$1.03 Billion is the total value of Washington Trust Advisors, Inc.'s 854 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $67,610,019 | +13.8% | 348,559 | -3.3% | 6.56% | +8.3% |
| PWR | Sell | QUANTA SVCS INC | $44,067,766 | +7.7% | 224,321 | -8.6% | 4.27% | +2.6% |
| PANW | Sell | PALO ALTO NETWORKS INC | $41,942,735 | +22.7% | 164,153 | -4.1% | 4.07% | +16.8% |
| V | Sell | VISA INC | $37,512,995 | +3.1% | 157,963 | -2.1% | 3.64% | -1.8% |
| IQV | Sell | IQVIA HLDGS INC | $33,545,799 | +12.3% | 149,245 | -0.6% | 3.25% | +7.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $31,570,025 | +14.4% | 260,974 | -1.7% | 3.06% | +9.0% |
| AMZN | Sell | AMAZON COM INC | $31,451,437 | +26.1% | 241,266 | -0.1% | 3.05% | +20.1% |
| DE | Sell | DEERE & CO | $29,955,698 | -2.0% | 73,930 | -0.2% | 2.90% | -6.7% |
| RMD | Sell | RESMED INC | $28,361,956 | -0.4% | 129,803 | -0.2% | 2.75% | -5.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $26,175,279 | +11.0% | 218,674 | -3.8% | 2.54% | +5.7% |
| PEP | Sell | PEPSICO INC | $25,924,867 | +1.4% | 139,968 | -0.2% | 2.51% | -3.4% |
| FB | Sell | META PLATFORMS INCcl a | $25,635,231 | +29.0% | 89,328 | -4.7% | 2.49% | +22.9% |
| BDX | Buy | BECTON DICKINSON & CO | $25,466,405 | +7.2% | 96,460 | +0.6% | 2.47% | +2.2% |
| BKNG | Sell | BOOKING HOLDINGS INC | $24,470,392 | +1.4% | 9,062 | -0.4% | 2.37% | -3.4% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $23,633,500 | -12.9% | 32,891 | -0.4% | 2.29% | -17.0% |
| Sell | JACOBS SOLUTIONS INC | $21,897,636 | +1.1% | 184,184 | -0.0% | 2.12% | -3.7% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $21,141,841 | -8.2% | 117,946 | -0.7% | 2.05% | -12.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $20,764,019 | +4.8% | 69,322 | +0.5% | 2.01% | -0.2% |
| SBUX | Sell | STARBUCKS CORP | $20,664,865 | -5.1% | 208,610 | -0.2% | 2.00% | -9.6% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $18,575,201 | +6.6% | 322,654 | +1.7% | 1.80% | +1.5% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $16,477,436 | -7.3% | 55,699 | -0.3% | 1.60% | -11.7% |
| UBER | Buy | UBER TECHNOLOGIES INC | $15,114,379 | +41.5% | 350,113 | +3.9% | 1.47% | +34.9% |
| NKE | Sell | NIKE INCcl b | $14,832,735 | -10.1% | 134,391 | -0.2% | 1.44% | -14.5% |
| DIS | Buy | DISNEY WALT CO | $13,913,530 | -10.0% | 155,841 | +0.9% | 1.35% | -14.3% |
| APTV | Buy | APTIV PLC | $12,556,458 | +11.9% | 122,994 | +23.0% | 1.22% | +6.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $12,106,358 | -11.7% | 181,423 | +0.5% | 1.17% | -15.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $11,456,230 | -5.3% | 59,071 | -0.2% | 1.11% | -9.7% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $11,278,077 | -9.1% | 357,807 | +0.8% | 1.09% | -13.4% |
| NVDA | Sell | NVIDIA CORPORATION | $11,181,278 | +36.3% | 26,432 | -10.5% | 1.08% | +29.8% |
| INVH | Buy | INVITATION HOMES INC | $10,351,339 | +10.9% | 300,911 | +0.7% | 1.00% | +5.7% |
| GMED | Sell | GLOBUS MED INCcl a | $10,334,299 | +3.6% | 173,569 | -1.4% | 1.00% | -1.3% |
| XOM | Sell | EXXON MOBIL CORP | $9,584,075 | -2.4% | 89,362 | -0.2% | 0.93% | -7.0% |
| ECL | Buy | ECOLAB INC | $8,636,653 | +14.5% | 46,262 | +1.5% | 0.84% | +9.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $8,565,200 | +7.5% | 30,270 | -5.2% | 0.83% | +2.3% |
| SPLK | Buy | SPLUNK INC | $8,515,845 | +10.7% | 80,270 | +0.0% | 0.83% | +5.5% |
| MSFT | Sell | MICROSOFT CORP | $8,438,205 | +15.1% | 24,779 | -2.6% | 0.82% | +9.5% |
| VOO | Sell | VANGUARD INDEX FDS | $8,386,194 | -0.6% | 20,591 | -8.2% | 0.81% | -5.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $8,267,777 | +6.2% | 49,950 | -0.6% | 0.80% | +1.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $8,237,335 | +33.2% | 24,090 | -0.5% | 0.80% | +26.8% |
| VEEV | Buy | VEEVA SYS INC | $8,098,824 | +8.7% | 40,959 | +1.1% | 0.78% | +3.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $7,399,005 | +1.0% | 52,069 | -1.9% | 0.72% | -3.9% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $7,278,411 | -0.5% | 225,408 | -3.6% | 0.71% | -5.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $6,956,838 | +4.9% | 15,694 | -3.1% | 0.68% | 0.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $6,859,112 | +14.0% | 72,714 | -0.0% | 0.66% | +8.7% |
| CHWY | Buy | CHEWY INCcl a | $6,633,605 | +592.9% | 168,067 | +556.3% | 0.64% | +562.9% |
| MTN | Buy | VAIL RESORTS INC | $5,658,055 | +8.2% | 22,474 | +0.4% | 0.55% | +3.2% |
| DEO | Buy | DIAGEO PLCspon adr new | $5,459,268 | -3.7% | 31,469 | +0.6% | 0.53% | -8.3% |
| KMI | Buy | KINDER MORGAN INC DEL | $5,159,937 | -1.6% | 299,648 | +0.0% | 0.50% | -6.4% |
| AY | Sell | ATLANTICA SUSTAINABLE INFR P | $4,972,234 | -21.1% | 212,126 | -0.5% | 0.48% | -24.9% |
| MSGE | Buy | SPHERE ENTERTAINMENT COcl a | $4,834,883 | -38.6% | 176,520 | +32.3% | 0.47% | -41.5% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $4,728,414 | -4.0% | 94,154 | -3.1% | 0.46% | -8.6% |
| WMT | Buy | WALMART INC | $4,724,989 | +6.7% | 30,061 | +0.1% | 0.46% | +1.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,671,980 | +8.8% | 32,123 | -2.5% | 0.45% | +3.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $4,566,734 | -2.5% | 60,833 | -1.9% | 0.44% | -7.1% |
| ILMN | Buy | ILLUMINA INC | $4,477,824 | -19.3% | 23,883 | +0.1% | 0.43% | -23.2% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $3,907,923 | -6.7% | 74,536 | -4.6% | 0.38% | -11.2% |
| KO | Sell | COCA COLA CO | $3,902,462 | -3.0% | 64,803 | -0.1% | 0.38% | -7.8% |
| ABT | ABBOTT LABS | $3,178,697 | +7.7% | 29,157 | 0.0% | 0.31% | +2.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,157,504 | -1.3% | 14,366 | 0.0% | 0.31% | -6.1% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,125,774 | +4.9% | 14,190 | -2.8% | 0.30% | 0.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,092,739 | +1.1% | 20,382 | -0.9% | 0.30% | -3.5% |
| CSCO | Sell | CISCO SYS INC | $3,083,808 | -2.1% | 59,602 | -1.1% | 0.30% | -6.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,005,301 | +2.5% | 22,459 | +0.4% | 0.29% | -2.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,843,442 | +7.0% | 61,573 | +4.6% | 0.28% | +1.8% |
| New | MADISON SQUARE GARDEN ENTMT | $2,830,166 | – | 84,181 | +100.0% | 0.27% | – | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $2,331,288 | +2.9% | 16,847 | -0.3% | 0.23% | -2.2% |
| ABBV | Sell | ABBVIE INC | $2,257,402 | -17.4% | 16,755 | -2.3% | 0.22% | -21.2% |
| HD | Buy | HOME DEPOT INC | $2,221,420 | +5.7% | 7,151 | +0.4% | 0.22% | +0.5% |
| LOW | Sell | LOWES COS INC | $2,111,154 | +9.2% | 9,354 | -3.2% | 0.20% | +4.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,068,258 | +3.8% | 10,399 | -1.1% | 0.20% | -1.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,914,670 | -14.8% | 25,306 | -14.2% | 0.19% | -18.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,912,623 | -2.0% | 26,381 | -3.4% | 0.18% | -7.0% |
| PFE | Sell | PFIZER INC | $1,902,450 | -14.2% | 51,866 | -4.6% | 0.18% | -18.6% |
| DDD | Sell | 3-D SYS CORP DEL | $1,838,322 | -7.5% | 185,128 | -0.2% | 0.18% | -11.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,719,093 | +9.7% | 23,650 | +11.4% | 0.17% | +4.4% |
| ICLR | Sell | ICON PLC | $1,561,248 | +9.7% | 6,240 | -6.4% | 0.15% | +4.1% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,465,083 | -0.4% | 7,120 | -5.7% | 0.14% | -5.3% |
| FDX | FEDEX CORP | $1,426,417 | +8.5% | 5,754 | 0.0% | 0.14% | +3.0% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,425,803 | +12.3% | 21,123 | +11.2% | 0.14% | +7.0% |
| DOCU | Buy | DOCUSIGN INC | $1,371,665 | -10.7% | 26,848 | +1.9% | 0.13% | -14.7% |
| MCD | Sell | MCDONALDS CORP | $1,300,562 | +3.0% | 4,358 | -3.5% | 0.13% | -2.3% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $1,286,453 | -5.5% | 14,736 | -12.1% | 0.12% | -10.1% |
| CVX | Sell | CHEVRON CORP NEW | $1,164,549 | -8.5% | 7,401 | -5.1% | 0.11% | -13.1% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $1,154,448 | +3.8% | 22,883 | +0.1% | 0.11% | -0.9% |
| MRK | Buy | MERCK & CO INC | $1,127,839 | +8.6% | 9,774 | +0.2% | 0.11% | +2.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,103,197 | -17.9% | 4,009 | -27.1% | 0.11% | -21.9% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,102,752 | +5.9% | 4,800 | -0.2% | 0.11% | +0.9% |
