Mark Sheptoff Financial Planning

Mark Sheptoff Financial Planning as of March 31, 2023

Portfolio Holdings for Mark Sheptoff Financial Planning

Mark Sheptoff Financial Planning holds 385 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.1 $16M 54k 288.30
Nextera Energy (NEE) 8.9 $15M 199k 77.08
UnitedHealth (UNH) 8.5 $15M 31k 472.59
Apple (AAPL) 5.5 $9.4M 57k 164.90
Pepsi (PEP) 5.2 $9.0M 50k 182.30
Johnson & Johnson (JNJ) 3.7 $6.3M 41k 155.00
Abbott Laboratories (ABT) 3.0 $5.2M 52k 101.26
Veeva Sys Cl A Com (VEEV) 3.0 $5.2M 28k 183.79
Abbvie (ABBV) 2.8 $4.8M 30k 159.37
Hormel Foods Corporation (HRL) 2.5 $4.4M 110k 39.88
Smucker J M Com New (SJM) 2.3 $4.0M 26k 157.37
Vertex Pharmaceuticals Incorporated (VRTX) 2.1 $3.6M 11k 315.07
Mondelez Intl Cl A (MDLZ) 1.7 $3.0M 43k 69.72
Tesla Motors (TSLA) 1.5 $2.6M 13k 207.46
American Water Works (AWK) 1.5 $2.5M 17k 146.49
Coca-Cola Company (KO) 1.5 $2.5M 41k 62.03
Constellation Brands Cl A (STZ) 1.3 $2.3M 10k 225.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.2M 7.2k 308.77
Raytheon Technologies Corp (RTX) 1.3 $2.2M 23k 97.93
Visa Com Cl A (V) 1.2 $2.0M 9.0k 225.47
American Electric Power Company (AEP) 1.2 $2.0M 22k 90.99
General Dynamics Corporation (GD) 1.1 $1.8M 8.0k 228.20
Costco Wholesale Corporation (COST) 0.9 $1.5M 3.1k 496.86
Pfizer (PFE) 0.8 $1.4M 34k 40.80
Honeywell International (HON) 0.8 $1.3M 7.0k 191.12
Ryan Specialty Holdings Cl A (RYAN) 0.8 $1.3M 32k 40.24
Lockheed Martin Corporation (LMT) 0.7 $1.3M 2.7k 472.73
Merck & Co (MRK) 0.7 $1.3M 12k 106.39
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.7 $1.3M 16k 81.58
Home Depot (HD) 0.7 $1.2M 3.9k 295.15
L3harris Technologies (LHX) 0.6 $1.1M 5.7k 196.23
Toro Company (TTC) 0.6 $1.1M 10k 111.16
Nextera Energy Partners Com Unit Part In (NEP) 0.6 $1.1M 18k 60.75
Procter & Gamble Company (PG) 0.6 $1.1M 7.2k 148.69
At&t (T) 0.6 $966k 50k 19.25
Timken Company (TKR) 0.5 $919k 13k 73.45
Cooper Cos Com New 0.5 $870k 2.3k 373.31
Verizon Communications (VZ) 0.5 $847k 22k 38.89
Danaher Corporation (DHR) 0.5 $843k 3.3k 252.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $834k 2.0k 409.39
Dex (DXCM) 0.5 $817k 7.0k 116.18
Clorox Company (CLX) 0.5 $807k 5.1k 158.24
CVS Caremark Corporation (CVS) 0.5 $777k 11k 74.31
Texas Instruments Incorporated (TXN) 0.4 $695k 3.7k 186.01
Amazon (AMZN) 0.4 $682k 6.6k 103.29
Zim Integrated Shipping Serv SHS (ZIM) 0.4 $675k 29k 23.58
Paypal Holdings (PYPL) 0.4 $647k 8.5k 75.94
Colgate-Palmolive Company (CL) 0.4 $628k 8.4k 75.15
McDonald's Corporation (MCD) 0.4 $621k 2.2k 279.61
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $594k 3.9k 153.99
Hartford Financial Services (HIG) 0.3 $569k 8.2k 69.69
Catalyst Pharmaceutical Partners (CPRX) 0.3 $514k 31k 16.58
United Natural Foods (UNFI) 0.3 $502k 19k 26.35
Duke Energy Corp Com New (DUK) 0.3 $484k 5.0k 96.47
