$346 Million is the total value of Bank of New Hampshire's 30831 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 8.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc | $15,040,000 | -24.8% | 110,004 | -3.9% | 4.35% | -10.5% |
| MSFT | Sell | Microsoft Corp | $11,753,000 | -18.9% | 45,763 | -2.6% | 3.40% | -3.4% |
| VO | Sell | Vanguard Mid Cap ETFmid cap etf | $9,138,000 | -19.0% | 46,395 | -2.2% | 2.64% | -3.5% |
| GVI | Buy | iShares Intermediate Govt/Credit ETFintrm gov cr etf | $8,579,000 | -1.9% | 81,275 | +0.9% | 2.48% | +16.8% |
| GLD | Buy | SPDR Gold Trust | $8,259,000 | -6.5% | 49,026 | +0.3% | 2.39% | +11.4% |
| UPS | Sell | United Parcel Service Inccl b | $6,951,000 | -15.1% | 38,082 | -0.2% | 2.01% | +1.1% |
| VEU | Buy | Vanguard Ftse All World EX US ETFallwrld ex us | $6,877,000 | -13.0% | 137,642 | +0.3% | 1.99% | +3.6% |
| GOOGL | Sell | Alphabet Inc CL Acap stk cl a | $6,660,000 | -24.4% | 3,056 | -3.6% | 1.93% | -10.0% |
| VEA | Sell | Vanguard Ftse Developed Markets ETFvan ftse dev mkt | $6,352,000 | -16.3% | 155,692 | -1.4% | 1.84% | -0.3% |
| VWO | Buy | Vanguard Ftse Emerging Markets ETFftse emr mkt etf | $6,041,000 | -9.0% | 145,037 | +0.8% | 1.75% | +8.3% |
| SPY | Sell | SPDR S&P 500 ETF Trtr unit | $5,997,000 | -22.0% | 15,896 | -6.6% | 1.74% | -7.2% |
| VGT | Sell | Vanguard Info Tech ETFinf tech etf | $5,949,000 | -22.9% | 18,219 | -1.6% | 1.72% | -8.2% |
| JNJ | Sell | Johnson & Johnson | $5,666,000 | -2.6% | 31,922 | -2.8% | 1.64% | +15.9% |
| MDY | Sell | SPDR S&P Midcap 400 ETF Trutser1 s&pdcrp | $5,625,000 | -17.0% | 13,603 | -1.6% | 1.63% | -1.2% |
| UNH | Sell | UnitedHealth Group Inc | $5,537,000 | -6.7% | 10,781 | -7.3% | 1.60% | +11.1% |
| BRKB | Sell | Berkshire Hathaway Inc Delcl b new | $5,396,000 | -25.3% | 19,765 | -3.4% | 1.56% | -11.1% |
| IVV | Buy | iShares Core S&P 500 ETFcore s&p500 etf | $5,203,000 | -11.0% | 13,722 | +6.5% | 1.51% | +6.0% |
| AMZN | Buy | Amazon Com Inc | $4,690,000 | -37.2% | 44,156 | +1826.5% | 1.36% | -25.3% |
| ABBV | Sell | Abbvie Inc | $4,463,000 | -9.8% | 29,139 | -4.6% | 1.29% | +7.3% |
| JPM | Sell | JPMorgan Chase & Co | $4,122,000 | -23.8% | 36,601 | -7.8% | 1.19% | -9.3% |
| PEP | Sell | PepsiCo Inc | $4,095,000 | -3.0% | 24,568 | -2.6% | 1.18% | +15.5% |
| XOM | Sell | Exxon Mobil Corp | $3,696,000 | +1.5% | 43,163 | -2.1% | 1.07% | +20.8% |
| PG | Buy | Procter and Gamble Co | $3,372,000 | -5.5% | 23,454 | +0.4% | 0.98% | +12.6% |
| COST | Sell | Costco Whsl Corp New | $3,295,000 | -19.2% | 6,875 | -2.9% | 0.95% | -3.8% |
| VOO | Sell | Vanguard S&P 500 ETF | $3,217,000 | -20.2% | 9,275 | -4.4% | 0.93% | -4.9% |
| SYK | Buy | Stryker Corp | $3,142,000 | -25.4% | 15,797 | +0.2% | 0.91% | -11.2% |
| BAC | Sell | Bank Amer Corp | $3,107,000 | -25.0% | 99,815 | -0.6% | 0.90% | -10.6% |
| SUSA | Sell | iShares MSCI USA ESG Select ETFmsci usa esg slc | $3,014,000 | -25.8% | 37,358 | -11.0% | 0.87% | -11.7% |
| LOW | Sell | Lowes Cos Inc | $2,991,000 | -14.4% | 17,122 | -0.9% | 0.86% | +1.9% |
| TJX | Sell | TJX Cos Inc New | $2,967,000 | -11.9% | 53,123 | -4.4% | 0.86% | +5.0% |
| ADP | Sell | Automatic Data Processing Inc | $2,962,000 | -7.8% | 14,104 | -0.1% | 0.86% | +9.7% |
| CVX | Sell | Chevron Corp New | $2,941,000 | -14.6% | 20,312 | -4.0% | 0.85% | +1.7% |
| DHR | Sell | Danaher Corp Del | $2,914,000 | -15.5% | 11,493 | -2.3% | 0.84% | +0.5% |
| FLRN | Buy | SPDR Nuveen Bloomberg Inv Grade Floating Rate ETFbloomberg invt | $2,893,000 | +119.3% | 96,081 | +122.0% | 0.84% | +160.7% |
| CSCO | Sell | Cisco Sys Inc | $2,843,000 | -24.3% | 66,672 | -1.0% | 0.82% | -9.8% |
| VIOG | Sell | Vanguard S&P Small-Cap 600 Growth Index FD ETFsmlcp 600 grth | $2,811,000 | -29.5% | 15,541 | -15.9% | 0.81% | -16.2% |
| XLB | Sell | Materials Select Sector SPDRsbi materials | $2,761,000 | -18.1% | 37,508 | -1.9% | 0.80% | -2.4% |
| ORLY | Sell | O Reilly Automotive Inc New | $2,743,000 | -10.0% | 4,342 | -2.4% | 0.79% | +7.2% |
| ITW | Sell | Illinois Tool WKS Inc | $2,699,000 | -13.6% | 14,807 | -0.7% | 0.78% | +2.9% |
| LECO | Sell | Lincoln Elec Hldgs Inc | $2,613,000 | -11.7% | 21,183 | -1.3% | 0.76% | +5.1% |
| EFA | Sell | iShares MSCI EAFE ETFmsci eafe etf | $2,524,000 | -16.4% | 40,387 | -1.5% | 0.73% | -0.5% |
| MMM | Sell | 3M Co | $2,312,000 | -18.6% | 17,867 | -6.3% | 0.67% | -3.0% |
| VZ | Sell | Verizon Communications Inc | $2,235,000 | -1.5% | 44,037 | -1.1% | 0.65% | +17.4% |
| WM | Sell | Waste Mgmt Inc Del | $2,191,000 | -4.9% | 14,322 | -1.5% | 0.63% | +13.2% |
| ICE | Sell | Intercontinental Exchange Inc | $2,150,000 | -30.4% | 22,859 | -2.3% | 0.62% | -17.2% |
| FALN | Buy | iShares Fallen Angels USD Bond ETFfaln angls usd | $2,121,000 | -8.9% | 86,150 | +2.7% | 0.61% | +8.5% |
| IPAY | Buy | ETFMG Prime Mobile Payments ETFprime mobile pay | $2,114,000 | -2.6% | 54,037 | +29.8% | 0.61% | +16.1% |
| GOOG | Sell | Alphabet Inc CL Ccap stk cl c | $2,093,000 | -23.4% | 957 | -2.1% | 0.61% | -8.7% |
| HON | Sell | Honeywell Intl Inc | $2,058,000 | -12.6% | 11,842 | -2.2% | 0.60% | +4.0% |
| CL | Sell | Colgate Palmolive Co | $1,938,000 | +4.1% | 24,179 | -1.5% | 0.56% | +23.8% |
| IJH | Buy | iShares Core S&P Midcap ETFcore s&p mcp etf | $1,928,000 | -11.8% | 8,524 | +4.6% | 0.56% | +4.9% |
| FB | Sell | Meta Platforms Inccl a | $1,911,000 | -30.6% | 11,850 | -4.3% | 0.55% | -17.3% |
| MCD | McDonalds Corp | $1,882,000 | -0.2% | 7,625 | 0.0% | 0.54% | +19.0% | |
| XLE | Sell | Energy Select Sector SPDRenergy | $1,795,000 | -12.5% | 25,105 | -6.4% | 0.52% | +4.0% |
| TIP | Sell | iShares TIPS Bond ETFtips bd etf | $1,769,000 | -9.5% | 15,530 | -1.1% | 0.51% | +7.8% |
| BMY | Buy | Bristol Myers Squibb Co | $1,738,000 | +56.9% | 22,576 | +48.7% | 0.50% | +87.0% |
| MS | Sell | Morgan Stanley | $1,729,000 | -18.6% | 22,735 | -6.5% | 0.50% | -3.3% |
| ORCL | Buy | Oracle Corp | $1,726,000 | -2.7% | 24,701 | +15.3% | 0.50% | +15.8% |
| CVS | Sell | CVS Health Corp | $1,629,000 | -12.0% | 17,579 | -3.9% | 0.47% | +4.7% |
| MRK | Buy | Merck & Co Inc | $1,571,000 | +86.4% | 17,235 | +67.8% | 0.46% | +122.0% |
| AFL | Sell | AFLAC Inc | $1,566,000 | -17.2% | 28,295 | -3.7% | 0.45% | -1.5% |
| WMT | Sell | Walmart Inc | $1,500,000 | -36.3% | 12,335 | -22.0% | 0.43% | -24.1% |
