$609 Million is the total value of CREATIVE FINANCIAL DESIGNS INC /ADV's 1294 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 32.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $21,682,000 | +14.8% | 164,408 | +28.6% | 3.56% | +23.8% |
| SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $21,603,000 | +8.2% | 387,159 | +17.7% | 3.55% | +16.7% |
| IUSV | Buy | ISHARES CORE S&P U.S. VALUE ETFetf | $14,924,000 | +4.6% | 223,145 | +18.7% | 2.45% | +12.9% |
| AAPL | Buy | APPLE INC COMstock | $14,467,000 | -14.1% | 105,817 | +9.7% | 2.38% | -7.4% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $14,214,000 | +5.5% | 186,387 | +8.0% | 2.33% | +13.7% |
| VONG | Buy | VANGUARD RUSSELL 1000 GROWTH ETFetf | $14,062,000 | -14.0% | 249,850 | +9.0% | 2.31% | -7.3% |
| SPIP | Buy | SPDR PORTFOLIO TIPS ETFetf | $13,883,000 | +18.3% | 504,468 | +30.1% | 2.28% | +27.6% |
| SLQD | Buy | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $12,611,000 | +15863.3% | 260,233 | +16124.0% | 2.07% | +17150.0% |
| FLDR | New | FIDELITY LOW DURATION BOND FACTOR ETFetf | $11,674,000 | – | 235,506 | +100.0% | 1.92% | – |
| UCON | Buy | FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETFetf | $10,939,000 | -2.4% | 446,490 | +1.7% | 1.80% | +5.3% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $10,799,000 | -13.5% | 134,166 | +3.5% | 1.77% | -6.6% |
| BLES | Buy | INSPIRE GLOBAL HOPE ESG ETFetf | $10,628,000 | -12.6% | 353,197 | +4.4% | 1.74% | -5.7% |
| BIBL | Buy | INSPIRE 100 ESG ETFetf | $9,552,000 | -13.7% | 327,944 | +6.9% | 1.57% | -6.9% |
| TDTF | Buy | FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUNDetf | $8,958,000 | -1.0% | 355,179 | +6.4% | 1.47% | +6.9% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $8,594,000 | +2.2% | 289,074 | +3.5% | 1.41% | +10.2% |
| TPHD | Buy | TIMOTHY PLAN HIGH DIVIDEND STOCK ETFetf | $8,513,000 | +1.3% | 287,483 | +13.0% | 1.40% | +9.3% |
| VOOG | Buy | VANGUARD S&P 500 GROWTH ETFetf | $8,117,000 | -6.7% | 37,297 | +18.1% | 1.33% | +0.7% |
| AMZN | Buy | AMAZON COM INC COMstock | $7,328,000 | -32.4% | 69,000 | +1975.8% | 1.20% | -27.0% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $7,324,000 | +4565.0% | 232,874 | +5351.2% | 1.20% | +4908.3% |
| MGV | New | VANGUARD MEGA CAP VALUE ETFetf | $6,984,000 | – | 72,611 | +100.0% | 1.15% | – |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $6,066,000 | -13.3% | 148,671 | +2.0% | 1.00% | -6.5% |
| ISMD | Buy | INSPIRE SMALL/MID CAP ESG ETFetf | $5,933,000 | -8.8% | 207,734 | +5.9% | 0.97% | -1.6% |
| PTBD | Buy | PACER TRENDPILOT US BOND ETFetf | $5,857,000 | -7.7% | 272,423 | +4.4% | 0.96% | -0.5% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $5,539,000 | -4.4% | 133,001 | +5.9% | 0.91% | +3.2% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $4,985,000 | +3.1% | 112,429 | +23.5% | 0.82% | +11.1% |
| IBD | Buy | INSPIRE CORPORATE BOND ESG ETFetf | $4,673,000 | +1.6% | 199,697 | +5.8% | 0.77% | +9.6% |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $4,657,000 | -3.3% | 113,982 | +14.4% | 0.76% | +4.4% |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $4,640,000 | +249.9% | 23,555 | +322.5% | 0.76% | +277.2% |
| CAT | Buy | CATERPILLAR INC COMstock | $4,450,000 | -17.7% | 24,893 | +2.5% | 0.73% | -11.2% |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $4,441,000 | +1.8% | 52,936 | +23.0% | 0.73% | +9.8% |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $4,154,000 | -6.4% | 23,685 | +18.9% | 0.68% | +1.0% |
| COWZ | Buy | PACER US CASH COWS 100 ETFetf | $4,142,000 | -3.2% | 96,168 | +11.9% | 0.68% | +4.5% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $3,965,000 | -16.0% | 14,148 | +8.6% | 0.65% | -9.5% |
| GNMA | Buy | ISHARES GNMA BOND FUNDetf | $3,644,000 | +197.7% | 80,023 | +211.9% | 0.60% | +221.5% |
| VUG | Buy | VANGUARD GROWTH ETFetf | $3,632,000 | -19.8% | 16,293 | +3.5% | 0.60% | -13.5% |
| PTNQ | Buy | PACER TRENDPILOT 100etf | $3,605,000 | +0.1% | 71,755 | +4.1% | 0.59% | +8.0% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $3,540,000 | -3.5% | 148,122 | +0.6% | 0.58% | +4.1% |
| ISCG | Buy | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETFetf | $3,008,000 | -11.2% | 85,155 | +11.1% | 0.49% | -4.3% |
| SIMS | Buy | SPDR S&P KENSHO INTELLIGENT STRUCTURES ETFetf | $2,925,000 | -11.2% | 91,372 | +13.2% | 0.48% | -4.2% |
| SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetf | $2,915,000 | +9.8% | 60,884 | +16.0% | 0.48% | +18.6% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $2,847,000 | -7.4% | 8,206 | +10.9% | 0.47% | -0.2% |
| SPY | Buy | SPDR S&P 500 ETFetf | $2,818,000 | -11.2% | 7,469 | +6.4% | 0.46% | -4.1% |
| ALTL | Buy | PACER LUNT LARGE CAP ALTERNATOR ETFetf | $2,739,000 | -4.7% | 66,919 | +4.4% | 0.45% | +3.0% |
| MGK | Buy | VANGUARD MEGA CAP GROWTH ETFetf | $2,692,000 | -12.9% | 14,816 | +12.9% | 0.44% | -6.0% |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND FUNDetf | $2,651,000 | +0.8% | 68,319 | +9.8% | 0.44% | +8.8% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $2,636,000 | +0.2% | 36,855 | +7.1% | 0.43% | +8.2% |
| EMQQ | Buy | EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf | $2,611,000 | +17.7% | 80,761 | +19.3% | 0.43% | +26.9% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $2,579,000 | -7.0% | 43,826 | +9.8% | 0.42% | +0.2% |
| MSFT | Buy | MICROSOFT CORP COMstock | $2,579,000 | +1.0% | 10,041 | +21.2% | 0.42% | +9.0% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $2,568,000 | -10.9% | 7,865 | +13.7% | 0.42% | -3.9% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $2,411,000 | -10.6% | 10,656 | +6.0% | 0.40% | -3.4% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $2,363,000 | +7522.6% | 67,969 | +8396.1% | 0.39% | +7660.0% |
| VAW | Buy | VANGUARD MATERIALS INDEX FUNDetf | $2,344,000 | -8.9% | 14,630 | +10.4% | 0.38% | -1.5% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $2,277,000 | -20.3% | 1,045 | +1.8% | 0.37% | -14.0% |
| XMMO | Buy | INVESCO S&P MIDCAP MOMENTUM ETFetf | $2,272,000 | -16.9% | 31,938 | +0.9% | 0.37% | -10.3% |
| FDIS | Buy | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $2,250,000 | -3.6% | 38,209 | +29.4% | 0.37% | +3.9% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $2,168,000 | -1.6% | 69,643 | +30.2% | 0.36% | +6.3% |
| RDVY | Buy | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $2,135,000 | +18.1% | 52,178 | +41.4% | 0.35% | +27.3% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $2,041,000 | -13.1% | 40,470 | +5.1% | 0.34% | -6.2% |
| HYDB | Buy | ISHARES HIGH YIELD BOND FACTOR ETFetf | $2,031,000 | -5.4% | 46,683 | +6.0% | 0.33% | +1.8% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $1,984,000 | -2.2% | 21,465 | +14.2% | 0.33% | +5.5% |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $1,968,000 | +1.8% | 42,034 | +7.9% | 0.32% | +9.9% |
| EFV | Buy | ISHARES MSCI EAFE VALUE INDEX ETFetf | $1,782,000 | +3.2% | 41,052 | +19.5% | 0.29% | +11.4% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $1,753,000 | -13.8% | 11,698 | +1.2% | 0.29% | -7.1% |
| EMR | Buy | EMERSON ELEC CO COMstock | $1,702,000 | +4.2% | 21,398 | +28.4% | 0.28% | +12.0% |
| XAR | Buy | SPDR S&P AEROSPACE & DEFENSE ETFetf | $1,689,000 | -16.6% | 16,785 | +3.3% | 0.28% | -10.1% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $1,646,000 | +1.0% | 34,561 | +13.3% | 0.27% | +8.9% |
| SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,616,000 | -5.9% | 39,848 | +2.0% | 0.26% | +1.5% |
| INTC | Buy | INTEL CORP COMstock | $1,516,000 | -11.7% | 40,527 | +17.0% | 0.25% | -4.6% |
