Bourgeon Capital Management as of June 30, 2023
Portfolio Holdings for Bourgeon Capital Management
Bourgeon Capital Management holds 337 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
JPMorgan Chase & Co. (JPM) | 4.4 | $19M | 131k | 145.44 | |
Microsoft Corporation (MSFT) | 4.2 | $18M | 53k | 340.54 | |
Merck & Co (MRK) | 3.8 | $17M | 143k | 115.39 | |
Honeywell International (HON) | 3.6 | $15M | 74k | 207.50 | |
stock | 3.4 | $15M | 139k | 106.09 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $14M | 119k | 119.70 | |
Danaher Corporation (DHR) | 2.9 | $13M | 52k | 240.00 | |
Medtronic SHS (MDT) | 2.9 | $13M | 142k | 88.10 | |
Gilead Sciences (GILD) | 2.7 | $11M | 148k | 77.07 | |
Teradyne (TER) | 2.6 | $11M | 100k | 111.33 | |
Aptiv SHS (APTV) | 2.5 | $11M | 106k | 102.09 | |
Nextera Energy (NEE) | 2.5 | $11M | 143k | 74.20 | |
Qualcomm (QCOM) | 2.4 | $10M | 85k | 119.04 | |
Raytheon Technologies Corp (RTX) | 2.3 | $10M | 102k | 97.96 | |
Bank of America Corporation (BAC) | 2.1 | $9.0M | 315k | 28.69 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 2.1 | $9.0M | 488k | 18.40 | |
ConocoPhillips (COP) | 2.1 | $9.0M | 87k | 103.61 | |
Amazon (AMZN) | 2.1 | $8.8M | 68k | 130.36 | |
Eaton Corp SHS (ETN) | 2.1 | $8.8M | 44k | 201.10 | |
Apple (AAPL) | 1.9 | $8.3M | 43k | 193.97 | |
Mondelez Intl Cl A (MDLZ) | 1.9 | $8.1M | 111k | 72.94 | |
PNC Financial Services (PNC) | 1.8 | $7.7M | 61k | 125.95 | |
Freeport-mcmoran CL B (FCX) | 1.8 | $7.5M | 188k | 40.00 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $7.1M | 23k | 308.58 | |
Schlumberger Com Stk (SLB) | 1.6 | $6.9M | 141k | 49.12 | |
Baker Hughes Company Cl A (BKR) | 1.6 | $6.9M | 219k | 31.61 | |
Paypal Holdings (PYPL) | 1.5 | $6.4M | 96k | 66.73 | |
Organon & Co Common Stock (OGN) | 1.5 | $6.3M | 301k | 20.81 | |
Walt Disney Company (DIS) | 1.4 | $6.2M | 69k | 89.28 | |
Jacobs Engineering Group (J) | 1.4 | $6.1M | 51k | 118.89 | |
Totalenergies Se Sponsored Ads (TTE) | 1.2 | $5.2M | 91k | 57.64 | |
Enterprise Products Partners (EPD) | 1.2 | $5.2M | 199k | 26.35 | |
Caterpillar (CAT) | 1.2 | $5.2M | 21k | 246.05 | |
Prologis (PLD) | 1.2 | $4.9M | 40k | 122.63 | |
Wabtec Corporation (WAB) | 1.1 | $4.9M | 45k | 109.67 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.1 | $4.9M | 652k | 7.53 | |
Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $4.7M | 32k | 146.87 | |
CVS Caremark Corporation (CVS) | 1.0 | $4.2M | 61k | 69.13 | |
Analog Devices (ADI) | 1.0 | $4.2M | 22k | 194.81 | |
BlackRock (BLK) | 0.9 | $4.1M | 5.9k | 691.14 | |
Alexandria Real Estate Equities (ARE) | 0.9 | $4.1M | 36k | 113.49 | |
Kinder Morgan (KMI) | 0.9 | $4.0M | 230k | 17.22 | |
Cabot Oil & Gas Corporation (CTRA) | 0.9 | $3.8M | 149k | 25.30 | |
Citigroup Com New (C) | 0.8 | $3.4M | 74k | 46.04 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $3.4M | 264k | 12.70 | |
Johnson & Johnson (JNJ) | 0.7 | $3.0M | 18k | 165.52 | |
Amphenol Corp Cl A (APH) | 0.7 | $2.9M | 35k | 84.95 | |
NVIDIA Corporation (NVDA) | 0.6 | $2.4M | 5.8k | 423.02 | |
Pfizer (PFE) | 0.5 | $2.1M | 58k | 36.68 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.0M | 5.8k | 341.00 | |
EOG Resources (EOG) | 0.5 | $2.0M | 17k | 114.44 | |
Mosaic (MOS) | 0.4 | $1.9M | 55k | 35.00 | |
Micron Technology (MU) | 0.4 | $1.9M | 30k | 63.11 | |
Parker-Hannifin Corporation (PH) | 0.4 | $1.8M | 4.7k | 390.04 | |
Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | 15k | 107.25 | |
Chevron Corporation (CVX) | 0.4 | $1.6M | 10k | 157.35 | |
Agnico (AEM) | 0.3 | $1.2M | 25k | 49.98 | |
Halliburton Company (HAL) | 0.3 | $1.1M | 34k | 32.99 | |
Deere & Company (DE) | 0.2 | $1.0M | 2.5k | 405.21 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $924k | 2.1k | 443.28 | |
