$190 Million is the total value of Resurgent Financial Advisors LLC's 627 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 215.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP | $7,033,670 | +3.5% | 29,329 | +0.6% | 3.71% | -18.3% |
AAPL | Sell | APPLE INC | $6,641,782 | -17.2% | 51,118 | -12.0% | 3.50% | -34.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,559,405 | +4.5% | 11,922 | -2.4% | 2.40% | -17.6% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,041,635 | -11.6% | 15,178 | -11.3% | 2.13% | -30.3% |
IVV | Buy | ISHARES TRcore s&p500 etf | $3,848,279 | +37.8% | 10,016 | +28.7% | 2.03% | +8.7% |
HD | Sell | HOME DEPOT INC | $3,353,905 | +13.7% | 10,618 | -0.7% | 1.77% | -10.4% |
JPM | Buy | JPMORGAN CHASE & CO | $3,075,942 | +31.0% | 22,938 | +2.1% | 1.62% | +3.3% |
IWD | Buy | ISHARES TRrus 1000 val etf | $3,059,868 | +66.9% | 20,177 | +49.7% | 1.61% | +31.7% |
CVX | Buy | CHEVRON CORP NEW | $2,964,278 | +28.7% | 16,515 | +3.0% | 1.56% | +1.5% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,790,294 | +28.6% | 9,033 | +11.1% | 1.47% | +1.4% |
JNJ | Sell | JOHNSON & JOHNSON | $2,560,267 | +4.4% | 14,493 | -3.5% | 1.35% | -17.7% |
TPL | TEXAS PACIFIC LAND CORPORATI | $2,135,594 | +31.9% | 911 | 0.0% | 1.13% | +4.1% | |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,045,436 | -11.6% | 23,183 | -4.2% | 1.08% | -30.3% |
QQQ | Sell | INVESCO QQQ TRput | $2,028,548 | -21.1% | 10,900 | -24.3% | 1.07% | -37.8% |
MRK | Buy | MERCK & CO INC | $2,016,295 | +83.3% | 18,173 | +42.3% | 1.06% | +44.6% |
AMZN | Buy | AMAZON COM INC | $1,910,328 | -18.7% | 22,742 | +9.4% | 1.01% | -35.9% |
COP | Buy | CONOCOPHILLIPS | $1,887,410 | +22.6% | 15,995 | +6.3% | 1.00% | -3.4% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,874,912 | +12.6% | 12,347 | +0.2% | 0.99% | -11.2% |
SYBT | STOCK YDS BANCORP INC | $1,775,773 | -4.5% | 27,328 | 0.0% | 0.94% | -24.7% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $1,731,168 | +27.3% | 25,974 | +4.7% | 0.91% | +0.4% |
XOM | Buy | EXXON MOBIL CORP | $1,714,393 | +42.5% | 15,543 | +12.9% | 0.90% | +12.4% |
BAC | Buy | BANK AMERICA CORP | $1,635,437 | +12.1% | 49,379 | +2.2% | 0.86% | -11.6% |
PFE | Sell | PFIZER INC | $1,609,807 | -25.5% | 31,417 | -36.3% | 0.85% | -41.2% |
V | Buy | VISA INC | $1,585,039 | +18.5% | 7,629 | +1.3% | 0.84% | -6.5% |
IVE | Sell | ISHARES TRs&p 500 val etf | $1,583,294 | +12.5% | 10,914 | -0.3% | 0.84% | -11.3% |
WMT | Sell | WALMART INC | $1,579,034 | -3.2% | 11,136 | -11.5% | 0.83% | -23.7% |
NEE | Buy | NEXTERA ENERGY INC | $1,558,889 | +9.5% | 18,647 | +2.7% | 0.82% | -13.7% |
MPC | Sell | MARATHON PETE CORP | $1,532,973 | +16.6% | 13,171 | -0.5% | 0.81% | -8.1% |
ETN | Sell | EATON CORP PLC | $1,519,433 | +16.8% | 9,681 | -0.7% | 0.80% | -7.9% |
PEP | Sell | PEPSICO INC | $1,492,702 | +7.7% | 8,262 | -2.6% | 0.79% | -15.1% |
DLN | Buy | WISDOMTREE TRus largecap divd | $1,493,210 | +13.6% | 24,103 | +1.4% | 0.79% | -10.4% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,404,176 | +2.5% | 24,003 | +1.4% | 0.74% | -19.2% |
CSCO | Buy | CISCO SYS INC | $1,389,944 | +103.5% | 29,176 | +71.1% | 0.73% | +60.4% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,378,998 | +15.1% | 2,601 | +9.7% | 0.73% | -9.2% |
UNP | Sell | UNION PAC CORP | $1,363,970 | +4.5% | 6,587 | -1.6% | 0.72% | -17.5% |
PBT | PERMIAN BASIN RTY TRunit ben int | $1,209,600 | +54.3% | 48,000 | 0.0% | 0.64% | +21.8% | |
DHR | Buy | DANAHER CORPORATION | $1,165,194 | +6.9% | 4,390 | +4.0% | 0.61% | -15.8% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,108,582 | +10.5% | 10,258 | +4.0% | 0.58% | -13.0% |
ABBV | Sell | ABBVIE INC | $1,097,477 | +12.0% | 6,791 | -7.0% | 0.58% | -11.6% |
AMGN | Buy | AMGEN INC | $1,046,620 | +45.6% | 3,985 | +25.0% | 0.55% | +14.8% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $1,028,871 | -49.3% | 21,328 | -49.2% | 0.54% | -60.0% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,024,915 | +99.4% | 6,455 | +80.0% | 0.54% | +57.0% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,018,426 | +33.5% | 13,545 | +31.9% | 0.54% | +5.3% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $1,016,372 | +17.2% | 11,131 | +5.8% | 0.54% | -7.6% |
LMT | Buy | LOCKHEED MARTIN CORP | $984,655 | +31.6% | 2,024 | +4.4% | 0.52% | +3.8% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $961,129 | +27.0% | 8,775 | +27.5% | 0.51% | +0.2% |
CCI | Sell | CROWN CASTLE INC | $952,871 | -27.4% | 7,025 | -22.7% | 0.50% | -42.8% |
PG | Sell | PROCTER AND GAMBLE CO | $933,395 | +20.1% | 6,159 | -0.0% | 0.49% | -5.2% |
DON | Buy | WISDOMTREE TRus midcap divid | $921,265 | +29.0% | 22,393 | +18.2% | 0.49% | +1.9% |
IJR | Sell | ISHARES TRcore s&p scp etf | $886,327 | -2.1% | 9,365 | -9.8% | 0.47% | -22.8% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $859,987 | +15.1% | 13,026 | +2.0% | 0.45% | -9.2% |
VLO | Buy | VALERO ENERGY CORP | $846,537 | +23.2% | 6,673 | +3.8% | 0.45% | -2.8% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $796,370 | -30.0% | 23,286 | -37.9% | 0.42% | -44.8% |
APD | Sell | AIR PRODS & CHEMS INC | $795,311 | +28.3% | 2,580 | -3.2% | 0.42% | +1.2% |
PWR | Buy | QUANTA SVCS INC | $780,045 | +33.8% | 5,474 | +19.7% | 0.41% | +5.4% |
CB | Sell | CHUBB LIMITED | $776,512 | +18.4% | 3,520 | -2.5% | 0.41% | -6.8% |
DIS | Sell | DISNEY WALT CO | $772,885 | -19.1% | 8,896 | -12.1% | 0.41% | -36.2% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $731,270 | +5.1% | 3,062 | -0.6% | 0.39% | -17.0% |
MSI | Sell | MOTOROLA SOLUTIONS INC | $721,330 | +15.0% | 2,799 | -0.0% | 0.38% | -9.3% |
COST | Buy | COSTCO WHSL CORP NEW | $721,270 | +1.7% | 1,580 | +5.2% | 0.38% | -19.8% |
TXN | Buy | TEXAS INSTRS INC | $708,794 | +13.0% | 4,290 | +5.9% | 0.37% | -10.7% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $703,068 | +52.8% | 5,175 | +36.4% | 0.37% | +20.5% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $699,669 | +53.4% | 4,953 | +38.2% | 0.37% | +21.0% |
WTRG | Sell | ESSENTIAL UTILS INC | $694,137 | +14.7% | 14,543 | -0.6% | 0.37% | -9.4% |
MO | Buy | ALTRIA GROUP INC | $686,427 | +15.0% | 15,017 | +1.6% | 0.36% | -9.3% |
MS | Buy | MORGAN STANLEY | $673,784 | +11.7% | 7,925 | +3.9% | 0.36% | -11.9% |
DUK | Buy | DUKE ENERGY CORP NEW | $665,418 | +102.9% | 6,461 | +83.1% | 0.35% | +60.3% |
PNC | Buy | PNC FINL SVCS GROUP INC | $651,345 | +49.4% | 4,124 | +41.5% | 0.34% | +17.9% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $640,603 | +19.1% | 5,920 | +4.4% | 0.34% | -6.1% |
HIW | HIGHWOODS PPTYS INC | $640,203 | +3.8% | 22,881 | 0.0% | 0.34% | -18.2% | |
VZ | Sell | VERIZON COMMUNICATIONS INC | $636,074 | -0.5% | 16,144 | -4.0% | 0.34% | -21.5% |
