Mark Sheptoff Financial Planning as of March 31, 2021
Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 379 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 |
---|---|---|---|---|---|
Nextera Energy (NEE) | 8.8 | $15M | 202k | 75.61 | |
Microsoft Corporation (MSFT) | 7.6 | $13M | 56k | 235.77 | |
UnitedHealth (UNH) | 7.1 | $12M | 33k | 372.07 | |
Veeva Sys Cl A Com (VEEV) | 4.5 | $7.8M | 30k | 261.22 | |
Pepsi (PEP) | 4.4 | $7.7M | 54k | 141.45 | |
Apple (AAPL) | 4.1 | $7.2M | 59k | 122.14 | |
Johnson & Johnson (JNJ) | 4.0 | $7.0M | 42k | 164.36 | |
Abbott Laboratories (ABT) | 4.0 | $7.0M | 58k | 119.85 | |
Hormel Foods Corporation (HRL) | 3.4 | $5.9M | 123k | 47.78 | |
Tesla Motors (TSLA) | 2.7 | $4.7M | 7.1k | 667.94 | |
Paypal Holdings (PYPL) | 2.0 | $3.4M | 14k | 242.84 | |
Smucker J M Com New (SJM) | 1.8 | $3.1M | 24k | 126.53 | |
Constellation Brands Cl A (STZ) | 1.8 | $3.1M | 13k | 227.96 | |
Abbvie (ABBV) | 1.7 | $3.0M | 27k | 108.22 | |
American Water Works (AWK) | 1.6 | $2.7M | 18k | 149.94 | |
Mondelez Intl Cl A (MDLZ) | 1.5 | $2.6M | 45k | 58.53 | |
Corning Incorporated (GLW) | 1.4 | $2.4M | 55k | 43.50 | |
Visa Com Cl A (V) | 1.2 | $2.1M | 10k | 211.78 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.9M | 7.5k | 255.50 | |
Honeywell International (HON) | 1.1 | $1.9M | 8.9k | 217.06 | |
Coca-Cola Company (KO) | 1.1 | $1.8M | 35k | 52.70 | |
American Electric Power Company (AEP) | 1.1 | $1.8M | 22k | 84.72 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $1.6M | 7.5k | 214.92 | |
Wal-Mart Stores (WMT) | 0.9 | $1.5M | 11k | 135.85 | |
General Dynamics Corporation (GD) | 0.9 | $1.5M | 8.2k | 181.57 | |
United Parcel Service CL B (UPS) | 0.8 | $1.5M | 8.6k | 169.99 | |
Home Depot (HD) | 0.8 | $1.4M | 4.7k | 305.25 | |
Procter & Gamble Company (PG) | 0.8 | $1.4M | 10k | 135.39 | |
Micron Technology (MU) | 0.6 | $1.1M | 13k | 88.23 | |
Pfizer (PFE) | 0.6 | $1.1M | 30k | 36.22 | |
Costco Wholesale Corporation (COST) | 0.6 | $1.1M | 3.0k | 352.59 | |
Verizon Communications (VZ) | 0.6 | $1.0M | 18k | 58.14 | |
Toro Company (TTC) | 0.6 | $1.0M | 9.7k | 103.12 | |
Clorox Company (CLX) | 0.6 | $984k | 5.1k | 192.94 | |
Lockheed Martin Corporation (LMT) | 0.5 | $949k | 2.6k | 369.40 | |
Timken Company (TKR) | 0.5 | $919k | 13k | 73.44 | |
L3harris Technologies (LHX) | 0.5 | $915k | 4.5k | 202.75 | |
Dynatrace Com New (DT) | 0.5 | $912k | 19k | 48.25 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $910k | 6.2k | 147.15 | |
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) | 0.5 | $900k | 12k | 75.00 | |
Cooper Cos Com New | 0.5 | $895k | 2.3k | 383.96 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.5 | $875k | 12k | 72.88 | |
Neogenomics Com New (NEO) | 0.5 | $863k | 18k | 48.21 | |
Bank of America Corporation (BAC) | 0.5 | $862k | 22k | 38.68 | |
At&t (T) | 0.5 | $796k | 26k | 30.26 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $785k | 2.0k | 396.26 | |
