$218 Million is the total value of Glass Jacobson Investment Advisors llc's 799 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $6,493,850 | -1.8% | 216,823 | +1.6% | 2.98% | -1.8% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $5,883,688 | +4.7% | 368,421 | +4.7% | 2.70% | +4.6% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $3,954,352 | -0.5% | 151,450 | +4.1% | 1.81% | -0.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,572,663 | -1.4% | 17,156 | +4.2% | 1.64% | -1.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,521,895 | -6.4% | 12,933 | -2.7% | 1.61% | -6.5% |
| AAPL | Buy | APPLE INC | $3,449,538 | -9.7% | 20,148 | +2.4% | 1.58% | -9.7% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $3,288,113 | +6.1% | 64,612 | +5.9% | 1.51% | +6.0% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $3,173,499 | +6.0% | 97,287 | +6.8% | 1.45% | +6.0% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $3,088,650 | -3.1% | 44,815 | +1.9% | 1.42% | -3.1% |
| VOO | Buy | VANGUARD INDEX FDS | $3,062,401 | +9.8% | 7,798 | +13.8% | 1.40% | +9.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,061,679 | -2.0% | 22,197 | +0.9% | 1.40% | -2.0% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $3,044,702 | -6.3% | 30,166 | -0.6% | 1.40% | -6.4% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $2,907,302 | -6.9% | 32,586 | -0.8% | 1.33% | -7.0% |
| MSFT | Buy | MICROSOFT CORP | $2,875,717 | -6.7% | 9,108 | +0.6% | 1.32% | -6.8% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $2,746,969 | -16.0% | 116,867 | -16.0% | 1.26% | -16.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,587,353 | +4.0% | 34,429 | +4.7% | 1.18% | +3.9% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $2,505,777 | +6.8% | 27,749 | +7.9% | 1.15% | +6.8% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,472,457 | -3.1% | 47,103 | +1.2% | 1.13% | -3.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,425,481 | +3.0% | 15,208 | +6.8% | 1.11% | +2.9% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $2,412,049 | -2.1% | 70,901 | -0.7% | 1.10% | -2.1% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,380,313 | -1.9% | 25,271 | +1.9% | 1.09% | -2.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,330,347 | +2.2% | 12,325 | +7.5% | 1.07% | +2.2% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,178,240 | +8.9% | 24,098 | -2.2% | 1.00% | +8.8% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,956,598 | +9.9% | 86,690 | +14.2% | 0.90% | +9.8% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $1,917,620 | -8.7% | 85,289 | -8.7% | 0.88% | -8.8% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $1,894,161 | -0.6% | 56,357 | +5.2% | 0.87% | -0.7% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,870,062 | -2.1% | 70,782 | +0.0% | 0.86% | -2.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,863,725 | -7.2% | 4,340 | -3.7% | 0.85% | -7.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,808,624 | -4.7% | 6,800 | -1.4% | 0.83% | -4.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,792,406 | +134.8% | 25,687 | +144.6% | 0.82% | +134.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,784,584 | -0.3% | 9,119 | +3.2% | 0.82% | -0.4% |
| IVE | ISHARES TRs&p 500 val etf | $1,779,810 | -4.6% | 11,569 | 0.0% | 0.82% | -4.7% | |
| Buy | DIMENSIONAL ETF TRUSTus large cap val | $1,772,129 | +13.9% | 71,428 | +16.6% | 0.81% | +13.9% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,755,855 | +17.0% | 10,711 | +24.1% | 0.80% | +16.9% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $1,705,981 | -4.3% | 37,338 | -2.8% | 0.78% | -4.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,699,111 | +5.5% | 13,198 | +8.8% | 0.78% | +5.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,682,519 | -0.4% | 16,285 | +2.2% | 0.77% | -0.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,666,278 | -4.7% | 10,975 | -1.0% | 0.76% | -4.9% |
| XOM | Sell | EXXON MOBIL CORP | $1,637,958 | +8.8% | 13,931 | -0.7% | 0.75% | +8.7% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,566,380 | -1.3% | 21,683 | +2.4% | 0.72% | -1.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,544,433 | -8.4% | 6,194 | -4.0% | 0.71% | -8.4% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $1,521,730 | +10.7% | 63,992 | +10.1% | 0.70% | +10.6% | |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $1,455,925 | +3.2% | 14,358 | +5.6% | 0.67% | +3.3% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,446,318 | +14.2% | 21,133 | +18.1% | 0.66% | +14.1% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,444,179 | +14.1% | 25,073 | +14.4% | 0.66% | +14.1% |
| GLD | Sell | SPDR GOLD TR | $1,374,687 | -6.7% | 8,018 | -3.0% | 0.63% | -6.8% |
| TIP | Sell | ISHARES TRtips bd etf | $1,370,263 | -30.1% | 13,211 | -27.5% | 0.63% | -30.1% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,357,008 | +10.5% | 21,052 | +15.0% | 0.62% | +10.5% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,301,390 | -2.4% | 27,957 | +1.0% | 0.60% | -2.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,284,753 | +10.6% | 17,667 | +14.0% | 0.59% | +10.7% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $1,254,239 | +10.4% | 20,266 | +12.7% | 0.58% | +10.4% |
| Sell | RBB FD INCus treas 3 mnth | $1,248,194 | -6.1% | 24,929 | -6.1% | 0.57% | -6.1% | |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,202,582 | -5.3% | 25,002 | -1.1% | 0.55% | -5.3% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap e | $1,176,175 | +9.3% | 53,609 | +13.7% | 0.54% | +9.3% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,157,795 | -1.4% | 34,905 | +0.2% | 0.53% | -1.5% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $1,134,110 | +14.4% | 45,528 | +1.8% | 0.52% | +14.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,125,596 | +11.8% | 11,614 | +12.6% | 0.52% | +11.9% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,122,861 | -8.8% | 19,054 | +1.2% | 0.51% | -9.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,122,035 | -11.3% | 15,857 | -9.0% | 0.51% | -11.4% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $1,117,774 | +172.2% | 49,723 | +173.1% | 0.51% | +172.3% |
| NVDA | Sell | NVIDIA CORPORATION | $1,107,683 | +2.3% | 2,546 | -0.5% | 0.51% | +2.2% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $1,095,361 | +11.8% | 46,276 | +15.1% | 0.50% | +11.8% | |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,083,638 | +17.8% | 22,920 | +18.2% | 0.50% | +17.5% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,082,382 | -6.3% | 15,730 | +1.0% | 0.50% | -6.2% |
| IXUS | Sell | ISHARES TRcore msci total | $1,080,480 | -8.8% | 18,011 | -4.8% | 0.50% | -8.8% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $1,072,941 | -6.1% | 11,745 | -0.7% | 0.49% | -6.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,071,575 | +33.4% | 5,045 | +38.3% | 0.49% | +33.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,032,240 | +7.1% | 27,200 | +11.7% | 0.47% | +7.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,024,960 | -5.3% | 6,367 | -0.2% | 0.47% | -5.2% |
| ISCF | Buy | ISHARES TRinternational sl | $1,024,373 | +1.0% | 34,631 | +5.4% | 0.47% | +0.9% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $964,212 | -8.2% | 13,334 | -4.5% | 0.44% | -8.1% |
| IAU | Sell | ISHARES GOLD TRishares new | $941,721 | -11.3% | 26,914 | -7.7% | 0.43% | -11.3% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $927,689 | -6.5% | 19,396 | -4.5% | 0.42% | -6.6% |
| ABBV | Buy | ABBVIE INC | $917,452 | +10.7% | 6,155 | +0.0% | 0.42% | +10.5% |
| Buy | DIMENSIONAL ETF TRUSTintl high profit | $901,205 | +35.5% | 38,862 | +43.1% | 0.41% | +35.4% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $896,541 | +7.8% | 11,800 | +12.1% | 0.41% | +7.9% |
| AMZN | Buy | AMAZON COM INC | $893,146 | -1.6% | 7,026 | +0.9% | 0.41% | -1.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $864,977 | -2.5% | 6,605 | +3.0% | 0.40% | -2.7% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $855,816 | +9.4% | 33,313 | +13.0% | 0.39% | +9.2% | |
| AGZ | Buy | ISHARES TRagency bond etf | $847,230 | +7.0% | 8,008 | +8.2% | 0.39% | +6.9% |
| XLC | Buy | SELECT SECTOR SPDR TR | $830,117 | +2.3% | 12,660 | +1.6% | 0.38% | +2.2% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $821,286 | +1.8% | 3,664 | +10.2% | 0.38% | +1.6% |
| PATH | Sell | UIPATH INCcl a | $811,784 | -14.7% | 47,445 | -17.4% | 0.37% | -14.7% |
| CVX | Buy | CHEVRON CORP NEW | $786,203 | +9.3% | 4,663 | +2.0% | 0.36% | +9.1% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $786,760 | -9.8% | 6,169 | +0.6% | 0.36% | -10.0% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $784,001 | -7.4% | 7,148 | -3.0% | 0.36% | -7.5% |
| IMTM | Buy | ISHARES TRmsci intl moment | $783,543 | +17.4% | 24,890 | +23.8% | 0.36% | +17.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $781,295 | +13.9% | 17,870 | +20.3% | 0.36% | +14.0% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $756,874 | +9.7% | 33,609 | +13.5% | 0.35% | +9.8% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $736,224 | +15.8% | 9,731 | +27.9% | 0.34% | +15.4% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $720,263 | -7.2% | 31,660 | +2.4% | 0.33% | -7.3% |
