HoyleCohen as of March 31, 2021
Portfolio Holdings for HoyleCohen
HoyleCohen holds 263 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) | 9.2 | $91M | 742k | 122.15 | |
Microsoft Corporation (MSFT) | 4.3 | $42M | 180k | 235.77 | |
Amazon (AMZN) | 2.6 | $25M | 8.2k | 3094.05 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $24M | 12k | 2062.55 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.2 | $21M | 212k | 99.67 | |
Tesla Motors (TSLA) | 2.2 | $21M | 32k | 667.94 | |
Johnson & Johnson (JNJ) | 2.1 | $21M | 126k | 164.35 | |
Qualcomm (QCOM) | 2.0 | $20M | 151k | 132.59 | |
Alphabet Cap Stk Cl C (GOOG) | 2.0 | $20M | 9.6k | 2068.67 | |
BlackRock (BLK) | 1.9 | $19M | 25k | 753.95 | |
Visa Com Cl A (V) | 1.8 | $18M | 85k | 211.73 | |
Intel Corporation (INTC) | 1.8 | $18M | 280k | 64.00 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $16M | 63k | 255.48 | |
Facebook Cl A (META) | 1.6 | $16M | 53k | 294.53 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $15M | 48k | 319.12 | |
Nextera Energy (NEE) | 1.4 | $14M | 185k | 75.61 | |
Procter & Gamble Company (PG) | 1.3 | $13M | 94k | 135.43 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $13M | 84k | 152.23 | |
Chevron Corporation (CVX) | 1.3 | $12M | 118k | 104.79 | |
Bank of America Corporation (BAC) | 1.2 | $12M | 309k | 38.70 | |
Union Pacific Corporation (UNP) | 1.2 | $12M | 54k | 220.42 | |
Costco Wholesale Corporation (COST) | 1.1 | $11M | 31k | 352.50 | |
Blackstone Group Inc Com Cl A (BX) | 1.1 | $11M | 145k | 74.53 | |
Broadcom (AVGO) | 1.1 | $11M | 23k | 463.64 | |
Abbvie (ABBV) | 1.0 | $9.6M | 89k | 108.22 | |
Verizon Communications (VZ) | 1.0 | $9.4M | 161k | 58.15 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $8.7M | 62k | 141.66 | |
Merck & Co (MRK) | 0.9 | $8.6M | 112k | 77.09 | |
Enterprise Products Partners (EPD) | 0.9 | $8.6M | 390k | 22.02 | |
Honeywell International (HON) | 0.9 | $8.6M | 39k | 217.07 | |
Oneok (OKE) | 0.8 | $8.2M | 163k | 50.66 | |
Walt Disney Company (DIS) | 0.8 | $7.8M | 43k | 184.51 | |
Goldman Sachs (GS) | 0.8 | $7.7M | 24k | 327.00 | |
Dominion Resources (D) | 0.8 | $7.7M | 101k | 75.96 | |
Spdr Ser Tr Ftse Int Gvt Etf (WIP) | 0.8 | $7.4M | 133k | 55.53 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $7.3M | 32k | 226.72 | |
Abbott Laboratories (ABT) | 0.7 | $7.2M | 60k | 119.83 | |
Bristol Myers Squibb (BMY) | 0.7 | $7.2M | 114k | 63.13 | |
Applied Materials (AMAT) | 0.7 | $6.8M | 51k | 133.59 | |
American Tower Reit (AMT) | 0.7 | $6.6M | 28k | 239.07 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $6.4M | 30k | 214.07 | |
At&t (T) | 0.6 | $6.4M | 211k | 30.27 | |
Ventas (VTR) | 0.6 | $6.1M | 115k | 53.34 | |
Thermo Fisher Scientific (TMO) | 0.6 | $5.9M | 13k | 456.41 | |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.6 | $5.9M | 221k | 26.77 | |
Exxon Mobil Corporation (XOM) | 0.6 | $5.8M | 104k | 55.83 | |
Intuitive Surgical Com New (ISRG) | 0.6 | $5.8M | 7.8k | 738.91 | |
Peak (DOC) | 0.6 | $5.6M | 175k | 31.74 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $5.5M | 145k | 37.62 | |
Boeing Company (BA) | 0.6 | $5.4M | 21k | 254.71 | |
Coca-Cola Company (KO) | 0.5 | $5.4M | 103k | 52.71 | |
Kinder Morgan (KMI) | 0.5 | $5.4M | 324k | 16.65 | |
Raytheon Technologies Corp (RTX) | 0.5 | $5.4M | 69k | 77.27 | |
