Jackson Square Capital as of Sept. 30, 2020
Portfolio Holdings for Jackson Square Capital
Jackson Square Capital holds 335 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.2 | $9.8M | 85k | 115.81 | |
Amazon (AMZN) | 4.1 | $9.6M | 3.0k | 3148.60 | |
Microsoft Corporation (MSFT) | 3.7 | $8.6M | 41k | 210.33 | |
Docusign (DOCU) | 3.1 | $7.2M | 34k | 215.24 | |
Zoom Video Communications In Cl A (ZM) | 2.9 | $6.9M | 15k | 470.11 | |
NVIDIA Corporation (NVDA) | 2.8 | $6.6M | 12k | 541.23 | |
Paypal Holdings (PYPL) | 2.7 | $6.2M | 31k | 197.03 | |
Abbott Laboratories (ABT) | 2.6 | $6.1M | 56k | 108.82 | |
Ringcentral Cl A (RNG) | 2.5 | $5.8M | 21k | 274.61 | |
Thermo Fisher Scientific (TMO) | 2.3 | $5.5M | 12k | 441.50 | |
Danaher Corporation (DHR) | 2.1 | $4.9M | 23k | 215.34 | |
salesforce (CRM) | 2.1 | $4.9M | 19k | 251.34 | |
Okta Cl A (OKTA) | 2.1 | $4.8M | 22k | 213.85 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.5M | 3.1k | 1465.75 | |
Broadcom (AVGO) | 1.9 | $4.4M | 12k | 364.34 | |
Avalara | 1.8 | $4.2M | 33k | 127.34 | |
Visa Com Cl A (V) | 1.8 | $4.1M | 21k | 199.97 | |
Cloudflare Cl A Com (NET) | 1.7 | $4.0M | 98k | 41.06 | |
Micron Technology (MU) | 1.6 | $3.8M | 81k | 46.96 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $3.8M | 18k | 212.97 | |
Varonis Sys (VRNS) | 1.6 | $3.7M | 32k | 115.43 | |
Crown Castle Intl (CCI) | 1.6 | $3.6M | 22k | 166.51 | |
Fidelity National Information Services (FIS) | 1.5 | $3.5M | 24k | 147.22 | |
Nice Sponsored Adr (NICE) | 1.5 | $3.5M | 16k | 227.01 | |
Dex (DXCM) | 1.5 | $3.5M | 8.5k | 412.26 | |
Honeywell International (HON) | 1.4 | $3.3M | 20k | 164.59 | |
Adobe Systems Incorporated (ADBE) | 1.4 | $3.3M | 6.7k | 490.48 | |
Eli Lilly & Co. (LLY) | 1.3 | $3.1M | 21k | 148.03 | |
Cadence Design Systems (CDNS) | 1.3 | $3.0M | 28k | 106.63 | |
Lululemon Athletica (LULU) | 1.3 | $2.9M | 8.9k | 329.34 | |
Mastercard Incorporated Cl A (MA) | 1.3 | $2.9M | 8.7k | 338.18 | |
Lam Research Corporation (LRCX) | 1.3 | $2.9M | 8.8k | 331.78 | |
Bristol Myers Squibb (BMY) | 1.2 | $2.9M | 48k | 60.28 | |
stock | 1.2 | $2.8M | 15k | 188.16 | |
Merck & Co (MRK) | 1.2 | $2.8M | 33k | 82.96 | |
Home Depot (HD) | 1.1 | $2.7M | 9.6k | 277.68 | |
Dollar General (DG) | 1.1 | $2.5M | 12k | 209.63 | |
Facebook Cl A (META) | 1.0 | $2.4M | 9.1k | 261.90 | |
Charter Communications Inc N Cl A (CHTR) | 1.0 | $2.4M | 3.8k | 624.41 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.3M | 7.0k | 334.88 | |
Five9 (FIVN) | 0.9 | $2.1M | 16k | 129.68 | |
Abbvie (ABBV) | 0.9 | $2.1M | 24k | 87.57 | |
Comcast Corp Cl A (CMCSA) | 0.9 | $2.0M | 44k | 46.26 | |
Nike CL B (NKE) | 0.7 | $1.7M | 14k | 125.57 | |
Insulet Corporation (PODD) | 0.6 | $1.5M | 6.4k | 236.66 | |
Calavo Growers (CVGW) | 0.6 | $1.5M | 23k | 66.27 | |
Verizon Communications (VZ) | 0.6 | $1.5M | 25k | 59.48 | |
Pepsi (PEP) | 0.6 | $1.5M | 11k | 138.57 | |
Air Products & Chemicals (APD) | 0.5 | $1.2M | 4.1k | 297.98 | |
