$915 Thousand is the total value of Washington Trust Advisors, Inc.'s 1002 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 17.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $47,296,449 | -11.0% | 364,015 | -5.3% | 5.17% | +3.9% |
| PWR | Sell | QUANTA SVCS INC | $42,966,704 | +6.5% | 301,521 | -4.8% | 4.70% | +24.3% |
| V | Sell | VISA INC | $33,721,531 | +12.7% | 162,310 | -3.6% | 3.68% | +31.6% |
| DE | Sell | DEERE & CO | $32,785,133 | +23.4% | 76,465 | -3.9% | 3.58% | +44.1% |
| IQV | Sell | IQVIA HLDGS INC | $30,919,130 | +9.2% | 150,906 | -3.5% | 3.38% | +27.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $28,485,258 | -13.6% | 321,033 | -6.4% | 3.11% | +0.8% |
| RMD | Sell | RESMED INC | $27,261,908 | -6.7% | 130,985 | -2.2% | 2.98% | +8.8% |
| PEP | Sell | PEPSICO INC | $25,402,721 | +6.9% | 140,611 | -3.4% | 2.78% | +24.8% |
| BDX | Buy | BECTON DICKINSON & CO | $24,393,473 | +14.1% | 95,924 | +0.0% | 2.67% | +33.2% |
| PANW | Sell | PALO ALTO NETWORKS INC | $23,936,412 | -18.6% | 171,538 | -4.5% | 2.62% | -5.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $23,928,938 | +1.7% | 33,166 | -2.9% | 2.62% | +18.7% |
| Sell | JACOBS SOLUTIONS INC | $22,070,787 | +7.4% | 183,816 | -3.0% | 2.41% | +25.4% | |
| SBUX | Sell | STARBUCKS CORP | $21,790,867 | +13.7% | 219,666 | -3.4% | 2.38% | +32.8% |
| APD | Sell | AIR PRODS & CHEMS INC | $21,311,864 | +28.8% | 69,136 | -2.8% | 2.33% | +50.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $20,750,608 | +5.9% | 119,366 | -1.6% | 2.27% | +23.7% |
| AMZN | Sell | AMAZON COM INC | $20,246,100 | -29.8% | 241,025 | -5.5% | 2.21% | -18.0% |
| BKNG | Sell | BOOKING HOLDINGS INC | $18,429,735 | +20.6% | 9,145 | -1.7% | 2.01% | +40.7% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $17,661,173 | -65.5% | 330,486 | -69.2% | 1.93% | -59.7% |
| NKE | Sell | NIKE INCcl b | $15,894,990 | +36.7% | 135,843 | -2.9% | 1.74% | +59.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $15,411,664 | -5.2% | 174,676 | +2.8% | 1.68% | +10.6% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $14,368,960 | -5.1% | 56,039 | -3.0% | 1.57% | +10.7% |
| DIS | Sell | DISNEY WALT CO | $13,419,267 | -10.6% | 154,457 | -2.9% | 1.47% | +4.5% |
| GMED | Sell | GLOBUS MED INCcl a | $13,122,098 | +20.4% | 176,681 | -3.4% | 1.43% | +40.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $12,501,646 | -2.2% | 59,009 | -0.9% | 1.37% | +14.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $12,396,768 | -18.9% | 174,063 | -2.0% | 1.36% | -5.3% |
| FB | Sell | META PLATFORMS INCcl a | $11,391,094 | -15.2% | 94,658 | -4.3% | 1.24% | -1.0% |
| XOM | Sell | EXXON MOBIL CORP | $9,890,380 | +25.9% | 89,668 | -0.3% | 1.08% | +47.1% |
| APTV | Sell | APTIV PLC | $9,407,154 | +17.2% | 101,011 | -1.5% | 1.03% | +36.9% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $9,268,229 | -5.0% | 336,537 | +12.7% | 1.01% | +10.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $8,985,005 | +3.4% | 50,863 | -4.4% | 0.98% | +20.8% |
| INVH | Sell | INVITATION HOMES INC | $8,896,920 | -16.7% | 300,166 | -5.1% | 0.97% | -2.8% |
| UBER | Sell | UBER TECHNOLOGIES INC | $8,329,706 | -8.1% | 336,826 | -1.6% | 0.91% | +7.2% |
| VOO | Sell | VANGUARD INDEX FDS | $7,630,082 | -44.6% | 21,717 | -48.3% | 0.83% | -35.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $7,577,406 | -61.9% | 53,982 | -66.5% | 0.83% | -55.5% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $7,309,309 | -65.7% | 251,438 | -70.3% | 0.80% | -59.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $7,036,040 | -52.0% | 33,016 | -51.8% | 0.77% | -44.0% |
| SPLK | Sell | SPLUNK INC | $6,786,647 | +6.9% | 78,832 | -6.6% | 0.74% | +24.9% |
| ECL | Sell | ECOLAB INC | $6,586,008 | -1.6% | 45,246 | -2.4% | 0.72% | +14.8% |
| VEEV | Sell | VEEVA SYS INC | $6,468,272 | -7.6% | 40,081 | -5.6% | 0.71% | +7.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $6,399,181 | +36.3% | 24,116 | -3.7% | 0.70% | +59.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $6,330,214 | -1.1% | 16,553 | -7.6% | 0.69% | +15.5% |
| MSGE | Sell | MADISON SQUARE GRDN ENTERTNMcl a | $6,263,871 | -24.2% | 139,290 | -25.7% | 0.68% | -11.5% |
| MSFT | Sell | MICROSOFT CORP | $6,067,660 | -18.2% | 25,301 | -20.5% | 0.66% | -4.5% |
| DEO | Sell | DIAGEO PLCspon adr new | $5,664,838 | +1.5% | 31,791 | -3.3% | 0.62% | +18.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $5,449,664 | -1.0% | 73,042 | +9.7% | 0.60% | +15.7% |
| KMI | Sell | KINDER MORGAN INC DEL | $5,423,634 | +7.7% | 299,980 | -0.9% | 0.59% | +25.9% |
| MTN | Sell | VAIL RESORTS INC | $5,345,237 | +8.1% | 22,426 | -2.2% | 0.58% | +26.1% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $5,242,971 | -61.2% | 105,940 | -62.3% | 0.57% | -54.7% |
| AY | Sell | ATLANTICA SUSTAINABLE INFR P | $5,172,282 | -7.5% | 199,702 | -6.1% | 0.56% | +8.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $5,070,309 | -18.4% | 68,862 | -20.9% | 0.55% | -4.8% |
| ILMN | Sell | ILLUMINA INC | $4,859,473 | +1.6% | 24,033 | -4.1% | 0.53% | +18.5% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $4,573,368 | -6.8% | 88,306 | -6.8% | 0.50% | +8.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,441,534 | +21.2% | 33,121 | -5.5% | 0.48% | +41.4% |
| NVDA | Sell | NVIDIA CORPORATION | $4,333,197 | +11.1% | 29,651 | -7.7% | 0.47% | +29.9% |
| WMT | Sell | WALMART INC | $4,257,670 | +6.1% | 30,028 | -3.0% | 0.46% | +23.7% |
| KO | Sell | COCA COLA CO | $4,225,574 | +5.9% | 66,429 | -6.7% | 0.46% | +23.5% |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,441,017 | +5.6% | 14,406 | 0.0% | 0.38% | +23.3% | |
| ABT | Sell | ABBOTT LABS | $3,210,259 | +11.8% | 29,240 | -1.5% | 0.35% | +30.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,177,979 | +18.0% | 22,556 | -0.5% | 0.35% | +37.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,125,595 | +16.0% | 20,623 | -3.3% | 0.34% | +35.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,129,016 | -26.3% | 16,366 | -30.8% | 0.34% | -13.9% |
| CSCO | Sell | CISCO SYS INC | $2,935,005 | +14.8% | 61,608 | -3.6% | 0.32% | +34.3% |
| ABBV | Sell | ABBVIE INC | $2,754,642 | +17.1% | 17,045 | -2.7% | 0.30% | +36.8% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,731,492 | -63.2% | 65,082 | -68.1% | 0.30% | -57.0% |
| PFE | PFIZER INC | $2,562,775 | +17.1% | 50,015 | 0.0% | 0.28% | +36.6% | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $2,422,791 | -76.0% | 17,915 | -78.4% | 0.26% | -72.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,340,592 | -1.4% | 32,581 | -2.1% | 0.26% | +15.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,342,678 | -87.4% | 31,157 | -87.6% | 0.26% | -85.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,322,781 | -26.7% | 37,683 | -37.4% | 0.25% | -14.5% |
| HD | Sell | HOME DEPOT INC | $2,248,639 | -4.6% | 7,119 | -16.7% | 0.25% | +11.3% |
| EFA | ISHARES TRmsci eafe etf | $2,075,602 | +17.2% | 31,621 | 0.0% | 0.23% | +36.7% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,023,528 | -76.4% | 11,025 | -78.1% | 0.22% | -72.5% |
| LOW | Sell | LOWES COS INC | $1,965,596 | +1.1% | 9,865 | -4.7% | 0.22% | +18.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,848,248 | -36.2% | 8,627 | -37.3% | 0.20% | -25.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,694,234 | -31.5% | 11,172 | -38.6% | 0.18% | -20.3% |
| DOCU | Sell | DOCUSIGN INC | $1,438,647 | -18.8% | 25,959 | -21.7% | 0.16% | -5.4% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $1,413,948 | -9.7% | 13,800 | -10.4% | 0.16% | +5.4% |
| CVX | Sell | CHEVRON CORP NEW | $1,412,407 | +7.9% | 7,869 | -13.6% | 0.15% | +25.2% |
| DDD | Sell | 3-D SYS CORP DEL | $1,388,913 | -50.6% | 187,691 | -46.8% | 0.15% | -42.2% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,393,140 | -70.1% | 7,750 | -71.7% | 0.15% | -65.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,306,405 | -2.9% | 8,842 | -11.3% | 0.14% | +13.5% |
| ICLR | Sell | ICON PLC | $1,293,705 | +3.7% | 6,660 | -1.8% | 0.14% | +20.5% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $1,276,015 | -79.0% | 16,761 | -80.4% | 0.14% | -75.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,179,906 | +14.3% | 11,658 | -6.2% | 0.13% | +33.0% |
| MCD | Sell | MCDONALDS CORP | $1,150,045 | +2.8% | 4,364 | -10.0% | 0.13% | +20.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,150,084 | -0.4% | 11,396 | -19.3% | 0.13% | +16.7% |
| EMR | Sell | EMERSON ELEC CO | $1,147,629 | +27.9% | 11,947 | -2.5% | 0.12% | +48.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,094,975 | -37.6% | 23,447 | -42.6% | 0.12% | -26.8% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $1,090,024 | -75.5% | 23,331 | -77.7% | 0.12% | -71.4% |
| MRK | Buy | MERCK & CO INC | $1,081,172 | +29.0% | 9,745 | +0.2% | 0.12% | +51.3% |
| BLK | Buy | BLACKROCK INC | $1,064,362 | +47.6% | 1,502 | +14.6% | 0.12% | +73.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,059,646 | -3.0% | 27,959 | -10.7% | 0.12% | +13.7% |
| XYL | XYLEM INC | $1,056,165 | +26.6% | 9,552 | 0.0% | 0.12% | +47.4% | |
| FDX | Sell | FEDEX CORP | $1,048,553 | +12.9% | 6,054 | -3.2% | 0.12% | +32.2% |
| UNP | Sell | UNION PAC CORP | $1,026,860 | -12.2% | 4,959 | -17.4% | 0.11% | +1.8% |
| CP | Sell | CANADIAN PAC RY LTD | $1,028,149 | -29.6% | 13,784 | -37.0% | 0.11% | -18.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,014,589 | -65.1% | 26,028 | -67.3% | 0.11% | -59.2% |
| PEN | Sell | PENUMBRA INC | $992,172 | -6.7% | 4,460 | -20.5% | 0.11% | +8.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $979,237 | -16.7% | 4,883 | -18.9% | 0.11% | -2.7% |
| EVR | EVERCORE INCclass a | $978,447 | +32.6% | 8,970 | 0.0% | 0.11% | +55.1% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $963,867 | -31.2% | 1,818 | -34.4% | 0.10% | -19.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $925,417 | -35.4% | 12,293 | -35.8% | 0.10% | -24.6% |
