MARK SHEPTOFF FINANCIAL PLANNING, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, MARK SHEPTOFF FINANCIAL PLANNING, LLC held in its portfolio 500 assets valued at $209,821,210 (i.e. $209.82M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($23.37M), NEXTERA ENERGY INC ($14.73M), and PALANTIR TECHNOLOGIES INC ($12.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MARK SHEPTOFF FINANCIAL PLANNING, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 48325 | 23370845 | COM |
| NEXTERA ENERGY INC | 183450 | 14727349 | COM |
| PALANTIR TECHNOLOGIES INC | 72849 | 12948910 | CL A |
| APPLE INC | 46669 | 12687306 | COM |
| CELESTICA INC | 30325 | 8964373 | COM |
| RTX CORPORATION | 44263 | 8117893 | COM |
| JOHNSON & JOHNSON | 35594 | 7366175 | COM |
| TESLA INC | 16043 | 7214647 | COM |
| VEEVA SYS INC | 28386 | 6336607 | CL A COM |
| PEPSICO INC | 40786 | 5853584 | COM |
| ABBVIE INC | 25431 | 5810800 | COM |
| ABBOTT LABS | 42818 | 5364652 | COM |
| VERTEX PHARMACEUTICALS INC | 10246 | 4645127 | COM |
| BERKSHIRE HATHAWAY INC DEL | 7156 | 3596959 | CL B NEW |
| UNITEDHEALTH GROUP INC | 9249 | 3053187 | COM |
| INVESCO EXCHANGE TRADED FD T | 15822 | 3030904 | S&P500 EQL WGT |
| NVIDIA CORPORATION | 16223 | 3025634 | COM |
| VISA INC | 8528 | 2990968 | COM CL A |
| GENERAL DYNAMICS CORP | 7941 | 2673324 | COM |
| COSTCO WHSL CORP NEW | 3016 | 2600817 | COM |
| FIRST TR EXCHANGE TRADED FD | 34754 | 2483173 | NASDAQ CYB ETF |
| COCA COLA CO | 28815 | 2014487 | COM |
| VANGUARD WHITEHALL FDS | 11064 | 1587928 | HIGH DIV YLD |
| ISHARES TR | 32142 | 1546667 | CYBERSECURITY |
| BLACKROCK ETF TRUST | 45864 | 1527276 | ISHARES A I INNO |
| KRATOS DEFENSE & SEC SOLUTIO | 19000 | 1442290 | COM NEW |
| MONDELEZ INTL INC | 23581 | 1269367 | CL A |
| AMAZON COM INC | 5464 | 1261200 | COM |
| AMERICAN ELEC PWR CO INC | 10675 | 1230934 | COM |
| HOME DEPOT INC | 3484 | 1198844 | COM |
| AMERICAN WTR WKS CO INC NEW | 9100 | 1187550 | COM |
| HARTFORD INSURANCE GROUP INC | 7760 | 1069328 | COM |
| DIREXION SHS ETF TR | 6000 | 1009980 | DLY FIN BULL NEW |
| VANGUARD SPECIALIZED FUNDS | 4291 | 943160 | DIV APP ETF |
| TIMKEN CO | 12513 | 919080 | COM |
| SPDR S&P 500 ETF TR | 1310 | 893315 | TR UNIT |
| LOCKHEED MARTIN CORP | 1679 | 812082 | COM |
| PROCTER AND GAMBLE CO | 5577 | 799239 | COM |
| TORO CO | 9983 | 785836 | COM |
| HARMONY GOLD MINING CO LTD | 38950 | 775105 | SPONSORED ADR |
| NOVARTIS AG | 5516 | 760460 | SPONSORED ADR |
| QUANTA SVCS INC | 1800 | 759708 | COM |
| ELI LILLY & CO | 705 | 757658 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 5150 | 741034 | ORDINARY SHARES |
| MORGAN STANLEY ETF TRUST | 13802 | 710781 | EATON VANCE TOTA |
| BLACKSTONE INC | 4600 | 709044 | COM |
| SMUCKER J M CO | 7168 | 701101 | COM NEW |
| SELECT SECTOR SPDR TR | 4519 | 699541 | STATE STREET HEA |
| GILEAD SCIENCES INC | 5651 | 693598 | COM |
| KINIKSA PHARMACEUTICALS INTL | 16350 | 674438 | ORD SHS CL A |
| TEXAS INSTRS INC | 3735 | 647985 | COM |
