$1.65 Billion is the total value of Spire Wealth Management's 2223 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 43.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $53,454,000 | +4.0% | 1,065,673 | +3.9% | 3.25% | +53.3% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $52,132,000 | +218.9% | 902,092 | +224.8% | 3.17% | +369.7% |
| SHV | Buy | ISHARES TRshort treas bd | $51,812,000 | +79.2% | 471,018 | +79.3% | 3.15% | +164.1% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $30,742,000 | +64.3% | 335,613 | +64.1% | 1.87% | +142.2% |
| OPPX | Buy | EXCHANGE LISTED FDS TRcorbett road tac | $30,494,000 | +101.3% | 1,462,418 | +105.3% | 1.85% | +196.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $24,849,000 | -35.2% | 259,793 | +1376.6% | 1.51% | -4.5% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $22,367,000 | +96.1% | 224,009 | +96.1% | 1.36% | +188.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $17,764,000 | -4.8% | 146,676 | +0.9% | 1.08% | +40.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $9,843,000 | -36.0% | 102,373 | +1357.1% | 0.60% | -5.5% |
| TSLA | Buy | TESLA INC | $8,198,000 | -13.3% | 30,905 | +120.0% | 0.50% | +27.7% |
| ENPH | Buy | ENPHASE ENERGY INC | $5,243,000 | +3218.4% | 18,895 | +2227.0% | 0.32% | +4442.9% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $4,247,000 | +98.5% | 2,826 | +72.6% | 0.26% | +193.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,981,000 | +25.4% | 40,129 | +28.7% | 0.18% | +84.7% |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $2,760,000 | -1.5% | 19,332 | +6.2% | 0.17% | +46.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,295,000 | +0.9% | 34,545 | +8.8% | 0.14% | +47.9% |
| SSO | Buy | PROSHARES TR | $2,100,000 | +16.2% | 52,877 | +31.3% | 0.13% | +73.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $2,098,000 | +63.4% | 71,133 | +56.2% | 0.13% | +139.6% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,010,000 | -42.4% | 12,271 | +73.8% | 0.12% | -15.3% |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $1,786,000 | +53.7% | 33,327 | +88.1% | 0.11% | +125.0% |
| LTHM | Buy | LIVENT CORP | $1,365,000 | +5834.8% | 44,527 | +4278.3% | 0.08% | +8200.0% |
| PXD | Buy | PIONEER NAT RES CO | $1,326,000 | +18.7% | 6,124 | +22.3% | 0.08% | +76.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,249,000 | +6.1% | 19,821 | +7.3% | 0.08% | +58.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,150,000 | +225.8% | 5,566 | +225.3% | 0.07% | +366.7% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,008,000 | +202.7% | 38,044 | +133.9% | 0.06% | +335.7% |
| VIST | New | VISTA OIL GAS SAB DE CVsponsored ads | $965,000 | – | 102,473 | +100.0% | 0.06% | – |
| FLNG | Buy | FLEX LNG LTD | $978,000 | +92.9% | 30,872 | +66.8% | 0.06% | +181.0% |
| ARKK | Buy | ARK ETF TRinnovation etf | $895,000 | +1.7% | 23,729 | +7.6% | 0.05% | +50.0% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $788,000 | +173.6% | 4,880 | +187.9% | 0.05% | +300.0% |
| SDVY | Buy | FIRST TR EXCHANGE TRADED FDsmid risng etf | $773,000 | +6.0% | 33,433 | +9.4% | 0.05% | +56.7% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $710,000 | -5.8% | 9,485 | +0.1% | 0.04% | +38.7% |
| DAL | Buy | DELTA AIR LINES INC DEL | $654,000 | +8.1% | 23,296 | +11.5% | 0.04% | +60.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $592,000 | +15.6% | 9,841 | +5.9% | 0.04% | +71.4% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $580,000 | -3.7% | 9,675 | +2.3% | 0.04% | +40.0% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $581,000 | +60.9% | 119,135 | +73.8% | 0.04% | +133.3% |
| OXY | Buy | OCCIDENTAL PETE CORP | $538,000 | +166.3% | 8,751 | +155.1% | 0.03% | +312.5% |
| UAUG | New | INNOVATOR ETFS TRus eqt ultra bf | $549,000 | – | 21,693 | +100.0% | 0.03% | – |
| BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $488,000 | +47.4% | 18,933 | +47.5% | 0.03% | +114.3% |
| TWTR | Buy | TWITTER INC | $488,000 | +339.6% | 11,126 | +275.2% | 0.03% | +500.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $489,000 | +9.4% | 6,231 | +10.5% | 0.03% | +66.7% |
