$2.43 Billion is the total value of Spire Wealth Management's 2640 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMAR | INNOVATOR ETFS TRus eqty bufr mar | $800,000 | -11.7% | 25,850 | 0.0% | 0.03% | +37.5% | |
| PMAR | INNOVATOR ETFS TRus eqty pwr buf | $575,000 | -8.6% | 19,500 | 0.0% | 0.02% | +41.2% | |
| EWW | ISHARES INCmsci mexico etf | $440,000 | -15.2% | 9,440 | 0.0% | 0.02% | +28.6% | |
| EWX | SPDR INDEX SHS FDSs&p emktsc etf | $394,000 | -14.0% | 8,089 | 0.0% | 0.02% | +33.3% | |
| FDS | FACTSET RESH SYS INC | $314,000 | -11.5% | 817 | 0.0% | 0.01% | +30.0% | |
| UMAR | INNOVATOR ETFS TRus eqt ultra bf | $291,000 | -7.0% | 10,350 | 0.0% | 0.01% | +50.0% | |
| PFEB | INNOVATOR ETFS TRus eqty pwr buf | $297,000 | -8.0% | 11,000 | 0.0% | 0.01% | +33.3% | |
| STK | COLUMBIA SELIGM PREM TECHgr | $263,000 | -22.0% | 10,500 | 0.0% | 0.01% | +22.2% | |
| PJAN | INNOVATOR ETFS TRus eqty pwr buf | $276,000 | -8.0% | 9,200 | 0.0% | 0.01% | +37.5% | |
| UJUN | INNOVATOR ETFS TRus eqt ultra bf | $237,000 | -9.2% | 8,900 | 0.0% | 0.01% | +42.9% | |
| MPWR | MONOLITHIC PWR SYS INC | $233,000 | -21.0% | 607 | 0.0% | 0.01% | +25.0% | |
| JVAL | J P MORGAN EXCHANGE TRADED Fus value factr | $216,000 | -13.3% | 6,733 | 0.0% | 0.01% | +28.6% | |
| NG | NOVAGOLD RES INC | $214,000 | -37.8% | 44,540 | 0.0% | 0.01% | 0.0% | |
| SBCF | SEACOAST BKG CORP FLA | $193,000 | -5.9% | 5,846 | 0.0% | 0.01% | +60.0% | |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $190,000 | -9.5% | 15,564 | 0.0% | 0.01% | +33.3% | |
| DFAI | DIMENSIONAL ETF TRUSTintl core eqt mk | $205,000 | -14.6% | 8,509 | 0.0% | 0.01% | +33.3% | |
| PLX | PROTALIX BIOTHERAPEUTICS INC | $162,000 | +2.5% | 148,800 | 0.0% | 0.01% | +75.0% | |
| SGU | STAR GROUP L Punit ltd partnr | $182,000 | -17.3% | 19,830 | 0.0% | 0.01% | +16.7% | |
| GAM | GENERAL AMERN INVS CO INC | $179,000 | -16.7% | 5,062 | 0.0% | 0.01% | +16.7% | |
| ROOF | INDEXIQ ETF TRus rl est smcp | $164,000 | -19.6% | 7,750 | 0.0% | 0.01% | +40.0% | |
| XMVM | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $177,000 | -18.4% | 4,500 | 0.0% | 0.01% | +16.7% | |
| CPT | CAMDEN PPTY TRsh ben int | $169,000 | -19.1% | 1,260 | 0.0% | 0.01% | +16.7% | |
| ACWV | ISHARES INCmsci gbl min vol | $181,000 | -10.0% | 1,915 | 0.0% | 0.01% | +40.0% | |
| DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $158,000 | -12.2% | 6,841 | 0.0% | 0.01% | +40.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $136,000 | -9.3% | 12,329 | 0.0% | 0.01% | +50.0% | |
| RFM | RIVERNORTH FLEXIBLE MUN INCO | $155,000 | -10.4% | 9,300 | 0.0% | 0.01% | +20.0% | |
| PJP | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $136,000 | -5.6% | 1,814 | 0.0% | 0.01% | +50.0% | |
| EFC | ELLINGTON FINANCIAL INC | $136,000 | -17.6% | 9,300 | 0.0% | 0.01% | +50.0% | |
| MNSB | MAINSTREET BANCSHARES INC | $149,000 | -6.9% | 6,562 | 0.0% | 0.01% | +50.0% | |
| WTRG | ESSENTIAL UTILS INC | $155,000 | -10.4% | 3,387 | 0.0% | 0.01% | +20.0% | |
| GDV | GABELLI DIVID INCOME TR | $137,000 | -17.0% | 6,708 | 0.0% | 0.01% | +50.0% | |
| APLE | APPLE HOSPITALITY REIT INC | $121,000 | -18.8% | 8,282 | 0.0% | 0.01% | +25.0% | |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $118,000 | -31.4% | 3,674 | 0.0% | 0.01% | 0.0% | |
| BKN | BLACKROCK INVT QUALITY MUN T | $126,000 | -5.3% | 9,230 | 0.0% | 0.01% | +25.0% | |
| VLY | VALLEY NATL BANCORP | $128,000 | -20.5% | 12,332 | 0.0% | 0.01% | +25.0% | |
| NVR | NVR INC | $120,000 | -10.4% | 30 | 0.0% | 0.01% | +25.0% | |
| DLN | WISDOMTREE TRus largecap divd | $128,000 | -9.9% | 2,168 | 0.0% | 0.01% | +25.0% | |
| DWAS | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $128,000 | -20.0% | 1,886 | 0.0% | 0.01% | +25.0% | |
| SON | SONOCO PRODS CO | $114,000 | -8.8% | 2,000 | 0.0% | 0.01% | +66.7% | |
| MYI | BLACKROCK MUNIYIELD QUALITY | $117,000 | -7.1% | 10,000 | 0.0% | 0.01% | +66.7% | |
| PDEC | INNOVATOR ETFS TRus eqty pwr buf | $89,000 | -8.2% | 3,100 | 0.0% | 0.00% | +33.3% | |
| PODD | INSULET CORP | $98,000 | -18.3% | 450 | 0.0% | 0.00% | +33.3% | |
| VPV | INVESCO PA VALUE MUN INC TR | $89,000 | -10.1% | 8,475 | 0.0% | 0.00% | +33.3% | |
| PTF | INVESCO EXCHANGE TRADED FD Tdwa technology | $87,000 | -20.9% | 800 | 0.0% | 0.00% | +33.3% | |
| SGOV | ISHARES TR0-3 mnth treasry | $86,000 | 0.0% | 859 | 0.0% | 0.00% | +100.0% | |
| GXF | GLOBAL X FDSmsci norway etf | $93,000 | -17.7% | 3,555 | 0.0% | 0.00% | +33.3% | |
| FOXF | FOX FACTORY HLDG CORP | $93,000 | -17.7% | 1,153 | 0.0% | 0.00% | +33.3% | |
| SLVP | ISHARES INCmsci glb slv&mtl | $91,000 | -30.5% | 9,178 | 0.0% | 0.00% | 0.0% | |
| VCEB | VANGUARD WORLD FDesg us corp bd | $76,000 | -7.3% | 1,201 | 0.0% | 0.00% | +50.0% | |
| SFBS | SERVISFIRST BANCSHARES INC | $73,000 | -17.0% | 923 | 0.0% | 0.00% | +50.0% | |
