Mark Sheptoff Financial Planning as of Dec. 31, 2022
Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 394 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Nextera Energy (NEE) | 9.7 | $17M | 199k | 83.60 | |
UnitedHealth (UNH) | 9.7 | $17M | 31k | 530.18 | |
Microsoft Corporation (MSFT) | 7.7 | $13M | 55k | 239.82 | |
Pepsi (PEP) | 5.3 | $9.0M | 50k | 180.66 | |
Apple (AAPL) | 4.3 | $7.4M | 57k | 129.93 | |
Johnson & Johnson (JNJ) | 4.3 | $7.3M | 41k | 176.65 | |
Abbott Laboratories (ABT) | 3.3 | $5.7M | 52k | 109.79 | |
Hormel Foods Corporation (HRL) | 3.1 | $5.3M | 117k | 45.55 | |
Abbvie (ABBV) | 2.9 | $4.9M | 30k | 161.61 | |
Veeva Sys Cl A Com (VEEV) | 2.7 | $4.5M | 28k | 161.38 | |
Smucker J M Com New (SJM) | 2.4 | $4.0M | 26k | 158.46 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $3.3M | 11k | 288.78 | |
Mondelez Intl Cl A (MDLZ) | 1.7 | $2.9M | 43k | 66.65 | |
American Water Works (AWK) | 1.6 | $2.6M | 17k | 152.42 | |
Coca-Cola Company (KO) | 1.5 | $2.6M | 41k | 63.61 | |
Constellation Brands Cl A (STZ) | 1.4 | $2.4M | 10k | 231.74 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.2M | 7.2k | 308.90 | |
American Electric Power Company (AEP) | 1.2 | $2.1M | 22k | 94.95 | |
General Dynamics Corporation (GD) | 1.2 | $2.0M | 8.0k | 248.11 | |
Visa Com Cl A (V) | 1.1 | $1.9M | 9.0k | 207.77 | |
Pfizer (PFE) | 1.0 | $1.7M | 34k | 51.24 | |
Honeywell International (HON) | 0.9 | $1.5M | 7.1k | 214.31 | |
Tesla Motors (TSLA) | 0.8 | $1.4M | 12k | 123.18 | |
Ryan Specialty Holdings Cl A (RYAN) | 0.8 | $1.4M | 34k | 41.51 | |
Costco Wholesale Corporation (COST) | 0.8 | $1.4M | 3.1k | 456.46 | |
Home Depot (HD) | 0.8 | $1.4M | 4.4k | 315.86 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.3M | 2.7k | 486.49 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.7 | $1.3M | 18k | 70.09 | |
Merck & Co (MRK) | 0.7 | $1.2M | 11k | 110.95 | |
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.7 | $1.2M | 16k | 76.16 | |
L3harris Technologies (LHX) | 0.7 | $1.2M | 5.7k | 208.19 | |
Raytheon Technologies Corp (RTX) | 0.7 | $1.2M | 12k | 100.92 | |
Toro Company (TTC) | 0.7 | $1.1M | 10k | 113.20 | |
Procter & Gamble Company (PG) | 0.6 | $1.1M | 7.2k | 151.56 | |
Devon Energy Corporation (DVN) | 0.6 | $1.0M | 17k | 61.51 | |
CVS Caremark Corporation (CVS) | 0.6 | $993k | 11k | 93.19 | |
Timken Company (TKR) | 0.5 | $919k | 13k | 73.45 | |
At&t (T) | 0.5 | $916k | 50k | 18.41 | |
Danaher Corporation (DHR) | 0.5 | $861k | 3.2k | 265.42 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $793k | 2.1k | 382.43 | |
Dex (DXCM) | 0.5 | $774k | 6.8k | 113.24 | |
Cooper Cos Com New | 0.5 | $771k | 2.3k | 330.62 | |
Clorox Company (CLX) | 0.4 | $716k | 5.1k | 140.33 | |
Southern Company (SO) | 0.4 | $702k | 9.8k | 71.41 | |
Colgate-Palmolive Company (CL) | 0.4 | $663k | 8.4k | 78.79 | |
Paypal Holdings (PYPL) | 0.4 | $642k | 9.0k | 71.22 | |
Verizon Communications (VZ) | 0.4 | $640k | 16k | 39.40 | |
Hartford Financial Services (HIG) | 0.4 | $619k | 8.2k | 75.83 | |
Texas Instruments Incorporated (TXN) | 0.4 | $617k | 3.7k | 165.22 | |
Amazon (AMZN) | 0.4 | $612k | 7.3k | 84.00 | |
