Personal Cfo Solutions
Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CB, IWM, PAUG, AAPL, IAPR, and represent 18.51% of Personal Cfo Solutions's stock portfolio.
- Added to shares of these 10 stocks: CB (+$24M), IWM (+$17M), PAUG (+$16M), KJUL (+$9.7M), BAUG (+$9.0M), NJUL (+$5.7M), EJUL, SHY, XLE, NVO.
- Started 39 new stock positions in BKR, SWKS, HIVE, MSCI, KJUL, BR, UVXY, ANET, DG, FYX.
- Reduced shares in these 10 stocks: SHV (-$18M), PJUN (-$16M), KAPR (-$9.8M), BJUN (-$9.4M), NAPR (-$5.6M), EAPR, TLT, FSTA, ITT, LQD.
- Sold out of its positions in Activision Blizzard, ADAP, AMX, CRBG, CMI, DBEF, DTE, DAR, DAL, DFS.
- Personal Cfo Solutions was a net buyer of stock by $26M.
- Personal Cfo Solutions has $506M in assets under management (AUM), dropping by 2.68%.
- Central Index Key (CIK): 0001677501
Tip: Access up to 7 years of quarterly data
Positions held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 455 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 | |
|---|---|---|---|---|---|---|
| Chubb (CB) | 7.0 | $36M | +195% | 171k | 208.18 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.5 | $18M | +3068% | 101k | 176.74 |
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 3.2 | $16M | NEW | 521k | 31.05 |
|
| Apple (AAPL) | 2.8 | $14M | -2% | 82k | 171.21 |
|
| Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 2.0 | $10M | 418k | 24.15 |
|
|
| Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) | 1.9 | $9.7M | NEW | 386k | 25.02 |
|
| Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 1.8 | $9.0M | NEW | 274k | 33.01 |
|
| Amazon (AMZN) | 1.8 | $9.0M | -2% | 71k | 127.12 |
|
| Microsoft Corporation (MSFT) | 1.7 | $8.7M | 28k | 315.75 |
|
|
| Innovator Etfs Tr Defined Wlt Shld (BALT) | 1.6 | $8.1M | +2% | 290k | 27.80 |
|
| Itt (ITT) | 1.6 | $7.9M | -19% | 81k | 97.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $7.4M | 56k | 130.86 |
|
|
| CNA Financial Corporation (CNA) | 1.4 | $7.1M | +9% | 180k | 39.35 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $7.0M | -2% | 18k | 392.72 |
|
| Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) | 1.1 | $5.7M | NEW | 112k | 50.80 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.1 | $5.5M | -7% | 103k | 53.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $5.5M | 42k | 131.85 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 1.0 | $5.1M | -2% | 95k | 54.12 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.9 | $4.6M | -29% | 109k | 42.58 |
|
| Merck & Co (MRK) | 0.9 | $4.5M | 44k | 102.95 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.9 | $4.5M | -6% | 61k | 73.72 |
|
| Proshares Tr Hd Replication (HDG) | 0.9 | $4.3M | 91k | 47.48 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $4.0M | +7% | 13k | 307.11 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.8 | $3.9M | -2% | 64k | 60.58 |
|
| Innovator Etfs Tr Emrgng Mkt July (EJUL) | 0.8 | $3.8M | NEW | 171k | 22.51 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $3.8M | 37k | 103.32 |
|
|
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.7 | $3.8M | 119k | 31.59 |
|
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.7 | $3.7M | -13% | 44k | 84.15 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.7 | $3.7M | +106% | 41k | 90.39 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.3M | 7.6k | 427.48 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.6 | $3.2M | +8% | 82k | 38.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.2M | 9.0k | 350.30 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $3.0M | -5% | 5.8k | 509.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.8M | +3% | 6.5k | 429.44 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.5 | $2.7M | +2% | 29k | 94.31 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.7M | +134% | 30k | 90.94 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.7M | +371% | 33k | 80.97 |
|
| General Dynamics Corporation (GD) | 0.5 | $2.6M | +13% | 12k | 220.98 |
|
| Chevron Corporation (CVX) | 0.5 | $2.5M | +4% | 15k | 168.62 |
|
| Visa Com Cl A (V) | 0.5 | $2.5M | 11k | 230.02 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.5M | 21k | 117.58 |
|
|
| Tesla Motors (TSLA) | 0.5 | $2.5M | +8% | 9.9k | 250.24 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $2.4M | 54k | 44.34 |
