$149 Million is the total value of HC FINANCIAL ADVISORS INC's 348 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 31.0% . HC FINANCIAL ADVISORS INC is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $8,009,000 | -20.9% | 58,578 | +1.0% | 5.36% | -11.1% |
| V | Sell | VISA INC | $5,895,000 | -13.5% | 29,938 | -2.6% | 3.95% | -2.7% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $5,151,000 | -7.6% | 122,124 | -1.9% | 3.45% | +3.9% |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $5,126,000 | -6.7% | 99,194 | +3.7% | 3.43% | +4.9% |
| MSFT | Sell | MICROSOFT CORP | $5,119,000 | -16.9% | 19,932 | -0.2% | 3.43% | -6.5% |
| BNL | Sell | BROADSTONE NET LEASE INC | $4,521,000 | -8.9% | 220,429 | -3.2% | 3.03% | +2.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,381,000 | -11.4% | 20,858 | -4.0% | 2.93% | -0.4% |
| HD | Buy | HOME DEPOT INC | $3,761,000 | -8.2% | 13,713 | +0.2% | 2.52% | +3.3% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $3,448,000 | -1.8% | 67,965 | +14.8% | 2.31% | +10.4% |
| PFE | Sell | PFIZER INC | $3,283,000 | +1.1% | 62,620 | -0.2% | 2.20% | +13.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $2,800,000 | -8.6% | 26,120 | -4.7% | 1.87% | +2.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,693,000 | -22.4% | 1,231 | -0.9% | 1.80% | -12.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,693,000 | -16.4% | 17,069 | -2.2% | 1.80% | -5.9% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $2,639,000 | +0.8% | 93,511 | +13.9% | 1.77% | +13.4% |
| IQDF | Buy | FLEXSHARES TRintl qltdv idx | $2,628,000 | +1595.5% | 128,632 | +1885.1% | 1.76% | +1812.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,618,000 | -3.4% | 14,751 | -3.6% | 1.75% | +8.6% |
| CAT | CATERPILLAR INC | $2,493,000 | -19.8% | 13,946 | 0.0% | 1.67% | -9.8% | |
| HON | Sell | HONEYWELL INTL INC | $2,489,000 | -11.6% | 14,322 | -1.0% | 1.67% | -0.6% |
| AMGN | Sell | AMGEN INC | $2,458,000 | +0.4% | 10,104 | -0.2% | 1.64% | +12.9% |
| USB | Sell | US BANCORP DEL | $2,455,000 | -15.2% | 53,337 | -2.1% | 1.64% | -4.7% |
| NTRS | Sell | NORTHERN TR CORP | $2,432,000 | -18.7% | 25,206 | -1.9% | 1.63% | -8.6% |
| FDX | Sell | FEDEX CORP | $2,410,000 | -2.9% | 10,629 | -0.9% | 1.61% | +9.2% |
| BDX | Sell | BECTON DICKINSON & CO | $2,348,000 | -8.3% | 9,526 | -1.0% | 1.57% | +3.1% |
| DIS | Sell | DISNEY WALT CO | $2,328,000 | -33.5% | 24,664 | -3.3% | 1.56% | -25.2% |
| AMZN | Buy | AMAZON COM INC | $2,255,000 | -32.7% | 21,230 | +1965.2% | 1.51% | -24.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,185,000 | -2.8% | 22,739 | +0.2% | 1.46% | +9.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,113,000 | -0.6% | 27,448 | -5.7% | 1.41% | +11.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,997,000 | -21.5% | 7,194 | -4.7% | 1.34% | -11.7% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $1,969,000 | -19.3% | 163,695 | -2.0% | 1.32% | -9.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,870,000 | -19.9% | 858 | +2.3% | 1.25% | -9.9% |
| MCD | Sell | MCDONALDS CORP | $1,858,000 | -2.9% | 7,528 | -2.8% | 1.24% | +9.2% |
| NVS | Sell | NOVARTIS AGsponsored adr | $1,746,000 | -6.4% | 20,653 | -2.9% | 1.17% | +5.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,736,000 | -17.3% | 3,623 | -0.5% | 1.16% | -7.0% |
| PEP | Sell | PEPSICO INC | $1,728,000 | -5.8% | 10,369 | -5.4% | 1.16% | +6.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,693,000 | -4.5% | 33,367 | -4.1% | 1.13% | +7.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,557,000 | -16.0% | 4,253 | +4.6% | 1.04% | -5.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,543,000 | -8.8% | 10,731 | -3.0% | 1.03% | +2.6% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,527,000 | -1.1% | 5,996 | +5.7% | 1.02% | +11.2% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,527,000 | -5.2% | 24,601 | -4.1% | 1.02% | +6.7% |