| FTRI | Buy | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $456,000 | +16.9% | 37,358 | +27.5% | 0.03% | +75.0% |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $464,000 | +238.7% | 3,121 | +249.9% | 0.03% | +366.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $448,000 | -14.0% | 8,173 | +3.6% | 0.03% | +28.6% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $443,000 | +15.1% | 10,828 | +17.2% | 0.03% | +68.8% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $425,000 | +10.1% | 64,125 | +14.7% | 0.03% | +62.5% |
| HTZZ | Buy | HERTZ GLOBAL HLDGS INC | $428,000 | +124.1% | 26,291 | +117.6% | 0.03% | +225.0% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $404,000 | 0.0% | 31,535 | +10.7% | 0.02% | +47.1% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $413,000 | +20550.0% | 3,893 | +19365.0% | 0.02% | – |
| HUM | Buy | HUMANA INC | $397,000 | +13133.3% | 819 | +13550.0% | 0.02% | – |
| IQLT | Buy | ISHARES TRmsci intl qualty | $391,000 | +25.7% | 14,082 | +40.1% | 0.02% | +84.6% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $388,000 | +9600.0% | 7,683 | +9156.6% | 0.02% | – |
| LVHD | Buy | LEGG MASON ETF INVT TRl vol h div etf | $384,000 | +2460.0% | 11,232 | +2708.0% | 0.02% | +2200.0% |
| IFF | Buy | INTERNATIONAL FLAVORS FRAGRA | $377,000 | +68.3% | 4,152 | +120.9% | 0.02% | +155.6% |
| AVD | Buy | AMERICAN VANGUARD CORP | $381,000 | -16.1% | 20,396 | +0.4% | 0.02% | +21.1% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $365,000 | +70.6% | 8,890 | +78.5% | 0.02% | +144.4% |
| DOG | Buy | PROSHARES TR | $344,000 | +537.0% | 8,920 | +494.7% | 0.02% | +950.0% |
| SH | New | PROSHARES TRshort s&p 500 ne | $339,000 | – | 19,600 | +100.0% | 0.02% | – |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $326,000 | +167.2% | 11,706 | +169.8% | 0.02% | +300.0% |
| FDS | Buy | FACTSET RESH SYS INC | $328,000 | +4.5% | 819 | +0.2% | 0.02% | +53.8% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $331,000 | -3.8% | 5,010 | +5.7% | 0.02% | +42.9% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $308,000 | -4.6% | 1,566 | +3.9% | 0.02% | +46.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $312,000 | +1.6% | 2,159 | +0.1% | 0.02% | +46.2% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $302,000 | +8.2% | 8,489 | +8.5% | 0.02% | +63.6% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $290,000 | +2.1% | 5,163 | +15.2% | 0.02% | +50.0% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $303,000 | +107.5% | 25,150 | +118.3% | 0.02% | +200.0% |
| PINS | Buy | PINTEREST INCcl a | $259,000 | +110.6% | 11,129 | +64.2% | 0.02% | +220.0% |
| U | Buy | UNITY SOFTWARE INC | $261,000 | +103.9% | 8,185 | +134.7% | 0.02% | +220.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $250,000 | -4.9% | 4,991 | +4.9% | 0.02% | +36.4% |
| SQM | Buy | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $242,000 | +303.3% | 2,671 | +274.6% | 0.02% | +650.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $242,000 | +2.1% | 1,972 | +10.7% | 0.02% | +50.0% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $224,000 | +9.3% | 1,855 | +1.0% | 0.01% | +75.0% |
| BNOV | Buy | INNOVATOR ETFS TRus eqty buf nov | $238,000 | -3.3% | 8,565 | +0.0% | 0.01% | +40.0% |
| HAP | New | VANECK ETF TRUSTnatural resourc | $217,000 | – | 5,007 | +100.0% | 0.01% | – |
| NCZ | Buy | VIRTUS ALLIANZGI CONVERTIBLE | $221,000 | -8.3% | 78,426 | +2.9% | 0.01% | +30.0% |
| JBLU | Buy | JETBLUE AWYS CORP | $210,000 | +2233.3% | 31,675 | +2814.0% | 0.01% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $219,000 | +329.4% | 6,976 | +417.1% | 0.01% | +550.0% |
| PLL | New | PIEDMONT LITHIUM INC | $218,000 | – | 4,071 | +100.0% | 0.01% | – |
| OSBC | New | OLD SECOND BANCORP INC ILL | $205,000 | – | 15,685 | +100.0% | 0.01% | – |
| UTF | Buy | COHEN STEERS INFRASTRUCTUR | $201,000 | -6.9% | 8,648 | +1.1% | 0.01% | +33.3% |
| SNAP | Buy | SNAP INCcl a | $205,000 | +327.1% | 20,892 | +467.9% | 0.01% | +500.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $204,000 | +7.4% | 910 | +0.1% | 0.01% | +50.0% |
| New | PACER FDS TRpac asset fltg | $180,000 | – | 4,092 | +100.0% | 0.01% | – | |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $180,000 | -3.2% | 1,161 | +0.3% | 0.01% | +37.5% |
