Mark Sheptoff Financial Planning

Mark Sheptoff Financial Planning as of June 30, 2023

Portfolio Holdings for Mark Sheptoff Financial Planning

Mark Sheptoff Financial Planning holds 392 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.3 $18M 53k 340.54
UnitedHealth (UNH) 8.4 $15M 31k 480.64
Nextera Energy (NEE) 8.3 $15M 195k 74.20
Apple (AAPL) 6.3 $11M 57k 193.97
Pepsi (PEP) 5.2 $9.1M 49k 185.22
Johnson & Johnson (JNJ) 3.8 $6.7M 40k 165.52
Veeva Sys Cl A Com (VEEV) 3.2 $5.5M 28k 197.73
Abbott Laboratories (ABT) 3.1 $5.4M 49k 109.02
Hormel Foods Corporation (HRL) 2.5 $4.3M 108k 40.22
Vertex Pharmaceuticals Incorporated (VRTX) 2.3 $4.0M 11k 351.91
Abbvie (ABBV) 2.1 $3.8M 28k 134.73
Smucker J M Com New (SJM) 2.1 $3.7M 25k 147.67
Tesla Motors (TSLA) 1.9 $3.3M 13k 261.76
Mondelez Intl Cl A (MDLZ) 1.8 $3.1M 43k 72.94
Constellation Brands Cl A (STZ) 1.4 $2.5M 10k 246.12
American Water Works (AWK) 1.4 $2.5M 17k 142.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.5M 7.2k 341.00
Coca-Cola Company (KO) 1.2 $2.2M 36k 60.22
Raytheon Technologies Corp (RTX) 1.2 $2.1M 22k 97.96
Visa Com Cl A (V) 1.2 $2.1M 8.8k 237.49
American Electric Power Company (AEP) 1.1 $1.9M 22k 84.20
General Dynamics Corporation (GD) 1.0 $1.7M 8.0k 215.14
Costco Wholesale Corporation (COST) 0.9 $1.7M 3.1k 538.41
Honeywell International (HON) 0.8 $1.4M 7.0k 207.49
Ryan Specialty Holdings Cl A (RYAN) 0.8 $1.4M 30k 44.89
Merck & Co (MRK) 0.8 $1.4M 12k 115.39
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.8 $1.3M 16k 83.16
Lockheed Martin Corporation (LMT) 0.7 $1.3M 2.7k 460.38
Pfizer (PFE) 0.7 $1.2M 34k 36.68
Home Depot (HD) 0.7 $1.2M 3.9k 310.62
L3harris Technologies (LHX) 0.6 $1.1M 5.7k 195.76
Procter & Gamble Company (PG) 0.6 $1.0M 6.8k 151.74
Toro Company (TTC) 0.6 $1.0M 10k 101.65
Nextera Energy Partners Com Unit Part In (NEP) 0.5 $960k 16k 58.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $948k 2.1k 443.28
Timken Company (TKR) 0.5 $919k 13k 73.45
Amazon (AMZN) 0.5 $877k 6.7k 130.36
Clorox Company (CLX) 0.5 $843k 5.3k 159.04
Cooper Cos Com New 0.5 $817k 2.1k 383.37
Danaher Corporation (DHR) 0.5 $803k 3.3k 240.00
NVIDIA Corporation (NVDA) 0.4 $756k 1.8k 423.03
CVS Caremark Corporation (CVS) 0.4 $723k 11k 69.13
McDonald's Corporation (MCD) 0.4 $723k 2.4k 298.41
Dex (DXCM) 0.4 $673k 5.2k 128.51
Texas Instruments Incorporated (TXN) 0.4 $672k 3.7k 180.02
Eli Lilly & Co. (LLY) 0.4 $661k 1.4k 468.98
Colgate-Palmolive Company (CL) 0.4 $644k 8.4k 77.04
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $626k 3.9k 162.41
Hartford Financial Services (HIG) 0.3 $588k 8.2k 72.02
Paypal Holdings (PYPL) 0.3 $568k 8.5k 66.73
Dynatrace Com New (DT) 0.3 $515k 10k 51.47
Quanta Services (PWR) 0.3 $511k 2.6k 196.45
Novartis Sponsored Adr (NVS) 0.3 $506k 5.0k 100.91
Flex Ord (FLEX) 0.3 $467k 17k 27.64
Ishares Tr Cybersecurity (IHAK) 0.3 $452k 12k 37.82
