Albion Financial Group
Latest statistics and disclosures from Albion Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IWR, LVHD, AAPL, MSFT, and represent 31.71% of Albion Financial Group's stock portfolio.
- Added to shares of these 10 stocks: ABBV (+$5.5M), ABT, LVHD, VCSH, NVDA, IGIB, DIS, RIVN, MUB, TXN.
- Started 53 new stock positions in DKNG, ALTM, SWKS, SOUN, DXCM, CMCSA, CLIX, SHOP, HLNE, NOW.
- Reduced shares in these 10 stocks: SPLV, TSLA, SPYD, PFFD, WSM, LQD, USRT, VOO, HDV, ESGV.
- Sold out of its positions in Agex Therapeutics, APD, Aurora Cannabis, HRB, CVS, DOV, Etf Managers Tr tierra xp latin, FITB, BKLN, TIP.
- Albion Financial Group was a net buyer of stock by $8.9M.
- Albion Financial Group has $1.3B in assets under management (AUM), dropping by 6.75%.
- Central Index Key (CIK): 0001054677
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Portfolio Holdings for Albion Financial Group
Albion Financial Group holds 502 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Albion Financial Group has 502 total positions. Only the first 250 positions are shown.
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- Download the Albion Financial Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.3 | $146M | 303k | 480.70 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 5.9 | $76M | 908k | 84.09 |
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| Legg Mason Etf Invt Franklin Us Low (LVHD) | 5.5 | $71M | +3% | 1.9M | 36.84 |
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| Apple (AAPL) | 4.6 | $60M | 347k | 171.48 |
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| Microsoft Corporation (MSFT) | 4.5 | $58M | 138k | 420.72 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.2 | $42M | +3% | 543k | 77.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $40M | 263k | 150.93 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.9 | $37M | 334k | 110.52 |
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| Amazon (AMZN) | 2.7 | $35M | 195k | 180.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $28M | -2% | 68k | 420.52 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $27M | 453k | 58.65 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $26M | 131k | 200.30 |
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| Home Depot (HD) | 1.9 | $25M | 65k | 383.60 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.9 | $24M | +4% | 465k | 51.60 |
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| Costco Wholesale Corporation (COST) | 1.7 | $22M | 31k | 732.63 |
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| Fiserv (FI) | 1.7 | $22M | 139k | 159.82 |
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| Oracle Corporation (ORCL) | 1.6 | $20M | 161k | 125.61 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $20M | 38k | 523.07 |
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| Visa Com Cl A (V) | 1.4 | $18M | 65k | 279.08 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.4 | $18M | 354k | 50.45 |
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| Ishares Tr Ishares Biotech (IBB) | 1.4 | $18M | 130k | 137.22 |
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| UnitedHealth (UNH) | 1.4 | $18M | -2% | 36k | 494.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $17M | 49k | 346.61 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $15M | 26k | 581.20 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $14M | 32k | 454.87 |
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| Broadcom (AVGO) | 1.1 | $14M | 10k | 1325.41 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.0 | $14M | 341k | 39.53 |
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| Starbucks Corporation (SBUX) | 1.0 | $13M | 144k | 91.39 |
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| Honeywell International (HON) | 1.0 | $13M | 61k | 205.25 |
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| Walt Disney Company (DIS) | 0.9 | $11M | +9% | 91k | 122.36 |
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| Qualcomm (QCOM) | 0.8 | $9.7M | -3% | 58k | 169.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $9.7M | 22k | 444.00 |
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| BlackRock (BLK) | 0.7 | $9.4M | +4% | 11k | 833.70 |
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| General Electric Com New (GE) | 0.7 | $9.3M | 53k | 175.53 |
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| Union Pacific Corporation (UNP) | 0.7 | $8.8M | 36k | 245.93 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.6 | $8.3M | +2% | 64k | 131.24 |
|
| McDonald's Corporation (MCD) | 0.6 | $8.3M | 29k | 281.95 |
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| Cisco Systems (CSCO) | 0.6 | $7.8M | 157k | 49.91 |
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| Abbvie (ABBV) | 0.6 | $7.7M | +242% | 43k | 182.10 |
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| Target Corporation (TGT) | 0.6 | $7.6M | +2% | 43k | 177.21 |
