Evercore Wealth Management

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

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

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Portfolio Holdings for Evercore Wealth Management

Evercore Wealth Management holds 414 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.8 $369M 1.9M 193.97
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Microsoft Corporation (MSFT) 5.8 $317M -2% 931k 340.54
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Mastercard Incorporated Cl A (MA) 3.3 $179M 455k 393.30
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UnitedHealth (UNH) 3.0 $165M 343k 480.64
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Thermo Fisher Scientific (TMO) 2.9 $161M 308k 521.75
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Amazon (AMZN) 2.9 $160M 1.2M 130.36
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Blackstone Group Inc Com Cl A (BX) 2.8 $153M 1.6M 92.97
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Home Depot (HD) 2.7 $147M 475k 310.64
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AutoZone (AZO) 2.6 $140M 56k 2493.36
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Alphabet Cap Stk Cl C (GOOG) 2.4 $131M 1.1M 120.97
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Accenture Plc Ireland Shs Class A (ACN) 2.3 $123M 399k 308.58
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Builders FirstSource (BLDR) 2.3 $123M -3% 903k 136.00
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Morgan Stanley Com New (MS) 2.0 $111M 1.3M 85.40
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Adobe Systems Incorporated (ADBE) 2.0 $109M 224k 488.99
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NVIDIA Corporation (NVDA) 1.9 $103M -6% 244k 423.02
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Alphabet Cap Stk Cl A (GOOGL) 1.9 $102M 849k 119.70
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $101M 296k 341.00
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Cdw (CDW) 1.8 $99M 537k 183.50
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McDonald's Corporation (MCD) 1.8 $98M 327k 298.41
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Cbre Group Cl A (CBRE) 1.8 $97M -5% 1.2M 80.71
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American Tower Reit (AMT) 1.7 $95M 489k 193.94
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Abbott Laboratories (ABT) 1.7 $92M 847k 109.02
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Williams Companies (WMB) 1.7 $91M 2.8M 32.63
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JPMorgan Chase & Co. (JPM) 1.6 $89M 614k 145.44
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Texas Instruments Incorporated (TXN) 1.6 $88M 488k 180.02
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Chubb (CB) 1.6 $86M 448k 192.56
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Celanese Corporation (CE) 1.6 $86M +6% 740k 115.80
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Constellation Brands Cl A (STZ) 1.5 $82M 334k 246.13
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BlackRock (BLK) 1.4 $79M 114k 691.14
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TJX Companies (TJX) 1.4 $76M 899k 84.79
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Costco Wholesale Corporation (COST) 1.3 $69M 128k 538.38
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Wisdomtree Tr Us Largecap Divd (DLN) 1.2 $68M 1.1M 63.60
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BorgWarner (BWA) 1.2 $63M 1.3M 48.91
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Nike CL B (NKE) 1.1 $62M 563k 110.37
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Ansys (ANSS) 1.1 $62M 187k 330.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $60M -2% 135k 443.28
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EOG Resources (EOG) 1.0 $57M +6% 497k 114.44
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Chevron Corporation (CVX) 0.9 $50M +6% 316k 157.35
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Generac Holdings (GNRC) 0.9 $48M +14% 320k 149.13
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Pool Corporation (POOL) 0.8 $43M +51% 113k 374.64
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Johnson & Johnson (JNJ) 0.7 $37M 222k 165.52
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Roper Industries (ROP) 0.6 $34M -5% 70k 480.80
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $33M 75k 445.71
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Ss&c Technologies Holding (SSNC) 0.6 $31M -15% 507k 60.60
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Sherwin-Williams Company (SHW) 0.5 $29M 108k 265.52
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Ishares Gold Tr Ishares New (IAU) 0.5 $25M 691k 36.39
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Pepsi (PEP) 0.4 $23M 125k 185.22
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Eli Lilly & Co. (LLY) 0.4 $22M 48k 468.98
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $21M +20% 52k 407.28
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $17M +3% 63k 275.18
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Automatic Data Processing (ADP) 0.3 $15M +5% 69k 219.79
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Procter & Gamble Company (PG) 0.3 $15M 97k 151.74
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United Parcel Service CL B (UPS) 0.3 $15M 81k 179.25
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $15M 200k 72.50
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Spdr Gold Tr Gold Shs (GLD) 0.3 $14M 81k 178.27
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Cisco Systems (CSCO) 0.2 $14M -2% 261k 51.74
