Cooper Financial Group

Latest statistics and disclosures from Cooper Financial Group's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Cooper Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cooper Financial Group

Cooper Financial Group holds 386 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
Apple (AAPL) 4.7 $39M +7% 156k 250.42
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $38M +12% 75k 511.23
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.5 $37M +256% 1.4M 26.07
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.8 $32M +8% 559k 56.48
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $30M +17% 400k 74.73
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.9 $24M +40% 476k 50.37
 View chart
Amazon (AMZN) 2.8 $23M +6% 106k 219.39
 View chart
Microsoft Corporation (MSFT) 2.8 $23M +9% 55k 421.50
 View chart
NVIDIA Corporation (NVDA) 2.7 $23M +23% 168k 134.29
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 2.4 $20M +13% 499k 40.41
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $19M -11% 325k 57.53
 View chart
Tesla Motors (TSLA) 2.0 $16M -20% 41k 403.84
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $15M +239% 561k 27.32
 View chart
Broadcom (AVGO) 1.6 $14M +1217% 59k 231.84
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.6 $13M +92% 432k 30.47
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.6 $13M +18% 68k 189.30
 View chart
Douglas Emmett (DEI) 1.4 $11M 615k 18.56
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $8.9M +3% 20k 453.28
 View chart
United Parcel Service CL B (UPS) 1.0 $8.3M +296% 66k 126.10
 View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 1.0 $8.0M -5% 115k 69.65
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $7.8M NEW 81k 96.53
 View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.9 $7.3M 20k 366.06
 View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.9 $7.1M -3% 172k 41.40
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $6.9M -4% 136k 51.14
 View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $6.9M NEW 104k 66.11
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.8 $6.9M -15% 12k 588.70
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $6.6M -9% 75k 87.90
 View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.7 $6.0M +482% 96k 62.04
 View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.7 $5.9M +133% 113k 52.25
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $5.8M +2262% 130k 44.87
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.7 $5.5M +11% 29k 190.44
 View chart
Meta Platforms Cl A (META) 0.6 $5.3M +84% 9.1k 585.52
 View chart
Procter & Gamble Company (PG) 0.6 $4.9M +3% 29k 167.65
 View chart
Costco Wholesale Corporation (COST) 0.5 $4.5M +9% 4.9k 916.26
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $4.4M +14% 50k 87.33
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $4.4M +130% 15k 289.81
 View chart
Exxon Mobil Corporation (XOM) 0.5 $4.3M +23% 40k 107.57
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $4.3M +22% 116k 37.17
 View chart
Wal-Mart Stores (WMT) 0.5 $4.2M +41% 47k 90.35
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $3.9M +314% 140k 27.87
 View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $3.8M -20% 75k 50.71
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.7M +9% 6.3k 586.11
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $3.6M +23% 103k 35.26
 View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.4 $3.4M +2% 62k 54.48
 View chart
Ishares Tr Core Total Usd (IUSB) 0.4 $3.3M +44% 74k 45.20
 View chart
Home Depot (HD) 0.4 $3.3M +24% 8.5k 388.98
