Apollon Wealth Management as of March 31, 2021
Portfolio Holdings for Apollon Wealth Management
Apollon Wealth Management holds 335 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 |
---|---|---|---|---|---|
Apple (AAPL) | 7.6 | $39M | 323k | 122.15 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.2 | $32M | 100k | 319.13 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.9 | $20M | 239k | 84.72 | |
Ishares Tr Core S&p Scp Etf (IJR) | 3.7 | $19M | 179k | 108.53 | |
Amazon (AMZN) | 3.3 | $17M | 5.5k | 3094.06 | |
Microsoft Corporation (MSFT) | 2.6 | $13M | 56k | 235.77 | |
Shopify Cl A (SHOP) | 2.0 | $10M | 9.3k | 1106.52 | |
Tesla Motors (TSLA) | 1.6 | $8.4M | 13k | 667.91 | |
NVIDIA Corporation (NVDA) | 1.6 | $8.4M | 16k | 533.96 | |
Vanguard Index Fds Value Etf (VTV) | 1.5 | $7.6M | 58k | 131.46 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $6.8M | 19k | 364.31 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $6.4M | 89k | 72.05 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $6.4M | 16k | 396.32 | |
Ishares Core Msci Emkt (IEMG) | 1.2 | $6.0M | 94k | 64.36 | |
Home Depot (HD) | 1.1 | $5.8M | 19k | 305.25 | |
UnitedHealth (UNH) | 1.1 | $5.5M | 15k | 372.05 | |
Walt Disney Company (DIS) | 1.0 | $5.3M | 29k | 184.51 | |
Ishares Tr National Mun Etf (MUB) | 1.0 | $5.0M | 43k | 116.05 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $4.9M | 19k | 255.48 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $4.7M | 31k | 152.24 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $4.5M | 40k | 113.83 | |
Netflix (NFLX) | 0.8 | $4.4M | 8.4k | 521.70 | |
Visa Com Cl A (V) | 0.8 | $4.3M | 20k | 211.73 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.8 | $4.3M | 88k | 49.11 | |
BlackRock | 0.8 | $4.3M | 5.7k | 754.05 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $4.2M | 30k | 141.67 | |
Facebook Cl A (META) | 0.8 | $4.1M | 14k | 294.54 | |
Sea Sponsord Ads (SE) | 0.7 | $3.7M | 17k | 223.25 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.7M | 1.8k | 2068.50 | |
Costco Wholesale Corporation (COST) | 0.7 | $3.6M | 10k | 352.43 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.7 | $3.6M | 88k | 41.10 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $3.6M | 27k | 129.77 | |
Broadcom (AVGO) | 0.7 | $3.5M | 7.5k | 463.60 | |
Jd.com Spon Adr Cl A (JD) | 0.6 | $3.3M | 39k | 84.32 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $3.1M | 12k | 260.25 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $3.1M | 48k | 65.10 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.1M | 1.5k | 2062.71 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $3.1M | 21k | 147.10 | |
Mastercard Incorporated Cl A (MA) | 0.6 | $3.0M | 8.3k | 355.99 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.6 | $2.9M | 93k | 31.78 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $2.9M | 42k | 69.20 | |
Blackstone Group Inc Com Cl A (BX) | 0.5 | $2.8M | 38k | 74.52 | |
Paypal Holdings (PYPL) | 0.5 | $2.8M | 12k | 242.86 | |
Thermo Fisher Scientific (TMO) | 0.5 | $2.7M | 6.0k | 456.37 | |
McDonald's Corporation (MCD) | 0.5 | $2.5M | 11k | 224.09 | |
Ishares Tr Core Intl Aggr (IAGG) | 0.5 | $2.4M | 44k | 54.87 | |
Johnson & Johnson (JNJ) | 0.5 | $2.4M | 15k | 164.37 | |
Etf Ser Solutions Nationwide Rsk (NUSI) | 0.5 | $2.4M | 90k | 26.82 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.2M | 9.2k | 243.02 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.1M | 9.9k | 214.10 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.4 | $2.1M | 69k | 30.51 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $2.1M | 28k | 75.86 | |