| RTX | Buy | Raytheon Technologies Corp | $1,476,000 | -1.5% | 15,356 | +1.6% | 0.43% | +17.3% |
| AKAM | Buy | Akamai Technologies Inc | $1,468,000 | -22.5% | 16,078 | +1.4% | 0.42% | -7.6% |
| PII | Sell | Polaris Inc | $1,431,000 | -11.1% | 14,418 | -5.7% | 0.41% | +5.9% |
| D | Buy | Dominion Energy Inc | $1,421,000 | -4.8% | 17,808 | +1.4% | 0.41% | +13.2% |
| RF | Buy | Regions Financial Corp | $1,366,000 | -13.5% | 72,849 | +2.7% | 0.40% | +2.9% |
| NKE | Sell | Nike Inccl b | $1,347,000 | -24.6% | 13,182 | -0.8% | 0.39% | -10.1% |
| CAH | Buy | Cardinal Health Inc | $1,334,000 | +43.8% | 25,515 | +55.9% | 0.39% | +70.8% |
| ABT | Abbott Labs | $1,318,000 | -8.2% | 12,128 | 0.0% | 0.38% | +9.2% | |
| ADBE | Buy | Adobe Sys Inc | $1,313,000 | -2.3% | 3,587 | +21.6% | 0.38% | +16.2% |
| HD | Sell | Home Depot Inc | $1,284,000 | -9.8% | 4,683 | -1.5% | 0.37% | +7.5% |
| CTSH | Buy | Cognizant Technology Solutionscl a | $1,263,000 | -23.7% | 18,712 | +1.4% | 0.36% | -9.2% |
| XLK | Sell | Select Sector SPDR Trtechnology | $1,255,000 | -28.7% | 9,875 | -10.8% | 0.36% | -15.2% |
| BRKA | Berkshire Hathaway Inc Ord Shs CL Acl a | $1,227,000 | -22.7% | 3 | 0.0% | 0.36% | -8.0% | |
| KO | Sell | Coca Cola Co | $1,222,000 | -5.3% | 19,423 | -6.7% | 0.35% | +12.7% |
| XLV | Buy | Select Sector SPDR Trsbi healthcare | $1,217,000 | -3.9% | 9,488 | +2.6% | 0.35% | +14.3% |
| BKR | Sell | Baker Hughes Companycl a | $1,210,000 | -23.5% | 41,926 | -3.4% | 0.35% | -8.9% |
| IVW | Sell | iShares S&P 500 Growth ETFs&p 500 grwt etf | $1,190,000 | -50.2% | 19,717 | -36.9% | 0.34% | -40.8% |
| EEM | Sell | iShares MSCI Emerging Markets ETFmsci emg mkt etf | $1,188,000 | -17.7% | 29,629 | -7.4% | 0.34% | -2.0% |
| ROBO | Sell | Robo Global Robotics & Automationrobo glb etf | $1,184,000 | -25.6% | 26,343 | -3.5% | 0.34% | -11.4% |
| V | VISA Inc | $1,167,000 | -11.2% | 5,925 | 0.0% | 0.34% | +6.0% | |
| TAN | Sell | Invesco Solar ETFsolar etf | $1,152,000 | -17.5% | 16,143 | -12.8% | 0.33% | -1.8% |
| COP | Sell | ConocoPhillips | $1,148,000 | -13.0% | 12,784 | -3.2% | 0.33% | +3.4% |
| GDX | Sell | Vaneck Gold Miners ETFgold miners etf | $1,126,000 | -31.0% | 41,118 | -3.4% | 0.33% | -17.9% |
| MCHP | Sell | Microchip Technology Inc | $1,108,000 | -27.2% | 19,078 | -5.7% | 0.32% | -13.2% |
| DIS | Sell | Disney Walt Co | $1,069,000 | -41.2% | 11,319 | -14.6% | 0.31% | -30.1% |
| HSIC | Buy | Schein Henry Inc | $1,063,000 | +333.9% | 13,846 | +393.6% | 0.31% | +413.3% |
| NWL | Buy | Newell Brands Inc | $1,049,000 | -7.7% | 55,075 | +3.7% | 0.30% | +10.1% |
| NEE | Sell | Nextera Energy Inc | $996,000 | -11.3% | 12,853 | -3.0% | 0.29% | +5.5% |
| HBI | Sell | HanesBrands Inc | $994,000 | -35.6% | 96,593 | -6.8% | 0.29% | -23.2% |
| INGR | Sell | Ingredion Inc | $988,000 | +1.0% | 11,205 | -0.2% | 0.29% | +20.2% |
| TMO | Thermo Fisher Scientific Inc | $978,000 | -8.1% | 1,801 | 0.0% | 0.28% | +9.3% | |
| PM | Buy | Philip Morris Intl Inc | $972,000 | +7.8% | 9,847 | +2.5% | 0.28% | +28.3% |
| DUK | Buy | Duke Energy Corp New | $955,000 | -0.3% | 8,907 | +3.8% | 0.28% | +18.5% |
| AMX | Buy | America Movil Spn ADR CL L | $921,000 | +406.0% | 45,078 | +422.9% | 0.27% | +506.8% |
| IVE | Buy | iShares S&P 500 Value ETFs&p 500 val etf | $921,000 | +1574.5% | 6,700 | +1814.3% | 0.27% | +1953.8% |
| TXN | Sell | Texas Instrs Inc | $890,000 | -17.4% | 5,795 | -1.4% | 0.26% | -1.5% |
| BDX | Sell | Becton Dickinson & Co | $880,000 | -13.3% | 3,571 | -6.4% | 0.26% | +3.2% |
| EXC | Exelon Corp | $849,000 | -4.8% | 18,735 | 0.0% | 0.25% | +13.4% | |
| HOG | Sell | Harley Davidson Inc | $843,000 | -20.3% | 26,640 | -0.8% | 0.24% | -5.1% |
| IWM | Sell | iShares Russell 2000 ETFrussell 2000 etf | $843,000 | -17.6% | 4,976 | -0.2% | 0.24% | -2.0% |
| PFE | Sell | Pfizer Inc | $835,000 | +1.1% | 15,934 | -0.2% | 0.24% | +20.4% |
| ESGU | Sell | iShares Tr ESG Aware MSCI USA ETFesg awr msci usa | $807,000 | -30.4% | 9,620 | -15.9% | 0.23% | -17.0% |
| RL | Buy | Ralph Lauren Corpcl a | $810,000 | -20.4% | 9,033 | +0.6% | 0.23% | -5.3% |
| IBB | Sell | iShares Biotechnology ETFishares biotech | $803,000 | -49.9% | 6,823 | -44.6% | 0.23% | -40.5% |
| NTAP | Buy | NetApp Inc | $779,000 | -19.2% | 11,937 | +2.8% | 0.22% | -3.8% |
| VUG | Sell | Vanguard Growth ETFgrowth etf | $762,000 | -27.8% | 3,418 | -6.8% | 0.22% | -14.1% |
| YELP | Buy | Yelp Inccl a | $748,000 | -18.1% | 26,927 | +0.6% | 0.22% | -2.7% |
| AMG | Sell | Affiliated Managers Group | $731,000 | -29.2% | 6,273 | -14.4% | 0.21% | -15.5% |
| INTC | Sell | Intel Corp | $726,000 | -35.2% | 19,418 | -14.2% | 0.21% | -22.8% |
| IPG | Buy | Interpublic Group Cos Inc | $723,000 | -18.9% | 26,248 | +4.4% | 0.21% | -3.7% |
| CLOU | Sell | Global X Cloud Computing ETF | $721,000 | -53.3% | 43,718 | -37.7% | 0.21% | -44.3% |
| DCI | Sell | Donaldson Co Inc | $719,000 | -12.0% | 14,934 | -5.1% | 0.21% | +4.5% |
| IWF | iShares Russell 1000 Growth ETFrus 1000 grw etf | $706,000 | -21.3% | 3,230 | 0.0% | 0.20% | -6.4% | |
| JPST | Sell | JPMorgan Ultra-Short Inc ETFultra shrt inc | $700,000 | -14.9% | 13,975 | -14.6% | 0.20% | +1.5% |
| SJM | Buy | Smucker J M Co | $694,000 | +388.7% | 5,424 | +416.6% | 0.20% | +474.3% |
| CLF | Sell | Cleveland-Cliffs Inc | $690,000 | -54.0% | 44,923 | -3.6% | 0.20% | -45.2% |
| CMCSA | Sell | Comcast Corp Newcl a | $673,000 | -24.8% | 17,160 | -10.2% | 0.20% | -10.6% |
| CME | CME Group Inc | $654,000 | -13.9% | 3,197 | 0.0% | 0.19% | +2.2% | |
| VB | Sell | Vanguard Small CP ETFsmall cp etf | $654,000 | -17.3% | 3,711 | -0.3% | 0.19% | -1.6% |
| IBM | Buy | International Business MACHS | $644,000 | +13.4% | 4,562 | +4.3% | 0.19% | +34.8% |
| CI | Cigna Corp New | $628,000 | +10.0% | 2,383 | 0.0% | 0.18% | +30.9% | |
| AMGN | Sell | Amgen Inc | $623,000 | -4.3% | 2,559 | -5.0% | 0.18% | +13.9% |
| BIV | Sell | Vanguard Intermediate-Term Bond Fundintermed term | $620,000 | -10.9% | 7,983 | -6.0% | 0.18% | +5.9% |
| NVDA | Sell | Nvidia Corp | $594,000 | -53.9% | 3,920 | -17.0% | 0.17% | -45.0% |
| VCSH | Buy | Vanguard Short Term Corp Bond ETFshrt trm corp bd | $584,000 | +27.0% | 7,661 | +30.2% | 0.17% | +50.9% |
| IBDS | iShares Ibonds Dec 2027 Corp ETFibonds 27 etf | $582,000 | -4.3% | 24,370 | 0.0% | 0.17% | +13.5% | |