Sba Communications Corp Cl A (SBAC) | 0.5 | $1.2M | 3.7k | 318.53 | |
Trane Technologies SHS (TT) | 0.5 | $1.2M | 9.5k | 121.24 | |
PPG Industries (PPG) | 0.5 | $1.1M | 9.0k | 122.09 | |
Ciena Corp Com New (CIEN) | 0.4 | $991k | 25k | 39.70 | |
Qorvo (QRVO) | 0.3 | $803k | 6.2k | 129.00 | |
Kla Corp Com New (KLAC) | 0.3 | $783k | 4.0k | 193.76 | |
Paccar (PCAR) | 0.3 | $776k | 9.1k | 85.23 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $773k | 526.00 | 1469.58 | |
Jamf Hldg Corp (JAMF) | 0.3 | $705k | 19k | 37.59 | |
Mongodb Cl A (MDB) | 0.3 | $662k | 2.9k | 231.39 | |
Akamai Technologies (AKAM) | 0.3 | $650k | 5.9k | 110.51 | |
Caterpillar (CAT) | 0.3 | $638k | 4.3k | 149.17 | |
Wal-Mart Stores (WMT) | 0.3 | $620k | 4.4k | 139.86 | |
Cisco Systems (CSCO) | 0.3 | $593k | 15k | 39.39 | |
Marvell Technology Group Ord | 0.3 | $592k | 15k | 39.72 | |
CF Industries Holdings (CF) | 0.3 | $589k | 19k | 30.69 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $587k | 5.0k | 116.61 | |
Equinix (EQIX) | 0.2 | $581k | 765.00 | 759.48 | |
Coca-Cola Company (KO) | 0.2 | $567k | 12k | 49.33 | |
Dynavax Technologies Corp Com New (DVAX) | 0.2 | $529k | 123k | 4.32 | |
Dupont De Nemours (DD) | 0.2 | $513k | 9.3k | 55.45 | |
Trimas Corp Com New (TRS) | 0.2 | $504k | 22k | 22.78 | |
Metropcs Communications (TMUS) | 0.2 | $496k | 4.3k | 114.26 | |
Tenable Hldgs (TENB) | 0.2 | $470k | 12k | 37.76 | |
First Republic Bank/san F (FRCB) | 0.2 | $463k | 4.2k | 109.17 | |
FedEx Corporation (FDX) | 0.2 | $462k | 1.8k | 251.63 | |
Intercontinental Exchange (ICE) | 0.2 | $458k | 4.6k | 100.00 | |
Qualcomm (QCOM) | 0.2 | $457k | 3.9k | 117.60 | |
L Brands | 0.2 | $455k | 14k | 31.84 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $450k | 634.00 | 709.78 | |
American Eagle Outfitters (AEO) | 0.2 | $447k | 30k | 14.80 | |
Eastman Chemical Company (EMN) | 0.2 | $447k | 5.7k | 78.08 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $443k | 2.0k | 225.91 | |
Roku Com Cl A (ROKU) | 0.2 | $401k | 2.1k | 188.97 | |
Johnson & Johnson (JNJ) | 0.2 | $377k | 2.5k | 149.07 | |
Match Group (MTCH) | 0.2 | $375k | 3.4k | 110.72 | |
Bj's Wholesale Club Holdings (BJ) | 0.2 | $372k | 9.0k | 41.52 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $368k | 2.5k | 149.84 | |
Nutrien (NTR) | 0.2 | $362k | 9.3k | 39.06 | |
Corning Incorporated (GLW) | 0.2 | $360k | 11k | 32.42 | |
S&p Global (SPGI) | 0.2 | $350k | 971.00 | 360.45 | |
SVB Financial (SIVBQ) | 0.2 | $350k | 1.5k | 240.88 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $347k | 1.4k | 252.36 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $344k | 1.1k | 299.91 | |
Procter & Gamble Company (PG) | 0.1 | $340k | 2.4k | 138.95 | |
Newmont Mining Corporation (NEM) | 0.1 | $339k | 5.3k | 63.44 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $328k | 2.1k | 154.14 | |
Iac Interactive Ord | 0.1 | $325k | 2.7k | 119.75 | |
