Pinnacle Private Wealth

Pinnacle Private Wealth as of Dec. 31, 2021

Portfolio Holdings for Pinnacle Private Wealth

Pinnacle Private Wealth holds 290 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 16.2 $52M 292k 177.57
Ishares Tr Core S&p500 Etf (IVV) 3.2 $10M 21k 476.99
Meta Platforms Cl A (META) 2.1 $6.6M 20k 336.36
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $6.2M 20k 305.59
Home Depot (HD) 1.9 $6.0M 14k 414.98
Microsoft Corporation (MSFT) 1.6 $5.1M 15k 336.35
Tesla Motors (TSLA) 1.3 $4.3M 4.1k 1056.68
Ishares Tr U.s. Tech Etf (IYW) 1.3 $4.3M 37k 114.83
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $4.1M 51k 80.91
Procter & Gamble Company (PG) 1.2 $3.8M 23k 163.58
Ishares Tr Core Div Grwth (DGRO) 1.1 $3.5M 64k 55.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $3.5M 8.7k 397.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.0 $3.3M 29k 115.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.3M 7.5k 436.57
Global X Fds Adaptive Us Risk (ONOF) 1.0 $3.3M 105k 31.17
Amazon (AMZN) 1.0 $3.1M 943.00 3334.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $3.0M 19k 162.74
Ishares Tr Ishares Biotech (IBB) 0.9 $2.9M 19k 152.62
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.9 $2.9M 59k 49.95
Ishares Tr Core High Dv Etf (HDV) 0.9 $2.8M 28k 101.00
JPMorgan Chase & Co. (JPM) 0.8 $2.7M 17k 158.37
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.8 $2.6M 7.9k 324.00
Ishares Tr Us Hlthcare Etf (IYH) 0.8 $2.4M 8.2k 300.37
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.4M 21k 114.53
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.8 $2.4M 43k 56.19
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.8 $2.4M 43k 55.92
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $2.3M 13k 182.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $2.2M 15k 145.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.2M 4.7k 474.88
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $2.1M 30k 72.47
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.6 $2.0M 55k 37.29
Qualcomm (QCOM) 0.6 $2.0M 11k 182.85
Wal-Mart Stores (WMT) 0.6 $1.9M 13k 144.70
Chevron Corporation (CVX) 0.6 $1.9M 16k 117.34
NVIDIA Corporation (NVDA) 0.6 $1.8M 6.2k 294.08
Bank of America Corporation (BAC) 0.6 $1.8M 41k 44.49
Paypal Holdings (PYPL) 0.6 $1.8M 9.5k 188.61
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.6 $1.8M 44k 40.84
Costco Wholesale Corporation (COST) 0.6 $1.8M 3.1k 567.79
Exxon Mobil Corporation (XOM) 0.5 $1.7M 28k 61.21
Global X Fds Lithium Btry Etf (LIT) 0.5 $1.7M 20k 84.42
Ishares Tr Expanded Tech (IGV) 0.5 $1.7M 4.2k 397.67
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.5 $1.6M 31k 52.78
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.6M 557.00 2894.08
Ishares Tr Dow Jones Us Etf (IYY) 0.5 $1.6M 14k 117.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $1.6M 7.7k 204.47
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.5M 534.00 2897.00
Lowe's Companies (LOW) 0.5 $1.5M 6.0k 258.54
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.5M 13k 114.09
CVS Caremark Corporation (CVS) 0.5 $1.5M 15k 103.15
Spdr Ser Tr S&p Biotech (XBI) 0.5 $1.5M 13k 111.98
First Tr Exchange Traded Wtr Etf (FIW) 0.5 $1.5M 16k 94.78
Ishares Tr Us Infrastruc (IFRA) 0.5 $1.5M 38k 38.24
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.5 $1.5M 4.5k 320.59
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $1.5M 15k 100.04
Pfizer (PFE) 0.4 $1.4M 24k 59.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.4M 5.9k 241.37
McDonald's Corporation (MCD) 0.4 $1.4M 5.2k 268.07
Independent Bank (INDB) 0.4 $1.4M 17k 81.56
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.4M 7.9k 171.69
Walt Disney Company (DIS) 0.4 $1.3M 8.7k 154.92
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.4 $1.3M 11k 122.51
General Electric Com New (GE) 0.4 $1.3M 14k 94.45
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.4 $1.3M 16k 79.96
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $1.2M 6.8k 181.88
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.4 $1.2M 58k 20.82
First Tr Exchange Traded Cloud Computing (SKYY) 0.4 $1.2M 11k 104.33
First Tr Value Line Divid In SHS (FVD) 0.4 $1.2M 27k 43.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.1M 11k 106.94
