$3.78 Billion is the total value of LINCOLN NATIONAL CORP's 1254 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 27.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $335,004,000 | +5.4% | 3,798,670 | +5.4% | 8.85% | -6.3% |
SPIP | Buy | SPDR SER TRportfli tips etf | $226,366,000 | +7.0% | 7,262,291 | +5.9% | 5.98% | -4.8% |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $191,770,000 | +10.2% | 941,202 | +0.2% | 5.07% | -2.0% |
MGV | Buy | VANGUARD WORLD FDmega cap val etf | $166,531,000 | +13.8% | 1,918,119 | +0.5% | 4.40% | +1.2% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $137,940,000 | +16.7% | 2,363,603 | +0.9% | 3.64% | +3.8% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $134,137,000 | +4.7% | 2,480,804 | +5.1% | 3.54% | -6.8% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $133,637,000 | +18.3% | 2,830,702 | +2.5% | 3.53% | +5.2% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $87,689,000 | +10.0% | 621,157 | +0.3% | 2.32% | -2.1% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $74,633,000 | +16.9% | 1,489,401 | +0.8% | 1.97% | +4.0% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $64,528,000 | +18.7% | 1,071,182 | +3.4% | 1.70% | +5.6% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $51,399,000 | +6.8% | 617,405 | +6.3% | 1.36% | -5.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $47,333,000 | +12.2% | 126,600 | +0.5% | 1.25% | -0.1% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $36,431,000 | +32.4% | 116,118 | +17.2% | 0.96% | +17.9% |
BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $33,900,000 | +5.8% | 309,197 | +7.9% | 0.90% | -5.9% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $25,223,000 | +16.6% | 207,013 | +0.8% | 0.67% | +3.9% |
VOO | Buy | VANGUARD INDEX FDS | $23,827,000 | +16.2% | 69,327 | +4.0% | 0.63% | +3.4% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $22,446,000 | +24.7% | 97,662 | +0.5% | 0.59% | +10.8% |
EFA | Buy | ISHARES TRmsci eafe etf | $21,420,000 | +104.1% | 293,587 | +78.1% | 0.57% | +81.4% |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $19,719,000 | +12.3% | 363,082 | +0.5% | 0.52% | 0.0% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $19,107,000 | +11.1% | 224,974 | +3.3% | 0.50% | -1.2% |
IWD | Buy | ISHARES TRrus 1000 val etf | $17,645,000 | +17.5% | 129,049 | +1.5% | 0.47% | +4.5% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $17,092,000 | +17.3% | 487,349 | +5.3% | 0.45% | +4.4% |
DGRO | Buy | ISHARES TRcore div grwth | $16,916,000 | +27.8% | 377,422 | +13.5% | 0.45% | +13.7% |
IJR | Buy | ISHARES TRcore s&p scp etf | $15,898,000 | +31.2% | 172,994 | +0.3% | 0.42% | +16.7% |
AGG | Buy | ISHARES TRcore us aggbd et | $15,672,000 | +13.3% | 132,606 | +13.2% | 0.41% | +0.7% |
FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $14,754,000 | +18.4% | 218,578 | +10.9% | 0.39% | +5.4% |
IWM | Buy | ISHARES TRrussell 2000 etf | $12,574,000 | +76.5% | 64,134 | +34.9% | 0.33% | +56.6% |
JNJ | Buy | JOHNSON & JOHNSON | $11,274,000 | +14.4% | 71,636 | +8.3% | 0.30% | +1.7% |
OEF | Buy | ISHARES TRs&p 100 etf | $10,961,000 | +10.7% | 63,856 | +0.4% | 0.29% | -1.4% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $10,943,000 | +18.3% | 43,196 | +6.3% | 0.29% | +5.1% |
GOOG | Buy | ALPHABET INCcap stk cl c | $10,676,000 | +24.5% | 6,094 | +4.4% | 0.28% | +10.6% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $10,571,000 | +22.3% | 88,857 | +7.4% | 0.28% | +8.6% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $10,024,000 | +88.6% | 194,000 | +60.9% | 0.26% | +67.7% |
LMT | Buy | LOCKHEED MARTIN CORP | $9,318,000 | -5.6% | 26,249 | +1.9% | 0.25% | -16.0% |
DIS | Buy | DISNEY WALT CO | $9,194,000 | +58.1% | 50,744 | +8.2% | 0.24% | +40.5% |
GLD | Buy | SPDR GOLD TR | $8,793,000 | +3.4% | 49,296 | +2.7% | 0.23% | -8.3% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $8,607,000 | +32.8% | 41,629 | +13.2% | 0.23% | +17.6% |
JPM | Buy | JPMORGAN CHASE & CO | $8,149,000 | +37.7% | 64,128 | +4.3% | 0.22% | +22.2% |
V | Buy | VISA INC | $7,828,000 | +11.2% | 35,787 | +1.6% | 0.21% | -1.0% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $7,666,000 | +28.8% | 151,156 | +28.8% | 0.20% | +14.7% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $7,643,000 | +31.3% | 4,361 | +9.8% | 0.20% | +16.8% |
FB | Buy | FACEBOOK INCcl a | $7,617,000 | +17.1% | 27,886 | +12.3% | 0.20% | +4.1% |
COST | Buy | COSTCO WHSL CORP NEW | $7,493,000 | +12.5% | 19,888 | +6.0% | 0.20% | 0.0% |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $7,474,000 | +162.2% | 150,114 | +162.6% | 0.20% | +132.9% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $7,276,000 | -0.4% | 141,375 | +0.0% | 0.19% | -11.5% |
TSLA | Buy | TESLA INC | $7,019,000 | +108.8% | 9,947 | +27.0% | 0.18% | +85.0% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $6,695,000 | +71.4% | 121,305 | +69.0% | 0.18% | +52.6% |
MUB | Buy | ISHARES TRnational mun etf | $6,656,000 | +12.0% | 56,786 | +10.8% | 0.18% | 0.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $5,562,000 | +8.8% | 94,672 | +10.2% | 0.15% | -3.3% |
ABT | Buy | ABBOTT LABS | $5,054,000 | +0.7% | 46,160 | +0.1% | 0.13% | -10.1% |
ABBV | Buy | ABBVIE INC | $5,044,000 | +37.3% | 47,073 | +12.3% | 0.13% | +22.0% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $4,938,000 | +3.2% | 37,130 | +3.7% | 0.13% | -8.5% |
T | Buy | AT&T INC | $4,881,000 | +1.7% | 169,710 | +0.8% | 0.13% | -9.8% |
WMT | Buy | WALMART INC | $4,833,000 | +24.9% | 33,528 | +21.3% | 0.13% | +11.3% |
NVDA | Buy | NVIDIA CORPORATION | $4,851,000 | -2.4% | 9,289 | +1.2% | 0.13% | -13.5% |
MCD | Buy | MCDONALDS CORP | $4,757,000 | -2.0% | 22,169 | +0.2% | 0.13% | -12.5% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $4,722,000 | +3.6% | 54,666 | +3.7% | 0.12% | -7.4% |
BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $4,699,000 | +77.5% | 80,246 | +76.3% | 0.12% | +57.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $4,542,000 | +9.4% | 6,180 | +3.7% | 0.12% | -2.4% |
MRK | Buy | MERCK & CO. INC | $4,496,000 | +1.7% | 54,955 | +3.1% | 0.12% | -9.2% |
CVX | Buy | CHEVRON CORP NEW | $4,299,000 | +32.3% | 50,898 | +12.8% | 0.11% | +17.5% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,264,000 | +44.2% | 21,904 | +14.0% | 0.11% | +28.4% |
PFE | Buy | PFIZER INC | $4,205,000 | +12.0% | 114,239 | +11.7% | 0.11% | 0.0% |
SLV | Buy | ISHARES SILVER TRishares | $4,214,000 | +26.1% | 171,486 | +11.0% | 0.11% | +12.1% |
SBUX | Buy | STARBUCKS CORP | $4,151,000 | +33.9% | 38,802 | +7.5% | 0.11% | +19.6% |
SUB | Buy | ISHARES TRshrt nat mun etf | $4,099,000 | +9.3% | 37,915 | +9.3% | 0.11% | -2.7% |
POOL | Buy | POOL CORP | $3,968,000 | +14.4% | 10,651 | +2.7% | 0.10% | +1.9% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,854,000 | +28.2% | 86,839 | +0.5% | 0.10% | +14.6% |
BAC | Buy | BK OF AMERICA CORP | $3,878,000 | +34.6% | 127,967 | +7.0% | 0.10% | +18.6% |
NFLX | Buy | NETFLIX INC | $3,808,000 | +10.8% | 7,043 | +2.5% | 0.10% | -1.0% |
CMF | Buy | ISHARES TRcalif mun bd etf | $3,726,000 | +0.9% | 59,300 | +0.2% | 0.10% | -10.9% |
ITM | Buy | VANECK VECTORS ETF TRintrmdt muni etf | $3,577,000 | +9.4% | 68,744 | +7.8% | 0.10% | -2.1% |
KO | Buy | COCA COLA CO | $3,555,000 | +17.4% | 64,823 | +5.7% | 0.09% | +4.4% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $3,466,000 | +37.6% | 40,203 | +20.5% | 0.09% | +22.7% |
PGHY | Buy | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $3,457,000 | +15.4% | 155,680 | +12.3% | 0.09% | +2.2% |
ICF | Buy | ISHARES TRcohen steer reit | $3,417,000 | -10.6% | 63,407 | +69.3% | 0.09% | -20.4% |
PEP | Buy | PEPSICO INC | $3,275,000 | +25.5% | 22,086 | +17.3% | 0.09% | +11.5% |
STIP | Buy | ISHARES TR0-5 yr tips etf | $3,266,000 | +10.3% | 31,271 | +9.9% | 0.09% | -2.3% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $3,223,000 | +14.0% | 6,444 | +11.9% | 0.08% | +1.2% |
KRE | New | SPDR SER TRs&p regl bkg | $3,206,000 | – | 61,723 | +100.0% | 0.08% | – |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $3,233,000 | +5.0% | 63,274 | +4.9% | 0.08% | -6.6% |
HON | Buy | HONEYWELL INTL INC | $3,157,000 | +37.3% | 14,842 | +6.2% | 0.08% | +22.1% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $3,148,000 | +7.9% | 33,906 | +8.7% | 0.08% | -4.6% |
IEFA | Buy | ISHARES TRcore msci eafe | $3,071,000 | +47.6% | 44,453 | +28.8% | 0.08% | +30.6% |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $3,036,000 | +13.8% | 17,457 | +6.9% | 0.08% | +1.3% |
JQUA | Buy | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $3,038,000 | +11.4% | 84,682 | +0.8% | 0.08% | -1.2% |
UNH | Buy | UNITEDHEALTH GROUP INC | $2,971,000 | +66.1% | 8,473 | +47.7% | 0.08% | +49.1% |
TGT | Buy | TARGET CORP | $2,881,000 | +41.9% | 16,319 | +26.5% | 0.08% | +26.7% |
FNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $2,866,000 | – | 81,440 | +100.0% | 0.08% | – |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,821,000 | -15.1% | 12,121 | +7.2% | 0.08% | -24.2% |
NOC | Buy | NORTHROP GRUMMAN CORP | $2,829,000 | +8.3% | 9,284 | +12.1% | 0.08% | -3.8% |
HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $2,810,000 | +16.6% | 45,662 | +13.4% | 0.07% | +2.8% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,757,000 | +9.1% | 44,446 | +6.0% | 0.07% | -2.7% |
SO | Buy | SOUTHERN CO | $2,719,000 | +13.5% | 44,259 | +0.2% | 0.07% | +1.4% |
GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $2,689,000 | +48.1% | 49,579 | +51.2% | 0.07% | +31.5% |
PDEC | New | INNOVATOR ETFS TRs&p 500 pwr bu | $2,666,000 | – | 91,927 | +100.0% | 0.07% | – |
FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $2,590,000 | +149.8% | 36,218 | +116.6% | 0.07% | +119.4% |
PYPL | Buy | PAYPAL HLDGS INC | $2,466,000 | +43.4% | 10,528 | +20.6% | 0.06% | +27.5% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,428,000 | +13.7% | 14,418 | +12.5% | 0.06% | +1.6% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,410,000 | +83.7% | 21,244 | +70.8% | 0.06% | +64.1% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,408,000 | +40.7% | 40,042 | +22.1% | 0.06% | +25.5% |
MBB | Buy | ISHARES TRmbs etf | $2,405,000 | +21.8% | 21,838 | +22.1% | 0.06% | +8.5% |
TIP | Buy | ISHARES TRtips bd etf | $2,393,000 | +2.2% | 18,750 | +1.2% | 0.06% | -10.0% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $2,386,000 | +20.6% | 26,158 | +5.5% | 0.06% | +6.8% |
TTP | Buy | TORTOISE PIPELINE & ENERGY F | $2,348,000 | +121.3% | 138,094 | +55.4% | 0.06% | +93.8% |
MMM | Buy | 3M CO | $2,299,000 | +35.6% | 13,155 | +24.3% | 0.06% | +22.0% |
AXP | Buy | AMERICAN EXPRESS CO | $2,317,000 | +107.8% | 19,160 | +72.1% | 0.06% | +84.8% |
AMGN | Buy | AMGEN INC | $2,274,000 | +0.1% | 9,893 | +10.7% | 0.06% | -10.4% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,265,000 | +10.9% | 26,249 | +73.4% | 0.06% | -1.6% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $2,197,000 | +10.8% | 114,378 | +8.1% | 0.06% | -1.7% |
AVGO | Buy | BROADCOM INC | $2,212,000 | +42.2% | 5,051 | +18.2% | 0.06% | +26.1% |
PNC | Buy | PNC FINL SVCS GROUP INC | $2,211,000 | +36.3% | 14,843 | +0.6% | 0.06% | +20.8% |
NEE | Buy | NEXTERA ENERGY INC | $2,155,000 | +13.3% | 27,934 | +307.7% | 0.06% | +1.8% |
ARKK | Buy | ARK ETF TRinnovation etf | $2,169,000 | +64.2% | 17,428 | +21.4% | 0.06% | +46.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $2,096,000 | +62.0% | 40,005 | +43.1% | 0.06% | +44.7% |
SGDJ | Buy | SPROTT ETF TRUSTjr gold miners e | $2,059,000 | +72.0% | 41,800 | +55.4% | 0.05% | +50.0% |
SILJ | Buy | ETF MANAGERS TRprime junir slvr | $2,051,000 | +145.3% | 125,755 | +107.7% | 0.05% | +116.0% |
