Nalls Sherbakoff Group
Latest statistics and disclosures from Nalls Sherbakoff Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, SCHF, IGSB, VNQ, SCHZ, and represent 39.27% of Nalls Sherbakoff Group's stock portfolio.
- Added to shares of these 10 stocks: BA, SCHF, DFAR, CGW, LIN, DFEM, SCHB, VTV, CRWD, LMT.
- Started 27 new stock positions in RFG, RTX, NLR, PTF, LIN, BTI, QQQ, XSD, PWR, TGT.
- Reduced shares in these 10 stocks: Guggenheim Bulletshrs 2023 Corp Bd Etf, VNQ, IGSB, MSFT, PSLV, VOO, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, TSLA, SCHZ, NEE.
- Sold out of its positions in ALB, TOKE, CPK, STZ, DXC, DHR, Denbury, DVN, FSLR, HPQ.
- Nalls Sherbakoff Group was a net seller of stock by $-758k.
- Nalls Sherbakoff Group has $112M in assets under management (AUM), dropping by 9.29%.
- Central Index Key (CIK): 0001767500
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Portfolio Holdings for Nalls Sherbakoff Group
Nalls Sherbakoff Group holds 460 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 15.9 | $18M | 321k | 55.67 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 7.4 | $8.3M | +4% | 224k | 36.96 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 5.7 | $6.4M | -4% | 125k | 51.27 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 5.6 | $6.3M | -6% | 71k | 88.36 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 4.7 | $5.3M | -2% | 113k | 46.62 |
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| Apple (AAPL) | 2.7 | $3.0M | 16k | 192.54 |
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| Capstar Finl Hldgs | 2.5 | $2.8M | -4% | 147k | 18.74 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.2 | $2.4M | 30k | 82.96 |
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| Vanguard Index Fds Value Etf (VTV) | 2.0 | $2.3M | +7% | 15k | 149.50 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 1.9 | $2.2M | +3% | 75k | 29.12 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.7 | $2.0M | +9% | 79k | 24.96 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.6 | $1.8M | 26k | 70.10 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 1.5 | $1.7M | -2% | 36k | 47.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.6M | 12k | 139.69 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.4 | $1.6M | 64k | 24.79 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.3 | $1.5M | +7% | 58k | 25.79 |
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| Amazon (AMZN) | 1.3 | $1.5M | -4% | 9.6k | 151.94 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 1.3 | $1.5M | 24k | 61.94 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.2 | $1.3M | 17k | 76.38 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.2 | $1.3M | 26k | 50.62 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.0 | $1.1M | -2% | 12k | 88.71 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $1.1M | -6% | 11k | 103.07 |
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| Procter & Gamble Company (PG) | 1.0 | $1.1M | 7.4k | 146.54 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $1.1M | -6% | 4.9k | 219.55 |
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| Regions Financial Corporation (RF) | 0.9 | $1.0M | 53k | 19.38 |
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| Microsoft Corporation (MSFT) | 0.9 | $1.0M | -21% | 2.7k | 376.07 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $935k | -2% | 18k | 52.20 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $916k | -6% | 6.3k | 145.01 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.8 | $868k | -22% | 108k | 8.08 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.6 | $710k | 13k | 55.35 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $700k | -3% | 2.9k | 241.74 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $692k | 12k | 56.40 |
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| Ferrari Nv Ord (RACE) | 0.6 | $677k | 2.0k | 338.43 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.5 | $604k | 32k | 19.15 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $592k | 7.8k | 76.13 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $549k | 25k | 21.78 |
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| Kkr & Co (KKR) | 0.5 | $526k | 6.3k | 82.85 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $509k | -11% | 9.8k | 51.83 |
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| W.W. Grainger (GWW) | 0.4 | $497k | 600.00 | 828.69 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $490k | 4.9k | 99.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $487k | 2.5k | 191.17 |
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| Boeing Company (BA) | 0.4 | $464k | +3460% | 1.8k | 260.66 |
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| At&t (T) | 0.4 | $458k | 27k | 16.78 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $452k | -4% | 7.1k | 63.33 |