| APA | Sell | APA Corp | $573,000 | -19.3% | 16,424 | -4.5% | 0.17% | -4.0% |
| CTAS | Sell | Cintas Corp | $570,000 | -15.1% | 1,527 | -3.2% | 0.16% | +1.2% |
| QCOM | Qualcomm Inc | $570,000 | -16.4% | 4,466 | 0.0% | 0.16% | -0.6% | |
| GLW | Sell | Corning Inc | $562,000 | -20.5% | 17,848 | -6.9% | 0.16% | -5.2% |
| ACN | Sell | Accenture PLC Ireland | $563,000 | -19.0% | 2,026 | -1.7% | 0.16% | -3.6% |
| GPC | Buy | Genuine Parts Co | $563,000 | +681.9% | 4,230 | +642.1% | 0.16% | +805.6% |
| CASY | New | Caseys Gen Stores Inc | $556,000 | – | 3,006 | +100.0% | 0.16% | – |
| AOS | Sell | A.O. Smith Corporation | $550,000 | -59.2% | 10,055 | -52.3% | 0.16% | -51.5% |
| VOOG | Sell | Vanguard S&P 500 Growth ETF500 grth idx f | $550,000 | -25.2% | 2,529 | -5.1% | 0.16% | -11.2% |
| GD | Buy | General Dynamics Corp | $537,000 | -0.9% | 2,428 | +8.0% | 0.16% | +17.4% |
| VTV | Buy | Vanguard Value ETFvalue etf | $528,000 | +2.7% | 4,000 | +15.0% | 0.15% | +22.4% |
| VTI | Vanguard Total Stk Mkt ETFtotal stk mkt | $528,000 | -17.1% | 2,798 | 0.0% | 0.15% | -1.3% | |
| KMB | Sell | Kimberly Clark Corp | $517,000 | +9.1% | 3,824 | -0.7% | 0.15% | +30.4% |
| DVY | iShares Select Dividend ETFselect divid etf | $513,000 | -8.2% | 4,360 | 0.0% | 0.15% | +8.8% | |
| MU | Sell | Micron Technology Inc | $506,000 | -66.2% | 9,157 | -52.3% | 0.15% | -59.8% |
| TRV | Sell | Travelers Companies Inc | $499,000 | -7.8% | 2,951 | -0.4% | 0.14% | +9.9% |
| MMC | Sell | Marsh & McLennan Cos Inc | $495,000 | -10.3% | 3,191 | -1.5% | 0.14% | +6.7% |
| UNP | Union Pac Corp | $480,000 | -22.0% | 2,252 | 0.0% | 0.14% | -6.7% | |
| XLC | Sell | Communication Services Sector SPDR ETF | $477,000 | -30.7% | 8,788 | -12.1% | 0.14% | -17.4% |
| SPGI | Sell | S&P Global Inc | $456,000 | -21.4% | 1,353 | -4.2% | 0.13% | -6.4% |
| SCHD | Buy | Schwab US Dividend Equity ETFus dividend eq | $436,000 | -4.4% | 6,080 | +5.2% | 0.13% | +13.5% |
| SYY | Sell | Sysco Corp | $424,000 | -8.2% | 5,000 | -11.7% | 0.12% | +9.8% |
| AJG | Arthur Gallagher Co | $415,000 | -6.5% | 2,545 | 0.0% | 0.12% | +11.1% | |
| WEC | WEC Energy Group Inc | $394,000 | +0.8% | 3,918 | 0.0% | 0.11% | +20.0% | |
| LLY | Lilly Eli & Co | $387,000 | +13.2% | 1,193 | 0.0% | 0.11% | +34.9% | |
| BLK | Sell | Blackrock Inc | $359,000 | -23.3% | 589 | -3.9% | 0.10% | -8.8% |
| LMT | Buy | Lockheed Martin Corp | $355,000 | +0.6% | 825 | +3.1% | 0.10% | +19.8% |
| WMB | Buy | Williams Cos Inc Del | $357,000 | +5.0% | 11,445 | +12.3% | 0.10% | +24.1% |
| CC | Buy | Chemours Co | $354,000 | +10.3% | 11,055 | +8.3% | 0.10% | +30.8% |
| CB | Chubb Limited | $334,000 | -8.2% | 1,700 | 0.0% | 0.10% | +10.2% | |
| BND | Vanguard Total Bnd Market ETFtotal bnd mrkt | $324,000 | -5.5% | 4,309 | 0.0% | 0.09% | +13.3% | |
| NSC | Sell | Norfolk Southern Corp | $322,000 | -30.5% | 1,415 | -12.9% | 0.09% | -17.7% |
| TT | Trane Technologies PLC | $322,000 | -15.0% | 2,480 | 0.0% | 0.09% | +1.1% | |
| PNC | PNC Finl Svcs Group Inc | $320,000 | -14.4% | 2,026 | 0.0% | 0.09% | +2.2% | |
| GWW | Grainger W W Inc | $319,000 | -12.1% | 703 | 0.0% | 0.09% | +4.5% | |
| IBDQ | Buy | iShares Ibonds Dec 2025 Term ETFibonds dec25 etf | $316,000 | +1.0% | 12,805 | +3.4% | 0.09% | +19.7% |
| XLP | Sell | SPDR Consumer Staplessbi cons stpls | $303,000 | -5.6% | 4,201 | -0.6% | 0.09% | +12.8% |
| TGT | Target Corp | $301,000 | -33.4% | 2,132 | 0.0% | 0.09% | -20.9% | |
| HIG | Buy | Hartford Finl Svcs Group Inc | $291,000 | -2.3% | 4,443 | +7.2% | 0.08% | +16.7% |
| BLOK | Sell | Amplify Transformational Data Sharing ETFblockchain ldr | $288,000 | -47.0% | 15,870 | -0.1% | 0.08% | -37.1% |
| IBMQ | iShares Tr Ibonds Dec 28ibonds dec 28 | $275,000 | -1.8% | 10,995 | 0.0% | 0.08% | +17.6% | |
| PRU | Buy | Prudential Finl Inc | $275,000 | -15.1% | 2,875 | +4.9% | 0.08% | +1.3% |
| USB | Sell | US Bancorp Del | $269,000 | -15.9% | 5,854 | -2.9% | 0.08% | 0.0% |
| DBEF | Sell | X-Trackers MSCI Eafe Hdgd Equity ETFxtrack msci eafe | $270,000 | -7.8% | 7,768 | -0.1% | 0.08% | +9.9% |
| ALL | Allstate Corp | $265,000 | -8.6% | 2,095 | 0.0% | 0.08% | +10.0% | |
| SBUX | Sell | Starbucks Corp | $263,000 | -19.8% | 3,448 | -4.4% | 0.08% | -5.0% |
| New | Constellation Energy Corp | $264,000 | – | 4,611 | +100.0% | 0.08% | – | |
| XLRE | Buy | Real Estate Select Sector SPDRrl est sel sec | $259,000 | -12.8% | 6,350 | +3.3% | 0.08% | +4.2% |
| CLX | Clorox Co Del | $260,000 | +1.2% | 1,845 | 0.0% | 0.08% | +21.0% | |
| EPD | Buy | Enterprise Prods Partners L P | $247,000 | +2.5% | 10,118 | +8.2% | 0.07% | +20.3% |
| T | Sell | AT&T Inc | $245,000 | -23.4% | 11,694 | -13.5% | 0.07% | -9.0% |
| LQD | iShares Iboxx Investment Grade Corp Bond ETFiboxx inv cp etf | $236,000 | -9.2% | 2,146 | 0.0% | 0.07% | +7.9% | |
| DJP | Buy | Ipath Bloomberg Commodity Indexdjubs cmdt etn36 | $227,000 | +10.7% | 6,520 | +17.5% | 0.07% | +32.0% |
| IJJ | iShares S&P Mid Cap 400 Value ETFs&p mc 400vl etf | $228,000 | -14.0% | 2,413 | 0.0% | 0.07% | +3.1% | |
| MAN | Buy | ManpowerGroup Inc | $223,000 | -10.1% | 2,915 | +10.4% | 0.06% | +8.3% |
| IBDT | iShares Ibonds Dec 2028 ETFibds dec28 etf | $226,000 | -5.0% | 9,040 | 0.0% | 0.06% | +12.1% | |
| MDT | Sell | Medtronic PLC | $224,000 | -20.6% | 2,500 | -1.7% | 0.06% | -5.8% |
| IBDO | iShares Ibonds Dec 2023 Termibonds dec23 etf | $213,000 | -0.9% | 8,505 | 0.0% | 0.06% | +19.2% | |
| IBDP | iShares Ibonds Dec 2024 Termibonds dec24 etf | $210,000 | -1.4% | 8,505 | 0.0% | 0.06% | +17.3% | |
| VMBS | Buy | Vanguard Mortgage Backed SECmtg-bkd secs etf | $212,000 | +5.0% | 4,429 | +9.9% | 0.06% | +24.5% |
| IGM | iShares Expanded Tech Sectorexpnd tec sc etf | $206,000 | -24.3% | 700 | 0.0% | 0.06% | -9.1% | |
| GILD | Gilead Sciences Inc | $208,000 | +4.0% | 3,365 | 0.0% | 0.06% | +22.4% | |
| VOT | Sell | Vanguard Mid Cap Growth ETFmcap gr idxvip | $204,000 | -35.6% | 1,165 | -18.1% | 0.06% | -23.4% |
| IBMM | iShares Tr Ibonds Dec 2024ibonds dec | $202,000 | 0.0% | 7,755 | 0.0% | 0.06% | +18.4% | |
| TROW | Sell | Price T Rowe Group Inc | $194,000 | -26.0% | 1,705 | -1.4% | 0.06% | -12.5% |
| ETN | Eaton Corp PLC | $191,000 | -17.0% | 1,516 | 0.0% | 0.06% | -1.8% | |
| TSLA | Sell | Tesla Inc | $189,000 | -51.3% | 280 | -22.2% | 0.06% | -41.5% |
| QQQ | Invesco QQQ Trustunit ser 1 | $189,000 | -22.9% | 676 | 0.0% | 0.06% | -8.3% | |
