Morningstar Investment Services

Latest statistics and disclosures from Morningstar Investment Services's latest quarterly 13F-HR filing:

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Positions held by Morningstar Investment Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Morningstar Investment Services

Morningstar Investment Services holds 275 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Stk Mrk Etf (VTI) 8.9 $698M 3.3M 213.03
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Vanguard Bd Index Total Bnd Mrkt (BND) 8.4 $657M +4% 9.4M 69.81
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Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.6 $282M +22% 6.4M 43.86
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AmerisourceBergen (COR) 3.5 $270M +75% 1.5M 182.86
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Microsoft Corporation (MSFT) 2.7 $210M 669k 313.65
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Booking Holdings (BKNG) 2.3 $180M 58k 3104.86
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $160M 1.2M 132.31
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Vanguard Index Fds Mid Cap Etf (VO) 2.0 $159M -2% 761k 208.86
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $155M 434k 357.06
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Vanguard Bd Index Short Trm Bond (BSV) 1.8 $143M +12% 1.9M 75.11
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Charles Schwab Corporation (SCHW) 1.7 $129M 2.4M 54.55
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Iqvia Holdings (IQV) 1.6 $124M 626k 197.71
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Vanguard Scottsdale Fds Int-term Gov (VGIT) 1.6 $121M -4% 2.1M 57.11
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Mastercard Incorporated Cl A (MA) 1.5 $121M 302k 399.45
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Amazon (AMZN) 1.5 $117M 931k 125.99
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Visa Com Cl A (V) 1.5 $117M 504k 231.67
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Comcast Corp Cl A (CMCSA) 1.4 $107M -2% 2.4M 44.86
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Fidelity National Information Services (FIS) 1.3 $104M 1.9M 55.82
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Air Products & Chemicals (APD) 1.3 $100M 348k 286.87
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CarMax (KMX) 1.2 $96M 1.4M 69.02
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Alphabet Cap Stk Cl C (GOOG) 1.2 $95M 713k 133.13
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JPMorgan Chase & Co. (JPM) 1.2 $91M 614k 147.59
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Philip Morris International (PM) 1.1 $85M 912k 93.05
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $84M +2% 974k 86.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $80M +45% 2.0M 39.17
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Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.0 $77M +34% 1.8M 43.86
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Wells Fargo & Company (WFC) 1.0 $77M 1.9M 40.91
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Adobe Systems Incorporated (ADBE) 1.0 $74M 147k 504.70
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Vanguard Index Fds Value Etf (VTV) 0.9 $74M 530k 138.83
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Oracle Corporation (ORCL) 0.8 $66M -2% 623k 106.15
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Check Point Software Tech Lt Ord (CHKP) 0.8 $66M NEW 489k 133.99
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Exxon Mobil Corporation (XOM) 0.8 $64M 539k 119.47
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Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.8 $63M +30% 1.3M 48.03
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Qualcomm (QCOM) 0.8 $62M 556k 111.10
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $58M 136k 430.37
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UnitedHealth (UNH) 0.7 $58M 113k 510.09
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Ishares Tr Broad Usd High (USHY) 0.7 $55M 1.6M 34.77
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Enbridge (ENB) 0.7 $53M 1.6M 33.54
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CVS Caremark Corporation (CVS) 0.7 $53M +101% 756k 70.03
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Walt Disney Company (DIS) 0.6 $50M +6% 621k 80.13
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Ishares Tr Msci Uk Etf New (EWU) 0.6 $47M -12% 1.5M 31.73
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Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.6 $45M 1.9M 23.78
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Omni (OMC) 0.6 $45M 604k 74.05
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Fiserv (FI) 0.6 $44M 390k 113.55
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Edison International (EIX) 0.6 $43M 680k 63.59
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Ishares Tr Eafe Value Etf (EFV) 0.6 $43M -43% 873k 49.27
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GSK Sponsored Adr (GSK) 0.5 $41M +1684% 1.1M 36.34
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Becton, Dickinson and (BDX) 0.5 $41M 157k 262.74
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Vanguard World Fds Financials Etf (VFH) 0.5 $41M 505k 80.88
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Medtronic SHS (MDT) 0.5 $40M +13% 504k 78.69
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Sanofi Sponsored Adr (SNY) 0.5 $40M +35% 746k 53.01
