Center for Financial Planning as of Dec. 31, 2020
Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 476 positions in its portfolio as reported in the December 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) | 20.1 | $71M | 207k | 343.69 | |
Ishares Tr Core Msci Eafe (IEFA) | 15.5 | $55M | 792k | 69.09 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 12.3 | $44M | 374k | 116.21 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.9 | $38M | 270k | 142.21 | |
Vanguard Index Fds Small Cp Etf (VB) | 5.7 | $20M | 103k | 194.68 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.0 | $7.0M | 116k | 60.16 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.9 | $6.6M | 19.00 | 347789.47 | |
Microsoft Corporation (MSFT) | 1.8 | $6.5M | 29k | 222.42 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.7M | 16k | 231.90 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $3.6M | 72k | 50.10 | |
Apple (AAPL) | 1.0 | $3.4M | 26k | 132.68 | |
Amazon (AMZN) | 0.8 | $2.8M | 871.00 | 3257.18 | |
Procter & Gamble Company (PG) | 0.8 | $2.7M | 19k | 139.14 | |
Nextera Energy (NEE) | 0.7 | $2.5M | 32k | 77.15 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $2.2M | 17k | 127.07 | |
Vanguard Index Fds Growth Etf (VUG) | 0.6 | $2.1M | 8.5k | 253.33 | |
Thermo Fisher Scientific (TMO) | 0.6 | $2.0M | 4.3k | 465.85 | |
Johnson & Johnson (JNJ) | 0.6 | $2.0M | 12k | 157.37 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.8M | 1.0k | 1751.94 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $1.8M | 15k | 118.22 | |
Raymond James Financial (RJF) | 0.5 | $1.7M | 17k | 95.69 | |
Pepsi (PEP) | 0.5 | $1.6M | 11k | 148.33 | |
Abbott Laboratories (ABT) | 0.4 | $1.5M | 14k | 109.49 | |
3M Company (MMM) | 0.4 | $1.5M | 8.7k | 174.79 | |
salesforce (CRM) | 0.4 | $1.5M | 6.8k | 222.52 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $1.5M | 4.1k | 353.88 | |
Coca-Cola Company (KO) | 0.4 | $1.3M | 24k | 54.82 | |
Chevron Corporation (CVX) | 0.4 | $1.3M | 15k | 84.44 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.3M | 5.6k | 229.83 | |
Stryker Corporation (SYK) | 0.4 | $1.3M | 5.2k | 245.05 | |
Colgate-Palmolive Company (CL) | 0.4 | $1.3M | 15k | 85.53 | |
Credit Acceptance (CACC) | 0.4 | $1.3M | 3.7k | 346.05 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.3M | 6.5k | 194.68 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.2M | 9.9k | 118.99 | |
Abbvie (ABBV) | 0.3 | $1.2M | 11k | 107.13 | |
Merck & Co (MRK) | 0.3 | $1.1M | 14k | 81.80 | |
American Express Company (AXP) | 0.3 | $1.1M | 8.7k | 120.93 | |
American Tower Reit (AMT) | 0.3 | $1.0M | 4.6k | 224.53 | |
Illinois Tool Works (ITW) | 0.3 | $1.0M | 5.0k | 203.86 | |
Union Pacific Corporation (UNP) | 0.3 | $1.0M | 4.9k | 208.30 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $986k | 5.6k | 175.82 | |
Verizon Communications (VZ) | 0.3 | $946k | 16k | 58.75 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $946k | 13k | 73.38 | |
Cerner Corporation | 0.3 | $942k | 12k | 78.50 | |
McDonald's Corporation (MCD) | 0.2 | $868k | 4.0k | 214.53 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $844k | 6.9k | 121.82 | |
Tesla Motors (TSLA) | 0.2 | $822k | 1.2k | 705.58 | |
McKesson Corporation (MCK) | 0.2 | $792k | 4.6k | 173.87 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $778k | 5.9k | 131.73 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $777k | 4.0k | 196.01 | |
General Mills (GIS) | 0.2 | $746k | 13k | 58.79 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $718k | 1.9k | 373.76 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $712k | 10k | 68.58 | |
Ford Motor Company (F) | 0.2 | $698k | 80k | 8.79 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $684k | 7.4k | 91.96 | |
