$134 Thousand is the total value of HAZLETT, BURT & WATSON, INC.'s 6016 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 32.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $8,429 | +0.3% | 119,072 | +3.0% | 6.28% | +0.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $6,845 | +11.3% | 19,066 | +14.4% | 5.10% | +11.1% |
| MSFT | Buy | MICROSOFT CORP | $4,632 | -5.3% | 14,665 | +2.2% | 3.45% | -5.4% |
| AMZN | Buy | AMAZON COM INC | $3,237 | +0.3% | 25,407 | +2.7% | 2.41% | +0.2% |
| DVY | Buy | ISHARES TRselect divid etf | $2,372 | -4.4% | 22,016 | +0.3% | 1.77% | -4.5% |
| DGRO | Buy | ISHARES TRcore div grwth | $2,231 | -1.5% | 45,035 | +2.4% | 1.66% | -1.7% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $2,204 | -12.5% | 45,595 | +2.3% | 1.64% | -12.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,085 | +4.0% | 5,948 | +1.1% | 1.55% | +3.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,803 | +50.9% | 11,596 | +57.2% | 1.34% | +50.7% |
| HD | Buy | HOME DEPOT INC | $1,696 | -2.2% | 5,617 | +0.5% | 1.26% | -2.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,651 | +0.5% | 3,976 | +7.1% | 1.23% | +0.4% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $1,576 | -1.4% | 15,522 | +0.7% | 1.17% | -1.6% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,213 | +249.6% | 22,691 | +257.6% | 0.90% | +249.0% |
| HSY | Buy | HERSHEY CO | $1,052 | -19.0% | 5,258 | +1.1% | 0.78% | -19.1% |
| V | Buy | VISA INC | $1,045 | -1.3% | 4,554 | +2.3% | 0.78% | -1.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $995 | +9.7% | 7,635 | +1.1% | 0.74% | +9.5% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $916 | +442.0% | 18,529 | +426.7% | 0.68% | +442.1% |
| CVX | Buy | CHEVRON CORP NEW | $886 | +8.6% | 5,250 | +0.9% | 0.66% | +8.4% |
| AMGN | Buy | AMGEN INC | $874 | +28.9% | 3,252 | +6.4% | 0.65% | +28.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $867 | +9.9% | 6,581 | +0.9% | 0.65% | +9.7% |
| UNP | Buy | UNION PAC CORP | $851 | +3.0% | 4,189 | +3.7% | 0.63% | +2.9% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $781 | +265.0% | 12,297 | +286.0% | 0.58% | +263.8% |
| ABBV | Buy | ABBVIE INC | $769 | +13.4% | 5,154 | +2.3% | 0.57% | +13.2% |
| NVDA | Buy | NVIDIA CORPORATION | $738 | +11.5% | 1,694 | +8.9% | 0.55% | +11.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $716 | -0.8% | 7,095 | +5.3% | 0.53% | -0.9% |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $715 | – | 9,427 | +100.0% | 0.53% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $695 | +5.1% | 1,230 | +0.4% | 0.52% | +5.1% |
| PFE | Buy | PFIZER INC | $679 | -6.0% | 20,435 | +3.7% | 0.51% | -6.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $672 | +24.0% | 9,610 | +28.8% | 0.50% | +24.0% |
| AVGO | Buy | BROADCOM INC | $660 | -0.3% | 794 | +4.2% | 0.49% | -0.4% |
| ADBE | Buy | ADOBE INC | $658 | +7.3% | 1,290 | +2.6% | 0.49% | +7.2% |
| DIS | Buy | DISNEY WALT CO | $628 | -6.5% | 7,827 | +4.2% | 0.47% | -6.6% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $624 | -0.3% | 7,007 | +6.5% | 0.46% | -0.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $596 | +23.7% | 1,395 | +28.1% | 0.44% | +23.3% |
| CRM | Buy | SALESFORCE INC | $570 | +9.8% | 2,827 | +14.9% | 0.42% | +9.8% |
| DE | Buy | DEERE &CO | $566 | -6.1% | 1,495 | +0.3% | 0.42% | -6.2% |
| ORCL | Buy | ORACLE CORP | $556 | -11.3% | 5,254 | +0.0% | 0.41% | -11.5% |
| CSCO | Buy | CISCO SYS INC | $551 | +5.4% | 10,208 | +1.0% | 0.41% | +5.4% |
| CALF | Buy | PACER FDS TRpacer us small | $514 | +1411.8% | 12,295 | +1363.7% | 0.38% | +1432.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $503 | +13.8% | 5,540 | +103.2% | 0.38% | +13.6% |
| AMAT | Buy | APPLIED MATLS INC | $491 | -3.2% | 3,534 | +0.6% | 0.37% | -3.2% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $488 | +35.2% | 1,837 | +39.5% | 0.36% | +35.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $489 | -8.9% | 8,443 | +0.0% | 0.36% | -9.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $482 | +26.2% | 3,948 | +30.0% | 0.36% | +26.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $464 | -0.9% | 3,614 | +2.1% | 0.35% | -0.9% |
