TrinityPoint Wealth as of Dec. 31, 2021
Portfolio Holdings for TrinityPoint Wealth
TrinityPoint Wealth holds 304 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) | 6.0 | $34M | 190k | 177.57 | |
Amazon (AMZN) | 3.9 | $22M | 6.6k | 3334.19 | |
Alphabet Cap Stk Cl C (GOOG) | 3.8 | $21M | 7.3k | 2893.46 | |
Microsoft Corporation (MSFT) | 3.4 | $19M | 57k | 336.31 | |
Paypal Holdings (PYPL) | 3.3 | $18M | 98k | 188.58 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.7 | $15M | 134k | 113.01 | |
CVS Caremark Corporation (CVS) | 2.2 | $12M | 119k | 103.16 | |
Listed Fd Tr Horizon Kinetics (INFL) | 2.2 | $12M | 393k | 31.21 | |
Select Sector Spdr Tr Technology (XLK) | 1.7 | $9.8M | 57k | 173.87 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $8.4M | 138k | 61.28 | |
Abiomed | 1.4 | $8.1M | 23k | 359.16 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $8.1M | 100k | 80.83 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $7.9M | 2.7k | 2897.41 | |
Abbvie (ABBV) | 1.2 | $6.8M | 50k | 135.41 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $6.7M | 73k | 92.76 | |
United Parcel Service CL B (UPS) | 1.2 | $6.7M | 31k | 214.35 | |
Johnson & Johnson (JNJ) | 1.2 | $6.7M | 39k | 171.06 | |
Honeywell International (HON) | 1.2 | $6.6M | 32k | 208.50 | |
Home Depot (HD) | 1.1 | $6.0M | 15k | 415.03 | |
Etf Ser Solutions Netlease Corp (NETL) | 1.0 | $5.8M | 184k | 31.76 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $5.6M | 40k | 140.89 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 1.0 | $5.4M | 346k | 15.60 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $5.3M | 33k | 158.36 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.9 | $5.0M | 25k | 204.43 | |
Select Sector Spdr Tr Financial (XLF) | 0.9 | $5.0M | 129k | 39.05 | |
Select Sector Spdr Tr Communication (XLC) | 0.9 | $4.8M | 62k | 77.69 | |
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.9 | $4.8M | 62k | 78.01 | |
Micron Technology (MU) | 0.8 | $4.8M | 51k | 93.14 | |
Qualcomm (QCOM) | 0.8 | $4.5M | 25k | 182.86 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $4.5M | 43k | 105.80 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $4.4M | 71k | 62.89 | |
Capital One Financial (COF) | 0.8 | $4.4M | 30k | 145.10 | |
Merck & Co (MRK) | 0.8 | $4.3M | 56k | 76.65 | |
Ishares Gold Tr Ishares New (IAU) | 0.8 | $4.3M | 122k | 34.81 | |
Ishares Tr Core Div Grwth (DGRO) | 0.7 | $4.1M | 74k | 55.58 | |
FedEx Corporation (FDX) | 0.7 | $4.1M | 16k | 258.61 | |
UnitedHealth (UNH) | 0.7 | $3.9M | 7.7k | 502.20 | |
Pfizer (PFE) | 0.7 | $3.8M | 65k | 59.06 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 0.7 | $3.8M | 271k | 14.06 | |
Triton Intl Cl A | 0.7 | $3.7M | 62k | 60.23 | |
Bank of America Corporation (BAC) | 0.7 | $3.7M | 83k | 44.49 | |
NVIDIA Corporation (NVDA) | 0.6 | $3.6M | 12k | 294.07 | |
Ishares Tr Core Msci Euro (IEUR) | 0.6 | $3.6M | 62k | 58.16 | |
Jacobs Engineering | 0.6 | $3.6M | 26k | 139.23 | |
Blackstone Group Inc Com Cl A (BX) | 0.6 | $3.5M | 27k | 129.39 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.6 | $3.4M | 110k | 30.97 | |
Meta Platforms Cl A (META) | 0.6 | $3.4M | 10k | 336.32 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $3.4M | 39k | 85.54 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.6 | $3.3M | 30k | 111.97 | |
