Q2  2020 |
≡ |
UPS - United Parcel Service |
Add 1.23% |
1,000 |
0.02 |
≡ |
VZ - Verizon Communications |
Add 1.21% |
2,263 |
0.02 |
≡ |
ZBH - Zimmer Biomet Holdings |
Add 1.20% |
893 |
0.02 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 1.05% |
26 |
0.00 |
≡ |
ETN - Eaton Corp. |
Add 0.61% |
903 |
0.02 |
≡ |
EFG - Ishares Msci Eafe Growth ETF |
Add 0.59% |
21 |
0.00 |
≡ |
VUG - Vanguard Growth ETF |
Add 0.08% |
1 |
0.00 |
≡ |
USB - U.S. Bancorp |
Buy |
114,829 |
0.81 |
≡ |
MTB - M&T Bank Corp. |
Buy |
24,612 |
0.49 |
≡ |
OPK - OPKO Health Inc. |
Buy |
100,000 |
0.07 |
≡ |
VYM - Vanguard High Dvd Yield ETF |
Buy |
4,259 |
0.06 |
≡ |
IGIB - Ishares 5 10y Inv Grade Corp |
Buy |
4,206 |
0.05 |
≡ |
IEMG - iShares Core MSCI Emerging Markets ETF |
Buy |
4,706 |
0.04 |
≡ |
QQQ - Invesco Qqq Trust Series 1 |
Buy |
851 |
0.04 |
≡ |
VIG - Vanguard Dividend Apprec ETF |
Buy |
1,823 |
0.04 |
≡ |
WMT - Walmart Inc. |
Buy |
5,250 |
0.04 |
Q1  2020 |
≡ |
CVX - Chevron Corp. |
Add 1175.57% |
89,343 |
1.47 |
≡ |
CVS - CVS Health Corp. |
Add 1164.87% |
302,865 |
4.09 |
≡ |
WFC - Wells Fargo |
Add 1123.28% |
475,149 |
3.10 |
≡ |
TFC - Truist Financial Corp. |
Add 1102.89% |
314,324 |
2.21 |
≡ |
ABBV - AbbVie Inc. |
Add 1068.64% |
245,788 |
4.26 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 1061.01% |
211,672 |
4.34 |
≡ |
CSCO - Cisco Systems |
Add 1054.70% |
440,863 |
3.95 |
≡ |
MET - MetLife Inc. |
Add 966.23% |
345,911 |
2.41 |
≡ |
QCOM - QUALCOMM Inc. |
Add 950.53% |
145,431 |
2.24 |
≡ |
MSFT - Microsoft Corp. |
Add 925.14% |
166,063 |
5.97 |
≡ |
GILD - Gilead Sciences |
Add 920.14% |
264,080 |
4.49 |
≡ |
META - Meta Platforms Inc. |
Add 770.98% |
39,320 |
1.50 |
≡ |
PEP - PepsiCo Inc. |
Add 722.27% |
57,059 |
1.56 |
≡ |
PARA - Paramount Global CL B |
Add 705.46% |
428,212 |
1.37 |
≡ |
ETN - Eaton Corp. |
Add 597.69% |
126,112 |
2.23 |
≡ |
TMO - Thermo Fisher Scientific |
Add 548.34% |
27,691 |
1.78 |
≡ |
AAPL - Apple Inc. |
Add 538.94% |
103,476 |
1.50 |
≡ |
MS - Morgan Stanley |
Add 527.36% |
189,850 |
1.47 |
≡ |
COF - Capital One Financial |
Add 493.79% |
73,081 |
0.84 |
≡ |
ZBH - Zimmer Biomet Holdings |
Add 488.53% |
61,555 |
1.42 |
≡ |
CMCSA - Comcast Corp. |
Add 477.37% |
203,836 |
1.60 |
≡ |
DVN - Devon Energy Corp. |
Add 463.99% |
134,558 |
0.21 |
≡ |
EBAY - eBay Inc. |
Add 454.65% |
240,965 |
1.65 |
≡ |
STT - State Street Corp. |
Add 447.57% |
112,340 |
1.37 |
≡ |
MDLZ - Mondelez International |
Add 446.54% |
120,567 |
1.37 |
≡ |
GOOG - Alphabet Inc. CL C |
Add 427.61% |
159,500 |
2.12 |
≡ |
GS - Goldman Sachs Group |
Add 414.20% |
35,207 |
1.24 |
≡ |
FDX - FedEx Corp. |
Add 409.56% |
44,233 |
1.22 |
≡ |
OXY - Occidental Petroleum |
Add 406.43% |
134,122 |
0.35 |
≡ |
TEL - TE Connectivity |
Add 368.57% |
76,294 |
1.09 |
≡ |
SLB - Schlumberger Ltd. |
Add 224.17% |
82,271 |
0.26 |
≡ |
K - Kellanova |
Buy |
325,539 |
4.45 |
≡ |
