$198 Million is the total value of Kelly Financial Services LLC's 704 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 12.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Sell | ISHARES TRcore s&p500 etf | $48,906,435 | +5.3% | 118,971 | -1.6% | 24.68% | +1.0% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $14,559,737 | +336775.0% | 117,356 | +308731.6% | 7.35% | +367300.0% |
EFV | Sell | ISHARES TReafe value etf | $10,807,459 | -15.7% | 222,697 | -20.3% | 5.45% | -19.2% |
TLH | Buy | ISHARES TR10-20 yr trs etf | $10,407,469 | +34.5% | 90,863 | +27.0% | 5.25% | +29.0% |
SHY | New | ISHARES TR1 3 yr treas bd | $7,186,488 | – | 87,469 | +100.0% | 3.63% | – |
IYW | Buy | ISHARES TRu.s. tech etf | $6,743,357 | +103.8% | 72,658 | +63.6% | 3.40% | +95.4% |
EFG | Buy | ISHARES TReafe grwth etf | $6,671,915 | +149.2% | 71,220 | +122.8% | 3.37% | +139.0% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $6,373,454 | -73.7% | 70,386 | -75.4% | 3.22% | -74.8% |
MBB | Buy | ISHARES TRmbs etf | $5,904,302 | +73.9% | 62,328 | +70.3% | 2.98% | +66.8% |
USMV | Buy | ISHARES TRmsci usa min vol | $5,332,378 | +157.0% | 73,307 | +154.7% | 2.69% | +146.4% |
FISR | Buy | SSGA ACTIVE TRspdr ssga fxd | $3,506,545 | +14.4% | 133,025 | +11.2% | 1.77% | +9.7% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $3,237,211 | +8175.1% | 37,520 | +8021.2% | 1.63% | +7681.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $3,127,139 | -5.2% | 13,913 | +0.1% | 1.58% | -9.2% |
SOXX | Buy | ISHARES TRishares semicdtr | $3,072,530 | +88191.1% | 6,910 | +69000.0% | 1.55% | +77450.0% |
AAPL | Buy | APPLE INC | $2,806,984 | +30.4% | 17,022 | +2.7% | 1.42% | +25.1% |
IUSB | Buy | ISHARES TRcore total usd | $2,390,808 | +33.0% | 51,805 | +29.5% | 1.21% | +27.6% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,121,701 | +76.3% | 5,183 | +64.6% | 1.07% | +68.9% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $2,034,222 | +12.1% | 19,124 | +4.9% | 1.03% | +7.5% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $1,764,952 | -23.1% | 68,436 | -25.1% | 0.89% | -26.2% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,646,856 | +4.3% | 36,459 | -3.1% | 0.83% | 0.0% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,536,774 | +18.3% | 6,161 | +1.0% | 0.78% | +13.5% |
BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $1,465,948 | +28.5% | 29,966 | +24.6% | 0.74% | +23.3% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,460,659 | +5.1% | 10,576 | +6.8% | 0.74% | +0.8% |
XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $1,400,526 | +25.9% | 34,882 | +22.0% | 0.71% | +20.6% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,391,236 | +30.7% | 43,314 | +20.8% | 0.70% | +25.4% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,350,965 | +26.1% | 17,662 | +24.1% | 0.68% | +20.9% |
INDB | Buy | INDEPENDENT BK CORP MASS | $1,177,945 | -22.1% | 17,951 | +0.2% | 0.60% | -25.3% |
MSFT | Buy | MICROSOFT CORP | $1,139,591 | +47.7% | 3,953 | +22.8% | 0.58% | +41.6% |
TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $929,538 | -1.4% | 48,846 | -4.5% | 0.47% | -5.4% |
SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $835,952 | +71.6% | 21,981 | +56.6% | 0.42% | +64.8% |
IFRA | Sell | ISHARES TRus infrastruc | $803,627 | -2.2% | 21,533 | -5.0% | 0.41% | -6.0% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $767,833 | -78.1% | 5,522 | -77.0% | 0.39% | -78.9% |
GOVT | Sell | ISHARES TRus treas bd etf | $734,493 | -44.2% | 31,415 | -45.7% | 0.37% | -46.4% |
IWY | New | ISHARES TRrus tp200 gr etf | $713,836 | – | 5,138 | +100.0% | 0.36% | – |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $682,976 | +22.4% | 14,672 | +19.7% | 0.34% | +17.3% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $677,206 | +22.3% | 8,825 | +18.4% | 0.34% | +17.1% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $668,518 | +413.2% | 17,700 | +402.3% | 0.34% | +388.4% |
IYH | Buy | ISHARES TRus hlthcare etf | $668,000 | -3.2% | 2,446 | +0.6% | 0.34% | -7.2% |
BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $646,164 | +28.4% | 8,431 | +21.3% | 0.33% | +23.0% |
OEF | Sell | ISHARES TRs&p 100 etf | $614,458 | -1.8% | 3,285 | -10.5% | 0.31% | -5.8% |
QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $604,940 | – | 4,583 | +100.0% | 0.30% | – |
XOM | Buy | EXXON MOBIL CORP | $599,215 | -0.3% | 5,464 | +0.3% | 0.30% | -4.4% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $574,430 | +76.9% | 6,256 | +76.3% | 0.29% | +69.6% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $566,852 | +8.1% | 14,031 | +4.3% | 0.29% | +3.6% |
LMT | Buy | LOCKHEED MARTIN CORP | $538,217 | -0.6% | 1,139 | +2.3% | 0.27% | -4.6% |
EBND | Buy | SPDR SER TRbloomberg emergi | $514,001 | +29.7% | 24,222 | +25.7% | 0.26% | +23.9% |
DGRO | Buy | ISHARES TRcore div grwth | $485,208 | +1.2% | 9,706 | +1.3% | 0.24% | -2.8% |
PAYX | Buy | PAYCHEX INC | $476,565 | +2.2% | 4,159 | +3.1% | 0.24% | -1.6% |
JNJ | Sell | JOHNSON & JOHNSON | $449,585 | -15.0% | 2,901 | -3.1% | 0.23% | -18.3% |
SPTL | Sell | SPDR SER TRportfolio ln tsr | $442,183 | -5.2% | 14,319 | -10.9% | 0.22% | -9.3% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $423,303 | -3.3% | 4,323 | -0.4% | 0.21% | -7.0% |
ESGU | Sell | ISHARES TResg awr msci usa | $412,378 | -63.1% | 4,559 | -65.5% | 0.21% | -64.7% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $407,181 | +9.5% | 2,148 | +6.0% | 0.21% | +5.1% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $401,473 | +37.3% | 11,763 | +32.6% | 0.20% | +31.8% |
MCD | Buy | MCDONALDS CORP | $393,807 | +6.4% | 1,408 | +0.3% | 0.20% | +2.1% |
IWL | Buy | ISHARES TRrus top 200 etf | $392,998 | +13.1% | 4,039 | +4.5% | 0.20% | +8.2% |
MUB | Buy | ISHARES TRnational mun etf | $390,268 | +11.8% | 3,622 | +9.5% | 0.20% | +7.1% |
COP | Sell | CONOCOPHILLIPS | $385,922 | -16.5% | 3,890 | -0.7% | 0.20% | -19.8% |
IEMG | Buy | ISHARES INCcore msci emkt | $383,199 | +2371.3% | 7,854 | +2265.7% | 0.19% | +2312.5% |
SPXL | Sell | DIREXION SHS ETF TRdrx s&p500bull | $378,647 | +17.7% | 5,174 | -0.1% | 0.19% | +13.0% |
IVLU | Sell | ISHARES TRmsci intl vlu ft | $355,097 | +2.7% | 14,324 | -4.0% | 0.18% | -1.6% |
AMZN | Sell | AMAZON COM INC | $349,947 | +19.7% | 3,388 | -2.6% | 0.18% | +14.9% |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $347,442 | +30.6% | 7,907 | +26.3% | 0.18% | +25.0% |
HD | Buy | HOME DEPOT INC | $334,247 | -4.4% | 1,133 | +2.3% | 0.17% | -8.2% |
PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $331,422 | -27.2% | 23,307 | -24.3% | 0.17% | -30.1% |
SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $331,239 | -35.0% | 7,989 | -35.9% | 0.17% | -37.7% |
PEP | Buy | PEPSICO INC | $326,922 | +8.3% | 1,793 | +7.3% | 0.16% | +3.8% |
CVX | Buy | CHEVRON CORP NEW | $319,498 | -5.3% | 1,958 | +4.1% | 0.16% | -9.6% |
ROK | ROCKWELL AUTOMATION INC | $299,577 | +13.9% | 1,021 | 0.0% | 0.15% | +9.4% | |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $284,995 | +13.1% | 923 | +13.1% | 0.14% | +8.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $283,248 | +3.6% | 491 | -1.0% | 0.14% | -0.7% |
MAR | MARRIOTT INTL INC NEWcl a | $278,882 | +11.5% | 1,680 | 0.0% | 0.14% | +6.8% | |
GLD | Buy | SPDR GOLD TR | $274,830 | +406.3% | 1,500 | +368.8% | 0.14% | +379.3% |
JNK | Buy | SPDR SER TRbloomberg high y | $266,006 | +1477711.1% | 2,866 | +100.0% | 0.13% | – |
IXJ | Buy | ISHARES TRglob hlthcre etf | $245,751 | +14.6% | 2,948 | +16.7% | 0.12% | +9.7% |
ORCL | Sell | ORACLE CORP | $237,769 | +11.8% | 2,559 | -1.6% | 0.12% | +7.1% |
IJR | Sell | ISHARES TRcore s&p scp etf | $232,126 | -93.8% | 2,400 | -93.9% | 0.12% | -94.1% |
TSLA | TESLA INC | $232,808 | +68.4% | 1,122 | 0.0% | 0.12% | +60.3% | |
