$249 Million is the total value of Buck Wealth Strategies, LLC's 371 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 58.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore sp500 etf | $11,026,255 | – | 25,676 | +100.0% | 4.43% | – |
| AAPL | Sell | APPLE INC | $8,275,461 | -13.8% | 48,335 | -2.3% | 3.33% | -20.1% |
| AMZN | Sell | AMAZON COM INC | $7,018,931 | -12.4% | 55,215 | -10.2% | 2.82% | -18.8% |
| STIP | New | ISHARES TR0 5 yr tips etf | $6,880,080 | – | 70,987 | +100.0% | 2.77% | – |
| AGG | New | ISHARES TRcore us aggbd et | $6,650,417 | – | 70,719 | +100.0% | 2.67% | – |
| CSCO | Buy | CISCO SYS INC | $6,169,507 | +9.7% | 114,760 | +5.6% | 2.48% | +1.7% |
| AMGN | Sell | AMGEN INC | $6,160,431 | +20.3% | 22,922 | -0.7% | 2.48% | +11.5% |
| JPM | Buy | JPMORGAN CHASE CO | $6,102,648 | -0.0% | 42,081 | +0.3% | 2.45% | -7.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $6,099,254 | +6.1% | 46,609 | -2.9% | 2.45% | -1.6% |
| WM | Buy | WASTE MGMT INC DEL | $5,975,506 | -3.5% | 39,199 | +9.8% | 2.40% | -10.5% |
| WSO | Buy | WATSCO INC | $5,969,979 | +0.1% | 15,805 | +1.1% | 2.40% | -7.2% |
| SGOV | Sell | ISHARES TR0 3 mnth treasry | $5,899,945 | -89.3% | 58,607 | -89.9% | 2.37% | -90.1% |
| WMT | Sell | WALMART INC | $5,881,896 | -0.8% | 36,778 | -2.5% | 2.36% | -8.0% |
| MRK | Buy | MERCK CO INC | $5,809,108 | -1.5% | 56,426 | +10.5% | 2.34% | -8.6% |
| MSFT | Buy | MICROSOFT CORP | $5,788,098 | -5.4% | 18,331 | +2.0% | 2.33% | -12.4% |
| XOM | Buy | EXXON MOBIL CORP | $5,768,952 | +11.4% | 49,064 | +1.7% | 2.32% | +3.3% |
| IJR | New | ISHARES TRcore sp scp etf | $5,736,520 | – | 60,813 | +100.0% | 2.31% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $5,691,040 | -4.4% | 39,017 | -0.5% | 2.29% | -11.4% |
| ABBV | Buy | ABBVIE INC | $5,650,425 | +11.5% | 37,907 | +0.8% | 2.27% | +3.4% |
| PFE | Buy | PFIZER INC | $5,600,262 | +14.8% | 168,835 | +26.9% | 2.25% | +6.4% |
| KO | Buy | COCA COLA CO | $5,558,730 | +3.4% | 99,299 | +11.2% | 2.24% | -4.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,523,805 | +1.4% | 170,435 | +16.3% | 2.22% | -6.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $5,451,826 | -4.0% | 26,180 | -0.7% | 2.19% | -11.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $5,448,324 | -12.2% | 69,806 | +0.8% | 2.19% | -18.6% |
| CVS | Buy | CVS HEALTH CORP | $5,428,373 | +6.8% | 77,748 | +5.7% | 2.18% | -1.0% |
| V | Buy | VISA INC | $5,407,130 | -0.9% | 23,508 | +2.3% | 2.17% | -8.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,406,994 | +9.1% | 10,724 | +4.0% | 2.17% | +1.1% |
| SPSB | Buy | SPDR SER TRportfolio short | $5,251,479 | +1.7% | 179,109 | +2.3% | 2.11% | -5.7% |
| TIP | New | ISHARES TRtips bd etf | $5,214,445 | – | 50,274 | +100.0% | 2.10% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $5,033,843 | -9.1% | 12,309 | +2.3% | 2.02% | -15.8% |
| DOX | Buy | AMDOCS LTD | $5,025,126 | -13.1% | 59,476 | +1.6% | 2.02% | -19.4% |
| INTU | Buy | INTUIT | $4,782,508 | +25893.3% | 9,360 | +23300.0% | 1.92% | +23937.5% |
| DGRO | New | ISHARES TRcore div grwth | $4,749,046 | – | 95,882 | +100.0% | 1.91% | – |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $4,553,572 | +1.3% | 81,183 | +6.5% | 1.83% | -6.1% |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $4,486,190 | – | 96,727 | +100.0% | 1.80% | – |
| IVW | New | ISHARES TRsp 500 grwt etf | $4,301,892 | – | 62,875 | +100.0% | 1.73% | – |
| GLD | Buy | SPDR GOLD TR | $4,133,488 | +1.3% | 24,109 | +5.4% | 1.66% | -6.0% |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $3,920,096 | – | 81,720 | +100.0% | 1.58% | – |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $3,805,173 | +3750.6% | 76,888 | +3744.4% | 1.53% | +3458.1% |
| TLT | New | ISHARES TR20 yr tr bd etf | $3,332,110 | – | 37,570 | +100.0% | 1.34% | – |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,192,224 | -13.2% | 63,615 | -13.1% | 1.28% | -19.5% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,100,561 | +2.7% | 48,046 | +8.4% | 0.84% | -4.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,002,374 | +2.1% | 51,068 | +7.6% | 0.80% | -5.4% |
| PKG | Buy | PACKAGING CORP AMER | $615,320 | +888.5% | 4,007 | +750.7% | 0.25% | +814.8% |
| PRU | Buy | PRUDENTIAL FINL INC | $613,332 | +856.3% | 6,464 | +789.1% | 0.25% | +782.1% |
