Mark Sheptoff Financial Planning

Mark Sheptoff Financial Planning as of March 31, 2025

Portfolio Holdings for Mark Sheptoff Financial Planning

Mark Sheptoff Financial Planning holds 445 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.0 $18M 48k 375.39
Nextera Energy (NEE) 7.3 $13M 186k 70.89
UnitedHealth (UNH) 7.0 $13M 24k 523.75
Apple (AAPL) 5.9 $11M 48k 222.13
Pepsi (PEP) 3.7 $6.7M 45k 149.94
Veeva Sys Cl A Com (VEEV) 3.4 $6.2M 27k 231.63
Palantir Technologies Cl A (PLTR) 3.4 $6.1M 73k 84.40
Johnson & Johnson (JNJ) 3.2 $5.8M 35k 165.84
Abbott Laboratories (ABT) 3.1 $5.6M 43k 132.65
Abbvie (ABBV) 2.9 $5.3M 25k 209.52
Raytheon Technologies Corp (RTX) 2.9 $5.2M 40k 132.46
Vertex Pharmaceuticals Incorporated (VRTX) 2.9 $5.2M 11k 484.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $3.8M 7.1k 532.58
Visa Com Cl A (V) 1.6 $3.0M 8.5k 350.47
Costco Wholesale Corporation (COST) 1.6 $2.9M 3.0k 945.78
Tesla Motors (TSLA) 1.5 $2.7M 10k 259.15
NVIDIA Corporation (NVDA) 1.4 $2.6M 24k 108.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $2.6M 15k 173.23
Celestica (CLS) 1.2 $2.2M 28k 78.81
Ryan Specialty Holdings Cl A (RYAN) 1.2 $2.2M 30k 73.87
General Dynamics Corporation (GD) 1.2 $2.2M 7.9k 272.57
Mondelez Intl Cl A (MDLZ) 1.2 $2.1M 31k 67.85
Coca-Cola Company (KO) 1.1 $2.0M 28k 71.62
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.6M 26k 63.00
Smucker J M Com New (SJM) 0.9 $1.6M 14k 118.41
American Water Works (AWK) 0.9 $1.6M 11k 147.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.3M 10k 128.96
Ishares Tr Cybersecurity (IHAK) 0.7 $1.3M 28k 46.98
Home Depot (HD) 0.7 $1.3M 3.5k 366.49
3M Company (MMM) 0.6 $1.2M 8.0k 146.86
Lockheed Martin Corporation (LMT) 0.6 $1.1M 2.5k 446.71
Amazon (AMZN) 0.6 $1.1M 5.9k 190.26
Constellation Brands Cl A (STZ) 0.6 $1.0M 5.7k 183.52
Procter & Gamble Company (PG) 0.6 $1.0M 6.0k 170.42
American Electric Power Company (AEP) 0.5 $997k 9.1k 109.27
Hartford Financial Services (HIG) 0.5 $985k 8.0k 123.73
Eli Lilly & Co. (LLY) 0.5 $957k 1.2k 825.91
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.5 $949k 6.0k 158.13
Timken Company (TKR) 0.5 $919k 13k 73.45
Colgate-Palmolive Company (CL) 0.4 $784k 8.4k 93.70
Devon Energy Corporation (DVN) 0.4 $780k 21k 37.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $733k 1.3k 559.39
Toro Company (TTC) 0.4 $726k 10k 72.75
Blackstone Group Inc Com Cl A (BX) 0.4 $720k 5.2k 139.78
Kratos Defense & Sec Solutio Com New (KTOS) 0.4 $717k 24k 29.69
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $689k 3.6k 193.99
Texas Instruments Incorporated (TXN) 0.4 $671k 3.7k 179.70
Hormel Foods Corporation (HRL) 0.4 $660k 21k 30.94
Honeywell International (HON) 0.4 $643k 3.0k 211.75
Clorox Company (CLX) 0.3 $633k 4.3k 147.25
Pfizer (PFE) 0.3 $586k 23k 25.34
O'reilly Automotive (ORLY) 0.3 $573k 400.00 1432.58
Cooper Cos (COO) 0.3 $572k 6.8k 84.35
Novartis Sponsored Adr (NVS) 0.3 $548k 4.9k 111.47
Travelers Companies (TRV) 0.3 $533k 2.0k 264.46