| SLB | Sell | SCHLUMBERGER LTD | $893,210 | +26.0% | 16,708 | -15.4% | 0.10% | +48.5% |
| Sell | GENERAL ELECTRIC CO | $822,483 | +23.7% | 9,816 | -8.6% | 0.09% | +45.2% | |
| PPG | Sell | PPG INDS INC | $802,724 | +11.0% | 6,384 | -2.2% | 0.09% | +29.4% |
| MO | Sell | ALTRIA GROUP INC | $796,177 | +9.1% | 17,418 | -3.7% | 0.09% | +27.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $790,320 | -43.1% | 2,057 | -46.9% | 0.09% | -33.8% |
| INTC | Sell | INTEL CORP | $771,515 | +1.4% | 29,191 | -1.2% | 0.08% | +18.3% |
| PLD | Buy | PROLOGIS INC. | $769,157 | +22.7% | 6,823 | +10.6% | 0.08% | +42.4% |
| MCO | Sell | MOODYS CORP | $762,025 | +6.1% | 2,735 | -7.3% | 0.08% | +23.9% |
| CAT | Sell | CATERPILLAR INC | $742,636 | +35.8% | 3,100 | -7.0% | 0.08% | +58.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $680,347 | -9.6% | 9,456 | -10.7% | 0.07% | +5.7% |
| HON | Sell | HONEYWELL INTL INC | $680,188 | +23.4% | 3,174 | -3.7% | 0.07% | +42.3% |
| NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $667,900 | -12.2% | 53,432 | 0.0% | 0.07% | +2.8% | |
| EQIX | Sell | EQUINIX INC | $602,628 | +11.0% | 920 | -3.8% | 0.07% | +29.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $604,108 | -6.2% | 1,097 | -13.6% | 0.07% | +10.0% |
| NBTB | NBT BANCORP INC | $566,631 | +14.5% | 13,050 | 0.0% | 0.06% | +34.8% | |
| DIM | Sell | WISDOMTREE TRintl midcap dv | $533,229 | -19.9% | 9,612 | -31.7% | 0.06% | -6.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $528,039 | -2.8% | 13,402 | -6.4% | 0.06% | +13.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $526,104 | -64.8% | 3,313 | -68.2% | 0.06% | -59.3% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $510,400 | -69.5% | 15,846 | -73.3% | 0.06% | -64.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $508,542 | -26.1% | 1,114 | -23.6% | 0.06% | -12.5% |
| CCI | CROWN CASTLE INC | $497,799 | -6.1% | 3,670 | 0.0% | 0.05% | +8.0% | |
| AROW | ARROW FINL CORP | $479,583 | +17.5% | 14,147 | 0.0% | 0.05% | +36.8% | |
| LLY | Sell | LILLY ELI & CO | $445,593 | -5.4% | 1,218 | -16.3% | 0.05% | +11.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $426,226 | -4.9% | 6,395 | -21.7% | 0.05% | +11.9% |
| DUK | DUKE ENERGY CORP NEW | $398,674 | +10.7% | 3,871 | 0.0% | 0.04% | +29.4% | |
| MMM | 3M CO | $377,448 | +8.5% | 3,147 | 0.0% | 0.04% | +24.2% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $366,246 | -90.0% | 15,473 | -90.6% | 0.04% | -88.4% |
| AMGN | Buy | AMGEN INC | $365,000 | +17.0% | 1,390 | +0.5% | 0.04% | +37.9% |
| EFX | EQUIFAX INC | $365,008 | +13.4% | 1,878 | 0.0% | 0.04% | +33.3% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $369,353 | -24.2% | 10,562 | -36.3% | 0.04% | -13.0% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $359,114 | +332.7% | 7,703 | +918.9% | 0.04% | +387.5% |
| T | Sell | AT&T INC | $356,859 | +2.5% | 19,384 | -14.6% | 0.04% | +18.2% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $353,177 | +9.0% | 14,546 | 0.0% | 0.04% | +30.0% | |
| BA | Sell | BOEING CO | $339,263 | +9.1% | 1,781 | -30.6% | 0.04% | +27.6% |
| TJX | Sell | TJX COS INC NEW | $325,484 | +4.0% | 4,089 | -19.0% | 0.04% | +24.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $316,087 | -24.6% | 909 | -38.2% | 0.04% | -10.3% |
| ETN | Buy | EATON CORP PLC | $323,788 | +47.8% | 2,063 | +25.4% | 0.04% | +66.7% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $319,496 | -12.2% | 2,304 | -18.5% | 0.04% | +2.9% |
| QCOM | Sell | QUALCOMM INC | $308,492 | -29.1% | 2,806 | -27.1% | 0.03% | -17.1% |
| COIN | Sell | COINBASE GLOBAL INC | $307,114 | -62.9% | 8,678 | -32.4% | 0.03% | -56.4% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $309,532 | -32.0% | 3,109 | -30.0% | 0.03% | -20.9% |
| CARR | CARRIER GLOBAL CORPORATION | $314,779 | +16.2% | 7,631 | 0.0% | 0.03% | +36.0% | |
| TXN | TEXAS INSTRS INC | $300,535 | +6.6% | 1,819 | 0.0% | 0.03% | +26.9% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $302,596 | -23.6% | 1,134 | -26.4% | 0.03% | -10.8% |
| ITT | ITT INC | $305,260 | +24.1% | 3,764 | 0.0% | 0.03% | +43.5% | |
| CRM | Sell | SALESFORCE INC | $305,885 | -35.3% | 2,307 | -29.9% | 0.03% | -25.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $290,736 | +1062.9% | 5,266 | +1008.6% | 0.03% | +1500.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $283,091 | +21.5% | 3,615 | -0.7% | 0.03% | +40.9% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $275,885 | -81.8% | 2,619 | -83.4% | 0.03% | -78.9% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $271,006 | +0.4% | 1,285 | -1.5% | 0.03% | +20.0% |
| NI | NISOURCE INC | $274,200 | +8.8% | 10,000 | 0.0% | 0.03% | +25.0% | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $277,888 | -33.4% | 2,737 | -42.9% | 0.03% | -23.1% |
| SU | Sell | SUNCOR ENERGY INC NEW | $273,449 | -3.4% | 8,618 | -14.1% | 0.03% | +15.4% |
| TMUS | Sell | T-MOBILE US INC | $269,500 | -18.1% | 1,925 | -21.5% | 0.03% | -6.5% |
| MTUM | ISHARES TRmsci usa mmentm | $262,674 | +11.3% | 1,800 | 0.0% | 0.03% | +31.8% | |
| NFLX | Sell | NETFLIX INC | $256,251 | -21.2% | 869 | -37.1% | 0.03% | -6.7% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $259,790 | -84.4% | 6,824 | -85.0% | 0.03% | -81.9% |
| NEE | NEXTERA ENERGY INC | $258,157 | +6.7% | 3,088 | 0.0% | 0.03% | +21.7% | |
| D | DOMINION ENERGY INC | $245,280 | -11.1% | 4,000 | 0.0% | 0.03% | +3.8% | |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $249,719 | +180.6% | 2,630 | +154.1% | 0.03% | +237.5% |
| SYK | Sell | STRYKER CORPORATION | $249,136 | +15.9% | 1,019 | -4.0% | 0.03% | +35.0% |
| GS | GOLDMAN SACHS GROUP INC | $248,950 | +17.4% | 725 | 0.0% | 0.03% | +35.0% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $244,979 | +15.0% | 449 | -0.7% | 0.03% | +35.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $242,792 | -1.7% | 7,832 | -9.3% | 0.03% | +17.4% |
| IJH | ISHARES TRcore s&p mcp etf | $243,825 | +10.3% | 1,008 | 0.0% | 0.03% | +28.6% | |
| WFC | Sell | WELLS FARGO CO NEW | $233,536 | -44.7% | 5,656 | -46.1% | 0.03% | -35.0% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $235,909 | -20.6% | 4,125 | -20.1% | 0.03% | -7.1% |
| UL | Sell | UNILEVER PLCspon adr new | $236,896 | -18.3% | 4,705 | -28.9% | 0.03% | -3.7% |
| SDY | SPDR SER TRs&p divid etf | $227,950 | +12.3% | 1,822 | 0.0% | 0.02% | +31.6% | |
| RGA | Sell | REINSURANCE GRP OF AMERICA I | $232,963 | -8.3% | 1,640 | -18.9% | 0.02% | +4.2% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $228,758 | -16.8% | 922 | -27.7% | 0.02% | -3.8% |
| VPU | VANGUARD WORLD FDSutilities etf | $229,273 | +7.6% | 1,495 | 0.0% | 0.02% | +25.0% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $219,199 | -65.4% | 2,622 | -67.6% | 0.02% | -59.3% |
| CVS | Sell | CVS HEALTH CORP | $216,853 | -24.7% | 2,327 | -22.9% | 0.02% | -11.1% |
| Buy | WORLD GOLD TRspdr gld minis | $221,519 | +11.3% | 6,121 | +1.4% | 0.02% | +26.3% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $216,549 | +12.8% | 6,468 | 0.0% | 0.02% | +33.3% | ||
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $211,670 | +7.4% | 5,087 | 0.0% | 0.02% | +27.8% | |
| ALL | Sell | ALLSTATE CORP | $206,112 | -15.9% | 1,520 | -22.7% | 0.02% | 0.0% |
| MTB | M & T BK CORP | $208,741 | -17.5% | 1,439 | 0.0% | 0.02% | -4.2% | |
| ORCL | Sell | ORACLE CORP | $207,374 | -21.2% | 2,537 | -41.1% | 0.02% | -8.0% |
| ENB | Buy | ENBRIDGE INC | $199,918 | +6.3% | 5,113 | +0.5% | 0.02% | +22.2% |
| PAYX | PAYCHEX INC | $199,341 | +2.8% | 1,725 | 0.0% | 0.02% | +22.2% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $199,317 | -6.9% | 1,486 | 0.0% | 0.02% | +10.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $187,707 | -70.9% | 650 | -70.8% | 0.02% | -65.0% |
| BAC | Sell | BANK AMERICA CORP | $194,943 | -37.1% | 5,886 | -42.6% | 0.02% | -27.6% |
| HDV | ISHARES TRcore high dv etf | $179,814 | +14.5% | 1,725 | 0.0% | 0.02% | +33.3% | |
| AMP | Sell | AMERIPRISE FINL INC | $181,217 | -11.2% | 582 | -28.1% | 0.02% | +5.3% |
| FISV | Buy | FISERV INC | $184,351 | +8.4% | 1,824 | +0.4% | 0.02% | +25.0% |
| Sell | SHELL PLCspon ads | $172,444 | +7.1% | 3,028 | -6.6% | 0.02% | +26.7% | |
| WM | Sell | WASTE MGMT INC DEL | $172,254 | -2.7% | 1,098 | -0.6% | 0.02% | +11.8% |
| HYHG | PROSHARES TRhgh yld int rate | $175,185 | +1.3% | 3,000 | 0.0% | 0.02% | +18.8% | |
| ED | CONSOLIDATED EDISON INC | $162,027 | +11.0% | 1,700 | 0.0% | 0.02% | +28.6% | |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $163,956 | -47.1% | 1,662 | -47.0% | 0.02% | -37.9% |
| NEOG | Buy | NEOGEN CORP | $163,006 | +329.0% | 10,703 | +296.0% | 0.02% | +350.0% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $156,560 | -26.5% | 4,120 | -47.1% | 0.02% | -15.0% |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $154,836 | -14.0% | 2,475 | -15.4% | 0.02% | 0.0% |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $147,063 | +0.7% | 14,900 | 0.0% | 0.02% | +14.3% | |
| MLN | VANECK ETF TRUSTlong muni etf | $148,497 | +4.6% | 8,505 | 0.0% | 0.02% | +23.1% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $142,970 | +17.2% | 938 | 0.0% | 0.02% | +45.5% | |
| ANTM | Sell | ELEVANCE HEALTH INC | $144,144 | -33.3% | 281 | -41.0% | 0.02% | -20.0% |
| DTE | DTE ENERGY CO | $144,797 | +2.0% | 1,232 | 0.0% | 0.02% | +23.1% | |
| PH | Buy | PARKER-HANNIFIN CORP | $142,590 | +39.8% | 490 | +16.1% | 0.02% | +60.0% |
| INGR | INGREDION INC | $138,963 | +21.9% | 1,419 | 0.0% | 0.02% | +36.4% | |
| AVGO | Sell | BROADCOM INC | $141,460 | -43.4% | 253 | -55.1% | 0.02% | -34.8% |
| SRE | Sell | SEMPRA | $133,677 | -6.5% | 865 | -9.1% | 0.02% | +15.4% |
| TT | TRANE TECHNOLOGIES PLC | $134,472 | +15.9% | 800 | 0.0% | 0.02% | +36.4% | |
