$341 Million is the total value of Cherry Tree Wealth Management, LLC's 585 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPIB | Buy | SPDR SER TRportfolio intrmd | $22,354,514 | +27.9% | 710,795 | +30.6% | 6.55% | +28.7% |
| SPSB | Sell | SPDR SER TRportfolio short | $18,986,902 | -2.0% | 647,575 | -1.6% | 5.56% | -1.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $18,284,120 | +5.0% | 262,025 | +9.3% | 5.36% | +5.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $15,816,050 | -0.1% | 114,667 | +2.9% | 4.64% | +0.5% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $12,279,841 | -10.6% | 399,734 | -10.7% | 3.60% | -10.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $10,801,039 | +0.1% | 67,722 | +3.8% | 3.16% | +0.7% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $10,534,444 | -1.0% | 101,959 | +1.6% | 3.09% | -0.4% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $10,313,893 | +0.8% | 235,908 | +6.5% | 3.02% | +1.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $10,199,173 | -6.6% | 23,750 | -3.0% | 2.99% | -6.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $9,692,290 | -6.0% | 128,973 | -5.4% | 2.84% | -5.5% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $9,345,903 | -4.1% | 356,714 | -0.7% | 2.74% | -3.6% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $9,057,963 | -15.0% | 191,581 | -14.7% | 2.66% | -14.4% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $8,557,377 | -6.3% | 113,840 | -5.8% | 2.51% | -5.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,572,331 | -3.5% | 145,987 | +1.2% | 2.22% | -2.9% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $7,035,254 | -9.6% | 119,668 | -3.4% | 2.06% | -9.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,959,061 | +0.8% | 36,807 | +6.1% | 2.04% | +1.4% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $6,376,676 | +2.0% | 201,348 | +3.9% | 1.87% | +2.6% |
| TITN | TITAN MACHY INC | $6,260,361 | -9.9% | 235,529 | 0.0% | 1.84% | -9.3% | |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $5,771,028 | +1.6% | 93,247 | +3.7% | 1.69% | +2.2% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $5,383,600 | +3.2% | 167,505 | +6.6% | 1.58% | +3.9% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $5,248,439 | -1.6% | 154,275 | -0.2% | 1.54% | -1.0% | |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $5,053,126 | -2.1% | 110,596 | -0.6% | 1.48% | -1.5% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $5,004,357 | +2.4% | 457,019 | +6.3% | 1.47% | +3.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,828,155 | +0.6% | 123,136 | +4.4% | 1.42% | +1.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,501,498 | -2.0% | 84,109 | +2.6% | 1.32% | -1.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,838,743 | -6.1% | 50,737 | +3.7% | 1.12% | -5.5% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $2,902,721 | +3.9% | 54,986 | +5.9% | 0.85% | +4.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,765,989 | -3.6% | 13,022 | +0.0% | 0.81% | -2.9% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $2,700,452 | -0.8% | 47,252 | +1.8% | 0.79% | -0.3% |
| MSFT | Buy | MICROSOFT CORP | $2,651,344 | -5.3% | 8,397 | +2.1% | 0.78% | -4.8% |
| AAPL | Sell | APPLE INC | $2,573,010 | -13.6% | 15,028 | -2.1% | 0.75% | -13.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,488,386 | -1.0% | 73,274 | +4.0% | 0.73% | -0.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,424,632 | +4.1% | 25,783 | +8.5% | 0.71% | +4.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,288,839 | +37.6% | 47,585 | +43.7% | 0.67% | +38.4% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $2,199,777 | -1.6% | 97,681 | +1.8% | 0.64% | -0.9% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,079,194 | -6.0% | 41,709 | -2.5% | 0.61% | -5.4% |
| DHS | Sell | WISDOMTREE TRus high dividend | $1,747,608 | -5.3% | 22,388 | -3.5% | 0.51% | -4.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,644,652 | +1.7% | 17,461 | +5.6% | 0.48% | +2.3% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $1,635,742 | +2.6% | 66,144 | +2.1% | 0.48% | +3.2% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,557,081 | +18.7% | 35,204 | +23.9% | 0.46% | +19.4% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,525,657 | +91.7% | 28,485 | +98.0% | 0.45% | +92.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,501,424 | -2.6% | 3,512 | +1.0% | 0.44% | -2.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,499,388 | +2386.3% | 10,582 | +2525.8% | 0.44% | +2338.9% |
| EMR | Sell | EMERSON ELEC CO | $1,483,412 | +3.3% | 15,361 | -3.3% | 0.44% | +4.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,335,713 | -4.3% | 20,757 | +0.4% | 0.39% | -3.7% |
| Buy | DIMENSIONAL ETF TRUSTglobal real est | $1,332,166 | -3.9% | 59,445 | +4.6% | 0.39% | -3.5% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,240,937 | -7.5% | 17,145 | -5.0% | 0.36% | -6.9% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $1,221,157 | +2.1% | 51,223 | +1.9% | 0.36% | +2.9% |
| MDT | Buy | MEDTRONIC PLC | $1,185,979 | +15.4% | 15,135 | +29.8% | 0.35% | +16.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,176,107 | -5.2% | 4,319 | -1.5% | 0.34% | -4.4% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $1,158,560 | -2.7% | 22,072 | +1.6% | 0.34% | -2.0% |
| SKOR | Sell | FLEXSHARES TRcr scd us bd | $1,140,220 | -3.1% | 24,782 | -1.3% | 0.33% | -2.6% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,133,974 | -4.7% | 10,678 | -0.9% | 0.33% | -4.3% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,087,546 | -4.3% | 21,493 | -0.9% | 0.32% | -3.6% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $1,066,009 | -3.4% | 32,680 | -2.7% | 0.31% | -2.8% | |
| MUB | Sell | ISHARES TRnational mun etf | $975,669 | -34.1% | 9,515 | -31.4% | 0.29% | -33.6% |
| VOO | Sell | VANGUARD INDEX FDS | $966,042 | -12.4% | 2,460 | -9.2% | 0.28% | -11.8% |
| PFF | ISHARES TRpfd and incm sec | $937,062 | -2.5% | 31,080 | 0.0% | 0.28% | -1.8% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $876,434 | +6.9% | 17,438 | +10.8% | 0.26% | +7.5% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $861,491 | +4.6% | 17,168 | +4.5% | 0.25% | +5.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $839,478 | +3.1% | 17,640 | +6.8% | 0.25% | +3.8% |
| LLY | ELI LILLY & CO | $834,163 | +14.5% | 1,553 | 0.0% | 0.24% | +15.1% | |
| MMM | Buy | 3M CO | $833,516 | -5.6% | 8,903 | +0.9% | 0.24% | -5.1% |
| DNP | DNP SELECT INCOME FD INC | $826,860 | -9.2% | 86,855 | 0.0% | 0.24% | -8.7% | |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $740,466 | -13.3% | 9,844 | -9.7% | 0.22% | -12.9% |
