$121 Million is the total value of Better Money Decisions, LLC's 640 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 14.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES TRcore msci eafe | $14,240,000 | +7.9% | 191,791 | +8.8% | 11.74% | -0.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $11,509,000 | +5.5% | 179,768 | +3.8% | 9.48% | -2.8% |
| IGSB | Buy | ISHARES TR | $10,550,000 | +9.3% | 193,073 | +9.6% | 8.69% | +0.7% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $9,592,000 | +6.9% | 313,155 | +7.0% | 7.90% | -1.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,269,000 | +10.0% | 24,097 | +13.3% | 4.34% | +1.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $4,249,000 | +2.5% | 99,901 | +9.6% | 3.50% | -5.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,925,000 | +5.1% | 14,921 | +7.3% | 3.24% | -3.2% |
| AAPL | Buy | APPLE INC | $2,622,000 | +4.3% | 18,531 | +0.9% | 2.16% | -3.9% |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,418,000 | -1.4% | 82,413 | -2.2% | 1.99% | -9.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,053,000 | -1.7% | 18,805 | +1.7% | 1.69% | -9.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,996,000 | +21.6% | 17,381 | +22.1% | 1.64% | +12.1% |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,945,000 | +17.5% | 66,969 | +19.1% | 1.60% | +8.2% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $1,889,000 | +8.6% | 23,590 | +8.5% | 1.56% | +0.1% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $1,717,000 | +3334.0% | 56,009 | +3327.7% | 1.42% | +3044.4% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $1,364,000 | -0.6% | 47,180 | +0.5% | 1.12% | -8.4% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,358,000 | +15.2% | 24,682 | +15.3% | 1.12% | +6.2% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,347,000 | +2.4% | 13,299 | +0.4% | 1.11% | -5.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $1,163,000 | +0.3% | 37,212 | +0.5% | 0.96% | -7.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,162,000 | +0.1% | 4,701 | +0.0% | 0.96% | -7.7% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $1,122,000 | +2.9% | 43,203 | +3.2% | 0.92% | -5.1% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,034,000 | +12.8% | 13,197 | +13.8% | 0.85% | +3.9% |
| PFEB | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,009,000 | +0.6% | 35,327 | -0.0% | 0.83% | -7.2% |
| AMZN | Buy | AMAZON COM INC | $999,000 | +18.5% | 304 | +24.1% | 0.82% | +9.2% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $982,000 | +0.3% | 18,533 | +0.3% | 0.81% | -7.5% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $971,000 | +18.8% | 26,818 | +20.7% | 0.80% | +9.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $952,000 | +6.2% | 6,197 | +7.1% | 0.78% | -2.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $857,000 | +24.4% | 28,695 | +25.0% | 0.71% | +14.6% |
| VOO | Buy | VANGUARD INDEX FDS | $854,000 | +43.0% | 2,165 | +42.7% | 0.70% | +31.8% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $784,000 | -2.0% | 29,499 | -0.6% | 0.65% | -9.7% |
| MSFT | Buy | MICROSOFT CORP | $738,000 | +34.9% | 2,619 | +29.6% | 0.61% | +24.3% |
| PJAN | INNOVATOR ETFS TRus eqty pwr buf | $706,000 | +0.7% | 21,611 | 0.0% | 0.58% | -7.2% | |
| COST | COSTCO WHSL CORP NEW | $696,000 | +13.5% | 1,549 | 0.0% | 0.57% | +4.7% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $679,000 | +10.4% | 12,321 | +10.8% | 0.56% | +1.8% |
| PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $646,000 | +0.8% | 21,201 | -0.0% | 0.53% | -7.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $598,000 | +8.5% | 5,878 | +8.6% | 0.49% | 0.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $574,000 | +32.6% | 1,333 | +32.5% | 0.47% | +22.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $542,000 | +3.4% | 2,441 | +3.8% | 0.45% | -4.7% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $536,000 | -0.9% | 13,748 | +0.5% | 0.44% | -8.7% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $508,000 | – | 8,267 | +100.0% | 0.42% | – |
| GOOGL | ALPHABET INCcap stk cl a | $476,000 | +9.4% | 178 | 0.0% | 0.39% | +0.8% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $457,000 | -2.8% | 4,568 | +1.2% | 0.38% | -10.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $434,000 | +2.4% | 7,114 | +6.5% | 0.36% | -5.5% |
| CNRG | Buy | SPDR SER TRs&p kensho clean | $420,000 | -11.0% | 4,469 | +0.2% | 0.35% | -18.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $394,000 | +28.3% | 917 | +27.9% | 0.32% | +18.2% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $382,000 | -1.5% | 8,272 | +0.5% | 0.32% | -9.2% |
| IDRV | ISHARES TRself drivng ev | $379,000 | -3.1% | 7,867 | 0.0% | 0.31% | -10.9% | |
| SIMS | Buy | SPDR SER TRs&p kensho intlg | $371,000 | -8.6% | 8,495 | +0.1% | 0.31% | -15.7% |
| IYJ | Buy | ISHARES TRus industrials | $367,000 | -3.4% | 3,426 | +0.2% | 0.30% | -11.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $352,000 | +5.7% | 2,153 | +0.6% | 0.29% | -2.7% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $345,000 | -3.4% | 5,588 | +0.3% | 0.28% | -11.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $334,000 | +1.2% | 934 | +0.3% | 0.28% | -6.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $330,000 | -5.7% | 3,999 | -5.4% | 0.27% | -13.1% |
| VGT | VANGUARD WORLD FDSinf tech etf | $326,000 | +0.6% | 814 | 0.0% | 0.27% | -7.2% | |
| JNJ | Sell | JOHNSON & JOHNSON | $321,000 | -7.0% | 1,986 | -5.2% | 0.26% | -14.0% |
| CVX | CHEVRON CORP NEW | $311,000 | -3.1% | 3,067 | 0.0% | 0.26% | -10.8% | |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $308,000 | -1.6% | 7,123 | +0.3% | 0.25% | -9.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $285,000 | +16.3% | 1,046 | +18.7% | 0.24% | +7.3% |
| SBUX | Sell | STARBUCKS CORP | $277,000 | -3.1% | 2,512 | -1.6% | 0.23% | -10.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $270,000 | -0.7% | 1,805 | +0.2% | 0.22% | -8.2% |
| DIS | DISNEY WALT CO | $271,000 | -3.9% | 1,602 | 0.0% | 0.22% | -11.5% | |
| PAPR | INNOVATOR ETFS TRus eqt pwr buf | $266,000 | +0.4% | 9,316 | 0.0% | 0.22% | -7.6% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $252,000 | -3.1% | 5,924 | +0.3% | 0.21% | -10.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $245,000 | 0.0% | 3,333 | -0.1% | 0.20% | -7.8% |
| EFAV | ISHARES TRmsci eafe min vl | $236,000 | 0.0% | 3,128 | 0.0% | 0.19% | -8.1% | |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $221,000 | +0.5% | 5,094 | +4.6% | 0.18% | -7.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $210,000 | +28.0% | 1,788 | +33.0% | 0.17% | +17.7% |
| PEP | PEPSICO INC | $206,000 | +1.5% | 1,372 | 0.0% | 0.17% | -6.6% | |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $199,000 | – | 7,689 | +100.0% | 0.16% | – | |
| KO | Buy | COCA COLA CO | $190,000 | -3.1% | 3,629 | +0.2% | 0.16% | -10.3% |
| SPHY | SPDR SER TRportfli high yld | $191,000 | -0.5% | 7,146 | 0.0% | 0.16% | -8.7% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $190,000 | -4.0% | 11,096 | 0.0% | 0.16% | -11.3% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $189,000 | +0.5% | 939 | +0.3% | 0.16% | -7.1% |
