CIK: 0000701516 · Show all filings
Period: Q2 2023 (← Previous) (Next →)
Filing Date: Jul 31, 2023
Total Value ($000): $631,881 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 425,726 | $82,578 | 13.1% | $91.73 | +87.6% | COM | 037833100 |
| MGK | VANGUARD WORLD FD | 193,038 | $45,426 | 7.2% | $171.17 | — | MEGA GRWTH IND | 921910816 |
| MSFT | MICROSOFT CORP | 106,360 | $36,220 | 5.7% | $133.74 | +129.7% | COM | 594918104 |
| AMZN | AMAZON COM INC | 243,494 | $31,742 | 5.0% | $123.56 | -7.6% | COM | 023135106 |
| VOO | VANGUARD INDEX FDS | 69,331 | $28,237 | 4.5% | $369.67 | — | S&P 500 ETF SHS | 922908363 |
| MGV | VANGUARD WORLD FD | 262,233 | $27,209 | 4.3% | $99.53 | — | MEGA CAP VAL ETF | 921910840 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 34,583 | $16,562 | 2.6% | $458.05 | — | UTSER1 S&PDCRP | 78467Y107 |
| IHI | ISHARES TR | 246,167 | $13,899 | 2.2% | $88.71 | — | U.S. MED DVC ETF | 464288810 |
| GOOG | ALPHABET INC | 113,494 | $13,729 | 2.2% | $109.21 | +5.2% | CAP STK CL C | 02079K107 |
| VEU | VANGUARD INTL EQUITY INDEX F | 244,171 | $13,285 | 2.1% | $51.93 | — | ALLWRLD EX US | 922042775 |
| JPM | JPMORGAN CHASE & CO | 89,718 | $13,049 | 2.1% | $95.66 | +35.6% | COM | 46625H100 |
| META | META PLATFORMS INC | 43,163 | $12,387 | 2.0% | $187.33 | +30.8% | CL A | 30303M102 |
| IJR | ISHARES TR | 109,146 | $10,876 | 1.7% | $83.30 | — | CORE S&P SCP ETF | 464287804 |
| CVX | CHEVRON CORP NEW | 67,605 | $10,638 | 1.7% | $84.78 | +69.0% | COM | 166764100 |
| VYM | VANGUARD WHITEHALL FDS | 98,769 | $10,476 | 1.7% | $106.85 | — | HIGH DIV YLD | 921946406 |
| — | LAM RESEARCH CORP | 13,160 | $8,460 | 1.3% | $278.24 | — | COM | 512807108 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 23,707 | $8,084 | 1.3% | $250.32 | +30.4% | CL B NEW | 084670702 |
| CRM | SALESFORCE INC | 37,620 | $7,948 | 1.3% | $171.49 | +17.6% | COM | 79466L302 |
| XBI | SPDR SER TR | 93,538 | $7,782 | 1.2% | $89.10 | — | S&P BIOTECH | 78464A870 |
| V | VISA INC | 26,953 | $6,401 | 1.0% | $171.70 | +30.7% | COM CL A | 92826C839 |
| JNJ | JOHNSON & JOHNSON | 32,590 | $5,394 | 0.9% | $120.79 | +23.3% | COM | 478160104 |
| BAC | BANK AMERICA CORP | 181,582 | $5,210 | 0.8% | $23.00 | +15.8% | COM | 060505104 |
| NVDA | NVIDIA CORPORATION | 12,176 | $5,151 | 0.8% | $19.50 | +70.1% | COM | 67066G104 |
| VWO | VANGUARD INTL EQUITY INDEX F | 122,092 | $4,967 | 0.8% | $48.92 | — | FTSE EMR MKT ETF | 922042858 |
| NOC | NORTHROP GRUMMAN CORP | 10,449 | $4,763 | 0.8% | $307.80 | +40.9% | COM | 666807102 |
