$4.51 Billion is the total value of Spire Wealth Management's 2921 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AOK | ISHARES TRconser alloc etf | $2,181,000 | +1.3% | 54,512 | 0.0% | 0.05% | -15.8% | |
| XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $1,965,000 | +7.0% | 36,465 | 0.0% | 0.04% | -10.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,803,000 | +9.5% | 4 | 0.0% | 0.04% | -9.1% | |
| SPAB | SPDR SER TRportfolio agrgte | $1,223,000 | -0.7% | 41,283 | 0.0% | 0.03% | -18.2% | |
| BFEB | INNOVATOR ETFS TRs&p 500 buffer | $681,000 | +4.3% | 21,200 | 0.0% | 0.02% | -11.8% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $598,000 | -0.3% | 12,152 | 0.0% | 0.01% | -18.8% | |
| UBSI | UNITED BANKSHARES INC WEST V | $555,000 | -0.4% | 15,308 | 0.0% | 0.01% | -20.0% | |
| EWX | SPDR INDEX SHS FDSs&p emktsc etf | $480,000 | +1.3% | 8,089 | 0.0% | 0.01% | -15.4% | |
| IGLB | ISHARES TR10+ yr invst grd | $449,000 | +0.4% | 6,452 | 0.0% | 0.01% | -16.7% | |
| SASR | SANDY SPRING BANCORP INC | $427,000 | +4.9% | 8,876 | 0.0% | 0.01% | -18.2% | |
| IVOV | VANGUARD ADMIRAL FDS INCmidcp 400 val | $414,000 | +5.9% | 2,457 | 0.0% | 0.01% | -10.0% | |
| FDS | FACTSET RESH SYS INC | $402,000 | +22.9% | 828 | 0.0% | 0.01% | 0.0% | |
| NEOG | NEOGEN CORP | $413,000 | +4.6% | 9,088 | 0.0% | 0.01% | -10.0% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $383,000 | +11.3% | 6,553 | 0.0% | 0.01% | -11.1% | |
| HFXI | INDEXIQ ETF TRhdgd ftse intl | $378,000 | +2.4% | 15,100 | 0.0% | 0.01% | -20.0% | |
| HASI | HANNON ARMSTRONG SUST INFR C | $372,000 | -0.5% | 7,000 | 0.0% | 0.01% | -20.0% | |
| AMWL | AMERICAN WELL CORPcl a | $321,000 | -33.7% | 53,106 | 0.0% | 0.01% | -46.2% | |
| NG | NOVAGOLD RES INC | $306,000 | 0.0% | 44,540 | 0.0% | 0.01% | -12.5% | |
| PFEB | INNOVATOR ETFS TRs&p 500 power | $322,000 | +2.5% | 11,000 | 0.0% | 0.01% | -12.5% | |
| PNOV | INNOVATOR ETFS TRs&p 500 power | $296,000 | +1.7% | 9,550 | 0.0% | 0.01% | -12.5% | |
| MPWR | MONOLITHIC PWR SYS INC | $298,000 | +1.7% | 604 | 0.0% | 0.01% | -12.5% | |
| DMAY | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $269,000 | +3.1% | 7,737 | 0.0% | 0.01% | -14.3% | |
| UJUN | INNOVATOR ETFS TRs&p 500 ultra | $262,000 | +2.3% | 8,900 | 0.0% | 0.01% | -14.3% | |
| PAPR | INNOVATOR ETFS TRs&p 500 pwr bu | $273,000 | +2.6% | 9,300 | 0.0% | 0.01% | -14.3% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $280,000 | +5.7% | 2,966 | 0.0% | 0.01% | -14.3% | |
| ANDE | ANDERSONS INC | $261,000 | +26.1% | 6,730 | 0.0% | 0.01% | +20.0% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $261,000 | +7.0% | 5,755 | 0.0% | 0.01% | 0.0% | |
| JVAL | J P MORGAN EXCHANGE TRADED Fus value factr | $259,000 | +8.4% | 6,733 | 0.0% | 0.01% | 0.0% | |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $232,000 | +0.9% | 15,564 | 0.0% | 0.01% | -16.7% | |
| AXSM | AXSOME THERAPEUTICS INC | $227,000 | +14.6% | 6,000 | 0.0% | 0.01% | 0.0% | |
| CPT | CAMDEN PPTY TRsh ben int | $225,000 | +21.0% | 1,260 | 0.0% | 0.01% | 0.0% | |
| REM | ISHARES TRmortge rel etf | $218,000 | -4.4% | 6,305 | 0.0% | 0.01% | -16.7% | |
| TREX | TREX CO INC | $203,000 | +32.7% | 1,500 | 0.0% | 0.01% | +25.0% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $215,000 | +10.8% | 4,118 | 0.0% | 0.01% | 0.0% | |
| TRP | TC ENERGY CORP | $230,000 | -3.4% | 4,950 | 0.0% | 0.01% | -16.7% | |
| UDR | UDR INC | $242,000 | +13.1% | 4,037 | 0.0% | 0.01% | -16.7% | |
| OCSL | OAKTREE SPECIALTY LENDING CO | $160,000 | +5.3% | 21,486 | 0.0% | 0.00% | 0.0% | |
| CVLT | COMMVAULT SYSTEMS INC | $190,000 | -8.2% | 2,750 | 0.0% | 0.00% | -20.0% | |
| PB | PROSPERITY BANCSHARES INC | $158,000 | +1.3% | 2,192 | 0.0% | 0.00% | 0.0% | |
| NYF | ISHARES TRnew york mun etf | $190,000 | +0.5% | 3,275 | 0.0% | 0.00% | -20.0% | |
| MNSB | MAINSTREET BANCSHARES INC | $161,000 | +2.5% | 6,562 | 0.0% | 0.00% | 0.0% | |
| EIM | EATON VANCE MUN BD FD | $160,000 | +1.9% | 11,766 | 0.0% | 0.00% | 0.0% | |
| DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $187,000 | +0.5% | 6,841 | 0.0% | 0.00% | -20.0% | |
| RFM | RIVERNORTH FLEXIBLE MUN INCO | $188,000 | -6.5% | 8,600 | 0.0% | 0.00% | -20.0% | |
| FOXF | FOX FACTORY HLDG CORP | $202,000 | +18.1% | 1,186 | 0.0% | 0.00% | -20.0% | |
| UDN | INVESCO DB US DLR INDEX TRbearish fd | $194,000 | -2.0% | 9,593 | 0.0% | 0.00% | -20.0% | |
| PULS | PGIM ETF TRultra short | $198,000 | -0.5% | 4,000 | 0.0% | 0.00% | -20.0% | |
| MANT | MANTECH INTERNATIONAL CORPcl a | $139,000 | -3.5% | 1,900 | 0.0% | 0.00% | -25.0% | |
| MAIN | MAIN STR CAP CORP | $148,000 | +8.8% | 3,300 | 0.0% | 0.00% | -25.0% | |
| VPV | INVESCO PA VALUE MUN INC TR | $118,000 | +5.4% | 8,475 | 0.0% | 0.00% | 0.0% | |
| RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $142,000 | +4.4% | 614 | 0.0% | 0.00% | -25.0% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $117,000 | +9.3% | 2,200 | 0.0% | 0.00% | 0.0% | |
| EDV | VANGUARD WORLD FDextended dur | $133,000 | +3.9% | 948 | 0.0% | 0.00% | 0.0% | |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $141,000 | +9.3% | 7,285 | 0.0% | 0.00% | 0.0% | |
| PEGA | PEGASYSTEMS INC | $117,000 | -12.0% | 1,049 | 0.0% | 0.00% | -25.0% | |
| CHW | CALAMOS GBL DYN INCOME FUND | $113,000 | +3.7% | 11,350 | 0.0% | 0.00% | 0.0% | |
| PTF | INVESCO EXCHANGE TRADED FD Tdwa technology | $133,000 | +10.8% | 800 | 0.0% | 0.00% | 0.0% | |
| FIF | FIRST TR ENERGY INFRASTRCTR | $126,000 | +6.8% | 9,294 | 0.0% | 0.00% | 0.0% | |