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Merck & Co (MRK) 0.2 $13M +2% 114k 115.39
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Abbvie (ABBV) 0.2 $13M 97k 134.73
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Charles Schwab Corporation (SCHW) 0.2 $13M -3% 230k 56.68
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $13M 52k 243.74
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Visa Com Cl A (V) 0.2 $11M 46k 237.48
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $9.8M 21k 478.91
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Exxon Mobil Corporation (XOM) 0.2 $9.8M 91k 107.25
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $9.6M +5% 37k 261.48
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Stryker Corporation (SYK) 0.2 $9.4M +2% 31k 305.09
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Lowe's Companies (LOW) 0.2 $9.4M 42k 225.70
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McKesson Corporation (MCK) 0.2 $9.2M 22k 427.31
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Pfizer (PFE) 0.2 $9.1M 248k 36.68
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Applied Materials (AMAT) 0.2 $9.0M -3% 62k 144.54
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Oracle Corporation (ORCL) 0.2 $8.8M 74k 119.09
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $8.8M +4% 66k 132.73
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Coca-Cola Company (KO) 0.2 $8.7M +22% 144k 60.22
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Tesla Motors (TSLA) 0.2 $8.6M +9% 33k 261.77
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $7.8M +2% 170k 46.18
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $7.8M 41k 187.27
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Raytheon Technologies Corp (RTX) 0.1 $7.1M 73k 97.96
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Illinois Tool Works (ITW) 0.1 $7.0M 28k 250.16
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $6.7M +18% 13.00 517810.00
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Union Pacific Corporation (UNP) 0.1 $6.6M +6% 32k 204.62
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TransDigm Group Incorporated (TDG) 0.1 $6.6M 7.4k 894.17
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Verizon Communications (VZ) 0.1 $6.3M +10% 170k 37.19
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Danaher Corporation (DHR) 0.1 $6.2M 26k 240.00
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Nextera Energy (NEE) 0.1 $5.9M 80k 74.20
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $5.9M 30k 198.89
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $5.8M +4% 106k 54.41
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Church & Dwight (CHD) 0.1 $5.8M 57k 100.23
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Jabil Circuit (JBL) 0.1 $5.7M 53k 107.93
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Select Sector Spdr Tr Technology (XLK) 0.1 $5.6M 32k 173.86
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International Business Machines (IBM) 0.1 $5.5M +70% 41k 133.81
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Bank of America Corporation (BAC) 0.1 $5.5M 193k 28.69
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salesforce (CRM) 0.1 $5.4M -5% 26k 211.26
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Walt Disney Company (DIS) 0.1 $5.3M -10% 60k 89.28
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Check Point Software Tech Lt Ord (CHKP) 0.1 $5.0M 40k 125.62
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Starbucks Corporation (SBUX) 0.1 $5.0M +2% 50k 99.06
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Mettler-Toledo International (MTD) 0.1 $4.8M 3.6k 1311.64
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Amgen (AMGN) 0.1 $4.7M -2% 21k 222.02
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $4.7M +6% 116k 40.68
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Enterprise Products Partners (EPD) 0.1 $4.7M 178k 26.35
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Bristol Myers Squibb (BMY) 0.1 $4.5M -3% 71k 63.95
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RPM International (RPM) 0.1 $4.4M 49k 89.73
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $4.3M 21k 202.72
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Honeywell International (HON) 0.1 $4.2M +3% 20k 207.50
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Wal-Mart Stores (WMT) 0.1 $4.2M 26k 157.18
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $4.1M 18k 220.28
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Ecolab (ECL) 0.1 $4.0M -2% 22k 186.69
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Intel Corporation (INTC) 0.1 $4.0M 121k 33.44
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Emerson Electric (EMR) 0.1 $3.9M 43k 90.39
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CVS Caremark Corporation (CVS) 0.1 $3.9M +5% 56k 69.13
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $3.9M 24k 161.19
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.8M 55k 70.48
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $3.8M 112k 33.94
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $3.8M +3% 29k 128.83
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.6M -4% 9.7k 369.42
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Chart Industries (GTLS) 0.1 $3.5M 22k 159.79
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Sonoco Products Company (SON) 0.1 $3.3M 57k 59.02
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.3M 15k 220.16
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Philip Morris International (PM) 0.1 $3.2M -6% 33k 97.62
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AFLAC Incorporated (AFL) 0.1 $3.2M 46k 69.80
