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Wintrust Investments LLC Top Holdings and 13F Report (2024)

About Wintrust Investments LLC

Investment Activity

  • Wintrust Investments LLC has $1.13 million in total holdings as of March 31, 2024.
  • Wintrust Investments LLC owns shares of 478 different stocks, but just 125 companies or ETFs make up 80% of its holdings.
  • Approximately 12.43% of the portfolio was purchased this quarter.
  • About 6.47% of the portfolio was sold this quarter.
  • This quarter, Wintrust Investments LLC has purchased 464 new stocks and bought additional shares in 200 stocks.
  • Wintrust Investments LLC sold shares of 195 stocks and completely divested from 33 stocks this quarter.

Largest New Holdings this Quarter

PUT INVESCO QQQ TR
$10,562 Holding
GAP
$2,226 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
727,550 shares (about $44.19K)
PUT INVESCO QQQ TR
23,900 shares (about $10.56K)
Zurn Elkay Water Solutions
234,000 shares (about $7.83K)
Newmont
90,596 shares (about $3.25K)
Invesco S&P 500 Equal Weight ETF
17,428 shares (about $2.95K)

Largest Sales this Quarter

Alphabet
50,935 shares (about $7.76K)
Berkshire Hathaway
9,972 shares (about $4.19K)
Occidental Petroleum
55,500 shares (about $3.61K)
Apple
19,205 shares (about $3.29K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWintrust Investments LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$55,477$44,191 391.6%913,3504.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$43,652$4,193 -8.8%103,8043.8%Finance
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$42,491$215 0.5%838,2433.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$41,063$1,332 3.4%195,2613.6%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$40,786$22 -0.1%77,5793.6%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$30,896$2,952 10.6%182,4182.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$30,613$689 -2.2%72,7622.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$28,433$3,293 -10.4%165,8112.5%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,813$1,979 -6.6%554,3712.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$25,665$1,544 6.4%32,9902.3%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$21,556$7,755 -26.5%141,5751.9%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$16,080$677 4.4%40,2921.4%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,635$138 1.0%74,6681.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,625$987 -6.8%75,5351.2%Retail/Wholesale
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$12,768$1,163 10.0%302,3331.1%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$12,153$2,291 23.2%494,0191.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,881$410 -3.3%22,7141.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,558$729 -5.9%24,0441.0%ETF
PUT INVESCO QQQ TR
$10,562$10,562 New Holding23,9000.9%OPT
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$10,089$2,474 32.5%391,3350.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$9,708$764 -7.3%212,9390.9%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,547$53 0.6%47,6610.8%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$9,5150.0%49,7000.8%Business Services
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$8,657$34 -0.4%101,0750.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$8,571$204 2.4%6,4670.8%Computer and Technology
Zurn Elkay Water Solutions Co. stock logo
ZWS
Zurn Elkay Water Solutions
$8,434$7,832 1,300.0%252,0000.7%Industrial Products
AbbVie Inc. stock logo
ABBV
AbbVie
$7,792$3 0.0%42,7890.7%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,303$678 -8.5%8,0820.6%Computer and Technology
Core Laboratories Inc. stock logo
CLB
Core Laboratories
$7,181$2,479 52.7%420,4110.6%Oils/Energy
Visa Inc. stock logo
V
Visa
$7,046$7 -0.1%25,2470.6%Business Services
MRC Global Inc. stock logo
MRC
MRC Global
$6,536$1,075 -14.1%519,9960.6%Industrial Products
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$6,529$3,607 -35.6%100,4690.6%Oils/Energy
Phillips 66 stock logo
PSX
Phillips 66
$6,414$871 -12.0%39,2700.6%Oils/Energy
Newmont Co. stock logo
NEM
Newmont
$6,386$3,247 103.5%178,1690.6%Basic Materials
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$6,369$1,998 45.7%293,6270.6%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$6,3440.0%100.6%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,246$35 -0.6%12,8630.6%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$6,179$331 5.7%356,7450.5%ETF
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$6,134$794 14.9%176,1580.5%ETF
CALL BANK AMER CORP
$6,066$448 -6.9%212,6000.5%OPT
Korn Ferry stock logo
KFY
Korn Ferry
$5,525$1,797 -24.5%84,0200.5%Business Services
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$5,422$1,438 -21.0%169,4930.5%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$5,335$119 2.3%164,1580.5%ETF
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$5,146$334 -6.1%19,2700.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,947$272 5.8%32,7800.4%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$4,938$946 23.7%96,7170.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,844$75 1.6%6,6110.4%Retail/Wholesale
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$4,715$85 1.8%17,5710.4%Industrial Products
Amgen Inc. stock logo
AMGN
Amgen
$4,361$85 2.0%15,3400.4%Medical
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$4,272$174 4.2%98,5290.4%ETF
