| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q2 2026filed Jul 15, 266 new26 added14 reduced5 exited | ||||
| ≡ | PG – PROCTER & GAMBLE CO | Add 188.00% | 95,599 | 1.07 |
| ≡ | ADP – AUTOMATIC DATA PROCESSING IN | Add 312.00% | 42,410 | 0.77 |
| ≡ | TEL – TE CONNECTIVITY PLC | Add 132.00% | 43,275 | 0.62 |
| ≡ | PEP – PEPSICO INC | Add 11.00% | 26,774 | −0.49 |
| ≡ | CMCSA – COMCAST CORP NEW | Add 10.00% | 87,242 | −0.40 |
| ≡ | ABT – ABBOTT LABORATORIES | Buy | 47,262 | 0.35 |
| ≡ | HD – HOME DEPOT INC | Add 25.00% | 12,922 | 0.29 |
| ≡ | MCD – MCDONALDS CORP | Add 1028.00% | 11,241 | 0.24 |
| ≡ | MDT – MEDTRONIC PLC | Add 15.00% | 57,976 | −0.23 |
| ≡ | STZ – CONSTELLATION BRANDS INC | Add 60.00% | 27,997 | 0.20 |
| ≡ | TMO – THERMO FISHER SCIENTIFIC INC | Add 23.00% | 5,121 | 0.11 |
| ≡ | NKE – NIKE INC | Add 68.00% | 90,813 | 0.10 |
| ≡ | TSN – TYSON FOODS INC | Add 32.00% | 119,862 | 0.10 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 8.00% | 19,967 | 0.09 |
| ≡ | QQQ – INVESCO QQQ TR | Buy | 1,491 | 0.09 |
| ≡ | INTU – INTUIT | Add 192.00% | 7,077 | 0.08 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 15.00% | 4,340 | 0.07 |
| ≡ | VONG – VANGUARD SCOTTSDALE FDS | Add 92.00% | 5,589 | 0.06 |
| ≡ | VO – VANGUARD INDEX FDS | Add 388.00% | 29,788 | 0.04 |
| ≡ | IWF – ISHARES TR | Add 298.00% | 79,749 | 0.03 |
| ≡ | RSP – INVESCO EXCHANGE TRADED FD T | Buy | 1,150 | 0.02 |
| ≡ | EMXC – ISHARES INC | Buy | 2,292 | 0.02 |
| ≡ | LOW – LOWES COS INC | Add 22.00% | 14,611 | 0.02 |
| ≡ | IBM – INTERNATIONAL BUSINESS MACHS | Buy | 755 | 0.02 |
| ≡ | TSLA – TESLA INC | Buy | 494 | 0.02 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 6.00% | 6,699 | 0.01 |
| ≡ | SPYX – SPDR SERIES TRUST | Add 7.00% | 881 | 0.01 |
| ≡ | META – META PLATFORMS INC | Add 14.00% | 4,726 | −0.00 |
| ≡ | IJH – ISHARES TR | Add 7.00% | 347 | 0.00 |
| ≡ | ESGD – ISHARES TR | Add 9.00% | 520 | 0.00 |
| ≡ | VUG – VANGUARD INDEX FDS | Add 464.00% | 15,272 | −0.00 |
| ≡ | SKYX – SKYX PLATFORMS CORP | Add 7.00% | 13,334 | −0.00 |
| Q1 2026filed Apr 22, 267 new18 added17 reduced9 exited | ||||
| ≡ | PEP – PEPSICO INC | Add 18.00% | 36,613 | 0.80 |
| ≡ | CMCSA – COMCAST CORP NEW | Add 51.00% | 303,670 | 0.77 |
| ≡ | PG – PROCTER & GAMBLE CO | Add 2220.00% | 48,717 | 0.65 |
| ≡ | NKE – NIKE INC | Buy | 132,752 | |
| Q4 2025filed Jan 16, 262 new14 added9 reduced2 exited | ||||