Targa Res Corp (TRGP) | 0.2 | $913k | 12k | 76.10 | |
Amgen (AMGN) | 0.2 | $849k | 3.8k | 222.02 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $838k | 3.8k | 220.28 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $797k | 6.6k | 120.97 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.2 | $720k | 8.0k | 90.04 | |
CF Industries Holdings (CF) | 0.2 | $660k | 9.5k | 69.42 | |
Microchip Technology (MCHP) | 0.2 | $650k | 7.3k | 89.59 | |
UnitedHealth (UNH) | 0.1 | $637k | 1.3k | 480.64 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $569k | 45k | 12.54 | |
89bio (ETNB) | 0.1 | $569k | 30k | 18.95 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $557k | 3.5k | 157.83 | |
Boeing Company (BA) | 0.1 | $546k | 2.6k | 211.16 | |
Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $511k | 8.2k | 62.02 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $510k | 15k | 33.71 | |
Lululemon Athletica (LULU) | 0.1 | $454k | 1.2k | 378.50 | |
Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $430k | 30k | 14.34 | |
Mp Materials Corp Com Cl A (MP) | 0.1 | $426k | 19k | 22.88 | |
Limbach Hldgs (LMB) | 0.1 | $420k | 17k | 24.73 | |
Ies Hldgs (IESC) | 0.1 | $411k | 7.2k | 56.88 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $408k | 17k | 24.63 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $393k | 2.0k | 196.38 | |
Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.1 | $388k | 21k | 18.91 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $372k | 1.4k | 275.18 | |
Chemours (CC) | 0.1 | $369k | 10k | 36.89 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $354k | 5.3k | 67.50 | |
Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $342k | 1.2k | 287.60 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $334k | 4.0k | 83.20 | |
Allogene Therapeutics (ALLO) | 0.1 | $333k | 67k | 4.97 | |
Ishares Emng Mkts Eqt (EMGF) | 0.1 | $324k | 7.8k | 41.57 | |
Evgo Cl A Com (EVGO) | 0.1 | $319k | 80k | 4.00 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $319k | 3.3k | 97.95 | |
American Water Works (AWK) | 0.1 | $316k | 2.2k | 142.75 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $305k | 3.2k | 96.63 | |
Target Corporation (TGT) | 0.1 | $303k | 2.3k | 131.90 | |
Costco Wholesale Corporation (COST) | 0.1 | $246k | 456.00 | 538.38 | |
Home Depot (HD) | 0.1 | $238k | 767.00 | 310.60 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $217k | 2.9k | 75.23 | |
Wp Carey (WPC) | 0.0 | $189k | 2.8k | 67.56 | |
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) | 0.0 | $188k | 7.2k | 26.30 | |
Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $186k | 100k | 1.86 | |
Cummins (CMI) | 0.0 | $184k | 750.00 | 245.16 | |
American States Water Company (AWR) | 0.0 | $183k | 2.1k | 87.00 | |
Crown Castle Intl (CCI) | 0.0 | $169k | 1.5k | 113.94 | |
Coca-Cola Company (KO) | 0.0 | $169k | 2.8k | 60.22 | |
Ishares Asia/pac Div Etf (DVYA) | 0.0 | $158k | 4.8k | 32.85 | |
Bofi Holding (AX) | 0.0 | $158k | 4.0k | 39.44 | |
Olin Corp Com Par $1 (OLN) | 0.0 | $154k | 3.0k | 51.39 | |
Ford Motor Company (F) | 0.0 | $151k | 10k | 15.13 | |
Digital Realty Trust (DLR) | 0.0 | $148k | 1.3k | 113.87 | |
Alx Oncology Hldgs (ALXO) | 0.0 | $147k | 20k | 7.51 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $145k | 2.9k | 49.29 | |
Marsh & McLennan Companies (MMC) | 0.0 | $144k | 765.00 | 188.08 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $141k | 300.00 | 470.60 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $141k | 3.9k | 36.39 | |
Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.0 | $141k | 6.5k | 21.69 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $139k | 686.00 | 202.72 | |
