Able Wealth Management is an investment fund managing more than $110 billion ran by Alan Gilmore. There are currently 610 companies in Mr. Gilmore’s portfolio. The largest investments include iShares Short Treasury Bond ETF and iShares MSCI ACWI ETF, together worth $25.8 billion.
As of 13th February 2024, Able Wealth Management’s top holding is 176,323 shares of iShares Short Treasury Bond ETF currently worth over $19.4 billion and making up 17.6% of the portfolio value.
Relative to the number of outstanding shares of iShares Short Treasury Bond ETF, Able Wealth Management owns less than approximately 0.1% of the company.
In addition, the fund holds 62,831 shares of iShares MSCI ACWI ETF worth $6.39 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Ishares Core Sp 500 Etf worth $5.33 billion and the next is Ishares Edge Msci Min Vol Usa Etf worth $5.33 billion, with 68,273 shares owned.
Currently, Able Wealth Management's portfolio is worth at least $110 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Able Wealth Management office and employees reside in Lakewood, New Jersey. According to the last 13-F report filed with the SEC, Alan Gilmore serves as the Attorney at Able Wealth Management.
In the most recent 13F filing, Able Wealth Management revealed that it had opened a new position in iShares Short Treasury Bond ETF and bought 176,323 shares worth $19.4 billion.
The two most similar investment funds to Able Wealth Management are Alpha Square S and Guardian Investment Management. They manage $110 billion and $110 billion respectively.
Able Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 26.4% of
the total portfolio value.
The fund focuses on investments in the United States as
34.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
24% of the total holdings value.
On the other hand, small-cap stocks make up only 8.4% of the portfolio.
The average market cap of the portfolio companies is close to $67.4 billion.
These positions were updated on February 20th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
iShares Short Treasury Bond ETF |
Opened
176,323
|
$19,418,447,000 | 17.63% |
iShares MSCI ACWI ETF |
Opened
62,831
|
$6,394,294,000 | 5.81% |
Ishares Core Sp 500 Etf |
Opened
11,158
|
$5,329,403,000 | 4.84% |
Ishares Edge Msci Min Vol Usa Etf |
Opened
68,273
|
$5,327,345,000 | 4.84% |
Ishares Core Sp U.s. Value Etf |
Opened
55,725
|
$4,699,249,000 | 4.27% |
Fidelity Enhanced Large Cap Core Etf |
Opened
159,136
|
$4,229,827,000 | 3.84% |
Ishares Core Sp U.s. Growth Etf |
Opened
36,131
|
$3,761,229,000 | 3.42% |
Jpmorgan U.s. Quality Factor Etf |
Opened
62,958
|
$3,013,185,000 | 2.74% |
Invesco Sp 100 Equal Weight Etf |
Opened
33,360
|
$2,921,011,000 | 2.65% |
Ishares Russell 1000 Growth Etf |
Opened
8,069
|
$2,446,325,000 | 2.22% |
Ishares Core Sp Total U.s. Stock Market Etf |
Opened
21,865
|
$2,300,827,000 | 2.09% |
Apple Inc |
Opened
10,891
|
$2,096,788,000 | 1.90% |
Ishares Sp 500 Value Etf |
Opened
11,651
|
$2,026,024,000 | 1.84% |
Mastercard Incorporated |
Opened
4,680
|
$1,996,172,000 | 1.81% |
Pacer Us Cash Cows 100 Etf |
Opened
32,563
|
$1,692,951,000 | 1.54% |
Invesco Russell 1000 Dynamic Multifactor Etf |
Opened
28,757
|
$1,478,400,000 | 1.34% |
Jpmorgan Ultra-short Municipal Income Etf |
Opened
26,935
|
$1,366,657,000 | 1.24% |
Dimensional Etf Trust Internatnal Val |
Opened
35,870
|
$1,232,487,000 | 1.12% |
Jpmorgan U.s. Momentum Factor Etf |
Opened
25,545
|
$1,167,669,000 | 1.06% |
Spdr Sp 500 Etf Trust |
Opened
2,442
|
$1,160,494,000 | 1.05% |
Ishares Global Tech Etf |
Opened
16,909
|
$1,152,838,000 | 1.05% |
Jpmorgan Ultra-short Income Etf |
Opened
21,731
|
$1,091,546,000 | 0.99% |
Ishares Sp 500 Growth Etf |
Opened
14,359
|
$1,078,395,000 | 0.98% |
Avantis U.s. Small Cap Value Etf |
Opened
11,483
|
$1,031,195,000 | 0.94% |
Pfizer Inc. |
Opened
32,271
|
$929,095,000 | 0.84% |
Microsoft Corporation |
Opened
2,291
|
$861,597,000 | 0.78% |
Vanguard Sp 500 Etf |
Opened
1,896
|
$828,322,000 | 0.75% |
iShares Select Dividend ETF |
Opened
6,789
|
$795,810,000 | 0.72% |
Ishares Interest Rate Hedged Corporate Bond Etf |
Opened
8,448
|
$786,328,000 | 0.71% |
Ishares Msci Eafe Growth Etf |
Opened
7,450
|
$721,506,000 | 0.66% |
Health Care Select Sector Spdr Fund |
Opened
4,963
|
$676,900,000 | 0.61% |
Ishares National Muni Bond Etf |
Opened
5,814
|
$630,286,000 | 0.57% |
Ishares Treasury Floating Rate Bond Etf |