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O'reilly Automotive (ORLY) 0.1 $3.1M 3.3k 955.30
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $3.1M 31k 99.65
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Amphenol Corp Cl A (APH) 0.1 $3.1M 37k 84.95
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Broadcom (AVGO) 0.1 $3.1M +9% 3.5k 867.43
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Deere & Company (DE) 0.1 $3.0M +199% 7.5k 405.19
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Colgate-Palmolive Company (CL) 0.1 $3.0M +13% 39k 77.04
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Duke Energy Corp Com New (DUK) 0.1 $3.0M +3% 33k 89.74
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Charter Communications Inc N Cl A (CHTR) 0.1 $3.0M 8.1k 367.37
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Vanguard Index Fds Growth Etf (VUG) 0.1 $3.0M 10k 282.96
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Centerspace (CSR) 0.1 $2.9M 48k 61.36
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Qualcomm (QCOM) 0.1 $2.9M 24k 119.04
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Carrier Global Corporation (CARR) 0.1 $2.9M 57k 49.71
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Liberty Global SHS CL C (LBTYK) 0.1 $2.8M 160k 17.77
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Medtronic SHS (MDT) 0.1 $2.8M +2% 32k 88.10
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IDEXX Laboratories (IDXX) 0.1 $2.8M 5.5k 502.23
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Cloudflare Cl A Com (NET) 0.1 $2.8M 43k 65.37
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Progressive Corporation (PGR) 0.0 $2.7M -3% 20k 132.37
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Select Sector Spdr Tr Financial (XLF) 0.0 $2.6M +9% 78k 33.71
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Boeing Company (BA) 0.0 $2.6M -5% 12k 211.16
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $2.5M +4% 67k 38.09
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Zoetis Cl A (ZTS) 0.0 $2.5M +3% 15k 172.21
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American Express Company (AXP) 0.0 $2.5M -5% 14k 174.20
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Otis Worldwide Corp (OTIS) 0.0 $2.5M 28k 89.01
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Target Corporation (TGT) 0.0 $2.4M 18k 131.90
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Caterpillar (CAT) 0.0 $2.4M 9.7k 246.05
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Mondelez Intl Cl A (MDLZ) 0.0 $2.4M +6% 33k 72.94
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Ishares Tr Core High Dv Etf (HDV) 0.0 $2.3M -36% 23k 100.79
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Ishares Tr Select Divid Etf (DVY) 0.0 $2.3M 20k 113.30
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $2.3M 30k 74.95
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Lockheed Martin Corporation (LMT) 0.0 $2.1M +8% 4.7k 460.39
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $2.1M 14k 157.83
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $2.1M 32k 66.44
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Domino's Pizza (DPZ) 0.0 $2.1M -10% 6.3k 336.99
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $2.1M +6% 25k 82.87
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Metropcs Communications (TMUS) 0.0 $2.1M 15k 138.90
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3M Company (MMM) 0.0 $2.0M -17% 20k 100.09
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Intercontinental Exchange (ICE) 0.0 $2.0M 17k 113.08
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Jacobs Engineering Group (J) 0.0 $2.0M -9% 17k 118.89
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $2.0M +8% 18k 107.32
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $2.0M +11% 12k 169.81
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Travelers Companies (TRV) 0.0 $2.0M +7% 11k 173.66
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Yum! Brands (YUM) 0.0 $1.9M +34% 14k 138.55
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Nxp Semiconductors N V (NXPI) 0.0 $1.9M 9.5k 204.68
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.9M 26k 73.03
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Comcast Corp Cl A (CMCSA) 0.0 $1.9M +63% 46k 41.55
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Netflix (NFLX) 0.0 $1.9M +3% 4.3k 440.49
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Vmware Cl A Com (VMW) 0.0 $1.8M +15% 13k 143.69
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Select Sector Spdr Tr Energy (XLE) 0.0 $1.8M +11% 23k 81.17
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Goldman Sachs (GS) 0.0 $1.8M +4% 5.5k 322.54
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SYSCO Corporation (SYY) 0.0 $1.8M 24k 74.20
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $1.8M 11k 162.43
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $1.7M +11% 24k 74.17
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Aptar (ATR) 0.0 $1.7M 15k 115.86
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Phillips Edison & Co Common Stock (PECO) 0.0 $1.7M -3% 50k 34.08
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Meta Platforms Cl A (META) 0.0 $1.7M +6% 5.9k 286.98
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $1.7M +8% 44k 37.69
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Wells Fargo & Company (WFC) 0.0 $1.6M -3% 38k 42.68
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.6M 41k 39.56
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Marsh & McLennan Companies (MMC) 0.0 $1.6M 8.5k 188.08
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.6M 11k 140.80
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Kimberly-Clark Corporation (KMB) 0.0 $1.6M +2% 11k 138.06