 View chart
Netflix (NFLX) 0.4 $3.2M +10% 3.6k 891.32
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $3.2M +59% 47k 68.94
 View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $3.2M +6% 58k 54.96
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.4 $3.1M -6% 28k 112.26
 View chart
Fortinet (FTNT) 0.4 $3.1M 32k 94.48
 View chart
Visa Com Cl A (V) 0.4 $2.9M +7% 9.3k 316.04
 View chart
Invesco Actively Managed Exc Total Return (GTO) 0.4 $2.9M +7% 63k 46.40
 View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $2.9M +14% 101k 28.67
 View chart
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM) 0.3 $2.8M -8% 49k 57.52
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $2.6M +4% 28k 90.42
 View chart
Chevron Corporation (CVX) 0.3 $2.6M -11% 18k 144.84
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.5M -13% 6.3k 401.57
 View chart
Citigroup Com New (C) 0.3 $2.4M +28% 34k 70.39
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $2.4M 94k 24.99
 View chart
Walt Disney Company (DIS) 0.3 $2.3M +217% 20k 111.35
 View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.3 $2.2M -8% 69k 32.07
 View chart
salesforce (CRM) 0.3 $2.2M +6% 6.6k 334.33
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $2.2M 12k 184.88
 View chart
Amgen (AMGN) 0.3 $2.2M +8% 8.3k 260.65
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.2M +48% 4.0k 538.84
 View chart
UnitedHealth (UNH) 0.3 $2.1M +55% 4.2k 505.81
 View chart
Oracle Corporation (ORCL) 0.3 $2.1M +106% 13k 166.64
 View chart
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $2.1M -12% 36k 59.73
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $2.1M +419% 36k 58.93
 View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.2 $2.1M +448% 42k 49.16
 View chart
Eli Lilly & Co. (LLY) 0.2 $2.1M +63% 2.7k 772.13
 View chart
Guggenheim Bld Amr Bds Mng D (GBAB) 0.2 $2.0M -5% 134k 15.20
 View chart
Caterpillar (CAT) 0.2 $2.0M +8% 5.6k 362.78
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $2.0M +414% 89k 22.70
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.2 $2.0M NEW 65k 31.43
 View chart
Goldman Sachs (GS) 0.2 $2.0M +18% 3.5k 572.56
 View chart
Metropcs Communications (TMUS) 0.2 $2.0M +37% 9.0k 220.72
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $2.0M -10% 8.2k 239.70
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $2.0M +11% 3.7k 526.56
 View chart
Bank of America Corporation (BAC) 0.2 $2.0M +130% 44k 43.95
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.9M +6% 49k 39.39
 View chart
Paypal Holdings (PYPL) 0.2 $1.9M +4% 22k 85.35
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.9M +24% 4.7k 402.70
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.8M +58% 10k 178.09
 View chart
Abbvie (ABBV) 0.2 $1.8M -17% 10k 177.70
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $1.8M +193% 36k 50.71
 View chart
International Business Machines (IBM) 0.2 $1.8M -24% 8.2k 219.83
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) 0.2 $1.8M NEW 78k 22.57
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.8M +187% 17k 101.53
 View chart
Fiserv (FI) 0.2 $1.7M -42% 8.3k 205.42
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.7M -7% 27k 62.31
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.7M +351% 72k 23.18
 View chart
Adobe Systems Incorporated (ADBE) 0.2 $1.6M +20% 3.6k 444.71
 View chart
McKesson Corporation (MCK) 0.2 $1.6M +51% 2.8k 569.97
 View chart
Phillips Edison & Co Common Stock (PECO) 0.2 $1.6M 42k 37.46
 View chart
FedEx Corporation (FDX) 0.2 $1.6M +38% 5.6k 281.32
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $1.5M +164% 30k 51.25