| DEVON ENERGY CORP NEW | 16800 | 615384 | COM |
| SELECT SECTOR SPDR TR | 3875 | 601090 | STATE STREET IND |
| COLGATE PALMOLIVE CO | 7564 | 597743 | COM |
| TRAVELERS COMPANIES INC | 2015 | 584471 | COM |
| HONEYWELL INTL INC | 2911 | 567907 | COM |
| OREILLY AUTOMOTIVE INC | 6000 | 547260 | COM |
| ISHARES TR | 786 | 538221 | CORE S&P500 ETF |
| COOPER COS INC | 6385 | 523344 | COM |
| CAMECO CORP | 5695 | 521051 | COM |
| RYAN SPECIALTY HOLDINGS INC | 9975 | 515009 | CL A |
| CITIZENS FINL GROUP INC | 8700 | 508167 | COM |
| ASTRONICS CORP | 9050 | 490872 | COM |
| SYMBOTIC INC | 7950 | 473025 | CLASS A COM |
| PFIZER INC | 18739 | 466590 | COM |
| KINROSS GOLD CORP | 15535 | 437456 | COM |
| VANECK ETF TRUST | 3350 | 416070 | URANIUM AND NUCL |
| PAYPAL HLDGS INC | 7063 | 412336 | COM |
| WASTE MGMT INC DEL | 1850 | 406553 | COM |
| VANGUARD INDEX FDS | 1122 | 376050 | TOTAL STK MKT |
| HEICO CORP NEW | 1139 | 368569 | COM |
| MASTERCARD INCORPORATED | 635 | 362509 | CL A |
| AT&T INC | 14439 | 358661 | COM |
| MCDONALDS CORP | 1164 | 355753 | COM |
| WALMART INC | 3100 | 345371 | COM |
| CISCO SYS INC | 4208 | 324142 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 4000 | 321200 | COM |
| DUKE ENERGY CORP NEW | 2685 | 314709 | COM NEW |
| PAN AMERN SILVER CORP | 6055 | 313710 | COM |
| ALPHABET INC | 987 | 308936 | CAP STK CL A |
| CSX CORP | 8500 | 308125 | COM |
| HINGE HEALTH INC | 6450 | 299603 | CL A |
| MARSH & MCLENNAN COS INC | 1609 | 298502 | COM |
| KARMAN HLDGS INC | 4050 | 296339 | COMMON STOCK |
| TRAVERE THERAPEUTICS INC | 7750 | 296128 | COM |
| HORMEL FOODS CORP | 12435 | 294716 | COM |
| META PLATFORMS INC | 446 | 294405 | CL A |
| CORNERSTONE STRATEGIC INVEST | 34913 | 291874 | COM |
| CAPITAL GROUP CORE EQUITY ET | 7209 | 290031 | SHS CREATION UNI |
| OGE ENERGY CORP | 6600 | 281820 | COM |
| MEDTRONIC PLC | 2908 | 279342 | SHS |
| CONSOLIDATED EDISON INC | 2800 | 278096 | COM |
| ENERGY TRANSFER L P | 16260 | 268127 | COM UT LTD PTN |
| LOWES COS INC | 1107 | 266964 | COM |
| JPMORGAN CHASE & CO. | 940 | 265813 | COM |
| SPDR SERIES TRUST | 2603 | 260952 | STATE STREET SPD |
| INVESCO QQQ TR | 412 | 253321 | UNIT SER 1 |
| ENERSYS | 1650 | 242138 | COM |
| EXXON MOBIL CORP | 1952 | 234910 | COM |
| RED CAT HLDGS INC | 27200 | 215696 | COM |
| DISNEY WALT CO | 1880 | 213888 | COM |
| BRISTOL-MYERS SQUIBB CO | 3900 | 210366 | COM |
| UNITED RENTALS INC | 250 | 202330 | COM |
| ONEOK INC NEW | 2738 | 201243 | COM |
| FIDELITY COVINGTON TRUST | 5658 | 196105 | ENHANCED LARGE |
| NORFOLK SOUTHN CORP | 650 | 187668 | COM |
| GE AEROSPACE | 599 | 184510 | COM NEW |
| DANAHER CORPORATION | 800 | 183136 | COM |
| ALPHABET INC | 540 | 169465 | CAP STK CL C |
| GENUINE PARTS CO | 1367 | 168086 | COM |
| SYSCO CORP | 2276 | 167719 | COM |
| CLOROX CO DEL | 1600 | 161328 | COM |
| FISERV INC | 2376 | 159596 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 3540 | 154487 | SHS CREATION UNI |
| MERCK & CO INC | 1400 | 147364 | COM |