Kimberly-Clark Corporation (KMB) 0.3 $451k 3.3k 138.06
Duke Energy Corp Com New (DUK) 0.2 $429k 4.8k 89.74
Quaker Chemical Corporation (KWR) 0.2 $429k 2.2k 194.90
Blackstone Group Inc Com Cl A (BX) 0.2 $428k 4.6k 92.97
Waste Management (WM) 0.2 $425k 2.5k 173.45
Global X Fds Lithium Btry Etf (LIT) 0.2 $397k 6.1k 65.02
O'reilly Automotive (ORLY) 0.2 $382k 400.00 955.30
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.2 $382k 6.0k 63.58
Lauder Estee Cos Cl A (EL) 0.2 $369k 1.9k 196.38
Travelers Companies (TRV) 0.2 $350k 2.0k 173.66
Public Service Enterprise (PEG) 0.2 $341k 5.5k 62.61
Alliant Energy Corporation (LNT) 0.2 $333k 6.4k 52.48
Exxon Mobil Corporation (XOM) 0.2 $332k 3.1k 107.25
At&t (T) 0.2 $324k 20k 15.95
Catalyst Pharmaceutical Partners (CPRX) 0.2 $315k 24k 13.44
Medtronic SHS (MDT) 0.2 $314k 3.6k 88.10
Mastercard Incorporated Cl A (MA) 0.2 $309k 785.00 393.30
Consolidated Edison (ED) 0.2 $307k 3.4k 90.40
Marsh & McLennan Companies (MMC) 0.2 $303k 1.6k 188.08
Stmicroelectronics N V Ny Registry (STM) 0.2 $300k 6.0k 49.99
Fiserv (FI) 0.2 $300k 2.4k 126.15
CSX Corporation (CSX) 0.2 $286k 8.4k 34.10
Wal-Mart Stores (WMT) 0.2 $282k 1.8k 157.18
Palantir Technologies Cl A (PLTR) 0.2 $268k 18k 15.33
Genuine Parts Company (GPC) 0.1 $254k 1.5k 169.23
JPMorgan Chase & Co. (JPM) 0.1 $253k 1.7k 145.44
Carrier Global Corporation (CARR) 0.1 $251k 5.1k 49.71
SYSCO Corporation (SYY) 0.1 $242k 3.3k 74.20
Walt Disney Company (DIS) 0.1 $242k 2.7k 89.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $242k 654.00 369.42
Oge Energy Corp (OGE) 0.1 $237k 6.6k 35.91
Gitlab Class A Com (GTLB) 0.1 $230k 4.5k 51.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $230k 1.0k 220.28
HEICO Corporation (HEI) 0.1 $229k 1.3k 176.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $223k 466.00 478.91
Church & Dwight (CHD) 0.1 $221k 2.2k 100.23
Cisco Systems (CSCO) 0.1 $212k 4.1k 51.74
Diageo Spon Adr New (DEO) 0.1 $208k 1.2k 173.48
Comcast Corp Cl A (CMCSA) 0.1 $205k 4.9k 41.55
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.1 $197k 6.8k 28.93
Bristol Myers Squibb (BMY) 0.1 $190k 3.0k 63.95
United Parcel Service CL B (UPS) 0.1 $188k 1.1k 179.25
Micron Technology (MU) 0.1 $183k 2.9k 63.11
Lowe's Companies (LOW) 0.1 $181k 800.00 225.70
EnerSys (ENS) 0.1 $179k 1.7k 108.52
Citizens Financial (CFG) 0.1 $170k 6.5k 26.08
United Natural Foods (UNFI) 0.1 $161k 8.2k 19.55
EOG Resources (EOG) 0.1 $160k 1.4k 114.44
Norfolk Southern (NSC) 0.1 $147k 650.00 226.76
Hca Holdings (HCA) 0.1 $137k 450.00 303.48
Alphabet Cap Stk Cl A (GOOGL) 0.1 $135k 1.1k 119.70
Chevron Corporation (CVX) 0.1 $126k 800.00 157.35
Veeco Instruments (VECO) 0.1 $123k 4.8k 25.68
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $117k 1.3k 91.83
Intel Corporation (INTC) 0.1 $117k 3.5k 33.44
Us Bancorp Del Com New (USB) 0.1 $116k 3.5k 33.04
3M Company (MMM) 0.1 $114k 1.1k 100.09
United Rentals (URI) 0.1 $111k 250.00 445.37