| MKC | McCormick & Co Inc | $190,000 | -16.7% | 2,280 | 0.0% | 0.06% | 0.0% | |
| PAYX | Sell | Paychex Inc | $189,000 | -19.2% | 1,662 | -2.9% | 0.06% | -3.5% |
| XBI | Sell | SPDR Series Trust S&P Biotechs&p biotech | $177,000 | -51.1% | 2,386 | -40.7% | 0.05% | -42.0% |
| MA | Mastercard Incorporatedcl a | $177,000 | -11.5% | 560 | 0.0% | 0.05% | +4.1% | |
| HAS | Sell | Hasbro Inc | $172,000 | -72.7% | 2,097 | -72.7% | 0.05% | -67.3% |
| New | General Electric Co Com New | $170,000 | – | 2,677 | +100.0% | 0.05% | – | |
| BHP | BHP Group LTDsponsored ads | $169,000 | -27.2% | 3,000 | 0.0% | 0.05% | -12.5% | |
| IBDR | iShares Ibonds Dec 2026 Termibonds dec2026 | $161,000 | -3.6% | 6,755 | 0.0% | 0.05% | +14.6% | |
| AMAT | Sell | Applied Matls Inc | $164,000 | -38.8% | 1,800 | -11.3% | 0.05% | -27.7% |
| CRM | Sell | Salesforce, Inc. | $161,000 | -29.4% | 976 | -9.3% | 0.05% | -14.5% |
| CF | CF Inds Hldgs Inc | $155,000 | -16.7% | 1,806 | 0.0% | 0.04% | 0.0% | |
| AXP | American Express Co | $149,000 | -25.9% | 1,075 | 0.0% | 0.04% | -12.2% | |
| DD | DuPont De Nemours Inc | $144,000 | -24.2% | 2,589 | 0.0% | 0.04% | -8.7% | |
| DOW | Dow | $146,000 | -18.9% | 2,827 | 0.0% | 0.04% | -4.5% | |
| PSX | Sell | Phillips 66 | $145,000 | -7.6% | 1,767 | -2.8% | 0.04% | +10.5% |
| SO | Southern Co | $145,000 | -1.4% | 2,030 | 0.0% | 0.04% | +16.7% | |
| TFC | Buy | Truist Financial Corp | $143,000 | -4.7% | 3,014 | +14.2% | 0.04% | +13.9% |
| CHKP | Check Point Software Tech LTDord | $143,000 | -11.7% | 1,174 | 0.0% | 0.04% | +5.1% | |
| HYG | Sell | iShares Iboxx USD High Yield ETFiboxx hi yd etf | $141,000 | -13.0% | 1,916 | -2.5% | 0.04% | +5.1% |
| HSY | Hershey Co | $141,000 | -0.7% | 656 | 0.0% | 0.04% | +17.1% | |
| HCA | HCA Healthcare Inc | $139,000 | -33.2% | 830 | 0.0% | 0.04% | -21.6% | |
| TFI | SPDR Nuveen Bloomberg Muni Bond ETFnuveen blmbrg mu | $138,000 | -4.2% | 3,000 | 0.0% | 0.04% | +14.3% | |
| MSM | Buy | MSC Industrial Direct Co-Acl a | $135,000 | +64.6% | 1,797 | +86.8% | 0.04% | +95.0% |
| ANGL | Vaneck Fallen Angel High Yield Bond ETFfallen angel hg | $135,000 | -11.2% | 5,000 | 0.0% | 0.04% | +5.4% | |
| MDLZ | Mondelez Intl Inccl a | $131,000 | -1.5% | 2,115 | 0.0% | 0.04% | +18.8% | |
| FLTR | Buy | Vaneck Investment Grade Floating Rate Bond ETFinvestment grd | $131,000 | +172.9% | 5,295 | +178.0% | 0.04% | +216.7% |
| WTRG | Essential Utilities Inc | $132,000 | -10.2% | 2,875 | 0.0% | 0.04% | +5.6% | |
| PSA | Sell | Public Storage | $128,000 | -35.7% | 409 | -19.6% | 0.04% | -22.9% |
| AVY | Avery Dennison Corp | $128,000 | -6.6% | 789 | 0.0% | 0.04% | +12.1% | |
| STT | Buy | State Str Corp | $125,000 | -16.1% | 2,025 | +18.4% | 0.04% | 0.0% |
| ENB | Enbridge Inc | $124,000 | -8.1% | 2,925 | 0.0% | 0.04% | +9.1% | |
| WY | Weyerhaeuser Co | $124,000 | -12.7% | 3,750 | 0.0% | 0.04% | +2.9% | |
| SHY | Sell | iShares 1-3 Year Treasury Bond ETF1 3 yr treas bd | $124,000 | -23.0% | 1,498 | -22.3% | 0.04% | -7.7% |
| NGG | National Grid PLC Newsponsored adr ne | $125,000 | -16.1% | 1,939 | 0.0% | 0.04% | 0.0% | |
| EMXC | iShares MSCI Emerging Markets EX China ETFmsci emrg chn | $123,000 | -18.0% | 2,580 | 0.0% | 0.04% | 0.0% | |
| MNST | Monster Beverage Corp New | $120,000 | +16.5% | 1,294 | 0.0% | 0.04% | +40.0% | |
| DES | Wisdomtree U.S. Smallcap Dividendus smallcap divd | $122,000 | -11.6% | 4,340 | 0.0% | 0.04% | +2.9% | |
| HBAN | Buy | Huntington Bancshares Inc | $118,000 | +0.9% | 9,845 | +22.6% | 0.03% | +21.4% |
| IBMK | iShares Tr Ibonds Dec 2022ibonds dec2022 | $117,000 | 0.0% | 4,500 | 0.0% | 0.03% | +21.4% | |
| PNR | Pentair PLC | $116,000 | -15.9% | 2,539 | 0.0% | 0.03% | 0.0% | |
| AMT | American Tower Corp New | $119,000 | +1.7% | 465 | 0.0% | 0.03% | +21.4% | |
| BEN | Sell | Franklin RES Inc | $118,000 | -20.8% | 5,065 | -4.8% | 0.03% | -5.6% |
| OTIS | Sell | Otis Worldwide Corporation | $117,000 | -10.0% | 1,660 | -1.5% | 0.03% | +6.2% |
| AON | AON Willis Towers | $119,000 | -16.8% | 440 | 0.0% | 0.03% | -2.9% | |
| MDU | Buy | MDU RES Group Inc | $113,000 | +28.4% | 4,205 | +27.0% | 0.03% | +57.1% |
| VOOV | Vanguard S&P 500 Value ETF500 val idx fd | $110,000 | -12.0% | 828 | 0.0% | 0.03% | +6.7% | |
| ACWI | iShares MSCI ACWI ETFmsci acwi etf | $112,000 | -16.4% | 1,339 | 0.0% | 0.03% | -3.0% | |
| PTY | Pimco Corp & Income Opp Fund | $110,000 | -17.9% | 8,760 | 0.0% | 0.03% | -3.0% | |
| CARR | Sell | Carrier Global Corporation | $111,000 | -28.4% | 3,122 | -7.4% | 0.03% | -15.8% |
| MET | Metlife Inc | $110,000 | -10.6% | 1,750 | 0.0% | 0.03% | +6.7% | |
| IJR | iShares Core S&P Small Cap ETF Trcore s&p scp etf | $112,000 | -14.5% | 1,210 | 0.0% | 0.03% | 0.0% | |
| XLI | Select Sector SPDR Trsbi int-inds | $106,000 | -15.2% | 1,213 | 0.0% | 0.03% | +3.3% | |
| IBDU | iShares Ibonds Dec 2029 Termibonds dec 29 | $107,000 | -7.0% | 4,700 | 0.0% | 0.03% | +10.7% | |
| FISV | Fiserv Inc | $106,000 | -12.4% | 1,190 | 0.0% | 0.03% | +6.9% | |
| SCHM | Schwab Strategic Tr US Mid Cap ETFus mid-cap etf | $107,000 | -17.1% | 1,705 | 0.0% | 0.03% | 0.0% | |
| EMR | Emerson Elec Co | $102,000 | -18.4% | 1,278 | 0.0% | 0.03% | 0.0% | |
| FLOT | iShares Floating Rate Bond ETFfltg rate nt etf | $102,000 | -1.0% | 2,037 | 0.0% | 0.03% | +20.0% | |
| FDN | First Tr Exchange Traded FD DJ Internt IDXdj internt idx | $100,000 | -32.4% | 790 | 0.0% | 0.03% | -19.4% | |
| CTVA | Corteva Inc | $99,000 | -5.7% | 1,834 | 0.0% | 0.03% | +11.5% | |
| MO | Altria Group Inc | $97,000 | -19.8% | 2,320 | 0.0% | 0.03% | -3.4% | |
| STAG | Stag Indl Inc | $96,000 | -25.0% | 3,100 | 0.0% | 0.03% | -9.7% | |
| PLD | Buy | Prologis Inc | $93,000 | +2.2% | 790 | +39.8% | 0.03% | +22.7% |
| LIN | Linde PLC | $92,000 | -9.8% | 320 | 0.0% | 0.03% | +8.0% | |
| IBMO | iShares Tr Ibonds Dec 26ibonds dec 26 | $93,000 | 0.0% | 3,655 | 0.0% | 0.03% | +17.4% | |
| IR | Ingersoll Rand Inc | $93,000 | -16.2% | 2,211 | 0.0% | 0.03% | 0.0% | |
| MSI | Motorola Solutions Inc | $92,000 | -14.0% | 441 | 0.0% | 0.03% | +3.8% | |
| BP | BP PLCsponsored adr | $92,000 | -3.2% | 3,237 | 0.0% | 0.03% | +17.4% | |
| BNDX | Vanguard Total International Bond ETFtotal int bd etf | $89,000 | -5.3% | 1,789 | 0.0% | 0.03% | +13.0% | |
