Choate Investment Advisors

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

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Positions held by Choate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Choate Investment Advisors

Choate Investment Advisors holds 438 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 32.9 $1.7B +5% 2.6M 653.21
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Ishares Tr Intrm Gov Cr Etf (GVI) 4.6 $235M +5% 2.2M 106.68
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.6 $233M +4% 3.1M 75.10
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Ishares Core Msci Emkt (IEMG) 3.8 $197M +7363% 2.8M 69.75
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Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 3.3 $168M -32% 6.1M 27.57
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Apple (AAPL) 3.1 $158M 624k 253.79
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Spdr Series Trust State Street Spd (SPYX) 2.5 $126M 2.4M 53.03
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Microsoft Corporation (MSFT) 2.4 $120M 325k 370.17
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NVIDIA Corporation (NVDA) 2.2 $112M 642k 174.40
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Amazon (AMZN) 1.9 $99M 473k 208.27
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Alphabet Cap Stk Cl A (GOOGL) 1.7 $86M 297k 287.56
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Ishares Tr National Mun Etf (MUB) 1.5 $76M -38% 718k 106.15
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Alphabet Cap Stk Cl C (GOOG) 1.2 $63M 219k 286.86
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $60M 92k 650.34
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $55M 170k 320.81
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Wal-Mart Stores (WMT) 1.0 $52M -3% 416k 124.28
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JPMorgan Chase & Co. (JPM) 0.9 $47M +15% 161k 294.16
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Eli Lilly & Co. (LLY) 0.9 $47M +5% 51k 919.76
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Johnson & Johnson (JNJ) 0.9 $46M -3% 188k 244.44
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.9 $45M -3% 134k 337.95
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Home Depot (HD) 0.8 $43M -10% 132k 328.89
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $40M +9% 623k 64.08
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TJX Companies (TJX) 0.8 $40M -9% 249k 159.70
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $32M 68k 479.20
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Visa Com Cl A (V) 0.6 $32M 106k 302.24
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Abbott Laboratories (ABT) 0.6 $31M 304k 102.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $27M 46k 597.55
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Mastercard Incorporated Cl A (MA) 0.5 $27M 54k 499.66
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Meta Platforms Cl A (META) 0.5 $27M +8% 46k 572.13
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Broadcom (AVGO) 0.4 $23M +41% 74k 309.51
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $22M 287k 77.11
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Procter & Gamble Company (PG) 0.4 $22M -6% 150k 144.44
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Exxon Mobil Corporation (XOM) 0.4 $21M 125k 169.66
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Marsh & McLennan Companies (MRSH) 0.4 $21M 122k 173.45
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Linde SHS (LIN) 0.4 $21M +3% 42k 495.77
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Waste Connections (WCN) 0.3 $17M -2% 106k 162.44
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Abbvie (ABBV) 0.3 $16M +4% 75k 217.49
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $16M -2% 38k 426.40
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Quanta Services (PWR) 0.3 $16M 30k 549.02
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Spdr Gold Tr Gold Shs (GLD) 0.3 $16M -5% 37k 430.29
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Pepsi (PEP) 0.3 $16M -2% 102k 155.29
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Coca-Cola Company (KO) 0.3 $15M +15% 200k 76.05
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $15M -2% 338k 44.62
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Msci (MSCI) 0.3 $14M -3% 27k 539.01
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $14M 25k 577.18
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American Express Company (AXP) 0.3 $14M 47k 302.48
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Booking Holdings (BKNG) 0.3 $14M +4% 3.4k 4210.32
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Vanguard World Mega Cap Index (MGC) 0.3 $14M 58k 236.35
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $14M +10% 99k 138.32
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Canadian Natl Ry (CNI) 0.3 $13M -2% 127k 102.77
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Global X Fds S&p 500 Catholic (CATH) 0.3 $13M +794% 164k 78.15
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Progressive Corporation (PGR) 0.2 $13M 64k 198.24
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Merck & Co (MRK) 0.2 $12M +3% 102k 120.29
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $12M 16.00 718140.00
