$1.81 Billion is the total value of LEAVELL INVESTMENT MANAGEMENT, INC.'s 502 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | Buy | Nvidia Corp Com | $132,128 | +26.0% | 1,069,512 | +822.2% | 7.30% | +20.6% |
| MGC | Buy | Vanguard Mega Cap ETFmega cap index | $85,225 | +9.7% | 430,635 | +3.6% | 4.70% | +5.0% |
| AAPL | Sell | Apple Inc | $50,634 | +22.5% | 240,404 | -0.3% | 2.80% | +17.1% |
| VO | Buy | Vanguard Mid Cap ETFmid cap etf | $40,105 | -1.3% | 165,022 | +1.4% | 2.21% | -5.6% |
| MSFT | Buy | Microsoft Corp | $38,878 | +9.5% | 86,985 | +3.2% | 2.15% | +4.8% |
| MGK | Buy | Vanguard Mega Growth ETFmega grwth ind | $34,387 | +13.8% | 109,332 | +3.7% | 1.90% | +8.8% |
| VV | Sell | Vanguard Large-Cap Index Fund ETF Shareslarge cap etf | $26,845 | +2.9% | 107,171 | -1.5% | 1.48% | -1.6% |
| VOO | Buy | Vanguard S&P 500 ETF | $26,265 | +16.4% | 52,331 | +11.5% | 1.45% | +11.4% |
| VEA | Buy | Vanguard FTSE Developed ETFftse dev mkt etf | $24,732 | -0.8% | 500,441 | +0.7% | 1.36% | -5.1% |
| VB | Buy | Vanguard Small Cap ETFsmall cp etf | $24,154 | -2.3% | 110,348 | +2.0% | 1.33% | -6.5% |
| FNDF | Buy | Schwab Fundamental Inl Large Com ETFschwb fdt int lg | $23,573 | -0.1% | 666,858 | +0.6% | 1.30% | -4.5% |
| BX | Sell | Blackstone Group Inc | $23,363 | -9.5% | 188,714 | -4.0% | 1.29% | -13.4% |
| SCHF | Sell | SCHW Intl Eq ETFintl eqty etf | $21,863 | -1.0% | 563,738 | -0.4% | 1.21% | -5.3% |
| SPY | Buy | SPDR S&P 500 ETF TST.tr unit | $20,684 | +15.1% | 37,896 | +10.6% | 1.14% | +10.0% |
| SCHO | Buy | Schwab Short U.S. Treasury ETFsht tm us tres | $20,412 | +7.4% | 424,099 | +7.5% | 1.13% | +2.7% |
| JPM | Buy | JPMorgan Chase & Co | $18,931 | +3.2% | 93,599 | +2.2% | 1.04% | -1.2% |
| GOOG | Buy | Alphabet Inc Class C Cap STKcap stk cl c | $16,923 | +20.5% | 92,266 | +0.0% | 0.93% | +15.2% |
| IJH | Sell | iShares Core S&P Mid-Cap ETFcore s&p mcp etf | $16,834 | -3.9% | 287,670 | -0.3% | 0.93% | -8.1% |
| IEI | Buy | iShares 3-7 YR TR BD ETF3 7 yr treas bd | $15,770 | +1.2% | 136,569 | +1.5% | 0.87% | -3.1% |
| SCHX | Sell | Schwab US Large Cap ETFus lrg cap etf | $15,590 | +3.8% | 241,867 | -0.1% | 0.86% | -0.7% |
| MGV | Buy | Vanguard Mega Value ETFmega cap val etf | $15,502 | +4.8% | 130,016 | +5.1% | 0.86% | +0.2% |
| IGSB | Buy | iShares 1-5 Investment Grade Corp ETF1-3 yr cr bd etf | $15,243 | +21.0% | 297,476 | +21.1% | 0.84% | +15.8% |
| MAA | Sell | Mid-Amer Apt CMNTYS Com | $15,167 | -1.1% | 106,356 | -8.7% | 0.84% | -5.4% |
| BND | Buy | Vanguard Total Bond ETFtotal bnd mrkt | $14,460 | +1.5% | 200,698 | +2.3% | 0.80% | -3.0% |
| AMZN | Buy | Amazon Com Inc | $14,357 | +17.3% | 74,293 | +10.7% | 0.79% | +12.3% |
| HD | Sell | Home Depot Inc | $14,358 | -11.2% | 41,709 | -1.0% | 0.79% | -15.0% |
| SCHD | Sell | SCH US DIV Equity ETFus dividend eq | $13,810 | -9.1% | 175,728 | -6.8% | 0.76% | -13.1% |
| SO | Buy | The Southern Company | $13,300 | +9.7% | 171,460 | +1.4% | 0.73% | +4.9% |
| VMC | Sell | Vulcan Materials Company | $13,282 | -13.9% | 53,411 | -5.5% | 0.73% | -17.7% |
| V | Buy | Visa Inc CL A | $13,120 | -2.6% | 49,987 | +3.6% | 0.72% | -6.8% |
| ABBV | Sell | Abbvie Inc | $12,173 | -6.7% | 70,969 | -1.0% | 0.67% | -10.8% |
| WMT | Buy | Wal-Mart Stores Inc | $12,073 | +18.5% | 178,309 | +5.7% | 0.67% | +13.4% |
| VTI | Sell | Vanguard Total US Stock Mkt ETFtotal stk mkt | $11,760 | +3.0% | 43,804 | -0.3% | 0.65% | -1.5% |
| UNH | Buy | Unitedhealth Group Inc | $11,722 | +7.0% | 23,017 | +4.0% | 0.65% | +2.4% |
| RSP | Buy | Invesco S&P 500 Equal Weight ETFs&p500 eql wgt | $11,655 | -2.9% | 70,947 | +0.1% | 0.64% | -7.2% |
| SCHM | Sell | Schwab US Mid Cap ETFus mid-cap etf | $11,469 | -8.1% | 146,867 | -4.2% | 0.63% | -12.1% |
| VIG | Sell | Vanguard DIV Appreciation ETFdiv app etf | $11,114 | +0.2% | 60,583 | -0.3% | 0.61% | -4.1% |
| OKE | Buy | Oneok Inc New | $11,096 | +5.6% | 136,061 | +3.8% | 0.61% | +1.2% |
| MBB | Buy | iShares TR Barclys MBS BDmbs etf | $10,409 | +32.6% | 113,376 | +33.5% | 0.58% | +26.9% |
| LMT | Sell | Lockheed Martin Corp | $10,387 | +2.1% | 22,237 | -0.6% | 0.57% | -2.4% |
| SCHB | Buy | Schwab US Broad Mkt ETFus brd mkt etf | $10,339 | +6.9% | 163,924 | +3.5% | 0.57% | +2.3% |
| BSV | Buy | Vanguard Short Term Bond ETFshort trm bond | $10,122 | +2.2% | 131,967 | +2.1% | 0.56% | -2.3% |
| JUST | Buy | Goldman SCHS JST US LRG CP Eq ETF IVjust us lrg cp | $9,895 | +8.8% | 126,643 | +4.5% | 0.55% | +4.0% |
| VGT | Buy | Vanguard Information Technology ETFinf tech etf | $9,635 | +12.1% | 16,688 | +1.8% | 0.53% | +7.3% |
| BRKB | Buy | Berkshire Hathaway B Newcl b new | $9,613 | +1.3% | 23,631 | +4.7% | 0.53% | -3.1% |
| IBDP | Sell | iShares Ibonds Dec 2024 TRM ETFibonds dec24 etf | $9,534 | -11.5% | 379,396 | -11.8% | 0.53% | -15.4% |
| CVX | Sell | Chevron Corporation | $9,459 | -7.9% | 60,472 | -7.1% | 0.52% | -12.0% |
| VOE | Sell | Vanguard Mid Cap Value ETFmcap vl idxvip | $9,418 | -5.6% | 62,237 | -2.7% | 0.52% | -9.7% |
| IVV | Sell | iShares Core S&P 500 ETFcore s&p500 etf | $9,312 | +2.3% | 17,018 | -1.7% | 0.51% | -2.1% |
| SCHZ | Sell | SCH US Agg BND ETFus aggregate b | $9,224 | -6.9% | 202,372 | -6.1% | 0.51% | -11.0% |
| MCD | Buy | MC Donalds Corp | $9,208 | -8.7% | 36,131 | +1.0% | 0.51% | -12.7% |
| ADBE | Sell | Adobe Systems Inc | $8,816 | +9.6% | 15,869 | -0.5% | 0.49% | +5.0% |
| VIGI | Sell | Vanguard Intl Divdendintl dvd etf | $8,723 | -6.6% | 107,326 | -6.3% | 0.48% | -10.6% |
| VT | Buy | Vanguard Total World Stock ETFtt wrld st etf | $8,673 | +3.3% | 77,006 | +1.3% | 0.48% | -1.2% |
| PG | Sell | Procter & Gamble | $8,385 | -0.2% | 50,843 | -1.8% | 0.46% | -4.5% |
| AFL | Buy | A F L A C Inc | $8,362 | +5.3% | 93,633 | +1.2% | 0.46% | +0.7% |
| IAU | Buy | iShares Gold Trustishares new | $8,341 | +6.4% | 189,871 | +1.8% | 0.46% | +1.8% |
| PSX | Buy | Phillips 66 | $8,148 | -8.7% | 57,715 | +5.7% | 0.45% | -12.6% |
| GPN | Sell | Global Payments Inc | $8,145 | -28.7% | 84,226 | -1.4% | 0.45% | -31.7% |
| IBMN | Sell | iShares Ibond Dec 2025 Muni ETFibonds dec 25 | $8,096 | -0.1% | 305,676 | -0.2% | 0.45% | -4.5% |
| MRK | Buy | Merck & Co Inc New | $8,000 | +4.7% | 64,225 | +11.5% | 0.44% | +0.2% |
