$150 Million is the total value of Tyler-Stone Wealth Management's 909 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 6.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $979,000 | -17.2% | 3,632 | 0.0% | 0.65% | +0.5% | |
| MTUM | ISHARES TRmsci usa mmentm | $928,000 | -19.0% | 6,805 | 0.0% | 0.62% | -1.6% | |
| GIS | GENERAL MLS INC | $581,000 | +11.5% | 7,700 | 0.0% | 0.39% | +35.3% | |
| D | DOMINION ENERGY INC | $523,000 | -6.1% | 6,556 | 0.0% | 0.35% | +14.1% | |
| CB | CHUBB LIMITED | $519,000 | -8.1% | 2,640 | 0.0% | 0.35% | +11.3% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $490,000 | -11.7% | 13,300 | 0.0% | 0.33% | +7.2% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $377,000 | -22.6% | 1,693 | 0.0% | 0.25% | -6.3% | |
| CI | CIGNA CORP NEW | $360,000 | +10.1% | 1,366 | 0.0% | 0.24% | +33.3% | |
| IP | INTERNATIONAL PAPER CO | $355,000 | -9.4% | 8,498 | 0.0% | 0.24% | +10.2% | |
| NSC | NORFOLK SOUTHN CORP | $333,000 | -20.3% | 1,464 | 0.0% | 0.22% | -3.5% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $318,000 | -17.2% | 3,672 | 0.0% | 0.21% | +0.5% | |
| CMC | COMMERCIAL METALS CO | $265,000 | -20.4% | 8,000 | 0.0% | 0.18% | -3.3% | |
| DUK | DUKE ENERGY CORP NEW | $256,000 | -3.8% | 2,385 | 0.0% | 0.17% | +17.1% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $252,000 | -13.7% | 10,600 | 0.0% | 0.17% | +4.3% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $252,000 | -25.7% | 1,495 | 0.0% | 0.17% | -9.7% | |
| IVE | ISHARES TRs&p 500 val etf | $236,000 | -11.6% | 1,713 | 0.0% | 0.16% | +6.8% | |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $227,000 | -18.9% | 2,410 | 0.0% | 0.15% | -1.9% | |
| IWP | ISHARES TRrus md cp gr etf | $223,000 | -20.9% | 2,810 | 0.0% | 0.15% | -3.9% | |
| EXC | EXELON CORP | $222,000 | -5.1% | 4,908 | 0.0% | 0.15% | +14.7% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $221,000 | -17.8% | 2,100 | 0.0% | 0.15% | -0.7% | |
| WEC | WEC ENERGY GROUP INC | $217,000 | +0.9% | 2,155 | 0.0% | 0.14% | +22.9% | |
| QCOM | QUALCOMM INC | $208,000 | -16.5% | 1,632 | 0.0% | 0.14% | +1.5% | |
| ITW | ILLINOIS TOOL WKS INC | $209,000 | -12.9% | 1,148 | 0.0% | 0.14% | +5.3% | |
| IWS | ISHARES TRrus mdcp val etf | $207,000 | -15.2% | 2,041 | 0.0% | 0.14% | +3.0% | |
| NOC | NORTHROP GRUMMAN CORP | $206,000 | +7.3% | 430 | 0.0% | 0.14% | +29.2% | |
| SHY | ISHARES TR1 3 yr treas bd | $197,000 | -0.5% | 2,377 | 0.0% | 0.13% | +20.2% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $192,000 | -0.5% | 9,072 | 0.0% | 0.13% | +20.8% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $184,000 | -7.1% | 2,297 | 0.0% | 0.12% | +12.8% | |
| IWD | ISHARES TRrus 1000 val etf | $180,000 | -12.6% | 1,244 | 0.0% | 0.12% | +6.2% | |
| LOW | LOWES COS INC | $169,000 | -13.8% | 968 | 0.0% | 0.11% | +4.6% | |
| IWN | ISHARES TRrus 2000 val etf | $167,000 | -15.7% | 1,224 | 0.0% | 0.11% | +1.8% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $165,000 | -0.6% | 7,870 | 0.0% | 0.11% | +20.9% | |
| ILCB | ISHARES TRmorningstr us eq | $152,000 | -17.4% | 2,924 | 0.0% | 0.10% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $151,000 | -12.7% | 3,641 | 0.0% | 0.10% | +6.3% | |
| IWY | ISHARES TRrus tp200 gr etf | $150,000 | -21.5% | 1,200 | 0.0% | 0.10% | -4.8% | |
| LQD | ISHARES TRiboxx inv cp etf | $142,000 | -9.0% | 1,290 | 0.0% | 0.10% | +10.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $142,000 | +8.4% | 1,004 | 0.0% | 0.10% | +31.9% | |
| IMCB | ISHARES TRmrgstr md cp etf | $142,000 | -16.5% | 2,519 | 0.0% | 0.10% | +2.2% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $139,000 | -15.2% | 335 | 0.0% | 0.09% | +3.3% | |
| IWR | ISHARES TRrus mid cap etf | $140,000 | -17.2% | 2,161 | 0.0% | 0.09% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $138,000 | -32.4% | 1,084 | 0.0% | 0.09% | -17.9% | |
| ORCL | ORACLE CORP | $135,000 | -15.6% | 1,930 | 0.0% | 0.09% | +2.3% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $135,000 | -6.2% | 3,050 | 0.0% | 0.09% | +13.9% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $127,000 | -5.9% | 8,126 | 0.0% | 0.08% | +14.9% | |
| EPP | ISHARES INCmsci pac jp etf | $128,000 | -15.8% | 3,080 | 0.0% | 0.08% | +1.2% | |
| BBH | VANECK ETF TRUSTbiotech etf | $120,000 | -9.8% | 820 | 0.0% | 0.08% | +9.6% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $118,000 | -15.1% | 879 | 0.0% | 0.08% | +3.9% | |
| ITA | ISHARES TRus aer def etf | $113,000 | -11.0% | 1,143 | 0.0% | 0.08% | +7.1% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $113,000 | -2.6% | 1,482 | 0.0% | 0.08% | +17.2% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $113,000 | -5.8% | 3,215 | 0.0% | 0.08% | +13.6% | |
| IWO | ISHARES TRrus 2000 grw etf | $110,000 | -19.7% | 535 | 0.0% | 0.07% | -2.7% | |
| VTV | VANGUARD INDEX FDSvalue etf | $106,000 | -10.2% | 802 | 0.0% | 0.07% | +9.2% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $105,000 | -13.9% | 1,351 | 0.0% | 0.07% | +4.5% | |