Stmicroelectronics N V Ny Registry (STM) 0.3 $1.1M 23k 48.89
Abbvie (ABBV) 0.3 $1.1M 8.0k 135.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.1M 13k 84.72
Verizon Communications (VZ) 0.3 $1.1M 21k 51.95
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $1.0M 7.7k 135.40
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $1.0M 9.8k 105.86
Visa Com Cl A (V) 0.3 $1.0M 4.6k 216.81
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $980k 13k 76.80
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $962k 19k 51.06
Target Corporation (TGT) 0.3 $956k 4.1k 231.53
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $952k 15k 65.88
Block Cl A (SQ) 0.3 $936k 5.8k 161.52
Ishares Tr National Mun Etf (MUB) 0.3 $921k 7.9k 116.27
Unity Software (U) 0.3 $911k 6.4k 143.01
First Tr Exchange Traded Energy Alphadx (FXN) 0.3 $897k 75k 11.92
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.3 $885k 10k 88.29
SYSCO Corporation (SYY) 0.3 $874k 11k 78.56
Ford Motor Company (F) 0.3 $870k 42k 20.78
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.3 $866k 9.1k 94.67
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $864k 14k 59.83
United Parcel Service CL B (UPS) 0.3 $842k 3.9k 214.30
Moderna (MRNA) 0.3 $835k 3.3k 253.95
Ishares Tr Us Industrials (IYJ) 0.3 $829k 7.4k 112.70
General Mills (GIS) 0.3 $825k 12k 67.37
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $818k 15k 53.22
Mastercard Incorporated Cl A (MA) 0.3 $818k 2.3k 359.24
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $793k 34k 23.07
Stanley Black & Decker (SWK) 0.2 $787k 4.2k 188.55
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $775k 8.5k 90.66
Ishares Tr Select Divid Etf (DVY) 0.2 $774k 6.3k 122.53
salesforce (CRM) 0.2 $762k 3.0k 254.08
Adobe Systems Incorporated (ADBE) 0.2 $758k 1.3k 567.37
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $758k 15k 50.46
Ishares Tr Msci Eafe Etf (EFA) 0.2 $757k 9.6k 78.72
Boeing Company (BA) 0.2 $752k 3.7k 201.28
Starbucks Corporation (SBUX) 0.2 $738k 6.3k 116.90
First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $736k 5.9k 124.14
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.2 $732k 11k 64.38
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $731k 12k 62.89
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $729k 27k 26.85
Cassava Sciences (SAVA) 0.2 $725k 17k 43.67
Accenture Plc Ireland Shs Class A (ACN) 0.2 $700k 1.7k 414.94
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.2 $697k 17k 41.83
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $691k 12k 57.00
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $689k 1.6k 438.85
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $684k 1.3k 517.40
Teradyne (TER) 0.2 $674k 4.1k 163.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $674k 2.4k 283.07
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $673k 12k 56.29
Vanguard Index Fds Growth Etf (VUG) 0.2 $653k 2.0k 320.88
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.2 $648k 12k 56.06
At&t (T) 0.2 $648k 26k 24.60
Honeywell International (HON) 0.2 $641k 3.1k 208.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $640k 4.8k 132.56
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.2 $638k 9.6k 66.50
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $604k 7.8k 77.16
Charles River Laboratories (CRL) 0.2 $602k 1.6k 376.49
Comcast Corp Cl A (CMCSA) 0.2 $601k 12k 50.32
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $597k 9.8k 60.92
Amplify Etf Tr Blackswan Grwt (SWAN) 0.2 $592k 17k 34.54
Ishares Tr Core Msci Eafe (IEFA) 0.2 $592k 7.9k 74.62
Broadcom (AVGO) 0.2 $579k 870.00 665.52
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $578k 6.5k 88.46
Ishares Esg Awr Msci Em (ESGE) 0.2 $576k 15k 39.75
Altria (MO) 0.2 $575k 12k 47.38
Vanguard Index Fds Value Etf (VTV) 0.2 $573k 3.9k 147.00
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $562k 11k 50.45
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.2 $556k 19k 30.13
General Motors Company (GM) 0.2 $554k 9.4k 58.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $553k 3.9k 141.00
Agilent Technologies Inc C ommon (A) 0.2 $539k 3.4k 159.61
