Jackson, Grant Investment Advisers as of Sept. 30, 2022
Portfolio Holdings for Jackson, Grant Investment Advisers
Jackson, Grant Investment Advisers holds 345 positions in its portfolio as reported in the September 2022 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) | 11.6 | $22M | 62k | 357.18 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 9.2 | $18M | 158k | 111.50 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.0 | $15M | 120k | 127.28 | |
Vanguard Specialized Funds Div App Etf (VIG) | 7.2 | $14M | 101k | 135.16 | |
Vanguard Index Fds Mid Cap Etf (VO) | 5.3 | $10M | 54k | 187.98 | |
Ishares Tr Core Us Aggbd Et (AGG) | 3.4 | $6.4M | 67k | 96.34 | |
Ishares Tr Pfd And Incm Sec (PFF) | 2.7 | $5.1M | 163k | 31.67 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.6 | $4.9M | 84k | 57.83 | |
Microsoft Corporation (MSFT) | 2.3 | $4.4M | 19k | 232.92 | |
Ishares Tr Select Divid Etf (DVY) | 2.2 | $4.2M | 39k | 107.22 | |
Procter & Gamble Company (PG) | 2.2 | $4.2M | 33k | 126.24 | |
Abbvie (ABBV) | 2.1 | $4.0M | 30k | 134.22 | |
Apple (AAPL) | 2.1 | $4.0M | 29k | 138.20 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $3.0M | 21k | 142.47 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $3.0M | 25k | 121.12 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $2.8M | 7.7k | 358.69 | |
Johnson & Johnson (JNJ) | 1.2 | $2.4M | 15k | 163.34 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.3M | 7.0k | 328.30 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $2.0M | 11k | 179.45 | |
Amazon (AMZN) | 1.0 | $2.0M | 18k | 112.99 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 1.0 | $1.9M | 24k | 79.97 | |
McDonald's Corporation (MCD) | 0.9 | $1.7M | 7.2k | 230.77 | |
TJX Companies (TJX) | 0.7 | $1.4M | 22k | 62.13 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $1.3M | 6.4k | 206.52 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.3M | 8.0k | 164.99 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $1.3M | 26k | 48.16 | |
Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 3.8k | 323.36 | |
Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | 14k | 87.34 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.2M | 15k | 81.23 | |
Coca-Cola Company (KO) | 0.6 | $1.2M | 21k | 56.03 | |
Ishares Tr Core High Dv Etf (HDV) | 0.6 | $1.1M | 12k | 91.27 | |
UnitedHealth (UNH) | 0.6 | $1.1M | 2.1k | 505.20 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.1M | 4.0k | 267.09 | |
Select Sector Spdr Tr Financial (XLF) | 0.5 | $979k | 32k | 30.37 | |
Merck & Co (MRK) | 0.5 | $964k | 11k | 86.15 | |
Pepsi (PEP) | 0.5 | $924k | 5.7k | 163.19 | |
Select Sector Spdr Tr Technology (XLK) | 0.5 | $894k | 7.5k | 118.80 | |
Emerson Electric (EMR) | 0.4 | $852k | 12k | 73.20 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $846k | 8.8k | 96.14 | |
Abbott Laboratories (ABT) | 0.4 | $829k | 8.6k | 96.79 | |
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $813k | 3.8k | 213.89 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $813k | 2.00 | 406500.00 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $783k | 12k | 65.50 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $778k | 12k | 66.71 | |
Wal-Mart Stores (WMT) | 0.4 | $718k | 5.5k | 129.63 | |