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| Truist Financial Corp equities (TFC) | 0.4 | $442k | 12k | 36.92 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.4 | $433k | 21k | 20.88 |
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| Norfolk Southern (NSC) | 0.3 | $392k | 1.7k | 236.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $365k | -36% | 836.00 | 436.80 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $362k | 18k | 20.46 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $359k | 2.1k | 170.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $356k | 2.5k | 140.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $352k | -7% | 2.1k | 170.41 |
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| NVIDIA Corporation (NVDA) | 0.3 | $339k | 684.00 | 495.37 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.3 | $337k | NEW | 15k | 22.74 |
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| Advanced Micro Devices (AMD) | 0.3 | $327k | +10% | 2.2k | 147.41 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $298k | +68% | 657.00 | 453.24 |
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| Automatic Data Processing (ADP) | 0.3 | $291k | 1.3k | 232.97 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.3 | $286k | NEW | 5.4k | 53.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $280k | 901.00 | 310.88 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $278k | 2.9k | 97.02 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $258k | 2.3k | 114.04 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $258k | 5.5k | 47.05 |
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| Chevron Corporation (CVX) | 0.2 | $258k | 1.7k | 149.16 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $252k | 4.8k | 52.33 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $250k | 4.6k | 53.82 |
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| General Electric Com New (GE) | 0.2 | $245k | 1.9k | 127.63 |
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| Ford Motor Company (F) | 0.2 | $240k | 20k | 12.19 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $231k | 5.4k | 42.52 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $229k | 2.3k | 99.19 |
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| Linde SHS (LIN) | 0.2 | $228k | NEW | 556.00 | 410.71 |
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| Southern Company (SO) | 0.2 | $221k | +13% | 3.1k | 70.13 |
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| Illinois Tool Works (ITW) | 0.2 | $219k | 834.00 | 261.94 |
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| Kinder Morgan (KMI) | 0.2 | $212k | 12k | 17.64 |
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| L3harris Technologies (LHX) | 0.2 | $210k | 999.00 | 210.62 |
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| Oracle Corporation (ORCL) | 0.2 | $210k | 2.0k | 105.44 |
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| BP Sponsored Adr (BP) | 0.2 | $209k | 5.9k | 35.40 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $208k | 953.00 | 218.15 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $205k | +4% | 7.2k | 28.61 |
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| First Horizon National Corporation (FHN) | 0.2 | $203k | 14k | 14.16 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $201k | 3.6k | 56.14 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $200k | 1.2k | 173.92 |
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| S&p Global (SPGI) | 0.2 | $197k | 447.00 | 440.52 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $192k | 14k | 13.80 |
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| Wal-Mart Stores (WMT) | 0.2 | $192k | 1.2k | 157.65 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $190k | 2.4k | 79.22 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $190k | 1.5k | 124.97 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $185k | 6.4k | 28.78 |
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| Cnx Resources Corporation (CNX) | 0.2 | $185k | 9.2k | 20.00 |
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| Merck & Co (MRK) | 0.2 | $182k | 1.7k | 109.02 |
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| Dominion Resources (D) | 0.2 | $182k | 3.9k | 47.00 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Hy | 0.2 | $181k | 8.0k | 22.71 |
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| Old Republic International Corporation (ORI) | 0.2 | $177k | 6.0k | 29.40 |
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| Eli Lilly & Co. (LLY) | 0.2 | $175k | +19% | 300.00 | 583.68 |