Vanguard Index Fds Growth Etf (VUG) | 0.5 | $5.2M | 20k | 257.06 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.2M | 25k | 206.69 | |
Vanguard Index Fds Value Etf (VTV) | 0.5 | $5.2M | 39k | 131.46 | |
Simon Property (SPG) | 0.5 | $5.2M | 45k | 113.76 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $5.1M | 19k | 276.26 | |
Becton, Dickinson and (BDX) | 0.5 | $4.8M | 20k | 243.15 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $4.8M | 92k | 52.05 | |
NVIDIA Corporation (NVDA) | 0.5 | $4.8M | 9.0k | 533.92 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $4.8M | 22k | 221.34 | |
Gilead Sciences (GILD) | 0.5 | $4.7M | 74k | 64.63 | |
Global Payments (GPN) | 0.5 | $4.6M | 23k | 201.58 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $4.6M | 94k | 49.11 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $4.6M | 73k | 62.70 | |
Linde SHS | 0.5 | $4.5M | 16k | 280.12 | |
Nxp Semiconductors N V (NXPI) | 0.5 | $4.5M | 22k | 201.36 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.4M | 12k | 364.33 | |
Quest Diagnostics Incorporated (DGX) | 0.4 | $4.2M | 33k | 128.35 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.1M | 28k | 147.09 | |
Nike CL B (NKE) | 0.4 | $4.1M | 31k | 132.88 | |
McDonald's Corporation (MCD) | 0.4 | $4.1M | 18k | 224.14 | |
Blackstone Mtg Tr Com Cl A (BXMT) | 0.4 | $3.9M | 126k | 31.00 | |
Oracle Corporation (ORCL) | 0.4 | $3.9M | 55k | 70.17 | |
Xylem (XYL) | 0.4 | $3.8M | 36k | 105.19 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.6M | 9.2k | 396.30 | |
Donaldson Company (DCI) | 0.4 | $3.6M | 62k | 58.16 | |
Home Depot (HD) | 0.4 | $3.5M | 11k | 305.24 | |
Constellation Brands Cl A (STZ) | 0.3 | $3.4M | 15k | 227.98 | |
Principal Financial (PFG) | 0.3 | $3.3M | 55k | 59.96 | |
United Parcel Service CL B (UPS) | 0.3 | $3.2M | 19k | 169.97 | |
Charles Schwab Corporation (SCHW) | 0.3 | $3.1M | 48k | 65.19 | |
salesforce (CRM) | 0.3 | $3.1M | 15k | 211.87 | |
Wp Carey (WPC) | 0.3 | $3.1M | 43k | 70.77 | |
Lockheed Martin Corporation (LMT) | 0.3 | $2.9M | 7.8k | 369.56 | |
Aptar (ATR) | 0.3 | $2.9M | 20k | 141.68 | |
General Motors Company (GM) | 0.3 | $2.9M | 50k | 57.46 | |
AES Corporation (AES) | 0.3 | $2.8M | 105k | 26.81 | |
Spdr Index Shs Fds S&p China Etf (GXC) | 0.3 | $2.8M | 21k | 130.94 | |
Medtronic SHS (MDT) | 0.3 | $2.6M | 22k | 118.12 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.3 | $2.6M | 53k | 49.40 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $2.5M | 40k | 63.00 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $2.5M | 19k | 129.78 | |
Focus Finl Partners Com Cl A | 0.3 | $2.5M | 60k | 41.62 | |
ConocoPhillips (COP) | 0.3 | $2.5M | 47k | 52.97 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.5M | 5.2k | 476.13 | |
3M Company (MMM) | 0.2 | $2.4M | 12k | 192.71 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.3M | 32k | 72.91 | |
Cisco Systems (CSCO) | 0.2 | $2.3M | 44k | 51.71 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.3M | 14k | 165.61 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $2.3M | 30k | 74.44 | |
Lam Research Corporation (LRCX) | 0.2 | $2.2M | 3.7k | 595.31 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $2.2M | 37k | 58.54 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.2M | 16k | 132.81 | |
