American Trust

Latest statistics and disclosures from American Trust's latest quarterly 13F-HR filing:

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Portfolio Holdings for American Trust

American Trust holds 434 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
Vanguard S&p 500 Equities (VOO) 11.6 $167M +3648% 444k 376.07
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Vanguard Intermed Term Bond Etf Equities (BIV) 5.1 $74M +32358% 955k 77.14
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Vanguard Mid Cap Etf Equities (VO) 4.3 $61M +74% 291k 210.92
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Ishares Core Dividend Growth Equities (DGRO) 3.9 $56M -6% 1.1M 49.99
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Vanguard Small Cap Etf Equities (VB) 3.9 $56M +124% 296k 189.56
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Ishares Iboxx $ High Yield Corp Equities (HYG) 3.8 $55M 729k 75.36
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Ishares Core S&p Mid-cap Etf Equities (IJH) 3.4 $50M -2% 198k 250.16
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Vanguard Ftse Developed Markets Equities (VEA) 3.2 $47M +80% 1.0M 45.17
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Ishares Core S&p Total Us Equities (ITOT) 3.2 $46M -14% 604k 75.79
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Schwab Us Large Cap Equities (SCHX) 3.0 $44M -26% 901k 48.62
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Vanguard Dividend Appreciation Equities (VIG) 2.1 $30M +13% 190k 157.57
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Schwab International Equity Etf Equities (SCHF) 2.1 $30M -12% 838k 35.76
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Vanguard Intermediate-term Corp Equities (VCIT) 1.7 $24M +35% 299k 80.65
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Schwab US Aggregate Bond ETF - Equities (SCHZ) 1.5 $22M -13% 468k 47.06
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Vanguard Ftse Emerging Markets Equities (VWO) 1.4 $21M +79% 515k 40.24
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Vanguard Mortgage-backed Secs E Equities (VMBS) 1.4 $21M +33% 441k 46.55
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Vanguard Intermediate Term Gove Equities (VGIT) 1.4 $20M +4% 329k 60.27
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Microsoft Equities (MSFT) 0.9 $14M 47k 288.30
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Vanguard Mega Cap Growth ETF Equities (MGK) 0.9 $14M +4458% 65k 208.13
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Schwab Us Dividend Equity Equities (SCHD) 0.9 $13M +39% 379k 34.05
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Invesco Qqq Trust Equities (QQQ) 0.9 $13M +7% 39k 320.93
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Ishares Barclays Aggregate Bd F Equities (AGG) 0.8 $12M +63% 120k 99.96
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Apple Equities (AAPL) 0.8 $12M -9% 71k 164.90
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Ishares Core S&p 500 Etf Equities (IVV) 0.7 $11M +21% 26k 411.08
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Ishares Edge Msci Usa Quality F Equities (QUAL) 0.7 $10M -15% 82k 122.84
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Unitedhealth Group Equities (UNH) 0.6 $9.3M +8% 20k 472.59
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Ishares 0-3 Month Treasury Bond Equities (SGOV) 0.6 $9.0M NEW 89k 100.58
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Vanguard Intl Div Apprec Etf Equities (VIGI) 0.6 $8.9M 116k 76.14
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Schwab Us Large-cap Growth Etf Equities (SCHG) 0.6 $8.4M +14% 126k 66.07
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Vanguard Information Technology Equities (VGT) 0.5 $7.9M -14% 20k 385.47
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SPDR Portfolio Aggregate Bond E Equities (SPAB) 0.5 $7.8M +223% 19k 412.15
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Linde Equities 0.5 $7.5M NEW 21k 355.44
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Chubb Equities (CB) 0.5 $7.3M -2% 38k 194.18
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Tjx Companies Equities (TJX) 0.5 $7.3M 93k 78.36
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Honeywell International Equities (HON) 0.5 $7.3M +3% 38k 191.12
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Accenture Equities (ACN) 0.5 $7.2M +5% 25k 285.81
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Johnson & Johnson Equities (JNJ) 0.5 $6.8M +9% 44k 155.00
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SPDR S&P 500 Equities (SPY) 0.5 $6.5M +4% 16k 409.40
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Jp Morgan Chase Equities (JPM) 0.4 $6.5M -3% 50k 130.31
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iShares MSCI United Kingdom Ind Equities (EWU) 0.4 $6.4M NEW 109k 58.84
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Pepsi Equities (PEP) 0.4 $6.4M +19% 35k 182.30
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iShares Currency Hedged MSCI EA Equities (HEFA) 0.4 $5.8M -10% 190k 30.25
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Visa Equities (V) 0.4 $5.7M -6% 25k 225.46
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Vanguard Large Cap Etf Equities (VV) 0.4 $5.7M +7% 30k 186.81
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Stryker Corp Equities (SYK) 0.4 $5.6M 20k 285.47
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Marsh & Mclennan Companies Equities (MMC) 0.4 $5.6M 34k 166.55
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Schwab U.s. Broad Market Etf Equities (SCHB) 0.4 $5.6M +40% 116k 48.36