Meta Platforms Cl A (META) 0.1 $111k 386.00 286.98
Zoetis Cl A (ZTS) 0.1 $106k 614.00 172.21
Emerson Electric (EMR) 0.1 $105k 1.2k 90.39
Bank of America Corporation (BAC) 0.1 $105k 3.6k 28.69
Southern Company (SO) 0.1 $102k 1.5k 70.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $96k 905.00 106.04
Corteva (CTVA) 0.1 $95k 1.7k 57.30
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.1 $92k 4.2k 21.80
Casella Waste Sys Cl A (CWST) 0.1 $91k 1.0k 90.45
Boeing Company (BA) 0.0 $87k 476.00 182.65
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $86k 1.9k 45.41
Oneok (OKE) 0.0 $86k 1.4k 61.72
Wp Carey (WPC) 0.0 $84k 1.2k 67.57
Phillips 66 (PSX) 0.0 $82k 860.00 95.38
Advanced Micro Devices (AMD) 0.0 $82k 717.00 113.91
Paycom Software (PAYC) 0.0 $80k 250.00 321.24
Genmab A/s Sponsored Ads (GMAB) 0.0 $80k 2.1k 38.01
Genworth Finl Com Cl A (GNW) 0.0 $76k 15k 5.00
Otis Worldwide Corp (OTIS) 0.0 $74k 833.00 89.01
Verizon Communications (VZ) 0.0 $73k 2.0k 37.19
Devon Energy Corporation (DVN) 0.0 $72k 1.5k 48.35
Regeneron Pharmaceuticals (REGN) 0.0 $72k 100.00 718.54
Clarivate Ord Shs (CLVT) 0.0 $72k 7.5k 9.53
Chubb (CB) 0.0 $70k 361.00 192.56
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $69k 732.00 94.28
Genco Shipping & Trading SHS (GNK) 0.0 $69k 4.9k 14.03
Diamond Offshore Drilli (DO) 0.0 $67k 4.7k 14.24
Shell Spon Ads (SHEL) 0.0 $66k 1.1k 60.38
Noble Corp Ord Shs A (NE) 0.0 $66k 1.6k 41.31
Ishares Tr Core S&p500 Etf (IVV) 0.0 $66k 148.00 445.71
Steel Dynamics (STLD) 0.0 $65k 600.00 108.93
eBay (EBAY) 0.0 $65k 1.5k 44.69
Harmony Biosciences Hldgs In (HRMY) 0.0 $63k 1.8k 35.19
Vanguard Index Fds Value Etf (VTV) 0.0 $63k 441.00 142.16
General Electric Com New (GE) 0.0 $60k 549.00 109.85
Vanguard Index Fds Small Cp Etf (VB) 0.0 $60k 300.00 198.89
Oracle Corporation (ORCL) 0.0 $60k 500.00 119.09
Timkensteel (MTUS) 0.0 $59k 2.8k 21.57
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $58k 475.00 122.58
Quest Diagnostics Incorporated (DGX) 0.0 $58k 412.00 140.56
Fortune Brands (FBIN) 0.0 $58k 800.00 71.95
Wec Energy Group (WEC) 0.0 $57k 650.00 88.24
Jabil Circuit (JBL) 0.0 $54k 500.00 107.93
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $53k 850.00 62.81
American Tower Reit (AMT) 0.0 $53k 273.00 193.94
West Pharmaceutical Services (WST) 0.0 $53k 138.00 382.47
Rivian Automotive Com Cl A (RIVN) 0.0 $52k 3.1k 16.66
Portland Gen Elec Com New (POR) 0.0 $52k 1.1k 46.83
Adobe Systems Incorporated (ADBE) 0.0 $51k 105.00 488.99
MetLife (MET) 0.0 $51k 900.00 56.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $51k 504.00 100.92
Cloudflare Cl A Com (NET) 0.0 $49k 750.00 65.37
Citigroup Com New (C) 0.0 $46k 990.00 46.04
Edwards Lifesciences (EW) 0.0 $45k 480.00 94.33
Corning Incorporated (GLW) 0.0 $45k 1.3k 34.41
Prudential Financial (PRU) 0.0 $44k 500.00 88.22
Automatic Data Processing (ADP) 0.0 $44k 200.00 219.79