Cummins (CMI) | 0.2 | $2.1M | 8.1k | 259.07 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.1M | 19k | 108.53 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $2.1M | 21k | 97.29 | |
Analog Devices (ADI) | 0.2 | $2.0M | 13k | 155.11 | |
Netflix (NFLX) | 0.2 | $1.9M | 3.7k | 521.58 | |
Square Cl A (SQ) | 0.2 | $1.9M | 8.4k | 227.01 | |
Starbucks Corporation (SBUX) | 0.2 | $1.8M | 17k | 109.24 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.8M | 34k | 53.35 | |
Citigroup Com New (C) | 0.2 | $1.7M | 24k | 72.74 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.6M | 51k | 31.78 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $1.6M | 17k | 91.93 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.6M | 4.0k | 397.80 | |
Caterpillar (CAT) | 0.2 | $1.5M | 6.5k | 231.90 | |
Booking Holdings (BKNG) | 0.1 | $1.5M | 632.00 | 2329.11 | |
Deere & Company (DE) | 0.1 | $1.3M | 3.6k | 374.20 | |
Sempra Energy (SRE) | 0.1 | $1.3M | 10k | 132.59 | |
Edwards Lifesciences (EW) | 0.1 | $1.3M | 16k | 83.65 | |
Palo Alto Networks (PANW) | 0.1 | $1.3M | 4.0k | 322.03 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | 7.9k | 159.97 | |
Wells Fargo & Company (WFC) | 0.1 | $1.3M | 32k | 39.08 | |
Pepsi (PEP) | 0.1 | $1.2M | 8.6k | 141.47 | |
California Water Service (CWT) | 0.1 | $1.2M | 22k | 56.36 | |
Stmicroelectronics N V Ny Registry (STM) | 0.1 | $1.2M | 30k | 38.33 | |
Essential Utils (WTRG) | 0.1 | $1.2M | 26k | 44.74 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 6.1k | 186.87 | |
General Electric Company | 0.1 | $1.1M | 83k | 13.13 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | 3.3k | 323.56 | |
Phillips 66 (PSX) | 0.1 | $1.0M | 13k | 81.54 | |
Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $1.0M | 22k | 46.66 | |
Arrowhead Pharmaceuticals (ARWR) | 0.1 | $1.0M | 16k | 66.30 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | 4.6k | 220.96 | |
Pfizer (PFE) | 0.1 | $1000k | 28k | 36.21 | |
Total Se Sponsored Ads (TTE) | 0.1 | $994k | 21k | 46.56 | |
Norfolk Southern (NSC) | 0.1 | $981k | 3.7k | 268.55 | |
CVS Caremark Corporation (CVS) | 0.1 | $944k | 13k | 75.21 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $935k | 2.0k | 475.34 | |
Altria (MO) | 0.1 | $909k | 18k | 51.18 | |
Douglas Emmett (DEI) | 0.1 | $900k | 29k | 31.39 | |
Ross Stores (ROST) | 0.1 | $881k | 7.3k | 119.90 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $868k | 8.8k | 98.48 | |
General Mills (GIS) | 0.1 | $843k | 14k | 61.34 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $833k | 11k | 75.89 | |
IDEXX Laboratories (IDXX) | 0.1 | $832k | 1.7k | 489.41 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $825k | 24k | 34.06 | |
Yum! Brands (YUM) | 0.1 | $801k | 7.4k | 108.18 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $771k | 2.00 | 385500.00 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $765k | 6.6k | 116.67 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $761k | 4.5k | 168.10 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $750k | 15k | 50.73 | |
Amgen (AMGN) | 0.1 | $746k | 3.0k | 248.75 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $709k | 17k | 41.08 | |
Zions Bancorporation (ZION) | 0.1 | $691k | 13k | 54.95 | |
FedEx Corporation (FDX) | 0.1 | $680k | 2.4k | 284.16 | |
Eaton Corp SHS (ETN) | 0.1 | $662k | 4.8k | 138.32 | |
