Steel Peak Wealth Management

Steel Peak Wealth Management as of March 31, 2021

Portfolio Holdings for Steel Peak Wealth Management

Steel Peak Wealth Management holds 357 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
Apple (AAPL) 7.6 $97M 794k 122.15
Stamps Com New 4.8 $61M 304k 199.51
Amazon (AMZN) 4.4 $56M 18k 3094.07
Tesla Motors (TSLA) 3.9 $49M 74k 667.92
Ishares Tr Core S&p500 Etf (IVV) 3.2 $41M 103k 397.82
Ishares Tr Us Treas Bd Etf (GOVT) 2.3 $29M 1.1M 26.19
Ishares Tr Esg Awr Msci Usa (ESGU) 2.1 $27M 302k 90.87
Microsoft Corporation (MSFT) 2.1 $27M 113k 235.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $26M 66k 396.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $22M 70k 319.12
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $22M 169k 130.05
Ishares Tr Core Total Usd (IUSB) 1.6 $21M 397k 52.75
Alphabet Cap Stk Cl A (GOOGL) 1.5 $20M 9.4k 2062.52
Cisco Systems (CSCO) 1.4 $18M 345k 51.71
Facebook Cl A (META) 1.4 $17M 59k 294.53
Qualcomm (QCOM) 1.3 $16M 123k 132.59
Paypal Holdings (PYPL) 1.3 $16M 66k 242.84
NVIDIA Corporation (NVDA) 1.2 $15M 29k 533.92
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $15M 146k 100.46
Intel Corporation (INTC) 1.1 $14M 224k 64.00
Netflix (NFLX) 1.1 $14M 27k 521.67
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $14M 259k 54.68
Broadcom (AVGO) 1.1 $14M 29k 463.64
JPMorgan Chase & Co. (JPM) 1.0 $13M 87k 152.23
Applied Materials (AMAT) 1.0 $13M 97k 133.61
Texas Instruments Incorporated (TXN) 1.0 $13M 66k 189.00
Ishares Tr Eafe Value Etf (EFV) 1.0 $13M 245k 50.97
Ishares Esg Awr Msci Em (ESGE) 0.9 $12M 276k 43.31
Amgen (AMGN) 0.9 $12M 46k 248.81
Micron Technology (MU) 0.9 $11M 128k 88.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $11M 33k 330.18
Chevron Corporation (CVX) 0.8 $11M 102k 104.79
Square Cl A (SQ) 0.8 $11M 46k 227.04
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $10M 96k 108.53
Walt Disney Company (DIS) 0.8 $10M 56k 184.52
Marvell Technology Group Ord 0.8 $9.6M 197k 48.98
Ishares Tr Msci Usa Value (VLUE) 0.7 $9.5M 92k 102.46
Advanced Micro Devices (AMD) 0.7 $9.0M 114k 78.50
Adobe Systems Incorporated (ADBE) 0.7 $8.9M 19k 475.36
Johnson & Johnson (JNJ) 0.7 $8.6M 53k 164.35
Walgreen Boots Alliance (WBA) 0.7 $8.6M 157k 54.90
Caterpillar (CAT) 0.7 $8.5M 37k 231.86
Ishares Tr Mbs Etf (MBB) 0.7 $8.5M 79k 108.41
Ishares Tr Russell 2000 Etf (IWM) 0.7 $8.5M 38k 220.94
Verizon Communications (VZ) 0.7 $8.4M 145k 58.15
Shopify Cl A (SHOP) 0.6 $8.3M 7.5k 1106.52
International Business Machines (IBM) 0.6 $7.9M 59k 133.26
Coca-Cola Company (KO) 0.6 $7.6M 144k 52.71
Dow (DOW) 0.6 $7.3M 115k 63.94
Boeing Company (BA) 0.6 $7.2M 28k 254.71
Ishares Tr Msci Eafe Etf (EFA) 0.5 $6.9M 91k 75.87
Ishares Tr Global Tech Etf (IXN) 0.5 $6.8M 22k 307.72
Starbucks Corporation (SBUX) 0.5 $6.5M 59k 109.27
Lam Research Corporation 0.5 $6.4M 11k 595.20
Goldman Sachs (GS) 0.5 $6.3M 19k 326.99
Merck & Co (MRK) 0.5 $6.1M 79k 77.09
3M Company (MMM) 0.5 $5.8M 30k 192.68
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $5.8M 36k 160.86
Travelers Companies (TRV) 0.5 $5.8M 39k 150.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $5.7M 107k 53.34