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.5M -9% 8.4k 185.14
 View chart
Eaton Corp SHS (ETN) 0.2 $1.5M -5% 4.6k 331.90
 View chart
Johnson & Johnson (JNJ) 0.2 $1.5M +7% 10k 144.62
 View chart
Marriott Intl Cl A (MAR) 0.2 $1.5M -2% 5.4k 278.96
 View chart
Booking Holdings (BKNG) 0.2 $1.5M +21% 298.00 4969.61
 View chart
Raytheon Technologies Corp (RTX) 0.2 $1.4M +7% 13k 115.72
 View chart
Pacer Fds Tr Pacer Us Small (CALF) 0.2 $1.4M -75% 33k 44.01
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.4M +27% 26k 52.47
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.3M +16% 16k 81.98
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.3M +60% 14k 96.83
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.3M +12% 8.2k 159.52
 View chart
New York Life Investments Et Nyli Hedge Multi (QAI) 0.2 $1.3M -59% 41k 31.41
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.3M +3% 3.1k 410.41
 View chart
Ishares Tr Mbs Etf (MBB) 0.2 $1.3M +60% 14k 91.68
 View chart
Intuit (INTU) 0.2 $1.3M +7% 2.0k 628.36
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.2M +8% 1.8k 693.00
 View chart
Honeywell International (HON) 0.1 $1.2M +8% 5.2k 225.91
 View chart
Advanced Micro Devices (AMD) 0.1 $1.2M -2% 9.8k 120.79
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M +62% 5.0k 232.54
 View chart
Nextera Energy (NEE) 0.1 $1.2M +14% 16k 71.69
 View chart
Corteva (CTVA) 0.1 $1.2M +36% 20k 56.96
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.2M -10% 29k 40.34
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.1M -10% 33k 34.59
 View chart
Capital One Financial (COF) 0.1 $1.1M +160% 6.3k 178.32
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.1M +51% 16k 70.28
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.1M +5% 8.6k 128.62
 View chart
Duke Energy Corp Com New (DUK) 0.1 $1.1M -17% 10k 107.74
 View chart
Progressive Corporation (PGR) 0.1 $1.1M +10% 4.5k 239.62
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.1M -9% 14k 77.27
 View chart
Williams-Sonoma (WSM) 0.1 $1.1M +99% 5.8k 185.19
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.1M -2% 14k 80.27
 View chart
Labcorp Holdings Com Shs (LH) 0.1 $1.1M +4% 4.6k 229.33
 View chart
Cbre Clarion Global Real Estat re (IGR) 0.1 $1.1M +6% 222k 4.81
 View chart
Coca-Cola Company (KO) 0.1 $1.1M +19% 17k 62.26
 View chart
Cadence Design Systems (CDNS) 0.1 $1.1M -30% 3.5k 300.46
 View chart
Micron Technology (MU) 0.1 $1.1M +15% 13k 84.16
 View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $1.1M -4% 16k 65.81
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.0M 13k 78.01
 View chart
Kla Corp Com New (KLAC) 0.1 $1.0M +28% 1.7k 630.21
 View chart
Ametek (AME) 0.1 $1.0M 5.8k 180.25
 View chart
Apollo Global Mgmt (APO) 0.1 $1.0M +134% 6.3k 165.16
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.0M +32% 4.3k 240.28
 View chart
Thermo Fisher Scientific (TMO) 0.1 $1.0M +153% 2.0k 520.13
 View chart
Charles Schwab Corporation (SCHW) 0.1 $1.0M +94% 14k 74.01
 View chart
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $1.0M +8% 23k 45.62
 View chart
Sempra Energy (SRE) 0.1 $1.0M +5% 12k 87.72
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $986k +5% 5.7k 172.42
 View chart
Becton, Dickinson and (BDX) 0.1 $979k 4.3k 226.89
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $969k +87% 5.1k 190.87
 View chart
Philip Morris International (PM) 0.1 $968k -8% 8.0k 120.35
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $952k +11% 11k 86.02
 View chart
Cheniere Energy Com New (LNG) 0.1 $952k 4.4k 214.85
 View chart
