 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| TFFP |
+31,089 | +$180 | | KWEB |
+11,625 | +$305 | | KIND |
+11,500 | +$28 | | ETON |
+10,850 | -$314 | | VYM |
+8,480 | +$2,133 | | MLN |
+6,643 | +$114 | | NEAR |
+6,300 | +$316 | | WMT |
+5,829 | +$67 | | MUST |
+5,000 | +$101 | | BNDX |
+4,787 | +$232 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| TPC |
-109,975 | +$689 | | PBI |
-81,800 | -$406 | | AMRN |
-54,250 | -$46 | | INVESCO LIMITED TERM CA MUNICIPAL Y |
-33,153 | -$145 | | AFIB |
-12,000 | -$2 | | COHR |
-11,527 | +$5 | | UBER |
-10,520 | +$1,530 | | HPE |
-8,300 | -$94 | | BX |
-7,953 | -$1,035 |
Size ($ in 1000's)
At 03/31/2024: $417,215
At 12/31/2023: $391,102
Westside Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Westside Investment Management Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by Westside Investment Management Inc. to be as follows, presented in the
table below with each row detailing each Westside Investment Management Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Westside Investment Management Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Westside Investment Management Inc. as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
91,401 |
-3,688 |
$15,622 | | AAPL | 91,401 | -3,688 | $15,622 | | VANGUARD HIGH (VYM) |
126,985 |
+8,480 |
$15,362 | | VYM | 126,985 | +8,480 | $15,362 | | VANGUARD TOTAL (VTI) |
54,908 |
+1,342 |
$14,271 | | VTI | 54,908 | +1,342 | $14,271 | | INVESCO QQQ |
31,561 |
-1,392 |
$14,015 | | QQQ | 31,561 | -1,392 | $14,015 | | UBER TECHNOLOGIES |
142,058 |
-10,520 |
$10,924 | | UBER | 142,058 | -10,520 | $10,924 | | MICROSOFT CORP |
24,535 |
-696 |
$10,335 | | MSFT | 24,535 | -696 | $10,335 | | AMAZON COM |
53,039 |
+1,342 |
$9,576 | | AMZN | 53,039 | +1,342 | $9,576 | | ISHARES CORE (IEFA) |
109,912 |
+2,677 |
$8,157 | | IEFA | 109,912 | +2,677 | $8,157 | | JPMORGAN |
143,050 |
+1,366 |
$7,262 | | JPST | 143,050 | +1,366 | $7,262 | | ISHARES CORE (AGG) |
70,713 |
+1,080 |
$6,925 | | AGG | 70,713 | +1,080 | $6,925 | | META PLATFORMS |
14,064 |
-1,533 |
$6,840 | | META | 14,064 | -1,533 | $6,840 | | VANGUARD CONSUMER (VCR) |
21,306 |
+390 |
$6,764 | | VCR | 21,306 | +390 | $6,764 | | ALPHABET INC |
43,102 |
-300 |
$6,527 | | GOOGL | 43,102 | -300 | $6,527 | | VANGUARD DIVIDEND (VIG) |
33,553 |
-320 |
$6,124 | | VIG | 33,553 | -320 | $6,124 | | PIMCO EHNANCED |
53,602 |
+1,814 |
$5,388 | | MINT | 53,602 | +1,814 | $5,388 | | ISHARES CORE (IUSB) |
116,942 |
+970 |
$5,329 | | IUSB | 116,942 | +970 | $5,329 | | NORTHROP GRUMMAN |
10,805 |
-17 |
$5,118 | | NOC | 10,805 | -17 | $5,118 | | SECTOR TECHNOLOGY |
24,553 |
-1,336 |
$5,116 | | XLK | 24,553 | -1,336 | $5,116 | | ALPHABET INC |
32,468 |
-2,409 |
$4,991 | | GOOG | 32,468 | -2,409 | $4,991 | | CVS HEALTH |
60,498 |
-1,969 |
$4,824 | | CVS | 60,498 | -1,969 | $4,824 | | SPDR GOLD (GLD) |
22,444 |
-565 |
$4,618 | | GLD | 22,444 | -565 | $4,618 | | TUTOR PERINI |
315,115 |
-109,975 |
$4,557 | | TPC | 315,115 | -109,975 | $4,557 | | FIRST TRUST (FCAL) |
85,850 |
-1,050 |
$4,261 | | FCAL | 85,850 | -1,050 | $4,261 | | SPDR SERIES (SDY) |
31,132 |
+231 |
$4,086 | | SDY | 31,132 | +231 | $4,086 | | PIMCO SHORT |
79,850 |
-6,100 |
$4,068 | | SMMU | 79,850 | -6,100 | $4,068 | | QUALCOMM INC |
23,749 |
-118 |
$4,033 | | QCOM | 23,749 | -118 | $4,033 | | UNITED RENTALS |
5,148 |
-1,910 |
$3,712 | | URI | 5,148 | -1,910 | $3,712 | | BROADCOM INC |
2,578 |
+360 |
$3,448 | | AVGO | 2,578 | +360 | $3,448 | | SECTOR FINANCIAL |
81,829 |
-115 |
$3,443 | | XLF | 81,829 | -115 | $3,443 | | SHOPIFY INC |
44,040 |
-2,320 |
$3,408 | | SHOP | 44,040 | -2,320 | $3,408 | | FIRST TRUST (FMB) |
64,266 |
-1,050 |
$3,300 | | FMB | 64,266 | -1,050 | $3,300 | | NVIDIA CORP |
3,611 |
+1,065 |
$3,173 | | NVDA | 3,611 | +1,065 | $3,173 | | ABBVIE INC |
17,399 |
-490 |
$3,166 | | ABBV | 17,399 | -490 | $3,166 | | BRINKS COMPANY |
32,070 |
-4,327 |
$2,963 | | BCO | 32,070 | -4,327 | $2,963 | | AMGEN INC |
10,083 |
-139 |
$2,865 | | AMGN | 10,083 | -139 | $2,865 | | PITNEY BOWES |
655,264 |
-81,800 |
$2,837 | | PBI | 655,264 | -81,800 | $2,837 | | SECTOR HEALTHCARE |
19,220 |
+1,327 |
$2,837 | | XLV | 19,220 | +1,327 | $2,837 | | HARROW INC |
211,579 |
-735 |
$2,799 | | HROW | 211,579 | -735 | $2,799 | | VANGUARD HEALTH (VHT) |
10,196 |
+598 |
$2,756 | | VHT | 10,196 | +598 | $2,756 | | SPDR S&P (SPY) |
5,026 |
+256 |
$2,629 | | SPY | 5,026 | +256 | $2,629 | | ISHARES CORE (IEMG) |
50,192 |
+3,745 |
$2,590 | | IEMG | 50,192 | +3,745 | $2,590 | | ISHARES 1 3YR (SHY) |
30,308 |
+419 |
$2,479 | | SHY | 30,308 | +419 | $2,479 | | ISHARES CALIFORNIA (CMF) |
40,020 |
+350 |
$2,302 | | CMF | 40,020 | +350 | $2,302 | | ISHARES CORE (IJR) |
20,518 |
+10 |
$2,268 | | IJR | 20,518 | +10 | $2,268 | | FIRST TRUST (FIXD) |
51,597 |
+1,640 |
$2,247 | | FIXD | 51,597 | +1,640 | $2,247 | | VANGUARD SMALL (VB) |
9,683 |
-31 |
$2,210 | | VB | 9,683 | -31 | $2,210 | | ISHARES NATIONAL (MUB) |
20,418 |
+322 |
$2,197 | | MUB | 20,418 | +322 | $2,197 | | ETON PHARMACEUTICALS |
573,960 |
+10,850 |
$2,152 | | ETON | 573,960 | +10,850 | $2,152 | | VANGUARD CONSUMER (VDC) |
10,228 |
+520 |
$2,087 | | VDC | 10,228 | +520 | $2,087 | | PIMCO INTERMEDIATE |
37,792 |
-101 |
$1,983 | | MUNI | 37,792 | -101 | $1,983 | | ISHARES BIOTECHNOLOGY (IBB) |
14,098 |
+750 |
$1,934 | | IBB | 14,098 | +750 | $1,934 | | GILEAD SCIENCES |
26,374 |
-897 |
$1,930 | | GILD | 26,374 | -897 | $1,930 | | VANGUARD TOTAL (BND) |
25,908 |
-877 |
$1,881 | | BND | 25,908 | -877 | $1,881 | | ORACLE CORP |
14,855 |
+1 |
$1,866 | | ORCL | 14,855 | +1 | $1,866 | | AVANTIS U S |
19,892 |
+3,655 |
$1,862 | | AVUV | 19,892 | +3,655 | $1,862 | | VANGUARD TOTAL (VXUS) |
30,191 |
UNCH |
$1,821 | | VXUS | 30,191 | UNCH | $1,821 | | CIGNA GROUP |
4,966 |
-58 |
$1,804 | | CI | 4,966 | -58 | $1,804 | | SPDR PORTFOLIO (SPTM) |
28,013 |
-106 |
$1,797 | | SPTM | 28,013 | -106 | $1,797 | | COHERENT CORP |
29,623 |
-11,527 |
$1,796 | | COHR | 29,623 | -11,527 | $1,796 | | MICRON TECHNOLOGY INC |
14,972 |
-350 |
$1,796 | | MU | 14,972 | -350 | $1,796 | | WISDOMTREE U S |
17,428 |
-504 |
$1,774 | | AIVL | 17,428 | -504 | $1,774 | | ELI LILLY |
2,276 |
-2 |
$1,771 | | LLY | 2,276 | -2 | $1,771 | | VANGUARD FSTE (VWO) |
41,588 |
+480 |
$1,738 | | VWO | 41,588 | +480 | $1,738 | | FIRST TRUST (FDN) |
8,392 |
-92 |
$1,721 | | FDN | 8,392 | -92 | $1,721 | | BLACKSTONE INC |
12,970 |
-7,953 |
$1,704 | | BX | 12,970 | -7,953 | $1,704 |  BANK AMERICA |
|
|
$1,697 | | BAC | 42,831 | +80 | $1,621 | | BAC.PRB | 3,000 | UNCH | $76 | | DRAFTKINGS INC |
35,905 |
-5,205 |
$1,630 | | DKNG | 35,905 | -5,205 | $1,630 | | BOEING COMPANY |
8,416 |
-269 |
$1,621 | | BA | 8,416 | -269 | $1,621 | | VANECK SEMICONDUCTOR |
7,044 |
+60 |
$1,585 | | SMH | 7,044 | +60 | $1,585 | | COLUMBIA INTL |
51,515 |
UNCH |
$1,575 | | ESGN | 51,515 | UNCH | $1,575 | | INVESCO NASDAQ |
8,563 |
+830 |
$1,565 | | QQQM | 8,563 | +830 | $1,565 | | ISHARES 20 PLUS (TLT) |
16,358 |
-163 |
$1,548 | | TLT | 16,358 | -163 | $1,548 | | REVVITY INC |
14,465 |
-1,310 |
$1,519 | | RVTY | 14,465 | -1,310 | $1,519 | | CHARTER COMMUNICATIONS |
5,212 |
+3,028 |
$1,515 | | CHTR | 5,212 | +3,028 | $1,515 | | MEDTRONIC PLC |
16,907 |
-1,360 |
$1,473 | | MDT | 16,907 | -1,360 | $1,473 | | BLACKROCK SHORT |
28,900 |
+6,300 |
$1,458 | | NEAR | 28,900 | +6,300 | $1,458 | | ISHARES CORE (ITOT) |
12,517 |
+127 |
$1,443 | | ITOT | 12,517 | +127 | $1,443 | | SPDR NUVEEN (SHM) |
30,071 |
-294 |
$1,427 | | SHM | 30,071 | -294 | $1,427 | | SALESFORCE INC |
4,712 |
UNCH |
$1,420 | | CRM | 4,712 | UNCH | $1,420 | | FEDEX CORP |
4,899 |
-540 |
$1,419 | | FDX | 4,899 | -540 | $1,419 | | FIRST TRUST (FVD) |
32,657 |
+2,982 |
$1,376 | | FVD | 32,657 | +2,982 | $1,376 | | TRIMBLE INC |
20,695 |
-3,955 |
$1,332 | | TRMB | 20,695 | -3,955 | $1,332 | | BERKSHIRE HATHAWAY |
|
|
$1,329 | | BRK.B | 3,161 | +49 | $1,329 | | APPLIED MATERIALS |
6,335 |
UNCH |
$1,306 | | AMAT | 6,335 | UNCH | $1,306 | | SECTOR CONSUMER |
17,109 |
+137 |
$1,306 | | XLP | 17,109 | +137 | $1,306 | | ALPS ALERIAN |
26,614 |
+114 |
$1,263 | | AMLP | 26,614 | +114 | $1,263 | | PIMCO ACTIVE |