| AGD | ABERDEEN GLOBAL DYNAMIC DIVI | $115,000 | +3.6% | 9,536 | 0.0% | 0.00% | 0.0% | |
| GDXJ | VANECK VECTORS ETF TRjr gold miners e | $154,000 | +9.2% | 3,674 | 0.0% | 0.00% | -25.0% | |
| PVG | PRETIUM RES INC | $113,000 | +46.8% | 8,000 | 0.0% | 0.00% | +50.0% | |
| KT | KT CORPsponsored adr | $155,000 | -7.7% | 12,331 | 0.0% | 0.00% | -25.0% | |
| MUNI | PIMCO ETF TRinter mun bd act | $122,000 | -0.8% | 2,175 | 0.0% | 0.00% | 0.0% | |
| MPW | MEDICAL PPTYS TRUST INC | $135,000 | +18.4% | 5,700 | 0.0% | 0.00% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $153,000 | +5.5% | 8,325 | 0.0% | 0.00% | -25.0% | |
| VICR | VICOR CORP | $156,000 | -4.9% | 1,225 | 0.0% | 0.00% | -25.0% | |
| PSEP | INNOVATOR ETFS TRs&p 500 pwr | $132,000 | +4.8% | 4,340 | 0.0% | 0.00% | 0.0% | |
| SLVP | ISHARES INCmsci glb slv&mtl | $118,000 | +4.4% | 9,178 | 0.0% | 0.00% | 0.0% | |
| GBIL | GOLDMAN SACHS ETF TRacces treasury | $123,000 | 0.0% | 1,228 | 0.0% | 0.00% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QUALITY | $148,000 | +0.7% | 10,000 | 0.0% | 0.00% | -25.0% | |
| MFL | BLACKROCK MUNIHLDS INVSTM QL | $149,000 | +2.8% | 10,000 | 0.0% | 0.00% | -25.0% | |
| ATKR | ATKORE INC | $93,000 | +27.4% | 836 | 0.0% | 0.00% | 0.0% | |
| LEO | BNY MELLON STRATEGIC MUNS IN | $69,000 | -2.8% | 8,200 | 0.0% | 0.00% | 0.0% | |
| BTA | BLACKROCK LONG TERM MUN ADVA | $77,000 | +10.0% | 5,141 | 0.0% | 0.00% | 0.0% | |
| BSTZ | BLACKROCK SCIENCE TECH TR | $100,000 | +1.0% | 2,566 | 0.0% | 0.00% | -33.3% | |
| CWST | CASELLA WASTE SYS INCcl a | $94,000 | +11.9% | 1,106 | 0.0% | 0.00% | 0.0% | |
| CVCY | CENTRAL VY CMNTY BANCORP | $82,000 | -3.5% | 3,936 | 0.0% | 0.00% | 0.0% | |
| LDP | COHEN STEERS LTD DURATION | $77,000 | -3.8% | 2,919 | 0.0% | 0.00% | 0.0% | |
| CNSL | CONSOLIDATED COMM HLDGS INC | $78,000 | -18.8% | 10,480 | 0.0% | 0.00% | -33.3% | |
| CRMD | CORMEDIX INC | $74,000 | +42.3% | 11,200 | 0.0% | 0.00% | +100.0% | |
| NAIL | DIREXION SHS ETF TRdaly hom b&s bul | $79,000 | +88.1% | 640 | 0.0% | 0.00% | +100.0% | |
| DCO | DUCOMMUN INC DEL | $76,000 | -7.3% | 1,625 | 0.0% | 0.00% | 0.0% | |
| FQAL | FIDELITY COVINGTON TRUSTqlty fctor etf | $101,000 | +12.2% | 1,800 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $69,000 | +13.1% | 2,065 | 0.0% | 0.00% | 0.0% | |
| VPN | GLOBAL X FDSdata ctr reits | $87,000 | +10.1% | 4,700 | 0.0% | 0.00% | 0.0% | |
| SIL | GLOBAL X FDSglobal x silver | $101,000 | +5.2% | 2,747 | 0.0% | 0.00% | -33.3% | |
| GSBD | GOLDMAN SACHS BDC INC | $104,000 | +5.1% | 5,413 | 0.0% | 0.00% | -33.3% | |
| GEF | GREIF INCcl a | $85,000 | -5.6% | 1,400 | 0.0% | 0.00% | 0.0% | |
| HMOP | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $88,000 | 0.0% | 2,099 | 0.0% | 0.00% | 0.0% | |
| HL | HECLA MNG CO | $101,000 | -5.6% | 19,417 | 0.0% | 0.00% | -33.3% | |
| HCCI | HERITAGE CRYSTAL CLEAN INC | $93,000 | +10.7% | 2,891 | 0.0% | 0.00% | 0.0% | |
| STAR | ISTAR INC | $89,000 | +3.5% | 3,440 | 0.0% | 0.00% | 0.0% | |
| FFTY | INNOVATOR ETFS TRibd 50 etf | $83,000 | -2.4% | 1,800 | 0.0% | 0.00% | 0.0% | |
| VKQ | INVESCO MUN TR | $104,000 | 0.0% | 7,743 | 0.0% | 0.00% | -33.3% | |
| PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $71,000 | -5.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BSJQ | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $78,000 | 0.0% | 3,049 | 0.0% | 0.00% | 0.0% | |
| EMXC | ISHARES INCmsci emrg chn | $73,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| MDU | MDU RES GROUP INC | $75,000 | +4.2% | 2,418 | 0.0% | 0.00% | 0.0% | |
| NVEC | NVE CORP | $78,000 | +6.8% | 1,138 | 0.0% | 0.00% | 0.0% | |
| NML | NEUBERGER BERMAN MLP ENERG | $76,000 | +5.6% | 14,540 | 0.0% | 0.00% | 0.0% | |
| NUO | NUVEEN OHIO QLTY MUN INCOME | $80,000 | +1.3% | 4,989 | 0.0% | 0.00% | 0.0% | |
| ONB | OLD NATL BANCORP IND | $110,000 | +6.8% | 6,060 | 0.0% | 0.00% | -33.3% | |
| PRDO | PERDOCEO ED CORP | $81,000 | +11.0% | 6,930 | 0.0% | 0.00% | 0.0% | |
| QLD | PROSHARES TR | $101,000 | +236.7% | 418 | 0.0% | 0.00% | +100.0% | |
| RXL | PROSHARES TR | $69,000 | +19.0% | 614 | 0.0% | 0.00% | 0.0% | |
| URE | PROSHARES TRult r/est new | $93,000 | +29.2% | 800 | 0.0% | 0.00% | 0.0% | |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $75,000 | +5.6% | 5,188 | 0.0% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC | $80,000 | +9.6% | 764 | 0.0% | 0.00% | 0.0% | |
| SEB | SEABOARD CORP DEL | $87,000 | -3.3% | 22 | 0.0% | 0.00% | 0.0% | |
| BSRR | SIERRA BANCORP | $83,000 | +12.2% | 3,060 | 0.0% | 0.00% | 0.0% | |
| SRNE | SORRENTO THERAPEUTICS INC | $70,000 | -39.1% | 15,060 | 0.0% | 0.00% | -33.3% | |
| SCM | STELLUS CAP INVT CORP | $112,000 | -0.9% | 8,625 | 0.0% | 0.00% | -33.3% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $74,000 | -5.1% | 5,052 | 0.0% | 0.00% | 0.0% | |
| TW | TRADEWEB MKTS INCcl a | $110,000 | +23.6% | 1,100 | 0.0% | 0.00% | 0.0% | |
| SHYD | VANECK VECTORS ETF TRshrt hgh yld mun | $112,000 | +0.9% | 4,433 | 0.0% | 0.00% | -33.3% | |
| VCEB | VANGUARD WORLD FDesg us corp bd | $88,000 | -1.1% | 1,201 | 0.0% | 0.00% | 0.0% | |
| DNL | WISDOMTREE TRglb us qtly div | $68,000 | +7.9% | 1,552 | 0.0% | 0.00% | 0.0% | |
| LBTYK | LIBERTY GLOBAL PLC | $91,000 | -4.2% | 3,226 | 0.0% | 0.00% | -33.3% | |
| LILAK | LIBERTY LATIN AMERICA LTD | $70,000 | -12.5% | 6,107 | 0.0% | 0.00% | 0.0% | |
| LC | LENDINGCLUB CORP | $29,000 | -14.7% | 1,195 | 0.0% | 0.00% | 0.0% | |
| LEVL | LEVEL ONE BANCORP INC | $51,000 | +34.2% | 1,300 | 0.0% | 0.00% | 0.0% | |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $23,000 | 0.0% | 876 | 0.0% | 0.00% | 0.0% | |
