Pittenger & Anderson

Pittenger & Anderson as of March 31, 2021

Portfolio Holdings for Pittenger & Anderson

Pittenger & Anderson holds 399 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fiserv (FI) 20.1 $372M 3.1M 119.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $62M 195k 319.13
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $37M 168k 221.34
Vanguard Index Fds Large Cap Etf (VV) 2.0 $37M 199k 185.30
Vanguard Index Fds Small Cp Etf (VB) 1.8 $34M 159k 214.08
Ishares Tr Russell 2000 Etf (IWM) 1.8 $33M 150k 220.94
Microsoft Corporation (MSFT) 1.6 $30M 128k 235.77
Apple (AAPL) 1.6 $30M 243k 122.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $29M 60k 476.05
Amazon (AMZN) 1.5 $28M 9.1k 3094.06
Paypal Holdings (PYPL) 1.4 $27M 110k 242.84
Accenture Plc Ireland Shs Class A (ACN) 1.3 $25M 90k 276.25
Alphabet Cap Stk Cl A (GOOGL) 1.2 $23M 11k 2062.48
Honeywell International (HON) 1.2 $23M 106k 217.07
BlackRock 1.1 $20M 27k 753.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $20M 55k 364.30
Nike CL B (NKE) 1.1 $20M 150k 132.89
salesforce (CRM) 1.1 $20M 94k 211.87
Visa Com Cl A (V) 1.1 $20M 93k 211.73
Costco Wholesale Corporation (COST) 1.0 $19M 55k 352.48
Mastercard Incorporated Cl A (MA) 1.0 $19M 53k 356.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $19M 156k 118.28
American Tower Reit (AMT) 0.9 $17M 71k 239.06
Asml Holding N V N Y Registry Shs (ASML) 0.9 $17M 27k 617.35
Berkshire Hathaway (BRK.A) 0.9 $17M 43.00 385697.67
Walt Disney Company (DIS) 0.9 $16M 88k 184.52
Union Pacific Corporation (UNP) 0.9 $16M 73k 220.42
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $16M 423k 37.62
Waste Management (WM) 0.8 $16M 122k 129.02
Zoetis Cl A (ZTS) 0.8 $16M 99k 157.48
Facebook Cl A (META) 0.8 $15M 52k 294.52
IDEXX Laboratories (IDXX) 0.8 $15M 31k 489.29
Servicenow (NOW) 0.8 $15M 29k 500.12
Intuitive Surgical Com New (ISRG) 0.7 $14M 19k 738.93
Lowe's Companies (LOW) 0.7 $14M 72k 190.17
S&p Global (SPGI) 0.7 $14M 39k 352.87
TJX Companies (TJX) 0.7 $14M 205k 66.15
Goldman Sachs (GS) 0.7 $13M 41k 327.01
Msci (MSCI) 0.7 $13M 30k 419.27
Morgan Stanley Com New (MS) 0.7 $12M 160k 77.66
Norfolk Southern (NSC) 0.7 $12M 46k 268.53
Home Depot (HD) 0.6 $12M 39k 305.25
Cintas Corporation (CTAS) 0.6 $12M 35k 341.32
UnitedHealth (UNH) 0.6 $11M 30k 372.07
Ishares Tr Msci Eafe Etf (EFA) 0.6 $11M 146k 75.87
Select Sector Spdr Tr Technology (XLK) 0.6 $11M 83k 132.81
Fidelity Covington Trust Total Bd Etf (FBND) 0.6 $11M 209k 52.41
Becton, Dickinson and (BDX) 0.6 $11M 45k 243.14
Johnson & Johnson (JNJ) 0.6 $11M 66k 164.34
Pepsi (PEP) 0.6 $11M 76k 141.45
ResMed (RMD) 0.6 $11M 55k 194.02
Air Products & Chemicals (APD) 0.6 $11M 38k 281.33
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $11M 215k 49.11
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.6 $11M 206k 51.29
Travelers Companies (TRV) 0.5 $10M 67k 150.40
Cisco Systems (CSCO) 0.5 $9.8M 189k 51.71
Amgen (AMGN) 0.5 $9.6M 39k 248.82
