Apple
(AAPL)
|
5.4 |
$16M |
|
89k |
177.57 |
iShares S&P NA Tech. Sec. Idx
(IGM)
|
5.0 |
$15M |
|
34k |
439.01 |
Amazon
(AMZN)
|
3.6 |
$10M |
|
3.1k |
3334.29 |
Alphabet Inc Class A cs
(GOOGL)
|
3.3 |
$9.7M |
|
3.4k |
2897.11 |
Vanguard Growth ETF
(VUG)
|
2.8 |
$8.1M |
|
25k |
320.91 |
NVIDIA Corporation
(NVDA)
|
2.5 |
$7.2M |
|
25k |
294.10 |
Microsoft Corporation
(MSFT)
|
2.4 |
$6.9M |
|
21k |
336.32 |
iShares Russell 1000 Growth Index
(IWF)
|
2.1 |
$6.3M |
|
21k |
305.61 |
Vanguard Total Stock Market ETF
(VTI)
|
2.1 |
$6.2M |
|
26k |
241.43 |
iShares S&P NA Tec.-SW. Idx. Fund
(IGV)
|
1.8 |
$5.1M |
|
13k |
397.67 |
Danaher Corporation
(DHR)
|
1.7 |
$5.1M |
|
15k |
329.04 |
Technology SPDR
(XLK)
|
1.7 |
$5.0M |
|
29k |
173.86 |
Lam Research Corporation
(LRCX)
|
1.7 |
$4.9M |
|
6.8k |
719.13 |
Servicenow
(NOW)
|
1.6 |
$4.7M |
|
7.2k |
649.09 |
Parker-Hannifin Corporation
(PH)
|
1.5 |
$4.5M |
|
14k |
318.09 |
Deere & Company
(DE)
|
1.5 |
$4.4M |
|
13k |
342.92 |
salesforce
(CRM)
|
1.5 |
$4.3M |
|
17k |
254.11 |
FedEx Corporation
(FDX)
|
1.5 |
$4.3M |
|
17k |
258.66 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
1.5 |
$4.3M |
|
42k |
101.54 |
Pepsi
(PEP)
|
1.4 |
$4.2M |
|
24k |
173.72 |
JPMorgan Chase & Co.
(JPM)
|
1.4 |
$4.2M |
|
26k |
158.34 |
iShares Russell Midcap Growth Idx.
(IWP)
|
1.4 |
$4.2M |
|
36k |
115.23 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
1.4 |
$4.1M |
|
16k |
260.76 |
Trane Technologies
(TT)
|
1.4 |
$4.1M |
|
20k |
202.02 |
Caterpillar
(CAT)
|
1.4 |
$4.1M |
|
20k |
206.72 |
SVB Financial
(SIVBQ)
|
1.4 |
$4.1M |
|
6.0k |
678.25 |
Mastercard Cl. A
(MA)
|
1.3 |
$3.8M |
|
11k |
357.75 |
iShares Russell 2000 Index
(IWM)
|
1.3 |
$3.7M |
|
17k |
222.46 |
General Electric Company
|
1.3 |
$3.7M |
|
39k |
94.47 |
Johnson & Johnson
(JNJ)
|
1.3 |
$3.7M |
|
22k |
171.07 |
SPDR DJ Wilshire Small Cap
|
1.2 |
$3.6M |
|
36k |
99.42 |
Booking Holdings
(BKNG)
|
1.2 |
$3.5M |
|
1.5k |
2399.19 |
Vanguard Large-Cap ETF
(VV)
|
1.2 |
$3.5M |
|
16k |
221.01 |
Consumer Discretionary SPDR
(XLY)
|
1.2 |
$3.5M |
|
17k |
204.45 |
Shopify Inc cl a
(SHOP)
|
1.2 |
$3.5M |
|
2.6k |
1377.25 |
iShares Dow Jones US Medical Dev.
