$352 Million is the total value of Stephens Consulting, LLC's 648 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 44.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $73,236,900 | +19.2% | 146,436 | +14.6% | 20.81% | +10.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $34,312,209 | +10.3% | 476,228 | +11.2% | 9.75% | +2.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $32,357,240 | -10.0% | 133,652 | -7.1% | 9.20% | -16.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $31,306,938 | +2.6% | 195,168 | +4.1% | 8.90% | -5.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $19,723,009 | +0.2% | 271,517 | +2.4% | 5.60% | -7.2% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $17,359,038 | +2.6% | 193,480 | +7.2% | 4.93% | -4.9% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $15,056,812 | +12.2% | 298,895 | +13.0% | 4.28% | +3.9% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $8,574,264 | +7.3% | 137,717 | +9.9% | 2.44% | -0.6% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $8,412,635 | -1.1% | 350,819 | -1.3% | 2.39% | -8.4% |
| MUB | Sell | ISHARES TRnational mun etf | $8,091,687 | -7.9% | 75,943 | -7.0% | 2.30% | -14.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,471,696 | +9.6% | 18,367 | +13.3% | 2.12% | +1.5% |
| NVDA | Buy | NVIDIA CORPORATION | $5,029,314 | +48.4% | 40,710 | +985.3% | 1.43% | +37.4% |
| RJF | Buy | RAYMOND JAMES FINL INC | $5,023,562 | -3.7% | 40,640 | +0.0% | 1.43% | -10.9% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $4,149,408 | +12.7% | 42,946 | +8.7% | 1.18% | +4.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,268,852 | -7.9% | 14,992 | -3.5% | 0.93% | -14.7% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $3,057,569 | – | 15,512 | +100.0% | 0.87% | – |
| FRDM | Buy | EA SERIES TRUSTfreedom 100 em | $3,004,756 | +12.7% | 85,072 | +7.6% | 0.85% | +4.4% |
| Buy | EA SERIES TRUSTalpha arch 1-3 | $2,937,313 | +10.8% | 27,244 | +9.4% | 0.84% | +2.6% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,642,778 | +7.9% | 7,250 | -0.2% | 0.75% | 0.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,593,920 | -47.1% | 5,414 | -51.0% | 0.74% | -51.0% |
| AAPL | Sell | APPLE INC | $2,541,656 | +13.2% | 12,067 | -7.8% | 0.72% | +4.8% |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $2,497,829 | – | 25,743 | +100.0% | 0.71% | – |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $2,455,109 | +4.6% | 26,750 | +4.6% | 0.70% | -3.1% |
| New | T ROWE PRICE ETF INCsmall mid cap | $2,454,569 | – | 81,219 | +100.0% | 0.70% | – | |
| IBTG | Buy | ISHARES TRibonds 26 trm ts | $2,272,730 | +513.3% | 100,320 | +514.7% | 0.65% | +466.7% |
| ESML | Buy | ISHARES TResg aware msci | $2,194,429 | +0.1% | 56,998 | +4.7% | 0.62% | -7.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,876,409 | +8.2% | 5,017 | -0.5% | 0.53% | +0.2% |
| MSFT | Sell | MICROSOFT CORP | $1,835,396 | -6.3% | 4,106 | -11.8% | 0.52% | -13.1% |
| JPM | Sell | JPMORGAN CHASE & CO. | $1,576,854 | -0.1% | 7,796 | -1.1% | 0.45% | -7.4% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,552,167 | -1.9% | 31,408 | -0.4% | 0.44% | -9.3% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,419,863 | -3.8% | 18,959 | -3.1% | 0.40% | -11.0% |
| BFB | BROWN FORMAN CORPcl b | $1,209,089 | -16.3% | 27,995 | 0.0% | 0.34% | -22.3% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,092,737 | +9.9% | 11,257 | +10.8% | 0.31% | +2.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,092,560 | -1.9% | 1,997 | -5.7% | 0.31% | -9.4% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,077,325 | -0.1% | 6,309 | -3.8% | 0.31% | -7.6% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,053,528 | -3.0% | 6,413 | 0.0% | 0.30% | -10.2% | |
| BFA | BROWN FORMAN CORPcl a | $1,036,770 | -16.7% | 23,494 | 0.0% | 0.30% | -22.8% | |
| New | BOEING COcall | $910,050 | – | 5,000 | +100.0% | 0.26% | – | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $840,987 | +27.2% | 4,617 | +5.4% | 0.24% | +17.7% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $791,183 | -4.4% | 4,687 | -0.7% | 0.22% | -11.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $730,420 | -8.8% | 12,482 | -5.4% | 0.21% | -15.4% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $694,331 | -15.8% | 8,929 | -12.7% | 0.20% | -22.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $691,667 | -12.0% | 3,999 | -2.9% | 0.20% | -18.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $644,295 | -4.0% | 3,529 | -4.0% | 0.18% | -11.2% |
| LINDE PLC | $620,039 | -5.5% | 1,413 | 0.0% | 0.18% | -12.4% | ||
| GLD | Sell | SPDR GOLD TR | $606,974 | +4.3% | 2,823 | -0.2% | 0.17% | -3.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $575,418 | -3.2% | 3,937 | +4.8% | 0.16% | -9.9% |
| ORCL | Buy | ORACLE CORP | $571,719 | +18.8% | 4,049 | +5.7% | 0.16% | +9.5% |
| PEP | Buy | PEPSICO INC | $550,395 | -4.4% | 3,337 | +1.4% | 0.16% | -11.9% |
| AMZN | Buy | AMAZON COM INC | $506,895 | +78.5% | 2,623 | +66.6% | 0.14% | +65.5% |
| XLK | SELECT SECTOR SPDR TRtechnology | $506,982 | +8.6% | 2,241 | 0.0% | 0.14% | +0.7% | |
| PG | Sell | PROCTER AND GAMBLE CO | $474,624 | -0.5% | 2,878 | -2.1% | 0.14% | -7.5% |
| RSG | REPUBLIC SVCS INC | $458,449 | +1.5% | 2,359 | 0.0% | 0.13% | -6.5% | |
| AMGN | AMGEN INC | $434,306 | +9.9% | 1,390 | 0.0% | 0.12% | +1.7% | |
| DTE | DTE ENERGY CO | $426,501 | -1.0% | 3,842 | 0.0% | 0.12% | -8.3% | |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $420,066 | -0.0% | 8,868 | +0.1% | 0.12% | -7.8% |
| WMT | Sell | WALMART INC | $413,776 | +7.5% | 6,111 | -4.4% | 0.12% | 0.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $405,335 | -10.7% | 2,221 | -6.2% | 0.12% | -17.3% |
| ILCV | Sell | ISHARES TRmorningstar valu | $402,909 | -6.0% | 5,279 | -5.4% | 0.11% | -13.6% |
| VOTE | Sell | TCW ETF TRUSTtransfrm 500 etf | $397,243 | -0.2% | 6,248 | -3.9% | 0.11% | -7.4% |
| MO | Buy | ALTRIA GROUP INC | $387,287 | +6.1% | 8,502 | +1.6% | 0.11% | -1.8% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $369,627 | -50.1% | 3,117 | -49.1% | 0.10% | -53.7% |
| SYK | Sell | STRYKER CORPORATION | $354,201 | -13.9% | 1,041 | -9.5% | 0.10% | -19.8% |
| IUSG | ISHARES TRcore s&p us gwt | $351,080 | +8.8% | 2,754 | 0.0% | 0.10% | +1.0% | |
| HCA | HCA HEALTHCARE INC | $348,268 | -3.7% | 1,084 | 0.0% | 0.10% | -10.8% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $337,538 | -32.1% | 4,368 | -32.0% | 0.10% | -36.8% |
| ESGE | Buy | ISHARES INCesg awr msci em | $335,895 | +18.2% | 10,018 | +13.6% | 0.10% | +9.2% |
| SMG | SCOTTS MIRACLE-GRO COcl a | $327,515 | -12.8% | 5,034 | 0.0% | 0.09% | -19.1% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $325,162 | +21.4% | 2,278 | +9.2% | 0.09% | +12.2% |
| XOM | EXXON MOBIL CORP | $318,125 | -1.0% | 2,763 | 0.0% | 0.09% | -9.1% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $303,193 | +297.8% | 3,953 | +297.7% | 0.09% | +273.9% |
| DGRO | Sell | ISHARES TRcore div grwth | $303,076 | -4.1% | 5,261 | -3.4% | 0.09% | -11.3% |
