55i

Latest statistics and disclosures from 55i's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by 55i consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for 55i

55i holds 580 positions in its portfolio as reported in the September 2022 quarterly 13F filing

55i has 580 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Core S&P 500 ETF Etf (IVV) 10.9 $389M +30% 1.1M 358.65
 View chart
iShares ESG Aware MSCI USA ETF Etf (ESGU) 10.1 $363M 4.6M 79.41
 View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG) 7.6 $274M +18% 6.5M 41.99
 View chart
iShares MSCI EAFE Value ETF Etf (EFV) 4.1 $146M -22% 3.8M 38.53
 View chart
iShares MSCI EAFE Growth ETF Etf (EFG) 3.9 $138M +23% 1.9M 72.56
 View chart
iShares MSCI USA Min Vol Facto Etf (USMV) 2.1 $76M +40% 1.2M 66.10
 View chart
Vanguard 500 Index Fund Etf (VOO) 2.0 $72M +9% 218k 328.30
 View chart
iShares S&P 100 ETF Etf (OEF) 1.8 $66M -7% 403k 162.50
 View chart
iShares Edge MSCI Intl Value F Etf (IVLU) 1.8 $65M +176% 3.3M 19.75
 View chart
iShares Core S&P Small-Cap ETF Etf (IJR) 1.8 $63M +655% 725k 87.19
 View chart
iShares Russell 1000 ETF Etf (IWB) 1.6 $57M +49% 287k 197.33
 View chart
iShares ESG MSCI USA Leaders E Etf (SUSL) 1.5 $55M 893k 61.76
 View chart
iShares MSCI Emerg Mkts Min Vo Etf (EEMV) 1.5 $54M +9% 1.1M 50.68
 View chart
iShares MSCI USA Quality Facto Etf (QUAL) 1.3 $47M +107% 453k 103.94
 View chart
Invesco S&P Emerging Markets L Etf (EELV) 1.3 $46M +16% 2.2M 20.99
 View chart
iShares Europe ETF Etf (IEV) 1.2 $43M +247% 1.1M 37.76
 View chart
iShares Core MSCI EAFE ETF Etf (IEFA) 1.2 $43M +77% 815k 52.67
 View chart
iShares MSCI Emerging Markets Etf (EEM) 1.1 $40M +749% 1.2M 34.88
 View chart
Vanguard Total Stock Market In Etf (VTI) 1.0 $34M +46% 191k 179.47
 View chart
Schwab US Large-Cap Growth ETF Etf (SCHG) 1.0 $34M +191% 610k 55.81
 View chart
iShares Core High Dividend ETF Etf (HDV) 0.9 $33M -39% 360k 91.29
 View chart
Apple (AAPL) 0.9 $33M +189% 235k 138.20
 View chart
iShares Core MSCI Emerging Mar Etf (IEMG) 0.8 $30M +100% 699k 42.98
 View chart
iShares Core S&P Total US Stoc Etf (ITOT) 0.8 $30M +60% 375k 79.54
 View chart
iShares MSCI USA Value Factor Etf (VLUE) 0.8 $29M -6% 356k 81.86
 View chart
Microsoft Corporation (MSFT) 0.8 $28M +157% 119k 232.90
 View chart
JPMorgan BetaBuilders US Equit Etf (BBUS) 0.8 $27M -6% 423k 64.34
 View chart
Health Care Select Sector SPDR Etf (XLV) 0.6 $23M +7% 188k 121.11
 View chart
iShares S&P 500 Growth ETF Etf (IVW) 0.6 $22M +52% 378k 57.85
 View chart
iShares Russell 1000 Growth ET Etf (IWF) 0.6 $21M +54% 102k 210.40
 View chart
Technology Select Sector SPDR Etf (XLK) 0.6 $21M +14% 176k 118.78