| MCD | MCDONALDS CORP | $182,000 | +4.0% | 756 | 0.0% | 0.15% | -3.8% | |
| PFE | Sell | PFIZER INC | $181,000 | -4.7% | 4,208 | -13.1% | 0.15% | -12.4% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $181,000 | -1.6% | 4,675 | 0.0% | 0.15% | -9.7% | |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $176,000 | +10.7% | 1,318 | +13.3% | 0.14% | +2.1% |
| EFA | ISHARES TRmsci eafe etf | $176,000 | -1.1% | 2,254 | 0.0% | 0.14% | -8.8% | |
| V | Sell | VISA INC | $165,000 | -12.7% | 741 | -8.3% | 0.14% | -19.5% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $164,000 | 0.0% | 3,153 | +0.5% | 0.14% | -8.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $160,000 | -0.6% | 1,545 | +0.1% | 0.13% | -8.3% |
| QCOM | Buy | QUALCOMM INC | $160,000 | 0.0% | 1,243 | +10.7% | 0.13% | -7.7% |
| BAC | BK OF AMERICA CORP | $158,000 | +3.3% | 3,722 | 0.0% | 0.13% | -5.1% | |
| PYPL | PAYPAL HLDGS INC | $156,000 | -10.9% | 599 | 0.0% | 0.13% | -17.3% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $153,000 | +16.8% | 3,034 | +16.9% | 0.13% | +7.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $153,000 | -12.1% | 903 | -9.7% | 0.13% | -19.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $148,000 | -2.0% | 1,140 | +0.3% | 0.12% | -9.6% |
| FB | FACEBOOK INCcl a | $145,000 | -2.7% | 428 | 0.0% | 0.12% | -10.5% | |
| DES | Buy | WISDOMTREE TRus smallcap divd | $142,000 | +17.4% | 4,600 | +21.1% | 0.12% | +8.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $141,000 | +3.7% | 2,290 | +12.4% | 0.12% | -4.9% |
| NFLX | NETFLIX INC | $136,000 | +15.3% | 223 | 0.0% | 0.11% | +5.7% | |
| TSLA | Buy | TESLA INC | $126,000 | +425.0% | 163 | +352.8% | 0.10% | +395.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $126,000 | +320.0% | 842 | +321.0% | 0.10% | +285.2% |
| KKR | Buy | KKR & CO INC | $125,000 | +2.5% | 2,061 | +0.2% | 0.10% | -5.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $121,000 | +1.7% | 721 | +0.3% | 0.10% | -5.7% |
| IDV | ISHARES TRintl sel div etf | $121,000 | -6.2% | 3,991 | 0.0% | 0.10% | -13.0% | |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $118,000 | – | 4,024 | +100.0% | 0.10% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $117,000 | -7.1% | 2,340 | +1.1% | 0.10% | -15.0% |
| MUB | Buy | ISHARES TRnational mun etf | $116,000 | -0.9% | 1,000 | +0.2% | 0.10% | -8.6% |
| ABT | Sell | ABBOTT LABS | $116,000 | -3.3% | 978 | -5.1% | 0.10% | -10.3% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $117,000 | – | 1,865 | +100.0% | 0.10% | – |
| DEO | DIAGEO PLCspon adr new | $109,000 | +0.9% | 564 | 0.0% | 0.09% | -7.2% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $108,000 | +0.9% | 1,258 | +0.1% | 0.09% | -7.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $106,000 | +39.5% | 400 | +42.9% | 0.09% | +27.9% |
| SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $106,000 | +1.9% | 1,749 | 0.0% | 0.09% | -6.5% | |
| DKNG | DRAFTKINGS INC | $104,000 | -8.0% | 2,157 | 0.0% | 0.09% | -14.9% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $102,000 | -2.9% | 363 | 0.0% | 0.08% | -10.6% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $102,000 | +1.0% | 352 | 0.0% | 0.08% | -6.7% | |
| CRM | Buy | SALESFORCE COM INC | $99,000 | +16.5% | 365 | +5.5% | 0.08% | +7.9% |
| DHR | Sell | DANAHER CORPORATION | $100,000 | -13.8% | 327 | -24.5% | 0.08% | -21.2% |
| IWB | Buy | ISHARES TRrus 1000 etf | $100,000 | 0.0% | 414 | +0.2% | 0.08% | -7.9% |
| DLS | WISDOMTREE TRintl smcap div | $100,000 | -1.0% | 1,350 | 0.0% | 0.08% | -8.9% | |
| NVDA | Buy | NVIDIA CORPORATION | $99,000 | +30.3% | 476 | +401.1% | 0.08% | +20.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $98,000 | -3.0% | 1,809 | +0.3% | 0.08% | -10.0% |
| INTC | Buy | INTEL CORP | $96,000 | -5.0% | 1,807 | +0.2% | 0.08% | -12.2% |
| ROKU | ROKU INC | $94,000 | -31.9% | 300 | 0.0% | 0.08% | -37.4% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $92,000 | +3.4% | 387 | +3.2% | 0.08% | -5.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $89,000 | 0.0% | 872 | +0.2% | 0.07% | -8.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $89,000 | +2.3% | 581 | +0.2% | 0.07% | -6.4% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $89,000 | +102.3% | 2,372 | +97.7% | 0.07% | +87.2% |
| ACWI | ISHARES TRmsci acwi etf | $85,000 | -1.2% | 849 | 0.0% | 0.07% | -9.1% | |
| HD | Buy | HOME DEPOT INC | $84,000 | +2.4% | 257 | +0.4% | 0.07% | -5.5% |
| MRK | Buy | MERCK & CO INC | $82,000 | -2.4% | 1,092 | +0.8% | 0.07% | -9.3% |
| LUV | SOUTHWEST AIRLS CO | $83,000 | -3.5% | 1,623 | 0.0% | 0.07% | -11.7% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $81,000 | -1.2% | 1,450 | +0.4% | 0.07% | -8.2% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $81,000 | +65.3% | 933 | +67.8% | 0.07% | +52.3% |
| MAR | MARRIOTT INTL INC NEWcl a | $80,000 | +8.1% | 539 | 0.0% | 0.07% | 0.0% | |
| EMR | Buy | EMERSON ELEC CO | $79,000 | -2.5% | 840 | +0.4% | 0.06% | -9.7% |
| DEM | WISDOMTREE TRemer mkt high fd | $79,000 | -3.7% | 1,800 | 0.0% | 0.06% | -11.0% | |
| New | GENERAL ELECTRIC CO | $76,000 | – | 741 | +100.0% | 0.06% | – | |
| SUSC | Buy | ISHARES TResg awre usd etf | $77,000 | 0.0% | 2,797 | +0.5% | 0.06% | -8.7% |
| DAL | DELTA AIR LINES INC DEL | $77,000 | -1.3% | 1,802 | 0.0% | 0.06% | -10.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $75,000 | -3.8% | 950 | 0.0% | 0.06% | -11.4% | |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $71,000 | +42.0% | 850 | +41.7% | 0.06% | +31.1% |
| ATRI | ATRION CORP | $70,000 | +12.9% | 100 | 0.0% | 0.06% | +5.5% | |
| SHOP | Sell | SHOPIFY INCcl a | $69,000 | -10.4% | 51 | -3.8% | 0.06% | -17.4% |
| IXN | Buy | ISHARES TRglobal tech etf | $68,000 | 0.0% | 1,200 | +500.0% | 0.06% | -8.2% |
| AGGY | WISDOMTREE TRyield enhancd us | $65,000 | -1.5% | 1,255 | 0.0% | 0.05% | -8.5% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $66,000 | -2.9% | 1,245 | 0.0% | 0.05% | -11.5% | |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $65,000 | -9.7% | 1,264 | -9.5% | 0.05% | -15.6% |
| LLY | LILLY ELI & CO | $64,000 | 0.0% | 279 | 0.0% | 0.05% | -7.0% | |
| IGT | INTERNATIONAL GAME TECHNOLOG | $61,000 | +8.9% | 2,333 | 0.0% | 0.05% | 0.0% | |
| BAX | Buy | BAXTER INTL INC | $60,000 | 0.0% | 746 | +0.4% | 0.05% | -9.3% |
| CZR | CAESARS ENTERTAINMENT INC NE | $60,000 | +9.1% | 533 | 0.0% | 0.05% | 0.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $58,000 | -12.1% | 1,126 | -17.7% | 0.05% | -18.6% |
| EEM | ISHARES TRmsci emg mkt etf | $58,000 | -9.4% | 1,159 | 0.0% | 0.05% | -15.8% | |
| EXC | EXELON CORP | $58,000 | +9.4% | 1,203 | 0.0% | 0.05% | +2.1% | |
| SPIP | SPDR SER TRportfli tips etf | $58,000 | 0.0% | 1,856 | 0.0% | 0.05% | -7.7% | |
| USRT | Buy | ISHARES TRcre u s reit etf | $57,000 | 0.0% | 979 | +0.4% | 0.05% | -7.8% |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $57,000 | – | 1,122 | +100.0% | 0.05% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $56,000 | +60.0% | 254 | +66.0% | 0.05% | +48.4% |