Opened
12,441
|
$627,912,000 | 0.57% |
Spdr Euro Stoxx 50 Etf |
Opened
13,024
|
$622,695,000 | 0.57% |
Wisdomtree Emerging Markets High Dividend Fund |
Opened
14,001
|
$569,549,000 | 0.52% |
Zoetis Inc |
Opened
2,798
|
$552,160,000 | 0.50% |
Fidelity Msci Energy Index Etf |
Opened
23,849
|
$549,482,000 | 0.50% |
Avantis International Small Cap Value Etf |
Opened
8,614
|
$538,303,000 | 0.49% |
Ishares 0-5 Year Tips Bond Etf |
Opened
5,285
|
$521,000,000 | 0.47% |
Spdr Bloomberg Barclays 1-3 Month T-bill Etf |
Opened
5,457
|
$498,728,000 | 0.45% |
Ishares Short-term Corporate Bond Etf |
Opened
9,648
|
$494,681,000 | 0.45% |
Public Service Enterprise Group Inc. |
Opened
7,781
|
$475,783,000 | 0.43% |
Wisdomtree Japan Hedged Equity Fund |
Opened
5,318
|
$467,893,000 | 0.42% |
Ishares U.s. Infrastructure Etf |
Opened
11,037
|
$444,457,000 | 0.40% |
Spdr Portfolio Sp 1500 Composite Stock Market Etf |
Opened
6,926
|
$404,837,000 | 0.37% |
Janus Detroit Str Tr Hendrson Aaa Cl |
Opened
7,816
|
$393,169,000 | 0.36% |
Ishares Short-term National Muni Bond Etf |
Opened
3,652
|
$385,002,000 | 0.35% |
Vanguard Ftse Developed Markets Index Fund Etf Shares |
Opened
7,939
|
$380,269,000 | 0.35% |
iShares 1-3 Year Treasury Bond ETF |
Opened
4,601
|
$377,467,000 | 0.34% |
Alphabet Inc |
Opened
5,028
|
$705,304,000 | 0.64% |
Netflix Inc. |
Opened
755
|
$367,594,000 | 0.33% |
Consolidated Edison, Inc. |
Opened
3,624
|
$329,640,000 | 0.30% |
Ishares Edge Msci Usa Value Factor Etf |
Opened
3,205
|
$324,237,000 | 0.29% |
Ishares Core High Dividend Etf |
Opened
2,868
|
$292,515,000 | 0.27% |
Schwab U.s. Broad Market Etf |
Opened
5,216
|
$290,355,000 | 0.26% |
Janus Henderson Mortgage-backed Securities Etf |
Opened
6,246
|
$286,920,000 | 0.26% |
Vanguard Total International Bond Index Fund ETF Shares |
Opened
5,667
|
$279,728,000 | 0.25% |
Home Depot, Inc. |
Opened
802
|
$278,094,000 | 0.25% |
Vanguard Total Stock Market Index Fund Etf Shares |
Opened
1,167
|
$276,756,000 | 0.25% |
iShares 7-10 Year Treasury Bond ETF |
Opened
2,791
|
$269,009,000 | 0.24% |
iShares Core MSCI Total International Stock ETF |
Opened
4,130
|
$268,131,000 | 0.24% |
Jp Morgan Chase Co. |
Opened
1,573
|
$267,623,000 | 0.24% |
iShares Core Total USD Bond Market ETF |
Opened
5,757
|
$265,211,000 | 0.24% |
Ishares Sp 100 Etf |
Opened
1,186
|
$264,941,000 | 0.24% |
Invesco QQQ Trust |
Opened
640
|
$262,002,000 | 0.24% |
Spdr Portfolio Sp 500 Growth Etf |
Opened
3,890
|
$253,052,000 | 0.23% |
Amazon.com Inc. |
Opened
1,653
|
$251,157,000 | 0.23% |
Spdr Bloomberg Barclays Investment Grade Floating Rate Etf |
Opened
7,654
|
$234,130,000 | 0.21% |
Hershey Company |
Opened
1,200
|
$223,728,000 | 0.20% |
Fidelity Msci Information Technology Index Etf |
Opened
1,494
|
$214,590,000 | 0.19% |
Ishares Core Msci Eafe Etf |
Opened
3,040
|
$213,881,000 | 0.19% |
Merck Co |
Opened
1,945
|
$212,014,000 | 0.19% |
Ishares Edge Msci Usa Quality Factor Etf |
Opened
1,413
|
$207,961,000 | 0.19% |
Dfa Dimensional Core Fixed Income Etf |
Opened
4,661
|
$197,626,000 | 0.18% |
Grayscale Bitcoin Trust |
Opened
5,613
|
$194,322,000 | 0.18% |
Vanguard Dividend Appreciation Index Fund Etf Shares |
Opened
1,078
|
$183,691,000 | 0.17% |
Ishares J.p. Morgan Usd Emerging Markets Bond Etf |
Opened
2,041
|
$181,815,000 | 0.17% |
The Boeing Company |
Opened
686
|
$178,795,000 | 0.16% |
Ishares Msci Eafe Value Etf |
Opened
3,239
|
$168,729,000 | 0.15% |
Align Technology, Inc. |
Opened
600
|
$164,400,000 | 0.15% |
Advanced Micro Devices Inc. |
Opened
1,107
|
$163,183,000 | 0.15% |
The Procter Gamble Company |
Opened
1,053
|
$154,260,000 | 0.14% |
Iq Hedge Multi-strategy Tracker Etf |
Opened
5,000
|
$150,500,000 | 0.14% |
iShares ESG MSCI USA ETF |
Opened
1,364
|
$143,151,000 | 0.13% |
Schwab International Equity Etf |
Opened
3,849
|
$142,249,000 | 0.13% |
Spdr Portfolio Sp 500 Etf |
Opened
2,453
|
$137,103,000 | 0.12% |
Visa Inc |
Opened
509
|
$132,526,000 | 0.12% |
Ishares Core Msci Emerging Markets Etf |
Opened
2,603
|
$131,659,000 | 0.12% |
iShares Preferred and Income Securities ETF |
Opened
4,208
|
$131,234,000 | 0.12% |
Ishares 10-20 Year Treasury Bond Etf |
Opened
1,205
|
$130,452,000 | 0.12% |
Vanguard Ftse Emerging Markets Index Fund |
Opened
3,022
|
$124,223,000 | 0.11% |
Invesco Sp 500 Pure Value Etf |
Opened
1,474
|
$120,975,000 | 0.11% |
Accenture plc |
Opened
322
|
$112,993,000 | 0.10% |
First Trust Dorsey Wright Focus 5 ETF |