| FBHS | Sell | Fortune Brands Home & SEC Inc | $89,000 | -21.9% | 1,490 | -3.2% | 0.03% | -7.1% |
| EWJ | Buy | iShares MSCI Japan ETFmsci jpn etf new | $86,000 | -8.5% | 1,631 | +6.5% | 0.02% | +8.7% |
| ESGD | iShares Tr ESG Aware MSCI Eafe ETFesg aw msci eafe | $87,000 | -14.7% | 1,385 | 0.0% | 0.02% | 0.0% | |
| AMD | Sell | Advanced Micro Devices Inc | $86,000 | -40.7% | 1,125 | -15.1% | 0.02% | -28.6% |
| CAT | Caterpillar Inc Del | $85,000 | -20.6% | 478 | 0.0% | 0.02% | -3.8% | |
| ZION | Zions Bancorporation N.A. | $84,000 | -22.9% | 1,657 | 0.0% | 0.02% | -7.7% | |
| VFC | Sell | V F Corp | $83,000 | -43.5% | 1,890 | -26.9% | 0.02% | -33.3% |
| NFLX | Sell | Netflix Com | $83,000 | -93.0% | 473 | -85.1% | 0.02% | -91.7% |
| VXUS | Vanguard Total International Stock FDvg tl intl stk f | $81,000 | -13.8% | 1,568 | 0.0% | 0.02% | 0.0% | |
| NUE | Nucor Corp | $78,000 | -29.1% | 743 | 0.0% | 0.02% | -14.8% | |
| AZO | Autozone Inc | $80,000 | +5.3% | 37 | 0.0% | 0.02% | +27.8% | |
| APD | Air Prods & Chems Inc | $81,000 | -3.6% | 335 | 0.0% | 0.02% | +15.0% | |
| VTR | Ventas Inc | $79,000 | -16.8% | 1,544 | 0.0% | 0.02% | 0.0% | |
| TD | Toronto Dominion BK Ont | $78,000 | -17.9% | 1,192 | 0.0% | 0.02% | 0.0% | |
| NVT | Nvent Electric PLC | $80,000 | -9.1% | 2,539 | 0.0% | 0.02% | +9.5% | |
| ZTS | Zoetis Inccl a | $80,000 | -8.0% | 463 | 0.0% | 0.02% | +9.5% | |
| IJK | Sell | iShares S&P Mid Cap 400 Growth ETFs&p mc 400gr etf | $76,000 | -54.2% | 1,197 | -44.4% | 0.02% | -45.0% |
| F | Ford Mtr Co Del | $77,000 | -34.7% | 6,953 | 0.0% | 0.02% | -24.1% | |
| PWR | Quanta Svcs Inc | $75,000 | -5.1% | 600 | 0.0% | 0.02% | +15.8% | |
| ECL | Ecolab Inc | $71,000 | -13.4% | 464 | 0.0% | 0.02% | +5.0% | |
| PBW | Invesco Wilderhill Clean Enewilderhil clan | $74,000 | -29.5% | 1,615 | 0.0% | 0.02% | -19.2% | |
| STIP | iShares 0-5 Year TIPS Bond ETF0-5 yr tips etf | $72,000 | -4.0% | 710 | 0.0% | 0.02% | +16.7% | |
| FFIV | Sell | F5 Inc | $69,000 | -68.1% | 449 | -56.6% | 0.02% | -62.3% |
| IEFA | iShares Tr Core MSCI Eafecore msci eafe | $68,000 | -15.0% | 1,148 | 0.0% | 0.02% | +5.3% | |
| ICF | iShares Trcohen steer reit | $70,000 | -14.6% | 1,150 | 0.0% | 0.02% | 0.0% | |
| NVG | Nuveen AMT Free Mun Credit Income FD | $70,000 | -11.4% | 5,345 | 0.0% | 0.02% | +5.3% | |
| WPC | Buy | W P Carey Inc | $70,000 | +204.3% | 845 | +201.8% | 0.02% | +233.3% |
| ALLE | Allegion Pub LTD Co | $68,000 | -10.5% | 696 | 0.0% | 0.02% | +11.1% | |
| BX | Buy | Blackstone Inc | $66,000 | -9.6% | 727 | +27.1% | 0.02% | +5.6% |
| OMC | Buy | Omnicom Group Inc | $64,000 | +8.5% | 1,000 | +44.9% | 0.02% | +35.7% |
| GS | Goldman Sachs Group Inc | $67,000 | -9.5% | 225 | 0.0% | 0.02% | +5.6% | |
| YUM | Yum Brands Inc | $66,000 | -4.3% | 580 | 0.0% | 0.02% | +11.8% | |
| HMC | Buy | Honda Motor Co | $66,000 | +29.4% | 2,750 | +51.9% | 0.02% | +58.3% |
| FICO | Sell | Fair Isaac Corp | $65,000 | -88.6% | 162 | -86.7% | 0.02% | -86.2% |
| CMG | Chipotle Mexican Grill Inc | $64,000 | -17.9% | 49 | 0.0% | 0.02% | 0.0% | |
| CTXS | Citrix Sys Inc | $65,000 | -4.4% | 672 | 0.0% | 0.02% | +11.8% | |
| PANW | Palo Alto Networks Inc | $63,000 | -21.2% | 128 | 0.0% | 0.02% | -5.3% | |
| PDO | Pimco Dynamic Income Opportunities Fund | $62,000 | -18.4% | 4,445 | 0.0% | 0.02% | 0.0% | |
| HAIN | Sell | Hain Celestial Group Inc | $61,000 | -87.0% | 2,565 | -81.2% | 0.02% | -84.2% |
| BSV | Vanguard Short Term Bond ETFshort trm bond | $60,000 | -1.6% | 785 | 0.0% | 0.02% | +13.3% | |
| TSM | Taiwan Semiconductor Mfg LTDsponsored ads | $60,000 | -22.1% | 740 | 0.0% | 0.02% | -10.5% | |
| K | Buy | Kellogg Co | $57,000 | +2750.0% | 805 | +2583.3% | 0.02% | – |
| EFG | iShares MSCI EAFE Growth ETFeafe grwth etf | $57,000 | -17.4% | 714 | 0.0% | 0.02% | -5.9% | |
| SPSB | Buy | SPDR Portfolio Short Term Corp Bd ETFportfolio short | $56,000 | +133.3% | 1,895 | +136.9% | 0.02% | +166.7% |
| NVO | Novo-Nordisk A Sadr | $51,000 | 0.0% | 455 | 0.0% | 0.02% | +25.0% | |
| UTG | Reaves Utility Income Closed End Fund | $48,000 | -11.1% | 1,560 | 0.0% | 0.01% | +7.7% | |
| PGX | Invesco Preferred ETFpfd etf | $47,000 | -7.8% | 3,770 | 0.0% | 0.01% | +16.7% | |
| WFC | Wells Fargo & Co New | $48,000 | -18.6% | 1,220 | 0.0% | 0.01% | 0.0% | |
| DLN | Wisdomtree Large Cap Dividend FDus largecap divd | $48,000 | -9.4% | 810 | 0.0% | 0.01% | +7.7% | |
| GPN | Sell | Global Pmts Inc | $49,000 | -22.2% | 439 | -4.1% | 0.01% | -6.7% |
| DPZ | Sell | Dominos Pizza Inc | $49,000 | -24.6% | 125 | -21.9% | 0.01% | -12.5% |
| MELI | Mercadolibre Inc | $49,000 | -46.7% | 77 | 0.0% | 0.01% | -36.4% | |
| MOS | Sell | Mosaic Co New | $47,000 | -46.6% | 1,000 | -24.8% | 0.01% | -33.3% |
| FCX | Sell | Freeport-McMoran Inccl b | $44,000 | -65.6% | 1,505 | -41.4% | 0.01% | -58.1% |
| SRE | Sempra Energy | $44,000 | -10.2% | 292 | 0.0% | 0.01% | +8.3% | |
| MPC | Marathon Pete Corp | $44,000 | -4.3% | 539 | 0.0% | 0.01% | +18.2% | |
| SIVB | SVB Finl Group | $40,000 | -29.8% | 101 | 0.0% | 0.01% | -14.3% | |
| PGR | Progressive Corp Ohio | $40,000 | +2.6% | 345 | 0.0% | 0.01% | +33.3% | |
| TEL | TE Connectivity LTD | $40,000 | -13.0% | 350 | 0.0% | 0.01% | +9.1% | |
| SPIB | SPDR Portfolio Intermediate Term Corp Bond ETFportfolio intrmd | $41,000 | -4.7% | 1,266 | 0.0% | 0.01% | +20.0% | |
| NOC | Northrop Grumman Corp | $42,000 | +7.7% | 87 | 0.0% | 0.01% | +33.3% | |
| MCK | McKesson Corp | $40,000 | +5.3% | 124 | 0.0% | 0.01% | +33.3% | |
| IWP | iShares Russell Mid Cap Growth ETFrus md cp gr etf | $41,000 | -19.6% | 512 | 0.0% | 0.01% | 0.0% | |
| FXU | First Tr Exch Traded FD II Utilities Alphutilities alph | $40,000 | -4.8% | 1,242 | 0.0% | 0.01% | +20.0% | |
| PYPL | Sell | PayPal Hldgs Inc | $42,000 | -52.8% | 601 | -22.3% | 0.01% | -45.5% |
| VDC | Vanguard Consumer Staples ETFconsum stp etf | $41,000 | -4.7% | 220 | 0.0% | 0.01% | +20.0% | |
| O | Realty Income Corp | $38,000 | 0.0% | 550 | 0.0% | 0.01% | +22.2% | |
| ADM | Buy | Archer Daniels Midland Co | $37,000 | +105.6% | 480 | +140.0% | 0.01% | +175.0% |
| FXG | First Tr Exchange Traded FD II Consumr Stapleconsumr staple | $37,000 | -2.6% | 600 | 0.0% | 0.01% | +22.2% | |
| XLF | Financial Select Sector SPDRfinancial | $38,000 | -17.4% | 1,200 | 0.0% | 0.01% | 0.0% | |