Lockheed Martin Corporation (LMT) 0.1 $937k -21% 1.9k 486.03
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $926k -10% 16k 56.38
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $926k +6% 11k 84.79
 View chart
Cisco Systems (CSCO) 0.1 $914k -28% 15k 59.20
 View chart
Hilton Worldwide Holdings (HLT) 0.1 $899k +144% 3.6k 247.17
 View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) 0.1 $896k +11% 43k 21.09
 View chart
Northrop Grumman Corporation (NOC) 0.1 $894k +123% 1.9k 469.26
 View chart
Southwest Airlines (LUV) 0.1 $892k NEW 27k 33.62
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $882k +60% 14k 65.52
 View chart
Blackstone Secd Lending Common Stock (BXSL) 0.1 $882k +7% 27k 32.31
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $874k -3% 6.8k 128.82
 View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $872k +48% 63k 13.94
 View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $870k -4% 37k 23.32
 View chart
Veralto Corp Com Shs (VLTO) 0.1 $870k +10% 8.5k 101.86
 View chart
Cohen & Steers Quality Income Realty (RQI) 0.1 $864k -41% 71k 12.24
 View chart
Ishares Tr Morningstar Grwt (ILCG) 0.1 $864k 9.6k 89.60
 View chart
Euronet Worldwide (EEFT) 0.1 $847k +46% 8.2k 102.84
 View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $840k 17k 51.01
 View chart
Dynatrace Com New (DT) 0.1 $837k +11% 15k 54.35
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $818k +24% 16k 52.22
 View chart
ConocoPhillips (COP) 0.1 $818k +73% 8.2k 99.17
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $806k +212% 2.4k 342.16
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $804k -19% 45k 17.70
 View chart
Bristol Myers Squibb (BMY) 0.1 $801k -24% 14k 56.56
 View chart
EOG Resources (EOG) 0.1 $794k 6.5k 122.58
 View chart
Synopsys (SNPS) 0.1 $770k 1.6k 485.36
 View chart
Gildan Activewear Inc Com Cad (GIL) 0.1 $765k -27% 16k 47.05
 View chart
Etsy (ETSY) 0.1 $764k +182% 14k 52.89
 View chart
Agnc Invt Corp Com reit (AGNC) 0.1 $761k -12% 83k 9.21
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $760k -7% 6.6k 115.21
 View chart
Emcor (EME) 0.1 $759k +25% 1.7k 453.91
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $756k NEW 15k 52.02
 View chart
Bwx Technologies (BWXT) 0.1 $737k NEW 6.6k 111.39
 View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $727k +4% 13k 57.27
 View chart
AmerisourceBergen (COR) 0.1 $721k +9% 3.2k 224.68
 View chart
Constellation Brands Cl A (STZ) 0.1 $721k -5% 3.3k 220.97
 View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $719k -74% 8.3k 86.89
 View chart
Exelixis (EXEL) 0.1 $712k +10% 21k 33.30
 View chart
American Express Company (AXP) 0.1 $703k +71% 2.4k 296.80
 View chart
Medtronic SHS (MDT) 0.1 $699k +4% 8.8k 79.88
 View chart
Camden Ppty Tr Sh Ben Int (CPT) 0.1 $693k +6% 6.0k 116.04
 View chart
Wisdomtree Tr Us High Dividend (DHS) 0.1 $680k -2% 7.3k 93.36
 View chart
Dropbox Cl A (DBX) 0.1 $675k +46% 23k 30.04
 View chart
Qualcomm (QCOM) 0.1 $654k +92% 4.3k 153.62
 View chart
Silicon Laboratories (SLAB) 0.1 $653k +4% 5.3k 124.22
 View chart
Wp Carey (WPC) 0.1 $649k +9% 12k 54.48
 View chart
Sanofi Sponsored Adr (SNY) 0.1 $643k +171% 13k 48.23
 View chart
General Motors Company (GM) 0.1 $638k NEW 12k 53.27
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $636k -5% 5.4k 117.48
 View chart
Informatica Com Cl A (INFA) 0.1 $628k +95% 24k 25.93
 View chart
Nrg Energy Com New (NRG) 0.1 $627k +69% 6.9k 90.22
 View chart
HSBC HLDGS Spon Adr New (HSBC) 0.1 $626k +10% 13k 49.46
 View chart
Applied Materials (AMAT) 0.1 $624k +42% 3.8k 162.63
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $624k +120% 6.6k 95.01