Walt Disney Company (DIS) | 0.4 | $755k | 4.1k | 184.64 | |
CVS Caremark Corporation (CVS) | 0.4 | $744k | 9.9k | 75.21 | |
CSX Corporation (CSX) | 0.4 | $709k | 7.4k | 96.46 | |
Medtronic SHS (MDT) | 0.4 | $688k | 5.8k | 118.15 | |
Texas Instruments Incorporated (TXN) | 0.4 | $668k | 3.5k | 188.97 | |
Colgate-Palmolive Company (CL) | 0.4 | $650k | 8.2k | 78.86 | |
Lauder Estee Cos Cl A (EL) | 0.4 | $634k | 2.2k | 290.83 | |
3M Company (MMM) | 0.4 | $624k | 3.2k | 192.71 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $596k | 11k | 54.15 | |
Hartford Financial Services (HIG) | 0.3 | $573k | 8.6k | 66.74 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.3 | $545k | 6.0k | 90.83 | |
Southern Company (SO) | 0.3 | $542k | 8.7k | 62.12 | |
Quaker Chemical Corporation (KWR) | 0.3 | $536k | 2.2k | 243.64 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $520k | 2.9k | 182.39 | |
Novartis Sponsored Adr (NVS) | 0.3 | $500k | 5.8k | 85.53 | |
Danaher Corporation (DHR) | 0.3 | $492k | 2.2k | 224.97 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $455k | 6.1k | 74.59 | |
Amazon (AMZN) | 0.3 | $455k | 147.00 | 3095.24 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $426k | 3.1k | 138.90 | |
Duke Energy Corp Com New (DUK) | 0.2 | $425k | 4.4k | 96.48 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $422k | 1.2k | 355.82 | |
McDonald's Corporation (MCD) | 0.2 | $410k | 1.8k | 224.04 | |
Cerner Corporation | 0.2 | $374k | 5.2k | 71.92 | |
Veracyte (VCYT) | 0.2 | $352k | 6.6k | 53.74 | |
Target Corporation (TGT) | 0.2 | $352k | 1.8k | 198.31 | |
Deere & Company (DE) | 0.2 | $318k | 850.00 | 374.12 | |
Alliant Energy Corporation (LNT) | 0.2 | $317k | 5.9k | 54.19 | |
Travelers Companies (TRV) | 0.2 | $312k | 2.1k | 150.43 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $310k | 150.00 | 2066.67 | |
Wp Carey (WPC) | 0.2 | $309k | 4.4k | 70.86 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $303k | 2.0k | 152.11 | |
Public Service Enterprise (PEG) | 0.2 | $298k | 5.0k | 60.20 | |
Datadog Cl A Com (DDOG) | 0.2 | $292k | 3.5k | 83.43 | |
Fiserv (FI) | 0.2 | $283k | 2.4k | 119.11 | |
Codexis (CDXS) | 0.2 | $275k | 12k | 22.92 | |
EnerSys (ENS) | 0.2 | $263k | 2.9k | 90.69 | |
Marsh & McLennan Companies (MMC) | 0.1 | $256k | 2.1k | 121.90 | |
Consolidated Edison (ED) | 0.1 | $254k | 3.4k | 74.71 | |
Caterpillar (CAT) | 0.1 | $244k | 1.1k | 231.94 | |
Waste Management (WM) | 0.1 | $232k | 1.8k | 128.89 | |
Prudential Financial (PRU) | 0.1 | $228k | 2.5k | 91.20 | |
Eli Lilly & Co. (LLY) | 0.1 | $224k | 1.2k | 186.67 | |
Intel Corporation (INTC) | 0.1 | $224k | 3.5k | 64.00 | |
eBay (EBAY) | 0.1 | $220k | 3.6k | 61.11 | |
Oge Energy Corp (OGE) | 0.1 | $214k | 6.6k | 32.42 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $210k | 1.0k | 206.90 | |
Rite Aid Corporation (RADCQ) | 0.1 | $203k | 9.9k | 20.48 | |
Lowe's Companies (LOW) | 0.1 | $202k | 1.1k | 190.21 | |
NVIDIA Corporation (NVDA) | 0.1 | $200k | 375.00 | 533.33 | |
