Coastal Investment Advisors
Latest statistics and disclosures from Coastal Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, MSFT, QQQ, BRK.B, and represent 17.42% of Coastal Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: MOAT, BRK.B, SCHD, SHY, ALB, AEM, SHV, JPST, COIN, JEPQ.
- Started 22 new stock positions in E, PANW, FAX, RPV, PTY, UNG, SQM, FOUR, H, ARMK. MGK, TLRY, LBAY, MRVL, HLIT, MRNA, BUFB, CTSO, FND, FANG, PSA, AN.
- Reduced shares in these 10 stocks: VUG, IWD, AAPL, VYM, SSUS, GLD, XOM, MSFT, PG, UCON.
- Sold out of its positions in EQL, OUSA, ACES, SDOG, ARKQ, ARKG, ARKW, ARKF, ARKX, ATVI.
- Coastal Investment Advisors was a net seller of stock by $-28M.
- Coastal Investment Advisors has $412M in assets under management (AUM), dropping by 0.29%.
- Central Index Key (CIK): 0001776792
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Portfolio Holdings for Coastal Investment Advisors
Coastal Investment Advisors holds 424 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $29M | -7% | 175k | 164.90 |
|
| Amazon (AMZN) | 2.9 | $12M | -4% | 116k | 103.29 |
|
| Microsoft Corporation (MSFT) | 2.9 | $12M | -5% | 41k | 288.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $11M | 33k | 320.93 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $8.6M | +47% | 28k | 308.77 |
|
| Procter & Gamble Company (PG) | 1.9 | $8.0M | -7% | 54k | 148.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $7.6M | -6% | 73k | 104.00 |
|
| Albemarle Corporation (ALB) | 1.7 | $7.0M | +31% | 32k | 221.04 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $6.3M | -7% | 23k | 277.77 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.1 | $4.4M | +7541% | 60k | 73.83 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $4.2M | 24k | 178.40 |
|
|
| American Express Company (AXP) | 1.0 | $4.1M | 25k | 164.95 |
|
|
| Meta Platforms Cl A (META) | 1.0 | $4.0M | -4% | 19k | 211.94 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $3.7M | +4% | 68k | 54.60 |
|
| Tesla Motors (TSLA) | 0.8 | $3.3M | +10% | 16k | 207.46 |
|
| Verizon Communications (VZ) | 0.8 | $3.2M | -3% | 83k | 38.89 |
|
| McDonald's Corporation (MCD) | 0.8 | $3.1M | 11k | 279.61 |
|
|
| Chevron Corporation (CVX) | 0.7 | $3.1M | +2% | 19k | 163.16 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $3.0M | -7% | 64k | 46.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.0M | -9% | 29k | 103.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.8M | -5% | 14k | 204.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.8M | -2% | 6.8k | 409.41 |
|
| Johnson & Johnson (JNJ) | 0.7 | $2.8M | -3% | 18k | 155.00 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $2.6M | +833% | 36k | 73.16 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $2.5M | 28k | 91.24 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.5M | -23% | 23k | 109.66 |
|
| Coca-Cola Company (KO) | 0.6 | $2.5M | -2% | 40k | 62.03 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $2.5M | +468% | 30k | 82.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.4M | -3% | 18k | 130.31 |
|
| UnitedHealth (UNH) | 0.6 | $2.4M | -4% | 5.1k | 472.61 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $2.3M | 5.00 | 465600.00 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $2.3M | 4.6k | 496.85 |
|
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| Home Depot (HD) | 0.5 | $2.2M | -14% | 7.6k | 295.13 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $2.2M | 6.1k | 363.43 |
|
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| Abbvie (ABBV) | 0.5 | $2.2M | 14k | 159.37 |
|
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| Walt Disney Company (DIS) | 0.5 | $2.1M | -2% | 21k | 100.13 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.5 | $2.1M | -8% | 55k | 38.00 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.5 | $2.1M | +113% | 42k | 50.32 |
|
| Lowe's Companies (LOW) | 0.5 | $2.1M | -3% | 10k | 199.97 |
|
| Constellation Brands Cl A (STZ) | 0.5 | $2.0M | -4% | 9.0k | 225.90 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.5 | $2.0M | 8.5k | 238.46 |
|
|
| Visa Com Cl A (V) | 0.5 | $2.0M | -2% | 9.0k | 225.47 |
|
| At&t (T) | 0.5 | $2.0M | -8% | 105k | 19.25 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.0M | -47% | 19k | 105.50 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.9M | 21k | 90.55 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $1.9M | -5% | 23k | 82.83 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $1.9M | -18% | 12k | 151.01 |