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Schwab Emerging Markets Equity Equities (SCHE) 0.4 $5.6M -8% 229k 24.34
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Nike Equities (NKE) 0.4 $5.5M -2% 45k 122.64
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Ishares Us Infrastructure Etf Equities (IFRA) 0.4 $5.4M -18% 146k 37.32
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Costco Wholesale Corp Equities (COST) 0.4 $5.3M -6% 11k 496.87
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Procter & Gamble Equities (PG) 0.4 $5.2M -3% 35k 148.69
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Amazon.com Equities (AMZN) 0.4 $5.1M +10% 50k 103.29
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Spdr S&p Dividend Etf Equities (SDY) 0.4 $5.1M 41k 123.71
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Deere Equities (DE) 0.3 $4.8M -9% 12k 412.88
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Texas Instruments Equities (TXN) 0.3 $4.8M +25% 26k 186.01
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Taiwan Semiconductor Mfg Equities (TSM) 0.3 $4.7M 51k 93.02
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Vanguard Value Etf Equities (VTV) 0.3 $4.6M +6% 33k 138.11
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American Tower Corp A Equities (AMT) 0.3 $4.6M +41% 22k 204.34
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Spdr Gold Trgold Equities (GLD) 0.3 $4.5M +3% 25k 183.22
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Cummins Equities (CMI) 0.3 $4.5M +2% 19k 238.88
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Ishares Broad Usd High Yld Corp Equities (USHY) 0.3 $4.5M -19% 184k 24.39
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Nextera Energy Equities (NEE) 0.3 $4.4M +12% 58k 77.08
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Comcast Corporation Equities (CMCSA) 0.3 $4.4M +8% 116k 37.91
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Hershey Foods Equities (HSY) 0.3 $4.2M +8% 17k 254.41
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Home Depot Equities (HD) 0.3 $4.2M +22% 14k 295.12
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Kla Corp. Equities (KLAC) 0.3 $4.2M -9% 10k 399.17
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Vanguard Ultra-short Bond Etf Equities (VUSB) 0.3 $4.0M NEW 82k 49.24
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Dollar General Corporation Equities (DG) 0.3 $4.0M +6% 19k 210.46
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Ishares Core S&p Small-cap Etf Equities (IJR) 0.3 $3.9M +4% 40k 96.70
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Thermo Fisher Scientific Equities (TMO) 0.3 $3.9M +13% 6.7k 576.37
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Vanguard Emerging Mrkts Govt Bo Equities (VWOB) 0.3 $3.9M -24% 62k 62.17
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iShares Core Total USD Bond Mar Equities (IUSB) 0.3 $3.9M +12% 83k 46.25
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Target Corp Equities (TGT) 0.3 $3.8M +14% 23k 165.63
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Ishares Inc Germany Equities (EWG) 0.3 $3.7M NEW 124k 29.41
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Vanguard Total International Bo Equities (BNDX) 0.3 $3.6M -24% 74k 48.95
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Mastercard Incorporated Equities (MA) 0.3 $3.6M -13% 10k 363.41
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Spdr Portfolio Europe Etf Equities (SPEU) 0.2 $3.6M NEW 91k 39.65
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Vg Totl Stk Vprs Equities (VTI) 0.2 $3.6M -8% 18k 204.09
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Cintas Corp. Equities (CTAS) 0.2 $3.4M +3% 7.4k 462.68
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Abbott Lab Equities (ABT) 0.2 $3.4M +3% 34k 101.26
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Vanguard Shrt-Term Infl-Prot Se Equities (VTIP) 0.2 $3.4M -52% 71k 47.82
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Walt Disney Equities (DIS) 0.2 $3.3M +12% 34k 100.13
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Blackrock Equities (BLK) 0.2 $3.3M +4% 5.0k 669.12
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First Trust Rising Dividend Ach Equities (RDVY) 0.2 $3.3M NEW 131k 25.35
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Fidelity Msci Real Estate Index Equities (FREL) 0.2 $3.3M -25% 131k 24.91
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Amphenol Corp Equities (APH) 0.2 $3.0M -15% 37k 81.72
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Starbucks Corp Equities (SBUX) 0.2 $3.0M -16% 29k 104.13
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Invesco S&p Smallcap Momentum E Equities (XSMO) 0.2 $2.9M NEW 17k 178.25
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Eog Resources Equities (EOG) 0.2 $2.9M +37% 26k 114.63
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Hunt J B Trans Svcs Equities (JBHT) 0.2 $2.9M -15% 16k 175.46
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Dover Corporation Equities (DOV) 0.2 $2.9M -7% 19k 151.94
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iShares 0-5 Year High Yield Bon Equities (SHYG) 0.2 $2.7M -20% 66k 41.68
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Schwab Corp Equities (SCHW) 0.2 $2.7M +19% 52k 52.38
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iShares Core S&P US Growth ETF Equities (IUSG) 0.2 $2.7M +28% 30k 89.99
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Ishares Msci Australia Index Equities (EWA) 0.2 $2.6M NEW 110k 23.14
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Vaneck Vectors Fallen Angel Hiy Equities (ANGL) 0.2 $2.4M -16% 86k 28.02
