$159 Million is the total value of MARK SHEPTOFF FINANCIAL PLANNING, LLC's 370 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 16.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NEE | Sell | NEXTERA ENERGY INC | $12,520,000 | +3.7% | 51,701 | -0.2% | 7.88% | -3.1% |
UNH | Sell | UNITEDHEALTH GROUP INC | $10,830,000 | +33.7% | 36,839 | -1.1% | 6.82% | +24.9% |
MSFT | Buy | MICROSOFT CORP | $8,331,000 | +25.4% | 52,829 | +10.5% | 5.24% | +17.1% |
PEP | Sell | PEPSICO INC | $8,149,000 | -1.6% | 59,627 | -1.2% | 5.13% | -8.1% |
HRL | Sell | HORMEL FOODS CORP | $6,421,000 | +2.4% | 142,343 | -0.8% | 4.04% | -4.4% |
T | Buy | AT&T INC | $6,264,000 | +5.8% | 160,285 | +2.4% | 3.94% | -1.2% |
JNJ | Sell | JOHNSON & JOHNSON | $5,182,000 | -30.2% | 35,522 | -38.1% | 3.26% | -34.9% |
VEEV | Buy | VEEVA SYS INC | $4,417,000 | -5.5% | 31,400 | +2.6% | 2.78% | -11.7% |
ABT | Sell | ABBOTT LABS | $4,406,000 | +2.2% | 50,722 | -1.6% | 2.77% | -4.6% |
RTN | Buy | RAYTHEON CO | $4,371,000 | +12.6% | 19,890 | +0.5% | 2.75% | +5.1% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $4,078,000 | -13.3% | 21,490 | -5.3% | 2.57% | -19.0% |
AAPL | Buy | APPLE INC | $3,662,000 | +37.9% | 12,472 | +5.2% | 2.31% | +28.8% |
HON | Buy | HONEYWELL INTL INC | $2,895,000 | +19.6% | 16,357 | +14.3% | 1.82% | +11.7% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $2,741,000 | +22.3% | 28,997 | +21.2% | 1.73% | +14.2% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $2,693,000 | +93.5% | 17,981 | +76.3% | 1.70% | +80.6% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $2,681,000 | +0.2% | 48,683 | +0.6% | 1.69% | -6.4% |
CVS | Buy | CVS HEALTH CORP | $2,650,000 | +22.6% | 35,676 | +4.1% | 1.67% | +14.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,627,000 | -0.9% | 11,600 | -8.9% | 1.65% | -7.4% |
SJM | Sell | SMUCKER J M CO | $2,616,000 | -5.6% | 25,127 | -0.2% | 1.65% | -11.8% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $2,324,000 | +0.2% | 18,920 | +1.3% | 1.46% | -6.5% |
V | Sell | VISA INC | $2,284,000 | +8.3% | 12,156 | -0.8% | 1.44% | +1.2% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,924,000 | +46.8% | 8,787 | +13.6% | 1.21% | +37.0% |
ABBV | ABBVIE INC | $1,886,000 | +16.9% | 21,298 | 0.0% | 1.19% | +9.1% | |
LHX | L3HARRIS TECHNOLOGIES INC | $1,625,000 | -5.1% | 8,213 | 0.0% | 1.02% | -11.4% | |
PFE | Sell | PFIZER INC | $1,526,000 | +6.6% | 38,954 | -2.3% | 0.96% | -0.5% |
LMT | LOCKHEED MARTIN CORP | $1,502,000 | -0.1% | 3,857 | 0.0% | 0.95% | -6.7% | |
PYPL | PAYPAL HLDGS INC | $1,499,000 | +4.5% | 13,855 | 0.0% | 0.94% | -2.5% | |
KO | Buy | COCA COLA CO | $1,494,000 | +3.8% | 26,993 | +2.1% | 0.94% | -3.1% |
VIG | Sell | VANGUARD GROUPdiv app etf | $1,450,000 | -5.2% | 11,628 | -9.1% | 0.91% | -11.5% |
GD | Buy | GENERAL DYNAMICS CORP | $1,429,000 | -3.2% | 8,104 | +0.4% | 0.90% | -9.5% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,336,000 | +0.3% | 21,763 | -1.4% | 0.84% | -6.3% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,294,000 | -4.5% | 4,020 | -11.9% | 0.82% | -10.8% |
GE | Buy | GENERAL ELECTRIC CO | $1,268,000 | +5663.6% | 113,600 | +4444.0% | 0.80% | +5220.0% |
HD | Buy | HOME DEPOT INC | $1,207,000 | -4.1% | 5,527 | +1.8% | 0.76% | -10.5% |
TKR | TIMKEN CO | $1,111,000 | +29.3% | 19,738 | 0.0% | 0.70% | +20.7% | |
PG | Sell | PROCTER & GAMBLE CO | $1,105,000 | -0.2% | 8,847 | -0.6% | 0.70% | -6.7% |
MRK | Buy | MERCK & CO INC | $1,064,000 | +26.8% | 11,694 | +17.3% | 0.67% | +18.4% |
TSLA | Buy | TESLA INC | $1,054,000 | +195.2% | 2,519 | +70.0% | 0.66% | +175.5% |
CLX | CLOROX CO DEL | $906,000 | +1.1% | 5,900 | 0.0% | 0.57% | -5.6% | |
COST | Buy | COSTCO WHSL CORP NEW | $855,000 | +5.6% | 2,910 | +3.6% | 0.54% | -1.5% |
CMCSA | Buy | COMCAST CORP NEWcl a | $845,000 | +1.4% | 18,781 | +1.7% | 0.53% | -5.3% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $789,000 | +321.9% | 3,718 | +232.6% | 0.50% | +294.4% |
COO | COOPER COS INC | $771,000 | +8.1% | 2,401 | 0.0% | 0.48% | +0.8% | |
