$123 Million is the total value of Stephens Consulting, LLC's 543 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 12.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Buy | VANGUARD INDEX FDS | $17,720,318 | -11.5% | 51,085 | +5.9% | 14.42% | -12.0% |
MUB | Buy | ISHARES TRnational mun etf | $16,242,872 | +3347.4% | 152,716 | +3454.0% | 13.22% | +3332.5% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $14,614,557 | +7.3% | 110,817 | +20.2% | 11.89% | +6.8% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $8,588,729 | -15.1% | 43,604 | +2.5% | 6.99% | -15.6% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,083,671 | +2.7% | 54,261 | +8.6% | 3.32% | +2.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,840,845 | -23.2% | 14,068 | -0.7% | 3.12% | -23.6% |
AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $2,250,546 | -10.7% | 44,163 | +5.7% | 1.83% | -11.2% |
AAPL | Buy | APPLE INC | $2,112,422 | -21.5% | 15,451 | +0.3% | 1.72% | -21.9% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,084,202 | -14.5% | 11,835 | +3.2% | 1.70% | -14.9% |
BFB | BROWN FORMAN CORPcl b | $1,964,104 | +4.7% | 27,995 | 0.0% | 1.60% | +4.2% | |
IEFA | Buy | ISHARES TRcore msci eafe | $1,885,465 | -7.3% | 32,038 | +9.5% | 1.53% | -7.7% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $1,862,122 | +23.1% | 28,044 | +50.3% | 1.52% | +22.5% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $1,684,259 | -21.9% | 7,701 | -0.9% | 1.37% | -22.3% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,667,366 | +10.7% | 16,395 | +22.2% | 1.36% | +10.1% |
BFA | BROWN FORMAN CORPcl a | $1,589,102 | +7.8% | 23,494 | 0.0% | 1.29% | +7.3% | |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,482,125 | -11.2% | 3,909 | +6.3% | 1.21% | -11.6% |
ESML | Buy | ISHARES TResg aware msci | $1,408,316 | -16.3% | 44,708 | +1.1% | 1.15% | -16.7% |
RJF | Buy | RAYMOND JAMES FINL INC | $1,252,187 | -18.5% | 14,005 | +0.1% | 1.02% | -18.9% |
MSFT | Sell | MICROSOFT CORP | $1,165,582 | -27.8% | 4,538 | -13.4% | 0.95% | -28.2% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,037,316 | +176.7% | 3,701 | +257.9% | 0.84% | +174.9% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,023,447 | -45.9% | 9,160 | -34.8% | 0.83% | -46.1% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $867,042 | -23.5% | 3,890 | -1.3% | 0.70% | -23.9% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $860,817 | -14.9% | 6,413 | 0.0% | 0.70% | -15.4% | |
JNJ | Buy | JOHNSON & JOHNSON | $853,508 | +0.8% | 4,808 | +0.6% | 0.69% | +0.3% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $836,912 | +27.9% | 20,513 | +50.6% | 0.68% | +27.3% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $786,325 | -17.3% | 18,879 | -8.4% | 0.64% | -17.6% |
BA | BOEING CO | $783,406 | -28.6% | 5,730 | 0.0% | 0.64% | -29.0% | |
JPM | Sell | JPMORGAN CHASE & CO | $704,001 | -17.9% | 6,252 | -0.6% | 0.57% | -18.3% |
EFA | Sell | ISHARES TRmsci eafe etf | $643,562 | -25.7% | 10,299 | -12.4% | 0.52% | -26.0% |
PEP | Sell | PEPSICO INC | $634,179 | -7.7% | 3,805 | -7.3% | 0.52% | -8.2% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $631,243 | -21.9% | 4,815 | -1.3% | 0.51% | -22.2% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $519,895 | -6.5% | 3,624 | +5.7% | 0.42% | -7.0% |
DTE | Sell | DTE ENERGY CO | $496,860 | -17.5% | 3,920 | -14.0% | 0.40% | -18.1% |
VOTE | Buy | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $457,003 | +9.9% | 10,441 | +32.9% | 0.37% | +9.4% |
LIN | LINDE PLC | $414,618 | -10.0% | 1,442 | 0.0% | 0.34% | -10.6% | |
PG | Sell | PROCTER AND GAMBLE CO | $412,467 | -20.6% | 2,869 | -15.6% | 0.34% | -20.9% |
GLD | SPDR GOLD TR | $404,472 | -6.7% | 2,401 | 0.0% | 0.33% | -7.3% | |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $390,036 | +80.3% | 5,023 | +90.1% | 0.32% | +79.1% |
AGG | Buy | ISHARES TRcore us aggbd et | $375,141 | -0.2% | 3,689 | +5.2% | 0.30% | -0.7% |
MO | Buy | ALTRIA GROUP INC | $365,974 | -19.9% | 8,762 | +0.1% | 0.30% | -20.3% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $364,926 | -72.3% | 2,676 | -65.8% | 0.30% | -72.4% |
FRDM | Buy | EA SERIES TRUSTfreedom 100 em | $359,603 | -2.5% | 13,048 | +20.9% | 0.29% | -3.0% |
XOM | EXXON MOBIL CORP | $346,278 | +3.7% | 4,043 | 0.0% | 0.28% | +3.3% | |
ABBV | Sell | ABBVIE INC | $340,235 | -6.5% | 2,221 | -1.1% | 0.28% | -7.0% |
AMGN | AMGEN INC | $338,187 | +0.6% | 1,390 | 0.0% | 0.28% | 0.0% | |
IJH | Buy | ISHARES TRcore s&p mcp etf | $329,500 | +63.6% | 1,456 | +94.1% | 0.27% | +62.4% |
RSG | REPUBLIC SVCS INC | $327,698 | -1.2% | 2,504 | 0.0% | 0.27% | -1.5% | |
TSLA | Buy | TESLA INC | $325,935 | -21.0% | 484 | +26.4% | 0.26% | -21.4% |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $310,248 | -17.6% | 25,789 | +0.1% | 0.25% | -18.2% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $308,266 | -24.6% | 2,425 | -5.7% | 0.25% | -24.9% |
CAT | Sell | CATERPILLAR INC | $306,712 | -43.8% | 1,716 | -30.0% | 0.25% | -44.1% |
WMT | Sell | WALMART INC | $307,150 | -19.9% | 2,526 | -1.9% | 0.25% | -20.4% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $290,950 | -13.3% | 1,942 | +1.8% | 0.24% | -13.5% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $288,747 | -6.6% | 2,540 | -10.6% | 0.24% | -7.1% |
APPLE INCcall | $273,440 | -21.7% | 2,000 | 0.0% | 0.22% | -22.4% | ||
CMS | Buy | CMS ENERGY CORP | $271,035 | -3.4% | 4,015 | +0.1% | 0.22% | -3.5% |
HD | HOME DEPOT INC | $269,544 | -8.4% | 983 | 0.0% | 0.22% | -9.1% | |
SYK | STRYKER CORPORATION | $260,301 | -25.6% | 1,309 | 0.0% | 0.21% | -25.9% | |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $259,742 | +13.0% | 3,406 | +15.7% | 0.21% | +12.2% |
TXN | TEXAS INSTRS INC | $253,062 | -16.3% | 1,647 | 0.0% | 0.21% | -16.6% | |
VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $251,469 | -9.2% | 4,275 | +4.4% | 0.20% | -9.3% |
IUSG | ISHARES TRcore s&p us gwt | $230,510 | -20.8% | 2,754 | 0.0% | 0.19% | -21.0% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $229,859 | -13.7% | 2,523 | +2.6% | 0.19% | -14.2% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $223,993 | +3.7% | 2,909 | -1.7% | 0.18% | +2.8% |
