iShares S&P NA Tech. Sec. Idx
(IGM)
|
5.0 |
$14M |
|
34k |
403.65 |
Apple
(AAPL)
|
4.7 |
$13M |
|
90k |
141.50 |
Amazon
(AMZN)
|
3.9 |
$10M |
|
3.2k |
3284.90 |
Alphabet Inc Class A cs
(GOOGL)
|
3.3 |
$9.0M |
|
3.4k |
2673.38 |
Vanguard Growth ETF
(VUG)
|
2.7 |
$7.4M |
|
25k |
290.15 |
Microsoft Corporation
(MSFT)
|
2.3 |
$6.1M |
|
22k |
281.92 |
NVIDIA Corporation
(NVDA)
|
2.2 |
$5.9M |
|
28k |
207.17 |
Vanguard Total Stock Market ETF
(VTI)
|
2.1 |
$5.7M |
|
26k |
222.05 |
iShares Russell 1000 Growth Index
(IWF)
|
2.1 |
$5.6M |
|
21k |
274.05 |
Danaher Corporation
(DHR)
|
2.0 |
$5.3M |
|
17k |
304.45 |
iShares S&P NA Tec.-SW. Idx. Fund
(IGV)
|
1.9 |
$5.2M |
|
13k |
399.15 |
Servicenow
(NOW)
|
1.7 |
$4.5M |
|
7.3k |
622.23 |
Deere & Company
(DE)
|
1.7 |
$4.5M |
|
13k |
335.07 |
salesforce
(CRM)
|
1.6 |
$4.4M |
|
16k |
271.24 |
JPMorgan Chase & Co.
(JPM)
|
1.6 |
$4.4M |
|
27k |
163.69 |
SVB Financial
(SIVBQ)
|
1.6 |
$4.4M |
|
6.8k |
646.81 |
Technology SPDR
(XLK)
|
1.5 |
$4.1M |
|
28k |
149.33 |
General Electric Company
|
1.5 |
$4.1M |
|
40k |
103.02 |
iShares Russell Midcap Growth Idx.
(IWP)
|
1.5 |
$4.1M |
|
36k |
112.08 |
Lam Research Corporation
(LRCX)
|
1.5 |
$4.0M |
|
7.1k |
569.21 |
Parker-Hannifin Corporation
(PH)
|
1.5 |
$4.0M |
|
14k |
279.62 |
Applied Materials
(AMAT)
|
1.5 |
$3.9M |
|
31k |
128.75 |
Caterpillar
(CAT)
|
1.4 |
$3.9M |
|
20k |
191.95 |
SPDR DJ Wilshire Small Cap
|
1.4 |
$3.8M |
|
40k |
94.73 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
1.4 |
$3.7M |
|
16k |
234.79 |
iShares Russell 2000 Index
(IWM)
|
1.4 |
$3.7M |
|
17k |
218.73 |
Pepsi
(PEP)
|
1.4 |
$3.7M |
|
25k |
150.41 |
Mastercard Cl. A
(MA)
|
1.4 |
$3.7M |
|
11k |
347.65 |
Trane Technologies
(TT)
|
1.4 |
$3.7M |
|
21k |
172.66 |
Shopify Inc cl a
(SHOP)
|
1.3 |
$3.6M |
|
2.7k |
1355.58 |
FedEx Corporation
(FDX)
|
1.3 |
$3.6M |
|
16k |
219.27 |
Johnson & Johnson
(JNJ)
|
1.3 |
$3.5M |
|
22k |
161.49 |
iShares Dow Jones US Medical Dev.
