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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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IVV | iShares Core S&P 500 Etf | - | $513.84 | $25,569,000 | 48,635 | % | 1,647,000 | -1,450 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $58.53 | $12,623,000 | 207,822 | % | 525,000 | 164,171 | 0 | N/A | |
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SCHX | Schwab Strategic Trust | - | $60.63 | $12,151,000 | 195,792 | % | 955,000 | -2,716 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $38.52 | $11,196,000 | 286,929 | % | 550,000 | -1,100 | 0 | N/A | |
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SCHR | Schwab Intermediate-Term U.... | - | $48.29 | $9,985,000 | 203,565 | % | 107,000 | 4,898 | 0 | N/A | |
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SPYD | Spdr S&p 500 High Dividend Etf | - | $40.00 | $7,950,000 | 195,291 | % | 284,000 | -310 | 0 | N/A | |
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NTRA | Natera, Inc. | - | $96.98 | $7,830,000 | 85,611 | % | 2,399,000 | -1,086 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $186.21 | $5,690,000 | 31,543 | % | 946,000 | 320 | 0 | N/A | |
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UBER | Uber Technologies, Inc | - | $69.23 | $5,602,000 | 72,762 | % | 561,000 | -9,105 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $107.13 | $5,555,000 | 50,265 | % | 5,555,000 | 50,265 | 0 | N/A | |
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PCT | Purecycle Technologies, Inc. | - | $0.00 | $5,394,000 | 867,148 | % | 1,838,000 | -10,776 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $887.89 | $5,393,000 | 5,968 | % | 2,744,000 | 620 | 0 | N/A | |
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INTC | Intel Corp | - | $30.90 | $4,966,000 | 112,432 | % | 46,000 | 14,519 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $167.24 | $4,793,000 | 31,759 | % | 303,000 | -387 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $190.51 | $4,600,000 | 22,965 | % | 440,000 | -1,492 | 0 | N/A | |
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VMBS | Vanguard Mortgage-Backed S | - | $44.75 | $4,575,000 | 100,296 | % | 14,000 | 1,922 | 0 | N/A | |
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STZ | Constellation Brands Inc | - | $256.08 | $4,511,000 | 16,597 | % | 1,063,000 | 2,333 | 0 | N/A | |
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TPR | Tapestry Inc | - | $39.24 | $4,355,000 | 91,721 | % | 717,000 | -7,106 | 0 | N/A | |
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TFI | Spdr Brcly Cap Muni Bond | - | $45.86 | $4,300,000 | 92,518 | % | 122,000 | 3,631 | 0 | N/A | |
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MET | MetLife Inc | - | $70.52 | $4,102,000 | 55,356 | % | 452,000 | 165 | 0 | N/A | |
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WRK | Westrock Co | - | $51.16 | $4,067,000 | 82,252 | % | 782,000 | 3,142 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $59.94 | $4,029,000 | 69,507 | % | 767,000 | 3,231 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $763.91 | $3,970,000 | 4,761 | % | 469,000 | 448 | 0 | N/A | |
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FNF | Fidelity National Financial... | - | $51.52 | $3,936,000 | 74,132 | % | 386,000 | 4,553 | 0 | N/A | |
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MUB | iShares S&P National Munici... | - | $106.67 | $3,839,000 | 35,678 | % | -25,000 | 36 | 0 | N/A | |
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ACN | Accenture Plc | - | $303.71 | $3,800,000 | 10,964 | % | -557,000 | -1,453 | 0 | N/A | |
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ITR | SPDR Series Trust | - | $32.37 | $3,774,000 | 115,439 | % | 94,000 | 3,354 | 0 | N/A | |
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PFFD | Global X Us Preferred Etf | - | $0.00 | $3,772,000 | 187,123 | % | 56,000 | -4,404 | 0 | N/A | |
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PSX | Phillips 66 | - | $143.61 | $3,747,000 | 22,939 | % | 607,000 | -648 | 0 | N/A | |
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RH | Restoration Hardware Holdin... | - | $275.05 | $3,725,000 | 10,697 | % | 1,205,000 | 2,053 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $182.55 | $3,638,000 | 18,052 | % | 564,000 | -2,669 | 0 | N/A | |
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ETN | Eaton Corp | - | $320.50 | $3,628,000 | 11,603 | % | 158,000 | -2,807 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $146.43 | $3,525,000 | 23,713 | % | 356,000 | 3,555 | 0 | N/A | |
