$264 Million is the total value of Financial Perspectives, Inc's 669 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 9.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MDT | Sell | MEDTRONIC PLC | $20,517,415 | +4.1% | 235,426 | -1.6% | 7.78% | -2.8% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $16,180,564 | +8.0% | 133,735 | -0.3% | 6.13% | +0.9% |
MSFT | Sell | MICROSOFT CORP | $13,889,538 | +11.7% | 33,014 | -0.2% | 5.26% | +4.3% |
VGT | Sell | VANGUARD WORLD FDinf tech etf | $12,850,438 | +4.5% | 24,508 | -3.5% | 4.87% | -2.4% |
AAPL | Sell | APPLE INC | $11,012,897 | -12.6% | 64,223 | -1.8% | 4.17% | -18.3% |
BSX | Sell | BOSTON SCIENTIFIC CORP | $10,008,433 | +18.5% | 146,130 | -0.0% | 3.79% | +10.7% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,025,254 | +4.6% | 43,948 | -2.4% | 3.04% | -2.3% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $7,940,991 | +16.3% | 94,043 | +3.4% | 3.01% | +8.6% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $7,875,317 | +5.6% | 96,594 | +2.8% | 2.98% | -1.3% |
HDV | Buy | ISHARES TRcore high dv etf | $7,546,641 | +11.4% | 68,475 | +3.1% | 2.86% | +4.1% |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $6,716,029 | +0.8% | 97,617 | -2.6% | 2.55% | -5.9% |
AVGO | Sell | BROADCOM INC | $5,417,908 | +18.2% | 4,088 | -0.4% | 2.05% | +10.4% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $5,001,091 | -0.7% | 99,130 | -1.1% | 1.90% | -7.2% |
FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $4,950,703 | +11.0% | 104,050 | +4.1% | 1.88% | +3.7% |
FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $4,342,932 | +8.5% | 27,868 | +0.0% | 1.65% | +1.4% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,270,351 | +30.9% | 31,388 | +0.1% | 1.62% | +22.3% |
GOOG | Buy | ALPHABET INCcap stk cl c | $4,165,225 | +10.4% | 27,356 | +2.2% | 1.58% | +3.1% |
NVDA | Sell | NVIDIA CORPORATION | $3,693,604 | +53.9% | 4,088 | -15.6% | 1.40% | +43.7% |
AMZN | Buy | AMAZON COM INC | $3,658,648 | +18.7% | 20,283 | +0.0% | 1.39% | +10.9% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,248,912 | +11.4% | 6,211 | +1.2% | 1.23% | +4.1% |
IVV | Buy | ISHARES TRcore s&p500 etf | $3,169,127 | +10.8% | 6,028 | +0.7% | 1.20% | +3.4% |
VOO | Buy | VANGUARD INDEX FDS | $2,767,600 | +11.4% | 5,757 | +1.2% | 1.05% | +4.1% |
DGRO | Buy | ISHARES TRcore div grwth | $2,688,364 | +15.6% | 46,303 | +7.1% | 1.02% | +7.9% |
ABBV | Sell | ABBVIE INC | $2,221,888 | +17.5% | 12,201 | -0.0% | 0.84% | +9.6% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,189,658 | +11.9% | 4,932 | +3.2% | 0.83% | +4.5% |
MELI | Sell | MERCADOLIBRE INC | $2,156,826 | -4.2% | 1,427 | -0.4% | 0.82% | -10.5% |
UNH | Sell | UNITEDHEALTH GROUP INC | $2,125,740 | -24.9% | 4,297 | -20.1% | 0.81% | -29.9% |
VDC | Buy | VANGUARD WORLD FDconsum stp etf | $1,963,629 | +8.1% | 9,619 | +1.2% | 0.74% | +0.9% |
FB | Sell | META PLATFORMS INCcl a | $1,924,104 | +36.5% | 3,962 | -0.5% | 0.73% | +27.4% |
JPM | Sell | JPMORGAN CHASE & CO | $1,827,025 | +16.6% | 9,121 | -1.0% | 0.69% | +9.0% |
IDV | Buy | ISHARES TRintl sel div etf | $1,669,014 | +23.9% | 59,523 | +23.7% | 0.63% | +15.7% |
ASML | Buy | ASML HOLDING N V | $1,610,599 | +28.4% | 1,660 | +0.2% | 0.61% | +19.8% |
MMM | Sell | 3M CO | $1,608,103 | -3.6% | 15,161 | -0.7% | 0.61% | -9.9% |
IYW | Buy | ISHARES TRu.s. tech etf | $1,598,512 | +11.0% | 11,836 | +0.9% | 0.61% | +3.8% |
Buy | CAPITAL GROUP GROWTH ETF | $1,515,347 | +14.0% | 47,369 | +0.6% | 0.57% | +6.3% | |
NVO | Buy | NOVO-NORDISK A Sadr | $1,458,560 | +24.3% | 11,360 | +0.1% | 0.55% | +16.2% |
FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $1,415,044 | +12.3% | 54,698 | +0.1% | 0.54% | +4.9% |
TSLA | Buy | TESLA INC | $1,339,498 | -27.9% | 7,620 | +1.9% | 0.51% | -32.6% |
GIS | GENERAL MLS INC | $1,241,478 | +7.4% | 17,743 | 0.0% | 0.47% | +0.4% | |
JNJ | Sell | JOHNSON & JOHNSON | $1,233,810 | -13.6% | 7,800 | -14.4% | 0.47% | -19.2% |
SHOP | Buy | SHOPIFY INCcl a | $1,171,518 | -0.1% | 15,181 | +0.9% | 0.44% | -6.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,069,382 | +13.2% | 2,543 | -4.0% | 0.40% | +5.7% |
BIPC | Sell | BROOKFIELD INFRASTRUCTURE CO | $1,057,861 | +2.0% | 29,352 | -0.2% | 0.40% | -4.8% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,055,512 | +19.4% | 6,481 | +9.6% | 0.40% | +11.4% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $1,020,083 | +14.8% | 3,027 | +3.3% | 0.39% | +7.2% |
Buy | CAPITAL GROUP GBL GROWTH EQT | $994,720 | +18.7% | 34,539 | +6.0% | 0.38% | +10.9% | |
AMGN | Sell | AMGEN INC | $988,351 | -2.1% | 3,476 | -0.9% | 0.38% | -8.5% |
ABT | ABBOTT LABS | $962,473 | +3.3% | 8,468 | 0.0% | 0.36% | -3.4% | |
VDE | Buy | VANGUARD WORLD FDenergy etf | $909,985 | +12.5% | 6,910 | +0.2% | 0.34% | +5.2% |
USB | Buy | US BANCORP DEL | $882,849 | +3.4% | 19,751 | +0.1% | 0.34% | -3.5% |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $862,830 | +5.6% | 24,230 | 0.0% | 0.33% | -1.5% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $796,231 | -2.1% | 9,207 | +0.0% | 0.30% | -8.5% |
VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $780,344 | +4.7% | 15,554 | 0.0% | 0.30% | -2.0% | |
IETC | Buy | ISHARES U S ETF TRu.s. tech indepd | $716,899 | +24.9% | 10,126 | +10.0% | 0.27% | +16.7% |
SE | Buy | SEA LTDsponsord ads | $715,910 | +32.9% | 13,329 | +0.2% | 0.27% | +23.7% |
VHT | Buy | VANGUARD WORLD FDhealth car etf | $697,919 | +21.6% | 2,580 | +12.7% | 0.26% | +13.7% |
SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $692,294 | +26.6% | 3,077 | -1.6% | 0.26% | +18.0% |
HD | Sell | HOME DEPOT INC | $670,502 | +9.3% | 1,748 | -1.2% | 0.25% | +2.0% |
IEMG | Buy | ISHARES INCcore msci emkt | $652,682 | +2.8% | 12,649 | +0.8% | 0.25% | -4.3% |
DIS | Sell | DISNEY WALT CO | $649,026 | +30.9% | 5,304 | -3.4% | 0.25% | +22.4% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $618,686 | +9.9% | 2,380 | +0.3% | 0.24% | +2.6% |
XOM | Sell | EXXON MOBIL CORP | $611,096 | +8.4% | 5,257 | -6.7% | 0.23% | +1.3% |
HON | HONEYWELL INTL INC | $602,765 | -2.1% | 2,937 | 0.0% | 0.23% | -8.8% | |
IFRA | Buy | ISHARES TRus infrastruc | $591,114 | +7.7% | 13,633 | +0.0% | 0.22% | +0.4% |
GILD | Buy | GILEAD SCIENCES INC | $589,913 | -1.7% | 8,053 | +8.7% | 0.22% | -8.2% |
CMCSA | Sell | COMCAST CORP NEWcl a | $586,844 | -3.7% | 13,537 | -2.6% | 0.22% | -10.1% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $569,868 | +12.7% | 1,183 | -0.2% | 0.22% | +5.4% |
COST | Sell | COSTCO WHSL CORP NEW | $567,818 | +6.8% | 775 | -3.8% | 0.22% | -0.5% |
VUSB | VANGUARD BD INDEX FDSvanguard ultra | $545,892 | +0.2% | 11,017 | 0.0% | 0.21% | -6.3% | |
PFE | Sell | PFIZER INC | $534,378 | -5.2% | 19,257 | -1.7% | 0.20% | -11.4% |
TGT | Sell | TARGET CORP | $500,879 | +19.5% | 2,826 | -4.0% | 0.19% | +11.8% |
ORCL | Sell | ORACLE CORP | $492,281 | +19.0% | 3,919 | -0.1% | 0.19% | +11.3% |
CNQ | Buy | CANADIAN NAT RES LTD | $487,535 | +28.4% | 6,388 | +10.2% | 0.18% | +20.1% |
IWM | Buy | ISHARES TRrussell 2000 etf | $452,191 | +12.5% | 2,150 | +7.4% | 0.17% | +4.9% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $448,643 | +11.5% | 1,303 | +0.6% | 0.17% | +4.3% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $447,507 | +5.5% | 2,965 | -2.4% | 0.17% | -1.2% |
IJR | Buy | ISHARES TRcore s&p scp etf | $446,732 | +20.8% | 4,042 | +18.3% | 0.17% | +12.7% |
VCR | Buy | VANGUARD WORLD FDconsum dis etf | $440,821 | +4.5% | 1,387 | +0.1% | 0.17% | -2.3% |
ISRG | INTUITIVE SURGICAL INC | $435,407 | +18.3% | 1,091 | 0.0% | 0.16% | +10.7% | |