DE | Sell | DEERE & CO | $633,095 | +0.5% | 1,477 | -21.7% | 0.33% | -20.7% |
SPY | Sell | SPDR S&P 500 ETF TRput | $618,774 | -31.0% | 5,800 | -10.8% | 0.33% | -45.7% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $615,804 | +21.2% | 8,559 | +19.7% | 0.32% | -4.4% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $597,052 | +27.0% | 1,717 | +3.8% | 0.32% | +0.3% |
T | Buy | AT&T INC | $596,245 | +110.7% | 32,387 | +75.7% | 0.31% | +66.1% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $595,001 | +172.9% | 9,167 | +151.8% | 0.31% | +115.1% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $593,430 | -0.1% | 6,998 | -6.3% | 0.31% | -21.2% |
MCD | Buy | MCDONALDS CORP | $591,230 | +27.1% | 2,244 | +11.4% | 0.31% | +0.3% |
AGG | Buy | ISHARES TRcore us aggbd et | $573,851 | +3.4% | 5,917 | +2.8% | 0.30% | -18.3% |
FCX | New | FREEPORT-MCMORAN INCcl b | $566,048 | – | 14,896 | +100.0% | 0.30% | – |
CMCSA | Buy | COMCAST CORP NEWcl a | $560,709 | +32.2% | 16,034 | +10.9% | 0.30% | +4.6% |
IUSB | Sell | ISHARES TRcore total usd | $540,733 | -10.8% | 12,035 | -11.6% | 0.28% | -29.6% |
CME | Sell | CME GROUP INC | $537,439 | -12.2% | 3,196 | -7.5% | 0.28% | -30.8% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $526,285 | -9.6% | 17,726 | -21.4% | 0.28% | -28.8% |
AVGO | Sell | BROADCOM INC | $521,669 | +2.5% | 933 | -18.7% | 0.28% | -19.1% |
TFC | Buy | TRUIST FINL CORP | $513,348 | +54.2% | 11,930 | +56.1% | 0.27% | +21.5% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $508,319 | -32.8% | 2,659 | -36.8% | 0.27% | -46.9% |
BACPRL | Buy | BK OF AMERICA CORP7.25%cnv pfd l | $508,080 | +23.6% | 438 | +25.1% | 0.27% | -2.5% |
EQIX | Buy | EQUINIX INC | $503,063 | +29.0% | 768 | +12.0% | 0.26% | +1.5% |
RSG | Buy | REPUBLIC SVCS INC | $496,612 | -0.9% | 3,850 | +4.6% | 0.26% | -21.8% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $495,037 | -4.4% | 6,635 | +5.9% | 0.26% | -24.6% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $494,501 | -25.4% | 15,003 | -29.7% | 0.26% | -41.1% |
NVDA | Sell | NVIDIA CORPORATION | $493,784 | +6.6% | 3,379 | -11.4% | 0.26% | -16.1% |
REGN | Sell | REGENERON PHARMACEUTICALS | $479,791 | -24.6% | 665 | -28.0% | 0.25% | -40.5% |
CVS | Sell | CVS HEALTH CORP | $475,936 | -55.7% | 5,107 | -54.6% | 0.25% | -65.0% |
SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $474,158 | +38.2% | 2,336 | +25.7% | 0.25% | +9.2% |
ESGU | Sell | ISHARES TResg awr msci usa | $466,379 | -9.8% | 5,503 | -15.5% | 0.25% | -28.9% |
EOG | New | EOG RES INC | $460,314 | – | 3,554 | +100.0% | 0.24% | – |
XBI | Sell | SPDR SER TRs&p biotech | $444,754 | +2.0% | 5,358 | -2.7% | 0.23% | -19.6% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $433,627 | +6.0% | 1,793 | -3.8% | 0.23% | -16.1% |
DG | Sell | DOLLAR GEN CORP NEW | $429,325 | -0.8% | 1,743 | -3.3% | 0.23% | -21.8% |
IEX | New | IDEX CORP | $419,899 | – | 1,839 | +100.0% | 0.22% | – |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $419,603 | +20.6% | 5,633 | +11.1% | 0.22% | -5.2% |
HDV | Sell | ISHARES TRcore high dv etf | $409,976 | +7.3% | 3,933 | -6.2% | 0.22% | -15.3% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $410,543 | +23.7% | 4,068 | +0.2% | 0.22% | -2.7% |
BDX | Buy | BECTON DICKINSON & CO | $401,031 | +91.0% | 1,577 | +67.6% | 0.21% | +50.7% |
BX | Buy | BLACKSTONE INC | $400,800 | +44.2% | 5,402 | +62.8% | 0.21% | +13.4% |
CAT | Buy | CATERPILLAR INC | $397,550 | +47.2% | 1,660 | +0.7% | 0.21% | +16.7% |
VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $396,945 | -20.6% | 17,729 | -22.3% | 0.21% | -37.4% |
CELH | Buy | CELSIUS HLDGS INC | $393,687 | +16.1% | 3,784 | +1.1% | 0.21% | -8.4% |
BLK | Sell | BLACKROCK INC | $394,353 | +23.6% | 557 | -4.1% | 0.21% | -2.3% |
ABT | Sell | ABBOTT LABS | $390,084 | +9.0% | 3,553 | -4.0% | 0.21% | -13.8% |
PM | Buy | PHILIP MORRIS INTL INC | $390,772 | +27.3% | 3,861 | +4.3% | 0.21% | +0.5% |
AAC | ARES ACQUISITION CORPORATION | $383,667 | +1.5% | 38,100 | 0.0% | 0.20% | -20.2% | |
MDT | Sell | MEDTRONIC PLC | $377,875 | -8.1% | 4,862 | -4.5% | 0.20% | -27.6% |
INTC | Sell | INTEL CORP | $374,856 | -8.1% | 14,183 | -10.6% | 0.20% | -27.5% |
AMT | Buy | AMERICAN TOWER CORP NEW | $376,046 | +41.4% | 1,775 | +43.0% | 0.20% | +11.2% |
WMB | Buy | WILLIAMS COS INC | $369,270 | +84.6% | 11,224 | +60.2% | 0.20% | +45.5% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $367,498 | +69.4% | 2,114 | +57.4% | 0.19% | +33.8% |
GILD | Sell | GILEAD SCIENCES INC | $362,974 | +31.5% | 4,228 | -5.3% | 0.19% | +3.2% |
TJX | Buy | TJX COS INC NEW | $363,070 | +53.2% | 4,561 | +19.5% | 0.19% | +20.9% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $361,020 | +7.8% | 7,996 | +1.0% | 0.19% | -15.2% |
ATVI | Sell | ACTIVISION BLIZZARD INC | $356,953 | -9.2% | 4,663 | -11.8% | 0.19% | -28.5% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $353,808 | +13.4% | 3,510 | +1.3% | 0.19% | -10.5% |
GOOG | Buy | ALPHABET INCcap stk cl c | $350,395 | -3.7% | 3,949 | +4.4% | 0.18% | -23.9% |
KMB | New | KIMBERLY-CLARK CORP | $349,421 | – | 2,574 | +100.0% | 0.18% | – |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $348,089 | +16.0% | 4,955 | +0.8% | 0.18% | -8.5% |
PCK | PIMCO CALIF MUN INCOME FD II | $343,880 | +6.1% | 50,645 | 0.0% | 0.18% | -16.6% | |
TGT | Sell | TARGET CORP | $343,239 | -4.7% | 2,303 | -5.2% | 0.18% | -24.9% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $342,998 | -0.0% | 1,601 | -1.9% | 0.18% | -21.0% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $341,746 | +1.7% | 3,907 | -16.3% | 0.18% | -20.0% |
SPTM | SPDR SER TRportfoli s&p1500 | $331,692 | +7.3% | 7,014 | 0.0% | 0.18% | -15.5% | |
TSLA | Buy | TESLA INC | $319,406 | -47.6% | 2,593 | +12.9% | 0.17% | -58.8% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $316,096 | +6.8% | 574 | -1.7% | 0.17% | -15.7% |
GOVT | Sell | ISHARES TRus treas bd etf | $317,171 | -50.8% | 13,960 | -50.8% | 0.17% | -61.3% |
CI | Buy | CIGNA CORP NEW | $314,442 | +23.3% | 949 | +3.0% | 0.17% | -2.4% |
C | Buy | CITIGROUP INC | $312,382 | +24.5% | 6,907 | +14.6% | 0.16% | -1.8% |
ENB | New | ENBRIDGE INC | $313,152 | – | 8,009 | +100.0% | 0.16% | – |
SGOL | Buy | ABRDN GOLD ETF TRUST | $306,267 | +50.9% | 17,531 | +37.2% | 0.16% | +18.4% |
ORCL | Sell | ORACLE CORP | $303,174 | +31.8% | 3,709 | -1.6% | 0.16% | +3.9% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $300,931 | -46.6% | 7,603 | -52.2% | 0.16% | -57.8% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $294,935 | +26.6% | 4,495 | +16.8% | 0.16% | -0.6% |
LOW | Sell | LOWES COS INC | $293,281 | -12.2% | 1,472 | -17.3% | 0.16% | -30.5% |