Opened
2,143
|
$110,448,000 | 0.10% |
Vanguard Value Index Fund Etf Shares |
Opened
734
|
$109,794,000 | 0.10% |
Kimberly-Clark Corp. |
Opened
900
|
$109,359,000 | 0.10% |
Blackstone Group |
Opened
826
|
$108,110,000 | 0.10% |
Spdr Sp Software Services Etf |
Opened
716
|
$107,571,000 | 0.10% |
Vanguard Information Technology Index Fund Etf Shares |
Opened
208
|
$100,730,000 | 0.09% |
Meta Platforms Inc |
Opened
272
|
$96,277,000 | 0.09% |
United Health Group Inc |
Opened
179
|
$94,428,000 | 0.09% |
Bristol-Myers Squibb Co. |
Opened
1,757
|
$90,126,000 | 0.08% |
Public Storage. |
Opened
293
|
$89,324,000 | 0.08% |
Qualcomm, Inc. |
Opened
590
|
$85,349,000 | 0.08% |
Nuveen Short-term Reit Etf |
Opened
2,610
|
$80,604,000 | 0.07% |
Ishares U.s. Treasury Bond Etf |
Opened
3,490
|
$80,400,000 | 0.07% |
Tesla Inc |
Opened
321
|
$79,762,000 | 0.07% |
Capital One Financial Corporation |
Opened
600
|
$78,672,000 | 0.07% |
Eli Lilly And Company |
Opened
129
|
$75,485,000 | 0.07% |
First Trust Us Equity Opportunities Etf |
Opened
784
|
$75,136,000 | 0.07% |
Avantis Emerging Markets Equity Etf |
Opened
1,323
|
$74,600,000 | 0.07% |
Schwab Fundamental International Small Company Index Etf |
Opened
2,043
|
$71,224,000 | 0.06% |
Vanguard Intermediate-Term Treasury Index Fund ETF Shares |
Opened
1,176
|
$69,760,000 | 0.06% |
Salesforce.com, Inc |
Opened
265
|
$69,732,000 | 0.06% |
Intel Corp. |
Opened
1,373
|
$69,018,000 | 0.06% |
International Business Machines Corp. |
Opened
419
|
$68,523,000 | 0.06% |
Johnson Johnson |
Opened
430
|
$67,327,000 | 0.06% |
Constellation Energy Corp Com |
Opened
566
|
$66,160,000 | 0.06% |
STAG Industrial Inc |
Opened
1,604
|
$62,988,000 | 0.06% |
Berkshire Hathaway Inc. |
Opened
173
|
$61,702,000 | 0.06% |
Ishares Tips Bond Etf |
Opened
570
|
$61,273,000 | 0.06% |
Exelon Corp. |
Opened
1,699
|
$60,994,000 | 0.06% |
Etfmg Prime Cyber Security Etf |
Opened
1,006
|
$60,789,000 | 0.06% |
Vanguard Mega Cap Growth Index Fund Etf Shares |
Opened
230
|
$59,632,000 | 0.05% |
First Trust International Equity Opportunities ETF |
Opened
1,395
|
$58,937,000 | 0.05% |
Att Inc |
Opened
3,460
|
$58,063,000 | 0.05% |
Fedex Corp |
Opened
223
|
$56,434,000 | 0.05% |
Vanguard Small-cap Value Index Fund Etf Shares |
Opened
307
|
$55,228,000 | 0.05% |
Ishares Core Dividend Growth Etf |
Opened
1,019
|
$54,845,000 | 0.05% |
Dfa Dimensional Emerging Core Equity Market Etf |
Opened
2,257
|
$54,405,000 | 0.05% |
Ishares 20 Year Treasury Bond Etf |
Opened
548
|
$54,203,000 | 0.05% |
The Walt Disney Company |
Opened
595
|
$53,729,000 | 0.05% |
Cambria Global Asset Allocation Etf |
Opened
1,856
|
$51,741,000 | 0.05% |
Vanguard Extended Duration Treasury Index Fund Etf Shares |
Opened
634
|
$51,410,000 | 0.05% |
Schwab U.s. Large-cap Growth Etf |
Opened
604
|
$50,127,000 | 0.05% |
Ishares Short Maturity Bond Etf |
Opened
977
|
$49,355,000 | 0.04% |
NextEra Energy Inc |
Opened
807
|
$49,001,000 | 0.04% |
Vanguard Mid-cap Value Index Fund Etf Shares |
Opened
338
|
$48,947,000 | 0.04% |
Loews Corp. |
Opened
684
|
$47,600,000 | 0.04% |
Verizon Communications Inc |
Opened
1,244
|
$46,896,000 | 0.04% |
Bank of America Corporation |
Opened
1,365
|
$45,974,000 | 0.04% |
First Trust NASDAQ Clean Edge Green Energy Index Fund |
Opened
1,083
|
$45,668,000 | 0.04% |
Lockheed Martin Corp. |
Opened
100
|
$45,324,000 | 0.04% |
Exact Sciences Corp. |
Opened
605
|
$44,758,000 | 0.04% |
Avantis U.s. Equity Etf |
Opened
539
|
$43,962,000 | 0.04% |
Vanguard Real Estate Index Fund Etf Shares |
Opened
496
|
$43,819,000 | 0.04% |
Mondelez International Inc. |
Opened
597
|
$43,241,000 | 0.04% |
Entergy Corp. |
Opened
423
|
$42,754,000 | 0.04% |
iShares MBS ETF |
Opened
453
|
$42,643,000 | 0.04% |
Comcast Corporation |
Opened
970
|
$42,528,000 | 0.04% |
Vanguard Industrials Index Fund Etf Shares |
Opened
191
|
$42,151,000 | 0.04% |
Spdr Nyse Technology Etf |
Opened
252
|
$41,375,000 | 0.04% |
Spdr Ssga Us Large Cap Low Volatility Index Etf |
Opened
270
|
$39,219,000 | 0.04% |
Ishares Iboxx $ High Yield Corporate Bond Etf |
Opened
502
|
$38,821,000 | 0.04% |
Occidental Petroleum Corp. |
Opened
629
|
$37,532,000 | 0.03% |
Nuveen Real Estate Income Fund. |
Opened
4,474
|
$34,985,000 | 0.03% |
Schwab Fundamental International Large Company Index Etf |
Opened
1,014
|
$34,210,000 | 0.03% |
Enovix Corporation Com |
Opened
2,700
|
$33,804,000 | 0.03% |
