Morton Brown Family Wealth

Morton Brown Family Wealth as of March 31, 2023

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 294 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Broad Market Etf Etf (SCHB) 22.7 $38M 795k 47.85
Ishares National Muni Bond Etf Etf (MUB) 7.7 $13M 119k 107.74
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.9 $12M 258k 45.17
Spdr S&p 500 Etf Trust Etf (SPY) 5.9 $9.9M 24k 409.38
Schwab International Small-cap Equity Etf Etf (SCHC) 5.7 $9.6M 285k 33.71
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 5.5 $9.3M 122k 76.18
Ishares Short-term National Muni Bond Etf Etf (SUB) 4.6 $7.7M 74k 104.68
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 4.6 $7.7M 152k 50.43
Vanguard Ftse Emerging Markets Etf Etf (VWO) 4.4 $7.4M 183k 40.40
Ishares Global Reit Etf Etf (REET) 3.8 $6.4M 280k 22.93
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 2.4 $4.0M 40k 99.23
Ishares Core High Dividend Etf Etf (HDV) 2.1 $3.5M 35k 101.66
Vanguard Total International Bond Etf Etf (BNDX) 2.0 $3.3M 67k 48.92
Ishares Core Msci Eafe Etf Etf (IEFA) 1.9 $3.2M 48k 66.85
Ishares Msci Eafe Etf Etf (EFA) 1.8 $3.0M 42k 71.52
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.3 $2.2M 28k 80.22
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.3 $2.2M 29k 76.23
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 1.3 $2.2M 20k 109.24
Vanguard Small-cap Etf Etf (VB) 1.1 $1.9M 9.9k 189.56
Avantis Emerging Markets Equity Etf Etf (AVEM) 1.0 $1.6M 31k 52.89
Apple Stock (AAPL) 0.9 $1.5M 9.0k 164.91
Ishares Tips Bond Etf Etf (TIP) 0.7 $1.3M 11k 110.25
Ishares Russell 2000 Etf Etf (IWM) 0.7 $1.1M 6.2k 178.40
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.6 $926k 9.9k 93.59
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.5 $817k 15k 54.57
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.5 $805k 8.9k 90.45
Invesco Qqq Trust Etf (QQQ) 0.5 $794k 2.5k 320.90
Ishares Core Growth Allocation Etf Etf (AOR) 0.4 $754k 15k 50.03
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.4 $741k 32k 23.49
Vanguard Total International Stock Etf Etf (VXUS) 0.4 $710k 13k 55.21
Vanguard Mid-cap Growth Etf Etf (VOT) 0.3 $560k 2.9k 194.89
Microsoft Corp Stock (MSFT) 0.3 $544k 1.9k 288.28
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.3 $515k 7.2k 71.84
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.3 $507k 21k 24.52
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.3 $480k 9.8k 48.79
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.3 $432k 20k 21.49
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $419k 1.7k 250.16
Vanguard Real Estate Etf Etf (VNQ) 0.2 $365k 4.4k 83.04
Spdr Dow Jones Global Real Estate Etf Etf (RWO) 0.2 $358k 8.7k 41.16
Mcdonalds Corp Stock (MCD) 0.2 $309k 1.1k 279.71
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.2 $304k 2.6k 117.65
Comerica Stock (CMA) 0.1 $237k 5.4k 43.42
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $217k 703.00 308.77
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $208k 6.1k 33.99
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $199k 6.3k 31.48
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.1 $187k 3.9k 47.55
Nike Inc Cl B Stock (NKE) 0.1 $186k 1.5k 122.64
Amgen Stock (AMGN) 0.1 $184k 760.00 241.75
Qualcomm Stock (QCOM) 0.1 $180k 1.4k 127.58
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $170k 3.5k 48.77
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $165k 675.00 244.17
