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Lifesteps Financial, Inc. Top Holdings and 13F Report (2024)

About Lifesteps Financial, Inc.

Investment Activity

  • Lifesteps Financial, Inc. has $132.52 million in total holdings as of March 31, 2024.
  • Lifesteps Financial, Inc. owns shares of 441 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 11.66% of the portfolio was purchased this quarter.
  • About 1.15% of the portfolio was sold this quarter.
  • This quarter, Lifesteps Financial, Inc. has purchased 82 new stocks and bought additional shares in 18 stocks.
  • Lifesteps Financial, Inc. sold shares of 32 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Invesco QQQ
$17,830,848
Apple
$5,809,070
Microsoft
$5,793,981

Largest New Holdings this Quarter

Eli Lilly and Company
$232,610 Holding
Applied Materials
$230,978 Holding
Lam Research
$203,058 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
60,334 shares (about $3.66M)
Walmart
5,325 shares (about $320.40K)
Eli Lilly and Company
299 shares (about $232.61K)
Applied Materials
1,120 shares (about $230.98K)
Lam Research
209 shares (about $203.06K)

Largest Sales this Quarter

Apple
1,970 shares (about $337.82K)
SPDR S&P 500 ETF Trust
485 shares (about $253.69K)
iShares Russell 2000 ETF
1,074 shares (about $225.86K)
Vanguard Mega Cap Growth Index Fund
332 shares (about $95.15K)
Schwab U.S. Large-Cap Growth ETF
777 shares (about $72.05K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLifesteps Financial, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,830,848$34,632 0.2%40,15913.5%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,456,039$253,693 -1.5%31,46012.4%Finance
Apple Inc. stock logo
AAPL
Apple
$5,809,070$337,816 -5.5%33,8764.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,793,981$5,048 0.1%13,7724.4%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,620,297$3,664,677 383.5%76,0673.5%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,432,737$11,287 -0.3%33,7763.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,204,443$17,168 -0.4%4,6533.2%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,939,871$28,553 -0.7%32,5643.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,270,956$17,287 -0.5%15,7052.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,864,053$225,860 -7.3%13,6192.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,521,900$39,249 -1.5%15,4851.9%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$2,293,992$13,770 -0.6%22,3241.7%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,271,5200.0%50,8171.7%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,069,119$29,672 -1.4%25,6621.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2,033,186$19,054 -0.9%24,9691.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,007,291$43,868 -2.1%10,0211.5%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,879,390$10,358 -0.5%4,8991.4%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,811,300$4,819 -0.3%5,2621.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,751,490$4,870 0.3%9,7101.3%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,459,790$3,604 0.2%12,5581.1%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,417,9930.0%3,3721.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$1,341,171$10,744 -0.8%7,3651.0%Medical
CVB Financial Corp. stock logo
CVBF
CVB Financial
$1,249,7990.0%70,0560.9%Finance
Vanguard Mega Cap Growth Index Fund stock logo
MGK
Vanguard Mega Cap Growth Index Fund
$1,112,835$95,148 -7.9%3,8830.8%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,068,6970.0%4,2790.8%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,056,8490.0%1,4430.8%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$993,6050.0%11,7670.7%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$951,5720.0%7,4110.7%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$834,740$6,028 0.7%14,4020.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$832,083$17,559 -2.1%5,2600.6%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$822,5040.0%13,4440.6%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$808,673$31,546 -3.8%5,1270.6%Oils/Energy
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$732,775$23,366 -3.1%4,5160.6%Consumer Staples
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$729,757$537 0.1%2,7200.6%Industrial Products
Emerson Electric Co. stock logo
EMR
Emerson Electric
$703,312$113 0.0%6,2010.5%Industrial Products
PepsiCo, Inc. stock logo
PEP
PepsiCo
$700,798$17,502 -2.4%4,0040.5%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$651,879$7,329 1.1%1,7790.5%Industrial Products
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$642,582$72,047 -10.1%6,9300.5%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$616,976$11,233 -1.8%8,8430.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$614,947$9,631 -1.5%1,2770.5%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$612,066$3,835 -0.6%9,5770.5%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$584,155$13,215 2.3%4,7740.4%Consumer Discretionary
