Statistik Asas
Nilai Portfolio $ 791,666,206
Kedudukan Semasa 171
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Insight Wealth Strategies, LLC telah mendedahkan 171 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 791,666,206 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Insight Wealth Strategies, LLC ialah Chevron Corporation (US:CVX) , Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF (US:VCLT) , iShares Trust - iShares Preferred and Income Securities ETF (US:PFF) , Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF (US:GSIE) , and iShares Trust - iShares 20+ Year Treasury Bond ETF (US:TLT) . Kedudukan baharu Insight Wealth Strategies, LLC termasuk T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF (US:TFLR) , BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF (US:BKGI) , The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund (US:XLK) , Corteva, Inc. (US:CTVA) , and Dynatrace, Inc. (US:DT) .

Insight Wealth Strategies, LLC - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.42 21.42 2.7058 2.7058
0.11 11.48 1.4507 1.4507
0.25 21.89 2.7645 1.3150
0.46 21.79 2.7519 1.2879
0.24 9.24 1.1666 1.1666
0.24 8.22 1.0387 0.9912
0.03 7.26 0.9175 0.9175
0.13 5.80 0.7330 0.7330
0.06 4.81 0.6076 0.6076
0.03 4.67 0.5894 0.5515
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.03 3.15 0.3980 -2.9650
0.01 0.59 0.0746 -2.4216
0.00 0.22 0.0276 -1.3801
0.01 0.49 0.0623 -1.1930
0.00 0.21 0.0259 -1.0730
0.00 0.36 0.0449 -0.9479
0.22 31.67 4.0001 -0.6500
0.00 0.22 0.0283 -0.5834
0.00 0.22 0.0278 -0.5024
0.30 26.77 3.3814 -0.3064
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-07 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
CVX / Chevron Corporation 0.22 5.37 31.67 -8.31 4.0001 -0.6500
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF 0.38 0.86 28.85 0.76 3.6436 -0.2109
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.88 11.40 27.13 11.19 3.4265 0.1417
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 0.68 -7.68 27.01 2.65 3.4124 -0.1307
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.30 0.94 26.77 -2.27 3.3814 -0.3064
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.14 0.97 26.09 8.38 3.2960 0.0546
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.22 -0.13 24.48 19.52 3.0924 0.3346
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF 0.72 -0.01 23.50 0.98 2.9682 -0.1647
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.43 0.91 23.39 12.48 2.9548 0.1549
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF 0.44 1.14 22.24 1.00 2.8089 -0.1554
ICVT / iShares Trust - iShares Convertible Bond ETF 0.25 90.36 21.89 103.30 2.7645 1.3150
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF 0.46 99.88 21.79 100.36 2.7519 1.2879
TFLR / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 0.42 21.42 2.7058 2.7058
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.88 0.71 18.47 1.83 2.3330 -0.1090
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF 0.34 -1.01 13.87 3.59 1.7522 -0.0507
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.14 -0.55 13.16 0.10 1.6628 -0.1079
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund 0.05 21.82 12.16 45.80 1.5357 0.4130
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.09 -1.32 12.10 2.96 1.5287 -0.0538
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.13 5.00 11.68 12.02 1.4753 0.0715
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF 0.09 1.71 11.52 15.06 1.4556 0.1070
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.11 11.48 1.4507 1.4507
LRCX / Lam Research Corporation 0.11 1.68 10.41 35.41 1.3152 0.2799
BKGI / BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF 0.24 9.24 1.1666 1.1666
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF 0.24 1,910.45 8.22 2,229.46 1.0387 0.9912