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American Express Equities (AXP) 0.2 $2.3M +35% 14k 164.95
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Mcdonalds Equities (MCD) 0.2 $2.3M 8.1k 279.61
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Spdr S&p 500 Growth Etf Equities (SPYG) 0.1 $2.1M 54k 38.17
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Vanguard Total Bond Market Etf Equities (BND) 0.1 $2.0M +10% 28k 73.83
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iShares ESG Aware MSCI EM ETF Equities (ESGE) 0.1 $1.9M NEW 62k 31.02
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Sherwin Williams Equities (SHW) 0.1 $1.8M +11% 8.0k 224.77
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Ecolab Equities (ECL) 0.1 $1.8M 11k 165.53
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Colgate-palmolive Equities (CL) 0.1 $1.8M 24k 75.15
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Danaher Corp Equities (DHR) 0.1 $1.8M 7.1k 252.04
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Ishares S&p Midcap 400 Value In Equities (IJJ) 0.1 $1.8M -20% 17k 102.77
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Vanguard Mid Cap Value Etf Equities (VOE) 0.1 $1.7M -17% 13k 134.99
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Coca-cola Equities (KO) 0.1 $1.7M +61% 27k 62.03
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Vanguard Real Estate Etf Equities (VNQ) 0.1 $1.7M +13% 20k 83.04
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Ishares 3-7 Year Treasury Bd Equities (IEI) 0.1 $1.6M +5% 14k 118.18
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SPDR Portfolio S&P 500 Value ET Equities (SPYV) 0.1 $1.6M +25% 38k 41.43
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Ishares Msci Eafe Index Equities (EFA) 0.1 $1.5M -26% 21k 71.52
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Northrop Grumman Corp. Equities (NOC) 0.1 $1.4M 3.1k 461.72
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Nvidia Corp Equities (NVDA) 0.1 $1.4M 4.9k 277.77
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Shares S&p 500 Pure Growth Port Equities (RPG) 0.1 $1.4M +7% 9.0k 152.39
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Fidelity MSCI Health Care Index Equities (FHLC) 0.1 $1.4M +472% 9.6k 142.30
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Vanguard Total World Stock Inde Equities (VT) 0.1 $1.3M -5% 14k 93.40
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Ishares Morningstar Mid Growth Equities (IMCG) 0.1 $1.3M NEW 21k 60.28
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Vanguard Growth Etf Equities (VUG) 0.1 $1.3M 5.0k 249.42
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Exxon Mobil Equities (XOM) 0.1 $1.3M +2% 11k 109.66
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Schwab Us Mid-cap Etf Equities (SCHM) 0.1 $1.2M 18k 67.85
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Abbvie Equities (ABBV) 0.1 $1.2M 7.5k 159.37
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Spdr Portfolio Developed World Equities (SPDW) 0.1 $1.2M +23% 37k 32.12
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Ishares Core Msci Eafe Etf Equities (IEFA) 0.1 $1.2M -6% 17k 66.85
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Ishares Msci Usa Minimum Volati Equities (USMV) 0.1 $1.1M +63% 15k 73.82
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Alphabet, Inc. Class C Equities (GOOG) 0.1 $1.1M +2% 11k 104.00
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Medtronic Corporation Equities (MDT) 0.1 $1.1M -26% 14k 80.62
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Ishares Barclays Tips Bond Equities (TIP) 0.1 $1.1M +6% 9.7k 110.01
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Agilent Tech Equities (A) 0.1 $1.0M -3% 7.5k 138.34
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Alphabet, Inc. Class A Equities (GOOGL) 0.1 $1.0M 9.8k 103.73
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Synopsys Equities (SNPS) 0.1 $985k 2.6k 386.25
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Everest Re Group Equities (RE) 0.1 $962k +8% 2.7k 358.02
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Merck & Co Equities (MRK) 0.1 $949k -48% 8.9k 106.39
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Avantis U.S. Equity ETF Equities (AVUS) 0.1 $937k 13k 71.04
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Goldman Sachs Acss Invmt Grd Equities (GIGB) 0.1 $936k +78% 21k 45.57
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Airbnb Inc Cl A Equities (ABNB) 0.1 $906k +93% 7.3k 124.40
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Aon Plc Class A Equities (AON) 0.1 $905k -5% 2.9k 315.29
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Mckesson Corp Equities (MCK) 0.1 $905k 2.5k 356.05
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Spdr Portfolio Total Stock Mark Equities (SPTM) 0.1 $898k +52% 31k 29.08
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Ishares Russell Top 200 Growth Equities (IWY) 0.1 $898k 8.5k 106.23
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Spdr Blmbg 1-10 Year Tips Etf Equities 0.1 $894k NEW 47k 18.93
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Ishares Morningstar U.s. Equity Equities (ILCB) 0.1 $880k -17% 15k 57.10
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Ishares S&p 500 Val Idx Equities (IVE) 0.1 $879k 5.8k 151.75
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NVR Equities (NVR) 0.1 $875k NEW 157.00 5572.19
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Agilent Technologies Equities (ACWI) 0.1 $861k NEW 9.3k 92.59
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Autozone Equities (AZO) 0.1 $855k 348.00 2458.15
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Union Pacific Corp Equities (UNP) 0.1 $852k -26% 4.2k 201.26
