VALLEY NATIONAL ADVISERS INC - Q4 2020 holdings

$477 Million is the total value of VALLEY NATIONAL ADVISERS INC's 854 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 21.4% .

 Value Shares↓ Weighting
JPST SellJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$31,685,000
-1.3%
623,841
-1.3%
6.65%
-9.6%
TOTL BuySSGA ACTIVE ETF TRspdr tr tactic$30,993,000
+36.9%
628,919
+36.9%
6.50%
+25.4%
SCHO SellSCHWAB STRATEGIC TRsht tm us tres$30,329,000
-39.4%
590,180
-39.3%
6.36%
-44.5%
AAPL SellAPPLE INC$23,660,000
+11.6%
178,314
-2.6%
4.96%
+2.2%
SCHX BuySCHWAB STRATEGIC TRus lrg cap etf$23,282,000
+15.2%
255,991
+2.2%
4.88%
+5.6%
BOND BuyPIMCO ETF TRactive bd etf$22,492,000
+42.5%
198,851
+41.6%
4.72%
+30.5%
SCHB SellSCHWAB STRATEGIC TRus brd mkt etf$14,489,000
+8.1%
159,237
-5.4%
3.04%
-0.9%
MSFT SellMICROSOFT CORP$13,670,000
+1.9%
61,459
-3.6%
2.87%
-6.6%
BSCL SellINVESCO EXCH TRD SLF IDX FD$13,553,000
-21.9%
639,009
-21.5%
2.84%
-28.4%
STOT SellSSGA ACTIVE TRspdr dbleln shrt$9,145,000
-25.8%
183,524
-26.0%
1.92%
-32.0%
SCHM BuySCHWAB STRATEGIC TRus mid-cap etf$8,772,000
+23.4%
128,664
+0.4%
1.84%
+13.1%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$6,942,000
+23.3%
192,782
+7.5%
1.46%
+13.0%
AMGN SellAMGEN INC$6,432,000
-12.8%
27,974
-3.6%
1.35%
-20.0%
CMCSA BuyCOMCAST CORP NEWcl a$6,264,000
+13.7%
119,550
+0.4%
1.31%
+4.2%
AMZN SellAMAZON COM INC$5,843,000
+2.9%
1,794
-0.5%
1.23%
-5.6%
DIS SellDISNEY WALT CO$5,357,000
+42.4%
29,566
-2.5%
1.12%
+30.5%
SCHW BuySCHWAB CHARLES CORP$4,814,000
+94.0%
90,761
+32.5%
1.01%
+77.8%
SCHD SellSCHWAB STRATEGIC TRus dividend eq$4,415,000
+12.7%
68,841
-2.8%
0.93%
+3.3%
HON SellHONEYWELL INTL INC$4,146,000
+18.5%
19,491
-8.3%
0.87%
+8.6%
UNP SellUNION PAC CORP$3,727,000
-0.3%
17,898
-5.8%
0.78%
-8.6%
FIBR NewISHARES TRu.s. fixed incme$3,592,00035,009
+100.0%
0.75%
AVGO SellBROADCOM INC$3,508,000
+13.5%
8,013
-5.6%
0.74%
+4.1%
UNH SellUNITEDHEALTH GROUP INC$3,359,000
+9.3%
9,579
-2.9%
0.70%
+0.1%
SCHE BuySCHWAB STRATEGIC TRemrg mkteq etf$3,130,000
+35.0%
102,136
+17.9%
0.66%
+23.5%
SCHA SellSCHWAB STRATEGIC TRus sml cap etf$3,028,000
+29.2%
34,019
-0.8%
0.64%
+18.5%
NOC BuyNORTHROP GRUMMAN CORP$2,906,000
+256.6%
9,536
+269.2%
0.61%
+226.2%
BDX SellBECTON DICKINSON & CO$2,892,000
-2.9%
11,557
-9.7%
0.61%
-11.0%
MCD SellMCDONALDS CORP$2,815,000
-7.6%
13,116
-5.5%
0.59%
-15.4%
PEP SellPEPSICO INC$2,763,000
+2.0%
18,634
-4.6%
0.58%
-6.5%
IPG BuyINTERPUBLIC GROUP COS INC$2,720,000
+172.0%
115,642
+92.9%
0.57%
+149.3%
PFE BuyPFIZER INC$2,685,000
+0.9%
72,940
+0.6%
0.56%
-7.6%
MSM BuyMSC INDL DIRECT INCcl a$2,599,000
+47.0%
30,800
+10.3%
0.54%
+34.6%
ARKG BuyARK ETF TRgenomic rev etf$2,553,000
+81.8%
27,373
+24.2%
0.54%
+66.7%
CVS SellCVS HEALTH CORP$2,468,000
+14.1%
36,135
-2.4%
0.52%
+4.6%
EMR SellEMERSON ELEC CO$2,459,000
+21.7%
30,598
-0.7%
0.52%
+11.7%
JPM SellJPMORGAN CHASE & CO$2,399,000
+30.3%
18,878
-1.3%
0.50%
+19.5%
FNDX SellSCHWAB STRATEGIC TRschwab fdt us lg$2,392,000
+8.4%
52,805
-7.3%
0.50%
-0.6%
NVO SellNOVO-NORDISK A Sadr$2,371,000
+0.2%
33,947
-0.4%
0.50%
-8.3%
BLK SellBLACKROCK INC$2,197,000
+23.0%
3,045
-3.9%
0.46%
+12.7%
NVS SellNOVARTIS AGsponsored adr$2,097,000
+5.9%
22,210
-2.5%
0.44%
-2.9%
IUSB NewISHARES TRcore total usd$2,095,00038,391
+100.0%
0.44%
AMAT BuyAPPLIED MATLS INC$2,069,000
+51.0%
23,975
+4.0%
0.43%
+38.2%
ISTB SellISHARES TRcore 1 5 yr usd$2,040,000
-13.7%
39,504
-13.8%
0.43%
-20.9%
PBW BuyINVESCO EXCHANGE TRADED FD Twilderhil clan$2,029,000
+137.0%
19,628
+39.3%
0.43%
+117.3%
TFC SellTRUIST FINL CORP$2,008,000
+20.5%
41,894
-4.4%
0.42%
+10.2%
COF SellCAPITAL ONE FINL CORP$2,000,000
+29.2%
20,229
-6.1%
0.42%
+18.4%
APD BuyAIR PRODS & CHEMS INC$1,946,000
+2.6%
7,123
+11.9%
0.41%
-6.0%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$1,911,000
+8.9%
8,241
-0.0%
0.40%
-0.2%
VGT SellVANGUARD WORLD FDSinf tech etf$1,872,000
+10.4%
5,291
-2.8%
0.39%
+1.3%
VZ BuyVERIZON COMMUNICATIONS INC$1,863,000
-1.2%
31,707
+0.1%
0.39%
-9.3%
FTS SellFORTIS INC$1,805,000
-1.4%
44,148
-1.4%
0.38%
-9.5%
MO BuyALTRIA GROUP INC$1,805,000
+339.2%
44,031
+313.9%
0.38%
+303.2%
SPY BuySPDR S&P 500 ETF TRtr unit$1,733,000
+18.1%
4,635
+5.8%
0.36%
+8.0%
EMN SellEASTMAN CHEM CO$1,691,000
+23.9%
16,860
-3.5%
0.36%
+13.8%
CVX SellCHEVRON CORP NEW$1,649,000
+11.9%
19,530
-4.5%
0.35%
+2.7%
XOM SellEXXON MOBIL CORP$1,625,000
+18.5%
39,415
-1.3%
0.34%
+8.6%
CSCO SellCISCO SYS INC$1,588,000
+13.4%
35,481
-0.2%
0.33%
+4.1%
UL SellUNILEVER PLCspon adr new$1,577,000
-6.9%
26,134
-4.9%
0.33%
-14.7%
PPL SellPPL CORP$1,555,000
+1.1%
55,147
-2.4%
0.33%
-7.4%
ARKW BuyARK ETF TRnext gnrtn inter$1,547,000
+99.4%
10,573
+47.9%
0.32%
+82.0%
FIVG BuyETF SER SOLUTIONSdefiance next$1,536,000
+75.1%
45,701
+48.4%
0.32%
+60.2%
SCHC BuySCHWAB STRATEGIC TRintl sceqt etf$1,446,000
+27.3%
38,395
+10.0%
0.30%
+16.5%
HAIL BuySPDR SER TRs&p kensho smart$1,439,000
+122.4%
26,221
+51.9%
0.30%
+104.1%
NEAR BuyISHARES U S ETF TRblackrock st mat$1,406,000
+35050.0%
28,034
+32123.0%
0.30%
+29400.0%
JNJ SellJOHNSON & JOHNSON$1,382,000
+5.7%
8,778
-0.1%
0.29%
-3.0%
USB SellUS BANCORP DEL$1,371,000
+21.2%
29,420
-6.7%
0.29%
+11.2%
ARKF BuyARK ETF TRfintech innova$1,362,000
+95.4%
27,398
+56.0%
0.29%
+78.8%
MDT BuyMEDTRONIC PLC$1,361,000
+41.9%
11,619
+25.9%
0.28%
+30.1%
IBUY BuyAMPLIFY ETF TRonlin retl etf$1,348,000
+113.6%
11,794
+64.9%
0.28%
+96.5%
GOOGL SellALPHABET INCcap stk cl a$1,346,000
+19.4%
768
-0.1%
0.28%
+9.3%
MELI  MERCADOLIBRE INC$1,340,000
+54.7%
8000.0%0.28%
+41.9%
XT SellISHARES TRexponential tech$1,327,000
+13.0%
23,188
-4.0%
0.28%
+3.3%
ROBO BuyEXCHANGE TRADED CONCEPTS TRrobo glb etf$1,310,000
+105.7%
21,510
+62.5%
0.28%
+88.4%
RYT  INVESCO EXCHANGE TRADED FD Ts&p500 eql tec$1,305,000
+20.4%
5,1450.0%0.27%
+10.5%
ABBV SellABBVIE INC$1,296,000
+15.7%
12,098
-5.4%
0.27%
+6.2%
FB BuyFACEBOOK INCcl a$1,265,000
+8.8%
4,630
+4.3%
0.26%
-0.4%
LLY SellLILLY ELI & CO$1,264,000
+12.2%
7,484
-1.7%
0.26%
+2.7%
PG SellPROCTER AND GAMBLE CO$1,252,000
-1.3%
9,001
-1.5%
0.26%
-9.3%
BX BuyBLACKSTONE GROUP INC$1,251,000
+26.5%
19,310
+2.0%
0.26%
+15.9%
EMQQ BuyEXCHANGE TRADED CONCEPTS TRemqq em intern$1,240,000
+107.4%
19,508
+70.5%
0.26%
+89.8%
BSCM SellINVESCO EXCH TRD SLF IDX FD$1,224,000
-17.4%
56,292
-17.0%
0.26%
-24.2%
SIMS BuySPDR SER TRs&p kensho intlg$1,227,000
+121.5%
29,142
+70.4%
0.26%
+102.4%
HACK BuyETF MANAGERS TRprime cybr scrty$1,221,000
+139.4%
21,214
+93.8%
0.26%
+118.8%
IGV BuyISHARES TRexpanded tech$1,215,000
+104.2%
3,431
+79.4%
0.26%
+87.5%
GAMR BuyETF MANAGERS TRwedbush vid game$1,204,000
+99.0%
15,250
+71.1%
0.25%
+83.3%
IHI BuyISHARES TRu.s. med dvc etf$1,200,000
+95.1%
3,667
+78.5%
0.25%
+78.7%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$1,171,000
+14.5%
12,793
+1.2%
0.25%
+5.1%
ETN SellEATON CORP PLC$1,166,000
+11.4%
9,709
-5.4%
0.24%
+2.1%
IWF SellISHARES TRrus 1000 grw etf$1,163,000
+11.1%
4,821