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| Amgen (AMGN) | 0.6 | $7.4M | 26k | 284.31 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $6.8M | 89k | 76.19 |
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| Pepsi (PEP) | 0.5 | $6.6M | 38k | 175.01 |
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| Morgan Stanley Com New (MS) | 0.5 | $6.4M | +3% | 68k | 94.16 |
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| Merck & Co (MRK) | 0.5 | $6.3M | 48k | 131.95 |
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| Paychex (PAYX) | 0.5 | $6.1M | 49k | 122.80 |
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| United Parcel Service CL B (UPS) | 0.5 | $6.0M | +4% | 40k | 148.63 |
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.5 | $5.9M | 79k | 75.05 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $5.9M | +13% | 55k | 107.60 |
|
| Southern Company (SO) | 0.4 | $5.6M | 78k | 71.74 |
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| Procter & Gamble Company (PG) | 0.4 | $5.6M | 34k | 162.25 |
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| Main Street Capital Corporation (MAIN) | 0.4 | $5.4M | 114k | 47.31 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $4.9M | +4% | 38k | 129.35 |
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| NVIDIA Corporation (NVDA) | 0.4 | $4.8M | +25% | 5.3k | 903.56 |
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| Clorox Company (CLX) | 0.4 | $4.8M | +5% | 31k | 153.11 |
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| Crown Castle Intl (CCI) | 0.4 | $4.7M | +2% | 44k | 105.83 |
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| Consolidated Edison (ED) | 0.3 | $4.5M | 50k | 90.81 |
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| AFLAC Incorporated (AFL) | 0.3 | $4.4M | 52k | 85.86 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.3 | $4.4M | 112k | 39.28 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $4.3M | +16% | 24k | 174.21 |
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| Wec Energy Group (WEC) | 0.3 | $4.2M | +2% | 52k | 82.12 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $4.1M | 33k | 123.18 |
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| Ishares Tr Paris Algnd Clim (PABU) | 0.3 | $3.9M | +5% | 68k | 56.90 |
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| Cubesmart (CUBE) | 0.3 | $3.7M | +2% | 82k | 45.22 |
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| Abbott Laboratories (ABT) | 0.3 | $3.4M | +1272% | 30k | 113.66 |
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| Genuine Parts Company (GPC) | 0.3 | $3.4M | +4% | 22k | 154.93 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $3.3M | +10% | 80k | 42.11 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.3 | $3.3M | 31k | 105.86 |
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| Hasbro (HAS) | 0.2 | $3.2M | +18% | 57k | 56.52 |
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| Chevron Corporation (CVX) | 0.2 | $3.2M | +5% | 20k | 157.74 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $3.0M | +3% | 60k | 50.74 |
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| International Flavors & Fragrances (IFF) | 0.2 | $2.6M | +14% | 31k | 85.99 |
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| Tcw Transform Etf Trust Transform System (NETZ) | 0.2 | $2.5M | +6% | 36k | 68.42 |
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| salesforce (CRM) | 0.2 | $2.4M | +8% | 7.9k | 301.18 |
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| National Retail Properties (NNN) | 0.2 | $2.1M | +18% | 50k | 42.74 |
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| Ares Capital Corporation (ARCC) | 0.1 | $1.9M | +4% | 92k | 20.82 |
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| Golub Capital BDC (GBDC) | 0.1 | $1.9M | 112k | 16.63 |
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| Williams-Sonoma (WSM) | 0.1 | $1.8M | -36% | 5.7k | 317.53 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.8M | 20k | 90.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.8M | -2% | 12k | 152.26 |
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| Medtronic SHS (MDT) | 0.1 | $1.8M | +10% | 21k | 87.15 |
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| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.1 | $1.8M | 52k | 33.92 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $1.8M | +5% | 26k | 68.13 |
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| Repro-Med Systems (KRMD) | 0.1 | $1.7M | -3% | 741k | 2.36 |
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| Xylem (XYL) | 0.1 | $1.7M | +6% | 13k | 129.24 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.6M | 8.5k | 182.61 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.5M | +3% | 48k | 32.23 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $1.5M | 39k | 38.28 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $1.5M | +7% | 10k | 145.51 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.4M | 7.8k | 179.49 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.4M | 8.8k | 158.19 |