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Arch Capital Group Equities (ACGL) 0.1 $844k -2% 12k 67.87
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iShares Core International Aggr Equities (IAGG) 0.1 $842k +102% 17k 49.14
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SPDR S&P 600 Small Cap Growth E Equities (SLYG) 0.1 $827k +32% 12k 71.40
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Arista Networks Equities (ANET) 0.1 $820k -5% 4.9k 167.86
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Ishares S&p Growth Index Equities (IVW) 0.1 $815k +7% 13k 64.84
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Vanguard Small Cap Value Etf Equities (VBR) 0.1 $809k +12% 5.1k 157.25
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Allegheny Tech Equities (ATI) 0.1 $802k -8% 20k 39.46
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Vanguard Health Care Etf Equities (VHT) 0.1 $798k -16% 3.2k 245.76
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Spdr Barclays Short Term Corpor Equities (SPSB) 0.1 $796k +5% 18k 43.64
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Landstar Systems Equities (LSTR) 0.1 $794k 4.4k 179.26
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Schwab Us Reit Etf Equities (SCHH) 0.1 $768k +57% 39k 19.54
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Fair Isaac Corporation Equities (FICO) 0.1 $765k -41% 1.1k 702.69
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Vanguard St Bond Etf Equities (BSV) 0.1 $745k +137% 9.7k 76.64
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United Rentals Equities (URI) 0.1 $741k -25% 1.9k 395.76
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Ark Innovation Etf Equities (ARKK) 0.1 $738k 18k 40.34
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Ishares Msci Intl Quality Facto Equities (IQLT) 0.1 $736k NEW 20k 36.27
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Cisco Sys Equities (CSCO) 0.1 $732k 14k 52.27
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KBR Equities (KBR) 0.1 $726k -5% 13k 55.05
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Mettler-Toledo International In Equities (MTD) 0.0 $712k -2% 465.00 1530.21
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Ishares Expanded Tech Sector Equities (IGM) 0.0 $711k +24% 14k 51.50
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Ishares Gold Trust Equities (IAU) 0.0 $687k +14% 18k 37.37
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Pimco Enhanced Short Maturity E Equities (MINT) 0.0 $686k +15% 6.7k 102.82
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Qualcomm Equities (QCOM) 0.0 $677k 5.3k 127.58
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Invesco Emerging Mkts Sovereign Equities (PCY) 0.0 $676k +91% 19k 35.43
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Tesla Motors Equities (TSLA) 0.0 $669k -57% 3.2k 207.46
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Abrdn Physical Silver Shares Et Equities 0.0 $668k NEW 28k 24.02
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Eli Lilly & Co Equities (LLY) 0.0 $664k 1.9k 343.42
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Builders Firstsource Equities (BLDR) 0.0 $662k -33% 7.5k 88.78
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Fidelity Covington Trust - Fide Equities (FDEM) 0.0 $653k +43% 4.3k 153.61
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Ulta Beauty Equities (ULTA) 0.0 $647k 1.2k 545.67
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Ishares Russell 1000 Value Inde Equities (IWD) 0.0 $645k -5% 4.2k 152.26
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Knight-Swift Transportation Hol Equities (KNX) 0.0 $645k +3% 11k 56.58
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Truist Financial Corp. Equities (TFC) 0.0 $645k -13% 19k 34.10
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Array Technologies Equities (ARRY) 0.0 $626k 29k 21.88
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Allison Transmission Holdings I Equities (ALSN) 0.0 $620k NEW 14k 45.24
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Performance Food Group Equities (PFGC) 0.0 $610k -5% 10k 60.34
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Invesco S&P MidCap Momentum ETF Equities (XMMO) 0.0 $610k 8.1k 75.01
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SPDR S&P 600 Small Cap Value ET Equities (SLYV) 0.0 $609k 11k 55.89
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Pfizer Equities (PFE) 0.0 $603k +3% 15k 40.80
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iShares Edge MSCI Min Vol Globa Equities (ACWV) 0.0 $603k NEW 6.1k 99.63
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Spdr Portfolio Emerging Markets Equities (SPEM) 0.0 $588k +14% 17k 34.13
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Caterpillar Equities (CAT) 0.0 $581k -25% 2.5k 228.84
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Canadian Pacific Railway Limite Equities (CP) 0.0 $573k -8% 7.5k 76.94
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Novo-nordisk A/s Equities (NVO) 0.0 $572k -9% 3.6k 159.14
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Palo Alto Networks Equities (PANW) 0.0 $571k -16% 2.9k 199.74
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Ishares Russell Mid Cap Growth Equities (IWP) 0.0 $570k +3% 6.3k 91.05
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Applied Matls Equities (AMAT) 0.0 $561k +3% 4.6k 122.83
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Vanguard S&P Mid-Cap 400 Index Equities (IVOO) 0.0 $551k NEW 6.6k 84.08
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Lowes Cos Equities (LOW) 0.0 $549k +3% 2.7k 199.97
