Honkamp Krueger Financial Services

Latest statistics and disclosures from Avantax Planning Partners's latest quarterly 13F-HR filing:

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Positions held by Honkamp Krueger Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Avantax Planning Partners

Avantax Planning Partners holds 372 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 15.6 $409M -3% 4.9M 82.96
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 11.1 $292M -2% 4.2M 70.10
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Schwab Strategic Tr Us Dividend Eq (SCHD) 10.3 $272M -2% 3.6M 76.13
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Schwab Strategic Tr Us Aggregate B (SCHZ) 5.3 $140M -8% 3.0M 46.62
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $96M -10% 2.6M 36.96
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Ishares Tr Rus 2000 Val Etf (IWN) 3.5 $91M +5% 588k 155.33
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.8 $73M -4% 2.9M 25.30
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.3 $60M +41% 2.2M 27.04
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.0 $53M +13% 1.0M 51.66
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Vanguard Specialized Funds Div App Etf (VIG) 1.6 $43M +12% 251k 170.40
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.3 $34M +5% 589k 57.96
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Apple (AAPL) 1.3 $33M -3% 171k 192.53
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $33M -4% 108k 303.17
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $33M 130k 252.22
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $32M +10% 690k 46.63
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Ishares Core Msci Emkt (IEMG) 1.2 $30M 598k 50.58
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.1 $30M +21% 582k 50.96
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $28M +10% 272k 104.46
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Alps Etf Tr Intl Sec Dv Dog (IDOG) 1.1 $28M -7% 927k 29.87
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 1.0 $27M +7596% 1.1M 24.56
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Vaneck Etf Trust High Yld Munietf (HYD) 1.0 $27M +37% 528k 51.63
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Ishares Tr National Mun Etf (MUB) 1.0 $27M -20% 246k 108.41
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $24M 206k 116.29
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.8 $22M +22% 416k 52.80
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.7 $19M -23% 229k 83.31
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $19M +2% 462k 41.10
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Microsoft Corporation (MSFT) 0.7 $19M +7% 50k 376.04
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Accel Entertainment Com Cl A1 (ACEL) 0.7 $17M 1.7M 10.27
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $14M -2% 185k 75.10
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $14M +122% 140k 99.25
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Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $13M +5437% 165k 76.38
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $13M 87k 145.01
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.5 $12M -5% 250k 47.79
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $11M -12% 204k 54.98
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $11M -40% 102k 105.43
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Ishares Tr Eafe Value Etf (EFV) 0.4 $11M +25% 203k 52.10
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $10M -8% 131k 79.34
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Wisdomtree Tr Us Midcap Divid (DON) 0.4 $9.9M 216k 45.69
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JPMorgan Chase & Co. (JPM) 0.4 $9.9M +23% 58k 170.10
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $9.7M +15% 40k 241.77
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $8.5M -4% 18k 475.31
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Broadcom (AVGO) 0.3 $8.5M -8% 7.6k 1116.28
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $8.0M -11% 37k 219.57
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $7.7M 69k 111.63
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $7.5M 89k 83.63
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Exxon Mobil Corporation (XOM) 0.3 $7.1M +15% 71k 99.98
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Fastenal Company (FAST) 0.3 $6.9M 107k 64.77
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Vanguard Index Fds Value Etf (VTV) 0.3 $6.6M -9% 44k 149.50
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Coca-Cola Company (KO) 0.2 $6.5M 111k 58.93
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Merck & Co (MRK) 0.2 $6.3M -2% 58k 109.02
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Home Depot (HD) 0.2 $6.3M 18k 346.56
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Thermo Fisher Scientific (TMO) 0.2 $6.1M +2% 12k 530.77
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $6.1M 17k 356.66
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Ishares Tr Intl Sel Div Etf (IDV) 0.2 $6.1M -9% 216k 27.99
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Pepsi (PEP) 0.2 $5.9M 35k 169.84
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Chevron Corporation (CVX) 0.2 $5.7M +8% 39k 149.16
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $5.6M -3% 34k 165.25