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United Parcel Service CL B (UPS) 0.5 $39M 253k 155.50
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Novartis Sponsored Adr (NVS) 0.5 $38M 375k 102.33
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Lamar Advertising Cl A (LAMR) 0.5 $38M 462k 82.43
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Starbucks Corporation (SBUX) 0.5 $38M 417k 91.08
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BlackRock (BLK) 0.5 $37M 58k 645.24
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Ishares Tr Core Msci Total (IXUS) 0.5 $37M -4% 619k 60.14
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eBay (EBAY) 0.5 $37M 844k 43.65
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Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $37M -16% 505k 72.72
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Pfizer (PFE) 0.5 $36M +146% 1.1M 32.09
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Duke Energy Corp Com New (DUK) 0.5 $36M 403k 88.69
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Ishares Tr Msci China Etf (MCHI) 0.5 $36M +7% 828k 42.96
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Vanguard World Fds Comm Srvc Etf (VOX) 0.4 $35M -14% 330k 105.46
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Coca-Cola Company (KO) 0.4 $35M 623k 55.81
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Analog Devices (ADI) 0.4 $34M 194k 176.41
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Veeva Sys Cl A Com (VEEV) 0.4 $33M -5% 165k 202.85
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $33M +6% 665k 49.96
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Amgen (AMGN) 0.4 $33M 120k 270.82
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Genuine Parts Company (GPC) 0.4 $32M 222k 143.26
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $31M 528k 59.30
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $31M 658k 47.31
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Lockheed Martin Corporation (LMT) 0.4 $30M 74k 410.96
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Unilever Spon Adr New (UL) 0.4 $30M 613k 49.20
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salesforce (CRM) 0.4 $29M 143k 203.21
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Spirit Rlty Cap Com New (SRC) 0.4 $28M 853k 33.30
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $28M -40% 415k 67.13
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General Dynamics Corporation (GD) 0.4 $28M 125k 222.39
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Bank of New York Mellon Corporation (BK) 0.3 $26M 618k 42.68
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Truist Financial Corp equities (TFC) 0.3 $25M 901k 28.23
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ConocoPhillips (COP) 0.3 $25M 205k 122.72
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Ishares Msci Sth Kor Etf (EWY) 0.3 $24M 411k 59.27
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Ecolab (ECL) 0.3 $24M 144k 169.28
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Procter & Gamble Company (PG) 0.3 $24M -48% 166k 146.34
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Ishares Msci Brazil Etf (EWZ) 0.3 $24M NEW 795k 30.46
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Spdr Series Trust Portfolio Sm Etf (SPSM) 0.3 $24M 651k 37.13
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Ishares Tr Core Total Usd (IUSB) 0.3 $24M +14% 548k 43.74
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McKesson Corporation (MCK) 0.3 $24M -29% 54k 442.04
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $24M 872k 27.16
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Verizon Communications (VZ) 0.3 $23M -6% 718k 32.55
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Lloyds Banking Group Sponsored Adr (LYG) 0.3 $23M 11M 2.14
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Autodesk (ADSK) 0.3 $23M 109k 207.90
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Texas Instruments Incorporated (TXN) 0.3 $23M 141k 159.09
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Chevron Corporation (CVX) 0.3 $22M 127k 170.59
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $20M +36% 413k 48.34
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Netflix (NFLX) 0.3 $20M 53k 376.41
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Compass Minerals International (CMP) 0.3 $20M +19% 715k 27.60
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Ingredion Incorporated (INGR) 0.2 $20M 198k 98.35
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $19M 393k 47.92
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Broadridge Financial Solutions (BR) 0.2 $18M 97k 181.00
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Vanguard World Fds Consum Stp Etf (VDC) 0.2 $17M -30% 94k 182.98
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Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $17M -20% 393k 42.70
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Bank of America Corporation (BAC) 0.2 $16M 594k 27.56
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.2 $16M -65% 605k 26.17
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Raytheon Technologies Corp 0.2 $16M NEW 219k 72.00
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $15M 294k 50.61
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Ishares Tr National Mun Etf (MUB) 0.2 $14M 137k 102.58
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Dominion Resources (D) 0.2 $14M 307k 44.14