| EOG RES INC | 1400 | 147014 | COM |
| MICRON TECHNOLOGY INC | 500 | 142705 | COM |
| VANECK ETF TRUST | 1658 | 142194 | GOLD MINERS ETF |
| 3M CO | 888 | 142169 | COM |
| CHECK POINT SOFTWARE TECH LT | 766 | 142139 | ORD |
| CVS HEALTH CORP | 1783 | 141499 | COM |
| HCA HEALTHCARE INC | 300 | 140058 | COM |
| ALLIANT ENERGY CORP | 2150 | 139772 | COM |
| CORNING INC | 1575 | 137907 | COM |
| VANGUARD INDEX FDS | 273 | 133343 | GROWTH ETF |
| CHEVRON CORP NEW | 870 | 132597 | COM |
| ADVANCED MICRO DEVICES INC | 617 | 132137 | COM |
| GALLAGHER ARTHUR J & CO | 500 | 129395 | COM |
| RIVIAN AUTOMOTIVE INC | 6525 | 128608 | COM CL A |
| SOUTHERN CO | 1450 | 126440 | COM |
| PHILLIPS 66 | 960 | 123878 | COM |
| AURA MINERALS INC | 2350 | 118475 | SHS NEW |
| APPLOVIN CORP | 171 | 115223 | COM CL A |
| EBAY INC. | 1300 | 113230 | COM |
| LAUDER ESTEE COS INC | 1080 | 113098 | CL A |
| CHUBB LIMITED | 361 | 112675 | COM |
| CORTEVA INC | 1653 | 110800 | COM |
| EMERSON ELEC CO | 1000 | 103070 | COM |
| CONSTELLATION BRANDS INC | 740 | 102085 | CL A |
| STEEL DYNAMICS INC | 600 | 101670 | COM |
| FIDELITY COVINGTON TRUST | 1847 | 101302 | BLUE CHIP GRWTH |
| GENWORTH FINL INC | 15090 | 100650 | COM SHS |
| PLAINS GP HLDGS L P | 5200 | 99528 | LTD PARTNR INT A |
| BANK AMERICA CORP | 1802 | 99110 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 324 | 98460 | SPONSORED ADS |
| CASELLA WASTE SYS INC | 1000 | 97940 | CL A |
| ORACLE CORP | 500 | 97455 | COM |
| CROWDSTRIKE HLDGS INC | 200 | 93752 | CL A |
| CHURCH & DWIGHT CO INC | 1100 | 92235 | COM |
| BROADCOM INC | 266 | 92063 | COM |
| DIREXION SHS ETF TR | 4200 | 91560 | DAILY S&P 500 B |
| FLEX LTD | 1500 | 90630 | ORD |
| WEC ENERGY GROUP INC | 840 | 88586 | COM |
| L3HARRIS TECHNOLOGIES INC | 501 | 87704 | COM |
| CATERPILLAR INC | 152 | 87076 | COM |
| BOEING CO | 476 | 86941 | COM |
| M & T BK CORP | 426 | 85871 | COM |
| COMCAST CORP NEW | 2773 | 82875 | CL A |
| INTEL CORP | 3400 | 82518 | COM |
| VANGUARD INDEX FDS | 431 | 82351 | VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 324 | 81889 | NASDAQ 100 ETF |
| METLIFE INC | 1019 | 80440 | COM |
| MERCURY SYS INC | 1100 | 80311 | COM |
| CAPITAL GROUP CORE BALANCED | 2272 | 80271 | SHS |
| NIKE INC | 1250 | 79638 | CL B |
| CITIGROUP INC | 680 | 79349 | COM NEW |
| GLOBUS MED INC | 900 | 78579 | CL A |
| URANIUM ENERGY CORP | 6700 | 78256 | COM |
| TEVA PHARMACEUTICAL INDS LTD | 2500 | 78025 | SPONSORED ADS |
| VANGUARD INDEX FDS | 300 | 77385 | SMALL CP ETF |
| REGENERON PHARMACEUTICALS | 100 | 77187 | COM |
| VANECK ETF TRUST | 1300 | 76446 | ISRAEL ETF |
| SNOWFLAKE INC | 342 | 75021 | COM SHS |
| ALLSTATE CORP | 339 | 70563 | COM |
| ISHARES INC | 950 | 69958 | MSCI GBL GOLD MN |
| ISHARES INC | 850 | 68629 | MSCI JAPAN ETF |
| VERIZON COMMUNICATIONS INC | 1677 | 68304 | COM |
| ALCON AG | 862 | 67934 | ORD SHS |
| GOLD FIELDS LTD | 1552 | 67760 | SPONSORED ADR |
| ISHARES TR | 140 | 66262 | RUS 1000 GRW ETF |
| CMS ENERGY CORP | 939 | 65664 | COM |