Northrop Grumman Corp Stock (NOC) 0.1 $156k 338.00 462.01
Ishares Core Moderate Allocation Etf Etf (AOM) 0.1 $152k 3.8k 39.86
Disney Walt Stock (DIS) 0.1 $145k 1.4k 100.13
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $126k 759.00 166.04
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $122k 2.0k 60.94
Pfizer Stock (PFE) 0.1 $116k 2.8k 40.80
Nvidia Corporation Stock (NVDA) 0.1 $115k 414.00 277.77
Paychex Stock (PAYX) 0.1 $115k 1.0k 114.59
Ishares Core S&p Us Value Etf Etf (IUSV) 0.1 $107k 1.4k 73.78
Union Pac Corp Stock (UNP) 0.1 $106k 525.00 201.27
American Wtr Wks Stock (AWK) 0.1 $103k 700.00 146.49
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $94k 974.00 96.70
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $88k 993.00 88.77
Raytheon Technologies Corp Stock (RTX) 0.0 $82k 833.00 97.93
Exxon Mobil Corp Stock (XOM) 0.0 $79k 724.00 109.66
Nextera Energy Stock (NEE) 0.0 $78k 1.0k 77.08
Spdr Gold Shares Etf (GLD) 0.0 $73k 400.00 183.22
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.0 $70k 1.5k 47.09
American Elec Pwr Stock (AEP) 0.0 $62k 680.00 90.99
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $60k 2.5k 24.06
United Parcel Service Inc Cl B Stock (UPS) 0.0 $58k 300.00 193.99
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $56k 2.4k 23.02
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $55k 786.00 69.72
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $50k 150.00 332.62
Ameriprise Finl Stock (AMP) 0.0 $49k 159.00 306.50
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $48k 943.00 50.66
Pepsico Stock (PEP) 0.0 $46k 251.00 182.30
Kellogg Stock (K) 0.0 $45k 676.00 66.96
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $45k 899.00 49.99
Omnicom Group Stock (OMC) 0.0 $43k 459.00 94.34
Vail Resorts Stock (MTN) 0.0 $39k 166.00 233.68
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $38k 734.00 51.28
Starbucks Corp Stock (SBUX) 0.0 $37k 359.00 104.08
Vanguard Value Etf Etf (VTV) 0.0 $36k 258.00 138.11
Corning Stock (GLW) 0.0 $35k 1.0k 35.28
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $34k 678.00 50.54
International Business Machs Stock (IBM) 0.0 $34k 256.00 131.09
Air Prods & Chems Stock (APD) 0.0 $32k 111.00 287.21
Walmart Stock (WMT) 0.0 $32k 216.00 147.35
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $31k 239.00 129.52
Vanguard Growth Etf Etf (VUG) 0.0 $30k 122.00 249.44
Amazon Stock (AMZN) 0.0 $30k 286.00 103.29
Norfolk Southn Corp Stock (NSC) 0.0 $29k 137.00 212.00
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $28k 466.00 60.65
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $28k 750.00 37.32
Cisco Sys Stock (CSCO) 0.0 $28k 531.00 52.24
Sanofi Adr (SNY) 0.0 $27k 501.00 54.42
Procter And Gamble Stock (PG) 0.0 $23k 155.00 148.69
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $23k 220.00 104.00
Phillips 66 Stock (PSX) 0.0 $22k 219.00 101.38
Southern Stock (SO) 0.0 $22k 314.00 69.58
Ugi Corp Stock (UGI) 0.0 $22k 627.00 34.78
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $20k 410.00 48.15
Barrick Gold Corp Stock (GOLD) 0.0 $19k 1.0k 18.57
General Electric Stock (GE) 0.0 $17k 180.00 95.60
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $17k 160.00 103.73
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $16k 108.00 152.26
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $16k 334.00 48.79
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.0 $15k 472.00 32.49