Home Depot (HD) | 0.2 | $681k | 2.6k | 265.70 | |
Danaher Corporation (DHR) | 0.2 | $671k | 3.0k | 222.11 | |
Emerson Electric (EMR) | 0.2 | $669k | 8.3k | 80.42 | |
Walt Disney Company (DIS) | 0.2 | $665k | 3.7k | 181.25 | |
Motorola Solutions Com New (MSI) | 0.2 | $644k | 3.8k | 170.10 | |
Zimmer Holdings (ZBH) | 0.2 | $633k | 4.1k | 154.01 | |
Cisco Systems (CSCO) | 0.2 | $633k | 14k | 44.72 | |
Omni (OMC) | 0.2 | $630k | 10k | 62.36 | |
At&t (T) | 0.2 | $614k | 21k | 28.75 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $594k | 2.9k | 206.68 | |
Pfizer (PFE) | 0.2 | $591k | 16k | 36.81 | |
Stanley Black & Decker (SWK) | 0.2 | $558k | 3.1k | 178.67 | |
S&p Global (SPGI) | 0.2 | $549k | 1.7k | 328.55 | |
DTE Energy Company (DTE) | 0.2 | $536k | 4.4k | 121.32 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $524k | 2.0k | 267.48 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $513k | 6.3k | 81.35 | |
Exxon Mobil Corporation (XOM) | 0.1 | $508k | 12k | 41.24 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $477k | 1.7k | 286.83 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $468k | 9.9k | 47.16 | |
Dana Holding Corporation (DAN) | 0.1 | $468k | 24k | 19.50 | |
United Parcel Service CL B (UPS) | 0.1 | $465k | 2.8k | 168.36 | |
Netflix (NFLX) | 0.1 | $406k | 751.00 | 540.61 | |
Air Products & Chemicals (APD) | 0.1 | $389k | 1.4k | 273.56 | |
Dover Corporation (DOV) | 0.1 | $388k | 3.1k | 126.14 | |
UnitedHealth (UNH) | 0.1 | $385k | 1.1k | 350.32 | |
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $384k | 8.1k | 47.22 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $384k | 1.0k | 375.37 | |
Eaton Corp SHS (ETN) | 0.1 | $367k | 3.1k | 120.29 | |
Aon Shs Cl A (AON) | 0.1 | $360k | 1.7k | 211.02 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $352k | 4.8k | 72.97 | |
Boeing Company (BA) | 0.1 | $348k | 1.6k | 213.89 | |
International Business Machines (IBM) | 0.1 | $347k | 2.8k | 125.86 | |
Amgen (AMGN) | 0.1 | $338k | 1.5k | 229.78 | |
Us Bancorp Del Com New (USB) | 0.1 | $332k | 7.1k | 46.64 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $331k | 6.3k | 52.43 | |
Progressive Corporation (PGR) | 0.1 | $322k | 3.3k | 98.77 | |
Vanguard World Fds Energy Etf (VDE) | 0.1 | $320k | 6.2k | 51.86 | |
Broadcom (AVGO) | 0.1 | $306k | 698.00 | 438.40 | |
Medtronic SHS (MDT) | 0.1 | $302k | 2.6k | 117.24 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $300k | 171.00 | 1754.39 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $298k | 24k | 12.61 | |
Bristol Myers Squibb (BMY) | 0.1 | $297k | 4.8k | 62.11 | |
Rockwell Automation (ROK) | 0.1 | $296k | 1.2k | 250.42 | |
Wal-Mart Stores (WMT) | 0.1 | $269k | 1.9k | 144.31 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $266k | 1.0k | 266.00 | |
Ihs Markit SHS | 0.1 | $264k | 2.9k | 89.95 | |
Eversource Energy (ES) | 0.1 | $264k | 3.0k | 86.64 | |
Visa Com Cl A (V) | 0.1 | $258k | 1.2k | 219.02 | |
Trane Technologies SHS (TT) | 0.1 | $253k | 1.7k | 145.32 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $252k | 802.00 | 314.21 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $242k | 2.8k | 85.66 | |
Henry Schein (HSIC) | 0.1 | $228k | 3.4k | 66.94 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $227k | 870.00 | 260.92 | |
Raytheon Technologies Corp (RTX) | 0.1 | $215k | 3.0k | 71.62 | |
Norfolk Southern (NSC) | 0.1 | $214k | 900.00 | 237.78 | |
Equinix (EQIX) | 0.1 | $214k | 300.00 | 713.33 | |
Honeywell International (HON) | 0.1 | $213k | 1.0k | 212.36 | |
Kansas City Southern Com New | 0.1 | $211k | 1.0k | 204.26 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $209k | 1.3k | 158.69 | |
TJX Companies (TJX) | 0.1 | $202k | 3.0k | 68.38 | |
Keysight Technologies (KEYS) | 0.1 | $198k | 1.5k | 132.00 | |
