Herold Advisors, Inc. - Q4 2021 holdings

$257 Million is the total value of Herold Advisors, Inc.'s 205 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 88.5% .

 Value Shares↓ Weighting
AAPL SellAPPLE INC COM$14,519,000
+25.1%
81,769
-0.3%
5.64%
+24.8%
MSFT SellMICROSOFT CORP COM$10,607,000
+14.7%
31,539
-3.9%
4.12%
+14.5%
MA SellMASTERCARD INC CL A COMcl a$6,368,000
+2.5%
17,725
-0.8%
2.47%
+2.3%
V SellVISA INC COM CL A$5,929,000
-3.8%
27,361
-1.1%
2.30%
-3.9%
ABBV SellABBVIE INC COM$4,153,000
+25.0%
30,672
-0.5%
1.61%
+24.7%
PG SellPROCTER & GAMBLE CO COM$3,097,000
+16.9%
18,936
-0.1%
1.20%
+16.7%
ZTS SellZOETIS INC COMcl a$2,930,000
+18.3%
12,010
-5.9%
1.14%
+18.0%
GSLC SellGOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETFactivebeta us lg$2,565,000
+8.8%
26,964
-1.6%
1.00%
+8.5%
DSTL SellETF SER SOLUTIONS DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETFdistillate us$2,215,000
+10.3%
47,872
-2.4%
0.86%
+10.1%
FB SellMETA PLATFORMS INC CL Acl a$2,172,000
-1.8%
6,460
-0.9%
0.84%
-2.0%
CTAS SellCINTAS CORP COM$2,062,000
+15.1%
4,655
-1.1%
0.80%
+14.9%
XSOE SellWISDOMTREE TR EMERGING MKTS EX-STATE-OWNED ENTERPRISES FDem ex st-owned$1,844,000
-1.4%
50,052
-0.2%
0.72%
-1.6%
BEP SellBROOKFIELD RENEWABLE PARTNERS LP ISIN#BMG162581083partnership unit$1,772,000
-3.2%
49,526
-0.2%
0.69%
-3.4%
SWKS SellSKYWORKS SOLUTIONS INC COM$1,465,000
-7.8%
9,445
-2.1%
0.57%
-7.9%
NTSX SellWISDOMTREE TR U S EFFICIENT CORE FDus efficient cor$1,429,000
-14.3%
32,245
-21.2%
0.56%
-14.5%
CMCSA SellCOMCAST CORP CL Acl a$1,407,000
-26.9%
27,958
-18.8%
0.55%
-27.0%
MCD SellMCDONALDS CORP$1,403,000
+9.1%
5,237
-1.9%
0.54%
+9.0%
ICVT SellISHARES TR CONV BD ETFconv bd etf$1,285,000
-10.8%
14,410
-0.2%
0.50%
-10.9%
CWB SellSPDR SER TR BLOOMBERG BARCLAYS U S CONV LIQUID BD INDEXbloomberg conv$1,255,000
-16.6%
15,138
-14.2%
0.49%
-16.9%
HEIA SellHEICO CORP NEW CL Acl a$1,214,000
+6.3%
9,450
-2.1%
0.47%
+6.3%
CVS SellCVS HEALTH CORP COM$1,200,000
+17.6%
11,639
-3.3%
0.47%
+17.4%
EPS SellWISDOMTREE TR U S LARGECAP FDus largecap fund$1,178,000
+5.8%
23,410
-3.3%
0.46%
+5.8%
VO SellVANGUARD INDEX FDS VANGUARD MID-CAP ETFmid cap etf$1,174,000
+5.6%
4,611
-1.8%
0.46%
+5.3%
ETN SellEATON CORPORATION PLC SHS ISIN#IE00B8KQN827$919,000
+11.5%
5,322
-3.6%
0.36%
+11.2%
MKC SellMCCORMICK & CO INC COM NON VTG$913,000
+17.5%
9,460
-1.5%
0.36%
+17.5%
GIGB SellGOLDMAN SACHS ETF TR TR ACCESS INVT GRADE CORP BD ETF PRICING BASKETaccess invt gr$879,000
-4.1%
16,252
-3.7%
0.34%
-4.5%
EMR SellEMERSON ELEC CO COM$870,000
-3.3%
9,360
-2.1%
0.34%
-3.4%
NUSI SellETF SER SOLUTIONS NATIONWIDE NASDAQ-100 RISK MANAGED INCOME ETFnationwide nasdq$864,000
-2.3%
30,976
-3.8%
0.34%
-2.3%
BRKB SellBERKSHIRE HATHAWAY INC DEL CL B NEWcl b new$852,000
+2.4%
2,850
-6.6%
0.33%
+2.2%
BKLC SellBNY MELLON ETF TR US LARGE CAP CORE EQUITY ETFus lrg cp core$831,000
+8.9%
9,275
-0.9%
0.32%
+8.8%
VUG SellVANGUARD INDEX FDS VANGUARD GROWTH ETFgrowth etf$746,000
+9.7%
2,325
-0.9%
0.29%
+9.4%
NGG SellNATIONAL GRID PLC SPON ADR NEW 2017sponsored adr ne$689,000
+20.7%
9,536
-0.5%
0.27%
+20.7%
RDSB SellROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHS ISIN#US7802591070spon adr b$654,000
-9.3%
15,100
-7.4%
0.25%
-9.6%
BIPC SellBROOKFIELD INFRASTRUCTURE CORPORATION REGISTERED SHS -A- ISIN#CA11275Q1072$627,000
+11.6%
9,184
-2.1%
0.24%
+11.4%
ED SellCONSOLIDATED EDISON INC COM$591,000
+15.9%
6,938
-1.3%
0.23%
+16.2%
GLD SellSPDR GOLD TR GOLD SHS$566,000
-8.3%
3,312
-12.0%
0.22%
-8.3%
RDIV SellINVESCO EXCHANGE-TRADED FD TR II INVESCO S&P ULTRA DIVID REV ETFs&p ultra divide$565,000
+8.0%
13,420
-0.2%
0.22%
+7.4%
CCI SellCROWN CASTLE INTL CORP NEW COM$555,000
+4.7%
2,662
-13.0%
0.22%
+4.9%
F SellFORD MOTOR CO DEL COM PAR$545,000
+23.9%
26,240
-15.6%
0.21%
+24.0%
C SellCITIGROUP INC COM NEW ISIN#US1729674242$535,000
-17.4%
8,861
-4.2%
0.21%
-17.5%
OGS SellONE GAS INC COM$512,000
+7.1%
6,600
-12.6%
0.20%
+7.0%
BND SellVANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETFtotal bnd mrkt$508,000
-3.8%
5,997
-3.0%
0.20%
-3.9%
ICLN SellISHARES TR GLOBAL CLEAN ENERGY ETFgl clean ene etf$476,000
-24.6%
22,520
-22.8%
0.18%
-24.8%
BEPC SellBROOKFIELD RENEWABLE CORPORATION EXCH REGISTERED SHS -A- SUBORDINATE VOTING ISIN#CA11284V1058cl a sub vtg$474,000
-9.0%
12,869
-4.2%
0.18%
-9.4%
NRK SellNUVEEN NEW YORK AMT- FREE QUALITY MUNICIPAL INCOME$466,000
-1.3%
33,851
-0.9%
0.18%
-1.6%
VCSH SellVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FDshrt trm corp bd$458,000
-8.2%
5,641
-6.9%
0.18%
-8.2%
INTC SellINTEL CORP COM$451,000
-3.8%
8,762
-0.5%
0.18%
-3.8%
ABB SellABB LTD SPONSORED ADRsponsored adr$431,000
-22.1%
11,300
-31.9%
0.17%
-22.3%
SellGENERAL ELEC CO COM NEW$417,000
-21.8%
4,420
-14.7%
0.16%
-21.7%
DOW SellDOW INC COM$412,000
-2.1%
7,273
-0.7%
0.16%
-2.4%
KO SellCOCA COLA COMPANY$395,000
+3.7%
6,678
-8.1%
0.15%
+3.4%
PRU SellPRUDENTIAL FINL INC COM$377,000
-2.8%
3,490
-5.4%
0.15%
-3.3%
IGIB SellISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF$337,000
-7.4%
5,698
-6.2%
0.13%
-7.7%
ADM SellARCHER DANIELS MIDLAND CO COM$321,000
-8.5%
4,751
-18.8%
0.12%
-8.8%
QGRO SellAMERICAN CENTY ETF TR STOXX U S QUALITY GROWTH ETFstoxx us qlty$313,000
+6.5%
4,085
-1.4%
0.12%
+7.0%
RORO SellTIDAL ETF TR ATAC US ROTATION ETFatac us rotation$304,000
+2.0%
12,935
-0.8%
0.12%
+1.7%
