$139 Million is the total value of MARK SHEPTOFF FINANCIAL PLANNING, LLC's 361 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 22.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NEE | Buy | NEXTERA ENERGY INC | $9,503,000 | +22.3% | 49,158 | +10.0% | 6.85% | +6.1% |
UNH | Sell | UNITEDHEALTH GROUP INC | $9,291,000 | -0.8% | 37,574 | -0.1% | 6.70% | -14.0% |
JNJ | Buy | JOHNSON & JOHNSON | $8,628,000 | +9.1% | 61,724 | +0.8% | 6.22% | -5.3% |
PEP | Buy | PEPSICO INC | $7,248,000 | +13.3% | 59,140 | +2.1% | 5.22% | -1.7% |
HRL | Buy | HORMEL FOODS CORP | $6,406,000 | +5.1% | 143,126 | +0.2% | 4.62% | -8.8% |
MSFT | Buy | MICROSOFT CORP | $4,402,000 | +37.6% | 37,320 | +18.5% | 3.17% | +19.3% |
ABT | Buy | ABBOTT LABS | $3,890,000 | +13.2% | 48,667 | +2.4% | 2.80% | -1.8% |
T | Buy | AT&T INC | $3,873,000 | +24.5% | 123,488 | +13.3% | 2.79% | +8.0% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,777,000 | -2.6% | 18,799 | -1.0% | 2.72% | -15.5% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $3,675,000 | +48.8% | 20,960 | +36.5% | 2.65% | +29.1% |
VEEV | Buy | VEEVA SYS INC | $3,660,000 | +51.7% | 28,850 | +6.9% | 2.64% | +31.6% |
RTN | Buy | RAYTHEON CO | $3,584,000 | +18.9% | 19,683 | +0.2% | 2.58% | +3.2% |
SJM | Sell | SMUCKER J M CO | $2,995,000 | +17.4% | 25,709 | -5.8% | 2.16% | +1.8% |
HON | Buy | HONEYWELL INTL INC | $2,645,000 | +39.9% | 16,641 | +16.3% | 1.91% | +21.4% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $2,415,000 | +30.7% | 48,374 | +4.8% | 1.74% | +13.4% |
AAPL | Sell | APPLE INC | $2,309,000 | +14.4% | 12,154 | -5.1% | 1.66% | -0.8% |
ABBV | Sell | ABBVIE INC | $2,031,000 | -49.5% | 25,198 | -42.3% | 1.46% | -56.2% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,803,000 | +27.4% | 17,290 | +10.9% | 1.30% | +10.5% |
V | Buy | VISA INC | $1,799,000 | +18.7% | 11,520 | +0.3% | 1.30% | +2.9% |
PFE | Sell | PFIZER INC | $1,646,000 | -3.2% | 38,750 | -0.6% | 1.19% | -16.1% |
VIG | Buy | VANGUARD GROUPdiv app etf | $1,551,000 | +19.4% | 14,146 | +6.7% | 1.12% | +3.6% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,534,000 | +14.4% | 8,340 | +3.1% | 1.10% | -0.8% |
CVS | Sell | CVS HEALTH CORP | $1,519,000 | -18.0% | 28,172 | -0.4% | 1.10% | -28.8% |
PYPL | PAYPAL HLDGS INC | $1,438,000 | +23.4% | 13,850 | 0.0% | 1.04% | +7.0% | |
AEP | Buy | AMERICAN ELEC PWR CO INC | $1,406,000 | +85.7% | 16,783 | +65.7% | 1.01% | +61.0% |
CLX | CLOROX CO DEL | $1,396,000 | +4.1% | 8,700 | 0.0% | 1.01% | -9.7% | |
GD | Buy | GENERAL DYNAMICS CORP | $1,356,000 | +13.8% | 8,013 | +5.6% | 0.98% | -1.3% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,322,000 | +5.6% | 22,353 | +0.4% | 0.95% | -8.4% |
HRS | Sell | HARRIS CORP DEL | $1,291,000 | +15.1% | 8,081 | -3.0% | 0.93% | -0.2% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $1,276,000 | +21.1% | 9,902 | +0.1% | 0.92% | +4.9% |
KO | COCA COLA CO | $1,239,000 | -1.0% | 26,433 | 0.0% | 0.89% | -14.1% | |
LMT | Buy | LOCKHEED MARTIN CORP | $1,156,000 | +15.1% | 3,852 | +0.4% | 0.83% | -0.1% |
HD | Buy | HOME DEPOT INC | $1,021,000 | +14.3% | 5,322 | +2.3% | 0.74% | -0.8% |
BAC | Sell | BANK AMER CORP | $998,000 | -15.2% | 36,168 | -24.3% | 0.72% | -26.5% |
TKR | TIMKEN CO | $861,000 | +16.8% | 19,738 | 0.0% | 0.62% | +1.3% | |
NVS | Buy | NOVARTIS A Gsponsored adr | $824,000 | +15.4% | 8,570 | +3.0% | 0.59% | +0.2% |
XOM | Sell | EXXON MOBIL CORP | $792,000 | +6.2% | 9,798 | -10.4% | 0.57% | -7.9% |
SPY | SPDR S&P 500 ETF TRtr unit | $763,000 | +13.0% | 2,701 | 0.0% | 0.55% | -2.0% | |
CMCSA | Sell | COMCAST CORP NEWcl a | $726,000 | +12.0% | 18,148 | -4.7% | 0.52% | -2.8% |
MMM | Sell | 3M CO | $714,000 | +3.0% | 3,438 | -5.5% | 0.51% | -10.8% |
COO | COOPER COS INC | $711,000 | +16.4% | 2,401 | 0.0% | 0.51% | +0.8% | |
CSCO | Buy | CISCO SYS INC | $698,000 | +59.7% | 12,925 | +28.3% | 0.50% | +38.6% |
TTC | Buy | TORO CO | $654,000 | +23.6% | 9,498 | +0.4% | 0.47% | +7.3% |
COST | Buy | COSTCO WHSL CORP NEW | $614,000 | +32.9% | 2,535 | +11.9% | 0.44% | +15.1% |