| SBUX | Sell | STARBUCKS CORP | $1,461,000 | -17.3% | 19,120 | -1.6% | 0.98% | -7.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,425,000 | -15.4% | 17,702 | +1.2% | 0.95% | -4.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,391,000 | -9.9% | 35,443 | +7.5% | 0.93% | +1.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,383,000 | -13.9% | 23,496 | +1.7% | 0.93% | -3.1% |
| J | Buy | JACOBS ENGR GROUP INC | $1,379,000 | -2.6% | 10,851 | +5.6% | 0.92% | +9.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,261,000 | -0.5% | 6,686 | +20.2% | 0.84% | +11.9% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,170,000 | -2.3% | 5,631 | +17.7% | 0.78% | +9.8% |
| PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $1,168,000 | -15.2% | 19,902 | +4.4% | 0.78% | -4.6% |
| NKE | Buy | NIKE INCcl b | $1,085,000 | -19.0% | 10,616 | +6.6% | 0.73% | -9.0% |
| MMM | Sell | 3M CO | $1,080,000 | -17.9% | 8,347 | -5.6% | 0.72% | -7.7% |
| IWR | ISHARES TRrus mid cap etf | $1,033,000 | -17.2% | 15,975 | 0.0% | 0.69% | -6.9% | |
| SYK | Buy | STRYKER CORPORATION | $1,016,000 | -19.6% | 5,105 | +8.0% | 0.68% | -9.6% |
| ABT | Sell | ABBOTT LABS | $1,011,000 | -8.5% | 9,302 | -0.4% | 0.68% | +2.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $979,000 | -22.1% | 3,587 | +0.7% | 0.66% | -12.4% |
| VV | VANGUARD INDEX FDSlarge cap etf | $965,000 | -17.3% | 5,597 | 0.0% | 0.65% | -7.1% | |
| NOW | Buy | SERVICENOW INC | $960,000 | -0.8% | 2,019 | +16.2% | 0.64% | +11.6% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $881,000 | +2.4% | 3,780 | +1.3% | 0.59% | +15.2% |
| CSCO | Sell | CISCO SYS INC | $861,000 | -25.3% | 20,194 | -2.3% | 0.58% | -16.0% |
| CVX | CHEVRON CORP NEW | $726,000 | -11.1% | 5,016 | 0.0% | 0.49% | 0.0% | |
| EZM | WISDOMTREE TRus midcap fund | $699,000 | -15.9% | 15,198 | 0.0% | 0.47% | -5.5% | |
| WDAY | WORKDAY INCcl a | $697,000 | -41.7% | 4,995 | 0.0% | 0.47% | -34.4% | |
| CL | Sell | COLGATE PALMOLIVE CO | $618,000 | +4.0% | 7,709 | -1.5% | 0.41% | +16.9% |
| NEE | Buy | NEXTERA ENERGY INC | $614,000 | +7.0% | 7,925 | +16.9% | 0.41% | +20.2% |
| BNDC | Buy | FLEXSHARES TRcre slct bd fd | $609,000 | +13.2% | 26,531 | +20.1% | 0.41% | +27.5% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $589,000 | -12.1% | 20,794 | 0.0% | 0.39% | -1.3% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $553,000 | -9.3% | 5,436 | +0.0% | 0.37% | +1.9% |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $517,000 | -5.7% | 10,444 | 0.0% | 0.35% | +6.1% | |
| DON | Buy | WISDOMTREE TRus midcap divid | $512,000 | -10.0% | 13,139 | +2.5% | 0.34% | +1.2% |
| SPY | SPDR S&P 500 ETF TRtr unit | $499,000 | -16.4% | 1,322 | 0.0% | 0.33% | -5.9% | |
| ESGD | Buy | ISHARES TResg aw msci eafe | $490,000 | +61.2% | 7,804 | +89.5% | 0.33% | +81.2% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $462,000 | -14.4% | 3,115 | -1.4% | 0.31% | -3.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $332,000 | -15.9% | 5,318 | -0.9% | 0.22% | -5.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $284,000 | +504.3% | 748 | +619.2% | 0.19% | +578.6% |
| STIP | ISHARES TR0-5 yr tips etf | $256,000 | -3.4% | 2,527 | 0.0% | 0.17% | +8.2% | |
| ORCL | ORACLE CORP | $225,000 | -15.4% | 3,217 | 0.0% | 0.15% | -4.4% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $223,000 | -9.3% | 3,113 | 0.0% | 0.15% | +2.1% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $206,000 | -17.3% | 4,657 | 0.0% | 0.14% | -6.8% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $186,000 | -22.5% | 663 | 0.0% | 0.12% | -12.6% | |
| GLD | Buy | SPDR GOLD TR | $183,000 | +28.9% | 1,084 | +38.3% | 0.12% | +43.5% |
| DHR | Buy | DANAHER CORPORATION | $183,000 | +117.9% | 720 | +150.0% | 0.12% | +144.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $181,000 | +1.1% | 333 | +9.9% | 0.12% | +13.1% |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $180,000 | -23.1% | 4,531 | -10.8% | 0.12% | -13.7% |
| QCOM | QUALCOMM INC | $165,000 | -16.2% | 1,289 | 0.0% | 0.11% | -6.0% | |
| XOM | Sell | EXXON MOBIL CORP | $160,000 | -10.1% | 1,868 | -13.4% | 0.11% | +0.9% |
