Bailard

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

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

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Portfolio Holdings for Bailard

Bailard holds 694 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Bailard has 694 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $154M +2% 901k 171.21
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Microsoft Corporation (MSFT) 4.9 $149M 470k 315.75
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $102M -4% 285k 358.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $96M +3% 224k 427.48
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Ishares Tr Msci Eafe Etf (EFA) 3.0 $90M +19% 1.3M 68.92
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Alphabet Cap Stk Cl A (GOOGL) 2.4 $71M 544k 130.86
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.1 $64M +18546% 4.3M 14.95
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Gilead Sciences (GILD) 1.8 $54M +9100% 722k 74.94
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Ishares Tr Core Msci Eafe (IEFA) 1.8 $53M 822k 64.35
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Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $53M -4% 248k 212.41
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Vanguard World Fds Inf Tech Etf (VGT) 1.6 $48M 116k 414.90
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Janus Detroit Str Tr Henderson Mtg (JMBS) 1.6 $48M +10% 1.1M 43.40
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Ishares Tr Calif Mun Bd Etf (CMF) 1.5 $45M +7% 825k 54.84
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UnitedHealth (UNH) 1.3 $39M +3% 78k 504.19
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 1.3 $39M NEW 1.6M 23.84
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Ishares Tr National Mun Etf (MUB) 1.2 $38M +14% 367k 102.54
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Visa Com Cl A (V) 1.2 $38M +2% 163k 230.01
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $35M +5% 221k 159.49
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NVIDIA Corporation (NVDA) 1.2 $35M 81k 434.99
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.1 $34M -2% 781k 43.70
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Amazon (AMZN) 1.1 $32M +5% 254k 127.12
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $32M -6% 75k 429.43
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Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $31M -13% 1.4M 22.04
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $30M +6% 583k 51.87
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $28M 309k 89.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $28M +257% 70k 392.70
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Home Depot (HD) 0.8 $25M +4% 83k 302.16
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Adobe Systems Incorporated (ADBE) 0.8 $25M +2% 48k 509.90
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Procter & Gamble Company (PG) 0.8 $24M +7% 162k 145.86
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Johnson & Johnson (JNJ) 0.8 $24M +13% 151k 155.75
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Meta Platforms Cl A (META) 0.7 $22M +4% 74k 300.21
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ConocoPhillips (COP) 0.7 $22M 185k 119.80
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Costco Wholesale Corporation (COST) 0.7 $22M 39k 564.96
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Danaher Corporation (DHR) 0.7 $22M +10% 88k 248.10
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JPMorgan Chase & Co. (JPM) 0.7 $20M +9% 137k 145.02
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Select Sector Spdr Tr Technology (XLK) 0.6 $19M 118k 163.93
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TJX Companies (TJX) 0.6 $19M +4% 213k 88.88
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Morgan Stanley Com New (MS) 0.6 $18M -2% 218k 81.67
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BlackRock (BLK) 0.6 $17M +4% 27k 646.49
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $17M +14% 55k 307.11
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $16M +64% 217k 75.66
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $16M +30% 63k 249.35
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Chevron Corporation (CVX) 0.5 $15M +20% 88k 168.62
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Qualcomm (QCOM) 0.5 $15M -7% 132k 111.06
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $15M +18% 373k 39.21
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Alphabet Cap Stk Cl C (GOOG) 0.5 $14M 106k 131.85
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Eaton Corp SHS (ETN) 0.4 $13M -2% 63k 213.28
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Waste Management (WM) 0.4 $13M +9% 88k 152.44
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Ishares Tr A Rate Cp Bd Etf (QLTA) 0.4 $13M -24% 294k 45.08
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Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $13M +2% 37k 347.74
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Pepsi (PEP) 0.4 $13M 77k 169.44
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Advanced Micro Devices (AMD) 0.4 $13M -6% 126k 102.82
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Kla Corp Com New (KLAC) 0.4 $13M 28k 458.66
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Amgen (AMGN) 0.4 $12M +14% 46k 268.76
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Cummins (CMI) 0.4 $12M 53k 228.46
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Texas Instruments Incorporated (TXN) 0.4 $12M -7% 75k 159.01
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Prologis (PLD) 0.4 $11M 100k 112.21
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $11M 116k 94.33
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S&p Global (SPGI) 0.4 $11M 29k 365.41
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Netflix (NFLX) 0.3 $11M 28k 377.60
