$246 Million is the total value of Financial Perspectives, Inc's 706 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 8.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | Sell | MEDTRONIC PLC | $19,711,022 | +4.4% | 239,270 | -0.7% | 8.00% | -7.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $14,979,206 | +8.1% | 134,186 | +0.0% | 6.08% | -4.2% |
| AAPL | Sell | APPLE INC | $12,596,780 | +12.4% | 65,428 | -0.1% | 5.11% | -0.4% |
| MSFT | Sell | MICROSOFT CORP | $12,435,447 | +19.0% | 33,069 | -0.1% | 5.05% | +5.5% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $12,297,065 | +16.6% | 25,407 | -0.0% | 4.99% | +3.4% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $8,448,113 | +9.0% | 146,136 | -0.4% | 3.43% | -3.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,675,086 | +9.7% | 45,042 | +0.0% | 3.12% | -2.7% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $7,454,173 | +19.7% | 93,952 | +7.6% | 3.02% | +6.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $6,828,804 | +12.5% | 90,929 | +2.5% | 2.77% | -0.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $6,771,491 | +6.2% | 66,394 | +3.0% | 2.75% | -5.8% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $6,665,120 | +40.3% | 100,242 | +30.6% | 2.70% | +24.4% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $5,035,200 | +0.2% | 100,243 | +0.1% | 2.04% | -11.1% |
| AVGO | Buy | BROADCOM INC | $4,582,830 | +34.7% | 4,106 | +0.2% | 1.86% | +19.4% |
| FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $4,459,292 | +13.7% | 99,917 | +8.4% | 1.81% | +0.8% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $4,002,370 | +16.9% | 27,864 | +0.0% | 1.62% | +3.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,771,991 | +6.9% | 26,765 | +0.0% | 1.53% | -5.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,262,222 | +20.8% | 31,368 | +1.0% | 1.32% | +7.1% |
| AMZN | Buy | AMAZON COM INC | $3,081,495 | +19.7% | 20,281 | +0.2% | 1.25% | +6.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,916,833 | +11.1% | 6,137 | -0.1% | 1.18% | -1.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,860,151 | +11.6% | 5,988 | +0.4% | 1.16% | -1.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,831,531 | +4.8% | 5,378 | +0.3% | 1.15% | -7.1% |
| VOO | Buy | VANGUARD INDEX FDS | $2,484,705 | +14.4% | 5,688 | +2.8% | 1.01% | +1.3% |
| NVDA | Buy | NVIDIA CORPORATION | $2,399,455 | +14.0% | 4,845 | +0.1% | 0.97% | +1.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $2,326,282 | +18.8% | 43,223 | +9.3% | 0.94% | +5.2% |
| MELI | Buy | MERCADOLIBRE INC | $2,251,545 | +24.9% | 1,433 | +0.8% | 0.91% | +10.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,957,168 | +12.9% | 4,779 | -1.3% | 0.79% | 0.0% |
| ABBV | Sell | ABBVIE INC | $1,891,517 | +3.8% | 12,206 | -0.2% | 0.77% | -7.9% |
| TSLA | TESLA INC | $1,857,854 | -0.7% | 7,477 | 0.0% | 0.75% | -11.9% | |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,815,722 | +3.5% | 9,508 | -1.0% | 0.74% | -8.2% |
| MMM | Sell | 3M CO | $1,668,278 | +12.4% | 15,261 | -3.7% | 0.68% | -0.3% |
| JPM | Buy | JPMORGAN CHASE &CO | $1,567,343 | +18.0% | 9,214 | +0.6% | 0.64% | +4.6% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,439,855 | +17.3% | 11,730 | +0.2% | 0.58% | +3.9% |
| JNJ | Buy | JOHNSON &JOHNSON | $1,427,464 | +1.0% | 9,107 | +0.3% | 0.58% | -10.5% |
| FB | Buy | META PLATFORMS INCcl a | $1,409,469 | +18.1% | 3,982 | +0.1% | 0.57% | +4.6% |
| IDV | Buy | ISHARES TRintl sel div etf | $1,347,174 | +24.4% | 48,131 | +12.9% | 0.55% | +10.3% |
| Buy | CAPITAL GROUP GROWTH ETF | $1,329,818 | +16.0% | 47,107 | +0.6% | 0.54% | +2.9% | |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $1,259,515 | -7.5% | 54,666 | +0.0% | 0.51% | -18.0% |
| ASML | Buy | ASML HOLDING N V | $1,254,573 | +29.0% | 1,657 | +0.3% | 0.51% | +14.4% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,173,589 | +14.1% | 11,345 | +0.3% | 0.48% | +1.1% |
| SHOP | Sell | SHOPIFY INCcl a | $1,172,473 | +20.9% | 15,051 | -15.3% | 0.48% | +7.2% |
| GIS | GENERAL MLS INC | $1,155,779 | +1.8% | 17,743 | 0.0% | 0.47% | -9.8% | |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $1,037,519 | +0.3% | 29,408 | +0.4% | 0.42% | -11.2% |
| AMGN | Buy | AMGEN INC | $1,010,067 | +7.2% | 3,507 | +0.1% | 0.41% | -4.9% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $944,436 | +1.8% | 2,648 | 0.0% | 0.38% | -9.9% | |
| ABT | Sell | ABBOTT LABS | $932,073 | +9.0% | 8,468 | -4.1% | 0.38% | -3.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $888,589 | +23.3% | 2,931 | +8.2% | 0.36% | +9.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $884,018 | +27.0% | 5,913 | +17.2% | 0.36% | +12.5% |
| USB | Buy | US BANCORP DEL | $853,890 | +31.1% | 19,729 | +0.1% | 0.35% | +16.4% |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $838,128 | +19.6% | 32,574 | +6.5% | 0.34% | +5.9% | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $817,278 | +6.5% | 24,230 | 0.0% | 0.33% | -5.4% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $813,133 | +16.9% | 9,203 | +0.1% | 0.33% | +3.8% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $808,702 | -14.4% | 6,895 | -7.5% | 0.33% | -24.1% |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $745,037 | +9.6% | 15,554 | 0.0% | 0.30% | -2.9% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $634,873 | +7.5% | 12,552 | +1.2% | 0.26% | -4.4% |
| HON | HONEYWELL INTL INC | $615,862 | +13.5% | 2,937 | 0.0% | 0.25% | +0.8% | |
| HD | Sell | HOME DEPOT INC | $613,454 | +6.1% | 1,770 | -7.5% | 0.25% | -6.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $609,190 | -1.1% | 13,893 | +0.1% | 0.25% | -12.4% |
| GILD | Buy | GILEAD SCIENCES INC | $600,218 | +8.7% | 7,409 | +0.6% | 0.24% | -3.6% |
| VHT | VANGUARD WORLD FDShealth car etf | $573,856 | +6.6% | 2,289 | 0.0% | 0.23% | -5.3% | |
| IETC | Buy | ISHARES U S ETF TRu.s. tech indepd | $574,052 | +22.1% | 9,204 | +4.2% | 0.23% | +8.4% |
| PFE | Buy | PFIZER INC | $563,983 | -13.1% | 19,590 | +0.1% | 0.23% | -22.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $563,156 | +12.1% | 2,374 | +0.4% | 0.23% | -0.4% |
| XOM | Buy | EXXON MOBIL CORP | $563,554 | -15.0% | 5,637 | +0.0% | 0.23% | -24.4% |
| IFRA | Buy | ISHARES TRus infrastruc | $548,945 | +10.1% | 13,632 | +0.0% | 0.22% | -2.2% |
| SMH | VANECK ETF TRUSTsemiconductr etf | $546,644 | +20.6% | 3,126 | 0.0% | 0.22% | +7.2% | |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $544,679 | +0.5% | 11,017 | 0.0% | 0.22% | -10.9% | |
| SE | Buy | SEA LTDsponsord ads | $538,495 | -3.2% | 13,296 | +5.1% | 0.22% | -14.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $531,836 | +17.9% | 806 | +1.0% | 0.22% | +4.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $505,559 | +7.9% | 1,185 | +0.2% | 0.20% | -4.2% |
| DIS | Buy | DISNEY WALT CO | $495,781 | +11.5% | 5,491 | +0.1% | 0.20% | -1.5% |
| SRE | Buy | SEMPRA | $448,492 | +10.8% | 6,001 | +0.8% | 0.18% | -1.6% |
| VALE | Buy | VALE S Asponsored ads | $440,938 | +61.6% | 27,802 | +36.5% | 0.18% | +43.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $424,378 | +8.6% | 3,038 | +1.8% | 0.17% | -3.9% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $421,940 | +11.2% | 1,385 | -1.7% | 0.17% | -1.7% |
| TGT | Buy | TARGET CORP | $419,198 | +28.8% | 2,943 | +0.0% | 0.17% | +14.1% |
| EFV | Buy | ISHARES TReafe value etf | $413,295 | +8.6% | 7,933 | +2.0% | 0.17% | -3.4% |
| ORCL | Buy | ORACLE CORP | $413,602 | +0.5% | 3,923 | +1.0% | 0.17% | -10.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $401,829 | +46.4% | 2,002 | +28.9% | 0.16% | +29.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $402,545 | +14.2% | 1,295 | +0.1% | 0.16% | +1.2% |
| BROOKFIELD CORPcl a ltd vt sh | $380,880 | +28.3% | 9,494 | 0.0% | 0.16% | +14.0% | ||