Nasdaq Omx (NDAQ) 0.5 $9.4M 64k 147.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $9.3M 291k 31.78
Crown Castle Intl (CCI) 0.5 $9.2M 53k 172.13
Roper Industries (ROP) 0.5 $9.1M 23k 403.32
Netflix (NFLX) 0.5 $9.0M 17k 521.67
Cme (CME) 0.5 $9.0M 44k 204.24
Nextera Energy (NEE) 0.5 $8.8M 116k 75.61
Verizon Communications (VZ) 0.5 $8.7M 149k 58.15
Veeva Sys Cl A Com (VEEV) 0.5 $8.6M 33k 261.24
McDonald's Corporation (MCD) 0.5 $8.5M 38k 224.15
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $8.4M 25k 330.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $8.3M 112k 74.43
Abbott Laboratories (ABT) 0.4 $8.2M 69k 119.84
Clorox Company (CLX) 0.4 $8.1M 42k 192.87
Ishares Tr U.s. Tech Etf (IYW) 0.4 $7.9M 91k 87.70
Ishares Tr Expnd Tec Sc Etf (IGM) 0.4 $7.6M 21k 360.83
Thermo Fisher Scientific (TMO) 0.4 $7.5M 16k 456.39
Eaton Corp SHS (ETN) 0.4 $7.2M 52k 138.28
Workday Cl A (WDAY) 0.4 $7.2M 29k 248.43
Church & Dwight (CHD) 0.4 $7.1M 81k 87.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $7.0M 135k 52.05
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $7.0M 55k 128.23
Ecolab (ECL) 0.4 $6.8M 32k 214.08
Automatic Data Processing (ADP) 0.4 $6.8M 36k 188.47
NVIDIA Corporation (NVDA) 0.4 $6.7M 13k 533.90
JPMorgan Chase & Co. (JPM) 0.4 $6.7M 44k 152.22
Chubb (CB) 0.4 $6.5M 41k 157.97
Caterpillar (CAT) 0.3 $6.3M 27k 231.86
Linde SHS 0.3 $6.3M 22k 280.15
Bristol Myers Squibb (BMY) 0.3 $6.2M 98k 63.13
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $6.0M 28k 214.58
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $6.0M 112k 53.34
Wal-Mart Stores (WMT) 0.3 $5.9M 44k 135.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $5.7M 79k 72.92
Danaher Corporation (DHR) 0.3 $5.7M 25k 225.10
Texas Instruments Incorporated (TXN) 0.3 $5.5M 29k 189.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $5.2M 13k 396.33
CSX Corporation (CSX) 0.3 $5.0M 52k 96.42
The Trade Desk Com Cl A (TTD) 0.3 $4.9M 7.6k 651.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $4.8M 35k 134.87
T. Rowe Price (TROW) 0.3 $4.7M 28k 171.59
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $4.6M 46k 100.74
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $4.5M 44k 101.94
Dover Corporation (DOV) 0.2 $4.1M 30k 137.11
Medtronic SHS (MDT) 0.2 $4.0M 34k 118.13
Broadcom (AVGO) 0.2 $3.8M 8.2k 463.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.8M 15k 255.48
MercadoLibre (MELI) 0.2 $3.7M 2.5k 1472.09
Sherwin-Williams Company (SHW) 0.2 $3.7M 5.1k 738.04
Nxp Semiconductors N V (NXPI) 0.2 $3.7M 18k 201.32
Canadian Natl Ry (CNI) 0.2 $3.5M 30k 115.98
Pfizer (PFE) 0.2 $3.5M 96k 36.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.4M 34k 99.67
AFLAC Incorporated (AFL) 0.2 $3.3M 64k 51.18
Assurant (AIZ) 0.2 $3.1M 22k 141.77
Merck & Co (MRK) 0.2 $3.1M 40k 77.10
Allegion Ord Shs (ALLE) 0.2 $3.1M 24k 125.63
Raytheon Technologies Corp (RTX) 0.2 $3.1M 40k 77.28
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.2 $3.0M 53k 57.04
American Electric Power Company (AEP) 0.2 $3.0M 36k 84.69