Burlington Stores (BURL) | 0.1 | $321k | 1.6k | 205.90 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $316k | 2.1k | 147.46 | |
Compass Minerals International (CMP) | 0.1 | $315k | 5.3k | 59.36 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $313k | 3.0k | 105.60 | |
Qts Rlty Tr Com Cl A | 0.1 | $309k | 4.9k | 63.06 | |
Intel Corporation (INTC) | 0.1 | $306k | 5.9k | 51.85 | |
Cloudera | 0.1 | $305k | 28k | 10.89 | |
Bhp Group Sponsored Ads (BHP) | 0.1 | $305k | 5.9k | 51.67 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $297k | 3.1k | 96.40 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $291k | 2.1k | 137.52 | |
Genuine Parts Company (GPC) | 0.1 | $279k | 2.9k | 95.09 | |
Teladoc (TDOC) | 0.1 | $278k | 1.3k | 219.42 | |
Bank of America Corporation (BAC) | 0.1 | $278k | 12k | 24.06 | |
Pentair SHS (PNR) | 0.1 | $262k | 5.7k | 45.79 | |
Disney Walt Com Disney (DIS) | 0.1 | $257k | 2.1k | 124.09 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $255k | 1.4k | 185.32 | |
Illinois Tool Works (ITW) | 0.1 | $252k | 1.3k | 193.40 | |
State Street Corporation (STT) | 0.1 | $250k | 4.2k | 59.27 | |
Analog Devices (ADI) | 0.1 | $248k | 2.1k | 116.76 | |
Fiserv (FI) | 0.1 | $245k | 2.4k | 102.98 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $241k | 2.9k | 83.88 | |
Medtronic SHS (MDT) | 0.1 | $233k | 2.2k | 104.11 | |
Mgm Growth Pptys Cl A Com | 0.1 | $232k | 8.3k | 28.04 | |
Emerson Electric (EMR) | 0.1 | $231k | 3.5k | 65.66 | |
Humana (HUM) | 0.1 | $226k | 547.00 | 413.16 | |
NetApp (NTAP) | 0.1 | $219k | 5.0k | 43.80 | |
Linde SHS | 0.1 | $219k | 921.00 | 237.78 | |
CVS Caremark Corporation (CVS) | 0.1 | $216k | 3.7k | 58.50 | |
Eaton Corp SHS (ETN) | 0.1 | $214k | 2.1k | 102.20 | |
SYSCO Corporation (SYY) | 0.1 | $214k | 3.4k | 62.10 | |
MetLife (MET) | 0.1 | $213k | 5.7k | 37.20 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $211k | 2.6k | 81.69 | |
The Trade Desk Com Cl A (TTD) | 0.1 | $208k | 400.00 | 520.00 | |
V.F. Corporation (VFC) | 0.1 | $202k | 2.9k | 70.31 | |
4068594 Enphase Energy (ENPH) | 0.1 | $201k | 2.4k | 82.44 | |
Unilever N V N Y Shs New | 0.1 | $185k | 3.1k | 60.42 | |
Advanced Micro Devices (AMD) | 0.1 | $182k | 2.2k | 82.17 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $177k | 1.0k | 177.00 | |
McKesson Corporation (MCK) | 0.1 | $176k | 1.2k | 148.77 | |
Stag Industrial (STAG) | 0.1 | $170k | 5.6k | 30.43 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $169k | 2.4k | 70.68 | |
Dover Corporation (DOV) | 0.1 | $163k | 1.5k | 108.16 | |
Sunnova Energy International (NOVA) | 0.1 | $157k | 5.2k | 30.34 | |
Eaton Vance Corp Com Non Vtg | 0.1 | $154k | 4.0k | 38.11 | |
Tronox Holdings SHS (TROX) | 0.1 | $153k | 19k | 7.89 | |
Cogent Communications Hldgs Com New (CCOI) | 0.1 | $152k | 2.5k | 60.15 | |
Union Pacific Corporation (UNP) | 0.1 | $152k | 772.00 | 196.89 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $148k | 1.9k | 76.45 | |