| AUGZ | LISTED FD TRtrueshares struc | $27,000 | +8.0% | 800 | 0.0% | 0.00% | 0.0% | |
| MKSI | MKS INSTRS INC | $30,000 | +15.4% | 170 | 0.0% | 0.00% | 0.0% | |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $58,000 | +5.5% | 900 | 0.0% | 0.00% | 0.0% | |
| CSD | INVESCO EXCHANGE TRADED FD Ts&p spin off | $37,000 | -2.6% | 600 | 0.0% | 0.00% | 0.0% | |
| MYRG | MYR GROUP INC DEL | $31,000 | +10.7% | 284 | 0.0% | 0.00% | 0.0% | |
| MGU | MACQUARIE GLOBAL INFRASTRUCT | $51,000 | +4.1% | 2,100 | 0.0% | 0.00% | 0.0% | |
| IQI | INVESCO QUALITY MUN INCOME T | $65,000 | +3.2% | 4,812 | 0.0% | 0.00% | -50.0% | |
| OIA | INVESCO MUNI INCOME OPP TRST | $24,000 | 0.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
| IART | INTEGRA LIFESCIENCES HLDGS C | $38,000 | -2.6% | 574 | 0.0% | 0.00% | 0.0% | |
| BJUN | INNOVATOR ETFS TRs&p 500 buffer | $31,000 | +6.9% | 900 | 0.0% | 0.00% | 0.0% | |
| PJUN | INNOVATOR ETFS TRs&p 500 pwr bu | $31,000 | +3.3% | 950 | 0.0% | 0.00% | 0.0% | |
| USEP | INNOVATOR ETFS TRs&p 500 ultra | $29,000 | 0.0% | 1,025 | 0.0% | 0.00% | 0.0% | |
| MTZ | MASTEC INC | $23,000 | +9.5% | 248 | 0.0% | 0.00% | 0.0% | |
| INSP | INSPIRE MED SYS INC | $23,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MLAB | MESA LABS INC | $26,000 | +8.3% | 80 | 0.0% | 0.00% | 0.0% | |
| IIF | MORGAN STANLEY INDIA INVT FD | $31,000 | -3.1% | 1,174 | 0.0% | 0.00% | 0.0% | |
| NSTG | NANOSTRING TECHNOLOGIES INC | $27,000 | -12.9% | 642 | 0.0% | 0.00% | 0.0% | |
| NTRA | NATERA INC | $29,000 | -17.1% | 313 | 0.0% | 0.00% | 0.0% | |
| NCNO | NCINO INC | $45,000 | -22.4% | 822 | 0.0% | 0.00% | -50.0% | |
| HCAT | HEALTH CATALYST INC | $36,000 | -20.0% | 900 | 0.0% | 0.00% | 0.0% | |
| HLNE | HAMILTON LANE INCcl a | $36,000 | +20.0% | 350 | 0.0% | 0.00% | 0.0% | |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | $47,000 | +2.2% | 2,786 | 0.0% | 0.00% | 0.0% | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $25,000 | 0.0% | 1,087 | 0.0% | 0.00% | 0.0% | |
| GURU | GLOBAL X FDSglb x guru index | $28,000 | -3.4% | 600 | 0.0% | 0.00% | 0.0% | |
| OTTR | OTTER TAIL CORP | $56,000 | +27.3% | 785 | 0.0% | 0.00% | 0.0% | |
| GTY | GETTY RLTY CORP NEW | $34,000 | +9.7% | 1,068 | 0.0% | 0.00% | 0.0% | |
| ISD | PGIM HIGH YIELD BOND FUND IN | $29,000 | -3.3% | 1,826 | 0.0% | 0.00% | 0.0% | |
| PKOH | PARK OHIO HLDGS CORP | $58,000 | -17.1% | 2,730 | 0.0% | 0.00% | -50.0% | |
| FELE | FRANKLIN ELEC INC | $28,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% | |
| FOX | FOX CORP | $47,000 | -7.8% | 1,372 | 0.0% | 0.00% | 0.0% | |
| FND | FLOOR DECOR HLDGS INCcl a | $52,000 | +8.3% | 398 | 0.0% | 0.00% | 0.0% | |
| EMNT | PIMCO ETF TRenhancd short | $45,000 | 0.0% | 447 | 0.0% | 0.00% | 0.0% | |
| FBC | FLAGSTAR BANCORP INC | $32,000 | -5.9% | 665 | 0.0% | 0.00% | 0.0% | |
| PHT | PIONEER HIGH INCOME TR | $41,000 | -2.4% | 4,255 | 0.0% | 0.00% | 0.0% | |
| PLXS | PLEXUS CORP | $34,000 | +9.7% | 352 | 0.0% | 0.00% | 0.0% | |
| PRI | PRIMERICA INC | $26,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
| PRGS | PROGRESS SOFTWARE CORP | $32,000 | -3.0% | 666 | 0.0% | 0.00% | 0.0% | |
| USD | PROSHARES TR | $30,000 | +57.9% | 564 | 0.0% | 0.00% | 0.0% | |
| SRCE | 1ST SOURCE CORP | $25,000 | +4.2% | 509 | 0.0% | 0.00% | 0.0% | |
| FFWM | FIRST FNDTN INC | $29,000 | -6.5% | 1,170 | 0.0% | 0.00% | 0.0% | |
| QMCO | QUANTUM CORP | $52,000 | +6.1% | 9,377 | 0.0% | 0.00% | 0.0% | |
| FHI | FEDERATED HERMES INCcl b | $36,000 | +16.1% | 950 | 0.0% | 0.00% | 0.0% | |
| FSS | FEDERAL SIGNAL CORP | $43,000 | +10.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SEIC | SEI INVTS CO | $37,000 | +2.8% | 604 | 0.0% | 0.00% | 0.0% | |
| SPSC | SPS COMM INC | $51,000 | -10.5% | 355 | 0.0% | 0.00% | -50.0% | |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $47,000 | +4.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XHE | SPDR SER TRhlth cr equip | $29,000 | -6.5% | 250 | 0.0% | 0.00% | 0.0% | |
| RWR | SPDR SER TRdj reit etf | $42,000 | +16.7% | 346 | 0.0% | 0.00% | 0.0% | |
| ESBA | EMPIRE ST RLTY OP L Punit ltd prtnsp | $67,000 | -11.8% | 7,609 | 0.0% | 0.00% | -50.0% | |
| EMN | EASTMAN CHEM CO | $28,000 | +16.7% | 234 | 0.0% | 0.00% | 0.0% | |
| HAIL | SPDR SER TRs&p kensho smart | $23,000 | 0.0% | 420 | 0.0% | 0.00% | 0.0% | |
| QUS | SPDR SER TRmsci usa strtgic | $37,000 | +8.8% | 283 | 0.0% | 0.00% | 0.0% | |
| SAIA | SAIA INC | $42,000 | +40.0% | 125 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $49,000 | -3.9% | 1,023 | 0.0% | 0.00% | 0.0% | |
| BFS | SAUL CTRS INC | $27,000 | +17.4% | 511 | 0.0% | 0.00% | 0.0% | |
| SCHN | SCHNITZER STEEL INDS INCcl a | $39,000 | +18.2% | 751 | 0.0% | 0.00% | 0.0% | |
| QQQE | DIREXION SHS ETF TRnas100 eql wgt | $46,000 | +4.5% | 536 | 0.0% | 0.00% | 0.0% | |
| DIN | DINE BRANDS GLOBAL INC | $38,000 | -7.3% | 500 | 0.0% | 0.00% | 0.0% | |
| VFL | DELAWARE INVTS NATL MUN INCOsh ben int | $27,000 | 0.0% | 1,918 | 0.0% | 0.00% | 0.0% | |
| SJR | SHAW COMMUNICATIONS INCcl b conv | $38,000 | +5.6% | 1,250 | 0.0% | 0.00% | 0.0% | |
| TSLX | SIXTH STREET SPECIALTY LENDN | $54,000 | +5.9% | 2,310 | 0.0% | 0.00% | 0.0% | |
| CYRX | CRYOPORT INC | $30,000 | -9.1% | 500 | 0.0% | 0.00% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $35,000 | +6.1% | 124 | 0.0% | 0.00% | 0.0% | |
| OFC | CORPORATE OFFICE PPTYS TRsh ben int | $28,000 | +3.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CBU | COMMUNITY BK SYS INC | $62,000 | +8.8% | 828 | 0.0% | 0.00% | -50.0% | |
