Jackson, Grant Investment Advisers as of Dec. 31, 2020
Portfolio Holdings for Jackson, Grant Investment Advisers
Jackson, Grant Investment Advisers 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 |
---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.0 | $24M | 63k | 373.87 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 8.4 | $17M | 156k | 105.93 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.2 | $16M | 127k | 127.54 | |
Vanguard Specialized Funds Div App Etf (VIG) | 6.9 | $14M | 96k | 141.17 | |
Vanguard Index Fds Mid Cap Etf (VO) | 5.6 | $11M | 53k | 206.78 | |
Ishares Tr Core Us Aggbd Et (AGG) | 5.1 | $10M | 85k | 118.19 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.6 | $5.2M | 92k | 56.23 | |
Ishares Tr Pfd And Incm Sec (PFF) | 2.6 | $5.1M | 132k | 38.51 | |
Procter & Gamble Company (PG) | 2.5 | $4.8M | 35k | 139.13 | |
Microsoft Corporation (MSFT) | 2.3 | $4.4M | 20k | 222.42 | |
Ishares Tr Select Divid Etf (DVY) | 2.0 | $3.9M | 40k | 96.19 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 2.0 | $3.8M | 24k | 160.79 | |
Apple (AAPL) | 1.9 | $3.7M | 28k | 132.68 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $3.5M | 9.2k | 375.39 | |
Abbvie (ABBV) | 1.7 | $3.2M | 30k | 107.16 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.5 | $3.0M | 27k | 113.44 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.4M | 6.9k | 343.64 | |
Johnson & Johnson (JNJ) | 1.2 | $2.3M | 15k | 157.38 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 1.1 | $2.2M | 7.6k | 286.67 | |
Amazon (AMZN) | 1.0 | $1.9M | 582.00 | 3257.73 | |
TJX Companies (TJX) | 0.8 | $1.6M | 24k | 68.29 | |
McDonald's Corporation (MCD) | 0.8 | $1.6M | 7.3k | 214.63 | |
Select Sector Spdr Tr Technology (XLK) | 0.8 | $1.5M | 12k | 130.01 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $1.5M | 27k | 55.20 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.3M | 6.9k | 196.10 | |
Vanguard Index Fds Growth Etf (VUG) | 0.7 | $1.3M | 5.2k | 253.27 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.7 | $1.3M | 16k | 79.89 | |
Coca-Cola Company (KO) | 0.6 | $1.3M | 23k | 54.85 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 6.1k | 194.72 | |
Walt Disney Company (DIS) | 0.6 | $1.1M | 6.2k | 181.10 | |
At&t (T) | 0.6 | $1.1M | 38k | 28.75 | |
Abbott Laboratories (ABT) | 0.5 | $1.0M | 9.3k | 109.45 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $1.0M | 16k | 62.71 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.5 | $945k | 32k | 29.49 | |
Emerson Electric (EMR) | 0.5 | $930k | 12k | 80.38 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $868k | 3.7k | 231.78 | |
Merck & Co (MRK) | 0.4 | $838k | 10k | 81.82 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $825k | 12k | 67.44 | |
CSX Corporation (CSX) | 0.4 | $788k | 8.7k | 90.70 | |
Ishares Tr Micro-cap Etf (IWC) | 0.4 | $778k | 6.6k | 118.63 | |
Pepsi (PEP) | 0.4 | $775k | 5.2k | 148.33 | |
Wal-Mart Stores (WMT) | 0.4 | $775k | 5.4k | 144.11 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $696k | 2.00 | 348000.00 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $664k | 2.1k | 313.80 | |
UnitedHealth (UNH) | 0.3 | $658k | 1.9k | 350.75 | |
Eli Lilly & Co. (LLY) | 0.3 | $634k | 3.8k | 168.93 | |
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $618k | 9.8k | 62.84 | |
Colgate-Palmolive Company (CL) | 0.3 | $569k | 6.7k | 85.54 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $566k | 10k | 55.33 | |
Deere & Company (DE) | 0.3 | $560k | 2.1k | 269.10 | |
Exxon Mobil Corporation (XOM) | 0.3 | $558k | 14k | 41.19 | |
Amgen (AMGN) | 0.3 | $558k | 2.4k | 230.10 | |
