Advisors Capital Management

Latest statistics and disclosures from Advisors Capital Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Advisors Capital Management

Advisors Capital Management holds 464 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.4 $238M +10% 566k 420.72
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Broadcom (AVGO) 3.6 $195M -3% 147k 1325.41
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Apple (AAPL) 3.2 $176M +4% 1.0M 171.48
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Blackstone Group Inc Com Cl A (BX) 1.8 $98M -3% 747k 131.37
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Abbvie (ABBV) 1.8 $96M +4% 526k 182.10
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JPMorgan Chase & Co. (JPM) 1.6 $87M +8% 436k 200.30
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Chevron Corporation (CVX) 1.5 $80M +7% 508k 157.74
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Alphabet Cap Stk Cl C (GOOG) 1.4 $78M 510k 152.26
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Amazon (AMZN) 1.4 $75M +4% 416k 180.38
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Qualcomm (QCOM) 1.3 $72M +5% 427k 169.30
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $69M +34% 164k 420.52
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Trane Technologies SHS (TT) 1.3 $69M +3% 228k 300.20
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Thermo Fisher Scientific (TMO) 1.2 $65M +5% 111k 581.21
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Ares Capital Corporation (ARCC) 1.2 $65M +7% 3.1M 20.82
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International Business Machines (IBM) 1.2 $64M 335k 190.96
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Philip Morris International (PM) 1.1 $59M +7% 640k 91.62
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TJX Companies (TJX) 1.1 $58M +3% 572k 101.42
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NVIDIA Corporation (NVDA) 1.0 $57M +44% 63k 903.57
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $56M +22% 107k 525.73
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Texas Instruments Incorporated (TXN) 1.0 $55M +185% 316k 174.21
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Honeywell International (HON) 1.0 $55M +6% 267k 205.25
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Medtronic SHS (MDT) 1.0 $53M +27% 613k 87.15
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $53M +4% 352k 150.93
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Visa Com Cl A (V) 1.0 $53M +7% 190k 279.08
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Palo Alto Networks (PANW) 0.9 $51M -5% 178k 284.13
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Walt Disney Company (DIS) 0.9 $49M +21% 400k 122.36
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Johnson & Johnson (JNJ) 0.9 $49M 309k 158.19
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Williams-Sonoma (WSM) 0.9 $48M -3% 152k 317.53
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Kinder Morgan (KMI) 0.9 $48M +3% 2.6M 18.34
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Oneok (OKE) 0.8 $46M -8% 568k 80.17
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McDonald's Corporation (MCD) 0.8 $44M +4% 157k 281.95
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Citigroup Com New (C) 0.8 $44M +36% 699k 63.24
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Cisco Systems (CSCO) 0.8 $44M +6% 875k 49.91
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Home Depot (HD) 0.8 $43M +3% 113k 383.60
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Timken Company (TKR) 0.8 $43M +7% 494k 87.43
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UnitedHealth (UNH) 0.8 $43M +5% 87k 494.70
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Wells Fargo & Company (WFC) 0.8 $43M 741k 57.96
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Zoetis Cl A (ZTS) 0.8 $43M +99% 253k 169.21
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $42M +2% 121k 346.61
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.7 $41M +3% 2.2M 18.25
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Pfizer (PFE) 0.7 $39M +8% 1.4M 27.75
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Mastercard Incorporated Cl A (MA) 0.7 $39M +4% 80k 481.57
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Eaton Corp SHS (ETN) 0.7 $37M +3% 117k 312.68
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Raytheon Technologies Corp (RTX) 0.7 $36M +5% 369k 97.53
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $36M -9% 263k 136.05
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Vanguard Index Fds Value Etf (VTV) 0.6 $35M 217k 162.86
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $35M +3% 823k 42.55
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $35M +3% 1.4M 25.22
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Lockheed Martin Corporation (LMT) 0.6 $34M +8% 75k 454.87
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Wp Carey (WPC) 0.6 $34M +28% 603k 56.44
