Steel Peak Wealth Management as of Sept. 30, 2021
Portfolio Holdings for Steel Peak Wealth Management
Steel Peak Wealth Management holds 397 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 9.5 | $144M | 1.0M | 141.50 | |
Stamps Com New | 6.6 | $100M | 304k | 329.79 | |
Amazon (AMZN) | 3.8 | $58M | 18k | 3285.06 | |
Tesla Motors (TSLA) | 3.2 | $49M | 63k | 775.47 | |
Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $41M | 95k | 430.82 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 2.4 | $36M | 369k | 98.46 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $31M | 12k | 2673.56 | |
Microsoft Corporation (MSFT) | 2.0 | $31M | 109k | 281.92 | |
Ishares Tr Core Total Usd (IUSB) | 1.9 | $29M | 549k | 53.24 | |
Facebook Cl A (META) | 1.9 | $29M | 86k | 339.39 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $29M | 67k | 429.14 | |
NVIDIA Corporation (NVDA) | 1.7 | $26M | 125k | 207.16 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 1.4 | $22M | 825k | 26.53 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $22M | 60k | 357.97 | |
Qualcomm (QCOM) | 1.4 | $22M | 167k | 128.98 | |
Cisco Systems (CSCO) | 1.2 | $18M | 336k | 54.43 | |
Ishares Tr Eafe Value Etf (EFV) | 1.2 | $18M | 353k | 50.85 | |
Intel Corporation (INTC) | 1.2 | $18M | 328k | 53.28 | |
Amgen (AMGN) | 1.1 | $17M | 79k | 212.65 | |
Ishares Tr Eafe Grwth Etf (EFG) | 1.1 | $17M | 158k | 106.47 | |
Ishares Tr Tips Bd Etf (TIP) | 1.1 | $17M | 131k | 127.69 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $14M | 25k | 575.73 | |
Lam Research Corporation (LRCX) | 0.9 | $14M | 25k | 569.16 | |
Netflix (NFLX) | 0.9 | $14M | 23k | 610.35 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $14M | 86k | 163.70 | |
Marvell Technology (MRVL) | 0.9 | $14M | 231k | 60.31 | |
Intuit (INTU) | 0.9 | $14M | 26k | 539.51 | |
Paypal Holdings (PYPL) | 0.9 | $14M | 52k | 260.20 | |
Snap Cl A (SNAP) | 0.9 | $13M | 180k | 73.87 | |
Advanced Micro Devices (AMD) | 0.8 | $13M | 123k | 102.90 | |
Chevron Corporation (CVX) | 0.8 | $11M | 113k | 101.45 | |
Applied Materials (AMAT) | 0.7 | $11M | 87k | 128.73 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $11M | 200k | 54.64 | |
Intuitive Surgical Com New (ISRG) | 0.7 | $11M | 11k | 994.14 | |
Shopify Cl A (SHOP) | 0.7 | $11M | 7.7k | 1355.79 | |
Home Depot (HD) | 0.7 | $10M | 31k | 328.27 | |
Square Cl A (SQ) | 0.7 | $10M | 43k | 239.85 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $10M | 91k | 109.19 | |
Broadcom (AVGO) | 0.7 | $9.9M | 20k | 484.94 | |
Johnson & Johnson (JNJ) | 0.6 | $9.8M | 60k | 161.50 | |
Verizon Communications (VZ) | 0.6 | $9.6M | 178k | 54.01 | |
Metropcs Communications (TMUS) | 0.6 | $9.4M | 73k | 127.76 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $9.0M | 41k | 218.74 | |
Merck & Co (MRK) | 0.6 | $9.0M | 119k | 75.11 | |
Ishares Tr Msci Usa Value (VLUE) | 0.6 | $8.8M | 88k | 100.71 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $8.6M | 171k | 50.38 | |
Moderna (MRNA) | 0.6 | $8.6M | 22k | 384.86 | |
International Business Machines (IBM) | 0.6 | $8.5M | 61k | 138.93 | |
Ishares Tr Faln Angls Usd (FALN) | 0.6 | $8.4M | 279k | 30.11 | |
