Centricity Wealth Management
Latest statistics and disclosures from Centricity Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002054645
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Positions held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Centricity Wealth Management
Centricity Wealth Management holds 454 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fdss&p 500 Etf Etf (VOO) | 13.9 | $15M | 28k | 538.81 |
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J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST) | 4.3 | $4.6M | 92k | 50.37 |
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Ishares Tribds Dec28 Etf Eft (IBDT) | 4.2 | $4.5M | 182k | 24.90 |
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Ishares Trcore S&p500 Etf Eft (IVV) | 4.0 | $4.3M | 7.3k | 588.68 |
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Ishares Tribonds 27 Etf Eft (IBDS) | 3.7 | $3.9M | 165k | 23.96 |
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Ishares Trmsci Eafe Etf Eft (EFA) | 3.6 | $3.9M | 51k | 75.61 |
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Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG) | 2.9 | $3.1M | 8.6k | 366.06 |
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Vanguard Index Fdstotal Stk Mkt Etf (VTI) | 2.8 | $3.0M | 10k | 289.81 |
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Ishares Tribonds Dec2026 Eft (IBDR) | 2.7 | $2.9M | 119k | 24.07 |
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Spdr S&p 500 Etf Tr Eft (SPY) | 2.7 | $2.9M | 4.9k | 586.08 |
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Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV) | 2.6 | $2.8M | 15k | 184.51 |
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Spdr Gold Tr Etf (GLD) | 2.4 | $2.5M | 11k | 242.13 |
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Vanguard Specialized Fundsdiv App Etf Etf (VIG) | 2.3 | $2.5M | 13k | 195.83 |
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Ishares Trcore S&p Us Vlu Eft (IUSV) | 2.2 | $2.3M | 25k | 92.59 |
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Ishares Trcore Div Grwth Eft (DGRO) | 2.1 | $2.3M | 37k | 61.34 |
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Ishares Tribonds Dec 29 Eft (IBDU) | 1.6 | $1.7M | 74k | 22.80 |
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Microsoft Corporation (MSFT) | 1.6 | $1.7M | 4.0k | 421.52 |
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Amazon (AMZN) | 1.3 | $1.4M | 6.4k | 219.39 |
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Apple (AAPL) | 1.3 | $1.4M | 5.4k | 250.42 |
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Schwab Strategic Trus Dividend Eq Etf (SCHD) | 1.0 | $1.1M | 40k | 27.32 |
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Ishares Tribonds Dec 2030 Eft (IBDV) | 0.9 | $955k | 45k | 21.36 |
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Tractor Supply Company (TSCO) | 0.9 | $943k | 18k | 53.06 |
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Vanguard Index Fdsmid Cap Etf Etf (VO) | 0.9 | $930k | 3.5k | 264.13 |
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NVIDIA Corporation (NVDA) | 0.9 | $913k | 6.8k | 134.29 |
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Ishares Trcore Msci Euro Eft (IEUR) | 0.8 | $841k | 16k | 53.98 |
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Ishares Trcore S&p Scp Etf Eft (IJR) | 0.8 | $828k | 7.2k | 115.22 |
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Ishares Trcore S&p Ttl Stk Eft (ITOT) | 0.7 | $798k | 6.2k | 128.62 |
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Vanguard World Fdinf Tech Etf Etf (VGT) | 0.7 | $788k | 1.3k | 621.80 |
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Invesco Exchange Traded Fd Ts&p500 Eql Wgt Eft (RSP) | 0.7 | $786k | 4.5k | 175.23 |
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Visa (V) | 0.7 | $765k | 2.4k | 316.04 |
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Vanguard Star Fdsvg Tl Intl Stk F Etf (VXUS) | 0.7 | $733k | 12k | 58.93 |
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Vanguard Scottsdale Fdsvng Rus1000idx Etf (VONE) | 0.7 | $726k | 2.7k | 266.71 |
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Ishares Trcore S&p Mcp Etf Eft (IJH) | 0.7 | $725k | 12k | 62.31 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $719k | 3.0k | 239.71 |
