$150 Million is the total value of Resurgent Financial Advisors LLC's 489 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 31.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $7,436,219 | +5.7% | 25,793 | -12.1% | 4.95% | +33.5% |
| AAPL | Sell | APPLE INC | $7,083,049 | +6.6% | 42,954 | -16.0% | 4.72% | +34.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,938,537 | +2.3% | 9,581 | -4.3% | 2.62% | +29.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,310,930 | -27.4% | 8,087 | -32.2% | 2.20% | -8.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,124,878 | -22.7% | 9,737 | -35.8% | 2.08% | -2.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,824,005 | -7.7% | 18,547 | -8.1% | 1.88% | +16.6% |
| HD | Sell | HOME DEPOT INC | $2,729,619 | -18.6% | 9,250 | -12.9% | 1.82% | +2.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,697,106 | -3.3% | 8,735 | -3.3% | 1.80% | +22.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,668,358 | -13.3% | 20,477 | -10.7% | 1.78% | +9.5% |
| CVX | Sell | CHEVRON CORP NEW | $2,654,287 | -10.5% | 16,268 | -1.5% | 1.77% | +13.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,026,127 | +8.1% | 13,156 | +6.6% | 1.35% | +36.5% |
| AMZN | Sell | AMAZON COM INC | $1,982,032 | +3.8% | 19,189 | -15.6% | 1.32% | +31.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,975,785 | -22.8% | 12,747 | -12.0% | 1.32% | -2.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,888,785 | +9.1% | 27,091 | +4.3% | 1.26% | +37.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,860,397 | -9.0% | 17,935 | -22.6% | 1.24% | +14.8% |
| ETN | Buy | EATON CORP PLC | $1,702,949 | +12.1% | 9,939 | +2.7% | 1.13% | +41.4% |
| COP | Buy | CONOCOPHILLIPS | $1,638,552 | -13.2% | 16,516 | +3.3% | 1.09% | +9.6% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,549,629 | -27.4% | 911 | 0.0% | 1.03% | -8.4% | |
| CSCO | Buy | CISCO SYS INC | $1,535,683 | +10.5% | 29,377 | +0.7% | 1.02% | +39.4% |
| SYBT | STOCK YDS BANCORP INC | $1,506,866 | -15.1% | 27,328 | 0.0% | 1.00% | +7.2% | |
| DLN | Buy | WISDOMTREE TRus largecap divd | $1,494,087 | +0.1% | 24,153 | +0.2% | 0.99% | +26.3% |
| MPC | Sell | MARATHON PETE CORP | $1,483,535 | -3.2% | 11,003 | -16.5% | 0.99% | +22.2% |
| XOM | Sell | EXXON MOBIL CORP | $1,472,954 | -14.1% | 13,432 | -13.6% | 0.98% | +8.4% |
| NEE | Buy | NEXTERA ENERGY INC | $1,446,561 | -7.2% | 18,767 | +0.6% | 0.96% | +17.2% |
| MRK | Sell | MERCK & CO INC | $1,409,348 | -30.1% | 13,247 | -27.1% | 0.94% | -11.8% |
| PFE | Buy | PFIZER INC | $1,303,030 | -19.1% | 31,937 | +1.7% | 0.87% | +2.1% |
| WMT | Sell | WALMART INC | $1,295,375 | -18.0% | 8,785 | -21.1% | 0.86% | +3.6% |
| PEP | Sell | PEPSICO INC | $1,279,381 | -14.3% | 7,018 | -15.1% | 0.85% | +8.3% |
| BAC | Sell | BANK AMERICA CORP | $1,206,634 | -26.2% | 42,190 | -14.6% | 0.80% | -6.8% |
| NVDA | Buy | NVIDIA CORPORATION | $1,192,695 | +141.5% | 4,294 | +27.1% | 0.79% | +205.4% |
| PBT | PERMIAN BASIN RTY TRunit ben int | $1,171,200 | -3.2% | 48,000 | 0.0% | 0.78% | +22.3% | |
| DHR | Buy | DANAHER CORPORATION | $1,147,538 | -1.5% | 4,553 | +3.7% | 0.76% | +24.4% |
| QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,114,895 | +16.0% | 8,446 | -3.7% | 0.74% | +46.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,113,523 | +8.6% | 7,014 | +8.7% | 0.74% | +37.2% |
| QQQ | Sell | INVESCO QQQ TRput | $1,051,002 | -48.2% | 8,300 | -23.9% | 0.70% | -34.5% |
| VLO | Buy | VALERO ENERGY CORP | $1,043,789 | +23.3% | 7,477 | +12.0% | 0.70% | +55.8% |
| V | Sell | VISA INC | $1,042,510 | -34.2% | 4,624 | -39.4% | 0.69% | -17.0% |
| IUSB | Buy | ISHARES TRcore total usd | $940,168 | +73.9% | 20,372 | +69.3% | 0.63% | +119.6% |
| DON | Buy | WISDOMTREE TRus midcap divid | $928,347 | +0.8% | 22,654 | +1.2% | 0.62% | +27.2% |
| PWR | Buy | QUANTA SVCS INC | $920,686 | +18.0% | 5,525 | +0.9% | 0.61% | +49.1% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $856,308 | +7.5% | 26,635 | +14.4% | 0.57% | +35.7% |
| CCI | Sell | CROWN CASTLE INC | $849,081 | -10.9% | 6,344 | -9.7% | 0.56% | +12.5% |
| DIS | Sell | DISNEY WALT CO | $844,797 | +9.3% | 8,437 | -5.2% | 0.56% | +38.1% |
| AMGN | Sell | AMGEN INC | $841,048 | -19.6% | 3,479 | -12.7% | 0.56% | +1.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $828,352 | -11.3% | 5,571 | -9.5% | 0.55% | +12.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $828,491 | -3.7% | 12,633 | -3.0% | 0.55% | +21.6% |
| TXN | Buy | TEXAS INSTRS INC | $820,490 | +15.8% | 4,411 | +2.8% | 0.55% | +46.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $810,492 | -41.2% | 1,715 | -34.1% | 0.54% | -25.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $802,548 | +57.9% | 3,932 | +47.9% | 0.53% | +99.3% |
| MS | Buy | MORGAN STANLEY | $757,363 | +12.4% | 8,626 | +8.8% | 0.50% | +42.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $752,808 | +4.4% | 2,631 | -6.0% | 0.50% | +31.8% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $729,039 | +22.5% | 9,875 | +7.7% | 0.48% | +54.5% |
| UNP | Sell | UNION PAC CORP | $718,096 | -47.4% | 3,568 | -45.8% | 0.48% | -33.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $686,675 | -4.8% | 1,382 | -12.5% | 0.46% | +20.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $665,604 | -32.4% | 1,408 | -30.4% | 0.44% | -14.6% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $659,101 | +16.4% | 16,111 | +8.2% | 0.44% | +47.3% |
| CME | Buy | CME GROUP INC | $652,317 | +21.4% | 3,406 | +6.6% | 0.43% | +53.4% |
| CB | Sell | CHUBB LIMITED | $651,474 | -16.1% | 3,355 | -4.7% | 0.43% | +6.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $633,050 | -10.0% | 4,890 | -5.5% | 0.42% | +13.5% |
| WTRG | Sell | ESSENTIAL UTILS INC | $629,127 | -9.4% | 14,413 | -0.9% | 0.42% | +14.5% |
| MO | Sell | ALTRIA GROUP INC | $624,368 | -9.0% | 13,993 | -6.8% | 0.42% | +14.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $609,439 | +2.1% | 1,677 | -2.3% | 0.41% | +28.9% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $597,412 | -14.6% | 4,131 | -16.6% | 0.40% | +7.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $594,704 | -7.2% | 5,637 | -4.8% | 0.40% | +17.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $584,084 | -34.1% | 6,040 | -35.5% | 0.39% | -16.7% |
| RSG | Buy | REPUBLIC SVCS INC | $582,122 | +17.2% | 4,305 | +11.8% | 0.39% | +47.7% |
| APD | Sell | AIR PRODS & CHEMS INC | $572,122 | -28.1% | 1,992 | -22.8% | 0.38% | -9.1% |
| BACPRL | Buy | BANK AMERICA CORP7.25%cnv pfd l | $546,512 | +7.6% | 468 | +6.8% | 0.36% | +35.8% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $542,346 | +3.1% | 16,885 | -4.7% | 0.36% | +30.3% |
| HIW | Buy | HIGHWOODS PPTYS INC | $542,199 | -15.3% | 23,381 | +2.2% | 0.36% | +7.1% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $541,235 | +14.1% | 2,056 | -12.0% | 0.36% | +44.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $539,573 | -3.8% | 14,233 | -11.2% | 0.36% | +21.3% |
| TSLA | Sell | TESLA INC | $529,231 | +65.7% | 2,551 | -1.6% | 0.35% | +109.5% |
| XBI | Buy | SPDR SER TRs&p biotech | $515,064 | +15.8% | 6,758 | +26.1% | 0.34% | +46.6% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $513,753 | +3.8% | 6,210 | -6.4% | 0.34% | +31.0% |