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Adobe Systems Incorporated (ADBE) 0.2 $11M -12% 46k 243.08
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Uber Technologies (UBER) 0.2 $11M +67% 152k 71.93
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $11M -2% 49k 215.06
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Netflix (NFLX) 0.2 $10M +172% 106k 96.15
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Emerson Electric (EMR) 0.2 $10M -2% 77k 131.02
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $9.9M 147k 67.53
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Automatic Data Processing (ADP) 0.2 $9.5M 47k 203.18
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Costco Wholesale Corporation (COST) 0.2 $9.5M -8% 9.6k 996.47
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Vulcan Materials Company (VMC) 0.2 $9.0M +15% 33k 272.30
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Enterprise Products Partners (EPD) 0.2 $8.8M -12% 232k 37.84
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Applied Materials (AMAT) 0.2 $8.7M 26k 341.79
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $8.3M -11% 43k 191.92
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Danaher Corporation (DHR) 0.2 $8.2M 43k 189.60
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Cisco Systems (CSCO) 0.2 $8.1M 104k 77.59
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Ecolab (ECL) 0.2 $7.9M -8% 30k 266.02
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Canadian Pacific Kansas City (CP) 0.2 $7.8M 99k 78.66
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Edwards Lifesciences (EW) 0.2 $7.8M -10% 97k 80.08
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Walt Disney Company (DIS) 0.2 $7.7M 80k 96.38
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Ishares Tr Expanded Tech (IGV) 0.2 $7.7M NEW 97k 80.05
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Global X Fds S&p Ex Us Etf (CEFA) 0.1 $7.5M NEW 203k 36.89
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ConocoPhillips (COP) 0.1 $7.0M -10% 53k 132.00
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McDonald's Corporation (MCD) 0.1 $6.9M -4% 22k 310.79
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Raytheon Technologies Corp (RTX) 0.1 $6.8M +15% 35k 192.90
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Caterpillar (CAT) 0.1 $6.7M 9.4k 708.45
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Spdr Series Trust State Street Spd (BILS) 0.1 $6.7M -13% 67k 99.44
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $6.1M +9% 66k 92.74
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Chevron Corporation (CVX) 0.1 $6.0M -15% 29k 206.90
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Ge Aerospace Com New (GE) 0.1 $6.0M 21k 283.77
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Ishares Msci Gbl Min Vol (ACWV) 0.1 $5.9M NEW 49k 119.51
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Newmont Mining Corporation (NEM) 0.1 $5.8M +5% 54k 108.25
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Ameriprise Financial (AMP) 0.1 $5.8M 13k 444.40
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $5.2M +8% 54k 97.13
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Amgen (AMGN) 0.1 $5.1M 15k 351.85
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Vanguard Index Fds Growth Etf (VUG) 0.1 $5.1M -6% 12k 436.80
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S&p Global (SPGI) 0.1 $5.0M -7% 12k 425.34
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Thermo Fisher Scientific (TMO) 0.1 $5.0M 10k 491.51
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International Business Machines (IBM) 0.1 $4.9M +2% 20k 242.39
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Ishares Gold Tr Ishares New (IAU) 0.1 $4.7M +35% 53k 88.16
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $4.7M -3% 32k 146.61
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Tesla Motors (TSLA) 0.1 $4.7M -6% 13k 371.75
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Novartis Sponsored Adr (NVS) 0.1 $4.7M -2% 31k 152.75
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Ge Vernova (GEV) 0.1 $4.6M 5.2k 872.88
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $4.6M +13% 50k 90.53
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Oracle Corporation (ORCL) 0.1 $4.5M +25% 30k 147.11
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Chubb (CB) 0.1 $4.5M 14k 325.93
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Hilton Worldwide Holdings (HLT) 0.1 $4.1M -3% 14k 304.08
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Pfizer (PFE) 0.1 $4.0M 144k 28.08
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Analog Devices (ADI) 0.1 $4.0M -8% 13k 318.14
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Union Pacific Corporation (UNP) 0.1 $4.0M +10% 16k 242.62
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Nextera Energy (NEE) 0.1 $4.0M 43k 92.88
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Aptar (ATR) 0.1 $3.9M -24% 31k 126.02
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Morgan Stanley Com New (MS) 0.1 $3.9M +19% 24k 164.57
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AFLAC Incorporated (AFL) 0.1 $3.9M 35k 109.71
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Select Sector Spdr Tr State Street Ind (XLI) 0.1 $3.9M 24k 161.73
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.8M 26k 148.10