Silk Road Medical Inc Common (SILK) | 0.1 | $200k | 4.0k | 50.63 | |
Diageo Spon Adr New (DEO) | 0.1 | $197k | 1.2k | 164.17 | |
Church & Dwight (CHD) | 0.1 | $192k | 2.2k | 87.27 | |
O'reilly Automotive (ORLY) | 0.1 | $191k | 376.00 | 507.98 | |
Shopify Cl A (SHOP) | 0.1 | $188k | 170.00 | 1105.88 | |
Merck & Co (MRK) | 0.1 | $185k | 2.4k | 77.08 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $183k | 572.00 | 319.93 | |
Cisco Systems (CSCO) | 0.1 | $181k | 3.5k | 51.71 | |
Norfolk Southern (NSC) | 0.1 | $175k | 650.00 | 269.23 | |
Raytheon Technologies Corp (RTX) | 0.1 | $167k | 2.2k | 77.24 | |
United Rentals (URI) | 0.1 | $165k | 500.00 | 330.00 | |
Starbucks Corporation (SBUX) | 0.1 | $165k | 1.5k | 109.27 | |
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.1 | $163k | 5.2k | 31.35 | |
HEICO Corporation (HEI) | 0.1 | $163k | 1.3k | 125.87 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $159k | 77.00 | 2064.94 | |
Pioneer Natural Resources (PXD) | 0.1 | $159k | 1.0k | 159.00 | |
Ishares Tr Phlx Semicnd Etf (SOXX) | 0.1 | $159k | 375.00 | 424.00 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $153k | 1.5k | 103.73 | |
Genuine Parts Company (GPC) | 0.1 | $150k | 1.3k | 115.38 | |
Bristol Myers Squibb (BMY) | 0.1 | $149k | 2.4k | 63.14 | |
Facebook Cl A (META) | 0.1 | $140k | 476.00 | 294.12 | |
Boeing Company (BA) | 0.1 | $134k | 526.00 | 254.75 | |
Exxon Mobil Corporation (XOM) | 0.1 | $133k | 2.4k | 55.63 | |
Ishares Tr Trans Avg Etf (IYT) | 0.1 | $129k | 500.00 | 258.00 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $119k | 525.00 | 226.67 | |
Corteva (CTVA) | 0.1 | $119k | 2.6k | 46.63 | |
Draftkings Com Cl A | 0.1 | $113k | 1.9k | 61.08 | |
Otis Worldwide Corp (OTIS) | 0.1 | $111k | 1.6k | 68.65 | |
EOG Resources (EOG) | 0.1 | $102k | 1.4k | 72.86 | |
Zoom Video Communications In Cl A (ZM) | 0.1 | $100k | 310.00 | 322.58 | |
Qualcomm (QCOM) | 0.1 | $99k | 750.00 | 132.00 | |
Alcon Ord Shs (ALC) | 0.1 | $98k | 1.4k | 70.10 | |
Zoetis Cl A (ZTS) | 0.1 | $97k | 614.00 | 157.98 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $97k | 955.00 | 101.57 | |
Chevron Corporation (CVX) | 0.1 | $94k | 900.00 | 104.44 | |
Paycom Software (PAYC) | 0.1 | $93k | 250.00 | 372.00 | |
Zto Express Cayman Sponsored Ads A (ZTO) | 0.0 | $85k | 2.9k | 29.27 | |
Carrier Global Corporation (CARR) | 0.0 | $80k | 1.9k | 41.99 | |
Fortune Brands (FBIN) | 0.0 | $77k | 800.00 | 96.25 | |
Genmab A/s Sponsored Ads (GMAB) | 0.0 | $76k | 2.3k | 33.04 | |
Emerson Electric (EMR) | 0.0 | $76k | 1.0k | 76.00 | |
Ishares Gold Tr Ishares | 0.0 | $73k | 4.5k | 16.22 | |
Citigroup Com New (C) | 0.0 | $72k | 990.00 | 72.73 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $71k | 150.00 | 473.33 | |
Atkore Intl (ATKR) | 0.0 | $70k | 975.00 | 71.79 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $69k | 270.00 | 255.56 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $69k | 145.00 | 475.86 | |