AVUV SellAMERICAN CENTY ETF TR AVANTIS US SMALL VALUE ETFus sml cp valu$297,000
+3.8%
3,735
-1.3%
0.12%
+3.6%
NULG SellNUSHARES ETF TR ESG LARGE-CAP GROWTH ETFnuveen esg lrgcp$289,000
-42.7%
4,220
-45.2%
0.11%
-42.9%
BP SellBP PLC SPONS ADRsponsored adr$267,000
-4.3%
10,042
-2.0%
0.10%
-4.6%
GOVT SellISHARES TR U S TREAS BD ETFus treas bd etf$261,0000.0%9,804
-0.6%
0.10%
-1.0%
CCD SellCALAMOS DYNAMIC CONV & INCOME FD COM$255,000
+1.6%
8,100
-2.2%
0.10%
+1.0%
COIN SellCOINBASE GLOBAL INC COM CL A$206,000
-11.2%
820
-19.6%
0.08%
-11.1%
IMCG SellISHARES TR MORNINGSTAR MID CAP GROWTH ETFmrgstr md cp grw$202,000
+4.1%
2,760
-2.1%
0.08%
+4.0%
NYCB SellNEW YORK CMNTY BANCORP INC COM$197,000
-27.6%
16,179
-23.7%
0.08%
-27.4%
ENX SellEATON VANCE NEW YORK MUN BD FD COM$180,000
-8.2%
14,835
-7.6%
0.07%
-7.9%
EXG SellEATON VANCE TAX MANAGED GLOBAL DIVERSIFIED INCOME FD COM$108,000
-26.5%
10,193
-31.0%
0.04%
-26.3%
CFMS ExitCONFORMIS INC COM$0-1,000
-100.0%
0.00%
CEM ExitCLEARBRIDGE MLP & MIDSTREAM FD INC COM NEW$0-50
-100.0%
0.00%
LPTH ExitLIGHTPATH TECHNOLOGIES INC CL A NEW$0-900
-100.0%
0.00%
HA ExitHAWAIIAN HLDGS INC COM$0-78
-100.0%
0.00%
LUMN ExitLUMEN TECHNOLOGIES INC LA COM$0-150
-100.0%
0.00%
APPH ExitAPPHARVEST INC COM$0-200
-100.0%
0.00%
ExitEVOLV TECHNOLOGIES HLDGS INC COM CL A$0-200
-100.0%
0.00%
PSTHWS ExitPERSHING SQUARE TONTINE HLDGS LTD WT EXP EXP 07/24/25*w exp 07/24/202$0-1,111
-100.0%
0.00%
MNKD ExitMANNKIND CORP COM NEW$0-900
-100.0%
-0.00%
WW ExitWW INTL INC COM$0-200
-100.0%
-0.00%
MRO ExitMARATHON OIL CORP COM$0-200
-100.0%
-0.00%
DHC ExitDIVERSIFIED HEALTHCARE TR COM SH BEN INT$0-750
-100.0%
-0.00%
NKLA ExitNIKOLA CORP COM$0-350
-100.0%
-0.00%
CODA ExitCODA OCTOPUS GROUP INC COM NEW$0-358
-100.0%
-0.00%
ExitVICTORIAS SECRET & CO COM$0-66
-100.0%
-0.00%
SPCE ExitVIRGIN GALACTIC HLDGS INC COM$0-100
-100.0%
-0.00%
TDIV ExitFIRST TR EXCHANGE-TRADED FD VI NASDAQ TECH DIVID INDEX FDnasd tech div$0-50
-100.0%
-0.00%
ExitARCHER AVIATION INC CL A$0-300
-100.0%
-0.00%
NRZ ExitNEW RESIDENTIAL INVT CORP COM NEW$0-200
-100.0%
-0.00%
SJT ExitSAN JUAN BASIN RTY TR UNIT BEN INTunit ben int$0-600
-100.0%
-0.00%
JAZZ ExitJAZZ PHARMACEUTICALS PLC SHS USD ISIN#IE00B4Q5ZN47$0-25
-100.0%
-0.00%
GPC ExitGENUINE PARTS CO COM$0-20
-100.0%
-0.00%
LPI ExitLAREDO PETE INC NEW COM NEW$0-25
-100.0%
-0.00%
TUP ExitTUPPERWARE BRANDS CORP COM$0-150
-100.0%
-0.00%
CC ExitCHEMOURS CO COM$0-120
-100.0%
-0.00%
ExitNERDY INC CL A$0-250
-100.0%
-0.00%
CLIR ExitCLEARSIGN TECHNOLOGIES CORP COM$0-1,000
-100.0%
-0.00%
FMHI ExitFIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETFmuni hi incm etf$0-100
-100.0%
-0.00%
ExitDERMTECH INC COM$0-200
-100.0%
-0.00%
TDOC ExitTELADOC HEALTH INC COM$0-50
-100.0%
-0.00%
PAVE ExitGLOBAL X FDS US INFRASTRUCTURE DEV ETFus infr dev etf$0-260
-100.0%
-0.00%
SIRI ExitSIRIUS XM HLDGS INC COM$0-1,000
-100.0%
-0.00%
LBAI ExitLAKELAND BANCORP INC COM$0-300
-100.0%
-0.00%
QQQJ ExitINVESCO EXCHANGED TRADED FD TR II NASDAQ NEXT GEN 100 ETFnasdaqnxtgen100$0-200
-100.0%
-0.00%
GRID ExitFIRST TR EXCHANGE TRADED FD II NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTUREnasdq cln edge$0-70
-100.0%
-0.00%
IMTM ExitISHARES TR MSCI INTL MOMENTUM FACTOR ETFmsci intl moment$0-115
-100.0%
-0.00%
FLR ExitFLUOR CORP NEW COM$0-300
-100.0%
-0.00%
IR ExitINGERSOLL RAND INC COM$0-100
-100.0%
-0.00%
FCEL ExitFUELCELL ENERGY INC COM PAR$0-900
-100.0%
-0.00%
DNP ExitDNP SELECT INCOME FD INC COM$0-500
-100.0%
-0.00%
WFC ExitWELLS FARGO & CO NEW COM$0-100
-100.0%
-0.00%
MNA ExitINDEXIQ ETF TR IQ MERGER ARBITRAGE ETFiq mrgr arb etf$0-200
-100.0%
-0.00%
JVAL ExitJ P MORGAN EXCHANGE-TRADED FD TR U S VALUE FACTOR ETFus value factr$0-195
-100.0%
-0.00%
DEM ExitWISDOMTREE TR EMERGING MKTS HIGH DIVID FDemer mkt high fd$0-100
-100.0%
-0.00%
BBRE ExitJ P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS MSCI US REIT ETFbetbuld msci$0-60
-100.0%
-0.00%
ALC ExitALCON SA ACT NOM ISIN#CH0432492467$0-72
-100.0%
-0.00%
OXYWS ExitOCCIDENTAL PETE CORP WT EXP 08/03/2027*w exp 08/03/202$0-483
-100.0%
-0.00%
OPEN ExitOPENDOOR TECHNOLOGIES INC COM$0-300
-100.0%
-0.00%
IWS ExitISHARES TR RUSSELL MID-CAP VALUE ETFrus mdcp val etf$0-58
-100.0%
-0.00%
ExitVTEX REGISTERED SHS -A- ISIN#KYG9470A1022$0-200
-100.0%
-0.00%
MAT ExitMATTEL INC COM$0-300
-100.0%
-0.00%
AMRN ExitAMARIN CORP PLC SPONS ADR NEW ISIN#US0231112063spons adr new$0-800
-100.0%
-0.00%
XEL ExitXCEL ENERGY INC COM$0-79
-100.0%
-0.00%
SENS ExitSENSEONICS HLDGS INC COM$0-2,000
-100.0%
-0.00%
SAN ExitBANCO SANTANDER SA ADR ISIN#US05964H1059adr$0-1,260
-100.0%
-0.00%
PHK ExitPIMCO HIGH INCOME FD COM SHS$0-800
-100.0%
-0.00%
AGGY ExitWISDOMTREE TR YIELD ENHANCED U S AGGREGATE BD FDyield enhancd us$0-125
-100.0%
-0.00%
HAL ExitHALLIBURTON CO COM$0-300
-100.0%
-0.00%
ExitLUCID GROUP INC COM$0-200
-100.0%
-0.00%
CGC ExitCANOPY GROWTH CORP COM ISIN# CA1380351009$0-450
-100.0%
-0.00%
TPR ExitTAPESTRY INC COM$0-136
-100.0%
-0.00%
TAIL ExitCAMBRIA ETF TR TAIL RISK ETFtail risk$0-350
-100.0%
-0.00%
BB ExitBLACKBERRY LTD COM ISIN#CA09228F1036$0-600
-100.0%
-0.00%
BMBL ExitBUMBLE INC COM CL A$0-100
-100.0%
-0.00%
SONO ExitSONOS INC COM$0-200
-100.0%
-0.00%
PII ExitPOLARIS INC COM$0-50
-100.0%
-0.00%
SHOP ExitSHOPIFY INC CL A ISIN#CA82509L1076cl a$0-3
-100.0%
-0.00%
OHI ExitOMEGA HEALTHCARE INVS INC COM$0-200
-100.0%
-0.00%
X ExitUNITED STS STL CORP NEW COM$0-200