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Eli Lilly & Co. (LLY) | 0.6 | $638k | 826.00 | 772.00 |
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Coca-Cola Company (KO) | 0.6 | $632k | 10k | 62.26 |
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Select Sector Spdr Trtechnology Etf (XLK) | 0.5 | $570k | 2.5k | 232.52 |
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Ishares Tribonds Dec 2031 Eft (IBDW) | 0.5 | $535k | 26k | 20.35 |
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Oracle Corporation (ORCL) | 0.5 | $533k | 3.2k | 166.64 |
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Norfolk Southern (NSC) | 0.5 | $510k | 2.2k | 234.70 |
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Home Depot (HD) | 0.5 | $498k | 1.3k | 388.95 |
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McKesson Corporation (MCK) | 0.5 | $488k | 856.00 | 569.91 |
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Alphabet Inc Class A cs (GOOGL) | 0.4 | $465k | 2.5k | 189.30 |
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Vanguard Scottsdale Fdsvng Rus1000val Etf (VONV) | 0.4 | $462k | 5.7k | 81.25 |
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Broadcom (AVGO) | 0.4 | $458k | 2.0k | 231.84 |
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Vanguard Scottsdale Fdsvng Rus1000grw Etf (VONG) | 0.4 | $422k | 4.1k | 103.31 |
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Costco Wholesale Corporation (COST) | 0.4 | $420k | 458.00 | 916.27 |
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Vanguard Scottsdale Fdsvng Rus2000idx Etf (VTWO) | 0.4 | $413k | 4.6k | 89.33 |
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Ishares Trselect Divid Etf Eft (DVY) | 0.4 | $407k | 3.1k | 131.29 |
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Wal-Mart Stores (WMT) | 0.4 | $402k | 4.4k | 90.36 |
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Procter & Gamble Company (PG) | 0.4 | $395k | 2.4k | 167.65 |
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Park National Corporation (PRK) | 0.4 | $389k | 2.3k | 171.41 |
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Ishares Trcore Msci Total Eft (IXUS) | 0.4 | $378k | 5.7k | 66.14 |
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Vanguard Admiral Fds Incmidcp 400 Idx Etf (IVOO) | 0.3 | $344k | 3.3k | 105.50 |
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Honeywell International (HON) | 0.3 | $341k | 1.5k | 225.89 |
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Automatic Data Processing (ADP) | 0.3 | $316k | 1.1k | 292.73 |
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Johnson & Johnson (JNJ) | 0.3 | $315k | 2.2k | 144.65 |
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Vanguard World Fdhealth Car Etf Etf (VHT) | 0.3 | $296k | 1.2k | 253.69 |
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Vanguard Intl Equity Index Fallwrld Ex Us Etf (VEU) | 0.3 | $281k | 4.9k | 57.41 |
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Ishares Trs&p 500 Grwt Etf Eft (IVW) | 0.3 | $280k | 2.8k | 101.53 |
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Ishares Trcore S&p Us Gwt Eft (IUSG) | 0.2 | $252k | 1.8k | 139.35 |
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Berkshire Hathaway (BRK.B) | 0.2 | $251k | 554.00 | 453.28 |
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Vanguard Index Fdssmall Cp Etf Etf (VB) | 0.2 | $251k | 1.0k | 240.28 |
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UnitedHealth (UNH) | 0.2 | $240k | 475.00 | 505.86 |
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Invesco Qqq Tr Etf (QQQ) | 0.2 | $240k | 470.00 | 511.23 |
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Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $231k | 673.00 | 342.65 |
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Danaher Corporation (DHR) | 0.2 | $225k | 978.00 | 229.55 |
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First Tr Exchange Traded Fd Nasdaq Cyb Etf Etf (CIBR) | 0.2 | $224k | 3.5k | 63.45 |
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Lowe's Companies (LOW) | 0.2 | $218k | 883.00 | 246.80 |
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Pepsi (PEP) | 0.2 | $209k | 1.4k | 152.06 |