| IBM | INTERNATIONAL BUSINESS MACHS | $56,000 | -5.1% | 405 | 0.0% | 0.05% | -13.2% | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $56,000 | – | 544 | +100.0% | 0.05% | – |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $55,000 | -12.7% | 315 | -3.1% | 0.04% | -19.6% |
| HON | HONEYWELL INTL INC | $54,000 | -1.8% | 253 | 0.0% | 0.04% | -8.2% | |
| ETSY | ETSY INC | $54,000 | 0.0% | 260 | 0.0% | 0.04% | -6.2% | |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $54,000 | +5300.0% | 766 | +5371.4% | 0.04% | +4400.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $53,000 | 0.0% | 1,357 | +1.1% | 0.04% | -6.4% |
| GOVT | Buy | ISHARES TRus treas bd etf | $53,000 | +29.3% | 2,008 | +29.5% | 0.04% | +18.9% |
| UNH | UNITEDHEALTH GROUP INC | $52,000 | -3.7% | 134 | 0.0% | 0.04% | -10.4% | |
| WYNN | WYNN RESORTS LTD | $51,000 | -30.1% | 600 | 0.0% | 0.04% | -35.4% | |
| SHE | Buy | SPDR SER TRssga gnder etf | $50,000 | +2.0% | 494 | +1.9% | 0.04% | -6.8% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $49,000 | -3.9% | 500 | 0.0% | 0.04% | -13.0% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $49,000 | +276.9% | 86 | +230.8% | 0.04% | +233.3% |
| MMM | Buy | 3M CO | $49,000 | -12.5% | 282 | +0.4% | 0.04% | -20.0% |
| USO | UNITED STS OIL FD LPunits | $47,000 | +6.8% | 888 | 0.0% | 0.04% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $47,000 | -2.1% | 82 | 0.0% | 0.04% | -9.3% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $46,000 | +2.2% | 230 | +0.4% | 0.04% | -5.0% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $46,000 | -8.0% | 613 | -6.8% | 0.04% | -15.6% |
| IGRO | New | ISHARES TRintl div grwth | $45,000 | – | 695 | +100.0% | 0.04% | – |
| EQIX | EQUINIX INC | $44,000 | -2.2% | 56 | 0.0% | 0.04% | -10.0% | |
| PSX | PHILLIPS 66 | $44,000 | -17.0% | 623 | 0.0% | 0.04% | -23.4% | |
| MS | Buy | MORGAN STANLEY | $44,000 | +7.3% | 454 | +0.4% | 0.04% | -2.7% |
| PJUN | INNOVATOR ETFS TRus eqty pwr buf | $42,000 | 0.0% | 1,367 | 0.0% | 0.04% | -7.9% | |
| VOX | Sell | VANGUARD WORLD FDS | $42,000 | -27.6% | 300 | -25.0% | 0.04% | -32.7% |
| WELL | Buy | WELLTOWER INC | $42,000 | 0.0% | 504 | +0.4% | 0.04% | -7.9% |
| COP | CONOCOPHILLIPS | $41,000 | +10.8% | 602 | 0.0% | 0.03% | +3.0% | |
| MMLG | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $41,000 | +2.5% | 1,500 | 0.0% | 0.03% | -5.6% | |
| IGM | New | ISHARES TRexpnd tec sc etf | $40,000 | – | 100 | +100.0% | 0.03% | – |
| MDT | MEDTRONIC PLC | $40,000 | +2.6% | 315 | 0.0% | 0.03% | -5.7% | |
| IGIB | Buy | ISHARES TR | $39,000 | 0.0% | 643 | +0.3% | 0.03% | -8.6% |
| DHS | Buy | WISDOMTREE TRus high dividend | $39,000 | -2.5% | 513 | +0.4% | 0.03% | -11.1% |
| ASML | ASML HOLDING N V | $39,000 | +5.4% | 53 | 0.0% | 0.03% | -3.0% | |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $39,000 | – | 425 | +100.0% | 0.03% | – |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $38,000 | +3700.0% | 754 | +5285.7% | 0.03% | +3000.0% |
| XT | ISHARES TRexponential tech | $38,000 | -2.6% | 611 | 0.0% | 0.03% | -11.4% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $38,000 | +18.8% | 111 | +30.6% | 0.03% | +6.9% |
| GLD | Buy | SPDR GOLD TR | $36,000 | +300.0% | 217 | +301.9% | 0.03% | +275.0% |
| NVS | NOVARTIS AGsponsored adr | $37,000 | -9.8% | 454 | 0.0% | 0.03% | -18.9% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $36,000 | -26.5% | 611 | -22.1% | 0.03% | -31.8% |
| FIVG | ETF SER SOLUTIONSdefiance next | $36,000 | -5.3% | 1,000 | 0.0% | 0.03% | -11.8% | |
| DLR | Buy | DIGITAL RLTY TR INC | $35,000 | 0.0% | 240 | +4.3% | 0.03% | -6.5% |
| TWTR | TWITTER INC | $35,000 | -12.5% | 581 | 0.0% | 0.03% | -19.4% | |
| GOOG | ALPHABET INCcap stk cl c | $35,000 | +6.1% | 13 | 0.0% | 0.03% | -3.3% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $35,000 | -5.4% | 1,416 | 0.0% | 0.03% | -12.1% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $34,000 | -2.9% | 101 | 0.0% | 0.03% | -9.7% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $34,000 | -8.1% | 305 | 0.0% | 0.03% | -15.2% | |
| WY | WEYERHAEUSER CO MTN BE | $34,000 | +3.0% | 957 | 0.0% | 0.03% | -6.7% | |
| MELI | Sell | MERCADOLIBRE INC | $34,000 | 0.0% | 20 | -9.1% | 0.03% | -6.7% |
| HDV | ISHARES TRcore high dv etf | $34,000 | 0.0% | 356 | 0.0% | 0.03% | -6.7% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $34,000 | -2.9% | 600 | 0.0% | 0.03% | -9.7% | |
| BWFG | BANKWELL FINL GROUP INC | $33,000 | +3.1% | 1,144 | 0.0% | 0.03% | -6.9% | |
| PVH | PVH CORPORATION | $33,000 | -2.9% | 317 | 0.0% | 0.03% | -10.0% | |
| PINS | Sell | PINTEREST INCcl a | $32,000 | -43.9% | 629 | -13.0% | 0.03% | -49.0% |
| CSCO | Buy | CISCO SYS INC | $32,000 | +3.2% | 581 | +0.3% | 0.03% | -7.1% |
| CB | CHUBB LIMITED | $32,000 | +10.3% | 185 | 0.0% | 0.03% | 0.0% | |
| EGP | EASTGROUP PPTYS INC | $32,000 | 0.0% | 195 | 0.0% | 0.03% | -10.3% | |
| T | Buy | AT&T INC | $32,000 | +3.2% | 1,203 | +11.2% | 0.03% | -7.1% |
| PDEC | INNOVATOR ETFS TRus eqty pwr buf | $32,000 | 0.0% | 1,055 | 0.0% | 0.03% | -10.3% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $32,000 | 0.0% | 117 | +0.9% | 0.03% | -10.3% |
| SONY | SONY GROUP CORPORATIONsponsored adr | $31,000 | +14.8% | 278 | 0.0% | 0.03% | +8.3% | |
| ELS | EQUITY LIFESTYLE PPTYS INC | $30,000 | +7.1% | 382 | 0.0% | 0.02% | 0.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $30,000 | -28.6% | 644 | -18.5% | 0.02% | -34.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $30,000 | -9.1% | 402 | +0.5% | 0.02% | -16.7% |
| TRNO | TERRENO RLTY CORP | $30,000 | -3.2% | 478 | 0.0% | 0.02% | -10.7% | |
| VDE | New | VANGUARD WORLD FDSenergy etf | $30,000 | – | 400 | +100.0% | 0.02% | – |
| COF | Sell | CAPITAL ONE FINL CORP | $30,000 | -3.2% | 186 | -6.5% | 0.02% | -10.7% |
| AZN | ASTRAZENECA PLCsponsored adr | $29,000 | 0.0% | 486 | 0.0% | 0.02% | -7.7% | |
| ATVI | ACTIVISION BLIZZARD INC | $29,000 | -19.4% | 376 | 0.0% | 0.02% | -25.0% | |
| JCI | Sell | JOHNSON CTLS INTL PLC | $29,000 | -6.5% | 421 | -5.4% | 0.02% | -14.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $29,000 | -3.3% | 304 | +1.3% | 0.02% | -11.1% |
| CLOU | GLOBAL X FDS | $29,000 | 0.0% | 1,000 | 0.0% | 0.02% | -7.7% | |
| UGI | UGI CORP NEW | $29,000 | -6.5% | 669 | 0.0% | 0.02% | -14.3% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $29,000 | -12.1% | 351 | -12.5% | 0.02% | -20.0% |
| AMP | Sell | AMERIPRISE FINL INC | $29,000 | 0.0% | 110 | -5.2% | 0.02% | -7.7% |
| AMD | ADVANCED MICRO DEVICES INC | $29,000 | +11.5% | 282 | 0.0% | 0.02% | +4.3% | |
| ACN | ACCENTURE PLC IRELAND | $29,000 | +7.4% | 90 | 0.0% | 0.02% | 0.0% | |
| ANSS | ANSYS INC | $29,000 | -3.3% | 86 | 0.0% | 0.02% | -11.1% | |
| LEN | LENNAR CORPcl a | $28,000 | -6.7% | 298 | 0.0% | 0.02% | -14.8% | |
| LPLA | LPL FINL HLDGS INC | $28,000 | +16.7% | 179 | 0.0% | 0.02% | +9.5% | |
| ESGU | New | ISHARES TResg awr msci usa | $27,000 | – | 274 | +100.0% | 0.02% | – |