Honeywell International (HON) | 0.4 | $2.1M | 9.6k | 217.03 | |
Global X Fds Glbl X Mlp Etf (MLPA) | 0.4 | $1.9M | 57k | 33.08 | |
Intel Corporation (INTC) | 0.4 | $1.8M | 29k | 64.00 | |
Marsh & McLennan Companies (MMC) | 0.3 | $1.8M | 14k | 121.81 | |
Nextera Energy (NEE) | 0.3 | $1.7M | 23k | 75.59 | |
Pfizer (PFE) | 0.3 | $1.7M | 48k | 36.23 | |
Pepsi (PEP) | 0.3 | $1.7M | 12k | 141.42 | |
Blackstone Gso Flting Rte Fu (BSL) | 0.3 | $1.7M | 109k | 15.56 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.7M | 31k | 54.63 | |
Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $1.6M | 31k | 52.40 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.6M | 5.8k | 274.72 | |
Abbvie (ABBV) | 0.3 | $1.6M | 15k | 108.25 | |
Verizon Communications (VZ) | 0.3 | $1.6M | 27k | 58.16 | |
salesforce (CRM) | 0.3 | $1.6M | 7.3k | 211.85 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $1.5M | 3.3k | 475.88 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.3 | $1.5M | 14k | 108.80 | |
Merck & Co (MRK) | 0.3 | $1.5M | 19k | 77.10 | |
Waste Management (WM) | 0.3 | $1.5M | 11k | 128.98 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.5M | 10k | 141.28 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $1.4M | 26k | 54.09 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.4M | 23k | 60.68 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.4M | 3.4k | 397.77 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.3M | 4.0k | 330.27 | |
Humana (HUM) | 0.3 | $1.3M | 3.1k | 419.13 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | 13k | 101.12 | |
Zoetis Cl A (ZTS) | 0.2 | $1.3M | 8.2k | 157.52 | |
Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.3M | 19k | 68.54 | |
Danaher Corporation (DHR) | 0.2 | $1.3M | 5.6k | 225.13 | |
Nike CL B (NKE) | 0.2 | $1.2M | 9.4k | 132.90 | |
Advanced Micro Devices (AMD) | 0.2 | $1.2M | 15k | 78.52 | |
Amplify Etf Tr Blackswan Grwt (SWAN) | 0.2 | $1.2M | 37k | 31.96 | |
Union Pacific Corporation (UNP) | 0.2 | $1.2M | 5.3k | 220.33 | |
Cme (CME) | 0.2 | $1.2M | 5.7k | 204.19 | |
Wal-Mart Stores (WMT) | 0.2 | $1.2M | 8.5k | 135.80 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.1M | 4.2k | 276.16 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.1M | 1.9k | 617.46 | |
Putnam Premier Income Tr Sh Ben Int (PPT) | 0.2 | $1.1M | 235k | 4.87 | |
Dollar General (DG) | 0.2 | $1.1M | 5.6k | 202.55 | |
T. Rowe Price (TROW) | 0.2 | $1.1M | 6.4k | 171.63 | |
Boeing Company (BA) | 0.2 | $1.1M | 4.3k | 254.78 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.1M | 15k | 72.89 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | 5.3k | 206.76 | |
Procter & Gamble Company (PG) | 0.2 | $1.1M | 7.9k | 135.44 | |
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.2 | $1.1M | 35k | 30.74 | |
Chevron Corporation (CVX) | 0.2 | $1.1M | 10k | 104.77 | |
Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.2 | $1.1M | 21k | 51.67 | |
Ametek (AME) | 0.2 | $1.0M | 8.2k | 127.74 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $1.0M | 45k | 22.81 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $1.0M | 30k | 34.05 | |
Etf Ser Solutions Clearshs Ultra (OPER) | 0.2 | $1.0M | 10k | 100.10 | |
Automatic Data Processing (ADP) | 0.2 | $1.0M | 5.3k | 188.43 | |
Independence Realty Trust In (IRT) | 0.2 | $979k | 64k | 15.21 | |
Square Cl A (SQ) | 0.2 | $977k | 4.3k | 227.10 | |
Exxon Mobil Corporation (XOM) | 0.2 | $973k | 17k | 55.82 | |
Wec Energy Group (WEC) | 0.2 | $971k | 10k | 93.62 | |
Amgen (AMGN) | 0.2 | $967k | 3.9k | 248.91 | |