Coca-Cola Company (KO) | 0.5 | $8.2M | 157k | 52.47 | |
Dow (DOW) | 0.5 | $8.1M | 141k | 57.56 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.9M | 3.0k | 2665.10 | |
3M Company (MMM) | 0.5 | $7.9M | 45k | 175.43 | |
Ishares Tr Global Tech Etf (IXN) | 0.5 | $7.8M | 138k | 56.66 | |
Goldman Sachs (GS) | 0.5 | $7.7M | 21k | 378.04 | |
Ishares Esg Awr Msci Em (ESGE) | 0.5 | $7.7M | 185k | 41.44 | |
Walt Disney Company (DIS) | 0.5 | $7.6M | 45k | 169.17 | |
Boeing Company (BA) | 0.5 | $7.5M | 34k | 219.94 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $7.2M | 29k | 245.78 | |
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.5 | $7.1M | 197k | 35.84 | |
Walgreen Boots Alliance (WBA) | 0.4 | $6.7M | 143k | 47.05 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $6.6M | 118k | 55.93 | |
Procter & Gamble Company (PG) | 0.4 | $6.5M | 47k | 139.81 | |
Ishares Tr Mbs Etf (MBB) | 0.4 | $6.5M | 60k | 108.15 | |
Texas Instruments Incorporated (TXN) | 0.4 | $6.5M | 34k | 192.21 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $6.3M | 81k | 78.02 | |
Costco Wholesale Corporation (COST) | 0.4 | $6.1M | 14k | 449.33 | |
salesforce (CRM) | 0.4 | $6.0M | 22k | 271.24 | |
Ishares Tr Global Finls Etf (IXG) | 0.4 | $6.0M | 76k | 78.45 | |
Micron Technology (MU) | 0.4 | $5.9M | 83k | 70.98 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $5.2M | 90k | 58.18 | |
Ishares Tr U.s. Energy Etf (IYE) | 0.3 | $4.4M | 156k | 28.26 | |
Nike CL B (NKE) | 0.3 | $4.2M | 29k | 145.22 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $4.2M | 28k | 149.31 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $4.1M | 12k | 338.24 | |
Pepsi (PEP) | 0.3 | $4.1M | 27k | 150.40 | |
Bank of America Corporation (BAC) | 0.2 | $3.7M | 86k | 42.45 | |
American Express Company (AXP) | 0.2 | $3.6M | 22k | 167.51 | |
Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $3.5M | 48k | 72.77 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $3.4M | 29k | 116.18 | |
Oracle Corporation (ORCL) | 0.2 | $3.3M | 38k | 87.12 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.3M | 29k | 114.82 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $3.3M | 53k | 62.07 | |
Wal-Mart Stores (WMT) | 0.2 | $3.3M | 23k | 139.38 | |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.2 | $3.2M | 116k | 27.75 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.1M | 57k | 54.76 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $3.1M | 114k | 26.86 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.9M | 11k | 272.97 | |
Abbvie (ABBV) | 0.2 | $2.8M | 26k | 107.88 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.8M | 26k | 107.57 | |
Roblox Corp Cl A (RBLX) | 0.2 | $2.8M | 37k | 75.55 | |
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $2.8M | 49k | 56.78 | |
Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.2 | $2.7M | 53k | 51.58 | |
Starbucks Corporation (SBUX) | 0.2 | $2.7M | 25k | 110.30 | |
Roku Com Cl A (ROKU) | 0.2 | $2.7M | 8.5k | 313.35 | |
Fiverr Intl Ord Shs (FVRR) | 0.2 | $2.6M | 14k | 182.65 | |
Travelers Companies (TRV) | 0.2 | $2.6M | 17k | 152.02 | |