Select Medical Holdings Corporation (SEM) | 0.0 | $68k | 2.0k | 34.00 | |
Crown Castle Intl (CCI) | 0.0 | $67k | 392.00 | 170.92 | |
Genworth Finl Com Cl A (GNW) | 0.0 | $66k | 15k | 4.37 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $66k | 1.0k | 64.08 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $66k | 554.00 | 119.13 | |
Hca Holdings (HCA) | 0.0 | $66k | 350.00 | 188.57 | |
Electronic Arts (EA) | 0.0 | $65k | 480.00 | 135.42 | |
Roku Com Cl A (ROKU) | 0.0 | $65k | 200.00 | 325.00 | |
Wec Energy Group (WEC) | 0.0 | $61k | 650.00 | 93.85 | |
Southwest Airlines (LUV) | 0.0 | $61k | 1.0k | 61.00 | |
People's United Financial | 0.0 | $60k | 3.4k | 17.79 | |
Union Pacific Corporation (UNP) | 0.0 | $60k | 270.00 | 222.22 | |
Chubb (CB) | 0.0 | $57k | 361.00 | 157.89 | |
Bofi Holding (AX) | 0.0 | $56k | 1.2k | 46.67 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $56k | 251.00 | 223.11 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $56k | 475.00 | 117.89 | |
MetLife (MET) | 0.0 | $55k | 900.00 | 61.11 | |
Tilray Com Cl 2 (TLRY) | 0.0 | $55k | 3.0k | 18.33 | |
DNP Select Income Fund (DNP) | 0.0 | $55k | 5.6k | 9.87 | |
Illinois Tool Works (ITW) | 0.0 | $53k | 239.00 | 221.76 | |
Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $52k | 325.00 | 160.00 | |
Portland Gen Elec Com New (POR) | 0.0 | $52k | 1.1k | 47.27 | |
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $50k | 3.8k | 13.16 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $49k | 850.00 | 57.65 | |
Western Union Company (WU) | 0.0 | $49k | 2.0k | 24.50 | |
Carlisle Companies (CSL) | 0.0 | $49k | 300.00 | 163.33 | |
Sterling Construction Company (STRL) | 0.0 | $49k | 2.1k | 23.33 | |
American Tower Reit (AMT) | 0.0 | $48k | 199.00 | 241.21 | |
Quanta Services (PWR) | 0.0 | $48k | 550.00 | 87.27 | |
Square Cl A (SQ) | 0.0 | $45k | 200.00 | 225.00 | |
Newmont Mining Corporation (NEM) | 0.0 | $44k | 730.00 | 60.27 | |
Automatic Data Processing (ADP) | 0.0 | $44k | 231.00 | 190.48 | |
Us Bancorp Del Com New (USB) | 0.0 | $44k | 800.00 | 55.00 | |
Palo Alto Networks (PANW) | 0.0 | $43k | 133.00 | 323.31 | |
Thermo Fisher Scientific (TMO) | 0.0 | $43k | 95.00 | 452.63 | |
DaVita (DVA) | 0.0 | $43k | 400.00 | 107.50 | |
Aptiv SHS (APTV) | 0.0 | $41k | 300.00 | 136.67 | |
Steel Dynamics (STLD) | 0.0 | $41k | 800.00 | 51.25 | |
Ishares Msci Gbl Gold Mn (RING) | 0.0 | $40k | 1.5k | 27.59 | |
Edwards Lifesciences (EW) | 0.0 | $40k | 480.00 | 83.33 | |
West Pharmaceutical Services (WST) | 0.0 | $39k | 138.00 | 282.61 | |
Beyond Meat (BYND) | 0.0 | $39k | 300.00 | 130.00 | |
Aurora Cannabis | 0.0 | $39k | 4.1k | 9.42 | |
Open Text Corp (OTEX) | 0.0 | $38k | 800.00 | 47.50 | |
Kellogg Company (K) | 0.0 | $38k | 600.00 | 63.33 | |
Regions Financial Corporation (RF) | 0.0 | $37k | 1.8k | 20.56 | |
Lemonade (LMND) | 0.0 | $37k | 400.00 | 92.50 | |
Xilinx | 0.0 | $37k | 300.00 | 123.33 | |