Deere & Company (DE) | 0.4 | $695k | 2.1k | 333.97 | |
Chevron Corporation (CVX) | 0.4 | $674k | 4.7k | 143.59 | |
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $671k | 10k | 64.46 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $652k | 5.3k | 123.53 | |
CSX Corporation (CSX) | 0.3 | $641k | 24k | 26.66 | |
Walt Disney Company (DIS) | 0.3 | $589k | 6.2k | 94.30 | |
International Business Machines (IBM) | 0.3 | $589k | 5.0k | 118.73 | |
Ishares Tr Micro-cap Etf (IWC) | 0.3 | $553k | 5.3k | 103.42 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $539k | 12k | 44.09 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $537k | 11k | 50.10 | |
Pfizer (PFE) | 0.3 | $508k | 12k | 43.77 | |
Amgen (AMGN) | 0.3 | $506k | 2.2k | 225.29 | |
Nextera Energy (NEE) | 0.3 | $486k | 6.2k | 78.36 | |
Bristol Myers Squibb (BMY) | 0.2 | $464k | 6.5k | 71.08 | |
Colgate-Palmolive Company (CL) | 0.2 | $445k | 6.3k | 70.27 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $443k | 4.7k | 94.80 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $436k | 1.6k | 267.48 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $413k | 3.2k | 128.46 | |
At&t (T) | 0.2 | $412k | 27k | 15.34 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $405k | 2.6k | 154.70 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $396k | 6.8k | 57.84 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $394k | 4.1k | 95.63 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $390k | 1.3k | 307.57 | |
Thomson Reuters Corp. Com New | 0.2 | $390k | 3.8k | 102.55 | |
Home Depot (HD) | 0.2 | $370k | 1.3k | 276.12 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $336k | 41k | 8.12 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.2 | $318k | 27k | 11.89 | |
Verizon Communications (VZ) | 0.2 | $316k | 8.3k | 37.93 | |
Visa Com Cl A (V) | 0.2 | $307k | 1.7k | 177.76 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $283k | 24k | 11.90 | |
Cisco Systems (CSCO) | 0.1 | $280k | 7.0k | 40.02 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $278k | 2.7k | 104.47 | |
Tesla Motors (TSLA) | 0.1 | $268k | 1.0k | 265.08 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $262k | 1.5k | 170.57 | |
Norfolk Southern (NSC) | 0.1 | $256k | 1.2k | 209.66 | |
Broadcom (AVGO) | 0.1 | $244k | 549.00 | 444.44 | |
Automatic Data Processing (ADP) | 0.1 | $232k | 1.0k | 226.12 | |
Medtronic SHS (MDT) | 0.1 | $229k | 2.8k | 80.83 | |
Trane Technologies SHS (TT) | 0.1 | $225k | 1.6k | 144.88 | |
Principal Financial (PFG) | 0.1 | $222k | 3.1k | 72.29 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $221k | 7.5k | 29.36 | |
salesforce (CRM) | 0.1 | $221k | 1.5k | 143.69 | |
Corning Incorporated (GLW) | 0.1 | $218k | 7.5k | 29.08 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $215k | 2.1k | 103.71 | |
Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $213k | 3.8k | 55.38 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $211k | 3.0k | 71.19 | |
Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $200k | 4.2k | 47.39 | |
Bank of America Corporation (BAC) | 0.1 | $200k | 6.6k | 30.17 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $199k | 1.5k | 135.84 | |
