Mark Sheptoff Financial Planning as of Dec. 31, 2021
Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 468 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.3 | $19M | 58k | 336.32 | |
Nextera Energy (NEE) | 8.9 | $19M | 201k | 93.36 | |
UnitedHealth (UNH) | 7.7 | $16M | 32k | 502.13 | |
Apple (AAPL) | 4.8 | $10M | 57k | 177.57 | |
Pepsi (PEP) | 4.4 | $9.2M | 53k | 173.71 | |
Abbott Laboratories (ABT) | 3.8 | $8.0M | 57k | 140.73 | |
Veeva Sys Cl A Com (VEEV) | 3.6 | $7.5M | 29k | 255.48 | |
Johnson & Johnson (JNJ) | 3.5 | $7.3M | 43k | 171.06 | |
Tesla Motors (TSLA) | 3.4 | $7.0M | 6.7k | 1056.85 | |
Hormel Foods Corporation (HRL) | 2.6 | $5.5M | 113k | 48.81 | |
Abbvie (ABBV) | 2.0 | $4.3M | 32k | 135.40 | |
Pfizer (PFE) | 1.7 | $3.5M | 59k | 59.05 | |
American Water Works (AWK) | 1.6 | $3.4M | 18k | 188.88 | |
Smucker J M Com New (SJM) | 1.6 | $3.3M | 25k | 135.82 | |
Mondelez Intl Cl A (MDLZ) | 1.4 | $2.9M | 44k | 66.31 | |
Constellation Brands Cl A (STZ) | 1.3 | $2.6M | 10k | 250.96 | |
Paypal Holdings (PYPL) | 1.2 | $2.6M | 14k | 188.59 | |
Visa Com Cl A (V) | 1.1 | $2.3M | 11k | 216.74 | |
Coca-Cola Company (KO) | 1.1 | $2.3M | 38k | 59.20 | |
General Dynamics Corporation (GD) | 1.1 | $2.2M | 11k | 208.42 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.2M | 7.4k | 298.95 | |
Home Depot (HD) | 0.9 | $2.0M | 4.8k | 415.03 | |
American Electric Power Company (AEP) | 0.9 | $1.8M | 21k | 88.99 | |
Honeywell International (HON) | 0.9 | $1.8M | 8.7k | 208.55 | |
Procter & Gamble Company (PG) | 0.8 | $1.7M | 11k | 163.61 | |
Costco Wholesale Corporation (COST) | 0.8 | $1.7M | 3.0k | 567.57 | |
United Parcel Service CL B (UPS) | 0.8 | $1.7M | 7.9k | 214.39 | |
Zim Integrated Shipping Serv SHS (ZIM) | 0.8 | $1.6M | 27k | 58.88 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $1.6M | 7.1k | 219.66 | |
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.7 | $1.5M | 13k | 112.16 | |
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.7 | $1.4M | 23k | 60.64 | |
Ryan Specialty Group Hldgs I Cl A (RYAN) | 0.7 | $1.4M | 34k | 40.35 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.3M | 7.5k | 171.71 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.6 | $1.3M | 15k | 84.39 | |
CVS Caremark Corporation (CVS) | 0.5 | $1.1M | 11k | 103.20 | |
Verizon Communications (VZ) | 0.5 | $1.0M | 20k | 51.96 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.0M | 2.8k | 355.45 | |
L3harris Technologies (LHX) | 0.5 | $984k | 4.6k | 213.31 | |
Toro Company (TTC) | 0.5 | $981k | 9.8k | 99.92 | |
Cooper Cos Com New | 0.5 | $976k | 2.3k | 418.70 | |
NVIDIA Corporation (NVDA) | 0.5 | $954k | 3.2k | 293.99 | |
Danaher Corporation (DHR) | 0.5 | $952k | 2.9k | 328.96 | |
Wal-Mart Stores (WMT) | 0.4 | $926k | 6.4k | 144.64 | |
Timken Company (TKR) | 0.4 | $919k | 13k | 73.44 | |
Clorox Company (CLX) | 0.4 | $889k | 5.1k | 174.31 | |
Lauder Estee Cos Cl A (EL) | 0.4 | $881k | 2.4k | 370.17 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.4 | $784k | 6.0k | 130.67 | |
McDonald's Corporation (MCD) | 0.4 | $773k | 2.9k | 268.22 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $768k | 1.6k | 474.95 | |
Dynatrace Com New (DT) | 0.4 | $767k | 13k | 60.34 | |
Amazon (AMZN) | 0.4 | $764k | 229.00 | 3336.24 | |
Blackstone Group Inc Com Cl A (BX) | 0.4 | $754k | 5.8k | 129.44 | |
Colgate-Palmolive Company (CL) | 0.3 | $729k | 8.5k | 85.36 | |
Atkore Intl (ATKR) | 0.3 | $714k | 6.4k | 111.13 | |
Texas Instruments Incorporated (TXN) | 0.3 | $704k | 3.7k | 188.49 | |
Micron Technology (MU) | 0.3 | $657k | 7.1k | 93.19 | |