| IBDO | ISHARES TRibonds dec23 etf | $721,087 | +0.3% | 28,434 | 0.0% | 0.21% | +1.0% | |
| IGSB | Sell | ISHARES TR | $679,834 | -12.8% | 13,643 | -12.2% | 0.20% | -12.3% |
| HRL | HORMEL FOODS CORP | $660,772 | -5.4% | 17,375 | 0.0% | 0.19% | -4.9% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $649,196 | -2.8% | 12,757 | -2.9% | 0.19% | -2.6% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $648,287 | -6.9% | 34,465 | -4.0% | 0.19% | -6.4% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $632,487 | -5.6% | 6,149 | -4.5% | 0.18% | -5.1% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $587,902 | +10.6% | 24,124 | +10.7% | 0.17% | +11.0% |
| IBTD | ISHARES TRibonds 23 trm ts | $586,671 | +0.0% | 23,637 | 0.0% | 0.17% | +0.6% | |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $585,409 | -16.9% | 4,590 | -7.4% | 0.17% | -16.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $574,425 | +8.9% | 3,961 | +9.2% | 0.17% | +9.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $566,531 | -3.8% | 3,884 | +0.1% | 0.17% | -3.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $567,159 | -5.4% | 3,209 | +0.2% | 0.17% | -5.1% |
| EEMV | ISHARES INCmsci emerg mrkt | $564,977 | -3.0% | 10,590 | 0.0% | 0.17% | -2.4% | |
| EFAV | ISHARES TRmsci eafe min vl | $545,696 | -3.4% | 8,367 | 0.0% | 0.16% | -3.0% | |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $493,427 | -9.0% | 12,675 | -6.1% | 0.14% | -8.2% |
| IXUS | Sell | ISHARES TRcore msci total | $491,925 | -5.1% | 8,200 | -1.0% | 0.14% | -4.6% |
| USB | US BANCORP DEL | $492,330 | +0.1% | 14,892 | 0.0% | 0.14% | +0.7% | |
| EFV | ISHARES TReafe value etf | $487,637 | -0.0% | 9,966 | 0.0% | 0.14% | +0.7% | |
| DES | Sell | WISDOMTREE TRus smallcap divd | $479,178 | -7.3% | 16,992 | -5.4% | 0.14% | -7.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $459,301 | -16.8% | 7,794 | -7.6% | 0.14% | -16.1% |
| SHY | ISHARES TR1 3 yr treas bd | $458,453 | -0.1% | 5,662 | 0.0% | 0.13% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $429,454 | -14.4% | 2,879 | 0.0% | 0.13% | -13.7% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $430,334 | -6.2% | 4,562 | -0.9% | 0.13% | -6.0% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $421,626 | -12.9% | 15,668 | -2.5% | 0.12% | -12.1% |
| PEP | Buy | PEPSICO INC | $416,141 | -7.7% | 2,456 | +0.9% | 0.12% | -6.9% |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $404,800 | -13.6% | 24,254 | -12.9% | 0.12% | -13.1% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $402,582 | -0.2% | 17,837 | +3.7% | 0.12% | 0.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $397,743 | +28.8% | 3,018 | +31.8% | 0.12% | +30.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $394,200 | +33.5% | 2,537 | +39.5% | 0.12% | +34.9% |
| NUBD | NUSHARES ETF TRnuveen esg us | $386,236 | -4.0% | 18,305 | 0.0% | 0.11% | -3.4% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $371,420 | -3.5% | 1,898 | 0.0% | 0.11% | -2.7% | |
| STPZ | PIMCO ETF TR1-5 us tip idx | $366,108 | -0.4% | 7,309 | 0.0% | 0.11% | 0.0% | |
| CMF | ISHARES TRcalif mun bd etf | $365,728 | -3.7% | 6,669 | 0.0% | 0.11% | -3.6% | |
| UNH | UNITEDHEALTH GROUP INC | $360,276 | +4.9% | 715 | 0.0% | 0.11% | +6.0% | |
| KMI | KINDER MORGAN INC DEL | $360,400 | -3.7% | 21,737 | 0.0% | 0.11% | -2.8% | |
| IDV | ISHARES TRintl sel div etf | $363,170 | -3.5% | 14,298 | 0.0% | 0.11% | -3.6% | |
| FPI | Sell | FARMLAND PARTNERS INC | $348,840 | -17.2% | 34,000 | -1.4% | 0.10% | -17.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $337,798 | -3.9% | 943 | -0.8% | 0.10% | -2.9% |
| GGG | GRACO INC | $333,645 | -15.6% | 4,578 | 0.0% | 0.10% | -14.8% | |
| JNJ | Buy | JOHNSON & JOHNSON | $335,579 | -3.1% | 2,155 | +3.1% | 0.10% | -3.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $324,148 | -6.9% | 13,540 | -4.2% | 0.10% | -5.9% |
| IWP | ISHARES TRrus md cp gr etf | $320,112 | -5.5% | 3,504 | 0.0% | 0.09% | -5.1% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $313,184 | -2.6% | 4,426 | 0.0% | 0.09% | -2.1% | |
| Sell | DIMENSIONAL ETF TRUSTintl small cap v | $314,610 | -0.1% | 13,230 | -0.6% | 0.09% | 0.0% | |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $310,780 | -8.3% | 41,000 | -5.7% | 0.09% | -8.1% |
| LII | LENNOX INTL INC | $308,913 | +14.8% | 825 | 0.0% | 0.09% | +16.7% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $306,020 | -5.2% | 6,574 | -1.9% | 0.09% | -4.3% |
| GIS | Buy | GENERAL MLS INC | $306,233 | -16.0% | 4,786 | +0.7% | 0.09% | -15.1% |
| PFE | Buy | PFIZER INC | $298,128 | -9.4% | 8,988 | +0.1% | 0.09% | -9.4% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $297,063 | -12.9% | 5,169 | -9.9% | 0.09% | -12.1% |
| SUSB | ISHARES TResg awre 1 5 yr | $292,704 | -0.6% | 12,314 | 0.0% | 0.09% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $294,282 | -4.7% | 7,614 | 0.0% | 0.09% | -4.4% | |
| OEF | ISHARES TRs&p 100 etf | $290,327 | -3.1% | 1,447 | 0.0% | 0.08% | -2.3% | |
| IWS | ISHARES TRrus mdcp val etf | $287,386 | -5.0% | 2,754 | 0.0% | 0.08% | -4.5% | |
| DVY | Sell | ISHARES TRselect divid etf | $286,646 | -32.7% | 2,663 | -29.2% | 0.08% | -32.3% |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $286,240 | +4.7% | 9,613 | 0.0% | 0.08% | +5.0% | |
| EFA | ISHARES TRmsci eafe etf | $282,917 | -4.9% | 4,105 | 0.0% | 0.08% | -4.6% | |
| IWB | ISHARES TRrus 1000 etf | $279,074 | -3.6% | 1,188 | 0.0% | 0.08% | -2.4% | |
| WPC | WP CAREY INC | $280,513 | -20.0% | 5,187 | 0.0% | 0.08% | -19.6% | |
| HD | HOME DEPOT INC | $277,988 | -2.7% | 920 | 0.0% | 0.08% | -2.4% | |
| IBTF | ISHARES TRibonds 25 trm ts | $268,052 | -0.2% | 11,614 | 0.0% | 0.08% | +1.3% | |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $262,692 | -4.2% | 5,208 | +0.9% | 0.08% | -3.8% |
| MCD | MCDONALDS CORP | $264,151 | -11.7% | 1,003 | 0.0% | 0.08% | -11.5% | |
| SDY | SPDR SER TRs&p divid etf | $258,428 | -6.2% | 2,247 | 0.0% | 0.08% | -5.0% | |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $251,241 | +17.2% | 10,834 | +18.9% | 0.07% | +19.4% |
| T | AT&T INC | $226,682 | -5.8% | 15,092 | 0.0% | 0.07% | -5.7% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $226,650 | +5.1% | 1,732 | -3.9% | 0.07% | +4.8% |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $224,897 | -3.9% | 4,638 | 0.0% | 0.07% | -2.9% | |
| PSX | PHILLIPS 66 | $212,185 | +26.0% | 1,766 | 0.0% | 0.06% | +26.5% | |
| VFMF | VANGUARD WELLINGTON FDus multifactor | $211,270 | -0.6% | 2,046 | 0.0% | 0.06% | 0.0% | |
| WMT | WALMART INC | $211,923 | +1.7% | 1,325 | 0.0% | 0.06% | +1.6% | |
| AMGN | AMGEN INC | $210,440 | +21.1% | 783 | 0.0% | 0.06% | +21.6% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $208,252 | -2.1% | 4,354 | 0.0% | 0.06% | -1.6% | |