International Business Machines (IBM) | 0.3 | $508k | 4.0k | 125.96 | |
Tesla Motors (TSLA) | 0.2 | $446k | 632.00 | 705.70 | |
Nextera Energy (NEE) | 0.2 | $445k | 5.8k | 77.10 | |
Medtronic SHS (MDT) | 0.2 | $442k | 3.8k | 117.02 | |
Verizon Communications (VZ) | 0.2 | $434k | 7.4k | 58.81 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $432k | 6.8k | 63.82 | |
Intel Corporation (INTC) | 0.2 | $432k | 8.7k | 49.84 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $424k | 4.6k | 91.54 | |
Facebook Cl A (META) | 0.2 | $412k | 1.5k | 273.21 | |
Pfizer (PFE) | 0.2 | $412k | 11k | 36.81 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $397k | 3.1k | 127.86 | |
Bristol Myers Squibb (BMY) | 0.2 | $380k | 6.1k | 61.99 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.2 | $350k | 27k | 12.87 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $343k | 41k | 8.46 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $339k | 7.4k | 46.03 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $338k | 22k | 15.24 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $333k | 190.00 | 1752.63 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $323k | 1.5k | 211.94 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $315k | 2.5k | 126.91 | |
Thomson Reuters Corp. Com New | 0.2 | $311k | 3.8k | 81.78 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $308k | 5.9k | 52.32 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $308k | 176.00 | 1750.00 | |
Home Depot (HD) | 0.2 | $304k | 1.1k | 265.50 | |
Visa Com Cl A (V) | 0.2 | $299k | 1.4k | 218.57 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $299k | 844.00 | 354.27 | |
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $272k | 3.1k | 87.83 | |
Corning Incorporated (GLW) | 0.1 | $270k | 7.5k | 36.02 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $259k | 2.8k | 91.84 | |
Liveramp Holdings (RAMP) | 0.1 | $247k | 3.4k | 73.16 | |
Cisco Systems (CSCO) | 0.1 | $244k | 5.4k | 44.78 | |
Chevron Corporation (CVX) | 0.1 | $239k | 2.8k | 84.36 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $226k | 1.7k | 134.84 | |
Trane Technologies SHS (TT) | 0.1 | $225k | 1.6k | 144.88 | |
Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $222k | 3.9k | 57.45 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $216k | 432.00 | 500.00 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $205k | 1.8k | 116.15 | |
Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $203k | 4.2k | 48.39 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $200k | 3.0k | 67.32 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $196k | 2.6k | 76.35 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $195k | 1.1k | 178.25 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $195k | 730.00 | 267.12 | |
Canadian Pacific Railway | 0.1 | $195k | 562.00 | 346.98 | |
Philip Morris International (PM) | 0.1 | $191k | 2.3k | 82.72 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $188k | 1.4k | 136.73 | |
PPG Industries (PPG) | 0.1 | $183k | 1.3k | 144.09 | |
Illinois Tool Works (ITW) | 0.1 | $174k | 855.00 | 203.51 | |
Dolby Laboratories Com Cl A (DLB) | 0.1 | $174k | 1.8k | 97.15 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $173k | 484.00 | 357.44 | |
D.R. Horton (DHI) | 0.1 | $169k | 2.5k | 68.76 | |
Altria (MO) | 0.1 | $166k | 4.0k | 41.10 | |
Xcel Energy (XEL) | 0.1 | $158k | 2.4k | 66.50 | |
Automatic Data Processing (ADP) | 0.1 | $157k | 889.00 | 176.60 | |
Bank of America Corporation (BAC) | 0.1 | $154k | 5.1k | 30.27 | |
Digital Realty Trust (DLR) | 0.1 | $152k | 1.1k | 139.07 | |
Nike CL B (NKE) | 0.1 | $152k | 1.1k | 141.66 | |