13,651 |
+199 |
$1,249 | | BOND | 13,651 | +199 | $1,249 | | VANGUARD TOTAL (BNDX) |
23,831 |
+4,787 |
$1,172 | | BNDX | 23,831 | +4,787 | $1,172 | | FIDELITY ADVISOR INTERM MUNI INC I |
|
|
$1,170 | | BOND | 115,494 | +382 | $1,170 | | STARBUCKS CORP |
12,798 |
+174 |
$1,170 | | SBUX | 12,798 | +174 | $1,170 | | JPMORGAN CHASE |
5,816 |
-30 |
$1,164 | | JPM | 5,816 | -30 | $1,164 | | PAYPAL HOLDINGS |
17,210 |
-678 |
$1,152 | | PYPL | 17,210 | -678 | $1,152 | | VANECK SHORT |
66,504 |
+23 |
$1,132 | | SMB | 66,504 | +23 | $1,132 | | CROWDSTRIKE HOLDINGS |
3,471 |
-1,041 |
$1,113 | | CRWD | 3,471 | -1,041 | $1,113 | | HEWLETT PACKARD |
62,738 |
-8,300 |
$1,112 | | HPE | 62,738 | -8,300 | $1,112 | | DELUXE CORP |
53,110 |
-7,875 |
$1,094 | | DLX | 53,110 | -7,875 | $1,094 | | MOTOROLA SOLUTIONS |
3,063 |
-390 |
$1,087 | | MSI | 3,063 | -390 | $1,087 | | CATALENT INC |
19,023 |
-2,250 |
$1,074 | | CTLT | 19,023 | -2,250 | $1,074 | | ADOBE INC |
2,106 |
-20 |
$1,063 | | ADBE | 2,106 | -20 | $1,063 | | ISHARES MSCI (EFV) |
19,362 |
+625 |
$1,053 | | EFV | 19,362 | +625 | $1,053 | | SELECT UTILITIES |
15,694 |
+1,650 |
$1,030 | | XLU | 15,694 | +1,650 | $1,030 | | SNOWFLAKE INC |
6,348 |
-100 |
$1,024 | | SNOW | 6,348 | -100 | $1,024 | | VANECK HIGH |
19,451 |
+831 |
$1,017 | | HYD | 19,451 | +831 | $1,017 | | ISHARES MSCI (SUSA) |
9,265 |
-503 |
$1,011 | | SUSA | 9,265 | -503 | $1,011 | | ALIBABA GROUP |
13,870 |
-2,530 |
$1,004 | | BABA | 13,870 | -2,530 | $1,004 | | FIRST TRUST (FUMB) |
50,000 |
UNCH |
$1,002 | | FUMB | 50,000 | UNCH | $1,002 | | GOLDMAN SACHS |
9,921 |
+938 |
$1,001 | | GBIL | 9,921 | +938 | $1,001 | | UNITEDHEALTH GROUP |
1,983 |
-321 |
$981 | | UNH | 1,983 | -321 | $981 | | CISCO SYSTEMS |
18,777 |
-66 |
$937 | | CSCO | 18,777 | -66 | $937 | | ISHARES TECHNOLOGY (IYW) |
6,901 |
-156 |
$933 | | IYW | 6,901 | -156 | $933 | | SECTOR ENERGY |
9,805 |
+2,839 |
$926 | | XLE | 9,805 | +2,839 | $926 | | ADVANCED MICRO |
5,054 |
+44 |
$918 | | AMD | 5,054 | +44 | $918 | | ISHARES GOLD (IAU) |
21,268 |
UNCH |
$894 | | IAU | 21,268 | UNCH | $894 | | HP INC |
28,992 |
+460 |
$876 | | HPQ | 28,992 | +460 | $876 | | HARTFORD MUN |
22,250 |
+3,000 |
$863 | | HMOP | 22,250 | +3,000 | $863 | | WALT DISNEY |
6,768 |
-2,305 |
$828 | | DIS | 6,768 | -2,305 | $828 | | COSTCO WHOLESALE |
1,102 |
+360 |
$802 | | COST | 1,102 | +360 | $802 | | CAPITAL GROUP |
27,330 |
+27,330 |
$796 | | CGBL | 27,330 | +27,330 | $796 | | FIDELITY COVINGTON |
14,175 |
+2,070 |
$796 | | FDLO | 14,175 | +2,070 | $796 | | SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES |
|
|
$782 | | ETF | 782,085 | +782,085 | $782 | | VANGUARD FINANCIALS (VFH) |
7,493 |
+183 |
$767 | | VFH | 7,493 | +183 | $767 | | STERIS PLC |
3,382 |
UNCH |
$760 | | STE | 3,382 | UNCH | $760 | | VANECK INTERMEDIATE |
16,120 |
UNCH |
$750 | | ITM | 16,120 | UNCH | $750 | | AMERICAN CENTURY |
14,800 |
UNCH |
$748 | | TAXF | 14,800 | UNCH | $748 | | LAM RESEARCH CORPORATION |
767 |
UNCH |
$745 | | LRCX | 767 | UNCH | $745 | | VANGUARD CA INTERM TERM TAX EXEMPT ADM |
|
|
$704 | | BOND | 61,875 | UNCH | $704 | | PROCTER & GAMBLE |
4,303 |
-211 |
$698 | | PG | 4,303 | -211 | $698 | | HARTFORD TOTAL |
20,700 |
+450 |
$697 | | HTRB | 20,700 | +450 | $697 | | LOCKHEED MARTIN |
1,495 |
+220 |
$679 | | LMT | 1,495 | +220 | $679 | | CITIGROUP INC |
10,559 |
-225 |
$668 | | C | 10,559 | -225 | $668 | | JOHNSON & JOHNSON |
4,194 |
-491 |
$663 | | JNJ | 4,194 | -491 | $663 | | ISHARES SEMICONDUCTOR (SOXX) |
2,778 |
+1,843 |
$628 | | SOXX | 2,778 | +1,843 | $628 | | SUPER MICRO COMPUTER |
605 |
+600 |
$627 | | SMCI | 605 | +600 | $627 | | TESLA INC |
3,457 |
+732 |
$608 | | TSLA | 3,457 | +732 | $608 | | VANECK LONG |
32,800 |
+6,643 |
$591 | | MLN | 32,800 | +6,643 | $591 | | SPDR BLOOMBERG (JNK) |
6,160 |
+527 |
$586 | | JNK | 6,160 | +527 | $586 | | SPDR SERIES (XBI) |
5,970 |
UNCH |
$566 | | XBI | 5,970 | UNCH | $566 | | FIDELITY COVINGTON |
12,465 |
+3,865 |
$565 | | FDVV | 12,465 | +3,865 | $565 | | WALMART INC |
8,742 |
+5,829 |
$526 | | WMT | 8,742 | +5,829 | $526 | | ATOMERA INC |
84,570 |
-6,605 |
$521 | | ATOM | 84,570 | -6,605 | $521 | | INTEL CORP |
11,614 |
-200 |
$513 | | INTC | 11,614 | -200 | $513 | | INTERDIGITAL INC |
4,768 |
-10 |
$508 | | IDCC | 4,768 | -10 | $508 | | VANGUARD REAL (VNQ) |
5,871 |
+282 |
$508 | | VNQ | 5,871 | +282 | $508 | | CRISPR THERAPEUTICS |
7,393 |
+332 |
$504 | | CRSP | 7,393 | +332 | $504 | | EXXON MOBIL |
4,307 |
+100 |
$501 | | XOM | 4,307 | +100 | $501 | | ISHARES MORNINGSTAR (IMCG) |
7,032 |
+3,864 |
$495 | | IMCG | 7,032 | +3,864 | $495 | | CHEVRON CORP |
3,124 |
+655 |
$493 | | CVX | 3,124 | +655 | $493 | | INVESCO HIGH |
21,700 |
UNCH |
$485 | | IHYF | 21,700 | UNCH | $485 | | HOME DEPOT |
1,226 |
-139 |
$471 | | HD | 1,226 | -139 | $471 | | BIOGEN INC |
2,154 |
+50 |
$464 | | BIIB | 2,154 | +50 | $464 | | TURTLE BEACH |
26,050 |
-700 |
$449 | | HEAR | 26,050 | -700 | $449 | | VANGUARD INFORMATION (VGT) |
845 |
-680 |
$443 | | VGT | 845 | -680 | $443 | | VANGUARD S&P (VOO) |
912 |
+101 |
$439 | | VOO | 912 | +101 | $439 | | ROCKWELL AUTOMATION |
1,500 |
UNCH |
$437 | | ROK | 1,500 | UNCH | $437 | | VANGUARD GROWTH (VUG) |
1,267 |
+23 |
$436 | | VUG | 1,267 | +23 | $436 | | PRUDENTIAL FINANCIAL |
3,700 |
-300 |
$434 | | PRU | 3,700 | -300 | $434 | | ISHARES COHEN (ICF) |
7,479 |
+230 |
$432 | | ICF | 7,479 | +230 | $432 | | ISHARES 7 10YR (IEF) |
4,385 |
-356 |
$415 | | IEF | 4,385 | -356 | $415 | | INMUNE BIO |
34,390 |
-7,475 |
$404 | | INMB | 34,390 | -7,475 | $404 | | AMERICAN FUNDS TAX EXEMPT BOND F2 |
|
|
$403 | | BOND | 32,571 | UNCH | $403 | | PEPSICO INC |
2,280 |
UNCH |
$399 | | PEP | 2,280 | UNCH | $399 | | MERCK & COMPANY |
3,012 |
-185 |
$398 | | MRK | 3,012 | -185 | $398 | | TRANSAMERICA INTERMEDIATE MUNI I |
|
|
$368 | | BOND | 34,318 | +76 | $368 | | BRISTOL MYERS |
6,761 |
-395 |
$366 | | BMY | 6,761 | -395 | $366 | | SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES |
|
|
$365 | | ETF | 365,035 | +365,035 | $365 | | NIKE INC |
3,832 |
-49 |
$358 | | NKE | 3,832 | -49 | $358 | | DWS GLOBAL MACRO S |
|
|
$354 | | ETF | 35,011 | UNCH | $354 | | INVESCO LIMITED TERM CA MUNICIPAL Y |
|
|
$353 | | BOND | 125,486 | -33,153 | $353 | | FIRST TRUST (RDVY) |
6,171 |
UNCH |
$347 | | RDVY | 6,171 | UNCH | $347 | | RTX CORP |
3,531 |
-200 |
$345 | | RTX | 3,531 | -200 | $345 | | PFIZER INC |
12,150 |
+2,751 |
$337 | | PFE | 12,150 | +2,751 | $337 | | ISHARES CORE (IVV) |
634 |
+62 |
$333 | | IVV | 634 | +62 | $333 | | SKYWORKS SOLUTIONS |
3,055 |
UNCH |
$331 | | SWKS | 3,055 | UNCH | $331 | | AMERICAN CENTURY INTERMTRM TX FR BD I |
|
|
$330 | | BOND | 30,569 | +253 | $330 | | ISHARES CORE (DGRO) |
5,645 |
-441 |
$328 | | DGRO | 5,645 | -441 | $328 | | PUTNAM CA TAX EXEMPT INCOME Y |
|
|
$327 | | BOND | 44,303 | +366 | $327 | | WISDOMTREE FLOATING |
6,506 |
-6,900 |
$327 | | USFR | 6,506 | -6,900 | $327 | | PENN ENTERTAINMENT |
17,274 |
+3,722 |
$315 | | PENN | 17,274 | +3,722 | $315 | | CHURCH & DWIGHT |
3,000 |
UNCH |
$313 | | CHD | 3,000 | UNCH | $313 | | NETFLIX INC |
509 |
UNCH |
$310 | | NFLX | 509 | UNCH | $310 | | KRANESHARES TR (KWEB) |
11,725 |
+11,625 |
$308 | | KWEB | 11,725 | +11,625 | $308 | | PHILIP MORRIS |
3,350 |
UNCH |
$307 | | PM | 3,350 | UNCH | $307 | | FIDELITY ADVISOR NEW INSIGHTS I |
|
|
$305 | | ETF | 7,713 | -214 | $305 | | ISHARES U S (IYY) |
2,345 |
+150 |
$300 | | IYY | 2,345 | +150 | $300 | | ISHARES MSCI (USMV) |
3,585 |
-3,842 |
$300 | | USMV | 3,585 | -3,842 | $300 | | HARBOR CORE PLUS INSTITUTIONAL |
|
|
$299 | | BOND | 29,818 | +29,818 | $299 | | GARMIN LTD |
2,000 |
UNCH |
$298 | | GRMN | 2,000 | UNCH | $298 | | TARGET CORP |
1,682 |
-67 |
$298 | | TGT | 1,682 | -67 | $298 | | ABBOTT LABORATORIES |
2,585 |
UNCH |
$294 | | ABT | 2,585 | UNCH | $294 | | SEAGATE TECHNOLOGY |
3,125 |
+25 |
$291 | | STX | 3,125 | +25 | $291 | | COLUMBIA MULTI |
14,000 |
+5,000 |
$289 | | MUST | 14,000 | +5,000 | $289 | | SPDR PORTFOLIO (SPLG) |
4,636 |
UNCH |
$285 | | SPLG | 4,636 | UNCH | $285 | | VANGUARD MUNICIPAL (VTEB) |
5,616 |
UNCH |
$284 | | VTEB | 5,616 | UNCH | $284 | | PULSE BIOSCIENCES |
