$104 Million is the total value of TILIA FIDUCIARY PARTNERS, INC.'s 511 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 11.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC | $4,127,194 | -6.2% | 31,765 | +0.3% | 3.97% | -10.8% |
PEP | OREILLY AUTOMOTIVE INC | $3,752,675 | +11.1% | 20,772 | 0.0% | 3.61% | +5.8% | |
TIP | Sell | UNITED THERAPEUTICS CORP DELtips bd etf | $3,002,056 | -10.8% | 28,204 | -11.6% | 2.89% | -15.1% |
SCHP | Sell | ISHARES TRus tips etf | $2,567,483 | -12.6% | 49,575 | -12.4% | 2.47% | -16.8% |
MSFT | Buy | CREATIVE REALITIES INC | $2,403,532 | +12.6% | 10,022 | +5.8% | 2.31% | +7.1% |
VTIP | Sell | INTERCONTINENTAL EXCHANGE INstrm infproidx | $2,090,797 | -9.6% | 44,761 | -7.9% | 2.01% | -14.0% |
VIGI | Sell | AMERICAN FINL GROUP INC OHIOintl dvd etf | $1,921,001 | +12.2% | 27,589 | -0.7% | 1.85% | +6.8% |
V | Buy | IDT CORP | $1,882,564 | +17.2% | 9,061 | +1.1% | 1.81% | +11.6% |
RTX | Buy | SSGA ACTIVE ETF TR | $1,876,971 | +23.0% | 18,599 | +3.1% | 1.80% | +17.0% |
JPM | Buy | VANGUARD BD INDEX FDS | $1,812,698 | +34.9% | 13,518 | +2.5% | 1.74% | +28.4% |
AMZN | Buy | PROLOGIS INC. | $1,678,785 | -24.2% | 19,986 | +1.3% | 1.61% | -27.8% |
IGSB | Sell | ISHARES TR | $1,633,759 | -9.3% | 32,793 | -10.7% | 1.57% | -13.6% |
GOOGL | Buy | PINTEREST INCcap stk cl a | $1,597,669 | -6.0% | 18,108 | +3.5% | 1.54% | -10.5% |
BAH | Buy | APTIV PLCcl a | $1,581,477 | +11.5% | 15,131 | +2.9% | 1.52% | +6.1% |
LOW | Buy | LOWES COS INC COM | $1,461,571 | +2.3% | 7,336 | +0.8% | 1.40% | -2.7% |
BRKB | Buy | ACUITY BRANDS INCcl b new | $1,446,765 | +19.3% | 4,684 | +3.2% | 1.39% | +13.6% |
UNH | Buy | UNITEDHEALTH GROUP | $1,440,625 | +7.6% | 2,717 | +1.4% | 1.38% | +2.4% |
SHW | Buy | PROGRESSIVE CORP | $1,429,223 | +19.4% | 6,022 | +2.9% | 1.37% | +13.6% |
HCA | Buy | CORNING INC | $1,349,801 | +19.7% | 5,625 | +1.1% | 1.30% | +14.0% |
NSC | Sell | ZOOMINFO TECHNOLOGIES INC | $1,326,921 | +2.7% | 5,385 | -11.3% | 1.28% | -2.2% |
COST | Buy | SMUCKER J M CO | $1,313,281 | -2.8% | 2,877 | +0.5% | 1.26% | -7.5% |
TSCO | Buy | CUMMINS INC | $1,301,933 | +14.7% | 5,787 | +2.4% | 1.25% | +9.2% |
WMT | Buy | BERKLEY W R CORP | $1,267,896 | +7.7% | 8,942 | +0.8% | 1.22% | +2.5% |
ADP | Buy | SELECT SECTOR SPDR TR | $1,265,356 | +6.2% | 5,297 | +0.6% | 1.22% | +1.0% |
AJG | Buy | VIRTUS EQUITY & CONV INCM FD | $1,253,945 | +15.0% | 6,651 | +7.5% | 1.21% | +9.5% |
SYK | Buy | VANGUARD TAX-MANAGED FDS | $1,246,555 | +18.0% | 5,099 | +2.1% | 1.20% | +12.3% |
FCN | Buy | FTI CONSULTING INC COM | $1,232,764 | +9.9% | 7,763 | +23.6% | 1.18% | +4.6% |
LDOS | Buy | ISHARES TR | $1,188,392 | +18.0% | 11,298 | +2.4% | 1.14% | +12.3% |
RSP | Sell | ASENSUS SURGICAL INCs&p500 eql wgt | $1,114,173 | +8.5% | 7,888 | -1.1% | 1.07% | +3.3% |
CP | Buy | ADVANCED MICRO DEVICES INC | $1,111,167 | +17.5% | 14,897 | +6.9% | 1.07% | +11.7% |
QCOM | Buy | CAMPBELL SOUP CO | $1,031,273 | +5.0% | 9,380 | +5.1% | 0.99% | -0.1% |
CRL | Buy | CANOPY GROWTH CORP | $1,022,387 | +13.1% | 4,692 | +2.3% | 0.98% | +7.7% |
MAR | Buy | FORD MTR CO DELcl a | $1,020,728 | +7.6% | 6,856 | +0.2% | 0.98% | +2.3% |
BR | Buy | AVERY DENNISON CORP | $1,000,106 | -2.8% | 7,456 | +3.2% | 0.96% | -7.5% |
DIS | Buy | DISNEY WALT CO COM | $955,965 | -5.8% | 11,003 | +1.0% | 0.92% | -10.3% |
IJR | Buy | WALGREENS BOOTS ALLIANCE INCcore s&p scp etf | $948,365 | +8.1% | 10,021 | +2.4% | 0.91% | +2.9% |
TNET | Buy | FTI CONSULTING INC | $911,978 | +12.6% | 13,451 | +17.4% | 0.88% | +7.2% |
NTR | Buy | SCHWAB STRATEGIC TR | $890,966 | +11.0% | 12,200 | +25.4% | 0.86% | +5.7% |
VCIT | Buy | ALCON AGint-term corp | $869,914 | +10.0% | 11,223 | +6.4% | 0.84% | +4.6% |
AMD | Buy | VANGUARD INTL EQUITY INDEX F | $838,642 | +14.4% | 12,948 | +1.8% | 0.81% | +8.9% |
INTU | Buy | SPDR S&P MIDCAP 400 ETF TR | $814,598 | +5.4% | 2,093 | +3.9% | 0.78% | +0.3% |
LECO | VANGUARD WORLD FDS | $800,475 | +17.2% | 5,540 | 0.0% | 0.77% | +11.6% | |
LYV | Buy | LIVE NATION ENTERTAINMENT INC COM | $777,810 | -9.0% | 11,153 | +1.5% | 0.75% | -13.4% |
BAC | Buy | EQUINIX INC | $766,864 | +16.0% | 23,154 | +4.3% | 0.74% | +10.3% |
CRM | Buy | CREATIVE REALITIES INC | $764,249 | -6.6% | 5,764 | +0.5% | 0.74% | -11.0% |
LII | Buy | UNION PAC CORP | $746,557 | +17.9% | 3,121 | +10.7% | 0.72% | +12.4% |
UNP | Buy | AXON ENTERPRISE INC | $737,678 | +53.4% | 3,562 | +42.7% | 0.71% | +45.9% |
VPU | Buy | ISHARES TRutilities etf | $722,072 | +22.0% | 4,708 | +10.2% | 0.69% | +16.1% |
VCSH | Sell | WELLTOWER INCshrt trm corp bd | $717,649 | -16.5% | 9,544 | -17.8% | 0.69% | -20.5% |
HD | Sell | DOCUSIGN INC | $712,047 | +8.4% | 2,254 | -3.0% | 0.68% | +3.2% |
PTC | Buy | CINTAS CORP | $711,237 | +13.8% | 5,925 | +1.6% | 0.68% | +8.4% |
FB | Buy | ROCKWELL AUTOMATION INCcl a | $709,645 | -5.4% | 5,897 | +1.1% | 0.68% | -10.0% |
MA | Sell | SPDR SER TRcl a | $663,138 | +17.8% | 1,907 | -3.1% | 0.64% | +12.1% |
YUM | Sell | PENN ENTERTAINMENT INC | $661,152 | +20.2% | 5,162 | -1.2% | 0.64% | +14.4% |
MCD | Sell | WALMART INC | $646,252 | +10.7% | 2,452 | -0.4% | 0.62% | +5.3% |
JNJ | Buy | CRISPR THERAPEUTICS AG | $613,383 | +8.8% | 3,472 | +0.2% | 0.59% | +3.5% |
HON | Sell | CSX CORP | $586,624 | +10.3% | 2,737 | -10.7% | 0.56% | +5.0% |
AXON | Sell | SCHWAB CHARLES CORP | $583,244 | +32.6% | 3,515 | -3.1% | 0.56% | +26.4% |
NKE | Buy | TRI CONTL CORPcl b | $564,178 | +36.6% | 4,822 | +2.7% | 0.54% | +30.0% |
TYL | Buy | UGI CORP NEW | $549,064 | +3.2% | 1,703 | +5.5% | 0.53% | -1.7% |
PANW | Buy | RESMED INC | $530,252 | -8.4% | 3,800 | +3.3% | 0.51% | -12.8% |
GOOG | Sell | ETSY INCcap stk cl c | $530,428 | -10.2% | 5,978 | -0.8% | 0.51% | -14.6% |