 View chart
iShares ESG Aware MSCI EM ETF Etf (ESGE) 0.6 $20M -6% 731k 27.67
 View chart
iShares US Infrastructure ETF Etf (IFRA) 0.5 $19M -34% 588k 32.24
 View chart
Schwab US Large-Cap ETF Etf (SCHX) 0.5 $18M +7% 420k 42.35
 View chart
iShares MSCI USA Momentum Fact Etf (MTUM) 0.5 $18M +66% 135k 131.17
 View chart
iShares S&P 500 Value ETF Etf (IVE) 0.5 $18M +45% 137k 128.52
 View chart
Vanguard Information Technolog Etf (VGT) 0.5 $17M +5% 56k 307.37
 View chart
SPDR S&P 500 ETF Trust Etf (SPY) 0.5 $17M +35% 47k 357.19
 View chart
SPDR Portfolio Developed Wld e Etf (SPDW) 0.5 $17M +45% 649k 25.80
 View chart
Schwab US Large-Cap Value ETF Etf (SCHV) 0.5 $16M +181% 280k 58.51
 View chart
JPMorgan BetaBuilders Intl Eq Etf (BBIN) 0.4 $16M +18% 378k 42.31
 View chart
Amazon (AMZN) 0.4 $14M +255% 123k 113.00
 View chart
iShares US Healthcare ETF Etf (IYH) 0.4 $14M +108% 54k 253.00
 View chart
iShares Russell Top 200 Value Etf (IWX) 0.4 $13M NEW 231k 57.71
 View chart
iShares S&P Small-Cap 600 Grow Etf (IJT) 0.4 $13M +364% 130k 101.67
 View chart
iShares US Energy ETF Etf (IYE) 0.4 $13M -35% 327k 39.31
 View chart
Vanguard Value Index Fund Etf (VTV) 0.3 $12M +93% 96k 123.48
 View chart
iShares Core Dividend Growth E Etf (DGRO) 0.3 $12M +110% 266k 44.47
 View chart
SPDR Portfolio S&P 500 Growth Etf (SPYG) 0.3 $11M -55% 223k 50.10
 View chart
iShares MSCI KLD 400 Social ET Etf (DSI) 0.3 $11M -8% 164k 66.97
 View chart
iShares ESG Advanced MSCI USA Etf (USXF) 0.3 $11M -3% 381k 28.02
 View chart
Vanguard Growth Index Fund Etf (VUG) 0.3 $9.8M +18% 46k 213.95
 View chart
Vanguard Small Cap Index Fund Etf (VB) 0.3 $9.5M +42% 56k 170.92
 View chart
Energy Select Sector SPDR Fund Etf (XLE) 0.3 $9.4M -60% 131k 72.01
 View chart
Avantis U.S. Equity ETF Etf (AVUS) 0.3 $9.3M +9% 150k 62.35
 View chart
iShares MSCI EAFE ETF Etf (EFA) 0.3 $9.2M +321% 164k 56.01
 View chart
Consumer Discret Sel Sect SPDR Etf (XLY) 0.3 $9.0M -4% 63k 142.44
 View chart
iShares ESG MSCI EM Leaders ET Etf (LDEM) 0.2 $8.9M +47% 218k 40.75
 View chart
Alphabet Inc Class A cs (GOOGL) 0.2 $8.8M +6414% 93k 95.65
 View chart
UnitedHealth (UNH) 0.2 $8.8M +224% 18k 505.04
 View chart
iShares Core MSCI Total Intl S Etf (IXUS) 0.2 $8.8M +51% 173k 50.92
 View chart
iShares Currency Hedged MSCI E Etf (HEZU) 0.2 $8.7M 300k 28.86
 View chart
Berkshire Hathaway (BRK.B) 0.2 $8.4M +185% 32k 267.01
 View chart
Vanguard Health Care Index Fun Etf (VHT) 0.2 $8.0M +11% 36k 223.68
 View chart
Financial Select Sector SPDR F Etf (XLF) 0.2 $8.0M -7% 264k 30.36
 View chart
Blackrock U.S. Carbon Transiti Etf (LCTU) 0.2 $8.0M +89% 199k 39.87
 View chart
