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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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AAPL | Apple Inc | - | $169.30 | $13,316,000 | 69,162 | % | 0 | 0 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $830.41 | $6,610,000 | 13,348 | % | 0 | 0 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $439.19 | $6,020,000 | 17,007 | % | 0 | 0 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $394.94 | $5,462,000 | 14,524 | % | 0 | 0 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $179.00 | $3,693,000 | 24,303 | % | 0 | 0 | 0 | N/A | |
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SDY | streetTRACKS Series Trust -... | - | $127.39 | $3,667,000 | 29,343 | % | 0 | 0 | 0 | N/A | |
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NRZ | New Residential Investment ... | - | $11.16 | $2,813,000 | 263,375 | % | 0 | 0 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $398.58 | $2,796,000 | 7,840 | % | 0 | 0 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $104.74 | $2,641,000 | 24,401 | % | 0 | 0 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $165.57 | $2,568,000 | 18,220 | % | 0 | 0 | 0 | N/A | |
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TEAM | Atlassian Corporation Plc | - | $172.77 | $2,373,000 | 9,977 | % | 0 | 0 | 0 | N/A | |
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UYLD | Angel Oak Ultrashort Income... | - | $0.00 | $2,108,000 | 41,673 | % | 0 | 0 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $268.69 | $1,913,000 | 7,271 | % | 0 | 0 | 0 | N/A | |
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IEF | iShares Lehman 7-10 Year Tr... | - | $91.52 | $1,900,000 | 19,711 | % | 0 | 0 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $161.72 | $1,696,000 | 10,941 | % | 0 | 0 | 0 | N/A | |
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BRK.A | Berkshire Hathaway Inc | - | $602,100.00 | $1,628,000 | 3 | % | 0 | 0 | 0 | N/A | |
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CRWD | Crowdstrike Holdings, Inc. | - | $295.44 | $1,621,000 | 6,350 | % | 0 | 0 | 0 | N/A | |
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BA | Boeing Co | - | $171.46 | $1,479,000 | 5,673 | % | 0 | 0 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $163.86 | $1,206,000 | 8,633 | % | 0 | 0 | 0 | N/A | |
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MDYV | streetTRACKS Series Trust -... | - | $71.58 | $1,124,000 | 15,322 | % | 0 | 0 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,242.86 | $1,118,000 | 1,001 | % | 0 | 0 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $144.27 | $1,106,000 | 7,502 | % | 0 | 0 | 0 | N/A | |
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CSJ | iShares Barclays 1-3 Year C... | - | $50.71 | $1,032,000 | 20,135 | % | 0 | 0 | 0 | N/A | |
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MDYG | streetTRACKS Series Trust -... | - | $82.00 | $1,023,000 | 13,516 | % | 0 | 0 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $37.63 | $1,022,000 | 27,658 | % | 0 | 0 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $421.52 | $967,000 | 2,362 | % | 0 | 0 | 0 | N/A | |
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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $958,000 | 17,419 | % | 0 | 0 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $937,000 | 7,160 | % | 0 | 0 | 0.001 | Asset Management | |
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LNG | Cheniere Energy Inc | - | $157.03 | $911,000 | 5,334 | % | 0 | 0 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $484.11 | $857,000 | 1,627 | % | 0 | 0 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $163.40 | $847,000 | 5,778 | % | 0 | 0 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.20 | $760,000 | 20,148 | % | 0 | 0 | 0 | N/A | |
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NTLA | Intellia Therapeutics, Inc. | - | $22.50 | $704,000 | 23,103 | % | 0 | 0 | 0.026 | N/A | |