SRE | Buy | SEMPRA | $434,381 | -3.1% | 6,047 | +0.8% | 0.16% | -9.3% |
EFV | Buy | ISHARES TReafe value etf | $432,900 | +4.7% | 7,958 | +0.3% | 0.16% | -2.4% |
EFG | Buy | ISHARES TReafe grwth etf | $399,798 | +20.7% | 3,852 | +12.7% | 0.15% | +13.4% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $400,800 | +16.2% | 4,971 | +9.7% | 0.15% | +8.6% |
CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $397,090 | +4.8% | 7,151 | 0.0% | 0.15% | -1.9% | |
BROOKFIELD CORPcl a ltd vt sh | $397,493 | +4.4% | 9,494 | 0.0% | 0.15% | -2.6% | ||
CAT | CATERPILLAR INC | $384,019 | +23.9% | 1,048 | 0.0% | 0.15% | +15.9% | |
AMD | Sell | ADVANCED MICRO DEVICES INC | $381,375 | +20.1% | 2,113 | -1.9% | 0.14% | +12.4% |
TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $380,979 | +8.8% | 5,468 | +0.1% | 0.14% | +1.4% |
VALE | Buy | VALE S Asponsored ads | $366,607 | -16.9% | 30,074 | +8.2% | 0.14% | -22.3% |
EFAV | ISHARES TRmsci eafe min vl | $366,079 | +2.2% | 5,165 | 0.0% | 0.14% | -4.1% | |
NOW | Sell | SERVICENOW INC | $364,427 | +7.7% | 478 | -0.2% | 0.14% | +0.7% |
MO | Buy | ALTRIA GROUP INC | $355,531 | +8.2% | 8,151 | +0.0% | 0.14% | +1.5% |
MU | Sell | MICRON TECHNOLOGY INC | $354,889 | +34.0% | 3,010 | -3.0% | 0.14% | +25.0% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $354,623 | +0.2% | 8,490 | -1.4% | 0.13% | -6.9% |
V | Sell | VISA INC | $339,126 | +4.4% | 1,215 | -2.6% | 0.13% | -2.3% |
DFE | Buy | WISDOMTREE TReurope smcp dv | $337,949 | +0.6% | 5,656 | +0.4% | 0.13% | -5.9% |
QCOM | Sell | QUALCOMM INC | $334,683 | +16.8% | 1,977 | -0.2% | 0.13% | +9.5% |
IGRO | Buy | ISHARES TRintl div grwth | $334,573 | +4.7% | 4,967 | +0.4% | 0.13% | -2.3% |
CVX | Sell | CHEVRON CORP NEW | $328,668 | +2.3% | 2,084 | -3.2% | 0.12% | -3.8% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $327,918 | +10.9% | 5,399 | +406.0% | 0.12% | +3.3% |
Buy | FIDELITY COVINGTON TRUSTenhanced small | $321,970 | +6.9% | 10,714 | +0.1% | 0.12% | 0.0% | |
ARKW | Sell | ARK ETF TRnext gnrtn inter | $315,090 | +8.5% | 3,783 | -1.1% | 0.12% | +0.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $314,243 | +30.8% | 4,234 | +24.0% | 0.12% | +22.7% |
IMCB | Buy | ISHARES TRmrgstr md cp etf | $314,708 | +11.5% | 4,321 | +2.8% | 0.12% | +3.5% |
CSCO | CISCO SYS INC | $314,907 | -1.2% | 6,309 | 0.0% | 0.12% | -7.8% | |
T | Sell | AT&T INC | $312,744 | -15.6% | 17,770 | -19.5% | 0.12% | -20.7% |
DEW | WISDOMTREE TRglb high div fd | $310,807 | +4.2% | 6,111 | 0.0% | 0.12% | -2.5% | |
BAC | Sell | BANK AMERICA CORP | $312,503 | +9.9% | 8,241 | -2.4% | 0.12% | +2.6% |
Buy | NU HLDGS LTD | $305,217 | +60.1% | 25,584 | +11.8% | 0.12% | +50.6% | |
PWV | Sell | INVESCO EXCHANGE TRADED FD Tlarge cap value | $304,927 | -4.0% | 5,380 | -14.0% | 0.12% | -10.1% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $292,228 | +15.0% | 3,095 | +2.1% | 0.11% | +7.8% |
INTC | Buy | INTEL CORP | $291,675 | +11.2% | 6,603 | +26.5% | 0.11% | +4.7% |
WMT | Buy | WALMART INC | $284,855 | +14.6% | 4,734 | +200.2% | 0.11% | +6.9% |
ARKK | ARK ETF TRinnovation etf | $284,949 | -4.4% | 5,690 | 0.0% | 0.11% | -10.7% | |
LLY | Sell | ELI LILLY & CO | $276,954 | +32.7% | 356 | -0.6% | 0.10% | +23.5% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $270,092 | -0.1% | 2,628 | +0.2% | 0.10% | -7.3% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $267,747 | +7.5% | 4,606 | +6.3% | 0.10% | 0.0% |
MCD | Sell | MCDONALDS CORP | $266,655 | -5.2% | 946 | -0.3% | 0.10% | -11.4% |
IWP | ISHARES TRrus md cp gr etf | $258,901 | +9.3% | 2,268 | 0.0% | 0.10% | +2.1% | |
BLK | BLACKROCK INC | $249,689 | +2.7% | 299 | 0.0% | 0.10% | -4.0% | |
IUSG | Buy | ISHARES TRcore s&p us gwt | $249,797 | +14.9% | 2,131 | +2.1% | 0.10% | +8.0% |
MDB | MONGODB INCcl a | $249,972 | -12.3% | 697 | 0.0% | 0.10% | -18.1% | |
ASB | Buy | ASSOCIATED BANC CORP | $247,005 | +1.6% | 11,483 | +1.1% | 0.09% | -5.1% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $245,453 | +7.7% | 2,221 | +0.3% | 0.09% | 0.0% |
Buy | CAPITAL GROUP DIVIDEND VALUE | $241,743 | +11.1% | 7,438 | +2.0% | 0.09% | +4.5% | |
EFA | Sell | ISHARES TRmsci eafe etf | $235,889 | +3.2% | 2,954 | -2.6% | 0.09% | -4.3% |
HUM | HUMANA INC | $234,470 | -24.3% | 676 | 0.0% | 0.09% | -29.4% | |
VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $235,845 | -29.0% | 4,661 | -28.3% | 0.09% | -34.1% |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $232,452 | -0.9% | 7,448 | 0.0% | 0.09% | -7.4% | |
Sell | GENERAL ELECTRIC CO | $230,068 | +37.3% | 1,311 | -0.2% | 0.09% | +27.9% | |
PEP | Sell | PEPSICO INC | $227,163 | +2.6% | 1,298 | -0.5% | 0.09% | -4.4% |
CSR | CENTERSPACE | $222,960 | -1.8% | 3,902 | 0.0% | 0.08% | -7.6% | |
IGSB | Buy | ISHARES TR | $222,938 | +0.5% | 4,347 | +0.5% | 0.08% | -5.6% |
SPGI | Sell | S&P GLOBAL INC | $220,912 | -3.6% | 519 | -0.2% | 0.08% | -9.7% |
STNE | Sell | STONECO LTD | $214,865 | -9.3% | 12,936 | -1.6% | 0.08% | -15.6% |
SNOW | Sell | SNOWFLAKE INCcl a | $212,181 | -34.7% | 1,313 | -19.6% | 0.08% | -39.4% |
PAGS | Sell | PAGSEGURO DIGITAL LTD | $207,238 | +13.3% | 14,512 | -1.0% | 0.08% | +6.8% |
ARKG | Buy | ARK ETF TRgenomic rev etf | $205,114 | -12.3% | 7,132 | +0.0% | 0.08% | -17.9% |
SQ | Buy | BLOCK INCcl a | $194,534 | +17.2% | 2,300 | +7.2% | 0.07% | +10.4% |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $195,808 | +12.3% | 3,384 | +6.7% | 0.07% | +4.2% |
AMAT | Sell | APPLIED MATLS INC | $196,399 | +27.0% | 952 | -0.2% | 0.07% | +17.5% |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $191,461 | +7.4% | 812 | 0.0% | 0.07% | +1.4% | |
ICSH | Buy | ISHARES TRblackrock ultra | $192,822 | +1.1% | 3,814 | +0.7% | 0.07% | -5.2% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $188,782 | +6.4% | 4,499 | -4.4% | 0.07% | 0.0% |
NTES | NETEASE INCsponsored ads | $188,367 | +11.1% | 1,821 | 0.0% | 0.07% | +2.9% | |
New | GRAYSCALE BITCOIN TR BTC | $183,067 | – | 2,898 | +100.0% | 0.07% | – | |
SRDX | SURMODICS INC | $176,451 | -19.3% | 6,014 | 0.0% | 0.07% | -24.7% | |
ECL | Sell | ECOLAB INC | $175,817 | +14.5% | 761 | -1.7% | 0.07% | +8.1% |
ABNB | Sell | AIRBNB INC | $176,507 | +19.1% | 1,070 | -1.7% | 0.07% | +11.7% |
MRK | Sell | MERCK & CO INC | $168,104 | -3.6% | 1,274 | -20.4% | 0.06% | -9.9% |
REGN | REGENERON PHARMACEUTICALS | $167,473 | +9.6% | 174 | 0.0% | 0.06% | +1.6% | |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $165,084 | +14.6% | 2,422 | +5.2% | 0.06% | +8.6% |
GLD | SPDR GOLD TR | $164,165 | +7.6% | 798 | 0.0% | 0.06% | 0.0% | |
HDB | Buy | HDFC BANK LTDsponsored ads | $163,544 | +27.7% | 2,922 | +53.1% | 0.06% | +19.2% |
ADM | ARCHER DANIELS MIDLAND CO | $163,808 | -13.0% | 2,608 | 0.0% | 0.06% | -18.4% | |
ARKF | ARK ETF TRfintech innova | $162,532 | +10.0% | 5,359 | 0.0% | 0.06% | +3.3% | |
IRM | IRON MTN INC DEL | $160,420 | +14.6% | 2,000 | 0.0% | 0.06% | +7.0% | |
CAPITAL GROUP INTL FOCUS EQT | $161,589 | +8.0% | 6,268 | 0.0% | 0.06% | 0.0% | ||
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $158,752 | +35.2% | 11,251 | 0.0% | 0.06% | +25.0% | |
ARKQ | ARK ETF TRautnmus technlgy | $157,299 | -5.2% | 2,875 | 0.0% | 0.06% | -10.4% | |
IUSV | Buy | ISHARES TRcore s&p us vlu | $153,039 | +11.3% | 1,692 | +3.7% | 0.06% | +3.6% |
IWO | ISHARES TRrus 2000 grw etf | $150,941 | +7.5% | 557 | 0.0% | 0.06% | 0.0% | |
Buy | FIDELITY COVINGTON TRUSTenhanced large | $149,764 | +11.4% | 5,077 | +0.4% | 0.06% | +3.6% | |
