The Analysis of MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holdings


Currently, MARK SHEPTOFF FINANCIAL PLANNING, LLC holds 507 types of securities in its portfolio with a total value $209.8M. In the most recent quarter, they have increased their positions in HMY (+39.0K shares, valued at $775.1K), EVTR (+13.8K shares, valued at $710.8K), GILD (+5.7K shares, valued at $693.6K); decreased their positions in KTOS (-10.0K shares, valued at $759.1K), UNH (-1.9K shares, valued at $632.8K), PFF (-12.2K shares, valued at $378.0K); initiated new positions in HMY (+39.0K shares, valued at $775.1K), EVTR (+13.8K shares, valued at $710.8K), GILD (+5.7K shares, valued at $693.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP48.3K shares-0.57%2025-12-312026-02-12history
NEE NEXTERA ENERGY INC183.4K shares0.12%2025-12-312026-02-12history
PLTR PALANTIR TECHNOLOGIES INC72.8K shares-0.28%2025-12-312026-02-12history
AAPL APPLE INC46.7K shares0.00%2025-12-312026-02-12history
CELESTICA INC CELESTICA INC30.3K shares-2.51%2025-12-312026-02-12history
RTX RTX CORPORATION44.3K shares9.26%2025-12-312026-02-12history
JNJ JOHNSON & JOHNSON35.6K shares0.36%2025-12-312026-02-12history
TSLA TESLA INC16.0K shares-0.80%2025-12-312026-02-12history
Sponsored
VEEV VEEVA SYS INC28.4K shares6.39%2025-12-312026-02-12history
PEP PEPSICO INC40.8K shares-3.51%2025-12-312026-02-12history
ABBV ABBVIE INC25.4K shares0.00%2025-12-312026-02-12history
ABT ABBOTT LABS42.8K shares0.82%2025-12-312026-02-12history
VRTX VERTEX PHARMACEUTICALS INC10.2K shares-4.87%2025-12-312026-02-12history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.2K shares0.00%2025-12-312026-02-12history
UNH UNITEDHEALTH GROUP INC9.2K shares-17.17%2025-12-312026-02-12history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.8K shares17.23%2025-12-312026-02-12history
Sponsored
NVDA NVIDIA CORPORATION16.2K shares-3.34%2025-12-312026-02-12history
V VISA INC8.5K shares-0.02%2025-12-312026-02-12history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.9K shares0.00%2025-12-312026-02-12history
COST COSTCO WHSL CORP NEW3.0K shares0.00%2025-12-312026-02-12history
CIBR FIRST TR EXCHANGE TRADED FD34.8K shares0.04%2025-12-312026-02-12history
KO COCA COLA CO28.8K shares0.01%2025-12-312026-02-12history
VYM VANGUARD WHITEHALL FDS11.1K shares5.23%2025-12-312026-02-12history
IHAK ISHARES TR32.1K shares-0.31%2025-12-312026-02-12history
Sponsored
BAI BLACKROCK ETF TRUST45.9K shares1.35%2025-12-312026-02-12history
KTOS KRATOS DEFENSE & SEC SOLUTIO19.0K shares-34.48%2025-12-312026-02-12history
MDLZ MONDELEZ INTL INC23.6K shares0.01%2025-12-312026-02-12history
AMZN AMAZON COM INC5.5K shares0.00%2025-12-312026-02-12history
AEP AMERICAN ELEC PWR CO INC10.7K shares11.49%2025-12-312026-02-12history
HD HOME DEPOT INC3.5K shares0.00%2025-12-312026-02-12history
AWK AMERICAN WTR WKS CO INC NEW9.1K shares-8.22%2025-12-312026-02-12history
HIG HARTFORD INSURANCE GROUP INC7.8K shares0.00%2025-12-312026-02-12history
Sponsored
FAS DIREXION SHS ETF TR6.0K shares0.00%2025-12-312026-02-12history
VIG VANGUARD SPECIALIZED FUNDS4.3K shares20.87%2025-12-312026-02-12history
TKR TIMKEN CO12.5K shares0.00%2025-12-312026-02-12history
SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-12-312026-02-12history
LMT LOCKHEED MARTIN CORP1.7K shares0.60%2025-12-312026-02-12history
PG PROCTER AND GAMBLE CO5.6K shares-4.45%2025-12-312026-02-12history
TTC TORO CO10.0K shares0.00%2025-12-312026-02-12history
HMY HARMONY GOLD MINING CO LTD39.0K sharesnew addition2025-12-312026-02-12history
Sponsored
NVS NOVARTIS AG5.5K shares12.21%2025-12-312026-02-12history
PWR QUANTA SVCS INC1.8K shares0.00%2025-12-312026-02-12history
LLY ELI LILLY & CO705 shares0.00%2025-12-312026-02-12history
CRDO CREDO TECHNOLOGY GROUP HOLDI5.2K shares1.98%2025-12-312026-02-12history
EVTR MORGAN STANLEY ETF TRUST13.8K sharesnew addition2025-12-312026-02-12history
BLACKSTONE INC BLACKSTONE INC4.6K shares-25.51%2025-12-312026-02-12history
SJM SMUCKER J M CO7.2K shares-1.38%2025-12-312026-02-12history
XLV SELECT SECTOR SPDR TR4.5K shares17.56%2025-12-312026-02-12history
Sponsored
GILD GILEAD SCIENCES INC5.7K sharesnew addition2025-12-312026-02-12history
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL16.4K shares1.55%2025-12-312026-02-12history
TXN TEXAS INSTRS INC3.7K shares0.00%2025-12-312026-02-12history
DVN DEVON ENERGY CORP NEW16.8K shares0.00%2025-12-312026-02-12history
XLI SELECT SECTOR SPDR TR3.9K sharesnew addition2025-12-312026-02-12history