GDL Com Sh Ben It (GDL) | 0.0 | $36k | 4.0k | 9.00 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $36k | 100.00 | 360.00 | |
Viatris (VTRS) | 0.0 | $35k | 2.5k | 13.84 | |
American Express Company (AXP) | 0.0 | $35k | 250.00 | 140.00 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $34k | 459.00 | 74.07 | |
Twilio Cl A (TWLO) | 0.0 | $34k | 100.00 | 340.00 | |
Phillips 66 (PSX) | 0.0 | $33k | 410.00 | 80.49 | |
Evergy (EVRG) | 0.0 | $32k | 538.00 | 59.48 | |
Fortive (FTV) | 0.0 | $32k | 450.00 | 71.11 | |
Timkensteel (MTUS) | 0.0 | $32k | 2.8k | 11.61 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $30k | 600.00 | 50.00 | |
ConAgra Foods (CAG) | 0.0 | $30k | 800.00 | 37.50 | |
Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $30k | 1.0k | 30.00 | |
Dow (DOW) | 0.0 | $30k | 463.00 | 64.79 | |
Baxter International (BAX) | 0.0 | $30k | 360.00 | 83.33 | |
Paychex (PAYX) | 0.0 | $29k | 300.00 | 96.67 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $29k | 1.7k | 16.76 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $28k | 425.00 | 65.88 | |
Nio Spon Ads (NIO) | 0.0 | $27k | 691.00 | 39.07 | |
Ternium Sa Sponsored Ads (TX) | 0.0 | $27k | 700.00 | 38.57 | |
Gw Pharmaceuticals Ads | 0.0 | $26k | 120.00 | 216.67 | |
Exelixis (EXEL) | 0.0 | $25k | 1.1k | 22.73 | |
Eversource Energy (ES) | 0.0 | $25k | 288.00 | 86.81 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $25k | 75.00 | 333.33 | |
CMS Energy Corporation (CMS) | 0.0 | $24k | 400.00 | 60.00 | |
IDEXX Laboratories (IDXX) | 0.0 | $24k | 50.00 | 480.00 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $23k | 348.00 | 66.09 | |
Dollar Tree (DLTR) | 0.0 | $23k | 200.00 | 115.00 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $23k | 400.00 | 57.50 | |
Phillips 66 Partners Com Unit Rep Int | 0.0 | $22k | 700.00 | 31.43 | |
SYSCO Corporation (SYY) | 0.0 | $22k | 284.00 | 77.46 | |
Mid-America Apartment (MAA) | 0.0 | $22k | 155.00 | 141.94 | |
Cree | 0.0 | $22k | 200.00 | 110.00 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $22k | 100.00 | 220.00 | |
Stryker Corporation (SYK) | 0.0 | $22k | 90.00 | 244.44 | |
Ballard Pwr Sys (BLDP) | 0.0 | $22k | 900.00 | 24.44 | |
Realty Income (O) | 0.0 | $21k | 330.00 | 63.64 | |
Diebold Incorporated | 0.0 | $21k | 1.5k | 14.00 | |
Air Products & Chemicals (APD) | 0.0 | $21k | 75.00 | 280.00 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $21k | 250.00 | 84.00 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $21k | 80.00 | 262.50 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $20k | 300.00 | 66.67 | |
Prologis (PLD) | 0.0 | $20k | 190.00 | 105.26 | |
Oneok (OKE) | 0.0 | $20k | 400.00 | 50.00 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $19k | 200.00 | 95.00 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $19k | 500.00 | 38.00 | |
AECOM Technology Corporation (ACM) | 0.0 | $19k | 300.00 | 63.33 | |
P.A.M. Transportation Services (PTSI) | 0.0 | $19k | 300.00 | 63.33 | |
Annaly Capital Management | 0.0 | $19k | 2.2k | 8.49 | |