LLY | Sell | LILLY ELI & CO | $201,413 | -6.9% | 586 | -0.8% | 0.10% | -10.5% |
GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $200,783 | +50.6% | 6,483 | +43.0% | 0.10% | +44.3% |
V | Sell | VISA INC | $198,193 | +6.6% | 879 | -1.7% | 0.10% | +2.0% |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $197,529 | +1.9% | 3,163 | 0.0% | 0.10% | -2.0% | |
PG | Buy | PROCTER AND GAMBLE CO | $192,321 | +2.3% | 1,293 | +4.3% | 0.10% | -2.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $167,767 | +22.6% | 523 | +1.8% | 0.08% | +18.1% |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $167,682 | – | 2,292 | +100.0% | 0.08% | – |
T | Buy | AT&T INC | $164,586 | +12.2% | 8,550 | +7.3% | 0.08% | +7.8% |
NVDA | Sell | NVIDIA CORPORATION | $164,079 | +83.3% | 591 | -3.6% | 0.08% | +76.6% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $157,190 | +10.3% | 4,042 | +11.8% | 0.08% | +5.3% |
BIIB | BIOGEN INC | $156,798 | +0.4% | 564 | 0.0% | 0.08% | -3.7% | |
MA | Sell | MASTERCARD INCORPORATEDcl a | $157,104 | -2.4% | 432 | -6.7% | 0.08% | -7.1% |
GOOG | Buy | ALPHABET INCcap stk cl c | $156,104 | +38.7% | 1,501 | +18.4% | 0.08% | +33.9% |
JPM | Buy | JPMORGAN CHASE & CO | $152,751 | +4.4% | 1,172 | +7.4% | 0.08% | 0.0% |
PFE | Sell | PFIZER INC | $144,166 | -25.1% | 3,533 | -6.0% | 0.07% | -27.7% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $139,932 | +10.1% | 1,349 | -6.4% | 0.07% | +6.0% |
WPC | WP CAREY INC | $138,157 | -0.9% | 1,784 | 0.0% | 0.07% | -4.1% | |
GD | Buy | GENERAL DYNAMICS CORP | $137,426 | -7.7% | 602 | +0.3% | 0.07% | -11.5% |
MMC | MARSH & MCLENNAN COS INC | $135,738 | +0.6% | 815 | 0.0% | 0.07% | -2.8% | |
SPGI | Sell | S&P GLOBAL INC | $133,492 | -4.1% | 387 | -7.0% | 0.07% | -8.2% |
BAC | Sell | BANK AMERICA CORP | $130,883 | -14.1% | 4,576 | -0.6% | 0.07% | -17.5% |
DTE | Buy | DTE ENERGY CO | $130,805 | -6.7% | 1,194 | +0.1% | 0.07% | -10.8% |
NVS | Buy | NOVARTIS AGsponsored adr | $129,582 | +4.2% | 1,408 | +2.7% | 0.06% | 0.0% |
AXP | Sell | AMERICAN EXPRESS CO | $128,262 | +5.9% | 778 | -5.1% | 0.06% | +1.6% |
NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $129,598 | +13.5% | 1,906 | +0.6% | 0.06% | +8.3% |
EVRG | EVERGY INC | $125,542 | -2.9% | 2,054 | 0.0% | 0.06% | -7.4% | |
DIS | Buy | DISNEY WALT CO | $123,391 | +16.3% | 1,232 | +0.9% | 0.06% | +10.7% |
KLAC | KLA CORP | $120,818 | +5.9% | 303 | 0.0% | 0.06% | +1.7% | |
SUB | Sell | ISHARES TRshrt nat mun etf | $118,428 | -30.7% | 1,131 | -31.0% | 0.06% | -33.3% |
COST | Sell | COSTCO WHSL CORP NEW | $119,263 | +8.6% | 240 | -0.4% | 0.06% | +3.4% |
ACN | Buy | ACCENTURE PLC IRELAND | $117,230 | +15.3% | 410 | +7.6% | 0.06% | +9.3% |
MRK | Buy | MERCK & CO INC | $112,788 | +3.2% | 1,060 | +7.6% | 0.06% | 0.0% |
JETS | ETF SER SOLUTIONSus glb jets | $113,495 | +9.1% | 6,092 | 0.0% | 0.06% | +3.6% | |
AMAT | Buy | APPLIED MATLS INC | $108,348 | +29.5% | 882 | +2.7% | 0.06% | +25.0% |
ADI | Buy | ANALOG DEVICES INC | $108,631 | +20.8% | 551 | +0.5% | 0.06% | +17.0% |
FALN | Sell | ISHARES TRfaln angls usd | $106,135 | -42.9% | 4,200 | -44.4% | 0.05% | -44.9% |
New | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $105,616 | – | 5,574 | +100.0% | 0.05% | – | |
IAU | ISHARES GOLD TRishares new | $103,963 | +8.0% | 2,782 | 0.0% | 0.05% | +2.0% | |
O | Buy | REALTY INCOME CORP | $102,757 | +107.6% | 1,623 | +108.1% | 0.05% | +100.0% |
SPTI | Sell | SPDR SER TRportfli intrmdit | $102,164 | -14.7% | 3,530 | -16.8% | 0.05% | -17.5% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $100,535 | -31.4% | 917 | -34.1% | 0.05% | -33.8% |
TMUS | T-MOBILE US INC | $98,202 | +3.5% | 678 | 0.0% | 0.05% | 0.0% | |
MO | Buy | ALTRIA GROUP INC | $98,593 | +5.4% | 2,210 | +8.0% | 0.05% | +2.0% |
CSGP | Sell | COSTAR GROUP INC | $97,079 | -18.5% | 1,410 | -8.6% | 0.05% | -22.2% |
IDXX | Buy | IDEXX LABS INC | $96,515 | +23.2% | 193 | +0.5% | 0.05% | +19.5% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $96,603 | +12.4% | 386 | +8.7% | 0.05% | +8.9% |
A | AGILENT TECHNOLOGIES INC | $96,028 | -7.5% | 694 | 0.0% | 0.05% | -12.7% | |
TIP | Sell | ISHARES TRtips bd etf | $95,600 | -98.1% | 867 | -98.2% | 0.05% | -98.2% |
IDU | Buy | ISHARES TRu.s. utilits etf | $90,527 | +0.7% | 1,081 | +4.0% | 0.05% | -2.1% |
TECL | Sell | DIREXION SHS ETF TRdly tech bull 3x | $89,345 | +61.2% | 2,403 | -4.2% | 0.04% | +55.2% |
ADP | AUTOMATIC DATA PROCESSING IN | $89,819 | -6.8% | 403 | 0.0% | 0.04% | -11.8% | |
KO | Buy | COCA COLA CO | $86,519 | +11.1% | 1,395 | +14.0% | 0.04% | +7.3% |
BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $87,216 | – | 4,269 | +100.0% | 0.04% | – |
MPC | MARATHON PETE CORP | $84,538 | +15.8% | 627 | 0.0% | 0.04% | +13.2% | |
VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $84,935 | -82.7% | 1,252 | -83.6% | 0.04% | -83.3% |
FB | Sell | META PLATFORMS INCcl a | $84,564 | +70.6% | 399 | -3.2% | 0.04% | +65.4% |
NTLA | INTELLIA THERAPEUTICS INC | $85,721 | +6.8% | 2,300 | 0.0% | 0.04% | +2.4% | |
CPRT | COPART INC | $82,731 | +23.5% | 1,100 | 0.0% | 0.04% | +20.0% | |
BA | BOEING CO | $80,590 | +11.5% | 379 | 0.0% | 0.04% | +7.9% | |
LNG | CHENIERE ENERGY INC | $78,492 | +5.1% | 498 | 0.0% | 0.04% | +2.6% | |
COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $79,135 | -95.8% | 2,928 | -95.7% | 0.04% | -96.0% |
IGM | Buy | ISHARES TRexpnd tec sc etf | $79,833 | +28.3% | 235 | +5.9% | 0.04% | +21.2% |
HPQ | Buy | HP INC | $77,540 | +9.8% | 2,642 | +0.6% | 0.04% | +5.4% |
ABBV | Buy | ABBVIE INC | $75,707 | +22.1% | 475 | +23.7% | 0.04% | +15.2% |
IRT | INDEPENDENCE RLTY TR INC | $73,017 | -4.9% | 4,555 | 0.0% | 0.04% | -7.5% | |
SHOP | Sell | SHOPIFY INCcl a | $72,150 | +32.3% | 1,505 | -4.2% | 0.04% | +24.1% |
GM | Buy | GENERAL MTRS CO | $71,600 | +9.2% | 1,952 | +0.2% | 0.04% | +2.9% |
F | Buy | FORD MTR CO DEL | $69,118 | +11.6% | 5,486 | +3.1% | 0.04% | +6.1% |
CMCSA | Buy | COMCAST CORP NEWcl a | $69,061 | +32.8% | 1,822 | +22.4% | 0.04% | +29.6% |
MFC | Buy | MANULIFE FINL CORP | $69,953 | +3.1% | 3,810 | +0.2% | 0.04% | -2.8% |
NOC | NORTHROP GRUMMAN CORP | $66,637 | -15.3% | 144 | 0.0% | 0.03% | -17.1% | |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $66,597 | -74.5% | 606 | -74.9% | 0.03% | -75.4% |
MRNA | Buy | MODERNA INC | $68,224 | +117.0% | 444 | +153.7% | 0.03% | +100.0% |
WMT | Sell | WALMART INC | $64,814 | +0.2% | 440 | -3.5% | 0.03% | -2.9% |
AGG | Buy | ISHARES TRcore us aggbd et | $65,136 | +31.8% | 654 | +28.2% | 0.03% | +26.9% |
INTC | Buy | INTEL CORP | $66,036 | +29.6% | 2,021 | +4.8% | 0.03% | +22.2% |
AMP | Buy | AMERIPRISE FINL INC | $65,811 | +21.8% | 215 | +24.3% | 0.03% | +17.9% |
ES | Buy | EVERSOURCE ENERGY | $64,590 | -5.8% | 825 | +0.9% | 0.03% | -8.3% |
PANW | Buy | PALO ALTO NETWORKS INC | $62,718 | +49.8% | 314 | +4.7% | 0.03% | +45.5% |
AWK | AMERICAN WTR WKS CO INC NEW | $63,577 | -3.9% | 434 | 0.0% | 0.03% | -8.6% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $63,872 | +139.3% | 916 | +128.4% | 0.03% | +128.6% |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $62,702 | +0.3% | 3,936 | +0.5% | 0.03% | -3.0% |
HUBS | Sell | HUBSPOT INC | $60,883 | +43.2% | 142 | -3.4% | 0.03% | +40.9% |
EEMV | Sell | ISHARES INCmsci emerg mrkt | $62,328 | -98.9% | 1,142 | -99.0% | 0.03% | -99.0% |
CSCO | Buy | CISCO SYS INC | $62,346 | +35.6% | 1,193 | +23.6% | 0.03% | +29.2% |
HON | Buy | HONEYWELL INTL INC | $58,523 | +2.4% | 306 | +14.6% | 0.03% | 0.0% |
VLUE | Sell | ISHARES TRmsci usa value | $58,495 | -92.4% | 632 | -92.5% | 0.03% | -92.6% |
PM | Buy | PHILIP MORRIS INTL INC | $58,524 | +16.9% | 602 | +21.6% | 0.03% | +15.4% |
SPSB | Buy | SPDR SER TRportfolio short | $58,490 | +170.2% | 1,974 | +167.8% | 0.03% | +172.7% |