| PSQ | New | PROSHARES TRshort qqq new | $178,000 | – | 11,950 | +100.0% | 0.01% | – |
| OIH | Buy | VANECK ETF TRUSToil services etf | $160,000 | +661.9% | 758 | +733.0% | 0.01% | +900.0% |
| ON | Buy | ON SEMICONDUCTOR CORP | $164,000 | +3180.0% | 2,638 | +2538.0% | 0.01% | – |
| PSFF | New | PACER FDS TRswan sos fd of | $160,000 | – | 7,771 | +100.0% | 0.01% | – |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $142,000 | +2740.0% | 5,320 | +3620.3% | 0.01% | – |
| RUN | Buy | SUNRUN INC | $156,000 | +262.8% | 5,669 | +208.4% | 0.01% | +350.0% |
| PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $146,000 | -1.4% | 2,168 | +0.0% | 0.01% | +50.0% |
| KBE | Buy | SPDR SER TRs&p bk etf | $154,000 | +41.3% | 3,486 | +39.8% | 0.01% | +125.0% |
| RMED | New | RA MED SYS INC | $125,000 | – | 1,038,267 | +100.0% | 0.01% | – |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $128,000 | +433.3% | 737 | +462.6% | 0.01% | +700.0% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $130,000 | +900.0% | 8,800 | +829.3% | 0.01% | +700.0% |
| HPF | Buy | HANCOCK JOHN PFD INCOME FD I | $133,000 | -7.6% | 8,063 | +0.7% | 0.01% | +33.3% |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $135,000 | – | 5,000 | +100.0% | 0.01% | – |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $130,000 | +12.1% | 3,669 | +26.0% | 0.01% | +60.0% |
| AGCO | Buy | AGCO CORP | $136,000 | -2.9% | 1,416 | +0.1% | 0.01% | +33.3% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $125,000 | -5.3% | 3,481 | +0.8% | 0.01% | +60.0% |
| New | SIGMA LITHIUM CORPORATION | $126,000 | – | 4,650 | +100.0% | 0.01% | – | |
| BCE | Buy | BCE INC | $118,000 | -9.9% | 2,808 | +5.6% | 0.01% | +40.0% |
| TER | Buy | TERADYNE INC | $121,000 | +37.5% | 1,606 | +63.0% | 0.01% | +75.0% |
| DDF | Buy | DELAWARE INVTS DIVID INCOM | $111,000 | -12.6% | 15,237 | +2.1% | 0.01% | +40.0% |
| Buy | WORLD GOLD TRspdr gld minis | $112,000 | +330.8% | 3,406 | +369.1% | 0.01% | +600.0% | |
| PPC | Buy | PILGRIMS PRIDE CORP | $119,000 | -25.6% | 5,158 | +0.6% | 0.01% | 0.0% |
| BSEP | New | INNOVATOR ETFS TRus eqty buf sep | $114,000 | – | 4,000 | +100.0% | 0.01% | – |
| OEC | New | ORION ENGINEERED CARBONS A | $119,000 | – | 8,877 | +100.0% | 0.01% | – |
| SBSW | Buy | SIBANYE STILLWATER LTDsponsored adr | $93,000 | +1760.0% | 10,000 | +1900.0% | 0.01% | – |
| ALTL | New | PACER FDS TRlunt lrg cp altr | $91,000 | – | 2,533 | +100.0% | 0.01% | – |
| GREK | New | GLOBAL X FDSmsci greece etf | $107,000 | – | 5,024 | +100.0% | 0.01% | – |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $100,000 | +66.7% | 2,000 | +70.2% | 0.01% | +200.0% |
| SIL | Buy | GLOBAL X FDSglobal x silver | $97,000 | -7.6% | 4,040 | +0.0% | 0.01% | +50.0% |
| SMIN | Buy | ISHARES TRmsci india sm cp | $107,000 | +409.5% | 2,033 | +375.0% | 0.01% | +500.0% |
| RFG | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $103,000 | +2.0% | 618 | +0.3% | 0.01% | +50.0% |
| New | DIMENSIONAL ETF TRUST | $93,000 | – | 2,264 | +100.0% | 0.01% | – | |
| RIOT | Buy | RIOT BLOCKCHAIN INC | $90,000 | +76.5% | 12,811 | +4.3% | 0.01% | +150.0% |
| GXF | Buy | GLOBAL X FDSmsci norway etf | $86,000 | -7.5% | 3,952 | +11.2% | 0.01% | +25.0% |
| SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $89,000 | +81.6% | 2,073 | +92.8% | 0.01% | +150.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $81,000 | -11.0% | 1,664 | +0.4% | 0.01% | +25.0% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $81,000 | +145.5% | 2,746 | +171.9% | 0.01% | +400.0% |
| EVH | New | EVOLENT HEALTH INCcl a | $81,000 | – | 2,262 | +100.0% | 0.01% | – |
| WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $79,000 | – | 1,954 | +100.0% | 0.01% | – |
| EIX | Buy | EDISON INTL | $75,000 | -9.6% | 1,321 | +1.2% | 0.01% | +66.7% |
| DAR | Buy | DARLING INGREDIENTS INC | $80,000 | +50.9% | 1,214 | +37.2% | 0.01% | +150.0% |
| LYFT | Buy | LYFT INC | $90,000 | +429.4% | 6,865 | +428.9% | 0.01% | +400.0% |
| TCPC | Buy | BLACKROCK TCP CAPITAL CORP | $86,000 | -10.4% | 7,899 | +3.1% | 0.01% | +25.0% |