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Unilever Spon Adr New (UL) 0.6 $33M +8% 658k 50.19
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Duke Energy Corp Com New (DUK) 0.6 $33M +9% 341k 96.71
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Target Corporation (TGT) 0.6 $32M +9% 183k 177.21
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Gxo Logistics Incorporated Common Stock (GXO) 0.6 $32M 601k 53.76
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M&T Bank Corporation (MTB) 0.6 $31M +7% 215k 145.55
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CVS Caremark Corporation (CVS) 0.6 $31M +2% 385k 79.76
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Dow (DOW) 0.5 $30M +3% 515k 57.93
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Quest Diagnostics Incorporated (DGX) 0.5 $29M -3% 219k 133.11
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Williams Companies (WMB) 0.5 $29M +18% 742k 38.97
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Fidelity National Information Services (FIS) 0.5 $29M +21% 388k 74.18
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Costco Wholesale Corporation (COST) 0.5 $28M +16% 39k 732.65
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $28M +2% 300k 93.05
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Aon Shs Cl A (AON) 0.5 $28M +3% 82k 333.72
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Abbott Laboratories (ABT) 0.5 $27M 236k 113.66
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Sabra Health Care REIT (SBRA) 0.5 $27M +4% 1.8M 14.77
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BlackRock (BLK) 0.5 $26M +4% 31k 833.72
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Oracle Corporation (ORCL) 0.5 $26M +8% 208k 125.61
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Caterpillar (CAT) 0.5 $25M +2% 69k 366.44
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $25M -37% 766k 32.69
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United Rentals (URI) 0.5 $25M -2% 35k 721.11
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Smucker J M Com New (SJM) 0.5 $25M +12% 197k 125.87
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Deere & Company (DE) 0.5 $25M +5% 60k 410.74
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Rithm Capital Corp Com New (RITM) 0.4 $25M 2.2M 11.16
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Vanguard Index Fds Growth Etf (VUG) 0.4 $25M +20% 71k 344.20
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Prologis (PLD) 0.4 $24M +4% 186k 130.20
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Starwood Property Trust (STWD) 0.4 $24M +4% 1.2M 20.33
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $24M -69% 239k 100.71
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Te Connectivity SHS (TEL) 0.4 $22M +11% 154k 145.24
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Omega Healthcare Investors (OHI) 0.4 $22M 688k 31.67
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.4 $22M +5% 914k 23.77
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $22M +8% 269k 80.51
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Cme (CME) 0.4 $21M +20% 99k 215.29
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $21M +25% 320k 64.15
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Simon Property (SPG) 0.4 $20M -2% 129k 156.49
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Nextera Energy (NEE) 0.4 $20M 315k 63.91
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $20M +18% 38k 522.88
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Atlantica Sustainable Infr P SHS (AY) 0.4 $20M +14% 1.1M 18.48
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Pool Corporation (POOL) 0.4 $20M +6% 49k 403.51
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Toronto Dominion Bk Ont Com New (TD) 0.4 $19M +41% 320k 60.38
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.4 $19M +104% 782k 24.57
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Outfront Media (OUT) 0.3 $19M 1.1M 16.79
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Metropcs Communications (TMUS) 0.3 $19M +114% 115k 163.22
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Pepsi (PEP) 0.3 $19M +295% 106k 175.01
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Travel Leisure Ord (TNL) 0.3 $18M 377k 48.96
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Kinetik Holdings Com New Cl A (KNTK) 0.3 $18M NEW 453k 39.87
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.3 $18M NEW 347k 51.51
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Ross Stores (ROST) 0.3 $17M 118k 146.76
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Kenvue (KVUE) 0.3 $17M +10% 803k 21.46
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Hercules Technology Growth Capital (HTGC) 0.3 $17M 928k 18.45
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Nextera Energy Partners Com Unit Part In (NEP) 0.3 $17M NEW 563k 30.08