ABT | Buy | ABBOTT LABS | $60,042 | +2.5% | 593 | +11.0% | 0.03% | -3.2% |
PKI | PERKINELMER INC | $59,967 | -5.0% | 450 | 0.0% | 0.03% | -9.1% | |
New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $56,723 | – | 1,258 | +100.0% | 0.03% | – | |
CWST | Sell | CASELLA WASTE SYS INCcl a | $56,457 | -4.8% | 683 | -8.7% | 0.03% | -9.7% |
MDT | Buy | MEDTRONIC PLC | $56,433 | +8.9% | 700 | +4.9% | 0.03% | +3.7% |
CBT | Buy | CABOT CORP | $54,971 | +15.2% | 717 | +0.4% | 0.03% | +12.0% |
IRDM | IRIDIUM COMMUNICATIONS INC | $53,879 | +20.5% | 870 | 0.0% | 0.03% | +12.5% | |
ALB | ALBEMARLE CORP | $53,644 | +1.9% | 243 | 0.0% | 0.03% | -3.6% | |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $52,825 | -12.1% | 1,097 | -18.0% | 0.03% | -15.6% |
HEIA | Sell | HEICO CORP NEWcl a | $53,345 | -46.9% | 393 | -53.1% | 0.03% | -49.1% |
TER | Buy | TERADYNE INC | $52,568 | +23.2% | 489 | +0.2% | 0.03% | +22.7% |
VEEV | Sell | VEEVA SYS INC | $54,218 | +7.7% | 295 | -5.4% | 0.03% | +3.8% |
NOW | Buy | SERVICENOW INC | $51,119 | +21.9% | 110 | +1.9% | 0.03% | +18.2% |
OKTA | Sell | OKTA INCcl a | $52,348 | +16.8% | 607 | -7.5% | 0.03% | +8.3% |
WDAY | Buy | WORKDAY INCcl a | $49,983 | +28.8% | 242 | +4.3% | 0.02% | +25.0% |
VLO | Buy | VALERO ENERGY CORP | $49,558 | +10.4% | 355 | +0.3% | 0.02% | +4.2% |
IEFA | Sell | ISHARES TRcore msci eafe | $48,156 | -93.6% | 720 | -94.1% | 0.02% | -93.9% |
DE | DEERE & CO | $46,655 | -3.7% | 113 | 0.0% | 0.02% | -4.0% | |
ENB | Buy | ENBRIDGE INC | $48,095 | -0.9% | 1,261 | +1.5% | 0.02% | -7.7% |
PRGO | Buy | PERRIGO CO PLC | $47,111 | +6.0% | 1,313 | +0.8% | 0.02% | +4.3% |
TT | Buy | TRANE TECHNOLOGIES PLC | $47,575 | +9.8% | 259 | +0.4% | 0.02% | +4.3% |
KEYS | KEYSIGHT TECHNOLOGIES INC | $47,152 | -5.6% | 292 | 0.0% | 0.02% | -7.7% | |
Buy | ATLASSIAN CORPORATIONcl a | $47,585 | +73.6% | 278 | +30.5% | 0.02% | +71.4% | |
TJX | Buy | TJX COS INC NEW | $48,409 | -1.2% | 618 | +0.5% | 0.02% | -7.7% |
SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $45,325 | +16.1% | 500 | -2.3% | 0.02% | +9.5% |
DUK | Buy | DUKE ENERGY CORP NEW | $45,686 | -0.6% | 474 | +6.3% | 0.02% | -4.2% |
ESGE | Buy | ISHARES INCesg awr msci em | $45,654 | +85.3% | 1,450 | +77.0% | 0.02% | +76.9% |
ED | Buy | CONSOLIDATED EDISON INC | $44,806 | +1.2% | 468 | +0.9% | 0.02% | 0.0% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $43,969 | -6.2% | 335 | +0.6% | 0.02% | -12.0% |
AEE | AMEREN CORP | $43,195 | -2.8% | 500 | 0.0% | 0.02% | -4.3% | |
ALL | ALLSTATE CORP | $44,171 | -18.3% | 399 | 0.0% | 0.02% | -21.4% | |
DRIV | Buy | GLOBAL X FDSautonmous ev etf | $41,373 | +33.8% | 1,735 | +11.4% | 0.02% | +31.2% |
MET | Buy | METLIFE INC | $41,702 | -19.7% | 720 | +0.4% | 0.02% | -22.2% |
NBTB | Buy | NBT BANCORP INC | $39,293 | -21.7% | 1,166 | +0.9% | 0.02% | -23.1% |
ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $38,853 | -33.8% | 114 | -44.9% | 0.02% | -35.5% |
HYDB | Buy | ISHARES TRhigh yld bd fctr | $40,536 | +3.7% | 907 | +1.1% | 0.02% | -4.8% |
MMM | Sell | 3M CO | $40,513 | -14.3% | 385 | -2.3% | 0.02% | -20.0% |
FDX | Buy | FEDEX CORP | $37,562 | +42.3% | 164 | +7.9% | 0.02% | +35.7% |
IAUM | Buy | ISHARES GOLD TRshares represent | $38,612 | +9.1% | 1,961 | +0.9% | 0.02% | 0.0% |
Buy | SCILEX HOLDING CO*w exp 11/10/202 | $37,800 | +3236.3% | 36,000 | +500.0% | 0.02% | +1800.0% | |
LIACF | New | AMERICAN LITHIUM CORP | $36,960 | – | 16,000 | +100.0% | 0.02% | – |
CURE | Buy | DIREXION SHS ETF TRhealthcare bul | $37,373 | -16.0% | 389 | +0.3% | 0.02% | -17.4% |
VAC | MARRIOTT VACATIONS WORLDWIDE | $38,165 | +0.2% | 283 | 0.0% | 0.02% | -5.0% | |
SWBI | Buy | SMITH & WESSON BRANDS INC | $38,380 | +42.9% | 3,118 | +0.7% | 0.02% | +35.7% |
JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $38,329 | – | 702 | +100.0% | 0.02% | – |
LOW | LOWES COS INC | $35,382 | +0.4% | 177 | 0.0% | 0.02% | -5.3% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $36,624 | +15.4% | 441 | +14.5% | 0.02% | +5.9% |
MSCI | Sell | MSCI INC | $36,196 | +11.8% | 65 | -7.1% | 0.02% | +5.9% |
VOO | Buy | VANGUARD INDEX FDS | $36,407 | +7.5% | 97 | +1.0% | 0.02% | 0.0% |
SBUX | Buy | STARBUCKS CORP | $36,130 | +22.0% | 347 | +16.4% | 0.02% | +12.5% |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $35,420 | +12.5% | 500 | 0.0% | 0.02% | +5.9% | |
GENERAL ELECTRIC CO | $34,825 | +14.2% | 364 | 0.0% | 0.02% | +12.5% | ||
GS | Sell | GOLDMAN SACHS GROUP INC | $34,038 | -9.3% | 104 | -4.6% | 0.02% | -15.0% |
CL | Buy | COLGATE PALMOLIVE CO | $33,501 | -4.1% | 446 | +0.7% | 0.02% | -5.6% |
XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $33,956 | – | 109 | +100.0% | 0.02% | – |
DHR | Sell | DANAHER CORPORATION | $32,768 | -9.1% | 130 | -4.4% | 0.02% | -10.5% |
AVXL | ANAVEX LIFE SCIENCES CORP | $34,280 | -7.5% | 4,000 | 0.0% | 0.02% | -10.5% | |
SAM | BOSTON BEER INCcl a | $33,527 | -0.2% | 102 | 0.0% | 0.02% | -5.6% | |
MGA | MAGNA INTL INC | $32,142 | -4.6% | 600 | 0.0% | 0.02% | -11.1% | |
WWW | Buy | WOLVERINE WORLD WIDE INC | $31,011 | +57.0% | 1,819 | +0.7% | 0.02% | +60.0% |
BSX | BOSTON SCIENTIFIC CORP | $31,569 | +8.1% | 631 | 0.0% | 0.02% | +6.7% | |
AMGN | Buy | AMGEN INC | $32,046 | +27.9% | 133 | +40.0% | 0.02% | +23.1% |
HSY | Buy | HERSHEY CO | $32,219 | +10.0% | 127 | +0.8% | 0.02% | +6.7% |
ICVT | Sell | ISHARES TRconv bd etf | $29,343 | -98.3% | 404 | -98.4% | 0.02% | -98.3% |
TGT | Buy | TARGET CORP | $29,726 | +12.4% | 179 | +1.1% | 0.02% | +7.1% |
ICLN | Sell | ISHARES TRgl clean ene etf | $30,154 | -86.8% | 1,524 | -86.8% | 0.02% | -87.5% |
VO | New | VANGUARD INDEX FDSmid cap etf | $29,216 | – | 139 | +100.0% | 0.02% | – |
PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $30,531 | – | 834 | +100.0% | 0.02% | – |
LIT | Buy | GLOBAL X FDSlithium btry etf | $30,260 | +23.5% | 476 | +13.9% | 0.02% | +15.4% |
IEF | Sell | ISHARES TR7-10 yr trsy bd | $29,322 | -7.1% | 296 | -10.3% | 0.02% | -11.8% |
RGR | Buy | STURM RUGER & CO INC | $29,928 | +14.4% | 521 | +0.8% | 0.02% | +7.1% |
DTM | Buy | DT MIDSTREAM INC | $29,420 | -10.6% | 596 | +0.2% | 0.02% | -11.8% |
SOXL | Buy | DIREXION SHS ETF TRdly scond 3xbu | $28,656 | +129.3% | 1,566 | +21.2% | 0.01% | +100.0% |
BP | Sell | BP PLCsponsored adr | $28,462 | +2.1% | 750 | -6.0% | 0.01% | -6.7% |
SYY | Buy | SYSCO CORP | $27,552 | +1.6% | 357 | +0.6% | 0.01% | 0.0% |
MIDU | Buy | DIREXION SHS ETF TRdly midcap etf3x | $26,992 | +5.4% | 728 | +0.3% | 0.01% | +7.7% |
CI | THE CIGNA GROUP | $26,956 | -22.6% | 105 | 0.0% | 0.01% | -22.2% | |
CLH | CLEAN HARBORS INC | $28,512 | +24.9% | 200 | 0.0% | 0.01% | +16.7% | |
SLV | ISHARES SILVER TRishares | $26,998 | +0.5% | 1,221 | 0.0% | 0.01% | 0.0% | |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $27,996 | +73.3% | 338 | +82.7% | 0.01% | +55.6% |
WARNER BROS DISCOVERY INC | $28,720 | +59.3% | 1,902 | 0.0% | 0.01% | +55.6% | ||
WFC | Buy | WELLS FARGO CO NEW | $28,012 | -2.1% | 749 | +8.1% | 0.01% | -6.7% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $27,809 | +12.6% | 143 | +0.7% | 0.01% | +7.7% |
IYF | Buy | ISHARES TRu.s. finls etf | $28,143 | -5.3% | 396 | +0.5% | 0.01% | -12.5% |
HSIC | HENRY SCHEIN INC | $28,621 | +2.1% | 351 | 0.0% | 0.01% | -6.7% | |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $27,092 | +7.2% | 133 | +0.8% | 0.01% | +7.7% |
PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $25,677 | – | 583 | +100.0% | 0.01% | – |
BX | BLACKSTONE INC | $24,859 | +18.4% | 283 | 0.0% | 0.01% | +18.2% | |
PFF | Sell | ISHARES TRpfd and incm sec | $25,399 | +1.4% | 814 | -0.7% | 0.01% | 0.0% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $25,385 | -3.3% | 279 | +1.1% | 0.01% | -7.1% |
OKE | ONEOK INC NEW | $25,035 | -3.3% | 394 | 0.0% | 0.01% | -7.1% | |
