$214 Million is the total value of Financial Perspectives, Inc's 689 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | Sell | MEDTRONIC PLC | $24,922,660 | +6.4% | 224,630 | -0.8% | 11.64% | +5.1% |
| VGT | VANGUARD WORLD FDSinf tech etf | $12,610,788 | -9.1% | 30,279 | 0.0% | 5.89% | -10.2% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $11,647,700 | +2.4% | 103,766 | +2.3% | 5.44% | +1.1% |
| AAPL | Buy | APPLE INC | $11,078,973 | -1.4% | 63,450 | +0.2% | 5.18% | -2.6% |
| MSFT | Buy | MICROSOFT CORP | $10,142,736 | -7.3% | 32,898 | +1.1% | 4.74% | -8.5% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $7,303,325 | +3.0% | 164,898 | -1.2% | 3.41% | +1.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,142,618 | -2.8% | 44,047 | +3.0% | 3.34% | -4.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $6,904,476 | -5.4% | 90,396 | +3.6% | 3.22% | -6.6% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $6,058,771 | +19.6% | 120,525 | +20.1% | 2.83% | +18.2% |
| HDV | Buy | ISHARES TRcore high dv etf | $5,200,400 | +11.0% | 48,652 | +4.9% | 2.43% | +9.6% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $3,813,706 | -1.6% | 48,247 | +6.3% | 1.78% | -2.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,653,231 | -2.1% | 1,308 | +1.4% | 1.71% | -3.3% |
| VOO | Sell | VANGUARD INDEX FDS | $3,630,737 | -6.3% | 8,745 | -1.5% | 1.70% | -7.5% |
| AMZN | Buy | AMAZON COM INC | $3,400,128 | -0.7% | 1,043 | +1.6% | 1.59% | -1.9% |
| FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $3,004,357 | +3.1% | 65,526 | +5.0% | 1.40% | +1.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,930,462 | -10.5% | 28,107 | +3.3% | 1.37% | -11.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,814,230 | -8.8% | 7,763 | +0.0% | 1.31% | -10.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,666,110 | -4.5% | 5,903 | +0.4% | 1.24% | -5.7% |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $2,418,922 | -1.5% | 35,772 | -2.2% | 1.13% | -2.8% |
| MMM | 3M CO | $2,329,329 | -16.2% | 15,646 | 0.0% | 1.09% | -17.2% | |
| ABBV | Buy | ABBVIE INC | $1,995,250 | +22.5% | 12,308 | +2.3% | 0.93% | +21.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,942,163 | +4.9% | 3,808 | +3.2% | 0.91% | +3.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $1,675,546 | +5.5% | 52,756 | +3.6% | 0.78% | +4.3% |
| AVGO | Buy | BROADCOM INC | $1,603,847 | +1.3% | 2,547 | +7.0% | 0.75% | 0.0% |
| MELI | Buy | MERCADOLIBRE INC | $1,571,910 | -5.6% | 1,322 | +7.0% | 0.73% | -6.7% |
| JNJ | JOHNSON &JOHNSON | $1,453,687 | +3.6% | 8,202 | 0.0% | 0.68% | +2.3% | |
| TSLA | Buy | TESLA INC | $1,316,423 | +4.9% | 1,222 | +2.9% | 0.62% | +3.7% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,196,698 | -9.7% | 11,614 | +0.6% | 0.56% | -10.8% |
| NVDA | Buy | NVIDIA CORPORATION | $1,172,063 | -4.3% | 4,295 | +3.1% | 0.55% | -5.5% |
| GIS | GENERAL MLS INC | $1,143,791 | +0.5% | 16,890 | 0.0% | 0.53% | -0.7% | |
| SHOP | New | SHOPIFY INCcl a | $1,123,446 | – | 1,662 | +100.0% | 0.52% | – |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $1,120,304 | +14.3% | 5,718 | +16.6% | 0.52% | +13.0% |
| FB | Buy | META PLATFORMS INCcl a | $1,064,579 | -28.2% | 4,788 | +8.6% | 0.50% | -29.1% |
| EFV | Buy | ISHARES TReafe value etf | $1,059,740 | +5.4% | 21,085 | +5.7% | 0.50% | +4.2% |
| ABT | ABBOTT LABS | $1,045,000 | -15.9% | 8,829 | 0.0% | 0.49% | -17.0% | |
| USB | Buy | US BANCORP DEL | $1,040,905 | -5.3% | 19,584 | +0.1% | 0.49% | -6.5% |
| PFE | Buy | PFIZER INC | $993,932 | -12.3% | 19,199 | +0.1% | 0.46% | -13.4% |
| STIP | New | ISHARES TR0-5 yr tips etf | $990,004 | – | 9,434 | +100.0% | 0.46% | – |
| ASML | Buy | ASML HOLDING N V | $974,891 | -11.6% | 1,460 | +5.4% | 0.46% | -12.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $941,440 | -4.9% | 8,687 | +1.8% | 0.44% | -6.0% |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $935,833 | – | 12,405 | +100.0% | 0.44% | – |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $930,624 | +18.0% | 2,637 | 0.0% | 0.44% | +16.6% | |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $915,550 | +4586.0% | 43,723 | +3297.3% | 0.43% | +4655.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $822,824 | +7.8% | 1,814 | +13.4% | 0.38% | +6.4% |
| AMGN | Buy | AMGEN INC | $785,730 | +7.5% | 3,249 | +0.0% | 0.37% | +6.1% |
| SE | Buy | SEA LTDsponsord ads | $770,729 | -44.6% | 6,434 | +3.5% | 0.36% | -45.3% |
| DIS | Buy | DISNEY WALT CO | $754,104 | -9.7% | 5,498 | +1.9% | 0.35% | -10.9% |
| HD | Buy | HOME DEPOT INC | $745,531 | -24.5% | 2,491 | +4.7% | 0.35% | -25.5% |
| JPM | Buy | JPMORGAN CHASE &CO | $734,628 | -7.8% | 5,389 | +7.1% | 0.34% | -9.0% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $733,316 | +40.9% | 6,851 | +2.2% | 0.34% | +39.4% |
| T | Buy | AT&T INC | $635,640 | -3.5% | 26,900 | +0.5% | 0.30% | -4.5% |
| NVO | Buy | NOVO-NORDISK A Sadr | $623,907 | +3.4% | 5,618 | +4.3% | 0.29% | +2.1% |
| TGT | Buy | TARGET CORP | $621,709 | -8.3% | 2,930 | +0.0% | 0.29% | -9.7% |
| U | Buy | UNITY SOFTWARE INC | $612,423 | -28.2% | 6,173 | +3.5% | 0.29% | -29.0% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $581,239 | -4.1% | 2,285 | +0.5% | 0.27% | -5.2% |
| HON | HONEYWELL INTL INC | $571,430 | -6.7% | 2,937 | 0.0% | 0.27% | -7.9% | |
| IETC | Buy | ISHARES U S ETF TRtechnology | $556,415 | -3.5% | 10,085 | +7.0% | 0.26% | -4.8% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $537,048 | -6.3% | 9,494 | 0.0% | 0.25% | -7.4% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $530,227 | -29.4% | 7,999 | +0.7% | 0.25% | -30.1% |
| IFRA | Buy | ISHARES TRus infrastruc | $519,508 | +104.2% | 13,338 | +100.5% | 0.24% | +102.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $507,964 | +0.5% | 3,437 | +0.0% | 0.24% | -0.8% |
| ILMN | ILLUMINA INC | $503,835 | -8.2% | 1,442 | 0.0% | 0.24% | -9.3% | |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $500,116 | -25.9% | 5,734 | +0.7% | 0.23% | -26.6% |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $495,354 | – | 9,673 | +100.0% | 0.23% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $490,277 | -5.8% | 8,826 | +1.5% | 0.23% | -6.9% |
| SRE | SEMPRA | $482,000 | +27.1% | 2,867 | 0.0% | 0.22% | +25.7% | |
| XOM | Buy | EXXON MOBIL CORP | $479,716 | +43.7% | 5,808 | +6.5% | 0.22% | +41.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $448,860 | -13.2% | 1,972 | -7.9% | 0.21% | -13.9% |
| VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $450,038 | -10.0% | 6,442 | 0.0% | 0.21% | -11.4% | |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $434,596 | -9.7% | 6,466 | +0.2% | 0.20% | -10.6% |
| CSR | CENTERSPACE | $429,275 | -11.5% | 4,375 | 0.0% | 0.20% | -12.2% | |
| MO | Buy | ALTRIA GROUP INC | $425,094 | +10.3% | 8,136 | +0.0% | 0.20% | +9.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $422,861 | +12.8% | 1,183 | +13.4% | 0.20% | +11.9% |
| CSCO | CISCO SYS INC | $408,123 | -12.0% | 7,319 | 0.0% | 0.19% | -12.8% | |
| GOOGL | ALPHABET INCcap stk cl a | $408,858 | -4.0% | 147 | 0.0% | 0.19% | -5.0% | |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $400,815 | -12.0% | 5,924 | +0.2% | 0.19% | -13.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $395,303 | +7.1% | 686 | +5.5% | 0.18% | +5.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $391,363 | +2.3% | 8,359 | +10.0% | 0.18% | +1.1% |
| EFAV | ISHARES TRmsci eafe min vl | $392,680 | -6.0% | 5,443 | 0.0% | 0.18% | -7.6% | |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $383,954 | +47.0% | 3,120 | +61.7% | 0.18% | +44.4% |