Oracle Co. stock logo
ORCL
Oracle
$4,200$109 2.7%33,4390.4%Computer and Technology
CALL CITIGROUP INC NEW
$4,056$385 -8.7%88,6000.4%OPT
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$3,976$18 -0.4%32,0910.4%Manufacturing
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,876$341 9.7%8,5220.3%Aerospace
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$3,854$2,730 242.9%21,5200.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,807$939 -19.8%24,0630.3%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,791$221 6.2%8,5370.3%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,692$482 15.0%33,4130.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,657$5 -0.1%7,3920.3%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,638$206 6.0%20,7890.3%Consumer Staples
Chubb Limited stock logo
CB
Chubb
$3,617$216 6.4%13,9580.3%Finance
DraftKings Inc. stock logo
DKNG
DraftKings
$3,570$204 -5.4%78,6200.3%Consumer Discretionary
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$3,495$186 5.6%71,0900.3%ETF
BlackRock, Inc. stock logo
BLK
BlackRock
$3,489$78 -2.2%4,1850.3%Finance
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$3,453$437 -11.2%56,8140.3%Consumer Staples
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$3,400$15 0.4%167,8940.3%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$3,386$960 -22.1%56,8000.3%Manufacturing
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$3,349$344 -9.3%182,5980.3%Oils/Energy
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$3,331$1,681 101.9%16,5330.3%Oils/Energy
RTX Co. stock logo
RTX
RTX
$3,323$40 -1.2%34,0670.3%Aerospace
Bank of America Co. stock logo
BAC
Bank of America
$3,308$58 -1.7%87,2350.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$3,285$149 4.8%8,5630.3%Retail/Wholesale
Marriott International, Inc. stock logo
MAR
Marriott International
$3,182$39 -1.2%12,6110.3%Consumer Discretionary
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,166$201 6.8%39,2630.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,154$45 1.5%75,5160.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$3,113$429 -12.1%71,3580.3%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,053$1,537 -33.5%26,2630.3%Oils/Energy
Salesforce, Inc. stock logo
CRM
Salesforce
$3,034$244 8.7%10,0730.3%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,955$34 1.2%4,8650.3%Consumer Discretionary
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$2,941$113 4.0%28,6230.3%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,939$12 0.4%5,0570.3%Medical
Citigroup Inc. stock logo
C
Citigroup
$2,866$30 -1.0%45,3140.3%Finance
iShares U.S. Energy ETF stock logo
IYE
iShares U.S. Energy ETF
$2,814$2,814 New Holding56,9550.2%ETF
CVS Health Co. stock logo
CVS
CVS Health
$2,811$82 -2.8%35,2430.2%Retail/Wholesale
Universal Co. stock logo
UVV
Universal
$2,806$181 6.9%54,2550.2%Consumer Staples
Aflac Incorporated stock logo
AFL
Aflac
$2,798$35 -1.2%32,5880.2%Finance
Schlumberger Limited stock logo
SLB
Schlumberger
$2,773$200 7.8%50,5990.2%Oils/Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,700$100 3.8%26,6210.2%Retail/Wholesale
KLA Co. stock logo
KLAC
KLA
$2,680$284 11.8%3,8360.2%Computer and Technology
General Electric stock logo
GE
General Electric
$2,658$88 3.4%15,1420.2%Transportation
CALL SPY OPTION
$2,635$791 -23.1%6,0000.2%OPT
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,616$742 -22.1%52,4130.2%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$2,577$140 -5.1%12,0940.2%Aerospace
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,576$2 0.1%11,2680.2%ETF
Cummins Inc. stock logo
CMI
Cummins
$2,551$114 -4.3%8,6580.2%Auto/Tires/Trucks
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,526$24 -0.9%6,8940.2%Industrial Products
Deere & Company stock logo
DE
Deere & Company
$2,523$241 10.6%6,1440.2%Industrial Products
GMAR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March
$2,508$2,508 New Holding72,8660.2%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$2,475$714 -22.4%178,4130.2%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,448$68 2.9%16,5740.2%ETF
Invesco Russell 1000 Equal Weight ETF stock logo
EQAL
Invesco Russell 1000 Equal Weight ETF
$2,446$537 28.2%52,9600.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$2,394$1,585 195.9%39,7890.2%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$2,341$151 6.9%11,4060.2%Multi-Sector Conglomerates
Churchill Downs Incorporated stock logo
CHDN
Churchill Downs
$2,335$297 14.6%18,8730.2%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,326$68 -2.8%17,6290.2%Medical
Cencora, Inc. stock logo
COR
Cencora
$2,313$6 0.2%9,5170.2%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,265$8 -0.3%8,7170.2%ETF
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$2,261$0 0.0%12,3040.2%Financial Services
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$2,236$187 9.1%20,4070.2%ETF
The Gap, Inc. stock logo
GPS
GAP
$2,226$2,226 New Holding80,7900.2%Retail/Wholesale
American Express stock logo
AXP
American Express
$2,187$78 -3.4%9,6050.2%Finance
Tractor Supply stock logo
TSCO
Tractor Supply
$2,179$62 -2.7%8,3240.2%Retail/Wholesale
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$2,165$2,165 New Holding37,6110.2%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,155$91 4.4%8,6260.2%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$2,150$191 9.7%39,6520.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,142$61 -2.8%18,8430.2%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,111$32 1.5%5,0540.2%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,108$289 15.9%47,1640.2%Finance