SYSCO Corporation (SYY) | 0.1 | $643k | 8.2k | 78.71 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $642k | 5.1k | 125.59 | |
General Dynamics Corporation (GD) | 0.1 | $631k | 3.5k | 181.43 | |
Fastenal Company (FAST) | 0.1 | $620k | 12k | 50.29 | |
American Express Company (AXP) | 0.1 | $617k | 4.4k | 141.55 | |
Southern Company (SO) | 0.1 | $605k | 9.7k | 62.18 | |
Target Corporation (TGT) | 0.1 | $560k | 2.8k | 198.02 | |
CSX Corporation (CSX) | 0.1 | $550k | 5.7k | 96.36 | |
Cohen & Steers REIT/P (RNP) | 0.1 | $545k | 22k | 24.39 | |
Fiserv (FI) | 0.1 | $529k | 4.4k | 118.98 | |
Rbc Cad (RY) | 0.1 | $526k | 5.7k | 92.28 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $525k | 7.7k | 68.28 | |
International Business Machines (IBM) | 0.1 | $518k | 3.9k | 133.26 | |
Paypal Holdings (PYPL) | 0.1 | $508k | 2.1k | 242.83 | |
Philip Morris International (PM) | 0.1 | $506k | 5.7k | 88.77 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $501k | 5.5k | 91.91 | |
Akoustis Technologies (AKTS) | 0.1 | $497k | 37k | 13.35 | |
Life Storage Inc reit | 0.1 | $496k | 5.8k | 85.92 | |
Wal-Mart Stores (WMT) | 0.0 | $488k | 3.6k | 135.74 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $487k | 5.7k | 84.78 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $487k | 4.3k | 113.78 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $485k | 22k | 22.11 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $481k | 1.8k | 270.07 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $473k | 8.8k | 54.00 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $471k | 1.5k | 308.85 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $461k | 2.5k | 182.57 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $442k | 9.0k | 49.03 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $432k | 5.5k | 78.88 | |
UnitedHealth (UNH) | 0.0 | $428k | 1.1k | 372.50 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $423k | 9.8k | 43.38 | |
Novartis Sponsored Adr (NVS) | 0.0 | $422k | 4.9k | 85.48 | |
Advanced Micro Devices (AMD) | 0.0 | $422k | 5.4k | 78.58 | |
BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $418k | 36k | 11.73 | |
Public Storage (PSA) | 0.0 | $407k | 1.7k | 246.67 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $396k | 4.1k | 96.00 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $388k | 4.4k | 88.81 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $385k | 1.5k | 260.14 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $384k | 3.2k | 118.26 | |
Editas Medicine (EDIT) | 0.0 | $382k | 9.1k | 42.05 | |
Personalis Ord (PSNL) | 0.0 | $378k | 15k | 24.59 | |
Cintas Corporation (CTAS) | 0.0 | $375k | 1.1k | 340.91 | |
Ecolab (ECL) | 0.0 | $373k | 1.7k | 214.12 | |
Las Vegas Sands (LVS) | 0.0 | $349k | 5.7k | 60.72 | |
Walgreen Boots Alliance (WBA) | 0.0 | $340k | 6.2k | 54.87 | |
Microchip Technology (MCHP) | 0.0 | $338k | 2.2k | 155.40 | |
Humana (HUM) | 0.0 | $335k | 800.00 | 418.75 | |
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.0 | $329k | 3.2k | 101.86 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $326k | 5.0k | 65.20 | |
Westrock (WRK) | 0.0 | $323k | 6.2k | 52.10 | |
Yum China Holdings (YUMC) | 0.0 | $319k | 5.4k | 59.25 | |
Equinix (EQIX) | 0.0 | $317k | 467.00 | 678.80 | |