UBS | Buy | UBS GROUP AG | $150,344 | +18.8% | 4,894 | +19.5% | 0.06% | +11.8% |
U | UNITY SOFTWARE INC | $150,508 | -34.7% | 5,637 | 0.0% | 0.06% | -39.4% | |
HBAN | HUNTINGTON BANCSHARES INC | $147,340 | +9.7% | 10,562 | 0.0% | 0.06% | +1.8% | |
DTE | Buy | DTE ENERGY CO | $148,915 | +2.2% | 1,328 | +0.5% | 0.06% | -5.1% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $148,041 | +7.6% | 950 | +0.1% | 0.06% | 0.0% |
WM | Sell | WASTE MGMT INC DEL | $146,434 | +14.6% | 687 | -3.6% | 0.06% | +7.7% |
F | Sell | FORD MTR CO DEL | $142,980 | +6.6% | 10,767 | -2.2% | 0.05% | 0.0% |
IXN | Buy | ISHARES TRglobal tech etf | $138,841 | +52.0% | 1,856 | +38.5% | 0.05% | +43.2% |
BGNE | BEIGENE LTDsponsored adr | $135,903 | -13.3% | 869 | 0.0% | 0.05% | -18.8% | |
ALPS ETF TR | $133,350 | +5.0% | 3,479 | 0.0% | 0.05% | -1.9% | ||
COIN | COINBASE GLOBAL INC | $130,704 | +52.4% | 493 | 0.0% | 0.05% | +42.9% | |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $129,386 | +13.8% | 4,067 | +2.0% | 0.05% | +6.5% |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $129,020 | +6.0% | 1,690 | 0.0% | 0.05% | 0.0% | |
ATLASSIAN CORPORATIONcl a | $125,456 | -18.0% | 643 | 0.0% | 0.05% | -22.6% | ||
DAL | Sell | DELTA AIR LINES INC DEL | $127,779 | -41.3% | 2,669 | -50.6% | 0.05% | -45.5% |
NICE | Buy | NICE LTDsponsored adr | $125,926 | +32.0% | 483 | +1.0% | 0.05% | +23.1% |
Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $125,125 | +27.5% | 5,571 | +28.8% | 0.05% | +17.5% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $120,910 | +0.6% | 1,785 | +0.1% | 0.05% | -6.1% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $120,799 | +19.2% | 1,048 | +8.8% | 0.05% | +12.2% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $121,590 | +5.5% | 209 | -3.7% | 0.05% | -2.1% |
VPU | VANGUARD WORLD FDutilities etf | $118,056 | +4.0% | 828 | 0.0% | 0.04% | -2.2% | |
RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $119,518 | +3.7% | 2,112 | 0.0% | 0.04% | -4.3% | |
FIW | Buy | FIRST TR EXCHANGE-TRADED FDwtr etf | $115,817 | +16.1% | 1,134 | +7.8% | 0.04% | +10.0% |
IAU | ISHARES GOLD TRishares new | $115,654 | +7.6% | 2,753 | 0.0% | 0.04% | 0.0% | |
NVS | Sell | NOVARTIS AGsponsored adr | $116,076 | -6.8% | 1,200 | -2.7% | 0.04% | -13.7% |
ORLY | OREILLY AUTOMOTIVE INC | $112,888 | +18.8% | 100 | 0.0% | 0.04% | +10.3% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $112,752 | +8.0% | 432 | 0.0% | 0.04% | +2.4% | |
ESGU | ISHARES TResg awr msci usa | $109,552 | +9.6% | 953 | 0.0% | 0.04% | +2.4% | |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $112,066 | +4.4% | 1,858 | +0.3% | 0.04% | -4.5% |
XEL | Sell | XCEL ENERGY INC | $109,982 | -49.5% | 2,046 | -41.9% | 0.04% | -52.3% |
PG | PROCTER AND GAMBLE CO | $109,714 | +10.8% | 676 | 0.0% | 0.04% | +5.0% | |
WEC | WEC ENERGY GROUP INC | $109,877 | -2.4% | 1,338 | 0.0% | 0.04% | -8.7% | |
O | REALTY INCOME CORP | $108,795 | -5.8% | 2,011 | 0.0% | 0.04% | -12.8% | |
STZ | CONSTELLATION BRANDS INCcl a | $108,704 | +12.4% | 400 | 0.0% | 0.04% | +5.1% | |
GM | GENERAL MTRS CO | $109,430 | +26.3% | 2,413 | 0.0% | 0.04% | +17.1% | |
UNP | Sell | UNION PAC CORP | $104,527 | -5.4% | 425 | -5.6% | 0.04% | -11.1% |
New | FLUTTER ENTMT PLC | $102,102 | – | 517 | +100.0% | 0.04% | – | |
PANW | Sell | PALO ALTO NETWORKS INC | $103,992 | -3.9% | 366 | -0.3% | 0.04% | -11.4% |
EWBC | Buy | EAST WEST BANCORP INC | $102,606 | +11.9% | 1,297 | +1.8% | 0.04% | +5.4% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $99,109 | +27.8% | 1,086 | +10.9% | 0.04% | +22.6% |
DE | DEERE & CO | $98,988 | +2.7% | 241 | 0.0% | 0.04% | -2.6% | |
IMCG | Buy | ISHARES TRmrgstr md cp grw | $97,653 | +9.9% | 1,382 | +0.2% | 0.04% | +2.8% |
PODD | INSULET CORP | $98,041 | -21.0% | 572 | 0.0% | 0.04% | -26.0% | |
XLK | SELECT SECTOR SPDR TRtechnology | $98,724 | +8.3% | 474 | 0.0% | 0.04% | 0.0% | |
FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $96,053 | +17.4% | 1,377 | +8.9% | 0.04% | +9.1% |
NEE | NEXTERA ENERGY INC | $93,053 | +5.2% | 1,456 | 0.0% | 0.04% | -2.8% | |
ON | ON SEMICONDUCTOR CORP | $91,202 | -11.9% | 1,240 | 0.0% | 0.04% | -16.7% | |
CCI | Buy | CROWN CASTLE INC | $90,362 | -7.6% | 854 | +0.6% | 0.03% | -15.0% |
BA | Buy | BOEING CO | $89,547 | +95.2% | 464 | +163.6% | 0.03% | +78.9% |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $88,747 | -14.7% | 3,612 | 0.0% | 0.03% | -19.0% | |
Sell | LINDE PLC | $89,614 | +12.5% | 193 | -0.5% | 0.03% | +6.2% | |
THG | HANOVER INS GROUP INC | $90,008 | +12.1% | 661 | 0.0% | 0.03% | +3.0% | |
IWR | ISHARES TRrus mid cap etf | $90,275 | +8.2% | 1,074 | 0.0% | 0.03% | 0.0% | |
OTTR | OTTER TAIL CORP | $89,510 | +1.7% | 1,036 | 0.0% | 0.03% | -5.6% | |
IVE | Buy | ISHARES TRs&p 500 val etf | $88,119 | +7.9% | 472 | +0.4% | 0.03% | 0.0% |
KO | Sell | COCA COLA CO | $87,889 | -18.9% | 1,437 | -21.9% | 0.03% | -25.0% |
NXPI | NXP SEMICONDUCTORS N V | $86,345 | +7.9% | 348 | 0.0% | 0.03% | +3.1% | |
IHI | ISHARES TRu.s. med dvc etf | $84,623 | +8.6% | 1,444 | 0.0% | 0.03% | 0.0% | |
JD | JD.COM INCspon adr cl a | $84,033 | -5.2% | 3,068 | 0.0% | 0.03% | -11.1% | |
ILMN | ILLUMINA INC | $83,353 | -1.4% | 607 | 0.0% | 0.03% | -5.9% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $83,828 | +4.3% | 961 | 0.0% | 0.03% | -3.0% | |
LOW | LOWES COS INC | $82,787 | +14.5% | 325 | 0.0% | 0.03% | +6.9% | |
DSI | Buy | ISHARES TRmsci kld400 soc | $79,685 | +11.0% | 790 | +0.1% | 0.03% | +3.4% |
ENB | ENBRIDGE INC | $79,922 | +0.4% | 2,209 | 0.0% | 0.03% | -6.2% | |
PTBD | Buy | PACER FDS TRtrendpilot us bd | $78,064 | +1.1% | 3,828 | +1.5% | 0.03% | -3.2% |
WOLFSPEED INC | $79,503 | -32.2% | 2,695 | 0.0% | 0.03% | -37.5% | ||
NET | CLOUDFLARE INC | $75,334 | +16.3% | 778 | 0.0% | 0.03% | +11.5% | |
CSX | Buy | CSX CORP | $75,723 | +7.1% | 2,043 | +0.2% | 0.03% | 0.0% |
DLR | DIGITAL RLTY TR INC | $76,929 | +7.0% | 534 | 0.0% | 0.03% | 0.0% | |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $76,678 | -1.1% | 2,939 | +1.0% | 0.03% | -6.5% |
ICLN | ISHARES TRgl clean ene etf | $77,185 | -10.2% | 5,521 | 0.0% | 0.03% | -17.1% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $77,256 | +7.6% | 1,068 | +15.3% | 0.03% | 0.0% |
WDAY | WORKDAY INCcl a | $75,552 | -1.2% | 277 | 0.0% | 0.03% | -6.5% | |
ADBE | Sell | ADOBE INC | $76,244 | -16.0% | 151 | -0.7% | 0.03% | -21.6% |
BX | BLACKSTONE INC | $73,567 | +0.3% | 560 | 0.0% | 0.03% | -6.7% | |
TD | TORONTO DOMINION BK ONT | $74,750 | -6.6% | 1,238 | 0.0% | 0.03% | -12.5% | |
PYPL | PAYPAL HLDGS INC | $74,962 | +9.1% | 1,119 | 0.0% | 0.03% | 0.0% | |
PH | PARKER-HANNIFIN CORP | $72,381 | +20.6% | 130 | 0.0% | 0.03% | +12.5% | |
ITW | ILLINOIS TOOL WKS INC | $72,014 | +2.4% | 268 | 0.0% | 0.03% | -6.9% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $70,638 | +4.6% | 540 | +0.2% | 0.03% | 0.0% |
XLF | SELECT SECTOR SPDR TRfinancial | $70,804 | +12.0% | 1,681 | 0.0% | 0.03% | +3.8% | |
IBB | Buy | ISHARES TRishares biotech | $71,217 | +24.5% | 519 | +23.3% | 0.03% | +17.4% |
USMV | Buy | ISHARES TRmsci usa min vol | $67,495 | +60.8% | 808 | +50.2% | 0.03% | +52.9% |
BROOKFIELD ASSET MANAGMT LTD | $68,033 | +4.6% | 1,619 | 0.0% | 0.03% | 0.0% | ||
MCK | MCKESSON CORP | $65,496 | +16.0% | 122 | 0.0% | 0.02% | +8.7% | |
TRV | Sell | TRAVELERS COMPANIES INC | $66,741 | +1.8% | 290 | -15.7% | 0.02% | -7.4% |
TM | TOYOTA MOTOR CORPads | $67,107 | +37.2% | 267 | 0.0% | 0.02% | +25.0% | |
VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $65,441 | +5.1% | 769 | +0.1% | 0.02% | 0.0% |