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$2,069$105 5.3%66,4050.2%ETF
Domino's Pizza, Inc. stock logo
DPZ
Domino's Pizza
$2,044$187 10.1%4,1140.2%Retail/Wholesale
Hercules Capital, Inc. stock logo
HTGC
Hercules Capital
$2,034$31 1.5%110,2620.2%Finance
Imperial Oil Limited stock logo
IMO
Imperial Oil
$2,034$26 -1.3%29,4290.2%Oils/Energy
ServiceNow, Inc. stock logo
NOW
ServiceNow
$2,018$133 7.1%2,6470.2%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,964$1,175 149.0%4,6980.2%Medical
CME Group Inc. stock logo
CME
CME Group
$1,959$34 1.8%9,0970.2%Finance
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$1,949$153 8.5%7,6480.2%Transportation
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,911$579 -23.2%29,9020.2%Utilities
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,887$71 -3.6%15,9550.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$1,873$1 0.0%14,2560.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$1,867$70 3.9%6,6210.2%Retail/Wholesale
Medtronic plc stock logo
MDT
Medtronic
$1,855$398 27.4%21,2860.2%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,817$22 1.2%11,1980.2%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,800$28 -1.6%10,6300.2%Computer and Technology
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$1,788$326 -15.4%15,9820.2%Medical
Baxter International Inc. stock logo
BAX
Baxter International
$1,783$774 76.8%41,7080.2%Medical
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$1,745$26 1.5%13,9270.2%ETF
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$1,729$235 15.7%7,3350.2%Retail/Wholesale
Sempra stock logo
SRE
Sempra
$1,723$135 8.5%23,9870.2%Utilities
Humana Inc. stock logo
HUM
Humana
$1,685$92 5.8%4,8590.1%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,635$1,635 New Holding5,7550.1%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,631$31 1.9%38,7300.1%ETF
LINDE PLC NEW NULL NULL
$1,608$1,608 New Holding3,4640.1%COM
NOV Inc. stock logo
NOV
NOV
$1,600$1,381 631.6%81,9430.1%Business Services
Accenture plc stock logo
ACN
Accenture
$1,597$60 3.9%4,6060.1%Business Services
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,590$229 16.8%16,8400.1%ETF
Chevron Co. stock logo
CVX
Chevron
$1,588$25 1.6%10,0660.1%Oils/Energy
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,542$13 -0.8%8,7960.1%ETF
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$1,504$169 12.7%17,4900.1%Consumer Staples
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$1,490$41 -2.7%23,3810.1%Basic Materials
Monster Beverage Co. stock logo
MNST
Monster Beverage
$1,475$294 24.9%24,8760.1%Consumer Staples
Morgan Stanley stock logo
MS
Morgan Stanley
$1,472$40 -2.6%15,6330.1%Finance
Dun & Bradstreet Holdings, Inc. stock logo
DNB
Dun & Bradstreet
$1,471$483 48.9%146,5000.1%Business Services
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$1,447$112 8.4%28,7850.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,426$26 -1.8%24,3150.1%ETF
McKesson Co. stock logo
MCK
McKesson
$1,419$371 -20.7%2,6420.1%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$1,401$29 2.1%8,2810.1%Medical
HSBC Holdings plc stock logo
HSBC
HSBC
$1,392$2 -0.1%35,3700.1%Finance
Gartner, Inc. stock logo
IT
Gartner
$1,373$7 -0.5%2,8800.1%Business Services
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$1,362$26 -1.9%6,6100.1%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,333$40 -2.9%12,3930.1%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$1,294$15 1.2%14,3910.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,274$51 -3.9%6,1930.1%Finance
CGMU
Capital Group Municipal Income ETF
$1,274$517 68.3%47,1760.1%ETF
Danaher Co. stock logo
DHR
Danaher
$1,273$6 0.5%5,0990.1%Multi-Sector Conglomerates
Amphenol Co. stock logo
APH
Amphenol
$1,272$131 -9.4%11,0300.1%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$1,269$194 18.1%18,9390.1%Computer and Technology
BHP Group Limited stock logo
BHP
BHP Group
$1,261$52 -4.0%21,8550.1%Basic Materials
Ares Capital Co. stock logo
ARCC
Ares Capital
$1,242$52 4.4%59,6730.1%Finance
RSPF
Invesco S&P 500 Equal Weight Financials ETF
$1,2420.0%19,3390.1%ETF
PUT SPY OPTION
$1,242$1,242 New Holding2,4000.1%OPT
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,234$349 39.5%25,2990.1%Finance
CALL MORGAN STANLEY
$1,234$8 -0.7%14,8000.1%OPT
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,216$1,216 New Holding8040.1%Retail/Wholesale
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$1,212$38 3.3%3,6350.1%Medical
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,210$67 5.8%5,0480.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,155$736 175.8%13,7380.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,150$390 -25.3%10,4010.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,137$74 -6.1%2,8590.1%Finance
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$1,121$121 -9.8%4,5930.1%ETF
Invesco International Dividend Achievers ETF stock logo
PID
Invesco International Dividend Achievers ETF
$1,113$345 -23.7%60,0360.1%Manufacturing
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$1,1060.0%3,6290.1%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$1,101$174 18.8%12,0480.1%Retail/Wholesale
S&P Global Inc. stock logo
SPGI
S&P Global
$1,079$31 2.9%2,5350.1%Business Services