| HMOP | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $79,000 | -3.7% | 2,099 | 0.0% | 0.00% | +50.0% | |
| RAD | RITE AID CORP | $76,000 | -23.2% | 11,260 | 0.0% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC | $82,000 | -24.1% | 764 | 0.0% | 0.00% | 0.0% | |
| HL | HECLA MNG CO | $76,000 | -40.6% | 19,417 | 0.0% | 0.00% | 0.0% | |
| ESPR | ESPERION THERAPEUTICS INC NE | $64,000 | +36.2% | 10,114 | 0.0% | 0.00% | +200.0% | |
| CACI | CACI INTL INCcl a | $74,000 | -6.3% | 262 | 0.0% | 0.00% | +50.0% | |
| STWD | STARWOOD PPTY TR INC | $66,000 | -13.2% | 3,150 | 0.0% | 0.00% | +50.0% | |
| SJW | SJW GROUP | $82,000 | -10.9% | 1,320 | 0.0% | 0.00% | +50.0% | |
| DIVO | AMPLIFY ETF TRcwp enhanced div | $78,000 | -10.3% | 2,326 | 0.0% | 0.00% | +50.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $72,000 | -7.7% | 11,821 | 0.0% | 0.00% | +50.0% | |
| J | JACOBS ENGR GROUP INC | $78,000 | -7.1% | 610 | 0.0% | 0.00% | +50.0% | |
| ATHM | AUTOHOME INCsp ads rp cl a | $61,000 | +29.8% | 1,549 | 0.0% | 0.00% | +200.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $65,000 | -14.5% | 1,642 | 0.0% | 0.00% | +50.0% | |
| MPV | BARINGS PARTN INVSsh ben int | $83,000 | -7.8% | 6,745 | 0.0% | 0.00% | +50.0% | |
| CRMD | CORMEDIX INC | $69,000 | -26.6% | 17,200 | 0.0% | 0.00% | 0.0% | |
| PSTG | PURE STORAGE INCcl a | $62,000 | -27.1% | 2,400 | 0.0% | 0.00% | +50.0% | |
| MORN | MORNINGSTAR INC | $71,000 | -11.2% | 292 | 0.0% | 0.00% | +50.0% | |
| BSJQ | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $68,000 | -9.3% | 3,049 | 0.0% | 0.00% | +50.0% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $77,000 | -4.9% | 5,052 | 0.0% | 0.00% | +50.0% | |
| CHW | CALAMOS GBL DYN INCOME FUND | $70,000 | -23.1% | 10,200 | 0.0% | 0.00% | +50.0% | |
| EPR | EPR PPTYS | $65,000 | -14.5% | 1,393 | 0.0% | 0.00% | +50.0% | |
| GNPX | GENPREX INC | $63,000 | -38.2% | 45,000 | 0.0% | 0.00% | 0.0% | |
| VICR | VICOR CORP | $67,000 | -22.1% | 1,225 | 0.0% | 0.00% | +50.0% | |
| AMP | AMERIPRISE FINL INC | $56,000 | -21.1% | 235 | 0.0% | 0.00% | 0.0% | |
| HAE | HAEMONETICS CORP MASS | $37,000 | +2.8% | 569 | 0.0% | 0.00% | +100.0% | |
| HEIA | HEICO CORP NEWcl a | $52,000 | -16.1% | 491 | 0.0% | 0.00% | 0.0% | |
| IBKR | INTERACTIVE BROKERS GROUP IN | $58,000 | -17.1% | 1,063 | 0.0% | 0.00% | 0.0% | |
| FAD | FIRST TR MULTI CAP GROWTH AL | $39,000 | -18.8% | 430 | 0.0% | 0.00% | +100.0% | |
| DWM | WISDOMTREE TRintl equity fd | $44,000 | -13.7% | 975 | 0.0% | 0.00% | +100.0% | |
| PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $58,000 | -6.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ANIX | ANIXA BIOSCIENCES INC | $44,000 | +10.0% | 14,500 | 0.0% | 0.00% | +100.0% | |
| WSBC | WESBANCO INC | $53,000 | -7.0% | 1,656 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $46,000 | -16.4% | 1,843 | 0.0% | 0.00% | +100.0% | |
| URE | PROSHARES TRult r/est new | $57,000 | -28.8% | 800 | 0.0% | 0.00% | 0.0% | |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $37,000 | -17.8% | 234 | 0.0% | 0.00% | +100.0% | |
| IWX | ISHARES TRrus tp200 vl etf | $47,000 | -11.3% | 758 | 0.0% | 0.00% | +100.0% | |
| IWY | ISHARES TRrus tp200 gr etf | $56,000 | -21.1% | 446 | 0.0% | 0.00% | 0.0% | |
| INDA | ISHARES TRmsci india etf | $51,000 | -12.1% | 1,300 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL | $39,000 | -18.8% | 335 | 0.0% | 0.00% | +100.0% | |
| USPH | U S PHYSICAL THERAPY | $39,000 | +11.4% | 353 | 0.0% | 0.00% | +100.0% | |
| BL | BLACKLINE INC | $55,000 | -8.3% | 821 | 0.0% | 0.00% | 0.0% | |
| TRI | THOMSON REUTERS CORP | $45,000 | -4.3% | 434 | 0.0% | 0.00% | +100.0% | |
| AAON | AAON INC | $58,000 | -1.7% | 1,055 | 0.0% | 0.00% | 0.0% | |
| LI | LI AUTO INCsponsored ads | $57,000 | +46.2% | 1,500 | 0.0% | 0.00% | +100.0% | |
| SCD | LMP CAP INCOME FD INC | $52,000 | -14.8% | 4,200 | 0.0% | 0.00% | 0.0% | |
| ARDC | ARES DYNAMIC CR ALLOCATION F | $43,000 | -15.7% | 3,500 | 0.0% | 0.00% | +100.0% | |
| DECZ | LISTED FD TRtrueshares dec | $43,000 | -12.2% | 1,650 | 0.0% | 0.00% | +100.0% | |
| NVMZ | LISTED FD TRtrueshares nov | $44,000 | -10.2% | 1,525 | 0.0% | 0.00% | +100.0% | |
| LDP | COHEN STEERS LTD DURATION | $58,000 | -13.4% | 2,919 | 0.0% | 0.00% | 0.0% | |
| MGU | MACQUARIE GLOBAL INFRASTRUCT | $49,000 | -9.3% | 2,100 | 0.0% | 0.00% | +100.0% | |
| SJR | SHAW COMMUNICATIONS INCcl b conv | $37,000 | -5.1% | 1,250 | 0.0% | 0.00% | +100.0% | |
| SGEN | SEAGEN INC | $46,000 | +21.1% | 262 | 0.0% | 0.00% | +100.0% | |
| EIM | EATON VANCE MUN BD FD | $56,000 | -6.7% | 5,200 | 0.0% | 0.00% | 0.0% | |
| GMF | SPDR INDEX SHS FDSasia pacif etf | $57,000 | -6.6% | 558 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $43,000 | -6.5% | 134 | 0.0% | 0.00% | +100.0% | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $58,000 | +5.5% | 1,568 | 0.0% | 0.00% | +100.0% | |