Novo-nordisk A S Adr (NVO) 0.2 $3.0M 45k 67.42
Hormel Foods Corporation (HRL) 0.2 $3.0M 63k 47.77
Bce Com New (BCE) 0.2 $3.0M 65k 45.15
Kimberly-Clark Corporation (KMB) 0.2 $2.9M 21k 139.05
Diageo Spon Adr New (DEO) 0.2 $2.9M 18k 164.23
Adobe Systems Incorporated (ADBE) 0.2 $2.8M 5.9k 475.45
Atlassian Corp Cl A 0.2 $2.8M 13k 210.75
Unilever Spon Adr New (UL) 0.1 $2.8M 50k 55.84
Aon Shs Cl A (AON) 0.1 $2.8M 12k 230.08
Toyota Motor Corp Sp Adr Rep2com (TM) 0.1 $2.8M 18k 156.08
3M Company (MMM) 0.1 $2.6M 13k 192.66
Coca-Cola Company (KO) 0.1 $2.5M 48k 52.72
Yum China Holdings (YUMC) 0.1 $2.5M 43k 59.21
stock 0.1 $2.5M 19k 135.49
Mccormick & Co Com Non Vtg (MKC) 0.1 $2.5M 28k 89.15
Novartis Sponsored Adr (NVS) 0.1 $2.4M 29k 85.46
Check Point Software Tech Lt Ord (CHKP) 0.1 $2.4M 22k 111.97
American Water Works (AWK) 0.1 $2.4M 16k 149.90
Ross Stores (ROST) 0.1 $2.2M 19k 119.89
West Pharmaceutical Services (WST) 0.1 $2.0M 7.1k 281.74
Lam Research Corporation 0.1 $2.0M 3.3k 595.10
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M 14k 141.66
Bhp Group Sponsored Ads (BHP) 0.1 $1.4M 20k 69.38
Shopify Cl A (SHOP) 0.1 $1.4M 1.2k 1106.42
Boeing Company (BA) 0.1 $1.1M 4.4k 254.80
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.1M 14k 78.41
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.0M 6.5k 159.54
Republic Services (RSG) 0.1 $1.0M 10k 99.32
Intercontinental Exchange (ICE) 0.1 $993k 8.9k 111.64
WD-40 Company (WDFC) 0.0 $879k 2.9k 306.27
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $870k 2.4k 358.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $825k 14k 60.66
Blackstone Group Inc Com Cl A (BX) 0.0 $790k 11k 74.49
At&t (T) 0.0 $768k 25k 30.26
Starbucks Corporation (SBUX) 0.0 $760k 7.0k 109.32
Ark Etf Tr Innovation Etf (ARKK) 0.0 $752k 6.3k 119.90
Procter & Gamble Company (PG) 0.0 $734k 5.4k 135.37
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $675k 3.0k 226.74
Tractor Supply Company (TSCO) 0.0 $670k 3.8k 177.01
Lockheed Martin Corporation (LMT) 0.0 $665k 1.8k 369.24
Square Cl A (SQ) 0.0 $657k 2.9k 226.94
Us Bancorp Del Com New (USB) 0.0 $618k 11k 55.30
Philip Morris International (PM) 0.0 $599k 6.8k 88.74
Casey's General Stores (CASY) 0.0 $559k 2.6k 216.00
Ishares Tr Nasdaq Biotech (IBB) 0.0 $551k 3.7k 150.63
Globe Life (GL) 0.0 $527k 5.5k 96.70
Dollar General (DG) 0.0 $518k 2.6k 202.74
Take-Two Interactive Software (TTWO) 0.0 $496k 2.8k 176.83
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $484k 6.1k 79.15
Zscaler Incorporated (ZS) 0.0 $431k 2.5k 171.58
Arista Networks (ANET) 0.0 $420k 1.4k 302.16
Lpl Financial Holdings (LPLA) 0.0 $404k 2.8k 142.00
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $398k 5.2k 75.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $394k 2.6k 151.54
Crowdstrike Hldgs Cl A (CRWD) 0.0 $370k 2.0k 182.27
Dominion Resources (D) 0.0 $330k 4.4k 75.86
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $330k 3.6k 90.76
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $330k 2.9k 113.99
