Apple
(AAPL)
|
6.0 |
$11M |
|
78k |
138.20 |
iShares S&P NA Tech. Sec. Idx
(IGM)
|
4.9 |
$8.7M |
|
32k |
276.42 |
Amazon
(AMZN)
|
3.8 |
$6.8M |
|
60k |
113.00 |
Alphabet Inc Class A cs
(GOOGL)
|
3.2 |
$5.8M |
|
61k |
95.65 |
Vanguard Growth ETF
(VUG)
|
3.0 |
$5.4M |
|
25k |
213.94 |
Vanguard Total Stock Market ETF
(VTI)
|
2.6 |
$4.6M |
|
26k |
179.46 |
Microsoft Corporation
(MSFT)
|
2.4 |
$4.4M |
|
19k |
232.88 |
iShares Russell 1000 Growth Index
(IWF)
|
2.4 |
$4.3M |
|
20k |
210.42 |
Deere & Company
(DE)
|
2.1 |
$3.7M |
|
11k |
333.90 |
Pepsi
(PEP)
|
2.0 |
$3.7M |
|
22k |
163.28 |
Danaher Corporation
(DHR)
|
2.0 |
$3.6M |
|
14k |
258.28 |
Johnson & Johnson
(JNJ)
|
1.8 |
$3.3M |
|
20k |
163.38 |
Parker-Hannifin Corporation
(PH)
|
1.8 |
$3.2M |
|
13k |
242.33 |
iShares S&P NA Tec.-SW. Idx. Fund
(IGV)
|
1.8 |
$3.2M |
|
13k |
250.14 |
Technology SPDR
(XLK)
|
1.8 |
$3.1M |
|
27k |
118.79 |
Caterpillar
(CAT)
|
1.7 |
$3.0M |
|
18k |
164.08 |
EOG Resources
(EOG)
|
1.7 |
$3.0M |
|
27k |
111.75 |
iShares Russell Midcap Growth Idx.
(IWP)
|
1.6 |
$2.8M |
|
36k |
78.44 |
Mastercard Cl. A
(MA)
|
1.6 |
$2.8M |
|
9.8k |
284.36 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
1.5 |
$2.7M |
|
16k |
174.29 |
NVIDIA Corporation
(NVDA)
|
1.5 |
$2.7M |
|
22k |
121.38 |
JPMorgan Chase & Co.
(JPM)
|
1.5 |
$2.7M |
|
25k |
104.51 |
Vanguard Large-Cap ETF
(VV)
|
1.5 |
$2.6M |
|
16k |
163.56 |
SPDR DJ Wilshire Small Cap
|
1.4 |
$2.6M |
|
34k |
75.69 |
Valero Energy Corporation
(VLO)
|
1.4 |
$2.6M |
|
24k |
106.86 |
Consumer Discretionary SPDR
(XLY)
|
1.4 |
$2.5M |
|
17k |
142.43 |
iShares Dow Jones US Medical Dev.
(IHI)
|
1.4 |
$2.4M |
|
52k |
47.19 |
Jm Smucker Company
|
1.4 |
$2.4M |
|
18k |
137.41 |
Air Products & Chemicals
(APD)
|
1.3 |
$2.4M |
|
10k |
232.77 |
General Electric Company
|
1.3 |
$2.3M |
|
37k |
61.92 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
1.2 |
$2.1M |
|
66k |
31.67 |
iShares Russell 2000 Index
(IWM)
|
1.2 |
$2.1M |
|
13k |
164.92 |
iShares Barclays TIPS Bond Fund
(TIP)
|
1.1 |
$2.0M |
|
19k |
104.88 |
SVB Financial
(SIVBQ)
|
1.0 |
$1.8M |
|
5.5k |
335.84 |
McCormick & Company, Incorporated
(MKC)
|
1.0 |
$1.8M |
|
26k |
71.28 |
Spdr S&p 500 Etf
(SPY)
|
1.0 |
$1.8M |
|
5.1k |
357.10 |
At&t
(T)
|
0.9 |
$1.6M |
|
105k |
15.34 |
Verizon Communications
(VZ)
|
0.9 |
$1.6M |
|
42k |
37.97 |
iShares Dow Jones U.S. Index Fund
(IYY)
|
0.8 |
$1.5M |
|
17k |
87.71 |
Pfizer
(PFE)
|
0.8 |
$1.4M |
|
33k |
43.77 |
Union Pacific Corporation
(UNP)
|
0.8 |
$1.4M |
|
7.3k |
194.78 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.7 |
$1.3M |
|
5.0k |
267.27 |
Nuveen Muni Value Fund
(NUV)
|
0.7 |
$1.3M |
|
158k |
8.46 |
Boeing Company
(BA)
|
0.7 |