-0.1%
0.24%
+1.7%
INTC SellINTEL CORP$1,157,000
-9.7%
23,219
-6.1%
0.24%
-17.1%
BFIT BuyGLOBAL X FDShelth well etf$1,138,000
+108.4%
44,506
+78.8%
0.24%
+91.2%
EVX BuyVANECK VECTORS ETF TRenvironmental sv$1,128,000
+112.0%
9,376
+76.2%
0.24%
+94.3%
MOO BuyVANECK VECTORS ETF TRagribusiness etf$1,118,000
+103.3%
14,354
+76.1%
0.23%
+85.7%
MRK BuyMERCK & CO. INC$1,118,000
+2.3%
13,670
+3.8%
0.23%
-6.4%
SBIO BuyALPS ETF TRmed breakthgh$1,116,000
+121.4%
21,788
+77.8%
0.23%
+103.5%
PHO BuyINVESCO EXCHANGE TRADED FD Twater res etf$1,111,000
+108.8%
23,927
+78.5%
0.23%
+91.0%
LOW SellLOWES COS INC$1,102,000
-76.5%
6,866
-75.7%
0.23%
-78.5%
LMT BuyLOCKHEED MARTIN CORP$1,090,000
+40.3%
3,070
+51.5%
0.23%
+28.7%
AGNG BuyGLOBAL X FDSlnty thmtc etf$1,078,000
+105.3%
38,618
+89.0%
0.23%
+88.3%
TROW SellPRICE T ROWE GROUP INC$1,059,000
+13.7%
6,996
-3.7%
0.22%
+4.2%
TT SellTRANE TECHNOLOGIES PLC$1,048,000
+19.5%
7,217
-0.2%
0.22%
+9.5%
T SellAT&T INC$1,005,000
-2.6%
34,962
-3.4%
0.21%
-10.6%
TJX SellTJX COS INC NEW$997,000
+18.3%
14,594
-3.7%
0.21%
+8.3%
MXIM SellMAXIM INTEGRATED PRODS INC$993,000
+27.1%
11,205
-3.0%
0.21%
+16.2%
LRCX BuyLAM RESEARCH CORP$964,000
+90.5%
2,041
+33.8%
0.20%
+74.1%
WMT BuyWALMART INC$950,000
+5.9%
6,588
+2.7%
0.20%
-2.9%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$945,000
+11.3%
7,358
-0.1%
0.20%
+2.1%
QCOM SellQUALCOMM INC$906,000
+19.2%
5,945
-8.0%
0.19%
+9.2%
FNDF SellSCHWAB STRATEGIC TRschwb fdt int lg$898,000
+2.4%
30,677
-14.0%
0.19%
-6.5%
TSLA SellTESLA INC$886,000
+64.1%
1,255
-0.2%
0.19%
+50.0%
BMY SellBRISTOL-MYERS SQUIBB CO$880,000
+2.1%
14,187
-0.8%
0.18%
-6.1%
ADI SellANALOG DEVICES INC$863,000
+19.4%
5,843
-5.7%
0.18%
+9.7%
WFC SellWELLS FARGO CO NEW$829,000
+0.4%
27,478
-21.8%
0.17%
-7.9%
IHDG SellWISDOMTREE TRitl hdg qtly div$804,000
+1.3%
20,458
-5.8%
0.17%
-7.1%
CB SellCHUBB LIMITED$780,000
+24.0%
5,065
-6.5%
0.16%
+13.9%
NSC BuyNORFOLK SOUTHN CORP$732,000
+11.1%
3,083
+0.1%
0.15%
+2.0%
BA BuyBOEING CO$733,000
+31.8%
3,423
+1.8%
0.15%
+21.3%
IBB SellISHARES TRnasdaq biotech$727,000
+6.6%
4,800
-4.6%
0.15%
-2.6%
BSCN SellINVESCO EXCH TRD SLF IDX FD$721,000
-22.1%
32,928
-22.5%
0.15%
-28.8%
FMS SellFRESENIUS MED CARE AG&CO KGAsponsored adr$697,000
-2.9%
16,767
-0.7%
0.15%
-11.0%
HUBB BuyHUBBELL INC$672,000
+19.1%
4,289
+4.1%
0.14%
+9.3%
NOBL SellPROSHARES TRs&p 500 dv arist$669,000
+7.0%
8,375
-3.3%
0.14%
-2.1%
VTI BuyVANGUARD INDEX FDStotal stk mkt$663,000
+20.5%
3,404
+5.4%
0.14%
+10.3%
SNY  SANOFIsponsored adr$645,000
-3.2%
13,2690.0%0.14%
-11.2%
LGVW NewLONGVIEW ACQUISITION CORP$643,00032,486
+100.0%
0.14%
VUG  VANGUARD INDEX FDSgrowth etf$643,000
+11.4%
2,5370.0%0.14%
+2.3%
UPS SellUNITED PARCEL SERVICE INCcl b$623,000
-0.2%
3,697
-1.3%
0.13%
-8.4%
ABB SellABB LTDsponsored adr$608,000
+4.1%
21,741
-5.3%
0.13%
-4.5%
PM BuyPHILIP MORRIS INTL INC$606,000
+11.2%
7,320
+0.8%
0.13%
+1.6%
EVR NewEVERCORE INCclass a$589,0005,374
+100.0%
0.12%
APO  APOLLO GLOBAL MGMT INC$586,000
+9.5%
11,9560.0%0.12%
+0.8%
PFS BuyPROVIDENT FINL SVCS INC$527,000
+64.2%
29,339
+11.5%
0.11%
+52.1%
XBI  SPDR SER TRs&p biotech$496,000
+26.5%
3,5200.0%0.10%
+15.6%
FDN  FIRST TR EXCHANGE-TRADED FDdj internt idx$481,000
+12.6%
2,2670.0%0.10%
+3.1%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$482,000
+10.8%
3,417
+1.0%
0.10%
+1.0%
CNI SellCANADIAN NATL RY CO$480,000
+1.9%
4,374
-1.0%
0.10%
-6.5%
EPD BuyENTERPRISE PRODS PARTNERS L$471,000
+44.0%
24,019
+15.9%
0.10%
+32.0%
DE  DEERE & CO$462,000
+21.3%
1,7180.0%0.10%
+11.5%
SBUX SellSTARBUCKS CORP$440,000
+21.9%
4,117
-2.0%
0.09%
+10.8%
GNTX BuyGENTEX CORP$431,000
+1859.1%
12,691
+1386.1%
0.09%
+1700.0%
IBHA BuyISHARES TRibonds 21 trm hg$427,000
+1054.1%
17,597
+1044.9%
0.09%
+1025.0%
FULT BuyFULTON FINL CORP PA$429,000
+113.4%
33,749
+56.4%
0.09%
+95.7%
RDFN  REDFIN CORP$428,000
+37.6%
6,2350.0%0.09%
+26.8%
BIV SellVANGUARD BD INDEX FDSintermed term$426,000
-7.2%
4,583
-6.6%
0.09%
-15.2%
IBM BuyINTERNATIONAL BUSINESS MACHS$418,000
+3.7%
3,318
+0.2%
0.09%
-4.3%
DVY  ISHARES TRselect divid etf$417,000
+17.8%
4,3400.0%0.09%
+7.4%
IBHC BuyISHARES TRibonds 23 trm hg$414,000
+1018.9%
16,937
+983.6%
0.09%
+987.5%
PNC  PNC FINL SVCS GROUP INC$411,000
+35.6%
2,7600.0%0.09%
+24.6%
GS BuyGOLDMAN SACHS GROUP INC$408,000
+334.0%
1,546
+230.3%
0.09%
+290.9%
IBHB BuyISHARES TRibonds 22 trm hg$409,000
+1005.4%
16,870
+978.6%
0.09%
+975.0%
HD SellHOME DEPOT INC$395,000
-6.0%
1,488
-1.6%
0.08%
-13.5%
D BuyDOMINION ENERGY INC$396,000
-0.8%
5,260
+4.0%
0.08%
-8.8%
VV BuyVANGUARD INDEX FDSlarge cap etf$393,000
+13.3%
2,235
+0.8%
0.08%
+3.8%
FNDB SellSCHWAB STRATEGIC TRschwab fdt us bm$388,000
+7.5%
8,641
-8.8%
0.08%
-2.4%
VB BuyVANGUARD INDEX FDSsmall cp etf$388,000
+42.1%
1,994
+12.3%
0.08%
+30.6%
NKE SellNIKE INCcl b$388,000
-46.1%
2,744
-52.1%
0.08%
-50.9%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$382,000
-17.7%
1,642
+4.0%
0.08%
-24.5%
GE SellGENERAL ELECTRIC CO$373,000
+68.0%
34,567
-2.9%
0.08%
+52.9%
YUM SellYUM BRANDS INC$371,000
+9.4%
3,415
-7.9%
0.08%0.0%
IWR BuyISHARES TRrus mid cap etf$361,000
+19.5%
5,268
+0.1%
0.08%
+10.1%
PEG  PUBLIC SVC ENTERPRISE GRP IN$354,000
+6.3%
6,0730.0%0.07%
-2.6%
ITW SellILLINOIS TOOL WKS INC$348,000
-5.7%
1,705
-10.8%
0.07%
-13.1%
MDLZ SellMONDELEZ INTL INCcl a$347,000
+1.2%
5,940
-0.4%
0.07%
-7.6%
MMM Buy3M CO$343,000
+31.9%
1,960
+20.8%
0.07%
+20.0%
VMBS SellVANGUARD SCOTTSDALE FDSmortg-back sec$338,000
-9.4%
6,247
-9.2%
0.07%
-16.5%
FBHS SellFORTUNE BRANDS HOME & SEC IN$332,000
-3.5%
3,868
-2.7%
0.07%
-11.4%
F BuyFORD MTR CO DEL$331,000
+6520.0%
37,645
+4738.7%
0.07%
+6800.0%
VCR  VANGUARD WORLD FDSconsum dis etf$326,000
+17.3%
1,1840.0%0.07%
+6.2%
IJS BuyISHARES TRsp smcp600vl etf$322,000
+32.5%
3,962
+100.0%
0.07%
+21.4%
MDB BuyMONGODB INCcl a$320,000
+263.6%
891
+134.5%
0.07%
+235.0%
SDY BuySPDR SER TRs&p divid etf$314,000
+15.0%
2,968
+0.4%
0.07%
+6.5%
IBHD BuyISHARES TRibonds 24 trm hg$310,000
+737.8%
12,764
+713.0%
0.06%
+712.5%
IBHE BuyISHARES TRibonds 25 trm hg$309,000
+735.1%
12,391
+709.3%
0.06%
+712.5%
CAT SellCATERPILLAR INC$310,000
-18.0%
1,702
-32.8%
0.06%
-25.3%
CRM SellSALESFORCE COM INC$299,000
-13.1%
1,345
-1.8%
0.06%
-20.3%
REGN BuyREGENERON PHARMACEUTICALS$299,000
+14.6%
619
+32.5%
0.06%
+5.0%
CMA SellCOMERICA INC$301,000
+16.7%
5,390
-20.2%
0.06%
+6.8%
PRF BuyINVESCO EXCHANGE TRADED FD Tftse rafi 1000$296,000
+17.5%
2,223
+0.5%
0.06%
+6.9%
VBK  VANGUARD INDEX FDSsml cp grw etf$293,000
+24.7%
1,0940.0%0.06%
+13.0%
BAC SellBK OF AMERICA CORP$281,000
+20.6%
9,285
-4.1%
0.06%
+11.3%
IBDQ BuyISHARES TRibonds dec25 etf$275,000
+85.8%
10,041
+84.0%
0.06%
+70.6%
NVDA  NVIDIA CORPORATION$267,000
-3.6%
5110.0%0.06%
-11.1%
FNDA SellSCHWAB STRATEGIC TRschwab fdt us sc$269,000
+22.8%
6,257
-5.6%
0.06%
+12.0%
CHE  CHEMED CORP NEW$264,000
+10.9%
4960.0%0.06%
+1.9%
LIT BuyGLOBAL X FDSlithium btry etf$241,000
+24000.0%
3,891
+16112.5%
0.05%