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Truist Financial Corp equities (TFC) 0.3 $17M +12% 428k 38.98
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Vornado Rlty Tr Sh Ben Int (VNO) 0.3 $16M -2% 558k 28.77
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Adobe Systems Incorporated (ADBE) 0.3 $16M +14% 32k 504.59
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Fifth Third Ban (FITB) 0.3 $16M 428k 37.21
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Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $16M +7% 696k 22.82
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Blackstone Secd Lending Common Stock (BXSL) 0.3 $16M 497k 31.15
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $15M -37% 615k 24.91
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Wal-Mart Stores (WMT) 0.3 $15M +148% 249k 60.17
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Whirlpool Corporation (WHR) 0.3 $15M +20% 125k 119.63
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Lincoln National Corporation (LNC) 0.3 $15M 468k 31.93
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Amgen (AMGN) 0.3 $15M +1096% 52k 284.32
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Casey's General Stores (CASY) 0.3 $15M 45k 318.45
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $14M NEW 669k 21.40
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General Mills (GIS) 0.3 $14M +16% 202k 69.97
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Blackstone Mtg Tr Com Cl A (BXMT) 0.3 $14M +16% 692k 19.91
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LTC Properties (LTC) 0.3 $14M +11% 424k 32.51
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Steris Shs Usd (STE) 0.3 $14M -13% 61k 224.82
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Equitrans Midstream Corp (ETRN) 0.3 $14M +243% 1.1M 12.49
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Sixth Street Specialty Lending (TSLX) 0.2 $14M 628k 21.43
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $13M +5% 265k 50.17
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MetLife (MET) 0.2 $13M -5% 174k 74.11
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Ftai Aviation SHS (FTAI) 0.2 $13M -7% 192k 67.30
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Ladder Cap Corp Cl A (LADR) 0.2 $13M -14% 1.1M 11.13
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Exxon Mobil Corporation (XOM) 0.2 $13M +52% 108k 116.25
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Clearway Energy Cl A (CWEN.A) 0.2 $13M +4% 583k 21.51
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Altria (MO) 0.2 $12M 279k 43.62
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Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $12M -38% 505k 23.80
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Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $12M NEW 236k 50.77
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $11M NEW 542k 20.49
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Zebra Technologies Corporati Cl A (ZBRA) 0.2 $11M +110% 36k 301.48
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Procore Technologies (PCOR) 0.2 $11M +11% 130k 82.17
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Servicenow (NOW) 0.2 $10M 14k 762.45
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Bentley Sys Com Cl B (BSY) 0.2 $10M +8% 200k 52.22
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Goldman Sachs Bdc SHS (GSBD) 0.2 $10M +6% 689k 14.98
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Agilent Technologies Inc C ommon (A) 0.2 $10M 69k 145.51
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Danaher Corporation (DHR) 0.2 $10M -64% 40k 249.72
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Merck & Co (MRK) 0.2 $10M +8% 76k 131.96
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Verizon Communications (VZ) 0.2 $9.4M +15% 224k 41.96
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $9.4M +4% 467k 20.07
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Advanced Micro Devices (AMD) 0.2 $9.4M 52k 180.49
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McKesson Corporation (MCK) 0.2 $9.3M +4% 17k 536.90
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Constellation Energy (CEG) 0.2 $9.2M -13% 50k 184.86
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Allegion Ord Shs (ALLE) 0.2 $9.1M +2% 68k 134.71
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Phillips 66 (PSX) 0.2 $9.1M +2% 56k 163.33
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Bristol Myers Squibb (BMY) 0.2 $8.9M +18% 164k 54.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $8.8M -82% 17k 523.07
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $8.8M +29% 48k 182.69
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Emerson Electric (EMR) 0.2 $8.6M +37% 76k 113.41
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Stevanato Group S P A Ord Shs (STVN) 0.2 $8.6M +4% 269k 32.10
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Constellation Brands Cl A (STZ) 0.2 $8.6M -48% 32k 271.77