| MMC | Sell | MARSH & MCLENNAN COS INC | $133,543 | +4.3% | 807 | -5.7% | 0.02% | +25.0% |
| ROK | ROCKWELL AUTOMATION INC | $138,058 | +20.1% | 536 | 0.0% | 0.02% | +36.4% | |
| PMX | PIMCO MUN INCOME FD III | $135,005 | +12.5% | 15,500 | 0.0% | 0.02% | +36.4% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $134,657 | +6.9% | 773 | 0.0% | 0.02% | +25.0% | |
| TFC | TRUIST FINL CORP | $136,233 | -1.3% | 3,166 | 0.0% | 0.02% | +15.4% | |
| CSX | Sell | CSX CORP | $138,047 | -40.2% | 4,456 | -48.5% | 0.02% | -31.8% |
| ADSK | Sell | AUTODESK INC | $128,753 | -66.3% | 689 | -66.3% | 0.01% | -61.1% |
| OKE | ONEOK INC NEW | $131,400 | +28.8% | 2,000 | 0.0% | 0.01% | +40.0% | |
| DLN | WISDOMTREE TRus largecap divd | $128,546 | +11.8% | 2,075 | 0.0% | 0.01% | +27.3% | |
| C | Sell | CITIGROUP INC | $124,338 | -52.9% | 2,749 | -56.7% | 0.01% | -44.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $127,647 | +1.3% | 2,182 | 0.0% | 0.01% | +16.7% | |
| ZTS | Sell | ZOETIS INCcl a | $127,059 | -58.1% | 867 | -57.6% | 0.01% | -50.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $132,349 | -56.7% | 1,257 | -32.3% | 0.01% | -51.7% |
| UDR | UDR INC | $125,563 | -7.0% | 3,242 | 0.0% | 0.01% | +7.7% | |
| MS | Sell | MORGAN STANLEY | $118,943 | -23.3% | 1,399 | -28.7% | 0.01% | -13.3% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $121,482 | -82.2% | 783 | -84.0% | 0.01% | -79.7% |
| NSC | NORFOLK SOUTHN CORP | $123,210 | +17.3% | 500 | 0.0% | 0.01% | +30.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $116,212 | -13.9% | 3,750 | 0.0% | 0.01% | 0.0% | |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $114,791 | +617.4% | 7,215 | +621.5% | 0.01% | +1200.0% |
| OGE | OGE ENERGY CORP | $118,650 | +8.9% | 3,000 | 0.0% | 0.01% | +30.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $115,260 | +10.8% | 816 | 0.0% | 0.01% | +30.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $117,907 | -19.2% | 4,653 | 0.0% | 0.01% | -7.1% | |
| NOW | Sell | SERVICENOW INC | $116,869 | -38.5% | 301 | -40.2% | 0.01% | -27.8% |
| DHR | Buy | DANAHER CORPORATION | $110,149 | +39.4% | 415 | +37.0% | 0.01% | +71.4% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $109,660 | +15.4% | 355 | 0.0% | 0.01% | +33.3% | |
| YUM | Sell | YUM BRANDS INC | $113,607 | -17.1% | 887 | -31.3% | 0.01% | -7.7% |
| New | BROOKFIELD CORPcl a ltd vt sh | $107,719 | – | 3,424 | +100.0% | 0.01% | – | |
| SHW | Buy | SHERWIN WILLIAMS CO | $110,833 | +20.5% | 467 | +4.0% | 0.01% | +33.3% |
| TSLA | Sell | TESLA INC | $108,521 | -80.0% | 881 | -56.9% | 0.01% | -76.5% |
| EIX | Buy | EDISON INTL | $111,017 | +56.4% | 1,745 | +39.0% | 0.01% | +71.4% |
| Sell | CONSTELLATION ENERGY CORP | $109,228 | -0.7% | 1,267 | -5.0% | 0.01% | +20.0% | |
| CL | COLGATE PALMOLIVE CO | $106,524 | +12.1% | 1,352 | 0.0% | 0.01% | +33.3% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $107,046 | -38.1% | 499 | -40.5% | 0.01% | -25.0% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $111,622 | -77.9% | 450 | -80.1% | 0.01% | -74.5% |
| KMB | KIMBERLY-CLARK CORP | $105,206 | +20.9% | 775 | 0.0% | 0.01% | +37.5% | |
| VLY | VALLEY NATL BANCORP | $101,066 | +4.2% | 8,936 | 0.0% | 0.01% | +22.2% | |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $98,512 | -55.4% | 71 | -51.7% | 0.01% | -47.6% |
| ES | EVERSOURCE ENERGY | $100,021 | +7.5% | 1,193 | 0.0% | 0.01% | +22.2% | |
| ADI | Sell | ANALOG DEVICES INC | $103,339 | -26.7% | 630 | -37.4% | 0.01% | -15.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $101,968 | -45.2% | 303 | -55.2% | 0.01% | -35.3% |
| ASML | Sell | ASML HOLDING N V | $103,270 | -47.0% | 189 | -59.8% | 0.01% | -38.9% |
| INTU | Sell | INTUIT | $99,251 | -63.9% | 255 | -64.1% | 0.01% | -57.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $98,081 | +6.6% | 621 | +0.6% | 0.01% | +22.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $102,400 | -71.6% | 1,082 | -73.8% | 0.01% | -67.6% |
| SUB | ISHARES TRshrt nat mun etf | $98,535 | +1.6% | 945 | 0.0% | 0.01% | +22.2% | |
| BK | BANK NEW YORK MELLON CORP | $101,510 | +18.0% | 2,230 | 0.0% | 0.01% | +37.5% | |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $95,025 | -30.6% | 339 | -29.8% | 0.01% | -23.1% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $92,288 | -36.4% | 1,442 | -51.1% | 0.01% | -28.6% |
| FLIC | FIRST LONG IS CORP | $95,220 | +4.6% | 5,290 | 0.0% | 0.01% | +11.1% | |
| CHWY | Buy | CHEWY INCcl a | $95,666 | +24.2% | 2,580 | +3.0% | 0.01% | +42.9% |
| TXRH | TEXAS ROADHOUSE INC | $90,222 | +3.7% | 992 | 0.0% | 0.01% | +25.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $91,945 | +37.2% | 1,071 | -1.1% | 0.01% | +66.7% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $92,585 | +20.2% | 1,670 | 0.0% | 0.01% | +42.9% | |
| MUB | Sell | ISHARES TRnational mun etf | $94,968 | +3.2% | 900 | -0.1% | 0.01% | +11.1% |
| USMV | ISHARES TRmsci usa min vol | $93,730 | +9.0% | 1,300 | 0.0% | 0.01% | +25.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $88,312 | +13.2% | 700 | 0.0% | 0.01% | +42.9% | |
| LIN | Sell | LINDE PLC | $91,983 | -40.3% | 282 | -50.5% | 0.01% | -28.6% |
| GLD | SPDR GOLD TR | $87,365 | +9.2% | 515 | 0.0% | 0.01% | +42.9% | |
| EPAM | EPAM SYS INC | $88,162 | -9.1% | 269 | 0.0% | 0.01% | +11.1% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $91,073 | +2.3% | 330 | 0.0% | 0.01% | +25.0% | |
| XEL | Buy | XCEL ENERGY INC | $80,556 | +10.4% | 1,149 | +0.6% | 0.01% | +28.6% |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $82,668 | -0.4% | 338 | -18.2% | 0.01% | +12.5% |
| TEL | Sell | TE CONNECTIVITY LTD | $86,330 | -61.5% | 752 | -62.9% | 0.01% | -57.1% |
| SPYX | SPDR SER TRspdr s&p 500 etf | $79,161 | +7.0% | 848 | 0.0% | 0.01% | +28.6% | |
| MDT | Sell | MEDTRONIC PLC | $79,041 | -32.4% | 1,017 | -30.1% | 0.01% | -18.2% |
| CW | Buy | CURTISS WRIGHT CORP | $69,739 | +20.2% | 418 | +0.2% | 0.01% | +60.0% |
| CSWC | CAPITAL SOUTHWEST CORP | $71,375 | +0.5% | 4,174 | 0.0% | 0.01% | +14.3% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $70,840 | +10.7% | 1,775 | 0.0% | 0.01% | +33.3% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $69,271 | +13.6% | 3,207 | 0.0% | 0.01% | +33.3% | ||
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $76,212 | -77.7% | 924 | -78.3% | 0.01% | -75.0% |
| LULU | Sell | LULULEMON ATHLETICA INC | $74,969 | -33.1% | 234 | -41.5% | 0.01% | -20.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $69,660 | +34.0% | 1,015 | -0.9% | 0.01% | +60.0% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $64,405 | +5.6% | 1,609 | +29.3% | 0.01% | +16.7% |
| RYN | RAYONIER INC | $64,107 | +10.5% | 1,945 | 0.0% | 0.01% | +40.0% | |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $67,603 | -62.0% | 535 | -63.8% | 0.01% | -58.8% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $66,418 | -17.0% | 150 | -25.0% | 0.01% | 0.0% |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $66,280 | +12.3% | 1,030 | 0.0% | 0.01% | +16.7% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $66,037 | +0.1% | 248 | 0.0% | 0.01% | +16.7% | |
| DOW | DOW INC | $64,298 | +14.8% | 1,276 | 0.0% | 0.01% | +40.0% | |
| DLTR | Sell | DOLLAR TREE INC | $59,971 | -70.5% | 424 | -71.6% | 0.01% | -63.2% |
| EFAV | ISHARES TRmsci eafe min vl | $66,510 | +10.8% | 1,046 | 0.0% | 0.01% | +16.7% | |
| CSWI | CSW INDUSTRIALS INC | $64,341 | -2.5% | 555 | 0.0% | 0.01% | +16.7% | |
| AES | Sell | AES CORP | $68,190 | -39.1% | 2,371 | -52.1% | 0.01% | -30.0% |
| IJS | ISHARES TRsp smcp600vl etf | $63,369 | +11.2% | 694 | 0.0% | 0.01% | +40.0% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $60,596 | +21.2% | 323 | +0.3% | 0.01% | +40.0% |
| IT | Sell | GARTNER INC | $66,556 | -51.8% | 198 | -60.2% | 0.01% | -46.2% |
| CTVA | Sell | CORTEVA INC | $62,248 | -43.4% | 1,059 | -44.8% | 0.01% | -30.0% |
| AIG | Sell | AMERICAN INTL GROUP INC | $59,509 | -53.5% | 941 | -65.0% | 0.01% | -41.7% |
| A | Sell | AGILENT TECHNOLOGIES INC | $63,302 | -55.7% | 423 | -64.2% | 0.01% | -46.2% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $55,204 | -48.4% | 901 | -52.6% | 0.01% | -40.0% |
| BIIB | Sell | BIOGEN INC | $55,938 | -65.0% | 202 | -66.4% | 0.01% | -60.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $50,652 | +1.3% | 2,100 | 0.0% | 0.01% | +20.0% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $55,663 | +13.6% | 1,080 | 0.0% | 0.01% | +20.0% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $55,158 | -57.9% | 608 | -64.7% | 0.01% | -50.0% |
| EFG | ISHARES TReafe grwth etf | $51,931 | +15.4% | 620 | 0.0% | 0.01% | +50.0% | |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $57,672 | +64.8% | 1,953 | +13.8% | 0.01% | +100.0% |
| TIP | ISHARES TRtips bd etf | $53,220 | +2.3% | 500 | 0.0% | 0.01% | +20.0% | |
| DOV | Sell | DOVER CORP | $54,164 | -32.3% | 400 | -41.1% | 0.01% | -14.3% |
| CPB | CAMPBELL SOUP CO | $51,075 | +21.6% | 900 | 0.0% | 0.01% | +50.0% | |
| GATX | GATX CORP | $54,659 | +27.1% | 514 | 0.0% | 0.01% | +50.0% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $53,288 | -38.7% | 261 | -43.5% | 0.01% | -25.0% |
| DSM | BNY MELLON STRATEGIC MUN BD | $43,350 | +3.2% | 7,500 | 0.0% | 0.01% | +25.0% | |
| URTH | Buy | ISHARES INCmsci world etf | $49,943 | +8.6% | 457 | +0.2% | 0.01% | +25.0% |
| MGEE | MGE ENERGY INC | $47,168 | +7.2% | 670 | 0.0% | 0.01% | +25.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $48,097 | -65.9% | 231 | -65.9% | 0.01% | -61.5% |
| GWW | Sell | GRAINGER W W INC | $46,169 | -34.0% | 83 | -42.0% | 0.01% | -28.6% |
| SPGI | Sell | S&P GLOBAL INC | $44,882 | -31.0% | 134 | -37.1% | 0.01% | -16.7% |
| COF | Sell | CAPITAL ONE FINL CORP | $48,153 | -12.4% | 518 | -13.8% | 0.01% | 0.0% |