McDonald's Corporation (MCD) | 0.3 | $585k | 2.2k | 263.53 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $585k | 3.9k | 151.85 | |
Catalyst Pharmaceutical Partners (CPRX) | 0.3 | $528k | 28k | 18.60 | |
Duke Energy Corp Com New (DUK) | 0.3 | $517k | 5.0k | 102.99 | |
Eli Lilly & Co. (LLY) | 0.3 | $516k | 1.4k | 365.84 | |
Zim Integrated Shipping Serv SHS (ZIM) | 0.3 | $492k | 29k | 17.19 | |
Lauder Estee Cos Cl A (EL) | 0.3 | $466k | 1.9k | 248.11 | |
Novartis Sponsored Adr (NVS) | 0.3 | $455k | 5.0k | 90.72 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $447k | 3.3k | 135.75 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.3 | $441k | 6.0k | 73.55 | |
Quanta Services (PWR) | 0.2 | $413k | 2.9k | 142.50 | |
Global X Fds Lithium Btry Etf (LIT) | 0.2 | $404k | 6.9k | 58.61 | |
Waste Management (WM) | 0.2 | $400k | 2.6k | 156.91 | |
Dynatrace Com New (DT) | 0.2 | $376k | 9.8k | 38.30 | |
Travelers Companies (TRV) | 0.2 | $372k | 2.0k | 187.49 | |
Ishares Tr Cybersecurity (IHAK) | 0.2 | $372k | 11k | 33.02 | |
Quaker Chemical Corporation (KWR) | 0.2 | $367k | 2.2k | 166.90 | |
Alliant Energy Corporation (LNT) | 0.2 | $362k | 6.6k | 55.21 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $356k | 4.8k | 74.19 | |
United Parcel Service CL B (UPS) | 0.2 | $339k | 2.0k | 173.84 | |
O'reilly Automotive (ORLY) | 0.2 | $338k | 400.00 | 844.03 | |
Public Service Enterprise (PEG) | 0.2 | $334k | 5.5k | 61.27 | |
Flex Ord (FLEX) | 0.2 | $331k | 15k | 21.46 | |
Consolidated Edison (ED) | 0.2 | $324k | 3.4k | 95.31 | |
Exxon Mobil Corporation (XOM) | 0.2 | $319k | 2.9k | 110.30 | |
CSX Corporation (CSX) | 0.2 | $305k | 9.8k | 30.98 | |
Medtronic SHS (MDT) | 0.2 | $301k | 3.9k | 77.72 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $273k | 785.00 | 347.73 | |
Walt Disney Company (DIS) | 0.2 | $267k | 3.1k | 86.88 | |
Marsh & McLennan Companies (MMC) | 0.2 | $266k | 1.6k | 165.48 | |
Oge Energy Corp (OGE) | 0.2 | $261k | 6.6k | 39.55 | |
Genuine Parts Company (GPC) | 0.2 | $260k | 1.5k | 173.51 | |
Wal-Mart Stores (WMT) | 0.2 | $257k | 1.8k | 141.79 | |
Fiserv (FI) | 0.1 | $240k | 2.4k | 101.07 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $233k | 1.7k | 134.10 | |
Diageo Spon Adr New (DEO) | 0.1 | $214k | 1.2k | 178.19 | |
Bristol Myers Squibb (BMY) | 0.1 | $214k | 3.0k | 71.95 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $206k | 466.00 | 442.79 | |
NVIDIA Corporation (NVDA) | 0.1 | $205k | 1.4k | 146.14 | |
HEICO Corporation (HEI) | 0.1 | $199k | 1.3k | 153.64 | |
3M Company (MMM) | 0.1 | $196k | 1.6k | 119.92 | |
Cisco Systems (CSCO) | 0.1 | $195k | 4.1k | 47.64 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $194k | 1.0k | 191.19 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $191k | 5.5k | 34.97 | |
EOG Resources (EOG) | 0.1 | $181k | 1.4k | 129.52 | |
Cross Country Healthcare (CCRN) | 0.1 | $179k | 6.8k | 26.57 | |
Lowe's Companies (LOW) | 0.1 | $179k | 900.00 | 199.24 | |
United Rentals (URI) | 0.1 | $178k | 500.00 | 355.42 | |
Church & Dwight (CHD) | 0.1 | $177k | 2.2k | 80.61 | |