GS | Sell | GOLDMAN SACHS GROUP INC | $285,692 | +13.4% | 832 | -3.5% | 0.15% | -10.1% |
EFV | Sell | ISHARES TReafe value etf | $287,301 | +14.0% | 6,262 | -4.1% | 0.15% | -10.1% |
USMV | Buy | ISHARES TRmsci usa min vol | $285,011 | +37.7% | 3,953 | +26.2% | 0.15% | +8.7% |
EFA | Buy | ISHARES TRmsci eafe etf | $283,577 | +17.7% | 4,320 | +0.1% | 0.15% | -7.5% |
New | SHELL PLCspon ads | $274,214 | – | 4,815 | +100.0% | 0.14% | – | |
JBL | New | JABIL INC | $275,869 | – | 4,045 | +100.0% | 0.14% | – |
LYB | New | LYONDELLBASELL INDUSTRIES N | $273,833 | – | 3,298 | +100.0% | 0.14% | – |
MLPX | New | GLOBAL X FDSglb x mlp enrg i | $270,524 | – | 6,637 | +100.0% | 0.14% | – |
SO | New | SOUTHERN CO | $269,073 | – | 3,768 | +100.0% | 0.14% | – |
CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $268,950 | +14.9% | 15,000 | 0.0% | 0.14% | -9.0% | |
DVN | New | DEVON ENERGY CORP NEW | $268,245 | – | 4,361 | +100.0% | 0.14% | – |
IRT | New | INDEPENDENCE RLTY TR INC | $267,248 | – | 15,851 | +100.0% | 0.14% | – |
IQV | Sell | IQVIA HLDGS INC | $266,562 | -16.7% | 1,301 | -26.3% | 0.14% | -34.1% |
BG | New | BUNGE LIMITED | $265,288 | – | 2,659 | +100.0% | 0.14% | – |
MBB | New | ISHARES TRmbs etf | $264,523 | – | 2,852 | +100.0% | 0.14% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED | $257,445 | – | 765 | +100.0% | 0.14% | – |
LLY | Sell | LILLY ELI & CO | $255,356 | +6.8% | 698 | -5.4% | 0.14% | -15.6% |
CRM | Sell | SALESFORCE INC | $254,706 | -32.4% | 1,921 | -26.7% | 0.13% | -46.8% |
TMUS | Buy | T-MOBILE US INC | $254,380 | +14.6% | 1,817 | +10.1% | 0.13% | -9.5% |
CAG | New | CONAGRA BRANDS INC | $250,466 | – | 6,472 | +100.0% | 0.13% | – |
TTE | New | TOTALENERGIES SEsponsored ads | $243,912 | – | 3,929 | +100.0% | 0.13% | – |
MRO | Sell | MARATHON OIL CORP | $243,657 | +20.0% | 9,001 | -0.0% | 0.13% | -5.9% |
MOO | Sell | VANECK ETF TRUSTagribusiness etf | $241,382 | +1.8% | 2,812 | -4.4% | 0.13% | -19.6% |
BP | New | BP PLCsponsored adr | $238,397 | – | 6,825 | +100.0% | 0.13% | – |
KEY | New | KEYCORP | $238,497 | – | 13,691 | +100.0% | 0.13% | – |
IFRA | Sell | ISHARES TRus infrastruc | $236,415 | +10.0% | 6,520 | -2.3% | 0.12% | -13.2% |
VTV | New | VANGUARD INDEX FDSvalue etf | $236,878 | – | 1,688 | +100.0% | 0.12% | – |
PSX | New | PHILLIPS 66 | $233,452 | – | 2,243 | +100.0% | 0.12% | – |
GLW | Sell | CORNING INC | $233,399 | -19.5% | 7,307 | -26.9% | 0.12% | -36.6% |
PXD | New | PIONEER NAT RES CO | $234,100 | – | 1,025 | +100.0% | 0.12% | – |
ITW | New | ILLINOIS TOOL WKS INC | $232,637 | – | 1,056 | +100.0% | 0.12% | – |
RY | Sell | ROYAL BK CDA SUSTAINABL | $232,229 | -24.6% | 2,470 | -27.8% | 0.12% | -40.8% |
TAIL | Sell | CAMBRIA ETF TRtail risk | $229,500 | -16.8% | 15,000 | -8.4% | 0.12% | -34.6% |
AEP | New | AMERICAN ELEC PWR CO INC | $229,684 | – | 2,419 | +100.0% | 0.12% | – |
BAX | Sell | BAXTER INTL INC | $228,702 | -6.3% | 4,487 | -1.0% | 0.12% | -25.8% |
KFRC | Buy | KFORCE INC | $227,216 | -0.8% | 4,144 | +6.1% | 0.12% | -21.6% |
SHW | New | SHERWIN WILLIAMS CO | $225,938 | – | 952 | +100.0% | 0.12% | – |
DGRO | New | ISHARES TRcore div grwth | $223,350 | – | 4,467 | +100.0% | 0.12% | – |
IEMG | Sell | ISHARES INCcore msci emkt | $221,125 | -11.9% | 4,735 | -18.8% | 0.12% | -30.4% |
VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $221,968 | – | 5,289 | +100.0% | 0.12% | – |
EMXC | New | ISHARES INCmsci emrg chn | $218,932 | – | 4,612 | +100.0% | 0.12% | – |
TT | New | TRANE TECHNOLOGIES PLC | $217,172 | – | 1,292 | +100.0% | 0.11% | – |
PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $215,173 | +3.0% | 20,204 | +19.5% | 0.11% | -19.3% |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $215,262 | – | 3,059 | +100.0% | 0.11% | – |
O | Sell | REALTY INCOME CORP | $213,632 | +0.3% | 3,368 | -8.1% | 0.11% | -20.4% |
LIN | New | LINDE PLC | $212,017 | – | 650 | +100.0% | 0.11% | – |
UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $212,461 | +5.7% | 764 | -20.5% | 0.11% | -16.4% |
ACN | New | ACCENTURE PLC IRELAND | $213,140 | – | 799 | +100.0% | 0.11% | – |
SPGI | New | S&P GLOBAL INC | $210,677 | – | 629 | +100.0% | 0.11% | – |
BBY | New | BEST BUY INC | $208,706 | – | 2,602 | +100.0% | 0.11% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP IN | $208,289 | – | 2,482 | +100.0% | 0.11% | – |
BCE | New | BCE INC | $206,565 | – | 4,700 | +100.0% | 0.11% | – |
BCI | New | ABRDN ETFS | $206,702 | – | 9,370 | +100.0% | 0.11% | – |
ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $205,090 | -11.2% | 10,093 | 0.0% | 0.11% | -29.9% | |
WM | Sell | WASTE MGMT INC DEL | $205,199 | -5.4% | 1,308 | -3.3% | 0.11% | -25.5% |
COWZ | New | PACER FDS TRus cash cows 100 | $203,731 | – | 4,405 | +100.0% | 0.11% | – |
EFG | New | ISHARES TReafe grwth etf | $200,186 | – | 2,390 | +100.0% | 0.11% | – |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $201,857 | -47.7% | 699 | -47.6% | 0.11% | -58.9% |
LHX | New | L3HARRIS TECHNOLOGIES INC | $201,131 | – | 966 | +100.0% | 0.11% | – |
ARKK | Sell | ARK ETF TRinnovation etf | $198,780 | -42.7% | 6,363 | -30.8% | 0.10% | -54.7% |
CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $199,673 | -40.6% | 4,912 | -4.7% | 0.10% | -53.3% |
Sell | APOLLO GLOBAL MGMT INC | $196,282 | -15.8% | 3,077 | -38.7% | 0.10% | -34.0% | |
QCOM | Sell | QUALCOMM INC | $194,045 | -31.4% | 1,765 | -29.4% | 0.10% | -46.0% |
EL | New | LAUDER ESTEE COS INCcl a | $192,285 | – | 775 | +100.0% | 0.10% | – |
VSH | New | VISHAY INTERTECHNOLOGY INC | $190,851 | – | 8,848 | +100.0% | 0.10% | – |
HBAN | New | HUNTINGTON BANCSHARES INC | $189,955 | – | 13,472 | +100.0% | 0.10% | – |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $190,612 | – | 1,858 | +100.0% | 0.10% | – |
KO | New | COCA COLA CO | $188,031 | – | 2,956 | +100.0% | 0.10% | – |
AIG | New | AMERICAN INTL GROUP INC | $183,143 | – | 2,896 | +100.0% | 0.10% | – |
KKR | New | KKR & CO INC | $184,659 | – | 3,978 | +100.0% | 0.10% | – |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $180,648 | -24.7% | 4,634 | -29.4% | 0.10% | -40.6% |
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $178,178 | – | 2,480 | +100.0% | 0.09% | – |
GLD | New | SPDR GOLD TR | $176,256 | – | 1,039 | +100.0% | 0.09% | – |
F | New | FORD MTR CO DEL | $173,659 | – | 14,932 | +100.0% | 0.09% | – |
CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $174,582 | – | 4,510 | +100.0% | 0.09% | – |
SYY | New | SYSCO CORP | $173,771 | – | 2,273 | +100.0% | 0.09% | – |
FB | Sell | META PLATFORMS INCcl a | $174,854 | -72.0% | 1,453 | -68.4% | 0.09% | -77.9% |
PSQ | Sell | PROSHARES TRshort qqq new | $172,224 | -15.6% | 11,700 | -14.6% | 0.09% | -33.1% |
