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| Name: |
Efficient Wealth Management LLC |
| City: |
THE WOODLANDS |
| State: |
TX |
| Zip: |
77381 |
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data |
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| Holdings
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100 |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EPR |
EPR Properties |
1212 |
Closed |
$41.55 |
$0 |
0 |
0% |
-1,000 |
-12 |
0 |
REIT - Diversified |
|
|
UNTY |
Unity Bancorp Inc |
1244 |
Closed |
$27.65 |
$0 |
0 |
0% |
-1,000 |
-21 |
0 |
Domestic Regional Banks |
|
|
R |
Ryder System Inc |
1180 |
Closed |
$126.64 |
$0 |
0 |
0% |
-1,000 |
-6 |
0 |
Rental & Leasing Serv... |
|
|
LTHM |
Livent Corp. |
1231 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-43 |
0 |
N/A |
|
|
AAP |
Advance Auto Parts Inc |
1167 |
Closed |
$75.03 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
Auto Parts Stores |
|
|
FNDA |
Schwab Fundamental Us Small... |
1199 |
Closed |
$56.03 |
$0 |
0 |
0% |
-2,000 |
-28 |
0 |
N/A |
|
|
FTXN |
First Trust Nasdaq Oil And Gas |
1218 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,000 |
-130 |
0 |
N/A |
|
|
VFF |
Village Farms International... |
1250 |
Closed |
$1.26 |
$0 |
0 |
0% |
0 |
-400 |
0 |
N/A |
|
|
CIBR |
First Trust Nasdaq Cea Cybe... |
1154 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,000 |
-60 |
0 |
N/A |
|
|
RECN |
Resources Connection Inc |
1186 |
Closed |
$11.30 |
$0 |
0 |
0% |
-1,000 |
-37 |
0 |
Management Services |
|
|
WTI |
W&T Offshore, Inc. |
1237 |
Closed |
$2.33 |
$0 |
0 |
0% |
-1,000 |
-302 |
0 |
Oil & Gas Drilling & ... |
|
|
COLB |
Columbia Banking System Inc |
1173 |
Closed |
$20.32 |
$0 |
0 |
0% |
-1,000 |
-24 |
0 |
Savings & Loans |
|
|
BRY |
Berry Petroleum Co |
1205 |
Closed |
$7.45 |
$0 |
0 |
0% |
0 |
-70 |
0 |
Independent Oil & Gas |
|
|
KLG |
Wk Kellogg Co |
1224 |
Closed |
$21.77 |
$0 |
0 |
0% |
0 |
-25 |
0 |
N/A |
|
|
POWI |
Power Integrations Inc |
1160 |
Closed |
$75.41 |
$0 |
0 |
0% |
-1,000 |
-14 |
0 |
Semiconductor - Integ... |
|
|
LFUS |
LittelFuse Inc |
1192 |
Closed |
$256.86 |
$0 |
0 |
0% |
-1,000 |
-5 |
0 |
Industrial Electrical... |
|
|
EBF |
Ennis Inc |
1211 |
Closed |
$20.51 |
$0 |
0 |
0% |
-1,000 |
-23 |
0 |
Office Supplies |
|
|
VOYA |
Voya Financial Inc |
1243 |
Closed |
$73.45 |
$0 |
0 |
0% |
-1,000 |
-8 |
0 |
Property & Casualty I... |
|
|
PUMP |
Propetro Holding Corp. |
1179 |
Closed |
$9.24 |
$0 |
0 |
0% |
-1,000 |
-172 |
0 |
N/A |
|
|
BF.B |
Brown Forman Corporation |
1230 |
Closed |
$49.12 |
$0 |
0 |
0% |
-1,000 |
-18 |
0 |
Beverage - Wineries &... |
|
|
OIS |
Oil States International Inc |
1166 |
Closed |
$4.58 |
$0 |
0 |
0% |
-1,000 |
-74 |
0 |
Oil & Gas Equipment &... |
|
|
SCHC |
Schwab International Small-... |
1198 |
Closed |
$36.02 |
$0 |
0 |
0% |
-1,000 |
-18 |
0 |