-100.0%
-0.00%
GQRE ExitFLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FDglb qlt r/e idx$0-77
-100.0%
-0.00%
TPB ExitTURNING PT BRANDS INC COM$0-180
-100.0%
-0.00%
MAIN ExitMAIN STR CAP CORP COM$0-200
-100.0%
-0.00%
DWX ExitSPDR INDEX SHS FDS S&P INTL DIVIDEND ETFs&p intl etf$0-200
-100.0%
-0.00%
BHC ExitBAUSCH HEALTH COS INC COM ISIN# CA0717341071$0-300
-100.0%
-0.00%
BKIE ExitBNY MELLON ETF TR INTL EQUITY ETFinternationl eqt$0-115
-100.0%
-0.00%
FYLD ExitCAMBRIA ETF TR CAMBRIA FOREIGN SHAREHOLDER YIELD ETFcambria fgn shr$0-310
-100.0%
-0.00%
SKT ExitTANGER FACTORY OUTLET CENTERS INC COM$0-500
-100.0%
-0.00%
GD ExitGENERAL DYNAMICS CORP COM$0-38
-100.0%
-0.00%
BMRN ExitBIOMARIN PHARMACEUTICAL INC COM$0-100
-100.0%
-0.00%
CCOR ExitLISTED FDS TR CORE ALT ETFcore alt fd$0-250
-100.0%
-0.00%
APA ExitAPA CORP COM$0-400
-100.0%
-0.00%
LVS ExitLAS VEGAS SANDS CORP COM$0-200
-100.0%
-0.00%
PWV ExitINVESCO EXCHANGE-TRADED FD TR DYNAMIC LARGE CAP VALUE ETFdynmc lrg valu$0-194
-100.0%
-0.00%
NEV ExitNUVEEN ENHANCED MUNICIPAL VALUE FD COM$0-500
-100.0%
-0.00%
MGM ExitMGM RESORTS INTL COM$0-200
-100.0%
-0.00%
RIDE ExitLORDSTOWN MTRS CORP CL A$0-1,000
-100.0%
-0.00%
TFI ExitSPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETFnuveen brc munic$0-143
-100.0%
-0.00%
BLOK ExitAMPLIFY ETF TR TRANSFORMATIONAL DATA SHARING ETFblockchain ldr$0-200
-100.0%
-0.00%
RWT ExitREDWOOD TR INC COM$0-619
-100.0%
-0.00%
AGNC ExitAGNC INVT CORP COM$0-500
-100.0%
-0.00%
SBUX ExitSTARBUCKS CORP COM$0-69
-100.0%
-0.00%
GUT ExitGABELLI UTIL TR$0-1,000
-100.0%
-0.00%
XLB ExitSELECT SECTOR SPDR TR MATLSsbi materials$0-100
-100.0%
-0.00%
MFC ExitMANULIFE FINL CORP COM ISIN#CA56501R1064$0-436
-100.0%
-0.00%
OIH ExitVANECK ETF TR OIL SVCS ETF NEWoil services etf$0-44
-100.0%
-0.00%
PLAT ExitWISDOMTREE TR GROWTH LEADERS FUNDgrowth leaders$0-165
-100.0%
-0.00%
RCL ExitROYAL CARIBBEAN GROUP ISIN#LR0008862868$0-100
-100.0%
-0.00%
DHI ExitD R HORTON INC COM$0-100
-100.0%
-0.00%
PLUG ExitPLUG PWR INC COM NEW$0-300
-100.0%
-0.00%
LDP ExitCOHEN & STEERS LTD DURATION PFD & INCOME FD INC COM$0-400
-100.0%
-0.00%
XAR ExitSPDR SER TR S&P AEROSPACE & DEFENSE ETFaerospace def$0-100
-100.0%
-0.00%
CCJ ExitCAMECO CORP COM ISIN#CA13321L1085$0-500
-100.0%
-0.00%
VSGX ExitVANGUARD WORLD FD ESG INTL STK ETFesg intl stk etf$0-155
-100.0%
-0.00%
IGF ExitISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FDglb infrastr etf$0-250
-100.0%
-0.00%
ICE ExitINTERCONTINENTAL EXCHANGE INC COM$0-97
-100.0%
-0.00%
NUDM ExitNUSHARES ETF TR ESG INTL DEVELOPED MKTS EQUITY ETFnuveen esg intl$0-310
-100.0%
-0.00%
PINS ExitPINTEREST INC CL Acl a$0-200
-100.0%
-0.00%
MJ ExitETF MANAGERS TR ETFMG ALTERNATIVE HARVEST ETFetfmg altr hrvst$0-700
-100.0%
-0.00%
FUBO ExitFUBOTV INC COM$0-400
-100.0%
-0.00%
ETG ExitEATON VANCE TAX-ADVANTAGED GLOBAL DIVID INCOME FD COM ISIN#US27828S1015$0-500
-100.0%
-0.00%
PDI ExitPIMCO DYNAMIC INCOME FD SHS$0-400
-100.0%
-0.00%
MBIO ExitMUSTANG BIO INC COM$0-4,000
-100.0%
-0.00%
ARKF ExitARK ETF TR FINTECH INNOVATION ETFfintech innova$0-200
-100.0%
-0.00%
HMCOU ExitHUMANCO ACQUISITION CORP UNIT 1 CL A & 1/2 WT EXP EXP 12/31/88unit 12/08/2023$0-1,000
-100.0%
-0.00%
GDO ExitWESTERN ASSET GLOBAL CORP DEFINED OPPTNTY FD INC COM$0-500
-100.0%
-0.00%
PHO ExitINVESCO EXCHANGE-TRADED FD TR WATER RES ETFwater res etf$0-200
-100.0%
-0.00%
EPR ExitEPR PPTYS COM SH BEN INT$0-200
-100.0%
-0.00%
RA ExitBROOKFIELD REAL ASSETS INCOME FD INC SHS BEN INT$0-500
-100.0%
-0.00%
DNMR ExitDANIMER SCIENTIFIC INC COM$0-650
-100.0%
-0.00%
ARRY ExitARRAY TECHNOLOGIES INC COM$0-500
-100.0%
-0.00%
IXN ExitISHARES TR GLOBAL TECH ETFglobal tech etf$0-174
-100.0%
-0.00%
LESL ExitLESLIES INC COM$0-500
-100.0%
-0.00%
FALN ExitISHARES TR FALLEN ANGELS USD BD ETFfaln angls usd$0-360
-100.0%
-0.00%
AINV ExitAPOLLO INVT CORP COM NEW$0-833
-100.0%
-0.00%
NUEM ExitNUSHARES ETF TR ESG EMERGING MKTS EQUITY ETFnuveen esg emrgn$0-300
-100.0%
-0.00%
JPS ExitNUVEEN PRD & INCOME SECURITIES INCOME FUND$0-1,000
-100.0%
-0.00%
PK ExitPARK HOTELS & RESORTS INC COM$0-500
-100.0%
-0.00%
PIRS ExitPIERIS PHARMACEUTICALS INC COM$0-2,000
-100.0%
-0.00%
AVDV ExitAMERICAN CENTRY ETF TR AVANTIS INTL SMALL CAP VALUE ETFintl smcp vlu$0-205
-100.0%
-0.01%
BCX ExitBLACKROCK RES & COMMODITIES STRATEGY TR SHS$0-1,512
-100.0%
-0.01%
JPIN ExitJ P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETFdiv rtn int eq$0-210
-100.0%
-0.01%
JCPB ExitJ P MORGAN EXCHANGE-TRADED FD TR CORE PLUS BD ETFcore plus bd etf$0-250
-100.0%
-0.01%
ARKQ ExitARK ETF TR INDL INNOVATION ETFautnmus technlgy$0-185
-100.0%
-0.01%
BTNB ExitBRIDGETOWN 2 HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG1355V1032cl a$0-1,500
-100.0%
-0.01%
QCLN ExitFIRST TR EXCHANGE-TRADED FD NASDAQ CLEAN EDGE GREEN ENERGY INDEXnas clnedg green$0-200
-100.0%
-0.01%
UAL ExitUNITED CONTL HLDGS INC COM$0-300
-100.0%
-0.01%
AVGO ExitBROADCOM INC COM$0-25
-100.0%
-0.01%
IVW ExitISHARES TR S&P 500 GROWTH ETFs&p 500 grwt etf$0-200
-100.0%
-0.01%
IUSB ExitISHARES TR CORE TOTAL USD BD MKT ETFcore total usd$0-250
-100.0%
-0.01%
IIF ExitMORGAN STANLEY INDIA INVT FD INC COM$0-464
-100.0%
-0.01%
NBIX ExitNEUROCRINE BIOSCIENCES INC COM$0-150
-100.0%
-0.01%
NAN ExitNUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND$0-1,007
-100.0%
-0.01%
LRGF ExitISHARES TR EDGE MSCI MULTIFACTOR USA ETFmsci usa multift$0-300