|
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.5 | $1.9M | -6% | 130k | 14.31 |
|
| Agnico (AEM) | 0.5 | $1.9M | +266% | 36k | 50.97 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $1.9M | 59k | 31.22 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.8M | -35% | 9.8k | 183.22 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $1.8M | +312% | 16k | 110.50 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $1.8M | -12% | 54k | 32.35 |
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| Philip Morris International (PM) | 0.4 | $1.7M | -3% | 18k | 97.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.7M | -3% | 4.5k | 376.06 |
|
| Liberty Media Corp Del Com Ser C Frmla (FWONK) | 0.4 | $1.7M | 23k | 74.83 |
|
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| Pfizer (PFE) | 0.4 | $1.7M | -6% | 41k | 40.80 |
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| Merck & Co (MRK) | 0.4 | $1.6M | -9% | 15k | 106.39 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.6M | -2% | 51k | 32.15 |
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| Bank of America Corporation (BAC) | 0.4 | $1.6M | 57k | 28.60 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.4 | $1.6M | +10% | 40k | 39.50 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.4 | $1.6M | +25% | 35k | 45.24 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.5M | -2% | 32k | 48.79 |
|
| Boeing Company (BA) | 0.4 | $1.5M | -5% | 7.2k | 212.43 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $1.5M | +23% | 15k | 100.58 |
|
| Martin Marietta Materials (MLM) | 0.4 | $1.5M | 4.3k | 355.04 |
|
|
| Netflix (NFLX) | 0.4 | $1.5M | +7% | 4.4k | 345.48 |
|
| United Parcel Service CL B (UPS) | 0.4 | $1.5M | 7.7k | 193.99 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.5M | -5% | 4.3k | 343.38 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.5M | +11% | 3.1k | 472.69 |
|
| Microstrategy Cl A New (MSTR) | 0.4 | $1.5M | +5% | 5.1k | 292.32 |
|
| Ameriprise Financial (AMP) | 0.4 | $1.5M | 4.7k | 306.50 |
|
|
| Cisco Systems (CSCO) | 0.4 | $1.4M | +2% | 28k | 52.28 |
|
| Caterpillar (CAT) | 0.3 | $1.4M | +2% | 6.3k | 228.85 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $1.4M | -14% | 3.7k | 385.43 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.4M | -12% | 15k | 96.70 |
|
| Intel Corporation (INTC) | 0.3 | $1.4M | 43k | 32.67 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.4M | 14k | 101.66 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.4M | +5% | 20k | 66.85 |
|
| Coinbase Global Com Cl A (COIN) | 0.3 | $1.3M | +100% | 20k | 67.57 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.3 | $1.3M | -26% | 37k | 35.47 |
|
| Altria (MO) | 0.3 | $1.3M | -7% | 28k | 44.62 |
|
| Pepsi (PEP) | 0.3 | $1.3M | -7% | 6.9k | 182.30 |
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| International Business Machines (IBM) | 0.3 | $1.2M | 9.5k | 131.08 |
|
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| PerkinElmer (PKI) | 0.3 | $1.2M | 9.2k | 133.26 |
|
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| Unilever Spon Adr New (UL) | 0.3 | $1.2M | 23k | 51.93 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.2M | -7% | 17k | 69.31 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | 12k | 97.93 |
|
|
| Cdw (CDW) | 0.3 | $1.2M | +6% | 6.1k | 194.90 |
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| Jacobs Engineering Group (J) | 0.3 | $1.2M | 9.9k | 117.51 |
|
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| Applied Materials (AMAT) | 0.3 | $1.2M | 9.5k | 122.83 |
|
|
| Cheniere Energy Com New (LNG) | 0.3 | $1.2M | -13% | 7.4k | 157.61 |
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| PG&E Corporation (PCG) | 0.3 | $1.1M | +10% | 70k | 16.17 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $1.1M | 15k | 74.71 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $1.1M | -12% | 8.7k | 123.71 |
|
| Broadcom (AVGO) | 0.3 | $1.1M | +13% | 1.7k | 641.44 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $1.1M | -2% | 9.7k | 110.25 |
|
| Cummins (CMI) | 0.3 | $1.1M | 4.4k | 238.87 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.0M | +58% | 4.9k | 210.92 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.0M | -6% | 21k | 49.30 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.0M | -12% | 10k | 99.25 |