| OTIS WORLDWIDE CORP | 724 | 63241 | COM |
| SELECT SECTOR SPDR TR | 1147 | 62794 | STATE STREET FIN |
| INVESCO EXCH TRADED FD TR II | 850 | 60707 | S&P500 LOW VOL |
| IREN LIMITED | 1600 | 60432 | ORDINARY SHARES |
| GUIDEWIRE SOFTWARE INC | 300 | 60303 | COM |
| PRUDENTIAL FINL INC | 500 | 56440 | COM |
| ISHARES TR | 284 | 56408 | MSCI USA QLT FCT |
| PALO ALTO NETWORKS INC | 300 | 55260 | COM |
| SHELL PLC | 750 | 55110 | SPON ADS |
| PORTLAND GEN ELEC CO | 1100 | 52789 | COM NEW |
| PROSHARES TR | 452 | 52361 | ULTRPRO S&P500 |
| VANECK ETF TRUST | 700 | 51744 | RARE EARTH AND S |
| AUTOMATIC DATA PROCESSING IN | 200 | 51446 | COM |
| J P MORGAN EXCHANGE TRADED F | 935 | 50533 | ACTIVE BOND ETF |
| VERACYTE INC | 1200 | 50520 | COM |
| DNP SELECT INCOME FD INC | 4891 | 48861 | COM |
| ZOETIS INC | 380 | 47812 | CL A |
| CAPITAL GROUP GROWTH ETF | 1064 | 47331 | SHS CREATION UNI |
| METALLUS INC | 2756 | 47293 | COM |
| DAVITA INC | 400 | 45444 | COM |
| ELECTRONIC ARTS INC | 220 | 44953 | COM |
| APPLIED MATLS INC | 169 | 43505 | COM |
| SPDR DOW JONES INDL AVERAGE | 90 | 43251 | UT SER 1 |
| GENMAB A/S | 1400 | 43120 | SPONSORED ADS |
| DYNATRACE INC | 950 | 41173 | COM NEW |
| EDWARDS LIFESCIENCES CORP | 480 | 40920 | COM |
| FORTUNE BRANDS INNOVATIONS I | 800 | 40016 | COM |
| DUPONT DE NEMOURS INC | 463 | 39332 | COM |
| INVESCO EXCH TRADED FD TR II | 341 | 39090 | S&P 500 REVENUE |
| MESABI TR | 1000 | 38520 | CTF BEN INT |
| WEST PHARMACEUTICAL SVSC INC | 138 | 37969 | COM |
| SCHWAB STRATEGIC TR | 1275 | 37753 | US LCAP VA ETF |
| ENTERGY CORP NEW | 400 | 36972 | COM |
| ILLINOIS TOOL WKS INC | 150 | 36945 | COM |
| UNITED PARCEL SERVICE INC | 425 | 36814 | CL B |
| ADOBE INC | 105 | 36749 | COM |
| COLUMBIA ETF TR I | 886 | 36182 | RESH ENHNC COR |
| DIMENSIONAL ETF TRUST | 770 | 36036 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 57 | 35785 | S&P 500 ETF SHS |
| PROSHARES TR | 783 | 35743 | S&P 500 HIGH INC |
| PIMCO ETF TR | 377 | 35056 | ACTIVE BD ETF |
| NETFLIX INC | 367 | 34406 | COM |
| TELEFONAKTIEBOLAGET LM ERICS | 3500 | 33775 | ADR B SEK 10 |
| PAYCHEX INC | 300 | 33654 | COM |
| INVESCO EXCH TRADED FD TR II | 280 | 33410 | S&P 500 MOMNTM |
| DIREXION SHS ETF TR | 150 | 33092 | DRX S&P500BULL |
| SUN LIFE FINANCIAL INC. | 530 | 33072 | COM |
| XYLEM INC | 240 | 32683 | COM |
| LAMAR ADVERTISING CO NEW | 250 | 31645 | CL A |
| WILLIAMS COS INC | 525 | 31558 | COM |
| ISHARES TR | 334 | 31449 | MSCI USA MIN VOL |
| KEYCORP | 1505 | 31062 | COM |
| HESS MIDSTREAM LP | 900 | 31050 | CL A SHS |
| COCA COLA CONS INC | 200 | 30660 | COM |
| ISHARES TR | 217 | 29751 | RUS MD CP GR ETF |
| CLOUDFLARE INC | 150 | 29573 | CL A COM |
| ISHARES TR | 442 | 29172 | CORE S&P MCP ETF |
| THERMO FISHER SCIENTIFIC INC | 50 | 28973 | COM |
| PROSHARES TR | 274 | 28466 | S&P 500 DV ARIST |
| ISHARES TR | 400 | 28392 | CORE MSCI EURO |
| DEXCOM INC | 425 | 28207 | COM |
| ISHARES TR | 450 | 27968 | U.S. MED DVC ETF |