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $623k 15k 40.49
 View chart
Pepsi (PEP) 0.1 $620k +4% 4.1k 152.07
 View chart
Pulte (PHM) 0.1 $620k +55% 5.7k 108.90
 View chart
Merck & Co (MRK) 0.1 $613k -22% 6.2k 99.49
 View chart
Otis Worldwide Corp (OTIS) 0.1 $613k -9% 6.6k 92.61
 View chart
Cigna Corp (CI) 0.1 $610k -19% 2.2k 276.16
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $603k +9% 2.5k 242.13
 View chart
Cion Invt Corp (CION) 0.1 $602k -7% 53k 11.40
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $598k -10% 23k 25.52
 View chart
Gaming & Leisure Pptys (GLPI) 0.1 $595k NEW 12k 48.16
 View chart
Union Pacific Corporation (UNP) 0.1 $589k +16% 2.6k 228.06
 View chart
Nxp Semiconductors N V (NXPI) 0.1 $588k +152% 2.8k 207.85
 View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.1 $586k NEW 19k 30.88
 View chart
Wisdomtree Tr Futre Strat Fd (WTMF) 0.1 $583k 17k 34.93
 View chart
McDonald's Corporation (MCD) 0.1 $583k -40% 2.0k 289.83
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $582k +120% 1.7k 351.81
 View chart
Ingersoll Rand (IR) 0.1 $580k +67% 6.4k 90.46
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $577k -20% 6.7k 85.65
 View chart
Autodesk (ADSK) 0.1 $568k +14% 1.9k 295.57
 View chart
Ssga Active Tr Spdr Blackstone (HYBL) 0.1 $567k 20k 28.36
 View chart
Exelon Corporation (EXC) 0.1 $562k -16% 15k 37.64
 View chart
Ishares Msci Emrg Chn (EMXC) 0.1 $558k NEW 10k 55.45
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $553k +68% 1.1k 521.96
 View chart
Cubesmart (CUBE) 0.1 $540k +2% 13k 42.85
 View chart
PPL Corporation (PPL) 0.1 $539k NEW 17k 32.46
 View chart
Boeing Company (BA) 0.1 $539k -4% 3.0k 177.01
 View chart
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $534k +7% 4.3k 123.15
 View chart
United Rentals (URI) 0.1 $530k NEW 752.00 704.31
 View chart
Abbott Laboratories (ABT) 0.1 $529k +15% 4.7k 113.11
 View chart
Parker-Hannifin Corporation (PH) 0.1 $529k +7% 832.00 636.03
 View chart
Johnson Ctls Intl SHS (JCI) 0.1 $527k NEW 6.7k 78.93
 View chart
Bj's Wholesale Club Holdings (BJ) 0.1 $525k NEW 5.9k 89.35
 View chart
Jefferies Finl Group (JEF) 0.1 $524k 6.7k 78.40
 View chart
O'reilly Automotive (ORLY) 0.1 $524k -37% 442.00 1185.80
 View chart
H.B. Fuller Company (FUL) 0.1 $517k 7.7k 67.48
 View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK) 0.1 $515k +85% 16k 33.00
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $513k -2% 1.8k 280.05
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $512k +6% 14k 37.12
 View chart
Freeport-mcmoran CL B (FCX) 0.1 $510k +196% 13k 38.08
 View chart
American Intl Group Com New (AIG) 0.1 $508k NEW 7.0k 72.80
 View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $507k -2% 21k 24.19
 View chart
At&t (T) 0.1 $506k -47% 22k 22.77
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $492k -26% 4.3k 115.54
 View chart
Global X Fds Global X Uranium (URA) 0.1 $482k -28% 18k 26.78
 View chart
Edwards Lifesciences (EW) 0.1 $479k 6.5k 74.03
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $476k -9% 3.7k 129.36
 View chart
Morgan Stanley Com New (MS) 0.1 $474k -39% 3.8k 125.71
 View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $473k 42k 11.29
 View chart
Intel Corporation (INTC) 0.1 $471k -39% 24k 20.05
 View chart
Constellation Energy (CEG) 0.1 $464k -12% 2.1k 223.72
 View chart
Nike CL B (NKE) 0.1 $459k +13% 6.1k 75.67
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $458k +17% 2.3k 197.50
 View chart
Tcw Etf Trust Compounders Etf (GRW) 0.1 $456k +6% 14k 32.86
 View chart
Target Corporation (TGT) 0.1 $454k -32% 3.4k 135.20