| XLY | Select Sector SPDR Trsbi cons discr | $37,000 | -26.0% | 269 | 0.0% | 0.01% | -8.3% | |
| DSI | iShares MSCI KLD 400 Social ETFmsci kld400 soc | $37,000 | -15.9% | 510 | 0.0% | 0.01% | 0.0% | |
| IYR | Ishares US Real Estate ETFu.s. real es etf | $39,000 | -15.2% | 425 | 0.0% | 0.01% | 0.0% | |
| HUM | Humana Inc | $38,000 | +5.6% | 82 | 0.0% | 0.01% | +22.2% | |
| IP | Sell | Intl Paper Co | $38,000 | -19.1% | 920 | -8.7% | 0.01% | 0.0% |
| RIO | Buy | Rio Tinto PLC Spon ADRsponsored adr | $39,000 | +160.0% | 638 | +239.4% | 0.01% | +175.0% |
| HE | Hawaiian Elec Industries | $34,000 | -5.6% | 840 | 0.0% | 0.01% | +11.1% | |
| TXT | Textron Inc | $35,000 | -18.6% | 578 | 0.0% | 0.01% | 0.0% | |
| IWO | Sell | iShares Russell 2000 Growth ETFrus 2000 grw etf | $33,000 | -56.0% | 159 | -45.9% | 0.01% | -44.4% |
| CUBE | Buy | CubeSmart | $33,000 | +1000.0% | 780 | +1200.0% | 0.01% | +900.0% |
| CMI | Sell | Cummins Inc | $34,000 | -17.1% | 176 | -12.0% | 0.01% | 0.0% |
| A | Agilent Technologies Inc | $34,000 | -10.5% | 285 | 0.0% | 0.01% | +11.1% | |
| VT | Vanguard Total World Stock ETFtt wrld st etf | $34,000 | -15.0% | 395 | 0.0% | 0.01% | 0.0% | |
| FDX | Sell | FedEx Corp | $34,000 | -52.1% | 150 | -50.8% | 0.01% | -41.2% |
| VRSN | Sell | VeriSign Inc | $33,000 | -70.3% | 200 | -60.0% | 0.01% | -63.0% |
| ANTM | Sell | Elevance Health Inc | $34,000 | -34.6% | 70 | -33.3% | 0.01% | -23.1% |
| ERIC | Ericsson LM Telephone Co ADRadr b sek 10 | $34,000 | -19.0% | 4,585 | 0.0% | 0.01% | 0.0% | |
| SIRI | Sirius XM Hldgs Inc | $31,000 | -6.1% | 5,000 | 0.0% | 0.01% | +12.5% | |
| VNQ | Vanguard Real Estate ETFreal estate etf | $32,000 | -15.8% | 347 | 0.0% | 0.01% | 0.0% | |
| IWR | iShares Russell Mid Cap ETFrus mid cap etf | $32,000 | -17.9% | 500 | 0.0% | 0.01% | 0.0% | |
| MTB | M&T Bank Corp | $32,000 | -5.9% | 200 | 0.0% | 0.01% | +12.5% | |
| AGG | Sell | iShares Core US Aggregate Bond ETcore us aggbd et | $30,000 | -76.6% | 295 | -75.3% | 0.01% | -71.0% |
| SLB | Schlumberger LTD | $30,000 | -14.3% | 850 | 0.0% | 0.01% | 0.0% | |
| VMC | Vulcan Matls Co | $29,000 | -23.7% | 205 | 0.0% | 0.01% | -11.1% | |
| NYT | New York Times Co CL Acl a | $28,000 | -39.1% | 1,000 | 0.0% | 0.01% | -27.3% | |
| CSX | CSX Corp | $26,000 | -23.5% | 900 | 0.0% | 0.01% | 0.0% | |
| COF | Capital One Finl Corp | $29,000 | -19.4% | 278 | 0.0% | 0.01% | -11.1% | |
| OKE | Oneok Inc New | $28,000 | -20.0% | 501 | 0.0% | 0.01% | -11.1% | |
| KR | Kroger Co | $28,000 | -17.6% | 600 | 0.0% | 0.01% | 0.0% | |
| IHAK | IShares Cybersecurity and Tech ETFcybersecurity | $29,000 | -17.1% | 820 | 0.0% | 0.01% | -11.1% | |
| ADSK | Autodesk Inc | $27,000 | -18.2% | 155 | 0.0% | 0.01% | 0.0% | |
| New | Warner Bros Discovery | $28,000 | – | 2,118 | +100.0% | 0.01% | – | |
| DRE | Duke Realty Corp | $27,000 | -6.9% | 500 | 0.0% | 0.01% | +14.3% | |
| HXL | Hexcel Corp New | $29,000 | -12.1% | 563 | 0.0% | 0.01% | 0.0% | |
| TSN | Tyson Foods Inccl a | $26,000 | -3.7% | 300 | 0.0% | 0.01% | +14.3% | |
| ULTA | Ulta Beauty Inc | $29,000 | 0.0% | 74 | 0.0% | 0.01% | +14.3% | |
| BKNG | Booking Hldgs Inc | $26,000 | -25.7% | 15 | 0.0% | 0.01% | -11.1% | |
| ABNB | Airbnb Inc CL A | $24,000 | -47.8% | 265 | 0.0% | 0.01% | -36.4% | |
| TM | Buy | Toyota Motor Corp Spon ADRads | $25,000 | +733.3% | 161 | +906.2% | 0.01% | +600.0% |
| RBC | Regal Rexnord Corporation | $23,000 | -23.3% | 200 | 0.0% | 0.01% | 0.0% | |
| VLO | Valero Energy Corp New | $24,000 | +4.3% | 225 | 0.0% | 0.01% | +16.7% | |
| CFG | Buy | Citizens Financial Group | $24,000 | +500.0% | 685 | +661.1% | 0.01% | +600.0% |
| BBN | Blackrock Taxable Municpal Bond | $23,000 | -11.5% | 1,200 | 0.0% | 0.01% | +16.7% | |
| EA | Electronic Arts Inc | $23,000 | -4.2% | 190 | 0.0% | 0.01% | +16.7% | |
| WOPEY | New | Woodside Energy Group Ltd ADRsponsored adr | $23,000 | – | 1,084 | +100.0% | 0.01% | – |
| WBA | Buy | Walgreens Boots Alliance Inc | $23,000 | +666.7% | 614 | +789.9% | 0.01% | +600.0% |
| CCJ | Cameco Corp | $25,000 | -26.5% | 1,175 | 0.0% | 0.01% | -12.5% | |
| UTL | Unitil Corp | $23,000 | +15.0% | 400 | 0.0% | 0.01% | +40.0% | |
| AGR | Avangrid Inc | $23,000 | 0.0% | 500 | 0.0% | 0.01% | +16.7% | |
| AVTR | Avantor Inc | $23,000 | -8.0% | 740 | 0.0% | 0.01% | +16.7% | |
| MMP | Magellan Midstream Partners LP | $21,000 | -4.5% | 450 | 0.0% | 0.01% | +20.0% | |
| TWLO | Twilio Inc CL Acl a | $21,000 | -48.8% | 250 | 0.0% | 0.01% | -40.0% | |
| EIX | Edison Intl | $20,000 | -9.1% | 320 | 0.0% | 0.01% | +20.0% | |
| THG | Hanover Ins Group Inc | $20,000 | -4.8% | 140 | 0.0% | 0.01% | +20.0% | |
| RWX | SPDR Index Shs FDSdj intl rl etf | $21,000 | -16.0% | 745 | 0.0% | 0.01% | 0.0% | |
| IBMN | iShares Ibonds Dec 2025 Termibonds dec 25 | $22,000 | 0.0% | 830 | 0.0% | 0.01% | +20.0% | |
| ARE | Alexandria Real Estate Eq Inc | $20,000 | -28.6% | 140 | 0.0% | 0.01% | -14.3% | |
| VALE | Buy | Vale SA-SP ADRsponsored ads | $21,000 | +425.0% | 1,450 | +643.6% | 0.01% | +500.0% |
| SHW | Sherwin Williams Co | $20,000 | -9.1% | 90 | 0.0% | 0.01% | +20.0% | |
| IXC | iShares Global Energy ETFglobal energ etf | $20,000 | -9.1% | 600 | 0.0% | 0.01% | +20.0% | |
| ISRG | Sell | Intuitive Surgical Inc | $21,000 | -70.4% | 105 | -55.7% | 0.01% | -64.7% |
| DE | Deere & Co | $22,000 | -26.7% | 73 | 0.0% | 0.01% | -14.3% | |
| CRWD | Crowdstrike Holdings INC CLASS A CORP COMMONcl a | $22,000 | -26.7% | 130 | 0.0% | 0.01% | -14.3% | |
| LSI | Buy | Life Storage Inc | $22,000 | +633.3% | 193 | +739.1% | 0.01% | +500.0% |
| IWS | iShares Russell Mid Cap Value ETFrus mdcp val etf | $22,000 | -15.4% | 214 | 0.0% | 0.01% | 0.0% | |
| SWK | Stanley Black & Decker Inc | $21,000 | -27.6% | 205 | 0.0% | 0.01% | -14.3% | |
| SKYY | First Tr Exchange Traded FD II Cloud Computing | $20,000 | -25.9% | 300 | 0.0% | 0.01% | -14.3% | |
| VDE | Vanguard Energy ETFenergy etf | $21,000 | -4.5% | 210 | 0.0% | 0.01% | +20.0% | |
| FFC | Flaherty & Crumrine Preferred Closed End Fund | $21,000 | -16.0% | 1,250 | 0.0% | 0.01% | 0.0% | |
| EQIX | Equinix Inc | $21,000 | -12.5% | 32 | 0.0% | 0.01% | 0.0% | |
| SWKS | Skyworks Solutions Inc | $21,000 | -30.0% | 225 | 0.0% | 0.01% | -14.3% | |
| BAX | Baxter Intl Inc | $19,000 | -17.4% | 295 | 0.0% | 0.01% | -16.7% | |