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Lowe's Companies (LOW) 0.1 $3.8M 16k 236.28
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Alcon Ord Shs (ALC) 0.1 $3.7M -28% 50k 75.35
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Stryker Corporation (SYK) 0.1 $3.7M 11k 328.59
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Bank of America Corporation (BAC) 0.1 $3.6M +16% 75k 48.75
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3M Company (MMM) 0.1 $3.6M -6% 25k 145.23
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $3.6M 25k 142.43
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General Mills (GIS) 0.1 $3.5M 94k 37.22
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Deere & Company (DE) 0.1 $3.4M +15% 6.1k 563.31
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Goldman Sachs (GS) 0.1 $3.3M +2% 3.9k 846.09
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.3M 15k 217.25
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Intel Corporation (INTC) 0.1 $3.2M +3% 73k 44.13
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Tyler Technologies (TYL) 0.1 $3.2M -7% 9.4k 342.38
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Wells Fargo & Company (WFC) 0.1 $3.2M 40k 79.61
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Charles Schwab Corporation (SCHW) 0.1 $3.2M 34k 93.98
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BP Sponsored Adr (BP) 0.1 $3.2M +2% 68k 47.00
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.2M 103k 30.68
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Marathon Petroleum Corp (MPC) 0.1 $3.1M +8% 13k 244.18
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.1M 29k 106.50
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Illinois Tool Works (ITW) 0.1 $3.0M 12k 260.29
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.0M -8% 26k 113.11
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EOG Resources (EOG) 0.1 $2.8M -28% 20k 144.57
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.8M +135% 11k 261.91
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Bristol Myers Squibb (BMY) 0.1 $2.8M +2% 46k 60.65
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Vanguard World Health Car Etf (VHT) 0.1 $2.7M 10k 272.33
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Old Dominion Freight Line (ODFL) 0.1 $2.7M 14k 195.41
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Travelers Companies (TRV) 0.1 $2.6M 9.1k 291.68
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.6M -9% 26k 100.66
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.6M 13k 205.80
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Palo Alto Networks (PANW) 0.1 $2.6M -5% 16k 160.32
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Ishares Tr Ishares Biotech (IBB) 0.1 $2.6M 15k 168.85
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Corteva (CTVA) 0.1 $2.6M 31k 83.71
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Lam Research Corp Com New (LRCX) 0.1 $2.6M -7% 12k 213.66
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Medtronic SHS (MDT) 0.1 $2.6M 30k 86.65
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $2.6M -9% 28k 92.69
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Williams Companies (WMB) 0.0 $2.5M 35k 72.78
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Honeywell International (HON) 0.0 $2.5M 11k 226.02
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Ishares Gold Tr Shares Represent (IAUM) 0.0 $2.5M +25% 54k 46.70
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Illumina (ILMN) 0.0 $2.4M 19k 123.26
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Blackrock (BLK) 0.0 $2.3M 2.4k 961.78
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Fortinet (FTNT) 0.0 $2.3M 29k 81.72
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $2.3M -5% 37k 61.35
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Vanguard Index Fds Value Etf (VTV) 0.0 $2.3M 12k 196.20
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.3M -6% 11k 198.30
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Select Sector Spdr Tr State Street Uti (XLU) 0.0 $2.2M 48k 45.89
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.2M -5% 7.7k 287.18
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Air Products & Chemicals (APD) 0.0 $2.2M 7.5k 290.49
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Ishares Tr Broad Usd High (USHY) 0.0 $2.1M +20% 57k 36.84
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Citigroup Com New (C) 0.0 $2.1M +101% 19k 113.41
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Seaboard Corporation (SEB) 0.0 $2.0M +213% 361.00 5654.02
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Qnity Electronics Common Stock (Q) 0.0 $2.0M 18k 115.38
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $2.0M +158% 24k 82.57
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Mettler-Toledo International (MTD) 0.0 $2.0M -2% 1.6k 1261.20
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McKesson Corporation (MCK) 0.0 $2.0M 2.3k 865.36
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Texas Instruments Incorporated (TXN) 0.0 $2.0M +2% 10k 194.14
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UnitedHealth (UNH) 0.0 $2.0M 7.3k 270.57
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Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $1.9M +7% 19k 101.14