| SLF | SUN LIFE FINANCIAL INC | $63,000 | +8.6% | 1,136 | 0.0% | 0.00% | -50.0% | |
| TEN | TENNECO INC | $66,000 | -20.5% | 5,837 | 0.0% | 0.00% | -50.0% | |
| CHEF | CHEFS WHSE INC | $28,000 | +3.7% | 842 | 0.0% | 0.00% | 0.0% | |
| TRI | THOMSON REUTERS CORP | $51,000 | +8.5% | 425 | 0.0% | 0.00% | 0.0% | |
| TSBK | TIMBERLAND BANCORP INC | $28,000 | -3.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CET | CENTRAL SECS CORP | $66,000 | +6.5% | 1,478 | 0.0% | 0.00% | -50.0% | |
| CE | CELANESE CORP DEL | $56,000 | +12.0% | 335 | 0.0% | 0.00% | 0.0% | |
| TTAC | TRIMTABS ETF TRus free cash flw | $48,000 | +2.1% | 876 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMP BK COMM | $38,000 | +5.6% | 325 | 0.0% | 0.00% | 0.0% | |
| CLMT | CALUMET SPECIALTY PRODS PTNRut ltd partner | $25,000 | +66.7% | 1,900 | 0.0% | 0.00% | – | |
| CALX | CALIX INC | $32,000 | +60.0% | 400 | 0.0% | 0.00% | 0.0% | |
| BMTC | BRYN MAWR BK CORP | $23,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $49,000 | +6.5% | 234 | 0.0% | 0.00% | 0.0% | |
| BHK | BLACKROCK CORE BD TR | $67,000 | -1.5% | 4,080 | 0.0% | 0.00% | -50.0% | |
| BHV | BLACKROCK VA MUN BD TR | $31,000 | +3.3% | 1,700 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK NOVA SCOTIA B C | $47,000 | +17.5% | 650 | 0.0% | 0.00% | 0.0% | |
| BMO | BANK MONTREAL QUE | $58,000 | +7.4% | 538 | 0.0% | 0.00% | 0.0% | |
| BCSF | BAIN CAP SPECIALTY FIN INC | $54,000 | +1.9% | 3,546 | 0.0% | 0.00% | 0.0% | |
| BBL | BHP GROUP PLCsponsored adr | $30,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| VRCA | VERRICA PHARMACEUTICALS INC | $35,000 | -27.1% | 3,828 | 0.0% | 0.00% | 0.0% | |
| IGA | VOYA GLBL ADV PREM OPP FD | $31,000 | +6.9% | 2,958 | 0.0% | 0.00% | 0.0% | |
| WVFC | WVS FINL CORP | $35,000 | -5.4% | 2,300 | 0.0% | 0.00% | 0.0% | |
| ARRY | ARRAY TECHNOLOGIES INC | $34,000 | -15.0% | 2,147 | 0.0% | 0.00% | 0.0% | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $40,000 | +5.3% | 1,550 | 0.0% | 0.00% | 0.0% | |
| ARDC | ARES DYNAMIC CR ALLOCATION F | $57,000 | 0.0% | 3,500 | 0.0% | 0.00% | -50.0% | |
| WSBC | WESBANCO INC | $58,000 | +3.6% | 1,656 | 0.0% | 0.00% | 0.0% | |
| GDO | WESTERN ASSET GLOBAL CP DEFI | $51,000 | -3.8% | 2,928 | 0.0% | 0.00% | 0.0% | |
| WEX | WEX INC | $51,000 | -20.3% | 364 | 0.0% | 0.00% | -50.0% | |
| ANIX | ANIXA BIOSCIENCES INC | $43,000 | -37.7% | 14,500 | 0.0% | 0.00% | -50.0% | |
| WIT | WIPRO LTDspon adr 1 sh | $62,000 | +10.7% | 6,391 | 0.0% | 0.00% | 0.0% | |
| AMSF | AMERISAFE INC | $38,000 | -2.6% | 700 | 0.0% | 0.00% | 0.0% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $66,000 | +6.5% | 820 | 0.0% | 0.00% | -50.0% | |
| XHR | XENIA HOTELS RESORTS INC | $25,000 | 0.0% | 1,394 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $27,000 | +3.8% | 6,511 | 0.0% | 0.00% | 0.0% | |
| ZUMZ | ZUMIEZ INC | $35,000 | +20.7% | 726 | 0.0% | 0.00% | 0.0% | |
| FN | FABRINET | $40,000 | +14.3% | 341 | 0.0% | 0.00% | 0.0% | |
| ASC | ARDMORE SHIPPING CORP | $41,000 | -18.0% | 12,020 | 0.0% | 0.00% | 0.0% | |
| LPG | DORIAN LPG LTD | $31,000 | 0.0% | 2,460 | 0.0% | 0.00% | 0.0% | |
| ERUS | ISHARES INCmsci russia etf | $43,000 | -10.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SIZE | ISHARES TRmsci usa sze ft | $57,000 | +7.5% | 412 | 0.0% | 0.00% | 0.0% | |
| BGRN | ISHARES TRgbl green etf | $44,000 | 0.0% | 810 | 0.0% | 0.00% | 0.0% | |
| ITI | ITERIS INC NEW | $26,000 | -25.7% | 6,600 | 0.0% | 0.00% | 0.0% | |
| INDY | ISHARES TRindia 50 etf | $40,000 | -9.1% | 850 | 0.0% | 0.00% | 0.0% | |
| IWX | ISHARES TRrus tp200 vl etf | $53,000 | +6.0% | 758 | 0.0% | 0.00% | 0.0% | |
| EXI | ISHARES TRglob indstrl etf | $37,000 | +5.7% | 300 | 0.0% | 0.00% | 0.0% | |
| EWL | ISHARES INCmsci switzerland | $63,000 | +14.5% | 1,186 | 0.0% | 0.00% | 0.0% | |
| EWQ | ISHARES INCmsci france etf | $39,000 | +5.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EIS | ISHARES INCmsci israel etf | $57,000 | +9.6% | 730 | 0.0% | 0.00% | 0.0% | |
| LI | LI AUTO INCsponsored ads | $48,000 | +23.1% | 1,500 | 0.0% | 0.00% | 0.0% | |
| SCD | LMP CAP INCOME FD INC | $64,000 | +10.3% | 4,200 | 0.0% | 0.00% | -50.0% | |
| QDEL | QUIDEL CORP | $11,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| FDMO | FIDELITY COVINGTON TRUSTmomentum factr | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| FIDI | FIDELITY COVINGTON TRUSTint hg div etf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $8,000 | 0.0% | 103 | 0.0% | 0.00% | – | |
| WWD | WOODWARD INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| WK | WORKIVA INC | $20,000 | -4.8% | 151 | 0.0% | 0.00% | -100.0% | |
| RDFN | REDFIN CORP | $18,000 | -21.7% | 456 | 0.0% | 0.00% | -100.0% | |
| RWT | REDWOOD TR INC | $8,000 | 0.0% | 635 | 0.0% | 0.00% | – | |
| REDWOOD TR INCnote 4.750% 8/1 | $14,000 | 0.0% | 14,000 | 0.0% | 0.00% | – | ||
| PGEN | PRECIGEN INC | $3,000 | -25.0% | 800 | 0.0% | 0.00% | – | |
| WING | WINGSTOP INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| PSMT | PRICESMART INC | $19,000 | -5.0% | 257 | 0.0% | 0.00% | -100.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| TBT | PROSHARES TR | $2,000 | 0.0% | 114 | 0.0% | 0.00% | – | |
| WOOD | ISHARES TRgl timb fore etf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| SRTY | PROSHARES TRultpro sht 2017 | $5,000 | -16.7% | 600 | 0.0% | 0.00% | – | |
| EZM | WISDOMTREE TRus midcap fund | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