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Old Dominion Freight Line (ODFL) 0.2 $8.4M +99% 38k 219.32
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Bruker Corporation (BRKR) 0.2 $8.3M 89k 93.95
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Watsco, Incorporated (WSO) 0.1 $8.1M +4% 19k 431.99
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $7.7M +473% 128k 60.74
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $7.5M -10% 477k 15.73
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RBC Bearings Incorporated (RBC) 0.1 $7.4M +12% 27k 270.35
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Agnico (AEM) 0.1 $7.1M 118k 59.65
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $7.0M 69k 100.88
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Charles Schwab Corporation (SCHW) 0.1 $6.7M +2% 92k 72.34
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $6.5M NEW 357k 18.30
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Pjt Partners Com Cl A (PJT) 0.1 $6.5M +10% 69k 94.26
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Owens Corning (OC) 0.1 $6.5M +9% 39k 166.81
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Relx Sponsored Adr (RELX) 0.1 $6.4M 147k 43.29
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Vanguard World Inf Tech Etf (VGT) 0.1 $6.4M 12k 524.40
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Brookfield Renewable Partner Partnership Unit (BEP) 0.1 $6.2M +22% 267k 23.23
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Coastal Finl Corp Wa Com New (CCB) 0.1 $6.1M +9% 158k 38.87
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $6.1M +35% 124k 49.24
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Lennar Corp Cl A (LEN) 0.1 $6.1M -2% 35k 171.99
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L3harris Technologies (LHX) 0.1 $6.0M +9% 28k 213.10
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AutoZone (AZO) 0.1 $5.9M 1.9k 3152.58
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Main Street Capital Corporation (MAIN) 0.1 $5.9M 124k 47.31
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $5.9M -7% 141k 41.56
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $5.7M -14% 14k 418.04
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Linde SHS (LIN) 0.1 $5.7M 12k 464.35
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Eli Lilly & Co. (LLY) 0.1 $5.7M +22% 7.3k 777.99
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MGIC Investment (MTG) 0.1 $5.5M -6% 246k 22.36
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Golub Capital BDC (GBDC) 0.1 $5.5M 329k 16.63
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Stryker Corporation (SYK) 0.1 $5.4M 15k 357.87
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Msci (MSCI) 0.1 $5.2M +3% 9.4k 560.47
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $5.2M -10% 21k 249.87
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.1M 63k 80.64
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Sherwin-Williams Company (SHW) 0.1 $5.0M -9% 14k 347.34
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Netflix (NFLX) 0.1 $4.9M +2% 8.1k 607.31
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $4.9M -10% 126k 39.02
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Nucor Corporation (NUE) 0.1 $4.7M +84% 24k 197.92
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Sfl Corporation SHS (SFL) 0.1 $4.7M 359k 13.18
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Veralto Corp Com Shs (VLTO) 0.1 $4.7M +5% 53k 88.66
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Avantor (AVTR) 0.1 $4.6M +5% 182k 25.57
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Guidewire Software (GWRE) 0.1 $4.6M +14% 39k 116.71
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $4.6M -29% 9.5k 480.74
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Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $4.4M 239k 18.38
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Catalent (CTLT) 0.1 $4.3M +8% 77k 56.45
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Tradeweb Mkts Cl A (TW) 0.1 $4.3M NEW 41k 104.18
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Jones Lang LaSalle Incorporated (JLL) 0.1 $4.3M +8% 22k 195.08
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Automatic Data Processing (ADP) 0.1 $4.2M -3% 17k 249.76
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Oaktree Specialty Lending Corp (OCSL) 0.1 $4.2M 212k 19.66
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $4.2M -11% 22k 191.90
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Ishares Tr Core Divid Etf (DIVB) 0.1 $4.1M -10% 93k 44.50
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Core Labs Nv (CLB) 0.1 $4.0M +3% 234k 17.08
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Procter & Gamble Company (PG) 0.1 $3.9M +27% 24k 162.24
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Ball Corporation (BALL) 0.1 $3.9M -14% 57k 67.36