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| Nextera Energy (NEE) | 0.1 | $168k | -44% | 2.8k | 60.74 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $167k | 6.5k | 25.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $167k | 2.2k | 75.10 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $165k | -4% | 3.5k | 47.24 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $161k | 4.8k | 33.25 |
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| Olin Corp Com Par $1 (OLN) | 0.1 | $156k | 2.9k | 53.96 |
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| Waste Management (WM) | 0.1 | $150k | 839.00 | 179.10 |
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| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.1 | $147k | 2.0k | 71.74 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $137k | +77% | 7.1k | 19.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $128k | NEW | 500.00 | 255.32 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $127k | 3.7k | 34.36 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $126k | 1.6k | 79.93 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $123k | 2.1k | 58.33 |
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| Meta Platforms Cl A (META) | 0.1 | $121k | +2% | 343.00 | 353.96 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $117k | 1.2k | 101.99 |
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| Abbott Laboratories (ABT) | 0.1 | $117k | 1.1k | 110.09 |
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| McDonald's Corporation (MCD) | 0.1 | $116k | 392.00 | 296.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $111k | 468.00 | 237.03 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $108k | 4.8k | 22.73 |
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| Abbvie (ABBV) | 0.1 | $105k | 675.00 | 154.97 |
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| Canadian Natl Ry (CNI) | 0.1 | $101k | 800.00 | 125.63 |
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| Home Depot (HD) | 0.1 | $100k | -34% | 289.00 | 346.55 |
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| International Business Machines (IBM) | 0.1 | $99k | 607.00 | 163.55 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $99k | 513.00 | 192.48 |
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| Deere & Company (DE) | 0.1 | $96k | 241.00 | 399.87 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $95k | 700.00 | 136.14 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $95k | -8% | 1.3k | 75.34 |
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| General Dynamics Corporation (GD) | 0.1 | $92k | 355.00 | 259.67 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $92k | 2.4k | 39.03 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $90k | 530.00 | 170.46 |
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| Qualcomm (QCOM) | 0.1 | $87k | 603.00 | 144.74 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $87k | 3.2k | 27.14 |
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| Ishares Tr Glob Indstrl Etf (EXI) | 0.1 | $85k | 666.00 | 127.38 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $83k | 5.2k | 15.93 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $83k | 786.00 | 104.92 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $82k | 2.0k | 41.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $82k | NEW | 200.00 | 409.52 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $80k | +223% | 4.1k | 19.46 |
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| Discover Financial Services | 0.1 | $79k | 700.00 | 112.40 |
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| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $76k | 2.3k | 33.52 |
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| Morgan Stanley Com New (MS) | 0.1 | $75k | +12% | 802.00 | 93.25 |
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| Lowe's Companies (LOW) | 0.1 | $75k | -17% | 335.00 | 222.46 |
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| Caterpillar (CAT) | 0.1 | $74k | -58% | 251.00 | 295.67 |
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| Prologis (PLD) | 0.1 | $74k | 554.00 | 133.30 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $74k | -19% | 588.00 | 125.14 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $72k | -6% | 668.00 | 107.49 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $72k | 548.00 | 130.92 |
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| Verizon Communications (VZ) | 0.1 | $71k | 1.9k | 37.70 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $69k | -59% | 889.00 | 77.29 |
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| Union Pacific Corporation (UNP) | 0.1 | $69k | -16% | 279.00 | 245.62 |
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| UnitedHealth (UNH) | 0.1 | $68k | 130.00 | 526.48 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $66k | -14% | 1.8k | 37.60 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $64k | +159% | 518.00 | 122.77 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $63k | 1.3k | 48.45 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $63k | +88% | 2.7k | 23.13 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $63k | -19% | 537.00 | 117.22 |
