Amazon
(AMZN)
|
5.2 |
$10M |
|
3.8k |
2758.86 |
Apple
(AAPL)
|
5.1 |
$10M |
|
28k |
364.81 |
iShares S&P NA Tech. Sec. Idx
(IGM)
|
4.9 |
$9.8M |
|
35k |
279.13 |
Microsoft Corporation
(MSFT)
|
3.1 |
$6.2M |
|
30k |
203.50 |
Alphabet Inc Class A cs
(GOOGL)
|
2.9 |
$5.9M |
|
4.2k |
1417.94 |
Vanguard Growth ETF
(VUG)
|
2.6 |
$5.1M |
|
25k |
202.09 |
Shopify Inc cl a
(SHOP)
|
2.3 |
$4.7M |
|
4.9k |
949.24 |
stock
|
2.2 |
$4.4M |
|
22k |
198.68 |
Servicenow
(NOW)
|
2.1 |
$4.3M |
|
11k |
405.04 |
Vanguard Total Stock Market ETF
(VTI)
|
2.1 |
$4.1M |
|
26k |
156.54 |
iShares Russell 1000 Growth Index
(IWF)
|
2.0 |
$4.1M |
|
21k |
191.97 |
Danaher Corporation
(DHR)
|
2.0 |
$4.1M |
|
23k |
176.83 |
salesforce
(CRM)
|
2.0 |
$4.0M |
|
22k |
187.33 |
Pepsi
(PEP)
|
1.9 |
$3.9M |
|
29k |
132.27 |
Deere & Company
(DE)
|
1.8 |
$3.7M |
|
23k |
157.16 |
iShares S&P NA Tec.-SW. Idx. Fund
(IGV)
|
1.8 |
$3.6M |
|
13k |
284.22 |
Mastercard Cl. A
(MA)
|
1.8 |
$3.6M |
|
12k |
295.72 |
Johnson & Johnson
(JNJ)
|
1.7 |
$3.5M |
|
25k |
140.61 |
NVIDIA Corporation
(NVDA)
|
1.7 |
$3.4M |
|
8.8k |
379.96 |
Parker-Hannifin Corporation
(PH)
|
1.7 |
$3.3M |
|
18k |
183.26 |
Lam Research Corporation
(LRCX)
|
1.6 |
$3.3M |
|
10k |
323.42 |
Caterpillar
(CAT)
|
1.5 |
$3.0M |
|
24k |
126.51 |
iShares Russell Midcap Growth Idx.
(IWP)
|
1.5 |
$3.0M |
|
19k |
158.14 |
McCormick & Company, Incorporated
(MKC)
|
1.4 |
$2.9M |
|
16k |
179.38 |
Technology SPDR
(XLK)
|
1.4 |
$2.9M |
|
28k |
104.48 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
1.4 |
$2.8M |
|
17k |
163.53 |
Citigroup
(C)
|
1.4 |
$2.8M |
|
55k |
51.10 |
JPMorgan Chase & Co.
(JPM)
|
1.4 |
$2.8M |
|
30k |
94.05 |
FedEx Corporation
(FDX)
|
1.3 |
$2.7M |
|
19k |
140.20 |
Air Products & Chemicals
(APD)
|
1.3 |
$2.7M |
|
11k |
241.47 |
iShares Dow Jones US Medical Dev.
(IHI)
|
1.3 |
$2.5M |
|
9.6k |
264.82 |
General Electric Company
|
1.2 |
$2.5M |
|
361k |
6.83 |
Vanguard Large-Cap ETF
(VV)
|
1.2 |
$2.4M |
|
17k |
142.97 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
1.2 |
$2.4M |
|
70k |
34.64 |
Jm Smucker Company
|
1.2 |
$2.4M |
|
22k |
105.82 |
SPDR DJ Wilshire Small Cap
|
1.2 |
$2.4M |
|
40k |
59.03 |
Consumer Discretionary SPDR
(XLY)
|
1.1 |
$2.2M |
|
17k |
127.69 |
Boeing Company
(BA)
|
1.1 |
$2.1M |
|
12k |
183.29 |
Spdr S&p 500 Etf
(SPY)
|
1.0 |
$2.0M |
|
6.6k |
308.38 |
Flaherty & Crumrine Dynamic P Preferred
(DFP)
|
0.9 |
$1.8M |
|
74k |
24.33 |
At&t
(T)
|
0.9 |
$1.8M |
|
59k |
30.23 |
Pimco Dynamic Credit Income other
|
0.8 |
$1.6M |
|
84k |
18.42 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.7 |
$1.4M |
|
5.6k |
247.55 |
iShares Dow Jones U.S. Index Fund
(IYY)
|
0.7 |
$1.3M |
|
8.8k |
153.06 |
Ishares Tr Exponential Technologies Etf
(XT)
|
0.7 |
$1.3M |
|
30k |
44.51 |
iShares Russell 2000 Index
(IWM)
|
0.6 |
$1.2M |
|
8.7k |
143.20 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.6 |
$1.2M |
|
7.0k |
165.10 |
First Tr Inter Duration Pfd & Income
(FPF)
|
0.6 |
$1.2M |
|
54k |
21.31 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.6 |
$1.2M |
|
3.6k |
324.51 |
Intel Corporation
(INTC)
|
0.6 |
$1.1M |
|
19k |
59.83 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
0.6 |
$1.1M |
|
11k |
101.72 |
Citigroup Inc. Preferred Ser S Preferred
|
0.5 |
$1.1M |
|
43k |
25.60 |
Amgen
(AMGN)
|
0.5 |
$1.1M |
|
4.5k |
235.74 |
Nuveen High Income November
|
0.5 |
$1.0M |
|
117k |
8.93 |
Nuveen Muni Value Fund
(NUV)
|
0.5 |
$1.0M |
|
100k |
10.20 |
Vanguard Extended Market ETF
(VXF)
|
0.5 |
$1.0M |
|
8.6k |