| ABBV | Buy | ABBVIE INC | $300,201 | -4.5% | 1,750 | +1.4% | 0.08% | -11.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $298,800 | +1.7% | 4,150 | +2.2% | 0.08% | -5.6% |
| HD | Sell | HOME DEPOT INC | $284,343 | -12.7% | 826 | -2.7% | 0.08% | -19.0% |
| TXN | Buy | TEXAS INSTRS INC | $262,616 | +16.9% | 1,350 | +4.7% | 0.08% | +8.7% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $237,337 | -41.5% | 3,013 | -40.7% | 0.07% | -46.4% |
| AVY | AVERY DENNISON CORP | $228,490 | -2.1% | 1,045 | 0.0% | 0.06% | -9.7% | |
| CMS | Buy | CMS ENERGY CORP | $223,753 | -1.2% | 3,759 | +0.2% | 0.06% | -7.2% |
| DIS | Buy | DISNEY WALT CO | $212,496 | -4.6% | 2,140 | +17.6% | 0.06% | -11.8% |
| ESGU | ISHARES TResg awr msci usa | $206,663 | +3.8% | 1,732 | 0.0% | 0.06% | -3.3% | |
| COST | COSTCO WHSL CORP NEW | $199,748 | +16.0% | 235 | 0.0% | 0.06% | +7.5% | |
| New | TESLA INCcall | $197,880 | – | 1,000 | +100.0% | 0.06% | – | |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $196,916 | -10.2% | 14,940 | -4.9% | 0.06% | -16.4% |
| SO | Buy | SOUTHERN CO | $192,452 | +12.8% | 2,481 | +4.3% | 0.06% | +5.8% |
| F | Sell | FORD MTR CO DEL | $190,779 | -8.1% | 15,214 | -2.7% | 0.05% | -15.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $187,130 | +8.3% | 1,867 | +4.5% | 0.05% | 0.0% |
| CAT | CATERPILLAR INC | $183,464 | -9.1% | 551 | 0.0% | 0.05% | -16.1% | |
| Sell | ALPS ETF TRoshares us qualt | $178,981 | -15.4% | 3,607 | -15.8% | 0.05% | -21.5% | |
| FMB | Sell | FIRST TR EXCHANGE-TRADED FDmanagd mun etf | $178,236 | -0.9% | 3,491 | -0.3% | 0.05% | -7.3% |
| MTUM | ISHARES TRmsci usa mmentm | $174,214 | +4.0% | 894 | 0.0% | 0.05% | -2.0% | |
| MRK | Sell | MERCK & CO INC | $176,911 | -15.7% | 1,429 | -10.1% | 0.05% | -21.9% |
| IWN | ISHARES TRrus 2000 val etf | $169,206 | -4.1% | 1,111 | 0.0% | 0.05% | -11.1% | |
| DOW | Sell | DOW INC | $167,002 | -8.5% | 3,148 | -0.1% | 0.05% | -16.1% |
| FB | Buy | META PLATFORMS INCcl a | $166,393 | +114.2% | 330 | +106.2% | 0.05% | +95.8% |
| MAS | Sell | MASCO CORP | $166,009 | -28.0% | 2,490 | -14.8% | 0.05% | -33.8% |
| IUSB | ISHARES TRcore total usd | $164,420 | -0.8% | 3,636 | 0.0% | 0.05% | -7.8% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $162,210 | -70.0% | 1,000 | -66.7% | 0.05% | -72.3% |
| RPM | RPM INTL INC | $162,167 | -9.5% | 1,506 | 0.0% | 0.05% | -16.4% | |
| LLY | Buy | ELI LILLY & CO | $161,158 | +51.2% | 178 | +29.9% | 0.05% | +39.4% |
| MMM | Buy | 3M CO | $162,994 | +4.0% | 1,595 | +7.9% | 0.05% | -4.2% |
| KO | COCA COLA CO | $162,308 | +4.0% | 2,550 | 0.0% | 0.05% | -4.2% | |
| DTM | DT MIDSTREAM INC | $146,251 | +16.3% | 2,059 | 0.0% | 0.04% | +7.7% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $146,940 | -3.8% | 270 | -7.5% | 0.04% | -10.6% |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $144,528 | -1.8% | 2,109 | -1.4% | 0.04% | -8.9% |
| DE | Buy | DEERE & CO | $142,354 | -5.0% | 381 | +4.4% | 0.04% | -13.0% |
| SHE | New | SPDR SER TRspdr msci usa ge | $142,515 | – | 1,310 | +100.0% | 0.04% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $141,248 | -1.6% | 324 | +8.0% | 0.04% | -9.1% |
| VV | VANGUARD INDEX FDSlarge cap etf | $137,042 | +4.1% | 549 | 0.0% | 0.04% | -2.5% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $138,300 | +0.5% | 1,647 | +0.1% | 0.04% | -7.1% |
| TSLA | Buy | TESLA INC | $132,184 | +132.8% | 668 | +106.8% | 0.04% | +123.5% |
| EAGG | Sell | ISHARES TResg awr us agrgt | $128,784 | -11.5% | 2,763 | -10.6% | 0.04% | -17.8% |
| ADI | Buy | ANALOG DEVICES INC | $130,565 | +24.1% | 572 | +7.5% | 0.04% | +15.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $128,272 | +20.1% | 1,266 | +8.6% | 0.04% | +9.1% |
| CSCO | Buy | CISCO SYS INC | $127,199 | -2.6% | 2,677 | +2.3% | 0.04% | -10.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $124,372 | -11.3% | 613 | -8.1% | 0.04% | -18.6% |
| BX | BLACKSTONE INC | $123,800 | -5.8% | 1,000 | 0.0% | 0.04% | -12.5% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $119,365 | +3.4% | 929 | +5.2% | 0.03% | -2.9% |
| IEMG | ISHARES INCcore msci emkt | $118,784 | +3.7% | 2,219 | 0.0% | 0.03% | -2.9% | |
| V | Buy | VISA INC | $119,047 | +76.6% | 454 | +87.6% | 0.03% | +61.9% |
| BDX | BECTON DICKINSON & CO | $119,426 | -5.6% | 511 | 0.0% | 0.03% | -12.8% | |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $116,440 | -20.0% | 1,000 | 0.0% | 0.03% | -26.7% | |
| KMI | KINDER MORGAN INC DEL | $117,691 | +8.3% | 5,923 | 0.0% | 0.03% | 0.0% | |
| IAU | Sell | ISHARES GOLD TRishares new | $116,635 | -0.2% | 2,655 | -4.5% | 0.03% | -8.3% |
| INGR | INGREDION INC | $114,700 | -1.8% | 1,000 | 0.0% | 0.03% | -8.3% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $116,118 | -23.4% | 2,796 | 0.0% | 0.03% | -29.8% | |
| MCD | MCDONALDS CORP | $112,385 | -9.6% | 441 | 0.0% | 0.03% | -15.8% | |
| PFE | Buy | PFIZER INC | $109,486 | +8.0% | 3,913 | +7.1% | 0.03% | 0.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $107,564 | -5.7% | 402 | -8.4% | 0.03% | -11.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $101,965 | -22.2% | 1,587 | -24.9% | 0.03% | -27.5% |
| SPSB | New | SPDR SER TRportfolio short | $98,991 | – | 3,333 | +100.0% | 0.03% | – |
| SDY | Sell | SPDR SER TRs&p divid etf | $99,619 | -31.9% | 783 | -29.8% | 0.03% | -37.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $98,864 | +95.6% | 539 | +62.3% | 0.03% | +75.0% |
| XJH | Sell | ISHARES TResg scrd s&p mid | $96,404 | -16.5% | 2,436 | -13.3% | 0.03% | -22.9% |
| IUSV | ISHARES TRcore s&p us vlu | $95,357 | -2.6% | 1,082 | 0.0% | 0.03% | -10.0% | |
| DPZ | DOMINOS PIZZA INC | $89,842 | +3.9% | 174 | 0.0% | 0.03% | -3.7% | |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $91,534 | -3.7% | 1,894 | -4.0% | 0.03% | -10.3% |
| CVX | Buy | CHEVRON CORP NEW | $87,909 | +22.5% | 562 | +23.5% | 0.02% | +13.6% |
| SLV | Buy | ISHARES SILVER TRishares | $89,648 | +20.5% | 3,374 | +3.2% | 0.02% | +8.7% |
| ANTM | ELEVANCE HEALTH INC | $88,866 | +4.5% | 164 | 0.0% | 0.02% | -3.8% | |
| JCI | JOHNSON CTLS INTL PLC | $88,871 | +1.8% | 1,337 | 0.0% | 0.02% | -7.4% | |
| SMMV | Buy | ISHARES TRmsci usa smcp mn | $86,874 | -0.4% | 2,329 | +0.0% | 0.02% | -7.4% |
| BA | Buy | BOEING CO | $83,907 | +310.2% | 461 | +334.9% | 0.02% | +300.0% |
| AEP | AMERICAN ELEC PWR CO INC | $81,160 | +1.9% | 925 | 0.0% | 0.02% | -4.2% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $81,670 | +5.4% | 1,866 | +0.6% | 0.02% | -4.2% |
| NSC | Buy | NORFOLK SOUTHN CORP | $81,797 | -5.3% | 381 | +12.4% | 0.02% | -14.8% |
| AMAT | APPLIED MATLS INC | $80,945 | +14.4% | 343 | 0.0% | 0.02% | +4.5% | |
| ETN | Buy | EATON CORP PLC | $81,837 | +30.9% | 261 | +30.5% | 0.02% | +21.1% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $78,226 | +2.0% | 855 | 0.0% | 0.02% | -8.3% | |
| YUM | Buy | YUM BRANDS INC | $77,755 | +12.2% | 587 | +17.4% | 0.02% | +4.8% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $75,482 | +11284.9% | 806 | +11414.3% | 0.02% | – |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $74,460 | -1.9% | 886 | 0.0% | 0.02% | -8.7% | |