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $328k 3.0k 109.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $324k 5.1k 64.03
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $311k 3.5k 87.80
Intel Corporation (INTC) 0.0 $302k 4.7k 64.05
Duke Energy Corp Com New (DUK) 0.0 $290k 3.0k 96.67
Northrop Grumman Corporation (NOC) 0.0 $265k 820.00 323.17
Kansas City Southern Com New 0.0 $264k 1.0k 264.00
Stryker Corporation (SYK) 0.0 $262k 1.1k 243.72
Nucor Corporation (NUE) 0.0 $257k 3.2k 80.31
Activision Blizzard 0.0 $253k 2.7k 92.84
Exelixis (EXEL) 0.0 $248k 11k 22.55
Tesla Motors (TSLA) 0.0 $246k 369.00 666.67
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $232k 1.6k 147.30
Ishares Tr Core S&p500 Etf (IVV) 0.0 $231k 580.00 398.28
Q2 Holdings (QTWO) 0.0 $224k 2.2k 100.22
Chevron Corporation (CVX) 0.0 $224k 2.1k 104.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $219k 3.4k 65.02
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $217k 6.1k 35.55
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $217k 1.5k 141.18
Booking Holdings (BKNG) 0.0 $214k 92.00 2326.09
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $209k 2.4k 88.75
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $207k 4.3k 48.23
Exxon Mobil Corporation (XOM) 0.0 $204k 3.7k 55.83
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $197k 2.0k 98.35
Align Technology (ALGN) 0.0 $190k 350.00 542.86
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $189k 1.6k 116.67
Magnite Ord (MGNI) 0.0 $187k 4.5k 41.56
Ishares Esg Awr Msci Em (ESGE) 0.0 $186k 4.3k 43.20
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $185k 36k 5.21
Qualcomm (QCOM) 0.0 $183k 1.4k 132.61
Intuit (INTU) 0.0 $182k 475.00 383.16
Alphabet Cap Stk Cl C (GOOG) 0.0 $182k 88.00 2068.18
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $180k 2.4k 73.86
Apa Corporation (APA) 0.0 $179k 10k 17.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $171k 1.3k 129.74
ConAgra Foods (CAG) 0.0 $168k 4.5k 37.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $165k 1.6k 100.79
CVS Caremark Corporation (CVS) 0.0 $160k 2.1k 75.22
Illumina (ILMN) 0.0 $156k 406.00 384.24
Deere & Company (DE) 0.0 $152k 405.00 375.31
Halliburton Company (HAL) 0.0 $150k 7.0k 21.43
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.0 $150k 1.6k 94.94
Lamb Weston Hldgs (LW) 0.0 $148k 1.9k 77.53
Discover Financial Services (DFS) 0.0 $147k 1.5k 95.15
Mongodb Cl A (MDB) 0.0 $144k 538.00 267.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $143k 550.00 260.00
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $138k 1.3k 108.15
Palo Alto Networks (PANW) 0.0 $130k 405.00 320.99
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $129k 2.1k 62.93
Ishares Tr Core Msci Eafe (IEFA) 0.0 $124k 1.7k 71.97
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $124k 1.2k 103.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $113k 1.2k 96.01