BSCP BuyINVESCO EXCH TRD SLF IDX FD$238,000
+852.0%
10,509
+845.1%
0.05%
+733.3%
KO SellCOCA COLA CO$237,000
+8.7%
4,318
-2.0%
0.05%0.0%
VIAC BuyVIACOMCBS INCcl b$239,000
+71.9%
6,409
+28.9%
0.05%
+56.2%
BSCO BuyINVESCO EXCH TRD SLF IDX FD$237,000
+848.0%
10,603
+846.7%
0.05%
+733.3%
VEEV BuyVEEVA SYS INC$226,000
+18.9%
830
+22.8%
0.05%
+9.3%
VNQ  VANGUARD INDEX FDSreal estate etf$208,000
+7.2%
2,4510.0%0.04%0.0%
BETZ BuyLISTED FD TRroundhill sports$208,000
+642.9%
8,061
+507.0%
0.04%
+633.3%
LAZ SellLAZARD LTD$211,000
+0.5%
4,996
-21.2%
0.04%
-8.3%
IJT BuyISHARES TRs&p sml 600 gwt$203,000
+29.3%
1,780
+100.0%
0.04%
+19.4%
DWM  WISDOMTREE TRintl equity fd$203,000
+10.9%
4,0140.0%0.04%
+2.4%
FNDE SellSCHWAB STRATEGIC TRschwb fdt emk lg$201,000
-9.5%
7,103
-24.1%
0.04%
-17.6%
IJJ BuyISHARES TRs&p mc 400vl etf$202,000
+27.8%
2,338
+100.0%
0.04%
+16.7%
PAYX SellPAYCHEX INC$199,000
+11.8%
2,131
-4.5%
0.04%
+2.4%
MTX  MINERALS TECHNOLOGIES INC$190,000
+21.8%
3,0570.0%0.04%
+11.1%
WCC  WESCO INTL INC$192,000
+77.8%
2,4450.0%0.04%
+60.0%
JUST BuyGOLDMAN SACHS ETF TRjust us lrg cp$193,000
+21.4%
3,537
+8.7%
0.04%
+11.1%
FITB BuyFIFTH THIRD BANCORP$193,000
+30.4%
6,989
+0.8%
0.04%
+17.6%
XLK SellSELECT SECTOR SPDR TRtechnology$186,000
-6.5%
1,427
-16.4%
0.04%
-15.2%
ENB SellENBRIDGE INC$175,000
+9.4%
5,481
-0.0%
0.04%0.0%
MSI  MOTOROLA SOLUTIONS INC$178,000
+8.5%
1,0450.0%0.04%
-2.6%
QQQ BuyINVESCO QQQ TRunit ser 1$173,000
+55.9%
550
+37.5%
0.04%
+44.0%
ALLE  ALLEGION PLC$174,000
+17.6%
1,4950.0%0.04%
+5.9%
ADBE BuyADOBE SYSTEMS INCORPORATED$162,000
+3.8%
323
+1.6%
0.03%
-5.6%
EXPE SellEXPEDIA GROUP INC$160,000
+44.1%
1,207
-0.5%
0.03%
+36.0%
CSX  CSX CORP$163,000
+17.3%
1,7950.0%0.03%
+6.2%
IVV SellISHARES TRcore s&p500 etf$157,000
+8.3%
417
-3.5%
0.03%0.0%
DIA BuySPDR DOW JONES INDL AVERAGEut ser 1$152,000
+27.7%
496
+15.9%
0.03%
+18.5%
VTRS NewVIATRIS INC$154,0008,231
+100.0%
0.03%
IBDS  ISHARES TRibonds 27 etf$150,000
+1.4%
5,4530.0%0.03%
-8.8%
PSA  PUBLIC STORAGE$149,000
+4.2%
6440.0%0.03%
-6.1%
WH SellWYNDHAM HOTELS & RESORTS INC$146,000
+11.5%
2,453
-5.2%
0.03%
+3.3%
SCHZ  SCHWAB STRATEGIC TRus aggregate b$146,0000.0%2,6060.0%0.03%
-6.1%
IBDR  ISHARES TRibonds dec2026$150,000
+1.4%
5,5170.0%0.03%
-8.8%
IPAY SellETF MANAGERS TRprime mobile pay$150,000
+2.7%
2,256
-15.8%
0.03%
-6.1%
IBDT  ISHARES TRibds dec28 etf$150,000
+1.4%
5,0750.0%0.03%
-8.8%
SPYV  SPDR SER TRprtflo s&p500 vl$150,000
+14.5%
4,3520.0%0.03%
+3.3%
IBDU  ISHARES TRibonds dec 29$150,000
+1.4%
5,4680.0%0.03%
-8.8%
NOW  SERVICENOW INC$149,000
+13.7%
2710.0%0.03%
+3.3%
AXP  AMERICAN EXPRESS CO$140,000
+20.7%
1,1620.0%0.03%
+7.4%
CI  CIGNA CORP NEW$137,000
+23.4%
6560.0%0.03%
+16.0%
PII SellPOLARIS INC$140,000
-2.1%
1,468
-3.0%
0.03%
-12.1%
IR SellINGERSOLL RAND INC$140,000
+10.2%
3,073
-13.7%
0.03%0.0%
OSK SellOSHKOSH CORP$137,000
+8.7%
1,588
-7.1%
0.03%0.0%
INO  INOVIO PHARMACEUTICALS INC$139,000
-23.6%
15,7000.0%0.03%
-31.0%
IJK BuyISHARES TRs&p mc 400gr etf$135,000
+20.5%
1,868
+300.0%
0.03%
+7.7%
VXUS  VANGUARD STAR FDSvg tl intl stk f$127,000
+15.5%
2,1140.0%0.03%
+8.0%
FDBC  FIDELITY D & D BANCORP INC$127,000
+32.3%
1,9660.0%0.03%
+22.7%
DUK  DUKE ENERGY CORP NEW$129,000
+3.2%
1,4080.0%0.03%
-6.9%
SIRI  SIRIUS XM HOLDINGS INC$129,000
+19.4%
20,2230.0%0.03%
+8.0%
UBER  UBER TECHNOLOGIES INC$122,000
+40.2%
2,3910.0%0.03%
+30.0%
STRA SellSTRATEGIC ED INC$124,000
-30.3%
1,296
-33.5%
0.03%
-36.6%
CMI SellCUMMINS INC$123,000
-86.2%
543
-87.2%
0.03%
-87.3%
IBDP NewISHARES TRibonds dec24 etf$126,0004,743
+100.0%
0.03%
ESGD BuyISHARES TResg aw msci eafe$119,000
+30.8%
1,631
+13.2%
0.02%
+19.0%
EFG  ISHARES TReafe grwth etf$119,000
+12.3%
1,1810.0%0.02%
+4.2%
AVNS  AVANOS MED INC$115,000
+38.6%
2,5000.0%0.02%
+26.3%
VDE NewVANGUARD WORLD FDSenergy etf$115,0002,221
+100.0%
0.02%
SHY  ISHARES TR1 3 yr treas bd$115,0000.0%1,3300.0%0.02%
-7.7%
MS BuyMORGAN STANLEY$110,000
+41.0%
1,608
+0.2%
0.02%
+27.8%
BIDU  BAIDU INCspon adr rep a$108,000
+71.4%
5000.0%0.02%
+64.3%
ORCL SellORACLE CORP$111,000
-15.9%
1,717
-22.4%
0.02%
-23.3%
KRE BuySPDR SER TRs&p regl bkg$109,000
+626.7%
2,091
+407.5%
0.02%
+666.7%
SPEM  SPDR INDEX SHS FDSportfolio emg mk$103,000
+15.7%
2,4420.0%0.02%
+10.0%
UTI  UNIVERSAL TECHNICAL INST INC$103,000
+27.2%
15,9510.0%0.02%
+15.8%
PRU SellPRUDENTIAL FINL INC$105,000
+19.3%
1,351
-2.3%
0.02%
+10.0%
TXN SellTEXAS INSTRS INC$104,000
-25.2%
634
-34.9%
0.02%
-31.2%
FNDC SellSCHWAB STRATEGIC TRschwb fdt int sc$104,000
+15.6%
2,980
-0.7%
0.02%
+4.8%
IFRA BuyISHARES TRus infrastruc$101,000
+288.5%
3,360
+221.5%
0.02%
+250.0%
AXGN  AXOGEN INC$101,000
+53.0%
5,6350.0%0.02%
+40.0%
UGI SellUGI CORP NEW$102,000
+3.0%
2,916
-2.7%
0.02%
-8.7%
TRV  TRAVELERS COMPANIES INC$102,000
+29.1%
7270.0%0.02%
+16.7%
ABT SellABBOTT LABS$99,000
-84.2%
900
-84.4%
0.02%
-85.4%
KSU  KANSAS CITY SOUTHERN$95,000
+13.1%
4660.0%0.02%
+5.3%
FNCL SellFIDELITY COVINGTON TRUSTmsci finls idx$96,000
+23.1%
2,267
-2.3%
0.02%
+11.1%
SPLV SellINVESCO EXCH TRADED FD TR IIs&p500 low vol$96,000
+5.5%
1,700
-0.2%
0.02%
-4.8%
XLY  SELECT SECTOR SPDR TRsbi cons discr$93,000
+9.4%
5760.0%0.02%
+5.3%
ACWI  ISHARES TRmsci acwi etf$95,000
+14.5%
1,0440.0%0.02%
+5.3%
EL  LAUDER ESTEE COS INCcl a$96,000
+21.5%
3600.0%0.02%
+11.1%
WM SellWASTE MGMT INC DEL$93,000
-2.1%
790
-5.5%
0.02%
-9.1%
CL  COLGATE PALMOLIVE CO$95,000
+10.5%
1,1130.0%0.02%0.0%
HAS SellHASBRO INC$89,000
-4.3%
954
-14.7%
0.02%
-9.5%
BDSI BuyBIODELIVERY SCIENCES INTL IN$89,000
+30.9%
21,124
+15.2%
0.02%
+18.8%
CERN NewCERNER CORP$85,0001,077
+100.0%
0.02%
FCEF  FIRST TR EXCHNG TRADED FD VIcef incm oppty$88,000
+14.3%
3,9270.0%0.02%0.0%
XLF BuySELECT SECTOR SPDR TRsbi int-finl$87,000
+77.6%
2,954
+45.5%
0.02%
+63.6%
SIGI BuySELECTIVE INS GROUP INC$85,000
+30.8%
1,268
+0.4%
0.02%
+20.0%
AEP  AMERICAN ELEC PWR CO INC$79,000
+1.3%
9530.0%0.02%
-5.6%
ANTM  ANTHEM INC$81,000
+20.9%
2510.0%0.02%
+13.3%
XLI  SELECT SECTOR SPDR TRsbi int-inds$81,000
+15.7%
9110.0%0.02%
+6.2%
COST  COSTCO WHSL CORP NEW$81,000
+6.6%
2140.0%0.02%0.0%
RYH  INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt$79,000
+11.3%
3020.0%0.02%
+6.2%
IWD  ISHARES TRrus 1000 val etf$80,000
+15.9%
5860.0%0.02%
+6.2%
IBDN BuyISHARES TRibonds dec22 etf$75,000
+200.0%
2,918
+202.4%
0.02%
+166.7%
GOOG  ALPHABET INCcap stk cl c$75,000
+19.0%
430.0%0.02%
+14.3%
VO  VANGUARD INDEX FDSmid cap etf$76,000
+16.9%
3670.0%0.02%
+6.7%
VCIT  VANGUARD SCOTTSDALE FDSint-term corp$75,000
+1.4%
7770.0%0.02%
-5.9%
FVD  FIRST TR VALUE LINE DIVID IN$77,000
+11.6%
2,1870.0%0.02%0.0%
GILD SellGILEAD SCIENCES INC$75,000
-9.6%
1,282
-2.0%
0.02%
-15.8%
AZN BuyASTRAZENECA PLCsponsored adr$74,000
+208.3%
1,488
+244.4%
0.02%
+220.0%
BSJN  INVESCO EXCH TRD SLF IDX FD$78,000
+2.6%
3,0800.0%0.02%
-5.9%
ET BuyENERGY TRANSFER LP$72,000
+14.3%
11,701
+0.2%
0.02%
+7.1%
BUG NewGLOBAL X FDScybrscurty etf$70,0002,464
+100.0%
0.02%