IJS | Sell | ISHARES TRsp smcp600vl etf | $23,944 | -14.4% | 256 | -16.3% | 0.01% | -20.0% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $24,011 | +11.3% | 525 | +0.4% | 0.01% | +9.1% |
CVS | Buy | CVS HEALTH CORP | $24,745 | -14.3% | 333 | +7.4% | 0.01% | -20.0% |
VRTX | VERTEX PHARMACEUTICALS INC | $23,315 | +9.1% | 74 | 0.0% | 0.01% | +9.1% | |
HIFS | HINGHAM INSTN SVGS MASS | $23,344 | -15.4% | 100 | 0.0% | 0.01% | -20.0% | |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $23,174 | -5.2% | 118 | +0.9% | 0.01% | -7.7% |
SIVR | ABRDN SILVER ETF TRUST | $23,110 | +0.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
OTIS | OTIS WORLDWIDE CORP | $22,226 | +8.1% | 263 | 0.0% | 0.01% | 0.0% | |
AMD | Sell | ADVANCED MICRO DEVICES INC | $22,086 | +17.0% | 225 | -22.7% | 0.01% | +10.0% |
HTGC | Buy | HERCULES CAPITAL INC | $22,016 | +0.5% | 1,708 | +3.1% | 0.01% | -8.3% |
ICFI | ICF INTL INC | $21,940 | +10.8% | 200 | 0.0% | 0.01% | +10.0% | |
PRU | Buy | PRUDENTIAL FINL INC | $21,720 | -16.5% | 263 | +0.4% | 0.01% | -21.4% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $22,080 | +65.9% | 471 | +61.3% | 0.01% | +57.1% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $21,713 | -3.5% | 321 | +0.6% | 0.01% | -8.3% |
IXN | Sell | ISHARES TRglobal tech etf | $19,596 | +14.0% | 360 | -6.0% | 0.01% | +11.1% |
U | Sell | UNITY SOFTWARE INC | $20,664 | +6.6% | 637 | -6.0% | 0.01% | 0.0% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $19,906 | -9.1% | 52 | -24.6% | 0.01% | -16.7% |
NEE | Buy | NEXTERA ENERGY INC | $19,248 | +27.2% | 250 | +38.1% | 0.01% | +25.0% |
AGZ | Buy | ISHARES TRagency bond etf | $19,841 | +2.2% | 183 | +0.5% | 0.01% | 0.0% |
SO | Buy | SOUTHERN CO | $19,524 | -1.5% | 281 | +1.1% | 0.01% | 0.0% |
UNH | UNITEDHEALTH GROUP INC | $20,723 | -10.8% | 44 | 0.0% | 0.01% | -16.7% | |
FLRN | Buy | SPDR SER TRbloomberg invt | $20,693 | +1.0% | 680 | +0.9% | 0.01% | -9.1% |
RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $16,936 | – | 90 | +100.0% | 0.01% | – |
GIS | Buy | GENERAL MLS INC | $18,241 | +2.6% | 213 | +0.5% | 0.01% | 0.0% |
ALLE | ALLEGION PLC | $17,931 | +1.4% | 168 | 0.0% | 0.01% | 0.0% | |
UNP | Buy | UNION PAC CORP | $18,179 | +65.6% | 90 | +69.8% | 0.01% | +50.0% |
TNA | DIREXION SHS ETF TRdly smcap bull3x | $17,210 | +1.8% | 534 | 0.0% | 0.01% | 0.0% | |
FIX | COMFORT SYS USA INC | $16,899 | +27.0% | 116 | 0.0% | 0.01% | +28.6% | |
SHYG | Sell | ISHARES TR0-5yr hi yl cp | $17,447 | -95.3% | 419 | -95.4% | 0.01% | -95.4% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $17,291 | -2.5% | 323 | -8.8% | 0.01% | 0.0% |
ALC | ALCON AG | $18,465 | +2.9% | 262 | 0.0% | 0.01% | 0.0% | |
AXON | AXON ENTERPRISE INC | $17,988 | +35.5% | 80 | 0.0% | 0.01% | +28.6% | |
SNA | Buy | SNAP ON INC | $17,354 | +192.1% | 70 | +169.2% | 0.01% | +200.0% |
PSA | Buy | PUBLIC STORAGE | $17,555 | +9.0% | 58 | +1.8% | 0.01% | +12.5% |
HOLX | HOLOGIC INC | $16,140 | +7.9% | 200 | 0.0% | 0.01% | 0.0% | |
CINF | CINCINNATI FINL CORP | $15,691 | +9.5% | 140 | 0.0% | 0.01% | 0.0% | |
XAR | Buy | SPDR SER TRaerospace def | $15,024 | +6.3% | 129 | +0.8% | 0.01% | +14.3% |
PSX | Buy | PHILLIPS 66 | $15,700 | +118.6% | 155 | +124.6% | 0.01% | +100.0% |
BLK | Buy | BLACKROCK INC | $16,810 | +82.5% | 25 | +92.3% | 0.01% | +60.0% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $15,462 | +1.2% | 385 | +0.5% | 0.01% | 0.0% |
RICK | RCI HOSPITALITY HLDGS INC | $15,634 | -16.1% | 200 | 0.0% | 0.01% | -20.0% | |
TQQQ | PROSHARES TRultrapro qqq | $14,934 | +63.6% | 528 | 0.0% | 0.01% | +60.0% | |
UYG | PROSHARES TRultra fncls new | $15,206 | -7.4% | 360 | 0.0% | 0.01% | -11.1% | |
ULTA | ULTA BEAUTY INC | $15,824 | +16.3% | 29 | 0.0% | 0.01% | +14.3% | |
IGSB | Sell | ISHARES TR | $13,374 | -55.5% | 265 | -56.1% | 0.01% | -56.2% |
LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $14,111 | +78.3% | 312 | +66.8% | 0.01% | +75.0% |
IWB | Buy | ISHARES TRrus 1000 etf | $13,063 | +29.3% | 58 | +20.8% | 0.01% | +40.0% |
NLOK | Buy | GEN DIGITAL INC | $14,327 | -19.3% | 835 | +0.7% | 0.01% | -22.2% |
USXF | Buy | ISHARES TResg msci usa etf | $13,266 | +41.0% | 401 | +30.6% | 0.01% | +40.0% |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $14,112 | +20.8% | 124 | 0.0% | 0.01% | +16.7% | |
HYXU | ISHARES INCintl high yield | $14,522 | +4.2% | 315 | 0.0% | 0.01% | 0.0% | |
HACK | Buy | ETF MANAGERS TRprime cybr scrty | $14,093 | +8.6% | 295 | +0.3% | 0.01% | 0.0% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $14,087 | -94.1% | 357 | -94.3% | 0.01% | -94.4% |
STAG | STAG INDL INC | $13,528 | +4.7% | 400 | 0.0% | 0.01% | 0.0% | |
LRCX | Sell | LAM RESEARCH CORP | $13,253 | -1.5% | 25 | -21.9% | 0.01% | 0.0% |
FHI | FEDERATED HERMES INCcl b | $12,893 | +10.6% | 321 | 0.0% | 0.01% | +16.7% | |
FLOT | Buy | ISHARES TRfltg rate nt etf | $13,309 | +1.0% | 264 | +0.8% | 0.01% | 0.0% |
IWM | Buy | ISHARES TRrussell 2000 etf | $14,737 | +64.5% | 83 | +62.7% | 0.01% | +40.0% |
Sell | SHELL PLCspon ads | $14,816 | -13.7% | 257 | -14.6% | 0.01% | -22.2% | |
SHV | Sell | ISHARES TRshort treas bd | $13,042 | -75.0% | 118 | -75.1% | 0.01% | -74.1% |
DOW | Buy | DOW INC | $14,668 | +105.6% | 268 | +88.7% | 0.01% | +75.0% |
RGLD | ROYAL GOLD INC | $13,386 | +15.4% | 103 | 0.0% | 0.01% | +16.7% | |
IQDF | New | FLEXSHARES TRintl qltdv idx | $12,851 | – | 582 | +100.0% | 0.01% | – |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $11,603 | -19.7% | 1,036 | +1.1% | 0.01% | -25.0% |
LWLG | LIGHTWAVE LOGIC INC | $10,983 | +21.3% | 2,100 | 0.0% | 0.01% | +20.0% | |
LULU | LULULEMON ATHLETICA INC | $12,018 | +13.7% | 33 | 0.0% | 0.01% | 0.0% | |
D | Buy | DOMINION ENERGY INC | $12,386 | -7.8% | 222 | +1.4% | 0.01% | -14.3% |
DAL | Buy | DELTA AIR LINES INC DEL | $11,054 | +35.3% | 317 | +27.3% | 0.01% | +50.0% |
EDIT | EDITAS MEDICINE INC | $11,839 | -18.3% | 1,633 | 0.0% | 0.01% | -25.0% | |
MS | Sell | MORGAN STANLEY | $11,597 | -15.7% | 132 | -18.5% | 0.01% | -14.3% |
VICR | VICOR CORP | $11,976 | -12.7% | 255 | 0.0% | 0.01% | -14.3% | |
VIAC | Buy | PARAMOUNT GLOBAL | $12,172 | +33.4% | 546 | +0.9% | 0.01% | +20.0% |
VHT | VANGUARD WORLD FDShealth car etf | $11,923 | -3.9% | 50 | 0.0% | 0.01% | -14.3% | |
IRBT | IROBOT CORP | $10,910 | -9.3% | 250 | 0.0% | 0.01% | 0.0% | |
DSI | Buy | ISHARES TRmsci kld400 soc | $12,718 | +13.2% | 163 | +3.8% | 0.01% | 0.0% |
DFS | Buy | DISCOVER FINL SVCS | $12,302 | +230.9% | 124 | +226.3% | 0.01% | +200.0% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $12,105 | +1.9% | 79 | +1.3% | 0.01% | 0.0% |
POLESTAR AUTOMOTIVE HLDG UKads a | $12,507 | -28.6% | 3,300 | 0.0% | 0.01% | -33.3% | ||
QDF | New | FLEXSHARES TRqualt divd idx | $12,471 | – | 229 | +100.0% | 0.01% | – |
FXI | ISHARES TRchina lg-cap etf | $11,838 | +4.3% | 401 | 0.0% | 0.01% | 0.0% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $12,794 | +30.8% | 200 | +19.8% | 0.01% | +20.0% |
HYGV | New | FLEXSHARES TRhig yld vl etf | $11,445 | – | 281 | +100.0% | 0.01% | – |
IAGG | ISHARES TRcore intl aggr | $11,829 | +2.9% | 242 | 0.0% | 0.01% | 0.0% | |
FE | FIRSTENERGY CORP | $12,018 | -4.5% | 300 | 0.0% | 0.01% | -14.3% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $11,471 | -2.9% | 166 | +1.2% | 0.01% | 0.0% |
IVE | Sell | ISHARES TRs&p 500 val etf | $11,820 | -71.4% | 78 | -72.6% | 0.01% | -72.7% |
XEL | XCEL ENERGY INC | $11,481 | -3.8% | 170 | 0.0% | 0.01% | 0.0% | |
DD | Buy | DUPONT DE NEMOURS INC | $10,647 | +150.1% | 148 | +138.7% | 0.01% | +150.0% |
CRM | Sell | SALESFORCE INC | $9,989 | -4.6% | 50 | -36.7% | 0.01% | -16.7% |
SPLK | SPLUNK INC | $9,588 | +11.4% | 100 | 0.0% | 0.01% | 0.0% | |
MGM | MGM RESORTS INTERNATIONAL | $9,063 | +32.5% | 204 | 0.0% | 0.01% | +25.0% | |