American Campus Communities | 0.1 | $137k | 3.9k | 34.99 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $133k | 1.8k | 72.24 | |
Ingersoll Rand (IR) | 0.1 | $129k | 3.6k | 35.66 | |
Vmware Cl A Com | 0.1 | $126k | 878.00 | 143.51 | |
International Flavors & Fragrances (IFF) | 0.1 | $121k | 989.00 | 122.35 | |
Tricida | 0.1 | $119k | 13k | 9.04 | |
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $117k | 3.0k | 39.00 | |
Norfolk Southern (NSC) | 0.0 | $114k | 533.00 | 213.88 | |
Synopsys (SNPS) | 0.0 | $113k | 530.00 | 213.21 | |
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $112k | 3.1k | 36.39 | |
Atlassian Corp Cl A | 0.0 | $108k | 595.00 | 181.51 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $100k | 326.00 | 306.75 | |
Twilio Cl A (TWLO) | 0.0 | $99k | 400.00 | 247.50 | |
Waters Corporation (WAT) | 0.0 | $98k | 500.00 | 196.00 | |
Michaels Cos Inc/the | 0.0 | $94k | 9.8k | 9.64 | |
Baxter International (BAX) | 0.0 | $90k | 1.1k | 80.43 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $89k | 385.00 | 231.17 | |
McDonald's Corporation (MCD) | 0.0 | $87k | 395.00 | 220.25 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $86k | 294.00 | 292.52 | |
Nanostring Technologies (NSTGQ) | 0.0 | $82k | 1.8k | 44.49 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $81k | 931.00 | 87.00 | |
UnitedHealth (UNH) | 0.0 | $77k | 248.00 | 310.48 | |
Amgen (AMGN) | 0.0 | $66k | 261.00 | 252.87 | |
BlackRock (BLK) | 0.0 | $66k | 118.00 | 559.32 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $62k | 276.00 | 224.64 | |
Ishares Tr Expanded Tech (IGV) | 0.0 | $61k | 197.00 | 309.64 | |
Netflix (NFLX) | 0.0 | $58k | 115.00 | 504.35 | |
Gilead Sciences (GILD) | 0.0 | $54k | 860.00 | 62.79 | |
At&t (T) | 0.0 | $50k | 1.7k | 28.79 | |
Hershey Company (HSY) | 0.0 | $48k | 335.00 | 143.28 | |
Southwest Airlines (LUV) | 0.0 | $47k | 1.3k | 37.51 | |
Zimmer Holdings (ZBH) | 0.0 | $45k | 328.00 | 137.20 | |
Ishares Tr MRNGSTR LG-CP GR (ILCG) | 0.0 | $44k | 165.00 | 266.67 | |
Digital Realty Trust (DLR) | 0.0 | $44k | 299.00 | 147.16 | |
Neogenomics Com New (NEO) | 0.0 | $43k | 1.2k | 36.60 | |
Otis Worldwide Corp (OTIS) | 0.0 | $42k | 676.00 | 62.13 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $41k | 510.00 | 80.39 | |
Square Cl A (SQ) | 0.0 | $41k | 252.00 | 162.70 | |
United Parcel Service CL B (UPS) | 0.0 | $40k | 241.00 | 165.98 | |
Autodesk (ADSK) | 0.0 | $40k | 171.00 | 233.92 | |
Snap Cl A (SNAP) | 0.0 | $39k | 1.5k | 26.00 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $38k | 177.00 | 214.69 | |
Lockheed Martin Corporation (LMT) | 0.0 | $38k | 99.00 | 383.84 | |
Penn National Gaming (PENN) | 0.0 | $38k | 528.00 | 71.97 | |
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $38k | 184.00 | 206.52 | |
Centene Corporation (CNC) | 0.0 | $37k | 637.00 | 58.08 | |
Ishares Tr Phlx Semicnd Etf (SOXX) | 0.0 | $37k | 120.00 | 308.33 | |