SWKS BuySKYWORKS SOLUTIONS INC$72,000
+5.9%
470
+0.2%
0.02%
-6.2%
ED BuyCONSOLIDATED EDISON INC$70,000
+6.1%
970
+14.1%
0.02%0.0%
MGC  VANGUARD WORLD FDmega cap index$66,000
+11.9%
4920.0%0.01%0.0%
MJ BuyETF MANAGERS TRetfmg altr hrvst$65,000
+282.4%
4,519
+182.3%
0.01%
+250.0%
VCSH BuyVANGUARD SCOTTSDALE FDSshrt trm corp bd$68,000
+41.7%
814
+39.4%
0.01%
+27.3%
V SellVISA INC$66,000
+4.8%
302
-3.8%
0.01%0.0%
VPU NewVANGUARD WORLD FDSutilities etf$69,000500
+100.0%
0.01%
IBDM BuyISHARES TRibonds dec21 etf$66,000
+312.5%
2,643
+309.8%
0.01%
+250.0%
AWK  AMERICAN WTR WKS CO INC NEW$69,000
+6.2%
4500.0%0.01%
-6.7%
ROK  ROCKWELL AUTOMATION INC$66,000
+13.8%
2640.0%0.01%
+7.7%
LEN  LENNAR CORPcl a$60,000
-7.7%
7930.0%0.01%
-13.3%
FAN NewFIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf$63,0002,708
+100.0%
0.01%
ADP BuyAUTOMATIC DATA PROCESSING IN$61,000
+27.1%
347
+0.3%
0.01%
+18.2%
KHC BuyKRAFT HEINZ CO$60,000
+15.4%
1,745
+1.0%
0.01%
+8.3%
BND  VANGUARD BD INDEX FDStotal bnd mrkt$64,0000.0%7250.0%0.01%
-13.3%
GLD  SPDR GOLD TR$63,0000.0%3530.0%0.01%
-7.1%
PSX SellPHILLIPS 66$62,000
+29.2%
881
-3.9%
0.01%
+18.2%
CAC  CAMDEN NATL CORP$59,000
+18.0%
1,6620.0%0.01%
+9.1%
SRNE  SORRENTO THERAPEUTICS INC$55,000
-38.9%
8,0590.0%0.01%
-42.9%
SEIC  SEI INVTS CO$57,000
+11.8%
1,0000.0%0.01%0.0%
SPHQ BuyINVESCO EXCHANGE TRADED FD Ts&p500 quality$59,000
+78.8%
1,403
+64.5%
0.01%
+50.0%
HI  HILLENBRAND INC$57,000
+39.0%
1,4300.0%0.01%
+33.3%
EW  EDWARDS LIFESCIENCES CORP$58,000
+13.7%
6360.0%0.01%0.0%
MTLS  MATERIALISE NVsponsored ads$58,000
+48.7%
1,0650.0%0.01%
+33.3%
NJR  NEW JERSEY RES CORP$56,000
+30.2%
1,5810.0%0.01%
+20.0%
K BuyKELLOGG CO$56,000
-3.4%
900
+0.1%
0.01%
-7.7%
PYPL SellPAYPAL HLDGS INC$54,000
+10.2%
232
-6.5%
0.01%0.0%
UTG  REAVES UTIL INCOME FD$51,000
+6.2%
1,5500.0%0.01%0.0%
TER  TERADYNE INC$51,000
+50.0%
4220.0%0.01%
+37.5%
VBR BuyVANGUARD INDEX FDSsm cp val etf$52,000
+30.0%
362
+0.3%
0.01%
+22.2%
ARWR  ARROWHEAD PHARMACEUTICALS IN$54,000
+80.0%
7000.0%0.01%
+57.1%
GSK SellGLAXOSMITHKLINE PLCsponsored adr$51,000
-13.6%
1,391
-11.1%
0.01%
-21.4%
ITA BuyISHARES TRus aer def etf$49,000
+276.9%
514
+542.5%
0.01%
+233.3%
YOLO NewADVISORSHARES TRpure cannabis$47,0002,788
+100.0%
0.01%
EEMA NewISHARES INCmsci em asia etf$49,000560
+100.0%
0.01%
IBDO NewISHARES TRibonds dec23 etf$50,0001,908
+100.0%
0.01%
MET  METLIFE INC$46,000
+24.3%
9900.0%0.01%
+25.0%
TDOC NewTELADOC HEALTH INC$48,000239
+100.0%
0.01%
RCI  ROGERS COMMUNICATIONS INCcl b$44,000
+15.8%
9490.0%0.01%0.0%
GPC SellGENUINE PARTS CO$41,000
-8.9%
404
-14.2%
0.01%
-10.0%
PAG NewPENSKE AUTOMOTIVE GRP INC$43,000722
+100.0%
0.01%
GATX  GATX CORP$42,000
+31.2%
5000.0%0.01%
+28.6%
TSCO  TRACTOR SUPPLY CO$42,000
-2.3%
3010.0%0.01%
-10.0%
ITB  ISHARES TRus home cons etf$45,000
-2.2%
8120.0%0.01%
-18.2%
ALGT BuyALLEGIANT TRAVEL CO$43,000
+79.2%
229
+14.5%
0.01%
+80.0%
NEE BuyNEXTERA ENERGY INC$45,000
+28.6%
585
+364.3%
0.01%
+12.5%
KMI SellKINDER MORGAN INC DEL$42,000
+2.4%
3,052
-7.3%
0.01%0.0%
MA  MASTERCARD INCORPORATEDcl a$41,000
+5.1%
1160.0%0.01%0.0%
MPC SellMARATHON PETE CORP$45,000
-6.2%
1,091
-33.4%
0.01%
-18.2%
IWM BuyISHARES TRrussell 2000 etf$41,000
+1950.0%
211
+1818.2%
0.01%
BEP BuyBROOKFIELD RENEWABLE PARTNERpartnership unit$41,000
+24.2%
940
+49.9%
0.01%
+12.5%
NEM  NEWMONT CORP$38,000
-5.0%
6280.0%0.01%
-11.1%
IWB  ISHARES TRrus 1000 etf$39,000
+11.4%
1860.0%0.01%0.0%
VGK BuyVANGUARD INTL EQUITY INDEX Fftse europe etf$37,000
+15.6%
615
+0.2%
0.01%
+14.3%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$36,000
+16.1%
715
+0.3%
0.01%
+14.3%
BNDX SellVANGUARD CHARLOTTE FDSintl bd idx etf$39,000
-2.5%
667
-3.2%
0.01%
-11.1%
BAX  BAXTER INTL INC$40,0000.0%5000.0%0.01%
-11.1%
HPQ BuyHP INC$38,000
+26.7%
1,565
+0.3%
0.01%
+14.3%
USMV  ISHARES TRmsci usa min vol$39,000
+5.4%
5750.0%0.01%0.0%
GGG  GRACO INC$36,000
+20.0%
4920.0%0.01%
+14.3%
C SellCITIGROUP INC$37,000
+5.7%
602
-24.9%
0.01%0.0%
DFS  DISCOVER FINL SVCS$39,000
+56.0%
4340.0%0.01%
+33.3%
ACN  ACCENTURE PLC IRELAND$39,000
+18.2%
1480.0%0.01%0.0%
XLP  SELECT SECTOR SPDR TRsbi cons stpls$37,000
+5.7%
5450.0%0.01%0.0%
WTM  WHITE MTNS INS GROUP LTD$40,000
+29.0%
400.0%0.01%
+14.3%
AVY  AVERY DENNISON CORP$31,000
+19.2%
2000.0%0.01%
+16.7%
KLAC  KLA CORP$34,000
+36.0%
1310.0%0.01%
+16.7%
MMP BuyMAGELLAN MIDSTREAM PRTNRS LP$35,000
+118.8%
830
+81.6%
0.01%
+75.0%
PSF  COHEN & STEERS SELECT PFD &$31,000
+6.9%
1,0900.0%0.01%0.0%
WELL BuyWELLTOWER INC$32,000
+68.4%
500
+42.9%
0.01%
+75.0%
DON SellWISDOMTREE TRus midcap divid$32,000
+3.2%
930
-13.6%
0.01%0.0%
YUMC  YUM CHINA HLDGS INC$33,000
+6.5%
5840.0%0.01%0.0%
CARR  CARRIER GLOBAL CORPORATION$31,000
+24.0%
8200.0%0.01%
+16.7%
QSR  RESTAURANT BRANDS INTL INC$33,000
+6.5%
5390.0%0.01%0.0%
DD  DUPONT DE NEMOURS INC$32,000
+28.0%
4470.0%0.01%
+16.7%
PLUG BuyPLUG POWER INC$34,0001,010
+10000.0%
0.01%
FTEC SellFIDELITY COVINGTON TRUSTmsci info tech i$34,000
-38.2%
325
-45.8%
0.01%
-46.2%
FDVV SellFIDELITY COVINGTON TRUSThigh divid etf$31,0000.0%953
-14.4%
0.01%0.0%
PRDO SellPERDOCEO ED CORP$34,000
-60.0%
2,720
-60.8%
0.01%
-63.2%
NVAX BuyNOVAVAX INC$35,000
+45.8%
312
+40.5%
0.01%
+40.0%
NFLX SellNETFLIX INC$32,000
-11.1%
60
-15.5%
0.01%
-12.5%
AGCO  AGCO CORP$31,000
+40.9%
3000.0%0.01%
+40.0%
NIO NewNIO INCspon ads$34,000700
+100.0%
0.01%
NBTB NewNBT BANCORP INC$33,0001,042
+100.0%
0.01%
INMB NewINMUNE BIO INC$34,0002,000
+100.0%
0.01%
MCHP  MICROCHIP TECHNOLOGY INC.$35,000
+34.6%
2500.0%0.01%
+16.7%
MMSI  MERIT MED SYS INC$33,000
+26.9%
5950.0%0.01%
+16.7%
SUB  ISHARES TRshrt nat mun etf$32,0000.0%3000.0%0.01%0.0%
GD  GENERAL DYNAMICS CORP$30,000
+7.1%
2000.0%0.01%0.0%
SYK BuySTRYKER CORPORATION$27,000
+28.6%
111
+7.8%
0.01%
+20.0%
ANSS  ANSYS INC$27,000
+8.0%
750.0%0.01%0.0%
ZTS  ZOETIS INCcl a$27,0000.0%1630.0%0.01%0.0%
ATVI  ACTIVISION BLIZZARD INC$30,000
+15.4%
3190.0%0.01%0.0%
RCD SellINVESCO EXCHANGE TRADED FD Ts&p500 eql dis$28,000
+7.7%
231
-9.8%
0.01%0.0%
SYY  SYSCO CORP$29,000
+20.8%
3930.0%0.01%
+20.0%
FLS SellFLOWSERVE CORP$29,000
+3.6%
780
-23.9%
0.01%0.0%
MU SellMICRON TECHNOLOGY INC$30,000
+42.9%
404
-11.0%
0.01%
+20.0%
WU SellWESTERN UN CO$29,000
-12.1%
1,330
-14.3%
0.01%
-25.0%
RTX SellRAYTHEON TECHNOLOGIES CORP$29,000
-9.4%
408
-26.6%
0.01%
-14.3%
WEC  WEC ENERGY GROUP INC$29,000
-6.5%
3160.0%0.01%
-14.3%
VRTX  VERTEX PHARMACEUTICALS INC$30,000
-11.8%
1260.0%0.01%
-25.0%
ENFR SellALPS ETF TRalerian energy$30,000
-6.2%
2,071
-19.7%
0.01%
-14.3%
SO  SOUTHERN CO$29,000
+11.5%
4710.0%0.01%0.0%
TD BuyTORONTO DOMINION BK ONT$30,000
+1400.0%
533
+966.0%
0.01%
LNG NewCHENIERE ENERGY INC$30,000500
+100.0%
0.01%
ITOT  ISHARES TRcore s&p ttl stk$30,000
+15.4%
3440.0%0.01%0.0%
XLV  SELECT SECTOR SPDR TRsbi healthcare$27,000
+8.0%
2400.0%0.01%0.0%
IBND SellSPDR SER TRblombrg brc intl$23,000
-8.0%
614
-12.5%
0.01%
-16.7%
DES  WISDOMTREE TRus smallcap divd$24,000
+26.3%
8840.0%0.01%