 View chart
Tcw Etf Trust Flexible Income (FLXR) 0.1 $450k 12k 38.68
 View chart
Pfizer (PFE) 0.1 $440k -12% 17k 26.53
 View chart
Fs Kkr Capital Corp (FSK) 0.1 $440k -10% 20k 21.72
 View chart
Valero Energy Corporation (VLO) 0.1 $440k +19% 3.6k 122.57
 View chart
Deere & Company (DE) 0.1 $433k 1.0k 423.56
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $418k -37% 4.2k 99.55
 View chart
Amphenol Corp Cl A (APH) 0.0 $414k +69% 6.0k 69.45
 View chart
Wells Fargo & Company (WFC) 0.0 $394k +35% 5.6k 70.24
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $386k -3% 2.8k 137.58
 View chart
Charter Communications Inc N Cl A (CHTR) 0.0 $386k NEW 1.1k 342.77
 View chart
Regeneron Pharmaceuticals (REGN) 0.0 $380k +91% 533.00 712.90
 View chart
Ge Aerospace Com New (GE) 0.0 $376k +55% 2.3k 166.75
 View chart
Matterport Com Cl A (MTTR) 0.0 $375k 79k 4.74
 View chart
Lowe's Companies (LOW) 0.0 $373k +4% 1.5k 246.77
 View chart
Quanta Services (PWR) 0.0 $368k +4% 1.2k 316.05
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $366k -4% 7.7k 47.82
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $365k +5% 8.3k 44.04
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $365k +37% 16k 22.98
 View chart
Williams Companies (WMB) 0.0 $364k -19% 6.7k 54.12
 View chart
Corning Incorporated (GLW) 0.0 $364k NEW 7.7k 47.52
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $360k 846.00 425.37
 View chart
Washington Federal (WAFD) 0.0 $359k +5% 11k 32.24
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $356k -44% 2.8k 126.74
 View chart
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $356k +7% 11k 33.74
 View chart
Ball Corporation (BALL) 0.0 $354k NEW 6.4k 55.13
 View chart
Linde SHS (LIN) 0.0 $349k +25% 834.00 418.70
 View chart
BP Sponsored Adr (BP) 0.0 $347k -47% 12k 29.56
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $345k 1.7k 206.91
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $344k +34% 1.4k 242.17
 View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.0 $342k +3% 13k 27.28
 View chart
Eastman Chemical Company (EMN) 0.0 $340k NEW 3.7k 91.33
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $339k NEW 2.7k 123.53
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $337k 12k 29.30
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $336k -15% 7.4k 45.34
 View chart
CSX Corporation (CSX) 0.0 $332k +5% 10k 32.27
 View chart
General Dynamics Corporation (GD) 0.0 $332k 1.3k 263.53
 View chart
Kroger (KR) 0.0 $328k +2% 5.4k 61.15
 View chart
Automatic Data Processing (ADP) 0.0 $326k -2% 1.1k 292.77
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $325k -18% 6.5k 50.15
 View chart
Aon Shs Cl A (AON) 0.0 $323k -72% 898.00 359.26
 View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.0 $322k NEW 4.3k 75.67
 View chart
Marvell Technology (MRVL) 0.0 $321k NEW 2.9k 110.45
 View chart
SEI Investments Company (SEIC) 0.0 $320k NEW 3.9k 82.48
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $320k NEW 4.4k 71.90
 View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.0 $320k -30% 4.4k 72.56
 View chart
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $319k NEW 1.8k 176.67
 View chart
Stryker Corporation (SYK) 0.0 $318k +20% 883.00 360.21
 View chart
Iron Mountain (IRM) 0.0 $310k 3.0k 105.11
 View chart
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $309k NEW 146.00 2113.02
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $303k -4% 1.1k 264.05
 View chart
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $302k 12k 25.35
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $302k -14% 485.00 621.81
