Annapolis Financial Services as of March 31, 2021
Portfolio Holdings for Annapolis Financial Services
Annapolis Financial Services holds 443 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Value Etf (VTV) | 6.4 | $18M | 133k | 131.46 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.1 | $17M | 338k | 49.11 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 5.7 | $16M | 291k | 53.37 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.6 | $15M | 184k | 82.50 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 5.3 | $15M | 70k | 206.70 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.7 | $10M | 62k | 165.61 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.6 | $9.9M | 107k | 93.03 | |
Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $9.1M | 42k | 214.08 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $9.0M | 173k | 52.05 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.1 | $8.5M | 60k | 141.66 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.8 | $7.6M | 59k | 128.38 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.7 | $7.4M | 55k | 134.86 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $6.9M | 19k | 364.29 | |
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 2.5 | $6.7M | 118k | 57.12 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $6.2M | 28k | 221.33 | |
Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $5.9M | 15k | 397.83 | |
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 2.1 | $5.7M | 154k | 37.37 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $4.2M | 76k | 54.64 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.5 | $4.1M | 50k | 82.00 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.4 | $3.9M | 46k | 84.72 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.4 | $3.9M | 110k | 35.36 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $3.6M | 14k | 260.26 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.3 | $3.5M | 53k | 65.44 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.4M | 14k | 255.45 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.2 | $3.4M | 74k | 45.75 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.2 | $3.2M | 86k | 37.90 | |
Apple (AAPL) | 1.1 | $2.9M | 24k | 122.14 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $2.7M | 36k | 75.87 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $2.5M | 35k | 72.04 | |
Ishares Tr Expanded Tech (IGV) | 0.9 | $2.5M | 7.2k | 341.45 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $2.3M | 21k | 109.29 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.8 | $2.3M | 53k | 43.78 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $2.2M | 33k | 65.29 | |
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.2M | 1.1k | 2068.51 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $1.9M | 46k | 42.28 | |
Ishares Core Msci Emkt (IEMG) | 0.6 | $1.7M | 26k | 64.36 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $1.6M | 20k | 82.19 | |
Walt Disney Company (DIS) | 0.5 | $1.5M | 8.0k | 184.54 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.5 | $1.3M | 17k | 76.36 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.3M | 3.2k | 396.33 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.5 | $1.3M | 26k | 49.20 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.2M | 11k | 108.49 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $1.2M | 20k | 59.22 | |
Facebook Cl A (META) | 0.4 | $1.1M | 3.8k | 294.46 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $1.1M | 39k | 28.17 | |
Ishares Tr Mbs Etf (MBB) | 0.4 | $1.1M | 10k | 108.37 | |
