West Branch Capital LLC Top Holdings and 13F Report (2024)

About West Branch Capital LLC

Investment Activity

  • West Branch Capital LLC has $247.90 million in total holdings as of March 31, 2024.
  • West Branch Capital LLC owns shares of 423 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 8.07% of the portfolio was purchased this quarter.
  • About 4.32% of the portfolio was sold this quarter.
  • This quarter, West Branch Capital LLC has purchased 443 new stocks and bought additional shares in 85 stocks.
  • West Branch Capital LLC sold shares of 73 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Apple
$26,422,336
NVIDIA
$23,157,727
Microsoft
$22,566,999
Amazon.com
$14,210,044
Alphabet
$12,623,016

Largest New Holdings this Quarter

ARM HOLDINGS PLC
$249,980 Holding
Uber Technologies
$76,990 Holding

Largest Purchases this Quarter

Microsoft
7,057 shares (about $2.97M)
Walmart
45,023 shares (about $2.71M)
Apple
12,213 shares (about $2.09M)
Meta Platforms
1,556 shares (about $755.56K)
SPDR S&P 500 ETF Trust
1,427 shares (about $746.41K)

Largest Sales this Quarter

NVIDIA
9,335 shares (about $8.43M)
Super Micro Computer
400 shares (about $404.01K)
Arthur J. Gallagher & Co.
553 shares (about $138.27K)
NIKE
1,131 shares (about $106.29K)
AT&T
4,788 shares (about $84.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Branch Capital LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$26,422,336$2,094,286 8.6%154,08410.7%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$23,157,727$8,434,874 -26.7%25,6299.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$22,566,999$2,969,021 15.1%53,6399.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,210,044$639,811 4.7%78,7785.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,623,016$326,159 2.7%83,6355.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,988,600$746,411 6.6%22,9204.8%Finance
Moog Inc stock logo
MOG.B
Moog
$9,514,8280.0%60,6043.8%Aerospace
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$9,446,351$210,276 2.3%58,2213.8%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,374,339$328,692 5.4%31,8242.6%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$5,398,234$72,841 1.4%29,6442.2%Medical
Visa Inc. stock logo
V
Visa
$5,276,342$287,176 5.8%18,9062.1%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,689,883$34,697 -0.7%8,9211.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$4,518,240$237,055 5.5%11,7791.8%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,448,008$298,810 7.2%8,9911.8%Medical
Oracle Co. stock logo
ORCL
Oracle
$4,379,239$254,610 6.2%34,8641.8%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$3,878,901$2,709,021 231.6%64,4661.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,789,782$189,038 5.2%23,9571.5%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,287,032$491,693 17.6%4,2251.3%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,095,828$493,905 19.0%26,6331.2%Oils/Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$3,059,594$239,942 8.5%2,3081.2%Computer and Technology
Moog Inc. stock logo
MOG.A
Moog
$2,994,8750.0%18,7591.2%Aerospace
Mastercard Incorporated stock logo
MA
Mastercard
$2,783,572$207,564 8.1%5,7801.1%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,439,258$141,756 6.2%13,9381.0%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,411,753$140,525 6.2%18,2781.0%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,376,912$755,562 46.6%4,8951.0%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$2,344,565$175,363 8.1%8,3160.9%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$2,131,262$173,064 8.8%4,2240.9%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,835,218$69,464 -3.6%9,5640.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,820,673$94,630 5.5%36,4790.7%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,797,979$164,465 10.1%15,8190.7%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,736,467$154,357 9.8%28,3830.7%Consumer Staples
Bank of America Co. stock logo
BAC
Bank of America
$1,458,138$193,127 15.3%38,4530.6%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,446,394$196,998 15.8%2,4890.6%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,433,620$199,256 16.1%1,9570.6%Retail/Wholesale
Booking Holdings Inc. stock logo
BKNG
Booking
$1,417,159$7,249 -0.5%3910.6%Retail/Wholesale
BlackRock, Inc. stock logo
BLK
BlackRock
$1,094,614$21,676 -1.9%1,3130.4%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$1,091,724$15,002 -1.4%4,4390.4%Transportation
Alphabet Inc. stock logo
GOOG
Alphabet
$1,076,561$56,180 5.5%7,0710.4%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$1,063,441$235,970 28.5%6,7420.4%Oils/Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$955,021$3,993 0.4%7,8930.4%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$933,361$66,936 -6.7%3,7370.4%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$909,266$8,280 -0.9%20,9750.4%Consumer Discretionary