| ICF | Buy | ISHARES TRcohen steer reit | $154,000 | +4.8% | 2,528 | +22.5% | 0.10% | +17.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $154,000 | +19.4% | 1,364 | +44.6% | 0.10% | +33.8% |
| WFC | Sell | WELLS FARGO CO NEW | $154,000 | -23.4% | 3,942 | -4.8% | 0.10% | -14.2% |
| ESG | FLEXSHARES TRstox us esg slct | $149,000 | -18.1% | 1,657 | 0.0% | 0.10% | -7.4% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $136,000 | -9.9% | 948 | +2.0% | 0.09% | +1.1% |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $128,000 | -16.3% | 835 | 0.0% | 0.09% | -5.5% | |
| DE | Buy | DEERE & CO | $123,000 | +192.9% | 410 | +310.0% | 0.08% | +228.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $121,000 | +1000.0% | 2,338 | +1117.7% | 0.08% | +1057.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $120,000 | -7.7% | 851 | -15.0% | 0.08% | +3.9% |
| DGX | QUEST DIAGNOSTICS INC | $120,000 | -2.4% | 899 | 0.0% | 0.08% | +9.6% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $113,000 | -27.6% | 2,529 | -12.9% | 0.08% | -18.3% |
| CP | CANADIAN PAC RY LTD | $105,000 | -15.3% | 1,502 | 0.0% | 0.07% | -5.4% | |
| ABBV | Buy | ABBVIE INC | $104,000 | +10.6% | 678 | +17.3% | 0.07% | +25.0% |
| BAC | Buy | BK OF AMERICA CORP | $100,000 | -16.0% | 3,220 | +11.2% | 0.07% | -5.6% |
| TSCO | TRACTOR SUPPLY CO | $97,000 | -17.1% | 500 | 0.0% | 0.06% | -7.1% | |
| NOC | NORTHROP GRUMMAN CORP | $97,000 | +6.6% | 203 | 0.0% | 0.06% | +20.4% | |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $96,000 | – | 1,650 | +100.0% | 0.06% | – |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $94,000 | -29.3% | 321 | 0.0% | 0.06% | -20.3% | |
| ICSH | Sell | ISHARES TRblackrock ultra | $94,000 | -91.4% | 1,888 | -91.4% | 0.06% | -90.3% |
| FB | Buy | META PLATFORMS INCcl a | $93,000 | -25.6% | 576 | +2.3% | 0.06% | -16.2% |
| ESGE | Buy | ISHARES INCesg awr msci em | $87,000 | -11.2% | 2,684 | +0.9% | 0.06% | 0.0% |
| TDTT | FLEXSHARES TRiboxx 3r targt | $84,000 | -4.5% | 3,388 | 0.0% | 0.06% | +7.7% | |
| WM | WASTE MGMT INC DEL | $84,000 | -3.4% | 550 | 0.0% | 0.06% | +7.7% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $84,000 | -20.0% | 920 | -5.2% | 0.06% | -11.1% |
| PLD | PROLOGIS INC. | $81,000 | -27.0% | 687 | 0.0% | 0.05% | -18.2% | |
| MRK | MERCK & CO INC | $77,000 | +11.6% | 846 | 0.0% | 0.05% | +26.8% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $77,000 | -21.4% | 235 | 0.0% | 0.05% | -10.3% | |
| PGR | PROGRESSIVE CORP | $77,000 | +2.7% | 662 | 0.0% | 0.05% | +15.6% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $76,000 | +1.3% | 385 | +22.6% | 0.05% | +13.3% |
| EMR | EMERSON ELEC CO | $71,000 | -18.4% | 888 | 0.0% | 0.05% | -7.7% | |
| AZN | ASTRAZENECA PLCsponsored adr | $71,000 | 0.0% | 1,075 | 0.0% | 0.05% | +14.3% | |
| AFRM | AFFIRM HLDGS INC | $68,000 | -61.1% | 3,773 | 0.0% | 0.05% | -55.8% | |
| CHE | CHEMED CORP NEW | $62,000 | -7.5% | 132 | 0.0% | 0.04% | +5.0% | |
| AVGO | Buy | BROADCOM INC | $61,000 | -3.2% | 125 | +25.0% | 0.04% | +7.9% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $60,000 | -15.5% | 1,348 | +0.4% | 0.04% | -4.8% |
| EW | EDWARDS LIFESCIENCES CORP | $60,000 | -20.0% | 636 | 0.0% | 0.04% | -11.1% | |
| AMT | AMERICAN TOWER CORP NEW | $60,000 | +1.7% | 235 | 0.0% | 0.04% | +14.3% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $57,000 | +9.6% | 323 | +31.3% | 0.04% | +22.6% |
| TSLA | TESLA INC | $57,000 | -38.0% | 85 | 0.0% | 0.04% | -30.9% | |
| AAP | Sell | ADVANCE AUTO PARTS INC | $56,000 | -37.8% | 321 | -26.4% | 0.04% | -31.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $54,000 | +134.8% | 1,303 | +163.8% | 0.04% | +157.1% |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $53,000 | -17.2% | 770 | 0.0% | 0.04% | -7.9% | |
| CRM | SALESFORCE INC | $53,000 | -23.2% | 324 | 0.0% | 0.04% | -14.6% | |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $52,000 | -16.1% | 612 | +0.7% | 0.04% | -5.4% |