| FXD | Sell | First Tr Exchange Traded FD II Consumr Discreconsumr discre | $18,000 | -45.5% | 400 | -33.3% | 0.01% | -37.5% |
| ZBH | Zimmer Biomet Hldgs Inc | $19,000 | -17.4% | 180 | 0.0% | 0.01% | -16.7% | |
| PAVE | Global X US Infrastructure Development ETFus infr dev etf | $18,000 | -21.7% | 800 | 0.0% | 0.01% | -16.7% | |
| EW | Edwards Lifesciences Corp | $16,000 | -15.8% | 165 | 0.0% | 0.01% | 0.0% | |
| HACK | ETFMG Prime Cyber Security ETFprime cybr scrty | $18,000 | -21.7% | 400 | 0.0% | 0.01% | -16.7% | |
| DG | Dollar Gen Corp New | $16,000 | +14.3% | 65 | 0.0% | 0.01% | +66.7% | |
| IRM | Iron Mountain Inc New | $19,000 | -13.6% | 400 | 0.0% | 0.01% | 0.0% | |
| IEF | iShares 7-10 Year Treasury Bond ETF7-10 yr trsy bd | $18,000 | -5.3% | 175 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL Energy Inc | $18,000 | -5.3% | 260 | 0.0% | 0.01% | 0.0% | |
| IEMG | iShares Inc Core MSCI Emktcore msci emkt | $18,000 | -10.0% | 369 | 0.0% | 0.01% | 0.0% | |
| C | Sell | Citigroup Inc | $17,000 | -29.2% | 375 | -16.5% | 0.01% | -16.7% |
| MORN | Morningstar Inc | $18,000 | -14.3% | 76 | 0.0% | 0.01% | 0.0% | |
| AVGO | Broadcom Inc | $18,000 | -21.7% | 37 | 0.0% | 0.01% | -16.7% | |
| OGN | New | Organon & Co | $18,000 | – | 532 | +100.0% | 0.01% | – |
| AAP | Advance Auto Parts Inc | $18,000 | -18.2% | 104 | 0.0% | 0.01% | 0.0% | |
| BK | Sell | Bank New York Mellon Corp | $18,000 | -41.9% | 443 | -30.0% | 0.01% | -37.5% |
| SCHW | Schwab Charles Corp New | $18,000 | -25.0% | 290 | 0.0% | 0.01% | -16.7% | |
| ADI | Analog Devices Inc | $16,000 | -11.1% | 110 | 0.0% | 0.01% | +25.0% | |
| ALC | Alcon Inc | $18,000 | -14.3% | 261 | 0.0% | 0.01% | 0.0% | |
| SNOW | Sell | Snowflake Inc - Class Acl a | $16,000 | -66.0% | 115 | -43.9% | 0.01% | -54.5% |
| TSCO | Tractor Supply Co | $19,000 | -17.4% | 97 | 0.0% | 0.01% | -16.7% | |
| ALGN | Sell | Align Technology Inc | $18,000 | -67.3% | 75 | -40.0% | 0.01% | -61.5% |
| AEP | American Electric Power Co | $13,000 | 0.0% | 135 | 0.0% | 0.00% | +33.3% | |
| SNV | Synovus Finl Corp Com New | $15,000 | -28.6% | 427 | 0.0% | 0.00% | -20.0% | |
| PHYS | Sprott Physical Gold Trustunit | $15,000 | -11.8% | 1,080 | 0.0% | 0.00% | 0.0% | |
| New | Shell PLCspon ads | $13,000 | – | 240 | +100.0% | 0.00% | – | |
| ROKU | Sell | Roku Inc | $13,000 | -67.5% | 160 | -50.0% | 0.00% | -60.0% |
| WELL | Welltower Inc | $15,000 | -11.8% | 182 | 0.0% | 0.00% | 0.0% | |
| PLTR | Palantir Technologies Inc CL Acl a | $15,000 | -31.8% | 1,600 | 0.0% | 0.00% | -20.0% | |
| BA | New | Boeing Co | $14,000 | – | 104 | +100.0% | 0.00% | – |
| NVS | Novartis A Gsponsored adr | $13,000 | -7.1% | 155 | 0.0% | 0.00% | +33.3% | |
| NI | Nisource Inc | $15,000 | -6.2% | 500 | 0.0% | 0.00% | 0.0% | |
| MDB | Mongodb Inc CL Acl a | $15,000 | -40.0% | 56 | 0.0% | 0.00% | -33.3% | |
| KAMN | Kaman Corp | $13,000 | -23.5% | 400 | 0.0% | 0.00% | 0.0% | |
| APTV | Aptiv PLC | $13,000 | -23.5% | 144 | 0.0% | 0.00% | 0.0% | |
| IJT | iShares S&P Small Cap 600 Growth ETFs&p sml 600 gwt | $13,000 | -18.8% | 128 | 0.0% | 0.00% | 0.0% | |
| IUSG | New | Ishares Core S&P US Growth ETFcore s&p us gwt | $14,000 | – | 168 | +100.0% | 0.00% | – |
| DVA | Davita Inc | $13,000 | -31.6% | 165 | 0.0% | 0.00% | -20.0% | |
| New | Embecta Corp Common | $14,000 | – | 550 | +100.0% | 0.00% | – | |
| CPRT | Copart Inc | $12,000 | -14.3% | 112 | 0.0% | 0.00% | 0.0% | |
| FXI | iShares Chinachina lg-cap etf | $9,000 | +12.5% | 254 | 0.0% | 0.00% | +50.0% | |
| XYL | Xylem Inc | $10,000 | -9.1% | 124 | 0.0% | 0.00% | 0.0% | |
| SU | Suncor Energy Inc New | $12,000 | +9.1% | 350 | 0.0% | 0.00% | 0.0% | |
| MFC | Manulife Finl Corp | $12,000 | -20.0% | 700 | 0.0% | 0.00% | -25.0% | |
| VTWO | Vanguard Russell 2000 ETFvng rus2000idx | $12,000 | -14.3% | 170 | 0.0% | 0.00% | 0.0% | |
| URI | United Rentals Inc | $12,000 | -33.3% | 50 | 0.0% | 0.00% | -25.0% | |
| XLU | Select Sector SPDR Trsbi int-utils | $11,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SPYV | New | Spdr Portfolio S&p 500 Value Etfprtflo s&p500 vl | $12,000 | – | 332 | +100.0% | 0.00% | – |
| LHX | L3Harris Technologies Inc | $12,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| KHC | Kraft Heinz Co | $10,000 | 0.0% | 265 | 0.0% | 0.00% | +50.0% | |
| PLNT | Planet Fitness Inccl a | $12,000 | -20.0% | 181 | 0.0% | 0.00% | -25.0% | |
| HYS | Pimco 0-5 Year High Yield Corp Bond ETF0-5 high yield | $9,000 | -10.0% | 99 | 0.0% | 0.00% | +50.0% | |
| LNT | Alliant Energy Corp | $9,000 | 0.0% | 150 | 0.0% | 0.00% | +50.0% | |
| VYM | Vanguard High Dividend Yield ETFhigh div yld | $12,000 | -7.7% | 117 | 0.0% | 0.00% | 0.0% | |
| BTT | Blackrock Mun 2030 Tar Term Tr | $11,000 | -8.3% | 500 | 0.0% | 0.00% | 0.0% | |
| VIG | Vanguard Div Appre Index FD ETFdiv app etf | $9,000 | -10.0% | 60 | 0.0% | 0.00% | +50.0% | |
| WDAY | Workday Inccl a | $10,000 | -44.4% | 75 | 0.0% | 0.00% | -25.0% | |
| VIAC | Paramount Global | $7,000 | -36.4% | 300 | 0.0% | 0.00% | -33.3% | |
| ARKK | Ark Innovation ETFinnovation etf | $6,000 | -33.3% | 140 | 0.0% | 0.00% | 0.0% | |
| ETR | Entergy Corp New | $8,000 | -11.1% | 75 | 0.0% | 0.00% | 0.0% | |
| GSK | GSK PLCsponsored adr | $6,000 | 0.0% | 130 | 0.0% | 0.00% | +100.0% | |
| PDBC | New | Invesco Optimum Yld Dvsfd Cmd ETFoptimum yield | $6,000 | – | 356 | +100.0% | 0.00% | – |
| IAU | New | Ishares Gold Trust ETFishares new | $6,000 | – | 165 | +100.0% | 0.00% | – |
| JCOM | Sell | Ziff Davis Ord Shr | $7,000 | -56.2% | 100 | -39.4% | 0.00% | -50.0% |
| PEG | Public Svc Enterprise Group | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| RBLX | Roblox Corp Class Acl a | $7,000 | -22.2% | 200 | 0.0% | 0.00% | 0.0% | |
| ROP | Roper Technologies Inc | $8,000 | -11.1% | 20 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR Bloomberg High Yield Bond ETFbloomberg high y | $6,000 | -14.3% | 66 | 0.0% | 0.00% | 0.0% | |
| VOX | Vanguard Communication Services ETF | $8,000 | -27.3% | 90 | 0.0% | 0.00% | -33.3% | |
| VPU | Vanguard Utilities ETFutilities etf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| VTRS | Sell | Viatris Inc | $2,000 | 0.0% | 205 | -5.1% | 0.00% | – |
| ZTR | Virtus Total Return Fund Inc | $3,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% | |