NVS | Sell | NOVARTIS A Gsponsored adr | $766,000 | +6.5% | 8,090 | -2.2% | 0.48% | -0.6% |
TTC | Buy | TORO CO | $764,000 | +9.0% | 9,591 | +0.3% | 0.48% | +1.7% |
HIG | Sell | HARTFORD FINL SVCS GROUP INC | $672,000 | -6.4% | 11,059 | -6.7% | 0.42% | -12.6% |
SO | Sell | SOUTHERN CO | $629,000 | -3.7% | 9,875 | -6.6% | 0.40% | -10.0% |
EL | Buy | LAUDER ESTEE COS INCcl a | $616,000 | +13.4% | 2,981 | +9.2% | 0.39% | +6.0% |
MMM | 3M CO | $607,000 | +7.4% | 3,438 | 0.0% | 0.38% | +0.3% | |
NEO | Sell | NEOGENOMICS INC | $600,000 | +46.0% | 20,500 | -4.7% | 0.38% | +36.5% |
DIS | Buy | DISNEY WALT CO | $589,000 | +10.9% | 4,074 | +0.1% | 0.37% | +3.6% |
FAS | DIREXION SHS ETF TRdly fin bull new | $568,000 | +21.9% | 6,000 | 0.0% | 0.36% | +14.0% | |
CL | Sell | COLGATE PALMOLIVE CO | $567,000 | -8.7% | 8,242 | -2.4% | 0.36% | -14.8% |
TRV | Sell | TRAVELERS COMPANIES INC | $565,000 | -20.3% | 4,128 | -13.4% | 0.36% | -25.5% |
HEI | HEICO CORP NEW | $552,000 | -8.6% | 4,840 | 0.0% | 0.35% | -14.5% | |
CSX | CSX CORP | $532,000 | +4.5% | 7,350 | 0.0% | 0.34% | -2.3% | |
MU | MICRON TECHNOLOGY INC | $527,000 | +25.5% | 9,800 | 0.0% | 0.33% | +17.3% | |
XOM | Buy | EXXON MOBIL CORP | $513,000 | +0.2% | 7,354 | +1.4% | 0.32% | -6.4% |
LNT | Buy | ALLIANT ENERGY CORP | $440,000 | +44.3% | 8,050 | +42.5% | 0.28% | +34.5% |
KMB | KIMBERLY CLARK CORP | $431,000 | -3.1% | 3,134 | 0.0% | 0.27% | -9.7% | |
BX | BLACKSTONE GROUP INC | $431,000 | +14.6% | 7,700 | 0.0% | 0.27% | +6.7% | |
TXN | TEXAS INSTRS INC | $415,000 | -0.7% | 3,235 | 0.0% | 0.26% | -7.4% | |
DUK | DUKE ENERGY CORP NEW | $408,000 | -4.9% | 4,473 | 0.0% | 0.26% | -11.1% | |
KWR | Buy | QUAKER CHEM CORP | $400,000 | +4.2% | 2,429 | +0.0% | 0.25% | -2.7% |
WMT | Buy | WALMART INC | $387,000 | +27.7% | 3,256 | +27.4% | 0.24% | +19.6% |
CERN | CERNER CORP | $382,000 | +7.9% | 5,200 | 0.0% | 0.24% | +0.8% | |
WPC | W P CAREY INC | $379,000 | -10.6% | 4,733 | 0.0% | 0.24% | -16.4% | |
DHR | Buy | DANAHER CORPORATION | $349,000 | +22.0% | 2,277 | +15.2% | 0.22% | +14.0% |
JPM | Buy | JPMORGAN CHASE & CO | $347,000 | +298.9% | 2,490 | +236.5% | 0.22% | +269.5% |
JBL | New | JABIL INC | $341,000 | – | 8,251 | +100.0% | 0.22% | – |
CSCO | CISCO SYS INC | $323,000 | -3.0% | 6,740 | 0.0% | 0.20% | -9.8% | |
ED | CONSOLIDATED EDISON INC | $308,000 | -4.0% | 3,400 | 0.0% | 0.19% | -10.2% | |
AMZN | AMAZON COM INC | $301,000 | +6.4% | 163 | 0.0% | 0.19% | -0.5% | |
OGE | OGE ENERGY CORP | $294,000 | -2.0% | 6,600 | 0.0% | 0.18% | -8.4% | |
MA | MASTERCARD INCcl a | $294,000 | +10.1% | 985 | 0.0% | 0.18% | +2.8% | |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $292,000 | -5.8% | 4,950 | -1.0% | 0.18% | -12.0% |
MCD | Buy | MCDONALDS CORP | $291,000 | -1.4% | 1,475 | +7.3% | 0.18% | -8.0% |
UPLD | Sell | UPLAND SOFTWARE INC | $285,000 | -19.7% | 7,975 | -21.6% | 0.18% | -25.1% |
FISV | FISERV INC | $275,000 | +11.8% | 2,376 | 0.0% | 0.17% | +4.2% | |
MDT | MEDTRONIC PLC | $271,000 | +4.6% | 2,385 | 0.0% | 0.17% | -2.3% | |
AVA | AVISTA CORP | $264,000 | -0.8% | 5,500 | 0.0% | 0.17% | -7.3% | |
WM | WASTE MGMT INC DEL | $251,000 | -0.8% | 2,200 | 0.0% | 0.16% | -7.6% | |
VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $244,000 | +1.7% | 2,605 | -3.7% | 0.15% | -4.9% |
VLO | VALERO ENERGY CORP NEW | $237,000 | +9.7% | 2,536 | 0.0% | 0.15% | +2.1% | |
MMC | MARSH & MCLENNAN COS INC | $234,000 | +11.4% | 2,100 | 0.0% | 0.15% | +3.5% | |
PBCT | Buy | PEOPLES UTD FINL INC | $228,000 | +83.9% | 13,472 | +70.1% | 0.14% | +71.4% |
ENS | ENERSYS | $217,000 | +13.6% | 2,900 | 0.0% | 0.14% | +6.2% | |
WBS | Sell | WEBSTER FINL CORP CONN | $209,000 | -27.7% | 3,909 | -36.7% | 0.13% | -32.3% |
SR | SPIRE INC | $208,000 | -4.6% | 2,500 | 0.0% | 0.13% | -10.9% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $207,000 | +8.4% | 1,265 | 0.0% | 0.13% | +0.8% | |
INTC | INTEL CORP | $203,000 | +16.0% | 3,400 | 0.0% | 0.13% | +8.5% | |