Align Technology (ALGN) | 0.1 | $150k | 281.00 | 533.81 | |
Boeing Company (BA) | 0.1 | $150k | 700.00 | 214.29 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $149k | 2.6k | 58.39 | |
salesforce (CRM) | 0.1 | $148k | 665.00 | 222.56 | |
Booking Holdings (BKNG) | 0.1 | $147k | 66.00 | 2227.27 | |
American Electric Power Company (AEP) | 0.1 | $145k | 1.7k | 83.48 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $142k | 998.00 | 142.28 | |
Stryker Corporation (SYK) | 0.1 | $141k | 576.00 | 244.79 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $141k | 1.7k | 81.22 | |
Raytheon Technologies Corp (RTX) | 0.1 | $140k | 2.0k | 71.54 | |
stock | 0.1 | $137k | 805.00 | 170.19 | |
General Mills (GIS) | 0.1 | $136k | 2.3k | 58.75 | |
Costco Wholesale Corporation (COST) | 0.1 | $128k | 339.00 | 377.58 | |
Texas Instruments Incorporated (TXN) | 0.1 | $127k | 774.00 | 164.08 | |
NVIDIA Corporation (NVDA) | 0.1 | $126k | 242.00 | 520.66 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $124k | 1.1k | 114.60 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $115k | 964.00 | 119.29 | |
Toronto Dominion Bk Ont Com New (TD) | 0.1 | $114k | 2.0k | 56.19 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $113k | 369.00 | 306.23 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $113k | 1.3k | 86.19 | |
Paypal Holdings (PYPL) | 0.1 | $112k | 479.00 | 233.82 | |
Allstate Corporation (ALL) | 0.1 | $112k | 1.0k | 110.34 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $105k | 251.00 | 418.33 | |
Southern Company (SO) | 0.1 | $103k | 1.7k | 61.42 | |
Federal Rlty Invt Tr Sh Ben Int New | 0.1 | $102k | 1.2k | 85.50 | |
Charter Communications Inc N Cl A (CHTR) | 0.1 | $100k | 151.00 | 662.25 | |
Honeywell International (HON) | 0.1 | $99k | 467.00 | 211.99 | |
Paylocity Holding Corporation (PCTY) | 0.0 | $98k | 475.00 | 206.32 | |
3M Company (MMM) | 0.0 | $95k | 544.00 | 174.63 | |
Union Pacific Corporation (UNP) | 0.0 | $93k | 448.00 | 207.59 | |
California Water Service (CWT) | 0.0 | $90k | 1.7k | 54.18 | |
Consolidated Edison (ED) | 0.0 | $89k | 1.2k | 72.18 | |
Palo Alto Networks (PANW) | 0.0 | $89k | 250.00 | 356.00 | |
Oracle Corporation (ORCL) | 0.0 | $89k | 1.4k | 64.96 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $88k | 950.00 | 92.63 | |
Zoetis Cl A (ZTS) | 0.0 | $88k | 533.00 | 165.10 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $85k | 400.00 | 212.50 | |
U.S. Physical Therapy (USPH) | 0.0 | $84k | 700.00 | 120.00 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $84k | 820.00 | 102.44 | |
Essential Utils (WTRG) | 0.0 | $80k | 1.7k | 47.20 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $79k | 301.00 | 262.46 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $79k | 950.00 | 83.16 | |
Intuit (INTU) | 0.0 | $78k | 205.00 | 380.49 | |
Docusign (DOCU) | 0.0 | $77k | 345.00 | 223.19 | |
Eversource Energy (ES) | 0.0 | $76k | 874.00 | 86.96 | |
Dominion Resources (D) | 0.0 | $75k | 995.00 | 75.38 | |
Us Bancorp Del Com New (USB) | 0.0 | $75k | 1.6k | 46.88 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $74k | 840.00 | 88.10 | |
Servicenow (NOW) | 0.0 | $73k | 132.00 | 553.03 | |
Vanguard World Fds Utilities Etf (VPU) | 0.0 | $72k | 527.00 | 136.62 | |
Square Cl A (SQ) | 0.0 | $69k | 315.00 | 219.05 | |
Nantkwest | 0.0 | $67k | 5.0k | 13.40 | |
Clorox Company (CLX) | 0.0 | $67k | 333.00 | 201.20 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $67k | 280.00 | 239.29 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $66k | 1.5k | 44.65 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $64k | 132.00 | 484.85 | |