| DE | Sell | DEERE & CO | $511,145 | -19.3% | 1,238 | -16.2% | 0.34% | +1.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $507,903 | -20.2% | 13,060 | -19.1% | 0.34% | +0.9% |
| Buy | SHELL PLCspon ads | $501,461 | +82.9% | 8,715 | +81.0% | 0.33% | +130.3% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $497,891 | -51.6% | 10,205 | -52.2% | 0.33% | -38.9% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $489,528 | -1.0% | 14,343 | -4.4% | 0.33% | +24.9% |
| DUK | Sell | DUKE ENERGY CORP NEW | $488,910 | -26.5% | 5,068 | -21.6% | 0.32% | -7.4% |
| ASML | Buy | ASML HOLDING N V | $479,220 | +246.7% | 704 | +178.3% | 0.32% | +337.0% |
| ABBV | Sell | ABBVIE INC | $470,779 | -57.1% | 2,954 | -56.5% | 0.31% | -45.9% |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $447,294 | +46.0% | 23,704 | +35.2% | 0.30% | +85.1% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $432,928 | -30.0% | 5,300 | -8.6% | 0.29% | -11.7% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $411,821 | -30.6% | 4,548 | -35.0% | 0.27% | -12.5% |
| IEX | Sell | IDEX CORP | $405,227 | -3.5% | 1,754 | -4.6% | 0.27% | +22.2% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $401,971 | +1048.9% | 3,240 | +955.4% | 0.27% | +1388.9% |
| HDV | Sell | ISHARES TRcore high dv etf | $394,441 | -3.8% | 3,880 | -1.3% | 0.26% | +21.8% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $386,767 | +7.1% | 7,996 | 0.0% | 0.26% | +35.3% | |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $384,281 | -3.2% | 17,349 | -2.1% | 0.26% | +22.5% |
| INTC | Sell | INTEL CORP | $377,894 | +0.8% | 11,567 | -18.4% | 0.25% | +27.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $371,365 | -35.3% | 3,727 | -37.0% | 0.25% | -18.5% |
| MDT | Sell | MEDTRONIC PLC | $359,001 | -5.0% | 4,453 | -8.4% | 0.24% | +20.1% |
| TGT | Sell | TARGET CORP | $359,086 | +4.6% | 2,168 | -5.9% | 0.24% | +32.0% |
| CELH | Buy | CELSIUS HLDGS INC | $354,473 | -10.0% | 3,814 | +0.8% | 0.24% | +13.5% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $349,363 | +0.4% | 4,170 | -15.8% | 0.23% | +26.6% |
| BDX | Sell | BECTON DICKINSON & CO | $339,130 | -15.4% | 1,370 | -13.1% | 0.23% | +7.1% |
| MBB | Buy | ISHARES TRmbs etf | $338,470 | +28.0% | 3,573 | +25.3% | 0.22% | +61.9% |
| EFG | Buy | ISHARES TReafe grwth etf | $337,529 | +68.6% | 3,603 | +50.8% | 0.22% | +112.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $330,748 | +49.6% | 6,779 | +43.2% | 0.22% | +88.0% |
| XLE | SELECT SECTOR SPDR TRenergy | $323,616 | -5.3% | 3,907 | 0.0% | 0.22% | +19.4% | |
| MCD | Sell | MCDONALDS CORP | $314,130 | -46.9% | 1,123 | -50.0% | 0.21% | -33.0% |
| GOVT | Sell | ISHARES TRus treas bd etf | $307,798 | -3.0% | 13,165 | -5.7% | 0.20% | +22.8% |
| C | Sell | CITIGROUP INC | $302,892 | -3.0% | 6,460 | -6.5% | 0.20% | +22.4% |
| AVGO | Sell | BROADCOM INC | $300,883 | -42.3% | 469 | -49.7% | 0.20% | -27.3% |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $296,908 | +9.8% | 7,432 | +12.0% | 0.20% | +38.5% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $297,240 | +45.9% | 6,331 | +43.7% | 0.20% | +85.0% |
| NTR | New | NUTRIEN LTD | $294,883 | – | 3,993 | +100.0% | 0.20% | – |
| ORCL | Sell | ORACLE CORP | $294,371 | -2.9% | 3,168 | -14.6% | 0.20% | +22.5% |
| TJX | Sell | TJX COS INC NEW | $288,286 | -20.6% | 3,679 | -19.3% | 0.19% | +0.5% |
| EFV | Sell | ISHARES TReafe value etf | $286,861 | -0.2% | 5,911 | -5.6% | 0.19% | +26.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $284,711 | -3.5% | 4,196 | -6.7% | 0.19% | +22.6% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $281,320 | +9.3% | 730 | -4.6% | 0.19% | +37.5% |
| USMV | Sell | ISHARES TRmsci usa min vol | $278,231 | -2.4% | 3,825 | -3.2% | 0.18% | +23.3% |
| BG | Buy | BUNGE LIMITED | $277,295 | +4.5% | 2,903 | +9.2% | 0.18% | +32.1% |
| IFRA | Buy | ISHARES TRus infrastruc | $273,369 | +15.6% | 7,325 | +12.3% | 0.18% | +45.6% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $271,901 | -9.6% | 7,155 | -5.9% | 0.18% | +13.8% |
| MOO | Buy | VANECK ETF TRUSTagribusiness etf | $270,743 | +12.2% | 3,117 | +10.8% | 0.18% | +41.7% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $264,740 | -1.6% | 14,000 | -6.7% | 0.18% | +23.9% |
| New | LINDE PLC | $259,469 | – | 731 | +100.0% | 0.17% | – | |
| TMUS | Sell | T-MOBILE US INC | $256,946 | +1.0% | 1,774 | -2.4% | 0.17% | +27.6% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $252,767 | +15.5% | 5,124 | +11.1% | 0.17% | +46.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $250,893 | -12.2% | 767 | -7.8% | 0.17% | +10.6% |
| DVN | Buy | DEVON ENERGY CORP NEW | $248,040 | -7.5% | 4,901 | +12.4% | 0.16% | +17.0% |
| WMB | Sell | WILLIAMS COS INC | $243,210 | -34.1% | 8,145 | -27.4% | 0.16% | -16.9% |
| BP | Sell | BP PLCsponsored adr | $239,857 | +0.6% | 6,322 | -7.4% | 0.16% | +27.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $238,608 | -35.1% | 1,230 | -41.8% | 0.16% | -18.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $235,734 | -39.7% | 2,424 | -37.2% | 0.16% | -23.8% |
| TFC | Sell | TRUIST FINL CORP | $234,983 | -54.2% | 6,891 | -42.2% | 0.16% | -42.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $231,701 | -26.7% | 402 | -30.0% | 0.15% | -7.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $229,428 | -47.1% | 917 | -48.9% | 0.15% | -33.2% |
| CVS | Sell | CVS HEALTH CORP | $227,998 | -52.1% | 3,068 | -39.9% | 0.15% | -39.4% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $228,550 | -45.5% | 2,457 | -56.4% | 0.15% | -31.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $224,163 | +25.8% | 3,036 | +22.4% | 0.15% | +58.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $222,554 | -63.9% | 3,211 | -62.5% | 0.15% | -54.5% |
| TAIL | CAMBRIA ETF TRtail risk | $220,500 | -3.9% | 15,000 | 0.0% | 0.15% | +21.5% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $217,787 | +2.2% | 762 | -4.6% | 0.14% | +29.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $215,618 | -9.0% | 1,561 | -7.5% | 0.14% | +15.2% |
| EOG | Sell | EOG RES INC | $214,931 | -53.3% | 1,875 | -47.2% | 0.14% | -41.2% |
| BCI | Buy | ABRDN ETFS | $213,142 | +3.1% | 10,262 | +9.5% | 0.14% | +30.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $205,816 | -41.3% | 1,979 | -49.9% | 0.14% | -25.9% |
| PSX | Sell | PHILLIPS 66 | $205,396 | -12.0% | 2,026 | -9.7% | 0.14% | +11.4% |
| SBUX | Buy | STARBUCKS CORP | $205,344 | +37.1% | 1,972 | +30.6% | 0.14% | +73.4% |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $203,576 | -0.7% | 10,093 | 0.0% | 0.14% | +25.9% | |
| T | Sell | AT&T INC | $203,088 | -65.9% | 10,550 | -67.4% | 0.14% | -57.0% |
| KO | Buy | COCA COLA CO | $201,349 | +7.1% | 3,246 | +9.8% | 0.13% | +35.4% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $201,737 | +15.6% | 4,719 | +4.6% | 0.13% | +45.7% |
| EQIX | Sell | EQUINIX INC | $199,728 | -60.3% | 277 | -63.9% | 0.13% | -49.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $200,069 | -3.9% | 2,692 | +8.5% | 0.13% | +20.9% |
| BBY | Sell | BEST BUY INC | $200,136 | -4.1% | 2,557 | -1.7% | 0.13% | +20.9% |
| KKR | Sell | KKR & CO INC | $195,795 | +6.0% | 3,728 | -6.3% | 0.13% | +34.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $192,042 | +24.0% | 3,926 | +20.2% | 0.13% | +56.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $190,572 | -53.6% | 1,946 | -52.2% | 0.13% | -41.2% |