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PINS | Pinterest, Inc. | - | $40.41 | $3,430,000 | 98,938 | % | -284,000 | -1,320 | 0 | N/A | |
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AMBA | Ambarella Inc | - | $47.85 | $3,223,000 | 63,473 | % | -715,000 | -782 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $43.63 | $3,177,000 | 76,050 | % | 144,000 | 2,262 | 0 | N/A | |
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NET | Cloudflare, Inc. | - | $0.00 | $3,128,000 | 32,309 | % | -963,000 | -16,829 | 0 | N/A | |
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LYB | LyondellBasell Industries N.V. | - | $99.12 | $3,058,000 | 29,901 | % | 44,000 | -1,799 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $163.79 | $2,958,000 | 16,246 | % | 313,000 | -824 | 0 | N/A | |
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VYM | Vanguard High Dividend Yiel... | - | $117.13 | $2,901,000 | 23,979 | % | 96,000 | -1,147 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $105.90 | $2,871,000 | 25,259 | % | 278,000 | 1,706 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $451.96 | $2,841,000 | 5,850 | % | 343,000 | -1,206 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $2,698,000 | 20,449 | % | 155,000 | -2,874 | 0 | N/A | |
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SCHH | Schwab Us Reit | - | $19.19 | $2,656,000 | 130,841 | % | 96,000 | 7,216 | 0 | N/A | |
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PFE | Pfizer Inc | - | $27.81 | $2,652,000 | 95,583 | % | 180,000 | 9,735 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $92.57 | $2,617,000 | 27,719 | % | 100,000 | -2,302 | 0 | N/A | |
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USHY | Ishares Broad Usd High Yiel... | - | $0.00 | $2,594,000 | 70,903 | % | 36,000 | 522 | 0 | N/A | |
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CIU | iShares Barclays Intermedia... | - | $50.82 | $2,592,000 | 50,224 | % | 29,000 | 939 | 0 | N/A | |
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HDEF | Dbx Trackers Msci Eafe High... | - | $24.77 | $2,591,000 | 105,021 | % | 26,000 | 1,100 | 0 | N/A | |
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MP | Mp Materials Ord Shs Class A | - | $15.41 | $2,582,000 | 180,526 | % | 714,000 | 86,445 | 0 | N/A | |
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CTSH | Cognizant Technology Soluti... | - | $66.25 | $2,551,000 | 34,805 | % | 337,000 | 5,491 | 0 | N/A | |
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OKTA | Okta, Inc. | - | $96.55 | $2,544,000 | 24,313 | % | 314,000 | -318 | 0 | N/A | |
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MRVL | Marvell Technology, Inc. | - | $68.51 | $2,543,000 | 35,879 | % | 363,000 | -272 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $492.45 | $2,535,000 | 5,124 | % | 220,000 | 728 | 0 | N/A | |
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MTCH | Match Group, Inc. | - | $107.05 | $2,497,000 | 68,833 | % | 1,214,000 | 33,684 | 0 | N/A | |
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SNOW | Snowflake Inc. | - | $159.32 | $2,449,000 | 15,153 | % | -605,000 | -194 | 0 | N/A | |
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GLW | Corning Inc | - | $33.72 | $2,415,000 | 73,256 | % | 267,000 | 2,698 | 0 | N/A | |
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DUK | Duke Energy Corp | - | $100.26 | $2,404,000 | 24,859 | % | 186,000 | 2,005 | 0 | N/A | |
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SCHM | Schwab U.S. Mid-Cap Etf | - | $78.03 | $2,385,000 | 29,293 | % | 701,000 | 6,930 | 0 | N/A | |
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TWLO | Twilio Inc | - | $61.89 | $2,378,000 | 38,882 | % | -612,000 | -531 | 0 | N/A | |
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ED | Consolidated Edison Inc | - | $95.56 | $2,372,000 | 26,125 | % | 165,000 | 1,861 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $136.09 | $2,365,000 | 18,282 | % | 83,000 | -500 | 0 | N/A | |
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MELI | Mercadolibre Inc | New | $1,630.56 | $2,354,000 | 1,557 | % | 2,354,000 | 1,557 | 0 | N/A | |
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GPC | Genuine Parts Co | - | $157.41 | $2,250,000 | 14,520 | % | 69,000 | -1,229 | 0 | N/A | |
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LAMR | Lamar Advertising Co | - | $115.08 | $2,236,000 | 18,722 | % | 3,000 | -2,288 | 0 | N/A | |