Chimera Invt Corp Com New (CIM) | 0.0 | $18k | 1.4k | 13.00 | |
Neogen Corporation (NEOG) | 0.0 | $18k | 200.00 | 90.00 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $18k | 200.00 | 90.00 | |
Alector (ALEC) | 0.0 | $18k | 900.00 | 20.00 | |
Kearny Finl Corp Md (KRNY) | 0.0 | $17k | 1.4k | 12.14 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $17k | 50.00 | 340.00 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $17k | 1.0k | 17.00 | |
Chegg (CHGG) | 0.0 | $17k | 200.00 | 85.00 | |
Endava Ads (DAVA) | 0.0 | $17k | 200.00 | 85.00 | |
Chewy Cl A (CHWY) | 0.0 | $17k | 200.00 | 85.00 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $16k | 58.00 | 275.86 | |
Nucor Corporation (NUE) | 0.0 | $16k | 200.00 | 80.00 | |
Morgan Stanley Com New (MS) | 0.0 | $16k | 200.00 | 80.00 | |
Key (KEY) | 0.0 | $16k | 1.0k | 16.00 | |
Welltower Inc Com reit (WELL) | 0.0 | $16k | 230.00 | 69.57 | |
Enbridge (ENB) | 0.0 | $15k | 400.00 | 37.50 | |
Arista Networks (ANET) | 0.0 | $15k | 50.00 | 300.00 | |
Capital Bancorp (CBNK) | 0.0 | $15k | 800.00 | 18.75 | |
Dupont De Nemours (DD) | 0.0 | $15k | 463.00 | 32.40 | |
Eastman Kodak Com New (KODK) | 0.0 | $14k | 1.8k | 7.78 | |
FedEx Corporation (FDX) | 0.0 | $14k | 50.00 | 280.00 | |
PPL Corporation (PPL) | 0.0 | $14k | 500.00 | 28.00 | |
Clean Energy Fuels (CLNE) | 0.0 | $14k | 1.0k | 14.00 | |
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $14k | 200.00 | 70.00 | |
Seagen | 0.0 | $14k | 100.00 | 140.00 | |
Quantumscape Corp Com Cl A (QS) | 0.0 | $14k | 320.00 | 43.75 | |
Hovnanian Enterprises Cl A New (HOV) | 0.0 | $14k | 130.00 | 107.69 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $14k | 150.00 | 93.33 | |
General Mills (GIS) | 0.0 | $13k | 209.00 | 62.20 | |
International Business Machines (IBM) | 0.0 | $13k | 100.00 | 130.00 | |
Applied Materials (AMAT) | 0.0 | $13k | 100.00 | 130.00 | |
ACADIA Pharmaceuticals (ACAD) | 0.0 | $13k | 500.00 | 26.00 | |
Te Connectivity Reg Shs (TEL) | 0.0 | $13k | 100.00 | 130.00 | |
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $13k | 400.00 | 32.50 | |
Exelon Corporation (EXC) | 0.0 | $13k | 300.00 | 43.33 | |
Flex Ord (FLEX) | 0.0 | $13k | 700.00 | 18.57 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $12k | 2.5k | 4.80 | |
Amgen (AMGN) | 0.0 | $12k | 50.00 | 240.00 | |
Anika Therapeutics (ANIK) | 0.0 | $12k | 300.00 | 40.00 | |
Ishares Msci Emrg Chn (EMXC) | 0.0 | $12k | 200.00 | 60.00 | |
Dish Network Corporation Cl A | 0.0 | $11k | 300.00 | 36.67 | |
Glaxosmithkline Sponsored Adr | 0.0 | $11k | 300.00 | 36.67 | |
First Tr Morningstar Divid L SHS (FDL) | 0.0 | $11k | 350.00 | 31.43 | |
Canopy Gro | 0.0 | $11k | 350.00 | 31.43 | |
International Paper Company (IP) | 0.0 | $11k | 200.00 | 55.00 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $11k | 100.00 | 110.00 | |
Two Hbrs Invt Corp Com New | 0.0 | $11k | 1.5k | 7.33 | |
Healthcare Tr Amer Cl A New | 0.0 | $10k | 377.00 | 26.53 | |