| PAVE | GLOBAL X FDSus infr dev etf | $104,000 | -20.0% | 4,583 | 0.0% | 0.07% | -2.8% | |
| EZU | ISHARES INCmsci eurzone etf | $102,000 | -16.4% | 2,818 | 0.0% | 0.07% | +1.5% | |
| SIL | GLOBAL X FDSglobal x silver | $101,000 | -28.4% | 3,882 | 0.0% | 0.07% | -14.1% | |
| EMR | EMERSON ELEC CO | $100,000 | -18.7% | 1,251 | 0.0% | 0.07% | -1.5% | |
| WPC | WP CAREY INC | $99,000 | +2.1% | 1,200 | 0.0% | 0.07% | +24.5% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $96,000 | -14.3% | 7,140 | 0.0% | 0.06% | +3.2% | |
| ABNB | AIRBNB INC | $92,000 | -48.3% | 1,037 | 0.0% | 0.06% | -37.8% | |
| AMT | AMERICAN TOWER CORP NEW | $91,000 | +1.1% | 357 | 0.0% | 0.06% | +24.5% | |
| AZN | ASTRAZENECA PLCsponsored adr | $92,000 | -1.1% | 1,395 | 0.0% | 0.06% | +19.6% | |
| IBKR | INTERACTIVE BROKERS GROUP IN | $91,000 | -16.5% | 1,650 | 0.0% | 0.06% | +1.7% | |
| DBX | DROPBOX INCcl a | $88,000 | -10.2% | 4,200 | 0.0% | 0.06% | +9.3% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $87,000 | -14.7% | 475 | 0.0% | 0.06% | +3.6% | |
| YUM | YUM BRANDS INC | $83,000 | -4.6% | 735 | 0.0% | 0.06% | +14.6% | |
| MMC | MARSH & MCLENNAN COS INC | $83,000 | -8.8% | 535 | 0.0% | 0.06% | +10.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $81,000 | -14.7% | 1,525 | 0.0% | 0.05% | +3.8% | |
| CCMP | CMC MATERIALS INC | $79,000 | -4.8% | 450 | 0.0% | 0.05% | +15.2% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $78,000 | -17.0% | 1,760 | 0.0% | 0.05% | 0.0% | |
| LPLA | LPL FINL HLDGS INC | $75,000 | +1.4% | 405 | 0.0% | 0.05% | +22.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $73,000 | -1.4% | 1,180 | 0.0% | 0.05% | +19.5% | |
| GAM | GENERAL AMERN INVS CO INC | $73,000 | -17.0% | 2,061 | 0.0% | 0.05% | +2.1% | |
| DOW | DOW INC | $74,000 | -19.6% | 1,438 | 0.0% | 0.05% | -3.9% | |
| AOR | ISHARES TRgrwt allocat etf | $72,000 | -11.1% | 1,500 | 0.0% | 0.05% | +6.7% | |
| PPLT | ABRDN PLATINUM ETF TRUST | $72,000 | -10.0% | 870 | 0.0% | 0.05% | +9.1% | |
| IDU | ISHARES TRu.s. utilits etf | $70,000 | -5.4% | 812 | 0.0% | 0.05% | +14.6% | |
| ONEQ | FIDELITY COMWLTH TR | $67,000 | -22.1% | 1,550 | 0.0% | 0.04% | -4.3% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $67,000 | -14.1% | 1,351 | 0.0% | 0.04% | +4.7% | |
| MMM | 3M CO | $67,000 | -14.1% | 521 | 0.0% | 0.04% | +4.7% | |
| IYW | ISHARES TRu.s. tech etf | $66,000 | -21.4% | 820 | 0.0% | 0.04% | -4.3% | |
| ANIX | ANIXA BIOSCIENCES INC | $64,000 | +10.3% | 21,008 | 0.0% | 0.04% | +34.4% | |
| SO | SOUTHERN CO | $62,000 | -1.6% | 864 | 0.0% | 0.04% | +17.1% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $61,000 | -62.1% | 10,300 | 0.0% | 0.04% | -53.9% | |
| ZG | ZILLOW GROUP INCcl a | $61,000 | -33.7% | 1,907 | 0.0% | 0.04% | -19.6% | |
| ENB | ENBRIDGE INC | $60,000 | -9.1% | 1,427 | 0.0% | 0.04% | +11.1% | |
| IXJ | ISHARES TRglob hlthcre etf | $60,000 | -7.7% | 737 | 0.0% | 0.04% | +11.1% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $59,000 | -20.3% | 269 | 0.0% | 0.04% | -4.9% | |
| DEUS | DBX ETF TRxtrackers russel | $56,000 | -12.5% | 1,400 | 0.0% | 0.04% | +5.7% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $56,000 | -25.3% | 404 | 0.0% | 0.04% | -9.8% | |
| O | REALTY INCOME CORP | $55,000 | 0.0% | 800 | 0.0% | 0.04% | +23.3% | |
| DHR | DANAHER CORPORATION | $54,000 | -12.9% | 213 | 0.0% | 0.04% | +5.9% | |
| GPC | GENUINE PARTS CO | $54,000 | +5.9% | 403 | 0.0% | 0.04% | +28.6% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $54,000 | -5.3% | 697 | 0.0% | 0.04% | +16.1% | |
| IYJ | ISHARES TRus industrials | $53,000 | -15.9% | 600 | 0.0% | 0.04% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $51,000 | -10.5% | 5,324 | 0.0% | 0.03% | +9.7% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $50,000 | -12.3% | 384 | 0.0% | 0.03% | +6.5% | |
| VEA | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $49,000 | -15.5% | 1,206 | 0.0% | 0.03% | +3.1% | |
| C | CITIGROUP INC | $50,000 | -13.8% | 1,092 | 0.0% | 0.03% | +3.1% | |
| YUMC | YUM CHINA HLDGS INC | $49,000 | +16.7% | 1,000 | 0.0% | 0.03% | +43.5% | |
| WAT | WATERS CORP | $50,000 | +6.4% | 150 | 0.0% | 0.03% | +26.9% | |
| AEE | AMEREN CORP | $50,000 | -3.8% | 558 | 0.0% | 0.03% | +13.8% | |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $46,000 | -11.5% | 347 | 0.0% | 0.03% | +6.9% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $46,000 | -19.3% | 767 | 0.0% | 0.03% | 0.0% | |
| K | KELLOGG CO | $47,000 | +9.3% | 664 | 0.0% | 0.03% | +29.2% | |
| MELI | MERCADOLIBRE INC | $46,000 | -46.5% | 72 | 0.0% | 0.03% | -34.0% | |
| SYY | SYSCO CORP | $45,000 | +2.3% | 537 | 0.0% | 0.03% | +25.0% | |
| PSX | PHILLIPS 66 | $44,000 | -6.4% | 538 | 0.0% | 0.03% | +11.5% | |
| USRT | ISHARES TRcre u s reit etf | $43,000 | -17.3% | 797 | 0.0% | 0.03% | 0.0% | |
| HYDB | ISHARES TRhigh yld bd fctr | $44,000 | -12.0% | 1,020 | 0.0% | 0.03% | +7.4% | |
| KMB | KIMBERLY-CLARK CORP | $43,000 | +7.5% | 321 | 0.0% | 0.03% | +31.8% | |