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $35k | 3.2k | 11.02 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.0 | $35k | 433.00 | 80.83 | |
American Water Works (AWK) | 0.0 | $34k | 235.00 | 144.68 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $33k | 410.00 | 80.49 | |
TJX Companies (TJX) | 0.0 | $33k | 596.00 | 55.37 | |
Broadridge Financial Solutions (BR) | 0.0 | $32k | 242.00 | 132.23 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $32k | 273.00 | 117.22 | |
ON Semiconductor (ON) | 0.0 | $31k | 1.4k | 21.44 | |
Hp (HPQ) | 0.0 | $31k | 1.6k | 19.25 | |
Alliant Energy Corporation (LNT) | 0.0 | $31k | 606.00 | 51.16 | |
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.0 | $29k | 370.00 | 78.38 | |
Kellogg Company (K) | 0.0 | $29k | 448.00 | 64.73 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $28k | 495.00 | 56.57 | |
Novartis Sponsored Adr (NVS) | 0.0 | $28k | 320.00 | 87.50 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $28k | 535.00 | 52.34 | |
Upwork (UPWK) | 0.0 | $26k | 1.5k | 17.62 | |
Applied Materials (AMAT) | 0.0 | $26k | 436.00 | 59.63 | |
IDEX Corporation (IEX) | 0.0 | $23k | 128.00 | 179.69 | |
AFLAC Incorporated (AFL) | 0.0 | $23k | 643.00 | 35.77 | |
Denali Therapeutics (DNLI) | 0.0 | $22k | 620.00 | 35.48 | |
Arena Pharmaceuticals Com New | 0.0 | $22k | 298.00 | 73.83 | |
Nextera Energy (NEE) | 0.0 | $22k | 81.00 | 271.60 | |
Kroger (KR) | 0.0 | $21k | 620.00 | 33.87 | |
Cyrusone | 0.0 | $21k | 300.00 | 70.00 | |
Ishares Gold Trust Ishares | 0.0 | $21k | 1.2k | 18.25 | |
Calix (CALX) | 0.0 | $21k | 1.2k | 17.57 | |
Endo Intl SHS | 0.0 | $21k | 6.4k | 3.28 | |
Virtu Finl Cl A (VIRT) | 0.0 | $20k | 886.00 | 22.57 | |
Cameco Corporation (CCJ) | 0.0 | $20k | 2.0k | 10.00 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $20k | 161.00 | 124.22 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $19k | 234.00 | 81.20 | |
Bio Rad Labs Cl A (BIO) | 0.0 | $19k | 36.00 | 527.78 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $18k | 409.00 | 44.01 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $18k | 200.00 | 90.00 | |
Tellurian (TELL) | 0.0 | $17k | 21k | 0.82 | |
CSX Corporation (CSX) | 0.0 | $17k | 221.00 | 76.92 | |
Nasdaq Omx (NDAQ) | 0.0 | $17k | 140.00 | 121.43 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $17k | 100.00 | 170.00 | |
Axalta Coating Sys (AXTA) | 0.0 | $17k | 760.00 | 22.37 | |
Unilever Spon Adr New (UL) | 0.0 | $16k | 267.00 | 59.93 | |
Ihs Markit SHS | 0.0 | $16k | 200.00 | 80.00 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $16k | 209.00 | 76.56 | |
Oracle Corporation (ORCL) | 0.0 | $16k | 272.00 | 58.82 | |
NuVasive | 0.0 | $16k | 333.00 | 48.05 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $15k | 1.6k | 9.33 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $15k | 53.00 | 283.02 | |
AutoZone (AZO) | 0.0 | $15k | 13.00 | 1153.85 | |
Verisk Analytics (VRSK) | 0.0 | $15k | 80.00 | 187.50 | |
Fortive (FTV) | 0.0 | $15k | 200.00 | 75.00 | |