| DDM | PROSHARES TR | $16,000 | +14.3% | 200 | 0.0% | 0.00% | – | |
| EET | PROSHARES TRmsci emrg etf | $9,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| FYX | FIRST TR SML CP CORE ALPHA F | $14,000 | +7.7% | 146 | 0.0% | 0.00% | – | |
| AMWD | AMERICAN WOODMARK CORPORATIO | $13,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| TBF | PROSHARES TRshrt 20+yr tre | $3,000 | 0.0% | 179 | 0.0% | 0.00% | – | |
| XPP | PROSHARES TRult ftse chin 50 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | – | |
| DOL | WISDOMTREE TRintl lrgcap dv | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| FMBI | FIRST MIDWEST BANCORP DEL | $3,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $20,000 | -20.0% | 1,025 | 0.0% | 0.00% | -100.0% | |
| FLDR | FIDELITY COVINGTON TRUSTlow durtin etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| WFHY | WISDOMTREE TRus hgh yld corp | $6,000 | 0.0% | 109 | 0.0% | 0.00% | – | |
| RGNX | REGENXBIO INC | $13,000 | -23.5% | 400 | 0.0% | 0.00% | – | |
| WW | WW INTL INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| RGEN | REPLIGEN CORP | $6,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| KEP | KOREA ELECTRIC PWRsponsored adr | $20,000 | -9.1% | 2,187 | 0.0% | 0.00% | -100.0% | |
| AAT | AMERICAN ASSETS TR INC | $19,000 | 0.0% | 500 | 0.0% | 0.00% | -100.0% | |
| UHAL | AMERCO | $17,000 | +13.3% | 23 | 0.0% | 0.00% | – | |
| LQDI | ISHARES U S ETF TRinflation hedg | $6,000 | 0.0% | 199 | 0.0% | 0.00% | – | |
| EVOK | EVOKE PHARMA INC | $3,000 | -57.1% | 5,000 | 0.0% | 0.00% | – | |
| IBDS | ISHARES TRibonds 27 etf | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| YMTX | YUMANITY THERAPEUTICS INC | $4,000 | -69.2% | 1,280 | 0.0% | 0.00% | – | |
| EQX | EQUINOX GOLD CORP | $2,000 | 0.0% | 310 | 0.0% | 0.00% | – | |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $6,000 | +20.0% | 106 | 0.0% | 0.00% | – | |
| AYX | ALTERYX INC | $8,000 | -20.0% | 140 | 0.0% | 0.00% | – | |
| ETTX | ENTASIS THERAPEUTICS HLDGS I | $9,000 | -30.8% | 4,000 | 0.0% | 0.00% | – | |
| ENSG | ENSIGN GROUP INC | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| EPAC | ENERPAC TOOL GROUP CORP | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| LDEM | ISHARES TResg msci em ldrs | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| ELDN | ELEDON PHARMACEUTICALS INC | $4,000 | -20.0% | 850 | 0.0% | 0.00% | – | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $15,000 | +7.1% | 185 | 0.0% | 0.00% | – | |
| EC | ECOPETROL S Asponsored ads | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| EXD | EATON VANCE TAX MNGD BUY WRI | $9,000 | +12.5% | 725 | 0.0% | 0.00% | – | |
| ETB | EATON VANCE TAX MNGED BUY WR | $6,000 | +20.0% | 330 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $4,000 | +33.3% | 219 | 0.0% | 0.00% | – | |
| EFT | EATON VANCE FLTING RATE INC | $5,000 | 0.0% | 330 | 0.0% | 0.00% | – | |
| ULST | SSGA ACTIVE ETF TRult sht trm bd | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| EGP | EASTGROUP PPTYS INC | $12,000 | +33.3% | 52 | 0.0% | 0.00% | – | |
| FITE | SPDR SER TRs&p kensho futre | $13,000 | +8.3% | 245 | 0.0% | 0.00% | – | |
| ALKS | ALKERMES PLC | $3,000 | -25.0% | 118 | 0.0% | 0.00% | – | |
| SIMS | SPDR SER TRs&p kensho intlg | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| IVES | ETF MANAGERS TRwedbush etfmg | $21,000 | -8.7% | 440 | 0.0% | 0.00% | -100.0% | |
| IPAY | ETF MANAGERS TRprime mobile pay | $1,000 | -50.0% | 25 | 0.0% | 0.00% | – | |
| TIPX | SPDR SER TRblomberg 1 10 yr | $20,000 | 0.0% | 959 | 0.0% | 0.00% | -100.0% | |
| KRC | KILROY RLTY CORP | $5,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| WTER | ALKALINE WTR CO INC | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
| SILJ | ETF MANAGERS TRprime junir slvr | $18,000 | +5.9% | 1,435 | 0.0% | 0.00% | – | |
| SAIL | SAILPOINT TECHNOLOGIES HLDGS | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – | |
| BDRY | ETF MANAGERS GRP COMMDTY TRbreakwave dry | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| MAGA | ETF SER SOLUTIONSpoint bridge gop | $7,000 | 0.0% | 189 | 0.0% | 0.00% | – | |
| QTUM | ETF SER SOLUTIONSdefiance quant | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – | |
| ALRM | ALARM COM HLDGS INC | $18,000 | +12.5% | 211 | 0.0% | 0.00% | – | |
| AGI | ALAMOS GOLD INC NEW | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| DYN | DYNE THERAPEUTICS INC | $10,000 | -23.1% | 800 | 0.0% | 0.00% | – | |
| ATSG | AIR TRANSPORT SERVICES GRP I | $7,000 | +16.7% | 230 | 0.0% | 0.00% | – | |
| DLTH | DULUTH HLDGS INC | $12,000 | +9.1% | 800 | 0.0% | 0.00% | – | |
| PLOW | DOUGLAS DYNAMICS INC | $18,000 | +5.9% | 471 | 0.0% | 0.00% | – | |
| JBL | JABIL INC | $21,000 | +16.7% | 300 | 0.0% | 0.00% | – | |
| EDC | DIREXION SHS ETF TRdly emg mk bl 3x | $11,000 | -8.3% | 155 | 0.0% | 0.00% | – | |
| ERX | DIREXION SHS ETF TRdly enrgy bull2x | $2,000 | +100.0% | 52 | 0.0% | 0.00% | – | |
| GUSH | DIREXION SHS ETF TRoil gas bl 2x sh | $2,000 | -33.3% | 28 | 0.0% | 0.00% | – | |
| SPDN | DIREXION SHS ETF TRdly s&p500 br 1x | $18,000 | -10.0% | 1,278 | 0.0% | 0.00% | -100.0% | |
| ILTB | ISHARES TRcore lt usdb etf | $12,000 | 0.0% | 172 | 0.0% | 0.00% | – | |
| DFAU | DIMENSIONAL ETF TRUSTus core eqt mkt | $18,000 | +5.9% | 550 | 0.0% | 0.00% | – | |
| SCORPIO TANKERS INCnote 3.000% 5/1 | $22,000 | 0.0% | 22,000 | 0.0% | 0.00% | -100.0% | ||
