Cornerstone Wealth Management

Latest statistics and disclosures from Cornerstone Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 520 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Cornerstone Wealth Management has 520 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.9 $68M 355k 192.53
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J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 4.6 $54M +8% 626k 85.89
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Spdr Ser Tr Portfolio S&p400 (SPMD) 3.6 $42M +54% 859k 48.72
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Ishares Tr Core S&p500 Etf (IVV) 3.3 $38M -2% 80k 477.63
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Spdr Ser Tr Portfolio S&p500 (SPLG) 2.6 $30M +3% 540k 55.90
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Microsoft Corporation (MSFT) 1.9 $22M -2% 60k 376.04
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Ishares Tr Msci Usa Min Vol (USMV) 1.7 $20M -4% 258k 78.03
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Wisdomtree Tr Intl Qulty Div (IQDG) 1.7 $20M +9% 552k 36.27
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $18M -2% 307k 57.96
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Vanguard Specialized Funds Div App Etf (VIG) 1.4 $17M 97k 170.40
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Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $16M 67k 237.22
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Procter & Gamble Company (PG) 1.2 $15M -3% 99k 146.54
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $14M 35k 409.52
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Pacer Fds Tr Pacer Us Small (CALF) 1.2 $14M +2% 295k 48.03
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $13M 28k 475.32
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Amazon (AMZN) 1.1 $12M 82k 151.94
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.0 $11M +17% 118k 97.26
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $11M +9% 111k 99.79
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NVIDIA Corporation (NVDA) 0.9 $11M -3% 22k 495.23
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.9 $11M 513k 20.89
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.9 $11M +4% 522k 20.45
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.9 $10M +5% 228k 44.60
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $10M 137k 73.55
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $9.4M -2% 116k 81.28
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Pimco Etf Tr Active Bd Etf (BOND) 0.8 $8.8M -3% 95k 92.45
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Ishares Tr Core Div Grwth (DGRO) 0.7 $8.6M 161k 53.82
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $8.6M 132k 65.06
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $8.3M -7% 46k 179.97
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.7 $7.8M NEW 406k 19.30
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Blackstone Group Inc Com Cl A (BX) 0.7 $7.8M 60k 130.92
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Vanguard Index Fds Growth Etf (VUG) 0.7 $7.8M -6% 25k 310.89
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Ishares Tr Morningstar Grwt (ILCG) 0.7 $7.7M -4% 114k 67.82
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Vanguard Index Fds Value Etf (VTV) 0.6 $7.5M -13% 51k 149.50
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.6 $6.7M +5% 244k 27.42
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.6 $6.6M +4% 130k 50.96
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.6 $6.5M +7% 186k 35.20
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Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $6.5M 52k 124.97
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $6.5M +8% 141k 46.04
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $6.4M +5% 17k 376.86
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Johnson & Johnson (JNJ) 0.5 $6.3M -7% 40k 156.74
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Coca-Cola Company (KO) 0.5 $6.1M 104k 58.93
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Exxon Mobil Corporation (XOM) 0.5 $6.0M -5% 61k 99.98
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $6.0M -4% 43k 139.69
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J P Morgan Exchange Traded F Us Momentum (JMOM) 0.5 $6.0M NEW 131k 45.71
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Wal-Mart Stores (WMT) 0.5 $6.0M -4% 38k 157.65
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $5.7M 106k 54.08
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Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $5.7M -2% 75k 76.38
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.5 $5.6M 106k 53.18
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Wisdomtree Tr Us Midcap Divid (DON) 0.5 $5.6M 123k 45.69
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First Tr Value Line Divid In SHS (FVD) 0.5 $5.5M -10% 136k 40.56
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $5.3M -18% 157k 34.01
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $5.3M +15% 161k 32.83
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $4.8M -5% 18k 277.15
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Parker-Hannifin Corporation (PH) 0.4 $4.7M 10k 460.71
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $4.7M -3% 59k 79.34
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Lowe's Companies (LOW) 0.4 $4.6M +4% 21k 222.55
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.4 $4.5M 120k 37.49
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AFLAC Incorporated (AFL) 0.4 $4.5M -8% 54k 82.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.5M 13k 356.66
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Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.4 $4.4M +10% 57k 77.70
