Baker Tilly Financial as of Dec. 31, 2020
Portfolio Holdings for Baker Tilly Financial
Baker Tilly Financial holds 337 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.3 | $14M | 106k | 132.69 | |
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 3.7 | $12M | 237k | 51.04 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.7 | $12M | 217k | 55.29 | |
Microsoft Corporation (MSFT) | 3.0 | $9.7M | 44k | 222.42 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $9.7M | 26k | 373.88 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.7 | $8.7M | 101k | 86.38 | |
Amazon (AMZN) | 1.6 | $5.0M | 1.5k | 3256.63 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $5.0M | 13k | 375.41 | |
Facebook Cl A (META) | 1.3 | $4.4M | 16k | 273.17 | |
Tesla Motors (TSLA) | 1.2 | $3.9M | 5.5k | 705.72 | |
Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 1.2 | $3.8M | 116k | 33.07 | |
Ishares Tr S&p 100 Etf (OEF) | 1.2 | $3.8M | 22k | 171.65 | |
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.7M | 2.1k | 1751.89 | |
Adobe Systems Incorporated (ADBE) | 1.1 | $3.6M | 7.2k | 500.14 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.5M | 2.0k | 1752.39 | |
Ishares Msci Jpn Etf New (EWJ) | 1.0 | $3.3M | 49k | 67.56 | |
Abbott Laboratories (ABT) | 1.0 | $3.2M | 29k | 109.48 | |
Johnson & Johnson (JNJ) | 0.9 | $3.0M | 19k | 157.40 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.9 | $3.0M | 13k | 223.52 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.9 | $2.9M | 24k | 119.93 | |
Paypal Holdings (PYPL) | 0.9 | $2.9M | 12k | 234.22 | |
Mastercard Incorporated Cl A (MA) | 0.8 | $2.7M | 7.5k | 356.93 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $2.7M | 10k | 261.19 | |
Starbucks Corporation (SBUX) | 0.8 | $2.6M | 24k | 106.97 | |
Nike CL B (NKE) | 0.8 | $2.6M | 18k | 141.46 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $2.5M | 29k | 86.02 | |
Qualcomm (QCOM) | 0.8 | $2.5M | 16k | 152.37 | |
Visa Com Cl A (V) | 0.8 | $2.4M | 11k | 218.76 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.4M | 10k | 231.86 | |
Ishares Core Msci Emkt (IEMG) | 0.7 | $2.3M | 38k | 62.03 | |
World Gold Tr Spdr Gld Minis | 0.7 | $2.3M | 123k | 18.94 | |
Exxon Mobil Corporation (XOM) | 0.7 | $2.3M | 56k | 41.22 | |
UnitedHealth (UNH) | 0.7 | $2.3M | 6.4k | 350.64 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $2.2M | 51k | 43.95 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $2.1M | 17k | 127.08 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.7 | $2.1M | 69k | 30.72 | |
Zoetis Cl A (ZTS) | 0.6 | $2.1M | 13k | 165.48 | |
salesforce (CRM) | 0.6 | $2.1M | 9.4k | 222.53 | |
Servicenow (NOW) | 0.6 | $2.0M | 3.7k | 550.42 | |
Autodesk (ADSK) | 0.6 | $2.0M | 6.6k | 305.35 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $2.0M | 73k | 27.24 | |
Procter & Gamble Company (PG) | 0.6 | $1.9M | 14k | 139.14 | |
Walt Disney Company (DIS) | 0.6 | $1.9M | 11k | 181.22 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $1.9M | 19k | 100.92 | |
Pepsi (PEP) | 0.6 | $1.9M | 13k | 148.32 | |
Cisco Systems (CSCO) | 0.6 | $1.8M | 40k | 44.76 | |
Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.5 | $1.7M | 12k | 141.36 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.5 | $1.7M | 14k | 124.51 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.6M | 15k | 109.06 | |
Abbvie (ABBV) | 0.5 | $1.5M | 14k | 107.14 | |
Wal-Mart Stores (WMT) | 0.4 | $1.4M | 9.9k | 144.10 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.4M | 5.9k | 241.07 | |
Pfizer (PFE) | 0.4 | $1.4M | 38k | 36.80 | |