| RIGETTI COMPUTING INC | 1250 | 27688 | COMMON STOCK |
| REALTY INCOME CORP | 479 | 27001 | COM |
| FIRST TR EXCHANGE-TRADED FD | 100 | 26918 | DJ INTERNT IDX |
| ISHARES TR | 126 | 26503 | RUS 1000 VAL ETF |
| AMERICAN TOWER CORP NEW | 149 | 26160 | COM |
| OPEN TEXT CORP | 800 | 26064 | COM |
| ISHARES TR | 155 | 26031 | CORE S&P US GWT |
| FIDELITY MERRIMACK STR TR | 559 | 25726 | TOTAL BD ETF |
| SELECT SECTOR SPDR TR | 214 | 25192 | STATE STREET COM |
| WORLD GOLD TR | 294 | 25141 | SPDR GLD MINIS |
| VANGUARD INTL EQUITY INDEX F | 300 | 25083 | FTSE EUROPE ETF |
| ISHARES TR | 177 | 24940 | S&P SML 600 GWT |
| FORTIVE CORP | 450 | 24845 | COM |
| MOHAWK INDS INC | 225 | 24593 | COM |
| EMCOR GROUP INC | 40 | 24472 | COM |
| VERTIV HOLDINGS CO | 150 | 24302 | COM CL A |
| EXCHANGE TRADED CONCEPTS TRU | 378 | 23984 | RANGE NUCLEAR RE |
| ENBRIDGE INC | 500 | 23915 | COM |
| CIRCLE INTERNET GROUP INC | 300 | 23790 | COM CL A |
| SPDR GOLD TR | 60 | 23779 | GOLD SHS |
| PHILIP MORRIS INTL INC | 148 | 23739 | COM |
| RUBRIK INC. | 300 | 22944 | CL A |
| TE CONNECTIVITY PLC | 100 | 22751 | ORD SHS |
| NOKIA CORP | 3500 | 22645 | SPONSORED ADR |
| COLUMBIA ETF TR I | 800 | 22626 | RESH ENHNC VLU |
| GOLDMAN SACHS GROUP INC | 25 | 21975 | COM |
| ROKU INC | 200 | 21698 | COM CL A |
| FUTU HLDGS LTD | 125 | 20526 | SPON ADS CL A |
| NEUBERGER ENGY INFRSTR & INC | 2400 | 20400 | COM |
| ALLY FINL INC | 450 | 20381 | COM |
| GENERAL MLS INC | 400 | 20372 | COM |
| ISHARES TR | 165 | 20066 | CORE HIGH DV ETF |
| BROWN & BROWN INC | 250 | 19925 | COM |
| PAYCOM SOFTWARE INC | 125 | 19920 | COM |
| ENTERPRISE PRODS PARTNERS L | 620 | 19877 | COM |
| EVERGY INC | 269 | 19500 | COM |
| WELLTOWER INC | 100 | 18561 | COM |
| AGNC INVT CORP | 1730 | 18546 | COM |
| AIR PRODS & CHEMS INC | 75 | 18527 | COM |
| CONOCOPHILLIPS | 200 | 18344 | COM |
| VANGUARD SCOTTSDALE FDS | 225 | 17939 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 56 | 17629 | LARGE CAP ETF |
| PACS GROUP INC | 450 | 17276 | COM SHS |
| MORGAN STANLEY | 96 | 17043 | COM NEW |
| GDL FD | 2000 | 16940 | COM SH BEN IT |
| QUALCOMM INC | 97 | 16592 | COM |
| ORMAT TECHNOLOGIES INC | 150 | 16571 | COM |
| AMGEN INC | 50 | 16366 | COM |
| PENSKE AUTOMOTIVE GRP INC | 100 | 15829 | COM |
| HALOZYME THERAPEUTICS INC | 235 | 15816 | COM |
| VICI PPTYS INC | 559 | 15719 | COM |
| ARGAN INC | 50 | 15666 | COM |
| PIMCO ETF TR | 585 | 15608 | MULTISECTOR BD |
| CRH PLC | 125 | 15600 | ORD |
| FIRST TR EXCHANGE-TRADED FD | 350 | 15519 | SHS |
| ISHARES TR | 500 | 15480 | PFD AND INCM SEC |
| SELECT SECTOR SPDR TR | 360 | 15368 | STATE STREET UTI |
| SERVICENOW INC | 100 | 15319 | COM |
| NEOGENOMICS INC | 1300 | 15288 | COM NEW |
| PGIM ETF TR | 362 | 15218 | TOTAL RETURN BON |
| VANGUARD SCOTTSDALE FDS | 255 | 14976 | SHORT TERM TREAS |
| SEAGATE TECHNOLOGY HLDNGS PL | 100 | 14963 | ORD SHS |
| BIOLIFE SOLUTIONS INC | 600 | 14508 | COM NEW |
| ISHARES TR | 100 | 14114 | SELECT DIVID ETF |
| SCHWAB STRATEGIC TR | 518 | 14095 | FUNDAMENTAL US L |