Vanguard Index Fds Growth Etf (VUG) 0.0 $44k 155.00 283.55
DNP Select Income Fund (DNP) 0.0 $44k 4.2k 10.48
Diamondback Energy (FANG) 0.0 $43k 329.00 131.44
Alphabet Cap Stk Cl C (GOOG) 0.0 $41k 340.00 120.97
Enbridge (ENB) 0.0 $41k 1.1k 37.15
Kellogg Company (K) 0.0 $40k 600.00 67.40
General Mills (GIS) 0.0 $40k 525.00 76.70
DaVita (DVA) 0.0 $40k 400.00 100.47
Thermo Fisher Scientific (TMO) 0.0 $39k 75.00 521.75
Entergy Corporation (ETR) 0.0 $39k 400.00 97.37
Palo Alto Networks (PANW) 0.0 $38k 150.00 255.51
Check Point Software Tech Lt Ord (CHKP) 0.0 $38k 300.00 125.62
Illinois Tool Works (ITW) 0.0 $38k 150.00 250.16
Southwest Airlines (LUV) 0.0 $36k 1.0k 36.21
Dupont De Nemours (DD) 0.0 $36k 499.00 71.49
Veracyte (VCYT) 0.0 $36k 1.4k 25.47
Zoom Video Communications In Cl A (ZM) 0.0 $35k 510.00 67.88
Morgan Stanley Com New (MS) 0.0 $34k 400.00 85.40
Fortive (FTV) 0.0 $34k 450.00 74.77
Paychex (PAYX) 0.0 $34k 300.00 111.87
Open Text Corp (OTEX) 0.0 $33k 800.00 41.55
Qualcomm (QCOM) 0.0 $33k 279.00 119.04
Caterpillar (CAT) 0.0 $33k 132.00 246.05
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $31k 90.00 343.86
Aptiv SHS (APTV) 0.0 $31k 300.00 102.09
Lamar Advertising Cl A (LAMR) 0.0 $30k 300.00 99.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $30k 302.00 97.79
Crowdstrike Hldgs Cl A (CRWD) 0.0 $30k 201.00 146.87
Electronic Arts (EA) 0.0 $29k 220.00 129.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $29k 425.00 67.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $28k 430.00 65.44
Nike CL B (NKE) 0.0 $28k 254.00 110.37
Viatris (VTRS) 0.0 $28k 2.8k 9.98
Sun Life Financial (SLF) 0.0 $28k 530.00 52.12
Dow (DOW) 0.0 $27k 499.00 53.26
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $25k 450.00 56.46
Chesapeake Utilities Corporation (CPK) 0.0 $25k 206.00 119.00
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) 0.0 $24k 175.00 136.79
Digi International (DGII) 0.0 $24k 600.00 39.39
Mid-America Apartment (MAA) 0.0 $24k 155.00 151.86
CMS Energy Corporation (CMS) 0.0 $24k 400.00 58.75
Western Union Company (WU) 0.0 $24k 2.0k 11.73
Prologis (PLD) 0.0 $23k 190.00 122.63
Guidewire Software (GWRE) 0.0 $23k 300.00 76.08
Air Products & Chemicals (APD) 0.0 $23k 75.00 299.53
Bank of New York Mellon Corporation (BK) 0.0 $22k 500.00 44.52
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $22k 300.00 74.17
Ishares Msci Gbl Gold Mn (RING) 0.0 $22k 950.00 23.30
Wheaton Precious Metals Corp (WPM) 0.0 $22k 500.00 43.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $21k 80.00 261.48
Neogenomics Com New (NEO) 0.0 $21k 1.3k 16.07
Mesabi Tr Ctf Ben Int (MSB) 0.0 $20k 1.0k 20.41
Realty Income (O) 0.0 $20k 330.00 59.79
Datadog Cl A Com (DDOG) 0.0 $20k 200.00 98.38
Seagen 0.0 $19k 100.00 192.46
Ericsson Adr B Sek 10 (ERIC) 0.0 $19k 3.5k 5.45
ConocoPhillips (COP) 0.0 $19k 200.00 95.05
Welltower Inc Com reit (WELL) 0.0 $19k 230.00 80.89