Granite Construction (GVA) | 0.3 | $619k | 16k | 38.69 | |
Walt Disney Company (DIS) | 0.3 | $600k | 3.9k | 154.96 | |
Hartford Financial Services (HIG) | 0.3 | $593k | 8.6k | 69.07 | |
Neogenomics Com New (NEO) | 0.3 | $583k | 17k | 34.09 | |
3M Company (MMM) | 0.3 | $558k | 3.1k | 177.59 | |
Advanced Micro Devices (AMD) | 0.3 | $558k | 3.9k | 144.00 | |
Rivian Automotive Com Cl A (RIVN) | 0.3 | $542k | 5.2k | 103.73 | |
Medtronic SHS (MDT) | 0.2 | $520k | 5.0k | 103.46 | |
Quaker Chemical Corporation (KWR) | 0.2 | $508k | 2.2k | 230.91 | |
Duke Energy Corp Com New (DUK) | 0.2 | $495k | 4.7k | 104.92 | |
Novartis Sponsored Adr (NVS) | 0.2 | $474k | 5.4k | 87.52 | |
Cerner Corporation | 0.2 | $474k | 5.1k | 92.94 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $454k | 157.00 | 2891.72 | |
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) | 0.2 | $441k | 2.9k | 153.39 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $439k | 3.1k | 142.81 | |
Southern Company (SO) | 0.2 | $423k | 6.2k | 68.50 | |
Eli Lilly & Co. (LLY) | 0.2 | $417k | 1.5k | 276.16 | |
Target Corporation (TGT) | 0.2 | $411k | 1.8k | 231.55 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $410k | 1.1k | 359.65 | |
Alliant Energy Corporation (LNT) | 0.2 | $372k | 6.1k | 61.49 | |
Public Service Enterprise (PEG) | 0.2 | $364k | 5.5k | 66.79 | |
Codexis (CDXS) | 0.2 | $353k | 11k | 31.24 | |
CSX Corporation (CSX) | 0.2 | $344k | 9.2k | 37.59 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $318k | 1.6k | 205.03 | |
Travelers Companies (TRV) | 0.1 | $310k | 2.0k | 156.33 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $310k | 2.0k | 158.49 | |
Consolidated Edison (ED) | 0.1 | $290k | 3.4k | 85.29 | |
At&t (T) | 0.1 | $284k | 12k | 24.59 | |
Waste Management (WM) | 0.1 | $284k | 1.7k | 167.06 | |
O'reilly Automotive (ORLY) | 0.1 | $282k | 400.00 | 705.00 | |
Jabil Circuit (JBL) | 0.1 | $281k | 4.0k | 70.25 | |
Marsh & McLennan Companies (MMC) | 0.1 | $280k | 1.6k | 174.02 | |
Global X Fds Lithium Btry Etf (LIT) | 0.1 | $279k | 3.3k | 84.55 | |
Lowe's Companies (LOW) | 0.1 | $279k | 1.1k | 258.09 | |
Cisco Systems (CSCO) | 0.1 | $272k | 4.3k | 63.26 | |
Diageo Spon Adr New (DEO) | 0.1 | $270k | 1.2k | 220.05 | |
Merck & Co (MRK) | 0.1 | $260k | 3.4k | 76.63 | |
Oge Energy Corp (OGE) | 0.1 | $253k | 6.6k | 38.33 | |
Genuine Parts Company (GPC) | 0.1 | $252k | 1.8k | 140.00 | |
Quanta Services (PWR) | 0.1 | $247k | 2.2k | 114.88 | |
Fiserv (FI) | 0.1 | $247k | 2.4k | 103.96 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $245k | 1.0k | 241.38 | |
Meta Platforms Cl A (META) | 0.1 | $244k | 726.00 | 336.09 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $243k | 84.00 | 2892.86 | |
Qualcomm (QCOM) | 0.1 | $238k | 1.3k | 183.22 | |
Church & Dwight (CHD) | 0.1 | $226k | 2.2k | 102.73 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $217k | 400.00 | 542.50 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $206k | 4.1k | 50.24 | |
eBay (EBAY) | 0.1 | $200k | 3.0k | 66.67 | |
Veracyte (VCYT) | 0.1 | $196k | 4.8k | 41.26 | |
Raytheon Technologies Corp (RTX) | 0.1 | $196k | 2.3k | 86.08 | |
Datadog Cl A Com (DDOG) | 0.1 | $196k | 1.1k | 178.18 | |
Norfolk Southern (NSC) | 0.1 | $194k | 650.00 | 298.46 | |
Exxon Mobil Corporation (XOM) | 0.1 | $189k | 3.1k | 61.13 | |
HEICO Corporation (HEI) | 0.1 | $187k | 1.3k | 144.40 | |
Intel Corporation (INTC) | 0.1 | $181k | 3.5k | 51.39 | |
Starbucks Corporation (SBUX) | 0.1 | $177k | 1.5k | 117.22 | |
United Rentals (URI) | 0.1 | $166k | 500.00 | 332.00 | |
Otis Worldwide Corp (OTIS) | 0.1 | $159k | 1.8k | 86.89 | |