| CNQ | Buy | CANADIAN NAT RES LTD | $379,795 | +94.6% | 5,797 | +92.1% | 0.15% | +73.0% |
| CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $379,055 | +14.4% | 7,151 | +0.4% | 0.15% | +1.3% |
| TMDX | TRANSMEDICS GROUP INC | $371,716 | +44.2% | 4,709 | 0.0% | 0.15% | +28.0% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $369,916 | +24.3% | 3,417 | +8.3% | 0.15% | +10.3% |
| T | Buy | AT&T INC | $370,432 | +13.4% | 22,076 | +1.5% | 0.15% | +0.7% |
| ISRG | INTUITIVE SURGICAL INC | $368,060 | +15.4% | 1,091 | 0.0% | 0.15% | +2.1% | |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $358,125 | +5.1% | 5,165 | -1.2% | 0.14% | -7.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $353,856 | +14.5% | 8,610 | +9.2% | 0.14% | +2.1% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $350,251 | +14.4% | 5,465 | +0.1% | 0.14% | +1.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $344,995 | +31.1% | 4,532 | +21.8% | 0.14% | +16.7% |
| NOW | Buy | SERVICENOW INC | $338,409 | +26.7% | 479 | +0.2% | 0.14% | +12.3% |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $336,041 | +14.0% | 5,635 | +0.3% | 0.14% | +0.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $331,977 | +49.0% | 6,503 | +40.4% | 0.14% | +32.4% |
| EFG | Buy | ISHARES TReafe grwth etf | $331,129 | +18.3% | 3,419 | +5.5% | 0.13% | +4.7% |
| MO | Buy | ALTRIA GROUP INC | $328,707 | -4.0% | 8,148 | +0.0% | 0.13% | -15.3% |
| SNOW | Buy | SNOWFLAKE INCcl a | $325,166 | +46.6% | 1,634 | +12.5% | 0.13% | +29.4% |
| V | Buy | VISA INC | $324,703 | +13.6% | 1,247 | +0.3% | 0.13% | +0.8% |
| IGRO | Buy | ISHARES TRintl div grwth | $319,432 | +10.3% | 4,947 | +1.3% | 0.13% | -2.3% |
| CVX | CHEVRON CORP NEW | $321,232 | -11.5% | 2,154 | 0.0% | 0.13% | -21.7% | |
| CSCO | Buy | CISCO SYS INC | $318,755 | -6.0% | 6,309 | +0.0% | 0.13% | -16.8% |
| PWV | Buy | INVESCO EXCHANGE TRADED FD Tlarge cap value | $317,580 | +14.4% | 6,259 | +5.5% | 0.13% | +1.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $317,521 | +45.7% | 2,154 | +1.7% | 0.13% | +29.0% |
| CAT | Buy | CATERPILLAR INC | $309,862 | +12.9% | 1,048 | +4.3% | 0.13% | 0.0% |
| HUM | HUMANA INC | $309,595 | -5.9% | 676 | 0.0% | 0.13% | -16.6% | |
| WFC | Buy | WELLS FARGO CO NEW | $302,789 | +20.5% | 6,152 | +0.0% | 0.12% | +7.0% |
| New | FIDELITY COVINGTON TRUSTenhanced small | $301,210 | – | 10,700 | +100.0% | 0.12% | – | |
| ARKK | ARK ETF TRinnovation etf | $297,978 | +32.0% | 5,690 | 0.0% | 0.12% | +17.5% | |
| DEW | WISDOMTREE TRglb high div fd | $298,260 | +7.6% | 6,111 | 0.0% | 0.12% | -4.7% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $295,631 | +11.4% | 1,067 | +0.3% | 0.12% | -0.8% |
| ARKW | ARK ETF TRnext gnrtn inter | $290,390 | +40.1% | 3,826 | 0.0% | 0.12% | +24.2% | |
| MDB | MONGODB INCcl a | $284,968 | +18.2% | 697 | 0.0% | 0.12% | +5.5% | |
| QCOM | Buy | QUALCOMM INC | $286,439 | +30.5% | 1,980 | +0.2% | 0.12% | +16.0% |
| BAC | Buy | BANK AMERICA CORP | $284,301 | +24.2% | 8,444 | +1.0% | 0.12% | +9.5% |
| IMCB | Sell | ISHARES TRmrgstr md cp etf | $282,190 | +10.2% | 4,204 | -1.9% | 0.12% | -1.7% |
| MCD | Buy | MCDONALDS CORP | $281,315 | +13.0% | 949 | +0.4% | 0.11% | 0.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $270,455 | +15.7% | 2,624 | +0.2% | 0.11% | +2.8% |
| MU | Buy | MICRON TECHNOLOGY INC | $264,920 | +34.3% | 3,104 | +7.0% | 0.11% | +20.0% |
| INTC | Buy | INTEL CORP | $262,341 | +52.1% | 5,221 | +7.6% | 0.11% | +34.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $254,143 | -7.2% | 3,031 | +0.1% | 0.10% | -17.6% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $249,046 | +5.7% | 4,335 | +1.5% | 0.10% | -6.5% |
| WMT | WALMART INC | $248,622 | -1.4% | 1,577 | 0.0% | 0.10% | -12.2% | |
| ASB | Buy | ASSOCIATED BANC CORP | $243,064 | +26.4% | 11,363 | +1.1% | 0.10% | +12.5% |
| BLK | BLACKROCK INC | $243,087 | +25.6% | 299 | 0.0% | 0.10% | +11.2% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $240,241 | +10.0% | 3,415 | +0.6% | 0.10% | -3.0% |
| IWP | ISHARES TRrus md cp gr etf | $236,942 | +14.4% | 2,268 | 0.0% | 0.10% | +1.1% | |
| STNE | STONECO LTD | $236,966 | +69.0% | 13,143 | 0.0% | 0.10% | +50.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $233,900 | +17.8% | 7,129 | 0.0% | 0.10% | +4.4% | |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $234,538 | +213.8% | 7,448 | +193.0% | 0.10% | +179.4% |
| U | UNITY SOFTWARE INC | $230,497 | +30.3% | 5,637 | 0.0% | 0.09% | +16.0% | |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $227,930 | +33.6% | 2,215 | +21.0% | 0.09% | +19.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $228,596 | +9.5% | 3,034 | +0.2% | 0.09% | -3.1% |
| SPGI | Buy | S&P GLOBAL INC | $229,166 | +20.8% | 520 | +0.2% | 0.09% | +6.9% |
| CSR | CENTERSPACE | $227,096 | -3.4% | 3,902 | 0.0% | 0.09% | -14.8% | |
| IGSB | Sell | ISHARES TR | $221,840 | +2.0% | 4,326 | -0.9% | 0.09% | -10.0% |
| PEP | Buy | PEPSICO INC | $221,471 | +0.7% | 1,304 | +0.5% | 0.09% | -10.9% |
| SRDX | SURMODICS INC | $218,609 | +13.3% | 6,014 | 0.0% | 0.09% | +1.1% | |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $217,677 | +89.3% | 7,295 | +67.9% | 0.09% | +66.0% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $217,548 | +20.2% | 5,408 | +10.5% | 0.09% | +6.0% |
| XEL | XCEL ENERGY INC | $217,872 | +8.2% | 3,519 | 0.0% | 0.09% | -4.3% | |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $217,343 | +12.4% | 2,088 | +2.4% | 0.09% | -1.1% |
| LLY | Buy | ELI LILLY &CO | $208,685 | +12.9% | 358 | +4.1% | 0.08% | 0.0% |
| Buy | NU HLDGS LTD | $190,690 | +63.0% | 22,892 | +41.9% | 0.08% | +42.6% | |
| ICSH | Buy | ISHARES TRblackrock ultra | $190,811 | +1.2% | 3,789 | +1.3% | 0.08% | -10.5% |
| ADM | ARCHER DANIELS MIDLAND CO | $188,350 | -4.2% | 2,608 | 0.0% | 0.08% | -15.6% | |
| PAGS | PAGSEGURO DIGITAL LTD | $182,866 | +44.8% | 14,664 | 0.0% | 0.07% | +27.6% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $178,291 | +12.7% | 812 | 0.0% | 0.07% | 0.0% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $177,498 | +20.6% | 4,708 | +3.7% | 0.07% | +7.5% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $174,377 | +4.8% | 3,172 | +2.1% | 0.07% | -6.6% |
| MRK | Buy | MERCK &CO INC | $174,432 | +6.3% | 1,600 | +0.4% | 0.07% | -5.3% |
| NTES | NETEASE INCsponsored ads | $169,598 | -7.0% | 1,821 | 0.0% | 0.07% | -16.9% | |
| Buy | GENERAL ELECTRIC CO | $167,523 | +15.6% | 1,313 | +0.2% | 0.07% | +3.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $165,896 | +10.0% | 2,875 | 0.0% | 0.07% | -2.9% | |
| SQ | BLOCK INCcl a | $165,916 | +74.8% | 2,145 | 0.0% | 0.07% | +55.8% | |
| BGNE | BEIGENE LTDsponsored adr | $156,733 | +0.3% | 869 | 0.0% | 0.06% | -11.1% | |
| AMAT | Buy | APPLIED MATLS INC | $154,668 | +17.3% | 954 | +0.2% | 0.06% | +5.0% |
| REGN | REGENERON PHARMACEUTICALS | $152,822 | +6.7% | 174 | 0.0% | 0.06% | -6.1% | |
| ATLASSIAN CORPORATIONcl a | $152,944 | +18.0% | 643 | 0.0% | 0.06% | +5.1% | ||
| ECL | Sell | ECOLAB INC | $153,518 | +9.9% | 774 | -6.2% | 0.06% | -3.1% |
| GLD | Sell | SPDR GOLD TR | $152,554 | +10.0% | 798 | -1.4% | 0.06% | -1.6% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $149,617 | +37.9% | 6,268 | +25.6% | 0.06% | +22.0% | |
| ABNB | Buy | AIRBNB INC | $148,256 | +19.3% | 1,089 | +20.2% | 0.06% | +5.3% |
| ARKF | Sell | ARK ETF TRfintech innova | $147,796 | +42.4% | 5,359 | -0.0% | 0.06% | +27.7% |
| DTE | DTE ENERGY CO | $145,733 | +11.1% | 1,322 | 0.0% | 0.06% | -1.7% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $144,105 | +37.9% | 2,302 | 0.0% | 0.06% | +20.8% | |