XOM | Buy | EXXON MOBIL CORP COM | $513,770 | +12.7% | 4,658 | +0.1% | 0.49% | +7.2% |
AMED | Sell | WEC ENERGY GROUP INC | $505,166 | -14.4% | 6,047 | -4.4% | 0.49% | -18.5% |
ETSY | Buy | ETSY INC COM | $497,925 | +17.4% | 4,157 | +3.5% | 0.48% | +11.9% |
SCHX | Sell | NIKE INCus lrg cap etf | $487,301 | +5.2% | 10,793 | -1.3% | 0.47% | 0.0% |
LMT | Buy | DELTA AIR LINES INC DEL | $477,052 | +54.4% | 981 | +30.6% | 0.46% | +47.1% |
SQ | Buy | THE TRADE DESK INCcl a | $461,434 | +23.7% | 7,343 | +5.3% | 0.44% | +17.8% |
LLY | Sell | GINKGO BIOWORKS HOLDINGS INC | $461,050 | -4.5% | 1,260 | -14.5% | 0.44% | -9.2% |
IJH | Sell | ISHARES CORE S&P MID CAP ETFcore s&p mcp etf | $441,371 | +4.1% | 1,825 | -2.9% | 0.42% | -0.9% |
NOC | Sell | HUBSPOT INC | $434,342 | +5.7% | 796 | -1.7% | 0.42% | +0.7% |
ABBV | LULULEMON ATHLETICA INC | $423,866 | +14.2% | 2,623 | 0.0% | 0.41% | +8.5% | |
SPGI | Buy | ISHARES TR | $414,833 | +14.9% | 1,239 | +1.2% | 0.40% | +9.3% |
ABT | Sell | ABBOTT LABS COM | $393,962 | -25.7% | 3,588 | -31.2% | 0.38% | -29.2% |
APD | Buy | VIMEO INC | $379,479 | +34.1% | 1,231 | +0.7% | 0.36% | +27.6% |
PYPL | Buy | PAYPAL HLDGS INC COM | $378,463 | -11.4% | 5,314 | +3.5% | 0.36% | -15.5% |
WM | Sell | DIAGEO PLC | $375,769 | -27.5% | 2,395 | -27.8% | 0.36% | -31.0% |
VOO | Sell | CONCENTRIX CORP | $364,576 | +5.4% | 1,038 | -1.3% | 0.35% | 0.0% |
DUK | Buy | ALLBIRDS INC | $363,091 | +15.3% | 3,526 | +0.3% | 0.35% | +9.7% |
CVX | Sell | NUVEEN S&P 500 DYNAMIC OVERW | $357,043 | +13.7% | 1,989 | -0.5% | 0.34% | +8.2% |
QQQE | Buy | TAIWAN SEMICONDUCTOR MFG LTDnas100 eql wgt | $350,443 | +10.5% | 5,490 | +3.2% | 0.34% | +5.3% |
SCHM | Sell | WM TECHNOLOGY INCus mid-cap etf | $336,411 | +5.1% | 5,127 | -0.9% | 0.32% | 0.0% |
TTWO | Buy | EMERSON ELEC CO | $317,284 | -8.6% | 3,047 | +1.1% | 0.30% | -13.1% |
PG | Buy | PEPSICO INC | $311,891 | +21.8% | 2,058 | +0.0% | 0.30% | +15.8% |
AMGN | Buy | SOUTHWEST AIRLS CO | $309,157 | +7.3% | 1,177 | +0.2% | 0.30% | +2.1% |
ITW | Sell | FORTINET INC | $299,612 | +17.5% | 1,360 | -0.9% | 0.29% | +11.6% |
YUMC | Sell | LINCOLN ELEC HLDGS INC | $298,537 | -2.1% | 5,463 | -20.8% | 0.29% | -6.8% |
SBUX | Sell | MCKESSON CORP | $271,654 | -48.6% | 2,738 | -55.3% | 0.26% | -51.0% |
PH | Buy | ISHARES TR | $270,704 | +148.4% | 930 | +118.3% | 0.26% | +136.4% |
SPMD | Buy | LINDE PLCportfolio s&p400 | $243,599 | +8.7% | 5,732 | +1.4% | 0.23% | +3.5% |
TT | Buy | COMCAST CORP NEW | $239,864 | +16.4% | 1,427 | +1.9% | 0.23% | +11.1% |
GD | Buy | PERKINELMER INC | $224,788 | +19.6% | 906 | +10.0% | 0.22% | +13.7% |
CB | Buy | CARDLYTICS INC | $212,217 | +47.4% | 962 | +23.7% | 0.20% | +40.7% |
QQQ | Sell | OSHKOSH CORPunit ser 1 | $206,560 | +0.3% | 776 | -1.3% | 0.20% | -4.3% |
FDS | VANGUARD INDEX FDS | $205,018 | -3.3% | 511 | 0.0% | 0.20% | -7.9% | |
CAT | Sell | LINCOLN NATL CORP IND | $197,724 | +32.7% | 825 | -0.4% | 0.19% | +25.8% |
VIG | Buy | APPFOLIO INCdiv app etf | $193,175 | +19.2% | 1,272 | +6.4% | 0.19% | +13.4% |
AMT | Sell | GRACO INC | $193,195 | +7.9% | 912 | -3.6% | 0.19% | +2.8% |
KO | Buy | ISHARES TR | $193,711 | +17.4% | 3,045 | +0.5% | 0.19% | +11.4% |
DOV | Buy | ORACLE CORP | $184,519 | +98.4% | 1,363 | +74.7% | 0.18% | +88.3% |
TRV | TRAVELERS COMPANIES INC COM | $176,770 | +17.8% | 943 | 0.0% | 0.17% | +11.8% | |
FE | GENERAC HLDGS INC | $175,938 | +14.2% | 4,195 | 0.0% | 0.17% | +8.3% | |
SCHW | Sell | CHARLES SCHWAB CORP | $176,013 | +15.0% | 2,114 | -0.9% | 0.17% | +9.0% |
TROW | Buy | T ROWE PRICE GROUP INC | $166,232 | +5441.1% | 1,524 | +4980.0% | 0.16% | +5233.3% |
PFE | Sell | AEROVIRONMENT INC | $166,493 | +20.6% | 3,249 | -1.1% | 0.16% | +15.1% |
MINT | Sell | VANGUARD INTL EQUITY INDEX Fenhan shrt ma ac | $165,000 | -1.8% | 1,673 | -2.1% | 0.16% | -6.5% |
EMR | Buy | PIMCO ETF TR | $163,123 | +23.6% | 1,698 | +0.1% | 0.16% | +18.0% |
NEE | Buy | DUKE ENERGY CORP NEW | $161,523 | +10.6% | 1,932 | +0.5% | 0.16% | +5.4% |
LIN | AFLAC INC | $159,498 | +19.9% | 489 | 0.0% | 0.15% | +14.2% | |
HYS | Sell | MAGNA INTL INC0-5 high yield | $153,425 | -6.4% | 1,719 | -8.3% | 0.15% | -11.4% |
SYY | Sell | PHILLIPS 66 | $151,371 | +3.7% | 1,980 | -0.2% | 0.15% | -0.7% |
MRK | SCHWAB STRATEGIC TR | $150,860 | +21.7% | 1,360 | 0.0% | 0.14% | +16.0% | |
BFB | PALO ALTO NETWORKS INCcl b | $150,473 | +1.7% | 2,291 | 0.0% | 0.14% | -3.3% | |
CSX | Buy | CONSOLIDATED EDISON INC | $149,229 | +16.6% | 4,817 | +0.0% | 0.14% | +10.9% |
HSY | SPDR SER TR | $147,811 | +2.6% | 638 | 0.0% | 0.14% | -2.1% | |
SCHF | Sell | NEXTERA ENERGY INCintl eqty etf | $147,698 | -17.9% | 4,585 | -28.4% | 0.14% | -22.0% |
Sell | COTERRA ENERGY INCcl a | $134,015 | -7.6% | 4,754 | -3.0% | 0.13% | -11.6% | |
PAYX | BROADRIDGE FINL SOLUTIONS IN | $132,316 | +6.7% | 1,145 | 0.0% | 0.13% | +1.6% | |
VGT | COHERENT CORPinf tech etf | $131,289 | +5.9% | 411 | 0.0% | 0.13% | +0.8% | |
CLX | Sell | SELECT SECTOR SPDR TR | $129,883 | -0.9% | 926 | -9.6% | 0.12% | -5.3% |
VZ | Buy | WEYERHAEUSER CO MTN BE | $126,726 | +10.2% | 3,216 | +0.2% | 0.12% | +5.2% |
CI | Buy | AMERICAN SUPERCONDUCTOR CORP | $125,442 | +14.0% | 379 | +0.3% | 0.12% | +9.0% |
CTAS | Sell | TRIMBLE INC | $123,417 | -36.7% | 273 | -44.8% | 0.12% | -39.6% |
ADI | SHOPIFY INC | $124,007 | +18.1% | 756 | 0.0% | 0.12% | +12.3% | |
OSK | Buy | SCHWAB STRATEGIC TR | $123,213 | +17.3% | 1,397 | +0.4% | 0.12% | +11.3% |
GIS | EATON VANCE MUN BD FD | $122,002 | +8.0% | 1,455 | 0.0% | 0.12% | +2.6% | |
MDY | FIRST CTZNS BANCSHARES INC Nutser1 s&pdcrp | $120,791 | +6.9% | 273 | 0.0% | 0.12% | +1.8% | |
ACN | EXTREME NETWORKS | $119,811 | +5.1% | 449 | 0.0% | 0.12% | 0.0% | |