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Merlyn.ai Sectorsurfer Momentum Equities (DUDE) 0.0 $541k -42% 8.8k 61.18
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Walmart Equities (WMT) 0.0 $540k 3.7k 147.45
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Fortinet Equities (FTNT) 0.0 $535k +2% 8.1k 66.46
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Bank Of America Equities (BAC) 0.0 $532k +2% 19k 28.60
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Insulet Corporation Equities (PODD) 0.0 $529k -16% 1.7k 318.96
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Bristol-myers Squibb Equities (BMY) 0.0 $526k 7.6k 69.31
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Genpact Equities (G) 0.0 $525k +4% 11k 46.22
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Planet Fitness Inc Cl A Equities (PLNT) 0.0 $524k -3% 6.7k 77.67
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Quanta Services Equities (PWR) 0.0 $523k -12% 3.1k 166.64
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Vanguard Short Term Government Equities (VGSH) 0.0 $516k -37% 8.8k 58.53
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Wolfspeed Equities (WOLF) 0.0 $513k +11% 7.9k 64.95
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Vanguard Small Cap Growth Etf Equities (VBK) 0.0 $510k -51% 2.4k 213.72
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Spdr Dow Jones Indust Average E Equities (DIA) 0.0 $504k NEW 1.5k 332.67
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Chevron Corp Equities (CVX) 0.0 $503k +4% 3.1k 163.16
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Fidelity Msci Telecommunication Equities (FCOM) 0.0 $502k -14% 11k 44.97
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Mattel Equities (MAT) 0.0 $502k -3% 27k 18.41
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Jabil Circuit Equities (JBL) 0.0 $493k -55% 5.6k 88.16
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Shift4 Payments Equities (FOUR) 0.0 $493k NEW 6.5k 75.80
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Pacer Us Cash Cows 100 Etf Equities (COWZ) 0.0 $492k NEW 11k 47.00
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Marriott Intl Equities (MAR) 0.0 $487k 2.9k 166.04
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Alcon Equities (ALC) 0.0 $482k -5% 6.8k 70.54
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Xpo Logistics Equities (XPO) 0.0 $480k +6% 15k 31.90
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Asml Holding Nv Equities (ASML) 0.0 $480k -9% 705.00 680.71
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Ferrari Equities (RACE) 0.0 $476k -9% 1.8k 270.94
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Booking Holdings Equities (BKNG) 0.0 $475k NEW 179.00 2652.41
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Pure Storage Equities (PSTG) 0.0 $475k 19k 25.51
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Universal Display Corp. Equities (OLED) 0.0 $473k +48% 3.1k 155.13
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iShares Core MSCI Total Intl St Equities (IXUS) 0.0 $466k NEW 7.5k 61.95
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Stock Yards Bancorp Equities (SYBT) 0.0 $461k -19% 8.4k 55.14
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Lockheed Martin Corporation Equities (LMT) 0.0 $456k 965.00 472.73
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Sector Spdr Energy Equities (XLE) 0.0 $455k +7% 5.5k 82.84
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Atlassian Corp Cl A Equities (TEAM) 0.0 $453k -14% 2.6k 171.17
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Mastec Equities (MTZ) 0.0 $451k -3% 4.8k 94.44
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Sm Energy Equities (SM) 0.0 $444k +8% 16k 28.16
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Caesars Entertainment Equities (CZR) 0.0 $441k -26% 9.0k 48.81
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Elevance Health Equities (ELV) 0.0 $435k +3% 947.00 459.81
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Morgan Stanley Equities (MS) 0.0 $427k +48% 4.9k 87.80
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iShares Exponential Technologie Equities (XT) 0.0 $427k -50% 6.7k 63.30
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Cadence Design Systems Equities (CDNS) 0.0 $427k 2.0k 210.09
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SPDR Portfolio TIPS Equities (SPIP) 0.0 $426k +59% 19k 22.94
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Waste Connections Equities (WCN) 0.0 $423k -7% 3.0k 139.07
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Automatic Data Proc Equities (ADP) 0.0 $421k 1.9k 222.63
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Itw Equities (ITW) 0.0 $416k NEW 1.7k 243.45
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iShares Aaa - A Rated Corporate Equities (QLTA) 0.0 $416k -42% 9.2k 44.96
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Eagle Materials Equities (EXP) 0.0 $414k +19% 2.8k 146.75
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MRC Global Equities (MRC) 0.0 $414k +8% 43k 9.72
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Ea Bridgeway Blue Chip Etf Equities (BBLU) 0.0 $407k -40% 45k 9.06
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Broadcom Equities (AVGO) 0.0 $403k +3% 628.00 641.54
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Invesco FTSE RAFI US 1000 ETF Equities (PRF) 0.0 $402k +67% 5.0k 79.82
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I Shares Msci Eafe Growth Equities (EFG) 0.0 $400k +13% 5.7k 70.43
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Permian Resources Corp Cl A Equities (PR) 0.0 $400k +72% 38k 10.50
