Sandy Spring Bank historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 18 quarters from 2013-06-30 to 2025-03-31, Sandy Spring Bank opened 555 positions, added to 1,009, reduced 909 and sold out of 453.
- Q1 2025: Stock IQLT; Country of operation —; Class MSCI INTL QUALTY; Shares before 656,285.
- Q1 2025: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 2,451,890.
- Q1 2025: Stock XMHQ; Country of operation —; Class S&P MDCP QUALITY; Shares before 70,271.
- Q1 2025: Stock IBDW; Country of operation —; Class IBONDS DEC 2031; Shares before 185.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1457833), 18 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 656,285 | 917,606 | +261,321 | $24,361,286 | $36,419,768 | +$12,058,482 | 2025-05-12 |
|---|
| Q1 2025 | IJH
ISHARES S&P MIDCAP 400 INDEX | | CORE S&P MCP ETF | 2,451,890 | 2,482,907 | +31,017 | $152,777,237 | $144,877,621 | -$7,899,616 | 2025-05-12 |
|---|
| Q1 2025 | XMHQ
INVESCO EXCHANGE TRADED FD T | | S&P MDCP QUALITY | 70,271 | 156,172 | +85,901 | $6,919,586 | $14,294,424 | +$7,374,838 | 2025-05-12 |
|---|
| Q1 2025 | IBDW
ISHARES TR | | IBONDS DEC 2031 | 185 | 271,734 | +271,549 | $3,765 | $5,638,481 | +$5,634,716 | 2025-05-12 |
|---|
| Q1 2025 | IJR
ISHARES S&P SMALLCAP 600 INDEX FUND | | CORE S&P SCP ETF | 675,016 | 694,813 | +19,797 | $77,775,240 | $72,656,570 | -$5,118,670 | 2025-05-12 |
|---|
| Q1 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 236,780 | 241,147 | +4,367 | $139,387,186 | $135,500,669 | -$3,886,517 | 2025-05-12 |
|---|
| Q1 2025 | IJK
ISHARES S&P MIDCAP 400 GROWTH INDEX FUND | | S&P MC 400GR ETF | 168,479 | 224,095 | +55,616 | $15,319,814 | $18,662,600 | +$3,342,786 | 2025-05-12 |
|---|
| Q1 2025 | RDVY
FIRST TR EXCHANGE TRADED FD | | RISNG DIVD ACHIV | 46,248 | 89,194 | +42,946 | $2,735,091 | $5,221,403 | +$2,486,312 | 2025-05-12 |
|---|
| Q1 2025 | VEA
VANGUARD MSCI EAFE ETF | | VAN FTSE DEV MKT | 490,542 | 504,215 | +13,673 | $23,457,720 | $25,629,261 | +$2,171,541 | 2025-05-12 |
|---|
| Q1 2025 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 734,893 | 770,714 | +35,821 | $42,278,415 | $44,038,619 | +$1,760,204 | 2025-05-12 |
|---|
| Q1 2025 | DBEF
DBX ETF TR | | XTRACK MSCI EAFE | 31,872 | 58,252 | +26,380 | $1,319,505 | $2,522,331 | +$1,202,826 | 2025-05-12 |
|---|
| Q1 2025 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 187,920 | 208,811 | +20,891 | $9,465,520 | $10,572,091 | +$1,106,571 | 2025-05-12 |
|---|