DEO | DIAGEO P L Cspon adr new | $202,000 | +3.1% | 1,200 | 0.0% | 0.13% | -3.8% | |
NVDA | Buy | NVIDIA CORP | $200,000 | +227.9% | 850 | +142.9% | 0.13% | +207.3% |
BBBY | New | BED BATH & BEYOND INC | $195,000 | – | 11,300 | +100.0% | 0.12% | – |
BA | Sell | BOEING CO | $192,000 | -33.6% | 590 | -22.3% | 0.12% | -37.9% |
NSC | NORFOLK SOUTHERN CORP | $175,000 | +8.0% | 900 | 0.0% | 0.11% | +0.9% | |
CHK | Buy | CHESAPEAKE ENERGY CORP | $175,000 | -30.0% | 212,031 | +19.8% | 0.11% | -34.9% |
RAD | Sell | RITE AID CORP | $168,000 | +115.4% | 10,829 | -3.6% | 0.11% | +100.0% |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $166,000 | +31.7% | 2,585 | +4.4% | 0.10% | +23.5% |
ORLY | O REILLY AUTOMOTIVE INC NEW | $165,000 | +10.0% | 376 | 0.0% | 0.10% | +3.0% | |
CHD | CHURCH & DWIGHT INC | $155,000 | -6.6% | 2,200 | 0.0% | 0.10% | -12.5% | |
CTVA | Buy | CORTEVA INC | $153,000 | +59.4% | 5,178 | +50.3% | 0.10% | +47.7% |
BAC | BANK AMER CORP | $145,000 | +20.8% | 4,110 | 0.0% | 0.09% | +12.3% | |
SILK | New | SILK ROAD MEDICAL INC | $141,000 | – | 3,500 | +100.0% | 0.09% | – |
DD | Sell | DUPONT DE NEMOURS INC | $139,000 | -13.7% | 2,158 | -4.3% | 0.09% | -19.3% |
GPC | Buy | GENUINE PARTS CO | $138,000 | +22.1% | 1,300 | +14.4% | 0.09% | +14.5% |
GOOG | ALPHABET INCcap stk cl c | $136,000 | +9.7% | 102 | 0.0% | 0.09% | +2.4% | |
EBAY | EBAY INC | $130,000 | -7.1% | 3,600 | 0.0% | 0.08% | -12.8% | |
NOC | NORTHROP GRUMMAN CORP | $125,000 | -8.1% | 364 | 0.0% | 0.08% | -14.1% | |
DOW | Sell | DOW INC | $119,000 | +9.2% | 2,177 | -4.8% | 0.08% | +2.7% |
EOG | EOG RES INC | $117,000 | +12.5% | 1,400 | 0.0% | 0.07% | +5.7% | |
PSX | PHILLIPS 66 | $118,000 | +8.3% | 1,061 | 0.0% | 0.07% | +1.4% | |
GOOGL | ALPHABET INCcap stk cl a | $114,000 | +9.6% | 85 | 0.0% | 0.07% | +2.9% | |
LOW | LOWES COS INC | $112,000 | +8.7% | 937 | 0.0% | 0.07% | +2.9% | |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $111,000 | -63.7% | 520 | -67.9% | 0.07% | -66.0% |
MRCY | MERCURY SYS INC | $109,000 | -14.8% | 1,575 | 0.0% | 0.07% | -19.8% | |
FB | FACEBOOK INCcl a | $98,000 | +15.3% | 476 | 0.0% | 0.06% | +8.8% | |
CB | CHUBB LIMITED | $97,000 | -3.0% | 621 | 0.0% | 0.06% | -9.0% | |
DDOG | New | DATADOG INC | $96,000 | – | 2,550 | +100.0% | 0.06% | – |
VCYT | Buy | VERACYTE INC | $95,000 | +265.4% | 3,400 | +209.1% | 0.06% | +233.3% |
UNP | UNION PACIFIC CORP | $94,000 | +11.9% | 520 | 0.0% | 0.06% | +3.5% | |
DNKN | DUNKIN BRANDS GROUP INC | $91,000 | -4.2% | 1,200 | 0.0% | 0.06% | -10.9% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $81,000 | -1.2% | 874 | 0.0% | 0.05% | -7.3% | |
C | Sell | CITIGROUP INC | $79,000 | +6.8% | 990 | -7.4% | 0.05% | 0.0% |
BEAT | Buy | BIOTELEMETRY INC | $79,000 | +29.5% | 1,700 | +13.3% | 0.05% | +22.0% |
EMR | EMERSON ELEC CO | $76,000 | +13.4% | 1,000 | 0.0% | 0.05% | +6.7% | |
EPD | ENTERPRISE PRODS PARTNERS L | $76,000 | -1.3% | 2,700 | 0.0% | 0.05% | -7.7% | |
SDY | SPDR SERIES TRUSTs&p divid etf | $75,000 | +4.2% | 700 | 0.0% | 0.05% | -4.1% | |
PNC | PNC FINL SVCS GROUP INC | $70,000 | +12.9% | 439 | 0.0% | 0.04% | +4.8% | |
LULU | LULULEMON ATHLETICA INC | $70,000 | +20.7% | 300 | 0.0% | 0.04% | +12.8% | |
ADBE | ADOBE INC | $68,000 | +19.3% | 205 | 0.0% | 0.04% | +13.2% | |
EA | Sell | ELECTRONIC ARTS INC | $68,000 | -25.3% | 630 | -32.3% | 0.04% | -29.5% |
AMP | New | AMERIPRISE FINL INC | $67,000 | – | 400 | +100.0% | 0.04% | – |
GNW | GENWORTH FINL INC | $66,000 | 0.0% | 15,090 | 0.0% | 0.04% | -6.7% | |
PAYC | PAYCOM SOFTWARE INC | $66,000 | +26.9% | 250 | 0.0% | 0.04% | +20.0% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $67,000 | 0.0% | 1,039 | 0.0% | 0.04% | -6.7% | |
MET | METLIFE INC | $66,000 | +8.2% | 1,300 | 0.0% | 0.04% | +2.4% | |
AMT | AMERICAN TOWER CORP NEW | $67,000 | +3.1% | 292 | 0.0% | 0.04% | -4.5% | |
ZTS | ZOETIS INCcl a | $64,000 | +6.7% | 485 | 0.0% | 0.04% | 0.0% | |
WEC | WEC ENERGY GROUP INC | $60,000 | -3.2% | 650 | 0.0% | 0.04% | -9.5% | |