Visa Com Cl A (V) | 0.2 | $2.6M | 12k | 222.75 | |
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) | 0.2 | $2.3M | 83k | 27.43 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.2 | $2.3M | 46k | 49.40 | |
Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $2.3M | 32k | 69.83 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $2.1M | 18k | 119.83 | |
Caterpillar (CAT) | 0.1 | $2.0M | 10k | 192.02 | |
General Motors Company (GM) | 0.1 | $1.9M | 36k | 52.72 | |
Activision Blizzard | 0.1 | $1.9M | 24k | 77.41 | |
At&t (T) | 0.1 | $1.8M | 68k | 27.01 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.8M | 16k | 111.67 | |
eBay (EBAY) | 0.1 | $1.8M | 26k | 69.66 | |
FedEx Corporation (FDX) | 0.1 | $1.8M | 8.2k | 219.24 | |
Jefferies Finl Group (JEF) | 0.1 | $1.8M | 48k | 37.14 | |
Pfizer (PFE) | 0.1 | $1.8M | 41k | 43.01 | |
Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | 5.2k | 345.05 | |
Allstate Corporation (ALL) | 0.1 | $1.7M | 13k | 127.32 | |
Hp (HPQ) | 0.1 | $1.7M | 61k | 27.36 | |
Synchrony Financial (SYF) | 0.1 | $1.7M | 34k | 48.88 | |
Verrica Pharmaceuticals (VRCA) | 0.1 | $1.7M | 133k | 12.50 | |
Santander Consumer Usa | 0.1 | $1.6M | 39k | 41.70 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.6M | 12k | 133.04 | |
SLM Corporation (SLM) | 0.1 | $1.6M | 93k | 17.60 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.6M | 43k | 37.52 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | 4.5k | 347.58 | |
J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.1 | $1.6M | 26k | 59.60 | |
Ameriprise Financial (AMP) | 0.1 | $1.5M | 5.8k | 264.15 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | 63k | 24.04 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.5M | 14k | 110.52 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.5M | 10k | 148.06 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.5M | 12k | 127.30 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.4M | 8.9k | 161.68 | |
Biogen Idec (BIIB) | 0.1 | $1.4M | 5.0k | 283.04 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | 6.3k | 222.13 | |
Docusign (DOCU) | 0.1 | $1.4M | 5.3k | 257.44 | |
Lowe's Companies (LOW) | 0.1 | $1.4M | 6.8k | 202.81 | |
Carlisle Companies (CSL) | 0.1 | $1.4M | 6.8k | 198.83 | |
McDonald's Corporation (MCD) | 0.1 | $1.4M | 5.6k | 241.17 | |
Zoom Video Communications In Cl A (ZM) | 0.1 | $1.3M | 5.2k | 261.49 | |
Intellia Therapeutics (NTLA) | 0.1 | $1.3M | 10k | 134.11 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.3M | 7.4k | 179.47 | |
Fortinet (FTNT) | 0.1 | $1.3M | 4.5k | 292.04 | |
Credit Acceptance (CACC) | 0.1 | $1.3M | 2.2k | 585.16 | |
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $1.3M | 15k | 85.38 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 22k | 58.83 | |
Masco Corporation (MAS) | 0.1 | $1.3M | 23k | 55.53 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $1.3M | 62k | 20.54 | |
Teradyne (TER) | 0.1 | $1.3M | 12k | 109.17 | |
Cloudflare Cl A Com (NET) | 0.1 | $1.3M | 11k | 112.68 | |
Etsy (ETSY) | 0.1 | $1.2M | 5.8k | 208.05 | |
MGM Resorts International. (MGM) | 0.1 | $1.2M | 28k | 43.16 | |