|
|
| American Express Company (AXP) | 0.5 | $2.4M | +30% | 16k | 149.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.3M | 5.9k | 395.92 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $2.3M | +8% | 15k | 155.75 |
|
| Pfizer (PFE) | 0.4 | $2.3M | 69k | 33.17 |
|
|
| Servicenow (NOW) | 0.4 | $2.3M | 4.0k | 558.96 |
|
|
| UnitedHealth (UNH) | 0.4 | $2.2M | 4.4k | 504.22 |
|
|
| Netflix (NFLX) | 0.4 | $2.2M | 5.8k | 377.62 |
|
|
| Pmv Pharmaceuticals (PMVP) | 0.4 | $2.2M | 350k | 6.14 |
|
|
| Aon Shs Cl A (AON) | 0.4 | $2.1M | 6.5k | 324.27 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.0M | 12k | 171.45 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $2.0M | -6% | 12k | 163.94 |
|
| Verizon Communications (VZ) | 0.4 | $2.0M | 61k | 32.41 |
|
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.4 | $1.9M | -7% | 28k | 69.86 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.9M | +8% | 4.4k | 435.03 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.4 | $1.9M | -6% | 48k | 39.71 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $1.9M | -6% | 19k | 101.38 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $1.9M | +56% | 56k | 33.61 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $1.8M | -8% | 20k | 90.40 |
|
| Canadian Pacific Kansas City (CP) | 0.4 | $1.8M | +36% | 25k | 74.41 |
|
| salesforce (CRM) | 0.3 | $1.7M | +10% | 8.3k | 202.78 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.7M | +5% | 12k | 145.02 |
|
| McKesson Corporation (MCK) | 0.3 | $1.6M | 3.8k | 434.89 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.5M | +4% | 2.5k | 588.78 |
|
| Icon SHS (ICLR) | 0.3 | $1.5M | +11% | 6.0k | 246.25 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.5M | 4.1k | 358.34 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $1.5M | -9% | 4.9k | 300.24 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.4M | +17% | 20k | 71.97 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.4M | +31% | 23k | 63.49 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.4M | +5% | 9.3k | 155.38 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $1.4M | +7% | 29k | 49.43 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.4M | 14k | 96.85 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | +26% | 2.6k | 537.30 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $1.4M | +2% | 19k | 69.82 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.3 | $1.3M | -11% | 44k | 29.87 |
|
| Cisco Systems (CSCO) | 0.3 | $1.3M | +3% | 24k | 53.76 |
|
| Autodesk (ADSK) | 0.3 | $1.3M | 6.2k | 206.91 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.3M | +5% | 8.7k | 145.87 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $1.3M | -7% | 4.2k | 295.59 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.2 | $1.2M | +33% | 14k | 92.10 |
|
| Atlassian Corporation Cl A (TEAM) | 0.2 | $1.2M | 6.1k | 201.51 |
|
|
| At&t (T) | 0.2 | $1.2M | +5% | 81k | 15.02 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $1.2M | +15% | 15k | 79.71 |
|
| Linde SHS (LIN) | 0.2 | $1.2M | +5% | 3.1k | 372.44 |
|
| Workday Cl A (WDAY) | 0.2 | $1.1M | +4% | 5.1k | 214.85 |
|
| Intuit (INTU) | 0.2 | $1.1M | +2% | 2.1k | 510.96 |
|
| Paypal Holdings (PYPL) | 0.2 | $1.1M | -7% | 19k | 58.46 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | +23% | 5.1k | 212.43 |
|
| Simon Property (SPG) | 0.2 | $1.1M | -3% | 10k | 108.03 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) | 0.2 | $1.1M | +11% | 54k | 19.67 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $1.1M | +3% | 9.5k | 112.23 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $1.1M | 17k | 63.49 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.1M | -2% | 18k | 58.79 |
|
| Coca-Cola Company (KO) | 0.2 | $1.1M | +5% | 19k | 55.98 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.0M | 2.1k | 506.24 |
|
|
| Airbnb Com Cl A (ABNB) | 0.2 | $1.0M | 7.6k | 137.23 |
|
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.2 | $1.0M | +32% | 26k | 39.29 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $1.0M | +8% | 6.8k | 148.70 |
|
| Pepsi (PEP) | 0.2 | $995k | 5.9k | 169.45 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $990k | -11% | 15k | 67.72 |
|
