Apple
(AAPL)
|
5.3 |
$11M |
|
98k |
115.81 |
Amazon
(AMZN)
|
5.2 |
$11M |
|
3.6k |
3148.81 |
iShares S&P NA Tech. Sec. Idx
(IGM)
|
5.1 |
$11M |
|
35k |
309.05 |
Alphabet Inc Class A cs
(GOOGL)
|
2.8 |
$6.0M |
|
4.1k |
1465.66 |
Vanguard Growth ETF
(VUG)
|
2.7 |
$5.8M |
|
25k |
227.62 |
Microsoft Corporation
(MSFT)
|
2.4 |
$5.2M |
|
25k |
210.32 |
Deere & Company
(DE)
|
2.2 |
$4.7M |
|
21k |
221.61 |
Danaher Corporation
(DHR)
|
2.2 |
$4.7M |
|
22k |
215.33 |
iShares Russell 1000 Growth Index
(IWF)
|
2.2 |
$4.7M |
|
22k |
216.88 |
FedEx Corporation
(FDX)
|
2.1 |
$4.5M |
|
18k |
251.47 |
salesforce
(CRM)
|
2.1 |
$4.5M |
|
18k |
251.33 |
Vanguard Total Stock Market ETF
(VTI)
|
2.1 |
$4.5M |
|
26k |
170.30 |
NVIDIA Corporation
(NVDA)
|
1.9 |
$4.0M |
|
7.5k |
541.25 |
Servicenow
(NOW)
|
1.9 |
$4.0M |
|
8.3k |
485.06 |
iShares S&P NA Tec.-SW. Idx. Fund
(IGV)
|
1.9 |
$4.0M |
|
13k |
311.09 |
Mastercard Cl. A
(MA)
|
1.8 |
$3.9M |
|
12k |
338.19 |
Pepsi
(PEP)
|
1.8 |
$3.8M |
|
28k |
138.59 |
Parker-Hannifin Corporation
(PH)
|
1.6 |
$3.5M |
|
17k |
202.33 |
Johnson & Johnson
(JNJ)
|
1.6 |
$3.4M |
|
23k |
148.86 |
Caterpillar
(CAT)
|
1.6 |
$3.4M |
|
23k |
149.15 |
stock
|
1.6 |
$3.3M |
|
18k |
188.10 |
iShares Russell Midcap Growth Idx.
(IWP)
|
1.5 |
$3.3M |
|
19k |
172.88 |
Technology SPDR
(XLK)
|
1.5 |
$3.2M |
|
28k |
116.68 |
Shopify Inc cl a
(SHOP)
|
1.5 |
$3.2M |
|
3.2k |
1023.12 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
1.5 |
$3.2M |
|
17k |
185.38 |
Air Products & Chemicals
(APD)
|
1.5 |
$3.1M |
|
11k |
297.85 |
McCormick & Company, Incorporated
(MKC)
|
1.4 |
$3.0M |
|
15k |
194.12 |
Lam Research Corporation
(LRCX)
|
1.4 |
$2.9M |
|
8.9k |
331.72 |
iShares Dow Jones US Medical Dev.
(IHI)
|
1.3 |
$2.9M |
|
9.6k |
299.58 |
JPMorgan Chase & Co.