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| Pepsi (PEP) | 0.1 | $63k | 369.00 | 169.84 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $62k | 766.00 | 81.10 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $62k | 2.2k | 28.64 |
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| Johnson & Johnson (JNJ) | 0.1 | $60k | 383.00 | 156.61 |
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| Bank of America Corporation (BAC) | 0.1 | $60k | -7% | 1.8k | 33.66 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $57k | 1.2k | 49.19 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $55k | +79% | 928.00 | 59.62 |
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| Altria (MO) | 0.0 | $55k | +120% | 1.4k | 40.34 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $55k | 1.8k | 31.19 |
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| Intel Corporation (INTC) | 0.0 | $53k | -24% | 1.1k | 50.25 |
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| Nucor Corporation (NUE) | 0.0 | $52k | 300.00 | 174.04 |
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| AmerisourceBergen (COR) | 0.0 | $51k | NEW | 250.00 | 205.38 |
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| Coca-Cola Company (KO) | 0.0 | $51k | 860.00 | 58.93 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $51k | 2.0k | 25.53 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $50k | 918.00 | 53.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $49k | 103.00 | 479.41 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $49k | 647.00 | 75.54 |
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| Bristol Myers Squibb (BMY) | 0.0 | $48k | 941.00 | 51.31 |
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| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.0 | $48k | 2.0k | 24.25 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $47k | 800.00 | 59.24 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $47k | 1.2k | 39.11 |
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| Bassett Furniture Industries (BSET) | 0.0 | $46k | 2.8k | 16.60 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $46k | 173.00 | 263.17 |
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| Dupont De Nemours (DD) | 0.0 | $45k | 586.00 | 76.93 |
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| TJX Companies (TJX) | 0.0 | $44k | 470.00 | 93.81 |
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| Gamestop Corp Cl A (GME) | 0.0 | $44k | -2% | 2.5k | 17.53 |
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| Ishares Msci Aust Etf (EWA) | 0.0 | $43k | 1.8k | 24.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $43k | 274.00 | 157.80 |
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| Ishares Tr North Amern Nat (IGE) | 0.0 | $43k | 1.1k | 40.72 |
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| Hf Sinclair Corp (DINO) | 0.0 | $43k | 765.00 | 55.54 |
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| WD-40 Company (WDFC) | 0.0 | $42k | 176.00 | 238.83 |
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| Prudential Financial (PRU) | 0.0 | $41k | 394.00 | 103.71 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $41k | 1.7k | 24.17 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $40k | +223% | 1.8k | 22.37 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $40k | 382.00 | 104.38 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $39k | 3.5k | 11.38 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $39k | 496.00 | 77.73 |
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| Corning Incorporated (GLW) | 0.0 | $38k | 1.3k | 30.45 |
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| Starbucks Corporation (SBUX) | 0.0 | $38k | 397.00 | 96.01 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $38k | 600.00 | 62.66 |
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| Visa Com Cl A (V) | 0.0 | $37k | 142.00 | 260.35 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.0 | $36k | 1.5k | 24.54 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Muni | 0.0 | $36k | 1.4k | 24.92 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $36k | 553.00 | 64.14 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $35k | 820.00 | 42.41 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $34k | NEW | 409.00 | 84.14 |
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| Pfizer (PFE) | 0.0 | $34k | -4% | 1.2k | 28.79 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $34k | 1.0k | 32.06 |
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| Dow (DOW) | 0.0 | $32k | 586.00 | 54.84 |