| PFE | Sell | PFIZER INC | $714,277 | -12.4% | 21,534 | -3.1% | 0.33% | -12.6% |
| ICSH | ISHARES TRblackrock ultra | $706,832 | +0.2% | 14,030 | 0.0% | 0.32% | +0.3% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $704,201 | -4.0% | 8,965 | +1.2% | 0.32% | -3.9% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $696,941 | -2.5% | 15,237 | -3.5% | 0.32% | -2.7% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $688,371 | -1.5% | 6,790 | +4.3% | 0.32% | -1.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $687,053 | +48.6% | 10,677 | +55.9% | 0.32% | +48.6% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $687,978 | -5.8% | 3,212 | +1.0% | 0.32% | -6.0% |
| Buy | DIMENSIONAL ETF TRUSTus real estate e | $677,563 | +16.3% | 34,711 | +28.2% | 0.31% | +16.1% | |
| IYH | Sell | ISHARES TRus hlthcare etf | $640,423 | -3.7% | 2,371 | -0.0% | 0.29% | -3.9% |
| ALL | Sell | ALLSTATE CORP | $639,717 | -1.3% | 5,742 | -3.4% | 0.29% | -1.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $633,716 | +45.9% | 16,162 | +51.3% | 0.29% | +45.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $622,495 | -3.5% | 12,487 | +0.0% | 0.28% | -3.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $607,430 | +8.4% | 4,607 | -0.6% | 0.28% | +8.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $607,568 | -4.8% | 3,901 | +1.1% | 0.28% | -5.1% |
| PRU | Sell | PRUDENTIAL FINL INC | $597,997 | +7.3% | 6,302 | -0.3% | 0.27% | +7.0% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $590,408 | +0.6% | 9,746 | +4.8% | 0.27% | +0.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $558,813 | -12.7% | 5,924 | -7.8% | 0.26% | -12.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $556,456 | +1.6% | 3,815 | +5.6% | 0.26% | +1.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $542,487 | +30.5% | 13,148 | +36.7% | 0.25% | +31.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $536,556 | -13.8% | 1,312 | -3.0% | 0.25% | -13.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $535,414 | -18.6% | 16,520 | -6.6% | 0.24% | -18.9% |
| BBY | Sell | BEST BUY INC | $533,183 | -22.1% | 7,675 | -8.1% | 0.24% | -22.3% |
| CODI | Sell | COMPASS DIVERSIFIEDsh ben int | $523,683 | -16.7% | 27,900 | -3.8% | 0.24% | -16.7% |
| IAGG | Buy | ISHARES TRcore intl aggr | $506,694 | -0.3% | 10,387 | +0.8% | 0.23% | -0.4% |
| Sell | DIMENSIONAL ETF TRUSTus small cap val | $507,236 | -3.3% | 20,017 | -1.9% | 0.23% | -3.3% | |
| JPM | Buy | JPMORGAN CHASE & CO | $506,700 | +5.2% | 3,494 | +5.5% | 0.23% | +5.0% |
| FDHY | Sell | FIDELITY COVINGTON TRUSThigh yild etf | $490,271 | -8.8% | 10,728 | -7.2% | 0.22% | -8.9% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $489,246 | -10.8% | 14,360 | -1.4% | 0.22% | -11.1% |
| ENFR | Buy | ALPS ETF TRalerian energy | $490,052 | +18.6% | 22,114 | +16.7% | 0.22% | +18.5% |
| MCD | Sell | MCDONALDS CORP | $486,432 | -16.3% | 1,846 | -5.1% | 0.22% | -16.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $483,061 | +25.1% | 14,390 | +28.1% | 0.22% | +24.9% |
| CORP | PIMCO ETF TRinv grd crp bd | $483,301 | -3.9% | 5,304 | 0.0% | 0.22% | -4.3% | |
| FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $470,751 | +5.8% | 10,111 | +7.0% | 0.22% | +5.9% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $460,610 | -15.3% | 8,015 | -12.4% | 0.21% | -15.3% |
| IDEV | Buy | ISHARES TRcore msci intl | $456,041 | +0.5% | 7,825 | +5.4% | 0.21% | +0.5% |
| DIS | Sell | DISNEY WALT CO | $432,402 | -15.6% | 5,335 | -7.1% | 0.20% | -15.7% |
| ET | Buy | ENERGY TRANSFER L P | $432,361 | +12.5% | 30,817 | +1.9% | 0.20% | +12.5% |
| PEP | Buy | PEPSICO INC | $424,617 | -5.6% | 2,506 | +3.2% | 0.20% | -5.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $421,397 | -5.8% | 5,822 | -3.3% | 0.19% | -5.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $416,150 | -0.5% | 5,536 | +0.1% | 0.19% | -0.5% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $410,539 | -2.5% | 3,935 | +2.7% | 0.19% | -2.6% |
| BX | Sell | BLACKSTONE INC | $407,766 | +9.9% | 3,806 | -4.7% | 0.19% | +10.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $402,045 | +46.6% | 12,965 | +53.8% | 0.18% | +46.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $393,125 | -2.9% | 4,246 | +2.4% | 0.18% | -3.2% |
| TXN | Buy | TEXAS INSTRS INC | $389,828 | -11.6% | 2,452 | +0.0% | 0.18% | -11.4% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $389,353 | -2.4% | 10,268 | +8.8% | 0.18% | -2.7% |
| KIM | Sell | KIMCO RLTY CORP | $386,031 | -12.0% | 21,946 | -1.4% | 0.18% | -11.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $387,201 | -8.3% | 5,659 | -5.6% | 0.18% | -8.8% |
| LDEM | Sell | ISHARES TResg msci em ldrs | $384,356 | -18.7% | 8,985 | -14.9% | 0.18% | -18.9% |
| T | Sell | AT&T INC | $377,673 | -9.4% | 25,145 | -3.8% | 0.17% | -9.4% |
| FDRR | Buy | FIDELITY COVINGTON TRUSTdivid etf risi | $371,883 | -3.6% | 9,351 | +1.1% | 0.17% | -4.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $368,980 | -7.0% | 863 | -3.6% | 0.17% | -7.1% |
| EFV | Buy | ISHARES TReafe value etf | $366,927 | +5.7% | 7,499 | +5.7% | 0.17% | +5.7% |
| SO | SOUTHERN CO | $361,397 | -7.9% | 5,584 | 0.0% | 0.17% | -7.8% | |
| BP | Sell | BP PLCsponsored adr | $361,994 | +4.0% | 9,349 | -5.2% | 0.17% | +4.4% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $355,315 | +19.9% | 4,910 | +27.9% | 0.16% | +19.9% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $350,135 | -2.8% | 2,933 | +0.7% | 0.16% | -3.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $340,074 | -0.5% | 4,200 | -0.4% | 0.16% | -0.6% |
| PLD | PROLOGIS INC. | $338,426 | -8.5% | 3,016 | 0.0% | 0.16% | -8.8% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $335,526 | +28.8% | 2,564 | +17.8% | 0.15% | +29.4% |
| WMT | Sell | WALMART INC | $336,434 | +1.6% | 2,104 | -0.2% | 0.15% | +1.3% |
| MRK | Buy | MERCK & CO INC | $327,629 | -5.6% | 3,182 | +5.8% | 0.15% | -5.7% |
| KMB | Sell | KIMBERLY-CLARK CORP | $323,395 | -17.1% | 2,676 | -5.3% | 0.15% | -17.3% |
| HD | Sell | HOME DEPOT INC | $322,676 | -5.1% | 1,068 | -2.4% | 0.15% | -5.1% |
| ICF | ISHARES TRcohen steer reit | $312,497 | -9.7% | 6,230 | 0.0% | 0.14% | -10.1% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $310,803 | -13.2% | 2,877 | -7.3% | 0.14% | -13.4% |
| AVGO | Buy | BROADCOM INC | $310,814 | +5.0% | 374 | +9.7% | 0.14% | +4.4% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $303,386 | +84.5% | 5,309 | +89.3% | 0.14% | +85.3% |
| Buy | PEAKSTONE REALTY TRUST | $300,810 | -40.4% | 18,077 | +0.0% | 0.14% | -40.3% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $294,461 | -9.9% | 5,214 | -5.9% | 0.14% | -10.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $295,246 | +187.9% | 4,362 | +202.1% | 0.14% | +187.2% |
| AMD | ADVANCED MICRO DEVICES INC | $291,495 | -9.7% | 2,835 | 0.0% | 0.13% | -9.5% | |
| JFR | NUVEEN FLOATING RATE INCOME | $289,485 | +4.1% | 35,260 | 0.0% | 0.13% | +3.9% | |
| KO | Buy | COCA COLA CO | $287,159 | -3.8% | 5,130 | +3.4% | 0.13% | -3.6% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $288,558 | +20.9% | 4,045 | +27.3% | 0.13% | +21.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $283,726 | +178.8% | 6,850 | +194.8% | 0.13% | +176.6% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $284,767 | -0.6% | 1,211 | +3.5% | 0.13% | -0.8% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $281,620 | -3.9% | 6,465 | +0.2% | 0.13% | -3.7% |
| IGSB | Sell | ISHARES TR | $279,939 | -4.7% | 5,618 | -4.1% | 0.13% | -5.2% |
| Sell | DIMENSIONAL ETF TRUSTshort duration f | $275,666 | -1.4% | 5,944 | -1.4% | 0.13% | -1.6% | |
| V | Buy | VISA INC | $272,332 | -3.1% | 1,184 | +0.1% | 0.12% | -3.1% |
| NVO | Buy | NOVO-NORDISK A Sadr | $272,820 | +65.3% | 3,000 | +194.1% | 0.12% | +64.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $269,034 | +12.9% | 5,653 | +16.9% | 0.12% | +12.8% |
| EBAY | Sell | EBAY INC. | $267,230 | -8.9% | 6,061 | -7.6% | 0.12% | -9.0% |
| IWN | ISHARES TRrus 2000 val etf | $263,781 | -3.7% | 1,946 | 0.0% | 0.12% | -4.0% | |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $264,995 | -3.9% | 2,156 | +2.1% | 0.12% | -4.0% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $261,236 | -13.3% | 9,618 | -11.0% | 0.12% | -13.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $258,085 | +10.6% | 8,560 | +13.5% | 0.12% | +10.3% |
| AXNX | Sell | AXONICS INC | $252,540 | -15.9% | 4,500 | -24.4% | 0.12% | -15.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $239,778 | +12.4% | 669 | +15.9% | 0.11% | +12.2% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts hi | $235,195 | +0.0% | 10,384 | +4.8% | 0.11% | 0.0% | |
| MPC | Sell | MARATHON PETE CORP | $231,977 | +12.6% | 1,533 | -13.2% | 0.11% | +12.8% |
| ORCL | Sell | ORACLE CORP | $228,987 | -15.0% | 2,162 | -4.4% | 0.10% | -14.6% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $222,231 | +10.0% | 4,892 | +10.0% | 0.10% | +9.7% |
| COP | Buy | CONOCOPHILLIPS | $219,825 | +23.1% | 1,835 | +6.4% | 0.10% | +23.2% |
| IWL | Sell | ISHARES TRrus top 200 etf | $220,045 | -16.8% | 2,129 | -14.2% | 0.10% | -16.5% |