CL COLGATE PALMOLIVE CO7.6K shares0.00%2025-12-312026-02-12history
TRV TRAVELERS COMPANIES INC2.0K shares0.00%2025-12-312026-02-12history
HON HONEYWELL INTL INC2.9K shares-4.12%2025-12-312026-02-12history
Sponsored
ORLY OREILLY AUTOMOTIVE INC6.0K shares0.00%2025-12-312026-02-12history
IVV ISHARES TR786 shares-13.82%2025-12-312026-02-12history
COOPER COS INC COOPER COS INC6.4K shares-5.90%2025-12-312026-02-12history
CCJ CAMECO CORP5.7K shares3.64%2025-12-312026-02-12history
RYAN RYAN SPECIALTY HOLDINGS INC10.0K shares-13.82%2025-12-312026-02-12history
CFG CITIZENS FINL GROUP INC8.7K sharesnew addition2025-12-312026-02-12history
ATRO ASTRONICS CORP9.1K shares1.12%2025-12-312026-02-12history
SYM SYMBOTIC INC8.0K shares-12.15%2025-12-312026-02-12history
Sponsored
PFE PFIZER INC18.7K shares-4.58%2025-12-312026-02-12history
KGC KINROSS GOLD CORP15.5K shares25.96%2025-12-312026-02-12history
NLR VANECK ETF TRUST3.4K shares0.00%2025-12-312026-02-12history
PYPL PAYPAL HLDGS INC7.1K shares-0.42%2025-12-312026-02-12history
WM WASTE MGMT INC DEL1.9K shares0.00%2025-12-312026-02-12history
VTI VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-12history
HEI HEICO CORP NEW1.1K shares0.00%2025-12-312026-02-12history
MA MASTERCARD INCORPORATED635 shares0.00%2025-12-312026-02-12history
Sponsored
T AT&T INC14.4K shares0.08%2025-12-312026-02-12history
MCD MCDONALDS CORP1.2K shares0.00%2025-12-312026-02-12history
WMT WALMART INC3.1K shares5.08%2025-12-312026-02-12history
CSCO CISCO SYS INC4.2K shares0.00%2025-12-312026-02-12history
PEG PUBLIC SVC ENTERPRISE GRP IN4.0K shares0.00%2025-12-312026-02-12history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares0.00%2025-12-312026-02-12history
PAAS PAN AMERN SILVER CORP6.1K shares6.87%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC987 shares0.00%2025-12-312026-02-12history
Sponsored
CSX CSX CORP8.5K shares0.00%2025-12-312026-02-12history
HNGE HINGE HEALTH INC6.5K shares0.00%2025-12-312026-02-12history
MMC MARSH & MCLENNAN COS INC1.6K shares0.00%2025-12-312026-02-12history
KRMN KARMAN HLDGS INC4.0K shares8.00%2025-12-312026-02-12history
TVTX TRAVERE THERAPEUTICS INC7.8K shares675.00%2025-12-312026-02-12history
HRL HORMEL FOODS CORP12.4K shares-35.69%2025-12-312026-02-12history
META META PLATFORMS INC446 shares9.85%2025-12-312026-02-12history
CLM CORNERSTONE STRATEGIC INVEST34.9K shares0.00%2025-12-312026-02-12history
Sponsored
CGUS CAPITAL GROUP CORE EQUITY ET7.2K shares-3.92%2025-12-312026-02-12history
OGE OGE ENERGY CORP6.6K shares0.00%2025-12-312026-02-12history
MEDTRONIC PLC MEDTRONIC PLC2.9K shares0.00%2025-12-312026-02-12history
ED CONSOLIDATED EDISON INC2.8K shares0.00%2025-12-312026-02-12history
ET ENERGY TRANSFER L P16.3K shares5.17%2025-12-312026-02-12history
LOW LOWES COS INC1.1K shares0.00%2025-12-312026-02-12history
JPM JPMORGAN CHASE & CO.940 shares0.00%2025-12-312026-02-12history
INVESCO QQQ TR INVESCO QQQ TR412 shares-12.34%2025-12-312026-02-12history
Sponsored
ENS ENERSYS1.6K shares0.00%2025-12-312026-02-12history
XOM EXXON MOBIL CORP2.0K shares-2.50%2025-12-312026-02-12history
RCAT RED CAT HLDGS INC27.2K shares26.51%2025-12-312026-02-12history
DIS DISNEY WALT CO1.9K shares0.00%2025-12-312026-02-12history
BMY BRISTOL-MYERS SQUIBB CO3.9K shares420.00%2025-12-312026-02-12history
URI UNITED RENTALS INC250 shares0.00%2025-12-312026-02-12history
OKE ONEOK INC NEW2.7K shares97.26%2025-12-312026-02-12history
FELV FIDELITY COVINGTON TRUST5.7K shares0.41%2025-12-312026-02-12history
Sponsored
NSC NORFOLK SOUTHN CORP650 shares0.00%2025-12-312026-02-12history
GE AEROSPACE GE AEROSPACE599 shares0.00%2025-12-312026-02-12history
DHR DANAHER CORPORATION800 shares0.00%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC540 shares0.00%2025-12-312026-02-12history
GPC GENUINE PARTS CO1.4K shares0.00%2025-12-312026-02-12history
SYY SYSCO CORP2.3K shares0.00%2025-12-312026-02-12history
CLX CLOROX CO DEL1.6K shares-60.98%2025-12-312026-02-12history
FI FISERV INC2.4K shares0.00%2025-12-312026-02-12history
Sponsored
CGDV CAPITAL GROUP DIVIDEND VALUE3.5K shares40.59%2025-12-312026-02-12history
MERCK & CO INC MERCK & CO INC1.4K shares0.00%2025-12-312026-02-12history
EOG EOG RES INC1.4K shares0.00%2025-12-312026-02-12history
MU MICRON TECHNOLOGY INC500 shares5.26%2025-12-312026-02-12history
GDX VANECK ETF TRUST1.7K shares0.18%2025-12-312026-02-12history
MMM 3M CO888 shares0.00%2025-12-312026-02-12history
CHKP CHECK POINT SOFTWARE TECH LT766 shares0.00%2025-12-312026-02-12history
CVS CVS HEALTH CORP1.8K shares0.00%2025-12-312026-02-12history