(JPM)
|
1.3 |
$2.8M |
|
29k |
96.27 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
1.3 |
$2.7M |
|
74k |
36.44 |
Vanguard Large-Cap ETF
(VV)
|
1.2 |
$2.7M |
|
17k |
156.42 |
Consumer Discretionary SPDR
(XLY)
|
1.2 |
$2.5M |
|
17k |
146.99 |
Xpo Logistics Inc equity
(XPO)
|
1.1 |
$2.4M |
|
29k |
84.66 |
SPDR DJ Wilshire Small Cap
|
1.1 |
$2.4M |
|
40k |
60.87 |
Jm Smucker Company
|
1.1 |
$2.4M |
|
21k |
115.52 |
Citigroup
(C)
|
1.1 |
$2.3M |
|
53k |
43.10 |
General Electric Company
|
1.0 |
$2.1M |
|
343k |
6.23 |
Spdr S&p 500 Etf
(SPY)
|
0.9 |
$2.0M |
|
6.0k |
334.89 |
Flaherty & Crumrine Dynamic P Preferred
(DFP)
|
0.9 |
$2.0M |
|
73k |
27.30 |
Boeing Company
(BA)
|
0.9 |
$1.8M |
|
11k |
165.30 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
0.8 |
$1.8M |
|
18k |
101.97 |
Pimco Dynamic Credit Income other
|
0.8 |
$1.7M |
|
83k |
20.08 |
At&t
(T)
|
0.7 |
$1.6M |
|
55k |
28.51 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.7 |
$1.5M |
|
5.3k |
277.89 |
Ishares Tr Exponential Technologies Etf
(XT)
|
0.7 |
$1.5M |
|
30k |
48.55 |
iShares Dow Jones U.S. Index Fund
(IYY)
|
0.7 |
$1.4M |
|
8.7k |
166.67 |
First Tr Inter Duration Pfd & Income
(FPF)
|
0.6 |
$1.3M |
|
62k |
21.49 |
iShares Russell 2000 Index
(IWM)
|
0.6 |
$1.3M |
|
8.8k |
149.82 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.6 |
$1.3M |
|
7.0k |
180.20 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.6 |
$1.2M |
|
3.6k |
338.87 |
Amgen
(AMGN)
|
0.5 |
$1.1M |
|
4.5k |
254.16 |
Vanguard Extended Market ETF
(VXF)
|
0.5 |
$1.1M |
|
8.6k |
129.71 |
Citigroup Inc. Preferred Ser S Preferred
|
0.5 |
$1.1M |
|
43k |
25.62 |
Nuveen Muni Value Fund
(NUV)
|
0.5 |
$1.1M |
|
100k |
10.66 |
Nuveen High Income November
|
0.5 |
$1.0M |
|
117k |
8.95 |
Netflix
(NFLX)
|
0.5 |
$1.0M |
|
2.0k |
500.25 |
Eaton Vance Municipal Bond Fund
(EIM)
|
0.5 |
$1.0M |
|
76k |
13.17 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.5 |
$968k |
|
62k |
15.66 |
Verizon Communications
(VZ)
|
0.4 |
$964k |
|
16k |
59.51 |
Walt Disney Company
(DIS)
|
0.4 |
$948k |
|
7.6k |
124.08 |
Goldman Sachs Group Inc. Prfrd Ser N Preferred
|
0.4 |
$944k |
|
36k |
25.93 |
Intel Corporation
(INTC)
|
0.4 |
$927k |
|
18k |
51.78 |
Exchange Traded Concepts Tr robo stx glb etf
(ROBO)
|
0.4 |
$899k |
|
19k |
48.14 |
Iron Mountain
(IRM)
|
0.4 |
$883k |
|
33k |
26.80 |
Merck & Co
(MRK)
|
0.4 |
$871k |
|
11k |
82.91 |
Alphabet Inc Class C cs
(GOOG)
|
0.4 |
$851k |
|
579.00 |
1469.78 |
Bank of America Corporation
(BAC)
|
0.4 |
$847k |
|
35k |
24.10 |
SPDR S&P Dividend
(SDY)
|
0.4 |
$785k |
|
8.5k |
92.35 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.4 |
$782k |
|
5.8k |
135.41 |
Costco Wholesale Corporation
(COST)
|
0.4 |
$771k |