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Amazon (AMZN) 0.2 $5.6M 37k 151.94
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $5.5M 73k 75.67
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Johnson & Johnson (JNJ) 0.2 $5.5M +2% 35k 156.74
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NVIDIA Corporation (NVDA) 0.2 $5.3M +8% 11k 495.23
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $5.2M +9% 13k 409.51
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Abbvie (ABBV) 0.2 $5.1M 33k 154.97
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International Business Machines (IBM) 0.2 $5.0M -5% 31k 163.55
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Deere & Company (DE) 0.2 $4.9M 12k 399.88
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Verizon Communications (VZ) 0.2 $4.8M -2% 127k 37.70
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $4.6M +11% 25k 179.97
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Texas Instruments Incorporated (TXN) 0.2 $4.5M -8% 26k 170.46
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $4.2M +11% 104k 40.21
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.2 $4.1M -24% 136k 30.59
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McDonald's Corporation (MCD) 0.2 $4.1M 14k 296.51
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Pfizer (PFE) 0.2 $4.1M -3% 142k 28.79
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $4.1M -67% 355k 11.47
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $4.0M 29k 139.69
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3M Company (MMM) 0.2 $3.9M -3% 36k 109.32
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Costco Wholesale Corporation (COST) 0.1 $3.8M -4% 5.7k 660.08
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Tesla Motors (TSLA) 0.1 $3.7M -23% 15k 248.48
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Amgen (AMGN) 0.1 $3.7M -2% 13k 288.02
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BlackRock (BLK) 0.1 $3.7M -4% 4.5k 811.88
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Procter & Gamble Company (PG) 0.1 $3.6M -12% 25k 146.54
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Us Bancorp Del Com New (USB) 0.1 $3.6M -3% 82k 43.28
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Eli Lilly & Co. (LLY) 0.1 $3.5M +56% 6.1k 582.94
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Lockheed Martin Corporation (LMT) 0.1 $3.5M -3% 7.6k 453.26
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $3.4M 95k 35.91
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Visa Com Cl A (V) 0.1 $3.2M +7% 12k 260.34
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Bank of America Corporation (BAC) 0.1 $3.1M -13% 91k 33.67
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.1M +2% 60k 51.05
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $3.0M -3% 6.3k 483.98
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Global X Fds S&p 500 Covered (XYLD) 0.1 $3.0M NEW 75k 39.44
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Cisco Systems (CSCO) 0.1 $2.9M -2% 58k 50.52
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UnitedHealth (UNH) 0.1 $2.9M -4% 5.5k 526.46
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $2.9M 98k 29.42
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.9M 36k 79.22
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $2.9M 39k 73.38
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Altria (MO) 0.1 $2.8M -4% 69k 40.34
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Meta Platforms Cl A (META) 0.1 $2.7M +3% 7.6k 353.94
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Principal Financial (PFG) 0.1 $2.7M -2% 34k 78.67
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Wisdomtree Tr Us High Dividend (DHS) 0.1 $2.6M -11% 32k 82.18
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.6M -16% 40k 64.93
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Automatic Data Processing (ADP) 0.1 $2.5M -2% 11k 232.98
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.4M 10k 237.22
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Abbott Laboratories (ABT) 0.1 $2.3M 21k 110.07
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EOG Resources (EOG) 0.1 $2.3M -5% 19k 120.95
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.1M -3% 11k 200.71
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Duke Energy Corp Com New (DUK) 0.1 $2.1M -6% 22k 97.04
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $2.1M +363% 31k 66.49
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.0M -12% 36k 56.40
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $2.0M +2% 39k 52.20
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.0M -9% 12k 173.90
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Ishares Tr Core Msci Intl (IDEV) 0.1 $2.0M -12% 32k 63.66
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Ishares Tr Msci Usa Value (VLUE) 0.1 $2.0M 20k 101.16
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Illinois Tool Works (ITW) 0.1 $2.0M -3% 7.6k 261.95
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Caterpillar (CAT) 0.1 $2.0M 6.7k 295.67
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United Parcel Service CL B (UPS) 0.1 $1.9M +6% 12k 157.22
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.9M +4% 40k 47.49
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Wal-Mart Stores (WMT) 0.1 $1.9M +4% 12k 157.66