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$1,060$31 -2.9%20,1960.1%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,054$24 2.4%6,0480.1%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,053$8 -0.8%9,2840.1%Industrial Products
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,040$620 147.6%20,9330.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,034$130 14.4%17,8750.1%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,024$34 -3.2%8,9740.1%Computer and Technology
3M stock logo
MMM
3M
$1,013$421 71.0%9,5520.1%Multi-Sector Conglomerates
Installed Building Products, Inc. stock logo
IBP
Installed Building Products
$1,012$1,012 New Holding3,9100.1%Construction
Garmin Ltd. stock logo
GRMN
Garmin
$1,009$13 -1.3%6,7770.1%Computer and Technology
CALL ISHRS EMERG MKTS
$1,004$405 -28.7%25,3000.1%OPT
Capital Southwest Co. stock logo
CSWC
Capital Southwest
$1,002$1,002 New Holding40,1500.1%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$1,002$52 5.5%6,2680.1%Business Services
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$995$8 -0.8%8,8510.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$994$64 -6.1%8,1220.1%Consumer Discretionary
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$979$33 -3.3%8,3380.1%Finance
Valero Energy Co. stock logo
VLO
Valero Energy
$971$4 -0.4%5,6890.1%Oils/Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$971$74 -7.1%3,8880.1%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$960$21 2.2%22,8900.1%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$959$30 3.3%7,6100.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$956$95 11.0%5,1160.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$953$77 -7.5%4,5750.1%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$947$53 6.0%16,8590.1%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$945$1,084 -53.4%18,3080.1%ETF
The Gabelli Dividend & Income Trust stock logo
GDV
The Gabelli Dividend & Income Trust
$937$16 1.7%40,7800.1%Financial Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$933$22 2.4%15,2520.1%Consumer Staples
Trane Technologies plc stock logo
TT
Trane Technologies
$931$9 -1.0%3,1010.1%Business Services
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$922$236 34.5%6,7790.1%Computer and Technology
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$908$17 1.9%10,9300.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$902$45 5.3%7,3210.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$898$21 -2.3%4,3560.1%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$886$162 -15.4%1,2280.1%Construction
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$877$248 39.4%2,5490.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$870$47 -5.2%6,4450.1%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$862$35 4.2%10,7890.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$859$953 -52.6%3,3740.1%Retail/Wholesale
CALL GOLDMAN SACHS GRP
$857$635 -42.6%2,7000.1%OPT
Comcast Co. stock logo
CMCSA
Comcast
$854$112 15.1%19,6920.1%Consumer Discretionary
Brookfield Co. stock logo
BN
Brookfield
$853$12 -1.3%20,3740.1%Finance
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$829$22 -2.6%3,0630.1%ETF
Adobe Inc. stock logo
ADBE
Adobe
$817$15 1.9%1,6200.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$806$44 -5.1%6,1440.1%ETF
Hubbell Incorporated stock logo
HUBB
Hubbell
$787$39 -4.7%1,8960.1%Industrial Products
Eaton Co. plc stock logo
ETN
Eaton
$7840.0%2,5090.1%Industrial Products
The Southern Company stock logo
SO
Southern
$782$4 0.5%10,9030.1%Utilities
HYMU
BlackRock High Yield Muni Income Bond ETF
$781$37 -4.5%34,7830.1%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$777$4 0.5%3,1610.1%Transportation
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$775$237 -23.4%9,1760.1%ETF
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$769$296 -27.8%6,8850.1%Finance
Intel Co. stock logo
INTC
Intel
$765$25 3.4%17,3120.1%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$762$33 4.5%2100.1%Retail/Wholesale
Parsons Co. stock logo
PSN
Parsons
$754$41 -5.2%9,0850.1%Business Services
Copart, Inc. stock logo
CPRT
Copart
$753$17 -2.2%12,9930.1%Business Services
VanEck Pharmaceutical ETF stock logo
PPH
VanEck Pharmaceutical ETF
$7470.0%8,2350.1%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$743$24 -3.2%8,1060.1%Consumer Staples
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$741$47 6.8%15,3510.1%Manufacturing
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$729$175 31.5%12,9250.1%Manufacturing
eBay Inc. stock logo
EBAY
eBay
$729$13 -1.8%13,8040.1%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$722$40 -5.2%26,0340.1%Medical
Target Co. stock logo
TGT
Target
$715$4 0.6%4,0330.1%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$712$9 -1.2%12,2800.1%Finance
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$694$23 3.4%9,5940.1%Finance
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$694$13 2.0%7,7600.1%ETF
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$691$34 5.2%7,6010.1%Medical
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$688$149 -17.8%12,0200.1%Manufacturing
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$682$84 -11.0%8,8900.1%Basic Materials
Liberty Broadband Co. stock logo
LBRDK
Liberty Broadband
$6800.0%11,8770.1%Consumer Discretionary
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$675$53 8.6%10,7500.1%Consumer Staples
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$658$4 -0.5%5,7640.1%ETF