CM | New | CANADIAN IMPERIAL BK COMM TO | $170,133 | – | 4,206 | +100.0% | 0.09% | – |
NSC | New | NORFOLK SOUTHN CORP | $168,551 | – | 684 | +100.0% | 0.09% | – |
AFL | New | AFLAC INC | $167,967 | – | 2,335 | +100.0% | 0.09% | – |
AMCR | New | AMCOR PLCord | $168,074 | – | 14,112 | +100.0% | 0.09% | – |
NGG | New | NATIONAL GRID PLCsponsored adr ne | $165,337 | – | 2,741 | +100.0% | 0.09% | – |
IUSG | New | ISHARES TRcore s&p us gwt | $163,121 | – | 2,001 | +100.0% | 0.09% | – |
PPL | New | PPL CORP | $162,025 | – | 5,545 | +100.0% | 0.08% | – |
ROK | New | ROCKWELL AUTOMATION INC | $161,754 | – | 628 | +100.0% | 0.08% | – |
PPG | Sell | PPG INDS INC | $159,816 | -23.5% | 1,271 | -32.5% | 0.08% | -40.0% |
FLOT | New | ISHARES TRfltg rate nt etf | $159,043 | – | 3,160 | +100.0% | 0.08% | – |
HAL | New | HALLIBURTON CO | $160,194 | – | 4,071 | +100.0% | 0.08% | – |
CLX | New | CLOROX CO DEL | $156,749 | – | 1,117 | +100.0% | 0.08% | – |
SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $157,696 | – | 3,584 | +100.0% | 0.08% | – |
BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $154,902 | – | 3,266 | +100.0% | 0.08% | – |
SYK | New | STRYKER CORPORATION | $156,474 | – | 640 | +100.0% | 0.08% | – |
VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $154,066 | – | 1,100 | +100.0% | 0.08% | – |
MET | Sell | METLIFE INC | $153,931 | -37.4% | 2,127 | -47.5% | 0.08% | -50.6% |
EEMV | New | ISHARES INCmsci emerg mrkt | $150,238 | – | 2,832 | +100.0% | 0.08% | – |
SBUX | New | STARBUCKS CORP | $149,792 | – | 1,510 | +100.0% | 0.08% | – |
SHYG | New | ISHARES TR0-5yr hi yl cp | $149,453 | – | 3,655 | +100.0% | 0.08% | – |
WAT | New | WATERS CORP | $148,337 | – | 433 | +100.0% | 0.08% | – |
NKE | New | NIKE INCcl b | $148,720 | – | 1,271 | +100.0% | 0.08% | – |
TRP | New | TC ENERGY CORP | $147,761 | – | 3,707 | +100.0% | 0.08% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $146,299 | – | 2,142 | +100.0% | 0.08% | – |
IXUS | Sell | ISHARES TRcore msci total | $146,668 | -34.2% | 2,534 | -42.1% | 0.08% | -48.3% |
ILMN | Sell | ILLUMINA INC | $145,180 | -31.5% | 718 | -35.3% | 0.08% | -45.8% |
ITA | New | ISHARES TRus aer def etf | $146,537 | – | 1,310 | +100.0% | 0.08% | – |
ASGN | Sell | ASGN INC | $143,405 | -56.5% | 1,760 | -51.8% | 0.08% | -65.6% |
RIO | New | RIO TINTO PLCsponsored adr | $144,821 | – | 2,034 | +100.0% | 0.08% | – |
CP | New | CANADIAN PAC RY LTD | $144,108 | – | 1,932 | +100.0% | 0.08% | – |
MMM | New | 3M CO | $140,906 | – | 1,175 | +100.0% | 0.07% | – |
BKNG | New | BOOKING HOLDINGS INC | $141,070 | – | 70 | +100.0% | 0.07% | – |
CL | New | COLGATE PALMOLIVE CO | $140,010 | – | 1,777 | +100.0% | 0.07% | – |
NXPI | New | NXP SEMICONDUCTORS N V | $138,592 | – | 877 | +100.0% | 0.07% | – |
ASML | New | ASML HOLDING N V | $138,239 | – | 253 | +100.0% | 0.07% | – |
SHV | Sell | ISHARES TRshort treas bd | $135,751 | -76.5% | 1,235 | -76.5% | 0.07% | -81.3% |
AZN | New | ASTRAZENECA PLCsponsored adr | $137,227 | – | 2,024 | +100.0% | 0.07% | – |
MTUM | New | ISHARES TRmsci usa mmentm | $135,423 | – | 928 | +100.0% | 0.07% | – |
IGIB | New | ISHARES TR | $134,271 | – | 2,712 | +100.0% | 0.07% | – |
USRT | New | ISHARES TRcre u s reit etf | $131,339 | – | 2,656 | +100.0% | 0.07% | – |
ITB | Sell | ISHARES TRus home cons etf | $130,119 | -37.4% | 2,147 | -46.4% | 0.07% | -50.4% |
MELI | Sell | MERCADOLIBRE INC | $131,168 | -49.2% | 155 | -50.2% | 0.07% | -59.9% |
VOO | New | VANGUARD INDEX FDS | $131,049 | – | 373 | +100.0% | 0.07% | – |
IWM | New | ISHARES TRrussell 2000 etf | $130,944 | – | 751 | +100.0% | 0.07% | – |
SUI | Sell | SUN CMNTYS INC | $128,271 | -44.9% | 897 | -48.1% | 0.07% | -56.4% |
OVB | New | LISTED FD TRshares core bd | $127,221 | – | 6,273 | +100.0% | 0.07% | – |
LULU | Sell | LULULEMON ATHLETICA INC | $127,191 | -47.4% | 397 | -54.3% | 0.07% | -58.6% |
CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $126,154 | – | 2,706 | +100.0% | 0.07% | – |
LH | New | LABORATORY CORP AMER HLDGS | $126,217 | – | 536 | +100.0% | 0.07% | – |
AMD | Sell | ADVANCED MICRO DEVICES INC | $125,395 | -41.7% | 1,936 | -43.0% | 0.07% | -54.2% |
OEF | New | ISHARES TRs&p 100 etf | $124,516 | – | 730 | +100.0% | 0.07% | – |
IDEV | New | ISHARES TRcore msci intl | $124,444 | – | 2,223 | +100.0% | 0.07% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $122,404 | – | 1,161 | +100.0% | 0.06% | – |
TIP | Sell | ISHARES TRtips bd etf | $122,619 | -53.6% | 1,152 | -54.3% | 0.06% | -63.1% |
NVO | New | NOVO-NORDISK A Sadr | $123,159 | – | 910 | +100.0% | 0.06% | – |
AVB | New | AVALONBAY CMNTYS INC | $121,889 | – | 755 | +100.0% | 0.06% | – |
BA | New | BOEING CO | $118,866 | – | 624 | +100.0% | 0.06% | – |
TTD | Sell | THE TRADE DESK INC | $117,993 | -48.7% | 2,632 | -31.6% | 0.06% | -59.7% |
TRV | New | TRAVELERS COMPANIES INC | $115,869 | – | 618 | +100.0% | 0.06% | – |
CTAS | New | CINTAS CORP | $115,615 | – | 256 | +100.0% | 0.06% | – |
ZTS | New | ZOETIS INCcl a | $115,628 | – | 789 | +100.0% | 0.06% | – |
SRE | New | SEMPRA | $115,596 | – | 748 | +100.0% | 0.06% | – |
AXP | New | AMERICAN EXPRESS CO | $114,950 | – | 778 | +100.0% | 0.06% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $113,574 | – | 256 | +100.0% | 0.06% | – |
PII | New | POLARIS INC | $113,928 | – | 1,128 | +100.0% | 0.06% | – |
HUM | New | HUMANA INC | $113,351 | – | 221 | +100.0% | 0.06% | – |
NOC | New | NORTHROP GRUMMAN CORP | $112,941 | – | 207 | +100.0% | 0.06% | – |
ALL | New | ALLSTATE CORP | $114,718 | – | 846 | +100.0% | 0.06% | – |
IWS | New | ISHARES TRrus mdcp val etf | $112,082 | – | 1,064 | +100.0% | 0.06% | – |
BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $110,682 | – | 5,386 | +100.0% | 0.06% | – |
SHY | New | ISHARES TR1 3 yr treas bd | $107,226 | – | 1,321 | +100.0% | 0.06% | – |
ORLY | New | OREILLY AUTOMOTIVE INC | $108,036 | – | 128 | +100.0% | 0.06% | – |
URI | New | UNITED RENTALS INC | $105,915 | – | 298 | +100.0% | 0.06% | – |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $105,673 | – | 1,902 | +100.0% | 0.06% | – |
HCA | New | HCA HEALTHCARE INC | $104,863 | – | 437 | +100.0% | 0.06% | – |
GDV | New | GABELLI DIVID & INCOME TR | $103,462 | – | 5,020 | +100.0% | 0.06% | – |
BHP | New | BHP GROUP LTDsponsored ads | $102,755 | – | 1,656 | +100.0% | 0.05% | – |
REMX | New | VANECK ETF TRUSTrare earth/strtg | $101,521 | – | 1,333 | +100.0% | 0.05% | – |
MU | New | MICRON TECHNOLOGY INC | $103,359 | – | 2,068 | +100.0% | 0.05% | – |
FANG | New | DIAMONDBACK ENERGY INC | $102,311 | – | 748 | +100.0% | 0.05% | – |
IBB | New | ISHARES TRishares biotech | $102,143 | – | 778 | +100.0% | 0.05% | – |