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $11M -5% 27k 382.19
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Bristol Myers Squibb (BMY) 0.3 $10M 178k 58.04
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Steel Dynamics (STLD) 0.3 $10M 95k 107.22
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Servicenow (NOW) 0.3 $10M +3% 18k 558.96
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Regeneron Pharmaceuticals (REGN) 0.3 $10M +2% 12k 822.96
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Trane Technologies SHS (TT) 0.3 $9.9M +3% 49k 202.91
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $9.9M -4% 28k 350.30
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $9.8M 225k 43.72
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $9.8M -5% 209k 47.01
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Intuit (INTU) 0.3 $9.8M -7% 19k 510.94
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Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $9.7M 140k 69.25
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Zoetis Cl A (ZTS) 0.3 $9.7M +4% 56k 173.98
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McDonald's Corporation (MCD) 0.3 $9.6M -2% 36k 263.44
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $9.4M -72% 92k 102.86
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $9.2M +525% 242k 37.95
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Target Corporation (TGT) 0.3 $9.1M 82k 110.57
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Chubb (CB) 0.3 $9.0M +3% 43k 208.18
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Astrazeneca Sponsored Adr (AZN) 0.3 $8.7M +2% 129k 67.72
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Linde SHS (LIN) 0.3 $8.7M -2% 23k 372.35
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Fiserv (FI) 0.3 $8.6M 76k 112.96
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United Parcel Service CL B (UPS) 0.3 $8.2M +356% 53k 155.87
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CVS Caremark Corporation (CVS) 0.3 $8.2M +15% 118k 69.82
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SYSCO Corporation (SYY) 0.3 $8.1M 122k 66.05
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Walt Disney Company (DIS) 0.3 $8.1M +10% 99k 81.05
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Uber Technologies (UBER) 0.3 $8.1M 175k 45.99
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Valero Energy Corporation (VLO) 0.3 $7.8M 55k 141.71
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Abbott Laboratories (ABT) 0.2 $7.5M +10% 78k 96.85
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Bank of America Corporation (BAC) 0.2 $7.4M +2% 269k 27.38
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Vanguard World Fds Consum Dis Etf (VCR) 0.2 $7.4M 27k 269.37
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Pfizer (PFE) 0.2 $7.3M 221k 33.17
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $7.3M +368% 35k 208.24
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Sony Group Corp Sponsored Adr (SONY) 0.2 $7.0M 85k 82.41
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Vanguard World Fds Health Car Etf (VHT) 0.2 $6.9M -5% 29k 235.10
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $6.9M +182% 39k 176.74
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Comcast Corp Cl A (CMCSA) 0.2 $6.8M 153k 44.34
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $6.7M +2% 198k 33.87
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $6.7M +267% 35k 189.07
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Eli Lilly & Co. (LLY) 0.2 $6.7M -12% 12k 537.13
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Ishares Tr Esg Aware Msci (ESML) 0.2 $6.7M 198k 33.65
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Cisco Systems (CSCO) 0.2 $6.6M 123k 53.76
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Rockwell Automation (ROK) 0.2 $6.5M +1196% 23k 285.87
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Medtronic SHS (MDT) 0.2 $6.5M 83k 78.36
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $6.4M +197% 129k 49.83
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Starbucks Corporation (SBUX) 0.2 $6.2M 68k 91.27
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PNC Financial Services (PNC) 0.2 $6.1M 50k 122.77
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Dex (DXCM) 0.2 $6.1M +29% 66k 93.30
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $6.1M -11% 208k 29.32
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Ishares Tr Global Reit Etf (REET) 0.2 $6.0M +5% 284k 21.17
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Coca-Cola Company (KO) 0.2 $5.8M -2% 103k 55.98
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.7M +3% 168k 33.96
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L3harris Technologies (LHX) 0.2 $5.6M -2% 32k 174.12
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Select Sector Spdr Tr Financial (XLF) 0.2 $5.6M -3% 169k 33.17
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Horizon Therapeutics Pub L SHS (HZNP) 0.2 $5.5M -3% 48k 115.69
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $5.5M +1043% 113k 48.65
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BorgWarner (BWA) 0.2 $5.3M 133k 40.37
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Lam Research Corporation (LRCX) 0.2 $5.3M +3% 8.4k 626.77
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $5.2M +13% 38k 135.55
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Constellation Brands Cl A (STZ) 0.2 $4.9M +9% 20k 251.33
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Applied Materials (AMAT) 0.2 $4.9M +32% 36k 138.45
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Ishares Esg Awr Msci Em (ESGE) 0.2 $4.9M +5% 163k 30.28
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Merck & Co (MRK) 0.2 $4.9M +8% 48k 102.95
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Hubspot (HUBS) 0.2 $4.9M -9% 9.9k 492.50
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Palo Alto Networks (PANW) 0.2 $4.9M +12% 21k 234.44