| SRVR | Buy | PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETFetf | $1,496,000 | -8.7% | 43,436 | +3.4% | 0.25% | -1.2% |
| VPU | Buy | VANGUARD UTILITIES INDEX FUNDetf | $1,491,000 | -2.3% | 9,790 | +3.8% | 0.24% | +5.6% |
| FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFetf | $1,491,000 | -10.7% | 60,578 | +0.7% | 0.24% | -3.5% |
| SHM | Buy | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $1,491,000 | +14810.0% | 31,549 | +14923.3% | 0.24% | +12150.0% |
| VWOB | Buy | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $1,482,000 | -12.1% | 24,175 | +0.2% | 0.24% | -5.4% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $1,454,000 | -1.7% | 36,249 | +10.7% | 0.24% | +6.2% |
| C | Buy | CITIGROUP INC COM NEWstock | $1,408,000 | -10.7% | 30,608 | +3.6% | 0.23% | -3.8% |
| TSLA | Buy | TESLA INC COMstock | $1,383,000 | -34.0% | 2,053 | +5.7% | 0.23% | -28.8% |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $1,381,000 | -7.4% | 13,378 | +11.1% | 0.23% | 0.0% |
| SO | Buy | SOUTHERN CO COMstock | $1,365,000 | +2.7% | 19,140 | +4.4% | 0.22% | +10.9% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $1,345,000 | -12.0% | 3,548 | +5.3% | 0.22% | -5.2% |
| USB | Buy | US BANCORP DEL COM NEWstock | $1,332,000 | -4.9% | 28,936 | +9.9% | 0.22% | +2.8% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $1,284,000 | -7.0% | 34,872 | +5.5% | 0.21% | +0.5% |
| PTLC | Buy | PACER TRENDPILOT US LARGE CAP ETFetf | $1,267,000 | +1.0% | 33,723 | +4.5% | 0.21% | +8.9% |
| SOXX | Buy | ISHARES SEMICONDUCTOR FUNDetf | $1,237,000 | -22.6% | 3,539 | +4.8% | 0.20% | -16.5% |
| ALTO | Buy | ALTO INGREDIENTS INC COMstock | $1,232,000 | -38.0% | 332,143 | +13.9% | 0.20% | -33.3% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $1,226,000 | +3615.2% | 11,709 | +3570.5% | 0.20% | +3920.0% |
| PINS | Buy | PINTEREST INC CL Astock | $1,216,000 | +20.8% | 66,974 | +63.6% | 0.20% | +30.7% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $1,220,000 | -8.5% | 21,030 | +18.0% | 0.20% | -1.5% |
| EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $1,214,000 | -8.7% | 14,228 | +4.7% | 0.20% | -1.5% |
| VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $1,191,000 | +4.5% | 6,761 | +26.1% | 0.20% | +13.3% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $1,170,000 | -10.8% | 13,034 | +10.2% | 0.19% | -4.0% |
| FYT | Buy | FIRST TRUST SMALL CAP VALUE ALPHADEX FUNDetf | $1,144,000 | -11.7% | 25,976 | +2.4% | 0.19% | -4.6% |
| AMGN | Buy | AMGEN INC COMstock | $1,117,000 | +3.6% | 4,591 | +3.0% | 0.18% | +11.6% |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETFetf | $1,079,000 | -13.1% | 16,745 | +2.5% | 0.18% | -6.3% |
| HON | Buy | HONEYWELL INTL INC COMstock | $1,069,000 | +1.9% | 6,151 | +14.0% | 0.18% | +9.4% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $1,059,000 | -16.2% | 16,067 | +15.1% | 0.17% | -9.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $1,022,000 | +2.1% | 20,136 | +2.5% | 0.17% | +10.5% |
| FXH | Buy | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $1,023,000 | -3.3% | 9,917 | +7.5% | 0.17% | +4.3% |
| IYK | Buy | ISHARES U.S. CONSUMER STAPLES ETFetf | $1,022,000 | +11.0% | 5,243 | +14.1% | 0.17% | +20.0% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTD ORDstock | $961,000 | -3.0% | 7,892 | +10.1% | 0.16% | +4.6% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $929,000 | +15.1% | 11,994 | +25.8% | 0.15% | +24.4% |
| CGW | Buy | INVESCO S&P GLOBAL WATER INDEX ETFetf | $928,000 | -2.9% | 21,016 | +15.3% | 0.15% | +4.8% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $926,000 | +9.6% | 6,437 | +16.4% | 0.15% | +17.8% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $924,000 | -43.9% | 6,093 | +0.9% | 0.15% | -39.4% |
| FB | Buy | META PLATFORMS INC CL Astock | $908,000 | +124.8% | 5,634 | +210.1% | 0.15% | +144.3% |
| LKQ | Buy | LKQ CORP COMstock | $901,000 | +11.6% | 18,345 | +3.2% | 0.15% | +20.3% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $895,000 | -15.0% | 28,457 | +3.6% | 0.15% | -8.1% |
| GIS | Buy | GENERAL MLS INC COMstock | $882,000 | +17.8% | 11,686 | +5.7% | 0.14% | +27.2% |
| FPE | Buy | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $856,000 | +0.6% | 49,657 | +10.9% | 0.14% | +9.3% |
| GRMN | Buy | GARMIN LTD SHSstock | $840,000 | +1192.3% | 8,546 | +1451.0% | 0.14% | +1280.0% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $828,000 | -13.7% | 14,246 | +2.3% | 0.14% | -6.8% |
| IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $800,000 | +21.6% | 8,982 | +39.7% | 0.13% | +31.0% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $792,000 | -7.2% | 6,231 | +16.1% | 0.13% | 0.0% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $792,000 | +21.3% | 3,291 | +26.0% | 0.13% | +31.3% |
| SJM | Buy | SMUCKER J M CO COM NEWstock | $778,000 | +10.8% | 6,074 | +17.2% | 0.13% | +19.6% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $772,000 | +6.3% | 6,479 | +17.1% | 0.13% | +15.5% |
| T | Buy | AT&T INC COMstock | $769,000 | -6.2% | 36,694 | +5.7% | 0.13% | +0.8% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $752,000 | +53.8% | 8,777 | +48.2% | 0.12% | +66.2% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $747,000 | -28.1% | 5,881 | +6.4% | 0.12% | -22.2% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $727,000 | +3.0% | 10,356 | +13.8% | 0.12% | +11.2% |
| UNP | Buy | UNION PAC CORP COMstock | $713,000 | -12.9% | 3,341 | +11.4% | 0.12% | -6.4% |
| CRM | Buy | SALESFORCE INC COMstock | $695,000 | -7.0% | 4,210 | +19.7% | 0.11% | 0.0% |
| LOW | Buy | LOWES COS INC COMstock | $695,000 | -4.5% | 3,980 | +10.6% | 0.11% | +2.7% |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $690,000 | -29.4% | 33,729 | +23.1% | 0.11% | -24.2% |
| SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $672,000 | -8.6% | 10,762 | +4.5% | 0.11% | -1.8% |
| FTSL | Buy | FIRST TRUST SENIOR LOAN FUNDetf | $665,000 | +349.3% | 15,072 | +377.7% | 0.11% | +373.9% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $660,000 | -9.8% | 5,864 | +9.2% | 0.11% | -2.7% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $649,000 | +1.1% | 4,482 | +13.6% | 0.11% | +9.2% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $628,000 | +51.3% | 3,536 | +51.1% | 0.10% | +63.5% |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $615,000 | +13.3% | 2,612 | +22.3% | 0.10% | +21.7% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $611,000 | +8628.6% | 9,058 | +11365.8% | 0.10% | +9900.0% |
| Buy | AAM BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETFetf | $606,000 | +1246.7% | 27,690 | +1357.4% | 0.10% | +1314.3% | |
| FTGC | Buy | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $593,000 | +59200.0% | 22,166 | +110730.0% | 0.10% | – |
| AFL | Buy | AFLAC INC COMstock | $592,000 | -14.1% | 10,703 | +0.0% | 0.10% | -7.6% |
| SPDW | Buy | SPDR S&P WORLD EX-USetf | $578,000 | -6.0% | 20,047 | +11.8% | 0.10% | +1.1% |
| CINF | Buy | CINCINNATI FINL CORP COMstock | $571,000 | -10.5% | 4,800 | +2.2% | 0.09% | -3.1% |
| HEGD | Buy | SWAN HEDGED EQUITY US LARGE CAP ETFetf | $563,000 | -4.6% | 33,029 | +4.7% | 0.09% | +2.2% |
| CRF | Buy | CORNERSTONE TOTAL RETURN FD IN COMcef | $549,000 | -2.7% | 65,924 | +62.7% | 0.09% | +4.7% |
| ICVT | Buy | ISHARES CONVERTIBLE BOND ETFetf | $541,000 | +249.0% | 7,800 | +318.5% | 0.09% | +270.8% |
| GPC | Buy | GENUINE PARTS CO COMstock | $534,000 | +9.7% | 4,012 | +3.7% | 0.09% | +18.9% |
| SYY | Buy | SYSCO CORP COMstock | $527,000 | +9.3% | 6,221 | +5.3% | 0.09% | +19.2% |
| INDS | Buy | PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETFetf | $525,000 | -19.5% | 12,867 | +0.2% | 0.09% | -13.1% |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE FD COMcef | $508,000 | +4.7% | 59,198 | +72.1% | 0.08% | +12.2% |