HCA | HCA HEALTHCARE INC | $211,756 | -32.9% | 1,260 | 0.0% | 0.17% | -33.3% | |
New | ALPS ETF TRoshares us qualt | $210,909 | – | 5,227 | +100.0% | 0.17% | – | |
DIS | Buy | DISNEY WALT CO | $204,832 | -12.3% | 2,170 | +27.4% | 0.17% | -12.6% |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $202,719 | +1009.1% | 4,277 | +1034.5% | 0.16% | +1000.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $191,584 | -9.1% | 1,787 | -5.3% | 0.16% | -9.3% |
MCD | Buy | MCDONALDS CORP | $174,594 | +61.9% | 707 | +62.2% | 0.14% | +61.4% |
AMZN | Buy | AMAZON COM INC | $174,503 | -28.6% | 1,643 | +2090.7% | 0.14% | -29.0% |
SO | Sell | SOUTHERN CO | $169,646 | -21.5% | 2,379 | -20.1% | 0.14% | -22.0% |
ORCL | ORACLE CORP | $169,924 | -15.5% | 2,432 | 0.0% | 0.14% | -16.4% | |
AVY | AVERY DENNISON CORP | $169,154 | -7.0% | 1,045 | 0.0% | 0.14% | -7.4% | |
ESGE | Buy | ISHARES INCesg awr msci em | $168,917 | +1.0% | 5,228 | +14.8% | 0.14% | 0.0% |
F | FORD MTR CO DEL | $168,314 | -34.2% | 15,123 | 0.0% | 0.14% | -34.4% | |
PFE | Sell | PFIZER INC | $165,218 | -24.4% | 3,151 | -25.3% | 0.13% | -25.1% |
VGT | VANGUARD WORLD FDSinf tech etf | $148,907 | -21.6% | 456 | 0.0% | 0.12% | -21.9% | |
MAS | MASCO CORP | $147,932 | -0.8% | 2,924 | 0.0% | 0.12% | -1.6% | |
PM | Sell | PHILIP MORRIS INTL INC | $146,471 | -7.3% | 1,483 | -11.8% | 0.12% | -7.8% |
NOC | Sell | NORTHROP GRUMMAN CORP | $143,571 | -19.7% | 300 | -25.0% | 0.12% | -19.9% |
MRNA | Sell | MODERNA INC | $143,136 | -21.2% | 1,002 | -5.0% | 0.12% | -22.1% |
BP PLCcall | $141,750 | -3.6% | 5,000 | 0.0% | 0.12% | -4.2% | ||
USMV | Sell | ISHARES TRmsci usa min vol | $134,266 | -30.8% | 1,912 | -23.5% | 0.11% | -31.4% |
BDX | BECTON DICKINSON & CO | $125,977 | -7.3% | 511 | 0.0% | 0.10% | -8.1% | |
CVS | Buy | CVS HEALTH CORP | $124,718 | -8.3% | 1,346 | +0.1% | 0.10% | -9.0% |
AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $121,818 | – | 1,782 | +100.0% | 0.10% | – |
RPM | RPM INTL INC | $118,552 | -3.3% | 1,506 | 0.0% | 0.10% | -4.0% | |
CSCO | Sell | CISCO SYS INC | $115,134 | -27.7% | 2,700 | -5.5% | 0.09% | -27.7% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $111,411 | -18.2% | 2,230 | -5.7% | 0.09% | -18.0% |
EAGG | New | ISHARES TResg awr us agrgt | $112,317 | – | 2,295 | +100.0% | 0.09% | – |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $110,534 | +1.6% | 293 | +21.6% | 0.09% | +1.1% |
IWM | Sell | ISHARES TRrussell 2000 etf | $110,931 | -17.6% | 655 | -0.2% | 0.09% | -18.2% |
QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $111,092 | -49.9% | 971 | -33.2% | 0.09% | -50.3% |
DOW | Sell | DOW INC | $109,620 | -34.1% | 2,124 | -18.6% | 0.09% | -34.6% |
DE | Sell | DEERE & CO | $109,307 | -72.7% | 365 | -62.2% | 0.09% | -72.9% |
LUCID GROUP INC | $106,289 | -32.4% | 6,194 | 0.0% | 0.09% | -33.3% | ||
GOOG | ALPHABET INCcap stk cl c | $102,810 | -21.7% | 47 | 0.0% | 0.08% | -21.5% | |
CMCSA | Buy | COMCAST CORP NEWcl a | $102,658 | -16.1% | 2,616 | +0.1% | 0.08% | -16.0% |
NVAX | Sell | NOVAVAX INC | $102,963 | -30.5% | 2,002 | -0.5% | 0.08% | -30.6% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $101,906 | -41.0% | 2,008 | -40.8% | 0.08% | -41.1% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $101,204 | +2.4% | 717 | -5.7% | 0.08% | +1.2% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $98,837 | -11.0% | 321 | +0.3% | 0.08% | -12.1% |
HSY | HERSHEY CO | $98,328 | -0.7% | 457 | 0.0% | 0.08% | -1.2% | |
DTM | Sell | DT MIDSTREAM INC | $96,079 | -22.3% | 1,960 | -14.0% | 0.08% | -22.8% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $94,744 | -15.0% | 1,184 | -8.6% | 0.08% | -15.4% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $94,641 | +9.1% | 738 | +16.6% | 0.08% | +8.5% |
SMMV | Buy | ISHARES TRmsci usa smcp mn | $92,178 | +848.9% | 2,706 | +936.8% | 0.08% | +837.5% |
PII | POLARIS INC | $90,345 | -5.7% | 910 | 0.0% | 0.07% | -5.1% | |
OMI | OWENS & MINOR INC NEW | $90,659 | -28.6% | 2,883 | 0.0% | 0.07% | -28.8% | |
SIRI | SIRIUS XM HOLDINGS INC | $90,418 | -7.4% | 14,750 | 0.0% | 0.07% | -7.5% | |
ABT | Buy | ABBOTT LABS | $90,716 | +4.4% | 835 | +13.8% | 0.07% | +4.2% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $88,744 | -63.3% | 925 | -61.9% | 0.07% | -63.6% |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $88,126 | -21.6% | 1,078 | 0.0% | 0.07% | -21.7% | |
INGR | Sell | INGREDION INC | $88,160 | -71.1% | 1,000 | -71.4% | 0.07% | -71.1% |
INTC | Sell | INTEL CORP | $88,699 | -33.0% | 2,371 | -11.2% | 0.07% | -33.3% |
CVX | CHEVRON CORP NEW | $88,605 | -11.1% | 612 | 0.0% | 0.07% | -11.1% | |
CTVA | Sell | CORTEVA INC | $86,786 | -21.4% | 1,603 | -16.6% | 0.07% | -21.1% |
CRWD | CROWDSTRIKE HLDGS INCcl a | $84,280 | -25.8% | 500 | 0.0% | 0.07% | -25.8% | |
DPZ | DOMINOS PIZZA INC | $84,177 | -4.3% | 216 | 0.0% | 0.07% | -5.6% | |
UNH | Buy | UNITEDHEALTH GROUP INC | $82,181 | +3.3% | 160 | +2.6% | 0.07% | +3.1% |
STLA | STELLANTIS N.V | $81,972 | -24.0% | 6,632 | 0.0% | 0.07% | -23.9% | |
TFC | TRUIST FINL CORP | $82,528 | -16.3% | 1,740 | 0.0% | 0.07% | -17.3% | |
V | Sell | VISA INC | $82,608 | -59.5% | 420 | -54.3% | 0.07% | -59.9% |
NSC | NORFOLK SOUTHN CORP | $80,688 | -20.3% | 355 | 0.0% | 0.07% | -20.5% | |
SDY | Buy | SPDR SER TRs&p divid etf | $79,312 | +190.9% | 668 | +213.6% | 0.06% | +195.5% |
VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $79,540 | +21.1% | 1,253 | +41.3% | 0.06% | +20.4% |
DD | Sell | DUPONT DE NEMOURS INC | $78,868 | -50.8% | 1,419 | -34.8% | 0.06% | -51.1% |
ANTM | ELEVANCE HEALTH INC | $79,143 | -1.8% | 164 | 0.0% | 0.06% | -3.0% | |
KO | Sell | COCA COLA CO | $76,939 | -30.0% | 1,223 | -31.0% | 0.06% | -30.0% |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $75,869 | – | 988 | +100.0% | 0.06% | – |
BNTX | BIONTECH SEsponsored ads | $74,550 | -12.6% | 500 | 0.0% | 0.06% | -12.9% | |
Sell | TWITTER INCcall | $74,780 | -51.7% | 2,000 | -50.0% | 0.06% | -52.0% | |
IUSV | ISHARES TRcore s&p us vlu | $72,364 | -11.8% | 1,082 | 0.0% | 0.06% | -11.9% | |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $72,623 | -18.6% | 385 | -1.8% | 0.06% | -19.2% |