-100.0%
-0.01%
BGT ExitBLACKROCK FLOATING RATE INCOME TR COM$0-1,033
-100.0%
-0.01%
IVE ExitISHARES TR S&P 500 VALUE ETFs&p 500 val etf$0-100
-100.0%
-0.01%
AEM ExitAGNICO EAGLE MINES LTD COM$0-250
-100.0%
-0.01%
NXN ExitNUVEEN N Y SELECT TAX FREE INCOME PORTFOLIO SH BEN INTsh ben int$0-1,011
-100.0%
-0.01%
HNDL ExitSTRATEGY SHS NASDAQ 7 HANDL INDEX ETFns 7handl idx$0-500
-100.0%
-0.01%
EMB ExitISHARES TR JPMORGAN USD EMERGING MKTS BD ETFjpmorgan usd emg$0-127
-100.0%
-0.01%
SHY ExitISHARES TR 1-3 YR TREAS BD ETF1 3 yr treas bd$0-165
-100.0%
-0.01%
TRGP ExitTARGA RES CORP COM$0-300
-100.0%
-0.01%
IEF ExitISHARES TR BARCLAYS 7-10 YR TREAS BD ETFbarclays 7 10 yr$0-125
-100.0%
-0.01%
TLT ExitISHARES TR BARCLAYS 20 YR TREAS BD ETF20 yr tr bd etf$0-100
-100.0%
-0.01%
DPG ExitDUFF & PHELPS UTIL & INFRASTRUCTURE FD INC COM$0-1,000
-100.0%
-0.01%
ExitBATH & BODY WKS INC COM$0-200
-100.0%
-0.01%
BDJ ExitBLACKROCK ENHANCED EQUITY DIVID TR COM$0-1,300
-100.0%
-0.01%
SAP ExitSAP AE SPONSORED ADR ISIN#US8030542042spon adr$0-100
-100.0%
-0.01%
SDY ExitSPDR SER TR S&P DIVID ETFs&p divid etf$0-134
-100.0%
-0.01%
FXI ExitISHARES TR CHINA LARGE-CAP ETFchina lg-cap etf$0-400
-100.0%
-0.01%
EFG ExitISHARES TR MSCI EAFE GROWTH ETFeafe grwth etf$0-150
-100.0%
-0.01%
BOND ExitPIMCO ETF TR ACTIVE BD ETFactive bd etf$0-137
-100.0%
-0.01%
JPHY ExitJ P MORGAN EXCHANGE-TRADED FD TR HIGH YIELD RESH ENHANCED ETFhigh yld resrch$0-290
-100.0%
-0.01%
EOI ExitEATON VANCE ENHANCED EQUITY INCOME FD COM$0-900
-100.0%
-0.01%
PSLV ExitSPROTT PHYSICAL SILVER TR UNIT ISIN#CA85207K1075tr unit$0-2,000
-100.0%
-0.01%
CVM ExitCEL-SCI CORP COM PAR 0 001 NEW$0-1,500
-100.0%
-0.01%
PAWZ ExitPROSHARES TR PET CARE ETFpet care etf$0-200
-100.0%
-0.01%
ICLK ExitICLICK INTERACTIVE ASIA GROUP LTD SHS SPONSORED AMERICAN DEPOSIT SHS REPR 1/2 ISIN#US45113Y1047sponsored adr$0-3,000
-100.0%
-0.01%
VV ExitVANGUARD INDEX FDS VANGUARD LARGE-CAP ETFlarge cap etf$0-75
-100.0%
-0.01%
ETB ExitEATON VANCE TAX MANAGED BUY WRITE INCOME FD COM$0-1,000
-100.0%
-0.01%
EOD ExitWELLS FARGO GLOBAL DIVID OPPORTUNITY FD COM ISIN#US94987C1036$0-2,753
-100.0%
-0.01%
VBR ExitVANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETFsm cp val etf$0-100
-100.0%
-0.01%
RWL ExitINVESCO EXCHANGE-TRADED FD TR II INVESCO S&P 500 REVENUE ETFs&p 500 revenue$0-250
-100.0%
-0.01%
PGX ExitINVESCO EXCHANGE-TRADED FD TR II PFD ETFpfd etf$0-1,328
-100.0%
-0.01%
WY ExitWEYERHAEUSER CO COM$0-500
-100.0%
-0.01%
KSM ExitDWS STRATEGIC MUN INCOME TR NEW COM$0-1,500
-100.0%
-0.01%
GATX ExitGATX CORP COM$0-200
-100.0%
-0.01%
NOBL ExitPROSHARES TR S&P 500 DIVID ARISTOCRATS ETFs&p 500 dv arist$0-200
-100.0%
-0.01%
SNAP ExitSNAP INC CL Acl a$0-250
-100.0%
-0.01%
NUW ExitNUVEEN AMT-FREE MUN VALUE FD COM$0-1,110
-100.0%
-0.01%
USMV ExitISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETFmsci usa min vol$0-250
-100.0%
-0.01%
RBLX ExitROBLOX CORP COM CL Acl a$0-250
-100.0%
-0.01%
IDV ExitISHARES TR INTL SELECT DIVID ETF INDEX FDintl sel div etf$0-620
-100.0%
-0.01%
MPC ExitMARATHON PETE CORP COM$0-300
-100.0%
-0.01%
HEP ExitHOLLY ENERGY PARTNERS L P COM UNIT REPSTG LIMITED PARTNER$0-1,000
-100.0%
-0.01%
IQDF ExitFLEXSHARES TR INTL QUALITY DIVIDEND INDEX FDintl qltdv idx$0-720
-100.0%
-0.01%
XOUT ExitGRANITESHARES ETF TR XOUT U S LARGE CAP ETFxout us lrg cp$0-465
-100.0%
-0.01%
NEA ExitNUVEEN AMT-FREE MUN INCOME FD COM$0-1,237
-100.0%
-0.01%
PDM ExitPIEDMONT OFFICE RLTY TR INC COM CL A$0-1,044
-100.0%
-0.01%
UP ExitWHEELS UP EXPERIENCE INC CL A$0-2,780
-100.0%
-0.01%
MTUM ExitISHARES TR MSCI USA MOMENTUM FACTOR ETFmsci usa mmentm$0-115
-100.0%
-0.01%
DIA ExitSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1ut ser 1$0-60
-100.0%
-0.01%
SUSB ExitISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETFesg awre 1 5 yr$0-800
-100.0%
-0.01%
DG ExitDOLLAR GEN CORP NEW COM$0-100
-100.0%
-0.01%
ARKX ExitARK ETF TR ARK SPACE EXPL & INNOVATION ETFark space expl$0-1,050
-100.0%
-0.01%
FPE ExitFIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETFpfd secs inc etf$0-1,000
-100.0%
-0.01%
KRE ExitSPDR SER TR S&P REGL BKG ETFs&p regl bkg$0-300
-100.0%
-0.01%
XL ExitXL FLEET CORP COM$0-3,500
-100.0%
-0.01%
JFR ExitNUVEEN FLOATING RATE INCOME FD COM$0-2,000
-100.0%
-0.01%
EDIT ExitEDITAS MEDICINE INC COM$0-500
-100.0%
-0.01%
DAL ExitDELTA AIRLINES INC COM NEW$0-500
-100.0%
-0.01%
VIACA ExitVIACOMCBS INC CL Acl a$0-500
-100.0%
-0.01%
BAMR ExitBROOKFIELD ASSET MANAGEMENT REINSURANCE PARTNERS LTD REGISTERED SHS ISIN#BMG161691073cl a exch lt vtg$0-388
-100.0%
-0.01%
MYN ExitBLACKROCK MUNIYIELD N Y QUALITY FD INC COM$0-1,500
-100.0%
-0.01%
FREL ExitFIDELITY COVINGTON TR MSCI REAL ESTATE INDEX ETFmsci rl est etf$0-750
-100.0%
-0.01%
AWF ExitALLIANCEBERNSTEIN GLOBAL HIGH INCOME FD INC COM$0-2,000
-100.0%
-0.01%
CRSP ExitCRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137namen akt$0-200
-100.0%
-0.01%
NUBD ExitNUSHARES ETF TR ESG US AGGREGATE BD ETFnuveen esg us$0-900
-100.0%
-0.01%
BNY ExitBLACKROCK N Y MUN INCOME TR SH BEN INTsh ben int$0-1,504
-100.0%
-0.01%
SJM ExitSMUCKER J M CO COM NEW$0-200
-100.0%
-0.01%
IP ExitINTERNATIONAL PAPER CO COM$0-400
-100.0%
-0.01%
FQAL ExitFIDELITY COVINGTON TR QUALITY FACTOR ETFqlty fctor etf$0-500
-100.0%
-0.01%
ETX ExitEATON VANCE MUN INCOME 2028 TERM TR SHS$0-1,060
-100.0%