TJX | Buy | SKYLINE CHAMPION CORPORATION | $115,317 | +24.0% | 1,449 | +0.5% | 0.11% | +18.1% |
CVS | Sell | AIR PRODS & CHEMS INC | $113,071 | +1.0% | 1,213 | -4.0% | 0.11% | -3.5% |
SPY | Sell | SCHWAB STRATEGIC TRtr unit | $111,517 | +5.2% | 292 | -1.0% | 0.11% | 0.0% |
HRL | SCHWAB STRATEGIC TR | $108,864 | -1.0% | 2,390 | 0.0% | 0.10% | -5.4% | |
ORLY | BROWN FORMAN CORP | $108,880 | +15.8% | 129 | 0.0% | 0.10% | +10.5% | |
TGT | Buy | EXXON MOBIL CORP | $107,714 | -3.0% | 723 | +0.6% | 0.10% | -7.1% |
ANTM | Sell | ILLINOIS TOOL WKS INC | $108,237 | +6.1% | 211 | -2.3% | 0.10% | +1.0% |
CBSH | Buy | COMMERCE BANCSHARES INC COM | $107,006 | +3.9% | 1,572 | +4.9% | 0.10% | -1.0% |
Sell | VANGUARD BD INDEX FDS | $105,786 | +9.1% | 2,478 | -11.3% | 0.10% | +4.1% | |
DVY | Buy | COHEN & STEERS TOTAL RETURNselect divid etf | $106,408 | +34.7% | 882 | +20.8% | 0.10% | +27.5% |
RY | SELECT SECTOR SPDR TR | $102,388 | +10.1% | 1,089 | 0.0% | 0.10% | +4.3% | |
TSM | Buy | SALESFORCE INCsponsored ads | $100,413 | +22.5% | 1,348 | +4.9% | 0.10% | +16.9% |
DE | Buy | DEERE & CO COM | $98,394 | +49.1% | 229 | +26.5% | 0.10% | +41.8% |
NSA | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $97,102 | -8.4% | 2,688 | 0.0% | 0.09% | -13.1% | |
EEM | Buy | EDWARDS LIFESCIENCES CORPmsci emg mkt etf | $96,683 | +9.9% | 2,551 | +0.3% | 0.09% | +4.5% |
DG | TYLER TECHNOLOGIES INC | $95,545 | +2.7% | 388 | 0.0% | 0.09% | -2.1% | |
IWP | DHT HOLDINGS INCrus md cp gr etf | $96,140 | +5.6% | 1,150 | 0.0% | 0.09% | 0.0% | |
PFF | Sell | ISHARES TRpfd and incm sec | $95,695 | -26.4% | 3,134 | -25.6% | 0.09% | -29.8% |
MFC | RADIANT LOGISTICS INC | $92,804 | +16.0% | 5,202 | 0.0% | 0.09% | +9.9% | |
GS | VERIZON COMMUNICATIONS INC | $92,026 | +16.5% | 268 | 0.0% | 0.09% | +10.0% | |
PM | Buy | LIVE NATION ENTERTAINMENT IN | $89,631 | +17.9% | 886 | +0.5% | 0.09% | +11.7% |
CL | COLGATE PALMOLIVE CO COM | $86,905 | +14.3% | 1,103 | 0.0% | 0.08% | +9.1% | |
MS | Sell | TRAVELERS COMPANIES INC | $86,380 | +2.8% | 1,016 | -6.9% | 0.08% | -2.4% |
VB | TWILIO INCsmall cp etf | $86,777 | +4.6% | 473 | 0.0% | 0.08% | -1.2% | |
TMO | CRACKER BARREL OLD CTRY STOR | $85,953 | +10.2% | 156 | 0.0% | 0.08% | +5.1% | |
NVDA | SELECT SECTOR SPDR TR | $86,774 | +25.8% | 594 | 0.0% | 0.08% | +18.6% | |
NVO | NOVO-NORDISK A/S ADR ADR CMNadr | $84,588 | +30.1% | 625 | 0.0% | 0.08% | +22.7% | |
MCK | Sell | SELECT SECTOR SPDR TR | $84,637 | -3.8% | 226 | -10.0% | 0.08% | -9.0% |
NIE | MATCH GROUP INC NEW | $84,204 | -10.4% | 4,619 | 0.0% | 0.08% | -14.7% | |
SNA | CELSIUS HLDGS INC | $81,114 | +9.6% | 355 | 0.0% | 0.08% | +4.0% | |
XPO | Sell | MASTERCARD INCORPORATED | $78,564 | -37.1% | 2,360 | -7.5% | 0.08% | -39.7% |
NVS | Sell | VANGUARD BD INDEX FDSsponsored adr | $78,836 | -2.7% | 869 | -18.7% | 0.08% | -7.3% |
VO | Buy | LISTED FD TRmid cap etf | $76,701 | +8.0% | 376 | +0.3% | 0.07% | +2.8% |
ODFL | FEDEX CORP | $76,621 | +6.4% | 270 | 0.0% | 0.07% | +1.4% | |
UHS | UNIVERSAL HLTH SVCScl b | $77,067 | +54.1% | 547 | 0.0% | 0.07% | +45.1% | |
HDV | KYNDRYL HLDGS INCcore high dv etf | $75,261 | +10.7% | 722 | 0.0% | 0.07% | +4.3% | |
AMP | LEIDOS HOLDINGS INC | $75,040 | +17.2% | 241 | 0.0% | 0.07% | +10.8% | |
OTIS | INVITAE CORP | $75,199 | +21.3% | 960 | 0.0% | 0.07% | +14.3% | |
DHR | ROPER TECHNOLOGIES INC | $72,795 | +4.0% | 274 | 0.0% | 0.07% | -1.4% | |
SJM | SCHWAB STRATEGIC TR | $71,941 | +12.4% | 454 | 0.0% | 0.07% | +6.2% | |
BA | Sell | ISHARES TR | $70,968 | +41.9% | 373 | -2.6% | 0.07% | +33.3% |
INTC | Buy | HOME DEPOT INC | $71,098 | +6.1% | 2,690 | +0.1% | 0.07% | 0.0% |
CSCO | Sell | RAYTHEON TECHNOLOGIES CORP | $68,574 | +14.3% | 1,439 | -5.4% | 0.07% | +8.2% |
GPC | PROSHARES TR | $69,057 | +11.4% | 398 | 0.0% | 0.07% | +4.8% | |
MKC | Sell | WAYFAIR INC | $67,472 | -2.2% | 814 | -10.9% | 0.06% | -7.1% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $67,713 | +4.2% | 941 | +0.4% | 0.06% | -1.5% |
IVV | VANGUARD SPECIALIZED FUNDScore s&p500 etf | $66,879 | +7.9% | 174 | 0.0% | 0.06% | +1.6% | |
KMB | INTUIT | $65,240 | +20.8% | 481 | 0.0% | 0.06% | +14.5% | |
IGRO | Buy | MONGODB INCintl div grwth | $65,276 | +16.6% | 1,133 | +0.4% | 0.06% | +10.5% |
GNRC | Sell | INVESCO EXCHANGE TRADED FD T | $64,926 | -36.3% | 645 | -4.2% | 0.06% | -39.8% |
T | Buy | VANGUARD WHITEHALL FDS | $63,336 | +24.2% | 3,440 | +0.1% | 0.06% | +17.3% |
MMM | Buy | LIGHTWAVE LOGIC INC | $63,228 | +10.9% | 527 | +0.4% | 0.06% | +5.2% |
TRMB | CROWN CASTLE INC | $63,402 | -3.9% | 1,254 | 0.0% | 0.06% | -9.0% | |
PGR | Sell | VANGUARD INDEX FDS | $62,646 | -2.1% | 483 | -6.8% | 0.06% | -7.7% |
VT | Buy | VANGUARD TOTAL WORLD STOCK ETFtt wrld st etf | $61,889 | +10.5% | 718 | +0.4% | 0.06% | +3.5% |
TSLA | Sell | CARRIER GLOBAL CORPORATION | $61,220 | -60.0% | 497 | -29.8% | 0.06% | -61.9% |
BLK | Sell | BLACKROCK INC | $60,380 | +7.8% | 85 | -19.0% | 0.06% | +1.8% |
BDX | BROWN & BROWN INC | $60,003 | +13.2% | 236 | 0.0% | 0.06% | +7.4% | |
MDLZ | Sell | MOLINA HEALTHCARE INCcl a | $59,641 | +12.5% | 895 | -5.4% | 0.06% | +5.6% |
SCHA | Sell | SONOS INCus sml cap etf | $57,666 | +3.0% | 1,423 | -2.3% | 0.06% | -3.5% |
XLE | Buy | MORGAN STANLEYenergy | $55,898 | +9.6% | 639 | +0.2% | 0.05% | +3.8% |
VEA | Buy | PARKER-HANNIFIN CORPvan ftse dev mkt | $55,376 | +17.8% | 1,319 | +1.1% | 0.05% | +12.8% |
SCHE | Sell | CARLISLE COS INCemrg mkteq etf | $54,046 | -19.3% | 2,283 | -25.0% | 0.05% | -23.5% |
FTNT | CMS ENERGY CORP | $54,023 | +0.0% | 1,105 | 0.0% | 0.05% | -5.5% | |
CTVA | SCHWAB STRATEGIC TR | $54,601 | -2.5% | 929 | 0.0% | 0.05% | -8.8% | |
CARR | Buy | PEMBINA PIPELINE CORP | $53,082 | +18.0% | 1,287 | +0.1% | 0.05% | +13.3% |