Intel Corporation (INTC) | 0.1 | $195k | 7.6k | 25.81 | |
Canadian Pacific Railway | 0.1 | $192k | 2.9k | 66.67 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $191k | 4.2k | 45.80 | |
Philip Morris International (PM) | 0.1 | $190k | 2.3k | 83.04 | |
American Electric Power Company (AEP) | 0.1 | $185k | 2.1k | 86.65 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $182k | 2.7k | 67.96 | |
Costco Wholesale Corporation (COST) | 0.1 | $180k | 382.00 | 471.20 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $175k | 1.6k | 112.40 | |
D.R. Horton (DHI) | 0.1 | $166k | 2.5k | 67.53 | |
Raytheon Technologies Corp (RTX) | 0.1 | $164k | 2.0k | 81.80 | |
Meta Platforms Cl A (META) | 0.1 | $159k | 1.2k | 135.67 | |
Altria (MO) | 0.1 | $155k | 3.8k | 40.46 | |
Illinois Tool Works (ITW) | 0.1 | $154k | 855.00 | 180.12 | |
Xcel Energy (XEL) | 0.1 | $152k | 2.4k | 63.97 | |
NVIDIA Corporation (NVDA) | 0.1 | $151k | 1.2k | 121.48 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $148k | 1.0k | 143.69 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $147k | 1.8k | 82.35 | |
General Mills (GIS) | 0.1 | $146k | 1.9k | 76.60 | |
Texas Instruments Incorporated (TXN) | 0.1 | $145k | 937.00 | 154.75 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $143k | 2.6k | 55.02 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $143k | 735.00 | 194.56 | |
PPG Industries (PPG) | 0.1 | $141k | 1.3k | 110.94 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $138k | 484.00 | 285.12 | |
Allstate Corporation (ALL) | 0.1 | $132k | 1.1k | 124.18 | |
Honeywell International (HON) | 0.1 | $123k | 735.00 | 167.35 | |
Southern Company (SO) | 0.1 | $122k | 1.8k | 68.04 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $122k | 1.4k | 90.17 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $121k | 996.00 | 121.49 | |
Stryker Corporation (SYK) | 0.1 | $117k | 576.00 | 203.12 | |
Nike CL B (NKE) | 0.1 | $115k | 1.4k | 83.27 | |
Dolby Laboratories Com Cl A (DLB) | 0.1 | $114k | 1.7k | 65.22 | |
Consolidated Edison (ED) | 0.1 | $113k | 1.3k | 85.87 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $112k | 1.1k | 102.10 | |
Oracle Corporation (ORCL) | 0.1 | $110k | 1.8k | 61.15 | |
Zoetis Cl A (ZTS) | 0.1 | $109k | 733.00 | 148.70 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $109k | 380.00 | 286.84 | |
Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $108k | 1.2k | 90.53 | |
Booking Holdings (BKNG) | 0.1 | $108k | 66.00 | 1636.36 | |
AutoZone (AZO) | 0.1 | $107k | 50.00 | 2140.00 | |
M&T Bank Corporation (MTB) | 0.1 | $106k | 603.00 | 175.79 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $104k | 259.00 | 401.54 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $102k | 1.2k | 82.52 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $99k | 358.00 | 276.54 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $90k | 351.00 | 256.41 | |
Union Pacific Corporation (UNP) | 0.0 | $90k | 464.00 | 193.97 | |
Travelers Companies (TRV) | 0.0 | $89k | 583.00 | 152.66 | |
California Water Service (CWT) | 0.0 | $88k | 1.7k | 52.98 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $81k | 934.00 | 86.72 | |
Intuit (INTU) | 0.0 | $79k | 205.00 | 385.37 | |
