Apple
(AAPL)
|
5.1 |
$13M |
|
95k |
132.69 |
iShares S&P NA Tech. Sec. Idx
(IGM)
|
5.0 |
$12M |
|
35k |
349.82 |
Amazon
(AMZN)
|
4.4 |
$11M |
|
3.3k |
3256.89 |
Vanguard Growth ETF
(VUG)
|
2.6 |
$6.4M |
|
25k |
253.34 |
Alphabet Inc Class A cs
(GOOGL)
|
2.6 |
$6.3M |
|
3.6k |
1752.57 |
Microsoft Corporation
(MSFT)
|
2.2 |
$5.3M |
|
24k |
222.41 |
Deere & Company
(DE)
|
2.1 |
$5.3M |
|
20k |
269.04 |
iShares Russell 1000 Growth Index
(IWF)
|
2.1 |
$5.2M |
|
22k |
241.16 |
Vanguard Total Stock Market ETF
(VTI)
|
2.1 |
$5.1M |
|
26k |
194.62 |
Parker-Hannifin Corporation
(PH)
|
1.9 |
$4.7M |
|
17k |
272.41 |
iShares S&P NA Tec.-SW. Idx. Fund
(IGV)
|
1.8 |
$4.5M |
|
13k |
354.06 |
Danaher Corporation
(DHR)
|
1.8 |
$4.5M |
|
20k |
222.10 |
FedEx Corporation
(FDX)
|
1.7 |
$4.3M |
|
17k |
259.60 |
Servicenow
(NOW)
|
1.7 |
$4.2M |
|
7.7k |
550.47 |
Lam Research Corporation
(LRCX)
|
1.7 |
$4.2M |
|
8.9k |
472.32 |
Caterpillar
(CAT)
|
1.7 |
$4.1M |
|
23k |
182.02 |
Mastercard Cl. A
(MA)
|
1.6 |
$4.0M |
|
11k |
356.91 |
Pepsi
(PEP)
|
1.6 |
$4.0M |
|
27k |
148.32 |
NVIDIA Corporation
(NVDA)
|
1.6 |
$4.0M |
|
7.6k |
522.24 |
salesforce
(CRM)
|
1.6 |
$3.9M |
|
18k |
222.53 |
iShares Russell Midcap Growth Idx.
(IWP)
|
1.6 |
$3.9M |
|
38k |
102.66 |
General Electric Company
|
1.5 |
$3.8M |
|
352k |
10.80 |
JPMorgan Chase & Co.
(JPM)
|
1.5 |
$3.7M |
|
29k |
127.06 |
Johnson & Johnson
(JNJ)
|
1.5 |
$3.7M |
|
24k |
157.38 |
Technology SPDR
(XLK)
|
1.5 |
$3.6M |
|
28k |
130.02 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
1.4 |
$3.5M |
|
17k |
203.76 |
Xpo Logistics Inc equity
(XPO)
|
1.4 |
$3.5M |
|
29k |
119.20 |
Trane Technologies
(TT)
|
1.4 |
$3.4M |
|
24k |
145.18 |
Shopify Inc cl a
(SHOP)
|
1.4 |
$3.4M |
|
3.0k |
1131.99 |
SVB Financial
(SIVBQ)
|
1.3 |
$3.3M |
|
8.4k |
387.88 |
SPDR DJ Wilshire Small Cap
|
1.3 |
$3.2M |
|
40k |
79.55 |
Air Products & Chemicals
(APD)
|
1.3 |
$3.2M |
|
12k |
273.20 |
iShares Dow Jones US Medical Dev.