| HON | Sell | Honeywell International | $7,856 | -2.8% | 36,788 | -6.6% | 0.43% | -7.1% |
| SGOV | Buy | iShares 0 To 3 MNTH Treasury BND ETF0-3 mnth treasry | $7,723 | +15.9% | 76,681 | +15.9% | 0.43% | +10.6% |
| QQQ | Buy | Invesco QQQ Trustunit ser 1 | $7,722 | +16.6% | 16,092 | +8.0% | 0.43% | +11.5% |
| VWO | Buy | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $7,450 | +5.5% | 170,255 | +0.7% | 0.41% | +1.0% |
| IBDQ | Buy | Ishr Ibnd Dec 2025 TRM ETFibonds dec25 etf | $7,405 | +0.3% | 297,880 | +0.1% | 0.41% | -4.0% |
| VCSH | Buy | Vanguard Short Term Corporate ETFshrt trm corp bd | $7,223 | +5.5% | 93,474 | +5.6% | 0.40% | +1.0% |
| WM | Buy | Waste Management Inc Del | $7,078 | +0.3% | 33,177 | +0.2% | 0.39% | -3.9% |
| XOM | Sell | Exxon Mobil Corporation | $6,820 | -10.3% | 59,245 | -9.5% | 0.38% | -14.1% |
| SFBS | Servisfirst Bancshares Com | $6,437 | -5.2% | 101,869 | 0.0% | 0.36% | -9.4% | |
| GOOGL | Buy | Alphabet Inc Class A Cap STKcap stk cl a | $6,239 | +25.6% | 34,251 | +4.1% | 0.34% | +19.9% |
| VXUS | Sell | Vanguard Total International Stock ETFvg tl intl stk f | $5,978 | -6.4% | 99,143 | -6.4% | 0.33% | -10.6% |
| IBMM | Sell | iShares Ibond Dec 2024 Muni ETFibonds dec | $5,949 | -6.0% | 228,413 | -6.4% | 0.33% | -10.1% |
| GL | Sell | Globe Life Inc | $5,901 | -44.9% | 71,716 | -22.1% | 0.33% | -47.2% |
| TXN | Buy | Texas Instruments Inc | $5,880 | +13.6% | 30,229 | +1.8% | 0.32% | +8.7% |
| MA | Buy | Mastercard Inccl a | $5,861 | -6.9% | 13,286 | +1.7% | 0.32% | -10.7% |
| FNDX | Buy | Schwab Fundamental US Large Co ETFschwab fdt us lg | $5,853 | +0.3% | 86,969 | +0.4% | 0.32% | -4.2% |
| SHY | Sell | iShares 1-3 Year Treasury Bond ETF1-3 yr tr bd etf | $5,713 | -1.1% | 69,964 | -0.9% | 0.32% | -5.4% |
| ACWI | Sell | iShares TR MSCI Acwi Indxmsci acwi etf | $5,651 | +1.9% | 50,275 | -0.1% | 0.31% | -2.5% |
| JNJ | Sell | Johnson & Johnson | $5,586 | -10.8% | 38,218 | -3.4% | 0.31% | -14.7% |
| QUAL | Buy | Ishars Edg MSCI USA QLTY FCTR ETFmsci usa qlt fct | $5,523 | +18.0% | 32,343 | +13.5% | 0.30% | +13.0% |
| MDY | SPDR S&P Midcap 400 ETFutser1 s&pdcrp | $5,473 | -3.6% | 10,190 | 0.0% | 0.30% | -7.9% | |
| CELH | Buy | Celsius HLDGS Inc | $5,472 | -29.7% | 95,842 | +2.1% | 0.30% | -32.7% |
| LLY | Buy | Lilly Eli & Company | $5,438 | +22.3% | 6,006 | +5.1% | 0.30% | +16.7% |
| MINT | Sell | PIMCO Exch Traded Fundenhan shrt ma ac | $5,348 | -0.7% | 53,136 | -0.8% | 0.30% | -5.1% |
| BRO | Buy | Brown & Brown Inc Com | $5,287 | +5.6% | 59,131 | +3.4% | 0.29% | +1.0% |
| VOT | Buy | Vanguard Mid Growth ETFmcap gr idxvip | $5,222 | -0.5% | 22,710 | +2.0% | 0.29% | -5.0% |
| IBMO | Buy | iShares Ibond Dec 2026 Muni ETFibonds dec 26 | $4,967 | -0.0% | 196,181 | +0.1% | 0.27% | -4.5% |
| STIP | Buy | iShares 0-5 Year TIPS Bond ETF0-5 yr tips etf | $4,907 | +27.9% | 49,317 | +27.8% | 0.27% | +22.1% |
| EMR | Sell | Emerson Electric Co | $4,673 | -3.2% | 42,422 | -0.4% | 0.26% | -7.5% |
| IJR | Sell | iShares Core S&P Small-Cap ETFcore s&p scp etf | $4,674 | -6.3% | 43,819 | -2.9% | 0.26% | -10.4% |
| IBTE | Sell | iShares Ibonds 2024 Treasury ETFibonds 24 trm ts | $4,662 | -0.2% | 194,398 | -0.4% | 0.26% | -4.8% |
| STLD | Sell | Steel Dynamics | $4,542 | -12.7% | 34,948 | -0.1% | 0.25% | -16.3% |
| KO | Sell | Coca Cola Company | $4,395 | +2.7% | 68,532 | -1.2% | 0.24% | -1.6% |
| CME | Buy | Cme Group | $4,406 | -7.1% | 22,413 | +1.7% | 0.24% | -11.3% |
| LOW | Sell | Lowes Companies Inc | $4,355 | -14.1% | 19,755 | -0.8% | 0.24% | -18.1% |
| RF | Sell | Regions Financial Corp | $4,289 | -14.4% | 211,378 | -10.2% | 0.24% | -18.0% |
| VUG | Sell | Vanguard Growthgrowth etf | $4,235 | +7.7% | 11,309 | -1.1% | 0.23% | +3.1% |
| FB | Buy | Meta Platforms, Inc.cl a | $4,224 | +34.9% | 8,377 | +29.9% | 0.23% | +28.7% |
| IWF | Buy | iShares Russell 1000 Growth ETFrus 1000 grw etf | $4,164 | +22.9% | 11,424 | +13.7% | 0.23% | +17.9% |
| DIS | Sell | Disney Walt Co | $4,154 | -22.6% | 41,834 | -4.6% | 0.23% | -26.1% |
| MPC | Buy | Marathon Pete Corp | $4,137 | -12.3% | 23,846 | +1.8% | 0.23% | -16.2% |
| DUK | Buy | Duke Energy Corp New | $4,104 | +8.1% | 40,941 | +4.3% | 0.23% | +3.7% |
| ICE | Buy | Intercontinental Exchange | $4,012 | +1.7% | 29,311 | +2.1% | 0.22% | -3.1% |
| CAT | Buy | Caterpillar Inc | $3,971 | -7.8% | 11,922 | +1.4% | 0.22% | -12.0% |
| QCOM | Buy | Qualcomm Inc | $3,931 | +23.4% | 19,734 | +4.9% | 0.22% | +17.9% |
| CL | Sell | Colgate-Palmolive Co | $3,904 | -19.2% | 40,231 | -25.0% | 0.22% | -22.6% |
| AMGN | Sell | Amgen Incorporated | $3,884 | +8.6% | 12,431 | -1.2% | 0.21% | +3.4% |
| ADP | Sell | Auto Data Processing | $3,817 | -11.9% | 15,900 | -7.9% | 0.21% | -15.6% |
| FCX | Buy | Freeport- Mcmoran Inccl b | $3,782 | +12.7% | 77,810 | +2.9% | 0.21% | +7.7% |
| Buy | Doubleline Commercial RL Est ETF | $3,741 | +35.8% | 72,790 | +35.5% | 0.21% | +30.2% | |
| ABT | Sell | Abbott Laboratories | $3,735 | -10.8% | 35,941 | -2.5% | 0.21% | -14.9% |
| IBTF | Buy | iShares Ibonds 2025 Treasury ETFibonds 25 trm ts | $3,674 | +9.9% | 158,225 | +9.9% | 0.20% | +5.2% |
| ORCL | Buy | Oracle Corporation | $3,582 | +24.1% | 25,370 | +10.4% | 0.20% | +18.6% |
| SNV | Sell | Synovus Financial CP New | $3,579 | +0.1% | 88,217 | -0.2% | 0.20% | -3.9% |
| TMO | Buy | Thermo Fisher Scientific | $3,572 | +3.1% | 6,455 | +8.4% | 0.20% | -1.5% |
| IEF | Buy | iShares TR Barclys 7-10 YR7-10 yr trsy bd | $3,521 | +113.1% | 37,600 | +115.4% | 0.19% | +104.2% |
| TECH | Sell | Bio-Techne Corp | $3,522 | -3.9% | 49,157 | -5.6% | 0.19% | -8.1% |
| DE | Sell | Deere & Co | $3,498 | -10.8% | 9,325 | -2.0% | 0.19% | -14.6% |
| TT | Buy | Trane Technologies PLC | $3,459 | +12.6% | 10,517 | +2.8% | 0.19% | +7.9% |
| ACN | Buy | Accenture PLC CL A F | $3,384 | +1.9% | 11,152 | +16.4% | 0.19% | -2.6% |
| SCHV | Sell | Schwab US Large Cap Valueus lcap va etf | $3,356 | -4.2% | 45,032 | -2.3% | 0.18% | -8.4% |
| WAT | Buy | Waters Corp | $3,329 | -14.2% | 11,475 | +1.8% | 0.18% | -17.9% |
| IEMG | Buy | iShares Core MSCIcore msci emkt | $3,303 | +19.1% | 61,700 | +14.8% | 0.18% | +13.8% |