| JD | Buy | JD COM INCspon adr cl a | $80,000 | -15.8% | 1,599 | +8.2% | 0.01% | +25.0% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $84,000 | -3.4% | 1,895 | +4.5% | 0.01% | +25.0% |
| Buy | PROSHARES TRultrashrt s&p500 | $67,000 | +123.3% | 1,230 | +104.0% | 0.00% | +300.0% | |
| JCI | Buy | JOHNSON CTLS INTL PLC | $69,000 | +38.0% | 1,409 | +35.0% | 0.00% | +100.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $70,000 | +18.6% | 2,282 | +40.6% | 0.00% | +100.0% |
| Buy | MATTERPORT INC | $72,000 | +1100.0% | 18,909 | +1025.5% | 0.00% | – | |
| BCS | Buy | BARCLAYS PLCadr | $69,000 | +283.3% | 10,830 | +364.4% | 0.00% | +300.0% |
| VRSN | Buy | VERISIGN INC | $72,000 | +4.3% | 413 | +0.7% | 0.00% | +33.3% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $63,000 | -18.2% | 257 | +0.8% | 0.00% | +33.3% |
| GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $62,000 | -11.4% | 4,040 | +2.9% | 0.00% | +33.3% |
| New | DIMENSIONAL ETF TRUSTshort duration f | $59,000 | – | 1,282 | +100.0% | 0.00% | – | |
| IEO | Buy | ISHARES TRus oil gs ex etf | $63,000 | +14.5% | 759 | +6.8% | 0.00% | +100.0% |
| IAI | New | ISHARES TRus br del se etf | $69,000 | – | 804 | +100.0% | 0.00% | – |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $62,000 | -4.6% | 970 | +0.6% | 0.00% | +33.3% |
| AMP | Buy | AMERIPRISE FINL INC | $60,000 | +7.1% | 237 | +0.9% | 0.00% | +100.0% |
| Buy | LUCID GROUP INC | $73,000 | -12.0% | 5,250 | +8.2% | 0.00% | +33.3% | |
| ECL | Buy | ECOLAB INC | $68,000 | -1.4% | 468 | +4.2% | 0.00% | +33.3% |
| NET | Buy | CLOUDFLARE INC | $63,000 | +530.0% | 1,143 | +378.2% | 0.00% | – |
| UYG | Buy | PROSHARES TRultra fncls new | $70,000 | -11.4% | 1,839 | +0.2% | 0.00% | +33.3% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $71,000 | +373.3% | 2,810 | +410.9% | 0.00% | +300.0% |
| TDIV | Buy | FIRST TR EXCHANGE TRADED FDnasd tech div | $65,000 | -12.2% | 1,476 | +0.4% | 0.00% | +33.3% |
| SJNK | New | SPDR SER TRbloomberg sht te | $54,000 | – | 2,267 | +100.0% | 0.00% | – |
| XES | Buy | SPDR SER TRoilgas equip | $54,000 | -6.9% | 974 | +0.1% | 0.00% | +50.0% |
| BBCA | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $43,000 | +330.0% | 808 | +386.7% | 0.00% | – |
| DBX | Buy | DROPBOX INCcl a | $45,000 | +18.4% | 2,158 | +19.4% | 0.00% | +50.0% |
| WD | Buy | WALKER DUNLOP INC | $51,000 | -12.1% | 606 | +0.5% | 0.00% | +50.0% |
| AMCR | Buy | AMCOR PLCord | $43,000 | +13.2% | 4,007 | +29.5% | 0.00% | +50.0% |
| LDOS | Buy | LEIDOS HOLDINGS INC | $55,000 | -9.8% | 630 | +3.3% | 0.00% | 0.0% |
| XSW | Buy | SPDR SER TR | $42,000 | +50.0% | 389 | +53.1% | 0.00% | +200.0% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $45,000 | +542.9% | 315 | +600.0% | 0.00% | – |
| TTWO | Buy | TAKE TWO INTERACTIVE SOFTWAR | $43,000 | -10.4% | 395 | +1.0% | 0.00% | +50.0% |
| TGNA | Buy | TEGNA INC | $44,000 | +388.9% | 2,152 | +402.8% | 0.00% | – |
| WWJD | Buy | NORTHERN LTS FD TR IVintrntinl esg | $55,000 | -9.8% | 2,476 | +1.1% | 0.00% | 0.0% |
| TRI | Buy | THOMSON REUTERS CORP | $46,000 | +2.2% | 444 | +2.3% | 0.00% | +50.0% |
| Buy | NCINO INC | $45,000 | +87.5% | 1,310 | +69.7% | 0.00% | +200.0% | |
| RVLV | Buy | REVOLVE GROUP INCcl a | $44,000 | +12.8% | 2,031 | +33.6% | 0.00% | +50.0% |
| CM | Buy | CANADIAN IMP BK COMM | $42,000 | +31.2% | 962 | +48.0% | 0.00% | +200.0% |
| RMD | Buy | RESMED INC | $43,000 | +7.5% | 198 | +2.6% | 0.00% | +50.0% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $53,000 | +8.2% | 1,071 | +12.4% | 0.00% | +50.0% |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $44,000 | +4.8% | 487 | +12.7% | 0.00% | +50.0% |
| Buy | BRC INC | $48,000 | +336.4% | 6,219 | +381.0% | 0.00% | – | |
| ATO | Buy | ATMOS ENERGY CORP | $53,000 | -8.6% | 524 | +0.8% | 0.00% | +50.0% |
| SSTK | Buy | SHUTTERSTOCK INC | $31,000 | +181.8% | 625 | +214.1% | 0.00% | – |
| SWAN | Buy | AMPLIFY ETF TRblackswan grwt | $28,000 | -6.7% | 1,110 | +0.3% | 0.00% | +100.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA NVsponsored adr | $28,000 | +64.7% | 617 | +94.0% | 0.00% | +100.0% |
| BNS | Buy | BANK NOVA SCOTIA B C | $31,000 | -18.4% | 657 | +1.1% | 0.00% | 0.0% |
| BC | Buy | BRUNSWICK CORP | $41,000 | +10.8% | 619 | +8.8% | 0.00% | 0.0% |