| IRM | IRON MTN INC DEL | $139,960 | +17.7% | 2,000 | 0.0% | 0.06% | +5.6% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $140,405 | +13.0% | 557 | +0.5% | 0.06% | 0.0% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $137,534 | +18.5% | 1,631 | +4.9% | 0.06% | +5.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $137,610 | +10.8% | 949 | +0.1% | 0.06% | -1.8% |
| New | FIDELITY COVINGTON TRUSTenhanced large | $134,422 | – | 5,057 | +100.0% | 0.06% | – | |
| HBAN | HUNTINGTON BANCSHARES INC | $134,349 | +22.3% | 10,562 | 0.0% | 0.06% | +10.0% | |
| F | Buy | FORD MTR CO DEL | $134,170 | -1.8% | 11,007 | +0.1% | 0.05% | -14.3% |
| ALPS ETF TR | $127,018 | +18.1% | 3,479 | 0.0% | 0.05% | +6.1% | ||
| HDB | Buy | HDFC BANK LTDsponsored ads | $128,113 | +19.0% | 1,909 | +4.7% | 0.05% | +6.1% |
| WM | Buy | WASTE MGMT INC DEL | $127,726 | +20.9% | 713 | +2.9% | 0.05% | +8.3% |
| NVS | NOVARTIS AGsponsored adr | $124,496 | -0.9% | 1,233 | 0.0% | 0.05% | -10.5% | |
| UBS | UBS GROUP AG | $126,505 | +25.4% | 4,094 | 0.0% | 0.05% | +10.9% | |
| PODD | INSULET CORP | $124,113 | +36.0% | 572 | 0.0% | 0.05% | +19.0% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $121,704 | -35.9% | 1,690 | -38.8% | 0.05% | -43.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $120,177 | +22.9% | 1,784 | +23.5% | 0.05% | +8.9% |
| XPEV | XPENG INCads | $121,126 | -20.5% | 8,302 | 0.0% | 0.05% | -30.0% | |
| WOLFSPEED INC | $117,259 | +14.2% | 2,695 | 0.0% | 0.05% | +2.1% | ||
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $117,460 | +2.4% | 11,251 | 0.0% | 0.05% | -9.4% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $115,283 | +4.9% | 217 | 0.0% | 0.05% | -6.0% | |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $115,241 | +8.5% | 2,112 | 0.0% | 0.05% | -4.1% | |
| O | REALTY INCOME CORP | $115,472 | +15.0% | 2,011 | 0.0% | 0.05% | +2.2% | |
| WEC | WEC ENERGY GROUP INC | $112,619 | +4.5% | 1,338 | 0.0% | 0.05% | -6.1% | |
| VPU | VANGUARD WORLD FDSutilities etf | $113,494 | +7.5% | 828 | 0.0% | 0.05% | -4.2% | |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $113,695 | +30.2% | 3,989 | +12.9% | 0.05% | +15.0% |
| UNP | Buy | UNION PAC CORP | $110,460 | +21.5% | 450 | +0.9% | 0.04% | +7.1% |
| IAU | ISHARES GOLD TRishares new | $107,450 | +11.5% | 2,753 | 0.0% | 0.04% | 0.0% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $107,382 | +41.7% | 1,853 | +30.9% | 0.04% | +25.7% |
| KO | Buy | COCA COLA CO | $108,401 | +9.6% | 1,839 | +4.1% | 0.04% | -2.2% |
| PANW | Buy | PALO ALTO NETWORKS INC | $108,221 | +26.1% | 367 | +0.3% | 0.04% | +12.8% |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $103,989 | +20.3% | 3,612 | 0.0% | 0.04% | +5.0% | |
| ON | Sell | ON SEMICONDUCTOR CORP | $103,577 | -32.5% | 1,240 | -24.8% | 0.04% | -40.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $104,408 | +13.1% | 432 | +0.2% | 0.04% | 0.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $99,961 | +11.8% | 953 | +0.1% | 0.04% | 0.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $101,374 | +12.2% | 963 | +0.3% | 0.04% | 0.0% |
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $98,133 | +114.6% | 4,324 | +103.3% | 0.04% | +90.5% | |
| PG | PROCTER AND GAMBLE CO | $99,058 | +0.5% | 676 | 0.0% | 0.04% | -11.1% | |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $99,733 | +14.6% | 1,052 | +0.1% | 0.04% | 0.0% |
| CCI | Buy | CROWN CASTLE INC | $97,792 | +25.8% | 849 | +0.5% | 0.04% | +11.1% |
| NICE | NICE LTDsponsored adr | $95,401 | +17.4% | 478 | 0.0% | 0.04% | +5.4% | |
| ORLY | OREILLY AUTOMOTIVE INC | $95,008 | +4.5% | 100 | 0.0% | 0.04% | -7.1% | |
| STZ | CONSTELLATION BRANDS INCcl a | $96,700 | -3.8% | 400 | 0.0% | 0.04% | -15.2% | |
| DE | DEERE &CO | $96,369 | +6.0% | 241 | 0.0% | 0.04% | -7.1% | |
| NKE | Buy | NIKE INCcl b | $95,807 | +14.1% | 882 | +0.5% | 0.04% | +2.6% |
| ADBE | Buy | ADOBE INC | $90,742 | +17.8% | 152 | +0.7% | 0.04% | +5.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $91,141 | +17.6% | 474 | +0.2% | 0.04% | +5.7% |
| EWBC | Buy | EAST WEST BANCORP INC | $91,664 | +67.9% | 1,274 | +23.0% | 0.04% | +48.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $91,355 | +18.2% | 1,340 | +0.3% | 0.04% | +5.7% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $88,878 | +13.4% | 1,379 | +0.5% | 0.04% | 0.0% |
| JD | JD.COM INCspon adr cl a | $88,635 | -0.8% | 3,068 | 0.0% | 0.04% | -12.2% | |
| NEE | NEXTERA ENERGY INC | $88,437 | +6.0% | 1,456 | 0.0% | 0.04% | -5.3% | |
| OTTR | New | OTTER TAIL CORP | $88,029 | – | 1,036 | +100.0% | 0.04% | – |
| MFC | MANULIFE FINL CORP | $87,781 | +20.9% | 3,972 | 0.0% | 0.04% | +9.1% | |
| COIN | COINBASE GLOBAL INC | $85,743 | +131.7% | 493 | 0.0% | 0.04% | +105.9% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $85,963 | +7.1% | 5,521 | +0.5% | 0.04% | -5.4% |
| GM | GENERAL MTRS CO | $86,675 | +8.9% | 2,413 | 0.0% | 0.04% | -2.8% | |
| ILMN | Sell | ILLUMINA INC | $84,519 | -52.6% | 607 | -53.2% | 0.03% | -58.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $83,447 | +8.7% | 1,074 | -3.2% | 0.03% | -2.9% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $81,803 | +15.3% | 1,265 | +8.0% | 0.03% | +3.1% |
| THG | HANOVER INS GROUP INC | $80,259 | +9.4% | 661 | 0.0% | 0.03% | -2.9% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $81,649 | +14.2% | 470 | +1.1% | 0.03% | 0.0% |
| SLYG | SPDR SER TRs&p 600 smcp grw | $80,368 | +14.1% | 961 | 0.0% | 0.03% | +3.1% | |
| ENB | ENBRIDGE INC | $79,568 | +8.5% | 2,209 | 0.0% | 0.03% | -5.9% | |
| TD | TORONTO DOMINION BK ONT | $80,000 | +7.2% | 1,238 | 0.0% | 0.03% | -5.9% | |
| NXPI | NXP SEMICONDUCTORS N V | $80,041 | +14.9% | 348 | 0.0% | 0.03% | 0.0% | |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $77,941 | +11.4% | 1,444 | +0.1% | 0.03% | 0.0% |
| Buy | LINDE PLC | $79,678 | +10.9% | 194 | +0.5% | 0.03% | -3.0% | |
| PTBD | Sell | PACER FDS TRtrendpilot us bd | $77,213 | +1.7% | 3,772 | -3.2% | 0.03% | -11.4% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $77,562 | +18.1% | 2,910 | +0.8% | 0.03% | +3.3% |
| IJK | ISHARES TRs&p mc 400gr etf | $77,567 | +9.7% | 979 | 0.0% | 0.03% | -3.1% | |
| WDAY | WORKDAY INCcl a | $76,469 | +28.5% | 277 | 0.0% | 0.03% | +14.8% | |
| BX | BLACKSTONE INC | $73,315 | +22.2% | 560 | 0.0% | 0.03% | +11.1% | |
| AFL | Buy | AFLAC INC | $74,782 | +7.9% | 906 | +0.3% | 0.03% | -6.2% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $71,794 | +12.7% | 789 | +0.8% | 0.03% | 0.0% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $71,800 | -10.6% | 926 | 0.0% | 0.03% | -21.6% | |
| CSX | Buy | CSX CORP | $70,683 | +13.0% | 2,039 | +0.2% | 0.03% | 0.0% |
| DLR | DIGITAL RLTY TR INC | $71,876 | +11.2% | 534 | 0.0% | 0.03% | -3.3% | |
| LOW | LOWES COS INC | $72,329 | +7.1% | 325 | 0.0% | 0.03% | -6.5% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $70,299 | +14.2% | 268 | +0.4% | 0.03% | +3.6% |
| PYPL | PAYPAL HLDGS INC | $68,718 | +5.0% | 1,119 | 0.0% | 0.03% | -6.7% | |
| TRV | TRAVELERS COMPANIES INC | $65,592 | +16.7% | 344 | 0.0% | 0.03% | +3.8% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $67,502 | +16.5% | 539 | +2.1% | 0.03% | 0.0% |
| Buy | BROOKFIELD ASSET MANAGMT LTD | $65,022 | +20.5% | 1,619 | +0.1% | 0.03% | +4.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $63,206 | +13.4% | 1,681 | 0.0% | 0.03% | 0.0% | |
| ALE | ALLETE INC | $63,362 | +15.8% | 1,036 | 0.0% | 0.03% | +4.0% | |
| NET | CLOUDFLARE INC | $64,776 | +32.1% | 778 | 0.0% | 0.03% | +18.2% | |
| PSA | Buy | PUBLIC STORAGE | $65,289 | +16.3% | 214 | +0.5% | 0.03% | 0.0% |
| INCY | INCYTE CORP | $62,790 | +8.7% | 1,000 | 0.0% | 0.02% | -3.8% | |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $62,264 | +14.1% | 768 | +0.5% | 0.02% | 0.0% |
| PH | Sell | PARKER-HANNIFIN CORP | $59,997 | -12.1% | 130 | -25.7% | 0.02% | -22.6% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $59,684 | – | 363 | +100.0% | 0.02% | – |
