Mark Sheptoff Financial Planning as of Dec. 31, 2020
Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 360 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 |
---|---|---|---|---|---|
Nextera Energy (NEE) | 8.8 | $15M | 200k | 77.15 | |
Microsoft Corporation (MSFT) | 7.1 | $12M | 56k | 222.42 | |
UnitedHealth (UNH) | 6.7 | $12M | 33k | 350.68 | |
Veeva Sys Cl A Com (VEEV) | 4.8 | $8.4M | 31k | 272.26 | |
Pepsi (PEP) | 4.6 | $8.0M | 54k | 148.31 | |
Apple (AAPL) | 4.5 | $7.9M | 59k | 132.69 | |
Abbott Laboratories (ABT) | 3.6 | $6.4M | 58k | 109.49 | |
Johnson & Johnson (JNJ) | 3.6 | $6.3M | 40k | 157.39 | |
Hormel Foods Corporation (HRL) | 3.3 | $5.9M | 126k | 46.61 | |
Tesla Motors (TSLA) | 2.9 | $5.1M | 7.2k | 705.72 | |
Paypal Holdings (PYPL) | 1.9 | $3.3M | 14k | 234.23 | |
Abbvie (ABBV) | 1.7 | $2.9M | 27k | 107.14 | |
American Water Works (AWK) | 1.6 | $2.7M | 18k | 153.46 | |
Smucker J M Com New (SJM) | 1.6 | $2.7M | 24k | 115.59 | |
Mondelez Intl Cl A (MDLZ) | 1.5 | $2.7M | 46k | 58.47 | |
Pfizer (PFE) | 1.5 | $2.7M | 72k | 36.81 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $2.5M | 10k | 236.30 | |
Visa Com Cl A (V) | 1.2 | $2.2M | 10k | 218.78 | |
Constellation Brands Cl A (STZ) | 1.2 | $2.1M | 9.7k | 219.10 | |
Honeywell International (HON) | 1.1 | $2.0M | 9.3k | 212.75 | |
Corning Incorporated (GLW) | 1.1 | $1.9M | 53k | 36.01 | |
Coca-Cola Company (KO) | 1.1 | $1.9M | 34k | 54.85 | |
American Electric Power Company (AEP) | 1.0 | $1.8M | 22k | 83.26 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.8M | 7.8k | 231.89 | |
Wal-Mart Stores (WMT) | 1.0 | $1.7M | 12k | 144.13 | |
United Parcel Service CL B (UPS) | 1.0 | $1.7M | 10k | 168.42 | |
General Dynamics Corporation (GD) | 0.9 | $1.5M | 10k | 148.85 | |
Procter & Gamble Company (PG) | 0.8 | $1.5M | 10k | 139.13 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.4M | 3.9k | 355.08 | |
L3harris Technologies (LHX) | 0.8 | $1.4M | 7.3k | 188.98 | |
Micron Technology (MU) | 0.7 | $1.2M | 16k | 75.20 | |
Home Depot (HD) | 0.7 | $1.2M | 4.6k | 265.61 | |
Costco Wholesale Corporation (COST) | 0.7 | $1.2M | 3.1k | 376.88 | |
Verizon Communications (VZ) | 0.6 | $1.1M | 19k | 58.73 | |
Clorox Company (CLX) | 0.6 | $1.0M | 5.1k | 201.96 | |
Merck & Co (MRK) | 0.6 | $1.0M | 12k | 81.76 | |
Ericsson Adr B Sek 10 (ERIC) | 0.6 | $1.0M | 84k | 11.95 | |
Neogenomics Com New (NEO) | 0.5 | $964k | 18k | 53.85 | |
Toro Company (TTC) | 0.5 | $922k | 9.7k | 94.85 | |
Timken Company (TKR) | 0.5 | $919k | 13k | 73.44 | |
CVS Caremark Corporation (CVS) | 0.5 | $917k | 13k | 68.29 | |
Amazon (AMZN) | 0.5 | $886k | 272.00 | 3257.35 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $880k | 6.2k | 141.16 | |
Cooper Cos Com New | 0.5 | $847k | 2.3k | 363.36 | |
At&t (T) | 0.5 | $837k | 29k | 28.75 | |