Vanguard World Fds Utilities Etf (VPU) | 0.0 | $79k | 555.00 | 142.34 | |
Progressive Corporation (PGR) | 0.0 | $76k | 657.00 | 115.68 | |
Wells Fargo & Company (WFC) | 0.0 | $74k | 1.9k | 39.98 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $74k | 329.00 | 224.92 | |
Ingersoll Rand (IR) | 0.0 | $72k | 1.7k | 42.99 | |
Essential Utils (WTRG) | 0.0 | $70k | 1.7k | 41.30 | |
Eversource Energy (ES) | 0.0 | $68k | 874.00 | 77.80 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $67k | 841.00 | 79.67 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $66k | 1.5k | 44.33 | |
Marsh & McLennan Companies (MMC) | 0.0 | $66k | 443.00 | 148.98 | |
Us Bancorp Del Com New (USB) | 0.0 | $65k | 1.6k | 40.62 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $65k | 827.00 | 78.60 | |
Chipotle Mexican Grill (CMG) | 0.0 | $62k | 41.00 | 1512.20 | |
Iqvia Holdings (IQV) | 0.0 | $62k | 345.00 | 179.71 | |
Snap-on Incorporated (SNA) | 0.0 | $61k | 304.00 | 200.66 | |
ON Semiconductor (ON) | 0.0 | $61k | 986.00 | 61.87 | |
Carrier Global Corporation (CARR) | 0.0 | $61k | 1.7k | 35.38 | |
Liveramp Holdings (RAMP) | 0.0 | $61k | 3.4k | 18.07 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $60k | 283.00 | 212.01 | |
Gilead Sciences (GILD) | 0.0 | $59k | 964.00 | 61.20 | |
Eaton Corp SHS (ETN) | 0.0 | $58k | 435.00 | 133.33 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $55k | 132.00 | 416.67 | |
Duke Energy Corp Com New (DUK) | 0.0 | $55k | 590.00 | 93.22 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $54k | 801.00 | 67.42 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $52k | 700.00 | 74.29 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $51k | 700.00 | 72.86 | |
Enbridge (ENB) | 0.0 | $50k | 1.3k | 37.45 | |
Servicenow (NOW) | 0.0 | $50k | 132.00 | 378.79 | |
CF Industries Holdings (CF) | 0.0 | $50k | 517.00 | 96.71 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $48k | 1.3k | 36.61 | |
Anthem (ELV) | 0.0 | $48k | 105.00 | 457.14 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $47k | 588.00 | 79.93 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $46k | 151.00 | 304.64 | |
Linde SHS | 0.0 | $46k | 169.00 | 272.19 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $46k | 379.00 | 121.37 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $45k | 1.1k | 42.06 | |
Edwards Lifesciences (EW) | 0.0 | $45k | 548.00 | 82.12 | |
Allegion Ord Shs (ALLE) | 0.0 | $45k | 506.00 | 88.93 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $44k | 701.00 | 62.77 | |
Align Technology (ALGN) | 0.0 | $44k | 211.00 | 208.53 | |
Tractor Supply Company (TSCO) | 0.0 | $43k | 233.00 | 184.55 | |
Atlassian Corp Cl A | 0.0 | $43k | 202.00 | 212.87 | |
Ligand Pharmaceuticals Com New (LGND) | 0.0 | $43k | 500.00 | 86.00 | |
Goldman Sachs (GS) | 0.0 | $43k | 147.00 | 292.52 | |
Northwest Natural Holdin (NWN) | 0.0 | $42k | 961.00 | 43.70 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $42k | 768.00 | 54.69 | |
Nutrien (NTR) | 0.0 | $42k | 500.00 | 84.00 | |
Moody's Corporation (MCO) | 0.0 | $41k | 169.00 | 242.60 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $41k | 251.00 | 163.35 | |
Palo Alto Networks (PANW) | 0.0 | $41k | 249.00 | 164.66 | |
