$147 Million is the total value of Resurgent Financial Advisors LLC's 484 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 17.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $7,344,104 | -11.8% | 42,895 | -0.1% | 5.00% | -9.0% |
MSFT | Sell | MICROSOFT CORP | $7,214,255 | -9.6% | 22,848 | -2.5% | 4.92% | -6.7% |
IVV | Buy | ISHARES TRcore s&p500 etf | $4,047,636 | +10.6% | 9,426 | +14.8% | 2.76% | +14.1% |
JPM | Buy | JPMORGAN CHASE & CO | $3,056,732 | +1.0% | 21,078 | +1.2% | 2.08% | +4.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,053,916 | +2.7% | 8,718 | -0.0% | 2.08% | +6.0% |
IWD | Buy | ISHARES TRrus 1000 val etf | $3,006,631 | -2.6% | 19,804 | +1.3% | 2.05% | +0.5% |
CVX | Buy | CHEVRON CORP NEW | $2,882,728 | +11.4% | 17,096 | +3.9% | 1.96% | +14.9% |
HD | Sell | HOME DEPOT INC | $2,549,258 | -10.3% | 8,437 | -7.8% | 1.74% | -7.4% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,404,360 | +0.5% | 15,474 | +5.1% | 1.64% | +3.7% |
COP | Buy | CONOCOPHILLIPS | $2,130,763 | +16.5% | 17,786 | +0.8% | 1.45% | +20.3% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,045,472 | +2.9% | 15,631 | -5.9% | 1.39% | +6.1% |
ETN | Sell | EATON CORP PLC | $2,038,743 | +2.2% | 9,559 | -3.6% | 1.39% | +5.5% |
AMZN | Sell | AMAZON COM INC | $1,987,521 | -17.8% | 15,635 | -15.7% | 1.35% | -15.2% |
JNJ | Sell | JOHNSON & JOHNSON | $1,973,665 | -8.1% | 12,672 | -2.4% | 1.34% | -5.1% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $1,809,674 | -6.1% | 26,076 | -1.3% | 1.23% | -3.1% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,697,355 | -6.0% | 3,971 | -2.5% | 1.16% | -3.0% |
XOM | Buy | EXXON MOBIL CORP | $1,661,968 | +16.5% | 14,135 | +6.3% | 1.13% | +20.2% |
TPL | TEXAS PACIFIC LAND CORPORATI | $1,661,263 | +38.5% | 911 | 0.0% | 1.13% | +42.9% | |
CSCO | Buy | CISCO SYS INC | $1,654,679 | +5.1% | 30,779 | +1.1% | 1.13% | +8.4% |
MPC | Sell | MARATHON PETE CORP | $1,649,455 | +28.8% | 10,899 | -0.7% | 1.12% | +33.0% |
DLN | Buy | WISDOMTREE TRus largecap divd | $1,510,637 | -3.2% | 24,567 | +0.1% | 1.03% | -0.1% |
WMT | Buy | WALMART INC | $1,486,382 | +2.1% | 9,294 | +0.3% | 1.01% | +5.4% |
MRK | Buy | MERCK & CO INC | $1,416,387 | -10.1% | 13,758 | +0.7% | 0.96% | -7.2% |
NVDA | Sell | NVIDIA CORPORATION | $1,229,662 | -4.8% | 2,827 | -7.4% | 0.84% | -1.6% |
PEP | Buy | PEPSICO INC | $1,198,957 | -7.4% | 7,076 | +1.2% | 0.82% | -4.4% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,087,593 | -14.1% | 6,820 | -10.9% | 0.74% | -11.4% |
PFE | Buy | PFIZER INC | $1,075,627 | -7.4% | 32,428 | +2.4% | 0.73% | -4.4% |
IJR | Buy | ISHARES TRcore s&p scp etf | $1,075,095 | -2.2% | 11,397 | +3.3% | 0.73% | +0.8% |
SYBT | STOCK YDS BANCORP INC | $1,073,717 | -13.4% | 27,328 | 0.0% | 0.73% | -10.7% | |
AMGN | Buy | AMGEN INC | $1,044,401 | +40.3% | 3,886 | +15.9% | 0.71% | +44.5% |
IUSB | Buy | ISHARES TRcore total usd | $1,038,319 | +2.6% | 23,752 | +6.7% | 0.71% | +5.8% |
CMCSA | Buy | COMCAST CORP NEWcl a | $1,022,702 | +10.3% | 23,065 | +3.4% | 0.70% | +13.9% |
PBT | PERMIAN BASIN RTY TRunit ben int | $1,020,000 | -14.8% | 48,000 | 0.0% | 0.70% | -12.0% | |
NEE | Buy | NEXTERA ENERGY INC | $1,012,887 | -22.6% | 17,680 | +0.3% | 0.69% | -20.1% |
DHR | Sell | DANAHER CORPORATION | $1,000,587 | -0.7% | 4,033 | -4.0% | 0.68% | +2.6% |
DON | Buy | WISDOMTREE TRus midcap divid | $967,260 | +2.6% | 23,615 | +5.4% | 0.66% | +5.9% |
V | Sell | VISA INC | $965,438 | -10.0% | 4,197 | -7.1% | 0.66% | -7.2% |
QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $918,873 | -17.5% | 6,233 | -14.9% | 0.63% | -14.8% |
APD | Buy | AIR PRODS & CHEMS INC | $897,244 | -4.1% | 3,166 | +1.3% | 0.61% | -1.1% |
PWR | Sell | QUANTA SVCS INC | $807,955 | -16.0% | 4,319 | -11.8% | 0.55% | -13.4% |
MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $801,216 | -7.6% | 10,565 | -2.8% | 0.55% | -4.5% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $796,640 | +4.7% | 12,359 | +9.0% | 0.54% | +8.2% |
MS | Buy | MORGAN STANLEY | $779,295 | -0.7% | 9,542 | +3.8% | 0.53% | +2.5% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $773,171 | -2.0% | 20,734 | +5.1% | 0.53% | +1.2% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $770,406 | -5.9% | 3,627 | -2.4% | 0.52% | -2.8% |
PG | Sell | PROCTER AND GAMBLE CO | $767,807 | -8.3% | 5,264 | -4.6% | 0.52% | -5.4% |
TSLA | Buy | TESLA INC | $745,656 | +12.4% | 2,980 | +17.6% | 0.51% | +16.0% |
DIS | Buy | DISNEY WALT CO | $723,047 | -2.9% | 8,921 | +6.9% | 0.49% | +0.2% |
COST | Sell | COSTCO WHSL CORP NEW | $720,889 | -0.2% | 1,276 | -4.9% | 0.49% | +2.9% |
UNP | Sell | UNION PAC CORP | $714,538 | -1.8% | 3,509 | -1.3% | 0.49% | +1.5% |
MSI | Sell | MOTOROLA SOLUTIONS INC | $712,180 | -7.7% | 2,616 | -0.6% | 0.48% | -4.9% |
CB | Sell | CHUBB LIMITED | $670,340 | +4.3% | 3,220 | -3.5% | 0.46% | +7.8% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $666,857 | +36.2% | 5,060 | +39.4% | 0.45% | +40.6% |
RSG | Buy | REPUBLIC SVCS INC | $665,094 | -3.8% | 4,667 | +3.4% | 0.45% | -0.9% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $648,404 | +1341.8% | 12,901 | +1394.9% | 0.44% | +1373.3% |
DUK | Buy | DUKE ENERGY CORP NEW | $638,038 | +6.8% | 7,229 | +8.6% | 0.44% | +10.1% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $638,211 | -0.9% | 4,957 | +2.1% | 0.44% | +2.4% |
TXN | Sell | TEXAS INSTRS INC | $625,068 | -26.0% | 3,931 | -16.2% | 0.43% | -23.7% |
LMT | Buy | LOCKHEED MARTIN CORP | $625,709 | -9.3% | 1,530 | +2.1% | 0.43% | -6.6% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $603,572 | +0.1% | 4,260 | +5.7% | 0.41% | +3.3% |
EFV | Buy | ISHARES TReafe value etf | $603,796 | +90.9% | 12,340 | +90.9% | 0.41% | +96.7% |
Buy | SHELL PLCspon ads | $587,596 | +7.9% | 9,127 | +1.2% | 0.40% | +11.4% | |
MO | Buy | ALTRIA GROUP INC | $585,168 | -6.0% | 13,916 | +1.2% | 0.40% | -2.9% |
CCI | Buy | CROWN CASTLE INC | $580,341 | -13.3% | 6,306 | +7.4% | 0.40% | -10.6% |