| SMH | VANECK ETF TRUSTsemiconductr etf | $49,000 | -24.6% | 240 | 0.0% | 0.03% | -15.4% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $49,000 | -22.2% | 600 | 0.0% | 0.03% | -13.2% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $50,000 | +8.7% | 276 | +28.4% | 0.03% | +22.2% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $48,000 | -2.0% | 1,000 | 0.0% | 0.03% | +10.3% | |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $48,000 | – | 1,000 | +100.0% | 0.03% | – |
| PCAR | PACCAR INC | $48,000 | -5.9% | 581 | 0.0% | 0.03% | +6.7% | |
| BBDC | BARINGS BDC INC | $46,000 | -9.8% | 4,976 | 0.0% | 0.03% | +3.3% | |
| TMUS | T-MOBILE US INC | $44,000 | +4.8% | 330 | 0.0% | 0.03% | +16.0% | |
| IQLT | Buy | ISHARES TRmsci intl qualty | $44,000 | -6.4% | 1,423 | +12.0% | 0.03% | +3.6% |
| AWK | AMERICAN WTR WKS CO INC NEW | $42,000 | -10.6% | 285 | 0.0% | 0.03% | 0.0% | |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $40,000 | -16.7% | 638 | +0.3% | 0.03% | -6.9% |
| INGN | INOGEN INC | $41,000 | -25.5% | 1,697 | 0.0% | 0.03% | -18.2% | |
| ESML | ISHARES TResg aware msci | $39,000 | -17.0% | 1,240 | 0.0% | 0.03% | -7.1% | |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $39,000 | – | 200 | +100.0% | 0.03% | – |
| SPTI | SPDR SER TRportfli intrmdit | $38,000 | -2.6% | 1,283 | 0.0% | 0.02% | +8.7% | |
| INTC | Buy | INTEL CORP | $37,000 | +8.8% | 980 | +44.1% | 0.02% | +25.0% |
| NSC | NORFOLK SOUTHN CORP | $36,000 | -21.7% | 160 | 0.0% | 0.02% | -11.1% | |
| WMT | WALMART INC | $36,000 | -20.0% | 300 | 0.0% | 0.02% | -11.1% | |
| CNI | CANADIAN NATL RY CO | $34,000 | -15.0% | 300 | 0.0% | 0.02% | -4.2% | |
| BX | Buy | BLACKSTONE INC | $35,000 | +2.9% | 380 | +42.3% | 0.02% | +15.0% |
| CTXS | CITRIX SYS INC | $33,000 | -5.7% | 342 | 0.0% | 0.02% | +4.8% | |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $33,000 | – | 752 | +100.0% | 0.02% | – |
| CCI | CROWN CASTLE INTL CORP NEW | $33,000 | -10.8% | 198 | 0.0% | 0.02% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $32,000 | -15.8% | 78 | 0.0% | 0.02% | -8.7% | |
| EMB | ISHARES TRjpmorgan usd emg | $32,000 | -13.5% | 375 | 0.0% | 0.02% | -4.5% | |
| VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $31,000 | -18.4% | 205 | 0.0% | 0.02% | -8.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $30,000 | -3.2% | 1,216 | 0.0% | 0.02% | +11.1% | |
| SPAB | SPDR SER TRportfolio agrgte | $30,000 | -6.2% | 1,134 | 0.0% | 0.02% | +5.3% | |
| O | REALTY INCOME CORP | $29,000 | 0.0% | 420 | 0.0% | 0.02% | +11.8% | |
| PAYC | PAYCOM SOFTWARE INC | $28,000 | -20.0% | 100 | 0.0% | 0.02% | -9.5% | |
| SCHW | SCHWAB CHARLES CORP | $29,000 | -23.7% | 457 | 0.0% | 0.02% | -17.4% | |
| PYPL | Buy | PAYPAL HLDGS INC | $29,000 | -35.6% | 419 | +8.8% | 0.02% | -29.6% |
| ZION | ZIONS BANCORPORATION N A | $29,000 | -21.6% | 565 | 0.0% | 0.02% | -13.6% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $28,000 | -59.4% | 215 | -48.6% | 0.02% | -53.7% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $29,000 | -6.5% | 404 | 0.0% | 0.02% | +5.6% | |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $27,000 | +3.8% | 531 | +0.6% | 0.02% | +20.0% |
| OTIS | OTIS WORLDWIDE CORP | $27,000 | -10.0% | 385 | 0.0% | 0.02% | 0.0% | |
| EFV | ISHARES TReafe value etf | $27,000 | -15.6% | 630 | 0.0% | 0.02% | -5.3% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $27,000 | +107.7% | 120 | +166.7% | 0.02% | +125.0% |
| PSR | INVESCO ACTIVELY MANAGED ETFactive us real | $27,000 | -12.9% | 281 | 0.0% | 0.02% | 0.0% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $27,000 | -18.2% | 615 | 0.0% | 0.02% | -10.0% | |
| NTES | NETEASE INCsponsored ads | $26,000 | +4.0% | 283 | 0.0% | 0.02% | +13.3% | |
| ALL | ALLSTATE CORP | $25,000 | -10.7% | 200 | 0.0% | 0.02% | 0.0% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $25,000 | +78.6% | 150 | +114.3% | 0.02% | +112.5% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $26,000 | -13.3% | 102 | 0.0% | 0.02% | -5.6% | |
| SRE | SEMPRA | $25,000 | -10.7% | 167 | 0.0% | 0.02% | 0.0% | |
| VOO | VANGUARD INDEX FDS | $25,000 | -16.7% | 73 | 0.0% | 0.02% | -5.6% | |