-0.01%
SUSC ExitISHARES TR ESG AWARE USD CORPORATE BD ETFesg awre usd etf$0-900
-100.0%
-0.01%
VCIT ExitVANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHSint-term corp$0-250
-100.0%
-0.01%
NULV ExitNUSHARES ETF TR ESG LARGE-CAP VALUE ETFnuveen esg lrgvl$0-600
-100.0%
-0.01%
ABC ExitAMERISOURCE BERGEN CORP COM$0-200
-100.0%
-0.01%
MS ExitMORGAN STANLEY COM NEW$0-250
-100.0%
-0.01%
SONY ExitSONY GROUP CORP AMERN SH NEW ISIN#US8356993076sponsored adr$0-200
-100.0%
-0.01%
IEI ExitISHARES TR 3-7 YR TREAS BD ETF3 7 yr treas bd$0-174
-100.0%
-0.01%
NXTG ExitFIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETFindxx nextg etf$0-300
-100.0%
-0.01%
MMC ExitMARSH & MCLENNAN COS INC COM$0-150
-100.0%
-0.01%
GOLD ExitBARRICK GOLD CORP COM ISIN#CA0679011084$0-1,450
-100.0%
-0.01%
ISTB ExitISHARES TR CORE 1-5 YR USD BD ETFcore 1 5 yr usd$0-507
-100.0%
-0.01%
NID ExitNUVEEN INTER DURATION MUN TERM FD COM$0-1,808
-100.0%
-0.01%
SRE ExitSEMPRA COM$0-200
-100.0%
-0.01%
XLV ExitSELECT SECTOR SPDR TR HEALTH CAREsbi healthcare$0-200
-100.0%
-0.01%
EVV ExitEATON VANCE LTD DURATION INCOME FD COM$0-2,000
-100.0%
-0.01%
ZM ExitZOOM VIDEO COMMUNICATIONS INC CL Acl a$0-100
-100.0%
-0.01%
BBN ExitBLACKROCK TAXABLE MUNI BOND TR SHS$0-1,000
-100.0%
-0.01%
SU ExitSUNCOR ENERGY INC NEW COM ISIN#CA8672241079$0-1,300
-100.0%
-0.01%
THW ExitTEKLA WORLD HEALTHCARE FD BEN INT SHS$0-1,600
-100.0%
-0.01%
FEYE ExitFIREEYE INC COM$0-1,500
-100.0%
-0.01%
QUAL ExitISHARES TR MSCI USA QUALITY FACTOR ETFmsci usa qlt fct$0-200
-100.0%
-0.01%
TD ExitTORONTO DOMINION BK ISIN#CA8911605092$0-400
-100.0%
-0.01%
EOS ExitEATON VANCE ENHANCED EQUITY INCOME FD II COM$0-1,250
-100.0%
-0.01%
ExitFLAHERTY & CRUMRINE DYNAMIC PFD & INCOME FD INC SHS$0-1,000
-100.0%
-0.01%
SNY ExitSANOFI SPONS ADR ISIN#US80105N1054sponsored adr$0-578
-100.0%
-0.01%
FCEF ExitFIRST TR EXCHANGE-TRADED FD VIII CEF INCOME OPPTY ETFcef incm oppty$0-1,100
-100.0%
-0.01%
BYRN ExitBYRNA TECHNOLOGIES INC COM NEW$0-1,300
-100.0%
-0.01%
DVY ExitISHARES TR SELECT DIVID ETF FDselect divid etf$0-250
-100.0%
-0.01%
KBWD ExitINVESCO EXCHANGE-TRADED FD TR II KBW HIGH DIVID YIELD FINL ETFkbw hig dv yld$0-1,400
-100.0%
-0.01%
USRT ExitISHARES TR CORE U S REIT ETFcre u s reit etf$0-500
-100.0%
-0.01%
FIS ExitFIDELITY NATL INFORMATION SVCS INC COM$0-230
-100.0%
-0.01%
LIN ExitLINDE PLC SH ISIN#IE00BZ12WP82$0-100
-100.0%
-0.01%
ETY ExitEATON VANCE TAX MANAGED DIVERSIFIED EQUITY INCOME FD COM$0-2,000
-100.0%
-0.01%
PBCT ExitPEOPLES UTD FINL INC COM$0-1,681
-100.0%
-0.01%
NEAR ExitISHARES U S ETF TR BLACKROCK SHORT MATURITY BD ETFblackrock st mat$0-572
-100.0%
-0.01%
PTBD ExitPACER FDS TR TRENDPILOT U S BD ETFtrendpilot us bd$0-1,060
-100.0%
-0.01%
UTF ExitCOHEN & STEERS INFRASTRUCTURE FD INC COM$0-1,000
-100.0%
-0.01%
CARA ExitCARA THERAPEUTICS INC COM$0-1,900
-100.0%
-0.01%
GIS ExitGENERAL MILLS INC COM$0-500
-100.0%
-0.01%
EPD ExitENTERPRISE PRODS PARTNERS L P COM UNIT$0-1,300
-100.0%
-0.01%
UPST ExitUPSTART HLDGS INC COM$0-100
-100.0%
-0.01%
JBLU ExitJETBLUE AIRWAYS CORP COM$0-2,100
-100.0%
-0.01%
TJX ExitTJX COS INC NEW COM$0-500
-100.0%
-0.01%
ELAN ExitELANCO ANIMAL HEALTH INC COM$0-1,000
-100.0%
-0.01%
IBB ExitISHARES TR BIOTECHNOLOGY ETFishares biotech$0-200
-100.0%
-0.01%
NEM ExitNEWMONT CORP COM$0-600
-100.0%
-0.01%
FDG ExitAMERICAN CENTY ETF TR FOCUSED DYNAMIC GROWTH ETFfocused dynamic$0-400
-100.0%
-0.01%
SOFI ExitSOFI TECHNOLOGIES INC COM$0-2,000
-100.0%
-0.01%
KKR ExitKKR & CO INC COM STK$0-500
-100.0%
-0.01%
LUV ExitSOUTHWEST AIRLS CO COM$0-600
-100.0%
-0.01%
HPI ExitHANCOCK JOHN PFD INCOME FD SH BEN INTsh ben int$0-1,455
-100.0%
-0.01%
ESG ExitFLEXSHARES TR STOXX US ESG IMPACT INDEX FDstox us esg slct$0-300
-100.0%
-0.01%
VGM ExitINVESCO TR INVT GRAD MUNS COM$0-2,285
-100.0%
-0.01%
TRV ExitTRAVELERS COS INC COM$0-200
-100.0%
-0.01%
GLP ExitGLOBAL PARTNERS LP COM UNIT REPSTG LTD PARTNER INT$0-1,600
-100.0%
-0.01%
TOL ExitTOLL BROS INC$0-600
-100.0%
-0.01%
TAK ExitTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR ISIN#US8740602052sponsored ads$0-2,016
-100.0%
-0.01%
NUSC ExitNUSHARES ETF TR ESG SM-CAP ETFnuveen esg smlcp$0-795
-100.0%
-0.01%
XLC ExitSELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD$0-435
-100.0%
-0.01%
HRTG ExitHERITAGE INS HLDGS INC COM$0-5,000
-100.0%
-0.01%
TT ExitTRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967$0-200
-100.0%
-0.01%
WDC ExitWESTERN DIGITAL CORP COM$0-600
-100.0%
-0.01%
FUTY ExitFIDELITY COVINGTON TR MSCI UTILS INDEX ETFmsci utils index$0-850
-100.0%
-0.01%
PAYX ExitPAYCHEX INC COM$0-300
-100.0%
-0.01%
AIG ExitAMERICAN INTL GROUP INC COM NEW$0-650
-100.0%
-0.01%
FISV ExitFISERV INC COM$0-350
-100.0%
-0.01%
BAR ExitGRANITESHARES GOLD TR SHS BEN INT$0-2,030
-100.0%
-0.01%
WTRG ExitESSENTIAL UTILS INC COM$0-800
-100.0%
-0.01%
ULTA ExitULTA SALON COSMETICS & FRAGRANCE INC$0-100
-100.0%
-0.01%
LQD ExitISHARES TR IBOXX USD INVT GRADE CORP BD ETFiboxx inv cp etf$0-285
-100.0%
-0.01%
SPYD ExitSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFprtflo s&p500 hi$0-900
-100.0%
-0.01%
VTRS ExitVIATRIS INC COM$0-2,604
-100.0%
-0.01%
JHB ExitNUVEEN CORP INCOME NOVEMBER 2021 TARGET TERM FD COM$0-4,000
-100.0%
-0.01%
AJRD ExitAEROJET ROCKETDYNE HLDGS INC COM$0-850
-100.0%
-0.01%
CE ExitCELANESE CORP DEL COM$0-245
-100.0%
-0.01%