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S&p Global (SPGI) 0.0 $1.5M 3.9k 400.89
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Vanguard Index Fds Value Etf (VTV) 0.0 $1.5M -10% 11k 142.10
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.4M 3.3k 442.14
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General Electric Com New (GE) 0.0 $1.4M -5% 13k 109.85
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ConocoPhillips (COP) 0.0 $1.4M -5% 14k 103.61
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Dover Corporation (DOV) 0.0 $1.4M 9.4k 147.65
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Select Sector Spdr Tr Communication (XLC) 0.0 $1.3M +10% 21k 65.08
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $1.3M 12k 107.13
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Analog Devices (ADI) 0.0 $1.3M +15% 6.7k 194.82
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Gilead Sciences (GILD) 0.0 $1.3M -6% 17k 77.07
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Marriott Intl Cl A (MAR) 0.0 $1.3M 7.1k 183.69
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $1.3M 7.6k 171.83
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Us Bancorp Del Com New (USB) 0.0 $1.3M -19% 39k 33.04
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.3M -7% 19k 67.50
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Ishares Tr S&p 100 Etf (OEF) 0.0 $1.3M 6.2k 207.06
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.3M 14k 93.64
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Phillips 66 (PSX) 0.0 $1.3M +12% 13k 95.38
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $1.3M 36k 35.37
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Arthur J. Gallagher & Co. (AJG) 0.0 $1.2M +9% 5.5k 219.57
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.2M 4.7k 254.48
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Waste Management (WM) 0.0 $1.2M 6.8k 173.42
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Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $1.2M 19k 62.09
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Parker-Hannifin Corporation (PH) 0.0 $1.2M NEW 3.0k 390.04
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.2M -12% 12k 95.41
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PNC Financial Services (PNC) 0.0 $1.2M 9.2k 125.95
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Paychex (PAYX) 0.0 $1.1M -2% 10k 111.87
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General Dynamics Corporation (GD) 0.0 $1.1M 5.3k 215.15
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Ishares Silver Tr Ishares (SLV) 0.0 $1.1M +12% 52k 20.89
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Regeneron Pharmaceuticals (REGN) 0.0 $1.1M -6% 1.5k 718.54
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Capital One Financial (COF) 0.0 $1.1M -4% 9.9k 109.37
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Mccormick & Co Com Non Vtg (MKC) 0.0 $1.1M 12k 87.23
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Equinix (EQIX) 0.0 $1.1M +3% 1.4k 783.94
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Becton, Dickinson and (BDX) 0.0 $1.1M 4.0k 264.01
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Southern Company (SO) 0.0 $1.1M -11% 15k 70.25
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Public Storage (PSA) 0.0 $1.1M +15% 3.6k 291.89
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Charles River Laboratories (CRL) 0.0 $1.1M +100% 5.0k 210.25
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Enbridge (ENB) 0.0 $1.0M +3% 28k 37.15
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $1.0M 30k 33.65
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Texas Pacific Land Corp (TPL) 0.0 $974k +145% 740.00 1316.50
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Dell Technologies CL C (DELL) 0.0 $962k +14% 18k 54.11
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Acuity Brands (AYI) 0.0 $957k 5.9k 163.08
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Consolidated Edison (ED) 0.0 $927k 10k 90.40
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Best Buy (BBY) 0.0 $918k -42% 11k 81.95
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $918k 5.6k 163.65
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Kraft Heinz (KHC) 0.0 $898k -27% 25k 35.50
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $885k 5.8k 152.56
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International Money Express (IMXI) 0.0 $866k 35k 24.53
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Norfolk Southern (NSC) 0.0 $853k 3.8k 226.76
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $852k 13k 65.28
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Chesapeake Energy Corp (CHK) 0.0 $837k 10k 83.68
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Steris Shs Usd (STE) 0.0 $832k 3.7k 224.98
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Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $829k 18k 46.63
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Baxter International (BAX) 0.0 $825k -5% 18k 45.56
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $815k 8.4k 96.98
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Dupont De Nemours (DD) 0.0 $810k 11k 71.44
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Spdr Ser Tr Aerospace Def (XAR) 0.0 $807k +17% 6.6k 121.53
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L3harris Technologies (LHX) 0.0 $806k -2% 4.1k 195.77
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General Mills (GIS) 0.0 $762k -7% 9.9k 76.70
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $758k +9% 9.1k 83.20