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International Flavors & Fragrances (IFF) 0.0 $1.9M 27k 72.55
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Colgate-Palmolive Company (CL) 0.0 $1.9M -5% 23k 85.23
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Cigna Corp (CI) 0.0 $1.9M +2% 7.2k 266.75
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Dover Corporation (DOV) 0.0 $1.9M +16% 9.3k 208.45
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.9M -2% 16k 124.31
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Spdr Series Trust State Street Spd (XHB) 0.0 $1.9M 20k 98.72
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United Parcel Svcs CL B (UPS) 0.0 $1.9M 20k 98.38
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Parker-Hannifin Corporation (PH) 0.0 $1.9M +2% 2.1k 895.24
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.9M +27% 24k 79.27
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Micron Technology (MU) 0.0 $1.9M +51% 5.6k 337.84
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SLB Com Stk (SLB) 0.0 $1.9M 37k 51.39
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.9M +5% 13k 138.37
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PNC Financial Services (PNC) 0.0 $1.8M -2% 8.7k 208.09
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $1.8M +155% 25k 71.73
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.8M 3.9k 446.49
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Eaton Corp SHS (ETN) 0.0 $1.7M 4.9k 357.70
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Kla Corp Com New (KLAC) 0.0 $1.7M +8% 1.1k 1472.41
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Allstate Corporation (ALL) 0.0 $1.7M -14% 8.0k 207.34
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Vontier Corporation (VNT) 0.0 $1.6M -39% 46k 35.47
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Dupont De Nemours (DD) 0.0 $1.6M 36k 45.80
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Spdr Series Trust State Street Spd (XBI) 0.0 $1.6M 13k 127.73
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Progress Software Corporation (PRGS) 0.0 $1.6M 62k 25.65
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.6M -11% 16k 97.23
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Northern Trust Corporation (NTRS) 0.0 $1.6M 11k 139.57
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GSK Sponsored Adr (GSK) 0.0 $1.5M +2% 28k 55.19
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Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $1.5M +6% 1.1k 1320.83
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Vanguard World Inf Tech Etf (VGT) 0.0 $1.5M 2.2k 697.72
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.5M -11% 6.0k 248.00
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.5M -7% 8.1k 184.29
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.5M +120% 27k 54.05
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.5M 17k 88.70
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.5M 4.9k 298.85
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $1.4M -4% 3.6k 391.76
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IDEXX Laboratories (IDXX) 0.0 $1.4M 2.4k 561.89
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Boeing Company (BA) 0.0 $1.3M 6.7k 199.03
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Intuitive Surgical Com New (ISRG) 0.0 $1.3M +8% 2.9k 461.03
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Vanguard World Mega Grwth Ind (MGK) 0.0 $1.3M 3.6k 367.41
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Corpay Com Shs (CPAY) 0.0 $1.3M 4.5k 290.99
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SYSCO Corporation (SYY) 0.0 $1.3M 18k 71.33
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $1.3M +3% 9.7k 132.90
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Advanced Micro Devices (AMD) 0.0 $1.3M +4% 6.3k 203.41
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Kkr & Co (KKR) 0.0 $1.3M 14k 92.50
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Select Sector Spdr Tr State Street Con (XLP) 0.0 $1.3M 15k 81.98
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.3M 3.5k 356.56
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Kroger (KR) 0.0 $1.2M -22% 17k 72.36
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $1.2M -2% 2.0k 616.76
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.2M 5.8k 213.67
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Capital One Financial (COF) 0.0 $1.2M +2% 6.7k 182.43
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Yum! Brands (YUM) 0.0 $1.2M 7.7k 155.48
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Vanguard World Materials Etf (VAW) 0.0 $1.2M 5.3k 225.33
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Comcast Corp Cl A (CMCSA) 0.0 $1.1M +53% 40k 28.71
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salesforce (CRM) 0.0 $1.1M -9% 6.1k 186.67
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O'reilly Automotive (ORLY) 0.0 $1.1M 12k 92.31
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Amphenol Corp Cl A (APH) 0.0 $1.1M 9.0k 126.35
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.1M -18% 9.9k 114.99
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Vanguard World Esg Us Corp Bd (VCEB) 0.0 $1.1M +151% 18k 62.83
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Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $1.1M -3% 3.8k 297.23