32,160 |
-2,015 |
$280 | | PLSE | 32,160 | -2,015 | $280 | | FREEPORT MCMORAN |
5,835 |
+1,001 |
$275 | | FCX | 5,835 | +1,001 | $275 | | CATERPILLAR INC |
749 |
-40 |
$274 | | CAT | 749 | -40 | $274 | | WORKDAY INC |
1,004 |
UNCH |
$274 | | WDAY | 1,004 | UNCH | $274 | | COCA COLA COMPANY |
4,438 |
+33 |
$271 | | KO | 4,438 | +33 | $271 | | WHIRLPOOL CORP |
2,245 |
-250 |
$269 | | WHR | 2,245 | -250 | $269 | | MARATHON PETROLEUM |
1,311 |
+120 |
$265 | | MPC | 1,311 | +120 | $265 | | FIRST TRUST (FTSM) |
4,421 |
-1,000 |
$264 | | FTSM | 4,421 | -1,000 | $264 | | COMCAST CORP |
5,994 |
-2,035 |
$260 | | CMCSA | 5,994 | -2,035 | $260 | | RIVERNORTH OPPORTUNITIES |
21,200 |
UNCH |
$255 | | RIV | 21,200 | UNCH | $255 | | VANGUARD MID (VO) |
1,009 |
+50 |
$252 | | VO | 1,009 | +50 | $252 | | SPDR S&P (MDY) |
450 |
UNCH |
$249 | | MDY | 450 | UNCH | $249 | | DFA US CORE EQUITY 2 I |
|
|
$245 | | ETF | 6,894 | UNCH | $245 | | ISHARES EXPANDED (IGM) |
2,832 |
+2,360 |
$244 | | IGM | 2,832 | +2,360 | $244 | | JPMORGAN ACTIVE GROWTH ETF (JGRO) |
3,469 |
+3,469 |
$244 | | JGRO | 3,469 | +3,469 | $244 | | PHILLIPS 66 |
1,471 |
-100 |
$240 | | PSX | 1,471 | -100 | $240 | | TFF PHARMACEUTICALS |
39,225 |
+31,089 |
$237 | | TFFP | 39,225 | +31,089 | $237 | | ISHARES GLOBAL (ICLN) |
16,750 |
-450 |
$234 | | ICLN | 16,750 | -450 | $234 | | VANECK GOLD |
7,286 |
+1,170 |
$230 | | GDX | 7,286 | +1,170 | $230 | | MONDELEZ INTERNATIONAL |
3,263 |
-216 |
$228 | | MDLZ | 3,263 | -216 | $228 | | VICTORYSHARES US (CFA) |
2,788 |
UNCH |
$227 | | CFA | 2,788 | UNCH | $227 | | JPMORGAN ACTIVE VALUE ETF (JAVA) |
3,731 |
+3,731 |
$223 | | JAVA | 3,731 | +3,731 | $223 | | LOWES COMPANIES |
866 |
-106 |
$221 | | LOW | 866 | -106 | $221 | | WISDOMTREE TRUST |
4,556 |
UNCH |
$220 | | HEDJ | 4,556 | UNCH | $220 | | CONSUMER DISCRETIONARY |
1,193 |
+80 |
$219 | | XLY | 1,193 | +80 | $219 | | VISA INC |
758 |
+90 |
$212 | | V | 758 | +90 | $212 | | GENERAL ELECTRIC |
1,175 |
UNCH |
$206 | | GE | 1,175 | UNCH | $206 | | EOG RESOURCES |
1,590 |
+690 |
$205 | | EOG | 1,590 | +690 | $205 | | DEERE & CO |
495 |
UNCH |
$204 | | DE | 495 | UNCH | $204 | | ARISTOTLE STRATEGIC INCOME I 2 |
|
|
$199 | | BOND | 19,037 | +289 | $199 | | HARTFORD EQUITY INCOME I |
|
|
$198 | | ETF | 9,648 | +510 | $198 | | ISHARES TIPS (TIP) |
1,831 |
UNCH |
$197 | | TIP | 1,831 | UNCH | $197 | | BLACKROCK CALIFORNIA MUNI OPPS INSTL |
|
|
$196 | | BOND | 16,342 | +131 | $196 | | AT&T INC |
11,142 |
+247 |
$196 | | T | 11,142 | +247 | $196 | | REALTY INCOME |
3,579 |
UNCH |
$194 | | O | 3,579 | UNCH | $194 | | RBB US |
3,880 |
+1,000 |
$194 | | TBIL | 3,880 | +1,000 | $194 | | LENNAR CORP |
1,121 |
UNCH |
$193 | | LEN | 1,121 | UNCH | $193 | | CONOCOPHILLIPS |
1,500 |
+500 |
$192 | | COP | 1,500 | +500 | $192 | | SPDR DOUBLELINE (TOTL) |
4,800 |
UNCH |
$192 | | TOTL | 4,800 | UNCH | $192 | | INVESCO SOLAR |
4,181 |
UNCH |
$190 | | TAN | 4,181 | UNCH | $190 | | VANGUARD VALUE (VTV) |
1,168 |
+1 |
$190 | | VTV | 1,168 | +1 | $190 | | FIRST EAGLE GLOBAL I |
|
|
$189 | | ETF | 2,795 | +158 | $189 | | ISHARES MSCI (EFA) |
2,338 |
+90 |
$187 | | EFA | 2,338 | +90 | $187 | | INVESCO MULTI |
7,514 |
UNCH |
$186 | | DBA | 7,514 | UNCH | $186 | | ISHARES MSCI (DSI) |
1,850 |
UNCH |
$186 | | DSI | 1,850 | UNCH | $186 | | ISHARES U S (IYJ) |
1,460 |
UNCH |
$184 | | IYJ | 1,460 | UNCH | $184 | | NOVO NORDISK |
1,428 |
UNCH |
$183 | | NVO | 1,428 | UNCH | $183 | | PALO ALTO |
632 |
UNCH |
$179 | | PANW | 632 | UNCH | $179 | | PACER TRENDPILOT |
3,750 |
-250 |
$179 | | PTLC | 3,750 | -250 | $179 | | SOUTHERN COMPANY |
2,453 |
UNCH |
$176 | | SO | 2,453 | UNCH | $176 | | MCDONALDS CORP |
614 |
UNCH |
$173 | | MCD | 614 | UNCH | $173 | | FORD MOTOR |
12,400 |
UNCH |
$165 | | F | 12,400 | UNCH | $165 | | WALGREENS BOOTS |
7,580 |
+352 |
$164 | | WBA | 7,580 | +352 | $164 | | ENPHASE ENERGY |
1,350 |
UNCH |
$163 | | ENPH | 1,350 | UNCH | $163 | | ALTRIA GROUP |
3,650 |
-600 |
$159 | | MO | 3,650 | -600 | $159 | | AMERICAN EXPRESS |
693 |
UNCH |
$158 | | AXP | 693 | UNCH | $158 | | ALBEMARLE CORP |
1,190 |
+370 |
$156 | | ALB | 1,190 | +370 | $156 | | GENERAL MOTORS |
3,428 |
-800 |
$155 | | GM | 3,428 | -800 | $155 | | GLOBAL X |
4,500 |
+1,900 |
$153 | | AIQ | 4,500 | +1,900 | $153 | | HENRY SCHEIN |
2,000 |
UNCH |
$151 | | HSIC | 2,000 | UNCH | $151 | | EBAY INC |
2,813 |
+150 |
$149 | | EBAY | 2,813 | +150 | $149 | | JPMORGAN EQUITY ETF INCOME I (JEPI) |
|
|
$149 | | ETF | 7,197 | +4,360 | $103 | | JEPI | 800 | +200 | $46 | | VANGUARD EMERGING (VWOB) |
2,305 |
+150 |
$147 | | VWOB | 2,305 | +150 | $147 | | DFA US LARGE COMPANY I |
|
|
$143 | | ETF | 4,124 | UNCH | $143 | | INTL BUSINESS |
738 |
UNCH |
$141 | | IBM | 738 | UNCH | $141 | | INVESCO WATER |
2,120 |
+1 |
$141 | | PHO | 2,120 | +1 | $141 | | DFA INVESTMENT GRADE I |
|
|
$140 | | BOND | 14,142 | -2,012 | $140 | | BAIRD CORE INTERMEDIATE MUNICPL BD INSTL |
|
|
$139 | | BOND | 13,517 | +108 | $139 | | PIMCO DYNAMIC |
7,218 |
UNCH |
$139 | | PDI | 7,218 | UNCH | $139 | | T ROWE PRICE HEALTH SCIENCES |
|
|
$138 | | ETF | 1,467 | UNCH | $138 | | NEXTERA ENERGY |
2,119 |
-288 |
$135 | | NEE | 2,119 | -288 | $135 | | NXP SEMICONDUCTORS F |
550 |
UNCH |
$135 | | NXPI | 550 | UNCH | $135 | | TOUCHSTONE MID CAP A |
|
|
$135 | | ETF | 2,439 | UNCH | $135 | | SERVICE NOW INC |
175 |
UNCH |
$134 | | NOW | 175 | UNCH | $134 | | MADISON SQUARE |
719 |
UNCH |
$133 | | MSGS | 719 | UNCH | $133 | | ENTERGY CORP |
1,251 |
UNCH |
$132 | | ETR | 1,251 | UNCH | $132 | | REX AMERICAN |
2,250 |
UNCH |
$132 | | REX | 2,250 | UNCH | $132 | | UNITED PARCEL |
856 |
-61 |
$127 | | UPS | 856 | -61 | $127 | | CADENCE DESIGN SYS |
400 |
+400 |
$125 | | CDNS | 400 | +400 | $125 | | INVESCO S AND P MIDCAP QUALTY ETF (XMHQ) |
1,141 |
+1,141 |
$125 | | XMHQ | 1,141 | +1,141 | $125 | | ISHARES RUSSELL (IWB) |
430 |
UNCH |
$124 | | IWB | 430 | UNCH | $124 | | AMERICAN WATER |
1,000 |
UNCH |
$122 | | AWK | 1,000 | UNCH | $122 | | ISHARES FLOATING (FLOT) |
2,353 |
UNCH |
$120 | | FLOT | 2,353 | UNCH | $120 | | FIRST TRUST (FMHI) |
2,500 |
+1,000 |
$120 | | FMHI | 2,500 | +1,000 | $120 | | AIRBNB INC |
721 |
-100 |
$119 | | ABNB | 721 | -100 | $119 | | DUPONT DE |
1,547 |
UNCH |
$119 | | DD | 1,547 | UNCH | $119 | | FIDELITY NASDAQ |
1,800 |
UNCH |
$116 | | ONEQ | 1,800 | UNCH | $116 | | AMERICAN ELECTRIC |
1,337 |
UNCH |
$115 | | AEP | 1,337 | UNCH | $115 | | EDWARDS LIFESCIENCES |
1,200 |
UNCH |
$115 | | EW | 1,200 | UNCH | $115 | | SCHWAB S&P 500 INDEX |
|
|
$113 | | ETF | 1,395 | UNCH | $113 | | DFA US LARGE CAP VALUE I |
|
|
$111 | | ETF | 2,268 | UNCH | $111 | | WELLTOWER INC |
1,200 |
UNCH |
$111 | | WELL | 1,200 | UNCH | $111 | | UPSTART HOLDINGS |
4,050 |
UNCH |
$108 | | UPST | 4,050 | UNCH | $108 | | MCKESSON CORP |
200 |
UNCH |
$107 | | MCK | 200 | UNCH | $107 | | BIOMARIN PHARMACEUTICAL |
1,210 |
UNCH |
$106 | | BMRN | 1,210 | UNCH | $106 | | SPDR DOW (DIA) |
265 |
+130 |
$105 | | DIA | 265 | +130 | $105 | | GOLDMAN SACHS |
250 |
UNCH |
$104 | | GS | 250 | UNCH | $104 | | MAGNA INTERNATIONAL |
1,894 |
UNCH |
$103 | | MGA | 1,894 | UNCH | $103 | | SPDR PORTFOLIO (SPSB) |
3,450 |
UNCH |
$103 | | SPSB | 3,450 | UNCH | $103 | | ARISTOTLE CORE INCOME I 2 |
|
|
$101 | | BOND | 10,545 | UNCH | $101 | | FIDELITY 500 INDEX |
|
|
$101 | | ETF | 550 | UNCH | $101 | | ROYAL BANK |
1,000 |
UNCH |
$101 | | RY | 1,000 | UNCH | $101 | | BAKER HUGHES |
3,000 |
UNCH |
$100 | | BKR | 3,000 | UNCH | $100 | | INVSC BULLETSHARES 2025 CRP BND ETF (BSCP) |
4,875 |
+4,875 |
$100 | | BSCP | 4,875 | +4,875 | $100 | | ISHARES CORE (IJH) |
1,651 |
+1,321 |
$100 | | IJH | 1,651 | +1,321 | $100 | | SPDR PORTFOLIO (SPDW) |
2,793 |
UNCH |
$100 | | SPDW | 2,793 | UNCH | $100 | | INDUSTRIAL SELECT |
793 |
UNCH |
$100 | | XLI | 793 | UNCH | $100 | | INVSC BULLETSHARES 2027 CRP BND ETF (BSCR) |
5,116 |
+5,116 |
$98 | | BSCR | 5,116 | +5,116 | $98 | | INVSC BLTSHRS 2029 CORP BND ETF (BSCT) |
5,380 |
+5,380 |
$98 | | BSCT | 5,380 | +5,380 | $98 | | JPMORGAN LARGE CAP GROWTH I |
|
|
$98 | | ETF | 1,399 | UNCH | $98 | | VALERO ENERGY |
572 |
+133 |
$98 | | VLO | 572 | +133 | $98 | | OGE ENERGY CORP |