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$893,845$2,274 -0.3%1,9650.4%Aerospace
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$791,677$727,291 1,129.6%10,8080.3%Medical
NIKE, Inc. stock logo
NKE
NIKE
$686,515$106,290 -13.4%7,3050.3%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$676,197$295,626 77.7%1,6080.3%Finance
Eaton Co. plc stock logo
ETN
Eaton
$657,879$35,020 -5.1%2,1040.3%Industrial Products
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
$606,018$404,012 -40.0%6000.2%Computer and Technology
M&T Bank Co. stock logo
MTB
M&T Bank
$601,9770.0%4,1390.2%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$556,388$264,831 90.8%9160.2%Consumer Discretionary
Sysco Co. stock logo
SYY
Sysco
$496,836$1,786 0.4%6,1200.2%Consumer Staples
Accenture plc stock logo
ACN
Accenture
$494,931$183,000 58.7%1,4280.2%Business Services
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$493,086$493,086 New Holding5,3180.2%ETF
LINDE PLC
$479,126$210,778 78.5%1,0320.2%SHS
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$477,497$38,024 8.7%8,2380.2%Finance
Corning Incorporated stock logo
GLW
Corning
$473,357$9,756 -2.0%14,3620.2%Computer and Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$424,449$43,154 -9.2%4,7310.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$423,621$58,283 -12.1%1,4900.2%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$416,834$202,092 94.1%1,3840.2%Computer and Technology
General Motors stock logo
GM
General Motors
$401,540$349,840 676.7%8,8540.2%Auto/Tires/Trucks
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$397,993$46,463 13.2%3,4520.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$386,940$61,795 19.0%4,9780.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$379,004$248,216 189.8%2,1560.2%Auto/Tires/Trucks
CSX Co. stock logo
CSX
CSX
$367,674$1,038 0.3%9,9180.1%Transportation
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$357,047$235,964 194.9%2,1880.1%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$322,517$28,892 9.8%3,2930.1%Finance
Aberdeen Standard Physical Precious Metals Basket Shares ETF stock logo
GLTR
Aberdeen Standard Physical Precious Metals Basket Shares ETF
$304,4540.0%3,1880.1%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$301,787$4,366 -1.4%2,8340.1%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$300,324$13,481 -4.3%2,5620.1%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$282,532$27,291 -8.8%1,0870.1%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$256,792$138,273 -35.0%1,0270.1%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$253,1280.0%1,3550.1%ETF
ARM HOLDINGS PLC
$249,980$249,980 New Holding2,0000.1%SPONSORED ADR
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$239,221$9,481 -3.8%1,4130.1%Computer and Technology
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$239,0140.0%11,2530.1%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$236,161$510 0.2%9270.1%Transportation
RTX Co. stock logo
RTX
RTX
$235,779$19,990 -7.8%2,4180.1%Aerospace
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$233,013$184,822 383.5%1,2910.1%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$216,4850.0%1,1860.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$210,050$11,973 -5.4%5,0000.1%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$208,673$774 0.4%1,8880.1%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$207,527$4,390 -2.1%5200.1%Medical
American Express stock logo
AXP
American Express
$201,278$11,385 -5.4%8840.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$200,310$210 0.1%9520.1%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$196,419$67,117 -25.5%2,0310.1%Utilities
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$193,737$307 0.2%2,5220.1%Consumer Staples
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$187,737$24,942 -11.7%5570.1%ETF
AT&T Inc. stock logo
T
AT&T
$187,708$84,271 -31.0%10,6650.1%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$171,230$179 -0.1%9560.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$165,854$25,174 17.9%3,9530.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$165,651$32,170 24.1%3450.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$164,894$15,390 -8.5%4500.1%Industrial Products
Prologis, Inc. stock logo
PLD
Prologis
$161,2130.0%1,2380.1%Finance
HP Inc. stock logo
HPQ
HP
$156,8730.0%5,1910.1%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$155,163$183 0.1%1,7000.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$152,792$3,889 -2.5%2,6320.1%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$150,277$14,112 -8.6%6070.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$147,365$122,519 493.1%1,2040.1%Consumer Discretionary
Unum Group stock logo
UNM
Unum Group
$145,3650.0%2,7090.1%Finance
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$145,2960.0%1,6000.1%Utilities
Unilever PLC stock logo
UL
Unilever