Walt Disney Company (DIS) | 0.5 | $804k | 4.4k | 181.12 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.4 | $785k | 12k | 67.08 | |
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) | 0.4 | $757k | 12k | 65.83 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $744k | 2.0k | 373.68 | |
Colgate-Palmolive Company (CL) | 0.4 | $705k | 8.2k | 85.54 | |
Medtronic SHS (MDT) | 0.4 | $705k | 6.0k | 117.07 | |
CSX Corporation (CSX) | 0.4 | $667k | 7.4k | 90.75 | |
Texas Instruments Incorporated (TXN) | 0.3 | $613k | 3.7k | 164.12 | |
Novartis Sponsored Adr (NVS) | 0.3 | $604k | 6.4k | 94.43 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $587k | 11k | 52.38 | |
Lauder Estee Cos Cl A (EL) | 0.3 | $580k | 2.2k | 266.06 | |
Quaker Chemical Corporation (KWR) | 0.3 | $557k | 2.2k | 253.18 | |
3M Company (MMM) | 0.3 | $548k | 3.1k | 174.63 | |
Southern Company (SO) | 0.3 | $499k | 8.1k | 61.42 | |
Danaher Corporation (DHR) | 0.3 | $486k | 2.2k | 222.22 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $477k | 2.3k | 211.91 | |
Dynatrace Com New (DT) | 0.3 | $463k | 11k | 43.27 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $423k | 3.1k | 134.97 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $423k | 1.2k | 356.96 | |
Hartford Financial Services (HIG) | 0.2 | $420k | 8.6k | 48.92 | |
Blackstone Group Com Cl A (BX) | 0.2 | $408k | 6.3k | 64.76 | |
Cerner Corporation | 0.2 | $408k | 5.2k | 78.46 | |
Futu Hldgs Spon Ads Cl A (FUTU) | 0.2 | $407k | 8.9k | 45.73 | |
Duke Energy Corp Com New (DUK) | 0.2 | $403k | 4.4k | 91.49 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $398k | 227.00 | 1753.30 | |
Datadog Cl A Com (DDOG) | 0.2 | $384k | 3.9k | 98.46 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.2 | $365k | 6.0k | 60.83 | |
Target Corporation (TGT) | 0.2 | $357k | 2.0k | 176.30 | |
McDonald's Corporation (MCD) | 0.2 | $350k | 1.6k | 214.72 | |
HEICO Corporation (HEI) | 0.2 | $326k | 2.5k | 132.25 | |
Veracyte (VCYT) | 0.2 | $321k | 6.6k | 49.01 | |
Wp Carey (WPC) | 0.2 | $308k | 4.4k | 70.63 | |
Codexis (CDXS) | 0.2 | $306k | 14k | 21.86 | |
Alliant Energy Corporation (LNT) | 0.2 | $301k | 5.9k | 51.45 | |
Travelers Companies (TRV) | 0.2 | $291k | 2.1k | 140.31 | |
Public Service Enterprise (PEG) | 0.2 | $289k | 5.0k | 58.38 | |
Silk Road Medical Inc Common (SILK) | 0.2 | $283k | 4.5k | 62.89 | |
NVIDIA Corporation (NVDA) | 0.2 | $274k | 525.00 | 521.90 | |
Fiserv (FI) | 0.2 | $271k | 2.4k | 114.06 | |
Ford Motor Company (F) | 0.1 | $257k | 29k | 8.79 | |
Marsh & McLennan Companies (MMC) | 0.1 | $246k | 2.1k | 117.14 | |
Consolidated Edison (ED) | 0.1 | $246k | 3.4k | 72.35 | |
EnerSys (ENS) | 0.1 | $241k | 2.9k | 83.10 | |
Waste Management (WM) | 0.1 | $212k | 1.8k | 117.78 | |