| GLD | SPDR GOLD TR | $190,366 | +8.0% | 1,039 | 0.0% | 0.13% | +36.6% | |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $187,766 | +19.1% | 3,968 | +10.7% | 0.12% | +50.6% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $186,777 | +156.0% | 2,799 | +130.4% | 0.12% | +226.3% |
| ENB | Sell | ENBRIDGE INC | $184,265 | -41.2% | 4,830 | -39.7% | 0.12% | -25.5% |
| LLY | Sell | LILLY ELI & CO | $180,296 | -29.4% | 525 | -24.8% | 0.12% | -11.1% |
| WM | Sell | WASTE MGMT INC DEL | $178,671 | -12.9% | 1,095 | -16.3% | 0.12% | +10.2% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $179,010 | +61.7% | 7,020 | +30.3% | 0.12% | +105.2% |
| ATO | Buy | ATMOS ENERGY CORP | $179,102 | +137.8% | 1,594 | +137.2% | 0.12% | +197.5% |
| GILD | Sell | GILEAD SCIENCES INC | $175,316 | -51.7% | 2,113 | -50.0% | 0.12% | -38.7% |
| CTAS | Buy | CINTAS CORP | $173,042 | +49.7% | 374 | +46.1% | 0.12% | +88.5% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $171,298 | +51.7% | 371 | +79.2% | 0.11% | +90.0% |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $169,435 | – | 2,061 | +100.0% | 0.11% | – |
| AMT | Sell | AMERICAN TOWER CORP NEW | $167,967 | -55.3% | 822 | -53.7% | 0.11% | -43.4% |
| MRO | Sell | MARATHON OIL CORP | $168,175 | -31.0% | 7,019 | -22.0% | 0.11% | -12.5% |
| CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $168,726 | +33.7% | 3,384 | +25.1% | 0.11% | +67.2% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $167,455 | +20.8% | 898 | +2.4% | 0.11% | +52.1% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $162,917 | -24.3% | 15,620 | -22.7% | 0.11% | -4.4% |
| HCA | Buy | HCA HEALTHCARE INC | $162,163 | +54.6% | 615 | +40.7% | 0.11% | +96.4% |
| ABT | Sell | ABBOTT LABS | $162,117 | -58.4% | 1,601 | -54.9% | 0.11% | -47.6% |
| ESGU | Sell | ISHARES TResg awr msci usa | $161,091 | -65.5% | 1,781 | -67.6% | 0.11% | -56.5% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $157,922 | -3.2% | 1,779 | -11.1% | 0.10% | +22.1% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $155,655 | -2.1% | 3,089 | -2.2% | 0.10% | +23.8% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $156,505 | -29.5% | 3,465 | -34.5% | 0.10% | -11.1% |
| PXD | Sell | PIONEER NAT RES CO | $156,448 | -33.2% | 766 | -25.3% | 0.10% | -15.4% |
| CRM | Sell | SALESFORCE INC | $151,433 | -40.5% | 758 | -60.5% | 0.10% | -24.6% |
| SRE | Buy | SEMPRA | $150,707 | +30.4% | 997 | +33.3% | 0.10% | +63.9% |
| IXUS | Sell | ISHARES TRcore msci total | $149,795 | +2.1% | 2,418 | -4.6% | 0.10% | +29.9% |
| RY | Sell | ROYAL BK CDA SUSTAINABL | $150,061 | -35.4% | 1,570 | -36.4% | 0.10% | -18.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $147,104 | +67.4% | 1,585 | +34.3% | 0.10% | +113.0% |
| LOW | Sell | LOWES COS INC | $146,778 | -50.0% | 734 | -50.1% | 0.10% | -36.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $145,883 | +3.4% | 55 | -21.4% | 0.10% | +31.1% |
| NVO | Sell | NOVO-NORDISK A Sadr | $143,544 | +16.6% | 902 | -0.9% | 0.10% | +47.7% |
| ZTS | Buy | ZOETIS INCcl a | $143,971 | +24.5% | 865 | +9.6% | 0.10% | +57.4% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $144,424 | -33.5% | 785 | -39.2% | 0.10% | -15.8% |
| PSQ | PROSHARES TRshort qqq new | $142,506 | -17.3% | 11,700 | 0.0% | 0.10% | +4.4% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $141,949 | +89.3% | 969 | +97.0% | 0.09% | +135.0% |
| QCOM | Sell | QUALCOMM INC | $140,211 | -27.7% | 1,099 | -37.7% | 0.09% | -8.8% |
| OVB | Buy | LISTED FD TRshares core bd | $139,895 | +10.0% | 6,645 | +5.9% | 0.09% | +38.8% |
| BAND | Buy | BANDWIDTH INC | $137,560 | +96.5% | 9,050 | +196.7% | 0.09% | +148.6% |
| GLW | Sell | CORNING INC | $134,770 | -42.3% | 3,820 | -47.7% | 0.09% | -26.8% |
| WAT | WATERS CORP | $134,070 | -9.6% | 433 | 0.0% | 0.09% | +14.1% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $129,451 | -28.3% | 3,204 | -30.9% | 0.09% | -9.5% |
| BLK | Sell | BLACKROCK INC | $127,802 | -67.6% | 191 | -65.7% | 0.08% | -59.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $128,260 | -23.9% | 605 | -11.5% | 0.08% | -4.5% |
| PPG | Sell | PPG INDS INC | $125,966 | -21.2% | 943 | -25.8% | 0.08% | 0.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $126,460 | -55.4% | 1,768 | -59.1% | 0.08% | -43.6% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $123,987 | +17.3% | 1,903 | +0.1% | 0.08% | +48.2% |
| AIG | Sell | AMERICAN INTL GROUP INC | $123,684 | -32.5% | 2,456 | -15.2% | 0.08% | -15.5% |
| SHV | Sell | ISHARES TRshort treas bd | $121,550 | -10.5% | 1,100 | -10.9% | 0.08% | +12.5% |
| AVB | Sell | AVALONBAY CMNTYS INC | $121,562 | -0.3% | 723 | -4.2% | 0.08% | +26.6% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $121,134 | -4.0% | 528 | -1.5% | 0.08% | +20.9% |
| SPGI | Sell | S&P GLOBAL INC | $122,049 | -42.1% | 354 | -43.7% | 0.08% | -27.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $121,847 | -6.9% | 683 | -9.1% | 0.08% | +17.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $117,992 | +3.9% | 257 | +0.4% | 0.08% | +31.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $119,005 | +443.4% | 867 | +316.8% | 0.08% | +558.3% |
| SHW | Sell | SHERWIN WILLIAMS CO | $117,555 | -48.0% | 523 | -45.1% | 0.08% | -34.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $117,593 | +31.7% | 2,245 | +109.4% | 0.08% | +66.0% |
| Sell | APOLLO GLOBAL MGMT INC | $115,014 | -41.4% | 1,821 | -40.8% | 0.08% | -25.2% | |
| AON | Buy | AON PLC | $114,135 | +11.2% | 362 | +5.8% | 0.08% | +40.7% |
| MET | Sell | METLIFE INC | $113,737 | -26.1% | 1,963 | -7.7% | 0.08% | -6.2% |
| FB | Sell | META PLATFORMS INCcl a | $112,964 | -35.4% | 533 | -63.3% | 0.08% | -18.5% |
| D | Buy | DOMINION ENERGY INC | $111,988 | +96.0% | 2,003 | +114.9% | 0.08% | +150.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $112,376 | +46.9% | 255 | +44.1% | 0.08% | +87.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $112,124 | -19.9% | 1,492 | -16.0% | 0.08% | +1.4% |
| SNPS | Buy | SYNOPSYS INC | $112,785 | +36.4% | 292 | +12.7% | 0.08% | +70.5% |
| TMFC | RBB FD INCmotley fol etf | $109,620 | +16.4% | 3,094 | 0.0% | 0.07% | +46.0% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $108,746 | +7.1% | 1,333 | 0.0% | 0.07% | +33.3% | |
| AXP | Sell | AMERICAN EXPRESS CO | $108,042 | -6.0% | 655 | -15.8% | 0.07% | +18.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $107,376 | -69.3% | 800 | -68.9% | 0.07% | -61.4% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $105,242 | +13.9% | 1,427 | +11.6% | 0.07% | +42.9% |
| CI | Sell | THE CIGNA GROUP | $104,767 | -66.7% | 410 | -56.8% | 0.07% | -57.8% |
| VOO | Sell | VANGUARD INDEX FDS | $104,547 | -20.2% | 278 | -25.5% | 0.07% | +1.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $104,378 | +186.9% | 1,542 | +198.8% | 0.07% | +263.2% |
| GDV | GABELLI DIVID & INCOME TR | $104,366 | +0.9% | 5,020 | 0.0% | 0.07% | +25.5% | |
| GIS | Buy | GENERAL MLS INC | $101,868 | +13.1% | 1,192 | +11.0% | 0.07% | +44.7% |
| HAL | Sell | HALLIBURTON CO | $100,647 | -37.2% | 3,181 | -21.9% | 0.07% | -20.2% |