| Southern Company (SO) | 0.2 | $964k | 15k | 64.72 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $951k | +5% | 5.9k | 159.95 |
|
| Abbvie (ABBV) | 0.2 | $938k | +8% | 6.3k | 149.07 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $931k | NEW | 6.6k | 141.70 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $917k | +105% | 6.0k | 151.82 |
|
| Home Depot (HD) | 0.2 | $899k | +3% | 3.0k | 302.17 |
|
| Cigna Corp (CI) | 0.2 | $896k | +2% | 3.1k | 286.10 |
|
| Steris Shs Usd (STE) | 0.2 | $893k | -2% | 4.1k | 219.44 |
|
| ConocoPhillips (COP) | 0.2 | $891k | +3% | 7.4k | 119.82 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $886k | NEW | 8.5k | 103.73 |
|
| Icici Bank Adr (IBN) | 0.2 | $878k | 38k | 23.12 |
|
|
| Ameriprise Financial (AMP) | 0.2 | $877k | -2% | 2.7k | 329.77 |
|
| Broadcom (AVGO) | 0.2 | $875k | 1.1k | 831.31 |
|
|
| Norfolk Southern (NSC) | 0.2 | $873k | 4.4k | 196.96 |
|
|
| Ferguson SHS (FERG) | 0.2 | $870k | +5% | 5.3k | 164.50 |
|
| Lowe's Companies (LOW) | 0.2 | $860k | +36% | 4.1k | 207.86 |
|
| Altria (MO) | 0.2 | $851k | 20k | 42.05 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $831k | -2% | 13k | 65.95 |
|
| Medtronic SHS (MDT) | 0.2 | $829k | 11k | 78.37 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $824k | +2% | 14k | 58.04 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $820k | 59k | 14.03 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $816k | +2% | 30k | 27.38 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $815k | +9% | 18k | 45.95 |
|
| Valero Energy Corporation (VLO) | 0.2 | $801k | -2% | 5.6k | 141.72 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $800k | +221% | 4.2k | 190.31 |
|
| Amgen (AMGN) | 0.2 | $789k | +5% | 2.9k | 268.78 |
|
| Nucor Corporation (NUE) | 0.2 | $778k | 5.0k | 156.35 |
|
|
| Goldman Sachs (GS) | 0.2 | $773k | 2.4k | 323.63 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $767k | +3% | 4.4k | 173.98 |
|
| Qualcomm (QCOM) | 0.2 | $765k | +7% | 6.9k | 111.07 |
|
| Fidelity National Information Services (FIS) | 0.2 | $760k | 14k | 55.27 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $757k | +2% | 2.9k | 263.49 |
|
| Waste Connections (WCN) | 0.1 | $731k | +8% | 5.4k | 134.31 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $724k | -2% | 3.2k | 229.60 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $723k | +35% | 5.6k | 129.32 |
|
| Emerson Electric (EMR) | 0.1 | $720k | +2% | 7.5k | 96.58 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $719k | 4.9k | 147.92 |
|
|
| NVR (NVR) | 0.1 | $710k | 119.00 | 5963.30 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $706k | -14% | 10k | 67.80 |
|
| Danaher Corporation (DHR) | 0.1 | $687k | 2.8k | 248.15 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $684k | +6% | 17k | 40.86 |
|
| Gartner (IT) | 0.1 | $673k | +5% | 2.0k | 343.61 |
|
| Moody's Corporation (MCO) | 0.1 | $672k | -2% | 2.1k | 316.20 |
|
| Honeywell International (HON) | 0.1 | $670k | 3.6k | 184.78 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $670k | 7.1k | 94.70 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $668k | -11% | 5.5k | 121.86 |
|
| Air Products & Chemicals (APD) | 0.1 | $667k | +6% | 2.4k | 283.48 |
|
| MercadoLibre (MELI) | 0.1 | $663k | +193% | 523.00 | 1267.88 |
|
| Intel Corporation (INTC) | 0.1 | $662k | -8% | 19k | 35.55 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $659k | -36% | 14k | 48.10 |
|
| Carrier Global Corporation (CARR) | 0.1 | $650k | 12k | 55.20 |
|
|
| Applied Materials (AMAT) | 0.1 | $645k | +14% | 4.7k | 138.45 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $640k | +78% | 3.2k | 199.95 |
|
| International Business Machines (IBM) | 0.1 | $632k | 4.5k | 140.30 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $629k | +40% | 2.4k | 266.07 |
|
| Boeing Company (BA) | 0.1 | $620k | +10% | 3.2k | 191.69 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $610k | 1.6k | 389.75 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $605k | +5% | 2.4k | 251.41 |
|
| Philip Morris International (PM) | 0.1 | $604k | +2% | 6.5k | 92.59 |
|
| Celanese Corporation (CE) | 0.1 | $601k | -40% | 4.8k | 125.52 |
|
| Morgan Stanley Com New (MS) | 0.1 | $598k | +2% | 7.3k | 81.67 |
|
| Anthem (ELV) | 0.1 | $595k | +4% | 1.4k | 435.70 |
|