Bristol Myers Squibb (BMY) | 0.1 | $155k | 2.5k | 62.53 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $150k | 1.3k | 112.36 | |
Zoetis Cl A (ZTS) | 0.1 | $150k | 614.00 | 244.30 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $148k | 372.00 | 397.85 | |
Rite Aid Corporation (RADCQ) | 0.1 | $144k | 9.8k | 14.70 | |
EOG Resources (EOG) | 0.1 | $142k | 1.6k | 88.75 | |
Broadcom (AVGO) | 0.1 | $140k | 210.00 | 666.67 | |
EnerSys (ENS) | 0.1 | $136k | 1.7k | 78.84 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $136k | 1.5k | 92.20 | |
Carrier Global Corporation (CARR) | 0.1 | $124k | 2.3k | 54.39 | |
Carlisle Companies (CSL) | 0.1 | $124k | 501.00 | 247.50 | |
Corteva (CTVA) | 0.1 | $121k | 2.6k | 47.41 | |
Union Pacific Corporation (UNP) | 0.1 | $118k | 470.00 | 251.06 | |
Enbridge (ENB) | 0.1 | $117k | 3.0k | 39.00 | |
Hca Holdings (HCA) | 0.1 | $116k | 450.00 | 257.78 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $114k | 238.00 | 478.99 | |
Jefferies Finl Group (JEF) | 0.1 | $113k | 2.9k | 38.97 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $112k | 1.1k | 104.19 | |
Jacobs Engineering | 0.1 | $111k | 800.00 | 138.75 | |
Emerson Electric (EMR) | 0.1 | $108k | 1.2k | 92.94 | |
Textainer Group Holdings SHS | 0.1 | $107k | 3.0k | 35.67 | |
Paycom Software (PAYC) | 0.0 | $104k | 250.00 | 416.00 | |
Eversource Energy (ES) | 0.0 | $101k | 1.1k | 90.66 | |
Alcon Ord Shs (ALC) | 0.0 | $97k | 1.1k | 87.23 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $95k | 150.00 | 633.33 | |
Boeing Company (BA) | 0.0 | $93k | 476.00 | 195.38 | |
M/I Homes (MHO) | 0.0 | $88k | 1.4k | 61.97 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $87k | 270.00 | 322.22 | |
Fortune Brands (FBIN) | 0.0 | $86k | 800.00 | 107.50 | |
Genmab A/s Sponsored Ads (GMAB) | 0.0 | $83k | 2.1k | 39.52 | |
Aptiv SHS (APTV) | 0.0 | $82k | 500.00 | 164.00 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $82k | 145.00 | 565.52 | |
American Tower Reit (AMT) | 0.0 | $80k | 273.00 | 293.04 | |
Chevron Corporation (CVX) | 0.0 | $79k | 670.00 | 117.91 | |
Oneok (OKE) | 0.0 | $77k | 1.3k | 58.64 | |
Citigroup Com New (C) | 0.0 | $75k | 1.2k | 60.48 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $74k | 1.0k | 71.84 | |
Palo Alto Networks (PANW) | 0.0 | $74k | 133.00 | 556.39 | |
Chubb (CB) | 0.0 | $72k | 374.00 | 192.51 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $72k | 200.00 | 360.00 | |
Block Cl A (SQ) | 0.0 | $70k | 435.00 | 160.92 | |
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.0 | $68k | 4.2k | 16.19 | |
Corning Incorporated (GLW) | 0.0 | $67k | 1.8k | 37.22 | |
Bofi Holding (AX) | 0.0 | $67k | 1.2k | 55.83 | |
Genworth Finl Com Cl A (GNW) | 0.0 | $66k | 15k | 4.37 | |
Prologis (PLD) | 0.0 | $66k | 390.00 | 169.23 | |
Roku Com Cl A (ROKU) | 0.0 | $66k | 290.00 | 227.59 | |
West Pharmaceutical Services (WST) | 0.0 | $65k | 138.00 | 471.01 | |
Xilinx | 0.0 | $64k | 300.00 | 213.33 | |
Wec Energy Group (WEC) | 0.0 | $63k | 650.00 | 96.92 | |
Thermo Fisher Scientific (TMO) | 0.0 | $63k | 95.00 | 663.16 | |
Edwards Lifesciences (EW) | 0.0 | $62k | 480.00 | 129.17 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $61k | 475.00 | 128.42 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $61k | 504.00 | 121.03 | |
Tractor Supply Company (TSCO) | 0.0 | $60k | 250.00 | 240.00 | |
Antero Res (AR) | 0.0 | $60k | 3.5k | 17.39 | |
Illinois Tool Works (ITW) | 0.0 | $59k | 239.00 | 246.86 | |
Portland Gen Elec Com New (POR) | 0.0 | $58k | 1.1k | 52.73 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $58k | 850.00 | 68.24 | |