VZ - Verizon Communications |
Buy |
186,313 |
2.28 |
≡ |
T - AT&T Inc. |
Buy |
315,032 |
2.09 |
≡ |
MRK - Merck & Co. |
Buy |
118,009 |
2.07 |
≡ |
KMB - Kimberly-Clark |
Buy |
69,514 |
2.02 |
≡ |
HD - Home Depot |
Buy |
45,293 |
1.93 |
≡ |
GIS - General Mills |
Buy |
157,319 |
1.89 |
≡ |
UPS - United Parcel Service |
Buy |
81,112 |
1.73 |
≡ |
PNC - PNC Financial Services |
Buy |
64,051 |
1.40 |
≡ |
XOM - Exxon Mobil Corp. |
Buy |
135,351 |
1.17 |
≡ |
IBM - International Business Machines |
Buy |
30,951 |
0.78 |
≡ |
DUK - Duke Energy |
Buy |
41,393 |
0.76 |
≡ |
JNJ - Johnson & Johnson |
Buy |
24,272 |
0.72 |
≡ |
UL - Unilever PLC |
Buy |
53,320 |
0.61 |
≡ |
KO - Coca Cola Co. |
Buy |
46,377 |
0.47 |
≡ |
IWB - Ishares Russell 1000 ETF |
Buy |
6,295 |
0.20 |
≡ |
ISTB - Ishares Core 1 5 Year Usd Bo |
Buy |
15,371 |
0.18 |
≡ |
CGEN - Compugen Ltd |
Buy |
95,700 |
0.16 |
≡ |
BMY - Bristol-Myers Squibb |
Buy |
10,636 |
0.14 |
≡ |
SHY - iShares 1-3 Year Treasury Bond ETF |
Buy |
7,197 |
0.14 |
≡ |
IWM - iShares Russell 2000 ETF |
Buy |
4,962 |
0.13 |
≡ |
SHV - Ishares Short Treasury Bond |
Buy |
4,583 |
0.12 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Buy |
2,470 |
0.10 |
≡ |
IVV - Ishares Core S&P 500 ETF |
Buy |
1,587 |
0.09 |
≡ |
EFA - iShares MSCI EAFE ETF |
Buy |
6,626 |
0.08 |
≡ |
AMZN - Amazon.com Inc. |
Buy |
3,360 |
0.07 |
≡ |
AXP - American Express |
Buy |
2,863 |
0.06 |
≡ |
EFG - Ishares Msci Eafe Growth ETF |
Buy |
3,580 |
0.06 |
≡ |
IGSB - Ishares 1 5y Inv Grade Corp |
Buy |
5,024 |
0.06 |
≡ |
JPST - Jpmorgan Ultra Short Income |
Buy |
5,046 |
0.06 |
≡ |
PG - Procter & Gamble |
Buy |
2,287 |
0.06 |
≡ |
SDY - SPDR S&P Dividend ETF |
Buy |
3,454 |
0.06 |
≡ |
AFL - AFLAC Inc. |
Buy |
6,201 |
0.05 |
≡ |
IEI - Ishares 3 7 Year Treasury Bo |
Buy |
1,785 |
0.05 |
≡ |
VUG - Vanguard Growth ETF |
Buy |
1,297 |
0.05 |
≡ |
SRNE - Sorrento Therapeutics |
Buy |
50,000 |
0.02 |
≡ |
EYPT - EyePoint Pharmaceuticals Inc. |
Buy |
26,500 |
0.01 |
≡ |
CNVS - Cineverse Corp. |
Buy |
618 |
0.00 |
Q4  2019 |
≡ |
FDX - FedEx Corp. |
Add 56.52% |
3,900 |
1.05 |
≡ |
OXY - Occidental Petroleum |
Add 31.47% |
7,900 |
0.58 |
≡ |
EBAY - eBay Inc. |
Add 22.97% |
9,900 |
0.63 |
≡ |
MDLZ - Mondelez International |
Add 20.54% |
4,600 |
0.45 |
≡ |
CSCO - Cisco Systems |
Add 19.43% |
6,800 |
0.58 |
≡ |
CVS - CVS Health Corp. |
Add 7.44% |
1,800 |
0.24 |
≡ |
DVN - Devon Energy Corp. |
Add 7.41% |
2,000 |
0.09 |
≡ |
GILD - Gilead Sciences |
Add 5.51% |
1,500 |
0.17 |
≡ |
SLB - Schlumberger Ltd. |
Add 3.38% |
1,200 |
0.09 |
≡ |
CMCSA - Comcast Corp. |
Add 2.40% |
1,000 |
0.08 |
≡ |
PARA - Paramount Global CL B |
Buy |
60,700 |
4.52 |
≡ |
TFC - Truist Financial Corp. |
Buy |
28,500 |
2.85 |
Q3  2019 |
≡ |
FDX - FedEx Corp. |
Add 115.63% |
3,700 |
1.02 |
≡ |
VIAB - Viacom Inc. |
Add 86.60% |
42,000 |
1.92 |
≡ |
ABBV - AbbVie Inc. |
Add 15.00% |
3,000 |
0.43 |