| DLN | Sell | WISDOMTREE TRus largecap divd | $208,698 | -12.6% | 3,394 | -9.6% | 0.06% | -12.9% |
| XEL | Buy | XCEL ENERGY INC | $203,175 | -7.6% | 3,551 | +0.4% | 0.06% | -6.2% |
| ZTS | Sell | ZOETIS INCcl a | $202,861 | +0.9% | 1,166 | -0.2% | 0.06% | 0.0% |
| AMZN | Buy | AMAZON COM INC | $190,045 | +12.5% | 1,495 | +15.4% | 0.06% | +14.3% |
| TGT | Sell | TARGET CORP | $186,971 | -16.2% | 1,691 | -0.1% | 0.06% | -15.4% |
| IWN | ISHARES TRrus 2000 val etf | $186,517 | -3.7% | 1,376 | 0.0% | 0.06% | -1.8% | |
| MTUM | ISHARES TRmsci usa mmentm | $187,618 | -3.2% | 1,343 | 0.0% | 0.06% | -1.8% | |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $181,726 | +20.9% | 6,960 | +26.5% | 0.05% | +20.5% |
| SAND | Sell | SANDSTORM GOLD LTD | $181,740 | -13.4% | 39,000 | -4.9% | 0.05% | -13.1% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $180,971 | -7.2% | 2,630 | 0.0% | 0.05% | -7.0% | |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $170,280 | +4.2% | 26,400 | -2.9% | 0.05% | +4.2% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $166,743 | +62.4% | 3,553 | +67.4% | 0.05% | +63.3% | |
| CVS | CVS HEALTH CORP | $166,800 | +1.0% | 2,389 | 0.0% | 0.05% | +2.1% | |
| AMP | AMERIPRISE FINL INC | $161,214 | -0.7% | 489 | 0.0% | 0.05% | 0.0% | |
| XOM | EXXON MOBIL CORP | $157,262 | +9.6% | 1,337 | 0.0% | 0.05% | +9.5% | |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $155,600 | -2.8% | 4,890 | +400.0% | 0.05% | -2.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $155,229 | -4.1% | 674 | +4.2% | 0.04% | -4.3% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap e | $150,750 | +51.7% | 6,871 | +57.8% | 0.04% | +51.7% | |
| NKE | Sell | NIKE INCcl b | $146,994 | -18.6% | 1,537 | -6.1% | 0.04% | -18.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $146,881 | +8.0% | 1,114 | -0.9% | 0.04% | +7.5% |
| NAT | NORDIC AMERICAN TANKERS LIMI | $146,672 | +12.3% | 35,600 | 0.0% | 0.04% | +13.2% | |
| RTX | RTX CORPORATION | $145,659 | -26.5% | 2,024 | 0.0% | 0.04% | -25.9% | |
| BDX | BECTON DICKINSON & CO | $142,709 | -2.1% | 552 | 0.0% | 0.04% | 0.0% | |
| MO | ALTRIA GROUP INC | $140,658 | -7.2% | 3,345 | 0.0% | 0.04% | -6.8% | |
| EPP | ISHARES INCmsci pac jp etf | $135,081 | -5.8% | 3,396 | 0.0% | 0.04% | -4.8% | |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $136,545 | +31.5% | 1,542 | +40.1% | 0.04% | +33.3% |
| MRK | Buy | MERCK & CO INC | $131,982 | -5.9% | 1,282 | +5.4% | 0.04% | -4.9% |
| IBDT | ISHARES TRibds dec28 etf | $133,175 | -1.9% | 5,542 | 0.0% | 0.04% | -2.5% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $130,339 | +1.1% | 929 | -3.5% | 0.04% | 0.0% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $128,588 | -30.3% | 2,025 | -27.1% | 0.04% | -29.6% |
| WOOD | Sell | ISHARES TRgl timb fore etf | $126,649 | -12.1% | 1,711 | -14.9% | 0.04% | -11.9% |
| WFC | WELLS FARGO CO NEW | $126,993 | -4.3% | 3,108 | 0.0% | 0.04% | -5.1% | |
| IYW | ISHARES TRu.s. tech etf | $126,219 | -3.6% | 1,203 | 0.0% | 0.04% | -2.6% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $117,002 | -6.2% | 282 | 0.0% | 0.03% | -5.6% | |
| IJH | ISHARES TRcore s&p mcp etf | $117,694 | -4.6% | 472 | 0.0% | 0.03% | -5.6% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $112,111 | +9.5% | 466 | 0.0% | 0.03% | +10.0% | |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $111,940 | +77.8% | 1,935 | +76.9% | 0.03% | +83.3% |
| CAT | CATERPILLAR INC | $107,835 | +11.0% | 395 | 0.0% | 0.03% | +14.3% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $110,073 | -3.0% | 855 | 0.0% | 0.03% | -3.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $109,638 | -4.1% | 2,889 | 0.0% | 0.03% | -3.0% | |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $109,989 | -8.4% | 715 | -5.5% | 0.03% | -8.6% |
| DSI | ISHARES TRmsci kld400 soc | $107,787 | -3.3% | 1,324 | 0.0% | 0.03% | 0.0% | |
| CVX | CHEVRON CORP NEW | $105,388 | +7.2% | 625 | 0.0% | 0.03% | +6.9% | |
| IP | INTERNATIONAL PAPER CO | $106,410 | +11.5% | 3,000 | 0.0% | 0.03% | +10.7% | |
| KO | COCA COLA CO | $101,828 | -7.0% | 1,819 | 0.0% | 0.03% | -6.2% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $100,164 | +104.9% | 481 | +116.7% | 0.03% | +107.1% |
| FXI | ISHARES TRchina lg-cap etf | $100,549 | -2.4% | 3,790 | 0.0% | 0.03% | -3.3% | |
| V | VISA INC | $98,790 | -3.1% | 430 | 0.0% | 0.03% | -3.3% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $97,341 | -3.6% | 429 | 0.0% | 0.03% | 0.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $100,628 | -23.9% | 1,365 | -22.5% | 0.03% | -25.6% |
| O | REALTY INCOME CORP | $99,033 | -16.5% | 1,983 | 0.0% | 0.03% | -17.1% | |
| OKE | New | ONEOK INC NEW | $96,414 | – | 1,520 | +100.0% | 0.03% | – |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $91,426 | +13.3% | 1,440 | +19.0% | 0.03% | +17.4% |
| QDEF | Sell | FLEXSHARES TRqlt div def idx | $90,980 | -20.1% | 1,682 | -17.5% | 0.03% | -18.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $91,217 | -0.8% | 1,033 | +0.8% | 0.03% | 0.0% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $92,249 | -3.9% | 990 | 0.0% | 0.03% | -3.6% | |
| IBDR | New | ISHARES TRibonds dec2026 | $91,987 | – | 3,942 | +100.0% | 0.03% | – |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $88,593 | -26.3% | 1,103 | -25.5% | 0.03% | -25.7% |
| UNP | Buy | UNION PAC CORP | $85,220 | +12.4% | 419 | +12.9% | 0.02% | +13.6% |
| SRE | Buy | SEMPRA | $85,582 | -6.5% | 1,258 | +100.0% | 0.02% | -7.4% |
| ISTB | ISHARES TRcore 1 5 yr usd | $86,685 | -0.6% | 1,869 | 0.0% | 0.02% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $82,639 | -9.8% | 1,029 | 0.0% | 0.02% | -11.1% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $82,410 | -3.6% | 1,570 | 0.0% | 0.02% | -4.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $83,006 | -5.4% | 2,004 | 0.0% | 0.02% | -7.7% | |
| LOW | Buy | LOWES COS INC | $77,733 | +1.0% | 374 | +9.7% | 0.02% | +4.5% |
| TIP | Sell | ISHARES TRtips bd etf | $76,961 | -40.7% | 742 | -38.4% | 0.02% | -39.5% |
| XLI | SELECT SECTOR SPDR TRindl | $77,455 | -5.5% | 764 | 0.0% | 0.02% | -4.2% | |
| IQLT | Buy | ISHARES TRmsci intl qualty | $78,648 | +1804.3% | 2,340 | +1917.2% | 0.02% | +2200.0% |
| AGZD | Buy | WISDOMTREE TRintrst rate hdge | $76,630 | -49.7% | 3,458 | +0.3% | 0.02% | -50.0% |
| CSCO | Sell | CISCO SYS INC | $70,426 | -31.6% | 1,310 | -34.2% | 0.02% | -30.0% |
| DVN | DEVON ENERGY CORP NEW | $71,550 | -1.3% | 1,500 | 0.0% | 0.02% | 0.0% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $71,880 | +31.8% | 270 | +36.4% | 0.02% | +31.2% |