Dimensional Etf Trust Dimensional Us Real Estate Etf |
Opened
1,484
|
$33,752,000 | 0.03% |
Ishares Core Moderate Allocation Etf |
Opened
796
|
$33,034,000 | 0.03% |
Abbvie Inc |
Opened
213
|
$33,030,000 | 0.03% |
Realty Income Corp. |
Opened
564
|
$32,377,000 | 0.03% |
China Fund Inc |
Opened
3,185
|
$32,360,000 | 0.03% |
NVIDIA Corp |
Opened
65
|
$32,189,000 | 0.03% |
Schwab U.s. Large-cap Etf |
Opened
570
|
$32,157,000 | 0.03% |
Bank Of New York Mellon Corp |
Opened
615
|
$32,023,000 | 0.03% |
Ford Motor Co. |
Opened
2,625
|
$32,001,000 | 0.03% |
iShares ESG MSCI EAFE ETF |
Opened
403
|
$30,412,000 | 0.03% |
Dimensional Etf Tr Us Marketwide Value Etf |
Opened
811
|
$30,178,000 | 0.03% |
Walmart Inc |
Opened
190
|
$29,900,000 | 0.03% |
Altria Group Inc. |
Opened
737
|
$29,726,000 | 0.03% |
Viatris Inc. |
Opened
2,738
|
$29,656,000 | 0.03% |
Dimensional Us Core Equity 2 Etf |
Opened
998
|
$29,162,000 | 0.03% |
Spdr Portfolio Intermediate Term Corporate Bond Etf |
Opened
885
|
$29,064,000 | 0.03% |
Dimensional Etf Tr Intl Core Equity |
Opened
1,119
|
$28,572,000 | 0.03% |
Ishares Edge Msci Usa Momentum Factor Etf |
Opened
177
|
$27,772,000 | 0.03% |
Intuitive Surgical Inc |
Opened
82
|
$27,664,000 | 0.03% |
Schwab Fundamental U.s. Large Company Index Etf |
Opened
446
|
$27,596,000 | 0.03% |
Astrazeneca plc |
Opened
400
|
$26,952,000 | 0.02% |
Grayscale Ethereum Trust (ETH) |
Opened
1,380
|
$26,827,000 | 0.02% |
Energy Select Sector Spdr Fund |
Opened
314
|
$26,340,000 | 0.02% |
Ishares Russell Mid-cap Value Etf |
Opened
222
|
$25,838,000 | 0.02% |
Pacer Global Cash Cows Dividn Etf |
Opened
735
|
$25,180,000 | 0.02% |
Financial Select Sector Spdr Fund |
Opened
668
|
$25,105,000 | 0.02% |
Edison International |
Opened
348
|
$24,868,000 | 0.02% |
Ishares Expanded Tech-software Sector Etf |
Opened
60
|
$24,342,000 | 0.02% |
Macys Inc Com |
Opened
1,159
|
$23,319,000 | 0.02% |
Ark Innovation Etf |
Opened
442
|
$23,126,000 | 0.02% |
Dexcom Inc |
Opened
186
|
$23,081,000 | 0.02% |
Vanguard Financials Index Fund Etf Shares |
Opened
247
|
$22,798,000 | 0.02% |
Technology Select Sector Spdr Fund |
Opened
118
|
$22,634,000 | 0.02% |
Ishares Agency Bond Etf |
Opened
208
|
$22,583,000 | 0.02% |
Medtronic Plc |
Opened
272
|
$22,407,000 | 0.02% |
Adobe Inc |
Opened
37
|
$22,074,000 | 0.02% |
Nuveen Quality Municipal Income Fund |
Opened
1,925
|
$22,046,000 | 0.02% |
NIO Inc |
Opened
2,397
|
$21,740,000 | 0.02% |
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF |
Opened
1,572
|
$20,901,000 | 0.02% |
iShares ESG MSCI EM ETF |
Opened
648
|
$20,765,000 | 0.02% |
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf |
Opened
844
|
$20,668,000 | 0.02% |
Industrial Select Sector Spdr Fund |
Opened
181
|
$20,666,000 | 0.02% |
DENTSPLY Sirona Inc |
Opened
572
|
$20,369,000 | 0.02% |
Spdr Ssga U.s. Sector Rotation Etf |
Opened
429
|
$19,637,000 | 0.02% |
Ishares Russell Top 200 Growth Etf |
Opened
112
|
$19,604,000 | 0.02% |
Apartment Income Reit Corp Com |
Opened
563
|
$19,543,000 | 0.02% |
Spdr Sp 600 Small Cap Value Etf |
Opened
234
|
$19,510,000 | 0.02% |
PNC Financial Services Group Inc |
Opened
125
|
$19,356,000 | 0.02% |
Costco Wholesale Corp |
Opened
29
|
$19,349,000 | 0.02% |
Schwab Short-term U.s. Treasury Etf |
Opened
399
|
$19,315,000 | 0.02% |
Abbott Laboratories |
Opened
174
|
$19,107,000 | 0.02% |
Eaton Vance New York Municipal Bond Fund |
Opened
1,976
|
$19,073,000 | 0.02% |
Cleveland-Cliffs Inc |
Opened
925
|
$18,889,000 | 0.02% |
Tidal Etf Trust Leatherback Long Short Alternative Yield Etf |
Opened
728
|
$18,886,000 | 0.02% |
Spdr Portfolio Emerging Markets Etf |
Opened
519
|
$18,391,000 | 0.02% |
Ishares Russell 2000 Value Etf |
Opened
117
|
$18,107,000 | 0.02% |
Square, Inc |
Opened
234
|
$18,100,000 | 0.02% |
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares |
Opened
376
|
$17,835,000 | 0.02% |
Sp Global Inc |
Opened
40
|
$17,621,000 | 0.02% |
Firstenergy Corp. |
Opened
469
|
$17,194,000 | 0.02% |
Schwab U.s. Small-cap Etf |
Opened
364
|
$17,185,000 | 0.02% |
Intuit Inc |
Opened
27
|
$17,161,000 | 0.02% |
Ishares Interest Rate Hedged High Yield Bond Etf |
Opened
201
|
$16,888,000 | 0.02% |
Stryker Corp. |
Opened
56
|
$16,770,000 | 0.02% |
Avantis International Equity Etf |
Opened
275
|
$16,605,000 | 0.02% |
Riverpark/wedgewood Fund Retail Class |
Opened
4,000
|
$16,601,000 | 0.02% |
Uber Technologies Inc |
Opened
260
|
$16,008,000 | 0.01% |