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eBay (EBAY) 0.0 $1.1M 13k 91.02
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Intuit (INTU) 0.0 $1.1M +2% 2.6k 432.38
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Ishares Tr Msci Intl Qualty (IQLT) 0.0 $1.1M 24k 46.23
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Nucor Corporation (NUE) 0.0 $1.1M +18% 6.5k 169.11
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American Tower Reit (AMT) 0.0 $1.1M -6% 6.3k 172.58
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Verizon Communications (VZ) 0.0 $1.1M +6% 21k 50.20
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Carrier Global Corporation (CARR) 0.0 $1.0M +10% 19k 56.31
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AutoZone (AZO) 0.0 $1.0M 309.00 3377.78
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At&t (T) 0.0 $1.0M +5% 36k 28.99
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Bio-techne Corporation (TECH) 0.0 $1.0M 20k 52.26
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Marriott Intl Cl A (MAR) 0.0 $1.0M +2% 3.1k 327.07
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $994k 7.8k 128.12
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Rockwell Automation (ROK) 0.0 $993k 2.8k 358.88
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Texas Pacific Land Corp (TPL) 0.0 $992k 2.1k 474.56
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Novo-nordisk A S Adr (NVO) 0.0 $982k -26% 27k 36.75
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Unilever Spon Adr New (UL) 0.0 $977k 17k 56.97
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Waste Management (WM) 0.0 $963k +4% 4.2k 229.81
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Qualcomm (QCOM) 0.0 $960k -40% 7.5k 128.78
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Corning Incorporated (GLW) 0.0 $959k 7.1k 135.97
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $937k 22k 42.49
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $928k -8% 11k 82.43
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Astrazeneca Ord (AZN) 0.0 $923k NEW 4.7k 196.94
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Northrop Grumman Corporation (NOC) 0.0 $911k 1.3k 682.24
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $898k 5.0k 181.42
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Shell Spon Ads (SHEL) 0.0 $887k -4% 9.5k 93.00
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Spdr Series Trust State Street Spd (BIL) 0.0 $874k -45% 9.5k 91.64
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Vanguard World Utilities Etf (VPU) 0.0 $868k 4.4k 198.13
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L3harris Technologies (LHX) 0.0 $858k +6% 2.5k 345.15
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Vistra Energy (VST) 0.0 $847k -14% 5.6k 150.34
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Fiserv (FISV) 0.0 $843k -60% 15k 55.80
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Ishares Tr Select Divid Etf (DVY) 0.0 $831k 5.5k 151.41
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Prologis (PLD) 0.0 $825k 6.2k 132.18
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Samsara Com Cl A (IOT) 0.0 $822k 26k 31.69
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Moody's Corporation (MCO) 0.0 $811k -8% 1.9k 436.25
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $793k +3% 21k 38.42
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Vanguard World Consum Stp Etf (VDC) 0.0 $786k 3.5k 224.59
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Hershey Company (HSY) 0.0 $784k 3.8k 207.89
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CSX Corporation (CSX) 0.0 $772k +2% 19k 41.05
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Norfolk Southern (NSC) 0.0 $768k -2% 2.7k 287.00
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Roper Industries (ROP) 0.0 $756k -6% 2.1k 353.86
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Philip Morris International (PM) 0.0 $753k -7% 4.6k 165.34
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Paccar (PCAR) 0.0 $733k 6.3k 115.50
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Altria (MO) 0.0 $728k +15% 11k 65.99
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Hologic 0.0 $725k -29% 9.6k 75.59
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Republic Services (RSG) 0.0 $722k +4% 3.3k 219.04
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American Water Works (AWK) 0.0 $695k -6% 5.1k 136.09
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Constellation Energy (CEG) 0.0 $694k +4% 2.5k 279.25
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Valero Energy Corporation (VLO) 0.0 $692k NEW 2.8k 247.08
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Lockheed Martin Corporation (LMT) 0.0 $691k +2% 1.1k 604.39
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Chipotle Mexican Grill (CMG) 0.0 $688k 22k 32.01
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Autodesk (ADSK) 0.0 $684k -13% 2.9k 239.40
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General Dynamics Corporation (GD) 0.0 $661k -9% 1.9k 343.22
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Liberty Live Holdings Com Shs Ser C (LLYVK) 0.0 $659k 7.0k 94.11
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Globe Life (GL) 0.0 $655k 4.7k 139.17
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Iqvia Holdings (IQV) 0.0 $655k -62% 3.8k 170.54