| V | Buy | VISA INC | $379,459 | +17.9% | 1,711 | +15.2% | 0.18% | +16.4% |
| CVX | Buy | CHEVRON CORP NEW | $357,005 | +51.3% | 2,193 | +9.1% | 0.17% | +49.1% |
| MUB | ISHARES TRnational mun etf | $350,084 | -5.7% | 3,193 | 0.0% | 0.16% | -6.8% | |
| ISRG | INTUITIVE SURGICAL INC | $325,814 | -16.0% | 1,080 | 0.0% | 0.15% | -16.9% | |
| MCD | MCDONALDS CORP | $325,332 | -7.8% | 1,316 | 0.0% | 0.15% | -9.0% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $321,849 | -5.9% | 6,701 | 0.0% | 0.15% | -7.4% | |
| ORCL | ORACLE CORP | $321,489 | -5.1% | 3,886 | 0.0% | 0.15% | -6.2% | |
| OGIG | OSI ETF TR | $318,124 | -23.6% | 8,454 | 0.0% | 0.15% | -24.4% | |
| FCOM | Buy | FIDELITY COVINGTON TRUST | $319,864 | +55.5% | 7,033 | +75.6% | 0.15% | +53.6% |
| DGRO | Buy | ISHARES TRcore div grwth | $314,764 | +40.3% | 5,893 | +46.0% | 0.15% | +38.7% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $313,101 | -24.9% | 6,817 | +0.1% | 0.15% | -25.9% |
| DEW | WISDOMTREE TRglb high div fd | $312,215 | +2.1% | 6,111 | 0.0% | 0.15% | +0.7% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $307,113 | -6.7% | 6,658 | +0.0% | 0.14% | -8.3% |
| WOLFSPEED INC | $303,551 | +1.9% | 2,666 | 0.0% | 0.14% | +0.7% | ||
| MDB | MONGODB INCcl a | $301,641 | -16.2% | 680 | 0.0% | 0.14% | -17.1% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $294,399 | -13.5% | 5,617 | 0.0% | 0.14% | -14.3% | |
| HUM | HUMANA INC | $294,285 | -6.2% | 676 | 0.0% | 0.14% | -7.4% | |
| QCOM | QUALCOMM INC | $290,358 | -16.4% | 1,900 | 0.0% | 0.14% | -17.1% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $289,456 | -5.8% | 4,164 | +1.2% | 0.14% | -6.9% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $289,680 | -7.1% | 5,924 | -7.4% | 0.14% | -8.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $286,335 | -7.5% | 1,067 | -2.5% | 0.13% | -8.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $284,964 | -10.3% | 991 | +0.1% | 0.13% | -11.3% |
| IEIH | Buy | ISHARES U S ETF TRinovativ hltcr | $275,672 | -3.4% | 8,050 | +0.1% | 0.13% | -4.4% |
| SRDX | SURMODICS INC | $272,615 | -5.9% | 6,014 | 0.0% | 0.13% | -7.3% | |
| SNOW | Buy | SNOWFLAKE INCcl a | $271,290 | -30.3% | 1,184 | +3.0% | 0.13% | -31.0% |
| IGSB | Sell | ISHARES TR | $267,336 | -23.8% | 5,169 | -20.6% | 0.12% | -24.7% |
| NOW | SERVICENOW INC | $263,966 | -14.2% | 474 | 0.0% | 0.12% | -15.2% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $260,257 | -1.4% | 2,542 | +0.6% | 0.12% | -2.4% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $254,948 | -6.2% | 4,326 | +0.1% | 0.12% | -7.0% |
| VALE | Buy | VALE S Asponsored ads | $255,632 | +104.0% | 12,788 | +43.0% | 0.12% | +101.7% |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $255,708 | – | 12,194 | +100.0% | 0.12% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $251,342 | +3.2% | 2,330 | +9.5% | 0.12% | +1.7% |
| XEL | Sell | XCEL ENERGY INC | $246,185 | +2.5% | 3,411 | -3.9% | 0.12% | +0.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $242,671 | -9.2% | 3,297 | -2.9% | 0.11% | -10.3% |
| SQ | Buy | BLOCK INCcl a | $239,876 | -15.1% | 1,769 | +1.1% | 0.11% | -16.4% |
| BAC | Buy | BK OF AMERICA CORP | $237,721 | +35.3% | 5,767 | +46.1% | 0.11% | +33.7% |
| ADM | ARCHER DANIELS MIDLAND CO | $235,398 | +33.5% | 2,608 | 0.0% | 0.11% | +32.5% | |
| WMT | WALMART INC | $234,850 | +2.9% | 1,577 | 0.0% | 0.11% | +1.9% | |
| ASB | Buy | ASSOCIATED BANC CORP | $229,594 | +1.6% | 10,088 | +0.9% | 0.11% | 0.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $226,980 | +24.1% | 2,358 | +42.2% | 0.11% | +23.3% |
| XPEV | Buy | XPENG INCads | $224,899 | -32.9% | 8,151 | +22.3% | 0.10% | -34.0% |
| CAT | CATERPILLAR INC | $218,364 | +7.8% | 980 | 0.0% | 0.10% | +6.2% | |
| PEP | PEPSICO INC | $213,744 | -3.6% | 1,277 | 0.0% | 0.10% | -4.8% | |
| SPGI | New | S&P GLOBAL INC | $212,883 | – | 519 | +100.0% | 0.10% | – |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $210,573 | -8.5% | 1,993 | +0.2% | 0.10% | -10.1% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $209,428 | -1.6% | 2,760 | 0.0% | 0.10% | -3.0% | |
| IRTC | IRHYTHM TECHNOLOGIES INC | $210,286 | +33.8% | 1,335 | 0.0% | 0.10% | +32.4% | |
| INTC | Buy | INTEL CORP | $207,510 | -1.3% | 4,187 | +2.6% | 0.10% | -2.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $204,617 | +10.6% | 2,627 | +32.3% | 0.10% | +10.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $205,687 | +39.0% | 2,691 | +0.9% | 0.10% | +37.1% |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $200,839 | – | 3,271 | +100.0% | 0.09% | – |
| PTBD | Buy | PACER FDS TRtrendpilot us bd | $198,238 | -9.2% | 8,155 | +0.6% | 0.09% | -9.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $197,687 | -17.6% | 1,808 | +8.4% | 0.09% | -19.3% |
| JD | JD.COM INCspon adr cl a | $188,251 | -17.4% | 3,253 | 0.0% | 0.09% | -18.5% | |
| TEAM | ATLASSIAN CORP PLCcl a | $188,051 | -22.9% | 640 | 0.0% | 0.09% | -23.5% | |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $183,522 | +286.3% | 4,190 | +224.8% | 0.09% | +290.9% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $180,914 | +3.2% | 593 | +15.1% | 0.08% | +2.4% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $180,922 | -12.5% | 812 | 0.0% | 0.08% | -13.3% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $177,354 | -1.8% | 3,482 | +0.2% | 0.08% | -2.4% |
| DAL | Sell | DELTA AIR LINES INC DEL | $175,609 | -18.9% | 4,438 | -19.9% | 0.08% | -19.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $166,836 | +81.3% | 2,159 | +100.1% | 0.08% | +77.3% |
| ITW | ILLINOIS TOOL WKS INC | $167,520 | -15.2% | 800 | 0.0% | 0.08% | -16.1% | |
| DTE | Buy | DTE ENERGY CO | $166,763 | +11.4% | 1,261 | +0.7% | 0.08% | +9.9% |
| KO | Sell | COCA COLA CO | $164,714 | +0.0% | 2,657 | -4.5% | 0.08% | -1.3% |
| BGNE | Buy | BEIGENE LTDsponsored adr | $163,893 | -18.3% | 869 | +17.4% | 0.08% | -18.9% |
| NTES | NETEASE INCsponsored ads | $163,281 | -11.9% | 1,821 | 0.0% | 0.08% | -13.6% | |
| HBAN | HUNTINGTON BANCSHARES INC | $154,416 | -5.2% | 10,562 | 0.0% | 0.07% | -6.5% | |
| PODD | INSULET CORP | $152,375 | +0.1% | 572 | 0.0% | 0.07% | -1.4% | |
| FGRO | Buy | FIDELITY COVINGTON TRUSTfidelity growth | $150,929 | +287.2% | 8,413 | +346.8% | 0.07% | +288.9% |
| ARKF | Sell | ARK ETF TRfintech innova | $147,917 | -29.2% | 5,092 | -0.4% | 0.07% | -30.3% |
| GLD | SPDR GOLD TR | $144,159 | +5.7% | 798 | 0.0% | 0.07% | +3.1% | |
| O | REALTY INCOME CORP | $139,362 | -3.2% | 2,011 | 0.0% | 0.06% | -4.4% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $138,015 | -0.4% | 922 | 0.0% | 0.06% | -3.0% | |
| ECL | Buy | ECOLAB INC | $134,361 | -24.6% | 761 | +0.3% | 0.06% | -25.0% |
| IMCB | Buy | ISHARES TRmrgstr md cp etf | $134,395 | +91.8% | 1,997 | +102.5% | 0.06% | +90.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $133,681 | +55.7% | 724 | +76.2% | 0.06% | +51.2% |
| WEC | WEC ENERGY GROUP INC | $133,546 | +2.8% | 1,338 | 0.0% | 0.06% | +1.6% | |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $133,292 | +26.6% | 6,648 | +65.6% | 0.06% | +24.0% |
| PYPL | PAYPAL HLDGS INC | $129,991 | -38.7% | 1,124 | 0.0% | 0.06% | -39.0% | |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $127,713 | +5.9% | 1,056 | 0.0% | 0.06% | +5.3% | |
| MRK | MERCK &CO INC | $127,424 | +7.1% | 1,553 | 0.0% | 0.06% | +7.1% | |
| AMAT | APPLIED MATLS INC | $125,517 | -16.2% | 952 | 0.0% | 0.06% | -16.9% | |
| COIN | Buy | COINBASE GLOBAL INC | $125,877 | -15.3% | 663 | +12.6% | 0.06% | -15.7% |
| STNE | Buy | STONECO LTD | $126,266 | +2.1% | 10,792 | +47.2% | 0.06% | +1.7% |