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Valero Energy Corporation (VLO) 0.1 $1.9M -3% 14k 130.00
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Boeing Company (BA) 0.1 $1.8M -2% 7.0k 260.68
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Workiva Com Cl A (WK) 0.1 $1.8M 18k 101.53
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Adobe Systems Incorporated (ADBE) 0.1 $1.8M -5% 3.0k 596.68
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Target Corporation (TGT) 0.1 $1.8M -4% 13k 142.41
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Alphabet Cap Stk Cl C (GOOG) 0.1 $1.7M +3% 12k 140.94
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Union Pacific Corporation (UNP) 0.1 $1.7M -6% 6.9k 245.64
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.7M 8.7k 192.48
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Black Hills Corporation (BKH) 0.1 $1.7M 31k 53.95
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M +18% 22k 75.35
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Constellation Brands Cl A (STZ) 0.1 $1.7M +384% 6.8k 241.75
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Advanced Micro Devices (AMD) 0.1 $1.6M -2% 11k 147.42
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.6M -2% 5.9k 277.16
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TJX Companies (TJX) 0.1 $1.6M -4% 17k 93.81
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Linde SHS (LIN) 0.1 $1.6M -6% 3.9k 410.71
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.6M -3% 21k 75.54
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Archer Daniels Midland Company (ADM) 0.1 $1.6M 22k 72.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.6M +47% 3.6k 436.83
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.5M +5% 32k 47.90
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Oracle Corporation (ORCL) 0.1 $1.5M 14k 105.43
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Rockwell Automation (ROK) 0.1 $1.5M +6% 4.9k 310.46
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.5M 3.0k 507.38
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Newmont Mining Corporation (NEM) 0.1 $1.5M -2% 37k 41.39
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Ford Motor Company (F) 0.1 $1.5M +5% 123k 12.19
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Netflix (NFLX) 0.1 $1.5M -6% 3.0k 486.88
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M 14k 102.88
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.4M -7% 4.1k 350.91
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $1.4M -5% 61k 23.28
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $1.4M -5% 59k 23.86
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.4M -4% 11k 124.97
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Booking Holdings (BKNG) 0.1 $1.4M -5% 397.00 3547.22
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Intel Corporation (INTC) 0.1 $1.4M +4% 28k 50.25
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Applied Materials (AMAT) 0.1 $1.4M -4% 8.4k 162.07
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Alliant Energy Corporation (LNT) 0.1 $1.4M -15% 26k 51.30
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $1.3M -4% 60k 22.26
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.3M +282% 18k 73.55
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.0 $1.3M +27% 33k 38.94
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Starbucks Corporation (SBUX) 0.0 $1.3M 14k 96.01
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Owl Rock Capital Corporation (OBDC) 0.0 $1.3M 87k 14.76
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.2M 12k 100.51
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Vanguard World Fds Health Car Etf (VHT) 0.0 $1.2M +2% 4.9k 250.71
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salesforce (CRM) 0.0 $1.2M -10% 4.6k 263.13
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $1.2M -7% 25k 47.79
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $1.2M 34k 35.20
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Casey's General Stores (CASY) 0.0 $1.2M -15% 4.3k 274.74
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $1.2M +10% 2.4k 477.63
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Heartland Financial USA (HTLF) 0.0 $1.2M -72% 31k 37.61
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Servicenow (NOW) 0.0 $1.1M +18% 1.6k 706.49
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Mastercard Incorporated Cl A (MA) 0.0 $1.1M +12% 2.6k 426.56
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Walt Disney Company (DIS) 0.0 $1.1M -2% 12k 90.29
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $1.1M 28k 39.10
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American Tower Reit (AMT) 0.0 $1.1M -3% 5.0k 215.89
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Nextera Energy (NEE) 0.0 $1.0M -32% 17k 60.74
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $998k -7% 14k 69.47
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ConocoPhillips (COP) 0.0 $981k +2% 8.5k 116.06
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Waste Management (WM) 0.0 $971k +31% 5.4k 179.10
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $956k 9.9k 96.85
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $935k -4% 8.2k 114.04
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Hubbell (HUBB) 0.0 $932k 2.8k 328.93
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Parker-Hannifin Corporation (PH) 0.0 $931k +2% 2.0k 460.70