XLE | New | SELECT SECTOR SPDR TRenergy | $2,007,000 | – | 52,948 | +100.0% | 0.05% | – |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,981,000 | +12.6% | 4,253 | +6.7% | 0.05% | 0.0% |
MO | Buy | ALTRIA GROUP INC | $1,902,000 | +13.6% | 46,392 | +7.0% | 0.05% | 0.0% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,877,000 | +35.8% | 26,243 | +9.2% | 0.05% | +22.0% |
IWY | Buy | ISHARES TRrus tp200 gr etf | $1,838,000 | +16.5% | 13,817 | +6.2% | 0.05% | +4.3% |
IVE | Buy | ISHARES TRs&p 500 val etf | $1,852,000 | +23.1% | 14,464 | +8.1% | 0.05% | +8.9% |
GE | Buy | GENERAL ELECTRIC CO | $1,866,000 | +142.3% | 172,781 | +39.7% | 0.05% | +113.0% |
ORCL | Buy | ORACLE CORP | $1,807,000 | +8.8% | 27,934 | +0.4% | 0.05% | -2.0% |
IAU | Buy | ISHARES GOLD TRUSTishares | $1,788,000 | +125.5% | 98,631 | +123.9% | 0.05% | +95.8% |
NKE | Buy | NIKE INCcl b | $1,769,000 | +26.9% | 12,505 | +12.6% | 0.05% | +14.6% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,777,000 | +7.7% | 31,598 | +2.8% | 0.05% | -4.1% |
SQ | Buy | SQUARE INCcl a | $1,790,000 | +56.7% | 8,226 | +17.1% | 0.05% | +38.2% |
DUK | Buy | DUKE ENERGY CORP NEW | $1,756,000 | +3.5% | 19,178 | +0.2% | 0.05% | -8.0% |
MMC | Buy | MARSH & MCLENNAN COS INC | $1,695,000 | +73.7% | 14,486 | +70.2% | 0.04% | +55.2% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,668,000 | +18.0% | 12,993 | +5.9% | 0.04% | +4.8% |
FDX | Buy | FEDEX CORP | $1,661,000 | +37.6% | 6,400 | +33.4% | 0.04% | +22.2% |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $1,638,000 | +618.4% | 114,116 | +420.7% | 0.04% | +514.3% |
DSI | Buy | ISHARES TRmsci kld400 soc | $1,606,000 | +9.6% | 22,443 | +96.0% | 0.04% | -4.5% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,514,000 | +66.7% | 51,385 | +36.2% | 0.04% | +48.1% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,501,000 | +5.8% | 26,798 | +5.9% | 0.04% | -4.8% |
MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $1,496,000 | +14.9% | 24,128 | +1.2% | 0.04% | +2.6% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $1,459,000 | +36.6% | 8,857 | +7.6% | 0.04% | +21.9% |
NSC | Buy | NORFOLK SOUTHN CORP | $1,446,000 | +15.9% | 6,087 | +4.4% | 0.04% | +2.7% |
CVS | Buy | CVS HEALTH CORP | $1,454,000 | +28.6% | 21,295 | +10.0% | 0.04% | +11.8% |
IWB | Buy | ISHARES TRrus 1000 etf | $1,453,000 | +40.3% | 6,859 | +23.9% | 0.04% | +22.6% |
FLQL | Buy | FRANKLIN TEMPLETON ETF TRlibertyq us eqt | $1,398,000 | +23.5% | 36,920 | +13.4% | 0.04% | +8.8% |
FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $1,379,000 | – | 29,341 | +100.0% | 0.04% | – |
QCOM | Buy | QUALCOMM INC | $1,353,000 | +56.8% | 8,877 | +21.2% | 0.04% | +38.5% |
MDT | Buy | MEDTRONIC PLC | $1,359,000 | +19.0% | 11,604 | +5.6% | 0.04% | +5.9% |
LLY | Buy | LILLY ELI & CO | $1,336,000 | +18.3% | 7,914 | +3.8% | 0.04% | +2.9% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $1,318,000 | +15.4% | 9,542 | +12.5% | 0.04% | +2.9% |
D | Buy | DOMINION ENERGY INC | $1,331,000 | -4.5% | 17,700 | +0.3% | 0.04% | -14.6% |
ITW | Buy | ILLINOIS TOOL WKS INC | $1,320,000 | +15.8% | 6,476 | +9.7% | 0.04% | +2.9% |
DE | Buy | DEERE & CO | $1,317,000 | +48.8% | 4,896 | +22.6% | 0.04% | +34.6% |
GS | Buy | GOLDMAN SACHS GROUP INC | $1,281,000 | +79.2% | 4,859 | +36.6% | 0.03% | +61.9% |
PLD | Buy | PROLOGIS INC. | $1,302,000 | +16.0% | 13,066 | +17.2% | 0.03% | +3.0% |
BJUL | Buy | INNOVATOR ETFS TRs&p 500 buffer | $1,270,000 | +11.5% | 42,145 | +4.8% | 0.03% | 0.0% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,253,000 | +16.2% | 12,899 | +14.6% | 0.03% | +3.1% |
SJM | Buy | SMUCKER J M CO | $1,244,000 | +0.3% | 10,763 | +0.3% | 0.03% | -10.8% |
IHAK | Buy | ISHARES TRcybersecurity | $1,220,000 | +71.8% | 30,236 | +39.6% | 0.03% | +52.4% |
KTF | Buy | DWS MUN INCOME TR | $1,165,000 | +5.0% | 100,174 | +0.0% | 0.03% | -6.1% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,177,000 | +15.4% | 10,208 | +0.1% | 0.03% | +3.3% |
KMB | Buy | KIMBERLY-CLARK CORP | $1,185,000 | -2.1% | 8,790 | +7.3% | 0.03% | -13.9% |
WFC | Buy | WELLS FARGO CO NEW | $1,168,000 | +37.3% | 38,710 | +6.8% | 0.03% | +24.0% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,117,000 | +224.7% | 5,270 | +110.4% | 0.03% | +200.0% |
PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $1,154,000 | +20.0% | 76,500 | +19.7% | 0.03% | +3.4% |
UJUL | Buy | INNOVATOR ETFS TRs&p 500 ultra | $1,151,000 | +7.9% | 43,498 | +5.0% | 0.03% | -6.2% |
IWN | Buy | ISHARES TRrus 2000 val etf | $1,129,000 | +68.3% | 8,568 | +26.7% | 0.03% | +50.0% |
NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $1,103,000 | +39.3% | 19,588 | +26.0% | 0.03% | +20.8% |
IWS | Buy | ISHARES TRrus mdcp val etf | $1,091,000 | +22.4% | 11,254 | +2.2% | 0.03% | +11.5% |
PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $1,089,000 | +24.9% | 12,411 | +8.8% | 0.03% | +11.5% |
MKC | Buy | MCCORMICK & CO INC | $1,111,000 | -5.6% | 11,621 | +91.6% | 0.03% | -17.1% |
SYK | Buy | STRYKER CORPORATION | $1,107,000 | +20.6% | 4,515 | +2.5% | 0.03% | +7.4% |
BDX | Buy | BECTON DICKINSON & CO | $1,064,000 | +20.9% | 4,251 | +12.5% | 0.03% | +7.7% |
O | Buy | REALTY INCOME CORP | $1,075,000 | +5.7% | 17,299 | +3.3% | 0.03% | -6.7% |
FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $1,027,000 | +47.6% | 31,990 | +27.3% | 0.03% | +28.6% |
MKCV | Buy | MCCORMICK & CO INC | $1,004,000 | -2.1% | 10,502 | +100.0% | 0.03% | -10.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,037,000 | +85.8% | 9,504 | +38.0% | 0.03% | +58.8% |
ANTM | Buy | ANTHEM INC | $1,027,000 | +21.0% | 3,199 | +1.2% | 0.03% | +8.0% |
CLX | Buy | CLOROX CO DEL | $983,000 | +0.9% | 4,866 | +5.0% | 0.03% | -10.3% |
MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $996,000 | +40.3% | 36,949 | +14.9% | 0.03% | +23.8% |