Coca-Cola Company (KO) | 0.6 | $3.3M | 56k | 59.20 | |
Mastercard Incorporated Cl A (MA) | 0.6 | $3.2M | 9.0k | 359.28 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $3.1M | 44k | 70.86 | |
Ally Financial (ALLY) | 0.5 | $2.9M | 60k | 47.61 | |
Ishares Tr Dow Jones Us Etf (IYY) | 0.5 | $2.8M | 24k | 117.83 | |
American Express Company (AXP) | 0.5 | $2.7M | 17k | 163.63 | |
Chevron Corporation (CVX) | 0.4 | $2.5M | 22k | 117.35 | |
Abbott Laboratories (ABT) | 0.4 | $2.4M | 17k | 140.76 | |
Nextera Energy (NEE) | 0.4 | $2.4M | 26k | 93.36 | |
Medtronic SHS (MDT) | 0.4 | $2.4M | 23k | 103.44 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.4M | 5.0k | 474.87 | |
Exxon Mobil Corporation (XOM) | 0.4 | $2.3M | 37k | 61.19 | |
Lowe's Companies (LOW) | 0.4 | $2.2M | 8.6k | 258.50 | |
TJX Companies (TJX) | 0.4 | $2.2M | 29k | 75.91 | |
Anthem (ELV) | 0.4 | $2.2M | 4.8k | 463.61 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.2M | 8.6k | 254.83 | |
salesforce (CRM) | 0.4 | $2.1M | 8.2k | 254.12 | |
Raytheon Technologies Corp (RTX) | 0.4 | $2.0M | 24k | 86.04 | |
Philip Morris International (PM) | 0.4 | $2.0M | 21k | 94.98 | |
Visa Com Cl A (V) | 0.4 | $2.0M | 9.1k | 216.72 | |
Zions Bancorporation (ZION) | 0.3 | $1.9M | 30k | 63.15 | |
Verizon Communications (VZ) | 0.3 | $1.9M | 36k | 51.96 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $1.8M | 36k | 50.33 | |
Azek Cl A (AZEK) | 0.3 | $1.8M | 38k | 46.23 | |
Trane Technologies SHS (TT) | 0.3 | $1.8M | 8.7k | 202.02 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.8M | 5.9k | 299.05 | |
Tesla Motors (TSLA) | 0.3 | $1.8M | 1.7k | 1057.16 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.3 | $1.7M | 30k | 56.15 | |
Automatic Data Processing (ADP) | 0.3 | $1.7M | 6.7k | 246.54 | |
Ishares Tr Us Industrials (IYJ) | 0.3 | $1.6M | 14k | 112.72 | |
Cheniere Energy Com New (LNG) | 0.3 | $1.6M | 16k | 101.39 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.3 | $1.6M | 8.2k | 193.02 | |
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.3 | $1.6M | 17k | 95.70 | |
Novo-nordisk A S Adr (NVO) | 0.3 | $1.6M | 14k | 111.99 | |
Broadcom (AVGO) | 0.3 | $1.6M | 2.4k | 665.25 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $1.5M | 12k | 128.65 | |
Union Pacific Corporation (UNP) | 0.3 | $1.5M | 5.8k | 251.87 | |
Blackrock Muniyield Insured Fund (MYI) | 0.3 | $1.4M | 97k | 14.82 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.4M | 12k | 120.28 | |
Marsh & McLennan Companies (MMC) | 0.2 | $1.4M | 8.0k | 173.89 | |
Gxo Logistics Incorporated Common Stock (GXO) | 0.2 | $1.3M | 15k | 90.86 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $1.3M | 11k | 116.30 | |
Amgen (AMGN) | 0.2 | $1.3M | 5.8k | 224.88 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.3M | 7.5k | 170.91 | |
McDonald's Corporation (MCD) | 0.2 | $1.3M | 4.8k | 268.15 | |
Quanta Services (PWR) | 0.2 | $1.3M | 11k | 114.69 | |
Lumentum Hldgs (LITE) | 0.2 | $1.3M | 12k | 105.76 | |
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.2 | $1.3M | 49k | 25.92 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.3M | 3.0k | 414.58 | |
Eaton Corp SHS (ETN) | 0.2 | $1.3M | 7.3k | 172.80 | |