Cisco Systems (CSCO) | 0.1 | $210k | 4.7k | 44.68 | |
Oge Energy Corp (OGE) | 0.1 | $210k | 6.6k | 31.82 | |
Zto Express Cayman Sponsored Ads A (ZTO) | 0.1 | $204k | 7.0k | 29.13 | |
Eli Lilly & Co. (LLY) | 0.1 | $203k | 1.2k | 169.17 | |
Paychex (PAYX) | 0.1 | $199k | 2.1k | 93.21 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $198k | 1.0k | 195.07 | |
Quanta Services (PWR) | 0.1 | $198k | 2.8k | 72.00 | |
Shopify Cl A (SHOP) | 0.1 | $192k | 170.00 | 1129.41 | |
Church & Dwight (CHD) | 0.1 | $192k | 2.2k | 87.27 | |
Diageo Spon Adr New (DEO) | 0.1 | $191k | 1.2k | 159.17 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $183k | 1.4k | 127.00 | |
Starbucks Corporation (SBUX) | 0.1 | $183k | 1.7k | 107.02 | |
eBay (EBAY) | 0.1 | $181k | 3.6k | 50.28 | |
Prudential Financial (PRU) | 0.1 | $180k | 2.3k | 78.26 | |
Graham Hldgs Com Cl B (GHC) | 0.1 | $179k | 336.00 | 532.74 | |
O'reilly Automotive (ORLY) | 0.1 | $170k | 376.00 | 452.13 | |
Intel Corporation (INTC) | 0.1 | $170k | 3.4k | 50.00 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $170k | 3.4k | 50.00 | |
Lowe's Companies (LOW) | 0.1 | $170k | 1.1k | 160.08 | |
Bristol Myers Squibb (BMY) | 0.1 | $163k | 2.6k | 62.07 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $163k | 520.00 | 313.46 | |
Spire (SR) | 0.1 | $160k | 2.5k | 64.00 | |
Rite Aid Corporation (RADCQ) | 0.1 | $158k | 10k | 15.86 | |
Raytheon Technologies Corp (RTX) | 0.1 | $155k | 2.2k | 71.69 | |
Norfolk Southern (NSC) | 0.1 | $154k | 650.00 | 236.92 | |
Boeing Company (BA) | 0.1 | $147k | 686.00 | 214.29 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $140k | 280.00 | 500.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $135k | 77.00 | 1753.25 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $135k | 1.5k | 91.53 | |
Genuine Parts Company (GPC) | 0.1 | $131k | 1.3k | 100.77 | |
Facebook Cl A (META) | 0.1 | $130k | 476.00 | 273.11 | |
Genmab A/s Sponsored Ads (GMAB) | 0.1 | $122k | 3.0k | 40.67 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $122k | 525.00 | 232.38 | |
Exxon Mobil Corporation (XOM) | 0.1 | $119k | 2.9k | 41.16 | |
United Rentals (URI) | 0.1 | $116k | 500.00 | 232.00 | |
Qualcomm (QCOM) | 0.1 | $114k | 750.00 | 152.00 | |
Paycom Software (PAYC) | 0.1 | $113k | 250.00 | 452.00 | |
Otis Worldwide Corp (OTIS) | 0.1 | $109k | 1.6k | 67.41 | |
Zoom Video Communications In Cl A (ZM) | 0.1 | $105k | 310.00 | 338.71 | |
Lemonade (LMND) | 0.1 | $104k | 850.00 | 122.35 | |
Zoetis Cl A (ZTS) | 0.1 | $102k | 614.00 | 166.12 | |
Corteva (CTVA) | 0.1 | $99k | 2.6k | 38.79 | |
Alcon Ord Shs (ALC) | 0.1 | $92k | 1.4k | 65.81 | |
Electronic Arts (EA) | 0.1 | $90k | 630.00 | 142.86 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $87k | 955.00 | 91.10 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $82k | 754.00 | 108.75 | |