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| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $32k | 300.00 | 105.78 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $32k | 787.00 | 40.06 |
|
|
| Forward Air Corporation | 0.0 | $31k | 500.00 | 62.87 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $31k | 227.00 | 134.46 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $30k | 45.00 | 660.09 |
|
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $30k | 383.00 | 77.08 |
|
|
| General Mills (GIS) | 0.0 | $29k | 450.00 | 65.14 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $29k | 187.00 | 155.05 |
|
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $29k | 925.00 | 31.13 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $29k | 413.00 | 69.36 |
|
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $28k | 296.00 | 95.66 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $28k | +26% | 317.00 | 89.27 |
|
| Corteva (CTVA) | 0.0 | $28k | 586.00 | 47.92 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $28k | 360.00 | 76.27 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $26k | 400.00 | 65.06 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $26k | 145.00 | 178.81 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $26k | 227.00 | 113.99 |
|
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $26k | 218.00 | 117.28 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $25k | 200.00 | 127.20 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $25k | 550.00 | 46.03 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $25k | 250.00 | 100.97 |
|
|
| Enbridge (ENB) | 0.0 | $24k | 666.00 | 36.02 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $24k | 175.00 | 136.38 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $24k | 492.00 | 47.90 |
|
|
| Travelers Companies (TRV) | 0.0 | $23k | NEW | 120.00 | 190.49 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $23k | 65.00 | 350.92 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $23k | 198.00 | 114.36 |
|
|
| Unum (UNM) | 0.0 | $23k | 500.00 | 45.22 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $22k | 200.00 | 110.66 |
|
|
| Stryker Corporation (SYK) | 0.0 | $22k | -77% | 73.00 | 299.47 |
|
| Wells Fargo & Company (WFC) | 0.0 | $22k | 440.00 | 49.22 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $21k | 286.00 | 72.43 |
|
|
| Harley-Davidson (HOG) | 0.0 | $20k | 540.00 | 36.84 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $20k | NEW | 113.00 | 175.19 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $19k | -47% | 804.00 | 24.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $19k | 40.00 | 475.32 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $19k | 75.00 | 252.23 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $19k | 100.00 | 187.22 |
|
|
| Tesla Motors (TSLA) | 0.0 | $19k | -91% | 75.00 | 248.48 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $18k | 240.00 | 75.45 |
|
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $17k | 541.00 | 32.06 |
|
|
| European Equity Fund (EEA) | 0.0 | $17k | 2.0k | 8.64 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $17k | 300.00 | 57.45 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $17k | 490.00 | 34.75 |
|
|
| Invesco Currencyshares Austr Australian Dol (FXA) | 0.0 | $17k | 250.00 | 67.52 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $17k | NEW | 160.00 | 104.71 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $17k | NEW | 326.00 | 50.94 |
|
| BlackRock | 0.0 | $16k | 20.00 | 811.80 |
|
|
| Walgreen Boots Alliance | 0.0 | $16k | 617.00 | 26.11 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $16k | 200.00 | 80.52 |
|
|
| Cisco Systems (CSCO) | 0.0 | $16k | 314.00 | 50.47 |
|
|
| Vaneck Etf Trust Uranium Pls Nucl (NLR) | 0.0 | $16k | NEW | 219.00 | 71.78 |
|
| Ishares Tr Global Finls Etf (IXG) | 0.0 | $16k | 200.00 | 78.58 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $16k | 356.00 | 43.85 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $15k | 40.00 | 376.88 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $15k | 300.00 | 49.73 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $14k | 198.00 | 72.15 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $14k | -20% | 196.00 | 72.16 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $13k | 150.00 | 89.47 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $13k | 200.00 | 65.80 |
|
|
| American Electric Power Company (AEP) | 0.0 | $13k | 162.00 | 81.22 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $13k | 504.00 | 25.52 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $13k | 150.00 | 85.54 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $12k | 400.00 | 30.90 |
|
|
| Invesco SHS (IVZ) | 0.0 | $12k | 690.00 | 17.85 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $12k | +13% | 139.00 | 84.26 |
|