Becton, Dickinson and (BDX) | 0.1 | $193k | 772.00 | 250.00 | |
Intercontinental Exchange (ICE) | 0.1 | $192k | 1.7k | 115.18 | |
Iqvia Holdings (IQV) | 0.1 | $190k | 1.1k | 178.74 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.1 | $181k | 3.4k | 54.01 | |
Lockheed Martin Corporation (LMT) | 0.1 | $180k | 508.00 | 354.33 | |
Cme (CME) | 0.1 | $178k | 977.00 | 182.19 | |
Altria (MO) | 0.1 | $177k | 4.3k | 40.92 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $176k | 731.00 | 240.77 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $165k | 1.9k | 84.88 | |
Southern Company (SO) | 0.0 | $163k | 2.7k | 61.28 | |
Texas Instruments Incorporated (TXN) | 0.0 | $163k | 994.00 | 163.98 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $161k | 2.7k | 58.57 | |
Duke Energy Corp Com New (DUK) | 0.0 | $159k | 1.7k | 91.80 | |
PPG Industries (PPG) | 0.0 | $158k | 1.1k | 143.90 | |
Re Max Hldgs Cl A (RMAX) | 0.0 | $157k | 4.3k | 36.30 | |
Allstate Corporation (ALL) | 0.0 | $157k | 1.4k | 109.71 | |
Public Storage (PSA) | 0.0 | $147k | 636.00 | 231.13 | |
Chubb (CB) | 0.0 | $146k | 947.00 | 154.17 | |
Best Buy (BBY) | 0.0 | $144k | 1.4k | 99.86 | |
Edwards Lifesciences (EW) | 0.0 | $142k | 1.6k | 91.32 | |
Energizer Holdings (ENR) | 0.0 | $136k | 3.2k | 42.13 | |
Synchrony Financial (SYF) | 0.0 | $130k | 3.7k | 34.71 | |
Philip Morris International (PM) | 0.0 | $120k | 1.4k | 83.05 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $119k | 1.0k | 118.88 | |
Anthem (ELV) | 0.0 | $112k | 349.00 | 320.92 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $111k | 1.2k | 91.51 | |
IDEXX Laboratories (IDXX) | 0.0 | $110k | 221.00 | 497.74 | |
EastGroup Properties (EGP) | 0.0 | $110k | 800.00 | 137.50 | |
L3harris Technologies (LHX) | 0.0 | $109k | 578.00 | 188.58 | |
HEICO Corporation (HEI) | 0.0 | $109k | 821.00 | 132.76 | |
Marathon Petroleum Corp (MPC) | 0.0 | $108k | 2.6k | 41.41 | |
Clorox Company (CLX) | 0.0 | $106k | 523.00 | 202.68 | |
Pioneer Natural Resources (PXD) | 0.0 | $101k | 890.00 | 113.48 | |
Carrier Global Corporation (CARR) | 0.0 | $98k | 2.6k | 37.65 | |
Landstar System (LSTR) | 0.0 | $97k | 723.00 | 134.16 | |
Oracle Corporation (ORCL) | 0.0 | $94k | 1.5k | 64.60 | |
Otis Worldwide Corp (OTIS) | 0.0 | $93k | 1.4k | 67.64 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $91k | 297.00 | 306.40 | |
Vanguard Wellington Us Quality (VFQY) | 0.0 | $90k | 900.00 | 100.00 | |
Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $90k | 1.9k | 48.65 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $89k | 672.00 | 132.44 | |
Costco Wholesale Corporation (COST) | 0.0 | $87k | 230.00 | 378.26 | |
Oge Energy Corp (OGE) | 0.0 | $87k | 2.7k | 31.77 | |
Target Corporation (TGT) | 0.0 | $84k | 477.00 | 176.10 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $82k | 2.3k | 36.22 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $81k | 1.6k | 51.43 | |
WD-40 Company (WDFC) | 0.0 | $80k | 300.00 | 266.67 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $80k | 1.3k | 62.11 | |
Intel Corporation (INTC) | 0.0 | $78k | 1.6k | 50.00 | |
Mercantile Bank (MBWM) | 0.0 | $76k | 2.8k | 27.30 | |
Ii-vi | 0.0 | $76k | 1.0k | 76.00 | |
Sunrun (RUN) | 0.0 | $76k | 1.1k | 69.09 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $76k | 1.3k | 58.46 | |
Beam Global (BEEM) | 0.0 | $74k | 1.0k | 74.00 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $74k | 765.00 | 96.73 | |
Moody's Corporation (MCO) | 0.0 | $73k | 250.00 | 292.00 | |
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $72k | 2.0k | 36.00 | |
Qualcomm (QCOM) | 0.0 | $71k | 465.00 | 152.69 | |
Dominion Resources (D) | 0.0 | $71k | 950.00 | 74.74 | |
PPL Corporation (PPL) | 0.0 | $70k | 2.5k | 28.02 | |