| LRN | STRIDE INC | $59,014 | +31.8% | 994 | 0.0% | 0.02% | +20.0% | |
| DOCU | DOCUSIGN INC | $58,320 | +41.5% | 981 | 0.0% | 0.02% | +26.3% | |
| IYC | ISHARES TRus consum discre | $57,585 | +13.2% | 760 | 0.0% | 0.02% | 0.0% | |
| MCK | MCKESSON CORP | $56,484 | +6.5% | 122 | 0.0% | 0.02% | -4.2% | |
| IBB | Buy | ISHARES TRishares biotech | $57,193 | +28.5% | 421 | +15.7% | 0.02% | +15.0% |
| RCL | ROYAL CARIBBEAN GROUP | $55,033 | +40.5% | 425 | 0.0% | 0.02% | +22.2% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $54,696 | +13.1% | 1,066 | +28.0% | 0.02% | 0.0% |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $53,650 | -14.0% | 2,140 | 0.0% | 0.02% | -24.1% | |
| FGRO | FIDELITY COVINGTON TRUSTfidelity growth | $52,790 | +15.7% | 2,783 | 0.0% | 0.02% | 0.0% | |
| HTHT | H WORLD GROUP LTDsponsored ads | $50,627 | -15.2% | 1,514 | 0.0% | 0.02% | -22.2% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $51,161 | +15.1% | 329 | +0.3% | 0.02% | +5.0% |
| AMP | AMERIPRISE FINL INC | $52,122 | +15.3% | 137 | 0.0% | 0.02% | 0.0% | |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $51,278 | +14.0% | 657 | 0.0% | 0.02% | 0.0% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $51,995 | +8.2% | 1,226 | 0.0% | 0.02% | -4.5% | |
| VEEV | VEEVA SYS INC | $51,018 | -5.4% | 265 | 0.0% | 0.02% | -16.0% | |
| WARNER BROS DISCOVERY INC | $51,301 | +4.8% | 4,508 | 0.0% | 0.02% | -4.5% | ||
| DXCM | DEXCOM INC | $50,629 | +33.0% | 408 | 0.0% | 0.02% | +23.5% | |
| TM | TOYOTA MOTOR CORPads | $48,896 | +2.0% | 267 | 0.0% | 0.02% | -9.1% | |
| TT | TRANE TECHNOLOGIES PLC | $48,780 | +20.2% | 200 | 0.0% | 0.02% | +5.3% | |
| VICE | Buy | ADVISORSHARES TRvice e t f | $50,506 | +5.7% | 1,869 | +0.5% | 0.02% | -9.1% |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $50,334 | +9.8% | 621 | +1.0% | 0.02% | -4.8% |
| ASG | LIBERTY ALL-STAR GROWTH FD I | $47,230 | +6.9% | 8,945 | 0.0% | 0.02% | -5.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $46,068 | +0.9% | 293 | 0.0% | 0.02% | -9.5% | |
| BA | BOEING CO | $45,876 | +36.0% | 176 | 0.0% | 0.02% | +26.7% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $46,259 | +8.2% | 824 | 0.0% | 0.02% | -5.0% | |
| AXP | Buy | AMERICAN EXPRESS CO | $43,405 | +26.9% | 232 | +1.3% | 0.02% | +12.5% |
| IGF | ISHARES TRglb infrastr etf | $44,509 | +8.7% | 946 | 0.0% | 0.02% | -5.3% | |
| MRNA | MODERNA INC | $43,323 | -3.7% | 436 | 0.0% | 0.02% | -14.3% | |
| Buy | CAPITAL GROUP CORE EQUITY ET | $43,611 | +13.1% | 1,541 | +0.3% | 0.02% | 0.0% | |
| GMAB | GENMAB A/Ssponsored ads | $42,443 | -9.7% | 1,333 | 0.0% | 0.02% | -22.7% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $41,983 | +27.3% | 538 | +18.0% | 0.02% | +13.3% |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $42,519 | -27.2% | 794 | -36.7% | 0.02% | -37.0% |
| PHM | PULTE GROUP INC | $42,320 | +39.4% | 410 | 0.0% | 0.02% | +21.4% | |
| TEL | TE CONNECTIVITY LTD | $42,734 | +13.7% | 304 | 0.0% | 0.02% | 0.0% | |
| RPM | Buy | RPM INTL INC | $40,872 | +18.1% | 366 | +0.3% | 0.02% | +6.2% |
| CANADIAN PACIFIC KANSAS CITY | $39,530 | +6.2% | 500 | 0.0% | 0.02% | -5.9% | ||
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $39,792 | +11.9% | 706 | +0.4% | 0.02% | 0.0% |
| GE HEALTHCARE TECHNOLOGIES I | $40,383 | +13.6% | 522 | 0.0% | 0.02% | 0.0% | ||
| CDAY | CERIDIAN HCM HLDG INC | $38,326 | -1.1% | 571 | 0.0% | 0.02% | -11.1% | |
| MSI | MOTOROLA SOLUTIONS INC | $39,136 | +15.0% | 125 | 0.0% | 0.02% | 0.0% | |
| ARGX | ARGENX SEsponsored adr | $39,565 | -22.6% | 104 | 0.0% | 0.02% | -30.4% | |
| MAS | MASCO CORP | $38,845 | +25.3% | 580 | 0.0% | 0.02% | +14.3% | |
| EMXC | Buy | ISHARES INCmsci emrg chn | $39,674 | +47.2% | 716 | +32.3% | 0.02% | +33.3% |
| AXON | AXON ENTERPRISE INC | $37,716 | +29.8% | 146 | 0.0% | 0.02% | +15.4% | |
| ROST | ROSS STORES INC | $36,806 | +22.6% | 266 | 0.0% | 0.02% | +7.1% | |
| VWOB | VANGUARD WHITEHALL FDSem mk gov bd etf | $37,931 | +7.8% | 595 | 0.0% | 0.02% | -6.2% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $37,345 | +7.3% | 2,175 | 0.0% | 0.02% | -6.2% | |
| MKC | Buy | MCCORMICK &CO INC | $37,152 | +10.9% | 543 | +22.6% | 0.02% | 0.0% |
| ITB | ISHARES TRus home cons etf | $37,131 | +29.6% | 365 | 0.0% | 0.02% | +15.4% | |
| CYRX | CRYOPORT INC | $37,672 | +13.0% | 2,432 | 0.0% | 0.02% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $36,520 | +5.7% | 504 | +1.2% | 0.02% | -6.2% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $38,085 | +9.8% | 1,923 | +1.7% | 0.02% | -6.2% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $37,894 | +2.5% | 492 | 0.0% | 0.02% | -11.8% | |
| IRTC | IRHYTHM TECHNOLOGIES INC | $36,651 | +13.6% | 342 | 0.0% | 0.02% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $35,054 | +9.3% | 338 | 0.0% | 0.01% | -6.7% | |
| OWL | Buy | BLUE OWL CAPITAL INC | $34,449 | +29.7% | 2,312 | +12.8% | 0.01% | +16.7% |
| DTM | DT MIDSTREAM INC | $33,702 | +3.6% | 615 | 0.0% | 0.01% | -6.7% | |
| SPSC | Sell | SPS COMM INC | $33,922 | +9.9% | 175 | -3.3% | 0.01% | 0.0% |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $34,229 | +2.8% | 476 | 0.0% | 0.01% | -6.7% | |
| ROK | ROCKWELL AUTOMATION INC | $34,774 | +8.6% | 112 | 0.0% | 0.01% | -6.7% | |
| PM | PHILIP MORRIS INTL INC | $34,836 | +1.6% | 370 | 0.0% | 0.01% | -12.5% | |
| DEO | DIAGEO PLCspon adr new | $31,199 | -2.4% | 214 | 0.0% | 0.01% | -13.3% | |
| VO | New | VANGUARD INDEX FDSmid cap etf | $31,174 | – | 134 | +100.0% | 0.01% | – |
| CVS | Buy | CVS HEALTH CORP | $30,925 | +22.6% | 392 | +8.6% | 0.01% | +8.3% |
| RTX | Buy | RTX CORPORATION | $30,964 | +18.9% | 368 | +1.7% | 0.01% | +8.3% |
| RIO | RIO TINTO PLCsponsored adr | $31,234 | +17.0% | 419 | 0.0% | 0.01% | +8.3% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $31,163 | -11.4% | 314 | -16.0% | 0.01% | -18.8% |
| AEP | AMERICAN ELEC PWR CO INC | $28,346 | +8.0% | 349 | 0.0% | 0.01% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $29,504 | +14.2% | 345 | 0.0% | 0.01% | 0.0% | |
| HRL | Buy | HORMEL FOODS CORP | $28,899 | -5.0% | 900 | +12.5% | 0.01% | -14.3% |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSadr b sek 10 | $28,999 | +29.6% | 4,603 | 0.0% | 0.01% | +20.0% | |
| C | Buy | CITIGROUP INC | $28,498 | +26.9% | 554 | +1.5% | 0.01% | +20.0% |
| UL | UNILEVER PLCspon adr new | $30,736 | -1.9% | 634 | 0.0% | 0.01% | -14.3% | |
| APD | AIR PRODS &CHEMS INC | $28,749 | -3.4% | 105 | 0.0% | 0.01% | -14.3% | |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $28,368 | – | 286 | +100.0% | 0.01% | – |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $28,596 | +52.5% | 112 | 0.0% | 0.01% | +33.3% | |
| STLA | STELLANTIS N.V | $28,497 | +21.9% | 1,222 | 0.0% | 0.01% | +9.1% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $30,495 | +8.7% | 381 | 0.0% | 0.01% | -7.7% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $30,110 | +14.1% | 544 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $29,193 | +11.4% | 185 | 0.0% | 0.01% | 0.0% | |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $28,422 | – | 769 | +100.0% | 0.01% | – |
| EMR | EMERSON ELEC CO | $29,175 | +0.8% | 300 | 0.0% | 0.01% | -7.7% | |
| KURE | Buy | KRANESHARES TRmsci all china | $28,942 | -1.4% | 1,655 | +0.2% | 0.01% | -7.7% |
| IJJ | ISHARES TRs&p mc 400vl etf | $29,878 | +13.0% | 262 | 0.0% | 0.01% | 0.0% | |
| ETN | Buy | EATON CORP PLC | $30,103 | +13.8% | 125 | +0.8% | 0.01% | 0.0% |
| HOWL | Buy | WEREWOLF THERAPEUTICS INC | $26,055 | +224.7% | 6,750 | +80.0% | 0.01% | +175.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $27,654 | +20.1% | 688 | +13.3% | 0.01% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $26,495 | +18.0% | 162 | +1.2% | 0.01% | +10.0% |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $28,171 | +6.5% | 1,764 | 0.0% | 0.01% | -8.3% | |