Arista Networks (ANET) | 0.0 | $58k | 400.00 | 145.00 | |
Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $57k | 1.3k | 44.88 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $57k | 310.00 | 183.87 | |
Automatic Data Processing (ADP) | 0.0 | $57k | 231.00 | 246.75 | |
MetLife (MET) | 0.0 | $56k | 900.00 | 62.22 | |
Electronic Arts (EA) | 0.0 | $55k | 420.00 | 130.95 | |
Prudential Financial (PRU) | 0.0 | $54k | 500.00 | 108.00 | |
Evoqua Water Technologies Corp | 0.0 | $51k | 1.1k | 46.36 | |
DaVita (DVA) | 0.0 | $46k | 400.00 | 115.00 | |
DNP Select Income Fund (DNP) | 0.0 | $46k | 4.2k | 10.98 | |
Timkensteel (MTUS) | 0.0 | $45k | 2.8k | 16.33 | |
Bank of America Corporation (BAC) | 0.0 | $43k | 965.00 | 44.56 | |
Southwest Airlines (LUV) | 0.0 | $43k | 1.0k | 43.00 | |
Harmony Biosciences Hldgs In (HRMY) | 0.0 | $43k | 1.0k | 43.00 | |
Unity Software (U) | 0.0 | $43k | 300.00 | 143.33 | |
Us Bancorp Del Com New (USB) | 0.0 | $42k | 746.00 | 56.30 | |
Vulcan Materials Company (VMC) | 0.0 | $42k | 200.00 | 210.00 | |
Avantor (AVTR) | 0.0 | $42k | 1.0k | 42.00 | |
Paychex (PAYX) | 0.0 | $41k | 300.00 | 136.67 | |
Morgan Stanley Com New (MS) | 0.0 | $40k | 412.00 | 97.09 | |
Marathon Petroleum Corp (MPC) | 0.0 | $40k | 625.00 | 64.00 | |
Dupont De Nemours (DD) | 0.0 | $39k | 484.00 | 80.58 | |
Open Text Corp (OTEX) | 0.0 | $39k | 817.00 | 47.74 | |
Alkermes SHS (ALKS) | 0.0 | $38k | 1.7k | 23.03 | |
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $38k | 3.5k | 10.86 | |
Steel Dynamics (STLD) | 0.0 | $37k | 600.00 | 61.67 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $37k | 459.00 | 80.61 | |
Evergy (EVRG) | 0.0 | $37k | 538.00 | 68.77 | |
Ares Capital Corporation (ARCC) | 0.0 | $36k | 1.7k | 21.18 | |
Arbor Realty Trust (ABR) | 0.0 | $36k | 1.9k | 18.48 | |
Mid-America Apartment (MAA) | 0.0 | $36k | 155.00 | 232.26 | |
Western Union Company (WU) | 0.0 | $36k | 2.0k | 18.00 | |
Encore Wire Corporation (WIRE) | 0.0 | $36k | 250.00 | 144.00 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $36k | 300.00 | 120.00 | |
Generac Holdings (GNRC) | 0.0 | $35k | 100.00 | 350.00 | |
Viatris (VTRS) | 0.0 | $34k | 2.5k | 13.57 | |
Cleveland-cliffs (CLF) | 0.0 | $34k | 1.6k | 21.94 | |
Fortive (FTV) | 0.0 | $34k | 450.00 | 75.56 | |
Endava Ads (DAVA) | 0.0 | $34k | 200.00 | 170.00 | |
IDEXX Laboratories (IDXX) | 0.0 | $33k | 50.00 | 660.00 | |
Sterling Construction Company (STRL) | 0.0 | $32k | 1.2k | 26.67 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $32k | 750.00 | 42.67 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $31k | 425.00 | 72.94 | |
Roblox Corp Cl A (RBLX) | 0.0 | $31k | 300.00 | 103.33 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $30k | 450.00 | 66.67 | |
Phillips 66 (PSX) | 0.0 | $30k | 420.00 | 71.43 | |
Chesapeake Utilities Corporation (CPK) | 0.0 | $30k | 206.00 | 145.63 | |
Alpha & Omega Semiconductor SHS (AOSL) | 0.0 | $30k | 500.00 | 60.00 | |
Store Capital Corp reit | 0.0 | $29k | 850.00 | 34.12 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $28k | 362.00 | 77.35 | |
SYSCO Corporation (SYY) | 0.0 | $27k | 338.00 | 79.88 | |
Caterpillar (CAT) | 0.0 | $27k | 132.00 | 204.55 | |
GDL Com Sh Ben It (GDL) | 0.0 | $27k | 3.0k | 9.00 | |
CMS Energy Corporation (CMS) | 0.0 | $26k | 400.00 | 65.00 | |
CarMax (KMX) | 0.0 | $26k | 200.00 | 130.00 | |
Kellogg Company (K) | 0.0 | $26k | 400.00 | 65.00 | |
Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $26k | 1.0k | 26.00 | |
Tecnoglass SHS (TGLS) | 0.0 | $26k | 1.0k | 26.00 | |
Biontech Se Sponsored Ads (BNTX) | 0.0 | $26k | 100.00 | 260.00 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $26k | 1.7k | 15.03 | |
