Mark Sheptoff Financial Planning as of June 30, 2022
Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 391 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 9.2 | $16M | 31k | 513.62 | |
Nextera Energy (NEE) | 8.8 | $15M | 198k | 77.46 | |
Microsoft Corporation (MSFT) | 8.0 | $14M | 54k | 256.83 | |
Pepsi (PEP) | 4.7 | $8.2M | 49k | 166.65 | |
Apple (AAPL) | 4.5 | $7.8M | 57k | 136.73 | |
Johnson & Johnson (JNJ) | 4.2 | $7.3M | 41k | 177.50 | |
Abbott Laboratories (ABT) | 3.4 | $6.0M | 55k | 108.65 | |
Veeva Sys Cl A Com (VEEV) | 3.2 | $5.6M | 29k | 198.05 | |
Hormel Foods Corporation (HRL) | 3.2 | $5.5M | 116k | 47.36 | |
Abbvie (ABBV) | 2.7 | $4.7M | 31k | 153.15 | |
Tesla Motors (TSLA) | 2.0 | $3.5M | 5.1k | 673.47 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $3.4M | 12k | 281.77 | |
Smucker J M Com New (SJM) | 1.9 | $3.2M | 25k | 128.02 | |
Mondelez Intl Cl A (MDLZ) | 1.6 | $2.7M | 44k | 62.09 | |
American Water Works (AWK) | 1.5 | $2.6M | 17k | 148.76 | |
Coca-Cola Company (KO) | 1.4 | $2.5M | 40k | 62.90 | |
Constellation Brands Cl A (STZ) | 1.4 | $2.4M | 10k | 233.08 | |
American Electric Power Company (AEP) | 1.2 | $2.1M | 21k | 95.96 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.0M | 7.2k | 273.08 | |
Visa Com Cl A (V) | 1.1 | $1.9M | 9.7k | 196.94 | |
General Dynamics Corporation (GD) | 1.0 | $1.8M | 7.9k | 221.29 | |
Pfizer (PFE) | 0.9 | $1.6M | 31k | 52.44 | |
Zim Integrated Shipping Serv SHS (ZIM) | 0.9 | $1.6M | 34k | 47.24 | |
At&t (T) | 0.9 | $1.5M | 71k | 20.97 | |
Costco Wholesale Corporation (COST) | 0.8 | $1.4M | 3.0k | 479.23 | |
L3harris Technologies (LHX) | 0.8 | $1.4M | 5.8k | 241.71 | |
United Parcel Service CL B (UPS) | 0.8 | $1.4M | 7.4k | 182.55 | |
Honeywell International (HON) | 0.7 | $1.3M | 7.4k | 173.76 | |
Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $1.3M | 32k | 39.19 | |
Merck & Co (MRK) | 0.7 | $1.2M | 13k | 91.20 | |
Home Depot (HD) | 0.7 | $1.2M | 4.4k | 274.32 | |
Procter & Gamble Company (PG) | 0.7 | $1.2M | 8.3k | 143.75 | |
Verizon Communications (VZ) | 0.7 | $1.2M | 23k | 50.77 | |
Lockheed Martin Corporation (LMT) | 0.7 | $1.2M | 2.7k | 429.94 | |
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.7 | $1.2M | 13k | 86.79 | |
CVS Caremark Corporation (CVS) | 0.6 | $1.0M | 11k | 92.69 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.6 | $1.0M | 14k | 74.19 | |
Marathon Oil Corporation (MRO) | 0.6 | $998k | 44k | 22.48 | |
Timken Company (TKR) | 0.5 | $919k | 13k | 73.44 | |
Devon Energy Corporation (DVN) | 0.5 | $918k | 17k | 55.09 | |
Raytheon Technologies Corp (RTX) | 0.5 | $914k | 9.5k | 96.08 | |
Danaher Corporation (DHR) | 0.5 | $835k | 3.3k | 253.49 | |
Paypal Holdings (PYPL) | 0.4 | $750k | 11k | 69.82 | |
Toro Company (TTC) | 0.4 | $749k | 9.9k | 75.79 | |
Cooper Cos Com New | 0.4 | $730k | 2.3k | 313.17 | |
Clorox Company (CLX) | 0.4 | $719k | 5.1k | 140.98 | |
Colgate-Palmolive Company (CL) | 0.4 | $670k | 8.4k | 80.14 | |
McDonald's Corporation (MCD) | 0.4 | $649k | 2.6k | 246.77 | |
