Q2  2021 |
≡ |
PARA - Paramount Global CL B |
Add 154.68% |
208,662 |
1.35 |
≡ |
VEA - Vanguard FTSE Developed ETF |
Add 125.09% |
8,386 |
0.06 |
≡ |
FI - Fiserv Inc. |
Add 71.37% |
34,573 |
0.53 |
≡ |
AMGN - Amgen |
Add 67.43% |
11,216 |
0.39 |
≡ |
BDX - Becton Dickinson |
Add 58.25% |
11,310 |
0.39 |
≡ |
IWF - iShares Russell 1000 Growth ETF |
Add 53.96% |
667 |
0.02 |
≡ |
MTB - M&T Bank Corp. |
Add 44.86% |
21,993 |
0.46 |
≡ |
VIG - Vanguard Dividend Apprec ETF |
Add 35.68% |
929 |
0.02 |
≡ |
CMCSA - Comcast Corp. |
Add 26.17% |
84,849 |
0.69 |
≡ |
MRK - Merck & Co. |
Add 21.83% |
30,974 |
0.35 |
≡ |
KMB - Kimberly-Clark |
Add 21.29% |
13,889 |
0.27 |
≡ |
LGVN - Longeveron Inc |
Add 16.67% |
500 |
0.01 |
≡ |
QCOM - QUALCOMM Inc. |
Add 15.34% |
20,825 |
0.43 |
≡ |
VYM - Vanguard High Dvd Yield ETF |
Add 15.21% |
3,207 |
0.05 |
≡ |
VZ - Verizon Communications |
Add 11.98% |
25,110 |
0.20 |
≡ |
VTI - Vanguard Total Stock Mkt ETF |
Add 8.44% |
266 |
0.01 |
≡ |
SDY - SPDR S&P Dividend ETF |
Add 6.43% |
245 |
0.00 |
≡ |
KO - Coca Cola Co. |
Add 4.60% |
17,535 |
0.14 |
≡ |
TFC - Truist Financial Corp. |
Add 3.92% |
14,296 |
0.11 |
≡ |
ED - Consolidated Edison |
Add 3.22% |
3,537 |
0.04 |
≡ |
USB - U.S. Bancorp |
Add 2.82% |
11,746 |
0.10 |
≡ |
MDY - SPDR S&P Midcap 400 ETF Trst |
Add 2.01% |
104 |
0.01 |
≡ |
IVV - Ishares Core S&P 500 ETF |
Add 1.30% |
22 |
0.00 |
≡ |
PNC - PNC Financial Services |
Add 1.28% |
808 |
0.02 |
≡ |
TMO - Thermo Fisher Scientific |
Add 1.07% |
233 |
0.02 |
≡ |
IWM - iShares Russell 2000 ETF |
Add 0.65% |
48 |
0.00 |
≡ |
AAPL - Apple Inc. |
Add 0.50% |
601 |
0.01 |
≡ |
BMY - Bristol-Myers Squibb |
Add 0.27% |
22 |
0.00 |
≡ |
LHX - L3Harris Technologies Inc. |
Add 0.18% |
42 |
0.00 |
≡ |
PNW - Pinnacle West Capital |
Add 0.10% |
234 |
0.00 |
≡ |
QQQ - Invesco Qqq Trust Series 1 |
Add 0.10% |
1 |
0.00 |
≡ |
ABBV - AbbVie Inc. |
Add 0.01% |
22 |
0.00 |
≡ |
BK - Bank of New York Mellon Corp. |
Buy |
61,700 |
0.45 |
≡ |
WBD - Warner Bros. Discovery Inc. |
Buy |
10,000 |
0.04 |
≡ |
IJR - Ishares Core S&P Small Cap E |
Buy |
1,878 |
0.03 |
≡ |
SPYX - SPDR S&P 500 Fossil Fuel Res |
Buy |
5,814 |
0.03 |
≡ |
VO - Vanguard Mid Cap ETF |
Buy |
870 |
0.03 |
Q1  2021 |
≡ |
GD - General Dynamics |
Add 489.35% |
18,096 |
0.49 |
≡ |
USB - U.S. Bancorp |
Add 262.53% |
301,999 |
2.49 |
≡ |
PNW - Pinnacle West Capital |
Add 183.69% |
151,429 |
1.84 |
≡ |
VYM - Vanguard High Dvd Yield ETF |
Add 120.03% |
11,504 |
0.17 |
≡ |
FI - Fiserv Inc. |
Add 119.55% |
26,379 |
0.47 |
≡ |
MTB - M&T Bank Corp. |
Add 110.48% |
25,732 |
0.58 |
≡ |
IGSB - Ishares 1 5y Inv Grade Corp |
Add 86.40% |
15,974 |
0.13 |
≡ |
PEP - PepsiCo Inc. |
Add 79.43% |
50,320 |
1.06 |
≡ |
ISTB - Ishares Core 1 5 Year Usd Bo |
Add 70.07% |
23,918 |
0.18 |
≡ |
JMST - Jpm Ultra Short Muni Income |
Add 68.66% |
25,386 |
0.19 |
≡ |
KO - Coca Cola Co. |
Add 60.50% |
143,677 |
1.13 |
≡ |
VUG - Vanguard Growth ETF |
Add 60.32% |
783 |
0.03 |
≡ |
LHX - L3Harris Technologies Inc. |
