$4.76 Billion is the total value of LINCOLN NATIONAL CORP's 1703 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 18.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $282,210,353 | +7.0% | 1,382,706 | +0.2% | 5.93% | -0.6% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $226,887,528 | +16.4% | 1,109,421 | -2.0% | 4.77% | +8.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $222,489,809 | +4.6% | 2,908,744 | +3.0% | 4.68% | -2.8% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $205,722,519 | +4.1% | 7,713,630 | +0.6% | 4.32% | -3.3% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $184,203,749 | +0.6% | 1,823,438 | +2.4% | 3.87% | -6.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $165,566,400 | +7.2% | 3,384,432 | +3.9% | 3.48% | -0.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $150,751,796 | +3.7% | 2,819,371 | -2.8% | 3.17% | -3.7% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $145,039,593 | +5.0% | 3,210,972 | -2.4% | 3.05% | -2.5% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $131,746,856 | +4.5% | 1,719,035 | -1.3% | 2.77% | -3.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $127,094,317 | +3.8% | 2,730,275 | +1.5% | 2.67% | -3.6% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $124,013,767 | +5.8% | 1,616,025 | +2.5% | 2.61% | -1.7% |
| AAPL | Buy | APPLE INC | $116,502,744 | +27.8% | 706,505 | +0.7% | 2.45% | +18.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $111,309,493 | +2.7% | 722,742 | +1.3% | 2.34% | -4.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $92,196,145 | +5.3% | 1,889,652 | +0.8% | 1.94% | -2.2% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $76,758,403 | +3.8% | 1,131,796 | -1.5% | 1.61% | -3.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $75,447,494 | +4.5% | 1,867,512 | +0.9% | 1.59% | -2.9% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $71,743,641 | +2.7% | 1,177,090 | -6.6% | 1.51% | -4.6% |
| MSFT | Buy | MICROSOFT CORP | $57,191,508 | +24.6% | 198,375 | +3.6% | 1.20% | +15.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $53,692,598 | +5.4% | 131,153 | -1.5% | 1.13% | -2.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $40,877,990 | -1.7% | 274,920 | +0.2% | 0.86% | -8.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $39,235,522 | -0.7% | 292,650 | +0.2% | 0.82% | -7.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $38,206,367 | +13.7% | 92,941 | +6.3% | 0.80% | +5.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $36,673,160 | +0.3% | 230,997 | +0.3% | 0.77% | -6.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $36,422,919 | +24.2% | 113,492 | +3.0% | 0.76% | +15.2% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $35,217,361 | +7.9% | 180,703 | -0.5% | 0.74% | +0.1% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $32,621,548 | +6.9% | 150,740 | -0.9% | 0.69% | -0.6% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $32,206,327 | -15.9% | 1,263,984 | -19.9% | 0.68% | -21.9% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $30,356,446 | +0.7% | 603,268 | +0.4% | 0.64% | -6.5% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $27,313,601 | +4.7% | 250,033 | -1.5% | 0.57% | -2.7% |
| AMZN | Buy | AMAZON COM INC | $26,712,245 | +28.1% | 258,614 | +4.2% | 0.56% | +18.9% |
| PJAN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $26,398,662 | +44.4% | 794,901 | +37.0% | 0.56% | +34.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $25,407,477 | +11.6% | 103,988 | -2.1% | 0.53% | +3.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $24,667,543 | +4.0% | 79,890 | +4.0% | 0.52% | -3.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $24,595,681 | +23.1% | 336,191 | +27.1% | 0.52% | +14.4% |
| VOO | Buy | VANGUARD INDEX FDS | $23,153,766 | +18.3% | 61,568 | +10.5% | 0.49% | +9.9% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $22,419,794 | +13.2% | 408,226 | +10.1% | 0.47% | +5.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $21,220,411 | +0.6% | 139,369 | +0.2% | 0.45% | -6.5% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $21,059,428 | -2.2% | 519,089 | -0.4% | 0.44% | -9.0% |
| XOM | Buy | EXXON MOBIL CORP | $19,431,051 | +1.6% | 177,194 | +2.2% | 0.41% | -5.8% |
| DGRO | Buy | ISHARES TRcore div grwth | $18,718,516 | +2.4% | 374,445 | +2.5% | 0.39% | -4.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $16,923,533 | +4.0% | 122,537 | +5.7% | 0.36% | -3.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $16,666,502 | +16.5% | 160,672 | -0.9% | 0.35% | +8.0% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $15,897,852 | +22.9% | 326,646 | +18.0% | 0.33% | +14.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $15,190,659 | -20.3% | 98,004 | -9.2% | 0.32% | -26.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $15,120,250 | +29.8% | 60,617 | +10.9% | 0.32% | +20.5% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $14,802,965 | +15.1% | 473,392 | +7.0% | 0.31% | +6.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $14,604,157 | +7.3% | 69,241 | +3.6% | 0.31% | -0.3% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $14,463,191 | -3.6% | 137,091 | -1.1% | 0.30% | -10.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $14,444,635 | +19.2% | 138,891 | +1.7% | 0.30% | +10.9% |
| NVDA | Sell | NVIDIA CORPORATION | $14,331,930 | +60.6% | 51,596 | -15.5% | 0.30% | +49.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $13,417,234 | -3.0% | 102,964 | -0.2% | 0.28% | -9.9% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $13,109,519 | +48.4% | 99,307 | +23.1% | 0.28% | +37.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $12,953,911 | -0.4% | 155,996 | -1.1% | 0.27% | -7.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $12,843,847 | +62.1% | 179,584 | +48.8% | 0.27% | +50.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $12,859,554 | +13.9% | 129,060 | +10.8% | 0.27% | +5.5% |
| CVX | Sell | CHEVRON CORP NEW | $11,740,858 | -10.2% | 71,960 | -1.2% | 0.25% | -16.6% |
| ABBV | Buy | ABBVIE INC | $11,642,456 | +5.7% | 73,053 | +7.2% | 0.24% | -1.6% |
| ETN | Sell | EATON CORP PLC | $11,448,485 | +9.1% | 66,817 | -0.1% | 0.24% | +1.7% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $11,398,910 | +29.5% | 389,973 | +25.8% | 0.24% | +20.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $11,411,317 | +8.1% | 22,966 | -0.7% | 0.24% | +0.4% |
| GLD | Buy | SPDR GOLD TR | $11,317,950 | +66.0% | 61,772 | +53.7% | 0.24% | +54.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $10,933,510 | +1.5% | 88,380 | +2.6% | 0.23% | -5.7% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $10,866,894 | +8.9% | 75,141 | +6.4% | 0.23% | +0.9% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $10,586,011 | +2.3% | 263,596 | +1.6% | 0.22% | -5.1% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $10,072,876 | +3.0% | 405,510 | +0.5% | 0.21% | -4.1% |
| TSLA | Buy | TESLA INC | $9,933,185 | +78.5% | 47,880 | +6.0% | 0.21% | +65.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $9,826,791 | -1.2% | 55,083 | -3.5% | 0.21% | -8.0% |
| HD | Sell | HOME DEPOT INC | $9,751,062 | -10.1% | 33,041 | -3.8% | 0.20% | -16.3% |
| V | Sell | VISA INC | $9,313,111 | +7.5% | 41,307 | -0.9% | 0.20% | 0.0% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $9,221,575 | +13.9% | 278,345 | +7.5% | 0.19% | +6.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,883,174 | +2.6% | 91,863 | +0.4% | 0.19% | -4.6% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $8,452,237 | +76.0% | 324,462 | +67.4% | 0.18% | +63.3% |
| TXG | Sell | 10X GENOMICS INC | $8,379,993 | +35.1% | 150,206 | -11.8% | 0.18% | +25.7% |
| EJAN | Buy | INNOVATOR ETFS TRemrgng mkt jan | $8,244,222 | +792.7% | 292,452 | +761.7% | 0.17% | +723.8% |
| MRK | Sell | MERCK & CO INC | $8,020,984 | -5.4% | 75,392 | -1.4% | 0.17% | -12.0% |
| PDEC | Sell | INNOVATOR ETFS TRus eqty pwr buf | $8,054,974 | +1.6% | 256,120 | -3.4% | 0.17% | -5.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $7,938,517 | -6.9% | 31,734 | -10.0% | 0.17% | -13.5% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7,963,288 | -0.2% | 109,176 | +2.5% | 0.17% | -7.7% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $7,765,504 | -4.2% | 93,752 | +1.2% | 0.16% | -10.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $7,707,141 | +9.7% | 40,658 | +6.2% | 0.16% | +1.9% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $7,684,692 | +21.3% | 308,127 | +14.7% | 0.16% | +12.6% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $7,593,549 | +6.9% | 192,436 | +2.7% | 0.16% | -0.6% |
| MUB | Buy | ISHARES TRnational mun etf | $7,480,717 | +12.7% | 69,433 | +10.4% | 0.16% | +4.7% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $7,411,255 | -0.3% | 69,785 | -1.1% | 0.16% | -7.1% |
| SBUX | Buy | STARBUCKS CORP | $7,439,189 | +6.4% | 71,441 | +1.4% | 0.16% | -1.3% |
| Buy | CAPITAL GROUP GROWTH ETF | $7,401,198 | +24.6% | 329,528 | +10.6% | 0.16% | +16.4% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $7,275,573 | -25.8% | 15,391 | -23.6% | 0.15% | -31.1% |
| DIS | Buy | DISNEY WALT CO | $7,152,556 | +23.3% | 71,432 | +7.0% | 0.15% | +14.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $6,838,412 | -30.9% | 68,901 | -31.4% | 0.14% | -35.7% |
| MCD | Sell | MCDONALDS CORP | $6,842,243 | +0.7% | 24,471 | -5.1% | 0.14% | -6.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $6,761,257 | -5.9% | 14,307 | +5.6% | 0.14% | -12.9% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $6,758,772 | +26.3% | 64,566 | +25.8% | 0.14% | +17.4% |
| AVGO | Sell | BROADCOM INC | $6,641,600 | +11.9% | 10,353 | -2.4% | 0.14% | +4.5% |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $6,614,830 | +19.1% | 286,853 | +8.5% | 0.14% | +10.3% | |
| Buy | CAPITAL GROUP FIXED INCOME Ecore plus incm | $6,404,198 | +49.9% | 281,009 | +46.6% | 0.14% | +39.2% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $6,325,481 | +15.4% | 162,650 | +17.0% | 0.13% | +7.3% |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $6,334,661 | +535.4% | 166,352 | +522.4% | 0.13% | +478.3% |
| FB | Buy | META PLATFORMS INCcl a | $6,296,712 | +83.4% | 29,710 | +4.2% | 0.13% | +69.2% |
| NKE | Sell | NIKE INCcl b | $6,170,843 | +3.9% | 50,317 | -0.8% | 0.13% | -3.0% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $6,208,381 | -0.3% | 128,938 | -6.9% | 0.13% | -7.8% |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $6,082,798 | – | 130,841 | +100.0% | 0.13% | – |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $5,895,282 | -12.3% | 59,476 | -15.2% | 0.12% | -18.4% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $5,915,539 | +6.8% | 31,666 | -0.4% | 0.12% | -0.8% |
| ABT | Buy | ABBOTT LABS | $5,815,662 | -2.9% | 57,433 | +5.3% | 0.12% | -9.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,685,668 | +3.8% | 12,403 | +0.2% | 0.12% | -4.0% |
| PLD | Buy | PROLOGIS INC. | $5,633,304 | +15.0% | 45,150 | +3.9% | 0.12% | +6.3% |
| ESGU | Buy | ISHARES TResg awr msci usa | $5,407,050 | +14.7% | 59,779 | +7.4% | 0.11% | +6.5% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $5,428,501 | +1355.7% | 184,204 | +1233.7% | 0.11% | +1325.0% |
| PEP | Sell | PEPSICO INC | $5,409,131 | -0.3% | 29,672 | -1.2% | 0.11% | -7.3% |
| CAT | Buy | CATERPILLAR INC | $5,387,037 | +6.5% | 23,541 | +11.4% | 0.11% | -0.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,273,108 | +10.7% | 151,526 | +2.4% | 0.11% | +2.8% |
| BELPOINTE PREP LLCunit rp ltd lb a | $5,159,000 | -6.2% | 55,000 | 0.0% | 0.11% | -12.9% | ||
| IXC | Buy | ISHARES TRglobal energ etf | $5,106,981 | -1.3% | 135,249 | +1.9% | 0.11% | -8.5% |
| FDHY | Buy | FIDELITY COVINGTON TRUSThigh yild etf | $5,076,446 | +16.7% | 107,529 | +13.7% | 0.11% | +9.2% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $5,043,743 | +154.9% | 92,376 | +154.4% | 0.11% | +135.6% |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $4,991,605 | +8.6% | 162,699 | +3.6% | 0.10% | +1.0% |
| PFE | Buy | PFIZER INC | $4,964,852 | -19.7% | 121,688 | +0.9% | 0.10% | -25.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $4,808,461 | -13.8% | 10,414 | +1.9% | 0.10% | -19.8% |
| PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $4,795,345 | -6.8% | 150,797 | -11.6% | 0.10% | -12.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $4,770,832 | -6.9% | 36,394 | +0.1% | 0.10% | -13.8% |
| FDLO | Sell | FIDELITY COVINGTON TRUSTlow volity etf | $4,733,850 | -9.0% | 99,702 | -11.5% | 0.10% | -16.1% |