EOG Resources (EOG) 0.0 $109k 1.5k 72.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $109k 650.00 167.69
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $108k 674.00 160.24
Envestnet (ENV) 0.0 $107k 1.5k 72.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $99k 595.00 166.39
Twilio Cl A (TWLO) 0.0 $94k 275.00 341.82
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $93k 1.3k 71.54
Datadog Cl A Com (DDOG) 0.0 $92k 1.1k 83.64
Spdr Index Shs Fds S&p China Etf (GXC) 0.0 $92k 700.00 131.43
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $89k 1.2k 76.07
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $87k 315.00 276.19
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $85k 1.2k 68.38
Ishares Tr Select Divid Etf (DVY) 0.0 $80k 704.00 113.64
Proshares Tr Shrt 20+yr Tre (TBF) 0.0 $80k 4.4k 18.18
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $80k 2.0k 39.27
Abbvie (ABBV) 0.0 $76k 700.00 108.57
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $71k 2.1k 34.22
American Express Company (AXP) 0.0 $71k 500.00 142.00
Lumentum Hldgs (LITE) 0.0 $71k 775.00 91.61
Docusign (DOCU) 0.0 $71k 350.00 202.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $61k 825.00 73.94
Marsh & McLennan Companies (MMC) 0.0 $61k 500.00 122.00
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.0 $56k 875.00 64.00
Walgreen Boots Alliance (WBA) 0.0 $55k 1.0k 55.00
Alliant Energy Corporation (LNT) 0.0 $54k 1.0k 54.00
Rio Tinto Sponsored Adr (RIO) 0.0 $52k 675.00 77.04
Snowflake Cl A (SNOW) 0.0 $50k 220.00 227.27
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $49k 550.00 89.09
Skyworks Solutions (SWKS) 0.0 $48k 260.00 184.62
Palantir Technologies Cl A (PLTR) 0.0 $47k 2.0k 23.50
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $47k 155.00 303.23
Spotify Technology S A SHS (SPOT) 0.0 $47k 175.00 268.57
Jefferies Finl Group (JEF) 0.0 $45k 1.5k 30.00
Greene County Ban (GCBC) 0.0 $45k 1.8k 25.25
Peloton Interactive Cl A Com (PTON) 0.0 $43k 381.00 112.86
Yum! Brands (YUM) 0.0 $43k 400.00 107.50
General Motors Company (GM) 0.0 $40k 700.00 57.14
Cummins (CMI) 0.0 $39k 150.00 260.00
Ishares Core Msci Emkt (IEMG) 0.0 $37k 577.00 64.12
Target Corporation (TGT) 0.0 $36k 180.00 200.00
Nelnet Cl A (NNI) 0.0 $36k 500.00 72.00
Celanese Corporation (CE) 0.0 $36k 242.00 148.76
General Dynamics Corporation (GD) 0.0 $34k 186.00 182.80
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $34k 233.00 145.92
Waddell & Reed Finl Cl A 0.0 $34k 1.4k 25.07
Charles Schwab Corporation (SCHW) 0.0 $32k 495.00 64.65
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $30k 430.00 69.77
Eagle Ban (EBMT) 0.0 $30k 1.2k 24.19
Pdc Energy 0.0 $29k 829.00 34.98
Exelon Corporation (EXC) 0.0 $28k 640.00 43.75
Barings Corporate Investors (MCI) 0.0 $28k 2.0k 14.00
Danimer Scientific Com Cl A (DNMR) 0.0 $28k 752.00 37.23
Principal Financial (PFG) 0.0 $27k 442.00 61.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $27k 210.00 128.57
Oracle Corporation (ORCL) 0.0 $25k 350.00 71.43
