Meridian Wealth Management

Meridian Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 336 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.3 $40M 127k 313.74
Exxon Mobil Corporation (XOM) 5.5 $35M 838k 41.22
Apple (AAPL) 5.4 $34M 258k 132.69
Amazon (AMZN) 5.0 $32M 9.8k 3256.91
Microsoft Corporation (MSFT) 3.4 $22M 97k 222.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $20M 54k 373.86
Select Sector Spdr Tr Energy (XLE) 2.3 $15M 387k 37.90
NVIDIA Corporation (NVDA) 2.2 $14M 26k 522.18
JPMorgan Chase & Co. (JPM) 2.0 $13M 98k 127.07
The Trade Desk Com Cl A (TTD) 1.8 $11M 14k 800.97
Advanced Micro Devices (AMD) 1.5 $9.4M 102k 91.70
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.4 $8.6M 156k 55.29
Tesla Motors (TSLA) 1.3 $8.4M 12k 705.64
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.3 $8.2M 27k 305.76
Netflix (NFLX) 1.2 $7.8M 14k 540.73
Shopify Cl A (SHOP) 1.2 $7.5M 6.6k 1131.91
Ishares Tr Russell 2000 Etf (IWM) 1.1 $6.9M 35k 196.04
UnitedHealth (UNH) 1.0 $6.5M 19k 350.63
Alphabet Cap Stk Cl A (GOOGL) 1.0 $6.2M 3.6k 1752.46
Ishares Tr Expnd Tec Sc Etf (IGM) 0.9 $6.0M 17k 349.82
Facebook Cl A (META) 0.9 $5.8M 21k 273.13
Procter & Gamble Company (PG) 0.9 $5.6M 40k 139.13
Johnson & Johnson (JNJ) 0.9 $5.4M 34k 157.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $5.3M 58k 90.98
Spdr Gold Tr Gold Shs (GLD) 0.8 $5.3M 30k 178.34
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.6M 2.6k 1751.62
Paypal Holdings (PYPL) 0.7 $4.4M 19k 234.19
Abbvie (ABBV) 0.7 $4.3M 40k 107.14
Walt Disney Company (DIS) 0.7 $4.3M 24k 181.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $4.3M 83k 51.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $4.1M 65k 63.81
Visa Com Cl A (V) 0.6 $4.0M 18k 218.73
Bristol Myers Squibb (BMY) 0.6 $3.7M 60k 62.03
At&t (T) 0.6 $3.5M 123k 28.76
Home Depot (HD) 0.6 $3.5M 13k 265.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.5M 15k 231.87
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $3.5M 12k 286.62
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $3.4M 30k 113.43
Wal-Mart Stores (WMT) 0.5 $3.4M 24k 144.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $3.3M 56k 58.35
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.5 $3.2M 80k 40.47
Zoom Video Communications In Cl A (ZM) 0.5 $3.1M 9.3k 337.30
Caterpillar (CAT) 0.5 $3.1M 17k 182.00
Activision Blizzard 0.5 $3.1M 33k 92.83
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $3.1M 43k 72.22
Community Trust Ban (CTBI) 0.5 $3.0M 80k 37.05
Docusign (DOCU) 0.5 $2.9M 13k 222.24
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $2.9M 84k 34.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.8M 6.8k 419.86
Pepsi (PEP) 0.4 $2.8M 19k 148.27
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.7M 11k 253.28
Qualcomm (QCOM) 0.4 $2.7M 18k 152.31
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.7M 30k 91.88
Teladoc (TDOC) 0.4 $2.5M 13k 199.91
Raytheon Technologies Corp (RTX) 0.4 $2.5M 35k 71.49
Starwood Property Trust (STWD) 0.4 $2.4M 124k 19.30
Verizon Communications (VZ) 0.4 $2.4M 41k 58.75
Dow (DOW) 0.4 $2.4M 42k 55.48
Kayne Anderson MLP Investment (KYN) 0.4 $2.3M 405k 5.75
Costco Wholesale Corporation (COST) 0.4 $2.3M 6.1k 376.67
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.3M 19k 118.15
Chevron Corporation (CVX) 0.4 $2.3M 27k 84.44
Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.2M 31k 72.93
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $2.1M 28k 75.66
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $2.1M 80k 25.94
Pfizer (PFE) 0.3 $2.1M 56k 36.81
Union Pacific Corporation (UNP) 0.3 $2.0M 9.5k 208.21