TDOC | Buy | TELADOC HEALTH INC | $973,000 | +67.8% | 4,868 | +84.0% | 0.03% | +52.9% |
AOA | Buy | ISHARES TRaggres alloc etf | $976,000 | +11.5% | 15,212 | +0.9% | 0.03% | 0.0% |
CL | Buy | COLGATE PALMOLIVE CO | $991,000 | +12.1% | 11,588 | +1.0% | 0.03% | 0.0% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $965,000 | +65.5% | 10,513 | +47.8% | 0.03% | +52.9% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $982,000 | +9.4% | 6,169 | +14.4% | 0.03% | -3.7% |
AON | Buy | AON PLC | $955,000 | +2.6% | 4,521 | +0.2% | 0.02% | -10.7% |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $929,000 | +10.2% | 6,076 | +4.9% | 0.02% | 0.0% |
PSEP | Buy | INNOVATOR ETFS TRs&p 500 pwr | $956,000 | +17.6% | 34,255 | +10.7% | 0.02% | +4.2% |
EFV | Buy | ISHARES TReafe value etf | $955,000 | +71.1% | 20,224 | +46.3% | 0.02% | +47.1% |
TFC | Buy | TRUIST FINL CORP | $939,000 | +27.6% | 19,573 | +1.2% | 0.02% | +13.6% |
DHR | Buy | DANAHER CORPORATION | $903,000 | +4.5% | 4,066 | +1.3% | 0.02% | -7.7% |
FSMD | Buy | FIDELITY COVINGTON TRUSTsml mid mltfct | $901,000 | +329.0% | 31,408 | +253.9% | 0.02% | +300.0% |
BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $920,000 | +201.6% | 42,836 | +182.7% | 0.02% | +166.7% |
EIX | Buy | EDISON INTL | $920,000 | +30.1% | 14,650 | +5.3% | 0.02% | +14.3% |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $890,000 | +35.9% | 35,086 | +25.9% | 0.02% | +26.3% |
ANET | Buy | ARISTA NETWORKS INC | $900,000 | +42.0% | 3,097 | +1.0% | 0.02% | +26.3% |
DD | Buy | DUPONT DE NEMOURS INC | $887,000 | +28.6% | 12,468 | +0.3% | 0.02% | +15.0% |
IUSG | Buy | ISHARES TRcore s&p us gwt | $867,000 | +177.9% | 9,774 | +150.6% | 0.02% | +155.6% |
DFS | Buy | DISCOVER FINL SVCS | $856,000 | +82.1% | 9,457 | +16.2% | 0.02% | +64.3% |
CB | Buy | CHUBB LIMITED | $821,000 | +56.4% | 5,338 | +18.2% | 0.02% | +37.5% |
TJX | Buy | TJX COS INC NEW | $839,000 | +25.8% | 12,288 | +2.6% | 0.02% | +10.0% |
IDU | Buy | ISHARES TRu.s. utilits etf | $843,000 | +14.5% | 10,857 | +115.3% | 0.02% | 0.0% |
SCZ | Buy | ISHARES TReafe sml cp etf | $836,000 | +19.3% | 12,231 | +2.9% | 0.02% | +4.8% |
DTEC | Buy | ALPS ETF TRdisruptive tech | $844,000 | +94.5% | 18,251 | +62.2% | 0.02% | +69.2% |
VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $839,000 | +10.0% | 12,088 | +11.8% | 0.02% | -4.3% |
EXAS | Buy | EXACT SCIENCES CORP | $798,000 | +32.1% | 6,024 | +1.7% | 0.02% | +16.7% |
ITA | Buy | ISHARES TRus aer def etf | $786,000 | +17.1% | 8,305 | +96.1% | 0.02% | +5.0% |
VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $779,000 | +22.5% | 15,441 | +22.3% | 0.02% | +10.5% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $780,000 | +30.4% | 39,783 | +5.0% | 0.02% | +16.7% |
EL | Buy | LAUDER ESTEE COS INCcl a | $792,000 | +33.3% | 2,976 | +9.3% | 0.02% | +16.7% |
URA | Buy | GLOBAL X FDSglobal x uranium | $776,000 | +77.6% | 50,600 | +28.9% | 0.02% | +61.5% |
IDNA | Buy | ISHARES TRgenomics immun | $781,000 | +26.2% | 17,007 | +7.1% | 0.02% | +16.7% |
ICLN | New | ISHARES TRgl clean ene etf | $779,000 | – | 27,599 | +100.0% | 0.02% | – |
BAX | Buy | BAXTER INTL INC | $749,000 | +19.3% | 9,332 | +19.4% | 0.02% | +5.3% |
VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $746,000 | +36.9% | 4,711 | +4.4% | 0.02% | +25.0% |
LIN | Buy | LINDE PLC | $740,000 | +44.0% | 2,810 | +30.2% | 0.02% | +33.3% |
AOR | Buy | ISHARES TRgrwt allocat etf | $748,000 | +30.1% | 14,328 | +20.8% | 0.02% | +17.6% |
MSM | Buy | MSC INDL DIRECT INCcl a | $753,000 | +37.9% | 8,927 | +3.4% | 0.02% | +25.0% |
FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $740,000 | +63.4% | 72,833 | +26.9% | 0.02% | +53.8% |
HMOP | Buy | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $765,000 | +3.4% | 18,297 | +1.8% | 0.02% | -9.1% |
BIG | Buy | BIG LOTS INC | $744,000 | -3.3% | 17,334 | +0.6% | 0.02% | -13.0% |
IWP | Buy | ISHARES TRrus md cp gr etf | $761,000 | +22.3% | 7,412 | +106.1% | 0.02% | +11.1% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $718,000 | +36.8% | 8,831 | +105.9% | 0.02% | +18.8% |
DLR | Buy | DIGITAL RLTY TR INC | $703,000 | -2.5% | 5,040 | +2.6% | 0.02% | -9.5% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $711,000 | +38.3% | 4,032 | +9.2% | 0.02% | +26.7% |
DOCU | Buy | DOCUSIGN INC | $686,000 | +42.6% | 3,086 | +38.2% | 0.02% | +28.6% |
SPGI | New | S&P GLOBAL INC | $699,000 | – | 2,124 | +100.0% | 0.02% | – |
MDLZ | Buy | MONDELEZ INTL INCcl a | $681,000 | +17.8% | 11,651 | +15.8% | 0.02% | +5.9% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC | $686,000 | +30.7% | 5,026 | +2.0% | 0.02% | +12.5% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $687,000 | -11.4% | 10,764 | +220.9% | 0.02% | -21.7% |
DOW | Buy | DOW INC | $691,000 | +38.5% | 12,451 | +17.2% | 0.02% | +20.0% |
PNQI | Buy | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $694,000 | +11.9% | 3,040 | +1.1% | 0.02% | 0.0% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $673,000 | 0.0% | 13,091 | +0.2% | 0.02% | -10.0% |
WM | Buy | WASTE MGMT INC DEL | $675,000 | +21.6% | 5,722 | +16.7% | 0.02% | +12.5% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $682,000 | +86.3% | 7,497 | +65.2% | 0.02% | +63.6% |
BK | Buy | BANK NEW YORK MELLON CORP | $673,000 | +75.7% | 15,860 | +41.9% | 0.02% | +63.6% |
ROK | Buy | ROCKWELL AUTOMATION INC | $676,000 | +104.2% | 2,694 | +80.1% | 0.02% | +80.0% |
GIS | Buy | GENERAL MLS INC | $680,000 | +19.5% | 11,566 | +25.6% | 0.02% | +5.9% |
PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $627,000 | +1.5% | 22,388 | +0.1% | 0.02% | -5.6% |
INTU | Buy | INTUIT | $647,000 | +23.2% | 1,705 | +5.8% | 0.02% | +6.2% |
INDA | Buy | ISHARES TRmsci india etf | $631,000 | +18.8% | 15,690 | +0.1% | 0.02% | +6.2% |
DISCK | Buy | DISCOVERY INC | $649,000 | +43.9% | 24,774 | +7.5% | 0.02% | +30.8% |