Dow (DOW) | 0.0 | $26k | 463.00 | 56.16 | |
Ishares Msci Gbl Gold Mn (RING) | 0.0 | $26k | 950.00 | 27.37 | |
Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $26k | 1.4k | 18.57 | |
Realty Income (O) | 0.0 | $24k | 330.00 | 72.73 | |
Stryker Corporation (SYK) | 0.0 | $24k | 90.00 | 266.67 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $24k | 166.00 | 144.58 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $23k | 300.00 | 76.67 | |
Air Products & Chemicals (APD) | 0.0 | $23k | 75.00 | 306.67 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $23k | 80.00 | 287.50 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $23k | 100.00 | 230.00 | |
General Mills (GIS) | 0.0 | $23k | 339.00 | 67.85 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $23k | 158.00 | 145.57 | |
Regions Financial Corporation (RF) | 0.0 | $22k | 1.0k | 22.00 | |
Wolfspeed (WOLF) | 0.0 | $22k | 200.00 | 110.00 | |
Chimera Invt Corp Com New (CIM) | 0.0 | $21k | 1.4k | 15.16 | |
Saratoga Invt Corp Com New (SAR) | 0.0 | $21k | 700.00 | 30.00 | |
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $21k | 615.00 | 34.15 | |
Welltower Inc Com reit (WELL) | 0.0 | $20k | 230.00 | 86.96 | |
Exelon Corporation (EXC) | 0.0 | $20k | 353.00 | 56.66 | |
ConAgra Foods (CAG) | 0.0 | $20k | 600.00 | 33.33 | |
Altria (MO) | 0.0 | $19k | 391.00 | 48.59 | |
The Trade Desk Com Cl A (TTD) | 0.0 | $19k | 210.00 | 90.48 | |
Abb Sponsored Adr (ABBNY) | 0.0 | $19k | 500.00 | 38.00 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $19k | 1.0k | 19.00 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $19k | 350.00 | 54.29 | |
Alector (ALEC) | 0.0 | $19k | 900.00 | 21.11 | |
Neogen Corporation (NEOG) | 0.0 | $18k | 400.00 | 45.00 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $18k | 50.00 | 360.00 | |
Phillips 66 Partners Com Unit Rep Int | 0.0 | $18k | 500.00 | 36.00 | |
Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $18k | 300.00 | 60.00 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $18k | 155.00 | 116.13 | |
Tilray Com Cl 2 (TLRY) | 0.0 | $18k | 2.5k | 7.16 | |
Annaly Capital Management | 0.0 | $17k | 2.2k | 7.60 | |
Builders FirstSource (BLDR) | 0.0 | $17k | 200.00 | 85.00 | |
Alpha Architect Etf Tr Freedom 100 Em (FRDM) | 0.0 | $17k | 500.00 | 34.00 | |
Lemonade (LMND) | 0.0 | $17k | 400.00 | 42.50 | |
Luminar Technologies Com Cl A (LAZR) | 0.0 | $17k | 1.0k | 17.00 | |
Hovnanian Enterprises Cl A New (HOV) | 0.0 | $17k | 130.00 | 130.77 | |
Nucor Corporation (NUE) | 0.0 | $17k | 150.00 | 113.33 | |
Glaxosmithkline Sponsored Adr | 0.0 | $17k | 382.00 | 44.50 | |
Applied Materials (AMAT) | 0.0 | $16k | 100.00 | 160.00 | |
Key (KEY) | 0.0 | $16k | 1.0k | 16.00 | |
Te Connectivity SHS (TEL) | 0.0 | $16k | 100.00 | 160.00 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $15k | 300.00 | 50.00 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $15k | 150.00 | 100.00 | |
Novocure Ord Shs (NVCR) | 0.0 | $15k | 200.00 | 75.00 | |
Apollo Med Hldgs Com New (ASTH) | 0.0 | $15k | 200.00 | 75.00 | |
Seagen | 0.0 | $15k | 100.00 | 150.00 | |
Listed Fd Tr Roundhill Ball (METV) | 0.0 | $15k | 1.0k | 15.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $14k | 500.00 | 28.00 | |
Dollar Tree (DLTR) | 0.0 | $14k | 100.00 | 140.00 | |
Crown Castle Intl (CCI) | 0.0 | $14k | 65.00 | 215.38 | |
Enterprise Products Partners (EPD) | 0.0 | $14k | 620.00 | 22.58 | |
Diebold Nixdorf Com Stk | 0.0 | $14k | 1.5k | 9.33 | |
Healthcare Tr Amer Cl A New | 0.0 | $13k | 377.00 | 34.48 | |
FedEx Corporation (FDX) | 0.0 | $13k | 50.00 | 260.00 | |
