MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $162,507 (100.0% shares, 0.0% debt)

Holdings (331)

NEE NEXTERA ENERGY INC 8.8%
Value ($000) $14,225 Shares 51,250 Est. Cost $26.02 Unrealized +131.7%
MSFT MICROSOFT CORP 7.2%
Value ($000) $11,708 Shares 55,663 Est. Cost $84.97 Unrealized +136.3%
UNH UNITEDHEALTH GROUP INC 6.6%
Value ($000) $10,765 Shares 34,528 Est. Cost $77.62 Unrealized +262.3%
VEEV VEEVA SYS INC 5.2%
Value ($000) $8,513 Shares 30,275 Est. Cost $55.71 Unrealized +373.1%
PEP PEPSICO INC 4.8%
Value ($000) $7,726 Shares 55,743 Est. Cost $59.97 Unrealized +92.1%
AAPL APPLE INC 4.1%
Value ($000) $6,637 Shares 57,312 Est. Cost $88.47 Unrealized +19.8%
HRL HORMEL FOODS CORP 4.0%
Value ($000) $6,468 Shares 132,302 Est. Cost $25.94 Unrealized +66.0%
ABT ABBOTT LABS 3.9%
Value ($000) $6,268 Shares 57,590 Est. Cost $42.05 Unrealized +119.6%
JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $5,923 Shares 39,784 Est. Cost $77.27 Unrealized +64.4%
T AT&T INC 2.8%
Value ($000) $4,596 Shares 161,217 Est. Cost $14.02 Unrealized +10.9%
TSLA TESLA INC 1.9%
Value ($000) $3,130 Shares 7,297 Est. Cost $87.64 Unrealized +34.7%
SJM SMUCKER J M CO 1.8%
Value ($000) $2,852 Shares 24,692 Est. Cost $71.87 Unrealized +30.0%
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $2,756 Shares 13,987 Est. Cost $40.93 Unrealized +359.1%
VRTX VERTEX PHARMACEUTICALS INC 1.6%
Value ($000) $2,633 Shares 9,677 Est. Cost $150.54 Unrealized +83.3%
MDLZ MONDELEZ INTL INC 1.6%
Value ($000) $2,599 Shares 45,243 Est. Cost $29.18 Unrealized +66.4%
AWK AMERICAN WTR WKS CO INC NEW 1.6%
Value ($000) $2,534 Shares 17,490 Est. Cost $50.96 Unrealized +150.9%
PFE PFIZER INC 1.5%
Value ($000) $2,428 Shares 66,147 Est. Cost $22.87 Unrealized +18.5%
ABBV ABBVIE INC 1.5%
Value ($000) $2,382 Shares 27,200 Est. Cost $42.13 Unrealized +81.1%
V VISA INC 1.3%
Value ($000) $2,121 Shares 10,606 Est. Cost $92.29 Unrealized +108.3%
STZ CONSTELLATION BRANDS INC 1.2%
Value ($000) $1,891 Shares 9,980 Est. Cost $107.88 Unrealized +54.8%
AEP AMERICAN ELEC PWR CO INC 1.1%
Value ($000) $1,831 Shares 22,403 Est. Cost $61.61 Unrealized +10.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $1,824 Shares 8,566 Est. Cost $129.71 Unrealized +57.7%
KO COCA COLA CO 1.1%
Value ($000) $1,742 Shares 35,294 Est. Cost $31.64 Unrealized +28.9%
HON HONEYWELL INTL INC 1.0%
Value ($000) $1,687 Shares 10,246 Est. Cost $90.86 Unrealized +46.6%
WMT WALMART INC 1.0%
Value ($000) $1,600 Shares 11,438 Est. Cost $37.30 Unrealized +10.7%
HD HOME DEPOT INC 1.0%
Value ($000) $1,557 Shares 5,605 Est. Cost $112.34 Unrealized +111.5%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,489 Shares 3,885 Est. Cost $174.60 Unrealized +88.4%
GLW CORNING INC 0.9%
Value ($000) $1,489 Shares 45,956 Est. Cost $25.95 Unrealized +2.7%
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $1,439 Shares 10,397 Est. Cost $97.34 Unrealized +34.6%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $1,306 Shares 7,688 Est. Cost $180.55 Unrealized -12.9%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,282 Shares 9,224 Est. Cost $77.38 Unrealized +50.4%
CLX CLOROX CO DEL 0.7%
Value ($000) $1,198 Shares 5,700 Est. Cost $74.20 Unrealized +154.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,189 Shares 19,992 Est. Cost $27.94 Unrealized +52.4%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $1,154 Shares 6,925 Est. Cost $109.57 Unrealized +7.1%
MRK MERCK & CO. INC 0.6%
Value ($000) $961 Shares 11,590 Est. Cost $62.46 Unrealized +5.5%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $953 Shares 2,685 Est. Cost $144.76 Unrealized +113.5%
ERIC ERICSSON 0.6%
Value ($000) $910 Shares 83,600 Est. Cost $10.14 Unrealized
TKR TIMKEN CO 0.5%
Value ($000) $853 Shares 15,738 Est. Cost $41.15 Unrealized +25.4%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $847 Shares 6,583 Est. Cost $94.04 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $815 Shares 13,961 Est. Cost $55.61 Unrealized -5.8%
TTC TORO CO 0.5%