| Gilead Sciences (GILD) | 0.1 | $594k | -8% | 7.9k | 74.95 |
|
| Enterprise Products Partners (EPD) | 0.1 | $589k | -21% | 22k | 27.37 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $587k | +8% | 8.6k | 68.42 |
|
| General Electric Com New (GE) | 0.1 | $581k | +4% | 5.3k | 110.57 |
|
| Nike CL B (NKE) | 0.1 | $580k | 6.1k | 95.62 |
|
|
| Corteva (CTVA) | 0.1 | $575k | +9% | 11k | 51.16 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $573k | -2% | 19k | 30.66 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $571k | +5% | 3.7k | 153.87 |
|
| Xylem (XYL) | 0.1 | $567k | 6.2k | 91.03 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $559k | +3% | 989.00 | 564.96 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $558k | 27k | 20.34 |
|
|
| EOG Resources (EOG) | 0.1 | $557k | +7% | 4.4k | 126.77 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $553k | +8% | 8.9k | 62.15 |
|
| Automatic Data Processing (ADP) | 0.1 | $553k | +2% | 2.3k | 240.62 |
|
| Starbucks Corporation (SBUX) | 0.1 | $550k | +32% | 6.0k | 91.28 |
|
| BlackRock (BLK) | 0.1 | $548k | +6% | 848.00 | 646.68 |
|
| Paramount Global Class B Com (PARA) | 0.1 | $548k | -4% | 42k | 12.90 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $544k | 4.5k | 122.32 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $543k | +1110% | 20k | 27.40 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $543k | +14% | 12k | 43.72 |
|
| Public Service Enterprise (PEG) | 0.1 | $540k | 9.5k | 56.91 |
|
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $528k | 5.8k | 91.66 |
|
|
| Hp (HPQ) | 0.1 | $524k | -2% | 20k | 25.70 |
|
| Mettler-Toledo International (MTD) | 0.1 | $523k | +2% | 472.00 | 1108.07 |
|
| Whirlpool Corporation (WHR) | 0.1 | $523k | -13% | 3.9k | 133.70 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $522k | +13% | 1.2k | 440.26 |
|
| Centene Corporation (CNC) | 0.1 | $519k | -8% | 7.5k | 68.88 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $516k | +21% | 9.4k | 54.90 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $513k | +3% | 10k | 50.49 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $512k | -4% | 3.2k | 159.04 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $512k | +59% | 3.4k | 151.35 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $503k | 7.2k | 69.40 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $502k | 5.8k | 86.91 |
|
|
| Humana (HUM) | 0.1 | $493k | -15% | 1.0k | 486.62 |
|
| Illumina (ILMN) | 0.1 | $492k | -9% | 3.6k | 137.28 |
|
| Becton, Dickinson and (BDX) | 0.1 | $488k | +5% | 1.9k | 258.56 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $486k | 590.00 | 822.96 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $486k | +6% | 774.00 | 627.21 |
|
| United Parcel Service CL B (UPS) | 0.1 | $482k | +7% | 3.1k | 155.89 |
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.1 | $481k | -11% | 12k | 41.93 |
|
| BioCryst Pharmaceuticals (BCRX) | 0.1 | $473k | 67k | 7.08 |
|
|
| Skyworks Solutions (SWKS) | 0.1 | $469k | NEW | 4.8k | 98.60 |
|
| Citigroup Com New (C) | 0.1 | $469k | -9% | 11k | 41.13 |
|
| Walt Disney Company (DIS) | 0.1 | $468k | -2% | 5.8k | 81.05 |
|
| TJX Companies (TJX) | 0.1 | $467k | 5.3k | 88.88 |
|
|
| Analog Devices (ADI) | 0.1 | $465k | -28% | 2.7k | 175.10 |
|
| Westrock (WRK) | 0.1 | $465k | -13% | 13k | 35.80 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $463k | 3.8k | 122.94 |
|
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $463k | +16% | 14k | 33.44 |
|
| Oracle Corporation (ORCL) | 0.1 | $462k | +13% | 4.4k | 105.94 |
|
| Dupont De Nemours (DD) | 0.1 | $461k | +2% | 6.2k | 74.59 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $460k | 12k | 39.21 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $459k | +7% | 5.2k | 88.27 |
|
| Cme (CME) | 0.1 | $456k | +17% | 2.3k | 200.23 |
|
| Best Buy (BBY) | 0.1 | $455k | +5% | 6.5k | 69.48 |
|
| Stanley Black & Decker (SWK) | 0.1 | $452k | 5.4k | 83.58 |
|
|
| Corning Incorporated (GLW) | 0.1 | $451k | +4% | 15k | 30.47 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $449k | -14% | 4.8k | 94.35 |
|
| Alkermes SHS (ALKS) | 0.1 | $448k | 16k | 28.01 |
|
|
| Eastman Chemical Company (EMN) | 0.1 | $446k | NEW | 5.8k | 76.73 |
|
| 3M Company (MMM) | 0.1 | $444k | +18% | 4.7k | 93.63 |