(IHI)
|
1.2 |
$3.4M |
|
52k |
65.86 |
Air Products & Chemicals
(APD)
|
1.2 |
$3.4M |
|
11k |
304.23 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
1.1 |
$3.1M |
|
79k |
39.43 |
EOG Resources
(EOG)
|
1.0 |
$2.9M |
|
33k |
88.84 |
McCormick & Company, Incorporated
(MKC)
|
0.9 |
$2.7M |
|
28k |
96.62 |
J.M. Smucker Company
(SJM)
|
0.9 |
$2.7M |
|
20k |
135.82 |
Citigroup
(C)
|
0.9 |
$2.6M |
|
43k |
60.39 |
Spdr S&p 500 Etf
(SPY)
|
0.9 |
$2.6M |
|
5.4k |
474.98 |
GXO Logistics
(GXO)
|
0.8 |
$2.4M |
|
27k |
90.84 |
At&t
(T)
|
0.8 |
$2.3M |
|
93k |
24.60 |
Boeing Company
(BA)
|
0.8 |
$2.2M |
|
11k |
201.31 |
Verizon Communications
(VZ)
|
0.7 |
$2.2M |
|
42k |
51.96 |
Pimco Dynamic Incm Fund
(PDI)
|
0.7 |
$2.1M |
|
83k |
25.91 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.7 |
$2.0M |
|
5.1k |
397.86 |
iShares Dow Jones U.S. Index Fund
(IYY)
|
0.7 |
$2.0M |
|
17k |
117.84 |
stock
|
0.7 |
$2.0M |
|
17k |
115.69 |
Xpo Logistics Inc equity
(XPO)
|
0.7 |
$2.0M |
|
26k |
77.45 |
Ishares Tr Exponential Technologies Etf
(XT)
|
0.7 |
$2.0M |
|
30k |
66.07 |
Pfizer
(PFE)
|
0.7 |
$2.0M |
|
33k |
59.04 |
Novo Nordisk A S Adr
(NVO)
|
0.7 |
$1.9M |
|
216.00 |
8935.19 |
Iron Mountain
(IRM)
|
0.7 |
$1.9M |
|
37k |
52.32 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.6 |
$1.8M |
|
7.0k |
254.56 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.6 |
$1.6M |
|
3.2k |
517.78 |
Alphabet Inc Class C cs
(GOOG)
|
0.5 |
$1.6M |
|
555.00 |
2893.69 |
Vanguard Extended Market ETF
(VXF)
|
0.5 |
$1.6M |
|
8.6k |
182.81 |
First Tr Inter Duration Pfd & Income
(FPF)
|
0.5 |
$1.4M |
|
58k |
24.54 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.4M |
|
31k |
44.49 |
Blackrock Capital Allocation Trust
(BCAT)
|
0.5 |
$1.3M |
|
69k |
19.45 |
Exchange Traded Concepts Tr robo stx glb etf
(ROBO)
|
0.4 |
$1.3M |
|
19k |
70.09 |
Eaton Vance Municipal Bond Fund
(EIM)
|
0.4 |
$1.2M |
|
87k |
13.58 |
Flaherty & Crumrine Dynamic P Preferred
(DFP)
|
0.4 |
$1.2M |
|
42k |
27.77 |
Applied Materials
(AMAT)
|
0.4 |
$1.1M |
|
7.2k |
157.30 |
Netflix
(NFLX)
|
0.4 |
$1.1M |
|
1.9k |
602.70 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.4 |
$1.1M |
|
62k |
17.92 |
Nuveen Muni Value Fund
(NUV)
|
0.4 |
$1.1M |
|
103k |
10.38 |
SPDR S&P Dividend
(SDY)
|
0.4 |
$1.1M |
|
8.2k |
129.15 |
Blackrock Municipal Income Trust
(BFK)
|
0.4 |
$1.1M |
|
68k |
15.54 |
iShares Russell Midcap Index Fund
(IWR)
|
0.3 |
$1.0M |
|
12k |
83.03 |
Amgen
(AMGN)
|
0.3 |
$938k |
|
4.2k |
224.94 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$888k |
|
1.6k |
567.41 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.3 |
$881k |
|
5.8k |
152.55 |
iShares Russell Midcap Value Index
(IWS)
|
0.3 |
$850k |
|
6.9k |
122.39 |
Consolidated Edison
(ED)
|
0.3 |
$815k |
|
9.6k |
85.34 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.3 |
$788k |
|
10k |
77.07 |
Blackstone
|
0.3 |
$754k |
|
5.8k |
129.38 |
SPDR S&P Biotech
(XBI)
|
0.3 |
$736k |
|
6.6k |
112.02 |
Walt Disney Company
(DIS)
|
0.2 |
$682k |
|
4.4k |
155.00 |
First Trust DJ Internet Index Fund
(FDN)
|
0.2 |
$678k |
|
3.0k |