The Sherwin-williams Company |
Opened
50
|
$15,501,000 | 0.01% |
Spdr Portfolio Long Term Corporate Bond Etf |
Opened
649
|
$15,448,000 | 0.01% |
Schwab Emerging Markets Equity Etf |
Opened
622
|
$15,424,000 | 0.01% |
Spdr Portfolio Sp 500 Value Etf |
Opened
329
|
$15,352,000 | 0.01% |
Seagate Technology Plc |
Opened
178
|
$15,181,000 | 0.01% |
Danaher Corp. |
Opened
66
|
$15,166,000 | 0.01% |
Ishares Sp Small-cap 600 Value Etf |
Opened
145
|
$14,906,000 | 0.01% |
General Electric Company |
Opened
117
|
$14,877,000 | 0.01% |
OFS Credit Company Inc |
Opened
2,180
|
$14,083,000 | 0.01% |
Dimensional Intern Small Cap Etf |
Opened
574
|
$13,878,000 | 0.01% |
Materials Select Sector Spdr Fund |
Opened
162
|
$13,866,000 | 0.01% |
Alcoa Corp |
Opened
401
|
$13,643,000 | 0.01% |
Vanguard Tax-exempt Bond Index Fund Etf Shares |
Opened
265
|
$13,550,000 | 0.01% |
Amphenol Corp. |
Opened
136
|
$13,527,000 | 0.01% |
Vanguard Consumer Staples Index Fund Etf Shares |
Opened
71
|
$13,489,000 | 0.01% |
KT Corporation |
Opened
1,000
|
$13,440,000 | 0.01% |
Thermo Fisher Scientific Inc. |
Opened
25
|
$13,327,000 | 0.01% |
Aehr Test Systems |
Opened
500
|
$13,265,000 | 0.01% |
Motorola Solutions Inc |
Opened
42
|
$13,150,000 | 0.01% |
Fidelity Msci Communication Services Index Etf |
Opened
294
|
$13,102,000 | 0.01% |
The Progressive Corporation |
Opened
82
|
$13,061,000 | 0.01% |
Global X U.s. Infrastructure Development Etf |
Opened
376
|
$12,954,000 | 0.01% |
ASML Holding NV |
Opened
17
|
$12,935,000 | 0.01% |
Guardant Health Inc |
Opened
478
|
$12,930,000 | 0.01% |
Becton, Dickinson and Company |
Opened
52
|
$12,710,000 | 0.01% |
Dimensional Etf Trust Dimensional Us High Profitability Etf |
Opened
440
|
$12,581,000 | 0.01% |
Immunogen, Inc. |
Opened
424
|
$12,572,000 | 0.01% |
Ishares 0-5 Year High Yield Corporate Bond Etf |
Opened
293
|
$12,385,000 | 0.01% |
Marathon Oil Corporation |
Opened
508
|
$12,277,000 | 0.01% |
BlackRock Enhanced Capital and Income Fund Inc |
Opened
644
|
$12,238,000 | 0.01% |
Ishares Msci Kld 400 Social Etf |
Opened
133
|
$12,100,000 | 0.01% |
Corteva Inc |
Opened
252
|
$12,064,000 | 0.01% |
Hartford Multifactor Developed Markets (ex-us) Etf |
Opened
433
|
$11,881,000 | 0.01% |
Zimmer Biomet Holdings Inc |
Opened
97
|
$11,785,000 | 0.01% |
Cintas Corporation |
Opened
19
|
$11,743,000 | 0.01% |
Ishares Floating Rate Bond Etf |
Opened
230
|
$11,639,000 | 0.01% |
Boston Scientific Corp. |
Opened
201
|
$11,620,000 | 0.01% |
Emqq The Emerging Markets Internet Ecommerce Etf |
Opened
373
|
$11,499,000 | 0.01% |
Cleanspark Inc |
Opened
1,010
|
$11,140,000 | 0.01% |
Pinterest Inc |
Opened
300
|
$11,112,000 | 0.01% |
KBR Inc |
Opened
200
|
$11,082,000 | 0.01% |
AllianceBernstein National Municipal Income Fund Inc |
Opened
1,000
|
$10,840,000 | 0.01% |
First Trust TCW Opportunistic Fixed Income ETF |
Opened
243
|
$10,820,000 | 0.01% |
Consumer Discretionary Select Sector Spdr Fund |
Opened
60
|
$10,755,000 | 0.01% |
Spdr Gold Shares |
Opened
56
|
$10,706,000 | 0.01% |
TE Connectivity Ltd |
Opened
76
|
$10,678,000 | 0.01% |
Iberdrola, S.a |
Opened
202
|
$10,605,000 | 0.01% |
Autodesk Inc. |
Opened
43
|
$10,470,000 | 0.01% |
Southwest Gas Holdings Inc |
Opened
165
|
$10,453,000 | 0.01% |
Carnival Corp. |
Opened
560
|
$10,382,000 | 0.01% |
Taiwan Semiconductor Manufacturing Company Limited |
Opened
99
|
$10,280,000 | 0.01% |
Ishares Tr Esg Adv Ttl Usd |
Opened
236
|
$10,224,000 | 0.01% |
Stonecastle Financial Corp |
Opened
552
|
$10,024,000 | 0.01% |
Schwab 1-5 Year Corporate Bond Etf |
Opened
205
|
$9,913,000 | 0.01% |
Fidelity Msci Financials Index Etf |
Opened
181
|
$9,701,000 | 0.01% |
Invesco Sp Smallcap Value With Momentum Etf |
Opened
177
|
$9,607,000 | 0.01% |
Novo Nordisk A/s |
Opened
92
|
$9,517,000 | 0.01% |
Ishares Currency Hedged Msci Eafe Etf |
Opened
298
|
$9,398,000 | 0.01% |
Pimco Municipal Income Fund |
Opened
1,000
|
$9,330,000 | 0.01% |
iShares Fallen Angels USD Bond ETF |
Opened
352
|
$9,303,000 | 0.01% |
Tenable Holdings Inc |
Opened
200
|
$9,212,000 | 0.01% |
Ishares U.s. Energy Etf |
Opened
208
|
$9,198,000 | 0.01% |
Warner Bros Discovery Inc Com Ser A |
Opened
800
|
$9,104,000 | 0.01% |
Schwab U.s. Tips Etf |
Opened
174
|
$9,075,000 | 0.01% |
Arista Networks Inc |
Opened
38
|
$8,949,000 | 0.01% |
DNP Select Income Fund Inc. |
Opened
1,055
|
$8,946,000 | 0.01% |
Dimensional Emerg Mark Cre Eqy 2 Etf |
Opened