| TSLA | Sell | TESLA INC | $608,566 | -16.3% | 2,432 | -12.5% | 0.24% | -22.5% |
| CAT | Buy | CATERPILLAR INC | $583,512 | +815.6% | 2,137 | +725.1% | 0.24% | +739.3% |
| ETN | Buy | EATON CORP PLC | $572,579 | +795.4% | 2,685 | +744.3% | 0.23% | +721.4% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $570,546 | +803.1% | 6,025 | +775.7% | 0.23% | +748.1% |
| PAYX | Buy | PAYCHEX INC | $562,604 | +750.9% | 4,878 | +725.4% | 0.23% | +679.3% |
| ED | Buy | CONSOLIDATED EDISON INC | $541,924 | +792.1% | 6,336 | +842.9% | 0.22% | +738.5% |
| SO | Buy | SOUTHERN CO | $535,987 | +772.0% | 8,282 | +846.5% | 0.22% | +700.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $537,335 | +775.9% | 11,091 | +848.8% | 0.22% | +700.0% |
| MMM | Buy | 3M CO | $531,606 | +738.5% | 5,678 | +797.0% | 0.21% | +692.6% |
| MCD | Buy | MCDONALDS CORP | $526,411 | +694.6% | 1,998 | +800.0% | 0.21% | +631.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $514,908 | +706.9% | 3,303 | +827.8% | 0.21% | +639.3% |
| CALM | Buy | CAL MAINE FOODS INC | $481,299 | +896.8% | 9,940 | +826.4% | 0.19% | +823.8% |
| USB | Buy | US BANCORP DEL | $420,194 | +745.6% | 12,710 | +745.1% | 0.17% | +668.2% |
| CVX | Buy | CHEVRON CORP NEW | $358,485 | +9.2% | 2,126 | +1.9% | 0.14% | +1.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $220,225 | +45.7% | 390 | +38.8% | 0.09% | +34.8% |
| EXEL | EXELIXIS INC | $218,500 | +14.3% | 10,000 | 0.0% | 0.09% | +6.0% | |
| BOH | Buy | BANK HAWAII CORP | $215,450 | +21.3% | 4,336 | +0.6% | 0.09% | +13.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $213,372 | -10.9% | 730 | +4.3% | 0.09% | -17.3% |
| LULU | Buy | LULULEMON ATHLETICA INC | $178,923 | +89.1% | 464 | +85.6% | 0.07% | +75.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $172,698 | +2.7% | 493 | 0.0% | 0.07% | -5.5% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $163,206 | -3.0% | 371 | +0.5% | 0.07% | -9.6% |
| SHY | New | ISHARES TR1 3 yr treas bd | $133,277 | – | 1,646 | +100.0% | 0.05% | – |
| NFLX | NETFLIX INC | $132,160 | -14.3% | 350 | 0.0% | 0.05% | -20.9% | |
| VTV | New | VANGUARD INDEX FDSvalue etf | $118,137 | – | 857 | +100.0% | 0.05% | – |
| PGR | Sell | PROGRESSIVE CORP | $115,641 | -11.4% | 830 | -15.8% | 0.05% | -19.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $108,764 | +12.4% | 1,196 | +100.0% | 0.04% | +4.8% |
| LOW | Buy | LOWES COS INC | $109,915 | +279.8% | 529 | +313.3% | 0.04% | +238.5% |
| BA | Buy | BOEING CO | $107,341 | +4982.4% | 560 | +5500.0% | 0.04% | +4200.0% |
| DIS | Sell | DISNEY WALT COfidelity rel est | $103,847 | -12.2% | 1,281 | -3.3% | 0.04% | -17.6% |
| SBUX | Buy | STARBUCKS CORP | $95,965 | -7.4% | 1,051 | +0.5% | 0.04% | -13.3% |
| HON | Buy | HONEYWELL INTL INC | $94,688 | -10.7% | 513 | +0.4% | 0.04% | -17.4% |
| MO | Sell | ALTRIA GROUP INC | $91,771 | -23.7% | 2,182 | -17.8% | 0.04% | -28.8% |
| CNC | New | CENTENE CORP DEL | $89,131 | – | 1,294 | +100.0% | 0.04% | – |
| NVDA | NVIDIA CORPORATION | $90,043 | +2.8% | 207 | 0.0% | 0.04% | -5.3% | |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $88,092 | – | 324 | +100.0% | 0.04% | – |
| CTVA | New | CORTEVA INC | $87,842 | – | 1,717 | +100.0% | 0.04% | – |
| HUM | Buy | HUMANA INC | $86,128 | +466.6% | 177 | +420.6% | 0.04% | +400.0% |
| ACGL | New | ARCH CAP GROUP LTDord | $87,203 | – | 1,094 | +100.0% | 0.04% | – |
| ROCK | Buy | GIBRALTAR INDS INC | $83,915 | +414.9% | 1,243 | +379.9% | 0.03% | +385.7% |
| TKR | New | TIMKEN CO | $85,763 | – | 1,167 | +100.0% | 0.03% | – |
| VMI | New | VALMONT INDS INC | $85,755 | – | 357 | +100.0% | 0.03% | – |
| CMCO | New | COLUMBUS MCKINNON CORP N Y | $83,330 | – | 2,387 | +100.0% | 0.03% | – |
| KWR | New | QUAKER HOUGHTON | $82,240 | – | 514 | +100.0% | 0.03% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $81,173 | +402.0% | 1,076 | +402.8% | 0.03% | +371.4% |
| AGCO | New | AGCO CORP | $81,613 | – | 690 | +100.0% | 0.03% | – |
| BK | Buy | BANK NEW YORK MELLON CORP | $80,995 | +409.6% | 1,899 | +431.9% | 0.03% | +371.4% |
| JNPR | Buy | JUNIPER NETWORKS INC | $81,067 | +402.4% | 2,917 | +466.4% | 0.03% | +371.4% |
| NICE | Buy | NICE LTDsponsored adr | $83,130 | +1390.9% | 489 | +1711.1% | 0.03% | +1550.0% |
| ALL | Sell | ALLSTATE CORP | $80,332 | -17.4% | 721 | -19.2% | 0.03% | -23.8% |