| USB | US BANCORP DEL | $43,000 | -12.2% | 927 | 0.0% | 0.03% | +7.4% | |
| JOE | ST JOE CO | $44,000 | -32.3% | 1,100 | 0.0% | 0.03% | -19.4% | |
| NXTG | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $42,000 | -14.3% | 650 | 0.0% | 0.03% | +3.7% | |
| SE | SEA LTDsponsord ads | $42,000 | -44.0% | 630 | 0.0% | 0.03% | -31.7% | |
| ANTM | ELEVANCE HEALTH INC | $42,000 | -2.3% | 88 | 0.0% | 0.03% | +16.7% | |
| LEGR | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $40,000 | -14.9% | 1,175 | 0.0% | 0.03% | +3.8% | |
| CRM | SALESFORCE INC | $40,000 | -23.1% | 245 | 0.0% | 0.03% | -6.9% | |
| RGA | REINSURANCE GRP OF AMERICA I | $40,000 | +8.1% | 339 | 0.0% | 0.03% | +35.0% | |
| LVS | LAS VEGAS SANDS CORP | $37,000 | -11.9% | 1,089 | 0.0% | 0.02% | +8.7% | |
| IMTB | ISHARES TRcr 5 10 yr etf | $37,000 | -5.1% | 832 | 0.0% | 0.02% | +19.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $37,000 | -37.3% | 200 | 0.0% | 0.02% | -21.9% | |
| PNC | PNC FINL SVCS GROUP INC | $37,000 | -14.0% | 233 | 0.0% | 0.02% | +4.2% | |
| AMAT | APPLIED MATLS INC | $37,000 | -31.5% | 410 | 0.0% | 0.02% | -16.7% | |
| DHIL | DIAMOND HILL INVT GROUP INC | $35,000 | -5.4% | 200 | 0.0% | 0.02% | +15.0% | |
| SPEU | SPDR INDEX SHS FDSportflo eurp etf | $34,000 | -15.0% | 1,020 | 0.0% | 0.02% | +4.5% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $35,000 | -10.3% | 1,516 | 0.0% | 0.02% | +9.5% | |
| ACN | ACCENTURE PLC IRELAND | $35,000 | -16.7% | 126 | 0.0% | 0.02% | 0.0% | |
| ICF | ISHARES TRcohen steer reit | $35,000 | -14.6% | 582 | 0.0% | 0.02% | 0.0% | |
| CCL | CARNIVAL CORP | $34,000 | -57.5% | 3,973 | 0.0% | 0.02% | -47.7% | |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $33,000 | -8.3% | 1,900 | 0.0% | 0.02% | +10.0% | |
| BIZD | VANECK ETF TRUST | $33,000 | -15.4% | 2,175 | 0.0% | 0.02% | +4.8% | |
| MBB | ISHARES TRmbs etf | $31,000 | -3.1% | 316 | 0.0% | 0.02% | +16.7% | |
| FDS | FACTSET RESH SYS INC | $31,000 | -11.4% | 81 | 0.0% | 0.02% | +10.5% | |
| IWV | ISHARES TRrussell 3000 etf | $31,000 | -16.2% | 142 | 0.0% | 0.02% | +5.0% | |
| JPUS | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $32,000 | -13.5% | 355 | 0.0% | 0.02% | +5.0% | |
| ARKK | ARK ETF TRinnovation etf | $32,000 | -40.7% | 813 | 0.0% | 0.02% | -30.0% | |
| OLED | UNIVERSAL DISPLAY CORP | $30,000 | -40.0% | 300 | 0.0% | 0.02% | -25.9% | |
| FCX | FREEPORT-MCMORAN INCcl b | $30,000 | -41.2% | 1,025 | 0.0% | 0.02% | -28.6% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $30,000 | -9.1% | 200 | 0.0% | 0.02% | +11.1% | |
| EA | ELECTRONIC ARTS INC | $30,000 | -6.2% | 250 | 0.0% | 0.02% | +11.1% | |
| IEI | ISHARES TR3 7 yr treas bd | $30,000 | -3.2% | 252 | 0.0% | 0.02% | +17.6% | |
| HDV | ISHARES TRcore high dv etf | $29,000 | -6.5% | 290 | 0.0% | 0.02% | +11.8% | |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $29,000 | -9.4% | 407 | 0.0% | 0.02% | +5.6% | |
| XME | SPDR SER TRs&p metals mng | $29,000 | -27.5% | 660 | 0.0% | 0.02% | -13.6% | |
| DVY | ISHARES TRselect divid etf | $29,000 | -9.4% | 250 | 0.0% | 0.02% | +5.6% | |
| ED | CONSOLIDATED EDISON INC | $29,000 | 0.0% | 310 | 0.0% | 0.02% | +18.8% | |
| HBAN | HUNTINGTON BANCSHARES INC | $27,000 | -18.2% | 2,273 | 0.0% | 0.02% | 0.0% | |
| GRID | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $27,000 | -18.2% | 350 | 0.0% | 0.02% | 0.0% | |
| HAS | HASBRO INC | $26,000 | 0.0% | 314 | 0.0% | 0.02% | +21.4% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $26,000 | -18.8% | 20 | 0.0% | 0.02% | -5.6% | |
| FUN | CEDAR FAIR L Pdepositry unit | $25,000 | -19.4% | 563 | 0.0% | 0.02% | 0.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $25,000 | -21.9% | 260 | 0.0% | 0.02% | -5.6% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $26,000 | -7.1% | 500 | 0.0% | 0.02% | +13.3% | |
| RESP | WISDOMTREE TRus esg fund | $24,000 | -17.2% | 600 | 0.0% | 0.02% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $24,000 | -31.4% | 260 | 0.0% | 0.02% | -15.8% | |
| CMI | CUMMINS INC | $24,000 | -4.0% | 122 | 0.0% | 0.02% | +14.3% | |
| FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $24,000 | -17.2% | 440 | 0.0% | 0.02% | 0.0% | |
| ACWV | ISHARES INCmsci gbl min vol | $22,000 | -12.0% | 234 | 0.0% | 0.02% | +7.1% | |
| DAL | DELTA AIR LINES INC DEL | $22,000 | -26.7% | 750 | 0.0% | 0.02% | -6.2% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $23,000 | 0.0% | 294 | 0.0% | 0.02% | +15.4% | |
| EEMV | ISHARES INCmsci emerg mrkt | $22,000 | -8.3% | 400 | 0.0% | 0.02% | +15.4% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $22,000 | -8.3% | 205 | 0.0% | 0.02% | +15.4% | |
| RFDI | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $23,000 | -17.9% | 425 | 0.0% | 0.02% | 0.0% | |
| PTBD | PACER FDS TRtrendpilot us bd | $22,000 | -8.3% | 1,000 | 0.0% | 0.02% | +15.4% | |
| SPG | SIMON PPTY GROUP INC NEW | $23,000 | -25.8% | 238 | 0.0% | 0.02% | -11.8% | |
| SPSB | SPDR SER TRportfolio short | $22,000 | 0.0% | 746 | 0.0% | 0.02% | +25.0% | |