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.0 $25k 200.00 125.00
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $24k 900.00 26.67
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $24k 432.00 55.56
Lululemon Athletica (LULU) 0.0 $23k 75.00 306.67
Allstate Corporation (ALL) 0.0 $23k 200.00 115.00
Buckle (BKE) 0.0 $22k 551.00 39.93
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $21k 196.00 107.14
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $20k 93.00 215.05
Laboratory Corp Amer Hldgs Com New 0.0 $20k 78.00 256.41
Guardant Health (GH) 0.0 $19k 126.00 150.79
Autodesk (ADSK) 0.0 $19k 70.00 271.43
Microchip Technology (MCHP) 0.0 $19k 125.00 152.00
V.F. Corporation (VFC) 0.0 $18k 225.00 80.00
Moderna (MRNA) 0.0 $18k 135.00 133.33
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $18k 277.00 64.98
Roku Com Cl A (ROKU) 0.0 $17k 51.00 333.33
Comcast Corp Cl A (CMCSA) 0.0 $17k 319.00 53.29
Wells Fargo & Company (WFC) 0.0 $16k 400.00 40.00
Altria (MO) 0.0 $15k 300.00 50.00
Wendy's/arby's Group (WEN) 0.0 $15k 750.00 20.00
Teladoc (TDOC) 0.0 $15k 80.00 187.50
Coupa Software 0.0 $15k 60.00 250.00
Fs Kkr Capital Corp (FSK) 0.0 $15k 745.00 20.13
Werner Enterprises (WERN) 0.0 $14k 300.00 46.67
Cerner Corporation 0.0 $14k 200.00 70.00
Quest Diagnostics Incorporated (DGX) 0.0 $14k 110.00 127.27
Beyond Meat (BYND) 0.0 $14k 110.00 127.27
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.0 $13k 255.00 50.98
FedEx Corporation (FDX) 0.0 $13k 45.00 288.89
MarketAxess Holdings (MKTX) 0.0 $13k 26.00 500.00
Aurinia Pharmaceuticals (AUPH) 0.0 $13k 1.0k 13.00
Okta Cl A (OKTA) 0.0 $13k 58.00 224.14
Ford Motor Company (F) 0.0 $12k 1.0k 12.00
Archer Daniels Midland Company (ADM) 0.0 $11k 200.00 55.00
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $11k 550.00 20.00
Hubspot (HUBS) 0.0 $10k 22.00 454.55
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $10k 400.00 25.00
Magellan Midstream Prtnrs Com Unit Rp Lp 0.0 $10k 225.00 44.44
Veracyte (VCYT) 0.0 $9.0k 160.00 56.25
Shoals Technologies Group In Cl A (SHLS) 0.0 $9.0k 250.00 36.00
Ouster 0.0 $9.0k 1.0k 9.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $8.0k 130.00 61.54
Portland Gen Elec Com New (POR) 0.0 $8.0k 175.00 45.71
ConocoPhillips (COP) 0.0 $8.0k 151.00 52.98
Hershey Company (HSY) 0.0 $7.0k 45.00 155.56
International Business Machines (IBM) 0.0 $7.0k 50.00 140.00
Henry Schein (HSIC) 0.0 $7.0k 100.00 70.00
Pacific Biosciences of California (PACB) 0.0 $7.0k 200.00 35.00
Shockwave Med 0.0 $7.0k 55.00 127.27
Baxter International (BAX) 0.0 $7.0k 85.00 82.35
Cormedix Inc cormedix (CRMD) 0.0 $6.0k 610.00 9.84
First Intst Bancsystem Com Cl A (FIBK) 0.0 $6.0k 138.00 43.48
Dupont De Nemours (DD) 0.0 $6.0k 83.00 72.29
Kinsale Cap Group (KNSL) 0.0 $6.0k 35.00 171.43
Phillips 66 (PSX) 0.0 $6.0k 68.00 88.24
Select Sector Spdr Tr Communication (XLC) 0.0 $6.0k 85.00 70.59
Varonis Sys (VRNS) 0.0 $6.0k 126.00 47.62
Dow (DOW) 0.0 $5.0k 83.00 60.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $5.0k 54.00 92.59