| NEE | Sell | NEXTERA ENERGY INC | $76,782 | -36.1% | 1,340 | -17.3% | 0.03% | -40.4% |
| SPY | SPDR SP 500 ETF TRtr unit | $76,946 | -3.6% | 180 | 0.0% | 0.03% | -11.4% | |
| G | Buy | GENPACT LIMITED | $66,059 | +418.4% | 1,825 | +438.3% | 0.03% | +350.0% |
| AZO | New | AUTOZONE INC | $63,500 | – | 25 | +100.0% | 0.03% | – |
| FISV | Buy | FISERV INC | $63,032 | +375.9% | 558 | +431.4% | 0.02% | +316.7% |
| MPC | MARATHON PETE CORP | $59,174 | +29.8% | 391 | 0.0% | 0.02% | +20.0% | |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $60,326 | – | 368 | +100.0% | 0.02% | – |
| MET | Buy | METLIFE INC | $60,224 | +12.0% | 957 | +0.6% | 0.02% | +4.3% |
| IGIB | New | ISHARES TR | $57,991 | – | 1,192 | +100.0% | 0.02% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $58,313 | – | 257 | +100.0% | 0.02% | – |
| HCA | HCA HEALTHCARE INC | $55,346 | -18.9% | 225 | 0.0% | 0.02% | -26.7% | |
| PM | Buy | PHILIP MORRIS INTL INC | $54,820 | +136.3% | 592 | +148.7% | 0.02% | +120.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $55,892 | +66.3% | 156 | +71.4% | 0.02% | +46.7% |
| MFC | Buy | MANULIFE FINL CORP | $51,042 | -2.2% | 2,792 | +1.2% | 0.02% | -8.7% |
| IEI | New | ISHARES TR3 7 yr treas bd | $53,298 | – | 471 | +100.0% | 0.02% | – |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $49,493 | -60.7% | 4,021 | +15.5% | 0.02% | -63.6% |
| INVENTRUST PPTYS CORP | $50,834 | +2.9% | 2,135 | 0.0% | 0.02% | -4.8% | ||
| FSK | Buy | FS KKR CAP CORP | $50,706 | +5.2% | 2,575 | +2.4% | 0.02% | -4.8% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $47,316 | +1971.6% | 272 | +2166.7% | 0.02% | +1800.0% |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $46,899 | -7.0% | 3,171 | 0.0% | 0.02% | -13.6% | |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $47,962 | -56.2% | 473 | -35.2% | 0.02% | -60.4% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $48,006 | – | 301 | +100.0% | 0.02% | – |
| IDCC | Sell | INTERDIGITAL INC | $44,854 | -35.0% | 559 | -21.8% | 0.02% | -40.0% |
| SOXX | New | ISHARES TRishares semicdtr | $45,944 | – | 97 | +100.0% | 0.02% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $42,040 | -3.0% | 83 | 0.0% | 0.02% | -10.5% | |
| T | Sell | ATT INC | $43,418 | -99.2% | 2,891 | -99.1% | 0.02% | -99.2% |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $41,444 | – | 194 | +100.0% | 0.02% | – |
| PHILLIPS EDISON CO INC | $41,087 | -1.6% | 1,225 | 0.0% | 0.02% | -5.6% | ||
| IPAC | New | ISHARES TRcore msci pac | $41,589 | – | 748 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES INCcore msci emkt | $40,594 | – | 853 | +100.0% | 0.02% | – |
| IEUR | New | ISHARES TRcore msci euro | $38,635 | – | 778 | +100.0% | 0.02% | – |
| New | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $40,288 | – | 741 | +100.0% | 0.02% | – | |
| QCOM | New | QUALCOMM INC | $39,982 | – | 360 | +100.0% | 0.02% | – |
| IGSB | New | ISHARES TR | $39,914 | – | 801 | +100.0% | 0.02% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $39,830 | – | 96 | +100.0% | 0.02% | – |
| HD | HOME DEPOT INC | $37,103 | -2.7% | 123 | 0.0% | 0.02% | -11.8% | |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $36,400 | – | 1,761 | +100.0% | 0.02% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $37,736 | -4.7% | 544 | +0.2% | 0.02% | -11.8% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $37,237 | -73.6% | 1,754 | -72.8% | 0.02% | -75.4% |
| SPLV | New | INVESCO EXCH TRADED FD TR IIsp500 low vol | $36,334 | – | 618 | +100.0% | 0.02% | – |
| IWL | New | ISHARES TRrus top 200 etf | $37,110 | – | 359 | +100.0% | 0.02% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $34,316 | – | 215 | +100.0% | 0.01% | – |
| NUAG | NUSHARES ETF TRnuveen enhnc yld | $34,331 | -3.8% | 1,723 | 0.0% | 0.01% | -6.7% | |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $34,086 | – | 1,516 | +100.0% | 0.01% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $33,589 | – | 1,429 | +100.0% | 0.01% | – |
| IHF | New | ISHARES TRus hlthcr pr etf | $35,438 | – | 144 | +100.0% | 0.01% | – |
| GBF | New | ISHARES TRgov cred bd etf | $34,621 | – | 346 | +100.0% | 0.01% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $31,471 | -2.7% | 573 | +0.4% | 0.01% | -7.1% |