| KO | Sell | COCA COLA CO | $24,000 | -58.6% | 379 | -59.2% | 0.02% | -54.3% |
| NGG | NATIONAL GRID PLCsponsored adr ne | $24,000 | -14.3% | 366 | 0.0% | 0.02% | -5.9% | |
| ADSK | AUTODESK INC | $24,000 | -20.0% | 139 | 0.0% | 0.02% | -11.1% | |
| WTRG | ESSENTIAL UTILS INC | $24,000 | -11.1% | 531 | 0.0% | 0.02% | 0.0% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $24,000 | -4.0% | 507 | 0.0% | 0.02% | +6.7% | |
| MS | New | MORGAN STANLEY | $22,000 | – | 285 | +100.0% | 0.02% | – |
| ICLR | ICON PLC | $22,000 | -8.3% | 100 | 0.0% | 0.02% | +7.1% | |
| AFL | AFLAC INC | $22,000 | -15.4% | 400 | 0.0% | 0.02% | 0.0% | |
| UNP | Sell | UNION PAC CORP | $23,000 | -48.9% | 108 | -34.1% | 0.02% | -44.4% |
| VWOB | New | VANGUARD WHITEHALL FDSem mk gov bd etf | $23,000 | – | 380 | +100.0% | 0.02% | – |
| PPG | PPG INDS INC | $23,000 | -11.5% | 200 | 0.0% | 0.02% | 0.0% | |
| IEMG | New | ISHARES INCcore msci emkt | $22,000 | – | 440 | +100.0% | 0.02% | – |
| MCK | MCKESSON CORP | $23,000 | +4.5% | 71 | 0.0% | 0.02% | +15.4% | |
| FLO | Buy | FLOWERS FOODS INC | $21,000 | +5.0% | 782 | +0.8% | 0.01% | +16.7% |
| ABC | AMERISOURCEBERGEN CORP | $21,000 | -8.7% | 150 | 0.0% | 0.01% | 0.0% | |
| CSX | Buy | CSX CORP | $19,000 | -24.0% | 664 | +0.5% | 0.01% | -13.3% |
| FAST | FASTENAL CO | $20,000 | -16.7% | 400 | 0.0% | 0.01% | -7.1% | |
| VEGI | New | ISHARES INCglb agric pr etf | $20,000 | – | 500 | +100.0% | 0.01% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $18,000 | +200.0% | 193 | +264.2% | 0.01% | +200.0% |
| WOOD | Buy | ISHARES TRgl timb fore etf | $17,000 | -10.5% | 222 | +1.8% | 0.01% | 0.0% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $16,000 | -5.9% | 121 | 0.0% | 0.01% | +10.0% | |
| WSO | WATSCO INC | $16,000 | -20.0% | 66 | 0.0% | 0.01% | -8.3% | |
| BAX | BAXTER INTL INC | $16,000 | -15.8% | 250 | 0.0% | 0.01% | 0.0% | |
| PCG | New | PG&E CORP | $16,000 | – | 1,640 | +100.0% | 0.01% | – |
| CWEN | CLEARWAY ENERGY INCcl c | $17,000 | -5.6% | 500 | 0.0% | 0.01% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $17,000 | -26.1% | 10 | 0.0% | 0.01% | -21.4% | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $16,000 | -5.9% | 218 | -0.5% | 0.01% | +10.0% |
| MDT | Sell | MEDTRONIC PLC | $16,000 | -33.3% | 183 | -14.5% | 0.01% | -21.4% |
| MNA | INDEXIQ ETF TRiq mrgr arb etf | $17,000 | 0.0% | 533 | 0.0% | 0.01% | +10.0% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $16,000 | +220.0% | 136 | +240.0% | 0.01% | +266.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $17,000 | +70.0% | 57 | +90.0% | 0.01% | +83.3% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $15,000 | -11.8% | 168 | 0.0% | 0.01% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $15,000 | -6.2% | 250 | 0.0% | 0.01% | 0.0% | |
| XSD | SPDR SER TRs&p semicndctr | $15,000 | -28.6% | 100 | 0.0% | 0.01% | -23.1% | |
| PLUG | PLUG POWER INC | $14,000 | -41.7% | 840 | 0.0% | 0.01% | -35.7% | |
| AMAT | APPLIED MATLS INC | $14,000 | -30.0% | 150 | 0.0% | 0.01% | -25.0% | |
| CVS | New | CVS HEALTH CORP | $14,000 | – | 150 | +100.0% | 0.01% | – |
| SONO | Buy | SONOS INC | $13,000 | +116.7% | 700 | +250.0% | 0.01% | +125.0% |
| IP | INTERNATIONAL PAPER CO | $13,000 | -7.1% | 300 | 0.0% | 0.01% | +12.5% | |
| SPSC | SPS COMM INC | $14,000 | -17.6% | 128 | 0.0% | 0.01% | -10.0% | |
| MRNA | New | MODERNA INC | $14,000 | – | 100 | +100.0% | 0.01% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $13,000 | – | 207 | +100.0% | 0.01% | – |
| BIDU | BAIDU INCspon adr rep a | $14,000 | +16.7% | 92 | 0.0% | 0.01% | +28.6% | |
| IJT | ISHARES TRs&p sml 600 gwt | $14,000 | -17.6% | 136 | 0.0% | 0.01% | -10.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $12,000 | -20.0% | 95 | 0.0% | 0.01% | -11.1% | |
| BP | New | BP PLCsponsored adr | $12,000 | – | 413 | +100.0% | 0.01% | – |
| TXN | TEXAS INSTRS INC | $12,000 | -14.3% | 75 | 0.0% | 0.01% | 0.0% | |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $12,000 | – | 42 | +100.0% | 0.01% | – |
| ENS | ENERSYS | $12,000 | -20.0% | 200 | 0.0% | 0.01% | -11.1% | |