Zim Integrated Shipping Serv SHS (ZIM) 0.0 $19k 1.5k 12.39
Agnc Invt Corp Com reit (AGNC) 0.0 $18k 1.7k 10.13
Select Sector Spdr Tr Technology (XLK) 0.0 $17k 100.00 173.86
Amphastar Pharmaceuticals (AMPH) 0.0 $17k 300.00 57.47
Williams Companies (WMB) 0.0 $17k 525.00 32.63
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $17k 550.00 30.99
ConAgra Foods (CAG) 0.0 $17k 500.00 33.72
CarMax (KMX) 0.0 $17k 200.00 83.70
Penske Automotive (PAG) 0.0 $17k 100.00 166.63
Philip Morris International (PM) 0.0 $16k 168.00 97.46
Enterprise Products Partners (EPD) 0.0 $16k 620.00 26.35
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $16k 100.00 162.99
Arista Networks (ANET) 0.0 $16k 100.00 162.06
Key (KEY) 0.0 $16k 1.0k 15.95
salesforce (CRM) 0.0 $16k 75.00 211.27
Evergy (EVRG) 0.0 $16k 269.00 58.42
GDL Com Sh Ben It (GDL) 0.0 $16k 2.0k 7.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $16k 280.00 55.33
Tyson Foods Cl A (TSN) 0.0 $15k 300.00 51.04
Ishares Tr Core High Dv Etf (HDV) 0.0 $15k 150.00 100.79
Generac Holdings (GNRC) 0.0 $15k 100.00 149.13
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $15k 1.0k 14.75
Dollar Tree (DLTR) 0.0 $14k 100.00 143.50
Rite Aid Corporation (RADCQ) 0.0 $14k 9.5k 1.51
Te Connectivity SHS 0.0 $14k 100.00 140.16
Select Sector Spdr Tr Energy (XLE) 0.0 $14k 170.00 81.17
Marathon Oil Corporation (MRO) 0.0 $14k 600.00 22.95
Hovnanian Enterprises Cl A New (HOV) 0.0 $13k 130.00 99.21
Roku Com Cl A (ROKU) 0.0 $13k 200.00 63.96
International Business Machines (IBM) 0.0 $13k 100.00 127.88
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $13k 20.00 636.00
Exelon Corporation (EXC) 0.0 $12k 300.00 40.74
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $12k 960.00 12.70
Ally Financial (ALLY) 0.0 $12k 450.00 27.01
Moderna (MRNA) 0.0 $12k 100.00 121.50
Chemours (CC) 0.0 $12k 323.00 36.89
First Tr Morningstar Divid L SHS (FDL) 0.0 $12k 350.00 34.01
Nokia Corp Sponsored Adr (NOK) 0.0 $12k 2.5k 4.70
Cadence Design Systems (CDNS) 0.0 $12k 50.00 234.52
Ishares Tr Select Divid Etf (DVY) 0.0 $11k 100.00 113.30
Annaly Capital Management In Com New (NLY) 0.0 $11k 559.00 20.01
Amgen (AMGN) 0.0 $11k 50.00 222.02
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $11k 109.00 99.65
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $11k 400.00 26.14
Endava Ads (DAVA) 0.0 $10k 200.00 51.79
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $10k 200.00 51.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $9.9k 36.00 275.17
Waste Connections (WCN) 0.0 $9.9k 69.00 142.93
Zillow Group Cl A (ZG) 0.0 $9.8k 200.00 49.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $9.2k 69.00 132.72
Stanley Black & Decker (SWK) 0.0 $9.1k 50.00 182.68
Bank Of Montreal Cadcom (BMO) 0.0 $9.0k 100.00 90.31
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $8.6k 80.00 106.90
Eversource Energy (ES) 0.0 $8.4k 118.00 70.92
Becton, Dickinson and (BDX) 0.0 $8.2k 31.00 264.00