$1.3M |
|
11k |
121.07 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.7 |
$1.3M |
|
3.2k |
401.59 |
Canadian Pacific Railway
|
0.7 |
$1.2M |
|
18k |
66.70 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.7 |
$1.2M |
|
7.0k |
170.51 |
Ishares Tr Exponential Technologies Etf
(XT)
|
0.6 |
$1.1M |
|
25k |
44.56 |
Blackrock Capital Allocation Trust
(BCAT)
|
0.6 |
$1.1M |
|
83k |
13.61 |
Costco Wholesale Corporation
(COST)
|
0.6 |
$1.1M |
|
2.3k |
472.41 |
Eaton Vance Municipal Bond Fund
(EIM)
|
0.5 |
$986k |
|
102k |
9.68 |
First Tr Inter Duration Pfd & Income
(FPF)
|
0.5 |
$936k |
|
57k |
16.58 |
Bank of America Corporation
(BAC)
|
0.5 |
$929k |
|
31k |
30.21 |
SPDR S&P Dividend
(SDY)
|
0.5 |
$914k |
|
8.2k |
111.46 |
Amgen
(AMGN)
|
0.5 |
$889k |
|
3.9k |
225.46 |
GXO Logistics
(GXO)
|
0.5 |
$859k |
|
25k |
35.06 |
Duke Energy Corp Dep 5.75 Preferred
(DUK.PA)
|
0.5 |
$823k |
|
34k |
24.00 |
Vanguard Extended Market ETF
(VXF)
|
0.5 |
$820k |
|
6.5k |
127.13 |
Alphabet Inc Class C cs
(GOOG)
|
0.5 |
$817k |
|
8.5k |
96.12 |
Flaherty & Crumrine Dynamic P Preferred
(DFP)
|
0.4 |
$804k |
|
42k |
18.98 |
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.4 |
$771k |
|
79k |
9.82 |
JP Morgan Chase & Co Prfrd Ser L Preferred
(JPM.PL)
|
0.4 |
$765k |
|
39k |
19.48 |
iShares Russell Midcap Index Fund
(IWR)
|
0.4 |
$758k |
|
12k |
62.13 |
Consolidated Edison
(ED)
|
0.4 |
$748k |
|
8.7k |
85.73 |
Pimco Dynamic Incm Fund
(PDI)
|
0.4 |
$716k |
|
37k |
19.39 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.4 |
$706k |
|
61k |
11.67 |
Blackrock Municipal Income Trust
(BFK)
|
0.4 |
$705k |
|
74k |
9.53 |
Energy Select Sector SPDR
(XLE)
|
0.4 |
$702k |
|
9.8k |
72.00 |
Merck & Co
(MRK)
|
0.4 |
$697k |
|
8.1k |
86.11 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.4 |
$682k |
|
10k |
66.70 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.4 |
$675k |
|
5.8k |
116.88 |
Nuveen Quality Pref. Inc. Fund II
|
0.4 |
$641k |
|
98k |
6.57 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.3 |
$625k |
|
13k |
48.08 |
iShares Russell Midcap Value Index
(IWS)
|
0.3 |
$605k |
|
6.3k |
96.11 |
Exchange Traded Concepts Tr robo stx glb etf
(ROBO)
|
0.3 |
$586k |
|
14k |
41.34 |
SPDR S&P Biotech
(XBI)
|
0.3 |
$556k |
|
7.0k |
79.26 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$533k |
|
6.1k |
87.38 |
Vanguard High Dividend Yield ETF
(VYM)
|
0.3 |
$528k |
|
5.6k |
94.86 |
Iron Mountain
(IRM)
|
0.3 |
$525k |
|
12k |
43.93 |
US Bancorp Prefrd Ser M Preferred
(USB.PR)
|
0.3 |
$524k |
|
31k |
17.02 |
Gilead Sciences
(GILD)
|
0.3 |
$492k |
|
8.0k |
61.69 |
FedEx Corporation
(FDX)
|
0.3 |
$491k |
|
3.3k |
148.34 |
Blackstone
|
0.3 |
$488k |
|
5.8k |
83.73 |