$136,534$100 0.1%2,7200.1%Consumer Staples
Chubb Limited stock logo
CB
Chubb
$135,915$518 0.4%5250.1%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$135,124$38,649 -22.2%9090.1%Transportation
The Clorox Company stock logo
CLX
Clorox
$128,540$9,641 -7.0%8400.1%Consumer Staples
General Dynamics Co. stock logo
GD
General Dynamics
$127,1210.0%4500.1%Aerospace
Canadian National Railway stock logo
CNI
Canadian National Railway
$125,1250.0%9500.1%Transportation
Genuine Parts stock logo
GPC
Genuine Parts
$125,0290.0%8070.1%Auto/Tires/Trucks
Citigroup Inc. stock logo
C
Citigroup
$124,504$7,778 -5.9%1,9690.1%Finance
Intel Co. stock logo
INTC
Intel
$124,267$116,934 1,594.6%2,8130.1%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$123,1220.0%3390.0%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$122,018$7,863 -6.1%2,2500.0%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$118,5510.0%2670.0%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$116,8230.0%1,0300.0%Industrial Products
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$115,963$906 0.8%8960.0%Consumer Staples
Sempra stock logo
SRE
Sempra
$113,3960.0%1,5790.0%Utilities
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$113,283$36,693 -24.5%1,0250.0%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$113,1210.0%1,7700.0%Utilities
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$109,337$1,072 1.0%2,1410.0%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$108,848$20,433 -15.8%5700.0%Computer and Technology
Astronics Co. stock logo
ATRO
Astronics
$108,5280.0%5,7000.0%Aerospace
First Trust Energy Infrastructure Fund stock logo
FIF
First Trust Energy Infrastructure Fund
$107,344$107,344 New Holding5,9110.0%Financial Services
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$104,874$84 0.1%1,2420.0%ETF
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$102,7620.0%1,7300.0%ETF
Deere & Company stock logo
DE
Deere & Company
$101,951$13,566 -11.7%2480.0%Industrial Products
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$100,7570.0%2,3410.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$99,4160.0%1,4650.0%Manufacturing
KLA Co. stock logo
KLAC
KLA
$97,8000.0%1400.0%Computer and Technology
agilon health, inc. stock logo
AGL
agilon health
$94,1970.0%15,4420.0%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$93,857$5,768 -5.8%1790.0%ETF
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$93,366$15,235 19.5%2390.0%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$92,5480.0%3820.0%Basic Materials
Centene Co. stock logo
CNC
Centene
$89,9390.0%1,1460.0%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$89,0030.0%4840.0%Finance
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$88,0940.0%1,6500.0%Manufacturing
Shell plc stock logo
SHEL
Shell
$87,1520.0%1,3000.0%Oils/Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$82,475$10,622 -11.4%3960.0%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$81,5770.0%1070.0%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$76,990$76,990 New Holding1,0000.0%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$76,818$749 -1.0%2,7680.0%Medical
RenaissanceRe Holdings Ltd. stock logo
RNR
RenaissanceRe
$75,884$235 0.3%3230.0%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$75,670$350 -0.5%1,0810.0%Consumer Staples
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$73,8330.0%3600.0%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$73,0660.0%5950.0%Business Services
Honeywell International Inc. stock logo
HON
Honeywell International
$68,759$42,692 -38.3%3350.0%Multi-Sector Conglomerates
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$68,6800.0%4250.0%Finance
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$68,1920.0%8570.0%Consumer Staples
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$67,082$4,823 -6.7%1530.0%Finance
Pioneer Natural Resources stock logo
PXD
Pioneer Natural Resources
$63,5250.0%2420.0%Oils/Energy
Kellanova stock logo
K
Kellanova
$63,0190.0%1,1000.0%Consumer Discretionary
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$61,502$36,185 142.9%1,0130.0%ETF
The Allstate Co. stock logo
ALL
Allstate
$59,8620.0%3460.0%Finance
American Tower Co. stock logo
AMT
American Tower
$58,290$5,137 -8.1%2950.0%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$57,4320.0%3000.0%Business Services
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$56,0900.0%8930.0%Consumer Staples
Danaher Co. stock logo
DHR
Danaher
$55,975$53,476 2,140.0%2240.0%Multi-Sector Conglomerates
Philip Morris International Inc. stock logo
PM
Philip Morris International
$54,9720.0%6000.0%Consumer Staples
General Electric stock logo
GE
General Electric
$54,9430.0%3130.0%Transportation
Altria Group, Inc. stock logo
MO
Altria Group
$52,9990.0%1,2150.0%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$52,438$2,962 -5.3%3010.0%Computer and Technology
State Street Co. stock logo
STT
State Street
$50,2580.0%6500.0%Finance