| NKE | NIKE INC | 42,377 | $4,677 | 0.7% | $91.66 | +21.5% | CL B | 654106103 |
| DIS | DISNEY WALT CO | 50,063 | $4,470 | 0.7% | $129.83 | -28.7% | COM | 254687106 |
| MCD | MCDONALDS CORP | 14,287 | $4,263 | 0.7% | $166.05 | +64.5% | COM | 580135101 |
| ORCL | ORACLE CORP | 35,138 | $4,185 | 0.7% | $43.77 | +129.4% | COM | 68389X105 |
| PG | PROCTER AND GAMBLE CO | 26,928 | $4,086 | 0.6% | $81.78 | +72.8% | COM | 742718109 |
| ABBV | ABBVIE INC | 29,512 | $3,976 | 0.6% | $64.03 | +108.8% | COM | 00287Y109 |
| IMCB | ISHARES TR | 62,199 | $3,937 | 0.6% | $59.27 | — | MRGSTR MD CP ETF | 464288208 |
| GS | GOLDMAN SACHS GROUP INC | 12,188 | $3,931 | 0.6% | $210.98 | +45.9% | COM | 38141G104 |
| MDLZ | MONDELEZ INTL INC | 53,674 | $3,915 | 0.6% | $40.86 | +67.7% | CL A | 609207105 |
| WMT | WALMART INC | 24,631 | $3,871 | 0.6% | $35.12 | +39.4% | COM | 931142103 |
| JEPI | J P MORGAN EXCHANGE TRADED F | 68,992 | $3,817 | 0.6% | $59.58 | — | EQUITY PREMIUM | 46641Q332 |
| MRK | MERCK & CO INC | 32,884 | $3,794 | 0.6% | $59.14 | +76.7% | COM | 58933Y105 |
| ABT | ABBOTT LABS | 34,505 | $3,762 | 0.6% | $64.71 | +56.8% | COM | 002824100 |
| PM | PHILIP MORRIS INTL INC | 38,011 | $3,711 | 0.6% | $58.13 | +45.3% | COM | 718172109 |
| — | PIMCO DYNAMIC INCOME FD | 193,855 | $3,635 | 0.6% | $19.96 | — | SHS | 72201Y101 |
| BMY | BRISTOL-MYERS SQUIBB CO | 55,268 | $3,534 | 0.6% | $42.33 | +39.2% | COM | 110122108 |
| SBUX | STARBUCKS CORP | 30,705 | $3,042 | 0.5% | $56.11 | +73.3% | COM | 855244109 |
| EMXC | ISHARES INC | 54,368 | $2,826 | 0.4% | $48.27 | — | MSCI EMRG CHN | 46434G764 |
| — | BLACKROCK INC | 4,022 | $2,780 | 0.4% | $692.09 | — | COM | 09247X101 |
| VT | VANGUARD INTL EQUITY INDEX F | 28,311 | $2,746 | 0.4% | $85.77 | — | TT WRLD ST ETF | 922042742 |
| SCHW | SCHWAB CHARLES CORP | 46,276 | $2,623 | 0.4% | $62.04 | -18.7% | COM | 808513105 |
| XOM | EXXON MOBIL CORP | 24,307 | $2,607 | 0.4% | $56.71 | +75.6% | COM | 30231G102 |
| UNH | UNITEDHEALTH GROUP INC | 5,350 | $2,572 | 0.4% | $289.08 | +60.8% | COM | 91324P102 |
| BABA | ALIBABA GROUP HLDG LTD | 30,771 | $2,565 | 0.4% | $194.64 | — | SPONSORED ADS | 01609W102 |
| SPY | SPDR S&P 500 ETF TR | 5,538 | $2,455 | 0.4% | $308.90 | — | TR UNIT | 78462F103 |
| BX | BLACKSTONE INC | 25,960 | $2,414 | 0.4% | $48.90 | +63.9% | COM | 09260D107 |
| SCHC | SCHWAB STRATEGIC TR | 69,452 | $2,345 | 0.4% | $32.09 | — | INTL SCEQT ETF | 808524888 |
| PEP | PEPSICO INC | 12,543 | $2,323 | 0.4% | $100.48 | +69.7% | COM | 713448108 |