Sally Beauty Holdings (SBH) | 0.0 | $10k | 500.00 | 20.00 | |
Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.0 | $10k | 250.00 | 40.00 | |
Parker-Hannifin Corporation (PH) | 0.0 | $10k | 31.00 | 322.58 | |
Chemours (CC) | 0.0 | $9.0k | 323.00 | 27.86 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $9.0k | 250.00 | 36.00 | |
Builders FirstSource (BLDR) | 0.0 | $9.0k | 200.00 | 45.00 | |
Global Partners Com Units (GLP) | 0.0 | $9.0k | 400.00 | 22.50 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $9.0k | 100.00 | 90.00 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $9.0k | 200.00 | 45.00 | |
Flexion Therapeutics | 0.0 | $9.0k | 1.0k | 9.00 | |
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $9.0k | 300.00 | 30.00 | |
T. Rowe Price (TROW) | 0.0 | $8.0k | 48.00 | 166.67 | |
Penske Automotive (PAG) | 0.0 | $8.0k | 100.00 | 80.00 | |
Zynex (ZYXI) | 0.0 | $8.0k | 500.00 | 16.00 | |
Ingevity (NGVT) | 0.0 | $8.0k | 100.00 | 80.00 | |
Ellington Financial Inc ellington financ (EFC) | 0.0 | $7.0k | 425.00 | 16.47 | |
Becton, Dickinson and (BDX) | 0.0 | $7.0k | 27.00 | 259.26 | |
ConocoPhillips (COP) | 0.0 | $7.0k | 200.00 | 35.00 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $7.0k | 25.00 | 280.00 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $7.0k | 50.00 | 140.00 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $7.0k | 75.00 | 93.33 | |
Toyota Motor Corp Sp Adr Rep2com (TM) | 0.0 | $6.0k | 36.00 | 166.67 | |
Trane Technologies SHS (TT) | 0.0 | $6.0k | 34.00 | 176.47 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $6.0k | 20.00 | 300.00 | |
Waterstone Financial (WSBF) | 0.0 | $6.0k | 300.00 | 20.00 | |
Anthem (ELV) | 0.0 | $6.0k | 16.00 | 375.00 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $6.0k | 250.00 | 24.00 | |
Purple Innovatio (PRPL) | 0.0 | $6.0k | 200.00 | 30.00 | |
Humana (HUM) | 0.0 | $6.0k | 14.00 | 428.57 | |
stock | 0.0 | $6.0k | 42.00 | 142.86 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $6.0k | 82.00 | 73.17 | |
Sciplay Corporation Cl A | 0.0 | $5.0k | 300.00 | 16.67 | |
Danimer Scientific Com Cl A (DNMR) | 0.0 | $5.0k | 120.00 | 41.67 | |
Jabil Circuit (JBL) | 0.0 | $5.0k | 100.00 | 50.00 | |
Boston Properties (BXP) | 0.0 | $5.0k | 50.00 | 100.00 | |
Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $5.0k | 100.00 | 50.00 | |
Tc Energy Corp (TRP) | 0.0 | $5.0k | 100.00 | 50.00 | |
Star Peak Energy Transition Cl A | 0.0 | $4.0k | 150.00 | 26.67 | |
Leggett & Platt (LEG) | 0.0 | $4.0k | 95.00 | 42.11 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $4.0k | 65.00 | 61.54 | |
V.F. Corporation (VFC) | 0.0 | $4.0k | 50.00 | 80.00 | |
Omni (OMC) | 0.0 | $4.0k | 50.00 | 80.00 | |
Yamana Gold | 0.0 | $4.0k | 1.0k | 4.00 | |
Orbcomm | 0.0 | $4.0k | 500.00 | 8.00 | |
Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.0 | $4.0k | 200.00 | 20.00 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.0 | $4.0k | 84.00 | 47.62 | |