Enterprise Products Partners (EPD) | 0.0 | $69k | 3.5k | 19.45 | |
Novartis Sponsored Adr (NVS) | 0.0 | $69k | 732.00 | 94.26 | |
CVS Caremark Corporation (CVS) | 0.0 | $69k | 1.0k | 68.66 | |
Citigroup Com New (C) | 0.0 | $68k | 1.1k | 62.10 | |
Gentex Corporation (GNTX) | 0.0 | $68k | 2.0k | 34.00 | |
Caci Intl Cl A (CACI) | 0.0 | $67k | 270.00 | 248.15 | |
Comerica Incorporated (CMA) | 0.0 | $66k | 1.2k | 55.84 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $66k | 535.00 | 123.36 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $64k | 758.00 | 84.43 | |
Facebook Cl A (META) | 0.0 | $63k | 232.00 | 271.55 | |
Japan Equity Fund ietf (JEQ) | 0.0 | $63k | 6.6k | 9.48 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $62k | 587.00 | 105.62 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $60k | 268.00 | 223.88 | |
General Dynamics Corporation (GD) | 0.0 | $60k | 400.00 | 150.00 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $58k | 918.00 | 63.18 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $57k | 660.00 | 86.36 | |
FirstEnergy (FE) | 0.0 | $57k | 1.9k | 30.66 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $55k | 941.00 | 58.45 | |
Automatic Data Processing (ADP) | 0.0 | $54k | 305.00 | 177.05 | |
CSX Corporation (CSX) | 0.0 | $54k | 600.00 | 90.00 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $52k | 1.0k | 51.33 | |
Vanguard World Fds Utilities Etf (VPU) | 0.0 | $51k | 375.00 | 136.00 | |
Archer Daniels Midland Company (ADM) | 0.0 | $50k | 984.00 | 50.81 | |
AFLAC Incorporated (AFL) | 0.0 | $49k | 1.1k | 44.55 | |
Moderna (MRNA) | 0.0 | $49k | 466.00 | 105.15 | |
Community Bank System (CBU) | 0.0 | $49k | 780.00 | 62.82 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $48k | 437.00 | 109.84 | |
Spdr Ser Tr Ftse Int Gvt Etf (WIP) | 0.0 | $48k | 817.00 | 58.75 | |
Etf Managers Tr Prime Mobile Pay | 0.0 | $47k | 700.00 | 67.14 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $47k | 200.00 | 235.00 | |
Gold Trust Ishares | 0.0 | $47k | 2.6k | 18.08 | |
Caterpillar (CAT) | 0.0 | $46k | 250.00 | 184.00 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $46k | 91.00 | 505.49 | |
Dupont De Nemours (DD) | 0.0 | $46k | 652.00 | 70.55 | |
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 0.0 | $45k | 1.3k | 33.41 | |
Opendoor Technologies (OPEN) | 0.0 | $45k | 2.0k | 22.50 | |
Lowe's Companies (LOW) | 0.0 | $44k | 273.00 | 161.17 | |
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $43k | 1.3k | 34.24 | |
Tcf Financial Corp | 0.0 | $43k | 1.2k | 37.13 | |
Nuance Communications | 0.0 | $42k | 950.00 | 44.21 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $41k | 248.00 | 165.32 | |
Mag Silver Corp (MAG) | 0.0 | $41k | 2.0k | 20.50 | |
Hershey Company (HSY) | 0.0 | $40k | 264.00 | 151.52 | |
CMS Energy Corporation (CMS) | 0.0 | $39k | 636.00 | 61.32 | |
Halliburton Company (HAL) | 0.0 | $39k | 2.1k | 18.99 | |
General Motors Company (GM) | 0.0 | $38k | 913.00 | 41.62 | |
Viatris (VTRS) | 0.0 | $37k | 2.0k | 18.69 | |
0.0 | $37k | 683.00 | 54.17 | ||
Kellogg Company (K) | 0.0 | $37k | 600.00 | 61.67 | |
PNC Financial Services (PNC) | 0.0 | $37k | 250.00 | 148.00 | |
Autodesk (ADSK) | 0.0 | $37k | 120.00 | 308.33 | |
Manulife Finl Corp (MFC) | 0.0 | $37k | 2.1k | 17.84 | |
Realty Income (O) | 0.0 | $36k | 580.00 | 62.07 | |
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $36k | 613.00 | 58.73 | |
Snap-on Incorporated (SNA) | 0.0 | $36k | 210.00 | 171.43 | |
Edison International (EIX) | 0.0 | $36k | 570.00 | 63.16 | |
Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $36k | 212.00 | 169.81 | |
Xylem (XYL) | 0.0 | $36k | 352.00 | 102.27 | |
Bank of America Corporation (BAC) | 0.0 | $35k | 1.1k | 30.70 | |