Pepsi (PEP) 0.4 $5.5M 39k 141.46
Crowdstrike Hldgs Cl A (CRWD) 0.4 $5.2M 28k 182.52
Ishares Tr Faln Angls Usd (FALN) 0.4 $5.0M 171k 29.24
Intuit (INTU) 0.4 $5.0M 13k 383.05
Comcast Corp Cl A (CMCSA) 0.4 $5.0M 92k 54.11
Alphabet Cap Stk Cl C (GOOG) 0.4 $4.9M 2.4k 2068.42
salesforce (CRM) 0.3 $4.4M 21k 211.87
Bank of America Corporation (BAC) 0.3 $4.4M 113k 38.69
MercadoLibre (MELI) 0.3 $4.0M 2.7k 1472.13
Metropcs Communications (TMUS) 0.3 $4.0M 32k 125.28
Booking Holdings (BKNG) 0.3 $3.9M 1.7k 2329.59
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.9M 34k 113.83
Select Sector Spdr Tr Technology (XLK) 0.3 $3.7M 28k 132.80
Intuitive Surgical Com New (ISRG) 0.3 $3.7M 5.0k 739.01
Activision Blizzard 0.3 $3.6M 39k 93.00
Nike CL B (NKE) 0.3 $3.3M 25k 132.89
Ishares Tr National Mun Etf (MUB) 0.3 $3.3M 29k 116.04
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $3.2M 51k 62.12
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $3.1M 113k 27.67
Home Depot (HD) 0.2 $3.1M 10k 305.21
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $3.0M 9.1k 330.38
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $3.0M 113k 26.76
Wal-Mart Stores (WMT) 0.2 $2.8M 21k 135.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.8M 51k 54.65
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $2.7M 48k 56.43
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $2.7M 25k 107.82
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $2.6M 51k 51.66
At&t (T) 0.2 $2.6M 86k 30.27
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $2.5M 37k 66.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $2.5M 28k 87.19
Nio Spon Ads (NIO) 0.2 $2.4M 63k 38.98
Procter & Gamble Company (PG) 0.2 $2.3M 17k 135.42
Eli Lilly & Co. (LLY) 0.2 $2.3M 12k 186.82
Fiverr Intl Ord Shs (FVRR) 0.2 $2.2M 10k 217.16
Twilio Cl A (TWLO) 0.2 $2.2M 6.6k 340.76
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $2.2M 45k 49.57
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.2 $2.2M 81k 27.28
Abbvie (ABBV) 0.2 $2.1M 20k 108.22
Nextera Energy (NEE) 0.2 $2.1M 28k 75.62
Verrica Pharmaceuticals (VRCA) 0.2 $2.0M 133k 15.15
Visa Com Cl A (V) 0.1 $1.9M 9.0k 211.68
Costco Wholesale Corporation (COST) 0.1 $1.9M 5.3k 352.45
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.9M 16k 119.95
Roku Com Cl A (ROKU) 0.1 $1.8M 5.6k 325.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.8M 7.1k 255.41
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $1.8M 32k 57.11
Mastercard Incorporated Cl A (MA) 0.1 $1.8M 5.0k 356.09
PNC Financial Services (PNC) 0.1 $1.8M 10k 175.39
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.7M 19k 90.81
Spotify Technology S A SHS (SPOT) 0.1 $1.7M 6.4k 267.97
FedEx Corporation (FDX) 0.1 $1.7M 6.0k 284.00
MetLife (MET) 0.1 $1.7M 28k 60.77
Citigroup Com New (C) 0.1 $1.7M 23k 72.76
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.7M 13k 125.47
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.7M 24k 69.19
Hp (HPQ) 0.1 $1.6M 52k 31.74
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $1.6M 47k 34.04
Bank of New York Mellon Corporation (BK) 0.1 $1.6M 34k 47.29
Morgan Stanley Com New (MS) 0.1 $1.6M 20k 77.65