General Electric Com New (GE) | 0.0 | $139k | 1.3k | 109.85 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $138k | 2.0k | 69.21 | |
Wal-Mart Stores (WMT) | 0.0 | $132k | 838.00 | 157.18 | |
Enstar Group SHS (ESGR) | 0.0 | $128k | 525.00 | 244.24 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $122k | 1.5k | 83.25 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $121k | 1.9k | 62.32 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $100k | 1.3k | 75.66 | |
Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $97k | 2.0k | 48.21 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $96k | 2.4k | 40.55 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $96k | 1.3k | 72.93 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $92k | 4.4k | 20.89 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $89k | 635.00 | 140.80 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $89k | 2.0k | 44.14 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $89k | 891.00 | 99.65 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $87k | 1.2k | 72.69 | |
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 0.0 | $85k | 2.5k | 33.55 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $83k | 319.00 | 261.48 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $78k | 2.4k | 32.54 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $74k | 1.5k | 50.57 | |
First Solar (FSLR) | 0.0 | $69k | 365.00 | 190.09 | |
Vor Biopharma (VOR) | 0.0 | $69k | 23k | 3.09 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $68k | 1.2k | 56.08 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $67k | 274.00 | 242.66 | |
Transocean Reg Shs (RIG) | 0.0 | $66k | 9.4k | 7.01 | |
Te Connectivity SHS (TEL) | 0.0 | $63k | 449.00 | 140.18 | |
CSX Corporation (CSX) | 0.0 | $60k | 1.8k | 34.10 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $60k | 146.00 | 407.47 | |
BP Sponsored Adr (BP) | 0.0 | $57k | 1.6k | 35.29 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $56k | 1.8k | 31.63 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $53k | 436.00 | 122.58 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $52k | 235.00 | 220.16 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $51k | 1.0k | 50.14 | |
Shopify Cl A (SHOP) | 0.0 | $49k | 750.00 | 64.60 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $48k | 458.00 | 104.04 | |
Hannon Armstrong (HASI) | 0.0 | $47k | 1.9k | 25.00 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $46k | 400.00 | 114.93 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $46k | 500.00 | 91.83 | |
Travelers Companies (TRV) | 0.0 | $46k | 263.00 | 173.91 | |
AFLAC Incorporated (AFL) | 0.0 | $45k | 650.00 | 69.77 | |
Shell Spon Ads (SHEL) | 0.0 | $45k | 750.00 | 60.38 | |
Visa Com Cl A (V) | 0.0 | $45k | 190.00 | 237.48 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $45k | 1.0k | 44.52 | |
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 0.0 | $42k | 1.7k | 24.92 | |
New Mountain Finance Corp (NMFC) | 0.0 | $42k | 3.4k | 12.44 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $42k | 2.0k | 21.04 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $42k | 1.0k | 41.55 | |
Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $42k | 850.00 | 48.84 | |
Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $40k | 1.1k | 35.95 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $40k | 470.00 | 84.17 | |
Nike CL B (NKE) | 0.0 | $39k | 350.00 | 110.37 | |
Pimco CA Muni. Income Fund III (PZC) | 0.0 | $39k | 5.0k | 7.70 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $38k | 255.00 | 149.64 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $38k | 740.00 | 51.53 | |