| PEBO | Buy | PEOPLES BANCORP INC | $71,824 | +2.6% | 2,394 | +1.3% | 0.02% | -4.8% |
| BAC | Buy | BANK AMERICA CORP | $71,088 | +5.0% | 1,787 | +0.1% | 0.02% | -4.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $71,151 | +122.9% | 1,561 | +124.9% | 0.02% | +100.0% |
| PII | POLARIS INC | $71,263 | -21.8% | 910 | 0.0% | 0.02% | -28.6% | |
| NFLX | Buy | NETFLIX INC | $66,139 | +988.9% | 98 | +880.0% | 0.02% | +850.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $68,308 | +16.3% | 295 | +14.3% | 0.02% | +5.6% |
| ON | ON SEMICONDUCTOR CORP | $68,550 | -6.8% | 1,000 | 0.0% | 0.02% | -17.4% | |
| HON | Buy | HONEYWELL INTL INC | $67,847 | +11.5% | 318 | +7.4% | 0.02% | 0.0% |
| IWP | ISHARES TRrus md cp gr etf | $63,367 | -3.2% | 574 | 0.0% | 0.02% | -10.0% | |
| MRNA | MODERNA INC | $64,838 | +11.4% | 546 | 0.0% | 0.02% | 0.0% | |
| DD | Sell | DUPONT DE NEMOURS INC | $63,507 | +4.5% | 789 | -0.5% | 0.02% | -5.3% |
| TGT | Buy | TARGET CORP | $63,954 | -8.2% | 432 | +9.9% | 0.02% | -14.3% |
| TFC | TRUIST FINL CORP | $60,412 | -0.3% | 1,555 | 0.0% | 0.02% | -10.5% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $60,263 | -26.0% | 565 | -23.3% | 0.02% | -32.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $61,201 | +6.4% | 1,484 | +8.2% | 0.02% | -5.6% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $60,235 | -53.7% | 154 | -52.9% | 0.02% | -57.5% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $56,877 | -9.1% | 725 | 0.0% | 0.02% | -15.8% | |
| COLB | Sell | COLUMBIA BKG SYS INC | $56,051 | -48.6% | 2,818 | -50.0% | 0.02% | -51.5% |
| COIN | COINBASE GLOBAL INC | $55,558 | -16.2% | 250 | 0.0% | 0.02% | -20.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $55,755 | -6.5% | 852 | 0.0% | 0.02% | -11.1% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $57,694 | +9.5% | 720 | 0.0% | 0.02% | 0.0% | |
| AVGO | Buy | BROADCOM INC | $57,800 | +118.0% | 36 | +80.0% | 0.02% | +100.0% |
| New | J P MORGAN EXCHANGE TRADED Fhedged equity la | $56,687 | – | 968 | +100.0% | 0.02% | – | |
| INTC | INTEL CORP | $54,936 | -29.9% | 1,774 | 0.0% | 0.02% | -33.3% | |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $51,078 | -0.1% | 655 | -13.2% | 0.02% | -6.2% |
| PH | Sell | PARKER-HANNIFIN CORP | $53,778 | -13.8% | 106 | -5.4% | 0.02% | -21.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $51,524 | -34.0% | 474 | -33.1% | 0.02% | -37.5% |
| EGP | EASTGROUP PPTYS INC | $51,030 | -5.4% | 300 | 0.0% | 0.02% | -11.8% | |
| QCOM | Buy | QUALCOMM INC | $48,202 | +216.3% | 242 | +168.9% | 0.01% | +180.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $49,802 | -2.2% | 595 | +1.0% | 0.01% | -12.5% |
| FE | FIRSTENERGY CORP | $47,685 | -0.9% | 1,246 | 0.0% | 0.01% | -6.7% | |
| CLF | CLEVELAND-CLIFFS INC NEW | $48,910 | -32.3% | 3,178 | 0.0% | 0.01% | -36.4% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $47,804 | -1.4% | 736 | 0.0% | 0.01% | -6.7% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $50,531 | +4.2% | 325 | +8.3% | 0.01% | -6.7% |
| NKE | NIKE INCcl b | $48,237 | -19.8% | 640 | 0.0% | 0.01% | -22.2% | |
| T | Sell | AT&T INC | $44,503 | -3.8% | 2,329 | -11.4% | 0.01% | -7.1% |
| RTX | Buy | RTX CORPORATION | $44,975 | +38.1% | 448 | +34.1% | 0.01% | +30.0% |
| AM | Buy | ANTERO MIDSTREAM CORP | $45,595 | +6.5% | 3,093 | +1.6% | 0.01% | 0.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $47,165 | -21.7% | 606 | -18.1% | 0.01% | -27.8% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $44,139 | -2.0% | 455 | +0.2% | 0.01% | -7.1% |
| LRCX | LAM RESEARCH CORP | $45,789 | +9.6% | 43 | 0.0% | 0.01% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $45,784 | -0.2% | 350 | 0.0% | 0.01% | -7.1% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $40,612 | +3.8% | 596 | 0.0% | 0.01% | 0.0% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $43,474 | +3.2% | 1,110 | +14.2% | 0.01% | -7.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $43,009 | -13.5% | 367 | -13.2% | 0.01% | -20.0% |
| UAL | UNITED AIRLS HLDGS INC | $43,113 | +1.6% | 886 | 0.0% | 0.01% | -7.7% | |
| ENB | ENBRIDGE INC | $41,320 | -1.6% | 1,161 | 0.0% | 0.01% | -7.7% | |
| CTVA | Sell | CORTEVA INC | $40,294 | -7.0% | 747 | -0.5% | 0.01% | -15.4% |
| ABT | Buy | ABBOTT LABS | $37,858 | +5.3% | 364 | +15.2% | 0.01% | 0.0% |
| OMI | OWENS & MINOR INC NEW | $38,916 | -51.3% | 2,883 | 0.0% | 0.01% | -56.0% | |
| IXUS | ISHARES TRcore msci total | $37,496 | -0.4% | 555 | 0.0% | 0.01% | -8.3% | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $38,661 | -28.1% | 257 | -25.5% | 0.01% | -35.3% |
| BNTX | BIONTECH SEsponsored ads | $40,180 | -12.9% | 500 | 0.0% | 0.01% | -21.4% | |
| NEE | NEXTERA ENERGY INC | $37,105 | +10.8% | 524 | 0.0% | 0.01% | +10.0% | |
| IBDR | Buy | ISHARES TRibonds dec2026 | $39,204 | +0.8% | 1,646 | +0.9% | 0.01% | -8.3% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $39,350 | +1.0% | 1,583 | +0.8% | 0.01% | -8.3% |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $34,196 | +10.1% | 1,350 | 0.0% | 0.01% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $34,720 | -2.6% | 199 | 0.0% | 0.01% | -9.1% | |
| XLE | SELECT SECTOR SPDR TRenergy | $34,364 | -3.5% | 377 | 0.0% | 0.01% | -9.1% | |
| CVS | Sell | CVS HEALTH CORP | $36,284 | -47.6% | 614 | -29.2% | 0.01% | -52.4% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $34,329 | +0.8% | 1,447 | +1.1% | 0.01% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $36,813 | +11.1% | 269 | +20.6% | 0.01% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $31,501 | -1.3% | 664 | -0.4% | 0.01% | -10.0% |
| CRM | Buy | SALESFORCE INC | $33,166 | +2652.4% | 129 | +3125.0% | 0.01% | – |
| DLTR | DOLLAR TREE INC | $32,031 | -19.8% | 300 | 0.0% | 0.01% | -25.0% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $30,467 | +0.1% | 540 | 0.0% | 0.01% | 0.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $32,100 | +1.9% | 285 | 0.0% | 0.01% | -10.0% | |
| GIS | GENERAL MLS INC | $33,275 | -9.6% | 526 | 0.0% | 0.01% | -18.2% | |
| GPC | GENUINE PARTS CO | $31,399 | -10.7% | 227 | 0.0% | 0.01% | -18.2% | |
| MPC | MARATHON PETE CORP | $31,400 | -13.9% | 181 | 0.0% | 0.01% | -18.2% | |
| ADSK | New | AUTODESK INC | $31,922 | – | 129 | +100.0% | 0.01% | – |
| LOW | Buy | LOWES COS INC | $31,967 | +67.3% | 145 | +93.3% | 0.01% | +50.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $31,296 | +52.9% | 67 | +48.9% | 0.01% | +50.0% |
| IBDT | ISHARES TRibds dec28 etf | $32,424 | -0.5% | 1,309 | 0.0% | 0.01% | -10.0% | |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $31,405 | – | 67 | +100.0% | 0.01% | – |
| AEM | AGNICO EAGLE MINES LTD | $32,700 | +9.6% | 500 | 0.0% | 0.01% | 0.0% | |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $28,688 | -6.5% | 422 | +0.5% | 0.01% | -11.1% |
| UNP | Sell | UNION PAC CORP | $28,283 | -44.5% | 125 | -39.6% | 0.01% | -50.0% |
| EA SERIES TRUSTstrive us energy | $28,653 | -4.4% | 957 | 0.0% | 0.01% | -11.1% | ||
| CONSTELLATION ENERGY CORP | $29,240 | +8.3% | 146 | 0.0% | 0.01% | 0.0% | ||