| FLQM | Buy | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $455 | +671.2% | 10,584 | +705.5% | 0.34% | +670.5% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $449 | -5.5% | 1,097 | +6.8% | 0.34% | -5.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $450 | +7.9% | 891 | +2.8% | 0.34% | +7.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $444 | +29.1% | 1,759 | +35.6% | 0.33% | +28.8% |
| TSLA | Buy | TESLA INC | $439 | +3.3% | 1,739 | +6.2% | 0.33% | +3.2% |
| ASML | Buy | ASML HOLDING N V | $427 | -13.7% | 724 | +5.8% | 0.32% | -13.8% |
| HON | Buy | HONEYWELL INTL INC | $423 | -9.2% | 2,281 | +1.3% | 0.32% | -9.5% |
| LLY | Buy | ELI LILLY &CO | $419 | +44.5% | 779 | +25.6% | 0.31% | +44.4% |
| TROW | Buy | PRICE T ROWE GROUP INC | $401 | -5.9% | 3,833 | +0.0% | 0.30% | -6.0% |
| COP | Buy | CONOCOPHILLIPS | $383 | +15.7% | 3,198 | +0.1% | 0.28% | +15.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $378 | +47.7% | 5,527 | +51.1% | 0.28% | +47.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $370 | +28.0% | 3,212 | +35.8% | 0.28% | +27.8% |
| CZA | Buy | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $369 | +1.4% | 4,338 | +6.3% | 0.28% | +1.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $368 | +101.1% | 2,425 | +108.5% | 0.27% | +100.0% |
| ABT | Buy | ABBOTT LABS | $336 | -10.2% | 3,474 | +1.1% | 0.25% | -10.4% |
| BLK | Buy | BLACKROCK INC | $327 | +2.8% | 504 | +9.6% | 0.24% | +3.0% |
| UL | Buy | UNILEVER PLCspon adr new | $318 | -4.5% | 6,425 | +0.5% | 0.24% | -4.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $315 | +45.8% | 4,908 | +53.2% | 0.24% | +46.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $308 | +17.1% | 5,237 | +25.3% | 0.23% | +17.3% |
| GLD | Buy | SPDR GOLD TR | $306 | +17.7% | 1,785 | +22.6% | 0.23% | +17.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $303 | +10.2% | 1,263 | +1.0% | 0.23% | +10.2% |
| FB | Buy | META PLATFORMS INCcl a | $301 | +40.0% | 992 | +31.6% | 0.22% | +40.0% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $300 | +191.3% | 7,565 | +196.7% | 0.22% | +190.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $295 | +1.4% | 4,044 | +4.3% | 0.22% | +1.4% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $294 | -3.3% | 4,411 | +0.2% | 0.22% | -3.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $287 | +7.1% | 6,482 | +0.7% | 0.21% | +7.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $286 | +11.7% | 2,077 | +15.3% | 0.21% | +11.5% |
| PSX | Buy | PHILLIPS 66 | $284 | +28.5% | 2,359 | +2.6% | 0.21% | +28.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $278 | +11.2% | 3,866 | +16.5% | 0.21% | +10.7% |
| WMT | Buy | WALMART INC | $274 | +5.0% | 1,702 | +2.5% | 0.20% | +4.6% |
| LOW | Buy | LOWES COS INC | $271 | -9.4% | 1,320 | +0.5% | 0.20% | -9.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $270 | -3.9% | 1,695 | +0.2% | 0.20% | -4.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $270 | +20.5% | 1,751 | +26.3% | 0.20% | +20.4% |
| EMR | Buy | EMERSON ELEC CO | $268 | +6.8% | 2,787 | +1.0% | 0.20% | +7.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $263 | -3.3% | 1,238 | +0.3% | 0.20% | -3.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $262 | -7.1% | 4,438 | +3.0% | 0.20% | -7.1% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $253 | -4.5% | 2,488 | +0.1% | 0.19% | -4.5% |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $254 | – | 5,047 | +100.0% | 0.19% | – |
| NSC | Buy | NORFOLK SOUTHN CORP | $250 | -11.7% | 1,258 | +0.7% | 0.19% | -11.8% |
| DEO | Buy | DIAGEO PLCspon adr new | $249 | -14.1% | 1,685 | +0.6% | 0.19% | -13.9% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $248 | +23.4% | 1,266 | +28.1% | 0.18% | +23.3% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $245 | +4.3% | 1,084 | +8.9% | 0.18% | +4.6% |