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.4 | $645k | 24k | 26.65 | |
Shell Spon Ads (SHEL) | 0.4 | $638k | 12k | 52.30 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $596k | 1.6k | 376.98 | |
Amazon (AMZN) | 0.3 | $587k | 5.5k | 106.15 | |
Texas Instruments Incorporated (TXN) | 0.3 | $574k | 3.7k | 153.68 | |
Micron Technology (MU) | 0.3 | $565k | 10k | 55.26 | |
Baker Hughes Company Cl A (BKR) | 0.3 | $557k | 19k | 28.86 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $554k | 3.9k | 143.45 | |
Duke Energy Corp Com New (DUK) | 0.3 | $538k | 5.0k | 107.21 | |
Hartford Financial Services (HIG) | 0.3 | $534k | 8.2k | 65.44 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $502k | 5.5k | 91.27 | |
Lauder Estee Cos Cl A (EL) | 0.3 | $479k | 1.9k | 254.79 | |
Southern Company (SO) | 0.3 | $476k | 6.7k | 71.31 | |
Dynatrace Com New (DT) | 0.3 | $474k | 12k | 39.46 | |
Eli Lilly & Co. (LLY) | 0.3 | $457k | 1.4k | 324.34 | |
Medtronic SHS (MDT) | 0.3 | $451k | 5.0k | 89.72 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $442k | 3.3k | 135.00 | |
Novartis Sponsored Adr (NVS) | 0.2 | $424k | 5.0k | 84.53 | |
3M Company (MMM) | 0.2 | $407k | 3.1k | 129.54 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.2 | $379k | 6.0k | 63.17 | |
Alliant Energy Corporation (LNT) | 0.2 | $355k | 6.1k | 58.68 | |
Public Service Enterprise (PEG) | 0.2 | $345k | 5.5k | 63.30 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $342k | 1.1k | 315.21 | |
Travelers Companies (TRV) | 0.2 | $335k | 2.0k | 168.94 | |
Quaker Chemical Corporation (KWR) | 0.2 | $329k | 2.2k | 149.55 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $328k | 2.9k | 112.75 | |
Consolidated Edison (ED) | 0.2 | $323k | 3.4k | 95.00 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $311k | 142.00 | 2190.14 | |
Walt Disney Company (DIS) | 0.2 | $290k | 3.1k | 94.40 | |
Waste Management (WM) | 0.2 | $283k | 1.9k | 152.97 | |
Global X Fds Lithium Btry Etf (LIT) | 0.2 | $280k | 3.9k | 72.73 | |
NVIDIA Corporation (NVDA) | 0.2 | $280k | 1.9k | 151.35 | |
Exxon Mobil Corporation (XOM) | 0.2 | $265k | 3.1k | 85.70 | |
CSX Corporation (CSX) | 0.1 | $257k | 8.9k | 29.04 | |
Oge Energy Corp (OGE) | 0.1 | $254k | 6.6k | 38.48 | |
O'reilly Automotive (ORLY) | 0.1 | $253k | 400.00 | 632.50 | |
Marsh & McLennan Companies (MMC) | 0.1 | $250k | 1.6k | 155.38 | |
Quanta Services (PWR) | 0.1 | $244k | 2.0k | 125.13 | |
Genuine Parts Company (GPC) | 0.1 | $239k | 1.8k | 132.78 | |
Bristol Myers Squibb (BMY) | 0.1 | $222k | 2.9k | 77.11 | |
Fiserv (FI) | 0.1 | $211k | 2.4k | 88.80 | |
Diageo Spon Adr New (DEO) | 0.1 | $209k | 1.2k | 174.17 | |
Church & Dwight (CHD) | 0.1 | $204k | 2.2k | 92.73 | |
Wal-Mart Stores (WMT) | 0.1 | $196k | 1.6k | 121.59 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $191k | 1.0k | 188.18 | |
Lowe's Companies (LOW) | 0.1 | $189k | 1.1k | 174.84 | |
Harmony Biosciences Hldgs In (HRMY) | 0.1 | $176k | 3.6k | 48.89 | |
Cisco Systems (CSCO) | 0.1 | $175k | 4.1k | 42.68 | |