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Cigna Corp (CI) 0.2 $13M 45k 290.31
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Wyndham Hotels And Resorts (WH) 0.2 $13M 179k 70.60
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Diamondback Energy (FANG) 0.2 $12M 79k 157.14
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Ishares Tr Esg Us Agr Bd (EAGG) 0.2 $12M +5% 268k 45.30
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.2 $12M 734k 16.22
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Yum China Holdings (YUMC) 0.2 $12M +28% 213k 55.42
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Allegion Ord Shs (ALLE) 0.1 $11M +7% 105k 104.26
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Ishares Tr Blackrock Ultra (ICSH) 0.1 $11M 215k 50.36
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $11M 215k 50.20
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Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $11M 98k 107.90
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Charles River Laboratories (CRL) 0.1 $10M +2% 52k 195.32
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Dbx Etf Tr Xtrckr Msci Us (USSG) 0.1 $10M +8% 253k 39.68
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $9.8M +7% 41k 236.86
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Altria (MO) 0.1 $9.7M 230k 42.14
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Ishares Msci Germany Etf (EWG) 0.1 $9.7M -68% 371k 26.12
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Laboratory Corp Amer Hldgs Com New (LH) 0.1 $8.9M +2% 44k 203.26
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Alibaba Group Hldg Sponsosored Adr (BABA) 0.1 $8.2M +43% 96k 85.54
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Hanesbrands (HBI) 0.1 $8.0M 2.2M 3.60
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American Intl Group Com New (AIG) 0.1 $7.7M +2% 126k 61.28
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Citigroup Com New (C) 0.1 $6.7M 162k 41.20
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Enterprise Products Partners (EPD) 0.1 $6.5M 236k 27.42
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WPP Adr (WPP) 0.1 $6.1M 138k 44.39
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Apple (AAPL) 0.1 $6.0M +51% 35k 170.68
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American Express Company (AXP) 0.1 $6.0M 40k 150.24
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Us Bancorp Del Com New (USB) 0.1 $5.9M +60% 181k 32.47
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Zimmer Holdings (ZBH) 0.1 $5.8M +204% 51k 112.47
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Crane Company Common Stock (CR) 0.1 $5.7M -8% 63k 89.31
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Capital One Financial (COF) 0.1 $5.3M 55k 97.00
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Warner Bros Discovery Sponsored Adr (WBD) 0.1 $5.1M 481k 10.69
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General Motors Company (GM) 0.1 $4.8M +2% 144k 33.16
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Teradyne (TER) 0.1 $4.3M +103% 43k 99.68
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $4.2M +136% 79k 53.56
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Telus Ord (TU) 0.1 $4.1M NEW 251k 16.41
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Equifax (EFX) 0.1 $4.1M +210% 22k 182.98
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Lauder Estee Cos Cl A (EL) 0.1 $4.1M NEW 29k 141.95
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International Flavors & Fragrances (IFF) 0.1 $4.0M +129% 59k 68.18
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Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $4.0M +2% 81k 48.62
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Ishares Tr Esg Msci Usa Sml (ESML) 0.0 $3.9M 115k 33.78
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Nike CL B (NKE) 0.0 $3.8M +1743% 43k 89.63
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Campbell Soup Company (CPB) 0.0 $3.8M NEW 91k 41.27
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Jd.com Spon Adr Cl A (JD) 0.0 $3.7M +136% 130k 28.55
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $3.5M -10% 22k 160.06
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Vanguard World Fds Health Car Etf (VHT) 0.0 $2.9M -2% 12k 236.64
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.9M +21% 15k 189.56
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $2.9M +10% 57k 50.48
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Masco Corporation (MAS) 0.0 $2.8M +26% 52k 54.31
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $2.4M 85k 28.54
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Ishares Esg Awr Msci Em (ESGE) 0.0 $2.3M +8% 76k 30.23
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $2.2M 46k 47.89
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Expedia Inc Del Com New (EXPE) 0.0 $2.1M +2% 21k 102.58
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Halliburton Company (HAL) 0.0 $2.1M +6% 50k 41.79
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BioMarin Pharmaceutical (BMRN) 0.0 $1.9M +3% 21k 89.24
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Millicom Intl Cellular Sa Com Stk (TIGO) 0.0 $1.8M +2% 120k 15.40
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Kroger (KR) 0.0 $1.5M +3% 34k 45.09
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NVIDIA Corporation (NVDA) 0.0 $1.5M +48% 3.5k 430.92
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AutoZone (AZO) 0.0 $1.5M +2% 570.00 2559.65