AON | New | AON PLC | $102,648 | – | 342 | +100.0% | 0.05% | – |
RPD | Sell | RAPID7 INC | $103,333 | -54.1% | 3,041 | -42.0% | 0.05% | -64.0% |
VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $103,321 | – | 764 | +100.0% | 0.05% | – |
KMI | New | KINDER MORGAN INC DEL | $102,857 | – | 5,689 | +100.0% | 0.05% | – |
FVD | New | FIRST TR VALUE LINE DIVID IN | $100,773 | – | 2,525 | +100.0% | 0.05% | – |
Sell | GSK PLCsponsored adr | $101,203 | -50.9% | 2,880 | -58.8% | 0.05% | -61.6% | |
ARCC | New | ARES CAPITAL CORP | $99,453 | – | 5,385 | +100.0% | 0.05% | – |
TMFC | New | RBB FD INCmotley fol etf | $94,212 | – | 3,094 | +100.0% | 0.05% | – |
EEM | Sell | ISHARES TRmsci emg mkt etf | $94,428 | -64.9% | 2,492 | -67.7% | 0.05% | -72.2% |
QDF | New | FLEXSHARES TRqualt divd idx | $95,769 | – | 1,821 | +100.0% | 0.05% | – |
PANW | Sell | PALO ALTO NETWORKS INC | $93,074 | -75.3% | 667 | -71.0% | 0.05% | -80.6% |
AR | New | ANTERO RESOURCES CORP | $92,970 | – | 3,000 | +100.0% | 0.05% | – |
SLYG | New | SPDR SER TRs&p 600 smcp grw | $92,395 | – | 1,279 | +100.0% | 0.05% | – |
IWP | New | ISHARES TRrus md cp gr etf | $90,622 | – | 1,084 | +100.0% | 0.05% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $90,492 | – | 993 | +100.0% | 0.05% | – |
CPTK | New | CROWN PROPTECH ACQUISITIONS | $91,051 | – | 9,006 | +100.0% | 0.05% | – |
PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $88,244 | – | 7,893 | +100.0% | 0.05% | – |
DLR | New | DIGITAL RLTY TR INC | $89,140 | – | 889 | +100.0% | 0.05% | – |
DBX | New | DROPBOX INCcl a | $88,535 | – | 3,956 | +100.0% | 0.05% | – |
FIVG | New | ETF SER SOLUTIONSdefiance next | $89,012 | – | 2,980 | +100.0% | 0.05% | – |
GIS | New | GENERAL MLS INC | $90,055 | – | 1,074 | +100.0% | 0.05% | – |
SCHW | New | SCHWAB CHARLES CORP | $89,255 | – | 1,072 | +100.0% | 0.05% | – |
SQ | New | BLOCK INCcl a | $89,358 | – | 1,422 | +100.0% | 0.05% | – |
IYW | New | ISHARES TRu.s. tech etf | $87,898 | – | 1,180 | +100.0% | 0.05% | – |
USHY | New | ISHARES TRbroad usd high | $86,670 | – | 2,510 | +100.0% | 0.05% | – |
OMC | New | OMNICOM GROUP INC | $85,159 | – | 1,044 | +100.0% | 0.04% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $84,252 | – | 598 | +100.0% | 0.04% | – |
GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $82,688 | – | 1,086 | +100.0% | 0.04% | – |
SNPS | New | SYNOPSYS INC | $82,696 | – | 259 | +100.0% | 0.04% | – |
UAL | New | UNITED AIRLS HLDGS INC | $82,789 | – | 2,196 | +100.0% | 0.04% | – |
MMC | New | MARSH & MCLENNAN COS INC | $82,575 | – | 499 | +100.0% | 0.04% | – |
AEM | New | AGNICO EAGLE MINES LTD | $82,508 | – | 1,587 | +100.0% | 0.04% | – |
HIG | New | HARTFORD FINL SVCS GROUP INC | $82,503 | – | 1,088 | +100.0% | 0.04% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $81,258 | – | 475 | +100.0% | 0.04% | – |
PLD | New | PROLOGIS INC. | $81,053 | – | 719 | +100.0% | 0.04% | – |
TLT | New | ISHARES TR20 yr tr bd etf | $80,843 | – | 812 | +100.0% | 0.04% | – |
IAU | New | ISHARES GOLD TRishares new | $79,592 | – | 2,301 | +100.0% | 0.04% | – |
TLH | New | ISHARES TR10-20 yr trs etf | $79,945 | – | 739 | +100.0% | 0.04% | – |
INTU | New | INTUIT | $79,012 | – | 203 | +100.0% | 0.04% | – |
MUB | New | ISHARES TRnational mun etf | $79,253 | – | 751 | +100.0% | 0.04% | – |
HON | New | HONEYWELL INTL INC | $79,720 | – | 372 | +100.0% | 0.04% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $78,646 | – | 632 | +100.0% | 0.04% | – |
VMC | New | VULCAN MATLS CO | $78,449 | – | 448 | +100.0% | 0.04% | – |
ISTB | New | ISHARES TRcore 1 5 yr usd | $78,066 | – | 1,681 | +100.0% | 0.04% | – |
GM | New | GENERAL MTRS CO | $76,565 | – | 2,276 | +100.0% | 0.04% | – |
ROP | New | ROPER TECHNOLOGIES INC | $76,480 | – | 177 | +100.0% | 0.04% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW | $74,991 | – | 492 | +100.0% | 0.04% | – |
DES | New | WISDOMTREE TRus smallcap divd | $75,504 | – | 2,655 | +100.0% | 0.04% | – |
ATO | New | ATMOS ENERGY CORP | $75,311 | – | 672 | +100.0% | 0.04% | – |
MRNA | New | MODERNA INC | $75,261 | – | 419 | +100.0% | 0.04% | – |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $75,010 | – | 1,353 | +100.0% | 0.04% | – |
FISV | New | FISERV INC | $73,781 | – | 730 | +100.0% | 0.04% | – |
DEO | New | DIAGEO PLCspon adr new | $73,236 | – | 411 | +100.0% | 0.04% | – |
MSCI | New | MSCI INC | $74,427 | – | 160 | +100.0% | 0.04% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $73,375 | – | 1,964 | +100.0% | 0.04% | – |
SAP | New | SAP SEspon adr | $73,781 | – | 715 | +100.0% | 0.04% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $72,949 | – | 1,215 | +100.0% | 0.04% | – |
FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $71,900 | – | 906 | +100.0% | 0.04% | – |
BUG | New | GLOBAL X FDScybrscurty etf | $72,625 | – | 3,500 | +100.0% | 0.04% | – |
TRGP | New | TARGA RES CORP | $72,912 | – | 992 | +100.0% | 0.04% | – |
CDNS | New | CADENCE DESIGN SYSTEM INC | $71,645 | – | 446 | +100.0% | 0.04% | – |
ISRG | New | INTUITIVE SURGICAL INC | $72,175 | – | 272 | +100.0% | 0.04% | – |
BAND | New | BANDWIDTH INC | $69,998 | – | 3,050 | +100.0% | 0.04% | – |
IPAC | New | ISHARES TRcore msci pac | $70,844 | – | 1,320 | +100.0% | 0.04% | – |
ADI | New | ANALOG DEVICES INC | $71,025 | – | 433 | +100.0% | 0.04% | – |
YUM | New | YUM BRANDS INC | $69,291 | – | 541 | +100.0% | 0.04% | – |
DLTR | New | DOLLAR TREE INC | $69,730 | – | 493 | +100.0% | 0.04% | – |
KHC | New | KRAFT HEINZ CO | $70,673 | – | 1,736 | +100.0% | 0.04% | – |
VRSK | New | VERISK ANALYTICS INC | $68,451 | – | 388 | +100.0% | 0.04% | – |
BIL | New | SPDR SER TRbloomberg 1-3 mo | $67,139 | – | 734 | +100.0% | 0.04% | – |
STE | New | STERIS PLC | $65,750 | – | 356 | +100.0% | 0.04% | – |
ICLN | New | ISHARES TRgl clean ene etf | $67,252 | – | 3,388 | +100.0% | 0.04% | – |
USB | New | US BANCORP DEL | $66,767 | – | 1,531 | +100.0% | 0.04% | – |
FITB | New | FIFTH THIRD BANCORP | $66,506 | – | 2,027 | +100.0% | 0.04% | – |
EIX | New | EDISON INTL | $64,129 | – | 1,008 | +100.0% | 0.03% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $63,828 | – | 1,273 | +100.0% | 0.03% | – |
HP | New | HELMERICH & PAYNE INC | $64,888 | – | 1,309 | +100.0% | 0.03% | – |
SNY | New | SANOFIsponsored adr | $64,170 | – | 1,325 | +100.0% | 0.03% | – |
NUE | New | NUCOR CORP | $64,719 | – | 491 | +100.0% | 0.03% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $64,232 | – | 2,663 | +100.0% | 0.03% | – |
AMAT | New | APPLIED MATLS INC | $64,271 | – | 660 | +100.0% | 0.03% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $63,385 | – | 311 | +100.0% | 0.03% | – |