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Nextera Energy (NEE) 0.2 $4.8M -6% 83k 57.29
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Cadence Design Systems (CDNS) 0.2 $4.6M -6% 20k 234.30
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Caterpillar (CAT) 0.1 $4.5M 17k 273.00
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $4.4M -2% 306k 14.32
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $4.4M 82k 53.52
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $4.4M 7.4k 588.66
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Ishares Tr S&p 100 Etf (OEF) 0.1 $4.4M -10% 22k 200.64
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Charles Schwab Corporation (SCHW) 0.1 $4.2M 76k 54.90
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Crown Castle Intl (CCI) 0.1 $4.2M 45k 92.03
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Shift4 Pmts Cl A (FOUR) 0.1 $4.1M +20% 75k 55.37
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $4.1M -12% 149k 27.53
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Intel Corporation (INTC) 0.1 $4.1M 115k 35.55
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salesforce (CRM) 0.1 $4.1M +20% 20k 202.78
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Mondelez Intl Cl A (MDLZ) 0.1 $4.1M +30% 59k 69.40
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Broadcom (AVGO) 0.1 $4.1M 4.9k 830.58
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Expedia Group Com New (EXPE) 0.1 $4.1M +9% 39k 103.07
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $3.9M +4% 41k 94.83
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Edwards Lifesciences (EW) 0.1 $3.9M 57k 69.28
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Capital One Financial (COF) 0.1 $3.9M +3% 40k 97.05
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Ishares Tr Mbs Etf (MBB) 0.1 $3.9M NEW 44k 88.80
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.9M 76k 50.60
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Nxp Semiconductors N V (NXPI) 0.1 $3.8M 19k 199.92
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Emerson Electric (EMR) 0.1 $3.8M +3% 40k 96.57
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $3.7M 109k 33.61
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.5M NEW 40k 88.69
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Insight Enterprises (NSIT) 0.1 $3.5M 24k 145.50
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Vanguard World Fds Industrial Etf (VIS) 0.1 $3.4M -6% 18k 194.97
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Pure Storage Cl A (PSTG) 0.1 $3.4M 96k 35.62
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Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $3.4M +2% 96k 35.47
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Etf Managers Tr Etho Climate Lea (ETHO) 0.1 $3.4M NEW 67k 50.05
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Northrop Grumman Corporation (NOC) 0.1 $3.3M 7.5k 440.19
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Allstate Corporation (ALL) 0.1 $3.3M -8% 29k 111.41
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Micron Technology (MU) 0.1 $3.3M +91% 48k 68.03
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Thermo Fisher Scientific (TMO) 0.1 $3.3M 6.4k 506.17
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $3.3M +5% 44k 74.62
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Verizon Communications (VZ) 0.1 $3.3M +4% 101k 32.41
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $3.2M +25% 122k 26.15
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $3.2M +2% 18k 182.67
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $3.2M 49k 64.86
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Illinois Tool Works (ITW) 0.1 $3.2M 14k 230.31
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Abbvie (ABBV) 0.1 $3.1M 21k 149.06
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Stryker Corporation (SYK) 0.1 $3.1M +25% 11k 273.28
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Pioneer Natural Resources (PXD) 0.1 $3.1M 14k 229.55
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $3.1M 6.7k 456.64
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AutoZone (AZO) 0.1 $3.0M 1.2k 2538.93
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Exxon Mobil Corporation (XOM) 0.1 $3.0M 26k 117.58
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Union Pacific Corporation (UNP) 0.1 $3.0M -67% 15k 203.64
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Ishares Tr Intl Div Grwth (IGRO) 0.1 $3.0M 51k 59.31
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $3.0M -26% 18k 167.38
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Oracle Corporation (ORCL) 0.1 $2.9M -3% 28k 105.92
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Anthem (ELV) 0.1 $2.9M 6.6k 435.42
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Hess (HES) 0.1 $2.9M 19k 153.00
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AFLAC Incorporated (AFL) 0.1 $2.9M 37k 76.75
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $2.8M +2% 44k 63.50
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Humana (HUM) 0.1 $2.8M 5.8k 486.52
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Datadog Cl A Com (DDOG) 0.1 $2.8M +33% 30k 91.09
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.7M 34k 81.41
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $2.7M NEW 95k 28.72
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Dbx Etf Tr Xtkr Emgrin Mkts (EMCR) 0.1 $2.6M 101k 25.89
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EOG Resources (EOG) 0.1 $2.6M +9% 20k 126.76
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.5M 18k 141.69
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Honeywell International (HON) 0.1 $2.4M +123% 13k 184.74
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $2.4M 22k 109.27
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Southern Company (SO) 0.1 $2.4M 37k 64.72