MOH | Buy | ISHARES TR | $53,496 | +48.6% | 162 | +60.4% | 0.05% | +41.7% |
FCNCA | KINDER MORGAN INC DELcl a | $50,810 | -7.6% | 67 | 0.0% | 0.05% | -12.5% | |
SHOP | Sell | SHOPIFY INC CL Acl a | $51,024 | +21.5% | 1,470 | -9.3% | 0.05% | +16.7% |
RYT | RYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETFs&p500 eql tec | $49,568 | +10.2% | 204 | 0.0% | 0.05% | +6.7% | |
XLF | Buy | DICKS SPORTING GOODS INCfinancial | $50,024 | +13.7% | 1,463 | +0.1% | 0.05% | +9.1% |
NJR | D R HORTON INC | $48,925 | +25.4% | 986 | 0.0% | 0.05% | +20.5% | |
UPS | Sell | FIRSTENERGY CORPcl b | $48,453 | +7.7% | 279 | -2.1% | 0.05% | +4.4% |
LRCX | SPDR SER TR | $47,494 | +28.4% | 113 | 0.0% | 0.05% | +24.3% | |
BSV | Buy | UNIVERSAL HLTH SVCS INCshort trm bond | $47,812 | +1.7% | 635 | +0.2% | 0.05% | -2.1% |
SHY | Sell | PRINCIPAL FINANCIAL GROUP IN1 3 yr treas bd | $47,728 | -23.0% | 588 | -22.6% | 0.05% | -27.0% |
USA | VISA INCsh ben int | $48,256 | +0.5% | 8,466 | 0.0% | 0.05% | -4.2% | |
AMAT | COLGATE PALMOLIVE CO | $47,814 | +29.2% | 491 | 0.0% | 0.05% | +24.3% | |
RSG | AMEDISYS INC | $47,950 | -0.1% | 372 | 0.0% | 0.05% | -4.2% | |
LIT | Sell | PIMCO ETF TRlithium btry etf | $46,888 | -21.9% | 800 | -11.1% | 0.04% | -26.2% |
CME | Buy | SPDR SER TR | $46,135 | +0.3% | 274 | +0.4% | 0.04% | -4.3% |
BRO | INVESCO EXCH TRADED FD TR II | $45,348 | -7.5% | 796 | 0.0% | 0.04% | -10.2% | |
UNM | Buy | VANGUARD SCOTTSDALE FDS | $45,133 | +80.5% | 1,100 | +83.3% | 0.04% | +72.0% |
SCHD | Buy | NORTHERN TR CORPus dividend eq | $45,004 | +12.5% | 596 | +0.2% | 0.04% | +7.5% |
OXY | HONEYWELL INTL INC | $44,093 | -2.0% | 700 | 0.0% | 0.04% | -6.7% | |
DHI | Sell | CISCO SYS INC | $43,322 | -7.8% | 486 | -24.8% | 0.04% | -10.6% |
IWO | MCCORMICK & CO INCrus 2000 grw etf | $42,904 | +2.2% | 200 | 0.0% | 0.04% | -2.4% | |
XLV | TILRAY BRANDS INCsbi healthcare | $41,311 | +11.7% | 304 | 0.0% | 0.04% | +8.1% | |
GGG | LOCKHEED MARTIN CORP | $41,365 | +11.8% | 615 | 0.0% | 0.04% | +8.1% | |
MGU | BWX TECHNOLOGIES INC | $41,055 | +17.3% | 1,807 | 0.0% | 0.04% | +11.4% | |
ETN | Sell | PAYPAL HLDGS INC | $40,179 | +0.4% | 256 | -12.6% | 0.04% | -2.5% |
IYF | Buy | SPDR GOLD TRu.s. finls etf | $39,774 | +10.5% | 527 | +0.6% | 0.04% | +5.6% |
CORP | Sell | CAPRI HOLDINGS LIMITEDinv grd crp bd | $39,094 | -26.2% | 420 | -28.7% | 0.04% | -29.6% |
CHD | Sell | THERMO FISHER SCIENTIFIC INC | $39,055 | +11.6% | 484 | -1.8% | 0.04% | +8.6% |
MDT | DUPONT DE NEMOURS INC | $38,138 | -4.7% | 491 | 0.0% | 0.04% | -7.5% | |
AQUA | YETI HLDGS INC | $37,699 | +17.8% | 952 | 0.0% | 0.04% | +12.5% | |
SCHO | Sell | NCINO INCsht tm us tres | $36,896 | -29.0% | 765 | -28.6% | 0.04% | -34.0% |
LH | VANGUARD INDEX FDS | $36,499 | +14.1% | 155 | 0.0% | 0.04% | +9.4% | |
XLY | Buy | ALPHABET INCsbi cons discr | $36,120 | -7.4% | 280 | +0.4% | 0.04% | -10.3% |
SPXX | MARSH & MCLENNAN COS INC | $36,270 | +6.7% | 2,250 | 0.0% | 0.04% | +2.9% | |
AEP | PACKAGING CORP AMER | $36,746 | +11.4% | 387 | 0.0% | 0.04% | +6.1% | |
RJF | Sell | RAYMOND JAMES FINL INC COM | $36,115 | -14.0% | 338 | -15.1% | 0.04% | -16.7% |
ROK | SPDR INDEX SHS FDS | $35,112 | +13.3% | 136 | 0.0% | 0.03% | +9.7% | |
AN | GENERAL DYNAMICS CORP | $35,516 | +4.5% | 331 | 0.0% | 0.03% | 0.0% | |
DISNEY WALT CO | $34,244 | -34.1% | 496 | 0.0% | 0.03% | -37.7% | ||
MO | Buy | ALTRIA GROUP INC COM | $34,160 | +3.5% | 747 | +0.9% | 0.03% | 0.0% |
KMI | SELECT SECTOR SPDR TR | $34,460 | +4.4% | 1,906 | 0.0% | 0.03% | 0.0% | |
XLK | SPDR S&P 500 ETF TRtechnology | $33,599 | +5.0% | 270 | 0.0% | 0.03% | 0.0% | |
PWR | EMBECTA CORP | $33,630 | +8.5% | 236 | 0.0% | 0.03% | +3.2% | |
IDU | Buy | ISHARES U.S. UTILITIES ETFu.s. utilits etf | $33,238 | +10.8% | 384 | +0.8% | 0.03% | +6.7% |
ORCL | AMERICAN WTR WKS CO INC NEW | $33,186 | +32.7% | 406 | 0.0% | 0.03% | +28.0% | |
WEC | WEC ENERGY GROUP INC COM | $33,754 | +8.9% | 360 | 0.0% | 0.03% | +3.2% | |
FDX | ALPHABET INC | $33,631 | +12.1% | 194 | 0.0% | 0.03% | +6.7% | |
VGK | Buy | QUANTA SVCS INCftse europe etf | $32,578 | +20.7% | 588 | +0.9% | 0.03% | +14.8% |
WELL | Sell | BRUKER CORP | $31,875 | +9.9% | 486 | -2.0% | 0.03% | +6.9% |
CSQ | Sell | DOVER CORP | $31,940 | -6.1% | 2,380 | -12.8% | 0.03% | -8.8% |
CDNS | CADENCE DESIGN SYSTEM INC COM | $31,164 | +7.5% | 194 | 0.0% | 0.03% | +3.4% | |
DOW | Buy | NEW JERSEY RES CORP | $30,162 | +174.2% | 599 | +133.1% | 0.03% | +163.6% |
MMC | MARSH & MCLENNAN COS INC COM | $30,448 | +8.7% | 184 | 0.0% | 0.03% | +3.6% | |
GWW | SKYWORKS SOLUTIONS INC | $30,038 | +7.3% | 54 | 0.0% | 0.03% | +3.6% | |
KLAC | LOWES COS INC | $30,162 | +37.1% | 80 | 0.0% | 0.03% | +31.8% | |
VTWO | Buy | TRACTOR SUPPLY COvng rus2000idx | $29,350 | +4.8% | 417 | +0.5% | 0.03% | 0.0% |
ATKR | AUTOMATIC DATA PROCESSING IN | $29,149 | +32.5% | 257 | 0.0% | 0.03% | +27.3% | |
RFI | Sell | QUALCOMM INC | $29,058 | -30.8% | 2,376 | -29.6% | 0.03% | -33.3% |
VFC | LIBERTY ALL STAR EQUITY FD | $28,990 | -3.4% | 1,050 | 0.0% | 0.03% | -6.7% | |
WRB | BERKLEY W R CORP COM | $28,553 | +5.8% | 393 | 0.0% | 0.03% | 0.0% | |
CPB | Buy | INVESCO EXCHANGE TRADED FD T | $27,061 | +17.7% | 477 | +0.6% | 0.03% | +13.0% |
EOG | SCHWAB STRATEGIC TR | $26,608 | +6.4% | 205 | 0.0% | 0.03% | +4.0% | |
WBA | New | POLISHED COM INC | $27,497 | – | 736 | +100.0% | 0.03% | – |
Buy | ZIMVIE INC | $26,493 | -11.7% | 1,002 | +5.3% | 0.02% | -16.7% | |
IEFA | AGIOS PHARMACEUTICALS INCcore msci eafe | $25,889 | +17.7% | 420 | 0.0% | 0.02% | +13.6% | |
PII | JPMORGAN CHASE & CO | $25,452 | +1.8% | 252 | 0.0% | 0.02% | -4.0% | |
ACM | ROSS STORES INC | $25,479 | +15.8% | 300 | 0.0% | 0.02% | +9.1% | |