CNC | New | CENTENE CORP DEL | $62,410 | – | 761 | +100.0% | 0.03% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $62,518 | – | 293 | +100.0% | 0.03% | – |
AZO | New | AUTOZONE INC | $61,655 | – | 25 | +100.0% | 0.03% | – |
ADM | New | ARCHER DANIELS MIDLAND CO | $61,188 | – | 659 | +100.0% | 0.03% | – |
ABNB | New | AIRBNB INC | $60,021 | – | 702 | +100.0% | 0.03% | – |
OIH | New | VANECK ETF TRUSToil services etf | $60,810 | – | 200 | +100.0% | 0.03% | – |
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $60,463 | – | 1,493 | +100.0% | 0.03% | – |
EQT | New | EQT CORP | $60,691 | – | 1,794 | +100.0% | 0.03% | – |
ICSH | New | ISHARES TRblackrock ultra | $60,048 | – | 1,200 | +100.0% | 0.03% | – |
DD | New | DUPONT DE NEMOURS INC | $59,571 | – | 868 | +100.0% | 0.03% | – |
CTVA | New | CORTEVA INC | $58,721 | – | 999 | +100.0% | 0.03% | – |
FSK | New | FS KKR CAP CORP | $59,547 | – | 3,403 | +100.0% | 0.03% | – |
IYH | New | ISHARES TRus hlthcare etf | $56,742 | – | 200 | +100.0% | 0.03% | – |
D | New | DOMINION ENERGY INC | $57,150 | – | 932 | +100.0% | 0.03% | – |
EQR | New | EQUITY RESIDENTIALsh ben int | $57,348 | – | 972 | +100.0% | 0.03% | – |
PSA | New | PUBLIC STORAGE | $57,159 | – | 204 | +100.0% | 0.03% | – |
UL | New | UNILEVER PLCspon adr new | $57,651 | – | 1,145 | +100.0% | 0.03% | – |
A | New | AGILENT TECHNOLOGIES INC | $57,466 | – | 384 | +100.0% | 0.03% | – |
HL | HECLA MNG CO | $55,600 | +42.6% | 10,000 | 0.0% | 0.03% | +11.5% | |
MKTX | New | MARKETAXESS HLDGS INC | $55,220 | – | 198 | +100.0% | 0.03% | – |
VICI | New | VICI PPTYS INC | $55,048 | – | 1,699 | +100.0% | 0.03% | – |
GEO | New | GEO GROUP INC NEW | $54,750 | – | 5,000 | +100.0% | 0.03% | – |
BTI | New | BRITISH AMERN TOB PLCsponsored adr | $55,132 | – | 1,379 | +100.0% | 0.03% | – |
GRMN | New | GARMIN LTD | $54,451 | – | 590 | +100.0% | 0.03% | – |
XLC | New | SELECT SECTOR SPDR TR | $53,653 | – | 1,118 | +100.0% | 0.03% | – |
ETR | New | ENTERGY CORP NEW | $52,650 | – | 468 | +100.0% | 0.03% | – |
SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $53,918 | – | 1,460 | +100.0% | 0.03% | – |
LVHD | New | LEGG MASON ETF INVTfranklin us low | $53,256 | – | 1,400 | +100.0% | 0.03% | – |
PAYX | New | PAYCHEX INC | $50,731 | – | 439 | +100.0% | 0.03% | – |
New | GENERAL ELECTRIC CO | $51,280 | – | 612 | +100.0% | 0.03% | – | |
FIS | New | FIDELITY NATL INFORMATION SV | $51,702 | – | 762 | +100.0% | 0.03% | – |
WFC | New | WELLS FARGO CO NEW | $51,489 | – | 1,247 | +100.0% | 0.03% | – |
DGS | New | WISDOMTREE TRemg mkts smcap | $52,071 | – | 1,184 | +100.0% | 0.03% | – |
ANTM | New | ELEVANCE HEALTH INC | $50,784 | – | 99 | +100.0% | 0.03% | – |
VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $49,863 | – | 485 | +100.0% | 0.03% | – |
ARKQ | New | ARK ETF TRautnmus technlgy | $48,823 | – | 1,191 | +100.0% | 0.03% | – |
PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $50,229 | – | 552 | +100.0% | 0.03% | – |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $49,163 | – | 764 | +100.0% | 0.03% | – |
WSBC | New | WESBANCO INC | $50,034 | – | 1,353 | +100.0% | 0.03% | – |
CPRT | New | COPART INC | $49,199 | – | 808 | +100.0% | 0.03% | – |
YUMC | New | YUM CHINA HLDGS INC | $49,622 | – | 908 | +100.0% | 0.03% | – |
VTR | New | VENTAS INC | $49,780 | – | 1,105 | +100.0% | 0.03% | – |
IVLU | New | ISHARES TRmsci intl vlu ft | $46,757 | – | 2,018 | +100.0% | 0.02% | – |
NOK | Sell | NOKIA CORPsponsored adr | $47,797 | -64.6% | 10,301 | -67.4% | 0.02% | -72.2% |
OKTA | New | OKTA INCcl a | $46,738 | – | 684 | +100.0% | 0.02% | – |
RWM | New | PROSHARES TRshrt russell2000 | $46,691 | – | 1,898 | +100.0% | 0.02% | – |
SHOP | New | SHOPIFY INCcl a | $47,414 | – | 1,366 | +100.0% | 0.02% | – |
SYF | New | SYNCHRONY FINANCIAL | $47,088 | – | 1,433 | +100.0% | 0.02% | – |
MGC | New | VANGUARD WORLD FDmega cap index | $47,929 | – | 362 | +100.0% | 0.02% | – |
BNTX | New | BIONTECH SEsponsored ads | $46,869 | – | 312 | +100.0% | 0.02% | – |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $48,339 | – | 642 | +100.0% | 0.02% | – |
WPC | New | WP CAREY INC | $48,062 | – | 615 | +100.0% | 0.02% | – |
DTD | New | WISDOMTREE TRus total dividnd | $48,277 | – | 796 | +100.0% | 0.02% | – |
FERG | New | FERGUSON PLC NEW | $47,360 | – | 373 | +100.0% | 0.02% | – |
RIG | New | TRANSOCEAN LTD | $45,600 | – | 10,000 | +100.0% | 0.02% | – |
ACI | New | ALBERTSONS COS INC | $44,902 | – | 2,165 | +100.0% | 0.02% | – |
CPT | New | CAMDEN PPTY TRsh ben int | $44,752 | – | 400 | +100.0% | 0.02% | – |
SOXX | New | ISHARES TRishares semicdtr | $46,281 | – | 133 | +100.0% | 0.02% | – |
AMP | New | AMERIPRISE FINL INC | $46,394 | – | 149 | +100.0% | 0.02% | – |
DHI | New | D R HORTON INC | $45,640 | – | 512 | +100.0% | 0.02% | – |
TX | New | TERNIUM SAsponsored ads | $45,840 | – | 1,500 | +100.0% | 0.02% | – |
ADSK | New | AUTODESK INC | $46,344 | – | 248 | +100.0% | 0.02% | – |
ABC | New | AMERISOURCEBERGEN CORP | $45,736 | – | 276 | +100.0% | 0.02% | – |
SIRI | New | SIRIUS XM HOLDINGS INC | $44,676 | – | 7,650 | +100.0% | 0.02% | – |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $44,596 | -96.5% | 135 | -97.0% | 0.02% | -97.2% |
IGV | New | ISHARES TRexpanded tech | $46,309 | – | 181 | +100.0% | 0.02% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $44,894 | – | 785 | +100.0% | 0.02% | – |
SJM | New | SMUCKER J M CO | $44,210 | – | 279 | +100.0% | 0.02% | – |
BRP | New | BRP GROUP INC | $43,618 | – | 1,735 | +100.0% | 0.02% | – |
FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $44,269 | – | 951 | +100.0% | 0.02% | – |
SONY | New | SONY GROUP CORPORATIONsponsored adr | $43,327 | – | 568 | +100.0% | 0.02% | – |
PGR | New | PROGRESSIVE CORP | $44,361 | – | 342 | +100.0% | 0.02% | – |
EMB | New | ISHARES TRjpmorgan usd emg | $43,755 | – | 517 | +100.0% | 0.02% | – |
NEAR | New | ISHARES U S ETF TRblackrock st mat | $42,027 | – | 853 | +100.0% | 0.02% | – |
NFLX | New | NETFLIX INC | $42,463 | – | 144 | +100.0% | 0.02% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $42,331 | – | 243 | +100.0% | 0.02% | – |
LKQ | New | LKQ CORP | $41,767 | – | 782 | +100.0% | 0.02% | – |
BMRN | New | BIOMARIN PHARMACEUTICAL INC | $42,534 | – | 411 | +100.0% | 0.02% | – |
FDX | New | FEDEX CORP | $41,048 | – | 237 | +100.0% | 0.02% | – |
ICVT | New | ISHARES TRconv bd etf | $41,126 | – | 592 | +100.0% | 0.02% | – |
LIT | New | GLOBAL X FDSlithium btry etf | $42,669 | – | 728 | +100.0% | 0.02% | – |
IHI | New | ISHARES TRu.s. med dvc etf | $41,793 | – | 795 | +100.0% | 0.02% | – |
TSCO | Sell | TRACTOR SUPPLY CO | $42,371 | -82.1% | 188 | -85.2% | 0.02% | -86.1% |
NNN | New | NATIONAL RETAIL PROPERTIES I | $40,909 | – | 894 | +100.0% | 0.02% | – |