2,760 |
UNCH |
$95 | | OGE | 2,760 | UNCH | $95 | | BLOCK INC |
1,114 |
+12 |
$94 | | SQ | 1,114 | +12 | $94 | | PROLOGIS INC |
717 |
UNCH |
$93 | | PLD | 717 | UNCH | $93 | | SPDR PORTFOLIO (SPLB) |
3,982 |
+632 |
$93 | | SPLB | 3,982 | +632 | $93 | | DOORDASH INC |
650 |
UNCH |
$90 | | DASH | 650 | UNCH | $90 | | GENERAL DYNAMICS |
319 |
UNCH |
$90 | | GD | 319 | UNCH | $90 | | VANGUARD MATERIALS (VAW) |
441 |
-99 |
$90 | | VAW | 441 | -99 | $90 | | ISHARES RUSSELL (IWN) |
560 |
+25 |
$89 | | IWN | 560 | +25 | $89 | | ISHARES U S (PFF) |
2,708 |
-1,021 |
$87 | | PFF | 2,708 | -1,021 | $87 | | INVESCO S&P |
500 |
UNCH |
$85 | | RSP | 500 | UNCH | $85 | | TELADOC HEALTH |
5,662 |
+1,550 |
$85 | | TDOC | 5,662 | +1,550 | $85 | | AXON ENTERPRISE |
270 |
+170 |
$84 | | AXON | 270 | +170 | $84 | | DOW INC |
1,444 |
UNCH |
$84 | | DOW | 1,444 | UNCH | $84 | | HCA HEALTHCARE |
252 |
UNCH |
$84 | | HCA | 252 | UNCH | $84 | | ISHARES RUSSELL (IWM) |
400 |
+25 |
$84 | | IWM | 400 | +25 | $84 | | DOUBLELINE TOTAL RETURN BOND I |
|
|
$82 | | BOND | 9,512 | UNCH | $82 | | JPMORGAN CORE BOND I |
|
|
$82 | | BOND | 8,091 | UNCH | $82 | | COINBASE GLOBAL |
306 |
-175 |
$81 | | COIN | 306 | -175 | $81 | | TAKE TWO INTERACTIVE |
530 |
UNCH |
$79 | | TTWO | 530 | UNCH | $79 | | ISHARES MSCI (QUAL) |
476 |
UNCH |
$78 | | QUAL | 476 | UNCH | $78 | | CORNING INC |
2,288 |
UNCH |
$75 | | GLW | 2,288 | UNCH | $75 | | T ROWE |
2,475 |
+2,475 |
$75 | | TCAF | 2,475 | +2,475 | $75 | | TEVA PHARMACEUTICAL |
5,235 |
+235 |
$74 | | TEVA | 5,235 | +235 | $74 | | ANHEUSER BUSCH |
1,200 |
UNCH |
$73 | | BUD | 1,200 | UNCH | $73 | | KRANESHARES ELECTRIC (KARS) |
3,250 |
UNCH |
$73 | | KARS | 3,250 | UNCH | $73 | | MFS MID CAP VALUE A |
|
|
$73 | | ETF | 2,277 | UNCH | $73 | | ISHARES 0 5 (STIP) |
737 |
UNCH |
$73 | | STIP | 737 | UNCH | $73 | | STRYKER CORP |
203 |
UNCH |
$73 | | SYK | 203 | UNCH | $73 | | ISHARES RUSSELL (IWD) |
400 |
UNCH |
$72 | | IWD | 400 | UNCH | $72 | | MFS MASSACHUSETTS INV GR STK A |
|
|
$72 | | ETF | 1,686 | UNCH | $72 | | ISHARES MSCI (VEGI) |
1,838 |
UNCH |
$71 | | VEGI | 1,838 | UNCH | $71 | | DFA US SMALL CAP VALUE I |
|
|
$70 | | ETF | 1,493 | UNCH | $70 | | GOLDMAN SACHS |
4,700 |
UNCH |
$70 | | GSBD | 4,700 | UNCH | $70 | | SPROUTS FARMERS |
1,075 |
UNCH |
$69 | | SFM | 1,075 | UNCH | $69 | | BP PLC |
1,811 |
UNCH |
$68 | | BP | 1,811 | UNCH | $68 | | GQG PARTNERS EMERGING MARKETS EQUITYINST |
|
|
$67 | | ETF | 3,780 | +3,780 | $67 | | HONEYWELL INTL |
325 |
-158 |
$67 | | HON | 325 | -158 | $67 | | VANGUARD TOTAL (VT) |
600 |
+250 |
$66 | | VT | 600 | +250 | $66 | | AMERICAN CENTURY INTERMTRM TX FR BD INV |
|
|
$65 | | BOND | 5,996 | UNCH | $65 | | DUKE ENERGY |
671 |
UNCH |
$65 | | DUK | 671 | UNCH | $65 | | VANECK AGRIBUSINESS |
862 |
-50 |
$65 | | MOO | 862 | -50 | $65 | | ISHARES MSCI (MTUM) |
346 |
UNCH |
$65 | | MTUM | 346 | UNCH | $65 | | UNION PACIFIC CORP |
265 |
UNCH |
$65 | | UNP | 265 | UNCH | $65 | | ONEOK INC |
800 |
UNCH |
$64 | | OKE | 800 | UNCH | $64 | | EVERGY INC |
1,174 |
UNCH |
$63 | | EVRG | 1,174 | UNCH | $63 | | SPDR PORTFOLIO (SPYV) |
1,257 |
-63 |
$63 | | SPYV | 1,257 | -63 | $63 | | AFFIRM HOLDINGS |
1,641 |
UNCH |
$61 | | AFRM | 1,641 | UNCH | $61 | | TRANSDIGM GROUP INC |
50 |
+50 |
$61 | | TDG | 50 | +50 | $61 | | CAPITAL ONE |
400 |
UNCH |
$60 | | COF | 400 | UNCH | $60 | | NUCOR CORP |
300 |
+100 |
$60 | | NUE | 300 | +100 | $60 | | FIDELITY ADVISOR BALANCED A |
|
|
$59 | | ETF | 2,082 | UNCH | $59 | | ETF SER (JETS) |
2,825 |
UNCH |
$59 | | JETS | 2,825 | UNCH | $59 | | TILRAY BRANDS |
23,950 |
+2,800 |
$59 | | TLRY | 23,950 | +2,800 | $59 | | AMERICAN FUNDS INVMT CO OF AMER A |
|
|
$58 | | ETF | 1,044 | +3 | $58 | | AMARIN CORP |
65,235 |
-54,250 |
$58 | | AMRN | 65,235 | -54,250 | $58 | | CHIPOTLE MEXICAN GRL |
20 |
+20 |
$58 | | CMG | 20 | +20 | $58 | | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL |
|
|
$58 | | ETF | 2,554 | +2,554 | $58 | | NUVEEN ESG |
1,325 |
+700 |
$57 | | NULC | 1,325 | +700 | $57 | | ZACKS SMALL MID CAP ETF (SMIZ) |
1,822 |
+1,822 |
$57 | | SMIZ | 1,822 | +1,822 | $57 | | WASTE MANAGEMENT |
269 |
+1 |
$57 | | WM | 269 | +1 | $57 | | ELECTRONIC ARTS |
425 |
UNCH |
$56 | | EA | 425 | UNCH | $56 | | FISERV INC |
351 |
UNCH |
$56 | | FI | 351 | UNCH | $56 | | UNILEVER PLC |
1,123 |
UNCH |
$56 | | UL | 1,123 | UNCH | $56 | | ACCENTURE PLC |
160 |
-85 |
$55 | | ACN | 160 | -85 | $55 | | DFA INTERNATIONAL CORE EQUITY I |
|
|
$55 | | ETF | 3,471 | UNCH | $55 | | EATON CORP |
175 |
UNCH |
$55 | | ETN | 175 | UNCH | $55 | | AMERICAN FUNDS NEW WORLD F1 |
|
|
$54 | | ETF | 693 | UNCH | $54 | | ISHARES MSCI (CRBN) |
300 |
UNCH |
$54 | | CRBN | 300 | UNCH | $54 | | US TREASURY BILL24U S T BILL DUE 10 31 24 |
|
|
$53 | | TREASURY | 55,000 | UNCH | $53 | | VANGUARD FTSE (VEU) |
909 |
-111 |
$53 | | VEU | 909 | -111 | $53 | | INVESCO NASDAQ |
1,300 |
UNCH |
$52 | | PNQI | 1,300 | UNCH | $52 | | QUANTA SERVICES |
200 |
UNCH |
$52 | | PWR | 200 | UNCH | $52 | | SPDR PORTFOLIO (SPAB) |
2,069 |
UNCH |
$52 | | SPAB | 2,069 | UNCH | $52 | | EXTRA SPACE |
345 |
UNCH |
$51 | | EXR | 345 | UNCH | $51 | | LORD ABBETT INTERMEDIATE TAX FREE F |
|
|
$51 | | BOND | 5,013 | UNCH | $51 | | INVESCO AEROSPACE |
500 |
UNCH |
$51 | | PPA | 500 | UNCH | $51 | | FIRST TRUST (FDL) |
1,300 |
+800 |
$50 | | FDL | 1,300 | +800 | $50 | | AVANTIS EMERGING |
840 |
UNCH |
$49 | | AVEM | 840 | UNCH | $49 | | FIRST TRUST (CIBR) |
857 |
UNCH |
$48 | | CIBR | 857 | UNCH | $48 | | DFA EMERGING MARKETS CORE EQUITY I |
|
|
$48 | | ETF | 2,065 | UNCH | $48 | | REGENERON PHARMACEUTICAL |
50 |
UNCH |
$48 | | REGN | 50 | UNCH | $48 | | ARK NEXT |
570 |
-25 |
$47 | | ARKW | 570 | -25 | $47 | | HARTFORD FINANCIAL |
460 |
-177 |
$47 | | HIG | 460 | -177 | $47 | | HARTFORD AAA |
1,200 |
UNCH |
$47 | | HSRT | 1,200 | UNCH | $47 | | CHESAPEAKE ENERGY |
520 |
UNCH |
$46 | | CHK | 520 | UNCH | $46 | | ILLINOIS TOOL |
173 |
-113 |
$46 | | ITW | 173 | -113 | $46 | | SIGNET JEWELERS |
460 |
UNCH |
$46 | | SIG | 460 | UNCH | $46 | | FRANKLIN LIBERTY |
500 |
UNCH |
$45 | | FTSD | 500 | UNCH | $45 | | TOTALENERGIES SE |
650 |
-100 |
$45 | | TTE | 650 | -100 | $45 | | NUVEEN ESG |
575 |
UNCH |
$44 | | NULG | 575 | UNCH | $44 | | RESMED INC |
219 |
UNCH |
$44 | | RMD | 219 | UNCH | $44 | | ANIXA BIOSCIENCES |
13,900 |
UNCH |
$43 | | ANIX | 13,900 | UNCH | $43 | | SAN DIEGO CALIF 5 25 27GO UTX DUE 07 01 27 |
|
|
$43 | | MUNI | 40,000 | UNCH | $43 | | SOUTHWEST AIRLINES |
1,427 |
-150 |
$42 | | LUV | 1,427 | -150 | $42 | | NORTHERN LIGHTS |
834 |
UNCH |
$42 | | SECT | 834 | UNCH | $42 | | BECTON DICKINSON |
167 |
-71 |
$41 | | BDX | 167 | -71 | $41 | | BEYOND MEAT |
5,000 |
+1,100 |
$41 | | BYND | 5,000 | +1,100 | $41 | | DEXCOM INC |
294 |
+40 |
$41 | | DXCM | 294 | +40 | $41 | | FRANKLIN US |
2,000 |
UNCH |
$41 | | FLGV | 2,000 | UNCH | $41 | | ISHARES S&P (IVW) |
480 |
UNCH |
$41 | | IVW | 480 | UNCH | $41 | | ON SEMICONDUCTOR |
560 |
+550 |
$41 | | ON | 560 | +550 | $41 | | SCOTTS MIRACLE GRO |
550 |
UNCH |
$41 | | SMG | 550 | UNCH | $41 | | DELTA AIRLINES |
840 |
UNCH |
$40 | | DAL | 840 | UNCH | $40 | | FIRST TRUST (FXL) |
300 |
UNCH |
$40 | | FXL | 300 | UNCH | $40 | | HOPE BANCORP |
3,500 |
UNCH |
$40 | | HOPE | 3,500 | UNCH | $40 | | ISHARES U S (IYH) |
641 |
+523 |
$40 | | IYH | 641 | +523 | $40 | | ISHARES US (SVAL) |
1,300 |
UNCH |
$40 | | SVAL | 1,300 | UNCH | $40 | | BOSTON SCIENTIFIC |
575 |
UNCH |
$39 | | BSX | 575 | UNCH | $39 | | HARTFORD SCHRODERS |
2,000 |
UNCH |
$39 | | HTAB | 2,000 | UNCH | $39 | | AUTOZONE INC |
12 |
UNCH |
$38 | | AZO | 12 | UNCH | $38 | | CUMMINS INC |
130 |
UNCH |
$38 | | CMI | 130 | UNCH | $38 | | DFA LARGE CAP INTERNATIONAL I |
|
|
$38 | | ETF | 1,368 | UNCH | $38 | | ISHARES MSCI (EIS) |
600 |
+600 |
$38 | | EIS | 600 | +600 | $38 | | MONSTER BEVERAGE |
638 |
UNCH |
$38 | | MNST | 638 | UNCH | $38 | | ATLANTICUS HOLDINGS |
1,250 |
UNCH |
$37 | | ATLC | 1,250 | UNCH | $37 | | BLACKROCK SCIENCE |
1,000 |
UNCH |
$37 | | BST | 1,000 | UNCH | $37 | | ISHARES SELECT (DVY) |
300 |
UNCH |
$37 | | DVY | 300 | UNCH | $37 | | PNC FINANCIAL |
230 |
+43 |