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Alphabet Inc Class C cs (GOOG) | 0.2 | $202k | 1.1k | 190.38 |
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Taiwan Semiconductor Mfg (TSM) | 0.2 | $195k | 986.00 | 197.49 |
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Eaton (ETN) | 0.2 | $194k | 584.00 | 331.87 |
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Vanguard Index Fdsmcap Gr Idxvip Etf (VOT) | 0.2 | $193k | 759.00 | 253.75 |
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American Electric Power Company (AEP) | 0.2 | $191k | 2.1k | 92.21 |
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Ishares Trrus Top 200 Etf Eft (IWL) | 0.2 | $191k | 1.3k | 144.71 |
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Cisco Systems (CSCO) | 0.2 | $185k | 3.1k | 59.20 |
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Chevron Corporation (CVX) | 0.2 | $183k | 1.3k | 144.85 |
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Novo Nordisk A/S (NVO) | 0.2 | $178k | 2.1k | 86.02 |
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McDonald's Corporation (MCD) | 0.2 | $177k | 609.00 | 289.83 |
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Caterpillar (CAT) | 0.2 | $175k | 482.00 | 362.85 |
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American Express Company (AXP) | 0.2 | $172k | 581.00 | 296.79 |
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Abbvie (ABBV) | 0.2 | $170k | 958.00 | 177.70 |
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Tesla Motors (TSLA) | 0.2 | $169k | 419.00 | 403.84 |
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Lockheed Martin Corporation (LMT) | 0.2 | $169k | 348.00 | 485.94 |
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General Electric (GE) | 0.2 | $167k | 1.0k | 166.79 |
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Thermo Fisher Scientific (TMO) | 0.1 | $159k | 305.00 | 520.23 |
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Asml Holding (ASML) | 0.1 | $158k | 228.00 | 693.08 |
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United Parcel Service (UPS) | 0.1 | $149k | 1.2k | 126.10 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $143k | 1.1k | 131.08 |
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Waste Management (WM) | 0.1 | $143k | 708.00 | 201.79 |
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Paychex (PAYX) | 0.1 | $142k | 1.0k | 140.22 |
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Ishares Trmsci Emg Mkt Etf Eft (EEM) | 0.1 | $142k | 3.4k | 41.82 |
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Emerson Electric (EMR) | 0.1 | $131k | 1.1k | 123.93 |
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Spdr Ser Trs&p Divid Etf Etf (SDY) | 0.1 | $129k | 977.00 | 132.10 |
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Select Sector Spdr Trsbi Healthcare Etf (XLV) | 0.1 | $129k | 936.00 | 137.57 |
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Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $128k | 374.00 | 342.16 |
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Invesco Exch Trd Slf Idx Fdbulshs 2026 Cb Eft (BSCQ) | 0.1 | $127k | 6.5k | 19.43 |
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Netflix (NFLX) | 0.1 | $123k | 138.00 | 891.32 |
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Ishares Trmsci Usa Value Eft (VLUE) | 0.1 | $123k | 1.2k | 105.61 |
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Ishares Trrussell 2000 Etf Eft (IWM) | 0.1 | $122k | 553.00 | 220.96 |
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Vanguard Intl Equity Index Fftse Emr Mkt Etf Etf (VWO) | 0.1 | $120k | 2.7k | 44.04 |
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Ishares Tru.s. Tech Etf Eft (IYW) | 0.1 | $119k | 748.00 | 159.52 |
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Bristol Myers Squibb (BMY) | 0.1 | $115k | 2.0k | 56.55 |
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Blackrock (BLK) | 0.1 | $112k | 109.00 | 1025.11 |
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Amphenol Corporation (APH) | 0.1 | $111k | 1.6k | 69.45 |
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Vanguard Index Fdsvalue Etf Etf (VTV) | 0.1 | $110k | 650.00 | 169.30 |
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Ishares Trus Hlthcare Etf Eft (IYH) | 0.1 | $106k | 1.8k | 58.27 |