CHK | New | CHESAPEAKE ENERGY CORP | $41,428 | – | 439 | +100.0% | 0.02% | – |
IUSV | New | ISHARES TRcore s&p us vlu | $38,988 | – | 552 | +100.0% | 0.02% | – |
DOW | New | DOW INC | $38,901 | – | 772 | +100.0% | 0.02% | – |
HDB | New | HDFC BANK LTDsponsored ads | $40,088 | – | 586 | +100.0% | 0.02% | – |
DGRW | New | WISDOMTREE TRus qtly div grt | $39,234 | – | 650 | +100.0% | 0.02% | – |
SDY | New | SPDR SER TRs&p divid etf | $40,411 | – | 323 | +100.0% | 0.02% | – |
IDV | New | ISHARES TRintl sel div etf | $40,007 | – | 1,473 | +100.0% | 0.02% | – |
IAI | New | ISHARES TRus br del se etf | $39,606 | – | 412 | +100.0% | 0.02% | – |
ACLS | New | AXCELIS TECHNOLOGIES INC | $39,680 | – | 500 | +100.0% | 0.02% | – |
WSO | New | WATSCO INC | $38,906 | – | 156 | +100.0% | 0.02% | – |
CINF | New | CINCINNATI FINL CORP | $37,168 | – | 363 | +100.0% | 0.02% | – |
IWB | New | ISHARES TRrus 1000 etf | $37,262 | – | 177 | +100.0% | 0.02% | – |
GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $37,034 | – | 1,287 | +100.0% | 0.02% | – |
CMF | New | ISHARES TRcalif mun bd etf | $38,828 | – | 692 | +100.0% | 0.02% | – |
ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $37,874 | – | 260 | +100.0% | 0.02% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $38,023 | – | 461 | +100.0% | 0.02% | – |
WDAY | New | WORKDAY INCcl a | $37,984 | – | 227 | +100.0% | 0.02% | – |
IAGG | New | ISHARES TRcore intl aggr | $38,278 | – | 805 | +100.0% | 0.02% | – |
GOLD | New | BARRICK GOLD CORP | $35,837 | – | 2,086 | +100.0% | 0.02% | – |
GAB | New | GABELLI EQUITY TR INC | $36,113 | – | 6,590 | +100.0% | 0.02% | – |
NVS | New | NOVARTIS AGsponsored adr | $35,290 | – | 389 | +100.0% | 0.02% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $35,588 | – | 404 | +100.0% | 0.02% | – |
KRBN | New | KRANESHARES TRglobal carb stra | $36,470 | – | 1,000 | +100.0% | 0.02% | – |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $36,966 | – | 355 | +100.0% | 0.02% | – |
BLOK | New | AMPLIFY ETF TRblockchain ldr | $36,001 | – | 2,381 | +100.0% | 0.02% | – |
IEF | New | ISHARES TR7-10 yr trsy bd | $36,971 | – | 386 | +100.0% | 0.02% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $36,378 | – | 516 | +100.0% | 0.02% | – |
DOL | New | WISDOMTREE TRintl lrgcap dv | $36,370 | – | 826 | +100.0% | 0.02% | – |
HWM | New | HOWMET AEROSPACE INC | $36,533 | – | 927 | +100.0% | 0.02% | – |
RPM | New | RPM INTL INC | $36,349 | – | 373 | +100.0% | 0.02% | – |
GD | New | GENERAL DYNAMICS CORP | $36,968 | – | 149 | +100.0% | 0.02% | – |
QRVO | New | QORVO INC | $34,353 | – | 379 | +100.0% | 0.02% | – |
VEEV | New | VEEVA SYS INC | $33,406 | – | 207 | +100.0% | 0.02% | – |
FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $33,574 | – | 687 | +100.0% | 0.02% | – |
FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $34,885 | – | 46 | +100.0% | 0.02% | – |
SLB | New | SCHLUMBERGER LTD | $34,802 | – | 651 | +100.0% | 0.02% | – |
KDP | New | KEURIG DR PEPPER INC | $33,556 | – | 941 | +100.0% | 0.02% | – |
IPG | New | INTERPUBLIC GROUP COS INC | $34,201 | – | 1,027 | +100.0% | 0.02% | – |
KR | New | KROGER CO | $34,817 | – | 781 | +100.0% | 0.02% | – |
NOW | New | SERVICENOW INC | $34,944 | – | 90 | +100.0% | 0.02% | – |
AES | New | AES CORP | $33,966 | – | 1,181 | +100.0% | 0.02% | – |
OTIS | New | OTIS WORLDWIDE CORP | $33,282 | – | 425 | +100.0% | 0.02% | – |
ORGNW | ORIGIN MATERIALS INC*w exp 06/25/202 | $34,199 | -16.6% | 39,300 | 0.0% | 0.02% | -33.3% | |
OXY | New | OCCIDENTAL PETE CORP | $34,582 | – | 549 | +100.0% | 0.02% | – |
QUAL | New | ISHARES TRmsci usa qlt fct | $34,986 | – | 307 | +100.0% | 0.02% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $33,836 | – | 146 | +100.0% | 0.02% | – |
COF | New | CAPITAL ONE FINL CORP | $34,488 | – | 371 | +100.0% | 0.02% | – |
IYC | New | ISHARES TRus consum discre | $34,461 | – | 605 | +100.0% | 0.02% | – |
FAST | New | FASTENAL CO | $33,077 | – | 699 | +100.0% | 0.02% | – |
AA | New | ALCOA CORP | $31,556 | – | 694 | +100.0% | 0.02% | – |
DFS | New | DISCOVER FINL SVCS | $31,403 | – | 321 | +100.0% | 0.02% | – |
CNP | New | CENTERPOINT ENERGY INC | $31,969 | – | 1,066 | +100.0% | 0.02% | – |
EMR | New | EMERSON ELEC CO | $32,372 | – | 337 | +100.0% | 0.02% | – |
WRB | New | BERKLEY W R CORP | $32,076 | – | 442 | +100.0% | 0.02% | – |
CSGP | New | COSTAR GROUP INC | $30,371 | – | 393 | +100.0% | 0.02% | – |
New | RIVIAN AUTOMOTIVE INC | $29,857 | – | 1,620 | +100.0% | 0.02% | – | |
TDG | New | TRANSDIGM GROUP INC | $29,594 | – | 47 | +100.0% | 0.02% | – |
IWN | New | ISHARES TRrus 2000 val etf | $30,785 | – | 222 | +100.0% | 0.02% | – |
IQDG | New | WISDOMTREE TRintl qulty div | $30,610 | – | 1,000 | +100.0% | 0.02% | – |
EWRE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $30,750 | – | 1,000 | +100.0% | 0.02% | – |
SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $30,554 | – | 109 | +100.0% | 0.02% | – |
IDXX | New | IDEXX LABS INC | $31,005 | – | 76 | +100.0% | 0.02% | – |
FTNT | New | FORTINET INC | $31,143 | – | 637 | +100.0% | 0.02% | – |
ERX | New | DIREXION SHS ETF TRdly enrgy bull2x | $29,948 | – | 450 | +100.0% | 0.02% | – |
MRVL | New | MARVELL TECHNOLOGY INC | $27,965 | – | 755 | +100.0% | 0.02% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $27,657 | – | 4,308 | +100.0% | 0.02% | – |
ROST | New | ROSS STORES INC | $28,553 | – | 246 | +100.0% | 0.02% | – |
IEFA | New | ISHARES TRcore msci eafe | $28,539 | – | 463 | +100.0% | 0.02% | – |
PYPL | New | PAYPAL HLDGS INC | $29,271 | – | 411 | +100.0% | 0.02% | – |
ARCH | New | ARCH RESOURCES INCcl a | $28,558 | – | 200 | +100.0% | 0.02% | – |
IT | New | GARTNER INC | $28,908 | – | 86 | +100.0% | 0.02% | – |
DRI | New | DARDEN RESTAURANTS INC | $28,773 | – | 208 | +100.0% | 0.02% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTord | $27,755 | – | 220 | +100.0% | 0.02% | – |
Z | New | ZILLOW GROUP INCcl c cap stk | $28,796 | – | 894 | +100.0% | 0.02% | – |
PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $27,721 | – | 324 | +100.0% | 0.02% | – |
TECH | New | BIO-TECHNE CORP | $28,511 | – | 344 | +100.0% | 0.02% | – |
PCQ | New | PIMCO CALIF MUN INCOME FD | $28,437 | – | 1,887 | +100.0% | 0.02% | – |
OKE | New | ONEOK INC NEW | $29,105 | – | 443 | +100.0% | 0.02% | – |
New | HALEON PLCspon ads | $29,328 | – | 3,666 | +100.0% | 0.02% | – | |
ENPH | New | ENPHASE ENERGY INC | $28,616 | – | 108 | +100.0% | 0.02% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $28,394 | – | 155 | +100.0% | 0.02% | – |
CFG | New | CITIZENS FINL GROUP INC | $27,913 | – | 709 | +100.0% | 0.02% | – |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $27,647 | -92.8% | 282 | -93.9% | 0.02% | -94.1% |