Harmony Biosciences Hldgs In (HRMY) | 0.1 | $165k | 3.0k | 55.10 | |
Norfolk Southern (NSC) | 0.1 | $160k | 650.00 | 246.42 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $156k | 585.00 | 266.28 | |
Array Technologies Com Shs (ARRY) | 0.1 | $151k | 7.8k | 19.33 | |
EnerSys (ENS) | 0.1 | $127k | 1.7k | 73.84 | |
Intel Corporation (INTC) | 0.1 | $113k | 3.4k | 33.36 | |
Emerson Electric (EMR) | 0.1 | $112k | 1.2k | 96.06 | |
Hca Holdings (HCA) | 0.1 | $108k | 450.00 | 239.96 | |
Chevron Corporation (CVX) | 0.1 | $108k | 600.00 | 179.49 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $106k | 1.3k | 83.03 | |
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.1 | $98k | 4.4k | 22.30 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $98k | 905.00 | 108.18 | |
Corteva (CTVA) | 0.1 | $97k | 1.7k | 58.78 | |
Wp Carey (WPC) | 0.1 | $97k | 1.2k | 78.16 | |
Enbridge (ENB) | 0.1 | $94k | 2.4k | 39.10 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $91k | 238.00 | 384.21 | |
Oneok (OKE) | 0.1 | $91k | 1.4k | 65.70 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $91k | 1.0k | 88.23 | |
Zoetis Cl A (ZTS) | 0.1 | $90k | 614.00 | 146.55 | |
Carrier Global Corporation (CARR) | 0.1 | $90k | 2.2k | 41.25 | |
Phillips 66 (PSX) | 0.1 | $90k | 860.00 | 104.08 | |
Genmab A/s Sponsored Ads (GMAB) | 0.1 | $89k | 2.1k | 42.38 | |
Bunge | 0.1 | $87k | 875.00 | 99.77 | |
Boeing Company (BA) | 0.1 | $87k | 476.00 | 182.65 | |
Otis Worldwide Corp (OTIS) | 0.0 | $82k | 1.1k | 78.31 | |
eBay (EBAY) | 0.0 | $81k | 2.0k | 41.47 | |
Genworth Finl Com Cl A (GNW) | 0.0 | $80k | 15k | 5.29 | |
Chubb (CB) | 0.0 | $80k | 361.00 | 220.60 | |
Casella Waste Sys Cl A (CWST) | 0.0 | $79k | 1.0k | 79.31 | |
Paycom Software (PAYC) | 0.0 | $78k | 250.00 | 310.31 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $74k | 1.9k | 38.71 | |
Evoqua Water Technologies Corp | 0.0 | $73k | 1.9k | 39.60 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $72k | 100.00 | 721.49 | |
Entergy Corporation (ETR) | 0.0 | $68k | 600.00 | 112.50 | |
Union Pacific Corporation (UNP) | 0.0 | $67k | 321.00 | 207.31 | |
MetLife (MET) | 0.0 | $65k | 900.00 | 72.37 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $65k | 412.00 | 156.44 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $63k | 3.4k | 18.43 | |
Wec Energy Group (WEC) | 0.0 | $61k | 650.00 | 93.76 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $59k | 475.00 | 125.11 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $59k | 841.00 | 70.50 | |
Steel Dynamics (STLD) | 0.0 | $59k | 600.00 | 97.70 | |
American Tower Reit (AMT) | 0.0 | $58k | 273.00 | 211.86 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $57k | 632.00 | 89.99 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $55k | 300.00 | 183.54 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $54k | 850.00 | 63.90 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $54k | 386.00 | 140.44 | |
Portland Gen Elec Com New (POR) | 0.0 | $54k | 1.1k | 49.00 | |
Us Bancorp Del Com New (USB) | 0.0 | $52k | 1.2k | 43.61 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $50k | 405.00 | 124.44 | |