| EWJ | ISHARES INCmsci jpn etf new | $26,297 | +6.4% | 410 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INCcl a | $27,434 | +13.4% | 139 | 0.0% | 0.01% | 0.0% | |
| LOGI | LOGITECH INTL S A | $26,712 | +37.9% | 281 | 0.0% | 0.01% | +22.2% | |
| LRCX | LAM RESEARCH CORP | $26,610 | +25.4% | 34 | 0.0% | 0.01% | +10.0% | |
| TJX | TJX COS INC NEW | $26,661 | +5.5% | 284 | 0.0% | 0.01% | -8.3% | |
| CVE | New | CENOVUS ENERGY INC | $27,905 | – | 1,676 | +100.0% | 0.01% | – |
| AVA | AVISTA CORP | $27,448 | +10.4% | 768 | 0.0% | 0.01% | 0.0% | |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $25,046 | -1.3% | 928 | +0.1% | 0.01% | -16.7% |
| BP | BP PLCsponsored adr | $24,072 | -8.6% | 680 | 0.0% | 0.01% | -16.7% | |
| BHP | BHP GROUP LTDsponsored ads | $24,933 | +20.1% | 365 | 0.0% | 0.01% | 0.0% | |
| CVRX | CVRX INC | $25,368 | +107.3% | 807 | 0.0% | 0.01% | +66.7% | |
| CE | CELANESE CORP DEL | $25,481 | +23.8% | 164 | 0.0% | 0.01% | +11.1% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $23,716 | +11.5% | 314 | 0.0% | 0.01% | 0.0% | |
| DHR | Buy | DANAHER CORPORATION | $23,597 | -4.9% | 102 | +2.0% | 0.01% | -9.1% |
| DD | DUPONT DE NEMOURS INC | $24,618 | +3.1% | 320 | 0.0% | 0.01% | -9.1% | |
| HAS | HASBRO INC | $25,530 | -22.8% | 500 | 0.0% | 0.01% | -33.3% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $24,702 | +9.2% | 314 | 0.0% | 0.01% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $23,424 | +11.1% | 131 | 0.0% | 0.01% | 0.0% | |
| TSN | Buy | TYSON FOODS INCcl a | $25,249 | +7.5% | 470 | +1.1% | 0.01% | -9.1% |
| PBE | INVESCO EXCHANGE TRADED FD Tbiotechnology | $23,044 | +15.4% | 350 | 0.0% | 0.01% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $21,989 | +26.1% | 142 | 0.0% | 0.01% | +12.5% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $23,392 | +8.0% | 148 | 0.0% | 0.01% | -10.0% | |
| CB | Buy | CHUBB LIMITED | $21,696 | +10.9% | 96 | +2.1% | 0.01% | 0.0% |
| ALC | ALCON AG | $21,092 | +1.4% | 270 | 0.0% | 0.01% | -10.0% | |
| KR | KROGER CO | $22,855 | +2.1% | 500 | 0.0% | 0.01% | -10.0% | |
| DOW | Buy | DOW INC | $22,489 | +6.7% | 410 | +0.2% | 0.01% | -10.0% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $23,204 | +10.8% | 476 | +0.4% | 0.01% | -10.0% |
| CRM | Buy | SALESFORCE INC | $20,262 | +33.2% | 77 | +2.7% | 0.01% | +14.3% |
| FITB | FIFTH THIRD BANCORP | $19,694 | +36.2% | 571 | 0.0% | 0.01% | +14.3% | |
| TRP | TC ENERGY CORP | $19,545 | +13.6% | 500 | 0.0% | 0.01% | 0.0% | |
| WELL | WELLTOWER INC | $19,477 | +10.1% | 216 | 0.0% | 0.01% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $19,211 | +12.1% | 283 | 0.0% | 0.01% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $20,514 | +13.4% | 590 | 0.0% | 0.01% | 0.0% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $20,225 | +24.0% | 52 | +4.0% | 0.01% | +14.3% |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $20,130 | +8.3% | 175 | 0.0% | 0.01% | -11.1% | |
| Buy | GSK PLCsponsored adr | $18,737 | +2.6% | 506 | +0.4% | 0.01% | 0.0% | |
| AIEQ | ETF MANAGERS TRai powered eqt | $20,101 | +19.6% | 565 | 0.0% | 0.01% | 0.0% | |
| SAP | SAP SEspon adr | $19,324 | +19.5% | 125 | 0.0% | 0.01% | +14.3% | |
| BWAY | BRAINSWAY LTDsponsored ads | $19,151 | +60.4% | 2,955 | 0.0% | 0.01% | +60.0% | |
| SNY | SANOFIsponsored adr | $19,643 | -7.3% | 395 | 0.0% | 0.01% | -20.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $20,506 | -7.8% | 1,437 | 0.0% | 0.01% | -20.0% | |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $20,179 | +6.5% | 438 | +0.7% | 0.01% | -11.1% |
| CONSTELLATION ENERGY CORP | $18,702 | +7.2% | 160 | 0.0% | 0.01% | 0.0% | ||
| VTRS | Buy | VIATRIS INC | $18,625 | +10.0% | 1,720 | +0.2% | 0.01% | 0.0% |
| CPNG | COUPANG INCcl a | $20,076 | -4.8% | 1,240 | 0.0% | 0.01% | -20.0% | |
| TFC | TRUIST FINL CORP | $18,645 | +29.0% | 505 | 0.0% | 0.01% | +14.3% | |
| FDX | FEDEX CORP | $17,455 | -4.5% | 69 | 0.0% | 0.01% | -12.5% | |
| IWY | ISHARES TRrus tp200 gr etf | $18,048 | +13.9% | 103 | 0.0% | 0.01% | 0.0% | |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $16,980 | -4.8% | 571 | +0.5% | 0.01% | -12.5% |
| PIPR | PIPER SANDLER COMPANIES | $18,012 | +20.3% | 103 | 0.0% | 0.01% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $16,341 | +16.4% | 317 | 0.0% | 0.01% | +16.7% | |
| COKE | COCA COLA CONS INC | $16,474 | +46.0% | 18 | 0.0% | 0.01% | +40.0% | |
| SO | SOUTHERN CO | $17,951 | +8.3% | 256 | 0.0% | 0.01% | -12.5% | |
| ZYXI | ZYNEX INC | $17,097 | +36.1% | 1,570 | 0.0% | 0.01% | +16.7% | |
| EXC | Buy | EXELON CORP | $18,420 | -4.1% | 513 | +1.0% | 0.01% | -22.2% |
| DUK | DUKE ENERGY CORP NEW | $16,303 | +9.9% | 168 | 0.0% | 0.01% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $16,789 | -6.8% | 524 | 0.0% | 0.01% | -12.5% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $17,354 | +12.9% | 81 | 0.0% | 0.01% | 0.0% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $16,852 | +18.2% | 421 | +0.5% | 0.01% | 0.0% |
| ENVVENO MEDICAL CORPORATION | $16,848 | -4.6% | 3,278 | 0.0% | 0.01% | -12.5% | ||
| OTIS | OTIS WORLDWIDE CORP | $16,105 | +11.4% | 180 | 0.0% | 0.01% | 0.0% | |
| ILCB | Buy | ISHARES TRmorningstr us eq | $17,605 | +12.7% | 268 | +1.1% | 0.01% | 0.0% |
| OKTA | OKTA INCcl a | $13,670 | +11.1% | 151 | 0.0% | 0.01% | 0.0% | |
| IXUS | Buy | ISHARES TRcore msci total | $13,765 | +595.2% | 212 | +542.4% | 0.01% | +500.0% |
| BBH | VANECK ETF TRUSTbiotech etf | $14,547 | +6.2% | 88 | 0.0% | 0.01% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $14,458 | +14.7% | 88 | 0.0% | 0.01% | 0.0% | |
| DOCN | Sell | DIGITALOCEAN HLDGS INC | $15,410 | +3.4% | 420 | -32.3% | 0.01% | -14.3% |
| TCOM | TRIP COM GROUP LTDads | $15,628 | +3.0% | 434 | 0.0% | 0.01% | -14.3% | |
| FLEX | FLEX LTDord | $14,925 | +12.9% | 490 | 0.0% | 0.01% | 0.0% | |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $14,212 | +12.6% | 141 | +0.7% | 0.01% | 0.0% |
| ASAN | ASANA INCcl a | $14,942 | +3.8% | 786 | 0.0% | 0.01% | -14.3% | |
| IWV | Buy | ISHARES TRrussell 3000 etf | $13,687 | +520.4% | 50 | +455.6% | 0.01% | +500.0% |
| IWD | ISHARES TRrus 1000 val etf | $14,377 | +8.9% | 87 | 0.0% | 0.01% | 0.0% | |
| IGV | Buy | ISHARES TRexpanded tech | $13,792 | +26.3% | 34 | +6.2% | 0.01% | +20.0% |
| XHB | Buy | SPDR SER TRs&p homebuild | $13,775 | +35.3% | 144 | +8.3% | 0.01% | +20.0% |
| BGRN | Buy | ISHARES TRusd grn bond etf | $15,842 | +6.0% | 335 | +1.2% | 0.01% | -14.3% |
| MET | METLIFE INC | $14,747 | +5.1% | 223 | 0.0% | 0.01% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC | $15,246 | +36.5% | 24 | 0.0% | 0.01% | +20.0% | |
| AN | AUTONATION INC | $15,018 | -0.8% | 100 | 0.0% | 0.01% | -14.3% | |
| SBUX | STARBUCKS CORP | $14,226 | +5.6% | 148 | 0.0% | 0.01% | 0.0% | |
| NXST | NEXSTAR MEDIA GROUP INC | $15,675 | +9.3% | 100 | 0.0% | 0.01% | -14.3% | |
| SKX | SKECHERS U S A INCcl a | $15,897 | +27.4% | 255 | 0.0% | 0.01% | 0.0% | |
| VSTO | VISTA OUTDOOR INC | $15,646 | -10.7% | 529 | 0.0% | 0.01% | -25.0% | |
| ORI | Buy | OLD REP INTL CORP | $14,963 | +10.0% | 509 | +0.8% | 0.01% | 0.0% |
| IR | INGERSOLL RAND INC | $13,612 | +21.4% | 176 | 0.0% | 0.01% | +20.0% | |
| CME | CME GROUP INC | $14,110 | +5.2% | 67 | 0.0% | 0.01% | 0.0% | |
| RY | ROYAL BK CDA | $13,653 | +15.7% | 135 | 0.0% | 0.01% | +20.0% | |
| COP | CONOCOPHILLIPS | $14,973 | -3.1% | 129 | 0.0% | 0.01% | -14.3% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $12,780 | +7.4% | 209 | 0.0% | 0.01% | 0.0% | |
| HPQ | Buy | HP INC | $12,257 | +17.4% | 407 | +0.2% | 0.01% | 0.0% |
| VFC | V F CORP | $13,160 | +6.4% | 700 | 0.0% | 0.01% | -16.7% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $12,779 | +8.5% | 105 | 0.0% | 0.01% | 0.0% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $12,731 | +11.9% | 150 | 0.0% | 0.01% | 0.0% | |
| FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $13,035 | +19.4% | 100 | 0.0% | 0.01% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $12,666 | +11.4% | 210 | 0.0% | 0.01% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $12,759 | +0.6% | 105 | 0.0% | 0.01% | -16.7% | |
| OSK | OSHKOSH CORP | $12,303 | +14.1% | 113 | 0.0% | 0.01% | 0.0% | |
| ES | EVERSOURCE ENERGY | $12,961 | +6.1% | 210 | 0.0% | 0.01% | -16.7% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $11,784 | +60.1% | 26 | +44.4% | 0.01% | +66.7% |
| GMED | GLOBUS MED INCcl a | $11,884 | +7.3% | 223 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $12,651 | -6.3% | 264 | 0.0% | 0.01% | -16.7% | |
| VRNS | VARONIS SYS INC | $12,857 | +48.3% | 284 | 0.0% | 0.01% | +25.0% | |
| SRPT | SAREPTA THERAPEUTICS INC | $12,343 | -20.4% | 128 | 0.0% | 0.01% | -28.6% | |
| HII | HUNTINGTON INGALLS INDS INC | $12,982 | +26.9% | 50 | 0.0% | 0.01% | 0.0% | |
| PDD | PDD HOLDINGS INCsponsored ads | $11,851 | +49.2% | 81 | 0.0% | 0.01% | +25.0% | |
| QTWO | Q2 HLDGS INC | $13,023 | +34.5% | 300 | 0.0% | 0.01% | +25.0% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $13,082 | +12.1% | 235 | +0.4% | 0.01% | 0.0% |
| LEN | LENNAR CORPcl a | $13,414 | +32.8% | 90 | 0.0% | 0.01% | 0.0% | |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $11,655 | +3.2% | 505 | 0.0% | 0.01% | 0.0% | |
| IQLT | Buy | ISHARES TRmsci intl qualty | $12,320 | +28.2% | 328 | +14.7% | 0.01% | +25.0% |
| DVY | ISHARES TRselect divid etf | $13,480 | +8.9% | 115 | 0.0% | 0.01% | -16.7% | |
| FFTY | INNOVATOR ETFS TRibd 50 etf | $13,283 | +8.9% | 545 | 0.0% | 0.01% | -16.7% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $10,636 | -1.0% | 252 | 0.0% | 0.00% | -20.0% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $9,867 | +7.3% | 275 | 0.0% | 0.00% | 0.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $8,737 | +9.6% | 145 | +0.7% | 0.00% | 0.0% |
| New | FIDELITY COVINGTON TRUSTenhanced mid | $11,025 | – | 404 | +100.0% | 0.00% | – | |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $8,757 | +5.7% | 284 | +0.7% | 0.00% | 0.0% |
| KTB | KONTOOR BRANDS INC | $8,864 | +42.2% | 142 | 0.0% | 0.00% | +33.3% | |
| NVT | NVENT ELECTRIC PLC | $10,773 | +11.8% | 182 | 0.0% | 0.00% | 0.0% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $10,794 | +2.6% | 50 | -21.9% | 0.00% | -20.0% |
| BLOK | AMPLIFY ETF TRblockchain ldr | $10,000 | +49.8% | 335 | 0.0% | 0.00% | +33.3% | |
| ACGL | New | ARCH CAP GROUP LTDord | $8,838 | – | 119 | +100.0% | 0.00% | – |
| MTZ | MASTEC INC | $8,859 | +5.2% | 117 | 0.0% | 0.00% | 0.0% | |
| SCZ | Buy | ISHARES TReafe sml cp etf | $9,215 | +11.1% | 149 | +1.4% | 0.00% | 0.0% |
| WORLD GOLD TRspdr gld minis | $8,877 | +11.6% | 217 | 0.0% | 0.00% | 0.0% | ||
| CVY | Buy | INVESCO EXCHANGE TRADED FD Tzacks mult ast | $9,445 | +9.5% | 398 | +1.3% | 0.00% | 0.0% |
| NIO | NIO INCspon ads | $10,929 | +0.3% | 1,205 | 0.0% | 0.00% | -20.0% | |
| WRK | WESTROCK CO | $9,300 | +16.0% | 224 | 0.0% | 0.00% | 0.0% | |
| WST | WEST PHARMACEUTICAL SVSC INC | $9,539 | -6.1% | 27 | 0.0% | 0.00% | -20.0% | |
| BBY | Buy | BEST BUY INC | $9,136 | +14.2% | 117 | +1.7% | 0.00% | 0.0% |
| IP | INTERNATIONAL PAPER CO | $9,038 | +1.9% | 250 | 0.0% | 0.00% | 0.0% | |
| WPC | WP CAREY INC | $10,240 | +19.8% | 158 | 0.0% | 0.00% | 0.0% | |
| IDA | IDACORP INC | $9,734 | +5.0% | 99 | 0.0% | 0.00% | 0.0% | |
| New | BUNGE GLOBAL SA | $10,095 | – | 100 | +100.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $10,946 | +49.8% | 225 | 0.0% | 0.00% | +33.3% | |
| TTE | TOTALENERGIES SEsponsored ads | $8,894 | +2.5% | 132 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $8,923 | -7.9% | 124 | 0.0% | 0.00% | 0.0% | |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $9,807 | -44.5% | 193 | -39.9% | 0.00% | -50.0% |
| HERO | GLOBAL X FDSvdeo gam esprt | $10,972 | +8.1% | 544 | 0.0% | 0.00% | -20.0% | |
| GD | GENERAL DYNAMICS CORP | $10,164 | +18.2% | 39 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $10,440 | -3.4% | 445 | 0.0% | 0.00% | -20.0% | ||
| EW | EDWARDS LIFESCIENCES CORP | $9,846 | +10.1% | 129 | 0.0% | 0.00% | 0.0% | |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $9,897 | +30.8% | 116 | +0.9% | 0.00% | +33.3% |
| AFK | VANECK ETF TRUSTafrica index etf | $8,349 | -2.2% | 605 | 0.0% | 0.00% | -25.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $6,765 | -26.8% | 130 | -18.2% | 0.00% | -25.0% |
| PSX | PHILLIPS 66 | $8,388 | +10.8% | 63 | 0.0% | 0.00% | 0.0% | |
| FYBR | FRONTIER COMMUNICATIONS PARE | $8,236 | +61.9% | 325 | 0.0% | 0.00% | +50.0% | |
| KLAC | KLA CORP | $8,018 | +27.1% | 14 | 0.0% | 0.00% | 0.0% | |
| CHS | CHICOS FAS INC | $7,580 | +1.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $6,823 | +5.9% | 133 | 0.0% | 0.00% | 0.0% | |
| VIAC | PARAMOUNT GLOBAL | $6,389 | +14.6% | 432 | 0.0% | 0.00% | 0.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $8,097 | +18.8% | 100 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC | $6,966 | +3.4% | 200 | 0.0% | 0.00% | 0.0% | |
| DGRW | WISDOMTREE TRus qtly div grt | $7,309 | +10.7% | 104 | 0.0% | 0.00% | 0.0% | |
| FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $7,870 | -6.5% | 324 | 0.0% | 0.00% | -25.0% | |
| NFLX | Buy | NETFLIX INC | $6,329 | +39.7% | 13 | +8.3% | 0.00% | +50.0% |
| RWR | SPDR SER TRdj reit etf | $8,579 | +14.9% | 90 | 0.0% | 0.00% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP | $8,607 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $8,605 | +11.4% | 74 | 0.0% | 0.00% | -25.0% | |
| ANET | ARISTA NETWORKS INC | $8,478 | +28.0% | 36 | 0.0% | 0.00% | 0.0% | |
| ALLE | ALLEGION PLC | $8,362 | +21.6% | 66 | 0.0% | 0.00% | 0.0% | |
| ANTM | Buy | ELEVANCE HEALTH INC | $8,017 | +15.1% | 17 | +6.2% | 0.00% | 0.0% |
| TXN | TEXAS INSTRS INC | $6,307 | +7.2% | 37 | 0.0% | 0.00% | 0.0% | |
| GTNA | GRAY TELEVISION INCcl a | $8,565 | +14.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $8,525 | +17.2% | 79 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $6,313 | +21.6% | 315 | 0.0% | 0.00% | +50.0% | |
| Buy | HALEON PLCspon ads | $5,129 | -1.0% | 623 | +0.2% | 0.00% | 0.0% | |
| LRGE | LEGG MASON ETF INVTclearbrideg lr | $4,953 | +15.1% | 83 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $4,356 | +7.1% | 200 | 0.0% | 0.00% | 0.0% | |
| AOK | ISHARES TRconser alloc etf | $5,603 | +6.4% | 155 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $4,654 | +28.9% | 2,543 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $3,870 | +3.6% | 36 | 0.0% | 0.00% | 0.0% | |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $5,074 | +6.2% | 91 | +1.1% | 0.00% | 0.0% |
| IIM | INVESCO VALUE MUN INCOME TR | $3,742 | +12.8% | 319 | 0.0% | 0.00% | 0.0% | |
| PAM | PAMPA ENERGIA S Aspons adr lvl i | $5,645 | +32.5% | 114 | 0.0% | 0.00% | 0.0% | |
| PATK | PATRICK INDS INC | $5,218 | +33.7% | 52 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $4,732 | +20.6% | 777 | 0.0% | 0.00% | 0.0% | |
| PNW | PINNACLE WEST CAP CORP | $5,819 | -2.5% | 81 | 0.0% | 0.00% | -33.3% | |
| RNG | RINGCENTRAL INCcl a | $4,719 | +14.6% | 139 | 0.0% | 0.00% | 0.0% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $5,009 | +8.0% | 225 | 0.0% | 0.00% | 0.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,654 | +14.7% | 99 | +1.0% | 0.00% | 0.0% |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $4,706 | +8.5% | 135 | 0.0% | 0.00% | 0.0% | |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $4,496 | -22.1% | 71 | -27.6% | 0.00% | -33.3% |
| FAST | Buy | FASTENAL CO | $4,268 | +19.9% | 66 | +1.5% | 0.00% | 0.0% |
| JETS | ETF SER SOLUTIONSus glb jets | $4,157 | +11.7% | 218 | 0.0% | 0.00% | 0.0% | |