Dollar General (DG) | 0.4 | $1.3M | 6.3k | 210.33 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $1.3M | 21k | 61.77 | |
Align Technology (ALGN) | 0.4 | $1.3M | 2.4k | 534.53 | |
Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.3M | 15k | 87.65 | |
Coca-Cola Company (KO) | 0.4 | $1.3M | 23k | 54.82 | |
Novo-nordisk A S Adr (NVO) | 0.4 | $1.3M | 18k | 69.84 | |
Verizon Communications (VZ) | 0.4 | $1.2M | 21k | 58.74 | |
Medtronic SHS (MDT) | 0.4 | $1.2M | 10k | 117.12 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $1.2M | 12k | 96.96 | |
At&t (T) | 0.4 | $1.2M | 42k | 28.77 | |
Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | 17k | 71.50 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $1.2M | 9.7k | 119.97 | |
Target Corporation (TGT) | 0.4 | $1.2M | 6.6k | 176.56 | |
Bill Com Holdings Ord (BILL) | 0.4 | $1.2M | 8.5k | 136.51 | |
Home Depot (HD) | 0.4 | $1.2M | 4.3k | 265.71 | |
Oracle Corporation (ORCL) | 0.4 | $1.1M | 18k | 64.67 | |
Blackline (BL) | 0.4 | $1.1M | 8.5k | 133.37 | |
Fox Factory Hldg (FOXF) | 0.3 | $1.1M | 11k | 105.67 | |
Chevron Corporation (CVX) | 0.3 | $1.1M | 13k | 84.48 | |
Merck & Co (MRK) | 0.3 | $1.1M | 14k | 81.82 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $1.1M | 13k | 81.79 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $1.0M | 26k | 39.67 | |
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.3 | $1.0M | 11k | 91.56 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $1.0M | 2.1k | 483.11 | |
Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.0M | 23k | 44.84 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $1.0M | 19k | 52.39 | |
Gartner (IT) | 0.3 | $1.0M | 6.3k | 160.19 | |
Us Bancorp Del Com New (USB) | 0.3 | $990k | 21k | 46.58 | |
Autohome Sp Adr Rp Cl A (ATHM) | 0.3 | $978k | 9.8k | 99.59 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $973k | 24k | 40.41 | |
McDonald's Corporation (MCD) | 0.3 | $968k | 4.5k | 214.59 | |
Lowe's Companies (LOW) | 0.3 | $940k | 5.9k | 160.44 | |
Illumina (ILMN) | 0.3 | $920k | 2.5k | 370.07 | |
Amgen (AMGN) | 0.3 | $919k | 4.0k | 230.04 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $910k | 15k | 60.13 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $905k | 8.5k | 105.93 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $902k | 1.1k | 817.77 | |
Msci (MSCI) | 0.3 | $885k | 2.0k | 446.29 | |
Waste Management (WM) | 0.3 | $883k | 7.5k | 117.89 | |
Paycom Software (PAYC) | 0.3 | $867k | 1.9k | 452.27 | |
Bank of America Corporation (BAC) | 0.3 | $847k | 28k | 30.31 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $841k | 22k | 38.50 | |
Becton, Dickinson and (BDX) | 0.3 | $838k | 3.3k | 250.30 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $833k | 15k | 55.14 | |
Nextera Energy (NEE) | 0.3 | $826k | 11k | 77.12 | |
Royal Gold (RGLD) | 0.3 | $814k | 7.7k | 106.31 | |
Philip Morris International (PM) | 0.3 | $812k | 9.8k | 82.83 | |
C H Robinson Worldwide Com New (CHRW) | 0.2 | $804k | 8.6k | 93.89 | |
Avalara | 0.2 | $795k | 4.8k | 164.84 | |
Eli Lilly & Co. (LLY) | 0.2 | $784k | 4.6k | 168.86 | |
MarketAxess Holdings (MKTX) | 0.2 | $774k | 1.4k | 570.80 | |
Unilever Spon Adr New (UL) | 0.2 | $759k | 13k | 60.35 | |
Wisdomtree Tr Chinadiv Ex Fi (CXSE) | 0.2 | $745k | 11k | 65.80 | |
Ishares Tr Msci Usa Value (VLUE) | 0.2 | $730k | 8.4k | 86.96 | |
PNC Financial Services (PNC) | 0.2 | $700k | 4.7k | 149.00 | |
International Business Machines (IBM) | 0.2 | $692k | 5.5k | 125.84 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $685k | 9.0k | 76.42 | |
Mccormick & Co Com Non Vtg (MKC) | 0.2 | $678k | 7.1k | 95.59 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $677k | 16k | 42.17 | |