Vanguard Dividend Appreciation Etf (VIG) 0.2 $7.8M +131% 58k 135.15
 View chart
Alphabet Inc Class C cs (GOOG) 0.2 $7.8M +5366% 81k 96.15
 View chart
iShares MSCI EAFE Small-Cap ET Etf (SCZ) 0.2 $7.8M +1094% 160k 48.78
 View chart
Industrial Select Sector SPDR Etf (XLI) 0.2 $7.7M +39% 93k 82.84
 View chart
Tesla Motors (TSLA) 0.2 $7.5M +994% 28k 265.25
 View chart
Fidelity MSCI Information Tech Etf (FTEC) 0.2 $7.5M -27% 82k 90.94
 View chart
iShares ESG Aware MSCI USA Sma Etf (ESML) 0.2 $7.4M +11% 242k 30.67
 View chart
Vanguard Real Estate Index Fun Etf (VNQ) 0.2 $7.2M +748% 90k 80.17
 View chart
Imgp Dbi Managed Futures Strat Etf (DBMF) 0.2 $7.2M NEW 211k 33.94
 View chart
Johnson & Johnson (JNJ) 0.2 $7.2M +132% 44k 163.37
 View chart
iShares ESG Advanced MSCI EAFE Etf (DMXF) 0.2 $7.1M +24% 153k 46.58
 View chart
SPDR Portfolio S&P 500 Value E Etf (SPYV) 0.2 $7.1M -66% 205k 34.49
 View chart
T Rowe Price Dividend Growth E Etf (TDVG) 0.2 $6.9M +1433% 244k 28.47
 View chart
JPMorgan Equity Premium Income Etf (JEPI) 0.2 $6.8M +44% 133k 51.23
 View chart
iShares ESG Aware MSCI EAFE ET Etf (ESGD) 0.2 $6.7M +3% 119k 56.13
 View chart
Vanguard FTSE All-World ex-US Etf (VEU) 0.2 $6.7M +13% 151k 44.36
 View chart
Vanguard Developed Markets Ind Etf (VEA) 0.2 $6.5M -6% 178k 36.36
 View chart
iShares US Technology ETF Etf (IYW) 0.2 $6.2M -47% 85k 73.37
 View chart
iShares Global Healthcare ETF Etf (IXJ) 0.2 $6.2M NEW 82k 75.35
 View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.2 $6.1M +136% 197k 30.76
 View chart
SPDR Portfolio S&P 600 Sm Cap Etf (SPSM) 0.2 $6.1M +345% 178k 34.06
 View chart
Schwab US Small-Cap ETF Etf (SCHA) 0.2 $6.0M +122% 159k 37.81
 View chart
SPDR Port S&P 1500 Comps Stk M Etf (SPTM) 0.2 $6.0M -9% 136k 44.11
 View chart
Communication Services Sel Sec Etf (XLC) 0.2 $6.0M -15% 125k 47.89
 View chart
Dimensional US Equity ETF Etf (DFUS) 0.2 $5.8M +38% 151k 38.82
 View chart
ProShares S&P 500 Dividend Ari Etf (NOBL) 0.2 $5.8M +12% 72k 79.96
 View chart
iShares Select Dividend ETF Etf (DVY) 0.2 $5.7M +48% 53k 107.23
 View chart
SPDR Portfolio Emerging Market Etf (SPEM) 0.2 $5.6M +46% 179k 31.04
 View chart
Consumer Staples Select Sector Etf (XLP) 0.2 $5.4M +88% 81k 66.72
 View chart
Fidelity MSCI Financials ETF Etf (FNCL) 0.2 $5.4M -7% 126k 43.08
 View chart
iShares Russell 1000 Value ETF Etf (IWD) 0.1 $5.3M +172% 39k 136.00
 View chart
iShares Russell Top 200 ETF Etf (IWL) 0.1 $5.3M +44% 62k 84.91
 View chart
Fidelity Blue Chip Growth ETF Etf (FBCG) 0.1 $5.3M +4% 245k 21.45
 View chart
iShares Global Tech ETF Etf (IXN) 0.1 $5.2M -50% 124k 42.18
 View chart
Vanguard Industrials Index Fun Etf (VIS) 0.1 $5.1M -9% 32k 157.56