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Intuit (INTU) 0.0 $931k -4% 1.5k 624.83
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McKesson Corporation (MCK) 0.0 $920k 2.0k 462.94
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $898k +5% 12k 77.39
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Prudential Financial (PRU) 0.0 $880k -20% 8.5k 103.70
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Spdr Gold Tr Gold Shs (GLD) 0.0 $870k +2% 4.6k 191.17
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Lam Research Corporation (LRCX) 0.0 $869k -5% 1.1k 783.09
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $854k 23k 37.22
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Ishares Tr U.s. Fixed Incme (FIBR) 0.0 $837k 9.7k 86.29
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Raytheon Technologies Corp (RTX) 0.0 $835k +6% 9.9k 84.14
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Philip Morris International (PM) 0.0 $820k -2% 8.7k 94.08
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Danaher Corporation (DHR) 0.0 $808k -12% 3.5k 231.33
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Microchip Technology (MCHP) 0.0 $805k -2% 8.9k 90.18
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Ishares Tr Select Divid Etf (DVY) 0.0 $791k -9% 6.8k 117.22
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $787k 15k 51.83
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Caesars Entertainment (CZR) 0.0 $784k 17k 46.88
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Honeywell International (HON) 0.0 $777k 3.7k 209.71
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $768k 29k 26.95
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Wec Energy Group (WEC) 0.0 $764k +4% 9.1k 84.17
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Southern Company (SO) 0.0 $760k +9% 11k 70.12
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Emerson Electric (EMR) 0.0 $758k -39% 7.8k 97.33
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Qualcomm (QCOM) 0.0 $740k 5.1k 144.62
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Trane Technologies SHS (TT) 0.0 $736k -4% 3.0k 243.90
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Bayfirst Financial Corp (BAFN) 0.0 $732k 56k 13.04
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $727k +14% 23k 31.19
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American Express Company (AXP) 0.0 $727k +78% 3.9k 187.34
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Ishares Msci Emrg Chn (EMXC) 0.0 $710k +15% 13k 55.41
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Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $707k +213% 12k 57.94
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $698k -4% 14k 50.62
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Nike CL B (NKE) 0.0 $679k 6.3k 108.58
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Synopsys (SNPS) 0.0 $674k -8% 1.3k 514.91
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Ishares Tr Esg Scrnd S&p Sm (XJR) 0.0 $670k -4% 18k 38.26
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $668k +117% 27k 24.98
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $668k 14k 48.72
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Mondelez Intl Cl A (MDLZ) 0.0 $665k 9.2k 72.43
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $647k -18% 13k 50.23
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At&t (T) 0.0 $646k -7% 39k 16.78
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Lowe's Companies (LOW) 0.0 $644k -13% 2.9k 222.55
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $642k -4% 5.8k 110.67
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $640k 20k 31.54
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Wells Fargo & Company (WFC) 0.0 $634k -40% 13k 49.22
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Phillips 66 (PSX) 0.0 $609k +9% 4.6k 133.15
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $609k +10% 11k 55.67
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MDU Resources (MDU) 0.0 $608k 31k 19.80
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General Mills (GIS) 0.0 $606k 9.3k 65.14
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $605k 13k 47.24
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Select Sector Spdr Tr Financial (XLF) 0.0 $600k 16k 37.60
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Premier Cl A (PINC) 0.0 $577k 26k 22.36
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $558k 18k 31.49
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CSX Corporation (CSX) 0.0 $556k 16k 34.67
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $554k 30k 18.54
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Vanguard Index Fds Growth Etf (VUG) 0.0 $554k +2% 1.8k 310.88
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Norfolk Southern (NSC) 0.0 $550k 2.3k 236.38
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Stryker Corporation (SYK) 0.0 $539k 1.8k 299.48
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Ishares Tr Glob Indstrl Etf (EXI) 0.0 $536k 4.2k 127.43
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Colgate-Palmolive Company (CL) 0.0 $529k 6.6k 79.71
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $526k 22k 24.48
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Comcast Corp Cl A (CMCSA) 0.0 $525k +4% 12k 43.85
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Cummins (CMI) 0.0 $509k +41% 2.1k 239.53