| Q1 2025 | IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF | | CORE MSCI EMKT | 48,086 | 64,818 | +16,732 | $2,511,034 | $3,498,228 | +$987,194 | 2025-05-12 |
|---|
| Q1 2025 | VCIT
VANGUARD INT TERM CORP | | INT-TERM CORP | 47,906 | 57,764 | +9,858 | $3,845,484 | $4,722,776 | +$877,292 | 2025-05-12 |
|---|
| Q1 2025 | IBDZ
ISHARES IBONDS DEC 2034 CORP ETF | | IBONDS DEC 2034 | 141,398 | 170,318 | +28,920 | $3,598,579 | $4,391,718 | +$793,139 | 2025-05-12 |
|---|
| Q1 2025 | MUNI
PIMCO ETF TR | | INTER MUN BD ACT | 20,458 | 33,506 | +13,048 | $1,058,311 | $1,727,242 | +$668,931 | 2025-05-12 |
|---|
| Q1 2025 | IBDY
ISHARES IBONDS DEC 2033 CORP ETF | | IBONDS DEC 2033 | 178,121 | 197,294 | +19,173 | $4,470,837 | $5,042,835 | +$571,998 | 2025-05-12 |
|---|
| Q1 2025 | DFAT
DIMENSIONAL ETF TRUST | | US TARGETED VLU | 258,606 | 289,000 | +30,394 | $14,394,013 | $14,880,615 | +$486,602 | 2025-05-12 |
|---|
| Q1 2025 | FDVV
FIDELITY COVINGTON TRUST | | HIGH DIVID ETF | 305 | 9,518 | +9,213 | $15,248 | $472,084 | +$456,836 | 2025-05-12 |
|---|
| Q1 2025 | IWB
ISHARES RUSSELL 1000 INDEX FUND | | RUS 1000 ETF | 29,809 | 29,906 | +97 | $9,603,304 | $9,173,408 | -$429,896 | 2025-05-12 |
|---|
| Q1 2025 | IBDX
ISHARES IBONDS DEC 2032 CORP ETF | | IBONDS DEC 2032 | 202,981 | 216,387 | +13,406 | $4,989,273 | $5,407,511 | +$418,238 | 2025-05-12 |
|---|
| Q1 2025 | XLB
MATERIALS SELECT SECTOR SPDR TRUST | | SBI MATERIALS | 75,694 | 78,647 | +2,953 | $6,368,894 | $6,762,069 | +$393,175 | 2025-05-12 |
|---|
| Q1 2025 | VUG
VANGUARD GROWTH ETF | | GROWTH ETF | 32,841 | 35,338 | +2,497 | $13,479,392 | $13,104,055 | -$375,337 | 2025-05-12 |
|---|
| Q1 2025 | IBDT
ISHARES IBONDS DEC 2028 CORP ETF | | IBDS DEC28 ETF | 226,686 | 237,771 | +11,085 | $5,644,481 | $6,006,095 | +$361,614 | 2025-05-12 |
|---|
| Q1 2025 | DFLV
DIMENSIONAL ETF TRUST | | US LARGE CAP VAL | 136,099 | 145,271 | +9,172 | $4,087,056 | $4,440,933 | +$353,877 | 2025-05-12 |
|---|
| Q1 2025 | VWO
VANGUARD MSCI EMERGING MARKETS ETF | | FTSE EMR MKT ETF | 197,143 | 199,516 | +2,373 | $8,682,158 | $9,030,099 | +$347,941 | 2025-05-12 |
|---|
| Q1 2025 | IBDU
ISHARES IBONDS DEC 2029 CORP ETF | | IBONDS DEC 29 | 238,086 | 249,015 | +10,929 | $5,428,361 | $5,759,717 | +$331,356 | 2025-05-12 |
|---|
| Q1 2025 | VCSH
VANGUARD SHORT TERM CORPORATE BOND ETF | | SHRT TRM CORP BD | 44,746 | 48,286 | +3,540 | $3,490,636 | $3,811,698 | +$321,062 | 2025-05-12 |
|---|
| Q1 2025 | IBDV