| AXP | New | AMERICAN EXPRESS CO | $12,000 | – | 85 | +100.0% | 0.01% | – |
| CCMP | CMC MATERIALS INC | $10,000 | -9.1% | 60 | 0.0% | 0.01% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $11,000 | -8.3% | 320 | 0.0% | 0.01% | 0.0% | |
| TIPX | SPDR SER TRbloomberg 1 10 y | $11,000 | -8.3% | 568 | 0.0% | 0.01% | 0.0% | |
| BCX | Buy | BLACKROCK RES & COMMODITIES | $10,000 | -16.7% | 1,060 | +0.4% | 0.01% | 0.0% |
| IJK | ISHARES TRs&p mc 400gr etf | $10,000 | -16.7% | 160 | 0.0% | 0.01% | 0.0% | |
| AEM | New | AGNICO EAGLE MINES LTD | $10,000 | – | 225 | +100.0% | 0.01% | – |
| PFF | ISHARES TRpfd and incm sec | $10,000 | -9.1% | 312 | 0.0% | 0.01% | 0.0% | |
| QUAL | New | ISHARES TRmsci usa qlt fct | $10,000 | – | 90 | +100.0% | 0.01% | – |
| LOGI | LOGITECH INTL S A | $10,000 | -33.3% | 200 | 0.0% | 0.01% | -22.2% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $11,000 | -8.3% | 718 | 0.0% | 0.01% | 0.0% | |
| TTE | New | TOTALENERGIES SEsponsored ads | $11,000 | – | 207 | +100.0% | 0.01% | – |
| YETI | New | YETI HLDGS INC | $10,000 | – | 240 | +100.0% | 0.01% | – |
| MU | MICRON TECHNOLOGY INC | $11,000 | -31.2% | 200 | 0.0% | 0.01% | -30.0% | |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $11,000 | -21.4% | 77 | +5.5% | 0.01% | -12.5% |
| STLD | New | STEEL DYNAMICS INC | $11,000 | – | 173 | +100.0% | 0.01% | – |
| GM | GENERAL MTRS CO | $10,000 | -23.1% | 300 | 0.0% | 0.01% | -12.5% | |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $9,000 | – | 100 | +100.0% | 0.01% | – |
| UAL | Buy | UNITED AIRLS HLDGS INC | $9,000 | +350.0% | 261 | +625.0% | 0.01% | +500.0% |
| RNRG | GLOBAL X FDSrenewable energy | $9,000 | -10.0% | 645 | 0.0% | 0.01% | 0.0% | |
| HUM | HUMANA INC | $9,000 | 0.0% | 20 | 0.0% | 0.01% | +20.0% | |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $9,000 | 0.0% | 7 | 0.0% | 0.01% | +20.0% | |
| WK | WORKIVA INC | $9,000 | -40.0% | 130 | 0.0% | 0.01% | -33.3% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $9,000 | +125.0% | 80 | +166.7% | 0.01% | +200.0% |
| AER | AERCAP HOLDINGS NV | $9,000 | -18.2% | 214 | 0.0% | 0.01% | -14.3% | |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $9,000 | – | 40 | +100.0% | 0.01% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $7,000 | – | 150 | +100.0% | 0.01% | – |
| BK | BANK NEW YORK MELLON CORP | $8,000 | -20.0% | 200 | 0.0% | 0.01% | -16.7% | |
| WHR | WHIRLPOOL CORP | $8,000 | -11.1% | 50 | 0.0% | 0.01% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $8,000 | -11.1% | 62 | 0.0% | 0.01% | 0.0% | |
| ORA | New | ORMAT TECHNOLOGIES INC | $8,000 | – | 100 | +100.0% | 0.01% | – |
| POR | Sell | PORTLAND GEN ELEC CO | $8,000 | -38.5% | 163 | -30.0% | 0.01% | -37.5% |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $7,000 | -12.5% | 150 | 0.0% | 0.01% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $8,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% | |
| BAR | New | GRANITESHARES GOLD TR | $8,000 | – | 464 | +100.0% | 0.01% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $7,000 | – | 176 | +100.0% | 0.01% | – |
| ABNB | New | AIRBNB INC | $7,000 | – | 75 | +100.0% | 0.01% | – |
| TILT | FLEXSHARES TRmornstar usmkt | $8,000 | -20.0% | 56 | 0.0% | 0.01% | -16.7% | |
| NEOG | NEOGEN CORP | $7,000 | -22.2% | 300 | 0.0% | 0.01% | 0.0% | |
| EIX | New | EDISON INTL | $7,000 | – | 105 | +100.0% | 0.01% | – |
| TWLO | TWILIO INCcl a | $7,000 | -46.2% | 80 | 0.0% | 0.01% | -37.5% | |
| DOV | DOVER CORP | $8,000 | -27.3% | 70 | 0.0% | 0.01% | -28.6% | |
| LI-CYCLE HOLDINGS CORP | $7,000 | -12.5% | 1,000 | 0.0% | 0.01% | 0.0% | ||
| COP | CONOCOPHILLIPS | $8,000 | -11.1% | 93 | 0.0% | 0.01% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $7,000 | -22.2% | 16 | 0.0% | 0.01% | 0.0% | |
| QLTA | New | ISHARES TRa rate cp bd etf | $6,000 | – | 115 | +100.0% | 0.00% | – |
| PFS | PROVIDENT FINL SVCS INC | $6,000 | 0.0% | 266 | 0.0% | 0.00% | 0.0% | |