| AOM | ISHARES TRmodert alloc etf | $21,000 | -8.7% | 528 | 0.0% | 0.01% | +7.7% | |
| AXP | AMERICAN EXPRESS CO | $21,000 | -27.6% | 155 | 0.0% | 0.01% | -12.5% | |
| DTEC | ALPS ETF TRdisruptive tech | $21,000 | -22.2% | 625 | 0.0% | 0.01% | -6.7% | |
| FEM | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $21,000 | -16.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| ONB | OLD NATL BANCORP IND | $21,000 | -8.7% | 1,415 | 0.0% | 0.01% | +7.7% | |
| GMED | GLOBUS MED INCcl a | $20,000 | -23.1% | 350 | 0.0% | 0.01% | -7.1% | |
| GPN | GLOBAL PMTS INC | $19,000 | -17.4% | 171 | 0.0% | 0.01% | 0.0% | |
| IZRL | ARK ETF TRisrael inovate | $19,000 | -24.0% | 1,021 | 0.0% | 0.01% | -7.1% | |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $20,000 | -9.1% | 900 | 0.0% | 0.01% | +8.3% | |
| CVET | COVETRUS INC | $20,000 | +25.0% | 950 | 0.0% | 0.01% | +44.4% | |
| CHD | CHURCH & DWIGHT CO INC | $19,000 | -5.0% | 200 | 0.0% | 0.01% | +18.2% | |
| LUV | SOUTHWEST AIRLS CO | $20,000 | -23.1% | 565 | 0.0% | 0.01% | -7.1% | |
| ETSY | ETSY INC | $19,000 | -40.6% | 260 | 0.0% | 0.01% | -27.8% | |
| AXON | AXON ENTERPRISE INC | $19,000 | -32.1% | 205 | 0.0% | 0.01% | -13.3% | |
| BFOR | ALPS ETF TRbarrons 400 etf | $20,000 | -16.7% | 400 | 0.0% | 0.01% | 0.0% | |
| ETR | ENTERGY CORP NEW | $20,000 | 0.0% | 175 | 0.0% | 0.01% | +18.2% | |
| LIN | LINDE PLC | $20,000 | -9.1% | 69 | 0.0% | 0.01% | +8.3% | |
| XEL | XCEL ENERGY INC | $18,000 | 0.0% | 250 | 0.0% | 0.01% | +20.0% | |
| YELP | YELP INCcl a | $18,000 | -21.7% | 664 | 0.0% | 0.01% | -7.7% | |
| CLF | CLEVELAND-CLIFFS INC NEW | $18,000 | -52.6% | 1,173 | 0.0% | 0.01% | -42.9% | |
| REZ | ISHARES TRresidential mult | $18,000 | -18.2% | 230 | 0.0% | 0.01% | 0.0% | |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $18,000 | -5.3% | 688 | 0.0% | 0.01% | +20.0% | |
| DLR | DIGITAL RLTY TR INC | $18,000 | -10.0% | 142 | 0.0% | 0.01% | +9.1% | |
| PAWZ | PROSHARES TRpet care etf | $18,000 | -21.7% | 348 | 0.0% | 0.01% | -7.7% | |
| IHI | ISHARES TRu.s. med dvc etf | $18,000 | -18.2% | 354 | 0.0% | 0.01% | 0.0% | |
| PAYX | PAYCHEX INC | $18,000 | -18.2% | 160 | 0.0% | 0.01% | 0.0% | |
| SNOW | SNOWFLAKE INCcl a | $18,000 | -40.0% | 130 | 0.0% | 0.01% | -25.0% | |
| GM | GENERAL MTRS CO | $18,000 | -28.0% | 561 | 0.0% | 0.01% | -14.3% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $17,000 | -15.0% | 265 | 0.0% | 0.01% | 0.0% | |
| CWB | SPDR SER TRbbg conv sec etf | $16,000 | -15.8% | 250 | 0.0% | 0.01% | +10.0% | |
| EDOW | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $16,000 | -15.8% | 600 | 0.0% | 0.01% | +10.0% | |
| PXD | PIONEER NAT RES CO | $17,000 | -10.5% | 76 | 0.0% | 0.01% | +10.0% | |
| SLX | VANECK ETF TRUSTsteel etf | $16,000 | -30.4% | 332 | 0.0% | 0.01% | -15.4% | |
| MKC | MCCORMICK & CO INC | $17,000 | -15.0% | 200 | 0.0% | 0.01% | 0.0% | |
| IEUR | ISHARES TRcore msci euro | $16,000 | -15.8% | 347 | 0.0% | 0.01% | +10.0% | |
| MSB | MESABI TRctf ben int | $16,000 | -5.9% | 650 | 0.0% | 0.01% | +22.2% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $15,000 | -16.7% | 179 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $15,000 | -11.8% | 163 | 0.0% | 0.01% | +11.1% | |
| SMDV | PROSHARES TRruss 2000 divd | $15,000 | -6.2% | 250 | 0.0% | 0.01% | +11.1% | |
| AGR | AVANGRID INC | $15,000 | -6.2% | 333 | 0.0% | 0.01% | +11.1% | |
| KIM | KIMCO RLTY CORP | $15,000 | -21.1% | 770 | 0.0% | 0.01% | 0.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $15,000 | -25.0% | 400 | 0.0% | 0.01% | -9.1% | |
| APTV | APTIV PLC | $15,000 | -25.0% | 164 | 0.0% | 0.01% | -9.1% | |
| BPOP | POPULAR INC | $15,000 | -6.2% | 200 | 0.0% | 0.01% | +11.1% | |
| GPK | GRAPHIC PACKAGING HLDG CO | $15,000 | 0.0% | 750 | 0.0% | 0.01% | +25.0% | |
| FTXL | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr | $15,000 | -21.1% | 275 | 0.0% | 0.01% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $15,000 | 0.0% | 258 | 0.0% | 0.01% | +25.0% | |
| L | LOEWS CORP | $13,000 | -7.1% | 218 | 0.0% | 0.01% | +12.5% | |
| ITGR | INTEGER HLDGS CORP | $14,000 | -12.5% | 200 | 0.0% | 0.01% | 0.0% | |
| NUO | NUVEEN OHIO QLTY MUN INCOME | $13,000 | -13.3% | 1,057 | 0.0% | 0.01% | +12.5% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $13,000 | -13.3% | 575 | 0.0% | 0.01% | +12.5% | |
| MTCH | MATCH GROUP INC NEW | $14,000 | -36.4% | 206 | 0.0% | 0.01% | -25.0% | |
| IQV | IQVIA HLDGS INC | $14,000 | -6.7% | 65 | 0.0% | 0.01% | +12.5% | |
| CACI | CACI INTL INCcl a | $14,000 | -6.7% | 50 | 0.0% | 0.01% | +12.5% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $14,000 | -6.7% | 300 | 0.0% | 0.01% | +12.5% | |
| TD | TORONTO DOMINION BK ONT | $13,000 | -13.3% | 192 | 0.0% | 0.01% | +12.5% | |
| EOG | EOG RES INC | $14,000 | -6.7% | 128 | 0.0% | 0.01% | +12.5% | |
| SKY | SKYLINE CHAMPION CORPORATION | $12,000 | -14.3% | 250 | 0.0% | 0.01% | 0.0% | |
| EIS | ISHARES INCmsci israel etf | $12,000 | -14.3% | 195 | 0.0% | 0.01% | 0.0% | |