| APD | Buy | AIR PRODS &CHEMS INC | $242 | -2.8% | 854 | +3.6% | 0.18% | -3.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $233 | -3.3% | 986 | +0.1% | 0.17% | -3.3% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $223 | +14.4% | 2,440 | +20.3% | 0.17% | +13.7% |
| VOO | Buy | VANGUARD INDEX FDS | $220 | +101.8% | 559 | +107.0% | 0.16% | +102.5% |
| GILD | Buy | GILEAD SCIENCES INC | $217 | -1.4% | 2,900 | +1.2% | 0.16% | -1.2% |
| IGM | Buy | ISHARES TRexpnd tec sc etf | $215 | +437.5% | 560 | +460.0% | 0.16% | +433.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $209 | +2.0% | 2,058 | +0.9% | 0.16% | +2.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $201 | +1.5% | 737 | +5.3% | 0.15% | +1.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $189 | +130.5% | 3,890 | +136.3% | 0.14% | +131.1% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $187 | +28.1% | 2,707 | +0.3% | 0.14% | +27.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $181 | +7.1% | 3,084 | +21.6% | 0.14% | +7.1% |
| PANW | Buy | PALO ALTO NETWORKS INC | $180 | -4.8% | 772 | +4.7% | 0.13% | -5.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $180 | +26.8% | 1,722 | +32.9% | 0.13% | +26.4% |
| CHK | Buy | CHESAPEAKE ENERGY CORP | $175 | +2.3% | 2,041 | +0.1% | 0.13% | +1.6% |
| MET | Buy | METLIFE INC | $168 | +9.1% | 2,685 | +0.3% | 0.12% | +8.7% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $166 | -4.6% | 848 | +0.2% | 0.12% | -4.6% |
| PRU | Buy | PRUDENTIAL FINL INC | $166 | +8.5% | 1,744 | +0.3% | 0.12% | +8.8% |
| AZO | Buy | AUTOZONE INC | $166 | +4.4% | 65 | +1.6% | 0.12% | +4.2% |
| T | Buy | AT&T INC | $160 | -4.2% | 10,598 | +1.9% | 0.12% | -4.8% |
| Buy | GENERAL ELECTRIC CO | $160 | +1.9% | 1,448 | +1.4% | 0.12% | +1.7% | |
| MCD | Buy | MCDONALDS CORP | $157 | -10.8% | 597 | +1.9% | 0.12% | -10.7% |
| EFV | Buy | ISHARES TReafe value etf | $152 | +108.2% | 3,080 | +111.1% | 0.11% | +109.3% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $151 | +4.1% | 2,748 | +7.8% | 0.11% | +4.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $150 | -0.7% | 1,680 | +14.8% | 0.11% | -0.9% |
| CB | Buy | CHUBB LIMITED | $149 | +81.7% | 713 | +65.0% | 0.11% | +82.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $146 | +1.4% | 906 | +6.5% | 0.11% | +1.9% |
| USMV | Buy | ISHARES TRmsci usa min vol | $145 | -1.4% | 2,005 | +0.8% | 0.11% | -1.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $145 | +4.3% | 1,636 | +5.8% | 0.11% | +3.8% |
| SYY | Buy | SYSCO CORP | $139 | -10.3% | 2,111 | +1.1% | 0.10% | -10.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $137 | -4.2% | 1,477 | +0.1% | 0.10% | -4.7% |
| PMAR | Buy | INNOVATOR ETFS TRus eqty pwr buf | $134 | +24.1% | 3,990 | +25.1% | 0.10% | +23.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $134 | +3.9% | 436 | +5.1% | 0.10% | +4.2% |
| Buy | INNOVATOR ETFS TRladerd alctn pwr | $134 | +793.3% | 3,548 | +787.0% | 0.10% | +809.1% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $133 | +30.4% | 1,289 | +42.1% | 0.10% | +30.3% |
| NEE | Buy | NEXTERA ENERGY INC | $128 | -13.5% | 2,258 | +13.1% | 0.10% | -13.6% |
| ABC | Buy | CENCORA INC | $127 | +60.8% | 707 | +73.3% | 0.10% | +61.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $125 | +155.1% | 293 | +166.4% | 0.09% | +151.4% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $124 | +4033.3% | 3,694 | +4245.9% | 0.09% | +4500.0% |
| SWK | Buy | STANLEY BLACK &DECKER INC | $123 | -10.2% | 1,479 | +0.6% | 0.09% | -9.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $122 | +8.0% | 2,339 | +12.2% | 0.09% | +8.3% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $120 | -16.1% | 2,180 | +0.3% | 0.09% | -16.8% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $114 | -4.2% | 2,026 | +0.0% | 0.08% | -4.5% |