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Invesco Exchange Traded Fd Twater Res Etf Eft (PHO) | 0.1 | $106k | 1.6k | 65.79 |
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Spdr Index Shs Fdsportfolio Emg Mk Etf (SPEM) | 0.1 | $105k | 2.7k | 38.37 |
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Vanguard Index Fdsmcap Vl Idxvip Etf (VOE) | 0.1 | $103k | 636.00 | 161.77 |
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Vanguard Index Fdssm Cp Val Etf Etf (VBR) | 0.1 | $103k | 517.00 | 198.18 |
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Vaneck Etf Trustbdc Income Etf Etf (BIZD) | 0.1 | $102k | 6.1k | 16.63 |
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Comcast Corporation (CMCSA) | 0.1 | $102k | 2.7k | 37.53 |
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Chipotle Mexican Grill (CMG) | 0.1 | $101k | 1.7k | 60.30 |
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Ishares Trcore Msci Eafe Eft (IEFA) | 0.1 | $100k | 1.4k | 70.28 |
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Ishares Trrus 1000 Grw Etf Eft (IWF) | 0.1 | $96k | 240.00 | 401.58 |
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Target Corporation (TGT) | 0.1 | $96k | 710.00 | 135.18 |
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Vanguard World Fdutilities Etf Etf (VPU) | 0.1 | $95k | 583.00 | 163.42 |
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Uber Technologies (UBER) | 0.1 | $91k | 1.5k | 60.32 |
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Ge Vernova (GEV) | 0.1 | $91k | 276.00 | 328.93 |
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Facebook Inc cl a (META) | 0.1 | $91k | 155.00 | 585.51 |
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Vanguard Index Fdsextend Mkt Etf Etf (VXF) | 0.1 | $84k | 441.00 | 189.98 |
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Exxon Mobil Corporation (XOM) | 0.1 | $83k | 769.00 | 107.57 |
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Ishares Trtips Bd Etf Eft (TIP) | 0.1 | $82k | 770.00 | 106.55 |
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Servicenow (NOW) | 0.1 | $82k | 77.00 | 1060.12 |
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Pfizer (PFE) | 0.1 | $80k | 3.0k | 26.53 |
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International Business Machines (IBM) | 0.1 | $80k | 364.00 | 219.83 |
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Marsh & McLennan Companies (MMC) | 0.1 | $79k | 372.00 | 212.41 |
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Fiserv (FI) | 0.1 | $79k | 384.00 | 205.42 |
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Merck & Co (MRK) | 0.1 | $78k | 784.00 | 99.48 |
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Constellation Energy (CEG) | 0.1 | $77k | 346.00 | 223.71 |
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Timothy Planhig Dv Stk Etf Etf (TPHD) | 0.1 | $77k | 2.1k | 36.36 |
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Vanguard Scottsdale Fdsvng Rus3000idx Etf (VTHR) | 0.1 | $75k | 287.00 | 259.74 |
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World Fuel Services Corporation (WKC) | 0.1 | $74k | 2.7k | 27.51 |
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Parker-Hannifin Corporation (PH) | 0.1 | $74k | 116.00 | 636.03 |
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Walt Disney Company (DIS) | 0.1 | $72k | 650.00 | 111.35 |
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Ishares Incmsci World Etf Eft (URTH) | 0.1 | $70k | 450.00 | 155.50 |
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Ishares Trcore High Dv Etf Eft (HDV) | 0.1 | $70k | 622.00 | 112.26 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $67k | 94.00 | 712.33 |
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Cava Group Ord (CAVA) | 0.1 | $66k | 585.00 | 112.80 |
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Ishares Incmsci Jpn Etf Eft (EWJ) | 0.1 | $65k | 975.00 | 67.10 |
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Ishares Tribonds 26 Trm Ts Eft (IBTG) | 0.1 | $64k | 2.8k | 22.81 |
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Accenture (ACN) | 0.1 | $63k | 179.00 | 351.79 |
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Capital One Financial (COF) | 0.1 | $62k | 348.00 | 178.32 |