| PMAR | Buy | INNOVATOR ETFS TRus eqty pwr buf | $4,727,156 | +10.3% | 146,943 | +5.4% | 0.10% | +2.1% |
| TGT | Buy | TARGET CORP | $4,699,585 | +22.3% | 28,374 | +10.1% | 0.10% | +13.8% |
| ICF | Sell | ISHARES TRcohen steer reit | $4,569,760 | -5.4% | 82,279 | -6.6% | 0.10% | -11.9% |
| CSCO | Buy | CISCO SYS INC | $4,584,655 | +13.0% | 87,702 | +3.0% | 0.10% | +4.3% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $4,589,039 | +5.6% | 102,275 | +3.3% | 0.10% | -2.0% |
| NFLX | Buy | NETFLIX INC | $4,536,498 | +64.2% | 13,131 | +40.1% | 0.10% | +50.8% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $4,457,020 | +30.8% | 192,196 | +17.5% | 0.09% | +22.1% | |
| PMAY | Buy | INNOVATOR ETFS TRus eqty pwr buf | $4,440,845 | +3.8% | 154,089 | +1.2% | 0.09% | -4.1% |
| LLY | Buy | LILLY ELI & CO | $4,444,704 | -4.6% | 12,943 | +1.6% | 0.09% | -11.4% |
| Buy | CAPITAL GROUP CORE EQUITY ET | $4,203,249 | +21.8% | 177,427 | +15.5% | 0.09% | +12.8% | |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $4,201,999 | +0.3% | 39,078 | +1.4% | 0.09% | -7.4% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $4,169,638 | -6.8% | 39,199 | -12.8% | 0.09% | -12.9% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $4,112,301 | +109.5% | 19,574 | +60.2% | 0.09% | +95.5% |
| DE | Buy | DEERE & CO | $4,105,671 | -2.4% | 9,944 | +1.3% | 0.09% | -9.5% |
| KO | Sell | COCA COLA CO | $4,069,321 | -30.5% | 65,602 | -28.8% | 0.09% | -35.3% |
| BAC | Buy | BANK AMERICA CORP | $4,074,548 | -6.4% | 142,467 | +8.4% | 0.09% | -13.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $4,060,455 | +1.5% | 17,793 | +10.3% | 0.08% | -6.6% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $4,027,289 | +114.7% | 85,778 | +111.5% | 0.08% | +102.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,002,315 | -3.6% | 52,504 | -4.9% | 0.08% | -10.6% |
| POOL | Buy | POOL CORP | $4,007,115 | +23.7% | 11,702 | +9.2% | 0.08% | +15.1% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest u s eq | $3,936,230 | +6.3% | 121,405 | +1.4% | 0.08% | -1.2% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,935,099 | +45.7% | 56,775 | +51.3% | 0.08% | +36.1% |
| FBCG | Buy | FIDELITY COVINGTON TRUSTblue chip grwth | $3,965,726 | +824.8% | 155,763 | +666.1% | 0.08% | +730.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,886,940 | +2.1% | 6,744 | -2.5% | 0.08% | -4.7% |
| SHW | Buy | SHERWIN WILLIAMS CO | $3,837,197 | -1.6% | 17,072 | +3.9% | 0.08% | -8.0% |
| CRM | Sell | SALESFORCE INC | $3,855,554 | +47.3% | 19,299 | -2.2% | 0.08% | +37.3% |
| T | Sell | AT&T INC | $3,858,484 | +3.3% | 200,441 | -1.2% | 0.08% | -4.7% |
| PAPR | Buy | INNOVATOR ETFS TRus eqt pwr buf | $3,828,027 | +26.3% | 130,205 | +20.6% | 0.08% | +15.9% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $3,760,418 | +4.3% | 76,230 | +0.4% | 0.08% | -3.7% |
| MO | Buy | ALTRIA GROUP INC | $3,736,332 | -1.7% | 83,737 | +0.7% | 0.08% | -8.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,756,511 | +15.4% | 24,876 | -4.9% | 0.08% | +6.8% |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $3,725,135 | -1.7% | 117,772 | -6.6% | 0.08% | -9.3% |
| WMT | Sell | WALMART INC | $3,726,371 | +0.2% | 25,272 | -3.7% | 0.08% | -7.1% |
| INTC | Buy | INTEL CORP | $3,722,815 | +73.2% | 113,952 | +40.1% | 0.08% | +59.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,643,403 | -1.6% | 37,204 | +1.4% | 0.08% | -8.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $3,671,903 | +3.7% | 68,024 | +1.0% | 0.08% | -3.8% |
| PJUN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $3,624,499 | +13.7% | 117,773 | +9.9% | 0.08% | +5.6% |
| FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $3,613,153 | +3.6% | 80,026 | +2.8% | 0.08% | -3.8% |
| MS | Buy | MORGAN STANLEY | $3,586,085 | +5.0% | 41,183 | +1.6% | 0.08% | -2.6% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $3,499,650 | +27.3% | 226,368 | +16.1% | 0.07% | +19.4% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $3,505,848 | +10.6% | 38,424 | +9.1% | 0.07% | +2.8% |
| BA | Sell | BOEING CO | $3,470,031 | +10.8% | 16,335 | -0.6% | 0.07% | +2.8% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $3,451,766 | +7.6% | 72,945 | +0.0% | 0.07% | 0.0% |
| HCA | Buy | HCA HEALTHCARE INC | $3,475,618 | +15.0% | 13,181 | +4.7% | 0.07% | +7.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,432,851 | -31.2% | 9,446 | -34.2% | 0.07% | -36.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $3,382,810 | +10.5% | 48,381 | +6.6% | 0.07% | +2.9% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $3,344,313 | +12.4% | 94,286 | +13.6% | 0.07% | +4.5% |
| SO | Sell | SOUTHERN CO | $3,327,473 | -5.5% | 47,822 | -3.1% | 0.07% | -12.5% |
| FSLR | Buy | FIRST SOLAR INC | $3,271,635 | +54.8% | 15,042 | +6.6% | 0.07% | +43.8% |
| NEE | Sell | NEXTERA ENERGY INC | $3,255,513 | -41.7% | 42,236 | -36.8% | 0.07% | -46.0% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $3,259,200 | +39.1% | 7 | +40.0% | 0.07% | +28.3% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $3,191,895 | -3.5% | 40,927 | -11.2% | 0.07% | -10.7% |
| ORCL | Buy | ORACLE CORP | $3,172,155 | +22.2% | 34,138 | +7.5% | 0.07% | +13.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,137,513 | -2.7% | 43,133 | -3.5% | 0.07% | -9.6% |
| PRN | Buy | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $3,081,249 | +12.9% | 32,478 | +2.8% | 0.06% | +4.8% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,092,481 | +16.0% | 15,942 | +4.0% | 0.06% | +8.3% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $2,967,917 | +72.8% | 51,688 | +68.9% | 0.06% | +59.0% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $2,963,295 | +2.1% | 61,799 | -12.8% | 0.06% | -6.1% |
| TIP | Sell | ISHARES TRtips bd etf | $2,946,664 | -15.5% | 26,728 | -18.4% | 0.06% | -21.5% |
| GIS | Buy | GENERAL MLS INC | $2,900,844 | +3.6% | 33,944 | +1.6% | 0.06% | -3.2% |
| ITA | Buy | ISHARES TRus aer def etf | $2,893,177 | +20.0% | 25,140 | +16.7% | 0.06% | +10.9% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,914,755 | -22.2% | 90,661 | -17.2% | 0.06% | -28.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $2,854,352 | -9.1% | 28,765 | -11.1% | 0.06% | -15.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,807,757 | +8.5% | 28,872 | +12.9% | 0.06% | 0.0% |
| IDXX | Buy | IDEXX LABS INC | $2,796,948 | +783.5% | 5,593 | +620.7% | 0.06% | +742.9% |
| BIIB | Buy | BIOGEN INC | $2,820,058 | +21.2% | 10,143 | +20.8% | 0.06% | +11.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,746,362 | +147.9% | 54,212 | +142.2% | 0.06% | +132.0% |
| FDX | Buy | FEDEX CORP | $2,650,605 | +57.9% | 11,601 | +19.7% | 0.06% | +47.4% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,673,217 | +7.7% | 85,632 | +2.6% | 0.06% | 0.0% | |
| HDV | Buy | ISHARES TRcore high dv etf | $2,627,356 | +6.5% | 25,844 | +9.2% | 0.06% | -1.8% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,619,712 | -18.8% | 54,726 | -19.6% | 0.06% | -24.7% |
| BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $2,558,776 | +347.2% | 93,969 | +336.7% | 0.05% | +315.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,585,833 | +14.8% | 6,710 | +0.2% | 0.05% | +5.9% |
| QDEC | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest 100 | $2,500,933 | +10.1% | 120,585 | -2.9% | 0.05% | +3.9% |
| UNP | Sell | UNION PAC CORP | $2,466,572 | -7.6% | 12,256 | -5.0% | 0.05% | -13.3% |
| HON | Sell | HONEYWELL INTL INC | $2,476,597 | -27.4% | 12,958 | -18.6% | 0.05% | -32.5% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $2,437,903 | -17.0% | 7,453 | -12.9% | 0.05% | -22.7% |
| AMGN | Buy | AMGEN INC | $2,409,483 | -4.6% | 9,967 | +3.6% | 0.05% | -10.5% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $2,428,420 | +11.5% | 32,928 | +9.2% | 0.05% | +4.1% |
| IBTD | New | ISHARES TRibonds 23 trm ts | $2,311,978 | – | 93,187 | +100.0% | 0.05% | – |
| IBTF | New | ISHARES TRibonds 25 trm ts | $2,308,225 | – | 98,097 | +100.0% | 0.05% | – |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,341,047 | +8.0% | 37,517 | +10.6% | 0.05% | 0.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,287,121 | -70.2% | 17,667 | -68.7% | 0.05% | -72.4% |
| JPIN | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $2,282,583 | +13.5% | 43,636 | +6.9% | 0.05% | +4.3% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,286,239 | -10.4% | 53,479 | -18.8% | 0.05% | -17.2% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,267,505 | -28.3% | 17,840 | -11.0% | 0.05% | -33.3% |
| IBTE | New | ISHARES TRibonds 24 trm ts | $2,271,011 | – | 94,586 | +100.0% | 0.05% | – |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $2,265,214 | -16.2% | 50,226 | -10.9% | 0.05% | -21.3% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $2,275,127 | +4.2% | 11,756 | +3.2% | 0.05% | -2.0% |
| RBLX | Buy | ROBLOX CORPcl a | $2,224,216 | +152.8% | 49,449 | +60.0% | 0.05% | +135.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $2,256,449 | -10.3% | 11,043 | -7.0% | 0.05% | -17.5% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $2,206,414 | -58.1% | 116,680 | -60.3% | 0.05% | -61.3% |
| Buy | CAPITAL GROUP FIXED INCOME Eshort duration | $2,204,069 | +97.4% | 86,377 | +96.0% | 0.05% | +84.0% | |
| FCOM | Sell | FIDELITY COVINGTON TRUST | $2,185,039 | +4.6% | 59,700 | -11.2% | 0.05% | -2.1% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,179,072 | +2.3% | 21,204 | +0.4% | 0.05% | -4.2% |
| TLH | New | ISHARES TR10-20 yr trs etf | $2,134,242 | – | 18,634 | +100.0% | 0.04% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $2,121,767 | -33.4% | 22,649 | -40.5% | 0.04% | -37.5% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,134,469 | +16.6% | 28,019 | +13.6% | 0.04% | +9.8% |
| MKCV | MCCORMICK & CO INC | $2,139,122 | +0.5% | 25,897 | 0.0% | 0.04% | -6.2% | |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,135,169 | -2.2% | 23,466 | +2.1% | 0.04% | -8.2% |
| ANET | Buy | ARISTA NETWORKS INC | $2,098,418 | +61.0% | 12,501 | +16.4% | 0.04% | +51.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $2,073,776 | -6.7% | 21,496 | -0.4% | 0.04% | -12.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,111,947 | +1.7% | 31,593 | -6.2% | 0.04% | -6.4% |
| IUSB | Buy | ISHARES TRcore total usd | $2,033,614 | +305.9% | 44,065 | +295.2% | 0.04% | +290.9% |
| CVS | Sell | CVS HEALTH CORP | $2,040,421 | -21.9% | 27,458 | -2.1% | 0.04% | -27.1% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $2,061,385 | +2.0% | 79,590 | -5.0% | 0.04% | -6.5% |
| IHAK | Buy | ISHARES TRcybersecurity | $2,044,260 | +37.1% | 56,238 | +24.5% | 0.04% | +26.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,024,925 | +17.6% | 53,414 | +8.4% | 0.04% | +10.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,034,991 | -7.7% | 9,141 | -0.9% | 0.04% | -14.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,053,894 | +5.8% | 13,534 | +1.1% | 0.04% | -2.3% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $2,058,318 | +13.2% | 29,655 | +10.6% | 0.04% | +4.9% |
| MET | Buy | METLIFE INC | $2,022,794 | -16.0% | 34,911 | +5.0% | 0.04% | -20.4% |
| MEDP | Buy | MEDPACE HLDGS INC | $1,993,330 | +159.4% | 10,600 | +193.0% | 0.04% | +147.1% |
| ENB | Buy | ENBRIDGE INC | $2,010,684 | -1.3% | 52,705 | +1.1% | 0.04% | -8.7% |
| VICI | Sell | VICI PPTYS INC | $1,985,589 | -23.7% | 60,871 | -24.2% | 0.04% | -28.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,990,383 | -9.1% | 12,066 | -18.6% | 0.04% | -16.0% |
| BX | Buy | BLACKSTONE INC | $1,975,330 | +25.2% | 22,488 | +5.8% | 0.04% | +16.7% |
| DHR | Buy | DANAHER CORPORATION | $1,992,258 | +4.2% | 7,905 | +9.7% | 0.04% | -2.3% |
| SYK | Buy | STRYKER CORPORATION | $1,930,433 | +20.9% | 6,762 | +3.6% | 0.04% | +13.9% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,952,591 | +19.5% | 19,922 | -21.0% | 0.04% | +10.8% |
| CI | Buy | THE CIGNA GROUP | $1,973,708 | -20.0% | 7,724 | +3.8% | 0.04% | -26.8% |
| LOW | Sell | LOWES COS INC | $1,946,191 | -9.7% | 9,732 | -10.0% | 0.04% | -16.3% |
| ET | Buy | ENERGY TRANSFER L P | $1,933,494 | +29.6% | 155,052 | +23.3% | 0.04% | +20.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,928,562 | +13.2% | 26,122 | +10.1% | 0.04% | +5.1% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,971,121 | -11.4% | 41,219 | -13.5% | 0.04% | -18.0% |
| COP | Buy | CONOCOPHILLIPS | $1,912,040 | -11.9% | 19,273 | +4.8% | 0.04% | -18.4% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $1,922,134 | -1.7% | 59,417 | -12.9% | 0.04% | -9.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $1,925,464 | -10.0% | 8,549 | -15.8% | 0.04% | -16.7% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,915,048 | +9.7% | 60,526 | +4.7% | 0.04% | +2.6% |