+25.0%
DLN  WISDOMTREE TRus largecap divd$22,000
+10.0%
2050.0%0.01%0.0%
WMB BuyWILLIAMS COS INC$26,000
+4.0%
1,289
+2.0%
0.01%
-16.7%
WMK  WEIS MKTS INC$24,0000.0%5000.0%0.01%0.0%
SLB BuySCHLUMBERGER LTD$26,000
+52.9%
1,202
+11.1%
0.01%
+25.0%
IAU SellGOLD TRUSTishares$24,000
-7.7%
1,345
-6.1%
0.01%
-16.7%
BSCQ  INVESCO EXCH TRD SLF IDX FD$24,0000.0%1,1010.0%0.01%0.0%
BSCR  INVESCO EXCH TRD SLF IDX FD$25,0000.0%1,1330.0%0.01%
-16.7%
IP  INTERNATIONAL PAPER CO$23,000
+27.8%
4530.0%0.01%
+25.0%
NQP  NUVEEN PENNSYLVANIA QLT MUN$22,000
+4.8%
1,5430.0%0.01%0.0%
OSUR  ORASURE TECHNOLOGIES INC$25,000
-13.8%
2,3500.0%0.01%
-28.6%
LNC NewLINCOLN NATL CORP IND$25,000500
+100.0%
0.01%
GIS BuyGENERAL MLS INC$22,000
+83.3%
378
+88.1%
0.01%
+66.7%
TPYP SellMANAGED PORTFOLIO SERIEStortoise nram pi$26,000
-7.1%
1,495
-19.3%
0.01%
-16.7%
TDIV NewFIRST TR EXCHANGE-TRADED FDnasd tech div$25,000500
+100.0%
0.01%
BK BuyBANK NEW YORK MELLON CORP$23,000
+27.8%
541
+0.4%
0.01%
+25.0%
ES  EVERSOURCE ENERGY$25,000
+4.2%
2910.0%0.01%0.0%
EVA  ENVIVA PARTNERS LP$23,000
+15.0%
5000.0%0.01%0.0%
DOW  DOW INC$25,000
+13.6%
4570.0%0.01%0.0%
DLR  DIGITAL RLTY TR INC$22,000
-4.3%
1580.0%0.01%0.0%
O  REALTY INCOME CORP$24,000
+4.3%
3800.0%0.01%0.0%
ALE  ALLETE INC$26,000
+18.2%
4160.0%0.01%0.0%
HZNP  HORIZON THERAPEUTICS PUB L$22,000
-4.3%
2950.0%0.01%0.0%
GLW  CORNING INC$26,000
+13.0%
7100.0%0.01%0.0%
FSD  FIRST TR HIGH INCOME L/S FD$20,000
+5.3%
1,3330.0%0.00%0.0%
SNX  SYNNEX CORP$18,000
-40.0%
2150.0%0.00%
-42.9%
TMO  THERMO FISHER SCIENTIFIC INC$20,000
+5.3%
430.0%0.00%0.0%
CLX  CLOROX CO DEL$18,000
-5.3%
900.0%0.00%0.0%
TMP  TOMPKINS FINL CORP$17,000
+30.8%
2340.0%0.00%
+33.3%
CTSH  COGNIZANT TECHNOLOGY SOLUTIOcl a$19,000
+18.8%
2320.0%0.00%0.0%
SMB  VANECK VECTORS ETF TRshort muni etf$18,0000.0%9830.0%0.00%0.0%
CNXC NewCONCENTRIX CORP$21,000215
+100.0%
0.00%
COP  CONOCOPHILLIPS$18,000
+28.6%
4400.0%0.00%
+33.3%
WBA SellWALGREENS BOOTS ALLIANCE INC$20,000
-23.1%
511
-28.1%
0.00%
-33.3%
CPSS  CONSUMER PORTFOLIO SVCS INC$17,000
+30.8%
3,9250.0%0.00%
+33.3%
ZBH  ZIMMER BIOMET HOLDINGS INC$20,000
+11.1%
1310.0%0.00%0.0%
NCLH BuyNORWEGIAN CRUISE LINE HLDG L$20,000
+1900.0%
770
+1611.1%
0.00%
DHR  DANAHER CORPORATION$18,000
+5.9%
790.0%0.00%0.0%
STX SellSEAGATE TECHNOLOGY PLC$19,000
+18.8%
298
-9.1%
0.00%0.0%
ALC SellALCON AG$17,000
+6.2%
263
-4.7%
0.00%0.0%
LYB  LYONDELLBASELL INDUSTRIES N$17,000
+30.8%
1840.0%0.00%
+33.3%
FANG BuyDIAMONDBACK ENERGY INC$18,000
+1700.0%
378
+1250.0%
0.00%
AMT  AMERICAN TOWER CORP NEW$20,000
-9.1%
900.0%0.00%
-20.0%
EV  EATON VANCE CORP$21,000
+75.0%
3060.0%0.00%
+33.3%
FREL SellFIDELITY COVINGTON TRUSTmsci rl est etf$17,0000.0%655
-9.9%
0.00%0.0%
ALL  ALLSTATE CORP$20,000
+17.6%
1810.0%0.00%0.0%
ADM  ARCHER DANIELS MIDLAND CO$21,000
+5.0%
4260.0%0.00%
-20.0%
LOPE SellGRAND CANYON ED INC$17,000
-43.3%
180
-51.4%
0.00%
-42.9%
HPE BuyHEWLETT PACKARD ENTERPRISE C$20,000
+25.0%
1,710
+0.1%
0.00%0.0%
INDB  INDEPENDENT BANK CORP MASS$17,000
+41.7%
2300.0%0.00%
+33.3%
BP SellBP PLCsponsored adr$20,000
-47.4%
952
-55.8%
0.00%
-55.6%
IRM  IRON MTN INC NEW$20,000
+11.1%
6840.0%0.00%0.0%
IWS  ISHARES TRrus mdcp val etf$21,000
+23.5%
2150.0%0.00%0.0%
IYK  ISHARES TRu.s. cnsm gd etf$18,000
+12.5%
1060.0%0.00%0.0%
IGF SellISHARES TRglb infrastr etf$21,000
+5.0%
490
-4.7%
0.00%
-20.0%
BKSC  BANK SOUTH CAROLINA CORP$19,0000.0%1,2100.0%0.00%0.0%
ESGE BuyISHARES INCesg awr msci em$20,000
+42.9%
470
+16.9%
0.00%
+33.3%
MRNA SellMODERNA INC$18,000
+12.5%
173
-22.4%
0.00%0.0%
ORBC  ORBCOMM INC$20,000
+122.2%
2,7000.0%0.00%
+100.0%
CF NewCF INDS HLDGS INC$19,000500
+100.0%
0.00%
PTON  PELOTON INTERACTIVE INC$20,000
+53.8%
1320.0%0.00%
+33.3%
PENN NewPENN NATL GAMING INC$17,000200
+100.0%
0.00%
MINT  PIMCO ETF TRenhan shrt ma ac$19,0000.0%1840.0%0.00%0.0%
TOLZ SellPROSHARES TRdj brkfld glb$18,0000.0%436
-5.0%
0.00%0.0%
PROV BuyPROVIDENT FINL HLDGS INC$19,000
+216.7%
1,226
+145.2%
0.00%
+300.0%
XSD  SPDR SER TRs&p semicndctr$18,000
+38.5%
1040.0%0.00%
+33.3%
SHM  SPDR SER TRnuveen blmbrg sr$21,0000.0%4190.0%0.00%
-20.0%
SMLV  SPDR SER TRssga us smal etf$18,000
+28.6%
1910.0%0.00%
+33.3%
SPG BuySIMON PPTY GROUP INC NEW$19,000
+850.0%
225
+800.0%
0.00%
HSY  HERSHEY CO$15,000
+7.1%
1010.0%0.00%0.0%
BEPC BuyBROOKFIELD RENEWABLE CORPcl a sub vtg$14,000
+55.6%
234
+50.0%
0.00%
+50.0%
REG  REGENCY CTRS CORP$14,000
+27.3%
2990.0%0.00%0.0%
RDSB SellROYAL DUTCH SHELL PLCspon adr b$15,000
-6.2%
451
-30.3%
0.00%
-25.0%
HBAN  HUNTINGTON BANCSHARES INC$13,000
+44.4%
1,0210.0%0.00%
+50.0%
MKL  MARKEL CORP$12,0000.0%120.0%0.00%0.0%
VLO SellVALERO ENERGY CORP$13,000
-23.5%
224
-43.0%
0.00%
-25.0%
DAL  DELTA AIR LINES INC DEL$13,000
+30.0%
3210.0%0.00%
+50.0%
IVE  ISHARES TRs&p 500 val etf$16,000
+14.3%
1250.0%0.00%0.0%
SJNK  SPDR SER TRbloomberg srt tr$13,0000.0%5000.0%0.00%0.0%
AIG  AMERICAN INTL GROUP INC$12,000
+33.3%
3190.0%0.00%
+50.0%
NHI  NATIONAL HEALTH INVS INC$16,000
+14.3%
2310.0%0.00%0.0%
AIZ  ASSURANT INC$14,000
+16.7%
1000.0%0.00%0.0%
TTE  TOTAL SEsponsored ads$12,000
+20.0%
2840.0%0.00%
+50.0%
CTVA  CORTEVA INC$15,000
+36.4%
3840.0%0.00%0.0%
PFG BuyPRINCIPAL FINANCIAL GROUP IN$14,000
+27.3%
282
+1.1%
0.00%0.0%
BIIB  BIOGEN INC$15,000
-16.7%
620.0%0.00%
-25.0%
HCA  HCA HEALTHCARE INC$12,000
+33.3%
720.0%0.00%
+50.0%
XRLV SellINVESCO EXCH TRADED FD TR IIs&p 500 ex rat$13,000
-35.0%
319
-38.7%
0.00%
-40.0%
XLB  SELECT SECTOR SPDR TRsbi materials$14,000
+16.7%
1870.0%0.00%0.0%
ODFL  OLD DOMINION FREIGHT LINE IN$15,000
+7.1%
750.0%0.00%0.0%
PLD  PROLOGIS INC.$12,0000.0%1200.0%0.00%0.0%
TGT  TARGET CORP$12,000
+20.0%
660.0%0.00%
+50.0%
TPR SellTAPESTRY INC$15,000
+87.5%
481
-6.1%
0.00%
+50.0%
STLD  STEEL DYNAMICS INC$15,000
+25.0%
4200.0%0.00%0.0%
ARKK BuyARK ETF TRinnovation etf$16,000
+300.0%
130
+225.0%
0.00%
+200.0%
HRB  BLOCK H & R INC$13,0000.0%8000.0%0.00%0.0%
XYL  XYLEM INC$12,000
+20.0%
1140.0%0.00%
+50.0%
BCE  BCE INC$15,000
+7.1%
3400.0%0.00%0.0%
LHX SellL3HARRIS TECHNOLOGIES INC$14,0000.0%75
-6.2%
0.00%0.0%
GM  GENERAL MTRS CO$13,000
+44.4%
3150.0%0.00%
+50.0%
SNPS  SYNOPSYS INC$16,000
+23.1%
620.0%0.00%0.0%
LYFT  LYFT INC$14,000
+75.0%
2750.0%0.00%
+50.0%
RRR  RED ROCK RESORTS INCcl a$13,000
+44.4%
5000.0%0.00%
+50.0%
RCL  ROYAL CARIBBEAN GROUP$12,000
+9.1%
1630.0%0.00%0.0%
FDX  FEDEX CORP$13,0000.0%500.0%0.00%0.0%
KEY  KEYCORP$16,000
+45.5%
9460.0%0.00%0.0%
FRT  FEDERAL RLTY INVT TRsh ben int new$9,000
+28.6%
1000.0%0.00%0.0%
VHT  VANGUARD WORLD FDShealth car etf$8,000
+14.3%
360.0%0.00%0.0%
FDS  FACTSET RESH SYS INC$10,0000.0%290.0%0.00%0.0%
BSV SellVANGUARD BD INDEX FDSshort trm bond$10,0000.0%119
-3.3%
0.00%0.0%
FNB  F N B CORP$8,000
+33.3%
8490.0%0.00%
+100.0%
CBU  COMMUNITY BK SYS INC$11,000
+22.2%
1710.0%0.00%0.0%
EXC SellEXELON CORP$10,000
-33.3%
232
-46.3%
0.00%
-33.3%
AEE  AMEREN CORP$8,0000.0%1000.0%0.00%0.0%
UDR  UDR INC$8,000
+14.3%
2160.0%0.00%0.0%