Fiserv (FI) 0.3 $525k 2.4k 220.83
Ishares Tr Core S&p500 Etf (IVV) 0.3 $515k 917.00 561.82
Paypal Holdings (PYPL) 0.3 $465k 7.1k 65.25
Kimberly-Clark Corporation (KMB) 0.3 $455k 3.2k 142.22
Merck & Co (MRK) 0.3 $455k 5.1k 89.76
Waste Management (WM) 0.2 $428k 1.9k 231.56
At&t (T) 0.2 $404k 14k 28.28
Hess Midstream Cl A Shs (HESM) 0.2 $402k 9.5k 42.29
Marsh & McLennan Companies 0.2 $393k 1.6k 244.03
McDonald's Corporation (MCD) 0.2 $361k 1.2k 312.37
Exxon Mobil Corporation (XOM) 0.2 $359k 3.0k 118.93
National Fuel Gas (NFG) 0.2 $350k 4.4k 79.19
Mastercard Incorporated Cl A (MA) 0.2 $348k 635.00 548.12
Quanta Services (PWR) 0.2 $343k 1.4k 254.18
Public Service Enterprise (PEG) 0.2 $329k 4.0k 82.30
Duke Energy Corp Com New (DUK) 0.2 $328k 2.7k 121.97
Consolidated Edison (ED) 0.2 $310k 2.8k 110.59
HEICO Corporation (HEI) 0.2 $304k 1.1k 267.19
Oge Energy Corp (OGE) 0.2 $303k 6.6k 45.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $294k 1.1k 274.87
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $293k 13k 21.89
Medtronic SHS (MDT) 0.1 $266k 3.0k 89.86
Lowe's Companies (LOW) 0.1 $258k 1.1k 233.23
Cisco Systems (CSCO) 0.1 $253k 4.1k 61.71
Wal-Mart Stores (WMT) 0.1 $250k 2.9k 87.79
CSX Corporation (CSX) 0.1 $247k 8.4k 29.43
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $241k 13k 18.59
Meta Platforms Cl A (META) 0.1 $228k 395.00 576.36
NiSource (NI) 0.1 $221k 5.5k 40.09
JPMorgan Chase & Co. (JPM) 0.1 $219k 940.00 232.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $206k 439.00 469.31
Walt Disney Company (DIS) 0.1 $186k 1.9k 98.70
EOG Resources (EOG) 0.1 $180k 1.4k 128.24
Alphabet Cap Stk Cl C (GOOG) 0.1 $176k 1.1k 156.23
Fidelity Covington Trust Enhanced Large (FELV) 0.1 $172k 5.6k 30.74
Check Point Software Tech Lt Ord (CHKP) 0.1 $171k 750.00 227.92
SYSCO Corporation (SYY) 0.1 $171k 2.3k 75.04
Applovin Corp Com Cl A (APP) 0.1 $168k 635.00 264.97
Danaher Corporation (DHR) 0.1 $164k 800.00 205.00
Genuine Parts Company (GPC) 0.1 $163k 1.4k 119.14
United Rentals (URI) 0.1 $157k 250.00 626.70
Servicenow (NOW) 0.1 $155k 195.00 796.14
Norfolk Southern (NSC) 0.1 $154k 650.00 236.85
Alphabet Cap Stk Cl A (GOOGL) 0.1 $153k 987.00 154.64
Alliant Energy Corporation (LNT) 0.1 $151k 2.4k 64.35
EnerSys (ENS) 0.1 $151k 1.7k 91.58
Quaker Chemical Corporation (KWR) 0.1 $148k 1.2k 123.61
Oneok (OKE) 0.1 $138k 1.4k 99.22
Southern Company (SO) 0.1 $133k 1.5k 91.95
Chevron Corporation (CVX) 0.1 $125k 745.00 167.29
Church & Dwight (CHD) 0.1 $121k 1.1k 110.09
CVS Caremark Corporation (CVS) 0.1 $121k 1.8k 67.75
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $121k 2.6k 45.97
Phillips 66 (PSX) 0.1 $119k 960.00 123.48
Vanguard Index Fds Value Etf (VTV) 0.1 $113k 656.00 172.79
Arthur J. Gallagher & Co. (AJG) 0.1 $112k 325.00 345.24
Casella Waste Sys Cl A (CWST) 0.1 $112k 1.0k 111.51
Ge Aerospace Com New (GE) 0.1 $110k 549.00 200.15
Chubb (CB) 0.1 $109k 361.00 301.99
Kinross Gold Corp (KGC) 0.1 $109k 8.6k 12.61