Value ($000) $814 Shares 9,693 Est. Cost $39.50 Unrealized +89.5%
COOPER COS INC 0.5%
Value ($000) $786 Shares 2,331 Est. Cost $145.65 Unrealized
NOK NOKIA CORP 0.4%
Value ($000) $714 Shares 182,500 Est. Cost $3.91 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $667 Shares 1,991 Est. Cost $258.53 Unrealized
NEO NEOGENOMICS INC 0.4%
Value ($000) $660 Shares 17,900 Est. Cost $20.51 Unrealized +81.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $636 Shares 8,242 Est. Cost $50.05 Unrealized +34.5%
MDT MEDTRONIC PLC 0.4%
Value ($000) $605 Shares 5,822 Est. Cost $80.22 Unrealized +7.5%
NVS NOVARTIS AG 0.4%
Value ($000) $574 Shares 6,596 Est. Cost $86.65 Unrealized
CSX CSX CORP 0.4%
Value ($000) $571 Shares 7,350 Est. Cost $8.60 Unrealized +166.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $531 Shares 4,283 Est. Cost $101.79 Unrealized +20.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $506 Shares 10,947 Est. Cost $26.96 Unrealized +39.5%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $505 Shares 3,535 Est. Cost $57.83 Unrealized +102.0%
MMM 3M CO 0.3%
Value ($000) $503 Shares 3,138 Est. Cost $86.56 Unrealized +27.5%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $476 Shares 2,180 Est. Cost $108.18 Unrealized +76.4%
DHR DANAHER CORPORATION 0.3%
Value ($000) $471 Shares 2,187 Est. Cost $68.52 Unrealized +153.5%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $463 Shares 3,134 Est. Cost $80.69 Unrealized +53.0%
HEI HEICO CORP NEW 0.3%
Value ($000) $454 Shares 4,340 Est. Cost $58.98 Unrealized +75.2%
REMX VANECK VECTORS ETF TR 0.3%
Value ($000) $430 Shares 11,400 Est. Cost $37.72 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $424 Shares 7,825 Est. Cost $42.78 Unrealized +1.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $400 Shares 127 Est. Cost $55.53 Unrealized +183.9%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $396 Shares 4,475 Est. Cost $52.46 Unrealized +27.2%
KWR QUAKER CHEM CORP 0.2%
Value ($000) $395 Shares 2,200 Est. Cost $103.51 Unrealized +85.5%
DT DYNATRACE INC 0.2%
Value ($000) $384 Shares 9,350 Est. Cost $28.52 Unrealized +43.5%
CERNER CORP 0.2%
Value ($000) $376 Shares 5,200 Est. Cost $57.20 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $365 Shares 675 Est. Cost $5.06 Unrealized +129.3%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $350 Shares 9,485 Est. Cost $27.12 Unrealized +30.9%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $349 Shares 6,750 Est. Cost $39.30 Unrealized +12.0%
DDOG DATADOG INC 0.2%
Value ($000) $337 Shares 3,300 Est. Cost $40.07 Unrealized +117.2%
BX BLACKSTONE GROUP INC 0.2%
Value ($000) $329 Shares 6,300 Est. Cost $39.22 Unrealized +13.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $328 Shares 1,495 Est. Cost $122.77 Unrealized +47.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $313 Shares 925 Est. Cost $155.87 Unrealized +102.5%
SILK RD MED INC 0.2%
Value ($000) $309 Shares 4,600 Est. Cost $40.63 Unrealized
WPC WP CAREY INC 0.2%
Value ($000) $284 Shares 4,361 Est. Cost $61.14 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $282 Shares 192 Est. Cost $56.94 Unrealized +33.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $275 Shares 2,001 Est. Cost $116.51 Unrealized +0.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $273 Shares 4,300 Est. Cost $45.18 Unrealized +11.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $272 Shares 4,950 Est. Cost $31.67 Unrealized +39.2%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $265 Shares 3,400 Est. Cost $43.62 Unrealized +39.3%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $250 Shares 2,315 Est. Cost $90.15 Unrealized +13.7%
FISV FISERV INC 0.2%
Value ($000) $245 Shares 2,376 Est. Cost $58.64 Unrealized +69.9%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $241 Shares 2,100 Est. Cost $38.81 Unrealized +172.2%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $206 Shares 2,200 Est. Cost $44.68 Unrealized +90.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $204 Shares 1,800 Est. Cost $82.08 Unrealized +23.5%