| EFV | ISHARES TReafe value etf | $46,431 | +19.1% | 1,012 | 0.0% | 0.01% | +25.0% | |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $50,172 | -50.8% | 740 | -60.0% | 0.01% | -50.0% |
| IWR | ISHARES TRrus mid cap etf | $47,957 | +9.0% | 711 | 0.0% | 0.01% | +25.0% | |
| MTX | MINERALS TECHNOLOGIES INC | $48,576 | +21.4% | 800 | 0.0% | 0.01% | +25.0% | |
| SO | SOUTHERN CO | $46,416 | +5.5% | 650 | 0.0% | 0.01% | +25.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $49,885 | +13.4% | 461 | 0.0% | 0.01% | +25.0% | |
| MAIN | MAIN STR CAP CORP | $41,717 | +9.8% | 1,129 | 0.0% | 0.01% | +25.0% | |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $41,726 | -49.7% | 398 | -56.7% | 0.01% | -37.5% |
| WMB | Sell | WILLIAMS COS INC | $38,164 | -69.0% | 1,160 | -73.0% | 0.00% | -66.7% |
| HAS | Buy | HASBRO INC | $32,824 | -8.8% | 538 | +0.6% | 0.00% | +33.3% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $40,869 | +7.6% | 448 | +0.4% | 0.00% | 0.0% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $32,111 | -61.8% | 309 | -67.5% | 0.00% | -50.0% |
| PXD | Sell | PIONEER NAT RES CO | $36,086 | -9.8% | 158 | -14.1% | 0.00% | 0.0% |
| MCK | Sell | MCKESSON CORP | $33,011 | -51.5% | 88 | -56.2% | 0.00% | -33.3% |
| Sell | WOLFSPEED INC | $39,767 | -71.6% | 576 | -57.5% | 0.00% | -69.2% | |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $32,884 | -6.0% | 704 | -2.2% | 0.00% | +33.3% |
| IWM | ISHARES TRrussell 2000 etf | $37,836 | +5.1% | 217 | 0.0% | 0.00% | +33.3% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $32,551 | +5.0% | 245 | 0.0% | 0.00% | +33.3% | |
| MSCI | Sell | MSCI INC | $39,539 | -68.6% | 85 | -71.6% | 0.00% | -66.7% |
| FDS | Sell | FACTSET RESH SYS INC | $36,911 | -62.7% | 92 | -62.9% | 0.00% | -55.6% |
| MET | Sell | METLIFE INC | $32,349 | -62.8% | 447 | -68.9% | 0.00% | -50.0% |
| NVO | Sell | NOVO-NORDISK A Sadr | $36,271 | -69.5% | 268 | -77.6% | 0.00% | -63.6% |
| IR | INGERSOLL RAND INC | $36,836 | +22.8% | 705 | 0.0% | 0.00% | +33.3% | |
| DLB | Sell | DOLBY LABORATORIES INC | $32,519 | -52.9% | 461 | -56.7% | 0.00% | -33.3% |
| EQT | Sell | EQT CORP | $39,547 | -23.9% | 1,169 | -7.5% | 0.00% | -20.0% |
| OMF | ONEMAIN HLDGS INC | $35,409 | +14.2% | 1,063 | 0.0% | 0.00% | +33.3% | |
| IMO | Sell | IMPERIAL OIL LTD | $38,017 | -19.1% | 780 | -27.8% | 0.00% | 0.0% |
| LRCX | Sell | LAM RESEARCH CORP | $32,783 | -13.7% | 78 | -25.7% | 0.00% | 0.0% |
| IDXX | Sell | IDEXX LABS INC | $37,532 | -61.7% | 92 | -69.4% | 0.00% | -55.6% |
| CI | Sell | CIGNA CORP NEW | $37,441 | -73.4% | 113 | -77.8% | 0.00% | -69.2% |
| WDAY | Sell | WORKDAY INCcl a | $40,829 | -50.2% | 244 | -54.6% | 0.00% | -50.0% |
| HUBS | Sell | HUBSPOT INC | $38,743 | -59.2% | 134 | -61.9% | 0.00% | -55.6% |
| ALC | Sell | ALCON AG | $39,690 | -30.4% | 579 | -40.7% | 0.00% | -20.0% |
| AAP | Sell | ADVANCE AUTO PARTS INC | $39,551 | -35.2% | 269 | -31.4% | 0.00% | -33.3% |
| ETSY | Sell | ETSY INC | $34,497 | -43.4% | 288 | -52.6% | 0.00% | -33.3% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $37,224 | +6.4% | 528 | 0.0% | 0.00% | +33.3% | |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $39,840 | -21.9% | 995 | -21.7% | 0.00% | -20.0% |
| CABO | CABLE ONE INC | $35,593 | -17.2% | 50 | 0.0% | 0.00% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $34,054 | +26.1% | 70 | 0.0% | 0.00% | +33.3% | |
| ILCG | ISHARES TRmorningstar grwt | $36,510 | +1.4% | 750 | 0.0% | 0.00% | +33.3% | |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $39,826 | -59.4% | 757 | -59.0% | 0.00% | -55.6% |
| ALRM | ALARM COM HLDGS INC | $37,852 | -24.3% | 765 | 0.0% | 0.00% | -20.0% | |
| MRO | MARATHON OIL CORP | $27,070 | +17.7% | 1,000 | 0.0% | 0.00% | +50.0% | |
| DRI | Buy | DARDEN RESTAURANTS INC | $27,251 | +29.8% | 197 | +20.1% | 0.00% | +50.0% |
| WELL | WELLTOWER INC | $29,498 | +1.7% | 450 | 0.0% | 0.00% | 0.0% | |
| WBS | WEBSTER FINL CORP | $26,463 | +5.9% | 559 | 0.0% | 0.00% | +50.0% | |
| DXCM | DEXCOM INC | $25,819 | +43.4% | 228 | 0.0% | 0.00% | +50.0% | |
| COTY | Sell | COTY INC | $25,380 | -12.5% | 2,965 | -35.6% | 0.00% | 0.0% |
| VMC | Sell | VULCAN MATLS CO | $25,041 | -58.3% | 143 | -62.7% | 0.00% | -50.0% |
| ESS | ESSEX PPTY TR INC | $23,099 | -11.2% | 109 | 0.0% | 0.00% | +50.0% | |
| EXC | Sell | EXELON CORP | $25,808 | -11.0% | 597 | -24.9% | 0.00% | 0.0% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $28,327 | -57.7% | 130 | -61.9% | 0.00% | -50.0% |
| CNC | Sell | CENTENE CORP DEL | $30,672 | -65.9% | 374 | -67.6% | 0.00% | -62.5% |
| GIS | GENERAL MLS INC | $26,832 | +7.3% | 320 | 0.0% | 0.00% | +50.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $26,061 | +13.3% | 345 | 0.0% | 0.00% | +50.0% | |
| GHC | GRAHAM HLDGS CO | $30,210 | +11.9% | 50 | 0.0% | 0.00% | 0.0% | |
| Sell | APOLLO GLOBAL MGMT INC | $28,004 | -15.1% | 439 | -37.2% | 0.00% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $24,861 | +13.0% | 183 | 0.0% | 0.00% | +50.0% | |
| SEIC | Sell | SEI INVTS CO | $28,625 | -59.1% | 491 | -65.5% | 0.00% | -57.1% |
| PODD | Sell | INSULET CORP | $29,733 | -50.4% | 101 | -61.2% | 0.00% | -50.0% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $23,249 | -10.6% | 180 | 0.0% | 0.00% | +50.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $27,003 | +3.9% | 217 | 0.0% | 0.00% | +50.0% | |
| IONS | Sell | IONIS PHARMACEUTICALS INC | $24,928 | -62.8% | 660 | -56.7% | 0.00% | -50.0% |
| IUSG | New | ISHARES TRcore s&p us gwt | $28,043 | – | 344 | +100.0% | 0.00% | – |
| SNOW | Sell | SNOWFLAKE INCcl a | $31,435 | -49.3% | 219 | -40.2% | 0.00% | -50.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $29,728 | +2.5% | 400 | 0.0% | 0.00% | 0.0% | |
| STT | Sell | STATE STR CORP | $29,942 | -61.1% | 386 | -69.6% | 0.00% | -57.1% |
| LEN | Sell | LENNAR CORPcl a | $29,774 | -39.2% | 329 | -49.5% | 0.00% | -40.0% |
| SYY | Sell | SYSCO CORP | $31,650 | -68.0% | 414 | -70.4% | 0.00% | -66.7% |
| OGS | ONE GAS INC | $25,518 | +6.3% | 337 | 0.0% | 0.00% | +50.0% | |
| ON | Sell | ON SEMICONDUCTOR CORP | $25,197 | -10.0% | 404 | -8.6% | 0.00% | 0.0% |
| DTM | DT MIDSTREAM INC | $30,946 | +6.7% | 560 | 0.0% | 0.00% | 0.0% | |
| TECH | Sell | BIO-TECHNE CORP | $27,516 | -75.0% | 332 | -14.7% | 0.00% | -70.0% |
| BTAI | BIOXCEL THERAPEUTICS INC | $26,850 | +79.0% | 1,250 | 0.0% | 0.00% | +200.0% | |
| MTCH | Sell | MATCH GROUP INC NEW | $24,023 | -66.6% | 579 | -61.5% | 0.00% | -57.1% |
| TTE | TOTALENERGIES SEsponsored ads | $28,122 | +33.9% | 453 | 0.0% | 0.00% | +50.0% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $25,085 | +0.3% | 2,426 | 0.0% | 0.00% | +50.0% | |
| BFK | Buy | BLACKROCK MUN INCOME TRsh ben int | $30,180 | +58.8% | 3,000 | +50.0% | 0.00% | +50.0% |
| MOH | Sell | MOLINA HEALTHCARE INC | $30,380 | -5.1% | 92 | -5.2% | 0.00% | 0.0% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $27,907 | -58.3% | 268 | -56.3% | 0.00% | -50.0% |
| TGT | Sell | TARGET CORP | $23,250 | +1.1% | 156 | -0.6% | 0.00% | +50.0% |
| MUSA | MURPHY USA INC | $29,911 | +3.1% | 107 | 0.0% | 0.00% | 0.0% | |
| NOV | NOV INC | $31,147 | +29.8% | 1,491 | 0.0% | 0.00% | +50.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $17,012 | +13.4% | 108 | 0.0% | 0.00% | +100.0% | |
| IWV | ISHARES TRrussell 3000 etf | $20,523 | +8.0% | 93 | 0.0% | 0.00% | 0.0% | |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $17,882 | -55.3% | 457 | -56.4% | 0.00% | -50.0% |
| SPOT | SPOTIFY TECHNOLOGY S A | $18,948 | -9.8% | 240 | 0.0% | 0.00% | 0.0% | |
| SHOP | Sell | SHOPIFY INCcl a | $21,069 | -52.1% | 607 | -62.4% | 0.00% | -50.0% |
| DOCS | Sell | DOXIMITY INCcl a | $16,914 | -50.3% | 504 | -55.6% | 0.00% | -33.3% |
| BIPC | Sell | BROOKFIELD INFRASTRUCTURE CO | $16,144 | -67.1% | 415 | -65.3% | 0.00% | -60.0% |
| YUMC | Sell | YUM CHINA HLDGS INC | $14,045 | -61.0% | 257 | -66.4% | 0.00% | -33.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $20,173 | -61.9% | 229 | -65.5% | 0.00% | -60.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $21,823 | -5.1% | 225 | -5.1% | 0.00% | 0.0% |
| ABNB | Sell | AIRBNB INC | $17,784 | -62.2% | 208 | -53.9% | 0.00% | -50.0% |
| EEMV | ISHARES INCmsci emerg mrkt | $22,175 | +5.6% | 418 | 0.0% | 0.00% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20,826 | +15.7% | 203 | 0.0% | 0.00% | 0.0% | |
| New | ATLASSIAN CORPORATIONcl a | $19,688 | – | 153 | +100.0% | 0.00% | – | |
| HES | Sell | HESS CORP | $16,309 | -50.6% | 115 | -62.3% | 0.00% | -33.3% |
| SAP | Buy | SAP SEspon adr | $14,859 | +48.6% | 144 | +13.4% | 0.00% | +100.0% |
| Buy | HALEON PLCspon ads | $15,032 | +67.0% | 1,879 | +23.1% | 0.00% | +100.0% | |
| APA | New | APA CORPORATION | $15,404 | – | 330 | +100.0% | 0.00% | – |
| MTG | MGIC INVT CORP WIS | $18,421 | +2.3% | 1,417 | 0.0% | 0.00% | 0.0% | |
| NLOK | Sell | GEN DIGITAL INC | $20,058 | +0.3% | 936 | -4.7% | 0.00% | 0.0% |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $14,688 | +4.9% | 1,200 | 0.0% | 0.00% | +100.0% | |
| SE | Sell | SEA LTDsponsord ads | $13,788 | -31.1% | 265 | -25.6% | 0.00% | 0.0% |
| GPC | Sell | GENUINE PARTS CO | $20,821 | +15.7% | 120 | -2.4% | 0.00% | 0.0% |
| NCR | Buy | NCR CORP NEW | $14,140 | +28.5% | 604 | +8.8% | 0.00% | +100.0% |
| GM | Sell | GENERAL MTRS CO | $16,820 | -60.0% | 500 | -61.7% | 0.00% | -50.0% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $15,524 | -59.1% | 150 | -66.7% | 0.00% | -50.0% |
| DXC | Sell | DXC TECHNOLOGY CO | $21,280 | -7.5% | 803 | -14.3% | 0.00% | 0.0% |
| CNQ | Sell | CANADIAN NAT RES LTD | $18,658 | -64.8% | 336 | -70.3% | 0.00% | -60.0% |
| GOLF | ACUSHNET HLDGS CORP | $21,230 | -3.5% | 500 | 0.0% | 0.00% | 0.0% | |
| FLEX | Buy | FLEX LTDord | $19,786 | +31.9% | 922 | +4.5% | 0.00% | +100.0% |
| FAST | Sell | FASTENAL CO | $20,821 | -49.2% | 440 | -50.6% | 0.00% | -50.0% |