Albemarle Corporation (ALB) | 0.0 | $40k | 150.00 | 266.67 | |
Lpl Financial Holdings (LPLA) | 0.0 | $40k | 181.00 | 220.99 | |
Equinix (EQIX) | 0.0 | $40k | 71.00 | 563.38 | |
Msci (MSCI) | 0.0 | $40k | 94.00 | 425.53 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $40k | 187.00 | 213.90 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $40k | 3.5k | 11.58 | |
MetLife (MET) | 0.0 | $38k | 628.00 | 60.51 | |
United Parcel Service CL B (UPS) | 0.0 | $38k | 237.00 | 160.34 | |
Zimmer Holdings (ZBH) | 0.0 | $38k | 368.00 | 103.26 | |
Otis Worldwide Corp (OTIS) | 0.0 | $38k | 596.00 | 63.76 | |
Dupont De Nemours (DD) | 0.0 | $38k | 763.00 | 49.80 | |
3M Company (MMM) | 0.0 | $38k | 345.00 | 110.14 | |
General Dynamics Corporation (GD) | 0.0 | $37k | 173.00 | 213.87 | |
CoStar (CSGP) | 0.0 | $37k | 530.00 | 69.81 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $37k | 1.6k | 22.92 | |
Qualcomm (QCOM) | 0.0 | $36k | 322.00 | 111.80 | |
Lululemon Athletica (LULU) | 0.0 | $35k | 126.00 | 277.78 | |
Advanced Micro Devices (AMD) | 0.0 | $35k | 552.00 | 63.41 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $35k | 204.00 | 171.57 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $35k | 602.00 | 58.14 | |
Dominion Resources (D) | 0.0 | $34k | 495.00 | 68.69 | |
Ansys (ANSS) | 0.0 | $34k | 155.00 | 219.35 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $34k | 597.00 | 56.95 | |
Bk Nova Cad (BNS) | 0.0 | $33k | 700.00 | 47.14 | |
Ferrari Nv Ord (RACE) | 0.0 | $33k | 176.00 | 187.50 | |
AECOM Technology Corporation (ACM) | 0.0 | $33k | 487.00 | 67.76 | |
Cbre Group Cl A (CBRE) | 0.0 | $33k | 494.00 | 66.80 | |
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $33k | 1.4k | 24.30 | |
Citigroup Com New (C) | 0.0 | $32k | 766.00 | 41.78 | |
Northrop Grumman Corporation (NOC) | 0.0 | $32k | 68.00 | 470.59 | |
Dow (DOW) | 0.0 | $32k | 727.00 | 44.02 | |
Bce Com New (BCE) | 0.0 | $31k | 740.00 | 41.89 | |
Ryder System (R) | 0.0 | $31k | 408.00 | 75.98 | |
Electronic Arts (EA) | 0.0 | $30k | 263.00 | 114.07 | |
Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $30k | 864.00 | 34.72 | |
CVS Caremark Corporation (CVS) | 0.0 | $29k | 302.00 | 96.03 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $28k | 1.2k | 22.91 | |
Mid-America Apartment (MAA) | 0.0 | $28k | 183.00 | 153.01 | |
PNC Financial Services (PNC) | 0.0 | $28k | 190.00 | 147.37 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $28k | 189.00 | 148.15 | |
Transunion (TRU) | 0.0 | $27k | 460.00 | 58.70 | |
Houlihan Lokey Cl A (HLI) | 0.0 | $27k | 353.00 | 76.49 | |
Te Connectivity SHS (TEL) | 0.0 | $27k | 249.00 | 108.43 | |
American Express Company (AXP) | 0.0 | $26k | 190.00 | 136.84 | |
Ball Corporation (BALL) | 0.0 | $26k | 534.00 | 48.69 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $25k | 348.00 | 71.84 | |
Clorox Company (CLX) | 0.0 | $25k | 194.00 | 128.87 | |
Teledyne Technologies Incorporated (TDY) | 0.0 | $25k | 75.00 | 333.33 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $25k | 245.00 | 102.04 | |
Raymond James Financial (RJF) | 0.0 | $25k | 256.00 | 97.66 | |
Diodes Incorporated (DIOD) | 0.0 | $24k | 368.00 | 65.22 | |
Monolithic Power Systems (MPWR) | 0.0 | $24k | 65.00 | 369.23 | |