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $107k 5.0k 21.36
Corteva (CTVA) 0.1 $104k 1.7k 62.93
Hca Holdings (HCA) 0.1 $104k 300.00 345.55
Emerson Electric (EMR) 0.1 $103k 1.0k 103.07
Comcast Corp Cl A (CMCSA) 0.1 $102k 2.8k 36.90
Vanguard Index Fds Growth Etf (VUG) 0.1 $101k 273.00 371.26
Zoetis Cl A (ZTS) 0.1 $101k 614.00 164.65
Genworth Finl Com Shs (GNW) 0.1 $101k 15k 6.67
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $99k 2.8k 35.64
Vanguard Index Fds Small Cp Etf (VB) 0.1 $96k 432.00 221.75
Direxion Shs Etf Tr Dly S&p500 Br 3x 0.1 $92k 4.2k 21.80
eBay (EBAY) 0.0 $88k 1.3k 67.73
L3harris Technologies (LHX) 0.0 $88k 501.00 175.06
Boeing Company (BA) 0.0 $87k 476.00 182.65
Otis Worldwide Corp (OTIS) 0.0 $86k 833.00 103.20
Rivian Automotive Com Cl A (RIVN) 0.0 $83k 6.7k 12.45
Intel Corporation (INTC) 0.0 $83k 3.4k 24.27
Alcon Ord Shs (ALC) 0.0 $82k 862.00 94.93
MetLife (MET) 0.0 $82k 1.0k 80.29
Wec Energy Group (WEC) 0.0 $81k 740.00 108.98
Lauder Estee Cos Cl A (EL) 0.0 $78k 1.2k 66.00
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.0 $77k 2.3k 33.40
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $77k 464.00 166.00
M&T Bank Corporation (MTB) 0.0 $76k 426.00 178.84
Verizon Communications (VZ) 0.0 $76k 1.7k 45.36
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $76k 1.1k 70.40
Broadcom (AVGO) 0.0 $75k 450.00 167.43
Steel Dynamics (STLD) 0.0 $75k 600.00 125.08
Corning Incorporated (GLW) 0.0 $72k 1.6k 45.78
Uber Technologies (UBER) 0.0 $71k 980.00 72.86
Crowdstrike Hldgs Cl A (CRWD) 0.0 $71k 200.00 352.58
Allstate Corporation (ALL) 0.0 $70k 339.00 207.07
Oracle Corporation (ORCL) 0.0 $70k 500.00 139.81
Capital Group Core Balanced SHS (CGBL) 0.0 $65k 2.1k 30.98
Supernus Pharmaceuticals (SUPN) 0.0 $65k 2.0k 32.75
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $64k 475.00 135.68
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $64k 850.00 74.72
Regeneron Pharmaceuticals (REGN) 0.0 $63k 100.00 634.23
Advanced Micro Devices (AMD) 0.0 $63k 617.00 102.74
Rigetti Computing Common Stock (RGTI) 0.0 $63k 8.0k 7.92
DaVita (DVA) 0.0 $61k 400.00 152.97
Automatic Data Processing (ADP) 0.0 $61k 200.00 305.53
United Parcel Service CL B (UPS) 0.0 $61k 550.00 109.99
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $58k 457.00 127.21
Flex Ord (FLEX) 0.0 $58k 1.8k 33.08
Applied Materials (AMAT) 0.0 $57k 394.00 145.12
Red Cat Hldgs (RCAT) 0.0 $56k 9.6k 5.88
Guidewire Software (GWRE) 0.0 $56k 300.00 187.36
Prudential Financial (PRU) 0.0 $56k 500.00 111.68
Shell Spon Ads (SHEL) 0.0 $55k 750.00 73.28
American Tower Reit (AMT) 0.0 $54k 249.00 217.60
Palo Alto Networks (PANW) 0.0 $51k 300.00 170.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $51k 140.00 361.09
Caterpillar (CAT) 0.0 $50k 152.00 329.80
Portland Gen Elec Com New (POR) 0.0 $49k 1.1k 44.60
Fortune Brands (FBIN) 0.0 $49k 800.00 60.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $49k 284.00 170.89