| ANTM | Buy | Elevance Health Inc | $3,232 | +6.4% | 5,965 | +1.8% | 0.18% | +1.7% |
| IBDR | Buy | Ishrs Ibnds Dec 2026 TRM Corp ETFibonds dec2026 | $3,189 | +3.6% | 133,866 | +3.8% | 0.18% | -1.1% |
| PEP | Sell | Pepsico Incorporated | $3,124 | -8.5% | 18,939 | -2.3% | 0.17% | -12.7% |
| GBIL | Buy | Goldman Sachs Trsryaccs 1 YR ETFtreasuryaccess | $3,119 | +31.9% | 31,166 | +32.9% | 0.17% | +25.5% |
| WPM | Wheaton Precious Metal F | $3,084 | +11.2% | 58,842 | 0.0% | 0.17% | +6.2% | |
| CSCO | Sell | Cisco Systems Inc | $3,059 | -6.2% | 64,390 | -1.4% | 0.17% | -10.1% |
| IDEV | Buy | iShares Core MSCI Intrl DVLP MKT ETFcore msci intl | $3,050 | +33.1% | 46,459 | +36.1% | 0.17% | +27.3% |
| TEL | Buy | Te Connectivity LTD F | $3,017 | +4.9% | 20,057 | +1.3% | 0.17% | +0.6% |
| AGG | Sell | iShares Core U.S. Aggregate Bond ETFcore us aggbd et | $3,021 | -5.5% | 31,119 | -4.7% | 0.17% | -9.7% |
| XCEM | Buy | Columbia Em Core Ex-China ETFem core ex etf | $3,014 | +6.0% | 94,431 | +3.3% | 0.17% | +1.2% |
| NKE | Sell | Nike Inc Class Bcl b | $2,994 | -21.7% | 39,527 | -1.5% | 0.16% | -25.3% |
| SCHA | Sell | SCHW US Scap ETFus sml cap etf | $2,967 | -14.5% | 62,323 | -11.5% | 0.16% | -18.0% |
| COWZ | Buy | Pacer US Cash Cows 100 ETFus cash cows 100 | $2,935 | +5.0% | 53,561 | +11.3% | 0.16% | +0.6% |
| VXF | Buy | Vanguard Extended MKT. ETFextend mkt etf | $2,911 | +14.2% | 17,191 | +18.2% | 0.16% | +9.5% |
| LNG | Sell | Cheniere Energy Inc Com New | $2,913 | -3.2% | 16,664 | -10.7% | 0.16% | -7.5% |
| IEFA | Buy | iShares Core MSCI EAFE ETFcore msci eafe | $2,796 | -1.7% | 38,493 | +0.5% | 0.15% | -6.1% |
| ARES | Buy | Ares Management Corp Class A | $2,748 | +1.4% | 20,618 | +1.1% | 0.15% | -2.6% |
| PWR | Buy | Quanta Services Inc | $2,745 | +9.1% | 10,804 | +11.6% | 0.15% | +4.8% |
| ITW | Buy | Illinois Tool Works Inc | $2,759 | -8.4% | 11,577 | +3.7% | 0.15% | -12.6% |
| SCHG | Buy | Schwab US Large Cap Growthus lcap gr etf | $2,688 | +14.0% | 26,626 | +4.7% | 0.15% | +8.8% |
| ETN | Buy | Eaton Corp PLC F | $2,683 | +68.1% | 8,556 | +67.6% | 0.15% | +60.9% |
| SCHE | Sell | SCHW Emg MKT Eq ETFemrg mkteq etf | $2,660 | +1.2% | 100,012 | -3.9% | 0.15% | -3.3% |
| BKNG | Buy | Booking Holdings Inc | $2,654 | +28.1% | 670 | +17.3% | 0.15% | +22.5% |
| CCJ | Buy | Cameco Corp Com | $2,659 | +26.1% | 54,050 | +11.1% | 0.15% | +20.5% |
| AVGO | Buy | Broadcom Limited | $2,537 | +38.9% | 1,580 | +14.7% | 0.14% | +33.3% |
| IWM | Buy | iShares TR Russell 2000russell 2000 etf | $2,514 | +2.5% | 12,393 | +6.2% | 0.14% | -2.1% |
| BDX | Buy | Becton Dickinson & Co | $2,520 | -5.5% | 10,784 | +0.1% | 0.14% | -9.7% |
| PHYS | Sprott Physical Gold Trustunit | $2,492 | +4.4% | 138,000 | 0.0% | 0.14% | 0.0% | |
| DHR | Buy | Danaher Corp Del | $2,489 | +12.3% | 9,951 | +12.3% | 0.14% | +7.0% |
| GD | Buy | General Dynamics Corp | $2,460 | +5.4% | 8,479 | +2.7% | 0.14% | +0.7% |
| VTV | Buy | Vanguard Valuevalue etf | $2,446 | +48.6% | 15,155 | +49.9% | 0.14% | +42.1% |
| IBTG | Buy | iShares Ibonds 2026 Treasury ETFibonds 26 trm ts | $2,410 | +37.3% | 106,395 | +37.7% | 0.13% | +31.7% |
| IBM | Buy | Intl Business Machines | $2,418 | -0.2% | 13,981 | +10.2% | 0.13% | -5.0% |
| BCI | Buy | Aberdeen Standard Investments Etfs Bloomberg All Comdty STRGY K1 Free ETF | $2,391 | +29.2% | 117,596 | +25.7% | 0.13% | +23.4% |
| DRSK | Aptus Defined Risk ETFaptus defined | $2,325 | +1.4% | 86,000 | 0.0% | 0.13% | -3.0% | |
| WEC | Sell | W E C Energy Group I | $2,323 | -4.5% | 29,602 | -0.1% | 0.13% | -8.6% |
| VEU | Vanguard FTSE All World ex US ETFallwrld ex us | $2,272 | 0.0% | 38,740 | 0.0% | 0.12% | -4.6% | |
| AJG | Gallagher Arthur J & Co | $2,262 | +3.7% | 8,724 | 0.0% | 0.12% | -0.8% | |
| VBR | Sell | Vanguard Small Value ETFsm cp val etf | $2,267 | -6.5% | 12,352 | -2.2% | 0.12% | -10.7% |
| BSCP | Sell | Invesco Bulletshares 2025 Corporate Bond ETF | $2,269 | -3.3% | 110,963 | -3.4% | 0.12% | -7.4% |
| Brookfield Reins LTDcl a-1 exch non | $2,219 | +0.6% | 53,068 | 0.0% | 0.12% | -3.1% | ||
| VRTX | Buy | Vertex Pharmaceutica | $2,212 | +13.5% | 4,719 | +1.2% | 0.12% | +8.9% |
| BSCQ | Sell | Invesco Bulletshares 2026 Corporate Bond ETF | $2,206 | -3.2% | 115,060 | -3.0% | 0.12% | -6.9% |
| BSL | Buy | Blackstone Senior Float | $2,214 | +11.7% | 158,000 | +14.2% | 0.12% | +7.0% |
| Buy | Blackstone Secd Lending | $2,191 | +18.2% | 69,803 | +20.2% | 0.12% | +13.1% | |
| MS | Buy | Morgan Stanley | $2,182 | +8.9% | 22,451 | +5.5% | 0.12% | +3.4% |
| MLM | Buy | Martin Mrta.Mats. | $2,157 | -8.8% | 3,981 | +3.4% | 0.12% | -12.5% |
| ASML | Buy | A S M L Holding NV New F | $2,133 | +21.8% | 2,086 | +15.6% | 0.12% | +16.8% |
| ORI | Sell | Old Republic Intl Corp | $2,139 | +0.4% | 69,225 | -0.2% | 0.12% | -4.1% |
| IBDS | Buy | iShares Ibonds Dec 2027 Term Corporate ETFibonds 27 etf | $2,142 | +15.7% | 90,265 | +16.0% | 0.12% | +10.3% |
| UNP | Buy | Union Pacific Corp | $2,074 | +10.1% | 9,168 | +19.7% | 0.12% | +5.5% |
| SWKS | Sell | Skyworks Solutions Inc Com | $2,082 | -3.3% | 19,535 | -1.7% | 0.12% | -7.3% |
| Buy | GE Healthcare Technologi | $2,058 | -14.1% | 26,411 | +0.2% | 0.11% | -17.4% | |
| VYM | Buy | Vanguard High Dividend Yieldhigh div yld | $2,053 | -0.5% | 17,311 | +1.5% | 0.11% | -5.0% |
| FLOT | Buy | iShares Floating Rate Bond ETFfltg rate bd etf | $2,004 | +7.1% | 39,222 | +7.0% | 0.11% | +2.8% |
| Sell | Shell PLCspon ads | $1,971 | +7.5% | 27,310 | -0.1% | 0.11% | +2.8% | |
| VGIT | Buy | Vanguard Intrmdiat TRM TRSRY ETFinter term treas | $1,946 | +263.1% | 33,412 | +264.8% | 0.11% | +245.2% |
| PH | Buy | Parker Hannifin Corp Com | $1,945 | -7.7% | 3,846 | +1.4% | 0.11% | -12.3% |
| BSCO | Sell | Invesco Bulletshares 2024 Corporate Bond ETF | $1,907 | -13.4% | 90,562 | -13.7% | 0.10% | -17.3% |
| EPD | Sell | Enterprise Prd Prtnrs LP | $1,886 | -1.9% | 65,089 | -1.2% | 0.10% | -6.3% |
| BR | Sell | Broadridge Finl Solution | $1,883 | -7.5% | 9,520 | -3.8% | 0.10% | -11.1% |
| WCN | Waste Connections Inc | $1,841 | +1.9% | 10,500 | 0.0% | 0.10% | -1.9% | |
| Buy | Linde PLC SHS | $1,823 | -4.8% | 4,154 | +0.8% | 0.10% | -8.2% | |