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Servicenow (NOW) 0.0 $650k +6% 6.2k 104.55
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Weyerhaeuser Com New (WY) 0.0 $639k +8% 26k 24.43
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Freeport Mcmoran CL B (FCX) 0.0 $637k +2% 11k 58.78
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $633k -10% 6.4k 99.27
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Arista Networks Com Shs (ANET) 0.0 $625k +10% 5.1k 122.78
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CVS Caremark Corporation (CVS) 0.0 $623k -10% 8.7k 71.82
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Teradyne (TER) 0.0 $613k -10% 2.1k 296.48
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Clorox Company (CLX) 0.0 $607k -2% 5.9k 103.63
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Constellation Brands Cl A (STZ) 0.0 $601k -4% 4.0k 150.00
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Trane Technologies SHS (TT) 0.0 $583k +17% 1.4k 416.74
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Intercontinental Exchange (ICE) 0.0 $582k -4% 3.7k 157.28
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Select Sector Spdr Tr State Street Com (XLC) 0.0 $574k 5.2k 110.86
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $573k 5.1k 111.37
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $570k 12k 47.53
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Nike CL B (NKE) 0.0 $570k -13% 11k 52.82
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Gilead Sciences (GILD) 0.0 $552k +8% 4.0k 139.37
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Siriusxm Holdings Common Stock (SIRI) 0.0 $545k 24k 23.08
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TransDigm Group Incorporated (TDG) 0.0 $540k 466.00 1158.96
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Bhp Billiton Sponsored Ads (BHP) 0.0 $527k 7.2k 72.74
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Mondelez Intl Cl A (MDLZ) 0.0 $522k -2% 9.1k 57.64
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Ishares Tr Morningstr Us Eq (ILCB) 0.0 $516k 5.7k 89.86
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $513k 2.2k 234.03
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $510k 1.1k 463.26
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Arthur J. Gallagher & Co. (AJG) 0.0 $505k 2.3k 216.58
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $485k -19% 9.8k 49.37
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LeMaitre Vascular (LMAT) 0.0 $485k -7% 4.4k 109.17
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Fastenal Company (FAST) 0.0 $476k -2% 10k 46.40
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Palantir Technologies Cl A (PLTR) 0.0 $475k 3.2k 146.28
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Metropcs Communications (TMUS) 0.0 $464k +5% 2.2k 210.03
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Vanguard World Consum Dis Etf (VCR) 0.0 $461k 1.3k 358.98
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $460k 5.6k 82.49
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $460k 4.5k 102.25
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Ishares Tr Core Msci Intl (IDEV) 0.0 $459k 5.5k 83.57
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D.R. Horton (DHI) 0.0 $459k -2% 3.3k 137.21
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Stanley Black & Decker (SWK) 0.0 $450k 6.3k 71.06
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $446k -33% 1.5k 302.25
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Sherwin-Williams Company (SHW) 0.0 $437k 1.4k 320.63
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $437k +3% 1.3k 328.66
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Select Sector Spdr Tr State Street Con (XLY) 0.0 $436k 4.0k 108.98
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Yum China Holdings (YUMC) 0.0 $435k -3% 8.9k 48.78
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Cme (CME) 0.0 $428k +4% 1.5k 295.35
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $426k 3.6k 118.62
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $424k -49% 12k 36.81
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American Electric Power Company (AEP) 0.0 $423k 3.2k 131.08
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Paychex (PAYX) 0.0 $422k -4% 4.6k 92.12
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $421k 7.4k 56.68
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Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $421k 4.7k 89.33
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Howmet Aerospace (HWM) 0.0 $418k +8% 1.8k 230.46
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Otis Worldwide Corp (OTIS) 0.0 $417k +20% 5.4k 77.08
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Cummins (CMI) 0.0 $415k +17% 771.00 538.02
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State Street Corporation (STT) 0.0 $407k -8% 3.2k 126.56
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $396k +5% 3.2k 125.46
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Kimberly-Clark Corporation (KMB) 0.0 $395k -4% 4.1k 96.47
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $394k 1.9k 208.05
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Skyworks Solutions (SWKS) 0.0 $392k -18% 7.3k 53.55