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$563,210$5,637 -1.0%5,0960.4%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$556,6580.0%3,2880.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$526,2110.0%3,4560.4%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$511,4260.0%6,1190.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$477,560$320,399 203.9%7,9370.4%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$465,7980.0%9690.4%ETF
ASML Holding stock logo
ASML
ASML
$458,0620.0%4720.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$405,372$14,415 -3.4%2,3060.3%Auto/Tires/Trucks
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$404,8630.0%2,1610.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$403,0310.0%8300.3%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$398,8610.0%1,4150.3%Retail/Wholesale
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$385,946$28,870 -7.0%5,0800.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$377,577$14,216 3.9%1,3280.3%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$362,2320.0%2,4000.3%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$350,8380.0%1,2970.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$329,6330.0%6270.2%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$326,6090.0%2,5250.2%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$326,388$16,848 -4.9%7,7490.2%ETF
General Electric stock logo
GE
General Electric
$317,0070.0%1,8060.2%Transportation
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$312,330$126 0.0%7,4440.2%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$302,5060.0%6,0610.2%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$295,1000.0%4540.2%Computer and Technology
Genelux Co. stock logo
GNLX
Genelux
$284,907$59,805 26.6%44,3090.2%Medical
Visa Inc. stock logo
V
Visa
$280,196$22,326 -7.4%1,0040.2%Business Services
Sempra stock logo
SRE
Sempra
$268,0700.0%3,7320.2%Utilities
Broadcom Inc. stock logo
AVGO
Broadcom
$261,1060.0%1970.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$260,2120.0%5260.2%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$259,268$3,496 -1.3%5,2650.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$255,346$12,392 5.1%4,1830.2%ETF
Tractor Supply stock logo
TSCO
Tractor Supply
$250,5940.0%9570.2%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$243,974$573 0.2%1,2780.2%Computer and Technology
Edison International stock logo
EIX
Edison International
$236,551$1,203 0.5%3,3440.2%Utilities
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$232,610$232,610 New Holding2990.2%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$230,978$230,978 New Holding1,1200.2%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$220,7270.0%4850.2%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$218,3410.0%1,9210.2%Medical
FlexShares Quality Dividend Index Fund stock logo
QDF
FlexShares Quality Dividend Index Fund
$217,833$70,985 -24.6%3,3050.2%ETF
ServisFirst Bancshares, Inc. stock logo
SFBS
ServisFirst Bancshares
$212,3520.0%3,2000.2%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$211,749$14,398 -6.4%3,4120.2%ETF
Lam Research Co. stock logo
LRCX
Lam Research
$203,058$203,058 New Holding2090.2%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$202,858$202,858 New Holding5100.2%Finance
The Boeing Company stock logo
BA
Boeing
$190,289$19,299 11.3%9860.1%Aerospace
iShares Transportation Average ETF stock logo
IYT
iShares Transportation Average ETF
$187,264$187,264 New Holding2,6600.1%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$182,848$182,848 New Holding3820.1%Aerospace
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$176,765$176,765 New Holding1,7160.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$175,214$175,214 New Holding6,3140.1%Medical
PulteGroup, Inc. stock logo
PHM
PulteGroup
$174,468$174,468 New Holding1,4460.1%Construction
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$167,558$167,558 New Holding9560.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$159,863$159,863 New Holding7500.1%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$158,513$158,513 New Holding2610.1%Consumer Discretionary
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$153,936$153,936 New Holding7530.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$149,776$149,776 New Holding5200.1%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$142,030$142,030 New Holding2,0290.1%Consumer Staples
Bank of America Co. stock logo
BAC
Bank of America
$131,431$131,431 New Holding3,4660.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$131,112$131,112 New Holding3890.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$130,943$130,943 New Holding8810.1%Transportation
Ford Motor stock logo
F
Ford Motor
$127,869$127,869 New Holding9,6290.1%Auto/Tires/Trucks
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$125,723$125,723 New Holding6730.1%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$119,580$119,580 New Holding3730.1%Computer and Technology
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$118,427$118,427 New Holding5400.1%Transportation
Duke Energy Co. stock logo
DUK
Duke Energy
$116,922$116,922 New Holding1,2090.1%Utilities
