Center for Financial Planning

Latest statistics and disclosures from Center for Financial Planning's latest quarterly 13F-HR filing:

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Positions held by Center for Financial Planning, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Center for Financial Planning

Companies in the Center for Financial Planning portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 19.0 $59M +19% 192k 307.65
Ishares Tr Core Msci Eafe (IEFA) 15.7 $49M 809k 60.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.5 $39M 376k 103.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 11.0 $34M -10% 309k 110.63
Vanguard Index Fds Small Cp Etf (VB) 5.1 $16M +2% 104k 153.80
Microsoft Corporation (MSFT) 2.0 $6.3M 30k 210.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.0 $6.1M 19.00 320000.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $6.0M -2% 114k 52.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.4M -2% 16k 212.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.2M +3% 74k 43.24
Apple (AAPL) 1.0 $3.0M +299% 26k 115.83
Amazon (AMZN) 0.9 $2.9M -2% 916.00 3148.47
Procter & Gamble Company (PG) 0.9 $2.8M 20k 138.98
Nextera Energy (NEE) 0.7 $2.3M 8.3k 277.60

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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.1M -13% 18k 118.04
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.9M +21% 8.5k 227.60
Thermo Fisher Scientific (TMO) 0.6 $1.9M -14% 4.3k 441.54
Johnson & Johnson (JNJ) 0.6 $1.8M 12k 148.92
salesforce (CRM) 0.5 $1.7M 6.8k 251.26
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 17k 96.30
Stryker Corporation (SYK) 0.5 $1.5M 7.4k 208.40
Abbott Laboratories (ABT) 0.5 $1.5M 14k 108.84
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M 1.0k 1469.96
Pepsi (PEP) 0.5 $1.5M 11k 138.61
3M Company (MMM) 0.5 $1.4M 8.8k 160.15
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $1.3M -9% 4.1k 311.41
Raymond James Financial (RJF) 0.4 $1.3M 17k 72.74
Credit Acceptance (CACC) 0.4 $1.2M 3.7k 338.69
Coca-Cola Company (KO) 0.4 $1.2M 25k 49.38
Colgate-Palmolive Company (CL) 0.4 $1.1M 15k 77.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.1M +3% 6.2k 185.23
Merck & Co (MRK) 0.4 $1.1M 14k 82.91
American Tower Reit (AMT) 0.4 $1.1M 4.6k 241.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 6.5k 170.36
Chevron Corporation (CVX) 0.4 $1.1M 15k 72.02
Vanguard Index Fds Value Etf (VTV) 0.3 $1.0M +67% 9.9k 104.48
Illinois Tool Works (ITW) 0.3 $971k 5.0k 193.12
Verizon Communications (VZ) 0.3 $962k 16k 59.49
Abbvie (ABBV) 0.3 $953k 11k 87.63
Union Pacific Corporation (UNP) 0.3 $943k +5% 4.8k 196.79
McDonald's Corporation (MCD) 0.3 $888k -3% 4.0k 219.48
Vanguard Index Fds Large Cap Etf (VV) 0.3 $877k +2% 5.6k 156.50
American Express Company (AXP) 0.3 $875k 8.7k 100.21
Cerner Corporation (CERN) 0.3 $867k 12k 72.25
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $863k +5528% 13k 68.14
General Mills (GIS) 0.3 $794k 13k 61.67
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $734k -6% 7.0k 105.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $723k -6% 13k 57.42