Eli Lilly & Co. (LLY) 0.3 $484k 1.4k 343.42
Quanta Services (PWR) 0.3 $483k 2.9k 166.64
Devon Energy Corporation (DVN) 0.3 $480k 9.5k 50.61
Flex Ord (FLEX) 0.3 $472k 21k 23.01
Lauder Estee Cos Cl A (EL) 0.3 $463k 1.9k 246.46
Novartis Sponsored Adr (NVS) 0.3 $462k 5.0k 92.00
Kimberly-Clark Corporation (KMB) 0.3 $439k 3.3k 134.22
Quaker Chemical Corporation (KWR) 0.3 $436k 2.2k 197.95
Blackstone Group Inc Com Cl A (BX) 0.2 $422k 4.8k 87.84
Dynatrace Com New (DT) 0.2 $415k 9.8k 42.30
Ishares Tr Cybersecurity (IHAK) 0.2 $409k 11k 36.35
Waste Management (WM) 0.2 $400k 2.5k 163.20
NVIDIA Corporation (NVDA) 0.2 $392k 1.4k 277.77
Global X Fds Lithium Btry Etf (LIT) 0.2 $385k 6.1k 63.55
United Parcel Service CL B (UPS) 0.2 $378k 2.0k 193.99
Alliant Energy Corporation (LNT) 0.2 $350k 6.6k 53.40
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.2 $346k 6.0k 57.67
Public Service Enterprise (PEG) 0.2 $340k 5.5k 62.45
Travelers Companies (TRV) 0.2 $340k 2.0k 171.41
O'reilly Automotive (ORLY) 0.2 $340k 400.00 848.98
Consolidated Edison (ED) 0.2 $325k 3.4k 95.67
Stmicroelectronics N V Ny Registry (STM) 0.2 $321k 6.0k 53.49
Exxon Mobil Corporation (XOM) 0.2 $317k 2.9k 109.66
Walt Disney Company (DIS) 0.2 $309k 3.1k 100.13
Medtronic SHS (MDT) 0.2 $300k 3.7k 80.62
CSX Corporation (CSX) 0.2 $295k 9.8k 29.94
Mastercard Incorporated Cl A (MA) 0.2 $285k 785.00 363.41
Fiserv (FI) 0.2 $269k 2.4k 113.03
Marsh & McLennan Companies (MMC) 0.2 $268k 1.6k 166.55
Wal-Mart Stores (WMT) 0.2 $265k 1.8k 147.45
SYSCO Corporation (SYY) 0.1 $252k 3.3k 77.23
Genuine Parts Company (GPC) 0.1 $251k 1.5k 167.31
Oge Energy Corp (OGE) 0.1 $249k 6.6k 37.66
JPMorgan Chase & Co. (JPM) 0.1 $227k 1.7k 130.31
HEICO Corporation (HEI) 0.1 $222k 1.3k 171.04
Diageo Spon Adr New (DEO) 0.1 $217k 1.2k 181.18
Cisco Systems (CSCO) 0.1 $214k 4.1k 52.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $214k 466.00 458.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $207k 1.0k 204.10
Bristol Myers Squibb (BMY) 0.1 $206k 3.0k 69.31
United Rentals (URI) 0.1 $198k 500.00 395.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $195k 609.00 320.93
Church & Dwight (CHD) 0.1 $195k 2.2k 88.41
Comcast Corp Cl A (CMCSA) 0.1 $187k 4.9k 37.91
Lowe's Companies (LOW) 0.1 $180k 900.00 199.97
Micron Technology (MU) 0.1 $175k 2.9k 60.34
EOG Resources (EOG) 0.1 $161k 1.4k 114.63
3M Company (MMM) 0.1 $151k 1.4k 105.11
EnerSys (ENS) 0.1 $150k 1.7k 86.88
Norfolk Southern (NSC) 0.1 $138k 650.00 212.00
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $120k 1.3k 93.89
Hca Holdings (HCA) 0.1 $119k 450.00 263.68
Alphabet Cap Stk Cl A (GOOGL) 0.1 $117k 1.1k 103.73
Intel Corporation (INTC) 0.1 $113k 3.4k 33.36
Zoetis Cl A (ZTS) 0.1 $102k 614.00 166.44
Emerson Electric (EMR) 0.1 $101k 1.2k 87.14
Southern Company (SO) 0.1 $101k 1.5k 69.58
Corteva (CTVA) 0.1 $100k 1.7k 60.31