AJG | New | GALLAGHER ARTHUR J & CO | $9,212 | – | 48 | +100.0% | 0.01% | – |
IJK | ISHARES TRs&p mc 400gr etf | $9,258 | +5.0% | 129 | 0.0% | 0.01% | 0.0% | |
DTD | Buy | WISDOMTREE TRus total dividnd | $9,974 | +0.5% | 165 | +0.6% | 0.01% | 0.0% |
RWR | Buy | SPDR SER TRdj reit etf | $9,821 | +245425.0% | 111 | +100.0% | 0.01% | – |
GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $10,153 | +6.7% | 125 | 0.0% | 0.01% | 0.0% | |
NOK | Buy | NOKIA CORPsponsored adr | $10,609 | +5.8% | 2,161 | +0.0% | 0.01% | 0.0% |
PTC | PTC INC | $10,258 | +6.8% | 80 | 0.0% | 0.01% | 0.0% | |
PEGA | PEGASYSTEMS INC | $9,696 | +41.6% | 200 | 0.0% | 0.01% | +25.0% | |
New | GE HEALTHCARE TECHNOLOGIES I | $9,762 | – | 119 | +100.0% | 0.01% | – | |
CAT | Sell | CATERPILLAR INC | $10,755 | -15.3% | 47 | -11.3% | 0.01% | -28.6% |
RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $9,383 | -32.5% | 357 | -31.3% | 0.01% | -28.6% |
FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $10,205 | +28.6% | 122 | +22.0% | 0.01% | +25.0% |
BKNG | BOOKING HOLDINGS INC | $10,610 | +31.6% | 4 | 0.0% | 0.01% | +25.0% | |
VRSK | VERISK ANALYTICS INC | $9,863 | +8.9% | 51 | 0.0% | 0.01% | 0.0% | |
VMW | VMWARE INC | $9,988 | +1.7% | 80 | 0.0% | 0.01% | 0.0% | |
DVN | New | DEVON ENERGY CORP NEW | $10,122 | – | 200 | +100.0% | 0.01% | – |
DELL | Buy | DELL TECHNOLOGIES INCcl c | $7,629 | +0.3% | 190 | +0.5% | 0.00% | 0.0% |
VFC | Buy | V F CORP | $7,959 | -16.1% | 347 | +0.9% | 0.00% | -20.0% |
IEV | Buy | ISHARES TReurope etf | $7,409 | +14.3% | 148 | +3.5% | 0.00% | +33.3% |
DMXF | Buy | ISHARES TResg eafe etf | $7,936 | +33.9% | 133 | +22.0% | 0.00% | +33.3% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $7,376 | -98.6% | 74 | -98.6% | 0.00% | -98.6% |
PRTA | PROTHENA CORP PLC | $8,822 | -19.6% | 182 | 0.0% | 0.00% | -33.3% | |
STE | New | STERIS PLC | $8,821 | – | 46 | +100.0% | 0.00% | – |
TSCO | TRACTOR SUPPLY CO | $8,696 | +4.5% | 37 | 0.0% | 0.00% | 0.0% | |
TXN | TEXAS INSTRS INC | $7,068 | +12.6% | 38 | 0.0% | 0.00% | +33.3% | |
PNM | Buy | PNM RES INC | $8,379 | +0.5% | 172 | +0.6% | 0.00% | 0.0% |
ERII | ENERGY RECOVERY INC | $7,491 | +12.5% | 325 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $7,507 | +2.7% | 124 | 0.0% | 0.00% | 0.0% | |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $7,492 | -99.2% | 184 | -99.3% | 0.00% | -99.2% |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,817 | -12.3% | 85 | 0.0% | 0.00% | -20.0% | |
KYN | KAYNE ANDERSON ENERGY INFRST | $8,173 | +0.9% | 946 | 0.0% | 0.00% | 0.0% | |
ESGD | Buy | ISHARES TResg aw msci eafe | $8,677 | +74.2% | 121 | +59.2% | 0.00% | +33.3% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $7,954 | +2.4% | 55 | 0.0% | 0.00% | 0.0% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $7,730 | +9.6% | 500 | 0.0% | 0.00% | 0.0% | |
New | LINDE PLC | $8,886 | – | 25 | +100.0% | 0.00% | – | |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $7,404 | -98.0% | 112 | -98.0% | 0.00% | -97.9% |
AVGO | Sell | BROADCOM INC | $8,762 | -15.6% | 14 | -26.3% | 0.00% | -20.0% |
HST | HOST HOTELS & RESORTS INC | $7,173 | +2.7% | 435 | 0.0% | 0.00% | 0.0% | |
BJ | BJS WHSL CLUB HLDGS INC | $7,227 | +15.0% | 95 | 0.0% | 0.00% | +33.3% | |
ESML | Buy | ISHARES TResg aware msci | $6,931 | +23.9% | 204 | +20.0% | 0.00% | 0.0% |
PLD | New | PROLOGIS INC. | $6,536 | – | 52 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO | $5,710 | -3.5% | 223 | 0.0% | 0.00% | 0.0% | |
NYT | NEW YORK TIMES COcl a | $5,682 | +20.1% | 146 | 0.0% | 0.00% | +50.0% | |
PKG | PACKAGING CORP AMER | $6,247 | +8.5% | 45 | 0.0% | 0.00% | 0.0% | |
OPK | OPKO HEALTH INC | $4,960 | +16.8% | 3,397 | 0.0% | 0.00% | +50.0% | |
RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $5,608 | +3.3% | 50 | 0.0% | 0.00% | 0.0% | |
WDC | WESTERN DIGITAL CORP. | $6,505 | +19.4% | 173 | 0.0% | 0.00% | 0.0% | |
IUSV | ISHARES TRcore s&p us vlu | $5,123 | +5.0% | 69 | 0.0% | 0.00% | 0.0% | |
XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $6,619 | – | 145 | +100.0% | 0.00% | – |
RCL | ROYAL CARIBBEAN GROUP | $6,530 | +32.1% | 100 | 0.0% | 0.00% | 0.0% | |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $5,337 | +13.8% | 19 | 0.0% | 0.00% | +50.0% | |
WEC | WEC ENERGY GROUP INC | $6,161 | +1.1% | 65 | 0.0% | 0.00% | 0.0% | |
AMPH | AMPHASTAR PHARMACEUTICALS IN | $5,625 | +33.8% | 150 | 0.0% | 0.00% | +50.0% | |
BLOK | AMPLIFY ETF TRblockchain ldr | $5,321 | +28.0% | 275 | 0.0% | 0.00% | +50.0% | |
BCE | BCE INC | $6,271 | +1.9% | 140 | 0.0% | 0.00% | 0.0% | |
SSYS | STRATASYS LTD | $5,240 | +39.4% | 317 | 0.0% | 0.00% | +50.0% | |
PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $5,044 | – | 263 | +100.0% | 0.00% | – |
IHI | Sell | ISHARES TRu.s. med dvc etf | $5,118 | -7.1% | 95 | -9.5% | 0.00% | 0.0% |
GRMN | GARMIN LTD | $6,055 | +9.4% | 60 | 0.0% | 0.00% | 0.0% | |
USB | New | US BANCORP DEL | $6,129 | – | 170 | +100.0% | 0.00% | – |
MPV | BARINGS PARTN INVSsh ben int | $6,411 | +4.1% | 500 | 0.0% | 0.00% | 0.0% | |
GOLD | Buy | BARRICK GOLD CORP | $5,236 | +8.7% | 282 | +0.7% | 0.00% | 0.0% |
BDX | BECTON DICKINSON & CO | $5,941 | -2.7% | 24 | 0.0% | 0.00% | 0.0% | |
SQ | Sell | BLOCK INCcl a | $6,865 | +4.0% | 100 | -4.8% | 0.00% | 0.0% |
CB | CHUBB LIMITED | $5,437 | -12.0% | 28 | 0.0% | 0.00% | 0.0% | |
SIRI | SIRIUS XM HOLDINGS INC | $5,260 | -32.0% | 1,325 | 0.0% | 0.00% | -25.0% | |
KEY | Buy | KEYCORP | $6,589 | -26.8% | 526 | +1.7% | 0.00% | -40.0% |
FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $6,870 | – | 180 | +100.0% | 0.00% | – |
KMB | KIMBERLY-CLARK CORP | $6,174 | -1.1% | 46 | 0.0% | 0.00% | 0.0% | |
BROOKFIELD CORPcl a ltd vt sh | $5,711 | +3.6% | 175 | 0.0% | 0.00% | 0.0% | ||
CCL | Buy | CARNIVAL CORP | $5,278 | +102.1% | 520 | +60.5% | 0.00% | +200.0% |
SPTS | Buy | SPDR SER TRportfolio sh tsr | $6,182 | +1.5% | 212 | +0.5% | 0.00% | 0.0% |
CRNC | CERENCE INC | $6,152 | +51.6% | 219 | 0.0% | 0.00% | +50.0% | |
EL | LAUDER ESTEE COS INCcl a | $5,354 | -0.4% | 22 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $6,579 | +3.7% | 140 | 0.0% | 0.00% | 0.0% | |
MRO | MARATHON OIL CORP | $6,685 | -11.5% | 279 | 0.0% | 0.00% | -25.0% | |
CCI | Buy | CROWN CASTLE INC | $6,638 | +249.6% | 50 | +257.1% | 0.00% | +200.0% |
DNP | New | DNP SELECT INCOME FD INC | $5,867 | – | 532 | +100.0% | 0.00% | – |
PICB | New | INVESCO EXCH TRADED FD TR IIintl corp bd | $4,283 | – | 197 | +100.0% | 0.00% | – |
PIE | New | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $4,257 | – | 230 | +100.0% | 0.00% | – |
PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $4,908 | – | 92 | +100.0% | 0.00% | – |
ICE | INTERCONTINENTAL EXCHANGE IN | $4,391 | +2.1% | 42 | 0.0% | 0.00% | 0.0% | |
ITW | Buy | ILLINOIS TOOL WKS INC | $4,626 | +40.0% | 19 | +26.7% | 0.00% | 0.0% |
H | HYATT HOTELS CORP | $3,598 | +23.6% | 32 | 0.0% | 0.00% | 0.0% | |
IUSG | ISHARES TRcore s&p us gwt | $4,054 | +9.3% | 46 | 0.0% | 0.00% | 0.0% | |
HRL | Buy | HORMEL FOODS CORP | $3,589 | +71.3% | 90 | +95.7% | 0.00% | +100.0% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $4,358 | -14.2% | 42 | -16.0% | 0.00% | -33.3% |
GRWG | GROWGENERATION CORP | $4,532 | -12.7% | 1,325 | 0.0% | 0.00% | -33.3% | |
USIG | ISHARES TRusd inv grde etf | $3,850 | +3.8% | 76 | 0.0% | 0.00% | 0.0% | |
GEM | GOLDMAN SACHS ETF TRactivebeta eme | $2,977 | +5.2% | 100 | 0.0% | 0.00% | +100.0% | |
IAI | ISHARES TRus br del se etf | $3,600 | -4.2% | 39 | 0.0% | 0.00% | 0.0% | |
GILD | Buy | GILEAD SCIENCES INC | $3,558 | +163.4% | 43 | +168.8% | 0.00% | +100.0% |
SKOR | New | FLEXSHARES TRcr scd us bd | $4,221 | – | 89 | +100.0% | 0.00% | – |
BNDC | New | FLEXSHARES TRcre slct bd fd | $4,035 | – | 179 | +100.0% | 0.00% | – |