CL | Sell | COLGATE PALMOLIVE CO | $591,000 | +3.1% | 8,622 | -10.4% | 0.43% | -10.5% |
HIG | Sell | HARTFORD FINL SVCS GROUP INC | $589,000 | -0.5% | 11,849 | -11.0% | 0.42% | -13.8% |
INTC | Buy | INTEL CORP | $584,000 | +39.4% | 10,880 | +21.8% | 0.42% | +21.0% |
EPD | ENTERPRISE PRODS PARTNERS L | $584,000 | +18.2% | 20,075 | 0.0% | 0.42% | +2.7% | |
PG | Buy | PROCTER AND GAMBLE CO | $582,000 | +15.2% | 5,598 | +1.8% | 0.42% | -0.2% |
CSX | CSX CORP | $557,000 | +20.3% | 7,450 | 0.0% | 0.40% | +4.2% | |
MRK | Buy | MERCK & CO INC | $557,000 | +632.9% | 6,700 | +570.0% | 0.40% | +536.5% |
DWDP | Buy | DOWDUPONT INC | $550,000 | +5.0% | 10,323 | +5.3% | 0.40% | -9.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $525,000 | +110.0% | 2,920 | +80.2% | 0.38% | +81.7% |
TRV | Sell | TRAVELERS COMPANIES INC | $496,000 | +10.5% | 3,616 | -3.7% | 0.36% | -4.3% |
KWR | QUAKER CHEM CORP | $486,000 | +12.8% | 2,427 | 0.0% | 0.35% | -2.2% | |
VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $467,000 | +4.0% | 5,455 | -5.2% | 0.34% | -9.7% |
MU | Sell | MICRON TECHNOLOGY INC | $463,000 | +9.2% | 11,200 | -16.1% | 0.33% | -5.1% |
HEI | HEICO CORP NEW | $459,000 | +22.4% | 4,840 | 0.0% | 0.33% | +6.1% | |
DIS | Buy | DISNEY WALT CO | $458,000 | +14.5% | 4,121 | +13.1% | 0.33% | -0.6% |
VNOM | Buy | VIPER ENERGY PARTNERS LP | $456,000 | +27.4% | 13,765 | +0.0% | 0.33% | +10.8% |
TSLA | TESLA INC | $431,000 | -16.0% | 1,540 | 0.0% | 0.31% | -27.0% | |
EL | Buy | LAUDER ESTEE COS INCcl a | $427,000 | +37.7% | 2,580 | +8.4% | 0.31% | +19.4% |
WBS | Buy | WEBSTER FINL CORP CONN | $418,000 | +2.7% | 8,256 | +0.1% | 0.30% | -10.9% |
CGC | Buy | CANOPY GROWTH CORP | $401,000 | +340.7% | 9,255 | +174.2% | 0.29% | +280.3% |
FAS | DIREXION SHS ETF TRdly fin bull new | $393,000 | +38.4% | 6,353 | 0.0% | 0.28% | +19.9% | |
DUK | Buy | DUKE ENERGY CORP NEW | $391,000 | +6.8% | 4,343 | +2.4% | 0.28% | -7.2% |
KMB | KIMBERLY CLARK CORP | $388,000 | +8.7% | 3,134 | 0.0% | 0.28% | -5.7% | |
CHK | Buy | CHESAPEAKE ENERGY CORP | $379,000 | +52.2% | 122,220 | +3.0% | 0.27% | +31.9% |
EMN | EASTMAN CHEMICAL CO | $376,000 | +3.9% | 4,950 | 0.0% | 0.27% | -10.0% | |
WPC | W P CAREY INC | $358,000 | +20.1% | 4,568 | 0.0% | 0.26% | +4.0% | |
TXN | TEXAS INSTRS INC | $338,000 | +12.3% | 3,183 | 0.0% | 0.24% | -2.4% | |
BX | BLACKSTONE GROUP L P | $332,000 | +17.3% | 9,500 | 0.0% | 0.24% | +1.7% | |
BA | Buy | BOEING CO | $319,000 | +39.9% | 838 | +18.5% | 0.23% | +21.7% |
ACB | New | AURORA CANNABIS INC | $319,000 | – | 35,200 | +100.0% | 0.23% | – |
CERN | Sell | CERNER CORP | $297,000 | +6.8% | 5,200 | -1.9% | 0.21% | -7.4% |
ED | CONSOLIDATED EDISON INC | $288,000 | +10.8% | 3,400 | 0.0% | 0.21% | -3.7% | |
CDNS | New | CADENCE DESIGN SYSTEM INC | $286,000 | – | 4,500 | +100.0% | 0.21% | – |
OGE | OGE ENERGY CORP | $285,000 | +10.0% | 6,600 | 0.0% | 0.20% | -4.7% | |
ANIP | ANI PHARMACEUTICALS INC | $265,000 | +56.8% | 3,750 | 0.0% | 0.19% | +36.4% | |
DHR | Buy | DANAHER CORPORATION | $263,000 | +30.8% | 1,990 | +1.9% | 0.19% | +13.8% |
UNP | Buy | UNION PACIFIC CORP | $259,000 | +63.9% | 1,550 | +35.4% | 0.19% | +42.7% |
SBUX | Buy | STARBUCKS CORP | $259,000 | +709.4% | 3,485 | +597.0% | 0.19% | +592.6% |
AMZN | Buy | AMAZON COM INC | $256,000 | +23.7% | 144 | +4.3% | 0.18% | +7.0% |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $250,000 | +14.2% | 4,200 | 0.0% | 0.18% | -1.1% | |
JPM | Buy | JPMORGAN CHASE & CO | $240,000 | +5.3% | 2,373 | +1.8% | 0.17% | -8.5% |
CDXS | Buy | CODEXIS INC | $237,000 | +50.0% | 11,529 | +21.6% | 0.17% | +30.5% |
MCD | Buy | MCDONALDS CORP | $237,000 | +27.4% | 1,250 | +19.0% | 0.17% | +10.3% |
WM | Buy | WASTE MGMT INC DEL | $229,000 | +1172.2% | 2,200 | +1000.0% | 0.16% | +1000.0% |
AVA | AVISTA CORP | $223,000 | -4.7% | 5,500 | 0.0% | 0.16% | -17.0% | |
DLTR | New | DOLLAR TREE INC | $215,000 | – | 2,050 | +100.0% | 0.16% | – |