Ark Etf Tr Innovation Etf (ARKK) 0.2 $533k 5.6k 94.59
Direxion Shs Etf Tr Hydrogen Etf (HJEN) 0.2 $531k 26k 20.57
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $524k 1.1k 458.44
Pepsi (PEP) 0.2 $513k 3.0k 173.55
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $511k 10k 49.97
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.2 $508k 13k 38.96
Marriott Intl Cl A (MAR) 0.2 $500k 3.0k 165.29
Goldman Sachs (GS) 0.2 $497k 1.3k 382.31
3M Company (MMM) 0.2 $496k 2.8k 177.71
Etf Ser Solutions Clearshs Ultra (OPER) 0.2 $492k 4.9k 100.16
Pubmatic Com Cl A (PUBM) 0.2 $482k 14k 34.04
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.2 $481k 9.2k 52.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $467k 9.1k 51.41
Ishares Tr Rus 1000 Etf (IWB) 0.1 $464k 1.8k 264.39
Thermo Fisher Scientific (TMO) 0.1 $462k 692.00 667.63
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $461k 46k 10.08
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $460k 2.0k 225.93
Ishares Tr Tips Bd Etf (TIP) 0.1 $456k 3.5k 129.18
Tyler Technologies (TYL) 0.1 $452k 841.00 537.46
Snowflake Cl A (SNOW) 0.1 $443k 1.3k 338.69
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $441k 15k 28.77
CSX Corporation (CSX) 0.1 $436k 12k 37.58
Ishares Tr Self Drivng Ev (IDRV) 0.1 $435k 8.0k 54.29
Netflix (NFLX) 0.1 $434k 721.00 601.94
Ishares Msci Emerg Mrkt (EEMV) 0.1 $433k 6.9k 62.85
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) 0.1 $427k 2.7k 156.41
Ishares Tr U.s. Finls Etf (IYF) 0.1 $427k 4.9k 86.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $425k 7.9k 53.92
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $418k 4.9k 84.51
BioCryst Pharmaceuticals (BCRX) 0.1 $416k 30k 13.85
Invesco Actively Managed Etf Total Return (GTO) 0.1 $412k 7.3k 56.38
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.1 $407k 2.4k 169.72
American Express Company (AXP) 0.1 $405k 2.5k 163.70
Penn National Gaming (PENN) 0.1 $394k 7.6k 51.83
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $394k 7.8k 50.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $394k 1.3k 299.16
Johnson & Johnson (JNJ) 0.1 $390k 2.3k 170.98
Morgan Stanley Com New (MS) 0.1 $386k 3.9k 98.07
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $386k 7.5k 51.81
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $386k 6.3k 61.18
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $384k 3.3k 115.63
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $383k 2.2k 173.46
Lam Research Corporation (LRCX) 0.1 $380k 528.00 719.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $376k 2.3k 166.30
Paychex (PAYX) 0.1 $354k 2.6k 136.68
Citizens Financial (CFG) 0.1 $352k 7.5k 47.22
L3harris Technologies (LHX) 0.1 $351k 1.6k 212.99
Ishares Core Msci Emkt (IEMG) 0.1 $350k 5.8k 59.92
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $347k 6.7k 51.92
The Trade Desk Com Cl A (TTD) 0.1 $346k 3.8k 91.53
Booking Holdings (BKNG) 0.1 $345k 144.00 2395.83
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $340k 2.9k 118.76
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $336k 3.1k 107.87
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $333k 4.9k 68.66
UnitedHealth (UNH) 0.1 $333k 664.00 501.51
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $331k 3.8k 87.92
Kkr & Co (KKR) 0.1 $328k 4.4k 74.58
Vanguard World Mega Cap Index (MGC) 0.1 $326k 1.9k 168.21
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $325k 6.3k 51.83
Goldman Sachs Etf Tr Access Inflati (GTIP) 0.1 $325k 5.6k 58.44
Nike CL B (NKE) 0.1 $318k 1.9k 166.67
Stryker Corporation (SYK) 0.1 $317k 1.2k 267.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $315k 1.9k 167.91
Oneok (OKE) 0.1 $312k 5.3k 58.70
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $311k 4.4k 70.76
Us Bancorp Del Com New (USB) 0.1 $310k 5.5k 56.21
Trex Company (TREX) 0.1 $308k 2.3k 135.09
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $307k 2.9k 107.34
Bristol Myers Squibb (BMY) 0.1 $306k 4.9k 62.30
Advanced Micro Devices (AMD) 0.1 $303k 2.1k 143.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $302k 3.6k 83.70
Cerence (CRNC) 0.1 $301k 3.9k 76.57
Ishares Tr Eafe Value Etf (EFV) 0.1 $301k 6.0k 50.39
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $299k 5.4k 55.81