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$49,528$11,887 -19.4%5500.0%Consumer Staples
CVS Health Co. stock logo
CVS
CVS Health
$48,654$31,904 -39.6%6100.0%Retail/Wholesale
U.S. Bancorp stock logo
USB
U.S. Bancorp
$45,6390.0%1,0210.0%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$45,0300.0%1500.0%Business Services
Phillips 66 stock logo
PSX
Phillips 66
$44,9190.0%2750.0%Oils/Energy
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$43,9110.0%4050.0%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$43,1300.0%2610.0%Computer and Technology
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$42,6600.0%1790.0%ETF
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$41,7030.0%3000.0%Consumer Discretionary
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$41,5500.0%1050.0%Medical
Douglas Dynamics, Inc. stock logo
PLOW
Douglas Dynamics
$41,366$27,762 -40.2%1,7150.0%Auto/Tires/Trucks
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$41,1440.0%2000.0%Finance
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$40,911$40,716 -49.9%2100.0%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$40,7490.0%4990.0%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$40,174$20,901 -34.2%1480.0%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$39,993$3,829 -8.7%940.0%Business Services
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$39,4550.0%4400.0%ETF
Aflac Incorporated stock logo
AFL
Aflac
$39,289$2,917 -6.9%4580.0%Finance
Lamb Weston Holdings, Inc. stock logo
LW
Lamb Weston
$38,9900.0%3660.0%Consumer Staples
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$38,6070.0%2,0010.0%ETF
American Water Works Company, Inc. stock logo
AWK
American Water Works
$38,2520.0%3130.0%Utilities
Equity Residential stock logo
EQR
Equity Residential
$37,8660.0%6000.0%Finance
iShares iBonds Dec 2024 Term Treasury ETF stock logo
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
$35,9100.0%1,5000.0%Manufacturing
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$35,3990.0%1,6320.0%Retail/Wholesale
Devon Energy Co. stock logo
DVN
Devon Energy
$35,2270.0%7020.0%Oils/Energy
Carrier Global Co. stock logo
CARR
Carrier Global
$34,2970.0%5900.0%Computer and Technology
BP p.l.c. stock logo
BP
BP
$33,950$28,260 496.7%9010.0%Oils/Energy
Entegris, Inc. stock logo
ENTG
Entegris
$32,3250.0%2300.0%Computer and Technology
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$32,0260.0%3350.0%Manufacturing
iShares MSCI Israel ETF stock logo
EIS
iShares MSCI Israel ETF
$31,8850.0%5000.0%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$30,568$5,859 -16.1%1200.0%Retail/Wholesale
Gartner, Inc. stock logo
IT
Gartner
$30,5070.0%640.0%Business Services
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$30,247$30,247 New Holding1940.0%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$30,065$6,725 -18.3%1520.0%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$29,9430.0%3180.0%Finance
Middlesex Water stock logo
MSEX
Middlesex Water
$29,768$8,768 -22.8%5670.0%Utilities
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$29,5840.0%2590.0%ETF
Target Co. stock logo
TGT
Target
$29,063$11,519 -28.4%1640.0%Retail/Wholesale
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$28,7680.0%1250.0%Finance
Eversource Energy stock logo
ES
Eversource Energy
$28,571$75,851 -72.6%4780.0%Utilities
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$28,5390.0%3300.0%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$28,4860.0%2160.0%ETF
Intuit Inc. stock logo
INTU
Intuit
$27,975$12,361 79.2%430.0%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$27,8200.0%500.0%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$27,493$1,909 -6.5%2160.0%Oils/Energy
Everi Holdings Inc. stock logo
EVRI
Everi
$27,3870.0%2,7250.0%Business Services
Watsco, Inc. stock logo
WSO
Watsco
$27,2150.0%630.0%Construction
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$27,1710.0%2920.0%Business Services
Booz Allen Hamilton Holding Co. stock logo
BAH
Booz Allen Hamilton
$26,7200.0%1800.0%Business Services
The Southern Company stock logo
SO
Southern
$26,688$29,558 -52.6%3720.0%Utilities
Xerox Holdings Co. stock logo
XRX
Xerox
$25,9020.0%1,4470.0%Industrial Products
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$25,543$164 0.6%3120.0%Manufacturing
US Treasury 2 Year Note ETF stock logo
UTWO
US Treasury 2 Year Note ETF
$25,212$144 0.6%5240.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$24,106$10,957 -31.3%1760.0%Finance
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$23,0310.0%2320.0%Construction
Copart, Inc. stock logo
CPRT
Copart
$22,9370.0%3960.0%Business Services
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$22,8020.0%1070.0%Aerospace
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$22,7330.0%1360.0%Retail/Wholesale
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$21,850$42,535 -66.1%750.0%Industrial Products