| GOOG | New | ALPHABET INCcap stk cl c | $31,644 | – | 240 | +100.0% | 0.01% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $29,445 | – | 316 | +100.0% | 0.01% | – |
| FB | META PLATFORMS INCcl a | $30,621 | +4.6% | 102 | 0.0% | 0.01% | -7.7% | |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $27,238 | – | 360 | +100.0% | 0.01% | – |
| A | Sell | AGILENT TECHNOLOGIES INC | $24,725 | -42.2% | 221 | -37.9% | 0.01% | -47.4% |
| JNJ | JOHNSON JOHNSON | $25,450 | -5.8% | 163 | 0.0% | 0.01% | -16.7% | |
| IHI | New | ISHARES TRu.s. med dvc etf | $26,093 | – | 538 | +100.0% | 0.01% | – |
| UNP | Sell | UNION PAC CORP | $23,818 | -40.7% | 117 | -40.3% | 0.01% | -41.2% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $24,737 | +1193.1% | 457 | +1328.1% | 0.01% | +900.0% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $25,748 | – | 200 | +100.0% | 0.01% | – |
| EXPI | EXP WORLD HLDGS INC | $25,822 | -19.9% | 1,590 | 0.0% | 0.01% | -28.6% | |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $23,565 | – | 300 | +100.0% | 0.01% | – |
| MAR | MARRIOTT INTL INC NEWcl a | $22,211 | +7.0% | 113 | 0.0% | 0.01% | 0.0% | |
| MRTX | MIRATI THERAPEUTICS INC | $21,780 | +20.6% | 500 | 0.0% | 0.01% | +12.5% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $22,195 | -9.1% | 390 | 0.0% | 0.01% | -18.2% | |
| SMH | VANECK ETF TRUSTsemiconductr etf | $21,167 | -4.8% | 146 | 0.0% | 0.01% | -10.0% | |
| SLF | SUN LIFE FINANCIAL INC. | $23,229 | -6.4% | 476 | 0.0% | 0.01% | -18.2% | |
| ZS | ZSCALER INC | $18,671 | +6.4% | 120 | 0.0% | 0.01% | 0.0% | |
| KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $20,035 | -82.9% | 500 | -70.0% | 0.01% | -84.3% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $20,219 | -68.2% | 86 | -52.7% | 0.01% | -71.4% |
| Buy | RIVIAN AUTOMOTIVE INC | $20,759 | +55.8% | 855 | +6.9% | 0.01% | +33.3% | |
| Buy | GENERAL ELECTRIC CO | $17,051 | +39.8% | 154 | +38.7% | 0.01% | +40.0% | |
| BLL | BALL CORP | $16,527 | -14.5% | 332 | 0.0% | 0.01% | -12.5% | |
| DE | Buy | DEERE CO | $17,563 | -6.6% | 47 | +2.2% | 0.01% | -12.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $16,258 | -7.5% | 71 | +1.4% | 0.01% | -12.5% |
| INTC | Sell | INTEL CORP | $17,686 | -20.0% | 497 | -24.8% | 0.01% | -30.0% |
| IWR | New | ISHARES TRrus mid cap etf | $16,620 | – | 240 | +100.0% | 0.01% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $17,023 | – | 64 | +100.0% | 0.01% | – |
| SHYG | New | ISHARES TR0 5yr hi yl cp | $17,684 | – | 431 | +100.0% | 0.01% | – |
| SPYG | New | SPDR SER TRprtflo sp500 gw | $18,555 | – | 313 | +100.0% | 0.01% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $18,643 | -1.9% | 180 | +0.6% | 0.01% | -12.5% |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $16,408 | – | 155 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $13,802 | – | 73 | +100.0% | 0.01% | – |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $13,761 | -9.8% | 344 | -6.8% | 0.01% | -14.3% |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $15,384 | -4.5% | 182 | 0.0% | 0.01% | -14.3% | |
| EFA | New | ISHARES TRmsci eafe etf | $14,424 | – | 209 | +100.0% | 0.01% | – |
| ATVI | ACTIVISION BLIZZARD INC | $14,138 | +11.1% | 151 | 0.0% | 0.01% | 0.0% | |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $14,929 | – | 114 | +100.0% | 0.01% | – |
| REGL | Buy | PROSHARES TRsp mdcp 400 div | $15,107 | -4.5% | 226 | +0.4% | 0.01% | -14.3% |
| IVE | New | ISHARES TRsp 500 val etf | $15,384 | – | 100 | +100.0% | 0.01% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $14,481 | -14.5% | 88 | +1.1% | 0.01% | -14.3% |
| EWL | New | ISHARES INCmsci switzerland | $15,554 | – | 357 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $14,218 | – | 73 | +100.0% | 0.01% | – |
| SWKS | SKYWORKS SOLUTIONS INC | $12,620 | -10.9% | 128 | 0.0% | 0.01% | -16.7% | |
| PYPL | Sell | PAYPAL HLDGS INC | $12,394 | -58.9% | 212 | -53.1% | 0.01% | -61.5% |
| GSG | New | ISHARES SP GSCI COMMODITYunit ben int | $11,255 | – | 500 | +100.0% | 0.01% | – |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $11,389 | -88.8% | 126 | -85.6% | 0.01% | -88.6% |
| BBCA | New | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $12,619 | – | 217 | +100.0% | 0.01% | – |
| HII | HUNTINGTON INGALLS INDS INC | $12,071 | -9.6% | 59 | 0.0% | 0.01% | -16.7% | |