HEICO Corporation (HEI) | 0.1 | $170k | 1.3k | 131.27 | |
EOG Resources (EOG) | 0.1 | $155k | 1.4k | 110.71 | |
Intel Corporation (INTC) | 0.1 | $154k | 4.1k | 37.36 | |
Dex (DXCM) | 0.1 | $151k | 2.0k | 74.75 | |
Norfolk Southern (NSC) | 0.1 | $148k | 650.00 | 227.69 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $146k | 3.7k | 39.28 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $139k | 64.00 | 2171.88 | |
Matador Resources (MTDR) | 0.1 | $130k | 2.8k | 46.43 | |
United Rentals (URI) | 0.1 | $121k | 500.00 | 242.00 | |
Otis Worldwide Corp (OTIS) | 0.1 | $119k | 1.7k | 70.92 | |
Ally Financial (ALLY) | 0.1 | $112k | 3.4k | 33.41 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $112k | 1.3k | 87.84 | |
Golden Ocean Group Shs New (GOGL) | 0.1 | $109k | 9.4k | 11.60 | |
Rada Electr Inds Com Par New | 0.1 | $108k | 12k | 9.23 | |
eBay (EBAY) | 0.1 | $108k | 2.6k | 41.54 | |
Zoetis Cl A (ZTS) | 0.1 | $106k | 614.00 | 172.64 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $104k | 372.00 | 279.57 | |
EnerSys (ENS) | 0.1 | $102k | 1.7k | 59.13 | |
Enbridge (ENB) | 0.1 | $101k | 2.4k | 42.08 | |
Qualcomm (QCOM) | 0.1 | $100k | 779.00 | 128.37 | |
Rivian Automotive Com Cl A (RIVN) | 0.1 | $96k | 3.7k | 25.77 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $93k | 816.00 | 113.97 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $92k | 905.00 | 101.66 | |
Emerson Electric (EMR) | 0.1 | $92k | 1.2k | 79.17 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $90k | 238.00 | 378.15 | |
Corteva (CTVA) | 0.1 | $89k | 1.7k | 53.84 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $89k | 150.00 | 593.33 | |
Bunge | 0.1 | $88k | 975.00 | 90.26 | |
Chevron Corporation (CVX) | 0.1 | $87k | 600.00 | 145.00 | |
Boeing Company (BA) | 0.1 | $87k | 476.00 | 182.77 | |
Hp (HPQ) | 0.0 | $86k | 2.6k | 32.76 | |
Oneok (OKE) | 0.0 | $77k | 1.4k | 55.48 | |
Hca Holdings (HCA) | 0.0 | $76k | 450.00 | 168.89 | |
Carrier Global Corporation (CARR) | 0.0 | $74k | 2.1k | 35.65 | |
Palo Alto Networks (PANW) | 0.0 | $74k | 150.00 | 493.33 | |
Casella Waste Sys Cl A (CWST) | 0.0 | $73k | 1.0k | 73.00 | |
Phillips 66 (PSX) | 0.0 | $71k | 870.00 | 81.61 | |
Chubb (CB) | 0.0 | $71k | 361.00 | 196.68 | |
American Tower Reit (AMT) | 0.0 | $70k | 273.00 | 256.41 | |
Paycom Software (PAYC) | 0.0 | $70k | 250.00 | 280.00 | |
Citigroup Com New (C) | 0.0 | $69k | 1.5k | 46.31 | |
Genmab A/s Sponsored Ads (GMAB) | 0.0 | $68k | 2.1k | 32.38 | |
Union Pacific Corporation (UNP) | 0.0 | $68k | 321.00 | 211.84 | |
Entergy Corporation (ETR) | 0.0 | $68k | 600.00 | 113.33 | |
Genworth Finl Com Cl A (GNW) | 0.0 | $66k | 15k | 4.37 | |
Rite Aid Corporation (RADCQ) | 0.0 | $66k | 9.8k | 6.77 | |
Wec Energy Group (WEC) | 0.0 | $65k | 650.00 | 100.00 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $60k | 270.00 | 222.22 | |
Starbucks Corporation (SBUX) | 0.0 | $60k | 779.00 | 77.02 | |
Evoqua Water Technologies Corp | 0.0 | $60k | 1.9k | 32.43 | |
Meta Platforms Cl A (META) | 0.0 | $58k | 361.00 | 160.66 | |