Goldman Sachs (GS) | 0.2 | $1.2M | 3.3k | 382.53 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 2.2k | 567.52 | |
Walt Disney Company (DIS) | 0.2 | $1.2M | 8.0k | 154.95 | |
Proshares Tr Invt Int Rt Hg (IGHG) | 0.2 | $1.2M | 16k | 74.37 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $1.2M | 24k | 50.87 | |
Kla Corp Com New (KLAC) | 0.2 | $1.2M | 2.8k | 430.07 | |
Applied Materials (AMAT) | 0.2 | $1.2M | 7.5k | 157.35 | |
Carlisle Companies (CSL) | 0.2 | $1.2M | 4.7k | 248.13 | |
Spdr Ser Tr S&p Semicndctr (XSD) | 0.2 | $1.1M | 4.6k | 243.17 | |
First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.2 | $1.1M | 25k | 45.10 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.1M | 9.4k | 114.77 | |
Sanofi Sponsored Adr (SNY) | 0.2 | $1.1M | 21k | 50.08 | |
Wells Fargo & Company (WFC) | 0.2 | $1.1M | 22k | 47.97 | |
Republic Services (RSG) | 0.2 | $1.0M | 7.4k | 139.46 | |
Cisco Systems (CSCO) | 0.2 | $1.0M | 16k | 63.36 | |
American Tower Reit (AMT) | 0.2 | $1.0M | 3.5k | 292.51 | |
Select Sector Spdr Tr Energy (XLE) | 0.2 | $961k | 17k | 55.48 | |
Oshkosh Corporation (OSK) | 0.2 | $953k | 8.5k | 112.66 | |
Southern Company (SO) | 0.2 | $953k | 14k | 68.60 | |
Levi Strauss & Co Cl A Com Stk (LEVI) | 0.2 | $930k | 37k | 25.02 | |
Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $929k | 5.0k | 184.84 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $926k | 19k | 49.16 | |
PNC Financial Services (PNC) | 0.2 | $920k | 4.6k | 200.52 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $894k | 3.7k | 241.49 | |
Newmont Mining Corporation (NEM) | 0.2 | $889k | 14k | 62.05 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $876k | 2.2k | 397.82 | |
Illinois Tool Works (ITW) | 0.2 | $866k | 3.5k | 246.72 | |
Tractor Supply Company (TSCO) | 0.2 | $858k | 3.6k | 238.60 | |
Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.2 | $850k | 6.1k | 140.26 | |
Eagle Materials (EXP) | 0.1 | $829k | 5.0k | 166.43 | |
Intuit (INTU) | 0.1 | $814k | 1.3k | 642.97 | |
Cohen & Steers infrastucture Fund (UTF) | 0.1 | $806k | 28k | 28.49 | |
Amyris Com New | 0.1 | $801k | 148k | 5.41 | |
Texas Instruments Incorporated (TXN) | 0.1 | $770k | 4.1k | 188.49 | |
Procter & Gamble Company (PG) | 0.1 | $766k | 4.7k | 163.54 | |
Intel Corporation (INTC) | 0.1 | $761k | 15k | 51.51 | |
Carrier Global Corporation (CARR) | 0.1 | $745k | 14k | 54.24 | |
Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $733k | 19k | 39.36 | |
Jefferies Finl Group (JEF) | 0.1 | $729k | 19k | 38.81 | |
Steris Shs Usd (STE) | 0.1 | $727k | 3.0k | 243.31 | |
S&p Global (SPGI) | 0.1 | $722k | 1.5k | 471.90 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $711k | 5.0k | 142.89 | |
Nike CL B (NKE) | 0.1 | $710k | 4.3k | 166.55 | |
Dow (DOW) | 0.1 | $710k | 13k | 56.68 | |
Consolidated Edison (ED) | 0.1 | $709k | 8.3k | 85.33 | |
Becton, Dickinson and (BDX) | 0.1 | $677k | 2.7k | 251.30 | |
Sherwin-Williams Company (SHW) | 0.1 | $671k | 1.9k | 352.23 | |
Dollar General (DG) | 0.1 | $666k | 2.8k | 235.92 | |
At&t (T) | 0.1 | $654k | 27k | 24.61 | |
Fastenal Company (FAST) | 0.1 | $649k | 10k | 64.09 | |
Amphenol Corp Cl A (APH) | 0.1 | $645k | 7.4k | 87.41 | |
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.1 | $643k | 29k | 22.39 | |