$37 | | PNC | 230 | +43 | $37 | | PPG INDUSTRIES |
256 |
UNCH |
$37 | | PPG | 256 | UNCH | $37 | | ATMOS ENERGY CORP |
300 |
UNCH |
$36 | | ATO | 300 | UNCH | $36 | | GE HEALTHCARE |
391 |
UNCH |
$36 | | GEHC | 391 | UNCH | $36 | | ISHARES U S (IYF) |
375 |
-91 |
$36 | | IYF | 375 | -91 | $36 | | ISHARES MSCI (EEM) |
845 |
-612 |
$35 | | EEM | 845 | -612 | $35 | | AMPLIFY TR |
600 |
UNCH |
$35 | | ETHO | 600 | UNCH | $35 | | FIRST TRUST (FXH) |
318 |
UNCH |
$35 | | FXH | 318 | UNCH | $35 | | HANNON ARMSTRONG |
1,215 |
UNCH |
$35 | | HASI | 1,215 | UNCH | $35 | | KB HOME |
500 |
UNCH |
$35 | | KBH | 500 | UNCH | $35 | | NEXTDOOR HOLDINGS |
15,408 |
+11,500 |
$35 | | KIND | 15,408 | +11,500 | $35 | | PBF ENERGY |
600 |
UNCH |
$35 | | PBF | 600 | UNCH | $35 | | TRAVELERS COS |
152 |
-139 |
$35 | | TRV | 152 | -139 | $35 | | FORTUNE BRANDS |
400 |
UNCH |
$34 | | FBIN | 400 | UNCH | $34 | | SPDR PORTFOLIO (SPMD) |
644 |
UNCH |
$34 | | SPMD | 644 | UNCH | $34 | | VANGUARD LARGE (VV) |
143 |
+25 |
$34 | | VV | 143 | +25 | $34 | | DFA US SMALL CAP I |
|
|
$32 | | ETF | 694 | UNCH | $32 | | ISHARES INTL (IDV) |
1,150 |
+700 |
$32 | | IDV | 1,150 | +700 | $32 | | MODERNA INC |
300 |
+300 |
$32 | | MRNA | 300 | +300 | $32 | | NEXTERA ENERGY |
1,050 |
UNCH |
$32 | | NEP | 1,050 | UNCH | $32 | | SCHWAB US |
400 |
+400 |
$32 | | SCHD | 400 | +400 | $32 | | WESTERN MIDSTREAM |
900 |
UNCH |
$32 | | WES | 900 | UNCH | $32 | | SECTOR MATERIALS |
350 |
UNCH |
$32 | | XLB | 350 | UNCH | $32 | | BUILDERS FIRSTSOURCE |
150 |
+150 |
$31 | | BLDR | 150 | +150 | $31 | | OCCIDENTAL PETROLEUM |
480 |
UNCH |
$31 | | OXY | 480 | UNCH | $31 | | SHAKE SHACK |
300 |
UNCH |
$31 | | SHAK | 300 | UNCH | $31 | | ADVISORSHARES INSIDER (SURE) |
267 |
UNCH |
$31 | | SURE | 267 | UNCH | $31 | | SPDR SERIES (XOP) |
200 |
UNCH |
$31 | | XOP | 200 | UNCH | $31 | | BLACKROCK INC |
36 |
-41 |
$30 | | BLK | 36 | -41 | $30 | | TJX COS |
300 |
UNCH |
$30 | | TJX | 300 | UNCH | $30 | | UNITED STATES |
387 |
-150 |
$30 | | USO | 387 | -150 | $30 | | VANGUARD SMALL (VBK) |
116 |
+7 |
$30 | | VBK | 116 | +7 | $30 | | ARK INNOVATION |
580 |
+300 |
$29 | | ARKK | 580 | +300 | $29 | | CALAMOS STRATEGIC |
1,754 |
UNCH |
$29 | | CSQ | 1,754 | UNCH | $29 | | ISHARES MSCI (EFAV) |
405 |
-100 |
$29 | | EFAV | 405 | -100 | $29 | | KRAFT HEINZ |
779 |
UNCH |
$29 | | KHC | 779 | UNCH | $29 | | PALANTIR TECHNOLOGIES |
1,250 |
UNCH |
$29 | | PLTR | 1,250 | UNCH | $29 | | SPDR PORTFOLIO (SPSM) |
677 |
UNCH |
$29 | | SPSM | 677 | UNCH | $29 | | TRACTOR SUPPLY |
111 |
+1 |
$29 | | TSCO | 111 | +1 | $29 | | U S BANCORP 1 45 25 DUE 05 12 25 |
|
|
$29 | | BOND | 30,000 | +30,000 | $29 | | COMMUNICAT SVS SLCT SEC SPDR ETF (XLC) |
356 |
UNCH |
$29 | | XLC | 356 | UNCH | $29 | | BANCFIRST CORP |
322 |
UNCH |
$28 | | BANF | 322 | UNCH | $28 | | COMSTOCK RES INC |
3,000 |
+1,000 |
$28 | | CRK | 3,000 | +1,000 | $28 | | HAWAIIAN ELEC INDS INC |
2,490 |
-200 |
$28 | | HE | 2,490 | -200 | $28 | | ISHARES SELF (IDRV) |
900 |
-200 |
$28 | | IDRV | 900 | -200 | $28 | | INSPERITY INC |
256 |
UNCH |
$28 | | NSP | 256 | UNCH | $28 | | T MOBILE US |
174 |
+75 |
$28 | | TMUS | 174 | +75 | $28 | | ARBOR REALTY TR REIT |
2,100 |
+2,100 |
$27 | | ABR | 2,100 | +2,100 | $27 | | BLACKROCK STRATEGIC INCOME OPPS INSTL |
|
|
$27 | | BOND | 2,909 | +32 | $27 | | FIRST TRUST (FPEI) |
1,500 |
UNCH |
$27 | | FPEI | 1,500 | UNCH | $27 | | JOHNSON CONTROLS |
416 |
+116 |
$27 | | JCI | 416 | +116 | $27 | | LUMENTUM HOLDINGS |
562 |
UNCH |
$27 | | LITE | 562 | UNCH | $27 | | SCHLUMBERGER LTD |
493 |
UNCH |
$27 | | SLB | 493 | UNCH | $27 | | VERIZON COMMUNICATIONS |
650 |
-334 |
$27 | | VZ | 650 | -334 | $27 | | CORTEVA INC |
456 |
UNCH |
$26 | | CTVA | 456 | UNCH | $26 | | ENBRIDGE INC |
718 |
UNCH |
$26 | | ENB | 718 | UNCH | $26 | | ISHARES S&P (IJK) |
288 |
UNCH |
$26 | | IJK | 288 | UNCH | $26 | | SCHWAB AGGREGATE |
558 |
UNCH |
$26 | | SCHZ | 558 | UNCH | $26 | | TEXAS INSTRUMENTS |
150 |
-172 |
$26 | | TXN | 150 | -172 | $26 | | XCEL ENERGY |
492 |
UNCH |
$26 | | XEL | 492 | UNCH | $26 | | AMERIPRISE FINANCIAL |
58 |
-44 |
$25 | | AMP | 58 | -44 | $25 | | ASTEC INDUSTRIES |
561 |
+2 |
$25 | | ASTE | 561 | +2 | $25 | | CF INDUSTRIES HLDG |
300 |
+300 |
$25 | | CF | 300 | +300 | $25 | | HILTON WORLDWIDE |
116 |
-33 |
$25 | | HLT | 116 | -33 | $25 | | GLOBAL X |
560 |
UNCH |
$25 | | LIT | 560 | UNCH | $25 | | SOFI TECHNOLOGIES |
3,500 |
+400 |
$25 | | SOFI | 3,500 | +400 | $25 | | INVESCO S&P |
560 |
UNCH |
$25 | | SPHD | 560 | UNCH | $25 | | AUTOMATIC DATA |
97 |
-68 |
$24 | | ADP | 97 | -68 | $24 | | CANADIAN PACIFIC |
277 |
+1 |
$24 | | CP | 277 | +1 | $24 | | COGNIZANT TECH |
324 |
UNCH |
$24 | | CTSH | 324 | UNCH | $24 | | ISHARES U S (IYM) |
160 |
UNCH |
$24 | | IYM | 160 | UNCH | $24 | | PINTEREST INC |
675 |
UNCH |
$24 | | PINS | 675 | UNCH | $24 | | INVESCO DORSEY |
414 |
UNCH |
$24 | | PTF | 414 | UNCH | $24 | | INVESCO DORSEY |
555 |
UNCH |
$24 | | PTH | 555 | UNCH | $24 | | ROYAL CARIBBEAN |
170 |
UNCH |
$24 | | RCL | 170 | UNCH | $24 | | XPO INC |
200 |
UNCH |
$24 | | XPO | 200 | UNCH | $24 | | ISHARES MSCI (ACWI) |
205 |
UNCH |
$23 | | ACWI | 205 | UNCH | $23 | | C H ROBINSON |
301 |
UNCH |
$23 | | CHRW | 301 | UNCH | $23 | | JANUS HENDERSON SMALL CAP VALUE T |
|
|
$23 | | ETF | 931 | +931 | $23 | | PARAMOUNT GLOBAL |
1,959 |
+277 |
$23 | | PARA | 1,959 | +277 | $23 | | SPDR S&P (SPYX) |
540 |
UNCH |
$23 | | SPYX | 540 | UNCH | $23 | | VANGUARD FTSE (VEA) |
450 |
UNCH |
$23 | | VEA | 450 | UNCH | $23 | | ALCOA CORP |
656 |
+1 |
$22 | | AA | 656 | +1 | $22 | | BLACKROCK UTILITIES |
1,000 |
+500 |
$22 | | BUI | 1,000 | +500 | $22 | | BORG WARNER |
640 |
UNCH |
$22 | | BWA | 640 | UNCH | $22 | | ISHARES U S (IDU) |
260 |
UNCH |
$22 | | IDU | 260 | UNCH | $22 | | ENTERPRISE PRODS PART LP |
700 |
UNCH |
$21 | | EPD | 700 | UNCH | $21 | | EVERBRIDGE INC |
600 |
UNCH |
$21 | | EVBG | 600 | UNCH | $21 | | ISHARES CORE (HDV) |
189 |
-250 |
$21 | | HDV | 189 | -250 | $21 | | ISHARES 1 5 YEAR (IGSB) |
400 |
UNCH |
$21 | | IGSB | 400 | UNCH | $21 | | INVESCO HIGH |
1,000 |
UNCH |
$21 | | PEY | 1,000 | UNCH | $21 | | AMERICAN HOMES |
538 |
+7 |
$20 | | AMH | 538 | +7 | $20 | | ASTRAZENECA PLC |
300 |
UNCH |
$20 | | AZN | 300 | UNCH | $20 | | FIRST TRUST (FXR) |
268 |
UNCH |
$20 | | FXR | 268 | UNCH | $20 | | ENVVENO MED |
3,750 |
+3,750 |
$20 | | NVNO | 3,750 | +3,750 | $20 | | PAYCHEX INC |
165 |
UNCH |
$20 | | PAYX | 165 | UNCH | $20 | | INVESCO FINANCIAL PREFERRED ETF (PGF) |
1,300 |
+1,300 |
$20 | | PGF | 1,300 | +1,300 | $20 | | ARTESIAN RESOURCE |
500 |
UNCH |
$19 | | ARTNA | 500 | UNCH | $19 | | DOXIMITY INC |
700 |
-100 |
$19 | | DOCS | 700 | -100 | $19 | | GENERAL MILLS |
270 |
-50 |
$19 | | GIS | 270 | -50 | $19 | | ISHARES U S (IHI) |
330 |
UNCH |
$19 | | IHI | 330 | UNCH | $19 | | ISHARES RUSSELL (IWR) |
228 |
UNCH |
$19 | | IWR | 228 | UNCH | $19 | | JEFFERIES FINANCIAL |
421 |
UNCH |
$19 | | JEF | 421 | UNCH | $19 | | KAISER ALUMINUM |
211 |
+3 |
$19 | | KALU | 211 | +3 | $19 | | KIMBERLY CLARK |
147 |
UNCH |
$19 | | KMB | 147 | UNCH | $19 | | NUVEEN ESG |
500 |
-450 |
$19 | | NULV | 500 | -450 | $19 | | ISHARES S&P (OEF) |
76 |
UNCH |
$19 | | OEF | 76 | UNCH | $19 | | FIRST TRUST (RBLD) |
300 |
UNCH |
$19 | | RBLD | 300 | UNCH | $19 | | INVESCO S&P |
505 |
UNCH |
$19 | | RPG | 505 | UNCH | $19 | | SUN LIFE |
355 |
UNCH |
$19 | | SLF | 355 | UNCH | $19 | | SYSCO CORP |
239 |
UNCH |
$19 | | SYY | 239 | UNCH | $19 | | ZIMMER BIOMET |
145 |
-100 |
$19 | | ZBH | 145 | -100 | $19 | | WISDOMTREE TRUST |
241 |
UNCH |
$18 | | DGRW | 241 | UNCH | $18 | | ECOLAB INC |
80 |
UNCH |
$18 | | ECL | 80 | UNCH | $18 | | FOOT LOCKER |
625 |
UNCH |
$18 | | FL | 625 | UNCH | $18 | | FIRST TRUST (FTXN) |
549 |
UNCH |
$18 | | FTXN | 549 | UNCH | $18 | | PULTEGROUP INC |
150 |
+150 |
$18 | | PHM | 150 | +150 | $18 | | SPDR SERIES (SLYG) |
205 |
UNCH |
$18 | | SLYG | 205 | UNCH | $18 | | INVESCO EXCHANGE (SPLV) |
279 |
UNCH |
$18 | | SPLV | 279 | UNCH | $18 | | ZILLOW GROUP |
375 |
-190 |
$18 | | Z | 375 | -190 | $18 | | BLACKROCK HEALTH SCIENCES OPPS INV A |
|
|
$17 | | ETF | 247 | +247 | $17 | | DARDEN RESTAURANTS |