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| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.1 | $1.4M | +6% | 29k | 46.19 |
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| Tractor Supply Company (TSCO) | 0.1 | $1.3M | 5.0k | 261.72 |
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| Digital Realty Trust (DLR) | 0.1 | $1.3M | 8.9k | 144.04 |
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| International Business Machines (IBM) | 0.1 | $1.3M | 6.7k | 190.97 |
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| American Water Works (AWK) | 0.1 | $1.3M | +7% | 10k | 122.21 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $1.2M | 14k | 87.42 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | 3.0k | 399.09 |
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| Ecolab (ECL) | 0.1 | $1.2M | +3% | 5.2k | 230.90 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $1.1M | +346% | 104k | 10.95 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $1.1M | +8% | 96k | 11.88 |
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| Tri-Continental Corporation (TY) | 0.1 | $1.1M | 37k | 30.80 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $1.1M | -3% | 9.0k | 120.98 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | -69% | 6.1k | 175.79 |
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| Federal Signal Corporation (FSS) | 0.1 | $1.1M | -16% | 13k | 84.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.1M | 4.1k | 259.90 |
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| American Electric Power Company (AEP) | 0.1 | $1.0M | 12k | 86.10 |
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| Mettler-Toledo International (MTD) | 0.1 | $996k | +9% | 748.00 | 1331.29 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $980k | 63k | 15.55 |
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| Verizon Communications (VZ) | 0.1 | $973k | 23k | 41.96 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $967k | +7% | 13k | 73.29 |
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| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.1 | $962k | +9% | 41k | 23.73 |
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| Ishares Msci Aust Etf (EWA) | 0.1 | $944k | 38k | 24.66 |
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| Advanced Micro Devices (AMD) | 0.1 | $903k | +149% | 5.0k | 180.49 |
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| Eli Lilly & Co. (LLY) | 0.1 | $876k | 1.1k | 777.96 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $872k | +58% | 36k | 24.48 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $872k | -35% | 1.7k | 504.60 |
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| Evergy (EVRG) | 0.1 | $858k | 16k | 53.38 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $807k | +18% | 8.3k | 96.71 |
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| Equinix (EQIX) | 0.1 | $782k | +14% | 947.00 | 825.33 |
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| Snowflake Cl A (SNOW) | 0.1 | $765k | -27% | 4.7k | 161.60 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $732k | +191% | 3.2k | 225.92 |
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| Peloton Interactive Call Call Option (Principal) (PTON) | 0.1 | $690k | +33% | 161k | 4.29 |
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| Best Buy (BBY) | 0.1 | $654k | +15% | 8.0k | 82.03 |
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| Sunrun (RUN) | 0.0 | $640k | +20% | 49k | 13.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $625k | -7% | 7.4k | 84.44 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $621k | 11k | 58.06 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.0 | $620k | +6% | 6.3k | 98.61 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $614k | -15% | 20k | 30.83 |
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| Broadridge Financial Solutions (BR) | 0.0 | $606k | +2% | 3.0k | 204.86 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $583k | +4% | 1.4k | 418.01 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $575k | 8.0k | 72.34 |
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| Nextera Energy (NEE) | 0.0 | $562k | -2% | 8.8k | 63.91 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $557k | 1.1k | 524.34 |
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| Enterprise Products Partners (EPD) | 0.0 | $542k | 19k | 29.18 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $528k | -55% | 4.8k | 110.21 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $509k | -85% | 7.7k | 65.87 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $503k | +359% | 8.3k | 60.74 |
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| Automatic Data Processing (ADP) | 0.0 | $500k | 2.0k | 249.74 |
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| Meta Platforms Cl A (META) | 0.0 | $499k | 1.0k | 485.58 |
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| Nike CL B (NKE) | 0.0 | $491k | +2% | 5.2k | 93.98 |