Honeywell International Inc. stock logo
HON
Honeywell International
$114,215$114,215 New Holding5560.1%Multi-Sector Conglomerates
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$111,920$111,920 New Holding2,6790.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$108,522$108,522 New Holding8810.1%ETF
BK OF AMERICA CORP 7.25CNV PFD L
$107,544$107,544 New Holding900.1%Convertible Preferred
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$105,785$105,785 New Holding1,1070.1%Medical
General Dynamics Co. stock logo
GD
General Dynamics
$105,086$105,086 New Holding3720.1%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$102,261$102,261 New Holding7750.1%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$96,416$96,416 New Holding1,0550.1%Retail/Wholesale
RTX Co. stock logo
RTX
RTX
$94,604$94,604 New Holding9700.1%Aerospace
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$94,198$94,198 New Holding1,0370.1%Utilities
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$85,365$85,365 New Holding4670.1%ETF
Shopify Inc. stock logo
SHOP
Shopify
$83,344$83,344 New Holding1,0800.1%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$83,080$83,080 New Holding1,5320.1%Medical
Nuveen Preferred & Income Opportunities Fund stock logo
JPC
Nuveen Preferred & Income Opportunities Fund
$82,8290.0%11,5200.1%Financial Services
Oracle Co. stock logo
ORCL
Oracle
$82,688$82,688 New Holding6580.1%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$79,553$79,553 New Holding2650.1%Business Services
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$78,492$78,492 New Holding2,6890.1%Transportation
Ferrari stock logo
RACE
Ferrari
$78,469$78,469 New Holding1800.1%Auto/Tires/Trucks
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$77,972$77,972 New Holding3060.1%Retail/Wholesale
Salesforce, Inc. stock logo
CRM
Salesforce
$76,199$76,199 New Holding2530.1%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$75,536$75,536 New Holding1,5050.1%Consumer Staples
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$72,984$72,984 New Holding4000.1%Medical
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$72,942$72,942 New Holding3,5930.1%ETF
Cummins Inc. stock logo
CMI
Cummins
$71,600$71,600 New Holding2430.1%Auto/Tires/Trucks
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$71,280$71,280 New Holding6370.1%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$70,933$70,933 New Holding3930.1%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$70,231$70,231 New Holding5200.1%Manufacturing
Pinnacle West Capital Co. stock logo
PNW
Pinnacle West Capital
$68,453$68,453 New Holding9160.1%Utilities
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$68,120$68,120 New Holding1,7480.1%Oils/Energy
Dominion Energy, Inc. stock logo
D
Dominion Energy
$67,095$67,095 New Holding1,3640.1%Utilities
Alaska Air Group, Inc. stock logo
ALK
Alaska Air Group
$65,388$65,388 New Holding1,5210.0%Transportation
Blackstone Inc. stock logo
BX
Blackstone
$63,978$63,978 New Holding4870.0%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$62,790$62,790 New Holding1,3650.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$62,432$62,432 New Holding1,6000.0%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$62,321$62,321 New Holding2470.0%Consumer Discretionary
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$62,052$62,052 New Holding1,0580.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$61,941$61,941 New Holding2480.0%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$61,828$61,828 New Holding2,1190.0%Oils/Energy
Vanguard Total Stock Market Index Fund ETF Shares stock logo
VTI
Vanguard Total Stock Market Index Fund ETF Shares
$61,596$61,596 New Holding2370.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$61,265$61,265 New Holding1,0160.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$60,000$60,000 New Holding1,4670.0%ETF
Banc of California, Inc. stock logo
BANC
Banc of California
$59,943$59,943 New Holding3,9410.0%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$58,473$58,473 New Holding6210.0%Finance
Target Co. stock logo
TGT
Target
$56,205$56,205 New Holding3170.0%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$55,695$55,695 New Holding3,1640.0%Computer and Technology
Devon Energy Co. stock logo
DVN
Devon Energy
$55,198$55,198 New Holding1,1000.0%Oils/Energy
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$51,644$51,644 New Holding4100.0%ETF
American Express stock logo
AXP
American Express
$51,230$51,230 New Holding2250.0%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$51,170$51,170 New Holding5420.0%ETF
Nucor Co. stock logo
NUE
Nucor
$50,465$50,465 New Holding2550.0%Basic Materials
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$48,205$48,205 New Holding4480.0%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$48,099$48,099 New Holding2090.0%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$47,547$47,547 New Holding2080.0%ETF
Adobe Inc. stock logo
ADBE
Adobe
$47,432$47,432 New Holding940.0%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$46,872$46,872 New Holding5420.0%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$46,189$46,189 New Holding2800.0%Computer and Technology