Timkensteel (MTUS) | 0.0 | $50k | 2.8k | 18.17 | |
Prudential Financial (PRU) | 0.0 | $50k | 500.00 | 99.46 | |
Automatic Data Processing (ADP) | 0.0 | $48k | 200.00 | 238.86 | |
Digi International (DGII) | 0.0 | $48k | 1.3k | 36.55 | |
DNP Select Income Fund (DNP) | 0.0 | $47k | 4.2k | 11.25 | |
Meta Platforms Cl A (META) | 0.0 | $47k | 386.00 | 120.34 | |
Fortune Brands (FBIN) | 0.0 | $46k | 800.00 | 57.11 | |
Citigroup Com New (C) | 0.0 | $45k | 990.00 | 45.23 | |
Corning Incorporated (GLW) | 0.0 | $45k | 1.3k | 34.41 | |
Diamondback Energy (FANG) | 0.0 | $44k | 320.00 | 136.96 | |
Bank of America Corporation (BAC) | 0.0 | $43k | 1.3k | 33.12 | |
Shell Spon Ads (SHEL) | 0.0 | $43k | 750.00 | 56.95 | |
Thermo Fisher Scientific (TMO) | 0.0 | $41k | 75.00 | 550.69 | |
Oracle Corporation (ORCL) | 0.0 | $41k | 500.00 | 81.74 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $38k | 584.00 | 64.76 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $38k | 504.00 | 74.49 | |
Edwards Lifesciences (EW) | 0.0 | $36k | 480.00 | 74.61 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $35k | 105.00 | 336.53 | |
Paychex (PAYX) | 0.0 | $35k | 300.00 | 115.56 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $35k | 510.00 | 67.74 | |
Dupont De Nemours (DD) | 0.0 | $34k | 499.00 | 68.68 | |
Jabil Circuit (JBL) | 0.0 | $34k | 500.00 | 68.20 | |
Morgan Stanley Com New (MS) | 0.0 | $34k | 400.00 | 85.02 | |
Southwest Airlines (LUV) | 0.0 | $34k | 1.0k | 33.67 | |
Advanced Micro Devices (AMD) | 0.0 | $34k | 517.00 | 64.77 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $33k | 974.00 | 34.20 | |
Veracyte (VCYT) | 0.0 | $33k | 1.4k | 23.73 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $33k | 155.00 | 213.55 | |
Illinois Tool Works (ITW) | 0.0 | $33k | 150.00 | 220.30 | |
Nike CL B (NKE) | 0.0 | $33k | 281.00 | 117.01 | |
West Pharmaceutical Services (WST) | 0.0 | $33k | 138.00 | 235.35 | |
Philip Morris International (PM) | 0.0 | $32k | 318.00 | 101.13 | |
Rite Aid Corporation (RADCQ) | 0.0 | $32k | 9.6k | 3.34 | |
Caterpillar (CAT) | 0.0 | $32k | 132.00 | 239.56 | |
Viatris (VTRS) | 0.0 | $31k | 2.8k | 11.13 | |
Qualcomm (QCOM) | 0.0 | $31k | 279.00 | 109.94 | |
DaVita (DVA) | 0.0 | $30k | 400.00 | 74.67 | |
Fortive (FTV) | 0.0 | $29k | 450.00 | 64.25 | |
Kellogg Company (K) | 0.0 | $29k | 400.00 | 71.24 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $28k | 300.00 | 94.40 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $28k | 425.00 | 66.02 | |
Aptiv SHS (APTV) | 0.0 | $28k | 300.00 | 93.13 | |
Western Union Company (WU) | 0.0 | $28k | 2.0k | 13.77 | |
Electronic Arts (EA) | 0.0 | $27k | 220.00 | 122.18 | |
Bofi Holding (AX) | 0.0 | $27k | 700.00 | 38.22 | |
Realty Income (O) | 0.0 | $27k | 417.00 | 63.43 | |
SYSCO Corporation (SYY) | 0.0 | $26k | 338.00 | 76.45 | |
CMS Energy Corporation (CMS) | 0.0 | $25k | 400.00 | 63.33 | |
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $25k | 200.00 | 126.16 | |
Dow (DOW) | 0.0 | $25k | 499.00 | 50.39 | |
Sun Life Financial (SLF) | 0.0 | $25k | 530.00 | 46.42 | |