358
|
$8,939,000 | 0.01% |
Lam Research Corp. |
Opened
11
|
$8,761,000 | 0.01% |
Coinbase Global Inc |
Opened
50
|
$8,696,000 | 0.01% |
Ishares U.s. Medical Devices Etf |
Opened
161
|
$8,679,000 | 0.01% |
Oracle Corp. |
Opened
82
|
$8,629,000 | 0.01% |
Spdr Dow Jones Industrial Average Etf Trust |
Opened
23
|
$8,488,000 | 0.01% |
Nintendo Co |
Opened
650
|
$8,444,000 | 0.01% |
Honeywell International Inc |
Opened
40
|
$8,388,000 | 0.01% |
Broadcom Inc. |
Opened
7
|
$8,037,000 | 0.01% |
Penn National Gaming, Inc |
Opened
300
|
$7,806,000 | 0.01% |
Alibaba Group Holding Limited |
Opened
100
|
$7,751,000 | 0.01% |
Ark Next Generation Internet Etf |
Opened
102
|
$7,743,000 | 0.01% |
Lamb Weston Holdings Inc |
Opened
71
|
$7,674,000 | 0.01% |
Domino's Pizza, Inc |
Opened
18
|
$7,420,000 | 0.01% |
Vanguard Sp 500 Growth Index Fund Etf Shares |
Opened
27
|
$7,252,000 | 0.01% |
Roper Technologies Inc |
Opened
13
|
$7,217,000 | 0.01% |
Synopsys, Inc. |
Opened
14
|
$7,209,000 | 0.01% |
Trane Technologies plc |
Opened
29
|
$7,073,000 | 0.01% |
Burlington Stores Inc |
Opened
36
|
$7,001,000 | 0.01% |
Roblox Corporation |
Opened
148
|
$6,767,000 | 0.01% |
SoFi Technologies, Inc. |
Opened
675
|
$6,716,000 | 0.01% |
Elevance Health Inc |
Opened
14
|
$6,712,000 | 0.01% |
Ishares Esg Msci Usa Small-cap Etf |
Opened
176
|
$6,708,000 | 0.01% |
Nxp Semiconductors N.v |
Opened
29
|
$6,661,000 | 0.01% |
Ishares Emerging Markets Dividend Etf |
Opened
247
|
$6,543,000 | 0.01% |
First Trust Consumer Discretionary Alphadex Fund |
Opened
110
|
$6,504,000 | 0.01% |
Vanguard Long-Term Treasury Index Fund ETF Shares |
Opened
105
|
$6,445,000 | 0.01% |
Kraneshares Electric Vehicles And Future Mobility Index Etf |
Opened
246
|
$6,324,000 | 0.01% |
Edwards Lifesciences Corp |
Opened
82
|
$6,253,000 | 0.01% |
Pimco Corporate Income Strategy Fund |
Opened
500
|
$6,205,000 | 0.01% |
Riot Blockchain Inc Com |
Opened
400
|
$6,188,000 | 0.01% |
Ishares Core Msci Europe Etf |
Opened
111
|
$6,126,000 | 0.01% |
The Allstate Corporation |
Opened
44
|
$6,113,000 | 0.01% |
Automatic Data Processing Inc. |
Opened
26
|
$6,057,000 | 0.01% |
Radian Group, Inc. |
Opened
204
|
$5,832,000 | 0.01% |
Datadog Inc |
Opened
48
|
$5,826,000 | 0.01% |
Dimensional Etf Tr International High Profitability Etf |
Opened
226
|
$5,810,000 | 0.01% |
Workday, Inc |
Opened
21
|
$5,797,000 | 0.01% |
Phillips 66 |
Opened
43
|
$5,713,000 | 0.01% |
Vertex Pharmaceuticals, Inc. |
Opened
14
|
$5,696,000 | 0.01% |
iShares Nasdaq Biotechnology ETF |
Opened
42
|
$5,665,000 | 0.01% |
Royal Caribbean Cruises Ltd |
Opened
43
|
$5,568,000 | 0.01% |
MarketAxess Holdings Inc. |
Opened
19
|
$5,564,000 | 0.01% |
Novartis AG |
Opened
54
|
$5,452,000 | 0.00% |
Spdr Portfolio Intermediate Term Treasury Etf |
Opened
188
|
$5,379,000 | 0.00% |
Cisco Systems, Inc. |
Opened
105
|
$5,301,000 | 0.00% |
L3 Harris Technologies Inc |
Opened
25
|
$5,266,000 | 0.00% |
Shopify Inc |
Opened
67
|
$5,219,000 | 0.00% |
Norwegian Cruise Line Holdings Ltd |
Opened
260
|
$5,210,000 | 0.00% |
Schlumberger Limited |
Opened
99
|
$5,152,000 | 0.00% |
Ishares Core Aggressive Allocation Etf |
Opened
74
|
$5,138,000 | 0.00% |
The Gabelli Equity Trust Inc. |
Opened
1,000
|
$5,080,000 | 0.00% |
Vanguard Small-cap Index Fund Etf Shares |
Opened
24
|
$5,020,000 | 0.00% |
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund |
Opened
172
|
$4,974,000 | 0.00% |
3D Systems Corp. |
Opened
770
|
$4,890,000 | 0.00% |
Illumina Inc |
Opened
35
|
$4,873,000 | 0.00% |
Banc of California Inc |
Opened
361
|
$4,848,000 | 0.00% |
NOV Inc |
Opened
235
|
$4,756,000 | 0.00% |
Zillow Group Inc |
Opened
82
|
$4,745,000 | 0.00% |
Ishares Short Maturity Municipal Bond Etf |
Opened
92
|
$4,602,000 | 0.00% |
Digital World Acquisition Corp Class A Com |
Opened
261
|
$4,568,000 | 0.00% |
Marathon Petroleum Corp |
Opened
30
|
$4,515,000 | 0.00% |
MongoDB Inc |
Opened
11
|
$4,497,000 | 0.00% |
Ishares Gold Trust |
Opened
115
|
$4,488,000 | 0.00% |
Schwab U.s. Reit Etf |
Opened
216
|
$4,478,000 | 0.00% |
Ishares Ultra Short-term Bond Etf |
Opened
88
|
$4,432,000 | 0.00% |
American Axle Manufacturing Holdings, Inc |
Opened
500
|
$4,405,000 | 0.00% |
The Estee Lauder Companies Inc |
Opened
30
|
$4,379,000 | 0.00% |
Ishares Iboxx $ Investment Grade Corporate Bond Etf |
Opened
39
|
$4,360,000 | 0.00% |
PayPal Holdings Inc |
Opened
70
|
$4,299,000 | 0.00% |
Valero Energy Corp. |