| SPNE | SEASPINE HLDGS CORP | $2,000 | 0.0% | 158 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| AEZS | AETERNA ZENTARIS INC | $1,000 | -66.7% | 3,400 | 0.0% | 0.00% | – | |
| DCRNU | DECARBONIZATION PLUS ACQU IIunit 01/19/2026 | $5,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| SELB | SELECTA BIOSCIENCES INC | $10,000 | -16.7% | 3,000 | 0.0% | 0.00% | – | |
| HOLI | HOLLYSYS AUTOMATION TCHNGY L | $1,000 | -50.0% | 81 | 0.0% | 0.00% | – | |
| SESN | SESEN BIO INC | $1,000 | 0.0% | 1,800 | 0.0% | 0.00% | – | |
| SSTK | SHUTTERSTOCK INC | $22,000 | -4.3% | 198 | 0.0% | 0.00% | -100.0% | |
| EEMA | ISHARES INCmsci em asia etf | $3,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| SLAB | SILICON LABORATORIES INC | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| SAMG | SILVERCREST ASSET MGMT GROUPcl a | $6,000 | 0.0% | 363 | 0.0% | 0.00% | – | |
| AJRD | AEROJET ROCKETDYNE HLDGS INC | $8,000 | +14.3% | 162 | 0.0% | 0.00% | – | |
| LAZ | LAZARD LTD | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| DWEQ | ADVISORSHARES TRdorsy alph eql | $11,000 | +10.0% | 400 | 0.0% | 0.00% | – | |
| CRT | CROSS TIMBERS RTY TRtr unit | $22,000 | -18.5% | 1,922 | 0.0% | 0.00% | -100.0% | |
| NBR | NABORS INDUSTRIES LTD | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| NVSAU | NEW VISTA ACQUISITION CORPunit 02/01/2026 | $10,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| SLRC | SLR INVESTMENT CORP | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $6,000 | -14.3% | 50 | 0.0% | 0.00% | – | |
| CLM | CORNERSTONE STRATEGIC VALUE | $4,000 | +33.3% | 250 | 0.0% | 0.00% | – | |
| SFL | SFL CORPORATION LTD | $21,000 | -4.5% | 2,631 | 0.0% | 0.00% | -100.0% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $16,000 | +6.7% | 2,000 | 0.0% | 0.00% | – | |
| ACR | ACRES COMMERCIAL REALTY CORP | $2,000 | 0.0% | 124 | 0.0% | 0.00% | – | |
| CRK | COMSTOCK RES INC | $16,000 | -23.8% | 2,000 | 0.0% | 0.00% | -100.0% | |
| CMC | COMMERCIAL METALS CO | $22,000 | +22.2% | 600 | 0.0% | 0.00% | – | |
| ECON | COLUMBIA ETF TR IIemrg markets etf | $5,000 | -16.7% | 227 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC | $2,000 | -33.3% | 415 | 0.0% | 0.00% | – | |
| CLVS | CLOVIS ONCOLOGY INC | $11,000 | -38.9% | 4,000 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $3,000 | -40.0% | 710 | 0.0% | 0.00% | – | |
| TCHP | T ROWE PRICE ETF INCprice blue chip | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| SKT | TANGER FACTORY OUTLET CTRS I | $4,000 | +33.3% | 200 | 0.0% | 0.00% | – | |
| CIO | CITY OFFICE REIT INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| CRUS | CIRRUS LOGIC INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| TARS | TARSUS PHARMACEUTICALS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| TCCO | TECHNICAL COMMUNICATIONS COR | $7,000 | -36.4% | 4,000 | 0.0% | 0.00% | – | |
| HQH | TEKLA HEALTHCARE INVSsh ben int | $13,000 | -7.1% | 535 | 0.0% | 0.00% | – | |
| WBIY | ABSOLUTE SHS TRwbi pwr fctr etf | $4,000 | 0.0% | 139 | 0.0% | 0.00% | – | |
| TDF | TEMPLETON DRAGON FD INC | $7,000 | 0.0% | 406 | 0.0% | 0.00% | – | |
| TEI | TEMPLETON EMERGING MKTS INCO | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| IXP | ISHARES TR | $14,000 | -6.7% | 175 | 0.0% | 0.00% | – | |
| PPLT | ABERDEEN STD PLATINUM ETF TR | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| GLOB | GLOBANT S A | $11,000 | +10.0% | 35 | 0.0% | 0.00% | – | |
| IAF | ABERDEEN AUSTRALIA EQUITY FD | $18,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| CERT | CERTARA INC | $3,000 | -25.0% | 106 | 0.0% | 0.00% | – | |
| ISCG | ISHARES TRmrgstr sm cp gr | $4,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
| EVGN | EVOGENE LTD | $5,000 | -37.5% | 3,000 | 0.0% | 0.00% | – | |
| EBRB | CENTRAIS ELETRICAS BRASILEIRspon adr pfd b | $1,000 | -50.0% | 229 | 0.0% | 0.00% | – | |
| GBF | ISHARES TRgov/cred bd etf | $10,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
| SAVA | CASSAVA SCIENCES INC | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
| CASY | CASEYS GEN STORES INC | $21,000 | +5.0% | 106 | 0.0% | 0.00% | -100.0% | |
| TGI | TRIUMPH GROUP INC NEW | $9,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| MEDS | TRXADE GROUP INC | $12,000 | -52.0% | 5,000 | 0.0% | 0.00% | -100.0% | |
| TPC | TUTOR PERINI CORP | $4,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| CSIQ | CANADIAN SOLAR INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| TWOU | 2U INC | $2,000 | -33.3% | 82 | 0.0% | 0.00% | – | |
| CPE | CALLON PETE CO DEL | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| UMI | USCF ETF TRmidstream energy | $5,000 | 0.0% | 168 | 0.0% | 0.00% | – | |
| CAMP | CALAMP CORP | $2,000 | -33.3% | 300 | 0.0% | 0.00% | – | |
| CLB | CORE LABORATORIES N V | $14,000 | -17.6% | 610 | 0.0% | 0.00% | – | |
| ANGI | ANGI INC | $2,000 | 0.0% | 185 | 0.0% | 0.00% | – | |
| GIB | CGI INCcl a sub vtg | $10,000 | +11.1% | 109 | 0.0% | 0.00% | – | |
| AMN | AMN HEALTHCARE SVCS INC | $4,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| JNCE | JOUNCE THERAPEUTICS INC | $17,000 | +13.3% | 2,000 | 0.0% | 0.00% | – | |
| DSX | DIANA SHIPPING INC | $3,000 | -40.0% | 795 | 0.0% | 0.00% | – | |
| UEC | URANIUM ENERGY CORP | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| BRKS | BROOKS AUTOMATION INC NEW | $15,000 | 0.0% | 144 | 0.0% | 0.00% | – | |
| BKF | ISHARES INCmsci bric indx | $22,000 | -8.3% | 500 | 0.0% | 0.00% | -100.0% | |
| NVGS | NAVIGATOR HLDGS LTD | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| DMB | BNY MELLON MUN BD INFRASTRUC | $12,000 | 0.0% | 800 | 0.0% | 0.00% | – | |