| FR | FIRST INDL RLTY TR INC | $27,000 | 0.0% | 517 | 0.0% | 0.02% | -8.3% | |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $27,000 | -3.6% | 249 | +0.4% | 0.02% | -12.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $26,000 | 0.0% | 332 | +0.3% | 0.02% | -8.7% |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $26,000 | – | 875 | +100.0% | 0.02% | – |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $25,000 | -7.4% | 1,472 | 0.0% | 0.02% | -12.5% | |
| IWS | ISHARES TRrus mdcp val etf | $26,000 | 0.0% | 226 | 0.0% | 0.02% | -8.7% | |
| NUMV | NUSHARES ETF TRnuveen esg midvl | $25,000 | 0.0% | 697 | 0.0% | 0.02% | -4.5% | |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $26,000 | -3.7% | 676 | +0.7% | 0.02% | -12.5% |
| NSC | Sell | NORFOLK SOUTHN CORP | $25,000 | -26.5% | 103 | -18.3% | 0.02% | -30.0% |
| TSCO | TRACTOR SUPPLY CO | $26,000 | +8.3% | 127 | 0.0% | 0.02% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $26,000 | -3.7% | 87 | 0.0% | 0.02% | -12.5% | |
| PH | PARKER-HANNIFIN CORP | $25,000 | -7.4% | 88 | 0.0% | 0.02% | -12.5% | |
| CTVA | CORTEVA INC | $26,000 | -3.7% | 613 | 0.0% | 0.02% | -12.5% | |
| GDX | VANECK ETF TRUSTgold miners etf | $26,000 | -13.3% | 890 | 0.0% | 0.02% | -22.2% | |
| INVH | INVITATION HOMES INC | $24,000 | 0.0% | 637 | 0.0% | 0.02% | -4.8% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $24,000 | 0.0% | 279 | 0.0% | 0.02% | -4.8% | |
| LDOS | LEIDOS HOLDINGS INC | $24,000 | -4.0% | 250 | 0.0% | 0.02% | -9.1% | |
| TGT | TARGET CORP | $24,000 | -7.7% | 107 | 0.0% | 0.02% | -13.0% | |
| SPLK | New | SPLUNK INC | $24,000 | – | 166 | +100.0% | 0.02% | – |
| BSCL | INVESCO EXCH TRD SLF IDX FD | $23,000 | 0.0% | 1,070 | 0.0% | 0.02% | -9.5% | |
| SAFE | SAFEHOLD INC | $23,000 | -8.0% | 321 | 0.0% | 0.02% | -13.6% | |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $23,000 | -8.0% | 66 | -5.7% | 0.02% | -13.6% |
| NSIT | INSIGHT ENTERPRISES INC | $23,000 | -11.5% | 256 | 0.0% | 0.02% | -17.4% | |
| XYL | Sell | XYLEM INC | $23,000 | -4.2% | 185 | -6.1% | 0.02% | -9.5% |
| KMB | KIMBERLY-CLARK CORP | $23,000 | 0.0% | 175 | 0.0% | 0.02% | -9.5% | |
| SNAP | SNAP INCcl a | $23,000 | +9.5% | 313 | 0.0% | 0.02% | 0.0% | |
| PLD | PROLOGIS INC. | $22,000 | +4.8% | 178 | 0.0% | 0.02% | -5.3% | |
| CUBE | CUBESMART | $22,000 | +4.8% | 462 | 0.0% | 0.02% | -5.3% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $22,000 | -4.3% | 110 | -6.8% | 0.02% | -14.3% |
| ADI | Buy | ANALOG DEVICES INC | $22,000 | +57.1% | 134 | +59.5% | 0.02% | +38.5% |
| AMGN | Sell | AMGEN INC | $22,000 | -18.5% | 104 | -5.5% | 0.02% | -25.0% |
| MU | MICRON TECHNOLOGY INC | $22,000 | -15.4% | 303 | 0.0% | 0.02% | -21.7% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $22,000 | -51.1% | 83 | -29.1% | 0.02% | -55.0% |
| SQ | SQUARE INCcl a | $22,000 | -4.3% | 93 | 0.0% | 0.02% | -14.3% | |
| TEAM | ATLASSIAN CORP PLCcl a | $22,000 | +57.1% | 56 | 0.0% | 0.02% | +38.5% | |
| WPC | WP CAREY INC | $22,000 | -4.3% | 303 | 0.0% | 0.02% | -14.3% | |
| GILD | GILEAD SCIENCES INC | $21,000 | 0.0% | 300 | 0.0% | 0.02% | -10.5% | |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $21,000 | 0.0% | 403 | +1.0% | 0.02% | -10.5% |
| ESI | ELEMENT SOLUTIONS INC | $21,000 | -8.7% | 976 | 0.0% | 0.02% | -19.0% | |
| EWBC | EAST WEST BANCORP INC | $21,000 | +10.5% | 267 | 0.0% | 0.02% | 0.0% | |
| DOW | DOW INC | $21,000 | -8.7% | 357 | 0.0% | 0.02% | -19.0% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $21,000 | -44.7% | 60 | -42.3% | 0.02% | -50.0% |
| BLK | New | BLACKROCK INC | $21,000 | – | 25 | +100.0% | 0.02% | – |
| BLDR | BUILDERS FIRSTSOURCE INC | $21,000 | +23.5% | 405 | 0.0% | 0.02% | +13.3% | |
| YNDX | Sell | YANDEX N V | $20,000 | +5.3% | 249 | -7.4% | 0.02% | -5.9% |
| IXG | Buy | ISHARES TRglobal finls etf | $20,000 | +25.0% | 250 | +25.0% | 0.02% | +14.3% |
| GLW | CORNING INC | $19,000 | -13.6% | 531 | 0.0% | 0.02% | -20.0% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $20,000 | 0.0% | 210 | +0.5% | 0.02% | -11.1% |
| ALLE | Sell | ALLEGION PLC | $20,000 | -9.1% | 150 | -5.7% | 0.02% | -20.0% |
| ALC | ALCON AG | $19,000 | +11.8% | 241 | 0.0% | 0.02% | +6.7% | |
| IAU | ISHARES GOLD TRishares new | $20,000 | 0.0% | 600 | 0.0% | 0.02% | -11.1% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $19,000 | +18.8% | 361 | +20.3% | 0.02% | +14.3% |
| CINF | CINCINNATI FINL CORP | $19,000 | 0.0% | 165 | 0.0% | 0.02% | -5.9% | |
| SPG | SIMON PPTY GROUP INC NEW | $20,000 | 0.0% | 155 | 0.0% | 0.02% | -11.1% | |
| GLPI | GAMING & LEISURE PPTYS INC | $19,000 | 0.0% | 412 | 0.0% | 0.02% | -5.9% | |
| KOMP | Buy | SPDR SER TRs&p kensho new | $19,000 | -5.0% | 308 | +2.3% | 0.02% | -11.1% |
| CSX | Buy | CSX CORP | $19,000 | -9.5% | 642 | +0.2% | 0.02% | -15.8% |
| UNVR | UNIVAR SOLUTIONS INC | $19,000 | -5.0% | 813 | 0.0% | 0.02% | -11.1% | |
| USB | Buy | US BANCORP DEL | $19,000 | +5.6% | 322 | +0.6% | 0.02% | 0.0% |
| AXTA | AXALTA COATING SYS LTD | $19,000 | -5.0% | 653 | 0.0% | 0.02% | -11.1% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $18,000 | -5.3% | 219 | 0.0% | 0.02% | -11.8% | |
| ESGE | ISHARES INCesg awr msci em | $18,000 | -10.0% | 445 | 0.0% | 0.02% | -16.7% | |
| OLED | UNIVERSAL DISPLAY CORP | $18,000 | -25.0% | 107 | 0.0% | 0.02% | -28.6% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $18,000 | -10.0% | 563 | 0.0% | 0.02% | -16.7% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $18,000 | -14.3% | 101 | 0.0% | 0.02% | -21.1% | |
| EXR | EXTRA SPACE STORAGE INC | $18,000 | 0.0% | 110 | 0.0% | 0.02% | -6.2% | |
| DON | New | WISDOMTREE TRus midcap divid | $18,000 | – | 426 | +100.0% | 0.02% | – |
| DTE | Buy | DTE ENERGY CO | $18,000 | -14.3% | 165 | +0.6% | 0.02% | -21.1% |
| CPT | CAMDEN PPTY TRsh ben int | $18,000 | +5.9% | 125 | 0.0% | 0.02% | 0.0% | |
| COG | CABOT OIL & GAS CORP | $18,000 | +20.0% | 832 | 0.0% | 0.02% | +15.4% | |
| DLTR | DOLLAR TREE INC | $18,000 | -5.3% | 186 | 0.0% | 0.02% | -11.8% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $17,000 | +13.3% | 379 | 0.0% | 0.01% | +7.7% | |
| FN | FABRINET | $17,000 | +6.2% | 168 | 0.0% | 0.01% | 0.0% | |
| WBT | WELBILT INC | $17,000 | 0.0% | 739 | 0.0% | 0.01% | -6.7% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $17,000 | 0.0% | 749 | 0.0% | 0.01% | -6.7% | |
| MSCI | MSCI INC | $17,000 | +13.3% | 28 | 0.0% | 0.01% | +7.7% | |
| IWP | ISHARES TRrus md cp gr etf | $17,000 | 0.0% | 154 | 0.0% | 0.01% | -6.7% | |
| LGLV | SPDR SER TRssga us lrg etf | $17,000 | 0.0% | 125 | 0.0% | 0.01% | -6.7% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $17,000 | 0.0% | 89 | +1.1% | 0.01% | -6.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $16,000 | -71.9% | 106 | -58.1% | 0.01% | -74.5% |
| HST | HOST HOTELS & RESORTS INC | $16,000 | -5.9% | 1,006 | 0.0% | 0.01% | -13.3% | |
| GD | GENERAL DYNAMICS CORP | $16,000 | 0.0% | 84 | 0.0% | 0.01% | -7.1% | |
| GATX | GATX CORP | $16,000 | 0.0% | 177 | 0.0% | 0.01% | -7.1% | |
| ADC | AGREE RLTY CORP | $16,000 | -5.9% | 238 | 0.0% | 0.01% | -13.3% | |
| VICI | VICI PPTYS INC | $16,000 | -11.1% | 572 | 0.0% | 0.01% | -18.8% | |
