Stephens Consulting, LLC Top Holdings and 13F Report (2024)

About Stephens Consulting, LLC

Investment Activity

  • Stephens Consulting, LLC has $325.93 million in total holdings as of March 31, 2024.
  • Stephens Consulting, LLC owns shares of 475 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 6.15% of the portfolio was purchased this quarter.
  • About 2.66% of the portfolio was sold this quarter.
  • This quarter, Stephens Consulting, LLC has purchased 485 new stocks and bought additional shares in 57 stocks.
  • Stephens Consulting, LLC sold shares of 91 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$30,525,837

Largest New Holdings this Quarter

Agnico Eagle Mines
$29,825 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
137,023 shares (about $9.95M)
JPMorgan Municipal ETF
127,738 shares (about $6.48M)
iShares Core S&P Mid-Cap ETF
10,548 shares (about $640.69K)
Alpha Architect 1-3 Month Box ETF
5,213 shares (about $554.98K)
iShares Core MSCI EAFE ETF
4,247 shares (about $315.21K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
4,339 shares (about $2.09M)
Vanguard Mid-Cap ETF
4,300 shares (about $1.07M)
Vanguard Value ETF
4,654 shares (about $757.95K)
iShares Core S&P 500 ETF
857 shares (about $450.52K)
Invesco QQQ
699 shares (about $310.37K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStephens Consulting, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$61,443,532$2,085,757 -3.3%127,82118.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$35,933,507$1,074,395 -2.9%143,81511.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$31,096,439$9,951,973 47.1%428,1499.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$30,525,837$757,951 -2.4%187,4369.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$19,683,653$315,212 1.6%265,2076.0%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$16,912,249$143,189 -0.8%180,4745.2%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$13,420,318$6,481,423 93.4%264,4924.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$8,788,851$48,958 0.6%81,6812.7%ETF
iShares iBonds Dec 2024 Term Treasury ETF stock logo
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
$8,507,726$179,837 -2.1%355,3772.6%Manufacturing
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$7,987,607$161,518 -2.0%125,3152.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,815,789$169,890 -2.4%16,2082.1%Finance
Raymond James stock logo
RJF
Raymond James
$5,217,743$771 0.0%40,6301.6%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,906,869$310,370 -5.9%11,0511.5%Finance
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$3,682,235$43,147 1.2%39,5131.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,550,456$88,007 2.5%15,5321.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,389,254$307,210 -8.3%3,7511.0%Computer and Technology
Alpha Architect Freedom 100 Emerging Market ETF stock logo
FRDM
Alpha Architect Freedom 100 Emerging Market ETF
$2,666,606$52,349 -1.9%79,0570.8%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$2,651,813$554,976 26.5%24,9090.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,448,2940.0%7,2640.8%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$2,347,037$154,774 -6.2%25,5670.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,244,455$264,931 -10.6%13,0890.7%Computer and Technology
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$2,192,997$24,806 1.1%54,4570.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,958,047$10,097 -0.5%4,6540.6%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,734,768$33,043 -1.9%5,0400.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,582,623$21,423 -1.3%31,5450.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,578,328$17,826 -1.1%7,8800.5%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,475,517$99,755 -6.3%19,5690.5%ETF
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$1,445,0840.0%27,9950.4%Consumer Staples
Brown-Forman Co. stock logo
BF.A
Brown-Forman
$1,243,9830.0%23,4940.4%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,113,427$450,523 -28.8%2,1180.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,086,1700.0%6,4130.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,078,1360.0%6,5600.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$994,655$32,221 -3.1%10,1560.3%Finance
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$827,6920.0%4,7220.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$824,696$14,191 -1.7%10,2280.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$801,160$640,685 399.2%13,1900.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$786,136$573 0.1%4,1170.2%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$740,185$49,604 -6.3%6,1180.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$671,350$3,653 -0.5%3,6760.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$661,074$3,019 0.5%4,3800.2%Computer and Technology
LINDE PLC
$656,0850.0%1,4130.2%SHS
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$594,346$74,985 -11.2%3,7570.2%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$581,982$81,259 -12.3%2,8290.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$575,808$52,855 -8.4%3,2900.2%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$541,4700.0%3,0000.2%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$496,894$6,108 -1.2%6,4270.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$481,3380.0%3,8320.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$477,102$87,115 -15.4%2,9410.1%Consumer Staples