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| Bank of America Corporation (BAC) | 0.0 | $484k | 13k | 37.92 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $471k | +25% | 4.1k | 116.24 |
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| TJX Companies (TJX) | 0.0 | $456k | 4.5k | 101.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $444k | 2.2k | 205.72 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $417k | +3% | 866.00 | 481.57 |
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| Baxter International (BAX) | 0.0 | $397k | +31% | 9.3k | 42.74 |
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| Clearone (CLRO) | 0.0 | $384k | +5150% | 210k | 1.83 |
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| Charles River Laboratories (CRL) | 0.0 | $379k | 1.4k | 270.95 |
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| Hubspot (HUBS) | 0.0 | $358k | 571.00 | 626.56 |
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| Oneok (OKE) | 0.0 | $356k | 4.4k | 80.17 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $351k | +3% | 1.1k | 320.59 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $335k | 6.6k | 50.86 |
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| IDEXX Laboratories (IDXX) | 0.0 | $330k | +3% | 612.00 | 539.93 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $319k | 3.9k | 81.43 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $312k | -5% | 5.4k | 58.07 |
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| Lowe's Companies (LOW) | 0.0 | $306k | +11930% | 1.2k | 254.73 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $306k | 769.00 | 397.76 |
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| Uber Technologies (UBER) | 0.0 | $302k | +4% | 3.9k | 76.99 |
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| Coca-Cola Company (KO) | 0.0 | $297k | 4.8k | 61.18 |
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| Paypal Holdings (PYPL) | 0.0 | $282k | +7% | 4.2k | 66.99 |
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| Solaredge Technologies (SEDG) | 0.0 | $278k | +32% | 3.9k | 70.98 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $265k | -78% | 2.4k | 108.92 |
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| LeMaitre Vascular (LMAT) | 0.0 | $264k | +5% | 4.0k | 66.36 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $251k | 2.7k | 92.72 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $249k | -6% | 2.1k | 117.21 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $240k | 981.00 | 244.15 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $236k | 1.3k | 183.89 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $234k | -31% | 3.6k | 64.40 |
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| Fox Factory Hldg (FOXF) | 0.0 | $226k | +5% | 4.3k | 52.07 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $224k | 652.00 | 344.20 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $222k | +222% | 9.7k | 22.77 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $221k | 1.1k | 208.27 |
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| Zoetis Cl A (ZTS) | 0.0 | $221k | +2% | 1.3k | 169.21 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $208k | -48% | 4.1k | 50.60 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $205k | 1.0k | 201.50 |
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| Essent (ESNT) | 0.0 | $204k | -6% | 3.4k | 59.51 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $194k | -66% | 368.00 | 525.73 |
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| Zscaler Incorporated (ZS) | 0.0 | $189k | 980.00 | 192.63 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $189k | +68% | 3.7k | 50.74 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $185k | -86% | 9.2k | 20.16 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $184k | -78% | 2.0k | 93.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $181k | 5.1k | 35.19 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $172k | 1.8k | 97.53 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $167k | 558.00 | 300.08 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $164k | 1.1k | 147.73 |
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| Eversource Energy (ES) | 0.0 | $158k | 2.6k | 59.77 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $153k | 1.1k | 139.01 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $151k | 716.00 | 210.30 |
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| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $150k | 3.6k | 42.26 |
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| Intel Corporation (INTC) | 0.0 | $135k | 3.1k | 44.17 |
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| Altria (MO) | 0.0 | $121k | +49% | 2.8k | 43.63 |
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| Sofi Technologies (SOFI) | 0.0 | $120k | 16k | 7.30 |
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| Bristol Myers Squibb (BMY) | 0.0 | $108k | +59% | 2.0k | 54.23 |