Enterprise Products Partners (EPD) | 0.0 | $25k | 1.0k | 24.12 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $25k | 250.00 | 98.21 | |
Marathon Oil Corporation (MRO) | 0.0 | $24k | 900.00 | 27.07 | |
Chesapeake Utilities Corporation (CPK) | 0.0 | $24k | 206.00 | 118.18 | |
Mid-America Apartment (MAA) | 0.0 | $24k | 155.00 | 156.99 | |
Open Text Corp (OTEX) | 0.0 | $24k | 800.00 | 29.64 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $24k | 450.00 | 52.57 | |
GDL Com Sh Ben It (GDL) | 0.0 | $24k | 3.0k | 7.84 | |
Xerox Holdings Corp Com New (XRX) | 0.0 | $23k | 1.6k | 14.60 | |
Air Products & Chemicals (APD) | 0.0 | $23k | 75.00 | 308.27 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $23k | 500.00 | 45.52 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $22k | 300.00 | 74.55 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $22k | 267.00 | 81.67 | |
Prologis (PLD) | 0.0 | $21k | 190.00 | 112.73 | |
Ishares Msci Gbl Gold Mn (RING) | 0.0 | $21k | 950.00 | 22.33 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $21k | 201.00 | 105.29 | |
Palo Alto Networks (PANW) | 0.0 | $21k | 150.00 | 139.54 | |
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $20k | 3.5k | 5.84 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $20k | 500.00 | 39.08 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $19k | 80.00 | 241.89 | |
ConAgra Foods (CAG) | 0.0 | $19k | 500.00 | 38.70 | |
ConocoPhillips (COP) | 0.0 | $19k | 200.00 | 95.05 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $19k | 166.00 | 113.96 | |
Guidewire Software (GWRE) | 0.0 | $19k | 300.00 | 62.56 | |
Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $18k | 1.0k | 18.02 | |
Moderna (MRNA) | 0.0 | $18k | 100.00 | 179.62 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $18k | 1.7k | 10.35 | |
Starbucks Corporation (SBUX) | 0.0 | $18k | 179.00 | 99.20 | |
General Mills (GIS) | 0.0 | $18k | 210.00 | 83.85 | |
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) | 0.0 | $18k | 175.00 | 100.08 | |
Williams Companies (WMB) | 0.0 | $17k | 525.00 | 32.90 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $17k | 355.00 | 47.99 | |
Evergy (EVRG) | 0.0 | $17k | 269.00 | 62.93 | |
British Amern Tob Sponsored Adr (BTI) | 0.0 | $17k | 420.00 | 39.98 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $17k | 50.00 | 331.34 | |
Key (KEY) | 0.0 | $16k | 1.0k | 15.95 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $16k | 150.00 | 104.24 | |
Endava Ads (DAVA) | 0.0 | $15k | 200.00 | 76.50 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $15k | 280.00 | 54.49 | |
Welltower Inc Com reit (WELL) | 0.0 | $15k | 230.00 | 65.55 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $15k | 170.00 | 87.47 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $15k | 550.00 | 27.02 | |
Dollar Tree (DLTR) | 0.0 | $14k | 100.00 | 141.44 | |
Altria (MO) | 0.0 | $14k | 300.00 | 45.71 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $13k | 1.0k | 13.42 | |
Amgen (AMGN) | 0.0 | $13k | 50.00 | 262.64 | |
Exelon Corporation (EXC) | 0.0 | $13k | 300.00 | 43.23 | |
Seagen | 0.0 | $13k | 100.00 | 128.51 | |
First Tr Morningstar Divid L SHS (FDL) | 0.0 | $13k | 350.00 | 36.56 | |