Invesco BulletShares 2024 Corporate Bond ETF stock logo
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
$655$2 0.3%31,2360.1%ETF
Chemed Co. stock logo
CHE
Chemed
$649$26 -3.8%1,0100.1%Medical
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$646$163 33.8%22,3500.1%Manufacturing
Lincoln National Co. stock logo
LNC
Lincoln National
$646$646 New Holding20,2350.1%Finance
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$630$398 171.5%10,2140.1%ETF
CALL NEWMONT CORP
$624$404 183.3%17,0000.1%OPT
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$623$53 9.4%2,5690.1%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$620$22 3.7%1,8390.1%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$619$62 11.2%1,9880.1%Computer and Technology
ResMed Inc. stock logo
RMD
ResMed
$618$77 14.2%3,1220.1%Medical
The Boeing Company stock logo
BA
Boeing
$609$477 -43.9%3,1550.1%Aerospace
Sysco Co. stock logo
SYY
Sysco
$606$16 -2.6%7,4650.1%Consumer Staples
MasTec, Inc. stock logo
MTZ
MasTec
$601$359 -37.4%6,4400.1%Construction
Ford Motor stock logo
F
Ford Motor
$599$47 -7.3%45,1340.1%Auto/Tires/Trucks
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$592$592 New Holding8,7900.1%Manufacturing
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$588$53 -8.2%9,7250.1%ETF
AT&T Inc. stock logo
T
AT&T
$584$6 1.1%33,1880.1%Computer and Technology
Nexstar Media Group, Inc. stock logo
NXST
Nexstar Media Group
$582$45 -7.2%3,3790.1%Consumer Discretionary
DYNF
BlackRock U.S. Equity Factor Rotation ETF
$577$577 New Holding12,9920.1%ETF
AdaptHealth Corp. stock logo
AHCO
AdaptHealth
$5760.0%50,0000.1%Medical
Corning Incorporated stock logo
GLW
Corning
$5680.0%17,2310.1%Computer and Technology
GSK plc stock logo
GSK
GSK
$568$33 -5.6%13,2470.1%Medical
Duke Energy Co. stock logo
DUK
Duke Energy
$567$8 1.4%5,8610.1%Utilities
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$564$40 7.6%9,7180.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$547$15 2.9%7,3730.0%ETF
Encore Wire Co. stock logo
WIRE
Encore Wire
$544$24 4.5%2,0700.0%Industrial Products
Transocean Ltd. stock logo
RIG
Transocean
$543$543 New Holding86,4000.0%Oils/Energy
JPMorgan Alerian MLP Index ETN stock logo
AMJ
JPMorgan Alerian MLP Index ETN
$541$34 -5.9%19,0000.0%Finance
AutoNation, Inc. stock logo
AN
AutoNation
$536$15 -2.7%3,2380.0%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$536$385 -41.8%6,4080.0%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$532$18 3.5%6,6340.0%Oils/Energy
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$532$144 37.3%60,9560.0%Consumer Discretionary
General Mills, Inc. stock logo
GIS
General Mills
$528$6 1.1%7,5400.0%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$528$27 -4.8%2,9240.0%Computer and Technology
CALL HUMANA INC
$525$525 New Holding1,5000.0%OPT
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$524$97 22.6%5,6670.0%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$516$1,253 -70.8%11,8330.0%Manufacturing
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$516$6 -1.2%1,6500.0%Industrial Products
NIKE, Inc. stock logo
NKE
NIKE
$512$32 -5.9%5,4470.0%Consumer Discretionary
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$506$8 1.5%3,6700.0%Retail/Wholesale
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$505$31 -5.8%3,2290.0%Finance
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$504$136 -21.3%17,0570.0%ETF
Modine Manufacturing stock logo
MOD
Modine Manufacturing
$503$115 -18.6%5,2850.0%Auto/Tires/Trucks
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$499$126 -20.2%3,7820.0%ETF
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$499$25 5.3%1,9740.0%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$498$1,135 -69.5%2,0550.0%Basic Materials
Genie Energy Ltd. stock logo
GNE
Genie Energy
$496$3 -0.5%32,8840.0%Utilities
EQWL
Invesco S&P 100 Equal Weight ETF
$494$24 5.1%5,2040.0%ETF
CAPITAL GROUP ETF INTERNATIONAL EQUITY NULL
$491$491 New Holding16,9250.0%ETF
CALL SELECT SECTOR SPDR
$489$78 -13.7%14,5000.0%OPT
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$487$44 10.0%1,9460.0%Finance
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$486$1 -0.2%4,4860.0%ETF
Chesapeake Energy Co. stock logo
CHK
Chesapeake Energy
$483$76 18.6%5,4400.0%Oils/Energy
CALL SPDR KBW REGNL BNKG
$4790.0%11,0000.0%OPT
Toyota Motor Co. stock logo
TM
Toyota Motor
$471$321 -40.5%1,8710.0%Auto/Tires/Trucks
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$469$245 -34.3%4,3640.0%ETF
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$467$15 -3.1%8930.0%Retail/Wholesale
Energy Transfer LP stock logo
ET
Energy Transfer
$459$3 0.7%29,1890.0%Oils/Energy
BP p.l.c. stock logo
BP
BP
$455$76 -14.3%12,0730.0%Oils/Energy
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$450$1 0.3%1,9570.0%Finance
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$446$446 New Holding4,0500.0%Manufacturing
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$445$219 -33.0%1,8000.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$444$46 -9.3%9,0230.0%ETF
FirstEnergy Corp. stock logo
FE
FirstEnergy
$441$12 -2.6%11,4090.0%Utilities
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$436$1 0.1%4,8600.0%Computer and Technology
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$4270.0%2,7640.0%Retail/Wholesale
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$426$421 -49.7%18,7500.0%Basic Materials