Viking Therapeutics Stock (VKTX) 0.0 $15k 900.00 16.65
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $15k 462.00 32.12
Verizon Communications Stock (VZ) 0.0 $15k 375.00 38.89
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $14k 489.00 29.23
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $14k 218.00 65.17
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $14k 211.00 66.12
Chevron Corp Stock (CVX) 0.0 $14k 83.00 163.16
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB) 0.0 $13k 559.00 23.62
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $12k 138.00 86.28
Meta Platforms Inc Cl A Stock (META) 0.0 $12k 56.00 211.95
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $11k 320.00 35.55
Lilly Eli & Co Stock (LLY) 0.0 $11k 33.00 343.42
Carrier Global Corporation Stock (CARR) 0.0 $11k 247.00 45.75
Ishares Silver Trust Etf (SLV) 0.0 $11k 500.00 22.12
Salesforce Stock (CRM) 0.0 $11k 55.00 199.78
3M Stock (MMM) 0.0 $11k 100.00 105.11
Ppl Corp Stock (PPL) 0.0 $10k 376.00 27.78
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.0 $10k 336.00 30.88
Ishares Biotechnology Etf Etf (IBB) 0.0 $10k 78.00 129.81
Conocophillips Stock (COP) 0.0 $10k 102.00 99.21
Coca Cola Stock (KO) 0.0 $9.9k 160.00 62.03
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $9.6k 70.00 137.01
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $9.4k 65.00 144.62
Truist Finl Corp Stock (TFC) 0.0 $9.1k 266.00 34.13
Ishares Select Dividend Etf Etf (DVY) 0.0 $9.0k 77.00 117.32
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.0 $9.0k 129.00 69.96
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $9.0k 135.00 66.45
Visa Inc Com Cl A Stock (V) 0.0 $8.8k 39.00 225.46
Morgan Stanley Stock (MS) 0.0 $8.6k 98.00 87.80
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $8.4k 254.00 33.07
Netflix Stock (NFLX) 0.0 $8.3k 24.00 345.50
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $8.2k 38.00 216.42
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $7.7k 118.00 65.58
Costco Whsl Corp Stock (COST) 0.0 $7.5k 15.00 496.87
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.0 $7.3k 146.00 50.25
At&t Stock (T) 0.0 $7.3k 379.00 19.24
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $7.0k 17.00 411.06
Hershey Stock (HSY) 0.0 $6.9k 27.00 254.41
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.0 $6.8k 166.00 41.03
Humana Stock (HUM) 0.0 $6.8k 14.00 485.43
Freshpet Stock (FRPT) 0.0 $6.6k 100.00 66.19
Elevance Health Stock (ELV) 0.0 $6.4k 14.00 459.79
General Dynamics Corp Stock (GD) 0.0 $6.2k 27.00 228.22
Vanguard Total Bond Market Etf Etf (BND) 0.0 $6.1k 82.00 73.83
Duke Energy Corp Stock (DUK) 0.0 $5.7k 59.00 96.47
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $5.3k 35.00 152.03
Johnson & Johnson Stock (JNJ) 0.0 $5.0k 32.00 155.00
Ge Healthcare Technologies Stock (GEHC) 0.0 $4.9k 60.00 82.03
Boeing Stock (BA) 0.0 $4.7k 22.00 212.41
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $4.5k 76.00 59.59
Joby Aviation Stock (JOBY) 0.0 $4.3k 1.0k 4.34
Dominion Energy Stock (D) 0.0 $4.0k 72.00 55.92
Honeywell Intl Stock (HON) 0.0 $3.6k 19.00 191.11
Oracle Corp Stock (ORCL) 0.0 $3.6k 39.00 92.92
Bank America Corp Stock (BAC) 0.0 $3.6k 126.00 28.60
Tesla Stock (TSLA) 0.0 $3.5k 17.00 207.47
American Express Stock (AXP) 0.0 $3.5k 21.00 164.95
Thermo Fisher Scientific Stock (TMO) 0.0 $3.5k 6.00 576.33
Prologis Reit (PLD) 0.0 $3.2k 26.00 124.77