Home Depot (HD) 0.2 $698k 2.5k 277.76
McKesson Corporation (MCK) 0.2 $678k 4.6k 148.85
Danaher Corporation (DHR) 0.2 $651k 3.0k 215.49
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $629k -14% 6.3k 99.40
At&t (T) 0.2 $617k +7% 22k 28.53
S&p Global (SPGI) 0.2 $603k -3% 1.7k 360.86
Pfizer (PFE) 0.2 $589k 16k 36.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $569k -6% 1.7k 334.71
Motorola Solutions Com New (MSI) 0.2 $568k -8% 3.6k 156.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $566k -15% 2.6k 214.88
Ishares Tr Russell 2000 Etf (IWM) 0.2 $566k 3.8k 149.74
Ford Motor Company (F) 0.2 $562k 84k 6.66
Zimmer Holdings (ZBH) 0.2 $560k 4.1k 136.25
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $551k -16% 7.9k 70.18
Emerson Electric (EMR) 0.2 $545k -8% 8.3k 65.51
Cisco Systems (CSCO) 0.2 $541k 14k 39.40
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $533k -5% 3.0k 176.31
Stanley Black & Decker (SWK) 0.2 $507k 3.1k 162.34
Omni (OMC) 0.2 $500k 10k 49.50
Tesla Motors (TSLA) 0.2 $496k +450% 1.2k 429.44
DTE Energy Company (DTE) 0.2 $481k -3% 4.2k 114.93
United Parcel Service CL B (UPS) 0.1 $460k +2% 2.8k 166.55
Disney Walt Com Disney (DIS) 0.1 $457k 3.7k 124.18
Exxon Mobil Corporation (XOM) 0.1 $423k -8% 12k 34.32
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $411k -3% 10k 40.85
Air Products & Chemicals (APD) 0.1 $394k 1.3k 298.03
Ishares Tr Eafe Value Etf (EFV) 0.1 $389k -2% 9.6k 40.39
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $386k 3.2k 122.42
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $381k 1.7k 221.25
Netflix (NFLX) 0.1 $376k +17% 751.00 500.67
International Business Machines (IBM) 0.1 $361k 3.0k 121.67
Amgen (AMGN) 0.1 $354k 1.4k 254.49
Aon Shs Cl A (AON) 0.1 $352k 1.7k 206.33
Ishares Tr Core S&p500 Etf (IVV) 0.1 $344k 1.0k 336.27
UnitedHealth (UNH) 0.1 $343k 1.1k 312.10
Dover Corporation (DOV) 0.1 $333k 3.1k 108.26
Visa Com Cl A (V) 0.1 $332k 1.7k 200.24
Philip Morris International (PM) 0.1 $327k 4.4k 75.09
Progressive Corporation (PGR) 0.1 $309k 3.3k 94.79
Ishares Tr Msci Eafe Etf (EFA) 0.1 $307k -8% 4.8k 63.56
Dana Holding Corporation (DAN) 0.1 $296k 24k 12.33
Eaton Corp SHS (ETN) 0.1 $290k +14% 2.8k 101.90
Bristol Myers Squibb (BMY) 0.1 $285k 4.7k 60.30
Boeing Company (BA) 0.1 $278k 1.7k 165.08
Comcast Corp Cl A (CMCSA) 0.1 $271k +3% 5.9k 46.22
Wal-Mart Stores (WMT) 0.1 $266k 1.9k 140.07
Rockwell Automation (ROK) 0.1 $261k 1.2k 220.81
Us Bancorp Del Com New (USB) 0.1 $255k -6% 7.1k 35.82
Eversource Energy (ES) 0.1 $255k 3.0k 83.69
Alphabet Cap Stk Cl A (GOOGL) 0.1 $251k 171.00 1467.84
Broadcom (AVGO) 0.1 $250k 686.00 364.43
Medtronic SHS (MDT) 0.1 $250k -2% 2.4k 104.04
Equinix (EQIX) 0.1 $228k +5% 300.00 760.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $227k 2.2k 101.48
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $226k -13% 2.8k 80.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $223k 802.00 278.05
Lauder Estee Cos Cl A (EL) 0.1 $218k 1.0k 218.00
Huntington Bancshares Incorporated (HBAN) 0.1 $217k 24k 9.18
Duke Energy Corp Com New (DUK) 0.1 $215k 2.4k 88.66
Kansas City Southern Com New (KSU) 0.1 $214k 1.2k 180.90