|
| Incyte Corporation (INCY) | 0.1 | $442k | 7.7k | 57.77 |
|
|
| Ensign (ENSG) | 0.1 | $435k | 4.7k | 92.95 |
|
|
| Principal Financial (PFG) | 0.1 | $427k | -17% | 5.9k | 72.07 |
|
| PNC Financial Services (PNC) | 0.1 | $425k | +7% | 3.5k | 122.80 |
|
| Chord Energy Corporation Com New (CHRD) | 0.1 | $423k | +9% | 2.6k | 162.10 |
|
| Align Technology (ALGN) | 0.1 | $419k | 1.4k | 305.32 |
|
|
| Microchip Technology (MCHP) | 0.1 | $419k | -53% | 5.4k | 78.06 |
|
| Encompass Health Corp (EHC) | 0.1 | $419k | +5% | 6.2k | 67.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $414k | +51% | 9.5k | 43.72 |
|
| Perrigo SHS (PRGO) | 0.1 | $413k | 13k | 31.95 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $411k | +17% | 2.9k | 143.38 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $410k | -6% | 10k | 40.23 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $410k | 6.1k | 67.75 |
|
|
| Epam Systems (EPAM) | 0.1 | $410k | -10% | 1.6k | 255.69 |
|
| U.S. Physical Therapy (USPH) | 0.1 | $410k | +12% | 4.5k | 91.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $409k | NEW | 4.7k | 86.31 |
|
| O'reilly Automotive (ORLY) | 0.1 | $409k | 450.00 | 908.86 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $408k | +3% | 13k | 31.20 |
|
| Casey's General Stores (CASY) | 0.1 | $407k | 1.5k | 271.60 |
|
|
| Standex Int'l (SXI) | 0.1 | $404k | +8% | 2.8k | 145.71 |
|
| Halliburton Company (HAL) | 0.1 | $404k | +46% | 10k | 40.50 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $404k | +72% | 9.7k | 41.70 |
|
| Inter Parfums (IPAR) | 0.1 | $401k | +2% | 3.0k | 134.34 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $400k | 2.0k | 195.69 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $399k | +4% | 15k | 27.05 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $399k | -3% | 9.7k | 40.96 |
|
| AmerisourceBergen (COR) | 0.1 | $399k | +76% | 2.2k | 180.01 |
|
| PPG Industries (PPG) | 0.1 | $397k | +4% | 3.1k | 129.84 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $396k | -8% | 16k | 24.46 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $395k | 5.7k | 68.92 |
|
|
| Travel Leisure Ord (TNL) | 0.1 | $394k | 11k | 36.73 |
|
|
| Ansys (ANSS) | 0.1 | $394k | 1.3k | 297.55 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $394k | -6% | 46k | 8.49 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $393k | 949.00 | 414.18 |
|
|
| American Electric Power Company (AEP) | 0.1 | $392k | +3% | 5.2k | 75.22 |
|
| SYSCO Corporation (SYY) | 0.1 | $391k | +3% | 5.9k | 66.06 |
|
| Eaton Corp SHS (ETN) | 0.1 | $391k | -2% | 1.8k | 213.37 |
|
| Progressive Corporation (PGR) | 0.1 | $387k | 2.8k | 139.32 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $385k | 5.8k | 66.74 |
|
|
| Kraft Heinz (KHC) | 0.1 | $376k | +3% | 11k | 33.64 |
|
| Capital One Financial (COF) | 0.1 | $376k | +10% | 3.9k | 97.07 |
|
| Nextera Energy (NEE) | 0.1 | $372k | +8% | 6.5k | 57.29 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $372k | 4.5k | 82.42 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $371k | 3.6k | 102.87 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $370k | +36% | 1.1k | 347.74 |
|
| Civitas Resources Com New (CIVI) | 0.1 | $369k | 4.6k | 80.88 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $369k | -14% | 7.8k | 47.59 |
|
| Universal Display Corporation (OLED) | 0.1 | $368k | 2.3k | 157.03 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $368k | +2% | 896.00 | 410.50 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $367k | 1.6k | 227.98 |
|
|
| CarMax (KMX) | 0.1 | $366k | +2% | 5.2k | 70.73 |
|
| Deere & Company (DE) | 0.1 | $365k | -4% | 966.00 | 377.53 |
|
| BP Sponsored Adr (BP) | 0.1 | $365k | +4% | 9.4k | 38.72 |
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $364k | 4.0k | 90.45 |
|
|
| Bwx Technologies (BWXT) | 0.1 | $359k | -3% | 4.8k | 74.98 |
|
| Zimmer Holdings (ZBH) | 0.1 | $359k | 3.2k | 112.25 |
|
|
| FirstEnergy (FE) | 0.1 | $356k | +4% | 10k | 34.18 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $356k | +14% | 9.8k | 36.25 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $355k | +13% | 6.7k | 53.36 |
|
| Bill Com Holdings Ord (BILL) | 0.1 | $354k | -11% | 3.3k | 108.57 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $354k | -35% | 6.1k | 57.61 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $353k | -6% | 3.2k | 109.16 |