Sponsored
HCA HCA HEALTHCARE INC300 shares0.00%2025-12-312026-02-12history
LNT ALLIANT ENERGY CORP2.1K shares0.00%2025-12-312026-02-12history
GLW CORNING INC1.6K shares0.00%2025-12-312026-02-12history
VUG VANGUARD INDEX FDS273 shares0.00%2025-12-312026-02-12history
CVX CHEVRON CORP NEW870 shares9.43%2025-12-312026-02-12history
AMD ADVANCED MICRO DEVICES INC617 shares0.00%2025-12-312026-02-12history
AJG GALLAGHER ARTHUR J & CO500 shares-1.38%2025-12-312026-02-12history
RIVN RIVIAN AUTOMOTIVE INC6.5K shares0.00%2025-12-312026-02-12history
Sponsored
SO SOUTHERN CO1.4K shares0.00%2025-12-312026-02-12history
PSX PHILLIPS 66960 shares0.00%2025-12-312026-02-12history
AUGO AURA MINERALS INC2.4K sharesnew addition2025-12-312026-02-12history
BILS SPDR SERIES TRUST1.2K shares0.00%2025-12-312026-02-12history
APP APPLOVIN CORP171 shares41.32%2025-12-312026-02-12history
EBAY EBAY INC.1.3K shares0.00%2025-12-312026-02-12history
EL LAUDER ESTEE COS INC1.1K shares-8.47%2025-12-312026-02-12history
CB CHUBB LIMITED361 shares0.00%2025-12-312026-02-12history
Sponsored
CTVA CORTEVA INC1.7K shares0.00%2025-12-312026-02-12history
EMR EMERSON ELEC CO1.0K shares0.00%2025-12-312026-02-12history
STZ CONSTELLATION BRANDS INC740 shares-71.97%2025-12-312026-02-12history
STLD STEEL DYNAMICS INC600 shares0.00%2025-12-312026-02-12history
FBCG FIDELITY COVINGTON TRUST1.8K shares0.00%2025-12-312026-02-12history
GNW GENWORTH FINL INC15.1K shares0.00%2025-12-312026-02-12history
PAGP PLAINS GP HLDGS L P5.2K shares0.00%2025-12-312026-02-12history
BAC BANK AMERICA CORP1.8K shares109.05%2025-12-312026-02-12history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD324 shares0.00%2025-12-312026-02-12history
CWST CASELLA WASTE SYS INC1.0K shares0.00%2025-12-312026-02-12history
ORCL ORACLE CORP500 shares0.00%2025-12-312026-02-12history
CRWD CROWDSTRIKE HLDGS INC200 shares0.00%2025-12-312026-02-12history
CHD CHURCH & DWIGHT CO INC1.1K shares0.00%2025-12-312026-02-12history
BROADCOM INC BROADCOM INC266 shares46.96%2025-12-312026-02-12history
DIREXION SHS ETF TR DIREXION SHS ETF TR4.2K shares0.00%2025-12-312026-02-12history
FLEX FLEX LTD1.5K shares0.00%2025-12-312026-02-12history
Sponsored
WEC ENERGY GROUP INC WEC ENERGY GROUP INC840 shares0.00%2025-12-312026-02-12history
LHX L3HARRIS TECHNOLOGIES INC501 shares0.00%2025-12-312026-02-12history
CAT CATERPILLAR INC152 shares0.00%2025-12-312026-02-12history
BA BOEING CO476 shares0.00%2025-12-312026-02-12history
MTB M & T BK CORP426 shares0.00%2025-12-312026-02-12history
CMCSA COMCAST CORP NEW2.8K shares0.00%2025-12-312026-02-12history
INTC INTEL CORP3.4K shares0.00%2025-12-312026-02-12history
VTV VANGUARD INDEX FDS431 shares-34.30%2025-12-312026-02-12history
Sponsored
QQQM INVESCO EXCH TRADED FD TR II324 shares0.00%2025-12-312026-02-12history
MET METLIFE INC1.0K shares0.00%2025-12-312026-02-12history
MRCY MERCURY SYS INC1.1K shares0.00%2025-12-312026-02-12history
CGBL CAPITAL GROUP CORE BALANCED2.3K shares0.26%2025-12-312026-02-12history
NKE NIKE INC1.3K sharesnew addition2025-12-312026-02-12history
CITIGROUP INC CITIGROUP INC680 shares0.00%2025-12-312026-02-12history
GMED GLOBUS MED INC900 sharesnew addition2025-12-312026-02-12history
UEC URANIUM ENERGY CORP6.7K sharesnew addition2025-12-312026-02-12history
Sponsored
TEVA TEVA PHARMACEUTICAL INDS LTD2.5K sharesnew addition2025-12-312026-02-12history
VB VANGUARD INDEX FDS300 shares0.00%2025-12-312026-02-12history
REGN REGENERON PHARMACEUTICALS100 shares0.00%2025-12-312026-02-12history
ISRA VANECK ETF TRUST1.3K sharesnew addition2025-12-312026-02-12history
SNOW SNOWFLAKE INC342 shares0.00%2025-12-312026-02-12history
ALL ALLSTATE CORP339 shares0.00%2025-12-312026-02-12history
RING ISHARES INC950 shares0.00%2025-12-312026-02-12history
EWJ ISHARES INC850 sharesnew addition2025-12-312026-02-12history
Sponsored
VZ VERIZON COMMUNICATIONS INC1.7K shares0.00%2025-12-312026-02-12history
ALC ALCON AG862 shares0.00%2025-12-312026-02-12history
GFI GOLD FIELDS LTD1.6K shares23.96%2025-12-312026-02-12history
IWF ISHARES TR140 shares0.00%2025-12-312026-02-12history
SDY SPDR SERIES TRUST475 shares0.00%2025-12-312026-02-12history
CMS CMS ENERGY CORP939 shares74.21%2025-12-312026-02-12history
OTIS OTIS WORLDWIDE CORP724 shares0.00%2025-12-312026-02-12history
XLF SELECT SECTOR SPDR TR1.1K shares685.62%2025-12-312026-02-12history
Sponsored
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II850 shares0.00%2025-12-312026-02-12history
IREN IREN LIMITED1.6K shares-15.79%2025-12-312026-02-12history