| TITN | TITAN MACHY INC | $5,920 | +8.6% | 205 | 0.0% | 0.00% | 0.0% | |
| DPZ | DOMINOS PIZZA INC | $4,122 | +8.8% | 10 | 0.0% | 0.00% | 0.0% | |
| DBEF | DBX ETF TRxtrack msci eafe | $5,547 | +6.0% | 150 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $4,259 | +9.4% | 100 | 0.0% | 0.00% | 0.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $3,980 | +7.6% | 100 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $5,080 | +35.1% | 274 | 0.0% | 0.00% | 0.0% | |
| BFA | New | BROWN FORMAN CORPcl a | $5,959 | – | 100 | +100.0% | 0.00% | – |
| BKH | BLACK HILLS CORP | $5,395 | +6.6% | 100 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK NOVA SCOTIA HALIFAX | $4,869 | +6.8% | 100 | 0.0% | 0.00% | 0.0% | |
| BMO | Buy | BANK MONTREAL QUE | $4,446 | +18.4% | 45 | +2.3% | 0.00% | 0.0% |
| WDC | WESTERN DIGITAL CORP. | $4,975 | +14.8% | 95 | 0.0% | 0.00% | 0.0% | |
| AVNS | AVANOS MED INC | $4,688 | +10.9% | 209 | 0.0% | 0.00% | 0.0% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $4,562 | +23.8% | 13 | +8.3% | 0.00% | 0.0% |
| APOG | APOGEE ENTERPRISES INC | $5,341 | +13.4% | 100 | 0.0% | 0.00% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $3,942 | +20.9% | 150 | 0.0% | 0.00% | +100.0% | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,272 | +6.8% | 79 | 0.0% | 0.00% | 0.0% | |
| AYX | ALTERYX INC | $5,848 | +25.1% | 124 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $6,159 | +25.6% | 44 | 0.0% | 0.00% | 0.0% | |
| MMYT | New | MAKEMYTRIP LIMITED MAURITIUS | $5,497 | – | 117 | +100.0% | 0.00% | – |
| New | VERALTO CORP | $2,715 | – | 33 | +100.0% | 0.00% | – | |
| BILI | Sell | BILIBILI INCspons ads rep z | $1,692 | -12.2% | 139 | -0.7% | 0.00% | 0.0% |
| DELL | DELL TECHNOLOGIES INCcl c | $2,984 | +11.1% | 39 | 0.0% | 0.00% | 0.0% | |
| NSPR | INSPIREMD INC | $3,094 | -14.1% | 1,101 | 0.0% | 0.00% | -50.0% | |
| DCI | DONALDSON INC | $1,438 | +9.6% | 22 | 0.0% | 0.00% | 0.0% | |
| ROKU | ROKU INC | $1,833 | +29.8% | 20 | 0.0% | 0.00% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $1,811 | -1.6% | 107 | +0.9% | 0.00% | 0.0% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,287 | +24.8% | 1 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,474 | -8.2% | 169 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $2,236 | +4.8% | 64 | 0.0% | 0.00% | 0.0% | |
| CHN | CHINA FD INC | $1,351 | -3.9% | 133 | 0.0% | 0.00% | 0.0% | |
| HMC | HONDA MOTOR LTDadr ech cnv in 3 | $3,091 | -8.1% | 100 | 0.0% | 0.00% | -50.0% | |
| WAB | WABTEC | $2,157 | +19.4% | 17 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $3,006 | +7.2% | 82 | 0.0% | 0.00% | 0.0% | |
| TGNA | TEGNA INC | $3,060 | +5.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BDX | New | BECTON DICKINSON &CO | $2,194 | – | 9 | +100.0% | 0.00% | – |
| PLD | PROLOGIS INC. | $3,354 | +19.6% | 25 | 0.0% | 0.00% | 0.0% | |
| W | New | WAYFAIR INCcl a | $3,517 | – | 57 | +100.0% | 0.00% | – |
| SONY | SONY GROUP CORPsponsored adr | $1,988 | +14.8% | 21 | 0.0% | 0.00% | 0.0% | |
| CHK | CHESAPEAKE ENERGY CORP | $1,701 | -10.1% | 22 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $1,244 | +24.5% | 125 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $2,948 | +22.5% | 510 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $1,884 | +6.4% | 107 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,721 | -11.6% | 7 | 0.0% | 0.00% | 0.0% | |
| NEP | NEXTERA ENERGY PARTNERS LP | $3,041 | +2.4% | 100 | 0.0% | 0.00% | 0.0% | |
| IQI | INVESCO QUALITY MUN INCOME T | $3,443 | +13.4% | 362 | 0.0% | 0.00% | 0.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC | $2,911 | -52.9% | 1,244 | 0.0% | 0.00% | -66.7% | |
| AZEK | AZEK CO INCcl a | $1,262 | +28.6% | 33 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $2,458 | -3.5% | 125 | 0.0% | 0.00% | 0.0% | |
| WCLD | WISDOMTREE TR | $2,621 | +18.0% | 75 | 0.0% | 0.00% | 0.0% | |
| AL | AIR LEASE CORPcl a | $2,516 | +6.4% | 60 | 0.0% | 0.00% | 0.0% | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $2,763 | -9.4% | 131 | 0.0% | 0.00% | 0.0% | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $1,505 | +5.0% | 52 | 0.0% | 0.00% | 0.0% | |
| MSB | MESABI TRctf ben int | $2,047 | +2.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $2,624 | +13.6% | 56 | 0.0% | 0.00% | 0.0% | |
| SWX | SOUTHWEST GAS HLDGS INC | $2,344 | +4.9% | 37 | 0.0% | 0.00% | 0.0% | |
| CPHC | CANTERBURY PK HLDG CORP | $2,043 | +2.9% | 100 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC | $1,409 | +2.7% | 16 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,092 | +14.6% | 13 | 0.0% | 0.00% | 0.0% | |
| MAT | MATTEL INC | $1,888 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $2,222 | +15.7% | 15 | 0.0% | 0.00% | 0.0% | |
| CI | THE CIGNA GROUP | $1,859 | +5.1% | 6 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2,367 | -15.6% | 28 | 0.0% | 0.00% | 0.0% | |
| XAR | SPDR SER TRaerospace def | $3,521 | +20.8% | 26 | 0.0% | 0.00% | 0.0% | |
| ARCO | ARCOS DORADOS HOLDINGS INC | $1,294 | +34.1% | 102 | 0.0% | 0.00% | – | |
| TOAST INCcl a | $2,283 | -2.5% | 125 | 0.0% | 0.00% | 0.0% | ||
| BTI | BRITISH AMERN TOB PLCsponsored adr | $1,787 | -6.7% | 61 | 0.0% | 0.00% | 0.0% | |
| PCYO | PURE CYCLE CORP | $2,094 | +9.1% | 200 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $2,564 | +0.4% | 27 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $1,563 | +5.4% | 40 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP | $1,451 | -14.8% | 10 | 0.0% | 0.00% | 0.0% | |
| MARA | MARATHON DIGITAL HOLDINGS IN | $2,349 | +176.4% | 100 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORPcl a | $2,332 | +57.9% | 51 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $1,620 | +12.9% | 9 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $3,460 | +16.0% | 66 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC | $2,954 | -24.7% | 702 | 0.0% | 0.00% | -50.0% | ||
| TDOC | TELADOC HEALTH INC | $2,090 | +15.9% | 97 | 0.0% | 0.00% | 0.0% | |
| RSG | REPUBLIC SVCS INC | $2,803 | +15.7% | 17 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT &PLATT INC | $2,617 | +3.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PNR | PENTAIR PLC | $2,618 | +12.3% | 36 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $2,003 | -11.5% | 620 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC | $1,597 | +0.4% | 7 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $3,601 | +7.3% | 262 | 0.0% | 0.00% | -50.0% | |
| AMRC | AMERESCO INCcl a | $3,167 | -17.9% | 100 | 0.0% | 0.00% | -50.0% | |
| EL | LAUDER ESTEE COS INCcl a | $3,539 | +1.2% | 24 | 0.0% | 0.00% | -50.0% | |
| TDG | TRANSDIGM GROUP INC | $2,023 | +20.0% | 2 | 0.0% | 0.00% | 0.0% | |
| FIBK | FIRST INTST BANCSYSTEM INC | $3,075 | +23.3% | 100 | 0.0% | 0.00% | 0.0% | |
| EOG | Sell | EOG RES INC | $2,419 | -26.6% | 20 | -23.1% | 0.00% | -50.0% |
| OGN | Sell | ORGANON &CO | $1,959 | -27.1% | 136 | -12.3% | 0.00% | 0.0% |
| BIIB | BIOGEN INC | $2,070 | +0.7% | 8 | 0.0% | 0.00% | 0.0% | |
| BROOKFIELD REINS LTDcl a exch lt vtg | $888 | +28.3% | 22 | 0.0% | 0.00% | – | ||
| ADI | New | ANALOG DEVICES INC | $397 | – | 2 | +100.0% | 0.00% | – |
| LAZR | LUMINAR TECHNOLOGIES INC | $674 | -25.9% | 200 | 0.0% | 0.00% | – | |
| LPSN | LIVEPERSON INC | $281 | -2.8% | 74 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $1,016 | +11.8% | 15 | 0.0% | 0.00% | – | |
| LI-CYCLE HOLDINGS CORP | $235 | -83.5% | 401 | 0.0% | 0.00% | -100.0% | ||
| LI | LI AUTO INCsponsored ads | $75 | +5.6% | 2 | 0.0% | 0.00% | – | |
| JAMF | Sell | JAMF HLDG CORP | $325 | -94.2% | 18 | -94.3% | 0.00% | -100.0% |
| JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $120 | +33.3% | 34 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $166 | +37.2% | 8 | 0.0% | 0.00% | – | ||