FEN | FIRST TR ENERGY INCOME & GRO | $3,894 | -8.5% | 300 | 0.0% | 0.00% | 0.0% | |
FIS | FIDELITY NATL INFORMATION SV | $3,151 | -19.9% | 58 | 0.0% | 0.00% | 0.0% | |
KMI | Buy | KINDER MORGAN INC DEL | $4,809 | -2.4% | 275 | +1.1% | 0.00% | -33.3% |
EHC | ENCOMPASS HEALTH CORP | $3,679 | -9.5% | 68 | 0.0% | 0.00% | 0.0% | |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $4,230 | -16.4% | 1,202 | +1.2% | 0.00% | -33.3% |
MU | Buy | MICRON TECHNOLOGY INC | $4,284 | +119.8% | 71 | +82.1% | 0.00% | +100.0% |
NFLX | Sell | NETFLIX INC | $4,837 | -43.4% | 14 | -51.7% | 0.00% | -60.0% |
JPS | New | NUVEEN PFD & INCOME SECS FD | $4,164 | – | 645 | +100.0% | 0.00% | – |
DFEN | New | DIREXION SHS ETF TRdly aerospc 3x | $4,051 | – | 194 | +100.0% | 0.00% | – |
FAS | DIREXION SHS ETF TRdly fin bull new | $4,322 | -21.3% | 75 | 0.0% | 0.00% | -33.3% | |
DIGITAL WORLD ACQUISITION CO | $3,010 | -6.3% | 214 | 0.0% | 0.00% | 0.0% | ||
DVA | DAVITA INC | $3,244 | +8.6% | 40 | 0.0% | 0.00% | 0.0% | |
PLNT | PLANET FITNESS INCcl a | $3,884 | -1.4% | 50 | 0.0% | 0.00% | 0.0% | |
DGX | QUEST DIAGNOSTICS INC | $3,113 | -9.6% | 22 | 0.0% | 0.00% | 0.0% | |
CAG | CONAGRA BRANDS INC | $3,005 | -2.9% | 80 | 0.0% | 0.00% | 0.0% | |
CHWY | CHEWY INCcl a | $3,738 | +0.8% | 100 | 0.0% | 0.00% | 0.0% | |
SPTM | SPDR SER TRportfoli s&p1500 | $3,396 | +7.0% | 67 | 0.0% | 0.00% | 0.0% | |
MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $4,076 | +5.0% | 60 | +1.7% | 0.00% | 0.0% |
TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $4,103 | +2.5% | 100 | 0.0% | 0.00% | 0.0% | |
SLB | Buy | SCHLUMBERGER LTD | $4,468 | -3.9% | 91 | +4.6% | 0.00% | 0.0% |
SCHP | SCHWAB STRATEGIC TRus tips etf | $3,984 | +3.5% | 74 | 0.0% | 0.00% | 0.0% | |
XLK | SELECT SECTOR SPDR TRtechnology | $4,652 | +21.6% | 31 | 0.0% | 0.00% | 0.0% | |
SVC | SERVICE PPTYS TR | $3,546 | +36.6% | 356 | 0.0% | 0.00% | +100.0% | |
TTGT | TECHTARGET INC | $3,648 | -18.0% | 101 | 0.0% | 0.00% | 0.0% | |
TGTX | TG THERAPEUTICS INC | $3,008 | +27.1% | 200 | 0.0% | 0.00% | +100.0% | |
VTR | Buy | VENTAS INC | $3,202 | +228.1% | 74 | +236.4% | 0.00% | +100.0% |
AMT | AMERICAN TOWER CORP NEW | $4,904 | -3.6% | 24 | 0.0% | 0.00% | -33.3% | |
AOUT | AMERICAN OUTDOOR BRANDS INC | $4,812 | -1.8% | 489 | 0.0% | 0.00% | -33.3% | |
Buy | EA SERIES TRUSTstrive us energy | $3,067 | -4.5% | 110 | +0.9% | 0.00% | 0.0% | |
W | WAYFAIR INCcl a | $4,293 | +4.4% | 125 | 0.0% | 0.00% | 0.0% | |
WEN | WENDYS CO | $4,356 | -3.8% | 200 | 0.0% | 0.00% | 0.0% | |
WY | Buy | WEYERHAEUSER CO MTN BE | $4,235 | +1.3% | 141 | +4.4% | 0.00% | 0.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,854 | -54.2% | 10 | -60.0% | 0.00% | -50.0% |
WW | WW INTL INC | $4,120 | +6.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
ZTS | ZOETIS INCcl a | $3,874 | +13.8% | 23 | 0.0% | 0.00% | 0.0% | |
ABOS | New | ACUMEN PHARMACEUTICALS INC | $3,833 | – | 944 | +100.0% | 0.00% | – |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $4,600 | +9.9% | 342 | 0.0% | 0.00% | 0.0% | |
AGNC | AGNC INVT CORP | $4,627 | -2.6% | 459 | 0.0% | 0.00% | -33.3% | |
NXPI | Buy | NXP SEMICONDUCTORS N V | $4,570 | +152.3% | 25 | +127.3% | 0.00% | +100.0% |
LW | LAMB WESTON HLDGS INC | $2,718 | +17.0% | 26 | 0.0% | 0.00% | 0.0% | |
ENVIVA INC | $1,155 | -45.5% | 40 | 0.0% | 0.00% | 0.0% | ||
TLRY | TILRAY BRANDS INC | $1,500 | -6.0% | 593 | 0.0% | 0.00% | 0.0% | |
TM | Sell | TOYOTA MOTOR CORPads | $2,395 | -46.7% | 17 | -48.5% | 0.00% | -50.0% |
IXUS | Sell | ISHARES TRcore msci total | $1,112 | -91.8% | 18 | -92.3% | 0.00% | -85.7% |
CLDX | CELLDEX THERAPEUTICS INC NEW | $1,655 | -19.3% | 46 | 0.0% | 0.00% | 0.0% | |
KR | KROGER CO | $1,728 | +10.8% | 35 | 0.0% | 0.00% | 0.0% | |
CRI | CARTERS INC | $2,832 | -2.6% | 39 | 0.0% | 0.00% | -50.0% | |
New | CRANE HLDGS CO | $2,384 | – | 21 | +100.0% | 0.00% | – | |
CAL | Buy | CALERES INC | $2,221 | -2.6% | 103 | +1.0% | 0.00% | 0.0% |
BROOKFIELD ASSET MANAGMT LTD | $1,407 | +14.1% | 43 | 0.0% | 0.00% | 0.0% | ||
UAA | UNDER ARMOUR INCcl a | $2,240 | -6.6% | 236 | 0.0% | 0.00% | 0.0% | |
Sell | DRAFTKINGS INC NEW | $1,162 | -93.2% | 60 | -96.0% | 0.00% | -88.9% | |
UL | Sell | UNILEVER PLCspon adr new | $1,099 | -71.6% | 21 | -72.7% | 0.00% | -50.0% |
GNRC | GENERAC HLDGS INC | $1,404 | +7.3% | 13 | 0.0% | 0.00% | 0.0% | |
SAN | Sell | BANCO SANTANDER S.A.adr | $1,794 | -29.0% | 486 | -43.2% | 0.00% | 0.0% |
KTB | KONTOOR BRANDS INC | $1,242 | +21.6% | 26 | 0.0% | 0.00% | 0.0% | |
UNIT | UNITI GROUP INC | $1,012 | -35.8% | 285 | 0.0% | 0.00% | 0.0% | |
Sell | GSK PLCsponsored adr | $2,217 | -35.4% | 62 | -36.7% | 0.00% | -50.0% | |
UPST | UPSTART HLDGS INC | $1,430 | +20.2% | 90 | 0.0% | 0.00% | 0.0% | |
AIQ | GLOBAL X FDSartificial etf | $2,090 | +22.3% | 85 | 0.0% | 0.00% | 0.0% | |
PHG | KONINKLIJKE PHILIPS N V | $2,587 | +22.4% | 141 | 0.0% | 0.00% | 0.0% | |
EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $1,234 | +5.7% | 49 | +2.1% | 0.00% | 0.0% |
GOGO | New | GOGO INC | $1,653 | – | 114 | +100.0% | 0.00% | – |
DLTR | DOLLAR TREE INC | $2,584 | +1.5% | 18 | 0.0% | 0.00% | 0.0% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $1,296 | +3.6% | 53 | 0.0% | 0.00% | 0.0% | |
EW | Sell | EDWARDS LIFESCIENCES CORP | $993 | -44.6% | 12 | -50.0% | 0.00% | 0.0% |
DPST | New | DIREXION SHS ETF TRdaily rgnal bull | $2,713 | – | 352 | +100.0% | 0.00% | – |
GLW | CORNING INC | $2,575 | +10.4% | 73 | 0.0% | 0.00% | 0.0% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,745 | -1.9% | 43 | 0.0% | 0.00% | 0.0% | |
WOOF | PETCO HEALTH & WELLNESS CO I | $1,620 | -5.0% | 180 | 0.0% | 0.00% | 0.0% | |
SMG | SCOTTS MIRACLE-GRO COcl a | $1,416 | +43.6% | 20 | 0.0% | 0.00% | 0.0% | |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $2,510 | -44.7% | 36 | -46.3% | 0.00% | -50.0% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,600 | -59.0% | 24 | -63.1% | 0.00% | -50.0% |
HF SINCLAIR CORP | $1,064 | -6.8% | 22 | 0.0% | 0.00% | 0.0% | ||
CUE | CUE BIOPHARMA INC | $1,785 | +25.3% | 500 | 0.0% | 0.00% | 0.0% | |
KDP | KEURIG DR PEPPER INC | $1,617 | -0.5% | 46 | 0.0% | 0.00% | 0.0% | |
HAL | Buy | HALLIBURTON CO | $2,083 | -19.2% | 66 | +1.5% | 0.00% | 0.0% |
QURE | UNIQURE NV | $1,088 | -11.1% | 54 | 0.0% | 0.00% | 0.0% | |
HAS | New | HASBRO INC | $1,074 | – | 20 | +100.0% | 0.00% | – |
OXY | OCCIDENTAL PETE CORP | $2,809 | -0.9% | 45 | 0.0% | 0.00% | 0.0% | |
ABB | Sell | ABB LTDsponsored adr | $1,544 | -69.1% | 45 | -72.6% | 0.00% | -66.7% |
STLA | STELLANTIS N.V | $1,844 | +28.1% | 101 | 0.0% | 0.00% | 0.0% | |
MCRB | SERES THERAPEUTICS INC | $1,361 | +1.3% | 240 | 0.0% | 0.00% | 0.0% | |
OGN | Buy | ORGANON & CO | $2,299 | -15.4% | 98 | +1.0% | 0.00% | 0.0% |
RACE | FERRARI N V | $1,626 | +26.5% | 6 | 0.0% | 0.00% | 0.0% | |
EXCELERATE ENERGY INC | $1,218 | -11.6% | 55 | 0.0% | 0.00% | 0.0% | ||
HTZZW | HERTZ GLOBAL HLDGS INC*w exp 06/30/205 | $2,353 | +19.1% | 265 | 0.0% | 0.00% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $2,861 | +16.0% | 28 | 0.0% | 0.00% | 0.0% | |
IYE | Sell | ISHARES TRu.s. energy etf | $1,082 | -96.9% | 25 | -96.7% | 0.00% | -94.4% |
VTRS | Buy | VIATRIS INC | $2,106 | -12.9% | 219 | +0.9% | 0.00% | 0.0% |
PLUG | PLUG POWER INC | $1,172 | -5.3% | 100 | 0.0% | 0.00% | 0.0% | |
BHF | BRIGHTHOUSE FINL INC | $2,911 | -14.0% | 66 | 0.0% | 0.00% | -50.0% | |
BWA | New | BORGWARNER INC | $2,799 | – | 57 | +100.0% | 0.00% | – |
HXL | HEXCEL CORP NEW | $1,416 | +16.2% | 21 | 0.0% | 0.00% | 0.0% | |
CWEN | Buy | CLEARWAY ENERGY INCcl c | $1,563 | -0.4% | 50 | +2.0% | 0.00% | 0.0% |
ACI | ALBERTSONS COS INC | $2,764 | +0.2% | 133 | 0.0% | 0.00% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC | $1,416 | +29.4% | 12 | 0.0% | 0.00% | 0.0% | |