| EVR | EVERCORE INCclass a | $1,096,244 | +7.1% | 8,870 | 0.0% | 0.11% | +1.9% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,084,614 | -2.8% | 11,072 | -2.8% | 0.10% | -7.9% |
| Buy | GENERAL ELECTRIC CO | $1,078,179 | +15.1% | 9,815 | +0.1% | 0.10% | +10.5% | |
| AXP | Sell | AMERICAN EXPRESS CO | $1,078,473 | -23.7% | 6,191 | -27.7% | 0.10% | -27.1% |
| XYL | XYLEM INC | $1,075,747 | +7.6% | 9,552 | 0.0% | 0.10% | +2.0% | |
| BLK | Buy | BLACKROCK INC | $1,061,592 | +4.8% | 1,536 | +1.5% | 0.10% | 0.0% |
| EEM | ISHARES TRmsci emg mkt etf | $1,066,499 | +0.3% | 26,959 | 0.0% | 0.10% | -4.6% | |
| PM | Sell | PHILIP MORRIS INTL INC | $1,034,577 | -6.7% | 10,598 | -7.0% | 0.10% | -11.5% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $977,550 | -10.9% | 9,500 | -9.5% | 0.10% | -15.2% |
| EMR | Sell | EMERSON ELEC CO | $945,932 | -8.8% | 10,465 | -12.0% | 0.09% | -13.2% |
| PPG | PPG INDS INC | $946,748 | +11.0% | 6,384 | 0.0% | 0.09% | +5.7% | |
| UNP | UNION PAC CORP | $939,821 | +1.7% | 4,593 | 0.0% | 0.09% | -3.2% | |
| MCO | MOODYS CORP | $930,499 | +13.6% | 2,676 | 0.0% | 0.09% | +8.4% | |
| New | CANADIAN PACIFIC KANSAS CITY | $922,555 | – | 11,422 | +100.0% | 0.09% | – | |
| IVV | ISHARES TRcore s&p500 etf | $916,826 | +8.4% | 2,057 | 0.0% | 0.09% | +3.5% | |
| INTC | Sell | INTEL CORP | $861,611 | -4.9% | 25,766 | -7.1% | 0.08% | -8.7% |
| PLD | Sell | PROLOGIS INC. | $832,659 | -2.2% | 6,790 | -0.5% | 0.08% | -6.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $777,035 | -11.6% | 19,101 | -12.2% | 0.08% | -16.7% |
| CAT | CATERPILLAR INC | $756,604 | +7.5% | 3,075 | 0.0% | 0.07% | +1.4% | |
| SLB | SCHLUMBERGER LTD | $735,572 | +0.0% | 14,975 | 0.0% | 0.07% | -5.3% | |
| NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $691,411 | +4.9% | 53,432 | 0.0% | 0.07% | 0.0% | |
| EQIX | Sell | EQUINIX INC | $689,084 | +3.9% | 879 | -4.5% | 0.07% | -1.5% |
| MO | Sell | ALTRIA GROUP INC | $671,256 | -12.6% | 14,818 | -13.9% | 0.06% | -16.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $654,621 | -5.4% | 13,281 | -6.3% | 0.06% | -10.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $633,187 | -17.1% | 1,317 | -18.6% | 0.06% | -21.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $619,957 | -29.6% | 3,928 | -32.1% | 0.06% | -33.3% |
| LLY | Buy | LILLY ELI & CO | $600,747 | +38.4% | 1,281 | +1.3% | 0.06% | +31.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $586,086 | -7.7% | 9,165 | +0.1% | 0.06% | -12.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $581,990 | +3.9% | 1,081 | -4.1% | 0.06% | -1.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $570,796 | -8.7% | 1,094 | +0.8% | 0.06% | -14.1% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $535,731 | +4.2% | 3,239 | 0.0% | 0.05% | 0.0% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $541,227 | +6.8% | 14,553 | +11.7% | 0.05% | 0.0% |
| CRM | Buy | SALESFORCE INC | $526,451 | +9.3% | 2,492 | +3.4% | 0.05% | +4.1% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $518,494 | +2.4% | 14,544 | 0.0% | 0.05% | -3.8% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $518,789 | -23.7% | 6,865 | -22.8% | 0.05% | -27.5% |
| QCOM | Sell | QUALCOMM INC | $487,588 | -15.2% | 4,096 | -9.2% | 0.05% | -20.3% |
| EFX | EQUIFAX INC | $441,894 | +16.0% | 1,878 | 0.0% | 0.04% | +10.3% | |
| HON | Buy | HONEYWELL INTL INC | $448,615 | +9.1% | 2,162 | +0.5% | 0.04% | +2.4% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $442,050 | +7.1% | 1,250 | +1.2% | 0.04% | +2.4% |
| CCI | CROWN CASTLE INC | $418,160 | -14.9% | 3,670 | 0.0% | 0.04% | -18.0% | |
| NBTB | NBT BANCORP INC | $415,643 | -5.5% | 13,050 | 0.0% | 0.04% | -11.1% | |
| NOW | Sell | SERVICENOW INC | $416,982 | +17.0% | 742 | -3.3% | 0.04% | +11.1% |
| SDY | SPDR SER TRs&p divid etf | $413,953 | -0.9% | 3,377 | 0.0% | 0.04% | -7.0% | |
| BA | Buy | BOEING CO | $406,489 | +8.2% | 1,925 | +8.9% | 0.04% | +2.6% |
| TSLA | Sell | TESLA INC | $396,491 | +18.6% | 1,515 | -6.0% | 0.04% | +11.8% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $394,924 | +6.6% | 14,546 | 0.0% | 0.04% | 0.0% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $377,757 | -15.3% | 5,179 | -19.0% | 0.04% | -17.8% |
| CARR | CARRIER GLOBAL CORPORATION | $379,338 | +8.7% | 7,631 | 0.0% | 0.04% | +2.8% | |
| DUK | DUKE ENERGY CORP NEW | $347,384 | -7.0% | 3,871 | 0.0% | 0.03% | -10.5% | |
| NEE | Buy | NEXTERA ENERGY INC | $348,741 | +44.5% | 4,700 | +50.1% | 0.03% | +36.0% |
| ITT | Sell | ITT INC | $345,157 | +6.3% | 3,703 | -1.6% | 0.03% | 0.0% |
| TXN | TEXAS INSTRS INC | $327,457 | -3.2% | 1,819 | 0.0% | 0.03% | -5.9% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $332,033 | +6.6% | 1,076 | -1.3% | 0.03% | 0.0% |
| HDV | ISHARES TRcore high dv etf | $320,714 | -0.9% | 3,182 | 0.0% | 0.03% | -6.1% | |
| DIM | Sell | WISDOMTREE TRintl midcap dv | $322,562 | -42.6% | 5,601 | -41.7% | 0.03% | -45.6% |
| OTIS | OTIS WORLDWIDE CORP | $321,772 | +5.5% | 3,615 | 0.0% | 0.03% | 0.0% | |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $313,344 | +0.1% | 3,857 | +1.0% | 0.03% | -6.2% | |
| T | Sell | AT&T INC | $304,996 | -19.2% | 19,122 | -2.5% | 0.03% | -21.1% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $305,170 | +3.1% | 5,936 | 0.0% | 0.03% | 0.0% | |
| MMM | 3M CO | $298,419 | -4.8% | 2,981 | 0.0% | 0.03% | -9.4% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $302,014 | +0.4% | 12,262 | 0.0% | 0.03% | -6.5% | |
| AMGN | Sell | AMGEN INC | $302,174 | -9.5% | 1,361 | -1.5% | 0.03% | -14.7% |
| AROW | ARROW FINL CORP | $277,872 | -19.1% | 13,797 | 0.0% | 0.03% | -22.9% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $281,910 | +1.5% | 717 | -6.2% | 0.03% | -3.6% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $279,556 | +125.9% | 15,750 | +118.3% | 0.03% | +107.7% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $269,120 | -34.4% | 6,477 | -40.1% | 0.03% | -38.1% |
| IJH | ISHARES TRcore s&p mcp etf | $263,572 | +4.5% | 1,008 | 0.0% | 0.03% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $269,280 | +7.1% | 4,125 | 0.0% | 0.03% | 0.0% | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $257,044 | -12.8% | 4,475 | -18.0% | 0.02% | -16.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $258,037 | +475.0% | 1,172 | +450.2% | 0.02% | +400.0% |
| LNT | Sell | ALLIANT ENERGY CORP | $255,368 | -5.6% | 4,866 | -3.9% | 0.02% | -10.7% |
| ORCL | Sell | ORACLE CORP | $254,019 | +8.3% | 2,133 | -15.5% | 0.02% | +4.2% |
| PH | Buy | PARKER-HANNIFIN CORP | $252,764 | +26.0% | 648 | +8.5% | 0.02% | +25.0% |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $244,990 | +8.4% | 5,087 | 0.0% | 0.02% | +4.3% | |
| AMLP | ALPS ETF TRalerian mlp | $243,142 | +1.4% | 6,201 | 0.0% | 0.02% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $246,127 | +13.0% | 1,486 | 0.0% | 0.02% | +9.1% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $244,770 | -21.0% | 2,907 | -14.6% | 0.02% | -25.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $245,730 | +9.9% | 7,333 | -1.2% | 0.02% | +4.3% |
| GS | GOLDMAN SACHS GROUP INC | $233,842 | -1.4% | 725 | 0.0% | 0.02% | -4.2% | |
| NEOG | Buy | NEOGEN CORP | $236,337 | +18.5% | 10,866 | +0.9% | 0.02% | +15.0% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $229,939 | +5.1% | 1,658 | +0.5% | 0.02% | 0.0% |
| DIMENSIONAL ETF TRUSTus mktwide value | $223,146 | +3.0% | 6,468 | 0.0% | 0.02% | 0.0% | ||
| UL | Sell | UNILEVER PLCspon adr new | $226,297 | -7.4% | 4,341 | -7.7% | 0.02% | -12.0% |
| SU | Sell | SUNCOR ENERGY INC NEW | $222,979 | -16.7% | 7,605 | -11.8% | 0.02% | -18.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $227,603 | +4.6% | 1,521 | +1.1% | 0.02% | 0.0% |
| TMUS | Sell | T-MOBILE US INC | $226,407 | -18.2% | 1,630 | -14.7% | 0.02% | -21.4% |
| Buy | LINDE PLC | $225,219 | +186.7% | 591 | +167.4% | 0.02% | +175.0% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $230,800 | -7.8% | 1,600 | -11.1% | 0.02% | -12.0% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $216,128 | +4.8% | 1,535 | +2.0% | 0.02% | 0.0% |
| Sell | WORLD GOLD TRspdr gld minis | $216,771 | -6.2% | 5,691 | -3.6% | 0.02% | -12.5% | |
| VPU | VANGUARD WORLD FDSutilities etf | $212,545 | -3.6% | 1,495 | 0.0% | 0.02% | -4.5% | |
| D | DOMINION ENERGY INC | $207,160 | -7.4% | 4,000 | 0.0% | 0.02% | -13.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $202,615 | -8.7% | 576 | -18.2% | 0.02% | -13.0% |