|
| Xcel Energy (XEL) | 0.1 | $353k | 6.2k | 57.22 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $352k | -2% | 912.00 | 385.61 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $348k | 3.7k | 94.20 |
|
|
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $346k | -9% | 12k | 29.72 |
|
| Materion Corporation (MTRN) | 0.1 | $346k | 3.4k | 101.93 |
|
|
| Caterpillar (CAT) | 0.1 | $343k | -12% | 1.3k | 273.07 |
|
| Wingstop (WING) | 0.1 | $340k | 1.9k | 179.84 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $339k | +10% | 5.3k | 64.38 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $338k | +11% | 12k | 28.20 |
|
| Element Solutions (ESI) | 0.1 | $332k | -3% | 17k | 19.61 |
|
| Innovator Etfs Tr Intrnl Dev July (IJUL) | 0.1 | $329k | NEW | 13k | 25.46 |
|
| Wyndham Hotels And Resorts (WH) | 0.1 | $328k | 4.7k | 69.54 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $326k | 5.4k | 60.29 |
|
|
| Cohen & Steers (CNS) | 0.1 | $325k | 5.2k | 62.70 |
|
|
| L3harris Technologies (LHX) | 0.1 | $325k | 1.9k | 174.17 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $322k | 1.4k | 234.30 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $319k | -2% | 5.3k | 60.61 |
|
| Ecolab (ECL) | 0.1 | $318k | +3% | 1.9k | 169.41 |
|
| Insperity (NSP) | 0.1 | $316k | +7% | 3.2k | 97.62 |
|
| Brunswick Corporation (BC) | 0.1 | $314k | -4% | 4.0k | 79.01 |
|
| Prologis (PLD) | 0.1 | $314k | -13% | 2.8k | 112.25 |
|
| Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.1 | $312k | -6% | 7.1k | 44.29 |
|
| W.W. Grainger (GWW) | 0.1 | $311k | -2% | 449.00 | 692.57 |
|
| Kroger (KR) | 0.1 | $311k | 6.9k | 44.76 |
|
|
| Dex (DXCM) | 0.1 | $311k | +12% | 3.3k | 93.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $307k | 1.2k | 249.45 |
|
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $307k | -15% | 5.7k | 54.16 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $306k | -3% | 7.7k | 39.67 |
|
| Tetra Tech (TTEK) | 0.1 | $305k | 2.0k | 152.10 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $304k | -21% | 5.1k | 59.06 |
|
| Constellation Energy (CEG) | 0.1 | $303k | 2.8k | 109.10 |
|
|
| Uber Technologies (UBER) | 0.1 | $302k | -2% | 6.6k | 45.99 |
|
| Bank Ozk (OZK) | 0.1 | $302k | 8.1k | 37.07 |
|
|
| CMS Energy Corporation (CMS) | 0.1 | $298k | 5.6k | 53.12 |
|
|
| Chemed Corp Com Stk (CHE) | 0.1 | $296k | +2% | 570.00 | 519.79 |
|
| Kellogg Company (K) | 0.1 | $295k | +18% | 5.0k | 59.52 |
|
| Enbridge (ENB) | 0.1 | $293k | 8.8k | 33.19 |
|
|
| Hf Sinclair Corp (DINO) | 0.1 | $293k | -3% | 5.1k | 56.93 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $292k | -26% | 5.6k | 51.87 |
|
| Home BancShares (HOMB) | 0.1 | $292k | 14k | 20.94 |
|
|
| Fortinet (FTNT) | 0.1 | $291k | +7% | 5.0k | 58.68 |
|
| Dominion Resources (D) | 0.1 | $291k | +30% | 6.5k | 44.67 |
|
| RPM International (RPM) | 0.1 | $290k | 3.1k | 94.84 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $290k | +2% | 4.1k | 70.92 |
|
| Exp World Holdings Inc equities (EXPI) | 0.1 | $289k | -13% | 18k | 16.24 |
|
| Phillips 66 (PSX) | 0.1 | $288k | -59% | 2.4k | 120.15 |
|
| Littelfuse (LFUS) | 0.1 | $288k | 1.2k | 247.43 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $287k | +39% | 1.4k | 203.72 |
|
| LeMaitre Vascular (LMAT) | 0.1 | $285k | 5.2k | 54.49 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $283k | +5% | 3.1k | 92.03 |
|
| Advanced Micro Devices (AMD) | 0.1 | $280k | +6% | 2.7k | 102.83 |
|
| Iron Mountain (IRM) | 0.1 | $279k | 4.7k | 59.46 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $279k | -3% | 8.3k | 33.70 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $279k | 2.7k | 102.29 |
|
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.1 | $276k | +19% | 7.8k | 35.34 |
|
| Baxter International (BAX) | 0.1 | $273k | NEW | 7.2k | 37.74 |
|
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $272k | NEW | 3.4k | 80.68 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $272k | 2.9k | 92.14 |
|
|
| Advance Auto Parts (AAP) | 0.1 | $271k | +15% | 4.8k | 55.93 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $268k | -5% | 2.5k | 107.15 |
|