| STERLING INFRASTRUCTURE INC | 46 | 14087 | COM |
| NATWEST GROUP PLC | 800 | 14000 | SPONS ADR |
| INVESCO EXCHANGE TRADED FD T | 175 | 13801 | SEMICONDUCTORS |
| GENERAC HLDGS INC | 100 | 13637 | COM |
| ASTRAZENECA PLC | 145 | 13330 | SPONSORED ADR |
| UIPATH INC | 800 | 13112 | CL A |
| ISHARES TR | 109 | 13100 | CORE S&P SCP ETF |
| EXELON CORP | 300 | 13077 | COM |
| VIATRIS INC | 1033 | 12864 | COM |
| ETFIS SER TR I | 558 | 12847 | VIRTUS NEWFLEET |
| INTERNATIONAL BUSINESS MACHS | 100 | 12788 | COM |
| BARCLAYS PLC | 500 | 12725 | ADR |
| INVESCO EXCH TRADED FD TR II | 200 | 12602 | S&P GBL WATER |
| ANNALY CAPITAL MANAGEMENT IN | 550 | 12298 | COM NEW |
| UBER TECHNOLOGIES INC | 150 | 12257 | COM |
| FIDELITY COVINGTON TRUST | 336 | 12229 | ENHANCED MID |
| WASTE CONNECTIONS INC | 69 | 12100 | COM |
| VANGUARD WORLD FD | 100 | 12096 | ESG US STK ETF |
| BLACKROCK SCIENCE & TECHNOLO | 534 | 12083 | SHS BEN INT |
| NATIONAL FUEL GAS CO | 150 | 12009 | COM |
| XPLR INFRASTRUCTURE LP | 1200 | 12000 | COM UNIT PART IN |
| ECOLAB INC | 45 | 11813 | COM |
| SCHWAB STRATEGIC TR | 438 | 11787 | US LRG CAP ETF |
| WHEATON PRECIOUS METALS CORP | 100 | 11767 | COM |
| VEECO INSTRS INC DEL | 400 | 11432 | COM |
| ARCHER AVIATION INC | 1500 | 11280 | COM CL A |
| CAPITAL GROUP EQUITY ETF TR | 390 | 11248 | US SMALL AND MID |
| LYONDELLBASELL INDUSTRIES N | 225 | 10953 | SHS - A - |
| GOLDMAN SACHS ETF TR | 82 | 10854 | ACTIVEBETA US LG |
| NOVO-NORDISK A S | 213 | 10826 | ADR |
| DOW INC | 463 | 10825 | COM |
| CARRIER GLOBAL CORPORATION | 203 | 10727 | COM |
| RIGEL PHARMACEUTICALS INC | 250 | 10708 | COM |
| BLACKROCK ETF TRUST II | 200 | 10554 | ISHARES FLEXIBLE |
| IRON MTN INC DEL | 123 | 10203 | COM |
| KIMBERLY-CLARK CORP | 100 | 10089 | COM |
| DTE ENERGY CO | 77 | 9931 | COM |
| ISHARES TR | 54 | 9785 | RUS 2000 VAL ETF |
| TERADYNE INC | 50 | 9678 | COM |
| J P MORGAN EXCHANGE TRADED F | 190 | 9612 | ULTRA SHRT ETF |
| FIRST MAJESTIC SILVER CORP | 575 | 9583 | COM |
| REPUBLIC SVCS INC | 45 | 9537 | COM |
| FIRST TR EXCHANGE TRADED FD | 336 | 9370 | NASDQ OIL GAS |
| SCHWAB STRATEGIC TR | 254 | 9159 | FUNDAMENTAL EMER |
| ISHARES TR | 75 | 9095 | ESG MSCI LEADR |
| PIMCO CORPORATE & INCOME OPP | 700 | 9030 | COM |
| INVESCO EXCHANGE TRADED FD T | 265 | 9030 | S&P500 EQL MAT |
| ISHARES TR | 100 | 8946 | CORE MSCI EAFE |
| COEUR MNG INC | 500 | 8915 | COM NEW |
| ARCUTIS BIOTHERAPEUTICS INC | 300 | 8712 | COM |
| SELECT SECTOR SPDR TR | 215 | 8675 | STATE STREET REA |
| ISHARES TR | 58 | 8624 | CORE S&P TTL STK |
| TRANSMEDICS GROUP INC | 69 | 8394 | COM |
| GLOBAL PARTNERS LP | 200 | 8370 | COM UNITS |
| SCHWAB STRATEGIC TR | 185 | 8364 | FUNDAMENTAL INTL |
| THE CAMPBELLS COMPANY | 300 | 8361 | COM |
| FLEXSHARES TR | 100 | 8081 | QUALT DIVD IDX |
| EVERSOURCE ENERGY | 118 | 7945 | COM |
| ACM RESH INC | 200 | 7890 | COM CL A |
| INTERNATIONAL PAPER CO | 200 | 7878 | COM |
| AVANOS MED INC | 700 | 7861 | COM |