FAS DIREXION SHS ETF TR 0.1%
Value ($000) $203 Shares 6,000 Est. Cost $43.73 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $198 Shares 6,600 Est. Cost $32.74 Unrealized -3.9%
ENS ENERSYS 0.1%
Value ($000) $195 Shares 2,900 Est. Cost $62.40 Unrealized +4.8%
LOW LOWES COS INC 0.1%
Value ($000) $193 Shares 1,162 Est. Cost $66.20 Unrealized +111.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $192 Shares 1,300 Est. Cost $143.90 Unrealized +1.3%
NGVT INGEVITY CORP 0.1%
Value ($000) $190 Shares 3,850 Est. Cost $49.91 Unrealized +13.1%
ZTO ZTO EXPRESS CAYMAN INC 0.1%
Value ($000) $189 Shares 6,304 Est. Cost $30.24 Unrealized
AVA AVISTA CORP 0.1%
Value ($000) $188 Shares 5,500 Est. Cost $19.99 Unrealized +41.0%
EBAY EBAY INC. 0.1%
Value ($000) $188 Shares 3,600 Est. Cost $21.08 Unrealized +138.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $185 Shares 4,700 Est. Cost $36.09 Unrealized +2.7%
INTC INTEL CORP 0.1%
Value ($000) $176 Shares 3,400 Est. Cost $32.98 Unrealized +41.1%
VCYT VERACYTE INC 0.1%
Value ($000) $174 Shares 5,350 Est. Cost $30.83 Unrealized +3.1%
SHOP SHOPIFY INC 0.1%
Value ($000) $174 Shares 170 Est. Cost $24.41 Unrealized +307.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $173 Shares 1,015 Est. Cost $104.26 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $173 Shares 376 Est. Cost $13.91 Unrealized +118.4%
FUTU FUTU HLDGS LTD 0.1%
Value ($000) $172 Shares 6,000 Est. Cost $28.67 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $169 Shares 3,600 Est. Cost $25.84 Unrealized +82.8%
DEO DIAGEO PLC 0.1%
Value ($000) $165 Shares 1,200 Est. Cost $126.64 Unrealized
CDXS CODEXIS INC 0.1%
Value ($000) $164 Shares 14,000 Est. Cost $12.46 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $159 Shares 2,900 Est. Cost $54.83 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $158 Shares 2,626 Est. Cost $44.64 Unrealized +8.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $154 Shares 4,479 Est. Cost $57.45 Unrealized -43.7%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $146 Shares 310 Est. Cost $141.47 Unrealized +126.0%
TGT TARGET CORP 0.1%
Value ($000) $146 Shares 925 Est. Cost $115.89 Unrealized +2.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $144 Shares 520 Est. Cost $175.28 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $139 Shares 650 Est. Cost $77.36 Unrealized +132.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $139 Shares 1,440 Est. Cost $91.93 Unrealized -7.1%
SR SPIRE INC 0.1%
Value ($000) $133 Shares 2,500 Est. Cost $70.80 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $130 Shares 1,510 Est. Cost $66.28 Unrealized +6.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $124 Shares 2,162 Est. Cost $54.61 Unrealized -1.7%
GPC GENUINE PARTS CO 0.1%
Value ($000) $124 Shares 1,300 Est. Cost $63.79 Unrealized +25.5%
GMAB GENMAB A/S 0.1%
Value ($000) $124 Shares 3,400 Est. Cost $33.91 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $104 Shares 1,667 Est. Cost $47.48 Unrealized +18.9%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $104 Shares 1,475 Est. Cost $50.04 Unrealized -3.9%
UNP UNION PAC CORP 0.1%
Value ($000) $102 Shares 520 Est. Cost $100.68 Unrealized +63.7%
DUNKIN BRANDS GROUP INC 0.1%
Value ($000) $98 Shares 1,200 Est. Cost $44.36 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $95 Shares 361 Est. Cost $99.59 Unrealized +157.1%
RITE AID CORP 0.1%
Value ($000) $95 Shares 9,961 Est. Cost $8.01 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $88 Shares 750 Est. Cost $85.10 Unrealized +11.8%
BA BOEING CO 0.1%
Value ($000) $87 Shares 526 Est. Cost $210.34 Unrealized -19.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $87 Shares 500 Est. Cost $127.78 Unrealized +27.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $84 Shares 150 Est. Cost $410.21 Unrealized +47.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $82 Shares 630 Est. Cost $88.08 Unrealized +50.5%
ISHARES GOLD TRUST 0.0%
Value ($000) $81 Shares 4,500 Est. Cost $15.67 Unrealized