| ≡ | LMT – LOCKHEED MARTIN CORP | Add 44.00% | 10,087 | 0.37 |
| ≡ | GNRC – GENERAC HLDGS INC | Add 69.00% | 46,101 | 0.35 |
| ≡ | TXN – TEXAS INSTRS INC | Add 31.00% | 31,558 | 0.34 |
| ≡ | ACCENTURE PLC IRELAND | Add 111.00% | 10,334 | 0.26 |
| Q3 2025filed Oct 14, 255 new12 added14 reduced6 exited | ||||
| ≡ | LMT – LOCKHEED MARTIN CORP | Buy | 22,990 | 1.06 |
| ≡ | FISV – FISERV INC | Add 706.00% | 68,595 | 0.77 |
| ≡ | TSN – TYSON FOODS INC | Add 82.00% | 163,140 | 0.70 |
| ≡ | STZ – CONSTELLATION BRANDS INC | Buy | 38,878 | |
| Q2 2025filed Aug 13, 257 new29 added9 reduced4 exited | ||||
| ≡ | AMAT – APPLIED MATLS INC | Buy | 51,071 | 0.95 |
| ≡ | TGT – TARGET CORP | Add 167.00% | 99,054 | 0.91 |
| ≡ | PEP – PEPSICO INC | Add 60.00% | 82,343 | 0.71 |
| ≡ | GNRC – GENERAC HLDGS INC | Add 185.00% | 43,382 | |
| Q1 2025filed Apr 22, 256 new24 added23 reduced11 exited | ||||
| ≡ | MAVF – EA SERIES TRUST | Buy | 422,381 | 4.41 |
| ≡ | PEP – PEPSICO INC | Add 114.00% | 73,645 | 1.22 |
| ≡ | MDT – MEDTRONIC PLC | Add 12.00% | 38,297 | 0.83 |
| ≡ | TGT – TARGET CORP | Buy | 59,175 | |
| Q4 2024filed Jan 22, 2510 new17 added11 reduced2 exited | ||||
| ≡ | AMGN – AMGEN INC | Add 96.00% | 45,573 | 0.82 |
| ≡ | DG – DOLLAR GEN CORP NEW | Buy | 81,217 | 0.64 |
| ≡ | BRK.B – BERKSHIRE HATHAWAY INC DEL | Add 353.00% | 9,793 | 0.45 |
| ≡ | PEP – PEPSICO INC | Add 105.00% | 32,980 | |
| Q3 2024filed Oct 10, 245 new26 added5 reduced4 exited | ||||
| ≡ | SBUX – STARBUCKS CORP | Add 10.00% | 18,472 | 0.50 |
| ≡ | MDT – MEDTRONIC PLC | Add 11.00% | 30,769 | 0.48 |
| ≡ | QCOM – QUALCOMM INC | Add 16.00% | 22,921 | −0.27 |
| ≡ | BDX – BECTON DICKINSON & CO | Add 38.00% | 9,645 | |
| Q2 2024filed Jul 15, 245 new19 added8 reduced4 exited | ||||
| ≡ | MDT – MEDTRONIC PLC | Add 52.00% | 95,376 | 0.71 |
| ≡ | TSN – TYSON FOODS INC | Add 181.00% | 96,692 | 0.65 |
| ≡ | PEP – PEPSICO INC | Add 252.00% | 21,880 | 0.42 |
| ≡ | LOW – LOWES COS INC | Buy | 11,045 | |
| Q1 2024filed Apr 15, 244 new22 added13 reduced3 exited | ||||
| ≡ | AEP – AMERICAN ELEC PWR CO INC | Add 43.00% | 69,976 | 0.71 |
| ≡ | DUK – DUKE ENERGY CORP NEW | Add 339.00% | 50,380 | 0.57 |
| ≡ | FDX – FEDEX CORP | Add 28.00% | 11,046 | 0.48 |
| ≡ | TSN – TYSON FOODS INC | Buy | 53,484 | |
| Q4 2023filed Jan 24, 249 new14 added5 reduced3 exited | ||||