| VANGUARD WORLD FD | 10 | 7851 | INF TECH ETF |
| LITHIUM AMERS CORP NEW | 1800 | 7848 | COM SHS |
| AMERICAN EXPRESS CO | 21 | 7769 | COM |
| PIMCO ACCESS INCOME FUND | 500 | 7650 | SHS BENFIN INT |
| APTIV PLC | 100 | 7609 | COM SHS |
| SPOTIFY TECHNOLOGY S A | 13 | 7549 | SHS |
| TAKE-TWO INTERACTIVE SOFTWAR | 29 | 7425 | COM |
| LEIDOS HOLDINGS INC | 40 | 7237 | COM |
| KINETIK HOLDINGS INC | 200 | 7210 | COM NEW CL A |
| PIMCO ETF TR | 75 | 7196 | ENHNCD LW DUR AC |
| WEYERHAEUSER CO MTN BE | 300 | 7107 | COM NEW |
| PERMIAN RESOURCES CORP | 500 | 7015 | CLASS A COM |
| SCHWAB STRATEGIC TR | 245 | 6978 | US SML CAP ETF |
| TTM TECHNOLOGIES INC | 100 | 6900 | COM |
| PERIMETER SOLUTIONS INC | 250 | 6883 | COMMON STOCK |
| TOLL BROTHERS INC | 50 | 6761 | COM |
| FIDELITY COVINGTON TRUST | 118 | 6689 | HIGH DIVID ETF |
| VERALTO CORP | 66 | 6585 | COM SHS |
| GE VERNOVA INC | 10 | 6536 | COM |
| PGIM GLOBAL HIGH YIELD FD FO | 525 | 6481 | COM |
| UNIVERSAL DISPLAY CORP | 55 | 6467 | COM |
| AURINIA PHARMACEUTICALS INC | 400 | 6380 | COM |
| ZIM INTEGRATED SHIPPING SERV | 300 | 6369 | SHS |
| AMNEAL PHARMACEUTICALS INC | 500 | 6300 | COM STK CL A |
| AGNICO EAGLE MINES LTD | 37 | 6273 | COM |
| KAYNE ANDERSON ENERGY INFRST | 503 | 6231 | COM |
| TOYOTA MOTOR CORP | 36 | 6201 | ADS |
| TMC THE METALS COMPANY INC | 1000 | 6170 | COM |
| ARES CAPITAL CORP | 300 | 6069 | COM |
| INGEVITY CORP | 100 | 5918 | COM |
| ALPS ETF TR | 125 | 5878 | ALERIAN MLP |
| INVESCO EXCHANGE TRADED FD T | 128 | 5874 | RAFI US 1500 |
| J P MORGAN EXCHANGE TRADED F | 101 | 5867 | NASDAQ EQT PREM |
| ZIONS BANCORPORATION N A | 100 | 5854 | COM |
| FIDELITY COVINGTON TRUST | 26 | 5841 | MSCI INFO TECH I |
| VALLEY NATL BANCORP | 500 | 5840 | COM |
| STARBUCKS CORP | 69 | 5810 | COM |
| DBV TECHNOLOGIES S A | 300 | 5751 | SPONSORED ADS |
| PROLOGIS INC. | 45 | 5745 | COM |
| SCHWAB STRATEGIC TR | 176 | 5741 | US LCAP GR ETF |
| SIMON PPTY GROUP INC NEW | 31 | 5738 | COM |
| CHIMERA INVT CORP | 461 | 5730 | COM SHS |
| TIDAL TRUST III | 304 | 5693 | VISTASHARES TRGT |
| NICE LTD | 50 | 5652 | SPONSORED ADR |
| KINDER MORGAN INC DEL | 205 | 5640 | COM |
| ELEVANCE HEALTH INC FORMERLY | 16 | 5609 | COM |
| SAREPTA THERAPEUTICS INC | 260 | 5595 | COM |
| WISDOMTREE TR | 200 | 5571 | CYBERSECURITY FD |
| GABELLI DIVID & INCOME TR | 200 | 5554 | COM |
| BIGBEAR AI HLDGS INC | 1000 | 5400 | COM |
| GLOBAL X FDS | 303 | 5354 | NASDAQ 100 COVER |
| PIMCO DYNAMIC INCOME FD | 300 | 5313 | SHS |
| NIOCORP DEVS LTD | 1000 | 5300 | COM NEW |
| GOLDMAN SACHS ETF TR | 100 | 5287 | NASDAQ-100 PREMI |
| FIDELITY COVINGTON TRUST | 72 | 5276 | MSCI COMMNTN SVC |
| BECTON DICKINSON & CO | 27 | 5240 | COM |
| ISHARES TR | 38 | 5196 | MSCI USA VALUE |
| PRICE T ROWE GROUP INC | 48 | 4914 | COM |
| DIMENSIONAL ETF TRUST | 150 | 4886 | EMGR CRE EQT MNG |
| STANLEY BLACK & DECKER INC | 50 | 4868 | COM |
| COHEN & STEERS INFRASTRUCTUR | 201 | 4853 | COM |
| HEALTHPEAK PROPERTIES INC | 300 | 4824 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 189 | 4606 | SHS |