| DIS | Buy | DISNEY WALT CO | $71,773 | -8.7% | 886 | +0.6% | 0.02% | -8.7% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $67,068 | -14.4% | 1,215 | -22.9% | 0.02% | -13.0% |
| DALI | Buy | FIRST TR EXCHANGE-TRADED FDdorseywrgt etf | $67,675 | +72.7% | 2,731 | +80.3% | 0.02% | +81.8% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $66,190 | -66.9% | 733 | -66.5% | 0.02% | -67.2% |
| LIACF | Sell | AMERICAN LITHIUM CORP | $64,064 | -31.9% | 44,800 | -4.3% | 0.02% | -29.6% |
| INTC | INTEL CORP | $63,813 | +6.3% | 1,795 | 0.0% | 0.02% | +11.8% | |
| NFLX | NETFLIX INC | $66,458 | -14.3% | 176 | 0.0% | 0.02% | -17.4% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $60,478 | -9.2% | 1,042 | 0.0% | 0.02% | -5.3% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $58,440 | -3.3% | 1,281 | 0.0% | 0.02% | -5.6% | |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $57,032 | -22.6% | 951 | -19.7% | 0.02% | -19.0% |
| OXM | New | OXFORD INDS INC | $57,678 | – | 600 | +100.0% | 0.02% | – |
| WY | WEYERHAEUSER CO MTN BE | $59,573 | -8.5% | 1,943 | 0.0% | 0.02% | -10.5% | |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $58,619 | +463.6% | 752 | +461.2% | 0.02% | +466.7% |
| IWD | ISHARES TRrus 1000 val etf | $58,406 | -3.8% | 385 | 0.0% | 0.02% | -5.6% | |
| COST | COSTCO WHSL CORP NEW | $53,954 | +4.9% | 96 | 0.0% | 0.02% | +6.7% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $54,262 | -2.6% | 162 | 0.0% | 0.02% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $54,203 | -4.7% | 781 | +0.1% | 0.02% | -5.9% |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $53,287 | -5.7% | 1,002 | 0.0% | 0.02% | 0.0% | |
| GLD | SPDR GOLD TR | $53,664 | -3.8% | 313 | 0.0% | 0.02% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $52,213 | -2.6% | 2,567 | 0.0% | 0.02% | -6.2% | |
| RYAN SPECIALTY HOLDINGS INCcl a | $48,400 | +7.8% | 1,000 | 0.0% | 0.01% | +7.7% | ||
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $48,341 | -2.4% | 1,440 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $46,558 | -8.7% | 578 | 0.0% | 0.01% | -6.7% | |
| New | AMERICAN CENTY ETF TRus large cap vlu | $49,151 | – | 933 | +100.0% | 0.01% | – | |
| DEM | WISDOMTREE TRemer mkt high fd | $45,747 | -2.1% | 1,221 | 0.0% | 0.01% | -7.1% | |
| GOVT | ISHARES TRus treas bd etf | $44,213 | -3.8% | 2,006 | 0.0% | 0.01% | 0.0% | |
| XT | ISHARES TRexponential tech | $42,656 | -6.1% | 817 | 0.0% | 0.01% | 0.0% | |
| ABT | Sell | ABBOTT LABS | $43,292 | -12.7% | 447 | -1.8% | 0.01% | -7.1% |
| TLTE | FLEXSHARES TRmstar emkt fac | $42,339 | -1.6% | 883 | 0.0% | 0.01% | -7.7% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $39,581 | -9.8% | 1,685 | 0.0% | 0.01% | -7.7% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $40,501 | -1.6% | 1,221 | 0.0% | 0.01% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $42,077 | -20.5% | 2,878 | 0.0% | 0.01% | -20.0% | |
| HRB | BLOCK H & R INC | $41,640 | +35.1% | 967 | 0.0% | 0.01% | +33.3% | |
| ASML | ASML HOLDING N V | $40,618 | -18.8% | 69 | 0.0% | 0.01% | -20.0% | |
| ORCL | ORACLE CORP | $38,979 | -11.1% | 368 | 0.0% | 0.01% | -15.4% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $37,823 | +62.6% | 853 | +52.3% | 0.01% | +57.1% |
| DOO | WISDOMTREE TRinterntnl ai enh | $38,766 | -3.7% | 1,032 | 0.0% | 0.01% | -8.3% | |
| BA | Sell | BOEING CO | $38,912 | -43.7% | 203 | -38.1% | 0.01% | -45.0% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $35,976 | -3.7% | 251 | 0.0% | 0.01% | 0.0% | |
| KR | KROGER CO | $36,830 | -4.8% | 823 | 0.0% | 0.01% | 0.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $34,670 | -4.7% | 1,118 | 0.0% | 0.01% | -9.1% | |
| IVE | ISHARES TRs&p 500 val etf | $32,615 | -4.6% | 212 | 0.0% | 0.01% | 0.0% | |
| OTTR | OTTER TAIL CORP | $34,468 | -3.8% | 454 | 0.0% | 0.01% | 0.0% | |
| CI | Buy | THE CIGNA GROUP | $32,899 | +67.5% | 115 | +64.3% | 0.01% | +66.7% |
| WM | Buy | WASTE MGMT INC DEL | $31,132 | -11.7% | 204 | +0.5% | 0.01% | -10.0% |
| CLX | Sell | CLOROX CO DEL | $29,227 | -18.0% | 223 | -0.4% | 0.01% | -10.0% |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $30,826 | -4.3% | 699 | 0.0% | 0.01% | 0.0% | |
| DIMENSIONAL ETF TRUSTus large cap val | $31,460 | -2.3% | 1,268 | 0.0% | 0.01% | 0.0% | ||
| AMAT | APPLIED MATLS INC | $29,461 | -4.4% | 213 | 0.0% | 0.01% | 0.0% | |
| D | DOMINION ENERGY INC | $31,716 | -13.7% | 710 | 0.0% | 0.01% | -18.2% | |
| SNPS | SYNOPSYS INC | $30,981 | +5.4% | 68 | 0.0% | 0.01% | 0.0% | |
| EWX | SPDR INDEX SHS FDSs&p emktsc etf | $30,003 | +1.8% | 561 | 0.0% | 0.01% | 0.0% | |
| ET | ENERGY TRANSFER L P | $31,021 | +10.5% | 2,211 | 0.0% | 0.01% | +12.5% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $30,149 | +9.7% | 571 | +12.4% | 0.01% | +12.5% |
| SAP | SAP SEspon adr | $31,167 | -5.5% | 241 | 0.0% | 0.01% | -10.0% | |
| NULC | NUSHARES ETF TResg large cap | $29,060 | -2.9% | 825 | 0.0% | 0.01% | 0.0% | |
| VTRS | Buy | VIATRIS INC | $25,640 | -0.4% | 2,600 | +0.8% | 0.01% | +14.3% |
| IDU | ISHARES TRu.s. utilits etf | $26,195 | -10.0% | 356 | 0.0% | 0.01% | 0.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $28,359 | -12.9% | 875 | 0.0% | 0.01% | -11.1% | |
| EMXC | Buy | ISHARES INCmsci emrg chn | $28,703 | -3.1% | 576 | +1.1% | 0.01% | -11.1% |
| F | FORD MTR CO DEL | $28,157 | -17.9% | 2,267 | 0.0% | 0.01% | -20.0% | |
| FDX | FEDEX CORP | $28,877 | +6.9% | 109 | 0.0% | 0.01% | 0.0% | |
| HYZD | WISDOMTREE TRhedged hi yld bd | $28,597 | +0.5% | 1,354 | 0.0% | 0.01% | 0.0% | |
| ADBE | Sell | ADOBE INC | $26,005 | +0.3% | 51 | -3.8% | 0.01% | 0.0% |
| WFHY | WISDOMTREE TRus hgh yld corp | $26,951 | -2.2% | 624 | 0.0% | 0.01% | 0.0% | |
| DVYE | ISHARES INCem mkts div etf | $27,989 | -2.8% | 1,175 | 0.0% | 0.01% | 0.0% | |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $26,568 | +281.7% | 340 | +290.8% | 0.01% | +300.0% |
| PM | PHILIP MORRIS INTL INC | $24,905 | -5.2% | 269 | 0.0% | 0.01% | -12.5% | |
| AZN | ASTRAZENECA PLCsponsored adr | $22,619 | -5.4% | 334 | 0.0% | 0.01% | 0.0% | |
| ABBV | ABBVIE INC | $25,043 | +10.6% | 168 | 0.0% | 0.01% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $22,834 | -6.1% | 125 | 0.0% | 0.01% | 0.0% | |
| Sell | AMERICAN CENTY ETF TRreal estate etf | $23,407 | -12.7% | 623 | -4.9% | 0.01% | -12.5% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $24,549 | +46.6% | 129 | +44.9% | 0.01% | +40.0% |
| WELL | WELLTOWER INC | $20,480 | +1.3% | 250 | 0.0% | 0.01% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $19,913 | -6.8% | 534 | 0.0% | 0.01% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $21,814 | -0.1% | 56 | 0.0% | 0.01% | 0.0% | |
| DIMENSIONAL ETF TRUSTinternational | $20,471 | -5.7% | 713 | 0.0% | 0.01% | 0.0% | ||