ISHARES IBONDS DEC 2030 CORP ETF | | IBONDS DEC 2030 | 244,861 | 255,389 | +10,528 | $5,230,231 | $5,547,049 | +$316,818 | 2025-05-12 |
|---|
| Q1 2025 | IBDS
ISHARES IBONDS DEC 2027 CORP ETF | | IBONDS 27 ETF | 238,974 | 249,431 | +10,457 | $5,725,817 | $6,031,242 | +$305,425 | 2025-05-12 |
|---|
| Q1 2025 | DFUS
DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 104,162 | 104,898 | +736 | $6,640,356 | $6,344,209 | -$296,147 | 2025-05-12 |
|---|
| Q1 2025 | IBDR
ISHARES IBONDS DEC 2026 CORP ETF | | IBONDS DEC2026 | 237,225 | 245,963 | +8,738 | $5,710,006 | $5,954,764 | +$244,758 | 2025-05-12 |
|---|
| Q1 2025 | DFAR
DIMENSIONAL ETF TRUST | | US REAL ESTATE E | 12,187 | 21,900 | +9,713 | $283,587 | $520,557 | +$236,970 | 2025-05-12 |
|---|
| Q1 2025 | DIA
SPDR DOW JONES INDUSTRIAL AVG ETF | | UT SER 1 | 116 | 682 | +566 | $49,341 | $286,243 | +$236,902 | 2025-05-12 |
|---|
| Q1 2025 | IBMR
ISHARES IBONDS DEC 2029 MUNI ETF | | IBONDS DEC 2029 | 48,305 | 57,229 | +8,924 | $1,206,659 | $1,433,014 | +$226,355 | 2025-05-12 |
|---|
| Q1 2025 | IBMS
ISHARES IBONDS DEC 2030 MUNI ETF | | IBONDS DEC 2030 | 43,029 | 51,760 | +8,731 | $1,091,431 | $1,314,704 | +$223,273 | 2025-05-12 |
|---|
| Q1 2025 | IBMQ
ISHARES IBONDS DEC 2028 MUNI ETF | | IBONDS DEC 28 | 53,702 | 61,833 | +8,131 | $1,352,216 | $1,563,757 | +$211,541 | 2025-05-12 |
|---|
| Q1 2025 | DFAS
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 50,029 | 50,955 | +926 | $3,255,897 | $3,044,571 | -$211,326 | 2025-05-12 |
|---|
| Q1 2025 | IEFA
ISHARES CORE MSCI EAFE ETF | | CORE MSCI EAFE | 8,981 | 10,209 | +1,228 | $631,194 | $772,321 | +$141,127 | 2025-05-12 |
|---|
| Q1 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 815 | 3,877 | +3,062 | $43,236 | $181,483 | +$138,247 | 2025-05-12 |
|---|
| Q1 2025 | VB
VANGUARD SMALL CAP ETF | | SMALL CP ETF | 21,119 | 22,316 | +1,197 | $5,074,435 | $4,948,621 | -$125,814 | 2025-05-12 |
|---|
| Q1 2025 | IWR
ISHARES RUSSELL MIDCAP INDEX FUND | | RUS MID CAP ETF | 39,173 | 39,251 | +78 | $3,462,894 | $3,339,084 | -$123,810 | 2025-05-12 |
|---|
| Q1 2025 | VGIT
VANGUARD INTERMEDIATE TERM TREASURY ETF | | INTER TERM TREAS | 32,816 | 33,833 | +1,017 | $1,903,328 | $2,009,681 | +$106,353 | 2025-05-12 |
|---|
| Q1 2025 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 150,111 | 168,059 | +17,948 | $15,506,467 | $15,594,195 | +$87,728 | 2025-05-12 |
|---|
| Q1 2025 | IYH
ISHARES DOW JONES US HEALTHCARE SECTOR INDEX | | US HLTHCARE ETF | 5,485 | 6,685 | +1,200 | $319,613 | $407,051 | +$87,438 | 2025-05-12 |