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$422$1 0.2%7,2680.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$417$7 -1.6%4,8270.0%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$417$0 0.0%3,2220.0%Consumer Staples
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$416$41 11.0%2,2430.0%Finance
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$4130.0%4,4980.0%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$412$51 14.2%8610.0%Aerospace
Ingredion Incorporated stock logo
INGR
Ingredion
$411$8 -1.8%3,5200.0%Consumer Staples
Haleon plc stock logo
HLN
Haleon
$409$76 -15.6%48,1650.0%Medical
Atkore Inc. stock logo
ATKR
Atkore
$409$148 56.9%2,1500.0%Industrial Products
Celsius Holdings, Inc. stock logo
CELH
Celsius
$405$405 New Holding4,8800.0%Consumer Staples
Generac Holdings Inc. stock logo
GNRC
Generac
$405$171 73.0%3,2110.0%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$404$16 -3.8%8,0150.0%ETF
Leggett & Platt, Incorporated stock logo
LEG
Leggett & Platt
$403$403 New Holding21,0500.0%Consumer Discretionary
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$402$841 -67.7%5,4920.0%Medical
iShares MSCI South Korea ETF stock logo
EWY
iShares MSCI South Korea ETF
$401$13 3.5%5,9800.0%ETF
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$401$12 -2.9%6,3570.0%Finance
SPDR S&P Bank ETF stock logo
KBE
SPDR S&P Bank ETF
$400$83 -17.2%8,4980.0%ETF
First Trust International IPO ETF stock logo
FPXI
First Trust International IPO ETF
$400$50 -11.0%8,6720.0%Manufacturing
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$399$38 10.6%3,2950.0%Oils/Energy
CALL ACCENTURE PLC
$394$79 -16.7%1,5000.0%OPT
International Business Machines Co. stock logo
IBM
International Business Machines
$392$8 -1.9%2,0530.0%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$392$62 -13.7%3,1950.0%Business Services
Mister Car Wash, Inc. stock logo
MCW
Mister Car Wash
$388$78 25.0%50,0000.0%Consumer Discretionary
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$387$513 -57.0%3,9500.0%Finance
Brookfield Infrastructure Partners L.P. stock logo
BIP
Brookfield Infrastructure Partners
$387$16 -4.1%12,4000.0%Finance
Sanofi stock logo
SNY
Sanofi
$381$97 34.3%7,8320.0%Medical
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$378$3 0.8%1300.0%Retail/Wholesale
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$3770.0%3710.0%Industrial Products
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$377$26 -6.5%5,7480.0%ETF
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$377$12 -3.0%7,5470.0%ETF
LIBERTY GLOBAL LTD C NULL NULL
$3750.0%21,2740.0%COM
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$373$0 0.0%4,5410.0%Utilities
Northern Trust Co. stock logo
NTRS
Northern Trust
$361$43 -10.6%4,0600.0%Finance
ASML Holding stock logo
ASML
ASML
$360$360 New Holding3710.0%Computer and Technology
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$359$359 New Holding15,6000.0%Business Services
The Cigna Group stock logo
CI
The Cigna Group
$3570.0%9840.0%Medical
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$356$1 0.4%2,5680.0%Retail/Wholesale
iShares Asia 50 ETF stock logo
AIA
iShares Asia 50 ETF
$355$7 -1.9%5,8500.0%ETF
Crown Castle Inc. stock logo
CCI
Crown Castle
$353$31 -8.0%3,3380.0%Finance
HP Inc. stock logo
HPQ
HP
$347$98 -22.1%11,4720.0%Computer and Technology
SPDR SSgA Global Allocation ETF stock logo
GAL
SPDR SSgA Global Allocation ETF
$3470.0%8,0380.0%ETF
The Hershey Company stock logo
HSY
Hershey
$346$870 -71.6%1,7780.0%Consumer Staples
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$345$65 -15.9%10,5720.0%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$336$20 6.5%8,1880.0%Finance
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$334$334 New Holding1,1500.0%Consumer Discretionary
John Hancock Financial Opportunities Fund stock logo
BTO
John Hancock Financial Opportunities Fund
$331$129 64.2%11,1780.0%Finance
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$330$67 -16.9%2,4020.0%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$330$52 -13.6%1,1330.0%Industrial Products
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$327$327 New Holding3,5190.0%ETF
Unum Group stock logo
UNM
Unum Group
$325$23 7.5%6,0620.0%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$321$7 2.2%4,7660.0%ETF
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$319$6 -1.9%5,4410.0%ETF
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$318$318 New Holding2,7500.0%ETF
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$318$27 9.1%4,2830.0%Business Services
CNA Financial Co. stock logo
CNA
CNA Financial
$318$318 New Holding7,0000.0%Finance
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$317$16 -4.9%3,0990.0%Basic Materials
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$315$34 -9.7%7420.0%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$315$6 -2.0%1,2740.0%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$310$1,405 -81.9%3,2490.0%Medical
DTE Energy stock logo
DTE
DTE Energy
$309$0 0.1%2,7590.0%Utilities
Devon Energy Co. stock logo
DVN
Devon Energy
$309$77 33.4%6,1490.0%Oils/Energy
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$307$78 -20.3%3,9550.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$306$27 9.9%6350.0%Business Services
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$303$0 0.0%4,3300.0%Consumer Staples
Bank of Montreal stock logo
BMO
Bank of Montreal
$303$10 3.3%3,1030.0%Finance
Aberdeen Total Dynamic Dividend Fund stock logo