Carrier Global Corporation (CARR) 0.1 $100k 2.2k 45.75
Harmony Biosciences Hldgs In (HRMY) 0.1 $98k 3.0k 32.65
Chevron Corporation (CVX) 0.1 $98k 600.00 163.16
Wp Carey (WPC) 0.1 $96k 1.2k 77.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $95k 905.00 105.47
Evoqua Water Technologies Corp 0.1 $92k 1.9k 49.72
Enbridge (ENB) 0.1 $92k 2.4k 38.15
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.1 $92k 4.2k 21.80
Otis Worldwide Corp (OTIS) 0.1 $89k 1.1k 84.40
Oneok (OKE) 0.1 $88k 1.4k 63.54
Phillips 66 (PSX) 0.1 $87k 860.00 101.38
Boeing Company (BA) 0.1 $87k 476.00 182.65
Casella Waste Sys Cl A (CWST) 0.0 $83k 1.0k 82.66
Regeneron Pharmaceuticals (REGN) 0.0 $82k 100.00 821.67
Meta Platforms Cl A (META) 0.0 $82k 386.00 211.94
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $81k 1.9k 42.75
Genmab A/s Sponsored Ads (GMAB) 0.0 $79k 2.1k 37.76
Genworth Finl Com Cl A (GNW) 0.0 $76k 15k 5.02
Paycom Software (PAYC) 0.0 $76k 250.00 304.01
Chubb (CB) 0.0 $70k 361.00 194.18
Steel Dynamics (STLD) 0.0 $68k 600.00 113.06
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $67k 732.00 91.24
Union Pacific Corporation (UNP) 0.0 $65k 322.00 201.08
Entergy Corporation (ETR) 0.0 $65k 600.00 107.74
Bunge 0.0 $65k 675.00 95.52
eBay (EBAY) 0.0 $64k 1.5k 44.37
Wec Energy Group (WEC) 0.0 $62k 650.00 94.79
Vanguard Index Fds Value Etf (VTV) 0.0 $61k 441.00 138.17
Ishares Tr Core S&p500 Etf (IVV) 0.0 $61k 148.00 411.08
Advanced Micro Devices (AMD) 0.0 $61k 617.00 98.01
Shell Spon Ads (SHEL) 0.0 $60k 1.1k 57.54
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $59k 475.00 123.71
Quest Diagnostics Incorporated (DGX) 0.0 $58k 412.00 141.48
Vanguard Index Fds Small Cp Etf (VB) 0.0 $57k 300.00 189.56
American Tower Reit (AMT) 0.0 $56k 273.00 204.34
Portland Gen Elec Com New (POR) 0.0 $54k 1.1k 48.89
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $53k 850.00 62.40
MetLife (MET) 0.0 $52k 900.00 57.94
Rivian Automotive Com Cl A (RIVN) 0.0 $52k 3.3k 15.48
Timkensteel (MTUS) 0.0 $51k 2.8k 18.34
West Pharmaceutical Services (WST) 0.0 $48k 138.00 346.47
Fortune Brands (FBIN) 0.0 $47k 800.00 58.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $47k 504.00 93.02
Oracle Corporation (ORCL) 0.0 $47k 500.00 92.92
Citigroup Com New (C) 0.0 $46k 990.00 46.89
DNP Select Income Fund (DNP) 0.0 $46k 4.2k 11.02
Corning Incorporated (GLW) 0.0 $45k 1.3k 34.41
Automatic Data Processing (ADP) 0.0 $45k 200.00 222.63
Diamondback Energy (FANG) 0.0 $44k 327.00 135.19
Jabil Circuit (JBL) 0.0 $44k 500.00 88.16
Digi International (DGII) 0.0 $44k 1.3k 33.68
Us Bancorp Del Com New (USB) 0.0 $43k 1.2k 36.05
Thermo Fisher Scientific (TMO) 0.0 $43k 75.00 576.37
Prudential Financial (PRU) 0.0 $41k 500.00 82.74
Adobe Systems Incorporated (ADBE) 0.0 $41k 105.00 385.37
Edwards Lifesciences (EW) 0.0 $40k 480.00 82.73