Ishares Gold Trust Ishares | 0.0 | $82k | 4.5k | 18.22 | |
Draftkings Com Cl A | 0.0 | $81k | 1.8k | 46.29 | |
Newmont Mining Corporation (NEM) | 0.0 | $80k | 1.3k | 60.15 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $79k | 770.00 | 102.60 | |
Emerson Electric (EMR) | 0.0 | $76k | 1.0k | 76.00 | |
Carrier Global Corporation (CARR) | 0.0 | $72k | 1.9k | 37.80 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $72k | 150.00 | 480.00 | |
EOG Resources (EOG) | 0.0 | $70k | 1.4k | 50.00 | |
Fortune Brands (FBIN) | 0.0 | $69k | 800.00 | 86.25 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $69k | 200.00 | 345.00 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $68k | 270.00 | 251.85 | |
Genworth Finl Com Cl A (GNW) | 0.0 | $66k | 15k | 4.37 | |
Roku Com Cl A (ROKU) | 0.0 | $66k | 200.00 | 330.00 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $65k | 1.0k | 63.11 | |
Citigroup Com New (C) | 0.0 | $61k | 990.00 | 61.62 | |
Wec Energy Group (WEC) | 0.0 | $60k | 650.00 | 92.31 | |
Hca Holdings (HCA) | 0.0 | $58k | 350.00 | 165.71 | |
Chubb (CB) | 0.0 | $56k | 361.00 | 155.12 | |
Union Pacific Corporation (UNP) | 0.0 | $56k | 270.00 | 207.41 | |
Deere & Company (DE) | 0.0 | $54k | 200.00 | 270.00 | |
FedEx Corporation (FDX) | 0.0 | $52k | 200.00 | 260.00 | |
Chevron Corporation (CVX) | 0.0 | $51k | 600.00 | 85.00 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $50k | 475.00 | 105.26 | |
Illinois Tool Works (ITW) | 0.0 | $49k | 239.00 | 205.02 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $48k | 850.00 | 56.47 | |
Portland Gen Elec Com New (POR) | 0.0 | $47k | 1.1k | 42.73 | |
Palo Alto Networks (PANW) | 0.0 | $47k | 133.00 | 353.38 | |
DaVita (DVA) | 0.0 | $47k | 400.00 | 117.50 | |
Southwest Airlines (LUV) | 0.0 | $47k | 1.0k | 47.00 | |
American Tower Reit (AMT) | 0.0 | $45k | 199.00 | 226.13 | |
Bofi Holding (AX) | 0.0 | $45k | 1.2k | 37.50 | |
Edwards Lifesciences (EW) | 0.0 | $44k | 480.00 | 91.67 | |
Thermo Fisher Scientific (TMO) | 0.0 | $44k | 95.00 | 463.16 | |
Western Union Company (WU) | 0.0 | $44k | 2.0k | 22.00 | |
Square Cl A (SQ) | 0.0 | $44k | 200.00 | 220.00 | |
People's United Financial | 0.0 | $44k | 3.4k | 13.05 | |
Ishares Msci Gbl Gold Mn (RING) | 0.0 | $43k | 1.5k | 29.66 | |
Xilinx | 0.0 | $43k | 300.00 | 143.33 | |
MetLife (MET) | 0.0 | $42k | 900.00 | 46.67 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $42k | 450.00 | 93.33 | |
Automatic Data Processing (ADP) | 0.0 | $41k | 231.00 | 177.49 | |
Regions Financial Corporation (RF) | 0.0 | $40k | 2.5k | 16.00 | |
Duff & Phelps Utility & Corp Bond Trust | 0.0 | $40k | 4.0k | 10.07 | |
Fortive (FTV) | 0.0 | $39k | 550.00 | 70.91 | |
West Pharmaceutical Services (WST) | 0.0 | $39k | 138.00 | 282.61 | |