| WTRG | Buy | ESSENTIAL UTILS INC | $102 | -10.5% | 2,977 | +4.1% | 0.08% | -10.6% |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $101 | – | 1,207 | +100.0% | 0.08% | – |
| DLR | Buy | DIGITAL RLTY TR INC | $100 | +9.9% | 824 | +1.7% | 0.08% | +10.3% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $101 | – | 3,257 | +100.0% | 0.08% | – | |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $96 | – | 1,958 | +100.0% | 0.07% | – |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $96 | +74.5% | 3,856 | +98.9% | 0.07% | +75.6% |
| NFLX | Buy | NETFLIX INC | $94 | -10.5% | 245 | +2.1% | 0.07% | -10.3% |
| IXUS | Buy | ISHARES TRcore msci total | $93 | +4.5% | 1,540 | +8.1% | 0.07% | +4.5% |
| SAP | Buy | SAP SEspon adr | $92 | -3.2% | 710 | +2.5% | 0.07% | -2.8% |
| UBER | Buy | UBER TECHNOLOGIES INC | $92 | +8.2% | 1,987 | +2.2% | 0.07% | +9.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $91 | +133.3% | 1,203 | +131.8% | 0.07% | +134.5% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $91 | +75.0% | 1,328 | +83.2% | 0.07% | +74.4% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $90 | -10.9% | 1,134 | +0.1% | 0.07% | -10.7% |
| SLB | Buy | SCHLUMBERGER LTD | $90 | +36.4% | 1,522 | +12.8% | 0.07% | +36.7% |
| BDX | Buy | BECTON DICKINSON &CO | $88 | +3.5% | 339 | +3.7% | 0.07% | +4.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $88 | +104.7% | 1,018 | +126.7% | 0.07% | +106.2% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $87 | -6.5% | 510 | +0.2% | 0.06% | -5.8% |
| PAYX | Buy | PAYCHEX INC | $87 | +8.8% | 747 | +4.5% | 0.06% | +8.3% |
| PH | Buy | PARKER-HANNIFIN CORP | $87 | +3.6% | 225 | +3.7% | 0.06% | +3.2% |
| Buy | INNOVATOR ETFS TRladdered alc bfr | $86 | +11.7% | 3,360 | +14.5% | 0.06% | +12.3% | |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $86 | -1.1% | 1,262 | +0.2% | 0.06% | -1.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $85 | -1.2% | 460 | +8.0% | 0.06% | -1.6% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $85 | +7.6% | 2,310 | +13.7% | 0.06% | +6.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $85 | +21.4% | 384 | +17.1% | 0.06% | +21.2% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $80 | 0.0% | 2,391 | +1.1% | 0.06% | 0.0% |
| ENB | Buy | ENBRIDGE INC | $81 | -9.0% | 2,440 | +0.5% | 0.06% | -9.1% |
| UGI | Buy | UGI CORP NEW | $79 | -14.1% | 3,416 | +0.4% | 0.06% | -14.5% |
| SLV | Buy | ISHARES SILVER TRishares | $75 | +23.0% | 3,664 | +26.8% | 0.06% | +21.7% |
| MDT | Buy | MEDTRONIC PLC | $74 | -7.5% | 941 | +5.7% | 0.06% | -8.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $70 | +45.8% | 783 | +31.2% | 0.05% | +44.4% |
| ADI | Buy | ANALOG DEVICES INC | $68 | +1.5% | 388 | +12.5% | 0.05% | +2.0% |
| SBUX | Buy | STARBUCKS CORP | $68 | -2.9% | 745 | +7.2% | 0.05% | -1.9% |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $68 | – | 1,728 | +100.0% | 0.05% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $66 | +407.7% | 374 | +458.2% | 0.05% | +390.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $64 | +146.2% | 1,710 | +165.1% | 0.05% | +152.6% |
| New | FORTREA HLDGS INC | $63 | – | 2,234 | +100.0% | 0.05% | – | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $63 | +800.0% | 218 | +938.1% | 0.05% | +840.0% |
| TXN | Buy | TEXAS INSTRS INC | $60 | -4.8% | 376 | +7.4% | 0.04% | -4.3% |
| SYK | Buy | STRYKER CORPORATION | $61 | -4.7% | 224 | +7.2% | 0.04% | -6.2% |
| VLO | Buy | VALERO ENERGY CORP | $57 | +21.3% | 408 | +0.2% | 0.04% | +20.0% |
| Buy | GSK PLCsponsored adr | $56 | +9.8% | 1,521 | +7.0% | 0.04% | +10.5% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $55 | +14.6% | 413 | +21.1% | 0.04% | +13.9% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $55 | -1.8% | 239 | +6.7% | 0.04% | -2.4% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $55 | 0.0% | 1,245 | +3.6% | 0.04% | 0.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $54 | -1.8% | 1,312 | +0.1% | 0.04% | -2.4% |