Closed - End Fund - E... |
|
|
GSBC |
Great Southern Bancorp Inc |
1217 |
Closed |
$53.49 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
Savings & Loans |
|
|
TDS |
Telephone & Data Systems Inc |
1249 |
Closed |
$20.14 |
$0 |
0 |
0% |
0 |
-27 |
0 |
Wireless Communications |
|
|
EE |
Excelerate Energy, Inc. |
1153 |
Closed |
$19.06 |
$0 |
0 |
0% |
0 |
-29 |
0 |
N/A |
|
|
CEIX |
Consol Energy Inc. |
1185 |
Closed |
$86.51 |
$0 |
0 |
0% |
-1,000 |
-14 |
0 |
N/A |
|
|
YORW |
York Water Co |
1236 |
Closed |
$38.45 |
$0 |
0 |
0% |
-1,000 |
-13 |
0 |
Water Utilities |
|
|
CRVL |
Corvel Corp |
1172 |
Closed |
$260.98 |
$0 |
0 |
0% |
-1,000 |
-3 |
0 |
Insurance Brokers |
|
|
PNM |
PNM Resources Inc |
1204 |
Closed |
$37.93 |
$0 |
0 |
0% |
-2,000 |
-43 |
0 |
Multi Utilities |
|
|
WU |
Western Union Co |
1223 |
Closed |
$13.30 |
$0 |
0 |
0% |
-1,000 |
-46 |
0 |
Personal Services |
|
|
OM |
Outset Medical, Inc. |
1159 |
Closed |
$3.07 |
$0 |
0 |
0% |
-1,000 |
-163 |
0 |
N/A |
|
|
TXG |
10x Genomics, Inc. |
1191 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-25 |
0 |
N/A |
|
|
EQC |
Equity Commonwealth |
1210 |
Closed |
$19.17 |
$0 |
0 |
0% |
-1,000 |
-28 |
0 |
REIT - Office |
|
|
GRMN |
Garmin Ltd |
1242 |
Closed |
$168.93 |
$0 |
0 |
0% |
-1,000 |
-5 |
0 |
Scientific & Technica... |
|
|
PNRG |
Primeenergy Corp |
1178 |
Closed |
$104.04 |
$0 |
0 |
0% |
-1,000 |
-5 |
0 |
Independent Oil & Gas |
|
|
SD |
Sandridge Energy Inc |
1229 |
Closed |
$13.54 |
$0 |
0 |
0% |
0 |
-36 |
0 |
Oil & Gas Drilling & ... |
|
|
XPH |
streetTRACKS Series Trust -... |
1165 |
Closed |
$40.56 |
$0 |
0 |
0% |
-19,000 |
-460 |
0 |
Closed - End Fund - E... |
|
|
SMBK |
SmartFinancial Inc |
1197 |
Closed |
$22.53 |
$0 |
0 |
0% |
-1,000 |
-24 |
0 |
Domestic Regional Banks |
|
|
THFF |
First Financial Corp |
1216 |
Closed |
$38.40 |
$0 |
0 |
0% |
-1,000 |
-13 |
0 |
Domestic Regional Banks |
|
|
FTI |
Technipfmc Limited |
1248 |
Closed |
$26.60 |
$0 |
0 |
0% |
-1,000 |
-25 |
0 |
Oil & Gas Equipment &... |
|
|
BSY |
Bentley Systems Inc |
1152 |
Closed |
$55.48 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
N/A |
|
|
ROOT |
Root, Inc. |
1184 |
Closed |
$63.86 |
$0 |
0 |
0% |
-1,000 |
-100 |
0 |
N/A |
|
|
CCK |
Crown Holdings Inc |
1235 |
Closed |
$84.03 |
$0 |
0 |
0% |
-1,000 |
-12 |
0 |
Packaging & Containers |
|
|
DBAP |
Deutsche Xtrackers Msci Ac ... |
1171 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-6 |
0 |
N/A |
|
|
CDLX |
Cardlytics Inc |
1203 |
Closed |
$8.81 |
$0 |
0 |
0% |
-1,000 |
-88 |
0 |
N/A |
|
|
LNT |
Alliant Energy Corp |
1222 |
Closed |
$51.33 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
Multi Utilities |
|
|
DNA |
Ginkgo Bioworks Holdings, Inc |
1254 |
Closed |
$0.76 |
$0 |
0 |
0% |
-1,000 |
-388 |
0 |
N/A |
|
|
AFRM |
Affirm Holdings, Inc. |
1158 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,000 |
