$265 Million is the total value of KB FINANCIAL PARTNERS, LLC's 611 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 16.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSLC | Buy | Goldman ActiveBeta US Large Cap ETFetf | $36,272,000 | +26.0% | 421,616 | +15.9% | 13.71% | +11.9% |
| IVV | Sell | iShares Core S&P 500 ETFetf | $24,035,000 | +7.7% | 55,905 | -0.3% | 9.08% | -4.3% |
| JPST | Buy | JP Morgan Ultra-Short Income ETFetf | $22,013,000 | +29.6% | 433,830 | +29.7% | 8.32% | +15.2% |
| MBB | Buy | iShares MBS ETFetf | $21,496,000 | +19.7% | 198,617 | +19.9% | 8.12% | +6.4% |
| DGRW | Buy | WisdomTree US Quality Div Gr ETFetf | $20,065,000 | +21.8% | 336,263 | +16.8% | 7.58% | +8.3% |
| SWAN | Buy | Amplify BlackSwan ETFetf | $18,722,000 | +26.8% | 546,309 | +18.2% | 7.08% | +12.7% |
| GSIE | Buy | Goldman ActiveBeta Int'l ETFetf | $17,975,000 | +21.1% | 514,600 | +14.6% | 6.79% | +7.6% |
| IAU | New | iShares Gold Trust ETFetf | $13,365,000 | – | 396,476 | +100.0% | 5.05% | – |
| RPG | Sell | Invesco S&P 500 Pure Growth ETFetf | $3,214,000 | -30.1% | 17,456 | -37.6% | 1.22% | -37.9% |
| EWJ | Buy | ISHARES MSCI JAPAN ETFetf | $2,468,000 | +30.0% | 36,546 | +31.9% | 0.93% | +15.5% |
| MSFT | Sell | MICROSOFT CORP COMstock | $1,909,000 | +13.7% | 7,045 | -1.1% | 0.72% | +1.1% |
| FB | Buy | FACEBOOK INC CL Astock | $1,878,000 | +150.4% | 5,402 | +112.1% | 0.71% | +122.6% |
| PRF | Sell | Invesco FTSE RAFI US 1000 ETFetf | $1,541,000 | -66.8% | 9,613 | -68.6% | 0.58% | -70.5% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $1,381,000 | +12.4% | 551 | -7.2% | 0.52% | -0.2% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP INC COM CL Astock | $1,258,000 | -2.8% | 19,143 | +8.1% | 0.48% | -13.6% |
| AMZN | Sell | AMAZON COM INC COMstock | $1,187,000 | +5.7% | 345 | -5.0% | 0.45% | -6.1% |
| UPWK | Sell | UPWORK INC COMstock | $1,188,000 | +23.5% | 20,383 | -5.1% | 0.45% | +9.8% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $1,177,000 | +124.6% | 25,997 | +93.8% | 0.44% | +99.6% |
| BSV | Sell | Vanguard Short-Term Bond Index Fundetf | $1,152,000 | -70.6% | 14,027 | -70.6% | 0.44% | -73.9% |
| ACWV | Sell | iShares MSCI Minimum Volatility ETFetf | $1,122,000 | -34.2% | 10,908 | -36.9% | 0.42% | -41.5% |
| SPY | SPDR S&P 500 ETFetf | $1,120,000 | +8.0% | 2,617 | 0.0% | 0.42% | -4.1% | |
| FWONA | Buy | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $1,037,000 | +25.5% | 24,317 | +12.5% | 0.39% | +11.7% |
| V | Buy | VISA INC COM CL Astock | $970,000 | +118.5% | 4,148 | +97.9% | 0.37% | +94.2% |
| IWD | iShares Russell 1000 Value ETFetf | $948,000 | +4.6% | 5,975 | 0.0% | 0.36% | -7.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $942,000 | -9.8% | 2,352 | -16.2% | 0.36% | -19.8% |
| CP | Buy | CANADIAN PAC RY LTD COMstock | $915,000 | +12.4% | 11,902 | +454.6% | 0.35% | 0.0% |
| LIN | Buy | LINDE PLC SHSstock | $804,000 | +112.7% | 2,780 | +106.1% | 0.30% | +88.8% |
| JUST | Sell | Goldman JUST US large Cap ETFetf | $781,000 | +7.4% | 12,493 | -0.8% | 0.30% | -4.5% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $732,000 | +29.8% | 4,431 | +11.2% | 0.28% | +15.4% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $710,000 | -1.9% | 4,311 | -2.1% | 0.27% | -13.0% |
| NKE | Sell | NIKE INC CL Bstock | $655,000 | +5.0% | 4,236 | -9.7% | 0.25% | -6.4% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $648,000 | +12.9% | 938 | +0.9% | 0.24% | +0.4% |
| AAPL | Sell | APPLE INC COMstock | $636,000 | -44.9% | 4,640 | -50.9% | 0.24% | -51.1% |
| NLSN | Buy | NIELSEN HLDGS PLC SHS EURstock | $628,000 | +38.3% | 25,444 | +40.9% | 0.24% | +22.8% |
| CSCO | Buy | CISCO SYS INC COMstock | $628,000 | +10.6% | 11,840 | +7.8% | 0.24% | -2.1% |
| TWTR | Buy | TWITTER INC COMstock | $595,000 | +17.8% | 8,644 | +8.9% | 0.22% | +4.7% |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC COMstock | $590,000 | +251.2% | 13,819 | +282.2% | 0.22% | +214.1% |
| CHNG | Buy | CHANGE HEALTHCARE INC COMstock | $591,000 | +84.1% | 25,660 | +76.8% | 0.22% | +62.8% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $577,000 | +18.0% | 1,956 | +10.5% | 0.22% | +4.8% |
| MU | Sell | MICRON TECHNOLOGY INC COMstock | $573,000 | -39.5% | 6,747 | -37.2% | 0.22% | -46.2% |
| RWK | Sell | Invesco S&P Midcap 400 Revenue ETFetf | $568,000 | -63.8% | 6,413 | -64.8% | 0.22% | -67.8% |
| CIT | New | CIT GROUP INC COM NEWstock | $570,000 | – | 11,043 | +100.0% | 0.22% | – |
| CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Astock | $568,000 | -18.9% | 787 | -30.7% | 0.22% | -27.9% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $549,000 | -38.8% | 3,855 | -42.6% | 0.21% | -45.5% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $547,000 | +31.8% | 1,503 | +17.2% | 0.21% | +16.9% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $539,000 | +573.8% | 7,400 | +504.6% | 0.20% | +500.0% |
| SKIN | New | Beauty Health Company Cl Astock | $538,000 | – | 32,049 | +100.0% | 0.20% | – |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $522,000 | -25.6% | 1,430 | -27.5% | 0.20% | -34.1% |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $515,000 | +37.0% | 9,018 | +45.6% | 0.20% | +21.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $516,000 | -0.2% | 4,291 | -1.8% | 0.20% | -11.4% |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $511,000 | +125.1% | 10,194 | +144.7% | 0.19% | +99.0% |
| DFS | Sell | DISCOVER FINL SVCS COMstock | $510,000 | +7.4% | 4,310 | -13.8% | 0.19% | -4.5% |
| BIIB | Buy | BIOGEN INC COMstock | $506,000 | +50500.0% | 1,462 | +29140.0% | 0.19% | – |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC COMstock | $490,000 | +41.2% | 1,169 | +39.5% | 0.18% | +25.0% |
| INCY | Buy | INCYTE CORP COMstock | $476,000 | +78.9% | 5,661 | +72.7% | 0.18% | +59.3% |
| A | Sell | AGILENT TECHNOLOGIES INC COMstock | $477,000 | +10.7% | 3,224 | -4.8% | 0.18% | -1.6% |
| NFLX | Buy | NETFLIX INC COMstock | $470,000 | +379.6% | 890 | +375.9% | 0.18% | +323.8% |
| LULU | Sell | LULULEMON ATHLETICA INC COMstock | $465,000 | +18.0% | 1,275 | -0.7% | 0.18% | +4.8% |
| MELI | Buy | MERCADOLIBRE INC COMstock | $455,000 | +36.2% | 292 | +28.6% | 0.17% | +21.1% |
| TMUS | Sell | T-MOBILE US INC COMstock | $448,000 | -2.4% | 3,095 | -15.5% | 0.17% | -13.3% |
| LB | New | L BRANDS INC COMstock | $448,000 | – | 6,211 | +100.0% | 0.17% | – |
| LPLA | Buy | LPL FINL HLDGS INC COMstock | $445,000 | +23.6% | 3,296 | +30.3% | 0.17% | +9.8% |
| TJX | Buy | TJX COS INC NEW COMstock | $441,000 | +38.7% | 6,544 | +36.3% | 0.17% | +23.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $439,000 | +106.1% | 7,843 | +114.2% | 0.17% | +82.4% |
| BRKR | Buy | BRUKER CORP COMstock | $433,000 | +146.0% | 5,703 | +108.7% | 0.16% | +118.7% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $430,000 | +1.2% | 176 | -14.6% | 0.16% | -9.9% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $429,000 | +125.8% | 3,051 | +95.5% | 0.16% | +100.0% |
| SNN | Buy | SMITH & NEPHEW PLC SPDN ADR NEWadr | $425,000 | +17.4% | 9,776 | +2.2% | 0.16% | +4.5% |
| HI | Buy | HILLENBRAND INC COMstock | $423,000 | +36.0% | 9,591 | +47.3% | 0.16% | +21.2% |
| CDK | Buy | CDK GLOBAL INC COMstock | $417,000 | +29.9% | 8,391 | +41.4% | 0.16% | +15.3% |
| DESP | Buy | DESPEGAR COM CORP ORD SHSstock | $413,000 | +6.4% | 31,263 | +9.8% | 0.16% | -5.5% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $411,000 | +5.1% | 3,315 | +0.3% | 0.16% | -6.6% |
| DHI | Sell | D R HORTON INC COMstock | $408,000 | -4.7% | 4,516 | -6.0% | 0.15% | -15.4% |