SHOP | SHOPIFY INCcl a | $60,000 | +27.7% | 150 | 0.0% | 0.04% | +18.8% | |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $61,000 | +13.0% | 650 | +8.3% | 0.04% | +5.6% |
POR | PORTLAND GEN ELEC CO | $61,000 | -1.6% | 1,100 | 0.0% | 0.04% | -9.5% | |
DVY | ISHARES TRselect divid etf | $58,000 | +3.6% | 550 | 0.0% | 0.04% | -2.6% | |
VOO | VANGUARD INDEX FDS | $59,000 | +7.3% | 200 | 0.0% | 0.04% | 0.0% | |
WU | WESTERN UN CO | $54,000 | +17.4% | 2,000 | 0.0% | 0.03% | +9.7% | |
LUV | SOUTHWEST AIRLS CO | $54,000 | 0.0% | 1,000 | 0.0% | 0.03% | -5.6% | |
SYY | SYSCO CORP | $54,000 | +8.0% | 632 | 0.0% | 0.03% | 0.0% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $52,000 | +18.2% | 800 | 0.0% | 0.03% | +10.0% | |
SPLV | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $50,000 | +2.0% | 850 | 0.0% | 0.03% | -6.1% | |
VUG | VANGUARD INDEX FDSgrowth etf | $49,000 | +8.9% | 270 | 0.0% | 0.03% | +3.3% | |
QCOM | QUALCOMM INC | $49,000 | +16.7% | 550 | 0.0% | 0.03% | +10.7% | |
PRU | PRUDENTIAL FINL INC | $47,000 | +4.4% | 500 | 0.0% | 0.03% | 0.0% | |
IWP | ISHARES TRrus md cp gr etf | $48,000 | +6.7% | 315 | 0.0% | 0.03% | 0.0% | |
DLTR | DOLLAR TREE INC | $47,000 | -17.5% | 500 | 0.0% | 0.03% | -21.1% | |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $44,000 | +7.3% | 726 | 0.0% | 0.03% | 0.0% | |
OKE | ONEOK INC NEW | $45,000 | +4.7% | 590 | 0.0% | 0.03% | -3.4% | |
ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $44,000 | – | 1,900 | +100.0% | 0.03% | – |
ES | EVERSOURCE ENERGY | $43,000 | 0.0% | 504 | 0.0% | 0.03% | -6.9% | |
PSXP | PHILLIPS 66 PARTNERS LP | $43,000 | +7.5% | 700 | 0.0% | 0.03% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $43,000 | +16.2% | 239 | 0.0% | 0.03% | +8.0% | |
ACB | Sell | AURORA CANNABIS INC | $43,000 | -84.1% | 19,700 | -68.0% | 0.03% | -85.2% |
FTV | FORTIVE CORP | $42,000 | +10.5% | 550 | 0.0% | 0.03% | 0.0% | |
URI | UNITED RENTALS INC | $42,000 | +35.5% | 250 | 0.0% | 0.03% | +23.8% | |
FDL | FIRST TR MORNINGSTAR DIV LEA | $42,000 | +5.0% | 1,300 | 0.0% | 0.03% | -3.7% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $41,000 | +5.1% | 682 | 0.0% | 0.03% | 0.0% | |
ADP | AUTOMATIC DATA PROCESSING IN | $39,000 | +5.4% | 231 | 0.0% | 0.02% | 0.0% | |
TIP | ISHARES TRtips bd etf | $38,000 | 0.0% | 328 | 0.0% | 0.02% | -7.7% | |
XLNX | XILINX INC | $36,000 | +2.9% | 369 | 0.0% | 0.02% | -4.2% | |
DUC | DUFF & PHELPS UTIL CORP BD T | $36,000 | -2.7% | 3,971 | 0.0% | 0.02% | -8.0% | |
EW | EDWARDS LIFESCIENCES CORP | $37,000 | +5.7% | 160 | 0.0% | 0.02% | -4.2% | |
AX | AXOS FINL INC | $36,000 | +9.1% | 1,200 | 0.0% | 0.02% | +4.5% | |
EVRG | EVERGY INC | $35,000 | -2.8% | 538 | 0.0% | 0.02% | -8.3% | |
OTEX | OPEN TEXT CORP | $35,000 | +6.1% | 800 | 0.0% | 0.02% | 0.0% | |
AMGN | AMGEN INC | $34,000 | +25.9% | 139 | 0.0% | 0.02% | +16.7% | |
TMO | THERMO FISHER SCIENTIFIC INC | $34,000 | +9.7% | 105 | 0.0% | 0.02% | 0.0% | |
TGT | TARGET CORP | $33,000 | +17.9% | 260 | 0.0% | 0.02% | +10.5% | |
AGNC | AGNC INVT CORP | $31,000 | +10.7% | 1,730 | 0.0% | 0.02% | +5.3% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $31,000 | -6.1% | 500 | 0.0% | 0.02% | -9.1% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $31,000 | +3.3% | 500 | 0.0% | 0.02% | 0.0% | |
ACN | Buy | ACCENTURE PLC IRELAND | $32,000 | +220.0% | 150 | +200.0% | 0.02% | +185.7% |
TJX | TJX COS INC NEW | $31,000 | +10.7% | 500 | 0.0% | 0.02% | +5.3% | |
TD | TORONTO DOMINION BK ONT | $32,000 | -3.0% | 565 | 0.0% | 0.02% | -9.1% | |
ENB | Sell | ENBRIDGE INC | $32,000 | -15.8% | 796 | -27.4% | 0.02% | -23.1% |
BAX | BAXTER INTL INC | $30,000 | -3.2% | 360 | 0.0% | 0.02% | -9.5% | |
DVA | DAVITA INC | $30,000 | +30.4% | 400 | 0.0% | 0.02% | +18.8% | |
DAVA | Sell | ENDAVA PLCads | $28,000 | -6.7% | 600 | -25.0% | 0.02% | -10.0% |
CIM | CHIMERA INVT CORP | $28,000 | +3.7% | 1,385 | 0.0% | 0.02% | 0.0% | |
PPL | PPL CORP | $29,000 | +16.0% | 800 | 0.0% | 0.02% | +5.9% | |
DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $29,000 | +7.4% | 100 | 0.0% | 0.02% | 0.0% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $29,000 | +26.1% | 504 | 0.0% | 0.02% | +12.5% | |
ROKU | ROKU INC | $27,000 | +35.0% | 200 | 0.0% | 0.02% | +30.8% | |
DT | New | DYNATRACE INC | $25,000 | – | 1,000 | +100.0% | 0.02% | – |
PGX | INVESCO EXCHNG TRADED FD TRpfd etf | $26,000 | 0.0% | 1,700 | 0.0% | 0.02% | -11.1% | |
CMS | CMS ENERGY CORP | $25,000 | -3.8% | 400 | 0.0% | 0.02% | -11.1% | |
LPT | LIBERTY PPTY TRsh ben int | $25,000 | +19.0% | 415 | 0.0% | 0.02% | +14.3% | |
O | REALTY INCOME CORP | $24,000 | -4.0% | 330 | 0.0% | 0.02% | -11.8% | |
MSB | MESABI TRctf ben int | $24,000 | 0.0% | 1,000 | 0.0% | 0.02% | -6.2% | |
USB | US BANCORP DEL | $24,000 | +9.1% | 400 | 0.0% | 0.02% | 0.0% | |
BMO | BANK MONTREAL QUE | $23,000 | +4.5% | 300 | 0.0% | 0.01% | -6.7% | |
BYND | Buy | BEYOND MEAT INC | $23,000 | -23.3% | 300 | +50.0% | 0.01% | -30.0% |
CTAS | CINTAS CORP | $22,000 | +4.8% | 80 | 0.0% | 0.01% | 0.0% | |
DTN | WISDOMTREE TRus divid ex fncl | $23,000 | +4.5% | 250 | 0.0% | 0.01% | -6.7% | |
DHS | WISDOMTREE TRus high dividend | $23,000 | +4.5% | 300 | 0.0% | 0.01% | -6.7% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $23,000 | +9.5% | 500 | 0.0% | 0.01% | 0.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $23,000 | +4.5% | 200 | 0.0% | 0.01% | -6.7% | |
TWO | TWO HBRS INVT CORP | $22,000 | +10.0% | 1,500 | 0.0% | 0.01% | +7.7% | |
SGEN | SEATTLE GENETICS INC | $23,000 | +35.3% | 200 | 0.0% | 0.01% | +27.3% | |
TMST | TIMKENSTEEL CORP | $23,000 | +27.8% | 2,881 | 0.0% | 0.01% | +16.7% | |
NLY | ANNALY CAP MGMT INC | $21,000 | +5.0% | 2,237 | 0.0% | 0.01% | 0.0% | |
MAA | MID AMER APT CMNTYS INC | $20,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% | |
KEY | KEYCORP NEW | $20,000 | +11.1% | 1,000 | 0.0% | 0.01% | +8.3% | |
ACAD | ACADIA PHARMACEUTICALS INC | $21,000 | +16.7% | 500 | 0.0% | 0.01% | +8.3% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $21,000 | 0.0% | 341 | 0.0% | 0.01% | -7.1% | |
CODI | COMPASS DIVERSIFIED HOLDINGSsh ben int | $20,000 | +25.0% | 795 | 0.0% | 0.01% | +18.2% | |
CI | New | CIGNA CORP NEW | $20,000 | – | 100 | +100.0% | 0.01% | – |
COF | Buy | CAPITAL ONE FINL CORP | $21,000 | +133.3% | 200 | +100.0% | 0.01% | +116.7% |
PAYX | PAYCHEX INC | $20,000 | +5.3% | 235 | 0.0% | 0.01% | 0.0% | |
MDLA | New | MEDALLIA INC | $19,000 | – | 600 | +100.0% | 0.01% | – |
AIZ | Buy | ASSURANT INC | $19,000 | +216.7% | 147 | +212.8% | 0.01% | +200.0% |
CF | CF INDS HLDGS INC | $19,000 | 0.0% | 390 | 0.0% | 0.01% | -7.7% | |
CNC | CENTENE CORP DEL | $19,000 | +46.2% | 300 | 0.0% | 0.01% | +33.3% | |
NNN | NATIONAL RETAIL PPTYS INC | $19,000 | -5.0% | 360 | 0.0% | 0.01% | -7.7% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $19,000 | +5.6% | 325 | 0.0% | 0.01% | 0.0% | |
SYK | STRYKER CORP | $19,000 | 0.0% | 90 | 0.0% | 0.01% | -7.7% | |
WELL | WELLTOWER INC | $19,000 | -9.5% | 230 | 0.0% | 0.01% | -14.3% | |
FANG | New | DIAMONDBACK ENERGY INC | $19,000 | – | 200 | +100.0% | 0.01% | – |
APD | AIR PRODS & CHEMS INC | $18,000 | +5.9% | 75 | 0.0% | 0.01% | 0.0% | |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $17,000 | +6.2% | 100 | 0.0% | 0.01% | 0.0% | |
CVX | New | CHEVRON CORP NEW | $18,000 | – | 150 | +100.0% | 0.01% | – |
QDF | FLEXSHARES TRqualt divd idx | $17,000 | +6.2% | 350 | 0.0% | 0.01% | 0.0% | |
LAMR | LAMAR ADVERTISING CO NEWcl a | $18,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% | |
APHA | APHRIA INC | $16,000 | 0.0% | 3,000 | 0.0% | 0.01% | -9.1% | |
ALEC | ALECTOR INC | $16,000 | +23.1% | 900 | 0.0% | 0.01% | +11.1% | |
ALXN | ALEXION PHARMACEUTICALS INC | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% | |
DTD | WISDOMTREE TRus total dividnd | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% | |
IJH | ISHARES TRcore s&p mcp etf | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% | |
ANIK | ANIKA THERAPEUTICS INC | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% | |