| ABM | ABM INDS INC | $41,000 | -4.7% | 940 | 0.0% | 0.00% | +100.0% | |
| AVID | AVID TECHNOLOGY INC | $54,000 | -26.0% | 2,100 | 0.0% | 0.00% | 0.0% | |
| OTTR | OTTER TAIL CORP | $37,000 | +5.7% | 556 | 0.0% | 0.00% | +100.0% | |
| DBX | DROPBOX INCcl a | $38,000 | -9.5% | 1,808 | 0.0% | 0.00% | +100.0% | |
| BNS | BANK NOVA SCOTIA B C | $38,000 | -19.1% | 650 | 0.0% | 0.00% | +100.0% | |
| EMNT | PIMCO ETF TRenhancd short | $44,000 | 0.0% | 447 | 0.0% | 0.00% | +100.0% | |
| FOX | FOX CORP | $41,000 | -18.0% | 1,374 | 0.0% | 0.00% | +100.0% | |
| LPLA | LPL FINL HLDGS INC | $23,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| DFAU | DIMENSIONAL ETF TRUSTus core eqt mkt | $15,000 | -11.8% | 550 | 0.0% | 0.00% | – | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $33,000 | -17.5% | 1,550 | 0.0% | 0.00% | 0.0% | |
| ATEC | ALPHATEC HLDGS INC | $13,000 | -43.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| WBS | WEBSTER FINL CORP | $14,000 | -26.3% | 339 | 0.0% | 0.00% | 0.0% | |
| EWQ | ISHARES INCmsci france etf | $30,000 | -14.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BKF | ISHARES INCmsci bic etf | $18,000 | -5.3% | 500 | 0.0% | 0.00% | 0.0% | |
| LEA | LEAR CORP | $25,000 | -13.8% | 200 | 0.0% | 0.00% | 0.0% | |
| LVHD | LEGG MASON ETF INVT TRl vol h div etf | $15,000 | -6.2% | 400 | 0.0% | 0.00% | – | |
| WIW | WESTERN AST INFL LKD OPP I | $21,000 | -12.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| LII | LENNOX INTL INC | $23,000 | -20.7% | 111 | 0.0% | 0.00% | 0.0% | |
| SHC | SOTERA HEALTH CO | $32,000 | -8.6% | 1,615 | 0.0% | 0.00% | 0.0% | |
| BATRA | LIBERTY MEDIA CORP DEL | $32,000 | -11.1% | 1,260 | 0.0% | 0.00% | 0.0% | |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $20,000 | -9.1% | 2,000 | 0.0% | 0.00% | 0.0% | |
| BETZ | LISTED FD TRroundhill sports | $14,000 | -26.3% | 942 | 0.0% | 0.00% | 0.0% | |
| PACW | PACWEST BANCORP DEL | $15,000 | -40.0% | 577 | 0.0% | 0.00% | 0.0% | |
| TSLX | SIXTH STREET SPECIALTY LENDI | $32,000 | -20.0% | 1,726 | 0.0% | 0.00% | 0.0% | |
| WSR | WHITESTONE REIT | $23,000 | -17.9% | 2,100 | 0.0% | 0.00% | 0.0% | |
| MDC | M D C HLDGS INC | $17,000 | -15.0% | 525 | 0.0% | 0.00% | 0.0% | |
| BOX | BOX INCcl a | $28,000 | -12.5% | 1,100 | 0.0% | 0.00% | 0.0% | |
| MKSI | MKS INSTRS INC | $17,000 | -34.6% | 170 | 0.0% | 0.00% | 0.0% | |
| CLMT | CALUMET SPECIALTY PRODS PARTut ltd partner | $20,000 | -23.1% | 1,900 | 0.0% | 0.00% | 0.0% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $22,000 | -8.3% | 1,400 | 0.0% | 0.00% | 0.0% | |
| AVXL | ANAVEX LIFE SCIENCES CORP | $26,000 | -21.2% | 2,645 | 0.0% | 0.00% | 0.0% | |
| FAB | FIRST TR MULTI CP VAL ALPHA | $15,000 | -11.8% | 227 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC | $14,000 | -36.4% | 1,165 | 0.0% | 0.00% | 0.0% | |
| DGRW | WISDOMTREE TRus qtly div grt | $26,000 | -10.3% | 456 | 0.0% | 0.00% | 0.0% | |
| FTLB | FIRST TR EXCHANGE TRADED FDhedged buywrite | $26,000 | -10.3% | 1,300 | 0.0% | 0.00% | 0.0% | |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $17,000 | -5.6% | 150 | 0.0% | 0.00% | – | |
| MTZ | MASTEC INC | $18,000 | -18.2% | 248 | 0.0% | 0.00% | 0.0% | |
| CMC | COMMERCIAL METALS CO | $20,000 | -20.0% | 600 | 0.0% | 0.00% | 0.0% | |
| MMS | MAXIMUS INC | $17,000 | -15.0% | 266 | 0.0% | 0.00% | 0.0% | |
| WH | WYNDHAM HOTELS RESORTS INC | $18,000 | -21.7% | 270 | 0.0% | 0.00% | 0.0% | |
| MAX | MEDIAALPHA INCcl a | $14,000 | -39.1% | 1,384 | 0.0% | 0.00% | 0.0% | |
| MED | MEDIFAST INC | $19,000 | +5.6% | 104 | 0.0% | 0.00% | – | |
| OIA | INVESCO MUNI INCOME OPP TRST | $19,000 | -9.5% | 3,000 | 0.0% | 0.00% | 0.0% | |
| VMO | INVESCO MUN OPPORTUNITY TR | $13,000 | -7.1% | 1,264 | 0.0% | 0.00% | – | |
| XHR | XENIA HOTELS RESORTS INC | $20,000 | -25.9% | 1,394 | 0.0% | 0.00% | 0.0% | |
| MDXG | MIMEDX GROUP INC | $14,000 | -26.3% | 4,000 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $30,000 | -16.7% | 6,511 | 0.0% | 0.00% | 0.0% | |
| IIF | MORGAN STANLEY INDIA INVT FD | $27,000 | -12.9% | 1,216 | 0.0% | 0.00% | 0.0% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $19,000 | -17.4% | 1,841 | 0.0% | 0.00% | 0.0% | |
| DFH | DREAM FINDERS HOMES INC | $13,000 | -35.0% | 1,195 | 0.0% | 0.00% | 0.0% | |
| NRC | NATIONAL RESH CORP | $25,000 | -3.8% | 659 | 0.0% | 0.00% | 0.0% | |
| ZUMZ | ZUMIEZ INC | $19,000 | -32.1% | 726 | 0.0% | 0.00% | 0.0% | |
| MFMS | RBB FD INCmotley fool sml | $21,000 | -25.0% | 900 | 0.0% | 0.00% | 0.0% | |
| RLY | SSGA ACTIVE ETF TRmult ass rlrtn | $17,000 | -5.6% | 600 | 0.0% | 0.00% | – | |
| CRT | CROSS TIMBERS RTY TRtr unit | $29,000 | +16.0% | 1,922 | 0.0% | 0.00% | 0.0% | |