| ROBO | EXCHANGE TRADED CONCEPTS TR | 39,029 | $2,286 | 0.4% | $61.39 | — | ROBO GLB ETF | 301505707 |
| IDXX | IDEXX LABS INC | 4,221 | $2,120 | 0.3% | $205.02 | +133.7% | COM | 45168D104 |
| WRB | BERKLEY W R CORP | 35,168 | $2,095 | 0.3% | $25.90 | +41.5% | COM | 084423102 |
| XLV | SELECT SECTOR SPDR TR | 15,748 | $2,090 | 0.3% | $133.77 | — | SBI HEALTHCARE | 81369Y209 |
| CSCO | CISCO SYS INC | 40,057 | $2,073 | 0.3% | $38.29 | +18.8% | COM | 17275R102 |
| XHE | SPDR SER TR | 20,748 | $2,042 | 0.3% | $77.92 | — | HLTH CR EQUIP | 78464A581 |
| TJX | TJX COS INC NEW | 23,833 | $2,021 | 0.3% | $49.61 | +53.5% | COM | 872540109 |
| SNOW | SNOWFLAKE INC | 11,149 | $1,962 | 0.3% | $239.81 | -32.2% | CL A | 833445109 |
| TSLA | TESLA INC | 7,306 | $1,912 | 0.3% | $257.32 | -22.3% | COM | 88160R101 |
| GOOGL | ALPHABET INC | 15,347 | $1,837 | 0.3% | $108.09 | +5.7% | CAP STK CL A | 02079K305 |
| VZ | VERIZON COMMUNICATIONS INC | 48,843 | $1,816 | 0.3% | $39.24 | -20.5% | COM | 92343V104 |
| SMH | VANECK ETF TRUST | 11,489 | $1,749 | 0.3% | $169.32 | — | SEMICONDUCTR ETF | 92189F676 |
| LLY | LILLY ELI & CO | 3,607 | $1,691 | 0.3% | $143.96 | +185.8% | COM | 532457108 |
| MO | ALTRIA GROUP INC | 36,919 | $1,672 | 0.3% | $32.94 | +11.0% | COM | 02209S103 |
| HD | HOME DEPOT INC | 5,295 | $1,645 | 0.3% | $175.71 | +57.3% | COM | 437076102 |
| AGG | ISHARES TR | 16,699 | $1,636 | 0.3% | $99.44 | — | CORE US AGGBD ET | 464287226 |
| IBB | ISHARES TR | 12,855 | $1,632 | 0.3% | $130.50 | — | ISHARES BIOTECH | 464287556 |
| NEE | NEXTERA ENERGY INC | 21,971 | $1,630 | 0.3% | $55.84 | +25.4% | COM | 65339F101 |
| CAC | CAMDEN NATL CORP | 51,888 | $1,607 | 0.3% | $33.12 | -15.2% | COM | 133034108 |
| NOW | SERVICENOW INC | 2,808 | $1,578 | 0.2% | $72.40 | +38.1% | COM | 81762P102 |
| MINT | PIMCO ETF TR | 15,690 | $1,565 | 0.2% | $101.59 | — | ENHAN SHRT MA AC | 72201R833 |
| NUE | NUCOR CORP | 9,436 | $1,547 | 0.2% | $45.79 | +206.3% | COM | 670346105 |
| IXUS | ISHARES TR | 23,491 | $1,471 | 0.2% | $52.72 | — | CORE MSCI TOTAL | 46432F834 |
| RTX | RAYTHEON TECHNOLOGIES CORP | 14,898 | $1,459 | 0.2% | $55.05 | +67.6% | COM | 75513E101 |
| PFE | PFIZER INC | 39,676 | $1,455 | 0.2% | $30.46 | +9.0% | COM | 717081103 |
| BA | BOEING CO | 6,822 | $1,441 | 0.2% | $205.38 | +1.1% | COM | 097023105 |
| STAG | STAG INDL INC | 39,524 | $1,418 | 0.2% | $37.04 | — | COM | 85254J102 |
| PRU | PRUDENTIAL FINL INC | 16,056 | $1,416 | 0.2% | $49.78 | +47.6% | COM | 744320102 |
| ARKG | ARK ETF TR | 41,468 | $1,414 | 0.2% | $75.62 | — | GENOMIC REV ETF | 00214Q302 |