IWD | ISHARES TRrus 1000 val etf | $71,615 | -12.7% | 494 | 0.0% | 0.06% | -13.4% | |
MRK | Sell | MERCK & CO INC | $71,477 | -17.6% | 784 | -25.8% | 0.06% | -18.3% |
VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $70,809 | +50.6% | 873 | +73.9% | 0.06% | +52.6% |
NEE | Buy | NEXTERA ENERGY INC | $69,482 | +78.3% | 897 | +95.0% | 0.06% | +78.1% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $70,212 | -44.8% | 1,392 | -33.3% | 0.06% | -45.2% |
ADI | ANALOG DEVICES INC | $69,247 | -11.6% | 474 | 0.0% | 0.06% | -12.5% | |
IJR | ISHARES TRcore s&p scp etf | $67,090 | -14.3% | 726 | 0.0% | 0.06% | -14.1% | |
RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $67,250 | -22.8% | 1,000 | 0.0% | 0.06% | -22.5% | |
TGT | Buy | TARGET CORP | $67,932 | -28.7% | 481 | +7.1% | 0.06% | -29.5% |
YUM | YUM BRANDS INC | $65,836 | -4.2% | 580 | 0.0% | 0.05% | -3.6% | |
MRO | Buy | MARATHON OIL CORP | $65,053 | -10.4% | 2,894 | +0.1% | 0.05% | -10.2% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $65,567 | +6.2% | 1,056 | +7.4% | 0.05% | +6.0% |
JCI | JOHNSON CTLS INTL PLC | $64,016 | -27.0% | 1,337 | 0.0% | 0.05% | -27.8% | |
CLF | CLEVELAND-CLIFFS INC NEW | $64,216 | -52.3% | 4,178 | 0.0% | 0.05% | -52.7% | |
MMM | Sell | 3M CO | $64,446 | -30.4% | 498 | -19.9% | 0.05% | -31.6% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $63,729 | -9.8% | 965 | -9.4% | 0.05% | -10.3% |
UNP | Sell | UNION PAC CORP | $63,128 | -24.3% | 296 | -3.0% | 0.05% | -25.0% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $61,958 | -40.3% | 886 | -33.2% | 0.05% | -41.2% |
IEI | New | ISHARES TR3 7 yr treas bd | $61,579 | – | 516 | +100.0% | 0.05% | – |
XLC | Buy | SELECT SECTOR SPDR TR | $59,697 | +11.4% | 1,100 | +41.2% | 0.05% | +11.4% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $60,838 | +15.2% | 633 | +18.8% | 0.05% | +14.0% |
HON | Buy | HONEYWELL INTL INC | $58,857 | -5.8% | 339 | +5.6% | 0.05% | -5.9% |
EEMV | New | ISHARES INCmsci emerg mrkt | $59,144 | – | 1,067 | +100.0% | 0.05% | – |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $59,579 | -14.8% | 460 | -1.5% | 0.05% | -15.8% |
BAC | Buy | BK OF AMERICA CORP | $59,240 | -7.5% | 1,903 | +22.5% | 0.05% | -7.7% |
VV | VANGUARD INDEX FDSlarge cap etf | $57,910 | -17.3% | 336 | 0.0% | 0.05% | -17.5% | |
PEBO | Buy | PEOPLES BANCORP INC | $57,273 | -13.8% | 2,153 | +1.4% | 0.05% | -13.0% |
ESGD | Buy | ISHARES TResg aw msci eafe | $56,547 | -14.4% | 901 | +0.6% | 0.05% | -14.8% |
MU | MICRON TECHNOLOGY INC | $55,280 | -29.0% | 1,000 | 0.0% | 0.04% | -29.7% | |
DG | Buy | DOLLAR GEN CORP NEW | $55,863 | +10.3% | 228 | +0.4% | 0.04% | +9.8% |
IEMG | Buy | ISHARES INCcore msci emkt | $54,282 | -11.6% | 1,106 | +0.1% | 0.04% | -12.0% |
T | Sell | AT&T INC | $51,074 | -73.2% | 2,437 | -69.7% | 0.04% | -73.1% |
ADP | AUTOMATIC DATA PROCESSING IN | $51,040 | -7.7% | 243 | 0.0% | 0.04% | -6.7% | |
ENB | ENBRIDGE INC | $49,064 | -8.3% | 1,161 | 0.0% | 0.04% | -9.1% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $49,654 | -22.7% | 855 | 0.0% | 0.04% | -24.5% | |
FE | FIRSTENERGY CORP | $47,834 | -16.3% | 1,246 | 0.0% | 0.04% | -17.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $48,423 | -9.0% | 725 | 0.0% | 0.04% | -11.4% | |
NIO | NIO INCspon ads | $47,393 | +3.2% | 2,182 | 0.0% | 0.04% | +2.6% | |
BYND | BEYOND MEAT INC | $47,880 | -50.4% | 2,000 | 0.0% | 0.04% | -50.6% | |
EGP | EASTGROUP PPTYS INC | $46,299 | -24.1% | 300 | 0.0% | 0.04% | -24.0% | |
DLTR | DOLLAR TREE INC | $46,755 | -2.7% | 300 | 0.0% | 0.04% | -2.6% | |
BP | BP PLCsponsored adr | $46,069 | -3.6% | 1,625 | 0.0% | 0.04% | -5.1% | |
FEX | FIRST TR LRGE CP CORE ALPHA | $45,484 | -13.8% | 598 | 0.0% | 0.04% | -14.0% | |
IWP | Buy | ISHARES TRrus md cp gr etf | $44,900 | -21.1% | 567 | +0.2% | 0.04% | -21.3% |
PIPP | PINE IS ACQUISITION CORPcl a | $44,415 | +0.4% | 4,500 | 0.0% | 0.04% | 0.0% | |
ARKK | Sell | ARK ETF TRinnovation etf | $44,864 | -95.3% | 1,125 | -92.2% | 0.04% | -95.4% |
IAU | Buy | ISHARES GOLD TRishares new | $44,431 | -6.7% | 1,295 | +0.2% | 0.04% | -7.7% |
GIS | Buy | GENERAL MLS INC | $43,459 | +22.0% | 576 | +9.5% | 0.04% | +20.7% |
VLUE | New | ISHARES TRmsci usa value | $43,178 | – | 477 | +100.0% | 0.04% | – |
FB | META PLATFORMS INCcl a | $42,570 | -27.5% | 264 | 0.0% | 0.04% | -27.1% | |
IWR | Sell | ISHARES TRrus mid cap etf | $42,417 | -60.9% | 656 | -52.8% | 0.04% | -60.7% |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $43,610 | -6.5% | 988 | 0.0% | 0.04% | -7.9% | |
OXY | OCCIDENTAL PETE CORP | $41,216 | +3.8% | 700 | 0.0% | 0.03% | +6.2% | |
NVS | NOVARTIS AGsponsored adr | $42,265 | -3.7% | 500 | 0.0% | 0.03% | -5.6% | |
PRU | PRUDENTIAL FINL INC | $40,500 | -19.0% | 423 | 0.0% | 0.03% | -19.5% | |
SQ | BLOCK INCcl a | $39,949 | -54.7% | 650 | 0.0% | 0.03% | -54.2% | |
GOOGL | ALPHABET INCcap stk cl a | $39,227 | -21.6% | 18 | 0.0% | 0.03% | -22.0% | |
COST | COSTCO WHSL CORP NEW | $38,822 | -16.8% | 81 | 0.0% | 0.03% | -15.8% | |
ITM | VANECK ETF TRUSTintrmdt muni etf | $38,043 | -3.5% | 833 | 0.0% | 0.03% | -3.1% | |
LI | LI AUTO INCsponsored ads | $38,310 | +48.4% | 1,000 | 0.0% | 0.03% | +47.6% | |
TRI | THOMSON REUTERS CORP. | $36,265 | -4.3% | 348 | 0.0% | 0.03% | -3.2% | |
VRTX | VERTEX PHARMACEUTICALS INC | $37,196 | +8.0% | 132 | 0.0% | 0.03% | +7.1% | |
X | UNITED STATES STL CORP NEW | $35,820 | -52.5% | 2,000 | 0.0% | 0.03% | -53.2% | |
HI | Buy | HILLENBRAND INC | $35,048 | -6.8% | 856 | +0.6% | 0.03% | -6.5% |
ZTS | ZOETIS INCcl a | $36,097 | -8.9% | 210 | 0.0% | 0.03% | -9.4% | |
FTNT | Buy | FORTINET INC | $35,080 | -17.2% | 620 | +400.0% | 0.03% | -17.1% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $34,233 | -23.9% | 249 | +2.5% | 0.03% | -24.3% |
ETN | EATON CORP PLC | $34,017 | -17.0% | 270 | 0.0% | 0.03% | -17.6% | |
IGM | Buy | ISHARES TRexpnd tec sc etf | $34,149 | -22.9% | 116 | +1.8% | 0.03% | -22.2% |
QCOM | QUALCOMM INC | $33,468 | -16.4% | 262 | 0.0% | 0.03% | -18.2% | |
SPSB | Sell | SPDR SER TRportfolio short | $33,089 | -56.7% | 1,113 | -56.1% | 0.03% | -56.5% |