226.00 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.2 |
$630k |
|
4.9k |
129.28 |
Merck & Co
(MRK)
|
0.2 |
$630k |
|
8.2k |
76.67 |
Trade Desk
(TTD)
|
0.2 |
$628k |
|
6.9k |
91.68 |
Vanguard High Dividend Yield ETF
(VYM)
|
0.2 |
$624k |
|
5.6k |
112.11 |
Gilead Sciences
(GILD)
|
0.2 |
$579k |
|
8.0k |
72.60 |
Procter & Gamble Company
(PG)
|
0.2 |
$573k |
|
3.5k |
163.71 |
Schlumberger
(SLB)
|
0.2 |
$535k |
|
18k |
29.97 |
Financial Select Sector SPDR
(XLF)
|
0.2 |
$533k |
|
14k |
39.05 |
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.2 |
$524k |
|
38k |
13.79 |
Paypal Holdings
(PYPL)
|
0.2 |
$509k |
|
2.7k |
188.52 |
Intel Corporation
(INTC)
|
0.2 |
$502k |
|
9.7k |
51.53 |
Nuveen Quality Pref. Inc. Fund II
|
0.2 |
$501k |
|
52k |
9.73 |
Rivernorth Flexible Municipal Incm Fd II
(RFMZ)
|
0.2 |
$497k |
|
25k |
19.88 |
Energy Select Sector SPDR
(XLE)
|
0.2 |
$494k |
|
8.9k |
55.51 |
Dow
(DOW)
|
0.2 |
$485k |
|
8.6k |
56.73 |
US Bancorp Prefrd Ser F Preferred
|
0.2 |
$466k |
|
19k |
25.02 |
US Bancorp Prefrd Ser M Preferred
(USB.PR)
|
0.2 |
$465k |
|
19k |
25.20 |
iShares S&P 500 Value Index
(IVE)
|
0.1 |
$407k |
|
2.6k |
156.54 |
Southern Company
(SO)
|
0.1 |
$405k |
|
5.9k |
68.64 |
Vanguard Value ETF
(VTV)
|
0.1 |
$402k |
|
2.7k |
147.04 |
Abbott Laboratories
(ABT)
|
0.1 |
$380k |
|
2.7k |
140.74 |
JP Morgan Chase & Co Prfrd Ser L Preferred
(JPM.PL)
|
0.1 |
$373k |
|
14k |
26.08 |
iShares S&P Global Healthcare Sect.
(IXJ)
|
0.1 |
$357k |
|
4.0k |
90.38 |
Walgreen Boots Alliance
(WBA)
|
0.1 |
$313k |
|
6.0k |
52.17 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$311k |
|
5.1k |
61.28 |
American Electric Power Company
(AEP)
|
0.1 |
$311k |
|
3.5k |
88.86 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.1 |
$308k |
|
6.0k |
51.33 |
AngioDynamics
(ANGO)
|
0.1 |
$308k |
|
11k |
27.56 |
SYSCO Corporation
(SYY)
|
0.1 |
$306k |
|
3.9k |
78.46 |
Qualcomm
(QCOM)
|
0.1 |
$302k |
|
1.7k |
183.03 |
Utilities SPDR
(XLU)
|
0.1 |
$301k |
|
4.2k |
71.67 |
Home Depot
(HD)
|
0.1 |
$301k |
|
725.00 |
415.17 |
Vanguard Mid-Cap ETF
(VO)
|
0.1 |
$298k |
|
1.2k |
254.70 |
Angel Oak DFS Inc TR
|
0.1 |
$293k |
|
14k |
20.60 |
Enterprise Products Partners
(EPD)
|
0.1 |
$285k |
|
13k |
21.92 |
Coca-Cola Company
(KO)
|
0.1 |
$285k |
|
4.8k |
59.13 |
Capital One Financial
(COF)
|
0.1 |
$264k |
|
1.8k |
145.05 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$258k |
|
3.0k |
86.00 |
Freeport-McMoRan Copper & Gold
(FCX)
|
0.1 |
$257k |
|
6.2k |
41.79 |
Global X Fds nasdaq 100 cover
(QYLD)
|
0.1 |
$255k |
|
12k |
22.17 |
Nuveen Variable Rate Pref Incm Cf
(NPFD)
|
0.1 |
$254k |
|
10k |
25.40 |
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.1 |
$247k |
|
18k |
14.11 |
SPDR Gold Trust
(GLD)
|
0.1 |
$231k |
|
1.4k |
171.11 |
Proshares Tr
(UYG)
|
0.1 |
$230k |
|
3.4k |
67.65 |
JP Morgan Chase & Co Prfrd Ser D Preferred
(JPM.PD)
|
0.1 |
$228k |
|
8.5k |
26.82 |
Cisco Systems
(CSCO)
|
0.1 |
$222k |
|
3.5k |
63.43 |
Oneok
(OKE)
|
0.1 |
$222k |
|
3.8k |
58.81 |
Spdr Bloomberg Barclays High Yield Bond Etf etf
(JNK)
|
0.1 |
$220k |
|
2.0k |
108.37 |