International Business Machines (IBM) | 0.0 | $13k | 100.00 | 130.00 | |
Beyond Meat (BYND) | 0.0 | $13k | 200.00 | 65.00 | |
Cme (CME) | 0.0 | $13k | 55.00 | 236.36 | |
Wells Fargo & Company (WFC) | 0.0 | $13k | 276.00 | 47.10 | |
Flex Ord (FLEX) | 0.0 | $13k | 700.00 | 18.57 | |
Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $13k | 750.00 | 17.33 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $12k | 2.5k | 4.80 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $12k | 20.00 | 600.00 | |
Ishares Msci Sth Kor Etf (EWY) | 0.0 | $12k | 160.00 | 75.00 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $12k | 100.00 | 120.00 | |
Zillow Group Cl A (ZG) | 0.0 | $12k | 200.00 | 60.00 | |
Chewy Cl A (CHWY) | 0.0 | $12k | 200.00 | 60.00 | |
Rumbleon Com Cl B (RMBL) | 0.0 | $12k | 300.00 | 40.00 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $12k | 109.00 | 110.09 | |
First Tr Morningstar Divid L SHS (FDL) | 0.0 | $12k | 350.00 | 34.29 | |
Growgeneration Corp (GRWG) | 0.0 | $12k | 900.00 | 13.33 | |
Pennantpark Floating Rate Capi (PFLT) | 0.0 | $11k | 850.00 | 12.94 | |
First Horizon National Corporation (FHN) | 0.0 | $11k | 650.00 | 16.92 | |
Anika Therapeutics (ANIK) | 0.0 | $11k | 300.00 | 36.67 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $11k | 36.00 | 305.56 | |
Amgen (AMGN) | 0.0 | $11k | 50.00 | 220.00 | |
Penske Automotive (PAG) | 0.0 | $11k | 100.00 | 110.00 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $11k | 100.00 | 110.00 | |
Superior Uniform (SGC) | 0.0 | $11k | 500.00 | 22.00 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $11k | 100.00 | 110.00 | |
Chemours (CC) | 0.0 | $11k | 323.00 | 34.06 | |
Crescent Energy Company Cl A Com (CRGY) | 0.0 | $10k | 800.00 | 12.50 | |
Parker-Hannifin Corporation (PH) | 0.0 | $10k | 31.00 | 322.58 | |
General Electric Com New (GE) | 0.0 | $10k | 106.00 | 94.34 | |
Ford Motor Company (F) | 0.0 | $10k | 503.00 | 19.88 | |
Dish Network Corporation Cl A | 0.0 | $10k | 300.00 | 33.33 | |
EQT Corporation (EQT) | 0.0 | $10k | 450.00 | 22.22 | |
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $9.0k | 362.00 | 24.86 | |
Baxter International (BAX) | 0.0 | $9.0k | 100.00 | 90.00 | |
Stanley Black & Decker (SWK) | 0.0 | $9.0k | 50.00 | 180.00 | |
T. Rowe Price (TROW) | 0.0 | $9.0k | 48.00 | 187.50 | |
International Paper Company (IP) | 0.0 | $9.0k | 200.00 | 45.00 | |
Sally Beauty Holdings (SBH) | 0.0 | $9.0k | 500.00 | 18.00 | |
Two Hbrs Invt Corp Com New | 0.0 | $9.0k | 1.5k | 6.00 | |
Foresight Autonomous Hldgs L Sponsored Ads | 0.0 | $9.0k | 5.0k | 1.80 | |
Proterra | 0.0 | $9.0k | 1.0k | 9.00 | |
Ellington Financial Inc ellington financ (EFC) | 0.0 | $8.0k | 456.00 | 17.54 | |
People's United Financial | 0.0 | $8.0k | 450.00 | 17.78 | |
Capital Bancorp (CBNK) | 0.0 | $8.0k | 300.00 | 26.67 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $8.0k | 82.00 | 97.56 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $8.0k | 50.00 | 160.00 | |
Procore Technologies (PCOR) | 0.0 | $8.0k | 100.00 | 80.00 | |
Becton, Dickinson and (BDX) | 0.0 | $8.0k | 31.00 | 258.06 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $8.0k | 960.00 | 8.33 | |
Fuelcell Energy (FCEL) | 0.0 | $8.0k | 1.5k | 5.33 | |
Trane Technologies SHS (TT) | 0.0 | $7.0k | 34.00 | 205.88 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $7.0k | 42.00 | 166.67 | |
Range Resources (RRC) | 0.0 | $7.0k | 400.00 | 17.50 | |
ConocoPhillips (COP) | 0.0 | $7.0k | 200.00 | 35.00 | |
Gilat Satellite Networks Shs New (GILT) | 0.0 | $7.0k | 1.0k | 7.00 | |
Anthem (ELV) | 0.0 | $7.0k | 16.00 | 437.50 | |