DFS | DISCOVER FINL SVCS | $33,103 | -14.2% | 350 | 0.0% | 0.03% | -15.6% | |
ESPO | VANECK ETF TRUSTvideo gmng esprt | $33,376 | -17.9% | 700 | 0.0% | 0.03% | -18.2% | |
GENERAL ELECTRIC CO | $32,981 | -30.4% | 518 | 0.0% | 0.03% | -30.8% | ||
NKE | NIKE INCcl b | $32,806 | -24.0% | 321 | 0.0% | 0.03% | -22.9% | |
KMI | KINDER MORGAN INC DEL | $32,229 | -11.4% | 1,923 | 0.0% | 0.03% | -13.3% | |
TFX | TELEFLEX INCORPORATED | $30,731 | -30.7% | 125 | 0.0% | 0.02% | -30.6% | |
XHE | SPDR SER TRhlth cr equip | $30,210 | -24.3% | 356 | 0.0% | 0.02% | -24.2% | |
FCX | FREEPORT-MCMORAN INCcl b | $29,260 | -41.2% | 1,000 | 0.0% | 0.02% | -41.5% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $29,069 | -15.3% | 767 | 0.0% | 0.02% | -14.3% | |
PH | PARKER-HANNIFIN CORP | $28,296 | -13.3% | 115 | 0.0% | 0.02% | -14.8% | |
IJS | Buy | ISHARES TRsp smcp600vl etf | $28,169 | -2.3% | 316 | +12.1% | 0.02% | -4.2% |
YUMC | YUM CHINA HLDGS INC | $28,130 | +16.8% | 580 | 0.0% | 0.02% | +15.0% | |
MNST | MONSTER BEVERAGE CORP NEW | $27,995 | +16.0% | 302 | 0.0% | 0.02% | +15.0% | |
HYG | ISHARES TRiboxx hi yd etf | $26,500 | -10.5% | 360 | 0.0% | 0.02% | -8.3% | |
TMO | THERMO FISHER SCIENTIFIC INC | $26,621 | -8.0% | 49 | 0.0% | 0.02% | -8.3% | |
AVGO | BROADCOM INC | $26,720 | -22.8% | 55 | 0.0% | 0.02% | -21.4% | |
AFRM | AFFIRM HLDGS INC | $27,090 | -61.0% | 1,500 | 0.0% | 0.02% | -61.4% | |
MDT | MEDTRONIC PLC | $27,643 | -19.1% | 308 | 0.0% | 0.02% | -21.4% | |
AMLP | ALPS ETF TRalerian mlp | $27,560 | -10.1% | 800 | 0.0% | 0.02% | -12.0% | |
FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $27,052 | -14.8% | 562 | 0.0% | 0.02% | -15.4% | |
AMAT | Buy | APPLIED MATLS INC | $24,474 | -7.6% | 269 | +33.8% | 0.02% | -9.1% |
FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $24,042 | -3.5% | 392 | +0.3% | 0.02% | 0.0% |
LLY | LILLY ELI & CO | $24,317 | +13.2% | 75 | 0.0% | 0.02% | +11.1% | |
FLR | FLUOR CORP NEW | $24,340 | -15.2% | 1,000 | 0.0% | 0.02% | -13.0% | |
IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $24,658 | -17.8% | 156 | 0.0% | 0.02% | -20.0% | |
TLT | New | ISHARES TR20 yr tr bd etf | $23,548 | – | 205 | +100.0% | 0.02% | – |
ROP | ROPER TECHNOLOGIES INC | $23,284 | -16.4% | 59 | 0.0% | 0.02% | -17.4% | |
SLV | ISHARES SILVER TRishares | $23,841 | -18.5% | 1,279 | 0.0% | 0.02% | -20.8% | |
AM | Buy | ANTERO MIDSTREAM CORP | $23,959 | -14.8% | 2,647 | +2.3% | 0.02% | -17.4% |
ISRG | INTUITIVE SURGICAL INC | $21,075 | -33.5% | 105 | 0.0% | 0.02% | -34.6% | |
BLK | BLACKROCK INC | $21,316 | -20.3% | 35 | 0.0% | 0.02% | -22.7% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $21,012 | -17.9% | 200 | 0.0% | 0.02% | -19.0% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $20,374 | -19.7% | 138 | 0.0% | 0.02% | -19.0% | |
OMC | OMNICOM GROUP INC | $21,182 | -25.1% | 333 | 0.0% | 0.02% | -26.1% | |
SYY | SYSCO CORP | $21,008 | +3.7% | 248 | 0.0% | 0.02% | 0.0% | |
EW | EDWARDS LIFESCIENCES CORP | $21,490 | -19.2% | 226 | 0.0% | 0.02% | -22.7% | |
EXC | EXELON CORP | $19,895 | -4.9% | 439 | 0.0% | 0.02% | -5.9% | |
DAL | DELTA AIR LINES INC DEL | $19,323 | -26.8% | 667 | 0.0% | 0.02% | -27.3% | |
FSR | FISKER INC | $19,163 | -33.6% | 2,236 | 0.0% | 0.02% | -33.3% | |
ASML | ASML HOLDING N V | $19,987 | -28.8% | 42 | 0.0% | 0.02% | -30.4% | |
LQD | ISHARES TRiboxx inv cp etf | $19,035 | -9.0% | 173 | 0.0% | 0.02% | -11.8% | |
LMT | LOCKHEED MARTIN CORP | $18,918 | -2.6% | 44 | 0.0% | 0.02% | -6.2% | |
LRCX | New | LAM RESEARCH CORP | $18,324 | – | 43 | +100.0% | 0.02% | – |
ALL | Buy | ALLSTATE CORP | $18,376 | +3.6% | 145 | +13.3% | 0.02% | +7.1% |
KMX | CARMAX INC | $19,001 | -6.2% | 210 | 0.0% | 0.02% | -11.8% | |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $18,197 | -9.7% | 213 | +0.5% | 0.02% | -6.2% |
BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $18,528 | – | 374 | +100.0% | 0.02% | – |
MSI | Buy | MOTOROLA SOLUTIONS INC | $18,864 | +49.8% | 90 | +73.1% | 0.02% | +50.0% |
DHR | DANAHER CORPORATION | $19,014 | -13.6% | 75 | 0.0% | 0.02% | -16.7% | |
WOR | WORTHINGTON INDS INC | $17,860 | -14.2% | 405 | 0.0% | 0.02% | -11.8% | |
NUE | NUCOR CORP | $16,914 | -29.8% | 162 | 0.0% | 0.01% | -30.0% | |
REGN | REGENERON PHARMACEUTICALS | $17,143 | -15.4% | 29 | 0.0% | 0.01% | -17.6% | |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $16,983 | -17.6% | 540 | -3.7% | 0.01% | -17.6% |
NVDA | NVIDIA CORPORATION | $17,584 | -44.4% | 116 | 0.0% | 0.01% | -46.2% | |
AOR | Sell | ISHARES TRgrwt allocat etf | $17,712 | -31.9% | 369 | -23.4% | 0.01% | -33.3% |
GOLD | BARRICK GOLD CORP | $17,690 | -27.9% | 1,000 | 0.0% | 0.01% | -30.0% | |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $17,182 | – | 245 | +100.0% | 0.01% | – |
VBK | VANGUARD INDEX FDSsml cp grw etf | $15,762 | -20.6% | 80 | 0.0% | 0.01% | -18.8% | |
SHELL PLCspon ads | $15,687 | -4.8% | 300 | 0.0% | 0.01% | 0.0% | ||
AVTR | AVANTOR INC | $15,550 | -8.0% | 500 | 0.0% | 0.01% | -7.1% | |
MA | MASTERCARD INCORPORATEDcl a | $16,113 | -11.7% | 51 | 0.0% | 0.01% | -13.3% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $15,741 | -19.7% | 43 | 0.0% | 0.01% | -18.8% | |
DOV | DOVER CORP | $15,408 | -22.7% | 127 | 0.0% | 0.01% | -18.8% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $15,440 | -7.9% | 143 | 0.0% | 0.01% | -7.1% | |
RBLX | ROBLOX CORPcl a | $16,496 | -28.9% | 502 | 0.0% | 0.01% | -31.6% | |
VOX | VANGUARD WORLD FDS | $14,669 | -21.7% | 156 | 0.0% | 0.01% | -20.0% | |
ALC | ALCON AG | $14,817 | -11.9% | 212 | 0.0% | 0.01% | -14.3% | |
ADC | AGREE RLTY CORP | $14,426 | +8.7% | 200 | 0.0% | 0.01% | +9.1% | |
UEIC | UNIVERSAL ELECTRS INC | $15,342 | -18.1% | 600 | 0.0% | 0.01% | -20.0% | |
ETY | New | EATON VANCE TAX-MANAGED DIVE | $14,389 | – | 1,270 | +100.0% | 0.01% | – |
IEUR | Sell | ISHARES TRcore msci euro | $13,263 | -73.3% | 295 | -68.3% | 0.01% | -73.2% |
CHPT | CHARGEPOINT HOLDINGS INC | $13,690 | -31.1% | 1,000 | 0.0% | 0.01% | -31.2% | |
AFL | Buy | AFLAC INC | $13,832 | +43.2% | 250 | +66.7% | 0.01% | +37.5% |
CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $13,682 | -24.2% | 340 | 0.0% | 0.01% | -26.7% | |