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$466,734$161,410 52.9%2,2410.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$454,135$2,878 0.6%2,3670.1%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$451,607$19,144 -4.1%2,3590.1%Business Services
DTE Energy stock logo
DTE
DTE Energy
$430,842$17,382 -3.9%3,8420.1%Utilities
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$428,8020.0%5,5790.1%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$420,217$190,801 -31.2%8,8580.1%Manufacturing
Stryker Co. stock logo
SYK
Stryker
$411,375$56,877 -12.1%1,1500.1%Medical
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$405,980$2,238 0.6%5,0800.1%Manufacturing
TCW Transform 500 ETF stock logo
VOTE
TCW Transform 500 ETF
$398,073$40,487 11.3%6,4990.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$395,2050.0%1,3900.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$384,772$253,486 193.1%6,3950.1%Retail/Wholesale
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$375,489$1,268 -0.3%5,0340.1%Basic Materials
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$370,599$241,063 186.1%16,3190.1%Manufacturing
Altria Group, Inc. stock logo
MO
Altria Group
$364,947$32,150 -8.1%8,3660.1%Consumer Staples
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$361,547$58,701 -14.0%1,0840.1%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$325,5900.0%8490.1%Retail/Wholesale
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$322,7970.0%2,7540.1%Manufacturing
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$321,220$34,412 -9.7%2,7630.1%Oils/Energy
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$316,096$127,971 68.0%5,4440.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$314,372$3,279 -1.0%1,7260.1%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$293,7260.0%4,0590.1%Retail/Wholesale
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$284,141$12,183 4.5%8,8160.1%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$283,919$39,684 -12.3%1,5740.1%Retail/Wholesale
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$267,843$256,801 2,325.6%2,0860.1%Medical
Avery Dennison Co. stock logo
AVY
Avery Dennison
$233,2970.0%1,0450.1%Industrial Products
Masco Co. stock logo
MAS
Masco
$230,6110.0%2,9240.1%Construction
CMS Energy Co. stock logo
CMS
CMS Energy
$226,4290.0%3,7530.1%Utilities
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$224,557$29,267 -11.5%1,2890.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$222,714$489 -0.2%1,8200.1%Consumer Discretionary
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$219,178$670 0.3%15,7120.1%Finance
ALPS O'Shares U.S. Quality Dividend ETF stock logo
OUSA
ALPS O'Shares U.S. Quality Dividend ETF
$211,671$49 0.0%4,2840.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$209,801$8,709 -4.0%1,5900.1%Medical
Ford Motor stock logo
F
Ford Motor
$207,681$4,183 -2.0%15,6390.1%Auto/Tires/Trucks
Caterpillar Inc. stock logo
CAT
Caterpillar
$201,8210.0%5510.1%Industrial Products
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$199,111$47,708 -19.3%1,7320.1%Manufacturing
Dow Inc. stock logo
DOW
DOW
$182,596$81,102 79.9%3,1520.1%Basic Materials
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$179,894$565 0.3%3,5030.1%Manufacturing
RPM International Inc. stock logo
RPM
RPM International
$179,1390.0%1,5060.1%Construction
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$176,4380.0%1,1110.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$172,8210.0%1,7870.1%Utilities
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$172,1690.0%2350.1%Retail/Wholesale
The Southern Company stock logo
SO
Southern
$170,6700.0%2,3790.1%Utilities
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$167,491$14,051 -7.7%8940.1%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$165,766$64,784 -28.1%3,6360.1%Manufacturing
3M stock logo
MMM
3M
$156,772$106,070 209.2%1,4780.0%Multi-Sector Conglomerates
The Coca-Cola Company stock logo
KO
Coca-Cola
$156,009$12,236 -7.3%2,5500.0%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$152,7370.0%2920.0%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$151,6280.0%2,7960.0%Medical
Deere & Company stock logo
DE
Deere & Company
$149,921$41,074 37.7%3650.0%Industrial Products
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$147,178$2,615 1.8%2,1390.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$146,351$74,422 103.5%1,1150.0%ETF
Ryanair Holdings plc stock logo
RYAAY
Ryanair
$145,5900.0%1,0000.0%Transportation
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$145,510$20,848 -12.5%3,0920.0%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$143,5980.0%3000.0%Aerospace
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$140,271$47,949 -25.5%6670.0%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$137,584$84 0.1%1,6460.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$131,6290.0%5490.0%ETF
Blackstone Inc. stock logo
BX
Blackstone
$131,3700.0%1,0000.0%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$131,1330.0%2,1130.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$130,634$449 0.3%2,6170.0%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$130,010$398 0.3%3270.0%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$126,4470.0%5110.0%Medical