Unilever Spon Adr New (UL) | 0.0 | $63k | 1.0k | 60.34 | |
Iqvia Holdings (IQV) | 0.0 | $62k | 345.00 | 179.71 | |
Ingersoll Rand (IR) | 0.0 | $62k | 1.4k | 45.29 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $61k | 691.00 | 88.28 | |
Allegion Ord Shs (ALLE) | 0.0 | $59k | 506.00 | 116.60 | |
General Motors Company (GM) | 0.0 | $58k | 1.4k | 41.43 | |
Zimmer Holdings (ZBH) | 0.0 | $57k | 367.00 | 155.31 | |
Carrier Global Corporation (CARR) | 0.0 | $57k | 1.5k | 38.00 | |
Chipotle Mexican Grill (CMG) | 0.0 | $57k | 41.00 | 1390.24 | |
People's United Financial | 0.0 | $57k | 4.4k | 12.86 | |
Ansys (ANSS) | 0.0 | $56k | 155.00 | 361.29 | |
Citigroup Com New (C) | 0.0 | $55k | 900.00 | 61.11 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $53k | 400.00 | 132.50 | |
Otis Worldwide Corp (OTIS) | 0.0 | $51k | 753.00 | 67.73 | |
Equinix (EQIX) | 0.0 | $51k | 71.00 | 718.31 | |
Netflix (NFLX) | 0.0 | $51k | 95.00 | 536.84 | |
Marsh & McLennan Companies (MMC) | 0.0 | $51k | 433.00 | 117.78 | |
Ball Corporation (BALL) | 0.0 | $50k | 534.00 | 93.63 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $50k | 1.1k | 47.08 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $50k | 187.00 | 267.38 | |
Ligand Pharmaceuticals Com New (LGND) | 0.0 | $50k | 500.00 | 100.00 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $50k | 692.00 | 72.25 | |
Uber Technologies (UBER) | 0.0 | $49k | 964.00 | 50.83 | |
CoStar (CSGP) | 0.0 | $49k | 53.00 | 924.53 | |
Moody's Corporation (MCO) | 0.0 | $49k | 169.00 | 289.94 | |
Twilio Cl A (TWLO) | 0.0 | $48k | 142.00 | 338.03 | |
Atlassian Corp Cl A | 0.0 | $47k | 202.00 | 232.67 | |
Transunion (TRU) | 0.0 | $46k | 460.00 | 100.00 | |
Linde SHS | 0.0 | $45k | 169.00 | 266.27 | |
Elastic N V Ord Shs (ESTC) | 0.0 | $44k | 300.00 | 146.67 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $44k | 251.00 | 175.30 | |
Lululemon Athletica (LULU) | 0.0 | $44k | 126.00 | 349.21 | |
Northwest Natural Holdin (NWN) | 0.0 | $44k | 961.00 | 45.79 | |
Penn National Gaming (PENN) | 0.0 | $43k | 503.00 | 85.49 | |
Gilead Sciences (GILD) | 0.0 | $43k | 744.00 | 57.80 | |
Spire (SR) | 0.0 | $42k | 661.00 | 63.54 | |
Msci (MSCI) | 0.0 | $42k | 94.00 | 446.81 | |
Workday Cl A (WDAY) | 0.0 | $42k | 174.00 | 241.38 | |
Bill Com Holdings Ord (BILL) | 0.0 | $41k | 300.00 | 136.67 | |
Duke Energy Corp Com New (DUK) | 0.0 | $41k | 450.00 | 91.11 | |
Travelers Companies (TRV) | 0.0 | $40k | 282.00 | 141.84 | |
Ferrari Nv Ord (RACE) | 0.0 | $40k | 176.00 | 227.27 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $38k | 768.00 | 49.48 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $38k | 274.00 | 138.69 | |
Dupont De Nemours (DD) | 0.0 | $37k | 527.00 | 70.21 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $36k | 132.00 | 272.73 | |
Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.0 | $35k | 791.00 | 44.25 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $35k | 150.00 | 233.33 | |
Progressive Corporation (PGR) | 0.0 | $35k | 357.00 | 98.04 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $33k | 545.00 | 60.55 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $33k | 277.00 | 119.13 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $33k | 1.2k | 27.50 | |
ON Semiconductor (ON) | 0.0 | $32k | 986.00 | 32.45 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $32k | 577.00 | 55.46 | |
Wix SHS (WIX) | 0.0 | $31k | 126.00 | 246.03 | |
Te Connectivity Reg Shs (TEL) | 0.0 | $30k | 249.00 | 120.48 | |
Dow (DOW) | 0.0 | $29k | 527.00 | 55.03 | |
Teledyne Technologies Incorporated (TDY) | 0.0 | $29k | 75.00 | 386.67 | |