| WFC | Sell | WELLS FARGO CO NEW | $202,731 | +2.9% | 4,750 | -9.9% | 0.02% | 0.0% |
| FISV | Sell | FISERV INC | $198,057 | -2.8% | 1,570 | -12.9% | 0.02% | -9.5% |
| PAYX | PAYCHEX INC | $192,976 | -2.4% | 1,725 | 0.0% | 0.02% | -5.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $188,298 | -7.3% | 2,475 | 0.0% | 0.02% | -14.3% | |
| HYHG | PROSHARES TRhgh yld int rate | $183,540 | +2.4% | 3,000 | 0.0% | 0.02% | 0.0% | |
| SHELL PLCspon ads | $182,831 | +4.9% | 3,028 | 0.0% | 0.02% | 0.0% | ||
| ENB | ENBRIDGE INC | $189,949 | -2.6% | 5,113 | 0.0% | 0.02% | -10.0% | |
| WM | WASTE MGMT INC DEL | $190,416 | +6.3% | 1,098 | 0.0% | 0.02% | 0.0% | |
| MDT | Buy | MEDTRONIC PLC | $172,853 | +83.3% | 1,962 | +67.7% | 0.02% | +70.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $174,072 | +6.3% | 1,691 | +9.8% | 0.02% | 0.0% |
| ALL | ALLSTATE CORP | $165,741 | -1.6% | 1,520 | 0.0% | 0.02% | -5.9% | |
| BAC | Buy | BANK AMERICA CORP | $159,880 | +0.4% | 5,573 | +0.1% | 0.02% | 0.0% |
| MTB | Sell | M & T BK CORP | $153,215 | -10.6% | 1,238 | -13.6% | 0.02% | -11.8% |
| TT | TRANE TECHNOLOGIES PLC | $153,008 | +4.0% | 800 | 0.0% | 0.02% | 0.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $156,703 | +8.5% | 773 | 0.0% | 0.02% | 0.0% | |
| MLN | VANECK ETF TRUSTlong muni etf | $152,665 | -0.3% | 8,505 | 0.0% | 0.02% | -6.2% | |
| ED | CONSOLIDATED EDISON INC | $153,680 | -5.5% | 1,700 | 0.0% | 0.02% | -11.8% | |
| IVW | ISHARES TRs&p 500 grwt etf | $153,788 | +10.3% | 2,182 | 0.0% | 0.02% | +7.1% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $142,652 | -49.4% | 433 | -54.9% | 0.01% | -51.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $140,843 | -4.1% | 309 | -2.8% | 0.01% | -6.7% |
| UDR | UDR INC | $139,277 | +4.6% | 3,242 | 0.0% | 0.01% | 0.0% | |
| NFLX | Sell | NETFLIX INC | $146,953 | -6.5% | 334 | -26.6% | 0.01% | -12.5% |
| AMP | Sell | AMERIPRISE FINL INC | $148,808 | +2.9% | 448 | -5.1% | 0.01% | -6.7% |
| NI | Buy | NISOURCE INC | $142,220 | +1.7% | 5,200 | +4.0% | 0.01% | 0.0% |
| AWK | AMERICAN WTR WKS CO INC NEW | $133,900 | -2.6% | 938 | 0.0% | 0.01% | -7.1% | |
| SRE | Sell | SEMPRA | $129,430 | -4.2% | 889 | -0.6% | 0.01% | -7.1% |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $136,875 | +8.1% | 3,750 | 0.0% | 0.01% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $137,217 | -6.4% | 4,653 | 0.0% | 0.01% | -13.3% | |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $139,166 | +24.9% | 1,395 | +24.2% | 0.01% | +18.2% |
| AVGO | Sell | BROADCOM INC | $133,793 | -13.8% | 154 | -36.4% | 0.01% | -18.8% |
| ANTM | Buy | ELEVANCE HEALTH INC | $132,844 | +2.8% | 299 | +6.4% | 0.01% | 0.0% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $128,460 | -12.6% | 683 | -22.6% | 0.01% | -20.0% |
| INGR | Sell | INGREDION INC | $123,856 | -4.1% | 1,169 | -7.9% | 0.01% | -7.7% |
| EVN | Sell | EATON VANCE MUNI INCOME TRUSsh ben int | $128,355 | -15.0% | 12,900 | -13.4% | 0.01% | -20.0% |
| YUM | YUM BRANDS INC | $122,479 | +4.9% | 884 | 0.0% | 0.01% | 0.0% | |
| CVS | Sell | CVS HEALTH CORP | $121,462 | -21.9% | 1,757 | -16.0% | 0.01% | -25.0% |
| OKE | ONEOK INC NEW | $123,440 | -2.9% | 2,000 | 0.0% | 0.01% | -7.7% | |
| C | CITIGROUP INC | $120,855 | -1.8% | 2,625 | 0.0% | 0.01% | -7.7% | |
| EIX | Sell | EDISON INTL | $118,552 | -3.8% | 1,707 | -2.2% | 0.01% | -15.4% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $115,080 | -31.8% | 2,877 | -30.2% | 0.01% | -35.3% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $117,992 | +4.4% | 721 | 0.0% | 0.01% | -8.3% | |
| NSC | NORFOLK SOUTHN CORP | $113,380 | +7.0% | 500 | 0.0% | 0.01% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $116,657 | -3.0% | 1,366 | -0.3% | 0.01% | -8.3% |
| LRCX | Buy | LAM RESEARCH CORP | $109,287 | +33.9% | 170 | +10.4% | 0.01% | +37.5% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $115,411 | +12.6% | 330 | 0.0% | 0.01% | +10.0% | |
| SYK | Sell | STRYKER CORPORATION | $111,359 | -18.0% | 365 | -23.3% | 0.01% | -21.4% |
| BROOKFIELD CORPcl a ltd vt sh | $115,218 | +3.3% | 3,424 | 0.0% | 0.01% | 0.0% | ||
| PMX | Sell | PIMCO MUN INCOME FD III | $108,675 | -15.6% | 13,500 | -12.9% | 0.01% | -15.4% |
| TXRH | Sell | TEXAS ROADHOUSE INC | $107,116 | +1.3% | 954 | -2.6% | 0.01% | -9.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $106,227 | +11.9% | 1,066 | +8.6% | 0.01% | 0.0% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $103,039 | +1.2% | 1,670 | 0.0% | 0.01% | 0.0% | |
| BK | Buy | BANK NEW YORK MELLON CORP | $105,068 | -0.9% | 2,360 | +1.1% | 0.01% | -9.1% |
| KMB | KIMBERLY-CLARK CORP | $106,997 | +2.9% | 775 | 0.0% | 0.01% | -9.1% | |
| CL | COLGATE PALMOLIVE CO | $104,159 | +2.5% | 1,352 | 0.0% | 0.01% | 0.0% | |
| DLN | Sell | WISDOMTREE TRus largecap divd | $103,350 | -3.1% | 1,625 | -5.8% | 0.01% | -9.1% |
| SHW | Sell | SHERWIN WILLIAMS CO | $99,836 | -4.9% | 376 | -19.5% | 0.01% | -9.1% |
| OGE | OGE ENERGY CORP | $107,730 | -4.6% | 3,000 | 0.0% | 0.01% | -16.7% | |
| ADSK | Sell | AUTODESK INC | $104,147 | -28.7% | 509 | -27.5% | 0.01% | -33.3% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $89,575 | -8.0% | 42 | -26.3% | 0.01% | -10.0% |
| ASML | Sell | ASML HOLDING N V | $88,420 | -24.0% | 122 | -28.7% | 0.01% | -25.0% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $88,861 | -27.1% | 809 | -29.5% | 0.01% | -25.0% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $89,360 | +87.4% | 365 | +82.5% | 0.01% | +80.0% |
| SPYX | SPDR SER TRspdr s&p 500 etf | $92,017 | +8.8% | 2,544 | 0.0% | 0.01% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $93,775 | +10.4% | 275 | 0.0% | 0.01% | 0.0% | |
| Sell | CONSTELLATION ENERGY CORP | $90,360 | -9.1% | 987 | -22.1% | 0.01% | -10.0% | |
| GLD | SPDR GOLD TR | $88,244 | -2.7% | 495 | 0.0% | 0.01% | 0.0% | |
| CSX | CSX CORP | $94,116 | +13.9% | 2,760 | 0.0% | 0.01% | +12.5% | |
| TFC | TRUIST FINL CORP | $96,089 | -11.0% | 3,166 | 0.0% | 0.01% | -18.2% | |
| MUB | ISHARES TRnational mun etf | $96,057 | -0.9% | 900 | 0.0% | 0.01% | -10.0% | |
| USMV | ISHARES TRmsci usa min vol | $96,629 | +2.2% | 1,300 | 0.0% | 0.01% | -10.0% | |
| SUB | Sell | ISHARES TRshrt nat mun etf | $83,232 | -15.9% | 800 | -15.3% | 0.01% | -20.0% |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $79,599 | +1.3% | 338 | 0.0% | 0.01% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $81,653 | -3.4% | 650 | 0.0% | 0.01% | -11.1% | |
| ES | EVERSOURCE ENERGY | $84,608 | -9.4% | 1,193 | 0.0% | 0.01% | -20.0% | |
| DTE | Sell | DTE ENERGY CO | $84,606 | -30.5% | 769 | -30.8% | 0.01% | -33.3% |
| FVD | FIRST TR VALUE LINE DIVID IN | $71,160 | -0.2% | 1,775 | 0.0% | 0.01% | 0.0% | |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $75,786 | -14.4% | 327 | -3.5% | 0.01% | -22.2% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $71,837 | +4.5% | 150 | 0.0% | 0.01% | 0.0% | |
| CSWC | CAPITAL SOUTHWEST CORP | $72,452 | +10.9% | 3,674 | 0.0% | 0.01% | 0.0% | |
| WDAY | Sell | WORKDAY INCcl a | $75,448 | -27.7% | 334 | -33.9% | 0.01% | -36.4% |
| CW | CURTISS WRIGHT CORP | $76,784 | +4.3% | 418 | 0.0% | 0.01% | 0.0% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $74,756 | +1.1% | 3,207 | 0.0% | 0.01% | -12.5% | ||
| DOW | DOW INC | $67,960 | -2.8% | 1,276 | 0.0% | 0.01% | 0.0% | |
| DD | Sell | DUPONT DE NEMOURS INC | $70,227 | -1.2% | 983 | -0.7% | 0.01% | 0.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $71,528 | -7.2% | 856 | -7.8% | 0.01% | -12.5% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $68,319 | -52.5% | 707 | -55.3% | 0.01% | -53.3% |
| EFAV | ISHARES TRmsci eafe min vl | $70,605 | -0.2% | 1,046 | 0.0% | 0.01% | 0.0% | |
| XEL | Sell | XCEL ENERGY INC | $64,036 | -17.4% | 1,030 | -10.4% | 0.01% | -25.0% |
| IJS | ISHARES TRsp smcp600vl etf | $65,993 | +1.6% | 694 | 0.0% | 0.01% | -14.3% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $60,902 | +5.7% | 1,080 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $57,981 | +447.7% | 509 | +371.3% | 0.01% | +500.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $60,147 | -30.0% | 123 | -44.8% | 0.01% | -33.3% |
| EFG | ISHARES TReafe grwth etf | $59,155 | +1.8% | 620 | 0.0% | 0.01% | 0.0% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $66,230 | -19.5% | 445 | -24.2% | 0.01% | -25.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $64,649 | -6.3% | 175 | -18.6% | 0.01% | -14.3% |
