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 SOUN, XSD, RFG, SWBI, BTI, GRID, KLG, PTF, LIT, PGNY.
- 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
Tip: Access up to 7 years of quarterly data
Positions held by Nalls Sherbakoff Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 7.4 | $8.3M | +4% | 224k | 36.96 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 5.7 | $6.4M | -4% | 125k | 51.27 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.6 | $6.3M | -6% | 71k | 88.36 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 4.7 | $5.3M | -2% | 113k | 46.62 |
|
| Apple (AAPL) | 2.7 | $3.0M | 16k | 192.54 |
|
|
| Capstar Finl Hldgs (CSTR) | 2.5 | $2.8M | -4% | 147k | 18.74 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.2 | $2.4M | 30k | 82.96 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.0 | $2.3M | +7% | 15k | 149.50 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 1.9 | $2.2M | +3% | 75k | 29.12 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.7 | $2.0M | +9% | 79k | 24.96 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.6 | $1.8M | 26k | 70.10 |
|
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 1.5 | $1.7M | -2% | 36k | 47.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.6M | 12k | 139.69 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.4 | $1.6M | 64k | 24.79 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.3 | $1.5M | +7% | 58k | 25.79 |
|
| Amazon (AMZN) | 1.3 | $1.5M | -4% | 9.6k | 151.94 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 1.3 | $1.5M | 24k | 61.94 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.2 | $1.3M | 17k | 76.38 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.2 | $1.3M | 26k | 50.62 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.0 | $1.1M | -2% | 12k | 88.71 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $1.1M | -6% | 11k | 103.07 |
|
| Procter & Gamble Company (PG) | 1.0 | $1.1M | 7.4k | 146.54 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $1.1M | -6% | 4.9k | 219.55 |
|
| Regions Financial Corporation (RF) | 0.9 | $1.0M | 53k | 19.38 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $1.0M | -21% | 2.7k | 376.07 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $935k | -2% | 18k | 52.20 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $916k | -6% | 6.3k | 145.01 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.8 | $868k | -22% | 108k | 8.08 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.6 | $710k | 13k | 55.35 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $700k | -3% | 2.9k | 241.74 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $692k | 12k | 56.40 |
|
|
| Ferrari Nv Ord (RACE) | 0.6 | $677k | 2.0k | 338.43 |
|
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.5 | $604k | 32k | 19.15 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $592k | 7.8k | 76.13 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.5 | $549k | 25k | 21.78 |
|
|
| Kkr & Co (KKR) | 0.5 | $526k | 6.3k | 82.85 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $509k | -11% | 9.8k | 51.83 |
|
| W.W. Grainger (GWW) | 0.4 | $497k | 600.00 | 828.69 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $490k | 4.9k | 99.97 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $487k | 2.5k | 191.17 |
|
|
| Boeing Company (BA) | 0.4 | $464k | +3460% | 1.8k | 260.66 |
|
| At&t (T) | 0.4 | $458k | 27k | 16.78 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $452k | -4% | 7.1k | 63.33 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $442k | 12k | 36.92 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.4 | $433k | 21k | 20.88 |
|
|
| Norfolk Southern (NSC) | 0.3 | $392k | 1.7k | 236.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $365k | -36% | 836.00 | 436.80 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $362k | 18k | 20.46 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $359k | 2.1k | 170.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $356k | 2.5k | 140.93 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $352k | -7% | 2.1k | 170.41 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $339k | 684.00 | 495.37 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.3 | $337k | NEW | 15k | 22.74 |
|
| Advanced Micro Devices (AMD) | 0.3 | $327k | +10% | 2.2k | 147.41 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $298k | +68% | 657.00 | 453.24 |
|
| Automatic Data Processing (ADP) | 0.3 | $291k | 1.3k | 232.97 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.3 | $286k | NEW | 5.4k | 53.01 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $280k | 901.00 | 310.88 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $278k | 2.9k | 97.02 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $258k | 2.3k | 114.04 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $258k | 5.5k | 47.05 |
|
|
| Chevron Corporation (CVX) | 0.2 | $258k | 1.7k | 149.16 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $252k | 4.8k | 52.33 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $250k | 4.6k | 53.82 |
|
|
| General Electric Com New (GE) | 0.2 | $245k | 1.9k | 127.63 |
|
|