| TMDX | TRANSMEDICS GROUP INC | $126,872 | +40.6% | 4,709 | 0.0% | 0.06% | +37.2% | |
| VPU | VANGUARD WORLD FDSutilities etf | $123,946 | +3.5% | 766 | 0.0% | 0.06% | +1.8% | |
| F | Buy | FORD MTR CO DEL | $124,627 | -14.7% | 7,370 | +4.7% | 0.06% | -15.9% |
| NEE | NEXTERA ENERGY INC | $123,338 | -9.3% | 1,456 | 0.0% | 0.06% | -9.4% | |
| REGN | REGENERON PHARMACEUTICALS | $121,525 | +10.6% | 174 | 0.0% | 0.06% | +9.6% | |
| NKE | NIKE INCcl b | $117,572 | -19.3% | 874 | 0.0% | 0.06% | -20.3% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $115,154 | +64.6% | 5,351 | +62.0% | 0.05% | +63.6% |
| JAMF | JAMF HLDG CORP | $113,620 | -8.4% | 3,264 | 0.0% | 0.05% | -10.2% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $114,167 | +64.8% | 1,049 | +79.9% | 0.05% | +60.6% |
| SGEN | SEAGEN INC | $110,342 | -6.8% | 766 | 0.0% | 0.05% | -7.1% | |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $112,260 | – | 1,695 | +100.0% | 0.05% | – |
| IRM | IRON MTN INC NEW | $110,820 | +5.9% | 2,000 | 0.0% | 0.05% | +6.1% | |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $112,169 | +2.2% | 1,478 | +2.9% | 0.05% | 0.0% |
| Buy | GENERAL ELECTRIC CO | $111,453 | +7.5% | 1,218 | +11.0% | 0.05% | +6.1% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $112,112 | +35.1% | 896 | +49.8% | 0.05% | +33.3% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $111,417 | -13.3% | 1,775 | +4.7% | 0.05% | -14.8% |
| NVS | NOVARTIS AGsponsored adr | $108,196 | +0.3% | 1,233 | 0.0% | 0.05% | 0.0% | |
| WM | Buy | WASTE MGMT INC DEL | $109,704 | +31.5% | 692 | +38.4% | 0.05% | +30.8% |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $108,511 | +17.2% | 11,556 | 0.0% | 0.05% | +15.9% | |
| EMB | ISHARES TRjpmorgan usd emg | $106,265 | -10.4% | 1,087 | 0.0% | 0.05% | -10.7% | |
| CSQ | Buy | CALAMOS STRATEGIC TOTAL RETU | $104,768 | -8.1% | 5,976 | +1.1% | 0.05% | -9.3% |
| WFC | Buy | WELLS FARGO CO NEW | $105,531 | +64.3% | 2,178 | +62.7% | 0.05% | +63.3% |
| PG | PROCTER AND GAMBLE CO | $103,043 | -6.6% | 674 | 0.0% | 0.05% | -7.7% | |
| ON | ON SEMICONDUCTOR CORP | $103,307 | -7.8% | 1,650 | 0.0% | 0.05% | -9.4% | |
| ENB | New | ENBRIDGE INC | $101,813 | – | 2,209 | +100.0% | 0.05% | – |
| GM | GENERAL MTRS CO | $102,395 | -25.4% | 2,341 | 0.0% | 0.05% | -26.2% | |
| DOCU | DOCUSIGN INC | $101,121 | -29.7% | 944 | 0.0% | 0.05% | -30.9% | |
| IAU | Buy | ISHARES GOLD TRishares new | $101,393 | +21.4% | 2,753 | +14.7% | 0.05% | +17.5% |
| THG | HANOVER INS GROUP INC | $98,833 | +14.1% | 661 | 0.0% | 0.05% | +12.2% | |
| TD | TORONTO DOMINION BK ONT | $98,322 | +3.6% | 1,238 | 0.0% | 0.05% | +2.2% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $96,377 | +35.3% | 951 | +44.1% | 0.04% | +32.4% |
| NET | CLOUDFLARE INC | $95,999 | -9.0% | 802 | 0.0% | 0.04% | -10.0% | |
| FBND | FIDELITY MERRIMACK STR TRtotal bd etf | $93,468 | -6.1% | 1,878 | 0.0% | 0.04% | -6.4% | |
| HDB | HDFC BANK LTDsponsored ads | $91,750 | -5.7% | 1,496 | 0.0% | 0.04% | -6.5% | |
| STZ | CONSTELLATION BRANDS INCcl a | $92,128 | -8.2% | 400 | 0.0% | 0.04% | -8.5% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $89,543 | -4.3% | 887 | +1.4% | 0.04% | -4.5% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $90,320 | -6.6% | 2,789 | +0.1% | 0.04% | -8.7% |
| IHI | ISHARES TRu.s. med dvc etf | $87,851 | -7.4% | 1,441 | 0.0% | 0.04% | -8.9% | |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $85,611 | -17.8% | 2,951 | +1.8% | 0.04% | -18.4% |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $85,707 | +29.7% | 2,140 | 0.0% | 0.04% | +29.0% | |
| DE | DEERE &CO | $85,585 | +21.2% | 206 | 0.0% | 0.04% | +21.2% | |
| PSA | PUBLIC STORAGE | $83,130 | +4.2% | 213 | 0.0% | 0.04% | +2.6% | |
| AZN | ASTRAZENECA PLCsponsored adr | $82,646 | +13.9% | 1,246 | 0.0% | 0.04% | +14.7% | |
| CYRX | CRYOPORT INC | $81,061 | -41.0% | 2,322 | 0.0% | 0.04% | -41.5% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $78,556 | -5.8% | 133 | +6.4% | 0.04% | -5.1% |
| UBS | UBS GROUP AG | $79,997 | +9.3% | 4,094 | 0.0% | 0.04% | +5.7% | |
| INCY | INCYTE CORP | $79,420 | +8.2% | 1,000 | 0.0% | 0.04% | +5.7% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $77,153 | +1429.6% | 1,291 | +1534.2% | 0.04% | +1700.0% |
| NGG | NATIONAL GRID PLCsponsored adr ne | $77,485 | +6.3% | 1,008 | 0.0% | 0.04% | +5.9% | |
| IWF | New | ISHARES TRrus 1000 grw etf | $76,348 | – | 275 | +100.0% | 0.04% | – |
| NICE | NICE LTDsponsored adr | $74,499 | -27.9% | 340 | 0.0% | 0.04% | -28.6% | |
| ABB | ABB LTDsponsored adr | $74,932 | -15.3% | 2,317 | 0.0% | 0.04% | -16.7% | |
| PANW | PALO ALTO NETWORKS INC | $75,946 | +11.8% | 122 | 0.0% | 0.04% | +9.4% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $74,442 | -8.5% | 468 | 0.0% | 0.04% | -7.9% | |
| FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $72,363 | -11.1% | 858 | 0.0% | 0.03% | -10.5% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $73,855 | -19.7% | 162 | 0.0% | 0.03% | -20.9% | |
| BX | BLACKSTONE INC | $71,086 | -1.9% | 560 | 0.0% | 0.03% | -2.9% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $70,593 | -0.1% | 453 | +0.4% | 0.03% | 0.0% |
| ALE | ALLETE INC | $69,391 | +0.9% | 1,036 | 0.0% | 0.03% | -3.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $68,496 | -3.0% | 100 | 0.0% | 0.03% | -3.0% | |
| ASG | LIBERTY ALL-STAR GROWTH FD I | $67,445 | -16.2% | 8,945 | 0.0% | 0.03% | -15.8% | |
| WDAY | WORKDAY INCcl a | $66,330 | -12.3% | 277 | 0.0% | 0.03% | -13.9% | |
| LOW | LOWES COS INC | $65,712 | -21.8% | 325 | 0.0% | 0.03% | -22.5% | |
| DLR | DIGITAL RLTY TR INC | $66,941 | -19.8% | 472 | 0.0% | 0.03% | -20.5% | |
| NXPI | NXP SEMICONDUCTORS N V | $64,499 | -18.7% | 348 | 0.0% | 0.03% | -21.1% | |
| ABNB | Buy | AIRBNB INC | $64,066 | +28.3% | 373 | +24.3% | 0.03% | +25.0% |
| BA | Buy | BOEING CO | $63,860 | +11.9% | 333 | +17.7% | 0.03% | +11.1% |
| BMY | BRISTOL-MYERS SQUIBB CO | $62,806 | +17.1% | 860 | 0.0% | 0.03% | +16.0% | |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $61,784 | -7.6% | 746 | +0.1% | 0.03% | -9.4% |
| UPS | UNITED PARCEL SERVICE INCcl b | $62,837 | +0.1% | 293 | 0.0% | 0.03% | -3.3% | |
| LIN | LINDE PLC | $61,650 | -7.8% | 193 | 0.0% | 0.03% | -9.4% | |
| IGRO | Buy | ISHARES TRintl div grwth | $62,761 | -0.5% | 962 | +3.4% | 0.03% | -3.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $62,951 | +11.8% | 1,643 | +13.9% | 0.03% | +7.4% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $60,278 | -4.0% | 1,756 | +1.0% | 0.03% | -6.7% |
| UNP | UNION PAC CORP | $59,723 | +8.5% | 219 | 0.0% | 0.03% | +7.7% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $57,879 | +4.3% | 1,226 | 0.0% | 0.03% | +3.8% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $58,273 | +15.8% | 228 | +32.6% | 0.03% | +12.5% |
| VFC | V F CORP | $56,870 | -22.3% | 1,000 | 0.0% | 0.03% | -22.9% | |
| IYC | ISHARES TRus consum discre | $57,030 | -10.7% | 760 | 0.0% | 0.03% | -10.0% | |
| VEEV | VEEVA SYS INC | $56,302 | -16.8% | 265 | 0.0% | 0.03% | -18.8% | |
| AFL | Buy | AFLAC INC | $56,411 | +10.9% | 876 | +0.5% | 0.03% | +8.3% |
| TRV | TRAVELERS COMPANIES INC | $52,992 | +16.8% | 290 | 0.0% | 0.02% | +19.0% | |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $52,198 | -4.1% | 795 | +0.4% | 0.02% | -7.7% |
| DXCM | DEXCOM INC | $52,183 | -4.7% | 102 | 0.0% | 0.02% | -7.7% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $52,425 | +11.0% | 325 | +14.4% | 0.02% | +9.1% |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $51,797 | +7.0% | 3,370 | 0.0% | 0.02% | +4.3% | |
| PH | PARKER-HANNIFIN CORP | $49,724 | -10.8% | 175 | 0.0% | 0.02% | -11.5% | |