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W.W. Grainger (GWW) 0.4 $4.4M 5.4k 828.73
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Emerson Electric (EMR) 0.4 $4.4M +2% 45k 97.33
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $4.3M +43% 102k 42.18
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $4.2M +12% 89k 47.86
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JPMorgan Chase & Co. (JPM) 0.4 $4.2M -8% 25k 170.10
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $4.0M +7% 24k 168.54
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $3.9M -2% 76k 51.67
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.9M 18k 213.33
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Meta Platforms Cl A (META) 0.3 $3.8M 11k 353.96
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Indexiq Etf Tr Ftse Internl Eqt (HFXI) 0.3 $3.8M 154k 24.87
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Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 0.3 $3.8M +1224% 80k 47.72
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.3 $3.8M 132k 28.59
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Consolidated Edison (ED) 0.3 $3.8M +2% 41k 90.97
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Boeing Company (BA) 0.3 $3.7M +2% 14k 260.66
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Alphabet Cap Stk Cl C (GOOG) 0.3 $3.7M -4% 26k 140.93
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Dover Corporation (DOV) 0.3 $3.7M +5% 24k 153.81
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Nordson Corporation (NDSN) 0.3 $3.7M +4% 14k 264.16
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $3.6M 62k 59.24
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $3.6M +12% 45k 81.55
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Tesla Motors (TSLA) 0.3 $3.6M 15k 248.48
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Archer Daniels Midland Company (ADM) 0.3 $3.6M +7% 50k 72.22
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $3.6M +18% 89k 40.25
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Lpl Financial Holdings (LPLA) 0.3 $3.6M -6% 16k 227.63
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $3.2M +4% 22k 147.14
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Chevron Corporation (CVX) 0.3 $3.1M 21k 149.16
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American States Water Company (AWR) 0.3 $3.1M +6% 38k 80.42
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $3.1M 13k 241.77
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Genuine Parts Company (GPC) 0.3 $3.1M +8% 22k 138.50
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Ishares Tr Blackrock Ultra (ICSH) 0.3 $3.1M -21% 61k 50.36
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $3.0M -5% 28k 108.25
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Linde SHS (LIN) 0.3 $3.0M +9% 7.4k 410.70
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Ishares Tr National Mun Etf (MUB) 0.3 $3.0M -9% 28k 108.41
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.3 $3.0M 62k 47.68
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $2.9M 49k 59.66
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Select Sector Spdr Tr Technology (XLK) 0.3 $2.9M 15k 192.48
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.9M -2% 12k 232.63
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Visa Com Cl A (V) 0.2 $2.9M -18% 11k 260.36
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.8M -14% 56k 51.05
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $2.7M -6% 34k 80.04
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $2.7M +885% 57k 47.00
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J P Morgan Exchange Traded F Internl Gwt (JIG) 0.2 $2.6M +15% 44k 58.34
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At&t (T) 0.2 $2.5M +6% 151k 16.78
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $2.5M 109k 22.70
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $2.5M -30% 53k 46.63
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $2.5M -22% 52k 47.03
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Select Sector Spdr Tr Financial (XLF) 0.2 $2.4M -8% 65k 37.60
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Ishares Tr Core Msci Total (IXUS) 0.2 $2.4M 37k 64.93
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.4M +6% 47k 51.99
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.2 $2.4M -8% 46k 51.68
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McDonald's Corporation (MCD) 0.2 $2.3M -17% 7.9k 296.52
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $2.3M -3% 44k 52.80
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Mastercard Incorporated Cl A (MA) 0.2 $2.3M -4% 5.5k 426.50
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Merck & Co (MRK) 0.2 $2.3M 21k 109.02
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Ishares Tr Msci Kld400 Soc (DSI) 0.2 $2.3M 25k 91.05
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Home Depot (HD) 0.2 $2.3M -7% 6.5k 346.56
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Equifax (EFX) 0.2 $2.2M 8.7k 247.29
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Bank of America Corporation (BAC) 0.2 $2.2M +8% 64k 33.67
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $2.1M +12% 75k 28.56
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Abbvie (ABBV) 0.2 $2.1M -17% 14k 154.97
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.1M +3% 44k 47.90
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.1M -8% 23k 88.36
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $2.0M 20k 100.51
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Intel Corporation (INTC) 0.2 $2.0M 41k 50.25
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Pepsi (PEP) 0.2 $2.0M -3% 12k 169.83