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$45,792$45,792 New Holding6000.0%Oils/Energy
National Fuel Gas stock logo
NFG
National Fuel Gas
$45,662$45,662 New Holding8500.0%Utilities
Intel Co. stock logo
INTC
Intel
$45,239$45,239 New Holding1,0240.0%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$45,155$45,155 New Holding400.0%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$44,897$44,897 New Holding4180.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$44,099$44,099 New Holding8790.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$43,748$43,748 New Holding7110.0%ETF
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$43,144$43,144 New Holding8000.0%Industrial Products
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$41,819$41,819 New Holding4600.0%Medical
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$41,013$41,013 New Holding1,1160.0%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$40,865$40,865 New Holding7030.0%Computer and Technology
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$40,497$40,497 New Holding2550.0%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$39,420$39,420 New Holding8700.0%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$38,965$38,965 New Holding1970.0%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$38,352$38,352 New Holding3000.0%Oils/Energy
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$37,975$37,975 New Holding3030.0%ETF
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$36,982$36,982 New Holding4510.0%Medical
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$36,841$36,841 New Holding1920.0%ETF
Main Street Capital Co. stock logo
MAIN
Main Street Capital
$34,505$34,505 New Holding7290.0%Finance
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$34,197$34,197 New Holding5260.0%Oils/Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$33,415$33,415 New Holding800.0%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$33,353$33,353 New Holding1000.0%Medical
Atkore Inc. stock logo
ATKR
Atkore
$33,313$33,313 New Holding1750.0%Industrial Products
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$33,310$33,310 New Holding5230.0%Basic Materials
DraftKings Inc. stock logo
DKNG
DraftKings
$33,149$33,149 New Holding7300.0%Consumer Discretionary
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$32,767$32,767 New Holding4380.0%ETF
Corteva, Inc. stock logo
CTVA
Corteva
$32,717$32,717 New Holding5670.0%Consumer Staples
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$31,753$31,753 New Holding1550.0%Business Services
Union Pacific Co. stock logo
UNP
Union Pacific
$30,987$30,987 New Holding1260.0%Transportation
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$30,950$30,950 New Holding5000.0%ETF
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$30,873$30,873 New Holding3110.0%Construction
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$30,804$30,804 New Holding530.0%Medical
NRG Energy, Inc. stock logo
NRG
NRG Energy
$30,528$30,528 New Holding4510.0%Utilities
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$30,228$30,228 New Holding1220.0%Computer and Technology
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$30,190$30,190 New Holding5000.0%Finance
PPG Industries, Inc. stock logo
PPG
PPG Industries
$28,980$28,980 New Holding2000.0%Basic Materials
FDEV
Fidelity International Multifactor ETF
$28,285$28,285 New Holding1,0280.0%ETF
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$28,138$28,138 New Holding3670.0%Basic Materials
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$27,346$27,346 New Holding4710.0%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$27,210$27,210 New Holding2000.0%Computer and Technology
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$26,946$26,946 New Holding1320.0%ETF
Medtronic plc stock logo
MDT
Medtronic
$26,755$26,755 New Holding3070.0%Medical
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$26,570$26,570 New Holding2560.0%ETF
BXMX
Nuveen S&P 500 Buy-Write Income Fund
$26,460$26,460 New Holding2,0000.0%Financial Services
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$25,940$25,940 New Holding1750.0%Basic Materials
ONEOK, Inc. stock logo
OKE
ONEOK
$25,815$25,815 New Holding3220.0%Oils/Energy
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$25,702$25,702 New Holding5270.0%Finance
General Motors stock logo
GM
General Motors
$25,215$25,215 New Holding5560.0%Auto/Tires/Trucks
Louisiana-Pacific Co. stock logo
LPX
Louisiana-Pacific
$25,173$25,173 New Holding3000.0%Construction
Eaton Co. plc stock logo
ETN
Eaton
$25,014$25,014 New Holding800.0%Industrial Products
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$24,554$24,554 New Holding2920.0%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$24,498$24,498 New Holding5650.0%ETF
Lexicon Pharmaceuticals, Inc. stock logo
LXRX
Lexicon Pharmaceuticals
$24,0000.0%10,0000.0%Medical
3M stock logo
MMM
3M
$23,972$23,972 New Holding2260.0%Multi-Sector Conglomerates
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$23,712$23,712 New Holding4700.0%ETF