|
| Block Cl A (SQ) | 0.3 | $1.0M | -8% | 15k | 68.65 |
|
| Progressive Corporation (PGR) | 0.3 | $1.0M | +8% | 7.2k | 143.07 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $1.0M | +3% | 60k | 17.15 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.2 | $1.0M | -6% | 60k | 16.99 |
|
| Delaware Invts Natl Mun Inco Sh Ben Int (VFL) | 0.2 | $1.0M | 95k | 10.67 |
|
|
| Anthem (ELV) | 0.2 | $991k | +13% | 2.2k | 459.81 |
|
| Pacer Fds Tr Swan Sos Modrte (PSMJ) | 0.2 | $990k | 45k | 21.87 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $983k | -22% | 13k | 73.83 |
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| Paypal Holdings (PYPL) | 0.2 | $976k | -3% | 13k | 75.94 |
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| Southern Company (SO) | 0.2 | $948k | 14k | 69.58 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $942k | -5% | 6.2k | 151.76 |
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| Realty Income (O) | 0.2 | $922k | 15k | 63.32 |
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| Wells Fargo & Company (WFC) | 0.2 | $919k | -10% | 25k | 37.38 |
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| Arista Networks (ANET) | 0.2 | $917k | +11% | 5.5k | 167.86 |
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| Micron Technology (MU) | 0.2 | $916k | -10% | 15k | 60.34 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.2 | $908k | -6% | 7.8k | 116.91 |
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| First Tr Value Line Divid In SHS (FVD) | 0.2 | $907k | 23k | 40.16 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $904k | -4% | 7.9k | 115.08 |
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| Capital One Financial (COF) | 0.2 | $895k | 9.3k | 96.16 |
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| CarMax (KMX) | 0.2 | $894k | +5% | 14k | 64.28 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $890k | -40% | 9.2k | 96.47 |
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| Wal-Mart Stores (WMT) | 0.2 | $878k | -10% | 6.0k | 147.46 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $853k | 14k | 62.40 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $850k | +160% | 19k | 45.09 |
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| Diageo Spon Adr New (DEO) | 0.2 | $838k | -3% | 4.6k | 181.17 |
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| AutoZone (AZO) | 0.2 | $836k | 340.00 | 2458.15 |
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| Analog Devices (ADI) | 0.2 | $833k | +17% | 4.2k | 197.22 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $831k | -15% | 8.3k | 99.64 |
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| Citigroup Com New (C) | 0.2 | $824k | -24% | 18k | 46.89 |
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| Waste Management (WM) | 0.2 | $796k | -14% | 4.9k | 163.16 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $785k | 20k | 40.34 |
|
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $778k | -15% | 12k | 66.73 |
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| Ferrari Nv Ord (RACE) | 0.2 | $777k | 2.9k | 270.94 |
|
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| Vanguard World Fds Energy Etf (VDE) | 0.2 | $768k | -6% | 6.7k | 114.23 |
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| Liberty Broadband Corp Com Ser A (LBRDA) | 0.2 | $753k | +10% | 9.2k | 82.12 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $750k | +2% | 5.8k | 129.46 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $745k | -3% | 15k | 51.28 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $730k | 17k | 42.21 |
|
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| General Mills (GIS) | 0.2 | $718k | -6% | 8.4k | 85.46 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $713k | -6% | 16k | 45.44 |
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| Eaton Corp SHS (ETN) | 0.2 | $692k | -7% | 4.0k | 171.36 |
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| 3M Company (MMM) | 0.2 | $688k | -10% | 6.5k | 105.11 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $676k | -22% | 11k | 62.43 |
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| CVS Caremark Corporation (CVS) | 0.2 | $675k | +7% | 9.1k | 74.31 |
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| Iron Mountain (IRM) | 0.2 | $672k | +18% | 13k | 52.91 |