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Huntington Ingalls Inds (HII) 0.1 $2.3M -3% 11k 204.58
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Duke Energy Corp Com New (DUK) 0.1 $2.3M 26k 88.26
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Progressive Corporation (PGR) 0.1 $2.2M +74% 16k 139.30
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Varonis Sys (VRNS) 0.1 $2.2M +26% 73k 30.54
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $2.2M -11% 65k 34.07
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.2M -3% 25k 89.97
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $2.2M 30k 72.37
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Avery Dennison Corporation (AVY) 0.1 $2.2M -73% 12k 182.68
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Citigroup Com New (C) 0.1 $2.2M 52k 41.13
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Vontier Corporation (VNT) 0.1 $2.1M -15% 67k 30.92
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Sap Se Spon Adr (SAP) 0.1 $2.1M +2% 16k 129.32
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Take-Two Interactive Software (TTWO) 0.1 $2.1M 15k 140.39
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Xylem (XYL) 0.1 $2.0M +8% 22k 91.03
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.0M -5% 13k 153.84
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.0M -7% 29k 68.42
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Sprout Social Com Cl A (SPT) 0.1 $2.0M +24% 40k 49.88
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $2.0M 46k 43.29
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Evergy (EVRG) 0.1 $1.9M +5% 38k 50.70
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Ishares Tr New York Mun Etf (NYF) 0.1 $1.9M +164% 38k 51.03
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American Tower Reit (AMT) 0.1 $1.9M +14% 12k 164.45
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.9M +18% 27k 69.13
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.8M 4.6k 399.45
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.1 $1.8M 41k 44.23
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Itron (ITRI) 0.1 $1.8M 29k 60.58
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.8M 35k 49.53
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Smucker J M Com New (SJM) 0.1 $1.7M +15% 14k 122.91
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Wal-Mart Stores (WMT) 0.1 $1.7M 11k 159.93
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Tesla Motors (TSLA) 0.1 $1.7M +27% 6.9k 250.22
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Coursera (COUR) 0.1 $1.7M 91k 18.69
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American Express Company (AXP) 0.1 $1.7M +4% 11k 149.19
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.7M -2% 41k 41.42
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.7M 19k 86.90
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Automatic Data Processing (ADP) 0.1 $1.7M -5% 7.0k 240.58
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Ball Corporation (BALL) 0.1 $1.6M +2% 33k 49.78
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Merit Medical Systems (MMSI) 0.1 $1.6M -11% 23k 69.02
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $1.6M +3% 47k 33.59
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eBay (EBAY) 0.1 $1.6M 36k 44.09
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4068594 Enphase Energy (ENPH) 0.1 $1.6M +85% 13k 120.15
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Snowflake Cl A (SNOW) 0.1 $1.6M +45% 10k 152.77
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Philip Morris International (PM) 0.1 $1.5M -4% 17k 92.58
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Ecolab (ECL) 0.1 $1.5M -5% 9.0k 169.40
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Parker-Hannifin Corporation (PH) 0.1 $1.5M NEW 3.9k 389.52
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Air Products & Chemicals (APD) 0.1 $1.5M +8% 5.4k 283.40
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Autodesk (ADSK) 0.0 $1.5M +127% 7.2k 206.91
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Lowe's Companies (LOW) 0.0 $1.5M +3% 7.1k 207.84
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Ormat Technologies (ORA) 0.0 $1.5M +28% 21k 69.92
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $1.5M 61k 23.94
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Te Connectivity SHS (TEL) 0.0 $1.4M 12k 123.53
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Mastercard Incorporated Cl A (MA) 0.0 $1.4M +16% 3.6k 395.91
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $1.4M +3% 28k 50.16
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Hartford Financial Services (HIG) 0.0 $1.4M 20k 70.91
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Fifth Third Ban (FITB) 0.0 $1.4M +3% 54k 25.33
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Truist Financial Corp equities (TFC) 0.0 $1.4M 48k 28.61
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Sea Sponsord Ads (SE) 0.0 $1.3M +7% 30k 43.95
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CECO Environmental (CECO) 0.0 $1.3M 82k 15.97
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Chemed Corp Com Stk (CHE) 0.0 $1.3M 2.5k 519.70
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Remitly Global (RELY) 0.0 $1.2M 49k 25.22
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $1.2M +8% 25k 50.07
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Tetra Tech (TTEK) 0.0 $1.2M -2% 8.1k 152.03
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Hologic (HOLX) 0.0 $1.2M -21% 17k 69.40
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Ally Financial (ALLY) 0.0 $1.2M -2% 44k 26.68
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W.W. Grainger (GWW) 0.0 $1.2M 1.7k 691.84
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.2M -10% 6.8k 171.45
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Past Filings by Bailard

SEC 13F filings are viewable for Bailard going back to 2010

View all past filings