| ≡ | MS – MORGAN STANLEY | Add 13.00% | 34,351 | 0.47 |
| ≡ | ZBH – ZIMMER BIOMET HOLDINGS INC | Add 27.00% | 21,459 | 0.29 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 30.00% | 45,811 | 0.28 |
| ≡ | LHX – L3HARRIS TECHNOLOGIES INC | Add 7.00% | 3,877 | |
| Q3 2023filed Oct 12, 232 new19 added21 reduced5 exited | ||||
| ≡ | NEE – NEXTERA ENERGY INC | Buy | 156,583 | 1.28 |
| ≡ | UNH – UNITEDHEALTH GROUP INC | Add 169.00% | 11,915 | 0.90 |
| ≡ | AEP – AMERICAN ELEC PWR CO INC | Add 55.00% | 76,285 | 0.70 |
| ≡ | RTX – RTX CORPORATION | Buy | 51,157 | |
| 0.64 |
| ≡ | MSFT – MICROSOFT CORP | Add 20.00% | 28,642 | −0.39 |
| ≡ | ADP – AUTOMATIC DATA PROCESSING IN | Buy | 13,591 | 0.25 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 11.00% | 26,042 | 0.21 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 6.00% | 5,494 | 0.14 |
| ≡ | ACCENTURE PLC IRELAND | Add 68.00% | 13,328 | 0.13 |
| ≡ | INTU – INTUIT | Add 721.00% | 3,243 | 0.12 |
| ≡ | IJR – ISHARES TR | Add 8.00% | 5,095 | 0.10 |
| ≡ | TMO – THERMO FISHER SCIENTIFIC INC | Add 6.00% | 1,206 | −0.09 |
| ≡ | VOO – VANGUARD INDEX FDS | Add 8.00% | 2,269 | 0.08 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 12.00% | 3,185 | 0.08 |
| ≡ | IVZ – INVESCO QQQ TR | Buy | 1,464 | 0.08 |
| ≡ | VO – VANGUARD INDEX FDS | Add 52.00% | 2,622 | 0.07 |
| ≡ | VONG – VANGUARD SCOTTSDALE FDS | Buy | 6,100 | 0.06 |
| ≡ | QCOM – QUALCOMM INC | Add 32.00% | 69,682 | 0.05 |
| ≡ | MPC – MARATHON PETE CORP | Buy | 854 | 0.02 |
| ≡ | CL – COLGATE PALMOLIVE CO | Buy | 2,383 | 0.02 |
| ≡ | SCHD – SCHWAB STRATEGIC TR | Buy | 6,521 | 0.02 |
| ≡ | VWO – VANGUARD INTL EQUITY INDEX F | Add 6.00% | 2,545 | 0.02 |
| ≡ | IWF – ISHARES TR | Add 11.00% | 2,569 | 0.02 |
| ≡ | AMZN – AMAZON COM INC | Add 8.00% | 10,150 | −0.01 |
| ≡ | IEMG – ISHARES INC | Add 8.00% | 325 | 0.00 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 7.00% | 16,429 | −0.16 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 10.00% | 9,188 | 0.10 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 7.00% | 14,550 | 0.09 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 26.00% | 5,432 | 0.09 |
| ≡ | STZ – CONSTELLATION BRANDS INC | Add 17.00% | 6,534 | 0.08 |
| ≡ | IJR – ISHARES TR | Add 9.00% | 5,168 | 0.04 |
| ≡ | VO – VANGUARD INDEX FDS | Add 28.00% | 1,122 | 0.02 |
| ≡ | BMY – BRISTOL-MYERS SQUIBB CO | Buy | 3,929 | 0.02 |