| Walt Disney Company (DIS) | 0.0 | $11k | -4% | 123.00 | 90.29 |
|
| Cigna Corp (CI) | 0.0 | $11k | 35.00 | 299.46 |
|
|
| Yum! Brands (YUM) | 0.0 | $11k | 80.00 | 130.66 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $10k | 81.00 | 126.90 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $9.9k | 63.00 | 157.87 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $9.9k | 55.00 | 179.98 |
|
|
| Fluor Corporation (FLR) | 0.0 | $9.8k | -61% | 250.00 | 39.17 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $9.7k | 100.00 | 96.85 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $9.6k | 273.00 | 35.25 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $9.5k | NEW | 325.00 | 29.29 |
|
| Nike CL B (NKE) | 0.0 | $9.0k | 83.00 | 108.58 |
|
|
| Synopsys (SNPS) | 0.0 | $8.8k | 17.00 | 514.94 |
|
|
| Opendoor Technologies (OPEN) | 0.0 | $8.6k | -3% | 1.9k | 4.48 |
|
| Mosaic (MOS) | 0.0 | $8.5k | 237.00 | 35.73 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $8.1k | -12% | 140.00 | 57.98 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $8.0k | 400.00 | 20.04 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $7.9k | 88.00 | 89.83 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $7.9k | 100.00 | 78.96 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $7.5k | +6% | 16.00 | 469.44 |
|
| Philip Morris International (PM) | 0.0 | $7.3k | 78.00 | 94.09 |
|
|
| FedEx Corporation (FDX) | 0.0 | $7.3k | 29.00 | 253.00 |
|
|
| Ameren Corporation (AEE) | 0.0 | $7.2k | 100.00 | 72.34 |
|
|
| Flaherty & Crumrine/Claymore Total Retur (FLC) | 0.0 | $7.2k | 495.00 | 14.55 |
|
|
| American Express Company (AXP) | 0.0 | $7.1k | 38.00 | 187.34 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $7.1k | 103.00 | 68.81 |
|
|
| Vistaoutdoor (VSTO) | 0.0 | $6.4k | 218.00 | 29.57 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $6.1k | 118.00 | 52.05 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $5.9k | 125.00 | 47.44 |
|
|
| Quanta Services (PWR) | 0.0 | $5.8k | NEW | 27.00 | 215.81 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.7k | 72.00 | 79.72 |
|
|
| Boulder Growth & Income Fund (STEW) | 0.0 | $5.7k | 412.00 | 13.87 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $5.7k | 95.00 | 59.72 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $5.7k | 150.00 | 37.72 |
|
|
| Piedmont Lithium | 0.0 | $5.6k | 200.00 | 28.23 |
|
|
| Chemours (CC) | 0.0 | $5.6k | 176.00 | 31.55 |
|
|
| Embraer Sponsored Ads (ERJ) | 0.0 | $5.5k | 300.00 | 18.45 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $5.3k | -11% | 102.00 | 52.26 |
|
| Pool Corporation (POOL) | 0.0 | $5.2k | 13.00 | 398.77 |
|
|
| Honeywell International (HON) | 0.0 | $5.0k | -74% | 24.00 | 209.75 |
|
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $5.0k | 243.00 | 20.49 |
|
|
| Gilead Sciences (GILD) | 0.0 | $4.9k | 60.00 | 81.02 |
|
|
| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.0 | $4.8k | NEW | 400.00 | 12.03 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $4.7k | 93.00 | 51.02 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $4.7k | 62.00 | 76.50 |
|
|
| Cibc Cad (CM) | 0.0 | $4.5k | 94.00 | 48.15 |
|
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $4.4k | NEW | 107.00 | 41.22 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $4.3k | 134.00 | 32.17 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $4.3k | 48.00 | 89.06 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $4.2k | 33.00 | 128.45 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $4.2k | 54.00 | 78.15 |
|
|
| Western Union Company (WU) | 0.0 | $4.2k | 350.00 | 11.92 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $4.1k | 26.00 | 159.08 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $4.1k | 212.00 | 19.48 |
|
|
| Williams Companies (WMB) | 0.0 | $4.0k | 115.00 | 34.83 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $4.0k | 180.00 | 22.10 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $3.9k | 50.00 | 78.12 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $3.9k | -4% | 158.00 | 24.44 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $3.8k | 20.00 | 187.95 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $3.7k | NEW | 100.00 | 37.04 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $3.6k | 108.00 | 33.73 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $3.6k | 44.00 | 82.50 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $3.6k | 30.00 | 119.10 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $3.4k | 12.00 | 286.25 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $3.4k | -78% | 41.00 | 83.56 |
|
| Ishares Msci Bic Etf (BKF) | 0.0 | $3.4k | 100.00 | 34.19 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $3.4k | 80.00 | 42.44 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $3.3k | -50% | 15.00 | 221.60 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $3.2k | 47.00 | 68.00 |