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| FedEx Corporation (FDX) | 0.2 | $672k | -4% | 2.9k | 228.52 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $669k | 6.6k | 101.18 |
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| Dow (DOW) | 0.2 | $668k | +30% | 12k | 54.82 |
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| Advanced Micro Devices (AMD) | 0.2 | $665k | +5% | 6.8k | 98.01 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $664k | -5% | 8.7k | 76.49 |
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| Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA) | 0.2 | $660k | +3% | 76k | 8.65 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $658k | 12k | 57.09 |
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| Metropcs Communications (TMUS) | 0.2 | $657k | -4% | 4.5k | 144.84 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $653k | -8% | 4.8k | 137.26 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $651k | 4.9k | 132.01 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $639k | +15% | 12k | 52.38 |
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| Paychex (PAYX) | 0.2 | $637k | 5.6k | 114.58 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $637k | -3% | 13k | 50.39 |
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| Ford Motor Company (F) | 0.2 | $635k | -13% | 50k | 12.60 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $633k | 29k | 22.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $632k | -42% | 1.5k | 411.11 |
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| Prudential Financial (PRU) | 0.2 | $629k | 7.6k | 82.74 |
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| Generac Holdings (GNRC) | 0.2 | $628k | -2% | 5.8k | 108.01 |
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| salesforce (CRM) | 0.2 | $626k | -31% | 3.1k | 199.78 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $619k | 56k | 11.12 |
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| Booking Holdings (BKNG) | 0.1 | $615k | -15% | 232.00 | 2652.41 |
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| Kinder Morgan (KMI) | 0.1 | $614k | +26% | 35k | 17.51 |
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| Valero Energy Corporation (VLO) | 0.1 | $614k | -5% | 4.4k | 139.60 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $610k | -14% | 6.0k | 102.18 |
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| Nuveen Va Premium Income Municipal Fund (NPV) | 0.1 | $610k | +6% | 54k | 11.40 |
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| Strategy Ns 7handl Idx (HNDL) | 0.1 | $607k | +21% | 30k | 20.23 |
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| First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.1 | $606k | -6% | 23k | 26.97 |
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| Green Brick Partners (GRBK) | 0.1 | $603k | +3% | 17k | 35.06 |
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| Danaher Corporation (DHR) | 0.1 | $602k | +8% | 2.4k | 252.02 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $601k | 11k | 55.55 |
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| American Tower Reit (AMT) | 0.1 | $600k | -9% | 2.9k | 204.31 |
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| Ceridian Hcm Hldg (CDAY) | 0.1 | $600k | +12% | 8.2k | 73.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $598k | +153% | 3.2k | 189.57 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $597k | +14% | 8.8k | 67.69 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $596k | +34% | 6.4k | 93.02 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $588k | +9% | 5.0k | 117.18 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $582k | 55k | 10.57 |
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| Royce Value Trust (RVT) | 0.1 | $581k | +3% | 43k | 13.57 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $579k | -3% | 13k | 44.87 |
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| Starbucks Corporation (SBUX) | 0.1 | $576k | -6% | 5.5k | 104.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $567k | -30% | 2.3k | 250.21 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $564k | 49k | 11.53 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $562k | -3% | 14k | 41.46 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $559k | 6.4k | 87.84 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $558k | -3% | 3.6k | 154.00 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $549k | 15k | 37.38 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $546k | 11k | 48.79 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $542k | +52% | 9.6k | 56.47 |