| SNY | Buy | SANOFIsponsored adr | $54 | +3.8% | 995 | +3.1% | 0.04% | +2.6% |
| DVN | Buy | DEVON ENERGY CORP NEW | $53 | +15.2% | 1,125 | +15.7% | 0.04% | +14.7% |
| CCI | New | CROWN CASTLE INC | $51 | – | 554 | +100.0% | 0.04% | – |
| ETN | Buy | EATON CORP PLC | $51 | +18.6% | 235 | +9.3% | 0.04% | +18.8% |
| EA | Buy | ELECTRONIC ARTS INC | $49 | -5.8% | 404 | +0.2% | 0.04% | -5.1% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $49 | 0.0% | 822 | +4.7% | 0.04% | 0.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $46 | +475.0% | 424 | +532.8% | 0.03% | +466.7% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $45 | -8.2% | 7,660 | +0.0% | 0.03% | -8.1% |
| IDRV | Buy | ISHARES TRself drivng ev | $46 | +2.2% | 1,246 | +14.9% | 0.03% | 0.0% |
| PXD | Buy | PIONEER NAT RES CO | $43 | +10.3% | 192 | +0.5% | 0.03% | +10.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $43 | 0.0% | 304 | +5.2% | 0.03% | 0.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $41 | +7.9% | 104 | +3.0% | 0.03% | +10.7% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $42 | 0.0% | 1,403 | +401.1% | 0.03% | 0.0% |
| QUAL | New | ISHARES TRmsci usa qlt fct | $40 | – | 306 | +100.0% | 0.03% | – |
| GPN | Buy | GLOBAL PMTS INC | $38 | +15.2% | 334 | +0.3% | 0.03% | +12.0% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $36 | – | 369 | +100.0% | 0.03% | – |
| ANET | Buy | ARISTA NETWORKS INC | $36 | +28.6% | 195 | +13.4% | 0.03% | +28.6% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $33 | 0.0% | 1,147 | +0.8% | 0.02% | 0.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $34 | -2.9% | 312 | +1.6% | 0.02% | -3.8% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $33 | +22.2% | 506 | +7.4% | 0.02% | +25.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $32 | +3.2% | 569 | +0.5% | 0.02% | +4.3% |
| IRBO | New | ISHARES TRrobotics artif | $31 | – | 1,030 | +100.0% | 0.02% | – |
| HAL | Buy | HALLIBURTON CO | $31 | +34.8% | 737 | +7.4% | 0.02% | +35.3% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $31 | -16.2% | 453 | +0.2% | 0.02% | -17.9% | |
| AIQ | New | GLOBAL X FDSartificial etf | $31 | – | 1,165 | +100.0% | 0.02% | – |
| ALB | Buy | ALBEMARLE CORP | $30 | -21.1% | 180 | +5.9% | 0.02% | -21.4% |
| KR | Buy | KROGER CO | $29 | +383.3% | 637 | +430.8% | 0.02% | +450.0% |
| ZTS | Buy | ZOETIS INCcl a | $30 | +3.4% | 167 | +3.7% | 0.02% | 0.0% |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $28 | – | 392 | +100.0% | 0.02% | – |
| TSCO | Buy | TRACTOR SUPPLY CO | $28 | 0.0% | 141 | +11.9% | 0.02% | 0.0% |
| DAL | Buy | DELTA AIR LINES INC DEL | $26 | -21.2% | 707 | +0.1% | 0.02% | -24.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $26 | +271.4% | 1,856 | +271.2% | 0.02% | +280.0% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $23 | +4.5% | 1,757 | +37.9% | 0.02% | +6.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $23 | -8.0% | 261 | +10.6% | 0.02% | -10.5% |
| GLW | Buy | CORNING INC | $21 | +200.0% | 677 | +238.5% | 0.02% | +220.0% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $22 | 0.0% | 269 | +0.4% | 0.02% | 0.0% |
| EQIX | Buy | EQUINIX INC | $22 | 0.0% | 30 | +3.4% | 0.02% | 0.0% |
| PMAY | Buy | INNOVATOR ETFS TRus eqty pwr buf | $21 | +23.5% | 705 | +24.8% | 0.02% | +23.1% |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $21 | – | 450 | +100.0% | 0.02% | – | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $20 | +300.0% | 836 | +294.3% | 0.02% | +275.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $20 | +42.9% | 354 | +41.0% | 0.02% | +50.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $20 | 0.0% | 116 | +16.0% | 0.02% | 0.0% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $20 | -4.8% | 251 | +0.4% | 0.02% | -6.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $19 | +216.7% | 44 | +214.3% | 0.01% | +250.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $19 | -5.0% | 232 | +0.4% | 0.01% | -6.7% |