| GMAB | GENMAB A/Ssponsored ads | $48,228 | -8.5% | 1,333 | 0.0% | 0.02% | -8.0% | |
| HTHT | HUAZHU GROUP LTDsponsored ads | $49,946 | -11.6% | 1,514 | 0.0% | 0.02% | -14.8% | |
| VICE | ADVISORSHARES TRvice e t f | $48,929 | -8.7% | 1,625 | 0.0% | 0.02% | -8.0% | |
| KURE | Buy | KRANESHARES TRmsci all china | $46,749 | +22.8% | 2,007 | +51.4% | 0.02% | +22.2% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $47,834 | +28890.3% | 3,232 | +21446.7% | 0.02% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $46,202 | -3.2% | 596 | +1.0% | 0.02% | -4.3% |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $46,739 | +44.7% | 548 | +53.9% | 0.02% | +46.7% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $46,543 | -9.0% | 652 | +0.2% | 0.02% | -8.3% |
| SUB | ISHARES TRshrt nat mun etf | $45,710 | -2.6% | 437 | 0.0% | 0.02% | -4.5% | |
| FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $45,755 | +50.2% | 845 | +55.0% | 0.02% | +50.0% |
| TM | TOYOTA MOTOR CORPads | $44,456 | -2.7% | 247 | 0.0% | 0.02% | -4.5% | |
| DOCN | Buy | DIGITALOCEAN HLDGS INC | $45,875 | -7.9% | 793 | +27.9% | 0.02% | -12.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $45,190 | -2.3% | 573 | +0.2% | 0.02% | -4.5% |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $42,471 | -8.8% | 652 | 0.0% | 0.02% | -9.1% | |
| DOW | DOW INC | $42,119 | +12.3% | 661 | 0.0% | 0.02% | +11.1% | |
| AXP | AMERICAN EXPRESS CO | $42,541 | +14.4% | 227 | 0.0% | 0.02% | +11.1% | |
| ERIC | ERICSSONadr b sek 10 | $42,071 | -15.9% | 4,603 | 0.0% | 0.02% | -16.7% | |
| DEO | DIAGEO PLCspon adr new | $43,511 | -7.7% | 214 | 0.0% | 0.02% | -9.1% | |
| AMP | AMERIPRISE FINL INC | $41,043 | -0.4% | 137 | 0.0% | 0.02% | 0.0% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $41,191 | +109.8% | 898 | +148.1% | 0.02% | +111.1% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $40,172 | +1.1% | 448 | 0.0% | 0.02% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $39,838 | -18.8% | 304 | 0.0% | 0.02% | -17.4% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $40,273 | -7.5% | 515 | 0.0% | 0.02% | -9.5% | |
| HRL | HORMEL FOODS CORP | $41,232 | +5.6% | 800 | 0.0% | 0.02% | +5.6% | |
| HAS | HASBRO INC | $40,960 | -19.5% | 500 | 0.0% | 0.02% | -20.8% | |
| NIO | Buy | NIO INCspon ads | $40,058 | -14.3% | 1,903 | +28.9% | 0.02% | -13.6% |
| PRU | PRUDENTIAL FINL INC | $39,941 | +9.2% | 338 | 0.0% | 0.02% | +11.8% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $39,881 | +4.0% | 555 | 0.0% | 0.02% | +5.6% | |
| CP | New | CANADIAN PAC RY LTD | $41,270 | – | 500 | +100.0% | 0.02% | – |
| MKC | MCCORMICK &CO INC | $39,920 | +3.3% | 400 | 0.0% | 0.02% | +5.6% | |
| GILD | Buy | GILEAD SCIENCES INC | $41,359 | -18.1% | 696 | +0.1% | 0.02% | -20.8% |
| IBB | Buy | ISHARES TRishares biotech | $41,435 | +8.6% | 318 | +27.2% | 0.02% | +5.6% |
| MFC | MANULIFE FINL CORP | $37,704 | +12.0% | 1,766 | 0.0% | 0.02% | +12.5% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $37,695 | -5.4% | 700 | +100.0% | 0.02% | -5.3% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $38,327 | -3.6% | 492 | 0.0% | 0.02% | -5.3% | |
| CDAY | CERIDIAN HCM HLDG INC | $39,034 | -34.6% | 571 | 0.0% | 0.02% | -35.7% | |
| LRN | STRIDE INC | $36,112 | +9.0% | 994 | 0.0% | 0.02% | +6.2% | |
| RCL | ROYAL CARIBBEAN GROUP | $35,607 | +8.9% | 425 | 0.0% | 0.02% | +13.3% | |
| MRNA | MODERNA INC | $35,421 | -32.2% | 206 | 0.0% | 0.02% | -32.0% | |
| LLY | LILLY ELI &CO | $35,510 | +3.7% | 124 | 0.0% | 0.02% | +6.2% | |
| MCK | MCKESSON CORP | $37,348 | +23.2% | 122 | 0.0% | 0.02% | +21.4% | |
| CVS | CVS HEALTH CORP | $36,622 | -1.8% | 362 | 0.0% | 0.02% | -5.6% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $35,863 | +15.1% | 362 | 0.0% | 0.02% | +13.3% | |
| ASAN | ASANA INCcl a | $37,092 | -46.4% | 928 | 0.0% | 0.02% | -48.5% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $36,742 | +90.3% | 638 | +102.5% | 0.02% | +88.9% |
| PM | PHILIP MORRIS INTL INC | $34,784 | -1.1% | 370 | 0.0% | 0.02% | -5.9% | |
| Buy | LUCID GROUP INC | $34,790 | +5.1% | 1,370 | +57.5% | 0.02% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $34,820 | +12.1% | 349 | 0.0% | 0.02% | +6.7% | |
| IYF | ISHARES TRu.s. finls etf | $33,680 | -2.5% | 398 | 0.0% | 0.02% | 0.0% | |
| AVA | AVISTA CORP | $34,675 | +6.3% | 768 | 0.0% | 0.02% | +6.7% | |
| DTM | DT MIDSTREAM INC | $33,370 | +13.1% | 615 | 0.0% | 0.02% | +14.3% | |
| ARGX | ARGENX SEsponsored adr | $32,792 | -10.0% | 104 | 0.0% | 0.02% | -11.8% | |
| ROK | ROCKWELL AUTOMATION INC | $31,363 | -19.7% | 112 | 0.0% | 0.02% | -16.7% | |
| MDLZ | MONDELEZ INTL INCcl a | $31,204 | -5.3% | 497 | 0.0% | 0.02% | -6.2% | |
| SPSC | SPS COMM INC | $31,488 | -7.8% | 240 | 0.0% | 0.02% | -6.2% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $29,863 | -24.6% | 2,175 | 0.0% | 0.01% | -26.3% | |
| TT | TRANE TECHNOLOGIES PLC | $30,540 | -24.4% | 200 | 0.0% | 0.01% | -26.3% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $29,176 | -3.1% | 185 | 0.0% | 0.01% | 0.0% | |
| RPM | Buy | RPM INTL INC | $29,287 | -19.2% | 360 | +0.3% | 0.01% | -17.6% |
| MAS | MASCO CORP | $29,577 | -27.4% | 580 | 0.0% | 0.01% | -26.3% | |
| EMR | Buy | EMERSON ELEC CO | $29,368 | +5.5% | 300 | +0.3% | 0.01% | +7.7% |
| MSI | MOTOROLA SOLUTIONS INC | $30,275 | -10.9% | 125 | 0.0% | 0.01% | -12.5% | |
| C | CITIGROUP INC | $30,224 | -11.6% | 566 | 0.0% | 0.01% | -12.5% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $29,082 | -3.9% | 544 | 0.0% | 0.01% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $28,726 | -0.9% | 262 | 0.0% | 0.01% | -7.1% | |
| EWY | ISHARES INCmsci sth kor etf | $27,424 | -8.5% | 385 | 0.0% | 0.01% | -7.1% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $28,474 | -6.6% | 329 | +0.3% | 0.01% | -7.1% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $26,803 | -0.8% | 615 | +0.5% | 0.01% | 0.0% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $28,437 | +55.9% | 369 | +70.8% | 0.01% | +44.4% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $28,675 | -9.5% | 155 | 0.0% | 0.01% | -13.3% | |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $27,822 | +509.6% | 51 | +628.6% | 0.01% | +550.0% |
| TRP | New | TC ENERGY CORP | $28,210 | – | 500 | +100.0% | 0.01% | – |
| PRLB | PROTO LABS INC | $28,143 | +3.0% | 532 | 0.0% | 0.01% | 0.0% | |
| KR | KROGER CO | $28,685 | +26.8% | 500 | 0.0% | 0.01% | +18.2% | |
| UL | UNILEVER PLCspon adr new | $28,891 | -15.3% | 634 | 0.0% | 0.01% | -18.8% | |
| TFC | TRUIST FINL CORP | $28,634 | -3.2% | 505 | 0.0% | 0.01% | -7.1% | |
| BHP | BHP GROUP LTDsponsored ads | $28,196 | +28.0% | 365 | 0.0% | 0.01% | +30.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $25,387 | -7.5% | 562 | 0.0% | 0.01% | -7.7% | |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $26,427 | +638.4% | 927 | +845.9% | 0.01% | +500.0% |
| PNC | PNC FINL SVCS GROUP INC | $26,192 | -8.0% | 142 | 0.0% | 0.01% | -7.7% | |
| BWAY | BRAINSWAY LTDsponsored ads | $25,800 | +13.4% | 2,955 | 0.0% | 0.01% | +9.1% | |
| KMB | KIMBERLY-CLARK CORP | $25,617 | -13.8% | 208 | 0.0% | 0.01% | -14.3% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $26,517 | -15.8% | 2,018 | 0.0% | 0.01% | -20.0% | |
| APD | AIR PRODS &CHEMS INC | $26,241 | -17.9% | 105 | 0.0% | 0.01% | -20.0% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $26,018 | -10.1% | 2,309 | +0.1% | 0.01% | -14.3% |
| IGF | New | ISHARES TRglb infrastr etf | $26,193 | – | 515 | +100.0% | 0.01% | – |
| AAL | AMERICAN AIRLS GROUP INC | $26,427 | +1.6% | 1,448 | 0.0% | 0.01% | 0.0% | |