NEP ExitNEXTERA ENERGY PARTNERS LP COM UNIT LTD PARTNERSHIP INT$0-500
-100.0%
-0.01%
HPS ExitHANCOCK JOHN PFD INCOME FD III COM$0-1,986
-100.0%
-0.01%
CNK ExitCINEMARK HLDGS INC COM$0-2,000
-100.0%
-0.02%
NVS ExitNOVARTIS AG SPONSORED ADRsponsored adr$0-481
-100.0%
-0.02%
EVN ExitEATON VANCE MUN INCOME TR SH BEN INTsh ben int$0-2,806
-100.0%
-0.02%
NTR ExitNUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086$0-600
-100.0%
-0.02%
GWW ExitGRAINGER W W INC COM$0-100
-100.0%
-0.02%
PCI ExitPIMCO DYNAMIC CR & MTG INCOME FD COM SHS$0-1,800
-100.0%
-0.02%
BNDX ExitVANGUARD CHARLOTTE FDS TOTAL INTL BD ETFtotal int bd etf$0-695
-100.0%
-0.02%
LOW ExitLOWES COS INC COM$0-195
-100.0%
-0.02%
VIAC ExitVIACOMCBS INC CL Bcl b$0-1,000
-100.0%
-0.02%
OSTK ExitOVERSTOCK COM INC DEL COM$0-500
-100.0%
-0.02%
CSX ExitCSX CORP COM$0-1,290
-100.0%
-0.02%
JPUS ExitJ P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURNjpmorgan diver$0-400
-100.0%
-0.02%
FPXI ExitFIRST TR EXCHANGE-TRADED FD II INTL EQUITY OPPORTUNITIES ETFintl equity opp$0-670
-100.0%
-0.02%
TWN ExitTAIWAN FD INC COM$0-1,200
-100.0%
-0.02%
EA ExitELECTRONIC ARTS INC COM$0-300
-100.0%
-0.02%
IRT ExitINDEPENDENCE RLTY TR INC COM$0-2,066
-100.0%
-0.02%
XLK ExitSELECT SECTOR SPDR TR TECHNOLOGYtechnology$0-285
-100.0%
-0.02%
NVTA ExitINVITAE CORP COM$0-1,500
-100.0%
-0.02%
ZBH ExitZIMMER BIOMET HLDGS INC COM$0-280
-100.0%
-0.02%
WST ExitWEST PHARMACEUTICAL SVCS INC COM$0-100
-100.0%
-0.02%
ATUS ExitALTICE USA INC CL Acl a$0-2,000
-100.0%
-0.02%
NLY ExitANNALY CAP MGMT INC COM$0-4,812
-100.0%
-0.02%
SCHP ExitSCHWAB STRATEGIC TR US TIPS ETFus tips etf$0-700
-100.0%
-0.02%
NBB ExitNUVEEN TAXABLE MUNICIPAL INCOME FD COM$0-1,925
-100.0%
-0.02%
NZF ExitNUVEEN MUN CR INCOME FD COM$0-2,676
-100.0%
-0.02%
NUMG ExitNUSHARES ETF TR ESG MID-CAP GROWTH ETFnuveen esg midcp$0-800
-100.0%
-0.02%
KTF ExitDWS MUN INCOME TR NEW COM$0-3,659
-100.0%
-0.02%
PFF ExitISHARES TR PFD & INCOME SECS ETFpfd and incm sec$0-1,151
-100.0%
-0.02%
TCHP ExitT ROWE PRICE EXCHANGE TRADED FDS INC BLUE CHIP GROWTH ETFprice blue chip$0-1,400
-100.0%
-0.02%
AFB ExitALLIANCEBERNSTEIN NATL MUN INCOME FD INC$0-3,000
-100.0%
-0.02%
TSM ExitTAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003sponsored ads$0-400
-100.0%
-0.02%
PTON ExitPELOTON INTERACTIVE INC CL A COM$0-521
-100.0%
-0.02%
FCX ExitFREEPORT-MCMORAN INC CL Bcl b$0-1,400
-100.0%
-0.02%
SPOT ExitSPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911$0-200
-100.0%
-0.02%
BWXT ExitBWX TECHNOLOGIES INC COM$0-885
-100.0%
-0.02%
UBER ExitUBER TECHNOLOGIES INC COM$0-1,050
-100.0%
-0.02%
CG ExitCARLYLE GROUP INC COM$0-1,000
-100.0%
-0.02%
CMI ExitCUMMINS INC$0-208
-100.0%
-0.02%
BKR ExitBAKER HUGHES CO CL Acl a$0-2,000
-100.0%
-0.02%
IWV ExitISHARES TR RUSSELL 3000 ETFrussell 3000 etf$0-200
-100.0%
-0.02%
IOVA ExitIOVANCE BIOTHERAPEUTICS INC COM$0-2,000
-100.0%
-0.02%
MDY ExitSPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTutser1 s&pdcrp$0-100
-100.0%
-0.02%
NFBK ExitNORTHFIELD BANCORP INC DEL COM$0-2,961
-100.0%
-0.02%
GPM ExitGUGGENHEIM ENHANCED EQUITY INCOME FD COM$0-5,215
-100.0%
-0.02%
USFR ExitWISDOMTREE TR FLTG RATE TREAS FDfloatng rat trea$0-2,000
-100.0%
-0.02%
DXC ExitDXC TECHNOLOGY CO COM$0-1,500
-100.0%
-0.02%
BAX ExitBAXTER INTL INC COM$0-600
-100.0%
-0.02%
GUNR ExitFLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FDmornstar upstr$0-1,425
-100.0%
-0.02%
VNO ExitVORNADO RLTY TR COMsh ben int$0-1,250
-100.0%
-0.02%
TXN ExitTEXAS INSTRUMENTS INC$0-269
-100.0%
-0.02%
HPQ ExitHP INC COM$0-1,932
-100.0%
-0.02%
DOCU ExitDOCUSIGN INC COM$0-200
-100.0%
-0.02%
QS ExitQUANTUMSCAPE CORP CL A$0-2,100
-100.0%
-0.02%
HUM ExitHUMANA INC COM$0-140
-100.0%
-0.02%
VNQ ExitVANGUARD INDEX FDS REAL ESTATE INDEX FD ETFreal estate etf$0-543
-100.0%
-0.02%
IVV ExitISHARES TR CORE S&P 500 ETFcore s&p500 etf$0-129
-100.0%
-0.02%
MDIV ExitFIRST TR EXCHANGE-TRADED FD VI MULTI-ASSET DIVERSIFIED INCOME INDEX FDmulti asset di$0-3,250
-100.0%
-0.02%
ARKG ExitARK ETF TR GENOMIC REVOLUTION MULTI SECTOR ETFgenomic rev etf$0-745
-100.0%
-0.02%
PPL ExitPPL CORP COM$0-2,000
-100.0%
-0.02%
VHT ExitVANGUARD WORLD FDS VANGUARD HEALTH CARE ETFhealth car etf$0-215
-100.0%
-0.02%
BOTZ ExitGLOBAL X FDS ROBOTICS & ARTIFICIAL INTELLIGENCE ETFrbtcs artfl inte$0-1,500
-100.0%
-0.02%
PSX ExitPHILLIPS 66 COM$0-800
-100.0%
-0.02%
AOS ExitSMITH A O CORP COMMON$0-930
-100.0%
-0.02%
MDT ExitMEDTRONIC PLC SHS ISIN#IE00BTN1Y115$0-450
-100.0%
-0.02%
IVZ ExitINVESCO LTD ORD SHS ISIN#BMG491BT11088$0-2,400
-100.0%
-0.02%
MRNA ExitMODERNA INC COM$0-150
-100.0%
-0.02%
JPI ExitNUVEEN PREFERRED AND INCOME TERM FUND COM$0-2,280
-100.0%
-0.02%
VLUE ExitISHARES TR MSCI USA VALUE FACTOR ETFmsci usa value$0-570
-100.0%
-0.02%
IQDY ExitFLEXSHARES TR INTL QUALITY DIVIDEND DYNAMIC INDEX FDint qltdvdynam$0-2,000
-100.0%
-0.02%
DGS ExitWISDOMTREE TR EMERGING MKTS SMALL CAPemg mkts smcap$0-1,100
-100.0%
-0.02%
SNOW ExitSNOWFLAKE INC CL Acl a$0-200
-100.0%
-0.02%
JBL ExitJABIL INC COM$0-1,000
-100.0%
-0.02%
ExitCARIBOU BIOSCIENCES INC COM$0-2,550
-100.0%
-0.02%
MAR ExitMARRIOTT INTL INC NEW CL Acl a$0-400
-100.0%
-0.02%
ExitGOLDMAN SACHS ETF TR GOLDMAN SACHS FUTURE PLANET EQUITY ETFfuture$0-1,515
-100.0%
-0.02%
ExitGXO LOGISTICS INC COM$0-750
-100.0%
-0.02%
XPO ExitXPO LOGISTICS INC COM$0-750
-100.0%
-0.02%
MLI ExitMUELLER INDS INC COM$0-1,500
-100.0%