Procter & Gamble Company (PG) | 0.0 | $38k | 249.00 | 151.74 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $38k | 200.00 | 187.27 | |
E2open Parent Holdings Com Cl A (ETWO) | 0.0 | $36k | 6.5k | 5.60 | |
Southern Company (SO) | 0.0 | $36k | 511.00 | 70.25 | |
Novartis Sponsored Adr (NVS) | 0.0 | $35k | 350.00 | 100.91 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $35k | 152.00 | 229.74 | |
Williams Companies (WMB) | 0.0 | $35k | 1.1k | 32.63 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $34k | 420.00 | 81.24 | |
Alcoa (AA) | 0.0 | $34k | 1.0k | 33.93 | |
Ishares Tr Environmntl Infr (EFRA) | 0.0 | $34k | 1.2k | 28.16 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $32k | 301.00 | 107.62 | |
Blackrock Etf Trust Future Climate (BECO) | 0.0 | $32k | 1.5k | 21.42 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $32k | 448.00 | 70.76 | |
Marvell Technology (MRVL) | 0.0 | $31k | 520.00 | 59.78 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $31k | 350.00 | 87.23 | |
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $29k | 475.00 | 61.90 | |
Abbott Laboratories (ABT) | 0.0 | $29k | 263.00 | 109.06 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $27k | 206.00 | 132.73 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $26k | 93.00 | 283.34 | |
L3harris Technologies (LHX) | 0.0 | $26k | 133.00 | 195.77 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $26k | 400.00 | 63.84 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $26k | 458.00 | 55.57 | |
Innovator Etfs Tr Emrgng Mkt July (EJUL) | 0.0 | $25k | 1.1k | 23.05 | |
Altria (MO) | 0.0 | $25k | 542.00 | 45.30 | |
Baxter International (BAX) | 0.0 | $24k | 533.00 | 45.56 | |
Mainstreet Bancshares (MNSB) | 0.0 | $24k | 1.1k | 22.66 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $24k | 221.00 | 107.32 | |
Pepsi (PEP) | 0.0 | $24k | 128.00 | 185.23 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $24k | 895.00 | 26.33 | |
Etf Managers Tr Prime Cybr Scrty | 0.0 | $23k | 453.00 | 50.57 | |
Charles Schwab Corporation (SCHW) | 0.0 | $23k | 400.00 | 56.68 | |
FedEx Corporation (FDX) | 0.0 | $22k | 90.00 | 247.90 | |
Spero Therapeutics (SPRO) | 0.0 | $22k | 15k | 1.45 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $22k | 59.00 | 369.42 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $22k | 200.00 | 108.87 | |
Southern Copper Corporation (SCCO) | 0.0 | $22k | 303.00 | 71.74 | |
Dupont De Nemours (DD) | 0.0 | $22k | 304.00 | 71.44 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $22k | 45.00 | 478.91 | |
Colgate-Palmolive Company (CL) | 0.0 | $22k | 279.00 | 77.05 | |
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $21k | 70.00 | 298.03 | |
Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $21k | 340.00 | 60.91 | |
Oramed Pharmaceuticals Com New (ORMP) | 0.0 | $20k | 5.6k | 3.58 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $20k | 305.00 | 65.07 | |
Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.0 | $20k | 966.00 | 20.16 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $19k | 118.00 | 162.43 | |
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $19k | 530.00 | 35.52 | |
PPG Industries (PPG) | 0.0 | $19k | 125.00 | 148.30 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $18k | 185.00 | 97.46 | |
Regions Financial Corporation (RF) | 0.0 | $18k | 1.0k | 17.82 | |
Monster Beverage Corp (MNST) | 0.0 | $17k | 300.00 | 57.44 | |
Morgan Stanley Com New (MS) | 0.0 | $17k | 200.00 | 85.40 | |
Church & Dwight (CHD) | 0.0 | $17k | 170.00 | 99.99 | |
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $17k | 200.00 | 84.47 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $16k | 275.00 | 58.80 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $16k | 480.00 | 33.51 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $16k | 214.00 | 74.17 | |