DNP Select Income Fund (DNP) 0.0 $48k 4.9k 9.89
Citigroup Com New (C) 0.0 $48k 680.00 70.99
Paychex (PAYX) 0.0 $46k 300.00 154.28
Nortonlifelock (GEN) 0.0 $45k 1.7k 26.54
Dynatrace Com New (DT) 0.0 $45k 950.00 47.15
Travere Therapeutics (TVTX) 0.0 $43k 2.4k 17.92
Xylem (XYL) 0.0 $43k 360.00 119.46
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $42k 575.00 73.27
CMS Energy Corporation (CMS) 0.0 $41k 539.00 75.11
Adobe Systems Incorporated (ADBE) 0.0 $40k 105.00 383.53
Dupont De Nemours (DD) 0.0 $39k 463.00 84.95
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $38k 90.00 419.88
Thermo Fisher Scientific (TMO) 0.0 $37k 75.00 497.60
Illinois Tool Works (ITW) 0.0 $37k 150.00 248.01
Timkensteel (MTUS) 0.0 $37k 2.8k 13.36
Ishares Msci Gbl Gold Mn (RING) 0.0 $36k 950.00 38.36
Bank of America Corporation (BAC) 0.0 $36k 862.00 41.73
Veracyte (VCYT) 0.0 $36k 1.2k 29.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $35k 607.00 58.35
Neuberger Berman Mlp Income (NML) 0.0 $35k 3.9k 9.00
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.0 $35k 739.00 47.25
Edwards Lifesciences (EW) 0.0 $35k 480.00 72.48
Entergy Corporation (ETR) 0.0 $34k 400.00 85.49
Dex (DXCM) 0.0 $34k 500.00 68.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $34k 1.3k 26.58
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $33k 452.00 73.95
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.0 $33k 830.00 39.95
Fortive (FTV) 0.0 $33k 450.00 73.18
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $32k 635.00 50.63
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $32k 166.00 193.24
Electronic Arts (EA) 0.0 $32k 220.00 144.52
General Mills (GIS) 0.0 $31k 525.00 59.79
Williams Companies (WMB) 0.0 $31k 525.00 59.76
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $31k 334.00 93.66
West Pharmaceutical Services (WST) 0.0 $31k 138.00 223.88
Sun Life Financial (SLF) 0.0 $30k 530.00 57.26
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.0 $30k 560.00 53.52
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $30k 770.00 38.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $29k 57.00 514.47
AES Corporation (AES) 0.0 $29k 2.3k 12.42
Lamar Advertising Cl A (LAMR) 0.0 $28k 250.00 113.78
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $28k 274.00 102.00
Realty Income (O) 0.0 $28k 479.00 58.01
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $28k 700.00 39.53
Genmab A/s Sponsored Ads (GMAB) 0.0 $27k 1.4k 19.58
Paycom Software (PAYC) 0.0 $27k 125.00 218.48
ConocoPhillips (COP) 0.0 $27k 260.00 105.02
Mesabi Tr Ctf Ben Int (MSB) 0.0 $27k 1.0k 27.20
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $27k 3.5k 7.76
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $27k 450.00 60.19
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $27k 20.00 1350.00
Mid-America Apartment (MAA) 0.0 $26k 155.00 167.58
Mohawk Industries (MHK) 0.0 $26k 225.00 114.18
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $25k 269.00 92.59