Ishares Tr Msci Eafe Smcp (HSCZ) 0.1 $298k 8.1k 36.84
Intel Corporation (INTC) 0.1 $298k 5.8k 51.44
Philip Morris International (PM) 0.1 $297k 3.1k 95.01
Etsy (ETSY) 0.1 $297k 1.4k 218.87
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $297k 2.4k 122.27
Select Sector Spdr Tr Technology (XLK) 0.1 $295k 1.7k 173.63
Enterprise Products Partners (EPD) 0.1 $294k 13k 21.96
Proshares Tr Shrt Hgh Yield (SJB) 0.1 $291k 17k 17.41
Ishares Tr Exponential Tech (XT) 0.1 $287k 4.3k 66.02
Archer Daniels Midland Company (ADM) 0.1 $283k 4.2k 67.67
Airbnb Com Cl A (ABNB) 0.1 $283k 1.7k 166.57
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $283k 1.1k 254.96
TJX Companies (TJX) 0.1 $282k 3.7k 75.81
Blackstone Group Inc Com Cl A (BX) 0.1 $274k 2.1k 129.25
Swedish Expt Cr Corp Rog Agri Etn22 0.1 $272k 32k 8.64
Ark Etf Tr Fintech Innova (ARKF) 0.1 $272k 6.7k 40.79
Crown Castle Intl (CCI) 0.1 $271k 1.3k 209.10
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $270k 1.6k 165.34
Astrazeneca Sponsored Adr (AZN) 0.1 $270k 4.6k 58.21
Barclays Bank Etn Lkd 48 0.1 $270k 12k 22.32
Coca-Cola Company (KO) 0.1 $269k 4.5k 59.32
Coinbase Global Com Cl A (COIN) 0.1 $265k 1.1k 252.14
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $263k 5.1k 51.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $263k 3.3k 80.80
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.1 $263k 7.1k 37.03
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $262k 484.00 541.32
Apa Corporation (APA) 0.1 $258k 9.6k 26.88
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $257k 7.4k 34.78
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $256k 3.3k 78.53
Select Sector Spdr Tr Communication (XLC) 0.1 $254k 3.3k 77.75
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $253k 6.1k 41.56
BP Sponsored Adr (BP) 0.1 $252k 9.5k 26.62
Waste Management (WM) 0.1 $251k 1.5k 167.11
Ishares Tr U.s. Energy Etf (IYE) 0.1 $249k 8.3k 30.08
Nxp Semiconductors N V (NXPI) 0.1 $248k 1.1k 227.52
Cisco Systems (CSCO) 0.1 $247k 3.9k 63.30
EOG Resources (EOG) 0.1 $247k 2.8k 88.72
Intuit (INTU) 0.1 $247k 384.00 643.23
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $246k 3.7k 65.95
Lucid Group (LCID) 0.1 $246k 6.5k 38.00
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $243k 3.2k 77.12
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.1 $242k 4.0k 60.67
Duke Energy Corp Com New (DUK) 0.1 $241k 2.3k 105.01
Draftkings Com Cl A 0.1 $238k 8.7k 27.51
Ishares Msci Jpn Etf New (EWJ) 0.1 $236k 3.5k 66.97
Zoetis Cl A (ZTS) 0.1 $236k 966.00 244.31
Citigroup Com New (C) 0.1 $234k 3.9k 60.42
CoStar (CSGP) 0.1 $229k 2.9k 78.97
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $227k 4.1k 55.06
Boston Beer Cl A (SAM) 0.1 $221k 438.00 504.57
Apollo Global Mgmt Com Cl A 0.1 $221k 3.1k 72.39
Iron Mountain (IRM) 0.1 $219k 4.2k 52.43
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $219k 2.3k 95.18
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $218k 1.9k 114.98
Nextera Energy (NEE) 0.1 $217k 2.3k 93.21
Eli Lilly & Co. (LLY) 0.1 $214k 773.00 276.84
Cloudflare Cl A Com (NET) 0.1 $212k 1.6k 131.27
Danaher Corporation (DHR) 0.1 $211k 641.00 329.17
Hubspot (HUBS) 0.1 $211k 320.00 659.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $210k 1.8k 116.02
New England Rlty Assoc Ltd P Depositry Rcpt (NEN) 0.1 $209k 3.1k 67.88
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.1 $207k 6.2k 33.44
Ares Capital Corporation (ARCC) 0.1 $206k 9.7k 21.23
Consolidated Edison (ED) 0.1 $205k 2.4k 85.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $205k 2.5k 80.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $203k 1.6k 129.30
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $203k 3.7k 54.45
Hilton Worldwide Holdings (HLT) 0.1 $203k 1.3k 156.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $202k 3.3k 61.42
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.1 $201k 6.3k 31.85
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $170k 21k 8.25
Shell Midstream Partners Unit Ltd Int 0.0 $127k 11k 11.55
Axcella Health Inc equity 0.0 $43k 21k 2.10
Organigram Holdings In 0.0 $39k 23k 1.73
Lipocine 0.0 $15k 15k 0.98
Greenlane Hldgs Cl A 0.0 $10k 10k 0.96