| O | Buy | REALTY INCOME CORP | $1,843,277 | +5.3% | 29,111 | +5.4% | 0.04% | -2.5% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,842,261 | +2.8% | 19,256 | +2.4% | 0.04% | -4.9% |
| IBND | New | SPDR SER TRbloomberg intl | $1,844,359 | – | 64,623 | +100.0% | 0.04% | – |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,861,621 | +12.5% | 20,447 | +3.3% | 0.04% | +5.4% |
| QCOM | Sell | QUALCOMM INC | $1,878,990 | +12.8% | 14,728 | -2.8% | 0.04% | +2.6% |
| IAU | Buy | ISHARES GOLD TRishares new | $1,844,546 | +9.1% | 49,359 | +1.0% | 0.04% | +2.6% |
| IWL | Buy | ISHARES TRrus top 200 etf | $1,834,492 | +65.1% | 18,852 | +52.7% | 0.04% | +56.0% |
| TXN | Sell | TEXAS INSTRS INC | $1,789,846 | +11.0% | 9,623 | -1.4% | 0.04% | +5.6% |
| SRE | Buy | SEMPRA | $1,805,233 | +8.1% | 11,942 | +10.5% | 0.04% | 0.0% |
| FQAL | Sell | FIDELITY COVINGTON TRUSTqlty fctor etf | $1,794,651 | +6.6% | 37,825 | -0.2% | 0.04% | 0.0% |
| MKC | Sell | MCCORMICK & CO INC | $1,805,408 | -1.0% | 21,697 | -1.3% | 0.04% | -7.3% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $1,787,932 | -6.6% | 47,895 | +2.5% | 0.04% | -11.6% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,831,800 | +7.0% | 7,681 | +11.3% | 0.04% | -2.6% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,816,202 | +20.4% | 27,868 | +2.7% | 0.04% | +11.8% |
| NUDM | New | NUSHARES ETF TRnuveen esg intl | $1,831,801 | – | 65,142 | +100.0% | 0.04% | – |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,797,493 | +1.5% | 24,937 | -0.9% | 0.04% | -5.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $1,762,306 | -5.4% | 29,421 | +2.3% | 0.04% | -11.9% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $1,744,534 | +19.7% | 19,652 | +9.9% | 0.04% | +12.1% |
| Buy | GENERAL ELECTRIC CO | $1,763,038 | +16.5% | 18,442 | +2.1% | 0.04% | +8.8% | |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $1,737,510 | +10.2% | 23,534 | -3.1% | 0.04% | +2.8% |
| SMMD | Sell | ISHARES TRrusel 2500 etf | $1,724,898 | +2.6% | 31,465 | -0.5% | 0.04% | -5.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,691,055 | +38.9% | 34,961 | +29.7% | 0.04% | +28.6% |
| BAPR | Buy | INNOVATOR ETFS TRus eqt bufr apr | $1,694,981 | +15.8% | 50,506 | +7.1% | 0.04% | +9.1% |
| AON | Buy | AON PLC | $1,721,263 | +7.0% | 5,459 | +1.8% | 0.04% | 0.0% |
| BSEP | Sell | INNOVATOR ETFS TRus eqty buf sep | $1,724,388 | +4.8% | 53,691 | -1.0% | 0.04% | -2.7% |
| KAPR | Buy | INNOVATOR ETFS TRus sml cp pwr et | $1,667,527 | +6.1% | 62,689 | +0.9% | 0.04% | -2.8% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $1,660,360 | -5.5% | 9,969 | -6.1% | 0.04% | -12.5% |
| PSX | Buy | PHILLIPS 66 | $1,661,569 | +1.1% | 16,390 | +3.7% | 0.04% | -5.4% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $1,609,119 | +14.3% | 14,121 | -5.2% | 0.03% | +6.2% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,633,186 | -33.7% | 26,569 | -31.0% | 0.03% | -39.3% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,601,955 | -5.0% | 23,610 | -8.1% | 0.03% | -10.5% |
| MMM | Sell | 3M CO | $1,615,117 | -17.4% | 15,366 | -5.7% | 0.03% | -22.7% |
| TFC | Buy | TRUIST FINL CORP | $1,590,259 | -7.3% | 46,636 | +17.0% | 0.03% | -15.4% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,566,313 | -3.3% | 11,265 | +1.5% | 0.03% | -10.8% |
| PAUG | Sell | INNOVATOR ETFS TRus eqty pwr bf | $1,559,518 | +2.1% | 52,865 | -1.9% | 0.03% | -5.7% |
| LDOS | Sell | LEIDOS HOLDINGS INC | $1,580,737 | -84.1% | 17,171 | -81.9% | 0.03% | -85.3% |
| INTU | Buy | INTUIT | $1,544,884 | +32.4% | 3,465 | +15.6% | 0.03% | +23.1% |
| CSX | Buy | CSX CORP | $1,540,584 | -2.2% | 51,456 | +1.2% | 0.03% | -11.1% |
| XAR | Sell | SPDR SER TRaerospace def | $1,534,334 | +0.3% | 13,125 | -5.6% | 0.03% | -8.6% |
| USB | Buy | US BANCORP DEL | $1,531,648 | +14.1% | 42,487 | +38.0% | 0.03% | +6.7% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $1,469,947 | -35.1% | 17,768 | -41.4% | 0.03% | -39.2% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,494,222 | -14.9% | 7,048 | -1.1% | 0.03% | -22.5% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,458,759 | +16.2% | 3,785 | -3.7% | 0.03% | +10.7% |
| FSMD | Buy | FIDELITY COVINGTON TRUSTsml mid mltfct | $1,465,215 | +3.5% | 45,418 | +0.5% | 0.03% | -3.1% |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $1,462,729 | +46.5% | 22,338 | +26.8% | 0.03% | +34.8% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,498,810 | +24.3% | 31,303 | +20.9% | 0.03% | +14.8% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,476,396 | +10.0% | 5,166 | +2.7% | 0.03% | +3.3% |
| IYH | Buy | ISHARES TRus hlthcare etf | $1,489,044 | +6.8% | 5,453 | +10.9% | 0.03% | -3.1% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,482,273 | +12.7% | 31,598 | +9.6% | 0.03% | +3.3% |
| Buy | CAPITAL GROUP FIXED INCOME E | $1,469,731 | +178.8% | 55,087 | +173.6% | 0.03% | +158.3% | |
| NOW | Buy | SERVICENOW INC | $1,494,954 | +32.2% | 3,217 | +10.5% | 0.03% | +19.2% |
| PPG | Buy | PPG INDS INC | $1,429,384 | +152.5% | 10,700 | +137.6% | 0.03% | +130.8% |
| CDL | Buy | VICTORY PORTFOLIOS II | $1,449,812 | +32.6% | 25,208 | +35.7% | 0.03% | +20.0% |
| New | WORLD GOLD TRspdr gld minis | $1,434,907 | – | 36,689 | +100.0% | 0.03% | – | |
| DVY | Buy | ISHARES TRselect divid etf | $1,440,957 | +2.3% | 12,297 | +5.3% | 0.03% | -6.2% |
| LAND | Buy | GLADSTONE LD CORP | $1,413,476 | -3.5% | 84,893 | +6.3% | 0.03% | -9.1% |
| EXC | Buy | EXELON CORP | $1,426,312 | -1.8% | 34,049 | +1.3% | 0.03% | -9.1% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,410,174 | +14.5% | 11,367 | +5.2% | 0.03% | +7.1% |
| IAPR | Buy | INNOVATOR ETFS TRintrnl dev aprl | $1,408,664 | +8.4% | 57,473 | +5.7% | 0.03% | +3.4% |
| New | DIMENSIONAL ETF TRUSTintl core equity | $1,411,297 | – | 58,645 | +100.0% | 0.03% | – | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,415,214 | +21.4% | 15,629 | +13.7% | 0.03% | +15.4% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,417,073 | -5.2% | 12,406 | +0.6% | 0.03% | -11.8% |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $1,444,449 | +41.1% | 18,981 | +37.1% | 0.03% | +30.4% |
| ISEE | Buy | IVERIC BIO INC | $1,362,237 | +25.2% | 55,990 | +10.1% | 0.03% | +16.0% |
| WFC | Sell | WELLS FARGO CO NEW | $1,390,180 | -18.1% | 37,190 | -9.5% | 0.03% | -23.7% |
| MID | New | AMERICAN CENTY ETF TRmid cap grw imp | $1,377,641 | – | 30,287 | +100.0% | 0.03% | – |
| F | Buy | FORD MTR CO DEL | $1,384,832 | +21.5% | 109,907 | +12.1% | 0.03% | +11.5% |
| BP | Sell | BP PLCsponsored adr | $1,380,478 | -2.1% | 36,386 | -9.9% | 0.03% | -9.4% |
| BDEC | Sell | INNOVATOR ETFS TRus eqty buf dec | $1,321,916 | +5.6% | 39,071 | -0.4% | 0.03% | 0.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,352,519 | +18.8% | 5,963 | +12.3% | 0.03% | +7.7% |
| ADI | Sell | ANALOG DEVICES INC | $1,353,829 | +14.4% | 6,864 | -4.8% | 0.03% | +3.7% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,325,443 | -9.3% | 16,523 | -12.3% | 0.03% | -15.2% |
| AZO | Buy | AUTOZONE INC | $1,310,194 | +9.5% | 533 | +9.9% | 0.03% | +3.7% |
| Buy | DIMENSIONAL ETF TRUSTnatl mun bd etf | $1,346,342 | +321.2% | 27,866 | +316.8% | 0.03% | +300.0% | |
| DRSK | Buy | ETF SER SOLUTIONSaptus defined | $1,328,956 | +1.5% | 51,173 | +0.1% | 0.03% | -6.7% |
| WM | Sell | WASTE MGMT INC DEL | $1,319,438 | -4.9% | 8,087 | -8.5% | 0.03% | -9.7% |
| BAUG | Buy | INNOVATOR ETFS TRus equt bufr aug | $1,288,152 | +8.9% | 40,813 | +3.4% | 0.03% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,282,313 | -0.4% | 9,554 | +0.8% | 0.03% | -6.9% |
| GDXJ | New | VANECK ETF TRUSTjunior gold mine | $1,297,575 | – | 32,850 | +100.0% | 0.03% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,274,362 | +22.8% | 8,007 | +4.5% | 0.03% | +17.4% |
| New | DIMENSIONAL ETF TRUST | $1,298,007 | – | 30,541 | +100.0% | 0.03% | – | |
| ACLS | Sell | AXCELIS TECHNOLOGIES INC | $1,280,266 | +67.9% | 9,608 | -0.0% | 0.03% | +58.8% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,285,563 | -7.7% | 31,571 | -11.9% | 0.03% | -15.6% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $1,267,310 | -1.9% | 50,876 | -2.3% | 0.03% | -6.9% |
| FTHI | Buy | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $1,244,638 | +14.9% | 61,738 | +10.2% | 0.03% | +4.0% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,225,226 | +193.1% | 32,243 | +205.2% | 0.03% | +188.9% |
| AGOX | Buy | STARBOARD INVT TRadaptive alpha | $1,257,426 | +66.6% | 57,701 | +56.7% | 0.03% | +52.9% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,255,985 | +9.9% | 22,688 | +0.6% | 0.03% | 0.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $1,250,978 | -0.3% | 11,996 | -1.9% | 0.03% | -7.1% |
| IBB | Buy | ISHARES TRishares biotech | $1,176,377 | -1.4% | 9,108 | +0.2% | 0.02% | -7.4% |
| New | DIMENSIONAL ETF TRUSTus high profitab | $1,199,470 | – | 47,712 | +100.0% | 0.02% | – | |
| CL | Buy | COLGATE PALMOLIVE CO | $1,186,946 | +38.8% | 15,794 | +45.6% | 0.02% | +31.6% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,177,568 | +11.6% | 28,784 | +3.7% | 0.02% | +4.2% |
| SJM | Sell | SMUCKER J M CO | $1,190,356 | -2.1% | 7,564 | -1.4% | 0.02% | -10.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,174,483 | +15.4% | 4,824 | +4.4% | 0.02% | +8.7% |
| BNOV | INNOVATOR ETFS TRus eqty buf nov | $1,178,740 | +6.1% | 37,296 | 0.0% | 0.02% | 0.0% | |
| ESGD | Sell | ISHARES TResg aw msci eafe | $1,164,384 | +6.8% | 16,208 | -2.3% | 0.02% | -4.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,137,178 | -8.2% | 16,799 | -4.4% | 0.02% | -14.3% |
| CB | Sell | CHUBB LIMITED | $1,160,416 | -31.0% | 5,976 | -21.7% | 0.02% | -36.8% |
| ANTM | Sell | ELEVANCE HEALTH INC | $1,148,097 | -12.5% | 2,497 | -2.4% | 0.02% | -20.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,123,810 | +4.4% | 16,119 | -0.2% | 0.02% | 0.0% |
| JUST | Buy | GOLDMAN SACHS ETF TRjust us lrg cp | $1,137,056 | +154.5% | 19,380 | +139.7% | 0.02% | +140.0% |
| SPDV | Sell | ETF SER SOLUTIONSaam s&p 500 | $1,156,296 | -6.9% | 40,995 | -3.8% | 0.02% | -14.3% |
| Buy | CAPITAL GROUP FIXED INCOME Eus multi-sector | $1,118,548 | +327.9% | 42,487 | +317.9% | 0.02% | +300.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $1,124,920 | -25.0% | 22,911 | -18.3% | 0.02% | -29.4% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $1,121,108 | +18.3% | 65,371 | +9.7% | 0.02% | +14.3% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $1,130,455 | -5.2% | 4,425 | -1.5% | 0.02% | -11.1% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $1,120,141 | +5.2% | 12,762 | -1.4% | 0.02% | 0.0% |
| BTO | Buy | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $1,130,659 | +8.5% | 37,022 | +18.3% | 0.02% | 0.0% |
| IYK | Buy | ISHARES TRus consm staples | $1,140,143 | +29.4% | 5,723 | +31.7% | 0.02% | +20.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,124,545 | +4.2% | 12,016 | +1.7% | 0.02% | 0.0% |
| MPC | Sell | MARATHON PETE CORP | $1,110,727 | +15.2% | 8,238 | -0.6% | 0.02% | +4.5% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,112,342 | +6.0% | 9,853 | +2.4% | 0.02% | -4.2% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,112,065 | +76.1% | 32,159 | +90.3% | 0.02% | +64.3% |
| BLK | Buy | BLACKROCK INC | $1,079,931 | +2.6% | 1,614 | +8.7% | 0.02% | -4.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,103,116 | +27.0% | 17,266 | +16.2% | 0.02% | +15.0% |
| MEAR | Sell | ISHARES U S ETF TRblackrock short | $1,081,327 | -0.4% | 21,644 | -0.9% | 0.02% | -8.0% |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $1,098,621 | +183.9% | 17,699 | +187.1% | 0.02% | +155.6% |
| New | LINDE PLC | $1,083,195 | – | 3,047 | +100.0% | 0.02% | – | |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,103,487 | -8.3% | 75,998 | -9.0% | 0.02% | -14.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,083,152 | +35.3% | 28,977 | +33.7% | 0.02% | +27.8% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $1,109,707 | +18.3% | 15,041 | +13.2% | 0.02% | +9.5% |
| GMOM | Buy | CAMBRIA ETF TRglb moment etf | $1,116,017 | +53.9% | 40,453 | +57.9% | 0.02% | +43.8% |
| EIX | Sell | EDISON INTL | $1,089,914 | +10.2% | 15,441 | -0.7% | 0.02% | +4.5% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $1,048,126 | +31.0% | 25,702 | +24.8% | 0.02% | +22.2% |