Dow (DOW) | 0.0 | $35k | 623.00 | 56.18 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $34k | 611.00 | 55.65 | |
Eli Lilly & Co. (LLY) | 0.0 | $34k | 200.00 | 170.00 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $34k | 800.00 | 42.50 | |
Repligen Corporation (RGEN) | 0.0 | $34k | 175.00 | 194.29 | |
Bhp Group Sponsored Ads (BHP) | 0.0 | $33k | 500.00 | 66.00 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $32k | 89.00 | 359.55 | |
General Electric Company | 0.0 | $32k | 3.0k | 10.81 | |
Slack Technologies Com Cl A | 0.0 | $31k | 724.00 | 42.82 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $31k | 74.00 | 418.92 | |
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $30k | 721.00 | 41.61 | |
Ishares Msci Bric Indx (BKF) | 0.0 | $30k | 566.00 | 53.00 | |
Servicenow (NOW) | 0.0 | $29k | 53.00 | 547.17 | |
Xilinx | 0.0 | $28k | 200.00 | 140.00 | |
Welltower Inc Com reit (WELL) | 0.0 | $28k | 433.00 | 64.67 | |
Zoetis Cl A (ZTS) | 0.0 | $27k | 163.00 | 165.64 | |
DaVita (DVA) | 0.0 | $27k | 230.00 | 117.39 | |
Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $26k | 300.00 | 86.67 | |
Fortune Brands (FBIN) | 0.0 | $26k | 300.00 | 86.67 | |
Paypal Holdings (PYPL) | 0.0 | $26k | 111.00 | 234.23 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $26k | 404.00 | 64.36 | |
Total Se Sponsored Ads (TTE) | 0.0 | $25k | 600.00 | 41.67 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $25k | 184.00 | 135.87 | |
AECOM Technology Corporation (ACM) | 0.0 | $25k | 500.00 | 50.00 | |
Alta Equipment Group Common Stock (ALTG) | 0.0 | $25k | 2.5k | 10.00 | |
Wells Fargo & Company (WFC) | 0.0 | $25k | 813.00 | 30.75 | |
Fidelity National Information Services (FIS) | 0.0 | $25k | 177.00 | 141.24 | |
Exelon Corporation (EXC) | 0.0 | $25k | 589.00 | 42.44 | |
Corning Incorporated (GLW) | 0.0 | $24k | 670.00 | 35.82 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $24k | 250.00 | 96.00 | |
Live Oak Bancshares (LOB) | 0.0 | $24k | 500.00 | 48.00 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $24k | 176.00 | 136.36 | |
Floor & Decor Hldgs Cl A (FND) | 0.0 | $23k | 250.00 | 92.00 | |
Tiffany & Co. | 0.0 | $23k | 176.00 | 130.68 | |
BP Sponsored Adr (BP) | 0.0 | $23k | 1.1k | 20.72 | |
Enbridge (ENB) | 0.0 | $22k | 695.00 | 31.65 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $22k | 450.00 | 48.89 | |
Schlumberger (SLB) | 0.0 | $22k | 1.0k | 22.00 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $22k | 557.00 | 39.50 | |
Worthington Industries (WOR) | 0.0 | $21k | 405.00 | 51.85 | |
Dell Technologies CL C (DELL) | 0.0 | $21k | 289.00 | 72.66 | |
Metropcs Communications (TMUS) | 0.0 | $21k | 156.00 | 134.62 | |
MarketAxess Holdings (MKTX) | 0.0 | $21k | 37.00 | 567.57 | |
Gw Pharmaceuticals Ads | 0.0 | $21k | 183.00 | 114.75 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $21k | 61.00 | 344.26 | |
Cigna Corp (CI) | 0.0 | $21k | 99.00 | 212.12 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $21k | 310.00 | 67.74 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $21k | 705.00 | 29.79 | |
Ishares Tr Msci China Etf (MCHI) | 0.0 | $20k | 250.00 | 80.00 | |
Zscaler Incorporated (ZS) | 0.0 | $20k | 100.00 | 200.00 | |
Lordstown Motors Corp Com Cl A | 0.0 | $20k | 1.0k | 20.00 | |
Te Connectivity Reg Shs (TEL) | 0.0 | $20k | 168.00 | 119.05 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $20k | 290.00 | 68.97 | |
United Rentals (URI) | 0.0 | $19k | 80.00 | 237.50 | |
Sirius Xm Holdings (SIRI) | 0.0 | $19k | 3.0k | 6.33 | |
C H Robinson Worldwide Com New (CHRW) | 0.0 | $18k | 197.00 | 91.37 | |
NVIDIA Corporation (NVDA) | 0.0 | $18k | 34.00 | 529.41 | |
BlackRock (BLK) | 0.0 | $18k | 25.00 | 720.00 | |
Agnico (AEM) | 0.0 | $18k | 250.00 | 72.00 | |