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$21,7350.0%810.0%Industrial Products
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$21,221$141 0.7%1,0570.0%ETF
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$21,1930.0%7150.0%Consumer Staples
The Hershey Company stock logo
HSY
Hershey
$21,006$584 -2.7%1080.0%Consumer Staples
REAVES UTIL INCOME FD
$20,898$324 1.6%7750.0%COM SH BEN INT
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$20,4920.0%2380.0%Utilities
EATON VANCE LTD DURATION INC
$20,296$497 2.5%2,0820.0%COM
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$20,0940.0%4120.0%Finance
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$19,824$189 1.0%2100.0%ETF
Novartis AG stock logo
NVS
Novartis
$19,3460.0%2000.0%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$19,1790.0%1200.0%Business Services
RPM International Inc. stock logo
RPM
RPM International
$18,4380.0%1550.0%Construction
Flaherty & Crumrine Preferred Income Opportunity Fund Inc. stock logo
PFO
Flaherty & Crumrine Preferred Income Opportunity Fund
$17,929$219 1.2%2,1240.0%Finance
Quadratic Interest Rate Volatility and Inflation Hedge ETF stock logo
IVOL
Quadratic Interest Rate Volatility and Inflation Hedge ETF
$17,4170.0%9200.0%ETF
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$17,373$115 0.7%1,0600.0%Manufacturing
Zebra Technologies Co. stock logo
ZBRA
Zebra Technologies
$16,8810.0%560.0%Industrial Products
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$16,7850.0%1500.0%Medical
Crown Castle Inc. stock logo
CCI
Crown Castle
$16,6160.0%1570.0%Finance
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock logo
ZROZ
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
$16,575$159 1.0%2090.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$16,443$3,708 -18.4%2040.0%ETF
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$16,2210.0%600.0%Industrial Products
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$16,1250.0%3000.0%Utilities
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$15,7750.0%770.0%Business Services
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$15,468$6,600 -29.9%750.0%Computer and Technology
The Boston Beer Company, Inc. stock logo
SAM
Boston Beer
$15,2210.0%500.0%Consumer Staples
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$15,1400.0%2260.0%Computer and Technology
Nordson Co. stock logo
NDSN
Nordson
$15,1000.0%550.0%Industrial Products
Urban Edge Properties stock logo
UE
Urban Edge Properties
$14,9220.0%8640.0%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$14,9210.0%700.0%Business Services
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$14,3280.0%7010.0%ETF
Exponent, Inc. stock logo
EXPO
Exponent
$14,0580.0%1700.0%Business Services
Annaly Capital Management, Inc. stock logo
NLY
Annaly Capital Management
$14,042$256 1.9%7130.0%Finance
Haleon plc stock logo
HLN
Haleon
$14,0090.0%1,6500.0%Medical
JBG SMITH Properties stock logo
JBGS
JBG SMITH Properties
$13,8680.0%8640.0%Finance
Five Below, Inc. stock logo
FIVE
Five Below
$13,6040.0%750.0%Retail/Wholesale
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$13,5390.0%450.0%Retail/Wholesale
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$13,4690.0%1600.0%ETF
RB Global, Inc. stock logo
RBA
RB Global
$13,3300.0%1750.0%Business Services
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$13,096$3,274 33.3%840.0%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$12,7610.0%2810.0%Consumer Discretionary
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$12,7230.0%280.0%Business Services
CSM
ProShares Large Cap Core Plus
$12,390$7,228 -36.8%2040.0%ETF
The Toro Company stock logo
TTC
Toro
$12,3710.0%1350.0%Consumer Discretionary
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$12,2620.0%420.0%Consumer Discretionary
Pool Co. stock logo
POOL
Pool
$12,1050.0%300.0%Consumer Discretionary
Invesco BulletShares 2027 Municipal Bond ETF stock logo
BSMR
Invesco BulletShares 2027 Municipal Bond ETF
$11,8280.0%5000.0%ETF
Full House Resorts, Inc. stock logo
FLL
Full House Resorts
$11,1400.0%2,0000.0%Consumer Discretionary
Prospect Capital Co. stock logo
PSEC
Prospect Capital
$11,1380.0%2,0180.0%Finance
NiSource Inc. stock logo
NI
NiSource
$11,0640.0%4000.0%Utilities
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$10,8440.0%2390.0%ETF
Moderna, Inc. stock logo
MRNA
Moderna
$10,7630.0%1010.0%Medical
Graco Inc. stock logo
GGG
Graco
$10,7480.0%1150.0%Industrial Products
Invesco BulletShares 2024 Corporate Bond ETF stock logo
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
$10,5660.0%5040.0%ETF
EATON VANCE MUN BD FD
$10,3500.0%1,0000.0%COM
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$10,2010.0%240.0%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$10,0160.0%780.0%Medical
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$9,8770.0%9020.0%Auto/Tires/Trucks
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$9,6600.0%1000.0%Computer and Technology