| CCL | Buy | CARNIVAL CORP | $31,000 | +29.2% | 4,376 | +58.3% | 0.00% | +100.0% |
| CRK | New | COMSTOCK RES INC | $35,000 | – | 2,000 | +100.0% | 0.00% | – |
| DDOG | Buy | DATADOG INC | $32,000 | -5.9% | 357 | +0.3% | 0.00% | +100.0% |
| DIN | Buy | DINE BRANDS GLOBAL INC | $33,000 | 0.0% | 513 | +1.6% | 0.00% | +100.0% |
| QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $34,000 | 0.0% | 561 | +4.7% | 0.00% | +100.0% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $28,000 | +3.7% | 418 | +13.0% | 0.00% | +100.0% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $26,000 | 0.0% | 289 | +8.2% | 0.00% | +100.0% |
| FLTB | Buy | FIDELITY MERRIMACK STR TRltd trm bd etf | $33,000 | -2.9% | 702 | +0.3% | 0.00% | +100.0% |
| VPN | Buy | GLOBAL X FDSdata ctr reits | $39,000 | -17.0% | 3,200 | +0.0% | 0.00% | 0.0% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $36,000 | +1700.0% | 2,311 | +2039.8% | 0.00% | – |
| GSHD | Buy | GOOSEHEAD INS INC | $25,000 | +108.3% | 704 | +178.3% | 0.00% | – |
| BJUL | New | INNOVATOR ETFS TRus eqty bufr jul | $35,000 | – | 1,200 | +100.0% | 0.00% | – |
| VVR | Buy | INVESCO SR INCOME TR | $28,000 | -3.4% | 7,512 | +1.5% | 0.00% | +100.0% |
| IEV | Buy | ISHARES TReurope etf | $31,000 | +47.6% | 814 | +68.5% | 0.00% | +100.0% |
| EUFN | Buy | ISHARES TRmsci euro fl etf | $28,000 | +460.0% | 2,000 | +511.6% | 0.00% | – |
| SUSL | New | ISHARES TResg msci leadr | $29,000 | – | 476 | +100.0% | 0.00% | – |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $31,000 | – | 620 | +100.0% | 0.00% | – |
| JNPR | Buy | JUNIPER NETWORKS INC | $39,000 | +2.6% | 1,487 | +11.1% | 0.00% | 0.0% |
| NIO | Buy | NIO INCspon ads | $29,000 | -25.6% | 1,810 | +1.0% | 0.00% | 0.0% |
| NXE | Buy | NEXGEN ENERGY LTD | $40,000 | +185.7% | 11,000 | +191.5% | 0.00% | +100.0% |
| OFLX | Buy | OMEGA FLEX INC | $33,000 | +37.5% | 360 | +58.6% | 0.00% | +100.0% |
| HNW | Buy | PIONEER DIVERSIFIED HIGH INC | $30,000 | -3.2% | 2,926 | +3.0% | 0.00% | +100.0% |
| PII | Buy | POLARIS INC | $41,000 | +127.8% | 430 | +137.6% | 0.00% | +100.0% |
| RH | New | RH | $31,000 | – | 125 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC | $29,000 | – | 378 | +100.0% | 0.00% | – |
| SEIC | Buy | SEI INVTS CO | $31,000 | -6.1% | 634 | +2.9% | 0.00% | +100.0% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $36,000 | +111.8% | 1,375 | +129.2% | 0.00% | +100.0% |
| SWBI | Buy | SMITH WESSON BRANDS INC | $39,000 | -9.3% | 3,737 | +14.0% | 0.00% | 0.0% |
| Buy | SOLID POWER INC | $39,000 | +25.8% | 7,500 | +31.5% | 0.00% | +100.0% | |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $34,000 | – | 217 | +100.0% | 0.00% | – |
| WTRH | New | WAITR HLDGS INC | $28,000 | – | 184,147 | +100.0% | 0.00% | – |
| WHR | Buy | WHIRLPOOL CORP | $25,000 | +31.6% | 184 | +48.4% | 0.00% | +100.0% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $41,000 | -8.9% | 1,311 | +0.8% | 0.00% | 0.0% |
| LAZ | New | LAZARD LTD | $29,000 | – | 903 | +100.0% | 0.00% | – |
| FDLO | Buy | FIDELITY COVINGTON TRUSTlow volity etf | $12,000 | +9.1% | 285 | +19.2% | 0.00% | – |
| REAL | New | THE REALREAL INC | $21,000 | – | 13,690 | +100.0% | 0.00% | – |
| IGE | Buy | ISHARES TRnorth amern nat | $24,000 | +4.3% | 688 | +6.0% | 0.00% | 0.0% |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $24,000 | -14.3% | 824 | +1.6% | 0.00% | 0.0% |
| FIGS | Buy | FIGS INCcl a | $12,000 | +1100.0% | 1,400 | +1172.7% | 0.00% | – |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $21,000 | -4.5% | 649 | +0.5% | 0.00% | 0.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $23,000 | +64.3% | 889 | +80.0% | 0.00% | 0.0% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $20,000 | +5.3% | 699 | +10.3% | 0.00% | 0.0% |
| UTI | New | UNIVERSAL TECHNICAL INST INC | $9,000 | – | 1,735 | +100.0% | 0.00% | – |
| XBJL | New | INNOVATOR ETFS TRus eqt aclrtd 9 | $16,000 | – | 651 | +100.0% | 0.00% | – |
| REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $17,000 | +6.2% | 202 | +11.0% | 0.00% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $11,000 | +1000.0% | 152 | +1166.7% | 0.00% | – |