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Huntington Bancshares Incorporated (HBAN) 0.0 $1.4M +4% 136k 10.21
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Williams Companies (WMB) 0.0 $1.4M -95% 40k 34.40
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Graham Hldgs Com Cl B (GHC) 0.0 $1.4M 2.3k 586.00
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Fortrea Hldgs Common Stock (FTRE) 0.0 $1.3M NEW 44k 28.66
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Global Payments (GPN) 0.0 $1.3M +4% 11k 116.07
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Johnson & Johnson (JNJ) 0.0 $1.2M -96% 7.7k 157.06
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Kellogg Company (K) 0.0 $1.2M +4% 20k 59.21
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Home Depot (HD) 0.0 $1.1M +36% 3.6k 303.44
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Ubs Group SHS (UBS) 0.0 $1.1M +5% 44k 24.71
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Tesla Motors (TSLA) 0.0 $1.0M +19% 4.2k 246.50
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.0M +187% 11k 94.09
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $993k -21% 3.0k 336.50
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Avnet (AVT) 0.0 $979k +2% 20k 48.95
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $975k +5% 25k 39.70
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $958k +190% 11k 86.28
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Eli Lilly & Co. (LLY) 0.0 $948k +112% 1.7k 544.51
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Stellantis SHS (STLA) 0.0 $937k +4% 49k 19.28
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Broadcom (AVGO) 0.0 $936k +49% 1.1k 832.00
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Schlumberger (SLB) 0.0 $906k +15% 15k 60.93
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $903k NEW 18k 50.40
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Key (KEY) 0.0 $844k +5% 80k 10.52
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Ambev Sa Sponsored Adr (ABEV) 0.0 $831k +5% 325k 2.56
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Cisco Systems (CSCO) 0.0 $827k +30% 15k 53.90
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $827k +5% 82k 10.08
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $813k NEW 17k 47.20
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Abbvie (ABBV) 0.0 $773k +78% 5.1k 152.23
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Lowe's Companies (LOW) 0.0 $737k +7% 3.5k 207.84
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Barclays Adr (BCS) 0.0 $725k +5% 93k 7.83
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Fifth Third Ban (FITB) 0.0 $723k +10% 29k 25.03
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Applied Materials (AMAT) 0.0 $651k +22% 4.7k 138.25
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Pepsi (PEP) 0.0 $641k +23% 3.8k 169.53
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $640k NEW 29k 21.77
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Ishares Tr TRS FLT RT BD (TFLO) 0.0 $635k NEW 13k 50.73
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Merck & Co (MRK) 0.0 $630k +45% 6.0k 104.25
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Ishares Tr Mbs Etf (MBB) 0.0 $630k NEW 7.1k 89.01
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Cme (CME) 0.0 $592k +22% 2.9k 201.77
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $587k NEW 14k 40.98
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Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $576k NEW 17k 34.68
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Kla Corp Com New (KLAC) 0.0 $558k +6% 1.2k 457.75
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Franklin Templeton Etf Tr Ftse China (FLCH) 0.0 $556k +5% 33k 16.92
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $529k NEW 6.0k 88.61
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Wal-Mart Stores (WMT) 0.0 $526k +55% 3.2k 162.45
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Gilead Sciences (GILD) 0.0 $509k +16% 6.8k 75.36
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Costco Wholesale Corporation (COST) 0.0 $499k +21% 877.00 568.99
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $495k +23% 1.6k 300.55
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Roper Industries (ROP) 0.0 $492k 1.0k 487.61
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Mondelez Intl Cl A (MDLZ) 0.0 $481k 6.9k 69.46
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Polaris Industries (PII) 0.0 $459k -2% 4.4k 103.92
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Bristol Myers Squibb (BMY) 0.0 $456k +87% 7.8k 58.10
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Emerson Electric (EMR) 0.0 $445k +8% 4.6k 97.10
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Constellation Brands Cl A (STZ) 0.0 $441k 1.8k 251.28
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Intercontinental Exchange (ICE) 0.0 $436k +3% 3.9k 110.91
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Rockwell Automation (ROK) 0.0 $432k -2% 1.5k 286.66
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Servicenow (NOW) 0.0 $430k +63% 776.00 554.12
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International Business Machines (IBM) 0.0 $427k +41% 3.0k 141.58
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Intuit (INTU) 0.0 $416k +17% 811.00 512.95
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Deere & Company (DE) 0.0 $413k NEW 1.1k 384.54
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Pentair SHS (PNR) 0.0 $410k +5% 6.3k 65.21