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $25k 543.00 45.67
Viatris (VTRS) 0.0 $25k 2.8k 8.71
Docusign (DOCU) 0.0 $24k 300.00 81.40
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $24k 242.00 99.21
Key (KEY) 0.0 $24k 1.5k 15.99
Super Micro Computer Com New (SMCI) 0.0 $24k 700.00 34.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $24k 126.00 188.16
Philip Morris International (PM) 0.0 $24k 148.00 158.73
Netflix (NFLX) 0.0 $23k 25.00 931.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $23k 290.00 78.94
Zscaler Incorporated (ZS) 0.0 $23k 115.00 198.42
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $22k 100.00 222.15
Enbridge (ENB) 0.0 $22k 500.00 44.31
Air Products & Chemicals (APD) 0.0 $22k 75.00 294.92
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $22k 425.00 51.94
Zim Integrated Shipping Serv SHS (ZIM) 0.0 $22k 1.5k 14.59
Spdr Gold Tr Gold Shs (GLD) 0.0 $22k 75.00 289.79
Enterprise Products Partners (EPD) 0.0 $21k 620.00 34.14
Western Union Company (WU) 0.0 $21k 2.0k 10.58
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $21k 150.00 140.39
Select Sector Spdr Tr Communication (XLC) 0.0 $21k 214.00 96.45
Xplr Infrastructure Com Unit Part In (XIFR) 0.0 $20k 2.2k 9.50
Open Text Corp (OTEX) 0.0 $20k 800.00 25.26
Ishares Tr Core High Dv Etf (HDV) 0.0 $20k 165.00 121.12
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $19k 564.00 34.25
Alamos Gold Com Cl A (AGI) 0.0 $19k 700.00 26.74
Evergy (EVRG) 0.0 $19k 269.00 68.95
Bristol Myers Squibb (BMY) 0.0 $18k 300.00 60.99
Rubrik Cl A (RBRK) 0.0 $18k 300.00 60.98
Biolife Solutions Com New (BLFS) 0.0 $18k 800.00 22.84
Vici Pptys (VICI) 0.0 $18k 559.00 32.62
Quantum Si Com Cl A (QSI) 0.0 $17k 15k 1.20
Ishares Tr Core Div Grwth (DGRO) 0.0 $17k 280.00 61.78
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $17k 147.00 117.64
Cloudflare Cl A Com (NET) 0.0 $17k 150.00 112.69
Agnc Invt Corp Com reit (AGNC) 0.0 $17k 1.7k 9.58
GDL Com Sh Ben It (GDL) 0.0 $17k 2.0k 8.23
Ally Financial (ALLY) 0.0 $16k 450.00 36.47
Dow (DOW) 0.0 $16k 463.00 34.92
Kellogg Company (K) 0.0 $16k 200.00 80.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $16k 280.00 57.14
Texas Pacific Land Corp (TPL) 0.0 $16k 12.00 1325.00
Amgen (AMGN) 0.0 $16k 50.00 311.56
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $15k 585.00 26.35
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $15k 147.00 104.57
Welltower Inc Com reit (WELL) 0.0 $15k 100.00 153.21
First Tr Morningstar Divid L SHS (FDL) 0.0 $15k 350.00 43.44
Pgim Etf Tr Total Return Bon (PTRB) 0.0 $15k 362.00 41.74
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $15k 255.00 58.69
Qualcomm (QCOM) 0.0 $15k 97.00 153.61
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $15k 2.7k 5.51
Alkermes SHS (ALKS) 0.0 $15k 450.00 33.02
Penske Automotive (PAG) 0.0 $14k 100.00 143.98
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $14k 180.00 78.85
Te Connectivity Ord Shs (TEL) 0.0 $14k 100.00 141.32