| LHX | Sell | L3harris Technologies Inc | $1,822 | +2.2% | 8,113 | -3.0% | 0.10% | -1.9% |
| TSLA | Sell | Tesla Motors Inc | $1,805 | -16.5% | 9,122 | -23.8% | 0.10% | -20.0% |
| HSY | Buy | Hershey Company | $1,810 | -5.2% | 9,844 | +0.3% | 0.10% | -9.1% |
| BSCR | Buy | Invesco Bulletshares 2027 Corporate Bond ETF | $1,805 | +0.6% | 93,907 | +0.9% | 0.10% | -3.8% |
| COST | Buy | Costco WHSL Corp New | $1,817 | +21.0% | 2,138 | +4.3% | 0.10% | +14.9% |
| LRCX | Lam Research | $1,814 | +9.6% | 1,700 | 0.0% | 0.10% | +4.2% | |
| FLKR | Buy | Franklin FTSE South Korea ETFftse south korea | $1,789 | +9.6% | 81,824 | +17.1% | 0.10% | +5.3% |
| IWL | Sell | iShares Russell Top 200 ETFrus top 200 etf | $1,770 | +1.2% | 13,215 | -3.9% | 0.10% | -3.0% |
| IUSB | Sell | iShares Total Usd Bond Market ETFcore total usd | $1,763 | -18.3% | 38,995 | -17.7% | 0.10% | -22.4% |
| SLV | Sell | iShares Silver Trustishares | $1,759 | +13.8% | 66,196 | -2.6% | 0.10% | +9.0% |
| PFE | Sell | Pfizer Incorporated | $1,722 | -2.7% | 61,544 | -3.5% | 0.10% | -6.9% |
| MLPX | Buy | Global X MLP & Energy Infrastructure ETFglb x mlp enrg i | $1,703 | +24.1% | 33,364 | +19.1% | 0.09% | +19.0% |
| VCR | Sell | Vanguard Consumer Discretionary ETFconsum dis etf | $1,688 | -5.1% | 5,392 | -3.7% | 0.09% | -9.7% |
| FLJP | Buy | Franklin FTSE Japan ETFftse japan etf | $1,630 | +4.1% | 56,667 | +12.3% | 0.09% | 0.0% |
| INTC | Sell | Intel Corp | $1,635 | -33.0% | 52,785 | -4.4% | 0.09% | -36.2% |
| ONEY | Buy | SPDR Russell 1000 Yield Focus ETFrussell yield | $1,608 | -4.5% | 15,500 | +0.1% | 0.09% | -8.2% |
| WRB | Buy | W R Berkley | $1,617 | -10.4% | 20,584 | +0.9% | 0.09% | -14.4% |
| VNQ | Buy | Vanguard REIT Index ETFreit etf | $1,616 | +2.3% | 19,063 | +4.4% | 0.09% | -2.2% |
| COP | Buy | Conocophillips | $1,613 | +44.7% | 14,101 | +61.0% | 0.09% | +39.1% |
| NDAQ | Buy | Nasdaq OMX Group | $1,568 | +0.3% | 26,019 | +5.0% | 0.09% | -3.3% |
| VZ | Sell | Verizon Communications | $1,581 | -3.7% | 38,335 | -2.0% | 0.09% | -8.4% |
| IAGG | Sell | iShares Interntinl Aggrgt BND ETFcore intl aggr | $1,575 | -5.4% | 31,552 | -5.3% | 0.09% | -9.4% |
| DVN | Sell | Devon Energy CP New | $1,571 | -7.0% | 33,142 | -1.5% | 0.09% | -10.3% |
| IQLT | Buy | Ishs MSCI Intl Quality Fact ETFmsci intl qualty | $1,561 | +113.0% | 39,969 | +116.2% | 0.09% | +104.8% |
| ISRG | Buy | Intuitive Surgical New | $1,560 | +29.7% | 3,506 | +16.3% | 0.09% | +24.6% |
| VGSH | Sell | Vanguard Short Term Government ETFshtrm gvt bd etf | $1,533 | -0.4% | 26,442 | -0.2% | 0.08% | -4.5% |
| NVR | Buy | NVR Inc Com | $1,548 | -0.5% | 204 | +6.2% | 0.08% | -5.6% |
| PDO | Buy | PIMCO Dynamic Income Opp | $1,525 | +21.1% | 113,707 | +20.1% | 0.08% | +15.1% |
| PKG | Sell | Pack.Corp.Of Am. | $1,501 | -4.8% | 8,167 | -1.0% | 0.08% | -8.8% |
| FLQM | Buy | Franklin US MD CP Multifct Index ETFus mid cp mltfct | $1,463 | -3.2% | 28,530 | +0.9% | 0.08% | -6.9% |
| SHW | Buy | Sherwin Williams Co | $1,446 | +60.3% | 4,844 | +86.5% | 0.08% | +53.8% |
| PALC | Buy | Pacer Lunt LRG Cap Multi Factr ETFlunt lrgcp multi | $1,429 | +26.5% | 29,322 | +21.0% | 0.08% | +21.5% |
| IWY | Buy | iShares Russell Top 200 Growth ETFrus tp200 gr etf | $1,414 | +44.6% | 6,592 | +31.5% | 0.08% | +39.3% |
| GIS | Sell | General Mills Inc | $1,392 | -11.2% | 22,010 | -1.8% | 0.08% | -15.4% |
| Sell | Bunge Global SA | $1,383 | -3.3% | 12,950 | -7.2% | 0.08% | -8.4% | |
| FAST | Buy | Fastenal Co | $1,378 | -15.4% | 21,929 | +3.9% | 0.08% | -19.1% |
| IBDT | Buy | iShares Ibonds Dec 2028 Term ETFibds dec28 etf | $1,381 | +49.6% | 55,770 | +50.4% | 0.08% | +43.4% |
| NUE | Sell | Nucor Corp | $1,375 | -24.4% | 8,668 | -5.5% | 0.08% | -27.6% |
| CALF | Buy | Pacer US Small Cap Cash Cows 100 ETFpacer us small | $1,365 | -9.2% | 31,267 | +2.2% | 0.08% | -13.8% |
| CHE | Buy | Chemed | $1,361 | -15.2% | 2,508 | +0.3% | 0.08% | -19.4% |
| FNDE | Buy | Schwab Funda Emg MKTS Large Com ETFschwb fdt emk lg | $1,351 | +15.7% | 45,324 | +7.7% | 0.08% | +11.9% |
| CLX | Sell | Clorox Company | $1,344 | -14.1% | 9,850 | -3.6% | 0.07% | -17.8% |
| DGRO | iShares Core Dividend Growth ETFcore div grwth | $1,322 | -0.8% | 22,940 | 0.0% | 0.07% | -5.2% | |
| GGG | Buy | Graco | $1,305 | -3.7% | 16,459 | +13.5% | 0.07% | -7.7% |
| CSX | C S X Corp | $1,305 | -9.8% | 39,027 | 0.0% | 0.07% | -14.3% | |
| RPM | RPM International Inc | $1,285 | -9.5% | 11,937 | 0.0% | 0.07% | -13.4% | |
| PSLV | Sprott Physical Silver Trusttr unit | $1,291 | +19.8% | 130,000 | 0.0% | 0.07% | +14.5% | |
| CSM | Sell | ProShares Large Cap Core Plus | $1,272 | +0.5% | 20,446 | -1.9% | 0.07% | -4.1% |
| Buy | Canadian Pacific Kansa F | $1,270 | +28.0% | 16,107 | +43.4% | 0.07% | +22.8% | |
| FDX | Buy | Fedex Corporation | $1,247 | +3.9% | 4,140 | +0.4% | 0.07% | 0.0% |
| WFC | Sell | Wells Fargo & Co New | $1,251 | -10.4% | 21,061 | -12.5% | 0.07% | -14.8% |
| IWB | iShares TR Russell 1000rus 1000 etf | $1,256 | +3.3% | 4,221 | 0.0% | 0.07% | -1.4% | |
| NSC | Sell | Norfolk Southern Corp | $1,238 | -22.1% | 5,766 | -7.6% | 0.07% | -26.1% |
| AZN | Buy | Astrazeneca PLC ADR Fsponsored adr | $1,229 | +28.0% | 15,760 | +11.2% | 0.07% | +23.6% |
| XLG | Buy | Invesco S&P 500 Top 50 ETFs&p 500 top 50 | $1,214 | +391.5% | 26,530 | +352.3% | 0.07% | +378.6% |
| ED | Buy | Consolidated Edison Inc | $1,218 | -1.2% | 13,625 | +0.4% | 0.07% | -5.6% |
| VBK | Buy | Vanguard Small Growth ETFsml cp grw etf | $1,216 | -0.2% | 4,852 | +3.9% | 0.07% | -4.3% |
| APD | Sell | Air Prod & Chemicals Inc | $1,210 | +4.7% | 4,688 | -1.1% | 0.07% | 0.0% |
| AMAT | Buy | Applied Materials Inc | $1,195 | +19.9% | 5,062 | +4.7% | 0.07% | +13.8% |
| ANSS | Buy | Ansys | $1,192 | -5.0% | 3,709 | +2.6% | 0.07% | -8.3% |
| Jacobs Solutions Inc | $1,204 | -9.1% | 8,620 | 0.0% | 0.07% | -13.2% | ||
| GOVT | Sell | iShares U.S. Treasury Bond ETFus treas bd etf | $1,182 | -7.9% | 52,390 | -7.1% | 0.06% | -12.2% |
| New | Labcorp Holdings Inc | $1,174 | – | 5,769 | +100.0% | 0.06% | – | |
| CTVA | Buy | Corteva Inc | $1,184 | -5.7% | 21,956 | +0.8% | 0.06% | -9.7% |
| MCHP | Buy | Microchip Tech. | $1,163 | +9.5% | 12,712 | +7.4% | 0.06% | +4.9% |