| ABBV | Buy | ABBVIE INC | $16,000 | 0.0% | 145 | +0.7% | 0.01% | -7.1% |
| BA | Buy | BOEING CO | $16,000 | +128.6% | 74 | +146.7% | 0.01% | +116.7% |
| MRVL | MARVELL TECHNOLOGY INC | $16,000 | 0.0% | 269 | 0.0% | 0.01% | -7.1% | |
| SGMS | SCIENTIFIC GAMES CORP | $16,000 | +6.7% | 198 | 0.0% | 0.01% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $16,000 | -23.8% | 285 | 0.0% | 0.01% | -31.6% | |
| SAIA | SAIA INC | $16,000 | +14.3% | 67 | 0.0% | 0.01% | 0.0% | |
| MKSI | MKS INSTRS INC | $14,000 | -12.5% | 90 | 0.0% | 0.01% | -14.3% | |
| RPM | RPM INTL INC | $14,000 | -12.5% | 183 | 0.0% | 0.01% | -14.3% | |
| INTU | INTUIT | $15,000 | +7.1% | 28 | 0.0% | 0.01% | -7.7% | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $14,000 | 0.0% | 75 | 0.0% | 0.01% | -7.7% | |
| XOM | Buy | EXXON MOBIL CORP | $14,000 | +133.3% | 238 | +131.1% | 0.01% | +140.0% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $15,000 | +87.5% | 107 | +105.8% | 0.01% | +71.4% |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $15,000 | +15.4% | 243 | 0.0% | 0.01% | 0.0% | |
| ASGN | ASGN INC | $14,000 | +16.7% | 121 | 0.0% | 0.01% | +9.1% | |
| AIRC | APARTMENT INCOME REIT CORP | $15,000 | +7.1% | 299 | 0.0% | 0.01% | -7.7% | |
| EFG | New | ISHARES TReafe grwth etf | $14,000 | – | 130 | +100.0% | 0.01% | – |
| TSN | TYSON FOODS INCcl a | $15,000 | +7.1% | 192 | 0.0% | 0.01% | -7.7% | |
| HAIL | Buy | SPDR SER TRs&p kensho smart | $15,000 | -6.2% | 271 | +4.6% | 0.01% | -14.3% |
| EFV | New | ISHARES TReafe value etf | $14,000 | – | 277 | +100.0% | 0.01% | – |
| CVS | Buy | CVS HEALTH CORP | $14,000 | 0.0% | 164 | +0.6% | 0.01% | -7.7% |
| TSEM | TOWER SEMICONDUCTOR LTD | $14,000 | 0.0% | 466 | 0.0% | 0.01% | -7.7% | |
| SHO | SUNSTONE HOTEL INVS INC NEW | $15,000 | 0.0% | 1,215 | 0.0% | 0.01% | -7.7% | |
| REET | ISHARES TRglobal reit etf | $14,000 | 0.0% | 500 | 0.0% | 0.01% | -7.7% | |
| CFR | Sell | CULLEN FROST BANKERS INC | $15,000 | 0.0% | 126 | -6.7% | 0.01% | -7.7% |
| STOR | STORE CAP CORP | $14,000 | -6.7% | 430 | 0.0% | 0.01% | -7.7% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $14,000 | 0.0% | 200 | 0.0% | 0.01% | -7.7% | |
| GPI | GROUP 1 AUTOMOTIVE INC | $14,000 | +16.7% | 75 | 0.0% | 0.01% | +9.1% | |
| CBSH | COMMERCE BANCSHARES INC | $13,000 | -7.1% | 188 | 0.0% | 0.01% | -15.4% | |
| WST | WEST PHARMACEUTICAL SVSC INC | $13,000 | +18.2% | 30 | 0.0% | 0.01% | +10.0% | |
| VIAC | Buy | VIACOMCBS INCcl b | $13,000 | -7.1% | 321 | +0.3% | 0.01% | -15.4% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $13,000 | -50.0% | 57 | -39.4% | 0.01% | -52.2% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $13,000 | +62.5% | 180 | +100.0% | 0.01% | +57.1% |
| ADM | ARCHER DANIELS MIDLAND CO | $13,000 | 0.0% | 213 | 0.0% | 0.01% | -8.3% | |
| MC | MOELIS & COcl a | $13,000 | +8.3% | 207 | 0.0% | 0.01% | 0.0% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $13,000 | 0.0% | 79 | +1.3% | 0.01% | -8.3% |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $13,000 | +18.2% | 295 | 0.0% | 0.01% | +10.0% | |
| NOW | SERVICENOW INC | $13,000 | +8.3% | 21 | 0.0% | 0.01% | 0.0% | |
| FSS | FEDERAL SIGNAL CORP | $13,000 | -7.1% | 344 | 0.0% | 0.01% | -15.4% | |
| VKI | Buy | INVESCO ADVANTAGE MUN INCOMEsh ben int | $13,000 | 0.0% | 1,045 | +1.2% | 0.01% | -8.3% |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $13,000 | – | 200 | +100.0% | 0.01% | – |
| OKE | Buy | ONEOK INC NEW | $12,000 | 0.0% | 215 | +1.9% | 0.01% | -9.1% |
| TJX | Buy | TJX COS INC NEW | $12,000 | +200.0% | 184 | +187.5% | 0.01% | +150.0% |
| DT | DYNATRACE INC | $12,000 | +20.0% | 175 | 0.0% | 0.01% | +11.1% | |
| ONTO | ONTO INNOVATION INC | $12,000 | -7.7% | 173 | 0.0% | 0.01% | -16.7% | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $12,000 | -7.7% | 143 | 0.0% | 0.01% | -16.7% | |
| XAR | SPDR SER TRaerospace def | $12,000 | -7.7% | 101 | 0.0% | 0.01% | -16.7% | |
| GNRC | New | GENERAC HLDGS INC | $12,000 | – | 30 | +100.0% | 0.01% | – |
| NKE | NIKE INCcl b | $12,000 | -7.7% | 85 | 0.0% | 0.01% | -16.7% | |
| KXI | ISHARES TRglb cnsm stp etf | $12,000 | -7.7% | 205 | 0.0% | 0.01% | -16.7% | |
| LIN | LINDE PLC | $12,000 | 0.0% | 41 | 0.0% | 0.01% | -9.1% | |
| A | AGILENT TECHNOLOGIES INC | $12,000 | +9.1% | 73 | 0.0% | 0.01% | 0.0% | |
| AMH | AMERICAN HOMES 4 RENTcl a | $12,000 | 0.0% | 309 | 0.0% | 0.01% | -9.1% | |
| KIM | New | KIMCO RLTY CORP | $12,000 | – | 573 | +100.0% | 0.01% | – |
| MTRN | MATERION CORP | $12,000 | -14.3% | 182 | 0.0% | 0.01% | -23.1% | |
| YUM | YUM BRANDS INC | $12,000 | 0.0% | 101 | 0.0% | 0.01% | -9.1% | |
| DFS | DISCOVER FINL SVCS | $12,000 | +9.1% | 96 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $12,000 | +9.1% | 77 | 0.0% | 0.01% | 0.0% | |
| FAF | FIRST AMERN FINL CORP | $12,000 | 0.0% | 186 | 0.0% | 0.01% | -9.1% | |
| IDXX | IDEXX LABS INC | $12,000 | 0.0% | 19 | 0.0% | 0.01% | -9.1% | |
| DXCM | DEXCOM INC | $11,000 | +22.2% | 21 | 0.0% | 0.01% | +12.5% | |
| MET | Buy | METLIFE INC | $11,000 | +10.0% | 176 | +0.6% | 0.01% | 0.0% |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $11,000 | 0.0% | 72 | 0.0% | 0.01% | -10.0% | |
| UNF | UNIFIRST CORP MASS | $11,000 | -8.3% | 52 | 0.0% | 0.01% | -18.2% | |
| CCMP | CMC MATERIALS INC | $11,000 | -15.4% | 87 | 0.0% | 0.01% | -25.0% | |
| PSTL | POSTAL REALTY TRUST INCcl a | $11,000 | 0.0% | 609 | 0.0% | 0.01% | -10.0% | |
| CDXC | CHROMADEX CORP | $11,000 | -35.3% | 1,744 | 0.0% | 0.01% | -40.0% | |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $11,000 | 0.0% | 354 | 0.0% | 0.01% | -10.0% | |
| RUSHA | RUSH ENTERPRISES INCcl a | $11,000 | 0.0% | 246 | 0.0% | 0.01% | -10.0% | |
| CLX | CLOROX CO DEL | $11,000 | -8.3% | 64 | 0.0% | 0.01% | -18.2% | |
| CPRI | CAPRI HOLDINGS LIMITED | $11,000 | -15.4% | 220 | 0.0% | 0.01% | -25.0% | |
| PFGC | PERFORMANCE FOOD GROUP CO | $11,000 | 0.0% | 228 | 0.0% | 0.01% | -10.0% | |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $11,000 | – | 209 | +100.0% | 0.01% | – |
| CHX | CHAMPIONX CORPORATION | $11,000 | -15.4% | 496 | 0.0% | 0.01% | -25.0% | |
| VMW | VMWARE INC | $10,000 | -9.1% | 69 | 0.0% | 0.01% | -20.0% | |
| VPG | VISHAY PRECISION GROUP INC | $10,000 | 0.0% | 300 | 0.0% | 0.01% | -11.1% | |
| DOC | Sell | PHYSICIANS RLTY TR | $10,000 | -16.7% | 554 | -17.2% | 0.01% | -27.3% |
| SUI | SUN CMNTYS INC | $10,000 | +11.1% | 55 | 0.0% | 0.01% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $10,000 | -9.1% | 71 | 0.0% | 0.01% | -20.0% | |
| VRSK | VERISK ANALYTICS INC | $10,000 | +11.1% | 49 | 0.0% | 0.01% | 0.0% | |
| TGNA | TEGNA INC | $10,000 | +11.1% | 488 | 0.0% | 0.01% | 0.0% | |
| AON | AON PLC | $10,000 | +25.0% | 34 | 0.0% | 0.01% | +14.3% | |
| DOCU | DOCUSIGN INC | $10,000 | 0.0% | 37 | 0.0% | 0.01% | -11.1% | |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $10,000 | 0.0% | 1,756 | 0.0% | 0.01% | -11.1% | |
| MRNA | MODERNA INC | $10,000 | +66.7% | 25 | 0.0% | 0.01% | +60.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $10,000 | -28.6% | 71 | 0.0% | 0.01% | -38.5% | |