| ARCE | Buy | ARCO PLATFORM LTD | $25,257 | +12.9% | 1,197 | +11.8% | 0.01% | +9.1% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25,033 | +1.5% | 341 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INCcl a | $26,214 | -22.7% | 139 | 0.0% | 0.01% | -25.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $25,260 | -8.0% | 410 | 0.0% | 0.01% | -7.7% | |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $24,731 | +152.1% | 1,244 | +141.6% | 0.01% | +140.0% |
| CE | CELANESE CORP DEL | $23,431 | -15.0% | 164 | 0.0% | 0.01% | -15.4% | |
| COP | Buy | CONOCOPHILLIPS | $22,951 | +146.5% | 230 | +78.3% | 0.01% | +175.0% |
| DD | DUPONT DE NEMOURS INC | $23,546 | -8.9% | 320 | 0.0% | 0.01% | -8.3% | |
| EXC | Buy | EXELON CORP | $23,059 | -16.9% | 484 | +0.8% | 0.01% | -15.4% |
| AXON | AXON ENTERPRISE INC | $23,139 | -12.3% | 168 | 0.0% | 0.01% | -8.3% | |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $23,724 | – | 283 | +100.0% | 0.01% | – |
| New | CAPITAL GROUP DIVIDEND VALUE | $22,740 | – | 879 | +100.0% | 0.01% | – | |
| FITB | FIFTH THIRD BANCORP | $24,576 | -1.2% | 571 | 0.0% | 0.01% | -8.3% | |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $24,280 | – | 138 | +100.0% | 0.01% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $21,548 | – | 418 | +100.0% | 0.01% | – |
| ENVVENO MEDICAL CORPORATION | $20,879 | -3.3% | 3,278 | 0.0% | 0.01% | 0.0% | ||
| AGG | New | ISHARES TRcore us aggbd et | $21,420 | – | 200 | +100.0% | 0.01% | – |
| LOGI | LOGITECH INTL S A | $20,732 | -10.5% | 281 | 0.0% | 0.01% | -9.1% | |
| WELL | WELLTOWER INC | $20,766 | +12.1% | 216 | 0.0% | 0.01% | +11.1% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $21,681 | -7.5% | 175 | 0.0% | 0.01% | -9.1% | |
| AIEQ | ETF MANAGERS TRai powered eqt | $20,799 | -11.9% | 564 | 0.0% | 0.01% | -9.1% | |
| CPNG | COUPANG INCcl a | $21,923 | -39.8% | 1,240 | 0.0% | 0.01% | -41.2% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $22,073 | -7.9% | 148 | 0.0% | 0.01% | -9.1% | |
| PTON | New | PELOTON INTERACTIVE INC | $20,528 | – | 777 | +100.0% | 0.01% | – |
| FFTY | INNOVATOR ETFS TRibd 50 etf | $21,304 | -14.7% | 545 | 0.0% | 0.01% | -16.7% | |
| ALC | ALCON AG | $21,419 | -8.9% | 270 | 0.0% | 0.01% | -9.1% | |
| WY | WEYERHAEUSER CO MTN BE | $22,361 | -8.0% | 590 | 0.0% | 0.01% | -9.1% | |
| PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $21,711 | -12.9% | 350 | 0.0% | 0.01% | -16.7% | |
| ITB | ISHARES TRus home cons etf | $21,630 | -28.5% | 365 | 0.0% | 0.01% | -28.6% | |
| VYGGU | VY GLOBAL GROWTHunit 99/99/9999 | $21,040 | -0.5% | 2,104 | 0.0% | 0.01% | 0.0% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $21,706 | +9.4% | 2,475 | 0.0% | 0.01% | +11.1% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $21,949 | -6.5% | 268 | 0.0% | 0.01% | -9.1% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $20,578 | +5.1% | 1,437 | 0.0% | 0.01% | +11.1% | |
| VTRS | Sell | VIATRIS INC | $19,192 | -20.3% | 1,764 | -0.8% | 0.01% | -18.2% |
| STLA | STELLANTIS N.V | $19,882 | -13.3% | 1,222 | 0.0% | 0.01% | -18.2% | |
| ES | EVERSOURCE ENERGY | $18,520 | -3.1% | 210 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $18,759 | +6.4% | 168 | 0.0% | 0.01% | +12.5% | |
| VSTO | VISTA OUTDOOR INC | $18,884 | -22.5% | 529 | 0.0% | 0.01% | -25.0% | |
| CTXS | CITRIX SYS INC | $20,180 | +6.7% | 200 | 0.0% | 0.01% | 0.0% | |
| CHWY | CHEWY INCcl a | $19,126 | -30.8% | 469 | 0.0% | 0.01% | -30.8% | |
| LW | LAMB WESTON HLDGS INC | $19,950 | -5.5% | 333 | 0.0% | 0.01% | -10.0% | |
| ETN | EATON CORP PLC | $18,818 | -12.2% | 124 | 0.0% | 0.01% | -10.0% | |
| NXST | NEXSTAR MEDIA GROUP INCcl a | $18,848 | +24.8% | 100 | 0.0% | 0.01% | +28.6% | |
| CB | CHUBB LIMITED | $20,107 | +10.7% | 94 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO | $18,563 | +5.7% | 256 | 0.0% | 0.01% | +12.5% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $19,744 | -6.5% | 409 | +0.2% | 0.01% | -10.0% |
| SNY | SANOFIsponsored adr | $20,279 | +2.5% | 395 | 0.0% | 0.01% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $18,894 | +20.1% | 235 | 0.0% | 0.01% | +28.6% | |
| QTWO | Q2 HLDGS INC | $18,495 | -22.4% | 300 | 0.0% | 0.01% | -18.2% | |
| New | NU HLDGS LTD | $17,154 | – | 2,222 | +100.0% | 0.01% | – | |
| ILCB | Buy | ISHARES TRmorningstr us eq | $16,350 | -5.1% | 260 | +0.4% | 0.01% | 0.0% |
| GS | GOLDMAN SACHS GROUP INC | $16,646 | -13.7% | 50 | 0.0% | 0.01% | -11.1% | |
| CSX | CSX CORP | $18,088 | -0.4% | 483 | 0.0% | 0.01% | -11.1% | |
| TJX | TJX COS INC NEW | $17,217 | -20.2% | 284 | 0.0% | 0.01% | -20.0% | |
| RNG | Buy | RINGCENTRAL INCcl a | $17,933 | -31.1% | 153 | +10.1% | 0.01% | -33.3% |
| PHM | PULTE GROUP INC | $17,179 | -26.7% | 410 | 0.0% | 0.01% | -27.3% | |
| VIAC | PARAMOUNT GLOBAL | $16,334 | +25.3% | 432 | 0.0% | 0.01% | +33.3% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $16,284 | -4.9% | 252 | 0.0% | 0.01% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $17,826 | -25.1% | 33 | 0.0% | 0.01% | -27.3% | |
| SU | SUNCOR ENERGY INC NEW | $17,077 | +30.2% | 524 | 0.0% | 0.01% | +33.3% | |
| IWY | ISHARES TRrus tp200 gr etf | $16,364 | -8.4% | 103 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $15,175 | +21.6% | 264 | 0.0% | 0.01% | +16.7% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $14,026 | -6.0% | 66 | 0.0% | 0.01% | 0.0% | |
| RY | ROYAL BK CDA | $14,886 | +3.9% | 135 | 0.0% | 0.01% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $15,105 | -3.1% | 317 | 0.0% | 0.01% | 0.0% | |
| GBNH | GREENBROOK TMS INC | $14,926 | -10.7% | 3,959 | 0.0% | 0.01% | -12.5% | |
| BBH | VANECK ETF TRUSTbiotech etf | $14,267 | -14.4% | 88 | 0.0% | 0.01% | -12.5% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $14,630 | +4.9% | 209 | 0.0% | 0.01% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $15,502 | -4.4% | 264 | 0.0% | 0.01% | -12.5% | |
| CME | CME GROUP INC | $15,937 | +4.1% | 67 | 0.0% | 0.01% | 0.0% | |
| GMED | GLOBUS MED INCcl a | $14,756 | +2.2% | 200 | 0.0% | 0.01% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $14,735 | +4.5% | 115 | 0.0% | 0.01% | 0.0% | |
| BGRN | ISHARES TRusd grn bond etf | $15,951 | -6.8% | 315 | 0.0% | 0.01% | -12.5% | |
| PNW | PINNACLE WEST CAP CORP | $14,917 | +10.6% | 191 | 0.0% | 0.01% | +16.7% | |
| HPQ | HP INC | $14,556 | -3.6% | 401 | 0.0% | 0.01% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $14,987 | -18.0% | 209 | 0.0% | 0.01% | -22.2% | |
| CRM | Buy | SALESFORCE COM INC | $15,924 | -10.5% | 75 | +7.1% | 0.01% | -12.5% |
| JCI | JOHNSON CTLS INTL PLC | $13,114 | -19.4% | 200 | 0.0% | 0.01% | -25.0% | |
| KGRN | Buy | KRANESHARES TRmsci china clean | $11,907 | -21.1% | 325 | +0.3% | 0.01% | -14.3% |
| GDX | VANECK ETF TRUSTgold miners etf | $13,423 | +19.7% | 350 | 0.0% | 0.01% | +20.0% | |
| AFK | VANECK ETF TRUSTafrica index etf | $12,856 | +5.6% | 605 | 0.0% | 0.01% | 0.0% | |
| CLX | CLOROX CO DEL | $13,903 | -20.3% | 100 | 0.0% | 0.01% | -25.0% | |
| WPC | WP CAREY INC | $12,773 | -1.5% | 158 | 0.0% | 0.01% | 0.0% | |
| VFL | New | DELAWARE INVTS NATL MUN INCOsh ben int | $12,814 | – | 1,013 | +100.0% | 0.01% | – |
| SBUX | Buy | STARBUCKS CORP | $13,081 | -21.9% | 144 | +0.7% | 0.01% | -25.0% |
| AMT | AMERICAN TOWER CORP NEW | $12,561 | -14.1% | 50 | 0.0% | 0.01% | -14.3% | |
| ORI | Buy | OLD REP INTL CORP | $11,786 | +6.2% | 456 | +0.9% | 0.01% | +20.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $13,337 | -8.6% | 138 | +0.7% | 0.01% | -14.3% |
| VRNS | VARONIS SYS INC | $13,499 | -2.5% | 284 | 0.0% | 0.01% | -14.3% | |