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $505k 5.9k 85.06
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Knife River Corp Common Stock (KNF) 0.0 $504k 7.6k 66.18
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Intuitive Surgical Com New (ISRG) 0.0 $502k +9% 1.5k 337.36
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CVS Caremark Corporation (CVS) 0.0 $500k -22% 6.3k 78.96
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Medtronic SHS (MDT) 0.0 $495k -4% 6.0k 82.38
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Enterprise Products Partners (EPD) 0.0 $494k -3% 19k 26.35
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $492k -55% 2.8k 178.81
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Vanguard World Fds Industrial Etf (VIS) 0.0 $486k 2.2k 220.43
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Nucor Corporation (NUE) 0.0 $474k 2.7k 174.05
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Bristol Myers Squibb (BMY) 0.0 $472k +12% 9.2k 51.31
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Keurig Dr Pepper (KDP) 0.0 $468k 14k 33.32
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Sherwin-Williams Company (SHW) 0.0 $463k 1.5k 311.90
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Blackstone Group Inc Com Cl A (BX) 0.0 $462k 3.5k 130.92
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Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $455k 19k 23.90
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RPM International (RPM) 0.0 $453k 4.1k 111.63
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AFLAC Incorporated (AFL) 0.0 $450k 5.5k 82.50
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $449k 18k 24.91
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $449k 18k 24.76
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American Electric Power Company (AEP) 0.0 $446k +16% 5.5k 81.22
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MercadoLibre (MELI) 0.0 $428k 272.00 1571.54
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Allstate Corporation (ALL) 0.0 $423k 3.0k 139.98
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Paychex (PAYX) 0.0 $421k -8% 3.5k 119.11
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $416k NEW 1.8k 232.64
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Dupont De Nemours (DD) 0.0 $415k -4% 5.4k 76.93
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Celanese Corporation (CE) 0.0 $414k 2.7k 155.37
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Vanguard World Fds Financials Etf (VFH) 0.0 $413k -15% 4.5k 92.26
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Zoetis Cl A (ZTS) 0.0 $407k -4% 2.1k 197.37
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $405k +19% 17k 24.42
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $401k -28% 3.3k 122.75
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Palo Alto Networks (PANW) 0.0 $394k NEW 1.3k 294.88
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Garmin SHS (GRMN) 0.0 $392k -3% 3.0k 128.54
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Morgan Stanley Com New (MS) 0.0 $388k 4.2k 93.25
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General Dynamics Corporation (GD) 0.0 $386k -5% 1.5k 259.67
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $383k -7% 3.3k 117.45
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Carrier Global Corporation (CARR) 0.0 $379k +10% 6.6k 57.45
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Totalenergies Se Sponsored Ads (TTE) 0.0 $374k NEW 5.6k 67.38
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Vanguard World Fds Consum Stp Etf (VDC) 0.0 $372k 1.9k 190.96
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Oneok (OKE) 0.0 $372k +40% 5.3k 70.22
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $359k +28% 4.1k 88.36
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Gilead Sciences (GILD) 0.0 $355k -2% 4.4k 81.01
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $355k 5.1k 70.28
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General Electric Com New (GE) 0.0 $355k 2.8k 127.64
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Dow (DOW) 0.0 $355k -6% 6.5k 54.84
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Charles Schwab Corporation (SCHW) 0.0 $353k -7% 5.1k 68.80
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Devon Energy Corporation (DVN) 0.0 $352k NEW 7.8k 45.30
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First Interstate Bancsystem (FIBK) 0.0 $347k 11k 30.75
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Kimberly-Clark Corporation (KMB) 0.0 $344k +17% 2.8k 121.51
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Clorox Company (CLX) 0.0 $343k +2% 2.4k 142.58
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Shopify Cl A (SHOP) 0.0 $342k NEW 4.4k 77.90
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Kla Corp Com New (KLAC) 0.0 $341k 586.00 581.30
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W.W. Grainger (GWW) 0.0 $335k 404.00 828.69
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Vanguard World Fds Materials Etf (VAW) 0.0 $333k 1.8k 189.94
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $332k 7.0k 47.81
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Heritage Ins Hldgs (HRTG) 0.0 $329k 50k 6.52
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Anthem (ELV) 0.0 $327k -3% 693.00 471.56