Atmos Energy Corporation (ATO) | 0.1 | $640k | 6.1k | 104.83 | |
Blackrock Muniyield Quality Fund (MQY) | 0.1 | $627k | 39k | 16.14 | |
Broadridge Financial Solutions (BR) | 0.1 | $623k | 3.4k | 182.75 | |
Spdr Ser Tr Comp Software (XSW) | 0.1 | $610k | 3.7k | 165.36 | |
Watsco, Incorporated (WSO) | 0.1 | $610k | 2.0k | 312.66 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $608k | 1.1k | 567.16 | |
Citigroup Com New (C) | 0.1 | $606k | 10k | 60.35 | |
Public Service Enterprise (PEG) | 0.1 | $602k | 9.0k | 66.77 | |
Stryker Corporation (SYK) | 0.1 | $592k | 2.2k | 267.39 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $590k | 4.1k | 145.54 | |
Teradyne (TER) | 0.1 | $586k | 3.6k | 163.60 | |
L3harris Technologies (LHX) | 0.1 | $586k | 2.7k | 213.25 | |
Novartis Sponsored Adr (NVS) | 0.1 | $584k | 6.7k | 87.50 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $583k | 3.4k | 169.58 | |
Trex Company (TREX) | 0.1 | $581k | 4.3k | 134.99 | |
Genco Shipping & Trading SHS (GNK) | 0.1 | $581k | 36k | 16.00 | |
Essential Utils (WTRG) | 0.1 | $578k | 11k | 53.68 | |
Xcel Energy (XEL) | 0.1 | $573k | 8.5k | 67.72 | |
Monolithic Power Systems (MPWR) | 0.1 | $571k | 1.2k | 493.52 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $571k | 32k | 17.93 | |
Duke Energy Corp Com New (DUK) | 0.1 | $567k | 5.4k | 104.86 | |
Ford Motor Company (F) | 0.1 | $564k | 27k | 20.76 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $563k | 11k | 53.85 | |
Nasdaq Omx (NDAQ) | 0.1 | $551k | 2.6k | 209.90 | |
Danaher Corporation (DHR) | 0.1 | $550k | 1.7k | 329.14 | |
Equinix (EQIX) | 0.1 | $548k | 648.00 | 845.68 | |
Air Products & Chemicals (APD) | 0.1 | $545k | 1.8k | 304.13 | |
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $541k | 1.7k | 320.69 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $539k | 3.3k | 162.64 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $538k | 676.00 | 795.86 | |
Globant S A (GLOB) | 0.1 | $537k | 1.7k | 313.85 | |
Southern Copper Corporation (SCCO) | 0.1 | $537k | 8.7k | 61.72 | |
T. Rowe Price (TROW) | 0.1 | $524k | 2.7k | 196.62 | |
Altria (MO) | 0.1 | $519k | 11k | 47.37 | |
Glacier Ban (GBCI) | 0.1 | $499k | 8.8k | 56.66 | |
Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $499k | 6.0k | 82.86 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $488k | 1.4k | 359.62 | |
Snap-on Incorporated (SNA) | 0.1 | $487k | 2.3k | 215.58 | |
Lockheed Martin Corporation (LMT) | 0.1 | $474k | 1.3k | 355.32 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $473k | 3.1k | 152.68 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $470k | 5.6k | 83.60 | |
Casey's General Stores (CASY) | 0.1 | $469k | 2.4k | 197.39 | |
Digital Realty Trust (DLR) | 0.1 | $469k | 2.7k | 176.71 | |
Mccormick & Co Com Non Vtg (MKC) | 0.1 | $467k | 4.8k | 96.69 | |
Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.1 | $466k | 19k | 24.82 | |
Welltower Inc Com reit (WELL) | 0.1 | $460k | 5.4k | 85.80 | |
International Business Machines (IBM) | 0.1 | $456k | 3.4k | 133.61 | |
Aptar (ATR) | 0.1 | $454k | 3.7k | 122.41 | |
Ishares Msci Emrg Chn (EMXC) | 0.1 | $453k | 7.5k | 60.68 | |