CMI | ISHARES TR | $25,207 | +9.6% | 104 | 0.0% | 0.02% | +4.3% | |
GPN | MERCK & CO INC | $25,227 | -6.6% | 254 | 0.0% | 0.02% | -11.1% | |
SPEM | Sell | LAM RESEARCH CORPportfolio emg mk | $25,038 | -10.6% | 760 | -16.9% | 0.02% | -14.3% |
EVT | ALLSTATE CORP | $24,852 | +3.6% | 1,090 | 0.0% | 0.02% | 0.0% | |
AXP | NATIONAL STORAGE AFFILIATES | $24,526 | +6.6% | 166 | 0.0% | 0.02% | +4.3% | |
UTHR | AMPHENOL CORP NEW | $25,028 | +31.7% | 90 | 0.0% | 0.02% | +26.3% | |
STLD | SMITH A O CORP | $24,425 | +22.1% | 250 | 0.0% | 0.02% | +15.0% | |
LOB | Buy | LIVE OAK BANCSHARES INC COM | $24,242 | -10.2% | 803 | +0.1% | 0.02% | -14.8% |
MUI | Sell | KIMBERLY-CLARK CORP | $24,122 | -7.2% | 2,129 | -7.9% | 0.02% | -11.5% |
JBL | DISCOVER FINL SVCS | $23,938 | +19.7% | 351 | 0.0% | 0.02% | +15.0% | |
VTI | Buy | ALASKA AIR GROUP INCtotal stk mkt | $23,110 | +65.1% | 121 | +51.2% | 0.02% | +57.1% |
DFS | REVANCE THERAPEUTICS INC | $22,990 | +9.5% | 235 | 0.0% | 0.02% | +4.8% | |
VWO | Buy | CADENCE DESIGN SYSTEM INCftse emr mkt etf | $22,922 | +9.2% | 588 | +1.2% | 0.02% | +4.8% |
BWXT | BWX TECHNOLOGIES INC COM | $23,232 | +10.6% | 400 | 0.0% | 0.02% | +4.8% | |
KR | GENERAL ELECTRIC CO | $22,023 | -4.2% | 494 | 0.0% | 0.02% | -8.7% | |
PKG | T-MOBILE US INC | $21,361 | +12.4% | 167 | 0.0% | 0.02% | +10.5% | |
POR | Buy | ISHARES TR | $21,743 | +14.4% | 444 | +1.1% | 0.02% | +10.5% |
BX | Sell | NORTHROP GRUMMAN CORP | $21,812 | -27.3% | 294 | -16.9% | 0.02% | -30.0% |
IWF | VANGUARD INDEX FDSrus 1000 grw etf | $21,852 | +4.1% | 102 | 0.0% | 0.02% | 0.0% | |
IVE | WILLIAMS COS INCs&p 500 val etf | $21,035 | +10.7% | 145 | 0.0% | 0.02% | +5.3% | |
SKY | SKYLINE CHAMPION CORPORATION COM | $20,398 | -11.3% | 396 | 0.0% | 0.02% | -13.0% | |
CMS | SYSCO CORP | $21,216 | +11.7% | 335 | 0.0% | 0.02% | +5.3% | |
VOE | Sell | WOLFSPEED INCmcap vl idxvip | $19,475 | -15.3% | 144 | -23.8% | 0.02% | -17.4% |
AFG | BERKSHIRE HATHAWAY INC DEL | $19,768 | +9.8% | 144 | 0.0% | 0.02% | +5.6% | |
TTD | IRIDIUM COMMUNICATIONS INC | $20,174 | -15.9% | 450 | 0.0% | 0.02% | -20.8% | |
D | DOMINION RESOURCES INC | $20,224 | -3.7% | 330 | 0.0% | 0.02% | -9.5% | |
CNXC | NOVARTIS AG | $20,107 | +11.7% | 151 | 0.0% | 0.02% | +5.6% | |
IRDM | TESLA INC | $20,097 | +11.6% | 391 | 0.0% | 0.02% | +5.6% | |
AVY | BNY MELLON STRATEGIC MUNS IN | $19,406 | +7.8% | 107 | 0.0% | 0.02% | +5.6% | |
XLI | Buy | AMERICAN EXPRESS COsbi int-inds | $18,220 | +13.9% | 186 | +0.5% | 0.02% | +12.5% |
VRSN | CHEVRON CORP NEW | $19,106 | +19.4% | 93 | 0.0% | 0.02% | +12.5% | |
MTCH | META PLATFORMS INC | $18,878 | -10.1% | 455 | 0.0% | 0.02% | -14.3% | |
BRKR | CALAMOS STRATEGIC TOTAL RETU | $18,591 | +23.9% | 272 | 0.0% | 0.02% | +20.0% | |
JBHT | SUNCOR ENERGY INC NEW | $19,005 | +5.6% | 109 | 0.0% | 0.02% | 0.0% | |
BE | INVESCO EXCH TRADED FD TR II | $19,120 | +12.5% | 1,000 | 0.0% | 0.02% | +5.9% | |
VLO | Buy | SPDR SER TR | $18,775 | +168.2% | 148 | +134.9% | 0.02% | +157.1% |
UGI | NORFOLK SOUTHN CORP | $18,869 | +11.0% | 509 | 0.0% | 0.02% | +5.9% | |
ED | NOBLE CORP PLC | $19,062 | +19.1% | 200 | 0.0% | 0.02% | +12.5% | |
AGG | Sell | NATERA INCcore us aggbd et | $19,094 | -17.0% | 197 | -17.2% | 0.02% | -21.7% |
PEAK | LILLY ELI & CO | $17,549 | +9.7% | 700 | 0.0% | 0.02% | +6.2% | |
CPRI | GENUINE PARTS CO | $17,196 | +32.3% | 300 | 0.0% | 0.02% | +30.8% | |
BFA | SCHWAB STRATEGIC TRcl a | $18,084 | +0.5% | 275 | 0.0% | 0.02% | -5.6% | |
SU | CVS HEALTH CORP | $17,293 | +1.7% | 545 | 0.0% | 0.02% | 0.0% | |
ISRG | Buy | BANK AMERICA CORP | $17,248 | +72.5% | 65 | +18.2% | 0.02% | +70.0% |
PLD | LABORATORY CORP AMER HLDGS | $17,360 | +15.7% | 154 | 0.0% | 0.02% | +13.3% | |
PKI | SERVICE CORP INTL | $17,247 | +15.0% | 123 | 0.0% | 0.02% | +13.3% | |
IWD | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $17,591 | +9.9% | 116 | 0.0% | 0.02% | +6.2% | |
EFAV | Buy | S&P GLOBAL INCmsci eafe min vl | $17,902 | +11.9% | 282 | +1.1% | 0.02% | +6.2% |
AYI | ISHARES TR | $17,389 | +2.3% | 105 | 0.0% | 0.02% | 0.0% | |
COP | PHILIP MORRIS INTL INC | $16,414 | +2.6% | 139 | 0.0% | 0.02% | 0.0% | |
TY | Buy | DIREXION SHS ETF TR | $16,698 | +4.4% | 652 | +3.5% | 0.02% | 0.0% |
MU | Buy | RIVIAN AUTOMOTIVE INC | $16,374 | -9.0% | 328 | +0.3% | 0.02% | -11.1% |
DD | V F CORP | $16,153 | +34.6% | 235 | 0.0% | 0.02% | +33.3% | |
IUSG | NOVO-NORDISK A Score s&p us gwt | $16,978 | -0.1% | 208 | 0.0% | 0.02% | -5.9% | |
TRINET GROUP INC | $16,128 | +34.4% | 192 | 0.0% | 0.02% | +33.3% | ||
IWM | DUTCH BROS INCrussell 2000 etf | $15,518 | +3.5% | 89 | 0.0% | 0.02% | 0.0% | |
NTRA | NATERA INC COM | $15,265 | +1.8% | 380 | 0.0% | 0.02% | 0.0% | |
LQD | Sell | PRICE T ROWE GROUP INCiboxx inv cp etf | $15,393 | -9.5% | 146 | -14.6% | 0.02% | -11.8% |
COIN | Sell | ISHARES TR | $15,395 | -64.2% | 435 | -29.7% | 0.02% | -65.1% |
FFA | ZIMMER BIOMET HOLDINGS INC | $15,760 | +5.1% | 1,000 | 0.0% | 0.02% | 0.0% | |
BND | AMC ENTMT HLDGS INCtotal bnd mrkt | $15,302 | +2.0% | 213 | 0.0% | 0.02% | 0.0% | |
AFL | L3HARRIS TECHNOLOGIES INC | $14,470 | +20.6% | 201 | 0.0% | 0.01% | +16.7% | |
BTZ | HUMANA INC | $14,786 | +5.6% | 1,464 | 0.0% | 0.01% | 0.0% | |
CNC | Sell | SCHWAB STRATEGIC TR | $14,188 | +1.3% | 173 | -7.0% | 0.01% | 0.0% |
STZ | CORTEVA INCcl a | $14,383 | +2.7% | 62 | 0.0% | 0.01% | 0.0% | |
GLW | ADOBE SYSTEMS INCORPORATED | $15,076 | +7.7% | 472 | 0.0% | 0.01% | 0.0% | |
PSCF | GXO LOGISTICS INCORPORATEDs&p smlcp finl | $14,150 | +8.8% | 294 | 0.0% | 0.01% | +7.7% | |
LHX | CHURCH & DWIGHT CO INC | $14,333 | -10.4% | 69 | 0.0% | 0.01% | -12.5% | |
RYN | RAYONIER INC REIT | $14,832 | -1.1% | 450 | 0.0% | 0.01% | -6.7% | |