| FDG | Buy | AMERICAN CENTY ETF TRfocused dynamic | $1,068,443 | +43.5% | 18,244 | +27.1% | 0.02% | +29.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,067,294 | -10.9% | 9,737 | -14.3% | 0.02% | -18.5% |
| BFEB | Buy | INNOVATOR ETFS TRus eqty bufr feb | $1,042,212 | +17.6% | 32,584 | +10.1% | 0.02% | +10.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,044,467 | -13.4% | 33,455 | -15.3% | 0.02% | -18.5% |
| DOW | Sell | DOW INC | $1,050,546 | +1.2% | 19,164 | -7.0% | 0.02% | -4.3% |
| TRTY | Buy | CAMBRIA ETF TRtrinity | $1,048,054 | +61.1% | 42,563 | +63.4% | 0.02% | +46.7% |
| Buy | WARNER BROS DISCOVERY INC | $1,023,629 | +73.4% | 67,790 | +8.9% | 0.02% | +69.2% | |
| LNC | Buy | LINCOLN NATL CORP IND | $1,032,422 | +41.3% | 45,946 | +93.2% | 0.02% | +29.4% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,058,465 | -14.7% | 20,915 | +3.7% | 0.02% | -21.4% |
| SLV | Sell | ISHARES SILVER TRishares | $1,067,290 | -2.9% | 48,250 | -3.3% | 0.02% | -12.0% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $997,256 | +23.3% | 24,053 | +21.6% | 0.02% | +16.7% |
| AGI | New | ALAMOS GOLD INC NEW | $983,474 | – | 80,415 | +100.0% | 0.02% | – |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,014,307 | -2.7% | 6,876 | +1.2% | 0.02% | -12.5% |
| NUEM | New | NUSHARES ETF TRnuveen esg emrgn | $986,383 | – | 36,709 | +100.0% | 0.02% | – |
| EAPR | Buy | INNOVATOR ETFS TRemrgng mkt april | $1,011,229 | +6.9% | 41,376 | +1.7% | 0.02% | 0.0% |
| BK | Sell | BANK NEW YORK MELLON CORP | $1,016,294 | -0.6% | 22,366 | -0.4% | 0.02% | -8.7% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $991,729 | +4.2% | 19,518 | +0.3% | 0.02% | -4.5% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $986,974 | +9.3% | 15,932 | +5.1% | 0.02% | +5.0% |
| IRM | Buy | IRON MTN INC DEL | $985,849 | +7.9% | 18,633 | +1.6% | 0.02% | 0.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,018,019 | +32.4% | 9,963 | +14.2% | 0.02% | +23.5% |
| KLAC | Buy | KLA CORP | $989,514 | +9.4% | 2,479 | +3.3% | 0.02% | +5.0% |
| PAYX | Buy | PAYCHEX INC | $954,387 | +6.4% | 8,329 | +7.3% | 0.02% | 0.0% |
| FCPI | Buy | FIDELITY COVINGTON TRUSTstock for infl | $964,914 | +20.9% | 30,644 | +18.8% | 0.02% | +11.1% |
| New | DIMENSIONAL ETF TRUSTus small cap val | $936,319 | – | 37,558 | +100.0% | 0.02% | – | |
| VTHR | Sell | VANGUARD SCOTTSDALE FDSvng rus3000idx | $953,017 | +4.6% | 5,199 | -2.0% | 0.02% | -4.8% |
| MBB | Buy | ISHARES TRmbs etf | $973,185 | +113.4% | 10,273 | +108.9% | 0.02% | +100.0% |
| PSA | Buy | PUBLIC STORAGE | $959,702 | +15.8% | 3,176 | +7.4% | 0.02% | +5.3% |
| AMAT | Sell | APPLIED MATLS INC | $953,200 | +16.6% | 7,761 | -7.6% | 0.02% | +11.1% |
| BDX | Sell | BECTON DICKINSON & CO | $951,123 | -7.3% | 3,842 | -4.8% | 0.02% | -13.0% |
| MDT | Buy | MEDTRONIC PLC | $940,804 | +20.4% | 11,669 | +16.1% | 0.02% | +11.1% |
| WPC | Sell | WP CAREY INC | $952,965 | -38.4% | 12,304 | -37.9% | 0.02% | -42.9% |
| ZTS | Buy | ZOETIS INCcl a | $939,578 | +30.3% | 5,645 | +14.7% | 0.02% | +25.0% |
| VALE | Buy | VALE S Asponsored ads | $957,342 | -1.3% | 60,668 | +6.1% | 0.02% | -9.1% |
| SHV | Buy | ISHARES TRshort treas bd | $932,363 | +25.3% | 8,438 | +24.7% | 0.02% | +17.6% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $915,143 | -1.3% | 6,679 | -0.1% | 0.02% | -9.5% |
| KHC | Buy | KRAFT HEINZ CO | $901,946 | -5.0% | 23,324 | +0.0% | 0.02% | -9.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $899,582 | +38.2% | 2,704 | +37.7% | 0.02% | +26.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $892,295 | +10.2% | 11,750 | +3.3% | 0.02% | +5.6% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $905,822 | +288.4% | 15,474 | +283.6% | 0.02% | +280.0% |
| TTD | Sell | THE TRADE DESK INC | $893,794 | +23.7% | 14,674 | -8.9% | 0.02% | +18.8% |
| IBDQ | New | ISHARES TRibonds dec25 etf | $906,763 | – | 36,965 | +100.0% | 0.02% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $898,490 | – | 17,628 | +100.0% | 0.02% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $918,787 | +17.5% | 2,733 | +1.7% | 0.02% | +5.6% |
| LRCX | Sell | LAM RESEARCH CORP | $887,283 | +25.9% | 1,674 | -0.2% | 0.02% | +18.8% |
| IQV | Buy | IQVIA HLDGS INC | $848,663 | +0.3% | 4,267 | +3.3% | 0.02% | -5.3% |
| TJX | Buy | TJX COS INC NEW | $866,831 | +5.4% | 11,063 | +7.1% | 0.02% | -5.3% |
| CLX | Buy | CLOROX CO DEL | $850,791 | +16.5% | 5,377 | +3.3% | 0.02% | +5.9% |
| EFV | Buy | ISHARES TReafe value etf | $880,018 | +23.9% | 18,133 | +17.1% | 0.02% | +12.5% |
| Buy | CONSTELLATION ENERGY CORP | $837,353 | -5.6% | 10,667 | +3.6% | 0.02% | -10.0% | |
| IBDR | New | ISHARES TRibonds dec2026 | $838,333 | – | 35,328 | +100.0% | 0.02% | – |
| AOA | Sell | ISHARES TRaggres alloc etf | $856,964 | -3.7% | 13,476 | -9.5% | 0.02% | -10.0% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $873,898 | +18.0% | 22,955 | +16.2% | 0.02% | +5.9% |
| BMAY | Buy | INNOVATOR ETFS TRus eqty bufr mar | $853,597 | +7.9% | 28,236 | +3.6% | 0.02% | 0.0% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $854,337 | -4.2% | 18,951 | -1.1% | 0.02% | -10.0% |
| IBDP | New | ISHARES TRibonds dec24 etf | $852,933 | – | 34,686 | +100.0% | 0.02% | – |
| AOM | Buy | ISHARES TRmodert alloc etf | $862,382 | +7.7% | 21,635 | +2.7% | 0.02% | 0.0% |
| DFS | Buy | DISCOVER FINL SVCS | $844,565 | +9.3% | 8,545 | +8.2% | 0.02% | +5.9% |
| ESGE | Sell | ISHARES INCesg awr msci em | $856,478 | -39.4% | 27,207 | -42.1% | 0.02% | -43.8% |
| ACNB | Buy | ACNB CORP | $847,255 | -17.6% | 26,029 | +0.8% | 0.02% | -21.7% |
| ARKK | Sell | ARK ETF TRinnovation etf | $834,429 | +29.0% | 20,685 | -0.1% | 0.02% | +20.0% |
| MSCI | Buy | MSCI INC | $866,514 | +52.2% | 1,548 | +26.5% | 0.02% | +38.5% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $861,386 | +6.9% | 14,965 | +0.1% | 0.02% | 0.0% |
| EMR | Buy | EMERSON ELEC CO | $839,911 | -9.2% | 9,639 | +0.1% | 0.02% | -14.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $834,473 | -15.2% | 10,086 | +2.0% | 0.02% | -18.2% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $875,345 | +3.8% | 17,371 | +3.7% | 0.02% | -5.3% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $832,633 | -0.6% | 23,708 | +13.1% | 0.02% | -10.5% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $810,235 | +7.4% | 26,298 | +0.3% | 0.02% | 0.0% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $787,403 | +47.3% | 17,272 | +41.0% | 0.02% | +41.7% |
| TRV | Sell | TRAVELERS COMPANIES INC | $832,028 | -16.3% | 4,854 | -8.5% | 0.02% | -22.7% |
| IBDO | New | ISHARES TRibonds dec23 etf | $811,589 | – | 32,219 | +100.0% | 0.02% | – |
| AOR | Buy | ISHARES TRgrwt allocat etf | $802,111 | +7.2% | 16,033 | +1.1% | 0.02% | 0.0% |
| IBDS | New | ISHARES TRibonds 27 etf | $806,697 | – | 33,866 | +100.0% | 0.02% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $797,403 | +58.9% | 15,224 | +152.6% | 0.02% | +54.5% |
| ASML | Buy | ASML HOLDING N V | $771,583 | +35.4% | 1,134 | +8.7% | 0.02% | +23.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $758,856 | +13.4% | 10,157 | +13.2% | 0.02% | +6.7% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $744,825 | +10.7% | 2,364 | +1.5% | 0.02% | +6.7% |
| NUE | Buy | NUCOR CORP | $782,505 | +21.5% | 5,066 | +3.7% | 0.02% | +6.7% |
| FSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $767,422 | +5.6% | 21,703 | 0.0% | 0.02% | 0.0% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $741,246 | +37.2% | 90,176 | +86.0% | 0.02% | +33.3% |
| CCI | Sell | CROWN CASTLE INC | $768,430 | -2.1% | 5,742 | -0.8% | 0.02% | -11.1% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $784,057 | -11.5% | 49,126 | -6.9% | 0.02% | -20.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $744,758 | +0.9% | 8,095 | -0.5% | 0.02% | -5.9% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $749,701 | +0.1% | 4,960 | +0.4% | 0.02% | -5.9% |
| UBER | Buy | UBER TECHNOLOGIES INC | $745,775 | +34.2% | 23,526 | +4.7% | 0.02% | +23.1% |
| LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $750,375 | -0.2% | 20,128 | +1.8% | 0.02% | -5.9% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $785,138 | +37.6% | 3,186 | +38.6% | 0.02% | +23.1% |
| GSG | Sell | ISHARES S&P GSCI COMMODITY-unit ben int | $755,969 | -7.0% | 37,573 | -1.8% | 0.02% | -11.1% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $755,286 | +27.7% | 2,870 | -1.5% | 0.02% | +23.1% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $767,851 | +0.4% | 6,984 | -1.3% | 0.02% | -5.9% |
| EQIX | Buy | EQUINIX INC | $778,416 | +17.1% | 1,080 | +6.4% | 0.02% | +6.7% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $710,525 | +144.4% | 9,594 | +145.9% | 0.02% | +114.3% |
| EOG | Buy | EOG RES INC | $699,311 | -2.2% | 6,100 | +10.5% | 0.02% | -6.2% |
| SAIC | New | SCIENCE APPLICATIONS INTL CO | $700,271 | – | 6,517 | +100.0% | 0.02% | – |
| QGEN | Buy | QIAGEN NV | $733,915 | -7.8% | 15,979 | +0.1% | 0.02% | -16.7% |
| JNK | Sell | SPDR SER TRbloomberg high y | $693,912 | -0.1% | 7,476 | -3.1% | 0.02% | -6.2% |
| PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $737,004 | +7.0% | 9,701 | +0.1% | 0.02% | -6.2% |
| PFLD | Buy | ETF SER SOLUTIONSaam lw dur pfd | $703,551 | +202.6% | 33,407 | +197.8% | 0.02% | +200.0% |
| GOVT | Buy | ISHARES TRus treas bd etf | $715,833 | +94.8% | 30,617 | +89.3% | 0.02% | +87.5% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $700,399 | +2.2% | 410 | -17.0% | 0.02% | -6.2% |
| PANW | Sell | PALO ALTO NETWORKS INC | $703,684 | +31.3% | 3,523 | -8.3% | 0.02% | +25.0% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $708,356 | +89.3% | 11,171 | +85.3% | 0.02% | +87.5% |
| Sell | INVENTRUST PPTYS CORP | $702,864 | -6.3% | 30,037 | -5.2% | 0.02% | -11.8% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $703,442 | +15.1% | 16,009 | +11.3% | 0.02% | +7.1% |
| FDRR | Buy | FIDELITY COVINGTON TRUSTdivid etf risi | $737,054 | +2.7% | 18,127 | +0.6% | 0.02% | -6.2% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $712,404 | -77.6% | 11,428 | -78.3% | 0.02% | -79.2% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $690,072 | +11.1% | 9,758 | +1.0% | 0.02% | +7.1% |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $719,330 | -53.4% | 16,415 | -51.6% | 0.02% | -57.1% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $698,649 | +14.7% | 12,534 | +0.6% | 0.02% | +7.1% |
| NFG | Sell | NATIONAL FUEL GAS CO | $657,370 | -11.4% | 11,385 | -2.9% | 0.01% | -17.6% |
| VLO | Buy | VALERO ENERGY CORP | $679,306 | +12.7% | 4,866 | +2.4% | 0.01% | 0.0% |
| ALL | Sell | ALLSTATE CORP | $681,717 | -19.8% | 6,152 | -1.9% | 0.01% | -26.3% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $668,702 | -2.6% | 437 | -8.0% | 0.01% | -12.5% |
| BKNG | Buy | BOOKING HOLDINGS INC | $676,364 | +59.1% | 255 | +20.9% | 0.01% | +40.0% |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $673,403 | -37.2% | 14,639 | -38.6% | 0.01% | -41.7% |
| AZBL | Sell | AIM ETF PRODUCTS TRUSTus lrg cp buf20 | $676,534 | +3.8% | 24,053 | -0.8% | 0.01% | -6.7% |
| DWM | Buy | WISDOMTREE TRintl equity fd | $662,447 | +16.9% | 13,321 | +10.6% | 0.01% | +7.7% |
| KMI | Buy | KINDER MORGAN INC DEL | $670,920 | -2.4% | 38,316 | +0.8% | 0.01% | -12.5% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $649,536 | +14.8% | 14,358 | +13.1% | 0.01% | +7.7% |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $658,107 | -3.8% | 5,803 | -1.3% | 0.01% | -6.7% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $646,543 | +26.4% | 12,693 | +24.4% | 0.01% | +16.7% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $672,389 | +39.1% | 16,132 | +36.4% | 0.01% | +27.3% |
| GLW | Sell | CORNING INC | $687,740 | +7.3% | 19,494 | -2.8% | 0.01% | 0.0% |
| DSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $684,951 | +4.5% | 21,390 | 0.0% | 0.01% | -6.7% | |
| C | Sell | CITIGROUP INC | $686,373 | -35.2% | 14,638 | -37.5% | 0.01% | -41.7% |
| CTAS | Sell | CINTAS CORP | $677,218 | -6.4% | 1,464 | -8.6% | 0.01% | -12.5% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $689,430 | -30.0% | 4,962 | -39.3% | 0.01% | -36.4% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $651,961 | +22.1% | 3,408 | +20.3% | 0.01% | +16.7% |
| MCK | Buy | MCKESSON CORP | $686,971 | +8.3% | 1,929 | +14.1% | 0.01% | 0.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $655,415 | +10.5% | 14,326 | -0.3% | 0.01% | +7.7% |