| TRI | THOMSON REUTERS CORP. | $12,000 | -7.7% | 116 | 0.0% | 0.01% | +14.3% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $12,000 | -7.7% | 1,000 | 0.0% | 0.01% | +14.3% | |
| BCE | BCE INC | $12,000 | -14.3% | 250 | 0.0% | 0.01% | 0.0% | |
| PUBM | PUBMATIC INC | $12,000 | -40.0% | 765 | 0.0% | 0.01% | -27.3% | |
| TFC | TRUIST FINL CORP | $12,000 | -14.3% | 250 | 0.0% | 0.01% | 0.0% | |
| KXI | ISHARES TRglb cnsm stp etf | $12,000 | 0.0% | 201 | 0.0% | 0.01% | +14.3% | |
| MNST | MONSTER BEVERAGE CORP NEW | $12,000 | +9.1% | 132 | 0.0% | 0.01% | +33.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $11,000 | -15.4% | 64 | 0.0% | 0.01% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $10,000 | -16.7% | 325 | 0.0% | 0.01% | 0.0% | |
| DOCU | DOCUSIGN INC | $11,000 | -47.6% | 194 | 0.0% | 0.01% | -41.7% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $10,000 | -16.7% | 50 | 0.0% | 0.01% | 0.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $10,000 | -28.6% | 420 | 0.0% | 0.01% | -12.5% | |
| GSBD | GOLDMAN SACHS BDC INC | $10,000 | -9.1% | 584 | 0.0% | 0.01% | +16.7% | |
| GTN | GRAY TELEVISION INC | $10,000 | -23.1% | 576 | 0.0% | 0.01% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $10,000 | 0.0% | 45 | 0.0% | 0.01% | +40.0% | |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | $11,000 | -15.4% | 469 | 0.0% | 0.01% | 0.0% | |
| FXF | INVESCO CURRENCYSHARES SWISSswiss franc | $11,000 | 0.0% | 116 | 0.0% | 0.01% | +16.7% | |
| EWH | ISHARES INCmsci hong kg etf | $10,000 | 0.0% | 434 | 0.0% | 0.01% | +40.0% | |
| CC | CHEMOURS CO | $10,000 | 0.0% | 310 | 0.0% | 0.01% | +40.0% | |
| GRMN | GARMIN LTD | $10,000 | -16.7% | 100 | 0.0% | 0.01% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $11,000 | -15.4% | 100 | 0.0% | 0.01% | 0.0% | |
| IBEX | IBEX LTD | $10,000 | 0.0% | 600 | 0.0% | 0.01% | +40.0% | |
| MOH | MOLINA HEALTHCARE INC | $11,000 | -15.4% | 38 | 0.0% | 0.01% | 0.0% | |
| NEWR | NEW RELIC INC | $10,000 | -23.1% | 200 | 0.0% | 0.01% | 0.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $10,000 | -16.7% | 275 | 0.0% | 0.01% | 0.0% | |
| JNK | SPDR SER TRbloomberg high y | $11,000 | -15.4% | 125 | 0.0% | 0.01% | 0.0% | |
| STT | STATE STR CORP | $10,000 | -33.3% | 170 | 0.0% | 0.01% | -12.5% | |
| SRVR | PACER FDS TRbnchmrk infra | $10,000 | -16.7% | 300 | 0.0% | 0.01% | 0.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $10,000 | -16.7% | 355 | 0.0% | 0.01% | 0.0% | |
| SJM | SMUCKER J M CO | $10,000 | -9.1% | 80 | 0.0% | 0.01% | +16.7% | |
| RSG | REPUBLIC SVCS INC | $10,000 | 0.0% | 75 | 0.0% | 0.01% | +40.0% | |
| TOLZ | PROSHARES TRdj brkfld glb | $11,000 | -8.3% | 240 | 0.0% | 0.01% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $10,000 | 0.0% | 75 | 0.0% | 0.01% | +40.0% | |
| CFA | VICTORY PORTFOLIOS II | $9,000 | -10.0% | 136 | 0.0% | 0.01% | +20.0% | |
| FCPI | FIDELITY COVINGTON TRUSTstock for infl | $9,000 | -10.0% | 300 | 0.0% | 0.01% | +20.0% | |
| EXPE | EXPEDIA GROUP INC | $9,000 | -55.0% | 100 | 0.0% | 0.01% | -45.5% | |
| LNN | LINDSAY CORP | $9,000 | -18.2% | 70 | 0.0% | 0.01% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $9,000 | -25.0% | 200 | 0.0% | 0.01% | -14.3% | |
| LOCO | EL POLLO LOCO HLDGS INC | $9,000 | -18.2% | 925 | 0.0% | 0.01% | 0.0% | |
| BJ | BJS WHSL CLUB HLDGS INC | $9,000 | -10.0% | 150 | 0.0% | 0.01% | +20.0% | |
| AEG | AEGON N V | $9,000 | -18.2% | 1,994 | 0.0% | 0.01% | 0.0% | |
| KMX | CARMAX INC | $9,000 | -10.0% | 101 | 0.0% | 0.01% | +20.0% | |
| TTEK | TETRA TECH INC NEW | $9,000 | -10.0% | 63 | 0.0% | 0.01% | +20.0% | |
| BKR | BAKER HUGHES COMPANYcl a | $9,000 | -25.0% | 322 | 0.0% | 0.01% | -14.3% | |
| APPN | APPIAN CORPcl a | $9,000 | -25.0% | 190 | 0.0% | 0.01% | -14.3% | |
| TSN | TYSON FOODS INCcl a | $9,000 | 0.0% | 100 | 0.0% | 0.01% | +20.0% | |
| KRG | KITE RLTY GROUP TR | $8,000 | -27.3% | 487 | 0.0% | 0.01% | -16.7% | |
| RYN | RAYONIER INC | $8,000 | -11.1% | 225 | 0.0% | 0.01% | 0.0% | |
| UCTT | ULTRA CLEAN HLDGS INC | $7,000 | -36.4% | 250 | 0.0% | 0.01% | -16.7% | |
| NUE | NUCOR CORP | $7,000 | -22.2% | 63 | 0.0% | 0.01% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $7,000 | -22.2% | 50 | 0.0% | 0.01% | 0.0% | |
| XT | ISHARES TRexponential tech | $7,000 | -12.5% | 140 | 0.0% | 0.01% | +25.0% | |
| GOVT | ISHARES TRus treas bd etf | $7,000 | 0.0% | 285 | 0.0% | 0.01% | +25.0% | |
| BYND | BEYOND MEAT INC | $7,000 | -50.0% | 292 | 0.0% | 0.01% | -37.5% | |
| BKNG | BOOKING HOLDINGS INC | $7,000 | -22.2% | 4 | 0.0% | 0.01% | 0.0% | |
| PPG | PPG INDS INC | $8,000 | -11.1% | 68 | 0.0% | 0.01% | 0.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $7,000 | -12.5% | 55 | 0.0% | 0.01% | +25.0% | |
| FITB | FIFTH THIRD BANCORP | $8,000 | -27.3% | 250 | 0.0% | 0.01% | -16.7% | |
| CHWY | CHEWY INCcl a | $7,000 | -12.5% | 200 | 0.0% | 0.01% | +25.0% | |
| CTXS | CITRIX SYS INC | $7,000 | 0.0% | 70 | 0.0% | 0.01% | +25.0% | |