MPC | Buy | MARATHON PETE CORP | $13,409 | +479.0% | 163 | +503.7% | 0.01% | +450.0% |
BETZ | LISTED FD TRroundhill sports | $13,142 | -27.9% | 912 | 0.0% | 0.01% | -26.7% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $13,690 | -37.4% | 75 | -26.5% | 0.01% | -38.9% |
HACK | ETF MANAGERS TRprime cybr scrty | $13,786 | -22.0% | 301 | 0.0% | 0.01% | -21.4% | |
LOW | Buy | LOWES COS INC | $13,100 | +29.6% | 75 | +50.0% | 0.01% | +37.5% |
WFC | WELLS FARGO CO NEW | $13,905 | -19.2% | 355 | 0.0% | 0.01% | -21.4% | |
D | Buy | DOMINION ENERGY INC | $14,126 | +13.9% | 177 | +21.2% | 0.01% | +10.0% |
TEL | TE CONNECTIVITY LTD | $13,578 | -13.6% | 120 | 0.0% | 0.01% | -15.4% | |
GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $13,398 | +2.0% | 580 | 0.0% | 0.01% | 0.0% | |
WDFC | WD 40 CO | $13,396 | +9.9% | 67 | 0.0% | 0.01% | +10.0% | |
COP | CONOCOPHILLIPS | $13,472 | -10.2% | 150 | 0.0% | 0.01% | -8.3% | |
TTCF | TATTOOED CHEF INC | $12,600 | -49.9% | 2,000 | 0.0% | 0.01% | -52.4% | |
GIB | CGI INCcl a sub vtg | $12,666 | -0.2% | 159 | 0.0% | 0.01% | 0.0% | |
COIN | COINBASE GLOBAL INC | $12,225 | -75.2% | 260 | 0.0% | 0.01% | -75.0% | |
RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $11,703 | -16.5% | 286 | 0.0% | 0.01% | -9.1% | |
QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $12,292 | -19.8% | 528 | 0.0% | 0.01% | -23.1% | |
EEM | ISHARES TRmsci emg mkt etf | $12,591 | -11.2% | 314 | 0.0% | 0.01% | -16.7% | |
XT | ISHARES TRexponential tech | $12,414 | -18.8% | 259 | 0.0% | 0.01% | -23.1% | |
JHMM | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $12,017 | -15.9% | 272 | 0.0% | 0.01% | -16.7% | |
LH | LABORATORY CORP AMER HLDGS | $11,718 | -11.1% | 50 | 0.0% | 0.01% | -9.1% | |
MDXG | MIMEDX GROUP INC | $12,839 | -26.3% | 3,700 | 0.0% | 0.01% | -28.6% | |
UFO | PROCURE ETF TRUST IIspace etf | $11,964 | -22.4% | 600 | 0.0% | 0.01% | -23.1% | |
SHW | SHERWIN WILLIAMS CO | $12,763 | -10.3% | 57 | 0.0% | 0.01% | -16.7% | |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $11,715 | -13.6% | 227 | 0.0% | 0.01% | -9.1% | |
PLD | PROLOGIS INC. | $11,177 | -27.1% | 95 | 0.0% | 0.01% | -30.8% | |
SUM | SUMMIT MATLS INCcl a | $11,645 | -25.0% | 500 | 0.0% | 0.01% | -30.8% | |
PNC | PNC FINL SVCS GROUP INC | $10,886 | -14.5% | 69 | 0.0% | 0.01% | -10.0% | |
FSK | FS KKR CAP CORP | $11,031 | -14.9% | 568 | 0.0% | 0.01% | -18.2% | |
MATTERPORT INC | $10,980 | -54.9% | 3,000 | 0.0% | 0.01% | -55.0% | ||
GOEV | CANOO INC | $10,730 | -66.5% | 5,800 | 0.0% | 0.01% | -65.4% | |
COF | CAPITAL ONE FINL CORP | $10,502 | -20.6% | 101 | 0.0% | 0.01% | -18.2% | |
IGIB | ISHARES TR | $10,620 | -6.9% | 208 | 0.0% | 0.01% | 0.0% | |
PSX | PHILLIPS 66 | $10,905 | -5.1% | 133 | 0.0% | 0.01% | 0.0% | |
EA | ELECTRONIC ARTS INC | $10,948 | -3.8% | 90 | 0.0% | 0.01% | 0.0% | |
MRAM | EVERSPIN TECHNOLOGIES INC | $10,480 | -39.8% | 2,000 | 0.0% | 0.01% | -35.7% | |
RRC | RANGE RES CORP | $10,642 | -18.5% | 430 | 0.0% | 0.01% | -18.2% | |
ESS | ESSEX PPTY TR INC | $10,983 | -24.3% | 42 | 0.0% | 0.01% | -25.0% | |
EMN | EASTMAN CHEM CO | $10,324 | -19.9% | 115 | 0.0% | 0.01% | -27.3% | |
ANET | ARISTA NETWORKS INC | $9,749 | -32.6% | 104 | 0.0% | 0.01% | -33.3% | |
SDOG | ALPS ETF TRsectr div dogs | $9,521 | -9.0% | 190 | 0.0% | 0.01% | -11.1% | |
ET | New | ENERGY TRANSFER L P | $9,980 | – | 1,000 | +100.0% | 0.01% | – |
SKIN | THE BEAUTY HEALTH COMPANY | $9,645 | -23.8% | 750 | 0.0% | 0.01% | -20.0% | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $10,167 | +4.9% | 275 | 0.0% | 0.01% | 0.0% | |
AOA | Buy | ISHARES TRaggres alloc etf | $10,271 | -12.9% | 172 | +0.6% | 0.01% | -20.0% |
CHD | CHURCH & DWIGHT CO INC | $9,266 | -6.8% | 100 | 0.0% | 0.01% | 0.0% | |
KHC | KRAFT HEINZ CO | $9,688 | -3.2% | 254 | 0.0% | 0.01% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $10,140 | +0.3% | 91 | 0.0% | 0.01% | 0.0% | |
GSK | GSK PLCsponsored adr | $9,359 | -0.1% | 215 | 0.0% | 0.01% | 0.0% | |
NNN | NATIONAL RETAIL PROPERTIES I | $10,320 | -4.3% | 240 | 0.0% | 0.01% | -11.1% | |
PANW | PALO ALTO NETWORKS INC | $9,879 | -20.7% | 20 | 0.0% | 0.01% | -20.0% | |
CPRT | COPART INC | $9,888 | -13.4% | 91 | 0.0% | 0.01% | -11.1% | |
CCI | CROWN CASTLE INTL CORP NEW | $9,598 | -8.8% | 57 | 0.0% | 0.01% | -11.1% | |
MS | MORGAN STANLEY | $9,508 | -13.0% | 125 | 0.0% | 0.01% | -11.1% | |
DEO | DIAGEO PLCspon adr new | $9,751 | -14.3% | 56 | 0.0% | 0.01% | -11.1% | |
UAL | Sell | UNITED AIRLS HLDGS INC | $10,130 | -81.0% | 286 | -75.2% | 0.01% | -81.8% |
LEV | THE LION ELECTRIC COMPANY | $8,420 | -49.9% | 2,000 | 0.0% | 0.01% | -50.0% | |
USHY | Buy | ISHARES TRbroad usd high | $8,467 | -9.7% | 245 | +1.7% | 0.01% | -12.5% |
IDXX | IDEXX LABS INC | $8,768 | -35.9% | 25 | 0.0% | 0.01% | -36.4% | |
CME | CME GROUP INC | $8,802 | -13.9% | 43 | 0.0% | 0.01% | -12.5% | |
CONSTELLATION ENERGY CORP | $8,360 | +1.8% | 146 | 0.0% | 0.01% | 0.0% | ||
BAX | Sell | BAXTER INTL INC | $9,056 | -38.9% | 141 | -26.2% | 0.01% | -41.7% |
VTRS | Sell | VIATRIS INC | $9,182 | -11.3% | 877 | -7.8% | 0.01% | -12.5% |
ABC | AMERISOURCEBERGEN CORP | $8,489 | -8.6% | 60 | 0.0% | 0.01% | -12.5% | |
LULU | LULULEMON ATHLETICA INC | $8,996 | -25.4% | 33 | 0.0% | 0.01% | -30.0% | |
BXMX | New | NUVEEN S&P 500 BUY-WRITE INC | $9,203 | – | 744 | +100.0% | 0.01% | – |
ICLR | ICON PLC | $8,018 | -10.9% | 37 | 0.0% | 0.01% | 0.0% | |
IJJ | ISHARES TRs&p mc 400vl etf | $8,497 | -13.9% | 90 | 0.0% | 0.01% | -12.5% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $8,510 | -19.3% | 119 | -13.8% | 0.01% | -22.2% |
IJK | ISHARES TRs&p mc 400gr etf | $8,667 | -17.5% | 136 | 0.0% | 0.01% | -22.2% | |
KMPH | KEMPHARM INC | $8,920 | -11.3% | 2,000 | 0.0% | 0.01% | -12.5% | |
PINS | PINTEREST INCcl a | $9,080 | -26.2% | 500 | 0.0% | 0.01% | -30.0% | |
PLUG | PLUG POWER INC | $8,285 | -42.1% | 500 | 0.0% | 0.01% | -41.7% | |
IRBT | IROBOT CORP | $9,188 | -42.0% | 250 | 0.0% | 0.01% | -46.2% | |
SMG | SCOTTS MIRACLE-GRO COcl a | $8,060 | -35.8% | 102 | 0.0% | 0.01% | -30.0% | |
POST | POST HLDGS INC | $8,235 | +18.9% | 100 | 0.0% | 0.01% | +16.7% | |