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AMT | American Tower Corp | - | $181.74 | $2,189,000 | 11,076 | % | -138,000 | 297 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $69.89 | $2,159,000 | 30,840 | % | -86,000 | -152 | 0 | N/A | |
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SHOP | Shopify Inc | - | $74.46 | $2,071,000 | 26,841 | % | -47,000 | -347 | 0 | N/A | |
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SQ | Square Inc | - | $69.47 | $2,068,000 | 24,452 | % | 1,166,000 | 12,796 | 0 | N/A | |
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DPZ | Dominos Pizza Inc | New | $514.33 | $1,964,000 | 3,953 | % | 1,964,000 | 3,953 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $47.36 | $1,918,000 | 38,944 | % | 454,000 | 7,945 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $38.69 | $1,829,000 | 42,194 | % | 16,000 | 857 | 0 | N/A | |
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VRTX | Vertex Pharmaceuticals Inc | - | $401.08 | $1,817,000 | 4,346 | % | 26,000 | -56 | 0 | N/A | |
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DIS | Walt Disney Co | New | $113.66 | $1,807,000 | 14,767 | % | 1,807,000 | 14,767 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $47.12 | $1,739,000 | 34,849 | % | -47,000 | -505 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $204.09 | $1,543,000 | 7,482 | % | 315,000 | -95 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $716.65 | $1,533,000 | 2,011 | % | -502,000 | -869 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $406.66 | $1,430,000 | 3,398 | % | 580,000 | 1,137 | 0 | N/A | |
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IXUS | Ishares Core Msci Total Int... | - | $67.90 | $1,415,000 | 20,846 | % | 61,000 | 0 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $1,333,000 | 3,341 | % | 192,000 | -42 | 0 | N/A | |
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WDAY | Workday, Inc. | - | $255.78 | $1,269,000 | 4,651 | % | -31,000 | -58 | 0 | N/A | |
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VYMI | Vanguard International High... | - | $0.00 | $1,257,000 | 18,265 | % | 21,000 | -317 | 0 | N/A | |
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TEAM | Atlassian Corporation Plc | - | $183.52 | $1,222,000 | 6,265 | % | -288,000 | -84 | 0 | N/A | |
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CIEN | Ciena Corp | - | $47.77 | $1,069,000 | 21,612 | % | 84,000 | -272 | 0 | N/A | |
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SMH | Vaneck Vectors Semiconducto... | - | $208.63 | $1,062,000 | 4,718 | % | 439,000 | 1,157 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $400.87 | $1,046,000 | 2,487 | % | 729,000 | 1,599 | 0 | N/A | |
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AAPL | Apple Inc | - | $183.38 | $1,043,000 | 6,082 | % | 358,000 | 2,524 | 0 | N/A | |
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XYL | Xylem Inc. | New | $137.21 | $958,000 | 7,414 | % | 958,000 | 7,414 | 0 | N/A | |
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GH | Guardant Health, Inc. | - | $0.00 | $937,000 | 45,411 | % | -307,000 | -560 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $77.97 | $918,000 | 11,385 | % | 49,000 | -26 | 0 | N/A | |
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VGIT | Vanguard Intermediate -Ter | - | $57.66 | $914,000 | 15,605 | % | 57,000 | 1,157 | 0 | N/A | |
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NFLX | Netflix Inc | - | $579.34 | $883,000 | 1,454 | % | -371,000 | -1,122 | 0 | N/A | |
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ANET | Arista Networks, Inc. | - | $274.40 | $854,000 | 2,945 | % | 151,000 | -42 | 0 | N/A | |
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VC | Visteon Corp | - | $112.19 | $845,000 | 7,182 | % | -63,000 | -91 | 0 | N/A | |
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MBB | iShares Barclays MBS Bond | - | $90.67 | $758,000 | 8,202 | % | 22,000 | 379 | 0 | N/A | |
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MLPA | Global X Mlp | - | $48.07 | $732,000 | 15,186 | % | 49,000 | -240 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $81.30 | $675,000 | 7,807 | % | -24,000 | -104 | 0 | N/A | |
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SCHE | Schwab Emerging Markets Equ... | - | $26.35 | $563,000 | 22,304 | % | -6,000 | -634 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | - | $243.92 | $548,000 | 2,040 | % | 126,000 | 429 | 0 | N/A | |
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HZO | Marinemax Inc | New | $25.81 | $471,000 | 14,150 | % | 471,000 | 14,150 | 0 | N/A |
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