| WY | Sell | Weyerhaeuser Co | $1,166 | -23.6% | 41,057 | -3.4% | 0.06% | -27.3% |
| AXP | Buy | American Express Company | $1,161 | +15.2% | 5,013 | +13.3% | 0.06% | +10.3% |
| FNDA | Sell | Schwab Fundamental US Small Com ETFschwab fdt us sc | $1,135 | -21.3% | 20,582 | -18.6% | 0.06% | -24.1% |
| CMCSA | Buy | Comcast Corp New CL Acl a | $1,135 | -5.3% | 28,992 | +4.9% | 0.06% | -8.7% |
| NEE | Sell | Nextera Energy Inc | $1,130 | +0.6% | 15,958 | -9.2% | 0.06% | -4.6% |
| CAH | Buy | Cardinal Health Inc | $1,131 | -9.4% | 11,501 | +3.6% | 0.06% | -13.9% |
| ADI | Buy | Analog Devices Inc | $1,102 | +15.5% | 4,827 | +0.1% | 0.06% | +10.9% |
| VMBS | Buy | Vanguard Mortgage Backedmortg-back sec | $1,081 | +6.3% | 23,805 | +6.8% | 0.06% | +1.7% |
| GSIE | Sell | Goldman Sachs Actvbt Intereqy ETFactivebeta int | $1,064 | -5.8% | 31,630 | -4.0% | 0.06% | -9.2% |
| PM | Buy | Philip Morris Intl Inc | $1,063 | +17.1% | 10,364 | +6.2% | 0.06% | +13.5% |
| SCI | Service Corp Intl | $1,069 | -4.1% | 15,024 | 0.0% | 0.06% | -7.8% | |
| IBTH | Buy | iShares Ibonds Term Treasury ETFibonds 27 trm ts | $1,069 | +61.7% | 48,423 | +62.3% | 0.06% | +55.3% |
| UBER | Buy | Uber Technologies Inc | $1,061 | +36.0% | 14,593 | +44.0% | 0.06% | +31.1% |
| AFG | American Finl.GP.Ohio | $1,058 | -9.9% | 8,600 | 0.0% | 0.06% | -14.7% | |
| MO | Sell | Altria Group Inc | $1,055 | -7.6% | 22,668 | -11.5% | 0.06% | -12.1% |
| EWJ | Sell | iShares MSCI Japan ETFmsci jpn etf new | $1,055 | -13.4% | 15,454 | -9.5% | 0.06% | -17.1% |
| ARW | Arrow Electronics | $1,026 | -6.7% | 8,500 | 0.0% | 0.06% | -9.5% | |
| SPGP | Invesco S And P 500 Garp ETFs&p 500 garp etf | $1,016 | -3.5% | 9,890 | 0.0% | 0.06% | -8.2% | |
| ON | Buy | On Semiconductor Co | $1,018 | +1.1% | 14,848 | +8.4% | 0.06% | -3.4% |
| DCI | Buy | Donaldson Co. | $988 | +1.8% | 13,804 | +6.2% | 0.06% | -1.8% |
| CHD | Sell | Church & Dwight Co. | $990 | -3.1% | 9,550 | -2.6% | 0.06% | -6.8% |
| EXPD | Buy | Expeditor Intl.Of Wash. | $1,003 | +3.1% | 8,038 | +0.5% | 0.06% | -1.8% |
| CINF | Sell | Cincinnati Financial CP | $1,000 | -14.9% | 8,406 | -10.6% | 0.06% | -19.1% |
| PLTR | Buy | Palantir Technologies In Class Acl a | $969 | +14.9% | 38,244 | +4.4% | 0.05% | +8.2% |
| SHV | Sell | iShares Short Treasury Bond ETFshort treas bd | $954 | -0.3% | 8,632 | -0.3% | 0.05% | -3.6% |
| MMC | Buy | Marsh & MC Lennan Co Inc | $967 | +47.9% | 4,591 | +44.6% | 0.05% | +39.5% |
| VLO | Buy | Valero Energy Corp New | $918 | +59.1% | 5,858 | +73.2% | 0.05% | +54.5% |
| IR | Buy | Ingersoll Rand Inc | $924 | -4.0% | 10,174 | +0.3% | 0.05% | -8.9% |
| BMY | Sell | Bristol-Myers Squibb Co | $929 | -34.3% | 22,372 | -14.2% | 0.05% | -37.8% |
| EBND | Sell | SPDR EM Local Currency Bond ETFblombrg brc emrg | $924 | -8.6% | 46,449 | -5.8% | 0.05% | -12.1% |
| AMD | Advanced Micro Device | $907 | -10.2% | 5,594 | 0.0% | 0.05% | -13.8% | |
| INTU | Buy | Intuit Inc | $900 | +29.1% | 1,370 | +27.8% | 0.05% | +25.0% |
| EW | Edwards Lifesciences CP | $887 | -3.4% | 9,602 | 0.0% | 0.05% | -7.5% | |
| DD | Buy | DuPont De Nemours Inc | $879 | +12.5% | 10,926 | +7.2% | 0.05% | +8.9% |
| WWD | Woodward Inc | $872 | +13.1% | 5,000 | 0.0% | 0.05% | +6.7% | |
| RYN | Sell | Rayonier Inc | $851 | -12.9% | 29,270 | -0.4% | 0.05% | -16.1% |
| ENB | Sell | Enbridge Inc F | $843 | -3.2% | 23,684 | -1.7% | 0.05% | -6.0% |
| T | Sell | AT&T Corp Com New | $837 | -2.6% | 43,787 | -10.3% | 0.05% | -8.0% |
| SPEM | SPDR Index Shares Emerg Markt ETF IVportfolio emg mk | $833 | +4.0% | 22,122 | 0.0% | 0.05% | 0.0% | |
| CRL | Buy | Chas.RVR.Labs.Intl. | $833 | -23.2% | 4,032 | +0.8% | 0.05% | -27.0% |
| TFX | Teleflex | $831 | -6.9% | 3,950 | 0.0% | 0.05% | -11.5% | |
| MRO | Buy | Marathon Oil Corp | $823 | +14.5% | 28,702 | +13.1% | 0.04% | +9.8% |
| SPGI | Buy | S & P Global Inc | $812 | +36.5% | 1,820 | +30.1% | 0.04% | +32.4% |
| VHT | Buy | Vanguard Health Care ETFhealth car etf | $811 | -0.9% | 3,036 | +0.4% | 0.04% | -4.3% |
| Buy | General Electric Co | $788 | +117.1% | 4,957 | +139.6% | 0.04% | +109.5% | |
| IWR | Buy | iShares Russell Mid-Cap ETFrus mid cap etf | $803 | -2.8% | 9,903 | +0.9% | 0.04% | -8.3% |
| DLR | Buy | DIGITAL REALTY TRUST | $793 | +71.3% | 5,217 | +62.2% | 0.04% | +63.0% |
| YUM | Yum Brands Inc | $800 | -4.5% | 6,041 | 0.0% | 0.04% | -8.3% | |
| TGT | Buy | Target Corporation | $778 | +7.2% | 5,256 | +28.4% | 0.04% | +2.4% |
| TFC | Sell | Truist Financial Corporation | $774 | -10.6% | 19,917 | -10.3% | 0.04% | -14.0% |
| USB | Buy | U S Bancorp Del New | $776 | -10.8% | 19,303 | +0.2% | 0.04% | -14.0% |
| BSCS | Buy | Invesco Bulletshars 2028 Corp BD ETFinvsco blsh 28 | $778 | +10.0% | 39,010 | +10.7% | 0.04% | +4.9% |
| New | Neos Enhanced Inc CS Altrntv ETFneos enh inm cas | $763 | – | 15,333 | +100.0% | 0.04% | – | |
| MOO | Sell | Vaneck Vectors ETF TR Agribusiness ETFagribusiness etf | $755 | -27.5% | 10,769 | -22.3% | 0.04% | -30.0% |
| DOW | Sell | Dow Inc Com | $760 | -9.2% | 14,332 | -0.9% | 0.04% | -12.5% |
| IDHQ | New | Ivsc S&P Intl HGH QLs&p intl qulty | $743 | – | 24,424 | +100.0% | 0.04% | – |
| IUSG | Buy | iShares Core US Growth ETFcore s&p us etf | $739 | +46.3% | 5,798 | +34.5% | 0.04% | +41.4% |
| SPHQ | Buy | Invesco S&P 500 Quality ETFs&p500 quality | $741 | +20.7% | 11,660 | +14.7% | 0.04% | +17.1% |
| TM | Toyota Motor CP ADR Newfads | $723 | -18.5% | 3,525 | 0.0% | 0.04% | -21.6% | |
| BNDX | Sell | Vanguard Total International Bond ETFintl bd idx etf | $722 | -4.4% | 14,835 | -3.3% | 0.04% | -9.1% |
| MDLZ | Buy | Mondelez Intl Inc CL Acl a | $703 | -4.7% | 10,670 | +1.9% | 0.04% | -9.3% |
| PBF | Buy | PBF Energy Inccl a | $705 | +21.3% | 15,310 | +51.6% | 0.04% | +14.7% |
| CRSP | Buy | Crispr Therapeutics Fnamen akt | $683 | -4.6% | 12,650 | +20.5% | 0.04% | -7.3% |
| AME | Ametek Inc New | $692 | -8.8% | 4,152 | 0.0% | 0.04% | -13.6% | |
| HDV | iShares Core High Dividend ETFcore high dv etf | $676 | -1.5% | 6,221 | 0.0% | 0.04% | -7.5% | |
| Buy | Ab Ultra Short Income ETFultra short incm | $670 | +21.2% | 13,262 | +21.1% | 0.04% | +15.6% | |