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $1.5M 13k 117.20
Eastern Bankshares (EBC) 0.1 $1.4M 75k 19.29
Union Pacific Corporation (UNP) 0.1 $1.4M 6.5k 220.42
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.4M 27k 51.06
Okta Cl A (OKTA) 0.1 $1.3M 6.1k 220.38
Lowe's Companies (LOW) 0.1 $1.3M 6.9k 190.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.3M 11k 116.73
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.3M 8.7k 150.62
Vanguard World Fds Industrial Etf (VIS) 0.1 $1.3M 6.8k 189.28
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.3M 7.6k 168.11
Invitae (NVTAQ) 0.1 $1.3M 33k 38.21
General Motors Company (GM) 0.1 $1.3M 22k 57.44
Docusign (DOCU) 0.1 $1.2M 6.2k 202.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.2M 3.4k 364.37
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.2M 5.4k 226.70
Charles Schwab Corporation (SCHW) 0.1 $1.2M 19k 65.20
Southwest Airlines (LUV) 0.1 $1.2M 20k 61.08
Exxon Mobil Corporation (XOM) 0.1 $1.2M 22k 55.82
MGM Resorts International. (MGM) 0.1 $1.2M 31k 37.98
Allstate Corporation (ALL) 0.1 $1.2M 10k 114.86
United Parcel Service CL B (UPS) 0.1 $1.2M 6.8k 170.05
Altria (MO) 0.1 $1.2M 23k 51.16
Palantir Technologies Cl A (PLTR) 0.1 $1.1M 49k 23.31
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $1.1M 13k 83.36
Moderna (MRNA) 0.1 $1.1M 8.4k 130.94
Expedia Group Com New (EXPE) 0.1 $1.1M 6.4k 172.20
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.1M 22k 50.80
Fidelity National Information Services (FIS) 0.1 $1.1M 7.8k 140.56
Lemonade (LMND) 0.1 $1.1M 12k 93.15
Skyworks Solutions (SWKS) 0.1 $1.1M 5.8k 183.53
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.1M 52k 20.14
BlackRock 0.1 $1.1M 1.4k 753.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.1M 13k 82.17
AeroVironment (AVAV) 0.1 $1.0M 9.0k 116.07
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.0M 9.6k 108.90
Pinterest Cl A (PINS) 0.1 $1.0M 14k 74.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.0M 12k 86.24
Ishares Tr Msci China Etf (MCHI) 0.1 $1.0M 12k 81.74
Pfizer (PFE) 0.1 $994k 27k 36.23
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $988k 19k 51.33
Philip Morris International (PM) 0.1 $979k 11k 88.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $970k 12k 82.54
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $929k 15k 61.50
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $926k 16k 58.16
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $925k 18k 50.47
Zillow Group Cl A (ZG) 0.1 $920k 7.0k 131.35
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $912k 29k 31.32
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $895k 7.9k 112.89
Wynn Resorts (WYNN) 0.1 $895k 7.1k 125.35
Ishares Tr Modert Alloc Etf (AOM) 0.1 $883k 20k 43.56
Plug Power Com New (PLUG) 0.1 $870k 24k 35.82
Intellia Therapeutics (NTLA) 0.1 $838k 10k 80.26
McDonald's Corporation (MCD) 0.1 $836k 3.7k 224.07
Target Corporation (TGT) 0.1 $828k 4.2k 198.18
Bristol Myers Squibb (BMY) 0.1 $815k 13k 63.15
American Express Company (AXP) 0.1 $812k 5.7k 141.41
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $808k 14k 56.20
General Mills (GIS) 0.1 $792k 13k 61.30
Medtronic SHS (MDT) 0.1 $781k 6.6k 118.06