| ≡ | META – META PLATFORMS INC | Add 14.00% | 4,052 | −0.01 |
| ≡ | LOW – LOWES COS INC | Add 7.00% | 4,411 | −0.00 |
| ≡ | 374WATER INC | Buy | 10,000 | 0.00 |
| ≡ | XLK – SELECT SECTOR SPDR TR | Add 100.00% | 1,158 | −0.00 |
| 0.49 |
| ≡ | AMAT – APPLIED MATLS INC | Add 42.00% | 21,442 | 0.43 |
| ≡ | ACCENTURE PLC IRELAND | Add 1075.00% | 8,550 | 0.19 |
| ≡ | SBUX – STARBUCKS CORP | Add 9.00% | 17,634 | −0.15 |
| ≡ | VOO – VANGUARD INDEX FDS | Add 12.00% | 2,858 | 0.15 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 46.00% | 6,575 | 0.11 |
| ≡ | TGT – TARGET CORP | Add 12.00% | 19,492 | −0.10 |
| ≡ | QQQ – INVESCO QQQ TR | Buy | 1,452 | 0.08 |
| ≡ | TCHP – T ROWE PRICE ETF INC | Add 18.00% | 11,634 | 0.05 |
| ≡ | VO – VANGUARD INDEX FDS | Add 43.00% | 1,180 | 0.03 |
| ≡ | TSLA – TESLA INC | Buy | 595 | 0.02 |
| ≡ | UNH – UNITEDHEALTH GROUP INC | Buy | 745 | 0.02 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 6.00% | 11,509 | 0.02 |
| ≡ | GLD – SPDR GOLD TR | Add 10.00% | 93 | 0.01 |
| 0.65 |
| ≡ | PNC – PNC FINL SVCS GROUP INC | Add 13.00% | 22,125 | 0.39 |
| ≡ | LOW – LOWES COS INC | Add 54.00% | 21,206 | 0.37 |
| ≡ | TXN – TEXAS INSTRS INC | Add 7.00% | 6,245 | 0.28 |
| ≡ | USB – US BANCORP DEL | Add 8.00% | 51,528 | 0.24 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 8.00% | 17,348 | 0.23 |
| ≡ | QCOM – QUALCOMM INC | Add 9.00% | 17,036 | 0.18 |
| ≡ | IWF – ISHARES TR | Add 10.00% | 2,145 | 0.17 |
| ≡ | SBUX – STARBUCKS CORP | Add 26.00% | 41,852 | 0.17 |
| ≡ | FISV – FISERV INC | Buy | 9,711 | 0.17 |
| ≡ | VOO – VANGUARD INDEX FDS | Add 9.00% | 2,089 | 0.16 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 50.00% | 4,778 | 0.08 |
| ≡ | INVESCO QQQ TR | Buy | 1,371 | 0.08 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 11.00% | 8,201 | 0.08 |
| ≡ | GD – GENERAL DYNAMICS CORP | Add 7.00% | 2,444 | 0.07 |
| ≡ | CMCSA – COMCAST CORP NEW | Add 13.00% | 94,769 | 0.07 |
| ≡ | IJR – ISHARES TR | Add 13.00% | 6,150 | 0.06 |
| ≡ | VO – VANGUARD INDEX FDS | Add 86.00% | 1,277 | 0.04 |
| ≡ | IJH – ISHARES TR | Buy | 5,511 | 0.03 |
| ≡ | PLTR – PALANTIR TECHNOLOGIES INC | Buy | 2,313 | 0.03 |
| ≡ | TMO – THERMO FISHER SCIENTIFIC INC | Add 36.00% | 5,665 | 0.03 |
| ≡ | AVGO – BROADCOM INC | Buy | 1,092 | 0.03 |
| ≡ | ASTS – AST SPACEMOBILE INC | Buy | 5,900 | 0.03 |
| ≡ | FDX – FEDEX CORP | Add 12.00% | 6,049 | −0.02 |