| XSD | SPDR SER TRs&p semicndctr | $32,000 | -27.3% | 211 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $21,000 | -19.2% | 234 | 0.0% | 0.00% | 0.0% | |
| CYRX | CRYOPORT INC | $15,000 | -11.8% | 500 | 0.0% | 0.00% | – | |
| FN | FABRINET | $28,000 | -22.2% | 341 | 0.0% | 0.00% | 0.0% | |
| QQQE | DIREXION SHS ETF TRnas100 eql wgt | $34,000 | -17.1% | 536 | 0.0% | 0.00% | 0.0% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $16,000 | -11.1% | 724 | 0.0% | 0.00% | – | |
| FFTY | INNOVATOR ETFS TRibd 50 etf | $16,000 | -30.4% | 600 | 0.0% | 0.00% | 0.0% | |
| INSP | INSPIRE MED SYS INC | $18,000 | -30.8% | 100 | 0.0% | 0.00% | 0.0% | |
| PLXS | PLEXUS CORP | $28,000 | -3.4% | 352 | 0.0% | 0.00% | 0.0% | |
| IFN | INDIA FD INC | $13,000 | -13.3% | 800 | 0.0% | 0.00% | – | |
| PLOW | DOUGLAS DYNAMICS INC | $14,000 | -12.5% | 471 | 0.0% | 0.00% | – | |
| XSW | SPDR SER TR | $28,000 | -24.3% | 254 | 0.0% | 0.00% | 0.0% | |
| XHE | SPDR SER TRhlth cr equip | $21,000 | -25.0% | 250 | 0.0% | 0.00% | 0.0% | |
| IVES | ETF MANAGERS TRwedbush etfmg | $14,000 | -22.2% | 440 | 0.0% | 0.00% | – | |
| DNP | DNP SELECT INCOME FD INC | $20,000 | -9.1% | 1,839 | 0.0% | 0.00% | 0.0% | |
| NUW | NUVEEN AMT FREE MUN VALUE FD | $28,000 | -6.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $14,000 | -17.6% | 80 | 0.0% | 0.00% | – | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $19,000 | -13.6% | 1,087 | 0.0% | 0.00% | 0.0% | |
| JRI | NUVEEN REAL ASSET INCOME G | $15,000 | -11.8% | 1,135 | 0.0% | 0.00% | – | |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $35,000 | -14.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SFL | SFL CORPORATION LTD | $25,000 | -7.4% | 2,631 | 0.0% | 0.00% | 0.0% | |
| FLAHERTY CRUMRINE DYNAMIC | $29,000 | -19.4% | 1,365 | 0.0% | 0.00% | 0.0% | ||
| OCUP | OCUPHIRE PHARMA INC | $17,000 | -41.4% | 9,002 | 0.0% | 0.00% | 0.0% | |
| SIG | SIGNET JEWELERS LIMITED | $14,000 | -26.3% | 259 | 0.0% | 0.00% | 0.0% | |
| SILJ | ETF MANAGERS TRprime junir slvr | $14,000 | -30.0% | 1,435 | 0.0% | 0.00% | 0.0% | |
| OFLX | OMEGA FLEX INC | $24,000 | -17.2% | 227 | 0.0% | 0.00% | 0.0% | |
| OMCL | OMNICELL COM | $22,000 | -12.0% | 190 | 0.0% | 0.00% | 0.0% | |
| BHV | BLACKROCK VA MUN BD TR | $21,000 | -38.2% | 1,700 | 0.0% | 0.00% | 0.0% | |
| INDY | ISHARES TRindia 50 etf | $35,000 | -10.3% | 850 | 0.0% | 0.00% | 0.0% | |
| PRI | PRIMERICA INC | $20,000 | -13.0% | 169 | 0.0% | 0.00% | 0.0% | |
| FHI | FEDERATED HERMES INCcl b | $30,000 | -6.2% | 950 | 0.0% | 0.00% | 0.0% | |
| EXI | ISHARES TRglob indstrl etf | $29,000 | -17.1% | 300 | 0.0% | 0.00% | 0.0% | |
| TW | TRADEWEB MKTS INCcl a | $20,000 | -23.1% | 300 | 0.0% | 0.00% | 0.0% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $16,000 | -27.3% | 182 | 0.0% | 0.00% | 0.0% | |
| TSBK | TIMBERLAND BANCORP INC | $25,000 | -7.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| REZ | ISHARES TRresidential mult | $22,000 | -18.5% | 278 | 0.0% | 0.00% | 0.0% | |
| PSMT | PRICESMART INC | $18,000 | -10.0% | 257 | 0.0% | 0.00% | 0.0% | |
| HYHG | PROSHARES TRhgh yld int rate | $33,000 | -8.3% | 576 | 0.0% | 0.00% | 0.0% | |
| FDHY | FIDELITY COVINGTON TRUSThigh yild etf | $20,000 | -9.1% | 441 | 0.0% | 0.00% | 0.0% | |
| VGR | VECTOR GROUP LTD | $20,000 | -13.0% | 1,901 | 0.0% | 0.00% | 0.0% | |
| HYMU | BLACKROCK ETF TRUST IIhigh yld muni in | $16,000 | -11.1% | 750 | 0.0% | 0.00% | – | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $33,000 | -13.2% | 2,638 | 0.0% | 0.00% | 0.0% | |
| IOO | ISHARES TRglobal 100 etf | $13,000 | -13.3% | 200 | 0.0% | 0.00% | – | |
| TFII | TFI INTL INC | $26,000 | -25.7% | 327 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $13,000 | -23.5% | 50 | 0.0% | 0.00% | – | |
| HLNE | HAMILTON LANE INCcl a | $17,000 | -10.5% | 250 | 0.0% | 0.00% | 0.0% | |
| EFX | EQUIFAX INC | $13,000 | -23.5% | 73 | 0.0% | 0.00% | – | |
| WSFS | WSFS FINL CORP | $18,000 | -14.3% | 450 | 0.0% | 0.00% | 0.0% | |
| CIEN | CIENA CORP | $20,000 | -25.9% | 448 | 0.0% | 0.00% | 0.0% | |
| WVFC | WVS FINL CORP | $34,000 | -2.9% | 2,300 | 0.0% | 0.00% | 0.0% | |
| IGE | ISHARES TRnorth amern nat | $23,000 | -11.5% | 649 | 0.0% | 0.00% | 0.0% | |
| LHCG | LHC GROUP INC | $26,000 | -10.3% | 170 | 0.0% | 0.00% | 0.0% | |
| AIR | AAR CORP | $5,000 | -16.7% | 116 | 0.0% | 0.00% | – | |
| ANGI | ANGI INC | $1,000 | 0.0% | 185 | 0.0% | 0.00% | – | |
| WBIY | ABSOLUTE SHS TRwbi pwr fctr etf | $4,000 | 0.0% | 139 | 0.0% | 0.00% | – | |
| ACR | ACRES COMMERCIAL REALTY CORP | $1,000 | -50.0% | 124 | 0.0% | 0.00% | – | |
| DWEQ | ADVISORSHARES TRdorsy alph eql | $8,000 | -20.0% | 400 | 0.0% | 0.00% | – | |
| AJRD | AEROJET ROCKETDYNE HLDGS INC | $7,000 | +16.7% | 162 | 0.0% | 0.00% | – | |