Opened
33
|
$4,251,000 | 0.00% |
Pgim Ultra Short Bond Etf |
Opened
85
|
$4,198,000 | 0.00% |
AMGEN Inc. |
Opened
14
|
$4,163,000 | 0.00% |
Vanguard Mega Cap Value Index Fund Etf Shares |
Opened
38
|
$4,162,000 | 0.00% |
American Airlines Group Inc |
Opened
302
|
$4,156,000 | 0.00% |
Johnson Controls International plc |
Opened
72
|
$4,150,000 | 0.00% |
Dimensional Etf Trust Us Targeted Vlu |
Opened
79
|
$4,131,000 | 0.00% |
Duke Energy Corp. |
Opened
42
|
$4,123,000 | 0.00% |
Fidelity Msci Health Care Index Etf |
Opened
63
|
$4,087,000 | 0.00% |
HubSpot Inc |
Opened
7
|
$4,064,000 | 0.00% |
Fidelity Msci Real Estate Index Etf |
Opened
152
|
$4,053,000 | 0.00% |
Dimensional Us Small Cap Etf |
Opened
68
|
$4,030,000 | 0.00% |
Spotify Technology S.A. |
Opened
21
|
$3,946,000 | 0.00% |
Ameriprise Financial Inc |
Opened
10
|
$3,920,000 | 0.00% |
Chevron Corp. |
Opened
26
|
$3,897,000 | 0.00% |
Vanguard Total World Stock Index Fund Etf Shares |
Opened
38
|
$3,892,000 | 0.00% |
Apartment Invt Mgmt Co Cl A |
Opened
495
|
$3,879,000 | 0.00% |
Fortive Corp |
Opened
52
|
$3,801,000 | 0.00% |
Monolithic Power Systems, Inc |
Opened
6
|
$3,785,000 | 0.00% |
Genpact Limited |
Opened
108
|
$3,760,000 | 0.00% |
United Airlines Holdings Inc |
Opened
91
|
$3,755,000 | 0.00% |
Dimensional Etf Trust World Ex Us Core |
Opened
153
|
$3,728,000 | 0.00% |
Teva Pharmaceutical Industries Limited |
Opened
344
|
$3,591,000 | 0.00% |
Booking Holdings Inc |
Opened
1
|
$3,547,000 | 0.00% |
Nuveen AMT-Free Municipal Credit Income Fund |
Opened
300
|
$3,546,000 | 0.00% |
ServiceNow Inc |
Opened
5
|
$3,532,000 | 0.00% |
Glaxosmithkline Plc |
Opened
94
|
$3,475,000 | 0.00% |
Elastic N.V |
Opened
30
|
$3,381,000 | 0.00% |
Crowdstrike Holdings Inc |
Opened
13
|
$3,319,000 | 0.00% |
Ishares Core Growth Allocation Etf |
Opened
62
|
$3,313,000 | 0.00% |
KFA Mount Lucas Index Strategy ETF |
Opened
111
|
$3,205,000 | 0.00% |
Humana Inc. |
Opened
7
|
$3,205,000 | 0.00% |
Fuelcell Energy Inc |
Opened
2,000
|
$3,200,000 | 0.00% |
Pimco Enhanced Short Maturity Active Exchange-traded Fund |
Opened
32
|
$3,193,000 | 0.00% |
Snowflake Inc. |
Opened
16
|
$3,184,000 | 0.00% |
Jetblue Airways Corp |
Opened
570
|
$3,164,000 | 0.00% |
BlackRock Municipal Income Trust |
Opened
314
|
$3,161,000 | 0.00% |
Ishares Global Financials Etf |
Opened
40
|
$3,158,000 | 0.00% |
Invesco Ultra Short Duration Etf |
Opened
63
|
$3,155,000 | 0.00% |
MercadoLibre Inc |
Opened
2
|
$3,143,000 | 0.00% |
Fleetcor Technologies Inc |
Opened
11
|
$3,109,000 | 0.00% |
Argenx Se |
Opened
8
|
$3,043,000 | 0.00% |
Madrigal Pharmaceuticals Inc |
Opened
13
|
$3,008,000 | 0.00% |
Gladstone Land Corp |
Opened
207
|
$2,994,000 | 0.00% |
Ishares U.s. Technology Etf |
Opened
24
|
$2,958,000 | 0.00% |
Ge Healthcare Technologies Inc Common Stock When Issued |
Opened
38
|
$2,940,000 | 0.00% |
Philip Morris International Inc |
Opened
31
|
$2,916,000 | 0.00% |
Vaxcyte, Inc. |
Opened
46
|
$2,889,000 | 0.00% |
iShares PHLX Semiconductor ETF |
Opened
5
|
$2,881,000 | 0.00% |
Dimensional Intern Small Cap Vl Etf |
Opened
111
|
$2,861,000 | 0.00% |
Ishares Trust Mid Growth Index Fund Etf |
Opened
43
|
$2,769,000 | 0.00% |
Simplify Managed Futurs Strgy Etf |
Opened
117
|
$2,764,000 | 0.00% |
Organon Co |
Opened
188
|
$2,714,000 | 0.00% |
Goldman Sachs Access Treasury 0-1 Year Etf |
Opened
27
|
$2,693,000 | 0.00% |
Marvell Technology Group Ltd |
Opened
44
|
$2,654,000 | 0.00% |
Vanguard Growth Index Fund Etf Shares |
Opened
8
|
$2,634,000 | 0.00% |
iShares Global Clean Energy ETF |
Opened
168
|
$2,617,000 | 0.00% |
Ishares Yield Optimized Bond Etf |
Opened
116
|
$2,610,000 | 0.00% |
Arthur J. Gallagher Co |
Opened
11
|
$2,566,000 | 0.00% |
Texas Instruments Inc. |
Opened
15
|
$2,553,000 | 0.00% |
Jabil Inc |
Opened
20
|
$2,548,000 | 0.00% |
Defiance 5g Next Gen Connectivity Etf |
Opened
70
|
$2,520,000 | 0.00% |
Avanos Medical Inc |
Opened
112
|
$2,512,000 | 0.00% |
Neurocrine Biosciences, Inc. |
Opened
19
|
$2,503,000 | 0.00% |
Ishares Core 5-10 Year Usd Bond Etf |
Opened
57
|
$2,499,000 | 0.00% |
Conocophillips |
Opened
21
|
$2,494,000 | 0.00% |
Hartford Total Return Bond Etf |
Opened
72
|
$2,459,000 | 0.00% |
Equinix Inc Par $0.001 |
Opened
3
|
$2,416,000 | 0.00% |
Sarepta Therapeutics Inc |
Opened
25
|
$2,411,000 | 0.00% |
Micron Technology Inc. |
Opened
28
|
$2,390,000 | 0.00% |
Analog Devices Inc. |
Opened
12
|
$2,383,000 | 0.00% |