Microchip Technology (MCHP) 0.1 $773k 5.0k 155.22
Deere & Company (DE) 0.1 $748k 2.0k 374.00
Ishares U S Etf Tr Blackrock Short (MEAR) 0.1 $742k 15k 50.26
Progressive Corporation (PGR) 0.1 $718k 7.5k 95.59
Cloudflare Cl A Com (NET) 0.1 $703k 10k 70.30
Zillow Group Cl C Cap Stk (Z) 0.1 $692k 5.3k 129.69
Hanesbrands (HBI) 0.1 $689k 35k 19.66
Whirlpool Corporation (WHR) 0.1 $687k 3.1k 220.26
Oracle Corporation (ORCL) 0.1 $682k 9.7k 70.14
Fidelity National Financial Fnf Group Com (FNF) 0.1 $679k 17k 40.64
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $677k 46k 14.85
Etsy (ETSY) 0.1 $676k 3.4k 201.67
Williams Companies (WMB) 0.1 $669k 28k 23.68
United Rentals (URI) 0.1 $659k 2.0k 329.50
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $652k 1.8k 358.24
Ishares Core Msci Emkt (IEMG) 0.1 $650k 10k 64.33
Te Connectivity Reg Shs 0.1 $646k 5.0k 129.05
Amcor Ord (AMCR) 0.0 $629k 54k 11.68
Franklin Resources (BEN) 0.0 $620k 21k 29.58
Public Storage (PSA) 0.0 $616k 2.5k 246.89
Kroger (KR) 0.0 $613k 17k 35.98
Newmont Mining Corporation (NEM) 0.0 $607k 10k 60.29
Cabot Oil & Gas Corporation (CTRA) 0.0 $603k 32k 18.77
Juniper Networks (JNPR) 0.0 $598k 24k 25.32
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $598k 23k 26.63
Consolidated Edison (ED) 0.0 $591k 7.9k 74.79
Spdr Ser Tr Bloomberg Brclys (JNK) 0.0 $585k 5.4k 108.88
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $583k 14k 42.87
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $582k 17k 34.60
Cummins (CMI) 0.0 $580k 2.2k 259.28
Nortonlifelock (GEN) 0.0 $577k 27k 21.27
Extra Space Storage (EXR) 0.0 $573k 4.3k 132.58
Northrop Grumman Corporation (NOC) 0.0 $571k 1.8k 323.70
Wells Fargo & Company (WFC) 0.0 $568k 15k 39.10
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $561k 4.7k 118.28
The Trade Desk Com Cl A (TTD) 0.0 $560k 859.00 651.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $557k 5.8k 96.79
Servicenow (NOW) 0.0 $543k 1.1k 500.46
Zoom Video Communications In Cl A (ZM) 0.0 $539k 1.7k 321.22
Honeywell International (HON) 0.0 $534k 2.5k 217.17
Abbott Laboratories (ABT) 0.0 $528k 4.4k 119.75
Baidu Spon Adr Rep A (BIDU) 0.0 $523k 2.4k 217.64
Thermo Fisher Scientific (TMO) 0.0 $513k 1.1k 456.41
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $501k 1.1k 475.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $500k 2.1k 242.84
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $499k 5.6k 88.65
PPL Corporation (PPL) 0.0 $497k 17k 28.85
Pinnacle West Capital Corporation (PNW) 0.0 $487k 6.0k 81.34
Sempra Energy (SRE) 0.0 $486k 3.7k 132.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $485k 3.4k 141.61
Lumen Technologies (LUMN) 0.0 $476k 36k 13.34
Uber Technologies (UBER) 0.0 $467k 8.6k 54.55
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $460k 3.4k 135.53
Commerce Bancshares (CBSH) 0.0 $459k 6.0k 76.56
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $454k 4.4k 102.25
Raytheon Technologies Corp (RTX) 0.0 $450k 5.8k 77.28
Coupa Software 0.0 $441k 1.7k 254.77
Beyond Meat (BYND) 0.0 $438k 3.4k 130.05
RadNet (RDNT) 0.0 $435k 20k 21.75
Datadog Cl A Com (DDOG) 0.0 $435k 5.2k 83.43
Ark Etf Tr Fintech Innova (ARKF) 0.0 $428k 8.4k 51.09