SPDV | Buy | ETF SER SOLUTIONSaam s&p 500 | $641,000 | +80.1% | 26,012 | +56.7% | 0.02% | +54.5% |
EMR | Buy | EMERSON ELEC CO | $636,000 | +31.7% | 7,914 | +7.4% | 0.02% | +21.4% |
EQIX | Buy | EQUINIX INC | $645,000 | +4.0% | 903 | +10.7% | 0.02% | -5.6% |
ACNB | Buy | ACNB CORP | $629,000 | +21.2% | 25,161 | +0.9% | 0.02% | +13.3% |
JD | Buy | JD.COM INCspon adr cl a | $657,000 | +15.3% | 7,467 | +1.8% | 0.02% | 0.0% |
PANW | Buy | PALO ALTO NETWORKS INC | $639,000 | +51.1% | 1,798 | +4.1% | 0.02% | +30.8% |
IGIB | Buy | ISHARES TR | $602,000 | +28.9% | 9,741 | +26.9% | 0.02% | +14.3% |
RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $591,000 | – | 14,807 | +100.0% | 0.02% | – |
FINX | Buy | GLOBAL X FDSfintech etf | $560,000 | +25.3% | 11,984 | +1.8% | 0.02% | +15.4% |
FLDR | Buy | FIDELITY MERRIMACK STR TRlow durtin etf | $561,000 | +29.6% | 10,988 | +29.5% | 0.02% | +15.4% |
EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $575,000 | – | 9,050 | +100.0% | 0.02% | – |
ENB | Buy | ENBRIDGE INC | $568,000 | +15.9% | 17,742 | +5.8% | 0.02% | 0.0% |
FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $560,000 | +4.5% | 9,327 | +4.5% | 0.02% | -6.2% |
BWLA | New | BOWL AMER INCcl a | $549,000 | – | 58,230 | +100.0% | 0.02% | – |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $568,000 | -3.4% | 11,357 | +5.9% | 0.02% | -11.8% |
PJAN | New | INNOVATOR ETFS TRs&p 500 power | $563,000 | – | 18,414 | +100.0% | 0.02% | – |
SBGI | Buy | SINCLAIR BROADCAST GROUP INCcl a | $568,000 | +91.9% | 17,847 | +16.0% | 0.02% | +66.7% |
SASR | Buy | SANDY SPRING BANCORP INC | $554,000 | +39.5% | 17,196 | +0.0% | 0.02% | +25.0% |
STX | Buy | SEAGATE TECHNOLOGY PLC | $548,000 | +28.3% | 8,823 | +1.8% | 0.01% | +7.7% |
FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $529,000 | – | 9,325 | +100.0% | 0.01% | – |
KHC | Buy | KRAFT HEINZ CO | $528,000 | +45.1% | 15,231 | +25.3% | 0.01% | +27.3% |
IYH | Buy | ISHARES TRus hlthcare etf | $530,000 | +29.9% | 2,156 | +20.0% | 0.01% | +16.7% |
RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $532,000 | +30.1% | 8,539 | +12.5% | 0.01% | +16.7% |
UBSI | Buy | UNITED BANKSHARES INC WEST V | $536,000 | +51.8% | 16,519 | +0.4% | 0.01% | +40.0% |
UBER | Buy | UBER TECHNOLOGIES INC | $522,000 | +51.7% | 10,239 | +8.4% | 0.01% | +40.0% |
BLK | Buy | BLACKROCK INC | $528,000 | +80.2% | 731 | +40.8% | 0.01% | +55.6% |
BX | Buy | BLACKSTONE GROUP INC | $524,000 | +27.8% | 8,080 | +3.1% | 0.01% | +16.7% |
PSA | Buy | PUBLIC STORAGE | $545,000 | +18.7% | 2,359 | +14.5% | 0.01% | 0.0% |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $514,000 | +132.6% | 2,804 | +57.4% | 0.01% | +100.0% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $510,000 | +180.2% | 19,586 | +68.7% | 0.01% | +160.0% |
CHD | Buy | CHURCH & DWIGHT INC | $503,000 | -6.9% | 5,763 | +0.1% | 0.01% | -18.8% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $491,000 | +1.4% | 13,218 | +0.4% | 0.01% | -7.1% |
F | Buy | FORD MTR CO DEL | $500,000 | +45.3% | 56,886 | +10.3% | 0.01% | +30.0% |
PRU | Buy | PRUDENTIAL FINL INC | $477,000 | +29.6% | 6,113 | +5.5% | 0.01% | +18.2% |
ARKF | New | ARK ETF TRfintech innova | $494,000 | – | 9,946 | +100.0% | 0.01% | – |
EXPE | Buy | EXPEDIA GROUP INC | $503,000 | +74.7% | 3,800 | +20.9% | 0.01% | +44.4% |
CGC | Buy | CANOPY GROWTH CORP | $475,000 | +98.7% | 19,270 | +15.4% | 0.01% | +85.7% |
QUAL | New | ISHARES TRmsci usa qlt fct | $503,000 | – | 4,323 | +100.0% | 0.01% | – |
BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $475,000 | +28.4% | 20,565 | +27.4% | 0.01% | +18.2% |
FDMO | New | FIDELITY COVINGTON TRUSTmomentum factr | $460,000 | – | 10,396 | +100.0% | 0.01% | – |
SOXX | New | ISHARES TRphlx semicnd etf | $445,000 | – | 1,173 | +100.0% | 0.01% | – |
IBUY | Buy | AMPLIFY ETF TRonlin retl etf | $436,000 | +35.0% | 3,814 | +4.2% | 0.01% | +20.0% |
SONY | New | SONY CORPsponsored adr | $441,000 | – | 4,364 | +100.0% | 0.01% | – |
CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $438,000 | +80.2% | 20,185 | +25.8% | 0.01% | +71.4% |
PXF | Buy | INVESCO EXCH TRADED FD TR IIftse rafi dev | $461,000 | +19.7% | 10,859 | +0.0% | 0.01% | +9.1% |
PINS | Buy | PINTEREST INCcl a | $450,000 | +98.2% | 6,824 | +24.9% | 0.01% | +71.4% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $461,000 | +53.2% | 3,358 | +43.9% | 0.01% | +33.3% |
FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $442,000 | – | 8,084 | +100.0% | 0.01% | – |
IYK | Buy | ISHARES TRu.s. cnsm gd etf | $449,000 | +32.4% | 2,589 | +14.0% | 0.01% | +20.0% |
OIH | New | VANECK VECTORS ETF TRoil svcs etf | $457,000 | – | 2,967 | +100.0% | 0.01% | – |
PTY | Buy | PIMCO CORPORATE & INCOME OPP | $444,000 | +29.4% | 24,827 | +16.9% | 0.01% | +20.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $437,000 | +31.6% | 10,936 | +18.3% | 0.01% | +20.0% |
SE | New | SEA LTDsponsord ads | $443,000 | – | 2,224 | +100.0% | 0.01% | – |
DDOG | Buy | DATADOG INC | $461,000 | +92.1% | 4,682 | +99.7% | 0.01% | +71.4% |
XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $467,000 | +9.1% | 1,638 | +0.1% | 0.01% | -7.7% |
ABB | Buy | ABB LTDsponsored adr | $409,000 | +10.8% | 14,614 | +0.7% | 0.01% | 0.0% |
BHK | Buy | BLACKROCK CORE BD TR | $421,000 | +4.7% | 25,816 | +0.5% | 0.01% | -8.3% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $428,000 | +66.5% | 11,356 | +35.0% | 0.01% | +37.5% |
CTAS | Buy | CINTAS CORP | $416,000 | +6.4% | 1,177 | +0.3% | 0.01% | -8.3% |
NET | New | CLOUDFLARE INC | $401,000 | – | 5,278 | +100.0% | 0.01% | – |
GLW | Buy | CORNING INC | $417,000 | +11.2% | 11,591 | +0.2% | 0.01% | 0.0% |
DEO | Buy | DIAGEO PLCspon adr new | $417,000 | +22.3% | 2,625 | +6.0% | 0.01% | +10.0% |
DKNG | Buy | DRAFTKINGS INC | $417,000 | +36.7% | 8,962 | +72.8% | 0.01% | +22.2% |