| ECPG | New | ENCORE CAP GROUP INC | $9,000 | – | 200 | +100.0% | 0.00% | – |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $20,000 | +5.3% | 163 | +0.6% | 0.00% | 0.0% |
| MAX | Buy | MEDIAALPHA INCcl a | $16,000 | +14.3% | 1,774 | +28.2% | 0.00% | 0.0% |
| MUE | Buy | BLACKROCK MUNIHOLDINGS QUALI | $19,000 | +72.7% | 2,000 | +100.0% | 0.00% | – |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $9,000 | – | 325 | +100.0% | 0.00% | – |
| GNT | Buy | GAMCO NAT RES GOLD INCOMEsh ben int | $17,000 | -10.5% | 4,186 | +2.0% | 0.00% | 0.0% |
| New | PROSHARES TR | $24,000 | – | 409 | +100.0% | 0.00% | – | |
| New | HOLLEY INC | $17,000 | – | 4,174 | +100.0% | 0.00% | – | |
| SSG | New | PROSHARES TRulshrt semic new | $11,000 | – | 300 | +100.0% | 0.00% | – |
| BBDC | New | BARINGS BDC INC | $20,000 | – | 2,374 | +100.0% | 0.00% | – |
| SCHN | Buy | SCHNITZER STEEL INDS INCcl a | $21,000 | -12.5% | 723 | +0.4% | 0.00% | 0.0% |
| BAL | New | BARCLAYS BANK PLCetn lkd 48 | $12,000 | – | 200 | +100.0% | 0.00% | – |
| SJB | New | PROSHARES TRshrt hgh yield | $10,000 | – | 500 | +100.0% | 0.00% | – |
| PST | New | PROSHARES TR | $10,000 | – | 450 | +100.0% | 0.00% | – |
| CAR | New | AVIS BUDGET GROUP | $24,000 | – | 165 | +100.0% | 0.00% | – |
| PNM | New | PNM RES INC | $16,000 | – | 349 | +100.0% | 0.00% | – |
| FLGB | New | FRANKLIN TEMPLETON ETF TRftse untd kgdm | $10,000 | – | 519 | +100.0% | 0.00% | – |
| SQLV | New | LEGG MASON ETF INVT TRsml cap qulity | $24,000 | – | 757 | +100.0% | 0.00% | – |
| FSP | Buy | FRANKLIN STR PPTYS CORP | $11,000 | -31.2% | 4,140 | +5.9% | 0.00% | 0.0% |
| JKHY | New | JACK HENRY & ASSOCIATES | $10,000 | – | 53 | +100.0% | 0.00% | – |
| EPV | New | PROSHARES TRultsht ftse euro | $15,000 | – | 750 | +100.0% | 0.00% | – |
| GCOW | New | PACER FDS TRglobl cash etf | $18,000 | – | 689 | +100.0% | 0.00% | – |
| DFH | Buy | DREAM FINDERS HOMES INC | $16,000 | +23.1% | 1,492 | +24.9% | 0.00% | 0.0% |
| IRT | Buy | INDEPENDENCE RLTY TR INC | $9,000 | +350.0% | 558 | +411.9% | 0.00% | – |
| DPZ | Buy | DOMINOS PIZZA INC | $20,000 | +42.9% | 63 | +70.3% | 0.00% | 0.0% |
| PXI | Buy | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $13,000 | 0.0% | 342 | +0.6% | 0.00% | 0.0% |
| AEO | Buy | AMERICAN EAGLE OUTFITTERS IN | $15,000 | -11.8% | 1,580 | +5.3% | 0.00% | 0.0% |
| SPDN | Buy | DIREXION SHS ETF TRdly s&p500 br 1x | $13,000 | 0.0% | 736 | +0.1% | 0.00% | 0.0% |
| YANG | New | DIREXION SHS ETF TRdaily ftse china | $9,000 | – | 400 | +100.0% | 0.00% | – |
| PAAS | Buy | PAN AMERN SILVER CORP | $19,000 | -17.4% | 1,187 | +0.8% | 0.00% | 0.0% |
| RL | New | RALPH LAUREN CORPcl a | $19,000 | – | 223 | +100.0% | 0.00% | – |
| Buy | WISDOMTREE TRfloatng rat trea | $13,000 | 0.0% | 266 | +0.4% | 0.00% | 0.0% | |
| DRN | Buy | DIREXION SHS ETF TRdaily real est b | $17,000 | -34.6% | 1,781 | +0.8% | 0.00% | 0.0% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $11,000 | -8.3% | 141 | +10.2% | 0.00% | – |
| CMDY | Buy | ISHARES U S ETF TRbloomberg roll | $18,000 | +100.0% | 320 | +109.2% | 0.00% | – |
| DWSH | New | ADVISORSHARES TRdorsy shrt etf | $22,000 | – | 2,000 | +100.0% | 0.00% | – |
| ZI | Buy | ZOOMINFO TECHNOLOGIES INC | $24,000 | +1100.0% | 581 | +937.5% | 0.00% | – |
| DB | New | DEUTSCHE BANK A Gnamen akt | $11,000 | – | 1,500 | +100.0% | 0.00% | – |
| SWX | New | SOUTHWEST GAS HLDGS INC | $21,000 | – | 300 | +100.0% | 0.00% | – |
| ARGO | New | ARGO GROUP INTL HLDGS LTD | $22,000 | – | 1,120 | +100.0% | 0.00% | – |
| ABOS | New | ACUMEN PHARMACEUTICALS INC | $21,000 | – | 2,100 | +100.0% | 0.00% | – |
| LMBS | New | FIRST TRUST LOW DURATION OPPORTUNITYetf | $21,000 | – | 439 | +100.0% | 0.00% | – |
| DIDI | Buy | DIDI GLOBAL INCsponsored ads | $15,000 | 0.0% | 7,987 | +59.7% | 0.00% | 0.0% |
| LRN | New | STRIDE INC | $21,000 | – | 500 | +100.0% | 0.00% | – |
| RPRX | New | ROYALTY PHARMA PLC | $18,000 | – | 450 | +100.0% | 0.00% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $17,000 | – | 230 | +100.0% | 0.00% | – |
| SUI | Buy | SUN CMNTYS INC | $20,000 | +100.0% | 145 | +130.2% | 0.00% | – |
| AMC | Buy | AMC ENTMT HLDGS INC | $24,000 | -47.8% | 3,427 | +0.9% | 0.00% | -50.0% |