| EPAM | Sell | EPAM SYS INC | $59,334 | -26.2% | 264 | -1.9% | 0.01% | -25.0% |
| URTH | Buy | ISHARES INCmsci world etf | $57,126 | +6.2% | 459 | +0.4% | 0.01% | +20.0% |
| DOV | Sell | DOVER CORP | $59,060 | -7.9% | 400 | -5.2% | 0.01% | -14.3% |
| TEL | Sell | TE CONNECTIVITY LTD | $62,932 | -34.4% | 449 | -38.7% | 0.01% | -40.0% |
| GILD | Sell | GILEAD SCIENCES INC | $62,196 | -28.3% | 807 | -22.8% | 0.01% | -33.3% |
| RYN | Sell | RAYONIER INC | $57,431 | -11.2% | 1,829 | -6.0% | 0.01% | -14.3% |
| ADI | Sell | ANALOG DEVICES INC | $64,761 | -40.6% | 332 | -40.0% | 0.01% | -45.5% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $47,085 | -41.3% | 691 | -48.1% | 0.01% | -37.5% |
| TIP | ISHARES TRtips bd etf | $53,810 | -2.4% | 500 | 0.0% | 0.01% | -16.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $55,335 | +1.7% | 2,100 | 0.0% | 0.01% | -16.7% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $50,464 | +0.3% | 806 | 0.0% | 0.01% | 0.0% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $54,685 | +186.9% | 1,011 | +165.4% | 0.01% | +150.0% |
| INTU | Sell | INTUIT | $55,989 | -60.8% | 122 | -61.9% | 0.01% | -66.7% |
| TJX | Sell | TJX COS INC NEW | $52,811 | +0.7% | 623 | -6.9% | 0.01% | 0.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $50,196 | -5.6% | 453 | +0.4% | 0.01% | 0.0% |
| CI | Sell | THE CIGNA GROUP | $53,876 | +9.2% | 192 | -0.5% | 0.01% | 0.0% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $48,899 | +0.5% | 461 | 0.0% | 0.01% | 0.0% | |
| SNPS | Buy | SYNOPSYS INC | $49,256 | +37.1% | 113 | +21.5% | 0.01% | +25.0% |
| IWR | ISHARES TRrus mid cap etf | $51,925 | +4.4% | 711 | 0.0% | 0.01% | 0.0% | |
| EFV | ISHARES TReafe value etf | $49,528 | +0.8% | 1,012 | 0.0% | 0.01% | 0.0% | |
| SHOP | Sell | SHOPIFY INCcl a | $47,546 | +31.0% | 736 | -2.8% | 0.01% | +25.0% |
| ILCG | ISHARES TRmorningstar grwt | $46,757 | +12.6% | 750 | 0.0% | 0.01% | +25.0% | |
| DHR | Sell | DANAHER CORPORATION | $48,000 | -40.1% | 200 | -37.1% | 0.01% | -37.5% |
| TRV | Buy | TRAVELERS COMPANIES INC | $56,497 | +1.7% | 325 | +0.3% | 0.01% | -16.7% |
| MGEE | MGE ENERGY INC | $53,004 | +1.9% | 670 | 0.0% | 0.01% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $41,139 | -16.9% | 900 | 0.0% | 0.00% | -20.0% | |
| MSCI | MSCI INC | $42,706 | -16.2% | 91 | 0.0% | 0.00% | -20.0% | |
| ALRM | ALARM COM HLDGS INC | $39,536 | +2.8% | 765 | 0.0% | 0.00% | 0.0% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $42,400 | +2.1% | 262 | +0.4% | 0.00% | 0.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $38,628 | -42.8% | 263 | -46.5% | 0.00% | -42.9% |
| SPOT | SPOTIFY TECHNOLOGY S A | $38,532 | +20.2% | 240 | 0.0% | 0.00% | +33.3% | |
| LULU | Sell | LULULEMON ATHLETICA INC | $40,449 | -23.4% | 107 | -26.2% | 0.00% | -20.0% |
| CTVA | Sell | CORTEVA INC | $36,559 | -41.8% | 638 | -38.8% | 0.00% | -33.3% |
| SO | SOUTHERN CO | $45,663 | +1.0% | 650 | 0.0% | 0.00% | -20.0% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $44,579 | -77.6% | 227 | -71.8% | 0.00% | -80.0% |
| COF | Sell | CAPITAL ONE FINL CORP | $46,264 | -13.5% | 423 | -23.9% | 0.00% | -20.0% |
| Sell | ATLASSIAN CORPORATIONcl a | $44,666 | -25.9% | 266 | -24.4% | 0.00% | -33.3% | |
| IR | INGERSOLL RAND INC | $46,079 | +12.3% | 705 | 0.0% | 0.00% | 0.0% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $44,407 | +2.5% | 183 | -4.2% | 0.00% | 0.0% |
| IWM | ISHARES TRrussell 2000 etf | $40,638 | +5.0% | 217 | 0.0% | 0.00% | 0.0% | |
| IMO | IMPERIAL OIL LTD | $39,931 | +0.8% | 780 | 0.0% | 0.00% | 0.0% | |
| IT | Buy | GARTNER INC | $41,533 | +22.6% | 119 | +14.4% | 0.00% | +33.3% |
| GATX | Sell | GATX CORP | $41,326 | -10.1% | 321 | -23.2% | 0.00% | -20.0% |
| IDXX | Buy | IDEXX LABS INC | $43,192 | +18.3% | 86 | +17.8% | 0.00% | 0.0% |
| FDS | FACTSET RESH SYS INC | $36,860 | -3.5% | 92 | 0.0% | 0.00% | 0.0% | |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $42,396 | +9.4% | 350 | -0.6% | 0.00% | 0.0% |
| DSM | Sell | BNY MELLON STRATEGIC MUN BD | $37,050 | -17.8% | 6,500 | -13.3% | 0.00% | -20.0% |
| ZTS | Sell | ZOETIS INCcl a | $40,987 | -46.8% | 238 | -48.6% | 0.00% | -50.0% |
| XLK | SELECT SECTOR SPDR TRtechnology | $37,728 | +15.1% | 217 | 0.0% | 0.00% | +33.3% | |
| MAIN | MAIN STR CAP CORP | $45,194 | +1.4% | 1,129 | 0.0% | 0.00% | -20.0% | |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $42,726 | +26.9% | 901 | +28.0% | 0.00% | +33.3% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $29,285 | -8.4% | 199 | -25.7% | 0.00% | 0.0% |
| HUBS | Sell | HUBSPOT INC | $31,394 | -44.1% | 59 | -55.0% | 0.00% | -50.0% |
| ETN | Sell | EATON CORP PLC | $34,188 | -84.9% | 170 | -87.1% | 0.00% | -87.0% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $33,477 | -45.1% | 230 | -46.9% | 0.00% | -50.0% |
| HAS | Sell | HASBRO INC | $34,428 | +13.9% | 532 | -5.5% | 0.00% | 0.0% |
| Buy | APOLLO GLOBAL MGMT INC | $35,179 | +27.7% | 458 | +5.0% | 0.00% | 0.0% | |
| GHC | GRAHAM HLDGS CO | $28,574 | -4.1% | 50 | 0.0% | 0.00% | 0.0% | |
| BKR | Sell | BAKER HUGHES COMPANYcl a | $34,835 | -33.9% | 1,102 | -39.6% | 0.00% | -40.0% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $35,451 | -18.1% | 37 | -27.5% | 0.00% | -25.0% |
| FAST | FASTENAL CO | $25,956 | +9.4% | 440 | 0.0% | 0.00% | +50.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $26,124 | +61.9% | 1,200 | 0.0% | 0.00% | +50.0% | |
| AMERICA MOVIL SAB DE CVspon ads rp cl b | $25,968 | +2.8% | 1,200 | 0.0% | 0.00% | 0.0% | ||
| DLTR | Sell | DOLLAR TREE INC | $33,122 | -22.6% | 231 | -22.5% | 0.00% | -25.0% |
| DTM | DT MIDSTREAM INC | $27,760 | +0.4% | 560 | 0.0% | 0.00% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $33,357 | -30.1% | 2,660 | -15.8% | 0.00% | -40.0% | |
| LEN | Sell | LENNAR CORPcl a | $33,333 | +13.7% | 266 | -4.7% | 0.00% | 0.0% |
| WMB | Sell | WILLIAMS COS INC | $34,849 | -1.6% | 1,068 | -9.9% | 0.00% | -25.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $30,092 | -2.0% | 400 | 0.0% | 0.00% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $32,227 | -2.6% | 70 | 0.0% | 0.00% | 0.0% | |
| CABO | CABLE ONE INC | $32,854 | -6.4% | 50 | 0.0% | 0.00% | -25.0% | |
| BFK | BLACKROCK MUN INCOME TRsh ben int | $29,820 | -2.6% | 3,000 | 0.0% | 0.00% | 0.0% | |
| SQ | Buy | BLOCK INCcl a | $29,558 | +6.6% | 444 | +9.9% | 0.00% | 0.0% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $33,440 | -3.3% | 511 | 0.0% | 0.00% | -25.0% | |
| MCK | MCKESSON CORP | $28,630 | +20.0% | 67 | 0.0% | 0.00% | +50.0% | |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $32,238 | -21.0% | 795 | -20.1% | 0.00% | -25.0% |
| SEIC | Sell | SEI INVTS CO | $31,361 | +2.2% | 526 | -1.3% | 0.00% | 0.0% |
| MPWR | New | MONOLITHIC PWR SYS INC | $34,081 | – | 63 | +100.0% | 0.00% | – |
| CSWI | Sell | CSW INDUSTRIALS INC | $33,238 | -56.9% | 200 | -64.0% | 0.00% | -62.5% |
| SYY | Sell | SYSCO CORP | $30,793 | -14.3% | 415 | -10.8% | 0.00% | -25.0% |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $30,660 | +81.4% | 2,000 | 0.0% | 0.00% | +50.0% | |
| OGS | ONE GAS INC | $25,885 | -3.1% | 337 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $35,218 | +9.7% | 349 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $24,251 | +21.5% | 50 | 0.0% | 0.00% | 0.0% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $25,230 | -8.1% | 151 | -14.7% | 0.00% | -33.3% |
| PINS | Buy | PINTEREST INCcl a | $18,769 | +468.8% | 686 | +466.9% | 0.00% | – |
| DKS | DICKS SPORTING GOODS INC | $15,731 | -6.8% | 119 | 0.0% | 0.00% | 0.0% | |
| TXT | Sell | TEXTRON INC | $15,758 | -13.5% | 233 | -9.7% | 0.00% | 0.0% |
| MRO | MARATHON OIL CORP | $23,020 | -3.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PFGC | Sell | PERFORMANCE FOOD GROUP CO | $17,892 | -9.0% | 297 | -8.9% | 0.00% | 0.0% |
| EEMV | ISHARES INCmsci emerg mrkt | $22,982 | +0.7% | 418 | 0.0% | 0.00% | 0.0% | |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $18,771 | +40.3% | 314 | +1.6% | 0.00% | +100.0% |
| STWD | STARWOOD PPTY TR INC | $19,400 | +9.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EDR | Buy | ENDEAVOR GROUP HLDGS INC | $18,802 | +24.1% | 786 | +24.2% | 0.00% | 0.0% |
| ESS | Sell | ESSEX PPTY TR INC | $23,665 | +3.8% | 101 | -7.3% | 0.00% | 0.0% |