GWRE GUIDEWIRE SOFTWARE INC300 shares0.00%2025-12-312026-02-12history
PRU PRUDENTIAL FINL INC500 shares0.00%2025-12-312026-02-12history
QUAL ISHARES TR284 shares0.00%2025-12-312026-02-12history
PANW PALO ALTO NETWORKS INC300 shares0.00%2025-12-312026-02-12history
SHEL SHELL PLC750 shares0.00%2025-12-312026-02-12history
POR PORTLAND GEN ELEC CO1.1K shares0.00%2025-12-312026-02-12history
Sponsored
UPRO PROSHARES TR452 shares0.00%2025-12-312026-02-12history
REMX VANECK ETF TRUST700 shares0.00%2025-12-312026-02-12history
ADP AUTOMATIC DATA PROCESSING IN200 shares0.00%2025-12-312026-02-12history
JBND J P MORGAN EXCHANGE TRADED F935 shares-9.22%2025-12-312026-02-12history
VCYT VERACYTE INC1.2K shares0.00%2025-12-312026-02-12history
DNP DNP SELECT INCOME FD INC4.9K shares0.00%2025-12-312026-02-12history
ZTS ZOETIS INC380 shares-38.11%2025-12-312026-02-12history
CGGR CAPITAL GROUP GROWTH ETF1.1K shares88.65%2025-12-312026-02-12history
Sponsored
MTUS METALLUS INC2.8K shares0.00%2025-12-312026-02-12history
DVA DAVITA INC400 shares0.00%2025-12-312026-02-12history
EA ELECTRONIC ARTS INC220 shares0.00%2025-12-312026-02-12history
AMAT APPLIED MATLS INC169 shares0.00%2025-12-312026-02-12history
DIA SPDR DOW JONES INDL AVERAGE90 shares0.00%2025-12-312026-02-12history
GMAB GENMAB A/S1.4K shares0.00%2025-12-312026-02-12history
DT DYNATRACE INC950 shares0.00%2025-12-312026-02-12history
EW EDWARDS LIFESCIENCES CORP480 shares0.00%2025-12-312026-02-12history
Sponsored
FBIN FORTUNE BRANDS INNOVATIONS I800 shares0.00%2025-12-312026-02-12history
DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC463 shares0.00%2025-12-312026-02-12history
RWL INVESCO EXCH TRADED FD TR II341 shares0.00%2025-12-312026-02-12history
MSB MESABI TR1.0K shares0.00%2025-12-312026-02-12history
WST WEST PHARMACEUTICAL SVSC INC138 shares0.00%2025-12-312026-02-12history
SCHV SCHWAB STRATEGIC TR1.3K shares0.00%2025-12-312026-02-12history
ETR ENTERGY CORP NEW400 shares0.00%2025-12-312026-02-12history
ITW ILLINOIS TOOL WKS INC150 shares0.00%2025-12-312026-02-12history
Sponsored
UPS UNITED PARCEL SERVICE INC425 shares-29.17%2025-12-312026-02-12history
ADBE ADOBE INC105 shares-2.78%2025-12-312026-02-12history
RECS COLUMBIA ETF TR I886 shares130.13%2025-12-312026-02-12history
DFAU DIMENSIONAL ETF TRUST770 shares0.00%2025-12-312026-02-12history
VANGUARD INDEX FDS VANGUARD INDEX FDS57 shares0.00%2025-12-312026-02-12history
ISPY PROSHARES TR783 shares74.78%2025-12-312026-02-12history
BOND PIMCO ETF TR377 shares0.53%2025-12-312026-02-12history
NFLX NETFLIX INC367 shares1368.00%2025-12-312026-02-12history
Sponsored
ERIC TELEFONAKTIEBOLAGET LM ERICS3.5K shares0.00%2025-12-312026-02-12history
PAYX PAYCHEX INC300 shares0.00%2025-12-312026-02-12history
SPMO INVESCO EXCH TRADED FD TR II280 shares0.00%2025-12-312026-02-12history
SPXL DIREXION SHS ETF TR150 shares0.00%2025-12-312026-02-12history
SLF SUN LIFE FINANCIAL INC.530 shares0.00%2025-12-312026-02-12history
XYL XYLEM INC240 shares0.00%2025-12-312026-02-12history
LAMR LAMAR ADVERTISING CO NEW250 shares0.00%2025-12-312026-02-12history
WMB WILLIAMS COS INC525 shares0.00%2025-12-312026-02-12history
Sponsored
USMV ISHARES TR334 shares0.00%2025-12-312026-02-12history
KEY KEYCORP1.5K shares0.33%2025-12-312026-02-12history
HESM HESS MIDSTREAM LP900 shares0.00%2025-12-312026-02-12history
COKE COCA COLA CONS INC200 shares0.00%2025-12-312026-02-12history
IWP ISHARES TR217 shares0.00%2025-12-312026-02-12history
NET CLOUDFLARE INC150 shares0.00%2025-12-312026-02-12history
IJH ISHARES TR442 shares-27.18%2025-12-312026-02-12history
TMO THERMO FISHER SCIENTIFIC INC50 shares0.00%2025-12-312026-02-12history
Sponsored
NOBL PROSHARES TR274 shares0.00%2025-12-312026-02-12history
IEUR ISHARES TR400 shares0.00%2025-12-312026-02-12history
DXCM DEXCOM INC425 shares-15.00%2025-12-312026-02-12history
IHI ISHARES TR450 shares0.00%2025-12-312026-02-12history
RGTI RIGETTI COMPUTING INC1.3K shares-90.81%2025-12-312026-02-12history
O REALTY INCOME CORP479 shares0.00%2025-12-312026-02-12history
FDN FIRST TR EXCHANGE-TRADED FD100 shares0.00%2025-12-312026-02-12history
IWD ISHARES TR126 shares0.00%2025-12-312026-02-12history
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AMT AMERICAN TOWER CORP NEW149 shares0.00%2025-12-312026-02-12history
OTEX OPEN TEXT CORP800 shares0.00%2025-12-312026-02-12history
IUSG ISHARES TR155 shares-66.08%2025-12-312026-02-12history
FBND FIDELITY MERRIMACK STR TR559 shares0.90%2025-12-312026-02-12history
XLC SELECT SECTOR SPDR TR214 shares0.00%2025-12-312026-02-12history