| MCD | Buy | MCDONALDS CORP COMstock | $399,000 | +8.7% | 1,727 | +5.5% | 0.15% | -3.2% |
| SRCL | Buy | STERICYCLE INC COMstock | $396,000 | +27.7% | 5,539 | +20.6% | 0.15% | +13.6% |
| INTC | Buy | INTEL CORP COMstock | $398,000 | +16.7% | 7,090 | +33.2% | 0.15% | +3.4% |
| HDB | Buy | HDFC BANK LTD SPONSORED ADSadr | $396,000 | +99.0% | 5,415 | +111.4% | 0.15% | +76.5% |
| FCN | Buy | FTI CONSULTING INC COMstock | $394,000 | +2714.3% | 2,881 | +2810.1% | 0.15% | +2383.3% |
| ARKK | Sell | ARK Innovation ETFetf | $393,000 | -12.1% | 3,003 | -19.4% | 0.15% | -21.6% |
| BAX | Buy | BAXTER INTL INC COMstock | $392,000 | +116.6% | 4,874 | +126.9% | 0.15% | +92.2% |
| GPS | Buy | GAP INC COMstock | $389,000 | +21.6% | 11,564 | +7.6% | 0.15% | +8.1% |
| CSX | Buy | CSX CORP COMstock | $387,000 | +2876.9% | 12,075 | +8844.4% | 0.15% | +2333.3% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $380,000 | +17.3% | 7,349 | +15.5% | 0.14% | +4.3% |
| SUSL | Sell | iShares MSCI USA ESG Leaders ETFetf | $382,000 | +7.6% | 5,084 | -0.9% | 0.14% | -4.6% |
| AMG | Buy | AFFILIATED MANAGERS GROUP INC COMstock | $380,000 | +39.7% | 2,462 | +35.0% | 0.14% | +24.1% |
| ESGD | Buy | iShares MSCI EAFE ESG Select ETFetf | $375,000 | +7.4% | 4,744 | +3.3% | 0.14% | -4.1% |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $372,000 | +37.8% | 1,941 | +17.9% | 0.14% | +22.6% |
| CB | Buy | CHUBB LIMITED COMstock | $367,000 | +22.7% | 2,312 | +22.1% | 0.14% | +9.4% |
| PEP | Buy | PEPSICO INC COMstock | $360,000 | +28.6% | 2,431 | +22.8% | 0.14% | +14.3% |
| SEMR | New | SEMRUSH HLDGS INC CL A COMstock | $361,000 | – | 15,668 | +100.0% | 0.14% | – |
| PKI | Buy | PERKINELMER INC COMstock | $358,000 | +36.6% | 2,317 | +13.6% | 0.14% | +21.6% |
| UNP | Sell | UNION PAC CORP COMstock | $355,000 | -46.7% | 1,614 | -46.6% | 0.13% | -52.7% |
| COF | Sell | CAPITAL ONE FINL CORP COMstock | $351,000 | +11.8% | 2,271 | -8.1% | 0.13% | -0.7% |
| RMD | Buy | RESMED INC COMstock | $349,000 | +47.9% | 1,413 | +16.5% | 0.13% | +32.0% |
| PRI | Buy | PRIMERICA INC COMstock | $348,000 | +40.3% | 2,269 | +35.0% | 0.13% | +25.7% |
| MANH | Buy | MANHATTAN ASSOCIATES INC COMstock | $346,000 | +63.2% | 2,390 | +32.6% | 0.13% | +45.6% |
| KO | Sell | COCA COLA CO COMstock | $343,000 | -3.1% | 6,338 | -5.7% | 0.13% | -13.9% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $338,000 | +15.0% | 4,157 | +11.7% | 0.13% | +2.4% |
| FHB | Buy | FIRST HAWAIIAN INC COMstock | $334,000 | +23.2% | 11,790 | +19.1% | 0.13% | +9.6% |
| LOW | Buy | LOWES COS INC COMstock | $330,000 | +32.5% | 1,703 | +30.1% | 0.12% | +17.9% |
| EME | Buy | EMCOR GROUP INC COMstock | $332,000 | +94.2% | 2,695 | +76.8% | 0.12% | +71.2% |
| TAP | Buy | MOLSON COORS BEVERAGE CO CL Bstock | $324,000 | +31.7% | 6,038 | +25.6% | 0.12% | +16.2% |
| IWB | iShares Russell 1000 ETFetf | $322,000 | +8.1% | 1,332 | 0.0% | 0.12% | -3.9% | |
| FDX | Sell | FEDEX CORP COMstock | $321,000 | -14.9% | 1,074 | -19.0% | 0.12% | -24.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $317,000 | -15.9% | 541 | -31.8% | 0.12% | -25.0% |
| BAC | Sell | BK OF AMERICA CORP COMstock | $313,000 | +6.5% | 7,594 | -0.2% | 0.12% | -5.6% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL COMstock | $303,000 | +33.5% | 219 | +11.7% | 0.12% | +18.6% |
| NUVA | Buy | NUVASIVE INC COMstock | $302,000 | +41.8% | 4,449 | +36.7% | 0.11% | +25.3% |
| LSTR | Buy | LANDSTAR SYS INC COMstock | $302,000 | +2223.1% | 1,908 | +2315.2% | 0.11% | +1800.0% |
| STLA | New | STELLANTIS N.V SHSstock | $298,000 | – | 15,134 | +100.0% | 0.11% | – |
| WDC | Buy | WESTERN DIGITAL CORP. COMstock | $298,000 | +25.2% | 4,184 | +17.1% | 0.11% | +11.9% |
| GGG | Buy | GRACO INC COMstock | $299,000 | +40.4% | 3,952 | +33.2% | 0.11% | +24.2% |
| SSD | Buy | SIMPSON MFG INC COMstock | $299,000 | +59.9% | 2,711 | +50.8% | 0.11% | +41.2% |
| COP | Sell | CONOCOPHILLIPS COMstock | $290,000 | -11.3% | 4,765 | -22.8% | 0.11% | -20.9% |
| SHOP | Sell | SHOPIFY INC CL Astock | $279,000 | +31.6% | 191 | -0.5% | 0.10% | +16.7% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $271,000 | +5.0% | 339 | -29.8% | 0.10% | -7.3% |
| RACE | Buy | FERRARI N V COMstock | $271,000 | +79.5% | 1,315 | +81.9% | 0.10% | +59.4% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $269,000 | +27.5% | 711 | +25.0% | 0.10% | +13.3% |
| BEN | Buy | FRANKLIN RESOURCES INC COMstock | $267,000 | +25.9% | 8,357 | +16.6% | 0.10% | +12.2% |
| TTC | Buy | TORO CO COMstock | $268,000 | +54.9% | 2,436 | +44.9% | 0.10% | +36.5% |
| ILF | Buy | ISHARES LATIN AMERICA 40 ETFetf | $266,000 | +31.7% | 8,435 | +15.1% | 0.10% | +17.4% |
| WU | Buy | WESTERN UN CO COMstock | $265,000 | +19.9% | 11,534 | +28.6% | 0.10% | +6.4% |
| HBI | Buy | HANESBRANDS INC COMstock | $265,000 | +26400.0% | 14,192 | +26677.4% | 0.10% | – |
| ATHM | Buy | AUTOHOME INC SP ADS RP CL Aadr | $264,000 | +9.1% | 4,129 | +59.2% | 0.10% | -2.9% |
| ALC | Buy | ALCON AG ORD SHSstock | $264,000 | +16.3% | 3,762 | +16.2% | 0.10% | +3.1% |
| GWW | Buy | GRAINGER W W INC COMstock | $265,000 | +16.7% | 604 | +6.9% | 0.10% | +3.1% |
| AZPN | Buy | ASPEN TECHNOLOGY INC COMstock | $262,000 | +36.5% | 1,905 | +43.0% | 0.10% | +20.7% |
| PAGS | New | PAGSEGURO DIGITAL LTD COM CL Astock | $263,000 | – | 4,703 | +100.0% | 0.10% | – |
| JWA | New | WILEY JOHN & SONS INC CL Astock | $258,000 | – | 4,279 | +100.0% | 0.10% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $256,000 | – | 2,912 | +100.0% | 0.10% | – |
| DD | Sell | DUPONT DE NEMOURS INC COMstock | $256,000 | -19.7% | 3,304 | -20.0% | 0.10% | -28.7% |
| TFC | Sell | TRUIST FINL CORP COMstock | $255,000 | -23.9% | 4,602 | -19.9% | 0.10% | -32.4% |
| BRO | Buy | BROWN & BROWN INC COMstock | $254,000 | +38.8% | 4,773 | +19.3% | 0.10% | +23.1% |
| STE | Buy | STERIS PLC SHS USDstock | $253,000 | +25.2% | 1,227 | +15.9% | 0.10% | +11.6% |
| ORCL | Sell | ORACLE CORP COMstock | $248,000 | -10.5% | 3,180 | -19.3% | 0.09% | -20.3% |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $243,000 | -60.6% | 834 | -67.1% | 0.09% | -64.9% |
| GOLF | Buy | ACUSHNET HLDGS CORP COMstock | $239,000 | +41.4% | 4,840 | +18.3% | 0.09% | +25.0% |
| CI | Sell | CIGNA CORP NEW COMstock | $239,000 | -20.1% | 1,008 | -18.5% | 0.09% | -29.1% |
| GPN | Buy | GLOBAL PMTS INC COMstock | $238,000 | +5.3% | 1,269 | +13.4% | 0.09% | -6.2% |
| CNR | New | CORNERSTONE BLDG BRANDS INC COMstock | $233,000 | – | 12,833 | +100.0% | 0.09% | – |
| ECL | Buy | ECOLAB INC COMstock | $232,000 | +28.2% | 1,126 | +33.1% | 0.09% | +14.3% |
| APAM | Buy | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $227,000 | +29.0% | 4,458 | +32.1% | 0.09% | +14.7% |
| SYY | Buy | SYSCO CORP COMstock | $225,000 | +37.2% | 2,889 | +38.8% | 0.08% | +21.4% |
| WTS | New | WATTS WATER TECHNOLOGIES INC CL Astock | $224,000 | – | 1,532 | +100.0% | 0.08% | – |
| FDS | Buy | FACTSET RESH SYS INC COMstock | $224,000 | +45.5% | 667 | +33.4% | 0.08% | +28.8% |
| HSIC | New | HENRY SCHEIN INC COMstock | $214,000 | – | 2,885 | +100.0% | 0.08% | – |
| MC | New | MOELIS & CO CL Astock | $213,000 | – | 3,741 | +100.0% | 0.08% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $212,000 | – | 6,114 | +100.0% | 0.08% | – |
| CVS | Sell | CVS HEALTH CORP COMstock | $211,000 | -1.4% | 2,523 | -11.3% | 0.08% | -12.1% |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $210,000 | -26.3% | 4,407 | -28.5% | 0.08% | -34.7% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $203,000 | -57.5% | 3,564 | -59.7% | 0.08% | -62.1% |
| CRVL | New | CORVEL CORP COMstock | $202,000 | – | 1,507 | +100.0% | 0.08% | – |