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $26,394 | -4.0% | 111 | +0.9% | 0.01% | 0.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $28,980 | -0.7% | 1,000 | 0.0% | 0.01% | -11.1% | |
| OMC | OMNICOM GROUP INC | $29,871 | -7.3% | 333 | 0.0% | 0.01% | -20.0% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $27,249 | -14.4% | 620 | -2.5% | 0.01% | -20.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $29,862 | +105.5% | 54 | +116.0% | 0.01% | +100.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $28,593 | -4.9% | 294 | +0.3% | 0.01% | -11.1% |
| COP | Buy | CONOCOPHILLIPS | $29,053 | +52.2% | 254 | +69.3% | 0.01% | +33.3% |
| REGN | New | REGENERON PHARMACEUTICALS | $26,276 | – | 25 | +100.0% | 0.01% | – |
| KRP | KIMBELL RTY PARTNERS LPunit | $24,540 | +5.4% | 1,500 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $24,729 | -4.2% | 685 | 0.0% | 0.01% | -12.5% | |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $23,287 | – | 550 | +100.0% | 0.01% | – |
| SCZ | Sell | ISHARES TReafe sml cp etf | $24,841 | -26.3% | 403 | -24.2% | 0.01% | -30.0% |
| New | TWO RDS SHARED TRhypatia women | $25,542 | – | 900 | +100.0% | 0.01% | – | |
| WPM | WHEATON PRECIOUS METALS CORP | $25,215 | +11.2% | 481 | 0.0% | 0.01% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $25,710 | +1.5% | 690 | 0.0% | 0.01% | -12.5% | |
| SBUX | Buy | STARBUCKS CORP | $26,080 | +409.6% | 335 | +498.2% | 0.01% | +250.0% |
| PGR | New | PROGRESSIVE CORP | $23,056 | – | 111 | +100.0% | 0.01% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $26,274 | – | 526 | +100.0% | 0.01% | – |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $21,815 | -0.0% | 372 | 0.0% | 0.01% | -14.3% | |
| SHELL PLCspon ads | $21,654 | +7.7% | 300 | 0.0% | 0.01% | 0.0% | ||
| MA | MASTERCARD INCORPORATEDcl a | $22,533 | -8.4% | 51 | 0.0% | 0.01% | -25.0% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $20,011 | -13.8% | 80 | -10.1% | 0.01% | -14.3% |
| DLR | DIGITAL RLTY TR INC | $22,808 | +5.6% | 150 | 0.0% | 0.01% | -14.3% | |
| SUM | Buy | SUMMIT MATLS INCcl a | $21,966 | -1.4% | 600 | +20.0% | 0.01% | -14.3% |
| WFC | WELLS FARGO CO NEW | $21,084 | +2.5% | 355 | 0.0% | 0.01% | 0.0% | |
| MS | Buy | MORGAN STANLEY | $19,438 | +65.1% | 200 | +60.0% | 0.01% | +50.0% |
| PANW | PALO ALTO NETWORKS INC | $20,341 | +19.3% | 60 | 0.0% | 0.01% | +20.0% | |
| AFL | Sell | AFLAC INC | $20,185 | -6.0% | 226 | -9.6% | 0.01% | -14.3% |
| GE AEROSPACE | $22,733 | -9.4% | 143 | 0.0% | 0.01% | -25.0% | ||
| New | SOLVENTUM CORP | $19,513 | – | 369 | +100.0% | 0.01% | – | |
| AMPLIFY ETF TRamplify cybersec | $19,484 | +1.0% | 301 | 0.0% | 0.01% | 0.0% | ||
| STLA | Buy | STELLANTIS N.V | $20,188 | +14116.9% | 1,017 | +20240.0% | 0.01% | – |
| BLK | Buy | BLACKROCK INC | $19,683 | +96.7% | 25 | +108.3% | 0.01% | +100.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $21,706 | -17.8% | 200 | 0.0% | 0.01% | -25.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $21,267 | -5.2% | 221 | 0.0% | 0.01% | -14.3% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $17,844 | +5.2% | 1,270 | 0.0% | 0.01% | 0.0% | |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $18,468 | -69.3% | 380 | -70.3% | 0.01% | -72.2% |
| MMC | New | MARSH & MCLENNAN COS INC | $16,858 | – | 80 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INCcl a | $19,155 | – | 290 | +100.0% | 0.01% | – |
| Sell | LUCID GROUP INC | $15,895 | -17.6% | 6,090 | -10.0% | 0.01% | -16.7% | |
| FTNT | FORTINET INC | $17,780 | -11.8% | 295 | 0.0% | 0.01% | -16.7% | |
| HYD | VANECK ETF TRUSThigh yld munietf | $16,942 | -1.2% | 328 | 0.0% | 0.01% | 0.0% | |
| LI | LI AUTO INCsponsored ads | $17,880 | -41.0% | 1,000 | 0.0% | 0.01% | -44.4% | |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $16,326 | -5.4% | 253 | +0.4% | 0.01% | 0.0% |
| ESPO | VANECK ETF TRUSTvideo gmng esprt | $17,129 | +7.0% | 256 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66 | $18,776 | -13.6% | 133 | 0.0% | 0.01% | -28.6% | |
| EXPD | New | EXPEDITORS INTL WASH INC | $15,974 | – | 128 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $16,905 | – | 38 | +100.0% | 0.01% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $18,628 | -6.4% | 604 | +20.8% | 0.01% | -16.7% |
| ET | ENERGY TRANSFER L P | $16,220 | +3.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| IBMM | ISHARES TRibonds dec | $18,154 | +0.4% | 697 | 0.0% | 0.01% | -16.7% | |
| GOLD | BARRICK GOLD CORP | $16,680 | +0.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $16,910 | +0.5% | 30 | 0.0% | 0.01% | 0.0% | |
| SYY | SYSCO CORP | $17,705 | -12.1% | 248 | 0.0% | 0.01% | -16.7% | |
| WEC | WEC ENERGY GROUP INC | $17,889 | -4.5% | 228 | 0.0% | 0.01% | -16.7% | |
| DHR | DANAHER CORPORATION | $18,739 | +0.1% | 75 | 0.0% | 0.01% | -16.7% | |
| MDXG | MIMEDX GROUP INC | $15,939 | -10.0% | 2,300 | 0.0% | 0.01% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $19,238 | +11.6% | 146 | 0.0% | 0.01% | 0.0% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $13,716 | -35.7% | 357 | -34.7% | 0.00% | -42.9% |
| ACHIEVE LIFE SCIENCES INC | $14,100 | +3.4% | 3,000 | 0.0% | 0.00% | 0.0% | ||
| ADC | AGREE RLTY CORP | $12,388 | +8.4% | 200 | 0.0% | 0.00% | 0.0% | |
| ABC | CENCORA INC | $13,518 | -7.3% | 60 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $13,420 | -19.0% | 2,000 | 0.0% | 0.00% | -20.0% | |
| COF | CAPITAL ONE FINL CORP | $13,955 | -7.0% | 101 | 0.0% | 0.00% | -20.0% | |
| KMX | CARMAX INC | $15,402 | -15.8% | 210 | 0.0% | 0.00% | -33.3% | |
| CMA | COMERICA INC | $14,292 | -7.2% | 280 | 0.0% | 0.00% | -20.0% | |
| DOV | DOVER CORP | $15,700 | +1.8% | 87 | 0.0% | 0.00% | -20.0% | |
| EXC | EXELON CORP | $15,194 | -7.9% | 439 | 0.0% | 0.00% | -20.0% | |
| FDS | New | FACTSET RESH SYS INC | $13,473 | – | 33 | +100.0% | 0.00% | – |
| FSLR | FIRST SOLAR INC | $15,783 | +33.6% | 70 | 0.0% | 0.00% | 0.0% | |
| QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $14,716 | -3.6% | 528 | 0.0% | 0.00% | -20.0% | |
| EEMV | ISHARES INCmsci emerg mrkt | $13,960 | +1.1% | 244 | 0.0% | 0.00% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $12,641 | -1.6% | 118 | 0.0% | 0.00% | 0.0% | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $12,847 | +0.4% | 580 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES TRexponential tech | $15,237 | -1.3% | 259 | 0.0% | 0.00% | -20.0% | |
| LVHI | LEGG MASON ETF INVTfranklin intl lw | $13,842 | -0.5% | 467 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $12,354 | +8.8% | 32 | 0.0% | 0.00% | +33.3% | |
| NVS | New | NOVARTIS AGsponsored adr | $14,053 | – | 132 | +100.0% | 0.00% | – |
| NUE | NUCOR CORP | $15,808 | -20.1% | 100 | 0.0% | 0.00% | -33.3% | |
| OXY | OCCIDENTAL PETE CORP | $12,606 | -3.0% | 200 | 0.0% | 0.00% | 0.0% | |
| RRC | RANGE RES CORP | $14,418 | -2.6% | 430 | 0.0% | 0.00% | -20.0% | |
| SEIC | New | SEI INVTS CO | $12,615 | – | 195 | +100.0% | 0.00% | – |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $13,187 | +8.5% | 178 | +11.2% | 0.00% | 0.0% |
| THOMSON REUTERS CORP. | $13,318 | +8.2% | 79 | 0.0% | 0.00% | 0.0% | ||