GLDM WORLD GOLD TR294 shares0.00%2025-12-312026-02-12history
VGK VANGUARD INTL EQUITY INDEX F300 shares0.00%2025-12-312026-02-12history
IJT ISHARES TR177 shares0.00%2025-12-312026-02-12history
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FTV FORTIVE CORP450 shares0.00%2025-12-312026-02-12history
MHK MOHAWK INDS INC225 shares0.00%2025-12-312026-02-12history
EME EMCOR GROUP INC40 shares-60.00%2025-12-312026-02-12history
VRT VERTIV HOLDINGS CO150 shares0.00%2025-12-312026-02-12history
SPYM SPDR SERIES TRUST300 shares0.00%2025-12-312026-02-12history
NUKZ EXCHANGE TRADED CONCEPTS TRU378 shares0.00%2025-12-312026-02-12history
ENB ENBRIDGE INC500 shares0.00%2025-12-312026-02-12history
CRCL CIRCLE INTERNET GROUP INC300 shares0.00%2025-12-312026-02-12history
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GLD SPDR GOLD TR60 shares0.00%2025-12-312026-02-12history
PM PHILIP MORRIS INTL INC148 shares0.00%2025-12-312026-02-12history
RBRK RUBRIK INC.300 shares0.00%2025-12-312026-02-12history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC100 shares0.00%2025-12-312026-02-12history
NOK NOKIA CORP3.5K shares40.00%2025-12-312026-02-12history
REVS COLUMBIA ETF TR I800 sharesnew addition2025-12-312026-02-12history
GS GOLDMAN SACHS GROUP INC25 shares0.00%2025-12-312026-02-12history
ROKU ROKU INC200 shares0.00%2025-12-312026-02-12history
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FUTU FUTU HLDGS LTD125 shares0.00%2025-12-312026-02-12history
NML NEUBERGER ENGY INFRSTR & INC2.4K shares0.00%2025-12-312026-02-12history
ALLY ALLY FINL INC450 shares0.00%2025-12-312026-02-12history
GIS GENERAL MLS INC400 shares-23.81%2025-12-312026-02-12history
HDV ISHARES TR165 shares0.00%2025-12-312026-02-12history
BRO BROWN & BROWN INC250 sharesnew addition2025-12-312026-02-12history
PAYC PAYCOM SOFTWARE INC125 shares0.00%2025-12-312026-02-12history
EPD ENTERPRISE PRODS PARTNERS L620 shares0.00%2025-12-312026-02-12history
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EVRG EVERGY INC269 shares0.00%2025-12-312026-02-12history
WELL WELLTOWER INC100 shares0.00%2025-12-312026-02-12history
AGNC AGNC INVT CORP1.7K shares0.00%2025-12-312026-02-12history
APD AIR PRODS & CHEMS INC75 shares0.00%2025-12-312026-02-12history
COP CONOCOPHILLIPS200 shares0.00%2025-12-312026-02-12history
XBI SPDR SERIES TRUST150 shares0.00%2025-12-312026-02-12history
VCSH VANGUARD SCOTTSDALE FDS225 shares0.00%2025-12-312026-02-12history
VV VANGUARD INDEX FDS56 shares0.00%2025-12-312026-02-12history
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PACS PACS GROUP INC450 sharesnew addition2025-12-312026-02-12history
MS MORGAN STANLEY96 shares0.00%2025-12-312026-02-12history
GDL GDL FD2.0K shares0.00%2025-12-312026-02-12history
QCOM QUALCOMM INC97 shares0.00%2025-12-312026-02-12history
ORA ORMAT TECHNOLOGIES INC150 shares0.00%2025-12-312026-02-12history
AMGN AMGEN INC50 shares0.00%2025-12-312026-02-12history
PAG PENSKE AUTOMOTIVE GRP INC100 shares0.00%2025-12-312026-02-12history
HALO HALOZYME THERAPEUTICS INC235 shares-77.29%2025-12-312026-02-12history
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VICI VICI PPTYS INC559 shares0.00%2025-12-312026-02-12history
AGX ARGAN INC50 shares-75.00%2025-12-312026-02-12history
PYLD PIMCO ETF TR585 shares0.00%2025-12-312026-02-12history
CRH PLC CRH PLC125 sharesnew addition2025-12-312026-02-12history
FDL FIRST TR EXCHANGE-TRADED FD350 shares0.00%2025-12-312026-02-12history
PFF ISHARES TR500 shares-96.07%2025-12-312026-02-12history
SPSM SPDR SERIES TRUST330 shares153.85%2025-12-312026-02-12history
XLU SELECT SECTOR SPDR TR360 shares100.00%2025-12-312026-02-12history
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NOW SERVICENOW INC100 sharesnew addition2025-12-312026-02-12history
NEO NEOGENOMICS INC1.3K shares0.00%2025-12-312026-02-12history
PTRB PGIM ETF TR362 shares0.00%2025-12-312026-02-12history
VGSH VANGUARD SCOTTSDALE FDS255 shares0.00%2025-12-312026-02-12history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL100 shares0.00%2025-12-312026-02-12history
SPYG SPDR SERIES TRUST138 shares0.00%2025-12-312026-02-12history
BLFS BIOLIFE SOLUTIONS INC600 shares0.00%2025-12-312026-02-12history
DVY ISHARES TR100 shares0.00%2025-12-312026-02-12history
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FNDX SCHWAB STRATEGIC TR518 shares0.00%2025-12-312026-02-12history
STRL STERLING INFRASTRUCTURE INC46 shares0.00%2025-12-312026-02-12history
NATWEST GROUP PLC NATWEST GROUP PLC800 sharesnew addition2025-12-312026-02-12history