|
|
| Citigroup Com New (C) | 0.0 | $3.2k | 62.00 | 51.45 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $3.1k | NEW | 105.00 | 29.75 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $3.0k | NEW | 60.00 | 50.52 |
|
| Arm Holdings Sponsored Adr (ARM) | 0.0 | $3.0k | NEW | 40.00 | 75.15 |
|
| Cadence Design Systems (CDNS) | 0.0 | $3.0k | -50% | 11.00 | 272.45 |
|
| Emerson Electric (EMR) | 0.0 | $2.9k | 30.00 | 97.33 |
|
|
| Fulgent Genetics (FLGT) | 0.0 | $2.9k | 100.00 | 28.91 |
|
|
| Capital One Financial (COF) | 0.0 | $2.9k | 22.00 | 131.14 |
|
|
| Repligen Corporation (RGEN) | 0.0 | $2.9k | 16.00 | 179.81 |
|
|
| Trinet (TNET) | 0.0 | $2.5k | 21.00 | 118.95 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.5k | 120.00 | 20.78 |
|
|
| Uipath Cl A (PATH) | 0.0 | $2.5k | 100.00 | 24.84 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $2.5k | -53% | 18.00 | 137.11 |
|
| ResMed (RMD) | 0.0 | $2.4k | 14.00 | 172.07 |
|
|
| Republic Services (RSG) | 0.0 | $2.3k | 14.00 | 164.93 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $2.3k | 8.00 | 285.00 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $2.1k | NEW | 1.0k | 2.12 |
|
| Teradyne (TER) | 0.0 | $2.0k | -47% | 19.00 | 105.79 |
|
| Raymond James Financial (RJF) | 0.0 | $2.0k | 18.00 | 111.50 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $2.0k | 4.00 | 490.00 |
|
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $1.9k | NEW | 8.00 | 235.88 |
|
| PNC Financial Services (PNC) | 0.0 | $1.9k | 12.00 | 154.92 |
|
|
| Primerica (PRI) | 0.0 | $1.9k | 9.00 | 205.78 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $1.8k | 71.00 | 25.80 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.8k | 40.00 | 45.42 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $1.7k | -49% | 33.00 | 52.42 |
|
| Cenovus Energy (CVE) | 0.0 | $1.7k | 100.00 | 16.65 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $1.6k | 114.00 | 14.42 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $1.6k | -91% | 6.00 | 270.83 |
|
| Ryder System (R) | 0.0 | $1.6k | 14.00 | 115.07 |
|
|
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $1.6k | 67.00 | 23.24 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $1.6k | 4.00 | 388.75 |
|
|
| Opko Health (OPK) | 0.0 | $1.5k | 1.0k | 1.51 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $1.5k | -29% | 24.00 | 61.42 |
|
| Paycom Software (PAYC) | 0.0 | $1.4k | 7.00 | 206.86 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $1.4k | 6.00 | 241.33 |
|
|
| Viatris (VTRS) | 0.0 | $1.4k | 130.00 | 10.83 |
|
|
| Kellogg Company (K) | 0.0 | $1.4k | 25.00 | 55.92 |
|
|
| Block Cl A (XYZ) | 0.0 | $1.4k | -50% | 18.00 | 77.39 |
|
| Qualys (QLYS) | 0.0 | $1.4k | 7.00 | 196.29 |
|
|
| Xylem (XYL) | 0.0 | $1.4k | 12.00 | 114.42 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $1.4k | 5.00 | 273.40 |
|
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $1.4k | 60.00 | 22.77 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $1.4k | 12.00 | 112.50 |
|
|
| Vaalco Energy Com New (EGY) | 0.0 | $1.3k | 300.00 | 4.49 |
|
|
| salesforce (CRM) | 0.0 | $1.3k | -44% | 5.00 | 263.20 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $1.3k | 20.00 | 65.80 |
|
|
| Marvell Technology (MRVL) | 0.0 | $1.3k | -48% | 21.00 | 61.71 |
|
| Shopify Cl A (SHOP) | 0.0 | $1.2k | -50% | 15.00 | 77.93 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.2k | 29.00 | 40.24 |
|
|
| Hubspot (HUBS) | 0.0 | $1.2k | -50% | 2.00 | 581.00 |
|
| Public Service Enterprise (PEG) | 0.0 | $1.2k | 19.00 | 61.16 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $1.2k | 6.00 | 192.67 |
|
|
| Amgen (AMGN) | 0.0 | $1.2k | 4.00 | 288.25 |
|
|
| Steris Shs Usd (STE) | 0.0 | $1.1k | 5.00 | 220.00 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $1.0k | -50% | 3.00 | 340.33 |
|
| South State Corporation | 0.0 | $1.0k | 12.00 | 84.50 |
|
|
| Target Corporation (TGT) | 0.0 | $1.0k | NEW | 7.00 | 144.29 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $990.997000 | 67.00 | 14.79 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $987.000000 | 5.00 | 197.40 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $962.000000 | 16.00 | 60.12 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $930.001300 | 113.00 | 8.23 |
|
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $902.000000 | -46% | 8.00 | 112.75 |
|
| Qorvo (QRVO) | 0.0 | $901.000000 | -46% | 8.00 | 112.62 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $890.000100 | 9.00 | 98.89 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $885.000000 | -76% | 30.00 | 29.50 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $856.000600 | 14.00 | 61.14 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $850.999800 | 7.00 | 121.57 |
|
|
| Synaptics, Incorporated (SYNA) | 0.0 | $799.000300 | -50% | 7.00 | 114.14 |