DT Midstream, Inc. stock logo
DTM
DT Midstream
$125,8050.0%2,0590.0%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$124,340$564 -0.5%4410.0%Retail/Wholesale
Ingredion Incorporated stock logo
INGR
Ingredion
$116,8500.0%1,0000.0%Consumer Staples
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$116,8300.0%2,7810.0%Finance
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$115,482$81,478 239.6%8830.0%ETF
iShares ESG Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Screened S&P Mid-Cap ETF
$115,437$115,437 New Holding2,8100.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$114,5010.0%2,2190.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$114,121$520 -0.5%4390.0%ETF
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
$109,0380.0%5,6350.0%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$108,6280.0%5,9230.0%Oils/Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$106,830$27,303 -20.4%1,1660.0%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$106,5810.0%1370.0%Medical
Analog Devices, Inc. stock logo
ADI
Analog Devices
$105,2250.0%5320.0%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$101,399$33,050 -24.6%3,6540.0%Medical
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$97,8570.0%1,0820.0%Manufacturing
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$95,0600.0%1,9730.0%Manufacturing
Polaris Inc. stock logo
PII
Polaris
$91,1100.0%9100.0%Auto/Tires/Trucks
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$87,3330.0%1,3370.0%Industrial Products
iShares MSCI USA Small-Cap Min Vol Factor ETF stock logo
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
$87,196$37 0.0%2,3280.0%ETF
Domino's Pizza, Inc. stock logo
DPZ
Domino's Pizza
$86,4580.0%1740.0%Retail/Wholesale
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$86,4010.0%3390.0%Transportation
Elevance Health, Inc. stock logo
ELV
Elevance Health
$85,0410.0%1640.0%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$81,454$10,610 15.0%7370.0%ETF
Owens & Minor, Inc. stock logo
OMI
Owens & Minor
$79,8790.0%2,8830.0%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$79,6430.0%9250.0%Utilities
Intel Co. stock logo
INTC
Intel
$78,345$7,817 11.1%1,7740.0%Computer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$78,0290.0%7080.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$77,693$971 -1.2%1600.0%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$77,492$961 -1.2%1,8550.0%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$76,6950.0%8550.0%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$76,213$3,987 -5.0%9940.0%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$75,8860.0%8860.0%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$74,370$3,981 -5.1%3,2690.0%ETF
Onsemi stock logo
ON
Onsemi
$73,5500.0%1,0000.0%Computer and Technology
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$72,2680.0%3,1780.0%Basic Materials
Chevron Co. stock logo
CVX
Chevron
$71,7720.0%4550.0%Oils/Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$70,7370.0%3430.0%Computer and Technology
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
$69,981$918 1.3%2,3630.0%Finance
Target Co. stock logo
TGT
Target
$69,644$354 -0.5%3930.0%Retail/Wholesale
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$69,325$11,092 -13.8%5000.0%Retail/Wholesale
CVS Health Co. stock logo
CVS
CVS Health
$69,180$16,038 -18.8%8670.0%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$67,6880.0%1,7850.0%Finance
Visa Inc. stock logo
V
Visa
$67,4160.0%2420.0%Business Services
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$66,2800.0%2500.0%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$65,480$114 0.2%5740.0%ETF
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$62,5750.0%7250.0%Finance
Eaton Co. plc stock logo
ETN
Eaton
$62,5360.0%2000.0%Industrial Products
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$62,374$6,599 -9.6%5860.0%ETF
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$62,3670.0%1120.0%Industrial Products
Honeywell International Inc. stock logo
HON
Honeywell International
$60,827$205 0.3%2960.0%Multi-Sector Conglomerates
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$60,8000.0%7930.0%Basic Materials
Truist Financial Co. stock logo
TFC
Truist Financial
$60,6140.0%1,5550.0%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$60,259$8,387 -12.2%7400.0%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$60,1860.0%1,2800.0%Basic Materials
NIKE, Inc. stock logo
NKE
NIKE
$60,148$4,699 -7.2%6400.0%Consumer Discretionary
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$59,640$42,980 -41.9%8520.0%Consumer Staples
American Express stock logo
AXP
American Express
$58,7450.0%2580.0%Finance
Moderna, Inc. stock logo
MRNA
Moderna
$58,182$4,902 9.2%5460.0%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$57,5280.0%1,3710.0%Computer and Technology
Sirius XM Holdings Inc. stock logo
SIRI
Sirius XM
$57,2300.0%14,7500.0%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$56,781$176,320 -75.6%3230.0%Auto/Tires/Trucks
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
$53,9310.0%3000.0%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$53,7890.0%3450.0%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$52,6680.0%7200.0%ETF
AstraZeneca PLC stock logo
AZN
AstraZeneca
$51,146$8,603 -14.4%7550.0%Medical
Union Pacific Co. stock logo
UNP
Union Pacific
$50,9650.0%2070.0%Transportation