| VEEV | Sell | VEEVA SYS INC CL A COMstock | $199,000 | +1.0% | 640 | -15.1% | 0.08% | -10.7% |
| AON | Buy | AON PLC SHS CL Astock | $195,000 | +8.9% | 816 | +4.7% | 0.07% | -2.6% |
| MRK | Sell | MERCK & CO INC COMstock | $196,000 | -6.2% | 2,526 | -6.7% | 0.07% | -16.9% |
| CAT | Sell | CATERPILLAR INC COMstock | $195,000 | -44.3% | 894 | -40.8% | 0.07% | -50.3% |
| FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $196,000 | -18.0% | 1,380 | -18.7% | 0.07% | -27.5% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $191,000 | +365.9% | 1,418 | +369.5% | 0.07% | +323.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $189,000 | +8.6% | 679 | -0.1% | 0.07% | -4.1% |
| AVGO | Sell | BROADCOM INC COMstock | $188,000 | -20.0% | 394 | -22.3% | 0.07% | -29.0% |
| DIS | Sell | DISNEY WALT CO COMstock | $186,000 | -43.5% | 1,059 | -40.5% | 0.07% | -50.0% |
| ALGN | Sell | ALIGN TECHNOLOGY INC COMstock | $186,000 | -11.8% | 305 | -21.8% | 0.07% | -22.2% |
| MSI | Sell | MOTOROLA SOLUTIONS INC COM NEWstock | $182,000 | -15.0% | 837 | -26.5% | 0.07% | -24.2% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $183,000 | -1.6% | 1,177 | -3.8% | 0.07% | -12.7% |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC COMstock | $178,000 | – | 1,050 | +100.0% | 0.07% | – |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $176,000 | +5766.7% | 815 | +6169.2% | 0.07% | +6600.0% |
| MET | Sell | METLIFE INC COMstock | $175,000 | -24.9% | 2,928 | -23.7% | 0.07% | -33.3% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $172,000 | -21.1% | 2,837 | -25.8% | 0.06% | -30.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $170,000 | -17.9% | 1,998 | -25.4% | 0.06% | -27.3% |
| USB | Sell | US BANCORP DEL COM NEWstock | $169,000 | -21.8% | 2,969 | -24.1% | 0.06% | -30.4% |
| ROLL | New | RBC BEARINGS INC COMstock | $167,000 | – | 838 | +100.0% | 0.06% | – |
| HON | Sell | HONEYWELL INTL INC COMstock | $166,000 | -22.4% | 757 | -23.2% | 0.06% | -30.8% |
| EQR | Sell | EQUITY RESIDENTIAL SH BEN INTreit | $166,000 | -21.0% | 2,154 | -26.4% | 0.06% | -29.2% |
| CSGP | Buy | COSTAR GROUP INC COMstock | $162,000 | +18.2% | 1,951 | +1068.3% | 0.06% | +5.2% |
| IONS | Buy | IONIS PHARMACEUTICALS INC COMstock | $161,000 | +57.8% | 4,030 | +77.8% | 0.06% | +41.9% |
| SBUX | Sell | STARBUCKS CORP COMstock | $158,000 | -22.2% | 1,410 | -23.9% | 0.06% | -30.2% |
| BIO | New | BIO RAD LABS INC CL Astock | $159,000 | – | 247 | +100.0% | 0.06% | – |
| DLTR | Sell | DOLLAR TREE INC COMstock | $157,000 | -42.5% | 1,575 | -33.9% | 0.06% | -49.1% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $157,000 | +1862.5% | 2,273 | +1748.0% | 0.06% | +1866.7% |
| EEM | iShares MSCI Emerging Markets ETFetf | $153,000 | +3.4% | 2,781 | 0.0% | 0.06% | -7.9% | |
| BLL | Sell | BALL CORP COMstock | $149,000 | -16.8% | 1,842 | -12.7% | 0.06% | -26.3% |
| GSK | New | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $147,000 | – | 3,702 | +100.0% | 0.06% | – |
| INTU | Sell | INTUIT COMstock | $143,000 | +3.6% | 292 | -19.1% | 0.05% | -8.5% |
| LIVN | New | LIVANOVA PLC SHSstock | $139,000 | – | 1,655 | +100.0% | 0.05% | – |
| EIX | Sell | EDISON INTL COMstock | $140,000 | -25.1% | 2,419 | -24.3% | 0.05% | -33.8% |
| ZTS | Sell | ZOETIS INC CL Astock | $141,000 | +0.7% | 755 | -15.0% | 0.05% | -11.7% |
| ICLR | Buy | ICON PLC SHSstock | $137,000 | +5.4% | 663 | +0.3% | 0.05% | -5.5% |
| CAG | Sell | CONAGRA BRANDS INC COMstock | $137,000 | -28.3% | 3,755 | -26.0% | 0.05% | -35.8% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $134,000 | -32.7% | 1,936 | -24.0% | 0.05% | -40.0% |
| ABBV | Buy | ABBVIE INC COMstock | $134,000 | +262.2% | 1,189 | +250.7% | 0.05% | +218.8% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $131,000 | +13000.0% | 632 | +7800.0% | 0.05% | – |
| BNFT | New | BENEFITFOCUS INC COMstock | $132,000 | – | 9,390 | +100.0% | 0.05% | – |
| NOW | Sell | SERVICENOW INC COMstock | $130,000 | -25.7% | 236 | -32.4% | 0.05% | -33.8% |
| CWK | New | CUSHMAN WAKEFIELD PLC SHSstock | $126,000 | – | 7,211 | +100.0% | 0.05% | – |
| ARNC | New | ARCONIC CORPORATION COMstock | $128,000 | – | 3,597 | +100.0% | 0.05% | – |
| VTRS | Sell | VIATRIS INC COMstock | $122,000 | -22.3% | 8,557 | -23.7% | 0.05% | -31.3% |
| EL | Sell | LAUDER ESTEE COS INC CL Astock | $117,000 | -19.3% | 369 | -26.1% | 0.04% | -29.0% |
| SQ | Sell | SQUARE INC CL Astock | $115,000 | -5.0% | 470 | -11.5% | 0.04% | -15.7% |
| DOCU | Sell | DOCUSIGN INC COMstock | $110,000 | -34.1% | 392 | -52.6% | 0.04% | -40.8% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $110,000 | +20.9% | 71 | +10.9% | 0.04% | +7.7% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $112,000 | +20.4% | 1,081 | -2.3% | 0.04% | +5.0% |
| IJR | iShares S&P Small Cap ETFetf | $110,000 | +3.8% | 975 | 0.0% | 0.04% | -6.7% | |
| IQV | Sell | IQVIA HLDGS INC COMstock | $109,000 | -18.7% | 451 | -34.9% | 0.04% | -28.1% |
| IJH | iShares S&P Mid Cap ETFetf | $107,000 | +2.9% | 400 | 0.0% | 0.04% | -9.1% | |
| TEL | Sell | TE CONNECTIVITY LTD REG SHSstock | $102,000 | -2.9% | 758 | -7.0% | 0.04% | -13.3% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $101,000 | -15.8% | 835 | -15.6% | 0.04% | -25.5% |
| CRM | Sell | SALESFORCE COM INC COMstock | $97,000 | +5.4% | 399 | -7.9% | 0.04% | -5.1% |
| MCO | Sell | MOODYS CORP COMstock | $97,000 | -32.6% | 269 | -44.3% | 0.04% | -39.3% |
| CTAS | Sell | CINTAS CORP COMstock | $96,000 | -5.0% | 250 | -15.3% | 0.04% | -16.3% |
| WDAY | Buy | WORKDAY INC CL Astock | $95,000 | -2.1% | 398 | +2.3% | 0.04% | -12.2% |
| ETSY | Buy | ETSY INC COMstock | $95,000 | +37.7% | 463 | +34.6% | 0.04% | +24.1% |
| ABNB | New | AIRBNB INC COM CL Astock | $92,000 | – | 602 | +100.0% | 0.04% | – |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COMstock | $92,000 | -8.0% | 613 | -5.1% | 0.04% | -18.6% |
| SNAP | Sell | SNAP INC CL Astock | $93,000 | +8.1% | 1,366 | -17.2% | 0.04% | -5.4% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $90,000 | +2150.0% | 294 | +2000.0% | 0.03% | +1600.0% |
| TEAM | Sell | ATLASSIAN CORP PLC CL Astock | $90,000 | -6.2% | 349 | -23.5% | 0.03% | -17.1% |
| WIX | Sell | WIX COM LTD SHSstock | $89,000 | -25.8% | 306 | -28.7% | 0.03% | -33.3% |
| HUBS | Sell | HUBSPOT INC COMstock | $87,000 | +14.5% | 149 | -10.8% | 0.03% | +3.1% |
| ADI | New | ANALOG DEVICES INC COMstock | $88,000 | – | 513 | +100.0% | 0.03% | – |
| TSLA | TESLA INC COMstock | $82,000 | +2.5% | 120 | 0.0% | 0.03% | -8.8% | |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC COMstock | $81,000 | -23.6% | 226 | -39.9% | 0.03% | -31.1% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $82,000 | -10.9% | 597 | -10.8% | 0.03% | -20.5% |
| DE | Sell | DEERE & CO COMstock | $79,000 | -74.4% | 224 | -72.8% | 0.03% | -77.1% |
| MTCH | Sell | MATCH GROUP INC NEW COMstock | $77,000 | +5.5% | 476 | -10.7% | 0.03% | -6.5% |
| TDG | Buy | TRANSDIGM GROUP INC COMstock | $78,000 | +122.9% | 120 | +100.0% | 0.03% | +93.3% |
| PANW | Sell | PALO ALTO NETWORKS INC COMstock | $78,000 | -6.0% | 209 | -19.3% | 0.03% | -17.1% |
| PODD | Sell | INSULET CORP COMstock | $76,000 | -39.7% | 277 | -42.4% | 0.03% | -46.3% |
| ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $78,000 | +9.9% | 273 | +2.2% | 0.03% | -3.3% |
| IWS | iShares Russell Mid Cap Value ETFetf | $73,000 | +4.3% | 638 | 0.0% | 0.03% | -6.7% | |
| ANTM | Sell | ANTHEM INC COMstock | $75,000 | +5.6% | 197 | -0.5% | 0.03% | -6.7% |
| AZO | AUTOZONE INC COMstock | $73,000 | +5.8% | 49 | 0.0% | 0.03% | -3.4% | |