ALC ALCON AG 0.0%
Value ($000) $80 Shares 1,398 Est. Cost $56.67 Unrealized +2.3%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $78 Shares 250 Est. Cost $125.45 Unrealized +128.2%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $77 Shares 955 Est. Cost $77.28 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $74 Shares 2,552 Est. Cost $24.85 Unrealized +6.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $69 Shares 47 Est. Cost $46.46 Unrealized +62.8%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $69 Shares 800 Est. Cost $32.57 Unrealized +89.3%
ZTS ZOETIS INC 0.0%
Value ($000) $69 Shares 420 Est. Cost $104.75 Unrealized +40.0%
GNW GENWORTH FINL INC 0.0%
Value ($000) $66 Shares 15,090 Est. Cost $16.05 Unrealized -83.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $46.50 Unrealized +26.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $63 Shares 650 Est. Cost $43.06 Unrealized +81.4%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $62 Shares 200 Est. Cost $250.00 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $61 Shares 270 Est. Cost $111.11 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $61 Shares 1,030 Est. Cost $42.27 Unrealized
BIOTELEMETRY INC 0.0%
Value ($000) $59 Shares 1,300 Est. Cost $51.97 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $58 Shares 1,905 Est. Cost $17.13 Unrealized +53.9%
EOG EOG RES INC 0.0%
Value ($000) $50 Shares 1,400 Est. Cost $70.74 Unrealized -50.7%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $50 Shares 4,844 Est. Cost $16.62 Unrealized
MET METLIFE INC 0.0%
Value ($000) $48 Shares 1,300 Est. Cost $31.21 Unrealized +2.6%
C CITIGROUP INC 0.0%
Value ($000) $47 Shares 1,090 Est. Cost $50.04 Unrealized -18.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $46 Shares 850 Est. Cost $47.06 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $46 Shares 239 Est. Cost $111.59 Unrealized +49.9%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $44 Shares 350 Est. Cost $99.34 Unrealized +19.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $44 Shares 182 Est. Cost $85.03 Unrealized +154.9%
SDY SPDR SER TR 0.0%
Value ($000) $44 Shares 475 Est. Cost $77.14 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $19.00 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $42 Shares 361 Est. Cost $109.94 Unrealized +5.3%
FTV FORTIVE CORP 0.0%
Value ($000) $42 Shares 550 Est. Cost $31.86 Unrealized +39.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $41 Shares 504 Est. Cost $19.84 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $40 Shares 550 Est. Cost $73.44 Unrealized -9.4%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $39 Shares 1,100 Est. Cost $30.28 Unrealized +5.2%
ROKU ROKU INC 0.0%
Value ($000) $38 Shares 200 Est. Cost $57.27 Unrealized +176.1%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $20.01 Unrealized +65.2%
DUFF & PHELPS UTIL CORP BD T 0.0%
Value ($000) $37 Shares 3,971 Est. Cost $10.32 Unrealized
BNTX BIONTECH SE 0.0%
Value ($000) $35 Shares 500 Est. Cost $70.00 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $34 Shares 900 Est. Cost $39.92 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $34 Shares 800 Est. Cost $22.98 Unrealized +64.7%
DVA DAVITA INC 0.0%
Value ($000) $34 Shares 400 Est. Cost $67.03 Unrealized +27.5%
XYZ SQUARE INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $141.19 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $129.22 Unrealized +4.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $32 Shares 231 Est. Cost $63.14 Unrealized +98.0%
XILINX INC 0.0%
Value ($000) $31 Shares 300 Est. Cost $71.94 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $30 Shares 480 Est. Cost $41.87 Unrealized +31.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $29 Shares 100 Est. Cost $197.21 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $29 Shares 360 Est. Cost $40.42 Unrealized +86.1%
AX AXOS FINANCIAL INC 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $38.41 Unrealized -40.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $28 Shares 334 Est. Cost $44.68 Unrealized +56.3%