| FDX | FEDEX CORP | $12,726 | -10.5% | 55 | 0.0% | 0.01% | -14.3% | |
| OTIS | OTIS WORLDWIDE CORP | $13,851 | -11.6% | 180 | 0.0% | 0.01% | -14.3% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $13,825 | -7.5% | 138 | +0.7% | 0.01% | -14.3% |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $12,342 | -5.7% | 505 | 0.0% | 0.01% | 0.0% | |
| FSR | FISKER INC | $12,900 | -18.0% | 1,000 | 0.0% | 0.01% | -14.3% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $13,133 | -12.8% | 100 | 0.0% | 0.01% | -14.3% | |
| HERO | GLOBAL X FDSvdeo gam esprt | $13,654 | -11.1% | 544 | 0.0% | 0.01% | -14.3% | |
| SAP | SAP SEspon adr | $13,870 | -20.8% | 125 | 0.0% | 0.01% | -25.0% | |
| PIPR | PIPER SANDLER COMPANIES | $13,519 | -26.5% | 103 | 0.0% | 0.01% | -33.3% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $13,168 | -5.7% | 130 | 0.0% | 0.01% | -14.3% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $12,296 | -23.6% | 100 | 0.0% | 0.01% | -25.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $13,430 | +0.7% | 105 | 0.0% | 0.01% | 0.0% | |
| TTD | THE TRADE DESK INC | $12,050 | -24.4% | 174 | 0.0% | 0.01% | -25.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $12,661 | -36.3% | 108 | 0.0% | 0.01% | -33.3% | |
| DRI | DARDEN RESTAURANTS INC | $11,700 | -11.7% | 88 | 0.0% | 0.01% | -16.7% | |
| QUAL | New | ISHARES TRmsci usa qlt fct | $10,126 | – | 75 | +100.0% | 0.01% | – |
| IP | INTERNATIONAL PAPER CO | $11,538 | -1.8% | 250 | 0.0% | 0.01% | -16.7% | |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $9,668 | -19.9% | 108 | +0.9% | 0.01% | -16.7% |
| ZYXI | Buy | ZYNEX INC | $9,781 | -31.3% | 1,570 | +10.0% | 0.01% | -28.6% |
| CVRX | CVRX INC | $10,176 | -51.0% | 1,699 | 0.0% | 0.01% | -50.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $9,972 | +6.8% | 50 | 0.0% | 0.01% | +25.0% | |
| AN | AUTONATION INC | $9,958 | -14.8% | 100 | 0.0% | 0.01% | -16.7% | |
| MTZ | New | MASTEC INC | $10,191 | – | 117 | +100.0% | 0.01% | – |
| WRK | WESTROCK CO | $10,535 | +6.0% | 224 | 0.0% | 0.01% | 0.0% | |
| WST | WEST PHARMACEUTICAL SVSC INC | $11,126 | -12.4% | 27 | 0.0% | 0.01% | -16.7% | |
| SRPT | SAREPTA THERAPEUTICS INC | $9,999 | -13.2% | 128 | 0.0% | 0.01% | 0.0% | |
| BG | BUNGE LIMITED | $11,081 | +18.7% | 100 | 0.0% | 0.01% | +25.0% | |
| PLM | New | POLYMET MNG CORP | $11,732 | – | 2,800 | +100.0% | 0.01% | – |
| SKX | SKECHERS U S A INCcl a | $10,394 | -6.1% | 255 | 0.0% | 0.01% | 0.0% | |
| FMAT | New | FIDELITY COVINGTON TRUSTmsci matls index | $10,934 | – | 220 | +100.0% | 0.01% | – |
| BBY | BEST BUY INC | $9,760 | -9.9% | 107 | 0.0% | 0.01% | 0.0% | |
| OSK | OSHKOSH CORP | $11,075 | -10.4% | 110 | 0.0% | 0.01% | -16.7% | |
| IDA | IDACORP INC | $11,421 | +1.8% | 99 | 0.0% | 0.01% | 0.0% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $10,296 | +5.3% | 275 | 0.0% | 0.01% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC | $11,739 | -1.6% | 24 | 0.0% | 0.01% | -16.7% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $10,173 | -11.9% | 41 | 0.0% | 0.01% | 0.0% | |
| SENS | SENSEONICS HLDGS INC | $10,459 | -26.2% | 5,309 | 0.0% | 0.01% | -28.6% | |
| RWR | SPDR SER TRdj reit etf | $10,559 | -4.0% | 90 | 0.0% | 0.01% | 0.0% | |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $11,454 | +40.5% | 335 | +65.0% | 0.01% | +25.0% |
| GTNA | GRAY TELEVISION INCcl a | $10,280 | +11.8% | 500 | 0.0% | 0.01% | +25.0% | |
| EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $9,243 | -23.6% | 282 | 0.0% | 0.00% | -33.3% | |
| AYX | ALTERYX INC | $8,870 | +18.2% | 124 | 0.0% | 0.00% | 0.0% | |
| AMRC | New | AMERESCO INCcl a | $7,950 | – | 100 | +100.0% | 0.00% | – |
| ANTM | ANTHEM INC | $7,860 | +6.0% | 16 | 0.0% | 0.00% | 0.0% | |
| BKH | BLACK HILLS CORP | $7,702 | +9.1% | 100 | 0.0% | 0.00% | +33.3% | |
| CCL | Buy | CARNIVAL CORP | $8,533 | +6.3% | 422 | +5.8% | 0.00% | 0.0% |
| COKE | COCA COLA CONS INC | $8,723 | -19.7% | 18 | 0.0% | 0.00% | -20.0% | |
| New | CONSTELLATION ENERGY CORP | $9,000 | – | 160 | +100.0% | 0.00% | – | |
| EW | EDWARDS LIFESCIENCES CORP | $7,903 | -9.1% | 67 | 0.0% | 0.00% | 0.0% | |
| FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $7,902 | +42.0% | 324 | 0.0% | 0.00% | +33.3% | |
| FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $8,285 | +6.6% | 100 | 0.0% | 0.00% | 0.0% | |
| GD | Buy | GENERAL DYNAMICS CORP | $9,081 | +16.3% | 38 | +2.7% | 0.00% | 0.0% |
| IR | INGERSOLL RAND INC | $8,862 | -18.6% | 176 | 0.0% | 0.00% | -20.0% | |
| XENT | INTERSECT ENT INC | $8,655 | +2.6% | 309 | 0.0% | 0.00% | 0.0% | |
| CVY | Buy | INVESCO EXCHANGE TRADED FD Tzacks mult ast | $8,699 | -1.6% | 363 | +0.6% | 0.00% | 0.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $9,392 | -9.2% | 142 | +0.7% | 0.00% | -20.0% |
| SLV | Buy | ISHARES SILVER TRishares | $9,152 | +325.5% | 400 | +300.0% | 0.00% | +300.0% |
| IEFN | Buy | ISHARES U S ETF TRevolved finls | $7,651 | -1.2% | 234 | +0.4% | 0.00% | 0.0% |
| NEP | NEXTERA ENERGY PARTNERS LP | $8,336 | -1.2% | 100 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $7,942 | +13.7% | 90 | 0.0% | 0.00% | +33.3% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $8,863 | -5.5% | 166 | +100.0% | 0.00% | 0.0% |
| SCCO | SOUTHERN COPPER CORP | $7,590 | +23.0% | 100 | 0.0% | 0.00% | +33.3% | |
| TCOM | TRIP COM GROUP LTDads | $9,364 | -6.1% | 405 | 0.0% | 0.00% | -20.0% | |
| X | UNITED STATES STL CORP NEW | $8,492 | +58.5% | 225 | 0.0% | 0.00% | +33.3% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $7,944 | -26.2% | 804 | 0.0% | 0.00% | -20.0% | |
| New | WORLD GOLD TRspdr gld minis | $7,656 | – | 199 | +100.0% | 0.00% | – | |
| WYNN | Buy | WYNN RESORTS LTD | $7,974 | +87.5% | 100 | +100.0% | 0.00% | +100.0% |
| FLEX | FLEX LTDord | $9,090 | +1.2% | 490 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $6,892 | +5.5% | 315 | 0.0% | 0.00% | 0.0% | |
| GWGH | GWG HLDGS INC | $6,540 | -45.4% | 1,200 | 0.0% | 0.00% | -50.0% | |
| IMAC | IMAC HLDGS INC | $6,757 | -9.6% | 6,560 | 0.0% | 0.00% | -25.0% | |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $6,161 | – | 150 | +100.0% | 0.00% | – |
| BNS | BANK NOVA SCOTIA B C | $7,172 | +0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $5,872 | -19.3% | 142 | 0.0% | 0.00% | 0.0% | |
| ALLE | ALLEGION PLC | $7,245 | -17.1% | 66 | 0.0% | 0.00% | -25.0% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $5,702 | +0.9% | 225 | 0.0% | 0.00% | 0.0% | |
| TDOC | TELADOC HEALTH INC | $6,997 | -21.4% | 97 | 0.0% | 0.00% | -25.0% | |
| MET | METLIFE INC | $7,028 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $5,748 | +1.6% | 92 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON &CO | $5,386 | +14.8% | 154 | 0.0% | 0.00% | +50.0% | |
| ALL | ALLSTATE CORP | $6,094 | +17.7% | 44 | 0.0% | 0.00% | +50.0% | |
| NVT | Buy | NVENT ELECTRIC PLC | $6,191 | +352.6% | 178 | +394.4% | 0.00% | +200.0% |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $6,429 | -6.4% | 620 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $7,063 | +20.2% | 100 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $6,671 | +2.2% | 132 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $6,548 | +37.9% | 159 | 0.0% | 0.00% | +50.0% | |
| LITE | LUMENTUM HLDGS INC | $6,442 | -7.7% | 66 | 0.0% | 0.00% | 0.0% | |
| AVNS | AVANOS MED INC | $7,002 | -3.4% | 209 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $6,132 | -16.0% | 8 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC | $6,682 | +28.3% | 200 | 0.0% | 0.00% | +50.0% | |
| LEN | LENNAR CORPcl a | $7,305 | -30.1% | 90 | 0.0% | 0.00% | -40.0% | |