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $404k NEW 5.6k 72.73
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Telefonica S A Sponsored Adr (TEF) 0.0 $402k +6% 99k 4.08
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $401k +5% 39k 10.21
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Thermo Fisher Scientific (TMO) 0.0 $384k +21% 764.00 502.62
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Nextera Energy (NEE) 0.0 $367k +134% 6.4k 57.15
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Caterpillar (CAT) 0.0 $366k NEW 1.3k 275.81
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Mizuho Finl Group Sponsored Adr (MFG) 0.0 $366k +6% 104k 3.53
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S&p Global (SPGI) 0.0 $360k +7% 977.00 368.47
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Suncor Energy (SU) 0.0 $358k +6% 10k 35.17
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Invesco SHS (IVZ) 0.0 $353k +7% 24k 14.46
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Goldman Sachs (GS) 0.0 $350k NEW 1.1k 325.28
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Oneok (OKE) 0.0 $348k NEW 5.4k 64.94
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BP Sponsored Adr (BP) 0.0 $347k +2% 8.8k 39.41
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Intel Corporation (INTC) 0.0 $340k NEW 9.7k 35.16
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $340k NEW 3.6k 94.84
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $339k +5% 23k 14.82
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Nvent Electric SHS (NVT) 0.0 $337k +6% 6.2k 53.94
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Core Labs Nv (CLB) 0.0 $333k +5% 14k 24.54
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $322k NEW 4.7k 68.67
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State Street Corporation (STT) 0.0 $318k 4.7k 67.57
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Blackstone Group Inc Com Cl A (BX) 0.0 $312k NEW 2.9k 108.18
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Ishares Tr Esg Eafe Etf (DMXF) 0.0 $312k NEW 5.5k 56.99
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Clorox Company (CLX) 0.0 $310k 2.4k 128.42
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $298k NEW 2.8k 104.60
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Palo Alto Networks (PANW) 0.0 $290k +4% 1.2k 234.82
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Nomura Hldgs Sponsored Adr (NMR) 0.0 $286k +6% 69k 4.14
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Danaher Corporation (DHR) 0.0 $281k NEW 1.1k 246.92
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PNC Financial Services (PNC) 0.0 $278k +40% 2.3k 122.68
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $278k NEW 13k 22.07
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MercadoLibre (MELI) 0.0 $262k +5% 206.00 1271.84
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Wiley John & Sons Cl A (WLY) 0.0 $256k -38% 6.9k 37.30
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Moody's Corporation (MCO) 0.0 $251k +3% 787.00 318.93
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Abbott Laboratories (ABT) 0.0 $250k NEW 2.5k 98.12
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McDonald's Corporation (MCD) 0.0 $247k +2% 929.00 265.88
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General Electric C Com New (GE) 0.0 $246k NEW 2.2k 112.23
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American Tower Reit (AMT) 0.0 $246k +34% 1.5k 162.27
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At&t (T) 0.0 $241k NEW 16k 15.03
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Linde SHS (LIN) 0.0 $240k NEW 642.00 373.83
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Eaton Corp SHS (ETN) 0.0 $239k NEW 1.1k 215.70
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Union Pacific Corporation (UNP) 0.0 $235k NEW 1.2k 204.17
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $234k NEW 3.4k 69.33
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $233k NEW 2.3k 102.37
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Yum! Brands (YUM) 0.0 $228k -7% 1.8k 124.05
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $227k NEW 2.1k 106.27
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Fortinet (FTNT) 0.0 $222k -6% 3.8k 58.71
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Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.0 $220k +6% 10k 21.69
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Orange Sponsored Adr (ORAN) 0.0 $218k +8% 19k 11.41
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Monolithic Power Systems (MPWR) 0.0 $216k 477.00 452.83
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Boeing Company (BA) 0.0 $216k NEW 1.1k 190.81
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Biogen Idec (BIIB) 0.0 $215k -4% 833.00 258.10
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Advanced Micro Devices (AMD) 0.0 $214k NEW 2.1k 102.59
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Uber Technologies (UBER) 0.0 $211k NEW 4.6k 46.16
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Western Union Company (WU) 0.0 $177k 13k 13.44
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Haleon Spon Ads (HLN) 0.0 $96k +8% 12k 8.25
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Past Filings by Morningstar Investment Services

SEC 13F filings are viewable for Morningstar Investment Services going back to 2010

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