Morgan Stanley Com New (MS) | 0.0 | $316k | 4.1k | 77.76 | |
Kraft Heinz (KHC) | 0.0 | $315k | 7.9k | 40.06 | |
Halozyme Therapeutics (HALO) | 0.0 | $309k | 7.4k | 41.76 | |
Roper Industries (ROP) | 0.0 | $303k | 750.00 | 404.00 | |
Duke Energy Corp Com New (DUK) | 0.0 | $302k | 3.1k | 96.61 | |
Twilio Cl A (TWLO) | 0.0 | $296k | 868.00 | 341.01 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $289k | 4.3k | 67.37 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $287k | 894.00 | 321.03 | |
Vmware Cl A Com | 0.0 | $286k | 1.9k | 150.53 | |
Store Capital Corp reit | 0.0 | $284k | 8.5k | 33.55 | |
S&p Global (SPGI) | 0.0 | $282k | 800.00 | 352.50 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $281k | 3.8k | 73.23 | |
Prologis (PLD) | 0.0 | $280k | 2.6k | 105.86 | |
American States Water Company (AWR) | 0.0 | $272k | 3.6k | 75.56 | |
Tc Energy Corp (TRP) | 0.0 | $270k | 5.9k | 45.76 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $266k | 747.00 | 356.09 | |
Varian Medical Systems | 0.0 | $265k | 1.5k | 176.67 | |
Lumentum Hldgs (LITE) | 0.0 | $263k | 2.9k | 91.51 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $262k | 4.1k | 64.09 | |
Infinera (INFN) | 0.0 | $260k | 27k | 9.63 | |
Pagerduty (PD) | 0.0 | $255k | 6.4k | 40.16 | |
Waste Management (WM) | 0.0 | $252k | 2.0k | 128.90 | |
Schrodinger (SDGR) | 0.0 | $252k | 3.3k | 76.20 | |
Glaxosmithkline Sponsored Adr | 0.0 | $249k | 7.0k | 35.64 | |
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $245k | 4.3k | 57.22 | |
PNC Financial Services (PNC) | 0.0 | $245k | 1.4k | 175.38 | |
Ping Identity Hldg Corp | 0.0 | $242k | 11k | 21.90 | |
Texas Instruments Incorporated (TXN) | 0.0 | $239k | 1.3k | 189.08 | |
Welltower Inc Com reit (WELL) | 0.0 | $236k | 3.3k | 71.52 | |
Ii-vi | 0.0 | $231k | 3.4k | 68.40 | |
M/a (MTSI) | 0.0 | $228k | 3.9k | 58.09 | |
W.R. Berkley Corporation (WRB) | 0.0 | $227k | 3.0k | 75.47 | |
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 0.0 | $224k | 10k | 22.07 | |
Stryker Corporation (SYK) | 0.0 | $223k | 915.00 | 243.72 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $223k | 2.2k | 101.09 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $221k | 668.00 | 330.84 | |
UGI Corporation (UGI) | 0.0 | $220k | 5.4k | 41.01 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $217k | 5.6k | 38.44 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $214k | 1.9k | 114.01 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $210k | 1.8k | 117.98 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $210k | 2.5k | 84.34 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $209k | 5.3k | 39.40 | |
Micron Technology (MU) | 0.0 | $207k | 2.4k | 88.09 | |
First Republic Bank/san F (FRCB) | 0.0 | $202k | 1.2k | 167.08 | |
Shopify Cl A (SHOP) | 0.0 | $201k | 182.00 | 1104.40 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $174k | 23k | 7.67 | |
Ford Motor Company (F) | 0.0 | $147k | 12k | 12.27 | |
Viracta Therapeutics (VIRX) | 0.0 | $130k | 14k | 9.29 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $117k | 11k | 11.14 | |
Tracon Pharmaceuticals Com New (TCON) | 0.0 | $107k | 13k | 8.23 | |
Amarin Corp Spons Adr New (AMRN) | 0.0 | $93k | 15k | 6.20 | |
Summit Therapeutics (SMMT) | 0.0 | $61k | 10k | 5.89 | |
Ampio Pharmaceuticals | 0.0 | $17k | 10k | 1.70 |