| IDXX | Sell | IDEXX LABS INC COMstock | $71,000 | +16.4% | 112 | -10.4% | 0.03% | +3.8% |
| CCEP | Sell | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $71,000 | -2.7% | 1,199 | -14.5% | 0.03% | -12.9% |
| SPLK | Buy | SPLUNK INC COMstock | $72,000 | +26.3% | 496 | +17.8% | 0.03% | +12.5% |
| EXPE | Buy | EXPEDIA GROUP INC COM NEWstock | $72,000 | +89.5% | 442 | +102.8% | 0.03% | +68.8% |
| VRSK | Sell | VERISK ANALYTICS INC COMstock | $68,000 | -11.7% | 388 | -10.8% | 0.03% | -21.2% |
| APH | Sell | AMPHENOL CORP NEW CL Astock | $68,000 | -23.6% | 1,001 | -25.9% | 0.03% | -31.6% |
| PFE | Sell | PFIZER INC COMstock | $67,000 | +8.1% | 1,722 | -0.2% | 0.02% | -3.8% |
| RNG | Sell | RINGCENTRAL INC CL Astock | $67,000 | -13.0% | 229 | -10.9% | 0.02% | -24.2% |
| PTC | Sell | PTC INC COMstock | $67,000 | -11.8% | 476 | -13.5% | 0.02% | -21.9% |
| GH | Buy | GUARDANT HEALTH INC COMstock | $64,000 | -13.5% | 517 | +7.0% | 0.02% | -22.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHSstock | $61,000 | +56.4% | 331 | +39.1% | 0.02% | +35.3% |
| CTLT | Sell | CATALENT INC COMstock | $59,000 | -1.7% | 548 | -3.5% | 0.02% | -15.4% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $58,000 | -10.8% | 654 | -10.9% | 0.02% | -21.4% |
| BURL | Sell | BURLINGTON STORES INC COMstock | $59,000 | -3.3% | 183 | -10.7% | 0.02% | -15.4% |
| ETN | Sell | EATON CORP PLC SHSstock | $59,000 | +7.3% | 399 | -0.2% | 0.02% | -4.3% |
| C | Sell | CITIGROUP INC COM NEWstock | $55,000 | -3.5% | 781 | -0.3% | 0.02% | -12.5% |
| ANSS | Sell | ANSYS INC COMstock | $56,000 | -8.2% | 161 | -10.1% | 0.02% | -19.2% |
| BOTZ | Global X Robotics & Artificial Intelligence Thematic ETFetf | $55,000 | +5.8% | 1,560 | 0.0% | 0.02% | -4.5% | |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $53,000 | +307.7% | 345 | +283.3% | 0.02% | +233.3% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE INC COMstock | $53,000 | -75.5% | 207 | -76.9% | 0.02% | -78.3% |
| NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $53,000 | +12.8% | 586 | +6.9% | 0.02% | 0.0% |
| QCOM | Buy | QUALCOMM INC COMstock | $53,000 | +140.9% | 371 | +120.8% | 0.02% | +122.2% |
| PAYC | Buy | PAYCOM SOFTWARE INC COMstock | $53,000 | 0.0% | 145 | +0.7% | 0.02% | -13.0% |
| GS | GOLDMAN SACHS GROUP INC COMstock | $53,000 | +17.8% | 139 | 0.0% | 0.02% | +5.3% | |
| MLM | Sell | MARTIN MARIETTA MATLS INC COMstock | $50,000 | -5.7% | 142 | -10.1% | 0.02% | -17.4% |
| AZEK | Buy | AZEK CO INC CL Astock | $51,000 | +8.5% | 1,212 | +7.5% | 0.02% | -5.0% |
| NEE | NEXTERA ENERGY INC COMstock | $50,000 | -3.8% | 684 | 0.0% | 0.02% | -13.6% | |
| MPC | Sell | MARATHON PETE CORP COMstock | $50,000 | +13.6% | 826 | -0.4% | 0.02% | 0.0% |
| AMT | AMERICAN TOWER CORP NEW COMreit | $50,000 | +13.6% | 186 | 0.0% | 0.02% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $51,000 | +15.9% | 1,598 | -0.2% | 0.02% | 0.0% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $47,000 | -9.6% | 291 | -10.5% | 0.02% | -18.2% |
| OKTA | Sell | OKTA INC CL Astock | $47,000 | -2.1% | 193 | -10.6% | 0.02% | -10.0% |
| LYV | Sell | LIVE NATION ENTERTAINMENT INC COMstock | $47,000 | -7.8% | 542 | -10.7% | 0.02% | -18.2% |
| ULTA | Sell | ULTA BEAUTY INC COMstock | $47,000 | 0.0% | 136 | -10.5% | 0.02% | -10.0% |
| FOF | COHEN & STEERS CLOSED-END OPPO COMcef | $47,000 | +9.3% | 3,205 | 0.0% | 0.02% | 0.0% | |
| ACWI | iShares MSCI ACWI ETFetf | $47,000 | +6.8% | 467 | 0.0% | 0.02% | -5.3% | |
| MKSI | Sell | MKS INSTRS INC COMstock | $46,000 | -8.0% | 242 | -10.7% | 0.02% | -19.0% |
| CNC | Buy | CENTENE CORP DEL COMstock | $45,000 | +114.3% | 620 | +86.2% | 0.02% | +88.9% |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $45,000 | -87.8% | 69 | -88.9% | 0.02% | -89.2% |
| MSCI | Sell | MSCI INC COMstock | $45,000 | -33.8% | 85 | -47.9% | 0.02% | -41.4% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $46,000 | -43.9% | 82 | -49.4% | 0.02% | -51.4% |
| AME | Sell | AMETEK INC COMstock | $43,000 | -4.4% | 320 | -10.1% | 0.02% | -15.8% |
| AVTR | Buy | AVANTOR INC COMstock | $43,000 | +87.0% | 1,201 | +53.4% | 0.02% | +60.0% |
| UTZ | Buy | UTZ BRANDS INC COM CL Astock | $42,000 | +23.5% | 1,937 | +39.5% | 0.02% | +14.3% |
| MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $42,000 | -40.0% | 720 | -49.4% | 0.02% | -46.7% |
| YUM | Buy | YUM BRANDS INC COMstock | $43,000 | +22.9% | 375 | +16.1% | 0.02% | +6.7% |
| IWP | iShares Russell Mid Cap Growth ETFetf | $40,000 | +11.1% | 350 | 0.0% | 0.02% | 0.0% | |
| SGEN | Buy | SEAGEN INC COMstock | $40,000 | +25.0% | 254 | +10.4% | 0.02% | +7.1% |
| PGR | Sell | PROGRESSIVE CORP COMstock | $40,000 | -9.1% | 404 | -11.4% | 0.02% | -21.1% |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $39,000 | +2.6% | 206 | -0.5% | 0.02% | -6.2% |
| TECH | Sell | BIO-TECHNE CORP COMstock | $41,000 | -4.7% | 92 | -17.9% | 0.02% | -16.7% |
| ZS | New | ZSCALER INC COMstock | $40,000 | – | 183 | +100.0% | 0.02% | – |
| LKQ | Sell | LKQ CORP COMstock | $40,000 | +17.6% | 806 | -0.2% | 0.02% | +7.1% |
| ENTG | Sell | ENTEGRIS INC COMstock | $41,000 | -2.4% | 335 | -10.7% | 0.02% | -16.7% |
| URI | UNITED RENTALS INC COMstock | $41,000 | -4.7% | 130 | 0.0% | 0.02% | -16.7% | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC COMstock | $39,000 | -9.3% | 397 | -10.8% | 0.02% | -16.7% |
| PXD | Sell | PIONEER NAT RES CO COMstock | $36,000 | +2.9% | 221 | -0.5% | 0.01% | -6.7% |
| BILL | Buy | BILL COM HLDGS INC COMstock | $38,000 | +65.2% | 209 | +33.1% | 0.01% | +40.0% |
| TPR | Sell | TAPESTRY INC COMstock | $38,000 | +5.6% | 881 | -0.3% | 0.01% | -6.7% |
| WYNN | Sell | WYNN RESORTS LTD COMstock | $36,000 | -29.4% | 295 | -27.3% | 0.01% | -36.4% |
| PPG | Buy | PPG INDS INC COMstock | $36,000 | +157.1% | 211 | +131.9% | 0.01% | +133.3% |
| MAPS | New | WM TECHNOLOGY INC COMstock | $36,000 | – | 2,000 | +100.0% | 0.01% | – |
| D | Sell | DOMINION ENERGY INC COMstock | $36,000 | -2.7% | 484 | -0.2% | 0.01% | -12.5% |
| NXPI | Sell | NXP SEMICONDUCTORS N V COMstock | $35,000 | -25.5% | 169 | -26.8% | 0.01% | -35.0% |
| SONY | Buy | SONY GROUP CORPORATION SPONSORED ADRadr | $34,000 | +183.3% | 353 | +209.6% | 0.01% | +160.0% |
| MKTX | Sell | MARKETAXESS HLDGS INC COMstock | $34,000 | -76.6% | 74 | -74.5% | 0.01% | -79.0% |
| FISV | Sell | FISERV INC COMstock | $35,000 | -31.4% | 326 | -23.5% | 0.01% | -40.9% |
| MHK | Sell | MOHAWK INDS INC COMstock | $34,000 | 0.0% | 176 | -0.6% | 0.01% | -7.1% |
| BA | Sell | BOEING CO COMstock | $33,000 | -25.0% | 136 | -21.8% | 0.01% | -36.8% |
| DT | Sell | DYNATRACE INC COM NEWstock | $31,000 | +10.7% | 524 | -10.7% | 0.01% | 0.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $32,000 | +18.5% | 387 | -0.3% | 0.01% | +9.1% |
| ITT | Sell | ITT INC COMstock | $33,000 | -8.3% | 358 | -10.7% | 0.01% | -20.0% |
| CMI | Buy | CUMMINS INC COMstock | $33,000 | +37.5% | 136 | +47.8% | 0.01% | +20.0% |
| HD | HOME DEPOT INC COMstock | $31,000 | +6.9% | 96 | 0.0% | 0.01% | 0.0% | |
| ON | Buy | ON SEMICONDUCTOR CORP COMstock | $31,000 | +121.4% | 809 | +133.1% | 0.01% | +100.0% |
| ALLE | Buy | ALLEGION PLC ORD SHSstock | $31,000 | +210.0% | 225 | +174.4% | 0.01% | +200.0% |
| QRVO | Buy | QORVO INC COMstock | $32,000 | +23.1% | 163 | +14.8% | 0.01% | +9.1% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $28,000 | +3.7% | 216 | -8.5% | 0.01% | 0.0% |
| ABC | Sell | AMERISOURCEBERGEN CORP COMstock | $28,000 | -20.0% | 243 | -19.0% | 0.01% | -26.7% |
| RH | New | RH COMstock | $29,000 | – | 43 | +100.0% | 0.01% | – |
| WM | WASTE MGMT INC DEL COMstock | $28,000 | +7.7% | 202 | 0.0% | 0.01% | 0.0% | |