ENS | ENERSYS | $215,000 | -16.0% | 3,300 | 0.0% | 0.16% | -27.2% | |
VLO | VALERO ENERGY CORP NEW | $212,000 | +13.4% | 2,500 | 0.0% | 0.15% | -1.3% | |
FISV | FISERV INC | $210,000 | +20.0% | 2,376 | 0.0% | 0.15% | +4.1% | |
GE | Buy | GENERAL ELECTRIC CO | $207,000 | +5075.0% | 20,700 | +4040.0% | 0.15% | +4866.7% |
SR | SPIRE INC | $206,000 | +11.4% | 2,500 | 0.0% | 0.15% | -3.9% | |
MDT | Buy | MEDTRONIC PLC | $205,000 | +1.5% | 2,255 | +1.4% | 0.15% | -11.9% |
MMC | MARSH & MCLENNAN COS INC | $197,000 | +18.0% | 2,100 | 0.0% | 0.14% | +2.2% | |
DEO | Buy | DIAGEO P L Cspon adr new | $196,000 | +45.2% | 1,200 | +26.3% | 0.14% | +25.9% |
MA | MASTERCARD INCcl a | $194,000 | +24.4% | 825 | 0.0% | 0.14% | +7.7% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $183,000 | +13.7% | 1,265 | 0.0% | 0.13% | -1.5% | |
WMT | Buy | WALMART INC | $170,000 | +246.9% | 1,742 | +228.7% | 0.12% | +197.6% |
NSC | NORFOLK SOUTHERN CORP | $168,000 | +24.4% | 900 | 0.0% | 0.12% | +8.0% | |
CHD | CHURCH & DWIGHT INC | $142,000 | +7.6% | 2,000 | 0.0% | 0.10% | -7.3% | |
NEO | New | NEOGENOMICS INC | $141,000 | – | 6,900 | +100.0% | 0.10% | – |
ORLY | O REILLY AUTOMOTIVE INC NEW | $136,000 | +12.4% | 350 | 0.0% | 0.10% | -3.0% | |
EBAY | Sell | EBAY INC | $134,000 | +19.6% | 3,600 | -10.0% | 0.10% | +4.3% |
EOG | EOG RES INC | $133,000 | +9.0% | 1,400 | 0.0% | 0.10% | -5.0% | |
CBM | Sell | CAMBREX CORP | $132,000 | -10.2% | 3,400 | -12.8% | 0.10% | -22.1% |
MPC | Sell | MARATHON PETE CORP | $131,000 | -22.0% | 2,185 | -23.3% | 0.09% | -32.9% |
GPC | GENUINE PARTS CO | $127,000 | +16.5% | 1,136 | 0.0% | 0.09% | +1.1% | |
BMY | Sell | BRISTOL MYERS SQUIBB CO | $118,000 | -25.3% | 2,476 | -18.6% | 0.08% | -35.1% |
LNT | Buy | ALLIANT ENERGY CORP | $118,000 | +38.8% | 2,500 | +25.0% | 0.08% | +19.7% |
SKX | Sell | SKECHERS U S A INCcl a | $107,000 | +40.8% | 3,197 | -3.1% | 0.08% | +22.2% |
ET | Sell | ENERGY TRANSFER LP | $104,000 | +14.3% | 6,784 | -1.1% | 0.08% | -1.3% |
LOW | LOWES COS INC | $103,000 | +18.4% | 937 | 0.0% | 0.07% | +2.8% | |
VICI | VICI PPTYS INC | $98,000 | +15.3% | 4,500 | 0.0% | 0.07% | 0.0% | |
BEAT | Buy | BIOTELEMETRY INC | $94,000 | +30.6% | 1,500 | +25.0% | 0.07% | +13.3% |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $94,000 | +34.3% | 513 | 0.0% | 0.07% | +17.2% | |
F | Buy | FORD MTR CO DEL | $94,000 | +526.7% | 10,700 | +435.0% | 0.07% | +466.7% |
PSX | PHILLIPS 66 | $93,000 | +10.7% | 979 | 0.0% | 0.07% | -4.3% | |
UBNK | UNITED FINL BANCORP INC NEW | $91,000 | -2.2% | 6,346 | 0.0% | 0.07% | -14.3% | |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $92,000 | +22.7% | 1,100 | +22.2% | 0.07% | +6.5% |
DNKN | DUNKIN BRANDS GROUP INC | $90,000 | +16.9% | 1,200 | 0.0% | 0.06% | +1.6% | |
EMR | EMERSON ELEC CO | $89,000 | +14.1% | 1,300 | 0.0% | 0.06% | -1.5% | |
GOOGL | Buy | ALPHABET INCcap stk cl a | $82,000 | +20.6% | 70 | +7.7% | 0.06% | +5.4% |
CB | CHUBB LIMITED | $79,000 | +9.7% | 561 | 0.0% | 0.06% | -5.0% | |
C | Sell | CITIGROUP INC | $79,000 | +17.9% | 1,269 | -1.9% | 0.06% | +1.8% |
EFA | ISHARES TRmsci eafe etf | $78,000 | +11.4% | 1,198 | 0.0% | 0.06% | -3.4% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $76,000 | +16.9% | 874 | 0.0% | 0.06% | +1.9% | |
PBCT | PEOPLES UTD FINL INC | $73,000 | +12.3% | 4,470 | 0.0% | 0.05% | -1.9% | |
GOOG | ALPHABET INCcap stk cl c | $70,000 | +12.9% | 60 | 0.0% | 0.05% | -3.8% | |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $70,000 | +29.6% | 700 | +16.7% | 0.05% | +11.1% |
OKE | ONEOK INC NEW | $68,000 | +30.8% | 970 | 0.0% | 0.05% | +14.0% | |
NOC | NORTHROP GRUMMAN CORP | $64,000 | +8.5% | 239 | 0.0% | 0.05% | -6.1% | |
NVDA | NVIDIA CORP | $63,000 | +34.0% | 350 | 0.0% | 0.04% | +15.4% | |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $60,000 | +9.1% | 1,039 | +0.9% | 0.04% | -6.5% |
FB | FACEBOOK INCcl a | $60,000 | +27.7% | 361 | 0.0% | 0.04% | +10.3% | |
GNW | GENWORTH FINL INC | $58,000 | -17.1% | 15,090 | 0.0% | 0.04% | -27.6% | |