PIMCO Corporate Income Fund (PCN) | 0.2 | $964k | 56k | 17.31 | |
American Tower Reit (AMT) | 0.2 | $956k | 4.0k | 239.06 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.2 | $956k | 19k | 50.66 | |
Alps Etf Tr Sectr Div Dogs (SDOG) | 0.2 | $945k | 18k | 51.47 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $944k | 25k | 38.38 | |
Goldman Sachs (GS) | 0.2 | $922k | 2.8k | 327.18 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.2 | $917k | 29k | 32.08 | |
D.R. Horton (DHI) | 0.2 | $911k | 10k | 89.14 | |
At&t (T) | 0.2 | $895k | 30k | 30.28 | |
Fifth Third Ban (FITB) | 0.2 | $887k | 24k | 37.47 | |
Duke Energy Corp Com New (DUK) | 0.2 | $869k | 9.0k | 96.49 | |
Progressive Corporation (PGR) | 0.2 | $862k | 9.0k | 95.58 | |
O'reilly Automotive (ORLY) | 0.2 | $857k | 1.7k | 507.10 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $846k | 1.8k | 472.89 | |
Roper Industries (ROP) | 0.2 | $845k | 2.1k | 403.15 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $845k | 13k | 65.27 | |
Anthem (ELV) | 0.2 | $844k | 2.4k | 359.15 | |
Tractor Supply Company (TSCO) | 0.2 | $835k | 4.7k | 177.09 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $827k | 8.0k | 104.00 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.2 | $824k | 9.1k | 90.85 | |
Granite Pt Mtg Tr Com Stk (GPMT) | 0.2 | $822k | 69k | 11.98 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $822k | 3.7k | 220.91 | |
Fastenal Company (FAST) | 0.2 | $806k | 16k | 50.30 | |
Starbucks Corporation (SBUX) | 0.2 | $802k | 7.3k | 109.20 | |
Pulte (PHM) | 0.2 | $800k | 15k | 52.47 | |
Pimco CA Muni. Income Fund II (PCK) | 0.2 | $800k | 88k | 9.06 | |
Align Technology (ALGN) | 0.2 | $798k | 1.5k | 541.75 | |
Select Sector Spdr Tr Energy (XLE) | 0.2 | $791k | 16k | 49.04 | |
Ford Motor Company (F) | 0.2 | $790k | 65k | 12.25 | |
Lam Research Corporation | 0.2 | $787k | 1.3k | 595.31 | |
General Dynamics Corporation (GD) | 0.1 | $772k | 4.3k | 181.52 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $766k | 15k | 52.08 | |
Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $765k | 12k | 62.91 | |
Best Buy (BBY) | 0.1 | $759k | 6.6k | 114.81 | |
Clorox Company (CLX) | 0.1 | $759k | 3.9k | 192.98 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $759k | 7.0k | 108.82 | |
Cisco Systems (CSCO) | 0.1 | $755k | 15k | 51.70 | |
FedEx Corporation (FDX) | 0.1 | $754k | 2.7k | 283.99 | |
Raytheon Technologies Corp (RTX) | 0.1 | $749k | 9.7k | 77.29 | |
Qualcomm (QCOM) | 0.1 | $743k | 5.6k | 132.65 | |
Cadence Design Systems (CDNS) | 0.1 | $742k | 5.4k | 137.00 | |
State Street Corporation (STT) | 0.1 | $739k | 8.8k | 84.02 | |
Cintas Corporation (CTAS) | 0.1 | $739k | 2.2k | 341.50 | |
Fortune Brands (FBIN) | 0.1 | $739k | 7.7k | 95.84 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $738k | 9.1k | 81.40 | |
Xcel Energy (XEL) | 0.1 | $727k | 11k | 66.47 | |
PennyMac Mortgage Investment Trust (PMT) | 0.1 | $721k | 37k | 19.59 | |
Cigna Corp (CI) | 0.1 | $720k | 3.0k | 241.77 | |
Activision Blizzard | 0.1 | $714k | 7.7k | 93.01 | |
TJX Companies (TJX) | 0.1 | $712k | 11k | 66.17 | |
AutoZone (AZO) | 0.1 | $711k | 506.00 | 1405.14 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $701k | 5.6k | 124.69 | |
Pimco Income Strategy Fund (PFL) | 0.1 | $699k | 58k | 12.01 | |
Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $694k | 3.8k | 182.68 | |
First Republic Bank/san F (FRCB) | 0.1 | $690k | 4.1k | 166.87 | |
Alliant Energy Corporation (LNT) | 0.1 | $690k | 13k | 54.13 | |
J P Morgan Exchange-traded F Betabuldrs Cda | 0.1 | $687k | 23k | 29.57 | |