RMD | TJX COS INC NEW | $14,093 | -6.0% | 68 | 0.0% | 0.01% | -6.7% | |
SCHB | Buy | VANGUARD INDEX FDSus brd mkt etf | $14,726 | +5.2% | 329 | +0.3% | 0.01% | 0.0% |
AOS | MODERNA INC | $14,310 | +19.2% | 250 | 0.0% | 0.01% | +16.7% | |
VYM | Sell | UNITEDHEALTH GROUP INChigh div yld | $14,063 | -51.5% | 130 | -56.1% | 0.01% | -51.7% |
ZTS | ISHARES TRcl a | $13,190 | +1.5% | 90 | 0.0% | 0.01% | 0.0% | |
IGIB | FORMFACTOR INC | $13,417 | +3.2% | 271 | 0.0% | 0.01% | 0.0% | |
EW | SOUTHERN COPPER CORP | $13,430 | -10.5% | 180 | 0.0% | 0.01% | -13.3% | |
STX | YUM CHINA HLDGS INC | $13,784 | -1.5% | 262 | 0.0% | 0.01% | -7.1% | |
HUM | STAAR SURGICAL CO | $13,322 | +2.5% | 26 | 0.0% | 0.01% | 0.0% | |
ADBE | AMDOCS LTD | $13,461 | +22.4% | 40 | 0.0% | 0.01% | +18.2% | |
DOX | SNOWFLAKE INC | $12,635 | +14.9% | 139 | 0.0% | 0.01% | +9.1% | |
USB | VALERO ENERGY CORP | $11,993 | +9.0% | 275 | 0.0% | 0.01% | +9.1% | |
IMCB | Buy | ISHARES TRmrgstr md cp etf | $12,219 | +11.1% | 208 | +0.5% | 0.01% | +9.1% |
SO | BLOOM ENERGY CORP | $12,497 | +13.6% | 175 | 0.0% | 0.01% | +9.1% | |
FLRN | Sell | SELECT SECTOR SPDR TRbloomberg invt | $12,849 | -52.4% | 423 | -52.3% | 0.01% | -55.6% |
APH | BROWN FORMAN CORPcl a | $12,182 | +10.7% | 160 | 0.0% | 0.01% | +9.1% | |
DKS | AMERICAN TOWER CORP NEW | $11,067 | +10.7% | 92 | 0.0% | 0.01% | +10.0% | |
BAX | Sell | HEALTHPEAK PROPERTIES INC | $11,956 | -29.7% | 235 | -20.6% | 0.01% | -35.3% |
STRYKER CORPORATION | $11,556 | -17.5% | 1,219 | 0.0% | 0.01% | -21.4% | ||
XLP | Buy | SCHNITZER STEEL INDS INCsbi cons stpls | $11,506 | +15.1% | 154 | +0.7% | 0.01% | +10.0% |
DEO | CENTENE CORP DELspon adr new | $11,582 | +5.3% | 65 | 0.0% | 0.01% | 0.0% | |
PWB | TARGET CORPdynmc lrg gwth | $11,948 | +8.6% | 200 | 0.0% | 0.01% | 0.0% | |
CBRL | Buy | ABBOTT LABS | $11,430 | +3.9% | 121 | +0.8% | 0.01% | 0.0% |
NTRS | SCHWAB STRATEGIC TR | $11,415 | +3.8% | 129 | 0.0% | 0.01% | 0.0% | |
RVNC | BRISTOL-MYERS SQUIBB CO | $11,076 | -34.8% | 600 | 0.0% | 0.01% | -35.3% | |
ZBH | ISHARES TR | $10,838 | +20.4% | 85 | 0.0% | 0.01% | +11.1% | |
CCI | CROWN CASTLE INC COM | $10,851 | -1.4% | 80 | 0.0% | 0.01% | -9.1% | |
IXN | Buy | ISHARES TRglobal tech etf | $10,904 | +9.0% | 243 | +0.4% | 0.01% | 0.0% |
PSCU | OWLET INCs&p smlcp util | $10,559 | +5.6% | 196 | 0.0% | 0.01% | 0.0% | |
PSCI | HERSHEY COs&p smlcp indl | $10,745 | +7.4% | 121 | 0.0% | 0.01% | 0.0% | |
AVAV | AEROVIRONMENT INC COM | $9,765 | +8.5% | 114 | 0.0% | 0.01% | 0.0% | |
LUV | SOUTHWEST AIRLS CO COM | $9,265 | +2.9% | 275 | 0.0% | 0.01% | 0.0% | |
SPIB | Buy | SCHLUMBERGER LTDportfolio intrmd | $9,564 | +6.3% | 300 | +0.7% | 0.01% | 0.0% |
XHB | CIGNA CORP NEWs&p homebuild | $9,592 | +6.6% | 159 | 0.0% | 0.01% | 0.0% | |
CMCSA | BOOZ ALLEN HAMILTON HLDG CORcl a | $9,442 | +18.0% | 270 | 0.0% | 0.01% | +12.5% | |
PFG | UBER TECHNOLOGIES INC | $9,063 | +13.3% | 108 | 0.0% | 0.01% | +12.5% | |
F | Buy | MICROSOFT CORP | $9,092 | +1.0% | 782 | +1.0% | 0.01% | 0.0% |
COG | VMWARE INC | $8,034 | -10.7% | 327 | 0.0% | 0.01% | -11.1% | |
XLC | SCHWAB STRATEGIC TR | $7,966 | -0.4% | 166 | 0.0% | 0.01% | 0.0% | |
DOCU | Sell | VANGUARD SCOTTSDALE FDS | $8,036 | +0.4% | 145 | -23.7% | 0.01% | 0.0% |
VMC | EXACT SCIENCES CORP | $8,519 | +6.5% | 49 | 0.0% | 0.01% | 0.0% | |
MOS | New | BLACKROCK CR ALLOCATION INCO | $8,187 | – | 187 | +100.0% | 0.01% | – |
SWK | PALANTIR TECHNOLOGIES INC | $8,263 | +3.3% | 110 | 0.0% | 0.01% | 0.0% | |
MSI | OUTFRONT MEDIA INC | $8,247 | +17.8% | 32 | 0.0% | 0.01% | +14.3% | |
ALK | ISHARES TR | $7,815 | +11.6% | 182 | 0.0% | 0.01% | +14.3% | |
PSX | Buy | FACTSET RESH SYS INC | $7,357 | +22.6% | 71 | +1.4% | 0.01% | +16.7% |
VV | ISHARES TRlarge cap etf | $7,665 | +9.5% | 44 | 0.0% | 0.01% | 0.0% | |
PBA | BLACKSTONE INC | $7,605 | +8.6% | 224 | 0.0% | 0.01% | 0.0% | |
EZM | Buy | EVOQUA WATER TECHNOLOGIES COus midcap fund | $7,393 | +5.6% | 152 | +0.7% | 0.01% | 0.0% |
AWK | AMERICAN WTR WKS CO INC NEW COM | $7,621 | +27.0% | 50 | 0.0% | 0.01% | +16.7% | |
PINS | ATLASSIAN CORPORATIONcl a | $7,041 | +0.6% | 290 | 0.0% | 0.01% | 0.0% | |
TFC | TRANE TECHNOLOGIES PLC | $7,487 | +7.0% | 174 | 0.0% | 0.01% | 0.0% | |
TMUS | DANAHER CORPORATION | $7,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
URI | Sell | FUBOTV INC | $7,108 | -35.4% | 20 | -50.0% | 0.01% | -36.4% |
RLGT | ISHARES TR | $6,617 | -5.5% | 1,300 | 0.0% | 0.01% | -14.3% | |
WMB | RAYONIER INC | $5,758 | +15.2% | 175 | 0.0% | 0.01% | +20.0% | |
VOT | Sell | ACCENTURE PLC IRELANDmcap gr idxvip | $5,752 | -77.9% | 32 | -78.8% | 0.01% | -76.9% |
SCHZ | Sell | ISHARES TRus aggregate b | $6,730 | -51.9% | 147 | -54.1% | 0.01% | -57.1% |
MTZ | Sell | VANGUARD MALVERN FDS | $6,400 | -41.8% | 75 | -57.1% | 0.01% | -45.5% |
ENB | MOTOROLA SOLUTIONS INC | $6,256 | +4.3% | 160 | 0.0% | 0.01% | 0.0% | |
EQIX | EQUINIX INC COM | $6,550 | +31.0% | 10 | 0.0% | 0.01% | +20.0% | |
HAL | Buy | ILLUMINA INC | $6,726 | +34.5% | 171 | +0.6% | 0.01% | +20.0% |
ROP | ROPER TECHNOLOGIES INC COM | $6,481 | +29.6% | 15 | 0.0% | 0.01% | +20.0% | |
NOBL | ANALOG DEVICES INCs&p 500 dv arist | $6,029 | +20.6% | 67 | 0.0% | 0.01% | +20.0% | |
BIV | PFIZER INCintermed term | $6,317 | +5.3% | 85 | 0.0% | 0.01% | 0.0% | |
IEI | ALTRIA GROUP INC3 7 yr treas bd | $5,170 | +3.4% | 45 | 0.0% | 0.01% | 0.0% | |
GLD | Sell | AMERIPRISE FINL INC | $4,750 | -56.8% | 28 | -60.6% | 0.01% | -54.5% |
TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFspdr tr tactic | $5,405 | +8.1% | 135 | 0.0% | 0.01% | 0.0% | |
SLB | PIMCO ETF TR | $5,529 | +38.2% | 103 | 0.0% | 0.01% | +25.0% | |
SCHN | New | MICRON TECHNOLOGY INCcl a | $4,751 | – | 155 | +100.0% | 0.01% | – |