AMT | Buy | AMERICAN TOWER CORP NEW | $58,000 | +31.8% | 292 | +5.8% | 0.04% | +13.5% |
POR | PORTLAND GEN ELEC CO | $57,000 | +14.0% | 1,100 | 0.0% | 0.04% | -2.4% | |
ISRG | New | INTUITIVE SURGICAL INC | $57,000 | – | 100 | +100.0% | 0.04% | – |
MET | METLIFE INC | $55,000 | +3.8% | 1,300 | 0.0% | 0.04% | -9.1% | |
TIP | ISHARES TRtips bd etf | $56,000 | +3.7% | 493 | 0.0% | 0.04% | -11.1% | |
DVY | ISHARES TRselect divid etf | $54,000 | +10.2% | 550 | 0.0% | 0.04% | -4.9% | |
PNC | PNC FINL SVCS GROUP INC | $54,000 | +5.9% | 439 | 0.0% | 0.04% | -7.1% | |
SSNC | SS&C TECHNOLOGIES HLDGS INC | $51,000 | +41.7% | 800 | 0.0% | 0.04% | +23.3% | |
LUV | SOUTHWEST AIRLS CO | $52,000 | +13.0% | 1,000 | 0.0% | 0.04% | -2.6% | |
WEC | WEC ENERGY GROUP INC | $51,000 | +13.3% | 650 | 0.0% | 0.04% | 0.0% | |
VOO | VANGUARD INDEX FDS | $52,000 | +13.0% | 200 | 0.0% | 0.04% | -2.6% | |
ENB | Sell | ENBRIDGE INC | $51,000 | +15.9% | 1,396 | -0.4% | 0.04% | 0.0% |
ACIA | ACACIA COMMUNICATIONS INC | $52,000 | +52.9% | 900 | 0.0% | 0.04% | +32.1% | |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $50,000 | -5.7% | 1,200 | -14.3% | 0.04% | -18.2% |
PAYC | PAYCOM SOFTWARE INC | $47,000 | +51.6% | 250 | 0.0% | 0.03% | +30.8% | |
FTV | FORTIVE CORP | $46,000 | +24.3% | 550 | 0.0% | 0.03% | +6.5% | |
PRU | PRUDENTIAL FINL INC | $46,000 | +12.2% | 500 | 0.0% | 0.03% | -2.9% | |
AMGN | AMGEN INC | $45,000 | -4.3% | 239 | 0.0% | 0.03% | -17.9% | |
YETI | New | YETI HLDGS INC | $45,000 | – | 1,500 | +100.0% | 0.03% | – |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $44,000 | +15.8% | 549 | 0.0% | 0.03% | 0.0% | |
SPLV | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $45,000 | +12.5% | 850 | 0.0% | 0.03% | -3.0% | |
AJG | Buy | GALLAGHER ARTHUR J & CO | $45,000 | +800.0% | 574 | +675.7% | 0.03% | +700.0% |
VUG | VANGUARD INDEX FDSgrowth etf | $42,000 | +16.7% | 270 | 0.0% | 0.03% | 0.0% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $42,000 | +5.0% | 700 | 0.0% | 0.03% | -9.1% | |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $40,000 | +14.3% | 726 | 0.0% | 0.03% | 0.0% | |
FDL | FIRST TR MORNINGSTAR DIV LEA | $39,000 | +11.4% | 1,300 | 0.0% | 0.03% | -3.4% | |
WU | WESTERN UN CO | $37,000 | +8.8% | 2,000 | 0.0% | 0.03% | -3.6% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $37,000 | +8.8% | 682 | 0.0% | 0.03% | -3.6% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $38,000 | +26.7% | 800 | 0.0% | 0.03% | +8.0% | |
PSXP | PHILLIPS 66 PARTNERS LP | $37,000 | +27.6% | 700 | 0.0% | 0.03% | +12.5% | |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $37,000 | +42.3% | 231 | +15.5% | 0.03% | +22.7% |
XLNX | XILINX INC | $38,000 | +46.2% | 300 | 0.0% | 0.03% | +22.7% | |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $36,000 | -5.3% | 500 | -16.7% | 0.03% | -18.8% |
AX | AXOS FINL INC | $35,000 | +16.7% | 1,200 | 0.0% | 0.02% | 0.0% | |
DVA | DAVITA INC | $33,000 | +6.5% | 600 | 0.0% | 0.02% | -7.7% | |
ITW | Buy | ILLINOIS TOOL WKS INC | $34,000 | +580.0% | 239 | +512.8% | 0.02% | +500.0% |
DUC | DUFF & PHELPS UTIL CORP BD T | $34,000 | +3.0% | 3,971 | 0.0% | 0.02% | -11.1% | |
IWD | ISHARES TRrus 1000 val etf | $32,000 | +10.3% | 261 | 0.0% | 0.02% | -4.2% | |
AGNC | AGNC INVT CORP | $31,000 | +3.3% | 1,730 | 0.0% | 0.02% | -12.0% | |
ATTU | New | ATTUNITY LTD | $30,000 | – | 1,300 | +100.0% | 0.02% | – |
ES | EVERSOURCE ENERGY | $31,000 | +10.7% | 434 | 0.0% | 0.02% | -4.3% | |
EVRG | EVERGY INC | $31,000 | 0.0% | 538 | 0.0% | 0.02% | -15.4% | |
TMST | TIMKENSTEEL CORP | $31,000 | +24.0% | 2,881 | 0.0% | 0.02% | +4.8% | |
SHOP | SHOPIFY INCcl a | $31,000 | +47.6% | 150 | 0.0% | 0.02% | +29.4% | |
OTEX | OPEN TEXT CORP | $31,000 | +19.2% | 800 | 0.0% | 0.02% | 0.0% | |
TD | TORONTO DOMINION BK ONT | $31,000 | +10.7% | 565 | 0.0% | 0.02% | -4.3% | |
NOK | New | NOKIA CORPsponsored adr | $29,000 | – | 5,000 | +100.0% | 0.02% | – |
URI | UNITED RENTALS INC | $29,000 | +11.5% | 250 | 0.0% | 0.02% | -4.5% | |