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.8M +7% 32k 121.00
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Meta Platforms Cl A (META) 0.1 $3.8M +20% 7.8k 485.64
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Novartis Sponsored Adr (NVS) 0.1 $3.8M +4% 39k 96.74
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First American Financial (FAF) 0.1 $3.7M +10% 61k 61.05
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $3.7M -31% 73k 50.45
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Virtu Finl Cl A (VIRT) 0.1 $3.7M +3% 179k 20.52
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Snowflake Cl A (SNOW) 0.1 $3.6M NEW 22k 161.59
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.6M +8% 8.1k 443.99
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Lam Research Corporation (LRCX) 0.1 $3.5M -34% 3.6k 971.75
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Firstservice Corp (FSV) 0.1 $3.5M +13% 21k 165.83
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FTI Consulting (FCN) 0.1 $3.4M +9% 16k 210.29
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BorgWarner (BWA) 0.1 $3.4M -18% 97k 34.73
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Atlanta Braves Hldgs Com Ser C (BATRK) 0.1 $3.3M +11% 84k 39.07
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Evercore Class A (EVR) 0.1 $3.2M +9% 17k 192.60
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Kimco Realty Corporation (KIM) 0.1 $3.2M -3% 163k 19.61
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $3.2M 5.00 634400.00
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O'reilly Automotive (ORLY) 0.1 $3.1M 2.8k 1129.42
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Castle Biosciences (CSTL) 0.1 $3.1M +15% 141k 22.15
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Blackline (BL) 0.1 $3.0M +5% 47k 64.58
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Vanguard World Health Car Etf (VHT) 0.1 $3.0M +3% 11k 270.56
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Comcast Corp Cl A (CMCSA) 0.1 $2.9M 67k 43.35
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PNC Financial Services (PNC) 0.1 $2.8M +11% 18k 161.63
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Appfolio Com Cl A (APPF) 0.1 $2.8M +5% 11k 246.76
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Marriott Intl Cl A (MAR) 0.1 $2.8M 11k 252.38
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Vanguard World Financials Etf (VFH) 0.1 $2.8M +2% 27k 102.39
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Hess (HES) 0.1 $2.8M 18k 152.67
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Bank of America Corporation (BAC) 0.1 $2.7M -4% 72k 37.91
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $2.7M -8% 10k 259.94
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Kla Corp Com New (KLAC) 0.0 $2.7M -6% 3.8k 698.67
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Vanguard World Consum Dis Etf (VCR) 0.0 $2.7M +5% 8.4k 317.77
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Utz Brands Com Cl A (UTZ) 0.0 $2.6M -79% 139k 18.44
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Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.0 $2.5M 32k 79.08
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Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $2.5M -7% 45k 56.19
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Pinnacle Financial Partners (PNFP) 0.0 $2.5M +7% 29k 85.89
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Coca-Cola Company (KO) 0.0 $2.4M +197% 40k 61.19
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $2.4M -76% 32k 73.14
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Donaldson Company (DCI) 0.0 $2.4M +10% 32k 74.67
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Vanguard World Comm Srvc Etf (VOX) 0.0 $2.3M 18k 131.25
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Starbucks Corporation (SBUX) 0.0 $2.3M -5% 26k 91.39
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $2.3M 28k 84.45
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Ncino (NCNO) 0.0 $2.3M +11% 62k 37.39
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Tesla Motors (TSLA) 0.0 $2.3M -58% 13k 175.77
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Verisk Analytics (VRSK) 0.0 $2.3M -4% 9.6k 235.75
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Biontech Se Sponsored Ads (BNTX) 0.0 $2.3M +8% 25k 92.27
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United Parcel Service CL B (UPS) 0.0 $2.2M 15k 148.61
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Union Pacific Corporation (UNP) 0.0 $2.1M -4% 8.7k 245.93
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $2.1M -11% 12k 182.66
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AtriCure (ATRC) 0.0 $2.1M +6% 68k 30.41
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Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $2.0M +6% 11k 184.54
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Vanguard World Industrial Etf (VIS) 0.0 $1.9M 8.0k 244.16