NFLX | Buy | SOUTHERN CO | $5,308 | +76.9% | 18 | +28.6% | 0.01% | +66.7% |
SCHI | New | CEDAR FAIR L P5 10yr corp bd | $5,000 | – | 116 | +100.0% | 0.01% | – |
FNDE | Sell | OTIS WORLDWIDE CORPschwb fdt emk lg | $4,971 | -54.8% | 201 | -56.8% | 0.01% | -54.5% |
MLM | INVESCO EXCHANGE TRADED FD T | $5,451 | +9.0% | 16 | 0.0% | 0.01% | 0.0% | |
BETZ | Sell | BRILLIANT EARTH GROUP INCroundhill sports | $5,544 | -57.4% | 387 | -59.4% | 0.01% | -61.5% |
IEF | WESTROCK CO7-10 yr trsy bd | $4,885 | -2.3% | 51 | 0.0% | 0.01% | 0.0% | |
SCL | MASTEC INC | $5,150 | +3.0% | 48 | 0.0% | 0.01% | 0.0% | |
IBM | DOMINION ENERGY INC | $5,089 | +27.2% | 36 | 0.0% | 0.01% | +25.0% | |
TDY | CHUBB LIMITED | $5,599 | +12.0% | 14 | 0.0% | 0.01% | 0.0% | |
EXTR | KLA CORP | $5,218 | +30.4% | 285 | 0.0% | 0.01% | +25.0% | |
CSL | QUANTUMSCAPE CORP | $4,713 | -21.4% | 20 | 0.0% | 0.01% | -16.7% | |
VMW | EATON CORP PLC | $4,910 | +22.8% | 40 | 0.0% | 0.01% | +25.0% | |
APPF | APPFOLIO INC COM CL A | $5,269 | -12.2% | 50 | 0.0% | 0.01% | -16.7% | |
WRK | New | WESTROCK CO COM | $4,887 | – | 139 | +100.0% | 0.01% | – |
WY | STEPAN CO | $5,642 | +12.8% | 182 | 0.0% | 0.01% | 0.0% | |
WOR | New | BECTON DICKINSON & CO | $4,971 | – | 100 | +100.0% | 0.01% | – |
ALNY | WISDOMTREE TR | $4,991 | +24.8% | 21 | 0.0% | 0.01% | +25.0% | |
ALL | NUTRIEN LTD | $5,695 | -5.1% | 42 | 0.0% | 0.01% | -16.7% | |
APTV | ENBRIDGE INC | $3,725 | +24.2% | 40 | 0.0% | 0.00% | +33.3% | |
UBER | AIRBNB INC | $3,833 | -4.2% | 155 | 0.0% | 0.00% | 0.0% | |
PPG | TE CONNECTIVITY LTD | $3,772 | +25.7% | 30 | 0.0% | 0.00% | +33.3% | |
ICE | INTERNATIONAL BUSINESS MACHS | $4,404 | +10.1% | 43 | 0.0% | 0.00% | 0.0% | |
IYG | AMGEN INCu.s. fin svc etf | $3,780 | +26.0% | 24 | 0.0% | 0.00% | +33.3% | |
SCCO | New | STANLEY BLACK & DECKER INC | $4,529 | – | 75 | +100.0% | 0.00% | – |
SCI | SERVICE CORP INTL COM | $4,190 | +4.8% | 61 | 0.0% | 0.00% | 0.0% | |
ITOT | POLARIS INCcore s&p ttl stk | $4,325 | +8.1% | 51 | 0.0% | 0.00% | 0.0% | |
TEL | CONSTELLATION BRANDS INC | $4,018 | +0.4% | 35 | 0.0% | 0.00% | 0.0% | |
LNC | Sell | LINCOLN NATL CORP IND COM | $4,608 | -69.3% | 150 | -55.2% | 0.00% | -73.3% |
AMSC | COMMERCE BANCSHARES INC | $4,048 | +1.2% | 1,100 | 0.0% | 0.00% | 0.0% | |
ROST | MACQUARIE GLOBAL INFRASTRUCT | $4,527 | +50.9% | 39 | 0.0% | 0.00% | +33.3% | |
CRUS | CANADIAN PAC RY LTD | $3,650 | +21.7% | 49 | 0.0% | 0.00% | +33.3% | |
BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFbloomberg 1-3 mo | $3,842 | -36.0% | 42 | -33.3% | 0.00% | -33.3% |
SPSB | Buy | SCHWAB STRATEGIC TRportfolio short | $4,523 | +13.1% | 154 | +0.7% | 0.00% | 0.0% |
MGA | AT&T INC | $3,708 | +23.6% | 66 | 0.0% | 0.00% | +33.3% | |
ABNB | Buy | ROYAL BK CDA SUSTAINABL | $4,446 | -11.1% | 52 | +4.0% | 0.00% | -20.0% |
AMC | ISHARES TR | $3,427 | -31.5% | 842 | 0.0% | 0.00% | -40.0% | |
PLTR | MONDELEZ INTL INCcl a | $3,069 | -23.3% | 478 | 0.0% | 0.00% | -25.0% | |
TM | UNUM GROUPads | $3,005 | +0.2% | 22 | 0.0% | 0.00% | 0.0% | |
SLYG | Buy | COINBASE GLOBAL INCs&p 600 smcp grw | $2,640 | -12.0% | 37 | +2.8% | 0.00% | 0.0% |
SWKS | Buy | VANGUARD WORLD FDS | $3,334 | +11.1% | 37 | +2.8% | 0.00% | 0.0% |
AECOM | $3,271 | -45.5% | 5,850 | 0.0% | 0.00% | -50.0% | ||
IJS | LIVE OAK BANCSHARES INCsp smcp600vl etf | $3,294 | +9.8% | 36 | 0.0% | 0.00% | 0.0% | |
IDT | ISHARES TRcl b new | $2,817 | -6.1% | 100 | 0.0% | 0.00% | 0.0% | |
FORM | VANGUARD INTL EQUITY INDEX F | $3,068 | -23.3% | 138 | 0.0% | 0.00% | -25.0% | |
GOED | AUTONATION INC | $2,888 | -3.7% | 5,000 | 0.0% | 0.00% | 0.0% | |
SONO | INVESCO EXCH TRADED FD TR II | $2,805 | +40.2% | 166 | 0.0% | 0.00% | +50.0% | |
DAL | RAYMOND JAMES FINL INC | $3,637 | +21.2% | 111 | 0.0% | 0.00% | 0.0% | |
XLB | 3M COsbi materials | $2,983 | -0.6% | 38 | 0.0% | 0.00% | 0.0% | |
ILMN | VANGUARD INDEX FDS | $3,033 | +1.1% | 15 | 0.0% | 0.00% | 0.0% | |
FUN | SPDR INDEX SHS FDSdepositry unit | $3,638 | +21.3% | 88 | 0.0% | 0.00% | 0.0% | |
RBLX | NVIDIA CORPORATIONcl a | $3,558 | -11.0% | 125 | 0.0% | 0.00% | -25.0% | |
FNDA | CATERPILLAR INCschwab fdt us sc | $3,102 | +3.4% | 66 | 0.0% | 0.00% | 0.0% | |
ICLR | CHARLES RIV LABS INTL INC | $3,108 | +3.6% | 16 | 0.0% | 0.00% | 0.0% | |
LULU | ISHARES TR | $1,602 | +60.2% | 5 | 0.0% | 0.00% | +100.0% | |
QS | JABIL INC | $2,030 | -32.3% | 358 | 0.0% | 0.00% | -33.3% | |
WARNER BROS DISCOVERY INC | $2,562 | +28.1% | 73 | 0.0% | 0.00% | 0.0% | ||
EXAS | GALLAGHER ARTHUR J & CO | $2,376 | +18.8% | 48 | 0.0% | 0.00% | 0.0% | |
MDB | BOEING COcl a | $1,968 | -1.6% | 10 | 0.0% | 0.00% | 0.0% | |
SAM | BAXTER INTL INCcl a | $1,648 | -17.6% | 5 | 0.0% | 0.00% | 0.0% | |
CGC | BLACKROCK INC | $1,929 | -3.6% | 835 | 0.0% | 0.00% | 0.0% | |
LWLG | LIGHTWAVE LOGIC INC COM | $2,099 | -30.0% | 487 | 0.0% | 0.00% | -33.3% | |
CRSP | SPDR SER TRnamen akt | $1,707 | -14.6% | 42 | 0.0% | 0.00% | 0.0% | |
BFAM | Sell | CONOCOPHILLIPS | $2,587 | -96.3% | 41 | -96.7% | 0.00% | -97.2% |
ISHARES TR | $2,525 | -36.9% | 137 | 0.0% | 0.00% | -50.0% | ||
VNQ | Sell | US BANCORP DELreal estate etf | $2,144 | -83.5% | 26 | -84.0% | 0.00% | -84.6% |
SNOW | DIREXION SHS ETF TRcl a | $1,579 | -21.0% | 11 | 0.0% | 0.00% | 0.0% | |
ALC | CIRRUS LOGIC INC | $2,262 | +13.1% | 33 | 0.0% | 0.00% | 0.0% | |
HUBS | GSK PLC | $578 | -42.2% | 2 | 0.0% | 0.00% | 0.0% | |
GSK PLC SPONSORED ADRsponsored adr | $1,265 | +26.5% | 36 | 0.0% | 0.00% | 0.0% | ||
EOG RES INC | $715 | -28.5% | 423 | 0.0% | 0.00% | 0.0% | ||
SOXX | APPLIED MATLS INCishares semicdtr | $696 | -30.4% | 2 | 0.0% | 0.00% | 0.0% | |
TWLO | PROTO LABS INCcl a | $832 | -16.8% | 17 | 0.0% | 0.00% | 0.0% | |
EXPI | SHERWIN WILLIAMS CO | $786 | -21.4% | 71 | 0.0% | 0.00% | 0.0% | |