Intercontinental Exchange Stock (ICE) 0.0 $3.2k 31.00 104.29
On Semiconductor Corp Stock (ON) 0.0 $3.0k 37.00 82.32
Adams Diversified Equity Cef (ADX) 0.0 $3.0k 194.00 15.55
Monster Beverage Corp Stock (MNST) 0.0 $2.9k 54.00 54.02
Danaher Corporation Stock (DHR) 0.0 $2.8k 11.00 252.00
Analog Devices Stock (ADI) 0.0 $2.8k 14.00 197.21
Autodesk Stock (ADSK) 0.0 $2.7k 13.00 208.15
Teledyne Technologies Stock (TDY) 0.0 $2.7k 6.00 447.33
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $2.5k 52.00 48.54
Marsh & Mclennan Cos Stock (MMC) 0.0 $2.5k 15.00 166.53
Spdr S&p Dividend Etf Etf (SDY) 0.0 $2.5k 20.00 123.70
Regeneron Pharmaceuticals Stock (REGN) 0.0 $2.5k 3.00 821.67
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $2.4k 26.00 93.69
Unitedhealth Group Stock (UNH) 0.0 $2.4k 5.00 472.60
Diodes Stock (DIOD) 0.0 $2.3k 25.00 92.76
Boston Scientific Corp Stock (BSX) 0.0 $2.3k 45.00 50.02
Albemarle Corp Stock (ALB) 0.0 $2.2k 10.00 221.00
Vertex Pharmaceuticals Stock (VRTX) 0.0 $2.2k 7.00 315.00
Hologic Stock (HOLX) 0.0 $2.2k 27.00 80.70
Cf Inds Hldgs Stock (CF) 0.0 $2.2k 30.00 72.50
D R Horton Stock (DHI) 0.0 $2.1k 22.00 97.68
Amphenol Corp New Cl A Stock (APH) 0.0 $2.1k 26.00 81.73
Gatx Corp Stock (GATX) 0.0 $2.1k 19.00 110.00
Albany Intl Corp Cl A Stock (AIN) 0.0 $2.1k 23.00 89.35
Houlihan Lokey Inc Cl A Stock (HLI) 0.0 $2.0k 23.00 87.48
Monolithic Pwr Sys Stock (MPWR) 0.0 $2.0k 4.00 500.50
Goldman Sachs Group Stock (GS) 0.0 $2.0k 6.00 327.17
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $1.9k 49.00 39.47
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $1.9k 30.00 63.60
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $1.9k 200.00 9.54
Wells Fargo Stock (WFC) 0.0 $1.9k 50.00 37.38
Smith A O Corp Stock (AOS) 0.0 $1.9k 27.00 69.15
Reinsurance Grp Of America Stock (RGA) 0.0 $1.9k 14.00 132.79
Cirrus Logic Stock (CRUS) 0.0 $1.9k 17.00 109.35
Hexcel Corp Stock (HXL) 0.0 $1.8k 27.00 68.26
Gamestop Corp New Cl A Stock (GME) 0.0 $1.8k 80.00 23.02
Cbre Group Inc Cl A Stock (CBRE) 0.0 $1.8k 25.00 72.80
Waste Mgmt Inc Del Stock (WM) 0.0 $1.8k 11.00 163.18
Home Depot Stock (HD) 0.0 $1.8k 6.00 295.17
Arrow Electrs Stock (ARW) 0.0 $1.7k 14.00 124.86
Snap On Stock (SNA) 0.0 $1.7k 7.00 246.86
Applied Matls Stock (AMAT) 0.0 $1.7k 14.00 122.86
Borgwarner Stock (BWA) 0.0 $1.7k 35.00 49.11
Raymond James Finl Stock (RJF) 0.0 $1.7k 18.00 93.28
Ansys Stock (ANSS) 0.0 $1.7k 5.00 332.80
Factset Resh Sys Stock (FDS) 0.0 $1.7k 4.00 415.00
Novo-nordisk A S Adr (NVO) 0.0 $1.6k 10.00 159.10
Cracker Barrel Old Ctry Store Stock (CBRL) 0.0 $1.6k 14.00 113.57
Conmed Corp Stock (CNMD) 0.0 $1.6k 15.00 103.87
Darden Restaurants Stock (DRI) 0.0 $1.6k 10.00 155.20
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.0 $1.5k 37.00 41.68
Ryder Sys Stock (R) 0.0 $1.5k 17.00 89.24
Dollar Gen Corp Stock (DG) 0.0 $1.5k 7.00 210.43
Sysco Corp Stock (SYY) 0.0 $1.5k 19.00 77.21
Formfactor Stock (FORM) 0.0 $1.5k 46.00 31.85
Bio Rad Labs Inc Cl A Stock (BIO) 0.0 $1.4k 3.00 479.00
Expeditors Intl Wash Stock (EXPD) 0.0 $1.4k 13.00 110.15
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $1.4k 5.00 285.80
Charles Riv Labs Intl Stock (CRL) 0.0 $1.4k 7.00 201.86
Moog Inc Cl A Stock (MOG.A) 0.0 $1.4k 14.00 100.79
Illumina Stock (ILMN) 0.0 $1.4k 6.00 232.50
Box Inc Cl A Stock (BOX) 0.0 $1.4k 52.00 26.79
Cabot Corp Stock (CBT) 0.0 $1.4k 18.00 76.67
Woodward Stock (WWD) 0.0 $1.4k 14.00 97.36