| LL | LL FLOORING HOLDINGS INC | $6,000 | -25.0% | 600 | 0.0% | 0.00% | -20.0% | |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $6,000 | +100.0% | 1,050 | +218.2% | 0.00% | +100.0% |
| AMRC | New | AMERESCO INCcl a | $6,000 | – | 140 | +100.0% | 0.00% | – |
| SOR | SOURCE CAP INC | $6,000 | -14.3% | 174 | 0.0% | 0.00% | 0.0% | |
| DIVB | New | ISHARES TRus divid bybck | $6,000 | – | 153 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $6,000 | – | 60 | +100.0% | 0.00% | – |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $6,000 | 0.0% | 149 | +21.1% | 0.00% | 0.0% |
| TROW | New | PRICE T ROWE GROUP INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
| BIV | VANGUARD BD INDEX FDSintermed term | $5,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $5,000 | -28.6% | 67 | 0.0% | 0.00% | -25.0% | |
| EYEN | New | EYENOVIA INC | $5,000 | – | 2,500 | +100.0% | 0.00% | – |
| FINX | New | GLOBAL X FDSfintech etf | $4,000 | – | 182 | +100.0% | 0.00% | – |
| KMED | New | KRANESHARES TRemerging mkts | $5,000 | – | 239 | +100.0% | 0.00% | – |
| VBR | VANGUARD INDEX FDSsm cp val etf | $5,000 | -16.7% | 35 | 0.0% | 0.00% | -25.0% | |
| PACW | PACWEST BANCORP DEL | $4,000 | -33.3% | 150 | 0.0% | 0.00% | -25.0% | |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $4,000 | -42.9% | 40 | -50.0% | 0.00% | -25.0% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $4,000 | 0.0% | 51 | 0.0% | 0.00% | +50.0% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DBB | INVESCO DB MULTI-SECTOR COMMbase metals fd | $4,000 | -20.0% | 207 | 0.0% | 0.00% | 0.0% | |
| FALN | New | ISHARES TRfaln angls usd | $4,000 | – | 178 | +100.0% | 0.00% | – |
| CLX | CLOROX CO DEL | $4,000 | +33.3% | 25 | 0.0% | 0.00% | +50.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $4,000 | -20.0% | 19 | 0.0% | 0.00% | 0.0% | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $5,000 | – | 570 | +100.0% | 0.00% | – |
| SOFI | New | SOFI TECHNOLOGIES INC | $4,000 | – | 800 | +100.0% | 0.00% | – |
| CLNE | New | CLEAN ENERGY FUELS CORP | $4,000 | – | 800 | +100.0% | 0.00% | – |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,000 | -20.0% | 133 | +0.8% | 0.00% | 0.0% |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $4,000 | 0.0% | 85 | 0.0% | 0.00% | +50.0% | |
| BA | Buy | BOEING CO | $3,000 | +50.0% | 25 | +150.0% | 0.00% | +100.0% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $3,000 | – | 15 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $3,000 | – | 100 | +100.0% | 0.00% | – | |
| AGG | ISHARES TRcore us aggbd et | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| FOCS | FOCUS FINL PARTNERS INC | $3,000 | -25.0% | 94 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $1,000 | – | 8 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $2,000 | – | 32 | +100.0% | 0.00% | – |
| Sell | KYNDRYL HLDGS INC | $2,000 | 0.0% | 159 | -5.9% | 0.00% | 0.0% | |
| COOP | MR COOPER GROUP INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $1,000 | -50.0% | 140 | 0.0% | 0.00% | 0.0% | |
| New | PROSHARES TRbitcoin strate | $2,000 | – | 150 | +100.0% | 0.00% | – | |
| PRU | New | PRUDENTIAL FINL INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| HA | HAWAIIAN HOLDINGS INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| New | FLUENCE ENERGY INC | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TLRY | TILRAY BRANDS INC | $1,000 | -50.0% | 194 | 0.0% | 0.00% | 0.0% | |
| TRAEGER INC | $2,000 | -33.3% | 400 | 0.0% | 0.00% | -50.0% | ||
| DAR | DARLING INGREDIENTS INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CSGP | COSTAR GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $1,000 | – | 13 | +100.0% | 0.00% | – |
| BMO | BANK MONTREAL QUE | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| VFF | VILLAGE FARMS INTL INC | $2,000 | -60.0% | 941 | 0.0% | 0.00% | -66.7% | |
| W | New | WAYFAIR INCcl a | $1,000 | – | 28 | +100.0% | 0.00% | – |
| AMBA | AMBARELLA INC | $1,000 | -50.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $2,000 | -71.4% | 43 | -61.9% | 0.00% | -75.0% |
| TPGY | TPG PACE BEN FIN CORP | $1,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