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Anthem (ELV) | 0.1 | $60k | 162.00 | 368.90 |
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Spdr Ser Trs&p 400 Mdcp Val Etf (MDYV) | 0.1 | $59k | 741.00 | 80.20 |
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Nextera Energy (NEE) | 0.1 | $59k | 827.00 | 71.69 |
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Vanguard Tax-managed Fdsvan Ftse Dev Mkt Etf (VEA) | 0.1 | $58k | 1.2k | 47.82 |
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Goldman Sachs Etf Tr Eft (GSLC) | 0.1 | $58k | 500.00 | 115.18 |
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CSX Corporation (CSX) | 0.1 | $57k | 1.8k | 32.27 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $57k | 141.00 | 402.70 |
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Vanguard World Fdindustrial Etf Etf (VIS) | 0.1 | $57k | 223.00 | 254.39 |
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J P Morgan Exchange Traded Fequity Premium Etf (JEPI) | 0.1 | $56k | 974.00 | 57.53 |
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NewMarket Corporation (NEU) | 0.1 | $56k | 106.00 | 528.35 |
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Ishares Gold Trishares Eft (IAU) | 0.1 | $56k | 1.1k | 49.51 |
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Abbott Laboratories (ABT) | 0.1 | $55k | 489.00 | 113.11 |
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Trane Technologies (TT) | 0.1 | $55k | 149.00 | 369.35 |
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Ishares Trishares Biotech Eft (IBB) | 0.1 | $55k | 415.00 | 132.21 |
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Vanguard World Fdenergy Etf Etf (VDE) | 0.1 | $55k | 449.00 | 121.31 |
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Texas Instruments Incorporated (TXN) | 0.1 | $54k | 287.00 | 187.51 |
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Ishares Trrus Tp200 Vl Etf Eft (IWX) | 0.1 | $54k | 680.00 | 79.03 |
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Raytheon Technologies Corp (RTX) | 0.0 | $52k | 450.00 | 115.72 |
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Wells Fargo & Company (WFC) | 0.0 | $52k | 733.00 | 70.24 |
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Union Pacific Corporation (UNP) | 0.0 | $51k | 223.00 | 228.04 |
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Ishares Treafe Grwth Etf Eft (EFG) | 0.0 | $51k | 522.00 | 96.83 |
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Ishares Trrus 2000 Val Etf Eft (IWN) | 0.0 | $49k | 300.00 | 164.17 |
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Goldman Sachs (GS) | 0.0 | $49k | 86.00 | 572.62 |
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Texas Cap Tex Equity Index E Etf (TXS) | 0.0 | $49k | 1.5k | 32.57 |
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O'reilly Automotive (ORLY) | 0.0 | $49k | 41.00 | 1185.80 |
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Spdr Index Shs Fdsmsci Eafe Strtgc Etf (QEFA) | 0.0 | $49k | 670.00 | 72.51 |
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Carrier Global Corporation (CARR) | 0.0 | $49k | 711.00 | 68.26 |
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Vanguard Whitehall Fdshigh Div Yld Etf (VYM) | 0.0 | $49k | 380.00 | 127.59 |
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PPG Industries (PPG) | 0.0 | $48k | 400.00 | 119.45 |
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Intuitive Surgical (ISRG) | 0.0 | $48k | 91.00 | 521.96 |
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Applied Materials (AMAT) | 0.0 | $47k | 290.00 | 162.63 |
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Ishares Trgl Clean Ene Etf Eft (ICLN) | 0.0 | $47k | 4.1k | 11.38 |
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At&t (T) | 0.0 | $46k | 2.0k | 22.77 |
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Ishares Trrus 1000 Val Etf Eft (IWD) | 0.0 | $46k | 250.00 | 185.13 |
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Ishares Silver Trishares Eft (SLV) | 0.0 | $46k | 1.8k | 26.33 |
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Mondelez Int (MDLZ) | 0.0 | $46k | 766.00 | 59.75 |
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Advanced Micro Devices (AMD) | 0.0 | $44k | 364.00 | 120.79 |