| — | WALGREENS BOOTS ALLIANCE INC | 48,686 | $1,387 | 0.2% | $68.33 | — | COM | 931427108 |
| ADBE | ADOBE SYSTEMS INCORPORATED | 2,720 | $1,330 | 0.2% | $425.29 | -5.3% | COM | 00724F101 |
| SO | SOUTHERN CO | 18,166 | $1,276 | 0.2% | $53.34 | +22.4% | COM | 842587107 |
| KO | COCA COLA CO | 19,738 | $1,189 | 0.2% | $40.93 | +40.1% | COM | 191216100 |
| DE | DEERE & CO | 2,814 | $1,140 | 0.2% | $228.79 | +60.8% | COM | 244199105 |
| PLTR | PALANTIR TECHNOLOGIES INC | 74,193 | $1,137 | 0.2% | $15.33 | -25.9% | CL A | 69608A108 |
| SMMD | ISHARES TR | 19,738 | $1,134 | 0.2% | $60.42 | — | RUSEL 2500 ETF | 46435G268 |
| FDN | FIRST TR EXCHANGE-TRADED FD | 6,955 | $1,134 | 0.2% | $131.79 | — | DJ INTERNT IDX | 33733E302 |
| IBM | INTERNATIONAL BUSINESS MACHS | 8,246 | $1,103 | 0.2% | $98.81 | +19.5% | COM | 459200101 |
| SPAB | SPDR SER TR | 42,645 | $1,082 | 0.2% | $26.19 | — | PORTFOLIO AGRGTE | 78464A649 |
| MDT | MEDTRONIC PLC | 12,184 | $1,073 | 0.2% | $84.42 | -6.0% | SHS | G5960L103 |
| LOW | LOWES COS INC | 4,755 | $1,073 | 0.2% | $104.22 | +89.8% | COM | 548661107 |
| SHOP | SHOPIFY INC | 14,430 | $932 | 0.1% | $39.59 | +42.8% | CL A | 82509L107 |
| BHB | BAR HBR BANKSHARES | 37,135 | $915 | 0.1% | $19.63 | +11.8% | COM | 066849100 |
| NFLX | NETFLIX INC | 1,997 | $880 | 0.1% | $34.38 | +7.1% | COM | 64110L106 |
| EES | WISDOMTREE TR | 19,168 | $859 | 0.1% | $33.29 | — | US SMALLCAP FUND | 97717W562 |
| UBER | UBER TECHNOLOGIES INC | 19,825 | $856 | 0.1% | $38.48 | -3.4% | COM | 90353T100 |
| LMT | LOCKHEED MARTIN CORP | 1,837 | $846 | 0.1% | $316.75 | +36.2% | COM | 539830109 |
| NVS | NOVARTIS AG | 8,083 | $816 | 0.1% | $85.54 | — | SPONSORED ADR | 66987V109 |
| IVV | ISHARES TR | 1,830 | $816 | 0.1% | $308.05 | — | CORE S&P500 ETF | 464287200 |
| FMB | FIRST TR EXCH TRADED FD III | 15,524 | $787 | 0.1% | $53.07 | — | MANAGD MUN ETF | 33739N108 |
| COP | CONOCOPHILLIPS | 7,279 | $754 | 0.1% | $53.02 | +78.2% | COM | 20825C104 |
| ETN | EATON CORP PLC | 3,651 | $734 | 0.1% | $87.51 | +94.7% | SHS | G29183103 |
| QCOM | QUALCOMM INC | 5,637 | $671 | 0.1% | $125.88 | -14.0% | COM | 747525103 |
| CAT | CATERPILLAR INC | 2,708 | $666 | 0.1% | $185.82 | +15.0% | COM | 149123101 |
| QQQ | INVESCO QQQ TR | 1,774 | $655 | 0.1% | $295.75 | — | UNIT SER 1 | 46090E103 |
| CARR | CARRIER GLOBAL CORPORATION | 12,803 | $636 | 0.1% | $15.60 | +172.6% | COM | 14448C104 |
| MET | METLIFE INC | 11,235 | $635 | 0.1% | $56.33 | -9.1% | COM | 59156R108 |
| MA | MASTERCARD INCORPORATED | 1,612 | $634 | 0.1% | $210.90 | +75.4% | CL A | 57636Q104 |