IYC | ISHARES TRus consum discre | $62,297 | +8.2% | 760 | 0.0% | 0.02% | +4.3% | |
LRN | STRIDE INC | $62,672 | +6.2% | 994 | 0.0% | 0.02% | 0.0% | |
PSA | Buy | PUBLIC STORAGE | $62,429 | -4.4% | 215 | +0.5% | 0.02% | -7.7% |
FGRO | FIDELITY COVINGTON TRUSTfidelity fund lr | $60,836 | +15.2% | 2,783 | 0.0% | 0.02% | +9.5% | |
VEEV | VEEVA SYS INC | $61,398 | +20.3% | 265 | 0.0% | 0.02% | +9.5% | |
XPEV | Sell | XPENG INCads | $61,809 | -49.0% | 8,048 | -3.1% | 0.02% | -53.1% |
TT | TRANE TECHNOLOGIES PLC | $60,040 | +23.1% | 200 | 0.0% | 0.02% | +15.0% | |
AMP | AMERIPRISE FINL INC | $60,194 | +15.5% | 137 | 0.0% | 0.02% | +9.5% | |
RCL | ROYAL CARIBBEAN GROUP | $59,079 | +7.4% | 425 | 0.0% | 0.02% | 0.0% | |
NKE | Sell | NIKE INCcl b | $59,150 | -38.3% | 629 | -28.7% | 0.02% | -43.6% |
BMY | BRISTOL-MYERS SQUIBB CO | $57,809 | +5.7% | 1,066 | 0.0% | 0.02% | 0.0% | |
WFC | Sell | WELLS FARGO CO NEW | $58,596 | -80.6% | 1,011 | -83.6% | 0.02% | -82.1% |
New | CAPITAL GRP FIXED INCM ETF Tcore bond etf | $57,473 | – | 2,211 | +100.0% | 0.02% | – | |
DOCU | DOCUSIGN INC | $58,419 | +0.2% | 981 | 0.0% | 0.02% | -8.3% | |
VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $56,963 | +11.1% | 657 | 0.0% | 0.02% | +4.8% | |
HTHT | H WORLD GROUP LTDsponsored ads | $58,590 | +15.7% | 1,514 | 0.0% | 0.02% | +4.8% | |
INCY | INCYTE CORP | $56,970 | -9.3% | 1,000 | 0.0% | 0.02% | -12.0% | |
COMT | ISHARES U S ETF TRgsci cmdty stgy | $57,780 | +7.7% | 2,140 | 0.0% | 0.02% | 0.0% | |
VICE | ADVISORSHARES TRvice e t f | $55,580 | +10.0% | 1,869 | 0.0% | 0.02% | +5.0% | |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $54,434 | +4.7% | 1,226 | 0.0% | 0.02% | 0.0% | |
DXCM | DEXCOM INC | $56,590 | +11.8% | 408 | 0.0% | 0.02% | 0.0% | |
AXP | Sell | AMERICAN EXPRESS CO | $52,359 | +20.6% | 230 | -0.9% | 0.02% | +11.1% |
IWN | Buy | ISHARES TRrus 2000 val etf | $52,375 | +2.4% | 330 | +0.3% | 0.02% | -4.8% |
ASG | LIBERTY ALL-STAR GROWTH FD I | $49,108 | +4.0% | 8,945 | 0.0% | 0.02% | 0.0% | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $50,047 | +34.0% | 2,175 | 0.0% | 0.02% | +26.7% | |
SDG | ISHARES TRmsci gbl sus dev | $48,881 | -2.9% | 621 | 0.0% | 0.02% | -5.0% | |
ALE | Sell | ALLETE INC | $49,501 | -21.9% | 830 | -19.9% | 0.02% | -26.9% |
PHM | PULTE GROUP INC | $49,454 | +16.9% | 410 | 0.0% | 0.02% | +11.8% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $48,328 | +4.5% | 824 | 0.0% | 0.02% | -5.3% | |
CAPITAL GROUP CORE EQUITY ET | $48,018 | +10.1% | 1,541 | 0.0% | 0.02% | 0.0% | ||
FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $47,296 | +11.2% | 796 | +0.3% | 0.02% | +5.9% |
GE HEALTHCARE TECHNOLOGIES I | $47,482 | +17.6% | 522 | 0.0% | 0.02% | +12.5% | ||
CANADIAN PACIFIC KANSAS CITY | $44,085 | +11.5% | 500 | 0.0% | 0.02% | +6.2% | ||
HOWL | WEREWOLF THERAPEUTICS INC | $43,740 | +67.9% | 6,750 | 0.0% | 0.02% | +54.5% | |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $43,924 | +10.4% | 708 | +0.3% | 0.02% | +6.2% |
MSI | MOTOROLA SOLUTIONS INC | $44,373 | +13.4% | 125 | 0.0% | 0.02% | +6.2% | |
UPS | UNITED PARCEL SERVICE INCcl b | $43,549 | -5.5% | 293 | 0.0% | 0.02% | -10.5% | |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $44,260 | +42.0% | 177 | +32.1% | 0.02% | +30.8% |
MAS | MASCO CORP | $45,746 | +17.8% | 580 | 0.0% | 0.02% | +6.2% | |
IGF | ISHARES TRglb infrastr etf | $45,049 | +1.2% | 946 | 0.0% | 0.02% | -5.6% | |
AXON | AXON ENTERPRISE INC | $45,680 | +21.1% | 146 | 0.0% | 0.02% | +13.3% | |
MFC | Sell | MANULIFE FINL CORP | $44,132 | -49.7% | 1,766 | -55.5% | 0.02% | -52.8% |
TEL | TE CONNECTIVITY LTD | $44,175 | +3.4% | 304 | 0.0% | 0.02% | 0.0% | |
OWL | BLUE OWL CAPITAL INC | $43,604 | +26.6% | 2,312 | 0.0% | 0.02% | +21.4% | |
MKC | MCCORMICK & CO INC | $41,708 | +12.3% | 543 | 0.0% | 0.02% | +6.7% | |
ARGX | ARGENX SEsponsored adr | $40,947 | +3.5% | 104 | 0.0% | 0.02% | 0.0% | |
ITB | ISHARES TRus home cons etf | $42,256 | +13.8% | 365 | 0.0% | 0.02% | +6.7% | |
CYRX | CRYOPORT INC | $43,046 | +14.3% | 2,432 | 0.0% | 0.02% | +6.7% | |
EMXC | ISHARES INCmsci emrg chn | $41,220 | +3.9% | 716 | 0.0% | 0.02% | 0.0% | |
ETN | Sell | EATON CORP PLC | $38,772 | +28.8% | 124 | -0.8% | 0.02% | +25.0% |
ROST | ROSS STORES INC | $39,042 | +6.1% | 266 | 0.0% | 0.02% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $39,681 | +13.2% | 338 | 0.0% | 0.02% | +7.1% | |
GMAB | GENMAB A/Ssponsored ads | $39,870 | -6.1% | 1,333 | 0.0% | 0.02% | -11.8% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $35,906 | +25.6% | 112 | 0.0% | 0.01% | +16.7% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $37,722 | -0.5% | 492 | 0.0% | 0.01% | -6.7% | |
CDAY | DAYFORCE INC | $37,806 | -1.4% | 571 | 0.0% | 0.01% | -12.5% | |
DTM | Buy | DT MIDSTREAM INC | $37,820 | +12.2% | 619 | +0.7% | 0.01% | 0.0% |
Sell | WARNER BROS DISCOVERY INC | $37,068 | -27.7% | 4,246 | -5.8% | 0.01% | -33.3% | |
VWOB | VANGUARD WHITEHALL FDSem mk gov bd etf | $37,991 | +0.2% | 595 | 0.0% | 0.01% | -6.7% | |
IYF | ISHARES TRu.s. finls etf | $33,042 | +12.0% | 345 | 0.0% | 0.01% | +8.3% | |
C | Sell | CITIGROUP INC | $34,529 | +21.2% | 546 | -1.4% | 0.01% | +8.3% |
CVE | CENOVUS ENERGY INC | $33,503 | +20.1% | 1,676 | 0.0% | 0.01% | +18.2% | |
EMR | EMERSON ELEC CO | $34,001 | +16.5% | 300 | 0.0% | 0.01% | +8.3% | |
LRCX | LAM RESEARCH CORP | $33,093 | +24.4% | 34 | 0.0% | 0.01% | +18.2% | |
MDLZ | Sell | MONDELEZ INTL INCcl a | $34,887 | -4.5% | 498 | -1.2% | 0.01% | -13.3% |
RTX | Sell | RTX CORPORATION | $35,306 | +14.0% | 362 | -1.6% | 0.01% | 0.0% |
STLA | STELLANTIS N.V | $34,583 | +21.4% | 1,222 | 0.0% | 0.01% | +8.3% | |
FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $32,633 | +7.0% | 381 | 0.0% | 0.01% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $31,116 | -9.1% | 476 | 0.0% | 0.01% | -14.3% | |
UL | UNILEVER PLCspon adr new | $31,820 | +3.5% | 634 | 0.0% | 0.01% | 0.0% | |
ROK | ROCKWELL AUTOMATION INC | $32,629 | -6.2% | 112 | 0.0% | 0.01% | -14.3% | |
FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $31,024 | +3.0% | 544 | 0.0% | 0.01% | 0.0% | |
AGG | ISHARES TRcore us aggbd et | $30,751 | -1.3% | 314 | 0.0% | 0.01% | -7.7% | |
HRL | HORMEL FOODS CORP | $31,401 | +8.7% | 900 | 0.0% | 0.01% | 0.0% | |
SPSC | SPS COMM INC | $32,358 | -4.6% | 175 | 0.0% | 0.01% | -14.3% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $30,554 | +15.3% | 160 | -1.2% | 0.01% | +9.1% |
DEO | DIAGEO PLCspon adr new | $31,859 | +2.1% | 214 | 0.0% | 0.01% | -7.7% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $31,333 | +7.3% | 185 | 0.0% | 0.01% | 0.0% | |
IJJ | ISHARES TRs&p mc 400vl etf | $30,992 | +3.7% | 262 | 0.0% | 0.01% | 0.0% | |
AEP | AMERICAN ELEC PWR CO INC | $30,049 | +6.0% | 349 | 0.0% | 0.01% | -8.3% | |
EEM | ISHARES TRmsci emg mkt etf | $28,252 | +2.2% | 688 | 0.0% | 0.01% | 0.0% | |
HAS | HASBRO INC | $28,260 | +10.7% | 500 | 0.0% | 0.01% | +10.0% | |
TSN | Buy | TYSON FOODS INCcl a | $27,831 | +10.2% | 474 | +0.9% | 0.01% | +10.0% |
VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $29,029 | +2.3% | 286 | 0.0% | 0.01% | -8.3% | |
EWJ | ISHARES INCmsci jpn etf new | $29,253 | +11.2% | 410 | 0.0% | 0.01% | 0.0% | |
CONSTELLATION ENERGY CORP | $29,576 | +58.1% | 160 | 0.0% | 0.01% | +37.5% | ||
CE | CELANESE CORP DEL | $28,185 | +10.6% | 164 | 0.0% | 0.01% | +10.0% | |
KR | KROGER CO | $28,565 | +25.0% | 500 | 0.0% | 0.01% | +22.2% | |
APD | AIR PRODS & CHEMS INC | $25,438 | -11.5% | 105 | 0.0% | 0.01% | -16.7% | |