|---|
| Q1 2025 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 12,355 | 12,455 | +100 | $1,086,005 | $1,001,021 | -$84,984 | 2025-05-12 |
|---|
| Q1 2025 | AGG
ISHARES LEHMAN AGGREGATE BOND FUND | | CORE US AGGBD ET | 18,417 | 18,899 | +482 | $1,784,608 | $1,869,489 | +$84,881 | 2025-05-12 |
|---|
| Q1 2025 | SUSA
ISHARES TR | | MSCI USA ESG SLC | 832 | 1,565 | +733 | $101,163 | $179,772 | +$78,609 | 2025-05-12 |
|---|
| Q1 2025 | DFIV
DIMENSIONAL ETF TRUST | | INTERNATNAL VAL | 9,946 | 10,914 | +968 | $352,900 | $429,590 | +$76,690 | 2025-05-12 |
|---|
| Q1 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 3,988 | 4,052 | +64 | $2,148,550 | $2,082,254 | -$66,296 | 2025-05-12 |
|---|
| Q1 2025 | VO
VANGUARD MID-CAP ETF INDEX FDS | | MID CAP ETF | 6,468 | 6,841 | +373 | $1,708,394 | $1,769,220 | +$60,826 | 2025-05-12 |
|---|
| Q1 2025 | SCHX
SCHWAB US LARGE-CAP ETF | | US LRG CAP ETF | 64,069 | 64,574 | +505 | $1,485,114 | $1,425,785 | -$59,329 | 2025-05-12 |
|---|
| Q1 2025 | VDE
VANGUARD WORLD FD | | ENERGY ETF | 6,186 | 6,236 | +50 | $750,423 | $808,895 | +$58,472 | 2025-05-12 |
|---|
| Q1 2025 | KRE
SPDR S&P REGIONAL BANKING ETF | | S&P REGL BKG | 41,833 | 43,558 | +1,725 | $2,524,647 | $2,476,261 | -$48,386 | 2025-05-12 |
|---|
| Q1 2025 | DFSV
DIMENSIONAL ETF TRUST | | US SMALL CAP VAL | 55,509 | 59,012 | +3,503 | $1,708,572 | $1,661,175 | -$47,397 | 2025-05-12 |
|---|
| Q1 2025 | SPMD
SPDR SER TR | | PORTFOLIO S&P400 | 5,861 | 6,993 | +1,132 | $320,560 | $357,887 | +$37,327 | 2025-05-12 |
|---|
| Q1 2025 | IBMP
ISHARES IBONDS DEC 2027 MUNI ETF | | IBONDS DEC 27 | 44,485 | 45,616 | +1,131 | $1,118,353 | $1,153,172 | +$34,819 | 2025-05-12 |
|---|
| Q1 2025 | HDV
ISHARES HIGH DIVIDEND ETF | | CORE HIGH DV ETF | 750 | 967 | +217 | $84,195 | $117,124 | +$32,929 | 2025-05-12 |
|---|
| Q1 2025 | SCHF
SCHWAB INTL EQUITY ETF | | INTL EQTY ETF | 18,252 | 18,689 | +437 | $337,660 | $369,660 | +$32,000 | 2025-05-12 |
|---|
| Q1 2025 | VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 2,195 | 2,199 | +4 | $592,005 | $565,325 | -$26,680 | 2025-05-12 |
|---|
| Q1 2025 | SCHA
SCHWAB US SMALL- CAP ETF | | US SML CAP ETF | 12,400 | 12,549 | +149 | $320,652 | $294,032 | -$26,620 | 2025-05-12 |
|---|
| Q1 2025 | GDX
VANECK VECTORS GOLD MINERS ETF | | GOLD MINERS ETF | 1,136 | 1,412 | +276 | $38,511 | $64,894 | +$26,383 | 2025-05-12 |
|---|
| Q1 2025 | SOXX
ISHARES TR PHLX SEMICONDUCTOR ETF | | ISHARES SEMICDTR | 948 | 949 | +1 | $204,368 | $178,503 | -$25,865 | 2025-05-12 |