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.3 $1.9M 13k 146.33
Blackstone Group Com Cl A (BX) 0.3 $1.9M 30k 64.78
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.9M 12k 160.74
Nextera Energy (NEE) 0.3 $1.9M 24k 77.12
Abbott Laboratories (ABT) 0.3 $1.9M 17k 109.47
International Business Machines (IBM) 0.3 $1.9M 15k 125.85
Lockheed Martin Corporation (LMT) 0.3 $1.8M 5.2k 354.83
Roku Com Cl A (ROKU) 0.3 $1.8M 5.5k 332.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.7M 14k 128.36
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 0.3 $1.7M 78k 22.20
Royal Caribbean Cruises (RCL) 0.3 $1.7M 23k 74.67
salesforce (CRM) 0.3 $1.7M 7.5k 222.40
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $1.7M 57k 29.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.6M 18k 88.99
Deere & Company (DE) 0.2 $1.6M 5.9k 268.95
Intuitive Surgical Com New (ISRG) 0.2 $1.6M 1.9k 817.85
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.5M 23k 67.43
Adobe Systems Incorporated (ADBE) 0.2 $1.5M 3.1k 499.84
Lowe's Companies (LOW) 0.2 $1.5M 9.5k 160.43
FirstEnergy (FE) 0.2 $1.5M 49k 30.60
3M Company (MMM) 0.2 $1.4M 8.2k 174.71
Select Sector Spdr Tr Technology (XLK) 0.2 $1.4M 10k 129.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.4M 20k 68.18
Ishares Tr Europe Etf (IEV) 0.2 $1.3M 28k 47.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.3M 26k 50.10
Servicenow (NOW) 0.2 $1.3M 2.4k 550.04
Bank of America Corporation (BAC) 0.2 $1.3M 43k 30.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.3M 3.7k 343.57
Zimmer Holdings (ZBH) 0.2 $1.3M 8.3k 154.02
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.2M 12k 102.61
Mastercard Incorporated Cl A (MA) 0.2 $1.2M 3.4k 356.68
Gilead Sciences (GILD) 0.2 $1.2M 21k 58.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.2M 9.5k 127.48
Beyond Meat (BYND) 0.2 $1.2M 9.6k 125.00
Ishares Tr Global Tech Etf (IXN) 0.2 $1.2M 3.9k 299.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.2M 17k 68.48
Spdr Ser Tr Factst Inv Etf (XITK) 0.2 $1.2M 5.4k 214.91
Coca-Cola Company (KO) 0.2 $1.1M 21k 54.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 4.7k 241.05
Honeywell International (HON) 0.2 $1.1M 5.3k 212.63
Waste Management (WM) 0.2 $1.1M 9.4k 117.86
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 5.7k 194.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 17k 64.08
Oneok (OKE) 0.2 $1.1M 28k 38.38
Moderna (MRNA) 0.2 $1.1M 10k 104.37
Edwards Lifesciences (EW) 0.2 $1.0M 12k 91.15
Canadian Natl Ry (CNI) 0.2 $1.0M 9.3k 109.75
Morgan Stanley Com New (MS) 0.2 $1.0M 15k 68.46
Intel Corporation (INTC) 0.2 $1.0M 20k 49.82
Starbucks Corporation (SBUX) 0.2 $1.0M 9.4k 106.89
Dominion Resources (D) 0.2 $990k 13k 75.15
Kinder Morgan (KMI) 0.2 $987k 72k 13.66
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $980k 6.9k 141.05
Truist Financial Corp equities (TFC) 0.2 $952k 20k 47.89
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $939k 6.9k 136.62
Marriott Intl Cl A (MAR) 0.1 $933k 7.1k 131.89
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $932k 20k 47.18
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $919k 6.9k 133.01
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $903k 4.3k 212.02
Vanguard Index Fds Value Etf (VTV) 0.1 $892k 7.5k 118.84
Pinterest Cl A (PINS) 0.1 $890k 14k 65.85
Flaherty & Crumrine Dyn P SHS (DFP) 0.1 $887k 31k 29.06
Teradyne (TER) 0.1 $878k 7.3k 119.86
Ark Etf Tr Innovation Etf (ARKK) 0.1 $872k 7.0k 124.36
Ishares Tr Tips Bd Etf (TIP) 0.1 $871k 6.8k 127.54
McDonald's Corporation (MCD) 0.1 $867k 4.0k 214.34
United Parcel Service CL B (UPS) 0.1 $866k 5.1k 168.25
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $837k 3.6k 232.69