V.F. Corporation (VFC) 0.0 $412k 5.2k 79.92
People's United Financial 0.0 $409k 23k 17.91
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $407k 2.7k 150.07
Electronic Arts (EA) 0.0 $405k 3.0k 135.36
Yandex N V Shs Class A (NBIS) 0.0 $404k 6.3k 64.10
Omni (OMC) 0.0 $404k 5.4k 74.22
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $404k 832.00 485.58
Waste Management (WM) 0.0 $395k 3.1k 129.13
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $394k 4.7k 83.90
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $389k 2.6k 147.29
Kraneshares Tr Msci All China (KURE) 0.0 $389k 10k 38.90
Lockheed Martin Corporation (LMT) 0.0 $389k 1.1k 369.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $387k 2.6k 151.53
Silvergate Cap Corp Cl A (SICPQ) 0.0 $384k 2.7k 142.06
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $384k 7.7k 50.17
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $384k 8.4k 45.85
Black Knight 0.0 $379k 5.1k 73.98
Draftkings Com Cl A 0.0 $377k 6.2k 61.33
Mongodb Cl A (MDB) 0.0 $377k 1.4k 267.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $376k 4.1k 91.64
Ferrari Nv Ord (RACE) 0.0 $373k 1.8k 209.43
Teladoc (TDOC) 0.0 $371k 2.0k 181.77
Fortinet (FTNT) 0.0 $367k 2.0k 184.42
Astrazeneca Sponsored Adr (AZN) 0.0 $366k 7.4k 49.73
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $364k 4.9k 73.83
Anaplan 0.0 $361k 6.7k 53.83
Teradyne (TER) 0.0 $360k 3.0k 121.75
Proto Labs (PRLB) 0.0 $360k 3.0k 121.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $355k 9.4k 37.59
Iron Mountain (IRM) 0.0 $351k 9.5k 37.04
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.0 $349k 12k 30.37
Old Dominion Freight Line (ODFL) 0.0 $346k 1.4k 240.61
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $343k 7.7k 44.49
Garmin SHS (GRMN) 0.0 $342k 2.6k 131.74
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.0 $341k 22k 15.72
Vulcan Materials Company (VMC) 0.0 $338k 2.0k 169.00
General Electric Company 0.0 $337k 26k 13.13
Take-Two Interactive Software (TTWO) 0.0 $330k 1.9k 176.75
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.0 $329k 5.8k 56.38
Zscaler Incorporated (ZS) 0.0 $328k 1.9k 171.64
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $325k 1.1k 309.23
4068594 Enphase Energy (ENPH) 0.0 $324k 2.0k 162.16
Oneok (OKE) 0.0 $323k 6.4k 50.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $319k 2.0k 159.26
Gilead Sciences (GILD) 0.0 $319k 4.9k 64.56
Iovance Biotherapeutics (IOVA) 0.0 $319k 10k 31.68
3-d Sys Corp Del Com New (DDD) 0.0 $318k 12k 27.44
Crispr Therapeutics Namen Akt (CRSP) 0.0 $318k 2.6k 121.79
Eaton Corp SHS (ETN) 0.0 $316k 2.3k 138.47
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $312k 20k 15.51
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $311k 2.4k 129.58
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.0 $310k 5.8k 53.91
Lululemon Athletica (LULU) 0.0 $307k 1.0k 307.00
Growgeneration Corp (GRWG) 0.0 $301k 6.0k 49.77
Rh (RH) 0.0 $298k 500.00 596.00
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.0 $295k 13k 23.55
Twist Bioscience Corp (TWST) 0.0 $294k 2.4k 123.69
Kkr & Co (KKR) 0.0 $291k 6.0k 48.87