| IYH | ISHARES TRus hlthcare etf | $20,256 | -3.6% | 75 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $19,836 | -6.1% | 600 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE INC | $21,292 | -4.0% | 105 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $20,549 | -4.6% | 45 | 0.0% | 0.01% | 0.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $20,023 | -1.0% | 488 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $19,207 | +4.4% | 258 | 0.0% | 0.01% | +20.0% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $20,515 | +66.4% | 270 | +73.1% | 0.01% | +50.0% |
| EQT | EQT CORP | $20,290 | -1.3% | 500 | 0.0% | 0.01% | 0.0% | |
| GSK PLCsponsored adr | $19,648 | +1.7% | 542 | 0.0% | 0.01% | 0.0% | ||
| AEE | AMEREN CORP | $18,409 | -8.4% | 246 | 0.0% | 0.01% | -16.7% | |
| INVENTRUST PPTYS CORP | $17,953 | +2.9% | 754 | 0.0% | 0.01% | 0.0% | ||
| COP | Buy | CONOCOPHILLIPS | $15,694 | +558.3% | 131 | +469.6% | 0.01% | +400.0% |
| NVDA | Sell | NVIDIA CORPORATION | $18,705 | -5.9% | 43 | -8.5% | 0.01% | -16.7% |
| VWOB | VANGUARD WHITEHALL FDSem mk gov bd etf | $16,388 | -5.0% | 277 | 0.0% | 0.01% | 0.0% | |
| DIV | New | GLOBAL X FDSglobx supdv us | $17,232 | – | 1,064 | +100.0% | 0.01% | – |
| IWX | ISHARES TRrus tp200 vl etf | $17,454 | -3.1% | 267 | 0.0% | 0.01% | 0.0% | |
| Sell | DIMENSIONAL ETF TRUSTintl core equity | $17,840 | -8.8% | 764 | -5.2% | 0.01% | -16.7% | |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $15,851 | -40.5% | 209 | -37.4% | 0.01% | -37.5% |
| ECL | Sell | ECOLAB INC | $13,044 | -10.4% | 77 | -1.3% | 0.00% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $14,133 | +97.4% | 77 | +120.0% | 0.00% | +100.0% |
| TXN | Buy | TEXAS INSTRS INC | $13,278 | +158.8% | 84 | +189.7% | 0.00% | +300.0% |
| TSLA | Sell | TESLA INC | $12,261 | -27.9% | 49 | -24.6% | 0.00% | -20.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $13,064 | -3.5% | 158 | +1.3% | 0.00% | 0.0% |
| DOW | DOW INC | $13,870 | -3.2% | 269 | 0.0% | 0.00% | 0.0% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $11,988 | +55.7% | 47 | +62.1% | 0.00% | +100.0% |
| PGR | Buy | PROGRESSIVE CORP | $12,259 | +277.9% | 88 | +252.0% | 0.00% | +300.0% |
| SNY | SANOFIsponsored adr | $12,981 | -0.5% | 242 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $15,183 | +7.6% | 160 | 0.0% | 0.00% | 0.0% | |
| QCOM | Buy | QUALCOMM INC | $13,412 | -6.1% | 121 | +0.8% | 0.00% | 0.0% |
| VCV | INVESCO CALIF VALUE MUN INCO | $13,699 | -12.0% | 1,625 | 0.0% | 0.00% | -20.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $13,556 | -5.7% | 209 | 0.0% | 0.00% | 0.0% | |
| KRE | SPDR SER TRs&p regl bkg | $15,038 | +2.3% | 360 | 0.0% | 0.00% | 0.0% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $14,986 | -13.2% | 124 | -0.8% | 0.00% | -20.0% |
| CTVA | Sell | CORTEVA INC | $12,842 | -13.0% | 251 | -2.7% | 0.00% | 0.0% |
| ADI | ANALOG DEVICES INC | $12,957 | -10.1% | 74 | 0.0% | 0.00% | 0.0% | |
| FB | META PLATFORMS INCcl a | $13,360 | +4.6% | 45 | 0.0% | 0.00% | 0.0% | |
| ETN | Buy | EATON CORP PLC | $14,504 | +67.7% | 68 | +58.1% | 0.00% | +33.3% |
| AZO | AUTOZONE INC | $12,700 | +1.9% | 5 | 0.0% | 0.00% | 0.0% | |
| HWKN | HAWKINS INC | $15,007 | +23.4% | 255 | 0.0% | 0.00% | 0.0% | |
| ALRS | ALERUS FINL CORP | $13,272 | +1.1% | 730 | 0.0% | 0.00% | 0.0% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $12,131 | +171.1% | 40 | +166.7% | 0.00% | +300.0% |
| UNM | Sell | UNUM GROUP | $13,970 | -15.1% | 284 | -17.7% | 0.00% | -20.0% |
| SDG | ISHARES TRmsci gbl sus dev | $11,998 | -5.7% | 161 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $9,976 | -9.7% | 66 | 0.0% | 0.00% | 0.0% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $8,646 | -4.8% | 118 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $11,546 | -7.9% | 127 | 0.0% | 0.00% | -25.0% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $8,605 | +135.6% | 17 | +142.9% | 0.00% | +200.0% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $11,369 | +13.1% | 230 | +9.5% | 0.00% | 0.0% |
| STRA | STRATEGIC ED INC | $10,234 | +10.9% | 136 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $10,196 | -15.2% | 62 | 0.0% | 0.00% | -25.0% | |
| AIRR | FIRST TR EXCHANGE-TRADED FDrba indl etf | $11,386 | -4.7% | 221 | 0.0% | 0.00% | 0.0% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $11,005 | +141.4% | 25 | +150.0% | 0.00% | +200.0% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $10,687 | -4.5% | 259 | 0.0% | 0.00% | 0.0% | |
| MCK | New | MCKESSON CORP | $10,002 | – | 23 | +100.0% | 0.00% | – |
| APPN | APPIAN CORPcl a | $9,122 | -4.2% | 200 | 0.0% | 0.00% | 0.0% | |
| MCHI | ISHARES TRmsci china etf | $11,905 | -3.2% | 275 | 0.0% | 0.00% | -25.0% | |
| GENERAL ELECTRIC CO | $9,508 | +0.6% | 86 | 0.0% | 0.00% | 0.0% | ||
| CB | Buy | CHUBB LIMITED | $9,785 | +464.3% | 47 | +422.2% | 0.00% | +200.0% |
| EWJ | ISHARES INCmsci jpn etf new | $8,682 | -2.6% | 144 | 0.0% | 0.00% | 0.0% | |
| HUM | HUMANA INC | $9,244 | +8.8% | 19 | 0.0% | 0.00% | +50.0% | |
| AON | New | AON PLC | $10,700 | – | 33 | +100.0% | 0.00% | – |
| SYLVAMO CORP | $11,864 | +8.6% | 270 | 0.0% | 0.00% | 0.0% | ||
| SCZ | Sell | ISHARES TReafe sml cp etf | $8,640 | -27.1% | 153 | -23.9% | 0.00% | 0.0% |
| APH | Sell | AMPHENOL CORP NEWcl a | $7,224 | -7.6% | 86 | -6.5% | 0.00% | 0.0% |
| ARW | ARROW ELECTRS INC | $7,139 | -12.6% | 57 | 0.0% | 0.00% | 0.0% | |
| AME | Sell | AMETEK INC | $7,832 | -14.4% | 53 | -7.0% | 0.00% | -33.3% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $5,428 | -58.5% | 223 | -56.8% | 0.00% | -50.0% |
| GS | GOLDMAN SACHS GROUP INC | $8,090 | +0.3% | 25 | 0.0% | 0.00% | 0.0% | |
| ESGD | ISHARES TResg aw msci eafe | $6,153 | -5.2% | 89 | 0.0% | 0.00% | 0.0% | |
| ABC | CENCORA INC | $5,220 | -6.5% | 29 | 0.0% | 0.00% | 0.0% | |
| SUSL | ISHARES TResg msci leadr | $7,391 | -2.6% | 98 | 0.0% | 0.00% | 0.0% | |
| FIVE | FIVE BELOW INC | $6,597 | -18.1% | 41 | 0.0% | 0.00% | 0.0% | |
| ESML | ISHARES TResg aware msci | $8,346 | -5.3% | 248 | 0.0% | 0.00% | -33.3% | |
| FAST | FASTENAL CO | $7,049 | -7.4% | 129 | 0.0% | 0.00% | 0.0% | |
| LOPE | GRAND CANYON ED INC | $5,611 | +13.2% | 48 | 0.0% | 0.00% | +100.0% | |
| EFX | Sell | EQUIFAX INC | $6,229 | -24.4% | 34 | -2.9% | 0.00% | 0.0% |
| JOUT | JOHNSON OUTDOORS INCcl a | $7,239 | -10.5% | 132 | 0.0% | 0.00% | 0.0% | |
| KLAC | Buy | KLA CORP | $5,504 | +466.8% | 12 | +500.0% | 0.00% | – |
| KHC | Buy | KRAFT HEINZ CO | $6,645 | -4.6% | 198 | +1.0% | 0.00% | 0.0% |
| HPQ | HP INC | $5,834 | -16.3% | 227 | 0.0% | 0.00% | 0.0% | |
| WST | WEST PHARMACEUTICAL SVSC INC | $7,129 | -1.9% | 19 | 0.0% | 0.00% | 0.0% | |