100 |
+100 |
$17 | | DRI | 100 | +100 | $17 | | ISHARES S&P (IJS) |
170 |
-175 |
$17 | | IJS | 170 | -175 | $17 | | ULTA BEAUTY |
33 |
UNCH |
$17 | | ULTA | 33 | UNCH | $17 | | WELLS FARGO |
300 |
UNCH |
$17 | | WFC | 300 | UNCH | $17 | | ANALOG DEVICES |
82 |
-153 |
$16 | | ADI | 82 | -153 | $16 | | CHEMOURS COMPANY |
600 |
UNCH |
$16 | | CC | 600 | UNCH | $16 | | DNOW INC |
1,020 |
UNCH |
$16 | | DNOW | 1,020 | UNCH | $16 | | ISHARES MORNINGSTAR (ILCB) |
222 |
+1 |
$16 | | ILCB | 222 | +1 | $16 | | INTL PAPER |
400 |
UNCH |
$16 | | IP | 400 | UNCH | $16 | | LAMB WESTON HOLDINGS INC |
150 |
+150 |
$16 | | LW | 150 | +150 | $16 | | MADISON SQUARE |
416 |
UNCH |
$16 | | MSGE | 416 | UNCH | $16 | | OVINTIV INC |
311 |
+3 |
$16 | | OVV | 311 | +3 | $16 | | PLUG POWER |
4,535 |
-100 |
$16 | | PLUG | 4,535 | -100 | $16 | | SCHWAB CHARLES |
225 |
UNCH |
$16 | | SCHW | 225 | UNCH | $16 | | SPDR PORTFOLIO (SPYG) |
220 |
UNCH |
$16 | | SPYG | 220 | UNCH | $16 | | ISHARES MSCI (VLUE) |
145 |
UNCH |
$16 | | VLUE | 145 | UNCH | $16 | | WEYERHAEUSER CO |
456 |
-156 |
$16 | | WY | 456 | -156 | $16 | | UNITED STS STEEL CRP NEW |
400 |
UNCH |
$16 | | X | 400 | UNCH | $16 | | ALLY FINL INC |
386 |
UNCH |
$15 | | ALLY | 386 | UNCH | $15 | | FIGS INC |
3,000 |
+1,000 |
$15 | | FIGS | 3,000 | +1,000 | $15 | | NUSCALE POWER |
2,895 |
UNCH |
$15 | | SMR | 2,895 | UNCH | $15 | | TEMPLETON DRAGON FD INC |
1,865 |
UNCH |
$15 | | TDF | 1,865 | UNCH | $15 | | DIGITAL REALTY |
100 |
UNCH |
$14 | | DLR | 100 | UNCH | $14 | | EDITAS MEDICINE |
1,850 |
UNCH |
$14 | | EDIT | 1,850 | UNCH | $14 | | FIRST TRUST (FXO) |
300 |
-64 |
$14 | | FXO | 300 | -64 | $14 | | INTL FLAVOR & FRAGRANCE |
158 |
UNCH |
$14 | | IFF | 158 | UNCH | $14 | | IN8BIO INC |
12,000 |
-2,500 |
$14 | | INAB | 12,000 | -2,500 | $14 | | MAXLINEAR INC |
775 |
-2,750 |
$14 | | MXL | 775 | -2,750 | $14 | | FIRST TRUST (QCLN) |
400 |
UNCH |
$14 | | QCLN | 400 | UNCH | $14 | | SEMPRA |
200 |
UNCH |
$14 | | SRE | 200 | UNCH | $14 | | CONSTELLATION BRANDS |
50 |
+50 |
$14 | | STZ | 50 | +50 | $14 | | TYSON FOODS |
231 |
UNCH |
$14 | | TSN | 231 | UNCH | $14 | | ARES MANAGEMENT |
100 |
UNCH |
$13 | | ARES | 100 | UNCH | $13 | | BAIRD CORE PLUS BOND INV |
|
|
$13 | | BOND | 1,258 | +1,258 | $13 | | BANK NEW YORK |
227 |
UNCH |
$13 | | BK | 227 | UNCH | $13 | | DELL TECHNOLOGIES |
118 |
UNCH |
$13 | | DELL | 118 | UNCH | $13 | | TRUMP MEDIA |
265 |
UNCH |
$13 | | DWAC | 265 | UNCH | $13 | | GLOBAL INDUSTRIAL CO |
300 |
+300 |
$13 | | GIC | 300 | +300 | $13 | | GENUINE PARTS |
83 |
UNCH |
$13 | | GPC | 83 | UNCH | $13 | | ISHARES MORNINGSTAR (ILCV) |
171 |
+1 |
$13 | | ILCV | 171 | +1 | $13 | | ISHARES MORNINGSTAR (IMCB) |
174 |
+1 |
$13 | | IMCB | 174 | +1 | $13 | | LYONDELLBASELL INDUSTRIE |
125 |
UNCH |
$13 | | LYB | 125 | UNCH | $13 | | MARRIOTT INTL |
50 |
UNCH |
$13 | | MAR | 50 | UNCH | $13 | | SFL CORP |
989 |
UNCH |
$13 | | SFL | 989 | UNCH | $13 | | SANOFI |
275 |
UNCH |
$13 | | SNY | 275 | UNCH | $13 | | TE CONNECTIVITY |
88 |
UNCH |
$13 | | TEL | 88 | UNCH | $13 | | TIMKEN CO |
150 |
UNCH |
$13 | | TKR | 150 | UNCH | $13 | | TOYOTA MOTOR |
50 |
UNCH |
$13 | | TM | 50 | UNCH | $13 | | VANGUARD COMMUNICATION (VOX) |
100 |
UNCH |
$13 | | VOX | 100 | UNCH | $13 | | WILLIAMS SONOMA |
42 |
UNCH |
$13 | | WSM | 42 | UNCH | $13 | | ALPS CLEAN |
400 |
UNCH |
$12 | | ACES | 400 | UNCH | $12 | | CHEWY INC |
775 |
+225 |
$12 | | CHWY | 775 | +225 | $12 | | COPART INC |
200 |
+200 |
$12 | | CPRT | 200 | +200 | $12 | | DFA EMERGING MARKETS I |
|
|
$12 | | ETF | 410 | UNCH | $12 | | FIDELITY ADVISOR EMERGING ASIA A |
|
|
$12 | | ETF | 286 | +143 | $12 | | FIDELITY ADVISOR INTL CAPL APP A |
|
|
$12 | | ETF | 392 | +392 | $12 | | HAWAIIAN HOLDINGS |
900 |
UNCH |
$12 | | HA | 900 | UNCH | $12 | | PIMCO 0 5 |
126 |
UNCH |
$12 | | HYS | 126 | UNCH | $12 | | LULULEMON ATHLETICA |
30 |
UNCH |
$12 | | LULU | 30 | UNCH | $12 | | SPX TECHNOLOGIES |
100 |
UNCH |
$12 | | SPXC | 100 | UNCH | $12 | | AMERICAN AIRLINES |
744 |
UNCH |
$11 | | AAL | 744 | UNCH | $11 | | VANECK BIOTECH |
65 |
UNCH |
$11 | | BBH | 65 | UNCH | $11 | | CHARGEPOINT HOLDINGS |
5,820 |
-5,100 |
$11 | | CHPT | 5,820 | -5,100 | $11 | | CRONOS GROUP |
4,100 |
UNCH |
$11 | | CRON | 4,100 | UNCH | $11 | | EMERSON ELECTRIC |
100 |
UNCH |
$11 | | EMR | 100 | UNCH | $11 | | LIVE NATION |
100 |
UNCH |
$11 | | LYV | 100 | UNCH | $11 | | QORVO INC |
100 |
UNCH |
$11 | | QRVO | 100 | UNCH | $11 | | GLOBAL X FDS |
500 |
+500 |
$11 | | SDIV | 500 | +500 | $11 | | SOLAREDGE TECHNOLOGIES |
150 |
-120 |
$11 | | SEDG | 150 | -120 | $11 | | XEROX HOLDINGS |
600 |
UNCH |
$11 | | XRX | 600 | UNCH | $11 | | ARTHUR J |
39 |
UNCH |
$10 | | AJG | 39 | UNCH | $10 | | INVESCO SENIOR |
487 |
UNCH |
$10 | | BKLN | 487 | UNCH | $10 | | VANGUARD SHORT (BSV) |
130 |
UNCH |
$10 | | BSV | 130 | UNCH | $10 | | CBRE GROUP |
100 |
UNCH |
$10 | | CBRE | 100 | UNCH | $10 | | CLEVELAND CLIFFS |
450 |
UNCH |
$10 | | CLF | 450 | UNCH | $10 | | CENCORA INC |
43 |
+43 |
$10 | | COR | 43 | +43 | $10 | | DOMINION ENERGY INC |
210 |
UNCH |
$10 | | D | 210 | UNCH | $10 | | EXPEDIA GROUP |
75 |
UNCH |
$10 | | EXPE | 75 | UNCH | $10 | | FIRST TRUST (FXG) |
152 |
UNCH |
$10 | | FXG | 152 | UNCH | $10 | | GOLDMAN SACHS |
100 |
UNCH |
$10 | | GSLC | 100 | UNCH | $10 | | ISHARES MSCI INDIA ETF (INDA) |
200 |
+200 |
$10 | | INDA | 200 | +200 | $10 | | JETBLUE AIRWAYS |
1,300 |
UNCH |
$10 | | JBLU | 1,300 | UNCH | $10 | | LUMINAR TECHNOLOGIES |
4,850 |
-5,000 |
$10 | | LAZR | 4,850 | -5,000 | $10 | | SPDR SERIES (MDYG) |
109 |
UNCH |
$10 | | MDYG | 109 | UNCH | $10 | | NUVEEN ESG |
250 |
UNCH |
$10 | | NUSC | 250 | UNCH | $10 | | SPROTT PHYSICAL |
1,200 |
UNCH |
$10 | | PSLV | 1,200 | UNCH | $10 | | REDDIT INC |
200 |
+200 |
$10 | | RDDT | 200 | +200 | $10 | | SCHWAB US |
196 |
UNCH |
$10 | | SCHA | 196 | UNCH | $10 | | SCHWAB EMERGING |
393 |
UNCH |
$10 | | SCHE | 393 | UNCH | $10 | | SCHWAB US |
160 |
UNCH |
$10 | | SCHX | 160 | UNCH | $10 | | SPDR SERIES (SLYV) |
118 |
+22 |
$10 | | SLYV | 118 | +22 | $10 | | SPDR BLACKSTONE (SRLN) |
227 |
UNCH |
$10 | | SRLN | 227 | UNCH | $10 | | THERMO FISHER |
18 |
UNCH |
$10 | | TMO | 18 | UNCH | $10 | | TEXTRON INC |
100 |
UNCH |
$10 | | TXT | 100 | UNCH | $10 | | AES CORP |
511 |
UNCH |
$9 | | AES | 511 | UNCH | $9 | | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS |
100 |
+100 |
$9 | | BNTX | 100 | +100 | $9 | | BRILLIANT EARTH |
2,945 |
UNCH |
$9 | | BRLT | 2,945 | UNCH | $9 | | FRANKLIN MUTUAL US MID CAP VALUE A |
|
|
$9 | | ETF | 257 | UNCH | $9 | | LAS VEGAS SANDS |
180 |
UNCH |
$9 | | LVS | 180 | UNCH | $9 | | PAN AMERICAN |
614 |
UNCH |
$9 | | PAAS | 614 | UNCH | $9 | | POLARIS INC |
87 |
+1 |
$9 | | PII | 87 | +1 | $9 | | PTC INC |
50 |
UNCH |
$9 | | PTC | 50 | UNCH | $9 | | SCHWAB INTL |
227 |
UNCH |
$9 | | SCHF | 227 | UNCH | $9 | | SCHWAB US |
430 |
-90 |
$9 | | SCHH | 430 | -90 | $9 | | ISHARES SILVER (SLV) |
400 |
UNCH |
$9 | | SLV | 400 | UNCH | $9 | | SYNOPSYS INC |
16 |
UNCH |
$9 | | SNPS | 16 | UNCH | $9 | | TAIWAN SEMICONDUCTOR |
68 |
UNCH |
$9 | | TSM | 68 | UNCH | $9 | | WARNER BROS |
1,020 |
-427 |
$9 | | WBD | 1,020 | -427 | $9 | | WOLFSPEED INC |
300 |
UNCH |
$9 | | WOLF | 300 | UNCH | $9 | | AMERICAN INTL |
100 |
UNCH |
$8 | | AIG | 100 | UNCH | $8 | | ALLISON TRANSMISSION |
100 |
+100 |
$8 | | ALSN | 100 | +100 | $8 | | AIR PRODUCTS |
31 |
UNCH |
$8 | | APD | 31 | UNCH | $8 | | ASANA INC CLASS A |
500 |
UNCH |
$8 | | ASAN | 500 | UNCH | $8 | | AVERY DENNISON CORP |
38 |
UNCH |
$8 | | AVY | 38 | UNCH | $8 | | CAL MAINE FOODS |
141 |
UNCH |
$8 | | CALM | 141 | UNCH | $8 | | COMPASS PATHWAYS |
900 |
UNCH |
$8 | | CMPS | 900 | UNCH | $8 | | CENTERPOINT ENERGY |
294 |
UNCH |
$8 | | CNP | 294 | UNCH | $8 | | EVERSOURCE ENERGY |
134 |
UNCH |
$8 | | ES | 134 | UNCH | $8 | | ISHARES GENOMICS (IDNA) |
350 |
UNCH |
$8 | | IDNA | 350 | UNCH | $8 | | ISHARES MSCI (MCHI) |
205 |
UNCH |
$8 | | MCHI | 205 | UNCH | $8 | | GLOBAL X |
158 |
UNCH |
$8 | | MLPA | 158 | UNCH | $8 | | VIRTUS EQUITY |
350 |
UNCH |
$8 | | NIE | 350 | UNCH | $8 | | INVESCO PFD |
704 |
UNCH |
$8 | | PGX | 704 | UNCH | $8 | | TRANSOCEAN LTD |