WAB | WABTEC | $2,789 | +1.4% | 28 | 0.0% | 0.00% | 0.0% | |
AKAM | AKAMAI TECHNOLOGIES INC | $1,958 | -7.1% | 25 | 0.0% | 0.00% | 0.0% | |
JBLU | JETBLUE AWYS CORP | $1,492 | +12.3% | 205 | 0.0% | 0.00% | 0.0% | |
IRM | IRON MTN INC DEL | $1,905 | +6.1% | 36 | 0.0% | 0.00% | 0.0% | |
AVAV | AEROVIRONMENT INC | $1,192 | +7.0% | 13 | 0.0% | 0.00% | 0.0% | |
ARKG | ARK ETF TRgenomic rev etf | $1,985 | +6.5% | 66 | 0.0% | 0.00% | 0.0% | |
HWM | HOWMET AEROSPACE INC | $1,271 | +7.5% | 30 | 0.0% | 0.00% | 0.0% | |
WNEB | Buy | WESTERN NEW ENG BANCORP INC | $1,872 | -12.6% | 228 | +0.9% | 0.00% | 0.0% |
WU | WESTERN UN CO | $1,115 | -19.0% | 100 | 0.0% | 0.00% | 0.0% | |
J P MORGAN EXCHANGE TRADED F | $2,025 | +3.6% | 48 | 0.0% | 0.00% | 0.0% | ||
IR | INGERSOLL RAND INC | $2,269 | +11.3% | 39 | 0.0% | 0.00% | 0.0% | |
WHR | WHIRLPOOL CORP | $2,508 | -6.7% | 19 | 0.0% | 0.00% | 0.0% | |
HII | HUNTINGTON INGALLS INDS INC | $2,361 | -10.2% | 11 | 0.0% | 0.00% | 0.0% | |
AEG | AEGON N V | $2,318 | -14.7% | 539 | 0.0% | 0.00% | 0.0% | |
IONS | IONIS PHARMACEUTICALS INC | $1,072 | -5.4% | 30 | 0.0% | 0.00% | 0.0% | |
SNOW | SNOWFLAKE INCcl a | $1,080 | +7.5% | 7 | 0.0% | 0.00% | 0.0% | |
JOBY AVIATION INC | $1,614 | +29.5% | 372 | 0.0% | 0.00% | 0.0% | ||
PINS | PINTEREST INCcl a | $1,009 | +12.4% | 37 | 0.0% | 0.00% | – | |
GUNR | New | FLEXSHARES TRmornstar upstr | $2,495 | – | 59 | +100.0% | 0.00% | – |
USHY | Sell | ISHARES TRbroad usd high | $1,344 | -94.9% | 38 | -95.1% | 0.00% | -92.9% |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $2,326 | – | 18 | +100.0% | 0.00% | – |
TDTT | New | FLEXSHARES TRiboxx 3r targt | $1,088 | – | 45 | +100.0% | 0.00% | – |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $2,215 | -16.2% | 30 | -23.1% | 0.00% | 0.0% |
GQRE | New | FLEXSHARES TRglb qlt r/e idx | $1,166 | – | 22 | +100.0% | 0.00% | – |
NFRA | New | FLEXSHARES TRstoxx globr inf | $1,351 | – | 26 | +100.0% | 0.00% | – |
ALKS | ALKERMES PLC | $2,819 | +7.9% | 100 | 0.0% | 0.00% | 0.0% | |
SWK | STANLEY BLACK & DECKER INC | $2,758 | +8.3% | 34 | 0.0% | 0.00% | 0.0% | |
CWENA | Buy | CLEARWAY ENERGY INCcl a | $1,526 | +1.7% | 51 | +2.0% | 0.00% | 0.0% |
APTV | APTIV PLC | $1,122 | +20.5% | 10 | 0.0% | 0.00% | – | |
IQLT | ISHARES TRmsci intl qualty | $2,572 | +9.0% | 73 | 0.0% | 0.00% | 0.0% | |
LUMN | LUMEN TECHNOLOGIES INC | $2,340 | -49.2% | 883 | 0.0% | 0.00% | -50.0% | |
HELE | HELEN OF TROY LTD | $2,950 | -14.2% | 31 | 0.0% | 0.00% | -50.0% | |
MKC | MCCORMICK & CO INC | $1,664 | +0.4% | 20 | 0.0% | 0.00% | 0.0% | |
IMAX | New | IMAX CORP | $1,880 | – | 98 | +100.0% | 0.00% | – |
SYF | SYNCHRONY FINANCIAL | $2,879 | -11.5% | 99 | 0.0% | 0.00% | -50.0% | |
MTLS | MATERIALISE NVsponsored ads | $2,490 | -5.7% | 300 | 0.0% | 0.00% | 0.0% | |
BERKSHIRE GREY INC | $1,380 | +128.5% | 1,000 | 0.0% | 0.00% | – | ||
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,229 | -4.0% | 20 | 0.0% | 0.00% | 0.0% | |
QCOM | QUALCOMM INC | $1,021 | +16.0% | 8 | 0.0% | 0.00% | – | |
NEM | NEWMONT CORP | $1,868 | +4.8% | 38 | 0.0% | 0.00% | 0.0% | |
OHI | OMEGA HEALTHCARE INVS INC | $2,741 | -1.9% | 100 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC | $2,150 | +9.5% | 83 | 0.0% | 0.00% | 0.0% | |
CC | CHEMOURS CO | $1,265 | -1.9% | 42 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC | $2,399 | -16.0% | 155 | 0.0% | 0.00% | -50.0% | ||
NKE | NIKE INCcl b | $2,453 | +4.8% | 20 | 0.0% | 0.00% | 0.0% | |
FIDU | FIDELITY COVINGTON TRUSTmsci indl indx | $2,881 | +4.7% | 54 | 0.0% | 0.00% | 0.0% | |
MYGN | MYRIAD GENETICS INC | $1,394 | +60.0% | 60 | 0.0% | 0.00% | – | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,239 | -3.0% | 140 | 0.0% | 0.00% | 0.0% | |
CHX | CHAMPIONX CORPORATION | $2,849 | -6.4% | 105 | 0.0% | 0.00% | -50.0% | |
MULLEN AUTOMOTIVE INC | $1,313 | -54.1% | 10,000 | 0.0% | 0.00% | -50.0% | ||
PYPL | Sell | PAYPAL HLDGS INC | $2,202 | -18.6% | 29 | -23.7% | 0.00% | 0.0% |
HTZZ | HERTZ GLOBAL HLDGS INC | $668 | +5.9% | 41 | 0.0% | 0.00% | – | |
PROSHARES TRultrapro sht qqq | $59 | -45.4% | 2 | 0.0% | 0.00% | – | ||
SDOW | PROSHARES TRultrashrt dow 30 | $184 | -2.6% | 7 | 0.0% | 0.00% | – | |
MED | MEDIFAST INC | $224 | -8.6% | 2 | 0.0% | 0.00% | – | |
QS | QUANTUMSCAPE CORP | $980 | +44.3% | 120 | 0.0% | 0.00% | – | |
RUBY | Exit | RUBIUS THERAPEUTICS INC | $0 | – | -100 | -100.0% | 0.00% | – |
QRTEA | QURATE RETAIL INC | $49 | -40.2% | 50 | 0.0% | 0.00% | – | |
EMBECTA CORP | $112 | +10.9% | 4 | 0.0% | 0.00% | – | ||
ENHABIT INC | $473 | +5.8% | 34 | 0.0% | 0.00% | – | ||
REZI | RESIDEO TECHNOLOGIES INC | $91 | +11.0% | 5 | 0.0% | 0.00% | – | |
RBBN | RIBBON COMMUNICATIONS INC | $684 | +22.6% | 200 | 0.0% | 0.00% | – | |
RAD | RITE AID CORP | $112 | -32.9% | 50 | 0.0% | 0.00% | – | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $549 | +30.4% | 4 | 0.0% | 0.00% | – | |
ENLC | ENLINK MIDSTREAM LLC | $217 | -11.8% | 20 | 0.0% | 0.00% | – | |
EQNR | EQUINOR ASAsponsored adr | $227 | -20.6% | 8 | 0.0% | 0.00% | – | |
CRSR | CORSAIR GAMING INC | $18 | +28.6% | 1 | 0.0% | 0.00% | – | |
EVGO | EVGO INC | $351 | +74.6% | 45 | 0.0% | 0.00% | – | |
SPLB | Buy | SPDR SER TRportfolio ln cor | $3 | 0.0% | 0 | +100.0% | 0.00% | – |
LL | LL FLOORING HOLDINGS INC | $114 | -32.5% | 30 | 0.0% | 0.00% | – | |
LUCID GROUP INC | $129 | +18.3% | 16 | 0.0% | 0.00% | – | ||
LIND | LINDBLAD EXPEDITIONS HLDGS I | $325 | +24.0% | 34 | 0.0% | 0.00% | – | |
VLDR | Exit | VELODYNE LIDAR INC | $0 | – | -230 | -100.0% | 0.00% | – |
CHPT | CHARGEPOINT HOLDINGS INC | $893 | +9.8% | 85 | 0.0% | 0.00% | – | |
LE | LANDS END INC NEW | $39 | +30.0% | 4 | 0.0% | 0.00% | – | |
KYNDRYL HLDGS INC | $900 | +32.7% | 61 | 0.0% | 0.00% | – | ||
KOPN | KOPIN CORP | $665 | -12.0% | 610 | 0.0% | 0.00% | – | |
SFE | SAFEGUARD SCIENTIFICS INC | $28 | -44.0% | 16 | 0.0% | 0.00% | – | |
BROOKFIELD BUSINESS CORPcl a exc sub vtg | $20 | +5.3% | 1 | 0.0% | 0.00% | – | ||
IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -11 | -100.0% | 0.00% | – |
BWEN | BROADWIND INC | $96 | +113.3% | 25 | 0.0% | 0.00% | – | |
SE | SEA LTDsponsord ads | $346 | +66.3% | 4 | 0.0% | 0.00% | – | |
K | KELLOGG CO | $961 | -5.2% | 14 | 0.0% | 0.00% | -100.0% | |
KPTI | KARYOPHARM THERAPEUTICS INC | $973 | +14.5% | 250 | 0.0% | 0.00% | – | |
BLNK | BLINK CHARGING CO | $216 | -21.2% | 25 | 0.0% | 0.00% | – | |
REET | ISHARES TRglobal reit etf | $693 | +1.8% | 30 | 0.0% | 0.00% | – | |
SUN | SUNOCO LP/SUNOCO FIN CORP | $569 | +3.6% | 13 | 0.0% | 0.00% | – | |
SYLVAMO CORP | $93 | -4.1% | 2 | 0.0% | 0.00% | – | ||
BB | BLACKBERRY LTD | $543 | +39.9% | 119 | 0.0% | 0.00% | – | |
BBBY | Sell | BED BATH & BEYOND INC | $1 | -97.1% | 2 | -85.7% | 0.00% | – |
TPR | TAPESTRY INC | $647 | +13.3% | 15 | 0.0% | 0.00% | – | |
XT | Sell | ISHARES TRexponential tech | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
TELL | TELLURIAN INC NEW | $369 | -26.8% | 300 | 0.0% | 0.00% | – | |
TDC | TERADATA CORP DEL | $161 | +19.3% | 4 | 0.0% | 0.00% | – | |
BAX | BAXTER INTL INC | $523 | -19.9% | 13 | 0.0% | 0.00% | – | |
TEX | TEREX CORP NEW | $532 | +13.2% | 11 | 0.0% | 0.00% | – | |
RAVI | New | FLEXSHARES TRflexshares ultra | $524 | – | 7 | +100.0% | 0.00% | – |
FREQ | FREQUENCY THERAPEUTICS INC | $35 | -87.0% | 70 | 0.0% | 0.00% | – | |
Exit | THERMOGENESIS HLDGS INC | $0 | – | -6 | -100.0% | 0.00% | – | |
GEO | GEO GROUP INC NEW | $810 | -27.9% | 103 | 0.0% | 0.00% | -100.0% | |
DDD | 3-D SYS CORP DEL | $182 | +44.4% | 17 | 0.0% | 0.00% | – | |
BK | BANK NEW YORK MELLON CORP | $659 | -0.2% | 15 | 0.0% | 0.00% | – | |
TNL | TRAVEL PLUS LEISURE CO | $392 | +7.7% | 10 | 0.0% | 0.00% | – | |