MetLife (MET) | 0.0 | $57k | 900.00 | 63.33 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $56k | 475.00 | 117.89 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $55k | 510.00 | 107.84 | |
Us Bancorp Del Com New (USB) | 0.0 | $55k | 1.2k | 45.83 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $54k | 632.00 | 85.44 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $53k | 300.00 | 176.67 | |
Portland Gen Elec Com New (POR) | 0.0 | $53k | 1.1k | 48.18 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $53k | 850.00 | 62.35 | |
Thermo Fisher Scientific (TMO) | 0.0 | $52k | 95.00 | 547.37 | |
Timkensteel (MTUS) | 0.0 | $52k | 2.8k | 18.87 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $51k | 386.00 | 132.12 | |
Electronic Arts (EA) | 0.0 | $51k | 420.00 | 121.43 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $51k | 730.00 | 69.86 | |
Automatic Data Processing (ADP) | 0.0 | $49k | 231.00 | 212.12 | |
Prudential Financial (PRU) | 0.0 | $48k | 500.00 | 96.00 | |
Fortune Brands (FBIN) | 0.0 | $48k | 800.00 | 60.00 | |
Edwards Lifesciences (EW) | 0.0 | $46k | 480.00 | 95.83 | |
Bank of America Corporation (BAC) | 0.0 | $46k | 1.5k | 31.40 | |
DNP Select Income Fund (DNP) | 0.0 | $45k | 4.2k | 10.74 | |
Corning Incorporated (GLW) | 0.0 | $45k | 1.3k | 34.62 | |
West Pharmaceutical Services (WST) | 0.0 | $42k | 138.00 | 304.35 | |
Jabil Circuit (JBL) | 0.0 | $41k | 800.00 | 51.25 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $41k | 504.00 | 81.35 | |
Steel Dynamics (STLD) | 0.0 | $40k | 600.00 | 66.67 | |
Advanced Micro Devices (AMD) | 0.0 | $40k | 517.00 | 77.37 | |
Cummins (CMI) | 0.0 | $39k | 200.00 | 195.00 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $38k | 105.00 | 361.90 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $38k | 584.00 | 65.07 | |
Diamondback Energy (FANG) | 0.0 | $37k | 308.00 | 120.13 | |
Illinois Tool Works (ITW) | 0.0 | $36k | 200.00 | 180.00 | |
Southwest Airlines (LUV) | 0.0 | $36k | 1.0k | 36.00 | |
Evergy (EVRG) | 0.0 | $35k | 538.00 | 65.06 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $34k | 201.00 | 169.15 | |
Paychex (PAYX) | 0.0 | $34k | 300.00 | 113.33 | |
Western Union Company (WU) | 0.0 | $33k | 2.0k | 16.50 | |
DaVita (DVA) | 0.0 | $32k | 400.00 | 80.00 | |
Morgan Stanley Com New (MS) | 0.0 | $31k | 413.00 | 75.06 | |
Open Text Corp (OTEX) | 0.0 | $30k | 800.00 | 37.50 | |
Kellogg Company (K) | 0.0 | $29k | 400.00 | 72.50 | |
SYSCO Corporation (SYY) | 0.0 | $29k | 338.00 | 85.80 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $29k | 459.00 | 63.18 | |
Dupont De Nemours (DD) | 0.0 | $29k | 520.00 | 55.77 | |
Dell Technologies CL C (DELL) | 0.0 | $29k | 630.00 | 46.03 | |
Veracyte (VCYT) | 0.0 | $28k | 1.4k | 20.00 | |
Chesapeake Utilities Corporation (CPK) | 0.0 | $27k | 206.00 | 131.07 | |
CMS Energy Corporation (CMS) | 0.0 | $27k | 400.00 | 67.50 | |
Aptiv SHS (APTV) | 0.0 | $27k | 300.00 | 90.00 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $27k | 425.00 | 63.53 | |