Ishares Tr Msci Global Imp (SDG) | 0.4 | $986k | 10k | 94.81 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $954k | 9.9k | 96.01 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $867k | 4.7k | 185.22 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $847k | 5.3k | 160.02 | |
Netflix (NFLX) | 0.3 | $775k | 1.5k | 521.89 | |
Wal-Mart Stores (WMT) | 0.3 | $774k | 5.7k | 135.84 | |
Cisco Systems (CSCO) | 0.3 | $740k | 14k | 51.74 | |
Amazon (AMZN) | 0.3 | $727k | 235.00 | 3093.62 | |
TJX Companies (TJX) | 0.3 | $704k | 11k | 66.12 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $700k | 18k | 39.44 | |
Union Pacific Corporation (UNP) | 0.2 | $679k | 3.1k | 220.45 | |
Nextera Energy (NEE) | 0.2 | $650k | 8.6k | 75.62 | |
Brown Forman Corp CL B (BF.B) | 0.2 | $619k | 9.0k | 69.00 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $608k | 6.1k | 99.67 | |
Microsoft Corporation (MSFT) | 0.2 | $596k | 2.5k | 235.57 | |
Danaher Corporation (DHR) | 0.2 | $565k | 2.5k | 225.01 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $544k | 5.4k | 100.70 | |
PNC Financial Services (PNC) | 0.2 | $541k | 3.1k | 175.36 | |
SYSCO Corporation (SYY) | 0.2 | $495k | 6.3k | 78.71 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $471k | 3.5k | 135.54 | |
Tesla Motors (TSLA) | 0.2 | $461k | 690.00 | 668.12 | |
Bank of America Corporation (BAC) | 0.2 | $449k | 12k | 38.65 | |
Hannon Armstrong (HASI) | 0.2 | $444k | 7.9k | 56.06 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $428k | 3.8k | 113.71 | |
McDonald's Corporation (MCD) | 0.1 | $403k | 1.8k | 224.14 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $380k | 1.2k | 330.43 | |
CSX Corporation (CSX) | 0.1 | $370k | 3.8k | 96.38 | |
Truist Financial Corp equities (TFC) | 0.1 | $362k | 6.2k | 58.25 | |
Visa Com Cl A (V) | 0.1 | $357k | 1.7k | 211.49 | |
Morgan Stanley Com New (MS) | 0.1 | $356k | 4.6k | 77.61 | |
3M Company (MMM) | 0.1 | $339k | 1.8k | 192.61 | |
Consolidated Edison (ED) | 0.1 | $335k | 4.5k | 74.69 | |
Ishares Tr Ibonds Dec2022 | 0.1 | $329k | 13k | 26.32 | |
Ishares Tr Ibonds Dec2021 | 0.1 | $325k | 13k | 25.70 | |
Lululemon Athletica (LULU) | 0.1 | $307k | 1.0k | 307.00 | |
Csw Industrials (CSWI) | 0.1 | $304k | 2.3k | 135.11 | |
Us Bancorp Del Com New (USB) | 0.1 | $280k | 5.1k | 55.30 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $268k | 3.7k | 72.93 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $256k | 124.00 | 2064.52 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $255k | 1.1k | 227.07 | |
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $246k | 8.8k | 27.89 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $234k | 1.5k | 151.95 | |
Bristol Myers Squibb (BMY) | 0.1 | $220k | 3.5k | 63.00 | |
T. Rowe Price (TROW) | 0.1 | $208k | 1.2k | 171.76 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $203k | 5.4k | 37.60 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $195k | 2.1k | 91.85 | |
Merck & Co (MRK) | 0.1 | $185k | 2.4k | 76.89 | |
Arch Cap Group Ord (ACGL) | 0.1 | $185k | 4.8k | 38.45 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $184k | 2.6k | 71.65 | |
UnitedHealth (UNH) | 0.1 | $178k | 478.00 | 372.38 | |
Henry Schein (HSIC) | 0.1 | $173k | 2.5k | 69.20 | |
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $170k | 6.1k | 28.03 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $164k | 460.00 | 356.52 | |
Ferguson SHS | 0.1 | $153k | 1.3k | 120.09 | |
Proshares Tr Sp500 Ex Finls (SPXN) | 0.1 | $151k | 1.8k | 83.89 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $146k | 918.00 | 159.04 | |