(IHI)
|
1.2 |
$3.3M |
|
53k |
62.78 |
Vanguard Large-Cap ETF
(VV)
|
1.2 |
$3.2M |
|
16k |
200.92 |
Consumer Discretionary SPDR
(XLY)
|
1.2 |
$3.1M |
|
17k |
179.42 |
Coupa Software
|
1.1 |
$3.0M |
|
14k |
219.16 |
Citigroup
(C)
|
1.1 |
$3.0M |
|
43k |
70.17 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
1.1 |
$2.9M |
|
75k |
38.81 |
Air Products & Chemicals
(APD)
|
1.0 |
$2.8M |
|
11k |
256.08 |
At&t
(T)
|
1.0 |
$2.7M |
|
100k |
27.01 |
stock
|
0.9 |
$2.5M |
|
17k |
144.70 |
Boeing Company
(BA)
|
0.9 |
$2.5M |
|
11k |
219.97 |
J.M. Smucker Company
(SJM)
|
0.9 |
$2.4M |
|
20k |
120.04 |
McCormick & Company, Incorporated
(MKC)
|
0.9 |
$2.3M |
|
28k |
81.02 |
Spdr S&p 500 Etf
(SPY)
|
0.9 |
$2.3M |
|
5.3k |
429.21 |
Xpo Logistics Inc equity
(XPO)
|
0.8 |
$2.1M |
|
27k |
79.58 |
GXO Logistics
(GXO)
|
0.8 |
$2.1M |
|
27k |
78.45 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
0.7 |
$2.0M |
|
20k |
101.94 |
Ishares Tr Exponential Technologies Etf
(XT)
|
0.7 |
$1.9M |
|
30k |
62.72 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.7 |
$1.9M |
|
5.2k |
357.98 |
iShares Dow Jones U.S. Index Fund
(IYY)
|
0.7 |
$1.8M |
|
17k |
107.89 |
Iron Mountain
(IRM)
|
0.6 |
$1.7M |
|
39k |
43.45 |
Pimco Dynamic Credit Income other
|
0.6 |
$1.7M |
|
80k |
21.13 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.6 |
$1.7M |
|
7.0k |
236.32 |
Vanguard Extended Market ETF
(VXF)
|
0.6 |
$1.6M |
|
8.6k |
182.34 |
Blackrock Capital Allocation Trust
(BCAT)
|
0.6 |
$1.5M |
|
76k |
20.20 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.6 |
$1.5M |
|
3.2k |
480.95 |
Alphabet Inc Class C cs
(GOOG)
|
0.6 |
$1.5M |
|
558.00 |
2664.87 |
Bank of America Corporation
(BAC)
|
0.6 |
$1.5M |
|
35k |
42.46 |
First Tr Inter Duration Pfd & Income
(FPF)
|
0.5 |
$1.4M |
|
56k |
25.02 |
Pfizer
(PFE)
|
0.5 |
$1.4M |
|
32k |
43.02 |
Flaherty & Crumrine Dynamic P Preferred
(DFP)
|
0.5 |
$1.3M |
|
45k |
28.79 |
Exchange Traded Concepts Tr robo stx glb etf
(ROBO)
|
0.4 |
$1.2M |
|
19k |
64.42 |
Eaton Vance Municipal Bond Fund
(EIM)
|
0.4 |
$1.2M |
|
87k |
13.37 |
Nuveen Muni Value Fund
(NUV)
|
0.4 |
$1.2M |
|
103k |
11.32 |
Netflix
(NFLX)
|
0.4 |
$1.2M |
|
1.9k |
610.53 |
Verizon Communications
(VZ)
|
0.4 |
$1.1M |
|
21k |
53.99 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.4 |
$1.1M |
|
62k |
17.15 |
Blackrock Municipal Income Trust
(BFK)
|
0.4 |
$1.0M |
|
68k |
14.79 |
Schlumberger
(SLB)
|
0.4 |
$993k |
|
34k |
29.64 |
SPDR S&P Dividend
(SDY)
|
0.4 |
$976k |
|
8.3k |
117.59 |
iShares Russell Midcap Index Fund
(IWR)
|
0.4 |
$954k |
|
12k |
78.19 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.3 |
$934k |
|
5.8k |
161.73 |
Amgen
(AMGN)
|
0.3 |
$890k |
|
4.2k |
212.66 |
iShares Russell Midcap Value Index
(IWS)
|
0.3 |
$854k |
|
7.5k |
113.19 |
Walt Disney Company
(DIS)
|
0.3 |
$787k |
|
4.7k |
169.25 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$728k |
|
1.6k |
449.11 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.3 |
$711k |
|