| AVUS | AMERICAN CENTY ETF TRus eqt etf | $5,935 | -2.6% | 81 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RES INC | $8,493 | +10.8% | 67 | 0.0% | 0.00% | 0.0% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $8,256 | +136.5% | 42 | +121.1% | 0.00% | +100.0% |
| SSYS | STRATASYS LTD | $6,302 | -23.4% | 463 | 0.0% | 0.00% | 0.0% | |
| HALEON PLCspon ads | $5,632 | -0.6% | 676 | 0.0% | 0.00% | 0.0% | ||
| BAC | BANK AMERICA CORP | $5,915 | -4.6% | 216 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $7,487 | +11.3% | 119 | 0.0% | 0.00% | 0.0% | |
| CSGP | COSTAR GROUP INC | $6,536 | -13.6% | 85 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $8,323 | -6.2% | 115 | 0.0% | 0.00% | -33.3% | |
| NDAQ | New | NASDAQ INC | $5,540 | – | 114 | +100.0% | 0.00% | – |
| BBY | Sell | BEST BUY INC | $6,951 | -17.7% | 100 | -2.9% | 0.00% | 0.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $7,524 | -4.0% | 32 | 0.0% | 0.00% | 0.0% | |
| ANSS | Sell | ANSYS INC | $6,844 | -13.7% | 23 | -4.2% | 0.00% | 0.0% |
| WK | WORKIVA INC | $5,372 | -0.3% | 53 | 0.0% | 0.00% | 0.0% | |
| HEI | HEICO CORP NEW | $7,125 | -8.5% | 44 | 0.0% | 0.00% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $8,273 | -2.0% | 19 | 0.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $6,565 | -7.3% | 17 | 0.0% | 0.00% | 0.0% | |
| ACWI | ISHARES TRmsci acwi etf | $7,113 | -3.7% | 77 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $7,174 | -25.2% | 265 | 0.0% | 0.00% | -33.3% | |
| SO | New | SOUTHERN CO | $7,832 | – | 121 | +100.0% | 0.00% | – |
| GLOB | GLOBANT S A | $6,727 | +10.1% | 34 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $8,528 | -24.0% | 304 | 0.0% | 0.00% | -33.3% | |
| IEX | Sell | IDEX CORP | $7,281 | -7.3% | 35 | -5.4% | 0.00% | 0.0% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $8,286 | -2.1% | 316 | 0.0% | 0.00% | 0.0% | |
| PXD | New | PIONEER NAT RES CO | $5,739 | – | 25 | +100.0% | 0.00% | – |
| PIPR | PIPER SANDLER COMPANIES | $7,266 | +12.4% | 50 | 0.0% | 0.00% | 0.0% | |
| WISDOMTREE TRbattery vl chain | $8,357 | -16.1% | 286 | 0.0% | 0.00% | -33.3% | ||
| RB GLOBAL INC | $5,750 | +4.2% | 92 | 0.0% | 0.00% | 0.0% | ||
| MDYG | SPDR SER TRs&p 400 mdcp grw | $8,090 | -3.5% | 117 | 0.0% | 0.00% | 0.0% | |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $5,242 | +0.8% | 95 | +18.8% | 0.00% | 0.0% |
| VLUE | ISHARES TRmsci usa value | $6,351 | -3.3% | 70 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP | $5,152 | -9.6% | 97 | 0.0% | 0.00% | 0.0% | |
| TFC | Sell | TRUIST FINL CORP | $2,232 | -7.5% | 78 | -2.5% | 0.00% | 0.0% |
| FCO | ABRDN GLOBAL INCOME FUND INC | $4,186 | +0.3% | 700 | 0.0% | 0.00% | 0.0% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $4,869 | +3.1% | 52 | -7.1% | 0.00% | 0.0% |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $4,194 | -1.0% | 252 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $4,138 | -7.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ALRM | ALARM COM HLDGS INC | $3,852 | +18.3% | 63 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $2,748 | -13.7% | 9 | 0.0% | 0.00% | 0.0% | |
| AMED | AMEDISYS INC | $3,550 | +2.2% | 38 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $4,288 | -10.7% | 57 | 0.0% | 0.00% | 0.0% | |
| BLL | BALL CORP | $3,684 | -14.5% | 74 | 0.0% | 0.00% | 0.0% | |
| WRB | BERKLEY W R CORP | $4,572 | +6.6% | 72 | 0.0% | 0.00% | 0.0% | |
| TECH | BIO-TECHNE CORP | $4,357 | -16.6% | 64 | 0.0% | 0.00% | -50.0% | |
| BL | BLACKLINE INC | $2,386 | +3.1% | 43 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $3,738 | -4.3% | 5 | 0.0% | 0.00% | 0.0% | |
| CDW | CDW CORP | $2,321 | +9.9% | 12 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $3,004 | +8.1% | 15 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $4,108 | -10.1% | 100 | 0.0% | 0.00% | 0.0% | |
| CRL | CHARLES RIV LABS INTL INC | $3,136 | -6.8% | 16 | 0.0% | 0.00% | 0.0% | |
| CGNX | COGNEX CORP | $2,504 | -24.3% | 59 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $4,273 | +2.1% | 17 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $1,842 | +14.0% | 11 | 0.0% | 0.00% | – | |
| CMI | CUMMINS INC | $1,828 | -6.8% | 8 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORPORATION | $3,102 | +3.4% | 13 | 0.0% | 0.00% | 0.0% | |
| APPS | DIGITAL TURBINE INC | $3,025 | -34.8% | 500 | 0.0% | 0.00% | 0.0% | |
| DIGITALBRIDGE GROUP INCcl a new | $3,780 | +19.5% | 215 | 0.0% | 0.00% | 0.0% | ||
| EPR | EPR PPTYS | $2,451 | -11.3% | 59 | 0.0% | 0.00% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $1,802 | -26.5% | 26 | 0.0% | 0.00% | 0.0% | |
| ENSG | ENSIGN GROUP INC | $3,253 | -2.7% | 35 | 0.0% | 0.00% | 0.0% | |
| ENTG | ENTEGRIS INC | $2,442 | -15.3% | 26 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $3,423 | -5.0% | 37 | 0.0% | 0.00% | 0.0% | |
| EXPE | EXPEDIA GROUP INC | $4,536 | -5.8% | 44 | 0.0% | 0.00% | 0.0% | |
| EXPO | EXPONENT INC | $2,911 | -8.3% | 34 | 0.0% | 0.00% | 0.0% | |
| TILT | FLEXSHARES TRmornstar usmkt | $4,235 | -3.4% | 26 | 0.0% | 0.00% | 0.0% | |
| FND | FLOOR & DECOR HLDGS INCcl a | $1,810 | -13.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS INNOVATIONS I | $2,673 | -13.6% | 43 | 0.0% | 0.00% | 0.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $1,906 | -16.2% | 28 | 0.0% | 0.00% | 0.0% | ||
| GDDY | Sell | GODADDY INCcl a | $3,352 | -6.1% | 45 | -6.2% | 0.00% | 0.0% |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,600 | +18.3% | 40 | 0.0% | 0.00% | 0.0% | |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $2,608 | -2.5% | 123 | +15.0% | 0.00% | 0.0% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,943 | +3.4% | 227 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $2,555 | +11.5% | 5 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $4,483 | -7.6% | 20 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $2,676 | -9.5% | 31 | 0.0% | 0.00% | 0.0% | |
| REET | ISHARES TRglobal reit etf | $3,091 | -7.8% | 146 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,382 | -21.0% | 18 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC | $1,797 | +13.7% | 119 | 0.0% | 0.00% | – | ||
| LRCX | LAM RESEARCH CORP | $4,388 | -2.5% | 7 | 0.0% | 0.00% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $2,863 | -11.2% | 7 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $2,003 | -9.4% | 37 | 0.0% | 0.00% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $3,168 | +0.7% | 8 | 0.0% | 0.00% | 0.0% | |
| MEDP | MEDPACE HLDGS INC | $2,422 | +0.8% | 10 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,420 | -12.9% | 31 | 0.0% | 0.00% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $3,267 | -7.8% | 40 | -4.8% | 0.00% | 0.0% |