| PEPSICO INCcall | $8,000 | +14.3% | 10 | 0.0% | 0.01% | +25.0% | ||
| TLK | P T TELEKOMUNIKASI INDONESIAsponsored adr | $8,000 | -20.0% | 300 | 0.0% | 0.01% | 0.0% | |
| COHU | COHU INC | $8,000 | -11.1% | 300 | 0.0% | 0.01% | 0.0% | |
| PDT | HANCOCK JOHN PREM DIVID FD | $7,000 | -12.5% | 467 | 0.0% | 0.01% | +25.0% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $7,000 | -12.5% | 40 | 0.0% | 0.01% | +25.0% | |
| FNV | FRANCO NEV CORP | $7,000 | -12.5% | 49 | 0.0% | 0.01% | +25.0% | |
| VHC | VIRNETX HLDG CORP | $8,000 | -20.0% | 6,415 | 0.0% | 0.01% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $7,000 | -22.2% | 30 | 0.0% | 0.01% | 0.0% | |
| MANH | MANHATTAN ASSOCIATES INC | $7,000 | -12.5% | 60 | 0.0% | 0.01% | +25.0% | |
| GAN | GAN LTD | $6,000 | -33.3% | 1,897 | 0.0% | 0.00% | -20.0% | |
| ET | ENERGY TRANSFER L P | $6,000 | -14.3% | 600 | 0.0% | 0.00% | 0.0% | |
| VGR | VECTOR GROUP LTD | $6,000 | -14.3% | 618 | 0.0% | 0.00% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $6,000 | -33.3% | 75 | 0.0% | 0.00% | -20.0% | |
| MPC | MARATHON PETE CORP | $6,000 | 0.0% | 70 | 0.0% | 0.00% | +33.3% | |
| LNT | ALLIANT ENERGY CORP | $6,000 | -14.3% | 105 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $6,000 | -25.0% | 34 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $6,000 | -14.3% | 62 | 0.0% | 0.00% | 0.0% | |
| FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $6,000 | -25.0% | 102 | 0.0% | 0.00% | 0.0% | |
| SPHB | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $6,000 | -25.0% | 105 | 0.0% | 0.00% | 0.0% | |
| IIVI | II-VI INC | $6,000 | -25.0% | 114 | 0.0% | 0.00% | 0.0% | |
| XHR | XENIA HOTELS & RESORTS INC | $6,000 | -25.0% | 409 | 0.0% | 0.00% | 0.0% | |
| ACGL | ARCH CAP GROUP LTDord | $6,000 | 0.0% | 125 | 0.0% | 0.00% | +33.3% | |
| ANSS | ANSYS INC | $6,000 | -25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $6,000 | -14.3% | 69 | 0.0% | 0.00% | 0.0% | |
| DASH | DOORDASH INCcl a | $6,000 | -45.5% | 95 | 0.0% | 0.00% | -33.3% | |
| IGV | ISHARES TRexpanded tech | $6,000 | -25.0% | 24 | 0.0% | 0.00% | 0.0% | |
| JPIN | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $4,000 | -20.0% | 90 | 0.0% | 0.00% | 0.0% | |
| ACES | ALPS ETF TRclean energy | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| AEM | AGNICO EAGLE MINES LTD | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $4,000 | 0.0% | 25 | 0.0% | 0.00% | +50.0% | |
| AVY | AVERY DENNISON CORP | $4,000 | 0.0% | 23 | 0.0% | 0.00% | +50.0% | |
| BGS | B & G FOODS INC NEW | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $5,000 | -16.7% | 80 | 0.0% | 0.00% | 0.0% | |
| BNFT | BENEFITFOCUS INC | $5,000 | -37.5% | 600 | 0.0% | 0.00% | -25.0% | |
| BBY | BEST BUY INC | $5,000 | -28.6% | 80 | 0.0% | 0.00% | -25.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $5,000 | -16.7% | 130 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $4,000 | -20.0% | 37 | 0.0% | 0.00% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $5,000 | -16.7% | 132 | 0.0% | 0.00% | 0.0% | |
| DRE | DUKE REALTY CORP | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $4,000 | -42.9% | 700 | 0.0% | 0.00% | -25.0% | |
| ELS | EQUITY LIFESTYLE PPTYS INC | $4,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $5,000 | -16.7% | 89 | 0.0% | 0.00% | 0.0% | |
| FYX | FIRST TR SML CP CORE ALPHA F | $5,000 | -16.7% | 68 | 0.0% | 0.00% | 0.0% | |
| HYLS | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $4,000 | 0.0% | 96 | 0.0% | 0.00% | +50.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HRL | HORMEL FOODS CORP | $5,000 | -16.7% | 112 | 0.0% | 0.00% | 0.0% | |
| HDSN | HUDSON TECHNOLOGIES INC | $4,000 | +33.3% | 500 | 0.0% | 0.00% | +50.0% | |
| IDXX | IDEXX LABS INC | $4,000 | -20.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $4,000 | 0.0% | 72 | 0.0% | 0.00% | +50.0% | |
| IEF | ISHARES TR7-10 yr trsy bd | $4,000 | 0.0% | 35 | 0.0% | 0.00% | +50.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $5,000 | -28.6% | 62 | 0.0% | 0.00% | -25.0% | |
| INDA | ISHARES TRmsci india etf | $4,000 | 0.0% | 93 | 0.0% | 0.00% | +50.0% | |
| JBL | JABIL INC | $4,000 | -20.0% | 79 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $4,000 | 0.0% | 68 | 0.0% | 0.00% | +50.0% | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCD | LMP CAP & INCOME FD INC | $4,000 | -20.0% | 350 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,000 | 0.0% | 15 | 0.0% | 0.00% | +50.0% | |
| MARATHON DIGITAL HOLDINGS INcall | $4,000 | -33.3% | 12 | 0.0% | 0.00% | 0.0% | ||
| MBCN | MIDDLEFIELD BANC CORP | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $4,000 | 0.0% | 800 | 0.0% | 0.00% | +50.0% | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $5,000 | +25.0% | 127 | 0.0% | 0.00% | +50.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP | $5,000 | -37.5% | 102 | 0.0% | 0.00% | -25.0% | |
| TKR | TIMKEN CO | $4,000 | -20.0% | 75 | 0.0% | 0.00% | 0.0% | |