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Snap-on Incorporated (SNA) 0.0 $322k 1.1k 288.84
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Digital Realty Trust (DLR) 0.0 $318k -6% 2.4k 134.58
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $316k -4% 3.0k 104.00
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Timken Company (TKR) 0.0 $315k -4% 3.9k 80.15
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Eaton Corp SHS (ETN) 0.0 $311k 1.3k 240.82
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $303k NEW 1.7k 174.87
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Ishares Tr Global Tech Etf (IXN) 0.0 $301k 4.4k 68.18
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Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $300k -15% 2.5k 117.72
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Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $296k 4.0k 73.72
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $291k 4.6k 63.33
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $288k +6% 5.5k 51.99
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $288k NEW 1.3k 213.33
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Omni (OMC) 0.0 $288k 3.3k 86.51
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Williams Companies (WMB) 0.0 $287k -2% 8.2k 34.83
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Ishares Tr Ibonds Dec (IBMM) 0.0 $286k -55% 11k 25.93
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $281k 1.0k 273.79
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Regeneron Pharmaceuticals (REGN) 0.0 $280k 319.00 878.29
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Old Republic International Corporation (ORI) 0.0 $279k -2% 9.5k 29.40
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Sempra Energy (SRE) 0.0 $279k 3.7k 74.73
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FedEx Corporation (FDX) 0.0 $278k 1.1k 253.04
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Tc Energy Corp (TRP) 0.0 $278k 7.1k 39.09
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Travelers Companies (TRV) 0.0 $277k 1.5k 190.47
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Ishares Silver Tr Ishares (SLV) 0.0 $276k -11% 13k 21.78
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PPG Industries (PPG) 0.0 $265k 1.8k 149.55
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Cardinal Health (CAH) 0.0 $263k -5% 2.6k 100.80
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Consolidated Edison (ED) 0.0 $260k +20% 2.9k 90.97
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Chipotle Mexican Grill (CMG) 0.0 $258k NEW 113.00 2286.96
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Centene Corporation (CNC) 0.0 $258k -2% 3.5k 74.21
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $253k 5.3k 47.56
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Northrop Grumman Corporation (NOC) 0.0 $252k 539.00 468.14
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Otis Worldwide Corp (OTIS) 0.0 $251k NEW 2.8k 89.47
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Ameriprise Financial (AMP) 0.0 $250k 659.00 379.83
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $250k -4% 3.5k 72.03
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Becton, Dickinson and (BDX) 0.0 $247k 1.0k 243.84
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Genuine Parts Company (GPC) 0.0 $246k -9% 1.8k 138.50
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Novo-nordisk A S Adr (NVO) 0.0 $244k +3% 2.4k 103.45
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Builders FirstSource (BLDR) 0.0 $244k NEW 1.5k 166.94
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BP Sponsored Adr (BP) 0.0 $243k -3% 6.9k 35.40
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Pembina Pipeline Corp (PBA) 0.0 $241k 7.0k 34.42
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Terex Corporation (TEX) 0.0 $240k 4.2k 57.46
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $240k NEW 2.2k 108.25
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LKQ Corporation (LKQ) 0.0 $239k 5.0k 47.79
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Federal Agric Mtg Corp CL C (AGM) 0.0 $237k NEW 1.2k 191.22
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $235k -21% 3.0k 77.73
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Cadence Bank (CADE) 0.0 $234k NEW 7.9k 29.59
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Essex Property Trust (ESS) 0.0 $234k NEW 944.00 247.94
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International Paper Company (IP) 0.0 $233k 6.4k 36.15
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Key (KEY) 0.0 $230k NEW 16k 14.40
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $229k -6% 5.4k 42.33
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Hillenbrand (HI) 0.0 $228k 4.8k 47.85
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Hewlett Packard Enterprise (HPE) 0.0 $228k -5% 13k 16.98
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $226k NEW 3.8k 59.62
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H&E Equipment Services (HEES) 0.0 $224k NEW 4.3k 52.32
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Ishares Tr Ishares Biotech (IBB) 0.0 $222k -4% 1.6k 135.85
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MGIC Investment (MTG) 0.0 $221k 12k 19.29
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Micron Technology (MU) 0.0 $221k NEW 2.6k 85.35