| SOLARIS ENERGY INFRAS INC | 100 | 4597 | COM CL A |
| PERMA-PIPE INTL HLDGS INC | 150 | 4554 | COM |
| BLACKROCK HEALTH SCIENCES TE | 300 | 4515 | COM SHS |
| DOXIMITY INC | 100 | 4428 | CL A |
| CURTISS WRIGHT CORP | 8 | 4410 | COM |
| SYLVAMO CORP | 91 | 4382 | COMMON STOCK |
| WESTERN AST INFL LKD OPP & I | 500 | 4295 | COM |
| BLACKROCK INC | 4 | 4281 | COM |
| ATLANTA BRAVES HLDGS INC | 100 | 4249 | COM SER A |
| DYNEX CAP INC | 300 | 4203 | COM |
| MCKESSON CORP | 5 | 4101 | COM |
| ISHARES TR | 109 | 4076 | BROAD USD HIGH |
| ALKERMES PLC | 150 | 3999 | SHS |
| ALNYLAM PHARMACEUTICALS INC | 10 | 3977 | COM |
| TWO HBRS INVT CORP | 375 | 3938 | COM |
| THE CIGNA GROUP | 14 | 3853 | COM |
| CHEMOURS CO | 323 | 3808 | COM |
| SENTINELONE INC | 250 | 3750 | CL A |
| BP PLC | 100 | 3445 | SPONSORED ADR |
| BXP INC | 50 | 3374 | COM |
| BROOKFIELD CORP | 72 | 3308 | CL A LTD VT SH |
| ISHARES TR | 126 | 3144 | GLOBAL REIT ETF |
| PIMCO INCOME STRATEGY FD II | 300 | 3129 | COM |
| NWPX INFRASTRUCTURE INC | 50 | 3125 | COM |
| CARNIVAL CORP | 100 | 3054 | UNIT 99/99/9999 |
| VONTIER CORPORATION | 80 | 2974 | COM |
| CAVA GROUP INC | 50 | 2935 | COM |
| TIDAL TRUST II | 200 | 2920 | YIELDMAX GOOGL |
| AEROVIRONMENT INC | 12 | 2903 | COM |
| JOHNSON CTLS INTL PLC | 23 | 2754 | SHS |
| ELLINGTON FINANCIAL INC | 200 | 2716 | COM |
| CONSTELLATION ENERGY CORP | 7 | 2473 | COM |
| FIDELITY COVINGTON TRUST | 33 | 2451 | MSCI HLTH CARE I |
| ANALOG DEVICES INC | 9 | 2441 | COM |
| BRIGHTHOUSE FINL INC | 37 | 2397 | COM |
| CANOPY GROWTH CORP | 2000 | 2280 | COM NEW |
| SANA BIOTECHNOLOGY INC | 500 | 2035 | COM |
| NOVAVAX INC | 300 | 2016 | COM NEW |
| TJX COS INC NEW | 13 | 1997 | COM |
| BAXTER INTL INC | 100 | 1911 | COM |
| BIT DIGITAL INC | 1000 | 1890 | SHS |
| ARTIVA BIOTHERAPEUTICS INC | 400 | 1716 | COM |
| SCHWAB STRATEGIC TR | 52 | 1639 | FUNDAMENTAL US S |
| ISHARES TR | 35 | 1321 | INTL EQTY FACTOR |
| SUPER MICRO COMPUTER INC | 44 | 1288 | COM NEW |
| ENDAVA PLC | 200 | 1264 | ADS |
| GOLDMAN SACHS ETF TR | 29 | 1207 | ACTIVEBETA EME |
| PLUG POWER INC | 510 | 1005 | COM NEW |
| CODEXIS INC | 500 | 815 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 9 | 738 | COMMON STOCK |
| GLOBAL X FDS | 12 | 610 | ARTIFICIAL ETF |
| DBX ETF TR | 14 | 602 | XTRACKERS ARTIFI |
| NL INDS INC | 100 | 547 | COM NEW |
| CENTURY THERAPEUTICS INC | 500 | 497 | COM |
| ALECTOR INC | 300 | 468 | COM |
| NKARTA INC | 200 | 370 | COM |
| FIRSTENERGY CORP | 8 | 337 | COM |
| DNOW INC | 25 | 331 | COM |
| MODERNA INC | 10 | 295 | COM |
| FATE THERAPEUTICS INC | 300 | 295 | COM |
| KOPIN CORP | 100 | 234 | COM |
| ADVANSIX INC | 10 | 173 | COM |
| KYNDRYL HLDGS INC | 5 | 133 | COMMON STOCK |
| FORD MTR CO | 11 | 128 | COM |
| LUCID GROUP INC | 10 | 106 | COM NEW |
| EVOLENT HEALTH INC | 25 | 100 | CL A |
| GENERAL MTRS CO | 2 | 89 | COM |
| AURORA CANNABIS INC | 8 | 34 | COM |
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