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 |