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $14k 872.00 16.17
Roku Com Cl A (ROKU) 0.0 $14k 200.00 70.44
Adma Biologics (ADMA) 0.0 $14k 700.00 19.84
Proshares Tr S&p 500 High Inc (ISPY) 0.0 $14k 329.00 42.04
Exelon Corporation (EXC) 0.0 $14k 300.00 46.08
Goldman Sachs (GS) 0.0 $14k 25.00 546.28
Hovnanian Enterprises Cl A New (HOV) 0.0 $14k 130.00 104.71
Qifu Technology American Dep (QFIN) 0.0 $14k 300.00 44.91
Waste Connections (WCN) 0.0 $14k 69.00 195.19
Ishares Tr Select Divid Etf (DVY) 0.0 $13k 100.00 134.29
Genco Shipping & Trading SHS (GNK) 0.0 $13k 1.0k 13.36
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $13k 106.00 124.26
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $13k 150.00 85.98
Carrier Global Corporation (CARR) 0.0 $13k 203.00 63.40
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $13k 125.00 102.35
International Business Machines (IBM) 0.0 $13k 100.00 127.88
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.0 $13k 385.00 33.21
Generac Holdings (GNRC) 0.0 $13k 100.00 126.65
Cheniere Energy Com New (LNG) 0.0 $13k 54.00 231.41
Neogenomics Com New (NEO) 0.0 $12k 1.3k 9.49
Tg Therapeutics (TGTX) 0.0 $12k 300.00 39.43
Nokia Corp Sponsored Adr (NOK) 0.0 $12k 2.5k 4.70
Core Natural Resources Com Shs (CNR) 0.0 $12k 150.00 77.10
Trane Technologies SHS (TT) 0.0 $12k 34.00 336.91
Ecolab (ECL) 0.0 $11k 45.00 253.51
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $11k 139.00 81.67
Morgan Stanley Com New (MS) 0.0 $11k 96.00 116.67
Annaly Capital Management In Com New (NLY) 0.0 $11k 550.00 20.31
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $11k 200.00 55.69
Exelixis (EXEL) 0.0 $11k 300.00 36.92
Republic Services (RSG) 0.0 $11k 45.00 242.16
MPLX Com Unit Rep Ltd (MPLX) 0.0 $11k 200.00 53.52
Celsius Hldgs Com New (CELH) 0.0 $11k 300.00 35.62
Global Partners Com Units (GLP) 0.0 $11k 200.00 53.38
International Paper Company (IP) 0.0 $11k 200.00 53.35
Archer Aviation Com Cl A (ACHR) 0.0 $11k 1.5k 7.11
DTE Energy Company (DTE) 0.0 $11k 77.00 138.27
Iron Mountain (IRM) 0.0 $11k 123.00 86.04
Vertex Cl A (VERX) 0.0 $11k 300.00 35.01
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $10k 333.00 31.34
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.0 $10k 450.00 22.57
First Tr Exchange Traded Nasdq Oil Gas (FTXN) 0.0 $10k 333.00 30.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $10k 69.00 146.01
Datadog Cl A Com (DDOG) 0.0 $9.9k 100.00 99.21
Paccar (PCAR) 0.0 $9.7k 100.00 97.37
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.0 $9.5k 250.00 38.13
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.0 $9.3k 390.00 23.89
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $9.0k 82.00 110.09
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $9.0k 215.00 41.85
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $9.0k 98.00 91.73
Gold Fields Sponsored Adr (GFI) 0.0 $8.8k 400.00 22.09
Cava Group Ord (CAVA) 0.0 $8.6k 100.00 86.41
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.0 $8.4k 265.00 31.74