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $12,390 | +339.7% | 155 | +342.9% | 0.00% | +300.0% |
| AON | New | AON PLC | $9,395 | – | 32 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $9,708 | – | 93 | +100.0% | 0.00% | – |
| D | New | DOMINION ENERGY INC | $10,633 | – | 217 | +100.0% | 0.00% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $10,190 | +89.9% | 43 | +115.0% | 0.00% | +50.0% |
| EIX | Buy | EDISON INTL | $8,973 | +2.6% | 125 | +0.8% | 0.00% | 0.0% |
| FSK | FS KKR CAP CORP | $11,207 | +3.5% | 568 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC | $10,416 | -2.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $9,861 | +3.6% | 33 | 0.0% | 0.00% | 0.0% | |
| FIDELITY WISE ORIGIN BITCOIN | $10,492 | -15.5% | 200 | 0.0% | 0.00% | -25.0% | ||
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $10,044 | +2.0% | 744 | 0.0% | 0.00% | 0.0% | |
| NNN | NNN REIT INC | $10,224 | -0.3% | 240 | 0.0% | 0.00% | 0.0% | |
| MCK | New | MCKESSON CORP | $11,097 | – | 19 | +100.0% | 0.00% | – |
| MAIN | MAIN STR CAP CORP | $9,038 | +6.7% | 179 | 0.0% | 0.00% | 0.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $11,158 | -2.9% | 142 | -1.4% | 0.00% | -25.0% |
| IWS | ISHARES TRrus mdcp val etf | $9,056 | -3.7% | 75 | 0.0% | 0.00% | 0.0% | |
| WDAY | New | WORKDAY INCcl a | $9,837 | – | 44 | +100.0% | 0.00% | – |
| IJK | ISHARES TRs&p mc 400gr etf | $11,983 | -3.4% | 136 | 0.0% | 0.00% | -25.0% | |
| AVAV | AEROVIRONMENT INC | $9,108 | +18.8% | 50 | 0.0% | 0.00% | +50.0% | |
| APD | New | AIR PRODS & CHEMS INC | $11,355 | – | 44 | +100.0% | 0.00% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $11,623 | – | 256 | +100.0% | 0.00% | – |
| AVTR | AVANTOR INC | $10,600 | -17.1% | 500 | 0.0% | 0.00% | -25.0% | |
| BHP | BHP GROUP LTDsponsored ads | $11,418 | -1.0% | 200 | 0.0% | 0.00% | -25.0% | |
| UNH | UNITEDHEALTH GROUP INC | $10,186 | +3.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $10,212 | -4.1% | 90 | 0.0% | 0.00% | 0.0% | |
| CI | New | THE CIGNA GROUP | $11,240 | – | 34 | +100.0% | 0.00% | – |
| SDOG | Sell | ALPS ETF TRsectr div dogs | $9,193 | -10.3% | 174 | -8.4% | 0.00% | 0.0% |
| MDT | MEDTRONIC PLC | $11,020 | -9.7% | 140 | 0.0% | 0.00% | -25.0% | |
| SQ | New | BLOCK INCcl a | $10,319 | – | 160 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $9,398 | – | 150 | +100.0% | 0.00% | – |
| CHD | CHURCH & DWIGHT CO INC | $10,368 | -0.6% | 100 | 0.0% | 0.00% | 0.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $9,905 | -82.7% | 3,500 | -76.3% | 0.00% | -83.3% |
| SCHW | New | SCHWAB CHARLES CORP | $9,285 | – | 126 | +100.0% | 0.00% | – |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $10,167 | -3.8% | 19 | 0.0% | 0.00% | 0.0% | |
| USHY | Buy | ISHARES TRbroad usd high | $10,138 | +0.9% | 279 | +1.5% | 0.00% | 0.0% |
| MDYV | SPDR SER TRs&p 400 mdcp val | $10,894 | -3.5% | 149 | 0.0% | 0.00% | 0.0% | |
| DEO | Buy | DIAGEO PLCspon adr new | $10,591 | +691.0% | 84 | +833.3% | 0.00% | – |
| DG | Sell | DOLLAR GEN CORP NEW | $10,539 | -70.6% | 80 | -65.1% | 0.00% | -72.7% |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $5,979 | -9.5% | 101 | 0.0% | 0.00% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $7,709 | +3.7% | 181 | 0.0% | 0.00% | 0.0% | |
| IBMO | ISHARES TRibonds dec 26 | $7,926 | -0.1% | 313 | 0.0% | 0.00% | 0.0% | |
| IBMP | ISHARES TRibonds dec 27 | $7,854 | -0.6% | 314 | 0.0% | 0.00% | 0.0% | |
| IBMQ | ISHARES TRibonds dec 28 | $7,832 | -1.0% | 313 | 0.0% | 0.00% | 0.0% | |
| IBMN | ISHARES TRibonds dec 25 | $7,946 | +0.1% | 300 | 0.0% | 0.00% | 0.0% | |
| IBTH | ISHARES TRibonds 27 trm ts | $7,374 | -0.4% | 334 | 0.0% | 0.00% | 0.0% | |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $6,094 | +1.0% | 262 | +0.8% | 0.00% | 0.0% |
| WOMN | Buy | TIDAL TRUST IIIywca womens etf | $7,204 | +99.6% | 200 | +100.0% | 0.00% | +100.0% |
| KLAC | New | KLA CORP | $7,421 | – | 9 | +100.0% | 0.00% | – |
| KKR | New | KKR & CO INC | $6,210 | – | 59 | +100.0% | 0.00% | – |
| KMB | KIMBERLY-CLARK CORP | $5,805 | +6.8% | 42 | 0.0% | 0.00% | 0.0% | |
| KHC | Buy | KRAFT HEINZ CO | $8,305 | -11.4% | 258 | +1.6% | 0.00% | -33.3% |
| LULU | LULULEMON ATHLETICA INC | $6,273 | -23.5% | 21 | 0.0% | 0.00% | -33.3% | |
| HSY | Sell | HERSHEY CO | $5,515 | -50.3% | 30 | -47.4% | 0.00% | -33.3% |
| GT | GOODYEAR TIRE & RUBR CO | $6,538 | -17.3% | 576 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $8,662 | -7.5% | 2,082 | 0.0% | 0.00% | -33.3% | |
| NDAQ | New | NASDAQ INC | $5,665 | – | 94 | +100.0% | 0.00% | – |
| GSK PLCsponsored adr | $6,584 | -10.2% | 171 | 0.0% | 0.00% | 0.0% | ||
| GILD | GILEAD SCIENCES INC | $5,489 | -6.3% | 80 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $5,670 | +6.8% | 1,500 | 0.0% | 0.00% | 0.0% | |
| GD | New | GENERAL DYNAMICS CORP | $8,415 | – | 29 | +100.0% | 0.00% | – |
| New | GE VERNOVA INC | $6,003 | – | 35 | +100.0% | 0.00% | – | |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $7,939 | -2.5% | 145 | 0.0% | 0.00% | 0.0% | |
| PCAR | New | PACCAR INC | $5,765 | – | 56 | +100.0% | 0.00% | – |
| PAYX | Buy | PAYCHEX INC | $6,996 | +119.1% | 59 | +126.9% | 0.00% | +100.0% |
| PYPL | New | PAYPAL HLDGS INC | $8,531 | – | 147 | +100.0% | 0.00% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $7,763 | – | 103 | +100.0% | 0.00% | – |
| PNW | PINNACLE WEST CAP CORP | $7,638 | +2.2% | 100 | 0.0% | 0.00% | 0.0% | |
| FAST | New | FASTENAL CO | $6,096 | – | 97 | +100.0% | 0.00% | – |
| PLD | New | PROLOGIS INC. | $8,536 | – | 76 | +100.0% | 0.00% | – |
| ETSY | ETSY INC | $5,898 | -14.2% | 100 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC | $7,140 | +3.1% | 30 | 0.0% | 0.00% | 0.0% | |
| C | Buy | CITIGROUP INC | $5,585 | +4297.6% | 88 | +4300.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $5,315 | – | 45 | +100.0% | 0.00% | – |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $8,691 | +27.8% | 50 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $7,226 | +14.6% | 386 | 0.0% | 0.00% | 0.0% | |
| TFX | TELEFLEX INCORPORATED | $6,521 | -7.0% | 31 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $5,797 | -11.2% | 146 | 0.0% | 0.00% | 0.0% | |
| UWMC | UWM HOLDINGS CORPORATION | $6,930 | -4.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BELLRING BRANDS INC | $7,245 | -3.2% | 127 | 0.0% | 0.00% | 0.0% | ||
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $8,494 | -14.2% | 37 | -11.9% | 0.00% | -33.3% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $5,492 | -44.2% | 454 | 0.0% | 0.00% | -33.3% | |
| WM | WASTE MGMT INC DEL | $5,761 | +0.1% | 27 | 0.0% | 0.00% | 0.0% | |
| ACN | New | ACCENTURE PLC IRELAND | $6,979 | – | 23 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $6,377 | – | 25 | +100.0% | 0.00% | – |
| RCL | ROYAL CARIBBEAN GROUP | $6,537 | +14.7% | 41 | 0.0% | 0.00% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $6,196 | +1.2% | 110 | 0.0% | 0.00% | 0.0% | |
| SRI | STONERIDGE INC | $3,512 | -13.4% | 220 | 0.0% | 0.00% | 0.0% | |
| GTLS | New | CHART INDS INC | $2,166 | – | 15 | +100.0% | 0.00% | – |