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Packaging Corporation of America (PKG) | 0.0 | $44k | 195.00 | 225.13 |
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Ge Healthcare Technologies I (GEHC) | 0.0 | $44k | 560.00 | 78.18 |
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General Dynamics Corporation (GD) | 0.0 | $44k | 166.00 | 263.49 |
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Twilio Inc cl a (TWLO) | 0.0 | $44k | 403.00 | 108.08 |
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CoStar (CSGP) | 0.0 | $40k | 560.00 | 71.59 |
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Ishares Tribonds Dec 2032 Eft (IBDX) | 0.0 | $40k | 1.6k | 24.58 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $40k | 514.00 | 76.83 |
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Consolidated Edison (ED) | 0.0 | $39k | 441.00 | 89.31 |
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Aon (AON) | 0.0 | $39k | 108.00 | 359.16 |
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Albemarle Corporation (ALB) | 0.0 | $39k | 450.00 | 86.08 |
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Ishares Trrus 1000 Etf Eft (IWB) | 0.0 | $39k | 120.00 | 322.16 |
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J P Morgan Exchange Traded Factive Value Etf Etf (JAVA) | 0.0 | $39k | 610.00 | 63.30 |
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Gorman-Rupp Company (GRC) | 0.0 | $38k | 997.00 | 37.92 |
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Globant S A (GLOB) | 0.0 | $38k | 176.00 | 214.42 |
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Digital Realty Trust (DLR) | 0.0 | $37k | 210.00 | 177.33 |
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Starbucks Corporation (SBUX) | 0.0 | $37k | 400.00 | 91.25 |
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Valvoline Inc Common (VVV) | 0.0 | $36k | 1.0k | 36.18 |
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Duke Energy (DUK) | 0.0 | $36k | 332.00 | 107.74 |
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Constellation Brands (STZ) | 0.0 | $35k | 159.00 | 221.00 |
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Etf Ser Solutions Etf (DSTL) | 0.0 | $35k | 639.00 | 54.92 |
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West Pharmaceutical Services (WST) | 0.0 | $35k | 106.00 | 327.56 |
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Quanta Services (PWR) | 0.0 | $34k | 109.00 | 316.05 |
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Corteva (CTVA) | 0.0 | $34k | 594.00 | 56.96 |
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Ishares Trs&p 500 Val Etf Eft (IVE) | 0.0 | $34k | 176.00 | 190.88 |
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Square Inc cl a (SQ) | 0.0 | $34k | 395.00 | 84.99 |
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Ishares Trglb Infrastr Etf Eft (IGF) | 0.0 | $34k | 640.00 | 52.27 |
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Otis Worldwide Corp (OTIS) | 0.0 | $33k | 355.00 | 92.61 |
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Timothy Planintl Etf Etf (TPIF) | 0.0 | $32k | 1.2k | 26.58 |
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Kroger (KR) | 0.0 | $32k | 525.00 | 61.15 |
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Rollins (ROL) | 0.0 | $31k | 659.00 | 46.35 |
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Stryker Corporation (SYK) | 0.0 | $30k | 84.00 | 360.05 |
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Prologis (PLD) | 0.0 | $30k | 285.00 | 105.70 |
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Humana (HUM) | 0.0 | $30k | 118.00 | 253.71 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $30k | 172.00 | 172.42 |
|
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Cytokinetics (CYTK) | 0.0 | $29k | 624.00 | 47.04 |
|
|
Prudential Financial (PRU) | 0.0 | $29k | 247.00 | 118.53 |
|
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Qualcomm (QCOM) | 0.0 | $29k | 186.00 | 153.62 |
|
|
Verisk Analytics (VRSK) | 0.0 | $28k | 101.00 | 275.43 |
|
|
Colgate-Palmolive Company (CL) | 0.0 | $27k | 300.00 | 90.91 |
|
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ConocoPhillips (COP) | 0.0 | $27k | 275.00 | 99.17 |
|
|
International Paper Company (IP) | 0.0 | $26k | 488.00 | 53.81 |