Vanguard World Fds Energy Etf (VDE) 0.1 $211k 5.2k 40.34
Trane Technologies SHS (TT) 0.1 $211k 1.7k 121.19
Henry Schein (HSIC) 0.1 $200k 3.4k 58.72
Accenture Plc Ireland Shs Class A (ACN) 0.1 $197k 870.00 226.44
Lockheed Martin Corporation (LMT) 0.1 $195k -18% 508.00 383.86
Norfolk Southern (NSC) 0.1 $193k 900.00 214.44
L3harris Technologies (LHX) 0.1 $183k -41% 1.1k 170.07
Southern Company (SO) 0.1 $182k -22% 3.4k 54.17
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $182k 3.4k 54.31
Becton, Dickinson and (BDX) 0.1 $180k 772.00 233.16
Honeywell International (HON) 0.1 $176k +6% 1.1k 164.79
Raytheon Technologies Corp (RTX) 0.1 $173k +6% 3.0k 57.63
Iqvia Holdings (IQV) 0.1 $168k 1.1k 158.04
Intercontinental Exchange (ICE) 0.1 $167k 1.7k 100.18
Altria (MO) 0.1 $167k 4.3k 38.60
Public Storage (PSA) 0.1 $165k 741.00 222.67
Nxp Semiconductors N V (NXPI) 0.1 $164k 1.3k 124.53
TJX Companies (TJX) 0.1 $160k 2.9k 55.54
Mondelez Intl Cl A (MDLZ) 0.1 $158k 2.7k 57.48
Ishares Tr U.s. Tech Etf (IYW) 0.0 $146k 486.00 300.41
Texas Instruments Incorporated (TXN) 0.0 $145k 1.0k 142.86
Cme (CME) 0.0 $144k 862.00 167.05
Ihs Markit SHS (INFO) 0.0 $143k +2743% 1.8k 78.57
Re Max Hldgs Cl A (RMAX) 0.0 $142k 4.3k 32.83
Best Buy (BBY) 0.0 $140k +2% 1.3k 111.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $137k 631.00 217.12
Allstate Corporation (ALL) 0.0 $135k 1.4k 94.34
PPG Industries (PPG) 0.0 $134k 1.1k 122.04
Energizer Holdings (ENR) 0.0 $126k 3.2k 39.03
Clorox Company (CLX) 0.0 $120k 573.00 209.42
Dominion Resources (D) 0.0 $107k 1.4k 79.26
EastGroup Properties (EGP) 0.0 $103k 800.00 128.75
Chubb (CB) 0.0 $101k +34% 872.00 115.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $98k 1.2k 80.79
Synchrony Financial (SYF) 0.0 $98k 3.7k 26.17
Anthem (ANTM) 0.0 $94k -6% 349.00 269.34
Landstar System (LSTR) 0.0 $91k 723.00 125.86
IDEXX Laboratories (IDXX) 0.0 $87k 221.00 393.67
Oracle Corporation (ORCL) 0.0 $87k 1.5k 59.79
Otis Worldwide Corp (OTIS) 0.0 $86k 1.4k 62.55
HEICO Corporation (HEI) 0.0 $86k 821.00 104.75
Vivint Solar (VSLR) 0.0 $85k 2.0k 42.50
Edwards Lifesciences (EW) 0.0 $84k NEW 1.1k 79.62
Carrier Global Corporation (CARR) 0.0 $83k 2.7k 30.71
Oge Energy Corp (OGE) 0.0 $82k 2.7k 29.95
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $82k 672.00 122.02
Costco Wholesale Corporation (COST) 0.0 $82k 230.00 356.52
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $81k 1.9k 43.78
Intel Corporation (INTC) 0.0 $81k +9% 1.6k 51.96
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $78k 2.0k 39.00
Pioneer Natural Resources (PXD) 0.0 $77k 890.00 86.52
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.0 $76k 1.3k 58.46
Target Corporation (TGT) 0.0 $75k +11% 477.00 157.23
Ishares Core Msci Emkt (IEMG) 0.0 $75k +48% 1.4k 52.52
Vanguard Wellington Us Quality (VFQY) 0.0 $75k -16% 900.00 83.33
Moody's Corporation (MCO) 0.0 $72k -12% 250.00 288.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $71k 2.3k 31.36
Marathon Petroleum Corp (MPC) 0.0 $69k +21% 2.3k 29.39
PPL Corporation (PPL) 0.0 $68k 2.5k 27.22
Community Bank System (CBU) 0.0 $64k 1.2k 54.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $64k 230.00 278.26