APTIV PLC 0.0%
Value ($000) $28 Shares 300 Est. Cost $76.67 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $27 Shares 1,100 Est. Cost $21.84 Unrealized +6.9%
EVRG EVERGY INC 0.0%
Value ($000) $27 Shares 538 Est. Cost $40.03 Unrealized +12.6%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 459 Est. Cost $49.59 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $160.56 Unrealized +53.5%
CMS CMS ENERGY CORP 0.0%
Value ($000) $25 Shares 400 Est. Cost $19.34 Unrealized +169.2%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $25 Shares 500 Est. Cost $18.25 Unrealized +162.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $25 Shares 50 Est. Cost $248.71 Unrealized +87.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $24 Shares 1,730 Est. Cost $21.97 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $68.14 Unrealized -5.3%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 425 Est. Cost $51.32 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $22 Shares 75 Est. Cost $99.34 Unrealized +153.4%
DOW DOW INC 0.0%
Value ($000) $22 Shares 463 Est. Cost $36.37 Unrealized -7.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $150.00 Unrealized
MSB MESABI TR 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $23.00 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $25.30 Unrealized +70.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $20 Shares 50 Est. Cost $262.24 Unrealized +41.0%
O REALTY INCOME CORP 0.0%
Value ($000) $20 Shares 330 Est. Cost $26.57 Unrealized +69.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $19 Shares 100 Est. Cost $120.00 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 300 Est. Cost $52.52 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $18 Shares 180 Est. Cost $71.65 Unrealized +20.3%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $98.17 Unrealized -4.1%
SYY SYSCO CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $49.89 Unrealized +1.1%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $155.50 Unrealized
KEY KEYCORP 0.0%
Value ($000) $17 Shares 1,400 Est. Cost $8.72 Unrealized +7.6%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $17 Shares 650 Est. Cost $23.85 Unrealized
PHILLIPS 66 PARTNERS LP 0.0%
Value ($000) $16 Shares 700 Est. Cost $41.43 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $16 Shares 2,237 Est. Cost $11.30 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $16 Shares 300 Est. Cost $58.48 Unrealized -16.1%
DVY ISHARES TR 0.0%
Value ($000) $16 Shares 200 Est. Cost $74.55 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $16 Shares 58 Est. Cost $278.24 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $16 Shares 34 Est. Cost $54.38 Unrealized +64.2%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $16 Shares 348 Est. Cost $45.07 Unrealized +3.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $15 Shares 463 Est. Cost $27.24 Unrealized -22.6%
IWM ISHARES TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $140.00 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $15 Shares 80 Est. Cost $161.86 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $73.63 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $14 Shares 50 Est. Cost $170.38 Unrealized
PPL PPL CORP 0.0%
Value ($000) $14 Shares 500 Est. Cost $22.26 Unrealized -2.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $13 Shares 205 Est. Cost $42.81 Unrealized +21.7%
AMGN AMGEN INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $127.52 Unrealized +64.3%
APHRIA INC 0.0%
Value ($000) $13 Shares 3,000 Est. Cost $5.33 Unrealized
DAVA ENDAVA PLC 0.0%
Value ($000) $13 Shares 200 Est. Cost $37.50 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $11.11 Unrealized
CREE INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $55.00 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $13 Shares 1,325 Est. Cost $11.15 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $12 Shares 50 Est. Cost $159.90 Unrealized +61.5%