| Buy | DIMENSIONAL ETF TRUSTinflation prote | $218,919 | -2.6% | 5,505 | +1.2% | 0.10% | -2.9% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $217,581 | +25.5% | 6,407 | +31.7% | 0.10% | +26.6% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $211,534 | +22.1% | 2,563 | +28.0% | 0.10% | +22.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $209,645 | -4.6% | 4,042 | +0.1% | 0.10% | -5.0% |
| MA | MASTERCARD INCORPORATEDcl a | $209,437 | +0.7% | 529 | 0.0% | 0.10% | +1.1% | |
| D | DOMINION ENERGY INC | $210,441 | -13.7% | 4,711 | 0.0% | 0.10% | -14.3% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $204,211 | +0.7% | 1,314 | +5.3% | 0.09% | +1.1% |
| HYDB | Buy | ISHARES TRhigh yld bd fctr | $206,271 | +154.2% | 4,695 | +158.5% | 0.09% | +154.1% |
| CSCO | Sell | CISCO SYS INC | $203,521 | -80.3% | 3,786 | -81.0% | 0.09% | -80.3% |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $203,276 | -3.7% | 18,564 | 0.0% | 0.09% | -4.1% | |
| NSC | NORFOLK SOUTHN CORP | $200,475 | -13.2% | 1,018 | 0.0% | 0.09% | -13.2% | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $200,970 | +85.5% | 600 | +90.5% | 0.09% | +84.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $195,617 | -13.0% | 1,255 | 0.0% | 0.09% | -12.6% | |
| Buy | DIMENSIONAL ETF TRUST | $195,742 | -2.3% | 4,849 | +1.0% | 0.09% | -2.2% | |
| SMCI | Buy | SUPER MICRO COMPUTER INC | $190,035 | +68.3% | 693 | +53.0% | 0.09% | +67.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $186,956 | +13.1% | 2,700 | +19.3% | 0.09% | +13.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $186,825 | +1.9% | 2,692 | +7.1% | 0.09% | +2.4% |
| VTRS | Sell | VIATRIS INC | $184,905 | -7.9% | 18,753 | -6.8% | 0.08% | -7.6% |
| FB | Buy | META PLATFORMS INCcl a | $184,630 | +30.5% | 615 | +24.7% | 0.08% | +30.8% |
| PANW | PALO ALTO NETWORKS INC | $186,146 | -8.2% | 794 | 0.0% | 0.08% | -8.6% | |
| PWR | Buy | QUANTA SVCS INC | $182,711 | +6.1% | 977 | +11.5% | 0.08% | +6.3% |
| LLY | Buy | ELI LILLY & CO | $181,049 | +38.6% | 337 | +20.8% | 0.08% | +38.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $178,198 | -2.3% | 759 | +1.3% | 0.08% | -2.4% |
| CAT | CATERPILLAR INC | $178,269 | +11.0% | 653 | 0.0% | 0.08% | +10.8% | |
| FANG | Buy | DIAMONDBACK ENERGY INC | $178,681 | +31.1% | 1,154 | +11.2% | 0.08% | +32.3% |
| AXP | AMERICAN EXPRESS CO | $177,835 | -14.4% | 1,192 | 0.0% | 0.08% | -14.7% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $176,428 | -0.1% | 753 | 0.0% | 0.08% | 0.0% | |
| IRBO | Buy | ISHARES TRrobotics artif | $174,612 | +7.1% | 5,717 | +15.9% | 0.08% | +6.7% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $174,887 | -10.7% | 2,325 | -0.0% | 0.08% | -11.1% |
| FLTB | Buy | FIDELITY MERRIMACK STR TRltd trm bd etf | $165,664 | +6.2% | 3,466 | +6.6% | 0.08% | +5.6% |
| FVAL | Buy | FIDELITY COVINGTON TRUSTvlu factor etf | $164,942 | -1.0% | 3,447 | +1.6% | 0.08% | 0.0% |
| COST | COSTCO WHSL CORP NEW | $164,746 | +5.0% | 292 | 0.0% | 0.08% | +4.2% | |
| DUK | DUKE ENERGY CORP NEW | $161,605 | -1.6% | 1,831 | 0.0% | 0.07% | -1.3% | |
| PXD | Sell | PIONEER NAT RES CO | $161,664 | +7.7% | 704 | -2.8% | 0.07% | +7.2% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $160,177 | -6.5% | 386 | -0.5% | 0.07% | -7.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $156,314 | +21.2% | 1,811 | +34.0% | 0.07% | +22.0% |
| KLAC | Buy | KLA CORP | $157,987 | +3.9% | 344 | +9.6% | 0.07% | +2.9% |
| UNP | UNION PAC CORP | $155,981 | -0.5% | 766 | 0.0% | 0.07% | -1.4% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $154,452 | +34.5% | 2,886 | +40.9% | 0.07% | +34.0% |
| SLB | New | SCHLUMBERGER LTD | $150,823 | – | 2,587 | +100.0% | 0.07% | – |
| MAR | MARRIOTT INTL INC NEWcl a | $141,603 | +7.0% | 720 | 0.0% | 0.06% | +6.6% | |
| BLCN | Buy | SIREN ETF TRnsd nxgn eco etf | $139,649 | +3.3% | 7,354 | +17.3% | 0.06% | +3.2% |
| GS | GOLDMAN SACHS GROUP INC | $136,223 | +0.3% | 421 | 0.0% | 0.06% | 0.0% | |
| Buy | DIMENSIONAL ETF TRUSTglobal real est | $135,795 | +18.1% | 6,060 | +28.6% | 0.06% | +17.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $136,323 | -3.0% | 1,654 | 0.0% | 0.06% | -3.1% | |
| FLDR | Buy | FIDELITY MERRIMACK STR TRlow durtin etf | $129,093 | +31.9% | 2,606 | +32.6% | 0.06% | +31.1% |
| DVY | Sell | ISHARES TRselect divid etf | $128,358 | -5.7% | 1,192 | -0.7% | 0.06% | -4.8% |
| NVR | NVR INC | $125,230 | -6.1% | 21 | 0.0% | 0.06% | -6.6% | |
| TSLA | Buy | TESLA INC | $123,359 | +51.5% | 493 | +58.5% | 0.06% | +54.1% |
| WPC | WP CAREY INC | $123,465 | -20.0% | 2,283 | 0.0% | 0.06% | -19.7% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $122,252 | -67.3% | 1,300 | -66.0% | 0.06% | -67.3% |
| SYY | Buy | SYSCO CORP | $121,863 | +10.9% | 1,845 | +24.6% | 0.06% | +12.0% |
| BXP | BOSTON PROPERTIES INC | $120,210 | +3.3% | 2,021 | 0.0% | 0.06% | +3.8% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $117,640 | -6.1% | 644 | 0.0% | 0.05% | -5.3% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $116,944 | -5.3% | 600 | 0.0% | 0.05% | -5.3% | |
| EXC | EXELON CORP | $118,548 | -7.2% | 3,137 | 0.0% | 0.05% | -8.5% | |
| QCOM | QUALCOMM INC | $115,725 | -6.7% | 1,042 | 0.0% | 0.05% | -7.0% | |
| QUAL | New | ISHARES TRmsci usa qlt fct | $116,107 | – | 881 | +100.0% | 0.05% | – |
| CONSTELLATION ENERGY CORP | $113,444 | +19.1% | 1,040 | 0.0% | 0.05% | +18.2% | ||
| O | REALTY INCOME CORP | $114,363 | -16.5% | 2,290 | 0.0% | 0.05% | -17.5% | |
| MKC | Sell | MCCORMICK & CO INC | $110,435 | -13.9% | 1,460 | -0.7% | 0.05% | -13.6% |
| NEE | NEXTERA ENERGY INC | $106,445 | -22.8% | 1,858 | 0.0% | 0.05% | -22.2% | |
| BLK | Buy | BLACKROCK INC | $107,964 | +1.4% | 167 | +8.4% | 0.05% | 0.0% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $106,779 | -2.8% | 433 | 0.0% | 0.05% | -2.0% | |
| EWD | ISHARES INCmsci sweden etf | $105,504 | -6.9% | 3,200 | 0.0% | 0.05% | -7.7% | |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $101,792 | -3.5% | 2,099 | +0.4% | 0.05% | -2.1% |
| SBUX | STARBUCKS CORP | $103,409 | -7.9% | 1,133 | 0.0% | 0.05% | -7.8% | |
| J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $101,760 | -3.4% | 2,100 | 0.0% | 0.05% | -2.1% | ||
| DEO | DIAGEO PLCspon adr new | $99,932 | -14.0% | 670 | 0.0% | 0.05% | -13.2% | |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $99,924 | – | 1,499 | +100.0% | 0.05% | – |
| IYE | Buy | ISHARES TRu.s. energy etf | $97,422 | +19.5% | 2,054 | +7.9% | 0.04% | +21.6% |
| MMM | 3M CO | $98,114 | -6.5% | 1,048 | 0.0% | 0.04% | -6.2% | |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $95,197 | -15.3% | 11,525 | -10.8% | 0.04% | -15.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $95,592 | +7.3% | 2,156 | +0.6% | 0.04% | +7.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $97,003 | -23.7% | 549 | -19.1% | 0.04% | -24.1% |
| WEC | WEC ENERGY GROUP INC | $94,083 | -8.7% | 1,168 | 0.0% | 0.04% | -8.5% | |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $91,289 | -18.4% | 1,400 | -15.5% | 0.04% | -17.6% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $88,556 | -7.1% | 1,754 | -3.6% | 0.04% | -6.8% |
| ISVL | Buy | ISHARES TRintl dev sml cp | $89,826 | +16.6% | 2,924 | +20.0% | 0.04% | +17.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $88,962 | -21.4% | 872 | -16.7% | 0.04% | -21.2% |
| IYM | ISHARES TRu.s. bas mtl etf | $88,424 | -5.1% | 700 | 0.0% | 0.04% | -4.7% | |
| Buy | SHELL PLCspon ads | $90,520 | +8.2% | 1,406 | +1.5% | 0.04% | +7.9% | |
| DTN | WISDOMTREE TRus ai enhanced | $88,963 | -4.9% | 1,000 | 0.0% | 0.04% | -4.7% | |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $87,876 | +1.1% | 4,251 | +0.6% | 0.04% | 0.0% |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD | $87,473 | -3.1% | 14,177 | +0.2% | 0.04% | -2.4% |
| DRI | DARDEN RESTAURANTS INC | $87,794 | -14.3% | 613 | 0.0% | 0.04% | -14.9% | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $85,792 | +3.9% | 1,924 | 0.0% | 0.04% | +2.6% | |
| SNPS | SYNOPSYS INC | $82,615 | +5.4% | 180 | 0.0% | 0.04% | +5.6% | |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $83,352 | +11.8% | 1,038 | +13.1% | 0.04% | +11.8% |
| MO | Sell | ALTRIA GROUP INC | $81,835 | -27.7% | 1,946 | -22.1% | 0.04% | -28.8% |
| PDN | Buy | INVESCO EXCH TRADED FD TR IIftse rafi sml | $79,829 | -3.4% | 2,702 | +0.7% | 0.04% | -2.6% |
| CANADIAN PACIFIC KANSAS CITY | $81,851 | -7.9% | 1,100 | 0.0% | 0.04% | -9.8% | ||
| Sell | GENERAL ELECTRIC CO | $79,381 | -1.0% | 718 | -1.6% | 0.04% | -2.7% | |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $78,873 | -2.1% | 4,685 | +2.4% | 0.04% | -2.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $77,917 | +3.0% | 1,540 | +6.6% | 0.04% | +2.9% |
| IBM | INTERNATIONAL BUSINESS MACHS | $78,568 | +4.8% | 560 | 0.0% | 0.04% | +5.9% | |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $76,211 | -4.0% | 1,288 | +1.0% | 0.04% | -2.8% |
| ETG | EATON VANCE TX ADV GLBL DIV | $76,900 | -7.9% | 5,000 | 0.0% | 0.04% | -7.9% | |
| AMGN | Sell | AMGEN INC | $76,060 | +18.1% | 283 | -2.4% | 0.04% | +16.7% |
| ADP | AUTOMATIC DATA PROCESSING IN | $76,082 | +9.6% | 316 | 0.0% | 0.04% | +9.4% | |