AMD SellADVANCED MICRO DEVICES INC$8,000
-91.6%
87
-92.5%
0.00%
-90.9%
SCHH  SCHWAB STRATEGIC TRus reit etf$10,0000.0%2750.0%0.00%0.0%
TU  TELUS CORPORATION$9,000
+12.5%
4300.0%0.00%0.0%
TDY  TELEDYNE TECHNOLOGIES INC$9,000
+28.6%
240.0%0.00%0.0%
EOG  EOG RES INC$8,000
+33.3%
1570.0%0.00%
+100.0%
XLC  SELECT SECTOR SPDR TR$8,000
+14.3%
1140.0%0.00%0.0%
LTC  LTC PPTYS INC$10,000
+11.1%
2450.0%0.00%0.0%
OTIS SellOTIS WORLDWIDE CORP$8,000
-50.0%
112
-56.6%
0.00%
-50.0%
SPHD BuyINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$9,000
+12.5%
251
+1.2%
0.00%0.0%
HYFM NewHYDROFARM HLDGS GROUP INC$11,000209
+100.0%
0.00%
EDOC BuyGLOBAL X FDStelmdc&dig etf$11,000
+57.1%
555
+35.4%
0.00%0.0%
WINC SellLEGG MASON ETF INVT TRwestn ast shrt$9,000
-93.2%
328
-93.7%
0.00%
-93.3%
DKNG NewDRAFTKINGS INC$9,000200
+100.0%
0.00%
PRNT  ARK ETF TR3d printing etf$9,000
+28.6%
3000.0%0.00%0.0%
DEO  DIAGEO PLCspon adr new$11,000
+10.0%
700.0%0.00%0.0%
DXCM SellDEXCOM INC$11,000
-92.7%
29
-92.0%
0.00%
-94.1%
RJF  RAYMOND JAMES FINL INC$11,000
+37.5%
1150.0%0.00%0.0%
ISRG  INTUITIVE SURGICAL INC$11,000
+10.0%
140.0%0.00%0.0%
DELL  DELL TECHNOLOGIES INCcl c$10,000
+11.1%
1380.0%0.00%0.0%
NXPI  NXP SEMICONDUCTORS N V$10,000
+25.0%
650.0%0.00%0.0%
PH  PARKER-HANNIFIN CORP$9,000
+50.0%
320.0%0.00%
+100.0%
MFC  MANULIFE FINL CORP$8,000
+33.3%
4620.0%0.00%
+100.0%
LIN  LINDE PLC$11,000
+10.0%
430.0%0.00%0.0%
INTU  INTUIT$8,000
+14.3%
220.0%0.00%0.0%
ICHR  ICHOR HOLDINGS$11,000
+37.5%
3590.0%0.00%0.0%
AJG  GALLAGHER ARTHUR J & CO$10,000
+25.0%
780.0%0.00%0.0%
AON  AON PLC$8,0000.0%400.0%0.00%0.0%
FFIC NewFLUSHING FINL CORP$8,000500
+100.0%
0.00%
ZNGA  ZYNGA INCcl a$11,0000.0%1,1600.0%0.00%
-33.3%
ATGE SellADTALEM GLOBAL ED INC$8,000
-60.0%
230
-71.3%
0.00%
-60.0%
XLNX  XILINX INC$9,000
+28.6%
670.0%0.00%0.0%
XEL  XCEL ENERGY INC$10,000
-9.1%
1550.0%0.00%
-33.3%
MNA  INDEXIQ ETF TRiq mrgr arb etf$11,000
-8.3%
3450.0%0.00%
-33.3%
INT  WORLD FUEL SVCS CORP$8,000
+60.0%
2500.0%0.00%
+100.0%
NCR  NCR CORP NEW$10,000
+66.7%
2680.0%0.00%
+100.0%
PEAK  HEALTHPEAK PROPERTIES INC$9,000
+12.5%
3120.0%0.00%0.0%
WSM SellWILLIAMS SONOMA INC$11,000
-90.8%
111
-91.6%
0.00%
-92.6%
WY  WEYERHAEUSER CO MTN BE$11,000
+22.2%
3230.0%0.00%0.0%
FHLC  FIDELITY COVINGTON TRUSTmsci hlth care i$9,000
+12.5%
1530.0%0.00%0.0%
CHNG  CHANGE HEALTHCARE INC$9,000
+28.6%
4850.0%0.00%0.0%
IDXX  IDEXX LABS INC$8,000
+14.3%
170.0%0.00%0.0%
STL  STERLING BANCORP DEL$9,000
+80.0%
5000.0%0.00%
+100.0%
WAB SellWABTEC$9,000
+12.5%
120
-1.6%
0.00%0.0%
VFF  VILLAGE FARMS INTL INC$10,000
+150.0%
9820.0%0.00%
+100.0%
AAL  AMERICAN AIRLS GROUP INC$11,000
+22.2%
7190.0%0.00%0.0%
PINS SellPINTEREST INCcl a$11,0000.0%166
-38.5%
0.00%
-33.3%
PXD  PIONEER NAT RES CO$9,000
+28.6%
820.0%0.00%0.0%
VOT  VANGUARD INDEX FDSmcap gr idxvip$11,000
+22.2%
500.0%0.00%0.0%
CMP  COMPASS MINERALS INTL INC$6,0000.0%1010.0%0.00%0.0%
VTV  VANGUARD INDEX FDSvalue etf$6,000
+20.0%
500.0%0.00%0.0%
VXRT  VAXART INC$3,000
-25.0%
6000.0%0.00%0.0%
VOX  VANGUARD WORLD FDS$4,0000.0%350.0%0.00%0.0%
SCHV SellSCHWAB STRATEGIC TRus lcap va etf$5,000
-28.6%
88
-32.8%
0.00%
-50.0%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$4,000
+33.3%
92
+24.3%
0.00%0.0%
CYH  COMMUNITY HEALTH SYS INC NEW$4,000
+100.0%
5000.0%0.00%
UHS  UNIVERSAL HLTH SVCS INCcl b$7,000
+40.0%
510.0%0.00%0.0%
TWLO  TWILIO INCcl a$3,000
+50.0%
100.0%0.00%
TM  TOYOTA MOTOR CORP$3,000
+50.0%
170.0%0.00%
TEVA  TEVA PHARMACEUTICAL INDS LTDsponsored ads$4,000
+33.3%
3870.0%0.00%0.0%
TDC  TERADATA CORP DEL$6,0000.0%2680.0%0.00%0.0%
SAIC NewSCIENCE APPLICATIONS INTL CO$3,00030
+100.0%
0.00%
TRP  TC ENERGY CORP$7,0000.0%1630.0%0.00%
-50.0%
TMUS  T-MOBILE US INC$5,000
+25.0%
340.0%0.00%0.0%
LVS  LAS VEGAS SANDS CORP$6,000
+20.0%
1000.0%0.00%0.0%
LAMR  LAMAR ADVERTISING CO NEWcl a$6,000
+20.0%
750.0%0.00%0.0%
ACM  AECOM$3,000
+50.0%
530.0%0.00%
LI NewLI AUTO INCsponsored ads$6,000200
+100.0%
0.00%
BHP  BHP GROUP LTDsponsored ads$5,000
+25.0%
720.0%0.00%0.0%
GOLD  BARRICK GOLD CORP$3,000
-25.0%
1300.0%0.00%0.0%
MTSC  MTS SYS CORP$5,000
+150.0%
800.0%0.00%
CGC SellCANOPY GROWTH CORP$5,000
-16.7%
210
-48.8%
0.00%0.0%
ICVT NewISHARES TRconv bd etf$5,00054
+100.0%
0.00%
ICSH NewISHARES TRblackrock ultra$7,000147
+100.0%
0.00%
SHYG BuyISHARES TR0-5yr hi yl cp$3,0000.0%75
+11.9%
0.00%0.0%
MAR  MARRIOTT INTL INC NEWcl a$5,000
+66.7%
370.0%0.00%0.0%
CAPE  BARCLAYS BANK PLCipath shilr cape$6,000
+20.0%
330.0%0.00%0.0%
BSGM  BIOSIG TECHNOLOGIES INC$7,000
-22.2%
1,9000.0%0.00%
-50.0%
HDV NewISHARES TRcore high dv etf$6,00074
+100.0%
0.00%
SLV  ISHARES SILVER TRishares$6,000
+20.0%
2400.0%0.00%0.0%
AOR  ISHARES TRgrwt allocat etf$5,0000.0%1000.0%0.00%0.0%
AOA  ISHARES TRaggres alloc etf$6,0000.0%1000.0%0.00%0.0%
MCK  MCKESSON CORP$4,0000.0%250.0%0.00%0.0%
IGIB  ISHARES TR$4,000
+33.3%
570.0%0.00%0.0%
IDV NewISHARES TRintl sel div etf$3,000108
+100.0%
0.00%
IJR BuyISHARES TRcore s&p scp etf$7,000
+40.0%
79
+5.3%
0.00%0.0%
SAN BuyBANCO SANTANDER S.A.adr$3,000
+50.0%
927
+4.3%
0.00%
IRDM  IRIDIUM COMMUNICATIONS INC$6,000
+50.0%
1550.0%0.00%0.0%
MVIS  MICROVISION INC DEL$3,000
+200.0%
5000.0%0.00%
RDIV  INVESCO EXCH TRADED FD TR IIs&p ultra divide$5,000
+25.0%
1390.0%0.00%0.0%
PIO  INVESCO EXCH TRADED FD TR IIglobal water$3,0000.0%1000.0%0.00%0.0%
MAA  MID-AMER APT CMNTYS INC$4,000
+33.3%
300.0%0.00%0.0%
SYF  SYNCHRONY FINANCIAL$6,000
+50.0%
1620.0%0.00%0.0%
MNST  MONSTER BEVERAGE CORP NEW$6,000
+20.0%
630.0%0.00%0.0%
ICE  INTERCONTINENTAL EXCHANGE IN$5,000
+25.0%
420.0%0.00%0.0%
IDN NewINTELLICHECK INC$4,000362
+100.0%
0.00%
QAI  INDEXIQ ETF TRhedge mlti etf$5,0000.0%1620.0%0.00%0.0%
NDAQ  NASDAQ INC$4,0000.0%290.0%0.00%0.0%
SAM  BOSTON BEER INCcl a$7,000
+16.7%
70.0%0.00%0.0%
IEX  IDEX CORP$7,0000.0%380.0%0.00%
-50.0%
ADTX  ADITX THERAPEUTICS INC$3,0000.0%1,5000.0%0.00%0.0%
NOK  NOKIA CORPsponsored adr$4,0000.0%1,1300.0%0.00%0.0%
HXL  HEXCEL CORP NEW$5,000
+66.7%
1000.0%0.00%0.0%
BSX  BOSTON SCIENTIFIC CORP$3,0000.0%730.0%0.00%0.0%
HTGC  HERCULES CAPITAL INC$3,000
+50.0%
2000.0%0.00%
AZO  AUTOZONE INC$5,0000.0%40.0%0.00%0.0%
HEI  HEICO CORP NEW$7,000
+16.7%
550.0%0.00%0.0%
BHF  BRIGHTHOUSE FINL INC$3,000
+50.0%
750.0%0.00%
HTBX NewHEAT BIOLOGICS INC$4,000714
+100.0%
0.00%
HOG SellHARLEY DAVIDSON INC$6,0000.0%162
-30.5%
0.00%0.0%
HSBC  HSBC HLDGS PLCspon adr new$3,000
+50.0%
1000.0%0.00%
OLP BuyONE LIBERTY PPTYS INC$6,000
+20.0%
304
+0.3%
0.00%0.0%
CBRE  CBRE GROUP INCcl a$3,000
+50.0%
420.0%0.00%
ADSK  AUTODESK INC$4,000
+33.3%
140.0%0.00%0.0%
ACB BuyAURORA CANNABIS INC$5,000602
+490.2%
0.00%
CDW  CDW CORP$3,000
+50.0%
200.0%0.00%
XLU  SELECT SECTOR SPDR TRsbi int-utils$6,0000.0%1000.0%0.00%0.0%
GEVO NewGEVO INC$4,0001,000
+100.0%
0.00%
PANW  PALO ALTO NETWORKS INC$4,000
+100.0%
100.0%0.00%
ARCC  ARES CAPITAL CORP$3,000
+50.0%
1500.0%0.00%
PBA  PEMBINA PIPELINE CORP$7,000
+16.7%
2830.0%0.00%0.0%