CVS Caremark Corporation (CVS) | 0.2 | $671k | 9.8k | 68.26 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $663k | 11k | 60.95 | |
Novartis Sponsored Adr (NVS) | 0.2 | $662k | 7.0k | 94.46 | |
Caterpillar (CAT) | 0.2 | $662k | 3.6k | 182.12 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $653k | 5.6k | 117.17 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $653k | 14k | 45.45 | |
Duke Energy Corp Com New (DUK) | 0.2 | $650k | 7.1k | 91.59 | |
3M Company (MMM) | 0.2 | $649k | 3.7k | 174.79 | |
Enbridge (ENB) | 0.2 | $648k | 20k | 32.01 | |
Duck Creek Technologies SHS | 0.2 | $645k | 15k | 43.32 | |
Morningstar (MORN) | 0.2 | $645k | 2.8k | 231.60 | |
Bristol Myers Squibb (BMY) | 0.2 | $622k | 10k | 62.04 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.2 | $618k | 15k | 41.28 | |
Aaon Com Par $0.004 (AAON) | 0.2 | $615k | 9.2k | 66.60 | |
Heico Corp Cl A (HEI.A) | 0.2 | $610k | 5.2k | 117.11 | |
Citigroup Com New (C) | 0.2 | $607k | 9.8k | 61.66 | |
Dominion Resources (D) | 0.2 | $606k | 8.1k | 75.23 | |
Honeywell International (HON) | 0.2 | $573k | 2.7k | 212.62 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $567k | 1.6k | 343.84 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $567k | 5.0k | 113.49 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $566k | 15k | 37.19 | |
Aspen Technology | 0.2 | $563k | 4.3k | 130.26 | |
General Dynamics Corporation (GD) | 0.2 | $561k | 3.8k | 148.77 | |
Altria (MO) | 0.2 | $556k | 14k | 41.00 | |
Ishares Tr Mbs Etf (MBB) | 0.2 | $548k | 5.0k | 110.04 | |
Edison International (EIX) | 0.2 | $529k | 8.4k | 62.81 | |
Morgan Stanley Com New (MS) | 0.2 | $528k | 7.7k | 68.59 | |
Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.2 | $525k | 16k | 33.10 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $521k | 6.4k | 81.97 | |
Applied Materials (AMAT) | 0.2 | $520k | 6.0k | 86.36 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $518k | 1.1k | 487.76 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $514k | 3.7k | 138.02 | |
Synopsys (SNPS) | 0.2 | $511k | 2.0k | 259.00 | |
Wells Fargo & Company (WFC) | 0.2 | $510k | 17k | 30.20 | |
Linde SHS | 0.2 | $503k | 1.9k | 263.35 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $500k | 5.2k | 97.09 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $494k | 4.7k | 104.51 | |
General Mills (GIS) | 0.1 | $485k | 8.2k | 58.84 | |
Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $483k | 2.8k | 170.73 | |
Agnico (AEM) | 0.1 | $483k | 6.8k | 70.52 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 0.1 | $483k | 32k | 15.27 | |
Ncino | 0.1 | $477k | 6.6k | 72.47 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $477k | 1.5k | 314.02 | |
Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.1 | $471k | 18k | 26.99 | |
Broadcom (AVGO) | 0.1 | $471k | 1.1k | 437.73 | |
Intel Corporation (INTC) | 0.1 | $470k | 9.4k | 49.78 | |
BlackRock (BLK) | 0.1 | $464k | 643.00 | 721.62 | |
Shopify Cl A (SHOP) | 0.1 | $461k | 407.00 | 1132.68 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $455k | 6.2k | 72.94 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $451k | 15k | 30.78 | |
Pimco CA Municipal Income Fund (PCQ) | 0.1 | $449k | 25k | 18.00 | |
Omni (OMC) | 0.1 | $440k | 7.0k | 62.43 | |
Varian Medical Systems | 0.1 | $439k | 2.5k | 174.97 | |
Church & Dwight (CHD) | 0.1 | $438k | 5.0k | 87.15 | |
Goosehead Ins Com Cl A (GSHD) | 0.1 | $437k | 3.5k | 124.71 | |
Automatic Data Processing (ADP) | 0.1 | $436k | 2.5k | 176.16 | |