American Tower Co. stock logo
AMT
American Tower
$23,711$23,711 New Holding1200.0%Finance
Truist Financial Co. stock logo
TFC
Truist Financial
$23,388$23,388 New Holding6000.0%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$23,097$23,097 New Holding3000.0%Computer and Technology
Albemarle Co. stock logo
ALB
Albemarle
$23,055$23,055 New Holding1750.0%Basic Materials
ServiceNow, Inc. stock logo
NOW
ServiceNow
$22,872$22,872 New Holding300.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$22,743$22,743 New Holding2420.0%Consumer Discretionary
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$22,400$22,400 New Holding950.0%ETF
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$22,353$22,353 New Holding2640.0%Retail/Wholesale
FIDELITY ENHANCED MID CAP ETF
$22,019$22,019 New Holding7210.0%ETF
The Kroger Co. stock logo
KR
Kroger
$21,709$21,709 New Holding3800.0%Retail/Wholesale
Dow Inc. stock logo
DOW
DOW
$21,260$21,260 New Holding3670.0%Basic Materials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$20,457$20,457 New Holding720.0%Computer and Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$20,288$20,288 New Holding820.0%ETF
Canadian National Railway stock logo
CNI
Canadian National Railway
$19,757$19,757 New Holding1500.0%Transportation
Baxter International Inc. stock logo
BAX
Baxter International
$19,447$19,447 New Holding4550.0%Medical
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$19,232$19,232 New Holding2200.0%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$18,967$18,967 New Holding530.0%Medical
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$18,685$18,685 New Holding690.0%ETF
Honda Motor Co., Ltd. stock logo
HMC
Honda Motor
$18,615$18,615 New Holding5000.0%Auto/Tires/Trucks
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$18,521$18,521 New Holding2550.0%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$18,256$18,256 New Holding1800.0%Retail/Wholesale
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$17,841$17,841 New Holding700.0%Transportation
Chesapeake Energy Co. stock logo
CHK
Chesapeake Energy
$17,766$17,766 New Holding2000.0%Oils/Energy
Commercial Metals stock logo
CMC
Commercial Metals
$17,631$17,631 New Holding3000.0%Basic Materials
ConocoPhillips stock logo
COP
ConocoPhillips
$17,462$17,462 New Holding1370.0%Oils/Energy
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$17,443$17,443 New Holding720.0%Basic Materials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$17,421$17,421 New Holding1000.0%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$17,303$17,303 New Holding330.0%ETF
The Allstate Co. stock logo
ALL
Allstate
$17,301$17,301 New Holding1000.0%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$16,994$16,994 New Holding1090.0%ETF
CVS Health Co. stock logo
CVS
CVS Health
$16,909$16,909 New Holding2120.0%Retail/Wholesale
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$16,909$16,909 New Holding9220.0%Oils/Energy
General Mills, Inc. stock logo
GIS
General Mills
$16,793$16,793 New Holding2400.0%Consumer Staples
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$16,600$16,600 New Holding1,5160.0%Auto/Tires/Trucks
Phillips 66 stock logo
PSX
Phillips 66
$16,334$16,334 New Holding1000.0%Oils/Energy
Moderna, Inc. stock logo
MRNA
Moderna
$16,197$16,197 New Holding1520.0%Medical
CHENIERE ENERGY INC COM NEW
$16,128$16,128 New Holding1000.0%Stock
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$16,125$16,125 New Holding9310.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$16,064$16,064 New Holding670.0%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$15,941$15,941 New Holding890.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$15,822$15,822 New Holding2410.0%ETF
LKQ Co. stock logo
LKQ
LKQ
$15,756$15,756 New Holding2950.0%Auto/Tires/Trucks
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$15,649$15,649 New Holding1000.0%Finance
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$15,633$15,633 New Holding3840.0%ETF
The Bank of Nova Scotia stock logo
BNS
Bank of Nova Scotia
$15,534$15,534 New Holding3000.0%Finance
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$15,262$15,262 New Holding1300.0%Finance
Signet Jewelers Limited stock logo
SIG
Signet Jewelers
$15,011$15,011 New Holding1500.0%Retail/Wholesale
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$14,775$14,775 New Holding1910.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$14,771$14,771 New Holding3260.0%ETF
Denison Mines Corp. stock logo
DNN
Denison Mines
$14,625$14,625 New Holding7,5000.0%Basic Materials
Invesco MSCI Sustainable Future ETF stock logo
ERTH
Invesco MSCI Sustainable Future ETF
$14,580$14,580 New Holding3450.0%ETF
Ares Capital Co. stock logo
ARCC
Ares Capital
$14,574$14,574 New Holding7000.0%Finance
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$14,468$14,468 New Holding2000.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$14,400$14,400 New Holding700.0%Finance
Block, Inc. stock logo
SQ
Block
$14,379$14,379 New Holding1700.0%Business Services
Appian Co. stock logo
APPN
Appian
$14,342$14,342 New Holding3590.0%Computer and Technology