DBD | DIEBOLD NXDF INC | $16,000 | -5.9% | 1,500 | 0.0% | 0.01% | -9.1% | |
DLN | WISDOMTREE TRus largecap divd | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% | |
DNP | Buy | DNP SELECT INCOME FD | $16,000 | 0.0% | 1,255 | +1.6% | 0.01% | -9.1% |
IVV | ISHARES TRcore s&p500 etf | $16,000 | 0.0% | 58 | 0.0% | 0.01% | -9.1% | |
WPM | WHEATON PRECIOUS METALS CORP | $15,000 | +15.4% | 500 | 0.0% | 0.01% | 0.0% | |
RJF | RAYMOND JAMES FINANCIAL INC | $15,000 | +7.1% | 168 | 0.0% | 0.01% | 0.0% | |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $15,000 | -11.8% | 800 | 0.0% | 0.01% | -18.2% | |
SPLK | SPLUNK INC | $14,000 | +27.3% | 92 | 0.0% | 0.01% | +28.6% | |
CSQ | CALAMOS STRATEGIC TOTL RETN | $14,000 | +7.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
IP | INTL PAPER CO | $14,000 | +7.7% | 300 | 0.0% | 0.01% | 0.0% | |
DBVT | New | DBV TECHNOLOGIES S Asponsored adr | $14,000 | – | 1,300 | +100.0% | 0.01% | – |
UPS | UNITED PARCEL SERVICE INCcl b | $15,000 | 0.0% | 125 | 0.0% | 0.01% | -10.0% | |
EXC | EXELON CORP | $14,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
HDV | ISHARES TRcore high dv etf | $15,000 | +7.1% | 150 | 0.0% | 0.01% | 0.0% | |
EXEL | Buy | EXELIXIS INC | $14,000 | +27.3% | 800 | +33.3% | 0.01% | +28.6% |
FLXN | FLEXION THERAPEUTICS INC | $14,000 | +40.0% | 700 | 0.0% | 0.01% | +28.6% | |
BK | BANK NEW YORK MELLON CORP | $15,000 | +7.1% | 300 | 0.0% | 0.01% | 0.0% | |
TYL | New | TYLER TECHNOLOGIES INC | $15,000 | – | 50 | +100.0% | 0.01% | – |
BDX | BECTON DICKINSON & CO | $13,000 | +8.3% | 47 | 0.0% | 0.01% | 0.0% | |
NEM | NEWMONT GOLDCORP CORPORATION | $12,000 | +9.1% | 280 | 0.0% | 0.01% | +14.3% | |
VMC | VULCAN MATLS CO | $12,000 | 0.0% | 81 | 0.0% | 0.01% | 0.0% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,000 | +9.1% | 200 | 0.0% | 0.01% | +14.3% | |
IBM | INTERNATIONAL BUSINESS MACHS | $13,000 | -13.3% | 100 | 0.0% | 0.01% | -20.0% | |
ROOF | INDEXIQ ETF TRus rl est smcp | $13,000 | 0.0% | 500 | 0.0% | 0.01% | -11.1% | |
ESS | ESSEX PPTY TR INC | $12,000 | -7.7% | 40 | 0.0% | 0.01% | -11.1% | |
EMN | Sell | EASTMAN CHEMICAL CO | $12,000 | -53.8% | 150 | -57.1% | 0.01% | -55.6% |
EPR | EPR PPTYS | $13,000 | -7.1% | 180 | 0.0% | 0.01% | -11.1% | |
D | DOMINION ENERGY INC | $12,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
COP | CONOCOPHILLIPS | $13,000 | +18.2% | 200 | 0.0% | 0.01% | +14.3% | |
RGNX | REGENXBIO INC | $12,000 | +9.1% | 300 | 0.0% | 0.01% | +14.3% | |
AGN | ALLERGAN PLC | $13,000 | +18.2% | 66 | 0.0% | 0.01% | +14.3% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $13,000 | 0.0% | 257 | 0.0% | 0.01% | -11.1% | |
BSX | BOSTON SCIENTIFIC CORP | $13,000 | +18.2% | 280 | 0.0% | 0.01% | +14.3% | |
CRM | Sell | SALESFORCE COM INC | $12,000 | -67.6% | 72 | -70.7% | 0.01% | -68.0% |
MLM | MARTIN MARIETTA MATLS INC | $11,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% | |
TGE | TALLGRASS ENERGY LP | $11,000 | +10.0% | 500 | 0.0% | 0.01% | 0.0% | |
DIOD | New | DIODES INC | $11,000 | – | 200 | +100.0% | 0.01% | – |
DISH | DISH NETWORK CORPcl a | $11,000 | +10.0% | 300 | 0.0% | 0.01% | 0.0% | |
GIS | New | GENERAL MLS INC | $11,000 | – | 200 | +100.0% | 0.01% | – |
HTA | HEALTHCARE TR AMER INCcl a new | $11,000 | 0.0% | 377 | 0.0% | 0.01% | 0.0% | |
CREE | CREE INC | $9,000 | -10.0% | 200 | 0.0% | 0.01% | -14.3% | |
NOW | SERVICENOW INC | $10,000 | +11.1% | 34 | 0.0% | 0.01% | 0.0% | |
ANET | ARISTA NETWORKS INC | $10,000 | -16.7% | 50 | 0.0% | 0.01% | -25.0% | |
CCI | CROWN CASTLE INTL CORP NEW | $9,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
MS | New | MORGAN STANLEY | $10,000 | – | 200 | +100.0% | 0.01% | – |
FLEX | New | FLEX LTDord | $9,000 | – | 700 | +100.0% | 0.01% | – |
TEL | TE CONNECTIVITY LTD | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
AYX | New | ALTERYX INC | $10,000 | – | 100 | +100.0% | 0.01% | – |
GWPH | GW PHARMACEUTICALS PLCads | $9,000 | -10.0% | 87 | 0.0% | 0.01% | -14.3% | |