United Rentals (URI) | 0.0 | $24k | 89.00 | 269.66 | |
GATX Corporation (GATX) | 0.0 | $23k | 266.00 | 86.47 | |
Etf Managers Tr Prime Cybr Scrty | 0.0 | $22k | 499.00 | 44.09 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $22k | 132.00 | 166.67 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $22k | 520.00 | 42.31 | |
Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $22k | 453.00 | 48.57 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $21k | 112.00 | 187.50 | |
Phillips Edison & Co Common Stock (PECO) | 0.0 | $20k | 716.00 | 27.93 | |
Starbucks Corporation (SBUX) | 0.0 | $20k | 241.00 | 82.99 | |
Black Knight | 0.0 | $20k | 306.00 | 65.36 | |
Hologic (HOLX) | 0.0 | $20k | 303.00 | 66.01 | |
Kla Corp Com New (KLAC) | 0.0 | $20k | 66.00 | 303.03 | |
Myriad Genetics (MYGN) | 0.0 | $20k | 1.0k | 19.38 | |
Cdw (CDW) | 0.0 | $19k | 119.00 | 159.66 | |
Genpact SHS (G) | 0.0 | $19k | 438.00 | 43.38 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $19k | 28.00 | 678.57 | |
Republic Services (RSG) | 0.0 | $19k | 137.00 | 138.69 | |
Vmware Cl A Com | 0.0 | $19k | 176.00 | 107.95 | |
Centene Corporation (CNC) | 0.0 | $18k | 231.00 | 77.92 | |
Dover Corporation (DOV) | 0.0 | $18k | 150.00 | 120.00 | |
Webster Financial Corporation (WBS) | 0.0 | $18k | 400.00 | 45.00 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $18k | 240.00 | 75.00 | |
Cigna Corp (CI) | 0.0 | $18k | 64.00 | 281.25 | |
Bio Rad Labs Cl A (BIO) | 0.0 | $18k | 42.00 | 428.57 | |
Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $17k | 838.00 | 20.29 | |
Yum! Brands (YUM) | 0.0 | $17k | 160.00 | 106.25 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $17k | 403.00 | 42.18 | |
Deckers Outdoor Corporation (DECK) | 0.0 | $16k | 50.00 | 320.00 | |
Cubesmart (CUBE) | 0.0 | $16k | 400.00 | 40.00 | |
Magna Intl Inc cl a (MGA) | 0.0 | $16k | 347.00 | 46.11 | |
Key (KEY) | 0.0 | $16k | 991.00 | 16.15 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $16k | 480.00 | 33.33 | |
Moog Cl A (MOG.A) | 0.0 | $15k | 210.00 | 71.43 | |
Sba Communications Corp Cl A (SBAC) | 0.0 | $15k | 54.00 | 277.78 | |
Syneos Health Cl A | 0.0 | $15k | 324.00 | 46.30 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $15k | 227.00 | 66.08 | |
Cirrus Logic (CRUS) | 0.0 | $14k | 204.00 | 68.63 | |
Akamai Technologies (AKAM) | 0.0 | $14k | 175.00 | 80.00 | |
Darden Restaurants (DRI) | 0.0 | $14k | 113.00 | 123.89 | |
L3harris Technologies (LHX) | 0.0 | $14k | 65.00 | 215.38 | |
Pembina Pipeline Corp (PBA) | 0.0 | $14k | 450.00 | 31.11 | |
Dell Technologies CL C (DELL) | 0.0 | $14k | 401.00 | 34.91 | |
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $13k | 92.00 | 141.30 | |
Woodward Governor Company (WWD) | 0.0 | $13k | 156.00 | 83.33 | |
Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $12k | 161.00 | 74.53 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $12k | 148.00 | 81.08 | |
Air Products & Chemicals (APD) | 0.0 | $12k | 50.00 | 240.00 | |
Wec Energy Group (WEC) | 0.0 | $12k | 139.00 | 86.33 | |
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $12k | 529.00 | 22.68 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $12k | 142.00 | 84.51 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $11k | 300.00 | 36.67 | |