CBB  CINCINNATI BELL INC NEW$5,0000.0%3200.0%0.00%0.0%
ABR NewARBOR REALTY TRUST INC$7,000500
+100.0%
0.00%
FLT  FLEETCOR TECHNOLOGIES INC$4,0000.0%150.0%0.00%0.0%
APA  APACHE CORP$5,000
+66.7%
3630.0%0.00%0.0%
AM SellANTERO MIDSTREAM CORP$4,000
-20.0%
563
-34.8%
0.00%0.0%
FIS SellFIDELITY NATL INFORMATION SV$4,000
-78.9%
30
-76.2%
0.00%
-75.0%
LDUR  PIMCO ETF TRenhncd lw dur ac$6,0000.0%600.0%0.00%0.0%
ABMD  ABIOMED INC$6,000
+20.0%
170.0%0.00%0.0%
MUNI  PIMCO ETF TRinter mun bd act$7,0000.0%1230.0%0.00%
-50.0%
AGIO  AGIOS PHARMACEUTICALS INC$7,000
+40.0%
1570.0%0.00%0.0%
PLXS  PLEXUS CORP$4,0000.0%500.0%0.00%0.0%
ALB  ALBEMARLE CORP$7,000
+75.0%
480.0%0.00%0.0%
SIVR  ABERDEEN STD SILVER ETF TR$4,0000.0%1730.0%0.00%0.0%
BUD  ANHEUSER BUSCH INBEV SA/NVsponsored adr$3,0000.0%470.0%0.00%0.0%
PGR  PROGRESSIVE CORP$6,000
+20.0%
580.0%0.00%0.0%
ETR  ENTERGY CORP NEW$4,0000.0%420.0%0.00%0.0%
URE  PROSHARES TRult r/est new$4,000
+33.3%
620.0%0.00%0.0%
UYG  PROSHARES TRultra fncls new$5,000
+25.0%
1200.0%0.00%0.0%
EA  ELECTRONIC ARTS INC$5,000
+25.0%
330.0%0.00%0.0%
SHW  SHERWIN WILLIAMS CO$3,0000.0%40.0%0.00%0.0%
ECL  ECOLAB INC$5,000
+25.0%
210.0%0.00%0.0%
EPR SellEPR PPTYS$7,0000.0%200
-18.4%
0.00%
-50.0%
DOV  DOVER CORP$7,000
+16.7%
570.0%0.00%0.0%
CM  CANADIAN IMP BK COMM$6,000
+20.0%
730.0%0.00%0.0%
DVN  DEVON ENERGY CORP NEW$3,000
+50.0%
1800.0%0.00%
MGA  MAGNA INTL INC$4,000
+33.3%
600.0%0.00%0.0%
DRI  DARDEN RESTAURANTS INC$3,0000.0%290.0%0.00%0.0%
RIO  RIO TINTO PLCsponsored adr$4,000
+33.3%
500.0%0.00%0.0%
CAH  CARDINAL HEALTH INC$5,000
+25.0%
910.0%0.00%0.0%
CCL  CARNIVAL CORPunit 99/99/9999$4,000
+33.3%
2000.0%0.00%0.0%
JCI  JOHNSON CTLS INTL PLC$3,0000.0%740.0%0.00%0.0%
CVNA  CARVANA COcl a$5,000
+25.0%
200.0%0.00%0.0%
CUBE  CUBESMART$3,0000.0%820.0%0.00%0.0%
CAPL  CROSSAMERICA PARTNERS LPut ltd ptn int$7,000
+16.7%
4000.0%0.00%0.0%
EBND SellSPDR SER TRblombrg brc emrg$4,0000.0%148
-4.5%
0.00%0.0%
XAR  SPDR SER TRaerospace def$6,000
+20.0%
530.0%0.00%0.0%
WKHS  WORKHORSE GROUP INC$4,000
-20.0%
2000.0%0.00%0.0%
SHOP  SHOPIFY INCcl a$5,000
+25.0%
40.0%0.00%0.0%
WLK  WESTLAKE CHEM CORP$3,000
+50.0%
340.0%0.00%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$7,000
+16.7%
170.0%0.00%0.0%
WEN  WENDYS CO$3,0000.0%1460.0%0.00%0.0%
WRI  WEINGARTEN RLTY INVSsh ben int$5,000
+25.0%
2250.0%0.00%0.0%
AOS  SMITH A O CORP$6,0000.0%1130.0%0.00%0.0%
SNOW  SNOWFLAKE INCcl a$4,0000.0%150.0%0.00%0.0%
CBLAQ ExitCBL & ASSOC PPTYS INC$0-523
-100.0%
0.00%
ACCO  ACCO BRANDS CORP$1,0000.0%940.0%0.00%
AES  AES CORP$1,0000.0%550.0%0.00%
ASIX  ADVANSIX INC$010.0%0.00%
AEG  AEGON N V$01120.0%0.00%
AGEN  AGENUS INC$030.0%0.00%
AA  ALCOA CORP$0120.0%0.00%
ALGN SellALIGN TECHNOLOGY INC$2,000
-33.3%
3
-62.5%
0.00%
-100.0%
ACC  AMERICAN CAMPUS CMNTYS INC$2,0000.0%500.0%0.00%
AIGWS  AMERICAN INTL GROUP INC*w exp 01/19/202$0680.0%0.00%
AOUT  AMERICAN OUTDOOR BRANDS INC$010.0%0.00%
COLD  AMERICOLD RLTY TR$2,0000.0%470.0%0.00%
FOLD  AMICUS THERAPEUTICS INC$0200.0%0.00%
AMRX  AMNEAL PHARMACEUTICALS INC$2,0000.0%4220.0%0.00%
NLY  ANNALY CAPITAL MANAGEMENT IN$2,000
+100.0%
2000.0%0.00%
AR  ANTERO RESOURCES CORP$1,0001000.0%0.00%
ARNC  ARCONIC CORPORATION$1,0000.0%500.0%0.00%
AXON  AXON ENTERPRISE INC$1,0000.0%120.0%0.00%
BKR  BAKER HUGHES COMPANYcl a$1,0000.0%450.0%0.00%
BNED  BARNES & NOBLE ED INC$0630.0%0.00%
BHC  BAUSCH HEALTH COS INC$2,0000.0%990.0%0.00%
BYND NewBEYOND MEAT INC$01
+100.0%
0.00%
BKNG  BOOKING HOLDINGS INC$2,0000.0%10.0%0.00%
YCBD  CBDMD INC$0100.0%0.00%
CHRW  C H ROBINSON WORLDWIDE INC$1,0000.0%100.0%0.00%
CMS  CMS ENERGY CORP$1,0000.0%130.0%0.00%
CCNE NewCNB FINL CORP PA$2,000100
+100.0%
0.00%
COG  CABOT OIL & GAS CORP$1,0000.0%420.0%0.00%
CLBS  CALADRIUS BIOSCIENCES INC$0400.0%0.00%
ELY  CALLAWAY GOLF CO$2,0000.0%950.0%0.00%
CNNE  CANNAE HLDGS INC$1,0000.0%150.0%0.00%
CNP  CENTERPOINT ENERGY INC$040.0%0.00%
CRL  CHARLES RIV LABS INTL INC$2,0000.0%70.0%0.00%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$2,0000.0%30.0%0.00%
CC  CHEMOURS CO$060.0%0.00%
CHL  CHINA MOBILE LIMITEDsponsored adr$0100.0%0.00%
XEC  CIMAREX ENERGY CO$0100.0%0.00%
CTXS  CITRIX SYS INC$1,000
-50.0%
110.0%0.00%
CLVS  CLOVIS ONCOLOGY INC$2,000
-33.3%
5050.0%0.00%
-100.0%
RFI  COHEN & STEERS TOTAL RETURN$1,0000.0%1100.0%0.00%
CAG  CONAGRA BRANDS INC$030.0%0.00%
CNDT  CONDUENT INC$0180.0%0.00%
CXW  CORECIVIC INC$0460.0%0.00%
CRWD NewCROWDSTRIKE HLDGS INCcl a$1,0005
+100.0%
0.00%
DXC  DXC TECHNOLOGY CO$0100.0%0.00%
DECK  DECKERS OUTDOOR CORP$1,0000.0%50.0%0.00%
DGLY  DIGITAL ALLY INC$0420.0%0.00%
DHC  DIVERSIFIED HEALTHCARE TR$01000.0%0.00%
DOCU NewDOCUSIGN INC$1,0005
+100.0%
0.00%
DG  DOLLAR GEN CORP NEW$1,0000.0%70.0%0.00%
DLTR  DOLLAR TREE INC$2,000
+100.0%
160.0%0.00%
UFS  DOMTAR CORP$1,000160.0%0.00%
EHC  ENCOMPASS HEALTH CORP$1,0000.0%130.0%0.00%
EPAC  ENERPAC TOOL GROUP CORP$040.0%0.00%
EPRT  ESSENTIAL PPTYS RLTY TR INC$1,0000.0%620.0%0.00%
WTRG  ESSENTIAL UTILS INC$1,0000.0%200.0%0.00%
EVRG  EVERGY INC$1,0000.0%160.0%0.00%
FSS  FEDERAL SIGNAL CORP$1,0000.0%260.0%0.00%
FFIV  F5 NETWORKS INC$1,0000.0%60.0%0.00%
FNF  FIDELITY NATIONAL FINANCIAL$2,0000.0%540.0%0.00%
FCF  FIRST COMWLTH FINL CORP PA$0110.0%0.00%
FRC  FIRST REP BK SAN FRANCISCO C$1,0000.0%90.0%0.00%
FISV  FISERV INC$020.0%0.00%
FVE  FIVE STAR SENIOR LIVING INC$060.0%0.00%
FTNT  FORTINET INC$2,000
+100.0%
110.0%0.00%
FRPT  FRESHPET INC$1,00040.0%0.00%
GWPH  GW PHARMACEUTICALS PLCads$030.0%0.00%
GME  GAMESTOP CORP NEWcl a$2,000
+100.0%
840.0%0.00%
GNUS  GENIUS BRANDS INTL INC$010.0%0.00%
GBCI  GLACIER BANCORP INC NEW$2,000
+100.0%
400.0%0.00%
GLAD  GLADSTONE CAPITAL CORP$2,000
+100.0%
2000.0%0.00%
GAIN  GLADSTONE INVT CORP$2,000
+100.0%
1500.0%0.00%
GPRO  GOPRO INCcl a$0200.0%0.00%
GWRE  GUIDEWIRE SOFTWARE INC$1,0000.0%110.0%0.00%
HAL SellHALLIBURTON CO$2,000
-33.3%
83
-64.8%
0.00%
-100.0%
HP  HELMERICH & PAYNE INC$1,0000.0%400.0%0.00%
HFC  HOLLYFRONTIER CORP$2,000
+100.0%
650.0%0.00%
HWM  HOWMET AEROSPACE INC$1,0000.0%370.0%0.00%
HGEN  HUMANIGEN INC$040.0%0.00%
IAC SellIAC INTERACTIVECORP NEW$1,0000.0%4
-20.0%
0.00%
HYLN NewHYLIION HOLDINGS CORP$2,00094
+100.0%
0.00%
VLT  INVESCO HIGH INCOME TR II$1,0000.0%610.0%0.00%
RYF  INVESCO EXCHANGE TRADED FD Ts&p500 eql fin$1,0000.0%210.0%0.00%
PID  INVESCO EXCHANGE TRADED FD Tintl divi achi$1,0000.0%730.0%0.00%
IUSV NewISHARES TRcore s&p us vlu$1,00024
+100.0%
0.00%
IUSG NewISHARES TRcore s&p us gwt$1,00016
+100.0%
0.00%
USIG NewISHARES TRusd inv grde etf$1,00017
+100.0%
0.00%
GOVT NewISHARES TRus treas bd etf$1,00022
+100.0%
0.00%
COMT NewISHARES U S ETF TR$1,00033
+100.0%
0.00%
USHY NewISHARES TRbroad usd high$04
+100.0%
0.00%
LB  L BRANDS INC$2,0000.0%640.0%0.00%
LH  LABORATORY CORP AMER HLDGS$2,0000.0%80.0%0.00%
LE  LANDS END INC NEW$010.0%0.00%
YVR  LIQUID MEDIA GROUP LTD NEW$060.0%0.00%
LITE SellLUMENTUM HLDGS INC$01
-80.0%
0.00%
MTB  M & T BK CORP$2,0000.0%170.0%0.00%
MNKD  MANNKIND CORP$0600.0%0.00%