| CERS | CERUS CORP | $2,772 | -6.9% | 1,575 | 0.0% | 0.00% | 0.0% | |
| HALEON PLCspon ads | $1,776 | -2.7% | 215 | 0.0% | 0.00% | 0.0% | ||
| SUPN | New | SUPERNUS PHARMACEUTICALS INC | $1,846 | – | 69 | +100.0% | 0.00% | – |
| CX | CEMEX SAB DE CVspon adr new | $3,055 | -29.1% | 478 | 0.0% | 0.00% | 0.0% | |
| NFE | NEW FORTRESS ENERGY INC | $3,847 | -28.1% | 175 | 0.0% | 0.00% | -50.0% | |
| CWST | New | CASELLA WASTE SYS INCcl a | $3,076 | – | 31 | +100.0% | 0.00% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $3,561 | – | 68 | +100.0% | 0.00% | – |
| JRI | NUVEEN REAL ASSET INCOME & G | $4,978 | +2.6% | 409 | 0.0% | 0.00% | 0.0% | |
| TMHC | New | TAYLOR MORRISON HOME CORP | $3,050 | – | 55 | +100.0% | 0.00% | – |
| CMDY | ISHARES U S ETF TRbloomberg roll | $1,778 | +3.0% | 36 | 0.0% | 0.00% | 0.0% | |
| TRNO | New | TERRENO RLTY CORP | $2,013 | – | 34 | +100.0% | 0.00% | – |
| LNTH | New | LANTHEUS HLDGS INC | $2,811 | – | 35 | +100.0% | 0.00% | – |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $3,761 | +0.1% | 294 | 0.0% | 0.00% | 0.0% | |
| CNO | New | CNO FINL GROUP INC | $1,969 | – | 71 | +100.0% | 0.00% | – |
| IRBT | IROBOT CORP | $2,278 | +4.0% | 250 | 0.0% | 0.00% | 0.0% | |
| PTEN | New | PATTERSON-UTI ENERGY INC | $3,595 | – | 347 | +100.0% | 0.00% | – |
| GIB | CGI INCcl a sub vtg | $4,692 | -9.7% | 47 | 0.0% | 0.00% | -50.0% | |
| NMRK | NEWMARK GROUP INCcl a | $4,266 | -7.8% | 417 | 0.0% | 0.00% | 0.0% | |
| TMDX | New | TRANSMEDICS GROUP INC | $3,465 | – | 23 | +100.0% | 0.00% | – |
| ONB | New | OLD NATL BANCORP IND | $2,871 | – | 167 | +100.0% | 0.00% | – |
| FCPT | New | FOUR CORNERS PPTY TR INC | $1,875 | – | 76 | +100.0% | 0.00% | – |
| EAT | New | BRINKER INTL INC | $2,679 | – | 37 | +100.0% | 0.00% | – |
| INDA | ISHARES TRmsci india etf | $3,236 | +8.1% | 58 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $4,725 | -5.6% | 65 | 0.0% | 0.00% | -50.0% | |
| KTB | New | KONTOOR BRANDS INC | $2,051 | – | 31 | +100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $3,944 | -15.9% | 91 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO | $4,223 | -14.3% | 125 | 0.0% | 0.00% | -50.0% | |
| SM | New | SM ENERGY CO | $2,638 | – | 61 | +100.0% | 0.00% | – |
| BOX | New | BOX INCcl a | $1,825 | – | 69 | +100.0% | 0.00% | – |
| BCC | New | BOISE CASCADE CO DEL | $3,458 | – | 29 | +100.0% | 0.00% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $2,905 | – | 155 | +100.0% | 0.00% | – |
| IBDP | ISHARES TRibonds dec24 etf | $4,775 | +0.3% | 190 | 0.0% | 0.00% | 0.0% | |
| SPSC | New | SPS COMM INC | $2,823 | – | 15 | +100.0% | 0.00% | – |
| New | PERMIAN RESOURCES CORP | $4,571 | – | 283 | +100.0% | 0.00% | – | |
| BPMC | New | BLUEPRINT MEDICINES CORP | $3,557 | – | 33 | +100.0% | 0.00% | – |
| DKS | DICKS SPORTING GOODS INC | $4,297 | -4.5% | 20 | 0.0% | 0.00% | 0.0% | |
| BIGZ | BLACKROCK INNOVATION AND GRW | $1,808 | -11.2% | 250 | 0.0% | 0.00% | 0.0% | |
| BGR | BLACKROCK ENERGY & RES TR | $4,839 | -0.2% | 366 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $3,213 | +0.2% | 300 | 0.0% | 0.00% | 0.0% | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $2,653 | +1.5% | 250 | 0.0% | 0.00% | 0.0% | |
| BSM | BLACK STONE MINERALS L P | $4,701 | -1.9% | 300 | 0.0% | 0.00% | 0.0% | |
| BKH | New | BLACK HILLS CORP | $2,284 | – | 42 | +100.0% | 0.00% | – |
| LGND | New | LIGAND PHARMACEUTICALS INC | $2,023 | – | 24 | +100.0% | 0.00% | – |
| KRG | New | KITE RLTY GROUP TR | $2,485 | – | 111 | +100.0% | 0.00% | – |
| BATH & BODY WORKS INC | $3,905 | -21.9% | 100 | 0.0% | 0.00% | -50.0% | ||
| NXPI | New | NXP SEMICONDUCTORS N V | $4,575 | – | 17 | +100.0% | 0.00% | – |
| BRP | New | THE BALDWIN INSURANCE GRP IN | $3,583 | – | 101 | +100.0% | 0.00% | – |
| DELL | DELL TECHNOLOGIES INCcl c | $4,138 | +20.9% | 30 | 0.0% | 0.00% | 0.0% | |
| IMRN | IMMURON LTDsponsored adr | $3,630 | -8.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $4,365 | -6.1% | 30 | 0.0% | 0.00% | 0.0% | |
| NWE | New | NORTHWESTERN ENERGY GROUP IN | $2,054 | – | 41 | +100.0% | 0.00% | – |
| BETZ | Sell | LISTED FD TRroundhill sports | $3,189 | -68.3% | 187 | -66.8% | 0.00% | -66.7% |
| VRNS | New | VARONIS SYS INC | $3,310 | – | 69 | +100.0% | 0.00% | – |
| VTR | VENTAS INC | $4,614 | +17.7% | 90 | 0.0% | 0.00% | 0.0% | |
| CRY | New | ARTIVION INC | $2,104 | – | 82 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INC | $5,081 | – | 52 | +100.0% | 0.00% | – |
| HLNE | New | HAMILTON LANE INCcl a | $2,719 | – | 22 | +100.0% | 0.00% | – |
| New | KENVUE INC | $4,782 | – | 263 | +100.0% | 0.00% | – | |
| FSS | New | FEDERAL SIGNAL CORP | $5,104 | – | 61 | +100.0% | 0.00% | – |
| HF SINCLAIR CORP | $3,361 | -11.6% | 63 | 0.0% | 0.00% | 0.0% | ||
| NMIH | New | NMI HLDGS INC | $2,315 | – | 68 | +100.0% | 0.00% | – |
| ABR | ARBOR REALTY TRUST INC | $2,870 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| AIT | New | APPLIED INDL TECHNOLOGIES IN | $4,850 | – | 25 | +100.0% | 0.00% | – |
| MTX | New | MINERALS TECHNOLOGIES INC | $4,574 | – | 55 | +100.0% | 0.00% | – |
| FOLD | New | AMICUS THERAPEUTICS INC | $1,875 | – | 189 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC | $3,218 | -26.2% | 284 | 0.0% | 0.00% | 0.0% | |
| GM | Sell | GENERAL MTRS CO | $3,308 | -32.4% | 71 | -34.3% | 0.00% | -50.0% |
| LESL | LESLIES INC | $2,095 | -35.5% | 500 | 0.0% | 0.00% | 0.0% | |
| ABM | New | ABM INDS INC | $2,529 | – | 50 | +100.0% | 0.00% | – |
| ALDX | ALDEYRA THERAPEUTICS INC | $3,310 | +1.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PBH | New | PRESTIGE CONSMR HEALTHCARE I | $3,856 | – | 56 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INC | $3,211 | -11.0% | 302 | 0.0% | 0.00% | 0.0% | |
| PJT | New | PJT PARTNERS INC | $2,051 | – | 19 | +100.0% | 0.00% | – |
| WSFS | New | WSFS FINL CORP | $2,021 | – | 43 | +100.0% | 0.00% | – |
| AKAM | AKAMAI TECHNOLOGIES INC | $4,865 | -17.2% | 54 | 0.0% | 0.00% | -50.0% | |
| EXLS | New | EXLSERVICE HOLDINGS INC | $2,697 | – | 86 | +100.0% | 0.00% | – |
| JJSF | New | J & J SNACK FOODS CORP | $2,923 | – | 18 | +100.0% | 0.00% | – |
| IGIB | ISHARES TR | $4,921 | -0.7% | 96 | 0.0% | 0.00% | -50.0% | |
| WARNER BROS DISCOVERY INC | $4,174 | -14.8% | 561 | 0.0% | 0.00% | -50.0% | ||
| MDIV | FIRST TR EXCHANGE-TRADED FDmulti asset di | $3,144 | -0.4% | 200 | 0.0% | 0.00% | 0.0% | |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $2,372 | – | 55 | +100.0% | 0.00% | – |
| WERN | New | WERNER ENTERPRISES INC | $2,222 | – | 62 | +100.0% | 0.00% | – |
| MMSI | New | MERIT MED SYS INC | $3,095 | – | 36 | +100.0% | 0.00% | – |
| INSM | New | INSMED INC | $4,690 | – | 70 | +100.0% | 0.00% | – |
| EOLS | EVOLUS INC | $3,147 | -22.5% | 290 | 0.0% | 0.00% | 0.0% | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $3,762 | -5.8% | 200 | 0.0% | 0.00% | 0.0% | |
| SIGI | New | SELECTIVE INS GROUP INC | $2,534 | – | 27 | +100.0% | 0.00% | – |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,589 | -10.2% | 191 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $3,502 | +15.9% | 100 | 0.0% | 0.00% | 0.0% | |