| Ford Motor Company (F) | 0.2 | $240k | 20k | 12.19 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $231k | 5.4k | 42.52 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $229k | 2.3k | 99.19 |
|
|
| Linde SHS (LIN) | 0.2 | $228k | NEW | 556.00 | 410.71 |
|
| Southern Company (SO) | 0.2 | $221k | +13% | 3.1k | 70.13 |
|
| Illinois Tool Works (ITW) | 0.2 | $219k | 834.00 | 261.94 |
|
|
| Kinder Morgan (KMI) | 0.2 | $212k | 12k | 17.64 |
|
|
| L3harris Technologies (LHX) | 0.2 | $210k | 999.00 | 210.62 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $210k | 2.0k | 105.44 |
|
|
| BP Sponsored Adr (BP) | 0.2 | $209k | 5.9k | 35.40 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $208k | 953.00 | 218.15 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $205k | +4% | 7.2k | 28.61 |
|
| First Horizon National Corporation (FHN) | 0.2 | $203k | 14k | 14.16 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $201k | 3.6k | 56.14 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $200k | 1.2k | 173.92 |
|
|
| S&p Global (SPGI) | 0.2 | $197k | 447.00 | 440.52 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $192k | 14k | 13.80 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $192k | 1.2k | 157.65 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $190k | 2.4k | 79.22 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $190k | 1.5k | 124.97 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $185k | 6.4k | 28.78 |
|
|
| Cnx Resources Corporation (CNX) | 0.2 | $185k | 9.2k | 20.00 |
|
|
| Merck & Co (MRK) | 0.2 | $182k | 1.7k | 109.02 |
|
|
| Dominion Resources (D) | 0.2 | $182k | 3.9k | 47.00 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.2 | $181k | 8.0k | 22.71 |
|
|
| Old Republic International Corporation (ORI) | 0.2 | $177k | 6.0k | 29.40 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $175k | +19% | 300.00 | 583.68 |
|
| Nextera Energy (NEE) | 0.1 | $168k | -44% | 2.8k | 60.74 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $167k | 6.5k | 25.66 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $167k | 2.2k | 75.10 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $165k | -4% | 3.5k | 47.24 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $161k | 4.8k | 33.25 |
|
|
| Olin Corp Com Par $1 (OLN) | 0.1 | $156k | 2.9k | 53.96 |
|
|
| Waste Management (WM) | 0.1 | $150k | 839.00 | 179.10 |
|
|
| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.1 | $147k | 2.0k | 71.74 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $137k | +77% | 7.1k | 19.30 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $128k | NEW | 500.00 | 255.32 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $127k | 3.7k | 34.36 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $126k | 1.6k | 79.93 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $123k | 2.1k | 58.33 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $121k | +2% | 343.00 | 353.96 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $117k | 1.2k | 101.99 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $117k | 1.1k | 110.09 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $116k | 392.00 | 296.18 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $111k | 468.00 | 237.03 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $108k | 4.8k | 22.73 |
|
|
| Abbvie (ABBV) | 0.1 | $105k | 675.00 | 154.97 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $101k | 800.00 | 125.63 |
|
|
| Home Depot (HD) | 0.1 | $100k | -34% | 289.00 | 346.55 |
|
| International Business Machines (IBM) | 0.1 | $99k | 607.00 | 163.55 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $99k | 513.00 | 192.48 |
|
|
| Deere & Company (DE) | 0.1 | $96k | 241.00 | 399.87 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $95k | 700.00 | 136.14 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $95k | -8% | 1.3k | 75.34 |
|
| General Dynamics Corporation (GD) | 0.1 | $92k | 355.00 | 259.67 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $92k | 2.4k | 39.03 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $90k | 530.00 | 170.46 |
|
|
| Qualcomm (QCOM) | 0.1 | $87k | 603.00 | 144.74 |
|
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $87k | 3.2k | 27.14 |
|
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.1 | $85k | 666.00 | 127.38 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $83k | 5.2k | 15.93 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $83k | 786.00 | 104.92 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $82k | 2.0k | 41.93 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $82k | NEW | 200.00 | 409.52 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $80k | +223% | 4.1k | 19.46 |
|
| Discover Financial Services (DFS) | 0.1 | $79k | 700.00 | 112.40 |
|
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $76k | 2.3k | 33.52 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $75k | +12% | 802.00 | 93.25 |
|
| Lowe's Companies (LOW) | 0.1 | $75k | -17% | 335.00 | 222.46 |
|
| Caterpillar (CAT) | 0.1 | $74k | -58% | 251.00 | 295.67 |
|