T2 BIOSYSTEMS INC | $14 | -68.2% | 31 | 0.0% | 0.00% | – | ||
TUP | TUPPERWARE BRANDS CORP | $78 | -39.1% | 31 | 0.0% | 0.00% | – | |
DALT | TWO RDS SHARED TRanfield diversif | $878 | -0.5% | 105 | 0.0% | 0.00% | – | |
GME | Sell | GAMESTOP CORP NEWcl a | $23 | -79.3% | 1 | -83.3% | 0.00% | – |
GTX | GARRETT MOTION INC | $23 | 0.0% | 3 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INCcl c | $759 | -4.4% | 89 | 0.0% | 0.00% | – | |
GNW | GENWORTH FINL INC | $201 | -5.2% | 40 | 0.0% | 0.00% | – | |
BLDP | BALLARD PWR SYS INC NEW | $462 | +16.1% | 83 | 0.0% | 0.00% | – | |
ITA | ISHARES TRus aer def etf | $921 | +2.9% | 8 | 0.0% | 0.00% | – | |
GT | GOODYEAR TIRE & RUBR CO | $397 | +8.8% | 36 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $181 | +1.1% | 36 | 0.0% | 0.00% | – | |
CAR | AVIS BUDGET GROUP | $974 | +18.8% | 5 | 0.0% | 0.00% | – | |
AVNW | AVIAT NETWORKS INC | $69 | +11.3% | 2 | 0.0% | 0.00% | – | |
VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $404 | -91.8% | 4 | -91.7% | 0.00% | -100.0% |
ACWX | ISHARES TRmsci acwi ex us | $341 | +6.9% | 7 | 0.0% | 0.00% | – | |
Sell | HALEON PLCspon ads | $619 | -36.6% | 76 | -37.7% | 0.00% | -100.0% | |
AMYLYX PHARMACEUTICALS INC | $968 | -20.6% | 33 | 0.0% | 0.00% | -100.0% | ||
AMKR | AMKOR TECHNOLOGY INC | $520 | +8.3% | 20 | 0.0% | 0.00% | – | |
Exit | SONO GROUP N V | $0 | – | -40 | -100.0% | 0.00% | – | |
AMH | AMERICAN HOMES 4 RENTcl a | $409 | +4.3% | 13 | 0.0% | 0.00% | – | |
AAL | AMERICAN AIRLS GROUP INC | $443 | +16.0% | 30 | 0.0% | 0.00% | – | |
WTER | ALKALINE WTR CO INC | $80 | -8.0% | 500 | 0.0% | 0.00% | – | |
AA | ALCOA CORP | $213 | -6.2% | 5 | 0.0% | 0.00% | – | |
VSTO | VISTA OUTDOOR INC | $166 | +13.7% | 6 | 0.0% | 0.00% | – | |
VJET | VOXELJET AGads | $4 | -20.0% | 2 | 0.0% | 0.00% | – | |
IYR | ISHARES TRu.s. real es etf | $536 | +1.3% | 6 | 0.0% | 0.00% | – | |
ABNB | AIRBNB INC | $871 | +45.4% | 7 | 0.0% | 0.00% | – | |
WPRT | WESTPORT FUEL SYSTEMS INC | $131 | +22.4% | 138 | 0.0% | 0.00% | – | |
WKHS | WORKHORSE GROUP INC | $410 | -12.4% | 308 | 0.0% | 0.00% | – | |
WH | WYNDHAM HOTELS & RESORTS INC | $679 | -4.8% | 10 | 0.0% | 0.00% | – | |
IEP | ICAHN ENTERPRISES LPdepositary unit | $627 | +2.1% | 12 | 0.0% | 0.00% | – | |
AUY | YAMANA GOLD INC | $439 | +5.5% | 75 | 0.0% | 0.00% | – | |
CGC | Exit | CANOPY GROWTH CORP | $0 | – | -12 | -100.0% | 0.00% | – |
ZOM | ZOMEDICA CORP | $318 | +29.8% | 1,500 | 0.0% | 0.00% | – | |
ADNT | ADIENT PLC | $213 | +18.3% | 5 | 0.0% | 0.00% | – | |
IXG | ISHARES TRglobal finls etf | $621 | -1.9% | 9 | 0.0% | 0.00% | – | |
BIOHAVEN LTD | $574 | -1.5% | 42 | 0.0% | 0.00% | – | ||
BBU | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $38 | +11.8% | 2 | 0.0% | 0.00% | – | |
BROOKFIELD REINS LTDcl a exch lt vtg | $33 | +3.1% | 1 | 0.0% | 0.00% | – | ||
IVZ | INVESCO LTD | $394 | -8.8% | 24 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION BLIZZARD INC | $514 | +12.0% | 6 | 0.0% | 0.00% | – | |
PNR | PENTAIR PLC | $55 | +22.2% | 1 | 0.0% | 0.00% | – | |
INVH | INVITATION HOMES INC | $406 | +5.5% | 13 | 0.0% | 0.00% | – | |
IART | INTEGRA LIFESCIENCES HLDGS C | $976 | +2.4% | 17 | 0.0% | 0.00% | -100.0% | |
IP | INTERNATIONAL PAPER CO | $974 | +4.2% | 27 | 0.0% | 0.00% | – | |
SLVP | ISHARES INCmsci glb slv&mtl | $630 | +9.0% | 55 | 0.0% | 0.00% | – | |
LILIUM N V | $82 | -43.1% | 126 | 0.0% | 0.00% | – | ||
PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
IQ | Sell | IQIYI INCsponsored ads | $29 | -50.0% | 4 | -63.6% | 0.00% | – |
DOCU | Exit | DOCUSIGN INC | $0 | – | -4 | -100.0% | 0.00% | – |
UBOT | DIREXION SHS ETF TRdaily robotics | $820 | +49.6% | 46 | 0.0% | 0.00% | – | |
DIREXION SHS ETF TRdly s&p oil gas | $361 | +2.8% | 25 | 0.0% | 0.00% | – | ||
OLLI | OLLIES BARGAIN OUTLET HLDGS | $637 | +23.7% | 11 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $164 | -0.6% | 4 | 0.0% | 0.00% | – | |
FVE | Exit | ALERISLIFE INC | $0 | – | -35 | -100.0% | 0.00% | – |
ONVO | ORGANOVO HLDGS INC | $368 | +55.3% | 168 | 0.0% | 0.00% | – | |
Buy | ORION OFFICE REIT INC | $811 | +149.5% | 121 | +218.4% | 0.00% | – | |
OUST | New | OUSTER INC | $157 | – | 188 | +100.0% | 0.00% | – |
PCG | PG&E CORP | $517 | -0.6% | 32 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $433 | -2.0% | 6 | 0.0% | 0.00% | – | |
OAS | CHORD ENERGY CORPORATION | $135 | -1.5% | 1 | 0.0% | 0.00% | – | |
PTON | PELOTON INTERACTIVE INC | $862 | +43.0% | 76 | 0.0% | 0.00% | – | |
NAVB | NAVIDEA BIOPHARMACEUTICALS I | $13 | +18.2% | 50 | 0.0% | 0.00% | – | |
NIO | NIO INCspon ads | $347 | +7.8% | 33 | 0.0% | 0.00% | – | |
PMCBD | PHARMACYTE BIOTECH INC | $681 | -0.7% | 234 | 0.0% | 0.00% | – | |
WOPEY | Exit | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | -14 | -100.0% | 0.00% | – |
NCR | NCR CORP NEW | $94 | 0.0% | 4 | 0.0% | 0.00% | – | |
ITERUM THERAPEUTICS PLC | $120 | +18.8% | 120 | 0.0% | 0.00% | – | ||
NVT | NVENT ELECTRIC PLC | $43 | +13.2% | 1 | 0.0% | 0.00% | – | |
IMGN | IMMUNOGEN INC | $384 | -22.6% | 100 | 0.0% | 0.00% | – | |
BBVA | Exit | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $0 | – | -208 | -100.0% | -0.00% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -20 | -100.0% | -0.00% | – |
CSX | Exit | CSX CORP | $0 | – | -44 | -100.0% | -0.00% | – |
ING | Exit | ING GROEP N.V.sponsored adr | $0 | – | -119 | -100.0% | -0.00% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -24 | -100.0% | -0.00% | – |
UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -54 | -100.0% | -0.00% | – |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -5 | -100.0% | -0.00% | – |
BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -39 | -100.0% | -0.00% | – |
JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -24 | -100.0% | -0.00% | – |
Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -312 | -100.0% | -0.00% | – | |
RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -37 | -100.0% | -0.00% | – |
TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -42 | -100.0% | -0.00% | – |
SYK | Exit | STRYKER CORPORATION | $0 | – | -9 | -100.0% | -0.00% | – |
HES | Exit | HESS CORP | $0 | – | -24 | -100.0% | -0.00% | – |
INTU | Exit | INTUIT | $0 | – | -10 | -100.0% | -0.00% | – |
IGE | Exit | ISHARES TRnorth amern nat | $0 | – | -105 | -100.0% | -0.00% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -36 | -100.0% | -0.00% | – |
FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -108 | -100.0% | -0.00% | – |
ASML | Exit | ASML HOLDING N V | $0 | – | -10 | -100.0% | -0.00% | – |
Exit | HEALTHCARE RLTY TR | $0 | – | -275 | -100.0% | -0.00% | – | |
EELV | Exit | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $0 | – | -255 | -100.0% | -0.00% | – |
LIN | Exit | LINDE PLC | $0 | – | -25 | -100.0% | -0.00% | – |
SRNE | Exit | SORRENTO THERAPEUTICS INC | $0 | – | -14,515 | -100.0% | -0.01% | – |
CMDY | Exit | ISHARES U S ETF TRbloomberg roll | $0 | – | -1,988 | -100.0% | -0.06% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -1,897 | -100.0% | -0.08% | – |
HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -3,305 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 22 | Q2 2024 | 42.4% |
ISHARES TR | 22 | Q2 2024 | 22.6% |
ISHARES TR | 22 | Q2 2024 | 20.2% |
SHERWIN WILLIAMS CO | 22 | Q2 2024 | 2.8% |
ISHARES TR | 22 | Q2 2024 | 9.6% |
FIDELITY COVINGTON TRUST | 22 | Q2 2024 | 9.9% |
SPDR GOLD TRUST | 22 | Q2 2024 | 13.1% |
APPLE INC | 22 | Q2 2024 | 1.6% |
ISHARES TR | 22 | Q2 2024 | 3.7% |
ISHARES TR | 22 | Q2 2024 | 3.7% |
View Kelly Financial Services LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-16 |
13F-HR | 2024-08-12 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-17 |
View Kelly Financial Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.