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Select Sector Spdr Tr Indl (XLI) 0.2 $1.9M 17k 113.99
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Select Sector Spdr Tr Energy (XLE) 0.2 $1.9M 23k 83.84
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $1.9M +29% 38k 50.23
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.9M +3% 11k 174.87
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Cisco Systems (CSCO) 0.2 $1.9M 37k 50.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M 4.2k 436.75
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Walt Disney Company (DIS) 0.2 $1.8M -9% 20k 90.29
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $1.8M 21k 85.06
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International Business Machines (IBM) 0.2 $1.8M -7% 11k 163.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.8M -2% 5.9k 303.18
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Costco Wholesale Corporation (COST) 0.2 $1.8M -11% 2.7k 660.08
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.7M -16% 48k 35.41
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.7M +22% 3.4k 484.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M +3% 40k 41.10
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.6M -8% 8.0k 200.71
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Ameren Corporation (AEE) 0.1 $1.6M -4% 22k 72.34
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Altria (MO) 0.1 $1.6M +5% 39k 40.34
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Us Bancorp Del Com New (USB) 0.1 $1.6M +12% 36k 43.28
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Omega Healthcare Investors (OHI) 0.1 $1.6M +3% 51k 30.66
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ConocoPhillips (COP) 0.1 $1.6M -8% 13k 116.07
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Pfizer (PFE) 0.1 $1.5M -19% 53k 28.79
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.5M 20k 75.10
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Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.1 $1.5M -5% 120k 12.50
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M -56% 9.3k 157.79
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Raytheon Technologies Corp (RTX) 0.1 $1.5M +28% 17k 84.14
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Vanguard World Fds Health Car Etf (VHT) 0.1 $1.4M +3% 5.8k 250.72
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.4M +3% 17k 82.96
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $1.4M +13% 30k 47.39
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.4M -14% 10k 136.38
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Qualcomm (QCOM) 0.1 $1.4M -3% 9.6k 144.63
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $1.4M 27k 51.41
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CVS Caremark Corporation (CVS) 0.1 $1.3M +3% 17k 78.96
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United Parcel Service CL B (UPS) 0.1 $1.3M 8.5k 157.23
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.3M -30% 17k 77.02
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $1.3M +47% 230k 5.67
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General Mills (GIS) 0.1 $1.3M -3% 20k 65.14
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Abbott Laboratories (ABT) 0.1 $1.3M -4% 12k 110.07
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.3M -3% 6.8k 186.55
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.3M +26% 20k 62.66
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $1.3M 9.6k 132.12
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Netflix (NFLX) 0.1 $1.3M -4% 2.6k 486.88
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $1.3M +2% 40k 31.51
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salesforce (CRM) 0.1 $1.2M 4.7k 263.14
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.2M -24% 18k 70.35
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Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) 0.1 $1.2M NEW 31k 38.92
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General Dynamics Corporation (GD) 0.1 $1.2M +14% 4.6k 259.68
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.2M +14% 7.7k 155.33
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $1.2M NEW 25k 48.13
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.2M +4% 15k 77.73
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Wp Carey (WPC) 0.1 $1.2M +25% 18k 64.81
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Oneok (OKE) 0.1 $1.1M -2% 16k 70.22
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Deere & Company (DE) 0.1 $1.1M -23% 2.8k 399.90
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Verizon Communications (VZ) 0.1 $1.1M -7% 30k 37.70
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Ford Motor Company (F) 0.1 $1.1M 93k 12.19
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Philip Morris International (PM) 0.1 $1.1M -11% 12k 94.08
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.1M -6% 7.7k 145.00
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M +7% 5.8k 191.17
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.1M +3% 23k 47.74
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.1M +9% 13k 84.87
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.1M 6.5k 165.25
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Eli Lilly & Co. (LLY) 0.1 $1.1M +3% 1.8k 583.05
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.1M 15k 70.10
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $1.0M +20% 38k 27.64
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Caterpillar (CAT) 0.1 $1.0M 3.5k 295.68
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.0M -2% 9.2k 111.63
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $1.0M 12k 89.80
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.0M 26k 40.06
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General Electric Com New (GE) 0.1 $1.0M -2% 8.0k 127.63