| CVS | Sell | C V S Caremark Corp | $676 | -38.3% | 11,441 | -16.8% | 0.04% | -41.3% |
| VDC | Sell | Vanguard Consumer Staples ETFconsum stp etf | $679 | -5.6% | 3,318 | -5.8% | 0.04% | -9.8% |
| IBMP | Buy | iShares Ibond Dec 2027 Muni ETFibonds dec 27 | $671 | +163.1% | 26,826 | +164.9% | 0.04% | +146.7% |
| XLK | SELECT SECTOR SPDR TR SBI INT-TECHtechnology | $657 | +8.8% | 2,902 | 0.0% | 0.04% | +2.9% | |
| PANW | Buy | Palo Alto Networks | $650 | +34.9% | 1,918 | +13.0% | 0.04% | +28.6% |
| SHM | Sell | SPDR Nuveen Barclays Short Term Muni ETFnuveen blmbrg sr | $628 | -10.5% | 13,305 | -10.1% | 0.04% | -14.6% |
| IWP | Buy | iShares Russell Growthrus md cp gr etf | $640 | -2.9% | 5,799 | +0.4% | 0.04% | -7.9% |
| PYPL | Buy | Paypal Holdings Inco | $638 | +8.1% | 11,001 | +24.9% | 0.04% | +2.9% |
| KMB | Kimberly-Clark Corp | $611 | +6.8% | 4,382 | 0.0% | 0.03% | +3.0% | |
| GS | Buy | Goldman Sachs Group Inc | $618 | +37.6% | 1,367 | +27.3% | 0.03% | +30.8% |
| ASH | Ashland Global Holdings Inc | $614 | -3.0% | 6,500 | 0.0% | 0.03% | -8.1% | |
| MMM | Sell | 3M Company | $619 | -10.9% | 6,054 | -7.6% | 0.03% | -15.0% |
| BRKA | Berkshire Hathaway Inc Comcl a | $612 | -3.5% | 1 | 0.0% | 0.03% | -8.1% | |
| HSIC | Schein Henry Inc | $605 | -15.1% | 9,439 | 0.0% | 0.03% | -19.5% | |
| VPU | Buy | Vanguard Utilitiesutilities etf | $606 | +17.9% | 4,065 | +12.8% | 0.03% | +10.0% |
| ACGL | Buy | Arch Cap.GP.ord | $589 | +51.8% | 5,836 | +39.0% | 0.03% | +50.0% |
| UL | Buy | Unilever PLC ADR New Fspon adr new | $599 | +10.9% | 10,897 | +1.2% | 0.03% | +6.5% |
| VFVA | New | Vanguard US Value Factor ETFus value factr | $598 | – | 5,250 | +100.0% | 0.03% | – |
| IWD | Buy | iShares Russell 1000 Value ETFrus 1000 val etf | $590 | -0.8% | 3,379 | +1.7% | 0.03% | -2.9% |
| ENPH | Sell | Enphase Energy Inc | $600 | -17.6% | 6,013 | -0.0% | 0.03% | -21.4% |
| VOX | Buy | Vanguard Telcom ETF | $579 | +9.9% | 4,177 | +4.1% | 0.03% | +6.7% |
| CB | Buy | Chubb LTD F | $588 | +36.4% | 2,297 | +38.7% | 0.03% | +28.0% |
| ICSH | Buy | BlackRock Ultra Short Term Bond ETFblackrock ultra | $581 | +1.8% | 11,494 | +1.9% | 0.03% | -3.0% |
| VFH | Buy | Vanguard Financials ETFfinancials etf | $570 | +2.2% | 5,679 | +4.1% | 0.03% | -3.1% |
| ECL | Ecolab Inc | $569 | +3.1% | 2,386 | 0.0% | 0.03% | -3.1% | |
| ISTB | Buy | iShares Core 1 5 Year Usd Bond ETFcore 1 5 yr usd | $553 | +17.2% | 11,684 | +17.5% | 0.03% | +14.8% |
| IDV | Sell | iShares International Sel DIV ETFintl sel div etf | $563 | -9.3% | 20,361 | -8.1% | 0.03% | -13.9% |
| GLD | Buy | SPDR Gold Trust | $563 | +20.6% | 2,619 | +15.4% | 0.03% | +14.8% |
| CNC | Centene Corp | $539 | -15.5% | 8,132 | 0.0% | 0.03% | -18.9% | |
| VCIT | Buy | Vanguard Corp Bond ETFint-term corp | $551 | +2.2% | 6,895 | +3.0% | 0.03% | -3.2% |
| VIS | Vanguard Industrials ETFindustrial etf | $544 | -3.2% | 2,303 | 0.0% | 0.03% | -6.2% | |
| DGX | Buy | Quest Diagnostic Inc | $524 | +9.2% | 3,830 | +6.2% | 0.03% | +3.6% |
| PEN | Penumbra Inc | $522 | -19.3% | 2,900 | 0.0% | 0.03% | -21.6% | |
| VDE | Buy | Vanguard Energy ETFenergy etf | $524 | +33.7% | 4,075 | +37.0% | 0.03% | +26.1% |
| DGS | Sell | Wisdomtree Trustemg mkts smcap | $533 | 0.0% | 10,355 | -1.2% | 0.03% | -6.5% |
| VVV | Buy | Valvoline Inc | $507 | +5.8% | 11,736 | +9.3% | 0.03% | 0.0% |
| SCHK | Sell | Schwab 1000 Index ETF1000 index etf | $516 | +2.4% | 9,825 | -1.2% | 0.03% | -3.4% |
| SCHW | Buy | The Charles Schwab Corp | $516 | +11.4% | 6,997 | +9.3% | 0.03% | +3.7% |
| Apollo Global Management | $496 | +5.1% | 4,200 | 0.0% | 0.03% | 0.0% | ||
| IGE | Buy | iShares North American Natural Resources ETFna nat res | $484 | +1.3% | 10,999 | +3.5% | 0.03% | -3.6% |
| TRGP | Buy | Targa Resources Corp | $494 | +88.5% | 3,837 | +64.2% | 0.03% | +80.0% |
| VAW | Sell | Vanguard Materials ETFmaterials etf | $488 | -17.6% | 2,520 | -13.0% | 0.03% | -20.6% |
| NVO | Buy | Novo-Nordisk A-S ADR Fadr | $497 | +110.6% | 3,485 | +91.2% | 0.03% | +92.9% |
| ALLE | Buy | Allegion Public LTD Co F | $486 | -11.2% | 4,113 | +1.3% | 0.03% | -15.6% |
| BAC | Sell | Bank Of America Corp | $462 | -15.5% | 11,623 | -19.5% | 0.03% | -18.8% |
| EFA | Buy | iShares MSCI EAFE ETFmsci eafe etf | $477 | +4.4% | 6,092 | +6.4% | 0.03% | 0.0% |
| CRM | Buy | Salesforce Com | $473 | +72.6% | 1,840 | +102.2% | 0.03% | +62.5% |
| TRV | Travelers Companies Inc | $467 | -11.6% | 2,296 | 0.0% | 0.03% | -13.3% | |
| MSI | Buy | Motorola Solutions Inc | $455 | +29.3% | 1,175 | +18.9% | 0.02% | +25.0% |
| TSCO | Buy | Tractor Supply Company | $447 | +9.6% | 1,655 | +6.1% | 0.02% | +4.2% |
| IP | Sell | International Paper Co | $455 | -10.6% | 10,540 | -19.2% | 0.02% | -13.8% |
| PEG | Pub SVC Ent Group Inc | $457 | +10.4% | 6,197 | 0.0% | 0.02% | +4.2% | |
| MCK | Buy | Mckesson Corporation | $459 | +80.7% | 786 | +66.2% | 0.02% | +66.7% |
| MTZ | Mastec Inc | $433 | +14.6% | 4,050 | 0.0% | 0.02% | +9.1% | |
| BSJO | Sell | Invesco Bulletshares 2024 High Yield | $427 | -14.6% | 18,777 | -14.7% | 0.02% | -17.2% |
| DVY | iShares Select Dividendselect divid etf | $436 | -1.6% | 3,600 | 0.0% | 0.02% | -7.7% | |
| MET | Metlife Inc | $428 | -5.3% | 6,099 | 0.0% | 0.02% | -7.7% | |
| PGR | New | Progressive Corp Ohio | $433 | – | 2,084 | +100.0% | 0.02% | – |
| VLUE | Buy | iShares Edge MSCI USA Value Factor Emsci usa value | $436 | +43.9% | 4,217 | +51.0% | 0.02% | +41.2% |
| IBTI | New | iShares Ibonds Term Treasury ETFibonds 28 trm ts | $439 | – | 20,100 | +100.0% | 0.02% | – |
| KLAC | Buy | Kla-Tencor Corp Com | $430 | +22.5% | 521 | +3.6% | 0.02% | +20.0% |
| MKL | Buy | Markel Corp | $435 | +49.0% | 276 | +43.8% | 0.02% | +41.2% |
| GPC | Buy | Genuine Parts Co | $441 | -6.8% | 3,171 | +4.4% | 0.02% | -11.1% |
| EME | New | Emcor Group Inc | $410 | – | 1,122 | +100.0% | 0.02% | – |
| BIO | Bio-Rad Laboratories 'a'cl a | $410 | -21.0% | 1,500 | 0.0% | 0.02% | -23.3% | |
| IYR | iShares TR Real Estateu.s. real es etf | $421 | -2.3% | 4,795 | 0.0% | 0.02% | -8.0% | |
| INDA | Buy | iShares MSCI India Indexmsci india etf | $420 | +30.4% | 7,533 | +20.6% | 0.02% | +21.1% |
| D | Buy | Dominion Energy, Inc. | $413 | +10.7% | 8,423 | +11.2% | 0.02% | +4.5% |
