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| Holdings Found : 100 | View All Holdings | Currently Viewing: Increased Positions | 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 | - | $523.39 | $67,303,000 | 131,768 | % | 23,412,000 | 39,875 | 0 | N/A | |
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COWZ | Pacer Us Cash Cows 100 Etf | - | $0.00 | $25,869,000 | 465,682 | % | 4,854,000 | 61,478 | 0 | N/A | |
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AAPL | Apple Inc | - | $183.05 | $15,601,000 | 92,150 | % | -1,990,000 | 781 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $181.14 | $14,444,000 | 81,728 | % | 527,000 | 54 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $205.54 | $12,650,000 | 63,304 | % | 1,875,000 | 7,325 | 0 | N/A | |
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XLF | SPDR Financial Sector | - | $41.83 | $11,702,000 | 286,679 | % | 9,660,000 | 232,377 | 0 | N/A | |
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XLC | Communication Services Sele... | - | $81.79 | $10,114,000 | 126,256 | % | 9,831,000 | 122,368 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $93.83 | $10,003,000 | 104,477 | % | 9,415,000 | 97,462 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $79.30 | $8,704,000 | 112,343 | % | 3,151,000 | 39,404 | 0 | N/A | |
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UAUG | Innovator S&p 500 Ultra Buf... | - | $0.00 | $7,976,000 | 246,940 | % | 1,452,000 | 34,710 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $414.74 | $5,868,000 | 14,441 | % | 706,000 | 713 | 0 | N/A | |
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JQUA | Jpmorgan Us Quality Factor Etf | - | $0.00 | $4,917,000 | 96,858 | % | 1,963,000 | 35,131 | 0 | N/A | |
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VMBS | Vanguard Mortgage-Backed S | - | $44.82 | $4,281,000 | 96,530 | % | 3,858,000 | 87,407 | 0 | N/A | |
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LQD | iShares Trust Goldman Sachs | - | $106.31 | $4,095,000 | 38,952 | % | 3,705,000 | 35,424 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $170.29 | $4,084,000 | 23,513 | % | 856,000 | 606 | 0 | N/A | |
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VWOB | Vanguard Emerging Markets G... | - | $63.14 | $4,054,000 | 64,969 | % | 3,378,000 | 54,359 | 0 | N/A | |
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BKLN | Powershares Senior Loan Por... | - | $21.20 | $4,036,000 | 191,473 | % | 3,319,000 | 157,599 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $520.84 | $3,549,000 | 6,982 | % | 507,000 | 582 | 0 | N/A | |
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TCAF | T Rowe Price Capital Apprec... | - | $0.00 | $3,474,000 | 117,456 | % | 2,953,000 | 98,611 | 0 | N/A | |
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BILS | Spdr Bloomberg Barclays 312... | - | $0.00 | $3,310,000 | 33,321 | % | 402,000 | 3,984 | 0 | N/A | |
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NJUL | Innovator ETFs Tr | - | $0.00 | $3,024,000 | 52,632 | % | 457,000 | 6,039 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $198.77 | $2,698,000 | 13,945 | % | 871,000 | 3,205 | 0 | N/A | |
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KJUL | Innovator ETFs Tr | - | $0.00 | $2,606,000 | 96,126 | % | 313,000 | 11,472 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $2,550,000 | 19,433 | % | 461,000 | 267 | 0.001 | Drug Manufacturers - ... | |
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AOM | iShares Trust | - | $42.34 | $2,517,000 | 60,474 | % | 185,000 | 4,295 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $168.65 | $2,459,000 | 14,300 | % | 473,000 | 80 | 0 | N/A | |
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QQQM | Invesco Nasdaq 100 Etf | - | $0.00 | $2,421,000 | 13,650 | % | 500,000 | 2,254 | 0 | N/A | |
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SPYV | SPDR Dow Jones Wilshire Lar... | - | $49.42 | $2,289,000 | 47,385 | % | 89,000 | 195 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $476.20 | $2,135,000 | 4,816 | % | 504,000 | 207 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.82 | $2,019,000 | 12,173 | % | 234,000 | 208 | 0 | N/A | |
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EJUL | Innovator Msci Emerging Mar... | - | $24.41 | $2,015,000 | 84,613 | % | 352,000 | 14,219 | 0 | N/A | |
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SPYG | SPDR Dow Jones Wilshire Lar... | - | $73.41 | $1,937,000 | 27,084 | % | 231,000 | 858 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $222.54 | $1,905,000 | 8,796 | % | 68,000 | 186 | 0 | N/A | |