Wec Energy Group (WEC) | 0.1 | $453k | 4.7k | 97.17 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $444k | 1.6k | 282.80 | |
Confluent Class A Com (CFLT) | 0.1 | $436k | 5.7k | 76.29 | |
Pepsi (PEP) | 0.1 | $433k | 2.5k | 173.55 | |
Jack Henry & Associates (JKHY) | 0.1 | $432k | 2.6k | 166.86 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $430k | 1.4k | 305.40 | |
Ipsidy Com New | 0.1 | $430k | 31k | 14.02 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $424k | 1.9k | 225.89 | |
Pimco Municipal Income Fund III (PMX) | 0.1 | $422k | 33k | 12.74 | |
Clorox Company (CLX) | 0.1 | $416k | 2.4k | 174.28 | |
Netflix (NFLX) | 0.1 | $411k | 683.00 | 601.76 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $402k | 878.00 | 457.86 | |
HEICO Corporation (HEI) | 0.1 | $395k | 2.7k | 144.06 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $387k | 5.9k | 65.89 | |
Caterpillar (CAT) | 0.1 | $386k | 1.9k | 206.64 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $384k | 1.7k | 226.02 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $373k | 7.5k | 49.48 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $371k | 3.6k | 102.74 | |
Proshares Tr Ultra Fncls New (UYG) | 0.1 | $371k | 5.5k | 67.65 | |
Wisdomtree Tr Floatng Rat Trea | 0.1 | $370k | 15k | 25.08 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $369k | 713.00 | 517.53 | |
Mettler-Toledo International (MTD) | 0.1 | $362k | 213.00 | 1699.53 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $359k | 2.1k | 171.77 | |
Thermo Fisher Scientific (TMO) | 0.1 | $357k | 535.00 | 667.29 | |
Kkr & Co (KKR) | 0.1 | $356k | 4.8k | 74.40 | |
Shockwave Med | 0.1 | $356k | 2.0k | 178.09 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $354k | 2.7k | 129.20 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $354k | 3.1k | 112.95 | |
Gilead Sciences (GILD) | 0.1 | $349k | 4.8k | 72.57 | |
Dupont De Nemours (DD) | 0.1 | $349k | 4.3k | 80.73 | |
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $347k | 3.4k | 100.90 | |
Oracle Corporation (ORCL) | 0.1 | $347k | 4.0k | 87.27 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $342k | 717.00 | 476.99 | |
Pimco Municipal Income Fund (PMF) | 0.1 | $340k | 22k | 15.21 | |
W.R. Berkley Corporation (WRB) | 0.1 | $337k | 4.1k | 82.36 | |
Block Cl A (SQ) | 0.1 | $334k | 2.1k | 161.43 | |
Truist Financial Corp equities (TFC) | 0.1 | $334k | 5.7k | 58.58 | |
Fortinet (FTNT) | 0.1 | $331k | 921.00 | 359.39 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $330k | 1.5k | 222.67 | |
Eli Lilly & Co. (LLY) | 0.1 | $329k | 1.2k | 275.78 | |
Fidelity National Information Services (FIS) | 0.1 | $329k | 3.0k | 109.30 | |
Carter's (CRI) | 0.1 | $327k | 3.2k | 101.33 | |
Norfolk Southern (NSC) | 0.1 | $326k | 1.1k | 297.45 | |
General Dynamics Corporation (GD) | 0.1 | $323k | 1.5k | 208.66 | |
Emerson Electric (EMR) | 0.1 | $319k | 3.4k | 93.00 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $316k | 2.6k | 122.53 | |
V.F. Corporation (VFC) | 0.1 | $315k | 4.3k | 73.15 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $313k | 3.1k | 102.52 | |
Qorvo (QRVO) | 0.1 | $308k | 2.0k | 156.42 | |
Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $308k | 2.5k | 122.22 | |
Nucor Corporation (NUE) | 0.1 | $306k | 2.7k | 114.14 | |