Invesco Exchange Traded Fd T Semiconductors (PSI) 0.0 $8.3k 175.00 47.38
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $8.2k 54.00 150.98
Veeco Instruments (VECO) 0.0 $8.0k 400.00 20.08
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $8.0k 100.00 79.80
Novo-nordisk A S Adr (NVO) 0.0 $7.8k 113.00 69.30
Wheaton Precious Metals Corp (WPM) 0.0 $7.8k 100.00 77.63
Universal Display Corporation (OLED) 0.0 $7.7k 55.00 139.47
T Rowe Price Etf Price Blue Chip (TCHP) 0.0 $7.6k 200.00 38.09
Eversource Energy (ES) 0.0 $7.3k 118.00 62.11
Select Sector Spdr Tr Financial (XLF) 0.0 $7.3k 146.00 49.81
Vertiv Holdings Com Cl A (VRT) 0.0 $7.2k 100.00 72.20
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $7.2k 75.00 95.97
Spotify Technology S A SHS (SPOT) 0.0 $7.2k 13.00 550.00
Acm Resh Com Cl A (ACMR) 0.0 $7.0k 300.00 23.34
Anthem (ELV) 0.0 $7.0k 16.00 434.94
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $6.8k 100.00 68.36
Ast Spacemobile Com Cl A (ASTS) 0.0 $6.8k 300.00 22.74
Starbucks Corporation (SBUX) 0.0 $6.8k 69.00 98.09
Pgim Global Short Duration H (GHY) 0.0 $6.7k 500.00 13.42
Toyota Motor Corp Ads (TM) 0.0 $6.6k 36.00 182.17
Veralto Corp Com Shs (VLTO) 0.0 $6.4k 66.00 97.45
Becton, Dickinson and (BDX) 0.0 $6.2k 27.00 229.07
Sylvamo Corp Common Stock (SLVM) 0.0 $6.1k 91.00 67.07
Take-Two Interactive Software (TTWO) 0.0 $6.0k 29.00 207.24
Aptiv Com Shs (APTV) 0.0 $6.0k 100.00 59.50
Chimera Invt Corp Com Shs (CIM) 0.0 $5.9k 461.00 12.83
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $5.9k 118.00 49.60
Sofi Technologies (SOFI) 0.0 $5.8k 500.00 11.63
Doximity Cl A (DOCS) 0.0 $5.8k 100.00 58.03
Kinder Morgan (KMI) 0.0 $5.8k 203.00 28.53
Vanguard World Inf Tech Etf (VGT) 0.0 $5.6k 10.00 564.90
Digi International (DGII) 0.0 $5.6k 200.00 27.83
Astrazeneca Sponsored Adr 0.0 $5.6k 100.00 55.56
Halozyme Therapeutics (HALO) 0.0 $5.4k 85.00 63.81
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.0 $5.4k 200.00 27.10
Boston Scientific Corporation (BSX) 0.0 $5.3k 53.00 100.89
Toll Brothers (TOL) 0.0 $5.3k 50.00 105.60
Cbre Clarion Global Real Estat re (IGR) 0.0 $5.2k 1.0k 5.16
Simon Property (SPG) 0.0 $5.1k 31.00 166.06
Prologis (PLD) 0.0 $5.0k 45.00 111.80
Two Hbrs Invt Corp (TWO) 0.0 $5.0k 375.00 13.36
Kingstone Companies (KINS) 0.0 $5.0k 300.00 16.65
Stanley Black & Decker (SWK) 0.0 $4.9k 50.00 97.36
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.0 $4.7k 30.00 156.70
Transmedics Group (TMDX) 0.0 $4.6k 69.00 67.28
Cigna Corp (CI) 0.0 $4.6k 14.00 329.00
Sentinelone Cl A (S) 0.0 $4.5k 250.00 18.18
T. Rowe Price (TROW) 0.0 $4.4k 48.00 91.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $4.4k 176.00 25.04
Atlanta Braves Hldgs Com Ser A (BATRA) 0.0 $4.4k 100.00 43.87
Chemours (CC) 0.0 $4.4k 323.00 13.53
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $4.2k 300.00 14.16
Teradyne (TER) 0.0 $4.1k 50.00 82.60
Ishares Tr Msci Usa Value (VLUE) 0.0 $4.1k 38.00 106.66