| Air Lease Corp Cl A (AL) | 0.1 | $268k | 6.8k | 39.41 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $268k | +3% | 3.3k | 81.94 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $268k | NEW | 3.9k | 69.25 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $267k | 13k | 20.84 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $266k | -2% | 1.3k | 202.92 |
|
| Etf Managers Tr Prime Cybr Scrty | 0.1 | $265k | +8% | 5.1k | 51.60 |
|
| Msci (MSCI) | 0.1 | $264k | NEW | 515.00 | 513.18 |
|
| Ufp Industries (UFPI) | 0.1 | $264k | NEW | 2.6k | 102.44 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $263k | 11k | 24.72 |
|
|
| Global X Fds Millennial Consu (MILN) | 0.1 | $263k | -31% | 8.6k | 30.41 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $263k | -8% | 33k | 8.05 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $261k | +2% | 24k | 10.86 |
|
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $261k | -12% | 1.7k | 154.33 |
|
| Biogen Idec (BIIB) | 0.1 | $259k | +2% | 1.0k | 257.01 |
|
| Snap-on Incorporated (SNA) | 0.1 | $259k | 1.0k | 255.14 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $259k | 4.7k | 55.31 |
|
|
| Hershey Company (HSY) | 0.1 | $258k | +21% | 1.3k | 200.17 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $257k | -3% | 2.4k | 105.93 |
|
| Utz Brands Com Cl A (UTZ) | 0.1 | $254k | +6% | 19k | 13.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $253k | -13% | 867.00 | 292.29 |
|
| AFLAC Incorporated (AFL) | 0.1 | $253k | 3.3k | 76.76 |
|
|
| Papa John's Int'l (PZZA) | 0.0 | $253k | NEW | 3.7k | 68.22 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $252k | NEW | 2.1k | 120.21 |
|
| Cabot Corporation (CBT) | 0.0 | $252k | +2% | 3.6k | 69.28 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $251k | 4.4k | 56.81 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $249k | NEW | 1.2k | 200.17 |
|
| Landstar System (LSTR) | 0.0 | $249k | -24% | 1.4k | 177.02 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $249k | 4.0k | 61.91 |
|
|
| Dollar General (DG) | 0.0 | $248k | NEW | 2.3k | 105.81 |
|
| American Tower Reit (AMT) | 0.0 | $248k | +7% | 1.5k | 164.49 |
|
| Kiniksa Pharmaceuticals Com Cl A (KNSA) | 0.0 | $247k | 14k | 17.37 |
|
|
| Murphy Usa (MUSA) | 0.0 | $247k | -13% | 723.00 | 341.76 |
|
| Paccar (PCAR) | 0.0 | $244k | -2% | 2.9k | 85.03 |
|
| Posco Holdings Sponsored Adr (PKX) | 0.0 | $241k | -15% | 2.4k | 102.53 |
|
| Proshares Tr Sht 7-10 Yr Tr (TBX) | 0.0 | $240k | 7.9k | 30.53 |
|
|
| Power Integrations (POWI) | 0.0 | $239k | +8% | 3.1k | 76.32 |
|
| Shoe Carnival (SCVL) | 0.0 | $237k | NEW | 9.8k | 24.03 |
|
| Western Union Company (WU) | 0.0 | $235k | +25% | 18k | 13.18 |
|
| AutoZone (AZO) | 0.0 | $234k | +2% | 92.00 | 2539.99 |
|
| Iqvia Holdings (IQV) | 0.0 | $234k | 1.2k | 196.75 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $233k | 856.00 | 272.39 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $233k | +3% | 9.2k | 25.36 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $233k | NEW | 16k | 14.99 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $233k | 3.0k | 78.15 |
|
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $232k | 5.2k | 44.19 |
|
|
| Te Connectivity SHS (TEL) | 0.0 | $232k | NEW | 1.9k | 123.58 |
|
| FedEx Corporation (FDX) | 0.0 | $230k | 868.00 | 264.95 |
|
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $228k | 205.00 | 1112.21 |
|
|
| Proshares Tr Ii Ultra Vix Short (UVXY) | 0.0 | $228k | NEW | 14k | 16.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $227k | NEW | 3.2k | 70.78 |
|
| Cdw (CDW) | 0.0 | $227k | -39% | 1.1k | 201.78 |
|
| Dover Corporation (DOV) | 0.0 | $227k | +2% | 1.6k | 139.56 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $226k | 4.6k | 48.64 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $225k | -14% | 551.00 | 409.12 |
|
| Ardelyx (ARDX) | 0.0 | $225k | 55k | 4.08 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $224k | -5% | 17k | 13.18 |
|
| D.R. Horton (DHI) | 0.0 | $224k | -2% | 2.1k | 107.52 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.0 | $224k | NEW | 6.6k | 33.70 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $224k | +6% | 122.00 | 1831.83 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $222k | 4.7k | 47.73 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $222k | NEW | 1.2k | 179.08 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $222k | 2.5k | 88.57 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $222k | +5% | 1.1k | 203.45 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $221k | NEW | 941.00 | 234.95 |