10k |
68.86 |
Merck & Co
(MRK)
|
0.3 |
$710k |
|
9.5k |
75.09 |
First Trust DJ Internet Index Fund
(FDN)
|
0.3 |
$708k |
|
3.0k |
236.00 |
Blackstone
|
0.3 |
$703k |
|
6.0k |
116.24 |
Consolidated Edison
(ED)
|
0.3 |
$693k |
|
9.6k |
72.57 |
Intel Corporation
(INTC)
|
0.3 |
$676k |
|
13k |
53.26 |
Gilead Sciences
(GILD)
|
0.2 |
$644k |
|
9.2k |
69.81 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.2 |
$622k |
|
4.9k |
127.64 |
Nuveen High Income November
|
0.2 |
$605k |
|
65k |
9.38 |
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.2 |
$581k |
|
42k |
13.83 |
Vanguard High Dividend Yield ETF
(VYM)
|
0.2 |
$575k |
|
5.6k |
103.31 |
Financial Select Sector SPDR
(XLF)
|
0.2 |
$512k |
|
14k |
37.51 |
Rivernorth Flexible Municipal Incm Fd II
(RFMZ)
|
0.2 |
$507k |
|
25k |
20.28 |
Nuveen Quality Pref. Inc. Fund II
|
0.2 |
$505k |
|
52k |
9.81 |
Dow
(DOW)
|
0.2 |
$504k |
|
8.8k |
57.53 |
Trade Desk
(TTD)
|
0.2 |
$503k |
|
7.2k |
70.35 |
Energy Select Sector SPDR
(XLE)
|
0.2 |
$490k |
|
9.4k |
52.13 |
Procter & Gamble Company
(PG)
|
0.2 |
$489k |
|
3.5k |
139.71 |
US Bancorp Prefrd Ser F Preferred
|
0.2 |
$474k |
|
19k |
25.45 |
US Bancorp Prefrd Ser M Preferred
(USB.PR)
|
0.2 |
$465k |
|
19k |
25.20 |
Vanguard Value ETF
(VTV)
|
0.2 |
$415k |
|
3.1k |
135.36 |
Chevron Corporation
(CVX)
|
0.1 |
$401k |
|
4.0k |
101.52 |
iShares S&P 500 Value Index
(IVE)
|
0.1 |
$378k |
|
2.6k |
145.38 |
JP Morgan Chase & Co Prfrd Ser L Preferred
(JPM.PL)
|
0.1 |
$377k |
|
14k |
26.36 |
Proshares Ultrashort 20+y Tr etf
(TBT)
|
0.1 |
$367k |
|
20k |
18.35 |
Southern Company
(SO)
|
0.1 |
$366k |
|
5.9k |
62.03 |
Abbott Laboratories
(ABT)
|
0.1 |
$343k |
|
2.9k |
118.28 |
iShares S&P Global Healthcare Sect.
(IXJ)
|
0.1 |
$331k |
|
4.0k |
83.80 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.1 |
$315k |
|
6.0k |
52.50 |
Angel Oak DFS Inc TR
|
0.1 |
$309k |
|
15k |
20.43 |
SYSCO Corporation
(SYY)
|
0.1 |
$306k |
|
3.9k |
78.46 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$299k |
|
5.1k |
58.92 |
Capital One Financial
(COF)
|
0.1 |
$295k |
|
1.8k |
162.09 |
American Electric Power Company
(AEP)
|
0.1 |
$284k |
|
3.5k |
81.14 |
Vanguard Mid-Cap ETF
(VO)
|
0.1 |
$277k |
|
1.2k |
236.75 |
Utilities SPDR
(XLU)
|
0.1 |
$268k |
|
4.2k |
63.81 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$266k |
|
3.1k |
85.81 |
Home Depot
(HD)
|
0.1 |
$263k |
|
800.00 |
328.75 |
Coca-Cola Company
(KO)
|
0.1 |
$253k |
|
4.8k |
52.49 |
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.1 |
$241k |
|
18k |
13.77 |
JP Morgan Chase & Co Prfrd Ser D Preferred
(JPM.PD)
|
0.1 |
$232k |
|
8.5k |
27.29 |
Spdr Bloomberg Barclays High Yield Bond Etf etf
(JNK)
|
0.1 |
$222k |
|
2.0k |
109.36 |
SPDR Gold Trust
(GLD)
|
0.1 |
$222k |
|
1.4k |
164.44 |
Oneok
(OKE)
|
0.1 |
$219k |
|
3.8k |
58.01 |
Proshares Tr
(UYG)
|
0.1 |
$215k |
|
3.4k |
63.24 |
Qualcomm
(QCOM)
|
0.1 |
$213k |
|
1.7k |
129.09 |
Freeport-McMoRan Copper & Gold
(FCX)
|
0.1 |
$200k |
|
6.2k |
32.52 |