Stericycle (SRCL) | 0.0 | $11k | 264.00 | 41.67 | |
Eastman Chemical Company (EMN) | 0.0 | $11k | 160.00 | 68.75 | |
Corteva (CTVA) | 0.0 | $11k | 200.00 | 55.00 | |
Digital Realty Trust (DLR) | 0.0 | $11k | 113.00 | 97.35 | |
Morgan Stanley Com New (MS) | 0.0 | $10k | 127.00 | 78.74 | |
Cme (CME) | 0.0 | $10k | 57.00 | 175.44 | |
Universal Display Corporation (OLED) | 0.0 | $10k | 106.00 | 94.34 | |
Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $10k | 525.00 | 19.05 | |
Reinsurance Grp Of America I Com New (RGA) | 0.0 | $9.0k | 71.00 | 126.76 | |
Westlake Chemical Corporation (WLK) | 0.0 | $9.0k | 109.00 | 82.57 | |
Intercontinental Exchange (ICE) | 0.0 | $8.0k | 84.00 | 95.24 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $8.0k | 63.00 | 126.98 | |
Fidelity National Information Services (FIS) | 0.0 | $8.0k | 101.00 | 79.21 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $7.0k | 91.00 | 76.92 | |
Masco Corporation (MAS) | 0.0 | $7.0k | 157.00 | 44.59 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $7.0k | 104.00 | 67.31 | |
Global Payments (GPN) | 0.0 | $7.0k | 67.00 | 104.48 | |
PPL Corporation (PPL) | 0.0 | $7.0k | 285.00 | 24.56 | |
Waste Management (WM) | 0.0 | $6.0k | 37.00 | 162.16 | |
State Street Corporation (STT) | 0.0 | $6.0k | 100.00 | 60.00 | |
Robert Half International (RHI) | 0.0 | $6.0k | 75.00 | 80.00 | |
Pacer Fds Tr Bnchmrk Infra (SRVR) | 0.0 | $6.0k | 200.00 | 30.00 | |
ConocoPhillips (COP) | 0.0 | $6.0k | 54.00 | 111.11 | |
Allogene Therapeutics (ALLO) | 0.0 | $5.0k | 469.00 | 10.66 | |
Southwest Airlines (LUV) | 0.0 | $5.0k | 172.00 | 29.07 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $5.0k | 30.00 | 166.67 | |
Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $5.0k | 200.00 | 25.00 | |
FedEx Corporation (FDX) | 0.0 | $5.0k | 37.00 | 135.14 | |
Royal Caribbean Cruises (RCL) | 0.0 | $4.0k | 101.00 | 39.60 | |
Coherent Corp (COHR) | 0.0 | $4.0k | 122.00 | 32.79 | |
Marathon Petroleum Corp (MPC) | 0.0 | $4.0k | 44.00 | 90.91 | |
Prologis (PLD) | 0.0 | $4.0k | 40.00 | 100.00 | |
Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $4.0k | 81.00 | 49.38 | |
International Paper Company (IP) | 0.0 | $4.0k | 117.00 | 34.19 | |
ConAgra Foods (CAG) | 0.0 | $3.0k | 104.00 | 28.85 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $3.0k | 27.00 | 111.11 | |
Archer Daniels Midland Company (ADM) | 0.0 | $3.0k | 43.00 | 69.77 | |
Ingles Mkts Cl A (IMKTA) | 0.0 | $3.0k | 43.00 | 69.77 | |
Shell Spon Ads (SHEL) | 0.0 | $3.0k | 58.00 | 51.72 | |
Terex Corporation (TEX) | 0.0 | $3.0k | 91.00 | 32.97 | |
Edison International (EIX) | 0.0 | $2.0k | 39.00 | 51.28 | |
Equity Residential Sh Ben Int (EQR) | 0.0 | $2.0k | 37.00 | 54.05 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $2.0k | 12.00 | 166.67 | |
Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $2.0k | 25.00 | 80.00 | |
Invesco SHS (IVZ) | 0.0 | $2.0k | 171.00 | 11.70 | |
Vodafone Group Sponsored Adr (VOD) | 0.0 | $2.0k | 154.00 | 12.99 | |
Ess Tech Common Stock (GWH) | 0.0 | $1.0k | 302.00 | 3.31 | |
Dollar General (DG) | 0.0 | $1.0k | 6.00 | 166.67 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $999.997400 | 122.00 | 8.20 |