-0.02%
FVD ExitFIRST TR VALUE LINE DIVID INDEX FD SHS$0-1,602
-100.0%
-0.02%
LAZR ExitLUMINAR TECH INC COM CL A$0-4,000
-100.0%
-0.02%
THQ ExitTEKLA HEALTHCARE OPPORTUNITIES FD SHS BEN INT$0-2,750
-100.0%
-0.02%
H ExitHYATT HOTELS CORP COM CL A$0-800
-100.0%
-0.02%
WAB ExitWABTEC COM$0-756
-100.0%
-0.02%
WMB ExitWILLIAMS COS INC COM$0-2,500
-100.0%
-0.02%
TTE ExitTOTALENERGIES SE SPONS ADR ISIN#US89151E1091sponsored ads$0-1,353
-100.0%
-0.02%
OTIS ExitOTIS WORLDWIDE CORP COM$0-800
-100.0%
-0.02%
SO ExitSOUTHERN CO COM$0-1,100
-100.0%
-0.03%
CMA ExitCOMERICA INC COM$0-850
-100.0%
-0.03%
SCHD ExitSCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFus dividend eq$0-900
-100.0%
-0.03%
NCLH ExitNORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211046$0-2,500
-100.0%
-0.03%
IFF ExitINTL FLAVORS & FRAGRANCES INC$0-526
-100.0%
-0.03%
VTN ExitINVESCO TR INVT GRAD NEW YORK MUNS COM$0-5,235
-100.0%
-0.03%
XLRE ExitSELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR SPDR FDrl est sel sec$0-1,565
-100.0%
-0.03%
SWAV ExitSHOCKWAVE MED INC COM$0-350
-100.0%
-0.03%
FDL ExitFIRST TR MORNINGSTAR DIVID LEADERS INDEX FD SHS$0-2,250
-100.0%
-0.03%
SNSR ExitGLOBAL X FDS INTERNET OF THINGS THEMATIC ETFinternet of thng$0-2,000
-100.0%
-0.03%
BCE ExitBCE INC COM NEW ISIN#CA05534B7604 SHS$0-1,475
-100.0%
-0.03%
SYF ExitSYNCHRONY FINL COM$0-1,500
-100.0%
-0.03%
TPL ExitTEXAS PAC LD CORP COM$0-60
-100.0%
-0.03%
ALL ExitALLSTATE CORP COM$0-570
-100.0%
-0.03%
MBB ExitISHARES TR MBS ETFmbs etf$0-659
-100.0%
-0.03%
RF ExitREGIONS FINL CORP NEW COM$0-3,500
-100.0%
-0.03%
OXY ExitOCCIDENTAL PETE CORP COM$0-2,530
-100.0%
-0.03%
EFAV ExitISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETFmsci eafe min vl$0-1,000
-100.0%
-0.03%
ASML ExitASML HLDG N V N Y REGISTRY SHS NEW 2012$0-100
-100.0%
-0.03%
CEF ExitSPROTT PHYSICAL GOLD & SILVER TR TR UNIT ISIN#CA85208R1010tr unit$0-4,500
-100.0%
-0.03%
TGNA ExitTEGNA INC COM SHS$0-4,000
-100.0%
-0.03%
HDB ExitHDFC BK LTD ADR REPSTG 3 SHSsponsored ads$0-1,050
-100.0%
-0.03%
LIT ExitGLOBAL X LITHIUM AND BATTERY ETFlithium btry etf$0-950
-100.0%
-0.03%
MDU ExitMDU RES GROUP INC COM$0-2,600
-100.0%
-0.03%
DHR ExitDANAHER CORP COM$0-250
-100.0%
-0.03%
MET ExitMETLIFE INC COM$0-1,256
-100.0%
-0.03%
KNX ExitKNIGHT-SWIFT TRANSN HLDGS INC CL Acl a$0-1,500
-100.0%
-0.03%
TFC ExitTRUIST FINL CORP COM$0-1,343
-100.0%
-0.03%
DMF ExitBNY MELLON MUN INCOME INC COM$0-8,340
-100.0%
-0.03%
RY ExitROYAL BK CDA MONTREAL QUE ISIN# CA7800871021$0-810
-100.0%
-0.03%
PMO ExitPUTNAM MUNICIPAL OPPORTUNITIES TRUST SBIsh ben int$0-5,800
-100.0%
-0.03%
PKG ExitPACKAGING CORP AMER COM$0-590
-100.0%
-0.03%
JPC ExitNUVEEN PFD & INCOME OPPORTUNITIES FD COM$0-8,452
-100.0%
-0.03%
NIO ExitNIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V1061spon ads$0-2,300
-100.0%
-0.03%
NOMD ExitNOMAD FOODS LTD SHS ISIN#VGG6564A1057$0-3,000
-100.0%
-0.03%
DDD Exit3D SYS CORP DEL COM NEW$0-3,000
-100.0%
-0.03%
COP ExitCONOCOPHILLIPS COM$0-1,221
-100.0%
-0.03%
SYLD ExitCAMBRIA ETF TR SHAREHOLDER YIELD ETF$0-1,465
-100.0%
-0.03%
MVF ExitBLACKROCK MUNIVEST FD INC COM$0-9,250
-100.0%
-0.03%
HOLX ExitHOLOGIC INC COM$0-1,200
-100.0%
-0.03%
STM ExitSTMICROELECTRONICS NV SHS N Y REGISTRYny registry$0-2,000
-100.0%
-0.03%
APLE ExitAPPLE HOSPITALITY REIT INC COM NEW$0-5,595
-100.0%
-0.03%
VOO ExitVANGUARD INDEX FDS S&P 500 ETF SHS NEW$0-228
-100.0%
-0.04%
LITE ExitLUMENTUM HLDGS INC COM$0-1,100
-100.0%
-0.04%
NVG ExitNUVEEN MUNICIPAL CREDIT INCOME FUND$0-5,195
-100.0%
-0.04%
ABNB ExitAIRBNB INC CL A COM$0-550
-100.0%
-0.04%
XLU ExitSELECT SECTOR SPDR TR UTILSsbi int-utils$0-1,450
-100.0%
-0.04%
GENI ExitGENIUS SPORTS LIMITED REGISTERED SHS ISIN#GG00BMF1JR16shares cl a$0-5,000
-100.0%
-0.04%
PFFD ExitGLOBAL X FDS U S PFD ETFus pfd etf$0-3,635
-100.0%
-0.04%
VTI ExitVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFtotal stk mkt$0-425
-100.0%
-0.04%
CXP ExitCOLUMBIA PPTY TR INC COM NEW$0-5,045
-100.0%
-0.04%
CMG ExitCHIPOTLE MEXICAN GRILL INC COM$0-52
-100.0%
-0.04%
JAGG ExitJ P MORGAN EXCHANGE-TRADED FD TR U S AGGREGATE BD ETF NEWus aggregate etf$0-1,802
-100.0%
-0.04%
VKQ ExitINVESCO MUN TR COM$0-7,293
-100.0%
-0.04%
DIAL ExitCOLUMBIA ETF TR I DIVERSIFIED FXD INCOME ALLOCATION ETFdiversifid fxd$0-4,600
-100.0%
-0.04%
HTD ExitHANCOCK JOHN TAX ADVANTAGED DIVID FD COM$0-4,273
-100.0%
-0.04%
ALK ExitALASKA AIR GROUP INC COM$0-1,700
-100.0%
-0.04%
CARR ExitCARRIER GLOBAL CORP COM$0-1,967
-100.0%
-0.04%
HES ExitHESS CORP COM$0-1,300
-100.0%
-0.04%
HSY ExitHERSHEY CO COM$0-590
-100.0%
-0.04%
JTD ExitNUVEEN TAX ADVANTAGED DIVIDEND GROWTH FD COM$0-6,458
-100.0%
-0.04%
BIV ExitVANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETFintermed term$0-1,169
-100.0%
-0.04%
IDA ExitIDACORP INC COM$0-1,000
-100.0%
-0.04%
PYN ExitPIMCO NEW YORK MUN INCOME FD III COM$0-9,959
-100.0%
-0.04%
TWTR ExitTWITTER INC COM$0-1,800
-100.0%
-0.04%
FDX ExitFEDEX CORP COM$0-500
-100.0%
-0.04%
BIDU ExitBAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085spon adr rep a$0-700
-100.0%
-0.04%
HACK ExitETF MANAGERS TR ETFMG PRIME CYBER SEC ETFprime cybr scrty$0-1,800
-100.0%
-0.04%
CTVA ExitCORTEVA INC COM$0-2,655
-100.0%
-0.04%
FDVV ExitFIDELITY COVINGTON TR HIGH DIVID ETFhigh divid etf$0-3,000
-100.0%
-0.04%
JPSE ExitJ P MORGAN EXCHANGE-TRADED FD TR DIVERSIFIED RETURN US SMALL CAP ETFdiversfd eqt etf$0-2,565