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$14,340$14,340 New Holding550.0%ETF
PotlatchDeltic Co. stock logo
PCH
PotlatchDeltic
$14,106$14,106 New Holding3000.0%Construction
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$13,783$13,783 New Holding2810.0%ETF
Cloudflare, Inc. stock logo
NET
Cloudflare
$13,750$13,750 New Holding1420.0%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$13,140$13,140 New Holding1440.0%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$13,098$13,098 New Holding1460.0%Computer and Technology
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$12,928$12,928 New Holding800.0%Finance
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$12,917$12,917 New Holding1680.0%Consumer Staples
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$12,536$12,536 New Holding750.0%Retail/Wholesale
Paychex, Inc. stock logo
PAYX
Paychex
$12,526$12,526 New Holding1020.0%Business Services
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$12,331$12,331 New Holding2140.0%Finance
Deere & Company stock logo
DE
Deere & Company
$12,322$12,322 New Holding300.0%Industrial Products
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$12,105$12,105 New Holding1350.0%ETF
ANSYS, Inc. stock logo
ANSS
ANSYS
$11,803$11,803 New Holding340.0%Computer and Technology
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$11,438$11,438 New Holding2410.0%ETF
HP Inc. stock logo
HPQ
HP
$11,333$11,333 New Holding3750.0%Computer and Technology
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$11,152$11,152 New Holding4000.0%Oils/Energy
International Paper stock logo
IP
International Paper
$11,004$11,004 New Holding2820.0%Basic Materials
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$10,992$10,992 New Holding1750.0%Consumer Staples
iShares U.S. Oil & Gas Exploration & Production ETF stock logo
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
$10,697$10,697 New Holding1000.0%ETF
Comcast Co. stock logo
CMCSA
Comcast
$10,577$10,577 New Holding2440.0%Consumer Discretionary
Philip Morris International Inc. stock logo
PM
Philip Morris International
$10,445$10,445 New Holding1140.0%Consumer Staples
ATI Inc. stock logo
ATI
ATI
$10,234$10,234 New Holding2000.0%Basic Materials
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$10,119$10,119 New Holding450.0%Retail/Wholesale
The Hershey Company stock logo
HSY
Hershey
$9,920$9,920 New Holding510.0%Consumer Staples
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$9,874$9,874 New Holding910.0%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$9,815$9,815 New Holding2250.0%Consumer Staples
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$9,652$9,652 New Holding930.0%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$9,624$9,624 New Holding1330.0%Retail/Wholesale
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$9,573$9,573 New Holding740.0%Construction
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$9,475$9,475 New Holding460.0%Finance
Danaher Co. stock logo
DHR
Danaher
$9,240$9,240 New Holding370.0%Multi-Sector Conglomerates
DTE Energy stock logo
DTE
DTE Energy
$9,195$9,195 New Holding820.0%Utilities
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$8,972$8,972 New Holding1720.0%ETF
VICI Properties Inc. stock logo
VICI
VICI Properties
$8,937$8,937 New Holding3000.0%Finance
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$8,670$8,670 New Holding2000.0%Medical
Zscaler, Inc. stock logo
ZS
Zscaler
$8,476$8,476 New Holding440.0%Computer and Technology
BlackRock, Inc. stock logo
BLK
BlackRock
$8,337$8,337 New Holding100.0%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$8,299$8,299 New Holding490.0%ETF
Monster Beverage Co. stock logo
MNST
Monster Beverage
$8,181$8,181 New Holding1380.0%Consumer Staples
Vale S.A. stock logo
VALE
Vale
$8,167$8,167 New Holding6700.0%Basic Materials
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$8,102$8,102 New Holding1580.0%Manufacturing
Republic Services, Inc. stock logo
RSG
Republic Services
$7,849$7,849 New Holding410.0%Business Services
Dollar General Co. stock logo
DG
Dollar General
$7,803$7,803 New Holding500.0%Retail/Wholesale
GRAYSCALE BITCOIN TRUST
$7,770$7,770 New Holding1230.0%ETF
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$7,768$7,768 New Holding770.0%Finance
Accenture plc stock logo
ACN
Accenture
$7,625$7,625 New Holding220.0%Business Services
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$7,562$7,562 New Holding1510.0%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$7,513$7,513 New Holding1000.0%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$7,442$7,442 New Holding2090.0%ETF
CSX Co. stock logo
CSX
CSX
$7,414$7,414 New Holding2000.0%Transportation
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$7,368$7,368 New Holding1980.0%Finance
KLA Co. stock logo
KLAC
KLA
$6,986$6,986 New Holding100.0%Computer and Technology
American Airlines Group Inc. stock logo
AAL
American Airlines Group
$6,908$6,908 New Holding4500.0%Transportation
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$6,734$6,734 New Holding820.0%Utilities