DE | Sell | DEERE & CO | $572,109 | -12.9% | 1,516 | -6.5% | 0.39% | -10.1% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $565,359 | -12.1% | 1,428 | -12.7% | 0.38% | -9.4% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $559,513 | -0.7% | 18,043 | +4.2% | 0.38% | +2.4% |
UNH | Sell | UNITEDHEALTH GROUP INC | $553,096 | -3.1% | 1,097 | -7.7% | 0.38% | 0.0% |
BACPRL | Buy | BANK AMERICA CORP7.25%cnv pfd l | $553,881 | +1.0% | 498 | +6.4% | 0.38% | +4.1% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $550,371 | +285.9% | 7,568 | +297.7% | 0.38% | +298.9% |
SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $542,434 | -4.3% | 3,741 | +0.5% | 0.37% | -1.1% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $540,052 | -76.3% | 1,507 | -75.6% | 0.37% | -75.5% |
COWZ | Buy | PACER FDS TRus cash cows 100 | $538,194 | +32.0% | 10,888 | +27.9% | 0.37% | +36.4% |
CME | Sell | CME GROUP INC | $534,988 | -12.7% | 2,672 | -19.2% | 0.36% | -10.1% |
MBB | Buy | ISHARES TRmbs etf | $533,066 | +42.9% | 6,003 | +50.1% | 0.36% | +47.6% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $512,017 | -7.5% | 5,436 | -3.9% | 0.35% | -4.6% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $501,710 | +360.8% | 7,034 | +385.1% | 0.34% | +375.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $502,561 | +3.0% | 15,506 | +18.2% | 0.34% | +6.2% |
WTRG | ESSENTIAL UTILS INC | $494,798 | -14.0% | 14,413 | 0.0% | 0.34% | -11.3% | |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $487,324 | -0.5% | 14,517 | +1.9% | 0.33% | +2.8% |
HIW | Sell | HIGHWOODS PPTYS INC | $481,877 | -19.3% | 23,381 | -6.4% | 0.33% | -16.8% |
ABBV | Buy | ABBVIE INC | $463,278 | +10.9% | 3,108 | +0.2% | 0.32% | +14.5% |
HES | Buy | HESS CORP | $461,448 | +163.1% | 3,016 | +133.8% | 0.31% | +170.7% |
FERG | Buy | FERGUSON PLC NEW | $456,898 | +10.8% | 2,778 | +6.0% | 0.31% | +14.3% |
CELH | Sell | CELSIUS HLDGS INC | $454,912 | -14.5% | 2,651 | -25.7% | 0.31% | -11.7% |
XBI | Sell | SPDR SER TRs&p biotech | $451,738 | -17.8% | 6,186 | -6.3% | 0.31% | -15.2% |
SGOL | Sell | ABRDN GOLD ETF TRUST | $441,896 | -4.7% | 24,980 | -1.0% | 0.30% | -1.6% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $437,780 | -27.6% | 6,319 | -1.4% | 0.30% | -25.3% |
EFG | Buy | ISHARES TReafe grwth etf | $413,895 | +7.0% | 4,796 | +18.3% | 0.28% | +10.6% |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $404,597 | -3.4% | 7,996 | 0.0% | 0.28% | -0.4% | |
AGG | Buy | ISHARES TRcore us aggbd et | $405,839 | -0.6% | 4,316 | +3.5% | 0.28% | +2.2% |
INTC | Sell | INTEL CORP | $398,622 | -0.6% | 11,213 | -6.5% | 0.27% | +2.6% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $398,815 | -26.0% | 3,860 | -24.0% | 0.27% | -23.6% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $398,405 | -12.1% | 8,319 | -11.8% | 0.27% | -9.4% |
AVGO | Buy | BROADCOM INC | $392,864 | -0.9% | 473 | +3.5% | 0.27% | +2.3% |
MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $378,064 | +13.2% | 8,920 | +11.1% | 0.26% | +17.3% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $368,880 | +26.0% | 4,081 | +13.1% | 0.25% | +30.1% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $365,392 | +91.0% | 7,302 | +92.6% | 0.25% | +97.6% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $342,365 | +223.1% | 5,810 | +258.9% | 0.23% | +232.9% |
TJX | Sell | TJX COS INC NEW | $336,677 | +4.3% | 3,788 | -0.5% | 0.23% | +7.5% |
BDX | Sell | BECTON DICKINSON & CO | $332,728 | -7.9% | 1,287 | -6.0% | 0.23% | -5.0% |
MCD | Buy | MCDONALDS CORP | $325,577 | -3.4% | 1,236 | +9.5% | 0.22% | 0.0% |
IFRA | Buy | ISHARES TRus infrastruc | $317,821 | +4.9% | 8,686 | +12.0% | 0.22% | +8.5% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $315,010 | -15.6% | 4,036 | -3.1% | 0.22% | -12.6% |
MDT | Buy | MEDTRONIC PLC | $315,242 | -2.6% | 4,023 | +9.5% | 0.22% | +0.5% |
LLY | Buy | ELI LILLY & CO | $314,759 | +18.8% | 586 | +3.7% | 0.21% | +22.3% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $314,548 | +27.4% | 1,261 | +33.6% | 0.21% | +31.3% |
TFLO | New | ISHARES TRtrs flt rt bd | $312,305 | – | 6,155 | +100.0% | 0.21% | – |
VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $310,885 | -6.8% | 13,897 | -7.3% | 0.21% | -3.6% |
USMV | Buy | ISHARES TRmsci usa min vol | $311,524 | +2.5% | 4,304 | +5.2% | 0.21% | +5.5% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $310,447 | +231.5% | 3,043 | +251.4% | 0.21% | +240.3% |
WMB | Buy | WILLIAMS COS INC | $299,167 | +12.9% | 8,880 | +9.3% | 0.20% | +16.6% |
MCO | Sell | MOODYS CORP | $300,045 | -14.4% | 949 | -5.9% | 0.20% | -11.7% |
C | Sell | CITIGROUP INC | $291,054 | -18.6% | 7,076 | -8.8% | 0.20% | -16.1% |
New | WISDOMTREE TRfloatng rat trea | $289,512 | – | 5,753 | +100.0% | 0.20% | – | |
TMUS | Buy | T-MOBILE US INC | $287,243 | +25.9% | 2,051 | +24.8% | 0.20% | +29.8% |
MKL | Sell | MARKEL GROUP INC | $279,773 | +0.6% | 190 | -5.5% | 0.19% | +3.8% |
EMXC | Buy | ISHARES INCmsci emrg chn | $276,706 | -0.1% | 5,553 | +4.3% | 0.19% | +3.3% |
QQQ | Sell | INVESCO QQQ TRput | $275,156 | -17.3% | 3,600 | -30.8% | 0.19% | -15.0% |
IEMG | Sell | ISHARES INCcore msci emkt | $273,690 | -27.1% | 5,751 | -24.5% | 0.19% | -25.0% |
ASML | Sell | ASML HOLDING N V | $270,195 | -62.8% | 459 | -54.1% | 0.18% | -61.6% |
ORCL | Sell | ORACLE CORP | $270,626 | -23.8% | 2,555 | -14.4% | 0.18% | -21.7% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $265,866 | -6.4% | 3,928 | -1.7% | 0.18% | -3.2% |
DVN | Buy | DEVON ENERGY CORP NEW | $249,328 | +23.5% | 5,227 | +25.2% | 0.17% | +27.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $247,168 | +690.9% | 3,841 | +729.6% | 0.17% | +700.0% |
PFF | New | ISHARES TRpfd and incm sec | $243,552 | – | 8,078 | +100.0% | 0.17% | – |
GS | Sell | GOLDMAN SACHS GROUP INC | $238,148 | -3.6% | 736 | -3.9% | 0.16% | -0.6% |
TGT | Sell | TARGET CORP | $236,730 | -16.8% | 2,141 | -0.7% | 0.16% | -14.4% |
EOG | Sell | EOG RES INC | $234,252 | +8.6% | 1,848 | -2.0% | 0.16% | +12.7% |