MSB | MESABI TRctf ben int | $29,000 | +20.8% | 1,000 | 0.0% | 0.02% | +5.0% | |
QCOM | New | QUALCOMM INC | $29,000 | – | 500 | +100.0% | 0.02% | – |
BAX | BAXTER INTL INC | $29,000 | +20.8% | 360 | 0.0% | 0.02% | +5.0% | |
CAT | CATERPILLAR INC DEL | $28,000 | +3.7% | 210 | 0.0% | 0.02% | -9.1% | |
CRM | SALESFORCE COM INC | $28,000 | +16.7% | 174 | 0.0% | 0.02% | 0.0% | |
TJX | TJX COS INC NEW | $27,000 | +22.7% | 500 | 0.0% | 0.02% | +5.6% | |
ADBE | ADOBE INC | $27,000 | +17.4% | 100 | 0.0% | 0.02% | 0.0% | |
BERY | Buy | BERRY GLOBAL GROUP INC | $27,000 | +92.9% | 500 | +66.7% | 0.02% | +58.3% |
CIM | CHIMERA INVT CORP | $26,000 | +4.0% | 1,385 | 0.0% | 0.02% | -9.5% | |
D | Buy | DOMINION ENERGY INC | $27,000 | +145.5% | 350 | +133.3% | 0.02% | +111.1% |
MCK | New | MCKESSON CORP | $27,000 | – | 230 | +100.0% | 0.02% | – |
DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $26,000 | +13.0% | 100 | 0.0% | 0.02% | 0.0% | |
PPL | PPL CORP | $25,000 | +8.7% | 800 | 0.0% | 0.02% | -5.3% | |
PGX | INVESCO EXCHNG TRADED FD TRpfd etf | $25,000 | +8.7% | 1,700 | 0.0% | 0.02% | -5.3% | |
O | REALTY INCOME CORP | $24,000 | +14.3% | 330 | 0.0% | 0.02% | 0.0% | |
BP | Sell | BP PLCsponsored adr | $22,000 | -74.1% | 500 | -77.8% | 0.02% | -77.5% |
SYY | Buy | SYSCO CORP | $22,000 | +22.2% | 327 | +15.1% | 0.02% | +6.7% |
CMS | CMS ENERGY CORP | $22,000 | +10.0% | 400 | 0.0% | 0.02% | -5.9% | |
NLY | ANNALY CAP MGMT INC | $22,000 | 0.0% | 2,237 | 0.0% | 0.02% | -11.1% | |
DHS | WISDOMTREE TRus high dividend | $22,000 | +10.0% | 300 | 0.0% | 0.02% | -5.9% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $21,000 | +16.7% | 200 | 0.0% | 0.02% | 0.0% | |
DTN | WISDOMTREE TRus divid ex fncl | $21,000 | +10.5% | 250 | 0.0% | 0.02% | -6.2% | |
EXEL | New | EXELIXIS INC | $21,000 | – | 900 | +100.0% | 0.02% | – |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $21,000 | +10.5% | 504 | 0.0% | 0.02% | -6.2% | |
PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $20,000 | – | 800 | +100.0% | 0.01% | – |
ALXN | ALEXION PHARMACEUTICALS INC | $20,000 | +33.3% | 150 | 0.0% | 0.01% | +16.7% | |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $19,000 | +26.7% | 341 | +13.7% | 0.01% | +16.7% |
TWO | TWO HBRS INVT CORP | $20,000 | +5.3% | 1,500 | 0.0% | 0.01% | -12.5% | |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $18,000 | +157.1% | 981 | +157.5% | 0.01% | +116.7% |
LNC | LINCOLN NATL CORP IND | $18,000 | +20.0% | 300 | 0.0% | 0.01% | +8.3% | |
BKCC | BLACKROCK CAPITAL INVESTMENT | $18,000 | +12.5% | 3,000 | 0.0% | 0.01% | 0.0% | |
RGNX | REGENXBIO INC | $17,000 | +30.8% | 300 | 0.0% | 0.01% | +9.1% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $17,000 | +13.3% | 325 | 0.0% | 0.01% | 0.0% | |
MO | New | ALTRIA GROUP INC | $17,000 | – | 300 | +100.0% | 0.01% | – |
KEY | KEYCORP NEW | $16,000 | +6.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
ANET | ARISTA NETWORKS INC | $16,000 | +45.5% | 50 | 0.0% | 0.01% | +33.3% | |
IVV | Buy | ISHARES TRcore s&p500 etf | $16,000 | +300.0% | 58 | +314.3% | 0.01% | +300.0% |
ISCA | INTERNATIONAL SPEEDWAY CORPcl a | $17,000 | -5.6% | 400 | 0.0% | 0.01% | -20.0% | |
DBD | DIEBOLD NXDF INC | $17,000 | +325.0% | 1,500 | 0.0% | 0.01% | +300.0% | |
ICL | ISRAEL CHEMICALS LTD | $16,000 | -5.9% | 3,000 | 0.0% | 0.01% | -14.3% | |
QDF | FLEXSHARES TRqualt divd idx | $16,000 | +14.3% | 350 | 0.0% | 0.01% | 0.0% | |
BK | BANK NEW YORK MELLON CORP | $15,000 | +7.1% | 300 | 0.0% | 0.01% | -8.3% | |
SGEN | SEATTLE GENETICS INC | $15,000 | +36.4% | 200 | 0.0% | 0.01% | +22.2% | |
WY | WEYERHAEUSER CO | $15,000 | +25.0% | 564 | 0.0% | 0.01% | +10.0% | |
WATT | Sell | ENERGOUS CORP | $15,000 | -44.4% | 2,300 | -51.2% | 0.01% | -50.0% |
EXC | EXELON CORP | $15,000 | +7.1% | 300 | 0.0% | 0.01% | -8.3% | |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $15,000 | +7.1% | 100 | 0.0% | 0.01% | -8.3% | |
IJH | Buy | ISHARES TRcore s&p mcp etf | $15,000 | +25.0% | 80 | +6.7% | 0.01% | +10.0% |