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) | 0.0 | $27k | 275.00 | 98.18 | |
Mid-America Apartment (MAA) | 0.0 | $27k | 155.00 | 174.19 | |
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $26k | 3.5k | 7.43 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $26k | 300.00 | 86.67 | |
Nike CL B (NKE) | 0.0 | $26k | 254.00 | 102.36 | |
Dow (DOW) | 0.0 | $26k | 499.00 | 52.10 | |
Bofi Holding (AX) | 0.0 | $25k | 700.00 | 35.71 | |
Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $25k | 1.0k | 25.00 | |
Enterprise Products Partners (EPD) | 0.0 | $25k | 1.0k | 24.51 | |
Viatris (VTRS) | 0.0 | $25k | 2.4k | 10.45 | |
GDL Com Sh Ben It (GDL) | 0.0 | $25k | 3.0k | 8.33 | |
Caterpillar (CAT) | 0.0 | $24k | 132.00 | 181.82 | |
Eversource Energy (ES) | 0.0 | $24k | 288.00 | 83.33 | |
Sun Life Financial (SLF) | 0.0 | $24k | 530.00 | 45.28 | |
Fortive (FTV) | 0.0 | $24k | 450.00 | 53.33 | |
Realty Income (O) | 0.0 | $23k | 330.00 | 69.70 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $23k | 450.00 | 51.11 | |
Prologis (PLD) | 0.0 | $22k | 190.00 | 115.79 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $22k | 267.00 | 82.40 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $22k | 300.00 | 73.33 | |
Ishares Msci Gbl Gold Mn (RING) | 0.0 | $21k | 950.00 | 22.11 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $21k | 500.00 | 42.00 | |
Generac Holdings (GNRC) | 0.0 | $21k | 100.00 | 210.00 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $19k | 1.7k | 10.98 | |
Welltower Inc Com reit (WELL) | 0.0 | $19k | 230.00 | 82.61 | |
ConocoPhillips (COP) | 0.0 | $19k | 200.00 | 95.00 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $19k | 166.00 | 114.46 | |
CarMax (KMX) | 0.0 | $18k | 200.00 | 90.00 | |
Air Products & Chemicals (APD) | 0.0 | $18k | 75.00 | 240.00 | |
Stryker Corporation (SYK) | 0.0 | $18k | 90.00 | 200.00 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $18k | 80.00 | 225.00 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $18k | 500.00 | 36.00 | |
Endava Ads (DAVA) | 0.0 | $18k | 200.00 | 90.00 | |
Seagen | 0.0 | $18k | 100.00 | 180.00 | |
ConAgra Foods (CAG) | 0.0 | $17k | 500.00 | 34.00 | |
Williams Companies (WMB) | 0.0 | $16k | 525.00 | 30.48 | |
Dollar Tree (DLTR) | 0.0 | $16k | 100.00 | 160.00 | |
Key (KEY) | 0.0 | $16k | 1.0k | 16.00 | |
Roku Com Cl A (ROKU) | 0.0 | $16k | 200.00 | 80.00 | |
Altria (MO) | 0.0 | $16k | 391.00 | 40.92 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $15k | 50.00 | 300.00 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $15k | 150.00 | 100.00 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $15k | 550.00 | 27.27 | |
Exelon Corporation (EXC) | 0.0 | $14k | 300.00 | 46.67 | |
Annaly Capital Management | 0.0 | $13k | 2.2k | 5.81 | |
International Business Machines (IBM) | 0.0 | $13k | 100.00 | 130.00 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $13k | 1.0k | 13.00 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $13k | 100.00 | 130.00 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $13k | 230.00 | 56.52 | |