 View chart
iShares MSCI USA ESG Select ET Etf (SUSA) 0.1 $5.0M +128% 66k 75.90
 View chart
JPMorgan US Value Factor ETF Etf (JVAL) 0.1 $4.9M -11% 164k 29.78
 View chart
Vanguard Pacific Stock Index F Etf (VPL) 0.1 $4.8M +186% 84k 57.44
 View chart
Pepsi (PEP) 0.1 $4.8M +185% 29k 163.28
 View chart
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.1 $4.7M +2% 21k 219.27
 View chart
Vanguard International Hi Div Etf (VYMI) 0.1 $4.6M -5% 88k 52.03
 View chart
Invesco QQQ Trust Etf (QQQ) 0.1 $4.6M 17k 267.28
 View chart
Exxon Mobil Corporation (XOM) 0.1 $4.5M +186% 52k 87.30
 View chart
Eli Lilly & Co. (LLY) 0.1 $4.3M +177% 13k 323.30
 View chart
iShares Expanded Tech Sector E Etf (IGM) 0.1 $4.3M +55% 16k 276.40
 View chart
Abbvie (ABBV) 0.1 $4.2M +205% 32k 134.21
 View chart
Procter & Gamble Company (PG) 0.1 $4.2M +112% 34k 126.23
 View chart
iShares Global Infrastructure Etf (IGF) 0.1 $4.2M NEW 100k 41.83
 View chart
Vanguard Consumer Discretionar Etf (VCR) 0.1 $4.2M 18k 235.07
 View chart
Vanguard Russell 1000 Value In Etf (VONV) 0.1 $4.1M +1083% 69k 59.70
 View chart
Vanguard Emerging Markets Stoc Etf (VWO) 0.1 $4.0M -31% 109k 36.49
 View chart
SPDR S&P 600 Small Cap ETF Etf 0.1 $3.9M +780% 52k 75.69
 View chart
iShares MSCI USA Small-Cap Mlt Etf (SMLF) 0.1 $3.9M +72% 86k 44.76
 View chart
Visa (V) 0.1 $3.8M +85% 21k 177.64
 View chart
iShares Core S&P US Growth ETF Etf (IUSG) 0.1 $3.8M +23% 47k 80.19
 View chart
Vanguard Mid-Cap Growth Index Etf (VOT) 0.1 $3.7M +754% 22k 170.57
 View chart
iShares US Medical Devices ETF Etf (IHI) 0.1 $3.7M -47% 79k 47.18
 View chart
iShares Russell 2000 ETF Etf (IWM) 0.1 $3.7M +141% 22k 164.93
 View chart
Vanguard High Dividend Yield I Etf (VYM) 0.1 $3.7M +7% 39k 94.87
 View chart
iShares MSCI Intl Quality Fact Etf (IQLT) 0.1 $3.6M +1461% 131k 27.77
 View chart
JPMorgan Emerging Markets Equi Etf (JEMA) 0.1 $3.6M -16% 114k 31.86
 View chart
Chevron Corporation (CVX) 0.1 $3.5M +175% 24k 143.67
 View chart
Bank of America Corporation (BAC) 0.1 $3.4M +252% 113k 30.20
 View chart
Facebook Inc cl a (META) 0.1 $3.4M +274% 25k 135.68
 View chart
Thermo Fisher Scientific (TMO) 0.1 $3.4M +181% 6.6k 507.17
 View chart
Goldman Sachs ActiveBeta US Lg Etf (GSLC) 0.1 $3.3M +29% 47k 71.02
 View chart
Fidelity MSCI Consumer Discret Etf (FDIS) 0.1 $3.3M -15% 54k 60.86
 View chart
Goldman Sachs MarketBeta Intl Etf (GSID) 0.1 $3.3M +19% 82k 40.13
 View chart
Home Depot (HD) 0.1 $3.3M +94% 12k 275.99
 View chart
MasterCard Incorporated (MA) 0.1 $3.2M +148% 11k 284.29
 View chart
Utilities Select Sector SPDR F Etf (XLU) 0.1 $3.2M +130% 49k 65.51
 View chart