| SCHR | Buy | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFetf | $504,000 | +95.3% | 9,770 | +101.5% | 0.08% | +112.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $493,000 | +1.0% | 960 | +0.3% | 0.08% | +9.5% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $487,000 | +26.5% | 4,279 | +38.6% | 0.08% | +35.6% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $486,000 | -9.5% | 5,146 | +5.1% | 0.08% | -2.4% |
| TTAC | Buy | FCF US QUALITY ETFetf | $469,000 | -13.0% | 10,360 | +0.2% | 0.08% | -6.1% |
| FTSM | Buy | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $469,000 | +1240.0% | 7,901 | +1259.9% | 0.08% | +1440.0% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $469,000 | -8.8% | 978 | +9.5% | 0.08% | -1.3% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $471,000 | -9.1% | 1,915 | +4.8% | 0.08% | -2.5% |
| AWR | Buy | AMER STATES WTR CO COMstock | $458,000 | -4.6% | 5,614 | +4.0% | 0.08% | +2.7% |
| DOV | Buy | DOVER CORP COMstock | $440,000 | -20.0% | 3,629 | +3.6% | 0.07% | -14.3% |
| EELV | New | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $441,000 | – | 18,953 | +100.0% | 0.07% | – |
| VIAC | Buy | PARAMOUNT GLOBAL CLASS B COMstock | $435,000 | -33.2% | 17,645 | +2.5% | 0.07% | -28.3% |
| DWLD | Buy | DAVIS SELECT WORLDWIDE ETFetf | $425,000 | -10.5% | 17,616 | +1.2% | 0.07% | -2.8% |
| FXZ | New | FIRST TRUST MATERIALS ALPHADEX FUNDetf | $423,000 | – | 7,491 | +100.0% | 0.07% | – |
| NUE | Buy | NUCOR CORP COMstock | $415,000 | -14.1% | 3,978 | +22.5% | 0.07% | -6.8% |
| NDSN | Buy | NORDSON CORP COMstock | $417,000 | -5.4% | 2,059 | +6.0% | 0.07% | +1.5% |
| NWN | Buy | NORTHWEST NAT HLDG CO COMstock | $417,000 | +12.1% | 7,851 | +9.1% | 0.07% | +19.3% |
| LMBS | Buy | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $411,000 | +26.5% | 8,518 | +28.1% | 0.07% | +36.7% |
| ARKF | Buy | ARK FINTECH INNOVATION ETFetf | $406,000 | -46.1% | 26,188 | +1.0% | 0.07% | -41.7% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $404,000 | +62.9% | 4,250 | +62.0% | 0.07% | +73.7% |
| IGV | Buy | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $399,000 | -20.4% | 1,481 | +2.0% | 0.07% | -13.2% |
| HRL | Buy | HORMEL FOODS CORP COMstock | $402,000 | -3.4% | 8,498 | +5.3% | 0.07% | +4.8% |
| BA | Buy | BOEING CO COMstock | $389,000 | -21.4% | 2,845 | +10.0% | 0.06% | -14.7% |
| WMT | Buy | WALMART INC COMstock | $383,000 | -8.6% | 3,154 | +12.2% | 0.06% | -1.6% |
| PMAY | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYetf | $381,000 | – | 13,962 | +100.0% | 0.06% | – |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $380,000 | -17.0% | 5,879 | +0.2% | 0.06% | -11.4% |
| ABM | Buy | ABM INDS INC COMstock | $380,000 | -1.6% | 8,746 | +4.3% | 0.06% | +5.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $374,000 | -4.6% | 2,054 | +9.7% | 0.06% | +1.7% |
| ORCL | Buy | ORACLE CORP COMstock | $357,000 | -9.4% | 5,105 | +7.1% | 0.06% | -1.7% |
| HD | Buy | HOME DEPOT INC COMstock | $351,000 | +0.9% | 1,280 | +10.2% | 0.06% | +9.4% |
| LANC | Buy | LANCASTER COLONY CORP COMstock | $346,000 | -7.5% | 2,687 | +7.1% | 0.06% | 0.0% |
| FDX | Buy | FEDEX CORP COMstock | $345,000 | +144.7% | 1,520 | +149.2% | 0.06% | +171.4% |
| CWT | Buy | CALIFORNIA WTR SVC GROUP COMstock | $337,000 | +0.9% | 6,064 | +7.5% | 0.06% | +7.8% |
| NFG | Buy | NATIONAL FUEL GAS CO COMstock | $333,000 | +5.7% | 5,047 | +10.0% | 0.06% | +14.6% |
| VGSH | Buy | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $333,000 | +141.3% | 5,652 | +142.8% | 0.06% | +161.9% |
| FUL | Buy | FULLER H B CO COMstock | $330,000 | -5.4% | 5,479 | +3.7% | 0.05% | +1.9% |
| TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $314,000 | +25.1% | 2,613 | +40.0% | 0.05% | +36.8% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $314,000 | +16.7% | 1,664 | +40.8% | 0.05% | +26.8% |
| NAPR | Buy | INNOVATOR NASDAQ-100 POWER BUFFER ETF - APRILetf | $319,000 | +929.0% | 9,370 | +1071.2% | 0.05% | +940.0% |
| MO | Buy | ALTRIA GROUP INC COMstock | $317,000 | +20.1% | 7,581 | +50.1% | 0.05% | +30.0% |
| SHOP | Buy | SHOPIFY INC CL Astock | $311,000 | -56.9% | 9,960 | +834.3% | 0.05% | -53.6% |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $312,000 | -25.0% | 10,752 | +2.4% | 0.05% | -19.0% |
| FTA | Buy | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $312,000 | +19.5% | 5,018 | +35.6% | 0.05% | +27.5% |
| SJW | Buy | SJW GROUP COMstock | $304,000 | -1.3% | 4,871 | +10.0% | 0.05% | +6.4% |
| DNP | Buy | DNP SELECT INCOME FD INC COMcef | $305,000 | +17.3% | 28,154 | +28.0% | 0.05% | +25.0% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $295,000 | +217.2% | 1,589 | +233.1% | 0.05% | +242.9% |
| FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $288,000 | -4.6% | 6,203 | +1.7% | 0.05% | +2.2% |
| HDV | New | ISHARES CORE HIGH DIVIDEND ETFetf | $281,000 | – | 2,799 | +100.0% | 0.05% | – |
| FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $275,000 | +61.8% | 6,087 | +71.7% | 0.04% | +73.1% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $261,000 | +944.0% | 4,197 | +959.8% | 0.04% | +975.0% |
| MGEE | Buy | MGE ENERGY INC COMstock | $256,000 | +23.1% | 3,295 | +26.5% | 0.04% | +31.2% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $255,000 | +171.3% | 2,513 | +180.5% | 0.04% | +200.0% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $248,000 | +11.2% | 3,964 | +30.6% | 0.04% | +20.6% |
| VGIT | Buy | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf | $251,000 | +263.8% | 4,103 | +272.3% | 0.04% | +310.0% |
| AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $247,000 | +157.3% | 2,429 | +169.9% | 0.04% | +173.3% |
| VV | Buy | VANGUARD LARGE-CAP INDEX FUNDetf | $240,000 | +21.2% | 1,391 | +46.4% | 0.04% | +30.0% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $239,000 | +23.8% | 6,923 | +25.1% | 0.04% | +34.5% |
| PSEC | Buy | PROSPECT CAP CORP COMcef | $227,000 | -13.7% | 32,472 | +2.1% | 0.04% | -7.5% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $224,000 | +474.4% | 2,265 | +448.4% | 0.04% | +516.7% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $223,000 | +31.2% | 3,173 | +38.9% | 0.04% | +42.3% |
| TDS | Buy | TELEPHONE & DATA SYS INC COM NEWstock | $225,000 | +287.9% | 14,275 | +362.0% | 0.04% | +311.1% |
| LQD | Buy | ISHARES IBOXX CORPORATE BOND ETFetf | $220,000 | +7.8% | 1,999 | +18.7% | 0.04% | +16.1% |
| PPG | Buy | PPG INDS INC COMstock | $211,000 | +1.9% | 1,845 | +17.0% | 0.04% | +12.9% |
| FDHY | Buy | FIDELITY HIGH YIELD FACTOR ETFetf | $212,000 | -10.9% | 4,669 | +0.2% | 0.04% | -2.8% |
| GWW | Buy | GRAINGER W W INC COMstock | $205,000 | +7.9% | 450 | +22.0% | 0.03% | +17.2% |
| QCOM | Buy | QUALCOMM INC COMstock | $210,000 | -14.3% | 1,641 | +2.3% | 0.03% | -8.1% |
| SDVY | New | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFetf | $198,000 | – | 8,274 | +100.0% | 0.03% | – |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $198,000 | -18.9% | 5,483 | +2.7% | 0.03% | -10.8% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $200,000 | +207.7% | 1,309 | +220.8% | 0.03% | +230.0% |
| PHM | Buy | PULTE GROUP INC COMstock | $204,000 | +11.5% | 5,152 | +17.9% | 0.03% | +17.9% |
| PJUN | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEetf | $194,000 | – | 6,680 | +100.0% | 0.03% | – |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $192,000 | -20.7% | 877 | +0.6% | 0.03% | -13.5% |
| BKH | Buy | BLACK HILLS CORP COMstock | $196,000 | +14.0% | 2,697 | +20.8% | 0.03% | +23.1% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $189,000 | +6200.0% | 1,118 | +6887.5% | 0.03% | – |