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Ball Corporation (BALL) 0.0 $731k 13k 58.21
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Dominion Resources (D) 0.0 $723k -16% 14k 51.79
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FedEx Corporation (FDX) 0.0 $703k -30% 2.8k 247.90
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $697k 2.0k 343.85
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Linde SHS (LIN) 0.0 $692k 1.8k 381.08
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Cigna Corp (CI) 0.0 $689k 2.5k 280.60
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Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $673k 45k 14.80
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AutoNation (AN) 0.0 $655k -7% 4.0k 164.61
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $637k +3% 10k 61.70
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State Street Corporation (STT) 0.0 $630k -18% 8.6k 73.18
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Solaredge Technologies (SEDG) 0.0 $620k -10% 2.3k 269.05
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Livent Corp (LTHM) 0.0 $618k 23k 27.43
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $617k -9% 7.4k 83.56
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Biogen Idec (BIIB) 0.0 $615k 2.2k 284.83
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American Water Works (AWK) 0.0 $614k 4.3k 142.75
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Golub Capital BDC (GBDC) 0.0 $608k 45k 13.50
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $605k 1.7k 351.91
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $605k 5.6k 108.14
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Jefferies Finl Group (JEF) 0.0 $595k -3% 18k 33.17
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Apa Corporation (APA) 0.0 $595k 17k 34.17
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Booking Holdings (BKNG) 0.0 $594k -3% 220.00 2700.33
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Advanced Micro Devices (AMD) 0.0 $591k +34% 5.2k 113.91
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Altria (MO) 0.0 $591k -23% 13k 45.30
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $590k 25k 23.31
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Nextera Energy Partners Com Unit Part In (NEP) 0.0 $586k 10k 58.64
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Corning Incorporated (GLW) 0.0 $582k -13% 17k 35.04
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Rockwell Automation (ROK) 0.0 $581k 1.8k 329.45
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Marathon Petroleum Corp (MPC) 0.0 $575k 4.9k 116.60
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $572k 10k 55.33
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Boston Scientific Corporation (BSX) 0.0 $570k 11k 54.09
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D.R. Horton (DHI) 0.0 $569k 4.7k 121.69
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Eaton Corp SHS (ETN) 0.0 $557k +55% 2.8k 201.10
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Schlumberger Com Stk (SLB) 0.0 $552k +14% 11k 49.12
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International Flavors & Fragrances (IFF) 0.0 $548k +52% 6.9k 79.59
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W.W. Grainger (GWW) 0.0 $537k 681.00 788.59
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Air Products & Chemicals (APD) 0.0 $531k -22% 1.8k 299.54
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Devon Energy Corporation (DVN) 0.0 $521k 11k 48.34
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Verisk Analytics (VRSK) 0.0 $516k -11% 2.3k 226.03
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CSX Corporation (CSX) 0.0 $509k -5% 15k 34.10
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AmerisourceBergen (ABC) 0.0 $508k +8% 2.6k 192.43
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At&t (T) 0.0 $508k -25% 32k 15.95
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Moody's Corporation (MCO) 0.0 $502k 1.4k 347.72
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $497k +18% 4.7k 106.06
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Motorola Solutions Com New (MSI) 0.0 $490k +8% 1.7k 293.28
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Ishares Core Msci Emkt (IEMG) 0.0 $489k -15% 9.9k 49.29
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Zimmer Holdings (ZBH) 0.0 $487k 3.3k 145.61
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Intuit (INTU) 0.0 $485k -10% 1.1k 458.19
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Msci (MSCI) 0.0 $482k -4% 1.0k 469.29
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Palantir Technologies Cl A (PLTR) 0.0 $477k NEW 31k 15.33
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AES Corporation (AES) 0.0 $472k 23k 20.73
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Cme (CME) 0.0 $467k 2.5k 185.29
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Apollo Global Mgmt (APO) 0.0 $462k -16% 6.0k 76.81
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Dow (DOW) 0.0 $441k 8.3k 53.26
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Digital Realty Trust (DLR) 0.0 $438k +11% 3.8k 113.87
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Truist Financial Corp equities (TFC) 0.0 $434k +45% 14k 30.35
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $433k +56% 3.5k 122.60
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Martin Marietta Materials (MLM) 0.0 $428k -14% 928.00 461.69
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Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $417k NEW 2.2k 186.52
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American Electric Power Company (AEP) 0.0 $403k -14% 4.8k 84.20