Vanguard Small Cap Value Index Etf (VBR) 0.1 $3.2M +65% 22k 143.42
 View chart
Schwab International Equity ET Etf (SCHF) 0.1 $3.2M -84% 113k 28.13
 View chart
Vanguard Communication Service Etf (VOX) 0.1 $3.1M -8% 38k 82.38
 View chart
Vanguard Consumer Staples Fund Etf (VDC) 0.1 $3.1M -6% 18k 171.79
 View chart
iShares Core S&P US Value ETF Etf (IUSV) 0.1 $3.0M +11% 48k 62.62
 View chart
Schwab US Broad Market ETF Etf (SCHB) 0.1 $3.0M 71k 41.99
 View chart
Fidelity MSCI Consumer Staples Etf (FSTA) 0.1 $2.9M 73k 40.16
 View chart
Costco Wholesale Corporation (COST) 0.1 $2.9M +155% 6.2k 472.31
 View chart
Pfizer (PFE) 0.1 $2.9M +172% 66k 43.76
 View chart
Merck & Co (MRK) 0.1 $2.9M +229% 34k 86.13
 View chart
Wal-Mart Stores (WMT) 0.1 $2.9M +128% 22k 129.70
 View chart
Invesco FTSE RAFI US 1000 ETF Etf (PRF) 0.1 $2.9M +41% 21k 138.73
 View chart
iShares MSCI ACWI ex US ETF Etf (ACWX) 0.1 $2.9M +141% 72k 40.00
 View chart
Vanguard Large Cap Index Fund Etf (VV) 0.1 $2.8M +168% 17k 163.59
 View chart
Global X MLP ETF Etf (MLPA) 0.1 $2.8M +89% 72k 39.44
 View chart
Invesco S&P 500 Top 50 ETF Etf (XLG) 0.1 $2.8M +351% 11k 269.13
 View chart
Texas Instruments Incorporated (TXN) 0.1 $2.8M +295% 18k 154.77
 View chart
Nextera Energy (NEE) 0.1 $2.8M +221% 36k 78.42
 View chart
Vanguard Financials Index Fund Etf (VFH) 0.1 $2.8M -28% 38k 74.45
 View chart
Coca-Cola Company (KO) 0.1 $2.8M +190% 50k 56.02
 View chart
Fidelity MSCI Industrials ETF Etf (FIDU) 0.1 $2.8M -7% 64k 43.68
 View chart
Bristol Myers Squibb (BMY) 0.1 $2.7M +187% 39k 71.09
 View chart
Xtrackers MSCI Japan Hedged Eq Etf (DBJP) 0.1 $2.7M -2% 58k 47.06
 View chart
Wells Fargo & Company (WFC) 0.1 $2.7M +509% 67k 40.22
 View chart
McDonald's Corporation (MCD) 0.1 $2.6M +183% 11k 230.78
 View chart
NVIDIA Corporation (NVDA) 0.1 $2.6M +163% 21k 121.40
 View chart
Fidelity MSCI Health Care ETF Etf (FHLC) 0.1 $2.6M -9% 45k 57.65
 View chart
Lowe's Companies (LOW) 0.1 $2.6M +249% 14k 187.82
 View chart
Walt Disney Company (DIS) 0.1 $2.6M +197% 27k 94.36
 View chart
iShares Russell Mid-Cap ETF Etf (IWR) 0.1 $2.5M +169% 41k 62.15
 View chart
WisdomTree US Total Dividend F Etf (DTD) 0.1 $2.5M +44% 46k 54.28
 View chart
Danaher Corporation (DHR) 0.1 $2.4M +123% 9.1k 258.25
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $2.3M +79% 22k 104.47
 View chart
IQ Hedge Multi-Strategy Tracke Etf (QAI) 0.1 $2.3M +100% 84k 27.74
 View chart
iShares Core MSCI Europe ETF Etf (IEUR) 0.1 $2.3M -39% 58k 39.54
 View chart
JPMorgan Diversified Return US Etf (JPUS) 0.1 $2.3M +26% 27k 85.49
 View chart
Linde 0.1 $2.2M +242% 8.3k 269.59
 View chart
ConocoPhillips (COP) 0.1 $2.2M +372% 22k 102.36