| TRU | New | TRANSUNION COMstock | $28,000 | – | 265 | +100.0% | 0.01% | – |
| CHGG | Sell | CHEGG INC COMstock | $29,000 | -14.7% | 351 | -10.7% | 0.01% | -21.4% |
| SIVB | Buy | SVB FINANCIAL GROUP COMstock | $30,000 | +36.4% | 54 | +20.0% | 0.01% | +22.2% |
| AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $29,000 | -17.1% | 306 | -31.1% | 0.01% | -26.7% |
| CNQ | Sell | CANADIAN NAT RES LTD COMstock | $29,000 | +16.0% | 803 | -0.4% | 0.01% | 0.0% |
| MCK | Sell | MCKESSON CORP COMstock | $28,000 | -26.3% | 149 | -24.4% | 0.01% | -31.2% |
| HWM | Sell | HOWMET AEROSPACE INC COMstock | $30,000 | +7.1% | 882 | -0.3% | 0.01% | -8.3% |
| CNP | Sell | CENTERPOINT ENERGY INC COMstock | $30,000 | +7.1% | 1,221 | -0.3% | 0.01% | -8.3% |
| ROL | ROLLINS INC COMstock | $29,000 | 0.0% | 852 | 0.0% | 0.01% | -8.3% | |
| ELS | Sell | EQUITY LIFESTYLE PPTYS INC COMreit | $27,000 | +3.8% | 363 | -10.8% | 0.01% | -9.1% |
| DOV | Sell | DOVER CORP COMstock | $26,000 | +8.3% | 174 | -0.6% | 0.01% | 0.0% |
| RE | Sell | EVEREST RE GROUP LTD COMstock | $26,000 | -7.1% | 102 | -11.3% | 0.01% | -16.7% |
| WAB | Buy | WABTEC COMstock | $26,000 | +766.7% | 314 | +881.2% | 0.01% | +900.0% |
| AVLR | Sell | AVALARA INC COMstock | $26,000 | +8.3% | 159 | -10.7% | 0.01% | 0.0% |
| CREE | Sell | CREE INC COMstock | $26,000 | -53.6% | 266 | -48.7% | 0.01% | -58.3% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC COMstock | $24,000 | +4.3% | 328 | -0.3% | 0.01% | -10.0% |
| PM | PHILIP MORRIS INTL INC COMstock | $24,000 | +9.1% | 243 | 0.0% | 0.01% | 0.0% | |
| TXG | Sell | 10X GENOMICS INC CL A COMstock | $25,000 | -3.8% | 129 | -11.0% | 0.01% | -18.2% |
| CRH | Buy | CRH PLC ADRadr | $23,000 | +27.8% | 451 | +16.2% | 0.01% | +12.5% |
| HOG | Sell | HARLEY DAVIDSON INC COMstock | $23,000 | +4.5% | 505 | -7.8% | 0.01% | 0.0% |
| AGIO | Sell | AGIOS PHARMACEUTICALS INC COMstock | $23,000 | -4.2% | 418 | -10.7% | 0.01% | -10.0% |
| FITB | Sell | FIFTH THIRD BANCORP COMstock | $24,000 | 0.0% | 626 | -0.3% | 0.01% | -10.0% |
| LVS | Buy | LAS VEGAS SANDS CORP COMstock | $24,000 | +9.1% | 458 | +24.8% | 0.01% | 0.0% |
| BMBL | Sell | BUMBLE INC COM CL Astock | $25,000 | -62.7% | 437 | -59.5% | 0.01% | -67.9% |
| GMAB | Sell | GENMAB A/S SPONSORED ADSadr | $24,000 | +9.1% | 585 | -10.7% | 0.01% | 0.0% |
| KLAC | Sell | KLA CORP COM NEWstock | $21,000 | -71.2% | 66 | -70.1% | 0.01% | -74.2% |
| AFL | Sell | AFLAC INC COMstock | $21,000 | -16.0% | 397 | -19.5% | 0.01% | -27.3% |
| LEN | Sell | LENNAR CORP CL Astock | $20,000 | -28.6% | 203 | -26.2% | 0.01% | -33.3% |
| PATH | New | UIPATH INC CL Astock | $20,000 | – | 288 | +100.0% | 0.01% | – |
| PINS | Sell | PINTEREST INC CL Astock | $21,000 | -83.6% | 265 | -84.7% | 0.01% | -85.2% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A SHSstock | $20,000 | -9.1% | 71 | -12.3% | 0.01% | -11.1% |
| TGT | TARGET CORP COMstock | $21,000 | +23.5% | 86 | 0.0% | 0.01% | +14.3% | |
| SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetf | $20,000 | 0.0% | 367 | +0.5% | 0.01% | -11.1% |
| USFD | Buy | US FOODS HLDG CORP COMstock | $20,000 | +100.0% | 534 | +107.0% | 0.01% | +100.0% |
| WMT | WALMART INC COMstock | $20,000 | +5.3% | 143 | 0.0% | 0.01% | 0.0% | |
| DNMR | Buy | DANIMER SCIENTIFIC INC COM CL Astock | $22,000 | +22.2% | 876 | +85.6% | 0.01% | 0.0% |
| LNG | Sell | CHENIERE ENERGY INC COM NEWstock | $21,000 | +5.0% | 247 | -10.8% | 0.01% | -11.1% |
| AMGN | Sell | AMGEN INC COMstock | $20,000 | -42.9% | 80 | -43.3% | 0.01% | -46.7% |
| BP | Sell | BP PLC SPONSORED ADRadr | $21,000 | +10.5% | 782 | -0.3% | 0.01% | 0.0% |
| ABT | ABBOTT LABS COMstock | $20,000 | -4.8% | 175 | 0.0% | 0.01% | -11.1% | |
| NLOK | Buy | NORTONLIFELOCK INC COMstock | $20,000 | +1900.0% | 732 | +1043.8% | 0.01% | – |
| NEM | Buy | NEWMONT CORP COMstock | $21,000 | +23.5% | 338 | +20.7% | 0.01% | +14.3% |
| NTAP | Sell | NETAPP INC COMstock | $19,000 | +11.8% | 227 | -0.4% | 0.01% | 0.0% |
| FTV | New | FORTIVE CORP COMstock | $19,000 | – | 276 | +100.0% | 0.01% | – |
| SAIA | Sell | SAIA INC COMstock | $18,000 | -18.2% | 86 | -10.4% | 0.01% | -22.2% |
| MMM | 3M CO COMstock | $19,000 | +5.6% | 96 | 0.0% | 0.01% | -12.5% | |
| WING | Sell | WINGSTOP INC COMstock | $19,000 | +11.8% | 122 | -10.9% | 0.01% | 0.0% |
| OC | Sell | OWENS CORNING NEW COMstock | $19,000 | -13.6% | 191 | -20.4% | 0.01% | -22.2% |
| CERT | Sell | CERTARA INC COMstock | $18,000 | -10.0% | 648 | -10.7% | 0.01% | -22.2% |
| KSS | Sell | KOHLS CORP COMstock | $18,000 | -5.3% | 325 | -0.3% | 0.01% | -12.5% |
| IEMG | Buy | iShares Core MSCI Emerging Markets ETFetf | $18,000 | +12.5% | 271 | +11.5% | 0.01% | 0.0% |
| PII | New | POLARIS INC COMstock | $15,000 | – | 106 | +100.0% | 0.01% | – |
| ADPT | New | ADAPTIVE BIOTECHNOLOGIES CORP COMstock | $17,000 | – | 427 | +100.0% | 0.01% | – |
| MO | ALTRIA GROUP INC COMstock | $15,000 | -6.2% | 308 | 0.0% | 0.01% | -14.3% | |
| BLK | Sell | BLACKROCK INC COMstock | $17,000 | -51.4% | 19 | -58.7% | 0.01% | -60.0% |
| CHH | Sell | CHOICE HOTELS INTL INC COMstock | $17,000 | -15.0% | 145 | -20.8% | 0.01% | -33.3% |
| CMA | COMERICA INC COMstock | $16,000 | 0.0% | 223 | 0.0% | 0.01% | -14.3% | |
| EOG | Sell | EOG RES INC COMstock | $15,000 | +15.4% | 174 | -0.6% | 0.01% | 0.0% |
| FMC | Sell | FMC CORP COM NEWstock | $17,000 | -5.6% | 161 | -0.6% | 0.01% | -25.0% |
| HFC | Sell | HOLLYFRONTIER CORP COMstock | $17,000 | -10.5% | 528 | -0.4% | 0.01% | -25.0% |
| KNSL | Sell | KINSALE CAP GROUP INC COMstock | $17,000 | -15.0% | 105 | -12.5% | 0.01% | -33.3% |
| MRO | MARATHON OIL CORP COMstock | $17,000 | +21.4% | 1,284 | 0.0% | 0.01% | 0.0% | |
| PRU | PRUDENTIAL FINL INC COMstock | $16,000 | +6.7% | 161 | 0.0% | 0.01% | 0.0% | |
| TW | Sell | TRADEWEB MKTS INC CL Astock | $17,000 | 0.0% | 204 | -10.9% | 0.01% | -14.3% |
| AXTA | New | AXALTA COATING SYS LTD COMstock | $17,000 | – | 549 | +100.0% | 0.01% | – |
| PDAC | New | Peridot Acquisition Corpstock | $15,000 | – | 1,200 | +100.0% | 0.01% | – |
| LEA | LEAR CORP COM NEWstock | $12,000 | -7.7% | 69 | 0.0% | 0.01% | -16.7% | |
| IPAR | Sell | INTER PARFUMS INC COMstock | $14,000 | -17.6% | 197 | -18.3% | 0.01% | -28.6% |
| VRT | Sell | VERTIV HOLDINGS CO COM CL Astock | $14,000 | +27.3% | 524 | -0.4% | 0.01% | 0.0% |
| PUBM | New | PUBMATIC INC COM CL Astock | $12,000 | – | 300 | +100.0% | 0.01% | – |
| LLY | LILLY ELI & CO COMstock | $13,000 | +30.0% | 56 | 0.0% | 0.01% | +25.0% | |
| SIGI | Sell | SELECTIVE INS GROUP INC COMstock | $12,000 | -14.3% | 153 | -19.9% | 0.01% | -16.7% |
| HLI | Sell | HOULIHAN LOKEY INC CL Astock | $14,000 | 0.0% | 170 | -21.3% | 0.01% | -16.7% |
| KGC | Sell | KINROSS GOLD CORP COMstock | $12,000 | -14.3% | 1,889 | -12.3% | 0.01% | -16.7% |
| ICUI | Sell | ICU MED INC COMstock | $14,000 | -22.2% | 69 | -20.7% | 0.01% | -37.5% |
| QLYS | Sell | QUALYS INC COMstock | $13,000 | -23.5% | 134 | -19.8% | 0.01% | -28.6% |
| DORM | Sell | DORMAN PRODS INC COMstock | $13,000 | -18.8% | 127 | -20.1% | 0.01% | -28.6% |
| BLKB | Sell | BLACKBAUD INC COMstock | $14,000 | -6.7% | 179 | -17.9% | 0.01% | -16.7% |
| ENV | Sell | ENVESTNET INC COMstock | $13,000 | 0.0% | 168 | -4.5% | 0.01% | -16.7% |
| IART | Sell | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $12,000 | -20.0% | 174 | -19.8% | 0.01% | -16.7% |
| APD | AIR PRODS & CHEMS INC COMstock | $11,000 | +10.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ACIW | Sell | ACI WORLDWIDE INC COMstock | $10,000 | -16.7% | 257 | -19.9% | 0.00% | -20.0% |