| ≡ | COF – CAPITAL ONE FINL CORP | Add 32.00% | 782 | 0.02 |
| ≡ | GOOGL – ALPHABET INC | Add 18.00% | 581 | 0.01 |
| ≡ | EFA – ISHARES TR | Add 7.00% | 1,019 | 0.01 |
| ≡ | JNJ – JOHNSON & JOHNSON | Add 7.00% | 220 | −0.01 |
| ≡ | BMY – BRISTOL-MYERS SQUIBB CO | Add 16.00% | 637 | −0.00 |
| ≡ | GLD – SPDR GOLD TR | Add 18.00% | 147 | 0.00 |
| ≡ | V – VISA INC | Add 17.00% | 164 | 0.00 |
| ≡ | SKYX – SKYX PLATFORMS CORP | Add 27.00% | 43,333 | 0.00 |
| ≡ | SDY – SPDR SERIES TRUST | Add 6.00% | 245 | −0.00 |
| 0.67 |
| ≡ | LOW – LOWES COS INC | Add 172.00% | 24,689 | 0.62 |
| ≡ | ZBH – ZIMMER BIOMET HOLDINGS INC | Add 45.00% | 40,869 | 0.61 |
| ≡ | DG – DOLLAR GEN CORP NEW | Add 62.00% | 50,584 | 0.61 |
| ≡ | QCOM – QUALCOMM INC | Add 9.00% | 16,443 | 0.39 |
| ≡ | TSN – TYSON FOODS INC | Add 17.00% | 29,077 | 0.36 |
| ≡ | GNRC – GENERAC HLDGS INC | Buy | 23,390 | 0.32 |
| ≡ | GD – GENERAL DYNAMICS CORP | Add 32.00% | 8,073 | 0.29 |
| ≡ | NEE – NEXTERA ENERGY INC | Add 10.00% | 22,308 | 0.22 |
| ≡ | PFE – PFIZER INC | Add 26.00% | 65,535 | 0.18 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 13.00% | 8,656 | 0.17 |
| ≡ | TXN – TEXAS INSTRS INC | Add 9.00% | 7,533 | 0.14 |
| ≡ | VOO – VANGUARD INDEX FDS | Add 11.00% | 2,246 | 0.12 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 73.00% | 4,008 | 0.08 |
| ≡ | USB – US BANCORP DEL | Add 7.00% | 40,788 | −0.07 |
| ≡ | SCHD – SCHWAB STRATEGIC TR | Buy | 19,557 | 0.06 |
| ≡ | IJR – ISHARES TR | Add 15.00% | 6,457 | 0.04 |
| ≡ | QQQM – INVESCO EXCH TRADED FD TR II | Buy | 1,520 | 0.03 |
| ≡ | PM – PHILIP MORRIS INTL INC | Buy | 1,362 | 0.02 |
| ≡ | XOM – EXXON MOBIL CORP | Add 8.00% | 345 | 0.01 |
| ≡ | PARAMOUNT GLOBAL | Add 27.00% | 5,245 | 0.01 |
| ≡ | PG – PROCTER AND GAMBLE CO | Add 14.00% | 310 | 0.01 |
| ≡ | LLY – ELI LILLY & CO | Add 13.00% | 38 | 0.01 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 24.00% | 2,129 | 0.01 |
| ≡ | VO – VANGUARD INDEX FDS | Add 11.00% | 151 | 0.00 |
| ≡ | GOOGL – ALPHABET INC | Add 11.00% | 321 | −0.00 |
| ≡ | QQQ – INVESCO QQQ TR | Add 6.00% | 73 | 0.00 |
| 0.42 |
| ≡ | BAC – BANK AMERICA CORP | Add 913.00% | 57,500 | 0.26 |
| ≡ | HUM – HUMANA INC | Buy | 6,598 | 0.17 |
| ≡ | QQQ – INVESCO QQQ TR | Buy | 1,275 | 0.07 |
| ≡ | DCGO – DOCGO INC | Buy | 100,000 | 0.04 |
| ≡ | IJR – ISHARES TR | Add 17.00% | 6,195 | 0.04 |
| ≡ | ADP – AUTOMATIC DATA PROCESSING IN | Buy | 1,090 | 0.03 |