| NATI | NATIONAL INSTRS CORP | $3,876 | +3.9% | 65 | 0.0% | 0.00% | 0.0% | |
| NEE | Sell | NEXTERA ENERGY INC | $1,948 | -34.4% | 34 | -15.0% | 0.00% | 0.0% |
| NOK | NOKIA CORPsponsored adr | $3,438 | -10.1% | 919 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $1,807 | -6.3% | 26 | 0.0% | 0.00% | 0.0% | |
| NUSA | NUSHARES ETF TRnuveen esg 1-5 | $4,463 | -0.8% | 197 | 0.0% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $1,818 | -4.9% | 2 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $2,077 | -12.5% | 16 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $3,283 | -8.2% | 14 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $3,890 | -19.3% | 15 | 0.0% | 0.00% | 0.0% | |
| PCTY | PAYLOCITY HLDG CORP | $4,906 | -1.5% | 27 | 0.0% | 0.00% | 0.0% | |
| PYPL | Sell | PAYPAL HLDGS INC | $4,794 | -17.9% | 82 | -6.8% | 0.00% | -50.0% |
| PEGA | PEGASYSTEMS INC | $2,084 | -12.0% | 48 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $3,933 | -6.4% | 38 | 0.0% | 0.00% | 0.0% | |
| PLD | Sell | PROLOGIS INC. | $1,796 | -95.2% | 16 | -94.8% | 0.00% | -90.9% |
| PROSHARES TRultrashrt s&p500 | $1,856 | +8.2% | 50 | 0.0% | 0.00% | – | ||
| RBLX | ROBLOX CORPcl a | $3,620 | -28.1% | 125 | 0.0% | 0.00% | 0.0% | |
| ROL | ROLLINS INC | $4,629 | -12.8% | 124 | 0.0% | 0.00% | -50.0% | |
| SPGI | S&P GLOBAL INC | $3,472 | -8.8% | 10 | 0.0% | 0.00% | 0.0% | |
| SPSC | SPS COMM INC | $3,242 | -11.2% | 19 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $4,050 | -7.0% | 106 | 0.0% | 0.00% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $4,788 | -3.1% | 87 | 0.0% | 0.00% | 0.0% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $4,828 | -22.8% | 272 | -15.0% | 0.00% | -50.0% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $1,932 | -5.2% | 12 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $2,236 | -0.5% | 4 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $4,159 | -0.2% | 920 | 0.0% | 0.00% | 0.0% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $4,930 | -15.2% | 50 | -5.7% | 0.00% | -50.0% |
| SNA | SNAP ON INC | $4,081 | -11.5% | 16 | 0.0% | 0.00% | 0.0% | |
| SQSP | SQUARESPACE INCclass a | $2,086 | -8.1% | 72 | 0.0% | 0.00% | 0.0% | |
| TKR | TIMKEN CO | $4,998 | -19.7% | 68 | 0.0% | 0.00% | -50.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $4,209 | -13.0% | 27 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $2,835 | +20.8% | 20 | 0.0% | 0.00% | 0.0% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $4,093 | -3.7% | 52 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,824 | -6.1% | 66 | 0.0% | 0.00% | 0.0% | |
| VRSK | Sell | VERISK ANALYTICS INC | $4,725 | -2.8% | 20 | -9.1% | 0.00% | 0.0% |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,000 | -1.2% | 12 | 0.0% | 0.00% | 0.0% | |
| WARNER BROS DISCOVERY INC | $3,269 | -13.4% | 301 | 0.0% | 0.00% | 0.0% | ||
| WSO | WATSCO INC | $3,778 | -1.0% | 10 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INCcl a | $2,149 | -4.9% | 10 | 0.0% | 0.00% | 0.0% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $2,806 | -28.6% | 25 | -7.4% | 0.00% | 0.0% |
| LINDE PLC | $4,283 | -2.3% | 12 | 0.0% | 0.00% | 0.0% | ||
| LYB | LYONDELLBASELL INDUSTRIES N | $1,800 | +3.2% | 19 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $1,201 | -19.9% | 6 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC | $572 | -13.2% | 2 | 0.0% | 0.00% | – | |
| REGN | REGENERON PHARMACEUTICALS | $1,646 | +14.5% | 2 | 0.0% | 0.00% | – | |
| TMFC | New | RBB FD INCmotley fol etf | $158 | – | 4 | +100.0% | 0.00% | – |
| PGNY | PROGYNY INC | $1,497 | -13.5% | 44 | 0.0% | 0.00% | -100.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $577 | -4.9% | 8 | 0.0% | 0.00% | – | |
| PKG | PACKAGING CORP AMER | $1,075 | +16.1% | 7 | 0.0% | 0.00% | – | |
| PCAR | PACCAR INC | $511 | +1.8% | 6 | 0.0% | 0.00% | – | |
| KIDS | ORTHOPEDIATRICS CORP | $1,344 | -27.0% | 42 | 0.0% | 0.00% | -100.0% | |
| ORION OFFICE REIT INC | $240 | -21.3% | 46 | 0.0% | 0.00% | – | ||
| OGN | ORGANON & CO | $886 | -16.6% | 51 | 0.0% | 0.00% | – | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $819 | +10.7% | 2 | 0.0% | 0.00% | – | |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,576 | -22.8% | 8 | -11.1% | 0.00% | -100.0% |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| NEM | Sell | NEWMONT CORP | $296 | -37.0% | 8 | -27.3% | 0.00% | – |
| NEW YORK MTG TR INC | $51 | -15.0% | 6 | 0.0% | 0.00% | – | ||
| NEOG | NEOGEN CORP | $1,595 | -14.8% | 86 | 0.0% | 0.00% | -100.0% | |
| MIRO | New | MIROMATRIX MED INC | $1,310 | – | 1,000 | +100.0% | 0.00% | – |
| MASTERBRAND INC | $523 | +4.4% | 43 | 0.0% | 0.00% | – | ||
| VOX | VANGUARD WORLD FDS | $737 | -1.1% | 7 | 0.0% | 0.00% | – | |
| MLM | MARTIN MARIETTA MATLS INC | $411 | -11.0% | 1 | 0.0% | 0.00% | – | |
| MPC | MARATHON PETE CORP | $909 | +29.9% | 6 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $49 | -36.4% | 34 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP | $780 | -20.9% | 17 | 0.0% | 0.00% | – | |
| LPLA | LPL FINL HLDGS INC | $1,189 | +9.3% | 5 | 0.0% | 0.00% | – | |
| EAGG | ISHARES TResg awr us agrgt | $771 | -3.9% | 17 | 0.0% | 0.00% | – | |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $738 | – | 5 | +100.0% | 0.00% | – |
| ISRG | INTUITIVE SURGICAL INC | $877 | -14.5% | 3 | 0.0% | 0.00% | – | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $331 | -2.6% | 3 | 0.0% | 0.00% | – | |
| IDXX | IDEXX LABS INC | $438 | -12.9% | 1 | 0.0% | 0.00% | – | |
| IAC | Sell | IAC INC | $1,059 | -23.4% | 21 | -4.5% | 0.00% | – |
| HES | HESS CORP | $1,377 | +12.5% | 9 | 0.0% | 0.00% | – | |
| ROP | ROPER TECHNOLOGIES INC | $485 | +0.8% | 1 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $1,231 | -8.6% | 67 | 0.0% | 0.00% | – | |
| GDYN | GRID DYNAMICS HLDGS INCcl a | $1,608 | +31.7% | 132 | 0.0% | 0.00% | – | |
| OKTA | Exit | OKTA INCcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| FRPT | FRESHPET INC | $1,384 | +0.1% | 21 | 0.0% | 0.00% | – | |
| FTNT | FORTINET INC | $294 | -22.2% | 5 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,280 | +0.3% | 135 | 0.0% | 0.00% | – | |
| FIVN | FIVE9 INC | $1,479 | -22.0% | 23 | 0.0% | 0.00% | -100.0% | |
| EXR | EXTRA SPACE STORAGE INC | $973 | -18.3% | 8 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $107 | -2.7% | 1 | 0.0% | 0.00% | – | |
| ES | EVERSOURCE ENERGY | $1,047 | -18.0% | 18 | 0.0% | 0.00% | – | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $468 | -21.9% | 21 | 0.0% | 0.00% | – | |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -2 | -100.0% | 0.00% | – |
| EQIX | EQUINIX INC | $727 | -7.3% | 1 | 0.0% | 0.00% | – | |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -7 | -100.0% | 0.00% | – |