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$6,628$6,628 New Holding250.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,628$6,628 New Holding830.0%Finance
Novartis AG stock logo
NVS
Novartis
$6,481$6,481 New Holding670.0%Medical
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$6,347$6,347 New Holding1320.0%ETF
Okta, Inc. stock logo
OKTA
Okta
$6,277$6,277 New Holding600.0%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$6,100$6,100 New Holding1240.0%ETF
Viatris Inc. stock logo
VTRS
Viatris
$5,803$5,803 New Holding4860.0%Medical
M/I Homes, Inc. stock logo
MHO
M/I Homes
$5,724$5,724 New Holding420.0%Construction
United Bankshares, Inc. stock logo
UBSI
United Bankshares
$5,655$5,655 New Holding1580.0%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$5,608$5,608 New Holding100.0%Computer and Technology
Shore Bancshares, Inc. stock logo
SHBI
Shore Bancshares
$5,279$5,279 New Holding4590.0%Finance
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$5,269$5,269 New Holding670.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$5,121$5,121 New Holding690.0%ETF
Ambarella, Inc. stock logo
AMBA
Ambarella
$5,077$5,077 New Holding1000.0%Computer and Technology
MasterBrand, Inc. stock logo
MBC
MasterBrand
$4,947$4,947 New Holding2640.0%Consumer Discretionary
Futu Holdings Limited stock logo
FUTU
Futu
$4,874$4,874 New Holding900.0%Business Services
Crown Castle Inc. stock logo
CCI
Crown Castle
$4,868$4,868 New Holding460.0%Finance
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$4,833$4,833 New Holding1000.0%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$4,702$4,702 New Holding190.0%Medical
PPL Co. stock logo
PPL
PPL
$4,542$4,542 New Holding1650.0%Utilities
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$4,536$4,536 New Holding30.0%Retail/Wholesale
Invesco S&P 500 Pure Value ETF stock logo
RPV
Invesco S&P 500 Pure Value ETF
$4,510$4,510 New Holding510.0%ETF
Flaherty & Crumrine Preferred Securities Income Fund Inc. stock logo
FFC
Flaherty & Crumrine Preferred Securities Income Fund
$4,455$4,455 New Holding3000.0%Financial Services
Novanta Inc. stock logo
NOVT
Novanta
$4,369$4,369 New Holding250.0%Computer and Technology
Longboard Pharmaceuticals, Inc. stock logo
LBPH
Longboard Pharmaceuticals
$4,320$4,320 New Holding2000.0%Medical
Textron Inc. stock logo
TXT
Textron
$4,317$4,317 New Holding450.0%Aerospace
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$4,246$4,246 New Holding780.0%ETF
BP p.l.c. stock logo
BP
BP
$4,107$4,107 New Holding1090.0%Oils/Energy
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$4,079$4,079 New Holding280.0%Transportation
Qorvo, Inc. stock logo
QRVO
Qorvo
$4,019$4,019 New Holding350.0%Computer and Technology
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$3,916$3,916 New Holding1320.0%Consumer Staples
Tri Pointe Homes, Inc. stock logo
TPH
Tri Pointe Homes
$3,905$3,905 New Holding1010.0%Construction
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$3,900$3,900 New Holding450.0%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$3,716$3,716 New Holding940.0%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$3,628$3,628 New Holding10.0%Retail/Wholesale
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$3,623$3,623 New Holding190.0%Manufacturing
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$3,605$3,605 New Holding760.0%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,546$3,546 New Holding240.0%ETF
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$3,477$3,477 New Holding280.0%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,428$3,428 New Holding210.0%Computer and Technology
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$3,387$3,387 New Holding3880.0%Consumer Discretionary
Nokia Oyj stock logo
NOK
Nokia Oyj
$3,377$3,377 New Holding9540.0%Computer and Technology
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$3,323$3,323 New Holding350.0%Industrial Products
FirstEnergy Corp. stock logo
FE
FirstEnergy
$3,321$3,321 New Holding860.0%Utilities
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$3,171$3,171 New Holding160.0%Oils/Energy
Lamb Weston Holdings, Inc. stock logo
LW
Lamb Weston
$3,166$3,166 New Holding300.0%Consumer Staples
Capital One Financial Co. stock logo
COF
Capital One Financial
$3,127$3,127 New Holding210.0%Finance
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$3,018$3,018 New Holding130.0%Retail/Wholesale
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$2,989$2,989 New Holding110.0%Consumer Staples
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$2,984$2,984 New Holding350.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$2,937$2,937 New Holding1290.0%ETF
Insulet Co. stock logo
PODD
Insulet
$2,914$2,914 New Holding170.0%Medical
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$2,807$2,807 New Holding330.0%ETF
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$2,804$2,804 New Holding1010.0%ETF
Invesco S&P MidCap Low Volatility ETF stock logo
XMLV
Invesco S&P MidCap Low Volatility ETF
$2,651$2,651 New Holding470.0%ETF
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$2,640$2,640 New Holding200.0%Medical