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| Sonoco Products Company (SON) | 0.0 | $107k | NEW | 1.8k | 57.84 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $107k | 900.00 | 118.29 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $105k | -7% | 2.3k | 45.37 |
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| Appian Corp Cl A (APPN) | 0.0 | $97k | +11% | 2.4k | 39.95 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $92k | 1.9k | 47.46 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $90k | 4.2k | 21.24 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $88k | 1.1k | 79.86 |
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| SYSCO Corporation (SYY) | 0.0 | $88k | 1.1k | 81.18 |
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| Allstate Corporation (ALL) | 0.0 | $87k | 500.00 | 173.01 |
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| Philip Morris International (PM) | 0.0 | $83k | NEW | 900.00 | 91.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $82k | 360.00 | 228.59 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $81k | +670% | 239.00 | 337.62 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $81k | 1.0k | 80.63 |
|
|
| General Mills (GIS) | 0.0 | $75k | 1.1k | 69.97 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $74k | 1.1k | 66.78 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $73k | -4% | 1.8k | 40.05 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $70k | 3.0k | 23.05 |
|
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $70k | 4.5k | 15.42 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $68k | 3.0k | 22.75 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $68k | 332.00 | 204.14 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $67k | 245.00 | 271.76 |
|
|
| Sl Green Realty Corp (SLG) | 0.0 | $66k | 1.2k | 55.13 |
|
|
| Yum! Brands (YUM) | 0.0 | $63k | 454.00 | 138.65 |
|
|
| Cohen & Steers Total Return Real (RFI) | 0.0 | $62k | +2% | 5.2k | 11.89 |
|
| L3harris Technologies (LHX) | 0.0 | $60k | 282.00 | 213.10 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $56k | 1.3k | 44.10 |
|
|
| Prologis (PLD) | 0.0 | $52k | 400.00 | 130.22 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $50k | +2% | 3.2k | 15.73 |
|
| Global X Fds Solar Etf (RAYS) | 0.0 | $49k | NEW | 4.1k | 11.77 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $48k | -96% | 1.2k | 40.71 |
|
| Zions Bancorporation (ZION) | 0.0 | $48k | 1.1k | 43.40 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $48k | -83% | 470.00 | 101.41 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $47k | -13% | 190.00 | 247.77 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $47k | 488.00 | 95.60 |
|
|
| Boeing Company (BA) | 0.0 | $46k | +40% | 237.00 | 192.99 |
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $45k | 842.00 | 53.96 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $44k | +20% | 645.00 | 68.49 |
|
| 3M Company (MMM) | 0.0 | $44k | 415.00 | 106.07 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $44k | 750.00 | 58.55 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $44k | NEW | 622.00 | 70.00 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $42k | 206.00 | 205.09 |
|
|
| Pfizer (PFE) | 0.0 | $42k | -2% | 1.5k | 27.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $41k | 825.00 | 50.17 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $40k | 112.00 | 354.98 |
|
|
| Dominion Resources (D) | 0.0 | $39k | +300% | 800.00 | 49.19 |
|
| Williams Companies (WMB) | 0.0 | $39k | 1.0k | 38.97 |
|
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $39k | 380.00 | 101.78 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $38k | 660.00 | 57.57 |
|
|
| Dupont De Nemours (DD) | 0.0 | $38k | +81% | 489.00 | 76.67 |
|
| Ford Motor Company (F) | 0.0 | $37k | 2.8k | 13.28 |
|
|
| Constellation Energy (CEG) | 0.0 | $37k | 200.00 | 184.85 |
|
|
| Hp (HPQ) | 0.0 | $35k | 1.2k | 30.22 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $35k | 234.00 | 148.67 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $34k | 395.00 | 86.48 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $33k | 126.00 | 265.13 |
|
|
| Booking Holdings (BKNG) | 0.0 | $33k | -10% | 9.00 | 3627.89 |
|
Past Filings by Albion Financial Group
SEC 13F filings are viewable for Albion Financial Group going back to 2010
- Albion Financial Group 2024 Q1 filed April 19, 2024
- Albion Financial Group 2023 Q4 filed Jan. 26, 2024
- Albion Financial Group 2023 Q3 filed Nov. 1, 2023
- Albion Financial Group 2023 Q2 filed July 25, 2023
- Albion Financial Group 2023 Q1 filed April 18, 2023
- Albion Financial Group 2022 Q4 filed Feb. 3, 2023
- Albion Financial Group 2022 Q3 filed Oct. 27, 2022
- Albion Financial Group 2022 Q2 filed July 29, 2022
- Albion Financial Group 2022 Q1 filed May 9, 2022
- Albion Financial Group 2021 Q4 filed Feb. 15, 2022
- Albion Financial Group 2021 Q3 filed Oct. 19, 2021
- Albion Financial Group 2021 Q2 filed Aug. 12, 2021
- Albion Financial Group 2020 Q4 filed Feb. 19, 2021
- Albion Financial Group 2020 Q3 filed Nov. 13, 2020
- Albion Financial Group 2020 Q2 filed Aug. 17, 2020
- Albion Financial Group 2020 Q1 filed May 8, 2020