Verisign (VRSN) | 0.1 | $681k | 3.4k | 198.77 | |
American Water Works (AWK) | 0.1 | $668k | 4.5k | 149.88 | |
Bristol Myers Squibb (BMY) | 0.1 | $667k | 11k | 63.14 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $667k | 12k | 53.98 | |
Abbott Laboratories (ABT) | 0.1 | $666k | 5.6k | 119.85 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $650k | 8.0k | 81.32 | |
Monster Beverage Corp (MNST) | 0.1 | $647k | 7.1k | 91.15 | |
Lowe's Companies (LOW) | 0.1 | $624k | 3.3k | 190.13 | |
0.1 | $618k | 9.7k | 63.61 | ||
Pool Corporation (POOL) | 0.1 | $610k | 1.8k | 345.41 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $608k | 8.2k | 74.37 | |
Wells Fargo & Company (WFC) | 0.1 | $597k | 15k | 39.06 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $593k | 6.5k | 91.81 | |
J P Morgan Exchange-traded F Core Plus Bd Etf (JCPB) | 0.1 | $589k | 11k | 53.87 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $588k | 25k | 23.29 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $586k | 76k | 7.67 | |
Lululemon Athletica (LULU) | 0.1 | $576k | 1.9k | 306.55 | |
MarketAxess Holdings (MKTX) | 0.1 | $575k | 1.2k | 497.84 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $574k | 3.8k | 151.49 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $572k | 1.2k | 475.48 | |
Mettler-Toledo International (MTD) | 0.1 | $567k | 491.00 | 1154.79 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $564k | 11k | 51.28 | |
Dow (DOW) | 0.1 | $558k | 8.7k | 63.90 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $553k | 6.2k | 88.69 | |
Philip Morris International (PM) | 0.1 | $547k | 6.2k | 88.76 | |
Prudential Financial (PRU) | 0.1 | $536k | 5.9k | 91.16 | |
Bank of America Corporation (BAC) | 0.1 | $529k | 14k | 38.66 | |
Texas Instruments Incorporated (TXN) | 0.1 | $527k | 2.8k | 188.96 | |
The Trade Desk Com Cl A (TTD) | 0.1 | $525k | 806.00 | 651.36 | |
Stryker Corporation (SYK) | 0.1 | $514k | 2.1k | 243.72 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $511k | 4.3k | 118.04 | |
Sempra Energy (SRE) | 0.1 | $497k | 3.7k | 132.60 | |
Autodesk (ADSK) | 0.1 | $495k | 1.8k | 277.00 | |
Oracle Corporation (ORCL) | 0.1 | $495k | 7.1k | 70.14 | |
Illinois Tool Works (ITW) | 0.1 | $494k | 2.2k | 221.52 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $492k | 5.1k | 96.09 | |
Etsy (ETSY) | 0.1 | $488k | 2.4k | 201.65 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $488k | 5.6k | 87.61 | |
Pimco Income Strategy Fund II (PFN) | 0.1 | $485k | 47k | 10.28 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $485k | 2.7k | 182.67 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $479k | 3.2k | 150.49 | |
Coca-Cola Company (KO) | 0.1 | $478k | 9.1k | 52.67 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $478k | 2.1k | 226.76 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $475k | 2.1k | 221.14 | |
Lennar Corp Cl A (LEN) | 0.1 | $473k | 4.7k | 101.22 | |
Intuit (INTU) | 0.1 | $472k | 1.2k | 383.43 | |
Ishares Gold Tr Ishares | 0.1 | $469k | 29k | 16.25 | |
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.1 | $458k | 7.7k | 59.27 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $453k | 613.00 | 738.99 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $449k | 2.8k | 160.01 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $444k | 7.3k | 61.21 | |
CVS Caremark Corporation (CVS) | 0.1 | $444k | 5.9k | 75.23 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $440k | 2.0k | 223.69 | |
Twilio Cl A (TWLO) | 0.1 | $437k | 1.3k | 340.61 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $420k | 3.3k | 125.56 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $419k | 1.4k | 290.57 | |