AOD
Aberdeen Total Dynamic Dividend Fund
$298$31 11.7%36,0030.0%Miscellaneous
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$298$23 8.4%3,8710.0%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$297$45 -13.1%2,3340.0%Oils/Energy
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$2960.0%5,5500.0%ETF
CACI International Inc stock logo
CACI
CACI International
$295$295 New Holding7800.0%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$294$353 -54.6%3,1040.0%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2940.0%5290.0%ETF
Paramount Global stock logo
PARAA
Paramount Global
$2940.0%13,4470.0%Consumer Discretionary
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$2920.0%3030.0%Medical
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$292$1 0.5%4,3770.0%Utilities
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$292$5 1.8%6,3210.0%Manufacturing
General Dynamics Co. stock logo
GD
General Dynamics
$291$50 20.6%1,0310.0%Aerospace
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$291$2 -0.7%5,7590.0%ETF
Southwestern Energy stock logo
SWN
Southwestern Energy
$290$290 New Holding38,2500.0%Oils/Energy
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$286$286 New Holding3,5000.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$286$6 -2.1%1,7560.0%ETF
BlackRock Enhanced Equity Dividend Trust stock logo
BDJ
BlackRock Enhanced Equity Dividend Trust
$286$28 10.7%34,6520.0%Financial Services
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$285$285 New Holding3,1750.0%ETF
General Motors stock logo
GM
General Motors
$2840.0%6,2640.0%Auto/Tires/Trucks
Intuit Inc. stock logo
INTU
Intuit
$2830.0%4360.0%Computer and Technology
First Trust Emerging Markets Local Currency Bond ETF stock logo
FEMB
First Trust Emerging Markets Local Currency Bond ETF
$281$3 1.3%9,9810.0%Manufacturing
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$2800.0%1,3660.0%ETF
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$277$191 -40.8%2,6330.0%ETF
Align Technology, Inc. stock logo
ALGN
Align Technology
$277$18 -6.1%8440.0%Medical
Virtus Equity & Convertible Income Fund stock logo
NIE
Virtus Equity & Convertible Income Fund
$277$78 -21.9%12,3780.0%Financial Services
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$274$1 0.4%2,5140.0%Finance
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$268$2 0.7%13,1310.0%ETF
CBRE Global Real Estate Income Fund stock logo
IGR
CBRE Global Real Estate Income Fund
$268$2 -0.7%49,7270.0%Financial Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$267$60 28.8%1,7950.0%Transportation
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$266$266 New Holding1,8460.0%Finance
CALL RAYTHEON TECHNOLOGI
$265$16 -5.6%3,4000.0%OPT
Bloomin' Brands, Inc. stock logo
BLMN
Bloomin' Brands
$263$263 New Holding9,1690.0%Retail/Wholesale
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$263$34 15.1%2,3910.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$262$46 -15.0%1,4920.0%Auto/Tires/Trucks
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2600.0%2,5610.0%ETF
Entergy Co. stock logo
ETR
Entergy
$259$9 3.6%2,4470.0%Utilities
The Timken Company stock logo
TKR
Timken
$258$258 New Holding2,9500.0%Industrial Products
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$258$0 0.0%6,6210.0%Oils/Energy
Stryker Co. stock logo
SYK
Stryker
$254$18 -6.5%7090.0%Medical
CALL WALGREENS BOOTS
$252$252 New Holding12,0000.0%OPT
CALL INVESCO QQQ TR
$251$251 New Holding6000.0%OPT
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$248$3 -1.3%2,0430.0%Transportation
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$246$3 -1.3%5,8520.0%Finance
Lennox International Inc. stock logo
LII
Lennox International
$246$0 0.2%5040.0%Construction
Boston Properties, Inc. stock logo
BXP
Boston Properties
$2450.0%3,7500.0%Finance
Flex Ltd. stock logo
FLEX
Flex
$2390.0%8,3500.0%Computer and Technology
Taylor Morrison Home Co. stock logo
TMHC
Taylor Morrison Home
$239$40 -14.4%3,8500.0%Construction
Wintrust Financial Co. stock logo
WTFC
Wintrust Financial
$2390.0%2,2920.0%Finance
First Trust Stoxx European Select Dividend Index Fund stock logo
FDD
First Trust Stoxx European Select Dividend Index Fund
$2380.0%20,0880.0%ETF
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$236$236 New Holding1,7900.0%Medical
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$235$15 6.6%9980.0%ETF
Invesco S&P 500 Equal Weight Health Care ETF stock logo
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
$235$2,380 -91.0%7,3810.0%ETF
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$235$14 6.5%2,6350.0%ETF
Ball Co. stock logo
BALL
Ball
$234$111 -32.3%3,4730.0%Industrial Products
NUVEEN DYNAMIC MUNICIPAL OPPORTUNITIES FUND NULL
$233$18 8.4%21,4090.0%CEF
Eastman Chemical stock logo
EMN
Eastman Chemical
$232$1 -0.2%2,3180.0%Basic Materials
AstraZeneca PLC stock logo
AZN
AstraZeneca
$230$1 0.5%3,3900.0%Medical
Invesco Financial Preferred ETF stock logo
PGF
Invesco Financial Preferred ETF
$2300.0%15,1000.0%Manufacturing
PGIM High Yield Bond Fund, Inc. stock logo
ISD
PGIM High Yield Bond Fund
$229$13 -5.4%17,6440.0%Financial Services
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$228$10 4.5%2,3250.0%Industrial Products
AMPLIFY CYBERSECURTY ETF NULL NULL
$228$228 New Holding3,5500.0%ETF
Relx Plc stock logo
RELX
Relx
$227$15 -6.3%5,2500.0%Computer and Technology
The Liberty SiriusXM Group stock logo
LSXMK
The Liberty SiriusXM Group
$2270.0%7,6560.0%Consumer Discretionary