| UNF | Sell | UNIFIRST CORP MASS COMstock | $11,000 | -15.4% | 48 | -20.0% | 0.00% | -33.3% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $11,000 | -68.6% | 29 | -70.4% | 0.00% | -73.3% |
| VIAC | VIACOMCBS INC CL Bstock | $10,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| ALSN | Sell | ALLISON TRANSMISSION HLDGS INC COMstock | $10,000 | -9.1% | 258 | -0.4% | 0.00% | -20.0% |
| RELX | RELX PLC SPONSORED ADRadr | $11,000 | +10.0% | 398 | 0.0% | 0.00% | 0.0% | |
| MOGA | Sell | MOOG INC CL Astock | $11,000 | -15.4% | 125 | -19.9% | 0.00% | -33.3% |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $11,000 | 0.0% | 108 | 0.0% | 0.00% | -20.0% | |
| NSC | NORFOLK SOUTHN CORP COMstock | $10,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| WWW | Sell | WOLVERINE WORLD WIDE INC COMstock | $10,000 | -28.6% | 305 | -17.3% | 0.00% | -33.3% |
| KEX | Sell | KIRBY CORP COMstock | $10,000 | -16.7% | 160 | -18.8% | 0.00% | -20.0% |
| BMY | BRISTOL-MYERS SQUIBB CO COMstock | $10,000 | +11.1% | 144 | 0.0% | 0.00% | 0.0% | |
| BECN | Sell | BEACON ROOFING SUPPLY INC COMstock | $11,000 | -15.4% | 207 | -19.8% | 0.00% | -33.3% |
| SNY | Buy | SANOFI SPONSORED ADRadr | $11,000 | +22.2% | 205 | +8.5% | 0.00% | 0.0% |
| GM | GENERAL MTRS CO COMstock | $11,000 | 0.0% | 190 | 0.0% | 0.00% | -20.0% | |
| JJSF | Sell | J & J SNACK FOODS CORP COMstock | $11,000 | -8.3% | 63 | -20.3% | 0.00% | -20.0% |
| SYF | SYNCHRONY FINANCIAL COMstock | $10,000 | +25.0% | 196 | 0.0% | 0.00% | +33.3% | |
| FWRD | Sell | FORWARD AIR CORP COMstock | $11,000 | -15.4% | 123 | -18.5% | 0.00% | -33.3% |
| ABB | ABB LTD SPONSORED ADRadr | $10,000 | +11.1% | 285 | 0.0% | 0.00% | 0.0% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $10,000 | -75.0% | 20 | -77.3% | 0.00% | -76.5% |
| CBZ | Sell | CBIZ INC COMstock | $8,000 | -20.0% | 245 | -20.5% | 0.00% | -25.0% |
| POWI | Sell | POWER INTEGRATIONS INC COMstock | $8,000 | -20.0% | 99 | -19.5% | 0.00% | -25.0% |
| F | FORD MTR CO DEL COMstock | $8,000 | +14.3% | 566 | 0.0% | 0.00% | 0.0% | |
| YETI | Sell | YETI HLDGS INC COMstock | $7,000 | 0.0% | 73 | -19.8% | 0.00% | 0.0% |
| AI | Sell | C3 AI INC CL Astock | $9,000 | -18.2% | 150 | -10.7% | 0.00% | -40.0% |
| SSB | Sell | SOUTH ST CORP COMstock | $9,000 | -18.2% | 114 | -19.7% | 0.00% | -40.0% |
| KHC | KRAFT HEINZ CO COMstock | $9,000 | +12.5% | 210 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $7,000 | 0.0% | 403 | 0.0% | 0.00% | 0.0% | |
| COLM | Sell | COLUMBIA SPORTSWEAR CO COMstock | $9,000 | -25.0% | 92 | -20.0% | 0.00% | -40.0% |
| WMB | WILLIAMS COS INC COMstock | $7,000 | +16.7% | 252 | 0.0% | 0.00% | 0.0% | |
| New | GENERAL ELECTRIC CO COMstock | $7,000 | – | 508 | +100.0% | 0.00% | – | |
| EXC | EXELON CORP COMstock | $7,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| HURN | Sell | HURON CONSULTING GROUP INC COMstock | $7,000 | -22.2% | 147 | -21.8% | 0.00% | -25.0% |
| ALG | Sell | ALAMO GROUP INC COMstock | $8,000 | -20.0% | 52 | -17.5% | 0.00% | -25.0% |
| FTDR | Sell | FRONTDOOR INC COMstock | $9,000 | -25.0% | 181 | -19.6% | 0.00% | -40.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $9,000 | -70.0% | 97 | -69.7% | 0.00% | -76.9% |
| UMPQ | Sell | UMPQUA HLDGS CORP COMstock | $7,000 | -12.5% | 378 | -16.9% | 0.00% | 0.0% |
| XRAY | DENTSPLY SIRONA INC COMstock | $7,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| RLI | Sell | RLI CORP COMstock | $8,000 | -94.0% | 80 | -93.3% | 0.00% | -94.7% |
| PRFT | New | PERFICIENT INC COMstock | $7,000 | – | 85 | +100.0% | 0.00% | – |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $8,000 | -95.9% | 122 | -96.3% | 0.00% | -96.4% |
| NUE | NUCOR CORP COMstock | $9,000 | +28.6% | 90 | 0.0% | 0.00% | 0.0% | |
| NATI | Sell | NATIONAL INSTRS CORP COMstock | $8,000 | -20.0% | 189 | -19.9% | 0.00% | -25.0% |
| DLR | DIGITAL RLTY TR INC COMreit | $7,000 | +16.7% | 44 | 0.0% | 0.00% | 0.0% | |
| CENT | Sell | CENTRAL GARDEN & PET CO COMstock | $7,000 | -30.0% | 132 | -20.0% | 0.00% | -25.0% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $7,000 | -76.7% | 72 | -81.2% | 0.00% | -76.9% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC COMstock | $8,000 | -20.0% | 95 | -16.7% | 0.00% | -25.0% |
| RAVN | Sell | RAVEN INDS INC COMstock | $9,000 | +28.6% | 150 | -18.0% | 0.00% | 0.0% |
| PLUS | Sell | EPLUS INC COMstock | $7,000 | -22.2% | 76 | -20.0% | 0.00% | -25.0% |
| EXPO | Sell | EXPONENT INC COMstock | $8,000 | -27.3% | 92 | -20.0% | 0.00% | -40.0% |
| SLGN | Sell | SILGAN HOLDINGS INC COMstock | $8,000 | -20.0% | 184 | -20.0% | 0.00% | -25.0% |
| FANG | DIAMONDBACK ENERGY INC COMstock | $8,000 | +33.3% | 87 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW COMstock | $7,000 | +16.7% | 281 | 0.0% | 0.00% | 0.0% | |
| MLAB | Sell | MESA LABS INC COMstock | $8,000 | -11.1% | 28 | -22.2% | 0.00% | -25.0% |
| MNRO | Sell | MONRO INC COMstock | $7,000 | -22.2% | 108 | -20.0% | 0.00% | -25.0% |
| AAON | Sell | AAON INC COM PAR $0.004stock | $5,000 | -28.6% | 76 | -20.0% | 0.00% | -33.3% |
| TROW | PRICE T ROWE GROUP INC COMstock | $6,000 | +20.0% | 29 | 0.0% | 0.00% | 0.0% | |
| KAR | Buy | KAR AUCTION SVCS INC COMstock | $6,000 | +50.0% | 323 | +21.9% | 0.00% | 0.0% |
| EQNR | EQUINOR ASA SPONSORED ADRadr | $4,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO COMstock | $6,000 | 0.0% | 102 | 0.0% | 0.00% | -33.3% | |
| PUK | PRUDENTIAL PLC ADRadr | $5,000 | -16.7% | 142 | 0.0% | 0.00% | -33.3% | |
| GIS | GENERAL MLS INC COMstock | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| SFM | New | SPROUTS FMRS MKT INC COMstock | $4,000 | – | 153 | +100.0% | 0.00% | – |
| FUL | New | FULLER H B CO COMstock | $5,000 | – | 84 | +100.0% | 0.00% | – |
| STT | STATE STR CORP COMstock | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| SCL | Sell | STEPAN CO COMstock | $6,000 | -25.0% | 48 | -21.3% | 0.00% | -33.3% |
| PNC | PNC FINL SVCS GROUP INC COMstock | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| UHT | Sell | UNIVERSAL HEALTH RLTY INCOME T SH BEN INTreit | $5,000 | -28.6% | 81 | -23.6% | 0.00% | -33.3% |
| Sell | US ECOLOGY INC COMstock | $4,000 | -33.3% | 113 | -22.6% | 0.00% | -33.3% | |
| DHR | Sell | DANAHER CORPORATION COMstock | $5,000 | -96.4% | 18 | -97.0% | 0.00% | -96.6% |
| VFC | V F CORP COMstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO COMstock | $4,000 | +33.3% | 110 | 0.0% | 0.00% | +100.0% | |
| VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC COMstock | $5,000 | -16.7% | 82 | 0.0% | 0.00% | -33.3% | |
| PKG | PACKAGING CORP AMER COMstock | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| SMFG | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADRadr | $5,000 | -16.7% | 769 | 0.0% | 0.00% | -33.3% | |
| LANC | Sell | LANCASTER COLONY CORP COMstock | $5,000 | -16.7% | 26 | -21.2% | 0.00% | -33.3% |
| PDCO | Sell | PATTERSON COS INC COMstock | $5,000 | -96.4% | 155 | -96.5% | 0.00% | -96.7% |
| EBS | Sell | EMERGENT BIOSOLUTIONS INC COMstock | $6,000 | -45.5% | 95 | -21.5% | 0.00% | -60.0% |
| CVLT | New | COMMVAULT SYS INC COMstock | $6,000 | – | 73 | +100.0% | 0.00% | – |
| MGRC | Sell | MCGRATH RENTCORP COMstock | $6,000 | -25.0% | 76 | -20.0% | 0.00% | -33.3% |
| PVH | PVH CORPORATION COMstock | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION COMstock | $6,000 | +20.0% | 290 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. COMreit | $6,000 | 0.0% | 53 | 0.0% | 0.00% | -33.3% | |
| UL | UNILEVER PLC SPON ADR NEWadr | $6,000 | 0.0% | 108 | 0.0% | 0.00% | -33.3% | |
| CASS | Sell | CASS INFORMATION SYS INC COMstock | $4,000 | -20.0% | 89 | -24.6% | 0.00% | 0.0% |