Ishares Russell 1000 Value Etf |
Opened
14
|
$2,371,000 | 0.00% |
Biohaven Ltd Common Shares |
Opened
54
|
$2,311,000 | 0.00% |
Trade Desk Inc |
Opened
32
|
$2,303,000 | 0.00% |
Tilray, Inc |
Opened
1,000
|
$2,300,000 | 0.00% |
Travelers Companies Inc. |
Opened
12
|
$2,265,000 | 0.00% |
Ishares Self-driving Ev And Tech Etf |
Opened
63
|
$2,264,000 | 0.00% |
Vodafone Group plc |
Opened
260
|
$2,259,000 | 0.00% |
Ishares New York Muni Bond Etf |
Opened
42
|
$2,254,000 | 0.00% |
Ark Genomic Revolution Etf |
Opened
68
|
$2,229,000 | 0.00% |
Teradata Corp |
Opened
51
|
$2,219,000 | 0.00% |
iShares MSCI All Country Asia ex Japan ETF |
Opened
33
|
$2,187,000 | 0.00% |
Regions Financial Corporation |
Opened
113
|
$2,186,000 | 0.00% |
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf Shares |
Opened
19
|
$2,164,000 | 0.00% |
Morgan Stanley |
Opened
23
|
$2,156,000 | 0.00% |
Teladoc Health Inc |
Opened
100
|
$2,155,000 | 0.00% |
Ishares Micro-cap Etf |
Opened
19
|
$2,149,000 | 0.00% |
Virtus Infracap U.s. Preferred Stock Etf |
Opened
103
|
$2,125,000 | 0.00% |
Hertz Rental Car Holding |
Opened
200
|
$2,078,000 | 0.00% |
Asensus Surgical Inc |
Opened
6,500
|
$2,073,000 | 0.00% |
Palo Alto Networks Inc |
Opened
7
|
$2,064,000 | 0.00% |
Eaton Corporation plc |
Opened
9
|
$2,055,000 | 0.00% |
Ardelyx Inc |
Opened
325
|
$2,015,000 | 0.00% |
Centene Corp. |
Opened
27
|
$2,004,000 | 0.00% |
United Therapeutics Corp |
Opened
9
|
$1,979,000 | 0.00% |
Cymabay Therapeutics Inc |
Opened
83
|
$1,960,000 | 0.00% |
Schwab Intermediate-term U.s. Treasury Etf |
Opened
39
|
$1,940,000 | 0.00% |
Vanguard Total International Stock Index Fund ETF Shares |
Opened
33
|
$1,938,000 | 0.00% |
Everest Re Group Ltd |
Opened
5
|
$1,926,000 | 0.00% |
Mcdonald's Corporation |
Opened
6
|
$1,924,000 | 0.00% |
Wisdomtree International Smallcap Dividend Fund |
Opened
30
|
$1,918,000 | 0.00% |
Universal Display Corp. |
Opened
10
|
$1,913,000 | 0.00% |
Hartford Financial Services Group Inc. |
Opened
24
|
$1,889,000 | 0.00% |
Vanguard Extended Market Index Fund Etf Shares |
Opened
11
|
$1,881,000 | 0.00% |
First Trust NASDAQ Cybersecurity ETF |
Opened
34
|
$1,852,000 | 0.00% |
Biomarin Pharmaceutical Inc. |
Opened
19
|
$1,832,000 | 0.00% |
Eaton Vance Senior Floating-Rate Trust |
Opened
142
|
$1,795,000 | 0.00% |
Take-Two Interactive Software, Inc. |
Opened
11
|
$1,770,000 | 0.00% |
Steris Plc |
Opened
8
|
$1,759,000 | 0.00% |
Regeneron Pharmaceuticals, Inc. |
Opened
2
|
$1,757,000 | 0.00% |
Global X Lithium Battery Tech Etf |
Opened
34
|
$1,753,000 | 0.00% |
Communication Services Select Sector Spdr Fund |
Opened
24
|
$1,744,000 | 0.00% |
Ishares Core Sp Mid-cap Etf |
Opened
6
|
$1,744,000 | 0.00% |
Invesco Exchange Traded Fund T Nasdaq Next Gen 100 Etf |
Opened
64
|
$1,737,000 | 0.00% |
Senseonics Holdings Inc |
Opened
3,000
|
$1,710,000 | 0.00% |
Amicus Therapeutics Inc |
Opened
117
|
$1,660,000 | 0.00% |
Spdr Portfolio Long Term Treasury Etf |
Opened
57
|
$1,660,000 | 0.00% |
Avadel Pharmaceuticals plc |
Opened
115
|
$1,624,000 | 0.00% |
Dimensional Us Small Cap Valu Etf |
Opened
54
|
$1,575,000 | 0.00% |
Nuveen Municipal Credit Income Fund |
Opened
132
|
$1,559,000 | 0.00% |
MFS Municipal Income Trust |
Opened
300
|
$1,553,000 | 0.00% |
Nokia Corp |
Opened
452
|
$1,548,000 | 0.00% |
Toast, Inc. |
Opened
83
|
$1,516,000 | 0.00% |
Rambus Inc. |
Opened
22
|
$1,502,000 | 0.00% |
Vanguard Mid-cap Index Fund Etf |
Opened
6
|
$1,482,000 | 0.00% |
Vanguard Short-term Corporate Bond Index Fund Etf |
Opened
19
|
$1,463,000 | 0.00% |
Pioneer Municipal High Income Advantage Trust |
Opened
180
|
$1,447,000 | 0.00% |
Monster Beverage Corp. |
Opened
24
|
$1,383,000 | 0.00% |
Keycorp |
Opened
95
|
$1,364,000 | 0.00% |
Starbucks Corp. |
Opened
14
|
$1,342,000 | 0.00% |
Ark Israel Innovative Technology Etf |
Opened
68
|
$1,321,000 | 0.00% |
Procore Technologies, Inc. |
Opened
19
|
$1,315,000 | 0.00% |
Pentair plc |
Opened
18
|
$1,309,000 | 0.00% |
Gilead Sciences, Inc. |
Opened
16
|
$1,296,000 | 0.00% |
iShares MSCI China ETF |
Opened
32
|
$1,291,000 | 0.00% |
Ascendis Pharma A/S |
Opened
10
|
$1,260,000 | 0.00% |
Penumbra Inc |
Opened
5
|
$1,258,000 | 0.00% |
Arcellx Inc Common Stock |
Opened
22
|
$1,221,000 | 0.00% |
Ishares Trust Esg Advanced Msci Eafe Etf |
Opened
19
|
$1,214,000 | 0.00% |
No transactions found in first 500 rows out of 610 | |||
Showing first 500 out of 610 holdings |