|
2.2k |
355.14 |
Consolidated Edison
(ED)
|
0.3 |
$743k |
|
9.6k |
77.80 |
iShares Russell Midcap Index Fund
(IWR)
|
0.3 |
$700k |
|
12k |
57.37 |
Pfizer
(PFE)
|
0.3 |
$699k |
|
19k |
36.69 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$672k |
|
12k |
58.43 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.3 |
$662k |
|
10k |
64.12 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.3 |
$616k |
|
4.9k |
126.41 |
Blackrock Municipal Income Trust
(BFK)
|
0.3 |
$596k |
|
44k |
13.70 |
iShares Russell Midcap Value Index
(IWS)
|
0.3 |
$584k |
|
7.2k |
80.90 |
Schlumberger
(SLB)
|
0.3 |
$566k |
|
36k |
15.57 |
First Trust DJ Internet Index Fund
(FDN)
|
0.3 |
$565k |
|
3.0k |
188.33 |
Gilead Sciences
(GILD)
|
0.3 |
$537k |
|
8.5k |
63.18 |
SPDR S&P Biotech
(XBI)
|
0.2 |
$514k |
|
4.6k |
111.38 |
Energy Select Sector SPDR
(XLE)
|
0.2 |
$502k |
|
17k |
29.97 |
Procter & Gamble Company
(PG)
|
0.2 |
$486k |
|
3.5k |
138.86 |
Union Pacific Corporation
(UNP)
|
0.2 |
$463k |
|
2.4k |
197.02 |
Vanguard High Dividend Yield ETF
(VYM)
|
0.2 |
$450k |
|
5.6k |
80.85 |
Blackrock Capital Allocation Trust
(BCAT)
|
0.2 |
$389k |
|
19k |
20.47 |
Trade Desk
(TTD)
|
0.2 |
$371k |
|
715.00 |
518.88 |
Duke Energy
(DUK)
|
0.2 |
$328k |
|
3.7k |
88.65 |
Vanguard Value ETF
(VTV)
|
0.2 |
$325k |
|
3.1k |
104.43 |
Angel Oak DFS Inc TR
|
0.1 |
$321k |
|
18k |
17.83 |
iShares S&P Global Healthcare Sect.
(IXJ)
|
0.1 |
$320k |
|
4.5k |
71.91 |
Financial Select Sector SPDR
(XLF)
|
0.1 |
$317k |
|
13k |
24.11 |
Abbott Laboratories
(ABT)
|
0.1 |
$316k |
|
2.9k |
108.70 |
Blackstone
|
0.1 |
$310k |
|
5.9k |
52.22 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.1 |
$306k |
|
6.0k |
51.00 |
Chevron Corporation
(CVX)
|
0.1 |
$292k |
|
4.1k |
72.10 |
iShares S&P 500 Value Index
(IVE)
|
0.1 |
$292k |
|
2.6k |
112.31 |
American Electric Power Company
(AEP)
|
0.1 |
$286k |
|
3.5k |
81.71 |
Home Depot
(HD)
|
0.1 |
$285k |
|
1.0k |
278.05 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$265k |
|
4.6k |
57.61 |
SVB Financial
(SIVBQ)
|
0.1 |
$259k |
|
1.1k |
240.93 |
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.1 |
$257k |
|
20k |
12.85 |
Utilities SPDR
(XLU)
|
0.1 |
$249k |
|
4.2k |
59.29 |
SYSCO Corporation
(SYY)
|
0.1 |
$243k |
|
3.9k |
62.31 |
SPDR Gold Trust
(GLD)
|
0.1 |
$239k |
|
1.4k |
177.04 |
Coca-Cola Company
(KO)
|
0.1 |
$238k |
|
4.8k |
49.38 |
Qualcomm
(QCOM)
|
0.1 |
$235k |
|
2.0k |
117.50 |
JPMorgan Chase Dep SH 1/400 5.75 Preferred
(JPM.PD)
|
0.1 |
$232k |
|
8.5k |
27.29 |
Proshares Tr
(UYG)
|
0.1 |
$232k |
|
7.5k |
30.93 |
Spdr Bloomberg Barclays High Yield Bond Etf etf
(JNK)
|
0.1 |
$212k |
|
2.0k |
104.43 |
Vanguard Mid-Cap ETF
(VO)
|
0.1 |
$206k |
|
1.2k |
176.07 |