Vanguard Index Fds Growth Etf (VUG) 0.0 $39k 155.00 249.96
Zoom Video Communications In Cl A (ZM) 0.0 $38k 510.00 73.84
Illinois Tool Works (ITW) 0.0 $37k 150.00 243.45
Dupont De Nemours (DD) 0.0 $36k 499.00 71.82
Qualcomm (QCOM) 0.0 $36k 279.00 127.58
Alphabet Cap Stk Cl C (GOOG) 0.0 $35k 340.00 104.00
Morgan Stanley Com New (MS) 0.0 $35k 400.00 87.80
Toronto Dominion Bk Ont Com New (TD) 0.0 $35k 584.00 59.90
Paychex (PAYX) 0.0 $34k 300.00 114.59
Aptiv SHS (APTV) 0.0 $34k 300.00 112.19
Southwest Airlines (LUV) 0.0 $33k 1.0k 32.54
DaVita (DVA) 0.0 $32k 400.00 81.11
Veracyte (VCYT) 0.0 $31k 1.4k 22.30
Nike CL B (NKE) 0.0 $31k 254.00 122.64
Philip Morris International (PM) 0.0 $31k 318.00 97.17
Open Text Corp (OTEX) 0.0 $31k 800.00 38.55
Fortive (FTV) 0.0 $31k 450.00 68.17
Caterpillar (CAT) 0.0 $30k 132.00 228.84
Lamar Advertising Cl A (LAMR) 0.0 $30k 300.00 99.89
Palo Alto Networks (PANW) 0.0 $30k 150.00 199.74
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $29k 430.00 67.69
Bank of America Corporation (BAC) 0.0 $29k 1.0k 28.60
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $28k 425.00 65.58
Crowdstrike Hldgs Cl A (CRWD) 0.0 $28k 201.00 137.26
Dow (DOW) 0.0 $27k 499.00 54.82
Viatris (VTRS) 0.0 $27k 2.8k 9.62
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $27k 302.00 88.91
Kellogg Company (K) 0.0 $27k 400.00 66.96
Electronic Arts (EA) 0.0 $27k 220.00 120.45
Enterprise Products Partners (EPD) 0.0 $26k 1.0k 25.90
Chesapeake Utilities Corporation (CPK) 0.0 $26k 206.00 127.99
Check Point Software Tech Lt Ord (CHKP) 0.0 $26k 200.00 130.00
Mesabi Tr Ctf Ben Int (MSB) 0.0 $25k 1.0k 25.18
Sun Life Financial (SLF) 0.0 $25k 530.00 46.70
Guidewire Software (GWRE) 0.0 $25k 300.00 82.05
CMS Energy Corporation (CMS) 0.0 $25k 400.00 61.38
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $24k 450.00 53.98
Wheaton Precious Metals Corp (WPM) 0.0 $24k 500.00 48.16
Ishares Msci Gbl Gold Mn (RING) 0.0 $24k 950.00 25.17
Prologis (PLD) 0.0 $24k 190.00 124.77
Mid-America Apartment (MAA) 0.0 $23k 155.00 151.04
Bank of New York Mellon Corporation (BK) 0.0 $23k 500.00 45.44
Neogenomics Com New (NEO) 0.0 $23k 1.3k 17.41
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $22k 300.00 74.71
Western Union Company (WU) 0.0 $22k 2.0k 11.15
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) 0.0 $22k 175.00 123.56
Air Products & Chemicals (APD) 0.0 $22k 75.00 287.21
Rite Aid Corporation (RADCQ) 0.0 $22k 9.6k 2.24
Realty Income (O) 0.0 $21k 330.00 63.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $21k 166.00 124.07
Ericsson Adr B Sek 10 (ERIC) 0.0 $21k 3.5k 5.85
Seagen 0.0 $20k 100.00 202.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $20k 80.00 250.16
ConocoPhillips (COP) 0.0 $19k 200.00 95.05
ConAgra Foods (CAG) 0.0 $19k 500.00 37.56