ORCL ORACLE CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $48.99 Unrealized +7.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $12 Shares 100 Est. Cost $103.52 Unrealized -9.3%
HDV ISHARES TR 0.0%
Value ($000) $12 Shares 150 Est. Cost $73.33 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $12 Shares 120 Est. Cost $77.97 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $12 Shares 200 Est. Cost $55.44 Unrealized -16.6%
EXC EXELON CORP 0.0%
Value ($000) $11 Shares 300 Est. Cost $13.80 Unrealized +58.8%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $42.79 Unrealized -15.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $11 Shares 280 Est. Cost $42.37 Unrealized -9.0%
DIEBOLD NXDF INC 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $40.00 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $11 Shares 1,385 Est. Cost $18.77 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.62 Unrealized +23.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $207.56 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $10 Shares 400 Est. Cost $36.95 Unrealized -46.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $10 Shares 300 Est. Cost $35.50 Unrealized -12.2%
ARISTA NETWORKS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $61.51 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $10 Shares 100 Est. Cost $60.09 Unrealized
MTUS TIMKENSTEEL CORP 0.0%
Value ($000) $10 Shares 2,756 Est. Cost $45.14 Unrealized -91.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $259.94 Unrealized +56.7%
DISH NETWORK CORPORATION 0.0%
Value ($000) $9 Shares 300 Est. Cost $62.50 Unrealized
ZYXIQ ZYNEX INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.74 Unrealized +0.8%
ALEC ALECTOR INC 0.0%
Value ($000) $9 Shares 900 Est. Cost $18.05 Unrealized -10.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $28.61 Unrealized -2.3%
SPLUNK INC 0.0%
Value ($000) $8 Shares 42 Est. Cost $76.52 Unrealized
TWO HBRS INVT CORP 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $16.57 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $8 Shares 700 Est. Cost $8.62 Unrealized -5.4%
QDF FLEXSHARES TR 0.0%
Value ($000) $8 Shares 175 Est. Cost $34.29 Unrealized
GDL FUND 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $8 Shares 33 Est. Cost $35.39 Unrealized +17.5%
RGNX REGENXBIO INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $47.76 Unrealized -31.7%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $7 Shares 50 Est. Cost $106.19 Unrealized +19.4%
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $16.26 Unrealized +70.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 75 Est. Cost $93.33 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $7 Shares 200 Est. Cost $41.13 Unrealized -29.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.13 Unrealized +0.2%
CC CHEMOURS CO 0.0%
Value ($000) $7 Shares 323 Est. Cost $8.33 Unrealized +90.7%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $52.37 Unrealized +100.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $6 Shares 27 Est. Cost $174.88 Unrealized +28.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $11.14 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $6 Shares 31 Est. Cost $97.58 Unrealized +87.3%
WELL WELLTOWER INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.94 Unrealized -21.1%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $6 Shares 82 Est. Cost $51.61 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $15.00 Unrealized
YAMANA GOLD INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $3.90 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $255.33 Unrealized +50.0%
COKE COCA COLA CONS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $23.72 Unrealized +0.8%
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $12.61 Unrealized +68.6%
CANOPY GROWTH CORP 0.0%
Value ($000) $5 Shares 350 Est. Cost $41.12 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $5 Shares 800 Est. Cost $25.00 Unrealized