Canadian Pacific Kansas City (CP) 0.0 $8.1k 100.00 80.77
Chimera Invt Corp Com New 0.0 $8.0k 1.4k 5.77
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $8.0k 100.00 79.80
Chewy Cl A (CHWY) 0.0 $7.9k 200.00 39.47
Matador Resources (MTDR) 0.0 $7.8k 150.00 52.32
Starbucks Corporation (SBUX) 0.0 $7.8k 79.00 99.06
Cigna Corp (CI) 0.0 $7.6k 27.00 280.59
Spdr Gold Tr Gold Shs (GLD) 0.0 $7.5k 42.00 178.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $7.5k 50.00 149.64
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $7.5k 90.00 82.87
Crown Castle Intl (CCI) 0.0 $7.4k 65.00 113.94
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $7.2k 82.00 87.30
Earthstone Energy Cl A 0.0 $7.1k 500.00 14.29
Healthcare Rlty Tr Cl A Com (HR) 0.0 $7.1k 377.00 18.86
Anthem (ELV) 0.0 $7.1k 16.00 444.31
Republic Services (RSG) 0.0 $6.9k 45.00 153.18
M&T Bank Corporation (MTB) 0.0 $6.6k 53.00 123.75
Toyota Motor Corp Ads (TM) 0.0 $6.6k 36.00 182.17
Trane Technologies SHS (TT) 0.0 $6.5k 34.00 191.26
International Paper Company (IP) 0.0 $6.4k 200.00 31.81
Sally Beauty Holdings (SBH) 0.0 $6.2k 500.00 12.35
Global Partners Com Units (GLP) 0.0 $6.1k 200.00 30.73
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $6.0k 85.00 70.27
Ingevity (NGVT) 0.0 $5.8k 100.00 58.16
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $5.8k 100.00 57.79
Teradyne (TER) 0.0 $5.6k 50.00 111.34
Astrazeneca Sponsored Adr (AZN) 0.0 $5.6k 100.00 55.56
Capital Bancorp (CBNK) 0.0 $5.4k 300.00 18.10
T. Rowe Price (TROW) 0.0 $5.4k 48.00 112.02
Two Hbrs Invt Corp (TWO) 0.0 $5.2k 375.00 13.88
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $5.0k 125.00 39.74
Clean Energy Fuels (CLNE) 0.0 $5.0k 1.0k 4.96
TJX Companies (TJX) 0.0 $4.9k 58.00 84.79
Zynex (ZYXI) 0.0 $4.8k 500.00 9.59
Walgreen Boots Alliance (WBA) 0.0 $4.8k 100.00 47.88
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $4.6k 10.00 460.60
Baxter International (BAX) 0.0 $4.6k 100.00 45.56
Alkermes SHS (ALKS) 0.0 $4.3k 150.00 28.95
Proshares Tr Bitcoin Strate (BITO) 0.0 $4.2k 250.00 16.98
Spotify Technology S A SHS (SPOT) 0.0 $4.0k 25.00 160.56
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.0 $3.9k 200.00 19.37
Nine Energy Service (NINE) 0.0 $3.8k 1.0k 3.83
Simon Property (SPG) 0.0 $3.6k 31.00 115.48
PNC Financial Services (PNC) 0.0 $3.5k 28.00 125.96
Keurig Dr Pepper (KDP) 0.0 $3.5k 112.00 31.27
Doximity Cl A (DOCS) 0.0 $3.4k 100.00 34.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $3.3k 44.00 74.95
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $3.2k 65.00 49.28
Pimco Income Strategy Fund II (PFN) 0.0 $3.1k 300.00 10.43
McKesson Corporation (MCK) 0.0 $3.0k 7.00 427.29
Kaman Corporation 0.0 $2.9k 120.00 24.33
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $2.9k 116.00 25.01
Ishares Tr Global Reit Etf (REET) 0.0 $2.9k 126.00 22.97
Boston Properties (BXP) 0.0 $2.9k 50.00 57.60