| JNK | SPDR SER TRbloomberg high y | $6,765 | -5.6% | 66 | 0.0% | 0.00% | 0.0% | |
| PLUG | Buy | PLUG POWER INC | $5,722 | +35.1% | 200 | +33.3% | 0.00% | +50.0% |
| BP | Buy | BP PLCsponsored adr | $5,781 | +11.6% | 197 | +1.0% | 0.00% | +50.0% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $7,238 | -3.8% | 212 | +0.5% | 0.00% | -25.0% |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $6,747 | +13.5% | 138 | 0.0% | 0.00% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $6,590 | -26.4% | 24 | 0.0% | 0.00% | -25.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $5,480 | +9.5% | 100 | 0.0% | 0.00% | +50.0% | |
| DBEF | DBX ETF TRxtrack msci eafe | $5,657 | -4.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $5,443 | +19.2% | 63 | 0.0% | 0.00% | +50.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $5,677 | +10.9% | 25 | 0.0% | 0.00% | +50.0% | |
| UNIT | UNITI GROUP INC | $7,018 | -1.8% | 510 | 0.0% | 0.00% | 0.0% | |
| SNP | CHINA PETROLEUM &CHEMICAL C | $6,438 | +6.5% | 130 | 0.0% | 0.00% | 0.0% | |
| ANET | ARISTA NETWORKS INC | $5,003 | -3.3% | 36 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT &PLATT INC | $3,480 | -15.5% | 100 | 0.0% | 0.00% | 0.0% | |
| LI-CYCLE HOLDINGS CORP | $3,380 | -15.2% | 400 | 0.0% | 0.00% | 0.0% | ||
| WDC | WESTERN DIGITAL CORP. | $4,717 | -23.9% | 95 | 0.0% | 0.00% | -33.3% | |
| CRNC | CERENCE INC | $4,513 | -52.9% | 125 | 0.0% | 0.00% | -60.0% | |
| CHS | CHICOS FAS INC | $4,800 | -10.8% | 1,000 | 0.0% | 0.00% | -33.3% | |
| ASTR | New | ASTRA SPACE INC | $3,860 | – | 1,000 | +100.0% | 0.00% | – |
| ESPO | VANECK ETF TRUSTvideo gmng esprt | $5,230 | -12.3% | 90 | 0.0% | 0.00% | -33.3% | |
| VRAY | VIEWRAY INC | $4,356 | -28.8% | 1,111 | 0.0% | 0.00% | -33.3% | |
| KLAC | KLA CORP | $4,941 | -14.6% | 13 | 0.0% | 0.00% | -33.3% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $4,776 | -5.4% | 135 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $5,124 | -51.6% | 102 | 0.0% | 0.00% | -60.0% | ||
| EEMV | ISHARES INCmsci emerg mrkt | $5,315 | -2.9% | 87 | 0.0% | 0.00% | -33.3% | |
| IQI | INVESCO QUALITY MUN INCOME T | $4,101 | -16.6% | 362 | 0.0% | 0.00% | 0.0% | |
| IIM | INVESCO VALUE MUN INCOME TR | $4,447 | -18.2% | 319 | 0.0% | 0.00% | -33.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,201 | -2.7% | 40 | 0.0% | 0.00% | -33.3% | |
| NSPR | INSPIREMD INC | $3,524 | +6.0% | 1,101 | 0.0% | 0.00% | 0.0% | |
| IFN | INDIA FD INC | $5,349 | -8.5% | 277 | 0.0% | 0.00% | -33.3% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $5,195 | -3.7% | 100 | 0.0% | 0.00% | -33.3% | |
| DNP | DNP SELECT INCOME FD INC | $3,593 | +8.7% | 304 | 0.0% | 0.00% | 0.0% | |
| DYNT | DYNATRONICS CORP | $5,216 | -27.3% | 7,170 | 0.0% | 0.00% | -33.3% | |
| JETS | ETF SER SOLUTIONSus glb jets | $4,754 | +3.2% | 218 | 0.0% | 0.00% | 0.0% | |
| FIBK | FIRST INTST BANCSYSTEM INC | $3,677 | -9.6% | 100 | 0.0% | 0.00% | 0.0% | |
| FAST | Buy | FASTENAL CO | $3,729 | -6.7% | 63 | +1.6% | 0.00% | 0.0% |
| PDD | PINDUODUO INCsponsored ads | $3,249 | -31.2% | 81 | 0.0% | 0.00% | 0.0% | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $3,840 | -13.1% | 79 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $3,959 | -12.2% | 725 | 0.0% | 0.00% | 0.0% | |
| BMO | BANK MONTREAL QUE | $4,989 | +10.3% | 42 | 0.0% | 0.00% | 0.0% | |
| PTR | PETROCHINA CO LTDsponsored adr | $5,055 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $5,287 | +4.0% | 71 | 0.0% | 0.00% | 0.0% | |
| BAMR | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $3,546 | -8.7% | 62 | 0.0% | 0.00% | 0.0% | |
| TGNA | TEGNA INC | $4,480 | +20.7% | 200 | 0.0% | 0.00% | 0.0% | |
| MPW | MEDICAL PPTYS TRUST INC | $4,228 | -10.5% | 200 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $4,397 | -6.7% | 28 | 0.0% | 0.00% | 0.0% | |
| TMDI | New | TITAN MED INC | $3,339 | – | 6,339 | +100.0% | 0.00% | – |
| BILI | BILIBILI INCspons ads rep z | $3,581 | -44.9% | 140 | 0.0% | 0.00% | -33.3% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,641 | -7.5% | 98 | +100.0% | 0.00% | 0.0% |
| PLD | PROLOGIS INC. | $3,865 | -3.6% | 24 | 0.0% | 0.00% | 0.0% | |
| LRGE | LEGG MASON ETF INVT TRclearbrideg lr | $4,464 | -11.5% | 83 | 0.0% | 0.00% | 0.0% | |
| APOG | APOGEE ENTERPRISES INC | $4,746 | -1.4% | 100 | 0.0% | 0.00% | 0.0% | |
| EVGO | New | EVGO INC | $2,077 | – | 162 | +100.0% | 0.00% | – |
| QS | QUANTUMSCAPE CORP | $1,999 | -9.9% | 100 | 0.0% | 0.00% | 0.0% | |
| PCYO | PURE CYCLE CORP | $2,404 | -17.7% | 200 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC | $1,108 | -38.6% | 16 | 0.0% | 0.00% | 0.0% | |
| PATK | PATRICK INDS INC | $3,136 | -25.3% | 52 | 0.0% | 0.00% | -50.0% | |
| PAM | PAMPA ENERGIA S Aspons adr lvl i | $2,694 | +11.9% | 114 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $1,885 | -23.6% | 14 | 0.0% | 0.00% | 0.0% | |
| ORION OFFICE REIT INC | $2,814 | -25.0% | 201 | 0.0% | 0.00% | -50.0% | ||
| SONY | SONY GROUP CORPORATIONsponsored adr | $2,157 | -18.7% | 21 | 0.0% | 0.00% | 0.0% | |
| NUWE | NUWELLIS INC | $1,358 | -11.4% | 1,345 | 0.0% | 0.00% | 0.0% | |
| Buy | STATERA BIOPHARMA INC | $2,816 | -51.1% | 8,941 | +256.9% | 0.00% | -66.7% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $2,884 | -17.5% | 195 | 0.0% | 0.00% | -50.0% | |
| NUVA | NUVASIVE INC | $1,758 | +8.1% | 31 | 0.0% | 0.00% | 0.0% | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $1,681 | +10.9% | 52 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP | $1,339 | +8.5% | 125 | 0.0% | 0.00% | 0.0% | |
| NWL | NEWELL BRANDS INC | $2,141 | -2.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MSB | MESABI TRctf ben int | $2,664 | +0.8% | 100 | 0.0% | 0.00% | 0.0% | |
| MAT | MATTEL INC | $2,221 | +3.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MARA | MARATHON DIGITAL HOLDINGS IN | $2,795 | -14.9% | 100 | 0.0% | 0.00% | -50.0% | |
| LPSN | LIVEPERSON INC | $1,811 | -31.7% | 74 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INCcl a | $2,143 | -37.4% | 13 | 0.0% | 0.00% | -50.0% | |
| PATH | UIPATH INCcl a | $1,447 | -49.9% | 67 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $2,023 | -13.7% | 130 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $2,020 | +19.2% | 107 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $1,717 | -6.0% | 22 | 0.0% | 0.00% | 0.0% | |
| IWP | New | ISHARES TRrus md cp gr etf | $1,912 | – | 19 | +100.0% | 0.00% | – |
| ICUI | ICU MED INC | $2,226 | -6.2% | 10 | 0.0% | 0.00% | 0.0% | |
| HMC | HONDA MOTOR LTD | $2,826 | -0.7% | 100 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,688 | +6.0% | 101 | 0.0% | 0.00% | 0.0% | |
| GTN | GRAY TELEVISION INC | $2,207 | +9.5% | 100 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $1,491 | -43.2% | 12 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RES INC | $2,385 | +34.2% | 20 | 0.0% | 0.00% | 0.0% | |
| DASH | New | DOORDASH INCcl a | $2,344 | – | 20 | +100.0% | 0.00% | – |
| DCI | DONALDSON INC | $1,142 | -12.4% | 22 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $1,957 | -10.7% | 39 | 0.0% | 0.00% | 0.0% | |
| CRTX | CORTEXYME INC | $1,919 | -50.9% | 310 | 0.0% | 0.00% | -50.0% | |
| VMW | VMWARE INC | $1,936 | -1.7% | 17 | 0.0% | 0.00% | 0.0% | |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $2,559 | +13.6% | 154 | +2.0% | 0.00% | 0.0% |
| CFLT | New | CONFLUENT INC | $3,075 | – | 75 | +100.0% | 0.00% | – |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,582 | -9.5% | 1 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $2,404 | +4.4% | 25 | 0.0% | 0.00% | 0.0% | |
| CHN | CHINA FD INC | $1,963 | -19.3% | 133 | 0.0% | 0.00% | 0.0% | |