| MTCH | Sell | MATCH GROUP INC NEW | $16,238 | -16.2% | 388 | -23.2% | 0.00% | 0.0% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $16,981 | +13.6% | 100 | 0.0% | 0.00% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $24,290 | +2.5% | 183 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $22,039 | -1.7% | 225 | 0.0% | 0.00% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $25,054 | -0.7% | 345 | 0.0% | 0.00% | -33.3% | |
| MET | Sell | METLIFE INC | $20,634 | -7.5% | 365 | -5.2% | 0.00% | 0.0% |
| SAP | Sell | SAP SEspon adr | $18,743 | +2.8% | 137 | -4.9% | 0.00% | 0.0% |
| MTX | Sell | MINERALS TECHNOLOGIES INC | $23,076 | -52.3% | 400 | -50.0% | 0.00% | -60.0% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $19,450 | +8.4% | 172 | 0.0% | 0.00% | 0.0% | |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $17,351 | -56.2% | 218 | -49.4% | 0.00% | -50.0% |
| GOVT | ISHARES TRus treas bd etf | $22,099 | -2.1% | 965 | 0.0% | 0.00% | 0.0% | |
| SPGI | Sell | S&P GLOBAL INC | $25,657 | -52.6% | 64 | -59.2% | 0.00% | -66.7% |
| HLI | HOULIHAN LOKEY INCcl a | $15,632 | +12.4% | 159 | 0.0% | 0.00% | +100.0% | |
| GOLF | ACUSHNET HLDGS CORP | $21,872 | +7.3% | 400 | 0.0% | 0.00% | 0.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $21,497 | -2.1% | 2,077 | 0.0% | 0.00% | 0.0% | |
| ON | Sell | ON SEMICONDUCTOR CORP | $22,227 | -10.6% | 235 | -22.2% | 0.00% | -33.3% |
| FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $16,072 | +16.4% | 145 | 0.0% | 0.00% | +100.0% | |
| IWV | ISHARES TRrussell 3000 etf | $23,667 | +8.1% | 93 | 0.0% | 0.00% | 0.0% | |
| NOV | NOV INC | $23,916 | -13.3% | 1,491 | 0.0% | 0.00% | -33.3% | |
| GIS | GENERAL MLS INC | $24,544 | -10.3% | 320 | 0.0% | 0.00% | -33.3% | |
| GPC | Sell | GENUINE PARTS CO | $16,923 | -15.7% | 100 | -16.7% | 0.00% | 0.0% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $16,854 | +8.5% | 167 | 0.0% | 0.00% | 0.0% | |
| FLEX | Buy | FLEX LTDord | $23,771 | +22.7% | 860 | +2.1% | 0.00% | 0.0% |
| TGT | Sell | TARGET CORP | $17,374 | -26.1% | 132 | -7.0% | 0.00% | 0.0% |
| RQI | COHEN & STEERS QUALITY INCOM | $16,658 | -2.7% | 1,436 | 0.0% | 0.00% | 0.0% | |
| BIIB | Sell | BIOGEN INC | $24,498 | -55.0% | 86 | -56.1% | 0.00% | -66.7% |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $25,643 | -2.1% | 2,426 | 0.0% | 0.00% | -33.3% | |
| CNC | CENTENE CORP DEL | $22,529 | +6.7% | 334 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $16,103 | -10.9% | 285 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $24,172 | -18.4% | 290 | 0.0% | 0.00% | -33.3% | |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $16,371 | +4.6% | 165 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $17,543 | +5.5% | 108 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $21,095 | -0.7% | 602 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $18,916 | -1.0% | 415 | 0.0% | 0.00% | 0.0% | |
| SNOW | Sell | SNOWFLAKE INCcl a | $19,358 | -44.7% | 110 | -51.5% | 0.00% | -50.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $19,186 | -56.5% | 98 | -56.4% | 0.00% | -50.0% |
| WBS | Sell | WEBSTER FINL CORP | $15,516 | -14.6% | 411 | -10.8% | 0.00% | 0.0% |
| COTY | Sell | COTY INC | $16,653 | -51.2% | 1,355 | -52.1% | 0.00% | -33.3% |
| CNQ | CANADIAN NAT RES LTD | $18,904 | +1.6% | 336 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $17,094 | -17.6% | 600 | 0.0% | 0.00% | 0.0% | |
| FLYW | FLYWIRE CORPORATION | $10,740 | +5.7% | 346 | 0.0% | 0.00% | 0.0% | |
| AES | Sell | AES CORP | $13,371 | -75.3% | 645 | -71.3% | 0.00% | -83.3% |
| APG | Sell | API GROUP CORP | $6,843 | -18.8% | 251 | -33.1% | 0.00% | 0.0% |
| New | ATS CORPORATION | $6,269 | – | 136 | +100.0% | 0.00% | – | |
| ABNB | Sell | AIRBNB INC | $13,669 | -47.9% | 107 | -49.3% | 0.00% | -66.7% |
| ALGT | ALLEGIANT TRAVEL CO | $12,376 | +37.3% | 98 | 0.0% | 0.00% | 0.0% | |
| ABEV | AMBEV SAsponsored adr | $5,483 | +12.8% | 1,724 | 0.0% | 0.00% | – | |
| AEE | AMEREN CORP | $5,554 | -5.5% | 68 | 0.0% | 0.00% | 0.0% | |
| AWR | AMER STATES WTR CO | $8,700 | -2.1% | 100 | 0.0% | 0.00% | 0.0% | |
| ACA | ARCOSA INC | $11,972 | +20.1% | 158 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND INC | $7,301 | -15.4% | 84 | 0.0% | 0.00% | 0.0% | |
| AVB | Sell | AVALONBAY CMNTYS INC | $8,328 | -16.0% | 44 | -25.4% | 0.00% | 0.0% |
| BWXT | Sell | BWX TECHNOLOGIES INC | $12,239 | -37.2% | 171 | -44.7% | 0.00% | -50.0% |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $8,287 | +8.9% | 1,079 | 0.0% | 0.00% | 0.0% | |
| BECN | BEACON ROOFING SUPPLY INC | $9,211 | +41.0% | 111 | 0.0% | 0.00% | 0.0% | |
| BELLRING BRANDS INC | $8,858 | +7.7% | 242 | 0.0% | 0.00% | 0.0% | ||
| BSY | Sell | BENTLEY SYS INC | $5,749 | +9.6% | 106 | -13.1% | 0.00% | 0.0% |
| BHP | BHP GROUP LTDsponsored ads | $10,801 | -5.9% | 181 | 0.0% | 0.00% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $8,408 | -10.9% | 97 | 0.0% | 0.00% | 0.0% | |
| BTAI | BIOXCEL THERAPEUTICS INC | $8,325 | -64.3% | 1,250 | 0.0% | 0.00% | -50.0% | |
| BOOT | BOOT BARN HLDGS INC | $8,893 | +10.5% | 105 | 0.0% | 0.00% | 0.0% | |
| CASY | CASEYS GEN STORES INC | $6,341 | +12.7% | 26 | 0.0% | 0.00% | 0.0% | |
| CVE | CENOVUS ENERGY INC | $9,985 | -2.7% | 588 | 0.0% | 0.00% | 0.0% | |
| CRL | Sell | CHARLES RIV LABS INTL INC | $14,317 | -23.7% | 68 | -26.9% | 0.00% | -50.0% |
| CAG | Sell | CONAGRA BRANDS INC | $7,149 | -13.9% | 212 | -4.1% | 0.00% | 0.0% |
| COP | CONOCOPHILLIPS | $14,713 | +4.4% | 142 | 0.0% | 0.00% | 0.0% | |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $14,411 | +110.4% | 465 | +95.4% | 0.00% | 0.0% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $13,770 | +116.5% | 504 | +113.6% | 0.00% | 0.0% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $9,426 | -91.7% | 172 | -92.0% | 0.00% | -91.7% |
| DFS | Sell | DISCOVER FINL SVCS | $11,685 | -13.1% | 100 | -26.5% | 0.00% | 0.0% |
| DLB | Sell | DOLBY LABORATORIES INC | $10,098 | -74.4% | 121 | -73.8% | 0.00% | -75.0% |
| DOCS | Sell | DOXIMITY INCcl a | $8,796 | -59.8% | 259 | -61.7% | 0.00% | -50.0% |
| EOG | EOG RES INC | $12,589 | -0.2% | 110 | 0.0% | 0.00% | 0.0% | |
| EQT | Sell | EQT CORP | $9,172 | -71.2% | 223 | -77.7% | 0.00% | -66.7% |
| ENTG | ENTEGRIS INC | $9,088 | +35.1% | 82 | 0.0% | 0.00% | 0.0% | |
| ETSY | Sell | ETSY INC | $13,284 | -59.6% | 157 | -46.8% | 0.00% | -66.7% |
| AIR | Buy | AAR CORP | $10,108 | +24.4% | 175 | +17.4% | 0.00% | 0.0% |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $7,778 | +0.1% | 487 | 0.0% | 0.00% | 0.0% | |
| FIVE | Sell | FIVE BELOW INC | $9,827 | -17.7% | 50 | -13.8% | 0.00% | 0.0% |
| FOXA | FOX CORP | $12,410 | -0.2% | 365 | 0.0% | 0.00% | 0.0% | |
| FRPT | FRESHPET INC | $5,331 | -0.6% | 81 | 0.0% | 0.00% | 0.0% | |
| FRESHWORKS INC | $5,767 | +14.4% | 328 | 0.0% | 0.00% | 0.0% | ||
| GM | Buy | GENERAL MTRS CO | $13,921 | +36.5% | 361 | +29.9% | 0.00% | 0.0% |
| Buy | GITLAB INC | $10,989 | +176.2% | 215 | +85.3% | 0.00% | – | |
| GWW | Sell | GRAINGER W W INC | $10,252 | -82.1% | 13 | -84.3% | 0.00% | -83.3% |
| GVA | GRANITE CONSTR INC | $6,047 | -3.2% | 152 | 0.0% | 0.00% | 0.0% | |
| GH | Sell | GUARDANT HEALTH INC | $6,373 | -12.0% | 178 | -42.4% | 0.00% | 0.0% |
| HAE | HAEMONETICS CORP MASS | $8,685 | +2.9% | 102 | 0.0% | 0.00% | 0.0% | |
| Sell | HALEON PLCspon ads | $5,473 | -64.2% | 653 | -65.2% | 0.00% | -50.0% | |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $6,770 | -41.1% | 94 | -43.0% | 0.00% | 0.0% |
| HQY | HEALTHEQUITY INC | $9,030 | +7.6% | 143 | 0.0% | 0.00% | 0.0% | |
| INSP | INSPIRE MED SYS INC | $12,337 | +38.7% | 38 | 0.0% | 0.00% | 0.0% | |
| PODD | Sell | INSULET CORP | $12,399 | -60.3% | 43 | -56.1% | 0.00% | -66.7% |
| ITGR | INTEGER HLDGS CORP | $10,102 | +14.3% | 114 | 0.0% | 0.00% | 0.0% | |
| INVENTRUST PPTYS CORP | $7,452 | -1.1% | 322 | 0.0% | 0.00% | 0.0% | ||
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $5,357 | -8.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IONS | Sell | IONIS PHARMACEUTICALS INC | $10,586 | -55.1% | 258 | -60.9% | 0.00% | -50.0% |
| IAU | ISHARES GOLD TRishares new | $5,859 | -2.6% | 161 | 0.0% | 0.00% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $6,751 | +8.1% | 69 | 0.0% | 0.00% | 0.0% | |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $10,981 | -28.1% | 112 | -34.9% | 0.00% | -50.0% |