| AGIO | AGIOS PHARMACEUTICALS INC | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| ATSG | AIR TRANSPORT SERVICES GRP I | $7,000 | -12.5% | 230 | 0.0% | 0.00% | – | |
| AGI | ALAMOS GOLD INC NEW | $2,000 | -33.3% | 300 | 0.0% | 0.00% | – | |
| AA | ALCOA CORP | $10,000 | -47.4% | 213 | 0.0% | 0.00% | -100.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $3,000 | -40.0% | 219 | 0.0% | 0.00% | – | |
| UHAL | AMERCO | $11,000 | -21.4% | 23 | 0.0% | 0.00% | – | |
| ESGA | AMERICAN CENTY ETF TRsustainable eqty | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – | |
| AMWD | AMERICAN WOODMARK CORPORATIO | $9,000 | -10.0% | 200 | 0.0% | 0.00% | – | |
| AMKR | AMKOR TECHNOLOGY INC | $7,000 | -22.2% | 400 | 0.0% | 0.00% | – | |
| ANAB | ANAPTYSBIO INC | $3,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $1,000 | -50.0% | 68 | 0.0% | 0.00% | – | |
| AIRC | APARTMENT INCOME REIT CORP | $6,000 | -14.3% | 140 | 0.0% | 0.00% | – | |
| AFT | APOLLO SR FLOATING RATE FD I | $4,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| AHH | ARMADA HOFFLER PPTYS INC | $10,000 | -16.7% | 800 | 0.0% | 0.00% | – | |
| AROW | ARROW FINL CORP | $4,000 | 0.0% | 127 | 0.0% | 0.00% | – | |
| AVYA | AVAYA HLDGS CORP | $1,000 | -75.0% | 300 | 0.0% | 0.00% | – | |
| AXON | AXON ENTERPRISE INC | $2,000 | -33.3% | 20 | 0.0% | 0.00% | – | |
| AZEK | AZEK CO INCcl a | $6,000 | -33.3% | 345 | 0.0% | 0.00% | – | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
| FNGU | BANK OF MONTREALmicrosectors idx | $4,000 | -63.6% | 500 | 0.0% | 0.00% | – | |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $5,000 | -16.7% | 150 | 0.0% | 0.00% | – | |
| BBBY | BED BATH BEYOND INC | $2,000 | -81.8% | 474 | 0.0% | 0.00% | – | |
| BLI | BERKELEY LTS INC | $2,000 | -33.3% | 421 | 0.0% | 0.00% | – | |
| BIGC | BIGCOMMERCE HLDGS INC | $5,000 | -28.6% | 300 | 0.0% | 0.00% | – | |
| BIO | BIO RAD LABS INCcl a | $4,000 | -20.0% | 8 | 0.0% | 0.00% | – | |
| BLFS | BIOLIFE SOLUTIONS INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| BIOC | BIOCEPT INC | $4,000 | -55.6% | 4,000 | 0.0% | 0.00% | – | |
| BTAI | BIOXCEL THERAPEUTICS INC | $2,000 | -33.3% | 131 | 0.0% | 0.00% | – | |
| BYM | BLACKROCK MUN INCOME QUALITY | $7,000 | 0.0% | 566 | 0.0% | 0.00% | – | |
| BLW | BLACKROCK LTD DURATION INCOM | $3,000 | -25.0% | 250 | 0.0% | 0.00% | – | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $3,000 | -25.0% | 283 | 0.0% | 0.00% | – | |
| BME | BLACKROCK HEALTH SCIENCES TR | $6,000 | -14.3% | 149 | 0.0% | 0.00% | – | |
| BGY | BLACKROCK ENHANCED INTL DIV | $5,000 | -16.7% | 1,000 | 0.0% | 0.00% | – | |
| FRA | BLACKROCK FLOATING RATE INCO | $8,000 | -11.1% | 700 | 0.0% | 0.00% | – | |
| CII | BLACKROCK ENHANCD CAP INM | $9,000 | -10.0% | 500 | 0.0% | 0.00% | – | |
| BE | BLOOM ENERGY CORP | $8,000 | -33.3% | 500 | 0.0% | 0.00% | – | |
| BCOR | BLUCORA INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| BXC | BLUELINX HLDGS INC | $9,000 | 0.0% | 128 | 0.0% | 0.00% | – | |
| BPMC | BLUEPRINT MEDICINES CORP | $4,000 | -20.0% | 80 | 0.0% | 0.00% | – | |
| DSM | BNY MELLON STRATEGIC MUN BD | $3,000 | -25.0% | 500 | 0.0% | 0.00% | – | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $4,000 | -42.9% | 50 | 0.0% | 0.00% | – | |
| BRKS | AZENTA INC | $10,000 | -16.7% | 144 | 0.0% | 0.00% | – | |
| AI | C3 AI INCcl a | $3,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| GIB | CGI INCcl a sub vtg | $9,000 | 0.0% | 109 | 0.0% | 0.00% | – | |
| CSIQ | CANADIAN SOLAR INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| SAVA | CASSAVA SCIENCES INC | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| EBRB | CENTRAIS ELETRICAS BRASILEIRspon adr pfd b | $2,000 | 0.0% | 229 | 0.0% | 0.00% | – | |
| CERT | CERTARA INC | $2,000 | 0.0% | 106 | 0.0% | 0.00% | – | |
| CHNG | CHANGE HEALTHCARE INC | $2,000 | 0.0% | 93 | 0.0% | 0.00% | – | |
| CKPT | CHECKPOINT THERAPEUTICS INC | $5,000 | -44.4% | 5,000 | 0.0% | 0.00% | – | |
| CAKE | CHEESECAKE FACTORY INC | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| CIM | CHIMERA INVT CORP | $11,000 | -21.4% | 1,200 | 0.0% | 0.00% | – | |
| SNP | CHINA PETROLEUM CHEMICAL C | $12,000 | -7.7% | 267 | 0.0% | 0.00% | – | |
| CIO | CITY OFFICE REIT INC | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
| CEM | CLEARBRIDGE MLP AND MIDSTRM | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2,000 | -33.3% | 710 | 0.0% | 0.00% | – | |
| CLVS | CLOVIS ONCOLOGY INC | $7,000 | -12.5% | 4,000 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC | $1,000 | -50.0% | 415 | 0.0% | 0.00% | – | |
| COHN | COHEN CO INC NEW | $2,000 | 0.0% | 140 | 0.0% | 0.00% | – | |
| CNXC | CONCENTRIX CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| COUP | COUPA SOFTWARE INC | $3,000 | -50.0% | 55 | 0.0% | 0.00% | – | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $7,000 | -12.5% | 272 | 0.0% | 0.00% | – | |