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$9,6570.0%5030.0%ETF
Catalent, Inc. stock logo
CTLT
Catalent
$9,5970.0%1700.0%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,4550.0%640.0%ETF
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$9,432$53 0.6%5330.0%ETF
DecisionPoint Systems, Inc. stock logo
DPSI
DecisionPoint Systems
$9,070$9,070 New Holding1,0000.0%Computer and Technology
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$9,0560.0%390.0%Retail/Wholesale
Quaker Chemical Co. stock logo
KWR
Quaker Chemical
$9,0310.0%440.0%Basic Materials
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$9,0120.0%1400.0%Computer and Technology
Sun Communities, Inc. stock logo
SUI
Sun Communities
$9,0010.0%700.0%Finance
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$8,8850.0%1060.0%ETF
Polaris Inc. stock logo
PII
Polaris
$8,6110.0%860.0%Auto/Tires/Trucks
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$8,2850.0%300.0%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$8,1770.0%1060.0%Retail/Wholesale
HubSpot, Inc. stock logo
HUBS
HubSpot
$8,1460.0%130.0%Computer and Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$8,0050.0%1900.0%ETF
Bio-Rad Laboratories, Inc. stock logo
BIO
Bio-Rad Laboratories
$7,9560.0%230.0%Medical
STAG Industrial, Inc. stock logo
STAG
STAG Industrial
$7,9190.0%2060.0%Finance
BUNGE GLOBAL SA
$7,746$102 1.3%760.0%COM SHS
HEICO Co. stock logo
HEI
HEICO
$7,6400.0%400.0%Aerospace
National Fuel Gas stock logo
NFG
National Fuel Gas
$7,6290.0%1420.0%Utilities
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$7,5460.0%830.0%Medical
RIVERNORTH MANAGED DUR MUN I
$7,4850.0%5000.0%COM
Greenlight Capital Re, Ltd. stock logo
GLRE
Greenlight Capital Re
$7,4820.0%6000.0%Finance
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$7,4550.0%340.0%Finance
Capital One Financial Co. stock logo
COF
Capital One Financial
$7,296$5,956 -44.9%490.0%Finance
Cognex Co. stock logo
CGNX
Cognex
$7,2120.0%1700.0%Computer and Technology
Globant S.A. stock logo
GLOB
Globant
$7,0670.0%350.0%Computer and Technology
AMMO, Inc. stock logo
POWW
AMMO
$6,7570.0%2,4570.0%Consumer Discretionary
Sprott Gold Miners ETF stock logo
SGDM
Sprott Gold Miners ETF
$6,6740.0%2630.0%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,593$6,289 -48.8%650.0%Retail/Wholesale
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$6,5490.0%500.0%ETF
BlackRock Core Bond Trust stock logo
BHK
BlackRock Core Bond Trust
$6,437$130 2.1%5960.0%Financial Services
Mohawk Industries, Inc. stock logo
MHK
Mohawk Industries
$6,4140.0%490.0%Consumer Discretionary
Rapid7, Inc. stock logo
RPD
Rapid7
$6,3760.0%1300.0%Computer and Technology
FedEx Co. stock logo
FDX
FedEx
$6,3750.0%220.0%Transportation
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$6,3650.0%270.0%Business Services
The Kroger Co. stock logo
KR
Kroger
$6,3420.0%1110.0%Retail/Wholesale
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$6,3060.0%850.0%Business Services
Advance Auto Parts, Inc. stock logo
AAP
Advance Auto Parts
$6,2120.0%730.0%Retail/Wholesale
Dow Inc. stock logo
DOW
DOW
$6,1410.0%1060.0%Basic Materials
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$6,1180.0%1860.0%Finance
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$6,0250.0%1010.0%Basic Materials
Main Street Capital Co. stock logo
MAIN
Main Street Capital
$5,9140.0%1250.0%Finance
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$5,8380.0%2000.0%Transportation
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$5,7560.0%980.0%Consumer Staples
Ares Capital Co. stock logo
ARCC
Ares Capital
$5,7050.0%2740.0%Finance
Six Flags Entertainment Co. stock logo
SIX
Six Flags Entertainment
$5,6590.0%2150.0%Consumer Discretionary
General Mills, Inc. stock logo
GIS
General Mills
$5,633$12,252 -68.5%800.0%Consumer Staples
América Móvil, S.A.B. de C.V. stock logo
AMX
América Móvil
$5,5980.0%3000.0%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$5,5610.0%240.0%Computer and Technology
Voya Infrastructure, Industrials and Materials Fund stock logo
IDE
Voya Infrastructure, Industrials and Materials Fund
$5,380$116 2.2%5110.0%Financial Services
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$5,2500.0%400.0%ETF
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$5,1570.0%400.0%Finance
WK KELLOGG CO
$5,1520.0%2740.0%COM SHS
Insulet Co. stock logo
PODD
Insulet
$5,1420.0%300.0%Medical
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$5,0710.0%500.0%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$5,0660.0%700.0%Retail/Wholesale
Frontier Group Holdings, Inc. stock logo
ULCC
Frontier Group
$5,0370.0%6210.0%Transportation
Barnes Group Inc. stock logo
B
Barnes Group
$5,016$5,016 New Holding1350.0%Industrial Products
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$4,9490.0%200.0%Medical
Kohl's Co. stock logo
KSS
Kohl's
$4,9270.0%1690.0%Retail/Wholesale
V.F. Co. stock logo
VFC
V.F.