STX / Seagate Technology Holdings plc 0.06 30.12 8.00 122.17 1.0101 0.5255
AAPL / Apple Inc. 0.04 2.53 7.89 -4.09 0.9961 -0.1107
MSFT / Microsoft Corporation 0.02 24.26 7.73 62.90 0.9768 0.3376
AXP / American Express Company 0.02 -0.16 7.45 19.68 0.9405 0.1029
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.03 7.26 0.9175 0.9175
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.06 -2.70 6.96 -2.11 0.8793 -0.0782
AMZN / Amazon.com, Inc. 0.03 -0.45 5.93 15.34 0.7487 0.0569
IGOV / iShares Trust - iShares International Treasury Bond ETF 0.13 5.80 0.7330 0.7330
AVGO / Broadcom Inc. 0.02 -16.11 5.54 32.66 0.7004 0.1376
KLAC / KLA Corporation 0.01 4.55 5.47 38.27 0.6910 0.1583
GOOGL / Alphabet Inc. 0.03 1.32 5.41 15.20 0.6836 0.0512
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.03 2.40 5.29 44.84 0.6688 0.1767
PLTR / Palantir Technologies Inc. 0.04 -5.51 5.22 46.31 0.6589 0.1789
MCO / Moody's Corporation 0.01 0.54 5.00 8.49 0.6310 0.0110
META / Meta Platforms, Inc. 0.01 11.80 4.97 39.53 0.6274 0.1481
CTVA / Corteva, Inc. 0.06 4.81 0.6076 0.6076
CDW / CDW Corporation 0.03 27.15 4.74 43.74 0.5987 0.1547
SYY / Sysco Corporation 0.06 0.83 4.74 3.97 0.5985 -0.0152
IDXX / IDEXX Laboratories, Inc. 0.01 -13.33 4.70 11.99 0.5936 0.0286
ADP / Automatic Data Processing, Inc. 0.02 -5.76 4.69 -4.34 0.5927 -0.0678
LDOS / Leidos Holdings, Inc. 0.03 1,290.50 4.67 1,560.14 0.5894 0.5515
HD / The Home Depot, Inc. 0.01 7.53 4.66 9.47 0.5883 0.0156
GWW / W.W. Grainger, Inc. 0.00 0.46 4.62 7.02 0.5835 0.0023
RGA / Reinsurance Group of America, Incorporated 0.02 1.21 4.58 2.42 0.5784 -0.0236
JEF / Jefferies Financial Group Inc. 0.08 36.74 4.57 41.80 0.5768 0.1433
SHW / The Sherwin-Williams Company 0.01 0.90 4.53 2.68 0.5716 -0.0218
XYZ / Block, Inc. 0.07 1.17 4.52 27.11 0.5711 0.0923
MSI / Motorola Solutions, Inc. 0.01 3.60 4.50 0.72 0.5685 -0.0331
COR / Cencora, Inc. 0.02 -24.16 4.47 -19.45 0.5650 -0.1827
LNG / Cheniere Energy, Inc. 0.02 -7.28 4.41 -5.42 0.5574 -0.0707
CTAS / Cintas Corporation 0.02 -9.06 4.38 -0.75 0.5535 -0.0409
PCAR / PACCAR Inc 0.04 11.66 4.34 12.63 0.5476 0.0293
FTNT / Fortinet, Inc. 0.04 -0.24 4.33 6.15 0.5469 -0.0022
PAYO / Payoneer Global Inc. 0.63 70.44 4.33 60.65 0.5468 0.1840
ACGL / Arch Capital Group Ltd. 0.05 0.12 4.27 -4.75 0.5392 -0.0642
MCK / McKesson Corporation 0.01 -25.86 4.27 -19.83 0.5388 -0.1775
ACN / Accenture plc 0.01 27.63 4.22 23.79 0.5325 0.0740
DT / Dynatrace, Inc. 0.08 4.19 0.5290 0.5290
BAH / Booz Allen Hamilton Holding Corporation 0.04 36.34 4.17 39.91 0.5261 0.1253
ORCL / Oracle Corporation 0.02 1.02 4.16 58.25 0.5258 0.1716
FIX / Comfort Systems USA, Inc. 0.01 1.10 4.13 63.63 0.5218 0.1819
SPY / SPDR S&P 500 ETF 0.01 0.62 4.12 11.09 0.5200 0.0211
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.08 1.91 3.95 -0.33 0.4991 -0.0346
MBB / iShares Trust - iShares MBS ETF 0.04 -2.48 3.87 -2.81 0.4890 -0.0472
VRSK / Verisk Analytics, Inc. 0.01 3.86 0.4876 0.4876
MUB / iShares Trust - iShares National Muni Bond ETF 0.04 -0.33 3.81 -1.42 0.4817 -0.0391
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.07 -5.59 3.80 -6.01 0.4803 -0.0644
GDDY / GoDaddy Inc. 0.02 3.78 0.4769 0.4769
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.07 0.26 3.61 -1.12 0.4564 -0.0356
BLBD / Blue Bird Corporation 0.08 -2.68 3.50 32.88 0.4422 0.0875
ICE / Intercontinental Exchange, Inc. 0.02 28.81 3.40 35.83 0.4300 0.0925
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.03 -87.38 3.15 -87.39 0.3980 -2.9650
JPM / JPMorgan Chase & Co. 0.01 -11.94 3.08 4.27 0.3890 -0.0087
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.03 -7.10 2.97 -5.23 0.3754 -0.0468
AMD / Advanced Micro Devices, Inc. 0.02 -0.04 2.95 32.42 0.3725 0.0727
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF 0.03 -5.86 2.93 -4.49 0.3705 -0.0431