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$50,901$5,704 -10.1%5890.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$50,5510.0%3320.0%Computer and Technology
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$49,6940.0%4230.0%Finance
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$48,4810.0%7360.0%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$48,480$48,480 New Holding3000.0%Finance
FirstEnergy Corp. stock logo
FE
FirstEnergy
$48,1210.0%1,2460.0%Utilities
AT&T Inc. stock logo
T
AT&T
$46,2660.0%2,6290.0%Computer and Technology
BioNTech SE stock logo
BNTX
BioNTech
$46,1250.0%5000.0%Medical
Discover Financial Services stock logo
DFS
Discover Financial Services
$45,8820.0%3500.0%Finance
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$45,045$99 0.2%4540.0%ETF
Hillenbrand, Inc. stock logo
HI
Hillenbrand
$44,3350.0%8820.0%Industrial Products
Corteva, Inc. stock logo
CTVA
Corteva
$43,3110.0%7510.0%Consumer Staples
Antero Midstream Co. stock logo
AM
Antero Midstream
$42,819$773 1.8%3,0450.0%Oils/Energy
United Airlines Holdings, Inc. stock logo
UAL
United Airlines
$42,4220.0%8860.0%Transportation
Comcast Co. stock logo
CMCSA
Comcast
$42,1440.0%9720.0%Consumer Discretionary
Enbridge Inc. stock logo
ENB
Enbridge
$42,0050.0%1,1610.0%Oils/Energy
Lam Research Co. stock logo
LRCX
Lam Research
$41,7780.0%430.0%Computer and Technology
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$39,9450.0%3000.0%Retail/Wholesale
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$39,1280.0%5960.0%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$38,944$223 0.6%1,5700.0%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$38,900$215 0.6%1,6310.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$37,663$19,680 -34.3%5550.0%Manufacturing
General Mills, Inc. stock logo
GIS
General Mills
$36,8050.0%5260.0%Consumer Staples
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$36,472$4,030 12.4%1810.0%Oils/Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$35,969$4,553 -11.2%3160.0%Medical
Dollar General Co. stock logo
DG
Dollar General
$35,7960.0%2290.0%Retail/Wholesale
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$35,643$52,838 -59.7%1990.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$35,5930.0%3770.0%ETF
Genuine Parts stock logo
GPC
Genuine Parts
$35,170$30,987 740.7%2270.0%Auto/Tires/Trucks
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$34,058$238 0.7%1,4310.0%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$33,692$7,156 -17.5%5320.0%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$33,489$6,647 -16.6%5240.0%Utilities
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$33,145$29,726 869.6%2230.0%Transportation
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$32,6010.0%1,3090.0%ETF
RTX Co. stock logo
RTX
RTX
$32,5760.0%3340.0%Aerospace
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$32,2220.0%3330.0%Business Services
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$31,9300.0%6670.0%Transportation
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$31,9240.0%6940.0%ETF
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$31,851$3,105 -8.9%6360.0%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$31,4930.0%2850.0%ETF
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$31,0640.0%1,3500.0%Business Services
First Trust Industrials/Producer Durables AlphaDEX Fund stock logo
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
$30,678$10,372 -25.3%4200.0%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$30,451$11,278 58.8%5400.0%Manufacturing
Li Auto Inc. stock logo
LI
Li Auto
$30,2800.0%1,0000.0%Auto/Tires/Trucks
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$30,060$205 0.7%2930.0%ETF
Strive U.S. Energy ETF stock logo
DRLL
Strive U.S. Energy ETF
$29,9640.0%9570.0%ETF
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$29,825$29,825 New Holding5000.0%Basic Materials
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$29,180$29,180 New Holding1,0000.0%Oils/Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$27,4880.0%1100.0%Business Services
Constellation Energy Co. stock logo
CEG
Constellation Energy
$26,9890.0%1460.0%Oils/Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$26,5090.0%200.0%Computer and Technology
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$26,3960.0%2000.0%Medical
BP p.l.c. stock logo
BP
BP
$25,8110.0%6850.0%Oils/Energy
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$25,3370.0%6900.0%ETF
General Electric stock logo
GE
General Electric
$25,101$65,824 -72.4%1430.0%Transportation
Mastercard Incorporated stock logo
MA
Mastercard
$24,5970.0%510.0%Business Services
Kimbell Royalty Partners, LP stock logo
KRP
Kimbell Royalty Partners
$23,2800.0%1,5000.0%Oils/Energy
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$23,208$7,823 -25.2%890.0%ETF
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$22,6700.0%4810.0%Basic Materials
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$22,435$102 0.5%2210.0%ETF
Summit Materials, Inc. stock logo
SUM
Summit Materials
$22,2850.0%5000.0%Construction
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$21,8180.0%3720.0%ETF
Phillips 66 stock logo
PSX
Phillips 66
$21,7250.0%1330.0%Oils/Energy
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$21,6060.0%1500.0%Finance
Aflac Incorporated stock logo
AFL
Aflac