Intuit (INTU) | 0.0 | $16k | 34.00 | 458.21 | |
Kaman Corporation | 0.0 | $15k | 628.00 | 24.34 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $15k | 41.00 | 367.39 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $15k | 375.00 | 39.56 | |
F5 Networks (FFIV) | 0.0 | $15k | 100.00 | 146.26 | |
Dow (DOW) | 0.0 | $14k | 268.00 | 53.33 | |
Linde SHS (LIN) | 0.0 | $14k | 37.00 | 378.11 | |
Martin Marietta Materials (MLM) | 0.0 | $14k | 30.00 | 461.70 | |
Abbvie (ABBV) | 0.0 | $14k | 100.00 | 134.73 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $13k | 185.00 | 72.62 | |
Wells Fargo & Company (WFC) | 0.0 | $13k | 308.00 | 42.68 | |
Palo Alto Networks (PANW) | 0.0 | $13k | 51.00 | 255.53 | |
Goldman Sachs (GS) | 0.0 | $13k | 40.00 | 322.55 | |
Roku Com Cl A (ROKU) | 0.0 | $13k | 201.00 | 63.96 | |
Twilio Cl A (TWLO) | 0.0 | $13k | 200.00 | 63.62 | |
Wolfspeed (WOLF) | 0.0 | $12k | 215.00 | 55.59 | |
Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $12k | 226.00 | 50.82 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $11k | 79.00 | 142.16 | |
Flowserve Corporation (FLS) | 0.0 | $11k | 300.00 | 37.15 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $11k | 97.00 | 113.31 | |
Creative Realities (CREX) | 0.0 | $11k | 3.5k | 3.05 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $11k | 116.00 | 92.97 | |
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $11k | 230.00 | 45.98 | |
Viracta Therapeutics (VIRX) | 0.0 | $11k | 7.5k | 1.41 | |
Thermo Fisher Scientific (TMO) | 0.0 | $10k | 20.00 | 521.75 | |
Partners Bancorp | 0.0 | $10k | 1.6k | 6.19 | |
Tesla Motors (TSLA) | 0.0 | $9.9k | 38.00 | 261.79 | |
Global X Fds Artificial Etf (AIQ) | 0.0 | $9.8k | 350.00 | 27.96 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $9.4k | 415.00 | 22.74 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $8.9k | 50.00 | 178.28 | |
Aersale Corp (ASLE) | 0.0 | $8.9k | 605.00 | 14.70 | |
Commercial Metals Company (CMC) | 0.0 | $8.8k | 168.00 | 52.66 | |
General Mills (GIS) | 0.0 | $8.7k | 113.00 | 76.71 | |
Ambarella SHS (AMBA) | 0.0 | $8.4k | 100.00 | 83.67 | |
Duke Energy Corp Com New (DUK) | 0.0 | $8.3k | 93.00 | 89.74 | |
Zoetis Cl A (ZTS) | 0.0 | $8.1k | 47.00 | 172.21 | |
Union Pacific Corporation (UNP) | 0.0 | $7.8k | 38.00 | 204.63 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $6.9k | 147.00 | 47.10 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $6.8k | 145.00 | 47.17 | |
Waters Corporation (WAT) | 0.0 | $6.7k | 25.00 | 266.56 | |
Mettler-Toledo International (MTD) | 0.0 | $6.6k | 5.00 | 1311.80 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $6.5k | 38.00 | 169.82 | |
salesforce (CRM) | 0.0 | $6.3k | 30.00 | 211.27 | |
Sofi Technologies (SOFI) | 0.0 | $6.3k | 757.00 | 8.34 | |
Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $6.1k | 1.3k | 4.75 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $6.1k | 170.00 | 35.65 | |
Insulet Corporation (PODD) | 0.0 | $5.8k | 20.00 | 288.35 | |
Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $5.0k | 795.00 | 6.24 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $4.9k | 10.00 | 489.00 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $4.7k | 90.00 | 52.38 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $4.7k | 62.00 | 75.58 | |
Diageo Spon Adr New (DEO) | 0.0 | $4.3k | 25.00 | 173.48 | |
MetLife (MET) | 0.0 | $4.2k | 75.00 | 56.53 | |
Farmland Partners (FPI) | 0.0 | $4.2k | 340.00 | 12.21 | |
Uber Technologies (UBER) | 0.0 | $4.0k | 92.00 | 43.17 | |
Gladstone Ld (LAND) | 0.0 | $3.9k | 240.00 | 16.27 | |