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $1.0M +3% 53k 19.15
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Neuberger Berman Next Genera Common Stock (NBXG) 0.1 $1.0M +9% 93k 10.93
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.0M -4% 19k 52.37
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Cummins (CMI) 0.1 $1.0M -3% 4.2k 239.59
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Enbridge (ENB) 0.1 $1.0M 28k 36.02
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Duke Energy Corp Com New (DUK) 0.1 $998k +2% 10k 97.04
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Union Pacific Corporation (UNP) 0.1 $980k -21% 4.0k 245.63
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Kellogg Company (K) 0.1 $978k +12% 18k 55.91
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UnitedHealth (UNH) 0.1 $977k -39% 1.9k 526.38
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.1 $975k 39k 24.92
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Lockheed Martin Corporation (LMT) 0.1 $961k +8% 2.1k 453.20
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Adobe Systems Incorporated (ADBE) 0.1 $947k -27% 1.6k 596.60
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Sixth Street Specialty Lending (TSLX) 0.1 $945k +4% 44k 21.60
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $942k 29k 32.26
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $935k 13k 73.08
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $932k 33k 28.23
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PNC Financial Services (PNC) 0.1 $926k -4% 6.0k 154.85
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $926k -13% 9.3k 99.02
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PIMCO Corporate Opportunity Fund (PTY) 0.1 $916k +32% 69k 13.24
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Vanguard World Fds Energy Etf (VDE) 0.1 $915k -6% 7.8k 117.27
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First Tr Exchange-traded Multi Asset Di (MDIV) 0.1 $906k 58k 15.65
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Medtronic SHS (MDT) 0.1 $905k +9% 11k 82.38
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $895k 31k 28.78
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $888k 7.6k 116.29
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Wells Fargo & Company (WFC) 0.1 $883k -7% 18k 49.22
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Shopify Cl A (SHOP) 0.1 $877k 11k 77.90
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Columbia Etf Tr I Multi Sec Muni (MUST) 0.1 $865k NEW 42k 20.87
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Phillips 66 (PSX) 0.1 $865k 6.5k 133.13
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First Tr Morningstar Divid L SHS (FDL) 0.1 $863k -29% 24k 35.88
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $863k -11% 9.0k 95.89
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Nucor Corporation (NUE) 0.1 $857k 4.9k 174.04
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Paypal Holdings (PYPL) 0.1 $847k 14k 61.41
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $846k -2% 8.1k 104.92
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Bk Nova Cad (BNS) 0.1 $843k +12% 17k 48.69
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $834k +70% 35k 23.87
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $824k 11k 75.32
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Nextera Energy (NEE) 0.1 $816k -25% 13k 60.74
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $815k NEW 34k 23.76
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Commerce Bancshares (CBSH) 0.1 $808k +4% 15k 53.41
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Ishares Silver Tr Ishares (SLV) 0.1 $806k +2% 37k 21.78
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3M Company (MMM) 0.1 $799k 7.3k 109.32
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Capital Southwest Corporation (CSWC) 0.1 $792k +5% 33k 23.70
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Pioneer Natural Resources (PXD) 0.1 $784k -4% 3.5k 224.88
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PennantPark Investment (PNNT) 0.1 $781k 113k 6.91
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $781k 32k 24.54
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Devon Energy Corporation (DVN) 0.1 $775k +48% 17k 45.30
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $771k +22% 6.3k 122.76
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Advanced Micro Devices (AMD) 0.1 $771k -19% 5.2k 147.41
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $770k -4% 1.5k 507.30
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Walgreen Boots Alliance (WBA) 0.1 $764k +27% 29k 26.11
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Ishares Core Msci Emkt (IEMG) 0.1 $764k -16% 15k 50.58
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Ishares Tr Tips Bd Etf (TIP) 0.1 $755k -25% 7.0k 107.49
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $753k +5% 9.9k 76.13
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Eaton Vance Short Duration Diversified I (EVG) 0.1 $743k -3% 72k 10.38
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Franklin Templeton Etf Tr Us Low Volatilit (FLLV) 0.1 $741k NEW 14k 51.67
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Bristol Myers Squibb (BMY) 0.1 $741k -8% 14k 51.31
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Honeywell International (HON) 0.1 $732k -15% 3.5k 209.71
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Mondelez Intl Cl A (MDLZ) 0.1 $712k -6% 9.8k 72.43
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Past Filings by Cornerstone Wealth Management

SEC 13F filings are viewable for Cornerstone Wealth Management going back to 2016

View all past filings