Schlumberger (SLB) | 0.0 | $15k | 984.00 | 15.24 | |
Monster Beverage Corp (MNST) | 0.0 | $14k | 176.00 | 79.55 | |
Deere & Company (DE) | 0.0 | $14k | 63.00 | 222.22 | |
Celcuity (CELC) | 0.0 | $13k | 2.2k | 5.85 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $13k | 23.00 | 565.22 | |
MercadoLibre (MELI) | 0.0 | $13k | 12.00 | 1083.33 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $13k | 181.00 | 71.82 | |
Starbucks Corporation (SBUX) | 0.0 | $13k | 149.00 | 87.25 | |
Open Text Corp (OTEX) | 0.0 | $13k | 300.00 | 43.33 | |
Boston Scientific Corporation (BSX) | 0.0 | $12k | 316.00 | 37.97 | |
FactSet Research Systems (FDS) | 0.0 | $12k | 37.00 | 324.32 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $12k | 109.00 | 110.09 | |
Canadian Pacific Railway | 0.0 | $11k | 37.00 | 297.30 | |
Boeing Company (BA) | 0.0 | $11k | 67.00 | 164.18 | |
Intuit (INTU) | 0.0 | $11k | 35.00 | 314.29 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $11k | 29.00 | 379.31 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $10k | 309.00 | 32.36 | |
Expeditors International of Washington (EXPD) | 0.0 | $10k | 113.00 | 88.50 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $10k | 42.00 | 238.10 | |
ResMed (RMD) | 0.0 | $9.0k | 52.00 | 173.08 | |
American Tower Reit (AMT) | 0.0 | $9.0k | 39.00 | 230.77 | |
Baidu Spon Adr Rep A (BIDU) | 0.0 | $8.0k | 67.00 | 119.40 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $8.0k | 64.00 | 125.00 | |
Shopify Cl A (SHOP) | 0.0 | $8.0k | 8.00 | 1000.00 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $8.0k | 49.00 | 163.27 | |
Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $8.0k | 121.00 | 66.12 | |
Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $8.0k | 155.00 | 51.61 | |
Ishares Tr MRNGSTR LG-CP VL (ILCV) | 0.0 | $8.0k | 81.00 | 98.77 | |
Alcon Ord Shs (ALC) | 0.0 | $7.0k | 126.00 | 55.56 | |
Truist Financial Corp equities (TFC) | 0.0 | $7.0k | 180.00 | 38.89 | |
Cerner Corporation | 0.0 | $7.0k | 94.00 | 74.47 | |
Mettler-Toledo International (MTD) | 0.0 | $7.0k | 7.00 | 1000.00 | |
Diageo Spon Adr New (DEO) | 0.0 | $7.0k | 50.00 | 140.00 | |
Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $7.0k | 125.00 | 56.00 | |
Steris Shs Usd (STE) | 0.0 | $7.0k | 40.00 | 175.00 | |
Costco Wholesale Corporation (COST) | 0.0 | $7.0k | 21.00 | 333.33 | |
Smith & Nephew Group Spdn Adr New (SNN) | 0.0 | $7.0k | 178.00 | 39.33 | |
Cbiz (CBZ) | 0.0 | $7.0k | 300.00 | 23.33 | |
SEI Investments Company (SEIC) | 0.0 | $6.0k | 117.00 | 51.28 | |
Morgan Stanley Com New (MS) | 0.0 | $6.0k | 121.00 | 49.59 | |
EastGroup Properties (EGP) | 0.0 | $6.0k | 49.00 | 122.45 | |
Colgate-Palmolive Company (CL) | 0.0 | $6.0k | 80.00 | 75.00 | |
Ferrari Nv Ord (RACE) | 0.0 | $6.0k | 30.00 | 200.00 | |
Illumina (ILMN) | 0.0 | $6.0k | 18.00 | 333.33 | |
Workday Cl A (WDAY) | 0.0 | $6.0k | 27.00 | 222.22 | |
Chubb (CB) | 0.0 | $6.0k | 54.00 | 111.11 | |
Terreno Realty Corporation (TRNO) | 0.0 | $6.0k | 115.00 | 52.17 | |