Draftkings Com Cl A | 0.1 | $1.2M | 25k | 48.16 | |
Viacomcbs CL B (PARA) | 0.1 | $1.2M | 30k | 39.50 | |
UnitedHealth (UNH) | 0.1 | $1.2M | 3.0k | 390.75 | |
0.1 | $1.1M | 19k | 60.42 | ||
Deere & Company (DE) | 0.1 | $1.1M | 3.4k | 335.00 | |
Okta Cl A (OKTA) | 0.1 | $1.1M | 4.8k | 237.37 | |
Service Corporation International (SCI) | 0.1 | $1.1M | 19k | 60.27 | |
Servicenow (NOW) | 0.1 | $1.1M | 1.8k | 622.45 | |
Vanguard World Fds Industrial Etf (VIS) | 0.1 | $1.1M | 5.9k | 187.92 | |
The Trade Desk Com Cl A (TTD) | 0.1 | $1.1M | 16k | 70.33 | |
Target Corporation (TGT) | 0.1 | $1.1M | 4.7k | 228.83 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | 2.9k | 360.30 | |
Microchip Technology (MCHP) | 0.1 | $1.0M | 6.7k | 153.45 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $999k | 16k | 60.82 | |
Nio Spon Ads (NIO) | 0.1 | $996k | 28k | 35.62 | |
Altria (MO) | 0.1 | $987k | 22k | 45.53 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $981k | 8.9k | 110.01 | |
Greenbox Pos Com New | 0.1 | $974k | 118k | 8.29 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $969k | 1.3k | 744.81 | |
Skyworks Solutions (SWKS) | 0.1 | $928k | 5.6k | 164.74 | |
Morgan Stanley Com New (MS) | 0.1 | $915k | 9.4k | 97.28 | |
Fidelity National Information Services (FIS) | 0.1 | $911k | 7.5k | 121.63 | |
Coupa Software | 0.1 | $886k | 4.0k | 219.09 | |
Voya Financial (VOYA) | 0.1 | $875k | 14k | 61.40 | |
Thermo Fisher Scientific (TMO) | 0.1 | $871k | 1.5k | 571.15 | |
Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $868k | 19k | 44.74 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $855k | 14k | 60.06 | |
Te Connectivity Reg Shs (TEL) | 0.1 | $852k | 6.2k | 137.29 | |
Mosaic (MOS) | 0.1 | $834k | 23k | 35.71 | |
EXACT Sciences Corporation (EXAS) | 0.1 | $832k | 8.7k | 95.47 | |
D.R. Horton (DHI) | 0.1 | $828k | 9.9k | 83.99 | |
Uber Technologies (UBER) | 0.1 | $819k | 18k | 44.82 | |
Twilio Cl A (TWLO) | 0.1 | $807k | 2.5k | 318.97 | |
American Water Works (AWK) | 0.1 | $798k | 4.7k | 168.96 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $796k | 14k | 56.35 | |
Progressive Corporation (PGR) | 0.1 | $790k | 8.7k | 90.40 | |
Public Storage (PSA) | 0.1 | $789k | 2.7k | 297.29 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $783k | 10k | 75.30 | |
Union Pacific Corporation (UNP) | 0.1 | $782k | 4.0k | 195.99 | |
AeroVironment (AVAV) | 0.1 | $781k | 9.0k | 86.34 | |
4068594 Enphase Energy (ENPH) | 0.1 | $776k | 5.2k | 149.92 | |
Quanta Services (PWR) | 0.1 | $770k | 6.8k | 113.80 | |
Sealed Air (SEE) | 0.1 | $764k | 14k | 54.76 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $758k | 17k | 45.37 | |
Eli Lilly & Co. (LLY) | 0.0 | $745k | 3.2k | 231.01 | |
PerkinElmer (RVTY) | 0.0 | $745k | 4.3k | 173.18 | |
Wells Fargo & Company (WFC) | 0.0 | $743k | 16k | 46.44 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $740k | 1.8k | 401.30 | |
Coinbase Global Com Cl A (COIN) | 0.0 | $733k | 3.2k | 227.57 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $715k | 46k | 15.68 | |
Ishares U S Etf Tr Blackrock Short (MEAR) | 0.0 | $711k | 14k | 50.20 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $705k | 14k | 51.22 | |