$21,4650.0%2500.0%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$21,3440.0%5470.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$20,5760.0%3550.0%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$20,4700.0%450.0%Aerospace
The Boeing Company stock logo
BA
Boeing
$20,4570.0%1060.0%Aerospace
Fortinet, Inc. stock logo
FTNT
Fortinet
$20,1520.0%2950.0%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$20,1330.0%2480.0%Consumer Staples
Shell plc stock logo
SHEL
Shell
$20,1120.0%3000.0%Oils/Energy
TopBuild Corp. stock logo
BLD
TopBuild
$20,0990.0%460.0%Construction
John Hancock Multifactor Developed International ETF stock logo
JHMD
John Hancock Multifactor Developed International ETF
$20,062$20,062 New Holding5810.0%ETF
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$19,8950.0%5000.0%Retail/Wholesale
Nucor Co. stock logo
NUE
Nucor
$19,7900.0%1000.0%Basic Materials
AMPLIFY ETF TR
$19,298$19,298 New Holding3010.0%AMPLIFY CYBERSEC
Lucid Group, Inc. stock logo
LCID
Lucid Group
$19,2810.0%6,7650.0%Auto/Tires/Trucks
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$19,1050.0%750.0%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$19,092$38,184 -66.7%1500.0%Oils/Energy
Danaher Co. stock logo
DHR
Danaher
$18,7290.0%750.0%Multi-Sector Conglomerates
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$18,7240.0%2280.0%Utilities
CarMax, Inc. stock logo
KMX
CarMax
$18,2940.0%2100.0%Retail/Wholesale
iShares iBonds Dec 2024 Term Muni Bond ETF stock logo
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
$18,0880.0%6970.0%ETF
MiMedx Group, Inc. stock logo
MDXG
MiMedx Group
$17,7100.0%2,3000.0%Medical
First Trust Consumer Staples AlphaDEX Fund stock logo
FXG
First Trust Consumer Staples AlphaDEX Fund
$17,263$10,344 -37.5%2520.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$17,2410.0%1460.0%Computer and Technology
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$17,1420.0%3280.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$17,0480.0%600.0%Computer and Technology
Eaton Vance Tax-Managed Diversified Equity Income Fund stock logo
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
$16,9680.0%1,2700.0%Financial Services
WD-40 stock logo
WDFC
WD-40
$16,8530.0%670.0%Consumer Staples
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$16,8260.0%300.0%Computer and Technology
Barrick Gold Corp stock logo
GOLD
Barrick Gold
$16,6400.0%1,0000.0%Basic Materials
Beyond Meat, Inc. stock logo
BYND
Beyond Meat
$16,5600.0%2,0000.0%Consumer Staples
Exelon Co. stock logo
EXC
Exelon
$16,4940.0%4390.0%Utilities
VanEck Video Gaming and eSports ETF stock logo
ESPO
VanEck Video Gaming and eSports ETF
$16,006$31,262 -66.1%2560.0%Manufacturing
Energy Transfer LP stock logo
ET
Energy Transfer
$15,7300.0%1,0000.0%Oils/Energy
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$15,4420.0%2590.0%Manufacturing
Dover Co. stock logo
DOV
Dover
$15,4160.0%870.0%Industrial Products
Comerica Incorporated stock logo
CMA
Comerica
$15,3980.0%2800.0%Finance
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$15,2650.0%5280.0%Manufacturing
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$15,2370.0%900.0%Computer and Technology
Capital One Financial Co. stock logo
COF
Capital One Financial
$15,0080.0%1010.0%Finance
Range Resources Co. stock logo
RRC
Range Resources
$14,8050.0%4300.0%Oils/Energy
Cencora, Inc. stock logo
COR
Cencora
$14,5800.0%600.0%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$14,531$13,950 -49.0%250.0%Medical
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$13,9080.0%4670.0%ETF
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$13,808$14,261 -50.8%2440.0%ETF
Achieve Life Sciences, Inc. stock logo
ACHV
Achieve Life Sciences
$13,6350.0%3,0000.0%Medical
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$12,9980.0%2000.0%Oils/Energy
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$12,8530.0%1180.0%Finance
iShares S&P GSCI Commodity-Indexed Trust stock logo
GSG
iShares S&P GSCI Commodity-Indexed Trust
$12,7950.0%5800.0%Finance
Avantor, Inc. stock logo
AVTR
Avantor
$12,7850.0%5000.0%Medical
FIDELITY WISE ORIGIN BITCOIN
$12,412$12,412 New Holding2000.0%SHS
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$12,4100.0%1360.0%ETF
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$12,3110.0%790.0%Business Services
Medtronic plc stock logo
MDT
Medtronic
$12,2010.0%1400.0%Medical
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$12,1570.0%1600.0%ETF
First Solar, Inc. stock logo
FSLR
First Solar
$11,8160.0%700.0%Oils/Energy
Morgan Stanley stock logo
MS
Morgan Stanley
$11,7700.0%1250.0%Finance
Zevra Therapeutics, Inc. stock logo
ZVRA
Zevra Therapeutics
$11,6000.0%2,0000.0%Medical
BHP Group Limited stock logo
BHP
BHP Group
$11,5380.0%2000.0%Basic Materials
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$11,4900.0%1440.0%Finance
Agree Realty Co. stock logo
ADC
Agree Realty
$11,4240.0%2000.0%Finance
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$11,3600.0%320.0%Computer and Technology
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$11,290$76 0.7%1490.0%ETF
The Hershey Company stock logo
HSY
Hershey
$11,0870.0%570.0%Consumer Staples
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$10,9230.0%500.0%Medical
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$10,8320.0%5680.0%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$10,6470.0%900.0%ETF
Post Holdings, Inc. stock logo