Ishares Tr Select Divid Etf (DVY) 0.0 $62k 765.00 81.05
Consolidated Edison (ED) 0.0 $62k 800.00 77.50
Facebook Cl A (FB) 0.0 $61k -9% 232.00 262.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $60k +10% 758.00 79.16
CVS Caremark Corporation (CVS) 0.0 $59k -51% 1.0k 58.71
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $59k 200.00 295.00
WD-40 Company (WDFC) 0.0 $57k +50% 300.00 190.00
Enterprise Products Partners (EPD) 0.0 $56k 3.5k 15.79
Arthur J. Gallagher & Co. (AJG) 0.0 $56k 535.00 104.67
Vanguard World Fds Health Car Etf (VHT) 0.0 $55k 268.00 205.22
General Dynamics Corporation (GD) 0.0 $55k 400.00 137.50
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $54k +14% 587.00 91.99
FirstEnergy (FE) 0.0 $53k 1.9k 28.51
Ishares Tr Mbs Etf (MBB) 0.0 $53k 482.00 109.96
Gentex Corporation (GNTX) 0.0 $52k 2.0k 26.00
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $51k 375.00 136.00
Mercantile Bank (MBWM) 0.0 $50k 2.8k 17.96
Hershey Company (HSY) 0.0 $48k +26% 334.00 143.71
Caci Intl Cl A (CACI) 0.0 $48k 225.00 213.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $47k 941.00 49.95
Citigroup Com New (C) 0.0 $47k +20% 1.1k 42.92
CSX Corporation (CSX) 0.0 $47k 600.00 78.33
Gold Trust Ishares (IAU) 0.0 $47k 2.6k 18.08
Comerica Incorporated (CMA) 0.0 $45k -18% 1.2k 38.07
Lowe's Companies (LOW) 0.0 $45k -31% 273.00 164.84
Adobe Systems Incorporated (ADBE) 0.0 $45k 91.00 494.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $45k -46% 1.0k 44.42
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.0 $44k 817.00 53.86
Automatic Data Processing (ADP) 0.0 $43k 305.00 140.98
Qualcomm (QCOM) 0.0 $43k +82% 365.00 117.81
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.0 $42k 1.3k 31.18
Ii-vi (IIVI) 0.0 $41k 1.0k 41.00
Nuance Communications (NUAN) 0.0 $40k -29% 1.2k 33.33
AFLAC Incorporated (AFL) 0.0 $40k 1.1k 36.36
Dow (DOW) 0.0 $40k +37% 858.00 46.62
Bank of America Corporation (BAC) 0.0 $39k +42% 1.6k 24.07
CMS Energy Corporation (CMS) 0.0 $39k -8% 636.00 61.32
Kellogg Company (K) 0.0 $39k 600.00 65.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $39k 653.00 59.72
Astrazeneca Sponsored Adr (AZN) 0.0 $38k 687.00 55.31
Spdr Ser Tr Bloomberg Brclys (JNK) 0.0 $38k +63% 361.00 105.26
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $37k 1.3k 29.46
Caterpillar (CAT) 0.0 $37k 250.00 148.00
Archer Daniels Midland Company (ADM) 0.0 $36k 784.00 45.92
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $36k -40% 613.00 58.73
Dupont De Nemours (DD) 0.0 $36k 652.00 55.21
Realty Income (O) 0.0 $35k 580.00 60.34
Waste Management (WM) 0.0 $33k 296.00 111.49
Mag Silver Corp (MAG) 0.0 $33k 2.0k 16.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $33k 611.00 54.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $32k 248.00 129.03
General Motors Company (GM) 0.0 $32k 1.1k 29.99
Snap-on Incorporated (SNA) 0.0 $31k 210.00 147.62
Twitter (TWTR) 0.0 $30k 683.00 43.92
Xylem (XYL) 0.0 $30k 352.00 85.23
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $30k -31% 109.00 275.23
Mastercard Incorporated Cl A (MA) 0.0 $30k 89.00 337.08