-100.0%
-0.04%
CFG ExitCITIZENS FINL GROUP INC COM$0-2,400
-100.0%
-0.04%
OGN ExitORGANON & CO COM$0-3,428
-100.0%
-0.04%
NTLA ExitINTELLIA THERAPEUTICS INC COM$0-850
-100.0%
-0.04%
VOT ExitVANGUARD INDEX FDS MID-CAP GROWTH ETFmcap gr idxvip$0-485
-100.0%
-0.04%
SPY ExitSPDR S&P 500 ETF TR TR UNITtr unit$0-266
-100.0%
-0.04%
ARWR ExitARROWHEAD PHARMACEUTICALS INC COM$0-1,800
-100.0%
-0.04%
HPE ExitHEWLETT PACKARD ENTERPRISE CO COM$0-8,200
-100.0%
-0.04%
SPLV ExitINVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETFs&p500 low vol$0-1,900
-100.0%
-0.04%
SRVR ExitPACER FDS TR BENCHMARK DATA & INFRASTRUCTURE REAL ESTATEbnchmrk infra$0-3,000
-100.0%
-0.04%
FIW ExitFIRST TR EXCHANGE TRADED FD WTR ETFwtr etf$0-1,380
-100.0%
-0.05%
IQDG ExitWISDOMTREE TR INTL QUALITY DIVID GROWTH FDintl qulty div$0-3,125
-100.0%
-0.05%
DUK ExitDUKE ENERGY CORP NEW COM NEW$0-1,228
-100.0%
-0.05%
NAD ExitNUVEEN QUALITY MUN INCOME FD COM$0-7,829
-100.0%
-0.05%
XYLD ExitGLOBAL X FDS S&P 500 COVERED CALL ETFs&p 500 covered$0-2,500
-100.0%
-0.05%
UPS ExitUNITED PARCEL SVC INC CL Bcl b$0-684
-100.0%
-0.05%
PALC ExitPACER FDS TR LUNT LARGE CAP MULTI FACTOR ALTERNATOR ETFlunt lrgcp multi$0-3,216
-100.0%
-0.05%
ESGU ExitISHARES TR ESG AWARE MSCI UAS ETFesg awr msci usa$0-1,286
-100.0%
-0.05%
PNC ExitPNC FINL SVCS GROUP INC COM$0-661
-100.0%
-0.05%
MMM Exit3M CO COM$0-737
-100.0%
-0.05%
CLX ExitCLOROX CO COM$0-800
-100.0%
-0.05%
VB ExitVANGUARD INDEX FDS VANGUARD SMALL-CAP ETFsmall cp etf$0-595
-100.0%
-0.05%
BSV ExitVANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETFshort trm bond$0-1,625
-100.0%
-0.05%
WRK ExitWESTROCK CO COM$0-2,750
-100.0%
-0.05%
HEDJ ExitWISDOMTREE TR EUROPE HEDGED EQUITY FDeurope hedged eq$0-1,800
-100.0%
-0.05%
NMT ExitNUVEEN MASS QUALITY MUNICIPAL INCOME FD$0-9,085
-100.0%
-0.05%
OMFS ExitINVESCO EXCHANGE-TRADED SELF - INDEXED FD TR INVESCO RUSSELL 2000 MULTIFACTOR ETFrusl 2000 dynm$0-3,595
-100.0%
-0.06%
DKNG ExitDRAFTKINGS INC CL A$0-2,950
-100.0%
-0.06%
LMBS ExitFIRST TR LOW DURATION OPPORTUNITIES ETFfst low oppt eft$0-2,900
-100.0%
-0.06%
D ExitDOMINION ENERGY INC COM$0-2,000
-100.0%
-0.06%
PSA ExitPUBLIC STORAGE COM$0-500
-100.0%
-0.06%
AMGN ExitAMGEN INC COM$0-732
-100.0%
-0.06%
QUS ExitSPDR SER TR MSCI USA QUALITY STRATEGICFACTORS ETFmsci usa strtgic$0-1,300
-100.0%
-0.06%
SRLN ExitSSGA ACTIVE ETF TR SPDR BLACKSTONE SR LN ETFblackstone senr$0-3,355
-100.0%
-0.06%
GEM ExitGOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTS EQUITY ETFactivebeta eme$0-4,284
-100.0%
-0.06%
EMQQ ExitEXCHANGE TRADED CONCEPTS TR EMQQ EMERGING MKTS INTERNET & ECOMMERCE ETFemqq em intern$0-3,190
-100.0%
-0.06%
TIP ExitISHARES TR TIPS BD ETFtips bd etf$0-1,233
-100.0%
-0.06%
J ExitJACOBS ENGR GROUP INC COM$0-1,200
-100.0%
-0.06%
WSM ExitWILLIAMS SONOMA INC COM$0-900
-100.0%
-0.06%
CAH ExitCARDINAL HEALTH INC COM$0-3,350
-100.0%
-0.06%
JMST ExitJ P MORGAN EXCHANGE-TRADED FD TR ULTRA SHORT MUN INCOME ETFultra sht muncpl$0-3,300
-100.0%
-0.06%
WYNN ExitWYNN RESORTS LTD COM$0-1,975
-100.0%
-0.06%
IHDG ExitWISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FDitl hdg qtly div$0-3,942
-100.0%
-0.07%
MLPA ExitGLOBAL X FDS MLP ETF NEWglbl x mlp etf$0-5,000
-100.0%
-0.07%
MDLZ ExitMONDELEZ INTL INC CL Acl a$0-3,000
-100.0%
-0.07%
KEY ExitKEYCORP NEW COM$0-8,200
-100.0%
-0.07%
IDHQ ExitINVESCO EXCHANGE-TRADED FD TR II S&P INTL DEV QUALITY ETFs&p intl qulty$0-5,885
-100.0%
-0.07%
KHC ExitKRAFT HEINZ CO COM$0-4,900
-100.0%
-0.07%
TGT ExitTARGET CORP COM$0-821
-100.0%
-0.07%
KR ExitKROGER CO COM$0-4,650
-100.0%
-0.07%
GM ExitGENERAL MTRS CO COM$0-3,630
-100.0%
-0.07%
VOD ExitVODAFONE GROUP PLC NEW SPONSORED ADR NO PARsponsored adr$0-12,916
-100.0%
-0.08%
PSTH ExitPERSHING SQUARE TONTINE HLDGS LTD CL A$0-10,000
-100.0%
-0.08%
PLTR ExitPALANTIR TECHNOLOGIES INC CL Acl a$0-8,750
-100.0%
-0.08%
BABA ExitALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027sponsored ads$0-1,475
-100.0%
-0.08%
U ExitUNITY SOFTWARE INC COM$0-1,750
-100.0%
-0.09%
PWR ExitQUANTA SVCS INC COM$0-2,000
-100.0%
-0.09%
LMRK ExitLANDMARK INFRASTRUCTURE PARTNERS LP COM UNIT LTD PARTNER INT$0-14,000
-100.0%
-0.09%
JCI ExitJOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619$0-4,600
-100.0%
-0.12%
ENTR ExitENTREPRENEURSHARES SER TR ERSHARES ENTREPRENEURS ETFershares$0-26,245
-100.0%
-0.25%
ERSX ExitENTREPRENEURSHARES SER TR ERSHARES NEXTGEN ENTREPRENEURS ETFershares nextgen$0-30,935
-100.0%
-0.28%
ATVI ExitACTIVISION BLIZZARD INC COM$0-16,005
-100.0%
-0.48%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-20
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM9Q3 20235.6%
MICROSOFT CORP COM9Q3 20234.3%
MASTERCARD INCORPORATED9Q3 20232.6%
VISA INC COM CL A9Q3 20232.5%
ABBVIE INC COM9Q3 20232.3%
BROOKFIELD INFRASTRUCTURE PARTNERS LP LTD PARTNERSHIP INT UNIT ISINBMG1625210149Q3 20232.1%
JP MORGAN CHASE & CO COM ISIN#US46625H10059Q3 20231.7%
NIKE INC CL B9Q3 20232.0%
HOME DEPOT INC COM9Q3 20231.6%
NVIDIA CORPORATION9Q3 20232.0%

View Herold Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-02
13F-HR2023-11-08
13F-HR2023-07-17
13F-HR2023-04-19
13F-HR2023-02-14
13F-HR2022-11-08
13F-HR2022-07-15
13F-HR2022-05-09
13F-HR2022-01-20
13F-HR2021-11-03

View Herold Advisors, Inc.'s complete filings history.

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