SM / SM Energy Company 0.11 30.78 2.80 13.70 0.3532 0.0221
CAH / Cardinal Health, Inc. 0.02 -18.47 2.62 -2.71 0.3306 -0.0316
IBKR / Interactive Brokers Group, Inc. 0.05 219.59 2.61 8.72 0.3292 0.0064
INTU / Intuit Inc. 0.00 2.57 0.3241 0.3241
FIS / Fidelity National Information Services, Inc. 0.03 0.20 2.46 10.48 0.3102 0.0110
UNP / Union Pacific Corporation 0.01 3.14 2.43 2.88 0.3067 -0.0111
WM / Waste Management, Inc. 0.01 -9.15 2.42 -10.23 0.3060 -0.0573
AMT / American Tower Corporation 0.01 -5.23 2.39 -2.25 0.3024 -0.0273
ORI / Old Republic International Corporation 0.06 -15.48 2.25 -17.27 0.2837 -0.0818
HON / Honeywell International Inc. 0.01 0.54 2.24 13.37 0.2827 0.0169
QQQ / Invesco QQQ Trust, Series 1 0.00 -0.40 2.19 16.18 0.2767 0.0228
HIG / The Hartford Insurance Group, Inc. 0.02 14.80 2.13 17.46 0.2687 0.0249
GOOG / Alphabet Inc. 0.01 1.01 2.12 14.39 0.2681 0.0183
WMT / Walmart Inc. 0.02 -13.87 1.82 -3.60 0.2303 -0.0244
XOM / Exxon Mobil Corporation 0.02 -0.88 1.72 -8.99 0.2175 -0.0371
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund 0.03 -5.18 1.55 4.58 0.1962 -0.0039
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.01 0.10 1.37 17.28 0.1732 0.0158
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 0.02 0.02 1.22 -1.05 0.1547 -0.0119
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 4.17 1.12 15.07 0.1410 0.0104
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF 0.02 -11.48 0.94 -11.54 0.1191 -0.0245
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.01 -0.89 0.94 6.46 0.1188 -0.0002
EFA / iShares Trust - iShares MSCI EAFE ETF 0.01 40.30 0.90 53.42 0.1132 0.0344
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 0.86 16.46 0.1082 0.0091
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.01 0.09 0.85 17.31 0.1079 0.0099
NFLX / Netflix, Inc. 0.00 0.77 0.85 39.64 0.1074 0.0255
TSLA / Tesla, Inc. 0.00 -3.70 0.83 11.88 0.1047 0.0048
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.02 0.10 0.79 0.38 0.0997 -0.0062
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 -0.19 0.77 4.61 0.0976 -0.0018
TJX / The TJX Companies, Inc. 0.01 0.43 0.77 3.24 0.0966 -0.0032
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.03 48.12 0.72 44.87 0.0910 0.0241
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF 0.03 133.22 0.70 133.67 0.0886 0.0482
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.01 0.08 0.69 8.87 0.0868 0.0018
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.01 -4.32 0.68 1.50 0.0854 -0.0043
V / Visa Inc. 0.00 0.27 0.66 1.71 0.0829 -0.0040
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -3.58 0.61 6.63 0.0772 -0.0000
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.01 -96.80 0.59 -96.82 0.0746 -2.4216
BRK.B / Berkshire Hathaway Inc. 0.00 2.36 0.55 -5.79 0.0699 -0.0093
CLSE / Trust for Professional Managers - Convergence Long/Short Equity ETF 0.02 -15.48 0.53 -8.61 0.0671 -0.0111
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.10 0.53 17.63 0.0666 0.0062
VGRSX / Vanguard REIT Index Fund 0.00 -1.78 0.50 4.38 0.0634 -0.0014
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 -94.99 0.49 -94.71 0.0623 -1.1930
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.01 0.74 0.48 9.03 0.0611 0.0014
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.00 0.48 17.00 0.0601 0.0054
IVVW / iShares Trust - iShares S&P 500 BuyWrite ETF 0.01 58.45 0.47 56.62 0.0599 0.0191
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.83 0.46 1.55 0.0580 -0.0028
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.01 65.69 0.43 79.83 0.0542 0.0221
TRGP / Targa Resources Corp. 0.00 0.61 0.43 -13.77 0.0539 -0.0127
IESC / IES Holdings, Inc. 0.00 4.93 0.41 84.55 0.0513 0.0216
WEC / WEC Energy Group, Inc. 0.00 -1.56 0.38 -5.42 0.0485 -0.0061