1,210 |
UNCH |
$8 | | RIG | 1,210 | UNCH | $8 | | MANAGED TORTOISE |
279 |
UNCH |
$8 | | TPYP | 279 | UNCH | $8 | | APA CORP |
200 |
UNCH |
$7 | | APA | 200 | UNCH | $7 | | BANK HAWAII |
114 |
UNCH |
$7 | | BOH | 114 | UNCH | $7 | | CHUBB LTD |
28 |
UNCH |
$7 | | CB | 28 | UNCH | $7 | | CME GROUP |
31 |
-165 |
$7 | | CME | 31 | -165 | $7 | | DOLLAR TREE |
50 |
UNCH |
$7 | | DLTR | 50 | UNCH | $7 | | ISHARES MSCI (EWJ) |
100 |
UNCH |
$7 | | EWJ | 100 | UNCH | $7 | | FLUENCE ENERGY |
400 |
UNCH |
$7 | | FLNC | 400 | UNCH | $7 | | FIRST TRUST (FXZ) |
92 |
UNCH |
$7 | | FXZ | 92 | UNCH | $7 | | HELEN OF |
61 |
UNCH |
$7 | | HELE | 61 | UNCH | $7 | | IQIYI INC |
1,600 |
+200 |
$7 | | IQ | 1,600 | +200 | $7 | | JOHN HANCOCK |
104 |
UNCH |
$7 | | JHML | 104 | UNCH | $7 | | MASTERBRAND INC |
400 |
UNCH |
$7 | | MBC | 400 | UNCH | $7 | | MDU RESOURCES |
282 |
UNCH |
$7 | | MDU | 282 | UNCH | $7 | | M&T BANK |
47 |
UNCH |
$7 | | MTB | 47 | UNCH | $7 | | PDD HOLDINGS |
62 |
+50 |
$7 | | PDD | 62 | +50 | $7 | | SCHWAB SHORT |
151 |
UNCH |
$7 | | SCHO | 151 | UNCH | $7 | | SPIRIT AEROSYSTEMS |
200 |
UNCH |
$7 | | SPR | 200 | UNCH | $7 | | UNITED AIRLINES |
155 |
+60 |
$7 | | UAL | 155 | +60 | $7 | | LIBERTY ALL STAR |
996 |
+46 |
$7 | | USA | 996 | +46 | $7 | | VANECK VECTORS ETF TR VIETNAM (VNM) |
500 |
UNCH |
$7 | | VNM | 500 | UNCH | $7 | | WILLIAMS COS |
183 |
UNCH |
$7 | | WMB | 183 | UNCH | $7 | | ZOOM VIDEO |
114 |
UNCH |
$7 | | ZM | 114 | UNCH | $7 | | AMERICAN TOWER |
30 |
UNCH |
$6 | | AMT | 30 | UNCH | $6 | | BALLARD POWER |
2,000 |
-290 |
$6 | | BLDP | 2,000 | -290 | $6 | | GLOBAL X |
200 |
UNCH |
$6 | | BOTZ | 200 | UNCH | $6 | | CARRIER GLOBAL |
100 |
-200 |
$6 | | CARR | 100 | -200 | $6 | | CVR ENERGY INC |
150 |
+150 |
$6 | | CVI | 150 | +150 | $6 | | ENCOMPASS HEALTH |
77 |
UNCH |
$6 | | EHC | 77 | UNCH | $6 | | ISHARES JPMORGAN (EMB) |
65 |
UNCH |
$6 | | EMB | 65 | UNCH | $6 | | GLOBAL NET |
804 |
UNCH |
$6 | | GNL | 804 | UNCH | $6 | | ISHARES GLOBAL (IXN) |
85 |
UNCH |
$6 | | IXN | 85 | UNCH | $6 | | JOHN HANCOCK |
107 |
UNCH |
$6 | | JHMM | 107 | UNCH | $6 | | KNIFE RIVER |
70 |
UNCH |
$6 | | KNF | 70 | UNCH | $6 | | LYFT INC |
300 |
UNCH |
$6 | | LYFT | 300 | UNCH | $6 | | NOV INC |
301 |
-340 |
$6 | | NOV | 301 | -340 | $6 | | RIVIAN AUTOMOTIVE |
528 |
+400 |
$6 | | RIVN | 528 | +400 | $6 | | INVESCO S&P |
180 |
UNCH |
$6 | | RSPT | 180 | UNCH | $6 | | SIRIUS XM |
1,575 |
-475 |
$6 | | SIRI | 1,575 | -475 | $6 | | SNAP INC |
500 |
UNCH |
$6 | | SNAP | 500 | UNCH | $6 | | STELLANTIS NV |
225 |
UNCH |
$6 | | STLA | 225 | UNCH | $6 | | TRULIEVE CANNABIS CORP F |
|
|
$6 | | ADR | 500 | UNCH | $6 | | VIATRIS INC |
542 |
+45 |
$6 | | VTRS | 542 | +45 | $6 | | WABTEC |
43 |
UNCH |
$6 | | WAB | 43 | UNCH | $6 | | PETCO HEALTH |
2,500 |
+2,100 |
$6 | | WOOF | 2,500 | +2,100 | $6 | | ARCHER DANIELS |
76 |
UNCH |
$5 | | ADM | 76 | UNCH | $5 | | ASSURANT INC |
25 |
UNCH |
$5 | | AIZ | 25 | UNCH | $5 | | ARK FINTECH |
180 |
UNCH |
$5 | | ARKF | 180 | UNCH | $5 | | ATAI LIFE |
2,450 |
UNCH |
$5 | | ATAI | 2,450 | UNCH | $5 | | CANADIAN NATIONAL |
39 |
UNCH |
$5 | | CNI | 39 | UNCH | $5 | | GLOBAL X |
200 |
UNCH |
$5 | | DRIV | 200 | UNCH | $5 | | SPDR S&P (DWX) |
140 |
UNCH |
$5 | | DWX | 140 | UNCH | $5 | | EASTMAN CHEMICAL |
50 |
UNCH |
$5 | | EMN | 50 | UNCH | $5 | | FOX FACTORY |
100 |
UNCH |
$5 | | FOXF | 100 | UNCH | $5 | | GOODYEAR TIRE |
337 |
-238 |
$5 | | GT | 337 | -238 | $5 | | HUBSPOT INC |
8 |
UNCH |
$5 | | HUBS | 8 | UNCH | $5 | | IDEXX LABS INC |
10 |
UNCH |
$5 | | IDXX | 10 | UNCH | $5 | | IROBOT CORP |
600 |
+600 |
$5 | | IRBT | 600 | +600 | $5 | | ISHARES U S (IYE) |
95 |
UNCH |
$5 | | IYE | 95 | UNCH | $5 | | JOHN HANCOCK |
142 |
UNCH |
$5 | | JHMD | 142 | UNCH | $5 | | KITE REALTY |
249 |
UNCH |
$5 | | KRG | 249 | UNCH | $5 | | KRATOS DEFENSE |
250 |
UNCH |
$5 | | KTOS | 250 | UNCH | $5 | | MASTERCARD INC |
11 |
UNCH |
$5 | | MA | 11 | UNCH | $5 | | OTIS WORLDWIDE |
50 |
-100 |
$5 | | OTIS | 50 | -100 | $5 | | PLANET LABS PBC CLASS A |
2,000 |
UNCH |
$5 | | PL | 2,000 | UNCH | $5 | | PRINCIPAL REAL ESTATE SECURITIES INST |
|
|
$5 | | ETF | 189 | +189 | $5 | | CHICAGO ATLANTIC |
300 |
+300 |
$5 | | REFI | 300 | +300 | $5 | | TAPESTRY INC |
100 |
-100 |
$5 | | TPR | 100 | -100 | $5 | | COHEN & STEERS |
225 |
UNCH |
$5 | | UTF | 225 | UNCH | $5 | | VANGUARD S&P 500 VALUE ETF (VOOV) |
25 |
UNCH |
$5 | | VOOV | 25 | UNCH | $5 | | AKRE FOCUS INSTL |
|
|
$4 | | ETF | 68 | UNCH | $4 | | ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
4 |
UNCH |
$4 | | ASML | 4 | UNCH | $4 | | BOOKING HOLDINGS INC |
1 |
UNCH |
$4 | | BKNG | 1 | UNCH | $4 | | AMPLIFY BLOCKCHAIN |
100 |
UNCH |
$4 | | BLOK | 100 | UNCH | $4 | | SPROTT PHYSICAL |
200 |
UNCH |
$4 | | CEF | 200 | UNCH | $4 | | CLOROX COMPANY |
26 |
UNCH |
$4 | | CLX | 26 | UNCH | $4 | | DIAGEO PLC |
28 |
UNCH |
$4 | | DEO | 28 | UNCH | $4 | | DOVER CORP |
22 |
UNCH |
$4 | | DOV | 22 | UNCH | $4 | | SPDR BLOOMBERG (EBND) |
214 |
UNCH |
$4 | | EBND | 214 | UNCH | $4 | | FIRST HAWAIIAN |
200 |
-100 |
$4 | | FHB | 200 | -100 | $4 | | FIRST TRUST (FXD) |
61 |
UNCH |
$4 | | FXD | 61 | UNCH | $4 | | INTUIT INC |
6 |
UNCH |
$4 | | INTU | 6 | UNCH | $4 | | JOHN HANCOCK |
92 |
UNCH |
$4 | | JHSC | 92 | UNCH | $4 | | KAYNE ANDERSON |
422 |
UNCH |
$4 | | KYN | 422 | UNCH | $4 | | MONGODB INC CLASS A |
12 |
UNCH |
$4 | | MDB | 12 | UNCH | $4 | | MONOLITHIC POWER SYS |
6 |
UNCH |
$4 | | MPWR | 6 | UNCH | $4 | | MARVELL TECHNOLOGY INC |
56 |
UNCH |
$4 | | MRVL | 56 | UNCH | $4 | | NORWEGIAN CRUISE |
200 |
UNCH |
$4 | | NCLH | 200 | UNCH | $4 | | NUVEEN CALIFORNIA |
334 |
-334 |
$4 | | NKX | 334 | -334 | $4 | | ORGANON & CO |
205 |
-13 |
$4 | | OGN | 205 | -13 | $4 | | INVESCO EMERGING |
198 |
UNCH |
$4 | | PCY | 198 | UNCH | $4 | | RXO INC |
200 |
UNCH |
$4 | | RXO | 200 | UNCH | $4 | | SEVEN HILLS |
288 |
UNCH |
$4 | | SEVN | 288 | UNCH | $4 | | VIRGIN GALACTIC |
2,500 |
UNCH |
$4 | | SPCE | 2,500 | UNCH | $4 | | THE TRADE DESK INC CLASS A |
45 |
UNCH |
$4 | | TTD | 45 | UNCH | $4 | | URGENTLY INC |
2,000 |
UNCH |
$4 | | ULY | 2,000 | UNCH | $4 | | VANGUARD MID CAP VALUE ETF (VOE) |
29 |
+29 |
$4 | | VOE | 29 | +29 | $4 | | VANGUARD MID CAP GROWTH ETF (VOT) |
19 |
+19 |
$4 | | VOT | 19 | +19 | $4 | | VISTA OUTDOOR |
135 |
UNCH |
$4 | | VSTO | 135 | UNCH | $4 | | AMPHENOL CORP CLASS A |
30 |
UNCH |
$3 | | APH | 30 | UNCH | $3 | | AQUA METALS |
5,500 |
UNCH |
$3 | | AQMS | 5,500 | UNCH | $3 | | ARTISAN HIGH INCOME INVESTOR |
|
|
$3 | | BOND | 297 | +297 | $3 | | BIOCRYST PHARMACEUTICALS |
500 |
UNCH |
$3 | | BCRX | 500 | UNCH | $3 | | BAIDU INC |
30 |
UNCH |
$3 | | BIDU | 30 | UNCH | $3 | | SPDR BLOOMBERG (BIL) |
38 |
UNCH |
$3 | | BIL | 38 | UNCH | $3 | | BRANDYWINEGLOBAL GLOBAL OPP BOND I |
|
|
$3 | | BOND | 305 | +305 | $3 | | CONFLUENT INC CLASS A |
103 |
UNCH |
$3 | | CFLT | 103 | UNCH | $3 | | CANOPY GROWTH |
380 |
-50 |
$3 | | CGC | 380 | -50 | $3 | | CHESAPEAKE ENERGY |
38 |
UNCH |
$3 | | CHKEL | 38 | UNCH | $3 | | DOCGO INC |
750 |
UNCH |
$3 | | DCGO | 750 | UNCH | $3 | | DATADOG INC CLASS A |
26 |
UNCH |
$3 | | DDOG | 26 | UNCH | $3 | | DOCUSIGN INC |
52 |
UNCH |
$3 | | DOCU | 52 | UNCH | $3 | | ISHARES MSCI (EEMV) |
47 |
UNCH |
$3 | | EEMV | 47 | UNCH | $3 | | EQUINIX INC REIT |
4 |
UNCH |
$3 | | EQIX | 4 | UNCH | $3 | | ELASTIC N V F |
34 |
UNCH |
$3 | | ESTC | 34 | UNCH | $3 | | ISHARES MSCI (EWZ) |
105 |
UNCH |
$3 | | EWZ | 105 | UNCH | $3 | | FOX CORP |
111 |
UNCH |
$3 | | FOXA | 111 | UNCH | $3 | | U S GLOBAL |
1,200 |
UNCH |
$3 | | GROW | 1,200 | UNCH | $3 | | AMPLIFY TR |
50 |
UNCH |
$3 | | IPAY | 50 | UNCH | $3 | | JAZZ PHARMACEUTICALS |
28 |
UNCH |
$3 | | JAZZ | 28 | UNCH | $3 | | JABIL INC |
21 |
UNCH |
$3 | | JBL | 21 | UNCH | $3 | | MERCADOLIBRE INC |
2 |
UNCH |
$3 | | MELI | 2 | UNCH | $3 | | 3M COMPANY |
31 |
UNCH |
$3 | | MMM | 31 | UNCH | $3 | | MANNKIND CORP |
600 |
UNCH |
$3 | | MNKD | 600 | UNCH | $3 | | MANITOWOC COMPANY |
225 |
UNCH |
$3 | | MTW | 225 | UNCH | $3 | | NUVEEN ESG |
100 |
UNCH |
$3 | | NUDM | 100 | UNCH | $3 | | OKTA INC CLASS A |
29 |
UNCH |
$3 | | OKTA | 29 | UNCH | $3 | | UNIVERSAL DISPLAY CO |
16 |
UNCH |