| MPWR | MONOLITHIC PWR SYS INC | $10,000 | +25.0% | 21 | 0.0% | 0.01% | +14.3% | |
| HRI | HERC HLDGS INC | $10,000 | +42.9% | 62 | 0.0% | 0.01% | +33.3% | |
| SHY | ISHARES TR1 3 yr treas bd | $10,000 | 0.0% | 111 | 0.0% | 0.01% | -11.1% | |
| RELX | RELX PLCsponsored adr | $10,000 | +11.1% | 338 | 0.0% | 0.01% | 0.0% | |
| FSR | New | FISKER INC | $10,000 | – | 650 | +100.0% | 0.01% | – |
| TRN | TRINITY INDS INC | $10,000 | +11.1% | 353 | 0.0% | 0.01% | 0.0% | |
| WEC | Buy | WEC ENERGY GROUP INC | $9,000 | 0.0% | 107 | +0.9% | 0.01% | -12.5% |
| ARKQ | New | ARK ETF TRautnmus technlgy | $8,000 | – | 100 | +100.0% | 0.01% | – |
| ATSG | AIR TRANSPORT SERVICES GRP I | $9,000 | +12.5% | 330 | 0.0% | 0.01% | 0.0% | |
| ALG | ALAMO GROUP INC | $8,000 | -11.1% | 57 | 0.0% | 0.01% | -12.5% | |
| AMOV | AMERICA MOVIL SAB DE CVsponsored adr | $8,000 | +14.3% | 435 | 0.0% | 0.01% | +16.7% | |
| AMAT | APPLIED MATLS INC | $8,000 | -11.1% | 62 | 0.0% | 0.01% | -12.5% | |
| ADSK | AUTODESK INC | $8,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% | |
| BIO | BIO RAD LABS INCcl a | $9,000 | +12.5% | 12 | 0.0% | 0.01% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $9,000 | 0.0% | 4 | 0.0% | 0.01% | -12.5% | |
| BXP | Sell | BOSTON PROPERTIES INC | $9,000 | -47.1% | 85 | -41.0% | 0.01% | -53.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $9,000 | -52.6% | 150 | -48.5% | 0.01% | -58.8% |
| BRKS | BROOKS AUTOMATION INC NEW | $8,000 | +14.3% | 74 | 0.0% | 0.01% | +16.7% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $8,000 | 0.0% | 56 | 0.0% | 0.01% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $8,000 | -38.5% | 554 | 0.0% | 0.01% | -41.7% | |
| CMTL | COMTECH TELECOMMUNICATIONS C | $8,000 | +14.3% | 297 | 0.0% | 0.01% | +16.7% | |
| COR | CORESITE RLTY CORP | $8,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $8,000 | -20.0% | 252 | 0.0% | 0.01% | -22.2% | |
| DVN | New | DEVON ENERGY CORP NEW | $8,000 | – | 234 | +100.0% | 0.01% | – |
| JETS | ETF SER SOLUTIONSus glb jets | $8,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% | |
| PLUS | EPLUS INC | $9,000 | +12.5% | 90 | 0.0% | 0.01% | 0.0% | |
| ESS | Sell | ESSEX PPTY TR INC | $8,000 | -33.3% | 24 | -41.5% | 0.01% | -36.4% |
| HPQ | New | HP INC | $9,000 | – | 316 | +100.0% | 0.01% | – |
| HROW | HARROW HEALTH INC | $8,000 | 0.0% | 876 | 0.0% | 0.01% | 0.0% | |
| PMAY | INNOVATOR ETFS TRus eqty pwr buf | $8,000 | 0.0% | 257 | 0.0% | 0.01% | 0.0% | |
| KAPR | INNOVATOR ETFS TRus sml cp pwr et | $9,000 | 0.0% | 313 | 0.0% | 0.01% | -12.5% | |
| IVW | ISHARES TRs&p 500 grwt etf | $8,000 | 0.0% | 105 | 0.0% | 0.01% | 0.0% | |
| IEF | New | ISHARES TRbarclays 7 10 yr | $9,000 | – | 75 | +100.0% | 0.01% | – |
| MBB | New | ISHARES TRmbs etf | $8,000 | – | 77 | +100.0% | 0.01% | – |
| DGRO | ISHARES TRcore div grwth | $8,000 | 0.0% | 152 | 0.0% | 0.01% | 0.0% | |
| FALN | New | ISHARES TRfaln angls usd | $8,000 | – | 254 | +100.0% | 0.01% | – |
| KRA | KRATON CORP | $8,000 | +33.3% | 185 | 0.0% | 0.01% | +40.0% | |
| LRCX | LAM RESEARCH CORP | $9,000 | -10.0% | 16 | 0.0% | 0.01% | -22.2% | |
| MGPI | MGP INGREDIENTS INC NEW | $9,000 | 0.0% | 138 | 0.0% | 0.01% | -12.5% | |
| MARA | MARATHON DIGITAL HOLDINGS IN | $8,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $8,000 | +14.3% | 53 | 0.0% | 0.01% | +16.7% | |
| MSI | New | MOTOROLA SOLUTIONS INC | $9,000 | – | 38 | +100.0% | 0.01% | – |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $8,000 | 0.0% | 207 | 0.0% | 0.01% | 0.0% | |
| RADI | RADIUS GLOBAL INFRASTRCTRE I | $9,000 | +12.5% | 544 | 0.0% | 0.01% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $8,000 | 0.0% | 28 | 0.0% | 0.01% | 0.0% | |
| SLG | SL GREEN RLTY CORP | $8,000 | -11.1% | 117 | 0.0% | 0.01% | -12.5% | |
| SPXC | SPX CORP | $8,000 | -11.1% | 146 | 0.0% | 0.01% | -12.5% | |
| SNY | SANOFIsponsored adr | $8,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% | |
| SBGI | SINCLAIR BROADCAST GROUP INCcl a | $9,000 | 0.0% | 269 | 0.0% | 0.01% | -12.5% | |
| TACT | TRANSACT TECHNOLOGIES INC | $9,000 | 0.0% | 677 | 0.0% | 0.01% | -12.5% | |
| VERI | VERITONE INC | $9,000 | +28.6% | 357 | 0.0% | 0.01% | +16.7% | |
| ABB | ABB LTDsponsored adr | $8,000 | 0.0% | 243 | 0.0% | 0.01% | 0.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $8,000 | +14.3% | 101 | 0.0% | 0.01% | +16.7% | |
| ICLR | New | ICON PLC | $9,000 | – | 33 | +100.0% | 0.01% | – |
| RACE | Sell | FERRARI N V | $8,000 | -33.3% | 40 | -29.8% | 0.01% | -36.4% |
| ARKK | New | ARK ETF TRinnovation etf | $7,000 | – | 65 | +100.0% | 0.01% | – |
| EW | EDWARDS LIFESCIENCES CORP | $7,000 | +16.7% | 62 | 0.0% | 0.01% | +20.0% | |
| IBUY | AMPLIFY ETF TRonlin retl etf | $7,000 | -22.2% | 68 | 0.0% | 0.01% | -25.0% | |
| FCN | FTI CONSULTING INC | $7,000 | 0.0% | 49 | 0.0% | 0.01% | 0.0% | |
| FTV | FORTIVE CORP | $7,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% | |
| F | FORD MTR CO DEL | $7,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| SEEL | SEELOS THERAPEUTICS INC | $7,000 | -12.5% | 2,862 | 0.0% | 0.01% | -14.3% | |
| NVMI | NOVA LTD | $7,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% | |
| EBAY | EBAY INC. | $7,000 | -12.5% | 108 | 0.0% | 0.01% | -14.3% | |
| CVNA | Sell | CARVANA COcl a | $7,000 | -22.2% | 24 | -17.2% | 0.01% | -25.0% |
| CTT | CATCHMARK TIMBER TR INCcl a | $7,000 | 0.0% | 631 | 0.0% | 0.01% | 0.0% | |
| MO | Buy | ALTRIA GROUP INC | $7,000 | 0.0% | 159 | +1.9% | 0.01% | 0.0% |
| GGG | GRACO INC | $7,000 | 0.0% | 97 | 0.0% | 0.01% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $7,000 | +16.7% | 4 | 0.0% | 0.01% | +20.0% | |
| SNPS | SYNOPSYS INC | $6,000 | +20.0% | 19 | 0.0% | 0.01% | +25.0% | |
| AMN | AMN HEALTHCARE SVCS INC | $6,000 | +20.0% | 49 | 0.0% | 0.01% | +25.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,000 | +20.0% | 34 | 0.0% | 0.01% | +25.0% | |
| EXI | New | ISHARES TRglob indstrl etf | $6,000 | – | 50 | +100.0% | 0.01% | – |
| CEVA | CEVA INC | $6,000 | -14.3% | 152 | 0.0% | 0.01% | -16.7% | |
| WMB | WILLIAMS COS INC | $6,000 | 0.0% | 221 | 0.0% | 0.01% | 0.0% | |
| PLOW | DOUGLAS DYNAMICS INC | $6,000 | -14.3% | 175 | 0.0% | 0.01% | -16.7% | |
| NLOK | NORTONLIFELOCK INC | $6,000 | -14.3% | 254 | 0.0% | 0.01% | -16.7% | |
| KMI | Buy | KINDER MORGAN INC DEL | $6,000 | -14.3% | 363 | +0.6% | 0.01% | -16.7% |
| HLI | HOULIHAN LOKEY INCcl a | $6,000 | 0.0% | 68 | 0.0% | 0.01% | 0.0% | |
| SSD | SIMPSON MFG INC | $6,000 | 0.0% | 52 | 0.0% | 0.01% | 0.0% | |
| PINE | ALPINE INCOME PPTY TR INC | $6,000 | 0.0% | 305 | 0.0% | 0.01% | 0.0% | |
| PAYX | PAYCHEX INC | $6,000 | +20.0% | 50 | 0.0% | 0.01% | +25.0% | |
| TXN | TEXAS INSTRS INC | $6,000 | 0.0% | 29 | 0.0% | 0.01% | 0.0% | |
| AZZ | AZZ INC | $6,000 | +20.0% | 104 | 0.0% | 0.01% | +25.0% | |
| VLUE | New | ISHARES TRmsci usa value | $6,000 | – | 59 | +100.0% | 0.01% | – |
| LOW | Sell | LOWES COS INC | $6,000 | -60.0% | 28 | -64.6% | 0.01% | -61.5% |
| DE | DEERE & CO | $6,000 | -14.3% | 19 | 0.0% | 0.01% | -16.7% | |