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| O'reilly Automotive (ORLY) | 0.1 | $542k | -9% | 638.00 | 848.98 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $534k | -6% | 8.8k | 60.95 |
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| Bath & Body Works In (BBWI) | 0.1 | $530k | +7% | 15k | 36.58 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $526k | +11% | 4.9k | 107.75 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $525k | +7% | 5.6k | 93.89 |
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| Ishares Tr India 50 Etf (INDY) | 0.1 | $516k | -3% | 13k | 41.11 |
|
| First Tr Exchange-traded Nasdq Fod Bvrg (FTXG) | 0.1 | $512k | 19k | 26.88 |
|
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| Zoetis Cl A (ZTS) | 0.1 | $509k | -17% | 3.1k | 166.47 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $506k | 2.7k | 186.03 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $498k | -2% | 6.5k | 76.23 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $495k | +12% | 290.00 | 1708.29 |
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| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $492k | +166% | 120k | 4.10 |
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| Nike CL B (NKE) | 0.1 | $488k | -19% | 4.0k | 122.64 |
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| Consolidated Edison (ED) | 0.1 | $488k | +2% | 5.1k | 95.67 |
|
| Constellation Energy (CEG) | 0.1 | $479k | -4% | 6.1k | 78.51 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $477k | -8% | 6.8k | 69.72 |
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| BP Sponsored Adr (BP) | 0.1 | $477k | +6% | 13k | 37.94 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $474k | -26% | 6.2k | 76.21 |
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| First Tr Exchange-traded Multi Asset Di (MDIV) | 0.1 | $467k | +4% | 32k | 14.66 |
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| Abbott Laboratories (ABT) | 0.1 | $462k | -27% | 4.6k | 101.25 |
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| Williams Companies (WMB) | 0.1 | $461k | -10% | 15k | 29.86 |
|
| Hca Holdings (HCA) | 0.1 | $460k | -30% | 1.7k | 263.70 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $449k | -7% | 11k | 40.40 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $449k | 4.8k | 93.60 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $447k | NEW | 5.5k | 81.06 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $445k | +8% | 5.9k | 75.15 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $444k | +14% | 6.3k | 70.75 |
|
| American Electric Power Company (AEP) | 0.1 | $441k | -6% | 4.8k | 90.98 |
|
| Intercontinental Exchange (ICE) | 0.1 | $440k | +20% | 4.2k | 104.29 |
|
| ConocoPhillips (COP) | 0.1 | $439k | -4% | 4.4k | 99.20 |
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| Shopify Cl A (SHOP) | 0.1 | $436k | -4% | 9.1k | 47.94 |
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| Phillips 66 (PSX) | 0.1 | $431k | -19% | 4.3k | 101.37 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $428k | -7% | 12k | 35.50 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $425k | +3% | 11k | 37.37 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $424k | +466% | 11k | 37.33 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $419k | 14k | 29.63 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $416k | NEW | 3.7k | 111.79 |
|
| Nvent Electric SHS (NVT) | 0.1 | $415k | +46% | 9.7k | 42.94 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $408k | 1.7k | 235.41 |
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| Southern Copper Corporation (SCCO) | 0.1 | $408k | 5.4k | 76.25 |
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| Hershey Company (HSY) | 0.1 | $407k | +20% | 1.6k | 254.45 |
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| Union Pacific Corporation (UNP) | 0.1 | $407k | -21% | 2.0k | 201.21 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $405k | -2% | 25k | 15.96 |
|
| Amgen (AMGN) | 0.1 | $395k | -22% | 1.6k | 241.70 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $394k | -3% | 4.8k | 81.22 |
|