$3 | | OLED | 16 | UNCH | $3 | | OPENDOOR TECHNOLOGIES |
1,000 |
UNCH |
$3 | | OPEN | 1,000 | UNCH | $3 | | OATLY GROUP |
3,000 |
UNCH |
$3 | | OTLY | 3,000 | UNCH | $3 | | INVESCO GLOBAL |
200 |
UNCH |
$3 | | PBD | 200 | UNCH | $3 | | PROCORE TECHNOLOGIES INC |
38 |
UNCH |
$3 | | PCOR | 38 | UNCH | $3 | | PHINIA INC |
68 |
-60 |
$3 | | PHIN | 68 | -60 | $3 | | RESIDEO TECHNOLOGIES |
135 |
UNCH |
$3 | | REZI | 135 | UNCH | $3 | | ISHARES MSCI (SCZ) |
41 |
UNCH |
$3 | | SCZ | 41 | UNCH | $3 | | STANLEY BLACK |
28 |
-29 |
$3 | | SWK | 28 | -29 | $3 | | U S BANCORP DE |
72 |
-201 |
$3 | | USB | 72 | -201 | $3 | | VANGUARD SMALL (VBR) |
14 |
UNCH |
$3 | | VBR | 14 | UNCH | $3 | | WW INTL |
1,600 |
+1,600 |
$3 | | WW | 1,600 | +1,600 | $3 | | YUM BRANDS INC |
20 |
UNCH |
$3 | | YUM | 20 | UNCH | $3 | | ARISTA NETWORKS INC |
7 |
UNCH |
$2 | | ANET | 7 | UNCH | $2 | | BLUEROCK HOMES |
125 |
UNCH |
$2 | | BHM | 125 | UNCH | $2 | | CARNIVAL CORP |
100 |
UNCH |
$2 | | CCL | 100 | UNCH | $2 | | CONDUENT INC |
600 |
+200 |
$2 | | CNDT | 600 | +200 | $2 | | CREDO TECHNOLOGY GROUP F |
110 |
UNCH |
$2 | | CRDO | 110 | UNCH | $2 | | CANADIAN SOLAR |
100 |
UNCH |
$2 | | CSIQ | 100 | UNCH | $2 | | INVESCO DB |
100 |
UNCH |
$2 | | DBB | 100 | UNCH | $2 | | ENTEGRIS INC |
15 |
UNCH |
$2 | | ENTG | 15 | UNCH | $2 | | GQG PARTNERS EMERGING MARKETS EQUITY INV |
|
|
$2 | | ETF | 133 | +133 | $2 | | HILTON GRAND |
35 |
-10 |
$2 | | HGV | 35 | -10 | $2 | | GLOBAL X |
400 |
+400 |
$2 | | HYDR | 400 | +400 | $2 | | ISHARES U S (IYZ) |
75 |
UNCH |
$2 | | IYZ | 75 | UNCH | $2 | | KENNEDY WILSON HOLDINGS |
283 |
UNCH |
$2 | | KW | 283 | UNCH | $2 | | MOELIS & COMPANY |
29 |
UNCH |
$2 | | MC | 29 | UNCH | $2 | | AMPLIFY TR |
500 |
UNCH |
$2 | | MJ | 500 | UNCH | $2 | | MKS INSTRUMENTS INC |
12 |
UNCH |
$2 | | MKSI | 12 | UNCH | $2 | | MATTERPORT INC |
700 |
+200 |
$2 | | MTTR | 700 | +200 | $2 | | NIU TECHNOLOGIES |
1,000 |
UNCH |
$2 | | NIU | 1,000 | UNCH | $2 | | NUVEEN SHORT |
75 |
UNCH |
$2 | | NURE | 75 | UNCH | $2 | | NEWELL BRANDS |
300 |
UNCH |
$2 | | NWL | 300 | UNCH | $2 | | ISHARES AAA (QLTA) |
48 |
UNCH |
$2 | | QLTA | 48 | UNCH | $2 | | ROBLOX CORP |
40 |
UNCH |
$2 | | RBLX | 40 | UNCH | $2 | | RIO TINTO |
24 |
UNCH |
$2 | | RIO | 24 | UNCH | $2 | | RAMBUS INC |
25 |
UNCH |
$2 | | RMBS | 25 | UNCH | $2 | | STEAKHOLDER FOODS |
4,000 |
UNCH |
$2 | | STKH | 4,000 | UNCH | $2 | | ATLASSIAN CORP CLASS A |
9 |
UNCH |
$2 | | TEAM | 9 | UNCH | $2 | | TOAST INC |
100 |
UNCH |
$2 | | TOST | 100 | UNCH | $2 | | VANGUARD WELLESLEY INCOME ADMIRAL |
|
|
$2 | | ETF | 37 | UNCH | $2 | | VEEVA SYSTEMS INC CLASS A |
10 |
UNCH |
$2 | | VEEV | 10 | UNCH | $2 | | VINCE HOLDING |
700 |
UNCH |
$2 | | VNCE | 700 | UNCH | $2 | | VODAFONE GROUP |
168 |
-169 |
$2 | | VOD | 168 | -169 | $2 | | VIAD CORP |
62 |
UNCH |
$2 | | VVI | 62 | UNCH | $2 | | ZEVIA PBC |
2,000 |
UNCH |
$2 | | ZVIA | 2,000 | UNCH | $2 | | ACUTUS MEDICAL |
5,000 |
-12,000 |
$1 | | AFIB | 5,000 | -12,000 | $1 | | ALLBIRDS INC |
925 |
UNCH |
$1 | | BIRD | 925 | UNCH | $1 | | SABA CAPITAL |
100 |
UNCH |
$1 | | BRW | 100 | UNCH | $1 | | CERENCE INC |
62 |
UNCH |
$1 | | CRNC | 62 | UNCH | $1 | | DEVON ENERGY |
24 |
UNCH |
$1 | | DVN | 24 | UNCH | $1 | | DXC TECHNOLOGY |
68 |
UNCH |
$1 | | DXC | 68 | UNCH | $1 | | FIRST SOLAR INC |
5 |
UNCH |
$1 | | FSLR | 5 | UNCH | $1 | | GLOBALFOUNDRIES INC F |
22 |
UNCH |
$1 | | GFS | 22 | UNCH | $1 | | GSK PLC |
28 |
UNCH |
$1 | | GSK | 28 | UNCH | $1 | | LEVI STRAUSS |
50 |
UNCH |
$1 | | LEVI | 50 | UNCH | $1 | | COMSTOCK MNG INC |
3,500 |
UNCH |
$1 | | LODE | 3,500 | UNCH | $1 | | LOOMIS SAYLES BOND RETAIL |
|
|
$1 | | BOND | 126 | UNCH | $1 | | MATTHEWS ASIAN GROWTH & INC INVESTOR |
|
|
$1 | | ETF | 56 | UNCH | $1 | | MELCO RESORTS |
125 |
UNCH |
$1 | | MLCO | 125 | UNCH | $1 | | MIND MEDICINE |
66 |
UNCH |
$1 | | MNMD | 66 | UNCH | $1 | | ORION OFFICE |
330 |
UNCH |
$1 | | ONL | 330 | UNCH | $1 | | UIPATH INC |
44 |
+44 |
$1 | | PATH | 44 | +44 | $1 | | PEAR TREE POLARIS FGN VAL SM CAP ORD |
|
|
$1 | | ETF | 91 | +91 | $1 | | PJT PARTNERS |
15 |
+5 |
$1 | | PJT | 15 | +5 | $1 | | PARK HOTELS |
77 |
-22 |
$1 | | PK | 77 | -22 | $1 | | PRINCIPAL SHORT TERM INCOME INST |
|
|
$1 | | BOND | 107 | +107 | $1 | | REDFIN CORP |
100 |
UNCH |
$1 | | RDFN | 100 | UNCH | $1 | | STURM RUGER |
15 |
UNCH |
$1 | | RGR | 15 | UNCH | $1 | | SCHWAB GOVERNMENT MONEY INV |
|
|
$1 | | ETF | 622 | +622 | $1 | | SPECTRUM BRANDS |
10 |
UNCH |
$1 | | SPB | 10 | UNCH | $1 | | SMITH & WESSON |
35 |
UNCH |
$1 | | SWBI | 35 | UNCH | $1 | | UBIQUITI INC |
5 |
UNCH |
$1 | | UI | 5 | UNCH | $1 | | VIAVI SOLUTIONS |
62 |
UNCH |
$1 | | VIAV | 62 | UNCH | $1 | | VIASAT INC |
36 |
UNCH |
$1 | | VSAT | 36 | UNCH | $1 | | VITESSE ENERGY |
49 |
UNCH |
$1 | | VTS | 49 | UNCH | $1 | | YUM CHINA |
19 |
-100 |
$1 | | YUMC | 19 | -100 | $1 | | ZIMVIE INC |
67 |
-48 |
$1 | | ZIMV | 67 | -48 | $1 | | ADIENT PLC |
11 |
-89 |
<$1 | | ADNT | 11 | -89 | $0 | | AMERICAN OUTDOOR |
8 |
UNCH |
<$1 | | AOUT | 8 | UNCH | $0 | | BALLYS CORP |
7 |
UNCH |
<$1 | | BALY | 7 | UNCH | $0 | | BRAINSTORM CELL |
200 |
UNCH |
<$1 | | BCLI | 200 | UNCH | $0 | | BENSON HILL |
250 |
UNCH |
<$1 | | BHIL | 250 | UNCH | $0 | | INVESCO CHINA |
12 |
UNCH |
<$1 | | CQQQ | 12 | UNCH | $0 | | CYBIN INC |
1,000 |
UNCH |
<$1 | | CYBN | 1,000 | UNCH | $0 | | 3D SYSTEMS |
98 |
UNCH |
<$1 | | DDD | 98 | UNCH | $0 | | HALEON PLC |
35 |
UNCH |
<$1 | | HLN | 35 | UNCH | $0 | | KYNDRYL HOLDINGS |
7 |
UNCH |
<$1 | | KD | 7 | UNCH | $0 | | LUMEN TECHNOLOGIES |
42 |
UNCH |
<$1 | | LUMN | 42 | UNCH | $0 | | MARYGOLD COS |
7 |
UNCH |
<$1 | | MGLD | 7 | UNCH | $0 | | NABORS INDUSTRIES |
1 |
UNCH |
<$1 | | NBR | 1 | UNCH | $0 | | NEWS CORP |
9 |
UNCH |
<$1 | | NWSA | 9 | UNCH | $0 | | OBSIDIAN ENERGY |
42 |
UNCH |
<$1 | | OBE | 42 | UNCH | $0 | | OPIANT PHARMACEUTICALXXXESC PEND POSS FUTR DISTR |
100 |
+100 |
<$1 | | COM | 100 | +100 | $0 | | P D L BIOPHARMA INC |
500 |
UNCH |
<$1 | | COM | 500 | UNCH | $0 | | QUINCE THERAPEUTICS |
75 |
UNCH |
<$1 | | QNCX | 75 | UNCH | $0 | | SPDR DOW (RWX) |
12 |
UNCH |
<$1 | | RWX | 12 | UNCH | $0 | | SEELOS THERAPEUTICS INC |
33 |
UNCH |
<$1 | | SEEL | 33 | UNCH | $0 | | SILO PHARMA |
94 |
UNCH |
<$1 | | SILO | 94 | UNCH | $0 | | TITAN PHARMACEUTICALS |
1 |
-3 |
<$1 | | TTNP | 1 | -3 | $0 | | VALARIS LTD |
|
|
<$1 | | VAL.WT | 2 | UNCH | $0 | | ENERGOUS CORP |
5 |
-112 |
<$1 | | WATT | 5 | -112 | $0 | | WEATHERFORD INTL |
1 |
+0 |
$0 | | WFRD | 1 | UNCH | $0 | | CENCORA INC |
|
|
$0 (exited) | | ABC | 0 | -43 | $0 | | JPMORGAN BUILDERS |
|
|
$0 (exited) | | BBEU | 0 | -50 | $0 | | EMBECTA CORP |
|
|
$0 (exited) | | EMBC | 0 | -14 | $0 | | FIRST REPUBLIC BANK |
|
|
$0 (exited) | | COM | 0 | -300 | $0 | | FIDELITY NATIONAL |
|
|
$0 (exited) | | FIS | 0 | -126 | $0 | | FISKER INC |
|
|
$0 (exited) | | FSR | 0 | -100 | $0 | | HONEST CO |
|
|
$0 (exited) | | HNST | 0 | -2,500 | $0 | | ROBINHOOD MARKETS |
|
|
$0 (exited) | | HOOD | 0 | -300 | $0 | | KLA CORP |
|
|
$0 (exited) | | KLAC | 0 | -113 | $0 | | MORGAN STANLEY |
|
|
$0 (exited) | | MS | 0 | -70 | $0 | | NORTHERN TRUST |
|
|
$0 (exited) | | NTRS | 0 | -107 | $0 | | NOVARTIS AG |
|
|
$0 (exited) | | NVS | 0 | -26 | $0 | | INVITAE CORP |
|
|
$0 (exited) | | NVTA | 0 | -200 | $0 | | ORMAT TECHNOLOGIES |
|
|
$0 (exited) | | ORA | 0 | -103 | $0 | | SAGE THERAPEUTICS |
|
|
$0 (exited) | | SAGE | 0 | -300 | $0 | | SCHWAB VALUE ADVANTAGE MONEY INV |
|
|
$0 (exited) | | ETF | 0 | -101,978 | $0 | | S&P GLOBAL |
|
|
$0 (exited) | | SPGI | 0 | -51 | $0 | | SPHERE ENTERTAINMENT |
|
|
$0 (exited) | | SPHR | 0 | -276 | $0 | | SPLUNK INC |
|
|
$0 (exited) | | SPLK | 0 | -500 | $0 | | STERICYCLE INC |
|
|
$0 (exited) | | SRCL | 0 | -100 | $0 | | TRUIST FINANCIAL |
|
|
$0 (exited) | | TFC | 0 | -994 | $0 | | SPDR NUVEEN |
|
|
$0 (exited) | | TFI | 0 | -210 | $0 | | PRICE T |
|
|
$0 (exited) | | TROW | 0 | -130 | $0 | | TUSIMPLE HOLDINGS |
|
|
$0 (exited) | | TSP | 0 | -2,000 | $0 | | WESTERN DIGITAL |
|
|
$0 (exited) | | WDC | 0 | -300 | $0 |
See Summary: Westside Investment Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Westside Investment Management Inc.
|
|