Aptiv SHS (APTV) | 0.0 | $39k | 300.00 | 130.00 | |
Beyond Meat (BYND) | 0.0 | $38k | 300.00 | 126.67 | |
Open Text Corp (OTEX) | 0.0 | $36k | 800.00 | 45.00 | |
Aurora Cannabis | 0.0 | $34k | 4.1k | 8.21 | |
Twilio Cl A (TWLO) | 0.0 | $34k | 100.00 | 340.00 | |
Glaxosmithkline Sponsored Adr | 0.0 | $33k | 900.00 | 36.67 | |
Caterpillar (CAT) | 0.0 | $32k | 177.00 | 180.79 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $31k | 459.00 | 67.54 | |
Evergy (EVRG) | 0.0 | $30k | 538.00 | 55.76 | |
Crown Castle Intl (CCI) | 0.0 | $30k | 191.00 | 157.07 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $30k | 151.00 | 198.68 | |
Baxter International (BAX) | 0.0 | $29k | 360.00 | 80.56 | |
Invesco Exchange Traded Fd T Cleantech Etf (ERTH) | 0.0 | $29k | 380.00 | 76.32 | |
Phillips 66 (PSX) | 0.0 | $29k | 410.00 | 70.73 | |
Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $28k | 1.0k | 28.00 | |
ACADIA Pharmaceuticals (ACAD) | 0.0 | $27k | 500.00 | 54.00 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $27k | 1.7k | 15.61 | |
Dow (DOW) | 0.0 | $26k | 463.00 | 56.16 | |
Eversource Energy (ES) | 0.0 | $25k | 288.00 | 86.81 | |
IDEXX Laboratories (IDXX) | 0.0 | $25k | 50.00 | 500.00 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $25k | 400.00 | 62.50 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $25k | 425.00 | 58.82 | |
CMS Energy Corporation (CMS) | 0.0 | $24k | 400.00 | 60.00 | |
Nio Spon Ads (NIO) | 0.0 | $24k | 500.00 | 48.00 | |
Ballard Pwr Sys (BLDP) | 0.0 | $23k | 1.0k | 23.00 | |
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $23k | 100.00 | 230.00 | |
Dollar Tree (DLTR) | 0.0 | $22k | 200.00 | 110.00 | |
salesforce (CRM) | 0.0 | $22k | 100.00 | 220.00 | |
Exelixis (EXEL) | 0.0 | $22k | 1.1k | 20.00 | |
Stryker Corporation (SYK) | 0.0 | $22k | 90.00 | 244.44 | |
Realty Income (O) | 0.0 | $21k | 330.00 | 63.64 | |
SYSCO Corporation (SYY) | 0.0 | $21k | 284.00 | 73.94 | |
Nike CL B (NKE) | 0.0 | $21k | 150.00 | 140.00 | |
Cree | 0.0 | $21k | 200.00 | 105.00 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $21k | 100.00 | 210.00 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $21k | 500.00 | 42.00 | |
Aphria Inc foreign | 0.0 | $21k | 3.0k | 7.00 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $20k | 348.00 | 57.47 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $20k | 300.00 | 66.67 | |
Mid-America Apartment (MAA) | 0.0 | $20k | 155.00 | 129.03 | |
Air Products & Chemicals (APD) | 0.0 | $20k | 75.00 | 266.67 | |
First Tr Morningstar Divid L SHS (FDL) | 0.0 | $19k | 650.00 | 29.23 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $19k | 200.00 | 95.00 | |
Prologis (PLD) | 0.0 | $19k | 190.00 | 100.00 | |
Servicenow (NOW) | 0.0 | $19k | 34.00 | 558.82 | |
Annaly Capital Management | 0.0 | $19k | 2.2k | 8.49 | |