Agnc Invt Corp Com reit (AGNC) 0.0 $17k 1.7k 10.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $17k 50.00 332.62
Welltower Inc Com reit (WELL) 0.0 $17k 230.00 71.69
Evergy (EVRG) 0.0 $16k 269.00 61.12
Key (KEY) 0.0 $16k 1.0k 15.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $16k 550.00 28.77
GDL Com Sh Ben It (GDL) 0.0 $16k 2.0k 7.84
Williams Companies (WMB) 0.0 $16k 525.00 29.86
Moderna (MRNA) 0.0 $15k 100.00 153.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $15k 280.00 54.60
Ishares Tr Core High Dv Etf (HDV) 0.0 $15k 150.00 101.66
Select Sector Spdr Tr Technology (XLK) 0.0 $15k 100.00 151.01
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $15k 100.00 147.85
British Amern Tob Sponsored Adr (BTI) 0.0 $15k 420.00 35.12
Dollar Tree (DLTR) 0.0 $14k 100.00 143.55
Earthstone Energy Cl A 0.0 $14k 1.1k 13.01
Penske Automotive (PAG) 0.0 $14k 100.00 141.81
Select Sector Spdr Tr Energy (XLE) 0.0 $14k 170.00 82.83
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $14k 1.0k 14.00
Marathon Oil Corporation (MRO) 0.0 $14k 600.00 22.95
Endava Ads (DAVA) 0.0 $13k 200.00 67.18
Altria (MO) 0.0 $13k 300.00 44.62
Roku Com Cl A (ROKU) 0.0 $13k 200.00 65.82
Te Connectivity SHS (TEL) 0.0 $13k 100.00 131.15
Bofi Holding (AX) 0.0 $13k 350.00 36.92
CarMax (KMX) 0.0 $13k 200.00 64.28
International Business Machines (IBM) 0.0 $13k 100.00 127.88
Exelon Corporation (EXC) 0.0 $13k 300.00 41.89
First Tr Morningstar Divid L SHS (FDL) 0.0 $12k 350.00 35.50
Amgen (AMGN) 0.0 $12k 50.00 241.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $12k 960.00 12.47
Nokia Corp Sponsored Adr (NOK) 0.0 $12k 2.5k 4.70
Ishares Tr Select Divid Etf (DVY) 0.0 $12k 100.00 117.18
Ally Financial (ALLY) 0.0 $12k 450.00 25.49
Generac Holdings (GNRC) 0.0 $11k 100.00 108.01
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $11k 20.00 535.10
General Mills (GIS) 0.0 $11k 125.00 85.46
Annaly Capital Management In Com New (NLY) 0.0 $11k 559.00 19.11
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $11k 109.00 96.70
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $10k 400.00 25.50
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $10k 200.00 49.86
Chemours (CC) 0.0 $9.7k 323.00 29.94
Waste Connections (WCN) 0.0 $9.6k 69.00 139.07
Eversource Energy (ES) 0.0 $9.2k 118.00 78.26
Stanley Black & Decker (SWK) 0.0 $9.1k 50.00 182.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $8.9k 69.00 129.46
Bank Of Montreal Cadcom (BMO) 0.0 $8.9k 100.00 89.11
Hovnanian Enterprises Cl A New (HOV) 0.0 $8.8k 130.00 67.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $8.8k 36.00 244.33
Zillow Group Cl A (ZG) 0.0 $8.7k 200.00 43.70
Crown Castle Intl (CCI) 0.0 $8.7k 65.00 133.85
Starbucks Corporation (SBUX) 0.0 $8.2k 79.00 104.13
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $8.1k 80.00 100.65
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $8.0k 100.00 79.80