FDS | Buy | FACTSET RESH SYS INC | $427,000 | +8.7% | 1,285 | +9.4% | 0.01% | -8.3% |
EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $421,000 | +42.2% | 20,076 | +29.3% | 0.01% | +22.2% |
IP | Buy | INTERNATIONAL PAPER CO | $417,000 | +26.4% | 8,378 | +2.9% | 0.01% | +10.0% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $431,000 | +43.2% | 28,253 | +38.1% | 0.01% | +22.2% |
IYF | Buy | ISHARES TRu.s. finls etf | $421,000 | +15.7% | 6,302 | +96.5% | 0.01% | 0.0% |
IMCB | Buy | ISHARES TRmrgstr md cp etf | $399,000 | +17.7% | 1,707 | +1.0% | 0.01% | +10.0% |
USIG | Buy | ISHARES TRusd inv grde etf | $400,000 | +2.8% | 6,456 | +0.9% | 0.01% | -8.3% |
TFLO | Buy | ISHARES TRtrs flt rt bd | $421,000 | +2.7% | 8,375 | +2.7% | 0.01% | -8.3% |
JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $411,000 | +23.4% | 9,140 | +3.1% | 0.01% | +10.0% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $422,000 | +36.6% | 3,194 | +2.2% | 0.01% | +22.2% |
KMI | Buy | KINDER MORGAN INC DEL | $405,000 | +25.8% | 29,594 | +13.6% | 0.01% | +10.0% |
LRCX | Buy | LAM RESEARCH CORP | $407,000 | +88.4% | 863 | +32.6% | 0.01% | +83.3% |
MS | New | MORGAN STANLEY | $430,000 | – | 6,519 | +100.0% | 0.01% | – |
PPL | Buy | PPL CORP | $413,000 | +3.8% | 14,636 | +0.1% | 0.01% | -8.3% |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $403,000 | – | 17,127 | +100.0% | 0.01% | – |
XBI | Buy | SPDR SER TRs&p biotech | $409,000 | +43.5% | 2,908 | +13.6% | 0.01% | +37.5% |
SLB | Buy | SCHLUMBERGER LTD | $428,000 | +119.5% | 19,626 | +57.0% | 0.01% | +83.3% |
VLO | Buy | VALERO ENERGY CORP | $402,000 | +43.1% | 7,102 | +9.6% | 0.01% | +37.5% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $422,000 | 0.0% | 6,850 | +0.8% | 0.01% | -15.4% |
SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $386,000 | +20.2% | 5,306 | +0.1% | 0.01% | 0.0% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $363,000 | +12.7% | 262 | +1.2% | 0.01% | 0.0% |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $364,000 | -1.4% | 37,317 | +2.2% | 0.01% | -9.1% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $397,000 | +38.8% | 4,548 | +33.3% | 0.01% | +25.0% |
HTEC | New | EXCHANGE TRADED CONCEPTS TRrobo gbl hltcr | $384,000 | – | 8,772 | +100.0% | 0.01% | – |
ISCV | Buy | ISHARES TRmrning sm cp etf | $388,000 | +32.9% | 2,752 | +0.0% | 0.01% | +11.1% |
UTG | New | REAVES UTIL INCOME FD | $362,000 | – | 11,048 | +100.0% | 0.01% | – |
VTR | Buy | VENTAS INC | $396,000 | +21.1% | 8,077 | +3.7% | 0.01% | 0.0% |
HRI | New | HERC HLDGS INC | $362,000 | – | 5,450 | +100.0% | 0.01% | – |
BDEC | New | INNOVATOR ETFS TRs&p 500 buffer e | $371,000 | – | 12,169 | +100.0% | 0.01% | – |
GM | Buy | GENERAL MTRS CO | $368,000 | +79.5% | 8,839 | +27.2% | 0.01% | +66.7% |
GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $387,000 | – | 5,103 | +100.0% | 0.01% | – |
STT | New | STATE STR CORP | $374,000 | – | 5,135 | +100.0% | 0.01% | – |
APD | Buy | AIR PRODS & CHEMS INC | $369,000 | +7.3% | 1,351 | +17.2% | 0.01% | 0.0% |
FBHS | New | FORTUNE BRANDS HOME & SEC IN | $365,000 | – | 4,261 | +100.0% | 0.01% | – |
CFR | Buy | CULLEN FROST BANKERS INC | $380,000 | +42.9% | 4,359 | +4.8% | 0.01% | +25.0% |
TFI | Buy | SPDR SER TRnuveen brc munic | $387,000 | +1.8% | 7,372 | +0.7% | 0.01% | -9.1% |
WKHS | Buy | WORKHORSE GROUP INC | $380,000 | -4.5% | 19,239 | +22.3% | 0.01% | -16.7% |
HSY | Buy | HERSHEY CO | $330,000 | +17.4% | 2,164 | +10.2% | 0.01% | +12.5% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $359,000 | +38.6% | 4,209 | +4.9% | 0.01% | +12.5% |
QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $348,000 | – | 4,949 | +100.0% | 0.01% | – |
FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $324,000 | +16.1% | 4,414 | +0.2% | 0.01% | +12.5% |
ESML | Buy | ISHARES TResg aware msci | $344,000 | +50.9% | 10,085 | +17.4% | 0.01% | +28.6% |
PULS | Buy | PGIM ETF TRultra short | $329,000 | +62.1% | 6,592 | +61.8% | 0.01% | +50.0% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $346,000 | +53.1% | 9,017 | +17.9% | 0.01% | +28.6% |
INMD | Buy | INMODE LTD | $347,000 | +47.7% | 7,290 | +12.3% | 0.01% | +28.6% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $322,000 | +34.2% | 2,334 | +0.0% | 0.01% | +28.6% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $342,000 | +26.2% | 3,000 | +95.3% | 0.01% | +12.5% |
CTXS | Buy | CITRIX SYS INC | $358,000 | -5.3% | 2,748 | +0.0% | 0.01% | -18.2% |
SJNK | Buy | SPDR SER TRbloomberg srt tr | $359,000 | +5.0% | 13,317 | +0.8% | 0.01% | -10.0% |
CW | New | CURTISS WRIGHT CORP | $325,000 | – | 2,796 | +100.0% | 0.01% | – |
SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $328,000 | – | 3,607 | +100.0% | 0.01% | – |
BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $331,000 | +13.0% | 14,164 | +10.4% | 0.01% | 0.0% |
VFC | Buy | V F CORP | $344,000 | +42.1% | 4,027 | +16.9% | 0.01% | +28.6% |
UHT | Buy | UNIVERSAL HEALTH RLTY INCM Tsh ben int | $342,000 | +17.5% | 5,329 | +4.5% | 0.01% | 0.0% |
NTNX | New | NUTANIX INCcl a | $311,000 | – | 9,741 | +100.0% | 0.01% | – |
DPZ | Buy | DOMINOS PIZZA INC | $308,000 | -4.3% | 803 | +6.1% | 0.01% | -20.0% |
SLQT | New | SELECTQUOTE INC | $285,000 | – | 13,750 | +100.0% | 0.01% | – |
OTIS | Buy | OTIS WORLDWIDE CORP | $293,000 | +10.2% | 4,328 | +1.5% | 0.01% | 0.0% |
VDE | New | VANGUARD WORLD FDSenergy etf | $319,000 | – | 6,163 | +100.0% | 0.01% | – |
WEC | Buy | WEC ENERGY GROUP INC | $311,000 | +17.4% | 3,377 | +23.7% | 0.01% | 0.0% |
K | Buy | KELLOGG CO | $306,000 | +30.8% | 4,911 | +35.3% | 0.01% | +14.3% |
PTLC | Buy | PACER FDS TRtrendp us lar cp | $285,000 | +14.5% | 8,709 | +3.1% | 0.01% | +14.3% |