MRO  MARATHON OIL CORP$1,0000.0%2220.0%0.00%
MAS  MASCO CORP$1,0000.0%200.0%0.00%
MTCH SellMATCH GROUP INC NEW$1,0000.0%8
-20.0%
0.00%
MUX  MCEWEN MNG INC$0140.0%0.00%
 MICRO FOCUS INTL PLCspon adr new$0140.0%0.00%
TAP  MOLSON COORS BEVERAGE COcl b$2,0000.0%450.0%0.00%
COOP  MR COOPER GROUP INC$020.0%0.00%
NRG  NRG ENERGY INC$2,0000.0%610.0%0.00%
NTAP  NETAPP INC$1,0000.0%160.0%0.00%
NTRS  NORTHERN TR CORP$1,0000.0%140.0%0.00%
NUE  NUCOR CORP$1,0000.0%240.0%0.00%
OXY  OCCIDENTAL PETE CORP$1,0000.0%800.0%0.00%
OXYWS  OCCIDENTAL PETE CORP*w exp 08/03/202$080.0%0.00%
OLLI  OLLIES BARGAIN OUTLET HLDGS$1,0000.0%110.0%0.00%
OKE  ONEOK INC NEW$1,000140.0%0.00%
OPGN  OPGEN INC$2,0000.0%1,0000.0%0.00%
OC  OWENS CORNING NEW$1,0000.0%140.0%0.00%
PCG  PG&E CORP$1,000460.0%0.00%
PJT  PJT PARTNERS INC$2,000
+100.0%
220.0%0.00%
PRSP  PERSPECTA INC$050.0%0.00%
PPC  PILGRIMS PRIDE CORP$1,000330.0%0.00%
PNW  PINNACLE WEST CAP CORP$1,0000.0%130.0%0.00%
PAGP  PLAINS GP HLDGS L Pltd partnr int a$2,000
+100.0%
2000.0%0.00%
POLY  PLANTRONICS INC NEW$0150.0%0.00%
POOL  POOL CORP$2,0000.0%50.0%0.00%
POR  PORTLAND GEN ELEC CO$1,0000.0%170.0%0.00%
RALS  PROSHARES TRrafi lg sht fd$1,0000.0%320.0%0.00%
QRVO  QORVO INC$030.0%0.00%
RMR  RMR GROUP INCcl a$010.0%0.00%
RMBS  RAMBUS INC DEL$1,0000.0%500.0%0.00%
RRC  RANGE RES CORP$0640.0%0.00%
RGA  REINSURANCE GRP OF AMERICA I$2,000
+100.0%
150.0%0.00%
REZI  RESIDEO TECHNOLOGIES INC$1,000260.0%0.00%
RAD  RITE AID CORP$0200.0%0.00%
RCKY  ROCKY BRANDS INC$1,000200.0%0.00%
ROST  ROSS STORES INC$1,0000.0%110.0%0.00%
RDSA  ROYAL DUTCH SHELL PLCspons adr a$0100.0%0.00%
RUTH  RUTHS HOSPITALITY GROUP INC$2,000
+100.0%
1120.0%0.00%
RWX  SPDR INDEX SHS FDSdj intl rl etf$1,0000.0%280.0%0.00%
RWR NewSPDR SER TRdj reit etf$2,00023
+100.0%
0.00%
BIL NewSPDR SER TRspdr bloomberg$1,0006
+100.0%
0.00%
SMG  SCOTTS MIRACLE GRO COcl a$2,0000.0%100.0%0.00%
SXT  SENSIENT TECHNOLOGIES CORP$1,0000.0%150.0%0.00%
SCI  SERVICE CORP INTL$1,0000.0%230.0%0.00%
SWBI  SMITH & WESSON BRANDS INC$070.0%0.00%
SJM  SMUCKER J M CO$020.0%0.00%
SCCO  SOUTHERN COPPER CORP$2,0000.0%370.0%0.00%
SRT  STARTEK INC$0500.0%0.00%
STT  STATE STR CORP$060.0%0.00%
RJA  SWEDISH EXPT CR CORProg agri etn22$0460.0%0.00%
SWCH  SWITCH INCcl a$1,0000.0%400.0%0.00%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$1,0000.0%600.0%0.00%
TLRY  TILRAY INC$0180.0%0.00%
TVTY  TIVITY HEALTH INC$0210.0%0.00%
TWTR  TWITTER INC$030.0%0.00%
TYL  TYLER TECHNOLOGIES INC$1,0000.0%30.0%0.00%
UAA BuyUNDER ARMOUR INCcl a$1,00060
+87.5%
0.00%
UA SellUNDER ARMOUR INCcl c$2,0000.0%124
-20.5%
0.00%
URI  UNITED RENTALS INC$1,0000.0%60.0%0.00%
USFD  US FOODS HLDG CORP$2,000
+100.0%
470.0%0.00%
USO  UNITED STS OIL FD LPunits$1,0000.0%400.0%0.00%
X  UNITED STATES STL CORP NEW$0120.0%0.00%
VFC SellV F CORP$1,000
-96.2%
13
-96.5%
0.00%
-100.0%
VVV  VALVOLINE INC$1,0000.0%380.0%0.00%
VRSK  VERISK ANALYTICS INC$2,000
+100.0%
80.0%0.00%
VIAV SellVIAVI SOLUTIONS INC$08
-75.0%
0.00%
SPCE  VIRGIN GALACTIC HOLDINGS INC$1,0000.0%290.0%0.00%
VMW  VMWARE INC$1,0000.0%100.0%0.00%
VOD  VODAFONE GROUP PLC NEWsponsored adr$1,0000.0%850.0%0.00%
WPRT  WESTPORT FUEL SYSTEMS INC$0500.0%0.00%
WYND  WYNDHAM DESTINATIONS INC$2,000
+100.0%
490.0%0.00%
WYNN  WYNN RESORTS LTD$1,0000.0%90.0%0.00%
XRX  XEROX HOLDINGS CORP$1,000220.0%0.00%
YELP  YELP INCcl a$1,0000.0%290.0%0.00%
ZM NewZOOM VIDEO COMMUNICATIONS INcl a$2,0005
+100.0%
0.00%
ADNT  ADIENT PLC$030.0%0.00%
BIP  BROOKFIELD INFRAST PARTNERSlp int unit$1,0000.0%300.0%0.00%
G  GENPACT LIMITED$2,0000.0%420.0%0.00%
MRVL  MARVELL TECHNOLOGY GROUP LTDord$2,0000.0%480.0%0.00%
NVT  NVENT ELECTRIC PLC$010.0%0.00%
SCVXU  SCVX CORPunit 99/99/9999$2,0000.0%1930.0%0.00%
PNR  PENTAIR PLC$010.0%0.00%
CHKP  CHECK POINT SOFTWARE TECH LTord$1,0000.0%60.0%0.00%
SSYS  STRATASYS LTD$0200.0%0.00%
SNSR ExitGLOBAL X FDSinternet of thng$0-42
-100.0%
0.00%
KTB ExitKONTOOR BRANDS INC$0-51
-100.0%
0.00%
HRI ExitHERC HLDGS INC$0-25
-100.0%
0.00%
STIP ExitISHARES TR0-5 yr tips etf$0-23
-100.0%
0.00%
JHMD ExitJOHN HANCOCK EXCHANGE TRADEDmulti intl etf$0-5
-100.0%
0.00%
WDR ExitWADDELL & REED FINL INCcl a$0-54
-100.0%
0.00%
OR ExitOSISKO GOLD ROYALTIES LTD$0-10
-100.0%
0.00%
IGOV ExitISHARES TRintl trea bd etf$0-35
-100.0%
0.00%
AX ExitAXOS FINANCIAL INC$0-23
-100.0%
0.00%
JHCS ExitJOHN HANCOCK EXCHANGE TRADEDmltdctr media$0-2
-100.0%
0.00%
JHSC ExitJOHN HANCOCK EXCHANGE TRADEDmultifactr sml$0-2
-100.0%
0.00%
MNKKQ ExitMALLINCKRODT PUB LTD CO$0-43
-100.0%
0.00%
JHMM ExitJOHN HANCOCK EXCHANGE TRADEDmultifactor mi$0-2
-100.0%
0.00%
PRPL ExitPURPLE INNOVATION INC$0-40
-100.0%
0.00%
EMIF ExitISHARES TRemgr mkt inf etf$0-27
-100.0%
0.00%
JHMI ExitJOHN HANCOCK EXCHANGE TRADEDmltfactr indls$0-1
-100.0%
0.00%
DEUS ExitDBX ETF TRxtrack russ 1000$0-5
-100.0%
0.00%
JHML ExitJOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap$0-10
-100.0%
0.00%
JHEM ExitJOHN HANCOCK EXCHANGE TRADEDmultfctr emrng$0-2
-100.0%
0.00%
TIP ExitISHARES TRtips bd etf$0-47
-100.0%
-0.00%
PDBC ExitINVESCO ACTIVLY MANGD ETC FDoptimum yield$0-304
-100.0%
-0.00%
EMLC ExitVANECK VECTORS ETF TRjp morgan mkts$0-104
-100.0%
-0.00%
HTBX ExitHEAT BIOLOGICS INC$0-5,000
-100.0%
-0.00%
MLPG ExitUBS AG JERSEY BRANCHlkd alrn ntgas$0-678
-100.0%
-0.00%
IBIO ExitIBIO INC$0-2,000
-100.0%
-0.00%
LQD ExitISHARES TRiboxx inv cp etf$0-37
-100.0%
-0.00%
UCO ExitPROSHARES TR IIulta blmbg 2017$0-200
-100.0%
-0.00%
KRMA ExitGLOBAL X FDSconscious cos$0-117
-100.0%
-0.00%
SKYY ExitFIRST TR EXCHANGE TRADED FD$0-45
-100.0%
-0.00%
VLY ExitVALLEY NATL BANCORP$0-1,000
-100.0%
-0.00%
SJI ExitSOUTH JERSEY INDS INC$0-480
-100.0%
-0.00%
IEI ExitISHARES TR3 7 yr treas bd$0-50
-100.0%
-0.00%
IQI ExitINVESCO QUALITY MUN INCOME T$0-1,049
-100.0%
-0.00%
BR ExitBROADRIDGE FINL SOLUTIONS IN$0-95
-100.0%
-0.00%
FNGD ExitBANK OF MONTREALmicrosctrs 3x$0-4,775
-100.0%
-0.01%
IBDL ExitISHARES TRibonds dec20 etf$0-2,095
-100.0%
-0.01%
CII ExitBLACKROCK ENHANCD CAP & INM$0-3,500
-100.0%
-0.01%
SPXS ExitDIREXION SHS ETF TRdly s&p500 br 3x$0-17,325
-100.0%
-0.02%
TECS ExitDIREXION SHS ETF TRdaily technology$0-10,401
-100.0%
-0.03%
BSCK ExitINVESCO EXCH TRD SLF IDX FD$0-330,312
-100.0%
-1.60%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR36Q3 20237.7%
SCHWAB STRATEGIC TR36Q3 20237.7%
MICROSOFT CORP36Q3 20233.8%
SCHWAB STRATEGIC TR36Q3 20235.9%
SCHWAB STRATEGIC TR36Q3 20232.8%
SCHWAB STRATEGIC TR36Q3 20234.1%
SCHWAB STRATEGIC TR36Q3 202313.0%
MCDONALDS CORP36Q3 20232.7%
WELLS FARGO CO NEW36Q3 20232.9%
PEPSICO INC36Q3 20232.5%

View VALLEY NATIONAL ADVISERS INC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-19
13F-HR2024-01-25
13F-HR2023-11-13
13F-HR2023-07-31
13F-HR2023-04-26
13F-HR2023-01-12
13F-HR2022-11-08
13F-HR2022-07-15
13F-HR2022-05-06
13F-HR2022-02-11

View VALLEY NATIONAL ADVISERS INC's complete filings history.

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