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $234,144 | +8.4% | 15,620 | 0.0% | 0.16% | +11.9% | |
Sell | LINDE PLC | $231,602 | -16.6% | 622 | -14.7% | 0.16% | -13.7% | |
KKR | Sell | KKR & CO INC | $228,413 | +9.9% | 3,708 | -0.1% | 0.16% | +13.9% |
BP | Sell | BP PLCsponsored adr | $227,751 | +2.9% | 5,882 | -6.2% | 0.16% | +6.2% |
ARLP | Sell | ALLIANCE RESOURCE PARTNERS Lut ltd part | $225,300 | +20.7% | 10,000 | -0.9% | 0.15% | +24.4% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $224,896 | +137.8% | 3,287 | +144.9% | 0.15% | +146.8% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $222,923 | +0.5% | 1,616 | +3.6% | 0.15% | +4.1% |
ADBE | Sell | ADOBE INC | $216,708 | -39.9% | 425 | -42.3% | 0.15% | -37.8% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $216,594 | -1.9% | 3,104 | +2.2% | 0.15% | +1.4% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $213,743 | +124.2% | 2,410 | +160.3% | 0.15% | +131.7% |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $213,210 | -6.8% | 8,625 | +8.3% | 0.14% | -4.0% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $210,917 | -8.8% | 3,634 | +0.5% | 0.14% | -5.9% |
PM | Buy | PHILIP MORRIS INTL INC | $212,008 | -3.9% | 2,290 | +1.3% | 0.14% | -1.4% |
CVS | Buy | CVS HEALTH CORP | $210,982 | +1.7% | 3,022 | +0.7% | 0.14% | +5.1% |
GOOG | Sell | ALPHABET INCcap stk cl c | $211,092 | -11.0% | 1,601 | -18.4% | 0.14% | -8.3% |
PSQ | Buy | PROSHARES TRshort qqq new | $210,524 | +12.6% | 19,332 | +9.3% | 0.14% | +16.3% |
CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $207,840 | -3.9% | 12,000 | 0.0% | 0.14% | -0.7% | |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $207,615 | -1.1% | 4,570 | -1.2% | 0.14% | +1.4% |
PSJ | Buy | INVESCO EXCHANGE TRADED FD Tai and next gen | $204,878 | -3.6% | 6,321 | +220.4% | 0.14% | 0.0% |
EQIX | Sell | EQUINIX INC | $198,269 | -9.0% | 273 | -1.8% | 0.14% | -6.2% |
GLD | SPDR GOLD TR | $197,339 | -3.8% | 1,151 | 0.0% | 0.13% | -0.7% | |
CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $193,988 | -1.6% | 4,170 | +8.7% | 0.13% | +1.5% |
PFG | PRINCIPAL FINANCIAL GROUP IN | $193,868 | -5.0% | 2,690 | 0.0% | 0.13% | -2.2% | |
BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $190,996 | -0.8% | 3,993 | +1.4% | 0.13% | +2.4% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $188,805 | +50.9% | 1,128 | +32.4% | 0.13% | +55.4% |
MRO | MARATHON OIL CORP | $187,892 | +16.2% | 7,024 | 0.0% | 0.13% | +19.6% | |
PXD | Buy | PIONEER NAT RES CO | $186,624 | +17.0% | 813 | +5.6% | 0.13% | +21.0% |
AMT | Buy | AMERICAN TOWER CORP NEW | $185,171 | -9.0% | 1,126 | +7.3% | 0.13% | -6.0% |
TIP | Buy | ISHARES TRtips bd etf | $182,236 | +166.7% | 1,757 | +176.7% | 0.12% | +175.6% |
ACN | Sell | ACCENTURE PLC IRELAND | $182,423 | -25.0% | 594 | -24.6% | 0.12% | -23.0% |
CTAS | CINTAS CORP | $179,898 | -3.2% | 374 | 0.0% | 0.12% | 0.0% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $174,575 | -22.0% | 1,120 | -10.3% | 0.12% | -19.6% |
SPY | Sell | SPDR S&P 500 ETF TRput | $173,975 | +8.7% | 2,900 | -14.7% | 0.12% | +12.3% |
NXPI | Sell | NXP SEMICONDUCTORS N V | $173,131 | -6.0% | 866 | -3.8% | 0.12% | -3.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $172,604 | -18.7% | 341 | -16.2% | 0.12% | -15.7% |
ESGU | Sell | ISHARES TResg awr msci usa | $168,193 | -11.7% | 1,791 | -8.4% | 0.12% | -8.7% |
NOC | Sell | NORTHROP GRUMMAN CORP | $167,272 | -5.4% | 380 | -2.1% | 0.11% | -2.6% |
HEDJ | Buy | WISDOMTREE TReurope hedged eq | $167,915 | -1.0% | 4,251 | +105.3% | 0.11% | +1.8% |
KO | Sell | COCA COLA CO | $161,292 | -14.6% | 2,881 | -8.2% | 0.11% | -12.0% |
TT | TRANE TECHNOLOGIES PLC | $159,893 | +6.1% | 788 | 0.0% | 0.11% | +9.0% | |
GILD | Buy | GILEAD SCIENCES INC | $160,671 | +1.0% | 2,144 | +3.8% | 0.11% | +3.8% |
ABT | Buy | ABBOTT LABS | $160,190 | -8.6% | 1,654 | +2.9% | 0.11% | -6.0% |
New | PROSHARES TRultrapro sht qqq | $159,443 | – | 7,801 | +100.0% | 0.11% | – | |
TFC | Buy | TRUIST FINL CORP | $158,500 | +6.0% | 5,540 | +12.4% | 0.11% | +9.1% |
BBY | Sell | BEST BUY INC | $158,114 | -16.0% | 2,276 | -1.0% | 0.11% | -12.9% |
T | Buy | AT&T INC | $157,365 | +7.5% | 10,477 | +14.2% | 0.11% | +10.3% |
IXUS | Buy | ISHARES TRcore msci total | $154,234 | +2.1% | 2,571 | +6.6% | 0.10% | +5.0% |
VOO | Sell | VANGUARD INDEX FDS | $151,975 | -26.0% | 387 | -23.2% | 0.10% | -23.5% |
LOW | Buy | LOWES COS INC | $152,762 | -7.4% | 735 | +0.5% | 0.10% | -4.6% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $150,858 | -4.9% | 2,728 | -2.5% | 0.10% | -1.9% |
VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $151,423 | -5.3% | 3,463 | 0.0% | 0.10% | -2.8% | |
ENB | Buy | ENBRIDGE INC | $149,474 | -8.6% | 4,497 | +2.2% | 0.10% | -5.6% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $148,256 | +301.0% | 1,831 | +301.5% | 0.10% | +320.8% |
HDV | Buy | ISHARES TRcore high dv etf | $148,829 | +3.0% | 1,505 | +5.0% | 0.10% | +6.3% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $148,293 | +0.0% | 2,914 | -0.1% | 0.10% | +3.1% |
Sell | APOLLO GLOBAL MGMT INC | $144,424 | +6.7% | 1,609 | -8.7% | 0.10% | +10.1% | |
SBUX | Sell | STARBUCKS CORP | $142,212 | -26.3% | 1,558 | -20.0% | 0.10% | -23.6% |
SRE | Buy | SEMPRA | $140,550 | -6.7% | 2,066 | +99.6% | 0.10% | -3.0% |
BAND | Buy | BANDWIDTH INC | $141,100 | +10.7% | 12,520 | +34.3% | 0.10% | +14.3% |
IDEV | Buy | ISHARES TRcore msci intl | $139,697 | +3.0% | 2,397 | +8.1% | 0.10% | +5.6% |
WM | Sell | WASTE MGMT INC DEL | $137,958 | -27.3% | 905 | -17.3% | 0.09% | -24.8% |
PSX | Sell | PHILLIPS 66 | $134,808 | -30.1% | 1,122 | -44.5% | 0.09% | -27.6% |
SNPS | Sell | SYNOPSYS INC | $133,101 | +4.7% | 290 | -0.7% | 0.09% | +8.3% |
AIG | Sell | AMERICAN INTL GROUP INC | $133,926 | -5.3% | 2,210 | -10.1% | 0.09% | -2.2% |
IYW | Sell | ISHARES TRu.s. tech etf | $132,094 | -33.1% | 1,259 | -30.6% | 0.09% | -30.8% |
HCA | Sell | HCA HEALTHCARE INC | $128,648 | -28.9% | 523 | -12.2% | 0.09% | -26.1% |