Verizon Communications (VZ) | 0.1 | $142k | 2.4k | 58.29 | |
Paypal Holdings (PYPL) | 0.1 | $141k | 580.00 | 243.10 | |
Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $138k | 4.0k | 34.50 | |
Under Armour Cl A (UAA) | 0.1 | $138k | 6.2k | 22.11 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $134k | 1.0k | 128.23 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $133k | 2.2k | 60.81 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $132k | 2.4k | 53.92 | |
CVS Caremark Corporation (CVS) | 0.0 | $131k | 1.7k | 75.29 | |
Dollar General (DG) | 0.0 | $129k | 635.00 | 203.15 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $127k | 2.5k | 51.52 | |
Boeing Company (BA) | 0.0 | $127k | 500.00 | 254.00 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $125k | 2.0k | 62.88 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $124k | 1.4k | 90.78 | |
Intel Corporation (INTC) | 0.0 | $119k | 1.9k | 64.25 | |
Home Depot (HD) | 0.0 | $117k | 382.00 | 306.28 | |
Exxon Mobil Corporation (XOM) | 0.0 | $113k | 2.0k | 55.77 | |
Abbott Laboratories (ABT) | 0.0 | $112k | 932.00 | 120.17 | |
Pfizer (PFE) | 0.0 | $112k | 3.1k | 36.16 | |
Norfolk Southern (NSC) | 0.0 | $109k | 405.00 | 269.14 | |
Southwest Airlines (LUV) | 0.0 | $105k | 1.7k | 61.30 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $105k | 1.5k | 68.81 | |
Global Med Reit Com New (GMRE) | 0.0 | $95k | 7.2k | 13.11 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $94k | 770.00 | 122.08 | |
Cigna Corp (CI) | 0.0 | $92k | 380.00 | 242.11 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $91k | 413.00 | 220.34 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $89k | 1.2k | 73.55 | |
Fortive (FTV) | 0.0 | $88k | 1.3k | 70.40 | |
Pepsi (PEP) | 0.0 | $85k | 600.00 | 141.67 | |
Abbvie (ABBV) | 0.0 | $85k | 783.00 | 108.56 | |
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.0 | $83k | 360.00 | 230.56 | |
Wells Fargo & Company (WFC) | 0.0 | $82k | 2.1k | 39.12 | |
Covetrus | 0.0 | $81k | 2.7k | 30.04 | |
D.R. Horton (DHI) | 0.0 | $80k | 900.00 | 88.89 | |
Costco Wholesale Corporation (COST) | 0.0 | $79k | 225.00 | 351.11 | |
Snap Cl A (SNAP) | 0.0 | $78k | 1.5k | 52.00 | |
Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $77k | 974.00 | 79.06 | |
At&t (T) | 0.0 | $77k | 2.5k | 30.34 | |
Eli Lilly & Co. (LLY) | 0.0 | $75k | 404.00 | 185.64 | |
FedEx Corporation (FDX) | 0.0 | $72k | 253.00 | 284.58 | |
Micron Technology (MU) | 0.0 | $71k | 800.00 | 88.75 | |
Qualcomm (QCOM) | 0.0 | $70k | 525.00 | 133.33 | |
BlackRock (BLK) | 0.0 | $69k | 91.00 | 758.24 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $67k | 661.00 | 101.36 | |
Baidu Spon Adr Rep A (BIDU) | 0.0 | $62k | 285.00 | 217.54 | |
Amgen (AMGN) | 0.0 | $62k | 250.00 | 248.00 | |
Lowe's Companies (LOW) | 0.0 | $59k | 311.00 | 189.71 | |
Procter & Gamble Company (PG) | 0.0 | $55k | 403.00 | 136.48 | |
Fs Kkr Capital Corp. Ii | 0.0 | $54k | 2.7k | 19.69 | |
Kansas City Southern Com New | 0.0 | $53k | 200.00 | 265.00 | |
General Electric Company | 0.0 | $51k | 3.9k | 13.20 | |
Travelers Companies (TRV) | 0.0 | $51k | 338.00 | 150.89 | |
Honeywell International (HON) | 0.0 | $50k | 230.00 | 217.39 | |
Chubb (CB) | 0.0 | $50k | 316.00 | 158.23 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $48k | 740.00 | 64.86 | |
Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $48k | 400.00 | 120.00 | |
Deere & Company (DE) | 0.0 | $47k | 125.00 | 376.00 | |
Under Armour CL C (UA) | 0.0 | $45k | 2.4k | 18.50 | |
Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $44k | 175.00 | 251.43 | |
M&T Bank Corporation (MTB) | 0.0 | $43k | 285.00 | 150.88 | |
Sandy Spring Ban (SASR) | 0.0 | $43k | 1.0k | 43.00 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $42k | 611.00 | 68.74 | |
United Parcel Service CL B (UPS) | 0.0 | $42k | 247.00 | 170.04 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $42k | 429.00 | 97.90 | |
Humana (HUM) | 0.0 | $42k | 100.00 | 420.00 | |
Aptiv SHS (APTV) | 0.0 | $41k | 300.00 | 136.67 | |
Regions Financial Corporation (RF) | 0.0 | $41k | 2.0k | 20.50 | |
Capital One Financial (COF) | 0.0 | $39k | 303.00 | 128.71 | |
Toyota Motor Corp Sp Adr Rep2com (TM) | 0.0 | $38k | 244.00 | 155.74 | |
American Express Company (AXP) | 0.0 | $38k | 269.00 | 141.26 | |
Coca-Cola Company (KO) | 0.0 | $38k | 713.00 | 53.30 | |
AFLAC Incorporated (AFL) | 0.0 | $36k | 700.00 | 51.43 | |
Brown Forman Corp Cl A (BF.A) | 0.0 | $34k | 540.00 | 62.96 | |
Goldman Sachs (GS) | 0.0 | $34k | 104.00 | 326.92 | |
Proshares Tr Pshs Ultruss2000 (UWM) | 0.0 | $34k | 300.00 | 113.33 | |
Raytheon Technologies Corp (RTX) | 0.0 | $32k | 416.00 | 76.92 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $32k | 271.00 | 118.08 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $32k | 100.00 | 320.00 | |
Lennar Corp Cl A (LEN) | 0.0 | $32k | 315.00 | 101.59 | |
Waste Management (WM) | 0.0 | $31k | 242.00 | 128.10 | |
Zoetis Cl A (ZTS) | 0.0 | $31k | 200.00 | 155.00 | |
MDU Resources (MDU) | 0.0 | $31k | 988.00 | 31.38 | |
Dmy Technology Group Inc Iii Com Class A | 0.0 | $31k | 2.9k | 10.77 | |
Cardinal Health (CAH) | 0.0 | $30k | 490.00 | 61.22 | |
Meritor | 0.0 | $29k | 1.0k | 29.00 | |
Biogen Idec (BIIB) | 0.0 | $29k | 102.00 | 284.31 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $28k | 771.00 | 36.32 | |
Walgreen Boots Alliance (WBA) | 0.0 | $28k | 513.00 | 54.58 | |
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) | 0.0 | $28k | 350.00 | 80.00 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $27k | 100.00 | 270.00 | |
American Tower Reit (AMT) | 0.0 | $26k | 108.00 | 240.74 | |
Thermo Fisher Scientific (TMO) | 0.0 | $25k | 55.00 | 454.55 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $25k | 103.00 | 242.72 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $24k | 600.00 | 40.00 | |
Chipotle Mexican Grill (CMG) | 0.0 | $24k | 17.00 | 1411.76 | |
Johnson & Johnson (JNJ) | 0.0 | $24k | 149.00 | 161.07 | |
Viacomcbs CL B (PARA) | 0.0 | $23k | 500.00 | 46.00 | |
Principal Financial (PFG) | 0.0 | $23k | 379.00 | 60.69 | |
eBay (EBAY) | 0.0 | $23k | 380.00 | 60.53 | |
MercadoLibre (MELI) | 0.0 | $22k | 15.00 | 1466.67 | |
Ishares Tr Broad Usd High (USHY) | 0.0 | $21k | 505.00 | 41.58 | |
Skyworks Solutions (SWKS) | 0.0 | $21k | 116.00 | 181.03 | |
Chevron Corporation (CVX) | 0.0 | $21k | 200.00 | 105.00 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $21k | 360.00 | 58.33 | |
Ovid Therapeutics (OVID) | 0.0 | $20k | 5.0k | 4.00 | |
Target Corporation (TGT) | 0.0 | $20k | 102.00 | 196.08 | |
Canadian Pacific Railway | 0.0 | $19k | 50.00 | 380.00 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $18k | 210.00 | 85.71 | |
Magna Intl Inc cl a (MGA) | 0.0 | $18k | 200.00 | 90.00 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $18k | 200.00 | 90.00 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $18k | 300.00 | 60.00 | |
Citigroup Com New (C) | 0.0 | $18k | 250.00 | 72.00 | |
Kellogg Company (K) | 0.0 | $18k | 289.00 | 62.28 | |