| Buy | SYLVAMO CORP | $15,000 | +150.0% | 436 | +133.2% | 0.00% | – | |
| DOC | New | PHYSICIANS RLTY TR | $15,000 | – | 1,000 | +100.0% | 0.00% | – |
| FREY | Buy | FREYR BATTERY | $18,000 | +1700.0% | 1,250 | +1150.0% | 0.00% | – |
| ICL | New | ICL GROUP LTD | $9,000 | – | 1,110 | +100.0% | 0.00% | – |
| TFSL | Buy | TFS FINL CORP | $9,000 | 0.0% | 673 | +2.1% | 0.00% | – |
| GDRX | New | GOODRX HLDGS INC | $9,000 | – | 2,000 | +100.0% | 0.00% | – |
| FSLR | Buy | FIRST SOLAR INC | $20,000 | +150.0% | 150 | +30.4% | 0.00% | – |
| BTAL | New | AGF INVTS TRagfiq us mk anti | $10,000 | – | 500 | +100.0% | 0.00% | – |
| GNK | Buy | GENCO SHIPPING TRADING LTD | $23,000 | -11.5% | 1,850 | +39.9% | 0.00% | 0.0% |
| JOUT | Buy | JOHNSON OUTDOORS INCcl a | $19,000 | -17.4% | 376 | +0.5% | 0.00% | 0.0% |
| KIM | Buy | KIMCO RLTY CORP | $16,000 | -5.9% | 856 | +1.4% | 0.00% | 0.0% |
| GIM | Buy | TEMPLETON GLOBAL INCOME FD | $18,000 | -5.3% | 4,398 | +1.9% | 0.00% | 0.0% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $10,000 | -9.1% | 409 | +1.5% | 0.00% | – |
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $2,000 | +100.0% | 47 | +123.8% | 0.00% | – |
| UNVR | New | UNIVAR SOLUTIONS INC | $8,000 | – | 336 | +100.0% | 0.00% | – |
| MORT | New | VANECK ETF TRUSTmortgage reit | $8,000 | – | 685 | +100.0% | 0.00% | – |
| BRKS | Buy | AZENTA INC | $8,000 | -20.0% | 193 | +34.0% | 0.00% | – |
| BRMK | Buy | BROADMARK RLTY CAP INC | $1,000 | 0.0% | 114 | +3.6% | 0.00% | – |
| BKT | New | BLACKROCK INCOME TR INC | $2,000 | – | 500 | +100.0% | 0.00% | – |
| BBBY | Buy | BED BATH BEYOND INC | $5,000 | +150.0% | 874 | +84.4% | 0.00% | – |
| IMLP | Buy | BARCLAYS BANK PLCipath s&p mlp | $5,000 | +25.0% | 315 | +1.6% | 0.00% | – |
| BAND | Buy | BANDWIDTH INC | $1,000 | 0.0% | 90 | +221.4% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $1,000 | – | 1,051 | +100.0% | 0.00% | – |
| VERI | Buy | VERITONE INC | $6,000 | +500.0% | 1,110 | +1133.3% | 0.00% | – |
| AROW | Buy | ARROW FINL CORP | $4,000 | 0.0% | 130 | +2.4% | 0.00% | – |
| New | ARGO BLOCKCHAIN PLCads | $1,000 | – | 200 | +100.0% | 0.00% | – | |
| Buy | ARCHER AVIATION INC | $5,000 | +66.7% | 2,000 | +100.0% | 0.00% | – | |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $3,000 | – | 150 | +100.0% | 0.00% | – |
| YYY | Buy | AMPLIFY ETF TR | $1,000 | 0.0% | 96 | +3.2% | 0.00% | – |
| AOUT | Buy | AMERICAN OUTDOOR BRANDS INC | $8,000 | +14.3% | 887 | +14.5% | 0.00% | – |
| WES | New | WESTERN MIDSTREAM PARTNERS L | $3,000 | – | 102 | +100.0% | 0.00% | – |
| WU | Buy | WESTERN UN CO | $2,000 | 0.0% | 130 | +1.6% | 0.00% | – |
| WPRT | Buy | WESTPORT FUEL SYSTEMS INC | $4,000 | 0.0% | 4,958 | +11.4% | 0.00% | – |
| WETF | Buy | WISDOMTREE INVTS INC | $3,000 | 0.0% | 641 | +0.6% | 0.00% | – |
| ABEV | Buy | AMBEV SAsponsored adr | $5,000 | +400.0% | 1,800 | +500.0% | 0.00% | – |
| WF | New | WOORI FINL GROUP INCsponsored ads | $2,000 | – | 80 | +100.0% | 0.00% | – |
| ZOM | Buy | ZOMEDICA CORP | $1,000 | 0.0% | 5,024 | +0.4% | 0.00% | – |
| CWCO | New | CONSOLIDATED WATER CO INCord | $1,000 | – | 39 | +100.0% | 0.00% | – |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $1,000 | – | 150 | +100.0% | 0.00% | – |
| IS | New | IRONSOURCE LTD | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
| ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $6,000 | 0.0% | 248 | +98.4% | 0.00% | – |
| AES | Buy | AES CORP | $6,000 | +20.0% | 255 | +13.3% | 0.00% | – |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $2,000 | +100.0% | 2 | +100.0% | 0.00% | – |
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $6,000 | – | 200 | +100.0% | 0.00% | – |
| Buy | MONEYLION INCcl a | $3,000 | -25.0% | 3,009 | +0.3% | 0.00% | – | |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $3,000 | -25.0% | 155 | +1.3% | 0.00% | – |
| VBF | New | INVESCO BD FD | $7,000 | – | 468 | +100.0% | 0.00% | – |
| JGH | Buy | NUVEEN GLOBAL HIGH INCOME FD | $3,000 | 0.0% | 285 | +2.2% | 0.00% | – |
| ONEW | Buy | ONEWATER MARINE INC | $2,000 | +100.0% | 60 | +50.0% | 0.00% | – |
| OPEN | Buy | OPENDOOR TECHNOLOGIES INC | $3,000 | +200.0% | 840 | +460.0% | 0.00% | – |