Ishares Tr Broad Usd High (USHY) 0.0 $4.0k 109.00 36.81
Agnico (AEM) 0.0 $4.0k 37.00 108.41
Ingevity (NGVT) 0.0 $4.0k 100.00 39.59
Endava Ads (DAVA) 0.0 $3.9k 200.00 19.51
Sarepta Therapeutics (SRPT) 0.0 $3.8k 60.00 63.82
BP Sponsored Adr (BP) 0.0 $3.5k 100.00 35.03
Baxter International (BAX) 0.0 $3.4k 100.00 34.23
Boston Properties (BXP) 0.0 $3.4k 50.00 67.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $3.3k 25.00 132.24
Pimco Income Strategy Fund II (PFN) 0.0 $3.1k 300.00 10.43
Ishares Tr Global Reit Etf (REET) 0.0 $3.1k 126.00 24.26
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $2.9k 189.00 15.22
T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $2.9k 89.00 32.28
Alnylam Pharmaceuticals (ALNY) 0.0 $2.7k 10.00 270.00
Vontier Corporation (VNT) 0.0 $2.6k 80.00 32.85
Tidal Tr Ii Yieldmax Googl (GOOY) 0.0 $2.4k 200.00 11.82
Lithium Amers Corp Com Shs (LAC) 0.0 $2.2k 800.00 2.71
Northwest Pipe Company (NWPX) 0.0 $2.1k 50.00 41.30
Dbv Technologies S A Sponsored Ads (DBVT) 0.0 $2.0k 300.00 6.82
Leidos Holdings (LDOS) 0.0 $1.9k 14.00 134.93
Johnson Ctls Intl SHS (JCI) 0.0 $1.8k 23.00 80.13
Analog Devices (ADI) 0.0 $1.8k 9.00 201.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.8k 76.00 23.43
Walgreen Boots Alliance 0.0 $1.8k 100.00 17.64
TJX Companies (TJX) 0.0 $1.6k 13.00 121.77
Bigbear Ai Hldgs (BBAI) 0.0 $1.4k 500.00 2.86
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.4k 52.00 27.38
Codexis (CDXS) 0.0 $1.3k 500.00 2.69
Artiva Biotherapeutics (ARTV) 0.0 $1.2k 400.00 3.00
Progressive Corporation (PGR) 0.0 $1.1k 4.00 283.00
Zynex (ZYXIQ) 0.0 $1.1k 500.00 2.20
Ishares Tr Intl Eqty Factor (INTF) 0.0 $1.1k 35.00 30.83
Brighthouse Finl (BHF) 0.0 $1.0k 18.00 58.00
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $961.999600 29.00 33.17
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $726.000300 9.00 80.67
Plug Power Com New (PLUG) 0.0 $689.010000 510.00 1.35
Alight Com Cl A (ALIT) 0.0 $593.000000 100.00 5.93
Dbx Etf Tr Xtrackers Artifi (XAIX) 0.0 $440.000400 14.00 31.43
Global X Fds Artificial Etf (AIQ) 0.0 $437.000400 12.00 36.42
Now (DNOW) 0.0 $427.000000 25.00 17.08
Hewlett Packard Enterprise (HPE) 0.0 $386.000000 25.00 15.44
Alector (ALEC) 0.0 $369.000000 300.00 1.23
Nkarta (NKTX) 0.0 $368.000000 200.00 1.84
FirstEnergy (FE) 0.0 $304.000000 8.00 38.00
Moderna (MRNA) 0.0 $284.000000 10.00 28.40
Nike CL B (NKE) 0.0 $254.000000 4.00 63.50
Lucid Group 0.0 $242.000000 100.00 2.42
Century Therapeutics (IPSC) 0.0 $238.000000 500.00 0.48
Fate Therapeutics (FATE) 0.0 $237.000000 300.00 0.79
Evolent Health Cl A (EVH) 0.0 $237.000000 25.00 9.48
Advansix (ASIX) 0.0 $227.000000 10.00 22.70
Kyndryl Hldgs Common Stock (KD) 0.0 $157.000000 5.00 31.40
Ford Motor Company (F) 0.0 $128.000400 11.00 11.64
Kopin Corporation (KOPN) 0.0 $93.000000 100.00 0.93
General Motors Company (GM) 0.0 $89.000000 2.00 44.50
Aurora Cannabis (ACB) 0.0 $35.000000 8.00 4.38
Cel-sci Corp Com Par New 0.0 $9.000000 40.00 0.23