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Microchip Technology (MCHP) 0.0 $1.9M -66% 21k 89.71
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.8M -12% 25k 74.23
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Applied Materials (AMAT) 0.0 $1.8M 8.8k 206.20
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.8M +3% 5.2k 337.02
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.8M 6.7k 260.80
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West Pharmaceutical Services (WST) 0.0 $1.7M NEW 4.3k 395.89
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.7M +6% 9.0k 186.80
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $1.6M +9% 51k 31.96
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.6M 14k 114.11
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Hershey Company (HSY) 0.0 $1.6M NEW 8.0k 194.54
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Lowe's Companies (LOW) 0.0 $1.5M +5% 6.1k 254.82
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Regeneron Pharmaceuticals (REGN) 0.0 $1.5M 1.6k 963.17
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Southern Company (SO) 0.0 $1.5M -3% 21k 71.75
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.5M -5% 14k 103.77
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Fox Factory Hldg (FOXF) 0.0 $1.5M +6% 28k 52.06
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Discover Financial Services (DFS) 0.0 $1.4M -27% 11k 131.07
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Sl Green Realty Corp (SLG) 0.0 $1.4M -7% 25k 55.12
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Brown Forman Corp Cl A (BF.A) 0.0 $1.3M 25k 52.96
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salesforce (CRM) 0.0 $1.3M +15% 4.3k 301.08
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Vanguard World Consum Stp Etf (VDC) 0.0 $1.3M +6% 6.3k 204.15
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Gilead Sciences (GILD) 0.0 $1.3M +30% 17k 73.24
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Select Sector Spdr Tr Financial (XLF) 0.0 $1.2M +6% 29k 42.13
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Novo-nordisk A S Adr (NVO) 0.0 $1.2M 9.5k 128.42
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Mondelez Intl Cl A (MDLZ) 0.0 $1.2M -74% 17k 69.98
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Global X Fds Us Pfd Etf (PFFD) 0.0 $1.2M +5% 59k 20.16
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Hca Holdings (HCA) 0.0 $1.2M -3% 3.5k 333.52
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.2M 4.8k 239.78
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PennantPark Investment (PNNT) 0.0 $1.1M -8% 164k 6.88
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.1M -9% 13k 86.48
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.1M +21% 3.9k 288.12
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Park National Corporation (PRK) 0.0 $1.1M NEW 8.2k 135.83
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $1.1M +6% 25k 44.47
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Intuit (INTU) 0.0 $1.1M +2% 1.6k 650.46
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Parker-Hannifin Corporation (PH) 0.0 $1.1M +18% 1.9k 555.91
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.1M -20% 9.1k 115.25
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Marathon Petroleum Corp (MPC) 0.0 $1.1M +90% 5.2k 201.53
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Equifax (EFX) 0.0 $1.0M 3.9k 267.51
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Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) 0.0 $1.0M -5% 42k 24.48
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American Express Company (AXP) 0.0 $1.0M +6% 4.5k 227.82
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Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.0 $1.0M +5% 14k 70.81
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.0M 5.6k 179.15
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Progressive Corporation (PGR) 0.0 $998k +281% 4.8k 206.88
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $992k 8.6k 115.79
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $988k +28% 12k 84.13
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Lancaster Colony (LANC) 0.0 $978k 4.7k 207.60
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $976k +17% 9.4k 103.85
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $934k +204% 14k 66.27
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $919k 18k 50.08
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Nike CL B (NKE) 0.0 $911k -12% 9.7k 94.00
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $894k -16% 5.1k 175.33
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Willscot Mobil Mini Hldng Com Cl A (WSC) 0.0 $887k 19k 46.49
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The Trade Desk Com Cl A (TTD) 0.0 $885k NEW 10k 87.38
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Ubs Group SHS (UBS) 0.0 $877k +3% 29k 30.71