Eli Lilly & Co. (LLY) 0.0 $30k 200.00 150.00
Edison International (EIX) 0.0 $29k 570.00 50.88
Zoom Video Communications In Cl A (ZM) 0.0 $29k 61.00 475.41
Manulife Finl Corp (MFC) 0.0 $29k -32% 2.1k 13.98
Corning Incorporated (GLW) 0.0 $28k +60% 849.00 32.98
Autodesk (ADSK) 0.0 $28k 120.00 233.33
Tcf Financial Corp (TCF) 0.0 $27k 1.2k 23.32
Zoetis Cl A (ZTS) 0.0 $27k 163.00 165.64
PNC Financial Services (PNC) 0.0 $27k 250.00 108.00
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $27k 800.00 33.75
Smucker J M Com New (SJM) 0.0 $27k 234.00 115.38
Kimberly-Clark Corporation (KMB) 0.0 $27k 184.00 146.74
Fortune Brands (FBHS) 0.0 $26k 300.00 86.67
Fidelity National Information Services (FIS) 0.0 $26k 177.00 146.89
Ishares Msci Bric Indx (BKF) 0.0 $26k 566.00 45.94
Bhp Group Sponsored Ads (BHP) 0.0 $26k 500.00 52.00
Diamondpeak Hldgs Cor Com Cl A (DPHC) 0.0 $26k NEW 1.0k 26.00
Servicenow (NOW) 0.0 $26k 53.00 490.57
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $26k 721.00 36.06
Halliburton Company (HAL) 0.0 $25k 2.1k 12.17
Welltower Inc Com reit (WELL) 0.0 $24k 433.00 55.43
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $23k 300.00 76.67
Paypal Holdings (PYPL) 0.0 $22k 111.00 198.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $22k 404.00 54.46
Exelon Corporation (EXC) 0.0 $21k 589.00 35.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $21k 176.00 119.32
Xilinx (XLNX) 0.0 $21k 200.00 105.00
Total Se Sponsored Ads (TOT) 0.0 $21k 600.00 35.00
AECOM Technology Corporation (ACM) 0.0 $21k 500.00 42.00
Enbridge (ENB) 0.0 $20k 695.00 28.78
Tiffany & Co. (TIF) 0.0 $20k 176.00 113.64
Agnico (AEM) 0.0 $20k 250.00 80.00
Alta Equipment Group Common Stock (ALTG) 0.0 $20k 2.5k 8.00
DaVita (DVA) 0.0 $20k -33% 230.00 86.96
C H Robinson Worldwide Com New (CHRW) 0.0 $20k 197.00 101.52
Moderna (MRNA) 0.0 $20k +22% 288.00 69.44
Wells Fargo & Company (WFC) 0.0 $19k 829.00 22.92
Slack Technologies Com Cl A (WORK) 0.0 $19k -19% 724.00 26.24
Ishares Tr Msci China Etf (MCHI) 0.0 $19k 250.00 76.00
Floor & Decor Hldgs Cl A (FND) 0.0 $19k NEW 250.00 76.00
BP Sponsored Adr (BP) 0.0 $19k 1.1k 17.12
Gw Pharmaceuticals Ads (GWPH) 0.0 $18k 183.00 98.36
NVIDIA Corporation (NVDA) 0.0 $18k 34.00 529.41
MarketAxess Holdings (MKTX) 0.0 $18k 37.00 486.49
Metropcs Communications (TMUS) 0.0 $18k 156.00 115.38
Ishares Tr U.s. Finls Etf (IYF) 0.0 $18k 155.00 116.13
Starbucks Corporation (SBUX) 0.0 $18k +97% 213.00 84.51
Cigna Corp (CI) 0.0 $17k 99.00 171.72
Worthington Industries (WOR) 0.0 $17k +145% 405.00 41.98
Delta Air Lines Inc Del Com New (DAL) 0.0 $17k -32% 557.00 30.52
Crown Castle Intl (CCI) 0.0 $16k +57% 96.00 166.67
Te Connectivity Reg Shs (TEL) 0.0 $16k 168.00 95.24
Schlumberger (SLB) 0.0 $16k 1.0k 16.00
Sirius Xm Holdings (SIRI) 0.0 $16k 3.0k 5.33
General Electric Company (GE) 0.0 $16k -76% 2.6k 6.12
Jacobs Engineering (J) 0.0 $15k 167.00 89.82
Intuitive Surgical Com New (ISRG) 0.0 $15k 21.00 714.29
Biogen Idec (BIIB) 0.0 $15k 52.00 288.46
BlackRock (BLK) 0.0 $14k +150% 25.00 560.00
Gilead Sciences (GILD) 0.0 $14k +69% 219.00 63.93
Brown & Brown (BRO) 0.0 $14k 308.00 45.45
Jabil Circuit (JBL) 0.0 $14k 410.00 34.15