Boston Scientific Corporation (BSX) 0.0 $2.9k 53.00 54.09
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.7k 28.00 96.64
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $2.6k 52.00 50.44
Kraft Heinz (KHC) 0.0 $2.4k 69.00 35.51
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.4k 13.00 187.31
Outfront Media (OUT) 0.0 $2.4k 150.00 15.72
Pan American Silver Corp Can (PAAS) 0.0 $2.3k 159.00 14.58
Cardinal Health (CAH) 0.0 $2.2k 23.00 94.57
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $2.1k 25.00 83.36
Vmware Cl A Com 0.0 $1.9k 13.00 143.69
Agnico (AEM) 0.0 $1.8k 37.00 49.97
Alector (ALEC) 0.0 $1.8k 300.00 6.01
Analog Devices (ADI) 0.0 $1.8k 9.00 194.78
Alcoa (AA) 0.0 $1.7k 51.00 33.67
Sofi Technologies (SOFI) 0.0 $1.7k 200.00 8.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.7k 38.00 43.79
Johnson Ctls Intl SHS (JCI) 0.0 $1.6k 23.00 68.13
Northwest Pipe Company (NWPX) 0.0 $1.5k 50.00 30.24
Ford Motor Company (F) 0.0 $1.5k 98.00 15.19
Codexis (CDXS) 0.0 $1.4k 500.00 2.80
Leggett & Platt (LEG) 0.0 $1.3k 45.00 29.62
Warner Bros Discovery Com Ser A (WBD) 0.0 $1.3k 100.00 12.54
Virgin Galactic Holdings Inc virgin galactic holdings 0.0 $1.2k 300.00 3.88
Organon & Co Common Stock (OGN) 0.0 $1.1k 51.00 20.80
Novagold Res Com New (NG) 0.0 $994.008000 249.00 3.99
Advansix (ASIX) 0.0 $979.000400 28.00 34.96
Ishares Tr Intl Eqty Factor (INTF) 0.0 $938.000000 35.00 26.80
Alight Com Cl A (ALIT) 0.0 $924.000000 100.00 9.24
Netflix (NFLX) 0.0 $881.000000 2.00 440.50
BorgWarner (BWA) 0.0 $880.000200 18.00 48.89
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $867.001400 29.00 29.90
Brighthouse Finl (BHF) 0.0 $851.999400 18.00 47.33
Plug Power Com New (PLUG) 0.0 $831.000000 80.00 10.39
Hp (HPQ) 0.0 $768.000000 25.00 30.72
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $730.999800 9.00 81.22
Lucid Group (LCID) 0.0 $689.000000 100.00 6.89
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $585.999000 30.00 19.53
Dbv Technologies S A Sponsored Adr 0.0 $570.000000 300.00 1.90
Endeavor Group Hldgs Cl A Com (EDR) 0.0 $478.000000 20.00 23.90
Paramount Global Class B Com (PARA) 0.0 $461.001400 29.00 15.90
Hewlett Packard Enterprise (HPE) 0.0 $420.000000 25.00 16.80
Sylvamo Corp Common Stock (SLVM) 0.0 $363.999600 9.00 40.44
Now (DNOW) 0.0 $259.000000 25.00 10.36
Kopin Corporation (KOPN) 0.0 $215.000000 100.00 2.15
Brainstorm Cell Therapeutics Com New 0.0 $206.000000 100.00 2.06
Paysafe SHS (PSFE) 0.0 $130.999700 13.00 10.08
Cel-sci Corp Com Par New (CVM) 0.0 $96.000000 40.00 2.40
Lightning Emotors (ZEVY) 0.0 $90.000000 25.00 3.60
Lumen Technologies (LUMN) 0.0 $87.999600 39.00 2.26
General Motors Company (GM) 0.0 $84.000000 2.00 42.00
Kyndryl Hldgs Common Stock (KD) 0.0 $66.000000 5.00 13.20
Dxc Technology (DXC) 0.0 $53.000000 2.00 26.50
Aurora Cannabis 0.0 $43.998300 83.00 0.53
Canopy Gro 0.0 $19.000000 50.00 0.38
Nikola Corp 0.0 $14.000000 10.00 1.40