| BJUL | Sell | INNOVATOR ETFS TRus eqty bufr jul | $613,771 | +0.0% | 18,787 | -5.4% | 0.01% | -7.1% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $622,012 | +15.6% | 17,566 | +11.6% | 0.01% | +8.3% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $623,187 | +13.3% | 2,178 | +2.0% | 0.01% | +8.3% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $627,883 | +52.8% | 1,812 | +3.8% | 0.01% | +44.4% |
| ASAN | ASANA INCcl a | $640,894 | +53.4% | 30,331 | 0.0% | 0.01% | +44.4% | |
| CME | Buy | CME GROUP INC | $609,917 | +69.6% | 3,185 | +49.0% | 0.01% | +62.5% |
| CFG | Buy | CITIZENS FINL GROUP INC | $614,403 | -13.6% | 20,231 | +12.0% | 0.01% | -18.8% |
| RNP | Sell | COHEN & STEERS REIT & PFD & | $630,744 | -9.8% | 32,329 | -5.8% | 0.01% | -18.8% |
| CTVA | Buy | CORTEVA INC | $611,115 | +10.3% | 10,133 | +7.5% | 0.01% | 0.0% |
| New | DIMENSIONAL ETF TRUSTshort duration f | $641,405 | – | 13,746 | +100.0% | 0.01% | – | |
| DLTR | Buy | DOLLAR TREE INC | $604,059 | +16.8% | 4,208 | +15.0% | 0.01% | +8.3% |
| DD | Sell | DUPONT DE NEMOURS INC | $595,867 | -7.8% | 8,303 | -11.8% | 0.01% | -13.3% |
| FGRO | Sell | FIDELITY COVINGTON TRUSTfidelity growth | $618,836 | +15.1% | 42,012 | -1.0% | 0.01% | +8.3% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $618,754 | +10.3% | 6,652 | -11.7% | 0.01% | 0.0% |
| SYY | Buy | SYSCO CORP | $598,059 | +2.5% | 7,744 | +1.4% | 0.01% | 0.0% |
| SQ | Buy | BLOCK INCcl a | $601,717 | +10.5% | 8,765 | +1.1% | 0.01% | +8.3% |
| GILD | Sell | GILEAD SCIENCES INC | $641,119 | -8.0% | 7,727 | -4.8% | 0.01% | -18.8% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $625,895 | +123.6% | 9,849 | +106.2% | 0.01% | +116.7% |
| IJUL | Sell | INNOVATOR ETFS TRintrnl dev july | $602,737 | +6.2% | 23,753 | -0.2% | 0.01% | 0.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $625,074 | +28.2% | 2,013 | +14.0% | 0.01% | +18.2% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $594,830 | +126.3% | 2,155 | +99.2% | 0.01% | +116.7% |
| CLTL | New | INVESCO EXCH TRADED FD TR IItreas colaterl | $606,685 | – | 5,749 | +100.0% | 0.01% | – |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $629,306 | -89.0% | 9,302 | -89.7% | 0.01% | -90.0% |
| ABNB | Buy | AIRBNB INC | $632,450 | +100.8% | 5,084 | +38.0% | 0.01% | +85.7% |
| IGIB | Sell | ISHARES TR | $552,428 | -24.4% | 10,773 | -27.0% | 0.01% | -29.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $562,790 | -5.4% | 2,868 | +0.4% | 0.01% | -7.7% |
| EQL | Sell | ALPS ETF TRequal sec etf | $562,459 | +0.7% | 5,651 | -3.1% | 0.01% | -7.7% |
| NJUL | INNOVATOR ETFS TRgrwt100 pwr buf | $555,037 | +12.6% | 11,585 | 0.0% | 0.01% | +9.1% | |
| SOUNDHOUND AI INC | $556,852 | +55.9% | 201,758 | 0.0% | 0.01% | +50.0% | ||
| APD | Buy | AIR PRODS & CHEMS INC | $571,208 | +0.9% | 1,989 | +8.3% | 0.01% | -7.7% |
| IYR | Sell | ISHARES TRu.s. real es etf | $587,003 | -10.5% | 6,914 | -11.2% | 0.01% | -20.0% |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $557,548 | +21.9% | 21,107 | +14.1% | 0.01% | +20.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $553,008 | -4.7% | 16,995 | -1.4% | 0.01% | -7.7% |
| Buy | INNOVATOR ETFS TRinternational dv | $565,849 | +12.3% | 22,423 | +5.8% | 0.01% | +9.1% | |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $584,093 | +14.4% | 4,896 | -0.2% | 0.01% | 0.0% |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $586,457 | – | 24,861 | +100.0% | 0.01% | – | |
| GM | Buy | GENERAL MTRS CO | $564,226 | +24.3% | 15,383 | +14.0% | 0.01% | +20.0% |
| STPZ | Buy | PIMCO ETF TR1-5 us tip idx | $547,710 | +132.5% | 10,731 | +127.2% | 0.01% | +140.0% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $564,966 | +3.6% | 3,403 | -7.1% | 0.01% | 0.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $570,371 | -5.1% | 2,525 | -2.6% | 0.01% | -14.3% |
| OEF | Sell | ISHARES TRs&p 100 etf | $555,267 | -0.2% | 2,969 | -9.0% | 0.01% | -7.7% |
| PTNQ | Buy | PACER FDS TRtrendpilot 100 | $567,290 | +21.6% | 10,335 | +9.1% | 0.01% | +9.1% |
| D | Sell | DOMINION ENERGY INC | $574,677 | -15.6% | 10,278 | -7.4% | 0.01% | -20.0% |
| NJAN | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $577,710 | +11.7% | 15,239 | +1.5% | 0.01% | 0.0% |
| FSK | Buy | FS KKR CAP CORP | $585,110 | +7.4% | 31,628 | +1.6% | 0.01% | 0.0% |
| QGRO | New | AMERICAN CENTY ETF TRstoxx us qlty | $586,222 | – | 9,129 | +100.0% | 0.01% | – |
| AVO | MISSION PRODUCE INC | $571,243 | -4.4% | 51,417 | 0.0% | 0.01% | -14.3% | |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $553,489 | +120.2% | 22,104 | +330.5% | 0.01% | +100.0% |
| IQDF | Sell | FLEXSHARES TRintl qltdv idx | $545,438 | -56.1% | 24,703 | -59.0% | 0.01% | -60.7% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $543,183 | -9.1% | 5,916 | -9.4% | 0.01% | -21.4% |
| FIRST TR EXCHNG TRADED FD VIft cboe vest us | $502,806 | +4.9% | 15,644 | 0.0% | 0.01% | 0.0% | ||
| EMB | Buy | ISHARES TRjpmorgan usd emg | $539,579 | +21.6% | 6,254 | +19.2% | 0.01% | +10.0% |
| New | J P MORGAN EXCHANGE TRADED Factive growth | $508,519 | – | 10,346 | +100.0% | 0.01% | – | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $506,441 | +29.3% | 1,726 | +13.5% | 0.01% | +22.2% |
| FFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $514,349 | – | 13,760 | +100.0% | 0.01% | – |
| QJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $520,123 | -4.0% | 25,490 | -16.9% | 0.01% | -8.3% |
| IBML | Buy | ISHARES TRibonds dec2023 | $509,001 | +53.0% | 20,016 | +52.6% | 0.01% | +37.5% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $531,755 | +27.0% | 8,042 | +1.0% | 0.01% | +22.2% |
| KJAN | Buy | INNOVATOR ETFS TRus sml cp pwr b | $535,808 | +6.1% | 17,436 | +3.3% | 0.01% | 0.0% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $509,954 | -8.6% | 3,158 | -3.2% | 0.01% | -15.4% |
| BMAR | Buy | INNOVATOR ETFS TRus eqty bufr mar | $534,942 | +31.4% | 15,434 | +22.0% | 0.01% | +22.2% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $518,423 | +20.8% | 2,231 | +27.1% | 0.01% | +10.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $515,115 | +63.0% | 5,551 | +30.8% | 0.01% | +57.1% |
| KR | Sell | KROGER CO | $544,988 | +0.8% | 11,039 | -9.0% | 0.01% | -8.3% |
| DG | Sell | DOLLAR GEN CORP NEW | $543,514 | -22.2% | 2,583 | -8.9% | 0.01% | -31.2% |
| SOXX | Sell | ISHARES TRishares semicdtr | $500,331 | +7.6% | 1,125 | -15.8% | 0.01% | 0.0% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $543,491 | -2.4% | 16,863 | -7.9% | 0.01% | -15.4% | |
| HSY | Buy | HERSHEY CO | $525,192 | +25.4% | 2,064 | +14.2% | 0.01% | +22.2% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $515,266 | +12.2% | 4,367 | -13.4% | 0.01% | +10.0% |
| IBMN | Buy | ISHARES TRibonds dec 25 | $540,520 | +73.4% | 20,313 | +71.8% | 0.01% | +57.1% |
| ICOW | New | PACER FDS TRdeveloped mrkt | $505,964 | – | 17,088 | +100.0% | 0.01% | – |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $521,039 | -25.4% | 3,796 | -42.8% | 0.01% | -31.2% |
| PSMJ | New | PACER FDS TRswan sos modrte | $503,291 | – | 23,013 | +100.0% | 0.01% | – |
| MTB | Buy | M & T BK CORP | $517,219 | +6.9% | 4,326 | +29.7% | 0.01% | 0.0% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $512,865 | +71.2% | 8,155 | +50.1% | 0.01% | +57.1% |
| IBMM | Buy | ISHARES TRibonds dec | $522,195 | +57.3% | 20,185 | +56.6% | 0.01% | +37.5% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $511,986 | +13.7% | 9,436 | +5.2% | 0.01% | +10.0% |
| VRSK | Buy | VERISK ANALYTICS INC | $503,144 | +19.7% | 2,622 | +10.0% | 0.01% | +10.0% |
| CID | Buy | VICTORY PORTFOLIOS II | $528,761 | +122.9% | 17,084 | +111.0% | 0.01% | +120.0% |
| FDS | Buy | FACTSET RESH SYS INC | $522,402 | +7.5% | 1,259 | +4.0% | 0.01% | 0.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $533,216 | +10.7% | 6,694 | +29.1% | 0.01% | 0.0% |
| WELL | Buy | WELLTOWER INC | $514,786 | +13.2% | 7,181 | +3.5% | 0.01% | +10.0% |
| AMP | Buy | AMERIPRISE FINL INC | $535,736 | +14.6% | 1,748 | +16.4% | 0.01% | 0.0% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $506,360 | +13.1% | 12,845 | +2.3% | 0.01% | +10.0% |
| SYBT | STOCK YDS BANCORP INC | $531,715 | -15.1% | 9,643 | 0.0% | 0.01% | -21.4% | |
| IDU | Sell | ISHARES TRu.s. utilits etf | $505,475 | -8.9% | 6,039 | -5.8% | 0.01% | -15.4% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $473,854 | +23.8% | 5,109 | +20.8% | 0.01% | +11.1% |
| RY | Sell | ROYAL BK CDA SUSTAINABL | $490,747 | -7.3% | 5,134 | -8.8% | 0.01% | -16.7% |
| LRGF | Buy | ISHARES TRu s equity factr | $459,614 | +6.6% | 11,091 | +0.4% | 0.01% | 0.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $468,461 | +99.9% | 18,164 | +94.8% | 0.01% | +100.0% |
| IONS | Sell | IONIS PHARMACEUTICALS INC | $465,835 | -5.8% | 13,034 | -0.5% | 0.01% | -9.1% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $491,322 | -3.3% | 7,162 | +0.4% | 0.01% | -9.1% |
| PXF | Buy | INVESCO EXCH TRADED FD TR IIftse rafi dev | $494,518 | +6.1% | 11,224 | +0.0% | 0.01% | -9.1% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $460,155 | +1.6% | 2,935 | +0.5% | 0.01% | 0.0% |
| KOCT | Buy | INNOVATOR ETFS TRus sml cp pwr b | $469,514 | +10.7% | 18,100 | +7.7% | 0.01% | 0.0% |
| KJUL | Sell | INNOVATOR ETFS TRus sml cp pwr b | $469,228 | +2.0% | 18,946 | -0.3% | 0.01% | 0.0% |
| IBN | Buy | ICICI BANK LIMITEDadr | $454,691 | +41.1% | 21,070 | +43.1% | 0.01% | +42.9% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $455,453 | +40.7% | 9,031 | +37.4% | 0.01% | +42.9% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $466,112 | +7.6% | 16,442 | +0.5% | 0.01% | 0.0% |
| New | GE HEALTHCARE TECHNOLOGIES I | $470,278 | – | 5,733 | +100.0% | 0.01% | – | |
| FLQL | Buy | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $458,280 | +6.7% | 11,075 | +1.2% | 0.01% | 0.0% |
| FND | Buy | FLOOR & DECOR HLDGS INCcl a | $455,642 | +68.6% | 4,639 | +19.5% | 0.01% | +66.7% |
| FAPR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $453,558 | +56.9% | 14,683 | +48.6% | 0.01% | +42.9% |
| JMUB | New | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $482,641 | – | 9,533 | +100.0% | 0.01% | – |
| FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $477,436 | +15.9% | 24,763 | 0.0% | 0.01% | +11.1% | ||
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $482,698 | – | 16,318 | +100.0% | 0.01% | – | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $489,860 | -1.1% | 6,484 | -3.6% | 0.01% | -9.1% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $498,875 | -0.6% | 29,784 | +5.7% | 0.01% | -9.1% |
| FTXG | New | FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg | $495,616 | – | 18,438 | +100.0% | 0.01% | – |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $472,140 | -0.4% | 17,730 | -0.2% | 0.01% | -9.1% |
| FEMS | Buy | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $496,840 | -4.0% | 13,352 | +0.4% | 0.01% | -16.7% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $458,051 | +23.2% | 8,770 | +11.4% | 0.01% | +25.0% |
| DOV | Buy | DOVER CORP | $452,400 | +14.7% | 2,977 | +2.2% | 0.01% | +11.1% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $460,136 | -93.4% | 19,954 | -93.8% | 0.01% | -93.6% | |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $456,460 | -3.7% | 13,634 | -3.7% | 0.01% | -9.1% | |
| DLR | Buy | DIGITAL RLTY TR INC | $464,897 | +2.7% | 4,729 | +4.8% | 0.01% | 0.0% |
| DTEC | Sell | ALPS ETF TRdisruptive tech | $459,697 | +3.6% | 12,361 | -7.4% | 0.01% | 0.0% |
| CMI | Sell | CUMMINS INC | $466,027 | -82.6% | 1,951 | -82.4% | 0.01% | -83.6% |
| GCOW | Buy | PACER FDS TRglobl cash etf | $452,492 | +28.5% | 13,455 | +21.3% | 0.01% | +25.0% |
| PPL | Sell | PPL CORP | $473,720 | -6.0% | 17,047 | -1.1% | 0.01% | -9.1% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $452,860 | +19.8% | 4,886 | +35.0% | 0.01% | +11.1% |
| MKL | Buy | MARKEL CORP | $479,029 | +21.2% | 375 | +25.0% | 0.01% | +11.1% |
| ADSK | Sell | AUTODESK INC | $484,388 | +9.5% | 2,327 | -1.7% | 0.01% | 0.0% |
| Buy | ATLASSIAN CORPORATIONcl a | $484,411 | +47.6% | 2,830 | +11.0% | 0.01% | +42.9% | |
| OGE | Buy | OGE ENERGY CORP | $483,194 | -4.0% | 12,830 | +0.8% | 0.01% | -9.1% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $437,759 | +8.7% | 6,682 | +2.2% | 0.01% | 0.0% |
| AFL | Sell | AFLAC INC | $422,120 | -84.8% | 6,543 | -83.0% | 0.01% | -85.7% |
| APH | Buy | AMPHENOL CORP NEWcl a | $410,449 | +10.4% | 5,023 | +2.9% | 0.01% | +12.5% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $439,883 | +34.9% | 3,001 | +23.4% | 0.01% | +28.6% |
| CBRE | Buy | CBRE GROUP INCcl a | $405,333 | +5.2% | 5,567 | +11.2% | 0.01% | 0.0% |
