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| Holdings Found : 44 | View All Holdings | Currently Viewing: New Positions | 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 |
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IEFA | Ishares Core Msci Eafe | New | $0.00 | $60,000 | 800 | % | 60,000 | 800 | 0 | N/A | |
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EMXC | Ishares Msci Emerging Marke... | New | $0.00 | $42,000 | 725 | % | 42,000 | 725 | 0 | N/A | |
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VGSR | Vert Global Sustainable Rea... | New | $0.00 | $37,000 | 1,529 | % | 37,000 | 1,529 | 0 | N/A | |
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QLTY | Gmo Us Quality Etf | New | $0.00 | $30,000 | 1,000 | % | 30,000 | 1,000 | 0 | N/A | |
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AVLV | Avantis Us Large Cap Value Etf | New | $0.00 | $24,000 | 365 | % | 24,000 | 365 | 0 | N/A | |
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CGDV | Capital Group Dividend Valu... | New | $0.00 | $23,000 | 690 | % | 23,000 | 690 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | New | $84.89 | $18,000 | 200 | % | 18,000 | 200 | 0 | N/A | |
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ELQD | Ishares Esg Advanced Invest... | New | $0.00 | $15,000 | 172 | % | 15,000 | 172 | 0 | N/A | |
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ITE | Spdr Brcly Cap Intrmd Trm | New | $27.86 | $15,000 | 500 | % | 15,000 | 500 | 0 | N/A | |
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XOM | Exxon Mobil Corp | New | $119.64 | $14,000 | 113 | % | 14,000 | 113 | 0 | N/A | |
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SCZ | ISHARES MSCI EAFE SM | New | $64.48 | $12,000 | 185 | % | 12,000 | 185 | 0 | N/A | |
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AIG | American International Grou... | New | $80.54 | $10,000 | 120 | % | 10,000 | 120 | 0 | N/A | |
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AMP | Ameriprise Financial Inc | New | $434.12 | $10,000 | 21 | % | 10,000 | 21 | 0 | N/A | |
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HUBS | Hubspot Inc | New | $0.00 | $8,000 | 12 | % | 8,000 | 12 | 0 | N/A | |
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CME | CME Group Inc | New | $213.14 | $8,000 | 34 | % | 8,000 | 34 | 0 | N/A | |
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BDX | Becton Dickinson & Co | New | $236.30 | $8,000 | 29 | % | 8,000 | 29 | 0 | N/A | |
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SLB | Schlumberger Ltd | New | $48.59 | $8,000 | 130 | % | 8,000 | 130 | 0 | N/A | |
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APH | Amphenol Corp | New | $131.91 | $7,000 | 60 | % | 7,000 | 60 | 0 | N/A | |
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VLTO | Veralto Corp | New | $98.60 | $7,000 | 68 | % | 7,000 | 68 | 0 | N/A | |
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ALGN | Align Technology Inc | New | $271.50 | $7,000 | 19 | % | 7,000 | 19 | 0 | N/A | |
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AIZ | Assurant Inc | New | $175.60 | $7,000 | 37 | % | 7,000 | 37 | 0 | N/A | |
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UBER | Uber Technologies, Inc | New | $65.67 | $7,000 | 80 | % | 7,000 | 80 | 0 | N/A | |
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COST | Costco Wholesale Corp | New | $795.81 | $6,000 | 7 | % | 6,000 | 7 | 0 | N/A | |
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SPGI | S&P Global Inc | New | $441.88 | $6,000 | 14 | % | 6,000 | 14 | 0 | N/A | |
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CEG | Constellation Energy Corp | New | $213.11 | $6,000 | 29 | % | 6,000 | 29 | 0 | N/A | |
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IGT | International Game Technology | New | $20.24 | $5,000 | 200 | % | 5,000 | 200 | 0 | N/A | |
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ANTM | Anthem Inc | New | $547.71 | $5,000 | 9 | % | 5,000 | 9 | 0 | N/A | |
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EQT | EQT Corp | New | $40.09 | $5,000 | 130 | % | 5,000 | 130 | 0 | Gas Utilities | |
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SHOP | Shopify Inc | New | $58.53 | $4,000 | 40 | % | 4,000 | 40 | 0 | N/A | |
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ARES | Ares Management Lp | New | $0.00 | $4,000 | 30 | % | 4,000 | 30 | 0 | N/A | |
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RE | Everest Re Group Ltd | New | $392.92 | $4,000 | 9 | % | 4,000 | 9 | 0 | N/A | |
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BHGE | Baker Hughes A Ge Co | New | $33.46 | $4,000 | 90 | % | 4,000 | 90 | 0 | N/A | |
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EXC | Exelon Corp | New | $38.58 | $4,000 | 93 | % | 4,000 | 93 | 0 | N/A | |
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AVGO | Broadcom Limited | New | $1,395.29 | $4,000 | 3 | % | 4,000 | 3 | 0 | N/A | |
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CSGP | CoStar Group Inc | New | $87.50 | $4,000 | 40 | % | 4,000 | 40 | 0 | N/A | |
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CSX | CSX Corp | New | $33.52 | $3,000 | 70 | % | 3,000 | 70 | 0 | N/A | |
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RPV | Invesco S&P 500 Pure Value ETF | New | $86.89 | $3,000 | 25 | % | 3,000 | 25 | 0 | N/A | |
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SYF | Synchrony Financial | New | $0.00 | $3,000 | 50 | % | 3,000 | 50 | 0 | N/A | |
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CHWY | Chewy, Inc. | New | $16.04 | $3,000 | 170 | % | 3,000 | 170 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | New | $49.56 | $2,000 | 33 | % | 2,000 | 33 | 0 | N/A | |
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TWLO | Twilio Inc | New | $62.08 | $2,000 | 30 | % | 2,000 | 30 | 0 | N/A | |
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WAB | Westinghouse Air Brake Tech... | New | $163.38 | $1,000 | 5 | % | 1,000 | 5 | 0 | Auto Parts | |
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RIG | Transocean Inc | New | $6.03 | $1,000 | 100 | % | 1,000 | 100 | 0 | N/A | |
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JPLD | Jpmorgan Limited Duration B... | New | $0.00 | $1,000 | 1 | % | 1,000 | 1 | 0 | N/A |
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