| AGZ | Buy | ISHARES AGENCY BOND ETFetf | $189,000 | +455.9% | 1,721 | +473.7% | 0.03% | +520.0% |
| MDIV | New | MULTI-ASSET DIVERSIFIED INCOME INDEX FUNDetf | $190,000 | – | 12,493 | +100.0% | 0.03% | – |
| COP | Buy | CONOCOPHILLIPS COMstock | $190,000 | +5.6% | 2,120 | +17.8% | 0.03% | +14.8% |
| TPLC | Buy | TIMOTHY PLAN US LARGE/MID CAP CORE ETFetf | $180,000 | -13.9% | 5,747 | +0.2% | 0.03% | -6.2% |
| SCL | Buy | STEPAN CO COMstock | $182,000 | +20.5% | 1,797 | +17.7% | 0.03% | +30.4% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $181,000 | +1.1% | 7,135 | +10.4% | 0.03% | +11.1% |
| IYH | Buy | ISHARES U.S. HEALTHCARE ETFetf | $178,000 | -6.8% | 663 | +0.2% | 0.03% | 0.0% |
| PFF | Buy | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $176,000 | -9.7% | 5,350 | +0.1% | 0.03% | -3.3% |
| OKE | Buy | ONEOK INC NEW COMstock | $168,000 | -17.6% | 3,019 | +4.4% | 0.03% | -9.7% |
| CPB | Buy | CAMPBELL SOUP CO COMstock | $170,000 | +41.7% | 3,535 | +31.4% | 0.03% | +55.6% |
| FITB | Buy | FIFTH THIRD BANCORP COMstock | $173,000 | -21.7% | 5,136 | +0.0% | 0.03% | -17.6% |
| TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $172,000 | +212.7% | 1,499 | +259.5% | 0.03% | +250.0% |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $166,000 | -14.9% | 2,304 | +2.5% | 0.03% | -10.0% |
| CSX | Buy | CSX CORP COMstock | $163,000 | -22.0% | 5,600 | +0.2% | 0.03% | -15.6% |
| SPMO | Buy | INVESCO S&P 500 MOMENTUM ETFetf | $162,000 | +440.0% | 3,130 | +546.7% | 0.03% | +440.0% |
| TFC | Buy | TRUIST FINL CORP COMstock | $158,000 | -13.2% | 3,332 | +4.0% | 0.03% | -7.1% |
| FLOT | New | ISHARES FLOATING RATE BOND ETFetf | $150,000 | – | 3,004 | +100.0% | 0.02% | – |
| TDIV | New | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $155,000 | – | 3,085 | +100.0% | 0.02% | – |
| FMBH | Buy | FIRST MID ILL BANCSHARES INC COMstock | $154,000 | +4.1% | 4,327 | +12.9% | 0.02% | +8.7% |
| AZBA | New | ALLIANZIM U.S. LARGE CAP BUFFER20 APR ETFetf | $145,000 | – | 5,725 | +100.0% | 0.02% | – |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $147,000 | -12.0% | 1,133 | +1.4% | 0.02% | -4.0% |
| IAU | Buy | ISHARES GOLD TRUSTetf | $144,000 | -6.5% | 4,187 | +0.5% | 0.02% | +4.3% |
| IFRA | New | ISHARES U.S. INFRASTRUCTURE ETFetf | $144,000 | – | 4,237 | +100.0% | 0.02% | – |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $149,000 | +4.9% | 3,790 | +25.1% | 0.02% | +9.1% |
| FTF | Buy | FRANKLIN LTD DURATION INCOME T COMcef | $140,000 | -9.1% | 20,727 | +2.2% | 0.02% | 0.0% |
| DOW | Buy | DOW INC COMstock | $141,000 | -9.0% | 2,723 | +11.8% | 0.02% | -4.2% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $140,000 | -17.2% | 2,190 | +0.2% | 0.02% | -11.5% |
| SBUX | Buy | STARBUCKS CORP COMstock | $143,000 | -12.8% | 1,868 | +3.3% | 0.02% | -8.0% |
| ATKR | Buy | ATKORE INC COMstock | $141,000 | -6.0% | 1,700 | +11.5% | 0.02% | 0.0% |
| SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETFetf | $142,000 | -7.2% | 1,961 | +6.9% | 0.02% | 0.0% |
| MRCC | Buy | MONROE CAP CORP COMcef | $136,000 | -14.5% | 15,055 | +2.0% | 0.02% | -8.3% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION COMcef | $133,000 | -2.2% | 10,786 | +17.2% | 0.02% | +4.8% |
| DE | Buy | DEERE & CO COMstock | $132,000 | +36.1% | 442 | +88.9% | 0.02% | +46.7% |
| IRT | Buy | INDEPENDENCE RLTY TR INC COMreit | $137,000 | +158.5% | 6,627 | +228.7% | 0.02% | +175.0% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $135,000 | +33.7% | 2,153 | +62.2% | 0.02% | +46.7% |
| COG | New | COTERRA ENERGY INC COMstock | $137,000 | – | 5,300 | +100.0% | 0.02% | – |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $125,000 | +40.4% | 2,803 | +70.1% | 0.02% | +50.0% |
| FTNT | Buy | FORTINET INC COMstock | $126,000 | +152.0% | 2,230 | +1427.4% | 0.02% | +162.5% |
| ULTA | Buy | ULTA BEAUTY INC COMstock | $126,000 | +68.0% | 328 | +73.5% | 0.02% | +90.9% |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $125,000 | +33.0% | 2,221 | +81.9% | 0.02% | +50.0% |
| MGC | Buy | VANGUARD MEGA CAP ETFetf | $128,000 | -16.9% | 971 | +0.2% | 0.02% | -8.7% |
| HSY | Buy | HERSHEY CO COMstock | $124,000 | +106.7% | 577 | +109.1% | 0.02% | +122.2% |
| NTR | Buy | NUTRIEN LTD COMstock | $114,000 | -21.9% | 1,426 | +1.6% | 0.02% | -13.6% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $114,000 | 0.0% | 959 | +7.9% | 0.02% | +11.8% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $117,000 | -25.5% | 697 | +0.6% | 0.02% | -20.8% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $115,000 | +11400.0% | 2,517 | +14705.9% | 0.02% | – |
| XRT | Buy | SPDR S&P RETAIL ETFetf | $112,000 | -22.8% | 1,926 | +0.3% | 0.02% | -18.2% |
| SLV | Buy | ISHARES SILVER TRUSTetf | $108,000 | -4.4% | 5,778 | +16.8% | 0.02% | +5.9% |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $107,000 | +0.9% | 3,319 | +15.5% | 0.02% | +12.5% |
| DGRW | Buy | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $108,000 | -10.0% | 1,890 | +0.6% | 0.02% | 0.0% |
| MCD | Buy | MCDONALDS CORP COMstock | $112,000 | +8.7% | 454 | +9.4% | 0.02% | +12.5% |
| BBDC | Buy | BARINGS BDC INC COMcef | $102,000 | -3.8% | 11,003 | +6.9% | 0.02% | +6.2% |
| THTX | Buy | THERATECHNOLOGIES INC COMstock | $101,000 | – | 44,635 | +100.0% | 0.02% | – |
| DOCS | New | DOXIMITY INC CL Astock | $104,000 | – | 3,000 | +100.0% | 0.02% | – |
| COM | Buy | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETFetf | $106,000 | +606.7% | 3,421 | +653.5% | 0.02% | +750.0% |
| DHIL | New | DIAMOND HILL INVT GROUP INC COM NEWstock | $104,000 | – | 600 | +100.0% | 0.02% | – |
| ORLY | Buy | OREILLY AUTOMOTIVE INC COMstock | $104,000 | +1385.7% | 164 | +1540.0% | 0.02% | +1600.0% |
| GBIL | Buy | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $102,000 | +20.0% | 1,018 | +19.6% | 0.02% | +30.8% |
| HRZN | Buy | HORIZON TECHNOLOGY FIN CORP COMcef | $102,000 | -15.0% | 8,834 | +2.0% | 0.02% | -5.6% |
| SLY | Buy | SPDR S&P 600 SMALL CAP ETFetf | $104,000 | +100.0% | 1,301 | +134.4% | 0.02% | +112.5% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $105,000 | +1.0% | 2,515 | +8.7% | 0.02% | +6.2% |
| DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $103,000 | +98.1% | 879 | +118.1% | 0.02% | +112.5% |
| IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $103,000 | +47.1% | 1,008 | +53.9% | 0.02% | +54.5% |
| ABNB | Buy | AIRBNB INC COM CL Astock | $96,000 | -40.0% | 1,073 | +15.3% | 0.02% | -33.3% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $95,000 | -25.2% | 1,509 | +0.1% | 0.02% | -15.8% |
| WBS | New | WEBSTER FINL CORP COMstock | $97,000 | – | 2,300 | +100.0% | 0.02% | – |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAA SPONSORED ADRadr | $99,000 | +47.8% | 3,960 | +98.0% | 0.02% | +60.0% |
| FLBL | Buy | FRANKLIN LIBERTY SENIOR LOAN ETFetf | $99,000 | +230.0% | 4,297 | +258.7% | 0.02% | +220.0% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $100,000 | +270.4% | 2,624 | +277.0% | 0.02% | +300.0% |
| ONEQ | Buy | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $97,000 | -21.8% | 2,240 | +0.2% | 0.02% | -15.8% |
| VFH | Buy | VANGUARD FINANCIALS INDEX FUNDetf | $99,000 | -10.8% | 1,278 | +7.8% | 0.02% | -5.9% |
| FNDX | Buy | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $91,000 | +62.5% | 1,779 | +87.3% | 0.02% | +66.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $92,000 | +3.4% | 169 | +11.9% | 0.02% | +7.1% |
| IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $90,000 | -21.7% | 1,142 | +0.1% | 0.02% | -11.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $86,000 | +34.4% | 1,105 | +56.7% | 0.01% | +40.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $85,000 | +7.6% | 885 | +11.5% | 0.01% | +16.7% |