United Rentals (URI) | 0.0 | $702k | 2.0k | 351.00 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $701k | 6.3k | 112.00 | |
Yandex N V Shs Class A (YNDX) | 0.0 | $700k | 8.8k | 79.72 | |
Zscaler Incorporated (ZS) | 0.0 | $695k | 2.7k | 262.26 | |
Philip Morris International (PM) | 0.0 | $688k | 7.3k | 94.78 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $678k | 11k | 61.72 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $675k | 7.7k | 87.48 | |
Datadog Cl A Com (DDOG) | 0.0 | $671k | 4.7k | 141.35 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $670k | 8.1k | 82.42 | |
General Electric Com New (GE) | 0.0 | $666k | 6.5k | 103.08 | |
West Pharmaceutical Services (WST) | 0.0 | $657k | 1.5k | 424.42 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $650k | 13k | 50.47 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $649k | 7.9k | 81.94 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $646k | 2.9k | 225.32 | |
Atlassian Corp Cl A | 0.0 | $645k | 1.7k | 391.11 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $645k | 1.6k | 394.25 | |
Match Group (MTCH) | 0.0 | $644k | 4.1k | 157.07 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $643k | 7.5k | 86.10 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $642k | 11k | 61.42 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $634k | 20k | 31.23 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $633k | 1.2k | 515.47 | |
Amphenol Corp Cl A (APH) | 0.0 | $633k | 8.6k | 73.20 | |
Take-Two Interactive Software (TTWO) | 0.0 | $621k | 4.0k | 153.98 | |
Plug Power Com New (PLUG) | 0.0 | $610k | 24k | 25.54 | |
Baidu Spon Adr Rep A (BIDU) | 0.0 | $607k | 3.9k | 153.87 | |
Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $605k | 17k | 35.97 | |
Invitae (NVTAQ) | 0.0 | $598k | 21k | 28.45 | |
RadNet (RDNT) | 0.0 | $586k | 20k | 29.30 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $581k | 9.3k | 62.72 | |
MercadoLibre (MELI) | 0.0 | $581k | 346.00 | 1679.19 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.0 | $581k | 22k | 26.60 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $576k | 14k | 42.35 | |
Garmin SHS (GRMN) | 0.0 | $575k | 3.7k | 155.53 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $565k | 6.8k | 82.49 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $564k | 2.1k | 273.92 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $564k | 5.2k | 109.30 | |
Array Technologies Com Shs (ARRY) | 0.0 | $556k | 30k | 18.53 | |
Rh (RH) | 0.0 | $539k | 808.00 | 667.08 | |
3-d Sys Corp Del Com New (DDD) | 0.0 | $518k | 19k | 27.55 | |
Eastern Bankshares (EBC) | 0.0 | $509k | 25k | 20.32 | |
Proto Labs (PRLB) | 0.0 | $506k | 7.6k | 66.60 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $505k | 1.1k | 480.95 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $502k | 3.3k | 149.94 | |
Church & Dwight (CHD) | 0.0 | $494k | 6.0k | 82.58 | |
Marathon Oil Corporation (MRO) | 0.0 | $490k | 36k | 13.66 | |
PPL Corporation (PPL) | 0.0 | $482k | 17k | 27.85 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $479k | 2.8k | 172.67 | |