FLEXION THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $18.97 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $5 Shares 1,141 Est. Cost $12.27 Unrealized
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.00 Unrealized
ALKS ALKERMES PLC 0.0%
Value ($000) $5 Shares 300 Est. Cost $39.68 Unrealized -54.2%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.44 Unrealized 0.0%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $5 Shares 409 Est. Cost $12.49 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $263.72 Unrealized -5.2%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 65 Est. Cost $61.54 Unrealized
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $29.05 Unrealized -58.6%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $87.44 Unrealized -24.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $4 Shares 17 Est. Cost $202.05 Unrealized +33.2%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $4 Shares 95 Est. Cost $49.24 Unrealized -19.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $4 Shares 34 Est. Cost $93.73 Unrealized +11.7%
SHM SPDR SER TR 0.0%
Value ($000) $4 Shares 84 Est. Cost $47.62 Unrealized
VFC V F CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $58.95 Unrealized +9.6%
HYMB SPDR SER TR 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 59 Est. Cost $33.89 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $90.91 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $3 Shares 50 Est. Cost $80.00 Unrealized
NG NOVAGOLD RES INC 0.0%
Value ($000) $3 Shares 249 Est. Cost $3.41 Unrealized +186.3%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.57 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.38 Unrealized
REET ISHARES TR 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.40 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $55.48 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $2 Shares 16 Est. Cost $111.19 Unrealized
ORBCOMM INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $59.71 Unrealized -26.3%
OUTFRONT MEDIA INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $26.67 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $3.83 Unrealized +139.1%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $2 Shares 84 Est. Cost $23.81 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $2 Shares 11 Est. Cost $117.11 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.82 Unrealized -31.8%
FIRST TR ENERGY INFRASTRCTR 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
BRAINSTORM CELL THERAPEUTICS 0.0%
Value ($000) $2 Shares 100 Est. Cost Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $40.00 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $1 Shares 11 Est. Cost $45.93 Unrealized +105.9%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 97 Est. Cost $7.81 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $1 Shares 70 Est. Cost $18.85 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
CEL-SCI CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 9 Est. Cost $69.17 Unrealized -10.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.17 Unrealized 0.0%
INTF ISHARES TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $35.33 Unrealized -25.1%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.60 Unrealized +5.4%
DBV TECHNOLOGIES S A 0.0%
Value ($000) $1 Shares 300 Est. Cost $10.77 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $24.16 Unrealized +18.3%
UNILEVER N V 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.60 Unrealized
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.57 Unrealized +246.1%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -61.7%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $26.45 Unrealized -56.9%
DNOW NOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -77.1%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $51.87 Unrealized -66.4%
PERSPECTA INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.19 Unrealized -7.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $52.41 Unrealized -44.6%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $4.51 Unrealized +144.4%