| MRO | Buy | MARATHON OIL CORP | $19 | +18.8% | 708 | +0.4% | 0.01% | +16.7% |
| Buy | NUVEEN VRIABL RAT PFD &INM | $18 | 0.0% | 1,167 | +1.7% | 0.01% | 0.0% | |
| ALC | Buy | ALCON AG | $17 | +41.7% | 205 | +42.4% | 0.01% | +44.4% |
| Buy | HALEON PLCspon ads | $18 | +12.5% | 2,260 | +12.9% | 0.01% | +8.3% | |
| GOLD | Buy | BARRICK GOLD CORP | $16 | -15.8% | 1,091 | +0.4% | 0.01% | -14.3% |
| LUV | Buy | SOUTHWEST AIRLS CO | $16 | +300.0% | 560 | +460.0% | 0.01% | +300.0% |
| F | Buy | FORD MTR CO DEL | $16 | +23.1% | 1,239 | +55.3% | 0.01% | +20.0% |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $16 | – | 800 | +100.0% | 0.01% | – |
| FUN | Buy | CEDAR FAIR L Pdepositry unit | $16 | -5.9% | 439 | +0.7% | 0.01% | -7.7% |
| Buy | LINDE PLC | $16 | +77.8% | 42 | +68.0% | 0.01% | +71.4% | |
| SQ | Buy | BLOCK INCcl a | $15 | +25.0% | 318 | +64.8% | 0.01% | +22.2% |
| TGT | Buy | TARGET CORP | $15 | +7.1% | 135 | +28.6% | 0.01% | +10.0% |
| PINS | New | PINTEREST INCcl a | $15 | – | 550 | +100.0% | 0.01% | – |
| LI | New | LI AUTO INCsponsored ads | $14 | – | 400 | +100.0% | 0.01% | – |
| Buy | ADTRAN HOLDINGS INC | $14 | +366.7% | 1,800 | +500.0% | 0.01% | +400.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $14 | 0.0% | 330 | +6.5% | 0.01% | 0.0% |
| SONY | Buy | SONY GROUP CORPsponsored adr | $13 | +116.7% | 161 | +123.6% | 0.01% | +150.0% |
| BIDU | New | BAIDU INCspon adr rep a | $13 | – | 100 | +100.0% | 0.01% | – |
| ENPH | Buy | ENPHASE ENERGY INC | $13 | +225.0% | 105 | +425.0% | 0.01% | +233.3% |
| SOFI | New | SOFI TECHNOLOGIES INC | $13 | – | 1,570 | +100.0% | 0.01% | – |
| JD | New | JD.COM INCspon adr cl a | $14 | – | 470 | +100.0% | 0.01% | – |
| TWLO | Buy | TWILIO INCcl a | $12 | +300.0% | 189 | +278.0% | 0.01% | +350.0% |
| CINF | Buy | CINCINNATI FINL CORP | $12 | +33.3% | 114 | +20.0% | 0.01% | +28.6% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $12 | +9.1% | 123 | +1.7% | 0.01% | +12.5% |
| SNOW | Buy | SNOWFLAKE INCcl a | $12 | +300.0% | 78 | +387.5% | 0.01% | +350.0% |
| DXCM | Buy | DEXCOM INC | $12 | -20.0% | 127 | +8.5% | 0.01% | -18.2% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $12 | – | 255 | +100.0% | 0.01% | – |
| SRE | Buy | SEMPRA | $11 | +57.1% | 159 | +218.0% | 0.01% | +60.0% |
| JPS | Buy | NUVEEN PFD &INCOME SECS FD | $11 | 0.0% | 1,773 | +1.3% | 0.01% | 0.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $11 | +266.7% | 71 | +238.1% | 0.01% | +300.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $11 | +37.5% | 63 | +10.5% | 0.01% | +33.3% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $11 | +10.0% | 213 | +1.4% | 0.01% | +14.3% |
| MELI | New | MERCADOLIBRE INC | $10 | – | 8 | +100.0% | 0.01% | – |
| EQWL | Buy | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $9 | 0.0% | 112 | +0.9% | 0.01% | 0.0% |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $10 | – | 137 | +100.0% | 0.01% | – |
| BIIB | Buy | BIOGEN INC | $9 | +200.0% | 35 | +250.0% | 0.01% | +250.0% |
| ING | Buy | ING GROEP N.V.sponsored adr | $9 | +50.0% | 653 | +49.4% | 0.01% | +75.0% |
| CCJ | Buy | CAMECO CORP | $9 | +125.0% | 212 | +48.3% | 0.01% | +133.3% |
| HOG | Buy | HARLEY DAVIDSON INC | $10 | -9.1% | 303 | +0.7% | 0.01% | -12.5% |
| SRVR | Buy | PACER FDS TRdata and infrast | $8 | -11.1% | 320 | +2.6% | 0.01% | -14.3% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $8 | +33.3% | 249 | +50.0% | 0.01% | +50.0% | |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $7 | +40.0% | 115 | +49.4% | 0.01% | +25.0% |
| RTOKY | Buy | RENTOKIL INITIAL PLCsponsored adr | $7 | +40.0% | 185 | +49.2% | 0.01% | +25.0% |
| ECL | Buy | ECOLAB INC | $7 | +16.7% | 41 | +36.7% | 0.01% | +25.0% |
| New | GXO LOGISTICS INCORPORATED | $7 | – | 116 | +100.0% | 0.01% | – | |
| SPGI | Buy | S&P GLOBAL INC | $7 | +133.3% | 20 | +150.0% | 0.01% | +150.0% |