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $1.4k 90.00 15.10
Republic Svcs Stock (RSG) 0.0 $1.4k 10.00 135.20
Firstcash Holdings Stock (FCFS) 0.0 $1.3k 14.00 95.36
Zoetis Inc Cl A Stock (ZTS) 0.0 $1.3k 8.00 166.50
Archrock Stock (AROC) 0.0 $1.3k 134.00 9.77
Shopify Inc Cl A Stock (SHOP) 0.0 $1.3k 27.00 47.93
Medtronic Stock (MDT) 0.0 $1.3k 16.00 80.62
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $1.3k 83.00 15.48
Myriad Genetics Stock (MYGN) 0.0 $1.3k 55.00 23.24
Spirit Aerosystems Hldgs Inc Com Cl A Stock (SPR) 0.0 $1.3k 37.00 34.54
Penn Entertainment Stock (PENN) 0.0 $1.2k 42.00 29.67
Huntington Ingalls Inds Stock (HII) 0.0 $1.2k 6.00 207.00
Lauder Estee Cos Inc Cl A Stock (EL) 0.0 $1.2k 5.00 246.40
Sonoco Prods Stock (SON) 0.0 $1.2k 20.00 61.00
Syneos Health Inc Cl A Stock 0.0 $1.2k 34.00 35.62
Black Knight Stock 0.0 $1.2k 21.00 57.57
Heico Corp Stock (HEI) 0.0 $1.2k 7.00 171.00
Iqvia Hldgs Stock (IQV) 0.0 $1.2k 6.00 198.83
Yum Brands Stock (YUM) 0.0 $1.2k 9.00 132.11
Stericycle Stock (SRCL) 0.0 $1.2k 27.00 43.59
Adobe Systems Incorporated Stock (ADBE) 0.0 $1.2k 3.00 385.33
Sei Invts Stock (SEIC) 0.0 $1.2k 20.00 57.55
Aptiv Stock (APTV) 0.0 $1.1k 10.00 112.20
Novartis Adr (NVS) 0.0 $1.1k 12.00 92.00
Webster Finl Corp Stock (WBS) 0.0 $1.1k 28.00 39.43
Eastman Chem Stock (EMN) 0.0 $1.1k 13.00 84.31
Avery Dennison Corp Stock (AVY) 0.0 $1.1k 6.00 179.00
Papa Johns Intl Stock (PZZA) 0.0 $1.0k 14.00 74.93
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $1.0k 4.00 261.00
Workday Inc Cl A Stock (WDAY) 0.0 $1.0k 5.00 206.60
Intuitive Surgical Stock (ISRG) 0.0 $1.0k 4.00 255.50
Alibaba Group Hldg Adr (BABA) 0.0 $1.0k 10.00 102.20
Centene Corp Del Stock (CNC) 0.0 $1.0k 16.00 63.19
Commerce Bancshares Stock (CBSH) 0.0 $991.999300 17.00 58.35
Paypal Hldgs Stock (PYPL) 0.0 $987.000300 13.00 75.92
Corporate Office Pptys Tr Sh Ben Int Reit (CDP) 0.0 $948.000000 40.00 23.70
Akamai Technologies Stock (AKAM) 0.0 $939.999600 12.00 78.33
Ishares U.s. Technology Etf Etf (IYW) 0.0 $928.000000 10.00 92.80
Caterpillar Stock (CAT) 0.0 $915.000000 4.00 228.75
Horace Mann Educators Corp Stock (HMN) 0.0 $869.999000 26.00 33.46
Wec Energy Group Stock (WEC) 0.0 $853.000200 9.00 94.78
Keycorp Stock (KEY) 0.0 $839.000800 67.00 12.52
Deere & Co Stock (DE) 0.0 $826.000000 2.00 413.00
Block Inc Cl A Stock (SQ) 0.0 $824.000400 12.00 68.67
Yum China Hldgs Stock (YUMC) 0.0 $696.999600 11.00 63.36
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $695.000000 5.00 139.00
Cnfinance Hldgs Ltd Spon Ads Adr (CNF) 0.0 $618.000000 250.00 2.47
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $582.000000 8.00 72.75
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $546.000000 2.00 273.00
Cognex Corp Stock (CGNX) 0.0 $545.000500 11.00 49.55
Boston Properties Reit (BXP) 0.0 $541.000000 10.00 54.10
The Beachbody Company Inc Com Cl A Stock 0.0 $482.000000 1.0k 0.48
Cue Health Stock (HLTH) 0.0 $462.000600 254.00 1.82
8X8 Stock (EGHT) 0.0 $417.000000 100.00 4.17
Hudson Pac Pptys Reit (HPP) 0.0 $351.999500 53.00 6.64
Jumia Technologies Adr (JMIA) 0.0 $329.000000 100.00 3.29
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $106.000000 1.00 106.00
Ampio Pharmaceuticals Stock 0.0 $27.996000 120.00 0.23
Proshares Vix Short-term Futures Etf Etf 0.0 $18.000000 2.00 9.00
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $0 0 0.00
American Intl Group Stock (AIG) 0.0 $0 0 0.00