Ford Motor Company (F) | 0.0 | $4.0k | 300.00 | 13.33 | |
Alkermes SHS (ALKS) | 0.0 | $3.0k | 150.00 | 20.00 | |
Outfront Media (OUT) | 0.0 | $3.0k | 150.00 | 20.00 | |
Liberty Media Corp Del Com A Braves Grp | 0.0 | $3.0k | 100.00 | 30.00 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $3.0k | 26.00 | 115.38 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $3.0k | 52.00 | 57.69 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $3.0k | 22.00 | 136.36 | |
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.0 | $3.0k | 58.00 | 51.72 | |
Ishares Tr Global Reit Etf (REET) | 0.0 | $3.0k | 126.00 | 23.81 | |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $3.0k | 105.00 | 28.57 | |
Gritstone Oncology Ord (GRTS) | 0.0 | $3.0k | 351.00 | 8.55 | |
Dbv Technologies S A Sponsored Adr (DBVT) | 0.0 | $2.0k | 300.00 | 6.67 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $2.0k | 37.00 | 54.05 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.0k | 19.00 | 105.26 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.0k | 11.00 | 181.82 | |
Penn National Gaming (PENN) | 0.0 | $2.0k | 21.00 | 95.24 | |
Northwest Pipe Company (NWPX) | 0.0 | $2.0k | 50.00 | 40.00 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $2.0k | 16.00 | 125.00 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.0k | 25.00 | 80.00 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $2.0k | 84.00 | 23.81 | |
Paysafe Ord | 0.0 | $2.0k | 150.00 | 13.33 | |
Novagold Res Com New (NG) | 0.0 | $2.0k | 249.00 | 8.03 | |
Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $1.0k | 29.00 | 34.48 | |
Unilever Spon Adr New (UL) | 0.0 | $1.0k | 24.00 | 41.67 | |
Brighthouse Finl (BHF) | 0.0 | $1.0k | 18.00 | 55.56 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.0k | 15.00 | 66.67 | |
Advansix (ASIX) | 0.0 | $1.0k | 28.00 | 35.71 | |
Allegion Ord Shs (ALLE) | 0.0 | $1.0k | 11.00 | 90.91 | |
Nike CL B (NKE) | 0.0 | $1.0k | 4.00 | 250.00 | |
Netflix (NFLX) | 0.0 | $1.0k | 2.00 | 500.00 | |
Kopin Corporation (KOPN) | 0.0 | $1.0k | 100.00 | 10.00 | |
Wabtec Corporation (WAB) | 0.0 | $1.0k | 8.00 | 125.00 | |
Cel-sci Corp Com Par New (CVM) | 0.0 | $1.0k | 40.00 | 25.00 | |
Foley Trasimene Acquistn Cor Com Cl A | 0.0 | $1.0k | 100.00 | 10.00 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $999.999000 | 70.00 | 14.29 | |
Plug Power Com New (PLUG) | 0.0 | $999.999000 | 30.00 | 33.33 | |
Ishares Tr Msci Intl Multft (INTF) | 0.0 | $999.999000 | 35.00 | 28.57 | |
Ingersoll Rand (IR) | 0.0 | $999.999000 | 30.00 | 33.33 | |
Forest Road Acquisition Cl A Ord | 0.0 | $999.997800 | 79.00 | 12.66 | |
General Motors Company (GM) | 0.0 | $0 | 2.00 | 0.00 | |
Now (DNOW) | 0.0 | $0 | 25.00 | 0.00 | |
Brainstorm Cell Therapeutics Com New (BCLI) | 0.0 | $0 | 100.00 | 0.00 | |
Trilogy Metals (TMQ) | 0.0 | $0 | 4.00 | 0.00 | |
Adient Ord Shs (ADNT) | 0.0 | $0 | 9.00 | 0.00 | |
Perspecta | 0.0 | $0 | 12.00 | 0.00 | |
Nikola Corp (NKLA) | 0.0 | $0 | 10.00 | 0.00 |