| GLW | Sell | CORNING INC | $20,537 | -74.3% | 643 | -76.8% | 0.00% | -71.4% |
| TPR | Sell | TAPESTRY INC | $17,098 | -52.5% | 449 | -64.6% | 0.00% | -33.3% |
| AMH | AMERICAN HOMES 4 RENTcl a | $18,777 | -6.1% | 623 | 0.0% | 0.00% | 0.0% | |
| EQH | Sell | EQUITABLE HLDGS INC | $18,856 | -32.7% | 657 | -37.1% | 0.00% | -33.3% |
| AMX | AMERICA MOVIL SAB DE CV | $21,840 | +9.2% | 1,200 | 0.0% | 0.00% | 0.0% | |
| TXT | Sell | TEXTRON INC | $22,090 | +16.3% | 312 | -3.1% | 0.00% | 0.0% |
| WAL | WESTERN ALLIANCE BANCORP | $20,906 | -9.1% | 351 | 0.0% | 0.00% | 0.0% | |
| VST | VISTRA CORP | $20,787 | +9.4% | 896 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN & STEERS QUALITY INCOM | $16,514 | +3.2% | 1,436 | 0.0% | 0.00% | +100.0% | |
| VOYA | VOYA FINANCIAL INC | $18,878 | -0.6% | 307 | 0.0% | 0.00% | 0.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $21,310 | +6.6% | 2,077 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP | $14,104 | +28.2% | 107 | 0.0% | 0.00% | +100.0% | |
| DKS | Buy | DICKS SPORTING GOODS INC | $16,600 | +50.9% | 138 | +27.8% | 0.00% | +100.0% |
| COP | Sell | CONOCOPHILLIPS | $16,756 | -81.6% | 142 | -84.0% | 0.00% | -77.8% |
| EOG | Sell | EOG RES INC | $22,796 | -65.5% | 176 | -70.4% | 0.00% | -66.7% |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $15,431 | +10.2% | 83 | +1.2% | 0.00% | +100.0% |
| PFGC | Sell | PERFORMANCE FOOD GROUP CO | $19,036 | +26.9% | 326 | -10.4% | 0.00% | +100.0% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $16,400 | +9.3% | 108 | 0.0% | 0.00% | +100.0% | |
| BWXT | Buy | BWX TECHNOLOGIES INC | $17,947 | +156.4% | 309 | +137.7% | 0.00% | +100.0% |
| KDP | Buy | KEURIG DR PEPPER INC | $15,369 | +28.1% | 431 | +32.2% | 0.00% | +100.0% |
| KLAC | KLA CORP | $18,852 | +25.7% | 50 | 0.0% | 0.00% | +100.0% | |
| STWD | STARWOOD PPTY TR INC | $22,161 | +0.7% | 1,209 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $22,416 | +18.0% | 600 | 0.0% | 0.00% | 0.0% | |
| JNPR | Buy | JUNIPER NETWORKS INC | $15,501 | +29.2% | 485 | +6.6% | 0.00% | +100.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $17,629 | -64.7% | 381 | -70.3% | 0.00% | -60.0% |
| ALK | ALASKA AIR GROUP INC | $16,918 | +12.8% | 394 | 0.0% | 0.00% | +100.0% | |
| SQ | Sell | BLOCK INCcl a | $18,915 | -51.5% | 301 | -57.5% | 0.00% | -50.0% |
| GOVT | Sell | ISHARES TRus treas bd etf | $21,925 | -69.5% | 965 | -69.5% | 0.00% | -71.4% |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $22,713 | – | 453 | +100.0% | 0.00% | – |
| SIX | SIX FLAGS ENTMT CORP NEW | $14,926 | +35.7% | 642 | 0.0% | 0.00% | +100.0% | |
| Sell | WARNER BROS DISCOVERY INC | $20,059 | -70.5% | 2,116 | -64.5% | 0.00% | -66.7% | |
| SBNY | Sell | SIGNATURE BK NEW YORK N Y | $17,168 | -48.0% | 149 | -32.3% | 0.00% | -33.3% |
| FLYW | FLYWIRE CORPORATION | $7,292 | +4.2% | 298 | 0.0% | 0.00% | 0.0% | |
| APG | API GROUP CORP | $7,994 | +33.2% | 425 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $6,279 | -21.5% | 201 | 0.0% | 0.00% | 0.0% | |
| AYI | ACUITY BRANDS INC | $4,968 | -0.6% | 30 | 0.0% | 0.00% | – | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $10,493 | -79.8% | 162 | -80.4% | 0.00% | -80.0% |
| ALGT | Buy | ALLEGIANT TRAVEL CO | $5,439 | +8.8% | 80 | +23.1% | 0.00% | – |
| AEE | AMEREN CORP | $6,047 | +20.9% | 68 | 0.0% | 0.00% | – | |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $5,430 | +35.8% | 389 | 0.0% | 0.00% | – | |
| AWR | AMER STATES WTR CO | $9,255 | +15.7% | 100 | 0.0% | 0.00% | 0.0% | |
| ABC | Sell | AMERISOURCEBERGEN CORP | $7,291 | -57.1% | 44 | -65.4% | 0.00% | -50.0% |
| AME | AMETEK INC | $5,030 | +25.8% | 36 | 0.0% | 0.00% | – | |
| AMAT | Sell | APPLIED MATLS INC | $6,719 | -89.0% | 69 | -90.8% | 0.00% | -83.3% |
| ACA | ARCOSA INC | $8,586 | -4.6% | 158 | 0.0% | 0.00% | 0.0% | |
| ASND | ASCENDIS PHARMA A/Ssponsored adr | $4,641 | +16.0% | 38 | 0.0% | 0.00% | – | |
| ASH | ASHLAND INC | $9,033 | +12.9% | 84 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC | $4,932 | +23.3% | 2 | 0.0% | 0.00% | – | |
| AVB | Buy | AVALONBAY CMNTYS INC | $9,530 | +217.7% | 59 | +227.8% | 0.00% | – |
| AVTR | Buy | AVANTOR INC | $5,019 | +25.5% | 238 | +16.7% | 0.00% | – |
| AXON | AXON ENTERPRISE INC | $6,139 | +53.5% | 37 | 0.0% | 0.00% | – | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $6,485 | +29.7% | 1,079 | 0.0% | 0.00% | – | |
| BWFG | BANKWELL FINL GROUP INC | $5,886 | -1.9% | 200 | 0.0% | 0.00% | 0.0% | |
| BECN | BEACON ROOFING SUPPLY INC | $7,127 | +1.8% | 135 | 0.0% | 0.00% | 0.0% | |
| BELLRING BRANDS INC | $7,461 | +24.4% | 291 | 0.0% | 0.00% | 0.0% | ||
| BKI | Sell | BLACK KNIGHT INC | $5,681 | -82.2% | 92 | -81.1% | 0.00% | -66.7% |
| DSU | BLACKROCK DEBT STRATEGIES FD | $4,600 | +15.0% | 500 | 0.0% | 0.00% | – | |
| BX | Sell | BLACKSTONE INC | $5,564 | -90.6% | 75 | -89.4% | 0.00% | -83.3% |
| BLMN | Sell | BLOOMIN BRANDS INC | $13,621 | -14.9% | 677 | -23.9% | 0.00% | 0.0% |
| BOOT | BOOT BARN HLDGS INC | $6,565 | +9.4% | 105 | 0.0% | 0.00% | 0.0% | |
| CDW | Buy | CDW CORP | $11,429 | +14.3% | 64 | +3.2% | 0.00% | 0.0% |
| CMS | CMS ENERGY CORP | $7,030 | +17.2% | 111 | 0.0% | 0.00% | 0.0% | |
| CNI | CANADIAN NATL RY CO | $4,993 | -0.1% | 42 | 0.0% | 0.00% | – | |
| CASY | Sell | CASEYS GEN STORES INC | $5,833 | -16.7% | 26 | -29.7% | 0.00% | 0.0% |
| CVE | CENOVUS ENERGY INC | $11,413 | +26.8% | 588 | 0.0% | 0.00% | 0.0% | |
| CHK | Buy | CHESAPEAKE ENERGY CORP | $5,190 | +29.8% | 55 | +34.1% | 0.00% | – |
| CFG | CITIZENS FINL GROUP INC | $5,118 | +28.0% | 130 | 0.0% | 0.00% | – | |
| CAG | Sell | CONAGRA BRANDS INC | $9,443 | +18.0% | 244 | -6.2% | 0.00% | 0.0% |
| CSGP | Sell | COSTAR GROUP INC | $12,365 | -89.1% | 160 | -90.1% | 0.00% | -90.9% |
| DFS | DISCOVER FINL SVCS | $13,305 | +10.9% | 136 | 0.0% | 0.00% | 0.0% | |
| EDR | Sell | ENDEAVOR GROUP HLDGS INC | $13,479 | -38.7% | 598 | -44.2% | 0.00% | -50.0% |
| ETR | ENTERGY CORP NEW | $6,525 | +8.8% | 58 | 0.0% | 0.00% | 0.0% | |
| EEFT | EURONET WORLDWIDE INC | $12,081 | +20.8% | 128 | 0.0% | 0.00% | 0.0% | |
| EXPE | Buy | EXPEDIA GROUP INC | $5,957 | -0.7% | 68 | +15.3% | 0.00% | 0.0% |
| AIR | AAR CORP | $6,690 | +33.8% | 149 | 0.0% | 0.00% | – | |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $7,396 | -88.8% | 109 | -87.6% | 0.00% | -83.3% |
| FITB | FIFTH THIRD BANCORP | $7,743 | -3.2% | 236 | 0.0% | 0.00% | 0.0% | |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $5,729 | -88.5% | 47 | -87.7% | 0.00% | -80.0% |
| FIVE | Buy | FIVE BELOW INC | $10,258 | +71.0% | 58 | +41.5% | 0.00% | 0.0% |
| FLR | New | FLUOR CORP NEW | $6,308 | – | 182 | +100.0% | 0.00% | – |
| FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $11,327 | +25.9% | 145 | 0.0% | 0.00% | 0.0% | |
| FOXA | Sell | FOX CORP | $11,905 | -60.3% | 392 | -60.4% | 0.00% | -66.7% |
| GVA | GRANITE CONSTR INC | $5,331 | +33.3% | 152 | 0.0% | 0.00% | – | |
| GTN | GRAY TELEVISION INC | $8,482 | -22.9% | 758 | 0.0% | 0.00% | 0.0% | |
| GH | Sell | GUARDANT HEALTH INC | $8,405 | -86.7% | 309 | -73.5% | 0.00% | -83.3% |
| HDB | HDFC BANK LTDsponsored ads | $4,926 | +23.2% | 72 | 0.0% | 0.00% | – | |
| HAE | HAEMONETICS CORP MASS | $7,157 | +2.2% | 91 | 0.0% | 0.00% | 0.0% | |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $12,512 | +13.7% | 165 | -7.8% | 0.00% | 0.0% |
| HQY | Buy | HEALTHEQUITY INC | $8,815 | +10.2% | 143 | +13.5% | 0.00% | 0.0% |
| HLI | Sell | HOULIHAN LOKEY INCcl a | $12,202 | -41.9% | 140 | -49.8% | 0.00% | -50.0% |
| HUBB | Sell | HUBBELL INC | $5,867 | -16.2% | 25 | -19.4% | 0.00% | 0.0% |
| HBAN | HUNTINGTON BANCSHARES INC | $7,346 | +4.9% | 521 | 0.0% | 0.00% | 0.0% | |
| IBN | ICICI BANK LIMITEDadr | $9,763 | +8.5% | 446 | 0.0% | 0.00% | 0.0% | |
| INSP | INSPIRE MED SYS INC | $11,335 | +41.7% | 45 | 0.0% | 0.00% | 0.0% | |
| ITGR | INTEGER HLDGS CORP | $7,804 | +11.5% | 114 | 0.0% | 0.00% | 0.0% | |
| INVENTRUST PPTYS CORP | $7,622 | +8.9% | 322 | 0.0% | 0.00% | 0.0% | ||
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $5,470 | -8.8% | 75 | 0.0% | 0.00% | 0.0% | |
| IAU | ISHARES GOLD TRishares new | $5,569 | +11.4% | 161 | 0.0% | 0.00% | – | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $5,851 | -2.5% | 69 | -8.0% | 0.00% | 0.0% |
| ICLN | ISHARES TRgl clean ene etf | $10,918 | +9.2% | 550 | 0.0% | 0.00% | 0.0% | |
| JLL | Buy | JONES LANG LASALLE INC | $13,387 | +21.7% | 84 | +20.0% | 0.00% | 0.0% |
| KMT | KENNAMETAL INC | $5,486 | +9.7% | 228 | 0.0% | 0.00% | – | |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $6,843 | -84.8% | 40 | -86.0% | 0.00% | -75.0% |
| KHC | KRAFT HEINZ CO | $8,631 | +23.3% | 212 | 0.0% | 0.00% | 0.0% | |
| LKQ | LKQ CORP | $5,715 | +14.3% | 107 | 0.0% | 0.00% | – | |
| LH | Sell | LABORATORY CORP AMER HLDGS | $7,771 | -78.4% | 33 | -81.2% | 0.00% | -66.7% |
| LSCC | LATTICE SEMICONDUCTOR CORP | $9,667 | +38.1% | 149 | 0.0% | 0.00% | 0.0% | |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $12,813 | -65.4% | 168 | -66.8% | 0.00% | -66.7% |
| LBRT | Buy | LIBERTY ENERGY INC | $6,676 | +66.9% | 417 | +19.5% | 0.00% | – |
| LSXMA | Sell | LIBERTY MEDIA CORP DEL | $7,115 | -60.5% | 181 | -62.3% | 0.00% | -50.0% |
| FWONK | Sell | LIBERTY MEDIA CORP DEL | $5,081 | -83.6% | 85 | -84.2% | 0.00% | -66.7% |
| LECO | LINCOLN ELEC HLDGS INC | $5,491 | +9.8% | 38 | 0.0% | 0.00% | – | |
| LAD | LITHIA MTRS INC | $11,261 | -6.2% | 55 | 0.0% | 0.00% | 0.0% | |
| RAMP | LIVERAMP HLDGS INC | $4,969 | +24.2% | 212 | 0.0% | 0.00% | – | |
| L | LOEWS CORP | $6,708 | +11.8% | 115 | 0.0% | 0.00% | 0.0% | |
| LYFT | Sell | LYFT INC | $9,246 | -63.0% | 839 | -56.6% | 0.00% | -50.0% |
| MHO | M/I HOMES INC | $7,296 | +21.6% | 158 | 0.0% | 0.00% | 0.0% | |
| SHOO | MADDEN STEVEN LTD | $5,114 | +27.8% | 160 | 0.0% | 0.00% | – | |