SIFY | STEEL DYNAMICS INCsponsored ads | $691 | -30.9% | 600 | 0.0% | 0.00% | 0.0% | |
BRIGHT HORIZONS FAM SOL IN D | $683 | -31.7% | 27 | 0.0% | 0.00% | 0.0% | ||
GOEDWS | MOSAIC CO NEW*w exp 06/02/202 | $612 | -38.8% | 7,650 | 0.0% | 0.00% | 0.0% | |
New | MCDONALDS CORPdly aapl bear 1x | $547 | – | 18 | +100.0% | 0.00% | – | |
CREX | ISHARES TR | $1,348 | +34.8% | 2,325 | 0.0% | 0.00% | 0.0% | |
CELH | GLOBAL X FDS | $624 | -37.6% | 6 | 0.0% | 0.00% | 0.0% | |
SCHH | Sell | POLISHED COM INCus reit etf | $1,063 | -73.4% | 55 | -73.4% | 0.00% | -75.0% |
VMEO | GRAINGER W W INC | $1,454 | -27.3% | 424 | 0.0% | 0.00% | -50.0% | |
MRNA | PORTLAND GEN ELEC CO | $718 | – | 4 | 0.0% | 0.00% | – | |
MARTIN MARIETTA MATLS INCcl a | $1,415 | -29.2% | 11 | 0.0% | 0.00% | -50.0% | ||
W | APPLE INCcl a | $724 | -27.6% | 22 | 0.0% | 0.00% | 0.0% | |
OUT | DEERE & CO | $637 | -36.3% | 38 | 0.0% | 0.00% | 0.0% | |
ZI | FIRST TR ENHANCED EQUITY INC | $1,325 | -33.8% | 44 | 0.0% | 0.00% | -50.0% | |
SPGM | REPUBLIC SVCS INCportfli msci gbl | $907 | -9.3% | 19 | 0.0% | 0.00% | 0.0% | |
AGIO | ISHARES TR | $1,067 | +6.7% | 38 | 0.0% | 0.00% | 0.0% | |
DHT | INTUITIVE SURGICAL INC | $588 | – | 66 | 0.0% | 0.00% | – | |
STAA | New | STAAR SURGICAL CO COM PAR $0.01 | $1,068 | – | 22 | +100.0% | 0.00% | – |
IAU | UNITED RENTALS INCishares new | $208 | – | 6 | 0.0% | 0.00% | – | |
NVTA | INVITAE CORP COM | $4 | – | 2 | 0.0% | 0.00% | – | |
FUBO | SELECT SECTOR SPDR TR | $24 | – | 14 | 0.0% | 0.00% | – | |
UA | SNAP ON INCcl c | $107 | – | 12 | 0.0% | 0.00% | – | |
ASXC | SPDR SER TR | $3 | – | 8 | 0.0% | 0.00% | – | |
TLRY | SCHWAB STRATEGIC TR | $256 | – | 95 | 0.0% | 0.00% | – | |
EIM | Sell | HALLIBURTON CO | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
MAPS | ABBVIE INC | $76 | – | 75 | 0.0% | 0.00% | – | |
YETI | SCHWAB STRATEGIC TR | $248 | – | 6 | 0.0% | 0.00% | – | |
VERISIGN INC | $37 | – | 4 | 0.0% | 0.00% | – | ||
ICON PLC | $315 | – | 130 | 0.0% | 0.00% | – | ||
LEO | Sell | LUCID GROUP INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
VERV | Exit | VERVE THERAPEUTICS INC COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
New | PTC INC | $517 | – | 120 | +100.0% | 0.00% | – | |
PRLB | LENNOX INTL INC | $332 | – | 13 | 0.0% | 0.00% | – | |
PENN | VANGUARD SCOTTSDALE FDS | $59 | – | 2 | 0.0% | 0.00% | – | |
CDLX | Sell | DOW INC | $104 | – | 18 | -69.0% | 0.00% | – |
KROGER CO | $264 | – | 7 | 0.0% | 0.00% | – | ||
SCHR | AMERICAN ELEC PWR CO INCint-trm u.s tres | $197 | – | 4 | 0.0% | 0.00% | – | |
CREXW | ROBLOX CORP*w exp 11/19/202 | $1 | – | 100 | 0.0% | 0.00% | – | |
MANULIFE FINL CORP | $171 | – | 25 | 0.0% | 0.00% | – | ||
ZOETIS INC | $78 | – | 7 | 0.0% | 0.00% | – | ||
USFD | Exit | US FOODS HLDG CORP COMstock | $0 | – | -24 | -100.0% | -0.00% | – |
OSMT | Exit | RVL PHARMACEUTICALS PLC SHSstock | $0 | – | -435 | -100.0% | -0.00% | – |
DEM | Exit | WISDOMTREE EMERGING MARKETS EQUITY INCOME ETFetf | $0 | – | -23 | -100.0% | -0.00% | – |
HASI | Exit | HANNON ARMSTRONG SUST INFR CAP COMreit | $0 | – | -60 | -100.0% | -0.00% | – |
LVS | Exit | LAS VEGAS SANDS CORP COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
AVLR | Exit | AVALARA INC COMstock | $0 | – | -40 | -100.0% | -0.00% | – |
IAC | Exit | IAC INC COM NEWstock | $0 | – | -76 | -100.0% | -0.00% | – |
GEF | Exit | GREIF INC CL Astock | $0 | – | -62 | -100.0% | -0.00% | – |
PLL | Exit | PIEDMONT LITHIUM INC COMstock | $0 | – | -90 | -100.0% | -0.01% | – |
VGM | Exit | INVESCO TR INVT GRADE MUNS COMcef | $0 | – | -600 | -100.0% | -0.01% | – |
MHD | Exit | BLACKROCK MUNIHOLDINGS FD INC COMcef | $0 | – | -555 | -100.0% | -0.01% | – |
CXE | Exit | MFS HIGH INCOME MUN TR SH BEN INTcef | $0 | – | -2,000 | -100.0% | -0.01% | – |
VUSB | Exit | VANGUARD ULTRA-SHORT BOND ETFetf | $0 | – | -191 | -100.0% | -0.01% | – |
RYH | Exit | RYDEX S&P EQUAL WEIGHT HEALTH CAREetf | $0 | – | -36 | -100.0% | -0.01% | – |
EFA | Exit | ISHARES MSCI EAFE ETFetf | $0 | – | -188 | -100.0% | -0.01% | – |
MHK | Exit | MOHAWK INDS INCstock | $0 | – | -110 | -100.0% | -0.01% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | -56 | -100.0% | -0.01% | – |
HZNP | Exit | HORIZON THERAPEUTICS PUB L SHSstock | $0 | – | -202 | -100.0% | -0.01% | – |
EVTC | Exit | EVERTEC INC COMstock | $0 | – | -435 | -100.0% | -0.01% | – |
EMB | Exit | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $0 | – | -175 | -100.0% | -0.01% | – |
ENTG | Exit | ENTEGRIS INC COMstock | $0 | – | -205 | -100.0% | -0.02% | – |
IVW | Exit | ISHARES S&P 500 GROWTH ETFetf | $0 | – | -322 | -100.0% | -0.02% | – |
ALLY | Exit | ALLY FINL INC COMstock | $0 | – | -628 | -100.0% | -0.02% | – |
CHW | Exit | CALAMOS GLOBAL DYNAMIC INCOME FDcef | $0 | – | -5,389 | -100.0% | -0.03% | – |
BLL | Exit | BALL CORP COMstock | $0 | – | -1,268 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 8 | Q3 2023 | 5.9% |
UNITED THERAPEUTICS CORP DEL | 8 | Q3 2023 | 4.0% |
SCHWAB US TIPS ETF | 8 | Q3 2023 | 3.9% |
MICROSOFT CORP | 8 | Q3 2023 | 3.8% |
PEPSICO INC COM | 8 | Q3 2023 | 3.6% |
PROLOGIS INC. | 8 | Q3 2023 | 2.5% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 2.8% |
PINTEREST INC | 8 | Q3 2023 | 2.7% |
ISHARES TR | 8 | Q3 2023 | 2.5% |
VISA INC | 8 | Q3 2023 | 2.2% |
View TILIA FIDUCIARY PARTNERS, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-12 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-13 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-10 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-01 |
13F-HR | 2022-04-18 |
13F-HR | 2022-02-14 |
View TILIA FIDUCIARY PARTNERS, 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.