CNS | New | COHEN & STEERS INC | $298,000 | – | 4,008 | +100.0% | 0.01% | – |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $284,000 | +56.9% | 30,384 | +38.3% | 0.01% | +60.0% |
JETS | Buy | ETF SER SOLUTIONSus glb jets | $312,000 | +78.3% | 13,964 | +34.3% | 0.01% | +60.0% |
XYL | New | XYLEM INC | $291,000 | – | 2,859 | +100.0% | 0.01% | – |
FNF | Buy | FIDELITY NATIONAL FINANCIAL | $300,000 | +24.5% | 7,685 | +0.0% | 0.01% | +14.3% |
LULU | Buy | LULULEMON ATHLETICA INC | $284,000 | +7.6% | 818 | +1.7% | 0.01% | 0.0% |
PCI | Buy | PIMCO DYNAMIC CR INCOME FD | $304,000 | +7.4% | 14,339 | +1.9% | 0.01% | 0.0% |
BOND | Buy | PIMCO ETF TRactive bd etf | $291,000 | +2.5% | 2,574 | +2.0% | 0.01% | 0.0% |
ETR | Buy | ENTERGY CORP NEW | $288,000 | +17.1% | 2,889 | +15.6% | 0.01% | +14.3% |
FMAT | New | FIDELITY COVINGTON TRUSTmsci matls index | $302,000 | – | 7,520 | +100.0% | 0.01% | – |
QDEL | New | QUIDEL CORP | $284,000 | – | 1,583 | +100.0% | 0.01% | – |
AMLP | New | ALPS ETF TRalerian mlp | $319,000 | – | 12,433 | +100.0% | 0.01% | – |
IBML | New | ISHARES TRibonds dec2023 | $304,000 | – | 11,624 | +100.0% | 0.01% | – |
OMC | Buy | OMNICOM GROUP INC | $298,000 | +36.1% | 4,770 | +7.7% | 0.01% | +14.3% |
ADI | New | ANALOG DEVICES INC | $284,000 | – | 1,924 | +100.0% | 0.01% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $318,000 | – | 8,836 | +100.0% | 0.01% | – |
QLTA | New | ISHARES TRa rate cp bd etf | $321,000 | – | 5,480 | +100.0% | 0.01% | – |
WPC | Buy | WP CAREY INC | $284,000 | +20.3% | 4,024 | +11.2% | 0.01% | +14.3% |
PNM | Buy | PNM RES INC | $289,000 | +18.0% | 5,953 | +0.6% | 0.01% | +14.3% |
VTHR | Buy | VANGUARD SCOTTSDALE FDSvng rus3000idx | $319,000 | +54.1% | 1,833 | +34.8% | 0.01% | +33.3% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $301,000 | +38.1% | 4,554 | +4.9% | 0.01% | +33.3% |
BFA | New | BROWN FORMAN CORPcl a | $302,000 | – | 4,117 | +100.0% | 0.01% | – |
VTRS | New | VIATRIS INC | $259,000 | – | 13,804 | +100.0% | 0.01% | – |
PRK | New | PARK NATL CORP | $253,000 | – | 2,414 | +100.0% | 0.01% | – |
MTCH | New | MATCH GROUP INC NEW | $251,000 | – | 1,663 | +100.0% | 0.01% | – |
MGM | New | MGM RESORTS INTERNATIONAL | $254,000 | – | 8,077 | +100.0% | 0.01% | – |
PAWZ | New | PROSHARES TRpet care etf | $268,000 | – | 3,730 | +100.0% | 0.01% | – |
DGX | Buy | QUEST DIAGNOSTICS INC | $250,000 | +8.2% | 2,096 | +3.6% | 0.01% | 0.0% |
BYLD | Buy | ISHARES TRyld optim bd | $278,000 | +21.4% | 10,745 | +20.6% | 0.01% | 0.0% |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $248,000 | +0.8% | 4,746 | +0.7% | 0.01% | 0.0% |
IWL | Buy | ISHARES TRrus top 200 etf | $265,000 | +19.9% | 2,933 | +7.8% | 0.01% | 0.0% |
IGSB | Buy | ISHARES TR | $265,000 | +10.4% | 4,805 | +9.7% | 0.01% | 0.0% |
NYF | New | ISHARES TRnew york mun etf | $271,000 | – | 4,654 | +100.0% | 0.01% | – |
EMB | Buy | ISHARES TRjpmorgan usd emg | $257,000 | +20.1% | 2,219 | +14.9% | 0.01% | +16.7% |
SPTL | Buy | SPDR SER TRportfolio ln tsr | $279,000 | +24.0% | 6,184 | +28.4% | 0.01% | 0.0% |
IGM | Buy | ISHARES TRexpnd tec sc etf | $262,000 | +20.7% | 747 | +6.4% | 0.01% | +16.7% |
IRM | Buy | IRON MTN INC NEW | $281,000 | +14.2% | 9,548 | +3.9% | 0.01% | 0.0% |
PSI | New | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $247,000 | – | 2,347 | +100.0% | 0.01% | – |
HCA | Buy | HCA HEALTHCARE INC | $279,000 | +35.4% | 1,696 | +2.5% | 0.01% | +16.7% |
QDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe grwt100 | $282,000 | – | 14,059 | +100.0% | 0.01% | – |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $272,000 | +14.3% | 5,012 | +15.1% | 0.01% | 0.0% |
ES | Buy | EVERSOURCE ENERGY | $254,000 | +25.7% | 2,936 | +21.3% | 0.01% | +16.7% |
UL | New | UNILEVER PLCspon adr new | $266,000 | – | 4,402 | +100.0% | 0.01% | – |
DTE | Buy | DTE ENERGY CO | $252,000 | +5.9% | 2,072 | +0.0% | 0.01% | 0.0% |
AMAT | New | APPLIED MATLS INC | $283,000 | – | 3,278 | +100.0% | 0.01% | – |
FLV | Buy | AMERICAN CENTY ETF TRfocused lrg cap | $246,000 | +13.4% | 4,534 | +0.3% | 0.01% | +16.7% |
VIAC | Buy | VIACOMCBS INCcl b | $283,000 | +40.8% | 7,585 | +6.0% | 0.01% | +16.7% |
NEM | Buy | NEWMONT CORP | $250,000 | +5.9% | 4,172 | +12.4% | 0.01% | 0.0% |
ALK | New | ALASKA AIR GROUP INC | $272,000 | – | 5,223 | +100.0% | 0.01% | – |
NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $267,000 | +18.7% | 9,147 | +4.1% | 0.01% | 0.0% |
QTRX | New | QUANTERIX CORP | $225,000 | – | 4,842 | +100.0% | 0.01% | – |
WRB | Buy | BERKLEY W R CORP | $236,000 | +8.8% | 3,546 | +0.1% | 0.01% | 0.0% |
CAF | Buy | MORGAN STANLEY CHINA A SH FD | $217,000 | +7.4% | 9,819 | +2.8% | 0.01% | 0.0% |
BLL | Buy | BALL CORP | $235,000 | +14.6% | 2,514 | +2.2% | 0.01% | 0.0% |
BCE | Buy | BCE INC | $229,000 | +8.5% | 5,354 | +5.1% | 0.01% | 0.0% |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $233,000 | +57.4% | 18,431 | +14.5% | 0.01% | +50.0% |
ADM | New | ARCHER DANIELS MIDLAND CO | $220,000 | – | 4,368 | +100.0% | 0.01% | – |
FOCT | New | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $212,000 | – | 6,700 | +100.0% | 0.01% | – |
OFLX | New | OMEGA FLEX INC | $219,000 | – | 1,500 | +100.0% | 0.01% | – |
NVAX | New | NOVAVAX INC | $229,000 | – | 2,052 | +100.0% | 0.01% | – |
MCO | Buy | MOODYS CORP | $220,000 | 0.0% | 759 | +0.1% | 0.01% | -14.3% |
ALL | New | ALLSTATE CORP | $238,000 | – | 2,158 | +100.0% | 0.01% | – |
KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $212,000 | +45.2% | 36,888 | +0.9% | 0.01% | +50.0% |
ASA | Buy | ASA GOLD AND PRECIOUS MTLS L | $215,000 | +5.9% | 9,838 | +3.3% | 0.01% | 0.0% |
QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $235,000 | – | 3,133 | +100.0% | 0.01% | – |
SNPS | New | SYNOPSYS INC | $215,000 | – | 831 | +100.0% | 0.01% | – |
RCS | Buy | PIMCO STRATEGIC INCOME FD | $228,000 | +11.2% | 32,904 | +2.9% | 0.01% | 0.0% |