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TOST | Toast, Inc. | - | $23.00 | $700,000 | 38,343 | % | 0 | 0 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $722.22 | $692,000 | 1,048 | % | 0 | 0 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $776.75 | $688,000 | 1,180 | % | 0 | 0 | 0 | N/A | |
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VLO | Valero Energy Corp | - | $155.66 | $679,000 | 5,226 | % | 0 | 0 | 0 | N/A | |
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DIS | Walt Disney Co | - | $110.48 | $675,000 | 7,475 | % | 0 | 0 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $151.18 | $661,000 | 4,218 | % | 0 | 0 | 0 | N/A | |
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SMDV | Proshares Russell 2000 Divi... | - | $0.00 | $642,000 | 9,881 | % | 0 | 0 | 0 | N/A | |
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VONG | Vanguard Russell 1000 Growt... | - | $82.71 | $632,000 | 8,094 | % | 0 | 0 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $593,000 | 1,757 | % | 0 | 0 | 0.001 | Medical Appliances & ... | |
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FDBC | Fidelity D & D Bancorp Inc | - | $46.14 | $591,000 | 10,180 | % | 0 | 0 | 0 | N/A | |
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ALB | Albemarle Corp | - | $119.00 | $588,000 | 4,072 | % | 0 | 0 | 0 | N/A | |
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NOBL | ProShares S&P 500 Dividend ... | - | $0.00 | $583,000 | 6,124 | % | 0 | 0 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $237.49 | $578,000 | 2,110 | % | 0 | 0 | 0 | N/A | |
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V | Visa Inc | - | $267.32 | $575,000 | 2,210 | % | 0 | 0 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $194.26 | $571,000 | 2,967 | % | 0 | 0 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | - | $129.21 | $568,000 | 5,490 | % | 0 | 0 | 0 | N/A | |
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ORCL | Oracle Corp | - | $114.63 | $561,000 | 5,320 | % | 0 | 0 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $685.61 | $550,000 | 778 | % | 0 | 0 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $136.47 | $543,000 | 4,469 | % | 0 | 0 | 0 | N/A | |
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SCHZ | Schwab Us Aggregate Bond | - | $44.74 | $516,000 | 11,073 | % | 0 | 0 | 0 | N/A | |
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ARCC | Ares Capital Corp | - | $20.85 | $487,000 | 24,305 | % | 0 | 0 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $227.52 | $486,000 | 2,185 | % | 0 | 0 | 0 | N/A | |
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ITA | iShares Dow Jones US Aerosp... | - | $0.00 | $484,000 | 3,821 | % | 0 | 0 | 0 | N/A | |
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VFH | Vanguard Financial VIPERS | - | $97.76 | $477,000 | 5,167 | % | 0 | 0 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $426.95 | $477,000 | 1,237 | % | 0 | 0 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $164.11 | $465,000 | 3,214 | % | 0 | 0 | 0 | N/A | |
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TLT | iShares Tr Lehman 20+yr Tres | - | $88.56 | $465,000 | 4,706 | % | 0 | 0 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $179.99 | $458,000 | 1,842 | % | 0 | 0 | 0 | Auto Manufacturers | |
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AXP | American Express Co | - | $231.46 | $456,000 | 2,435 | % | 0 | 0 | 0 | N/A | |
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EQT | EQT Corp | - | $40.09 | $454,000 | 11,741 | % | 0 | 0 | 0.003 | Gas Utilities | |
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IBM | International Business Mach... | - | $164.43 | $440,000 | 2,691 | % | 0 | 0 | 0 | N/A | |
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EPD | Enterprise Products Partner... | - | $27.74 | $424,000 | 16,075 | % | 0 | 0 | 0 | N/A | |
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ETRN | Equitrans Midstream Corp | - | $0.00 | $407,000 | 40,008 | % | 0 | 0 | 0 | N/A | |
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MTB | M&T Bank Corp | - | $146.13 | $403,000 | 2,939 | % | 0 | 0 | 0 | N/A | |