| DSKE | DASEKE INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DERMTECH INC | $3,000 | -57.1% | 494 | 0.0% | 0.00% | – | ||
| DMRC | DIGIMARC CORP NEW | $4,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
| APPS | DIGITAL TURBINE INC | $1,000 | -66.7% | 74 | 0.0% | 0.00% | – | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $5,000 | +25.0% | 400 | 0.0% | 0.00% | – | |
| QTUM | ETF SER SOLUTIONSdefiance quant | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
| MAGA | ETF SER SOLUTIONSpoint bridge gop | $7,000 | -12.5% | 189 | 0.0% | 0.00% | – | |
| ETHO | ETF MANAGERS TRetho climate lea | $4,000 | -20.0% | 78 | 0.0% | 0.00% | – | |
| EFT | EATON VANCE FLTING RATE INC | $4,000 | 0.0% | 330 | 0.0% | 0.00% | – | |
| ETB | EATON VANCE TAX MNGED BUY WR | $5,000 | -16.7% | 330 | 0.0% | 0.00% | – | |
| ETV | EATON VANCE TAX MANAGED BUY | $7,000 | -12.5% | 517 | 0.0% | 0.00% | – | |
| EC | ECOPETROL S Asponsored ads | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| ELAN | ELANCO ANIMAL HEALTH INC | $10,000 | -23.1% | 498 | 0.0% | 0.00% | – | |
| EPAC | ENERPAC TOOL GROUP CORP | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| ENSG | ENSIGN GROUP INC | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| EQX | EQUINOX GOLD CORP | $1,000 | -66.7% | 310 | 0.0% | 0.00% | – | |
| KOIN | EXCHANGE TRADED CONCEPTS TRcapital link gbl | $6,000 | -25.0% | 193 | 0.0% | 0.00% | – | |
| FIDI | FIDELITY COVINGTON TRUSTint hg div etf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| FDMO | FIDELITY COVINGTON TRUSTmomentum factr | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
| FLDR | FIDELITY MERRIMACK STR TRlow durtin etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| FSLR | FIRST SOLAR INC | $8,000 | -20.0% | 115 | 0.0% | 0.00% | – | |
| FSR | FISKER INC | $5,000 | -37.5% | 610 | 0.0% | 0.00% | – | |
| FIVN | FIVE9 INC | $4,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| GUNR | FLEXSHARES TRmornstar upstr | $4,000 | -20.0% | 101 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| FOCS | FOCUS FINL PARTNERS INC | $3,000 | -40.0% | 100 | 0.0% | 0.00% | – | |
| FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| FRPT | FRESHPET INC | $1,000 | -50.0% | 22 | 0.0% | 0.00% | – | |
| FCEL | FUELCELL ENERGY INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| FULT | FULTON FINL CORP PA | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| GUT | GABELLI UTIL TR | $5,000 | 0.0% | 715 | 0.0% | 0.00% | – | |
| GRX | GABELLI HLTHCARE WELLNESS | $3,000 | 0.0% | 251 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDSglobal x uranium | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| GSHD | GOOSEHEAD INS INC | $12,000 | -40.0% | 253 | 0.0% | 0.00% | -100.0% | |
| GTN | GRAY TELEVISION INC | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
| GDYN | GRID DYNAMICS HLDGS INCcl a | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| PDT | HANCOCK JOHN PREM DIVID FD | $9,000 | -10.0% | 617 | 0.0% | 0.00% | – | |
| HE | HAWAIIAN ELEC INDUSTRIES | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| HOOK | HOOKIPA PHARMA INC | $8,000 | -27.3% | 5,000 | 0.0% | 0.00% | – | |
| IBN | ICICI BANK LIMITEDadr | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| IMAX | IMAX CORP | $7,000 | -12.5% | 397 | 0.0% | 0.00% | – | |
| IMMR | IMMERSION CORP | $5,000 | -16.7% | 1,000 | 0.0% | 0.00% | – | |
| IBRX | IMMUNITYBIO INC | $2,000 | -33.3% | 617 | 0.0% | 0.00% | – | |
| PI | IMPINJ INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| QAI | INDEXIQ ETF TRhedge mlti etf | $10,000 | -9.1% | 352 | 0.0% | 0.00% | – | |
| IBA | INDUSTRIAS BACHOCO SABspon adr b | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| INFY | INFOSYS LTDsponsored adr | $8,000 | -27.3% | 453 | 0.0% | 0.00% | – | |
| NTLA | INTELLIA THERAPEUTICS INC | $5,000 | -28.6% | 100 | 0.0% | 0.00% | – | |
| XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $2,000 | -33.3% | 55 | 0.0% | 0.00% | – | |
| PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $2,000 | +100.0% | 51 | 0.0% | 0.00% | – | |
| PEJ | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $9,000 | -25.0% | 250 | 0.0% | 0.00% | – | |
| PXE | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $12,000 | -7.7% | 137 | 0.0% | 0.00% | – | |
| PSCD | INVESCO EXCH TRADED FD TR IIs&p smlcp disc | $7,000 | -22.2% | 100 | 0.0% | 0.00% | – | |
| IPKW | INVESCO EXCH TRADED FD TR IIintl buyback | $8,000 | -20.0% | 250 | 0.0% | 0.00% | – | |
| DGL | INVESCO DB MULTI SECTOR COMMgold fd | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – | |
| CEMB | ISHARES INCjp mrg em crp bd | $4,000 | -20.0% | 101 | 0.0% | 0.00% | – | |