| IBB | ISHARES TRishares biotech | $100,486 | -1.6% | 778 | 0.0% | 0.07% | +24.1% | |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $98,308 | – | 508 | +100.0% | 0.06% | – |
| NKE | Sell | NIKE INCcl b | $97,008 | -34.8% | 791 | -37.8% | 0.06% | -16.7% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $97,458 | -4.7% | 721 | -3.6% | 0.06% | +20.4% |
| CP | Sell | CANADIAN PAC RY LTD | $96,560 | -33.0% | 1,255 | -35.0% | 0.06% | -15.8% |
| OMC | Sell | OMNICOM GROUP INC | $96,132 | +12.9% | 1,019 | -2.4% | 0.06% | +42.2% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $92,594 | -13.6% | 1,127 | -14.7% | 0.06% | +8.8% |
| SYK | Sell | STRYKER CORPORATION | $93,063 | -40.5% | 326 | -49.1% | 0.06% | -24.4% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $91,760 | -33.1% | 1,322 | -34.7% | 0.06% | -15.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $92,032 | -26.6% | 939 | -51.5% | 0.06% | -7.6% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $91,910 | +11.2% | 1,132 | +4.2% | 0.06% | +38.6% |
| IDEV | Sell | ISHARES TRcore msci intl | $91,370 | -26.6% | 1,511 | -32.0% | 0.06% | -7.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $91,663 | +16.6% | 607 | -4.0% | 0.06% | +48.8% |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $89,982 | – | 264 | +100.0% | 0.06% | – |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $89,112 | +11.5% | 778 | +5.3% | 0.06% | +40.5% |
| FIVG | Sell | ETF SER SOLUTIONSdefiance next | $89,189 | +0.2% | 2,720 | -8.7% | 0.06% | +25.5% |
| TRV | Sell | TRAVELERS COMPANIES INC | $87,076 | -24.8% | 508 | -17.8% | 0.06% | -4.9% |
| BA | Sell | BOEING CO | $86,884 | -26.9% | 409 | -34.5% | 0.06% | -7.9% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $85,788 | -36.7% | 617 | -33.5% | 0.06% | -19.7% |
| DEO | Buy | DIAGEO PLCspon adr new | $85,879 | +17.3% | 474 | +15.3% | 0.06% | +46.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $85,741 | -93.9% | 1,342 | -94.4% | 0.06% | -92.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $85,628 | +5.9% | 805 | -0.9% | 0.06% | +32.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $82,317 | -32.7% | 751 | -35.3% | 0.06% | -15.4% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $82,346 | -64.1% | 905 | -62.6% | 0.06% | -54.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $82,818 | -88.7% | 372 | -87.9% | 0.06% | -85.8% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $80,452 | +11.9% | 962 | +6.2% | 0.05% | +42.1% |
| ITA | Sell | ISHARES TRus aer def etf | $81,707 | -44.2% | 710 | -45.8% | 0.05% | -29.9% |
| AEM | AGNICO EAGLE MINES LTD | $80,889 | -2.0% | 1,587 | 0.0% | 0.05% | +25.6% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $77,764 | -51.9% | 265 | -57.8% | 0.05% | -38.8% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $77,792 | -46.3% | 1,134 | -44.2% | 0.05% | -31.6% |
| RWM | Buy | PROSHARES TRshrt russell2000 | $78,598 | +68.3% | 3,279 | +72.8% | 0.05% | +108.0% |
| F | Sell | FORD MTR CO DEL | $78,485 | -54.8% | 6,229 | -58.3% | 0.05% | -43.5% |
| PANW | Sell | PALO ALTO NETWORKS INC | $76,501 | -17.8% | 383 | -42.6% | 0.05% | +4.1% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $76,133 | +0.8% | 2,666 | +0.4% | 0.05% | +27.5% |
| SAP | Sell | SAP SEspon adr | $76,310 | +3.4% | 603 | -15.7% | 0.05% | +30.8% |
| INTU | Sell | INTUIT | $75,345 | -4.6% | 169 | -16.7% | 0.05% | +19.0% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $74,710 | -30.8% | 88 | -31.2% | 0.05% | -12.3% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $75,632 | +5.6% | 360 | -19.3% | 0.05% | +31.6% |
| IQV | Sell | IQVIA HLDGS INC | $72,993 | -72.6% | 367 | -71.8% | 0.05% | -65.2% |
| BCE | Sell | BCE INC | $73,366 | -64.5% | 1,638 | -65.1% | 0.05% | -55.0% |
| QDF | Sell | FLEXSHARES TRqualt divd idx | $73,571 | -23.2% | 1,351 | -25.8% | 0.05% | -2.0% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $71,966 | -62.6% | 292 | -62.3% | 0.05% | -52.5% |
| VMC | Sell | VULCAN MATLS CO | $72,570 | -7.5% | 423 | -5.6% | 0.05% | +17.1% |
| AMAT | Sell | APPLIED MATLS INC | $71,978 | +12.0% | 586 | -11.2% | 0.05% | +41.2% |
| MKTX | Sell | MARKETAXESS HLDGS INC | $72,780 | +31.8% | 186 | -6.1% | 0.05% | +65.5% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $72,241 | -7.5% | 1,532 | -8.9% | 0.05% | +17.1% |
| TRGP | TARGA RES CORP | $72,366 | -0.7% | 992 | 0.0% | 0.05% | +26.3% | |
| ADI | Sell | ANALOG DEVICES INC | $71,788 | +1.1% | 364 | -15.9% | 0.05% | +29.7% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $71,208 | +5.9% | 3,600 | +6.3% | 0.05% | +34.3% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $71,206 | -64.7% | 226 | -67.7% | 0.05% | -55.7% |
| TIP | Sell | ISHARES TRtips bd etf | $70,009 | -42.9% | 635 | -44.9% | 0.05% | -27.7% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $68,575 | -16.9% | 984 | -9.6% | 0.05% | +7.0% |
| MELI | Sell | MERCADOLIBRE INC | $68,539 | -47.7% | 52 | -66.5% | 0.05% | -33.3% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $68,519 | -64.1% | 657 | -64.6% | 0.05% | -54.0% |
| AR | ANTERO RESOURCES CORP | $69,270 | -25.5% | 3,000 | 0.0% | 0.05% | -6.1% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $67,086 | -8.6% | 1,940 | -1.2% | 0.04% | +15.4% |
| MMM | Sell | 3M CO | $67,796 | -51.9% | 645 | -45.1% | 0.04% | -39.2% |
| KHC | Buy | KRAFT HEINZ CO | $67,943 | -3.9% | 1,757 | +1.2% | 0.04% | +21.6% |
| ACLS | AXCELIS TECHNOLOGIES INC | $66,625 | +67.9% | 500 | 0.0% | 0.04% | +109.5% | |
| PH | New | PARKER-HANNIFIN CORP | $66,214 | – | 197 | +100.0% | 0.04% | – |
| ETR | Buy | ENTERGY CORP NEW | $66,583 | +26.5% | 618 | +32.1% | 0.04% | +57.1% |
| SO | Sell | SOUTHERN CO | $64,988 | -75.8% | 934 | -75.2% | 0.04% | -69.7% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $62,605 | +3.5% | 1,493 | 0.0% | 0.04% | +31.2% | |
| VRSK | Sell | VERISK ANALYTICS INC | $63,314 | -7.5% | 330 | -14.9% | 0.04% | +16.7% |
| HL | HECLA MNG CO | $63,300 | +13.8% | 10,000 | 0.0% | 0.04% | +44.8% | |
| Sell | GSK PLCsponsored adr | $63,617 | -37.1% | 1,788 | -37.9% | 0.04% | -20.8% | |
| PSJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc software | $63,002 | +25.4% | 621 | +12.5% | 0.04% | +61.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $62,381 | -93.9% | 818 | -94.0% | 0.04% | -92.2% |
| EIX | Sell | EDISON INTL | $63,319 | -1.3% | 897 | -11.0% | 0.04% | +23.5% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $61,135 | -90.6% | 481 | -88.3% | 0.04% | -88.0% |
| TX | TERNIUM SAsponsored ads | $61,890 | +35.0% | 1,500 | 0.0% | 0.04% | +70.8% | |
| NUE | Sell | NUCOR CORP | $60,089 | -7.2% | 389 | -20.8% | 0.04% | +17.6% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $60,653 | -77.9% | 646 | -80.4% | 0.04% | -72.2% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $60,628 | +21.6% | 555 | +14.4% | 0.04% | +53.8% |
| PSA | Sell | PUBLIC STORAGE | $60,730 | +6.2% | 201 | -1.5% | 0.04% | +33.3% |
| AZO | Sell | AUTOZONE INC | $58,996 | -4.3% | 24 | -4.0% | 0.04% | +18.2% |
| ALL | Sell | ALLSTATE CORP | $58,175 | -49.3% | 525 | -37.9% | 0.04% | -35.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $58,349 | -2.1% | 813 | -6.3% | 0.04% | +25.8% |
| SOXX | ISHARES TRishares semicdtr | $59,141 | +27.8% | 133 | 0.0% | 0.04% | +62.5% | |