| SYLD | Buy | CAMBRIA ETF TR | $434,204 | +28.4% | 7,397 | +29.7% | 0.01% | +12.5% |
| DAL | Buy | DELTA AIR LINES INC DEL | $408,268 | +10.2% | 11,692 | +3.7% | 0.01% | +12.5% |
| New | DIMENSIONAL ETF TRUSTintl high profit | $440,026 | – | 18,198 | +100.0% | 0.01% | – | |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $427,772 | – | 17,970 | +100.0% | 0.01% | – | |
| ES | Buy | EVERSOURCE ENERGY | $413,283 | +32.8% | 5,281 | +42.3% | 0.01% | +28.6% |
| EXAS | Buy | EXACT SCIENCES CORP | $407,063 | +53.4% | 6,003 | +12.0% | 0.01% | +50.0% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $418,859 | +29.1% | 2,833 | +7.5% | 0.01% | +28.6% |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $427,117 | – | 7,689 | +100.0% | 0.01% | – |
| FXZ | Buy | FIRST TR EXCHANGE TRADED FDmaterials alph | $414,691 | +107.0% | 6,348 | +92.0% | 0.01% | +80.0% |
| FVC | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wright | $449,271 | -5.7% | 13,623 | +0.1% | 0.01% | -18.2% |
| FJAN | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $449,889 | +99.1% | 12,900 | +87.0% | 0.01% | +80.0% |
| NAPR | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $447,343 | +14.0% | 11,488 | -0.3% | 0.01% | 0.0% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $417,126 | +42.2% | 3,719 | +37.5% | 0.01% | +28.6% |
| IYF | Sell | ISHARES TRu.s. finls etf | $420,455 | -45.7% | 5,910 | -42.4% | 0.01% | -50.0% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $410,283 | +9.7% | 20,742 | +10.1% | 0.01% | +12.5% |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $430,009 | +0.2% | 8,243 | +0.0% | 0.01% | -10.0% |
| BYLD | Sell | ISHARES TRyld optim bd | $420,161 | -0.9% | 19,064 | -2.5% | 0.01% | -10.0% |
| JPEM | New | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $442,159 | – | 8,759 | +100.0% | 0.01% | – |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $431,953 | +14.5% | 1,216 | +9.0% | 0.01% | 0.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $431,805 | +9.7% | 6,917 | +10.7% | 0.01% | 0.0% |
| ROKU | Sell | ROKU INC | $429,015 | +53.9% | 6,518 | -4.8% | 0.01% | +50.0% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $423,876 | -2.7% | 13,046 | -4.7% | 0.01% | -10.0% |
| SASR | Buy | SANDY SPRING BANCORP INC | $431,010 | -22.5% | 16,590 | +5.0% | 0.01% | -30.8% |
| SHOP | Sell | SHOPIFY INCcl a | $451,784 | -21.3% | 9,424 | -43.1% | 0.01% | -30.8% |
| TMUS | Buy | T-MOBILE US INC | $411,067 | +21.7% | 2,838 | +17.6% | 0.01% | +12.5% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $446,250 | +8.5% | 8,083 | +1.6% | 0.01% | 0.0% |
| MELI | Buy | MERCADOLIBRE INC | $386,192 | +56.3% | 293 | +0.3% | 0.01% | +33.3% |
| STAG | Buy | STAG INDL INC | $400,029 | +10.4% | 11,828 | +5.5% | 0.01% | 0.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $387,745 | +5.7% | 4,594 | -1.9% | 0.01% | 0.0% |
| GOLD | Buy | BARRICK GOLD CORP | $387,287 | +8.5% | 20,856 | +0.4% | 0.01% | 0.0% |
| LPLA | Sell | LPL FINL HLDGS INC | $365,387 | -16.2% | 1,805 | -10.5% | 0.01% | -20.0% |
| XT | Sell | ISHARES TRexponential tech | $366,783 | -7.3% | 6,959 | -16.7% | 0.01% | -11.1% |
| SUSC | New | ISHARES TResg awre usd etf | $365,743 | – | 15,892 | +100.0% | 0.01% | – |
| ECL | Sell | ECOLAB INC | $385,896 | +11.5% | 2,331 | -1.9% | 0.01% | 0.0% |
| JPSE | Buy | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $383,452 | +73.0% | 9,620 | +68.2% | 0.01% | +60.0% |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $400,140 | – | 7,773 | +100.0% | 0.01% | – | |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $357,664 | +14.1% | 715 | -19.3% | 0.01% | +14.3% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $390,865 | +1.2% | 6,259 | -0.7% | 0.01% | -11.1% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $362,960 | +70.4% | 1,947 | +44.5% | 0.01% | +60.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $369,029 | +40.4% | 43,672 | +6.6% | 0.01% | +33.3% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $359,819 | +35.0% | 1,056 | +12.5% | 0.01% | +33.3% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $389,826 | -6.7% | 7,272 | -9.9% | 0.01% | -11.1% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $374,061 | -34.4% | 4,923 | -12.5% | 0.01% | -38.5% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $371,225 | -7.0% | 8,778 | -4.5% | 0.01% | -11.1% |
| IP | Sell | INTERNATIONAL PAPER CO | $358,126 | +3.2% | 9,931 | -0.9% | 0.01% | 0.0% |
| YUM | Buy | YUM BRANDS INC | $368,312 | +4.7% | 2,789 | +1.6% | 0.01% | 0.0% |
| DHI | Sell | D R HORTON INC | $358,558 | -15.9% | 3,670 | -23.3% | 0.01% | -20.0% |
| LULU | Sell | LULULEMON ATHLETICA INC | $362,733 | -2.5% | 996 | -14.2% | 0.01% | 0.0% |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $365,187 | -15.8% | 10,375 | -22.9% | 0.01% | -20.0% |
| FENY | Sell | FIDELITY COVINGTON TRUSTmsci energy idx | $396,603 | -29.0% | 17,674 | -24.6% | 0.01% | -38.5% |
| PNQI | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $382,455 | +25.5% | 2,715 | 0.0% | 0.01% | +14.3% | |
| MCO | Buy | MOODYS CORP | $379,854 | +11.2% | 1,241 | +1.2% | 0.01% | 0.0% |
| FMAR | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $400,414 | +25.8% | 11,910 | +17.3% | 0.01% | +14.3% |
| QMAR | New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $366,125 | – | 16,507 | +100.0% | 0.01% | – |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $378,373 | +32.6% | 8,518 | +0.1% | 0.01% | +33.3% |
| MSM | MSC INDL DIRECT INCcl a | $389,172 | +2.8% | 4,633 | 0.0% | 0.01% | -11.1% | |
| IYT | Buy | ISHARES TRus trsprtion | $390,207 | +7.0% | 1,713 | +0.4% | 0.01% | 0.0% |
| KYN | Sell | KAYNE ANDERSON ENERGY INFRST | $387,026 | -0.6% | 44,795 | -1.5% | 0.01% | -11.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $371,538 | -30.9% | 4,523 | -31.7% | 0.01% | -33.3% |
| IYJ | Buy | ISHARES TRus industrials | $368,249 | +6.3% | 3,676 | +2.3% | 0.01% | 0.0% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $377,388 | -6.1% | 6,391 | -1.3% | 0.01% | -11.1% |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $378,810 | – | 7,295 | +100.0% | 0.01% | – |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $373,663 | +29.0% | 4,122 | +8.6% | 0.01% | +14.3% |
| INDS | New | PACER FDS TRindustrial relet | $397,542 | – | 9,816 | +100.0% | 0.01% | – |
| WRB | Sell | BERKLEY W R CORP | $366,556 | -14.2% | 5,888 | -0.0% | 0.01% | -20.0% |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $379,249 | -1.4% | 1,534 | +6.8% | 0.01% | -11.1% |
| SGDJ | New | SPROTT ETF TRUSTjr gold miners e | $368,060 | – | 11,000 | +100.0% | 0.01% | – |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $378,034 | -9.5% | 13,986 | -5.6% | 0.01% | -11.1% |
| MU | Buy | MICRON TECHNOLOGY INC | $374,965 | +27.1% | 6,214 | +5.3% | 0.01% | +14.3% |
| UBSI | Sell | UNITED BANKSHARES INC WEST V | $363,019 | -47.9% | 10,313 | -40.1% | 0.01% | -50.0% |
| SPGI | Buy | S&P GLOBAL INC | $380,894 | +41.1% | 1,105 | +37.1% | 0.01% | +33.3% |
| Sell | SHELL PLCspon ads | $368,967 | -15.3% | 6,412 | -16.1% | 0.01% | -20.0% | |
| WCN | Sell | WASTE CONNECTIONS INC | $358,150 | +4.2% | 2,575 | -0.7% | 0.01% | 0.0% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $371,625 | +10.3% | 4,436 | -7.5% | 0.01% | 0.0% |
| Buy | ASPEN TECHNOLOGY INC | $335,523 | +13.1% | 1,466 | +1.5% | 0.01% | 0.0% | |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $312,200 | +0.2% | 6,034 | -2.1% | 0.01% | 0.0% |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $349,521 | -68.9% | 41,909 | -69.2% | 0.01% | -72.0% |
| FTV | Buy | FORTIVE CORP | $332,940 | +7.4% | 4,884 | +1.3% | 0.01% | 0.0% |
| EFX | New | EQUIFAX INC | $333,674 | – | 1,645 | +100.0% | 0.01% | – |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $314,391 | +19.2% | 11,797 | +16.5% | 0.01% | +16.7% |
| FDEV | Buy | FIDELITY COVINGTON TRUSTintl multifactor | $351,203 | +20.0% | 13,705 | +13.3% | 0.01% | 0.0% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $346,768 | +0.7% | 4,308 | +0.2% | 0.01% | -12.5% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $319,058 | +32.5% | 1,993 | +37.2% | 0.01% | +40.0% |
| UA | Sell | UNDER ARMOUR INCcl c | $334,982 | -4.7% | 39,271 | -0.4% | 0.01% | -12.5% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $356,163 | +1.2% | 4,259 | -3.9% | 0.01% | -12.5% |
| JD | Buy | JD.COM INCspon adr cl a | $344,436 | -21.3% | 7,848 | +0.6% | 0.01% | -30.0% |
| NEM | Buy | NEWMONT CORP | $319,435 | +34.7% | 6,516 | +29.7% | 0.01% | +40.0% |
| PXD | Buy | PIONEER NAT RES CO | $312,353 | +6.4% | 1,530 | +19.1% | 0.01% | 0.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $341,267 | +0.3% | 3,600 | -0.8% | 0.01% | -12.5% |
| IBMO | New | ISHARES TRibonds dec 26 | $336,374 | – | 13,176 | +100.0% | 0.01% | – |
| IBHD | New | ISHARES TRibonds 24 trm hg | $349,405 | – | 15,106 | +100.0% | 0.01% | – |
| IBHE | New | ISHARES TRibonds 25 trm hg | $311,765 | – | 13,608 | +100.0% | 0.01% | – |
| BCSF | BAIN CAP SPECIALTY FIN INC | $353,202 | +0.2% | 29,631 | 0.0% | 0.01% | -12.5% | |
| IBHC | New | ISHARES TRibonds 23 trm hg | $346,961 | – | 14,696 | +100.0% | 0.01% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS | $340,172 | +25.4% | 414 | +10.1% | 0.01% | +16.7% |
| IPAC | Buy | ISHARES TRcore msci pac | $323,934 | +5.4% | 5,726 | +0.0% | 0.01% | 0.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $316,082 | +30.0% | 7,300 | +11.2% | 0.01% | +16.7% |
| INMD | Sell | INMODE LTD | $341,620 | -12.9% | 10,689 | -2.7% | 0.01% | -22.2% |
| IGSB | Buy | ISHARES TR | $345,050 | +7.5% | 6,828 | +6.0% | 0.01% | 0.0% |
| IMCB | Buy | ISHARES TRmrgstr md cp etf | $312,646 | +3.4% | 5,156 | +0.0% | 0.01% | 0.0% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $350,553 | +2.6% | 4,902 | -2.0% | 0.01% | -12.5% |
| IGM | ISHARES TRexpnd tec sc etf | $334,358 | +21.2% | 985 | 0.0% | 0.01% | +16.7% | |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $328,890 | +12.8% | 10,651 | +6.0% | 0.01% | 0.0% |
| BIO | Buy | BIO RAD LABS INCcl a | $349,205 | +20.2% | 729 | +5.5% | 0.01% | 0.0% |
| DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $317,618 | -4.2% | 21,799 | 0.0% | 0.01% | -12.5% | |
| CP | Buy | CANADIAN PAC RY LTD | $326,819 | +24.3% | 4,248 | +20.5% | 0.01% | +16.7% |
| SNY | Buy | SANOFIsponsored adr | $319,406 | +14.8% | 5,869 | +2.1% | 0.01% | +16.7% |
| ICLR | Buy | ICON PLC | $356,055 | +26.2% | 1,667 | +14.7% | 0.01% | +16.7% |
| CINF | Buy | CINCINNATI FINL CORP | $327,727 | +14.9% | 2,924 | +5.0% | 0.01% | +16.7% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $334,311 | +2.6% | 7,083 | +1.0% | 0.01% | 0.0% |
| BJAN | INNOVATOR ETFS TRus eqty bufr jan | $328,816 | +6.4% | 9,352 | 0.0% | 0.01% | 0.0% | |
| SZNE | New | PACER FDS TRcfra stval eql | $353,215 | – | 9,517 | +100.0% | 0.01% | – |
| HOLX | Sell | HOLOGIC INC | $341,038 | +7.3% | 4,226 | -0.5% | 0.01% | 0.0% |
| DEO | Sell | DIAGEO PLCspon adr new | $350,957 | +0.9% | 1,937 | -0.7% | 0.01% | -12.5% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $316,812 | -9.2% | 3,131 | -11.9% | 0.01% | -12.5% |
| SLQT | Buy | SELECTQUOTE INC | $331,481 | +837.3% | 152,756 | +190.2% | 0.01% | +600.0% |
| HPQ | Sell | HP INC | $314,966 | +2.6% | 10,731 | -6.0% | 0.01% | 0.0% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $321,362 | +30.5% | 17,250 | +19.7% | 0.01% | +16.7% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $333,907 | +8.2% | 4,111 | +1.4% | 0.01% | 0.0% |
| Buy | GSK PLCsponsored adr | $356,793 | +20.0% | 10,028 | +18.5% | 0.01% | 0.0% | |
| SNOW | Sell | SNOWFLAKE INCcl a | $315,214 | -65.4% | 2,043 | -67.8% | 0.01% | -66.7% |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $282,338 | – | 10,476 | +100.0% | 0.01% | – |
| SPLK | Buy | SPLUNK INC | $291,380 | +16.0% | 3,039 | +4.2% | 0.01% | 0.0% |
| KKR | New | KKR & CO INC | $271,586 | – | 5,171 | +100.0% | 0.01% | – |
| HEIA | Buy | HEICO CORP NEWcl a | $307,047 | +22.5% | 2,259 | +8.0% | 0.01% | 0.0% |
| FITB | Sell | FIFTH THIRD BANCORP | $265,278 | -20.6% | 9,958 | -2.3% | 0.01% | -25.0% |
| Buy | LITMAN GREGORY FDS TRimgp dbi managed | $308,758 | +14.6% | 11,740 | +26.9% | 0.01% | 0.0% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $306,043 | +2.7% | 2,183 | -2.7% | 0.01% | -14.3% |
| CNI | Buy | CANADIAN NATL RY CO | $266,473 | +24.1% | 2,259 | +25.0% | 0.01% | +20.0% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $307,196 | +10.4% | 5,440 | +1.7% | 0.01% | 0.0% |
| QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $270,892 | +31.3% | 3,734 | +15.5% | 0.01% | +20.0% |