Chimera Invt Corp Com New (CIM) | 0.0 | $12k | 1.4k | 8.66 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $12k | 2.5k | 4.80 | |
Amgen (AMGN) | 0.0 | $12k | 50.00 | 240.00 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $12k | 100.00 | 120.00 | |
First Tr Morningstar Divid L SHS (FDL) | 0.0 | $12k | 350.00 | 34.29 | |
Crown Castle Intl (CCI) | 0.0 | $11k | 65.00 | 169.23 | |
FedEx Corporation (FDX) | 0.0 | $11k | 50.00 | 220.00 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $11k | 20.00 | 550.00 | |
Te Connectivity SHS (TEL) | 0.0 | $11k | 100.00 | 110.00 | |
Healthcare Tr Amer Cl A New | 0.0 | $11k | 377.00 | 29.18 | |
Neogenomics Com New (NEO) | 0.0 | $11k | 1.3k | 8.46 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $10k | 960.00 | 10.42 | |
Chemours (CC) | 0.0 | $10k | 323.00 | 30.96 | |
Penske Automotive (PAG) | 0.0 | $10k | 100.00 | 100.00 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $10k | 100.00 | 100.00 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $10k | 109.00 | 91.74 | |
Flex Ord (FLEX) | 0.0 | $10k | 700.00 | 14.29 | |
Waste Connections (WCN) | 0.0 | $9.0k | 69.00 | 130.43 | |
Stanley Black & Decker (SWK) | 0.0 | $9.0k | 50.00 | 180.00 | |
General Mills (GIS) | 0.0 | $9.0k | 125.00 | 72.00 | |
Mosaic (MOS) | 0.0 | $9.0k | 200.00 | 45.00 | |
Cleveland-cliffs (CLF) | 0.0 | $9.0k | 600.00 | 15.00 | |
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $9.0k | 200.00 | 45.00 | |
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $9.0k | 400.00 | 22.50 | |
Tilray Brands Com Cl 2 (TLRY) | 0.0 | $8.0k | 2.5k | 3.18 | |
Nucor Corporation (NUE) | 0.0 | $8.0k | 76.00 | 105.26 | |
M&T Bank Corporation (MTB) | 0.0 | $8.0k | 53.00 | 150.94 | |
International Paper Company (IP) | 0.0 | $8.0k | 200.00 | 40.00 | |
Anthem (ELV) | 0.0 | $8.0k | 16.00 | 500.00 | |
Becton, Dickinson and (BDX) | 0.0 | $8.0k | 31.00 | 258.06 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $8.0k | 36.00 | 222.22 | |
Two Hbrs Invt Corp Com New | 0.0 | $7.0k | 1.5k | 4.67 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $7.0k | 42.00 | 166.67 | |
Humana (HUM) | 0.0 | $7.0k | 14.00 | 500.00 | |
LSB Industries (LXU) | 0.0 | $7.0k | 500.00 | 14.00 | |
General Motors Company (GM) | 0.0 | $7.0k | 224.00 | 31.25 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $7.0k | 50.00 | 140.00 | |
Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $7.0k | 125.00 | 56.00 | |
Chewy Cl A (CHWY) | 0.0 | $7.0k | 200.00 | 35.00 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $7.0k | 100.00 | 70.00 | |
Toyota Motor Corp Ads (TM) | 0.0 | $7.0k | 36.00 | 194.44 | |
Capital Bancorp (CBNK) | 0.0 | $7.0k | 300.00 | 23.33 | |
Baxter International (BAX) | 0.0 | $6.0k | 100.00 | 60.00 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $6.0k | 100.00 | 60.00 | |
Sally Beauty Holdings (SBH) | 0.0 | $6.0k | 500.00 | 12.00 | |
Zillow Group Cl A (ZG) | 0.0 | $6.0k | 200.00 | 30.00 | |
Ingevity (NGVT) | 0.0 | $6.0k | 100.00 | 60.00 | |