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Waste Management (WM) 0.0 $845k +12% 4.0k 213.17
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Insulet Corporation (PODD) 0.0 $826k 4.8k 171.30
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Broadstone Net Lease (BNL) 0.0 $795k 51k 15.67
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Chubb (CB) 0.0 $785k +2% 3.0k 259.08
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Public Service Enterprise (PEG) 0.0 $774k -3% 12k 66.81
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $771k -10% 19k 40.93
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Boeing Company (BA) 0.0 $769k +10% 4.0k 193.02
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Anthem (ELV) 0.0 $766k 1.5k 518.97
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $764k -45% 3.3k 228.74
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Intel Corporation (INTC) 0.0 $763k +55% 17k 44.15
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W.W. Grainger (GWW) 0.0 $739k -2% 726.00 1017.91
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $736k +37% 3.5k 210.41
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Arthur J. Gallagher & Co. (AJG) 0.0 $726k -4% 2.9k 249.91
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ConocoPhillips (COP) 0.0 $723k 5.7k 127.27
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Veeva Sys Cl A Com (VEEV) 0.0 $683k 2.9k 231.76
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Republic Services (RSG) 0.0 $676k -5% 3.5k 191.50
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Northrop Grumman Corporation (NOC) 0.0 $671k -16% 1.4k 478.60
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Spdr Gold Tr Gold Shs (GLD) 0.0 $669k +73% 3.3k 205.72
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $664k +95% 15k 43.99
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Vanguard World Energy Etf (VDE) 0.0 $664k -3% 5.0k 131.80
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Select Sector Spdr Tr Energy (XLE) 0.0 $658k -7% 7.0k 94.46
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $648k -11% 16k 41.78
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $639k -13% 7.6k 83.65
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Tractor Supply Company (TSCO) 0.0 $634k -5% 2.4k 261.66
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Fiserv (FI) 0.0 $632k +42% 4.0k 159.92
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Paypal Holdings (PYPL) 0.0 $632k -15% 9.4k 66.97
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $628k +3% 16k 39.80
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Cintas Corporation (CTAS) 0.0 $622k -3% 905.00 687.29
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Marvell Technology (MRVL) 0.0 $618k -6% 8.7k 70.89
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Nxp Semiconductors N V (NXPI) 0.0 $615k -15% 2.5k 247.68
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $611k 1.1k 556.47
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Rockwell Automation (ROK) 0.0 $610k -2% 2.1k 291.59
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Domino's Pizza (DPZ) 0.0 $600k NEW 1.2k 497.10
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S&p Global (SPGI) 0.0 $597k -83% 1.4k 425.82
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Public Storage (PSA) 0.0 $595k NEW 2.1k 290.24
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $587k +10% 605.00 970.25
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Astrazeneca Sponsored Adr (AZN) 0.0 $586k +5% 8.6k 67.76
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Analog Devices (ADI) 0.0 $575k +9% 2.9k 197.66
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Ishares Tr Cybersecurity (IHAK) 0.0 $565k 12k 46.83
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Nasdaq Omx (NDAQ) 0.0 $562k -8% 8.9k 63.12
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Vanguard World Materials Etf (VAW) 0.0 $561k -8% 2.7k 204.30
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $557k -92% 3.4k 164.31
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American Water Works (AWK) 0.0 $554k 4.5k 122.30
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Synopsys (SNPS) 0.0 $547k +2% 956.00 572.18
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FedEx Corporation (FDX) 0.0 $543k -75% 1.9k 289.91
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Brown Forman Corp CL B (BF.B) 0.0 $541k -2% 11k 51.62
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Illinois Tool Works (ITW) 0.0 $534k 2.0k 268.61
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AmerisourceBergen (COR) 0.0 $534k 2.2k 243.06
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Ferrari Nv Ord (RACE) 0.0 $532k 1.2k 436.07
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $532k +10% 3.6k 147.74
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Intuitive Surgical Com New (ISRG) 0.0 $531k +4% 1.3k 398.95
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