| DSM | BNY MELLON STRATEGIC MUN BD | $4,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| BPMC | BLUEPRINT MEDICINES CORP | $9,000 | +12.5% | 80 | 0.0% | 0.00% | – | |
| BXC | BLUELINX HLDGS INC | $12,000 | +100.0% | 128 | 0.0% | 0.00% | – | |
| BLUE | BLUEBIRD BIO INC | $3,000 | -50.0% | 320 | 0.0% | 0.00% | – | |
| BBH | VANECK VECTORS ETF TRbiotech etf | $9,000 | -10.0% | 50 | 0.0% | 0.00% | – | |
| BE | BLOOM ENERGY CORP | $11,000 | +22.2% | 500 | 0.0% | 0.00% | – | |
| CII | BLACKROCK ENHANCED CAP INC | $11,000 | +10.0% | 500 | 0.0% | 0.00% | – | |
| FRA | BLACKROCK FLOATING RATE INCO | $9,000 | 0.0% | 700 | 0.0% | 0.00% | – | |
| MUE | BLACKROCK MUNIHOLDINGS QUALI | $7,000 | 0.0% | 490 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW | $14,000 | -17.6% | 722 | 0.0% | 0.00% | – | |
| LSCC | LATTICE SEMICONDUCTOR CORP | $8,000 | +33.3% | 100 | 0.0% | 0.00% | – | |
| CEMB | ISHARES INCjp mrg em crp bd | $5,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| LVHD | LEGG MASON ETF INVT TRl vol h div etf | $16,000 | +14.3% | 400 | 0.0% | 0.00% | – | |
| BGY | BLACKROCK ENHANCED INTL DIV | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $4,000 | 0.0% | 283 | 0.0% | 0.00% | – | |
| LX | LEXINFINTECH HLDGS LTDadr | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | – | |
| DBO | INVESCO DB MULTI SECTOR COMMoil fd | $4,000 | 0.0% | 327 | 0.0% | 0.00% | – | |
| DBA | INVESCO DB MULTI SECTOR COMMagriculture fd | $4,000 | 0.0% | 205 | 0.0% | 0.00% | – | |
| LGND | LIGAND PHARMACEUTICALS INC | $15,000 | +7.1% | 100 | 0.0% | 0.00% | – | |
| LFVN | LIFEVANTAGE CORP | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| IPKW | INVESCO EXCH TRADED FD TR IIintl buyback | $10,000 | -9.1% | 250 | 0.0% | 0.00% | – | |
| SPXZ | LISTED FD TRmorgan creek | $8,000 | 0.0% | 480 | 0.0% | 0.00% | – | |
| IDLV | INVESCO EXCH TRADED FD TR IIs&p intl low | $13,000 | +8.3% | 400 | 0.0% | 0.00% | – | |
| BSM | BLACK STONE MINERALS L P | $5,000 | -16.7% | 500 | 0.0% | 0.00% | – | |
| CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $13,000 | +8.3% | 136 | 0.0% | 0.00% | – | |
| PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| BTAI | BIOXCEL THERAPEUTICS INC | $3,000 | -25.0% | 131 | 0.0% | 0.00% | – | |
| MCR | MFS CHARTER INCOME TRsh ben int | $20,000 | 0.0% | 2,300 | 0.0% | 0.00% | -100.0% | |
| XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| MGF | MFS GOVT MKTS INCOME TRsh ben int | $4,000 | 0.0% | 927 | 0.0% | 0.00% | – | |
| PBP | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $15,000 | 0.0% | 656 | 0.0% | 0.00% | – | |
| TECH | BIO TECHNE CORP | $19,000 | +5.6% | 37 | 0.0% | 0.00% | – | |
| BIOC | BIOCEPT INC | $14,000 | -12.5% | 4,000 | 0.0% | 0.00% | – | |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $17,000 | +13.3% | 150 | 0.0% | 0.00% | – | |
| MSA | MSA SAFETY INC | $15,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| BLFS | BIOLIFE SOLUTIONS INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $12,000 | +20.0% | 150 | 0.0% | 0.00% | – | |
| MIC | MACQUARIE INFRASTRUCTURE COR | $1,000 | -93.8% | 390 | 0.0% | 0.00% | – | |
| BIGC | BIGCOMMERCE HLDGS INC | $11,000 | -26.7% | 300 | 0.0% | 0.00% | – | |
| MGNX | MACROGENICS INC | $2,000 | -33.3% | 120 | 0.0% | 0.00% | – | |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $13,000 | 0.0% | 177 | 0.0% | 0.00% | – | |
| BRBR | BELLRING BRANDS INC | $21,000 | -8.7% | 750 | 0.0% | 0.00% | -100.0% | |
| IMLP | BARCLAYS BANK PLCipath s&p mlp | $4,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| VGLT | VANGUARD SCOTTSDALE FDSlong term treas | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| FNGU | BANK OF MONTREALmicrosectors idx | $19,000 | -17.4% | 500 | 0.0% | 0.00% | -100.0% | |
| INFN | INFINERA CORP | $5,000 | +25.0% | 491 | 0.0% | 0.00% | – | |
| MAX | MEDIAALPHA INCcl a | $21,000 | -19.2% | 1,384 | 0.0% | 0.00% | -100.0% | |
| IBA | INDUSTRIAS BACHOCO SABspon adr b | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| MSB | MESABI TRctf ben int | $10,000 | -9.1% | 360 | 0.0% | 0.00% | – | |
| IFN | INDIA FD INC | $17,000 | -5.6% | 800 | 0.0% | 0.00% | – | |
| PI | IMPINJ INC | $9,000 | +50.0% | 100 | 0.0% | 0.00% | – | |
| MIDD | MIDDLEBY CORP | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| MRTX | MIRATI THERAPEUTICS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| IBRX | IMMUNITYBIO INC | $4,000 | -33.3% | 617 | 0.0% | 0.00% | – | |
| IMAX | IMAX CORP | $7,000 | -12.5% | 397 | 0.0% | 0.00% | – | |
| MUSA | MURPHY USA INC | $13,000 | +18.2% | 65 | 0.0% | 0.00% | – | |
| NBTB | NBT BANCORP INC | $8,000 | +14.3% | 200 | 0.0% | 0.00% | – | |
| HLI | HOULIHAN LOKEY INCcl a | $10,000 | +11.1% | 98 | 0.0% | 0.00% | – | |
| NATI | NATIONAL INSTRS CORP | $3,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
| AZEK | AZEK CO INCcl a | $16,000 | +23.1% | 345 | 0.0% | 0.00% | – | |
| HYB | NEW AMER HIGH INCOME FD INC | $19,000 | 0.0% | 2,000 | 0.0% | 0.00% | -100.0% | |
| NRO | NEUBERGER BERMAN REAL ESTATE | $6,000 | 0.0% | 1,188 | 0.0% | 0.00% | – | |
| NRZ | NEW RESIDENTIAL INVT CORP | $13,000 | -7.1% | 1,242 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $2,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| NEU | NEWMARKET CORP | $20,000 | +5.3% | 57 | 0.0% | 0.00% | -100.0% | |
| NR | NEWPARK RES INC | $6,000 | -14.3% | 2,000 | 0.0% | 0.00% | – | |