| BX | Buy | BLACKSTONE INC | $7 | +40.0% | 68 | +38.8% | 0.01% | +25.0% |
| BFK | Buy | BLACKROCK MUN INCOME TRsh ben int | $7 | -12.5% | 825 | +1.0% | 0.01% | -16.7% |
| INVH | Buy | INVITATION HOMES INC | $7 | +16.7% | 212 | +12.8% | 0.01% | +25.0% |
| RCL | New | ROYAL CARIBBEAN GROUP | $5 | – | 50 | +100.0% | 0.00% | – |
| MGA | Buy | MAGNA INTL INC | $6 | +50.0% | 102 | +45.7% | 0.00% | +33.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $5 | +150.0% | 24 | +140.0% | 0.00% | +300.0% |
| NWBI | Buy | NORTHWEST BANCSHARES INC MD | $6 | +100.0% | 549 | +112.0% | 0.00% | +100.0% |
| NTR | Buy | NUTRIEN LTD | $6 | +20.0% | 91 | +1.1% | 0.00% | 0.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $6 | +20.0% | 98 | +11.4% | 0.00% | 0.0% |
| OGN | Buy | ORGANON &CO | $6 | 0.0% | 372 | +0.8% | 0.00% | 0.0% |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $6 | – | 79 | +100.0% | 0.00% | – |
| SHW | Buy | SHERWIN WILLIAMS CO | $5 | +25.0% | 18 | +28.6% | 0.00% | +33.3% |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $6 | – | 50 | +100.0% | 0.00% | – |
| DHR | Buy | DANAHER CORPORATION | $5 | +66.7% | 21 | +90.9% | 0.00% | +100.0% |
| PATH | New | UIPATH INCcl a | $5 | – | 300 | +100.0% | 0.00% | – |
| Buy | CANADIAN PACIFIC KANSAS CITY | $6 | +500.0% | 76 | +375.0% | 0.00% | +300.0% | |
| BAP | Buy | CREDICORP LTD | $6 | +50.0% | 44 | +46.7% | 0.00% | +33.3% |
| USHY | Buy | ISHARES TRbroad usd high | $6 | 0.0% | 163 | +1.2% | 0.00% | 0.0% |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $4 | – | 88 | +100.0% | 0.00% | – |
| New | GLOBAL X FDSsuperdividend | $4 | – | 194 | +100.0% | 0.00% | – | |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $4 | – | 50 | +100.0% | 0.00% | – |
| GWW | Buy | GRAINGER W W INC | $4 | 0.0% | 7 | +40.0% | 0.00% | 0.0% |
| MMC | Buy | MARSH &MCLENNAN COS INC | $4 | +100.0% | 21 | +61.5% | 0.00% | +200.0% |
| FRBA | New | FIRST BK WILLIAMSTOWN NEW JE | $4 | – | 386 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $4 | – | 55 | +100.0% | 0.00% | – |
| DG | Buy | DOLLAR GEN CORP NEW | $4 | +33.3% | 40 | +100.0% | 0.00% | +50.0% |
| BTO | New | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $4 | – | 150 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $3 | – | 8 | +100.0% | 0.00% | – |
| SPLK | Buy | SPLUNK INC | $3 | +50.0% | 26 | +52.9% | 0.00% | +100.0% |
| Buy | ATLASSIAN CORPORATIONcl a | $3 | 0.0% | 16 | +6.7% | 0.00% | 0.0% | |
| C | Buy | CITIGROUP INC | $3 | -25.0% | 84 | +1.2% | 0.00% | -33.3% |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $3 | – | 392 | +100.0% | 0.00% | – |
| EL | Buy | LAUDER ESTEE COS INCcl a | $3 | +50.0% | 17 | +54.5% | 0.00% | +100.0% |
| FUBO | New | FUBOTV INC | $3 | – | 1,000 | +100.0% | 0.00% | – |
| APTV | Buy | APTIV PLC | $3 | +50.0% | 25 | +56.2% | 0.00% | +100.0% |
| LEN | New | LENNAR CORPcl a | $3 | – | 24 | +100.0% | 0.00% | – |
| GLAD | New | GLADSTONE CAPITAL CORP | $3 | – | 310 | +100.0% | 0.00% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $3 | – | 205 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TResg awr msci usa | $3 | – | 29 | +100.0% | 0.00% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $3 | – | 700 | +100.0% | 0.00% | – |
| COG | Buy | COTERRA ENERGY INC | $3 | +200.0% | 133 | +189.1% | 0.00% | +100.0% |
| HBAN | New | HUNTINGTON BANCSHARES INC | $3 | – | 280 | +100.0% | 0.00% | – |
| WDAY | Buy | WORKDAY INCcl a | $3 | +50.0% | 12 | +50.0% | 0.00% | +100.0% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $2 | -33.3% | 574 | +91.3% | 0.00% | -50.0% |
| GAB | New | GABELLI EQUITY TR INC | $2 | – | 303 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $2 | – | 100 | +100.0% | 0.00% | – | |
| TDOC | New | TELADOC HEALTH INC | $1 | – | 35 | +100.0% | 0.00% | – |
| DHI | New | D R HORTON INC | $2 | – | 20 | +100.0% | 0.00% | – |
| MMM | New | 3M CO | $1 | – | 11 | +100.0% | 0.00% | – |
