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| Holdings Found : 61 | 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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IWF | iShares Russell 1000 Growth | - | $322.84 | $6,879,000 | 22,690 | % | 0 | 0 | 0 | N/A | |
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AAPL | Apple Inc | - | $170.33 | $5,693,000 | 29,569 | % | 0 | 0 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $57.13 | $4,442,000 | 16,026 | % | 0 | 0 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $104.39 | $4,295,000 | 39,676 | % | 0 | 0 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $389.33 | $4,191,000 | 11,144 | % | 0 | 0 | 0 | N/A | |
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SHY | Ishares Barclays 1-3 Treasu... | - | $81.15 | $3,848,000 | 46,901 | % | 0 | 0 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $164.64 | $3,698,000 | 26,237 | % | 0 | 0 | 0 | N/A | |
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RY | Royal Bank of Canada (USA) | - | $96.83 | $3,563,000 | 35,227 | % | 0 | 0 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $864.02 | $3,520,000 | 7,108 | % | 0 | 0 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $175.00 | $3,431,000 | 22,581 | % | 0 | 0 | 0 | N/A | |
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V | Visa Inc | - | $268.61 | $2,876,000 | 11,047 | % | 0 | 0 | 0 | N/A | |
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DGRO | iShares Core Dividend Growth | - | $55.95 | $2,816,000 | 52,322 | % | 0 | 0 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,300.27 | $2,775,000 | 2,486 | % | 0 | 0 | 0 | N/A | |
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VCIT | Vanguard Intermediate-Term | - | $78.36 | $2,650,000 | 32,606 | % | 0 | 0 | 0 | N/A | |
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IYW | iShares Trust DJ US Sector | - | $128.17 | $2,617,000 | 21,318 | % | 0 | 0 | 0 | N/A | |
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PANW | Palo Alto Networks Inc | - | $290.89 | $2,521,000 | 8,550 | % | 0 | 0 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $722.90 | $2,506,000 | 3,796 | % | 0 | 0 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $162.64 | $2,451,000 | 15,813 | % | 0 | 0 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $483.70 | $2,399,000 | 4,556 | % | 0 | 0 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $2,268,000 | 20,808 | % | 0 | 0 | 0.001 | Drug Manufacturers - ... | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $77.27 | $2,263,000 | 30,034 | % | 0 | 0 | 0 | N/A | |
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IYE | iShares Tr Enrgy Sector Indx | - | $48.87 | $2,232,000 | 50,589 | % | 0 | 0 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $191.74 | $2,190,000 | 12,873 | % | 0 | 0 | 0 | N/A | |
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AMGN | Amgen Inc | - | $273.94 | $2,138,000 | 7,424 | % | 0 | 0 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $46.98 | $2,104,000 | 41,653 | % | 0 | 0 | 0 | N/A | |
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HD | Home Depot Inc | - | $334.22 | $2,047,000 | 5,908 | % | 0 | 0 | 0 | N/A | |
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CVX | Chevron Corp | - | $161.27 | $2,028,000 | 13,593 | % | 0 | 0 | 0 | N/A | |
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NUE | Nucor Corp | - | $168.53 | $1,937,000 | 11,130 | % | 0 | 0 | 0 | N/A | |
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IYM | iShares Dow Jones US Basic ... | - | $141.05 | $1,764,000 | 12,770 | % | 0 | 0 | 0 | N/A | |
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VIS | Vanguard Industrials ETF | - | $234.05 | $1,673,000 | 7,590 | % | 0 | 0 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $464.93 | $1,617,000 | 3,568 | % | 0 | 0 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $95.23 | $1,504,000 | 15,150 | % | 0 | 0 | 0 | N/A | |
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OIH | VANECK Vectors Oil Services... | - | $312.99 | $1,412,000 | 4,563 | % | 0 | 0 | 0 | N/A | |
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WM | Waste Management Inc | - | $208.02 | $1,221,000 | 6,819 | % | 0 | 0 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.49 | $1,219,000 | 32,346 | % | 0 | 0 | 0 | N/A | |
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USHY | Ishares Broad Usd High Yiel... | - | $0.00 | $1,164,000 | 32,030 | % | 0 | 0 | 0 | N/A | |
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IYH | iShares Dow Jones US Health... | - | $58.83 | $1,044,000 | 3,647 | % | 0 | 0 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $181.72 | $981,000 | 6,614 | % | 0 | 0 | 0 | N/A | |
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DUK | Duke Energy Corp | - | $98.26 | $953,000 | 9,816 | % | 0 | 0 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $158.38 | $858,000 | 5,820 | % | 0 | 0 | 0 | N/A | |
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IBB | iShares Tr Nasdaq Biotech | - | $126.92 | $823,000 | 6,056 | % | 0 | 0 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $43.94 | $758,000 | 14,771 | % | 0 | 0 | 0 | N/A | |
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DVN | Devon Energy Corp | - | $51.18 | $665,000 | 14,685 | % | 0 | 0 | 0 | N/A | |
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EFAV | Ishares Msci Eafe Minimum V... | - | $0.00 | $574,000 | 8,282 | % | 0 | 0 | 0.006 | N/A | |
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ADBE | Adobe Systems Inc | - | $462.83 | $552,000 | 925 | % | 0 | 0 | 0 | N/A | |
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KHC | Kraft Heinz Co | - | $38.61 | $504,000 | 13,640 | % | 0 | 0 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $118.27 | $465,000 | 4,649 | % | 0 | 0 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $165.85 | $448,000 | 3,098 | % | 0 | 0 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $504.44 | $351,000 | 734 | % | 0 | 0 | 0 | N/A | |
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DWX | Spdr S&P Intl Divd | - | $34.21 | $344,000 | 9,675 | % | 0 | 0 | 0 | N/A | |
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RTX | RTX Corp | - | $101.02 | $324,000 | 3,852 | % | 0 | 0 | 0 | Conglomerates | |
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STX | Seagate Technology | - | $85.91 | $320,000 | 3,750 | % | 0 | 0 | 0 | N/A | |
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PSX | Phillips 66 | - | $143.21 | $308,000 | 2,310 | % | 0 | 0 | 0 | N/A | |
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KIM | Kimco Realty Corp | - | $18.63 | $293,000 | 13,728 | % | 0 | 0 | 0 | N/A | |
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NEE | NextEra Energy | - | $66.97 | $289,000 | 4,757 | % | 0 | 0 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $268.94 | $283,000 | 1,076 | % | 0 | 0 | 0 | N/A | |
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PEP | Pepsico Inc | - | $175.91 | $235,000 | 1,384 | % | 0 | 0 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $144.59 | $216,000 | 1,378 | % | 0 | 0 | 0 | N/A | |
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SHEL | Shell plc | - | $71.66 | $209,000 | 3,176 | % | 0 | 0 | 0 | N/A | |
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MDY | Standrd Poor Mdcp 400 SPDR | - | $522.76 | $203,000 | 400 | % | 0 | 0 | 0 | N/A | |
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BCRX | Biocryst Pharmaceuticals Inc | - | $4.13 | $81,000 | 13,500 | % | 0 | 0 | 0 | N/A |
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