TAIL | Sell | CAMBRIA ETF TRtail risk | $129,400 | -20.6% | 10,000 | -16.7% | 0.09% | -18.5% |
ROP | ROPER TECHNOLOGIES INC | $127,366 | +0.7% | 263 | 0.0% | 0.09% | +4.8% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $125,600 | -3.6% | 3,203 | 0.0% | 0.09% | 0.0% | |
ATO | Buy | ATMOS ENERGY CORP | $126,480 | -8.6% | 1,194 | +0.3% | 0.09% | -5.5% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $126,059 | -9.2% | 1,018 | +4.6% | 0.09% | -6.5% |
QCOM | Buy | QUALCOMM INC | $124,054 | -1.7% | 1,117 | +5.4% | 0.08% | +2.4% |
MET | Sell | METLIFE INC | $123,177 | +1.3% | 1,958 | -9.0% | 0.08% | +5.0% |
EFA | Buy | ISHARES TRmsci eafe etf | $122,870 | -4.2% | 1,783 | +0.8% | 0.08% | -1.2% |
GLW | Sell | CORNING INC | $123,525 | -15.2% | 4,054 | -2.5% | 0.08% | -12.5% |
ZTS | Sell | ZOETIS INCcl a | $123,874 | -16.8% | 712 | -17.7% | 0.08% | -14.3% |
AVB | Sell | AVALONBAY CMNTYS INC | $121,340 | -11.6% | 707 | -2.5% | 0.08% | -8.8% |
TMFC | RBB FD INCmotley fol etf | $121,594 | -3.5% | 3,094 | 0.0% | 0.08% | 0.0% | |
BAC | Sell | BANK AMERICA CORP | $120,390 | -25.2% | 4,397 | -21.6% | 0.08% | -22.6% |
WAT | WATERS CORP | $119,556 | +2.9% | 436 | 0.0% | 0.08% | +5.2% | |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $118,209 | -4.1% | 259 | +0.8% | 0.08% | 0.0% |
SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $118,478 | +0.8% | 1,617 | +5.9% | 0.08% | +3.8% |
EPI | Buy | WISDOMTREE TRindia erngs fd | $117,816 | +7.2% | 3,205 | +1.5% | 0.08% | +9.6% |
NSC | Sell | NORFOLK SOUTHN CORP | $116,189 | -16.5% | 590 | -3.9% | 0.08% | -14.1% |
SCHW | Sell | SCHWAB CHARLES CORP | $113,863 | -4.1% | 2,074 | -1.0% | 0.08% | 0.0% |
USB | Buy | US BANCORP DEL | $114,850 | +208.7% | 3,474 | +208.5% | 0.08% | +212.0% |
RY | ROYAL BK CDA | $111,136 | -8.4% | 1,271 | 0.0% | 0.08% | -5.0% | |
HAL | Sell | HALLIBURTON CO | $111,294 | +3.9% | 2,748 | -15.4% | 0.08% | +7.0% |
IUSG | ISHARES TRcore s&p us gwt | $111,425 | -2.9% | 1,175 | 0.0% | 0.08% | 0.0% | |
RTX | Sell | RTX CORPORATION | $110,114 | -42.3% | 1,530 | -21.5% | 0.08% | -40.5% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $110,471 | -26.6% | 3,150 | -22.4% | 0.08% | -24.2% |
BLK | Sell | BLACKROCK INC | $109,903 | -18.0% | 170 | -12.4% | 0.08% | -15.7% |
CI | Sell | THE CIGNA GROUP | $108,707 | -5.7% | 380 | -7.5% | 0.07% | -2.6% |
SHW | Sell | SHERWIN WILLIAMS CO | $109,161 | -22.0% | 428 | -18.8% | 0.07% | -19.6% |
CRM | Sell | SALESFORCE INC | $105,648 | -34.1% | 521 | -31.4% | 0.07% | -32.1% |
DGRO | Buy | ISHARES TRcore div grwth | $102,329 | +107.3% | 2,066 | +115.7% | 0.07% | +112.1% |
IEUR | New | ISHARES TRcore msci euro | $100,214 | – | 2,018 | +100.0% | 0.07% | – |
SOXX | ISHARES TRishares semicdtr | $96,151 | -6.6% | 203 | 0.0% | 0.07% | -2.9% | |
SPGI | Sell | S&P GLOBAL INC | $96,468 | -32.0% | 264 | -25.4% | 0.07% | -29.8% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $94,717 | -2.3% | 678 | +0.9% | 0.06% | +1.6% |
IBB | ISHARES TRishares biotech | $95,141 | -3.7% | 778 | 0.0% | 0.06% | 0.0% | |
GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $94,334 | -3.5% | 1,120 | 0.0% | 0.06% | -1.5% | |
GDV | GABELLI DIVID & INCOME TR | $94,673 | -8.0% | 4,870 | 0.0% | 0.06% | -5.9% | |
SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $93,977 | – | 1,030 | +100.0% | 0.06% | – |
PH | Sell | PARKER-HANNIFIN CORP | $93,874 | -11.5% | 241 | -11.4% | 0.06% | -8.6% |
VDC | VANGUARD WORLD FDSconsum stp etf | $92,796 | -6.1% | 508 | 0.0% | 0.06% | -3.1% | |
PANW | Sell | PALO ALTO NETWORKS INC | $92,838 | -10.9% | 396 | -2.9% | 0.06% | -8.7% |
FB | Sell | META PLATFORMS INCcl a | $90,363 | -26.8% | 301 | -30.0% | 0.06% | -23.5% |
PFXF | New | VANECK ETF TRUSTpreferred securt | $90,774 | – | 5,400 | +100.0% | 0.06% | – |
REMX | VANECK ETF TRUSTrare earth/strtg | $88,418 | -20.2% | 1,333 | 0.0% | 0.06% | -17.8% | |
AMAT | Buy | APPLIED MATLS INC | $88,193 | +5.6% | 637 | +10.2% | 0.06% | +9.1% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $86,266 | -34.5% | 839 | -27.4% | 0.06% | -32.2% |
TRV | Buy | TRAVELERS COMPANIES INC | $87,208 | -2.5% | 534 | +3.7% | 0.06% | 0.0% |
D | Buy | DOMINION ENERGY INC | $87,151 | -8.6% | 1,951 | +6.0% | 0.06% | -6.3% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $86,264 | -61.9% | 2,601 | -61.3% | 0.06% | -60.7% |
FIVG | ETF SER SOLUTIONSdefiance next | $85,014 | -7.2% | 2,720 | 0.0% | 0.06% | -3.3% | |
IWM | Sell | ISHARES TRrussell 2000 etf | $84,835 | -6.2% | 480 | -0.6% | 0.06% | -3.3% |
RIO | Sell | RIO TINTO PLCsponsored adr | $84,705 | -2.0% | 1,331 | -1.7% | 0.06% | +1.8% |
TRGP | TARGA RES CORP | $85,720 | +12.6% | 1,000 | 0.0% | 0.06% | +16.0% | |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $85,178 | +37.6% | 1,133 | +38.5% | 0.06% | +41.5% |
OKE | Buy | ONEOK INC NEW | $85,377 | +324.3% | 1,346 | +312.9% | 0.06% | +346.2% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $83,549 | +4.0% | 1,012 | +8.9% | 0.06% | +7.5% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $82,096 | +40.0% | 627 | +47.9% | 0.06% | +43.6% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $81,797 | -3.8% | 90 | +1.1% | 0.06% | 0.0% |
INTU | Sell | INTUIT | $82,261 | +3.2% | 161 | -7.5% | 0.06% | +5.7% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $82,067 | +6.5% | 236 | +7.8% | 0.06% | +9.8% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $81,427 | +268.3% | 1,841 | +284.3% | 0.06% | +266.7% |
PSA | Buy | PUBLIC STORAGE | $81,164 | +3.4% | 308 | +14.5% | 0.06% | +5.8% |
BKNG | Sell | BOOKING HOLDINGS INC | $80,183 | -46.0% | 26 | -52.7% | 0.06% | -43.9% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $79,193 | -5.4% | 338 | -5.3% | 0.05% | -1.8% |
VMC | Sell | VULCAN MATLS CO | $79,394 | -16.7% | 393 | -7.1% | 0.05% | -14.3% |
DOW | Buy | DOW INC | $78,268 | +150.8% | 1,518 | +159.0% | 0.05% | +152.4% |
BA | Sell | BOEING CO | $78,205 | -10.1% | 408 | -1.0% | 0.05% | -7.0% |