| MSCI | Sell | MSCI INC | $59,327 | -20.3% | 106 | -33.8% | 0.04% | 0.0% |
| YUMC | YUM CHINA HLDGS INC | $57,558 | +16.0% | 908 | 0.0% | 0.04% | +46.2% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $56,625 | -11.3% | 1,059 | -16.8% | 0.04% | +11.8% |
| USB | Buy | US BANCORP DEL | $57,608 | -13.7% | 1,598 | +4.4% | 0.04% | +8.6% |
| FITB | Buy | FIFTH THIRD BANCORP | $57,249 | -13.9% | 2,149 | +6.0% | 0.04% | +8.6% |
| MU | Sell | MICRON TECHNOLOGY INC | $56,961 | -44.9% | 944 | -54.4% | 0.04% | -29.6% |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $57,743 | +7.1% | 1,460 | 0.0% | 0.04% | +35.7% | |
| MMC | Sell | MARSH & MCLENNAN COS INC | $55,794 | -32.4% | 335 | -32.9% | 0.04% | -15.9% |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $55,089 | +53.0% | 2,847 | +19.6% | 0.04% | +94.7% |
| IGV | ISHARES TRexpanded tech | $55,151 | +19.1% | 181 | 0.0% | 0.04% | +54.2% | |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $54,287 | +4.3% | 1,186 | +0.2% | 0.04% | +33.3% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $53,491 | -48.2% | 399 | -47.8% | 0.04% | -33.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $53,844 | -43.0% | 1,365 | -45.2% | 0.04% | -28.0% |
| IYH | ISHARES TRus hlthcare etf | $54,612 | -3.8% | 200 | 0.0% | 0.04% | +20.0% | |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $51,960 | +8.4% | 363 | +0.3% | 0.04% | +40.0% |
| LVHD | LEGG MASON ETF INVTfranklin us low | $52,192 | -2.0% | 1,400 | 0.0% | 0.04% | +25.0% | |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $50,501 | -24.8% | 550 | -25.1% | 0.03% | -2.9% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $50,526 | +2.8% | 745 | -2.5% | 0.03% | +30.8% |
| CINF | Buy | CINCINNATI FINL CORP | $49,876 | +34.2% | 445 | +22.6% | 0.03% | +65.0% |
| LUMN | New | LUMEN TECHNOLOGIES INC | $49,025 | – | 18,500 | +100.0% | 0.03% | – |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $49,073 | +1.5% | 642 | 0.0% | 0.03% | +32.0% | |
| PAYX | Sell | PAYCHEX INC | $49,159 | -3.1% | 429 | -2.3% | 0.03% | +22.2% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $48,421 | -80.1% | 820 | -79.1% | 0.03% | -75.2% |
| DTD | WISDOMTREE TRus total dividnd | $48,230 | -0.1% | 796 | 0.0% | 0.03% | +28.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $48,372 | -42.6% | 369 | -38.3% | 0.03% | -27.3% |
| BKH | New | BLACK HILLS CORP | $48,776 | – | 773 | +100.0% | 0.03% | – |
| DGRO | Sell | ISHARES TRcore div grwth | $47,940 | -78.5% | 959 | -78.5% | 0.03% | -72.9% |
| BAX | Sell | BAXTER INTL INC | $47,171 | -79.4% | 1,163 | -74.1% | 0.03% | -74.4% |
| DLTR | Sell | DOLLAR TREE INC | $46,367 | -33.5% | 323 | -34.5% | 0.03% | -16.2% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $45,870 | +34.1% | 1,232 | +20.0% | 0.03% | +72.2% |
| BUG | Sell | GLOBAL X FDScybrscurty etf | $46,900 | -35.4% | 2,000 | -42.9% | 0.03% | -18.4% |
| FISV | Sell | FISERV INC | $45,890 | -37.8% | 406 | -44.4% | 0.03% | -20.5% |
| CTVA | Sell | CORTEVA INC | $47,283 | -19.5% | 784 | -21.5% | 0.03% | 0.0% |
| KEY | Sell | KEYCORP | $44,596 | -81.3% | 3,562 | -74.0% | 0.03% | -76.2% |
| IAU | Sell | ISHARES GOLD TRishares new | $45,480 | -42.9% | 1,217 | -47.1% | 0.03% | -28.6% |
| SNY | Sell | SANOFIsponsored adr | $45,332 | -29.4% | 833 | -37.1% | 0.03% | -11.8% |
| AFL | Sell | AFLAC INC | $44,906 | -73.3% | 696 | -70.2% | 0.03% | -66.3% |
| VTR | Sell | VENTAS INC | $45,301 | -9.0% | 1,045 | -5.4% | 0.03% | +15.4% |
| ACI | ALBERTSONS COS INC | $44,989 | +0.2% | 2,165 | 0.0% | 0.03% | +25.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $44,770 | +0.4% | 135 | 0.0% | 0.03% | +25.0% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $44,820 | +57.9% | 236 | +52.3% | 0.03% | +100.0% |
| HP | Sell | HELMERICH & PAYNE INC | $44,688 | -31.1% | 1,250 | -4.5% | 0.03% | -11.8% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $42,956 | -4.3% | 705 | -10.2% | 0.03% | +20.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $43,699 | -0.1% | 506 | -2.1% | 0.03% | +26.1% |
| WSBC | WESBANCO INC | $41,537 | -17.0% | 1,353 | 0.0% | 0.03% | +7.7% | |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $42,448 | -77.7% | 3,790 | -71.9% | 0.03% | -72.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $42,479 | +55.7% | 1,178 | +49.5% | 0.03% | +100.0% |
| GM | Sell | GENERAL MTRS CO | $42,365 | -44.7% | 1,155 | -49.3% | 0.03% | -30.0% |
| NEAR | ISHARES U S ETF TRblackrock st mat | $42,309 | +0.7% | 853 | 0.0% | 0.03% | +27.3% | |
| UL | Sell | UNILEVER PLCspon adr new | $42,375 | -26.5% | 816 | -28.7% | 0.03% | -6.7% |
| SYY | Sell | SYSCO CORP | $42,168 | -75.7% | 546 | -76.0% | 0.03% | -69.6% |
| SYF | SYNCHRONY FINANCIAL | $41,672 | -11.5% | 1,433 | 0.0% | 0.03% | +12.0% | |
| IGSB | New | ISHARES TR | $41,746 | – | 826 | +100.0% | 0.03% | – |
| URI | Sell | UNITED RENTALS INC | $41,159 | -61.1% | 104 | -65.1% | 0.03% | -51.8% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $40,037 | -27.4% | 1,140 | -17.3% | 0.03% | -6.9% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $41,308 | -3.2% | 650 | -10.7% | 0.03% | +22.7% |
| IUSV | ISHARES TRcore s&p us vlu | $40,727 | +4.5% | 552 | 0.0% | 0.03% | +28.6% | |
| IDV | ISHARES TRintl sel div etf | $40,493 | +1.2% | 1,473 | 0.0% | 0.03% | +28.6% | |
| SDY | SPDR SER TRs&p divid etf | $39,958 | -1.1% | 323 | 0.0% | 0.03% | +28.6% | |
| GOLD | BARRICK GOLD CORP | $38,737 | +8.1% | 2,086 | 0.0% | 0.03% | +36.8% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $39,470 | -3.5% | 894 | 0.0% | 0.03% | +18.2% | |
| DOL | Buy | WISDOMTREE TRintl lrgcap dv | $38,966 | +7.1% | 834 | +1.0% | 0.03% | +36.8% |
| MRNA | Sell | MODERNA INC | $38,856 | -48.4% | 253 | -39.6% | 0.03% | -35.0% |
| KRBN | KRANESHARES TRglobal carb stra | $39,650 | +8.7% | 1,000 | 0.0% | 0.03% | +36.8% | |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $39,082 | -6.5% | 724 | -8.9% | 0.03% | +18.2% |
| SJM | Sell | SMUCKER J M CO | $39,028 | -11.7% | 248 | -11.1% | 0.03% | +13.0% |
| PGR | Sell | PROGRESSIVE CORP | $39,342 | -11.3% | 275 | -19.6% | 0.03% | +13.0% |
| IYC | ISHARES TRus consum discre | $39,137 | +13.6% | 605 | 0.0% | 0.03% | +44.4% | |
| WPC | Sell | WP CAREY INC | $39,422 | -18.0% | 509 | -17.2% | 0.03% | +4.0% |
| ARCC | Sell | ARES CAPITAL CORP | $39,657 | -60.1% | 2,170 | -59.7% | 0.03% | -50.0% |
| LKQ | Sell | LKQ CORP | $38,029 | -8.9% | 670 | -14.3% | 0.02% | +13.6% |
| IAI | ISHARES TRus br del se etf | $37,756 | -4.7% | 412 | 0.0% | 0.02% | +19.0% | |
| IGIB | Sell | ISHARES TR | $37,383 | -72.2% | 729 | -73.1% | 0.02% | -64.8% |
| GAB | GABELLI EQUITY TR INC | $37,827 | +4.7% | 6,590 | 0.0% | 0.02% | +31.6% | |
| ES | Buy | EVERSOURCE ENERGY | $36,860 | +36.5% | 471 | +46.3% | 0.02% | +78.6% |
| CFG | Buy | CITIZENS FINL GROUP INC | $38,114 | +36.5% | 1,255 | +77.0% | 0.02% | +66.7% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $36,893 | -81.7% | 188 | -80.5% | 0.02% | -76.4% |
| KR | Sell | KROGER CO | $37,422 | +7.5% | 758 | -2.9% | 0.02% | +38.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $36,021 | -50.1% | 141 | -48.2% | 0.02% | -36.8% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $36,735 | -0.8% | 1,192 | -7.4% | 0.02% | +20.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $33,840 | -85.5% | 139 | -86.8% | 0.02% | -81.3% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $35,256 | -65.7% | 556 | -66.4% | 0.02% | -57.4% |