POST
Post
$10,6280.0%1000.0%Consumer Staples
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$10,5720.0%190.0%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$10,4310.0%1000.0%Consumer Staples
NNN REIT, Inc. stock logo
NNN
NNN REIT
$10,2580.0%2400.0%Finance
ALPS Sector Dividend Dogs ETF stock logo
SDOG
ALPS Sector Dividend Dogs ETF
$10,2510.0%1900.0%ETF
Roundhill Sports Betting & iGaming ETF stock logo
BETZ
Roundhill Sports Betting & iGaming ETF
$10,0560.0%5630.0%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$10,047$146 1.5%2750.0%ETF
BlackRock, Inc. stock logo
BLK
BlackRock
$10,0050.0%120.0%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$9,9040.0%420.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$9,8940.0%200.0%Medical
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$9,8480.0%4540.0%Retail/Wholesale
BXMX
Nuveen S&P 500 Buy-Write Income Fund
$9,8440.0%7440.0%Financial Services
FedEx Co. stock logo
FDX
FedEx
$9,5190.0%330.0%Transportation
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$9,4000.0%750.0%ETF
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$9,3730.0%2540.0%Consumer Staples
Nio Inc - stock logo
NIO
NIO
$9,3690.0%2,0820.0%Auto/Tires/Trucks
Edison International stock logo
EIX
Edison International
$8,742$141 1.6%1240.0%Utilities
Main Street Capital Co. stock logo
MAIN
Main Street Capital
$8,4690.0%1790.0%Finance
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$8,204$4,688 -36.4%210.0%Consumer Discretionary
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$8,182$8,182 New Holding1810.0%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$8,145$7,920 -49.3%1450.0%Manufacturing
iShares iBonds Dec 2025 Term Muni Bond ETF stock logo
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
$7,9380.0%3000.0%ETF
iShares iBonds Dec 2026 Term Muni Bond ETF stock logo
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$7,9350.0%3130.0%ETF
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$7,9100.0%3130.0%ETF
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$7,9090.0%5760.0%Auto/Tires/Trucks
iShares iBonds Dec 2027 Term Muni Bond ETF stock logo
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
$7,9040.0%3140.0%ETF
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$7,6640.0%500.0%Aerospace
BellRing Brands, Inc. stock logo
BRBR
BellRing Brands
$7,4840.0%1270.0%Medical
Pinnacle West Capital Co. stock logo
PNW
Pinnacle West Capital
$7,4730.0%1000.0%Utilities
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$7,436$1,027 -12.1%1810.0%Finance
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$7,4020.0%3340.0%Manufacturing
GSK plc stock logo
GSK
GSK
$7,3310.0%1710.0%Medical
UWM Holdings Co. stock logo
UWMC
UWM
$7,2600.0%1,0000.0%Finance
Teleflex Incorporated stock logo
TFX
Teleflex
$7,0120.0%310.0%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$6,9270.0%300.0%Basic Materials
Etsy, Inc. stock logo
ETSY
Etsy
$6,8720.0%1000.0%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,803$6,803 New Holding500.0%Computer and Technology
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$6,6030.0%1010.0%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$6,5270.0%1460.0%Finance
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$6,3080.0%3860.0%Consumer Discretionary
iShares Core Growth Allocation ETF stock logo
AOR
iShares Core Growth Allocation ETF
$6,1240.0%1100.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$6,0740.0%100.0%Consumer Discretionary
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$6,031$46 0.8%2600.0%Manufacturing
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$5,8740.0%540.0%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,8600.0%800.0%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$5,7560.0%270.0%Business Services
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$5,7000.0%410.0%Consumer Discretionary
The Chemours Company stock logo
CC
Chemours
$5,6460.0%2150.0%Basic Materials
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$5,4330.0%420.0%Consumer Staples
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$5,3670.0%200.0%Industrial Products
New Fortress Energy Inc. stock logo
NFE
New Fortress Energy
$5,3540.0%1750.0%Oils/Energy
Nokia Oyj stock logo
NOK
Nokia Oyj
$5,3100.0%1,5000.0%Computer and Technology
CGI Inc. stock logo
GIB
CGI
$5,1940.0%470.0%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$5,1180.0%560.0%Retail/Wholesale
Invesco Food & Beverage ETF stock logo
PBJ
Invesco Food & Beverage ETF
$5,1110.0%1050.0%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,0050.0%650.0%Computer and Technology
Bath & Body Works, Inc. stock logo
BBWI
Bath & Body Works
$5,002$200 -3.8%1000.0%Retail/Wholesale
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$4,954$4,954 New Holding960.0%Manufacturing
Halliburton stock logo
HAL
Halliburton
$4,9280.0%1250.0%Oils/Energy
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$4,8980.0%5610.0%Consumer Discretionary
General Motors stock logo
GM
General Motors
$4,8950.0%1080.0%Auto/Tires/Trucks
Nuveen Real Asset Income and Growth Fund stock logo
JRI
Nuveen Real Asset Income and Growth Fund
$4,8510.0%4090.0%Financial Services
BlackRock Energy and Resources Trust stock logo
BGR
BlackRock Energy and Resources Trust
$4,8500.0%3660.0%Financial Services
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$4,820$12,253 -71.8%830.0%ETF