(IHI)
|
1.3 |
$3.1M |
|
9.6k |
327.33 |
stock
|
1.3 |
$3.1M |
|
18k |
169.86 |
Vanguard Large-Cap ETF
(VV)
|
1.2 |
$3.0M |
|
17k |
175.74 |
McCormick & Company, Incorporated
(MKC)
|
1.2 |
$2.9M |
|
31k |
95.59 |
Citigroup
(C)
|
1.2 |
$2.9M |
|
47k |
61.66 |
Consumer Discretionary SPDR
(XLY)
|
1.1 |
$2.8M |
|
17k |
160.75 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
1.1 |
$2.6M |
|
69k |
38.52 |
Jm Smucker Company
|
1.0 |
$2.5M |
|
22k |
115.59 |
iShares Russell 2000 Index
(IWM)
|
1.0 |
$2.5M |
|
13k |
196.10 |
Boeing Company
(BA)
|
1.0 |
$2.5M |
|
12k |
214.03 |
Spdr S&p 500 Etf
(SPY)
|
0.9 |
$2.2M |
|
6.0k |
373.85 |
At&t
(T)
|
0.9 |
$2.1M |
|
74k |
28.76 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
0.8 |
$2.0M |
|
20k |
102.06 |
Pimco Dynamic Credit Income other
|
0.7 |
$1.8M |
|
83k |
21.19 |
Ishares Tr Exponential Technologies Etf
(XT)
|
0.7 |
$1.7M |
|
30k |
57.24 |
Flaherty & Crumrine Dynamic P Preferred
(DFP)
|
0.7 |
$1.7M |
|
58k |
29.06 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.7 |
$1.7M |
|
5.3k |
313.83 |
iShares Dow Jones U.S. Index Fund
(IYY)
|
0.7 |
$1.6M |
|
17k |
94.32 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.6 |
$1.5M |
|
3.6k |
420.00 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.6 |
$1.5M |
|
7.0k |
212.11 |
Vanguard Extended Market ETF
(VXF)
|
0.6 |
$1.4M |
|
8.6k |
164.68 |
First Tr Inter Duration Pfd & Income
(FPF)
|
0.6 |
$1.4M |
|
59k |
24.05 |
Citigroup Inc. Preferred Ser S Preferred
|
0.5 |
$1.2M |
|
48k |
25.56 |
Goldman Sachs Group Inc. Prfrd Ser N Preferred
|
0.5 |
$1.2M |
|
46k |
26.53 |
Iron Mountain
(IRM)
|
0.5 |
$1.1M |
|
39k |
29.47 |
Exchange Traded Concepts Tr robo stx glb etf
(ROBO)
|
0.5 |
$1.1M |
|
19k |
60.88 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.1M |
|
35k |
30.30 |
Netflix
(NFLX)
|
0.4 |
$1.0M |
|
1.9k |
540.78 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.4 |
$1.0M |
|
62k |
16.77 |
Amgen
(AMGN)
|
0.4 |
$1.0M |
|
4.5k |
230.03 |
Nuveen Muni Value Fund
(NUV)
|
0.4 |
$1.0M |
|
93k |
11.10 |
Eaton Vance Municipal Bond Fund
(EIM)
|
0.4 |
$988k |
|
73k |
13.60 |
Alphabet Inc Class C cs
(GOOG)
|
0.4 |
$979k |
|
559.00 |
1751.34 |
Nuveen High Income November
|
0.4 |
$975k |
|
106k |
9.20 |
Verizon Communications
(VZ)
|
0.4 |
$949k |
|
16k |
58.76 |
SPDR S&P Dividend
(SDY)
|
0.4 |
$900k |
|
8.5k |
105.88 |
Blackrock Municipal Income Trust
(BFK)
|
0.4 |
$890k |
|
58k |
15.48 |
Intel Corporation
(INTC)
|
0.4 |
$878k |
|
18k |
49.81 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.4 |
$875k |
|
5.8k |
151.52 |
Merck & Co
(MRK)
|
0.3 |
$847k |
|
10k |
81.80 |
Walt Disney Company
(DIS)
|
0.3 |
$842k |
|
4.7k |
181.08 |
iShares Russell Midcap Index Fund
(IWR)
|
0.3 |
$836k |
|
12k |
68.52 |
iShares Russell Midcap Value Index
(IWS)
|
0.3 |
$790k |
|
8.1k |
96.99 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$785k |
|
12k |
68.26 |
Schlumberger