| New | J P MORGAN EXCHANGE TRADED F | $12,308 | – | 316 | +100.0% | 0.01% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $13,496 | -21.0% | 102 | 0.0% | 0.01% | -28.6% | |
| ARKG | New | ARK ETF TRgenomic rev etf | $9,066 | – | 325 | +100.0% | 0.00% | – |
| BP | BP PLCsponsored adr | $9,680 | +9.7% | 250 | 0.0% | 0.00% | 0.0% | |
| IJH | New | ISHARES TRcore sp mcp etf | $9,161 | – | 37 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $10,964 | – | 166 | +100.0% | 0.00% | – |
| TGT | TARGET CORP | $10,084 | -16.0% | 91 | 0.0% | 0.00% | -20.0% | |
| FMC | FMC CORP | $10,849 | -35.8% | 162 | 0.0% | 0.00% | -42.9% | |
| ARKF | New | ARK ETF TRfintech innova | $10,551 | – | 545 | +100.0% | 0.00% | – |
| ARCHER AVIATION INC | $10,120 | +22.8% | 2,000 | 0.0% | 0.00% | 0.0% | ||
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $9,343 | – | 240 | +100.0% | 0.00% | – |
| ABC | CENCORA INC | $9,358 | -6.5% | 52 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $9,850 | -17.2% | 261 | 0.0% | 0.00% | -20.0% | |
| ARKK | New | ARK ETF TRinnovation etf | $9,179 | – | 231 | +100.0% | 0.00% | – |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $8,318 | -13.9% | 190 | -7.8% | 0.00% | -25.0% |
| DUK | DUKE ENERGY CORP NEW | $6,284 | -1.6% | 71 | 0.0% | 0.00% | 0.0% | |
| IYH | New | ISHARES TRus hlthcare etf | $7,292 | – | 27 | +100.0% | 0.00% | – |
| PLD | PROLOGIS INC. | $7,742 | -8.5% | 69 | 0.0% | 0.00% | -25.0% | |
| IYJ | New | ISHARES TRus industrials | $8,293 | – | 82 | +100.0% | 0.00% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $6,622 | – | 90 | +100.0% | 0.00% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $6,363 | – | 36 | +100.0% | 0.00% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $7,684 | – | 55 | +100.0% | 0.00% | – |
| BAC | Buy | BANK AMERICA CORP | $8,206 | -4.4% | 300 | +0.3% | 0.00% | -25.0% |
| PATH | UIPATH INCcl a | $6,844 | +3.3% | 400 | 0.0% | 0.00% | 0.0% | |
| BX | BLACKSTONE INC | $7,178 | +15.2% | 67 | 0.0% | 0.00% | 0.0% | |
| MPLX | MPLX LP | $8,466 | +4.8% | 238 | 0.0% | 0.00% | -25.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,243 | +6.0% | 44 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $7,804 | -6.8% | 146 | 0.0% | 0.00% | -25.0% | |
| USDU | WISDOMTREE TRblmbg us bull | $8,617 | +4.1% | 312 | 0.0% | 0.00% | -25.0% | |
| USHY | New | ISHARES TRbroad usd high | $7,428 | – | 214 | +100.0% | 0.00% | – |
| VTR | Buy | VENTAS INC | $7,751 | -10.2% | 184 | +0.5% | 0.00% | -25.0% |
| DSTL | ETF SER SOLUTIONSdistillate us | $6,250 | -1.4% | 140 | 0.0% | 0.00% | 0.0% | |
| IEFA | New | ISHARES TRcore msci eafe | $7,079 | – | 110 | +100.0% | 0.00% | – |
| PEP | PEPSICO INC | $7,455 | -8.5% | 44 | 0.0% | 0.00% | -25.0% | |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $6,005 | – | 155 | +100.0% | 0.00% | – |
| AGL | AGILON HEALTH INC | $4,618 | +2.4% | 260 | 0.0% | 0.00% | 0.0% | |
| INFL | LISTED FD TRhorizon kinetics | $3,744 | -0.4% | 123 | 0.0% | 0.00% | 0.0% | |
| EA SERIES TRUSTstrive us energy | $4,512 | +9.9% | 150 | 0.0% | 0.00% | 0.0% | ||
| FBCG | Sell | FIDELITY COVINGTON TRUSTblue chip grwth | $3,909 | -64.5% | 135 | -59.7% | 0.00% | -60.0% |
| LLY | ELI LILLY CO | $5,621 | +14.8% | 10 | 0.0% | 0.00% | 0.0% | |
| EFV | New | ISHARES TReafe value etf | $5,431 | – | 111 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRindl | $4,258 | – | 42 | +100.0% | 0.00% | – |
| CB | CHUBB LIMITED | $4,864 | +8.6% | 23 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC | $4,200 | -17.8% | 100 | 0.0% | 0.00% | 0.0% | |
| EMB | New | ISHARES TRjpmorgan usd emg | $3,961 | – | 48 | +100.0% | 0.00% | – |
| MS | Sell | MORGAN STANLEY | $4,219 | -94.6% | 52 | -94.3% | 0.00% | -94.1% |
| ZTS | Buy | ZOETIS INCcl a | $4,254 | +21.0% | 24 | +20.0% | 0.00% | 0.0% |
| HYS | PIMCO ETF TR0-5 high yield | $5,147 | -1.0% | 57 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $4,476 | -14.4% | 30 | 0.0% | 0.00% | 0.0% | |
| CTAS | CINTAS CORP | $4,489 | -3.0% | 9 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $4,252 | -14.2% | 29 | 0.0% | 0.00% | 0.0% | |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,353 | – | 92 | +100.0% | 0.00% | – |
| BIDU | BAIDU INCspon adr rep a | $5,508 | -1.9% | 41 | 0.0% | 0.00% | 0.0% | |
| COP | Buy | CONOCOPHILLIPS | $5,699 | +16.8% | 48 | +2.1% | 0.00% | 0.0% |