CVS | Sell | CVS HEALTH CORP | $27,004 | -12.7% | 339 | -13.5% | 0.01% | -23.1% |
PFG | PRINCIPAL FINANCIAL GROUP IN | $27,101 | +9.7% | 314 | 0.0% | 0.01% | 0.0% | |
LOGI | LOGITECH INTL S A | $25,113 | -6.0% | 281 | 0.0% | 0.01% | -9.1% | |
AVA | AVISTA CORP | $26,895 | -2.0% | 768 | 0.0% | 0.01% | -9.1% | |
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $26,830 | -4.8% | 1,764 | 0.0% | 0.01% | -9.1% | |
BP | BP PLCsponsored adr | $25,622 | +6.4% | 680 | 0.0% | 0.01% | 0.0% | |
ERIC | TELEFONAKTIEBOLAGET LM ERICSadr b sek 10 | $25,363 | -12.5% | 4,603 | 0.0% | 0.01% | -16.7% | |
RIO | RIO TINTO PLCsponsored adr | $26,737 | -14.4% | 419 | 0.0% | 0.01% | -23.1% | |
CB | Sell | CHUBB LIMITED | $24,358 | +12.3% | 94 | -2.1% | 0.01% | 0.0% |
DHR | Sell | DANAHER CORPORATION | $24,972 | +5.8% | 100 | -2.0% | 0.01% | -10.0% |
SAP | SAP SEspon adr | $24,379 | +26.2% | 125 | 0.0% | 0.01% | +12.5% | |
CRM | Sell | SALESFORCE INC | $22,589 | +11.5% | 75 | -2.6% | 0.01% | +12.5% |
DOW | DOW INC | $23,756 | +5.6% | 410 | 0.0% | 0.01% | 0.0% | |
KWEB | KRANESHARES TRUSTcsi chi internet | $24,353 | -2.8% | 928 | 0.0% | 0.01% | -10.0% | |
KURE | KRANESHARES TRUSTmsci all china | $24,044 | -16.9% | 1,655 | 0.0% | 0.01% | -25.0% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $24,090 | +2.8% | 131 | 0.0% | 0.01% | -10.0% | |
DD | DUPONT DE NEMOURS INC | $24,534 | -0.3% | 320 | 0.0% | 0.01% | -10.0% | |
ZTS | ZOETIS INCcl a | $23,520 | -14.3% | 139 | 0.0% | 0.01% | -18.2% | |
FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $25,034 | +7.9% | 478 | +0.4% | 0.01% | 0.0% |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $22,758 | -2.7% | 148 | 0.0% | 0.01% | 0.0% | |
AFL | Sell | AFLAC INC | $24,723 | -66.9% | 288 | -68.2% | 0.01% | -70.0% |
MRNA | Sell | MODERNA INC | $24,509 | -43.4% | 230 | -47.2% | 0.01% | -50.0% |
TJX | Sell | TJX COS INC NEW | $22,718 | -14.8% | 224 | -21.1% | 0.01% | -18.2% |
PNC | PNC FINL SVCS GROUP INC | $22,947 | +4.4% | 142 | 0.0% | 0.01% | 0.0% | |
PM | Sell | PHILIP MORRIS INTL INC | $23,939 | -31.3% | 261 | -29.5% | 0.01% | -35.7% |
PBE | INVESCO EXCHANGE TRADED FD Tbiotechnology | $22,650 | -1.7% | 350 | 0.0% | 0.01% | 0.0% | |
WELL | WELLTOWER INC | $20,183 | +3.6% | 216 | 0.0% | 0.01% | 0.0% | |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $19,935 | -15.9% | 272 | -13.4% | 0.01% | -20.0% |
New | AMPLIFY ETF TRamplify ai power | $20,605 | – | 565 | +100.0% | 0.01% | – | |
ALC | Sell | ALCON AG | $21,989 | +4.3% | 264 | -2.2% | 0.01% | -11.1% |
BHP | BHP GROUP LTDsponsored ads | $21,057 | -15.5% | 365 | 0.0% | 0.01% | -20.0% | |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $20,447 | +1.6% | 175 | 0.0% | 0.01% | 0.0% | |
Buy | GSK PLCsponsored adr | $21,757 | +16.1% | 508 | +0.4% | 0.01% | 0.0% | |
FDX | FEDEX CORP | $19,992 | +14.5% | 69 | 0.0% | 0.01% | +14.3% | |
IWY | ISHARES TRrus tp200 gr etf | $20,095 | +11.3% | 103 | 0.0% | 0.01% | +14.3% | |
CPNG | COUPANG INCcl a | $22,060 | +9.9% | 1,240 | 0.0% | 0.01% | 0.0% | |
FBND | FIDELITY MERRIMACK STR TRtotal bd etf | $19,859 | -1.6% | 438 | 0.0% | 0.01% | 0.0% | |
FITB | FIFTH THIRD BANCORP | $21,247 | +7.9% | 571 | 0.0% | 0.01% | 0.0% | |
TRP | TC ENERGY CORP | $20,100 | +2.8% | 500 | 0.0% | 0.01% | 0.0% | |
PIPR | PIPER SANDLER COMPANIES | $20,444 | +13.5% | 103 | 0.0% | 0.01% | +14.3% | |
GS | Sell | GOLDMAN SACHS GROUP INC | $21,063 | +4.1% | 50 | -3.8% | 0.01% | 0.0% |
WY | WEYERHAEUSER CO MTN BE | $21,187 | +3.3% | 590 | 0.0% | 0.01% | 0.0% | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $19,960 | -2.7% | 1,437 | 0.0% | 0.01% | 0.0% | |
RPM | Sell | RPM INTL INC | $19,627 | -52.0% | 165 | -54.9% | 0.01% | -58.8% |
SU | SUNCOR ENERGY INC NEW | $19,341 | +15.2% | 524 | 0.0% | 0.01% | 0.0% | |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $18,142 | +11.0% | 317 | 0.0% | 0.01% | 0.0% | |
NXST | NEXSTAR MEDIA GROUP INC | $17,229 | +9.9% | 100 | 0.0% | 0.01% | +16.7% | |
TFC | TRUIST FINL CORP | $19,685 | +5.6% | 505 | 0.0% | 0.01% | -12.5% | |
TCOM | TRIP COM GROUP LTDads | $19,048 | +21.9% | 434 | 0.0% | 0.01% | +16.7% | |
SO | SOUTHERN CO | $18,365 | +2.3% | 256 | 0.0% | 0.01% | 0.0% | |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $19,752 | +13.8% | 86 | +6.2% | 0.01% | 0.0% |
ILCB | ISHARES TRmorningstr us eq | $19,458 | +10.5% | 268 | 0.0% | 0.01% | 0.0% | |
VTRS | Sell | VIATRIS INC | $19,223 | +3.2% | 1,610 | -6.4% | 0.01% | -12.5% |
EXC | Buy | EXELON CORP | $19,474 | +5.7% | 518 | +1.0% | 0.01% | 0.0% |
OTIS | OTIS WORLDWIDE CORP | $17,869 | +11.0% | 180 | 0.0% | 0.01% | 0.0% | |
QTWO | Q2 HLDGS INC | $15,768 | +21.1% | 300 | 0.0% | 0.01% | +20.0% | |
AN | AUTONATION INC | $16,558 | +10.3% | 100 | 0.0% | 0.01% | 0.0% | |
COKE | COCA COLA CONS INC | $15,297 | -7.1% | 18 | 0.0% | 0.01% | -14.3% | |
COP | CONOCOPHILLIPS | $16,419 | +9.7% | 129 | 0.0% | 0.01% | 0.0% | |
CTVA | CORTEVA INC | $15,225 | +20.3% | 264 | 0.0% | 0.01% | +20.0% | |
DRI | DARDEN RESTAURANTS INC | $14,709 | +1.7% | 88 | 0.0% | 0.01% | 0.0% | |
DOCN | DIGITALOCEAN HLDGS INC | $16,036 | +4.1% | 420 | 0.0% | 0.01% | 0.0% | |
DUK | DUKE ENERGY CORP NEW | $16,247 | -0.3% | 168 | 0.0% | 0.01% | -14.3% | |
HII | HUNTINGTON INGALLS INDS INC | $14,574 | +12.3% | 50 | 0.0% | 0.01% | +20.0% | |
IR | INGERSOLL RAND INC | $16,711 | +22.8% | 176 | 0.0% | 0.01% | 0.0% | |
FFTY | Buy | INNOVATOR ETFS TRUSTibd 50 etf | $15,164 | +14.2% | 549 | +0.7% | 0.01% | +20.0% |
IWD | ISHARES TRrus 1000 val etf | $15,583 | +8.4% | 87 | 0.0% | 0.01% | 0.0% | |
IWV | ISHARES TRrussell 3000 etf | $15,004 | +9.6% | 50 | 0.0% | 0.01% | 0.0% | |
SUSA | Buy | ISHARES TRmsci usa esg slc | $15,483 | +8.9% | 142 | +0.7% | 0.01% | 0.0% |
BGRN | Buy | ISHARES TRusd grn bond etf | $15,828 | -0.1% | 338 | +0.9% | 0.01% | 0.0% |
LEN | LENNAR CORPcl a | $15,478 | +15.4% | 90 | 0.0% | 0.01% | +20.0% | |
MRVL | Sell | MARVELL TECHNOLOGY INC | $14,814 | +17.0% | 209 | -0.5% | 0.01% | +20.0% |
MPWR | MONOLITHIC PWR SYS INC | $16,373 | +7.4% | 24 | 0.0% | 0.01% | 0.0% | |
OKTA | OKTA INCcl a | $15,798 | +15.6% | 151 | 0.0% | 0.01% | 0.0% | |
ORI | Buy | OLD REP INTL CORP | $15,775 | +5.4% | 514 | +1.0% | 0.01% | 0.0% |
XHB | SPDR SER TRs&p homebuild | $16,069 | +16.7% | 144 | 0.0% | 0.01% | 0.0% | |
SRPT | SAREPTA THERAPEUTICS INC | $16,571 | +34.3% | 128 | 0.0% | 0.01% | +20.0% | |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $16,682 | -1.0% | 422 | +0.2% | 0.01% | -14.3% |
SKX | SKECHERS U S A INCcl a | $15,621 | -1.7% | 255 | 0.0% | 0.01% | 0.0% | |
BBH | VANECK ETF TRUSTbiotech etf | $14,637 | +0.6% | 88 | 0.0% | 0.01% | 0.0% | |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $14,390 | +10.0% | 236 | +0.4% | 0.01% | 0.0% |
IXUS | ISHARES TRcore msci total | $14,386 | +4.5% | 212 | 0.0% | 0.01% | -16.7% | |
PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $13,260 | -21.9% | 575 | +0.7% | 0.01% | -28.6% |
IGV | Buy | ISHARES TRexpanded tech | $14,496 | +5.1% | 170 | +400.0% | 0.01% | -16.7% |
OSK | Buy | OSHKOSH CORP | $14,213 | +15.5% | 114 | +0.9% | 0.01% | 0.0% |
Buy | FIDELITY COVINGTON TRUSTenhanced mid | $12,384 | +12.3% | 405 | +0.2% | 0.01% | +25.0% | |
ASAN | ASANA INCcl a | $12,175 | -18.5% | 786 | 0.0% | 0.01% | -16.7% | |
FLEX | FLEX LTDord | $14,019 | -6.1% | 490 | 0.0% | 0.01% | -16.7% | |
ES | EVERSOURCE ENERGY | $12,552 | -3.2% | 210 | 0.0% | 0.01% | 0.0% | |
PEAK | Sell | HEALTHPEAK PROPERTIES INC | $12,178 | -68.0% | 649 | -66.3% | 0.01% | -66.7% |