| ADSK | Sell | AUTODESK INC | $34,971 | -24.5% | 168 | -32.3% | 0.02% | -4.2% |
| NOW | Sell | SERVICENOW INC | $33,925 | -2.9% | 73 | -18.9% | 0.02% | +27.8% |
| CHK | Buy | CHESAPEAKE ENERGY CORP | $34,218 | -17.4% | 450 | +2.5% | 0.02% | +4.5% |
| IQDG | WISDOMTREE TRintl qulty div | $33,870 | +10.7% | 1,000 | 0.0% | 0.02% | +43.8% | |
| FAST | Sell | FASTENAL CO | $34,252 | +3.6% | 635 | -9.2% | 0.02% | +35.3% |
| EQT | Sell | EQT CORP | $32,803 | -46.0% | 1,028 | -42.7% | 0.02% | -31.2% |
| O | Sell | REALTY INCOME CORP | $32,736 | -84.7% | 517 | -84.6% | 0.02% | -80.5% |
| RPM | RPM INTL INC | $32,540 | -10.5% | 373 | 0.0% | 0.02% | +15.8% | |
| SON | New | SONOCO PRODS CO | $32,635 | – | 535 | +100.0% | 0.02% | – |
| ILMN | Sell | ILLUMINA INC | $32,790 | -77.4% | 141 | -80.4% | 0.02% | -71.4% |
| WFC | Sell | WELLS FARGO CO NEW | $33,418 | -35.1% | 894 | -28.3% | 0.02% | -18.5% |
| GPC | Buy | GENUINE PARTS CO | $32,960 | +47.3% | 197 | +52.7% | 0.02% | +83.3% |
| Sell | GENERAL ELECTRIC CO | $32,313 | -37.0% | 338 | -44.8% | 0.02% | -18.5% | |
| EMR | Buy | EMERSON ELEC CO | $33,462 | +3.4% | 384 | +13.9% | 0.02% | +29.4% |
| DOW | Sell | DOW INC | $32,837 | -15.6% | 599 | -22.4% | 0.02% | +4.8% |
| SLB | Sell | SCHLUMBERGER LTD | $31,375 | -9.8% | 639 | -1.8% | 0.02% | +16.7% |
| VICI | Sell | VICI PPTYS INC | $31,511 | -42.8% | 966 | -43.1% | 0.02% | -27.6% |
| CNP | Sell | CENTERPOINT ENERGY INC | $31,316 | -2.0% | 1,063 | -0.3% | 0.02% | +23.5% |
| CAT | Sell | CATERPILLAR INC | $30,893 | -92.2% | 135 | -91.9% | 0.02% | -90.0% |
| COF | Sell | CAPITAL ONE FINL CORP | $31,829 | -7.7% | 331 | -10.8% | 0.02% | +16.7% |
| IEFA | ISHARES TRcore msci eafe | $30,952 | +8.5% | 463 | 0.0% | 0.02% | +40.0% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $30,930 | +21.3% | 414 | +21.1% | 0.02% | +61.5% |
| BLL | Buy | BALL CORP | $30,806 | +18.8% | 559 | +10.3% | 0.02% | +50.0% |
| AGR | Buy | AVANGRID INC | $31,705 | +44.6% | 795 | +55.9% | 0.02% | +75.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $31,714 | -8.3% | 508 | -7.5% | 0.02% | +16.7% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $31,988 | -3.9% | 379 | -10.8% | 0.02% | +16.7% |
| PLD | Sell | PROLOGIS INC. | $30,693 | -62.1% | 246 | -65.8% | 0.02% | -53.5% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $30,533 | -40.9% | 562 | -26.2% | 0.02% | -25.9% |
| SIRI | SIRIUS XM HOLDINGS INC | $30,371 | -32.0% | 7,650 | 0.0% | 0.02% | -16.7% | |
| VEEV | Sell | VEEVA SYS INC | $30,509 | -8.7% | 166 | -19.8% | 0.02% | +11.1% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $30,637 | -27.6% | 164 | -32.5% | 0.02% | -9.1% |
| AME | Sell | AMETEK INC | $28,775 | +3.5% | 198 | -0.5% | 0.02% | +26.7% |
| CPRT | Sell | COPART INC | $28,730 | -41.6% | 382 | -52.7% | 0.02% | -26.9% |
| AES | Buy | AES CORP | $28,872 | -15.0% | 1,199 | +1.5% | 0.02% | +5.6% |
| XEL | New | XCEL ENERGY INC | $28,662 | – | 425 | +100.0% | 0.02% | – |
| XLC | Sell | SELECT SECTOR SPDR TR | $29,275 | -45.4% | 505 | -54.8% | 0.02% | -32.1% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $28,820 | -37.0% | 180 | -34.8% | 0.02% | -20.8% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $29,220 | +36.2% | 534 | +15.3% | 0.02% | +72.7% |
| HUM | Sell | HUMANA INC | $27,186 | -76.0% | 56 | -74.7% | 0.02% | -70.0% |
| IAG | IAMGOLD CORP | $27,100 | +5.0% | 10,000 | 0.0% | 0.02% | +28.6% | |
| SPY | SPDR S&P 500 ETF TRcall | $26,729 | +4.1% | 1,000 | 0.0% | 0.02% | +28.6% | |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $27,582 | -1.4% | 637 | -15.6% | 0.02% | +20.0% |
| ARCH | ARCH RESOURCES INCcl a | $26,292 | -7.9% | 200 | 0.0% | 0.02% | +20.0% | |
| KDP | Sell | KEURIG DR PEPPER INC | $27,342 | -18.5% | 775 | -17.6% | 0.02% | 0.0% |
| FALN | New | ISHARES TRfaln angls usd | $27,570 | – | 1,091 | +100.0% | 0.02% | – |
| HWM | Sell | HOWMET AEROSPACE INC | $25,549 | -30.1% | 603 | -35.0% | 0.02% | -10.5% |
| NTAP | Sell | NETAPP INC | $24,838 | +6.0% | 389 | -0.3% | 0.02% | +41.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $26,154 | -58.7% | 124 | -60.1% | 0.02% | -48.5% |
| FE | New | FIRSTENERGY CORP | $25,839 | – | 645 | +100.0% | 0.02% | – |
| FTNT | Sell | FORTINET INC | $25,654 | -17.6% | 386 | -39.4% | 0.02% | +6.2% |
| KLAC | Sell | KLA CORP | $25,946 | +2.7% | 65 | -3.0% | 0.02% | +30.8% |
| ICSH | Sell | ISHARES TRblackrock ultra | $25,125 | -58.2% | 500 | -58.3% | 0.02% | -46.9% |
| IDXX | Sell | IDEXX LABS INC | $25,504 | -17.7% | 51 | -32.9% | 0.02% | +6.2% |
| ET | New | ENERGY TRANSFER L P | $24,940 | – | 2,000 | +100.0% | 0.02% | – |
| IJR | New | ISHARES TRput | $25,650 | – | 3,000 | +100.0% | 0.02% | – |
| ELY | New | TOPGOLF CALLAWAY BRANDS CORP | $25,944 | – | 1,200 | +100.0% | 0.02% | – |
| MYRG | New | MYR GROUP INC DEL | $25,202 | – | 200 | +100.0% | 0.02% | – |
| Sell | RIVIAN AUTOMOTIVE INC | $24,304 | -18.6% | 1,570 | -3.1% | 0.02% | 0.0% | |
| DOV | Sell | DOVER CORP | $23,551 | +9.4% | 155 | -2.5% | 0.02% | +45.5% |
| HUBS | New | HUBSPOT INC | $23,581 | – | 55 | +100.0% | 0.02% | – |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $24,433 | -92.9% | 100 | -93.8% | 0.02% | -91.2% |
| DIA | New | SPDR DOW JONES INDL AVERAGEput | $23,663 | – | 1,500 | +100.0% | 0.02% | – |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $24,502 | -83.7% | 449 | -84.1% | 0.02% | -79.7% |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $23,990 | -13.5% | 282 | -13.0% | 0.02% | +6.7% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $23,029 | -10.4% | 154 | -22.6% | 0.02% | +7.1% |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $23,085 | – | 380 | +100.0% | 0.02% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $22,024 | – | 44 | +100.0% | 0.02% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $22,255 | -41.5% | 268 | -41.9% | 0.02% | -25.0% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $21,877 | -80.5% | 206 | -80.6% | 0.02% | -74.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $21,908 | -40.7% | 96 | -35.6% | 0.02% | -21.1% |
| DFS | Sell | DISCOVER FINL SVCS | $22,634 | -27.9% | 229 | -28.7% | 0.02% | -11.8% |
| CAR | Sell | AVIS BUDGET GROUP | $22,792 | +7.8% | 117 | -9.3% | 0.02% | +36.4% |
| ICLR | Buy | ICON PLC | $23,281 | +16.4% | 109 | +5.8% | 0.02% | +36.4% |
| AMP | Sell | AMERIPRISE FINL INC | $22,375 | -51.8% | 73 | -51.0% | 0.02% | -37.5% |
| UBS | New | UBS GROUP AG | $22,258 | – | 1,043 | +100.0% | 0.02% | – |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $22,880 | -17.6% | 176 | -20.0% | 0.02% | 0.0% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $20,442 | -2.4% | 59 | -33.7% | 0.01% | +27.3% |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $20,508 | – | 231 | +100.0% | 0.01% | – |
| PFF | ISHARES TRpfd and incm sec | $21,354 | +2.3% | 684 | 0.0% | 0.01% | +27.3% | |
| IAT | New | ISHARES TRus regnl bks etf | $20,758 | – | 580 | +100.0% | 0.01% | – |
| PDCE | Sell | PDC ENERGY INC | $21,372 | -5.4% | 333 | -6.5% | 0.01% | +16.7% |
| KLIC | New | KULICKE & SOFFA INDS INC | $21,076 | – | 400 | +100.0% | 0.01% | – |