DES | Buy | WISDOMTREE TRus smallcap divd | $76,094 | -0.9% | 2,698 | +1.1% | 0.05% | +2.0% |
ROK | Buy | ROCKWELL AUTOMATION INC | $76,327 | -12.2% | 267 | +1.1% | 0.05% | -8.8% |
KMB | Buy | KIMBERLY-CLARK CORP | $76,498 | -11.6% | 633 | +1.0% | 0.05% | -8.8% |
AR | ANTERO RESOURCES CORP | $76,140 | +10.2% | 3,000 | 0.0% | 0.05% | +13.0% | |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $75,260 | +80.0% | 53,000 | +186.5% | 0.05% | +82.1% |
New | CANADIAN PACIFIC KANSAS CITY | $74,410 | – | 1,000 | +100.0% | 0.05% | – | |
CRL | New | CHARLES RIV LABS INTL INC | $75,452 | – | 385 | +100.0% | 0.05% | – |
AFL | Sell | AFLAC INC | $73,527 | +3.3% | 958 | -6.1% | 0.05% | +6.4% |
IGM | Buy | ISHARES TRexpnd tec sc etf | $73,761 | +0.4% | 193 | +3.2% | 0.05% | +2.0% |
F | Sell | FORD MTR CO DEL | $72,632 | -20.7% | 5,848 | -3.3% | 0.05% | -18.3% |
NOW | Sell | SERVICENOW INC | $72,106 | -1.3% | 129 | -0.8% | 0.05% | +2.1% |
BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $72,027 | -4.8% | 3,614 | +8.7% | 0.05% | -2.0% |
AEM | AGNICO EAGLE MINES LTD | $72,129 | -9.1% | 1,587 | 0.0% | 0.05% | -5.8% | |
HIG | HARTFORD FINL SVCS GROUP INC | $69,988 | -1.5% | 987 | 0.0% | 0.05% | +2.1% | |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $70,339 | -0.7% | 310 | +3.0% | 0.05% | +2.1% |
Buy | GSK PLCsponsored adr | $70,108 | +10.0% | 1,934 | +8.2% | 0.05% | +14.3% | |
DEO | Buy | DIAGEO PLCspon adr new | $70,562 | -13.8% | 473 | +0.2% | 0.05% | -11.1% |
IQV | Sell | IQVIA HLDGS INC | $68,863 | -17.2% | 350 | -5.4% | 0.05% | -14.5% |
GIS | Sell | GENERAL MLS INC | $69,685 | -22.7% | 1,089 | -7.3% | 0.05% | -21.7% |
ACLS | AXCELIS TECHNOLOGIES INC | $68,481 | -11.1% | 420 | 0.0% | 0.05% | -7.8% | |
MOO | Sell | VANECK ETF TRUSTagribusiness etf | $67,525 | -6.3% | 858 | -2.7% | 0.05% | -4.2% |
QDF | Sell | FLEXSHARES TRqualt divd idx | $67,021 | -14.2% | 1,202 | -11.0% | 0.05% | -11.5% |
SYK | Sell | STRYKER CORPORATION | $67,224 | -17.2% | 246 | -7.5% | 0.05% | -14.8% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $66,348 | +87.2% | 900 | +90.7% | 0.04% | +95.7% |
Buy | GENERAL ELECTRIC CO | $64,672 | +78.4% | 585 | +77.3% | 0.04% | +83.3% | |
PPG | Sell | PPG INDS INC | $64,640 | -31.8% | 498 | -22.1% | 0.04% | -30.2% |
ACWV | New | ISHARES INCmsci gbl min vol | $62,596 | – | 656 | +100.0% | 0.04% | – |
SAP | Sell | SAP SEspon adr | $62,979 | -14.1% | 487 | -9.1% | 0.04% | -10.4% |
AON | Sell | AON PLC | $62,250 | -49.6% | 192 | -46.4% | 0.04% | -48.8% |
IJJ | ISHARES TRs&p mc 400vl etf | $61,466 | -5.8% | 609 | 0.0% | 0.04% | -2.3% | |
IGV | ISHARES TRexpanded tech | $61,768 | -1.3% | 181 | 0.0% | 0.04% | +2.4% | |
ADI | Sell | ANALOG DEVICES INC | $62,157 | -12.3% | 355 | -2.5% | 0.04% | -10.6% |
OMC | Buy | OMNICOM GROUP INC | $60,999 | -17.1% | 819 | +6.0% | 0.04% | -14.3% |
SCHQ | New | SCHWAB STRATEGIC TRlong term us | $60,255 | – | 1,902 | +100.0% | 0.04% | – |
TX | TERNIUM SAsponsored ads | $59,850 | +0.6% | 1,500 | 0.0% | 0.04% | +5.1% | |
EIX | Sell | EDISON INTL | $60,885 | -11.1% | 962 | -2.4% | 0.04% | -8.9% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $59,822 | -8.6% | 1,444 | -3.3% | 0.04% | -4.7% |
SCHK | SCHWAB STRATEGIC TR1000 index etf | $60,298 | -3.5% | 1,460 | 0.0% | 0.04% | 0.0% | |
ALB | Buy | ALBEMARLE CORP | $59,174 | +162.6% | 348 | +244.6% | 0.04% | +166.7% |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $58,941 | -3.9% | 555 | 0.0% | 0.04% | 0.0% | |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $58,094 | -10.1% | 1,120 | -5.6% | 0.04% | -7.0% |
CL | Sell | COLGATE PALMOLIVE CO | $56,959 | -50.6% | 801 | -46.5% | 0.04% | -48.7% |
FANG | Sell | DIAMONDBACK ENERGY INC | $57,770 | -37.8% | 373 | -47.2% | 0.04% | -36.1% |
MGV | Sell | VANGUARD WORLD FDmega cap val etf | $55,162 | -5.9% | 544 | -3.7% | 0.04% | -2.6% |
IYH | ISHARES TRus hlthcare etf | $54,014 | -3.6% | 200 | 0.0% | 0.04% | 0.0% | |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $53,605 | -13.1% | 327 | -7.9% | 0.04% | -9.8% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $53,595 | -9.4% | 382 | -13.6% | 0.04% | -5.1% |
ITA | Sell | ISHARES TRus aer def etf | $54,045 | -34.8% | 510 | -28.2% | 0.04% | -32.7% |
VB | VANGUARD INDEX FDSsmall cp etf | $54,158 | -4.9% | 286 | 0.0% | 0.04% | -2.6% | |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $54,926 | +5.1% | 580 | +1.9% | 0.04% | +5.7% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $52,158 | +100.8% | 324 | +111.8% | 0.04% | +111.8% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $52,186 | -3.3% | 1,375 | +0.7% | 0.04% | 0.0% |
PNC | Buy | PNC FINL SVCS GROUP INC | $52,423 | +8.4% | 427 | +11.2% | 0.04% | +12.5% |
KHC | Sell | KRAFT HEINZ CO | $52,512 | -16.3% | 1,561 | -11.7% | 0.04% | -12.2% |
VRIG | New | INVESCO ACTIVELY MANAGED ETFvar rate invt | $53,157 | – | 2,131 | +100.0% | 0.04% | – |
VEEV | Buy | VEEVA SYS INC | $52,897 | +63.1% | 260 | +58.5% | 0.04% | +71.4% |
GOVT | Sell | ISHARES TRus treas bd etf | $52,654 | -84.7% | 2,389 | -84.1% | 0.04% | -84.2% |
PAYX | Buy | PAYCHEX INC | $52,244 | +8.9% | 453 | +5.6% | 0.04% | +12.5% |
MMM | Sell | 3M CO | $53,176 | -20.8% | 568 | -15.4% | 0.04% | -18.2% |
SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $51,990 | – | 1,232 | +100.0% | 0.04% | – |
VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $51,230 | -8.9% | 766 | -5.1% | 0.04% | -5.4% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $51,450 | -26.6% | 684 | -17.8% | 0.04% | -23.9% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $51,296 | -28.0% | 1,106 | -27.6% | 0.04% | -25.5% |
MGC | Sell | VANGUARD WORLD FDmega cap index | $51,940 | -8.3% | 342 | -5.5% | 0.04% | -5.4% |
EMR | Buy | EMERSON ELEC CO | $50,506 | +44.0% | 523 | +34.8% | 0.03% | +47.8% |
ALL | Sell | ALLSTATE CORP | $50,469 | -12.8% | 453 | -14.7% | 0.03% | -10.5% |
BCE | BCE INC | $49,736 | -16.3% | 1,303 | 0.0% | 0.03% | -12.8% | |