Watsco, Incorporated (WSO) | 0.0 | $3.8k | 10.00 | 381.50 | |
Verizon Communications (VZ) | 0.0 | $3.7k | 100.00 | 37.19 | |
Okta Cl A (OKTA) | 0.0 | $3.5k | 50.00 | 69.36 | |
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $3.4k | 117.00 | 28.74 | |
At&t (T) | 0.0 | $2.9k | 179.00 | 15.96 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $2.8k | 50.00 | 56.14 | |
Sprott Focus Tr (FUND) | 0.0 | $2.8k | 350.00 | 7.95 | |
Hp (HPQ) | 0.0 | $2.7k | 88.00 | 30.68 | |
3M Company (MMM) | 0.0 | $2.5k | 25.00 | 100.12 | |
Tetra Tech (TTEK) | 0.0 | $2.5k | 15.00 | 163.80 | |
Danimer Scientific Com Cl A (DNMR) | 0.0 | $2.4k | 1.0k | 2.38 | |
Unilever Spon Adr New (UL) | 0.0 | $2.2k | 42.00 | 52.14 | |
Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $1.9k | 150.00 | 12.39 | |
Northern Trust Corporation (NTRS) | 0.0 | $1.9k | 25.00 | 74.16 | |
Citius Pharmaceuticals Com New (CTXR) | 0.0 | $1.8k | 1.5k | 1.20 | |
Nordstrom (JWN) | 0.0 | $1.6k | 78.00 | 20.47 | |
Zillow Group Cl A (ZG) | 0.0 | $1.6k | 32.00 | 49.22 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $1.5k | 88.00 | 16.84 | |
Grid Dynamics Hldgs Cl A (GDYN) | 0.0 | $1.4k | 150.00 | 9.25 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $1.2k | 36.00 | 34.39 | |
Oracle Corporation (ORCL) | 0.0 | $1.2k | 10.00 | 119.10 | |
Stem (STEM) | 0.0 | $1.1k | 200.00 | 5.72 | |
Under Armour Cl A (UAA) | 0.0 | $1.1k | 150.00 | 7.22 | |
Cisco Systems (CSCO) | 0.0 | $1.0k | 20.00 | 51.75 | |
Riskified Shs Cl A (RSKD) | 0.0 | $972.000000 | 200.00 | 4.86 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $967.000000 | 16.00 | 60.44 | |
Fate Therapeutics (FATE) | 0.0 | $833.000000 | 175.00 | 4.76 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $826.000000 | 28.00 | 29.50 | |
Riot Blockchain (RIOT) | 0.0 | $651.002000 | 55.00 | 11.84 | |
Alps Etf Tr Clean Energy (ACES) | 0.0 | $646.000600 | 14.00 | 46.14 | |
Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $456.002000 | 67.00 | 6.81 | |
Snap Cl A (SNAP) | 0.0 | $426.999600 | 36.00 | 11.86 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $417.000000 | 5.00 | 83.40 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $322.000000 | 2.00 | 161.00 | |
Chart Industries (GTLS) | 0.0 | $320.000000 | 2.00 | 160.00 | |
Robinhood Mkts Com Cl A (HOOD) | 0.0 | $300.000000 | 30.00 | 10.00 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $275.999400 | 18.00 | 15.33 | |
International Business Machines (IBM) | 0.0 | $268.000000 | 2.00 | 134.00 | |
Virgin Galactic Holdings Inc virgin galactic holdings | 0.0 | $248.998400 | 64.00 | 3.89 | |
Draftkings Com Cl A (DKNG) | 0.0 | $240.000300 | 9.00 | 26.67 | |
Illumina (ILMN) | 0.0 | $188.000000 | 1.00 | 188.00 | |
Dxc Technology (DXC) | 0.0 | $169.000200 | 6.00 | 28.17 | |
Webster Financial Corporation (WBS) | 0.0 | $151.000000 | 4.00 | 37.75 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $140.000000 | 2.00 | 70.00 | |
Vale S A Sponsored Ads (VALE) | 0.0 | $108.000000 | 8.00 | 13.50 | |
Teladoc (TDOC) | 0.0 | $102.000000 | 4.00 | 25.50 | |
Galmed Pharmaceuticals Shs New (GLMD) | 0.0 | $102.000000 | 34.00 | 3.00 | |
Zivo Bioscience Com New | 0.0 | $75.999600 | 31.00 | 2.45 | |
Penn National Gaming (PENN) | 0.0 | $72.999900 | 3.00 | 24.33 | |
Fuelcell Energy (FCEL) | 0.0 | $62.999600 | 29.00 | 2.17 | |
Corteva (CTVA) | 0.0 | $58.000000 | 1.00 | 58.00 | |
Pearson Sponsored Adr (PSO) | 0.0 | $53.000000 | 5.00 | 10.60 | |
Sunnova Energy International (NOVA) | 0.0 | $37.000000 | 2.00 | 18.50 | |
Microbot Med Com New (MBOT) | 0.0 | $30.000300 | 11.00 | 2.73 | |
Alpine 4 Holdings Cl A New (ALPP) | 0.0 | $26.999700 | 13.00 | 2.08 | |
Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 100.00 | 0.00 |