| MDT | MEDTRONIC PLC | $76,166 | -11.1% | 972 | 0.0% | 0.04% | -10.3% | |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $76,401 | -3.4% | 2,382 | +0.4% | 0.04% | -2.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $73,612 | +56.3% | 146 | +49.0% | 0.03% | +54.5% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $75,017 | +39.2% | 1,340 | +43.2% | 0.03% | +36.0% |
| SLYG | SPDR SER TRs&p 600 smcp grw | $73,270 | -4.8% | 1,000 | 0.0% | 0.03% | -2.9% | |
| ACN | ACCENTURE PLC IRELAND | $73,707 | -0.5% | 240 | 0.0% | 0.03% | 0.0% | |
| IVOV | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 val | $74,620 | +9.4% | 958 | +15.6% | 0.03% | +9.7% |
| USIG | New | ISHARES TRusd inv grde etf | $72,442 | – | 1,507 | +100.0% | 0.03% | – |
| KMI | KINDER MORGAN INC DEL | $71,792 | -3.7% | 4,330 | 0.0% | 0.03% | -2.9% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $70,630 | -6.7% | 1,889 | 0.0% | 0.03% | -8.6% | |
| IWV | ISHARES TRrussell 3000 etf | $69,196 | -3.7% | 282 | 0.0% | 0.03% | -3.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $70,839 | +39.9% | 577 | +43.5% | 0.03% | +39.1% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $69,165 | +0.1% | 3,682 | +0.9% | 0.03% | 0.0% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $67,700 | -0.6% | 3,614 | +1.0% | 0.03% | 0.0% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $68,532 | -18.7% | 1,183 | -13.4% | 0.03% | -20.5% |
| TGT | TARGET CORP | $65,790 | -16.2% | 595 | 0.0% | 0.03% | -16.7% | |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $66,481 | -4.0% | 826 | -5.2% | 0.03% | -6.2% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $65,120 | -31.4% | 423 | -29.3% | 0.03% | -30.2% |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $64,231 | +0.1% | 1,280 | 0.0% | 0.03% | 0.0% | |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $62,258 | -0.9% | 3,215 | +1.0% | 0.03% | 0.0% |
| PFXF | VANECK ETF TRUSTpreferred securt | $61,693 | -4.9% | 3,670 | 0.0% | 0.03% | -6.7% | |
| TU | TELUS CORPORATION | $58,824 | -16.0% | 3,600 | 0.0% | 0.03% | -15.6% | |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $59,569 | -0.1% | 1,284 | +0.5% | 0.03% | 0.0% |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $58,361 | -5.8% | 757 | +0.4% | 0.03% | -3.6% |
| PSK | SPDR SER TRice pfd sec etf | $55,994 | -3.0% | 1,725 | 0.0% | 0.03% | 0.0% | |
| FUNDX INVT TRfundx etf | $57,422 | -4.3% | 1,164 | 0.0% | 0.03% | -3.7% | ||
| WY | WEYERHAEUSER CO MTN BE | $54,667 | -8.5% | 1,783 | 0.0% | 0.02% | -7.4% | |
| VSEC | VSE CORP | $55,484 | -7.8% | 1,100 | 0.0% | 0.02% | -10.7% | |
| WFC | Buy | WELLS FARGO CO NEW | $54,492 | -4.2% | 1,334 | +0.1% | 0.02% | -3.8% |
| BA | Buy | BOEING CO | $53,863 | +10.9% | 281 | +22.2% | 0.02% | +13.6% |
| SJM | SMUCKER J M CO | $55,556 | -16.8% | 452 | 0.0% | 0.02% | -19.4% | |
| NFLX | NETFLIX INC | $53,997 | -14.3% | 143 | 0.0% | 0.02% | -13.8% | |
| IP | Buy | INTERNATIONAL PAPER CO | $52,709 | +728.5% | 1,486 | +643.0% | 0.02% | +700.0% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $52,439 | +0.3% | 2,470 | 0.0% | 0.02% | 0.0% | |
| EWG | ISHARES INCmsci germany etf | $53,055 | -8.3% | 2,025 | 0.0% | 0.02% | -11.1% | |
| HSY | Buy | HERSHEY CO | $53,222 | +113.1% | 266 | +166.0% | 0.02% | +118.2% |
| IYW | ISHARES TRu.s. tech etf | $50,688 | -3.6% | 483 | 0.0% | 0.02% | -4.2% | |
| EVRG | EVERGY INC | $51,207 | -13.2% | 1,010 | 0.0% | 0.02% | -14.8% | |
| NFG | NATIONAL FUEL GAS CO | $51,080 | +1.1% | 984 | 0.0% | 0.02% | 0.0% | |
| ABT | ABBOTT LABS | $50,847 | -11.2% | 525 | 0.0% | 0.02% | -11.5% | |
| NEOG | Sell | NEOGEN CORP | $49,131 | -43.5% | 2,650 | -33.8% | 0.02% | -42.5% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $47,797 | -6.4% | 813 | 0.0% | 0.02% | -4.3% | |
| CVS | Buy | CVS HEALTH CORP | $49,053 | +1.2% | 703 | +0.3% | 0.02% | 0.0% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $47,868 | +0.5% | 959 | +0.1% | 0.02% | 0.0% |
| VLO | VALERO ENERGY CORP | $46,623 | +20.8% | 329 | 0.0% | 0.02% | +16.7% | |
| FE | FIRSTENERGY CORP | $46,690 | -12.1% | 1,366 | 0.0% | 0.02% | -12.5% | |
| ES | EVERSOURCE ENERGY | $45,765 | -18.0% | 787 | 0.0% | 0.02% | -19.2% | |
| SLV | Sell | ISHARES SILVER TRishares | $44,342 | -19.7% | 2,180 | -17.5% | 0.02% | -20.0% |
| CLX | CLOROX CO DEL | $43,775 | -17.6% | 334 | 0.0% | 0.02% | -16.7% | |
| FDX | Buy | FEDEX CORP | $41,063 | +54.8% | 155 | +44.9% | 0.02% | +58.3% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $41,042 | +2.9% | 386 | +6.9% | 0.02% | +5.6% |
| IGIB | Buy | ISHARES TR | $40,863 | -3.2% | 840 | +0.6% | 0.02% | 0.0% |
| VEEV | VEEVA SYS INC | $42,318 | +2.9% | 208 | 0.0% | 0.02% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $41,499 | -9.2% | 715 | 0.0% | 0.02% | -9.5% | |
| ICLR | ICON PLC | $38,415 | -1.6% | 156 | 0.0% | 0.02% | 0.0% | |
| TTD | THE TRADE DESK INC | $39,701 | +1.2% | 508 | 0.0% | 0.02% | 0.0% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $38,408 | -0.4% | 802 | 0.0% | 0.02% | 0.0% | |
| MATX | MATSON INC | $39,924 | +14.1% | 450 | 0.0% | 0.02% | +12.5% | |
| FPF | FIRST TR INTER DURATN PFD & | $39,858 | -3.9% | 2,675 | 0.0% | 0.02% | -5.3% | |
| ICLN | ISHARES TRgl clean ene etf | $39,023 | -20.5% | 2,669 | 0.0% | 0.02% | -21.7% | |
| HPF | HANCOCK JOHN PFD INCOME FD I | $37,840 | -4.1% | 2,615 | 0.0% | 0.02% | -5.6% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $36,711 | -2.1% | 230 | 0.0% | 0.02% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $36,033 | -2.1% | 139 | 0.0% | 0.02% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $36,333 | -13.2% | 2,925 | +5.7% | 0.02% | -10.5% |
| EWC | ISHARES INCmsci cda etf | $35,267 | -4.4% | 1,054 | 0.0% | 0.02% | -5.9% | |
| TROW | PRICE T ROWE GROUP INC | $35,132 | -6.4% | 335 | 0.0% | 0.02% | -5.9% | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $34,720 | – | 2,170 | +100.0% | 0.02% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $35,681 | +1.3% | 484 | +3.2% | 0.02% | 0.0% |
| BOX | BOX INCcl a | $33,894 | -17.6% | 1,400 | 0.0% | 0.02% | -15.8% | |
| DGRO | Buy | ISHARES TRcore div grwth | $34,940 | +19.1% | 705 | +23.9% | 0.02% | +23.1% |
| ADBE | ADOBE INC | $35,693 | +4.3% | 70 | 0.0% | 0.02% | 0.0% | |
| ORMP | ORAMED PHARMACEUTICALS INC | $31,986 | -27.1% | 12,255 | 0.0% | 0.02% | -25.0% | |
| CL | COLGATE PALMOLIVE CO | $32,924 | -7.7% | 463 | 0.0% | 0.02% | -6.2% | |
| EWH | ISHARES INCmsci hong kg etf | $33,014 | -11.3% | 1,925 | 0.0% | 0.02% | -11.8% | |
| TRV | TRAVELERS COMPANIES INC | $33,479 | -6.0% | 205 | 0.0% | 0.02% | -6.2% | |
| SHV | ISHARES TRshort treas bd | $32,258 | +0.0% | 292 | 0.0% | 0.02% | 0.0% | |
| FSLR | FIRST SOLAR INC | $32,318 | -15.0% | 200 | 0.0% | 0.02% | -11.8% | |
| AVAV | AEROVIRONMENT INC | $33,459 | +9.0% | 300 | 0.0% | 0.02% | +7.1% | |
| TLT | ISHARES TR20 yr tr bd etf | $33,171 | -13.8% | 374 | 0.0% | 0.02% | -16.7% | |
| TSCO | Buy | TRACTOR SUPPLY CO | $31,652 | -7.7% | 156 | +0.6% | 0.02% | -6.2% |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $33,072 | +10.0% | 1,325 | 0.0% | 0.02% | +7.1% | |
| RGLD | ROYAL GOLD INC | $32,963 | -7.4% | 310 | 0.0% | 0.02% | -6.2% | |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $33,562 | -3.1% | 1,437 | +0.7% | 0.02% | -6.2% | |
| DOV | DOVER CORP | $30,414 | -5.5% | 218 | 0.0% | 0.01% | -6.7% | |
| ETN | EATON CORP PLC | $31,139 | +6.1% | 146 | 0.0% | 0.01% | +7.7% | |
| A | AGILENT TECHNOLOGIES INC | $29,968 | -7.0% | 268 | 0.0% | 0.01% | -6.7% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $29,942 | +0.4% | 299 | 0.0% | 0.01% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP | $30,818 | -6.2% | 760 | 0.0% | 0.01% | -6.7% | |
| EMR | EMERSON ELEC CO | $30,420 | +6.8% | 315 | 0.0% | 0.01% | +7.7% | |
| EL | LAUDER ESTEE COS INCcl a | $31,368 | -26.4% | 217 | 0.0% | 0.01% | -30.0% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $30,978 | -4.9% | 115 | 0.0% | 0.01% | -6.7% | |
| EWU | ISHARES TRmsci uk etf new | $31,640 | -2.2% | 1,000 | 0.0% | 0.01% | -6.7% | |
| PSA | PUBLIC STORAGE | $30,569 | -9.7% | 116 | 0.0% | 0.01% | -12.5% | |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $27,712 | +71.6% | 1,600 | +78.6% | 0.01% | +85.7% |
| IEV | ISHARES TReurope etf | $28,638 | -5.6% | 600 | 0.0% | 0.01% | -7.1% | |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $29,341 | -3.8% | 967 | +2.0% | 0.01% | -7.1% |
| CTVA | Buy | CORTEVA INC | $28,394 | +198.5% | 555 | +234.3% | 0.01% | +225.0% |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $27,570 | -8.3% | 1,000 | 0.0% | 0.01% | -7.1% | |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $28,072 | -26.8% | 376 | -23.3% | 0.01% | -27.8% |
| BAC | Buy | BANK AMERICA CORP | $27,867 | +89.0% | 1,018 | +98.1% | 0.01% | +85.7% |
| PYPL | PAYPAL HLDGS INC | $28,003 | -12.4% | 479 | 0.0% | 0.01% | -13.3% | |
| HPQ | HP INC | $29,144 | -16.3% | 1,134 | 0.0% | 0.01% | -18.8% | |
| REG | New | REGENCY CTRS CORP | $25,738 | – | 433 | +100.0% | 0.01% | – |
| FALN | New | ISHARES TRfaln angls usd | $26,584 | – | 1,072 | +100.0% | 0.01% | – |
| MS | Buy | MORGAN STANLEY | $26,791 | +69.8% | 328 | +77.3% | 0.01% | +71.4% |
| FISV | FISERV INC | $26,659 | -10.5% | 236 | 0.0% | 0.01% | -14.3% | |
| RDY | DR REDDYS LABS LTDadr | $26,748 | +6.0% | 400 | 0.0% | 0.01% | 0.0% | |