| Buy | Brookfiled Asset Manag F Class A | $419 | +1.2% | 11,020 | +11.8% | 0.02% | -4.2% | |
| MDT | Buy | Medtronic PLC F | $411 | -3.1% | 5,175 | +7.3% | 0.02% | -4.2% |
| RMD | Sell | Resmed Inc | $402 | -24.9% | 2,100 | -22.2% | 0.02% | -29.0% |
| GLW | Corning Inc | $399 | +18.0% | 10,264 | 0.0% | 0.02% | +10.0% | |
| SNA | Sell | Snap-On | $403 | -14.3% | 1,540 | -2.8% | 0.02% | -18.5% |
| BA | Sell | Boeing Co | $406 | -54.4% | 2,231 | -51.6% | 0.02% | -56.9% |
| MSM | MSC Indl.Direct 'a'cl a | $404 | -18.4% | 5,100 | 0.0% | 0.02% | -24.1% | |
| IYW | iShares Trust Technologyu.s. tech etf | $391 | +11.4% | 2,601 | 0.0% | 0.02% | +10.0% | |
| CHRW | C H Robinson Worldwd New | $373 | +15.8% | 4,200 | 0.0% | 0.02% | +10.5% | |
| SPIB | New | SPDR Portfolio Intermediate Term Corporate Bond ETFblombrg brc intr | $381 | – | 11,702 | +100.0% | 0.02% | – |
| PAYX | Sell | Paychex Inc | $374 | -7.2% | 3,151 | -4.1% | 0.02% | -8.7% |
| PNC | Buy | PNC Finl Services GP Inc | $380 | +15.5% | 2,443 | +20.0% | 0.02% | +10.5% |
| OXY | Occidental Pete Corp | $382 | -3.0% | 6,041 | 0.0% | 0.02% | -8.7% | |
| NFLX | New | Netflix Com Inc Com | $377 | – | 559 | +100.0% | 0.02% | – |
| ATRI | Buy | Atrion Corporation | $389 | +7.8% | 859 | +10.4% | 0.02% | 0.0% |
| DRI | Sell | Darden Restaurants Inc | $375 | -13.0% | 2,480 | -3.9% | 0.02% | -16.0% |
| IYY | iShares Dow Jones U.S. ETFdow jones us etf | $373 | +3.3% | 2,818 | 0.0% | 0.02% | 0.0% | |
| OEF | Buy | iShares TR S&P 100 ETFs&p 100 etf | $374 | +45.0% | 1,414 | +35.7% | 0.02% | +40.0% |
| FISV | Buy | Fiserv Inc | $374 | -2.3% | 2,511 | +4.8% | 0.02% | -4.5% |
| GIL | Gildan Activewear Inc F | $379 | +1.6% | 10,000 | 0.0% | 0.02% | -4.5% | |
| GILD | Sell | Gilead Sciences Inc | $387 | -39.0% | 5,641 | -34.9% | 0.02% | -43.2% |
| MKC | MC Cormick & Co Inc N-VT | $363 | -7.6% | 5,122 | 0.0% | 0.02% | -13.0% | |
| BSMO | Invesco Bletshs 2024 MNPL BND ETF | $364 | +0.3% | 14,655 | 0.0% | 0.02% | -4.8% | |
| VOYA | Voya Finl Inc | $356 | -3.8% | 5,000 | 0.0% | 0.02% | -4.8% | |
| KKR | New | KKR & Co Inc Class A | $369 | – | 3,502 | +100.0% | 0.02% | – |
| DHI | Buy | D R Horton Co | $356 | -2.7% | 2,528 | +13.6% | 0.02% | -4.8% |
| EXR | Buy | Extra Space Storage Inc | $357 | +7.5% | 2,296 | +1.8% | 0.02% | +5.3% |
| AMP | Sell | Ameriprise Financial Inc | $339 | -4.8% | 793 | -2.3% | 0.02% | -9.5% |
| PPG | Buy | P P G Industries Inc | $348 | +11.9% | 2,765 | +28.7% | 0.02% | +5.6% |
| TAP | Molson Coors Brewing CL Bcl b | $337 | -24.4% | 6,633 | 0.0% | 0.02% | -26.9% | |
| SYY | Buy | Sysco Corporation | $338 | -11.7% | 4,728 | +0.3% | 0.02% | -13.6% |
| SCHR | Sell | Schwab Strategic TR Intrm TRM Tresint-trm u.s tres | $342 | -13.0% | 7,020 | -12.5% | 0.02% | -17.4% |
| TOL | Toll Brothers Inc | $346 | -10.8% | 3,000 | 0.0% | 0.02% | -13.6% | |
| BLK | Buy | BlackRock Inc | $347 | +49.6% | 441 | +58.6% | 0.02% | +46.2% |
| FBMS | First Bancshares MS Com | $330 | 0.0% | 12,702 | 0.0% | 0.02% | -5.3% | |
| AVUV | Buy | Avantis US Small Cap Value ETFus sml cp valu | $321 | +2.9% | 3,574 | +7.2% | 0.02% | 0.0% |
| GSLC | Goldman Sachs Actvbeta US LRG ETFequity etf | $319 | +2.9% | 2,985 | 0.0% | 0.02% | 0.0% | |
| BWZ | Sell | SPDR Short Term Intl Treasury Bond ETFblomberg brc int | $324 | -3.9% | 12,636 | -1.2% | 0.02% | -5.3% |
| EBAY | Buy | eBay Inc | $331 | +3.1% | 6,164 | +1.5% | 0.02% | -5.3% |
| NVT | Nvent Electric PLC F | $322 | +1.6% | 4,200 | 0.0% | 0.02% | 0.0% | |
| TROW | Sell | T Rowe Price Group Inc | $334 | -16.9% | 2,898 | -12.1% | 0.02% | -21.7% |
| DKS | Dick's Sporting Goods | $322 | -5.0% | 1,500 | 0.0% | 0.02% | -10.0% | |
| CARR | Carrier Global Corp | $318 | +8.5% | 5,032 | 0.0% | 0.02% | +5.9% | |
| SSD | New | Simpson Manufacturing Co Inc | $313 | – | 1,860 | +100.0% | 0.02% | – |
| SYK | New | Stryker Corp | $305 | – | 893 | +100.0% | 0.02% | – |
| ROK | Sell | Rockwell Automation Inc | $309 | -52.3% | 1,122 | -49.5% | 0.02% | -54.1% |
| New | Brookfield Corp F Class Acl a ltd vt sh | $308 | – | 7,422 | +100.0% | 0.02% | – | |
| VTIP | Vanguard SHRT Inf Prot Sec Index ETFstrm infproidx | $300 | +1.4% | 6,188 | 0.0% | 0.02% | 0.0% | |
| FCN | New | Fti Consulting Inc Com | $301 | – | 1,395 | +100.0% | 0.02% | – |
| TIP | Sell | iShares TIPS Bond ETFtips bd etf | $304 | -1.6% | 2,843 | -1.1% | 0.02% | -5.6% |
| LNC | Buy | Lincoln National Corp | $302 | -1.9% | 9,722 | +0.8% | 0.02% | -5.6% |
| NRZ | Rithm Capital Corp | $297 | -4.5% | 27,264 | 0.0% | 0.02% | -11.1% | |
| NRG | New | NRG Energy Inc New | $285 | – | 3,655 | +100.0% | 0.02% | – |
| CI | New | CIGNA Corp | $290 | – | 878 | +100.0% | 0.02% | – |
| UPS | Buy | United Parcel Service Bcl b | $294 | +5.4% | 2,148 | +14.3% | 0.02% | 0.0% |
| KR | Sell | Kroger Co Com | $286 | -15.1% | 5,731 | -2.8% | 0.02% | -15.8% |
| A | Buy | Agilent Technologies Inc | $286 | +14.4% | 2,209 | +28.4% | 0.02% | +14.3% |
| ORLY | New | O Reilly Automotive | $283 | – | 268 | +100.0% | 0.02% | – |
| FDS | Buy | Factset Resh SYS Inc Com | $298 | +30.1% | 731 | +45.0% | 0.02% | +23.1% |
| XLE | Buy | Sector SPDR Engy Selectsbi int-energy | $293 | -2.7% | 3,218 | +0.9% | 0.02% | -5.9% |
| DBA | Sell | Invesco DB Agriculture Fundagriculture fd | $291 | -21.6% | 12,237 | -18.3% | 0.02% | -23.8% |
| TDG | New | Transdigm Group Inc | $266 | – | 208 | +100.0% | 0.02% | – |
| LNT | Alliant Energy Corp | $272 | +1.1% | 5,335 | 0.0% | 0.02% | -6.2% | |
| SBUX | Sell | Starbucks Corp | $267 | -30.6% | 3,425 | -18.7% | 0.02% | -31.8% |
| BBVA | Buy | Banco Bilbao Argen ADR Fsponsored adr | $273 | -15.0% | 27,187 | +0.3% | 0.02% | -21.1% |
| PRI | New | Primerica Inc | $267 | – | 1,129 | +100.0% | 0.02% | – |
| CPRT | New | Copart Inc | $270 | – | 4,983 | +100.0% | 0.02% | – |
| BSMP | Invesco Bletshs 2025 MNPL BND ETF | $265 | -0.4% | 10,915 | 0.0% | 0.02% | 0.0% | |
| New | Grayscale Bitcoin TR BTC | $256 | – | 4,800 | +100.0% | 0.01% | – | |
| EWU | Sell | iShares MSCI United Kingdom ETFmsci uk etf new | $250 | -11.0% | 7,167 | -12.7% | 0.01% | -12.5% |
| PNR | Pentair PLC F | $245 | -10.3% | 3,200 | 0.0% | 0.01% | -12.5% | |