| NUE | New | NUCOR CORP | $4,691 | – | 30 | +100.0% | 0.00% | – |
| IJT | New | ISHARES TRsp sml 600 gwt | $5,045 | – | 46 | +100.0% | 0.00% | – |
| CRM | SALESFORCE INC | $5,881 | -4.0% | 29 | 0.0% | 0.00% | -33.3% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $5,598 | -3.7% | 80 | 0.0% | 0.00% | -33.3% | |
| ASTS | AST SPACEMOBILE INC | $3,800 | -19.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| IJS | New | ISHARES TRsp smcp600vl etf | $4,907 | – | 55 | +100.0% | 0.00% | – |
| MGM | MGM RESORTS INTERNATIONAL | $5,808 | -16.3% | 158 | 0.0% | 0.00% | -33.3% | |
| ARKQ | Sell | ARK ETF TRautnmus technlgy | $4,721 | -87.5% | 90 | -92.4% | 0.00% | -87.5% |
| HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $6,152 | -5.5% | 493 | +2.5% | 0.00% | -33.3% |
| EAGG | New | ISHARES TResg awr us agrgt | $4,077 | – | 90 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $4,625 | – | 125 | +100.0% | 0.00% | – |
| O | Buy | REALTY INCOME CORP | $4,744 | +693.3% | 95 | +850.0% | 0.00% | – |
| FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $5,789 | – | 150 | +100.0% | 0.00% | – |
| TJX | TJX COS INC NEW | $3,901 | +5.2% | 44 | 0.0% | 0.00% | 0.0% | |
| WARNER BROS DISCOVERY INC | $1,955 | -13.4% | 180 | 0.0% | 0.00% | 0.0% | ||
| IXUS | New | ISHARES TRcore msci total | $2,384 | – | 40 | +100.0% | 0.00% | – |
| IGLB | New | ISHARES TR10 yr invst grd | $2,687 | – | 57 | +100.0% | 0.00% | – |
| MBB | New | ISHARES TRmbs etf | $2,679 | – | 30 | +100.0% | 0.00% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $3,175 | – | 39 | +100.0% | 0.00% | – |
| SUSC | New | ISHARES TResg awre usd etf | $2,872 | – | 132 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TResg awr msci usa | $1,315 | – | 14 | +100.0% | 0.00% | – |
| EUSB | New | ISHARES TResg adv ttl usd | $2,982 | – | 73 | +100.0% | 0.00% | – |
| DMXF | New | ISHARES TResg eafe etf | $1,541 | – | 27 | +100.0% | 0.00% | – |
| USXF | New | ISHARES TResg msci usa etf | $2,669 | – | 77 | +100.0% | 0.00% | – |
| KMB | KIMBERLY-CLARK CORP | $2,296 | -12.5% | 19 | 0.0% | 0.00% | 0.0% | |
| IWD | New | ISHARES TRrus 1000 val etf | $3,644 | – | 24 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $2,346 | – | 23 | +100.0% | 0.00% | – |
| MRO | MARATHON OIL CORP | $1,445 | +16.3% | 54 | 0.0% | 0.00% | 0.0% | |
| INVH | INVITATION HOMES INC | $1,996 | -7.9% | 63 | 0.0% | 0.00% | 0.0% | |
| INFY | New | INFOSYS LTDsponsored adr | $1,711 | – | 100 | +100.0% | 0.00% | – |
| IDXX | IDEXX LABS INC | $2,624 | -12.9% | 6 | 0.0% | 0.00% | 0.0% | |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $2,106 | – | 25 | +100.0% | 0.00% | – |
| GSST | GOLDMAN SACHS ETF TRaces ultra shr | $3,496 | +0.1% | 70 | 0.0% | 0.00% | -50.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $2,849 | -6.9% | 10 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $3,076 | +1.0% | 30 | 0.0% | 0.00% | 0.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $2,858 | -16.2% | 42 | 0.0% | 0.00% | 0.0% | ||
| OHI | OMEGA HEALTHCARE INVS INC | $1,923 | +8.0% | 58 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON CO | $2,205 | -16.6% | 127 | 0.0% | 0.00% | 0.0% | |
| PLUG | Buy | PLUG POWER INC | $3,610 | -18.3% | 475 | +11.8% | 0.00% | -50.0% |
| DOV | DOVER CORP | $2,339 | -5.2% | 17 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $1,524 | -37.4% | 14 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $2,068 | -14.0% | 14 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $2,958 | +0.9% | 6 | 0.0% | 0.00% | 0.0% | |
| SPGI | SP GLOBAL INC | $2,631 | -8.6% | 7 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $3,008 | -14.3% | 21 | 0.0% | 0.00% | -50.0% | |
| CYTK | CYTOKINETICS INC | $1,679 | -9.7% | 57 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INC | $1,787 | -17.8% | 19 | 0.0% | 0.00% | 0.0% | |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $2,886 | – | 87 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORP | $2,854 | -27.1% | 208 | 0.0% | 0.00% | -50.0% | |
| SNOW | SNOWFLAKE INCcl a | $2,292 | -13.2% | 15 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $3,386 | -8.2% | 39 | 0.0% | 0.00% | -50.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,732 | -3.9% | 100 | 0.0% | 0.00% | 0.0% | |
| CNI | CANADIAN NATL RY CO | $2,631 | -10.1% | 24 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION | $3,114 | -10.2% | 11 | 0.0% | 0.00% | -50.0% | |