| BUSE | New | FIRST BUSEY CORP COM NEWstock | $77,000 | – | 3,368 | +100.0% | 0.01% | – |
| AFG | New | AMERICAN FINL GROUP INC OHIO COMstock | $78,000 | – | 561 | +100.0% | 0.01% | – |
| SPVU | Buy | INVESCO S&P 500 ENHANCED VALUE ETFetf | $81,000 | +200.0% | 2,073 | +243.8% | 0.01% | +225.0% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $80,000 | 0.0% | 727 | +0.1% | 0.01% | +8.3% |
| DWM | Buy | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $78,000 | -11.4% | 1,710 | +2.5% | 0.01% | 0.0% |
| ETN | Buy | EATON CORP PLC SHSstock | $80,000 | -16.7% | 638 | +0.3% | 0.01% | -13.3% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $79,000 | +27.4% | 1,100 | +40.1% | 0.01% | +44.4% |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $81,000 | – | 601 | +100.0% | 0.01% | – |
| HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $82,000 | +192.9% | 2,093 | +240.3% | 0.01% | +225.0% |
| EWMC | Buy | INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETFetf | $82,000 | +164.5% | 1,053 | +215.3% | 0.01% | +160.0% |
| HNDL | Buy | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $73,000 | -12.0% | 3,549 | +2.8% | 0.01% | -7.7% |
| REM | Buy | ISHARES MORTGAGE REAL ESTATE ETFetf | $71,000 | -14.5% | 2,661 | +4.6% | 0.01% | -7.7% |
| VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $72,000 | -11.1% | 1,222 | +2.3% | 0.01% | 0.0% |
| PICK | Buy | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf | $75,000 | +2.7% | 2,108 | +47.7% | 0.01% | +9.1% |
| SPTS | Buy | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $75,000 | +1.4% | 2,531 | +1.9% | 0.01% | +9.1% |
| FENY | Buy | FIDELITY MSCI ENERGY INDEX ETFetf | $72,000 | +2.9% | 3,730 | +11.1% | 0.01% | +9.1% |
| New | WARNER BROS DISCOVERY INC COM SER Astock | $71,000 | – | 5,301 | +100.0% | 0.01% | – | |
| PAVE | Buy | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $72,000 | -19.1% | 3,169 | +0.8% | 0.01% | -14.3% |
| MLPA | New | GLOBAL X MLP ETFetf | $76,000 | – | 2,065 | +100.0% | 0.01% | – |
| SPTM | Buy | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $68,000 | -12.8% | 1,459 | +3.8% | 0.01% | -8.3% |
| IVOL | Buy | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $65,000 | 0.0% | 2,575 | +2.0% | 0.01% | +10.0% |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $67,000 | -14.1% | 492 | +1.9% | 0.01% | -8.3% |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $69,000 | -14.8% | 1,871 | +1.2% | 0.01% | -8.3% |
| BSV | Buy | VANGUARD SHORT TERM BONDetf | $65,000 | +8.3% | 847 | +10.6% | 0.01% | +22.2% |
| LDSF | Buy | FIRST TRUST LOW DURATION STRATEGIC FOCUS ETFetf | $69,000 | +590.0% | 3,715 | +635.6% | 0.01% | +450.0% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $64,000 | +220.0% | 600 | +200.0% | 0.01% | +266.7% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $69,000 | -13.8% | 1,316 | +9.5% | 0.01% | -8.3% |
| USMF | Buy | WISDOMTREE U.S. MULTIFACTOR FUNDetf | $68,000 | -6.8% | 1,865 | +5.0% | 0.01% | 0.0% |
| FDT | Buy | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $67,000 | +21.8% | 1,395 | +47.2% | 0.01% | +37.5% |
| ILCG | Buy | ISHARES MORNINGSTAR GROWTH ETFetf | $66,000 | -23.3% | 1,317 | +0.1% | 0.01% | -15.4% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $66,000 | -14.3% | 420 | +0.2% | 0.01% | -8.3% |
| FNX | Buy | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $64,000 | +1.6% | 767 | +19.1% | 0.01% | +10.0% |
| MU | Buy | MICRON TECHNOLOGY INC COMstock | $62,000 | -25.3% | 1,125 | +6.1% | 0.01% | -23.1% |
| TGH | Buy | TEXTAINER GROUP HOLDINGS LTD SHSstock | $61,000 | -27.4% | 2,218 | +0.3% | 0.01% | -23.1% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $63,000 | +40.0% | 2,240 | +61.4% | 0.01% | +42.9% |
| FXR | Buy | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $60,000 | -4.8% | 1,239 | +11.2% | 0.01% | 0.0% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $60,000 | +5.3% | 266 | +15.7% | 0.01% | +11.1% |
| RTM | Buy | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETFetf | $61,000 | +238.9% | 392 | +308.3% | 0.01% | +233.3% |
| DLTR | Buy | DOLLAR TREE INC COMstock | $62,000 | +287.5% | 400 | +300.0% | 0.01% | +400.0% |
| XSVM | Buy | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFetf | $54,000 | -10.0% | 1,224 | +10.4% | 0.01% | 0.0% |
| DLS | Buy | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $56,000 | -13.8% | 967 | +2.5% | 0.01% | -10.0% |
| UBS | Buy | UBS GROUP AG SHSstock | $52,000 | -17.5% | 3,221 | +0.7% | 0.01% | -10.0% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $51,000 | -12.1% | 668 | +0.5% | 0.01% | -11.1% |
| IDRV | Buy | ISHARES SELF-DRIVING EV AND TECH ETFetf | $50,000 | +19.0% | 1,366 | +51.8% | 0.01% | +33.3% |
| SCHH | Buy | SCHWAB U.S. REIT ETFetf | $49,000 | +32.4% | 2,342 | +58.2% | 0.01% | +33.3% |
| OEF | Buy | ISHARES S&P 100 ETFetf | $51,000 | -17.7% | 297 | +0.3% | 0.01% | -11.1% |
| BOH | Buy | BANK HAWAII CORP COMstock | $50,000 | -10.7% | 676 | +0.9% | 0.01% | -11.1% |
| Buy | RIVIAN AUTOMOTIVE INC COM CL Astock | $49,000 | -44.9% | 1,892 | +7.0% | 0.01% | -42.9% | |
| D | Buy | DOMINION ENERGY INC COMstock | $50,000 | -5.7% | 629 | +0.3% | 0.01% | 0.0% |
| SYF | Buy | SYNCHRONY FINANCIAL COMstock | $46,000 | -20.7% | 1,679 | +0.3% | 0.01% | -11.1% |
| JKHY | New | HENRY JACK & ASSOC INC COMstock | $50,000 | – | 276 | +100.0% | 0.01% | – |
| EXC | Buy | EXELON CORP COMstock | $48,000 | +166.7% | 1,064 | +186.0% | 0.01% | +166.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $40,000 | +2.6% | 109 | +26.7% | 0.01% | +16.7% |
| SPDV | Buy | AAM S&P 500 HIGH DIVIDEND VALUE ETFetf | $42,000 | -8.7% | 1,462 | +0.8% | 0.01% | 0.0% |
| PEO | Buy | ADAM NAT RES FD INC COMcef | $45,000 | +18.4% | 2,300 | +27.8% | 0.01% | +16.7% |
| DG | Buy | DOLLAR GEN CORPstock | $44,000 | +18.9% | 179 | +7.2% | 0.01% | +16.7% |
| PMAR | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCHetf | $44,000 | – | 1,500 | +100.0% | 0.01% | – |
| PAPR | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRILetf | $45,000 | – | 1,680 | +100.0% | 0.01% | – |
| Buy | INVENTRUST PPTYS CORP COM NEWreit | $41,000 | -14.6% | 1,574 | +0.3% | 0.01% | 0.0% | |
| ONEV | New | SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETFetf | $44,000 | – | 446 | +100.0% | 0.01% | – |
| BSJO | New | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $40,000 | – | 1,816 | +100.0% | 0.01% | – |
| SPHY | New | SPDR PORTFOLIO HIGH YIELD BOND ETFetf | $45,000 | – | 2,000 | +100.0% | 0.01% | – |
| SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $44,000 | +340.0% | 801 | +416.8% | 0.01% | +250.0% |
| RYU | New | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $34,000 | – | 302 | +100.0% | 0.01% | – |
| FTXO | Buy | FIRST TRUST NASDAQ BANK ETFetf | $38,000 | -2.6% | 1,465 | +20.3% | 0.01% | 0.0% |
| QQEW | Buy | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $34,000 | +161.5% | 384 | +207.2% | 0.01% | +200.0% |
| AFIN | Buy | THE NECESSITY RETAIL REIT INC COM CLASS Areit | $38,000 | -7.3% | 5,232 | +1.8% | 0.01% | 0.0% |
| PLD | Buy | PROLOGIS INC. COMreit | $35,000 | -12.5% | 300 | +20.0% | 0.01% | 0.0% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $39,000 | -9.3% | 466 | +14.5% | 0.01% | -14.3% |
| SJNK | Buy | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETFetf | $39,000 | -7.1% | 1,621 | +1.2% | 0.01% | 0.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $34,000 | -15.0% | 2,866 | +5.3% | 0.01% | 0.0% |
| SHY | Buy | ISHARES 1-3 YR TREASURY BOND ETFetf | $38,000 | +65.2% | 457 | +68.0% | 0.01% | +100.0% |