Ingevity (NGVT) | 0.0 | $7.0k | 100.00 | 70.00 | |
Proshares Tr Bitcoin Strate (BITO) | 0.0 | $7.0k | 250.00 | 28.00 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $7.0k | 57.00 | 122.81 | |
Toyota Motor Corp Ads (TM) | 0.0 | $7.0k | 36.00 | 194.44 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $7.0k | 75.00 | 93.33 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $6.0k | 100.00 | 60.00 | |
Clean Energy Fuels (CLNE) | 0.0 | $6.0k | 1.0k | 6.00 | |
Boston Properties (BXP) | 0.0 | $6.0k | 50.00 | 120.00 | |
Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $6.0k | 100.00 | 60.00 | |
Chegg (CHGG) | 0.0 | $6.0k | 200.00 | 30.00 | |
Alcoa (AA) | 0.0 | $6.0k | 100.00 | 60.00 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $6.0k | 25.00 | 240.00 | |
Moderna (MRNA) | 0.0 | $6.0k | 25.00 | 240.00 | |
PNC Financial Services (PNC) | 0.0 | $6.0k | 28.00 | 214.29 | |
Humana (HUM) | 0.0 | $6.0k | 14.00 | 428.57 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $5.0k | 44.00 | 113.64 | |
Bhp Group Sponsored Ads (BHP) | 0.0 | $5.0k | 80.00 | 62.50 | |
Global Partners Com Units (GLP) | 0.0 | $5.0k | 200.00 | 25.00 | |
Zynex (ZYXI) | 0.0 | $5.0k | 500.00 | 10.00 | |
Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $5.0k | 125.00 | 40.00 | |
Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.0 | $5.0k | 200.00 | 25.00 | |
Doximity Cl A (DOCS) | 0.0 | $5.0k | 100.00 | 50.00 | |
Simon Property (SPG) | 0.0 | $5.0k | 31.00 | 161.29 | |
stock | 0.0 | $5.0k | 42.00 | 119.05 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $5.0k | 466.00 | 10.73 | |
Outfront Media (OUT) | 0.0 | $4.0k | 150.00 | 26.67 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $4.0k | 65.00 | 61.54 | |
Keurig Dr Pepper (KDP) | 0.0 | $4.0k | 112.00 | 35.71 | |
Northern Trust Corporation (NTRS) | 0.0 | $4.0k | 31.00 | 129.03 | |
Truist Financial Corp equities (TFC) | 0.0 | $4.0k | 67.00 | 59.70 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $4.0k | 22.00 | 181.82 | |
V.F. Corporation (VFC) | 0.0 | $4.0k | 50.00 | 80.00 | |
Yamana Gold | 0.0 | $4.0k | 1.0k | 4.00 | |
Aeva Technologies | 0.0 | $4.0k | 500.00 | 8.00 | |
Lucid Group (LCID) | 0.0 | $4.0k | 100.00 | 40.00 | |
Watsco, Incorporated (WSO) | 0.0 | $4.0k | 12.00 | 333.33 | |
Ishares Tr Global Reit Etf (REET) | 0.0 | $4.0k | 126.00 | 31.75 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $4.0k | 84.00 | 47.62 | |
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $4.0k | 300.00 | 13.33 | |
Interpublic Group of Companies (IPG) | 0.0 | $3.0k | 76.00 | 39.47 | |
Hess (HES) | 0.0 | $3.0k | 38.00 | 78.95 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $3.0k | 28.00 | 107.14 | |
Sap Se Spon Adr (SAP) | 0.0 | $3.0k | 23.00 | 130.43 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $3.0k | 25.00 | 120.00 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.0k | 25.00 | 120.00 | |
Liberty Media Corp Del Com A Braves Grp | 0.0 | $3.0k | 100.00 | 30.00 | |
Innoviz Technologies SHS (INVZ) | 0.0 | $3.0k | 500.00 | 6.00 | |
Sofi Technologies (SOFI) | 0.0 | $3.0k | 200.00 | 15.00 | |
Lightning Emotors | 0.0 | $3.0k | 500.00 | 6.00 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.0k | 13.00 | 230.77 | |
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 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $3.0k | 19.00 | 157.89 | |
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $3.0k | 58.00 | 51.72 | |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $3.0k | 105.00 | 28.57 | |
Ouster | 0.0 | $2.0k | 300.00 | 6.67 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $2.0k | 37.00 | 54.05 | |