PSI INVESCO EXCHANGE TRADED FD T175 shares0.00%2025-12-312026-02-12history
GNRC GENERAC HLDGS INC100 shares0.00%2025-12-312026-02-12history
AZN ASTRAZENECA PLC145 shares0.00%2025-12-312026-02-12history
PATH UIPATH INC800 sharesnew addition2025-12-312026-02-12history
IJR ISHARES TR109 shares0.00%2025-12-312026-02-12history
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EXC EXELON CORP300 shares0.00%2025-12-312026-02-12history
VTRS VIATRIS INC1.0K shares-63.63%2025-12-312026-02-12history
NFLT ETFIS SER TR I558 shares1.64%2025-12-312026-02-12history
IBM INTERNATIONAL BUSINESS MACHS100 shares0.00%2025-12-312026-02-12history
BCS BARCLAYS PLC500 shares66.67%2025-12-312026-02-12history
CGW INVESCO EXCH TRADED FD TR II200 shares0.00%2025-12-312026-02-12history
ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN550 shares0.00%2025-12-312026-02-12history
UBER UBER TECHNOLOGIES INC150 shares0.00%2025-12-312026-02-12history
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FMDE FIDELITY COVINGTON TRUST336 shares0.30%2025-12-312026-02-12history
WCN WASTE CONNECTIONS INC69 shares0.00%2025-12-312026-02-12history
ESGV VANGUARD WORLD FD100 shares0.00%2025-12-312026-02-12history
BSTZ BLACKROCK SCIENCE & TECHNOLO534 shares3.69%2025-12-312026-02-12history
NFG NATIONAL FUEL GAS CO150 shares0.00%2025-12-312026-02-12history
XIFR XPLR INFRASTRUCTURE LP1.2K shares-44.19%2025-12-312026-02-12history
ECL ECOLAB INC45 shares0.00%2025-12-312026-02-12history
SCHX SCHWAB STRATEGIC TR438 shares0.00%2025-12-312026-02-12history
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WPM WHEATON PRECIOUS METALS CORP100 shares0.00%2025-12-312026-02-12history
VECO VEECO INSTRS INC DEL400 shares0.00%2025-12-312026-02-12history
ACHR ARCHER AVIATION INC1.5K shares0.00%2025-12-312026-02-12history
CGMM CAPITAL GROUP EQUITY ETF TR390 shares0.00%2025-12-312026-02-12history
LYB LYONDELLBASELL INDUSTRIES N225 shares-79.07%2025-12-312026-02-12history
GSLC GOLDMAN SACHS ETF TR82 shares0.00%2025-12-312026-02-12history
NVO NOVO-NORDISK A S213 shares1538.46%2025-12-312026-02-12history
DOW DOW INC463 shares0.00%2025-12-312026-02-12history
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CARR CARRIER GLOBAL CORPORATION203 shares0.00%2025-12-312026-02-12history
RIGL RIGEL PHARMACEUTICALS INC250 sharesnew addition2025-12-312026-02-12history
BINC BLACKROCK ETF TRUST II200 shares0.00%2025-12-312026-02-12history
IRM IRON MTN INC DEL123 shares0.00%2025-12-312026-02-12history
KMB KIMBERLY-CLARK CORP100 shares-96.77%2025-12-312026-02-12history
DTE DTE ENERGY CO77 shares0.00%2025-12-312026-02-12history
IWN ISHARES TR54 shares0.00%2025-12-312026-02-12history
TER TERADYNE INC50 shares0.00%2025-12-312026-02-12history
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JPST J P MORGAN EXCHANGE TRADED F190 shares-76.25%2025-12-312026-02-12history
AG FIRST MAJESTIC SILVER CORP575 sharesnew addition2025-12-312026-02-12history
RSG REPUBLIC SVCS INC45 shares0.00%2025-12-312026-02-12history
FTXN FIRST TR EXCHANGE TRADED FD336 shares0.90%2025-12-312026-02-12history
FNDE SCHWAB STRATEGIC TR254 shares0.00%2025-12-312026-02-12history
SUSL ISHARES TR75 shares0.00%2025-12-312026-02-12history
RSPM INVESCO EXCHANGE TRADED FD T265 shares0.00%2025-12-312026-02-12history
PTY PIMCO CORPORATE & INCOME OPP700 sharesnew addition2025-12-312026-02-12history
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IEFA ISHARES TR100 shares0.00%2025-12-312026-02-12history
COEUR MNG INC COEUR MNG INC500 sharesnew addition2025-12-312026-02-12history
ARQT ARCUTIS BIOTHERAPEUTICS INC300 sharesnew addition2025-12-312026-02-12history
XLRE SELECT SECTOR SPDR TR215 shares0.00%2025-12-312026-02-12history
ITOT ISHARES TR58 shares0.00%2025-12-312026-02-12history
TMDX TRANSMEDICS GROUP INC69 shares0.00%2025-12-312026-02-12history
GLP GLOBAL PARTNERS LP200 shares0.00%2025-12-312026-02-12history
FNDF SCHWAB STRATEGIC TR185 shares0.00%2025-12-312026-02-12history
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CPB THE CAMPBELLS COMPANY300 shares0.00%2025-12-312026-02-12history
QDF FLEXSHARES TR100 shares0.00%2025-12-312026-02-12history
ES EVERSOURCE ENERGY118 shares0.00%2025-12-312026-02-12history
ACMR ACM RESH INC200 sharesnew addition2025-12-312026-02-12history
IP INTERNATIONAL PAPER CO200 shares0.00%2025-12-312026-02-12history
AVNS AVANOS MED INC700 sharesnew addition2025-12-312026-02-12history
VGT VANGUARD WORLD FD10 shares0.00%2025-12-312026-02-12history
LAC LITHIUM AMERS CORP NEW1.8K shares125.00%2025-12-312026-02-12history