| SFM | Sprouts Fmrs Mkt Inc | $3,000 | -25.0% | 130 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airls Co | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| SOFI | New | Sofi Technologies Inc | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
| SHOP | Shopify Inccl a | $5,000 | -95.4% | 161 | 0.0% | 0.00% | -96.2% | |
| SNY | Sanofisponsored adr | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| PLL | New | Piedmont Lithium Inc | $4,000 | – | 100 | +100.0% | 0.00% | – |
| OPI | Office PPTYS Income Tr | $4,000 | -20.0% | 212 | 0.0% | 0.00% | 0.0% | |
| NTNX | Nutanix Inccl a | $4,000 | -42.9% | 248 | 0.0% | 0.00% | -50.0% | |
| NEM | Newmont Corporation | $4,000 | -20.0% | 67 | 0.0% | 0.00% | 0.0% | |
| LAMR | Lamar Advertising Co Newcl a | $5,000 | -28.6% | 56 | 0.0% | 0.00% | -50.0% | |
| New | Jacob Forward ETFforward etf | $5,000 | – | 565 | +100.0% | 0.00% | – | |
| ISTB | iShares Core 1-5 Year US Bond ETFcore 1 5 yr usd | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| IJS | iShares S&P Small Cap 600 Value ETFsp smcp600vl etf | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| EIS | iShares MSCI Israel ETFmsci israel etf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| HAL | Halliburton Co | $2,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| FAST | Fastenal Co | $5,000 | -28.6% | 110 | 0.0% | 0.00% | -50.0% | |
| EOG | EOG RES Inc | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| DELL | Dell Technologies Inc CL Ccl c | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| ED | Consolidated Edison Inc | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CAC | Camden Natl Corp | $4,000 | -20.0% | 102 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS Energy Corp | $5,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| AMP | Ameriprise Finl Inc | $5,000 | -28.6% | 23 | 0.0% | 0.00% | -50.0% | |
| AWK | American Wtr WKS Co Inc New | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| AWF | Alliancebernstein Glbl High Income Fund | $4,000 | -20.0% | 415 | 0.0% | 0.00% | 0.0% | |
| ALK | Alaska Air Group Inc | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| ARKX | Ark Space Exploration & Innovation ETFark space expl | $5,000 | -28.6% | 385 | 0.0% | 0.00% | -50.0% | |
| SNAP | Sell | Snap Inc CL Acl a | $1,000 | -93.8% | 29 | -93.6% | 0.00% | -100.0% |
| FL | Foot Locker Inc | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| GM | New | General Mtrs Co | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ITEQ | Bluestar Israel Technology ETFbluestar israel | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
| MJ | ETFMG Alternative Harvest ETFetfmg altr hrvst | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
| New | Zimvie Inc Com | $1,000 | – | 16 | +100.0% | 0.00% | – | |
| FTV | Fortive Corp Com | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| DON | Wisdomtree US Midcap Dividend FDus midcap divid | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| CLNE | Clean Energy Fuels Corp | $1,000 | 0.0% | 187 | 0.0% | 0.00% | – | |
| New | Orion Office REIT Inc | $1,000 | – | 55 | +100.0% | 0.00% | – | |
| WPRT | Westport Fuel Systems Inc | $1,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
| WHR | Exit | Whirlpool Corp | $0 | – | -8 | -100.0% | 0.00% | – |
| VNT | Vontier Corp | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| DISCA | Exit | Discovery Communicatns New | $0 | – | -95 | -100.0% | 0.00% | – |
| SBRA | Sabra Health Care REIT Inc | $1,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| GDXJ | Vaneck Junior Gold Miners ETFjunior gold mine | $1,000 | -50.0% | 35 | 0.0% | 0.00% | – | |
| OHI | Exit | Omega Healthcare Invs Inc | $0 | – | -10 | -100.0% | 0.00% | – |
| UL | New | Unilever PLCspon adr new | $1,000 | – | 4 | +100.0% | 0.00% | – |
| RMR | RMR Group Inccl a | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| BBY | Exit | Best Buy Inc | $0 | – | -49 | -100.0% | -0.00% | – |
| SNA | Exit | Snap On Inc Com | $0 | – | -16 | -100.0% | -0.00% | – |
| CE | Exit | Celanese Corp Del | $0 | – | -41 | -100.0% | -0.00% | – |
| LXP | Exit | LXP Industrial Trust | $0 | – | -558 | -100.0% | -0.00% | – |
| SE | Exit | Sea LTDsponsord ads | $0 | – | -65 | -100.0% | -0.00% | – |
| NLY | Exit | Annaly Cap Mgmt Inc | $0 | – | -1,000 | -100.0% | -0.00% | – |
| SPG | Exit | Simon Ppty Group Inc New | $0 | – | -102 | -100.0% | -0.00% | – |
| ICLN | Exit | iShares Global Clean En ETFgl clean ene etf | $0 | – | -794 | -100.0% | -0.00% | – |
| ASML | Exit | ASML Holding NV Reg Shs | $0 | – | -28 | -100.0% | -0.01% | – |
| NXPI | Exit | NXP Semiconductors N V | $0 | – | -102 | -100.0% | -0.01% | – |
| UBER | Exit | Uber Technologies Inc | $0 | – | -537 | -100.0% | -0.01% | – |
| PGF | Exit | Invesco Financial Pfd ETFfinl pfd etf | $0 | – | -1,240 | -100.0% | -0.01% | – |
| DXCM | Exit | Dexcom Inc | $0 | – | -37 | -100.0% | -0.01% | – |
| UFPI | Exit | UFP Industries Inc | $0 | – | -300 | -100.0% | -0.01% | – |
| TEAM | Exit | Atlassian Corp PLC CL Acl a | $0 | – | -88 | -100.0% | -0.01% | – |
| AAWW | Exit | Atlas Air Worldwide Hldgs Inc | $0 | – | -287 | -100.0% | -0.01% | – |
| DAL | Exit | Delta Air Lines Inc Del Com New | $0 | – | -600 | -100.0% | -0.01% | – |
| FNF | Exit | Fidelity National Financialinc | $0 | – | -585 | -100.0% | -0.01% | – |
| SQ | Exit | Block Inccl a | $0 | – | -205 | -100.0% | -0.01% | – |
| EIM | Exit | Eaton Vance Municipal Bond Fund | $0 | – | -4,500 | -100.0% | -0.01% | – |
| U | Exit | Unity Software Inc | $0 | – | -660 | -100.0% | -0.02% | – |
| CERN | Exit | Cerner Corp | $0 | – | -10,520 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 10 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 10 | Q3 2023 | 4.0% |
| VANGUARD MID CAP ETF | 10 | Q3 2023 | 3.0% |
| ISHARES INTERMEDIATE GOVT/CREDIT ETF | 10 | Q3 2023 | 2.8% |
| SPDR GOLD TRUST | 10 | Q3 2023 | 2.7% |
| UNITED PARCEL SERVICE INC | 10 | Q3 2023 | 2.2% |
| ALPHABET INC CL A | 10 | Q3 2023 | 2.2% |
| ISHARES CORE S&P 500 ETF | 10 | Q3 2023 | 2.4% |
| SPDR S&P 500 ETF TR | 10 | Q3 2023 | 2.0% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 10 | Q3 2023 | 2.3% |
View Bank of New Hampshire's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-12 |
View Bank of New Hampshire'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.