| Enterprise Products Partners (EPD) | 0.1 | $393k | 15k | 25.90 |
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|
| Adobe Systems Incorporated (ADBE) | 0.1 | $393k | -9% | 1.0k | 385.37 |
|
| Kraft Heinz (KHC) | 0.1 | $391k | -20% | 10k | 38.67 |
|
| First Tr Exchange Traded Materials Alph (FXZ) | 0.1 | $391k | 6.0k | 65.32 |
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|
| Enbridge (ENB) | 0.1 | $390k | -7% | 10k | 38.15 |
|
| BlackRock (BLK) | 0.1 | $387k | -15% | 579.00 | 669.02 |
|
| Standex Int'l (SXI) | 0.1 | $385k | 3.1k | 122.44 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $382k | +61% | 3.8k | 100.15 |
|
| Quanta Services (PWR) | 0.1 | $381k | +34% | 2.3k | 166.63 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $376k | -42% | 2.4k | 158.77 |
|
| Lam Research Corporation (LRCX) | 0.1 | $375k | 707.00 | 530.20 |
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|
| General Dynamics Corporation (GD) | 0.1 | $373k | +3% | 1.6k | 228.26 |
|
| Western Asset Municipal Hgh Incm Fnd (MHF) | 0.1 | $370k | 56k | 6.67 |
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|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $366k | -21% | 2.4k | 149.53 |
|
| Stag Industrial (STAG) | 0.1 | $363k | -7% | 11k | 33.82 |
|
| Crown Castle Intl (CCI) | 0.1 | $363k | -11% | 2.7k | 133.83 |
|
| Uber Technologies (UBER) | 0.1 | $362k | 11k | 31.70 |
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|
| TJX Companies (TJX) | 0.1 | $360k | -7% | 4.6k | 78.36 |
|
| Shift4 Pmts Cl A (FOUR) | 0.1 | $356k | NEW | 4.7k | 75.80 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $355k | 1.9k | 186.49 |
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|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $355k | +24% | 9.3k | 38.06 |
|
| Exelon Corporation (EXC) | 0.1 | $354k | -39% | 8.4k | 41.89 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $354k | 5.8k | 61.04 |
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|
| Target Corporation (TGT) | 0.1 | $352k | -9% | 2.1k | 165.65 |
|
| Nextera Energy (NEE) | 0.1 | $351k | -14% | 4.6k | 77.07 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $349k | -26% | 1.7k | 202.40 |
|
| Nuveen Mun Value Fd 2 (NUW) | 0.1 | $348k | -6% | 25k | 13.77 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $347k | -2% | 18k | 19.86 |
|
| Nuveen Ga Div Adv Mun Fd 2 (NKG) | 0.1 | $343k | 34k | 10.17 |
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|
| Truist Financial Corp equities (TFC) | 0.1 | $338k | -2% | 9.9k | 34.10 |
|
| Credit Acceptance (CACC) | 0.1 | $336k | +6% | 771.00 | 436.04 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $336k | 9.7k | 34.58 |
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|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $335k | +14% | 5.6k | 60.22 |
|
| Gilead Sciences (GILD) | 0.1 | $335k | -26% | 4.0k | 82.97 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $334k | +2120% | 9.6k | 34.80 |
|
| Qualcomm (QCOM) | 0.1 | $332k | -10% | 2.6k | 127.60 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $327k | -3% | 735.00 | 444.39 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $323k | 6.1k | 53.40 |
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|
| PPL Corporation (PPL) | 0.1 | $321k | -2% | 12k | 27.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $315k | +15% | 3.4k | 92.82 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $314k | 2.1k | 150.99 |
|
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $311k | -2% | 6.5k | 47.88 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $310k | 11k | 28.26 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $310k | -18% | 8.7k | 35.58 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $309k | -64% | 1.2k | 263.29 |
|
| Smucker J M Com New (SJM) | 0.1 | $306k | 1.9k | 157.36 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $305k | 4.9k | 61.94 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $301k | -7% | 3.2k | 92.93 |
|
| Deere & Company (DE) | 0.1 | $300k | -11% | 727.00 | 412.67 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $298k | -4% | 6.6k | 45.17 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $298k | -5% | 3.6k | 83.04 |
|
| Clorox Company (CLX) | 0.1 | $297k | -39% | 1.9k | 158.26 |
|