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Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.0 $389k 7.1k 55.10
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Boston Scientific Corporation (BSX) 0.0 $385k -14% 6.1k 62.75
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Te Connectivity Ord Shs (TEL) 0.0 $383k 1.8k 209.02
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Cintas Corporation (CTAS) 0.0 $383k +3% 2.3k 169.14
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $380k -4% 972.00 390.41
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $379k 3.9k 97.73
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Genuine Parts Company (GPC) 0.0 $378k -2% 3.6k 105.75
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $372k NEW 6.1k 61.26
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Snap-on Incorporated (SNA) 0.0 $371k 1.0k 363.22
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $371k 7.1k 52.56
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Vertiv Holdings Com Cl A (VRT) 0.0 $371k +2% 1.5k 250.58
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Markel Corporation (MKL) 0.0 $368k 192.00 1914.07
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CF Industries Holdings (CF) 0.0 $367k 2.8k 129.84
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Spdr Index Shs Fds State Street Spd (EFAX) 0.0 $367k +4% 7.4k 49.77
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Xylem (XYL) 0.0 $366k 3.1k 119.50
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $366k -4% 5.1k 71.18
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Martin Marietta Materials (MLM) 0.0 $365k +5% 620.00 588.68
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Duke Energy Corp Com New (DUK) 0.0 $362k -3% 2.8k 130.94
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Toyota Motor Corp Ads (TM) 0.0 $361k 1.7k 206.09
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Sap Se Spon Adr (SAP) 0.0 $358k +4% 2.1k 171.21
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Starbucks Corporation (SBUX) 0.0 $357k -4% 4.0k 89.59
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Dow (DOW) 0.0 $356k NEW 8.5k 41.65
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Packaging Corporation of America (PKG) 0.0 $355k +32% 1.7k 212.24
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Us Bancorp Com New (USB) 0.0 $354k -38% 6.8k 52.01
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CRH Ord (CRH) 0.0 $351k +3% 3.3k 105.12
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Zoetis Cl A (ZTS) 0.0 $351k -9% 3.0k 118.21
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Spdr Series Trust State Street Spd (SJNK) 0.0 $347k 14k 24.98
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $343k 17k 20.41
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Darden Restaurants (DRI) 0.0 $341k -15% 1.7k 196.04
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $339k 8.6k 39.68
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Labcorp Holdings Com Shs (LH) 0.0 $339k 1.3k 266.81
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Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $334k 20k 16.97
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Synopsys (SNPS) 0.0 $333k +36% 841.00 396.48
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United Rentals (URI) 0.0 $332k +22% 455.00 728.56
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Unity Software (U) 0.0 $332k 15k 21.94
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $330k 2.6k 125.13
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Rubrik Cl A (RBRK) 0.0 $328k 6.7k 48.97
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Aon Shs Cl A (AON) 0.0 $323k -7% 999.00 322.78
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Cadence Design Systems (CDNS) 0.0 $320k NEW 1.2k 277.87
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $317k 13k 25.10
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Southern Company (SO) 0.0 $314k +3% 3.3k 96.52
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Rbc Cad (RY) 0.0 $308k 1.9k 161.78
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Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.0 $301k 8.3k 36.12
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Tidal Trust Iii Rockefeller Glob (RGEF) 0.0 $300k -13% 10k 30.05
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Spdr Series Trust State Street Spd (SPYG) 0.0 $297k 3.0k 97.91
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $297k 5.2k 56.79
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American Intl Group Com New (AIG) 0.0 $292k +6% 3.9k 75.25
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Extra Space Storage (EXR) 0.0 $291k 2.2k 131.14
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Phillips 66 (PSX) 0.0 $291k NEW 1.6k 182.18
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Murphy Usa (MUSA) 0.0 $290k 586.00 493.97
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Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.0 $289k +4% 15k 19.75
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Monarch Casino & Resort (MCRI) 0.0 $287k 3.0k 95.60
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Spdr Series Trust State Street Spd (XME) 0.0 $286k 2.6k 108.01
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Gamestop Corp Cl A (GME) 0.0 $277k NEW 12k 23.04
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Amcor Com New (AMCR) 0.0 $276k NEW 6.9k 39.75