| ≡ | COST – COSTCO WHSL CORP NEW | Add 64.00% | 350 | 0.03 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 15.00% | 26,774 | −0.03 |
| ≡ | ACCENTURE PLC IRELAND | Add 106.00% | 850 | 0.03 |
| ≡ | LMT – LOCKHEED MARTIN CORP | Buy | 526 | 0.03 |
| ≡ | AON – AON PLC | Buy | 691 | 0.03 |
| ≡ | AVGO – BROADCOM INC | Buy | 1,060 | 0.03 |
| ≡ | APH – AMPHENOL CORP NEW | Buy | 3,056 | 0.02 |
| ≡ | HON – HONEYWELL INTL INC | Buy | 909 | 0.02 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 42.00% | 1,609 | 0.02 |
| ≡ | VWO – VANGUARD INTL EQUITY INDEX F | Add 8.00% | 3,064 | −0.02 |
| ≡ | ETN – EATON CORP PLC | Add 59.00% | 500 | 0.02 |
| ≡ | INTU – INTUIT | Add 56.00% | 250 | 0.01 |
| ≡ | ESGD – ISHARES TR | Add 54.00% | 2,304 | 0.01 |
| ≡ | IWR – ISHARES TR | Add 9.00% | 4,467 | 0.01 |
| ≡ | SPYX – SPDR SER TR | Add 19.00% | 2,270 | 0.01 |
| ≡ | VO – VANGUARD INDEX FDS | Add 35.00% | 343 | 0.01 |
| ≡ | SKYX – SKYX PLATFORMS CORP | Add 22.00% | 28,333 | 0.01 |
| 0.23 |
| ≡ | UNP – UNION PAC CORP | Add 8.00% | 5,070 | 0.16 |
| ≡ | LOW – LOWES COS INC | Add 30.00% | 3,345 | 0.14 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 14.00% | 21,616 | 0.12 |
| ≡ | IJR – ISHARES TR | Add 23.00% | 6,700 | 0.10 |
| ≡ | TSN – TYSON FOODS INC | Add 12.00% | 17,651 | 0.09 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 9.00% | 5,527 | 0.08 |
| ≡ | VOO – VANGUARD INDEX FDS | Add 10.00% | 1,683 | 0.08 |
| ≡ | MDY – SPDR S&P MIDCAP 400 ETF TR | Add 24.00% | 1,248 | 0.08 |
| ≡ | IVV – ISHARES TR | Add 53.00% | 1,128 | 0.07 |
| ≡ | IWF – ISHARES TR | Add 12.00% | 2,090 | 0.06 |
| ≡ | IWR – ISHARES TR | Add 11.00% | 4,897 | 0.05 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 155.00% | 2,357 | 0.05 |
| ≡ | NUE – NUCOR CORP | Buy | 2,698 | 0.05 |
| ≡ | IWN – ISHARES TR | Buy | 1,765 | 0.03 |
| ≡ | IBM – INTERNATIONAL BUSINESS MACHS | Buy | 1,123 | 0.03 |
| ≡ | TSLA – TESLA INC | Buy | 833 | 0.02 |
| ≡ | IT – GARTNER INC | Buy | 400 | 0.02 |
| ≡ | IWD – ISHARES TR | Add 14.00% | 818 | 0.02 |
| ≡ | VWO – VANGUARD INTL EQUITY INDEX F | Add 7.00% | 2,633 | 0.02 |
| ≡ | SPYX – SPDR SER TR | Add 22.00% | 2,087 | 0.01 |
| ≡ | ESGD – ISHARES TR | Add 34.00% | 1,083 | 0.01 |
| ≡ | INVESCO QQQ TR | Add 13.00% | 142 | 0.00 |
| ≡ | VO – VANGUARD INDEX FDS | Add 11.00% | 101 | 0.00 |
| ≡ | VB – VANGUARD INDEX FDS | Add 8.00% | 90 | 0.00 |