| TJX | TJX COS INC NEW | $26,664 | +4.8% | 300 | 0.0% | 0.01% | 0.0% | |
| AMERICA MOVIL SAB DE CVspon ads rp cl b | $25,859 | -20.0% | 1,493 | 0.0% | 0.01% | -20.0% | ||
| PSX | PHILLIPS 66 | $25,262 | +26.3% | 210 | 0.0% | 0.01% | +33.3% | |
| ILCG | ISHARES TRmorningstar grwt | $25,718 | -4.3% | 431 | 0.0% | 0.01% | 0.0% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $26,608 | -33.1% | 1,499 | -26.4% | 0.01% | -33.3% |
| MKCV | MCCORMICK & CO INC | $26,583 | -8.9% | 337 | 0.0% | 0.01% | -7.7% | |
| SCCO | Buy | SOUTHERN COPPER CORP | $25,536 | +6.2% | 339 | +1.2% | 0.01% | +9.1% |
| IOO | ISHARES TRglobal 100 etf | $25,709 | -3.7% | 351 | 0.0% | 0.01% | 0.0% | |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $23,597 | -16.6% | 257 | -16.6% | 0.01% | -15.4% |
| FIDELITY COVINGTON TRUSTcrypto ind & dig | $22,941 | -17.3% | 1,432 | 0.0% | 0.01% | -15.4% | ||
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $24,142 | – | 360 | +100.0% | 0.01% | – |
| INTC | Sell | INTEL CORP | $24,885 | -0.8% | 700 | -6.7% | 0.01% | 0.0% |
| RTX | Buy | RTX CORPORATION | $23,283 | -26.3% | 324 | +0.3% | 0.01% | -21.4% |
| MUB | Sell | ISHARES TRnational mun etf | $24,610 | -55.5% | 240 | -53.7% | 0.01% | -56.0% |
| IBB | Buy | ISHARES TRishares biotech | $24,871 | +140.7% | 203 | +150.6% | 0.01% | +120.0% |
| AOM | New | ISHARES TRmodert alloc etf | $24,332 | – | 625 | +100.0% | 0.01% | – |
| TYL | TYLER TECHNOLOGIES INC | $24,713 | -7.3% | 64 | 0.0% | 0.01% | -8.3% | |
| New | DIMENSIONAL ETF TRUSTnatl mun bd etf | $24,769 | – | 533 | +100.0% | 0.01% | – | |
| SPSB | New | SPDR SER TRportfolio short | $24,922 | – | 850 | +100.0% | 0.01% | – |
| PLUG | PLUG POWER INC | $24,700 | -26.9% | 3,250 | 0.0% | 0.01% | -26.7% | |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $21,801 | +4.7% | 1,159 | +7.9% | 0.01% | 0.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $20,994 | +184.8% | 310 | +201.0% | 0.01% | +233.3% |
| DLTR | DOLLAR TREE INC | $21,078 | -25.8% | 198 | 0.0% | 0.01% | -23.1% | |
| TSN | Buy | TYSON FOODS INCcl a | $21,441 | -0.2% | 425 | +1.0% | 0.01% | 0.0% |
| CSX | CSX CORP | $21,164 | -9.8% | 688 | 0.0% | 0.01% | -9.1% | |
| ITA | ISHARES TRus aer def etf | $21,378 | -9.2% | 202 | 0.0% | 0.01% | -9.1% | |
| CI | THE CIGNA GROUP | $22,314 | +2.0% | 78 | 0.0% | 0.01% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $21,666 | -5.0% | 581 | +1.9% | 0.01% | 0.0% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $19,720 | -1.9% | 411 | +0.7% | 0.01% | 0.0% |
| BOND | PIMCO ETF TRactive bd etf | $19,778 | -4.1% | 225 | 0.0% | 0.01% | 0.0% | |
| ITEQ | ETF MANAGERS TRbluestar israel | $18,609 | -10.9% | 451 | 0.0% | 0.01% | -10.0% | |
| REZ | ISHARES TRresidential mult | $19,896 | -10.0% | 302 | 0.0% | 0.01% | -10.0% | |
| EMXC | New | ISHARES INCmsci emrg chn | $19,883 | – | 399 | +100.0% | 0.01% | – |
| USRT | New | ISHARES TRcre u s reit etf | $19,203 | – | 407 | +100.0% | 0.01% | – |
| EPD | ENTERPRISE PRODS PARTNERS L | $19,433 | +3.9% | 710 | 0.0% | 0.01% | 0.0% | |
| RPM | RPM INTL INC | $18,962 | +5.7% | 200 | 0.0% | 0.01% | +12.5% | |
| SWX | SOUTHWEST GAS HLDGS INC | $18,123 | -5.1% | 300 | 0.0% | 0.01% | -11.1% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $17,593 | +19.7% | 40 | 0.0% | 0.01% | +14.3% | |
| ED | CONSOLIDATED EDISON INC | $16,850 | -5.4% | 197 | 0.0% | 0.01% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $17,198 | -10.3% | 177 | 0.0% | 0.01% | -11.1% | |
| GPOR | GULFPORT ENERGY CORP | $17,799 | +12.9% | 150 | 0.0% | 0.01% | +14.3% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $16,867 | +3.4% | 971 | 0.0% | 0.01% | +14.3% | |
| RZV | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $16,396 | -2.6% | 180 | 0.0% | 0.01% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $18,127 | -27.5% | 350 | 0.0% | 0.01% | -27.3% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $18,502 | -0.1% | 920 | 0.0% | 0.01% | 0.0% | |
| K | New | KELLANOVA | $17,734 | – | 298 | +100.0% | 0.01% | – |
| MRVL | MARVELL TECHNOLOGY INC | $17,647 | -9.5% | 326 | 0.0% | 0.01% | -11.1% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $16,450 | -4.3% | 500 | 0.0% | 0.01% | 0.0% | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $16,385 | -4.0% | 689 | 0.0% | 0.01% | 0.0% | |
| SPMD | SPDR SER TRportfolio s&p400 | $16,860 | -4.6% | 385 | 0.0% | 0.01% | 0.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $18,148 | -2.9% | 331 | +0.3% | 0.01% | -11.1% |
| STWD | Buy | STARWOOD PPTY TR INC | $16,802 | +2.0% | 868 | +2.2% | 0.01% | 0.0% |
| TPR | TAPESTRY INC | $18,285 | -32.8% | 636 | 0.0% | 0.01% | -33.3% | |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $17,479 | +9.2% | 77 | +13.2% | 0.01% | +14.3% |
| VFMV | Buy | VANGUARD WELLINGTON FDus minimum | $16,579 | +22.4% | 172 | +26.5% | 0.01% | +33.3% |
| UBSI | UNITED BANKSHARES INC WEST V | $16,223 | -7.0% | 588 | 0.0% | 0.01% | -12.5% | |
| GPC | GENUINE PARTS CO | $16,171 | -14.7% | 112 | 0.0% | 0.01% | -22.2% | |
| LULU | LULULEMON ATHLETICA INC | $15,425 | +1.9% | 40 | 0.0% | 0.01% | 0.0% | |
| EZU | Sell | ISHARES INCmsci eurzone etf | $14,784 | -30.2% | 350 | -24.2% | 0.01% | -30.0% |
| C | Sell | CITIGROUP INC | $14,848 | -12.6% | 361 | -2.2% | 0.01% | -12.5% |
| GD | GENERAL DYNAMICS CORP | $14,805 | +2.7% | 67 | 0.0% | 0.01% | 0.0% | |
| WCC | WESCO INTL INC | $14,814 | -19.7% | 103 | 0.0% | 0.01% | -12.5% | |
| RILY | Buy | B. RILEY FINANCIAL INC | $14,502 | -9.0% | 354 | +2.3% | 0.01% | 0.0% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $16,279 | -45.3% | 514 | -44.2% | 0.01% | -50.0% |
| ADM | ARCHER DANIELS MIDLAND CO | $15,084 | -0.2% | 200 | 0.0% | 0.01% | 0.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $12,420 | -2.6% | 206 | 0.0% | 0.01% | 0.0% | |
| VICI | VICI PPTYS INC | $13,910 | -7.4% | 478 | 0.0% | 0.01% | -14.3% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $12,067 | +13.3% | 95 | +1.1% | 0.01% | +20.0% |
| PGZ | Buy | PRINCIPAL REAL ESTATE INCOME | $12,462 | -3.1% | 1,380 | +1.5% | 0.01% | 0.0% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $12,554 | +14.0% | 75 | 0.0% | 0.01% | +20.0% | |
| VVR | INVESCO SR INCOME TR | $12,152 | +1.8% | 3,100 | 0.0% | 0.01% | +20.0% | |
| MELI | MERCADOLIBRE INC | $12,679 | +7.0% | 10 | 0.0% | 0.01% | +20.0% | |
| SAND | SANDSTORM GOLD LTD | $13,048 | -9.0% | 2,800 | 0.0% | 0.01% | -14.3% | |
| RIG | New | TRANSOCEAN LTD | $12,315 | – | 1,500 | +100.0% | 0.01% | – |
| IDCC | INTERDIGITAL INC | $14,042 | -16.9% | 175 | 0.0% | 0.01% | -25.0% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $14,003 | -5.5% | 196 | 0.0% | 0.01% | -14.3% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $12,330 | -40.0% | 515 | -38.3% | 0.01% | -33.3% |
| ETR | New | ENTERGY CORP NEW | $13,783 | – | 149 | +100.0% | 0.01% | – |
| INDA | ISHARES TRmsci india etf | $13,886 | +1.2% | 314 | 0.0% | 0.01% | 0.0% | |
| SNA | SNAP ON INC | $13,264 | -11.5% | 52 | 0.0% | 0.01% | -14.3% | |
| ENB | ENBRIDGE INC | $13,182 | -9.7% | 393 | 0.0% | 0.01% | -14.3% | |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $13,015 | -5.3% | 201 | +0.5% | 0.01% | 0.0% |
| STM | Sell | STMICROELECTRONICS N Vny registry | $13,035 | -58.1% | 302 | -51.5% | 0.01% | -57.1% |
| MFC | MANULIFE FINL CORP | $12,906 | -3.3% | 706 | 0.0% | 0.01% | 0.0% | |
| NUVEEN MULTI ASSET INCOME FU | $13,311 | -4.6% | 1,197 | 0.0% | 0.01% | 0.0% | ||
| WIW | WESTERN AST INFL LKD OPP & I | $12,345 | -7.1% | 1,500 | 0.0% | 0.01% | 0.0% | |
| IXC | ISHARES TRglobal energ etf | $12,378 | +10.9% | 300 | 0.0% | 0.01% | +20.0% | |
| URTH | ISHARES INCmsci world etf | $13,940 | -3.5% | 116 | 0.0% | 0.01% | -14.3% | |
| YUM | New | YUM BRANDS INC | $11,620 | – | 93 | +100.0% | 0.01% | – |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $10,002 | -4.0% | 199 | -0.5% | 0.01% | 0.0% |
| HSIC | Sell | HENRY SCHEIN INC | $10,098 | -30.8% | 136 | -24.4% | 0.01% | -28.6% |
| VLY | VALLEY NATL BANCORP | $10,136 | +10.5% | 1,184 | 0.0% | 0.01% | +25.0% | |
| ECL | ECOLAB INC | $10,164 | -9.3% | 60 | 0.0% | 0.01% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $11,884 | -9.9% | 196 | 0.0% | 0.01% | -16.7% | |
| Buy | NU HLDGS LTD | $10,875 | +6.0% | 1,500 | +15.4% | 0.01% | 0.0% | |
| FLRN | Buy | SPDR SER TRbloomberg invt | $11,042 | +1.5% | 359 | +1.4% | 0.01% | 0.0% |
| UBS | UBS GROUP AG | $10,797 | +21.6% | 438 | 0.0% | 0.01% | +25.0% | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $11,813 | +1498.5% | 47 | +1466.7% | 0.01% | – |
| USB | Buy | US BANCORP DEL | $10,942 | +2.5% | 331 | +2.5% | 0.01% | 0.0% |
| GWRS | GLOBAL WTR RES INC | $11,700 | -23.1% | 1,200 | 0.0% | 0.01% | -28.6% | |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $11,028 | -42.2% | 162 | -31.1% | 0.01% | -44.4% | |
| XAR | SPDR SER TRaerospace def | $11,260 | -7.7% | 100 | 0.0% | 0.01% | -16.7% | |
| AMT | New | AMERICAN TOWER CORP NEW | $12,005 | – | 73 | +100.0% | 0.01% | – |
| SOFI | SOFI TECHNOLOGIES INC | $11,985 | -4.2% | 1,500 | 0.0% | 0.01% | -16.7% | |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9,495 | -2.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $9,424 | -11.0% | 400 | 0.0% | 0.00% | -20.0% | |