| MAIN | Buy | MAIN STR CAP CORP | $289,623 | +7.3% | 7,340 | +0.5% | 0.01% | 0.0% |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $292,078 | – | 9,431 | +100.0% | 0.01% | – | |
| XEL | Sell | XCEL ENERGY INC | $308,512 | -7.4% | 4,575 | -3.7% | 0.01% | -25.0% |
| CCL | Buy | CARNIVAL CORP | $297,814 | +27.7% | 29,341 | +1.4% | 0.01% | +20.0% |
| New | AB ACTIVE ETFS INCtax aware shrt | $262,365 | – | 10,432 | +100.0% | 0.01% | – | |
| TPL | TEXAS PACIFIC LAND CORPORATI | $272,163 | -27.4% | 160 | 0.0% | 0.01% | -25.0% | |
| KRG | Buy | KITE RLTY GROUP TR | $278,555 | +1.9% | 13,315 | +2.5% | 0.01% | 0.0% |
| A | Buy | AGILENT TECHNOLOGIES INC | $286,420 | -6.8% | 2,070 | +0.8% | 0.01% | -14.3% |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $282,747 | – | 3,745 | +100.0% | 0.01% | – |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $278,314 | -6.7% | 4,641 | -9.0% | 0.01% | -14.3% |
| SNA | New | SNAP ON INC | $308,367 | – | 1,249 | +100.0% | 0.01% | – |
| SAP | Buy | SAP SEspon adr | $282,979 | +26.1% | 2,236 | +2.8% | 0.01% | +20.0% |
| GNTX | Buy | GENTEX CORP | $304,669 | +7.3% | 10,869 | +4.4% | 0.01% | 0.0% |
| SCI | SERVICE CORP INTL | $280,679 | -0.5% | 4,081 | 0.0% | 0.01% | 0.0% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $270,591 | -32.5% | 5,655 | -36.8% | 0.01% | -33.3% |
| CUZ | Buy | COUSINS PPTYS INC | $279,652 | -14.3% | 13,080 | +1.4% | 0.01% | -14.3% |
| FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $264,580 | +5.9% | 7,037 | 0.0% | 0.01% | 0.0% | |
| DAUG | FIRST TR EXCHNG TRADED FD VIvest us deep | $281,055 | +3.2% | 8,750 | 0.0% | 0.01% | 0.0% | |
| GWW | Sell | GRAINGER W W INC | $301,300 | +16.2% | 437 | -6.2% | 0.01% | 0.0% |
| FICO | Buy | FAIR ISAAC CORP | $274,049 | +20.5% | 390 | +2.6% | 0.01% | +20.0% |
| FE | Sell | FIRSTENERGY CORP | $300,826 | -11.5% | 7,510 | -7.4% | 0.01% | -25.0% |
| PSMR | Buy | PACER FDS TRswan sos moderat | $261,923 | +8.4% | 11,727 | +3.5% | 0.01% | +20.0% |
| NOCT | Buy | INNOVATOR ETFS TRgrwt100 pwr buf | $290,184 | +21.5% | 7,414 | +8.8% | 0.01% | +20.0% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $276,953 | -8.8% | 3,555 | -3.2% | 0.01% | -14.3% |
| EA | Buy | ELECTRONIC ARTS INC | $299,606 | +32.1% | 2,487 | +33.9% | 0.01% | +20.0% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $300,743 | +11.3% | 14,866 | +7.7% | 0.01% | 0.0% |
| NDSN | Buy | NORDSON CORP | $300,277 | -4.1% | 1,351 | +2.5% | 0.01% | -14.3% |
| IEX | Buy | IDEX CORP | $295,120 | +8.7% | 1,277 | +7.4% | 0.01% | 0.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $286,233 | -5.7% | 1,383 | +5.1% | 0.01% | -14.3% |
| VMC | Buy | VULCAN MATLS CO | $276,664 | +10.1% | 1,613 | +12.5% | 0.01% | 0.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $293,896 | -2.4% | 2,006 | +1.5% | 0.01% | -14.3% |
| FTNT | New | FORTINET INC | $265,508 | – | 3,995 | +100.0% | 0.01% | – |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $282,500 | -24.6% | 3,801 | -14.8% | 0.01% | -25.0% |
| ARCC | Buy | ARES CAPITAL CORP | $276,497 | +18.4% | 15,129 | +19.6% | 0.01% | +20.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $299,864 | +33.7% | 4,061 | +22.7% | 0.01% | +20.0% |
| ON | New | ON SEMICONDUCTOR CORP | $282,028 | – | 3,426 | +100.0% | 0.01% | – |
| OKE | Buy | ONEOK INC NEW | $292,190 | +7.5% | 4,599 | +11.2% | 0.01% | 0.0% |
| DTE | Buy | DTE ENERGY CO | $303,343 | -1.0% | 2,769 | +6.2% | 0.01% | -14.3% |
| RACE | New | FERRARI N V | $276,378 | – | 1,020 | +100.0% | 0.01% | – |
| PINS | Buy | PINTEREST INCcl a | $278,863 | +17.4% | 10,226 | +4.6% | 0.01% | +20.0% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $293,663 | -4.1% | 5,619 | -5.7% | 0.01% | -14.3% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $299,686 | +2.4% | 6,449 | +0.5% | 0.01% | -14.3% |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $301,712 | – | 6,691 | +100.0% | 0.01% | – | |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $266,610 | +8.9% | 13,951 | +20.1% | 0.01% | 0.0% | |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $280,763 | +14.7% | 4,207 | +3.2% | 0.01% | 0.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $288,340 | +0.5% | 1,104 | +7.9% | 0.01% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO | $299,888 | +10.4% | 3,555 | +6.6% | 0.01% | 0.0% |
| UL | Buy | UNILEVER PLCspon adr new | $270,130 | +12.3% | 5,202 | +8.9% | 0.01% | +20.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $264,148 | +24.8% | 7,739 | +20.5% | 0.01% | +20.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $263,508 | +20.1% | 3,079 | +7.4% | 0.01% | +20.0% |
| ULTA | Buy | ULTA BEAUTY INC | $282,657 | +28.2% | 518 | +10.2% | 0.01% | +20.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $305,126 | +14.0% | 2,041 | -1.5% | 0.01% | 0.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $299,765 | +12.8% | 5,037 | +7.0% | 0.01% | 0.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $272,667 | -7.0% | 2,436 | -2.4% | 0.01% | -14.3% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $268,210 | -25.0% | 1,730 | -25.4% | 0.01% | -25.0% |
| PNM | Buy | PNM RES INC | $309,044 | +0.5% | 6,348 | +0.7% | 0.01% | -14.3% |
| NURE | Sell | NUSHARES ETF TRnuveen shrt term | $274,190 | +0.3% | 9,225 | -4.1% | 0.01% | 0.0% |
| KNG | New | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $218,212 | – | 4,242 | +100.0% | 0.01% | – |
| MRNA | Sell | MODERNA INC | $233,607 | -22.4% | 1,521 | -9.2% | 0.01% | -28.6% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $247,503 | +13.5% | 9,029 | +15.8% | 0.01% | 0.0% |
| LCTX | Buy | LINEAGE CELL THERAPEUTICS IN | $234,338 | +28.6% | 156,225 | +0.3% | 0.01% | +25.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $217,506 | -2.5% | 948 | +0.1% | 0.01% | 0.0% |
| JMSB | Sell | JOHN MARSHALL BANCORP INC | $250,236 | -25.9% | 11,585 | -1.3% | 0.01% | -37.5% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $255,633 | -7.1% | 8,054 | +0.3% | 0.01% | -16.7% |
| TIPZ | Buy | PIMCO ETF TRbroad us tips | $234,213 | +9.9% | 4,197 | +6.4% | 0.01% | 0.0% |
| SMMU | PIMCO ETF TRshtrm mun bd act | $232,473 | +1.0% | 4,670 | 0.0% | 0.01% | 0.0% | |
| EUSB | New | ISHARES TResg adv ttl usd | $220,192 | – | 5,094 | +100.0% | 0.01% | – |
| PGR | Buy | PROGRESSIVE CORP | $248,874 | +15.1% | 1,740 | +4.4% | 0.01% | 0.0% |
| IBMP | New | ISHARES TRibonds dec 27 | $231,842 | – | 9,106 | +100.0% | 0.01% | – |
| RC | Buy | READY CAPITAL CORP | $257,432 | +1.1% | 25,313 | +10.7% | 0.01% | -16.7% |
| RELX | Sell | RELX PLCsponsored adr | $216,181 | -2.9% | 6,664 | -17.0% | 0.01% | 0.0% |
| RSG | New | REPUBLIC SVCS INC | $217,574 | – | 1,609 | +100.0% | 0.01% | – |
| IQLT | Buy | ISHARES TRmsci intl qualty | $243,851 | +20.8% | 6,907 | +10.9% | 0.01% | 0.0% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $251,059 | -8.4% | 570 | -10.1% | 0.01% | -16.7% |
| IXUS | New | ISHARES TRcore msci total | $220,264 | – | 3,556 | +100.0% | 0.01% | – |
| VLUE | Buy | ISHARES TRmsci usa value | $256,541 | +15.3% | 2,771 | +13.6% | 0.01% | 0.0% |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $223,636 | – | 6,963 | +100.0% | 0.01% | – |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $230,160 | -36.5% | 1,737 | -40.2% | 0.01% | -37.5% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $243,530 | -67.3% | 11,552 | -67.5% | 0.01% | -70.6% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $215,949 | +4.8% | 8,034 | +0.3% | 0.01% | 0.0% |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $221,551 | – | 5,249 | +100.0% | 0.01% | – |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $245,680 | +1.2% | 1,796 | +0.3% | 0.01% | 0.0% |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $228,100 | – | 2,832 | +100.0% | 0.01% | – |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $257,474 | -23.4% | 3,926 | -22.9% | 0.01% | -37.5% |
| PODD | Buy | INSULET CORP | $237,944 | +14.5% | 746 | +5.7% | 0.01% | 0.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $241,550 | -7.9% | 21,567 | +15.9% | 0.01% | -16.7% |
| HWM | New | HOWMET AEROSPACE INC | $217,406 | – | 5,131 | +100.0% | 0.01% | – |
| HMC | New | HONDA MOTOR LTD | $233,100 | – | 8,799 | +100.0% | 0.01% | – |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $220,882 | -6.1% | 3,170 | +2.2% | 0.01% | 0.0% |
| SWAV | Sell | SHOCKWAVE MED INC | $255,209 | -8.1% | 1,177 | -12.8% | 0.01% | -16.7% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $235,882 | +5.9% | 7,923 | +0.7% | 0.01% | 0.0% |
| SNAP | Buy | SNAP INCcl a | $243,616 | +72.1% | 21,732 | +37.4% | 0.01% | +66.7% |
| GPC | Sell | GENUINE PARTS CO | $246,846 | -5.4% | 1,475 | -1.9% | 0.01% | -16.7% |
| IT | New | GARTNER INC | $236,509 | – | 726 | +100.0% | 0.01% | – |
| FNV | New | FRANCO NEV CORP | $240,149 | – | 1,647 | +100.0% | 0.01% | – |
| FBHS | Sell | FORTUNE BRANDS INNOVATIONS I | $217,626 | -18.9% | 3,706 | -21.1% | 0.01% | -16.7% |
| DMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $216,160 | – | 7,000 | +100.0% | 0.01% | – |
| FTRI | New | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $220,730 | – | 16,646 | +100.0% | 0.01% | – |
| TR | New | TOOTSIE ROLL INDS INC | $220,870 | – | 4,918 | +100.0% | 0.01% | – |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $221,928 | -35.7% | 3,317 | -44.7% | 0.01% | -37.5% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $225,791 | +10.6% | 2,243 | -2.4% | 0.01% | 0.0% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $229,404 | -2.6% | 6,462 | +0.3% | 0.01% | 0.0% |
| UHT | Buy | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $260,745 | +2.3% | 5,420 | +1.5% | 0.01% | -16.7% |
| FVAL | New | FIDELITY COVINGTON TRUSTvlu factor etf | $228,502 | – | 4,994 | +100.0% | 0.01% | – |
| FIDU | Sell | FIDELITY COVINGTON TRUSTmsci indl indx | $234,849 | -30.4% | 4,440 | -33.3% | 0.01% | -37.5% |
| OUNZ | VANECK MERK GOLD TRgold trust | $233,211 | +8.0% | 12,210 | 0.0% | 0.01% | 0.0% | |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $218,379 | -34.1% | 7,794 | -36.5% | 0.01% | -37.5% |
| ENTG | New | ENTEGRIS INC | $223,048 | – | 2,720 | +100.0% | 0.01% | – |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $251,228 | +9.1% | 3,503 | +0.2% | 0.01% | 0.0% |
| DRAFTKINGS INC NEW | $216,561 | +70.0% | 11,186 | 0.0% | 0.01% | +66.7% | ||
| DOCU | New | DOCUSIGN INC | $226,962 | – | 3,893 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTemerging mkts hi | $229,873 | – | 9,728 | +100.0% | 0.01% | – | |
| New | DIMENSIONAL ETF TRUSTemerging mkts va | $228,367 | – | 9,769 | +100.0% | 0.01% | – | |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $258,040 | +1.5% | 5,799 | +0.3% | 0.01% | -16.7% |
| DXCM | Buy | DEXCOM INC | $259,314 | +7.6% | 2,232 | +4.8% | 0.01% | 0.0% |
| DDOG | Sell | DATADOG INC | $261,576 | -51.4% | 3,600 | -50.9% | 0.01% | -58.3% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $257,022 | +4.6% | 1,445 | +0.1% | 0.01% | -16.7% |
| New | QUIDELORTHO CORP | $251,947 | – | 2,828 | +100.0% | 0.01% | – | |
| COO | New | COOPER COS INC | $235,667 | – | 631 | +100.0% | 0.01% | – |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $256,128 | +9.8% | 24,463 | -0.1% | 0.01% | 0.0% |
| COF | Sell | CAPITAL ONE FINL CORP | $233,865 | -12.7% | 2,432 | -15.6% | 0.01% | -16.7% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $232,640 | +10.9% | 2,341 | +2.2% | 0.01% | 0.0% |
| BBY | Sell | BEST BUY INC | $228,274 | -6.2% | 2,916 | -3.9% | 0.01% | -16.7% |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $216,416 | – | 4,297 | +100.0% | 0.01% | – |
| ATO | New | ATMOS ENERGY CORP | $214,224 | – | 1,907 | +100.0% | 0.01% | – |
| WSO | New | WATSCO INC | $247,257 | – | 777 | +100.0% | 0.01% | – |
| ANSS | New | ANSYS INC | $239,616 | – | 720 | +100.0% | 0.01% | – |
| WY | Buy | WEYERHAEUSER CO MTN BE | $249,803 | +20.7% | 8,291 | +24.2% | 0.01% | 0.0% |
| WMB | Sell | WILLIAMS COS INC | $255,241 | -11.0% | 8,548 | -2.0% | 0.01% | -16.7% |
| YYY | Sell | AMPLIFY ETF TR | $238,482 | -0.4% | 20,453 | -0.4% | 0.01% | 0.0% |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $221,284 | -11.1% | 1,821 | +0.4% | 0.01% | -16.7% |
| LNT | Sell | ALLIANT ENERGY CORP | $251,613 | -21.9% | 4,712 | -19.2% | 0.01% | -28.6% |
| ZUO | ZUORA INC | $218,061 | +55.3% | 22,071 | 0.0% | 0.01% | +66.7% | |
| ALK | ALASKA AIR GROUP INC | $231,745 | -2.3% | 5,523 | 0.0% | 0.01% | 0.0% | |
| ALC | New | ALCON AG | $217,990 | – | 3,090 | +100.0% | 0.01% | – |