| SLAB | New | SILICON LABORATORIES INC | $2,324 | – | 21 | +100.0% | 0.00% | – |
| YELP | New | YELP INCcl a | $1,885 | – | 51 | +100.0% | 0.00% | – |
| KMPH | Sell | ZEVRA THERAPEUTICS INC | $4,900 | -57.8% | 1,000 | -50.0% | 0.00% | -75.0% |
| SNOW | SNOWFLAKE INCcl a | $3,648 | -16.4% | 27 | 0.0% | 0.00% | 0.0% | |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | $3,154 | +1.4% | 375 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $3,305 | -9.5% | 500 | 0.0% | 0.00% | 0.0% | |
| ITCI | New | INTRA-CELLULAR THERAPIES INC | $2,192 | – | 32 | +100.0% | 0.00% | – |
| New | ZURN ELKAY WATER SOLNS CORP | $1,911 | – | 65 | +100.0% | 0.00% | – | |
| INVESTMENT MANAGERS SER TR Iaxs real estate | $4,232 | -5.4% | 186 | 0.0% | 0.00% | 0.0% | ||
| KBH | New | KB HOME | $2,246 | – | 32 | +100.0% | 0.00% | – |
| ESS | ESSEX PPTY TR INC | $3,267 | +11.2% | 12 | 0.0% | 0.00% | 0.0% | |
| ARKF | ARK ETF TRfintech innova | $3,511 | -8.1% | 126 | 0.0% | 0.00% | 0.0% | |
| ESNT | New | ESSENT GROUP LTD | $2,698 | – | 48 | +100.0% | 0.00% | – |
| KWR | New | QUAKER HOUGHTON | $1,867 | – | 11 | +100.0% | 0.00% | – |
| SSB | New | SOUTHSTATE CORPORATION | $2,140 | – | 28 | +100.0% | 0.00% | – |
| HUBS | HUBSPOT INC | $2,949 | -5.9% | 5 | 0.0% | 0.00% | 0.0% | |
| QTWO | New | Q2 HLDGS INC | $3,922 | – | 65 | +100.0% | 0.00% | – |
| ASGN | New | ASGN INC | $2,998 | – | 34 | +100.0% | 0.00% | – |
| MGM | MGM RESORTS INTERNATIONAL | $4,444 | -5.9% | 100 | 0.0% | 0.00% | 0.0% | |
| MYRG | New | MYR GROUP INC DEL | $2,579 | – | 19 | +100.0% | 0.00% | – |
| MTSI | New | MACOM TECH SOLUTIONS HLDGS I | $2,676 | – | 24 | +100.0% | 0.00% | – |
| SHOO | New | MADDEN STEVEN LTD | $3,892 | – | 92 | +100.0% | 0.00% | – |
| MGY | New | MAGNOLIA OIL & GAS CORPcl a | $2,712 | – | 107 | +100.0% | 0.00% | – |
| LUV | SOUTHWEST AIRLS CO | $2,318 | -2.0% | 81 | 0.0% | 0.00% | 0.0% | |
| EPRT | New | ESSENTIAL PPTYS RLTY TR INC | $1,996 | – | 72 | +100.0% | 0.00% | – |
| MFC | MANULIFE FINL CORP | $1,811 | +6.5% | 68 | 0.0% | 0.00% | 0.0% | |
| HIMX | HIMAX TECHNOLOGIES INCsponsored adr | $3,176 | +48.4% | 400 | 0.0% | 0.00% | 0.0% | |
| SR | New | SPIRE INC | $2,005 | – | 33 | +100.0% | 0.00% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $4,594 | – | 19 | +100.0% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,117 | +19.4% | 100 | 0.0% | 0.00% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $2,023 | -21.8% | 411 | 0.0% | 0.00% | 0.0% | |
| KAI | New | KADANT INC | $2,645 | – | 9 | +100.0% | 0.00% | – |
| CC | CHEMOURS CO | $4,853 | -14.0% | 215 | 0.0% | 0.00% | -50.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $2,416 | -14.3% | 31 | 0.0% | 0.00% | 0.0% | ||
| HUBG | New | HUB GROUP INCcl a | $1,507 | – | 35 | +100.0% | 0.00% | – |
| LEV | THE LION ELECTRIC COMPANY | $909 | -36.0% | 1,000 | 0.0% | 0.00% | – | |
| NEO | New | NEOGENOMICS INC | $1,207 | – | 87 | +100.0% | 0.00% | – |
| New | WNS HLDGS LTD | $1,523 | – | 29 | +100.0% | 0.00% | – | |
| NEUROMETRIX INC | $229 | -13.3% | 62 | 0.0% | 0.00% | – | ||
| New | NIKOLA CORP | $132 | – | 16 | +100.0% | 0.00% | – | |
| ON HLDG AGnamen akt a | $776 | +9.6% | 20 | 0.0% | 0.00% | – | ||
| KRNT | KORNIT DIGITAL LTD | $366 | -19.2% | 25 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $56 | -13.8% | 7 | 0.0% | 0.00% | – | |
| HUN | New | HUNTSMAN CORP | $1,025 | – | 45 | +100.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETE CORPw exp 08/03/202 | $1,029 | -4.5% | 25 | 0.0% | 0.00% | – | |
| OMCL | New | OMNICELL COM | $704 | – | 26 | +100.0% | 0.00% | – |
| FORTREA HLDGS INC | $1,167 | -41.9% | 50 | 0.0% | 0.00% | -100.0% | ||
| New | OMNIAB INC | $304 | – | 81 | +100.0% | 0.00% | – | |
| FTV | FORTIVE CORP | $964 | -13.9% | 13 | 0.0% | 0.00% | – | |
| EWZ | ISHARES INCmsci brazil etf | $1,394 | -15.7% | 51 | 0.0% | 0.00% | -100.0% | |
| OSW | New | ONESPAWORLD HOLDINGS LIMITED | $953 | – | 62 | +100.0% | 0.00% | – |
| PPBI | New | PACIFIC PREMIER BANCORP | $1,494 | – | 65 | +100.0% | 0.00% | – |
| PCRX | New | PACIRA BIOSCIENCES INC | $1,402 | – | 49 | +100.0% | 0.00% | – |
| FIBK | New | FIRST INTST BANCSYSTEM INC | $1,722 | – | 62 | +100.0% | 0.00% | – |
| FFBC | New | FIRST FINL BANCORP OH | $1,600 | – | 72 | +100.0% | 0.00% | – |
| FBNC | New | FIRST BANCORP N C | $1,213 | – | 38 | +100.0% | 0.00% | – |
| EZA | ISHARES INCmsci sth afr etf | $1,343 | +10.5% | 31 | 0.0% | 0.00% | – | |
| INSW | New | INTERNATIONAL SEAWAYS INC | $710 | – | 12 | +100.0% | 0.00% | – |
| FA | New | FIRST ADVANTAGE CORP NEW | $997 | – | 62 | +100.0% | 0.00% | – |
| STNG | New | SCORPIO TANKERS INC | $1,301 | – | 16 | +100.0% | 0.00% | – |
| LXP | New | LXP INDUSTRIAL TRUST | $1,560 | – | 171 | +100.0% | 0.00% | – |
| New | PHILLIPS EDISON & CO INC | $1,309 | – | 40 | +100.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $828 | -32.2% | 355 | 0.0% | 0.00% | – | |
| PORTMAN RIDGE FIN CORP | $471 | +3.3% | 24 | 0.0% | 0.00% | – | ||
| LEN | Exit | LENNAR CORPcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| PRGS | New | PROGRESS SOFTWARE CORP | $1,303 | – | 24 | +100.0% | 0.00% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -10 | -100.0% | 0.00% | – |
| ESE | New | ESCO TECHNOLOGIES INC | $1,471 | – | 14 | +100.0% | 0.00% | – |
| RPD | New | RAPID7 INC | $1,643 | – | 38 | +100.0% | 0.00% | – |
| EFSC | New | ENTERPRISE FINL SVCS CORP | $1,146 | – | 28 | +100.0% | 0.00% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -500 | -100.0% | 0.00% | – |
| KODK | EASTMAN KODAK CO | $807 | +8.6% | 150 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $213 | -12.7% | 11 | 0.0% | 0.00% | – | |
| RKT | ROCKET COS INC | $822 | -5.8% | 60 | 0.0% | 0.00% | – | |
| DUTCH BROS INCcl a | $1,242 | +25.5% | 30 | 0.0% | 0.00% | – | ||
| LZB | New | LA Z BOY INC | $1,193 | – | 32 | +100.0% | 0.00% | – |
| DIGITALBRIDGE GROUP INCcl a new | $1,055 | -28.9% | 77 | 0.0% | 0.00% | – | ||
| TRUMP MEDIA & TECHNOLOGY GRO | $1,638 | -47.1% | 50 | 0.0% | 0.00% | -100.0% | ||
| DRH | New | DIAMONDROCK HOSPITALITY CO | $1,344 | – | 159 | +100.0% | 0.00% | – |
| IMAX | New | IMAX CORP | $1,292 | – | 77 | +100.0% | 0.00% | – |
| DAN | New | DANA INC | $994 | – | 82 | +100.0% | 0.00% | – |
| ROAD | New | CONSTRUCTION PARTNERS INC | $1,657 | – | 30 | +100.0% | 0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -4 | -100.0% | 0.00% | – |
| CNMD | New | CONMED CORP | $1,664 | – | 24 | +100.0% | 0.00% | – |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $855 | -3.6% | 18 | 0.0% | 0.00% | – | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $505 | +5.2% | 19 | 0.0% | 0.00% | – | |
| CMCO | New | COLUMBUS MCKINNON CORP N Y | $1,658 | – | 48 | +100.0% | 0.00% | – |
| New | COHERENT CORP | $363 | – | 5 | +100.0% | 0.00% | – | |
| SCILEX HOLDING CO | $474 | +21.2% | 245 | 0.0% | 0.00% | – | ||
| New | CLEARWATER ANALYTICS HLDGS Icl a | $501 | – | 27 | +100.0% | 0.00% | – | |
| CHCO | New | CITY HLDG CO | $1,700 | – | 16 | +100.0% | 0.00% | – |
| BB | Exit | BLACKBERRY LTD | $0 | – | -12 | -100.0% | 0.00% | – |