CELG | CELGENE CORP | $15,000 | +50.0% | 159 | 0.0% | 0.01% | +37.5% | |
DLN | WISDOMTREE TRus largecap divd | $14,000 | +7.7% | 150 | 0.0% | 0.01% | -9.1% | |
PFM | INVESCO EXCHANGE TRADED FD Tdivid achievev | $14,000 | +16.7% | 500 | 0.0% | 0.01% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $14,000 | +16.7% | 75 | 0.0% | 0.01% | 0.0% | |
UPS | UNITED PARCEL SERVICE INCcl b | $14,000 | +16.7% | 125 | 0.0% | 0.01% | 0.0% | |
HDV | ISHARES TRcore high dv etf | $14,000 | +7.7% | 150 | 0.0% | 0.01% | -9.1% | |
DNP | Buy | DNP SELECT INCOME FD | $14,000 | +16.7% | 1,194 | +1.9% | 0.01% | 0.0% |
DTD | WISDOMTREE TRus total dividnd | $14,000 | +7.7% | 150 | 0.0% | 0.01% | -9.1% | |
RJF | RAYMOND JAMES FINANCIAL INC | $14,000 | +7.7% | 168 | 0.0% | 0.01% | -9.1% | |
IBM | INTERNATIONAL BUSINESS MACHS | $14,000 | +27.3% | 100 | 0.0% | 0.01% | +11.1% | |
MRCY | New | MERCURY SYS INC | $13,000 | – | 200 | +100.0% | 0.01% | – |
MEDP | New | MEDPACE HLDGS INC | $12,000 | – | 200 | +100.0% | 0.01% | – |
PNBK | PATRIOT NATL BANCORP INC | $12,000 | +9.1% | 800 | 0.0% | 0.01% | 0.0% | |
ROOF | INDEXIQ ETF TRus rl est smcp | $13,000 | +18.2% | 500 | 0.0% | 0.01% | 0.0% | |
ROKU | ROKU INC | $13,000 | +116.7% | 200 | 0.0% | 0.01% | +80.0% | |
SRPT | SAREPTA THERAPEUTICS INC | $12,000 | +9.1% | 100 | 0.0% | 0.01% | 0.0% | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $12,000 | +9.1% | 274 | 0.0% | 0.01% | 0.0% | |
GWPH | GW PHARMACEUTICALS PLCads | $13,000 | +62.5% | 80 | 0.0% | 0.01% | +28.6% | |
DG | DOLLAR GEN CORP NEW | $12,000 | +9.1% | 100 | 0.0% | 0.01% | 0.0% | |
TPOR | New | DIREXION SHS ETF TRdaily trans 3x | $13,000 | – | 500 | +100.0% | 0.01% | – |
UL | UNILEVER PLCspon adr new | $12,000 | +20.0% | 200 | 0.0% | 0.01% | +12.5% | |
COP | CONOCOPHILLIPS | $13,000 | +8.3% | 200 | 0.0% | 0.01% | -10.0% | |
CC | CHEMOURS CO | $12,000 | +33.3% | 323 | 0.0% | 0.01% | +28.6% | |
CSQ | CALAMOS STRATEGIC TOTL RETN | $12,000 | +9.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $12,000 | +20.0% | 500 | 0.0% | 0.01% | +12.5% | |
ACAD | ACADIA PHARMACEUTICALS INC | $13,000 | +62.5% | 500 | 0.0% | 0.01% | +28.6% | |
QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $11,000 | +10.0% | 500 | 0.0% | 0.01% | 0.0% | |
CREE | CREE INC | $11,000 | +22.2% | 200 | 0.0% | 0.01% | +14.3% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $11,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% | |
LPT | LIBERTY PPTY TRsh ben int | $10,000 | +25.0% | 200 | 0.0% | 0.01% | 0.0% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $10,000 | +25.0% | 139 | 0.0% | 0.01% | 0.0% | |
DISH | Sell | DISH NETWORK CORPcl a | $10,000 | -33.3% | 300 | -50.0% | 0.01% | -41.7% |
AGN | ALLERGAN PLC | $10,000 | +11.1% | 66 | 0.0% | 0.01% | 0.0% | |
SO | New | SOUTHERN CO | $10,000 | – | 200 | +100.0% | 0.01% | – |
BYD | New | BOYD GAMING CORP | $10,000 | – | 375 | +100.0% | 0.01% | – |
NWBI | NORTHWEST BANCSHARES INC MD | $8,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% | |
IP | INTL PAPER CO | $9,000 | +12.5% | 200 | 0.0% | 0.01% | -14.3% | |
EA | ELECTRONIC ARTS INC | $8,000 | +33.3% | 80 | 0.0% | 0.01% | +20.0% | |
SBH | SALLY BEAUTY HLDGS INC | $9,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% | |
ANIK | ANIKA THERAPEUTICS INC | $9,000 | -10.0% | 300 | 0.0% | 0.01% | -25.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $8,000 | +14.3% | 100 | 0.0% | 0.01% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $8,000 | +14.3% | 500 | 0.0% | 0.01% | 0.0% | |
FLXN | Buy | FLEXION THERAPEUTICS INC | $9,000 | +50.0% | 700 | +40.0% | 0.01% | +20.0% |
BXP | BOSTON PROPERTIES INC | $9,000 | +12.5% | 67 | 0.0% | 0.01% | -14.3% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $8,000 | +300.0% | 30 | +200.0% | 0.01% | +200.0% |
WELL | WELLTOWER INC | $8,000 | +14.3% | 100 | 0.0% | 0.01% | 0.0% | |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $8,000 | – | 95 | +100.0% | 0.01% | – |
BKNG | BOOKING HLDGS INC | $9,000 | 0.0% | 5 | 0.0% | 0.01% | -14.3% | |