| TOL | TOLL BROTHERS INC | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $5,000 | -16.7% | 215 | 0.0% | 0.00% | 0.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $5,000 | -16.7% | 25 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $5,000 | -16.7% | 15 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
| LBTYK | LIBERTY GLOBAL PLC | $5,000 | -16.7% | 221 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $5,000 | -16.7% | 72 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $5,000 | -58.3% | 140 | 0.0% | 0.00% | -57.1% | |
| DLHC | DLH HLDGS CORP | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,000 | -25.0% | 144 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORP NEWcl a | $3,000 | -25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GLDG | GOLDMINING INC | $3,000 | -40.0% | 3,049 | 0.0% | 0.00% | -33.3% | |
| HEES | H & E EQUIPMENT SERVICES INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XM | QUALTRICS INTL INC | $3,000 | -50.0% | 200 | 0.0% | 0.00% | -33.3% | |
| BP PLCcall | $3,000 | -25.0% | 9 | 0.0% | 0.00% | 0.0% | ||
| REGN | REGENERON PHARMACEUTICALS | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| RS | RELIANCE STEEL & ALUMINUM CO | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $3,000 | -25.0% | 94 | 0.0% | 0.00% | 0.0% | |
| INFY | INFOSYS LTDsponsored adr | $3,000 | -25.0% | 176 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $3,000 | -25.0% | 84 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $3,000 | -40.0% | 37 | 0.0% | 0.00% | -33.3% | |
| ZOM | ZOMEDICA CORP | $3,000 | -25.0% | 12,820 | 0.0% | 0.00% | 0.0% | |
| ILF | ISHARES TRlatn amer 40 etf | $3,000 | -25.0% | 145 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CHT | CHUNGHWA TELECOM CO LTDspon adr new11 | $3,000 | -25.0% | 79 | 0.0% | 0.00% | 0.0% | |
| DBP | INVESCO DB MULTI-SECTOR COMMprecious metal | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| DDD | 3-D SYS CORP DEL | $1,000 | -66.7% | 150 | 0.0% | 0.00% | -50.0% | |
| TM | TOYOTA MOTOR CORPads | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $2,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% | |
| LJPC | LA JOLLA PHARMACEUTICAL CO | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| UGI | UGI CORP NEW | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| KINDER MORGAN INC DELcall | $1,000 | -50.0% | 5 | 0.0% | 0.00% | 0.0% | ||
| KB | KB FINL GROUP INCsponsored adr | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| JNCE | JOUNCE THERAPEUTICS INC | $2,000 | -60.0% | 750 | 0.0% | 0.00% | -66.7% | |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $1,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| GNMA | ISHARES TRgnma bond etf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES INCmsci brazil etf | $2,000 | -33.3% | 78 | 0.0% | 0.00% | -50.0% | |
| VFC | V F CORP | $1,000 | -50.0% | 28 | 0.0% | 0.00% | 0.0% | |
| TYSON FOODS INCcall | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | ||
| SH | PROSHARES TRshort s&p 500 ne | $1,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| DOG | PROSHARES TR | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PDS | PRECISION DRILLING CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| BOND | PIMCO ETF TRactive bd etf | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| PFIZER INCcall | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | ||
| PTON | PELOTON INTERACTIVE INC | $2,000 | -60.0% | 205 | 0.0% | 0.00% | -66.7% | |
| PACW | PACWEST BANCORP DEL | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $2,000 | -33.3% | 75 | 0.0% | 0.00% | -50.0% | |
| ORMP | ORAMED PHARMACEUTICALS INC | $1,000 | -66.7% | 300 | 0.0% | 0.00% | -50.0% | |
| TFSL | TFS FINL CORP | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $2,000 | -33.3% | 35 | 0.0% | 0.00% | -50.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $2,000 | -33.3% | 272 | 0.0% | 0.00% | -50.0% | |
| NCR | NCR CORP NEW | $2,000 | -33.3% | 64 | 0.0% | 0.00% | -50.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| MICROSOFT CORPcall | $2,000 | -80.0% | 3 | 0.0% | 0.00% | -80.0% | ||
| MET | METLIFE INC | $1,000 | -50.0% | 23 | 0.0% | 0.00% | 0.0% | |
| INGN | INOGEN INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| HYLN | HYLIION HOLDINGS CORP | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| HYFM | HYDROFARM HLDGS GROUP INC | $1,000 | -80.0% | 360 | 0.0% | 0.00% | -66.7% | |
| HI | HILLENBRAND INC | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| HALLIBURTON COcall | $2,000 | -60.0% | 5 | 0.0% | 0.00% | -66.7% | ||
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| GDRX | GOODRX HLDGS INC | $1,000 | -66.7% | 134 | 0.0% | 0.00% | -50.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| GIL | GILDAN ACTIVEWEAR INC | $1,000 | -50.0% | 42 | 0.0% | 0.00% | 0.0% | |