| MFC | MANULIFE FINL CORP | $7,279 | +21.3% | 408 | 0.0% | 0.00% | 0.0% | |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $4,732 | -77.5% | 14 | -78.8% | 0.00% | -50.0% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $9,371 | -80.9% | 253 | -78.0% | 0.00% | -80.0% |
| DOOR | Sell | MASONITE INTL CORP | $9,190 | +2.1% | 114 | -7.3% | 0.00% | 0.0% |
| MTDR | Buy | MATADOR RES CO | $6,182 | +54.6% | 108 | +18.7% | 0.00% | – |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $8,570 | -59.2% | 122 | -64.0% | 0.00% | -50.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $9,846 | -64.8% | 197 | -64.2% | 0.00% | -66.7% |
| MIDD | Buy | MIDDLEBY CORP | $5,088 | +27.2% | 38 | +8.6% | 0.00% | – |
| MRNA | MODERNA INC | $6,287 | +57.2% | 35 | 0.0% | 0.00% | – | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $5,670 | -5.5% | 22 | -21.4% | 0.00% | 0.0% |
| NAN | NUVEEN NEW YORK QLT MUN INC | $10,465 | +4.6% | 978 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $9,423 | +17.8% | 178 | 0.0% | 0.00% | 0.0% | |
| ONTO | ONTO INNOVATION INC | $6,809 | +13.5% | 100 | 0.0% | 0.00% | 0.0% | |
| PTCT | PTC THERAPEUTICS INC | $5,496 | -21.5% | 144 | 0.0% | 0.00% | 0.0% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $12,840 | +60.5% | 2,000 | +100.0% | 0.00% | 0.0% |
| PAYCOR HCM INC | $6,558 | -18.0% | 268 | 0.0% | 0.00% | 0.0% | ||
| TLK | P T TELEKOMUNIKASI INDONESIAsponsored adr | $4,961 | -17.3% | 208 | 0.0% | 0.00% | 0.0% | |
| WOOF | Buy | PETCO HEALTH & WELLNESS CO I | $4,844 | -3.1% | 511 | +8.0% | 0.00% | – |
| PHR | PHREESIA INC | $7,961 | +32.7% | 246 | 0.0% | 0.00% | 0.0% | |
| PNFP | PINNACLE FINL PARTNERS INC | $6,092 | -13.0% | 83 | 0.0% | 0.00% | 0.0% | |
| MAV | PIONEER MUNICIPAL HIGH INCOM | $12,150 | +10.5% | 1,500 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTL INC | $4,872 | +21.8% | 50 | 0.0% | 0.00% | – | |
| RJF | Sell | RAYMOND JAMES FINL INC | $5,663 | -70.2% | 53 | -72.1% | 0.00% | -50.0% |
| ROLL | Sell | RBC BEARINGS INC | $10,049 | -65.3% | 48 | -65.5% | 0.00% | -66.7% |
| RRR | RED ROCK RESORTS INCcl a | $9,002 | +12.5% | 225 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $8,639 | -13.6% | 72 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $6,166 | +2.8% | 286 | 0.0% | 0.00% | 0.0% | |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $4,655 | -22.4% | 283 | -6.6% | 0.00% | 0.0% |
| REXR | REXFORD INDL RLTY INC | $9,016 | +0.2% | 165 | 0.0% | 0.00% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $8,758 | +25.1% | 123 | 0.0% | 0.00% | 0.0% | |
| HSIC | Buy | HENRY SCHEIN INC | $6,230 | +24.6% | 78 | +9.9% | 0.00% | – |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $6,678 | +11.3% | 68 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $11,326 | +3.0% | 236 | 0.0% | 0.00% | 0.0% | |
| FOUR | SHIFT4 PMTS INCcl a | $7,718 | +28.6% | 138 | 0.0% | 0.00% | 0.0% | |
| SLGN | SILGAN HOLDINGS INC | $5,340 | +33.5% | 103 | 0.0% | 0.00% | – | |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $10,808 | +116.2% | 92 | +73.6% | 0.00% | – |
| SMPL | SIMPLY GOOD FOODS CO | $8,329 | +19.0% | 219 | 0.0% | 0.00% | 0.0% | |
| SITM | Buy | SITIME CORP | $6,910 | +72.8% | 68 | +28.3% | 0.00% | – |
| SNA | SNAP ON INC | $5,255 | +5.1% | 23 | 0.0% | 0.00% | – | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $12,662 | +15.1% | 166 | 0.0% | 0.00% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $9,158 | -88.3% | 272 | -89.2% | 0.00% | -85.7% |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $7,163 | +43.3% | 242 | 0.0% | 0.00% | – | |
| SUI | Buy | SUN CMNTYS INC | $6,292 | +25.8% | 44 | +18.9% | 0.00% | – |
| SLF | SUN LIFE FINANCIAL INC. | $7,659 | +9.4% | 165 | 0.0% | 0.00% | 0.0% | |
| TPH | TRI POINTE HOMES INC | $6,358 | +27.2% | 342 | 0.0% | 0.00% | – | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $9,833 | +9.3% | 132 | 0.0% | 0.00% | 0.0% | |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $7,598 | +52.0% | 19 | +18.8% | 0.00% | – |
| TSCO | Sell | TRACTOR SUPPLY CO | $10,574 | -44.3% | 47 | -54.4% | 0.00% | -50.0% |
| USB | Sell | US BANCORP DEL | $10,902 | -22.1% | 250 | -30.2% | 0.00% | 0.0% |
| U | Sell | UNITY SOFTWARE INC | $9,435 | -21.4% | 330 | -10.8% | 0.00% | 0.0% |
| UNVR | UNIVAR SOLUTIONS INC | $10,844 | +35.6% | 341 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $12,924 | +7.7% | 315 | 0.0% | 0.00% | 0.0% | |
| VRT | Sell | VERTIV HOLDINGS CO | $7,663 | +27.7% | 561 | -2.4% | 0.00% | 0.0% |
| VIAC | Sell | PARAMOUNT GLOBAL | $4,947 | -38.2% | 295 | -26.6% | 0.00% | 0.0% |
| VTRS | VIATRIS INC | $13,657 | +36.6% | 1,227 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $6,751 | +12.5% | 72 | 0.0% | 0.00% | 0.0% | |
| WDC | Sell | WESTERN DIGITAL CORP. | $12,999 | -76.4% | 412 | -75.8% | 0.00% | -80.0% |
| WPM | WHEATON PRECIOUS METALS CORP | $10,356 | +15.1% | 265 | 0.0% | 0.00% | 0.0% | |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $10,479 | +4.8% | 232 | -8.3% | 0.00% | 0.0% |
| WING | WINGSTOP INC | $4,679 | +17.0% | 34 | 0.0% | 0.00% | – | |
| WK | WORKIVA INC | $6,550 | +9.2% | 78 | 0.0% | 0.00% | 0.0% | |
| WWE | WORLD WRESTLING ENTMT INCcl a | $6,852 | -2.1% | 100 | 0.0% | 0.00% | 0.0% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $5,228 | -78.2% | 41 | -82.1% | 0.00% | -50.0% |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $9,033 | – | 300 | +100.0% | 0.00% | – |
| ALLE | ALLEGION PLC | $10,631 | +18.1% | 101 | 0.0% | 0.00% | 0.0% | |
| AON | Sell | AON PLC | $12,306 | -78.0% | 41 | -80.3% | 0.00% | -80.0% |
| ACGL | Sell | ARCH CAP GROUP LTDord | $12,054 | -55.4% | 192 | -67.3% | 0.00% | -66.7% |
| SGH | SMART GLOBAL HLDGS INC | $5,401 | -10.0% | 363 | 0.0% | 0.00% | 0.0% | |
| MNDY | MONDAY COM LTD | $6,832 | +13.9% | 56 | 0.0% | 0.00% | 0.0% | |
| TARO | TARO PHARMACEUTICAL INDS LTD | $5,808 | -3.2% | 200 | 0.0% | 0.00% | 0.0% | |
| CNHI | CNH INDL N V | $12,864 | +42.9% | 801 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $4,943 | +23.6% | 100 | 0.0% | 0.00% | – | |
| STRO | SUTRO BIOPHARMA INC | $1,446 | +44.6% | 179 | 0.0% | 0.00% | – | |
| SYNH | Buy | SYNEOS HEALTH INCcl a | $4,035 | -19.3% | 110 | +1.9% | 0.00% | – |
| PKG | PACKAGING CORP AMER | $3,837 | +27.9% | 30 | 0.0% | 0.00% | – | |
| OGN | Sell | ORGANON & CO | $838 | -79.0% | 30 | -83.2% | 0.00% | – |
| OPTT | OCEAN PWR TECHNOLOGIES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $3,286 | +9.5% | 170 | 0.0% | 0.00% | – | |
| ENR | ENERGIZER HLDGS INC NEW | $2,013 | +0.6% | 60 | 0.0% | 0.00% | – | |
| Buy | ASPEN TECHNOLOGY INC | $2,876 | -4.1% | 14 | +7.7% | 0.00% | – | |
| WPC | WP CAREY INC | $3,048 | +1.6% | 39 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $253 | – | 10 | 0.0% | 0.00% | – | ||
| DYN | DYNE THERAPEUTICS INC | $1,449 | -27.6% | 125 | 0.0% | 0.00% | – | |
| DUTCH BROS INCcl a | $958 | -4.2% | 34 | 0.0% | 0.00% | – | ||
| FANG | Sell | DIAMONDBACK ENERGY INC | $2,462 | -17.9% | 18 | -30.8% | 0.00% | – |
| W | WAYFAIR INCcl a | $3,289 | +9.6% | 100 | 0.0% | 0.00% | – | |
| Buy | DEFINITIVE HEALTHCARE CORP | $1,769 | +76.9% | 161 | +69.5% | 0.00% | – | |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | $3,508 | +16.9% | 163 | 0.0% | 0.00% | – | |
| CYTK | CYTOKINETICS INC | $2,245 | +12.2% | 49 | 0.0% | 0.00% | – | |
| CGEM | CULLINAN ONCOLOGY INC | $749 | -25.1% | 71 | 0.0% | 0.00% | – | |
| WIA | WESTERN ASST INFLTN LKD INM | $4,305 | +7.6% | 500 | 0.0% | 0.00% | – | |
| CYRX | CRYOPORT INC | $1,214 | -39.3% | 70 | 0.0% | 0.00% | – | |
| UP | WHEELS UP EXPERIENCE INC | $536 | -46.4% | 520 | 0.0% | 0.00% | – | |
| CFRX | CONTRAFECT CORP | $40 | – | 413 | 0.0% | 0.00% | – | |
| Exit | ESAB CORPORATION | $0 | – | -25 | -100.0% | 0.00% | – | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $3,244 | -86.5% | 14 | -86.8% | 0.00% | -100.0% |
| CERT | CERTARA INC | $3,278 | +9.3% | 204 | 0.0% | 0.00% | – | |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $1,450 | -98.1% | 34 | -98.1% | 0.00% | -100.0% |
| CE | CELANESE CORP DEL | $1,738 | -13.1% | 17 | 0.0% | 0.00% | – | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $1,719 | +71.9% | 71 | 0.0% | 0.00% | – | |
| CRI | CARTERS INC | $3,357 | +11.9% | 45 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP | $1,612 | +61.2% | 200 | 0.0% | 0.00% | – | |
| CSL | CARLISLE COS INC | $4,477 | -10.5% | 19 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $3,096 | +3.2% | 126 | 0.0% | 0.00% | – | |
| XPEV | XPENG INCads | $1,491 | -25.4% | 150 | 0.0% | 0.00% | – | |
| CS DISCO INC | $2,509 | -37.3% | 397 | 0.0% | 0.00% | – | ||
| CBRE | Sell | CBRE GROUP INCcl a | $3,540 | -84.6% | 46 | -86.5% | 0.00% | -100.0% |
| New | BROOKFIELD ASSET MANAGMT LTD | $1,950 | – | 68 | +100.0% | 0.00% | – | |
| ZION | ZIONS BANCORPORATION N A | $2,999 | -0.0% | 61 | 0.0% | 0.00% | – | |
| BRX | BRIXMOR PPTY GROUP INC | $2,584 | +29.2% | 114 | 0.0% | 0.00% | – | |
| ZURN ELKAY WATER SOLNS CORP | $3,236 | -19.1% | 153 | 0.0% | 0.00% | – | ||
| FERG | Exit | FERGUSON PLC NEW | $0 | – | -44 | -100.0% | 0.00% | – |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -153 | -100.0% | 0.00% | – |
| BRIDGE INVT GROUP HLDGS INC | $3,254 | -18.6% | 270 | 0.0% | 0.00% | – | ||
| Sell | BIOHAVEN LTD | $2,845 | -95.4% | 205 | -50.0% | 0.00% | -100.0% | |
| BXP | Sell | BOSTON PROPERTIES INC | $2,298 | -54.0% | 34 | -50.0% | 0.00% | – |
| OWL | Buy | BLUE OWL CAPITAL INC | $3,297 | +9.9% | 311 | +13.1% | 0.00% | – |
| BIGC | BIGCOMMERCE HLDGS INC | $1,757 | -41.4% | 201 | 0.0% | 0.00% | – | |
| BBY | BEST BUY INC | $2,246 | +12.3% | 28 | 0.0% | 0.00% | – | |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $2,959 | -83.6% | 26 | -91.0% | 0.00% | -100.0% |
| WRB | Sell | BERKLEY W R CORP | $4,427 | -90.2% | 61 | -91.2% | 0.00% | -100.0% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,664 | +22.1% | 23 | 0.0% | 0.00% | – | |