TEL | TE CONNECTIVITY LTD | $8,000 | 0.0% | 100 | 0.0% | 0.01% | -14.3% | |
SPOT | SPOTIFY TECHNOLOGY S A | $7,000 | +16.7% | 50 | 0.0% | 0.01% | 0.0% | |
ZTS | ZOETIS INCcl a | $7,000 | +16.7% | 71 | 0.0% | 0.01% | 0.0% | |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $7,000 | – | 75 | +100.0% | 0.01% | – |
BDX | BECTON DICKINSON & CO | $7,000 | +16.7% | 27 | 0.0% | 0.01% | 0.0% | |
PH | PARKER HANNIFIN CORP | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
SHW | New | SHERWIN WILLIAMS CO | $6,000 | – | 13 | +100.0% | 0.00% | – |
FIVN | New | FIVE9 INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
SPLK | SPLUNK INC | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
FIF | Buy | FIRST TR ENERGY INFRASTRCTR | $6,000 | +20.0% | 406 | +1.5% | 0.00% | 0.0% |
ALKS | ALKERMES PLC | $5,000 | +25.0% | 150 | 0.0% | 0.00% | +33.3% | |
HUM | Buy | HUMANA INC | $6,000 | +100.0% | 23 | +155.6% | 0.00% | +100.0% |
TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $5,000 | – | 266 | +100.0% | 0.00% | – |
ANTM | New | ANTHEM INC | $5,000 | – | 16 | +100.0% | 0.00% | – |
TROW | PRICE T ROWE GROUP INC | $5,000 | +25.0% | 48 | 0.0% | 0.00% | +33.3% | |
WAB | New | WABTEC CORP | $6,000 | – | 87 | +100.0% | 0.00% | – |
GSLC | Buy | GOLDMAN SACHS ETF TRequity etf | $5,000 | +400.0% | 82 | +182.8% | 0.00% | +300.0% |
XOP | SPDR SERIES TRUSTs&p oilgas exp | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
BTU | PEABODY ENERGY CORP NEW | $6,000 | 0.0% | 197 | 0.0% | 0.00% | -20.0% | |
GS | GOLDMAN SACHS GROUP INC | $4,000 | +33.3% | 20 | 0.0% | 0.00% | +50.0% | |
HLT | New | HILTON WORLDWIDE HLDGS INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
IR | INGERSOLL-RAND PLC | $4,000 | +33.3% | 34 | 0.0% | 0.00% | +50.0% | |
SGH | SMART GLOBAL HLDGS INC | $4,000 | -33.3% | 200 | 0.0% | 0.00% | -40.0% | |
LEG | LEGGETT & PLATT INC | $4,000 | +33.3% | 95 | 0.0% | 0.00% | +50.0% | |
VFC | V F CORP | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
BBT | BB&T CORP | $4,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
CLNE | CLEAN ENERGY FUELS CORP | $3,000 | +50.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
STI | New | SUNTRUST BKS INC | $3,000 | – | 59 | +100.0% | 0.00% | – |
PLD | New | PROLOGIS INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $3,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
MCHP | Sell | MICROCHIP TECHNOLOGY INC | $3,000 | -57.1% | 37 | -63.0% | 0.00% | -66.7% |
VFH | New | VANGUARD WORLD FDSfinancials etf | $3,000 | – | 44 | +100.0% | 0.00% | – |
ORBC | ORBCOMM INC | $3,000 | -25.0% | 500 | 0.0% | 0.00% | -33.3% | |
IEI | New | ISHARES TR3 7 yr treas bd | $3,000 | – | 26 | +100.0% | 0.00% | – |
REET | Buy | ISHARES TRglobal reit etf | $3,000 | +50.0% | 126 | +93.8% | 0.00% | 0.0% |
BATRA | New | LIBERTY MEDIA CORP DELAWARE | $3,000 | – | 100 | +100.0% | 0.00% | – |
ROIC | RETAIL OPPORTUNITY INVTS COR | $3,000 | +50.0% | 150 | 0.0% | 0.00% | 0.0% | |
AUY | YAMANA GOLD INC | $3,000 | +50.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
PTY | PIMCO CORPORATE & INCOME OPP | $1,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,000 | – | 19 | +100.0% | 0.00% | – |
IBB | New | ISHARES TRnasdaq biotech | $1,000 | – | 8 | +100.0% | 0.00% | – |
HPQ | HP INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
NWPX | NORTHWEST PIPE CO | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
DON | WISDOMTREE TRus midcap divid | $2,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% | |
UN | UNILEVER N V | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | – | 52 | +100.0% | 0.00% | – |
INTF | New | ISHARES TRmultifactor intl | $1,000 | – | 35 | +100.0% | 0.00% | – |
DELL | New | DELL TECHNOLOGIES INCcl c | $1,000 | – | 19 | +100.0% | 0.00% | – |
GEM | New | GOLDMAN SACHS ETF TRactivebeta eme | $1,000 | – | 29 | +100.0% | 0.00% | – |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | – | 30 | +100.0% | 0.00% | – |