| HCA | Buy | HCA HEALTHCARE INC COMstock | $35,000 | -32.7% | 209 | +0.5% | 0.01% | -25.0% |
| ZTO | Buy | ZTO EXPRESS CAYMAN INC SPONSORED ADS Aadr | $36,000 | +9.1% | 1,312 | +0.2% | 0.01% | +20.0% |
| EBND | Buy | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $37,000 | +5.7% | 1,798 | +15.6% | 0.01% | +20.0% |
| MOO | Buy | VANECK AGRIBUSINESS ETFetf | $38,000 | -9.5% | 445 | +11.2% | 0.01% | 0.0% |
| HYMB | Buy | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $37,000 | -5.1% | 717 | +0.8% | 0.01% | 0.0% |
| DWX | Buy | SPDR S&P INTERNATIONAL DIVIDEND ETFetf | $35,000 | -5.4% | 1,022 | +5.9% | 0.01% | 0.0% |
| ZS | Buy | ZSCALER INC COMstock | $38,000 | +52.0% | 255 | +142.9% | 0.01% | +50.0% |
| AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $35,000 | -10.3% | 910 | +0.1% | 0.01% | 0.0% |
| DKS | Buy | DICKS SPORTING GOODS INC COMstock | $34,000 | -24.4% | 452 | +0.2% | 0.01% | -14.3% |
| DGS | Buy | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $35,000 | -14.6% | 787 | +2.2% | 0.01% | 0.0% |
| IYC | Buy | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $31,000 | -24.4% | 547 | +0.2% | 0.01% | -16.7% |
| ECC | Buy | EAGLE POINT CREDIT COMPANY INC COMcef | $32,000 | +146.2% | 2,700 | +170.0% | 0.01% | +150.0% |
| UAL | Buy | UNITED AIRLS HLDGS INC COMstock | $33,000 | +43.5% | 929 | +85.8% | 0.01% | +66.7% |
| ETJ | Buy | EATON VANCE RISK-MANAGED DIVER COMcef | $29,000 | -14.7% | 3,480 | +2.5% | 0.01% | 0.0% |
| TPSC | Buy | TIMOTHY PLAN US SMALL CAP CORE ETFetf | $30,000 | -6.2% | 1,040 | +8.6% | 0.01% | 0.0% |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $29,000 | -12.1% | 139 | +7.8% | 0.01% | 0.0% |
| GME | Buy | GAMESTOP CORP NEW CL Astock | $32,000 | -11.1% | 258 | +17.8% | 0.01% | 0.0% |
| YYY | Buy | AMPLIFY HIGH INCOME ETFetf | $29,000 | -14.7% | 2,303 | +1.9% | 0.01% | 0.0% |
| WEN | Buy | WENDYS CO COMstock | $30,000 | -14.3% | 1,590 | +0.5% | 0.01% | 0.0% |
| VOOV | Buy | VANGUARD S&P 500 VALUE ETFetf | $32,000 | +6.7% | 239 | +18.9% | 0.01% | 0.0% |
| SHYF | Buy | SHYFT GROUP INC COMstock | $32,000 | -48.4% | 1,731 | +0.3% | 0.01% | -44.4% |
| DGRS | Buy | WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf | $31,000 | -8.8% | 792 | +5.0% | 0.01% | 0.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $29,000 | -9.4% | 1,027 | +0.7% | 0.01% | 0.0% |
| LGH | Buy | HCM DEFENDER 500 INDEX ETFetf | $31,000 | +55.0% | 885 | +82.5% | 0.01% | +66.7% |
| FXN | Buy | FIRST TRUST ENERGY ALPHADEX FUNDetf | $32,000 | +6.7% | 2,171 | +14.5% | 0.01% | 0.0% |
| X | Buy | UNITED STATES STL CORP NEW COMstock | $23,000 | -42.5% | 1,290 | +22.9% | 0.00% | -33.3% |
| ATO | Buy | ATMOS ENERGY CORP COMstock | $24,000 | +84.6% | 211 | +88.4% | 0.00% | +100.0% |
| NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $26,000 | +36.8% | 309 | +41.1% | 0.00% | +33.3% |
| FIW | Buy | FIRST TRUST WATER ETFetf | $27,000 | -15.6% | 375 | +0.3% | 0.00% | -20.0% |
| BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $25,000 | +4.2% | 271 | +2.7% | 0.00% | 0.0% |
| HYS | Buy | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $26,000 | -7.1% | 294 | +1.0% | 0.00% | 0.0% |
| DVN | New | DEVON ENERGY CORP NEW COMstock | $22,000 | – | 400 | +100.0% | 0.00% | – |
| STLA | Buy | STELLANTIS N.V SHSstock | $26,000 | -23.5% | 2,126 | +2.0% | 0.00% | -20.0% |
| RYE | Buy | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFetf | $24,000 | -7.7% | 385 | +0.5% | 0.00% | 0.0% |
| IYM | Buy | ISHARES U.S. BASIC MATERIALS ETFetf | $24,000 | -20.0% | 204 | +1.0% | 0.00% | -20.0% |
| SPLB | Buy | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $22,000 | 0.0% | 921 | +14.0% | 0.00% | +33.3% |
| PDBC | New | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $25,000 | – | 1,375 | +100.0% | 0.00% | – |
| IQDG | Buy | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDetf | $27,000 | -18.2% | 919 | +2.3% | 0.00% | -20.0% |
| New | CAPITAL GROUP CORE EQUITY ETFetf | $22,000 | – | 1,000 | +100.0% | 0.00% | – | |
| FEM | Buy | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $22,000 | -8.3% | 1,035 | +7.8% | 0.00% | 0.0% |
| FYX | Buy | FIRST TRUST SMALL CAP CORE ALPHADEX FUNDetf | $23,000 | -11.5% | 295 | +5.4% | 0.00% | 0.0% |
| SCHC | Buy | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $23,000 | +21.1% | 752 | +51.6% | 0.00% | +33.3% |
| New | CAPITAL GROUP DIVIDEND VALUE ETFetf | $22,000 | – | 1,000 | +100.0% | 0.00% | – | |
| ICLN | Buy | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $17,000 | -10.5% | 869 | +0.3% | 0.00% | 0.0% |
| QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $21,000 | -12.5% | 180 | +11.8% | 0.00% | -25.0% |
| KBWY | Buy | INVESCO KBW PREMIUM YIELD EQUITY REIT ETFetf | $18,000 | -5.3% | 801 | +5.3% | 0.00% | 0.0% |
| New | CAPITAL GROUP GROWTH ETFetf | $20,000 | – | 1,000 | +100.0% | 0.00% | – | |
| CSL | Buy | CARLISLE COS INC COMstock | $18,000 | +125.0% | 77 | +140.6% | 0.00% | +200.0% |
| FNDE | Buy | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $20,000 | +53.8% | 768 | +67.7% | 0.00% | +50.0% |
| FNDA | Buy | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFetf | $20,000 | +42.9% | 431 | +60.2% | 0.00% | +50.0% |
| AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $19,000 | -17.4% | 373 | +0.8% | 0.00% | 0.0% |
| FOF | Buy | COHEN & STEERS CLOSED-END OPPO COMcef | $19,000 | -9.5% | 1,758 | +9.3% | 0.00% | 0.0% |
| SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $17,000 | 0.0% | 703 | +2.2% | 0.00% | 0.0% |
| New | CONSTELLATION ENERGY CORP COMstock | $18,000 | – | 321 | +100.0% | 0.00% | – | |
| IHAK | New | ISHARES CYBERSECURITY AND TECH ETFetf | $17,000 | – | 480 | +100.0% | 0.00% | – |
| PSK | Buy | SPDR ICE PREFERRED SECURITIES ETFetf | $19,000 | -5.0% | 537 | +6.8% | 0.00% | 0.0% |
| RGR | New | STURM RUGER & CO INC COMstock | $17,000 | – | 270 | +100.0% | 0.00% | – |
| QLC | Buy | FLEXSHARES US QUALITY LARGE CAP INDEX FUNDetf | $19,000 | -17.4% | 464 | +0.4% | 0.00% | 0.0% |
| WKHS | Buy | WORKHORSE GROUP INC COM NEWstock | $16,000 | -42.9% | 5,980 | +7.2% | 0.00% | -25.0% |
| MGY | New | MAGNOLIA OIL & GAS CORP CL Astock | $21,000 | – | 1,000 | +100.0% | 0.00% | – |
| RPM | Buy | RPM INTL INC COMstock | $20,000 | +100.0% | 251 | +100.8% | 0.00% | +50.0% |
| TRTN | Buy | TRITON INTL LTD CL Astock | $16,000 | -23.8% | 301 | +0.3% | 0.00% | 0.0% |
| TWTR | Buy | TWITTER INC COMstock | $17,000 | +325.0% | 459 | +359.0% | 0.00% | +200.0% |
| TTE | Buy | TOTALENERGIES SE SPONSORED ADSadr | $16,000 | +300.0% | 300 | +240.9% | 0.00% | +200.0% |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $20,000 | +400.0% | 103 | +586.7% | 0.00% | +200.0% |
| KSS | Buy | KOHLS CORP COMstock | $13,000 | -38.1% | 359 | +1.1% | 0.00% | -33.3% |
| ATER | New | ATERIAN INC COMstock | $11,000 | – | 5,000 | +100.0% | 0.00% | – |
| BCE | Buy | BCE INC COM NEWstock | $11,000 | -8.3% | 218 | +1.4% | 0.00% | 0.0% |
| BNTX | New | BIONTECH SE SPONSORED ADSadr | $15,000 | – | 100 | +100.0% | 0.00% | – |
| BLK | Buy | BLACKROCK INC COMstock | $13,000 | 0.0% | 21 | +23.5% | 0.00% | 0.0% |
| BBN | Buy | BLACKROCK TAX MUNICPAL BD TR SHScef | $10,000 | -9.1% | 529 | +1.9% | 0.00% | 0.0% |
| CASY | Buy | CASEYS GEN STORES INC COMstock | $12,000 | +50.0% | 66 | +65.0% | 0.00% | +100.0% |
| CSTL | Buy | CASTLE BIOSCIENCES INC COMstock | $13,000 | -40.9% | 600 | +20.0% | 0.00% | -33.3% |
| New | DRAFTKINGS INC NEW COM CL Astock | $13,000 | – | 1,130 | +100.0% | 0.00% | – | |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $13,000 | -7.1% | 285 | +0.7% | 0.00% | 0.0% |