| — | SMART GLOBAL HLDGS INC | 21,792 | $632 | 0.1% | $25.66 | — | SHS | G8232Y101 |
| PKW | INVESCO EXCHANGE TRADED FD T | 6,592 | $590 | 0.1% | $52.66 | — | BUYBACK ACHIEV | 46137V308 |
| CMCSA | COMCAST CORP NEW | 13,752 | $571 | 0.1% | $33.18 | +10.5% | CL A | 20030N101 |
| OTIS | OTIS WORLDWIDE CORP | 6,187 | $551 | 0.1% | $40.97 | +96.8% | COM | 68902V107 |
| — | BARRICK GOLD CORP | 32,404 | $549 | 0.1% | $14.35 | — | COM | 067901108 |
| XLC | SELECT SECTOR SPDR TR | 8,234 | $536 | 0.1% | $50.17 | — | COMMUNICATION | 81369Y852 |
| AMGN | AMGEN INC | 2,387 | $530 | 0.1% | $165.13 | +29.4% | COM | 031162100 |
| GILD | GILEAD SCIENCES INC | 6,851 | $528 | 0.1% | $53.41 | +35.9% | COM | 375558103 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 1 | $518 | 0.1% | $313083.50 | +59.0% | CL A | 084670108 |
| BND | VANGUARD BD INDEX FDS | 7,095 | $516 | 0.1% | $73.57 | — | TOTAL BND MRKT | 921937835 |
| VNLA | JANUS DETROIT STR TR | 10,489 | $501 | 0.1% | $49.92 | — | HENDRSN SHRT ETF | 47103U886 |
| AMD | ADVANCED MICRO DEVICES INC | 4,298 | $490 | 0.1% | $88.72 | +17.2% | COM | 007903107 |
| SOFI | SOFI TECHNOLOGIES INC | 57,492 | $479 | 0.1% | $8.82 | -26.1% | COM | 83406F102 |
| BP | BP PLC | 13,396 | $473 | 0.1% | $36.59 | — | SPONSORED ADR | 055622104 |
| BNDX | VANGUARD CHARLOTTE FDS | 9,496 | $464 | 0.1% | $48.89 | — | TOTAL INT BD ETF | 92203J407 |
| SCHX | SCHWAB STRATEGIC TR | 8,700 | $456 | 0.1% | $56.79 | — | US LRG CAP ETF | 808524201 |
| UNP | UNION PAC CORP | 2,219 | $454 | 0.1% | $134.14 | +39.4% | COM | 907818108 |
| DUK | DUKE ENERGY CORP NEW | 4,849 | $435 | 0.1% | $68.46 | +24.4% | COM NEW | 26441C204 |
| AXP | AMERICAN EXPRESS CO | 2,445 | $426 | 0.1% | $101.78 | +53.5% | COM | 025816109 |
| PSX | PHILLIPS 66 | 4,426 | $422 | 0.1% | $73.29 | +20.8% | COM | 718546104 |
| TMO | THERMO FISHER SCIENTIFIC INC | 798 | $416 | 0.1% | $493.31 | +8.5% | COM | 883556102 |
| XLK | SELECT SECTOR SPDR TR | 2,326 | $404 | 0.1% | $124.45 | — | TECHNOLOGY | 81369Y803 |
| XLF | SELECT SECTOR SPDR TR | 11,829 | $399 | 0.1% | $34.20 | — | FINANCIAL | 81369Y605 |
| TD | TORONTO DOMINION BK ONT | 6,359 | $394 | 0.1% | $57.01 | +5.5% | COM NEW | 891160509 |
| MTB | M & T BK CORP | 3,124 | $387 | 0.1% | $149.08 | -25.8% | COM | 55261F104 |
| INMD | INMODE LTD | 10,308 | $385 | 0.1% | $36.90 | -5.3% | SHS | M5425M103 |
| VLO | VALERO ENERGY CORP | 3,269 | $384 | 0.1% | $40.57 | +164.2% | COM | 91913Y100 |
| HDV | ISHARES TR | 3,775 | $381 | 0.1% | $85.27 | — | CORE HIGH DV ETF | 46429B663 |