Phillips 66 Partners Com Unit Rep Int | 0.0 | $18k | 700.00 | 25.71 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $18k | 80.00 | 225.00 | |
Chegg (CHGG) | 0.0 | $18k | 200.00 | 90.00 | |
Chewy Cl A (CHWY) | 0.0 | $18k | 200.00 | 90.00 | |
Seagen | 0.0 | $18k | 100.00 | 180.00 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $17k | 200.00 | 85.00 | |
Diebold Incorporated | 0.0 | $16k | 1.5k | 10.67 | |
Mitek Sys Com New (MITK) | 0.0 | $16k | 900.00 | 17.78 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $16k | 58.00 | 275.86 | |
Key (KEY) | 0.0 | $16k | 1.0k | 16.00 | |
Neogen Corporation (NEOG) | 0.0 | $16k | 200.00 | 80.00 | |
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) | 0.0 | $16k | 1.0k | 16.00 | |
Pinterest Cl A (PINS) | 0.0 | $15k | 225.00 | 66.67 | |
Welltower Inc Com reit (WELL) | 0.0 | $15k | 230.00 | 65.22 | |
Oneok (OKE) | 0.0 | $15k | 400.00 | 37.50 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $15k | 50.00 | 300.00 | |
Arista Networks (ANET) | 0.0 | $15k | 50.00 | 300.00 | |
Endava Ads (DAVA) | 0.0 | $15k | 200.00 | 75.00 | |
Dupont De Nemours (DD) | 0.0 | $15k | 463.00 | 32.40 | |
Alector (ALEC) | 0.0 | $14k | 900.00 | 15.56 | |
Us Bancorp Del Com New (USB) | 0.0 | $14k | 300.00 | 46.67 | |
Anika Therapeutics (ANIK) | 0.0 | $14k | 300.00 | 46.67 | |
Regenxbio Inc equity us cm (RGNX) | 0.0 | $14k | 300.00 | 46.67 | |
Gw Pharmaceuticals Ads | 0.0 | $14k | 120.00 | 116.67 | |
PPL Corporation (PPL) | 0.0 | $14k | 500.00 | 28.00 | |
Chimera Invt Corp Com New (CIM) | 0.0 | $14k | 1.4k | 10.11 | |
DNP Select Income Fund (DNP) | 0.0 | $14k | 1.4k | 10.36 | |
Timkensteel (MTUS) | 0.0 | $13k | 2.8k | 4.72 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $13k | 150.00 | 86.67 | |
International Business Machines (IBM) | 0.0 | $13k | 100.00 | 130.00 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $13k | 100.00 | 130.00 | |
Exelon Corporation (EXC) | 0.0 | $13k | 300.00 | 43.33 | |
Flex Ord (FLEX) | 0.0 | $13k | 700.00 | 18.57 | |
Te Connectivity Reg Shs (TEL) | 0.0 | $12k | 100.00 | 120.00 | |
Flexion Therapeutics | 0.0 | $12k | 1.0k | 12.00 | |
General Mills (GIS) | 0.0 | $12k | 207.00 | 57.97 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $11k | 2.8k | 3.93 | |
Amgen (AMGN) | 0.0 | $11k | 50.00 | 220.00 | |
Docusign (DOCU) | 0.0 | $11k | 50.00 | 220.00 | |
Two Hbrs Invt Corp Com New | 0.0 | $10k | 1.5k | 6.67 | |
Boston Scientific Corporation (BSX) | 0.0 | $10k | 280.00 | 35.71 | |
Healthcare Tr Amer Cl A New | 0.0 | $10k | 377.00 | 26.53 | |
International Paper Company (IP) | 0.0 | $10k | 200.00 | 50.00 | |
Ameresco Cl A (AMRC) | 0.0 | $10k | 200.00 | 50.00 | |
Dish Network Corporation Cl A | 0.0 | $10k | 300.00 | 33.33 | |
Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $9.0k | 175.00 | 51.43 | |