| ST | SENSATA TECHNOLOGIES HLDG PL | $1,129 | -0.5% | 30 | 0.0% | 0.00% | -100.0% | |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| EPR | EPR PPTYS | $388 | +16.9% | 8 | 0.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP | $667 | +3.9% | 96 | 0.0% | 0.00% | – | |
| GLOBAL X FDSblockchain &bit | $858 | +61.0% | 16 | 0.0% | 0.00% | – | ||
| DYNATRONICS CORP | $839 | -22.0% | 1,434 | 0.0% | 0.00% | – | ||
| GTN | GRAY TELEVISION INC | $896 | +29.5% | 100 | 0.0% | 0.00% | – | |
| DRAFTKINGS INC NEW | $458 | +19.6% | 13 | 0.0% | 0.00% | – | ||
| PRLB | PROTO LABS INC | $740 | +47.4% | 19 | 0.0% | 0.00% | – | |
| TRVN | TREVENA INC | $17 | +21.4% | 23 | 0.0% | 0.00% | – | |
| PGR | New | PROGRESSIVE CORP | $478 | – | 3 | +100.0% | 0.00% | – |
| TWLO | TWILIO INCcl a | $986 | +29.6% | 13 | 0.0% | 0.00% | – | |
| BODY | Exit | THE BEACHBODY COMPANY INC | $0 | – | -3,195 | -100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $308 | – | 5 | +100.0% | 0.00% | – |
| PATH | UIPATH INCcl a | $1,192 | +45.2% | 48 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $1,086 | +31.0% | 130 | 0.0% | 0.00% | – | |
| GBNH | GREENBROOK TMS INC | $1,071 | +4.1% | 3,959 | 0.0% | 0.00% | – | |
| UIS | UNISYS CORP | $169 | +62.5% | 30 | 0.0% | 0.00% | – | |
| PRECISION OPTICS CORP INC MA | $12 | 0.0% | 2 | 0.0% | 0.00% | – | ||
| DXC | DXC TECHNOLOGY CO | $183 | +9.6% | 8 | 0.0% | 0.00% | – | |
| CUE HEALTH INC | $23 | -63.5% | 142 | 0.0% | 0.00% | – | ||
| PII | POLARIS INC | $829 | -8.3% | 9 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC | $94 | +4.4% | 45 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $900 | -40.8% | 200 | 0.0% | 0.00% | -100.0% | |
| PINS | PINTEREST INCcl a | $370 | +37.0% | 10 | 0.0% | 0.00% | – | |
| CRESY | CRESUD S A C I F Y Asponsored adr | $1,033 | +41.7% | 109 | 0.0% | 0.00% | – | |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $448 | -13.5% | 35 | 0.0% | 0.00% | – | |
| CRTX | QUINCE THERAPEUTICS INC | $326 | -6.1% | 310 | 0.0% | 0.00% | – | |
| K | KELLANOVA | $640 | -5.2% | 11 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC | $214 | +12.6% | 48 | 0.0% | 0.00% | – | |
| PENN | PENN ENTERTAINMENT INC | $104 | +13.0% | 4 | 0.0% | 0.00% | – | |
| ICUI | ICU MED INC | $997 | -16.2% | 10 | 0.0% | 0.00% | -100.0% | |
| CHWY | Sell | CHEWY INCcl a | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| CHGG | CHEGG INC | $795 | +27.4% | 70 | 0.0% | 0.00% | – | |
| CELULARITY INC | $424 | +11.6% | 1,712 | 0.0% | 0.00% | – | ||
| New | CANOPY GROWTH CORP | $26 | – | 5 | +100.0% | 0.00% | – | |
| Sell | IMAC HLDGS INC | $44 | -90.0% | 20 | -90.9% | 0.00% | – | |
| BROOKFIELD BUSINESS CORPcl a exc sub vtg | $466 | +28.7% | 20 | 0.0% | 0.00% | – | ||
| BHF | BRIGHTHOUSE FINL INC | $265 | +8.2% | 5 | 0.0% | 0.00% | – | |
| BRIGHT HEALTH GROUP INC | $488 | +27.7% | 64 | 0.0% | 0.00% | – | ||
| ORION OFFICE REIT INC | $1,150 | +9.8% | 201 | 0.0% | 0.00% | – | ||
| VV | New | VANGUARD INDEX FDSlarge cap etf | $436 | – | 2 | +100.0% | 0.00% | – |
| BB | BLACKBERRY LTD | $18 | -25.0% | 5 | 0.0% | 0.00% | – | |
| BIVI | BIOVIE INCcl a new | $737 | -63.1% | 585 | 0.0% | 0.00% | -100.0% | |
| ORGANIGRAM HLDGS INC | $30 | 0.0% | 23 | 0.0% | 0.00% | – | ||
| SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC | $243 | +27.2% | 99 | -6.6% | 0.00% | – |
| BYND | BEYOND MEAT INC | $294 | -7.3% | 33 | 0.0% | 0.00% | – | |
| NUWELLIS INC | $8 | -57.9% | 13 | 0.0% | 0.00% | – | ||
| VST | VISTRA CORP | $270 | +16.4% | 7 | 0.0% | 0.00% | – | |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| New | WK KELLOGG CO | $27 | – | 2 | +100.0% | 0.00% | – | |
| BELLRING BRANDS INC | $1,109 | +34.4% | 20 | 0.0% | 0.00% | – | ||
| WBA | WALGREENS BOOTS ALLIANCE INC | $62 | +19.2% | 2 | 0.0% | 0.00% | – | |
| New | THE BEACHBODY COMPANY INC | $522 | – | 63 | +100.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $646 | -8.6% | 189 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $109 | -44.4% | 125 | 0.0% | 0.00% | – | |
| INTU | New | INTUIT | $625 | – | 1 | +100.0% | 0.00% | – |
| BIMI INTERNATIONAL MEDICAL I | $18 | +38.5% | 8 | 0.0% | 0.00% | – | ||
| New | NET LEASE OFFICE PROPERTIES | $185 | – | 10 | +100.0% | 0.00% | – | |
| MS | New | MORGAN STANLEY | $466 | – | 5 | +100.0% | 0.00% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $233 | – | 1 | +100.0% | 0.00% | – |
| ASXC | ASENSUS SURGICAL INC | $228 | +18.1% | 714 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $71 | +86.8% | 4 | 0.0% | 0.00% | – | ||
| Z | ZILLOW GROUP INCcl c cap stk | $636 | +25.2% | 11 | 0.0% | 0.00% | – | |
| MPW | MEDICAL PPTYS TRUST INC | $982 | -9.9% | 200 | 0.0% | 0.00% | – | |
| MUB | New | ISHARES TRnational mun etf | $217 | – | 2 | +100.0% | 0.00% | – |
| MMC | New | MARSH &MCLENNAN COS INC | $189 | – | 1 | +100.0% | 0.00% | – |
| MRO | MARATHON OIL CORP | $701 | -9.7% | 29 | 0.0% | 0.00% | – | |
| SFIX | Exit | STITCH FIX INC | $0 | – | -100 | -100.0% | 0.00% | – |
| BBU | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $823 | +35.4% | 40 | 0.0% | 0.00% | – | |
| FROG | JFROG LTD | $831 | +36.5% | 24 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $330 | -3.5% | 11 | 0.0% | 0.00% | – | |
| MSOS | ADVISORSHARES TRpure us cannabis | $127 | -11.2% | 18 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $555 | +9.9% | 15 | 0.0% | 0.00% | – | |
| Exit | SENESTECH INC | $0 | – | -6 | -100.0% | 0.00% | – | |
| EVGO | Exit | EVGO INC | $0 | – | -162 | -100.0% | 0.00% | – |
| SENS | Sell | SENSEONICS HLDGS INC | $176 | -94.5% | 309 | -94.2% | 0.00% | -100.0% |
| SJM | SMUCKER J M CO | $253 | +2.8% | 2 | 0.0% | 0.00% | – | |
| SNDL INC | $26 | -13.3% | 16 | 0.0% | 0.00% | – | ||
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| ETSY | ETSY INC | $973 | +25.5% | 12 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC | $987 | +14.1% | 39 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $1,080 | +11.7% | 22 | 0.0% | 0.00% | – | ||
| EDIT | EDITAS MEDICINE INC | $61 | +29.8% | 6 | 0.0% | 0.00% | – | |
| RIOT | RIOT PLATFORMS INC | $248 | +66.4% | 16 | 0.0% | 0.00% | – | |
| FEZ | Exit | SPDR INDEX SHS FDSeuro stoxx 50 | $0 | – | -45 | -100.0% | -0.00% | – |
| REMX | Exit | VANECK ETF TRUSTrare earth/strtg | $0 | – | -26 | -100.0% | -0.00% | – |
| AON | Exit | AON PLC | $0 | – | -10 | -100.0% | -0.00% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -15 | -100.0% | -0.00% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -43 | -100.0% | -0.00% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -304 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -21 | -100.0% | -0.00% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -36 | -100.0% | -0.00% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -17 | -100.0% | -0.00% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -34 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -79 | -100.0% | -0.00% | – |
| VMW | Exit | VMWARE INC | $0 | – | -17 | -100.0% | -0.00% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -49 | -100.0% | -0.00% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -191 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -95 | -100.0% | -0.00% | – |
| PLM | Exit | POLYMET MNG CORP | $0 | – | -2,800 | -100.0% | -0.00% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -354 | -100.0% | -0.00% | – |
| VFL | Exit | ABRDN NATL MUN INCOME FDsh ben int | $0 | – | -1,013 | -100.0% | -0.00% | – |
| BG | Exit | BUNGE LIMITED | $0 | – | -100 | -100.0% | -0.01% | – |
| ARCE | Exit | ARCO PLATFORM LTD | $0 | – | -1,071 | -100.0% | -0.01% | – |
| SGEN | Exit | SEAGEN INC | $0 | – | -766 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-01
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.