Genpact SHS (G) | 0.0 | $2.0k | 36.00 | 55.56 | |
Dell Technologies CL C (DELL) | 0.0 | $2.0k | 30.00 | 66.67 | |
Ingersoll Rand (IR) | 0.0 | $2.0k | 30.00 | 66.67 | |
Donaldson Company (DCI) | 0.0 | $2.0k | 38.00 | 52.63 | |
Sempra Energy (SRE) | 0.0 | $2.0k | 13.00 | 153.85 | |
Vmware Cl A Com | 0.0 | $2.0k | 13.00 | 153.85 | |
Whirlpool Corporation (WHR) | 0.0 | $2.0k | 7.00 | 285.71 | |
McKesson Corporation (MCK) | 0.0 | $2.0k | 7.00 | 285.71 | |
State Street Corporation (STT) | 0.0 | $2.0k | 20.00 | 100.00 | |
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 | |
Plug Power Com New (PLUG) | 0.0 | $2.0k | 80.00 | 25.00 | |
Analog Devices (ADI) | 0.0 | $2.0k | 9.00 | 222.22 | |
Cdw (CDW) | 0.0 | $2.0k | 9.00 | 222.22 | |
Cigna Corp (CI) | 0.0 | $2.0k | 9.00 | 222.22 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $2.0k | 23.00 | 86.96 | |
Leggett & Platt (LEG) | 0.0 | $2.0k | 45.00 | 44.44 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $2.0k | 84.00 | 23.81 | |
Boston Scientific Corporation (BSX) | 0.0 | $2.0k | 53.00 | 37.74 | |
Novagold Res Com New (NG) | 0.0 | $2.0k | 249.00 | 8.03 | |
Canopy Gro | 0.0 | $1.0k | 150.00 | 6.67 | |
Paysafe Ord | 0.0 | $1.0k | 150.00 | 6.67 | |
Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $1.0k | 29.00 | 34.48 | |
Cardinal Health (CAH) | 0.0 | $1.0k | 23.00 | 43.48 | |
Canadian Natural Resources (CNQ) | 0.0 | $1.0k | 24.00 | 41.67 | |
Imperial Oil Com New (IMO) | 0.0 | $1.0k | 36.00 | 27.78 | |
BorgWarner (BWA) | 0.0 | $1.0k | 18.00 | 55.56 | |
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 | |
TJX Companies (TJX) | 0.0 | $1.0k | 13.00 | 76.92 | |
Danimer Scientific Com Cl A (DNMR) | 0.0 | $1.0k | 141.00 | 7.09 | |
Allegion Ord Shs (ALLE) | 0.0 | $1.0k | 11.00 | 90.91 | |
Discover Financial Services (DFS) | 0.0 | $1.0k | 10.00 | 100.00 | |
Nike CL B (NKE) | 0.0 | $1.0k | 4.00 | 250.00 | |
Paccar (PCAR) | 0.0 | $1.0k | 10.00 | 100.00 | |
Netflix (NFLX) | 0.0 | $1.0k | 2.00 | 500.00 | |
Nordson Corporation (NDSN) | 0.0 | $1.0k | 5.00 | 200.00 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $1.0k | 5.00 | 200.00 | |
Hp (HPQ) | 0.0 | $1.0k | 25.00 | 40.00 | |
Alight Com Cl A (ALIT) | 0.0 | $1.0k | 100.00 | 10.00 | |
Equifax (EFX) | 0.0 | $999.999900 | 3.00 | 333.33 | |
Fidelity National Information Services (FIS) | 0.0 | $999.999600 | 12.00 | 83.33 | |
Allison Transmission Hldngs I (ALSN) | 0.0 | $999.999500 | 17.00 | 58.82 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $999.999000 | 70.00 | 14.29 | |
Amc Entmt Hldgs Cl A Com | 0.0 | $999.999000 | 30.00 | 33.33 | |
Ishares Tr Msci Intl Multft (INTF) | 0.0 | $999.999000 | 35.00 | 28.57 | |
Lamb Weston Hldgs (LW) | 0.0 | $999.999000 | 22.00 | 45.45 | |
Penn National Gaming (PENN) | 0.0 | $0 | 1.00 | 0.00 | |
Kopin Corporation (KOPN) | 0.0 | $0 | 100.00 | 0.00 | |
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 | |
Dbv Technologies S A Sponsored Adr (DBVT) | 0.0 | $0 | 300.00 | 0.00 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $0 | 25.00 | 0.00 | |
Trilogy Metals (TMQ) | 0.0 | $0 | 4.00 | 0.00 | |
Dxc Technology (DXC) | 0.0 | $0 | 2.00 | 0.00 | |
Cel-sci Corp Com Par New (CVM) | 0.0 | $0 | 40.00 | 0.00 | |
Micro Focus Intl Spon Adr New | 0.0 | $0 | 2.00 | 0.00 | |
Aurora Cannabis | 0.0 | $0 | 83.00 | 0.00 | |
Nikola Corp (NKLA) | 0.0 | $0 | 10.00 | 0.00 | |
Suro Capital Corp Com New (SSSS) | 0.0 | $0 | 16.00 | 0.00 | |
Lumen Technologies (LUMN) | 0.0 | $0 | 39.00 | 0.00 | |
Organon & Co Common Stock (OGN) | 0.0 | $0 | 4.00 | 0.00 | |
Sylvamo Corp Common Stock (SLVM) | 0.0 | $0 | 9.00 | 0.00 |