CME | CME GROUP INC | $14,424 | +2.2% | 67 | 0.0% | 0.01% | -16.7% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $13,957 | +9.2% | 209 | 0.0% | 0.01% | 0.0% | |
FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $13,027 | -0.1% | 100 | 0.0% | 0.01% | 0.0% | |
KMB | KIMBERLY-CLARK CORP | $13,582 | +6.5% | 105 | 0.0% | 0.01% | 0.0% | |
HPQ | Buy | HP INC | $12,340 | +0.7% | 408 | +0.2% | 0.01% | 0.0% |
DVY | ISHARES TRselect divid etf | $14,166 | +5.1% | 115 | 0.0% | 0.01% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $13,858 | +8.4% | 105 | 0.0% | 0.01% | 0.0% | |
BLOK | AMPLIFY ETF TRblockchain ldr | $12,207 | +22.1% | 335 | 0.0% | 0.01% | +25.0% | |
GMED | GLOBUS MED INCcl a | $11,962 | +0.7% | 223 | 0.0% | 0.01% | 0.0% | |
IQLT | ISHARES TRmsci intl qualty | $13,008 | +5.6% | 328 | 0.0% | 0.01% | 0.0% | |
MET | Sell | METLIFE INC | $12,154 | -17.6% | 164 | -26.5% | 0.01% | -16.7% |
VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $12,004 | +3.0% | 505 | 0.0% | 0.01% | 0.0% | |
AMT | AMERICAN TOWER CORP NEW | $9,880 | -8.5% | 50 | 0.0% | 0.00% | 0.0% | |
SCZ | ISHARES TReafe sml cp etf | $9,428 | +2.3% | 149 | 0.0% | 0.00% | 0.0% | |
ANET | ARISTA NETWORKS INC | $10,439 | +23.1% | 36 | 0.0% | 0.00% | +33.3% | |
IWS | ISHARES TRrus mdcp val etf | $9,274 | +7.8% | 74 | 0.0% | 0.00% | +33.3% | |
WRK | WESTROCK CO | $11,077 | +19.1% | 224 | 0.0% | 0.00% | 0.0% | |
WST | WEST PHARMACEUTICAL SVSC INC | $10,720 | +12.4% | 27 | 0.0% | 0.00% | 0.0% | |
SCCO | SOUTHERN COPPER CORP | $10,652 | +23.8% | 100 | 0.0% | 0.00% | +33.3% | |
SBUX | Sell | STARBUCKS CORP | $10,485 | -26.3% | 115 | -22.3% | 0.00% | -33.3% |
CVY | Buy | INVESCO EXCHANGE TRADED FD Tzacks mult ast | $10,318 | +9.2% | 401 | +0.8% | 0.00% | 0.0% |
FDL | FIRST TR MORNINGSTAR DIVID L | $10,582 | +7.2% | 275 | 0.0% | 0.00% | 0.0% | |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $10,880 | +9.9% | 117 | +0.9% | 0.00% | 0.0% |
IP | INTERNATIONAL PAPER CO | $9,755 | +7.9% | 250 | 0.0% | 0.00% | 0.0% | |
FIS | Buy | FIDELITY NATL INFORMATION SV | $10,844 | +24.1% | 146 | +0.7% | 0.00% | 0.0% |
LMT | LOCKHEED MARTIN CORP | $11,852 | +0.6% | 26 | 0.0% | 0.00% | -20.0% | |
TTD | THE TRADE DESK INC | $10,840 | +21.5% | 124 | 0.0% | 0.00% | 0.0% | |
PSX | PHILLIPS 66 | $10,290 | +22.7% | 63 | 0.0% | 0.00% | +33.3% | |
PDD | PDD HOLDINGS INCsponsored ads | $9,416 | -20.5% | 81 | 0.0% | 0.00% | -20.0% | |
ACGL | ARCH CAP GROUP LTDord | $11,000 | +24.5% | 119 | 0.0% | 0.00% | 0.0% | |
HERO | GLOBAL X FDSvdeo gam esprt | $11,261 | +2.6% | 544 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $10,738 | -18.4% | 700 | 0.0% | 0.00% | -20.0% | |
BUNGE GLOBAL SA | $10,252 | +1.6% | 100 | 0.0% | 0.00% | 0.0% | ||
GD | GENERAL DYNAMICS CORP | $11,111 | +9.3% | 39 | 0.0% | 0.00% | 0.0% | |
WORLD GOLD TRspdr gld minis | $9,559 | +7.7% | 217 | 0.0% | 0.00% | 0.0% | ||
KLAC | KLA CORP | $9,656 | +20.4% | 14 | 0.0% | 0.00% | +33.3% | |
MMYT | MAKEMYTRIP LIMITED MAURITIUS | $8,313 | +51.2% | 117 | 0.0% | 0.00% | +50.0% | |
QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $8,747 | -17.8% | 252 | 0.0% | 0.00% | -25.0% | |
LIT | Buy | GLOBAL X FDSlithium btry etf | $8,783 | -10.4% | 194 | +0.5% | 0.00% | -25.0% |
AFK | VANECK ETF TRUSTafrica index etf | $8,815 | +5.6% | 605 | 0.0% | 0.00% | 0.0% | |
ALLE | ALLEGION PLC | $8,891 | +6.3% | 66 | 0.0% | 0.00% | 0.0% | |
LNT | ALLIANT ENERGY CORP | $6,703 | -1.8% | 133 | 0.0% | 0.00% | 0.0% | |
KTB | KONTOOR BRANDS INC | $8,556 | -3.5% | 142 | 0.0% | 0.00% | -25.0% | |
WMB | WILLIAMS COS INC | $7,794 | +11.9% | 200 | 0.0% | 0.00% | 0.0% | |
RWR | SPDR SER TRdj reit etf | $8,483 | -1.1% | 90 | 0.0% | 0.00% | 0.0% | |
ALL | ALLSTATE CORP | $7,612 | +23.6% | 44 | 0.0% | 0.00% | +50.0% | |
ACMR | New | ACM RESH INC | $7,431 | – | 255 | +100.0% | 0.00% | – |
FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $8,891 | +13.0% | 324 | 0.0% | 0.00% | 0.0% | |
DGRW | WISDOMTREE TRus qtly div grt | $7,924 | +8.4% | 104 | 0.0% | 0.00% | 0.0% | |
NFLX | Sell | NETFLIX INC | $7,288 | +15.2% | 12 | -7.7% | 0.00% | 0.0% |
FYBR | FRONTIER COMMUNICATIONS PARE | $7,963 | -3.3% | 325 | 0.0% | 0.00% | 0.0% | |
TTE | TOTALENERGIES SEsponsored ads | $9,086 | +2.2% | 132 | 0.0% | 0.00% | -25.0% | |
IDA | IDACORP INC | $9,196 | -5.5% | 99 | 0.0% | 0.00% | -25.0% | |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $8,599 | +6.2% | 100 | 0.0% | 0.00% | 0.0% | |
GTNA | GRAY TELEVISION INCcl a | $8,610 | +0.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
PFF | New | ISHARES TRpfd and incm sec | $7,477 | – | 232 | +100.0% | 0.00% | – |
PMX | New | PIMCO MUN INCOME FD III | $7,395 | – | 990 | +100.0% | 0.00% | – |
EMQQ | EXCHANGE TRADED CONCEPTS TRUemqq em intern | $8,900 | +1.6% | 284 | 0.0% | 0.00% | -25.0% | |
VIAC | PARAMOUNT GLOBAL | $5,085 | -20.4% | 432 | 0.0% | 0.00% | -33.3% | |
TITN | TITAN MACHY INC | $5,086 | -14.1% | 205 | 0.0% | 0.00% | 0.0% | |
New | NEXTRACKER INC | $4,727 | – | 84 | +100.0% | 0.00% | – | |
CROX | New | CROCS INC | $6,183 | – | 43 | +100.0% | 0.00% | – |
DBEF | DBX ETF TRxtrack msci eafe | $6,140 | +10.7% | 150 | 0.0% | 0.00% | 0.0% | |
HALEON PLCspon ads | $5,291 | +3.2% | 623 | 0.0% | 0.00% | 0.0% | ||
DELL | DELL TECHNOLOGIES INCcl c | $4,450 | +49.1% | 39 | 0.0% | 0.00% | +100.0% | |
DPZ | DOMINOS PIZZA INC | $4,969 | +20.5% | 10 | 0.0% | 0.00% | 0.0% | |
JETS | ETF SER SOLUTIONSus glb jets | $4,590 | +10.4% | 218 | 0.0% | 0.00% | 0.0% | |
EW | Sell | EDWARDS LIFESCIENCES CORP | $5,925 | -39.8% | 62 | -51.9% | 0.00% | -50.0% |
FAST | FASTENAL CO | $5,110 | +19.7% | 66 | 0.0% | 0.00% | 0.0% | |
LUMN | LUMEN TECHNOLOGIES INC | $3,967 | -14.8% | 2,543 | 0.0% | 0.00% | 0.0% | |
FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $5,123 | +2.3% | 225 | 0.0% | 0.00% | 0.0% | |
AVNS | AVANOS MED INC | $4,161 | -11.2% | 209 | 0.0% | 0.00% | 0.0% | |
PAM | PAMPA ENERGIA S Aspons adr lvl i | $4,918 | -12.9% | 114 | 0.0% | 0.00% | 0.0% | |
LRGE | LEGG MASON ETF INVTclearbrideg lr | $5,568 | +12.4% | 83 | 0.0% | 0.00% | 0.0% | |
CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,526 | +4.8% | 79 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC | $4,873 | -53.3% | 445 | 0.0% | 0.00% | -50.0% | ||
BMO | BANK MONTREAL QUE | $4,430 | -0.4% | 45 | 0.0% | 0.00% | 0.0% | |
New | RUMBLE INC | $6,238 | – | 772 | +100.0% | 0.00% | – | |
ACN | Sell | ACCENTURE PLC IRELAND | $4,159 | -8.8% | 12 | -7.7% | 0.00% | 0.0% |
BNS | BANK NOVA SCOTIA HALIFAX | $5,178 | +6.3% | 100 | 0.0% | 0.00% | 0.0% | |
PNW | PINNACLE WEST CAP CORP | $6,053 | +4.0% | 81 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC | $4,018 | +11.6% | 262 | 0.0% | 0.00% | +100.0% | |
SNY | Sell | SANOFIsponsored adr | $4,860 | -75.3% | 100 | -74.7% | 0.00% | -75.0% |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $4,862 | +4.5% | 99 | 0.0% | 0.00% | 0.0% | |
FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $4,788 | +1.7% | 135 | 0.0% | 0.00% | 0.0% | |
BKH | BLACK HILLS CORP | $5,460 | +1.2% | 100 | 0.0% | 0.00% | 0.0% | |
SLV | ISHARES SILVER TRishares | $4,550 | +4.5% | 200 | 0.0% | 0.00% | 0.0% | |
AOK | ISHARES TRconser alloc etf | $5,708 | +1.9% | 155 | 0.0% | 0.00% | 0.0% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $4,661 | +3.7% | 71 | 0.0% | 0.00% | 0.0% | |
WDC | WESTERN DIGITAL CORP. | $6,483 | +30.3% | 95 | 0.0% | 0.00% | 0.0% | |
BFA | BROWN FORMAN CORPcl a | $5,295 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