Prologis (PLD) | 0.1 | $415k | 3.9k | 106.11 | |
Nio Spon Ads (NIO) | 0.1 | $412k | 11k | 38.94 | |
International Business Machines (IBM) | 0.1 | $406k | 3.0k | 133.20 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $402k | 7.6k | 53.20 | |
Live Oak Bancshares (LOB) | 0.1 | $398k | 5.8k | 68.54 | |
United Parcel Service CL B (UPS) | 0.1 | $396k | 2.3k | 170.18 | |
3M Company (MMM) | 0.1 | $389k | 2.0k | 192.57 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $387k | 6.6k | 58.49 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $382k | 4.4k | 87.27 | |
Targa Res Corp (TRGP) | 0.1 | $379k | 12k | 31.75 | |
Draftkings Com Cl A | 0.1 | $379k | 6.2k | 61.30 | |
Docusign (DOCU) | 0.1 | $378k | 1.9k | 202.25 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $375k | 3.7k | 102.12 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $374k | 9.9k | 37.65 | |
Medtronic SHS (MDT) | 0.1 | $372k | 3.2k | 118.02 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $371k | 3.7k | 99.54 | |
Citigroup Com New (C) | 0.1 | $371k | 5.1k | 72.67 | |
Roku Com Cl A (ROKU) | 0.1 | $366k | 1.1k | 325.33 | |
Lockheed Martin Corporation (LMT) | 0.1 | $365k | 988.00 | 369.43 | |
Eli Lilly & Co. (LLY) | 0.1 | $364k | 2.0k | 186.67 | |
Yum! Brands (YUM) | 0.1 | $363k | 3.4k | 108.26 | |
Ecolab (ECL) | 0.1 | $360k | 1.7k | 213.78 | |
Prospect Capital Corporation (PSEC) | 0.1 | $360k | 47k | 7.68 | |
Blackrock Muniholdings Insured Fund II (MUE) | 0.1 | $360k | 27k | 13.41 | |
Fulgent Genetics (FLGT) | 0.1 | $357k | 3.7k | 96.62 | |
Southern Company (SO) | 0.1 | $353k | 5.7k | 62.20 | |
Nikola Corp | 0.1 | $351k | 25k | 13.91 | |
Caterpillar (CAT) | 0.1 | $351k | 1.5k | 231.68 | |
Morgan Stanley Com New (MS) | 0.1 | $344k | 4.4k | 77.56 | |
Charles Schwab Corporation (SCHW) | 0.1 | $339k | 5.2k | 65.24 | |
Wp Carey (WPC) | 0.1 | $338k | 4.8k | 70.74 | |
Las Vegas Sands (LVS) | 0.1 | $337k | 5.5k | 60.78 | |
Micron Technology (MU) | 0.1 | $336k | 3.8k | 88.30 | |
Snowflake Cl A (SNOW) | 0.1 | $334k | 1.5k | 229.55 | |
Seagate Technology SHS | 0.1 | $326k | 4.3k | 76.71 | |
Public Storage (PSA) | 0.1 | $326k | 1.3k | 246.78 | |
Ishares Tr Global 100 Etf (IOO) | 0.1 | $324k | 4.9k | 66.06 | |
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.1 | $317k | 4.0k | 79.59 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $314k | 1.9k | 168.27 | |
Pinterest Cl A (PINS) | 0.1 | $314k | 4.2k | 74.04 | |
Chegg (CHGG) | 0.1 | $312k | 3.6k | 85.67 | |
Stanley Black & Decker (SWK) | 0.1 | $311k | 1.6k | 200.00 | |
Gap (GAP) | 0.1 | $309k | 10k | 29.77 | |
Nordson Corporation (NDSN) | 0.1 | $302k | 1.5k | 198.68 | |
Zscaler Incorporated (ZS) | 0.1 | $298k | 1.7k | 171.56 | |
Altria (MO) | 0.1 | $293k | 5.7k | 51.16 | |
Crown Castle Intl (CCI) | 0.1 | $292k | 1.7k | 172.37 | |
Opendoor Technologies (OPEN) | 0.1 | $292k | 14k | 21.15 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $290k | 6.1k | 47.22 | |
Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $289k | 5.4k | 53.07 | |
Ishares Tr Broad Usd High (USHY) | 0.1 | $289k | 7.0k | 41.24 | |
Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $289k | 7.8k | 36.90 | |
American Express Company (AXP) | 0.1 | $287k | 2.0k | 141.31 | |
Fidelity National Information Services (FIS) | 0.1 | $286k | 2.0k | 140.68 | |
Vanguard World Extended Dur (EDV) | 0.1 | $286k | 2.3k | 125.49 | |
Paychex (PAYX) | 0.1 | $285k | 2.9k | 97.87 | |
Gilead Sciences (GILD) | 0.1 | $283k | 4.4k | 64.66 | |
Chubb (CB) | 0.1 | $280k | 1.8k | 157.84 | |