Biogen Idec (BIIB) | 0.1 | $435k | 1.8k | 244.66 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $434k | 1.3k | 327.55 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $433k | 2.7k | 160.67 | |
Fox Corp Cl A Com (FOXA) | 0.1 | $428k | 15k | 29.13 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $420k | 4.1k | 102.59 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $414k | 12k | 34.42 | |
W.R. Berkley Corporation (WRB) | 0.1 | $413k | 6.2k | 66.48 | |
Nutrien (NTR) | 0.1 | $408k | 8.5k | 48.12 | |
Horizon Therapeutics Pub L SHS | 0.1 | $408k | 5.6k | 73.20 | |
FactSet Research Systems (FDS) | 0.1 | $407k | 1.2k | 332.24 | |
Air Products & Chemicals (APD) | 0.1 | $405k | 1.5k | 272.91 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $405k | 1.1k | 353.71 | |
Texas Instruments Incorporated (TXN) | 0.1 | $404k | 2.5k | 164.16 | |
International Flavors & Fragrances (IFF) | 0.1 | $401k | 3.7k | 108.73 | |
Etsy (ETSY) | 0.1 | $400k | 2.2k | 177.86 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $396k | 6.4k | 62.21 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $396k | 3.1k | 128.03 | |
ConocoPhillips (COP) | 0.1 | $395k | 9.9k | 40.03 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $393k | 2.2k | 178.39 | |
Generac Holdings (GNRC) | 0.1 | $389k | 1.7k | 227.22 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $387k | 4.0k | 96.08 | |
NVIDIA Corporation (NVDA) | 0.1 | $387k | 741.00 | 522.27 | |
Digital Realty Trust (DLR) | 0.1 | $384k | 2.8k | 139.53 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $383k | 3.1k | 123.71 | |
Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $382k | 3.6k | 104.86 | |
Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $373k | 11k | 32.86 | |
Microchip Technology (MCHP) | 0.1 | $369k | 2.7k | 138.20 | |
West Pharmaceutical Services (WST) | 0.1 | $366k | 1.3k | 283.06 | |
Wec Energy Group (WEC) | 0.1 | $366k | 4.0k | 92.12 | |
Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $366k | 11k | 32.54 | |
United Rentals (URI) | 0.1 | $362k | 1.6k | 232.05 | |
American Express Company (AXP) | 0.1 | $361k | 3.0k | 121.02 | |
Cintas Corporation (CTAS) | 0.1 | $361k | 1.0k | 353.57 | |
Akamai Technologies (AKAM) | 0.1 | $361k | 3.4k | 105.13 | |
Emerson Electric (EMR) | 0.1 | $357k | 4.4k | 80.46 | |
Cbre Group Cl A (CBRE) | 0.1 | $357k | 5.7k | 62.81 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $356k | 13k | 28.24 | |
Copart (CPRT) | 0.1 | $355k | 2.8k | 127.19 | |
Realty Income (O) | 0.1 | $354k | 5.7k | 62.14 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $354k | 2.7k | 130.15 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $353k | 7.5k | 47.15 | |
Republic Services (RSG) | 0.1 | $351k | 3.6k | 96.35 | |
Diageo Spon Adr New (DEO) | 0.1 | $347k | 2.2k | 158.66 | |
Xylem (XYL) | 0.1 | $344k | 3.4k | 101.93 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $342k | 3.7k | 91.91 | |
Annaly Capital Management | 0.1 | $342k | 41k | 8.44 | |
Masco Corporation (MAS) | 0.1 | $341k | 6.2k | 54.86 | |
First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $336k | 4.7k | 72.04 | |
Pool Corporation (POOL) | 0.1 | $330k | 886.00 | 372.46 | |
Ishares Msci Switzerland (EWL) | 0.1 | $329k | 7.4k | 44.66 | |
Cigna Corp (CI) | 0.1 | $328k | 1.6k | 207.99 | |
Take-Two Interactive Software (TTWO) | 0.1 | $327k | 1.6k | 208.02 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $324k | 53k | 6.18 | |
SPS Commerce (SPSC) | 0.1 | $324k | 3.0k | 108.43 | |
Williams-Sonoma (WSM) | 0.1 | $322k | 3.2k | 101.71 | |
Alcon Ord Shs (ALC) | 0.1 | $322k | 4.9k | 66.04 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.1 | $321k | 26k | 12.54 | |