| D R S Technologies Inc | $255 | +15.4% | 10,000 | 0.0% | 0.01% | +7.7% | ||
| BIL | Buy | SPDR Bloomberg Barclays 1-3 Month T-Bill ETFspdr bloomberg | $260 | +3.6% | 2,838 | +3.9% | 0.01% | 0.0% |
| BIV | Vanguard Intermediate Bond ETFintermed term | $252 | -0.4% | 3,359 | 0.0% | 0.01% | -6.7% | |
| ALTL | Sell | Pacer Lunt Large Cap Alter ETFlunt lrg cp altr | $256 | -32.1% | 7,357 | -31.5% | 0.01% | -36.4% |
| URI | Buy | United Rentals Inc | $256 | -10.2% | 396 | +0.3% | 0.01% | -12.5% |
| MUB | iShares Natl Amt-Free Muni Bond ETFnational mun etf | $250 | -1.2% | 2,350 | 0.0% | 0.01% | -6.7% | |
| New | GE Vernova Inc | $227 | – | 1,321 | +100.0% | 0.01% | – | |
| COKE | New | Coca Cola Bottlg Co Cons | $235 | – | 217 | +100.0% | 0.01% | – |
| BAX | Sell | Baxter International Inc | $235 | -24.2% | 6,964 | -3.3% | 0.01% | -27.8% |
| Sell | Dimensional US Marketwide Value ETFus mktwide valu | $240 | -13.0% | 6,118 | -9.5% | 0.01% | -18.8% | |
| USMV | New | iShares Edge MSCI Min Vol USA ETFmin vol usa etf | $231 | – | 2,749 | +100.0% | 0.01% | – |
| SUSA | iShares MSCI USA Esg Select ETFusa esg slct etf | $242 | +3.0% | 2,150 | 0.0% | 0.01% | -7.1% | |
| New | US Treasury 3 Month Bill ETFus treas 3 mnth | $238 | – | 4,755 | +100.0% | 0.01% | – | |
| Buy | Veralto Corp | $239 | +8.1% | 2,503 | +0.5% | 0.01% | 0.0% | |
| LEMB | Sell | iShares Emerging Markets Local Cur ETFjp morgan em etf | $242 | -2.0% | 6,796 | -0.9% | 0.01% | -7.1% |
| EWZ | Buy | iShares MSCI Brazil ETFmsci brazil etf | $244 | -8.6% | 8,930 | +8.5% | 0.01% | -13.3% |
| New | Abrdn Blmberg In MT ST K 1 FR ETFbbg industrl met | $232 | – | 9,910 | +100.0% | 0.01% | – | |
| XYL | Buy | Xylem Inc | $228 | +6.0% | 1,684 | +1.3% | 0.01% | +8.3% |
| HLT | New | Hilton Worldwide HLD | $231 | – | 1,060 | +100.0% | 0.01% | – |
| XLC | New | Communicat SVS SLCT Sec SPDR ETF | $222 | – | 2,589 | +100.0% | 0.01% | – |
| GWW | New | W.W. Grainger Inc | $211 | – | 234 | +100.0% | 0.01% | – |
| UDR | New | Udr Inc | $211 | – | 5,132 | +100.0% | 0.01% | – |
| HEIA | New | Heico Corpcl a | $225 | – | 1,268 | +100.0% | 0.01% | – |
| CMDY | Sell | Ishrs BLMBRG RL Sel CMDT STRG ETFbloomberg roll | $219 | -8.8% | 4,442 | -11.3% | 0.01% | -14.3% |
| VYMI | Sell | Vanguard Intrntnl HGHintl high etf | $220 | -8.7% | 3,214 | -8.3% | 0.01% | -14.3% |
| IUSV | New | iShares TR Rusl 3000 Valucore s&p us vlu | $218 | – | 2,474 | +100.0% | 0.01% | – |
| New | Invesco Agri Com STRGY ETF IVagri cmdty stra | $211 | – | 6,145 | +100.0% | 0.01% | – | |
| AEP | New | Amer Electric PWR Co Inc | $222 | – | 2,532 | +100.0% | 0.01% | – |
| KMX | New | Carmax Inc | $225 | – | 3,062 | +100.0% | 0.01% | – |
| IBMQ | New | iShares Ibond Dec 2028 Muni ETFibonds dec 28 | $208 | – | 8,330 | +100.0% | 0.01% | – |
| OMC | New | Omnicom Group Inc | $206 | – | 2,285 | +100.0% | 0.01% | – |
| WMB | New | Williams Companies | $200 | – | 4,715 | +100.0% | 0.01% | – |
| VRSK | New | Verisk Analytics Inc Cla | $204 | – | 756 | +100.0% | 0.01% | – |
| OTIS | Otis Worldwide Corp | $208 | -2.8% | 2,157 | 0.0% | 0.01% | -8.3% | |
| FANG | New | Diamondback Energy Inc | $203 | – | 1,014 | +100.0% | 0.01% | – |
| PFG | Buy | Principal Financial GP Com | $200 | -5.7% | 2,555 | +4.0% | 0.01% | -8.3% |
| ITOT | New | iShares Total US Stock Market ETFcore s&p ttl stk | $201 | – | 1,695 | +100.0% | 0.01% | – |
| PHO | Invesco Water Resources ETFwater res etf | $203 | -2.4% | 3,130 | 0.0% | 0.01% | -8.3% | |
| AMCR | Buy | Amcor PLC Ford | $153 | +4.1% | 15,641 | +0.9% | 0.01% | 0.0% |
| CPSI | Sell | TruBridge Inc | $152 | -5.0% | 15,213 | -12.1% | 0.01% | -11.1% |
| New | Tenaya Therapeutics Inc | $68 | – | 21,844 | +100.0% | 0.00% | – | |
| VTNR | Vertex Energy Inc | $57 | -32.1% | 60,000 | 0.0% | 0.00% | -40.0% | |
| IGR | New | Cbre Clarion Global Real | $50 | – | 10,000 | +100.0% | 0.00% | – |
| LPSN | Buy | Liveperson Inc | $43 | -4.4% | 73,450 | +63.2% | 0.00% | -33.3% |
| Cineverse Corp Class A | $37 | -36.2% | 41,968 | 0.0% | 0.00% | -33.3% | ||
| GMDA | Exit | Gamida Cell LTD F | $0 | – | -235,000 | -100.0% | 0.00% | – |
| OKTA | Exit | Okta Inc Class Acl a | $0 | – | -1,975 | -100.0% | -0.01% | – |
| ALL | Exit | Allstate Corporation | $0 | – | -1,226 | -100.0% | -0.01% | – |
| APA | Exit | Apa Corp | $0 | – | -6,154 | -100.0% | -0.01% | – |
| FM | Exit | iShares MSCI Frontier 100 ETFmsci frntr100etf | $0 | – | -7,210 | -100.0% | -0.01% | – |
| TD | Exit | Toronto Dominion Bank F | $0 | – | -3,362 | -100.0% | -0.01% | – |
| CMI | Exit | Cummins Inc | $0 | – | -684 | -100.0% | -0.01% | – |
| Exit | TRUMP MEDIA & TECHNOLOGY | $0 | – | -3,625 | -100.0% | -0.01% | – | |
| WSM | Exit | Williams Sonoma | $0 | – | -756 | -100.0% | -0.01% | – |
| CMBS | Exit | iShares CMBS ETFcmbs etf | $0 | – | -5,177 | -100.0% | -0.01% | – |
| HOG | Exit | Harley Davidson Inc | $0 | – | -5,487 | -100.0% | -0.01% | – |
| STX | Exit | Seagate Technology HLD F | $0 | – | -2,745 | -100.0% | -0.02% | – |
| MU | Exit | Micron Technology Inc | $0 | – | -2,460 | -100.0% | -0.02% | – |
| ADM | Exit | Archer-Daniels-Midlnd Co | $0 | – | -5,744 | -100.0% | -0.02% | – |
| NOG | Exit | Northern Oil And Gas | $0 | – | -10,000 | -100.0% | -0.02% | – |
| XLV | Exit | Sector SPDR TR Sbi Healthcaresbi healthcare | $0 | – | -4,777 | -100.0% | -0.04% | – |
| LH | Exit | Lab CP Of Amer HLDG New | $0 | – | -5,742 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 73 | Q2 2024 | 100.0% |
| Vanguard Short Term Bond ETF | 68 | Q2 2024 | 36.5% |
| Vanguard Total Bond ETF | 68 | Q2 2024 | 36.6% |
| Vanguard Intermediate Bond ETF | 64 | Q2 2024 | 34.9% |
| ISHARES TR 1-3 YR TRS BD | 64 | Q2 2024 | 28.8% |
| PROSHARES TR PSHS LC COR PLUS | 57 | Q2 2024 | 3.8% |
| Vanguard Short Term Corporate ETF | 54 | Q2 2024 | 0.7% |
| APPLE INC | 47 | Q2 2024 | 3.6% |
| Vanguard Mid Cap ETF | 47 | Q2 2024 | 2.5% |
| VANGUARD WORLD FD MEGA CAP IND | 47 | Q2 2024 | 4.7% |
View LEAVELL INVESTMENT MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-01 |
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-17 |
View LEAVELL INVESTMENT MANAGEMENT, 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.