| SMTC | New | SEMTECH CORP | $1,554 | – | 52 | +100.0% | 0.00% | – |
| CHUY | New | CHUYS HLDGS INC | $700 | – | 27 | +100.0% | 0.00% | – |
| SAH | New | SONIC AUTOMOTIVE INCcl a | $763 | – | 14 | +100.0% | 0.00% | – |
| SOUNDHOUND AI INC | $1,095 | -32.9% | 277 | 0.0% | 0.00% | -100.0% | ||
| KALU | New | KAISER ALUMINUM CORP | $1,671 | – | 19 | +100.0% | 0.00% | – |
| SWN | New | SOUTHWESTERN ENERGY CO | $1,023 | – | 152 | +100.0% | 0.00% | – |
| SPT | New | SPROUT SOCIAL INC | $1,178 | – | 33 | +100.0% | 0.00% | – |
| New | STERLING CHECK CORP | $444 | – | 30 | +100.0% | 0.00% | – | |
| SNCY | New | SUN CTRY AIRLS HLDGS INC | $1,357 | – | 108 | +100.0% | 0.00% | – |
| TMUS | T-MOBILE US INC | $177 | +7.9% | 1 | 0.0% | 0.00% | – | |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -1 | -100.0% | 0.00% | – |
| Sell | CANOPY GROWTH CORP | $278 | -89.0% | 43 | -85.3% | 0.00% | -100.0% | |
| CHW | CALAMOS GBL DYN INCOME FUND | $1,372 | +5.4% | 200 | 0.0% | 0.00% | – | |
| JCOM | New | ZIFF DAVIS INC | $1,046 | – | 19 | +100.0% | 0.00% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -49 | -100.0% | 0.00% | – |
| BLD | Sell | TOPBUILD CORP | $1 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| TVTX | New | TRAVERE THERAPEUTICS INC | $946 | – | 115 | +100.0% | 0.00% | – |
| BRKS | New | AZENTA INC | $1,421 | – | 27 | +100.0% | 0.00% | – |
| UA | UNDER ARMOUR INCcl c | $14 | -6.7% | 2 | 0.0% | 0.00% | – | |
| UIS | UNISYS CORP | $331 | -15.8% | 80 | 0.0% | 0.00% | – | |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $1,528 | – | 60 | +100.0% | 0.00% | – |
| URBN | New | URBAN OUTFITTERS INC | $1,684 | – | 41 | +100.0% | 0.00% | – |
| EWM | ISHARES INCmsci mly etf new | $1,371 | +3.1% | 61 | 0.0% | 0.00% | – | |
| VLY | New | VALLEY NATL BANCORP | $1,041 | – | 149 | +100.0% | 0.00% | – |
| VNM | VANECK ETF TRUSTvaneck vietnam | $1,437 | -12.4% | 118 | 0.0% | 0.00% | -100.0% | |
| INDB | New | INDEPENDENT BK CORP MASS | $1,522 | – | 30 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $855 | – | 8 | +100.0% | 0.00% | – |
| BRC INC | $1,226 | +43.2% | 200 | 0.0% | 0.00% | – | ||
| AXSM | New | AXSOME THERAPEUTICS INC | $1,610 | – | 20 | +100.0% | 0.00% | – |
| VGT | New | VANGUARD WORLD FDinf tech etf | $577 | – | 1 | +100.0% | 0.00% | – |
| JACK | New | JACK IN THE BOX INC | $765 | – | 15 | +100.0% | 0.00% | – |
| IBTX | New | INDEPENDENT BANK GROUP INC | $1,503 | – | 33 | +100.0% | 0.00% | – |
| ATRC | New | ATRICURE INC | $1,162 | – | 51 | +100.0% | 0.00% | – |
| ATKR | New | ATKORE INC | $1,215 | – | 9 | +100.0% | 0.00% | – |
| ASB | New | ASSOCIATED BANC CORP | $635 | – | 30 | +100.0% | 0.00% | – |
| AHH | New | ARMADA HOFFLER PPTYS INC | $999 | – | 90 | +100.0% | 0.00% | – |
| ARDX | New | ARDELYX INC | $1,327 | – | 179 | +100.0% | 0.00% | – |
| ARCB | New | ARCBEST CORP | $1,178 | – | 11 | +100.0% | 0.00% | – |
| ANNALY CAPITAL MANAGEMENT IN | $477 | -3.2% | 25 | 0.0% | 0.00% | – | ||
| AMRC | New | AMERESCO INCcl a | $1,211 | – | 42 | +100.0% | 0.00% | – |
| ALGT | New | ALLEGIANT TRAVEL CO | $804 | – | 16 | +100.0% | 0.00% | – |
| VRNT | New | VERINT SYS INC | $1,610 | – | 50 | +100.0% | 0.00% | – |
| VIAC | PARAMOUNT GLOBAL | $614 | -11.7% | 59 | 0.0% | 0.00% | – | |
| ALG | New | ALAMO GROUP INC | $865 | – | 5 | +100.0% | 0.00% | – |
| WAB | WABTEC | $1,265 | +8.5% | 8 | 0.0% | 0.00% | – | |
| ICLN | Sell | ISHARES TRgl clean ene etf | $840 | -66.1% | 63 | -64.4% | 0.00% | -100.0% |
| WSBC | New | WESBANCO INC | $1,256 | – | 45 | +100.0% | 0.00% | – |
| WYY | WIDEPOINT CORP | $1,048 | +61.7% | 250 | 0.0% | 0.00% | – | |
| New | INSTRUCTURE HLDGS INC | $1,382 | – | 59 | +100.0% | 0.00% | – | |
| WK | New | WORKIVA INC | $1,387 | – | 19 | +100.0% | 0.00% | – |
| WOR | New | WORTHINGTON ENTERPRISES INC | $1,231 | – | 26 | +100.0% | 0.00% | – |
| New | WORTHINGTON STL INC | $668 | – | 20 | +100.0% | 0.00% | – | |
| YETI | New | YETI HLDGS INC | $573 | – | 15 | +100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $58 | -19.4% | 3 | 0.0% | 0.00% | – | |
| ATNI | New | ATN INTL INC | $342 | – | 15 | +100.0% | 0.00% | – |
| IRBO | New | ISHARES TRrobotics artif | $598 | – | 18 | +100.0% | 0.00% | – |
| CWK | New | CUSHMAN WAKEFIELD PLC | $1,706 | – | 164 | +100.0% | 0.00% | – |
| HELE | New | HELEN OF TROY LTD | $1,113 | – | 12 | +100.0% | 0.00% | – |
| ICHR | New | ICHOR HOLDINGS | $1,465 | – | 38 | +100.0% | 0.00% | – |
| TGLS | New | TECNOGLASS INC | $1,305 | – | 26 | +100.0% | 0.00% | – |
| HDSN | HUDSON TECHNOLOGIES INC | $1,108 | -20.2% | 126 | 0.0% | 0.00% | – | |
| MBUU | New | MALIBU BOATS INC | $806 | – | 23 | +100.0% | 0.00% | – |
| HIBB | New | HIBBETT INC | $785 | – | 9 | +100.0% | 0.00% | – |
| AMC ENTMT HLDGS INCcl a new | $55 | +34.1% | 11 | 0.0% | 0.00% | – | ||
| MXL | New | MAXLINEAR INC | $1,128 | – | 56 | +100.0% | 0.00% | – |
| HEES | New | H & E EQUIPMENT SERVICES INC | $1,237 | – | 28 | +100.0% | 0.00% | – |
| TAP | MOLSON COORS BEVERAGE COcl b | $220 | -23.9% | 4 | 0.0% | 0.00% | – | |
| New | GRAIL INC | $216 | – | 14 | +100.0% | 0.00% | – | |
| MEG | New | MONTROSE ENVIRONMENTAL GROUP | $535 | – | 12 | +100.0% | 0.00% | – |
| GSBD | GOLDMAN SACHS BDC INC | $1,503 | +0.3% | 100 | 0.0% | 0.00% | – | |
| Exit | MATTERPORT INC | $0 | – | -1,000 | -100.0% | -0.00% | – | |
| DRIV | Exit | GLOBAL X FDSautonmous ev etf | $0 | – | -100 | -100.0% | -0.00% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -83 | -100.0% | -0.00% | – |
| TCI | Exit | TRANSCONTINENTAL RLTY INVS | $0 | – | -63 | -100.0% | -0.00% | – |
| HASI | Exit | HANNON ARMSTRONG SUST INFR C | $0 | – | -166 | -100.0% | -0.00% | – |
| BLNK | Exit | BLINK CHARGING CO | $0 | – | -650 | -100.0% | -0.00% | – |
| PBJ | Exit | INVESCO EXCHANGE TRADED FD Tfood & beverage | $0 | – | -105 | -100.0% | -0.00% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -50 | -100.0% | -0.00% | – |
| JPSE | Exit | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $0 | – | -181 | -100.0% | -0.00% | – |
| WDFC | Exit | WD 40 CO | $0 | – | -67 | -100.0% | -0.01% | – |
| JHMD | Exit | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $0 | – | -581 | -100.0% | -0.01% | – |
| HI | Exit | HILLENBRAND INC | $0 | – | -882 | -100.0% | -0.01% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -586 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 20.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 14.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.7% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 9.8% |
| ISHARES TR | 11 | Q2 2024 | 6.2% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 4.1% |
| ISHARES TR | 11 | Q2 2024 | 13.2% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 2.7% |
| APPLE INC | 11 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.0% |
View Stephens Consulting, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-18 |
| 13F-HR | 2024-07-29 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-20 |
View Stephens Consulting, 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.