Vodafone Group Sponsored Adr (VOD) 0.0 $14k 1.0k 13.71
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) 0.0 $13k 1.0k 13.00
Live Oak Bancshares (LOB) 0.0 $13k 500.00 26.00
Sherwin-Williams Company (SHW) 0.0 $13k 18.00 722.22
Essential Utils (WTRG) 0.0 $13k 332.00 39.16
Flagstar Bancorp Com Par .001 (FBC) 0.0 $13k 428.00 30.37
Hp (HPQ) 0.0 $13k 695.00 18.70
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $12k 2.0k 6.00
Beam Global 0.0 $12k NEW 1.0k 12.00
Westrock (WRK) 0.0 $12k NEW 345.00 34.78
Cree (CREE) 0.0 $11k 177.00 62.15
Under Armour Cl A (UAA) 0.0 $11k NEW 1.0k 11.00
Corteva (CTVA) 0.0 $11k 370.00 29.73
Williams Companies (WMB) 0.0 $10k NEW 520.00 19.23
Masco Corporation (MAS) 0.0 $10k -62% 180.00 55.56
Fastenal Company (FAST) 0.0 $10k 226.00 44.25
Seagate Technology SHS (STX) 0.0 $10k 205.00 48.78
Healthequity (HQY) 0.0 $10k 200.00 50.00
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $10k 160.00 62.50
Lululemon Athletica (LULU) 0.0 $10k NEW 30.00 333.33
Advanced Micro Devices (AMD) 0.0 $10k 120.00 83.33
Blackrock Mun 2020 Term Tr Com Shs (BKK) 0.0 $10k 650.00 15.38
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $10k 259.00 38.61
F.N.B. Corporation (FNB) 0.0 $9.0k 1.4k 6.50
MetLife (MET) 0.0 $9.0k 237.00 37.97
Parker-Hannifin Corporation (PH) 0.0 $9.0k 46.00 195.65
Illumina (ILMN) 0.0 $9.0k 28.00 321.43
Novartis Sponsored Adr (NVS) 0.0 $9.0k 100.00 90.00
Baidu Spon Adr Rep A (BIDU) 0.0 $9.0k 70.00 128.57
Monster Beverage Corp (MNST) 0.0 $9.0k 108.00 83.33
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $9.0k 292.00 30.82
Preformed Line Products Company (PLPC) 0.0 $9.0k 185.00 48.65
Starwood Property Trust (STWD) 0.0 $9.0k NEW 620.00 14.52
Fiat Chrysler Automobiles N SHS (FCAU) 0.0 $9.0k 700.00 12.86
NiSource (NI) 0.0 $8.0k 352.00 22.73
American Water Works (AWK) 0.0 $8.0k 53.00 150.94
Lannett Company (LCI) 0.0 $8.0k 1.3k 6.40
National Fuel Gas (NFG) 0.0 $8.0k 200.00 40.00
Linde SHS (LIN) 0.0 $8.0k 35.00 228.57
Electronic Arts (EA) 0.0 $8.0k 60.00 133.33
Citrix Systems (CTXS) 0.0 $8.0k 61.00 131.15
Activision Blizzard (ATVI) 0.0 $8.0k 97.00 82.47
Taubman Centers (TCO) 0.0 $8.0k 249.00 32.13
Knight Swift Transn Hldgs In Cl A (KNX) 0.0 $8.0k 187.00 42.78
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $7.0k -40% 1.5k 4.67
Envestnet (ENV) 0.0 $7.0k -53% 88.00 79.55
Vanguard World Fds Financials Etf (VFH) 0.0 $7.0k 123.00 56.91
Topbuild (BLD) 0.0 $7.0k -79% 39.00 179.49
Constellation Brands Cl A (STZ) 0.0 $7.0k 35.00 200.00
Citizens Community Ban (CZWI) 0.0 $7.0k 1.0k 7.00
Verisk Analytics (VRSK) 0.0 $7.0k 38.00 184.21
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $7.0k 57.00 122.81
Sony Corp Sponsored Adr (SNE) 0.0 $7.0k NEW 85.00 82.35
Hewlett Packard Enterprise (HPE) 0.0 $7.0k 695.00 10.07
Service Corporation International (SCI) 0.0 $6.0k 149.00 40.27
Centene Corporation (CNC) 0.0 $6.0k 106.00 56.60
Lpl Financial Holdings (LPLA) 0.0 $6.0k 78.00 76.92
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $6.0k 29.00 206.90
Broadridge Financial Solutions (BR) 0.0 $6.0k 48.00 125.00
Yum! Brands (YUM) 0.0 $6.0k 64.00 93.75