International Business Machines (IBM) | 0.0 | $13k | 100.00 | 127.88 | |
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $12k | 140.00 | 88.73 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $12k | 100.00 | 123.15 | |
CarMax (KMX) | 0.0 | $12k | 200.00 | 60.89 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $12k | 100.00 | 120.60 | |
Neogenomics Com New (NEO) | 0.0 | $12k | 1.3k | 9.24 | |
Annaly Capital Management In Com New (NLY) | 0.0 | $12k | 559.00 | 21.08 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $12k | 2.5k | 4.70 | |
Penske Automotive (PAG) | 0.0 | $12k | 100.00 | 114.93 | |
Te Connectivity SHS (TEL) | 0.0 | $12k | 100.00 | 114.80 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $11k | 960.00 | 11.87 | |
Ally Financial (ALLY) | 0.0 | $11k | 450.00 | 24.45 | |
International Paper Company (IP) | 0.0 | $11k | 308.00 | 34.63 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $10k | 300.00 | 34.59 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $10k | 109.00 | 94.64 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $10k | 20.00 | 512.35 | |
Generac Holdings (GNRC) | 0.0 | $10k | 100.00 | 100.66 | |
Eversource Energy (ES) | 0.0 | $9.9k | 118.00 | 83.84 | |
Chemours (CC) | 0.0 | $9.9k | 323.00 | 30.62 | |
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $9.6k | 400.00 | 23.91 | |
Kraft Heinz (KHC) | 0.0 | $9.4k | 232.00 | 40.71 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $9.4k | 69.00 | 135.86 | |
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $9.3k | 200.00 | 46.62 | |
Waste Connections (WCN) | 0.0 | $9.1k | 69.00 | 132.57 | |
Stanley Black & Decker (SWK) | 0.0 | $9.1k | 50.00 | 182.68 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $9.1k | 100.00 | 90.60 | |
Montauk Renewables (MNTK) | 0.0 | $8.8k | 800.00 | 11.03 | |
Crown Castle Intl (CCI) | 0.0 | $8.8k | 65.00 | 135.65 | |
Anthem (ELV) | 0.0 | $8.2k | 16.00 | 513.00 | |
Roku Com Cl A (ROKU) | 0.0 | $8.1k | 200.00 | 40.70 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $8.0k | 100.00 | 79.80 | |
Becton, Dickinson and (BDX) | 0.0 | $7.9k | 31.00 | 254.29 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $7.7k | 36.00 | 214.25 | |
M&T Bank Corporation (MTB) | 0.0 | $7.7k | 53.00 | 145.06 | |
Chimera Invt Corp Com New (CIM) | 0.0 | $7.6k | 1.4k | 5.50 | |
Chewy Cl A (CHWY) | 0.0 | $7.4k | 200.00 | 37.08 | |
Datadog Cl A Com (DDOG) | 0.0 | $7.4k | 100.00 | 73.50 | |
Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $7.3k | 377.00 | 19.27 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $7.1k | 42.00 | 169.64 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $7.1k | 50.00 | 141.26 | |
Capital Bancorp (CBNK) | 0.0 | $7.1k | 300.00 | 23.54 | |
Ingevity (NGVT) | 0.0 | $7.0k | 100.00 | 70.44 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $7.0k | 90.00 | 77.68 | |
Zynex (ZYXI) | 0.0 | $7.0k | 500.00 | 13.91 | |
Global Partners Com Units (GLP) | 0.0 | $7.0k | 200.00 | 34.77 | |
Tilray Brands Com Cl 2 (TLRY) | 0.0 | $6.8k | 2.5k | 2.69 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $6.7k | 182.00 | 36.93 | |