|
|
Spdr Ser Trs&p 400 Mdcp Grw Etf (MDYG) | 0.0 | $26k | 300.00 | 86.89 |
|
|
Marvell Technology (MRVL) | 0.0 | $26k | 231.00 | 110.45 |
|
|
Amgen (AMGN) | 0.0 | $25k | 97.00 | 260.64 |
|
|
Veeva Sys Inccl A Etf (VEEV) | 0.0 | $25k | 120.00 | 210.25 |
|
|
Ishares Tribonds Dec25 Etf Eft (IBDQ) | 0.0 | $25k | 1.0k | 25.05 |
|
|
Kinder Morgan (KMI) | 0.0 | $25k | 906.00 | 27.40 |
|
|
Sap (SAP) | 0.0 | $25k | 100.00 | 246.21 |
|
|
J P Morgan Exchange Traded Fshort Dura Core Etf (JSCP) | 0.0 | $25k | 525.00 | 46.63 |
|
|
Sherwin-Williams Company (SHW) | 0.0 | $25k | 72.00 | 339.93 |
|
|
Corning Incorporated (GLW) | 0.0 | $24k | 500.00 | 47.52 |
|
|
Reliance Steel & Aluminum (RS) | 0.0 | $24k | 88.00 | 269.26 |
|
|
Ishares Trmrgstr Md Cp Etf Eft (IMCB) | 0.0 | $24k | 308.00 | 76.15 |
|
|
ResMed (RMD) | 0.0 | $23k | 102.00 | 228.69 |
|
|
3M Company (MMM) | 0.0 | $23k | 178.00 | 129.09 |
|
|
Select Sector Spdr Trindl Etf (XLI) | 0.0 | $23k | 174.00 | 131.76 |
|
|
Lennar Corporation (LEN) | 0.0 | $23k | 165.00 | 136.37 |
|
|
Te Connectivity (TEL) | 0.0 | $22k | 157.00 | 142.97 |
|
|
Snap-on Incorporated (SNA) | 0.0 | $22k | 66.00 | 339.48 |
|
|
Spdr Ser Trportfoli S&p1500 Etf (SPTM) | 0.0 | $22k | 308.00 | 71.43 |
|
|
GSK (GSK) | 0.0 | $22k | 650.00 | 33.80 |
|
|
Chubb (CB) | 0.0 | $22k | 78.00 | 276.29 |
|
|
Wix (WIX) | 0.0 | $22k | 100.00 | 214.55 |
|
|
Ishares Inccore Msci Emkt Eft (IEMG) | 0.0 | $21k | 408.00 | 52.22 |
|
|
Vanguard Intl Equity Index Ftt Wrld St Etf Etf (VT) | 0.0 | $21k | 180.00 | 117.48 |
|
|
Intuit (INTU) | 0.0 | $21k | 33.00 | 628.52 |
|
|
Select Sector Spdr Trenergy Etf (XLE) | 0.0 | $21k | 240.00 | 85.66 |
|
|
Veralto Corp (VLTO) | 0.0 | $21k | 201.00 | 101.85 |
|
|
Adobe Systems Incorporated (ADBE) | 0.0 | $21k | 46.00 | 444.67 |
|
|
S&p Global (SPGI) | 0.0 | $20k | 41.00 | 498.02 |
|
|
Novartis (NVS) | 0.0 | $20k | 202.00 | 97.31 |
|
|
Wisdomtree Tr Us Largecap Divd Eft (DLN) | 0.0 | $19k | 250.00 | 77.79 |
|
|
Cardinal Health (CAH) | 0.0 | $19k | 164.00 | 118.27 |
|
|
Spdr Ser Traerospace Def Etf (XAR) | 0.0 | $19k | 115.00 | 165.82 |
|
|
Vanguard Intl Equity Index Fftse Europe Etf Etf (VGK) | 0.0 | $19k | 300.00 | 63.47 |
|
|
Rio Tinto (RIO) | 0.0 | $19k | 321.00 | 58.81 |
|
|
Truist Financial Corp equities (TFC) | 0.0 | $19k | 431.00 | 43.38 |
|
|
Unilever (UL) | 0.0 | $19k | 329.00 | 56.70 |
|
|
Tradeweb Markets (TW) | 0.0 | $18k | 140.00 | 130.92 |
|
|
Ferrari Nv Ord (RACE) | 0.0 | $18k | 43.00 | 424.84 |
|
|
Spdr Ser Trportfolio S&p500 Etf (SPLG) | 0.0 | $18k | 264.00 | 68.94 |
|
|
Nuscale PWR Corp (SMR) | 0.0 | $18k | 1.0k | 17.93 |
|
|
salesforce (CRM) | 0.0 | $18k | 53.00 | 334.32 |
|
|
Vanguard Index Fdsgrowth Etf Etf (VUG) | 0.0 | $18k | 43.00 | 410.44 |
|
|
Fidelity Covington Trust Etf (FENI) | 0.0 | $18k | 637.00 | 27.53 |
|
|
Rbc Cad (RY) | 0.0 | $18k | 145.00 | 120.51 |
|
|
Dow (DOW) | 0.0 | $17k | 430.00 | 40.13 |
|
|
Ishares Trglob Hlthcre Etf Eft (IXJ) | 0.0 | $17k | 200.00 | 85.97 |
|
|
FedEx Corporation (FDX) | 0.0 | $17k | 61.00 | 281.33 |
|
|
Canadian Pacific Kansas City (CP) | 0.0 | $17k | 237.00 | 72.37 |
|
|
United Rentals (URI) | 0.0 | $17k | 24.00 | 704.46 |
|
|
Rb Global (RBA) | 0.0 | $17k | 185.00 | 90.21 |
|
|
Nxp Semiconductors N V (NXPI) | 0.0 | $17k | 80.00 | 207.85 |
|
|
McCormick & Company, Incorporated (MKC) | 0.0 | $17k | 218.00 | 76.24 |
|
|
Coinbase Global (COIN) | 0.0 | $16k | 65.00 | 248.31 |
|
|
Grand Canyon Education (LOPE) | 0.0 | $16k | 98.00 | 163.80 |
|
|
MasterCard Incorporated (MA) | 0.0 | $16k | 30.00 | 526.57 |
|
|
Philip Morris International (PM) | 0.0 | $16k | 130.00 | 120.35 |
|
|
Dupont De Nemours (DD) | 0.0 | $16k | 205.00 | 76.25 |
|
|
Monolithic Power Systems (MPWR) | 0.0 | $15k | 26.00 | 591.69 |
|
|
Southern Company (SO) | 0.0 | $15k | 180.00 | 82.32 |
|
|
Marriott International (MAR) | 0.0 | $15k | 53.00 | 278.94 |
|
|
Keysight Technologies (KEYS) | 0.0 | $15k | 92.00 | 160.63 |
|
|
AFLAC Incorporated (AFL) | 0.0 | $15k | 141.00 | 103.44 |
|
|
Robert Half International (RHI) | 0.0 | $15k | 206.00 | 70.46 |
|
|
Public Storage (PSA) | 0.0 | $14k | 48.00 | 299.44 |
|
|
Metropcs Communications (TMUS) | 0.0 | $14k | 65.00 | 220.72 |
|
|
Zillow Group Inc Cl A (ZG) | 0.0 | $14k | 200.00 | 70.85 |
|
|
Trimble Navigation (TRMB) | 0.0 | $14k | 200.00 | 70.66 |