EEMV | ISHARES INCmsci emerg mrkt | $5,165 | +1.8% | 91 | 0.0% | 0.00% | 0.0% | |
PATK | PATRICK INDS INC | $6,212 | +19.0% | 52 | 0.0% | 0.00% | 0.0% | |
APOG | APOGEE ENTERPRISES INC | $5,920 | +10.8% | 100 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORPunit 99/99/9999 | $4,477 | -11.9% | 274 | 0.0% | 0.00% | 0.0% | |
FUN | CEDAR FAIR L Pdepositry unit | $4,190 | +5.3% | 100 | 0.0% | 0.00% | 0.0% | |
TXN | TEXAS INSTRS INC | $6,446 | +2.2% | 37 | 0.0% | 0.00% | -33.3% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $6,593 | +4.4% | 315 | 0.0% | 0.00% | -33.3% | |
TDG | TRANSDIGM GROUP INC | $2,463 | +21.7% | 2 | 0.0% | 0.00% | 0.0% | |
NEP | NEXTERA ENERGY PARTNERS LP | $3,008 | -1.1% | 100 | 0.0% | 0.00% | 0.0% | |
NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $2,004 | -89.6% | 29 | -89.8% | 0.00% | -87.5% |
POST | POST HLDGS INC | $1,700 | +20.7% | 16 | 0.0% | 0.00% | 0.0% | |
MSB | MESABI TRctf ben int | $1,770 | -13.5% | 100 | 0.0% | 0.00% | 0.0% | |
PLD | PROLOGIS INC. | $3,301 | -1.6% | 25 | 0.0% | 0.00% | 0.0% | |
MAT | MATTEL INC | $1,981 | +4.9% | 100 | 0.0% | 0.00% | 0.0% | |
PCYO | PURE CYCLE CORP | $1,900 | -9.3% | 200 | 0.0% | 0.00% | 0.0% | |
MARA | MARATHON DIGITAL HOLDINGS IN | $2,258 | -3.9% | 100 | 0.0% | 0.00% | 0.0% | |
LITE | LUMENTUM HLDGS INC | $3,125 | -9.7% | 66 | 0.0% | 0.00% | 0.0% | |
RSG | REPUBLIC SVCS INC | $3,254 | +16.1% | 17 | 0.0% | 0.00% | 0.0% | |
RNG | Sell | RINGCENTRAL INCcl a | $1,494 | -68.3% | 43 | -69.1% | 0.00% | -50.0% |
RBLX | ROBLOX CORPcl a | $1,947 | -16.5% | 51 | 0.0% | 0.00% | 0.0% | |
LEG | LEGGETT & PLATT INC | $1,915 | -26.8% | 100 | 0.0% | 0.00% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $3,730 | +5.4% | 24 | 0.0% | 0.00% | 0.0% | |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,834 | +8.0% | 57 | +1.8% | 0.00% | 0.0% |
XAR | SPDR SER TRaerospace def | $3,653 | +3.7% | 26 | 0.0% | 0.00% | 0.0% | |
SPSM | New | SPDR SER TRportfolio s&p600 | $3,874 | – | 90 | +100.0% | 0.00% | – |
KMI | KINDER MORGAN INC DEL | $1,959 | +4.0% | 107 | 0.0% | 0.00% | 0.0% | |
New | ISHARES BITCOIN TR | $3,642 | – | 90 | +100.0% | 0.00% | – | |
TIP | ISHARES TRtips bd etf | $3,867 | -0.1% | 36 | 0.0% | 0.00% | -50.0% | |
SONY | SONY GROUP CORPsponsored adr | $1,801 | -9.4% | 21 | 0.0% | 0.00% | 0.0% | |
SWX | SOUTHWEST GAS HLDGS INC | $2,817 | +20.2% | 37 | 0.0% | 0.00% | 0.0% | |
SUPN | SUPERNUS PHARMACEUTICALS INC | $1,774 | +17.9% | 52 | 0.0% | 0.00% | 0.0% | |
IQI | INVESCO QUALITY MUN INCOME T | $3,504 | +1.8% | 362 | 0.0% | 0.00% | 0.0% | |
SYLVAMO CORP | $1,358 | +25.7% | 22 | 0.0% | 0.00% | – | ||
IIM | INVESCO VALUE MUN INCOME TR | $3,828 | +2.3% | 319 | 0.0% | 0.00% | -50.0% | |
TGNA | TEGNA INC | $2,988 | -2.4% | 200 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC | $1,465 | -29.9% | 97 | 0.0% | 0.00% | 0.0% | |
HMC | HONDA MOTOR LTDadr ech cnv in 3 | $3,723 | +20.4% | 100 | 0.0% | 0.00% | 0.0% | |
Sell | TOAST INCcl a | $1,869 | -18.1% | 75 | -40.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $1,906 | +5.2% | 107 | 0.0% | 0.00% | 0.0% | |
OGE | OGE ENERGY CORP | $2,195 | -1.8% | 64 | 0.0% | 0.00% | 0.0% | |
Buy | GLOBAL X FDSblockchain & bit | $1,341 | +56.3% | 18 | +12.5% | 0.00% | – | |
UNIT | UNITI GROUP INC | $3,009 | +2.1% | 510 | 0.0% | 0.00% | 0.0% | |
FE | FIRSTENERGY CORP | $3,167 | +5.4% | 82 | 0.0% | 0.00% | 0.0% | |
FIBK | FIRST INTST BANCSYSTEM INC | $2,721 | -11.5% | 100 | 0.0% | 0.00% | 0.0% | |
EOG | EOG RES INC | $2,557 | +5.7% | 20 | 0.0% | 0.00% | 0.0% | |
DCI | DONALDSON INC | $1,643 | +14.3% | 22 | 0.0% | 0.00% | 0.0% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $1,727 | +6.6% | 9 | 0.0% | 0.00% | 0.0% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $2,907 | +27.1% | 1 | 0.0% | 0.00% | 0.0% | |
CHN | CHINA FD INC | $1,329 | -1.6% | 133 | 0.0% | 0.00% | 0.0% | |
CHK | CHESAPEAKE ENERGY CORP | $1,977 | +16.2% | 22 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,034 | -25.2% | 7 | 0.0% | 0.00% | 0.0% | |
VSTO | Sell | VISTA OUTDOOR INC | $2,360 | -84.9% | 72 | -86.4% | 0.00% | -83.3% |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $1,574 | +6.8% | 177 | +4.7% | 0.00% | 0.0% |
WPC | Sell | WP CAREY INC | $2,766 | -73.0% | 49 | -69.0% | 0.00% | -75.0% |
WAB | Sell | WABTEC | $2,040 | -5.4% | 14 | -17.6% | 0.00% | 0.0% |
CPHC | CANTERBURY PK HLDG CORP | $2,334 | +14.2% | 100 | 0.0% | 0.00% | 0.0% | |
W | WAYFAIR INCcl a | $3,869 | +10.0% | 57 | 0.0% | 0.00% | 0.0% | |
CI | THE CIGNA GROUP | $2,263 | +21.7% | 6 | 0.0% | 0.00% | 0.0% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $1,861 | +4.1% | 61 | 0.0% | 0.00% | 0.0% | |
WCLD | WISDOMTREE TR | $2,612 | -0.3% | 75 | 0.0% | 0.00% | 0.0% | |
WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $2,616 | -5.3% | 131 | 0.0% | 0.00% | 0.0% | |
BILI | BILIBILI INCspons ads rep z | $1,557 | -8.0% | 139 | 0.0% | 0.00% | 0.0% | |
BDX | BECTON DICKINSON & CO | $2,236 | +1.9% | 9 | 0.0% | 0.00% | 0.0% | |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $3,485 | -11.6% | 150 | 0.0% | 0.00% | -50.0% | |
NVT | Sell | NVENT ELECTRIC PLC | $2,714 | -74.8% | 36 | -80.2% | 0.00% | -75.0% |
New | AMPLIFY ETF TRamplify alternat | $2,592 | – | 620 | +100.0% | 0.00% | – | |
PNR | PENTAIR PLC | $3,076 | +17.5% | 36 | 0.0% | 0.00% | 0.0% | |
STE | STERIS PLC | $1,637 | +2.5% | 7 | 0.0% | 0.00% | 0.0% | |
ALB | ALBEMARLE CORP | $1,326 | -8.6% | 10 | 0.0% | 0.00% | 0.0% | |
ALK | ALASKA AIR GROUP INC | $1,720 | +10.0% | 40 | 0.0% | 0.00% | 0.0% | |
AL | AIR LEASE CORPcl a | $3,086 | +22.7% | 60 | 0.0% | 0.00% | 0.0% | |
LYB | LYONDELLBASELL INDUSTRIES N | $2,758 | +7.6% | 27 | 0.0% | 0.00% | 0.0% | |
OGN | Sell | ORGANON & CO | $1,936 | -1.2% | 103 | -24.3% | 0.00% | 0.0% |
PPG | PPG INDS INC | $2,163 | -2.7% | 15 | 0.0% | 0.00% | 0.0% | |
SPCE | VIRGIN GALACTIC HOLDINGS INC | $147 | -39.5% | 99 | 0.0% | 0.00% | – | |
BYND | Exit | BEYOND MEAT INC | $0 | – | -33 | -100.0% | 0.00% | – |
VST | VISTRA CORP | $488 | +80.7% | 7 | 0.0% | 0.00% | – | |
Exit | CELULARITY INC | $0 | – | -1,712 | -100.0% | 0.00% | – | |
MS | Exit | MORGAN STANLEY | $0 | – | -5 | -100.0% | 0.00% | – |
New | IRSA INVERSIONES Y REP S Aspon gds ech 10 | $37 | – | 4 | +100.0% | 0.00% | – | |
WK KELLOGG CO | $38 | +40.7% | 2 | 0.0% | 0.00% | – | ||
CHWY | Exit | CHEWY INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
Exit | DYNATRONICS CORP | $0 | – | -1,434 | -100.0% | 0.00% | – | |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2 | -100.0% | 0.00% | – |
BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -5 | -100.0% | 0.00% | – |
BB | Exit | BLACKBERRY LTD | $0 | – | -5 | -100.0% | 0.00% | – |
FCPT | FOUR CORNERS PPTY TR INC | $954 | -3.3% | 39 | 0.0% | 0.00% | – | |
VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -2 | -100.0% | 0.00% | – |
UIS | UNISYS CORP | $147 | -13.0% | 30 | 0.0% | 0.00% | – | |
GTN | GRAY TELEVISION INC | $632 | -29.5% | 100 | 0.0% | 0.00% | – | |
ETSY | ETSY INC | $825 | -15.2% | 12 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INCcl c | $928 | -14.5% | 130 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC | $45 | -26.2% | 6 | 0.0% | 0.00% | – | |
PATH | UIPATH INCcl a | $1,088 | -8.7% | 48 | 0.0% | 0.00% | – | |
EPR | EPR PPTYS | $340 | -12.4% | 8 | 0.0% | 0.00% | – | |
DRAFTKINGS INC NEW | $590 | +28.8% | 13 | 0.0% | 0.00% | – | ||
GOF | GUGGENHEIM STRATEGIC OPPORTU | $501 | +11.8% | 35 | 0.0% | 0.00% | – | |
TWLO | TWILIO INCcl a | $795 | -19.4% | 13 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $170 | -7.1% | 8 | 0.0% | 0.00% | – | |