CERS | CERUS CORP | $8,332 | -3.6% | 1,575 | 0.0% | 0.01% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $6,808 | -15.6% | 50 | 0.0% | 0.01% | -14.3% | |
GOLF | ACUSHNET HLDGS CORP | $7,211 | +3.5% | 173 | 0.0% | 0.01% | 0.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $7,856 | -15.7% | 19 | 0.0% | 0.01% | -25.0% | |
IBMQ | ISHARES TRibonds dec 28 | $7,834 | -1.7% | 313 | 0.0% | 0.01% | -14.3% | |
NOK | NOKIA CORPsponsored adr | $6,915 | -15.6% | 1,500 | 0.0% | 0.01% | -14.3% | |
IWS | ISHARES TRrus mdcp val etf | $7,618 | -15.1% | 75 | 0.0% | 0.01% | -14.3% | |
RVNC | REVANCE THERAPEUTICS INC | $6,910 | -29.1% | 500 | 0.0% | 0.01% | -25.0% | |
CLX | CLOROX CO DEL | $7,049 | +1.4% | 50 | 0.0% | 0.01% | 0.0% | |
AMT | AMERICAN TOWER CORP NEW | $6,901 | +1.7% | 27 | 0.0% | 0.01% | 0.0% | |
CC | CHEMOURS CO | $6,884 | +1.7% | 215 | 0.0% | 0.01% | 0.0% | |
PNW | PINNACLE WEST CAP CORP | $7,312 | -6.4% | 100 | 0.0% | 0.01% | 0.0% | |
LESL | LESLIES INC | $7,590 | -21.6% | 500 | 0.0% | 0.01% | -25.0% | |
New | WARNER BROS DISCOVERY INC | $7,864 | – | 586 | +100.0% | 0.01% | – | |
BLD | TOPBUILD CORP | $7,623 | -7.8% | 46 | 0.0% | 0.01% | -14.3% | |
IBMO | ISHARES TRibonds dec 26 | $7,931 | -0.7% | 313 | 0.0% | 0.01% | -14.3% | |
IBMM | ISHARES TRibonds dec | $7,982 | +0.0% | 307 | 0.0% | 0.01% | -14.3% | |
IBMP | ISHARES TRibonds dec 27 | $7,903 | -1.0% | 314 | 0.0% | 0.01% | -14.3% | |
TRU | TRANSUNION | $7,759 | -22.6% | 97 | 0.0% | 0.01% | -25.0% | |
IBMN | ISHARES TRibonds dec 25 | $7,989 | -0.1% | 300 | 0.0% | 0.01% | -14.3% | |
EIX | Buy | EDISON INTL | $7,244 | -8.9% | 115 | +1.8% | 0.01% | -14.3% |
IBML | ISHARES TRibonds dec2023 | $7,982 | +0.1% | 313 | 0.0% | 0.01% | -14.3% | |
CNSL | CONSOLIDATED COMM HLDGS INC | $7,000 | +18.6% | 1,000 | 0.0% | 0.01% | +20.0% | |
KMB | KIMBERLY-CLARK CORP | $5,676 | +9.7% | 42 | 0.0% | 0.01% | +25.0% | |
CP | CANADIAN PAC RY LTD | $6,635 | -15.4% | 95 | 0.0% | 0.01% | -16.7% | |
MVIS | MICROVISION INC DEL | $5,760 | -17.8% | 1,500 | 0.0% | 0.01% | -16.7% | |
IRONNET INC | $6,630 | -41.8% | 3,000 | 0.0% | 0.01% | -44.4% | ||
DEF | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $6,684 | -9.5% | 105 | 0.0% | 0.01% | -16.7% | |
HASI | HANNON ARMSTRONG SUST INFR C | $6,285 | -20.2% | 166 | 0.0% | 0.01% | -16.7% | |
GT | GOODYEAR TIRE & RUBR CO | $6,169 | -25.1% | 576 | 0.0% | 0.01% | -28.6% | |
XOP | SPDR SER TRs&p oilgas exp | $5,974 | -11.2% | 50 | 0.0% | 0.01% | -16.7% | |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $6,461 | -17.3% | 103 | 0.0% | 0.01% | -16.7% | |
LUV | SOUTHWEST AIRLS CO | $6,538 | -21.1% | 181 | 0.0% | 0.01% | -28.6% | |
TMUS | Sell | T-MOBILE US INC | $5,920 | -9.6% | 44 | -13.7% | 0.01% | 0.0% |
USB | US BANCORP DEL | $6,719 | -13.4% | 146 | 0.0% | 0.01% | -16.7% | |
ALGN | ALIGN TECHNOLOGY INC | $5,680 | -45.7% | 24 | 0.0% | 0.01% | -44.4% | |
SCOR | COMSCORE INC | $6,695 | -29.2% | 3,250 | 0.0% | 0.01% | -37.5% | |
IBDP | ISHARES TRibonds dec24 etf | $4,702 | -1.4% | 190 | 0.0% | 0.00% | 0.0% | |
ALLE | ALLEGION PLC | $4,797 | -10.8% | 49 | 0.0% | 0.00% | 0.0% | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $4,535 | -33.9% | 500 | 0.0% | 0.00% | -33.3% | |
JRI | NUVEEN REAL ASSET INCOME & G | $5,346 | -14.5% | 409 | 0.0% | 0.00% | -20.0% | |
HBI | HANESBRANDS INC | $5,145 | -30.9% | 500 | 0.0% | 0.00% | -33.3% | |
HYLD | New | EXCHANGE LISTED FDS TRhigh yield etf | $4,987 | – | 186 | +100.0% | 0.00% | – |
HAIL | SPDR SER TRs&p kensho smart | $5,507 | -26.6% | 160 | 0.0% | 0.00% | -33.3% | |
CRH | CRH PLCadr | $5,049 | -13.1% | 145 | 0.0% | 0.00% | -20.0% | |
VEEV | VEEVA SYS INC | $4,951 | -6.8% | 25 | 0.0% | 0.00% | 0.0% | |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5,391 | -20.3% | 44 | 0.0% | 0.00% | -33.3% | |
PBJ | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $4,451 | -4.8% | 101 | 0.0% | 0.00% | 0.0% | |
IBDO | ISHARES TRibonds dec23 etf | $4,742 | -0.8% | 189 | 0.0% | 0.00% | 0.0% | |
AME | AMETEK INC | $4,396 | -17.5% | 40 | 0.0% | 0.00% | 0.0% | |
AKAM | AKAMAI TECHNOLOGIES INC | $5,114 | -23.5% | 56 | 0.0% | 0.00% | -20.0% | |
EPAM | EPAM SYS INC | $4,422 | -0.6% | 15 | 0.0% | 0.00% | 0.0% | |
APH | AMPHENOL CORP NEWcl a | $5,150 | -14.6% | 80 | 0.0% | 0.00% | -20.0% | |
ECL | ECOLAB INC | $4,613 | -12.9% | 30 | 0.0% | 0.00% | 0.0% | |
IBDQ | ISHARES TRibonds dec25 etf | $4,718 | -2.2% | 191 | 0.0% | 0.00% | 0.0% | |
IBDN | ISHARES TRibonds dec22 etf | $4,702 | -0.1% | 188 | 0.0% | 0.00% | 0.0% | |
TEAM | ATLASSIAN CORP PLCcl a | $4,310 | -36.2% | 23 | 0.0% | 0.00% | -33.3% | |
GILD | GILEAD SCIENCES INC | $4,945 | +4.0% | 80 | 0.0% | 0.00% | 0.0% | |
PAYX | PAYCHEX INC | $5,010 | -16.6% | 44 | 0.0% | 0.00% | -20.0% | |
FSLR | FIRST SOLAR INC | $4,769 | -18.6% | 70 | 0.0% | 0.00% | -20.0% | |
VTR | VENTAS INC | $4,629 | -16.7% | 90 | 0.0% | 0.00% | -20.0% | |
JGH | New | NUVEEN GLOBAL HIGH INCOME FD | $3,405 | – | 294 | +100.0% | 0.00% | – |
SBUX | STARBUCKS CORP | $4,278 | -16.0% | 56 | 0.0% | 0.00% | -25.0% | |
SRI | STONERIDGE INC | $3,773 | -17.4% | 220 | 0.0% | 0.00% | -25.0% | |
EOLS | EVOLUS INC | $3,364 | +3.4% | 290 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $4,130 | -3.5% | 27 | 0.0% | 0.00% | 0.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,830 | -10.2% | 71 | 0.0% | 0.00% | 0.0% | |
XTN | SPDR SER TRs&p transn etf | $3,389 | -23.9% | 50 | 0.0% | 0.00% | -25.0% | |
ESTC | ELASTIC N V | $3,384 | -23.9% | 50 | 0.0% | 0.00% | -25.0% | |
PTON | Sell | PELOTON INTERACTIVE INC | $4,113 | -74.4% | 448 | -26.3% | 0.00% | -76.9% |
GM | GENERAL MTRS CO | $3,686 | -27.4% | 116 | 0.0% | 0.00% | -25.0% | |
GPC | GENUINE PARTS CO | $3,591 | +5.5% | 27 | 0.0% | 0.00% | 0.0% | |
TYL | TYLER TECHNOLOGIES INC | $3,657 | -25.3% | 11 | 0.0% | 0.00% | -25.0% | |
PYPL | PAYPAL HLDGS INC | $3,143 | -39.6% | 45 | 0.0% | 0.00% | -25.0% | |
BELLRING BRANDS INC | $3,156 | +7.9% | 127 | 0.0% | 0.00% | +50.0% | ||
NMRK | NEWMARK GROUP INCcl a | $4,032 | -39.3% | 417 | 0.0% | 0.00% | -40.0% | |
DRIV | GLOBAL X FDSautonmous ev etf | $3,440 | -22.1% | 160 | 0.0% | 0.00% | -25.0% | |
