Evercore Wealth Management
Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, MA, UNH, TMO, and represent 21.83% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: POOL (+$15M), GNRC (+$6.0M), CE (+$5.3M), VOO, EOG, CVX, IBM, DE, KO, ADBE.
- Started 26 new stock positions in VMC, PLTR, EVR, VSS, VTYX, WY, JCI, RNR, CCEP, AG.
- Reduced shares in these 10 stocks: MSFT (-$8.0M), NVDA (-$7.5M), SSNC (-$5.7M), CBRE (-$5.4M), BLDR, ROP, SPY, HDV, AAPL, AZO.
- Sold out of its positions in ACRO, Audacy Inc Cl A, BF.A, Canadian Pacific Railway, C, DG, EOSE, FRCB, IPGP, USMV. Jaws Hurricane Acquisition-a, EL, NSTD, NOC, PEG, VFC, XEL.
- Evercore Wealth Management was a net buyer of stock by $23M.
- Evercore Wealth Management has $5.5B in assets under management (AUM), dropping by 8.70%.
- Central Index Key (CIK): 0001482689
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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 |
|
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 |
|
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 |
|
Prologis (PLD) | 0.0 | $271k | -2% | 2.2k | 122.63 |
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