| EEMA | ISHARES INCmsci em asia etf | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| IXP | ISHARES TR | $11,000 | -15.4% | 175 | 0.0% | 0.00% | – | |
| IYJ | ISHARES TRus industrials | $2,000 | -33.3% | 25 | 0.0% | 0.00% | – | |
| AAXJ | ISHARES TRmsci ac asia etf | $7,000 | -12.5% | 100 | 0.0% | 0.00% | – | |
| IMCV | ISHARES TRmrgstr md cp val | $6,000 | -25.0% | 109 | 0.0% | 0.00% | – | |
| GBF | ISHARES TRgov/cred bd etf | $9,000 | -10.0% | 84 | 0.0% | 0.00% | – | |
| ISCV | ISHARES TRmrning sm cp etf | $10,000 | -16.7% | 200 | 0.0% | 0.00% | – | |
| KXI | ISHARES TRglb cnsm stp etf | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| ILTB | ISHARES TRcore lt usdb etf | $10,000 | -9.1% | 172 | 0.0% | 0.00% | – | |
| LQDI | ISHARES U S ETF TRinflation hedg | $5,000 | -16.7% | 199 | 0.0% | 0.00% | – | |
| TFLO | ISHARES TRtrs flt rt bd | $4,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| LDEM | ISHARES TResg msci em ldrs | $4,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| AMJ | JPMORGAN CHASE COalerian ml etn | $2,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| JNCE | JOUNCE THERAPEUTICS INC | $6,000 | -57.1% | 2,000 | 0.0% | 0.00% | – | |
| KARS | KRANESHARES TRelec veh futur | $11,000 | -8.3% | 300 | 0.0% | 0.00% | – | |
| KTOS | KRATOS DEFENSE SEC SOLUTIO | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| LTC | LTC PPTYS INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| LX | LEXINFINTECH HLDGS LTDadr | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP DEL | $2,000 | -33.3% | 40 | 0.0% | 0.00% | – | |
| SPXZ | LISTED FD TRmorgan creek | $5,000 | -16.7% | 480 | 0.0% | 0.00% | – | |
| AUGZ | LISTED FD TRtrueshares struc | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| MGF | MFS GOVT MKTS INCOME TRsh ben int | $3,000 | -25.0% | 927 | 0.0% | 0.00% | – | |
| MSA | MSA SAFETY INC | $12,000 | -7.7% | 100 | 0.0% | 0.00% | – | |
| MIC | MACQUARIE INFRASTR HOLD LLC | $2,000 | +100.0% | 390 | 0.0% | 0.00% | – | |
| MSB | MESABI TRctf ben int | $9,000 | -10.0% | 360 | 0.0% | 0.00% | – | |
| MIDD | MIDDLEBY CORP | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| MWA | MUELLER WTR PRODS INC | $6,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| NBTB | NBT BANCORP INC | $8,000 | +14.3% | 200 | 0.0% | 0.00% | – | |
| NTGR | NETGEAR INC | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – | |
| NFE | NEW FORTRESS ENERGY INC | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| NR | NEWPARK RES INC | $6,000 | -14.3% | 2,000 | 0.0% | 0.00% | – | |
| NTNX | NUTANIX INCcl a | $10,000 | -47.4% | 716 | 0.0% | 0.00% | -100.0% | |
| NNY | NUVEEN N Y MUN VALUE FD | $4,000 | -20.0% | 519 | 0.0% | 0.00% | – | |
| NMCO | NUVEEN MUN CR OPPORTUNITIES | $10,000 | -9.1% | 835 | 0.0% | 0.00% | – | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $8,000 | -20.0% | 352 | 0.0% | 0.00% | – | |
| JLS | NUVEEN MORTGAGE AND INCOME F | $7,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| JQC | NUVEEN CR STRATEGIES INCOME | $2,000 | 0.0% | 353 | 0.0% | 0.00% | – | |
| OGS | ONE GAS INC | $7,000 | -12.5% | 86 | 0.0% | 0.00% | – | |
| OPEN | OPENDOOR TECHNOLOGIES INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| OPNT | OPIANT PHARMACEUTICALS INC | $6,000 | -45.5% | 500 | 0.0% | 0.00% | – | |
| OPRT | OPORTUN FINL CORP | $5,000 | -44.4% | 607 | 0.0% | 0.00% | – | |
| OESX | ORION ENERGY SYS INC | $8,000 | -33.3% | 4,205 | 0.0% | 0.00% | – | |
| KIDS | ORTHOPEDIATRICS CORP | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| OVV | OVINTIV INC | $10,000 | -16.7% | 220 | 0.0% | 0.00% | – | |
| PCG | PG E CORP | $10,000 | -16.7% | 1,000 | 0.0% | 0.00% | – | |
| PK | PARK HOTELS RESORTS INC | $4,000 | -33.3% | 315 | 0.0% | 0.00% | – | |
| PRTY | PARTY CITY HOLDCO INC | $3,000 | -62.5% | 2,200 | 0.0% | 0.00% | – | |
| PAYA | PAYA HOLDINGS INC | $2,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HLDG CORP | $6,000 | -14.3% | 36 | 0.0% | 0.00% | – | |
| PBA | PEMBINA PIPELINE CORP | $12,000 | -7.7% | 343 | 0.0% | 0.00% | – | |
| PFLT | PENNANTPARK FLOATING RATE CA | $6,000 | -14.3% | 500 | 0.0% | 0.00% | – | |
| PBRA | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $6,000 | -25.0% | 578 | 0.0% | 0.00% | – | |
| RCS | PIMCO STRATEGIC INCOME FD | $8,000 | -20.0% | 1,650 | 0.0% | 0.00% | – | |
| PCH | POTLATCHDELTIC CORPORATION | $5,000 | -16.7% | 106 | 0.0% | 0.00% | – | |
| PGEN | PRECIGEN INC | $1,000 | -50.0% | 800 | 0.0% | 0.00% | – | |
| USD | PROSHARES TR | $11,000 | -52.2% | 564 | 0.0% | 0.00% | -100.0% | |
| XPP | PROSHARES TRult ftse chin 50 | $4,000 | +33.3% | 106 | 0.0% | 0.00% | – | |
| RMBS | RAMBUS INC DEL | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| RDFN | REDFIN CORP | $4,000 | -50.0% | 456 | 0.0% | 0.00% | – | |