| ILMN | ILLUMINA INC | $6,000 | -14.3% | 15 | 0.0% | 0.01% | -16.7% | |
| QRVO | New | QORVO INC | $6,000 | – | 35 | +100.0% | 0.01% | – |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $6,000 | -33.3% | 415 | +0.2% | 0.01% | -37.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $6,000 | 0.0% | 114 | +0.9% | 0.01% | 0.0% |
| THO | THOR INDS INC | $5,000 | +25.0% | 39 | 0.0% | 0.00% | 0.0% | |
| ROLL | RBC BEARINGS INC | $5,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| CAKE | CHEESECAKE FACTORY INC | $5,000 | -16.7% | 109 | 0.0% | 0.00% | -20.0% | |
| BOOM | DMC GLOBAL INC | $5,000 | -28.6% | 125 | 0.0% | 0.00% | -33.3% | |
| SCHW | SCHWAB CHARLES CORP | $5,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $5,000 | – | 316 | +100.0% | 0.00% | – |
| NEO | NEOGENOMICS INC | $5,000 | +25.0% | 96 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC | $5,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| OVV | OVINTIV INC | $5,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| FLXS | FLEXSTEEL INDS INC | $5,000 | -28.6% | 164 | 0.0% | 0.00% | -33.3% | |
| FPI | FARMLAND PARTNERS INC | $5,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $5,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| PUK | PRUDENTIAL PLCadr | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| MTCH | MATCH GROUP INC NEW | $5,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| MMI | MARCUS & MILLICHAP INC | $5,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| MGP | MGM GROWTH PPTYS LLC | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| PII | POLARIS INC | $5,000 | -16.7% | 42 | 0.0% | 0.00% | -20.0% | |
| SMED | SHARPS COMPLIANCE CORP | $5,000 | -16.7% | 552 | 0.0% | 0.00% | -20.0% | |
| CSTE | CAESARSTONE LTD | $5,000 | -16.7% | 405 | 0.0% | 0.00% | -20.0% | |
| ACEL | ACCEL ENTERTAINMENT INC | $5,000 | 0.0% | 396 | 0.0% | 0.00% | 0.0% | |
| SNA | SNAP ON INC | $5,000 | -16.7% | 26 | 0.0% | 0.00% | -20.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $5,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $5,000 | +25.0% | 73 | 0.0% | 0.00% | 0.0% | |
| SFST | SOUTHERN FIRST BANCSHARES | $5,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| FERG | FERGUSON PLC NEW | $5,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $5,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| ICVT | New | ISHARES TRconv bd etf | $5,000 | – | 47 | +100.0% | 0.00% | – |
| IUSB | New | ISHARES TRcore total usd | $5,000 | – | 99 | +100.0% | 0.00% | – |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $5,000 | 0.0% | 654 | 0.0% | 0.00% | 0.0% | |
| BLL | BALL CORP | $5,000 | +25.0% | 52 | 0.0% | 0.00% | 0.0% | |
| SAN | BANCO SANTANDER S.A.adr | $5,000 | 0.0% | 1,251 | 0.0% | 0.00% | 0.0% | |
| BOH | BANK HAWAII CORP | $5,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| ZIXI | ZIX CORP | $5,000 | 0.0% | 663 | 0.0% | 0.00% | 0.0% | |
| XSOE | New | WISDOMTREE TRem ex st-owned | $5,000 | – | 137 | +100.0% | 0.00% | – |
| AVGO | BROADCOM INC | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CTS | CTS CORP | $5,000 | -16.7% | 169 | 0.0% | 0.00% | -20.0% | |
| NBN | NORTHEAST BK LEWISTON ME | $5,000 | +25.0% | 135 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| CSR | CENTERSPACE | $5,000 | +25.0% | 55 | 0.0% | 0.00% | 0.0% | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4,000 | -20.0% | 61 | 0.0% | 0.00% | -25.0% | |
| ODC | OIL DRI CORP AMER | $4,000 | 0.0% | 110 | 0.0% | 0.00% | -25.0% | |
| NDSN | NORDSON CORP | $4,000 | 0.0% | 16 | 0.0% | 0.00% | -25.0% | |
| NREF | NEXPOINT REAL ESTATE FIN INC | $4,000 | -20.0% | 217 | 0.0% | 0.00% | -25.0% | |
| FIZZ | NATIONAL BEVERAGE CORP | $4,000 | 0.0% | 82 | 0.0% | 0.00% | -25.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $4,000 | 0.0% | 45 | 0.0% | 0.00% | -25.0% | |
| MCK | MCKESSON CORP | $4,000 | +33.3% | 18 | 0.0% | 0.00% | 0.0% | |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | – | 90 | +100.0% | 0.00% | – |
| LESL | LESLIES INC | $4,000 | -20.0% | 172 | 0.0% | 0.00% | -25.0% | |
| SOI | SOLARIS OILFIELD INFRASTRUCT | $4,000 | -20.0% | 490 | 0.0% | 0.00% | -25.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $4,000 | 0.0% | 42 | 0.0% | 0.00% | -25.0% | |
| TMX | TERMINIX GLOBAL HOLDINGS INC | $4,000 | 0.0% | 94 | 0.0% | 0.00% | -25.0% | |
| IYE | Buy | ISHARES TRu.s. energy etf | $4,000 | 0.0% | 137 | +1.5% | 0.00% | -25.0% |
| EZA | ISHARES INCmsci sth afr etf | $4,000 | 0.0% | 90 | 0.0% | 0.00% | -25.0% | |
| IR | INGERSOLL RAND INC | $4,000 | 0.0% | 87 | 0.0% | 0.00% | -25.0% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $4,000 | -76.5% | 90 | -74.1% | 0.00% | -80.0% |
| GS | GOLDMAN SACHS GROUP INC | $4,000 | 0.0% | 10 | 0.0% | 0.00% | -25.0% | |
| FFIC | FLUSHING FINL CORP | $4,000 | 0.0% | 184 | 0.0% | 0.00% | -25.0% | |
| FFIN | FIRST FINL BANKSHARES INC | $4,000 | 0.0% | 87 | 0.0% | 0.00% | -25.0% | |
| FAST | FASTENAL CO | $4,000 | 0.0% | 86 | 0.0% | 0.00% | -25.0% | |
| EVTC | EVERTEC INC | $4,000 | 0.0% | 88 | 0.0% | 0.00% | -25.0% | |
| ESQ | ESQUIRE FINL HLDGS INC | $4,000 | 0.0% | 155 | 0.0% | 0.00% | -25.0% | |
| EQNR | EQUINOR ASAsponsored adr | $4,000 | +33.3% | 148 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $4,000 | 0.0% | 38 | 0.0% | 0.00% | -25.0% | |
| DG | DOLLAR GEN CORP NEW | $4,000 | 0.0% | 17 | 0.0% | 0.00% | -25.0% | |
| DTM | New | DT MIDSTREAM INC | $4,000 | – | 81 | +100.0% | 0.00% | – |
| CTBI | COMMUNITY TR BANCORP INC | $4,000 | 0.0% | 88 | 0.0% | 0.00% | -25.0% | |
| VTRS | Sell | VIATRIS INC | $4,000 | -33.3% | 321 | -19.8% | 0.00% | -40.0% |
| CAT | CATERPILLAR INC | $4,000 | -20.0% | 21 | 0.0% | 0.00% | -25.0% | |
| W | WAYFAIR INCcl a | $4,000 | -20.0% | 17 | 0.0% | 0.00% | -25.0% | |
| BX | BLACKSTONE INC | $4,000 | +33.3% | 33 | 0.0% | 0.00% | 0.0% | |
| BHP | BHP GROUP LTDsponsored ads | $4,000 | -20.0% | 74 | 0.0% | 0.00% | -25.0% | |
| BDX | BECTON DICKINSON & CO | $4,000 | 0.0% | 18 | 0.0% | 0.00% | -25.0% | |
| AWI | ARMSTRONG WORLD INDS INC NEW | $4,000 | -20.0% | 42 | 0.0% | 0.00% | -25.0% | |
| CWCO | CONSOLIDATED WATER CO INCord | $4,000 | 0.0% | 355 | 0.0% | 0.00% | -25.0% | |
| AIN | ALBANY INTL CORPcl a | $4,000 | 0.0% | 47 | 0.0% | 0.00% | -25.0% | |
| APD | AIR PRODS & CHEMS INC | $4,000 | -20.0% | 16 | 0.0% | 0.00% | -25.0% | |
| SUNL | New | SUNLIGHT FINANCIAL HOLDINGS | $2,000 | – | 304 | +100.0% | 0.00% | – |
| SU | SUNCOR ENERGY INC NEW | $3,000 | -25.0% | 164 | 0.0% | 0.00% | -50.0% | |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $2,000 | – | 44 | +100.0% | 0.00% | – |
| PRI | PRIMERICA INC | $3,000 | 0.0% | 22 | 0.0% | 0.00% | -33.3% | |
| NEM | NEWMONT CORP | $3,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| ANIK | ANIKA THERAPEUTICS INC | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $2,000 | -33.3% | 560 | 0.0% | 0.00% | -33.3% | |
| JBT | JOHN BEAN TECHNOLOGIES CORP | $3,000 | 0.0% | 22 | 0.0% | 0.00% | -33.3% | |
| GRUB | JUST EAT TAKEAWAY COM N Vsponsored ads | $2,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| APH | AMPHENOL CORP NEWcl a | $3,000 | 0.0% | 42 | 0.0% | 0.00% | -33.3% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $3,000 | 0.0% | 513 | +0.2% | 0.00% | -33.3% |