DTD | WISDOMTREE TRus total dividnd | $47,895 | -3.1% | 796 | 0.0% | 0.03% | 0.0% | |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $48,081 | -21.4% | 710 | -17.0% | 0.03% | -17.5% |
BUG | GLOBAL X FDScybrscurty etf | $48,580 | +0.1% | 2,000 | 0.0% | 0.03% | +3.1% | |
NVO | Sell | NOVO-NORDISK A Sadr | $49,108 | -57.4% | 540 | -24.3% | 0.03% | -56.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $48,116 | -40.8% | 200 | -45.9% | 0.03% | -38.9% |
DGS | Buy | WISDOMTREE TRemg mkts smcap | $49,174 | +2.1% | 1,063 | +2.6% | 0.03% | +3.1% |
SO | Buy | SOUTHERN CO | $46,275 | -7.7% | 715 | +0.1% | 0.03% | -3.0% |
LVHD | LEGG MASON ETF INVTfranklin us low | $47,432 | -7.6% | 1,400 | 0.0% | 0.03% | -5.9% | |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $46,869 | -39.8% | 426 | -38.1% | 0.03% | -37.3% |
CINF | CINCINNATI FINL CORP | $45,519 | +5.1% | 445 | 0.0% | 0.03% | +6.9% | |
NUE | Sell | NUCOR CORP | $45,185 | -29.2% | 289 | -25.7% | 0.03% | -26.2% |
MSCI | Sell | MSCI INC | $45,151 | -8.4% | 88 | -16.2% | 0.03% | -6.1% |
MU | Sell | MICRON TECHNOLOGY INC | $43,811 | -29.0% | 644 | -34.2% | 0.03% | -26.8% |
FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $43,726 | – | 1,004 | +100.0% | 0.03% | – |
AI | Buy | C3 AI INCcl a | $43,486 | +8.1% | 1,704 | +54.3% | 0.03% | +11.1% |
SH | New | PROSHARES TRshort s&p 500 ne | $43,410 | – | 3,000 | +100.0% | 0.03% | – |
IGSB | Buy | ISHARES TR | $43,551 | +5.1% | 874 | +5.8% | 0.03% | +11.1% |
VTR | VENTAS INC | $44,026 | -10.9% | 1,045 | 0.0% | 0.03% | -9.1% | |
SYF | Sell | SYNCHRONY FINANCIAL | $43,807 | -10.6% | 1,433 | -0.8% | 0.03% | -6.2% |
DD | Sell | DUPONT DE NEMOURS INC | $44,381 | -20.5% | 595 | -23.8% | 0.03% | -18.9% |
ARCC | ARES CAPITAL CORP | $42,250 | +3.6% | 2,170 | 0.0% | 0.03% | +7.4% | |
URI | UNITED RENTALS INC | $42,679 | -0.2% | 96 | 0.0% | 0.03% | +3.6% | |
NEAR | ISHARES U S ETF TRblackrock st mat | $42,556 | +0.3% | 853 | 0.0% | 0.03% | +3.6% | |
SHV | Sell | ISHARES TRshort treas bd | $41,868 | -52.0% | 379 | -52.0% | 0.03% | -50.0% |
IWS | Buy | ISHARES TRrus mdcp val etf | $41,945 | +85.4% | 402 | +95.1% | 0.03% | +93.3% |
DBA | New | INVESCO DB MULTI-SECTOR COMMagriculture fd | $42,820 | – | 2,000 | +100.0% | 0.03% | – |
ETR | Sell | ENTERGY CORP NEW | $41,903 | -21.9% | 453 | -17.8% | 0.03% | -17.1% |
IUSV | ISHARES TRcore s&p us vlu | $41,190 | -4.7% | 552 | 0.0% | 0.03% | -3.4% | |
IYC | ISHARES TRus consum discre | $40,505 | -5.9% | 605 | 0.0% | 0.03% | 0.0% | |
FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $40,630 | -6.6% | 491 | 0.0% | 0.03% | -3.4% | |
PGR | Buy | PROGRESSIVE CORP | $39,283 | +9.5% | 282 | +4.1% | 0.03% | +12.5% |
IP | Sell | INTERNATIONAL PAPER CO | $39,407 | +4.0% | 1,111 | -6.7% | 0.03% | +8.0% |
DOL | Buy | WISDOMTREE TRintl lrgcap dv | $39,068 | -0.7% | 856 | +2.6% | 0.03% | +3.8% |
ISRG | Sell | INTUITIVE SURGICAL INC | $39,167 | -20.5% | 134 | -6.9% | 0.03% | -18.2% |
HL | HECLA MNG CO | $39,100 | -24.1% | 10,000 | 0.0% | 0.03% | -20.6% | |
IAI | ISHARES TRus br del se etf | $37,504 | +0.3% | 412 | 0.0% | 0.03% | +4.0% | |
IAU | ISHARES GOLD TRishares new | $38,454 | -3.8% | 1,099 | 0.0% | 0.03% | 0.0% | |
IGIB | Buy | ISHARES TR | $38,871 | +5.4% | 799 | +9.6% | 0.03% | +8.3% |
TSCO | Buy | TRACTOR SUPPLY CO | $38,376 | -5.2% | 189 | +3.3% | 0.03% | -3.7% |
HP | HELMERICH & PAYNE INC | $37,944 | +18.9% | 900 | 0.0% | 0.03% | +23.8% | |
CFG | New | CITIZENS FINL GROUP INC | $37,064 | – | 1,383 | +100.0% | 0.02% | – |
RPM | RPM INTL INC | $37,261 | +5.7% | 393 | 0.0% | 0.02% | +8.7% | |
KRBN | KRANESHARES TRglobal carb stra | $36,130 | -4.7% | 1,000 | 0.0% | 0.02% | 0.0% | |
RYE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $36,902 | – | 481 | +100.0% | 0.02% | – |
EL | Sell | LAUDER ESTEE COS INCcl a | $36,427 | -41.9% | 252 | -21.0% | 0.02% | -39.0% |
ES | Buy | EVERSOURCE ENERGY | $36,460 | +11.3% | 627 | +35.7% | 0.02% | +13.6% |
SDY | SPDR SER TRs&p divid etf | $37,148 | -6.2% | 323 | 0.0% | 0.02% | -3.8% | |
BKH | Sell | BLACK HILLS CORP | $37,285 | -18.8% | 737 | -3.3% | 0.02% | -16.7% |
COF | Sell | CAPITAL ONE FINL CORP | $36,879 | -17.6% | 380 | -7.1% | 0.02% | -16.7% |
MASTERBRAND INC | $36,450 | +4.5% | 3,000 | 0.0% | 0.02% | +8.7% | ||
SIRI | SIRIUS XM HOLDINGS INC | $34,578 | -0.2% | 7,650 | 0.0% | 0.02% | +4.3% | |
CHK | Sell | CHESAPEAKE ENERGY CORP | $34,751 | -7.1% | 403 | -9.8% | 0.02% | -4.0% |
GSIE | GOLDMAN SACHS ETF TRactivebeta int | $35,382 | -4.2% | 1,178 | 0.0% | 0.02% | 0.0% | |
DLTR | Sell | DOLLAR TREE INC | $35,661 | -28.8% | 335 | -4.0% | 0.02% | -27.3% |
MELI | Sell | MERCADOLIBRE INC | $35,501 | -25.1% | 28 | -30.0% | 0.02% | -22.6% |
BAX | Sell | BAXTER INTL INC | $34,985 | -34.5% | 927 | -20.9% | 0.02% | -31.4% |
IHI | ISHARES TRu.s. med dvc etf | $35,114 | -14.1% | 724 | 0.0% | 0.02% | -11.1% | |
WSBC | Buy | WESBANCO INC | $35,482 | +2.4% | 1,453 | +7.4% | 0.02% | +4.3% |
EQT | Sell | EQT CORP | $35,670 | -15.0% | 879 | -13.8% | 0.02% | -14.3% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $34,586 | -45.2% | 398 | -36.3% | 0.02% | -42.9% |
FE | Sell | FIRSTENERGY CORP | $34,727 | -21.7% | 1,016 | -10.9% | 0.02% | -17.2% |
FAST | Sell | FASTENAL CO | $34,806 | -8.5% | 637 | -1.2% | 0.02% | -4.0% |
IPG | Sell | INTERPUBLIC GROUP COS INC | $34,041 | -26.8% | 1,188 | -1.4% | 0.02% | -25.8% |
JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $33,119 | – | 660 | +100.0% | 0.02% | – |
OXY | OCCIDENTAL PETE CORP | $33,283 | +10.3% | 513 | 0.0% | 0.02% | +15.0% | |
LIT | Sell | GLOBAL X FDSlithium btry etf | $33,102 | -21.7% | 600 | -7.7% | 0.02% | -17.9% |
GAB | GABELLI EQUITY TR INC | $33,807 | -11.6% | 6,590 | 0.0% | 0.02% | -8.0% | |
PAVE | GLOBAL X FDSus infr dev etf | $31,990 | -3.3% | 1,053 | 0.0% | 0.02% | 0.0% | |
MRVL | Sell | MARVELL TECHNOLOGY INC | $31,666 | -13.9% | 585 | -4.9% | 0.02% | -8.3% |
NNN | Buy | NNN REIT INC | $32,831 | -14.2% | 929 | +3.9% | 0.02% | -12.0% |
IEI | New | ISHARES TR3 7 yr treas bd | $31,685 | – | 280 | +100.0% | 0.02% | – |