Canopy Gro | 0.0 | $9.0k | 350.00 | 25.71 | |
Applied Materials (AMAT) | 0.0 | $9.0k | 100.00 | 90.00 | |
Advanced Micro Devices (AMD) | 0.0 | $9.0k | 100.00 | 90.00 | |
Nautilus (BFXXQ) | 0.0 | $9.0k | 500.00 | 18.00 | |
GDL Com Sh Ben It (GDL) | 0.0 | $9.0k | 1.0k | 9.00 | |
Clean Energy Fuels (CLNE) | 0.0 | $8.0k | 1.0k | 8.00 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $8.0k | 100.00 | 80.00 | |
Ingevity (NGVT) | 0.0 | $8.0k | 100.00 | 80.00 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $8.0k | 25.00 | 320.00 | |
Parker-Hannifin Corporation (PH) | 0.0 | $8.0k | 31.00 | 258.06 | |
Chemours (CC) | 0.0 | $8.0k | 323.00 | 24.77 | |
stock | 0.0 | $7.0k | 42.00 | 166.67 | |
Becton, Dickinson and (BDX) | 0.0 | $7.0k | 27.00 | 259.26 | |
ConocoPhillips (COP) | 0.0 | $7.0k | 200.00 | 35.00 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $7.0k | 800.00 | 8.75 | |
Sally Beauty Holdings (SBH) | 0.0 | $7.0k | 500.00 | 14.00 | |
Global Partners Com Units (GLP) | 0.0 | $7.0k | 400.00 | 17.50 | |
Zynex (ZYXI) | 0.0 | $7.0k | 500.00 | 14.00 | |
Purple Innovatio (PRPL) | 0.0 | $7.0k | 200.00 | 35.00 | |
Hovnanian Enterprises Cl A New (HOV) | 0.0 | $7.0k | 200.00 | 35.00 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $7.0k | 17.00 | 411.76 | |
T. Rowe Price (TROW) | 0.0 | $7.0k | 48.00 | 145.83 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $7.0k | 75.00 | 93.33 | |
iRobot Corporation (IRBT) | 0.0 | $7.0k | 85.00 | 82.35 | |
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $7.0k | 300.00 | 23.33 | |
Viatris (VTRS) | 0.0 | $6.0k | 314.00 | 19.11 | |
Ellington Financial Inc ellington financ (EFC) | 0.0 | $6.0k | 417.00 | 14.39 | |
Kroger (KR) | 0.0 | $6.0k | 200.00 | 30.00 | |
Penske Automotive (PAG) | 0.0 | $6.0k | 100.00 | 60.00 | |
Yamana Gold | 0.0 | $6.0k | 1.0k | 6.00 | |
Alkermes SHS (ALKS) | 0.0 | $6.0k | 300.00 | 20.00 | |
Humana (HUM) | 0.0 | $6.0k | 14.00 | 428.57 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $6.0k | 82.00 | 73.17 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $5.0k | 20.00 | 250.00 | |
Boston Properties (BXP) | 0.0 | $5.0k | 50.00 | 100.00 | |
Anthem (ELV) | 0.0 | $5.0k | 16.00 | 312.50 | |
Trane Technologies SHS (TT) | 0.0 | $5.0k | 34.00 | 147.06 | |
Leggett & Platt (LEG) | 0.0 | $4.0k | 95.00 | 42.11 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $4.0k | 65.00 | 61.54 | |
V.F. Corporation (VFC) | 0.0 | $4.0k | 50.00 | 80.00 | |
Jabil Circuit (JBL) | 0.0 | $4.0k | 100.00 | 40.00 | |
Orbcomm | 0.0 | $4.0k | 500.00 | 8.00 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.0 | $4.0k | 84.00 | 47.62 | |
Omni (OMC) | 0.0 | $3.0k | 50.00 | 60.00 | |
Outfront Media (OUT) | 0.0 | $3.0k | 150.00 | 20.00 | |