Toyota Motor Corp Ads (TM) | 0.0 | $6.6k | 36.00 | 182.17 | |
Sally Beauty Holdings (SBH) | 0.0 | $6.3k | 500.00 | 12.52 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $6.2k | 82.00 | 76.13 | |
Zillow Group Cl A (ZG) | 0.0 | $6.2k | 200.00 | 31.21 | |
Two Hbrs Invt Corp (TWO) | 0.0 | $5.9k | 375.00 | 15.77 | |
Republic Services (RSG) | 0.0 | $5.8k | 45.00 | 129.00 | |
Invesco SHS (IVZ) | 0.0 | $5.8k | 320.00 | 17.99 | |
Trane Technologies SHS (TT) | 0.0 | $5.7k | 34.00 | 168.09 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $5.6k | 100.00 | 55.56 | |
Yamana Gold | 0.0 | $5.6k | 1.0k | 5.55 | |
Hovnanian Enterprises Cl A New (HOV) | 0.0 | $5.5k | 130.00 | 42.08 | |
Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $5.3k | 100.00 | 52.60 | |
T. Rowe Price (TROW) | 0.0 | $5.2k | 48.00 | 109.06 | |
Clean Energy Fuels (CLNE) | 0.0 | $5.2k | 1.0k | 5.20 | |
Baxter International (BAX) | 0.0 | $5.1k | 100.00 | 50.97 | |
Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $5.1k | 125.00 | 40.65 | |
Target Corporation (TGT) | 0.0 | $5.1k | 34.00 | 149.03 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $4.8k | 57.00 | 84.19 | |
Walgreen Boots Alliance (WBA) | 0.0 | $4.8k | 100.00 | 47.88 | |
TJX Companies (TJX) | 0.0 | $4.6k | 58.00 | 79.60 | |
PNC Financial Services (PNC) | 0.0 | $4.4k | 28.00 | 157.93 | |
Teradyne (TER) | 0.0 | $4.4k | 50.00 | 87.36 | |
Alkermes SHS (ALKS) | 0.0 | $4.3k | 150.00 | 28.95 | |
Fuelcell Energy (FCEL) | 0.0 | $4.2k | 1.5k | 2.78 | |
Keurig Dr Pepper (KDP) | 0.0 | $4.0k | 112.00 | 35.66 | |
Proterra | 0.0 | $3.8k | 1.0k | 3.77 | |
Simon Property (SPG) | 0.0 | $3.6k | 31.00 | 117.48 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $3.6k | 44.00 | 82.48 | |
Growgeneration Corp (GRWG) | 0.0 | $3.5k | 900.00 | 3.92 | |
Boston Properties (BXP) | 0.0 | $3.4k | 50.00 | 67.58 | |
Doximity Cl A (DOCS) | 0.0 | $3.4k | 100.00 | 33.56 | |
Liberty Media Corp Del Com A Braves Grp | 0.0 | $3.3k | 100.00 | 32.67 | |
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $3.2k | 65.00 | 49.23 | |
Easterly Government Properti reit (DEA) | 0.0 | $3.2k | 222.00 | 14.27 | |
NCR Corporation (VYX) | 0.0 | $3.2k | 135.00 | 23.41 | |
Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.0 | $3.0k | 200.00 | 15.22 | |
Cigna Corp (CI) | 0.0 | $3.0k | 9.00 | 331.33 | |
Ishares Tr Global Reit Etf (REET) | 0.0 | $2.9k | 126.00 | 22.71 | |
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $2.8k | 58.00 | 48.97 | |
Alector (ALEC) | 0.0 | $2.8k | 300.00 | 9.23 | |
Kaman Corporation (KAMN) | 0.0 | $2.7k | 120.00 | 22.30 | |
McKesson Corporation (MCK) | 0.0 | $2.6k | 7.00 | 375.14 | |
Proshares Tr Bitcoin Strate (BITO) | 0.0 | $2.6k | 250.00 | 10.43 | |
Micron Technology (MU) | 0.0 | $2.5k | 50.00 | 49.98 | |
Outfront Media (OUT) | 0.0 | $2.5k | 150.00 | 16.58 | |
Boston Scientific Corporation (BSX) | 0.0 | $2.5k | 53.00 | 46.26 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $2.4k | 44.00 | 55.57 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $2.4k | 52.00 | 46.71 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.3k | 28.00 | 83.61 | |