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DSI | iShares KLD 400 Social Index | - | $99.16 | $1,806,000 | 18,492 | % | 929,000 | 8,863 | 0 | N/A | |
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HDV | Ishares High Dividend Equit... | - | $110.39 | $1,744,000 | 16,066 | % | 107,000 | 20 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,332.80 | $1,641,000 | 1,221 | % | 303,000 | 22 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $478.74 | $1,625,000 | 3,479 | % | 268,000 | 373 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $166.85 | $1,538,000 | 9,533 | % | 151,000 | 70 | 0 | N/A | |
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ED | Consolidated Edison Inc | - | $97.70 | $1,511,000 | 16,257 | % | 615,000 | 6,403 | 0 | N/A | |
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MA | MasterCard Inc A | - | $456.98 | $1,468,000 | 3,174 | % | 130,000 | 38 | 0 | N/A | |
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IBM | International Business Mach... | - | $167.15 | $1,449,000 | 8,673 | % | 218,000 | 1,147 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $1,424,000 | 12,076 | % | 334,000 | 1,176 | 0 | N/A | |
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ITE | Spdr Brcly Cap Intrmd Trm | - | $27.73 | $1,326,000 | 48,164 | % | 331,000 | 13,323 | 0 | N/A | |
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DIA | Diamonds Trust | - | $395.18 | $1,313,000 | 3,436 | % | 37,000 | 50 | 0 | N/A | |
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GREK | Global X Ftse Greece 20 | - | $6.18 | $1,283,000 | 31,311 | % | 128,000 | 136 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $40.40 | $1,280,000 | 32,251 | % | 111,000 | 1,255 | 0 | N/A | |
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TUR | iShares MSCI Turkey Invest ... | - | $41.31 | $1,266,000 | 31,906 | % | 263,000 | 826 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $1,252,000 | 7,440 | % | -512,000 | 339 | 0 | Auto Manufacturers | |
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EWW | iShares MSCI-Mexico | - | $68.47 | $1,247,000 | 18,660 | % | 3,000 | 329 | 0 | N/A | |
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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $1,240,000 | 22,039 | % | 918,000 | 16,175 | 0 | N/A | |
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JEPQ | Jpmorgan Nasdaq Equity Prem... | - | $0.00 | $1,205,000 | 22,890 | % | 877,000 | 16,317 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $218.71 | $1,062,000 | 4,904 | % | 220,000 | 500 | 0 | N/A | |
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FPF | First Trust Intermediate Du... | - | $17.40 | $1,045,000 | 61,143 | % | 103,000 | 3,394 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $412.05 | $1,024,000 | 2,546 | % | 211,000 | 266 | 0 | N/A | |
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KHC | Kraft Heinz Co | - | $36.24 | $1,016,000 | 26,637 | % | 35,000 | 105 | 0 | N/A | |
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T | AT&T Corp | - | $17.17 | $984,000 | 58,767 | % | 476,000 | 28,520 | 0 | N/A | |
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VFMF | Vanguard Us Multifactor Etf | - | $0.00 | $937,000 | 7,672 | % | 71,000 | 133 | 0 | N/A | |
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MO | Altria Group Inc | - | $44.90 | $853,000 | 19,661 | % | 238,000 | 4,416 | 0 | N/A | |
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VTV | Vanguard Value VIPERS | - | $161.40 | $823,000 | 5,210 | % | 158,000 | 759 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.75 | $817,000 | 5,120 | % | 45,000 | 136 | 0 | N/A | |
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BA | Boeing Co | - | $178.51 | $811,000 | 4,847 | % | 155,000 | 2,331 | 0 | N/A | |
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GBDC | Golub Capital Bdc, Inc. | - | $16.73 | $762,000 | 43,821 | % | 431,000 | 21,922 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $151.92 | $738,000 | 4,688 | % | 318,000 | 1,842 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $44.94 | $702,000 | 15,652 | % | 369,000 | 9,168 | 0 | N/A | |
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AMLP | Alerian MLP ETF | - | $4.60 | $696,000 | 14,638 | % | 104,000 | 723 | 0 | N/A | |
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VXUS | Vanguard Total Internationa... | - | $61.05 | $680,000 | 11,460 | % | 18,000 | 32 | 0 | N/A | |