| CME | CME GROUP INC | $2,487 | +8.7% | 12 | 0.0% | 0.00% | 0.0% | |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $3,719 | +38.5% | 79 | +43.6% | 0.00% | 0.0% |
| TFC | Buy | TRUIST FINL CORP | $1,574 | -4.1% | 55 | +1.9% | 0.00% | 0.0% |
| BBN | Buy | BLACKROCK TAX MUNICPAL BD TR | $1,614 | -7.0% | 106 | +1.0% | 0.00% | 0.0% |
| UL | UNILEVER PLCspon adr new | $1,995 | -4.4% | 40 | 0.0% | 0.00% | 0.0% | |
| VLY | VALLEY NATL BANCORP | $3,698 | +10.5% | 432 | 0.0% | 0.00% | 0.0% | |
| BCE | Buy | BCE INC | $2,777 | -15.1% | 73 | +1.4% | 0.00% | 0.0% |
| ASAN | New | ASANA INCcl a | $2,014 | – | 110 | +100.0% | 0.00% | – |
| ANSS | ANSYS INC | $2,976 | -9.9% | 10 | 0.0% | 0.00% | 0.0% | |
| AYX | New | ALTERYX INC | $1,696 | – | 45 | +100.0% | 0.00% | – |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $3,036 | +4.1% | 35 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS CHEMS INC | $3,349 | -4.8% | 12 | 0.0% | 0.00% | -50.0% | |
| ADBE | ADOBE INC | $3,569 | +4.3% | 7 | 0.0% | 0.00% | 0.0% | |
| QUAL | New | ISHARES TRmsci usa qlt fct | $3,163 | – | 24 | +100.0% | 0.00% | – |
| ABT | Buy | ABBOTT LABS | $2,857 | -10.7% | 30 | +3.4% | 0.00% | 0.0% |
| WELL | Buy | WELLTOWER INC | $2,913 | +2.1% | 36 | +2.9% | 0.00% | 0.0% |
| WORLD GOLD TRspdr gld minis | $3,043 | -3.7% | 83 | 0.0% | 0.00% | 0.0% | ||
| XEL | XCEL ENERGY INC | $2,538 | -7.2% | 44 | 0.0% | 0.00% | 0.0% | |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $2,417 | – | 100 | +100.0% | 0.00% | – |
| ACN | ACCENTURE PLC IRELAND | $3,528 | -0.1% | 11 | 0.0% | 0.00% | -50.0% | |
| JCI | JOHNSON CTLS INTL PLC | $3,484 | -21.5% | 65 | 0.0% | 0.00% | -50.0% | |
| NVCR | New | NOVOCURE LTD | $2,342 | – | 145 | +100.0% | 0.00% | – |
| New | AMC ENTMT HLDGS INCcl a new | $1,326 | – | 166 | +100.0% | 0.00% | – | |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $2,714 | -86.0% | 14 | -85.3% | 0.00% | -87.5% |
| EFAV | New | ISHARES TRmsci eafe min vl | $2,544 | – | 39 | +100.0% | 0.00% | – |
| USMV | New | ISHARES TRmsci usa min vol | $3,329 | – | 46 | +100.0% | 0.00% | – |
| ADI | ANALOG DEVICES INC | $350 | -10.3% | 2 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO | $365 | -14.1% | 11 | 0.0% | 0.00% | – | |
| New | GLOBAL X FDScannabis etf new | $80 | – | 12 | +100.0% | 0.00% | – | |
| AGNG | Sell | GLOBAL X FDSaging population | $1,171 | -11.8% | 45 | -21.1% | 0.00% | -100.0% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $922 | – | 16 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC | $156 | +4.0% | 4 | 0.0% | 0.00% | – | |
| MRNA | MODERNA INC | $1,033 | -15.0% | 10 | 0.0% | 0.00% | -100.0% | |
| MU | MICRON TECHNOLOGY INC | $272 | +7.9% | 4 | 0.0% | 0.00% | – | |
| New | IDEANOMICS INC | $180 | – | 74 | +100.0% | 0.00% | – | |
| ADN | ADVENT TECHNOLOGIES HOLDNG I | $8 | -33.3% | 20 | 0.0% | 0.00% | – | |
| MAT | New | MATTEL INC | $1,102 | – | 50 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW | $409 | – | 10 | +100.0% | 0.00% | – |
| MATX | New | MATSON INC | $75 | – | 1 | +100.0% | 0.00% | – |
| LTHM | LIVENT CORP | $957 | -32.9% | 52 | 0.0% | 0.00% | -100.0% | |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -7 | -100.0% | 0.00% | – |
| KYNDRYL HLDGS INC | $121 | +14.2% | 8 | 0.0% | 0.00% | – | ||
| KMI | KINDER MORGAN INC DEL | $978 | -3.7% | 59 | 0.0% | 0.00% | – | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1,102 | +3.4% | 131 | 0.0% | 0.00% | – | |
| ESML | New | ISHARES TResg aware msci | $606 | – | 18 | +100.0% | 0.00% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $1,037 | – | 15 | +100.0% | 0.00% | – |
| USIG | New | ISHARES TRusd inv grde etf | $208 | – | 4 | +100.0% | 0.00% | – |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $259 | +4.4% | 2 | 0.0% | 0.00% | – | |
| GOVT | New | ISHARES TRus treas bd etf | $299 | – | 14 | +100.0% | 0.00% | – |
| ESGE | Sell | ISHARES INCesg awr msci em | $757 | -98.7% | 25 | -98.0% | 0.00% | -100.0% |
| PTRA | Exit | PROTERRA INC | $0 | – | -100 | -100.0% | 0.00% | – |
| IDEX | Exit | IDEANOMICS INC | $0 | – | -9,302 | -100.0% | 0.00% | – |
| LCTD | New | BLACKROCK ETF TRUSTworld ex us carb | $604 | – | 15 | +100.0% | 0.00% | – |
| BE | BLOOM ENERGY CORP | $66 | -19.5% | 5 | 0.0% | 0.00% | – | |