A | New | AGILENT TECHNOLOGIES INC | $209,000 | – | 1,764 | +100.0% | 0.01% | – |
ECL | New | ECOLAB INC | $210,000 | – | 970 | +100.0% | 0.01% | – |
LGLV | New | SPDR SER TRssga us lrg etf | $216,000 | – | 1,799 | +100.0% | 0.01% | – |
TIPZ | Buy | PIMCO ETF TRbroad us tips | $232,000 | +1.3% | 3,548 | +0.7% | 0.01% | -14.3% |
MTB | New | M & T BK CORP | $214,000 | – | 1,678 | +100.0% | 0.01% | – |
URTH | Buy | ISHARES INCmsci world etf | $239,000 | +13.8% | 2,124 | +0.7% | 0.01% | 0.0% |
JNK | New | SPDR SER TRbloomberg brclys | $229,000 | – | 2,105 | +100.0% | 0.01% | – |
XOP | New | SPDR SER TRs&p oilgas exp | $237,000 | – | 4,050 | +100.0% | 0.01% | – |
CHGG | New | CHEGG INC | $227,000 | – | 2,509 | +100.0% | 0.01% | – |
CERN | Buy | CERNER CORP | $221,000 | +8.9% | 2,818 | +0.2% | 0.01% | 0.0% |
IJK | New | ISHARES TRs&p mc 400gr etf | $215,000 | – | 2,984 | +100.0% | 0.01% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $216,000 | – | 2,885 | +100.0% | 0.01% | – |
CNI | Buy | CANADIAN NATL RY CO | $215,000 | +6.4% | 1,958 | +3.3% | 0.01% | 0.0% |
VFH | New | VANGUARD WORLD FDSfinancials etf | $235,000 | – | 3,225 | +100.0% | 0.01% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $216,000 | – | 1,402 | +100.0% | 0.01% | – |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $234,000 | – | 1,531 | +100.0% | 0.01% | – |
YETI | New | YETI HLDGS INC | $219,000 | – | 3,200 | +100.0% | 0.01% | – |
SWK | New | STANLEY BLACK & DECKER INC | $240,000 | – | 1,344 | +100.0% | 0.01% | – |
SLYG | New | SPDR SER TRs&p 600 smcp grw | $245,000 | – | 3,207 | +100.0% | 0.01% | – |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $238,000 | 0.0% | 4,617 | +0.1% | 0.01% | -14.3% |
IQLT | New | ISHARES TRmsci intl qualty | $228,000 | – | 6,404 | +100.0% | 0.01% | – |
XLNX | New | XILINX INC | $209,000 | – | 1,473 | +100.0% | 0.01% | – |
AFL | New | AFLAC INC | $210,000 | – | 4,732 | +100.0% | 0.01% | – |
LMND | New | LEMONADE INC | $210,000 | – | 1,715 | +100.0% | 0.01% | – |
HII | New | HUNTINGTON INGALLS INDS INC | $215,000 | – | 1,260 | +100.0% | 0.01% | – |
FRPT | New | FRESHPET INC | $238,000 | – | 1,676 | +100.0% | 0.01% | – |
SCI | New | SERVICE CORP INTL | $200,000 | – | 4,079 | +100.0% | 0.01% | – |
UNFI | New | UNITED NAT FOODS INC | $192,000 | – | 12,000 | +100.0% | 0.01% | – |
U | New | UNITY SOFTWARE INC | $206,000 | – | 1,340 | +100.0% | 0.01% | – |
PJUL | New | INNOVATOR ETFS TRs&p 500 pwr | $207,000 | – | 7,181 | +100.0% | 0.01% | – |
FIVG | New | ETF SER SOLUTIONSdefiance next | $201,000 | – | 5,971 | +100.0% | 0.01% | – |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $208,000 | – | 1,309 | +100.0% | 0.01% | – |
QYLD | New | GLOBAL X FDSnasdaq 100 cover | $208,000 | – | 9,129 | +100.0% | 0.01% | – |
GPN | New | GLOBAL PMTS INC | $206,000 | – | 955 | +100.0% | 0.01% | – |
CG | New | CARLYLE GROUP INC | $203,000 | – | 6,473 | +100.0% | 0.01% | – |
ADSK | New | AUTODESK INC | $205,000 | – | 673 | +100.0% | 0.01% | – |
PHM | Buy | PULTE GROUP INC | $202,000 | -4.7% | 4,687 | +2.3% | 0.01% | -16.7% |
VER | New | VEREIT INC | $203,000 | – | 5,362 | +100.0% | 0.01% | – |
WDR | New | WADDELL & REED FINL INCcl a | $200,000 | – | 7,851 | +100.0% | 0.01% | – |
FSKR | New | FS KKR CAP CORP II | $179,000 | – | 10,896 | +100.0% | 0.01% | – |
YOLO | New | ADVISORSHARES TRpure cannabis | $171,000 | – | 10,041 | +100.0% | 0.01% | – |
PMX | Buy | PIMCO MUN INCOME FD III | $169,000 | +5.6% | 14,249 | +1.4% | 0.00% | -20.0% |
PHT | Buy | PIONEER HIGH INCOME TR | $147,000 | +12.2% | 16,475 | +0.2% | 0.00% | 0.0% |
PML | Buy | PIMCO MUN INCOME FD II | $160,000 | +7.4% | 11,221 | +1.4% | 0.00% | 0.0% |
NDP | New | TORTOISE ENERGY INDEPENDENC | $166,000 | – | 12,507 | +100.0% | 0.00% | – |
PANA | New | PANACEA ACQUISITION CORPcl a | $117,000 | – | 10,000 | +100.0% | 0.00% | – |
NRZ | Buy | NEW RESIDENTIAL INVT CORP | $106,000 | +27.7% | 10,684 | +2.0% | 0.00% | +50.0% |
SAN | Buy | BANCO SANTANDER S.A.adr | $102,000 | +292.3% | 33,575 | +139.0% | 0.00% | +200.0% |
CRON | New | CRONOS GROUP INC | $112,000 | – | 16,132 | +100.0% | 0.00% | – |
ET | Buy | ENERGY TRANSFER LP | $131,000 | +14.9% | 21,239 | +0.8% | 0.00% | 0.0% |
RRC | Buy | RANGE RES CORP | $83,000 | +6.4% | 12,261 | +4.2% | 0.00% | 0.0% |
PZN | New | PZENA INVT MGMT INCclass a | $75,000 | – | 10,220 | +100.0% | 0.00% | – |
PLM | Buy | POLYMET MNG CORP | $60,000 | -1.6% | 17,570 | +5.0% | 0.00% | 0.0% |
DHY | New | CREDIT SUISSE HIGH YIELD BDsh ben int | $63,000 | – | 27,699 | +100.0% | 0.00% | – |
AMC | New | AMC ENTMT HLDGS INC | $27,000 | – | 12,896 | +100.0% | 0.00% | – |
VVR | Buy | INVESCO SR INCOME TR | $42,000 | +10.5% | 10,460 | +1.7% | 0.00% | 0.0% |
IRR | Buy | VOYA NAT RES EQUITY INCOME F | $42,000 | +68.0% | 16,583 | +61.1% | 0.00% | 0.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 40 | Q3 2023 | 25.6% |
VANGUARD BD INDEX FDS | 40 | Q3 2023 | 13.2% |
VANGUARD INDEX FDS | 40 | Q3 2023 | 7.0% |
VANGUARD WORLD FD | 40 | Q3 2023 | 5.3% |
VANGUARD WORLD FD | 40 | Q3 2023 | 4.8% |
VANGUARD SCOTTSDALE FDS | 40 | Q3 2023 | 4.9% |
VANGUARD TAX-MANAGED INTL FD | 40 | Q3 2023 | 4.3% |
ISHARES INC | 40 | Q3 2023 | 5.3% |
VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 3.6% |
VANGUARD SPECIALIZED PORTFOL | 40 | Q3 2023 | 2.5% |
View LINCOLN NATIONAL CORP's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
TEXOIL INC /NV/ | January 30, 2001 | ? | ? |
TEXOIL INC /NV/ | February 09, 2000 | ? | ? |
View LINCOLN NATIONAL CORP's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
ARS | 2024-04-11 |
DEF 14A | 2024-04-11 |
DEFA14A | 2024-04-11 |
FWP | 2024-04-09 |
4 | 2024-04-02 |
4 | 2024-04-02 |
4 | 2024-04-02 |
4 | 2024-04-02 |
4 | 2024-04-02 |
4 | 2024-04-02 |
View LINCOLN NATIONAL CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.