BXP | BOSTON PROPERTIES INC | $9,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% | |
SBH | SALLY BEAUTY HLDGS INC | $9,000 | +28.6% | 500 | 0.0% | 0.01% | +20.0% | |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $10,000 | – | 100 | +100.0% | 0.01% | – |
YETI | YETI HLDGS INC | $10,000 | +25.0% | 300 | 0.0% | 0.01% | +20.0% | |
HQL | New | TEKLA LIFE SCIENCES INVSsh ben int | $9,000 | – | 500 | +100.0% | 0.01% | – |
HQH | New | TEKLA HEALTHCARE INVSsh ben int | $8,000 | – | 400 | +100.0% | 0.01% | – |
APA | New | APACHE CORP | $8,000 | – | 300 | +100.0% | 0.01% | – |
FUN | CEDAR FAIR L Pdepositry unit | $8,000 | -11.1% | 150 | 0.0% | 0.01% | -16.7% | |
FLT | FLEETCOR TECHNOLOGIES INC | $8,000 | 0.0% | 28 | 0.0% | 0.01% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $8,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
HUM | HUMANA INC | $8,000 | +33.3% | 23 | 0.0% | 0.01% | +25.0% | |
NWBI | NORTHWEST BANCSHARES INC MD | $8,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
PANW | PALO ALTO NETWORKS INC | $8,000 | +14.3% | 33 | 0.0% | 0.01% | 0.0% | |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $8,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% | |
PH | PARKER HANNIFIN CORP | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
TROW | PRICE T ROWE GROUP INC | $6,000 | +20.0% | 48 | 0.0% | 0.00% | +33.3% | |
CGC | Sell | CANOPY GROWTH CORP | $7,000 | -97.9% | 350 | -97.6% | 0.00% | -98.2% |
CC | CHEMOURS CO | $6,000 | +20.0% | 323 | 0.0% | 0.00% | +33.3% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $6,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
SSNC | SS&C TECHNOLOGIES HLDGS INC | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% | |
IDXX | New | IDEXX LABS INC | $7,000 | – | 25 | +100.0% | 0.00% | – |
LEN | LENNAR CORPcl a | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $7,000 | 0.0% | 75 | 0.0% | 0.00% | -20.0% | |
SPOT | SPOTIFY TECHNOLOGY S A | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
EFC | New | ELLINGTON FINANCIAL INC | $5,000 | – | 300 | +100.0% | 0.00% | – |
PLD | PROLOGIS INC | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
OUT | OUTFRONT MEDIA INC | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
NBIX | NEUROCRINE BIOSCIENCES INC | $4,000 | +33.3% | 37 | 0.0% | 0.00% | +50.0% | |
LEG | LEGGETT & PLATT INC | $5,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% | |
HUBS | HUBSPOT INC | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
HOV | HOVNANIAN ENTERPRISES INCcl a new | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
GSLC | GOLDMAN SACHS ETF TRequity etf | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
GS | GOLDMAN SACHS GROUP INC | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
WY | WEYERHAEUSER CO | $5,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% | |
DVN | New | DEVON ENERGY CORP NEW | $5,000 | – | 200 | +100.0% | 0.00% | – |
WW | WW INTL INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
AUY | YAMANA GOLD INC | $4,000 | +33.3% | 1,000 | 0.0% | 0.00% | +50.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPcl a | $4,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL-RAND PLC | $5,000 | +25.0% | 34 | 0.0% | 0.00% | 0.0% | |
ANTM | ANTHEM INC | $5,000 | +25.0% | 16 | 0.0% | 0.00% | 0.0% | |
AMD | ADVANCED MICRO DEVICES INC | $5,000 | +66.7% | 100 | 0.0% | 0.00% | +50.0% | |
BATRA | LIBERTY MEDIA CORP DELAWARE | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ROIC | RETAIL OPPORTUNITY INVTS COR | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
ALKS | ALKERMES PLC | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
TDIV | FIRST TR EXCHANGE TRADED FDnasd tech div | $3,000 | +50.0% | 59 | 0.0% | 0.00% | +100.0% | |
IEI | ISHARES TR3 7 yr treas bd | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
REET | ISHARES TRglobal reit etf | $3,000 | -25.0% | 126 | 0.0% | 0.00% | -33.3% | |
F | FORD MTR CO DEL | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