Ishares Tr Select Divid Etf (DVY) 0.1 $821k 8.5k 96.08
American Tower Reit (AMT) 0.1 $815k 3.6k 224.33
Boeing Company (BA) 0.1 $813k 3.8k 213.83
BP Sponsored Adr (BP) 0.1 $804k 39k 20.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $802k 8.8k 90.88
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $784k 3.3k 236.22
Ishares Tr Short Treas Bd (SHV) 0.1 $780k 7.1k 110.45
Ishares Tr Nasdaq Biotech (IBB) 0.1 $777k 5.1k 151.34
Merck & Co (MRK) 0.1 $773k 9.5k 81.76
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $771k 14k 56.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $759k 21k 35.97
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $727k 4.3k 167.82
Southern Company (SO) 0.1 $717k 12k 61.36
Ishares Tr Core Div Grwth (DGRO) 0.1 $716k 16k 44.82
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $715k 31k 23.33
Dollar General (DG) 0.1 $714k 3.4k 210.19
Yum! Brands (YUM) 0.1 $711k 6.6k 108.50
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $703k 14k 51.55
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $664k 7.7k 86.19
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $664k 9.2k 72.31
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $660k 5.0k 131.58
Cisco Systems (CSCO) 0.1 $650k 15k 44.76
Nio Spon Ads (NIO) 0.1 $645k 13k 48.73
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $640k 5.4k 118.85
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $640k 2.0k 327.03
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $640k 6.2k 102.73
Copart (CPRT) 0.1 $636k 5.0k 127.10
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $631k 6.9k 91.24
Etf Managers Tr Prime Cybr Scrty 0.1 $624k 11k 57.47
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $622k 25k 25.34
Constellation Brands Cl A (STZ) 0.1 $615k 2.8k 219.02
Global Payments (GPN) 0.1 $607k 2.8k 215.25
General Electric Company 0.1 $599k 56k 10.78
Nike CL B (NKE) 0.1 $593k 4.2k 141.39
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $588k 5.7k 103.25
Ishares Tr National Mun Etf (MUB) 0.1 $588k 5.0k 117.11
Ishares Silver Tr Ishares (SLV) 0.1 $584k 24k 24.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $577k 2.5k 229.61
Booking Holdings (BKNG) 0.1 $576k 259.00 2223.94
Duke Energy Corp Com New (DUK) 0.1 $575k 6.3k 91.46
Philip Morris International (PM) 0.1 $567k 6.8k 82.80
Progressive Corporation (PGR) 0.1 $566k 5.7k 98.83
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $561k 2.1k 267.65
Ishares Tr Core S&p500 Etf (IVV) 0.1 $543k 1.4k 375.26
Delta Air Lines Inc Del Com New (DAL) 0.1 $534k 13k 40.15
Cardinal Health (CAH) 0.1 $530k 9.9k 53.47
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $525k 9.6k 54.69
Illinois Tool Works (ITW) 0.1 $521k 2.6k 203.83
Neogen Corporation (NEOG) 0.1 $515k 6.5k 79.24
WD-40 Company (WDFC) 0.1 $515k 1.9k 265.46
Thermo Fisher Scientific (TMO) 0.1 $502k 1.1k 465.68
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $502k 2.4k 212.17
Stamps Com New 0.1 $500k 2.6k 196.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $498k 2.6k 194.53
Target Corporation (TGT) 0.1 $494k 2.8k 176.37
BlackRock (BLK) 0.1 $480k 666.00 720.72
Dupont De Nemours (DD) 0.1 $478k 6.7k 71.08
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $474k 13k 35.98
Ecolab (ECL) 0.1 $468k 2.2k 215.97
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $467k 6.1k 76.34
Aptinyx 0.1 $456k 132k 3.45
Okta Cl A (OKTA) 0.1 $454k 1.8k 253.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $454k 5.5k 82.82
Goldman Sachs (GS) 0.1 $454k 1.7k 263.19
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $451k 3.9k 115.08