Chimera Invt Corp Com New (CIM) 0.0 $7.8k 1.4k 5.64
Sally Beauty Holdings (SBH) 0.0 $7.8k 500.00 15.58
Spdr Gold Tr Gold Shs (GLD) 0.0 $7.7k 42.00 183.21
Becton, Dickinson and (BDX) 0.0 $7.7k 31.00 247.55
Chewy Cl A (CHWY) 0.0 $7.5k 200.00 37.38
Anthem (ELV) 0.0 $7.4k 16.00 459.81
Healthcare Rlty Tr Cl A Com (HR) 0.0 $7.3k 377.00 19.33
Datadog Cl A Com (DDOG) 0.0 $7.3k 100.00 72.66
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $7.3k 90.00 80.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $7.2k 50.00 144.62
International Paper Company (IP) 0.0 $7.2k 200.00 36.06
Ingevity (NGVT) 0.0 $7.2k 100.00 71.52
Matador Resources (MTDR) 0.0 $7.1k 150.00 47.65
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $6.7k 82.00 81.22
Toyota Motor Corp Ads (TM) 0.0 $6.6k 36.00 182.17
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $6.5k 125.00 51.85
Tilray (TLRY) 0.0 $6.4k 2.5k 2.53
M&T Bank Corporation (MTB) 0.0 $6.3k 53.00 119.57
Trane Technologies SHS (TT) 0.0 $6.3k 34.00 183.97
Global Partners Com Units (GLP) 0.0 $6.2k 200.00 31.02
Republic Services (RSG) 0.0 $6.1k 45.00 135.22
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $6.0k 85.00 70.75
Zynex (ZYXI) 0.0 $6.0k 500.00 12.00
Yamana Gold 0.0 $5.9k 1.0k 5.87
Cigna Corp (CI) 0.0 $5.6k 22.00 255.55
Nine Energy Service (NINE) 0.0 $5.6k 1.0k 5.56
Astrazeneca Sponsored Adr (AZN) 0.0 $5.6k 100.00 55.56
Two Hbrs Invt Corp (TWO) 0.0 $5.5k 375.00 14.71
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $5.4k 100.00 54.46
T. Rowe Price (TROW) 0.0 $5.4k 48.00 112.90
Teradyne (TER) 0.0 $5.4k 50.00 107.52
Capital Bancorp (CBNK) 0.0 $5.0k 300.00 16.64
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $4.8k 57.00 84.89
Walgreen Boots Alliance (WBA) 0.0 $4.8k 100.00 47.88
TJX Companies (TJX) 0.0 $4.5k 58.00 78.36
Proshares Tr Bitcoin Strate (BITO) 0.0 $4.4k 250.00 17.52
Clean Energy Fuels (CLNE) 0.0 $4.4k 1.0k 4.36
Alkermes SHS (ALKS) 0.0 $4.3k 150.00 28.95
Baxter International (BAX) 0.0 $4.1k 100.00 40.56
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $4.0k 65.00 61.88
Keurig Dr Pepper (KDP) 0.0 $4.0k 112.00 35.28
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.0 $3.7k 200.00 18.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $3.7k 44.00 83.05
PNC Financial Services (PNC) 0.0 $3.6k 28.00 127.11
Simon Property (SPG) 0.0 $3.5k 31.00 111.97
Liberty Media Corp Del Com A Braves Grp 0.0 $3.5k 100.00 34.58
Spotify Technology S A SHS (SPOT) 0.0 $3.3k 25.00 133.64
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $3.3k 65.00 50.43
Doximity Cl A (DOCS) 0.0 $3.2k 100.00 32.38
NCR Corporation (VYX) 0.0 $3.2k 135.00 23.59
Growgeneration Corp (GRWG) 0.0 $3.1k 900.00 3.42
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $2.9k 116.00 25.04
Ishares Tr Global Reit Etf (REET) 0.0 $2.9k 126.00 22.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $2.9k 44.00 65.16