AECOM Technology Corporation (ACM) | 0.0 | $17k | 266.00 | 63.91 | |
Equity Residential Sh Ben Int (EQR) | 0.0 | $17k | 233.00 | 72.96 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $17k | 280.00 | 60.71 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $17k | 82.00 | 207.32 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $17k | 35.00 | 485.71 | |
Royal Caribbean Cruises (RCL) | 0.0 | $17k | 200.00 | 85.00 | |
Yum! Brands (YUM) | 0.0 | $17k | 160.00 | 106.25 | |
Opendoor Technologies (OPEN) | 0.0 | $17k | 800.00 | 21.25 | |
Oge Energy Corp (OGE) | 0.0 | $17k | 534.00 | 31.84 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $17k | 350.00 | 48.57 | |
Synchrony Financial (SYF) | 0.0 | $16k | 393.00 | 40.71 | |
Lincoln National Corporation (LNC) | 0.0 | $16k | 250.00 | 64.00 | |
Callon Petroleum | 0.0 | $16k | 427.00 | 37.47 | |
Udr (UDR) | 0.0 | $16k | 360.00 | 44.44 | |
Thomson Reuters Corp. Com New | 0.0 | $15k | 170.00 | 88.24 | |
Vmware Cl A Com | 0.0 | $15k | 100.00 | 150.00 | |
Albemarle Corporation (ALB) | 0.0 | $15k | 100.00 | 150.00 | |
Philip Morris International (PM) | 0.0 | $15k | 166.00 | 90.36 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $15k | 268.00 | 55.97 | |
Black Knight | 0.0 | $14k | 183.00 | 76.50 | |
Medtronic SHS (MDT) | 0.0 | $13k | 109.00 | 119.27 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $13k | 118.00 | 110.17 | |
Thor Industries (THO) | 0.0 | $13k | 100.00 | 130.00 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $13k | 200.00 | 65.00 | |
Dropbox Cl A (DBX) | 0.0 | $13k | 500.00 | 26.00 | |
MetLife (MET) | 0.0 | $13k | 220.00 | 59.09 | |
Carrier Global Corporation (CARR) | 0.0 | $13k | 300.00 | 43.33 | |
Exelon Corporation (EXC) | 0.0 | $12k | 279.00 | 43.01 | |
Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $12k | 137.00 | 87.59 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $12k | 232.00 | 51.72 | |
Liberty Media Corp Del Com C Siriusxm | 0.0 | $12k | 270.00 | 44.44 | |
Ares Capital Corporation (ARCC) | 0.0 | $11k | 572.00 | 19.23 | |
Cree | 0.0 | $11k | 100.00 | 110.00 | |
Kroger (KR) | 0.0 | $11k | 306.00 | 35.95 | |
Otis Worldwide Corp (OTIS) | 0.0 | $10k | 150.00 | 66.67 | |
Oracle Corporation (ORCL) | 0.0 | $10k | 140.00 | 71.43 | |
Vanguard World Fds Materials Etf (VAW) | 0.0 | $10k | 58.00 | 172.41 | |
Akamai Technologies (AKAM) | 0.0 | $10k | 100.00 | 100.00 | |
Marvell Technology Group Ord | 0.0 | $10k | 200.00 | 50.00 | |
The Trade Desk Com Cl A (TTD) | 0.0 | $10k | 16.00 | 625.00 | |
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $10k | 100.00 | 100.00 | |
Shopify Cl A (SHOP) | 0.0 | $10k | 9.00 | 1111.11 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $10k | 67.00 | 149.25 | |
Charles Schwab Corporation (SCHW) | 0.0 | $10k | 155.00 | 64.52 | |
Linde SHS | 0.0 | $9.0k | 31.00 | 290.32 | |
Willis Towers Watson SHS (WTW) | 0.0 | $9.0k | 41.00 | 219.51 | |
Automatic Data Processing (ADP) | 0.0 | $9.0k | 50.00 | 180.00 | |
Severn Ban | 0.0 | $9.0k | 750.00 | 12.00 | |
Yum China Holdings (YUMC) | 0.0 | $9.0k | 160.00 | 56.25 | |
Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $9.0k | 225.00 | 40.00 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $9.0k | 100.00 | 90.00 | |
Nike CL B (NKE) | 0.0 | $9.0k | 66.00 | 136.36 | |
Garmin SHS (GRMN) | 0.0 | $9.0k | 65.00 | 138.46 | |
Altria (MO) | 0.0 | $9.0k | 167.00 | 53.89 | |
American Electric Power Company (AEP) | 0.0 | $9.0k | 112.00 | 80.36 | |
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $8.0k | 94.00 | 85.11 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $8.0k | 25.00 | 320.00 | |