| FBC | Buy | FLAGSTAR BANCORP INC COM PAR .001stock | $11,000 | -15.4% | 301 | +0.3% | 0.00% | 0.0% |
| FLO | Buy | FLOWERS FOODS INC COMstock | $12,000 | +9.1% | 444 | +0.7% | 0.00% | 0.0% |
| GM | Buy | GENERAL MTRS CO COMstock | $14,000 | -6.7% | 440 | +29.4% | 0.00% | 0.0% |
| ILCV | Buy | ISHARES MORNINGSTAR LARGE-CAP VALUE ETFetf | $12,000 | -14.3% | 205 | +0.5% | 0.00% | 0.0% |
| J | Buy | JACOBS ENGR GROUP INC COMstock | $10,000 | +150.0% | 82 | +156.2% | 0.00% | +100.0% |
| ROSC | Buy | HARTFORD MULTIFACTOR SMALL CAP ETFetf | $12,000 | -14.3% | 366 | +0.3% | 0.00% | 0.0% |
| LQDA | Buy | LIQUIDIA CORPORATION COM NEWstock | $11,000 | +10.0% | 2,500 | +78.6% | 0.00% | 0.0% |
| MGA | Buy | MAGNA INTL INC COMstock | $15,000 | -16.7% | 281 | +0.7% | 0.00% | -33.3% |
| MATX | Buy | MATSON INC COMstock | $11,000 | -31.2% | 156 | +20.9% | 0.00% | 0.0% |
| NKE | Buy | NIKE INC CL Bstock | $11,000 | -15.4% | 105 | +7.1% | 0.00% | 0.0% |
| OGN | Buy | ORGANON & CO COMMON STOCKstock | $12,000 | +500.0% | 351 | +457.1% | 0.00% | – |
| PHYL | Buy | PGIM ACTIVE HIGH YIELD BOND ETFetf | $11,000 | -8.3% | 318 | +1.3% | 0.00% | 0.0% |
| ANEW | New | PROSHARES MSCI TRANSFORMATIONAL CHANGES ETFetf | $15,000 | – | 460 | +100.0% | 0.00% | – |
| RLI | New | RLI CORP COMstock | $12,000 | – | 100 | +100.0% | 0.00% | – |
| CWB | Buy | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $10,000 | -16.7% | 160 | +6.7% | 0.00% | 0.0% |
| FNDC | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $13,000 | +62.5% | 431 | +91.6% | 0.00% | +100.0% |
| THO | Buy | THOR INDS INC COMstock | $13,000 | -7.1% | 174 | +0.6% | 0.00% | 0.0% |
| UAA | Buy | UNDER ARMOUR INC CL Astock | $10,000 | +900.0% | 1,165 | +2230.0% | 0.00% | – |
| UNG | New | UNITED STATES NATURAL GAS FUND, LPetf | $10,000 | – | 500 | +100.0% | 0.00% | – |
| VERU | New | VERU INC COMstock | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| DOO | New | WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUNDetf | $11,000 | – | 300 | +100.0% | 0.00% | – |
| KNOP | Buy | KNOT OFFSHORE PARTNERS LP COM UNITSstock | $12,000 | – | 750 | +100.0% | 0.00% | – |
| NEX | New | NEXTIER OILFIELD SOLUTIONS COMstock | $5,000 | – | 510 | +100.0% | 0.00% | – |
| MOV | New | MOVADO GROUP INC COMstock | $8,000 | – | 265 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP COMstock | $5,000 | – | 17 | +100.0% | 0.00% | – |
| TAP | Buy | MOLSON COORS BEVERAGE CO CL Bstock | $4,000 | +100.0% | 77 | +71.1% | 0.00% | – |
| HNW | Buy | PIONEER DIVERSIFIED HIGH INC COMcef | $6,000 | -14.3% | 534 | +2.7% | 0.00% | 0.0% |
| MET | Buy | METLIFE INC COMstock | $5,000 | -16.7% | 83 | +1.2% | 0.00% | 0.0% |
| PRU | Buy | PRUDENTIAL FINL INCstock | $8,000 | -20.0% | 85 | +1.2% | 0.00% | -50.0% |
| PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $9,000 | – | 137 | +100.0% | 0.00% | – |
| MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $6,000 | +100.0% | 70 | +141.4% | 0.00% | – |
| R | Buy | RYDER SYS INC COMstock | $9,000 | 0.0% | 123 | +7.0% | 0.00% | 0.0% |
| KRO | New | KRONOS WORLDWIDE INC COMstock | $4,000 | – | 220 | +100.0% | 0.00% | – |
| KKR | Buy | KKR & CO INC COMstock | $9,000 | -25.0% | 205 | +0.5% | 0.00% | -50.0% |
| JHMM | Buy | JOHN HANCOCK MULTIFACTOR MID CAP ETFetf | $4,000 | – | 81 | +100.0% | 0.00% | – |
| JHML | Buy | JOHN HANCOCK MULTIFACTOR LARGE CAP ETFetf | $4,000 | – | 76 | +100.0% | 0.00% | – |
| JMOM | New | JPMORGAN U.S. MOMENTUM FACTOR ETFetf | $7,000 | – | 195 | +100.0% | 0.00% | – |
| HYXF | Buy | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETFetf | $6,000 | +50.0% | 128 | +56.1% | 0.00% | 0.0% |
| IVLU | Buy | ISHARES MSCI INTL VALUE FACTOR ETFetf | $8,000 | -11.1% | 365 | +8.0% | 0.00% | 0.0% |
| MXI | New | ISHARES GLOBAL MATERIALS ETFetf | $7,000 | – | 94 | +100.0% | 0.00% | – |
| IEI | Buy | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $4,000 | +33.3% | 30 | +15.4% | 0.00% | – |
| GBLD | Buy | INVESCO MSCI GREEN BUILDING ETFetf | $9,000 | -18.2% | 481 | +0.8% | 0.00% | -50.0% |
| IDLV | Buy | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFetf | $9,000 | 0.0% | 309 | +2.0% | 0.00% | 0.0% |
| ERTH | Buy | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $8,000 | -11.1% | 150 | +0.7% | 0.00% | 0.0% |
| RPG | New | INVESCO S&P 500 PURE GROWTH ETFetf | $4,000 | – | 24 | +100.0% | 0.00% | – |
| RPV | Buy | INVESCO S&P 500 PURE VALUE ETFetf | $7,000 | 0.0% | 87 | +1.2% | 0.00% | 0.0% |
| PBW | Buy | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $5,000 | -28.6% | 105 | +1.0% | 0.00% | 0.0% |
| IMO | New | IMPERIAL OIL LTD COM NEWstock | $4,000 | – | 75 | +100.0% | 0.00% | – |
| TNC | Buy | TENNANT CO COMstock | $7,000 | -22.2% | 121 | +0.8% | 0.00% | 0.0% |
| TPIF | Buy | TIMOTHY PLAN INTERNATIONAL ETFetf | $7,000 | -12.5% | 315 | +1.0% | 0.00% | 0.0% |
| ENLC | Buy | ENLINK MIDSTREAM LLC COM UNIT REP LTDstock | $7,000 | -12.5% | 830 | +1.1% | 0.00% | 0.0% |
| WIRE | New | ENCORE WIRE CORP COMstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
| QTUM | Buy | DEFIANCE QUANTUM ETFetf | $6,000 | -25.0% | 156 | +0.6% | 0.00% | 0.0% |
| HJEN | New | DIREXION HYDROGEN ETFetf | $7,000 | – | 503 | +100.0% | 0.00% | – |
| BBH | New | VANECK BIOTECH ETFetf | $4,000 | – | 25 | +100.0% | 0.00% | – |
| CUBE | Buy | CUBESMART COMreit | $6,000 | -14.3% | 131 | +0.8% | 0.00% | 0.0% |
| GLW | Buy | CORNING INC COMstock | $4,000 | 0.0% | 113 | +0.9% | 0.00% | 0.0% |
| RQI | Buy | COHEN & STEERS QUALITY INCOME COMcef | $5,000 | 0.0% | 332 | +1.8% | 0.00% | 0.0% |
| CFG | New | CITIZENS FINL GROUP INC COMstock | $8,000 | – | 210 | +100.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC COMstock | $5,000 | – | 90 | +100.0% | 0.00% | – |
| BKE | New | BUCKLE INC COMstock | $5,000 | – | 172 | +100.0% | 0.00% | – |
| BDC | Buy | BELDEN INC COMstock | $4,000 | 0.0% | 79 | +16.2% | 0.00% | 0.0% |
| WIW | Buy | WESTERN AST INFL LKD OPP & INM COMcef | $8,000 | -11.1% | 760 | +2.4% | 0.00% | 0.0% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $9,000 | -10.0% | 211 | +0.5% | 0.00% | -50.0% |
| BMO | Buy | BANK MONTREAL QUE COMstock | $5,000 | -16.7% | 52 | +2.0% | 0.00% | 0.0% |
| DES | Buy | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $5,000 | -16.7% | 194 | +0.5% | 0.00% | 0.0% |
| DNL | Buy | WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDetf | $7,000 | -12.5% | 212 | +0.5% | 0.00% | 0.0% |
| AMR | New | ALPHA METALLURGICAL RESOUR INC COMstock | $9,000 | – | 69 | +100.0% | 0.00% | – |
| CWK | New | CUSHMAN WAKEFIELD PLC SHSstock | $4,000 | – | 250 | +100.0% | 0.00% | – |
| AA | Buy | ALCOA CORP COMstock | $5,000 | -50.0% | 116 | +0.9% | 0.00% | -50.0% |
| PANL | New | PANGAEA LOGISTICS SOLUTION LTD SHSstock | $4,000 | – | 700 | +100.0% | 0.00% | – |
| AMC | Buy | AMC ENTMT HLDGS INC CL A COMstock | $8,000 | +300.0% | 583 | +602.4% | 0.00% | – |
| GRIN | Buy | GRINDROD SHIPPING HOLDINGS LTD SHSstock | $9,000 | 0.0% | 512 | +41.4% | 0.00% | 0.0% |
| OTIS | Buy | OTIS WORLDWIDE CORP COMstock | $5,000 | 0.0% | 68 | +1.5% | 0.00% | 0.0% |
| OMI | New | OWENS & MINOR INC NEW COMstock | $4,000 | – | 130 | +100.0% | 0.00% | – |
| OXM | New | OXFORD INDS INC COMstock | $4,000 | – | 45 | +100.0% | 0.00% | – |
| PBF | New | PBF ENERGY INC CL Astock | $5,000 | – | 180 | +100.0% | 0.00% | – |
| OMER | Buy | OMEROS CORP COMstock | $8,000 | – | 3,000 | +100.0% | 0.00% | – |
| ILDR | New | FIRST TRUST INNOVATION LEADERS ETFetf | $2,000 | – | 170 | +100.0% | 0.00% | – |
| TM | Exit | TOYOTA MOTOR CORP ADSadr | $0 | – | 0 | +100.0% | 0.00% | – |
| ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ITRM | New | ITERUM THERAPEUTICS PLC SHSstock | $2,000 | – | 8,000 | +100.0% | 0.00% | – |