Mitek Sys Com New (MITK) | 0.0 | $18k | 1.0k | 18.00 | |
Spdr Ser Tr Hlth Cr Equip (XHE) | 0.0 | $18k | 160.00 | 112.50 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $18k | 500.00 | 36.00 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $18k | 148.00 | 121.62 | |
Jacobs Engineering | 0.0 | $18k | 167.00 | 107.78 | |
Consolidated Edison (ED) | 0.0 | $18k | 253.00 | 71.15 | |
Under Armour Cl A (UAA) | 0.0 | $17k | 1.0k | 17.00 | |
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $17k | 160.00 | 106.25 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $17k | 160.00 | 106.25 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $17k | 21.00 | 809.52 | |
Jabil Circuit (JBL) | 0.0 | $17k | 410.00 | 41.46 | |
Flagstar Bancorp Com Par .001 | 0.0 | $17k | 428.00 | 39.72 | |
Hp (HPQ) | 0.0 | $17k | 695.00 | 24.46 | |
Vodafone Group Sponsored Adr (VOD) | 0.0 | $17k | 1.0k | 16.65 | |
Essential Utils (WTRG) | 0.0 | $16k | 332.00 | 48.19 | |
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) | 0.0 | $16k | 1.0k | 16.00 | |
Westrock (WRK) | 0.0 | $15k | 345.00 | 43.48 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $15k | 165.00 | 90.91 | |
Brown & Brown (BRO) | 0.0 | $15k | 308.00 | 48.70 | |
Ciig Merger Corp Com Cl A | 0.0 | $14k | 500.00 | 28.00 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $14k | 59.00 | 237.29 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $14k | 87.00 | 160.92 | |
Corteva (CTVA) | 0.0 | $14k | 370.00 | 37.84 | |
F.N.B. Corporation (FNB) | 0.0 | $13k | 1.4k | 9.39 | |
Preformed Line Products Company (PLPC) | 0.0 | $13k | 185.00 | 70.27 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $13k | 115.00 | 113.04 | |
Parker-Hannifin Corporation (PH) | 0.0 | $13k | 46.00 | 282.61 | |
Biogen Idec (BIIB) | 0.0 | $13k | 52.00 | 250.00 | |
Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $13k | 2.0k | 6.50 | |
Sherwin-Williams Company (SHW) | 0.0 | $13k | 18.00 | 722.22 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $13k | 83.00 | 156.63 | |
Cree | 0.0 | $13k | 127.00 | 102.36 | |
Gilead Sciences (GILD) | 0.0 | $13k | 219.00 | 59.36 | |
Seagate Technology SHS | 0.0 | $13k | 205.00 | 63.41 | |
Fiat Chrysler Automobiles N SHS | 0.0 | $13k | 700.00 | 18.57 | |
Starbucks Corporation (SBUX) | 0.0 | $12k | 108.00 | 111.11 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $11k | 210.00 | 52.38 | |
Advanced Micro Devices (AMD) | 0.0 | $11k | 120.00 | 91.67 | |
Xpo Logistics Inc equity (XPO) | 0.0 | $11k | 95.00 | 115.79 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $11k | 87.00 | 126.44 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $11k | 1.1k | 10.00 | |
Citizens Community Ban (CZWI) | 0.0 | $11k | 1.0k | 11.00 | |
MetLife (MET) | 0.0 | $11k | 237.00 | 46.41 | |
Masco Corporation (MAS) | 0.0 | $10k | 180.00 | 55.56 | |
Blackstone Group Com Cl A (BX) | 0.0 | $10k | 150.00 | 66.67 | |
Illumina (ILMN) | 0.0 | $10k | 28.00 | 357.14 | |
Monster Beverage Corp (MNST) | 0.0 | $10k | 108.00 | 92.59 | |
Teladoc (TDOC) | 0.0 | $10k | 50.00 | 200.00 | |
Cerence (CRNC) | 0.0 | $10k | 100.00 | 100.00 | |
Lululemon Athletica (LULU) | 0.0 | $10k | 30.00 | 333.33 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $10k | 75.00 | 133.33 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $10k | 259.00 | 38.61 | |
Spirit Airlines (SAVE) | 0.0 | $9.0k | 350.00 | 25.71 | |
Electronic Arts (EA) | 0.0 | $9.0k | 60.00 | 150.00 | |
Manpower (MAN) | 0.0 | $9.0k | 100.00 | 90.00 | |
Axogen (AXGN) | 0.0 | $9.0k | 500.00 | 18.00 | |
Activision Blizzard | 0.0 | $9.0k | 97.00 | 92.78 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $9.0k | 123.00 | 73.17 | |
Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.0 | $9.0k | 292.00 | 30.82 | |