Roku Com Cl A (ROKU) | 0.0 | $8.0k | 26.00 | 307.69 | |
Navient Corporation equity (NAVI) | 0.0 | $8.0k | 539.00 | 14.84 | |
Edwards Lifesciences (EW) | 0.0 | $8.0k | 93.00 | 86.02 | |
NVIDIA Corporation (NVDA) | 0.0 | $8.0k | 15.00 | 533.33 | |
Caterpillar (CAT) | 0.0 | $8.0k | 34.00 | 235.29 | |
Mdc Partners Cl A Sub Vtg | 0.0 | $8.0k | 2.5k | 3.22 | |
M.D.C. Holdings | 0.0 | $7.0k | 117.00 | 59.83 | |
Dominion Resources (D) | 0.0 | $7.0k | 89.00 | 78.65 | |
Stryker Corporation (SYK) | 0.0 | $7.0k | 27.00 | 259.26 | |
Teladoc (TDOC) | 0.0 | $7.0k | 39.00 | 179.49 | |
Broadcom (AVGO) | 0.0 | $7.0k | 15.00 | 466.67 | |
Pinterest Cl A (PINS) | 0.0 | $7.0k | 100.00 | 70.00 | |
Desktop Metal Com Cl A | 0.0 | $7.0k | 500.00 | 14.00 | |
Texas Instruments Incorporated (TXN) | 0.0 | $7.0k | 36.00 | 194.44 | |
Dupont De Nemours (DD) | 0.0 | $7.0k | 85.00 | 82.35 | |
Prologis (PLD) | 0.0 | $6.0k | 56.00 | 107.14 | |
Trex Company (TREX) | 0.0 | $6.0k | 62.00 | 96.77 | |
Stanley Black & Decker (SWK) | 0.0 | $6.0k | 30.00 | 200.00 | |
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $6.0k | 154.00 | 38.96 | |
Riot Blockchain (RIOT) | 0.0 | $5.0k | 101.00 | 49.51 | |
Athene Holding Cl A | 0.0 | $5.0k | 109.00 | 45.87 | |
Sony Corp Sponsored Adr (SONY) | 0.0 | $5.0k | 48.00 | 104.17 | |
Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $5.0k | 33.00 | 151.52 | |
Tfii Cn (TFII) | 0.0 | $5.0k | 65.00 | 76.92 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $5.0k | 103.00 | 48.54 | |
PPG Industries (PPG) | 0.0 | $5.0k | 30.00 | 166.67 | |
Eaton Corp SHS (ETN) | 0.0 | $5.0k | 36.00 | 138.89 | |
Mongodb Cl A (MDB) | 0.0 | $5.0k | 19.00 | 263.16 | |
Zendesk | 0.0 | $5.0k | 40.00 | 125.00 | |
Okta Cl A (OKTA) | 0.0 | $5.0k | 22.00 | 227.27 | |
Eastman Chemical Company (EMN) | 0.0 | $5.0k | 41.00 | 121.95 | |
CRH Adr | 0.0 | $5.0k | 102.00 | 49.02 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $5.0k | 21.00 | 238.10 | |
Polaris Industries (PII) | 0.0 | $5.0k | 39.00 | 128.21 | |
Rbc Cad (RY) | 0.0 | $5.0k | 53.00 | 94.34 | |
Dow (DOW) | 0.0 | $5.0k | 85.00 | 58.82 | |
Bhp Group Sponsored Ads (BHP) | 0.0 | $5.0k | 72.00 | 69.44 | |
PG&E Corporation (PCG) | 0.0 | $5.0k | 450.00 | 11.11 | |
Ubs Group SHS (UBS) | 0.0 | $5.0k | 309.00 | 16.18 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $4.0k | 513.00 | 7.80 | |
Viatris (VTRS) | 0.0 | $4.0k | 321.00 | 12.46 | |
Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.0 | $4.0k | 137.00 | 29.20 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $4.0k | 49.00 | 81.63 | |
Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $4.0k | 38.00 | 105.26 | |
Timken Company (TKR) | 0.0 | $4.0k | 51.00 | 78.43 | |
Novartis Sponsored Adr (NVS) | 0.0 | $4.0k | 45.00 | 88.89 | |
Science App Int'l (SAIC) | 0.0 | $4.0k | 45.00 | 88.89 | |
Pentair SHS (PNR) | 0.0 | $4.0k | 67.00 | 59.70 | |
Progressive Corporation (PGR) | 0.0 | $4.0k | 42.00 | 95.24 | |
Atlassian Corp Cl A | 0.0 | $4.0k | 21.00 | 190.48 | |
Corning Incorporated (GLW) | 0.0 | $4.0k | 100.00 | 40.00 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $4.0k | 5.00 | 800.00 | |
Gamestop Corp Cl A (GME) | 0.0 | $4.0k | 20.00 | 200.00 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $4.0k | 13.00 | 307.69 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.0k | 17.00 | 235.29 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $4.0k | 30.00 | 133.33 | |
Activision Blizzard | 0.0 | $4.0k | 48.00 | 83.33 | |
Corteva (CTVA) | 0.0 | $4.0k | 85.00 | 47.06 | |