AVAV | AEROVIRONMENT INC | $4,110 | -12.7% | 50 | 0.0% | 0.00% | -25.0% | |
UWMC | UWM HOLDINGS CORPORATION | $3,540 | -21.9% | 1,000 | 0.0% | 0.00% | -25.0% | |
BTZ | BLACKROCK CR ALLOCATION INCO | $3,267 | -13.3% | 300 | 0.0% | 0.00% | 0.0% | |
ALDX | ALDEYRA THERAPEUTICS INC | $3,990 | -10.2% | 1,000 | 0.0% | 0.00% | -25.0% | |
BGR | New | BLACKROCK ENERGY & RES TR | $4,015 | – | 366 | +100.0% | 0.00% | – |
ICLN | ISHARES TRgl clean ene etf | $3,772 | -11.5% | 198 | 0.0% | 0.00% | 0.0% | |
BHF | BRIGHTHOUSE FINL INC | $3,733 | -20.6% | 91 | 0.0% | 0.00% | -25.0% | |
ITW | ILLINOIS TOOL WKS INC | $3,645 | -13.0% | 20 | 0.0% | 0.00% | 0.0% | |
IPGP | IPG PHOTONICS CORP | $3,295 | -14.2% | 35 | 0.0% | 0.00% | 0.0% | |
OPK | OPKO HEALTH INC | $3,795 | -26.5% | 1,500 | 0.0% | 0.00% | -25.0% | |
SNOW | SNOWFLAKE INCcl a | $3,755 | -39.3% | 27 | 0.0% | 0.00% | -40.0% | |
QS | New | QUANTUMSCAPE CORP | $3,530 | – | 411 | +100.0% | 0.00% | – |
HPQ | HP INC | $3,278 | -9.7% | 100 | 0.0% | 0.00% | 0.0% | |
MTB | Buy | M & T BK CORP | $3,666 | +96.7% | 23 | +109.1% | 0.00% | +50.0% |
IMRN | IMMURON LTDsponsored adr | $3,210 | -36.3% | 1,500 | 0.0% | 0.00% | -25.0% | |
SRNE | SORRENTO THERAPEUTICS INC | $3,497 | -13.7% | 1,740 | 0.0% | 0.00% | 0.0% | |
CAG | Sell | CONAGRA BRANDS INC | $3,253 | -96.4% | 95 | -96.5% | 0.00% | -95.9% |
AAL | AMERICAN AIRLS GROUP INC | $3,601 | -30.5% | 284 | 0.0% | 0.00% | -25.0% | |
ABMD | ABIOMED INC | $2,475 | -25.3% | 10 | 0.0% | 0.00% | -33.3% | |
CCL | CARNIVAL CORP | $2,474 | -57.2% | 286 | 0.0% | 0.00% | -60.0% | |
WOMN | IMPACT SHS TR Iywca womens etf | $2,094 | -14.8% | 75 | 0.0% | 0.00% | 0.0% | |
ONLN | PROSHARES TRonline rtl etf | $2,274 | -29.2% | 70 | 0.0% | 0.00% | -33.3% | |
ARKF | New | ARK ETF TRfintech innova | $1,952 | – | 126 | +100.0% | 0.00% | – |
NKLA | NIKOLA CORP | $2,380 | -55.6% | 500 | 0.0% | 0.00% | -50.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $2,124 | -49.2% | 191 | 0.0% | 0.00% | -33.3% | |
MDIV | FIRST TR EXCHANGE-TRADED FDmulti asset di | $3,034 | -10.0% | 200 | 0.0% | 0.00% | -33.3% | |
SOFI | SOFI TECHNOLOGIES INC | $2,635 | -44.2% | 500 | 0.0% | 0.00% | -50.0% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $3,010 | -15.1% | 11 | 0.0% | 0.00% | -33.3% | |
CX | CEMEX SAB DE CVspon adr new | $1,874 | -25.9% | 478 | 0.0% | 0.00% | 0.0% | |
INDA | ISHARES TRmsci india etf | $2,283 | -11.7% | 58 | 0.0% | 0.00% | 0.0% | |
TJX | TJX COS INC NEW | $2,792 | -7.8% | 50 | 0.0% | 0.00% | 0.0% | |
CMDY | ISHARES U S ETF TRbloomberg roll | $2,097 | -5.1% | 36 | 0.0% | 0.00% | 0.0% | |
New | EMBECTA CORP | $2,583 | – | 102 | +100.0% | 0.00% | – | |
VVOS | VIVOS THERAPEUTICS INC | $1,935 | -51.9% | 1,500 | 0.0% | 0.00% | -33.3% | |
TCI | TRANSCONTINENTAL RLTY INVS | $2,507 | +2.0% | 63 | 0.0% | 0.00% | 0.0% | |
ABR | Buy | ARBOR REALTY TRUST INC | $2,622 | +53.7% | 200 | +100.0% | 0.00% | +100.0% |
TREX | TREX CO INC | $2,014 | -16.7% | 37 | 0.0% | 0.00% | 0.0% | |
BGCP | BGC PARTNERS INCcl a | $3,033 | -23.4% | 900 | 0.0% | 0.00% | -33.3% | |
BAKKT HOLDINGS INC | $2,100 | -65.9% | 1,000 | 0.0% | 0.00% | -60.0% | ||
MGM | MGM RESORTS INTERNATIONAL | $2,895 | -31.0% | 100 | 0.0% | 0.00% | -33.3% | |
NEM | Buy | NEWMONT CORP | $2,540 | -24.2% | 43 | +2.4% | 0.00% | -33.3% |
BB | BLACKBERRY LTD | $2,760 | -27.7% | 512 | 0.0% | 0.00% | -33.3% | |
BOE | New | BLACKROCK ENHANCED GLOBAL DI | $2,442 | – | 250 | +100.0% | 0.00% | – |
BIGZ | New | BLACKROCK INNOVATION AND GRW | $1,985 | – | 250 | +100.0% | 0.00% | – |
IEX | IDEX CORP | $2,724 | -5.3% | 15 | 0.0% | 0.00% | 0.0% | |
AOD | New | ABERDEEN TOTAL DYNAMIC DIVD | $3,030 | – | 375 | +100.0% | 0.00% | – |
KLAC | KLA CORP | $2,872 | -12.8% | 9 | 0.0% | 0.00% | -33.3% | |
ILMN | ILLUMINA INC | $2,397 | -47.2% | 13 | 0.0% | 0.00% | -50.0% | |
WHG | Buy | WESTWOOD HLDGS GROUP INC | $1,388 | -9.0% | 101 | +1.0% | 0.00% | 0.0% |
MKTX | MARKETAXESS HLDGS INC | $1,536 | -24.7% | 6 | 0.0% | 0.00% | -50.0% | |
TAP | MOLSON COORS BEVERAGE COcl b | $1,188 | +2.9% | 22 | 0.0% | 0.00% | 0.0% | |
NFLX | NETFLIX INC | $1,399 | -53.3% | 8 | 0.0% | 0.00% | -50.0% | |
NURO | NEUROMETRIX INC | $1,840 | -11.5% | 500 | 0.0% | 0.00% | -50.0% | |
BLES | NORTHERN LTS FD TR IVinspire gbl esg | $903 | -16.3% | 30 | 0.0% | 0.00% | 0.0% | |
EWM | ISHARES INCmsci mly etf new | $1,339 | -14.3% | 61 | 0.0% | 0.00% | 0.0% | |
OHI | OMEGA HEALTHCARE INVS INC | $1,381 | -9.6% | 49 | 0.0% | 0.00% | 0.0% | |
EZA | ISHARES INCmsci sth afr etf | $1,317 | -23.5% | 31 | 0.0% | 0.00% | 0.0% | |
EWZ | ISHARES INCmsci brazil etf | $1,397 | -27.5% | 51 | 0.0% | 0.00% | -50.0% | |
HUBS | HUBSPOT INC | $1,503 | -36.7% | 5 | 0.0% | 0.00% | -50.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $861 | -18.5% | 44 | 0.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $1,326 | -20.6% | 100 | 0.0% | 0.00% | 0.0% | |
HAS | HASBRO INC | $1,556 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
GSBD | New | GOLDMAN SACHS BDC INC | $1,680 | – | 100 | +100.0% | 0.00% | – |
CRM | SALESFORCE INC | $660 | -22.3% | 4 | 0.0% | 0.00% | 0.0% | |
SE | SEA LTDsponsord ads | $735 | -44.2% | 11 | 0.0% | 0.00% | 0.0% | |
FTV | FORTIVE CORP | $707 | -10.7% | 13 | 0.0% | 0.00% | 0.0% | |
SHOP | Buy | SHOPIFY INCcl a | $1,562 | -53.8% | 50 | +900.0% | 0.00% | -66.7% |
FDX | FEDEX CORP | $1,712 | -1.7% | 8 | 0.0% | 0.00% | 0.0% | |
EXPENSIFY INC | $1,779 | +1.3% | 100 | 0.0% | 0.00% | 0.0% | ||
AIR | AAR CORP | $1,046 | -13.6% | 25 | 0.0% | 0.00% | 0.0% | |
ETSY | ETSY INC | $1,684 | -41.1% | 23 | 0.0% | 0.00% | -50.0% | |
UIS | UNISYS CORP | $962 | -44.4% | 80 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $1,810 | -44.0% | 312 | 0.0% | 0.00% | -66.7% | |
DKS | DICKS SPORTING GOODS INC | $1,507 | -24.6% | 20 | 0.0% | 0.00% | -50.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $1,386 | -8.0% | 30 | 0.0% | 0.00% | 0.0% | |
VNM | VANECK ETF TRUSTvaneck vietnam | $1,699 | -23.7% | 118 | 0.0% | 0.00% | -50.0% | |
CGNX | COGNEX CORP | $1,828 | -44.9% | 43 | 0.0% | 0.00% | -66.7% | |
CHW | New | CALAMOS GBL DYN INCOME FUND | $1,364 | – | 200 | +100.0% | 0.00% | – |