Lincoln National Corporation (LNC) | 0.0 | $8.0k | 163.00 | 49.08 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $8.0k | 695.00 | 11.51 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $8.0k | 135.00 | 59.26 | |
Autoliv (ALV) | 0.0 | $8.0k | 82.00 | 97.56 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $8.0k | 57.00 | 140.35 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $8.0k | 29.00 | 275.86 | |
American Water Works (AWK) | 0.0 | $8.0k | 53.00 | 150.94 | |
Lannett Company | 0.0 | $8.0k | 1.3k | 6.40 | |
Superior Industries International (SUP) | 0.0 | $8.0k | 2.0k | 4.00 | |
Hexcel Corporation (HXL) | 0.0 | $8.0k | 160.00 | 50.00 | |
National Fuel Gas (NFG) | 0.0 | $8.0k | 200.00 | 40.00 | |
Cloudflare Cl A Com (NET) | 0.0 | $8.0k | 100.00 | 80.00 | |
Lpl Financial Holdings (LPLA) | 0.0 | $8.0k | 78.00 | 102.56 | |
Verisk Analytics (VRSK) | 0.0 | $8.0k | 38.00 | 210.53 | |
Constellation Brands Cl A (STZ) | 0.0 | $8.0k | 35.00 | 228.57 | |
Citrix Systems | 0.0 | $8.0k | 61.00 | 131.15 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $8.0k | 463.00 | 17.28 | |
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 | 1.5k | 4.67 | |
Service Corporation International (SCI) | 0.0 | $7.0k | 149.00 | 46.98 | |
Envestnet (ENV) | 0.0 | $7.0k | 88.00 | 79.55 | |
Discover Financial Services (DFS) | 0.0 | $7.0k | 78.00 | 89.74 | |
Topbuild (BLD) | 0.0 | $7.0k | 39.00 | 179.49 | |
Yum! Brands (YUM) | 0.0 | $7.0k | 64.00 | 109.38 | |
Suncor Energy (SU) | 0.0 | $7.0k | 400.00 | 17.50 | |
Broadridge Financial Solutions (BR) | 0.0 | $7.0k | 48.00 | 145.83 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $7.0k | 221.00 | 31.67 | |
Templeton Emerging Markets (EMF) | 0.0 | $7.0k | 370.00 | 18.92 | |
Li Auto Sponsored Ads (LI) | 0.0 | $6.0k | 225.00 | 26.67 | |
Centene Corporation (CNC) | 0.0 | $6.0k | 106.00 | 56.60 | |
Simon Property (SPG) | 0.0 | $6.0k | 76.00 | 78.95 | |
Travelers Companies (TRV) | 0.0 | $6.0k | 41.00 | 146.34 | |
Crown Castle Intl (CCI) | 0.0 | $6.0k | 35.00 | 171.43 | |
Goldman Sachs (GS) | 0.0 | $6.0k | 23.00 | 260.87 | |
Xpeng Ads (XPEV) | 0.0 | $6.0k | 150.00 | 40.00 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $6.0k | 26.00 | 230.77 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $6.0k | 147.00 | 40.82 | |
Liberty Media Corp Del Com C Siriusxm | 0.0 | $6.0k | 132.00 | 45.45 | |
Nio Spon Ads (NIO) | 0.0 | $6.0k | 130.00 | 46.15 | |
Ametek (AME) | 0.0 | $5.0k | 43.00 | 116.28 | |
Principal Financial (PFG) | 0.0 | $5.0k | 100.00 | 50.00 | |
Sanofi Sponsored Adr (SNY) | 0.0 | $5.0k | 100.00 | 50.00 | |
Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $5.0k | 400.00 | 12.50 | |
O'reilly Automotive (ORLY) | 0.0 | $5.0k | 10.00 | 500.00 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $5.0k | 7.00 | 714.29 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $5.0k | 31.00 | 161.29 | |
ConocoPhillips (COP) | 0.0 | $5.0k | 114.00 | 43.86 | |
Hillenbrand (HI) | 0.0 | $4.0k | 95.00 | 42.11 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $4.0k | 60.00 | 66.67 | |
Smucker J M Com New (SJM) | 0.0 | $4.0k | 34.00 | 117.65 | |
Waters Corporation (WAT) | 0.0 | $4.0k | 15.00 | 266.67 | |
Dolby Laboratories Com Cl A (DLB) | 0.0 | $4.0k | 45.00 | 88.89 | |
Cintas Corporation (CTAS) | 0.0 | $4.0k | 11.00 | 363.64 | |
Alleghany Corporation | 0.0 | $4.0k | 7.00 | 571.43 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $4.0k | 25.00 | 160.00 | |
Draftkings Com Cl A | 0.0 | $4.0k | 80.00 | 50.00 | |
Charles Schwab Corporation (SCHW) | 0.0 | $4.0k | 81.00 | 49.38 | |
American Intl Group Com New (AIG) | 0.0 | $4.0k | 105.00 | 38.10 | |
Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $4.0k | 315.00 | 12.70 | |
Kraft Heinz (KHC) | 0.0 | $4.0k | 104.00 | 38.46 | |