Infosys Sponsored Adr (INFY) | 0.0 | $4.0k | 192.00 | 20.83 | |
Janus Henderson Group Ord Shs (JHG) | 0.0 | $3.0k | 102.00 | 29.41 | |
British Amern Tob Sponsored Adr (BTI) | 0.0 | $3.0k | 82.00 | 36.59 | |
Live Nation Entertainment (LYV) | 0.0 | $3.0k | 38.00 | 78.95 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.0k | 28.00 | 107.14 | |
Fastly Cl A (FSLY) | 0.0 | $3.0k | 42.00 | 71.43 | |
Steris Shs Usd (STE) | 0.0 | $3.0k | 18.00 | 166.67 | |
Axon Enterprise (AXON) | 0.0 | $3.0k | 23.00 | 130.43 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $3.0k | 6.00 | 500.00 | |
Abiomed | 0.0 | $3.0k | 10.00 | 300.00 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $3.0k | 10.00 | 300.00 | |
O'reilly Automotive (ORLY) | 0.0 | $3.0k | 5.00 | 600.00 | |
Ishares Msci Bric Indx (BKF) | 0.0 | $3.0k | 50.00 | 60.00 | |
Hp (HPQ) | 0.0 | $3.0k | 100.00 | 30.00 | |
Twilio Cl A (TWLO) | 0.0 | $3.0k | 10.00 | 300.00 | |
Moderna (MRNA) | 0.0 | $3.0k | 24.00 | 125.00 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $3.0k | 8.00 | 375.00 | |
Match Group (MTCH) | 0.0 | $3.0k | 24.00 | 125.00 | |
Palo Alto Networks (PANW) | 0.0 | $3.0k | 9.00 | 333.33 | |
Prudential Financial (PRU) | 0.0 | $3.0k | 36.00 | 83.33 | |
Liberty Media Corp Del Com Ser C Frmla | 0.0 | $3.0k | 67.00 | 44.78 | |
Editas Medicine (EDIT) | 0.0 | $3.0k | 77.00 | 38.96 | |
Centrais Eletricas Brasileir Sponsored Adr (EBR) | 0.0 | $2.0k | 397.00 | 5.04 | |
General Motors Company (GM) | 0.0 | $2.0k | 39.00 | 51.28 | |
Draftkings Com Cl A | 0.0 | $2.0k | 35.00 | 57.14 | |
Novocure Ord Shs (NVCR) | 0.0 | $2.0k | 13.00 | 153.85 | |
Nice Sponsored Adr (NICE) | 0.0 | $2.0k | 11.00 | 181.82 | |
Ameriprise Financial (AMP) | 0.0 | $2.0k | 7.00 | 285.71 | |
Parker-Hannifin Corporation (PH) | 0.0 | $2.0k | 7.00 | 285.71 | |
Arista Networks (ANET) | 0.0 | $2.0k | 7.00 | 285.71 | |
Synopsys (SNPS) | 0.0 | $2.0k | 8.00 | 250.00 | |
Take-Two Interactive Software (TTWO) | 0.0 | $2.0k | 10.00 | 200.00 | |
Intercontinental Exchange (ICE) | 0.0 | $2.0k | 16.00 | 125.00 | |
Etsy (ETSY) | 0.0 | $2.0k | 10.00 | 200.00 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $2.0k | 100.00 | 20.00 | |
Rocket Cos Com Cl A (RKT) | 0.0 | $2.0k | 100.00 | 20.00 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $2.0k | 100.00 | 20.00 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $2.0k | 18.00 | 111.11 | |
Docusign (DOCU) | 0.0 | $2.0k | 9.00 | 222.22 | |
Starbucks Corporation (SBUX) | 0.0 | $2.0k | 23.00 | 86.96 | |
Zillow Group Cl A (ZG) | 0.0 | $2.0k | 15.00 | 133.33 | |
Alteryx Com Cl A | 0.0 | $2.0k | 29.00 | 68.97 | |
International Business Machines (IBM) | 0.0 | $2.0k | 14.00 | 142.86 | |
Guardant Health (GH) | 0.0 | $2.0k | 14.00 | 142.86 | |
H&R Block (HRB) | 0.0 | $2.0k | 86.00 | 23.26 | |
Nvent Electric SHS (NVT) | 0.0 | $2.0k | 67.00 | 29.85 | |
Coty Com Cl A (COTY) | 0.0 | $2.0k | 269.00 | 7.43 | |
Corbus Pharmaceuticals Hldgs | 0.0 | $1.0k | 700.00 | 1.43 | |
Advanced Micro Devices (AMD) | 0.0 | $1.0k | 18.00 | 55.56 | |
Wabtec Corporation (WAB) | 0.0 | $1.0k | 18.00 | 55.56 | |
Tripadvisor (TRIP) | 0.0 | $1.0k | 15.00 | 66.67 | |
Redfin Corp (RDFN) | 0.0 | $1.0k | 15.00 | 66.67 | |
Xpeng Ads (XPEV) | 0.0 | $1.0k | 15.00 | 66.67 | |
Lumen Technologies (LUMN) | 0.0 | $1.0k | 38.00 | 26.32 | |
Republic Services (RSG) | 0.0 | $1.0k | 13.00 | 76.92 | |
ON Semiconductor (ON) | 0.0 | $1.0k | 13.00 | 76.92 | |
Datadog Cl A Com (DDOG) | 0.0 | $1.0k | 13.00 | 76.92 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.0k | 6.00 | 166.67 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.0k | 5.00 | 200.00 | |