Enbridge (ENB) | 0.0 | $29k | 905.00 | 32.04 | |
Dell Technologies CL C (DELL) | 0.0 | $29k | 401.00 | 72.32 | |
MetLife (MET) | 0.0 | $28k | 586.00 | 47.78 | |
Xilinx | 0.0 | $28k | 197.00 | 142.13 | |
Black Knight | 0.0 | $27k | 306.00 | 88.24 | |
Etsy (ETSY) | 0.0 | $27k | 150.00 | 180.00 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $27k | 231.00 | 116.88 | |
FormFactor (FORM) | 0.0 | $26k | 599.00 | 43.41 | |
Diodes Incorporated (DIOD) | 0.0 | $26k | 368.00 | 70.65 | |
AutoZone (AZO) | 0.0 | $26k | 22.00 | 1181.82 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $25k | 100.00 | 250.00 | |
General Dynamics Corporation (GD) | 0.0 | $25k | 166.00 | 150.60 | |
Ryder System (R) | 0.0 | $25k | 408.00 | 61.27 | |
Ross Stores (ROST) | 0.0 | $25k | 206.00 | 121.36 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $25k | 129.00 | 193.80 | |
CVS Caremark Corporation (CVS) | 0.0 | $25k | 360.00 | 69.44 | |
Houlihan Lokey Cl A (HLI) | 0.0 | $24k | 353.00 | 67.99 | |
Albany Intl Corp Cl A (AIN) | 0.0 | $24k | 330.00 | 72.73 | |
Monolithic Power Systems (MPWR) | 0.0 | $24k | 65.00 | 369.23 | |
Bio Rad Labs Cl A (BIO) | 0.0 | $24k | 42.00 | 571.43 | |
Universal Display Corporation (OLED) | 0.0 | $24k | 106.00 | 226.42 | |
General Electric Company | 0.0 | $24k | 2.2k | 10.94 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $23k | 368.00 | 62.50 | |
Norfolk Southern (NSC) | 0.0 | $23k | 97.00 | 237.11 | |
Cbre Group Cl A (CBRE) | 0.0 | $23k | 361.00 | 63.71 | |
American Intl Group Com New (AIG) | 0.0 | $23k | 600.00 | 38.33 | |
Hologic (HOLX) | 0.0 | $22k | 303.00 | 72.61 | |
GATX Corporation (GATX) | 0.0 | $22k | 266.00 | 82.71 | |
Albemarle Corporation (ALB) | 0.0 | $22k | 150.00 | 146.67 | |
Edwards Lifesciences (EW) | 0.0 | $22k | 246.00 | 89.43 | |
Syneos Health Cl A | 0.0 | $22k | 324.00 | 67.90 | |
Archrock (AROC) | 0.0 | $21k | 2.4k | 8.61 | |
Firstcash | 0.0 | $21k | 293.00 | 71.67 | |
Slack Technologies Com Cl A | 0.0 | $21k | 500.00 | 42.00 | |
Coherent | 0.0 | $20k | 135.00 | 148.15 | |
CF Industries Holdings (CF) | 0.0 | $20k | 517.00 | 38.68 | |
Myriad Genetics (MYGN) | 0.0 | $20k | 1.0k | 19.38 | |
Sirius Xm Holdings (SIRI) | 0.0 | $20k | 3.1k | 6.46 | |
Hudson Pacific Properties (HPP) | 0.0 | $19k | 795.00 | 23.90 | |
Corporate Office Pptys Tr Sh Ben Int (CDP) | 0.0 | $19k | 747.00 | 25.44 | |
Starbucks Corporation (SBUX) | 0.0 | $19k | 181.00 | 104.97 | |
Woodward Governor Company (WWD) | 0.0 | $19k | 156.00 | 121.79 | |
Dover Corporation (DOV) | 0.0 | $19k | 148.00 | 128.38 | |
Cracker Barrel Old Country Store (CBRL) | 0.0 | $19k | 144.00 | 131.94 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $18k | 197.00 | 91.37 | |
Northrop Grumman Corporation (NOC) | 0.0 | $18k | 60.00 | 300.00 | |
Hexcel Corporation (HXL) | 0.0 | $18k | 375.00 | 48.00 | |
Snap-on Incorporated (SNA) | 0.0 | $18k | 104.00 | 173.08 | |
Stericycle (SRCL) | 0.0 | $18k | 264.00 | 68.18 | |
Akamai Technologies (AKAM) | 0.0 | $18k | 175.00 | 102.86 | |
Moog Cl A (MOG.A) | 0.0 | $17k | 210.00 | 80.95 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $17k | 239.00 | 71.13 | |
Cirrus Logic (CRUS) | 0.0 | $17k | 204.00 | 83.33 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $17k | 469.00 | 36.25 | |
Horace Mann Educators Corporation (HMN) | 0.0 | $16k | 383.00 | 41.78 | |
OraSure Technologies (OSUR) | 0.0 | $16k | 1.5k | 10.36 | |
Raymond James Financial (RJF) | 0.0 | $16k | 171.00 | 93.57 | |
Eastman Chemical Company (EMN) | 0.0 | $16k | 160.00 | 100.00 | |
Arrow Electronics (ARW) | 0.0 | $16k | 163.00 | 98.16 | |
Reinsurance Grp Of America I Com New (RGA) | 0.0 | $16k | 135.00 | 118.52 | |