| Harmonic (HLIT) | 0.1 | $293k | NEW | 20k | 14.59 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $292k | -4% | 4.0k | 73.76 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.1 | $290k | NEW | 3.0k | 98.22 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $289k | +50% | 3.1k | 92.59 |
|
| Fortinet (FTNT) | 0.1 | $287k | +2% | 4.3k | 66.46 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $285k | -26% | 2.1k | 134.19 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $281k | -18% | 8.0k | 35.12 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $280k | 5.1k | 55.36 |
|
|
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.1 | $280k | 5.4k | 51.44 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $280k | -29% | 3.9k | 71.13 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $279k | -57% | 22k | 12.47 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.1 | $278k | -4% | 2.4k | 115.91 |
|
| Fiserv (FISV) | 0.1 | $277k | -23% | 2.5k | 113.03 |
|
| NiSource (NI) | 0.1 | $275k | -3% | 9.8k | 27.96 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $275k | -4% | 3.4k | 80.23 |
|
| EOG Resources (EOG) | 0.1 | $274k | +12% | 2.4k | 114.62 |
|
| Riot Blockchain (RIOT) | 0.1 | $272k | +2% | 27k | 9.99 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $272k | -14% | 18k | 15.10 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $272k | 4.6k | 59.51 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $271k | -92% | 1.1k | 249.49 |
|
| Fmc Corp Com New (FMC) | 0.1 | $269k | +28% | 2.2k | 122.14 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $267k | -29% | 2.5k | 104.69 |
|
| Moody's Corporation (MCO) | 0.1 | $265k | -5% | 866.00 | 306.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $262k | -21% | 4.1k | 63.89 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $262k | 17k | 15.78 |
|
|
| General Motors Company (GM) | 0.1 | $261k | -13% | 7.1k | 36.68 |
|
| Allstate Corporation (ALL) | 0.1 | $261k | +4% | 2.4k | 110.80 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $261k | -3% | 9.8k | 26.67 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $260k | -32% | 6.8k | 37.91 |
|
| Morgan Stanley Com New (MS) | 0.1 | $257k | 2.9k | 87.79 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $256k | 1.7k | 147.53 |
|
|
| Oneok (OKE) | 0.1 | $256k | +13% | 4.0k | 63.55 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $255k | +14% | 7.1k | 36.05 |
|
| Air Products & Chemicals (APD) | 0.1 | $250k | -5% | 870.00 | 287.24 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $249k | +5% | 5.0k | 49.99 |
|
| Humana (HUM) | 0.1 | $249k | 513.00 | 485.46 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $249k | +24% | 8.3k | 30.13 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $248k | -41% | 4.6k | 53.97 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $247k | -3% | 429.00 | 576.24 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $247k | -23% | 3.3k | 75.56 |
|
| Tidal Etf Tr Leatherback Lng (LBAY) | 0.1 | $246k | NEW | 9.0k | 27.27 |
|
| Nuveen NY Municipal Value (NNY) | 0.1 | $245k | 28k | 8.72 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $245k | -19% | 2.9k | 84.90 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $241k | -19% | 988.00 | 244.24 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $241k | -18% | 3.4k | 70.29 |
|
| The Necessity Retail Reit In Com Class A (RTL) | 0.1 | $240k | 38k | 6.28 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $240k | -22% | 986.00 | 243.36 |
|
| Hartford Financial Services (HIG) | 0.1 | $240k | 3.4k | 69.70 |
|
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.1 | $239k | 9.5k | 25.11 |
|
|
| Spdr Ser Tr Bloomberg Intl (IBND) | 0.1 | $238k | 8.3k | 28.54 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $237k | +36% | 6.1k | 38.65 |
|
| Devon Energy Corporation (DVN) | 0.1 | $236k | -3% | 4.7k | 50.61 |
|
| Apollo Global Mgmt (APO) | 0.1 | $235k | 3.7k | 63.16 |
|
|
| Liberty Global Shs Cl A (LBTYA) | 0.1 | $235k | +12% | 12k | 19.50 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $234k | -6% | 6.7k | 34.92 |
|
| Innovator Etfs Tr Laddered Alc Bfr (BUFB) | 0.1 | $234k | NEW | 9.6k | 24.44 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.1 | $234k | 945.00 | 247.12 |
|
|
| ViaSat (VSAT) | 0.1 | $234k | -6% | 6.9k | 33.84 |
|
| Consol Energy (CEIX) | 0.1 | $234k | +14% | 4.0k | 58.27 |
|
| Aramark Hldgs (ARMK) | 0.1 | $233k | NEW | 6.5k | 35.80 |
|
| Teck Resources CL B (TECK) | 0.1 | $233k | -16% | 6.4k | 36.50 |
|