Blackstone Group Inc Com Cl A (BX) 0.0 $290k 3.9k 74.45
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $288k 6.3k 45.77
Spdr Gold Tr Gold Shs (GLD) 0.0 $287k 1.8k 159.80
Crown Castle Intl (CCI) 0.0 $286k 1.7k 172.29
UnitedHealth (UNH) 0.0 $284k 763.00 372.21
Nxp Semiconductors N V (NXPI) 0.0 $282k 1.4k 201.43
CVS Caremark Corporation (CVS) 0.0 $272k 3.6k 75.37
Western Digital (WDC) 0.0 $271k 4.1k 66.75
Ballard Pwr Sys (BLDP) 0.0 $267k 11k 24.34
Ross Stores (ROST) 0.0 $267k 2.2k 120.00
Virgin Galactic Holdings Inc virgin galactic holdings 0.0 $266k 8.7k 30.64
Southern Company (SO) 0.0 $262k 4.2k 62.13
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $262k 1.2k 215.11
EXACT Sciences Corporation (EXAS) 0.0 $257k 2.0k 131.73
Asml Holding N V N Y Registry Shs (ASML) 0.0 $254k 412.00 616.50
Qorvo (QRVO) 0.0 $254k 1.4k 182.73
Kinder Morgan (KMI) 0.0 $252k 15k 16.66
Tidal Etf Tr Sofi Weekly Inm 0.0 $251k 2.4k 105.02
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $248k 2.6k 95.86
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $247k 821.00 300.85
TJX Companies (TJX) 0.0 $246k 3.7k 66.03
Seagate Technology SHS 0.0 $239k 3.1k 76.75
Gap (GAP) 0.0 $238k 8.0k 29.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $238k 2.5k 96.01
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $235k 4.2k 56.52
Snowflake Cl A (SNOW) 0.0 $233k 1.0k 229.56
Interpublic Group of Companies (IPG) 0.0 $229k 7.9k 29.14
PIMCO Corporate Opportunity Fund (PTY) 0.0 $228k 13k 18.26
Pure Storage Cl A (PSTG) 0.0 $226k 11k 21.50
Viacomcbs CL B (PARA) 0.0 $224k 5.0k 45.08
Ishares Gold Tr Ishares 0.0 $223k 14k 16.24
Air Products & Chemicals (APD) 0.0 $219k 777.00 281.85
Huntington Bancshares Incorporated (HBAN) 0.0 $215k 14k 15.73
Ishares Tr Core Div Grwth (DGRO) 0.0 $214k 4.4k 48.37
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $213k 4.7k 45.38
Colgate-Palmolive Company (CL) 0.0 $213k 2.7k 78.74
Cannae Holdings (CNNE) 0.0 $212k 5.4k 39.61
Ishares Tr Conser Alloc Etf (AOK) 0.0 $212k 5.5k 38.69
Edwards Lifesciences (EW) 0.0 $211k 2.5k 83.60
Peloton Interactive Cl A Com (PTON) 0.0 $211k 1.9k 112.53
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $208k 1.4k 147.00
Eaton Vance Floating-Rate Income Trust (EFT) 0.0 $205k 15k 14.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $201k 1.6k 121.89
Vanguard Index Fds Growth Etf (VUG) 0.0 $201k 783.00 256.70
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $201k 17k 11.66
Glaxosmithkline Sponsored Adr 0.0 $200k 5.6k 35.68
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $198k 13k 15.06
Northwest Bancshares (NWBI) 0.0 $189k 13k 14.45
Renesola Sponsored Ads (SOL) 0.0 $182k 15k 12.36
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.0 $150k 10k 14.38
Ford Motor Company (F) 0.0 $146k 12k 12.24
Nano Dimension Sponsord Ads New (NNDM) 0.0 $117k 14k 8.57
Sirius Xm Holdings 0.0 $111k 18k 6.07
Hecla Mining Company (HL) 0.0 $104k 18k 5.67
Peabody Energy (BTU) 0.0 $70k 23k 3.04
Kandi Technolgies 0.0 $65k 10k 6.28
Vascular Biogenics 0.0 $48k 24k 2.01
Xtl Biopharmaceuticals Sponsored Adr Ne (XTLB) 0.0 $48k 14k 3.34
Motus Gi Hldgs Incorporated 0.0 $26k 22k 1.21
My Size Com New 0.0 $20k 17k 1.15