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PLTR | Palantir Technologies Inc | - | $20.60 | $627,000 | 27,852 | % | 197,000 | 2,820 | 0 | N/A | |
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PFE | Pfizer Inc | - | $28.01 | $626,000 | 24,638 | % | 78,000 | 5,596 | 0 | N/A | |
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GE | General Electric Co | - | $163.38 | $623,000 | 3,839 | % | 136,000 | 20 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $760.00 | $610,000 | 832 | % | 251,000 | 216 | 0 | N/A | |
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PPI | Axs Astoria Inflation Sensi... | - | $0.00 | $600,000 | 19,227 | % | 133,000 | 2,173 | 0 | N/A | |
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BNDX | Vanguard Total Internationa... | - | $48.66 | $582,000 | 12,010 | % | 147,000 | 3,194 | 0 | N/A | |
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PNQI | Powershares Nasdaq Interne | - | $39.48 | $547,000 | 14,029 | % | 90,000 | 1,356 | 0 | N/A | |
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NFLX | Netflix Inc | - | $610.87 | $519,000 | 925 | % | 87,000 | 37 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $182.08 | $515,000 | 3,107 | % | 138,000 | 503 | 0 | N/A | |
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MDYV | streetTRACKS Series Trust -... | - | $74.81 | $485,000 | 6,715 | % | -6,000 | 20 | 0 | N/A | |
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ELR | streetTRACKS Series Trust -... | - | $61.27 | $454,000 | 7,595 | % | 223,000 | 3,470 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $468.88 | $422,000 | 914 | % | 15,000 | 15 | 0 | N/A | |
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PEP | Pepsico Inc | - | $179.79 | $417,000 | 2,374 | % | 22,000 | 47 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $787.19 | $413,000 | 567 | % | 45,000 | 10 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $407,000 | 6,770 | % | 115,000 | 4,919 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.06 | $403,000 | 8,424 | % | 87,000 | 2,177 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.81 | $378,000 | 6,540 | % | -17,000 | 5,114 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $378,000 | 7,735 | % | 10,000 | 52 | 0 | N/A | |
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AMGN | Amgen Inc | - | $310.15 | $373,000 | 1,380 | % | -20,000 | 17 | 0 | N/A | |
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KO | Coca-Cola Co | - | $63.26 | $368,000 | 5,962 | % | 27,000 | 172 | 0 | N/A | |
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FTCB | First Trust Core Investment... | - | $0.00 | $366,000 | 18,043 | % | 29,000 | 2,148 | 0 | N/A | |
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NULV | Nushares Esg Large Cap Valu... | - | $0.00 | $354,000 | 9,511 | % | 97,000 | 2,346 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $39.31 | $351,000 | 9,099 | % | 39,000 | 1,986 | 0 | N/A | |
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NEE | NextEra Energy | - | $73.79 | $345,000 | 5,226 | % | 35,000 | 115 | 0 | N/A | |
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ENFR | Alerian Energy Infrastructure | - | $25.62 | $341,000 | 13,325 | % | 54,000 | 894 | 0 | N/A | |
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DE | Deere & Co | - | $407.89 | $331,000 | 841 | % | 51,000 | 141 | 0 | N/A | |
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IRM | Iron Mountain Inc | - | $79.77 | $301,000 | 3,878 | % | 32,000 | 40 | 0 | N/A | |
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ROE | Astoria Us Quality Kings Etf | - | $0.00 | $299,000 | 10,731 | % | 68,000 | 1,848 | 0 | N/A | |
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MRVL | Marvell Technology, Inc. | - | $68.47 | $282,000 | 4,048 | % | 282,000 | 4,048 | 0 | N/A | |
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GWL | St Spdr S&P Wld Xus | - | $35.97 | $264,000 | 7,561 | % | 28,000 | 631 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $796.67 | $261,000 | 342 | % | -11,000 | 7 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $276.67 | $255,000 | 929 | % | 32,000 | 80 | 0 | N/A | |
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LAND | Gladstone Land Corp | - | $13.39 | $255,000 | 20,097 | % | -32,000 | 230 | 0 | N/A | |
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ETY | Eaton Vance Tax-Managed Div... | - | $13.46 | $229,000 | 17,550 | % | 20,000 | 436 | 0 | N/A |
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