Key (KEY) | 0.0 | $16k | 991.00 | 16.15 | |
Sterling Bancorp | 0.0 | $16k | 865.00 | 18.50 | |
Eaton Vance Corp Com Non Vtg | 0.0 | $15k | 219.00 | 68.49 | |
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $15k | 92.00 | 163.04 | |
Sba Communications Corp Cl A (SBAC) | 0.0 | $15k | 54.00 | 277.78 | |
Target Corporation (TGT) | 0.0 | $15k | 84.00 | 178.57 | |
Wolverine World Wide (WWW) | 0.0 | $15k | 490.00 | 30.61 | |
Apple Hospitality Reit Com New (APLE) | 0.0 | $15k | 1.1k | 13.20 | |
Centene Corporation (CNC) | 0.0 | $14k | 231.00 | 60.61 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $14k | 195.00 | 71.79 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $14k | 215.00 | 65.12 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $14k | 62.00 | 225.81 | |
Huntington Ingalls Inds (HII) | 0.0 | $14k | 84.00 | 166.67 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $14k | 350.00 | 40.00 | |
A. O. Smith Corporation (AOS) | 0.0 | $14k | 264.00 | 53.03 | |
Wec Energy Group (WEC) | 0.0 | $13k | 139.00 | 93.53 | |
Republic Services (RSG) | 0.0 | $13k | 137.00 | 94.89 | |
Darden Restaurants (DRI) | 0.0 | $13k | 113.00 | 115.04 | |
Service Corporation International (SCI) | 0.0 | $13k | 270.00 | 48.15 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $12k | 146.00 | 82.19 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $12k | 323.00 | 37.15 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $12k | 110.00 | 109.09 | |
Cabot Corporation (CBT) | 0.0 | $12k | 265.00 | 45.28 | |
BorgWarner (BWA) | 0.0 | $11k | 276.00 | 39.86 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $11k | 126.00 | 87.30 | |
American Express Company (AXP) | 0.0 | $11k | 90.00 | 122.22 | |
Sonoco Products Company (SON) | 0.0 | $11k | 194.00 | 56.70 | |
Pilgrim's Pride Corporation (PPC) | 0.0 | $10k | 513.00 | 19.49 | |
Blackstone Group Com Cl A (BX) | 0.0 | $10k | 153.00 | 65.36 | |
Allogene Therapeutics (ALLO) | 0.0 | $10k | 400.00 | 25.00 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $10k | 62.00 | 161.29 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $10k | 285.00 | 35.09 | |
Draftkings Com Cl A | 0.0 | $9.0k | 200.00 | 45.00 | |
M&T Bank Corporation (MTB) | 0.0 | $9.0k | 74.00 | 121.62 | |
PPL Corporation (PPL) | 0.0 | $8.0k | 285.00 | 28.07 | |
Marathon Petroleum Corp (MPC) | 0.0 | $8.0k | 200.00 | 40.00 | |
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $7.0k | 92.00 | 76.09 | |
Surgery Partners (SGRY) | 0.0 | $7.0k | 250.00 | 28.00 | |
Cloudera | 0.0 | $7.0k | 500.00 | 14.00 | |
Anaplan | 0.0 | $7.0k | 100.00 | 70.00 | |
Boston Properties (BXP) | 0.0 | $7.0k | 73.00 | 95.89 | |
Shopify Cl A (SHOP) | 0.0 | $6.0k | 5.00 | 1200.00 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $5.0k | 30.00 | 166.67 | |
Paychex (PAYX) | 0.0 | $5.0k | 52.00 | 96.15 | |
Waste Management (WM) | 0.0 | $4.0k | 37.00 | 108.11 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $4.0k | 27.00 | 148.15 | |
Terex Corporation (TEX) | 0.0 | $3.0k | 89.00 | 33.71 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $3.0k | 49.00 | 61.22 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $3.0k | 4.00 | 750.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $3.0k | 200.00 | 15.00 | |
Suncor Energy (SU) | 0.0 | $2.0k | 100.00 | 20.00 | |
Bausch Health Companies (BHC) | 0.0 | $2.0k | 100.00 | 20.00 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.0k | 15.00 | 66.67 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $1.0k | 14.00 | 71.43 | |
Wabtec Corporation (WAB) | 0.0 | $0 | 6.00 | 0.00 | |
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $0 | 25.00 | 0.00 |