Velodyne Lidar | 0.0 | $4.0k | 175.00 | 22.86 | |
Athersys | 0.0 | $3.0k | 1.7k | 1.72 | |
W.R. Berkley Corporation (WRB) | 0.0 | $3.0k | 42.00 | 71.43 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $3.0k | 38.00 | 78.95 | |
Leidos Holdings (LDOS) | 0.0 | $3.0k | 29.00 | 103.45 | |
Datadog Cl A Com (DDOG) | 0.0 | $3.0k | 29.00 | 103.45 | |
Reinsurance Grp Of America I Com New (RGA) | 0.0 | $3.0k | 24.00 | 125.00 | |
Tractor Supply Company (TSCO) | 0.0 | $3.0k | 20.00 | 150.00 | |
Royal Dutch Shell Spons Adr A | 0.0 | $3.0k | 80.00 | 37.50 | |
Markel Corporation (MKL) | 0.0 | $3.0k | 3.00 | 1000.00 | |
Discovery Com Ser C | 0.0 | $3.0k | 120.00 | 25.00 | |
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 | |
Global X Fds Global X Uranium (URA) | 0.0 | $3.0k | 200.00 | 15.00 | |
SYSCO Corporation (SYY) | 0.0 | $3.0k | 36.00 | 83.33 | |
Prudential Financial (PRU) | 0.0 | $3.0k | 36.00 | 83.33 | |
Dillards Cl A (DDS) | 0.0 | $3.0k | 41.00 | 73.17 | |
Truist Financial Corp equities (TFC) | 0.0 | $3.0k | 71.00 | 42.25 | |
PIMCO Corporate Income Fund (PCN) | 0.0 | $3.0k | 173.00 | 17.34 | |
Mattel (MAT) | 0.0 | $2.0k | 97.00 | 20.62 | |
Aurora Cannabis | 0.0 | $2.0k | 208.00 | 9.62 | |
Liberty Media Corp Del Com A Siriusxm | 0.0 | $2.0k | 35.00 | 57.14 | |
Gra (GGG) | 0.0 | $2.0k | 33.00 | 60.61 | |
Valero Energy Corporation (VLO) | 0.0 | $2.0k | 38.00 | 52.63 | |
Wabtec Corporation (WAB) | 0.0 | $2.0k | 21.00 | 95.24 | |
PG&E Corporation (PCG) | 0.0 | $2.0k | 200.00 | 10.00 | |
Ishares Tr Europe Etf (IEV) | 0.0 | $2.0k | 50.00 | 40.00 | |
Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $2.0k | 10.00 | 200.00 | |
Adient Ord Shs (ADNT) | 0.0 | $2.0k | 50.00 | 40.00 | |
Sohu Sponsored Ads (SOHU) | 0.0 | $2.0k | 100.00 | 20.00 | |
Crestwood Equity Partners Unit Ltd Partner | 0.0 | $2.0k | 87.00 | 22.99 | |
Cohen & Steers Quality Income Realty (RQI) | 0.0 | $2.0k | 130.00 | 15.38 | |
Eastman Kodak Com New (KODK) | 0.0 | $1.0k | 150.00 | 6.67 | |
Perspecta | 0.0 | $1.0k | 29.00 | 34.48 | |
Fox Corp Cl A Com (FOXA) | 0.0 | $1.0k | 36.00 | 27.78 | |
Teradata Corporation (TDC) | 0.0 | $1.0k | 64.00 | 15.62 | |
Discovery Com Ser A | 0.0 | $1.0k | 40.00 | 25.00 | |
Nordic American Tanker Shippin (NAT) | 0.0 | $1.0k | 250.00 | 4.00 | |
Spdr Ser Tr S&p Transn Etf (XTN) | 0.0 | $1.0k | 16.00 | 62.50 | |
Edgewell Pers Care (EPC) | 0.0 | $1.0k | 32.00 | 31.25 | |
Liberty Media Corp Del Com Ser C Frmla | 0.0 | $1.0k | 20.00 | 50.00 | |
Site Centers Corp (SITC) | 0.0 | $1.0k | 125.00 | 8.00 | |
Alcon Ord Shs (ALC) | 0.0 | $1.0k | 20.00 | 50.00 | |
Uber Technologies (UBER) | 0.0 | $1.0k | 10.00 | 100.00 | |
Willis Towers Watson SHS (WTW) | 0.0 | $999.999900 | 3.00 | 333.33 | |
Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $999.999400 | 43.00 | 23.26 | |
Tri-Continental Corporation (TY) | 0.0 | $999.999000 | 21.00 | 47.62 | |
Dxc Technology (DXC) | 0.0 | $999.999000 | 27.00 | 37.04 | |
Mannkind Corp Com New (MNKD) | 0.0 | $999.995400 | 174.00 | 5.75 | |
Transocean Reg Shs (RIG) | 0.0 | $0 | 130.00 | 0.00 | |
Gap (GPS) | 0.0 | $0 | 10.00 | 0.00 | |
U.S. Physical Therapy (USPH) | 0.0 | $0 | 1.00 | 0.00 | |
Visteon Corp Com New (VC) | 0.0 | $0 | 1.00 | 0.00 | |
Phillips 66 (PSX) | 0.0 | $0 | 7.00 | 0.00 | |
Liberty Media Corp Del Com Ser A Frmla | 0.0 | $0 | 10.00 | 0.00 | |
Liberty Media Corp Del Com A Braves Grp | 0.0 | $0 | 4.00 | 0.00 | |
Liberty Media Corp Del Com C Braves Grp | 0.0 | $0 | 14.00 | 0.00 | |
Retail Value Inc reit | 0.0 | $0 | 12.00 | 0.00 | |
Bristol-myers Squibb Right 99/99/9999 | 0.0 | $0 | 110.00 | 0.00 | |
Transenterix | 0.0 | $0 | 16.00 | 0.00 | |
Document Sec Sys Com New | 0.0 | $0 | 1.00 | 0.00 | |
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $0 | 57.00 | 0.00 |