| FLGT | FULGENT GENETICS INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $1,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| FL | FOOT LOCKER INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| EXEL | EXELIXIS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HDRO | ETF SER SOLUTIONSdefiance next | $2,000 | -50.0% | 220 | 0.0% | 0.00% | -50.0% | |
| DOMINION ENERGY INCcall | $2,000 | -50.0% | 11 | 0.0% | 0.00% | -50.0% | ||
| APPS | DIGITAL TURBINE INC | $2,000 | -66.7% | 130 | 0.0% | 0.00% | -66.7% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FANG | DIAMONDBACK ENERGY INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| DEERE & COcall | $1,000 | -83.3% | 2 | 0.0% | 0.00% | -66.7% | ||
| CPNG | COUPANG INCcl a | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CGNX | COGNEX CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| CNK | CINEMARK HLDGS INC | $2,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| CHURCH & DWIGHT CO INCcall | $1,000 | -50.0% | 2 | 0.0% | 0.00% | 0.0% | ||
| CENOVUS ENERGY INCcall | $1,000 | – | 1 | 0.0% | 0.00% | – | ||
| CVE | CENOVUS ENERGY INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CELH | CELSIUS HLDGS INC | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $2,000 | -33.3% | 47 | 0.0% | 0.00% | -50.0% | |
| CGC | CANOPY GROWTH CORP | $2,000 | -60.0% | 660 | 0.0% | 0.00% | -66.7% | |
| CAJ | CANON INCsponsored adr | $1,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| AVIR | ATEA PHARMACEUTICALS INC | $1,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $2,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $1,000 | -50.0% | 15 | 0.0% | 0.00% | 0.0% | |
| STLA | STELLANTIS N.V | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTL INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| FVE | ALERISLIFE INC | $0 | – | 145 | 0.0% | 0.00% | – | |
| LILAK | LIBERTY LATIN AMERICA LTD | $0 | – | 38 | 0.0% | 0.00% | – | |
| XP | XP INCcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| JHI | HANCOCK JOHN INVS TR | $0 | -100.0% | 34 | 0.0% | 0.00% | -100.0% | |
| ASIX | ADVANSIX INC | $0 | -100.0% | 12 | 0.0% | 0.00% | -100.0% | |
| LCI | LANNET INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| GNLN | GREENLANE HLDGS INCcl a | $0 | – | 754 | 0.0% | 0.00% | – | |
| ABBOTT LABScall | $0 | – | 1 | 0.0% | 0.00% | – | ||
| BETZ | LISTED FD TRroundhill sports | $0 | – | 1 | 0.0% | 0.00% | – | |
| QSR | RESTAURANT BRANDS INTL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GILEAD SCIENCES INCcall | $0 | – | 3 | 0.0% | 0.00% | – | ||
| RIDE | LORDSTOWN MOTORS CORP | $0 | -100.0% | 264 | 0.0% | 0.00% | -100.0% | |
| RBLX | ROBLOX CORPcl a | $0 | -100.0% | 15 | 0.0% | 0.00% | -100.0% | |
| FONR | FONAR CORP | $0 | – | 18 | 0.0% | 0.00% | – | |
| VCEL | VERICEL CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| DOCUSIGN INCcall | $0 | – | 1 | 0.0% | 0.00% | – | ||
| DBD | DIEBOLD NIXDORF INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 8 | 0.0% | 0.00% | – | |
| WTRH | WAITR HLDGS INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| TMDI | TITAN MED INC | $0 | – | 139 | 0.0% | 0.00% | – | |
| WEN | WENDYS CO | $0 | – | 4 | 0.0% | 0.00% | – | |
| CHEMOURS COcall | $0 | – | 1 | 0.0% | 0.00% | – | ||
| MICRO FOCUS INTL PLCspon adr new | $0 | – | 9 | 0.0% | 0.00% | – | ||
| XSOE | WISDOMTREE TRem ex st-owned | $0 | – | 13 | 0.0% | 0.00% | – | |
| GOEV | CANOO INC | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| NEWMONT CORPcall | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | ||
| SNCR | SYNCHRONOSS TECHNOLOGIES INC | $0 | – | 60 | 0.0% | 0.00% | – | |
| BHC | BAUSCH HEALTH COS INC | $0 | -100.0% | 22 | 0.0% | 0.00% | -100.0% | |
| BARRICK GOLD CORPcall | $0 | – | 1 | 0.0% | 0.00% | – | ||
| SAN | BANCO SANTANDER S.A.adr | $0 | – | 3 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| AVNT | AVIENT CORPORATION | $0 | – | 5 | 0.0% | 0.00% | – | |
| IBUY | AMPLIFY ETF TRonlin retl etf | $0 | -100.0% | 8 | 0.0% | 0.00% | -100.0% | |
| AMRN | AMARIN CORP PLCspons adr new | $0 | -100.0% | 330 | 0.0% | 0.00% | -100.0% | |
| PK | PARK HOTELS & RESORTS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| SABR | SABRE CORP | $0 | -100.0% | 44 | 0.0% | 0.00% | -100.0% | |
| INPIXON | $0 | – | 550 | 0.0% | 0.00% | – | ||
| BJK | VANECK ETF TRUSTgaming etf | $0 | – | 10 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| KAR | KAR AUCTION SVCS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| AIRBNB INCcall | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q3 2023 | 6.4% |
| NVIDIA CORPORATION | 7 | Q3 2023 | 4.7% |
| ISHARES TR | 7 | Q3 2023 | 3.7% |
| ISHARES TR | 7 | Q3 2023 | 3.2% |
| PARKER-HANNIFIN CORP | 7 | Q3 2023 | 3.0% |
| PROSHARES TR | 7 | Q3 2023 | 2.3% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q3 2023 | 1.9% |
| BLACKSTONE INC | 7 | Q3 2023 | 1.9% |
| ALPHABET INC | 7 | Q3 2023 | 1.9% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 1.9% |
View Tyler-Stone Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-22 |
View Tyler-Stone Wealth Management'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.