| ≡ | GOOGL – ALPHABET INC | Add 15.00% | 397 | −0.00 |
| ≡ | SKYX – SKYX PLATFORMS CORP | Add 30.00% | 30,000 | 0.00 |
| ≡ | SPYG – SPDR SER TR | Add 6.00% | 199 | 0.00 |
| 0.29 |
| ≡ | SBUX – STARBUCKS CORP | Add 40.00% | 54,401 | 0.28 |
| ≡ | AMGN – AMGEN INC | Add 9.00% | 3,845 | 0.28 |
| ≡ | CSCO – CISCO SYS INC | Add 13.00% | 68,020 | 0.24 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 13.00% | 18,511 | 0.10 |
| ≡ | CMCSA – COMCAST CORP NEW | Add 8.00% | 56,104 | −0.08 |
| ≡ | PFE – PFIZER INC | Add 7.00% | 19,377 | 0.07 |
| ≡ | IJR – ISHARES TR | Add 27.00% | 6,159 | 0.07 |
| ≡ | HD – HOME DEPOT INC | Add 8.00% | 3,402 | −0.06 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 8.00% | 4,557 | 0.05 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 1045.00% | 7,940 | 0.05 |
| ≡ | UNP – UNION PAC CORP | Add 6.00% | 3,715 | −0.04 |
| ≡ | DCGO – DOCGO INC | Buy | 100,000 | 0.04 |
| ≡ | IWR – ISHARES TR | Add 13.00% | 5,006 | 0.03 |
| ≡ | APH – AMPHENOL CORP NEW | Buy | 3,056 | 0.02 |
| ≡ | AON – AON PLC | Buy | 691 | 0.02 |
| ≡ | PFS – PROVIDENT FINL SVCS INC | Buy | 13,623 | 0.02 |
| ≡ | IWD – ISHARES TR | Add 21.00% | 986 | 0.02 |
| ≡ | GOOGL – ALPHABET INC | Add 8.00% | 200 | 0.01 |
| ≡ | VTV – VANGUARD INDEX FDS | Add 12.00% | 167 | 0.00 |
| ≡ | SKYX – SKYX PLATFORMS CORP | Add 54.00% | 35,000 | 0.00 |
| 0.38 |
| ≡ | NEE – NEXTERA ENERGY INC | Add 23.00% | 44,151 | 0.32 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 14.00% | 28,328 | 0.27 |
| ≡ | VOO – VANGUARD INDEX FDS | Add 27.00% | 3,902 | 0.25 |
| ≡ | RTX – RTX CORPORATION | Add 29.00% | 15,941 | 0.24 |
| ≡ | TXN – TEXAS INSTRS INC | Add 19.00% | 13,975 | 0.23 |
| ≡ | UNH – UNITEDHEALTH GROUP INC | Add 33.00% | 6,135 | 0.21 |
| ≡ | PEP – PEPSICO INC | Buy | 8,686 | 0.18 |
| ≡ | SBUX – STARBUCKS CORP | Add 25.00% | 27,819 | 0.16 |
| ≡ | PFE – PFIZER INC | Add 33.00% | 69,339 | 0.16 |
| ≡ | USB – US BANCORP DEL | Add 8.00% | 46,923 | 0.16 |
| ≡ | MDT – MEDTRONIC PLC | Add 8.00% | 13,312 | 0.13 |
| ≡ | IWR – ISHARES TR | Add 30.00% | 9,302 | 0.10 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 15.00% | 18,154 | 0.10 |
| ≡ | IJR – ISHARES TR | Add 48.00% | 7,473 | 0.09 |
| ≡ | IWF – ISHARES TR | Add 9.00% | 1,450 | 0.08 |
| ≡ | TCHP – T ROWE PRICE ETF INC | Add 16.00% | 7,508 | 0.05 |
| ≡ | LLY – ELI LILLY & CO | Buy | 297 | 0.03 |