Icon SHS (ICLR) | 0.1 | $318k | 1.6k | 195.21 | |
Spotify Technology S A SHS (SPOT) | 0.1 | $317k | 1.0k | 315.11 | |
Netflix (NFLX) | 0.1 | $316k | 584.00 | 541.10 | |
Grocery Outlet Hldg Corp (GO) | 0.1 | $315k | 8.0k | 39.24 | |
Commerce Bancshares (CBSH) | 0.1 | $315k | 4.8k | 65.75 | |
Danaher Corporation (DHR) | 0.1 | $314k | 1.4k | 222.07 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $312k | 4.7k | 66.09 | |
Ishares Tr Short Treas Bd (SHV) | 0.1 | $310k | 2.8k | 110.36 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $308k | 4.5k | 67.89 | |
Ishares Tr Cybersecurity (IHAK) | 0.1 | $307k | 7.6k | 40.37 | |
Fortinet (FTNT) | 0.1 | $307k | 2.1k | 148.31 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $306k | 3.4k | 88.82 | |
Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $303k | 11k | 28.30 | |
Ishares Tr Msci Usa Sze Ft (SIZE) | 0.1 | $301k | 2.7k | 111.11 | |
Stoneco Com Cl A (STNE) | 0.1 | $300k | 3.6k | 83.87 | |
Costco Wholesale Corporation (COST) | 0.1 | $300k | 795.00 | 377.36 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $294k | 2.7k | 108.29 | |
Monolithic Power Systems (MPWR) | 0.1 | $294k | 803.00 | 366.13 | |
Thomson Reuters Corp. Com New | 0.1 | $292k | 3.6k | 81.93 | |
Manulife Finl Corp (MFC) | 0.1 | $292k | 16k | 17.82 | |
Watsco, Incorporated (WSO) | 0.1 | $291k | 1.3k | 226.46 | |
Barrick Gold Corp (GOLD) | 0.1 | $285k | 13k | 22.81 | |
Ishares Tr Genomics Immun (IDNA) | 0.1 | $285k | 6.2k | 45.98 | |
ResMed (RMD) | 0.1 | $285k | 1.3k | 212.69 | |
Best Buy (BBY) | 0.1 | $284k | 2.8k | 99.89 | |
Charles Schwab Corporation (SCHW) | 0.1 | $278k | 5.2k | 52.98 | |
United Parcel Service CL B (UPS) | 0.1 | $278k | 1.7k | 168.48 | |
Lennar Corp Cl A (LEN) | 0.1 | $277k | 3.6k | 76.33 | |
Xcel Energy (XEL) | 0.1 | $277k | 4.1k | 66.76 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $277k | 2.1k | 134.92 | |
Huntsman Corporation (HUN) | 0.1 | $276k | 11k | 25.12 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $275k | 3.2k | 86.21 | |
Kla Corp Com New (KLAC) | 0.1 | $274k | 1.1k | 258.73 | |
Lam Research Corporation (LRCX) | 0.1 | $274k | 581.00 | 471.60 | |
Lockheed Martin Corporation (LMT) | 0.1 | $273k | 768.00 | 355.47 | |
Royal Dutch Shell Spon Adr B | 0.1 | $269k | 8.0k | 33.65 | |
Boeing Company (BA) | 0.1 | $268k | 1.3k | 214.06 | |
Elastic N V Ord Shs (ESTC) | 0.1 | $267k | 1.8k | 146.14 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $267k | 2.9k | 93.36 | |
FedEx Corporation (FDX) | 0.1 | $265k | 1.0k | 259.80 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $264k | 686.00 | 384.84 | |
Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $262k | 6.0k | 43.74 | |
Expeditors International of Washington (EXPD) | 0.1 | $262k | 2.8k | 95.10 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $261k | 2.7k | 95.01 | |
Mgm Growth Pptys Cl A Com | 0.1 | $259k | 8.3k | 31.30 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $258k | 1.2k | 206.90 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $257k | 1.3k | 203.16 | |
Glaukos (GKOS) | 0.1 | $257k | 3.4k | 75.23 | |
Charles River Laboratories (CRL) | 0.1 | $257k | 1.0k | 250.00 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $257k | 8.2k | 31.39 | |
Sony Corp Sponsored Adr (SONY) | 0.1 | $255k | 2.5k | 101.07 | |
United Ins Hldgs (ACIC) | 0.1 | $253k | 44k | 5.72 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $252k | 4.0k | 63.70 | |
Keysight Technologies (KEYS) | 0.1 | $251k | 1.9k | 131.97 | |
Atlassian Corp Cl A | 0.1 | $249k | 1.1k | 233.80 | |
Valero Energy Corporation (VLO) | 0.1 | $247k | 4.4k | 56.47 | |