Old Dominion Freight Line (ODFL) | 0.0 | $477k | 1.7k | 285.97 | |
Lumen Technologies (LUMN) | 0.0 | $473k | 38k | 12.40 | |
Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $470k | 11k | 44.38 | |
Abbott Laboratories (ABT) | 0.0 | $470k | 4.0k | 118.03 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $468k | 4.0k | 116.22 | |
Waste Management (WM) | 0.0 | $457k | 3.1k | 149.40 | |
Zillow Group Cl C Cap Stk (Z) | 0.0 | $456k | 5.2k | 88.06 | |
Teladoc (TDOC) | 0.0 | $451k | 3.6k | 126.78 | |
Pioneer Natural Resources | 0.0 | $448k | 2.7k | 166.36 | |
Kroger (KR) | 0.0 | $444k | 11k | 40.43 | |
L3harris Technologies (LHX) | 0.0 | $441k | 2.0k | 220.39 | |
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $439k | 9.3k | 47.15 | |
Mongodb Cl A (MDB) | 0.0 | $433k | 918.00 | 471.68 | |
Qualtrics Intl Com Cl A | 0.0 | $430k | 10k | 42.69 | |
Lululemon Athletica (LULU) | 0.0 | $425k | 1.1k | 404.76 | |
Raytheon Technologies Corp (RTX) | 0.0 | $422k | 4.9k | 85.96 | |
Wynn Resorts (WYNN) | 0.0 | $417k | 4.9k | 84.76 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $417k | 19k | 21.77 | |
Jd.com Spon Adr Cl A (JD) | 0.0 | $415k | 5.7k | 72.75 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $408k | 12k | 35.55 | |
Anaplan | 0.0 | $408k | 6.7k | 60.84 | |
Fox Corp Cl A Com (FOXA) | 0.0 | $406k | 10k | 40.13 | |
EOG Resources (EOG) | 0.0 | $404k | 5.0k | 80.17 | |
Expeditors International of Washington (EXPD) | 0.0 | $403k | 3.4k | 118.98 | |
Riot Blockchain (RIOT) | 0.0 | $397k | 16k | 25.69 | |
Public Service Enterprise (PEG) | 0.0 | $395k | 6.5k | 60.92 | |
Blink Charging (BLNK) | 0.0 | $393k | 14k | 28.62 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $391k | 5.0k | 78.17 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $389k | 2.5k | 156.41 | |
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.0 | $387k | 13k | 30.60 | |
Zillow Group Cl A (ZG) | 0.0 | $380k | 4.3k | 88.50 | |
Qorvo (QRVO) | 0.0 | $380k | 2.3k | 167.03 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $379k | 3.3k | 114.33 | |
Kraneshares Tr Msci All China (KURE) | 0.0 | $374k | 10k | 37.40 | |
Hershey Company (HSY) | 0.0 | $371k | 2.2k | 169.41 | |
Black Knight | 0.0 | $369k | 5.1k | 72.03 | |
Alliant Energy Corporation (LNT) | 0.0 | $367k | 6.6k | 55.99 | |
Smucker J M Com New (SJM) | 0.0 | $367k | 3.1k | 120.09 | |
Cooper Cos Com New | 0.0 | $362k | 875.00 | 413.71 | |
Dex (DXCM) | 0.0 | $359k | 656.00 | 547.26 | |
Pacific Biosciences of California (PACB) | 0.0 | $358k | 14k | 25.57 | |
Kkr & Co (KKR) | 0.0 | $358k | 5.9k | 60.96 | |
Chipotle Mexican Grill (CMG) | 0.0 | $356k | 196.00 | 1816.33 | |
Extra Space Storage (EXR) | 0.0 | $355k | 2.1k | 168.01 | |
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.0 | $354k | 6.5k | 54.46 | |
Visteon Corp Com New (VC) | 0.0 | $353k | 3.7k | 94.46 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $351k | 6.9k | 50.88 | |
Equitable Holdings (EQH) | 0.0 | $349k | 12k | 29.65 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $349k | 2.4k | 147.01 | |
CarMax (KMX) | 0.0 | $349k | 2.7k | 128.12 | |