Procter & Gamble Company
(PG)
|
0.2 |
$442k |
|
3.5k |
126.29 |
Netflix
(NFLX)
|
0.2 |
$436k |
|
1.9k |
235.68 |
Walt Disney Company
(DIS)
|
0.2 |
$425k |
|
4.5k |
94.23 |
Vaneck Vectors Semiconductor Etf semiconductor
(SMH)
|
0.2 |
$414k |
|
2.2k |
185.23 |
salesforce
(CRM)
|
0.2 |
$414k |
|
2.9k |
144.00 |
Southern Company
(SO)
|
0.2 |
$408k |
|
6.0k |
68.00 |
Wells Fargo & Co Dep Sh Cl A Preferred
(WFC.PA)
|
0.2 |
$389k |
|
21k |
18.52 |
Trade Desk
(TTD)
|
0.2 |
$388k |
|
6.5k |
59.69 |
Warner Bros. Discovery
(WBD)
|
0.2 |
$366k |
|
32k |
11.51 |
Dow
(DOW)
|
0.2 |
$358k |
|
8.2k |
43.93 |
Vanguard Value ETF
(VTV)
|
0.2 |
$338k |
|
2.7k |
123.63 |
iShares S&P 500 Value Index
(IVE)
|
0.2 |
$334k |
|
2.6k |
128.46 |
Rivernorth Flexible Municipal Incm Fd II
(RFMZ)
|
0.2 |
$331k |
|
25k |
13.24 |
American Electric Power Company
(AEP)
|
0.2 |
$303k |
|
3.5k |
86.57 |
iShares S&P Global Healthcare Sect.
(IXJ)
|
0.2 |
$298k |
|
4.0k |
75.44 |
Crowdstrike Hldgs Inc cl a
(CRWD)
|
0.2 |
$293k |
|
1.8k |
164.61 |
SPDR Barclays Cptl Shrt Term Corp Bd ETF
(SPSB)
|
0.2 |
$292k |
|
10k |
29.20 |
Proshares Ultrashort 20+y Tr etf
(TBT)
|
0.2 |
$286k |
|
9.0k |
31.78 |
Pimco Access Income Fund
(PAXS)
|
0.2 |
$277k |
|
18k |
15.83 |
SYSCO Corporation
(SYY)
|
0.2 |
$276k |
|
3.9k |
70.77 |
Utilities SPDR
(XLU)
|
0.2 |
$275k |
|
4.2k |
65.48 |
Financial Select Sector SPDR
(XLF)
|
0.2 |
$275k |
|
9.1k |
30.39 |
Coca-Cola Company
(KO)
|
0.2 |
$270k |
|
4.8k |
56.02 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$270k |
|
700.00 |
385.71 |
Abbott Laboratories
(ABT)
|
0.1 |
$261k |
|
2.7k |
96.67 |
First Trust DJ Internet Index Fund
(FDN)
|
0.1 |
$259k |
|
2.1k |
126.34 |
iShares Dow Jones EPAC Sel Div Ind
(IDV)
|
0.1 |
$259k |
|
12k |
22.52 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$246k |
|
3.0k |
82.00 |
AngioDynamics
(ANGO)
|
0.1 |
$229k |
|
11k |
20.49 |
Schlumberger
(SLB)
|
0.1 |
$228k |
|
6.4k |
35.91 |
Angel Oak DFS Inc TR
|
0.1 |
$224k |
|
17k |
13.43 |
Vanguard Mid-Cap ETF
(VO)
|
0.1 |
$220k |
|
1.2k |
188.03 |
Applied Materials
(AMAT)
|
0.1 |
$215k |
|
2.6k |
81.90 |
JP Morgan Chase & Co Prfrd Ser D Preferred
(JPM.PD)
|
0.1 |
$210k |
|
8.5k |
24.71 |
Oneok
(OKE)
|
0.1 |
$210k |
|
3.8k |
55.63 |
SPDR Gold Trust
(GLD)
|
0.1 |
$209k |
|
1.4k |
154.81 |
Servicenow
(NOW)
|
0.1 |
$208k |
|
550.00 |
378.18 |
Intel Corporation
(INTC)
|
0.1 |
$200k |
|
7.8k |
25.75 |
Global X Fds nasdaq 100 cover
(QYLD)
|
0.1 |
$180k |
|
12k |
15.65 |
Nuveen Variable Rate Pref Incm Cf
(NPFD)
|
0.1 |
$175k |
|
10k |
17.50 |
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.1 |
$165k |
|
18k |
9.43 |
Organicell Regenerative Medici
|
0.0 |
$2.0k |
|
30k |
0.07 |