| IYG | ISHARES TRu.s. fin svc etf | $10,112 | +4.7% | 64 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $10,120 | -7.0% | 550 | 0.0% | 0.00% | 0.0% | |
| JLL | Sell | JONES LANG LASALLE INC | $10,595 | -5.4% | 68 | -11.7% | 0.00% | 0.0% |
| JNPR | Sell | JUNIPER NETWORKS INC | $12,971 | -13.6% | 414 | -5.0% | 0.00% | -50.0% |
| KMT | KENNAMETAL INC | $6,473 | +2.9% | 228 | 0.0% | 0.00% | 0.0% | |
| New | KENVUE INC | $5,998 | – | 227 | +100.0% | 0.00% | – | |
| KDP | Sell | KEURIG DR PEPPER INC | $6,755 | -42.0% | 216 | -34.5% | 0.00% | 0.0% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $6,698 | +3.7% | 40 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $7,526 | -8.2% | 212 | 0.0% | 0.00% | 0.0% | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5,235 | +6.4% | 365 | 0.0% | 0.00% | 0.0% | |
| LSCC | LATTICE SEMICONDUCTOR CORP | $12,009 | +0.6% | 125 | 0.0% | 0.00% | 0.0% | |
| LZ | Buy | LEGALZOOM COM INC | $6,874 | +51.4% | 569 | +17.6% | 0.00% | – |
| LBRT | LIBERTY ENERGY INC | $7,768 | +4.4% | 581 | 0.0% | 0.00% | 0.0% | |
| RAMP | Buy | LIVERAMP HLDGS INC | $7,569 | +62.8% | 265 | +25.0% | 0.00% | – |
| MHO | Sell | M/I HOMES INC | $10,202 | +15.5% | 117 | -16.4% | 0.00% | 0.0% |
| SHOO | MADDEN STEVEN LTD | $5,231 | -9.2% | 160 | 0.0% | 0.00% | 0.0% | |
| MFC | Buy | MANULIFE FINL CORP | $10,193 | +36.1% | 539 | +32.1% | 0.00% | 0.0% |
| DOOR | Sell | MASONITE INTL CORP | $11,468 | -0.5% | 112 | -11.8% | 0.00% | 0.0% |
| MTDR | MATADOR RES CO | $8,633 | +9.8% | 165 | 0.0% | 0.00% | 0.0% | |
| MOH | Sell | MOLINA HEALTHCARE INC | $12,108 | -16.2% | 40 | -25.9% | 0.00% | 0.0% |
| NYT | Buy | NEW YORK TIMES COcl a | $7,365 | +48.0% | 187 | +46.1% | 0.00% | 0.0% |
| NEM | Buy | NEWMONT CORP | $9,300 | +33.6% | 218 | +53.5% | 0.00% | 0.0% |
| NAN | NUVEEN NEW YORK QLT MUN INC | $10,514 | -2.6% | 978 | 0.0% | 0.00% | 0.0% | |
| ONTO | ONTO INNOVATION INC | $11,647 | +32.5% | 100 | 0.0% | 0.00% | 0.0% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $6,802 | -90.1% | 54 | -90.0% | 0.00% | -85.7% |
| PTCT | PTC THERAPEUTICS INC | $5,857 | -16.0% | 144 | 0.0% | 0.00% | 0.0% | |
| Buy | PAYCOR HCM INC | $8,285 | -0.8% | 350 | +11.1% | 0.00% | 0.0% | |
| TLK | P T TELEKOMUNIKASI INDONESIAsponsored adr | $5,548 | -2.2% | 208 | 0.0% | 0.00% | 0.0% | |
| PHR | PHREESIA INC | $7,629 | -4.0% | 246 | 0.0% | 0.00% | 0.0% | |
| MAV | PIONEER MUNICIPAL HIGH INCOM | $11,850 | -4.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| PXD | Sell | PIONEER NAT RES CO | $14,089 | -49.6% | 68 | -50.4% | 0.00% | -66.7% |
| Buy | PORTILLOS INC | $5,701 | +30.1% | 253 | +23.4% | 0.00% | – | |
| PRVA | PRIVIA HEALTH GROUP INC | $5,980 | -5.4% | 229 | 0.0% | 0.00% | 0.0% | |
| ROLL | Sell | RBC BEARINGS INC | $6,742 | -34.2% | 31 | -29.5% | 0.00% | 0.0% |
| RRR | RED ROCK RESORTS INCcl a | $9,076 | +5.0% | 194 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $10,158 | +9.4% | 66 | 0.0% | 0.00% | 0.0% | |
| RVNC | REVANCE THERAPEUTICS INC | $6,176 | -21.4% | 244 | 0.0% | 0.00% | 0.0% | |
| REXR | Sell | REXFORD INDL RLTY INC | $6,894 | -30.0% | 132 | -20.0% | 0.00% | 0.0% |
| RIO | RIO TINTO PLCsponsored adr | $7,853 | -6.9% | 123 | 0.0% | 0.00% | 0.0% | |
| FOUR | SHIFT4 PMTS INCcl a | $9,372 | -10.4% | 138 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $10,394 | +3.1% | 90 | 0.0% | 0.00% | 0.0% | |
| SMPL | SIMPLY GOOD FOODS CO | $8,014 | -8.0% | 219 | 0.0% | 0.00% | 0.0% | |
| SITM | SITIME CORP | $8,022 | -17.1% | 68 | 0.0% | 0.00% | 0.0% | |
| SLF | SUN LIFE FINANCIAL INC. | $8,600 | +11.6% | 165 | 0.0% | 0.00% | 0.0% | |
| TPH | Sell | TRI POINTE HOMES INC | $7,985 | +4.8% | 243 | -19.3% | 0.00% | 0.0% |
| TPR | Sell | TAPESTRY INC | $11,043 | -43.0% | 258 | -42.5% | 0.00% | -50.0% |
| USB | US BANCORP DEL | $9,615 | -8.4% | 291 | 0.0% | 0.00% | 0.0% | |
| VRT | Sell | VERTIV HOLDINGS CO | $6,366 | +1.1% | 257 | -41.6% | 0.00% | 0.0% |
| VTRS | Sell | VIATRIS INC | $10,400 | -11.9% | 1,042 | -15.1% | 0.00% | 0.0% |
| VNT | VONTIER CORPORATION | $7,087 | +17.8% | 220 | 0.0% | 0.00% | 0.0% | |
| VMC | Sell | VULCAN MATLS CO | $11,949 | -62.1% | 53 | -71.2% | 0.00% | -66.7% |
| WELL | WELLTOWER INC | $12,134 | +12.8% | 150 | 0.0% | 0.00% | 0.0% | |
| WDC | Sell | WESTERN DIGITAL CORP. | $5,880 | -57.9% | 155 | -58.2% | 0.00% | 0.0% |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $10,036 | -1.3% | 210 | -3.2% | 0.00% | 0.0% |
| WING | WINGSTOP INC | $6,806 | +9.0% | 34 | 0.0% | 0.00% | 0.0% | |
| Sell | WOLFSPEED INC | $9,848 | -74.0% | 177 | -69.7% | 0.00% | -75.0% | |
| WK | WORKIVA INC | $5,388 | -0.7% | 53 | 0.0% | 0.00% | 0.0% | |
| WWE | Buy | WORLD WRESTLING ENTMT INCcl a | $15,090 | +65.4% | 139 | +39.0% | 0.00% | 0.0% |
| ZI | Buy | ZOOMINFO TECHNOLOGIES INC | $9,547 | +28.8% | 376 | +25.3% | 0.00% | 0.0% |
| ALLE | ALLEGION PLC | $12,123 | +12.5% | 101 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC | $14,154 | +9.5% | 41 | 0.0% | 0.00% | 0.0% | |
| ACGL | Sell | ARCH CAP GROUP LTDord | $6,737 | -42.6% | 90 | -48.0% | 0.00% | 0.0% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $12,622 | -63.1% | 204 | -60.5% | 0.00% | -66.7% |
| ALC | Sell | ALCON AG | $14,452 | -66.4% | 176 | -71.1% | 0.00% | -75.0% |
| MNDY | MONDAY COM LTD | $9,589 | +20.0% | 56 | 0.0% | 0.00% | 0.0% | |
| TARO | TARO PHARMACEUTICAL INDS LTD | $7,586 | +56.0% | 200 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $10,374 | +58.9% | 100 | 0.0% | 0.00% | 0.0% | |
| CGEM | Buy | CULLINAN ONCOLOGY INC | $1,367 | +88.0% | 127 | +78.9% | 0.00% | – |
| PEB | PEBBLEBROOK HOTEL TR | $3,109 | -0.7% | 223 | 0.0% | 0.00% | – | |
| PAY | PAYMENTUS HOLDINGS INC | $4,003 | +19.2% | 379 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HLDG CORP | $2,768 | -7.2% | 15 | 0.0% | 0.00% | – | |
| TDW | TIDEWATER INC NEW | $2,606 | +25.8% | 47 | 0.0% | 0.00% | – | |
| TDWWSA | TIDEWATER INC NEW*w exp 07/31/202 | $90 | -1.1% | 77 | 0.0% | 0.00% | – | |
| TDWWSB | TIDEWATER INC NEW*w exp 07/31/202 | $17 | -67.3% | 83 | 0.0% | 0.00% | – | |
| OPTT | OCEAN PWR TECHNOLOGIES INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| New | AMERICAN STRATEGIC INVEST CO | $1,772 | – | 224 | +100.0% | 0.00% | – | |
| TWST | TWIST BIOSCIENCE CORP | $655 | +35.6% | 32 | 0.0% | 0.00% | – | |
| NVRO | NEVRO CORP | $1,551 | -29.7% | 61 | 0.0% | 0.00% | – | |
| UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -21 | -100.0% | 0.00% | – |
| NERDY INC | $3,808 | -0.2% | 913 | 0.0% | 0.00% | – | ||
| NEO | NEOGENOMICS INC | $3,279 | -7.7% | 204 | 0.0% | 0.00% | – | |
| NCR | Sell | NCR CORP NEW | $4,864 | -65.9% | 193 | -68.0% | 0.00% | -100.0% |
| MRNA | MODERNA INC | $4,253 | -20.9% | 35 | 0.0% | 0.00% | -100.0% | |
| MRTX | MIRATI THERAPEUTICS INC | $1,373 | -2.8% | 38 | 0.0% | 0.00% | – | |
| U | Sell | UNITY SOFTWARE INC | $2,736 | -74.9% | 63 | -81.2% | 0.00% | -100.0% |
| MAT | MATTEL INC | $2,599 | +6.1% | 133 | 0.0% | 0.00% | – | |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $2,101 | -11.3% | 169 | 0.0% | 0.00% | – | |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $4,754 | -9.4% | 52 | -30.7% | 0.00% | -100.0% |
| LAD | Sell | LITHIA MTRS INC | $3,346 | -73.4% | 11 | -80.0% | 0.00% | -100.0% |
| FWONA | Sell | LIBERTY MEDIA CORP DEL | $1,556 | -49.9% | 23 | -50.0% | 0.00% | – |
| FWONK | Sell | LIBERTY MEDIA CORP DEL | $4,426 | -29.6% | 59 | -29.8% | 0.00% | -100.0% |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $1,893 | -85.2% | 58 | -87.3% | 0.00% | -100.0% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $2,404 | -82.6% | 30 | -82.2% | 0.00% | -100.0% |
| KURA | KURA ONCOLOGY INC | $1,217 | -13.5% | 115 | 0.0% | 0.00% | – | |
| KRTX | KARUNA THERAPEUTICS INC | $2,386 | +19.4% | 11 | 0.0% | 0.00% | – | |
| IUSB | ISHARES TRcore total usd | $2,911 | -1.5% | 64 | 0.0% | 0.00% | – | |
| IXUS | ISHARES TRcore msci total | $1,754 | +1.1% | 28 | 0.0% | 0.00% | – | |
| PFF | ISHARES TRpfd and incm sec | $3,990 | -0.9% | 129 | 0.0% | 0.00% | – | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $4,939 | +16.9% | 78 | 0.0% | 0.00% | – | |
| INSM | INSMED INC | $4,453 | +23.8% | 211 | 0.0% | 0.00% | – | |
| PCVX | VAXCYTE INC | $1,599 | +33.2% | 32 | 0.0% | 0.00% | – | |
| NARI | INARI MED INC | $2,675 | -5.8% | 46 | 0.0% | 0.00% | – | |