Axogen (AXGN) 0.0 $6.0k 500.00 12.00
Autoliv (ALV) 0.0 $6.0k 82.00 73.17
Unilever Spon Adr New (UL) 0.0 $6.0k 102.00 58.82
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $6.0k 221.00 27.15
Templeton Emerging Markets (EMF) 0.0 $6.0k 370.00 16.22
Ionis Pharmaceuticals (IONS) 0.0 $6.0k 135.00 44.44
Discover Financial Services (DFS) 0.0 $5.0k 78.00 64.10
Simon Property (SPG) 0.0 $5.0k 76.00 65.79
Ishares Tr Russell 3000 Etf (IWV) 0.0 $5.0k 26.00 192.31
Sanofi Sponsored Adr (SNY) 0.0 $5.0k 100.00 50.00
Hexcel Corporation (HXL) 0.0 $5.0k NEW 160.00 31.25
Suncor Energy (SU) 0.0 $5.0k 400.00 12.50
O'reilly Automotive (ORLY) 0.0 $5.0k 10.00 500.00
Goldman Sachs (GS) 0.0 $5.0k 23.00 217.39
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $5.0k 147.00 34.01
Lincoln National Corporation (LNC) 0.0 $5.0k -55% 163.00 30.67
Occidental Petroleum Corporation (OXY) 0.0 $5.0k 463.00 10.80
Hostess Brands Cl A (TWNK) 0.0 $4.0k NEW 305.00 13.11
Ametek (AME) 0.0 $4.0k 43.00 93.02
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $4.0k 51.00 78.43
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $4.0k 31.00 129.03
Travelers Companies (TRV) 0.0 $4.0k 41.00 97.56
Cintas Corporation (CTAS) 0.0 $4.0k 11.00 363.64
Alleghany Corporation (Y) 0.0 $4.0k 7.00 571.43
Charter Communications Inc N Cl A (CHTR) 0.0 $4.0k 7.00 571.43
Principal Financial (PFG) 0.0 $4.0k 100.00 40.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $4.0k 25.00 160.00
Generac Holdings (GNRC) 0.0 $4.0k NEW 20.00 200.00
ConocoPhillips (COP) 0.0 $4.0k 114.00 35.09
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $4.0k 180.00 22.22
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $4.0k 315.00 12.70
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.0 $4.0k 132.00 30.30
Athersys (ATHX) 0.0 $3.0k 1.7k 1.72
Kraft Heinz (KHC) 0.0 $3.0k 104.00 28.85
Dolby Laboratories Com Cl A (DLB) 0.0 $3.0k 45.00 66.67
W.R. Berkley Corporation (WRB) 0.0 $3.0k 42.00 71.43
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $3.0k -24% 38.00 78.95
Dell Technologies CL C (DELL) 0.0 $3.0k 39.00 76.92
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $3.0k 29.00 103.45
Leidos Holdings (LDOS) 0.0 $3.0k 29.00 103.45
Datadog Cl A Com (DDOG) 0.0 $3.0k 29.00 103.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $3.0k 49.00 61.22
TD Ameritrade Holding (AMTD) 0.0 $3.0k 75.00 40.00
Tractor Supply Company (TSCO) 0.0 $3.0k NEW 20.00 150.00
Waters Corporation (WAT) 0.0 $3.0k 15.00 200.00
Markel Corporation (MKL) 0.0 $3.0k 3.00 1000.00
Superior Industries International (SUP) 0.0 $3.0k 2.0k 1.50
Check Point Software Tech Lt Ord (CHKP) 0.0 $3.0k 25.00 120.00
Post Holdings Inc Common (POST) 0.0 $3.0k 30.00 100.00
Icon SHS (ICLR) 0.0 $3.0k 16.00 187.50
Truist Financial Corp equities (TFC) 0.0 $3.0k 71.00 42.25
American Intl Group Com New (AIG) 0.0 $3.0k 105.00 28.57
Hillenbrand (HI) 0.0 $3.0k 95.00 31.58
Discovery Com Ser C (DISCK) 0.0 $2.0k 120.00 16.67
Apache Corporation (APA) 0.0 $2.0k 262.00 7.63
SYSCO Corporation (SYY) 0.0 $2.0k 36.00 55.56
Prudential Financial (PRU) 0.0 $2.0k 36.00 55.56
Gra (GGG) 0.0 $2.0k 33.00 60.61
Valero Energy Corporation (