CWB | Buy | SPDR SER TRbbg conv sec etf | $32,612 | +5.7% | 481 | +9.1% | 0.02% | +10.0% |
ITW | ILLINOIS TOOL WKS INC | $32,013 | -7.9% | 139 | 0.0% | 0.02% | -4.3% | |
SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $31,889 | – | 679 | +100.0% | 0.02% | – |
FITB | Sell | FIFTH THIRD BANCORP | $32,042 | -44.3% | 1,265 | -42.3% | 0.02% | -42.1% |
IQDG | WISDOMTREE TRintl qulty div | $32,020 | -6.9% | 1,000 | 0.0% | 0.02% | -4.3% | |
SJM | Buy | SMUCKER J M CO | $30,482 | -15.4% | 248 | +1.6% | 0.02% | -12.5% |
CAT | Sell | CATERPILLAR INC | $30,303 | +0.1% | 111 | -9.8% | 0.02% | +5.0% |
SON | Buy | SONOCO PRODS CO | $30,436 | -3.6% | 560 | +4.7% | 0.02% | 0.0% |
LEMB | New | ISHARES INCjp morgan em etf | $30,546 | – | 877 | +100.0% | 0.02% | – |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $31,446 | -12.9% | 457 | -6.2% | 0.02% | -12.5% |
XLI | Buy | SELECT SECTOR SPDR TRindl | $30,110 | +36.0% | 297 | +44.2% | 0.02% | +40.0% |
GOLD | BARRICK GOLD CORP | $30,351 | -14.1% | 2,086 | 0.0% | 0.02% | -8.7% | |
IHDG | New | WISDOMTREE TRitl hdg qtly div | $31,031 | – | 801 | +100.0% | 0.02% | – |
SNOW | New | SNOWFLAKE INCcl a | $29,485 | – | 193 | +100.0% | 0.02% | – |
ADSK | Sell | AUTODESK INC | $29,588 | -12.9% | 143 | -13.9% | 0.02% | -9.1% |
ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $28,640 | -70.5% | 70 | -73.4% | 0.02% | -68.8% |
HON | Sell | HONEYWELL INTL INC | $29,004 | -11.5% | 157 | -0.6% | 0.02% | -9.1% |
MMC | Sell | MARSH & MCLENNAN COS INC | $29,687 | -53.2% | 156 | -53.7% | 0.02% | -52.4% |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $29,670 | -36.1% | 438 | -38.4% | 0.02% | -35.5% |
UDN | New | INVESCO DB US DLR INDEX TRbearish fd | $29,392 | – | 1,600 | +100.0% | 0.02% | – |
NKE | Sell | NIKE INCcl b | $29,164 | -65.2% | 305 | -59.8% | 0.02% | -63.6% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $30,046 | -29.2% | 1,351 | -9.3% | 0.02% | -28.6% |
PLD | Buy | PROLOGIS INC. | $29,623 | +24.5% | 264 | +36.1% | 0.02% | +25.0% |
GM | Sell | GENERAL MTRS CO | $29,706 | -34.0% | 901 | -22.9% | 0.02% | -33.3% |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $28,403 | -14.0% | 564 | 0.0% | 0.02% | -13.6% | |
CTVA | Sell | CORTEVA INC | $28,036 | -36.9% | 548 | -29.4% | 0.02% | -34.5% |
XLC | Sell | SELECT SECTOR SPDR TR | $27,998 | -7.9% | 427 | -8.6% | 0.02% | -5.0% |
ABNB | Buy | AIRBNB INC | $27,579 | +9.2% | 201 | +2.0% | 0.02% | +11.8% |
BLDR | Sell | BUILDERS FIRSTSOURCE INC | $27,761 | -23.8% | 223 | -16.8% | 0.02% | -20.8% |
DY | DYCOM INDS INC | $28,035 | -21.7% | 315 | 0.0% | 0.02% | -20.8% | |
UL | Sell | UNILEVER PLCspon adr new | $27,269 | -18.5% | 552 | -14.0% | 0.02% | -13.6% |
WPC | WP CAREY INC | $27,527 | -20.0% | 509 | 0.0% | 0.02% | -17.4% | |
ET | ENERGY TRANSFER L P | $28,060 | +10.5% | 2,000 | 0.0% | 0.02% | +11.8% | |
HUBS | Sell | HUBSPOT INC | $27,088 | -9.1% | 55 | -1.8% | 0.02% | -10.0% |
KMI | Buy | KINDER MORGAN INC DEL | $26,379 | +18.5% | 1,591 | +23.0% | 0.02% | +20.0% |
SNY | Sell | SANOFIsponsored adr | $26,820 | -22.6% | 500 | -22.2% | 0.02% | -21.7% |
MYRG | MYR GROUP INC DEL | $26,952 | -2.6% | 200 | 0.0% | 0.02% | 0.0% | |
UBS | UBS GROUP AG | $25,710 | +21.6% | 1,043 | 0.0% | 0.02% | +28.6% | |
VV | New | VANGUARD INDEX FDSlarge cap etf | $27,005 | – | 138 | +100.0% | 0.02% | – |
LRCX | Sell | LAM RESEARCH CORP | $26,324 | -9.0% | 42 | -6.7% | 0.02% | -5.3% |
GPC | Sell | GENUINE PARTS CO | $26,710 | -16.0% | 185 | -1.6% | 0.02% | -14.3% |
XEL | Buy | XCEL ENERGY INC | $26,321 | -3.8% | 460 | +4.5% | 0.02% | 0.0% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $25,770 | -31.4% | 148 | -22.9% | 0.02% | -28.0% |
KR | Sell | KROGER CO | $24,792 | -15.6% | 554 | -11.4% | 0.02% | -10.5% |
Sell | RIVIAN AUTOMOTIVE INC | $25,009 | -4.4% | 1,030 | -34.4% | 0.02% | 0.0% | |
ICSH | ISHARES TRblackrock ultra | $25,190 | +0.2% | 500 | 0.0% | 0.02% | 0.0% | |
PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $25,372 | +0.6% | 282 | 0.0% | 0.02% | 0.0% | |
SLB | Sell | SCHLUMBERGER LTD | $25,069 | -18.2% | 430 | -31.1% | 0.02% | -15.0% |
OHI | OMEGA HEALTHCARE INVS INC | $24,373 | +8.1% | 735 | 0.0% | 0.02% | +13.3% | |
DGRW | New | WISDOMTREE TRus qtly div grt | $25,490 | – | 401 | +100.0% | 0.02% | – |
UNM | Sell | UNUM GROUP | $25,530 | +2.5% | 519 | -0.6% | 0.02% | +6.2% |
KDP | Buy | KEURIG DR PEPPER INC | $23,741 | +4.7% | 752 | +3.7% | 0.02% | +6.7% |
VO | New | VANGUARD INDEX FDSmid cap etf | $22,906 | – | 110 | +100.0% | 0.02% | – |
AGR | AVANGRID INC | $23,985 | -19.9% | 795 | 0.0% | 0.02% | -20.0% | |
IDXX | Buy | IDEXX LABS INC | $23,175 | -7.7% | 53 | +6.0% | 0.02% | -5.9% |
EEMV | ISHARES INCmsci emerg mrkt | $23,954 | -3.0% | 449 | 0.0% | 0.02% | 0.0% | |
PATH | New | UIPATH INCcl a | $22,859 | – | 1,336 | +100.0% | 0.02% | – |
WFC | Sell | WELLS FARGO CO NEW | $23,740 | -38.6% | 581 | -35.9% | 0.02% | -38.5% |
KLAC | Sell | KLA CORP | $22,016 | -31.2% | 48 | -27.3% | 0.02% | -28.6% |
FTNT | Sell | FORTINET INC | $22,474 | -23.0% | 383 | -0.8% | 0.02% | -21.1% |
VLO | Sell | VALERO ENERGY CORP | $22,674 | -0.4% | 160 | -17.5% | 0.02% | 0.0% |
GNRC | New | GENERAC HLDGS INC | $22,119 | – | 203 | +100.0% | 0.02% | – |
GD | New | GENERAL DYNAMICS CORP | $22,318 | – | 101 | +100.0% | 0.02% | – |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $22,308 | -29.1% | 2,145 | -26.5% | 0.02% | -28.6% |
IAG | IAMGOLD CORP | $21,500 | -18.3% | 10,000 | 0.0% | 0.02% | -11.8% | |
O | Buy | REALTY INCOME CORP | $22,173 | -15.1% | 444 | +1.6% | 0.02% | -11.8% |
BHP | Sell | BHP GROUP LTDsponsored ads | $22,524 | -32.1% | 396 | -28.8% | 0.02% | -31.8% |
OTIS | Sell | OTIS WORLDWIDE CORP | $21,443 | -36.4% | 267 | -29.6% | 0.02% | -31.8% |
Buy | ALPS ETF TRoshares us qualt | $21,683 | -4.2% | 517 | +0.4% | 0.02% | 0.0% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $20,428 | -8.4% | 270 | +1.1% | 0.01% | -6.7% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $20,971 | -3.5% | 225 | +0.4% | 0.01% | 0.0% |