BURL | BURLINGTON STORES INC | $1,771 | -25.2% | 13 | 0.0% | 0.00% | -50.0% | |
VIAC | PARAMOUNT GLOBAL | $1,456 | -34.7% | 59 | 0.0% | 0.00% | -50.0% | |
WAB | WABTEC | $821 | -14.7% | 10 | 0.0% | 0.00% | 0.0% | |
BYSI | BEYONDSPRING INC | $720 | -34.5% | 500 | 0.0% | 0.00% | 0.0% | |
AIM | AIM IMMUNOTECH INC | $1,170 | -26.4% | 1,500 | 0.0% | 0.00% | 0.0% | |
New | METEN HOLDING GROUP LTD | $701 | – | 501 | +100.0% | 0.00% | – | |
STNE | STONECO LTD | $732 | -34.2% | 95 | 0.0% | 0.00% | 0.0% | |
SPOT | SPOTIFY TECHNOLOGY S A | $1,689 | -37.9% | 18 | 0.0% | 0.00% | -50.0% | |
KRNT | KORNIT DIGITAL LTD | $792 | -61.7% | 25 | 0.0% | 0.00% | -50.0% | |
RCL | ROYAL CARIBBEAN GROUP | $1,431 | -58.3% | 41 | 0.0% | 0.00% | -66.7% | |
MFC | MANULIFE FINL CORP | $1,178 | -18.9% | 68 | 0.0% | 0.00% | 0.0% | |
CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -1 | -100.0% | 0.00% | – |
UA | UNDER ARMOUR INCcl c | $15 | -51.6% | 2 | 0.0% | 0.00% | – | |
UBER | UBER TECHNOLOGIES INC | $512 | -42.6% | 25 | 0.0% | 0.00% | -100.0% | |
TMDI | TITAN MED INC | $423 | -3.6% | 833 | 0.0% | 0.00% | – | |
Z | ZILLOW GROUP INCcl c cap stk | $64 | -35.4% | 2 | 0.0% | 0.00% | – | |
ZIMVIE INC | $320 | -30.0% | 20 | 0.0% | 0.00% | – | ||
SNAP | SNAP INCcl a | $53 | -63.2% | 4 | 0.0% | 0.00% | – | |
CHKEL | Exit | CHESAPEAKE ENERGY CORPw exp 02/09/202 | $0 | – | -1 | -100.0% | 0.00% | – |
ASIX | ADVANSIX INC | $84 | -34.4% | 3 | 0.0% | 0.00% | – | |
GTX | GARRETT MOTION INC | $206 | +7.9% | 27 | 0.0% | 0.00% | – | |
OGN | Sell | ORGANON & CO | $169 | -90.7% | 5 | -90.4% | 0.00% | -100.0% |
Sell | KYNDRYL HLDGS INC | $576 | -70.2% | 59 | -60.1% | 0.00% | -100.0% | |
NLY | ANNALY CAPITAL MANAGEMENT IN | $591 | -16.1% | 100 | 0.0% | 0.00% | -100.0% | |
WYY | WIDEPOINT CORP | $598 | -36.7% | 250 | 0.0% | 0.00% | -100.0% | |
YVR | LIQUID MEDIA GROUP LTD NEW | $194 | -44.6% | 500 | 0.0% | 0.00% | – | |
CS | New | CREDIT SUISSE GROUPsponsored adr | $431 | – | 76 | +100.0% | 0.00% | – |
GOVX | GEOVAX LABS INC | $415 | -27.8% | 500 | 0.0% | 0.00% | – | |
C | CITIGROUP INC | $92 | -14.0% | 2 | 0.0% | 0.00% | – | |
RKT | ROCKET COS INC | $442 | -33.7% | 60 | 0.0% | 0.00% | -100.0% | |
Sell | ON HLDG AGnamen akt a | $354 | -74.5% | 20 | -63.6% | 0.00% | -100.0% | |
RENT THE RUNWAY INC | $12 | -57.1% | 4 | 0.0% | 0.00% | – | ||
New | NEPTUNE WELLNESS SOLUTIONS I | $4 | – | 3 | +100.0% | 0.00% | – | |
CHWY | CHEWY INCcl a | $208 | -15.1% | 6 | 0.0% | 0.00% | – | |
NEPT | Exit | NEPTUNE WELLNESS SOLUTIONS I | $0 | – | -132 | -100.0% | 0.00% | – |
New | PORTMAN RIDGE FIN CORP | $562 | – | 24 | +100.0% | 0.00% | – | |
PPL | Exit | PPL CORP | $0 | – | -50 | -100.0% | -0.00% | – |
PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -110 | -100.0% | -0.00% | – |
METX | Exit | METEN HOLDING GROUP LTD | $0 | – | -15,000 | -100.0% | -0.00% | – |
DIDI | Exit | DIDI GLOBAL INCsponsored ads | $0 | – | -1,000 | -100.0% | -0.00% | – |
CI | Exit | CIGNA CORP NEW | $0 | – | -9 | -100.0% | -0.00% | – |
AEO | Exit | AMERICAN EAGLE OUTFITTERS IN | $0 | – | -121 | -100.0% | -0.00% | – |
NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -321 | -100.0% | -0.00% | – |
WYNN | Exit | WYNN RESORTS LTD | $0 | – | -45 | -100.0% | -0.00% | – |
DTP | Exit | DTE ENERGY COunit 11/01/2022s | $0 | – | -100 | -100.0% | -0.00% | – |
LEG | Exit | LEGGETT & PLATT INC | $0 | – | -150 | -100.0% | -0.00% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -117 | -100.0% | -0.01% | – |
ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -22 | -100.0% | -0.01% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -63 | -100.0% | -0.01% | – |
MET | Exit | METLIFE INC | $0 | – | -100 | -100.0% | -0.01% | – |
EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -120 | -100.0% | -0.01% | – |
SAFT | Exit | SAFETY INS GROUP INC | $0 | – | -100 | -100.0% | -0.01% | – |
RMD | Exit | RESMED INC | $0 | – | -50 | -100.0% | -0.01% | – |
AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -289 | -100.0% | -0.01% | – |
BGS | Exit | B & G FOODS INC NEW | $0 | – | -500 | -100.0% | -0.01% | – |
ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -150 | -100.0% | -0.01% | – |
HUN | Exit | HUNTSMAN CORP | $0 | – | -500 | -100.0% | -0.02% | – |
IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -117 | -100.0% | -0.02% | – |
AR | Exit | ANTERO RESOURCES CORP | $0 | – | -1,000 | -100.0% | -0.02% | – |
DOG | Exit | PROSHARES TR | $0 | – | -1,000 | -100.0% | -0.03% | – |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -846 | -100.0% | -0.03% | – |
SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -1,109 | -100.0% | -0.03% | – |
LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -833 | -100.0% | -0.04% | – |
DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -1,000 | -100.0% | -0.05% | – |
XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -1,663 | -100.0% | -0.05% | – |
K | Exit | KELLOGG CO | $0 | – | -1,250 | -100.0% | -0.07% | – |
OGE | Exit | OGE ENERGY CORP | $0 | – | -2,000 | -100.0% | -0.07% | – |
UCON | Exit | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $0 | – | -4,805 | -100.0% | -0.10% | – |
Exit | BLOCK INCcall | $0 | – | -1,000 | -100.0% | -0.11% | – | |
IVAL | Exit | ALPHA ARCHITECT ETF TRintl quan value | $0 | – | -5,739 | -100.0% | -0.12% | – |
OUSA | Exit | OSI ETF TRoshares us qualt | $0 | – | -5,252 | -100.0% | -0.19% | – |
FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -5,299 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 8 | Q3 2023 | 20.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 14.4% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 11.2% |
VANGUARD BD INDEX FDS | 8 | Q3 2023 | 7.6% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 4.1% |
ISHARES TR | 8 | Q3 2023 | 13.2% |
ISHARES TR | 8 | Q3 2023 | 6.0% |
AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.7% |
APPLE INC | 8 | Q3 2023 | 2.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 2.0% |
View Stephens Consulting, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2023-01-20 |
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.