Oracle Corporation (ORCL) 0.1 $450k 7.0k 64.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $444k 3.1k 141.90
Scotts Miracle Gro Cl A (SMG) 0.1 $443k 2.2k 199.10
Baxter International (BAX) 0.1 $442k 5.5k 80.15
Emerson Electric (EMR) 0.1 $439k 5.5k 80.31
CVS Caremark Corporation (CVS) 0.1 $437k 6.4k 68.23
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $435k 4.9k 88.43
Cme (CME) 0.1 $434k 2.4k 181.89
B&G Foods (BGS) 0.1 $431k 16k 27.73
Square Cl A (SQ) 0.1 $430k 2.0k 217.17
Msci (MSCI) 0.1 $429k 961.00 446.41
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $429k 69k 6.18
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $427k 2.1k 206.48
Vanguard World Fds Utilities Etf (VPU) 0.1 $425k 3.1k 136.96
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $418k 3.9k 105.85
Medtronic SHS (MDT) 0.1 $417k 3.6k 116.94
Carlisle Companies (CSL) 0.1 $411k 2.6k 155.92
Ishares Tr Phlx Semicnd Etf (SOXX) 0.1 $410k 1.1k 378.93
Peloton Interactive Cl A Com (PTON) 0.1 $410k 2.7k 151.40
Astrazeneca Sponsored Adr (AZN) 0.1 $405k 8.1k 49.90
Cbre Group Cl A (CBRE) 0.1 $399k 6.4k 62.64
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $398k 2.2k 178.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $395k 4.5k 88.15
Humana (HUM) 0.1 $393k 959.00 409.80
TJX Companies (TJX) 0.1 $393k 5.8k 68.26
Quest Diagnostics Incorporated (DGX) 0.1 $392k 3.3k 119.11
Us Bancorp Del Com New (USB) 0.1 $391k 8.4k 46.55
American Express Company (AXP) 0.1 $391k 3.2k 120.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $389k 4.3k 91.49
Accenture Plc Ireland Shs Class A (ACN) 0.1 $383k 1.5k 260.72
D.R. Horton (DHI) 0.1 $382k 5.6k 68.77
Federal Signal Corporation (FSS) 0.1 $373k 11k 33.08
BlackRock Municipal Bond Trust 0.1 $371k 23k 16.05
PPG Industries (PPG) 0.1 $370k 2.6k 144.02
Texas Instruments Incorporated (TXN) 0.1 $370k 2.3k 163.93
Chewy Cl A (CHWY) 0.1 $366k 4.1k 89.66
Parker-Hannifin Corporation (PH) 0.1 $365k 1.3k 272.18
Equinix (EQIX) 0.1 $361k 506.00 713.44
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $361k 9.4k 38.41
Crown Castle Intl (CCI) 0.1 $359k 2.3k 158.99
Vanguard Index Fds Large Cap Etf (VV) 0.1 $353k 2.0k 175.62
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $347k 3.0k 115.82
IDEXX Laboratories (IDXX) 0.1 $346k 693.00 499.28
EXACT Sciences Corporation (EXAS) 0.1 $338k 2.6k 132.29
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $336k 12k 28.34
Yum China Holdings (YUMC) 0.1 $335k 5.9k 56.92
Amgen (AMGN) 0.1 $335k 1.5k 229.29
Ishares Tr Core Msci Eafe (IEFA) 0.1 $335k 4.9k 68.89
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $322k 2.0k 161.24
Eli Lilly & Co. (LLY) 0.1 $318k 1.9k 168.52
Cloudflare Cl A Com (NET) 0.1 $316k 4.2k 75.89
Spdr Ser Tr Aerospace Def (XAR) 0.0 $312k 2.7k 114.50
Crowdstrike Hldgs Cl A (CRWD) 0.0 $308k 1.5k 211.39
Mccormick & Co Com Non Vtg (MKC) 0.0 $302k 3.2k 95.33
Colgate-Palmolive Company (CL) 0.0 $299k 3.5k 85.36
Carrier Global Corporation (CARR) 0.0 $296k 7.9k 37.68
Zoetis Cl A (ZTS) 0.0 $295k 1.8k 165.45
Wec Energy Group (WEC) 0.0 $294k 3.2k 91.76
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $288k 9.4k 30.64
Wells Fargo & Company (WFC) 0.0 $287k 9.5k 30.08
Comcast Corp Cl A (CMCSA) 0.0 $287k 5.5k 52.27
Uber Technologies (UBER) 0.0 $285k 5.6k 50.98
Sherwin-Williams Company (SHW) 0.0 $283k 385.00 735.06
Ishares Tr Russell 3000 Etf (IWV) 0.0 $282k 1.3k 223.45
FedEx Corporation (FDX) 0.0 $281k 1.1k 258.75
Vaneck Vectors Etf Tr Long Muni Etf (MLN) 0.0 $280k 13k 21.66
Lululemon Athletica (LULU) 0.0 $278k 801.00 347.07
Crispr Therapeutics Namen Akt (CRSP) 0.0 $272k 1.8k 152.55
Old Dominion Freight Line (ODFL) 0.0 $267k 1.4k 194.75