Cyberark Software SHS (CYBR) 0.0 $5.0k 39.00 128.21
Xcel Energy (XEL) 0.0 $5.0k 72.00 69.44
RBB Motley Fol Etf (TMFC) 0.0 $5.0k 150.00 33.33
Schlumberger (SLB) 0.0 $4.0k 150.00 26.67
Corteva (CTVA) 0.0 $4.0k 83.00 48.19
Pjt Partners Com Cl A (PJT) 0.0 $4.0k 60.00 66.67
Live Nation Entertainment (LYV) 0.0 $4.0k 43.00 93.02
Axon Enterprise (AXON) 0.0 $4.0k 31.00 129.03
Staar Surgical Com Par $0.01 (STAA) 0.0 $4.0k 42.00 95.24
Globant S A (GLOB) 0.0 $4.0k 21.00 190.48
Bank of America Corporation (BAC) 0.0 $4.0k 100.00 40.00
Goodyear Tire & Rubber Company (GT) 0.0 $4.0k 250.00 16.00
W.R. Berkley Corporation (WRB) 0.0 $4.0k 50.00 80.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $4.0k 20.00 200.00
Zendesk 0.0 $4.0k 32.00 125.00
Chipotle Mexican Grill (CMG) 0.0 $4.0k 3.00 1333.33
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $3.0k 93.00 32.26
Spectrum Brands Holding (SPB) 0.0 $3.0k 37.00 81.08
Globus Med Cl A (GMED) 0.0 $3.0k 46.00 65.22
Repligen Corporation (RGEN) 0.0 $3.0k 17.00 176.47
Crocs (CROX) 0.0 $3.0k 40.00 75.00
Copart (CPRT) 0.0 $3.0k 24.00 125.00
SVB Financial (SIVBQ) 0.0 $3.0k 6.00 500.00
TransDigm Group Incorporated (TDG) 0.0 $3.0k 5.00 600.00
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $3.0k 60.00 50.00
Novocure Ord Shs (NVCR) 0.0 $3.0k 25.00 120.00
Sea Sponsord Ads (SE) 0.0 $3.0k 12.00 250.00
Eli Lilly & Co. (LLY) 0.0 $3.0k 14.00 214.29
Dex (DXCM) 0.0 $3.0k 7.00 428.57
Insulet Corporation (PODD) 0.0 $3.0k 13.00 230.77
Crispr Therapeutics Namen Akt (CRSP) 0.0 $2.0k 17.00 117.65
Abiomed 0.0 $2.0k 7.00 285.71
Equinix (EQIX) 0.0 $2.0k 3.00 666.67
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $2.0k 5.00 400.00
Gamestop Corp Cl A (GME) 0.0 $2.0k 10.00 200.00
Pinterest Cl A (PINS) 0.0 $2.0k 25.00 80.00
Health Catalyst (HCAT) 0.0 $2.0k 50.00 40.00
Unity Software (U) 0.0 $2.0k 20.00 100.00
Roblox Corp Cl A (RBLX) 0.0 $2.0k 25.00 80.00
Bumble Com Cl A (BMBL) 0.0 $2.0k 25.00 80.00
Proto Labs (PRLB) 0.0 $2.0k 18.00 111.11
Penn National Gaming (PENN) 0.0 $2.0k 15.00 133.33
Fastly Cl A (FSLY) 0.0 $2.0k 29.00 68.97
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $2.0k 90.00 22.22
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.0 $1.0k 15.00 66.67
WESCO International (WCC) 0.0 $1.0k 16.00 62.50
Select Sector Spdr Tr Energy (XLE) 0.0 $1.0k 25.00 40.00
Opko Health (OPK) 0.0 $1.0k 250.00 4.00
Uber Technologies (UBER) 0.0 $1.0k 20.00 50.00
Zoom Video Communications In Cl A (ZM) 0.0 $999.999900 3.00 333.33
Delta Air Lines Inc Del Com New (DAL) 0.0 $999.999600 12.00 83.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $999.999000 27.00 37.04
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $999.999000 27.00 37.04
Advanced Micro Devices (AMD) 0.0 $0 4.00 0.00
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $0 1.00 0.00
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.0 $0 10.00 0.00
Rmr Group Cl A (RMR) 0.0 $0 6.00 0.00
Churchill Capital Corp Iv Cl A 0.0 $0 17.00 0.00