| WABC | Sell | WESTAMERICA BANCORPORATION COMstock | $5,000 | -28.6% | 88 | -23.5% | 0.00% | -33.3% |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $6,000 | 0.0% | 53 | 0.0% | 0.00% | -33.3% | |
| FRC | FIRST REP BK SAN FRANCISCO CAL COMstock | $4,000 | +33.3% | 20 | 0.0% | 0.00% | +100.0% | |
| SPGI | S&P GLOBAL INC COMstock | $4,000 | +33.3% | 9 | 0.0% | 0.00% | +100.0% | |
| QAI | Sell | IQ Hedge Multi-Strategy Tracker ETFetf | $5,000 | -80.0% | 160 | -79.4% | 0.00% | -81.8% |
| ZG | Sell | ZILLOW GROUP INC CL Astock | $5,000 | -99.5% | 40 | -99.5% | 0.00% | -99.6% |
| TTGT | Buy | TECHTARGET INC COMstock | $6,000 | +20.0% | 79 | +12.9% | 0.00% | 0.0% |
| ILMN | ILLUMINA INC COMstock | $4,000 | +33.3% | 8 | 0.0% | 0.00% | +100.0% | |
| ITW | ILLINOIS TOOL WKS INC COMstock | $6,000 | 0.0% | 25 | 0.0% | 0.00% | -33.3% | |
| BHP | BHP GROUP LTD SPONSORED ADSadr | $6,000 | 0.0% | 83 | 0.0% | 0.00% | -33.3% | |
| DRQ | Sell | DRIL-QUIP INC COMstock | $5,000 | -16.7% | 145 | -22.0% | 0.00% | -33.3% |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $5,000 | +25.0% | 69 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANY CL Astock | $5,000 | 0.0% | 217 | 0.0% | 0.00% | 0.0% | |
| CPRI | CAPRI HOLDINGS LIMITED SHSstock | $6,000 | 0.0% | 112 | 0.0% | 0.00% | -33.3% | |
| SBH | Sell | SALLY BEAUTY HLDGS INC COMstock | $6,000 | -14.3% | 273 | -19.9% | 0.00% | -33.3% |
| EXPD | Sell | EXPEDITORS INTL WASH INC COMstock | $4,000 | -97.9% | 30 | -98.3% | 0.00% | -97.6% |
| BCS | New | BARCLAYS PLC ADRadr | $6,000 | – | 619 | +100.0% | 0.00% | – |
| BK | BANK NEW YORK MELLON CORP COMstock | $6,000 | 0.0% | 122 | 0.0% | 0.00% | -33.3% | |
| SAN | BANCO SANTANDER S.A. ADRadr | $6,000 | +20.0% | 1,489 | 0.0% | 0.00% | 0.0% | |
| BCPC | Sell | BALCHEM CORP COMstock | $6,000 | -14.3% | 43 | -20.4% | 0.00% | -33.3% |
| FERG | Sell | FERGUSON PLC NEW SHSstock | $6,000 | -53.8% | 43 | -61.6% | 0.00% | -66.7% |
| HUM | HUMANA INC COMstock | $6,000 | +20.0% | 13 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $5,000 | +25.0% | 5 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC COMstock | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA COMstock | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| NRC | Buy | NATIONAL RESH CORP COM NEWstock | $4,000 | +33.3% | 89 | +23.6% | 0.00% | +100.0% |
| HLNE | Sell | HAMILTON LANE INC CL Astock | $6,000 | -25.0% | 70 | -19.5% | 0.00% | -33.3% |
| CME | CME GROUP INC COMstock | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP COMstock | $3,000 | +50.0% | 23 | 0.0% | 0.00% | 0.0% | |
| NOV | New | NOV INC COMstock | $2,000 | – | 157 | +100.0% | 0.00% | – |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC COMstock | $3,000 | -72.7% | 26 | -78.7% | 0.00% | -80.0% |
| MAS | MASCO CORP COMstock | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP COMstock | $2,000 | -33.3% | 17 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| PCAR | PACCAR INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| PAYX | PAYCHEX INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| KR | Sell | KROGER CO COMstock | $2,000 | -86.7% | 57 | -86.7% | 0.00% | -83.3% |
| KMI | KINDER MORGAN INC DEL COMstock | $2,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP COMstock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 COMstock | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| KSU | KANSAS CITY SOUTHERN COM NEWstock | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| ACWX | New | iShares MSCI ACWI Ex USA ETFetf | $3,000 | – | 60 | +100.0% | 0.00% | – |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC COMstock | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| DGX | Sell | QUEST DIAGNOSTICS INC COMstock | $2,000 | -98.0% | 14 | -98.2% | 0.00% | -97.7% |
| IP | INTERNATIONAL PAPER CO COMstock | $3,000 | +50.0% | 43 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC COMstock | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS COMstock | $2,000 | +100.0% | 11 | 0.0% | 0.00% | – | |
| O | REALTY INCOME CORP COMreit | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS COMstock | $2,000 | +100.0% | 3 | 0.0% | 0.00% | – | |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC COMstock | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| SLG | SL GREEN RLTY CORP COMreit | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| IEX | IDEX CORP COMstock | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| HOLX | Sell | HOLOGIC INC COMstock | $2,000 | -96.8% | 30 | -96.5% | 0.00% | -96.3% |
| XLF | Sell | Financial Select Sector SPDR ETFetf | $3,000 | -99.2% | 82 | -99.3% | 0.00% | -99.4% |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $2,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC COMreit | $3,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $2,000 | 0.0% | 9 | +200.0% | 0.00% | 0.0% |
| HPQ | HP INC COMstock | $2,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC COMstock | $3,000 | +50.0% | 13 | 0.0% | 0.00% | 0.0% | |
| LOPE | GRAND CANYON ED INC COMstock | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| AOS | SMITH A O CORP COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO COMstock | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION COMstock | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO COMstock | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| TXN | Sell | TEXAS INSTRS INC COMstock | $3,000 | -96.7% | 14 | -97.1% | 0.00% | -97.4% |
| EQIX | EQUINIX INC COMreit | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW COMstock | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| TSN | TYSON FOODS INC CL Astock | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC COMstock | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| DPZ | DOMINOS PIZZA INC COMstock | $3,000 | +50.0% | 6 | 0.0% | 0.00% | 0.0% | |
| DVA | DAVITA INC COMstock | $3,000 | +50.0% | 22 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC COMstock | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $3,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| COO | COOPER COS INC COM NEWstock | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| VNO | VORNADO RLTY TR SH BEN INTreit | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CVX | CHEVRON CORP NEW COMstock | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC COMstock | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| WAT | WATERS CORP COMstock | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| CERN | CERNER CORP COMstock | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC COMreit | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP PAIRED CTFstock | $3,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO COMstock | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP COMstock | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| COG | CABOT OIL & GAS CORP COMstock | $2,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| CBRE | Sell | CBRE GROUP INC CL Astock | $3,000 | -76.9% | 31 | -81.2% | 0.00% | -83.3% |
| XYL | Sell | XYLEM INC COMstock | $2,000 | -83.3% | 19 | -82.7% | 0.00% | -80.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP COMstock | $2,000 | -95.8% | 45 | -96.4% | 0.00% | -95.0% |
| BKNG | BOOKING HOLDINGS INC COMstock | $2,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLC ORDstock | $2,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| BBY | Sell | BEST BUY INC COMstock | $3,000 | -95.6% | 29 | -95.1% | 0.00% | -96.6% |