Charter Communications Inc N Cl A (CHTR) 0.0 $266k 403.00 660.05
Ford Motor Company (F) 0.0 $264k 30k 8.78
Spdr Ser Tr S&p Retail Etf (XRT) 0.0 $263k 4.1k 64.19
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $261k 2.7k 96.74
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $259k 9.6k 27.10
Novartis Sponsored Adr (NVS) 0.0 $259k 2.8k 94.18
Tyson Foods Cl A (TSN) 0.0 $257k 4.0k 64.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $257k 2.7k 96.83
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $255k 3.7k 69.86
Columbia Seligm Prem Tech Gr (STK) 0.0 $253k 9.3k 27.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $251k 3.0k 83.17
Ishares Tr Msci Usa Value (VLUE) 0.0 $250k 2.9k 86.72
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $248k 3.5k 69.96
General Dynamics Corporation (GD) 0.0 $246k 1.7k 148.37
Hasbro (HAS) 0.0 $246k 2.6k 93.54
Plug Power Com New (PLUG) 0.0 $245k 7.2k 33.84
Chubb (CB) 0.0 $245k 1.6k 153.32
Invitae (NVTAQ) 0.0 $244k 5.8k 41.81
Iqvia Holdings (IQV) 0.0 $240k 1.3k 178.97
Smucker J M Com New (SJM) 0.0 $239k 2.1k 115.46
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $236k 4.2k 55.95
Carvana Cl A (CVNA) 0.0 $235k 984.00 238.82
Otis Worldwide Corp (OTIS) 0.0 $234k 3.5k 67.40
Masimo Corporation (MASI) 0.0 $233k 870.00 267.82
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $230k 9.7k 23.62
Ubs Ag London Branch En Lg Cp Grwth (FBGX) 0.0 $228k 414.00 550.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $226k 4.1k 55.19
Nuveen Arizona Premium Income Mun (NAZ) 0.0 $226k 14k 15.80
Blackrock Muniyield Insured Fund (MYI) 0.0 $226k 16k 14.42
Norfolk Southern (NSC) 0.0 $224k 945.00 237.04
Danimer Scientific Com Cl A (DNMR) 0.0 $223k 9.5k 23.47
Snap Cl A (SNAP) 0.0 $222k 4.4k 49.93
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $221k 14k 15.31
Spotify Technology S A SHS (SPOT) 0.0 $221k 705.00 313.48
Nuveen Insd Dividend Advantage (NVG) 0.0 $220k 13k 16.71
Fifth Third Ban (FITB) 0.0 $220k 8.0k 27.47
Ishares Core Msci Emkt (IEMG) 0.0 $218k 3.5k 61.98
Kroger (KR) 0.0 $218k 6.9k 31.72
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $215k 14k 15.33
Hyrecar (HYREQ) 0.0 $214k 30k 7.13
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $213k 3.6k 59.51
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $211k 2.6k 82.58
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $211k 1.6k 131.38
Chipotle Mexican Grill (CMG) 0.0 $210k 152.00 1381.58
Air Products & Chemicals (APD) 0.0 $210k 769.00 273.08
Blackrock Muniyield Ariz 0.0 $207k 14k 14.90
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.0 $207k 14k 15.18
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $206k 1.7k 119.84
Citigroup Com New (C) 0.0 $205k 3.3k 61.60
Vaneck Vectors Etf Tr Video Gaming (ESPO) 0.0 $203k 2.9k 69.95
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $202k 14k 14.95
Ishares Tr Core Msci Total (IXUS) 0.0 $202k 3.0k 67.09
Adma Biologics (ADMA) 0.0 $195k 100k 1.95
Gopro Cl A (GPRO) 0.0 $193k 23k 8.24
First Majestic Silver Corp (AG) 0.0 $190k 14k 13.37
Cenovus Energy (CVE) 0.0 $181k 30k 6.03
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $179k 28k 6.32
Microvision Inc Del Com New (MVIS) 0.0 $166k 31k 5.36
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $154k 10k 15.25
Usd Partners Com Ut Rep Ltd (USDP) 0.0 $152k 45k 3.40
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $145k 11k 13.18
Qurate Retail Com Ser A (QRTEA) 0.0 $144k 13k 10.94
Banco Santander Adr (SAN) 0.0 $107k 35k 3.04
Westport Fuel Systems Com New 0.0 $79k 15k 5.27
Pavmed 0.0 $38k 18k 2.11
Bp Prudhoe Bay Rty Tr Unit Ben Int (BPT) 0.0 $23k 10k 2.30
Centennial Resource Dev Cl A 0.0 $15k 10k 1.50