| BSY | New | BENTLEY SYS INC | $4,287 | – | 116 | +100.0% | 0.00% | – |
| Buy | BATH & BODY WORKS INC | $2,655 | +32.8% | 63 | +21.2% | 0.00% | – | |
| BLL | Sell | BALL CORP | $2,097 | -47.6% | 41 | -51.8% | 0.00% | – |
| AVPT | AVEPOINT INC | $2,215 | +10.8% | 539 | 0.0% | 0.00% | – | |
| NOMD | NOMAD FOODS LTD | $3,017 | +50.8% | 175 | 0.0% | 0.00% | – | |
| APH | AMPHENOL CORP NEWcl a | $4,492 | +12.3% | 59 | 0.0% | 0.00% | – | |
| RNR | Sell | RENAISSANCERE HLDGS LTD | $2,579 | -14.0% | 14 | -30.0% | 0.00% | – |
| COLD | AMERICOLD REALTY TRUST INC | $3,935 | +31.2% | 139 | 0.0% | 0.00% | – | |
| ABEV | Sell | AMBEV SAsponsored adr | $2,657 | -46.9% | 977 | -43.4% | 0.00% | – |
| AYX | ALTERYX INC | $3,598 | -10.0% | 71 | 0.0% | 0.00% | – | |
| XP | Sell | XP INCcl a | $1,074 | -64.2% | 70 | -58.1% | 0.00% | – |
| ALLBIRDS INC | $1,316 | -34.2% | 544 | 0.0% | 0.00% | – | ||
| ALKT | ALKAMI TECHNOLOGY INC | $1,663 | -16.8% | 114 | 0.0% | 0.00% | – | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $30 | – | 41 | 0.0% | 0.00% | – | |
| ALEC | ALECTOR INC | $1,440 | +44.0% | 156 | 0.0% | 0.00% | – | |
| WMS | Sell | ADVANCED DRAIN SYS INC DEL | $2,131 | -92.4% | 26 | -88.4% | 0.00% | -100.0% |
| Y | Exit | ALLEGHANY CORP MD | $0 | – | -3 | -100.0% | 0.00% | – |
| MRUS | MERUS N V | $928 | -7.2% | 60 | 0.0% | 0.00% | – | |
| YNDX | YANDEX N V | $0 | – | 145 | 0.0% | 0.00% | – | |
| AMCX | Sell | AMC NETWORKS INCcl a | $4,043 | -66.3% | 258 | -54.6% | 0.00% | -100.0% |
| BCS | Exit | BARCLAYS PLCadr | $0 | – | -810 | -100.0% | 0.00% | – |
| CLVT | Exit | CLARIVATE PLC | $0 | – | -65 | -100.0% | 0.00% | – |
| BTRS | Exit | BTRS HOLDINGS INC | $0 | – | -513 | -100.0% | 0.00% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -18 | -100.0% | 0.00% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -8 | -100.0% | 0.00% | – |
| DCT | Exit | DUCK CREEK TECHNOLOGIES INC | $0 | – | -106 | -100.0% | 0.00% | – |
| Exit | PERIMETER SOLUTIONS SA | $0 | – | -594 | -100.0% | 0.00% | – | |
| KW | Exit | KENNEDY-WILSON HOLDINGS INC | $0 | – | -183 | -100.0% | 0.00% | – |
| LBRDA | Exit | LIBERTY BROADBAND CORP | $0 | – | -42 | -100.0% | 0.00% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -52 | -100.0% | 0.00% | – |
| Exit | ORION OFFICE REIT INC | $0 | – | -218 | -100.0% | 0.00% | – | |
| TFI | Exit | SPDR SER TRnuveen blmbrg mu | $0 | – | -90 | -100.0% | 0.00% | – |
| AMSWA | Exit | AMER SOFTWARE INCcl a | $0 | – | -310 | -100.0% | 0.00% | – |
| Exit | ENOVIS CORPORATION | $0 | – | -36 | -100.0% | 0.00% | – | |
| EQNR | Exit | EQUINOR ASAsponsored adr | $0 | – | -77 | -100.0% | 0.00% | – |
| PSO | Exit | PEARSON PLCsponsored adr | $0 | – | -457 | -100.0% | 0.00% | – |
| XLB | SELECT SECTOR SPDR TRsbi materials | $1,088 | +8.8% | 14 | 0.0% | 0.00% | – | |
| SPIP | SPDR SER TRportfli tips etf | $2,756 | -8.1% | 107 | 0.0% | 0.00% | – | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,386 | +19.3% | 32 | 0.0% | 0.00% | – | |
| ROST | Sell | ROSS STORES INC | $4,411 | -88.1% | 38 | -91.4% | 0.00% | -100.0% |
| RVNC | REVANCE THERAPEUTICS INC | $3,637 | -27.3% | 197 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,656 | -8.6% | 99 | 0.0% | 0.00% | – | |
| RPAY | REPAY HLDGS CORP | $1,650 | +65.0% | 205 | 0.0% | 0.00% | – | |
| RENT THE RUNWAY INC | $894 | -10.6% | 293 | 0.0% | 0.00% | – | ||
| SXT | SENSIENT TECHNOLOGIES CORP | $3,646 | +21.5% | 50 | 0.0% | 0.00% | – | |
| REG | REGENCY CTRS CORP | $2,062 | +3.1% | 33 | 0.0% | 0.00% | – | |
| RL | RALPH LAUREN CORPcl a | $3,804 | +26.8% | 36 | 0.0% | 0.00% | – | |
| QTWO | Q2 HLDGS INC | $1,370 | -31.5% | 51 | 0.0% | 0.00% | – | |
| LUNG | PULMONX CORP | $1,408 | -53.1% | 167 | 0.0% | 0.00% | – | |
| SLAB | Sell | SILICON LABORATORIES INC | $2,035 | +1.8% | 15 | -21.1% | 0.00% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -78 | -100.0% | 0.00% | – |
| PTRA | PROTERRA INC | $3,740 | -25.2% | 992 | 0.0% | 0.00% | – | |
| PRVA | PRIVIA HEALTH GROUP INC | $3,747 | -37.6% | 165 | 0.0% | 0.00% | -100.0% | |
| TROW | PRICE T ROWE GROUP INC | $3,381 | +12.7% | 31 | 0.0% | 0.00% | – | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,549 | +27.4% | 9 | 0.0% | 0.00% | – | |
| SONO | SONOS INC | $3,076 | +2.5% | 182 | 0.0% | 0.00% | – | |
| POST | Sell | POST HLDGS INC | $2,979 | -0.7% | 33 | -15.4% | 0.00% | – |
| PORTILLOS INC | $2,595 | -13.5% | 159 | 0.0% | 0.00% | – | ||
| PLRX | PLIANT THERAPEUTICS INC | $1,256 | +25.6% | 65 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC | $1,191 | +19.1% | 150 | 0.0% | 0.00% | – | |
| PEB | PEBBLEBROOK HOTEL TR | $2,986 | -0.5% | 223 | 0.0% | 0.00% | – | |
| PEAR THERAPEUTICS INC*w exp 12/03/202 | $149 | – | 999 | 0.0% | 0.00% | – | ||
| PEAR THERAPEUTICS INC | $3,540 | -41.0% | 3,000 | 0.0% | 0.00% | -100.0% | ||
| RYAAY | Exit | RYANAIR HOLDINGS PLCsponsored ads | $0 | – | -79 | -100.0% | 0.00% | – |
| PAY | PAYMENTUS HOLDINGS INC | $3,036 | -24.1% | 379 | 0.0% | 0.00% | – | |
| Sell | SWEETGREEN INC | $1,106 | -87.7% | 129 | -75.6% | 0.00% | -100.0% | |
| NTRS | NORTHERN TR CORP | $4,159 | +4.0% | 47 | 0.0% | 0.00% | – | |
| NWL | Sell | NEWELL BRANDS INC | $3,139 | -75.9% | 240 | -75.2% | 0.00% | -100.0% |
| NYT | NEW YORK TIMES COcl a | $4,155 | +3.9% | 128 | 0.0% | 0.00% | – | |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -19 | -100.0% | 0.00% | – |
| TXG | Sell | 10X GENOMICS INC | $3,025 | -66.4% | 83 | -73.5% | 0.00% | -100.0% |
| NVRO | NEVRO CORP | $2,416 | -19.5% | 61 | 0.0% | 0.00% | – | |
| NERDY INC | $2,054 | +2.7% | 913 | 0.0% | 0.00% | – | ||
| NEO | NEOGENOMICS INC | $1,885 | -5.8% | 204 | 0.0% | 0.00% | – | |
| NFG | NATIONAL FUEL GAS CO | $3,355 | +11.8% | 53 | 0.0% | 0.00% | – | |
| MHK | MOHAWK INDS INC | $2,658 | +32.9% | 26 | 0.0% | 0.00% | – | |
| MRTX | MIRATI THERAPEUTICS INC | $1,722 | -42.6% | 38 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $1,884 | -5.8% | 12 | 0.0% | 0.00% | – | |
| TDW | TIDEWATER INC NEW | $1,732 | +73.2% | 47 | 0.0% | 0.00% | – | |
| TDWWSA | TIDEWATER INC NEW*w exp 07/31/202 | $84 | – | 77 | 0.0% | 0.00% | – | |
| TDWWSB | TIDEWATER INC NEW*w exp 07/31/202 | $55 | – | 83 | 0.0% | 0.00% | – | |
| TKR | TIMKEN CO | $3,321 | +10.7% | 47 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $2,373 | -20.9% | 133 | 0.0% | 0.00% | – | |
| MQ | MARQETA INC | $2,481 | -17.3% | 406 | 0.0% | 0.00% | – | |
| MRVI | Buy | MARAVAI LIFESCIENCES HLDGS I | $2,418 | -39.6% | 169 | +7.6% | 0.00% | – |
| TWST | TWIST BIOSCIENCE CORP | $762 | -23.8% | 32 | 0.0% | 0.00% | – | |
| MYTE | MYT NETHERLANDS PARENT B Vads | $2,129 | -29.0% | 239 | 0.0% | 0.00% | – | |
| CVNA | Exit | CARVANA COcl a | $0 | – | -78 | -100.0% | 0.00% | – |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $3,348 | -89.5% | 48 | -88.7% | 0.00% | -100.0% |
| LNC | LINCOLN NATL CORP IND | $1,751 | -41.6% | 57 | 0.0% | 0.00% | – | |
| FWONA | Sell | LIBERTY MEDIA CORP DEL | $2,458 | -69.3% | 46 | -70.1% | 0.00% | -100.0% |
| LZ | LEGALZOOM COM INC | $3,746 | -6.4% | 484 | 0.0% | 0.00% | – | |
| USFD | US FOODS HLDG CORP | $3,232 | +7.7% | 95 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $1,201 | +20.1% | 108 | 0.0% | 0.00% | – | ||
| SWIM | Exit | LATHAM GROUP INC | $0 | – | -567 | -100.0% | 0.00% | – |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $2,959 | +48.0% | 21 | -16.0% | 0.00% | – |
| VACASA INC | $435 | -56.5% | 345 | 0.0% | 0.00% | – | ||
| KURA | KURA ONCOLOGY INC | $1,427 | -28.6% | 115 | 0.0% | 0.00% | – | |
| KR | Sell | KROGER CO | $2,853 | -4.9% | 64 | -16.9% | 0.00% | – |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3,767 | -5.8% | 365 | 0.0% | 0.00% | – | |
| KSS | KOHLS CORP | $1,035 | +3.5% | 41 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP | $2,944 | -1.9% | 139 | 0.0% | 0.00% | – | |
| KRTX | KARUNA THERAPEUTICS INC | $2,162 | +8.1% | 11 | 0.0% | 0.00% | – | |
| JBL | Sell | JABIL INC | $3,205 | +6.8% | 47 | -16.1% | 0.00% | – |
| JBGS | JBG SMITH PPTYS | $1,196 | +19.6% | 63 | 0.0% | 0.00% | – | |
| IUSB | ISHARES TRcore total usd | $2,876 | -4.1% | 64 | 0.0% | 0.00% | – | |
| ISTB | ISHARES TRcore 1 5 yr usd | $2,879 | -4.0% | 62 | 0.0% | 0.00% | – | |
| IXUS | ISHARES TRcore msci total | $1,621 | +62.1% | 28 | 0.0% | 0.00% | – | |
| PFF | ISHARES TRpfd and incm sec | $3,938 | -1.6% | 129 | 0.0% | 0.00% | – | |
| AAXJ | ISHARES TRmsci ac asia etf | $2,786 | -7.1% | 43 | 0.0% | 0.00% | – | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $1,259 | -37.0% | 197 | 0.0% | 0.00% | – | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $4,128 | +3.2% | 78 | 0.0% | 0.00% | – | |
| INSM | INSMED INC | $4,216 | -15.7% | 211 | 0.0% | 0.00% | – | |
| NARI | INARI MED INC | $2,924 | -2.5% | 46 | 0.0% | 0.00% | – | |
| IEX | IDEX CORP | $4,338 | +8.4% | 19 | 0.0% | 0.00% | – | |
| IAC | Buy | IAC INC | $3,064 | +2.1% | 69 | +19.0% | 0.00% | – |
| VTR | VENTAS INC | $1,622 | +62.2% | 36 | 0.0% | 0.00% | – | |
| TWNK | HOSTESS BRANDS INCcl a | $3,321 | +10.7% | 148 | 0.0% | 0.00% | – | |
| HST | HOST HOTELS & RESORTS INC | $1,461 | +46.1% | 91 | 0.0% | 0.00% | – | |
| HIMS | HIMS & HERS HEALTH INC | $2,455 | +22.8% | 383 | 0.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $918 | -54.1% | 367 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC | $4,236 | -15.3% | 666 | 0.0% | 0.00% | – | |
| GDDY | Buy | GODADDY INCcl a | $3,442 | +14.7% | 46 | +12.2% | 0.00% | – |
| GL | Sell | GLOBE LIFE INC | $1,808 | -96.3% | 15 | -96.9% | 0.00% | -100.0% |
| GPS | Sell | GAP INC | $519 | -48.1% | 46 | -45.9% | 0.00% | – |
| FRESHWORKS INC | $3,413 | +13.8% | 232 | 0.0% | 0.00% | – | ||
| FRPT | FRESHPET INC | $4,274 | +6.8% | 81 | 0.0% | 0.00% | – | |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $4,283 | +7.1% | 75 | +11.9% | 0.00% | – |