Codexis (CDXS) | 0.0 | $2.3k | 500.00 | 4.66 | |
Alcoa (AA) | 0.0 | $2.3k | 50.00 | 45.78 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.3k | 13.00 | 174.38 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.2k | 25.00 | 88.08 | |
Diebold Nixdorf Com Stk | 0.0 | $2.1k | 1.5k | 1.42 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $2.0k | 25.00 | 78.96 | |
Cardinal Health (CAH) | 0.0 | $1.8k | 23.00 | 76.87 | |
Northwest Pipe Company (NWPX) | 0.0 | $1.7k | 50.00 | 33.70 | |
General Electric Com New (GE) | 0.0 | $1.7k | 20.00 | 83.80 | |
Vmware Cl A Com | 0.0 | $1.6k | 13.00 | 122.77 | |
Ingersoll Rand (IR) | 0.0 | $1.6k | 30.00 | 52.27 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.5k | 38.00 | 40.50 | |
Novagold Res Com New (NG) | 0.0 | $1.5k | 249.00 | 5.98 | |
Analog Devices (ADI) | 0.0 | $1.5k | 9.00 | 164.00 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $1.5k | 23.00 | 64.00 | |
Leggett & Platt (LEG) | 0.0 | $1.4k | 45.00 | 32.22 | |
Organon & Co Common Stock (OGN) | 0.0 | $1.4k | 51.00 | 27.92 | |
Allegion Ord Shs (ALLE) | 0.0 | $1.2k | 11.00 | 105.27 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.1k | 97.00 | 11.12 | |
Advansix (ASIX) | 0.0 | $1.1k | 28.00 | 38.04 | |
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $1.0k | 300.00 | 3.48 | |
Plug Power Com New (PLUG) | 0.0 | $990.000000 | 80.00 | 12.38 | |
Brighthouse Finl (BHF) | 0.0 | $923.000400 | 18.00 | 51.28 | |
Sofi Technologies (SOFI) | 0.0 | $922.000000 | 200.00 | 4.61 | |
Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $861.000000 | 35.00 | 24.60 | |
Alight Com Cl A (ALIT) | 0.0 | $836.000000 | 100.00 | 8.36 | |
Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $820.998700 | 29.00 | 28.31 | |
BorgWarner (BWA) | 0.0 | $725.000400 | 18.00 | 40.28 | |
Lucid Group (LCID) | 0.0 | $683.000000 | 100.00 | 6.83 | |
Hp (HPQ) | 0.0 | $672.000000 | 25.00 | 26.88 | |
Netflix (NFLX) | 0.0 | $590.000000 | 2.00 | 295.00 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $579.000000 | 30.00 | 19.30 | |
Paramount Global Class B Com (PARA) | 0.0 | $490.001400 | 29.00 | 16.90 | |
Dbv Technologies S A Sponsored Adr (DBVT) | 0.0 | $459.000000 | 300.00 | 1.53 | |
Sylvamo Corp Common Stock (SLVM) | 0.0 | $437.000400 | 9.00 | 48.56 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $399.000000 | 25.00 | 15.96 | |
Now (DNOW) | 0.0 | $318.000000 | 25.00 | 12.72 | |
Lumen Technologies (LUMN) | 0.0 | $204.001200 | 39.00 | 5.23 | |
Lightning Emotors | 0.0 | $183.000000 | 500.00 | 0.37 | |
Paysafe SHS (PSFE) | 0.0 | $181.000300 | 13.00 | 13.92 | |
Brainstorm Cell Therapeutics Com New (BCLI) | 0.0 | $164.000000 | 100.00 | 1.64 | |
Kopin Corporation (KOPN) | 0.0 | $124.000000 | 100.00 | 1.24 | |
Canopy Gro | 0.0 | $116.000000 | 50.00 | 2.32 | |
Republic Svcs Com Par New (CVM) | 0.0 | $94.000000 | 40.00 | 2.35 | |
Aurora Cannabis | 0.0 | $76.999100 | 83.00 | 0.93 | |
General Motors Company (GM) | 0.0 | $74.000000 | 2.00 | 37.00 | |
Dxc Technology (DXC) | 0.0 | $53.000000 | 2.00 | 26.50 | |
Nikola Corp (NKLA) | 0.0 | $22.000000 | 10.00 | 2.20 | |
Micro Focus Intl Spon Adr New | 0.0 | $13.000000 | 2.00 | 6.50 |