| PJP | INVESCO EXCHANGE TRADED FD T | 4,980 | $377 | 0.1% | $63.10 | — | DYNMC PHRMCTLS | 46137V662 |
| VUG | VANGUARD INDEX FDS | 1,327 | $375 | 0.1% | $166.52 | — | GROWTH ETF | 922908736 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,308 | $375 | 0.1% | $132.41 | — | DIV APP ETF | 921908844 |
| VB | VANGUARD INDEX FDS | 1,806 | $359 | 0.1% | $136.14 | — | SMALL CP ETF | 922908751 |
| MGM | MGM RESORTS INTERNATIONAL | 8,077 | $355 | 0.1% | $25.72 | +66.1% | COM | 552953101 |
| UNM | UNUM GROUP | 7,437 | $355 | 0.1% | $29.34 | +48.7% | COM | 91529Y106 |
| AOA | ISHARES TR | 5,323 | $353 | 0.1% | $48.62 | — | AGGRES ALLOC ETF | 464289859 |
| IWS | ISHARES TR | 3,153 | $346 | 0.1% | $81.34 | — | RUS MDCP VAL ETF | 464287473 |
| WY | WEYERHAEUSER CO MTN BE | 10,196 | $342 | 0.1% | $27.83 | 0.0% | COM NEW | 962166104 |
| EFG | ISHARES TR | 3,558 | $339 | 0.1% | $95.19 | — | EAFE GRWTH ETF | 464288885 |
| UCO | PROSHARES TR II | 14,184 | $335 | 0.1% | $53.11 | — | ULTA BLMBG 2017 | 74347Y888 |
| XLE | SELECT SECTOR SPDR TR | 4,047 | $328 | 0.1% | $87.37 | — | ENERGY | 81369Y506 |
| ARKQ | ARK ETF TR | 5,793 | $326 | 0.1% | $94.58 | — | AUTNMUS TECHNLGY | 00214Q203 |
| VTV | VANGUARD INDEX FDS | 2,294 | $326 | 0.1% | $127.78 | — | VALUE ETF | 922908744 |
| MU | MICRON TECHNOLOGY INC | 5,123 | $323 | 0.1% | $51.66 | +22.9% | COM | 595112103 |
| IJS | ISHARES TR | 3,395 | $323 | 0.1% | $109.71 | — | SP SMCP600VL ETF | 464287879 |
| KMB | KIMBERLY-CLARK CORP | 2,316 | $320 | 0.1% | $88.58 | +42.0% | COM | 494368103 |
| LDUR | PIMCO ETF TR | 3,406 | $319 | 0.1% | $94.26 | — | ENHNCD LW DUR AC | 72201R718 |
| ITA | ISHARES TR | 2,733 | $319 | 0.1% | $111.97 | — | US AER DEF ETF | 464288760 |
| CHTR | CHARTER COMMUNICATIONS INC N | 841 | $309 | 0.0% | $313.65 | +8.8% | CL A | 16119P108 |
| COST | COSTCO WHSL CORP NEW | 572 | $308 | 0.0% | $489.62 | -0.5% | COM | 22160K105 |
| DHR | DANAHER CORPORATION | 1,229 | $295 | 0.0% | $221.51 | -5.8% | COM | 235851102 |
| TXN | TEXAS INSTRS INC | 1,601 | $288 | 0.0% | $152.31 | +4.4% | COM | 882508104 |
| NDAQ | NASDAQ INC | 5,772 | $288 | 0.0% | $47.77 | +9.2% | COM | 631103108 |
| F | FORD MTR CO DEL | 18,230 | $276 | 0.0% | $7.90 | +35.3% | COM | 345370860 |
| WFC | WELLS FARGO CO NEW | 6,461 | $276 | 0.0% | $41.45 | -9.2% | COM | 949746101 |
| BRO | BROWN & BROWN INC | 4,000 | $275 | 0.0% | $49.88 | +25.4% | COM | 115236101 |
| CB | CHUBB LIMITED | 1,421 | $274 | 0.0% | $132.36 | +43.4% | COM | H1467J104 |