Invesco Exchange Traded Fd T Dynmc Media (GGME) | 0.1 | $305k | 6.0k | 50.82 | |
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $297k | 1.1k | 265.89 | |
Motorola Solutions Com New (MSI) | 0.1 | $297k | 1.1k | 271.73 | |
Thomson Reuters Corp. Com New | 0.1 | $294k | 2.5k | 119.66 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $287k | 658.00 | 436.17 | |
Expedia Group Com New (EXPE) | 0.1 | $287k | 1.6k | 180.50 | |
CSX Corporation (CSX) | 0.1 | $284k | 7.6k | 37.55 | |
Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $278k | 2.5k | 110.10 | |
Airbnb Com Cl A (ABNB) | 0.0 | $275k | 1.6k | 166.77 | |
Qualys (QLYS) | 0.0 | $271k | 2.0k | 137.01 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.0 | $271k | 13k | 21.42 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $270k | 2.9k | 94.50 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $268k | 2.3k | 114.43 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $266k | 732.00 | 363.39 | |
Waste Management (WM) | 0.0 | $264k | 1.6k | 166.67 | |
Sirius Xm Holdings | 0.0 | $262k | 41k | 6.35 | |
Starbucks Corporation (SBUX) | 0.0 | $259k | 2.2k | 116.93 | |
Iron Mountain (IRM) | 0.0 | $258k | 4.9k | 52.25 | |
Enbridge (ENB) | 0.0 | $256k | 6.6k | 39.05 | |
Rockwell Automation (ROK) | 0.0 | $252k | 721.00 | 349.51 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $250k | 833.00 | 300.12 | |
Ptc (PTC) | 0.0 | $243k | 2.0k | 121.02 | |
Peak (DOC) | 0.0 | $242k | 6.7k | 36.10 | |
Skyworks Solutions (SWKS) | 0.0 | $242k | 1.6k | 155.13 | |
Datadog Cl A Com (DDOG) | 0.0 | $240k | 1.3k | 178.44 | |
Vanguard World Mega Cap Index (MGC) | 0.0 | $240k | 1.4k | 167.71 | |
People's United Financial | 0.0 | $240k | 14k | 17.83 | |
Arista Networks (ANET) | 0.0 | $238k | 1.7k | 143.89 | |
Pegasystems (PEGA) | 0.0 | $236k | 2.1k | 111.85 | |
ConocoPhillips (COP) | 0.0 | $234k | 3.2k | 72.16 | |
Graniteshares Gold Tr Shs Ben Int (BAR) | 0.0 | $231k | 13k | 18.16 | |
Kkr Real Estate Finance Trust (KREF) | 0.0 | $230k | 11k | 20.87 | |
PPL Corporation (PPL) | 0.0 | $228k | 7.6k | 30.11 | |
National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $226k | 3.3k | 69.13 | |
Centene Corporation (CNC) | 0.0 | $225k | 2.7k | 82.24 | |
Ishares Msci Brazil Etf (EWZ) | 0.0 | $222k | 7.9k | 28.13 | |
Ishares Tr Msci Usa Value (VLUE) | 0.0 | $222k | 2.0k | 109.63 | |
Bk Nova Cad (BNS) | 0.0 | $219k | 3.1k | 71.66 | |
Morgan Stanley Com New (MS) | 0.0 | $218k | 2.2k | 98.02 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $216k | 674.00 | 320.47 | |
Iqvia Holdings (IQV) | 0.0 | $214k | 758.00 | 282.32 | |
Bristol Myers Squibb (BMY) | 0.0 | $211k | 3.4k | 62.41 | |
Royce Value Trust (RVT) | 0.0 | $210k | 11k | 19.64 | |
Phillips 66 (PSX) | 0.0 | $204k | 2.8k | 72.55 | |
Crane | 0.0 | $203k | 2.0k | 101.86 | |
PerkinElmer (RVTY) | 0.0 | $203k | 1.0k | 200.79 | |
Msci (MSCI) | 0.0 | $202k | 329.00 | 613.98 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $200k | 1.7k | 114.94 | |
Nuveen Mun High Income Opp F (NMZ) | 0.0 | $181k | 12k | 15.08 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $176k | 12k | 15.01 | |
Lucira Health | 0.0 | $95k | 11k | 8.64 | |
American Well Corp Cl A | 0.0 | $62k | 10k | 6.05 | |
Ampio Pharmaceuticals | 0.0 | $15k | 26k | 0.58 |