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$226$12 -5.2%2,9650.0%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$225$36 -13.9%4340.0%Medical
Genuine Parts stock logo
GPC
Genuine Parts
$225$225 New Holding1,4530.0%Auto/Tires/Trucks
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$223$1 0.4%4,3550.0%Manufacturing
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2230.0%2,9360.0%ETF
BlackRock Flexible Income ETF stock logo
BINC
BlackRock Flexible Income ETF
$218$218 New Holding4,1550.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$217$9 -4.2%4130.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$216$0 0.1%1,3860.0%ETF
The Liberty SiriusXM Group stock logo
LSXMA
The Liberty SiriusXM Group
$2160.0%7,2720.0%Consumer Discretionary
First Trust US Equity Opportunities ETF stock logo
FPX
First Trust US Equity Opportunities ETF
$212$38 -15.3%2,0080.0%ETF
Fair Isaac Co. stock logo
FICO
Fair Isaac
$212$212 New Holding1700.0%Computer and Technology
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$211$211 New Holding1,5840.0%Medical
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$206$206 New Holding2,1720.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$206$7 -3.5%1,0720.0%ETF
BlackRock Multi-Sector Income Trust stock logo
BIT
BlackRock Multi-Sector Income Trust
$206$25 13.9%12,9630.0%Financial Services
CSX Co. stock logo
CSX
CSX
$205$205 New Holding5,5350.0%Transportation
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$202$79 -28.2%2,5050.0%ETF
DFJ
WisdomTree Japan SmallCap Dividend Fund
$201$201 New Holding2,6000.0%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$201$4 2.0%5,0920.0%ETF
Sonoco Products stock logo
SON
Sonoco Products
$200$200 New Holding3,4500.0%Industrial Products
Cavco Industries, Inc. stock logo
CVCO
Cavco Industries
$200$200 New Holding5000.0%Construction
First Trust High Income Long/Short Fund stock logo
FSD
First Trust High Income Long/Short Fund
$196$3 -1.3%16,4700.0%Financial Services
LIBERTY GLOBAL LTD NULL NULL
$1720.0%10,1470.0%COM
BNY Mellon Strategic Municipals, Inc. stock logo
LEO
BNY Mellon Strategic Municipals
$1500.0%24,5630.0%Finance
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$147$67 -31.2%12,8330.0%Financial Services
Eaton Vance Tax-Managed Diversified Equity Income Fund stock logo
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
$146$146 New Holding10,8920.0%Financial Services
Paramount Global stock logo
PARA
Paramount Global
$143$21 -12.7%12,1290.0%Consumer Discretionary
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$138$12 -8.1%11,2360.0%Financial Services
Viatris Inc. stock logo
VTRS
Viatris
$135$8 -5.4%11,2880.0%Medical
Nuveen Floating Rate Income Fund stock logo
JFR
Nuveen Floating Rate Income Fund
$134$4 3.0%15,3990.0%Financial Services
PIMCO Municipal Income Fund II stock logo
PML
PIMCO Municipal Income Fund II
$1060.0%12,4490.0%Financial Services
Benson Hill, Inc. stock logo
BHIL
Benson Hill
$30.0%16,1030.0%Consumer Staples
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$0$2,373 -100.0%00.0%ETF
KeyCorp stock logo
KEY
KeyCorp
$0$918 -100.0%00.0%Finance
CALL BOEING CORP
$0$588 -100.0%00.0%OPT
Blackstone Mortgage Trust, Inc. stock logo
BXMT
Blackstone Mortgage Trust
$0$547 -100.0%00.0%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$0$459 -100.0%00.0%ETF
CALL ANHEUSER-BUSCH INBV
$0$398 -100.0%00.0%OPT
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$0$386 -100.0%00.0%ETF
MongoDB, Inc. stock logo
MDB
MongoDB
$0$379 -100.0%00.0%Computer and Technology
First Trust DJ Global Select Dividend Index Fund stock logo
FGD
First Trust DJ Global Select Dividend Index Fund
$0$329 -100.0%00.0%ETF
CALL EXXON MOBIL CORP
$0$325 -100.0%00.0%OPT
Ferguson plc stock logo
FERG
Ferguson
$0$319 -100.0%00.0%Industrial Products
CALL CATERPILLAR INC
$0$308 -100.0%00.0%OPT
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$0$297 -100.0%00.0%Retail/Wholesale
CALL LOCKHEED MARTIN
$0$295 -100.0%00.0%OPT
First Trust Emerging Markets Small Cap AlphaDEX Fund stock logo
FEMS
First Trust Emerging Markets Small Cap AlphaDEX Fund
$0$278 -100.0%00.0%ETF
Brookfield Reinsurance Ltd. stock logo
BNRE
Brookfield Reinsurance
$0$267 -100.0%00.0%Finance
CALL BLACKROCK INC
$0$256 -100.0%00.0%OPT
CALL HOME DEPOT INC
$0$255 -100.0%00.0%OPT
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$0$247 -100.0%00.0%ETF
Unilever PLC stock logo
UL
Unilever
$0$246 -100.0%00.0%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$0$244 -100.0%00.0%Oils/Energy
Liberty Broadband Co. stock logo
LBRDA
Liberty Broadband
$0$241 -100.0%00.0%Consumer Discretionary
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$0$239 -100.0%00.0%Retail/Wholesale
PPL Co. stock logo
PPL
PPL
$0$236 -100.0%00.0%Utilities
CALL HONEYWELL INTERNATI
$0$229 -100.0%00.0%OPT
Century Communities, Inc. stock logo
CCS
Century Communities
$0$225 -100.0%00.0%Construction
CALL SCHLUMBERGER LTD
$0$215 -100.0%00.0%OPT
Amplify Cybersecurity ETF stock logo
HACK
Amplify Cybersecurity ETF
$0$214 -100.0%00.0%ETF
Public Storage stock logo
PSA
Public Storage
$0$214 -100.0%00.0%Finance
Extra Space Storage Inc. stock logo
EXR
Extra Space Storage
$0$207 -100.0%00.0%Finance
CALL GE
$0$202 -100.0%00.0%OPT
Ambarella, Inc. stock logo
AMBA
Ambarella
$0$200 -100.0%00.0%Computer and Technology
FTHY
First Trust High Yield Opportunities 2027 Term Fund
$0$170 -100.0%00.0%

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