| FLT | FLEETCOR TECHNOLOGIES INC | $3,674 | -8.2% | 20 | 0.0% | 0.00% | – | |
| FCNCA | Sell | FIRST CTZNS BANCSHARES INC Ncl a | $3,033 | -90.2% | 4 | -89.7% | 0.00% | -100.0% |
| FEDERAL RLTY INVT TR NEWsh ben int new | $1,819 | -9.0% | 18 | 0.0% | 0.00% | – | ||
| FIGS | FIGS INCcl a | $2,571 | -14.3% | 382 | 0.0% | 0.00% | – | |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $1,162 | -61.3% | 332 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $3,857 | -22.9% | 367 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $348 | – | 100 | 0.0% | 0.00% | – | |
| EVBG | EVERBRIDGE INC | $2,485 | -17.2% | 84 | 0.0% | 0.00% | – | |
| ENV | ENVESTNET INC | $4,566 | +52.2% | 74 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,149 | -17.0% | 410 | 0.0% | 0.00% | – | |
| EVTC | Exit | EVERTEC INC | $0 | – | -416 | -100.0% | -0.00% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -190 | -100.0% | -0.00% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -430 | -100.0% | -0.00% | – |
| BMI | Exit | BADGER METER INC | $0 | – | -63 | -100.0% | -0.00% | – |
| SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -1,018 | -100.0% | -0.00% | – |
| SUM | Exit | SUMMIT MATLS INCcl a | $0 | – | -309 | -100.0% | -0.00% | – |
| HMCOU | Exit | HUMANCO ACQUISITION CORPunit 12/08/2023 | $0 | – | -1,000 | -100.0% | -0.00% | – |
| LEA | Exit | LEAR CORP | $0 | – | -123 | -100.0% | -0.00% | – |
| SEE | Exit | SEALED AIR CORP NEW | $0 | – | -269 | -100.0% | -0.00% | – |
| BRKS | Exit | AZENTA INC | $0 | – | -259 | -100.0% | -0.00% | – |
| PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -905 | -100.0% | -0.00% | – |
| JBT | Exit | JOHN BEAN TECHNOLOGIES CORP | $0 | – | -79 | -100.0% | -0.00% | – |
| PUK | Exit | PRUDENTIAL PLCadr | $0 | – | -372 | -100.0% | -0.00% | – |
| FIZZ | Exit | NATIONAL BEVERAGE CORP | $0 | – | -268 | -100.0% | -0.00% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -45 | -100.0% | -0.00% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -86 | -100.0% | -0.00% | – |
| RCI | Exit | ROGERS COMMUNICATIONS INCcl b | $0 | – | -223 | -100.0% | -0.00% | – |
| SYBT | Exit | STOCK YDS BANCORP INC | $0 | – | -193 | -100.0% | -0.00% | – |
| LESL | Exit | LESLIES INC | $0 | – | -780 | -100.0% | -0.00% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -487 | -100.0% | -0.00% | – |
| TRU | Exit | TRANSUNION | $0 | – | -225 | -100.0% | -0.00% | – |
| H | Exit | HYATT HOTELS CORP | $0 | – | -131 | -100.0% | -0.00% | – |
| THO | Exit | THOR INDS INC | $0 | – | -173 | -100.0% | -0.00% | – |
| PRI | Exit | PRIMERICA INC | $0 | – | -77 | -100.0% | -0.00% | – |
| GGG | Exit | GRACO INC | $0 | – | -202 | -100.0% | -0.00% | – |
| ROAD | Exit | CONSTRUCTION PARTNERS INC | $0 | – | -414 | -100.0% | -0.00% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -293 | -100.0% | -0.00% | – |
| SITE | Exit | SITEONE LANDSCAPE SUPPLY INC | $0 | – | -92 | -100.0% | -0.00% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -162 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -44 | -100.0% | -0.00% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -71 | -100.0% | -0.00% | – |
| CAKE | Exit | CHEESECAKE FACTORY INC | $0 | – | -367 | -100.0% | -0.00% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| BOH | Exit | BANK HAWAII CORP | $0 | – | -177 | -100.0% | -0.00% | – |
| HHC | Exit | HOWARD HUGHES CORP | $0 | – | -131 | -100.0% | -0.00% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -2,217 | -100.0% | -0.00% | – |
| AWI | Exit | ARMSTRONG WORLD INDS INC NEW | $0 | – | -147 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -139 | -100.0% | -0.00% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -247 | -100.0% | -0.00% | – |
| Exit | HILLMAN SOLUTIONS CORP | $0 | – | -782 | -100.0% | -0.00% | – | |
| LKFN | Exit | LAKELAND FINL CORP | $0 | – | -97 | -100.0% | -0.00% | – |
| LSTR | Exit | LANDSTAR SYS INC | $0 | – | -85 | -100.0% | -0.00% | – |
| CACC | Exit | CREDIT ACCEP CORP MICH | $0 | – | -22 | -100.0% | -0.00% | – |
| WDFC | Exit | WD 40 CO | $0 | – | -46 | -100.0% | -0.00% | – |
| RLI | Exit | RLI CORP | $0 | – | -110 | -100.0% | -0.00% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -197 | -100.0% | -0.00% | – |
| UNF | Exit | UNIFIRST CORP MASS | $0 | – | -72 | -100.0% | -0.00% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -148 | -100.0% | -0.00% | – |
| AIN | Exit | ALBANY INTL CORPcl a | $0 | – | -165 | -100.0% | -0.00% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -363 | -100.0% | -0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -417 | -100.0% | -0.00% | – |
| CPRI | Exit | CAPRI HOLDINGS LIMITED | $0 | – | -609 | -100.0% | -0.00% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -476 | -100.0% | -0.00% | – |
| FNV | Exit | FRANCO NEV CORP | $0 | – | -185 | -100.0% | -0.00% | – |
| WSO | Exit | WATSCO INC | $0 | – | -69 | -100.0% | -0.00% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -74 | -100.0% | -0.00% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -204 | -100.0% | -0.00% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -145 | -100.0% | -0.00% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -73 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -270 | -100.0% | -0.00% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -157 | -100.0% | -0.00% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -275 | -100.0% | -0.00% | – |
| CTLT | Exit | CATALENT INC | $0 | – | -398 | -100.0% | -0.00% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -254 | -100.0% | -0.00% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -96 | -100.0% | -0.00% | – |
| AZEK | Exit | AZEK CO INCcl a | $0 | – | -1,691 | -100.0% | -0.00% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -95 | -100.0% | -0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -499 | -100.0% | -0.00% | – |
| AVY | Exit | AVERY DENNISON CORP | $0 | – | -218 | -100.0% | -0.00% | – |
| MKL | Exit | MARKEL CORP | $0 | – | -34 | -100.0% | -0.00% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -884 | -100.0% | -0.00% | – |
| PZZA | Exit | PAPA JOHNS INTL INC | $0 | – | -408 | -100.0% | -0.00% | – |
| TDC | Exit | TERADATA CORP DEL | $0 | – | -997 | -100.0% | -0.00% | – |
| BRO | Exit | BROWN & BROWN INC | $0 | – | -545 | -100.0% | -0.00% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -507 | -100.0% | -0.00% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -1,686 | -100.0% | -0.00% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -359 | -100.0% | -0.00% | – |
| THC | Exit | TENET HEALTHCARE CORP | $0 | – | -746 | -100.0% | -0.00% | – |
| KKR | Exit | KKR & CO INC | $0 | – | -1,074 | -100.0% | -0.00% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -4,554 | -100.0% | -0.00% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -972 | -100.0% | -0.00% | – |
| PRGO | Exit | PERRIGO CO PLC | $0 | – | -1,458 | -100.0% | -0.01% | – |
| CPRT | Exit | COPART INC | $0 | – | -503 | -100.0% | -0.01% | – |
| ARES | Exit | ARES MANAGEMENT CORPORATION | $0 | – | -837 | -100.0% | -0.01% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -3,715 | -100.0% | -0.01% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -116 | -100.0% | -0.01% | – |
| PCG | Exit | PG&E CORP | $0 | – | -5,880 | -100.0% | -0.01% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -1,358 | -100.0% | -0.01% | – |
| FMC | Exit | FMC CORP | $0 | – | -751 | -100.0% | -0.01% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -1,994 | -100.0% | -0.01% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -751 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -300 | -100.0% | -0.01% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -1,780 | -100.0% | -0.01% | – |
| MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -67 | -100.0% | -0.01% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -422 | -100.0% | -0.01% | – |
| HUM | Exit | HUMANA INC | $0 | – | -188 | -100.0% | -0.01% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -2,000 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -2,531 | -100.0% | -0.01% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -150 | -100.0% | -0.01% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -1,804 | -100.0% | -0.01% | – |
| FFIN | Exit | FIRST FINL BANKSHARES INC | $0 | – | -2,612 | -100.0% | -0.01% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -556 | -100.0% | -0.01% | – |
| ABMD | Exit | ABIOMED INC | $0 | – | -470 | -100.0% | -0.01% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -370 | -100.0% | -0.01% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -1,604 | -100.0% | -0.01% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -5,040 | -100.0% | -0.02% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -5,854 | -100.0% | -0.02% | – |
| CGW | Exit | INVESCO EXCH TRADED FD TR IIs&p gbl water | $0 | – | -7,703 | -100.0% | -0.03% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -6,750 | -100.0% | -0.04% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -4,503 | -100.0% | -0.04% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -14,060 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 6.6% |
| QUANTA SVCS INC | 8 | Q3 2023 | 4.7% |
| ALPHABET INC | 8 | Q3 2023 | 3.5% |
| VISA INC | 8 | Q3 2023 | 3.7% |
| PALO ALTO NETWORKS INC | 8 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.8% |
| IQVIA HLDGS INC | 8 | Q3 2023 | 3.4% |
| AMAZON COM INC | 8 | Q3 2023 | 3.1% |
| DEERE & CO | 8 | Q3 2023 | 3.6% |
| RESMED INC | 8 | Q3 2023 | 3.0% |
View Washington Trust Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-05-11 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-11 |
View Washington Trust Advisors, Inc.'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.