| IBN | ICICI BANK LIMITEDadr | $5,009 | +7.0% | 217 | 0.0% | 0.00% | – | |
| TWNK | HOSTESS BRANDS INCcl a | $3,748 | +1.8% | 148 | 0.0% | 0.00% | – | |
| HIMS | HIMS & HERS HEALTH INC | $3,601 | -5.2% | 383 | 0.0% | 0.00% | – | |
| Sell | HILLMAN SOLUTIONS CORP | $1 | -100.0% | 0 | -100.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $426 | -23.2% | 367 | 0.0% | 0.00% | – | |
| HDB | HDFC BANK LTDsponsored ads | $5,019 | +4.5% | 72 | 0.0% | 0.00% | – | |
| FITB | Sell | FIFTH THIRD BANCORP | $1,468 | -75.5% | 56 | -75.1% | 0.00% | -100.0% |
| FIGS | FIGS INCcl a | $1,613 | +33.5% | 195 | 0.0% | 0.00% | – | |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $2,889 | +195.7% | 332 | 0.0% | 0.00% | – | |
| EXPE | Sell | EXPEDIA GROUP INC | $4,535 | -36.8% | 41 | -44.6% | 0.00% | -100.0% |
| EVBG | EVERBRIDGE INC | $2,260 | -22.4% | 84 | 0.0% | 0.00% | – | |
| ENV | ENVESTNET INC | $4,392 | +1.2% | 74 | 0.0% | 0.00% | – | |
| Buy | ASPEN TECHNOLOGY INC | $2,682 | -21.9% | 16 | +6.7% | 0.00% | – | |
| EMBECTA CORP | $216 | -23.4% | 10 | 0.0% | 0.00% | – | ||
| EMN | New | EASTMAN CHEM CO | $3,007 | – | 36 | +100.0% | 0.00% | – |
| DYN | DYNE THERAPEUTICS INC | $1,407 | -2.3% | 125 | 0.0% | 0.00% | – | |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -61 | -100.0% | 0.00% | – |
| VIAV | VIAVI SOLUTIONS INC | $4,159 | +4.6% | 367 | 0.0% | 0.00% | – | |
| VIAC | Sell | PARAMOUNT GLOBAL | $4,901 | -31.4% | 308 | -3.8% | 0.00% | -100.0% |
| TKR | Exit | TIMKEN CO | $0 | – | -47 | -100.0% | 0.00% | – |
| FCNCA | Exit | FIRST CTZNS BANCSHARES INC Ncl a | $0 | – | -4 | -100.0% | 0.00% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -15 | -100.0% | 0.00% | – |
| Exit | PEAR THERAPEUTICS INC | $0 | – | -3,000 | -100.0% | 0.00% | – | |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -126 | -100.0% | 0.00% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -50 | -100.0% | 0.00% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -31 | -100.0% | 0.00% | – |
| MHK | Exit | MOHAWK INDS INC | $0 | – | -26 | -100.0% | 0.00% | – |
| JBL | Exit | JABIL INC | $0 | – | -47 | -100.0% | 0.00% | – |
| RNR | Exit | RENAISSANCERE HLDGS LTD | $0 | – | -14 | -100.0% | 0.00% | – |
| POST | Exit | POST HLDGS INC | $0 | – | -33 | -100.0% | 0.00% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -39 | -100.0% | 0.00% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -28 | -100.0% | 0.00% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -18 | -100.0% | 0.00% | – |
| NTRS | Exit | NORTHERN TR CORP | $0 | – | -38 | -100.0% | 0.00% | – |
| ISEE | Exit | IVERIC BIO INC | $0 | – | -59 | -100.0% | 0.00% | – |
| UP | Exit | WHEELS UP EXPERIENCE INC | $0 | – | -520 | -100.0% | 0.00% | – |
| ENR | Exit | ENERGIZER HLDGS INC NEW | $0 | – | -60 | -100.0% | 0.00% | – |
| KIM | Exit | KIMCO RLTY CORP | $0 | – | -158 | -100.0% | 0.00% | – |
| Exit | FEDERAL RLTY INVT TR NEWsh ben int new | $0 | – | -18 | -100.0% | 0.00% | – | |
| JBGS | Exit | JBG SMITH PPTYS | $0 | – | -63 | -100.0% | 0.00% | – |
| AYI | Exit | ACUITY BRANDS INC | $0 | – | -23 | -100.0% | 0.00% | – |
| SYNH | Exit | SYNEOS HEALTH INCcl a | $0 | – | -110 | -100.0% | 0.00% | – |
| BLL | Exit | BALL CORP | $0 | – | -41 | -100.0% | 0.00% | – |
| KR | Exit | KROGER CO | $0 | – | -64 | -100.0% | 0.00% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -59 | -100.0% | 0.00% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -46 | -100.0% | 0.00% | – |
| USFD | Exit | US FOODS HLDG CORP | $0 | – | -95 | -100.0% | 0.00% | – |
| IEX | Exit | IDEX CORP | $0 | – | -19 | -100.0% | 0.00% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -9 | -100.0% | 0.00% | – |
| NFG | Exit | NATIONAL FUEL GAS CO | $0 | – | -53 | -100.0% | 0.00% | – |
| REG | Exit | REGENCY CTRS CORP | $0 | – | -33 | -100.0% | 0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -36 | -100.0% | 0.00% | – |
| MYTE | Exit | MYT NETHERLANDS PARENT B Vads | $0 | – | -239 | -100.0% | 0.00% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -34 | -100.0% | 0.00% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -20 | -100.0% | 0.00% | – |
| Exit | PEAR THERAPEUTICS INC*w exp 12/03/202 | $0 | – | -999 | -100.0% | 0.00% | – | |
| RL | Exit | RALPH LAUREN CORPcl a | $0 | – | -36 | -100.0% | 0.00% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -46 | -100.0% | 0.00% | – |
| IAC | Exit | IAC INC | $0 | – | -69 | -100.0% | 0.00% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -14 | -100.0% | 0.00% | – |
| SONO | SONOS INC | $3,642 | -16.8% | 223 | 0.0% | 0.00% | – | |
| SLAB | SILICON LABORATORIES INC | $2,367 | -9.9% | 15 | 0.0% | 0.00% | – | |
| SCI | New | SERVICE CORP INTL | $2,960 | – | 46 | +100.0% | 0.00% | – |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,557 | -7.1% | 50 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,732 | +0.8% | 99 | 0.0% | 0.00% | – | |
| SE | Sell | SEA LTDsponsord ads | $3,715 | -84.0% | 64 | -76.2% | 0.00% | -100.0% |
| SUI | Sell | SUN CMNTYS INC | $4,045 | -34.7% | 31 | -29.5% | 0.00% | -100.0% |
| Exit | KYNDRYL HLDGS INC | $0 | – | -80 | -100.0% | 0.00% | – | |
| SPIP | SPDR SER TRportfli tips etf | $2,765 | -3.1% | 107 | 0.0% | 0.00% | – | |
| STRO | SUTRO BIOPHARMA INC | $833 | +0.7% | 179 | 0.0% | 0.00% | – | |
| ROST | ROSS STORES INC | $4,710 | +5.7% | 42 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $5,122 | -3.4% | 290 | 0.0% | 0.00% | -100.0% | |
| RPAY | REPAY HLDGS CORP | $1,606 | +19.2% | 205 | 0.0% | 0.00% | – | |
| RENT THE RUNWAY INC | $581 | -30.5% | 293 | 0.0% | 0.00% | – | ||
| QTWO | Q2 HLDGS INC | $1,576 | +25.5% | 51 | 0.0% | 0.00% | – | |
| LUNG | PULMONX CORP | $2,190 | +17.2% | 167 | 0.0% | 0.00% | – | |
| PSA | New | PUBLIC STORAGE | $3,211 | – | 11 | +100.0% | 0.00% | – |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $4,934 | -44.9% | 12 | -40.0% | 0.00% | -100.0% |
| TFX | TELEFLEX INCORPORATED | $3,389 | -4.5% | 14 | 0.0% | 0.00% | – | |
| PTRA | PROTERRA INC | $1,191 | -21.0% | 992 | 0.0% | 0.00% | – | |
| PLRX | PLIANT THERAPEUTICS INC | $1,178 | -31.9% | 65 | 0.0% | 0.00% | – | |
| PNFP | PINNACLE FINL PARTNERS INC | $4,702 | +2.7% | 83 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $388 | -4.2% | 100 | 0.0% | 0.00% | – | |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $3,989 | +127.9% | 170 | +123.7% | 0.00% | – |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $3,875 | -14.4% | 410 | 0.0% | 0.00% | – | |
| GL | Exit | GLOBE LIFE INC | $0 | – | -15 | -100.0% | 0.00% | – |
| AMCX | Exit | AMC NETWORKS INCcl a | $0 | – | -209 | -100.0% | 0.00% | – |
| DAWN | Buy | DAY ONE BIOPHARMACEUTICALS I | $2,938 | +34.8% | 246 | +50.9% | 0.00% | – |
| CYTK | CYTOKINETICS INC | $1,599 | -7.3% | 49 | 0.0% | 0.00% | – | |
| WOOF | PETCO HEALTH & WELLNESS CO I | $2,937 | -1.1% | 330 | 0.0% | 0.00% | – | |
| CYRX | CRYOPORT INC | $1,208 | -28.1% | 70 | 0.0% | 0.00% | – | |
| CSGP | COSTAR GROUP INC | $4,806 | +29.3% | 54 | 0.0% | 0.00% | – | |
| CONTRAFECT CORP | $8 | -20.0% | 5 | 0.0% | 0.00% | – | ||
| HZNP | Exit | HORIZON THERAPEUTICS PUB L | $0 | – | -8 | -100.0% | 0.00% | – |
| WAL | WESTERN ALLIANCE BANCORP | $3,319 | +2.6% | 91 | 0.0% | 0.00% | – | |
| WIA | WESTERN ASST INFLTN LKD INM | $4,130 | -4.5% | 500 | 0.0% | 0.00% | – | |
| CLH | Buy | CLEAN HARBORS INC | $5,098 | +615.0% | 31 | +520.0% | 0.00% | – |
| KDNY | CHINOOK THERAPEUTICS INC | $2,767 | +66.0% | 72 | 0.0% | 0.00% | – | |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -150 | -100.0% | 0.00% | – |
| BRX | Exit | BRIXMOR PPTY GROUP INC | $0 | – | -114 | -100.0% | 0.00% | – |
| CHK | CHESAPEAKE ENERGY CORP | $4,603 | +10.0% | 55 | 0.0% | 0.00% | – | |
| CERT | CERTARA INC | $4,844 | -24.5% | 266 | 0.0% | 0.00% | -100.0% | |
| AGGY | WISDOMTREE TRyield enhancd us | $992 | -1.3% | 23 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP | $3,766 | +85.5% | 200 | 0.0% | 0.00% | – | |
| HBI | Exit | HANESBRANDS INC | $0 | – | -666 | -100.0% | 0.00% | – |
| CNI | CANADIAN NATL RY CO | $5,085 | +2.6% | 42 | 0.0% | 0.00% | -100.0% | |
| SLGN | Exit | SILGAN HLDGS INC | $0 | – | -91 | -100.0% | 0.00% | – |
| CS DISCO INC | $3,264 | +23.8% | 397 | 0.0% | 0.00% | – | ||
| CDW | Sell | CDW CORP | $4,404 | -61.7% | 24 | -59.3% | 0.00% | -100.0% |
| XPEV | XPENG INCads | $2,013 | +20.8% | 150 | 0.0% | 0.00% | – | |
| CAE | New | CAE INC | $3,134 | – | 140 | +100.0% | 0.00% | – |