| CFR | New | CULLEN FROST BANKERS INC | $1 | – | 14 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $2 | – | 53 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC | $2 | – | 21 | +100.0% | 0.00% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $1 | – | 20 | +100.0% | 0.00% | – |
| CLX | New | CLOROX CO DEL | $2 | – | 12 | +100.0% | 0.00% | – |
| U | Buy | UNITY SOFTWARE INC | $1 | 0.0% | 28 | +16.7% | 0.00% | 0.0% |
| HDB | New | HDFC BANK LTDsponsored ads | $2 | – | 28 | +100.0% | 0.00% | – |
| PLL | Buy | PIEDMONT LITHIUM INC | $1 | 0.0% | 25 | +150.0% | 0.00% | 0.0% |
| CC | Buy | CHEMOURS CO | $2 | -33.3% | 78 | +1.3% | 0.00% | -50.0% |
| HSBC | New | HSBC HLDGS PLCspon adr new | $2 | – | 46 | +100.0% | 0.00% | – |
| SMCI | Buy | SUPER MICRO COMPUTER INC | $2 | – | 6 | +200.0% | 0.00% | – |
| PDT | New | HANCOCK JOHN PREM DIVID FD | $1 | – | 114 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $2 | – | 16 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS &RESORTS INC | $1 | – | 55 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $1 | – | 14 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP | $1 | – | 11 | +100.0% | 0.00% | – |
| INTU | Buy | INTUIT | $2 | +100.0% | 3 | +50.0% | 0.00% | 0.0% |
| BHP | New | BHP GROUP LTDsponsored ads | $2 | – | 34 | +100.0% | 0.00% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $1 | – | 21 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $2 | – | 31 | +100.0% | 0.00% | – |
| AXON | New | AXON ENTERPRISE INC | $2 | – | 8 | +100.0% | 0.00% | – |
| AVB | New | AVALONBAY CMNTYS INC | $2 | – | 9 | +100.0% | 0.00% | – |
| IYW | New | ISHARES TRu.s. tech etf | $1 | – | 9 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $2 | – | 10 | +100.0% | 0.00% | – |
| ATO | New | ATMOS ENERGY CORP | $2 | – | 20 | +100.0% | 0.00% | – |
| IFRA | New | ISHARES TRus infrastruc | $1 | – | 14 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $2 | – | 8 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $2 | – | 34 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC | $2 | – | 19 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1 | – | 12 | +100.0% | 0.00% | – |
| Buy | LUCID GROUP INC | $2 | – | 325 | +1200.0% | 0.00% | – | |
| ALK | New | ALASKA AIR GROUP INC | $2 | – | 65 | +100.0% | 0.00% | – |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $2 | +100.0% | 23 | +91.7% | 0.00% | 0.0% |
| AWP | New | ABRDN GLOBAL PREMIER PPTYS F | $1 | – | 400 | +100.0% | 0.00% | – |
| XP | New | XP INCcl a | $2 | – | 95 | +100.0% | 0.00% | – |
| SEM | Buy | SELECT MED HLDGS CORP | $1 | -50.0% | 51 | +2.0% | 0.00% | 0.0% |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $2 | – | 24 | +100.0% | 0.00% | – |
| ES | New | EVERSOURCE ENERGY | $2 | – | 28 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1 | – | 28 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $1 | – | 22 | +100.0% | 0.00% | – |
| TMQ | New | TRILOGY METALS INC NEW | $0 | – | 83 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $0 | – | 16 | +100.0% | 0.00% | – |
| New | ONTRAK INC | $0 | – | 17 | +100.0% | 0.00% | – | |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $0 | – | 3 | +100.0% | 0.00% | – |
| WU | Buy | WESTERN UN CO | $0 | – | 24 | +4.3% | 0.00% | – |
| RC | New | READY CAPITAL CORP | $0 | – | 37 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q3 2023 | 8.8% |
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 7.2% |
| INVESCO QQQ TR | 7 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.6% |
| EXXON MOBIL CORP | 7 | Q3 2023 | 2.7% |
| AMAZON COM INC | 7 | Q3 2023 | 2.6% |
| ISHARES TR | 7 | Q3 2023 | 2.2% |
| JOHNSON &JOHNSON | 7 | Q3 2023 | 2.3% |
| MASTERCARD INCORPORATED | 7 | Q3 2023 | 1.9% |
| ISHARES TR | 7 | Q3 2023 | 2.0% |
View HAZLETT, BURT & WATSON, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-05 |
| X-17A-5 | 2020-03-09 |
View HAZLETT, BURT & WATSON, 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.