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $6.0k | 130.00 | 46.15 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $5.0k | 90.00 | 55.56 | |
Yum! Brands (YUM) | 0.0 | $5.0k | 55.00 | 90.91 | |
Aon Shs Cl A (AON) | 0.0 | $5.0k | 26.00 | 192.31 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $5.0k | 40.00 | 125.00 | |
Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $5.0k | 200.00 | 25.00 | |
Duke Energy Corp Com New (DUK) | 0.0 | $5.0k | 51.00 | 98.04 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $5.0k | 37.00 | 135.14 | |
Dxc Technology (DXC) | 0.0 | $5.0k | 299.00 | 16.72 | |
Yum China Holdings (YUMC) | 0.0 | $4.0k | 72.00 | 55.56 | |
Agree Realty Corporation (ADC) | 0.0 | $4.0k | 56.00 | 71.43 | |
Icon SHS (ICLR) | 0.0 | $4.0k | 22.00 | 181.82 | |
Progressive Corporation (PGR) | 0.0 | $4.0k | 40.00 | 100.00 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.0k | 16.00 | 250.00 | |
Bristol-myers Squibb Right | 0.0 | $4.0k | 1.8k | 2.29 | |
Annaly Capital Management | 0.0 | $3.0k | 392.00 | 7.65 | |
Ares Capital Corporation (ARCC) | 0.0 | $3.0k | 187.00 | 16.04 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $3.0k | 57.00 | 52.63 | |
Exxon Mobil Corporation (XOM) | 0.0 | $3.0k | 100.00 | 30.00 | |
Biogen Idec (BIIB) | 0.0 | $3.0k | 10.00 | 300.00 | |
Varian Medical Systems | 0.0 | $3.0k | 20.00 | 150.00 | |
Automatic Data Processing (ADP) | 0.0 | $3.0k | 19.00 | 157.89 | |
Pfizer (PFE) | 0.0 | $3.0k | 90.00 | 33.33 | |
First Industrial Realty Trust (FR) | 0.0 | $3.0k | 81.00 | 37.04 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $3.0k | 63.00 | 47.62 | |
Perspecta | 0.0 | $3.0k | 149.00 | 20.13 | |
Golub Capital BDC (GBDC) | 0.0 | $2.0k | 114.00 | 17.54 | |
Doubleline Income Solutions (DSL) | 0.0 | $2.0k | 107.00 | 18.69 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.0k | 10.00 | 200.00 | |
Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $2.0k | 18.00 | 111.11 | |
Goldman Sachs Bdc SHS (GSBD) | 0.0 | $2.0k | 142.00 | 14.08 | |
Gentex Corporation (GNTX) | 0.0 | $2.0k | 86.00 | 23.26 | |
CenturyLink | 0.0 | $2.0k | 165.00 | 12.12 | |
Kala Pharmaceuticals | 0.0 | $2.0k | 260.00 | 7.69 | |
Gladstone Capital Corporation | 0.0 | $1.0k | 112.00 | 8.93 | |
Nutanix Cl A (NTNX) | 0.0 | $1.0k | 28.00 | 35.71 | |
Cigna Corp (CI) | 0.0 | $1.0k | 6.00 | 166.67 | |
Bed Bath & Beyond | 0.0 | $1.0k | 40.00 | 25.00 | |
Five Below (FIVE) | 0.0 | $1.0k | 8.00 | 125.00 | |
Tilray Com Cl 2 (TLRY) | 0.0 | $1.0k | 200.00 | 5.00 | |
Lyft Cl A Com (LYFT) | 0.0 | $1.0k | 25.00 | 40.00 | |
Kraft Heinz (KHC) | 0.0 | $999.999000 | 33.00 | 30.30 | |
Tcg Bdc (CGBD) | 0.0 | $999.999000 | 90.00 | 11.11 | |
Medallia | 0.0 | $999.999000 | 37.00 | 27.03 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $999.995100 | 201.00 | 4.98 | |
Tpg Re Finance Trust Inc reit (TRTX) | 0.0 | $0 | 52.00 | 0.00 | |
Tyme Technologies | 0.0 | $0 | 400.00 | 0.00 |