| BROOKFIELD ASSET MANAGMT LTD | $2,219 | -0.3% | 68 | 0.0% | 0.00% | – | ||
| BRIDGE INVT GROUP HLDGS INC | $3,065 | +0.2% | 270 | 0.0% | 0.00% | – | ||
| OWL | BLUE OWL CAPITAL INC | $3,134 | +5.1% | 269 | 0.0% | 0.00% | – | |
| FBHS | Exit | FORTUNE BRANDS INNOVATIONS I | $0 | – | -75 | -100.0% | 0.00% | – |
| DSU | BLACKROCK DEBT STRATEGIES FD | $4,895 | +2.9% | 500 | 0.0% | 0.00% | – | |
| BIOHAVEN LTD | $4,904 | +75.1% | 205 | 0.0% | 0.00% | – | ||
| TECH | BIO-TECHNE CORP | $4,082 | +10.0% | 50 | 0.0% | 0.00% | – | |
| BIGC | BIGCOMMERCE HLDGS INC | $2,000 | +11.3% | 201 | 0.0% | 0.00% | – | |
| BWFG | BANKWELL FINL GROUP INC | $4,876 | -1.9% | 200 | 0.0% | 0.00% | -100.0% | |
| BAP | New | CREDICORP LTD | $4,321 | – | 29 | +100.0% | 0.00% | – |
| AXON | AXON ENTERPRISE INC | $4,488 | -13.2% | 23 | 0.0% | 0.00% | -100.0% | |
| AVPT | AVEPOINT INC | $3,105 | +39.8% | 539 | 0.0% | 0.00% | – | |
| AVTR | Sell | AVANTOR INC | $4,889 | -60.9% | 238 | -59.8% | 0.00% | -100.0% |
| ATKR | Buy | ATKORE INC | $2,824 | +101.0% | 18 | +80.0% | 0.00% | – |
| ASND | ASCENDIS PHARMA A/Ssponsored adr | $3,392 | -16.8% | 38 | 0.0% | 0.00% | – | |
| COLD | AMERICOLD REALTY TRUST INC | $4,490 | +13.5% | 139 | 0.0% | 0.00% | – | |
| NOMD | NOMAD FOODS LTD | $3,066 | -6.5% | 175 | 0.0% | 0.00% | – | |
| AIG | Sell | AMERICAN INTL GROUP INC | $4,258 | -90.6% | 74 | -91.8% | 0.00% | -100.0% |
| W | Exit | WAYFAIR INCcl a | $0 | – | -100 | -100.0% | 0.00% | – |
| STE | New | STERIS PLC | $2,436 | – | 11 | +100.0% | 0.00% | – |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $4,591 | -12.2% | 389 | 0.0% | 0.00% | -100.0% | |
| AYX | ALTERYX INC | $3,224 | -22.8% | 71 | 0.0% | 0.00% | – | |
| XP | XP INCcl a | $3,942 | +97.6% | 168 | 0.0% | 0.00% | – | |
| ALKT | ALKAMI TECHNOLOGY INC | $1,869 | +29.4% | 114 | 0.0% | 0.00% | – | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $3,746 | +16187.0% | 33 | 0.0% | 0.00% | – | |
| ALEC | ALECTOR INC | $938 | -2.9% | 156 | 0.0% | 0.00% | – | |
| CRI | Exit | CARTERS INC | $0 | – | -45 | -100.0% | 0.00% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $3,236 | – | 36 | +100.0% | 0.00% | – |
| MRUS | MERUS N V | $1,580 | +43.1% | 60 | 0.0% | 0.00% | – | |
| YNDX | YANDEX N V | $0 | – | 145 | 0.0% | 0.00% | – | |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -130 | -100.0% | 0.00% | – |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,959 | +35.1% | 26 | 0.0% | 0.00% | – | |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -173 | -100.0% | 0.00% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -17 | -100.0% | 0.00% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -30 | -100.0% | 0.00% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -19 | -100.0% | 0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -54 | -100.0% | 0.00% | – |
| HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -91 | -100.0% | 0.00% | – |
| VOYA | Exit | VOYA FINANCIAL INC | $0 | – | -42 | -100.0% | 0.00% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -26 | -100.0% | 0.00% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -62 | -100.0% | 0.00% | – |
| CSL | Exit | CARLISLE COS INC | $0 | – | -17 | -100.0% | 0.00% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -28 | -100.0% | 0.00% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -77 | -100.0% | 0.00% | – | |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -240 | -100.0% | 0.00% | – |
| MQ | Exit | MARQETA INC | $0 | – | -406 | -100.0% | 0.00% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -1,278 | -100.0% | -0.00% | – |
| LYFT | Exit | LYFT INC | $0 | – | -658 | -100.0% | -0.00% | – |
| CMS | Exit | CMS ENERGY CORP | $0 | – | -111 | -100.0% | -0.00% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG PL | $0 | – | -176 | -100.0% | -0.00% | – |
| LECO | Exit | LINCOLN ELEC HLDGS INC | $0 | – | -31 | -100.0% | -0.00% | – |
| UNVR | Exit | UNIVAR SOLUTIONS INC | $0 | – | -284 | -100.0% | -0.00% | – |
| CNHI | Exit | CNH INDL N V | $0 | – | -801 | -100.0% | -0.00% | – |
| EEFT | Exit | EURONET WORLDWIDE INC | $0 | – | -128 | -100.0% | -0.00% | – |
| RJF | Exit | RAYMOND JAMES FINL INC | $0 | – | -53 | -100.0% | -0.00% | – |
| MIDD | Exit | MIDDLEBY CORP | $0 | – | -38 | -100.0% | -0.00% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -58 | -100.0% | -0.00% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -265 | -100.0% | -0.00% | – |
| HSIC | Exit | HENRY SCHEIN INC | $0 | – | -78 | -100.0% | -0.00% | – |
| RF | Exit | REGIONS FINANCIAL CORP NEW | $0 | – | -303 | -100.0% | -0.00% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -41 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -69 | -100.0% | -0.00% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -75 | -100.0% | -0.00% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -107 | -100.0% | -0.00% | – |
| L | Exit | LOEWS CORP | $0 | – | -122 | -100.0% | -0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -14 | -100.0% | -0.00% | – |
| GTN | Exit | GRAY TELEVISION INC | $0 | – | -758 | -100.0% | -0.00% | – |
| SGH | Exit | SMART GLOBAL HLDGS INC | $0 | – | -363 | -100.0% | -0.00% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -201 | -100.0% | -0.00% | – |
| BKI | Exit | BLACK KNIGHT INC | $0 | – | -214 | -100.0% | -0.00% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -46 | -100.0% | -0.00% | – |
| OLN | Exit | OLIN CORP | $0 | – | -178 | -100.0% | -0.00% | – |
| AME | Exit | AMETEK INC | $0 | – | -36 | -100.0% | -0.00% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -21 | -100.0% | -0.00% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -76 | -100.0% | -0.00% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -2 | -100.0% | -0.00% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -22 | -100.0% | -0.00% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -23 | -100.0% | -0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -63 | -100.0% | -0.00% | – |
| Exit | ATLAS ENERGY SOLUTIONS INC | $0 | – | -440 | -100.0% | -0.00% | – | |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -550 | -100.0% | -0.00% | – |
| SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -166 | -100.0% | -0.00% | – |
| Exit | NOBLE CORP PLC | $0 | – | -419 | -100.0% | -0.00% | – | |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -394 | -100.0% | -0.00% | – |
| BLMN | Exit | BLOOMIN BRANDS INC | $0 | – | -677 | -100.0% | -0.00% | – |
| HES | Exit | HESS CORP | $0 | – | -115 | -100.0% | -0.00% | – |
| APA | Exit | APA CORPORATION | $0 | – | -540 | -100.0% | -0.00% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -707 | -100.0% | -0.00% | – |
| SIX | Exit | SIX FLAGS ENTMT CORP NEW | $0 | – | -642 | -100.0% | -0.00% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -204 | -100.0% | -0.00% | – |
| VST | Exit | VISTRA CORP | $0 | – | -896 | -100.0% | -0.00% | – |
| NLOK | Exit | GEN DIGITAL INC | $0 | – | -965 | -100.0% | -0.00% | – |
| AMH | Exit | AMERICAN HOMES 4 RENTcl a | $0 | – | -623 | -100.0% | -0.00% | – |
| MTG | Exit | MGIC INVT CORP WIS | $0 | – | -1,417 | -100.0% | -0.00% | – |
| EQH | Exit | EQUITABLE HLDGS INC | $0 | – | -657 | -100.0% | -0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -311 | -100.0% | -0.00% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -187 | -100.0% | -0.00% | – |
| OMF | Exit | ONEMAIN HLDGS INC | $0 | – | -714 | -100.0% | -0.00% | – |
| STT | Exit | STATE STR CORP | $0 | – | -356 | -100.0% | -0.00% | – |
| MUSA | Exit | MURPHY USA INC | $0 | – | -99 | -100.0% | -0.00% | – |
| EXC | Exit | EXELON CORP | $0 | – | -597 | -100.0% | -0.00% | – |
| TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -453 | -100.0% | -0.00% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -394 | -100.0% | -0.00% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -324 | -100.0% | -0.01% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -1,122 | -100.0% | -0.01% | – |
| FLIC | Exit | FIRST LONG IS CORP | $0 | – | -5,290 | -100.0% | -0.01% | – |
| VLY | Exit | VALLEY NATL BANCORP | $0 | – | -8,936 | -100.0% | -0.01% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -8,124 | -100.0% | -0.06% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -12,884 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
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.