| ZIM | New | ZIM INTEGRATED SHIPPING SERV | $241,443 | – | 10,240 | +100.0% | 0.01% | – |
| AMLP | Sell | ALPS ETF TRalerian mlp | $241,624 | -29.4% | 6,251 | -30.4% | 0.01% | -37.5% |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $216,371 | – | 3,183 | +100.0% | 0.01% | – |
| BGS | Buy | B & G FOODS INC NEW | $167,783 | +39.4% | 10,804 | +0.1% | 0.00% | +33.3% |
| LNG | Buy | CHENIERE ENERGY INC | $214,014 | +5.5% | 1,358 | +0.4% | 0.00% | -20.0% |
| PCEF | Buy | INVESCO EXCH TRADED FD TR II | $210,459 | +9.7% | 11,551 | +9.1% | 0.00% | 0.0% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $188,663 | -46.1% | 16,434 | -47.5% | 0.00% | -50.0% |
| CG | New | CARLYLE GROUP INC | $208,764 | – | 6,721 | +100.0% | 0.00% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $207,045 | – | 7,084 | +100.0% | 0.00% | – |
| XBI | Sell | SPDR SER TRs&p biotech | $203,260 | -23.3% | 2,667 | -16.4% | 0.00% | -33.3% |
| BE | New | BLOOM ENERGY CORP | $200,297 | – | 10,050 | +100.0% | 0.00% | – |
| KLDW | New | INVESTMENT MANAGERS SER TRknwldl ld etf | $208,449 | – | 5,261 | +100.0% | 0.00% | – |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $212,006 | -66.2% | 3,885 | -67.2% | 0.00% | -71.4% |
| BAX | Sell | BAXTER INTL INC | $210,446 | -39.6% | 5,189 | -24.1% | 0.00% | -50.0% |
| VIAC | Sell | PARAMOUNT GLOBAL | $205,715 | +20.1% | 9,221 | -9.1% | 0.00% | 0.0% |
| BLL | New | BALL CORP | $204,397 | – | 3,709 | +100.0% | 0.00% | – |
| RRC | Buy | RANGE RES CORP | $213,811 | +6.1% | 8,077 | +0.3% | 0.00% | -20.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $198,742 | +18.0% | 13,976 | +22.7% | 0.00% | 0.0% |
| EAGG | ISHARES TResg awr us agrgt | $206,725 | +2.8% | 4,301 | 0.0% | 0.00% | -20.0% | |
| ARCB | New | ARCBEST CORP | $213,581 | – | 2,311 | +100.0% | 0.00% | – |
| PTY | Sell | PIMCO CORPORATE & INCOME OPP | $210,990 | -18.8% | 16,920 | -21.8% | 0.00% | -33.3% |
| LW | New | LAMB WESTON HLDGS INC | $202,205 | – | 1,934 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $203,958 | – | 1,579 | +100.0% | 0.00% | – |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $207,151 | -91.5% | 244 | -91.6% | 0.00% | -92.7% |
| FN | New | FABRINET | $213,887 | – | 1,801 | +100.0% | 0.00% | – |
| New | PACER FDS TRswan sos modrte | $202,497 | – | 9,175 | +100.0% | 0.00% | – | |
| MKTX | New | MARKETAXESS HLDGS INC | $203,106 | – | 519 | +100.0% | 0.00% | – |
| OTLK | OUTLOOK THERAPEUTICS INC | $211,787 | +0.9% | 194,300 | 0.0% | 0.00% | -20.0% | |
| ACES | Sell | ALPS ETF TRclean energy | $207,699 | -27.3% | 4,468 | -28.8% | 0.00% | -33.3% |
| RCL | New | ROYAL CARIBBEAN GROUP | $213,555 | – | 3,270 | +100.0% | 0.00% | – |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $174,698 | -1.8% | 15,152 | +0.5% | 0.00% | 0.0% |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $200,035 | – | 8,523 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $205,200 | – | 3,836 | +100.0% | 0.00% | – |
| GLPI | Sell | GAMING & LEISURE PPTYS INC | $209,255 | -4.8% | 4,020 | -4.7% | 0.00% | -20.0% |
| ENLC | ENLINK MIDSTREAM LLC | $193,118 | -11.9% | 17,815 | 0.0% | 0.00% | -20.0% | |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $209,421 | – | 689 | +100.0% | 0.00% | – |
| SOFI | Sell | SOFI TECHNOLOGIES INC | $186,306 | -24.2% | 30,693 | -42.4% | 0.00% | -33.3% |
| DT | Sell | DYNATRACE INC | $201,010 | -13.4% | 4,752 | -21.5% | 0.00% | -20.0% |
| IJAN | New | INNOVATOR ETFS TRintrnl dev jan | $208,709 | – | 7,336 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $208,242 | – | 8,493 | +100.0% | 0.00% | – |
| ASA | Sell | ASA GOLD AND PRECIOUS MTLS L | $162,471 | +10.9% | 10,135 | -1.0% | 0.00% | 0.0% |
| AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIG | $160,342 | +7.7% | 16,496 | +2.2% | 0.00% | 0.0% |
| CUBA | Buy | HERZFELD CARIBBEAN BASIN FD | $141,174 | +4.2% | 37,798 | +2.7% | 0.00% | 0.0% |
| CX | New | CEMEX SAB DE CVspon adr new | $143,697 | – | 25,985 | +100.0% | 0.00% | – |
| ATCX | Buy | ATLAS TECHNICAL CONSULTANTS | $146,999 | +144.8% | 12,059 | +3.4% | 0.00% | +200.0% |
| OIA | Buy | INVESCO MUNI INCOME OPP TRST | $127,597 | +7.7% | 19,216 | +1.2% | 0.00% | 0.0% |
| PMX | Buy | PIMCO MUN INCOME FD III | $135,910 | -1.5% | 16,355 | +3.2% | 0.00% | 0.0% |
| HTBK | Sell | HERITAGE COMM CORP | $165,462 | -39.1% | 19,863 | -4.9% | 0.00% | -50.0% |
| PML | Buy | PIMCO MUN INCOME FD II | $120,306 | +5.5% | 12,812 | +1.6% | 0.00% | 0.0% |
| VTNR | VERTEX ENERGY INC | $141,185 | +59.4% | 14,290 | 0.0% | 0.00% | +50.0% | |
| PACW | PACWEST BANCORP DEL | $132,902 | -57.6% | 13,659 | 0.0% | 0.00% | -57.1% | |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $101,158 | -18.8% | 28,738 | -1.8% | 0.00% | -33.3% |
| AGEN | Buy | AGENUS INC | $114,760 | -36.3% | 75,500 | +0.5% | 0.00% | -50.0% |
| RCS | Sell | PIMCO STRATEGIC INCOME FD | $84,325 | -33.3% | 15,851 | -38.1% | 0.00% | -33.3% |
| JQC | New | NUVEEN CR STRATEGIES INCOME | $73,773 | – | 14,437 | +100.0% | 0.00% | – |
| NRZ | Buy | RITHM CAPITAL CORP | $98,298 | +2.7% | 12,287 | +4.8% | 0.00% | 0.0% |
| New | VAXXINITY INC | $93,229 | – | 41,070 | +100.0% | 0.00% | – | |
| PHT | Buy | PIONEER HIGH INCOME FUND INC | $73,840 | +4.2% | 11,137 | +2.2% | 0.00% | 0.0% |
| VVR | Buy | INVESCO SR INCOME TR | $75,527 | +56.7% | 20,524 | +63.1% | 0.00% | +100.0% |
| SAN | Sell | BANCO SANTANDER S.A.adr | $96,133 | +11.6% | 26,052 | -10.8% | 0.00% | 0.0% |
| Buy | HALEON PLCspon ads | $102,958 | +1.9% | 12,648 | +0.1% | 0.00% | 0.0% | |
| CLSD | CLEARSIDE BIOMEDICAL INC | $95,992 | -7.1% | 92,300 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $60,766 | -39.7% | 22,930 | +18.8% | 0.00% | -50.0% |
| VISLINK TECHNOLOGIES INC | $24,858 | -38.4% | 72,052 | 0.0% | 0.00% | 0.0% | ||
| WKHS | Sell | WORKHORSE GROUP INC | $28,909 | -18.8% | 21,736 | -7.2% | 0.00% | 0.0% |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $58,144 | -12.6% | 25,062 | -17.1% | 0.00% | -50.0% |
| NOK | Buy | NOKIA CORPsponsored adr | $61,448 | +13.2% | 12,515 | +7.0% | 0.00% | 0.0% |
| YOLO | Sell | ADVISORSHARES TRpure cannabis | $65,620 | -20.0% | 22,628 | -0.7% | 0.00% | -50.0% |
| New | NU HLDGS LTD | $68,587 | – | 14,409 | +100.0% | 0.00% | – | |
| MSOS | Buy | ADVISORSHARES TRpure us cannabis | $66,858 | -12.2% | 11,750 | +7.9% | 0.00% | -50.0% |
| SCIENCE 37 HOLDINGS INC | $38,861 | -32.2% | 138,000 | 0.0% | 0.00% | 0.0% | ||
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $43,272 | +5.9% | 16,268 | +4.7% | 0.00% | 0.0% |
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $43,801 | – | 24,887 | +100.0% | 0.00% | – |
| OCUP | OCUPHIRE PHARMA INC | $43,500 | +6.2% | 11,600 | 0.0% | 0.00% | 0.0% | |
| CVM | Sell | CEL-SCI CORP | $29,452 | -18.1% | 12,695 | -17.0% | 0.00% | 0.0% |
| ZEV | LIGHTNING EMOTORS INC | $8,813 | -21.8% | 30,763 | 0.0% | 0.00% | – | |
| SENS | SENSEONICS HLDGS INC | $12,106 | -31.1% | 17,050 | 0.0% | 0.00% | – | |
| VVOS | VIVOS THERAPEUTICS INC | $5,054 | -15.1% | 14,817 | 0.0% | 0.00% | – | |
| NISN | NISUN INTL ENT DVPMT GP CO L | $4,929 | -16.0% | 10,300 | 0.0% | 0.00% | – | |
| Sell | GINKGO BIOWORKS HOLDINGS INC | $14,497 | -24.7% | 10,900 | -4.3% | 0.00% | – | |
| MULLEN AUTOMOTIVE INC | $2,101 | -54.1% | 16,000 | 0.0% | 0.00% | – | ||
| Sell | BOXED INC | $13,490 | -3.2% | 71,074 | -0.6% | 0.00% | – | |
| AAU | ALMADEN MINERALS LTD | $2,014 | -22.2% | 10,600 | 0.0% | 0.00% | – | |
| TERRAN ORBITAL CORPORATION | $18,400 | +16.5% | 10,000 | 0.0% | 0.00% | – | ||
| ATOS | ATOSSA THERAPEUTICS INC | $7,495 | +37.1% | 10,340 | 0.0% | 0.00% | – | |
| QUBT | QUANTUM COMPUTING INC | $13,100 | -13.2% | 10,000 | 0.0% | 0.00% | – | |
| APPH | Sell | APPHARVEST INC | $14,060 | +7.8% | 22,963 | -0.1% | 0.00% | – |
| New | SONDER HOLDINGS INC | $22,051 | – | 29,125 | +100.0% | 0.00% | – | |
| NAT | Exit | NORDIC AMERICAN TANKERS LIMI | $0 | – | -13,342 | -100.0% | -0.00% | – |
| EYPT | Exit | EYEPOINT PHARMACEUTICALS INC | $0 | – | -17,255 | -100.0% | -0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -10,492 | -100.0% | -0.00% | – |
| NUSI | Exit | ETF SER SOLUTIONSnationwide nasdq | $0 | – | -10,053 | -100.0% | -0.00% | – |
| BHK | Exit | BLACKROCK CORE BD TR | $0 | – | -18,810 | -100.0% | -0.00% | – |
| CAF | Exit | MORGAN STANLEY CHINA A SH FD | $0 | – | -11,273 | -100.0% | -0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -10,303 | -100.0% | -0.00% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -1,049 | -100.0% | -0.01% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -5,463 | -100.0% | -0.01% | – |
| RYF | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $0 | – | -3,623 | -100.0% | -0.01% | – |
| BIBL | Exit | NORTHERN LTS FD TR IVinspire 100 etf | $0 | – | -6,766 | -100.0% | -0.01% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -1,813 | -100.0% | -0.01% | – |
| JAAA | Exit | JANUS DETROIT STR TRhendrson aaa cl | $0 | – | -4,435 | -100.0% | -0.01% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -814 | -100.0% | -0.01% | – |
| Exit | BROOKFIELD CORPcl a ltd vt sh | $0 | – | -6,565 | -100.0% | -0.01% | – | |
| BG | Exit | BUNGE LIMITED | $0 | – | -2,045 | -100.0% | -0.01% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -5,551 | -100.0% | -0.01% | – |
| LAZ | Exit | LAZARD LTD | $0 | – | -6,155 | -100.0% | -0.01% | – |
| MTDR | Exit | MATADOR RES CO | $0 | – | -3,917 | -100.0% | -0.01% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -2,493 | -100.0% | -0.01% | – |
| ORI | Exit | OLD REP INTL CORP | $0 | – | -9,987 | -100.0% | -0.01% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -5,196 | -100.0% | -0.01% | – |
| DMB | Exit | BNY MELLON MUN BD INFRASTRUC | $0 | – | -22,244 | -100.0% | -0.01% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -2,944 | -100.0% | -0.01% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -3,486 | -100.0% | -0.01% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -2,888 | -100.0% | -0.01% | – |
| DWX | Exit | SPDR INDEX SHS FDSs&p intl etf | $0 | – | -7,571 | -100.0% | -0.01% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -7,937 | -100.0% | -0.01% | – |
| APA | Exit | APA CORPORATION | $0 | – | -5,419 | -100.0% | -0.01% | – |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -1,565 | -100.0% | -0.01% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -2,885 | -100.0% | -0.01% | – |
| GL | Exit | GLOBE LIFE INC | $0 | – | -2,700 | -100.0% | -0.01% | – |
| IBD | Exit | NORTHERN LTS FD TR IVinspire corp bd | $0 | – | -13,211 | -100.0% | -0.01% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -10,952 | -100.0% | -0.01% | – |
| RLJPRA | Exit | RLJ LODGING TRcum conv pfd a | $0 | – | -12,100 | -100.0% | -0.01% | – |
| PCQ | Exit | PIMCO CALIF MUN INCOME FD | $0 | – | -20,093 | -100.0% | -0.01% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -1,303 | -100.0% | -0.01% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -5,704 | -100.0% | -0.01% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -3,264 | -100.0% | -0.01% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -11,321 | -100.0% | -0.01% | – |
| VAMO | Exit | CAMBRIA ETF TRvalue momentum | $0 | – | -12,273 | -100.0% | -0.01% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -6,810 | -100.0% | -0.01% | – |
| FBCV | Exit | FIDELITY COVINGTON TRUSTblue chip value | $0 | – | -13,445 | -100.0% | -0.01% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -13,970 | -100.0% | -0.01% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -31,200 | -100.0% | -0.01% | – |
| BSCR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -32,705 | -100.0% | -0.01% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -31,710 | -100.0% | -0.01% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -31,382 | -100.0% | -0.02% | – |
| TA | Exit | TRAVELCENTERS OF AMERICA INC | $0 | – | -18,018 | -100.0% | -0.02% | – |
| ENSG | Exit | ENSIGN GROUP INC | $0 | – | -8,216 | -100.0% | -0.02% | – |
| PTBD | Exit | PACER FDS TRtrendpilot us bd | $0 | – | -43,591 | -100.0% | -0.02% | – |
| ALTL | Exit | PACER FDS TRlunt lrg cp altr | $0 | – | -21,721 | -100.0% | -0.02% | – |
| LIN | Exit | LINDE PLC | $0 | – | -3,121 | -100.0% | -0.02% | – |
| Exit | TIDAL ETF TRnoble absolute | $0 | – | -44,175 | -100.0% | -0.03% | – | |
| CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -34,649 | -100.0% | -0.05% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -26,832 | -100.0% | -0.07% | – |
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 2023-05-02
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.