INTF | ISHARES TRmultifactor intl | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
GLD | SPDR GOLD TRUST | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
WAB | Sell | WABTEC CORP | $1,000 | -50.0% | 19 | -20.8% | 0.00% | 0.0% |
GEM | GOLDMAN SACHS ETF TRactivebeta eme | $1,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
DON | WISDOMTREE TRus midcap divid | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
CLNE | CLEAN ENERGY FUELS CORP | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
SAGE | SAGE THERAPEUTICS INC | $2,000 | -33.3% | 21 | 0.0% | 0.00% | -50.0% | |
ALLE | ALLEGION PUB LTD CO | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
BHF | Sell | BRIGHTHOUSE FINL INC | $2,000 | 0.0% | 42 | -22.2% | 0.00% | 0.0% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
SBUX | STARBUCKS CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
ASIX | ADVANSIX INC | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
PTY | PIMCO CORPORATE & INCOME OPP | $1,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
BTU | PEABODY ENERGY CORP NEW | $2,000 | -33.3% | 197 | 0.0% | 0.00% | -50.0% | |
ORBC | ORBCOMM INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
UN | UNILEVER N V | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
NG | NOVAGOLD RES INC | $2,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% | |
NWPX | NORTHWEST PIPE CO | $2,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% | |
VRTV | VERITIV CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
ADNT | ADIENT PLC | $0 | – | 9 | 0.0% | 0.00% | – | |
BCLI | BRAINSTORM CELL THERAPEUTICS | $0 | – | 100 | 0.0% | 0.00% | – | |
CVM | CEL SCI CORP | $0 | – | 40 | 0.0% | 0.00% | – | |
AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 23 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $0 | – | 25 | 0.0% | 0.00% | – | |
PGNX | PROGENICS PHARMACEUTICALS IN | $0 | – | 10 | 0.0% | 0.00% | – | |
KIE | Exit | SPDR SERIES TRUSTs&p ins etf | $0 | – | -11 | -100.0% | 0.00% | – |
TMQ | TRILOGY METALS INC NEW | $0 | – | 4 | 0.0% | 0.00% | – | |
FCEL | FUELCELL ENERGY INC | $0 | – | 166 | 0.0% | 0.00% | – | |
KOPN | KOPIN CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $0 | – | 30 | 0.0% | 0.00% | – | |
BMYRT | New | BRISTOL MYERS SQUIBB COright 99/99/9999 | $0 | – | 109 | +100.0% | 0.00% | – |
IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -8 | -100.0% | -0.00% | – |
XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -27 | -100.0% | -0.00% | – |
VAR | Exit | VARIAN MED SYS INC | $0 | – | -25 | -100.0% | -0.00% | – |
GM | Exit | GENERAL MTRS CO | $0 | – | -122 | -100.0% | -0.00% | – |
TWLO | Exit | TWILIO INCcl a | $0 | – | -33 | -100.0% | -0.00% | – |
DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -110 | -100.0% | -0.00% | – |
WATT | Exit | ENERGOUS CORP | $0 | – | -2,000 | -100.0% | -0.01% | – |
GOLD | Exit | BARRICK GOLD CORPORATION | $0 | – | -400 | -100.0% | -0.01% | – |
CELG | Exit | CELGENE CORP | $0 | – | -109 | -100.0% | -0.01% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -200 | -100.0% | -0.01% | – |
SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -274 | -100.0% | -0.01% | – |
ISCA | Exit | INTERNATIONAL SPEEDWAY CORPcl a | $0 | – | -400 | -100.0% | -0.01% | – |
BP | Exit | BP PLCsponsored adr | $0 | – | -500 | -100.0% | -0.01% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -261 | -100.0% | -0.02% | – |
SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -549 | -100.0% | -0.03% | – |
UBNK | Exit | UNITED FINL BANCORP INC NEW | $0 | – | -6,346 | -100.0% | -0.06% | – |
SKX | Exit | SKECHERS U S A INCcl a | $0 | – | -3,090 | -100.0% | -0.08% | – |
KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -3,700 | -100.0% | -0.11% | – |
ANIP | Exit | ANI PHARMACEUTICALS INC | $0 | – | -3,450 | -100.0% | -0.17% | – |
CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -16,000 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-10
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.