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FOUR | Shift4 Payments, Inc. | - | $57.89 | $402,000 | 5,410 | % | 0 | 0 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $57.16 | $384,000 | 1,385 | % | 0 | 0 | 0 | N/A | |
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DVN | Devon Energy Corp | - | $50.40 | $359,000 | 7,915 | % | 0 | 0 | 0 | N/A | |
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CINF | Cincinnati Financial Corp | - | $117.30 | $356,000 | 3,446 | % | 0 | 0 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $93.82 | $350,000 | 3,729 | % | 0 | 0 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $92.03 | $347,000 | 4,141 | % | 0 | 0 | 0 | N/A | |
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ENB | Enbridge Inc (USA) | - | $35.59 | $343,000 | 9,530 | % | 0 | 0 | 0 | N/A | |
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ROP | Roper Industries Inc | - | $514.76 | $342,000 | 628 | % | 0 | 0 | 0 | N/A | |
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BSEP | Innovator S&p 500 Buffer Et... | - | $0.00 | $338,000 | 9,206 | % | 0 | 0 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $106.29 | $327,000 | 2,969 | % | 0 | 0 | 0 | N/A | |
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MRVL | Marvell Technology, Inc. | - | $63.82 | $326,000 | 5,398 | % | 0 | 0 | 0 | N/A | |
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PGR | Progressive Corp | - | $211.80 | $324,000 | 2,032 | % | 0 | 0 | 0 | N/A | |
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ULTA | Ulta Salon Cosmetics & Frag... | - | $402.11 | $309,000 | 630 | % | 0 | 0 | 0 | N/A | |
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SNAP | Snap Inc | - | $15.86 | $309,000 | 18,250 | % | 0 | 0 | 0 | N/A | |
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PENN | Penn National Gaming Inc | - | $16.44 | $308,000 | 11,850 | % | 0 | 0 | 0 | N/A | |
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CVX | Chevron Corp | - | $159.63 | $305,000 | 2,046 | % | 0 | 0 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $191.86 | $301,000 | 1,770 | % | 0 | 0 | 0 | N/A | |
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SMH | Vaneck Vectors Semiconducto... | - | $208.63 | $300,000 | 1,716 | % | 0 | 0 | 0.002 | N/A | |
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AMGN | Amgen Inc | - | $277.37 | $291,000 | 1,011 | % | 0 | 0 | 0 | N/A | |
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SYY | SYSCO Corp | - | $73.05 | $282,000 | 3,850 | % | 0 | 0 | 0 | N/A | |
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PFE | Pfizer Inc | - | $27.18 | $275,000 | 9,536 | % | 0 | 0 | 0 | N/A | |
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DLR | Digital Realty Trust Inc | - | $137.99 | $270,000 | 2,006 | % | 0 | 0 | 0 | N/A | |
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MDY | Standrd Poor Mdcp 400 SPDR | - | $523.21 | $266,000 | 525 | % | 0 | 0 | 0 | N/A | |
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HON | Honeywell International Inc | - | $195.30 | $261,000 | 1,245 | % | 0 | 0 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $247.33 | $249,000 | 1,069 | % | 0 | 0 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $193.99 | $243,000 | 1,500 | % | 0 | 0 | 0 | N/A | |
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BIN | Waste Connections, Inc | - | $162.06 | $242,000 | 1,618 | % | 0 | 0 | 0 | N/A | |
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BJAN | Innovator S&p 500 Buffer Etf | - | $0.00 | $242,000 | 5,926 | % | 0 | 0 | 0 | N/A | |
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PFFD | Global X Us Preferred Etf | - | $0.00 | $234,000 | 12,047 | % | 0 | 0 | 0 | N/A | |
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BSX | Boston Scientific Corp | - | $72.21 | $226,000 | 3,907 | % | 0 | 0 | 0 | N/A | |
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HD | Home Depot Inc | - | $331.97 | $226,000 | 651 | % | 0 | 0 | 0 | N/A | |
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INTC | Intel Corp | - | $30.37 | $223,000 | 4,445 | % | 0 | 0 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.03 | $220,000 | 2,198 | % | 0 | 0 | 0 | N/A |
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