People's United Financial | 0.0 | $345k | 20k | 17.49 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $343k | 3.3k | 104.16 | |
Twist Bioscience Corp (TWST) | 0.0 | $341k | 3.2k | 107.03 | |
Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $340k | 21k | 16.55 | |
Vulcan Materials Company (VMC) | 0.0 | $338k | 2.0k | 169.00 | |
Prudential Financial (PRU) | 0.0 | $335k | 3.2k | 105.15 | |
Gilead Sciences (GILD) | 0.0 | $333k | 4.8k | 69.77 | |
Cirrus Logic (CRUS) | 0.0 | $329k | 4.0k | 82.25 | |
Vuzix Corp Com New (VUZI) | 0.0 | $329k | 32k | 10.46 | |
Nasdaq Omx (NDAQ) | 0.0 | $328k | 1.7k | 192.94 | |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $327k | 13k | 24.60 | |
Iron Mountain (IRM) | 0.0 | $325k | 7.5k | 43.43 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $323k | 2.2k | 148.10 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $322k | 20k | 15.99 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $321k | 2.0k | 160.26 | |
ResMed (RMD) | 0.0 | $319k | 1.2k | 263.85 | |
Oneok (OKE) | 0.0 | $319k | 5.5k | 57.91 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $311k | 2.8k | 110.72 | |
Synopsys (SNPS) | 0.0 | $311k | 1.0k | 299.04 | |
Nano Dimension Sponsord Ads New (NNDM) | 0.0 | $308k | 55k | 5.64 | |
Edwards Lifesciences (EW) | 0.0 | $305k | 2.7k | 113.30 | |
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $304k | 12k | 25.12 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $303k | 501.00 | 604.79 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $302k | 3.7k | 81.98 | |
Upstart Hldgs (UPST) | 0.0 | $301k | 952.00 | 316.18 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $297k | 4.8k | 62.53 | |
American Tower Reit (AMT) | 0.0 | $296k | 1.1k | 265.71 | |
Virgin Galactic Holdings Inc virgin galactic holdings | 0.0 | $295k | 12k | 25.31 | |
Nextera Energy (NEE) | 0.0 | $295k | 3.8k | 78.54 | |
Ballard Pwr Sys (BLDP) | 0.0 | $291k | 21k | 14.07 | |
Snowflake Cl A (SNOW) | 0.0 | $287k | 950.00 | 302.11 | |
Iovance Biotherapeutics (IOVA) | 0.0 | $284k | 12k | 24.70 | |
Editas Medicine (EDIT) | 0.0 | $282k | 6.9k | 41.13 | |
Danaher Corporation (DHR) | 0.0 | $282k | 927.00 | 304.21 | |
BlackRock (BLK) | 0.0 | $280k | 334.00 | 838.32 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $278k | 5.5k | 50.67 | |
Fuelcell Energy (FCEL) | 0.0 | $275k | 41k | 6.68 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $274k | 1.4k | 195.71 | |
ConocoPhillips (COP) | 0.0 | $273k | 4.0k | 67.86 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $271k | 750.00 | 361.33 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $267k | 4.2k | 64.11 | |
Crown Castle Intl (CCI) | 0.0 | $264k | 1.5k | 173.57 | |
Uipath Cl A (PATH) | 0.0 | $263k | 5.0k | 52.59 | |
Southern Company (SO) | 0.0 | $261k | 4.2k | 61.89 | |
MetLife (MET) | 0.0 | $261k | 4.2k | 61.78 | |
IDEXX Laboratories (IDXX) | 0.0 | $257k | 414.00 | 620.77 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $256k | 5.6k | 45.65 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $255k | 2.0k | 124.69 | |
Ishares Tr Broad Usd High (USHY) | 0.0 | $252k | 6.1k | 41.52 | |
Franklin Resources (BEN) | 0.0 | $251k | 8.4k | 29.75 | |