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Neurocrine Biosciences Equities (NBIX) 0.0 $397k -39% 3.9k 101.22
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Epam Sys Equities (EPAM) 0.0 $395k -30% 1.3k 299.00
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Reinsurance Group Of America, I Equities (RGA) 0.0 $395k +2% 3.0k 132.76
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Dana Equities (DAN) 0.0 $394k -2% 26k 15.05
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Aflac Equities (AFL) 0.0 $393k -2% 6.1k 64.52
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Ishares Dj Us Technology Sector Equities (IYW) 0.0 $391k +11% 4.2k 93.04
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Lam Research Corporation Equities (LRCX) 0.0 $388k 731.00 530.12
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Avantis U.s. Small Cap Value Et Equities (AVUV) 0.0 $387k +5% 5.3k 73.35
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Ishares Core Msci Emerging Mark Equities (IEMG) 0.0 $387k 7.9k 48.79
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Vaneck Biotech Etf Equities (BBH) 0.0 $385k 2.3k 164.28
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Franklin LibertyQ U.S. Equity E Equities (FLQL) 0.0 $384k +73% 12k 32.23
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Integra LifeSciences Holdings C Equities (IART) 0.0 $382k -2% 6.7k 57.41
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SPDR Barclays High Yield Bond E Equities (JNK) 0.0 $380k NEW 4.1k 92.49
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Monolithic Power Systems Equities (MPWR) 0.0 $379k -2% 758.00 500.54
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Twilio Inc. Class A Equities (TWLO) 0.0 $376k NEW 5.6k 66.63
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United Parcel Service Inc Cl B Equities (UPS) 0.0 $374k +3% 1.9k 193.99
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Tortoise North American Pipelin Equities (TPYP) 0.0 $373k +9% 15k 24.62
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Sitime Corporation Equities (SITM) 0.0 $369k +16% 2.6k 142.23
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Hca Holdings Equities (HCA) 0.0 $364k +7% 1.4k 263.68
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Cooper Companies Equities (COO) 0.0 $359k -2% 961.00 373.36
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Astrazeneca Equities (AZN) 0.0 $358k -9% 5.2k 69.41
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Hologic Equities (HOLX) 0.0 $358k -19% 4.4k 80.70
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Alaska Air Group Equities (ALK) 0.0 $355k +8% 8.5k 41.96
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Borgwarner Equities (BWA) 0.0 $354k 7.2k 49.11
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Spdr Portfolio Small Cap Etf Equities (SPSM) 0.0 $347k NEW 9.4k 37.10
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Certara Inc Ordinary Shares Equities (CERT) 0.0 $347k NEW 14k 24.11
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Boyd Gaming Corp Equities (BYD) 0.0 $347k NEW 5.4k 64.12
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Controladora Vuela Cia De Aviac Equities (VLRS) 0.0 $346k -2% 28k 12.44
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Live Nation Entertainment Equities (LYV) 0.0 $346k -24% 4.9k 70.00
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iShares ESG Aware MSCI USA Smal Equities (ESML) 0.0 $344k -13% 12k 29.97
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First Citizens BancShares Inc/N Equities (FCNCA) 0.0 $344k -15% 353.00 973.10
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Amgen Equities (AMGN) 0.0 $341k +2% 1.4k 241.75
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Ishares Russell 2000 Growth Ind Equities (IWO) 0.0 $341k +14% 1.5k 224.20
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Technology Select Sector Spdr Equities (XLK) 0.0 $339k -25% 2.2k 151.01
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At&t Equities (T) 0.0 $335k 17k 19.25
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Icon Equities (ICLR) 0.0 $334k -9% 1.6k 213.59
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Parker-hannifin Corp Equities (PH) 0.0 $334k NEW 994.00 336.11
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Goldman Sachs Grp Equities (GS) 0.0 $334k +3% 1.0k 327.11
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Carpenter Technology Corporatio Equities (CRS) 0.0 $334k 7.5k 44.76
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Goldman Sachs Innovate Equity E Equities (GINN) 0.0 $333k -4% 7.3k 45.81
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Amerisourcebergen Corp Equities (ABC) 0.0 $333k NEW 2.1k 160.11
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Fidelity Covington Trust - Fide Equities (FDEV) 0.0 $332k NEW 13k 26.58
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Vanguard Mid Cap Growth Etf Equities (VOT) 0.0 $325k 1.4k 233.82
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Ishares Msci Emerging Markets I Equities (EEM) 0.0 $315k NEW 8.0k 39.46
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Pacer Benchmark Data & Infrastr Equities (SRVR) 0.0 $311k 9.0k 34.62
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Macom Tech Solutions Hldgs Equities (MTSI) 0.0 $311k -36% 4.4k 70.84
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SPDR Portfolio Long Term Treasu Equities (SPTL) 0.0 $309k +25% 10k 30.38
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Okta Inc. Cl A Equities (OKTA) 0.0 $309k NEW 3.6k 86.24
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SPDR S&P Transportation ETF Equities (XTN) 0.0 $309k -2% 4.2k 72.86