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$2,630$2,630 New Holding160.0%ETF
ARCADIUM LITHIUM PLC COM SHS
$2,590$2,590 New Holding6010.0%Stock
CME Group Inc. stock logo
CME
CME Group
$2,583$2,583 New Holding120.0%Finance
DT Midstream, Inc. stock logo
DTM
DT Midstream
$2,505$2,505 New Holding410.0%Oils/Energy
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$2,375$2,375 New Holding430.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,207$2,207 New Holding120.0%Finance
Lemonade, Inc. stock logo
LMND
Lemonade
$2,166$2,166 New Holding1320.0%Finance
Ameren Co. stock logo
AEE
Ameren
$2,145$2,145 New Holding290.0%Utilities
Discover Financial Services stock logo
DFS
Discover Financial Services
$1,966$1,966 New Holding150.0%Finance
CMS Energy Co. stock logo
CMS
CMS Energy
$1,871$1,871 New Holding310.0%Utilities
Two Harbors Investment Corp. stock logo
TWO
Two Harbors Investment
$1,867$1,867 New Holding1410.0%Finance
Zions Bancorporation, National Association stock logo
ZION
Zions Bancorporation, National Association
$1,866$1,866 New Holding430.0%Finance
MetLife, Inc. stock logo
MET
MetLife
$1,853$1,853 New Holding250.0%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,826$1,826 New Holding160.0%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$1,673$1,673 New Holding140.0%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,633$1,633 New Holding200.0%ETF
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$1,632$1,632 New Holding750.0%Business Services
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$1,611$1,611 New Holding700.0%Business Services
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,527$1,527 New Holding200.0%ETF
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$1,506$1,506 New Holding410.0%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$1,483$1,483 New Holding110.0%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,410$1,410 New Holding140.0%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$1,230$1,230 New Holding130.0%ETF
Frontline plc stock logo
FRO
Frontline
$1,169$1,169 New Holding500.0%Transportation
AGENUS INC COM NEW
$1,160$1,160 New Holding2,0000.0%Stock
Alcon Inc. stock logo
ALC
Alcon
$1,083$1,083 New Holding130.0%Medical
Snap Inc. stock logo
SNAP
Snap
$1,068$1,068 New Holding930.0%Computer and Technology
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$1,023$1,023 New Holding100.0%Basic Materials
VERALTO CORP COM SHS
$975$975 New Holding110.0%Stock
Pan American Silver Corp. stock logo
PAAS
Pan American Silver
$860$860 New Holding570.0%Basic Materials
Avanos Medical, Inc. stock logo
AVNS
Avanos Medical
$796$796 New Holding400.0%Medical
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$774$774 New Holding70.0%ETF
Clearfield, Inc. stock logo
CLFD
Clearfield
$771$771 New Holding250.0%Computer and Technology
Upstart Holdings, Inc. stock logo
UPST
Upstart
$726$726 New Holding270.0%Computer and Technology
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$721$721 New Holding250.0%ETF
Piedmont Lithium Inc. stock logo
PLL
Piedmont Lithium
$706$706 New Holding530.0%Basic Materials
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$650$650 New Holding70.0%ETF
Organon & Co. stock logo
OGN
Organon & Co.
$639$639 New Holding340.0%Medical
Sprinklr, Inc. stock logo
CXM
Sprinklr
$614$614 New Holding500.0%Business Services
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$517$517 New Holding140.0%Consumer Staples
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$513$513 New Holding180.0%Utilities
Sylvamo Co. stock logo
SLVM
Sylvamo
$432$432 New Holding70.0%Basic Materials
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$417$417 New Holding170.0%ETF
HEICO Co. stock logo
HEI
HEICO
$382$382 New Holding20.0%Aerospace
10x Genomics, Inc. stock logo
TXG
10x Genomics
$375$375 New Holding100.0%Medical
Hertz Global Holdings, Inc. stock logo
HTZWW
Hertz Global
$360$360 New Holding810.0%Industrials
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
$226$226 New Holding110.0%Consumer Staples
CANOPY GROWTH CORP COM NEW
$224$224 New Holding260.0%Stock
3D Systems Co. stock logo
DDD
3D Systems
$164$164 New Holding370.0%Computer and Technology
Granite Point Mortgage Trust Inc. stock logo
GPMT
Granite Point Mortgage Trust
$148$148 New Holding310.0%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$134$134 New Holding20.0%Computer and Technology
Galera Therapeutics, Inc. stock logo
GRTX
Galera Therapeutics
$122$122 New Holding8700.0%Medical
Hertz Global Holdings, Inc stock logo
HTZ
Hertz Global
$86$86 New Holding110.0%Transportation
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$58$58 New Holding10.0%ETF
Tilray Inc stock logo
TLRY
Tilray
$52$52 New Holding210.0%Consumer Staples
ZimVie Inc. stock logo
ZIMV
ZimVie
$33$33 New Holding20.0%Medical
AURORA CANNABIS INC COM
$26$26 New Holding60.0%Stock
MiNK Therapeutics, Inc. stock logo
INKT
MiNK Therapeutics
$25$25 New Holding280.0%Medical
First Republic Bank stock logo
FRCB
First Republic Bank
$8$8 New Holding2000.0%Finance
CHINA NORTH EAST PETE HLDGS LTD
$0New Holding2,0000.0%Stock

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