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AXP AMERICAN EXPRESS CO21 shares0.00%2025-12-312026-02-12history
PAXS PIMCO ACCESS INCOME FUND500 shares0.00%2025-12-312026-02-12history
APTIV PLC APTIV PLC100 shares0.00%2025-12-312026-02-12history
SPOT SPOTIFY TECHNOLOGY S A13 shares0.00%2025-12-312026-02-12history
TTWO TAKE-TWO INTERACTIVE SOFTWAR29 shares0.00%2025-12-312026-02-12history
LDOS LEIDOS HOLDINGS INC40 shares0.00%2025-12-312026-02-12history
KNTK KINETIK HOLDINGS INC200 sharesnew addition2025-12-312026-02-12history
LDUR PIMCO ETF TR75 shares0.00%2025-12-312026-02-12history
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WY WEYERHAEUSER CO MTN BE300 sharesnew addition2025-12-312026-02-12history
PR PERMIAN RESOURCES CORP500 shares0.00%2025-12-312026-02-12history
SCHA SCHWAB STRATEGIC TR245 shares0.00%2025-12-312026-02-12history
TTMI TTM TECHNOLOGIES INC100 sharesnew addition2025-12-312026-02-12history
PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC250 sharesnew addition2025-12-312026-02-12history
TOL TOLL BROTHERS INC50 shares0.00%2025-12-312026-02-12history
FDVV FIDELITY COVINGTON TRUST118 shares0.00%2025-12-312026-02-12history
VLTO VERALTO CORP66 shares0.00%2025-12-312026-02-12history
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GEV GE VERNOVA INC10 shares0.00%2025-12-312026-02-12history
GHY PGIM GLOBAL HIGH YIELD FD FO525 shares2.54%2025-12-312026-02-12history
OLED UNIVERSAL DISPLAY CORP55 shares0.00%2025-12-312026-02-12history
AUPH AURINIA PHARMACEUTICALS INC400 sharesnew addition2025-12-312026-02-12history
ZIM ZIM INTEGRATED SHIPPING SERV300 shares0.00%2025-12-312026-02-12history
AMRX AMNEAL PHARMACEUTICALS INC500 sharesnew addition2025-12-312026-02-12history
AEM AGNICO EAGLE MINES LTD37 shares0.00%2025-12-312026-02-12history
KYN KAYNE ANDERSON ENERGY INFRST503 sharesnew addition2025-12-312026-02-12history
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TM TOYOTA MOTOR CORP36 shares0.00%2025-12-312026-02-12history
TMC TMC THE METALS COMPANY INC1.0K shares0.00%2025-12-312026-02-12history
ARCC ARES CAPITAL CORP300 sharesnew addition2025-12-312026-02-12history
NGVT INGEVITY CORP100 shares0.00%2025-12-312026-02-12history
ALPS ETF TR ALPS ETF TR125 shares-70.59%2025-12-312026-02-12history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T128 shares0.00%2025-12-312026-02-12history
JEPQ J P MORGAN EXCHANGE TRADED F101 shares1.00%2025-12-312026-02-12history
ZION ZIONS BANCORPORATION N A100 sharesnew addition2025-12-312026-02-12history
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FTEC FIDELITY COVINGTON TRUST26 shares0.00%2025-12-312026-02-12history
VLY VALLEY NATL BANCORP500 sharesnew addition2025-12-312026-02-12history
SBUX STARBUCKS CORP69 shares0.00%2025-12-312026-02-12history
DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A300 shares0.00%2025-12-312026-02-12history
PLD PROLOGIS INC.45 shares0.00%2025-12-312026-02-12history
SCHG SCHWAB STRATEGIC TR176 shares0.00%2025-12-312026-02-12history
SPG SIMON PPTY GROUP INC NEW31 shares0.00%2025-12-312026-02-12history
CHIMERA INVT CORP CHIMERA INVT CORP461 shares0.00%2025-12-312026-02-12history
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OMAH TIDAL TRUST III304 shares1.33%2025-12-312026-02-12history
NICE NICE LTD50 shares0.00%2025-12-312026-02-12history
KMI KINDER MORGAN INC DEL205 shares0.99%2025-12-312026-02-12history
ELV ELEVANCE HEALTH INC FORMERLY16 shares0.00%2025-12-312026-02-12history
SRPT SAREPTA THERAPEUTICS INC260 shares0.00%2025-12-312026-02-12history
WCBR WISDOMTREE TR200 shares0.00%2025-12-312026-02-12history
GDV GABELLI DIVID & INCOME TR200 sharesnew addition2025-12-312026-02-12history
BBAI BIGBEAR AI HLDGS INC1.0K shares0.00%2025-12-312026-02-12history
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QYLD GLOBAL X FDS303 shares1.00%2025-12-312026-02-12history
PDI PIMCO DYNAMIC INCOME FD300 shares0.00%2025-12-312026-02-12history
NB NIOCORP DEVS LTD1.0K shares0.00%2025-12-312026-02-12history
GPIQ GOLDMAN SACHS ETF TR100 sharesnew addition2025-12-312026-02-12history
FCOM FIDELITY COVINGTON TRUST72 shares0.00%2025-12-312026-02-12history
BDX BECTON DICKINSON & CO27 shares0.00%2025-12-312026-02-12history
QUS SPDR SERIES TRUST30 shares0.00%2025-12-312026-02-12history
VLUE ISHARES TR38 shares0.00%2025-12-312026-02-12history
Sponsored
TROW PRICE T ROWE GROUP INC48 shares0.00%2025-12-312026-02-12history
DFAE DIMENSIONAL ETF TRUST150 sharesnew addition2025-12-312026-02-12history
STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC50 shares0.00%2025-12-312026-02-12history
UTF COHEN & STEERS INFRASTRUCTUR201 sharesnew addition2025-12-312026-02-12history
DOC HEALTHPEAK PROPERTIES INC300 shares0.00%2025-12-312026-02-12history
ETHE GRAYSCALE ETHEREUM TRUST ETF189 shares0.00%2025-12-312026-02-12history
SEI SOLARIS ENERGY INFRAS INC100 sharesnew addition2025-12-312026-02-12history
PPIH PERMA-PIPE INTL HLDGS INC150 sharesnew addition2025-12-312026-02-12history
Sponsored
BMEZ BLACKROCK HEALTH SCIENCES TE300 sharesnew addition2025-12-312026-02-12history
DOCS DOXIMITY INC100 shares0.00%2025-12-312026-02-12history
CW CURTISS WRIGHT CORP8 shares0.00%2025-12-312026-02-12history
SLVM SYLVAMO CORP91 shares0.00%2025-12-312026-02-12history
WIW WESTERN AST INFL LKD OPP & I500 shares0.00%2025-12-312026-02-12history
BLACKROCK INC BLACKROCK INC4 shares0.00%2025-12-312026-02-12history
ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC100 shares0.00%2025-12-312026-02-12history
DX DYNEX CAP INC300 sharesnew addition2025-12-312026-02-12history
Sponsored
MCK MCKESSON CORP5 shares0.00%2025-12-312026-02-12history
USHY ISHARES TR109 shares0.00%2025-12-312026-02-12history
ALKS ALKERMES PLC150 shares0.00%2025-12-312026-02-12history
ALNY ALNYLAM PHARMACEUTICALS INC10 shares0.00%2025-12-312026-02-12history
TWO HBRS INVT CORP TWO HBRS INVT CORP375 shares0.00%2025-12-312026-02-12history
THE CIGNA GROUP THE CIGNA GROUP14 shares0.00%2025-12-312026-02-12history
CC CHEMOURS CO323 shares0.00%2025-12-312026-02-12history
S SENTINELONE INC250 shares0.00%2025-12-312026-02-12history
Sponsored
BP BP PLC100 shares0.00%2025-12-312026-02-12history
BXP BXP INC50 shares0.00%2025-12-312026-02-12history
BN BROOKFIELD CORP72 shares50.00%2025-12-312026-02-12history
REET ISHARES TR126 shares0.00%2025-12-312026-02-12history
PFN PIMCO INCOME STRATEGY FD II300 shares0.00%2025-12-312026-02-12history
NWPX NWPX INFRASTRUCTURE INC50 shares0.00%2025-12-312026-02-12history
CCL CARNIVAL CORP100 shares0.00%2025-12-312026-02-12history
VNT VONTIER CORPORATION80 shares0.00%2025-12-312026-02-12history
Sponsored
CAVA CAVA GROUP INC50 shares-66.67%2025-12-312026-02-12history
GOOY TIDAL TRUST II200 shares0.00%2025-12-312026-02-12history
AVAV AEROVIRONMENT INC12 sharesnew addition2025-12-312026-02-12history
JCI JOHNSON CTLS INTL PLC23 shares0.00%2025-12-312026-02-12history
EFC ELLINGTON FINANCIAL INC200 shares100.00%2025-12-312026-02-12history
CEG CONSTELLATION ENERGY CORP7 shares0.00%2025-12-312026-02-12history
FHLC FIDELITY COVINGTON TRUST33 shares0.00%2025-12-312026-02-12history
ADI ANALOG DEVICES INC9 shares0.00%2025-12-312026-02-12history
Sponsored
BHF BRIGHTHOUSE FINL INC37 shares0.00%2025-12-312026-02-12history
CANOPY GROWTH CORP CANOPY GROWTH CORP2.0K sharesnew addition2025-12-312026-02-12history
SANA SANA BIOTECHNOLOGY INC500 sharesnew addition2025-12-312026-02-12history
NVAX NOVAVAX INC300 shares0.00%2025-12-312026-02-12history
TJX TJX COS INC NEW13 shares0.00%2025-12-312026-02-12history
BAX BAXTER INTL INC100 shares0.00%2025-12-312026-02-12history
BTBT BIT DIGITAL INC1.0K sharesnew addition2025-12-312026-02-12history
ARTV ARTIVA BIOTHERAPEUTICS INC400 shares0.00%2025-12-312026-02-12history
Sponsored
FNDA SCHWAB STRATEGIC TR52 shares0.00%2025-12-312026-02-12history
INTF ISHARES TR35 shares0.00%2025-12-312026-02-12history
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC44 shares0.00%2025-12-312026-02-12history
DAVA ENDAVA PLC200 shares0.00%2025-12-312026-02-12history
GEM GOLDMAN SACHS ETF TR29 shares0.00%2025-12-312026-02-12history
PLUG PLUG POWER INC510 shares0.00%2025-12-312026-02-12history
CDXS CODEXIS INC500 shares0.00%2025-12-312026-02-12history
GEHC GE HEALTHCARE TECHNOLOGIES I9 shares0.00%2025-12-312026-02-12history
Sponsored
AIQ GLOBAL X FDS12 shares0.00%2025-12-312026-02-12history
XAIX DBX ETF TR14 shares0.00%2025-12-312026-02-12history
NL NL INDS INC100 shares0.00%2025-12-312026-02-12history
IPSC CENTURY THERAPEUTICS INC500 shares0.00%2025-12-312026-02-12history
ALEC ALECTOR INC300 shares0.00%2025-12-312026-02-12history
NKTX NKARTA INC200 shares0.00%2025-12-312026-02-12history
FE FIRSTENERGY CORP8 shares0.00%2025-12-312026-02-12history
DNOW DNOW INC25 shares0.00%2025-12-312026-02-12history
Sponsored
FATE FATE THERAPEUTICS INC300 shares0.00%2025-12-312026-02-12history
MRNA MODERNA INC10 shares0.00%2025-12-312026-02-12history
KOPN KOPIN CORP100 shares0.00%2025-12-312026-02-12history
ASIX ADVANSIX INC10 shares0.00%2025-12-312026-02-12history

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