Pulte (PHM) | 0.0 | $250k | 5.5k | 45.87 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $250k | 1.7k | 145.35 | |
Inmode SHS (INMD) | 0.0 | $249k | 1.6k | 159.21 | |
Pure Storage Cl A (PSTG) | 0.0 | $245k | 9.7k | 25.17 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $243k | 334.00 | 727.54 | |
Ross Stores (ROST) | 0.0 | $242k | 2.2k | 108.76 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $241k | 821.00 | 293.54 | |
Kinder Morgan (KMI) | 0.0 | $240k | 14k | 16.74 | |
Valero Energy Corporation (VLO) | 0.0 | $240k | 3.4k | 70.55 | |
PNC Financial Services (PNC) | 0.0 | $239k | 1.2k | 195.42 | |
Power & Digital Infra Acq Com Cl A | 0.0 | $237k | 23k | 10.13 | |
Sempra Energy (SRE) | 0.0 | $236k | 1.9k | 126.27 | |
Dell Technologies CL C (DELL) | 0.0 | $235k | 2.3k | 103.98 | |
Silvergate Cap Corp Cl A | 0.0 | $231k | 2.0k | 115.50 | |
Renesola Sponsored Ads (SOL) | 0.0 | $231k | 35k | 6.57 | |
Western Digital (WDC) | 0.0 | $229k | 4.1k | 56.40 | |
Discover Financial Services (DFS) | 0.0 | $227k | 1.8k | 122.77 | |
Abb Sponsored Adr (ABBNY) | 0.0 | $224k | 6.7k | 33.41 | |
Proshares Tr Pshs Ult Nasb (BIB) | 0.0 | $223k | 2.4k | 94.89 | |
TJX Companies (TJX) | 0.0 | $220k | 3.3k | 66.03 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $218k | 4.0k | 53.85 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $218k | 1.9k | 112.02 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $217k | 1.6k | 139.10 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $217k | 1.4k | 153.36 | |
Electronic Arts (EA) | 0.0 | $213k | 1.5k | 142.00 | |
Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $206k | 13k | 15.67 | |
Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.0 | $206k | 17k | 11.95 | |
FirstEnergy (FE) | 0.0 | $206k | 5.8k | 35.60 | |
Aon Shs Cl A (AON) | 0.0 | $206k | 721.00 | 285.71 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $206k | 4.1k | 50.18 | |
United Parcel Service CL B (UPS) | 0.0 | $205k | 1.1k | 181.90 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $205k | 11k | 18.30 | |
Chegg (CHGG) | 0.0 | $204k | 3.0k | 68.00 | |
Ambarella SHS (AMBA) | 0.0 | $204k | 1.3k | 155.96 | |
Ishares Msci World Etf (URTH) | 0.0 | $202k | 1.6k | 126.49 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $200k | 2.0k | 97.85 | |
Glaxosmithkline Sponsored Adr | 0.0 | $200k | 5.2k | 38.24 | |
Northwest Bancshares (NWBI) | 0.0 | $199k | 15k | 13.25 | |
Ford Motor Company (F) | 0.0 | $160k | 11k | 14.21 | |
Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.0 | $154k | 10k | 14.76 | |
Aurora Cannabis | 0.0 | $111k | 16k | 6.90 | |
Proterra | 0.0 | $105k | 11k | 10.00 | |
Hecla Mining Company (HL) | 0.0 | $101k | 18k | 5.51 | |
Proshares Tr Ultrashrt S&p500 | 0.0 | $97k | 11k | 8.81 | |
Sirius Xm Holdings (SIRI) | 0.0 | $96k | 16k | 6.12 | |
Allied Esports Entmt (AGAE) | 0.0 | $89k | 50k | 1.78 | |
Kandi Technolgies | 0.0 | $47k | 11k | 4.48 | |
Evofem Biosciences | 0.0 | $44k | 60k | 0.73 | |
Mind C T I Ord (MNDO) | 0.0 | $43k | 14k | 3.18 | |
Nanovibronix | 0.0 | $32k | 16k | 2.06 | |
Hexo Corp Com New | 0.0 | $18k | 10k | 1.80 |