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$4,7940.0%3000.0%Oils/Energy
iShares iBonds Dec 2024 Term Corporate ETF stock logo
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
$4,7600.0%1900.0%ETF
MGM Resorts International stock logo
MGM
MGM Resorts International
$4,7210.0%1000.0%Consumer Discretionary
Hannon Armstrong Sustainable Infrastructure Capital, Inc. stock logo
HASI
Hannon Armstrong Sustainable Infrastructure Capital
$4,7150.0%1660.0%Finance
Brighthouse Financial, Inc. stock logo
BHF
Brighthouse Financial
$4,6910.0%910.0%Finance
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$4,648$3,099 -40.0%300.0%ETF
Newmark Group, Inc. stock logo
NMRK
Newmark Group
$4,6250.0%4170.0%Finance
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$4,4980.0%200.0%Retail/Wholesale
INVESTMENT MANAGERS SER TR I
$4,4720.0%1860.0%AXS REAL ESTATE
Snowflake Inc. stock logo
SNOW
Snowflake
$4,3640.0%270.0%Computer and Technology
American Airlines Group Inc. stock logo
AAL
American Airlines Group
$4,3600.0%2840.0%Transportation
CEMEX, S.A.B. de C.V. stock logo
CX
CEMEX
$4,3070.0%4780.0%Construction
Evolus, Inc. stock logo
EOLS
Evolus
$4,0600.0%2900.0%Medical
Stoneridge, Inc. stock logo
SRI
Stoneridge
$4,0570.0%2200.0%Computer and Technology
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$3,9980.0%1910.0%Consumer Discretionary
Woodside Energy Group Ltd stock logo
WDS
Woodside Energy Group
$3,9940.0%2000.0%Oils/Energy
Immuron Limited stock logo
IMRN
Immuron
$3,9450.0%1,5000.0%Medical
Ventas, Inc. stock logo
VTR
Ventas
$3,9190.0%900.0%Finance
ARK Fintech Innovation ETF stock logo
ARKF
ARK Fintech Innovation ETF
$3,8220.0%1260.0%ETF
HF Sinclair Co. stock logo
DINO
HF Sinclair
$3,8040.0%630.0%Oils/Energy
Nuveen Global High Income Fund stock logo
JGH
Nuveen Global High Income Fund
$3,7580.0%2940.0%Financial Services
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$3,6500.0%5000.0%Business Services
Impact Shares YWCA Womens Empowerment ETF stock logo
WOMN
Impact Shares YWCA Womens Empowerment ETF
$3,609$902 33.3%1000.0%ETF
Viatris Inc. stock logo
VTRS
Viatris
$3,606$585 19.4%3020.0%Medical
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$3,4240.0%300.0%Computer and Technology
Aldeyra Therapeutics, Inc stock logo
ALDX
Aldeyra Therapeutics
$3,2700.0%1,0000.0%Medical
Leslie's, Inc. stock logo
LESL
Leslie's
$3,2500.0%5000.0%Consumer Staples
BlackRock Credit Allocation Income Trust stock logo
BTZ
BlackRock Credit Allocation Income Trust
$3,2070.0%3000.0%Financial Services
Paychex, Inc. stock logo
PAYX
Paychex
$3,1930.0%260.0%Business Services
MDIV
First Trust Multi-Asset Diversified Income Index Fund
$3,1580.0%2000.0%Manufacturing
HubSpot, Inc. stock logo
HUBS
HubSpot
$3,1330.0%50.0%Computer and Technology
Aberdeen Total Dynamic Dividend Fund stock logo
AOD
Aberdeen Total Dynamic Dividend Fund
$3,1090.0%3750.0%Miscellaneous
Digital World Acquisition Corp. stock logo
DWAC
Digital World Acquisition
$3,098$3,098 New Holding500.0%Business Services
HP Inc. stock logo
HPQ
HP
$3,0220.0%1000.0%Computer and Technology
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$2,9930.0%580.0%ETF
Cerus Co. stock logo
CERS
Cerus
$2,977$15 -0.5%1,5750.0%Medical
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$2,9380.0%120.0%Finance
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$2,8190.0%310.0%Medical
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,818$4,026 -58.8%350.0%ETF
Arbor Realty Trust, Inc. stock logo
ABR
Arbor Realty Trust
$2,6500.0%2000.0%Finance
BlackRock Enhanced Global Dividend Trust stock logo
BOE
BlackRock Enhanced Global Dividend Trust
$2,6150.0%2500.0%Financial Services
QuantumScape Co. stock logo
QS
QuantumScape
$2,5860.0%4110.0%Auto/Tires/Trucks
CANOPY GROWTH CORP
$2,5290.0%2930.0%COM NEW
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$2,475$294 -10.6%1770.0%ETF
Global X Autonomous & Electric Vehicles ETF stock logo
DRIV
Global X Autonomous & Electric Vehicles ETF
$2,4700.0%1000.0%Auto/Tires/Trucks
Transcontinental Realty Investors, Inc. stock logo
TCI
Transcontinental Realty Investors
$2,3720.0%630.0%Finance
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$2,365$2,920 -55.2%810.0%Transportation
Matterport, Inc. stock logo
MTTR
Matterport
$2,2600.0%1,0000.0%Business Services
iRobot Co. stock logo
IRBT
iRobot
$2,1900.0%2500.0%Industrial Products
Himax Technologies, Inc. stock logo
HIMX
Himax Technologies
$2,1400.0%4000.0%Computer and Technology
BlackRock Innovation and Growth Term Trust stock logo
BIGZ
BlackRock Innovation and Growth Term Trust
$2,035$81 -3.8%2500.0%Financial Services
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$2,0070.0%500.0%Medical
Blink Charging Co. stock logo
BLNK
Blink Charging
$1,9570.0%6500.0%Computer and Technology
Haleon plc stock logo
HLN
Haleon
$1,8260.0%2150.0%Medical
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$1,7730.0%1000.0%Computer and Technology
iShares Bloomberg Roll Select Commodity Strategy ETF stock logo
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
$1,7270.0%360.0%ETF
Manulife Financial Co. stock logo
MFC
Manulife Financial
$1,7000.0%680.0%Finance
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$1,6540.0%510.0%ETF
VanEck VietnamETF stock logo
VNM
VanEck VietnamETF
$1,6410.0%1180.0%ETF
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
$1,6320.0%2770.0%Computer and Technology