|
|
Altria (MO) | 0.0 | $14k | 262.00 | 52.29 |
|
|
Analog Devices (ADI) | 0.0 | $14k | 64.00 | 212.45 |
|
|
Travelers Companies (TRV) | 0.0 | $14k | 56.00 | 240.89 |
|
|
Autodesk (ADSK) | 0.0 | $13k | 45.00 | 295.58 |
|
|
Synopsys (SNPS) | 0.0 | $13k | 27.00 | 485.37 |
|
|
AstraZeneca (AZN) | 0.0 | $13k | 200.00 | 65.52 |
|
|
C.H. Robinson Worldwide (CHRW) | 0.0 | $13k | 126.00 | 103.32 |
|
|
Tapestry (TPR) | 0.0 | $13k | 196.00 | 65.33 |
|
|
General Mills (GIS) | 0.0 | $13k | 200.00 | 63.77 |
|
|
Zebra Technologies (ZBRA) | 0.0 | $13k | 33.00 | 386.21 |
|
|
AES Corporation (AES) | 0.0 | $13k | 985.00 | 12.87 |
|
|
Cintas Corporation (CTAS) | 0.0 | $13k | 69.00 | 182.70 |
|
|
Cyberark Software (CYBR) | 0.0 | $12k | 37.00 | 333.16 |
|
|
Pure Storage Inc - Class A (PSTG) | 0.0 | $12k | 200.00 | 61.43 |
|
|
Paypal Holdings (PYPL) | 0.0 | $12k | 140.00 | 85.35 |
|
|
Crown Castle Intl (CCI) | 0.0 | $12k | 131.00 | 90.63 |
|
|
Worthington Industries (WOR) | 0.0 | $12k | 292.00 | 40.11 |
|
|
Putnam Etf Trust Focused Lar Cap Etf (PVAL) | 0.0 | $12k | 315.00 | 37.12 |
|
|
Genuine Parts Company (GPC) | 0.0 | $12k | 100.00 | 116.76 |
|
|
Ares Management Corporation cl a com stk (ARES) | 0.0 | $12k | 65.00 | 177.03 |
|
|
Ross Stores (ROST) | 0.0 | $11k | 74.00 | 151.27 |
|
|
Wisdomtree Trjapn Hedge Eqt Eft (DXJ) | 0.0 | $11k | 100.00 | 110.29 |
|
|
Spdr Ser Trportfolio S&p600 Etf (SPSM) | 0.0 | $11k | 245.00 | 44.92 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $11k | 244.00 | 44.89 |
|
|
Ares Capital Corporation (ARCC) | 0.0 | $11k | 500.00 | 21.89 |
|
|
Select Sector Spdr Trfinancial Etf (XLF) | 0.0 | $11k | 226.00 | 48.33 |
|
|
Morgan Stanley (MS) | 0.0 | $11k | 86.00 | 125.72 |
|
|
Snap Inc cl a (SNAP) | 0.0 | $11k | 990.00 | 10.77 |
|
|
Synchrony Financial (SYF) | 0.0 | $11k | 163.00 | 65.00 |
|
|
Vanguard Bd Index Fdstotal Bnd Mrkt Etf (BND) | 0.0 | $11k | 147.00 | 71.91 |
|
|
Entergy Corporation (ETR) | 0.0 | $10k | 137.00 | 75.82 |
|
|
Verizon Communications (VZ) | 0.0 | $10k | 258.00 | 39.99 |
|
|
Ishares Trus Infrastruc Eft (IFRA) | 0.0 | $10k | 222.00 | 46.29 |
|
|
Delta Air Lines (DAL) | 0.0 | $10k | 168.00 | 60.50 |
|
|
J P Morgan Exchange Traded Fincome Etf Etf (JPIE) | 0.0 | $9.9k | 218.00 | 45.62 |
|
|
Ishares Trmsci China A Eft (CNYA) | 0.0 | $9.9k | 355.00 | 27.90 |
|
|
Occidental Petroleum Corporation (OXY) | 0.0 | $9.9k | 200.00 | 49.41 |
|
|
Mettler-Toledo International (MTD) | 0.0 | $9.8k | 8.00 | 1223.62 |
|
|
Ametek (AME) | 0.0 | $9.7k | 54.00 | 180.26 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $9.7k | 34.00 | 283.85 |
|
|
First Tr Exchange Traded Fd Cloud Computing Etf (SKYY) | 0.0 | $9.6k | 81.00 | 119.12 |
|
|
Live Nation Entertainment (LYV) | 0.0 | $9.6k | 74.00 | 129.50 |
|
|
IDEXX Laboratories (IDXX) | 0.0 | $9.5k | 23.00 | 413.43 |
|
|
Outset Med (OM) | 0.0 | $9.4k | 8.5k | 1.11 |
|
|
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $9.3k | 50.00 | 186.70 |
|
|
Worthington Stl (WS) | 0.0 | $9.3k | 292.00 | 31.82 |
|
|
Invesco Exch Traded Fd Tr Iis&p 500 Hb Etf Eft (SPHB) | 0.0 | $9.2k | 104.00 | 88.65 |
|
|
Citigroup (C) | 0.0 | $9.2k | 130.00 | 70.39 |
|
|
Sirius XM Holdings (SIRI) | 0.0 | $9.0k | 393.00 | 22.80 |
|
|
Principal Financial (PFG) | 0.0 | $8.9k | 115.00 | 77.41 |
|
|
Darden Restaurants (DRI) | 0.0 | $8.8k | 47.00 | 186.68 |
|
|
Shopify Inc cl a (SHOP) | 0.0 | $8.5k | 80.00 | 106.33 |
|
|
Warner Bros. Discovery (WBD) | 0.0 | $8.5k | 800.00 | 10.57 |
|
|
Public Service Enterprise (PEG) | 0.0 | $8.4k | 100.00 | 84.49 |
|
|
Invesco Exch Traded Fd Tr Iinasdaq 100 Etf Eft (QQQM) | 0.0 | $8.4k | 40.00 | 210.45 |
|
|
Columbia Etf Tr Ii Etf (INCO) | 0.0 | $8.4k | 130.00 | 64.43 |
|
|
Anheuser-Busch InBev NV (BUD) | 0.0 | $8.0k | 160.00 | 50.07 |
|
|
Icon (ICLR) | 0.0 | $8.0k | 38.00 | 209.71 |
|
|
Monster Beverage Corp (MNST) | 0.0 | $7.9k | 150.00 | 52.56 |
|
|
Air Products & Chemicals (APD) | 0.0 | $7.8k | 27.00 | 290.04 |
|
|
Steris Plc Ord equities (STE) | 0.0 | $7.8k | 38.00 | 205.55 |
|
|
Zoetis Inc Cl A (ZTS) | 0.0 | $7.7k | 47.00 | 162.94 |
|
|
Vanguard Index Fdsreal Estate Etf Etf (VNQ) | 0.0 | $7.6k | 85.00 | 89.08 |
|
|
Roku (ROKU) | 0.0 | $7.4k | 100.00 | 74.34 |
|
|
Copart (CPRT) | 0.0 | $7.3k | 128.00 | 57.39 |
|
|
FirstEnergy (FE) | 0.0 | $7.3k | 183.00 |