-45 |
0 |
N/A |
|
|
SNDR |
Schneider National, Inc. |
1190 |
Closed |
$22.42 |
$0 |
0 |
0% |
-1,000 |
-20 |
0 |
N/A |
|
|
CIVB |
Civista Bancshares Inc |
1241 |
Closed |
$14.83 |
$0 |
0 |
0% |
-1,000 |
-34 |
0 |
Domestic Regional Banks |
|
|
NFBK |
Northfield Bancorp Inc. |
1177 |
Closed |
$9.41 |
$0 |
0 |
0% |
-1,000 |
-52 |
0 |
Domestic Regional Banks |
|
|
MIXT |
Mix Telematics Limited |
1209 |
Closed |
$14.55 |
$0 |
0 |
0% |
-1,000 |
-70 |
0 |
N/A |
|
|
JAZZ |
Jazz Pharmaceuticals Inc |
1228 |
Closed |
$109.27 |
$0 |
0 |
0% |
0 |
-4 |
0 |
Biotechnology |
|
|
SRC |
Spirit Realty Capital Inc |
1164 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-29 |
0 |
Diversified Investments |
|
|
BWXT |
BWX Technologies Inc |
1196 |
Closed |
$44.15 |
$0 |
0 |
0% |
-1,000 |
-8 |
0 |
Closed - End Fund - E... |
|
|
FNLC |
First Bancorp Inc |
1215 |
Closed |
$23.48 |
$0 |
0 |
0% |
-1,000 |
-20 |
0 |
Domestic Regional Banks |
|
|
TR |
Tootsie Roll Industries Inc |
1247 |
Closed |
$29.87 |
$0 |
0 |
0% |
0 |
-15 |
0 |
Confectioners |
|
|
LPI |
Laredo Petroleum Inc |
1151 |
Closed |
$0.95 |
$0 |
0 |
0% |
-1,000 |
-11 |
0 |
Independent Oil & Gas |
|
|
AADI |
Aadi Bioscience, Inc |
1183 |
Closed |
$1.78 |
$0 |
0 |
0% |
0 |
-105 |
0 |
N/A |
|
|
VLY |
Valley National Bancorp |
1234 |
Closed |
$7.73 |
$0 |
0 |
0% |
-1,000 |
-124 |
0 |
Domestic Regional Banks |
|
|
DIOD |
Diodes Inc |
1170 |
Closed |
$69.32 |
$0 |
0 |
0% |
-1,000 |
-8 |
0 |
Semiconductor - Integ... |
|
|
CSL |
Carlisle Companies Inc |
1202 |
Closed |
$416.63 |
$0 |
0 |
0% |
-1,000 |
-2 |
0 |
Rubber & Plastics |
|
|
NBR |
Nabors Industries Ltd |
1221 |
Closed |
$0.21 |
$0 |
0 |
0% |
-1,000 |
-11 |
0 |
Oil & Gas Drilling & ... |
|
|
MPB |
Mid Penn Bancorp Inc |
1253 |
Closed |
$21.52 |
$0 |
0 |
0% |
-1,000 |
-24 |
0 |
Domestic Regional Banks |
|
|
NKLA |
Nikola Inc |
1157 |
Closed |
$33.97 |
$0 |
0 |
0% |
-1,000 |
-648 |
0 |
N/A |
|
|
WOLF |
Wolfspeed |
1189 |
Closed |
$24.12 |
$0 |
0 |
0% |
-1,000 |
-15 |
0 |
Semiconductor Equipme... |
|
|
CLB |
Core Laboratories N V |
1240 |
Closed |
$17.00 |
$0 |
0 |
0% |
0 |
-27 |
0 |
Oil & Gas Equipment &... |
|
|
PKST |
Peakstone Realty Trust |
1176 |
Closed |
$14.87 |
$0 |
0 |
0% |
-11,000 |
-559 |
0 |
N/A |
|
|
SCHI |
Schwab 5-10 Year Corporate ... |
1208 |
Closed |
$43.69 |
$0 |
0 |
0% |
-2,000 |
-34 |
0 |
N/A |
|
|
NSP |
Insperity Inc |
1227 |
Closed |
$105.15 |
$0 |
0 |
0% |
-1,000 |
-5 |
0 |
Staffing & Outsourcin... |
|
|
SPLK |
Splunk Inc |
1163 |
Closed |
$156.90 |
$0 |
0 |
0% |
-1,000 |
-9 |
0 |
Application Software |
|
|
DIA |
Diamonds Trust |
1195 |
Closed |
$395.18 |
$0 |
0 |
0% |
-18,000 |
-48 |
0 |
Closed - End Fund - E... |
|
|
EGRX |
Eagle Pharmaceuticals, Inc. |
1214 |
Closed |
$4.54 |
$0 |
0 |
0% |
0 |
-59 |
0 |
N/A |
|
|
TMP |
Tompkins Financial Corp |
1246 |
Closed |
$46.94 |
$0 |
0 |
0% |