|
| Walker & Dunlop (WD) | 0.0 | $792.000300 | -46% | 7.00 | 113.14 |
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $765.000000 | 9.00 | 85.00 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $755.000300 | 23.00 | 32.83 |
|
|
| Live Oak Bancshares (LOB) | 0.0 | $747.000000 | -48% | 16.00 | 46.69 |
|
| Barnwell Industries (BRN) | 0.0 | $729.000000 | 300.00 | 2.43 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $718.000000 | -50% | 25.00 | 28.72 |
|
| Globant S A (GLOB) | 0.0 | $714.000000 | -50% | 3.00 | 238.00 |
|
| Cerence (CRNC) | 0.0 | $688.999500 | -50% | 35.00 | 19.69 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $630.999600 | 14.00 | 45.07 |
|
|
| Magnite Ord (MGNI) | 0.0 | $626.001100 | -55% | 67.00 | 9.34 |
|
| Inspire Med Sys (INSP) | 0.0 | $611.000100 | -50% | 3.00 | 203.67 |
|
| Cannae Holdings (CNNE) | 0.0 | $585.999000 | 30.00 | 19.53 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $576.000000 | 10.00 | 57.60 |
|
|
| Southwest Gas Corporation (SWX) | 0.0 | $570.999600 | 9.00 | 63.44 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $532.000000 | -50% | 10.00 | 53.20 |
|
| Zimmer Holdings (ZBH) | 0.0 | $487.000000 | 4.00 | 121.75 |
|
|
| Endava Ads (DAVA) | 0.0 | $468.000000 | -50% | 6.00 | 78.00 |
|
| Calliditas Therapeutics Ab Sponsered Ads | 0.0 | $464.000400 | -48% | 18.00 | 25.78 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $439.000100 | 7.00 | 62.71 |
|
|
| Resideo Technologies (REZI) | 0.0 | $433.000300 | 23.00 | 18.83 |
|
|
| Unity Software (U) | 0.0 | $409.000000 | -50% | 10.00 | 40.90 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $407.000000 | 11.00 | 37.00 |
|
|
| Etsy (ETSY) | 0.0 | $406.000000 | -50% | 5.00 | 81.20 |
|
| Ceva (CEVA) | 0.0 | $386.999900 | -48% | 17.00 | 22.76 |
|
| Progyny (PGNY) | 0.0 | $372.000000 | NEW | 10.00 | 37.20 |
|
| Wix SHS (WIX) | 0.0 | $369.999900 | -40% | 3.00 | 123.33 |
|
| Sprout Social Com Cl A (SPT) | 0.0 | $369.000000 | -45% | 6.00 | 61.50 |
|
| Docusign (DOCU) | 0.0 | $357.000000 | -50% | 6.00 | 59.50 |
|
| Jfrog Ord Shs (FROG) | 0.0 | $347.000000 | -50% | 10.00 | 34.70 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $334.000000 | -42% | 4.00 | 83.50 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $333.999000 | 34.00 | 9.82 |
|
|
| Teladoc (TDOC) | 0.0 | $324.000000 | -25% | 15.00 | 21.60 |
|
| Five9 (FIVN) | 0.0 | $315.000000 | -42% | 4.00 | 78.75 |
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $315.000000 | -50% | 20.00 | 15.75 |
|
| Alteryx Com Cl A | 0.0 | $283.000200 | -45% | 6.00 | 47.17 |
|
| Confluent Class A Com (CFLT) | 0.0 | $281.000400 | -47% | 12.00 | 23.42 |
|
| F&g Annuities & Life Common Stock (FG) | 0.0 | $276.000000 | 6.00 | 46.00 |
|
|
| Sabra Health Care REIT (SBRA) | 0.0 | $257.000400 | 18.00 | 14.28 |
|
|
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $244.999800 | -50% | 9.00 | 27.22 |
|
| Tilray (TLRY) | 0.0 | $230.000000 | 100.00 | 2.30 |
|
|
| Vuzix Corp Com New (VUZI) | 0.0 | $209.000000 | 100.00 | 2.09 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $204.000000 | NEW | 2.00 | 102.00 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $179.000000 | 1.00 | 179.00 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $174.000000 | 20.00 | 8.70 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $174.000000 | 1.00 | 174.00 |
|
|
| Kraft Heinz (KHC) | 0.0 | $148.000000 | 4.00 | 37.00 |
|
|
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 0.0 | $145.999500 | -50% | 15.00 | 9.73 |
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $132.000000 | -50% | 15.00 | 8.80 |
|
| Neogenomics Com New (NEO) | 0.0 | $113.999900 | -50% | 7.00 | 16.29 |
|
| Digitalocean Hldgs (DOCN) | 0.0 | $111.000000 | -50% | 3.00 | 37.00 |
|
| Weibo Corp Sponsored Adr (WB) | 0.0 | $110.000000 | 10.00 | 11.00 |
|
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.0 | $92.000100 | 3.00 | 30.67 |
|
|
| Inmode SHS (INMD) | 0.0 | $89.000000 | -42% | 4.00 | 22.25 |
|
| Wk Kellogg Com Shs | 0.0 | $79.000200 | NEW | 6.00 | 13.17 |
|
| Lemonade (LMND) | 0.0 | $65.000000 | -42% | 4.00 | 16.25 |
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $55.000000 | 1.00 | 55.00 |
|
|
| Bionano Genomics Com New | 0.0 | $19.000000 | 10.00 | 1.90 |
|
|
| Skillz Com Cl A (SKLZ) | 0.0 | $13.000000 | -50% | 2.00 | 6.50 |
|
| Smith & Wesson Brands (SWBI) | 0.0 | $9.000000 | NEW | 1.00 | 9.00 |
|
Past Filings by Nalls Sherbakoff Group
SEC 13F filings are viewable for Nalls Sherbakoff Group going back to 2018
- Nalls Sherbakoff Group 2023 Q4 filed April 9, 2024
- Nalls Sherbakoff Group 2023 Q1 filed Oct. 17, 2023
- Nalls Sherbakoff Group 2023 Q2 filed Oct. 17, 2023
- Nalls Sherbakoff Group 2023 Q3 filed Oct. 17, 2023
- Nalls Sherbakoff Group 2018 Q4 restated filed Feb. 15, 2019
- Nalls Sherbakoff Group 2018 Q4 filed Feb. 13, 2019