| LOW | Sell | LOWES COS INC | $2,000 | -71.4% | 12 | -63.6% | 0.00% | -75.0% |
| MQ | New | MARQETA INC | $2,000 | – | 185 | +100.0% | 0.00% | – |
| CRON | CRONOS GROUP INC | $0 | – | 90 | 0.0% | 0.00% | – | |
| CWBR | COHBAR INC | $0 | – | 1,136 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -3 | -100.0% | 0.00% | – |
| GNLN | GREENLANE HLDGS INCcl a | $0 | – | 51 | 0.0% | 0.00% | – | |
| VMEO | New | VIMEO INC | $0 | – | 24 | +100.0% | 0.00% | – |
| HEXO | HEXO CORP | $0 | – | 38 | 0.0% | 0.00% | – | |
| BAMR | New | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 1 | +100.0% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| INM | INMED PHARMACEUTICALS INC | $0 | – | 24 | 0.0% | 0.00% | – | |
| ROKU | ROKU INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| TREE | New | LENDINGTREE INC NEW | $0 | – | 1 | +100.0% | 0.00% | – |
| IPO | RENAISSANCE CAP GREENWICH FDipo etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $0 | – | 9 | 0.0% | 0.00% | – | |
| ARVL | ARRIVAL GROUP | $0 | – | 12 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $0 | – | 187 | 0.0% | 0.00% | – | ||
| ACB | AURORA CANNABIS INC | $0 | – | 26 | 0.0% | 0.00% | – | |
| KNBE | KNOWBE4 INCcl a | $0 | – | 6 | 0.0% | 0.00% | – | |
| New | EMBECTA CORP | $0 | – | 18 | +100.0% | 0.00% | – | |
| DJP | Exit | BARCLAYS BANK PLCdjubs cmdt etn36 | $0 | – | -25 | -100.0% | -0.00% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -50 | -100.0% | -0.00% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -38 | -100.0% | -0.00% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -78 | -100.0% | -0.00% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -90 | -100.0% | -0.00% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -100 | -100.0% | -0.00% | – |
| NATI | Exit | NATIONAL INSTRS CORP | $0 | – | -150 | -100.0% | -0.00% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -100 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -207 | -100.0% | -0.00% | – |
| HEI | Exit | HEICO CORP NEW | $0 | – | -42 | -100.0% | -0.00% | – |
| FRPT | Exit | FRESHPET INC | $0 | – | -100 | -100.0% | -0.01% | – |
| ROL | Exit | ROLLINS INC | $0 | – | -337 | -100.0% | -0.01% | – |
| TER | Exit | TERADYNE INC | $0 | – | -100 | -100.0% | -0.01% | – |
| MMS | Exit | MAXIMUS INC | $0 | – | -166 | -100.0% | -0.01% | – |
| PEGA | Exit | PEGASYSTEMS INC | $0 | – | -150 | -100.0% | -0.01% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| WSC | Exit | WILLSCOT MOBIL MINI HLDNG CO | $0 | – | -360 | -100.0% | -0.01% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -581 | -100.0% | -0.01% | – |
| POWI | Exit | POWER INTEGRATIONS INC | $0 | – | -164 | -100.0% | -0.01% | – |
| PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -92 | -100.0% | -0.01% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -180 | -100.0% | -0.01% | – |
| IAU | Exit | GOLD TRishares new | $0 | – | -892 | -100.0% | -0.02% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -474 | -100.0% | -0.03% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -367 | -100.0% | -0.03% | – |
| DHRPRA | Exit | DANAHER CORPORATION4.75 mnd cv pfd | $0 | – | -65 | -100.0% | -0.08% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -9,040 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SSGA ACTIVE ETF TR | 16 | Q2 2022 | 11.5% |
| APPLE INC | 16 | Q2 2022 | 7.8% |
| VISA INC | 16 | Q2 2022 | 7.6% |
| AUTOMATIC DATA PROCESSING IN | 16 | Q2 2022 | 5.8% |
| FLEXSHARES TR | 16 | Q2 2022 | 5.9% |
| WISDOMTREE TR | 16 | Q2 2022 | 6.0% |
| BECTON DICKINSON & CO | 16 | Q2 2022 | 5.3% |
| VERIZON COMMUNICATIONS INC | 16 | Q2 2022 | 5.6% |
| DUKE ENERGY CORP NEW | 16 | Q2 2022 | 4.3% |
| FLEXSHARES TR | 16 | Q2 2022 | 4.0% |
View HC FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-19 |
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-04-21 |
| 13F-HR | 2021-01-26 |
| 13F-HR | 2020-10-30 |
| 13F-HR | 2020-07-28 |
| 13F-HR | 2020-04-08 |
View HC FINANCIAL ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.