Entegris (ENTG) | 0.1 | $246k | 2.6k | 96.21 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $244k | 1.7k | 140.72 | |
Store Capital Corp reit | 0.1 | $244k | 7.2k | 33.91 | |
Diodes Incorporated (DIOD) | 0.1 | $242k | 3.4k | 70.53 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $242k | 1.1k | 230.26 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $239k | 9.2k | 25.91 | |
Mettler-Toledo International (MTD) | 0.1 | $239k | 210.00 | 1138.10 | |
Oneok (OKE) | 0.1 | $239k | 6.2k | 38.46 | |
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.1 | $237k | 12k | 20.48 | |
Skyworks Solutions (SWKS) | 0.1 | $234k | 1.5k | 152.94 | |
AES Corporation (AES) | 0.1 | $232k | 9.9k | 23.46 | |
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) | 0.1 | $229k | 2.5k | 93.47 | |
Sun Communities (SUI) | 0.1 | $228k | 1.5k | 151.90 | |
First Republic Bank/san F (FRCB) | 0.1 | $228k | 1.6k | 147.00 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $227k | 8.7k | 25.97 | |
Solaredge Technologies (SEDG) | 0.1 | $227k | 711.00 | 319.27 | |
V.F. Corporation (VFC) | 0.1 | $225k | 2.6k | 85.26 | |
Humana (HUM) | 0.1 | $223k | 543.00 | 410.68 | |
Spdr Ser Tr Portfli Mortgage (SPMB) | 0.1 | $222k | 8.4k | 26.45 | |
Qualys (QLYS) | 0.1 | $221k | 1.8k | 121.83 | |
Phillips 66 (PSX) | 0.1 | $221k | 3.2k | 69.83 | |
Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $219k | 4.4k | 49.77 | |
Burlington Stores (BURL) | 0.1 | $217k | 831.00 | 261.13 | |
IDEX Corporation (IEX) | 0.1 | $217k | 1.1k | 199.63 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $214k | 2.0k | 107.70 | |
Public Service Enterprise (PEG) | 0.1 | $214k | 3.7k | 58.36 | |
General Electric Company | 0.1 | $213k | 20k | 10.82 | |
Steris Shs Usd (STE) | 0.1 | $212k | 1.1k | 189.62 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $211k | 2.4k | 87.26 | |
Palo Alto Networks (PANW) | 0.1 | $210k | 592.00 | 354.73 | |
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $209k | 8.2k | 25.64 | |
Ball Corporation (BALL) | 0.1 | $209k | 2.2k | 93.14 | |
Raymond James Financial (RJF) | 0.1 | $209k | 2.2k | 95.78 | |
Gilead Sciences (GILD) | 0.1 | $209k | 3.6k | 58.35 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $209k | 1.2k | 181.74 | |
Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $208k | 5.0k | 41.78 | |
Xilinx | 0.1 | $208k | 1.5k | 141.69 | |
Baxter International (BAX) | 0.1 | $207k | 2.6k | 80.33 | |
Ciena Corp Com New (CIEN) | 0.1 | $206k | 3.9k | 52.87 | |
Sherwin-Williams Company (SHW) | 0.1 | $204k | 277.00 | 736.46 | |
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $204k | 1.2k | 168.04 | |
Cooper Cos Com New | 0.1 | $203k | 559.00 | 363.15 | |
eBay (EBAY) | 0.1 | $203k | 4.0k | 50.35 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $202k | 1.7k | 118.75 | |
Floor & Decor Hldgs Cl A (FND) | 0.1 | $202k | 2.2k | 92.75 | |
Leidos Holdings (LDOS) | 0.1 | $201k | 1.9k | 105.07 | |
New Residential Invt Corp Com New (RITM) | 0.1 | $200k | 20k | 9.92 | |
Qurate Retail Com Ser A (QRTEA) | 0.0 | $160k | 15k | 10.95 | |
Whitehorse Finance (WHF) | 0.0 | $150k | 11k | 13.64 | |
Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $116k | 17k | 6.89 | |
Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $108k | 20k | 5.40 | |
Technipfmc (FTI) | 0.0 | $101k | 11k | 9.40 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $69k | 16k | 4.46 | |
Trivago N V Spon Ads A Shs | 0.0 | $48k | 20k | 2.44 | |
Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $29k | 12k | 2.52 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $22k | 12k | 1.92 |