 View chart
Southern Company (SO) 0.0 $300k +12% 3.6k 82.31
 View chart
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $297k -10% 769.00 386.22
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $297k 1.8k 169.32
 View chart
Align Technology (ALGN) 0.0 $296k -6% 1.4k 208.51
 View chart
TJX Companies (TJX) 0.0 $296k NEW 2.4k 120.82
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $291k -31% 2.7k 106.56
 View chart
Acuity Brands (AYI) 0.0 $290k NEW 994.00 292.13
 View chart
Toll Brothers (TOL) 0.0 $288k -12% 2.3k 125.93
 View chart
Datadog Cl A Com (DDOG) 0.0 $285k NEW 2.0k 142.89
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $285k +7% 1.1k 253.75
 View chart
Palo Alto Networks (PANW) 0.0 $285k NEW 1.6k 181.96
 View chart
Texas Instruments Incorporated (TXN) 0.0 $281k +23% 1.5k 187.56
 View chart
Cbre Group Cl A (CBRE) 0.0 $278k NEW 2.1k 131.29
 View chart
Royal Caribbean Cruises (RCL) 0.0 $277k NEW 1.2k 230.76
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $269k NEW 6.3k 42.97
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.0 $268k -45% 4.7k 56.77
 View chart
Illinois Tool Works (ITW) 0.0 $268k -3% 1.1k 253.58
 View chart
Keysight Technologies (KEYS) 0.0 $267k +3% 1.7k 160.63
 View chart
Insulet Corporation (PODD) 0.0 $267k -9% 1.0k 261.07
 View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $265k +7% 2.8k 95.56
 View chart
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $264k +17% 15k 17.52
 View chart
Analog Devices (ADI) 0.0 $262k +8% 1.2k 212.43
 View chart
Northern Lts Fd Tr Iv Main Thematc In (TMAT) 0.0 $256k NEW 12k 20.84
 View chart
Hartford Financial Services (HIG) 0.0 $255k 2.3k 109.41
 View chart
Northern Trust Corporation (NTRS) 0.0 $254k -18% 2.5k 102.51
 View chart
Sofi Technologies (SOFI) 0.0 $253k NEW 16k 15.40
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $251k NEW 3.2k 78.64
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $250k 7.6k 32.76
 View chart
Consolidated Edison (ED) 0.0 $250k -25% 2.8k 89.22
 View chart
Agilent Technologies Inc C ommon (A) 0.0 $246k +7% 1.8k 134.34
 View chart
American Healthcare Reit Com Shs (AHR) 0.0 $246k NEW 9.5k 25.76
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $246k NEW 1.4k 175.23
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $245k +8% 4.9k 49.96
 View chart
Ryan Specialty Holdings Cl A (RYAN) 0.0 $244k -17% 3.8k 64.16
 View chart
Carrier Global Corporation (CARR) 0.0 $243k +9% 3.6k 68.26
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $242k 896.00 269.57
 View chart
Microchip Technology (MCHP) 0.0 $241k -66% 4.2k 57.35
 View chart
Prudential Financial (PRU) 0.0 $240k NEW 2.0k 118.51
 View chart
T. Rowe Price (TROW) 0.0 $240k -8% 2.1k 113.09
 View chart
Twilio Cl A (TWLO) 0.0 $240k NEW 2.2k 108.08
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $238k NEW 2.7k 89.04
 View chart
Ishares Tr Core Msci Total (IXUS) 0.0 $237k -31% 3.6k 66.15
 View chart
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $235k NEW 8.4k 28.02
 View chart
SkyWest (SKYW) 0.0 $235k NEW 2.3k 100.13
 View chart
Garmin SHS (GRMN) 0.0 $233k -41% 1.1k 206.26
 View chart
Nice Sponsored Adr (NICE) 0.0 $230k 1.4k 169.84
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $227k -25% 2.5k 91.43
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $227k -11% 1.8k 127.58
 View chart
Agf Invts Tr Us Market Netrl (BTAL) 0.0 $226k -36% 12k 18.48
 View chart
Shell Spon Ads (SHEL) 0.0 $223k +3% 3.6k 62.65
 View chart
Uber Technologies (UBER) 0.0 $222k NEW 3.7k 60.32
 View chart
Listed Fd Tr Core Alt Fd (CCOR) 0.0 $221k -18% 8.6k 25.63