AME | New | AMETEK INC | $27,804 | – | 199 | +100.0% | 0.02% | – |
RELX | New | RELX PLCsponsored adr | $27,055 | – | 976 | +100.0% | 0.01% | – |
RHI | New | ROBERT HALF INTL INC | $26,800 | – | 363 | +100.0% | 0.01% | – |
BEN | New | FRANKLIN RESOURCES INC | $27,013 | – | 1,024 | +100.0% | 0.01% | – |
SPY | Sell | SPDR S&P 500 ETF TRcall | $25,671 | +755.7% | 1,000 | -44.4% | 0.01% | +600.0% |
IAG | IAMGOLD CORP | $25,800 | +134.5% | 10,000 | 0.0% | 0.01% | +100.0% | |
ES | New | EVERSOURCE ENERGY | $26,996 | – | 322 | +100.0% | 0.01% | – |
IP | New | INTERNATIONAL PAPER CO | $27,288 | – | 788 | +100.0% | 0.01% | – |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $25,703 | – | 199 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC | $25,780 | – | 211 | +100.0% | 0.01% | – |
OHI | New | OMEGA HEALTHCARE INVS INC | $26,776 | – | 958 | +100.0% | 0.01% | – |
ABB | New | ABB LTDsponsored adr | $27,048 | – | 888 | +100.0% | 0.01% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $27,228 | – | 203 | +100.0% | 0.01% | – |
BLL | New | BALL CORP | $25,928 | – | 507 | +100.0% | 0.01% | – |
MNST | New | MONSTER BEVERAGE CORP NEW | $26,296 | – | 259 | +100.0% | 0.01% | – |
SLV | New | ISHARES SILVER TRishares | $26,050 | – | 1,183 | +100.0% | 0.01% | – |
COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $26,160 | – | 928 | +100.0% | 0.01% | – |
AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $26,824 | – | 360 | +100.0% | 0.01% | – |
WLTW | New | WILLIS TOWERS WATSON PLC LTD | $27,148 | – | 111 | +100.0% | 0.01% | – |
KLAC | New | KLA CORP | $25,261 | – | 67 | +100.0% | 0.01% | – |
ETSY | New | ETSY INC | $23,956 | – | 200 | +100.0% | 0.01% | – |
VRSN | New | VERISIGN INC | $25,064 | – | 122 | +100.0% | 0.01% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $25,496 | – | 342 | +100.0% | 0.01% | – |
RBLX | New | ROBLOX CORPcl a | $24,760 | – | 870 | +100.0% | 0.01% | – |
NAC | New | NUVEEN CA QUALTY MUN INCOME | $25,062 | – | 2,264 | +100.0% | 0.01% | – |
LVS | New | LAS VEGAS SANDS CORP | $24,083 | – | 501 | +100.0% | 0.01% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $25,014 | – | 168 | +100.0% | 0.01% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC | $24,429 | – | 133 | +100.0% | 0.01% | – |
TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $25,529 | – | 350 | +100.0% | 0.01% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $25,122 | – | 146 | +100.0% | 0.01% | – |
NTAP | New | NETAPP INC | $23,423 | – | 390 | +100.0% | 0.01% | – |
PDCE | New | PDC ENERGY INC | $22,599 | – | 356 | +100.0% | 0.01% | – |
VPG | New | VISHAY PRECISION GROUP INC | $23,461 | – | 607 | +100.0% | 0.01% | – |
PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $21,963 | – | 1,486 | +100.0% | 0.01% | – |
RJF | New | RAYMOND JAMES FINL INC | $23,400 | – | 219 | +100.0% | 0.01% | – |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $21,900 | – | 208 | +100.0% | 0.01% | – |
DECK | New | DECKERS OUTDOOR CORP | $23,550 | – | 59 | +100.0% | 0.01% | – |
WELL | New | WELLTOWER INC | $21,959 | – | 335 | +100.0% | 0.01% | – |
GPC | New | GENUINE PARTS CO | $22,383 | – | 129 | +100.0% | 0.01% | – |
FDS | New | FACTSET RESH SYS INC | $22,067 | – | 55 | +100.0% | 0.01% | – |
AGR | New | AVANGRID INC | $21,920 | – | 510 | +100.0% | 0.01% | – |
RS | New | RELIANCE STEEL & ALUMINUM CO | $22,268 | – | 110 | +100.0% | 0.01% | – |
AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $22,306 | – | 403 | +100.0% | 0.01% | – |
NDAQ | New | NASDAQ INC | $23,006 | – | 375 | +100.0% | 0.01% | – |
LUV | New | SOUTHWEST AIRLS CO | $22,357 | – | 664 | +100.0% | 0.01% | – |
EME | New | EMCOR GROUP INC | $23,105 | – | 156 | +100.0% | 0.01% | – |
ANET | New | ARISTA NETWORKS INC | $20,751 | – | 171 | +100.0% | 0.01% | – |
MCO | New | MOODYS CORP | $21,732 | – | 78 | +100.0% | 0.01% | – |
PFF | New | ISHARES TRpfd and incm sec | $20,883 | – | 684 | +100.0% | 0.01% | – |
New | WARNER BROS DISCOVERY INC | $20,050 | – | 2,115 | +100.0% | 0.01% | – | |
LYV | New | LIVE NATION ENTERTAINMENT IN | $21,131 | – | 303 | +100.0% | 0.01% | – |
WST | New | WEST PHARMACEUTICAL SVSC INC | $20,946 | – | 89 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER CO MTN BE | $20,863 | – | 673 | +100.0% | 0.01% | – |
LDOS | New | LEIDOS HOLDINGS INC | $21,038 | – | 200 | +100.0% | 0.01% | – |
CRH | New | CRH PLCadr | $20,731 | – | 521 | +100.0% | 0.01% | – |
VALE | New | VALE S Asponsored ads | $21,382 | – | 1,260 | +100.0% | 0.01% | – |
NDSN | New | NORDSON CORP | $20,206 | – | 85 | +100.0% | 0.01% | – |
IXN | New | ISHARES TRglobal tech etf | $20,846 | – | 465 | +100.0% | 0.01% | – |
New | PROSHARES TRbitcoin strate | $21,277 | – | 2,040 | +100.0% | 0.01% | – | |
NUV | New | NUVEEN MUN VALUE FD INC | $21,190 | – | 2,464 | +100.0% | 0.01% | – |
DOV | New | DOVER CORP | $21,530 | – | 159 | +100.0% | 0.01% | – |
ACGL | New | ARCH CAP GROUP LTDord | $20,843 | – | 332 | +100.0% | 0.01% | – |
CPTKU | New | CROWN PROPTECH ACQUISITIONSunit 99/99/9999 | $20,300 | – | 2,000 | +100.0% | 0.01% | – |
EDIT | New | EDITAS MEDICINE INC | $20,179 | – | 2,275 | +100.0% | 0.01% | – |
RE | New | EVEREST RE GROUP LTD | $21,533 | – | 65 | +100.0% | 0.01% | – |
ICLR | New | ICON PLC | $20,008 | – | 103 | +100.0% | 0.01% | – |
AKTS | Sell | AKOUSTIS TECHNOLOGIES INC | $21,376 | -62.5% | 7,580 | -60.2% | 0.01% | -71.1% |
ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $21,451 | – | 463 | +100.0% | 0.01% | – |
KBH | New | KB HOME | $20,830 | – | 654 | +100.0% | 0.01% | – |
JKHY | New | HENRY JACK & ASSOC INC | $20,189 | – | 115 | +100.0% | 0.01% | – |
New | ALPS ETF TRoshares us qualt | $21,077 | – | 509 | +100.0% | 0.01% | – | |
TROW | New | PRICE T ROWE GROUP INC | $21,158 | – | 194 | +100.0% | 0.01% | – |
GTY | New | GETTY RLTY CORP NEW | $20,310 | – | 600 | +100.0% | 0.01% | – |
CAR | New | AVIS BUDGET GROUP | $21,147 | – | 129 | +100.0% | 0.01% | – |
IUSG | New | ISHARES TRput | $0 | – | 0 | +100.0% | 0.00% | – |
IJR | Exit | ISHARES TRput | $0 | – | -600 | -100.0% | -0.02% | – |
V | Exit | VISA INCput | $0 | – | -1,000 | -100.0% | -0.02% | – |
XLK | Exit | SELECT SECTOR SPDR TRput | $0 | – | -5,000 | -100.0% | -0.10% | – |
SPGS | Exit | SIMON PROPERTY GRP ACQ HOLDI | $0 | – | -16,500 | -100.0% | -0.11% | – |
IWM | Exit | ISHARES TRput | $0 | – | -3,000 | -100.0% | -0.12% | – |
DIA | Exit | SPDR DOW JONES INDL AVERAGEput | $0 | – | -3,900 | -100.0% | -0.28% | – |
XLI | Exit | SELECT SECTOR SPDR TRput | $0 | – | -26,500 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
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.