Kaman Corporation (KAMN) 0.0 $2.7k 120.00 22.86
Boston Properties (BXP) 0.0 $2.7k 50.00 54.12
Kraft Heinz (KHC) 0.0 $2.7k 69.00 38.67
Boston Scientific Corporation (BSX) 0.0 $2.7k 53.00 50.04
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $2.6k 25.00 102.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.5k 28.00 91.04
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $2.5k 52.00 48.67
McKesson Corporation (MCK) 0.0 $2.5k 7.00 356.00
Outfront Media (OUT) 0.0 $2.4k 150.00 16.23
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.3k 13.00 178.38
Alcoa (AA) 0.0 $2.1k 50.00 42.94
Codexis (CDXS) 0.0 $2.1k 500.00 4.14
General Electric Com New (GE) 0.0 $1.9k 20.00 95.60
Alector (ALEC) 0.0 $1.9k 300.00 6.19
Diebold Nixdorf Com Stk 0.0 $1.8k 1.5k 1.20
Analog Devices (ADI) 0.0 $1.8k 9.00 197.22
Cardinal Health (CAH) 0.0 $1.7k 23.00 75.52
Vmware Cl A Com 0.0 $1.6k 13.00 124.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.6k 38.00 41.92
Northwest Pipe Company (NWPX) 0.0 $1.6k 50.00 31.24
Novagold Res Com New (NG) 0.0 $1.5k 249.00 6.22
Warner Bros Discovery Com Ser A (WBD) 0.0 $1.5k 100.00 15.10
Leggett & Platt (LEG) 0.0 $1.4k 45.00 31.89
Kyndryl Hldgs Common Stock (KD) 0.0 $1.4k 97.00 14.76
Johnson Ctls Intl SHS (JCI) 0.0 $1.4k 23.00 60.22
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $1.2k 300.00 4.05
Sofi Technologies (SOFI) 0.0 $1.2k 200.00 6.07
Organon & Co Common Stock (OGN) 0.0 $1.2k 51.00 23.53
Advansix (ASIX) 0.0 $1.1k 28.00 38.29
Plug Power Com New (PLUG) 0.0 $938.000000 80.00 11.72
Ishares Tr Intl Eqty Factor (INTF) 0.0 $926.999500 35.00 26.49
Alight Com Cl A (ALIT) 0.0 $921.000000 100.00 9.21
BorgWarner (BWA) 0.0 $883.999800 18.00 49.11
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $862.999400 29.00 29.76
Lucid Group (LCID) 0.0 $804.000000 100.00 8.04
Brighthouse Finl (BHF) 0.0 $793.999800 18.00 44.11
Hp (HPQ) 0.0 $734.000000 25.00 29.36
Netflix (NFLX) 0.0 $691.000000 2.00 345.50
Paramount Global Class B Com (PARA) 0.0 $646.998700 29.00 22.31
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $585.000000 30.00 19.50
Dbv Technologies S A Sponsored Adr (DBVT) 0.0 $507.000000 300.00 1.69
Sylvamo Corp Common Stock (SLVM) 0.0 $415.999800 9.00 46.22
Hewlett Packard Enterprise (HPE) 0.0 $398.000000 25.00 15.92
Brainstorm Cell Therapeutics Com New (BCLI) 0.0 $330.000000 100.00 3.30
Now (DNOW) 0.0 $279.000000 25.00 11.16
Paysafe SHS (PSFE) 0.0 $225.000100 13.00 17.31
Kopin Corporation (KOPN) 0.0 $109.000000 100.00 1.09
Lumen Technologies (LUMN) 0.0 $102.999000 39.00 2.64
Cel-sci Corp Com Par New (CVM) 0.0 $93.000000 40.00 2.33
Canopy Gro 0.0 $88.000000 50.00 1.76
General Motors Company (GM) 0.0 $80.000000 2.00 40.00
Aurora Cannabis 0.0 $58.000400 83.00 0.70
Dxc Technology (DXC) 0.0 $51.000000 2.00 25.50
Nikola Corp (NKLA) 0.0 $12.000000 10.00 1.20