|---|
| Q1 2025 | IJS
ISHARES S&P SMALLCAP 600 VALUE INDEX | | SP SMCP600VL ETF | 2,300 | 2,305 | +5 | $249,803 | $224,692 | -$25,111 | 2025-05-12 |
|---|
| Q1 2025 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 292 | 580 | +288 | $20,648 | $45,194 | +$24,546 | 2025-05-12 |
|---|
| Q1 2025 | USMV
ISHARES TR | | MSCI USA MIN VOL | 675 | 895 | +220 | $59,934 | $83,826 | +$23,892 | 2025-05-12 |
|---|
| Q1 2025 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 783 | 788 | +5 | $189,556 | $166,584 | -$22,972 | 2025-05-12 |
|---|
| Q1 2025 | SHY
ISHARES | | 1 3 YR TREAS BD | 908 | 1,164 | +256 | $74,438 | $96,298 | +$21,860 | 2025-05-12 |
|---|
| Q1 2025 | RDVI
FIRST TR EXCHANGE-TRADED FD | | FT VEST RIS | 56,003 | 56,350 | +347 | $1,357,504 | $1,336,620 | -$20,884 | 2025-05-12 |
|---|
| Q1 2025 | SCHM
SCHWAB U.S. MID-CAP ETF | | US MID-CAP ETF | 12,793 | 12,814 | +21 | $354,498 | $335,715 | -$18,783 | 2025-05-12 |
|---|
| Q1 2025 | SLYV
SPDR SER TR | | S&P 600 SMCP VAL | 2,209 | 2,219 | +10 | $192,727 | $173,950 | -$18,777 | 2025-05-12 |
|---|
| Q1 2025 | TLT
ISHARES BARCLAYS | | 20 YR TR BD ETF | 64 | 253 | +189 | $5,589 | $23,031 | +$17,442 | 2025-05-12 |
|---|
| Q1 2025 | ITOT
ISHARES TR | | CORE S&P TTL STK | 4,188 | 4,276 | +88 | $538,661 | $521,715 | -$16,946 | 2025-05-12 |
|---|
| Q1 2025 | JEPQ
J P MORGAN EXCHANGE TRADED F | | NASDAQ EQT PREM | 3,893 | 3,916 | +23 | $219,488 | $202,781 | -$16,707 | 2025-05-12 |
|---|
| Q1 2025 | IBMO
ISHARES IBONDS DEC 2026 MUNI ETF | | IBONDS DEC 26 | 43,388 | 43,869 | +481 | $1,104,658 | $1,121,292 | +$16,634 | 2025-05-12 |
|---|
| Q1 2025 | VNQ
VANGUARD REIT ETF | | REAL ESTATE ETF | 6,930 | 6,992 | +62 | $617,306 | $633,067 | +$15,761 | 2025-05-12 |
|---|
| Q1 2025 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 5,679 | 6,312 | +633 | $134,479 | $149,028 | +$14,549 | 2025-05-12 |
|---|
| Q1 2025 | VPU
VANGUARD WORLD FD | | UTILITIES ETF | 426 | 490 | +64 | $69,644 | $83,645 | +$14,001 | 2025-05-12 |
|---|
| Q1 2025 | VHT
VANGUARD HEALTH CARE ETF | | HEALTH CAR ETF | 1,220 | 1,221 | +1 | $309,534 | $323,180 | +$13,646 | 2025-05-12 |
|---|
| Q1 2025 | FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 1,906 | 2,116 | +210 | $63,296 | $76,469 | +$13,173 | 2025-05-12 |
|---|
| Q1 2025 | TQQQ
PROSHARES TR | | ULTRAPRO QQQ | 590 | 615 | +25 | $46,721 | $35,264 | -$11,457 | 2025-05-12 |
|---|
| Q1 2025 | FNDE
SCHWAB STRATEGIC TR | | FUNDAMENTAL EMER | 36 | 402 | +366 | $1,046 | $12,382 | +$11,336 | 2025-05-12 |