Dupont De Nemours (DD) | 0.1 | $276k | 3.6k | 77.14 | |
Ishares Tr Us Industrials (IYJ) | 0.1 | $274k | 2.6k | 105.71 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $274k | 2.3k | 116.89 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $273k | 6.0k | 45.68 | |
Cassava Sciences (SAVA) | 0.1 | $273k | 6.1k | 45.03 | |
Microstrategy Cl A New (MSTR) | 0.1 | $272k | 400.00 | 680.00 | |
Norfolk Southern (NSC) | 0.1 | $268k | 997.00 | 268.81 | |
Consolidated Edison (ED) | 0.1 | $267k | 3.6k | 74.69 | |
Intercontinental Exchange (ICE) | 0.1 | $263k | 2.4k | 111.72 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $262k | 2.9k | 91.48 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $261k | 1.2k | 214.64 | |
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $261k | 1.1k | 228.75 | |
Pimco Municipal Income Fund II (PML) | 0.1 | $260k | 18k | 14.86 | |
Antero Res (AR) | 0.0 | $258k | 25k | 10.18 | |
Teladoc (TDOC) | 0.0 | $256k | 1.4k | 181.95 | |
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $254k | 8.0k | 31.87 | |
Solaredge Technologies (SEDG) | 0.0 | $253k | 879.00 | 287.83 | |
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $252k | 1.2k | 207.24 | |
Wynn Resorts (WYNN) | 0.0 | $251k | 2.0k | 125.12 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $250k | 7.2k | 34.76 | |
Air Products & Chemicals (APD) | 0.0 | $249k | 887.00 | 280.72 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $245k | 9.2k | 26.76 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $244k | 2.5k | 96.63 | |
Bank of SC Corporation (BKSC) | 0.0 | $244k | 11k | 22.59 | |
Universal Hlth Svcs CL B (UHS) | 0.0 | $244k | 1.8k | 133.26 | |
Novavax Com New (NVAX) | 0.0 | $242k | 1.3k | 181.41 | |
Churchill Downs (CHDN) | 0.0 | $239k | 1.1k | 226.97 | |
Dominion Resources (D) | 0.0 | $239k | 3.1k | 75.90 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $235k | 3.7k | 62.80 | |
Fair Isaac Corporation (FICO) | 0.0 | $229k | 471.00 | 486.20 | |
stock | 0.0 | $227k | 1.7k | 135.60 | |
Target Corporation (TGT) | 0.0 | $224k | 1.1k | 197.71 | |
Kinross Gold Corp (KGC) | 0.0 | $223k | 33k | 6.67 | |
Triton Intl Cl A | 0.0 | $220k | 4.0k | 55.00 | |
Becton, Dickinson and (BDX) | 0.0 | $219k | 902.00 | 242.79 | |
Parker-Hannifin Corporation (PH) | 0.0 | $218k | 692.00 | 315.03 | |
Marvell Technology Group Ord | 0.0 | $217k | 4.4k | 48.94 | |
Uber Technologies (UBER) | 0.0 | $217k | 4.0k | 54.48 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $216k | 602.00 | 358.80 | |
Newtek Business Svcs Corp Com New (NEWT) | 0.0 | $214k | 8.0k | 26.75 | |
Baxter International (BAX) | 0.0 | $214k | 2.5k | 84.42 | |
Arista Networks (ANET) | 0.0 | $210k | 694.00 | 302.59 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $210k | 804.00 | 261.19 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $208k | 647.00 | 321.48 | |
Te Connectivity Reg Shs | 0.0 | $207k | 1.6k | 129.38 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $202k | 2.1k | 95.96 | |
Servicenow (NOW) | 0.0 | $200k | 399.00 | 501.25 | |
General Electric Company | 0.0 | $196k | 15k | 13.11 | |
Qurate Retail Com Ser A (QRTEA) | 0.0 | $186k | 16k | 11.73 | |
Tecnoglass SHS (TGLS) | 0.0 | $152k | 13k | 11.99 | |
United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $151k | 17k | 9.10 | |
Eaton Vance Short Duration Diversified I (EVG) | 0.0 | $149k | 11k | 13.12 | |
RPC (RES) | 0.0 | $147k | 27k | 5.40 | |
Xeris Pharmaceuticals | 0.0 | $113k | 25k | 4.52 | |
Akerna Corp | 0.0 | $112k | 23k | 4.92 | |
Nuveen Fltng Rte Incm Opp Com Shs | 0.0 | $109k | 12k | 9.50 |