$4,879$18,856 -79.4%3180.0%Consumer Discretionary
TreeHouse Foods, Inc. stock logo
THS
TreeHouse Foods
$4,8300.0%1240.0%Consumer Staples
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$4,6770.0%610.0%Basic Materials
MFS Multimarket Income Trust stock logo
MMT
MFS Multimarket Income Trust
$4,630$4,630 New Holding1,0000.0%Finance
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$4,6080.0%450.0%ETF
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$4,5180.0%3290.0%Auto/Tires/Trucks
STMicroelectronics stock logo
STM
STMicroelectronics
$4,3240.0%1000.0%Computer and Technology
ARK Next Generation Internation ETF stock logo
ARKW
ARK Next Generation Internation ETF
$4,2810.0%510.0%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$4,0970.0%560.0%ETF
The Western Union Company stock logo
WU
Western Union
$3,8590.0%2760.0%Business Services
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$3,8480.0%120.0%Computer and Technology
Dril-Quip, Inc. stock logo
DRQ
Dril-Quip
$3,8310.0%1700.0%Oils/Energy
Marriott International, Inc. stock logo
MAR
Marriott International
$3,8070.0%150.0%Consumer Discretionary
ICU Medical, Inc. stock logo
ICUI
ICU Medical
$3,7570.0%350.0%Medical
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$3,6870.0%600.0%ETF
AdaptHealth Corp. stock logo
AHCO
AdaptHealth
$3,6260.0%3150.0%Medical
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$3,5460.0%2000.0%Computer and Technology
Viatris Inc. stock logo
VTRS
Viatris
$3,4990.0%2930.0%Medical
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$3,4080.0%500.0%Medical
Chewy, Inc. stock logo
CHWY
Chewy
$3,182$3,182 New Holding2000.0%Consumer Staples
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$3,1590.0%640.0%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$2,9630.0%90.0%ETF
Apollo Commercial Real Estate Finance, Inc. stock logo
ARI
Apollo Commercial Real Estate Finance
$2,9530.0%2650.0%Finance
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$2,9510.0%3380.0%Consumer Discretionary
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$2,9300.0%120.0%ETF
Duluth Holdings Inc stock logo
DLTH
Duluth
$2,8960.0%5910.0%Consumer Discretionary
Pixelworks, Inc. stock logo
PXLW
Pixelworks
$2,890$2,890 New Holding1,1200.0%Computer and Technology
EPR Properties stock logo
EPR
EPR Properties
$2,8870.0%680.0%Finance
Elanco Animal Health Incorporated stock logo
ELAN
Elanco Animal Health
$2,8330.0%1740.0%Medical
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$2,7060.0%100.0%ETF
Vornado Realty Trust stock logo
VNO
Vornado Realty Trust
$2,7050.0%940.0%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,6080.0%670.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,4990.0%100.0%ETF
Datadog, Inc. stock logo
DDOG
Datadog
$2,4720.0%200.0%Computer and Technology
ZoomInfo Technologies Inc. stock logo
ZI
ZoomInfo Technologies
$2,4050.0%1500.0%Computer and Technology
Kopin Co. stock logo
KOPN
Kopin
$2,3930.0%1,3290.0%Computer and Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$2,3240.0%240.0%Computer and Technology
Brighthouse Financial, Inc. stock logo
BHF
Brighthouse Financial
$2,3200.0%450.0%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$2,314$20 0.9%1140.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,286$1,143 -33.3%100.0%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$2,1440.0%60.0%Computer and Technology
Indivior PLC stock logo
INDV
Indivior
$2,1420.0%1000.0%Medical
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$1,9130.0%1050.0%Consumer Discretionary
Roundhill Ball Metaverse ETF stock logo
METV
Roundhill Ball Metaverse ETF
$1,8700.0%1500.0%ETF
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$1,6340.0%1000.0%Consumer Discretionary
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,3040.0%50.0%ETF
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$1,1850.0%510.0%Utilities
UiPath Inc. stock logo
PATH
UiPath
$1,1340.0%500.0%Business Services
Alight, Inc. stock logo
ALIT
Alight
$1,0250.0%1040.0%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$987$4,666 -82.5%110.0%Retail/Wholesale
International Paper stock logo
IP
International Paper
$9370.0%240.0%Basic Materials
ARK Genomic Revolution ETF stock logo
ARKG
ARK Genomic Revolution ETF
$8160.0%280.0%ETF
Etsy, Inc. stock logo
ETSY
Etsy
$7560.0%110.0%Computer and Technology
Teladoc Health, Inc. stock logo
TDOC
Teladoc Health
$7400.0%490.0%Medical
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$704$4,224 -85.7%30.0%ETF
Twilio Inc. stock logo
TWLO
Twilio
$6120.0%100.0%Computer and Technology
NERD
Roundhill Video Games ETF
$600$15 2.6%390.0%ETF
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$5940.0%40.0%Consumer Discretionary