(SLB)
|
0.3 |
$737k |
|
34k |
21.84 |
Pfizer
(PFE)
|
0.3 |
$709k |
|
19k |
36.83 |
Energy Select Sector SPDR
(XLE)
|
0.3 |
$709k |
|
19k |
37.91 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.3 |
$696k |
|
10k |
67.41 |
Consolidated Edison
(ED)
|
0.3 |
$690k |
|
9.6k |
72.25 |
First Trust DJ Internet Index Fund
(FDN)
|
0.3 |
$637k |
|
3.0k |
212.33 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.3 |
$622k |
|
4.9k |
127.64 |
SPDR S&P Biotech
(XBI)
|
0.3 |
$621k |
|
4.4k |
140.82 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$611k |
|
1.6k |
376.93 |
Trade Desk
(TTD)
|
0.2 |
$573k |
|
715.00 |
801.40 |
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.2 |
$542k |
|
40k |
13.55 |
Vanguard High Dividend Yield ETF
(VYM)
|
0.2 |
$509k |
|
5.6k |
91.45 |
US Bancorp Prefrd Ser F Preferred
|
0.2 |
$497k |
|
19k |
26.68 |
Gilead Sciences
(GILD)
|
0.2 |
$495k |
|
8.5k |
58.24 |
Blackrock Capital Allocation Trust
(BCAT)
|
0.2 |
$490k |
|
23k |
21.78 |
Procter & Gamble Company
(PG)
|
0.2 |
$487k |
|
3.5k |
139.14 |
JP Morgan Chase & Co Prfrd Ser G Preferred
|
0.2 |
$449k |
|
18k |
25.73 |
Southern Company
(SO)
|
0.2 |
$390k |
|
6.4k |
61.42 |
Blackstone
|
0.2 |
$385k |
|
5.9k |
64.86 |
Proshares Tr
(UYG)
|
0.2 |
$381k |
|
9.0k |
42.33 |
Financial Select Sector SPDR
(XLF)
|
0.2 |
$373k |
|
13k |
29.49 |
Vanguard Value ETF
(VTV)
|
0.1 |
$365k |
|
3.1k |
119.05 |
Chevron Corporation
(CVX)
|
0.1 |
$342k |
|
4.1k |
84.44 |
iShares S&P Global Healthcare Sect.
(IXJ)
|
0.1 |
$340k |
|
4.5k |
76.40 |
JP Morgan Chase & Co Prfrd Ser H Preferred
|
0.1 |
$338k |
|
13k |
25.95 |
Angel Oak DFS Inc TR
|
0.1 |
$336k |
|
18k |
18.67 |
iShares S&P 500 Value Index
(IVE)
|
0.1 |
$333k |
|
2.6k |
128.08 |
Abbott Laboratories
(ABT)
|
0.1 |
$318k |
|
2.9k |
109.39 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.1 |
$307k |
|
6.0k |
51.17 |
American Electric Power Company
(AEP)
|
0.1 |
$291k |
|
3.5k |
83.14 |
SYSCO Corporation
(SYY)
|
0.1 |
$290k |
|
3.9k |
74.36 |
Qualcomm
(QCOM)
|
0.1 |
$289k |
|
1.9k |
152.11 |
Coca-Cola Company
(KO)
|
0.1 |
$264k |
|
4.8k |
54.77 |
Utilities SPDR
(XLU)
|
0.1 |
$263k |
|
4.2k |
62.62 |
Viatris
(VTRS)
|
0.1 |
$263k |
|
14k |
18.76 |
Vanguard Mid-Cap ETF
(VO)
|
0.1 |
$242k |
|
1.2k |
206.84 |
SPDR Gold Trust
(GLD)
|
0.1 |
$241k |
|
1.4k |
178.52 |
JPMorgan Chase Dep SH 1400 Preferred
(JPM.PD)
|
0.1 |
$239k |
|
8.5k |
28.12 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$227k |
|
5.5k |
41.27 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$222k |
|
3.1k |
71.61 |
Spdr Bloomberg Barclays High Yield Bond Etf etf
(JNK)
|
0.1 |
$221k |
|
2.0k |
108.87 |
Home Depot
(HD)
|
0.1 |
$219k |
|
825.00 |
265.45 |
Freeport-McMoRan Copper & Gold
(FCX)
|
0.1 |
$217k |
|
8.4k |
25.99 |
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.1 |
$199k |
|
15k |
13.27 |
Nuveen Quality Pref. Inc. Fund II
|
0.1 |
$180k |
|
19k |
9.73 |