| Buy | ALPS ETF TRoshares us qualt | $21,586 | +2.4% | 512 | +0.6% | 0.01% | +27.3% | |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $20,329 | – | 360 | +100.0% | 0.01% | – |
| NDAQ | Buy | NASDAQ INC | $20,939 | -9.0% | 383 | +2.1% | 0.01% | +16.7% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $20,329 | -87.7% | 299 | -89.1% | 0.01% | -83.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $20,877 | -24.5% | 206 | -27.0% | 0.01% | -6.7% |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $20,496 | – | 223 | +100.0% | 0.01% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $21,151 | -40.6% | 207 | -48.8% | 0.01% | -26.3% |
| PDBC | INVESCO ACTVELY MNGD ETC FDoptimum yield | $21,131 | -3.8% | 1,486 | 0.0% | 0.01% | +16.7% | |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $20,146 | -24.8% | 735 | -23.3% | 0.01% | -7.1% |
| OKE | Sell | ONEOK INC NEW | $20,015 | -31.2% | 315 | -28.9% | 0.01% | -13.3% |
| EXPD | New | EXPEDITORS INTL WASH INC | $20,152 | – | 183 | +100.0% | 0.01% | – |
| LULU | Sell | LULULEMON ATHLETICA INC | $20,030 | -84.3% | 55 | -86.1% | 0.01% | -80.6% |
| LUV | Sell | SOUTHWEST AIRLS CO | $20,045 | -10.3% | 616 | -7.2% | 0.01% | +8.3% |
| WY | WEYERHAEUSER CO MTN BE | $20,277 | -2.8% | 673 | 0.0% | 0.01% | +18.2% | |
| HON | Sell | HONEYWELL INTL INC | $20,259 | -74.6% | 106 | -71.5% | 0.01% | -69.0% |
| XLY | New | SELECT SECTOR SPDR TRput | $10,750 | – | 500 | +100.0% | 0.01% | – |
| IUSG | Exit | ISHARES TRput | $0 | – | 0 | +100.0% | 0.00% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -78 | -100.0% | -0.01% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -2,464 | -100.0% | -0.01% | – |
| KBH | Exit | KB HOME | $0 | – | -654 | -100.0% | -0.01% | – |
| CRH | Exit | CRH PLCadr | $0 | – | -521 | -100.0% | -0.01% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -194 | -100.0% | -0.01% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -2,040 | -100.0% | -0.01% | – | |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -2,115 | -100.0% | -0.01% | – | |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -171 | -100.0% | -0.01% | – |
| AKTS | Exit | AKOUSTIS TECHNOLOGIES INC | $0 | – | -7,580 | -100.0% | -0.01% | – |
| LYV | Exit | LIVE NATION ENTERTAINMENT IN | $0 | – | -303 | -100.0% | -0.01% | – |
| RE | Exit | EVEREST RE GROUP LTD | $0 | – | -65 | -100.0% | -0.01% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -465 | -100.0% | -0.01% | – |
| NDSN | Exit | NORDSON CORP | $0 | – | -85 | -100.0% | -0.01% | – |
| CPTKU | Exit | CROWN PROPTECH ACQUISITIONSunit 99/99/9999 | $0 | – | -2,000 | -100.0% | -0.01% | – |
| GTY | Exit | GETTY RLTY CORP NEW | $0 | – | -600 | -100.0% | -0.01% | – |
| EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -2,275 | -100.0% | -0.01% | – |
| ACGL | Exit | ARCH CAP GROUP LTDord | $0 | – | -332 | -100.0% | -0.01% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -115 | -100.0% | -0.01% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -1,260 | -100.0% | -0.01% | – |
| EME | Exit | EMCOR GROUP INC | $0 | – | -156 | -100.0% | -0.01% | – |
| AVDV | Exit | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | -403 | -100.0% | -0.01% | – |
| RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -110 | -100.0% | -0.01% | – |
| RJF | Exit | RAYMOND JAMES FINL INC | $0 | – | -219 | -100.0% | -0.01% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -59 | -100.0% | -0.01% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -55 | -100.0% | -0.01% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -335 | -100.0% | -0.01% | – |
| VPG | Exit | VISHAY PRECISION GROUP INC | $0 | – | -607 | -100.0% | -0.01% | – |
| NAC | Exit | NUVEEN CA QUALTY MUN INCOME | $0 | – | -2,264 | -100.0% | -0.01% | – |
| ETSY | Exit | ETSY INC | $0 | – | -200 | -100.0% | -0.01% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -146 | -100.0% | -0.01% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -133 | -100.0% | -0.01% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -350 | -100.0% | -0.01% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -168 | -100.0% | -0.01% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -870 | -100.0% | -0.01% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -501 | -100.0% | -0.01% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -122 | -100.0% | -0.01% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -111 | -100.0% | -0.01% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -1,183 | -100.0% | -0.01% | – |
| RELX | Exit | RELX PLCsponsored adr | $0 | – | -976 | -100.0% | -0.01% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -360 | -100.0% | -0.01% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -1,024 | -100.0% | -0.01% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -928 | -100.0% | -0.01% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -259 | -100.0% | -0.01% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -888 | -100.0% | -0.01% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -211 | -100.0% | -0.01% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -203 | -100.0% | -0.01% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -363 | -100.0% | -0.01% | – |
| PCQ | Exit | PIMCO CALIF MUN INCOME FD | $0 | – | -1,887 | -100.0% | -0.02% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -108 | -100.0% | -0.02% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -208 | -100.0% | -0.02% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -411 | -100.0% | -0.02% | – |
| Exit | HALEON PLCspon ads | $0 | – | -3,666 | -100.0% | -0.02% | – | |
| ROST | Exit | ROSS STORES INC | $0 | – | -246 | -100.0% | -0.02% | – |
| TECH | Exit | BIO-TECHNE CORP | $0 | – | -344 | -100.0% | -0.02% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -894 | -100.0% | -0.02% | – |
| IT | Exit | GARTNER INC | $0 | – | -86 | -100.0% | -0.02% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -4,308 | -100.0% | -0.02% | – |
| ERX | Exit | DIREXION SHS ETF TRdly enrgy bull2x | $0 | – | -450 | -100.0% | -0.02% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -47 | -100.0% | -0.02% | – |
| EWRE | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $0 | – | -1,000 | -100.0% | -0.02% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -222 | -100.0% | -0.02% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -109 | -100.0% | -0.02% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -393 | -100.0% | -0.02% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -442 | -100.0% | -0.02% | – |
| AA | Exit | ALCOA CORP | $0 | – | -694 | -100.0% | -0.02% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -146 | -100.0% | -0.02% | – |
| FCNCA | Exit | FIRST CTZNS BANCSHARES INC Ncl a | $0 | – | -46 | -100.0% | -0.02% | – |
| QRVO | Exit | QORVO INC | $0 | – | -379 | -100.0% | -0.02% | – |
| FTLS | Exit | FIRST TR EXCH TRADED FD IIIlng/sht equity | $0 | – | -687 | -100.0% | -0.02% | – |