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$1,5520.0%490.0%Finance
Goldman Sachs BDC, Inc. stock logo
GSBD
Goldman Sachs BDC
$1,4980.0%1000.0%Finance
DigitalBridge Group, Inc. stock logo
DBRG
DigitalBridge Group
$1,4840.0%770.0%Finance
The Lion Electric Company stock logo
LEV
Lion Electric
$1,4200.0%1,0000.0%Auto/Tires/Trucks
Hudson Technologies, Inc. stock logo
HDSN
Hudson Technologies
$1,3880.0%1260.0%Industrial Products
Diageo plc stock logo
DEO
Diageo
$1,3390.0%90.0%Consumer Staples
iShares MSCI Malaysia ETF stock logo
EWM
iShares MSCI Malaysia ETF
$1,3300.0%610.0%Finance
Calamos Global Dynamic Income Fund stock logo
CHW
Calamos Global Dynamic Income Fund
$1,3020.0%2000.0%Financial Services
Plug Power Inc. stock logo
PLUG
Plug Power
$1,222$1,721 -58.5%3550.0%Industrial Products
iShares MSCI South Africa ETF stock logo
EZA
iShares MSCI South Africa ETF
$1,2150.0%310.0%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$1,2050.0%40.0%Computer and Technology
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$1,1660.0%80.0%Transportation
Fortive Co. stock logo
FTV
Fortive
$1,1190.0%130.0%Computer and Technology
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$1,1190.0%100.0%Medical
OCCIDENTAL PETE CORP
$1,0780.0%250.0%W EXP 08/03/202
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$990$990 New Holding300.0%Consumer Staples
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$8870.0%180.0%ETF
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$8730.0%600.0%Business Services
BRC Inc. stock logo
BRCC
BRC
$8560.0%2000.0%Consumer Staples
Eastman Kodak stock logo
KODK
Eastman Kodak
$7430.0%1500.0%Computer and Technology
On Holding AG stock logo
ONON
ON
$7080.0%200.0%Consumer Discretionary
Paramount Global stock logo
PARA
Paramount Global
$6950.0%590.0%Consumer Discretionary
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$6630.0%70.0%ETF
WidePoint Co. stock logo
WYY
WidePoint
$6480.0%2500.0%Computer and Technology
Nikola Co. stock logo
NKLA
Nikola
$5200.0%5000.0%Auto/Tires/Trucks
Annaly Capital Management, Inc. stock logo
NLY
Annaly Capital Management
$4930.0%250.0%Finance
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$4800.0%190.0%ETF
Portman Ridge Finance Co. stock logo
PTMN
Portman Ridge Finance
$4560.0%240.0%Finance
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$4530.0%250.0%Industrial Products
Unisys Co. stock logo
UIS
Unisys
$3930.0%800.0%Computer and Technology
Scilex Holding stock logo
SCLX
Scilex
$3910.0%2450.0%Medical
Molson Coors Beverage stock logo
TAP
Molson Coors Beverage
$2890.0%40.0%Consumer Staples
NEUROMETRIX INC
$2640.0%620.0%COM
Resideo Technologies, Inc. stock logo
REZI
Resideo Technologies
$2440.0%110.0%Industrial Products
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1640.0%10.0%Computer and Technology
Stellantis stock logo
STLA
Stellantis
$1420.0%50.0%Auto/Tires/Trucks
Citigroup Inc. stock logo
C
Citigroup
$1270.0%20.0%Finance
AdvanSix Inc. stock logo
ASIX
AdvanSix
$720.0%30.0%Basic Materials
Garrett Motion Inc. stock logo
GTX
Garrett Motion
$650.0%70.0%Auto/Tires/Trucks
AMC ENTMT HLDGS INC
$410.0%110.0%CL A NEW
BlackBerry Limited stock logo
BB
BlackBerry
$340.0%120.0%Computer and Technology
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$22$22 New Holding10.0%Manufacturing
Peloton Interactive, Inc. stock logo
PTON
Peloton Interactive
$180.0%40.0%Consumer Discretionary
Under Armour, Inc. stock logo
UA
Under Armour
$150.0%20.0%Consumer Discretionary
Lennar Co. stock logo
LEN
Lennar
$1$1 New Holding00.0%Construction
Harley-Davidson, Inc. stock logo
HOG
Harley-Davidson
$0$140,692 -100.0%00.0%Auto/Tires/Trucks
United States Steel Co. stock logo
X
United States Steel
$0$97,300 -100.0%00.0%Basic Materials
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$0$73,710 -100.0%00.0%Business Services
Marathon Oil Co. stock logo
MRO
Marathon Oil
$0$67,759 -100.0%00.0%Oils/Energy
Novartis AG stock logo
NVS
Novartis
$0$50,485 -100.0%00.0%Medical
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$0$37,268 -100.0%00.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$0$35,134 -100.0%00.0%ETF
Block, Inc. stock logo
SQ
Block
$0$19,338 -100.0%00.0%Business Services
Amplify Cybersecurity ETF stock logo
HACK
Amplify Cybersecurity ETF
$0$18,184 -100.0%00.0%ETF
Acushnet Holdings Corp. stock logo
GOLF
Acushnet
$0$10,929 -100.0%00.0%Consumer Discretionary
Pinterest, Inc. stock logo
PINS
Pinterest
$0$9,260 -100.0%00.0%Computer and Technology
Alcon Inc. stock logo
ALC
Alcon
$0$7,812 -100.0%00.0%Medical
POWA
Invesco Bloomberg Pricing Power ETF
$0$7,599 -100.0%00.0%ETF
The Clorox Company stock logo
CLX
Clorox
$0$7,130 -100.0%00.0%Consumer Staples
TransUnion stock logo
TRU
TransUnion
$0$6,665 -100.0%00.0%Business Services
Novavax, Inc. stock logo
NVAX
Novavax
$0$4,800 -100.0%00.0%Medical
MicroVision, Inc. stock logo
MVIS
MicroVision
$0$3,990 -100.0%00.0%Computer and Technology
Fisker Inc. stock logo
FSR
Fisker
$0$3,738 -100.0%00.0%Auto/Tires/Trucks
OPKO Health, Inc. stock logo
OPK
OPKO Health
$0$2,265 -100.0%00.0%Medical
VERALTO CORP
$0$2,057 -100.0%00.0%COM SHS
CANOO INC
$0$1,029 -100.0%00.0%COM CL A
Amplify Alternative Harvest ETF stock logo
MJ
Amplify Alternative Harvest ETF
$0$1,008 -100.0%00.0%ETF
Roblox Co. stock logo
RBLX
Roblox
$0$92 -100.0%00.0%Consumer Discretionary
BTC DIGITAL LTD
$0$44 -100.0%00.0%SHS NEW

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