| ≡ | IWD – ISHARES TR | Add 34.00% | 1,213 | 0.03 |
| ≡ | IWB – ISHARES TR | Buy | 721 | 0.02 |
| ≡ | SKYX – SKYX PLATFORMS CORP | Add 333.00% | 50,000 | 0.01 |
| ≡ | VWO – VANGUARD INTL EQUITY INDEX F | Add 8.00% | 2,813 | 0.01 |
| ≡ | WMT – WALMART INC | Add 182.00% | 3,126 | 0.00 |
| 0.22 |
| ≡ | DUK – DUKE ENERGY CORP NEW | Buy | 14,850 | 0.18 |
| ≡ | NEE – NEXTERA ENERGY INC | Add 20.00% | 31,305 | 0.17 |
| ≡ | MTB – M & T BK CORP | Add 16.00% | 12,590 | 0.17 |
| ≡ | PFE – PFIZER INC | Add 7.00% | 14,305 | −0.15 |
| ≡ | APD – AIR PRODS & CHEMS INC | Add 10.00% | 5,730 | −0.11 |
| ≡ | RTX – RTX CORPORATION | Add 8.00% | 3,875 | 0.06 |
| ≡ | VOO – VANGUARD INDEX FDS | Add 9.00% | 1,246 | 0.06 |
| ≡ | INVESCO QQQ TR | Buy | 1,074 | 0.06 |
| ≡ | LBAI 11/17/12 P7.5 – LAKELAND BANCORP INC | Buy | 20,876 | 0.04 |
| ≡ | IBM – INTERNATIONAL BUSINESS MACHS | Buy | 1,455 | 0.03 |
| ≡ | CL – COLGATE PALMOLIVE CO | Buy | 2,650 | 0.03 |
| ≡ | IJR – ISHARES TR | Add 11.00% | 1,596 | 0.03 |
| ≡ | SPYG – SPDR SER TR | Buy | 3,212 | 0.03 |
| ≡ | VO – VANGUARD INDEX FDS | Buy | 888 | 0.03 |
| ≡ | VTV – VANGUARD INDEX FDS | Buy | 1,382 | 0.03 |
| ≡ | ETN – EATON CORP PLC | Buy | 842 | 0.03 |
| ≡ | IWR – ISHARES TR | Add 6.00% | 1,614 | 0.02 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 33.00% | 187 | 0.01 |
| ≡ | IWD – ISHARES TR | Add 16.00% | 488 | 0.01 |
| 0.52 |
| ≡ | LHX – L3HARRIS TECHNOLOGIES INC | Add 62.00% | 22,406 | 0.48 |
| ≡ | USB – US BANCORP DEL | Add 11.00% | 61,522 | 0.38 |
| ≡ | PFE – PFIZER INC | Add 71.00% | 80,761 | 0.34 |
| ≡ | VYM – VANGUARD WHITEHALL FDS | Add 22.00% | 9,479 | 0.14 |
| ≡ | TXN – TEXAS INSTRS INC | Add 20.00% | 11,806 | 0.14 |
| ≡ | PARAMOUNT GLOBAL | Add 34.00% | 140,395 | 0.11 |
| ≡ | VEA – VANGUARD TAX-MANAGED FDS | Add 19.00% | 18,827 | 0.10 |
| ≡ | ZBH – ZIMMER BIOMET HOLDINGS INC | Add 33.00% | 19,928 | 0.07 |
| ≡ | IWR – ISHARES TR | Add 32.00% | 6,997 | 0.06 |
| ≡ | IWF – ISHARES TR | Add 12.00% | 1,661 | 0.06 |
| ≡ | IJR – ISHARES TR | Add 51.00% | 4,746 | 0.06 |
| ≡ | TCHP – T ROWE PRICE ETF INC | Add 37.00% | 12,463 | 0.05 |
| ≡ | MDT – MEDTRONIC PLC | Add 6.00% | 9,797 | −0.04 |
| ≡ | IWD – ISHARES TR | Add 28.00% | 673 | 0.01 |
| ≡ | VWO – VANGUARD INTL EQUITY INDEX F | Add 6.00% | 1,956 | 0.01 |
| ≡ | GLD – SPDR GOLD TR | Add 11.00% | 400 | 0.01 |
| ≡ | GOOGL – ALPHABET INC | Add 9.00% | 210 | 0.01 |