 View chart
Abbott Laboratories (ABT) 0.1 $2.2M +79% 23k 96.78
 View chart
Schwab Emerging Markets Equity Etf (SCHE) 0.1 $2.1M -74% 96k 22.39
 View chart
Cisco Systems (CSCO) 0.1 $2.1M +248% 53k 40.00
 View chart
iShares S&P Small-Cap 600 Valu Etf (IJS) 0.1 $2.1M -95% 26k 82.48
 View chart
Fidelity MSCI Energy ETF Etf (FENY) 0.1 $2.0M 103k 19.86
 View chart
JPMorgan US Quality Factor ETF Etf (JQUA) 0.1 $2.0M +8% 58k 35.04
 View chart
Vanguard Mid-Cap Index Fund Etf (VO) 0.1 $2.0M +53% 11k 187.96
 View chart
iShares Currency Hedged MSCI E Etf (HEFA) 0.1 $2.0M -71% 68k 29.89
 View chart
Broadcom (AVGO) 0.1 $2.0M +137% 4.5k 443.98
 View chart
Raytheon Technologies Corp (RTX) 0.1 $2.0M +143% 24k 81.89
 View chart
Honeywell International (HON) 0.1 $2.0M +149% 12k 166.98
 View chart
iShares Russell 2000 Value ETF Etf (IWN) 0.1 $2.0M +51% 15k 128.97
 View chart
Philip Morris International (PM) 0.1 $1.9M +60% 23k 83.02
 View chart
SPDR S&P MIDCAP 400 ETF Trust Etf (MDY) 0.1 $1.9M +200% 4.8k 401.70
 View chart
WisdomTree US Earnings 500 Fun Etf (EPS) 0.1 $1.9M +35% 50k 38.40
 View chart
CVS Caremark Corporation (CVS) 0.1 $1.9M +355% 20k 95.37
 View chart
Accenture (ACN) 0.1 $1.9M +83% 7.3k 257.34
 View chart
iShares MSCI China ETF Etf (MCHI) 0.1 $1.9M +22% 44k 42.54
 View chart
Morgan Stanley (MS) 0.1 $1.8M +312% 23k 79.03
 View chart
JPMorgan BetaBuilders US Mid C Etf (BBMC) 0.0 $1.8M -11% 26k 67.78
 View chart
iShares Russell 3000 ETF Etf (IWV) 0.0 $1.8M -21% 8.6k 207.15
 View chart
Charles Schwab Corporation (SCHW) 0.0 $1.8M +223% 25k 71.86
 View chart
Materials Select Sector SPDR F Etf (XLB) 0.0 $1.7M -19% 26k 68.01
 View chart
Intuit (INTU) 0.0 $1.7M +186% 4.5k 387.36
 View chart
WisdomTree US LargeCap Dividen Etf (DLN) 0.0 $1.7M +38% 31k 55.28
 View chart
iShares Russell Mid-Cap Growth Etf (IWP) 0.0 $1.7M +28% 22k 78.45
 View chart
Deere & Company (DE) 0.0 $1.7M +238% 5.0k 333.87
 View chart
Verizon Communications (VZ) 0.0 $1.6M +139% 42k 37.99
 View chart
Fidelity MSCI Real Estate ETF Etf (FREL) 0.0 $1.6M +92% 67k 23.93
 View chart
Fidelity MSCI Communication Se Etf (FCOM) 0.0 $1.6M -4% 50k 31.29
 View chart
Vanguard Mid-Cap Value Index F Etf (VOE) 0.0 $1.5M +62% 13k 121.83
 View chart
Vanguard Energy Index Fund Etf (VDE) 0.0 $1.5M 15k 101.59
 View chart
United Bankshares (UBSI) 0.0 $1.5M 42k 35.76
 View chart
iShares MSCI USA Multifactor E Etf (LRGF) 0.0 $1.5M +105% 42k 36.23
 View chart
Netflix (NFLX) 0.0 $1.5M +230% 6.4k 235.47
 View chart
iShares MSCI Canada ETF Etf (EWC) 0.0 $1.5M +103% 49k 30.76
 View chart
Vanguard Total Intl Stock Idx Etf (VXUS) 0.0 $1.5M -50% 32k 45.76
 View chart