Fuelcell Energy (FCEL) | 0.0 | $6.0k | 1.5k | 4.00 | |
Republic Services (RSG) | 0.0 | $6.0k | 45.00 | 133.33 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $6.0k | 82.00 | 73.17 | |
Hovnanian Enterprises Cl A New (HOV) | 0.0 | $6.0k | 130.00 | 46.15 | |
Ford Motor Company (F) | 0.0 | $6.0k | 509.00 | 11.79 | |
Dish Network Corporation Cl A | 0.0 | $5.0k | 300.00 | 16.67 | |
T. Rowe Price (TROW) | 0.0 | $5.0k | 48.00 | 104.17 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $5.0k | 57.00 | 87.72 | |
Global Partners Com Units (GLP) | 0.0 | $5.0k | 200.00 | 25.00 | |
Yamana Gold | 0.0 | $5.0k | 1.0k | 5.00 | |
Codexis (CDXS) | 0.0 | $5.0k | 500.00 | 10.00 | |
Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $5.0k | 100.00 | 50.00 | |
Walgreen Boots Alliance (WBA) | 0.0 | $5.0k | 100.00 | 50.00 | |
Proterra | 0.0 | $5.0k | 1.0k | 5.00 | |
Alkermes SHS (ALKS) | 0.0 | $4.0k | 150.00 | 26.67 | |
Hess (HES) | 0.0 | $4.0k | 38.00 | 105.26 | |
Keurig Dr Pepper (KDP) | 0.0 | $4.0k | 112.00 | 35.71 | |
Trane Technologies SHS (TT) | 0.0 | $4.0k | 34.00 | 117.65 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $4.0k | 44.00 | 90.91 | |
Clean Energy Fuels (CLNE) | 0.0 | $4.0k | 1.0k | 4.00 | |
Boston Properties (BXP) | 0.0 | $4.0k | 50.00 | 80.00 | |
Zynex (ZYXI) | 0.0 | $4.0k | 500.00 | 8.00 | |
Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.0 | $4.0k | 200.00 | 20.00 | |
PNC Financial Services (PNC) | 0.0 | $4.0k | 28.00 | 142.86 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $4.0k | 84.00 | 47.62 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $3.0k | 466.00 | 6.44 | |
Northern Trust Corporation (NTRS) | 0.0 | $3.0k | 31.00 | 96.77 | |
Simon Property (SPG) | 0.0 | $3.0k | 31.00 | 96.77 | |
Diebold Nixdorf Com Stk | 0.0 | $3.0k | 1.5k | 2.00 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.0k | 25.00 | 120.00 | |
Outfront Media (OUT) | 0.0 | $3.0k | 150.00 | 20.00 | |
Liberty Media Corp Del Com A Braves Grp | 0.0 | $3.0k | 100.00 | 30.00 | |
Alector (ALEC) | 0.0 | $3.0k | 300.00 | 10.00 | |
Doximity Cl A (DOCS) | 0.0 | $3.0k | 100.00 | 30.00 | |
Proshares Tr Bitcoin Strate (BITO) | 0.0 | $3.0k | 250.00 | 12.00 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $3.0k | 44.00 | 68.18 | |
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $3.0k | 58.00 | 51.72 | |
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $3.0k | 65.00 | 46.15 | |
Ishares Tr Global Reit Etf (REET) | 0.0 | $3.0k | 126.00 | 23.81 | |
Growgeneration Corp (GRWG) | 0.0 | $3.0k | 900.00 | 3.33 | |
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $2.0k | 300.00 | 6.67 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $2.0k | 37.00 | 54.05 | |
Imperial Oil Com New (IMO) | 0.0 | $2.0k | 36.00 | 55.56 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.0k | 19.00 | 105.26 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.0k | 28.00 | 71.43 | |
Sempra Energy (SRE) | 0.0 | $2.0k | 13.00 | 153.85 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.0k | 13.00 | 153.85 | |