-1,000 |
-9 |
0 |
Domestic Regional Banks |
|
|
WCC |
WESCO International |
1150 |
Closed |
$175.88 |
$0 |
0 |
0% |
-3,000 |
-16 |
0 |
Electronics Wholesale |
|
|
IMKTA |
Ingles Markets Inc |
1182 |
Closed |
$72.66 |
$0 |
0 |
0% |
-1,000 |
-12 |
0 |
Grocery Stores |
|
|
IYW |
iShares Trust DJ US Sector |
1233 |
Closed |
$133.97 |
$0 |
0 |
0% |
-6,000 |
-48 |
0 |
Closed - End Fund - E... |
|
|
NOG |
Northern Oil & Gas Inc |
1169 |
Closed |
$39.73 |
$0 |
0 |
0% |
-1,000 |
-16 |
0 |
Oil & Gas Drilling & ... |
|
|
VNQI |
Vanguard Global Ex-US Real ... |
1201 |
Closed |
$42.11 |
$0 |
0 |
0% |
0 |
-6 |
0 |
Closed - End Fund - E... |
|
|
SLVM |
Sylvamo Corp |
1220 |
Closed |
$64.42 |
$0 |
0 |
0% |
-1,000 |
-27 |
0 |
N/A |
|
|
NATH |
Nathans Famous Inc |
1252 |
Closed |
$66.99 |
$0 |
0 |
0% |
-1,000 |
-7 |
0 |
Restaurants |
|
|
CNMD |
Conmed Corp |
1156 |
Closed |
$71.16 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
Medical Appliances & ... |
|
|
OUST |
Ouster Inc |
1188 |
Closed |
$12.40 |
$0 |
0 |
0% |
-1,000 |
-136 |
0 |
N/A |
|
|
PPA |
Invesco Aerospace & Defense... |
1239 |
Closed |
$104.87 |
$0 |
0 |
0% |
-2,000 |
-24 |
0 |
Closed - End Fund - Debt |
|
|
PENN |
Penn National Gaming Inc |
1175 |
Closed |
$16.08 |
$0 |
0 |
0% |
-1,000 |
-45 |
0 |
Gambling/Resorts |
|
|
DGICA |
Donegal Group Inc |
1207 |
Closed |
$13.29 |
$0 |
0 |
0% |
0 |
-35 |
0 |
Property & Casualty I... |
|
|
VCSH |
Vanguard Scottsdale Funds |
1226 |
Closed |
$76.88 |
$0 |
0 |
0% |
0 |
-6 |
0 |
N/A |
|
|
MRTX |
Mirati Therapeutics, Inc. |
1162 |
Closed |
$58.70 |
$0 |
0 |
0% |
-1,000 |
-13 |
0 |
Biotechnology |
|
|
KNTK |
Kinetik Holdings Inc |
1194 |
Closed |
$39.89 |
$0 |
0 |
0% |
-1,000 |
-15 |
0 |
N/A |
|
|
WIRE |
Encore Wire Corp |
1213 |
Closed |
$280.90 |
$0 |
0 |
0% |
-1,000 |
-3 |
0 |
Industrial Electrical... |
|
|
OLED |
Universal Display Corp |
1245 |
Closed |
$171.08 |
$0 |
0 |
0% |
-1,000 |
-3 |
0 |
Computer Peripherals |
|
|
RRC |
Range Resources Corp |
1181 |
Closed |
$35.53 |
$0 |
0 |
0% |
-1,000 |
-31 |
0 |
Independent Oil & Gas |
|
|
XLG |
Invesco S&P 500 Top 50 ETF |
1232 |
Closed |
$42.29 |
$0 |
0 |
0% |
-9,000 |
-230 |
0 |
Closed - End Fund - E... |
|
|
WSC |
Willscot Mobile Mini Holdin... |
1168 |
Closed |
$40.37 |
$0 |
0 |
0% |
-3,000 |
-60 |
0 |
N/A |
|
|
CRON |
Cronus Corp |
1200 |
Closed |
$2.77 |
$0 |
0 |
0% |
0 |
-200 |
0 |
N/A |
|
|
URNM |
Sprott Uranium Miners Etf |
1219 |
Closed |
$54.68 |
$0 |
0 |
0% |
-3,000 |
-60 |
0 |
N/A |
|
|
LW |
Lamb Weston Holdings, Inc. |
1251 |
Closed |
$85.16 |
$0 |
0 |
0% |
-8,000 |
-72 |
0 |
N/A |
|
|
GXO |
Gxo Logistics, Inc. |
1155 |
Closed |
$53.21 |
$0 |
0 |
0% |
-1,000 |
-19 |
0 |
N/A |
|
|
FSR |
Fisker Inc. |
1187 |
Closed |
$0.04 |
$0 |
0 |
0% |
0 |
-100 |
0 |
N/A |
|
|
MGEE |
MGE Energy Inc |
1238 |
Closed |
$81.18 |
$0 |
0 |
0% |
-1,000 |
-7 |
0 |
Multi Utilities |
|