HOV | New | HOVNANIAN ENTERPRISES INCcl a new | $2,000 | – | 200 | +100.0% | 0.00% | – |
TDIV | FIRST TR EXCHANGE TRADED FDnasd tech div | $2,000 | 0.0% | 59 | 0.0% | 0.00% | -50.0% | |
FCEL | FUELCELL ENERGY INC | $1,000 | -50.0% | 3,000 | 0.0% | 0.00% | -50.0% | |
XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | – | 27 | +100.0% | 0.00% | – |
ALLE | ALLEGION PUB LTD CO | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
ASIX | ADVANSIX INC | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,000 | – | 15 | +100.0% | 0.00% | – |
NG | NOVAGOLD RES INC | $1,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% | |
DEM | WISDOMTREE TRemer mkt high fd | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
VGT | New | VANGUARD WORLD FDSinf tech etf | $2,000 | – | 11 | +100.0% | 0.00% | – |
GMWSB | GENERAL MTRS CO*w exp 07/10/201 | $2,000 | 0.0% | 122 | 0.0% | 0.00% | -50.0% | |
BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
RBS | ROYAL BK SCOTLAND GROUP PLCspons adr 2 ord | $1,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
GLD | Sell | SPDR GOLD TRUST | $1,000 | -83.3% | 11 | -76.1% | 0.00% | -80.0% |
XLC | New | SELECT SECTOR SPDR TR | $1,000 | – | 27 | +100.0% | 0.00% | – |
GM | GENERAL MTRS CO | $0 | – | 2 | 0.0% | 0.00% | – | |
PGNX | PROGENICS PHARMACEUTICALS IN | $0 | – | 10 | 0.0% | 0.00% | – | |
TMQ | TRILOGY METALS INC NEW | $0 | – | 45 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $0 | – | 30 | 0.0% | 0.00% | – | |
CVM | CEL SCI CORP | $0 | – | 40 | 0.0% | 0.00% | – | |
BCLI | BRAINSTORM CELL THERAPEUTICS | $0 | – | 100 | 0.0% | 0.00% | – | |
VRTV | VERITIV CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $0 | – | 25 | 0.0% | 0.00% | – | |
KOPN | KOPIN CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 23 | 0.0% | 0.00% | – | |
ADNT | ADIENT PLC | $0 | – | 9 | 0.0% | 0.00% | – | |
SNECQ | Exit | SANCHEZ ENERGY CORP | $0 | – | -700 | -100.0% | 0.00% | – |
KIE | New | SPDR SERIES TRUSTs&p ins etf | $0 | – | 11 | +100.0% | 0.00% | – |
GTX | Sell | GARRETT MOTION INC | $0 | -100.0% | 15 | -81.2% | 0.00% | -100.0% |
HMNY | Exit | HELIOS & MATHESON ANALYTICS | $0 | – | -60,000 | -100.0% | -0.00% | – |
HOV | Exit | HOVNANIAN ENTERPRISES INCcl a | $0 | – | -5,000 | -100.0% | -0.00% | – |
SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -200 | -100.0% | -0.00% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -51 | -100.0% | -0.00% | – |
ACM | Exit | AECOM | $0 | – | -200 | -100.0% | -0.00% | – |
DNRCQ | Exit | DENBURY RES INC | $0 | – | -3,600 | -100.0% | -0.01% | – |
XAR | Exit | SPDR SERIES TRUSTaerospace def | $0 | – | -90 | -100.0% | -0.01% | – |
HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -625 | -100.0% | -0.01% | – |
SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -53 | -100.0% | -0.01% | – |
MED | Exit | MEDIFAST INC | $0 | – | -100 | -100.0% | -0.01% | – |
SCG | Exit | SCANA CORP NEW | $0 | – | -300 | -100.0% | -0.01% | – |
HQY | Exit | HEALTHEQUITY INC | $0 | – | -240 | -100.0% | -0.01% | – |
HFC | Exit | HOLLYFRONTIER CORP | $0 | – | -300 | -100.0% | -0.01% | – |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -217 | -100.0% | -0.01% | – |
ILMN | Exit | ILLUMINA INC | $0 | – | -100 | -100.0% | -0.02% | – |
CM | Exit | CDN IMPERIAL BK COMM TORONTO | $0 | – | -400 | -100.0% | -0.02% | – |
RAD | Exit | RITE AID CORP | $0 | – | -228,372 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITEDHEALTH GROUP INC | 39 | Q3 2023 | 9.8% |
NEXTERA ENERGY INC | 39 | Q3 2023 | 9.7% |
PEPSICO INC | 39 | Q3 2023 | 5.6% |
JOHNSON & JOHNSON | 39 | Q3 2023 | 6.6% |
MICROSOFT CORP | 39 | Q3 2023 | 10.6% |
HORMEL FOODS CORP | 39 | Q3 2023 | 5.3% |
SMUCKER J M CO | 39 | Q3 2023 | 6.0% |
APPLE INC | 39 | Q3 2023 | 6.3% |
ABBOTT LABS | 39 | Q3 2023 | 4.0% |
ABBVIE INC | 39 | Q3 2023 | 3.3% |
View MARK SHEPTOFF FINANCIAL PLANNING, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-10 |
View MARK SHEPTOFF FINANCIAL PLANNING, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.