| SNY | Buy | SANOFIsponsored adr | $8,100 | +8.1% | 151 | +8.6% | 0.00% | +33.3% |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $9,445 | -7.4% | 650 | 0.0% | 0.00% | -20.0% | |
| COG | New | COTERRA ENERGY INC | $9,766 | – | 361 | +100.0% | 0.00% | – |
| PZT | Buy | INVESCO EXCH TRADED FD TR IIny amt fre mun | $8,330 | -5.9% | 392 | +0.8% | 0.00% | 0.0% |
| PEAK | HEALTHPEAK PROPERTIES INC | $8,593 | -8.7% | 468 | 0.0% | 0.00% | 0.0% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $9,554 | -24.7% | 353 | +0.6% | 0.00% | -33.3% |
| ANTM | Buy | ELEVANCE HEALTH INC | $8,273 | +3.4% | 19 | +5.6% | 0.00% | 0.0% |
| TFC | Sell | TRUIST FINL CORP | $8,350 | -81.0% | 292 | -79.8% | 0.00% | -80.0% |
| IYG | ISHARES TRu.s. fin svc etf | $9,279 | -2.1% | 60 | 0.0% | 0.00% | 0.0% | |
| HON | HONEYWELL INTL INC | $7,944 | -11.0% | 43 | 0.0% | 0.00% | 0.0% | |
| EPP | ISHARES INCmsci pac jp etf | $8,951 | -5.8% | 225 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $8,823 | -16.3% | 240 | 0.0% | 0.00% | -20.0% | |
| NCNA | NUCANA PLCsponsored adr | $9,150 | -22.8% | 15,000 | 0.0% | 0.00% | -20.0% | |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $9,324 | -8.6% | 615 | 0.0% | 0.00% | -20.0% | |
| IMCB | ISHARES TRmrgstr md cp etf | $8,084 | -5.6% | 135 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $8,755 | -10.1% | 50 | 0.0% | 0.00% | 0.0% | |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $8,195 | -3.7% | 225 | +200.0% | 0.00% | 0.0% |
| ASH | Buy | ASHLAND INC | $9,394 | +3.9% | 115 | +10.6% | 0.00% | 0.0% |
| BCE | BCE INC | $8,595 | -16.2% | 225 | 0.0% | 0.00% | -20.0% | |
| BTG | B2GOLD CORP | $5,780 | -19.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| GDX | New | VANECK ETF TRUSTgold miners etf | $6,755 | – | 251 | +100.0% | 0.00% | – |
| FMS | New | FRESENIUS MED CARE AG&CO KGAsponsored adr | $7,626 | – | 354 | +100.0% | 0.00% | – |
| USCI | UNITED STS COMMODITY INDEX F | $5,917 | +10.4% | 100 | 0.0% | 0.00% | +50.0% | |
| DLN | WISDOMTREE TRus largecap divd | $7,379 | -3.3% | 120 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $5,938 | -18.0% | 59 | 0.0% | 0.00% | 0.0% | |
| WTRG | ESSENTIAL UTILS INC | $6,866 | -14.0% | 200 | 0.0% | 0.00% | -25.0% | |
| DE | DEERE & CO | $5,661 | -6.9% | 15 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $6,845 | -22.2% | 185 | 0.0% | 0.00% | -25.0% | |
| DIMENSIONAL ETF TRUSTus sustainabilty | $6,493 | -3.3% | 234 | 0.0% | 0.00% | 0.0% | ||
| GIM | TEMPLETON GLOBAL INCOME FD | $6,562 | -6.8% | 1,700 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $6,020 | -7.2% | 50 | 0.0% | 0.00% | 0.0% | |
| SYLVAMO CORP | $5,932 | +8.6% | 135 | 0.0% | 0.00% | 0.0% | ||
| DLY | DOUBLELINE YIELD OPPORTUNITI | $6,703 | +1.4% | 455 | 0.0% | 0.00% | 0.0% | |
| WMB | Sell | WILLIAMS COS INC | $5,492 | -3.3% | 163 | -6.3% | 0.00% | 0.0% |
| DOW | Buy | DOW INC | $5,641 | -1.9% | 109 | +0.9% | 0.00% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $6,518 | -10.3% | 75 | +4.2% | 0.00% | 0.0% |
| KHC | Sell | KRAFT HEINZ CO | $6,968 | -17.7% | 207 | -13.4% | 0.00% | -25.0% |
| SOXX | ISHARES TRishares semicdtr | $5,882 | -6.6% | 12 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $6,050 | -21.9% | 272 | 0.0% | 0.00% | -25.0% | |
| RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $5,861 | -2.3% | 75 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $6,548 | +5.2% | 47 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $5,530 | -2.5% | 100 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS ETF TRalerian mlp | $7,217 | +7.6% | 171 | 0.0% | 0.00% | 0.0% | |
| KDP | KEURIG DR PEPPER INC | $6,820 | +1.0% | 216 | 0.0% | 0.00% | 0.0% | |
| CSML | INDEXIQ ETF TRiq u.s. small ca | $6,220 | -4.1% | 200 | 0.0% | 0.00% | 0.0% | |
| RIOT | RIOT PLATFORMS INC | $7,464 | -21.1% | 800 | 0.0% | 0.00% | -25.0% | |
| RBLX | ROBLOX CORPcl a | $5,792 | -28.1% | 200 | 0.0% | 0.00% | -25.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,267 | +8.1% | 35 | 0.0% | 0.00% | 0.0% | |
| ZOM | ZOMEDICA CORP | $7,152 | -16.4% | 42,800 | 0.0% | 0.00% | -25.0% | |
| ITW | ILLINOIS TOOL WKS INC | $5,758 | -7.9% | 25 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INCcl a | $6,430 | +3.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LCII | LCI INDS | $5,989 | -7.1% | 51 | 0.0% | 0.00% | 0.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $6,039 | -8.7% | 109 | -18.0% | 0.00% | 0.0% |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $5,601 | -4.7% | 225 | 0.0% | 0.00% | 0.0% | |
| IBND | SPDR SER TRbloomberg intl | $7,461 | -4.4% | 275 | 0.0% | 0.00% | -25.0% | |
| LDOS | Buy | LEIDOS HOLDINGS INC | $6,175 | +7.4% | 67 | +3.1% | 0.00% | 0.0% |
| NET | CLOUDFLARE INC | $6,304 | -3.6% | 100 | 0.0% | 0.00% | 0.0% | |
| GOVT | Buy | ISHARES TRus treas bd etf | $7,450 | +14.1% | 338 | +18.6% | 0.00% | 0.0% |
| LIT | GLOBAL X FDSlithium btry etf | $5,517 | -15.1% | 100 | 0.0% | 0.00% | 0.0% | |
| SMH | VANECK ETF TRUSTsemiconductr etf | $7,293 | -4.8% | 50 | 0.0% | 0.00% | -25.0% | |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $5,109 | -49.0% | 310 | -32.6% | 0.00% | -60.0% |
| FDEM | FIDELITY COVINGTON TRUSTemerg mkts mltft | $4,900 | +0.2% | 220 | 0.0% | 0.00% | 0.0% | |
| MRNA | MODERNA INC | $5,165 | -15.0% | 50 | 0.0% | 0.00% | -33.3% | |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $5,062 | -2.9% | 380 | 0.0% | 0.00% | 0.0% | |
| CHX | CHAMPIONX CORPORATION | $3,776 | +14.7% | 106 | 0.0% | 0.00% | 0.0% | |
| EWQ | ISHARES INCmsci france etf | $3,559 | -7.6% | 100 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $4,224 | -16.6% | 66 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $3,890 | -19.3% | 15 | 0.0% | 0.00% | 0.0% | |
| CIEN | CIENA CORP | $4,018 | +11.2% | 85 | 0.0% | 0.00% | 0.0% | |
| COPX | Buy | GLOBAL X FDSglobal x copper | $3,690 | -2.0% | 101 | +1.0% | 0.00% | 0.0% |
| NVS | NOVARTIS AGsponsored adr | $5,195 | +0.9% | 51 | 0.0% | 0.00% | 0.0% | |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $4,353 | +22.6% | 1,192 | +0.3% | 0.00% | 0.0% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $4,382 | -9.4% | 55 | +1.9% | 0.00% | 0.0% |
| TLRY | Buy | TILRAY BRANDS INC | $4,780 | +104.3% | 2,000 | +33.3% | 0.00% | +100.0% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $3,704 | -27.3% | 33 | -5.7% | 0.00% | 0.0% |
| DIGITAL WORLD ACQUISITION CO | $3,284 | +30.7% | 200 | 0.0% | 0.00% | +100.0% | ||
| AMBA | AMBARELLA INC | $5,303 | -36.6% | 100 | 0.0% | 0.00% | -50.0% | |
| AGNC | Buy | AGNC INVT CORP | $5,078 | +56.0% | 538 | +67.6% | 0.00% | +100.0% |
| TCX | TUCOWS INC | $4,082 | -26.4% | 200 | 0.0% | 0.00% | -33.3% | |
| NIO | NIO INCspon ads | $4,520 | -6.7% | 500 | 0.0% | 0.00% | 0.0% | |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $5,277 | -1.2% | 175 | +400.0% | 0.00% | 0.0% |
| PCEF | INVESCO EXCH TRADED FD TR II | $3,762 | -5.4% | 220 | 0.0% | 0.00% | 0.0% | |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $4,021 | -90.2% | 128 | -89.6% | 0.00% | -89.5% |
| OHI | New | OMEGA HEALTHCARE INVS INC | $3,316 | – | 100 | +100.0% | 0.00% | – |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $3,479 | -4.7% | 90 | 0.0% | 0.00% | 0.0% | |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $4,129 | – | 167 | +100.0% | 0.00% | – |
| QQQM | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $4,423 | -3.0% | 30 | 0.0% | 0.00% | 0.0% | |
| UGI | UGI CORP NEW | $4,922 | -14.7% | 214 | 0.0% | 0.00% | -33.3% | |
| AIQ | New | GLOBAL X FDSartificial etf | $4,914 | – | 183 | +100.0% | 0.00% | – |
| JQC | NUVEEN CR STRATEGIES INCOME | $4,797 | +0.2% | 948 | 0.0% | 0.00% | 0.0% | |
| CME | Sell | CME GROUP INC | $5,406 | +4.2% | 27 | -3.6% | 0.00% | 0.0% |
| SLVP | New | ISHARES INCmsci glb slv&mtl | $4,774 | – | 557 | +100.0% | 0.00% | – |
| UBER | UBER TECHNOLOGIES INC | $4,599 | +6.5% | 100 | 0.0% | 0.00% | 0.0% | |
| DEA | Buy | EASTERLY GOVT PPTYS INC | $2,376 | -19.6% | 208 | +2.0% | 0.00% | 0.0% |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $2,588 | -15.9% | 31 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $1,609 | -16.7% | 8 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $2,517 | +11.3% | 40 | 0.0% | 0.00% | 0.0% | |
| MU | Buy | MICRON TECHNOLOGY INC | $1,157 | +22.2% | 17 | +13.3% | 0.00% | – |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $2,853 | +15.2% | 336 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $2,966 | -7.8% | 56 | 0.0% | 0.00% | 0.0% | |
| MCO | MOODYS CORP | $1,265 | -9.1% | 4 | 0.0% | 0.00% | 0.0% | |
| Buy | NATWEST GROUP PLCspons adr | $1,242 | +16.0% | 213 | +21.7% | 0.00% | – | |
| NEO | NEOGENOMICS INC | $3,174 | -23.5% | 258 | 0.0% | 0.00% | -50.0% | |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $2,678 | -3.2% | 50 | 0.0% | 0.00% | 0.0% | |
| STLG | ISHARES TRfactors us gro | $2,465 | -2.9% | 69 | 0.0% | 0.00% | 0.0% | |
| IVLU | New | ISHARES TRmsci intl vlu ft | $1,395 | – | 55 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $1,321 | – | 3 | +100.0% | 0.00% | – |