Add 58.41% |
8,812 |
0.27 |
≡ |
JPST - Jpmorgan Ultra Short Income |
Add 39.26% |
29,810 |
0.23 |
≡ |
ED - Consolidated Edison |
Add 25.98% |
22,661 |
0.25 |
≡ |
VZ - Verizon Communications |
Add 22.45% |
38,421 |
0.33 |
≡ |
IWM - iShares Russell 2000 ETF |
Add 19.02% |
1,182 |
0.04 |
≡ |
MRK - Merck & Co. |
Add 17.32% |
20,941 |
0.24 |
≡ |
GILD - Gilead Sciences |
Add 16.79% |
50,430 |
0.49 |
≡ |
IGIB - Ishares 5 10y Inv Grade Corp |
Add 13.27% |
619 |
0.01 |
≡ |
CMCSA - Comcast Corp. |
Add 12.34% |
35,601 |
0.29 |
≡ |
K - Kellanova |
Add 8.20% |
27,626 |
0.26 |
≡ |
VIG - Vanguard Dividend Apprec ETF |
Add 7.56% |
183 |
0.00 |
≡ |
DUK - Duke Energy |
Add 7.10% |
5,314 |
0.08 |
≡ |
GIS - General Mills |
Add 7.05% |
9,769 |
0.09 |
≡ |
KMB - Kimberly-Clark |
Add 6.49% |
3,975 |
0.08 |
≡ |
QQQ - Invesco Qqq Trust Series 1 |
Add 6.42% |
63 |
0.00 |
≡ |
PG - Procter & Gamble |
Add 5.68% |
185 |
0.00 |
≡ |
T - AT&T Inc. |
Add 4.80% |
16,597 |
0.08 |
≡ |
IVV - Ishares Core S&P 500 ETF |
Add 4.13% |
67 |
0.00 |
≡ |
CVS - CVS Health Corp. |
Add 2.61% |
8,718 |
0.10 |
≡ |
IEI - Ishares 3 7 Year Treasury Bo |
Add 1.96% |
35 |
0.00 |
≡ |
QCOM - QUALCOMM Inc. |
Add 1.83% |
2,437 |
0.05 |
≡ |
PNC - PNC Financial Services |
Add 1.82% |
1,129 |
0.03 |
≡ |
SHY - iShares 1-3 Year Treasury Bond ETF |
Add 1.74% |
224 |
0.00 |
≡ |
ABBV - AbbVie Inc. |
Add 1.51% |
3,449 |
0.06 |
≡ |
CGEN - Compugen Ltd |
Add 1.42% |
1,500 |
0.00 |
≡ |
TFC - Truist Financial Corp. |
Add 1.03% |
3,727 |
0.03 |
≡ |
CVX - Chevron Corp. |
Add 0.74% |
949 |
0.01 |
≡ |
SLB - Schlumberger Ltd. |
Add 0.63% |
884 |
0.00 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 0.42% |
900 |
0.02 |
≡ |
META - Meta Platforms Inc. |
Add 0.28% |
120 |
0.01 |
≡ |
CSCO - Cisco Systems |
Add 0.15% |
693 |
0.01 |
≡ |
BDX - Becton Dickinson |
Buy |
19,417 |
0.70 |
≡ |
AMGN - Amgen |
Buy |
16,633 |
0.62 |
≡ |
MDY - SPDR S&P Midcap 400 ETF Trst |
Buy |
5,185 |
0.37 |
≡ |
TSLA - Tesla Inc. |
Buy |
3,129 |
0.10 |
≡ |
UL - Unilever PLC |
Buy |
7,518 |
0.06 |
≡ |
VEA - Vanguard FTSE Developed ETF |
Buy |
6,704 |
0.05 |
≡ |
IWF - iShares Russell 1000 Growth ETF |
Buy |
1,236 |
0.04 |
≡ |
LGVN - Longeveron Inc |
Buy |
3,000 |
0.03 |
≡ |
VB - Vanguard Small Cap ETF |
Buy |
1,019 |
0.03 |
Q4  2020 |
≡ |
JPST - Jpmorgan Ultra Short Income |
Add 130.33% |
42,961 |
0.37 |
≡ |
VYM - Vanguard High Dvd Yield ETF |
Add 109.76% |
5,015 |
0.08 |
≡ |
IGSB - Ishares 1 5y Inv Grade Corp |
Add 99.07% |
9,201 |
0.08 |
≡ |
LHX - L3Harris Technologies Inc. |
Add 83.83% |
6,880 |
0.22 |
≡ |
SUB - Ishares Short Term National |
Add 64.37% |
5,481 |
0.10 |
≡ |
ISTB - Ishares Core 1 5 Year Usd Bo |
Add 60.99% |
12,931 |
0.11 |
≡ |
ED - Consolidated Edison |
Add 25.04% |
17,468 |
0.21 |
≡ |
SHY - iShares 1-3 Year Treasury Bond ETF |
Add 24.49% |
2,540 |
0.04 |
≡ |
PG - Procter & Gamble |
Add 18.54% |
509 |
0.01 |
≡ |
KO - Coca Cola Co. |
Add 16.07% |
32,875 |
0.30 |
≡ |
JNJ - Johnson & Johnson |
Add 10.29% |
2,446 |
0.07 |