| ASPEN TECHNOLOGY INC | $1,430 | +21.8% | 7 | 0.0% | 0.00% | – | ||
| EMBECTA CORP | $1,626 | -30.3% | 108 | 0.0% | 0.00% | -100.0% | ||
| EA | Sell | ELECTRONIC ARTS INC | $1,325 | -18.3% | 11 | -15.4% | 0.00% | – |
| DG | Sell | DOLLAR GEN CORP NEW | $741 | -48.7% | 7 | -22.2% | 0.00% | – |
| WHR | WHIRLPOOL CORP | $1,070 | -10.2% | 8 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC | $388 | +3.2% | 12 | 0.0% | 0.00% | – | |
| DEFINITIVE HEALTHCARE CORP | $616 | -27.3% | 77 | 0.0% | 0.00% | – | ||
| DXC | DXC TECHNOLOGY CO | $334 | -22.0% | 16 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $894 | -9.8% | 9 | 0.0% | 0.00% | – | |
| CCI | CROWN CASTLE INC | $921 | -19.2% | 10 | 0.0% | 0.00% | – | |
| CPRT | Buy | COPART INC | $345 | -5.5% | 8 | +100.0% | 0.00% | – |
| CL | COLGATE PALMOLIVE CO | $320 | -7.8% | 5 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC | $469 | +2.6% | 18 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $1,234 | -10.7% | 30 | 0.0% | 0.00% | – | |
| LNG | CHENIERE ENERGY INC | $664 | +8.9% | 4 | 0.0% | 0.00% | – | |
| CERT | CERTARA INC | $1,454 | -20.2% | 100 | 0.0% | 0.00% | -100.0% | |
| CNP | CENTERPOINT ENERGY INC | $135 | -7.5% | 5 | 0.0% | 0.00% | – | |
| COF | CAPITAL ONE FINL CORP | $728 | -11.3% | 8 | 0.0% | 0.00% | – | |
| WRK | Exit | WESTROCK CO | $0 | – | -6 | -100.0% | 0.00% | – |
| CANADIAN PACIFIC KANSAS CITY | $373 | -7.7% | 5 | 0.0% | 0.00% | – | ||
| CDNS | CADENCE DESIGN SYSTEM INC | $703 | -0.1% | 3 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $19 | -17.4% | 2 | 0.0% | 0.00% | – | ||
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $245 | +3.4% | 5 | 0.0% | 0.00% | – | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $853 | -35.4% | 52 | 0.0% | 0.00% | – | |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,202 | -2.1% | 11 | 0.0% | 0.00% | – | |
| BLK | BLACKROCK INC | $1,293 | -6.5% | 2 | 0.0% | 0.00% | – | |
| BHP | BHP GROUP LTDsponsored ads | $1,479 | -4.7% | 26 | 0.0% | 0.00% | – | |
| IGT | INTERNATIONAL GAME TECHNOLOG | $607 | -4.9% | 20 | 0.0% | 0.00% | – | |
| JCI | JOHNSON CTLS INTL PLC | $1,118 | -21.9% | 21 | 0.0% | 0.00% | – | |
| PAYX | Exit | PAYCHEX INC | $0 | – | -3 | -100.0% | 0.00% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -6 | -100.0% | 0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -1 | -100.0% | 0.00% | – |
| UAL | UNITED AIRLS HLDGS INC | $170 | -22.7% | 4 | 0.0% | 0.00% | – | |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $1,450 | -68.3% | 10 | -66.7% | 0.00% | -100.0% |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| ULTA | ULTA BEAUTY INC | $799 | -15.2% | 2 | 0.0% | 0.00% | – | |
| AMN | AMN HEALTHCARE SVCS INC | $1,449 | -21.9% | 17 | 0.0% | 0.00% | -100.0% | |
| TPR | TAPESTRY INC | $87 | -32.6% | 3 | 0.0% | 0.00% | – | |
| SWK | STANLEY BLACK & DECKER INC | $209 | -11.1% | 3 | 0.0% | 0.00% | – | |
| HSIC | HENRY SCHEIN INC | $1,634 | -8.5% | 22 | 0.0% | 0.00% | -100.0% | |
| XAR | New | SPDR SER TRaerospace def | $785 | – | 7 | +100.0% | 0.00% | – |
| RUMBLE INC | $510 | -42.8% | 100 | 0.0% | 0.00% | – | ||
| AVY | AVERY DENNISON CORP | $1,645 | +6.3% | 9 | 0.0% | 0.00% | – | |
| AVB | AVALONBAY CMNTYS INC | $1,374 | -9.3% | 8 | 0.0% | 0.00% | – | |
| STE | STERIS PLC | $330 | -2.4% | 2 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $1,045 | -11.3% | 5 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $576 | +5.3% | 10 | 0.0% | 0.00% | – | |
| GRMN | GARMIN LTD | $369 | +0.8% | 4 | 0.0% | 0.00% | – | |
| TEL | TE CONNECTIVITY LTD | $371 | -11.9% | 3 | 0.0% | 0.00% | – | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $868 | +4.1% | 10 | 0.0% | 0.00% | – | |
| KRNT | KORNIT DIGITAL LTD | $889 | -35.6% | 47 | 0.0% | 0.00% | – | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,337 | -46.7% | 13 | -40.9% | 0.00% | -100.0% |
| ACM | AECOM | $1,246 | -2.0% | 15 | 0.0% | 0.00% | – | |
| FTV | Exit | FORTIVE CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -7 | -100.0% | 0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| CHD | Exit | CHURCH & DWIGHT CO INC | $0 | – | -2 | -100.0% | 0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -5 | -100.0% | 0.00% | – |
| VMW | Exit | VMWARE INC | $0 | – | -1 | -100.0% | 0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -2 | -100.0% | 0.00% | – |
| CCK | Exit | CROWN HLDGS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -2 | -100.0% | 0.00% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -2 | -100.0% | 0.00% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| FITE | Exit | SPDR SER TRs&p kensho futre | $0 | – | -5 | -100.0% | 0.00% | – |
| VMEO | Exit | VIMEO INC | $0 | – | -1 | -100.0% | 0.00% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
| TRU | Exit | TRANSUNION | $0 | – | -2 | -100.0% | 0.00% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -5 | -100.0% | 0.00% | – |
| BCD | Exit | ABRDN ETFS | $0 | – | -54 | -100.0% | -0.00% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -70 | -100.0% | -0.00% | – |
| XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -16 | -100.0% | -0.00% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -85 | -100.0% | -0.00% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -30 | -100.0% | -0.00% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -102 | -100.0% | -0.00% | – |
| IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -117 | -100.0% | -0.00% | – |
| NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -311 | -100.0% | -0.00% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -280 | -100.0% | -0.00% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -282 | -100.0% | -0.00% | – |
| Exit | GLOBAL X FDSglobx supdv us | $0 | – | -1,064 | -100.0% | -0.01% | – | |
| XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -512 | -100.0% | -0.01% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -2,632 | -100.0% | -0.04% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -2,280 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 2 | Q3 2023 | 6.6% |
| SPDR SER TR | 2 | Q3 2023 | 5.6% |
| VANGUARD BD INDEX FDS | 2 | Q3 2023 | 5.4% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 4.6% |
| SPDR SER TR | 2 | Q3 2023 | 4.0% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 3.2% |
| VANGUARD WHITEHALL FDS | 2 | Q3 2023 | 3.1% |
| ISHARES TR | 2 | Q3 2023 | 3.2% |
| VANGUARD TAX-MANAGED FDS | 2 | Q3 2023 | 3.0% |
| VANGUARD SCOTTSDALE FDS | 2 | Q3 2023 | 3.0% |
View Cherry Tree Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
View Cherry Tree Wealth Management, 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.