F&G Annuities & Life, Inc. stock logo
FG
F&G Annuities & Life
$5680.0%140.0%Finance
Telefonaktiebolaget LM Ericsson (publ) stock logo
ERIC
Telefonaktiebolaget LM Ericsson (publ)
$5510.0%1000.0%Computer and Technology
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$4830.0%100.0%Transportation
Sunrun Inc. stock logo
RUN
Sunrun
$3960.0%300.0%Oils/Energy
Resideo Technologies, Inc. stock logo
REZI
Resideo Technologies
$3820.0%170.0%Industrial Products
Paysafe Limited stock logo
PSFE
Paysafe
$3640.0%230.0%Business Services
Fastly, Inc. stock logo
FSLY
Fastly
$3380.0%260.0%Computer and Technology
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$3270.0%50.0%Computer and Technology
Roku, Inc. stock logo
ROKU
Roku
$3260.0%50.0%Consumer Discretionary
Cameco Co. stock logo
CCJ
Cameco
$3040.0%70.0%Basic Materials
Stitch Fix, Inc. stock logo
SFIX
Stitch Fix
$2640.0%1000.0%Retail/Wholesale
HUYA Inc. stock logo
HUYA
HUYA
$2280.0%500.0%Computer and Technology
System1, Inc. stock logo
SST
System1
$2260.0%1150.0%Business Services
Fidelity MSCI Consumer Discretionary Index ETF stock logo
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
$1810.0%20.0%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1710.0%20.0%ETF
Lemonade, Inc. stock logo
LMND
Lemonade
$1650.0%100.0%Finance
Defiance Next Gen Connectivity ETF stock logo
FIVG
Defiance Next Gen Connectivity ETF
$1630.0%40.0%ETF
Boston Omaha Co. stock logo
BOC
Boston Omaha
$1550.0%100.0%Finance
Agora, Inc. stock logo
API
Agora
$1260.0%500.0%Business Services
PubMatic, Inc. stock logo
PUBM
PubMatic
$119$119 New Holding50.0%Computer and Technology
AdvanSix Inc. stock logo
ASIX
AdvanSix
$1150.0%40.0%Basic Materials
Pyxis Oncology, Inc. stock logo
PYXS
Pyxis Oncology
$1070.0%250.0%Medical
VICI Properties Inc. stock logo
VICI
VICI Properties
$900.0%30.0%Finance
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$880.0%40.0%Business Services
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$810.0%10.0%ETF
Karyopharm Therapeutics Inc. stock logo
KPTI
Karyopharm Therapeutics
$730.0%480.0%Medical
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$440.0%60.0%Business Services
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$0$59,710 -100.0%00.0%Oils/Energy
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$0$43,506 -100.0%00.0%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$0$41,393 -100.0%00.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$41,371 -100.0%00.0%ETF
Park National Co. stock logo
PRK
Park National
$0$17,804 -100.0%00.0%Finance
Packaging Co. of America stock logo
PKG
Packaging Co. of America
$0$16,943 -100.0%00.0%Industrial Products
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$0$15,311 -100.0%00.0%ETF
Exelon Co. stock logo
EXC
Exelon
$0$10,376 -100.0%00.0%Utilities
L.B. Foster stock logo
FSTR
L.B. Foster
$0$7,895 -100.0%00.0%Basic Materials
Ally Financial Inc. stock logo
ALLY
Ally Financial
$0$6,984 -100.0%00.0%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$0$5,303 -100.0%00.0%Construction
CME Group Inc. stock logo
CME
CME Group
$0$4,925 -100.0%00.0%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$0$4,574 -100.0%00.0%Retail/Wholesale
Keurig Dr Pepper Inc. stock logo
KDP
Keurig Dr Pepper
$0$4,165 -100.0%00.0%Consumer Staples
Forward Air Co. stock logo
FWRD
Forward Air
$0$4,087 -100.0%00.0%Transportation
Boston Scientific Co. stock logo
BSX
Boston Scientific
$0$3,874 -100.0%00.0%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$0$3,834 -100.0%00.0%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$0$3,801 -100.0%00.0%Retail/Wholesale
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$0$3,686 -100.0%00.0%Industrial Products
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$0$3,591 -100.0%00.0%Manufacturing
Tractor Supply stock logo
TSCO
Tractor Supply
$0$3,226 -100.0%00.0%Retail/Wholesale
Kaman Co. stock logo
KAMN
Kaman
$0$3,210 -100.0%00.0%Aerospace
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$0$3,192 -100.0%00.0%ETF
Schlumberger Limited stock logo
SLB
Schlumberger
$0$3,123 -100.0%00.0%Oils/Energy
ASML Holding stock logo
ASML
ASML
$0$3,028 -100.0%00.0%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$0$2,991 -100.0%00.0%Manufacturing
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$0$2,476 -100.0%00.0%Finance
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$0$2,341 -100.0%00.0%Aerospace
Medtronic plc stock logo
MDT
Medtronic
$0$2,132 -100.0%00.0%Medical
Invitae Co. stock logo
NVTA
Invitae
$0$76 -100.0%00.0%Medical
Remark Holdings, Inc. stock logo
MARK
Remark
$0$3 -100.0%00.0%Computer and Technology

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