| CHGG | CHEGG INC | $2,540 | +18.2% | 70 | 0.0% | 0.00% | 0.0% | |
| HOWL | WEREWOLF THERAPEUTICS INC | $1,100 | -63.1% | 250 | 0.0% | 0.00% | 0.0% | |
| CPHC | CANTERBURY PK HLDG CORP | $2,252 | +30.3% | 100 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $1,444 | +4.8% | 6 | 0.0% | 0.00% | 0.0% | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $2,572 | +12.7% | 61 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $1,685 | -12.2% | 8 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $2,029 | -25.9% | 42 | 0.0% | 0.00% | 0.0% | |
| ZNGA | ZYNGA INCcl a | $2,966 | +44.4% | 321 | 0.0% | 0.00% | 0.0% | |
| BSY | BENTLEY SYS INC | $2,474 | -8.6% | 56 | 0.0% | 0.00% | 0.0% | |
| BBU | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $1,229 | -33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $1,929 | -23.8% | 9 | 0.0% | 0.00% | 0.0% | |
| PNR | PENTAIR PLC | $1,952 | -25.8% | 36 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC | $1,727 | -0.5% | 7 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,275 | -0.9% | 21 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $2,320 | +11.3% | 40 | 0.0% | 0.00% | 0.0% | |
| AL | AIR LEASE CORPcl a | $2,679 | +0.9% | 60 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $2,772 | +11.5% | 27 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $2,658 | +20.4% | 33 | 0.0% | 0.00% | 0.0% | |
| ABMD | ABIOMED INC | $1,656 | -7.8% | 5 | 0.0% | 0.00% | 0.0% | |
| ATCO | ATLAS CORPshares | $1,468 | +3.5% | 100 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $2,264 | -0.1% | 54 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $2,385 | -20.6% | 26 | 0.0% | 0.00% | 0.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $2,358 | -15.3% | 51 | +88.9% | 0.00% | 0.0% |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | 0 | +100.0% | 0.00% | – |
| MSOS | ADVISORSHARES TRpure us cannabis | $377 | -18.4% | 18 | 0.0% | 0.00% | – | |
| New | BROOKFIELD BUSINESS CORPcl a exc sub vtg | $652 | – | 20 | +100.0% | 0.00% | – | |
| PSTV | PLUS THERAPEUTICS INC | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
| LMND | Exit | LEMONADE INC | $0 | – | 0 | +100.0% | 0.00% | – |
| IQ | Exit | IQIYI INCsponsored ads | $0 | – | 0 | +100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $258 | -0.4% | 5 | 0.0% | 0.00% | – | |
| TRVN | TREVENA INC | $322 | -5.6% | 586 | 0.0% | 0.00% | – | |
| New | ZIMVIE INC | $228 | – | 10 | +100.0% | 0.00% | – | |
| Z | ZILLOW GROUP INCcl c cap stk | $542 | -22.8% | 11 | 0.0% | 0.00% | – | |
| BSGM | New | BIOSIG TECHNOLOGIES INC | $1,035 | – | 900 | +100.0% | 0.00% | – |
| RIOT | RIOT BLOCKCHAIN INC | $339 | -5.0% | 16 | 0.0% | 0.00% | – | |
| MRO | MARATHON OIL CORP | $728 | +52.9% | 29 | 0.0% | 0.00% | – | |
| RETA | REATA PHARMACEUTICALS INCcl a | $328 | +24.2% | 10 | 0.0% | 0.00% | – | |
| TAL | Exit | TAL EDUCATION GROUPsponsored ads | $0 | – | 0 | +100.0% | 0.00% | – |
| MICRO FOCUS INTL PLCspon adr new | $53 | -5.4% | 10 | 0.0% | 0.00% | – | ||
| GPS | Exit | GAP INC | $0 | – | 0 | +100.0% | 0.00% | – |
| ARCO | ARCOS DORADOS HOLDINGS INC | $829 | +39.3% | 102 | 0.0% | 0.00% | – | |
| New | BELLRING BRANDS INC | $462 | – | 20 | +100.0% | 0.00% | – | |
| TTM | TATA MTRS LTDsponsored adr | $252 | -12.8% | 9 | 0.0% | 0.00% | – | |
| LI | LI AUTO INCsponsored ads | $52 | -18.8% | 2 | 0.0% | 0.00% | – | |
| GER | Exit | GOLDMAN SACHS MLP ENERGY REN | $0 | – | 0 | +100.0% | 0.00% | – |
| UIS | UNISYS CORP | $648 | +5.0% | 30 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INCcl a | $246 | -32.4% | 10 | 0.0% | 0.00% | – | |
| CGC | New | CANOPY GROWTH CORP | $379 | – | 50 | +100.0% | 0.00% | – |
| NNDM | NANO DIMENSION LTDsponsord ads new | $630 | -6.4% | 177 | 0.0% | 0.00% | – | |
| NFLX | NETFLIX INC | $375 | -37.7% | 1 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $732 | +19.2% | 22 | 0.0% | 0.00% | – | ||
| SNDL | SUNDIAL GROWERS INC | $112 | +20.4% | 160 | 0.0% | 0.00% | – | |
| SFIX | STITCH FIX INC | $1,007 | -46.8% | 100 | 0.0% | 0.00% | -100.0% | |
| New | BIMI INTERNATIONAL MEDICAL I | $110 | – | 80 | +100.0% | 0.00% | – | |
| AZEK | AZEK CO INCcl a | $820 | -46.3% | 33 | 0.0% | 0.00% | -100.0% | |
| OKTA | OKTA INCcl a | $604 | -32.7% | 4 | 0.0% | 0.00% | – | |
| New | ORGANIGRAM HLDGS INC | $154 | – | 93 | +100.0% | 0.00% | – | |
| NVCR | NOVOCURE LTD | $746 | +10.4% | 9 | 0.0% | 0.00% | – | |
| ZLAB | Exit | ZAI LAB LTDadr | $0 | – | 0 | +100.0% | 0.00% | – |
| BFLY | Exit | BUTTERFLY NETWORK INC | $0 | – | 0 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $271 | -0.4% | 2 | 0.0% | 0.00% | – | |
| ASXC | ASENSUS SURGICAL INC | $448 | -43.5% | 714 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC | $114 | -28.3% | 6 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC | $1,055 | -8.0% | 39 | 0.0% | 0.00% | -100.0% | |
| FLGT | FULGENT GENETICS INC | $687 | -37.9% | 11 | 0.0% | 0.00% | -100.0% | |
| DKNG | New | DRAFTKINGS INC | $253 | – | 13 | +100.0% | 0.00% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $308 | – | 7 | +100.0% | 0.00% | – |
| ARDS | ARIDIS PHARMACEUTICALS INC | $440 | -24.5% | 250 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $261 | +1.2% | 8 | 0.0% | 0.00% | – | |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $665 | +3.7% | 35 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC | $715 | -11.0% | 48 | 0.0% | 0.00% | – | |
| JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $326 | -16.0% | 34 | 0.0% | 0.00% | – | |
| CRON | New | CRONOS GROUP INC | $175 | – | 45 | +100.0% | 0.00% | – |
| K | KELLOGG CO | $694 | +1.2% | 11 | 0.0% | 0.00% | – | |
| CRESY | CRESUD S A C I F Y Asponsored adr | $877 | +73.7% | 107 | 0.0% | 0.00% | – | |
| SI | SILVERGATE CAP CORPcl a | $602 | +1.5% | 4 | 0.0% | 0.00% | – | |
| WISH | Exit | CONTEXTLOGIC INC | $0 | – | -124 | -100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $942 | +10.4% | 15 | 0.0% | 0.00% | – | |
| SENESTECH INC | $91 | -24.8% | 124 | 0.0% | 0.00% | – | ||
| PENN | PENN NATL GAMING INC | $170 | -17.9% | 4 | 0.0% | 0.00% | – | |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| KHC | KRAFT HEINZ CO | $591 | +9.6% | 15 | 0.0% | 0.00% | – | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $96 | -13.5% | 2 | 0.0% | 0.00% | – | |
| PII | POLARIS INC | $882 | -3.6% | 8 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $105 | -27.6% | 8 | 0.0% | 0.00% | – | ||
| FROG | JFROG LTD | $647 | -9.3% | 24 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $562 | +8.1% | 11 | 0.0% | 0.00% | – | |
| MRLN | Exit | MARLIN BUSINESS SVCS CORP | $0 | – | -290 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -176 | -100.0% | -0.00% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -293 | -100.0% | -0.01% | – |
| VMM | Exit | DELAWARE INVTS MINN MUN INCO | $0 | – | -1,020 | -100.0% | -0.01% | – |
| INFO | Exit | IHS MARKIT LTD | $0 | – | -1,830 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MEDTRONIC PLC | 19 | Q2 2024 | 17.7% |
| VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 7.6% |
| JP MORGAN EXCHANGE TRADED FD | 19 | Q2 2024 | 18.8% |
| APPLE INC | 19 | Q2 2024 | 5.6% |
| VANGUARD WORLD FDS | 19 | Q2 2024 | 6.6% |
| MICROSOFT CORP | 19 | Q2 2024 | 5.4% |
| BOSTON SCIENTIFIC CORP | 19 | Q2 2024 | 8.4% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 3.6% |
| ISHARES TR | 19 | Q2 2024 | 4.1% |
| ISHARES TR | 19 | Q2 2024 | 3.2% |
View Financial Perspectives, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
View Financial Perspectives, Inc'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.