| ORGNW | Exit | ORIGIN MATERIALS INC*w exp 06/25/202 | $0 | – | -39,300 | -100.0% | -0.02% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -355 | -100.0% | -0.02% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -389 | -100.0% | -0.02% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -386 | -100.0% | -0.02% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -260 | -100.0% | -0.02% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -805 | -100.0% | -0.02% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -177 | -100.0% | -0.02% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -227 | -100.0% | -0.02% | – |
| CMF | Exit | ISHARES TRcalif mun bd etf | $0 | – | -692 | -100.0% | -0.02% | – |
| WSO | Exit | WATSCO INC | $0 | – | -156 | -100.0% | -0.02% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -650 | -100.0% | -0.02% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -586 | -100.0% | -0.02% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -411 | -100.0% | -0.02% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -237 | -100.0% | -0.02% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -592 | -100.0% | -0.02% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -188 | -100.0% | -0.02% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -144 | -100.0% | -0.02% | – |
| SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -568 | -100.0% | -0.02% | – |
| FV | Exit | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $0 | – | -951 | -100.0% | -0.02% | – |
| BRP | Exit | BRP GROUP INC | $0 | – | -1,735 | -100.0% | -0.02% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -400 | -100.0% | -0.02% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -512 | -100.0% | -0.02% | – |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -10,000 | -100.0% | -0.02% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -1,366 | -100.0% | -0.02% | – |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -2,018 | -100.0% | -0.02% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -684 | -100.0% | -0.02% | – |
| FERG | Exit | FERGUSON PLC NEW | $0 | – | -373 | -100.0% | -0.02% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -10,301 | -100.0% | -0.02% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -312 | -100.0% | -0.02% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -1,191 | -100.0% | -0.03% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -99 | -100.0% | -0.03% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -590 | -100.0% | -0.03% | – |
| GEO | Exit | GEO GROUP INC NEW | $0 | – | -5,000 | -100.0% | -0.03% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -384 | -100.0% | -0.03% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -972 | -100.0% | -0.03% | – |
| FSK | Exit | FS KKR CAP CORP | $0 | – | -3,403 | -100.0% | -0.03% | – |
| OIH | Exit | VANECK ETF TRUSToil services etf | $0 | – | -200 | -100.0% | -0.03% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -659 | -100.0% | -0.03% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -702 | -100.0% | -0.03% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -761 | -100.0% | -0.03% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -293 | -100.0% | -0.03% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -2,663 | -100.0% | -0.03% | – |
| STE | Exit | STERIS PLC | $0 | – | -356 | -100.0% | -0.04% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -541 | -100.0% | -0.04% | – |
| IPAC | Exit | ISHARES TRcore msci pac | $0 | – | -1,320 | -100.0% | -0.04% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -1,353 | -100.0% | -0.04% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -751 | -100.0% | -0.04% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -475 | -100.0% | -0.04% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -2,196 | -100.0% | -0.04% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -2,510 | -100.0% | -0.05% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -1,422 | -100.0% | -0.05% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -889 | -100.0% | -0.05% | – |
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -7,893 | -100.0% | -0.05% | – |
| DBX | Exit | DROPBOX INCcl a | $0 | – | -3,956 | -100.0% | -0.05% | – |
| CPTK | Exit | CROWN PROPTECH ACQUISITIONS | $0 | – | -9,006 | -100.0% | -0.05% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -1,084 | -100.0% | -0.05% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -993 | -100.0% | -0.05% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -2,525 | -100.0% | -0.05% | – |
| RPD | Exit | RAPID7 INC | $0 | – | -3,041 | -100.0% | -0.05% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -5,689 | -100.0% | -0.05% | – |
| PII | Exit | POLARIS INC | $0 | – | -1,128 | -100.0% | -0.06% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -2,632 | -100.0% | -0.06% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -730 | -100.0% | -0.07% | – |
| SUI | Exit | SUN CMNTYS INC | $0 | – | -897 | -100.0% | -0.07% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -2,147 | -100.0% | -0.07% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -2,656 | -100.0% | -0.07% | – |
| ASGN | Exit | ASGN INC | $0 | – | -1,760 | -100.0% | -0.08% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -2,142 | -100.0% | -0.08% | – |
| TRP | Exit | TC ENERGY CORP | $0 | – | -3,707 | -100.0% | -0.08% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -3,655 | -100.0% | -0.08% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -1,100 | -100.0% | -0.08% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,117 | -100.0% | -0.08% | – |
| PPL | Exit | PPL CORP | $0 | – | -5,545 | -100.0% | -0.08% | – |
| AMCR | Exit | AMCOR PLCord | $0 | – | -14,112 | -100.0% | -0.09% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TO | $0 | – | -4,206 | -100.0% | -0.09% | – |
| VSH | Exit | VISHAY INTERTECHNOLOGY INC | $0 | – | -8,848 | -100.0% | -0.10% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -4,912 | -100.0% | -0.10% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -6,363 | -100.0% | -0.10% | – |
| UTHR | Exit | UNITED THERAPEUTICS CORP DEL | $0 | – | -764 | -100.0% | -0.11% | – |
| LIN | Exit | LINDE PLC | $0 | – | -650 | -100.0% | -0.11% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -3,059 | -100.0% | -0.11% | – |
| KFRC | Exit | KFORCE INC | $0 | – | -4,144 | -100.0% | -0.12% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -6,472 | -100.0% | -0.13% | – |
| IRT | Exit | INDEPENDENCE RLTY TR INC | $0 | – | -15,851 | -100.0% | -0.14% | – |
| JBL | Exit | JABIL INC | $0 | – | -4,045 | -100.0% | -0.14% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -7,014 | -100.0% | -0.18% | – |
| PCK | Exit | PIMCO CALIF MUN INCOME FD II | $0 | – | -50,645 | -100.0% | -0.18% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,510 | -100.0% | -0.19% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -4,663 | -100.0% | -0.19% | – |
| AAC | Exit | ARES ACQUISITION CORPORATION | $0 | – | -38,100 | -100.0% | -0.20% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -5,402 | -100.0% | -0.21% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -1,743 | -100.0% | -0.23% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -665 | -100.0% | -0.25% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -11,131 | -100.0% | -0.54% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -10,258 | -100.0% | -0.58% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -10,914 | -100.0% | -0.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.