EME | New | EMCOR GROUP INC | $21,039 | – | 100 | +100.0% | 0.01% | – |
CAR | AVIS BUDGET GROUP | $21,024 | -21.4% | 117 | 0.0% | 0.01% | -22.2% | |
WY | WEYERHAEUSER CO MTN BE | $20,971 | -8.5% | 684 | 0.0% | 0.01% | -6.7% | |
NI | Buy | NISOURCE INC | $20,608 | -4.3% | 835 | +6.1% | 0.01% | 0.0% |
AZO | Sell | AUTOZONE INC | $20,320 | -66.0% | 8 | -66.7% | 0.01% | -65.0% |
VXF | VANGUARD INDEX FDSextend mkt etf | $20,353 | -3.7% | 142 | 0.0% | 0.01% | 0.0% | |
LULU | LULULEMON ATHLETICA INC | $21,209 | +1.9% | 55 | 0.0% | 0.01% | 0.0% | |
MRNA | Sell | MODERNA INC | $21,071 | -15.8% | 204 | -1.0% | 0.01% | -17.6% |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $20,150 | – | 11 | +100.0% | 0.01% | – |
OCGN | OCUGEN INC | $4,000 | -26.3% | 10,000 | 0.0% | 0.00% | -25.0% | |
XLY | Exit | SELECT SECTOR SPDR TRput | $0 | – | -800 | -100.0% | 0.00% | – |
V | Buy | VISA INCput | $0 | -100.0% | 1,000 | +66.7% | 0.00% | -100.0% |
SPY | SPDR S&P 500 ETF TRcall | $0 | -100.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
XYL | New | XYLEM INCcall | $0 | – | 500 | +100.0% | 0.00% | – |
SMH | Exit | VANECK ETF TRUSTcall | $0 | – | -600 | -100.0% | -0.00% | – |
IJR | Exit | ISHARES TRput | $0 | – | -3,000 | -100.0% | -0.01% | – |
XLB | Exit | SELECT SECTOR SPDR TRput | $0 | – | -6,000 | -100.0% | -0.01% | – |
AGNC | Exit | AGNC INVT CORP | $0 | – | -2,012 | -100.0% | -0.01% | – |
SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -360 | -100.0% | -0.01% | – |
MAS | Exit | MASCO CORP | $0 | – | -360 | -100.0% | -0.01% | – |
USFD | Exit | US FOODS HLDG CORP | $0 | – | -497 | -100.0% | -0.01% | – |
FTV | Exit | FORTIVE CORP | $0 | – | -286 | -100.0% | -0.01% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -58 | -100.0% | -0.02% | – |
CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -412 | -100.0% | -0.02% | – |
MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -387 | -100.0% | -0.02% | – |
NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -380 | -100.0% | -0.02% | – |
LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -630 | -100.0% | -0.02% | – |
CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -176 | -100.0% | -0.02% | – |
VST | Exit | VISTRA CORP | $0 | – | -867 | -100.0% | -0.02% | – |
AES | Exit | AES CORP | $0 | – | -1,151 | -100.0% | -0.02% | – |
DOV | Exit | DOVER CORP | $0 | – | -159 | -100.0% | -0.02% | – |
EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -250 | -100.0% | -0.02% | – |
MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -44 | -100.0% | -0.02% | – |
EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -202 | -100.0% | -0.02% | – |
VICI | Exit | VICI PPTYS INC | $0 | – | -787 | -100.0% | -0.02% | – |
KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -400 | -100.0% | -0.02% | – |
ICLR | Exit | ICON PLC | $0 | – | -99 | -100.0% | -0.02% | – |
NTAP | Exit | NETAPP INC | $0 | – | -325 | -100.0% | -0.02% | – |
ELY | Exit | TOPGOLF CALLAWAY BRANDS CORP | $0 | – | -1,200 | -100.0% | -0.02% | – |
PDCE | Exit | PDC ENERGY INC | $0 | – | -333 | -100.0% | -0.02% | – |
WHR | Exit | WHIRLPOOL CORP | $0 | – | -171 | -100.0% | -0.02% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -226 | -100.0% | -0.02% | – |
AMP | Exit | AMERIPRISE FINL INC | $0 | – | -77 | -100.0% | -0.02% | – |
ILMN | Exit | ILLUMINA INC | $0 | – | -141 | -100.0% | -0.02% | – |
INSP | Exit | INSPIRE MED SYS INC | $0 | – | -77 | -100.0% | -0.02% | – |
DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -148 | -100.0% | -0.02% | – |
SSO | Exit | PROSHARES TR | $0 | – | -465 | -100.0% | -0.02% | – |
HWM | Exit | HOWMET AEROSPACE INC | $0 | – | -560 | -100.0% | -0.02% | – |
CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -983 | -100.0% | -0.02% | – |
HUM | Exit | HUMANA INC | $0 | – | -64 | -100.0% | -0.02% | – |
FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -518 | -100.0% | -0.02% | – |
TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -525 | -100.0% | -0.02% | – |
AME | Exit | AMETEK INC | $0 | – | -199 | -100.0% | -0.02% | – |
BLL | Exit | BALL CORP | $0 | – | -562 | -100.0% | -0.02% | – |
FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -1,351 | -100.0% | -0.02% | – |
ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -180 | -100.0% | -0.02% | – |
LKQ | Exit | LKQ CORP | $0 | – | -628 | -100.0% | -0.02% | – |
SYY | Exit | SYSCO CORP | $0 | – | -531 | -100.0% | -0.03% | – |
MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -183 | -100.0% | -0.03% | – |
YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -908 | -100.0% | -0.03% | – |
FISV | Exit | FISERV INC | $0 | – | -406 | -100.0% | -0.03% | – |
VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -286 | -100.0% | -0.04% | – |
CP | Exit | CANADIAN PAC RY LTD | $0 | – | -1,182 | -100.0% | -0.06% | – |
TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -874 | -100.0% | -0.06% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -649 | -100.0% | -0.08% | – |
OVB | Exit | LISTED FD TRshares core bd | $0 | – | -5,617 | -100.0% | -0.08% | – |
LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -517 | -100.0% | -0.08% | – |
FLQH | Exit | FRANKLIN TEMPLETON ETF TRintl cor div til | $0 | – | -11,558 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 8 | Q3 2023 | 7.0% |
MICROSOFT CORP | 8 | Q3 2023 | 5.3% |
INVESCO QQQ TR | 8 | Q3 2023 | 10.4% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.8% |
ISHARES TR | 8 | Q3 2023 | 2.8% |
HOME DEPOT INC | 8 | Q3 2023 | 2.2% |
JPMORGAN CHASE & CO | 8 | Q3 2023 | 2.1% |
CHEVRON CORP NEW | 8 | Q3 2023 | 2.0% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.1% |
ALPHABET INC | 8 | Q3 2023 | 1.8% |
View Resurgent Financial Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-14 |
D | 2022-08-30 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-05-16 |
View Resurgent Financial Advisors LLC'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.