| SQ | BLOCK INCcl a | $177 | -33.5% | 4 | 0.0% | 0.00% | – | |
| CHWY | New | CHEWY INCcl a | $603 | – | 33 | +100.0% | 0.00% | – |
| UAL | UNITED AIRLS HLDGS INC | $550 | -22.9% | 13 | 0.0% | 0.00% | – | |
| DBL | Buy | DOUBLELINE OPPORTUNISTIC CR | $1,127 | +2.8% | 77 | +1.3% | 0.00% | – |
| U | UNITY SOFTWARE INC | $157 | -27.6% | 5 | 0.0% | 0.00% | – | |
| UFO | PROCURE ETF TRUST IIspace etf | $168 | -12.0% | 10 | 0.0% | 0.00% | – | |
| REMX | New | VANECK ETF TRUSTrare earth/strtg | $332 | – | 5 | +100.0% | 0.00% | – |
| FPRO | New | FIDELITY COVINGTON TRUSTfidelity rel est | $932 | – | 50 | +100.0% | 0.00% | – |
| FHB | New | FIRST HAWAIIAN INC | $5 | – | 0 | +100.0% | 0.00% | – |
| F | FORD MTR CO DEL | $823 | -17.0% | 66 | 0.0% | 0.00% | – | |
| JPS | Buy | NUVEEN PFD INCOME SECS FD | $540 | -1.6% | 88 | +2.3% | 0.00% | – |
| GNRC | GENERAC HLDGS INC | $1,090 | -26.9% | 10 | 0.0% | 0.00% | -100.0% | |
| IMUX | New | IMMUNIC INC | $662 | – | 450 | +100.0% | 0.00% | – |
| ALEX | New | ALEXANDER BALDWIN INC NEW | $9 | – | 1 | +100.0% | 0.00% | – |
| MXL | MAXLINEAR INC | $334 | -29.4% | 15 | 0.0% | 0.00% | – | |
| MLP | MAUI LD PINEAPPLE INC | $928 | -6.9% | 70 | 0.0% | 0.00% | – | |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $212 | – | 1 | +100.0% | 0.00% | – |
| AMD | ADVANCED MICRO DEVICES INC | $1,234 | -9.7% | 12 | 0.0% | 0.00% | -100.0% | |
| VTRS | VIATRIS INC | $828 | -1.2% | 84 | 0.0% | 0.00% | – | |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -786 | -100.0% | -0.00% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -32 | -100.0% | -0.00% | – |
| Exit | RUMBLE INC | $0 | – | -175 | -100.0% | -0.00% | – | |
| CVNA | Exit | CARVANA COcl a | $0 | – | -219 | -100.0% | -0.00% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -63 | -100.0% | -0.00% | – |
| Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -300 | -100.0% | -0.00% | – | |
| EFC | Exit | ELLINGTON FINANCIAL INC | $0 | – | -500 | -100.0% | -0.00% | – |
| TFSL | Exit | TFS FINL CORP | $0 | – | -500 | -100.0% | -0.00% | – |
| WHF | Exit | WHITEHORSE FIN INC | $0 | – | -575 | -100.0% | -0.00% | – |
| HMC | Exit | HONDA MOTOR LTD | $0 | – | -200 | -100.0% | -0.00% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| DPG | Exit | DUFF & PHELPS UTLITY AND INF | $0 | – | -750 | -100.0% | -0.00% | – |
| FRG | Exit | FRANCHISE GROUP INC | $0 | – | -260 | -100.0% | -0.00% | – |
| SUN | Exit | SUNOCO LP/SUNOCO FIN CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| NS | Exit | NUSTAR ENERGY LP | $0 | – | -534 | -100.0% | -0.00% | – |
| NVEC | Exit | NVE CORP | $0 | – | -150 | -100.0% | -0.01% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -37 | -100.0% | -0.01% | – |
| RBC | Exit | REGAL REXNORD CORPORATION | $0 | – | -107 | -100.0% | -0.01% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -61 | -100.0% | -0.01% | – |
| HUBG | Exit | HUB GROUP INCcl a | $0 | – | -200 | -100.0% | -0.01% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -298 | -100.0% | -0.01% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -65 | -100.0% | -0.01% | – |
| UFPI | Exit | UFP INDUSTRIES INC | $0 | – | -168 | -100.0% | -0.01% | – |
| DOW | Exit | DOW INC | $0 | – | -300 | -100.0% | -0.01% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -69 | -100.0% | -0.01% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -240 | -100.0% | -0.01% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -221 | -100.0% | -0.01% | – |
| Exit | SHELL PLCspon ads | $0 | – | -450 | -100.0% | -0.01% | – | |
| WPC | Exit | WP CAREY INC | $0 | – | -677 | -100.0% | -0.02% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -262 | -100.0% | -0.03% | – |
| CI | Exit | THE CIGNA GROUP | $0 | – | -265 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 24.0% |
| APPLE INC | 4 | Q3 2023 | 4.2% |
| AMAZON COM INC | 4 | Q3 2023 | 3.5% |
| WASTE MGMT INC DEL | 4 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.8% |
| JPMORGAN CHASE CO | 4 | Q3 2023 | 2.6% |
| ALPHABET INC | 4 | Q3 2023 | 2.6% |
| CISCO SYS INC | 4 | Q3 2023 | 2.6% |
| WALMART INC | 4 | Q3 2023 | 2.6% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 2.7% |
View Buck Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-10-30 |
View Buck Wealth Strategies, 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.