Moderna (MRNA) | 0.0 | $3.0k | 25.00 | 120.00 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $3.0k | 26.00 | 115.38 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $3.0k | 22.00 | 136.36 | |
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.0 | $3.0k | 58.00 | 51.72 | |
Ishares Tr Global Reit Etf (REET) | 0.0 | $3.0k | 126.00 | 23.81 | |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $3.0k | 105.00 | 28.57 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $2.0k | 37.00 | 54.05 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.0k | 19.00 | 105.26 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.0k | 11.00 | 181.82 | |
Penn National Gaming (PENN) | 0.0 | $2.0k | 21.00 | 95.24 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $2.0k | 16.00 | 125.00 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.0k | 25.00 | 80.00 | |
First Tr Energy Infrastrctr (FIF) | 0.0 | $2.0k | 200.00 | 10.00 | |
Liberty Media Corp Del Com A Braves Grp | 0.0 | $2.0k | 100.00 | 20.00 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $2.0k | 84.00 | 23.81 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $2.0k | 52.00 | 38.46 | |
Novagold Res Com New (NG) | 0.0 | $2.0k | 249.00 | 8.03 | |
Eastman Kodak Com New (KODK) | 0.0 | $1.0k | 97.00 | 10.31 | |
Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $1.0k | 29.00 | 34.48 | |
Unilever Spon Adr New (UL) | 0.0 | $1.0k | 24.00 | 41.67 | |
Brighthouse Finl (BHF) | 0.0 | $1.0k | 18.00 | 55.56 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.0k | 15.00 | 66.67 | |
Advansix (ASIX) | 0.0 | $1.0k | 28.00 | 35.71 | |
Allegion Ord Shs (ALLE) | 0.0 | $1.0k | 11.00 | 90.91 | |
Northwest Pipe Company (NWPX) | 0.0 | $1.0k | 50.00 | 20.00 | |
Sorrento Therapeutics Com New (SRNEQ) | 0.0 | $1.0k | 200.00 | 5.00 | |
Danimer Scientific Com Cl A (DNMR) | 0.0 | $1.0k | 40.00 | 25.00 | |
Wabtec Corporation (WAB) | 0.0 | $999.999900 | 9.00 | 111.11 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $999.999000 | 70.00 | 14.29 | |
Plug Power Com New (PLUG) | 0.0 | $999.999000 | 30.00 | 33.33 | |
Ishares Tr Msci Intl Multft (INTF) | 0.0 | $999.999000 | 35.00 | 28.57 | |
Ingersoll Rand (IR) | 0.0 | $999.999000 | 30.00 | 33.33 | |
Dbv Technologies S A Sponsored Adr (DBVT) | 0.0 | $999.990000 | 300.00 | 3.33 | |
Bank of America Corporation (BAC) | 0.0 | $0 | 4.00 | 0.00 | |
Kopin Corporation (KOPN) | 0.0 | $0 | 100.00 | 0.00 | |
General Motors Company (GM) | 0.0 | $0 | 2.00 | 0.00 | |
Now (DNOW) | 0.0 | $0 | 25.00 | 0.00 | |
Brainstorm Cell Therapeutics Com New (BCLI) | 0.0 | $0 | 100.00 | 0.00 | |
Trilogy Metals (TMQ) | 0.0 | $0 | 4.00 | 0.00 | |
Adient Ord Shs (ADNT) | 0.0 | $0 | 9.00 | 0.00 | |
Cel-sci Corp Com Par New (CVM) | 0.0 | $0 | 40.00 | 0.00 | |
Perspecta | 0.0 | $0 | 12.00 | 0.00 | |
Nikola Corp (NKLA) | 0.0 | $0 | 10.00 | 0.00 |