118.36 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.5 |
$945k |
|
62k |
15.29 |
Goldman Sachs Group Inc. Prfrd Ser N Preferred
|
0.5 |
$945k |
|
36k |
25.96 |
Netflix
(NFLX)
|
0.5 |
$944k |
|
2.1k |
454.94 |
Eaton Vance Municipal Bond Fund
(EIM)
|
0.5 |
$941k |
|
74k |
12.72 |
Verizon Communications
(VZ)
|
0.4 |
$894k |
|
16k |
55.10 |
Alphabet Inc Class C cs
(GOOG)
|
0.4 |
$885k |
|
626.00 |
1413.74 |
Walt Disney Company
(DIS)
|
0.4 |
$874k |
|
7.8k |
111.48 |
Bank of America Corporation
(BAC)
|
0.4 |
$858k |
|
36k |
23.74 |
Exchange Traded Concepts Tr robo stx glb etf
(ROBO)
|
0.4 |
$812k |
|
19k |
43.48 |
Merck & Co
(MRK)
|
0.4 |
$812k |
|
11k |
77.30 |
Schlumberger
(SLB)
|
0.4 |
$799k |
|
43k |
18.40 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.4 |
$789k |
|
5.8k |
136.62 |
Iron Mountain
(IRM)
|
0.4 |
$783k |
|
30k |
26.10 |
SPDR S&P Dividend
(SDY)
|
0.4 |
$775k |
|
8.5k |
91.18 |
CVS Caremark Corporation
(CVS)
|
0.4 |
$773k |
|
12k |
64.96 |
Energy Select Sector SPDR
(XLE)
|
0.4 |
$723k |
|
19k |
37.85 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.4 |
$722k |
|
5.9k |
122.94 |
Consolidated Edison
(ED)
|
0.3 |
$687k |
|
9.6k |
71.94 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$658k |
|
2.2k |
303.09 |
iShares Russell Midcap Index Fund
(IWR)
|
0.3 |
$654k |
|
12k |
53.60 |
Gilead Sciences
(GILD)
|
0.3 |
$654k |
|
8.5k |
76.94 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.3 |
$605k |
|
10k |
58.60 |
Chevron Corporation
(CVX)
|
0.3 |
$558k |
|
6.3k |
89.28 |
iShares Russell Midcap Value Index
(IWS)
|
0.3 |
$552k |
|
7.2k |
76.46 |
First Trust DJ Internet Index Fund
(FDN)
|
0.3 |
$512k |
|
3.0k |
170.67 |
Vanguard High Dividend Yield ETF
(VYM)
|
0.2 |
$438k |
|
5.6k |
78.69 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$422k |
|
7.2k |
58.73 |
Procter & Gamble Company
(PG)
|
0.2 |
$418k |
|
3.5k |
119.43 |
Union Pacific Corporation
(UNP)
|
0.2 |
$397k |
|
2.4k |
168.94 |
American Electric Power Company
(AEP)
|
0.2 |
$368k |
|
4.6k |
79.57 |
Angel Oak DFS Inc TR
|
0.2 |
$360k |
|
18k |
20.00 |
Blackstone
|
0.2 |
$337k |
|
6.0k |
56.59 |
Duke Energy
(DUK)
|
0.2 |
$334k |
|
4.2k |
80.00 |
Financial Select Sector SPDR
(XLF)
|
0.2 |
$333k |
|
14k |
23.12 |
Vanguard Value ETF
(VTV)
|
0.2 |
$310k |
|
3.1k |
99.61 |
iShares S&P Global Healthcare Sect.
(IXJ)
|
0.2 |
$306k |
|
4.5k |
68.76 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.1 |
$301k |
|
6.0k |
50.17 |
Abbott Laboratories
(ABT)
|
0.1 |
$292k |
|
3.2k |
91.34 |
Trade Desk
(TTD)
|
0.1 |
$285k |
|
700.00 |
407.14 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$283k |
|
4.6k |
61.52 |
iShares S&P 500 Value Index
(IVE)
|
0.1 |
$281k |
|
2.6k |
108.08 |
Pfizer
(PFE)
|
0.1 |
$278k |
|
8.5k |
32.71 |
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.1 |
$258k |
|
20k |
12.90 |
Home Depot
(HD)
|
0.1 |
$257k |
|
1.0k |
250.73 |
Utilities SPDR
(XLU)
|
0.1 |
$237k |
|
4.2k |
56.43 |
SVB Financial
(SIVBQ)
|
0.1 |
$232k |
|
1.1k |
215.81 |
SPDR Gold Trust
(GLD)
|
0.1 |
$226k |
|
1.4k |
167.41 |
JPMorgan Chase Dep SH 1/400 5.75 Preferred
(JPM.PD)
|
0.1 |
$225k |
|
8.5k |
26.47 |
Coca-Cola Company
(KO)
|
0.1 |
$215k |
|
4.8k |
44.61 |
SYSCO Corporation
(SYY)
|
0.1 |
$213k |
|
3.9k |
54.62 |
Spdr Bloomberg Barclays High Yield Bond Etf etf
(JNK)
|
0.1 |
$205k |
|
2.0k |
100.99 |
John Hancock Tax-Advantage Dvd Incom
(HTD)
|
0.1 |
$205k |
|
11k |
19.29 |
Freeport-McMoRan Copper & Gold
(FCX)
|
0.1 |
$178k |
|
15k |
11.56 |
Blackrock Municipal Income Trust
(BFK)
|
0.1 |
$133k |
|
10k |
13.30 |