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Kla Corp Com New (KLAC) 0.0 $402k 828.00 485.02
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $392k 5.2k 75.00
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Crown Holdings (CCK) 0.0 $391k -15% 4.5k 86.87
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Hershey Company (HSY) 0.0 $388k 1.6k 249.70
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Lucid Group (LCID) 0.0 $383k +30% 56k 6.89
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Cyteir Therapeutics (CYT) 0.0 $381k 147k 2.60
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Teleflex Incorporated (TFX) 0.0 $380k 1.6k 242.03
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Ameriprise Financial (AMP) 0.0 $378k +19% 1.1k 332.16
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Crown Castle Intl (CCI) 0.0 $377k -11% 3.3k 113.94
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Te Connectivity SHS (TEL) 0.0 $373k 2.7k 140.16
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Pioneer Natural Resources (PXD) 0.0 $368k 1.8k 207.18
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Eastman Chemical Company (EMN) 0.0 $356k NEW 4.2k 83.72
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Anthem (ELV) 0.0 $355k 799.00 444.29
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Palo Alto Networks (PANW) 0.0 $349k 1.4k 255.51
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Tapestry (TPR) 0.0 $347k 8.1k 42.80
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NetScout Systems (NTCT) 0.0 $346k 11k 30.95
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Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $345k 5.5k 62.32
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $344k 1.4k 241.29
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Cummins (CMI) 0.0 $338k -6% 1.4k 245.16
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $327k 8.8k 37.08
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Canadian Natl Ry (CNI) 0.0 $325k 2.7k 121.07
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $322k 1.9k 165.40
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Walgreen Boots Alliance (WBA) 0.0 $322k -6% 11k 28.49
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $320k 9.0k 35.66
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Ishares Tr Agency Bond Etf (AGZ) 0.0 $319k 3.0k 106.97
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Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $318k 14k 22.70
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Westrock (WRK) 0.0 $318k -7% 11k 29.07
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Corteva (CTVA) 0.0 $314k 5.5k 57.30
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Servicenow (NOW) 0.0 $313k 556.00 561.97
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $312k NEW 4.3k 72.63
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Gra (GGG) 0.0 $303k 3.5k 86.35
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Edwards Lifesciences (EW) 0.0 $301k 3.2k 94.33
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Expedia Group Com New (EXPE) 0.0 $298k -2% 2.7k 109.39
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Woodward Governor Company (WWD) 0.0 $297k 2.5k 118.91
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Canadian Pacific Kansas City (CP) 0.0 $297k NEW 3.7k 80.77
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $295k 6.1k 48.16
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Intuitive Surgical Com New (ISRG) 0.0 $294k 861.00 341.94
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Ameren Corporation (AEE) 0.0 $294k 3.6k 81.67
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Wabtec Corporation (WAB) 0.0 $292k -9% 2.7k 109.67
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Arista Networks (ANET) 0.0 $292k 1.8k 162.06
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $291k NEW 2.0k 148.83
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Yum China Holdings (YUMC) 0.0 $287k 5.1k 56.50
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Allstate Corporation (ALL) 0.0 $286k 2.6k 109.04
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Sensient Technologies Corporation (SXT) 0.0 $285k 4.0k 71.13
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $284k 5.1k 55.57
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Raymond James Financial (RJF) 0.0 $283k 2.7k 103.77
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CF Industries Holdings (CF) 0.0 $283k 4.1k 69.42
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $282k +45% 4.3k 65.44
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Genuine Parts Company (GPC) 0.0 $281k -38% 1.7k 169.23
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $281k 1.1k 254.09
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Henry Schein (HSIC) 0.0 $280k 3.4k 81.10
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Lam Research Corporation (LRCX) 0.0 $278k 433.00 642.86
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $278k -5% 3.0k 94.28
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White Mountains Insurance Gp (WTM) 0.0 $278k 200.00 1388.91
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $276k 10k 27.15
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Broadridge Financial Solutions (BR) 0.0 $276k 1.7k 165.63
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Rogers Communications CL B (RCI) 0.0 $274k 6.0k 45.64
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Wright Express (WEX) 0.0 $274k 1.5k 182.07
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Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $272k NEW 8.1k 33.51
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Prologis (PLD) 0.0 $271k -2% 2.2k 122.63