McKesson Corporation (MCK) | 0.0 | $2.0k | 7.00 | 285.71 | |
Schlumberger Com Stk (SLB) | 0.0 | $2.0k | 50.00 | 40.00 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.0k | 50.00 | 40.00 | |
Alcoa (AA) | 0.0 | $2.0k | 50.00 | 40.00 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $2.0k | 25.00 | 80.00 | |
Lucid Group (LCID) | 0.0 | $2.0k | 100.00 | 20.00 | |
Cigna Corp (CI) | 0.0 | $2.0k | 9.00 | 222.22 | |
Leggett & Platt (LEG) | 0.0 | $2.0k | 45.00 | 44.44 | |
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 | |
Boston Scientific Corporation (BSX) | 0.0 | $2.0k | 53.00 | 37.74 | |
Novagold Res Com New (NG) | 0.0 | $1.0k | 249.00 | 4.02 | |
Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $1.0k | 29.00 | 34.48 | |
Cardinal Health (CAH) | 0.0 | $1.0k | 23.00 | 43.48 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $1.0k | 23.00 | 43.48 | |
Canadian Natural Resources (CNQ) | 0.0 | $1.0k | 24.00 | 41.67 | |
BorgWarner (BWA) | 0.0 | $1.0k | 18.00 | 55.56 | |
Brighthouse Finl (BHF) | 0.0 | $1.0k | 18.00 | 55.56 | |
Advansix (ASIX) | 0.0 | $1.0k | 28.00 | 35.71 | |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $1.0k | 38.00 | 26.32 | |
TJX Companies (TJX) | 0.0 | $1.0k | 13.00 | 76.92 | |
Vmware Cl A Com | 0.0 | $1.0k | 13.00 | 76.92 | |
Allegion Ord Shs (ALLE) | 0.0 | $1.0k | 11.00 | 90.91 | |
State Street Corporation (STT) | 0.0 | $1.0k | 20.00 | 50.00 | |
Discover Financial Services (DFS) | 0.0 | $1.0k | 10.00 | 100.00 | |
Northwest Pipe Company (NWPX) | 0.0 | $1.0k | 50.00 | 20.00 | |
Plug Power Com New (PLUG) | 0.0 | $1.0k | 80.00 | 12.50 | |
Sofi Technologies (SOFI) | 0.0 | $1.0k | 200.00 | 5.00 | |
General Electric Com New (GE) | 0.0 | $1.0k | 20.00 | 50.00 | |
Lightning Emotors | 0.0 | $1.0k | 500.00 | 2.00 | |
Alight Com Cl A (ALIT) | 0.0 | $1.0k | 100.00 | 10.00 | |
Equifax (EFX) | 0.0 | $999.999900 | 3.00 | 333.33 | |
Analog Devices (ADI) | 0.0 | $999.999900 | 9.00 | 111.11 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $999.999000 | 70.00 | 14.29 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $999.999000 | 30.00 | 33.33 | |
Ishares Tr Intl Eqty Factor (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 | |
Netflix (NFLX) | 0.0 | $0 | 2.00 | 0.00 | |
Kopin Corporation (KOPN) | 0.0 | $0 | 100.00 | 0.00 | |
Now (DNOW) | 0.0 | $0 | 25.00 | 0.00 | |
Brainstorm Cell Therapeutics Com New (BCLI) | 0.0 | $0 | 100.00 | 0.00 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $0 | 25.00 | 0.00 | |
Canopy Gro | 0.0 | $0 | 50.00 | 0.00 | |
Dxc Technology (DXC) | 0.0 | $0 | 2.00 | 0.00 | |
Cel-sci Corp Com Par New (CVM) | 0.0 | $0 | 40.00 | 0.00 | |
Micro Focus Intl Spon Adr New | 0.0 | $0 | 2.00 | 0.00 | |
Aurora Cannabis | 0.0 | $0 | 83.00 | 0.00 | |
Nikola Corp (NKLA) | 0.0 | $0 | 10.00 | 0.00 | |
Lumen Technologies (LUMN) | 0.0 | $0 | 39.00 | 0.00 | |
Paysafe Ord | 0.0 | $0 | 150.00 | 0.00 | |
Organon & Co Common Stock (OGN) | 0.0 | $0 | 4.00 | 0.00 | |
Sylvamo Corp Common Stock (SLVM) | 0.0 | $0 | 9.00 | 0.00 |