| AEIS | New | ADVANCED ENERGY INDS COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ALC | Buy | ALCON AG ORD SHSstock | $1,000 | – | 18 | +260.0% | 0.00% | – |
| BCD | New | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFetf | $0 | – | 10 | +100.0% | 0.00% | – |
| New | CODERE ONLINE LUXEMBOURG S A WT EXP 112326stock | $1,000 | – | 2,000 | +100.0% | 0.00% | – | |
| PNQI | New | INVESCO NASDAQ INTERNET ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| NSL | Buy | NUVEEN SR INCOME FD COMcef | $2,000 | -33.3% | 513 | +2.0% | 0.00% | – |
| POWW | New | AMMO INC COMstock | $0 | – | 93 | +100.0% | 0.00% | – |
| IPG | New | INTERPUBLIC GROUP COS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| INGR | Buy | INGREDION INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| Exit | GXO LOGISTICS INCORPORATED COMMON STOCKstock | $0 | – | 0 | +100.0% | 0.00% | – | |
| HUN | New | HUNTSMAN CORP COMstock | $3,000 | – | 115 | +100.0% | 0.00% | – |
| TWNK | New | HOSTESS BRANDS INC CL Astock | $3,000 | – | 150 | +100.0% | 0.00% | – |
| SGOL | Exit | ABERDEEN STANDARD PHYSICAL GOLD SHARES ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| LAND | Exit | GLADSTONE LD CORP COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| CIEN | Exit | CIENA CORP COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HP | Exit | HELMERICH & PAYNE INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FLQH | Buy | FRANKLIN LIBERTYQ INTERNATIONAL EQUITY HEDGED ETFetf | $2,000 | 0.0% | 90 | +20.0% | 0.00% | – |
| BEN | New | FRANKLIN RESOURCES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FTS | New | FORTIS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| STEP | Buy | STEPSTONE GROUP INC COM CL Astock | $3,000 | -25.0% | 133 | +0.8% | 0.00% | -100.0% |
| SNPS | New | SYNOPSYS INC COMstock | $2,000 | – | 6 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP COMstock | $3,000 | – | 76 | +100.0% | 0.00% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $1,000 | 0.0% | 16 | +45.5% | 0.00% | – |
| INVH | Exit | INVITATION HOMES INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| Buy | TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETFetf | $0 | – | 0 | +100.0% | 0.00% | – | |
| New | TOUGHBUILT INDS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – | |
| New | EVOFEM BIOSCIENCES INC COM NEWstock | $0 | – | 20 | +100.0% | 0.00% | – | |
| TRN | New | TRINITY INDS INC COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| USPH | New | U S PHYSICAL THERAPY COMstock | $3,000 | – | 26 | +100.0% | 0.00% | – |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $0 | – | 12 | +9.1% | 0.00% | – |
| DASH | New | DOORDASH INC CL Astock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| DXCM | Buy | DEXCOM INC COMstock | $1,000 | -66.7% | 20 | +300.0% | 0.00% | – |
| IYE | Exit | ISHARES U.S. ENERGY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| AG | Exit | FIRST MAJESTIC SILVER CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WIMI | Exit | WIMI HOLOGRAM CLOUD INC SPON ADS CL Badr | $0 | – | 0 | +100.0% | 0.00% | – |
| Exit | TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETFetf | $0 | – | 0 | +100.0% | 0.00% | – | |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,000 | 0.0% | 15 | +50.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC COMstock | $0 | – | 9 | +100.0% | 0.00% | – |
| LCTU | New | BLACKROCK U.S. CARBON TRANSITION READINESS ETFetf | $2,000 | – | 38 | +100.0% | 0.00% | – |
| VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $3,000 | +200.0% | 193 | +196.9% | 0.00% | – |
| VG | New | VONAGE HLDGS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| WAB | Buy | WABTEC COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
| BDJ | New | BLACKROCK ENHANCED EQUITY DIVI COMcef | $1,000 | – | 152 | +100.0% | 0.00% | – |
| BIG | New | BIG LOTS INC COMstock | $1,000 | – | 40 | +100.0% | 0.00% | – |
| BNS | New | BANK NOVA SCOTIA B C COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VDE | Exit | VANGUARD ENERGY INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| BKLN | Exit | INVESCO SENIOR LOAN ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| NYC | New | NEW YORK CITY REIT INC COMreit | $2,000 | – | 409 | +100.0% | 0.00% | – |
| PDI | New | PIMCO DYNAMIC INCOME FD SHScef | $0 | – | 0 | +100.0% | 0.00% | – |
| PGEN | Buy | PRECIGEN INC COMstock | $1,000 | – | 1,000 | +99900.0% | 0.00% | – |
| MVIS | New | MICROVISION INC DEL COM NEWstock | $0 | – | 104 | +100.0% | 0.00% | – |
| OTLK | Exit | OUTLOOK THERAPEUTICS INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PTRA | New | PROTERRA INC COMstock | $1,000 | – | 250 | +100.0% | 0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VUZI | Exit | VUZIX CORP COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| QLYS | New | QUALYS INC COMstock | $2,000 | – | 15 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NXST | New | NEXSTAR MEDIA GROUP INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| TCPC | Exit | BLACKROCK TCP CAPITAL CORP COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| PVH | Exit | PVH CORPORATION COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MAIN | New | MAIN STR CAP CORP COMcef | $2,000 | – | 50 | +100.0% | 0.00% | – |
| RGLS | New | REGULUS THERAPEUTICS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MPLX | New | MPLX LP COM UNIT REP LTDstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ALLY | Buy | ALLY FINL INC COMstock | $1,000 | 0.0% | 28 | +3.7% | 0.00% | – |
| New | ZIMVIE INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – | |
| ZTS | Buy | ZOETIS INC CL Astock | $1,000 | – | 5 | +400.0% | 0.00% | – |
| RMT | Buy | ROYCE MICRO-CAP TR INC COMcef | $1,000 | -50.0% | 163 | +1.9% | 0.00% | – |
| AQN | New | ALGONQUIN PWR UTILS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KEMQ | New | KRANESHARES EMERGING MARKETS CONSUMER TECHNOLOGY INDEX ETFetf | $3,000 | – | 208 | +100.0% | 0.00% | – |
| AMCR | New | AMCOR PLC ORDstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DOX | New | AMDOCS LTD SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KMPH | New | KEMPHARM INC COM NEWstock | $0 | – | 56 | +100.0% | 0.00% | – |
| JHCB | New | JOHN HANCOCK CORPORATE BOND ETFetf | $2,000 | – | 92 | +100.0% | 0.00% | – |
| JHMT | New | JOHN HANCOCK MULTIFACTOR TECHNOLOGY ETFetf | $3,000 | – | 37 | +100.0% | 0.00% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETFetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $1,000 | – | 29 | +100.0% | 0.00% | – |
| BBEU | New | JPMORGAN BETABUILDERS EUROPE ETFetf | $2,000 | – | 41 | +100.0% | 0.00% | – |
| JACK | New | JACK IN THE BOX INC COMstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $3,000 | 0.0% | 41 | +2.5% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P SMALL-CAP FUND | 28 | Q3 2023 | 6.6% |
| VANGUARD VALUE INDEX FUND | 28 | Q3 2023 | 3.8% |
| ISHARES S&P MIDCAP FUND | 28 | Q3 2023 | 6.8% |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 28 | Q3 2023 | 3.5% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 28 | Q3 2023 | 4.1% |
| APPLE INC COM | 28 | Q3 2023 | 2.6% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 28 | Q3 2023 | 5.1% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 28 | Q3 2023 | 2.8% |
| AMAZON COM INC COM | 28 | Q3 2023 | 2.4% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 28 | Q3 2023 | 5.8% |
View CREATIVE FINANCIAL DESIGNS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-26 |
View CREATIVE FINANCIAL DESIGNS INC /ADV'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.