|
| Arista Networks (ANET) | 0.0 | $220k | NEW | 1.2k | 183.93 |
|
| ABM Industries (ABM) | 0.0 | $220k | 5.5k | 40.01 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $220k | NEW | 6.6k | 33.06 |
|
| Entegris (ENTG) | 0.0 | $219k | -5% | 2.3k | 93.95 |
|
| Consolidated Edison (ED) | 0.0 | $219k | 2.6k | 85.53 |
|
|
| Kforce (KFRC) | 0.0 | $218k | NEW | 3.7k | 59.67 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $218k | 2.2k | 97.77 |
|
|
| CoStar (CSGP) | 0.0 | $218k | 2.8k | 76.89 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $215k | 1.4k | 152.77 |
|
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $215k | NEW | 4.5k | 47.46 |
|
| Waste Management (WM) | 0.0 | $214k | +3% | 1.4k | 152.47 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $213k | NEW | 6.0k | 35.32 |
|
| Stryker Corporation (SYK) | 0.0 | $213k | +2% | 777.00 | 273.46 |
|
| CRA International (CRAI) | 0.0 | $212k | +2% | 2.1k | 100.79 |
|
| UMH Properties (UMH) | 0.0 | $211k | 15k | 14.02 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $211k | 1.9k | 109.29 |
|
|
| HEICO Corporation (HEI) | 0.0 | $208k | -10% | 1.3k | 161.93 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $207k | NEW | 3.0k | 68.17 |
|
| Cable One (CABO) | 0.0 | $207k | +2% | 336.00 | 615.83 |
|
| Raymond James Financial (RJF) | 0.0 | $204k | 2.0k | 100.45 |
|
|
| FleetCor Technologies | 0.0 | $204k | -8% | 798.00 | 255.34 |
|
| Quaker Chemical Corporation (KWR) | 0.0 | $203k | 1.3k | 160.00 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $202k | 7.5k | 26.91 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $202k | NEW | 4.7k | 42.65 |
|
| Allstate Corporation (ALL) | 0.0 | $201k | NEW | 1.8k | 111.46 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 0.0 | $200k | NEW | 3.4k | 58.55 |
|
| T. Rowe Price (TROW) | 0.0 | $200k | -26% | 1.9k | 104.90 |
|
| Manulife Finl Corp (MFC) | 0.0 | $196k | 11k | 18.28 |
|
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.0 | $190k | -14% | 16k | 12.25 |
|
| Ford Motor Company (F) | 0.0 | $175k | +5% | 14k | 12.42 |
|
| Nordstrom (JWN) | 0.0 | $168k | +6% | 11k | 14.94 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $166k | -13% | 26k | 6.50 |
|
| Kennedy-Wilson Holdings (KW) | 0.0 | $165k | 11k | 14.74 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $159k | -12% | 21k | 7.52 |
|
| Haleon Spon Ads (HLN) | 0.0 | $146k | +40% | 18k | 8.33 |
|
| Aris Water Solutions Class A Com (ARIS) | 0.0 | $129k | 13k | 9.98 |
|
|
| Barclays Adr (BCS) | 0.0 | $91k | NEW | 12k | 7.79 |
|
| Banco Santander Adr (SAN) | 0.0 | $60k | -4% | 16k | 3.76 |
|
| Selecta Biosciences (RNAC) | 0.0 | $58k | -35% | 55k | 1.06 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $56k | 26k | 2.13 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $53k | 20k | 2.58 |
|
|
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $45k | 10k | 4.47 |
|
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $31k | NEW | 10k | 3.08 |
|
| Biosig Technologies Com New | 0.0 | $6.8k | 14k | 0.49 |
|
Past Filings by Personal Cfo Solutions
SEC 13F filings are viewable for Personal Cfo Solutions going back to 2019
- Personal Cfo Solutions 2023 Q3 filed Nov. 13, 2023
- Personal Cfo Solutions 2023 Q2 filed Aug. 10, 2023
- Personal Cfo Solutions 2023 Q1 filed May 9, 2023
- Personal Cfo Solutions 2022 Q4 filed Feb. 14, 2023
- Personal Cfo Solutions 2022 Q3 filed Nov. 1, 2022
- Personal Cfo Solutions 2022 Q2 filed Aug. 5, 2022
- Personal Cfo Solutions 2022 Q1 filed May 2, 2022
- Personal Cfo Solutions 2021 Q4 filed Feb. 11, 2022
- Personal Cfo Solutions 2021 Q3 filed Nov. 18, 2021
- Personal Cfo Solutions 2021 Q2 filed July 22, 2021
- Personal Cfo Solutions 2021 Q1 filed April 21, 2021
- Personal Cfo Solutions 2020 Q4 filed Feb. 9, 2021
- Personal Cfo Solutions 2020 Q3 filed Nov. 2, 2020
- Personal Cfo Solutions 2020 Q2 filed Aug. 3, 2020
- Personal Cfo Solutions 2020 Q1 filed April 30, 2020
- Personal Cfo Solutions 2019 Q4 filed Feb. 13, 2020