New | TREVENA INC | $11 | – | 23 | +100.0% | 0.00% | – | |
CUE HEALTH INC | $27 | +17.4% | 142 | 0.0% | 0.00% | – | ||
CRON | CRONOS GROUP INC | $117 | +24.5% | 45 | 0.0% | 0.00% | – | |
HBI | HANESBRANDS INC | $278 | +29.9% | 48 | 0.0% | 0.00% | – | |
CRESY | Buy | CRESUD S A C I F Y Asponsored adr | $982 | -4.9% | 110 | +0.9% | 0.00% | – |
PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | 0 | +100.0% | 0.00% | – |
CRTX | QUINCE THERAPEUTICS INC | $329 | +0.9% | 310 | 0.0% | 0.00% | – | |
UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -5 | -100.0% | 0.00% | – |
ADI | Exit | ANALOG DEVICES INC | $0 | – | -2 | -100.0% | 0.00% | – |
CHGG | CHEGG INC | $530 | -33.3% | 70 | 0.0% | 0.00% | – | |
ICUI | ICU MED INC | $1,073 | +7.6% | 10 | 0.0% | 0.00% | – | |
New | CELULARITY INCcl a new | $894 | – | 171 | +100.0% | 0.00% | – | |
IMAC HLDGS INC | $61 | +38.6% | 20 | 0.0% | 0.00% | – | ||
WBA | WALGREENS BOOTS ALLIANCE INC | $52 | -16.1% | 2 | 0.0% | 0.00% | – | |
CANOPY GROWTH CORP | $43 | +65.4% | 5 | 0.0% | 0.00% | – | ||
IRTC | Sell | IRHYTHM TECHNOLOGIES INC | $812 | -97.8% | 7 | -98.0% | 0.00% | -100.0% |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1 | -100.0% | 0.00% | – |
Exit | NUWELLIS INC | $0 | – | -13 | -100.0% | 0.00% | – | |
SOFI | SOFI TECHNOLOGIES INC | $913 | -26.6% | 125 | 0.0% | 0.00% | -100.0% | |
BROOKFIELD BUSINESS CORPcl a exc sub vtg | $483 | +3.6% | 20 | 0.0% | 0.00% | – | ||
SNDL INC | $32 | +23.1% | 16 | 0.0% | 0.00% | – | ||
SJM | SMUCKER J M CO | $252 | -0.4% | 2 | 0.0% | 0.00% | – | |
PGR | Exit | PROGRESSIVE CORP | $0 | – | -3 | -100.0% | 0.00% | – |
LPSN | Exit | LIVEPERSON INC | $0 | – | -74 | -100.0% | 0.00% | – |
NEUEHEALTH INC | $416 | -14.8% | 64 | 0.0% | 0.00% | – | ||
JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $174 | +45.0% | 34 | 0.0% | 0.00% | – | |
K | Buy | KELLANOVA | $663 | +3.6% | 12 | +9.1% | 0.00% | – |
BIVI | BIOVIE INCcl a new | $309 | -58.1% | 585 | 0.0% | 0.00% | – | |
ASXC | Exit | ASENSUS SURGICAL INC | $0 | – | -714 | -100.0% | 0.00% | – |
SENS | Exit | SENSEONICS HLDGS INC | $0 | – | -309 | -100.0% | 0.00% | – |
BELLRING BRANDS INC | $1,181 | +6.5% | 20 | 0.0% | 0.00% | – | ||
ZIMVIE INC | $66 | -7.0% | 4 | 0.0% | 0.00% | – | ||
Z | ZILLOW GROUP INCcl c cap stk | $537 | -15.6% | 11 | 0.0% | 0.00% | – | |
THE BEACHBODY COMPANY INC | $605 | +15.9% | 63 | 0.0% | 0.00% | – | ||
KHC | KRAFT HEINZ CO | $554 | -0.2% | 15 | 0.0% | 0.00% | – | |
KYNDRYL HLDGS INC | $174 | +4.8% | 8 | 0.0% | 0.00% | – | ||
LI | LI AUTO INCsponsored ads | $61 | -18.7% | 2 | 0.0% | 0.00% | – | |
ARCO | ARCOS DORADOS HOLDINGS INC | $1,134 | -12.4% | 102 | 0.0% | 0.00% | -100.0% | |
LI-CYCLE HOLDINGS CORP | $413 | +75.7% | 401 | 0.0% | 0.00% | – | ||
BBU | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $884 | +7.4% | 40 | 0.0% | 0.00% | – | |
BROOKFIELD REINS LTDcl a exch lt vtg | $919 | +3.5% | 22 | 0.0% | 0.00% | – | ||
ROKU | ROKU INC | $1,303 | -28.9% | 20 | 0.0% | 0.00% | -100.0% | |
INTU | Exit | INTUIT | $0 | – | -1 | -100.0% | 0.00% | – |
RIOT | RIOT PLATFORMS INC | $196 | -21.0% | 16 | 0.0% | 0.00% | – | |
BIMI INTERNATIONAL MEDICAL I | $13 | -27.8% | 8 | 0.0% | 0.00% | – | ||
Sell | LUCID GROUP INC | $288 | -90.3% | 101 | -85.6% | 0.00% | -100.0% | |
QS | QUANTUMSCAPE CORP | $604 | -9.4% | 96 | 0.0% | 0.00% | – | |
LAZR | LUMINAR TECHNOLOGIES INC | $394 | -41.5% | 200 | 0.0% | 0.00% | – | |
MRO | MARATHON OIL CORP | $822 | +17.3% | 29 | 0.0% | 0.00% | – | |
MPW | MEDICAL PPTYS TRUST INC | $940 | -4.3% | 200 | 0.0% | 0.00% | – | |
PRLB | PROTO LABS INC | $679 | -8.2% | 19 | 0.0% | 0.00% | – | |
ST | SENSATA TECHNOLOGIES HLDG PL | $1,106 | -2.0% | 30 | 0.0% | 0.00% | – | |
PRECISION OPTICS CORP INC MA | $11 | -8.3% | 2 | 0.0% | 0.00% | – | ||
PII | POLARIS INC | $882 | +6.4% | 9 | 0.0% | 0.00% | – | |
AIG | AMERICAN INTL GROUP INC | $1,173 | +15.5% | 15 | 0.0% | 0.00% | – | |
PLUG | Sell | PLUG POWER INC | $516 | -42.7% | 150 | -25.0% | 0.00% | – |
NIO | Sell | NIO INCspon ads | $135 | -98.8% | 30 | -97.5% | 0.00% | -100.0% |
PINS | PINTEREST INCcl a | $347 | -6.2% | 10 | 0.0% | 0.00% | – | |
NET LEASE OFFICE PROPERTIES | $238 | +28.6% | 10 | 0.0% | 0.00% | – | ||
JAMF | Exit | JAMF HLDG CORP | $0 | – | -18 | -100.0% | 0.00% | – |
NOK | Sell | NOKIA CORPsponsored adr | $549 | -15.0% | 155 | -18.0% | 0.00% | – |
FROG | JFROG LTD | $1,061 | +27.7% | 24 | 0.0% | 0.00% | – | |
ORION OFFICE REIT INC | $706 | -38.6% | 201 | 0.0% | 0.00% | – | ||
ORGANIGRAM HLDGS INC | $49 | +63.3% | 23 | 0.0% | 0.00% | – | ||
ASIX | ADVANSIX INC | $315 | -4.5% | 11 | 0.0% | 0.00% | – | |
MSOS | ADVISORSHARES TRpure us cannabis | $181 | +42.5% | 18 | 0.0% | 0.00% | – | |
PENN | PENN ENTERTAINMENT INC | $73 | -29.8% | 4 | 0.0% | 0.00% | – | |
PTON | Sell | PELOTON INTERACTIVE INC | $51 | -98.9% | 12 | -98.5% | 0.00% | -100.0% |
NKLA | NIKOLA CORP | $130 | +19.3% | 125 | 0.0% | 0.00% | – | |
MMC | Exit | MARSH &MCLENNAN COS INC | $0 | – | -1 | -100.0% | 0.00% | – |
GBNH | Exit | GREENBROOK TMS INC | $0 | – | -3,959 | -100.0% | 0.00% | – |
TRVN | Exit | TREVENA INC | $0 | – | -23 | -100.0% | 0.00% | – |
AMRC | Exit | AMERESCO INCcl a | $0 | – | -100 | -100.0% | -0.00% | – |
NSPR | Exit | INSPIREMD INC | $0 | – | -1,101 | -100.0% | -0.00% | – |
MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -620 | -100.0% | -0.00% | – |
TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -13 | -100.0% | -0.00% | – |
Exit | VERALTO CORP | $0 | – | -33 | -100.0% | -0.00% | – | |
AZEK | Exit | AZEK CO INCcl a | $0 | – | -33 | -100.0% | -0.00% | – |
CHPT | Exit | CHARGEPOINT HOLDINGS INC | $0 | – | -1,244 | -100.0% | -0.00% | – |
VAC | Exit | MARRIOTT VACATIONS WORLDWIDE | $0 | – | -28 | -100.0% | -0.00% | – |
BIIB | Exit | BIOGEN INC | $0 | – | -8 | -100.0% | -0.00% | – |
CRNC | Exit | CERENCE INC | $0 | – | -125 | -100.0% | -0.00% | – |
VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -100 | -100.0% | -0.00% | – |
AYX | Exit | ALTERYX INC | $0 | – | -124 | -100.0% | -0.00% | – |
LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -79 | -100.0% | -0.00% | – |
SLB | Exit | SCHLUMBERGER LTD | $0 | – | -130 | -100.0% | -0.00% | – |
CHS | Exit | CHICOS FAS INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -17 | -100.0% | -0.00% | – |
X | Exit | UNITED STATES STL CORP NEW | $0 | – | -225 | -100.0% | -0.00% | – |
BBY | Exit | BEST BUY INC | $0 | – | -117 | -100.0% | -0.00% | – |
MTZ | Exit | MASTEC INC | $0 | – | -117 | -100.0% | -0.00% | – |
VRNS | Exit | VARONIS SYS INC | $0 | – | -284 | -100.0% | -0.01% | – |
MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -150 | -100.0% | -0.01% | – |
RY | Exit | ROYAL BK CDA | $0 | – | -135 | -100.0% | -0.01% | – |
Exit | ENVVENO MEDICAL CORPORATION | $0 | – | -3,278 | -100.0% | -0.01% | – | |
ZYXI | Exit | ZYNEX INC | $0 | – | -1,570 | -100.0% | -0.01% | – |
BWAY | Exit | BRAINSWAY LTDsponsored ads | $0 | – | -2,955 | -100.0% | -0.01% | – |
AIEQ | Exit | ETF MANAGERS TRai powered eqt | $0 | – | -565 | -100.0% | -0.01% | – |
CVRX | Exit | CVRX INC | $0 | – | -807 | -100.0% | -0.01% | – |
SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -769 | -100.0% | -0.01% | – |
VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -363 | -100.0% | -0.02% | – |
TMDX | Exit | TRANSMEDICS GROUP INC | $0 | – | -4,709 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-19
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.