|---|
| Q1 2025 | HGER
HARBOR COMMODITY ALL WEATHER STRATEGY ETF | | HARBOR COMMODITY | 2,725 | 2,975 | +250 | $60,319 | $71,549 | +$11,230 | 2025-05-12 |
|---|
| Q1 2025 | VBR
VANGUARD SMALL CAP VALUE ETF | | SM CP VAL ETF | 913 | 914 | +1 | $181,115 | $170,342 | -$10,773 | 2025-05-12 |
|---|
| Q1 2025 | NAD
NUVEEN QUALITY MUNICIPAL INCOME FUND | | COM | 3,035 | 3,998 | +963 | $35,389 | $46,058 | +$10,669 | 2025-05-12 |
|---|
| Q1 2025 | VXF
VANGUARD INDEX FDS | | EXTEND MKT ETF | 534 | 535 | +1 | $101,544 | $92,077 | -$9,467 | 2025-05-12 |
|---|
| Q1 2025 | EDV
VANGUARD WORLD FD | | EXTENDED DUR | 25 | 141 | +116 | $1,693 | $10,027 | +$8,334 | 2025-05-12 |
|---|
| Q1 2025 | FGD
FIRST TR EXCHANGE TRADED FD | | DJ GLBL DIVID | 3,718 | 3,735 | +17 | $82,697 | $90,382 | +$7,685 | 2025-05-12 |
|---|
| Q1 2025 | BTC
GRAYSCALE BITCOIN MINI TR ETF | United States | SHS NEW | 1,974 | 2,073 | +99 | $82,651 | $75,645 | -$7,006 | 2025-05-12 |
|---|
| Q1 2025 | EFV
ISHARES TR | | EAFE VALUE ETF | 719 | 754 | +35 | $37,726 | $44,441 | +$6,715 | 2025-05-12 |
|---|
| Q1 2025 | SHV
ISHARES SHORT TREASURY BOND ETF | | SHORT TREAS BD | 510 | 568 | +58 | $56,156 | $62,742 | +$6,586 | 2025-05-12 |
|---|
| Q1 2025 | PPA
INVESCO EXCHANGE TRADED FD T | | AEROSPACE DEFN | 351 | 393 | +42 | $40,222 | $45,759 | +$5,537 | 2025-05-12 |
|---|
| Q1 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 101 | 158 | +57 | $9,778 | $15,240 | +$5,462 | 2025-05-12 |
|---|
| Q1 2025 | GDXJ
VANECK ETF TRUST | | JUNIOR GOLD MINE | 20 | 110 | +90 | $855 | $6,292 | +$5,437 | 2025-05-12 |
|---|
| Q1 2025 | SSO
PROSHARES TR | | PSHS ULT S&P 500 | 168 | 248 | +80 | $15,542 | $20,530 | +$4,988 | 2025-05-12 |
|---|
| Q1 2025 | FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 1,178 | 1,448 | +270 | $34,988 | $39,661 | +$4,673 | 2025-05-12 |
|---|
| Q1 2025 | QUAL
ISHARES EDGE MSCI USA QUALITY | | MSCI USA QLT FCT | 1,067 | 1,085 | +18 | $190,011 | $185,417 | -$4,594 | 2025-05-12 |
|---|
| Q1 2025 | IIM
INVESCO VALUE MUN INCOME TR | | COM | 4,000 | 4,332 | +332 | $47,566 | $51,860 | +$4,294 | 2025-05-12 |
|---|
| Q1 2025 | HYLB
DBX ETF TR | | XTRACK USD HIGH | 627 | 743 | +116 | $22,605 | $26,853 | +$4,248 | 2025-05-12 |
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| Q1 2025 | SCHH
SCHWAB STRATEGIC TR | | US REIT ETF | 760 | 938 | +178 | $16,015 | $20,180 | +$4,165 | 2025-05-12 |
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