| HTBX | HEAT BIOLOGICS INC | $19,000 | -50.0% | 6,400 | 0.0% | 0.00% | -100.0% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| NWE | NORTHWESTERN CORP | $8,000 | 0.0% | 133 | 0.0% | 0.00% | – | |
| VHC | VIRNETX HLDG CORP | $22,000 | -33.3% | 8,459 | 0.0% | 0.00% | -100.0% | |
| AVID | AVID TECHNOLOGY INC | $10,000 | +11.1% | 300 | 0.0% | 0.00% | – | |
| NNY | NUVEEN N Y MUN VALUE FD INC | $5,000 | 0.0% | 519 | 0.0% | 0.00% | – | |
| AVYA | AVAYA HLDGS CORP | $6,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| GDYN | GRID DYNAMICS HLDGS INCcl a | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| NMCO | NUVEEN MUN CR OPPORTUNITIES | $13,000 | 0.0% | 835 | 0.0% | 0.00% | – | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $11,000 | +10.0% | 352 | 0.0% | 0.00% | – | |
| LOPE | GRAND CANYON ED INC | $6,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| JLS | NUVEEN MORTGAGE AND INCOME F | $8,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| ATHX | ATHERSYS INC NEW | $3,000 | -25.0% | 3,000 | 0.0% | 0.00% | – | |
| JCE | NUVEEN CORE EQUITY ALPHA FD | $13,000 | +8.3% | 700 | 0.0% | 0.00% | – | |
| GMED | GLOBUS MED INCcl a | $13,000 | 0.0% | 176 | 0.0% | 0.00% | – | |
| VUZI | VUZIX CORP | $1,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
| MILN | GLOBAL X FDSmill themc etf | $6,000 | 0.0% | 136 | 0.0% | 0.00% | – | |
| BUG | GLOBAL X FDScybrscurty etf | $17,000 | +6.2% | 520 | 0.0% | 0.00% | – | |
| OLO | OLO INCcl a | $12,000 | -33.3% | 588 | 0.0% | 0.00% | – | |
| AROW | ARROW FINL CORP | $4,000 | 0.0% | 127 | 0.0% | 0.00% | – | |
| GYLD | ARROW ETF TRarrow dj glb yld | $7,000 | 0.0% | 480 | 0.0% | 0.00% | – | |
| OPEN | OPENDOOR TECHNOLOGIES INC | $2,000 | -33.3% | 150 | 0.0% | 0.00% | – | |
| OPNT | OPIANT PHARMACEUTICALS INC | $17,000 | +30.8% | 500 | 0.0% | 0.00% | – | |
| OPRT | OPORTUN FINL CORP | $16,000 | -20.0% | 803 | 0.0% | 0.00% | -100.0% | |
| SRET | GLOBAL X FDSreit etf | $15,000 | 0.0% | 1,600 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $3,000 | -40.0% | 1,993 | 0.0% | 0.00% | – | ||
| KIDS | ORTHOPEDIATRICS CORP | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| PCG | PG E CORP | $12,000 | +20.0% | 1,000 | 0.0% | 0.00% | – | |
| GBCI | GLACIER BANCORP INC NEW | $12,000 | 0.0% | 218 | 0.0% | 0.00% | – | |
| WASH | WASHINGTON TR BANCORP | $7,000 | +16.7% | 119 | 0.0% | 0.00% | – | |
| AHH | ARMADA HOFFLER PPTYS INC | $12,000 | +9.1% | 800 | 0.0% | 0.00% | – | |
| GRX | GABELLI HLTHCARE WELLNESS | $3,000 | 0.0% | 251 | 0.0% | 0.00% | – | |
| PTMC | PACER FDS TRtrendp us mid cp | $18,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| FULT | FULTON FINL CORP PA | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| W | WAYFAIR INCcl a | $3,000 | -25.0% | 16 | 0.0% | 0.00% | – | |
| PRTY | PARTY CITY HOLDCO INC | $12,000 | -25.0% | 2,200 | 0.0% | 0.00% | – | |
| ARNC | ARCONIC CORPORATION | $5,000 | 0.0% | 161 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HLDG CORP | $9,000 | -10.0% | 36 | 0.0% | 0.00% | – | |
| FTF | FRANKLIN LTD DURATION INCOME | $18,000 | 0.0% | 1,966 | 0.0% | 0.00% | – | |
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $19,000 | +5.6% | 600 | 0.0% | 0.00% | – | |
| PBA | PEMBINA PIPELINE CORP | $10,000 | -9.1% | 343 | 0.0% | 0.00% | – | |
| PVAC | PENN VA CORP | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| PFLT | PENNANTPARK FLOATING RATE CA | $6,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| PEI | PENNSYLVANIA REAL ESTATE INVsh ben int | $5,000 | -50.0% | 5,000 | 0.0% | 0.00% | – | |
| PPTA | PERPETUA RESOURCES CORP | $2,000 | 0.0% | 380 | 0.0% | 0.00% | – | |
| APPH | APPHARVEST INC | $5,000 | -37.5% | 1,225 | 0.0% | 0.00% | – | |
| FOCS | FOCUS FINL PARTNERS INC | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| AFT | APOLLO SR FLOATING RATE FD I | $5,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| RCS | PIMCO STRATEGIC INCOME FD | $11,000 | -8.3% | 1,650 | 0.0% | 0.00% | – | |
| GUNR | FLEXSHARES TRmornstar upstr | $4,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| SBI | WESTERN ASSET INTER MUNI FD | $3,000 | 0.0% | 330 | 0.0% | 0.00% | – | |
| SUSC | ISHARES TResg awre usd etf | $12,000 | 0.0% | 430 | 0.0% | 0.00% | – | |
| WBK | WESTPAC BANKING CORPsponsored adr | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
| FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $12,000 | 0.0% | 314 | 0.0% | 0.00% | – | |
| AIRC | APARTMENT INCOME REIT CORP | $8,000 | +14.3% | 140 | 0.0% | 0.00% | – | |
| MAV | PIONEER MUN HIGH INCOME ADVA | $14,000 | 0.0% | 1,200 | 0.0% | 0.00% | – | |
| WSR | WHITESTONE REIT | $21,000 | 0.0% | 2,100 | 0.0% | 0.00% | -100.0% | |
| BUFR | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $4,000 | 0.0% | 155 | 0.0% | 0.00% | – | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| FTLS | FIRST TR EXCH TRADED FD IIIlng/sht equity | $10,000 | +11.1% | 186 | 0.0% | 0.00% | – | |
| FEI | FIRST TR MLP ENERGY INCOM | $3,000 | 0.0% | 400 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q3 2023 | 4.6% |
| ISHARES TR | 11 | Q3 2023 | 4.4% |
| AMAZON COM INC | 11 | Q3 2023 | 3.0% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 11 | Q3 2023 | 2.3% |
| VANGUARD WORLD FDS | 11 | Q3 2023 | 2.0% |
| SPDR S&P 500 ETF TR | 11 | Q3 2023 | 1.6% |
| ISHARES TR | 11 | Q3 2023 | 1.8% |
| ALPHABET INC | 11 | Q3 2023 | 1.6% |
| VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 3.2% |
View Spire Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-14 |
View Spire Wealth Management'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.