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Wec Energy Group (WEC) 0.0 $274k 2.4k 115.77
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Devon Energy Corporation (DVN) 0.0 $272k -28% 5.4k 50.32
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Totalenergies Se Act (TTE) 0.0 $271k NEW 3.0k 90.99
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Airbnb Com Cl A (ABNB) 0.0 $270k -15% 2.1k 126.28
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Huntington Bancshares Incorporated (HBAN) 0.0 $269k NEW 17k 15.65
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MetLife (MET) 0.0 $261k -2% 3.7k 70.72
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Exelon Corporation (EXC) 0.0 $257k +2% 5.2k 49.02
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W.W. Grainger (GWW) 0.0 $254k 233.00 1090.81
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Verisign (VRSN) 0.0 $252k -2% 1.0k 248.36
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Spdr Series Trust State Street Spd (SPYV) 0.0 $252k 4.5k 56.58
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Ross Stores (ROST) 0.0 $252k 1.2k 216.63
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Suncor Energy (SU) 0.0 $252k NEW 3.8k 66.11
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General Motors Company (GM) 0.0 $249k +2% 3.3k 74.50
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Cabot Oil & Gas Corporation (CTRA) 0.0 $247k -33% 7.0k 35.14
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Regeneron Pharmaceuticals (REGN) 0.0 $244k 316.00 772.64
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Toronto Dominion Bk Ont Com New (TD) 0.0 $239k 2.6k 93.31
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $239k 11k 21.66
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Alliant Energy Corporation (LNT) 0.0 $236k NEW 3.3k 71.76
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FedEx Corporation (FDX) 0.0 $236k NEW 662.00 356.18
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Affirm Hldgs Com Cl A (AFRM) 0.0 $235k -7% 5.1k 45.82
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Becton, Dickinson and (BDX) 0.0 $233k 1.5k 157.23
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Anthem (ELV) 0.0 $229k +2% 782.00 292.75
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Dorchester Minerals Com Unit (DMLP) 0.0 $228k NEW 8.4k 27.10
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Welltower Inc Com reit (WELL) 0.0 $216k NEW 1.1k 197.71
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Spdr Series Trust State Street Spd (XAR) 0.0 $215k 847.00 253.98
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Akamai Technologies (AKAM) 0.0 $215k NEW 1.9k 114.85
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Paypal Holdings (PYPL) 0.0 $214k +12% 4.7k 45.23
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $213k NEW 3.0k 71.61
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Flagstar Bank National Assoc Com New (FLG) 0.0 $213k NEW 16k 13.17
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Sony Group Corp Sponsored Adr (SONY) 0.0 $213k +3% 10k 20.70
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Edison International (EIX) 0.0 $212k NEW 2.9k 73.18
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Keysight Technologies (KEYS) 0.0 $212k -51% 751.00 282.37
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Hca Holdings (HCA) 0.0 $212k -10% 448.00 473.24
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RPM International (RPM) 0.0 $212k 2.1k 99.40
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Ing Groep Sponsored Adr (ING) 0.0 $211k -5% 8.1k 26.05
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Keurig Dr Pepper (KDP) 0.0 $211k -10% 8.0k 26.33
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British Amern Tob Sponsored Adr (BTI) 0.0 $211k 3.6k 58.47
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Omni (OMC) 0.0 $211k +5% 2.8k 75.31
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Trimble Navigation (TRMB) 0.0 $210k 3.2k 65.23
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Cheniere Energy Com New (LNG) 0.0 $206k NEW 727.00 283.76
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Equinix (EQIX) 0.0 $206k NEW 210.00 980.24
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Kalvista Pharmaceuticals (KALV) 0.0 $201k 10k 20.13
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Banco Santander Sa Adr (SAN) 0.0 $191k 17k 11.28
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Viatris (VTRS) 0.0 $187k -2% 14k 13.51
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Haleon Spon Ads (HLN) 0.0 $170k 17k 10.01
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Pimco CA Municipal Income Fund (PCQ) 0.0 $158k 18k 8.58
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Patterson-UTI Energy (PTEN) 0.0 $144k NEW 13k 10.83
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $118k +2% 13k 8.98
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $117k 23k 5.03
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Mbia (MBI) 0.0 $67k 11k 5.91
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Aspen Aerogels (ASPN) 0.0 $34k 10k 3.42
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Past Filings by Choate Investment Advisors

SEC 13F filings are viewable for Choate Investment Advisors going back to 2011

View all past filings