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Albemarle Corp. Equities (ALB) 0.0 $308k 1.4k 221.04
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Hubspot Equities (HUBS) 0.0 $307k NEW 716.00 428.75
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Gartner Equities (IT) 0.0 $306k -59% 940.00 325.77
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Molina Healthcare Equities (MOH) 0.0 $305k -19% 1.1k 267.49
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Fmc Corporation Equities (FMC) 0.0 $305k +8% 2.5k 122.13
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Duke Energy Corporation Equities (DUK) 0.0 $302k +3% 3.1k 96.47
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Fabrinet Equities (FN) 0.0 $302k -2% 2.5k 118.76
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Vertiv Hldg Co Class A Equities (VRT) 0.0 $301k -8% 21k 14.31
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Belden Equities (BDC) 0.0 $301k -5% 3.5k 86.77
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Flextronics Intl Equities (FLEX) 0.0 $299k -2% 13k 23.01
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Invesco Preferred Etf Equities (PGX) 0.0 $299k 26k 11.65
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Philip Morris International, In Equities (PM) 0.0 $298k -72% 3.1k 97.25
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Ishares National Muni Bond Etf Equities (MUB) 0.0 $298k NEW 2.1k 139.97
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Icici Bank Equities (IBN) 0.0 $297k +34% 14k 21.58
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Steris Equities (STE) 0.0 $296k -9% 1.5k 191.28
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Align Technology Equities (ALGN) 0.0 $295k NEW 884.00 334.14
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D.r. Horton Incorporated Equities (DHI) 0.0 $294k -2% 3.0k 97.69
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Ishares Short-term Corporate Bo Equities (IGSB) 0.0 $292k +16% 7.2k 40.41
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iShares Core Growth Allocation Equities (AOM) 0.0 $290k +2% 7.2k 40.03
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Gilead Sciences Equities (GILD) 0.0 $289k NEW 3.5k 82.97
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Nucor Corp Equities (NUE) 0.0 $289k -5% 1.9k 154.47
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Ishares Russell 2000 Value Inde Equities (IWN) 0.0 $287k -11% 2.2k 133.57
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Paycom Software Equities (PAYC) 0.0 $287k -25% 944.00 304.01
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Magnolia Oil & Gas Corp Equities (MGY) 0.0 $286k +4% 13k 21.88
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First Bancorp Equities (FBP) 0.0 $285k -7% 25k 11.42
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Vanguard High Divdend Yield Equities (VYM) 0.0 $285k +4% 2.7k 106.82
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Qorvo Equities (QRVO) 0.0 $284k +14% 2.8k 101.57
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Devon Energy Corp Equities (DVN) 0.0 $283k -8% 5.6k 50.61
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STAG Industrial Equities (STAG) 0.0 $283k +17% 8.4k 33.82
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iShares Morningstar Small-Cap G Equities (ISCG) 0.0 $283k +10% 7.4k 38.30
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First Trust Dow Jones Sel Micro Equities (FDM) 0.0 $281k +12% 5.4k 51.91
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Becton Dickinson & Co Equities (BDX) 0.0 $279k -56% 1.1k 247.54
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Masonite International Corp Equities (DOOR) 0.0 $279k -3% 3.1k 90.77
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Dimensional World ex U.S. Core Equities (DFAX) 0.0 $278k NEW 12k 23.46
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Travelers Companies Equities (TRV) 0.0 $278k -2% 1.6k 171.41
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Stifel Financial Corp Equities (SF) 0.0 $274k -4% 4.6k 59.09
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Exact Sciences Corp Equities (EXAS) 0.0 $273k -3% 4.0k 67.81
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Ftai Aviation Equities (FTAI) 0.0 $273k NEW 9.8k 27.96
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Idex Corp. Equities (IEX) 0.0 $270k 1.2k 231.03
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Transunion Equities (TRU) 0.0 $270k +16% 4.3k 62.14
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Wr Berkley Corp. Equities (WRB) 0.0 $270k -24% 4.3k 62.26
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Summit Materials Equities (SUM) 0.0 $269k -2% 9.4k 28.49
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Lennar Corp Equities (LEN) 0.0 $267k -2% 2.5k 105.11
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Schwab Us Large Cap Value Etf Equities (SCHV) 0.0 $266k 5.3k 50.64
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Renaissancere Holdings Equities (RNR) 0.0 $264k -2% 1.3k 200.34
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Msci Equities (MSCI) 0.0 $263k -5% 469.00 559.69
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Modine Manufacturing Equities (MOD) 0.0 $263k -2% 11k 23.05
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Equifax Equities (EFX) 0.0 $260k +15% 1.3k 202.84
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New Relic Equities (NEWR) 0.0 $259k NEW 3.4k 75.29
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Thomson Reuters Corp. Equities (TRI) 0.0 $259k -9% 2.0k 130.12
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Resmed Equities (RMD) 0.0 $258k -41% 1.2k 218.99