| CLVT | CLARIVATE PLC ORD SHSstock | $3,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| INFO | IHS MARKIT LTD SHSstock | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| IVZ | INVESCO LTD SHSstock | $3,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| AVY | AVERY DENNISON CORP COMstock | $3,000 | +50.0% | 12 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC COMreit | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PNR | PENTAIR PLC SHSstock | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| FTI | TECHNIPFMC PLC COMstock | $2,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $2,000 | -99.2% | 7 | -99.3% | 0.00% | -99.0% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC COMstock | $3,000 | -98.4% | 14 | -98.9% | 0.00% | -98.8% |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC COMstock | $2,000 | -90.0% | 19 | -90.3% | 0.00% | -88.9% |
| NEOG | Buy | NEOGEN CORP COMstock | $2,000 | 0.0% | 40 | +100.0% | 0.00% | 0.0% |
| ATO | ATMOS ENERGY CORP COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| TGP | Buy | TEEKAY LNG PARTNERS L P PRTNRSP UNITSstock | $1,000 | 0.0% | 62 | +1.6% | 0.00% | – |
| PRGO | Sell | PERRIGO CO PLC SHSstock | $1,000 | -99.4% | 30 | -99.2% | 0.00% | -100.0% |
| ED | CONSOLIDATED EDISON INC COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| CHE | CHEMED CORP NEW COMstock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| BDX | BECTON DICKINSON & CO COMstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| NI | NISOURCE INC COMstock | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| K | KELLOGG CO COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| VAW | VANGUARD MATERIALS INDEX FUNDetf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| DUK | DUKE ENERGY CORP NEW COM NEWstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| OGN | New | ORGANON & CO COMMON STOCKstock | $1,000 | – | 33 | +100.0% | 0.00% | – |
| SFIX | Sell | STITCH FIX INC COM CL Astock | $1,000 | -90.9% | 23 | -89.7% | 0.00% | -100.0% |
| IR | INGERSOLL RAND INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| NOV | Exit | NOV INC COM | $0 | – | -157 | -100.0% | -0.00% | – |
| VAR | Exit | VARIAN MED SYS INC COM | $0 | – | -13 | -100.0% | -0.00% | – |
| TRMB | Exit | TRIMBLE INC COM | $0 | – | -69 | -100.0% | -0.00% | – |
| PB | Exit | PROSPERITY BANCSHARES INC COM | $0 | – | -79 | -100.0% | -0.00% | – |
| GE | Exit | GENERAL ELECTRIC CO COM | $0 | – | -508 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO COM | $0 | – | -167 | -100.0% | -0.00% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC COM | $0 | – | -163 | -100.0% | -0.01% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC COM | $0 | – | -775 | -100.0% | -0.01% | – |
| FSLR | Exit | FIRST SOLAR INC COM | $0 | – | -141 | -100.0% | -0.01% | – |
| WSM | Exit | WILLIAMS SONOMA INC COM | $0 | – | -67 | -100.0% | -0.01% | – |
| CLGX | Exit | CORELOGIC INC COM | $0 | – | -170 | -100.0% | -0.01% | – |
| GNRS | Exit | GREENROSE ACQUISITION CORP COM | $0 | – | -1,600 | -100.0% | -0.01% | – |
| TSCO | Exit | TRACTOR SUPPLY CO COM | $0 | – | -98 | -100.0% | -0.01% | – |
| STLD | Exit | STEEL DYNAMICS INC COM | $0 | – | -343 | -100.0% | -0.01% | – |
| ADSK | Exit | AUTODESK INC COM | $0 | – | -57 | -100.0% | -0.01% | – |
| NERD | Exit | ROUNDHILL BITKRAFT ESPORTS & DIGITAL ENTERTAINMENT ETF | $0 | – | -500 | -100.0% | -0.01% | – |
| ARKG | Exit | ARK GENOMIC REVOLUTION ETF | $0 | – | -200 | -100.0% | -0.01% | – |
| KWEB | Exit | KRANESHARES CSI CHINA INTERNET ETF | $0 | – | -240 | -100.0% | -0.01% | – |
| PWR | Exit | QUANTA SVCS INC COM | $0 | – | -199 | -100.0% | -0.01% | – |
| HEI | Exit | HEICO CORP NEW COM | $0 | – | -148 | -100.0% | -0.01% | – |
| AMWL | Exit | AMERICAN WELL CORP CL A | $0 | – | -1,251 | -100.0% | -0.01% | – |
| EXAS | Exit | EXACT SCIENCES CORP COM | $0 | – | -162 | -100.0% | -0.01% | – |
| NYT | Exit | NEW YORK TIMES CO CL A | $0 | – | -442 | -100.0% | -0.01% | – |
| LHCG | Exit | LHC GROUP INC COM | $0 | – | -119 | -100.0% | -0.01% | – |
| PLAN | Exit | ANAPLAN INC COM | $0 | – | -515 | -100.0% | -0.01% | – |
| OMCL | Exit | OMNICELL COM COM | $0 | – | -224 | -100.0% | -0.01% | – |
| CVNA | Exit | CARVANA CO CL A | $0 | – | -110 | -100.0% | -0.01% | – |
| BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORP CL A | $0 | – | -411 | -100.0% | -0.01% | – |
| DECK | Exit | DECKERS OUTDOOR CORP COM | $0 | – | -99 | -100.0% | -0.01% | – |
| SSPK | Exit | SILVER SPIKE ACQUISITION CORP CL A SHS | $0 | – | -2,000 | -100.0% | -0.02% | – |
| TTEK | Exit | TETRA TECH INC NEW COM | $0 | – | -270 | -100.0% | -0.02% | – |
| ZEN | Exit | ZENDESK INC COM | $0 | – | -308 | -100.0% | -0.02% | – |
| XLNX | Exit | XILINX INC COM | $0 | – | -313 | -100.0% | -0.02% | – |
| HASI | Exit | HANNON ARMSTRONG SUST INFR CAP COM | $0 | – | -744 | -100.0% | -0.02% | – |
| CHD | Exit | CHURCH & DWIGHT INC COM | $0 | – | -592 | -100.0% | -0.02% | – |
| TWLO | Exit | TWILIO INC CL A | $0 | – | -180 | -100.0% | -0.03% | – |
| SNOW | Exit | SNOWFLAKE INC CL A | $0 | – | -359 | -100.0% | -0.04% | – |
| THO | Exit | THOR INDS INC COM | $0 | – | -612 | -100.0% | -0.04% | – |
| QURE | Exit | UNIQURE NV SHS | $0 | – | -2,659 | -100.0% | -0.04% | – |
| SAVE | Exit | SPIRIT AIRLS INC COM | $0 | – | -2,485 | -100.0% | -0.04% | – |
| GBT | Exit | GLOBAL BLOOD THERAPEUTICS INC COM | $0 | – | -2,242 | -100.0% | -0.04% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC COM | $0 | – | -717 | -100.0% | -0.05% | – |
| RARE | Exit | ULTRAGENYX PHARMACEUTICAL INC COM | $0 | – | -1,062 | -100.0% | -0.05% | – |
| GOOS | Exit | CANADA GOOSE HLDGS INC SHS SUB VTG | $0 | – | -3,195 | -100.0% | -0.05% | – |
| ALGT | Exit | ALLEGIANT TRAVEL CO COM | $0 | – | -623 | -100.0% | -0.06% | – |
| LYFT | Exit | LYFT INC CL A COM | $0 | – | -2,449 | -100.0% | -0.07% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC COM | $0 | – | -2,081 | -100.0% | -0.07% | – |
| CNI | Exit | CANADIAN NATL RY CO COM | $0 | – | -1,536 | -100.0% | -0.08% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC SHS | $0 | – | -2,689 | -100.0% | -0.09% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL COM SER C FRMLA | $0 | – | -4,955 | -100.0% | -0.09% | – |
| POOL | Exit | POOL CORP COM | $0 | – | -654 | -100.0% | -0.10% | – |
| RDFN | Exit | REDFIN CORP COM | $0 | – | -3,484 | -100.0% | -0.10% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD SHS | $0 | – | -1,044 | -100.0% | -0.10% | – |
| VSPR | Exit | Vesper Healthcare Acquisition Corp | $0 | – | -32,049 | -100.0% | -0.15% | – |
| CDW | Exit | CDW CORP COM | $0 | – | -2,318 | -100.0% | -0.16% | – |
| IAU | Exit | iShares Gold Trust ETF | $0 | – | -734,655 | -100.0% | -5.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-17
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Goldman ActiveBeta US Large Cap ETF | 11 | Q3 2023 | 18.3% |
| iShares Core S&P 500 ETF | 11 | Q3 2023 | 9.7% |
| WisdomTree US Quality Div Gr ETF | 11 | Q3 2023 | 10.3% |
| Goldman ActiveBeta Int'l ETF | 11 | Q3 2023 | 8.4% |
| JP Morgan Ultra-Short Income ETF | 11 | Q3 2023 | 8.5% |
| Amplify BlackSwan ETF | 11 | Q3 2023 | 7.1% |
| MICROSOFT CORP COM | 11 | Q3 2023 | 0.8% |
| Invesco S&P 500 Pure Growth ETF | 11 | Q3 2023 | 2.0% |
| META PLATFORMS INC CL A | 11 | Q3 2023 | 0.8% |
| Invesco FTSE RAFI US 1000 ETF | 11 | Q3 2023 | 2.0% |
View KB FINANCIAL PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-21 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-18 |
| 13F-HR | 2021-11-16 |
| 13F-HR | 2021-08-17 |
View KB FINANCIAL PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.