| Buy | ORGANIGRAM HLDGS INC | $2,000 | 0.0% | 1,796 | +0.4% | 0.00% | – | |
| New | ORLA MNG LTD NEW | $1,000 | – | 178 | +100.0% | 0.00% | – | |
| PKX | New | POSCO HOLDINGS INCsponsored adr | $2,000 | – | 55 | +100.0% | 0.00% | – |
| HSDT | New | HELIUS MED TECHNOLOGIES INC | $1,000 | – | 3,936 | +100.0% | 0.00% | – |
| PMT | Buy | PENNYMAC MTG INVT TR | $1,000 | -50.0% | 115 | +3.6% | 0.00% | – |
| GROM | Buy | GROM SOCIAL ENTERPRISES INC | $1,000 | 0.0% | 1,604 | +1.5% | 0.00% | – |
| GDYN | Buy | GRID DYNAMICS HLDGS INCcl a | $2,000 | +100.0% | 130 | +49.4% | 0.00% | – |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $3,000 | 0.0% | 165 | +3.1% | 0.00% | – |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $4,000 | +100.0% | 118 | +87.3% | 0.00% | – |
| PBI | Buy | PITNEY BOWES INC | $1,000 | -50.0% | 554 | +1.7% | 0.00% | – |
| PGEN | Buy | PRECIGEN INC | $3,000 | +200.0% | 1,400 | +75.0% | 0.00% | – |
| New | GENERATION INCOME PPTYS INC | $2,000 | – | 300 | +100.0% | 0.00% | – | |
| EEV | New | PROSHARES TRsht msci new | $6,000 | – | 200 | +100.0% | 0.00% | – |
| SRS | New | PROSHARES TRultsht real est | $5,000 | – | 250 | +100.0% | 0.00% | – |
| TWM | New | PROSHARES TRultsht russ2000 | $4,000 | – | 200 | +100.0% | 0.00% | – |
| QID | New | PROSHARES TRultshrt qqq | $5,000 | – | 200 | +100.0% | 0.00% | – |
| EUO | New | PROSHARES TR IIultrashrt euro | $3,000 | – | 100 | +100.0% | 0.00% | – |
| FRG | Buy | FRANCHISE GROUP INC | $1,000 | -50.0% | 52 | +2.0% | 0.00% | – |
| VIXY | New | PROSHARES TR IIvix sh trm futrs | $8,000 | – | 453 | +100.0% | 0.00% | – |
| RWM | New | PROSHARES TRshrt russell2000 | $7,000 | – | 250 | +100.0% | 0.00% | – |
| RLGY | New | REALOGY HLDGS CORP | $7,000 | – | 900 | +100.0% | 0.00% | – |
| New | ROVER GROUP INC | $4,000 | – | 1,155 | +100.0% | 0.00% | – | |
| RUSHA | New | RUSH ENTERPRISES INCcl a | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $5,000 | 0.0% | 198 | +0.5% | 0.00% | – |
| FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $2,000 | – | 51 | +100.0% | 0.00% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $3,000 | – | 41 | +100.0% | 0.00% | – |
| ETHO | Buy | ETF MANAGERS TRetho climate lea | $4,000 | 0.0% | 79 | +1.3% | 0.00% | – |
| SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $3,000 | – | 72 | +100.0% | 0.00% | – |
| RDY | New | DR REDDYS LABS LTDadr | $1,000 | – | 25 | +100.0% | 0.00% | – |
| TMV | New | DIREXION SHS ETF TR20yr tres bear | $1,000 | – | 9 | +100.0% | 0.00% | – |
| JDST | New | DIREXION SHS ETF TRdly jr gold 2x | $4,000 | – | 250 | +100.0% | 0.00% | – |
| LABD | New | DIREXION SHS ETF TRdaily s&p biotec | $6,000 | – | 250 | +100.0% | 0.00% | – |
| WEBS | New | DIREXION SHS ETF TRdaily dj bear | $4,000 | – | 100 | +100.0% | 0.00% | – |
| SHG | New | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $2,000 | – | 80 | +100.0% | 0.00% | – |
| HIBS | New | DIREXION SHS ETF TRdaily s&p bear | $4,000 | – | 350 | +100.0% | 0.00% | – |
| SKY | Buy | SKYLINE CHAMPION CORPORATION | $3,000 | +200.0% | 60 | +140.0% | 0.00% | – |
| SMAR | Buy | SMARTSHEET INC | $3,000 | +50.0% | 75 | +50.0% | 0.00% | – |
| New | DIGITAL WORLD ACQUISITION COunit 06/30/2028 | $4,000 | – | 220 | +100.0% | 0.00% | – | |
| Buy | DIGITAL WORLD ACQUISITION CO*w exp 06/30/202 | $1,000 | 0.0% | 228 | +8.1% | 0.00% | – | |
| XRAY | Buy | DENTSPLY SIRONA INC | $2,000 | +100.0% | 66 | +73.7% | 0.00% | – |
| DLX | Buy | DELUXE CORP | $6,000 | -25.0% | 369 | +1.7% | 0.00% | – |
| DAWN | New | DAY ONE BIOPHARMACEUTICALS I | $1,000 | – | 40 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| KAI | New | KADANT INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| KB | New | KB FINL GROUP INCsponsored adr | $2,000 | – | 58 | +100.0% | 0.00% | – |
| LZB | New | LA Z BOY INC | $4,000 | – | 197 | +100.0% | 0.00% | – |
| XJH | New | ISHARES TR ESGscrd s&p mid | $1,000 | – | 32 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $7,000 | – | 250 | +100.0% | 0.00% | – |
| MARA | Buy | MARATHON DIGITAL HOLDINGS IN | $5,000 | +400.0% | 513 | +261.3% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-07
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.