salesforce (CRM) | 0.0 | $1.0k | 5.00 | 200.00 | |
NuVasive | 0.0 | $1.0k | 10.00 | 100.00 | |
Alnylam Pharmaceuticals (ALNY) | 0.0 | $1.0k | 10.00 | 100.00 | |
Guidewire Software (GWRE) | 0.0 | $1.0k | 5.00 | 200.00 | |
Globus Med Cl A (GMED) | 0.0 | $1.0k | 10.00 | 100.00 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $1.0k | 25.00 | 40.00 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.0k | 4.00 | 250.00 | |
Chemours (CC) | 0.0 | $1.0k | 40.00 | 25.00 | |
Tpi Composites (TPIC) | 0.0 | $1.0k | 10.00 | 100.00 | |
Canopy Gro | 0.0 | $1.0k | 25.00 | 40.00 | |
Biontech Se Sponsored Ads (BNTX) | 0.0 | $1.0k | 5.00 | 200.00 | |
Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $999.999900 | 9.00 | 111.11 | |
Infinera (INFN) | 0.0 | $999.999500 | 85.00 | 11.76 | |
P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $999.999000 | 22.00 | 45.45 | |
Retail Opportunity Investments (ROIC) | 0.0 | $999.999000 | 65.00 | 15.38 | |
Marathon Petroleum Corp (MPC) | 0.0 | $999.999000 | 22.00 | 45.45 | |
Dbv Technologies S A Sponsored Adr | 0.0 | $999.999000 | 270.00 | 3.70 | |
Liberty Media Corp Del Com C Braves Grp | 0.0 | $999.999000 | 27.00 | 37.04 | |
Equinor Asa Sponsored Adr (EQNR) | 0.0 | $999.999000 | 45.00 | 22.22 | |
Teradata Corporation (TDC) | 0.0 | $0 | 12.00 | 0.00 | |
Electronic Arts (EA) | 0.0 | $0 | 1.00 | 0.00 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $0 | 5.00 | 0.00 | |
NCR Corporation (VYX) | 0.0 | $0 | 12.00 | 0.00 | |
Ford Motor Company (F) | 0.0 | $0 | 1.00 | 0.00 | |
Lennar Corp CL B (LEN.B) | 0.0 | $0 | 6.00 | 0.00 | |
Hecla Mining Company (HL) | 0.0 | $0 | 50.00 | 0.00 | |
Medical Properties Trust (MPW) | 0.0 | $0 | 20.00 | 0.00 | |
Geron Corporation (GERN) | 0.0 | $0 | 100.00 | 0.00 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $0 | 2.00 | 0.00 | |
Spdr Index Shs Fds S&p China Etf (GXC) | 0.0 | $0 | 3.00 | 0.00 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $0 | 3.00 | 0.00 | |
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $0 | 10.00 | 0.00 | |
Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $0 | 3.00 | 0.00 | |
Global X Fds Glb X Guru Index (GURU) | 0.0 | $0 | 4.00 | 0.00 | |
Ishares Tr Msci India Etf (INDA) | 0.0 | $0 | 1.00 | 0.00 | |
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $0 | 1.00 | 0.00 | |
Gtt Communications | 0.0 | $0 | 148.00 | 0.00 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $0 | 4.00 | 0.00 | |
Virtu Finl Cl A (VIRT) | 0.0 | $0 | 5.00 | 0.00 | |
J Alexanders Holding | 0.0 | $0 | 34.00 | 0.00 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $0 | 3.00 | 0.00 | |
Spdr Ser Tr Ssga Gnder Etf (SHE) | 0.0 | $0 | 2.00 | 0.00 | |
Brighthouse Finl (BHF) | 0.0 | $0 | 1.00 | 0.00 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $0 | 2.00 | 0.00 | |
Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $0 | 1.00 | 0.00 | |
Fiverr Intl Ord Shs (FVRR) | 0.0 | $0 | 2.00 | 0.00 | |
Spinnaker Etf Series Cannabis Etf | 0.0 | $0 | 1.00 | 0.00 | |
Amplify Etf Tr Seymour Cannbs (CNBS) | 0.0 | $0 | 1.00 | 0.00 | |
Listed Fd Tr Roundhill Sports (BETZ) | 0.0 | $0 | 10.00 | 0.00 | |
Lemonade (LMND) | 0.0 | $0 | 3.00 | 0.00 | |
Golden Nugget Online Gamin Com Cl A | 0.0 | $0 | 10.00 | 0.00 | |
Quantumscape Corp Com Cl A (QS) | 0.0 | $0 | 9.00 | 0.00 | |
Marathon Digital Holdings In (MARA) | 0.0 | $0 | 1.00 | 0.00 | |
Plby Group Ord (PLBY) | 0.0 | $0 | 5.00 | 0.00 | |
Cloopen Group Holding Limite Ads | 0.0 | $0 | 1.00 | 0.00 |