Starbucks Corporation (SBUX) 0.0 $1.5M +222% 18k 84.27
 View chart
iShares International Dividend Etf (IGRO) 0.0 $1.5M +646% 29k 50.66
 View chart
Metropcs Communications (TMUS) 0.0 $1.4M +286% 11k 134.22
 View chart
iShares MSCI United Kingdom ET Etf (EWU) 0.0 $1.4M -35% 55k 26.20
 View chart
Vanguard Mega Cap Index Fund Etf (MGC) 0.0 $1.4M NEW 11k 124.83
 View chart
Automatic Data Processing (ADP) 0.0 $1.3M +89% 5.9k 226.16
 View chart
JPMorgan BetaBuilders Europe E Etf (BBEU) 0.0 $1.3M +8% 33k 40.32
 View chart
Zoetis Inc Cl A (ZTS) 0.0 $1.3M +58% 8.8k 148.26
 View chart
Mondelez Int (MDLZ) 0.0 $1.3M +96% 24k 54.81
 View chart
salesforce (CRM) 0.0 $1.3M +169% 9.0k 143.91
 View chart
WisdomTree EmMkts ex-Stt-Ownd Etf (XSOE) 0.0 $1.3M +19% 52k 24.60
 View chart
Paypal Holdings (PYPL) 0.0 $1.3M +266% 15k 86.11
 View chart
Intuitive Surgical (ISRG) 0.0 $1.3M +377% 6.7k 187.44
 View chart
Union Pacific Corporation (UNP) 0.0 $1.3M +119% 6.5k 194.93
 View chart
WisdomTree International Equit Etf (DWM) 0.0 $1.3M +51% 31k 40.15
 View chart
Analog Devices (ADI) 0.0 $1.3M +323% 9.0k 139.36
 View chart
Regeneron Pharmaceuticals (REGN) 0.0 $1.2M NEW 1.8k 688.85
 View chart
Global Payments (GPN) 0.0 $1.2M +12% 12k 108.06
 View chart
Progressive Corporation (PGR) 0.0 $1.2M +298% 10k 116.17
 View chart
Qualcomm (QCOM) 0.0 $1.2M +144% 11k 113.03
 View chart
Chubb (CB) 0.0 $1.2M +152% 6.6k 181.98
 View chart
iShares Russell 2500 ETF Etf (SMMD) 0.0 $1.2M 24k 49.78
 View chart
iShares Russell Mid-Cap Value Etf (IWS) 0.0 $1.2M +55% 13k 96.10
 View chart
Vanguard Materials Index Fund Etf (VAW) 0.0 $1.2M -9% 8.1k 148.39
 View chart
American Tower Corp Ret (AMT) 0.0 $1.2M +186% 5.5k 214.73
 View chart
Anthem (ELV) 0.0 $1.2M +140% 2.6k 454.55
 View chart
United Parcel Service (UPS) 0.0 $1.2M +118% 7.2k 161.51
 View chart
JPMorgan US Momentum Factor ET Etf (JMOM) 0.0 $1.2M +54% 33k 35.18
 View chart
Vanguard Mega Cap Growth Index Etf (MGK) 0.0 $1.1M +41% 6.6k 174.31
 View chart
American Water Works (AWK) 0.0 $1.1M +35% 8.7k 130.13
 View chart
Vanguard Utilities Index Fund Etf (VPU) 0.0 $1.1M +2% 7.9k 142.24
 View chart
American Express Company (AXP) 0.0 $1.1M +269% 8.2k 134.88
 View chart
Illinois Tool Works (ITW) 0.0 $1.1M +283% 6.1k 180.68
 View chart
Lockheed Martin Corporation (LMT) 0.0 $1.1M +251% 2.8k 386.22
 View chart
TJX Companies (TJX) 0.0 $1.1M +204% 18k 62.13
 View chart
Nike (NKE) 0.0 $1.1M +96% 13k 83.12
 View chart
WisdomTree U.S. Multifactor Fu Etf (USMF) 0.0 $1.1M +30% 31k 34.17
 View chart
Fidelity MSCI Materials ETF Etf (FMAT) 0.0 $1.1M +31% 28k 38.01
 View chart

Past Filings by 55i

SEC 13F filings are viewable for 55i going back to 2019