| NVO | NOVO-NORDISK A S | 1,684 | $273 | 0.0% | $161.85 | — | ADR | 670100205 |
| UPS | UNITED PARCEL SERVICE INC | 1,482 | $266 | 0.0% | $89.95 | +71.8% | CL B | 911312106 |
| GIS | GENERAL MLS INC | 3,455 | $265 | 0.0% | $36.10 | +114.6% | COM | 370334104 |
| CI | THE CIGNA GROUP | 943 | $265 | 0.0% | $197.24 | +25.7% | COM | 125523100 |
| T | AT&T INC | 16,465 | $263 | 0.0% | $14.67 | +0.8% | COM | 00206R102 |
| PGR | PROGRESSIVE CORP | 1,952 | $258 | 0.0% | $98.48 | +24.5% | COM | 743315103 |
| TGT | TARGET CORP | 1,878 | $248 | 0.0% | $134.98 | +0.0% | COM | 87612E106 |
| CRWD | CROWDSTRIKE HLDGS INC | 1,680 | $247 | 0.0% | $118.39 | +17.7% | CL A | 22788C105 |
| STT | STATE STR CORP | 3,371 | $247 | 0.0% | $66.07 | -0.7% | COM | 857477103 |
| VTI | VANGUARD INDEX FDS | 1,097 | $242 | 0.0% | $179.76 | — | TOTAL STK MKT | 922908769 |
| TT | TRANE TECHNOLOGIES PLC | 1,259 | $241 | 0.0% | $159.34 | +8.4% | SHS | G8994E103 |
| RSP | INVESCO EXCHANGE TRADED FD T | 1,609 | $241 | 0.0% | $133.50 | — | S&P500 EQL WGT | 46137V357 |
| AFL | AFLAC INC | 3,388 | $237 | 0.0% | $54.56 | +15.9% | COM | 001055102 |
| PAVE | GLOBAL X FDS | 7,489 | $235 | 0.0% | $28.35 | — | US INFR DEV ETF | 37954Y673 |
| ES | EVERSOURCE ENERGY | 3,307 | $235 | 0.0% | $50.64 | +30.4% | COM | 30040W108 |
| AVGO | BROADCOM INC | 268 | $232 | 0.0% | $68.73 | 0.0% | COM | 11135F101 |
| — | ACTIVISION BLIZZARD INC | 2,709 | $228 | 0.0% | $80.21 | — | COM | 00507V109 |
| LNG | CHENIERE ENERGY INC | 1,482 | $226 | 0.0% | $121.52 | +21.8% | COM NEW | 16411R208 |
| PANW | PALO ALTO NETWORKS INC | 881 | $225 | 0.0% | $104.05 | 0.0% | COM | 697435105 |
| SYY | SYSCO CORP | 3,017 | $224 | 0.0% | $68.58 | -0.1% | COM | 871829107 |
| ACN | ACCENTURE PLC IRELAND | 715 | $221 | 0.0% | $261.61 | +6.9% | SHS CLASS A | G1151C101 |
| SKYY | FIRST TR EXCHANGE TRADED FD | 2,857 | $217 | 0.0% | $63.72 | — | CLOUD COMPUTING | 33734X192 |
| DKNG | DRAFTKINGS INC NEW | 7,968 | $212 | 0.0% | $23.04 | 0.0% | COM CL A | 26142V105 |
| OXY | OCCIDENTAL PETE CORP | 3,594 | $211 | 0.0% | $57.29 | 0.0% | COM | 674599105 |
| XLB | SELECT SECTOR SPDR TR | 2,539 | $210 | 0.0% | $80.65 | — | SBI MATERIALS | 81369Y100 |
| MRNA | MODERNA INC | 1,702 | $207 | 0.0% | $167.07 | -20.2% | COM | 60770K107 |
| WM | WASTE MGMT INC DEL | 1,183 | $205 | 0.0% | $158.75 | 0.0% | COM | 94106L109 |
| VBK | VANGUARD INDEX FDS | 871 | $200 | 0.0% | $229.74 | — | SML CP GRW ETF | 922908595 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 21,542 | $184 | 0.0% | $6.43 | +42.4% | CL A | 98956A105 |