| Prologis (PLD) | 0.1 | $74k | 554.00 | 133.30 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $74k | -19% | 588.00 | 125.14 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $72k | -6% | 668.00 | 107.49 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $72k | 548.00 | 130.92 |
|
|
| Verizon Communications (VZ) | 0.1 | $71k | 1.9k | 37.70 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $69k | -59% | 889.00 | 77.29 |
|
| Union Pacific Corporation (UNP) | 0.1 | $69k | -16% | 279.00 | 245.62 |
|
| UnitedHealth (UNH) | 0.1 | $68k | 130.00 | 526.48 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $66k | -14% | 1.8k | 37.60 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $64k | +159% | 518.00 | 122.77 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $63k | 1.3k | 48.45 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $63k | +88% | 2.7k | 23.13 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $63k | -19% | 537.00 | 117.22 |
|
| Pepsi (PEP) | 0.1 | $63k | 369.00 | 169.84 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $62k | 766.00 | 81.10 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $62k | 2.2k | 28.64 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $60k | 383.00 | 156.61 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $60k | -7% | 1.8k | 33.66 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $57k | 1.2k | 49.19 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $55k | +79% | 928.00 | 59.62 |
|
| Altria (MO) | 0.0 | $55k | +120% | 1.4k | 40.34 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $55k | 1.8k | 31.19 |
|
|
| Intel Corporation (INTC) | 0.0 | $53k | -24% | 1.1k | 50.25 |
|
| Nucor Corporation (NUE) | 0.0 | $52k | 300.00 | 174.04 |
|
|
| AmerisourceBergen (COR) | 0.0 | $51k | NEW | 250.00 | 205.38 |
|
| Coca-Cola Company (KO) | 0.0 | $51k | 860.00 | 58.93 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $51k | 2.0k | 25.53 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $50k | 918.00 | 53.98 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $49k | 103.00 | 479.41 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $49k | 647.00 | 75.54 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $48k | 941.00 | 51.31 |
|
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.0 | $48k | 2.0k | 24.25 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $47k | 800.00 | 59.24 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $47k | 1.2k | 39.11 |
|
|
| Bassett Furniture Industries (BSET) | 0.0 | $46k | 2.8k | 16.60 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $46k | 173.00 | 263.17 |
|
|
| Dupont De Nemours (DD) | 0.0 | $45k | 586.00 | 76.93 |
|
|
| TJX Companies (TJX) | 0.0 | $44k | 470.00 | 93.81 |
|
|
| Gamestop Corp Cl A (GME) | 0.0 | $44k | -2% | 2.5k | 17.53 |
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $43k | 1.8k | 24.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $43k | 274.00 | 157.80 |
|
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $43k | 1.1k | 40.72 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $43k | 765.00 | 55.54 |
|
|
| WD-40 Company (WDFC) | 0.0 | $42k | 176.00 | 238.83 |
|
|
| Prudential Financial (PRU) | 0.0 | $41k | 394.00 | 103.71 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $41k | 1.7k | 24.17 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $40k | +223% | 1.8k | 22.37 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $40k | 382.00 | 104.38 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $39k | 3.5k | 11.38 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $39k | 496.00 | 77.73 |
|
|
| Corning Incorporated (GLW) | 0.0 | $38k | 1.3k | 30.45 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $38k | 397.00 | 96.01 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $38k | 600.00 | 62.66 |
|
|
| Visa Com Cl A (V) | 0.0 | $37k | 142.00 | 260.35 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.0 | $36k | 1.5k | 24.54 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.0 | $36k | 1.4k | 24.92 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $36k | 553.00 | 64.14 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $35k | 820.00 | 42.41 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $34k | NEW | 409.00 | 84.14 |
|
| Pfizer (PFE) | 0.0 | $34k | -4% | 1.2k | 28.79 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $34k | 1.0k | 32.06 |
|
|
| Dow (DOW) | 0.0 | $32k | 586.00 | 54.84 |
|
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $32k | 300.00 | 105.78 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $32k | 787.00 | 40.06 |
|
|
| Forward Air Corporation (FWRD) | 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 (BLK) | 0.0 | $16k | 20.00 | 811.80 |
|
|
| Walgreen Boots Alliance (WBA) | 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 (PLL) | 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 (SQ) | 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 (SSB) | 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 (CALT) | 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 (BIGC) | 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 (KLG) | 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 (BNGO) | 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