| ACWI | ISHARES TRmsci acwi etf | $1,848 | -3.7% | 20 | 0.0% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $1,818 | -4.9% | 2 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $1,168 | +10.3% | 18 | 0.0% | 0.00% | – | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,638 | +10.8% | 4 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON & CO | $2,153 | -16.6% | 124 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $2,188 | -9.7% | 28 | 0.0% | 0.00% | 0.0% | |
| PFGC | PERFORMANCE FOOD GROUP CO | $1,707 | -2.3% | 29 | 0.0% | 0.00% | 0.0% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $1,462 | -28.8% | 5 | -16.7% | 0.00% | 0.0% |
| INTU | Sell | INTUIT | $2,045 | -25.6% | 4 | -33.3% | 0.00% | 0.0% |
| PSR | INVESCO ACTIVELY MANAGED ETFactive us real | $2,529 | -8.9% | 32 | 0.0% | 0.00% | 0.0% | |
| IPG | INTERPUBLIC GROUP COS INC | $2,265 | -25.7% | 79 | 0.0% | 0.00% | 0.0% | |
| RDVT | RED VIOLET INC | $2,662 | -2.7% | 133 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $1,715 | -7.1% | 12 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $1,858 | -3.5% | 108 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $1,454 | +0.8% | 3 | 0.0% | 0.00% | 0.0% | |
| ROST | Buy | ROSS STORES INC | $1,469 | +9.1% | 13 | +8.3% | 0.00% | 0.0% |
| HLI | Buy | HOULIHAN LOKEY INCcl a | $1,286 | +335.9% | 12 | +300.0% | 0.00% | – |
| HST | HOST HOTELS & RESORTS INC | $2,604 | -4.5% | 162 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $1,146 | -7.1% | 30 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $1,206 | -1.6% | 17 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $1,653 | -6.1% | 50 | 0.0% | 0.00% | 0.0% | |
| HPS | HANCOCK JOHN PFD INCOME FD I | $2,000 | -4.9% | 150 | 0.0% | 0.00% | 0.0% | |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $2,223 | -56.3% | 85 | -50.0% | 0.00% | -50.0% |
| SPTI | SPDR SER TRportfli intrmdit | $2,753 | -2.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $1,209 | -13.3% | 23 | 0.0% | 0.00% | 0.0% | |
| HDB | HDFC BANK LTDsponsored ads | $2,597 | -15.3% | 44 | 0.0% | 0.00% | 0.0% | |
| GSK PLCsponsored adr | $1,160 | +1.7% | 32 | 0.0% | 0.00% | 0.0% | ||
| GOOD | Buy | GLADSTONE COMMERCIAL CORP | $1,609 | +0.6% | 132 | +2.3% | 0.00% | 0.0% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $2,052 | +366.4% | 9 | +350.0% | 0.00% | – |
| FCEL | FUELCELL ENERGY INC | $1,280 | -40.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $1,382 | +7.6% | 1 | 0.0% | 0.00% | 0.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $2,768 | +14.8% | 67 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $1,216 | +1.0% | 22 | 0.0% | 0.00% | 0.0% | |
| FSMD | FIDELITY COVINGTON TRUSTsml mid mltfct | $1,775 | -3.5% | 55 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $1,677 | -0.5% | 3 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $1,531 | -4.0% | 6 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $3,084 | -0.2% | 682 | 0.0% | 0.00% | 0.0% | |
| SONO | SONOS INC | $2,582 | -20.9% | 200 | 0.0% | 0.00% | 0.0% | |
| SQ | BLOCK INCcl a | $1,328 | -33.5% | 30 | 0.0% | 0.00% | 0.0% | |
| HNDL | STRATEGY SHSns 7handl idx | $2,867 | -6.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $3,057 | -9.9% | 100 | 0.0% | 0.00% | -50.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $1,642 | -11.1% | 4 | 0.0% | 0.00% | 0.0% | |
| E | ENI S P Asponsored adr | $1,852 | +10.9% | 58 | 0.0% | 0.00% | 0.0% | |
| TELESAT CORP | $1,430 | +51.8% | 100 | 0.0% | 0.00% | – | ||
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,694 | -80.7% | 166 | -85.8% | 0.00% | -75.0% |
| DIMENSIONAL ETF TRUSTinternational | $2,871 | -5.7% | 100 | 0.0% | 0.00% | 0.0% | ||
| TMO | THERMO FISHER SCIENTIFIC INC | $1,519 | -3.0% | 3 | 0.0% | 0.00% | 0.0% | |
| DIMENSIONAL ETF TRUSTemerging markets | $2,939 | -3.4% | 100 | 0.0% | 0.00% | 0.0% | ||
| TD | TORONTO DOMINION BK ONT | $3,013 | -2.8% | 50 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $1,842 | +14.1% | 28 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $3,242 | -4.9% | 508 | 0.0% | 0.00% | -50.0% | |
| UL | UNILEVER PLCspon adr new | $1,482 | -5.2% | 30 | 0.0% | 0.00% | 0.0% | |
| COTY | COTY INC | $1,339 | -10.7% | 122 | 0.0% | 0.00% | 0.0% | |
| COIN | Sell | COINBASE GLOBAL INC | $2,628 | -47.4% | 35 | -50.0% | 0.00% | -50.0% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,897 | +3.8% | 28 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $2,283 | -7.9% | 85 | 0.0% | 0.00% | 0.0% | |
| CASY | CASEYS GEN STORES INC | $1,358 | +11.3% | 5 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $1,510 | -27.1% | 110 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $2,103 | -3.1% | 54 | 0.0% | 0.00% | 0.0% | |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,532 | – | 29 | +100.0% | 0.00% | – |
| New | BLACKSKY TECHNOLOGY INC | $1,690 | – | 1,444 | +100.0% | 0.00% | – | |
| New | BGC GROUP INCcl a | $1,215 | – | 230 | +100.0% | 0.00% | – | |
| AZO | AUTOZONE INC | $2,540 | +1.8% | 1 | 0.0% | 0.00% | 0.0% | |
| ACB | AURORA CANNABIS INC | $3,218 | +9.4% | 5,500 | 0.0% | 0.00% | 0.0% | |
| ANET | New | ARISTA NETWORKS INC | $1,840 | – | 10 | +100.0% | 0.00% | – |
| ANNALY CAPITAL MANAGEMENT IN | $1,505 | -6.0% | 80 | 0.0% | 0.00% | 0.0% | ||
| VET | VERMILION ENERGY INC | $1,960 | +17.4% | 134 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $1,515 | +5.3% | 25 | 0.0% | 0.00% | 0.0% | |
| WARNER BROS DISCOVERY INC | $2,954 | -13.4% | 272 | 0.0% | 0.00% | -50.0% | ||
| ABNB | AIRBNB INC | $2,059 | +7.1% | 15 | 0.0% | 0.00% | 0.0% | |
| AEG | AEGON N V | $1,392 | -5.4% | 290 | 0.0% | 0.00% | 0.0% | |
| WSC | WILLSCOT MOBIL MINI HLDNG CO | $1,664 | -13.0% | 40 | 0.0% | 0.00% | 0.0% | |
| YOLO | Buy | ADVISORSHARES TRpure cannabis | $2,661 | +33.2% | 778 | +0.1% | 0.00% | 0.0% |
| ZTS | ZOETIS INCcl a | $1,914 | +1.0% | 11 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $2,588 | +3.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ACGL | ARCH CAP GROUP LTDord | $1,276 | +6.5% | 16 | 0.0% | 0.00% | 0.0% | |
| SGOL | ABRDN GOLD ETF TRUST | $2,654 | -3.7% | 150 | 0.0% | 0.00% | 0.0% | |
| ATS CORPORATION | $1,109 | -7.5% | 26 | 0.0% | 0.00% | 0.0% | ||
| LINDE PLC | $2,607 | -2.3% | 7 | 0.0% | 0.00% | 0.0% | ||
| APTV | APTIV PLC | $1,184 | -3.4% | 12 | 0.0% | 0.00% | 0.0% | |
| NVCR | NOVOCURE LTD | $3,230 | -61.1% | 200 | 0.0% | 0.00% | -75.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $1,999 | -2.3% | 10 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $1,244 | -37.1% | 876 | 0.0% | 0.00% | 0.0% | |
| FOXA | Sell | FOX CORP | $531 | -32.1% | 17 | -26.1% | 0.00% | – |
| EQT | Sell | EQT CORP | $812 | -46.6% | 20 | -45.9% | 0.00% | -100.0% |
| TDY | TELEDYNE TECHNOLOGIES INC | $818 | -0.6% | 2 | 0.0% | 0.00% | – | |
| EMN | EASTMAN CHEM CO | $538 | -8.3% | 7 | 0.0% | 0.00% | – | |
| SU | New | SUNCOR ENERGY INC NEW | $551 | – | 16 | +100.0% | 0.00% | – |
| TS | New | TENARIS S Asponsored ads | $632 | – | 20 | +100.0% | 0.00% | – |
| DOCU | DOCUSIGN INC | $294 | -17.9% | 7 | 0.0% | 0.00% | – | |
| SUI | SUN CMNTYS INC | $237 | -9.2% | 2 | 0.0% | 0.00% | – | |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -67 | -100.0% | 0.00% | – |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $503 | +14.6% | 51 | 0.0% | 0.00% | – | |
| TM | New | TOYOTA MOTOR CORPads | $540 | – | 3 | +100.0% | 0.00% | – |
| EMBECTA CORP | $151 | -30.1% | 10 | 0.0% | 0.00% | – | ||
| ASPEN TECHNOLOGY INC | $614 | +22.1% | 3 | 0.0% | 0.00% | – | ||
| EDR | ENDEAVOR GROUP HLDGS INC | $896 | -16.8% | 45 | 0.0% | 0.00% | – | |
| ENPH | New | ENPHASE ENERGY INC | $241 | – | 2 | +100.0% | 0.00% | – |
| HAUZ | DBX ETF TRxtrack intl real | $605 | -3.0% | 31 | 0.0% | 0.00% | – | |
| SCI | SERVICE CORP INTL | $515 | -11.5% | 9 | 0.0% | 0.00% | – | |
| SXT | SENSIENT TECHNOLOGIES CORP | $527 | -17.8% | 9 | 0.0% | 0.00% | – | |
| SRE | Buy | SEMPRA | $273 | -6.5% | 4 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $443 | – | 5 | +100.0% | 0.00% | – |
| UAA | UNDER ARMOUR INCcl a | $918 | -5.2% | 134 | 0.0% | 0.00% | – | |
| EVBG | Sell | EVERBRIDGE INC | $270 | -37.4% | 12 | -25.0% | 0.00% | – |
| EXPE | EXPEDIA GROUP INC | $825 | -5.8% | 8 | 0.0% | 0.00% | – | |
| DOCS | Exit | DOXIMITY INCcl a | $0 | – | -22 | -100.0% | 0.00% | – |
| FITB | FIFTH THIRD BANCORP | $254 | -3.1% | 10 | 0.0% | 0.00% | – | |
| CSGP | COSTAR GROUP INC | $769 | -13.7% | 10 | 0.0% | 0.00% | – | |
| UPST | UPSTART HLDGS INC | $115 | -20.1% | 4 | 0.0% | 0.00% | – | |
| UTZ | New | UTZ BRANDS INC | $269 | – | 20 | +100.0% | 0.00% | – |
| FIVE | FIVE BELOW INC | $483 | -18.1% | 3 | 0.0% | 0.00% | – | |
| GM | Sell | GENERAL MTRS CO | $594 | -35.9% | 18 | -25.0% | 0.00% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -3 | -100.0% | 0.00% | – |
| HALEON PLCspon ads | $342 | -0.6% | 41 | 0.0% | 0.00% | – | ||
| CLH | CLEAN HARBORS INC | $1,005 | +1.8% | 6 | 0.0% | 0.00% | – | |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -3 | -100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $349 | – | 13 | +100.0% | 0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -100 | -100.0% | 0.00% | – |
| CNK | CINEMARK HLDGS INC | $37 | +12.1% | 2 | 0.0% | 0.00% | – | |
| HAS | HASBRO INC | $927 | +2.2% | 14 | 0.0% | 0.00% | – | |
| MRVI | Exit | MARAVAI LIFESCIENCES HLDGS I | $0 | – | -22 | -100.0% | 0.00% | – |
| SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -5 | -100.0% | 0.00% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -4 | -100.0% | 0.00% | – |
| CAH | CARDINAL HEALTH INC | $956 | -8.2% | 11 | 0.0% | 0.00% | – | |
| HUM | HUMANA INC | $487 | +8.7% | 1 | 0.0% | 0.00% | – | |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $973 | -68.6% | 10 | -64.3% | 0.00% | -100.0% |
| CDW | CDW CORP | $808 | +10.1% | 4 | 0.0% | 0.00% | – | |
| CAE | Buy | CAE INC | $841 | +44.5% | 36 | +38.5% | 0.00% | – |
| IDXX | IDEXX LABS INC | $438 | -12.9% | 1 | 0.0% | 0.00% | – | |
| RCI | ROGERS COMMUNICATIONS INCcl b | $423 | -15.9% | 11 | 0.0% | 0.00% | – | |
| RIO | RIO TINTO PLCsponsored adr | $446 | -0.2% | 7 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $245 | +3.4% | 5 | 0.0% | 0.00% | – | |
| OWL | Buy | BLUE OWL CAPITAL INC | $636 | +127.1% | 49 | +104.2% | 0.00% | – |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $854 | +20.8% | 54 | +35.0% | 0.00% | – |
| KRMD | KORU MEDICAL SYSTEMS INC | $135 | -22.0% | 50 | 0.0% | 0.00% | – | |
| TECH | BIO-TECHNE CORP | $681 | -16.6% | 10 | 0.0% | 0.00% | – | |
| BSY | Sell | BENTLEY SYS INC | $753 | -27.0% | 15 | -21.1% | 0.00% | – |
| BAX | BAXTER INTL INC | $529 | -17.1% | 14 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP | $73 | -14.1% | 5 | 0.0% | 0.00% | – | |
| BCS | Buy | BARCLAYS PLCadr | $483 | +126.8% | 62 | +129.6% | 0.00% | – |
| INSG | INSEEGO CORP | $204 | -34.6% | 484 | 0.0% | 0.00% | – | |
| BKR | New | BAKER HUGHES COMPANYcl a | $460 | – | 13 | +100.0% | 0.00% | – |
| IHG | New | INTERCONTINENTAL HOTELS GROUsponsored ads | $1,047 | – | 14 | +100.0% | 0.00% | – |
| RJF | Sell | RAYMOND JAMES FINL INC | $904 | -12.9% | 9 | -10.0% | 0.00% | – |
| AVTR | AVANTOR INC | $928 | +2.7% | 44 | 0.0% | 0.00% | – | |
| SPLK | Exit | SPLUNK INC | $0 | – | -7 | -100.0% | 0.00% | – |
| ATKR | Buy | ATKORE INC | $896 | +91.5% | 6 | +100.0% | 0.00% | – |
| RL | RALPH LAUREN CORPcl a | $349 | -5.7% | 3 | 0.0% | 0.00% | – | |
| ASXC | ASENSUS SURGICAL INC | $810 | -46.5% | 3,000 | 0.0% | 0.00% | -100.0% | |
| ARGX | New | ARGENX SEsponsored adr | $492 | – | 1 | +100.0% | 0.00% | – |
| ICE | INTERCONTINENTAL EXCHANGE IN | $551 | -2.7% | 5 | 0.0% | 0.00% | – | |
| AQB | AQUABOUNTY TECHNOLOGIES INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| Sell | APOLLO GLOBAL MGMT INC | $360 | -53.2% | 4 | -60.0% | 0.00% | – | |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $456 | -33.8% | 8 | -27.3% | 0.00% | – |
| HES | Exit | HESS CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| PUK | PRUDENTIAL PLCadr | $395 | -22.5% | 18 | 0.0% | 0.00% | – | |
| PICB | INVESCO EXCH TRADED FD TR IIintl corp bd | $749 | -3.9% | 36 | 0.0% | 0.00% | – | |
| ABC | Sell | CENCORA INC | $360 | -37.7% | 2 | -33.3% | 0.00% | – |
| TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -3 | -100.0% | 0.00% | – |
| VRT | Sell | VERTIV HOLDINGS CO | $1,042 | -14.2% | 28 | -42.9% | 0.00% | -100.0% |
| VIAV | Sell | VIAVI SOLUTIONS INC | $64 | -43.9% | 7 | -30.0% | 0.00% | – |
| COLD | AMERICOLD REALTY TRUST INC | $700 | -5.8% | 23 | 0.0% | 0.00% | – | |
| PINS | Buy | PINTEREST INCcl a | $649 | +196.3% | 24 | +200.0% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $450 | -53.6% | 250 | 0.0% | 0.00% | – | |
| NVTA | INVITAE CORP | $243 | -46.2% | 400 | 0.0% | 0.00% | – | |
| AEE | Buy | AMEREN CORP | $674 | +722.0% | 9 | +800.0% | 0.00% | – |
| WAB | WABTEC | $744 | -3.1% | 7 | 0.0% | 0.00% | – | |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $801 | +252.9% | 8 | +300.0% | 0.00% | – |
| WOOF | PETCO HEALTH & WELLNESS CO I | $818 | -54.0% | 200 | 0.0% | 0.00% | -100.0% | |
| PPG | Sell | PPG INDS INC | $390 | -56.2% | 3 | -50.0% | 0.00% | – |
| PCG | PG&E CORP | $371 | -6.8% | 23 | 0.0% | 0.00% | – | |
| WMS | ADVANCED DRAIN SYS INC DEL | $570 | +0.2% | 5 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $428 | -21.2% | 82 | 0.0% | 0.00% | – | ||
| BKI | Exit | BLACK KNIGHT INC | $0 | – | -16 | -100.0% | 0.00% | – |
| DHS | Sell | WISDOMTREE TRus high dividend | $201 | -99.6% | 3 | -99.5% | 0.00% | -100.0% |
| OPI | OFFICE PPTYS INCOME TR | $1,017 | -46.8% | 248 | 0.0% | 0.00% | -100.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $469 | +11.1% | 5 | 0.0% | 0.00% | – | |
| WOPEY | Sell | WOODSIDE ENERGY GROUP LTDsponsored adr | $559 | -88.6% | 24 | -88.6% | 0.00% | -100.0% |
| WK | Sell | WORKIVA INC | $913 | -10.2% | 9 | -10.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $390 | +16.1% | 9 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $19 | -17.4% | 2 | 0.0% | 0.00% | – | ||
| MTUM | New | ISHARES TRmsci usa mmentm | $280 | – | 2 | +100.0% | 0.00% | – |
| LEA | LEAR CORP | $537 | -6.6% | 4 | 0.0% | 0.00% | – | |
| NWL | NEWELL BRANDS INC | $272 | +4.2% | 30 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $927 | -21.0% | 7 | 0.0% | 0.00% | -100.0% | |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $499 | -50.2% | 6 | -45.5% | 0.00% | – |
| LITE | LUMENTUM HLDGS INC | $46 | -19.3% | 1 | 0.0% | 0.00% | – | |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $683 | – | 150 | +100.0% | 0.00% | – |
| RE | New | EVEREST GROUP LTD | $372 | – | 1 | +100.0% | 0.00% | – |
| APG | Sell | API GROUP CORP | $1,090 | -18.4% | 42 | -14.3% | 0.00% | -100.0% |
| LX | LEXINFINTECH HLDGS LTDadr | $663 | -3.5% | 300 | 0.0% | 0.00% | – | |
| PHG | KONINKLIJKE PHILIPS N V | $997 | -8.1% | 50 | 0.0% | 0.00% | – | |
| DOOR | MASONITE INTL CORP | $746 | -9.0% | 8 | 0.0% | 0.00% | – | |
| New | NOBLE CORP PLC | $456 | – | 9 | +100.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $971 | +6.9% | 36 | 0.0% | 0.00% | – | |
| LUCID GROUP INC | $559 | -18.9% | 100 | 0.0% | 0.00% | – | ||
| KYNDRYL HLDGS INC | $514 | +13.7% | 34 | 0.0% | 0.00% | – | ||
| STE | Buy | STERIS PLC | $659 | +46.4% | 3 | +50.0% | 0.00% | – |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $627 | -11.3% | 3 | 0.0% | 0.00% | – | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $175 | -85.1% | 1 | -83.3% | 0.00% | -100.0% |
| MED | MEDIFAST INC | $524 | -18.9% | 7 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD | $661 | -6.0% | 27 | 0.0% | 0.00% | – | |
| QGEN | QIAGEN NV | $608 | -10.1% | 15 | 0.0% | 0.00% | – | |
| SKT | Exit | TANGER FACTORY OUTLET CTRS I | $0 | – | -5 | -100.0% | 0.00% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -25 | -100.0% | -0.00% | – |
| Exit | BROOKFIELD ASSET MANAGMT LTD | $0 | – | -125 | -100.0% | -0.00% | – | |
| GGG | Exit | GRACO INC | $0 | – | -60 | -100.0% | -0.00% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -130 | -100.0% | -0.00% | – |
| SSRM | Exit | SSR MINING IN | $0 | – | -500 | -100.0% | -0.00% | – |
| BTEC | Exit | PRINCIPAL EXCHANGE TRADED FDprin hlthcre inv | $0 | – | -193 | -100.0% | -0.00% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -135 | -100.0% | -0.00% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -177 | -100.0% | -0.00% | – |
| HHC | Exit | HOWARD HUGHES CORP | $0 | – | -109 | -100.0% | -0.00% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -210 | -100.0% | -0.00% | – |
| PRTS | Exit | CARPARTS COM INC | $0 | – | -2,000 | -100.0% | -0.00% | – |
| FNV | Exit | FRANCO NEV CORP | $0 | – | -70 | -100.0% | -0.01% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -124 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -135 | -100.0% | -0.01% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -107 | -100.0% | -0.01% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -267 | -100.0% | -0.01% | – |
| Exit | BROOKFIELD CORPcl a ltd vt sh | $0 | – | -500 | -100.0% | -0.01% | – | |
| SOR | Exit | SOURCE CAP INC | $0 | – | -486 | -100.0% | -0.01% | – |
| FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -2,068 | -100.0% | -0.01% | – |
| TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -294 | -100.0% | -0.01% | – |
| TFI | Exit | SPDR SER TRnuveen blmbrg mu | $0 | – | -505 | -100.0% | -0.01% | – |
| UBA | Exit | URSTADT BIDDLE PPTYS INCcl a | $0 | – | -1,250 | -100.0% | -0.01% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -797 | -100.0% | -0.02% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -584 | -100.0% | -0.02% | – |
| TPL | Exit | TEXAS PACIFIC LAND CORPORATI | $0 | – | -38 | -100.0% | -0.02% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -884 | -100.0% | -0.04% | – |
| Exit | PROCEPT BIOROBOTICS CORP | $0 | – | -3,300 | -100.0% | -0.05% | – | |
| EOG | Exit | EOG RES INC | $0 | – | -1,042 | -100.0% | -0.06% | – |
| URA | Exit | GLOBAL X FDSglobal x uranium | $0 | – | -10,275 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCH TRADED FD III | 3 | Q3 2023 | 2.9% |
| DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 3.0% |
| DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 1.7% |
| APPLE INC | 3 | Q3 2023 | 1.8% |
| INVESCO EXCH TRD SLF IDX FD | 3 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 1.5% |
| ISHARES TR | 3 | Q3 2023 | 1.5% |
| ISHARES TR | 3 | Q3 2023 | 1.5% |
View Glass Jacobson Investment Advisors llc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-02-06 |
View Glass Jacobson Investment Advisors llc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.