BAC / Bank of America Corporation 0.01 1.43 0.38 16.82 0.0484 0.0043
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.01 0.38 0.0477 0.0477
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF 0.02 1.69 0.37 4.23 0.0468 -0.0011
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF 0.00 -95.51 0.36 -95.19 0.0449 -0.9479
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 0.01 2.14 0.35 13.50 0.0446 0.0026
HYXU / iShares, Inc. - iShares International High Yield Bond ETF 0.01 0.35 0.0444 0.0444
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF 0.01 0.35 0.0443 0.0443
PICB / Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 0.01 0.34 0.0436 0.0436
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 0.14 0.34 17.36 0.0428 0.0040
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.52 0.33 9.87 0.0423 0.0013
PSMD / Pacer Funds Trust - Pacer Swan SOS Moderate (January) ETF 0.01 41.13 0.33 49.77 0.0415 0.0119
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF 0.01 1.14 0.31 5.17 0.0386 -0.0005
TXN / Texas Instruments Incorporated 0.00 -88.45 0.30 -86.50 0.0378 -0.2603
GLD / SPDR Gold Trust 0.00 0.28 0.0353 0.0353
GE / General Electric Company 0.00 1.46 0.28 26.61 0.0349 0.0054
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.27 0.0341 0.0341
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 0.35 0.27 10.42 0.0335 0.0012
CLOZ / Series Portfolios Trust - Eldridge BBB-B CLO ETF 0.01 2.11 0.26 3.17 0.0329 -0.0012
PEP / PepsiCo, Inc. 0.00 0.63 0.26 -9.12 0.0327 -0.0057
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.00 0.26 0.0325 0.0325
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 0.01 0.25 0.0317 0.0317
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF 0.01 1.20 0.25 -0.79 0.0316 -0.0024
VMO / Invesco Municipal Opportunity Trust 0.03 2.06 0.24 -0.41 0.0309 -0.0022
MLI / Mueller Industries, Inc. 0.00 -2.44 0.24 5.29 0.0302 -0.0004
DWMF / WisdomTree Trust - WisdomTree International Multifactor Fund 0.01 0.24 0.0300 0.0300
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -3.11 0.24 7.24 0.0299 0.0002
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.00 1.25 0.23 14.71 0.0296 0.0021
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.01 0.23 0.0288 0.0288
OIA / Invesco Municipal Income Opportunities Trust 0.04 0.65 0.22 -3.86 0.0284 -0.0031
KO / The Coca-Cola Company 0.00 8.40 0.22 8.21 0.0284 0.0005
BIO / Bio-Rad Laboratories, Inc. 0.00 0.00 0.22 1.82 0.0284 -0.0013
BRO / Brown & Brown, Inc. 0.00 -94.37 0.22 -95.07 0.0283 -0.5834
LOW / Lowe's Companies, Inc. 0.00 3.75 0.22 1.84 0.0280 -0.0013
HUBB / Hubbell Incorporated 0.00 -95.49 0.22 -94.41 0.0278 -0.5024
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 0.09 0.22 4.29 0.0278 -0.0006
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF 0.00 -97.83 0.22 -97.91 0.0276 -1.3801
CSCO / Cisco Systems, Inc. 0.00 0.22 0.0273 0.0273
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 0.00 0.46 0.21 -1.44 0.0260 -0.0022
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF 0.00 0.21 0.0260 0.0260
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -97.73 0.21 -97.49 0.0259 -1.0730
NEA / Nuveen AMT-Free Quality Municipal Income Fund 0.01 2.70 0.15 1.39 0.0184 -0.0011
RELL / Richardson Electronics, Ltd. 0.01 0.00 0.10 -12.61 0.0124 -0.0027
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
LIN / Linde plc 0.00 -100.00 0.00 0.0000
CAT / Caterpillar Inc. 0.00 -100.00 0.00 0.0000
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF 0.00 -100.00 0.00 0.0000
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -100.00 0.00 0.0000
AMGN / Amgen Inc. 0.00 -100.00 0.00 0.0000
LW / Lamb Weston Holdings, Inc. 0.00 -100.00 0.00 0.0000
HSY / The Hershey Company 0.00 -100.00 0.00 0.0000
NOG / Northern Oil and Gas, Inc. 0.00 -100.00 0.00 -100.00 -0.2260