| GLT | GLATFELTER CORPORATION | $3,000 | 0.0% | 246 | 0.0% | 0.00% | -33.3% | |
| TYL | TYLER TECHNOLOGIES INC | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| CHWY | CHEWY INCcl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORP NEWcl a | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $2,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| PFD | FLAHERTY & CRUMRINE PFD INCO | $3,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
| UNP | Sell | UNION PAC CORP | $3,000 | -89.7% | 15 | -88.5% | 0.00% | -92.3% |
| MDB | MONGODB INCcl a | $3,000 | 0.0% | 7 | 0.0% | 0.00% | -33.3% | |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| TXG | 10X GENOMICS INC | $2,000 | -33.3% | 15 | 0.0% | 0.00% | -33.3% | |
| WFC | WELLS FARGO CO NEW | $3,000 | 0.0% | 75 | 0.0% | 0.00% | -33.3% | |
| CTLP | CANTALOUPE INC | $3,000 | 0.0% | 261 | 0.0% | 0.00% | -33.3% | |
| JKHY | HENRY JACK & ASSOC INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| TLH | New | ISHARES TR10-20 yr trs etf | $2,000 | – | 15 | +100.0% | 0.00% | – |
| SGEN | Sell | SEAGEN INC | $2,000 | -60.0% | 14 | -54.8% | 0.00% | -50.0% |
| CI | New | CIGNA CORP NEW | $3,000 | – | 14 | +100.0% | 0.00% | – |
| YCBD | CBDMD INC | $2,000 | -33.3% | 1,164 | 0.0% | 0.00% | -33.3% | |
| VNET | Sell | 21VIANET GROUP INCsponsored ads a | $2,000 | -77.8% | 88 | -77.2% | 0.00% | -75.0% |
| New | TMC THE METALS COMPANY INC | $2,000 | – | 378 | +100.0% | 0.00% | – | |
| ROAD | CONSTRUCTION PARTNERS INC | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| GH | GUARDANT HEALTH INC | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC | $3,000 | +50.0% | 6 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $3,000 | +50.0% | 11 | 0.0% | 0.00% | 0.0% | |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,000 | – | 20 | +100.0% | 0.00% | – |
| WDAY | WORKDAY INCcl a | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| WIX | Sell | WIX COM LTD | $2,000 | -80.0% | 8 | -77.8% | 0.00% | -77.8% |
| NET | CLOUDFLARE INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | -33.3% | |
| ROP | ROPER TECHNOLOGIES INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| RUN | SUNRUN INC | $2,000 | -33.3% | 55 | 0.0% | 0.00% | -33.3% | |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,000 | – | 4 | +100.0% | 0.00% | – |
| AMZA | ETFIS SER TR Iinfrac act mlp | $1,000 | -50.0% | 52 | 0.0% | 0.00% | -50.0% | |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IGC | INDIA GLOBALIZATION CAP INC | $1,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $1,000 | -50.0% | 20 | 0.0% | 0.00% | -50.0% | |
| CLXT | CALYXT INC | $1,000 | -50.0% | 432 | 0.0% | 0.00% | -50.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SAM | Sell | BOSTON BEER INCcl a | $1,000 | -66.7% | 1 | -66.7% | 0.00% | -66.7% |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,000 | – | 22 | +100.0% | 0.00% | – |
| BIIB | Sell | BIOGEN INC | $1,000 | -50.0% | 2 | -60.0% | 0.00% | -50.0% |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| OTRK | ONTRAK INC | $1,000 | -66.7% | 92 | 0.0% | 0.00% | -66.7% | |
| EL | LAUDER ESTEE COS INCcl a | $1,000 | -50.0% | 5 | 0.0% | 0.00% | -50.0% | |
| FDX | FEDEX CORP | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| EXAS | Sell | EXACT SCIENCES CORP | $1,000 | -66.7% | 10 | -52.4% | 0.00% | -66.7% |
| ENPH | ENPHASE ENERGY INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| VEEV | VEEVA SYS INC | $1,000 | -50.0% | 5 | 0.0% | 0.00% | -50.0% | |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | 3 | +100.0% | 0.00% | – |
| LENB | LENNAR CORPcl b | $0 | – | 5 | 0.0% | 0.00% | – | |
| TAL | Sell | TAL EDUCATION GROUPsponsored ads | $0 | -100.0% | 31 | -84.0% | 0.00% | -100.0% |
| New | JACKSON FINANCIAL INC | $0 | – | 5 | +100.0% | 0.00% | – | |
| IEME | New | ISHARES U S ETF TRmedia entrnmnt | $0 | – | 11 | +100.0% | 0.00% | – |
| INM | INMED PHARMACEUTICALS INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| OGN | Sell | ORGANON & CO | $0 | -100.0% | 10 | -90.7% | 0.00% | -100.0% |
| ABNB | Exit | AIRBNB INC | $0 | – | -9 | -100.0% | -0.00% | – |
| ABMD | Exit | ABIOMED INC | $0 | – | -2 | -100.0% | -0.00% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -8 | -100.0% | -0.00% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -5 | -100.0% | -0.00% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -16 | -100.0% | -0.00% | – |
| SPRQ | Exit | SPARTAN ACQUISITION CORP II | $0 | – | -304 | -100.0% | -0.00% | – |
| CVAC | Exit | CUREVAC N V | $0 | – | -46 | -100.0% | -0.00% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -33 | -100.0% | -0.00% | – |
| BIPC | Exit | BROOKFIELD INFRASTRUCTURE CO | $0 | – | -47 | -100.0% | -0.00% | – |
| RYAAY | Exit | RYANAIR HOLDINGS PLCsponsored ads | $0 | – | -38 | -100.0% | -0.00% | – |
| EBS | Exit | EMERGENT BIOSOLUTIONS INC | $0 | – | -85 | -100.0% | -0.00% | – |
| SOAC | Exit | SUSTAINABLE OPPORTNTS ACQ CO | $0 | – | -378 | -100.0% | -0.00% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -28 | -100.0% | -0.00% | – |
| HR | Exit | HEALTHCARE RLTY TR | $0 | – | -234 | -100.0% | -0.01% | – |
| DISH | Exit | DISH NETWORK CORPORATIONcl a | $0 | – | -158 | -100.0% | -0.01% | – |
| WMT | Exit | WALMART INC | $0 | – | -50 | -100.0% | -0.01% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -62 | -100.0% | -0.01% | – |
| FLY | Exit | FLY LEASING LTDsponsored adr | $0 | – | -546 | -100.0% | -0.01% | – |
| LTC | Exit | LTC PPTYS INC | $0 | – | -251 | -100.0% | -0.01% | – |
| CPK | Exit | CHESAPEAKE UTILS CORP | $0 | – | -81 | -100.0% | -0.01% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -26 | -100.0% | -0.01% | – |
| WRI | Exit | WEINGARTEN RLTY INVSsh ben int | $0 | – | -408 | -100.0% | -0.01% | – |
| PRAH | Exit | PRA HEALTH SCIENCES INC | $0 | – | -80 | -100.0% | -0.01% | – |
| KRNT | Exit | KORNIT DIGITAL LTD | $0 | – | -108 | -100.0% | -0.01% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -202 | -100.0% | -0.01% | – |
| COLD | Exit | AMERICOLD RLTY TR | $0 | – | -414 | -100.0% | -0.01% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -242 | -100.0% | -0.02% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -90 | -100.0% | -0.02% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -500 | -100.0% | -0.04% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -4,828 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q3 2023 | 18.4% |
| ISHARES TR | 11 | Q3 2023 | 13.0% |
| SPDR SER TR | 11 | Q3 2023 | 11.5% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 7.1% |
| SPDR SER TR | 11 | Q3 2023 | 11.9% |
| ISHARES TR | 11 | Q3 2023 | 5.2% |
| SPDR INDEX SHS FDS | 11 | Q3 2023 | 4.9% |
| APPLE INC | 11 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 3.9% |
| ISHARES TR | 11 | Q3 2023 | 1.8% |
View Better Money Decisions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-10-28 |
View Better Money Decisions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.