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Biomarin Pharmaceutical Equities (BMRN) 0.0 $255k -3% 2.6k 97.24
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Pnc Bank Equities (PNC) 0.0 $254k 2.0k 127.10
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Occidental Petroleum Corporatio Equities (OXY) 0.0 $254k 4.1k 62.43
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Vanguard Extended Duration Trs Equities (EDV) 0.0 $254k -24% 7.8k 32.69
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Azul Holdings Equities (AZUL) 0.0 $253k +83% 35k 7.15
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Wintrust Finl Corp Equities (WTFC) 0.0 $251k -21% 3.4k 72.95
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Ishares Us Preferred Equities (PFF) 0.0 $246k +11% 12k 19.92
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Pultegroup Equities (PHM) 0.0 $245k -15% 4.2k 58.28
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Marathon Petroleum Corp Equities (MPC) 0.0 $245k NEW 1.8k 134.83
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Beacon Roofing Supply Equities (BECN) 0.0 $245k -2% 4.2k 58.85
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Perdoceo Ed Corp Equities (PRDO) 0.0 $244k -2% 18k 13.43
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Select Sector Spdr-consumer Sta Equities (XLP) 0.0 $244k +2% 3.1k 77.44
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HP Equities (HPQ) 0.0 $243k -4% 8.3k 29.35
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Discover Financial Services Equities (DFS) 0.0 $241k 2.4k 98.84
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Cigna Corporation Equities (CI) 0.0 $241k -72% 942.00 255.53
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Ishares Core 1-5 Year Usd Bond Equities (ISTB) 0.0 $240k +4% 5.1k 47.24
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Liberty Formula One Group A Equities (FWONA) 0.0 $240k NEW 3.6k 67.50
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Shoals Technologies Group Inc O Equities (SHLS) 0.0 $237k +3% 10k 22.79
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Lyondellbasell Industries Nv Equities (LYB) 0.0 $236k -4% 2.5k 93.89
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Trex Ord Equities (TREX) 0.0 $233k -2% 4.8k 48.67
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Franklin Investment Grade Corpo Equities (FLCO) 0.0 $232k NEW 2.8k 82.85
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Cvs Health Corporation Equities (CVS) 0.0 $231k -66% 3.1k 74.31
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Livent Corp Equities (LTHM) 0.0 $231k NEW 11k 21.72
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Pool Corporation Equities (POOL) 0.0 $231k 674.00 342.44
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Leslies Poolmart Equities (LESL) 0.0 $230k +17% 21k 11.01
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Vanguard Ftse All-world Ex-us E Equities (VEU) 0.0 $230k -38% 4.2k 54.48
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Kemper Corp Equities (KMPR) 0.0 $229k -9% 4.2k 54.66
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Stoneridge Equities (SRI) 0.0 $229k -2% 12k 18.70
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SPDR S&P Kensho New Economies C Equities (KOMP) 0.0 $228k NEW 5.5k 41.51
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Smartsheet Inc Class A Equities (SMAR) 0.0 $228k NEW 4.8k 47.80
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Franklin LibertyQ U.S. Mid Cap Equities (FLQM) 0.0 $226k NEW 5.2k 43.55
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Envista Holdings Corp Equities (NVST) 0.0 $226k NEW 5.5k 40.88
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Granite Construction Equities (GVA) 0.0 $226k NEW 5.5k 41.08
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Aci Worldwide Equities (ACIW) 0.0 $225k -19% 8.3k 26.98
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Synovus Financial Corporation N Equities (SNV) 0.0 $224k -21% 7.3k 30.83
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Fluor Corporation Equities (FLR) 0.0 $224k NEW 7.2k 30.91
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Omnicom Group Equities (OMC) 0.0 $223k NEW 2.4k 94.34
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Csx Corp Equities (CSX) 0.0 $223k NEW 7.4k 29.94
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Cheesecake Factory Equities (CAKE) 0.0 $222k -2% 6.3k 35.05
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Ferguson Equities (FERG) 0.0 $222k -11% 1.7k 133.75
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Dexcom Equities (DXCM) 0.0 $221k -5% 1.9k 116.18
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Goldman Sachs ActiveBeta US LgC Equities (GSLC) 0.0 $221k NEW 2.7k 82.36
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Bank Of New York Mellon Equities (BK) 0.0 $221k -2% 4.9k 45.44
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Humana Equities (HUM) 0.0 $220k -47% 454.00 485.46
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Financial Select Sector Spdr Equities (XLF) 0.0 $220k +7% 6.8k 32.15
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Veeva Systems Inc Class A Equities (VEEV) 0.0 $219k NEW 1.2k 183.79
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Herc Rentals Equities (HRI) 0.0 $217k +3% 1.9k 113.90
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Schwab Us Small Cap Equities (SCHA) 0.0 $214k -99% 5.1k 41.80
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Berry Global Group Equities (BERY) 0.0 $213k -15% 3.6k 58.90
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Ishares Russell 2000 Index Equities (IWM) 0.0 $213k -67% 1.2k 178.47