| RS | RELIANCE STEEL ALUMINUM CO | $8,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| RGEN | REPLIGEN CORP | $4,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| QSR | RESTAURANT BRANDS INTL INC | $4,000 | -20.0% | 88 | 0.0% | 0.00% | – | |
| REI | RING ENERGY INC | $8,000 | -27.3% | 2,965 | 0.0% | 0.00% | – | |
| RBA | RITCHIE BROS AUCTIONEERS | $11,000 | +10.0% | 164 | 0.0% | 0.00% | – | |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $6,000 | -14.3% | 106 | 0.0% | 0.00% | – | |
| KCE | SPDR SER TRs&p cap mkts | $8,000 | -20.0% | 113 | 0.0% | 0.00% | – | |
| ULST | SSGA ACTIVE ETF TRult sht trm bd | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| SABR | SABRE CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SE | SEA LTDsponsord ads | $8,000 | -46.7% | 126 | 0.0% | 0.00% | – | |
| SELB | SELECTA BIOSCIENCES INC | $4,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| SENS | SENSEONICS HLDGS INC | $3,000 | -40.0% | 2,475 | 0.0% | 0.00% | – | |
| SVC | SERVICE PPTYS TR | $3,000 | -25.0% | 480 | 0.0% | 0.00% | – | |
| SBNY | SIGNATURE BK NEW YORK N Y | $9,000 | -40.0% | 50 | 0.0% | 0.00% | – | |
| SLAB | SILICON LABORATORIES INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| SAMG | SILVERCREST ASSET MGMT GROUPcl a | $6,000 | -25.0% | 367 | 0.0% | 0.00% | – | |
| SCS | STEELCASE INCcl a | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| SKT | TANGER FACTORY OUTLET CTRS I | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| TU | TELUS CORPORATION | $11,000 | -15.4% | 500 | 0.0% | 0.00% | – | |
| TDF | TEMPLETON DRAGON FD INC | $6,000 | +20.0% | 406 | 0.0% | 0.00% | – | |
| TEI | TEMPLETON EMERGING MKTS INCO | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| TMX | TERMINIX GLOBAL HOLDINGS INC | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| TGI | TRIUMPH GROUP INC NEW | $9,000 | -50.0% | 710 | 0.0% | 0.00% | – | |
| TWST | TWIST BIOSCIENCE CORP | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| UEC | URANIUM ENERGY CORP | $3,000 | -40.0% | 1,000 | 0.0% | 0.00% | – | |
| EVX | VANECK ETF TRUSTenvironmental sr | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
| VNM | VANECK ETF TRUSTvaneck vietnam | $5,000 | -28.6% | 366 | 0.0% | 0.00% | – | |
| VGLT | VANGUARD SCOTTSDALE FDSlong term treas | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| VRCA | VERRICA PHARMACEUTICALS INC | $7,000 | -77.4% | 3,827 | 0.0% | 0.00% | -100.0% | |
| VRT | VERTIV HOLDINGS CO | $2,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $2,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| VRTS | VIRTUS INVT PARTNERS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| WASH | WASHINGTON TR BANCORP INC | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – | |
| SBI | WESTERN ASSET INTER MUNI FD | $3,000 | 0.0% | 330 | 0.0% | 0.00% | – | |
| EPI | WISDOMTREE TRindia erngs fd | $5,000 | -16.7% | 170 | 0.0% | 0.00% | – | |
| EZM | WISDOMTREE TRus midcap fund | $6,000 | -14.3% | 125 | 0.0% | 0.00% | – | |
| DOL | WISDOMTREE TRintl lrgcap dv | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| WFHY | WISDOMTREE TRus hgh yld corp | $5,000 | 0.0% | 109 | 0.0% | 0.00% | – | |
| AGGY | WISDOMTREE TRyield enhancd us | $8,000 | -11.1% | 189 | 0.0% | 0.00% | – | |
| WWD | WOODWARD INC | $6,000 | -14.3% | 60 | 0.0% | 0.00% | – | |
| WK | WORKIVA INC | $10,000 | -44.4% | 151 | 0.0% | 0.00% | – | |
| YMTX | YUMANITY THERAPEUTICS INC | $2,000 | 0.0% | 1,280 | 0.0% | 0.00% | – | |
| ALKS | ALKERMES PLC | $4,000 | +33.3% | 118 | 0.0% | 0.00% | – | |
| ALLE | ALLEGION PLC | $12,000 | -14.3% | 126 | 0.0% | 0.00% | – | |
| AMBA | AMBARELLA INC | $8,000 | -38.5% | 125 | 0.0% | 0.00% | – | |
| AXS | AXIS CAP HLDGS LTD | $1,000 | -50.0% | 25 | 0.0% | 0.00% | – | |
| HOLI | HOLLYSYS AUTOMATION TCHNGY L | $1,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| MGTX | MEIRAGTX HLDGS PLC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | – | |
| NBR | NABORS INDUSTRIES LTD | $3,000 | 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% | – | |
| NVCR | NOVOCURE LTD | $7,000 | -12.5% | 100 | 0.0% | 0.00% | – | |
| PAGS | PAGSEGURO DIGITAL LTD | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| IPOF | SOCIAL CAPITAL HEDOSOPHA HLD | $5,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| STNE | STONECO LTD | $3,000 | -25.0% | 380 | 0.0% | 0.00% | – | |
| GLOB | GLOBANT S A | $6,000 | -33.3% | 34 | 0.0% | 0.00% | – | |
| KRNT | KORNIT DIGITAL LTD | $2,000 | -50.0% | 49 | 0.0% | 0.00% | – | |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $6,000 | -33.3% | 125 | 0.0% | 0.00% | – | |
| DSX | DIANA SHIPPING INC | $4,000 | 0.0% | 795 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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.