Legacy Financial Advisors
Latest statistics and disclosures from Legacy Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRW, ITOT, XC, DIVI, AAPL, and represent 25.37% of Legacy Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: DIVI (+$20M), AVGO, CTAS, DGRW, AAPL, PG, GQI, CME, BLK, XC.
- Started 35 new stock positions in SLV, VUG, SNY, XCEM, ITW, GEHC, ILMN, AMT, LRCX, BX.
- Reduced shares in these 10 stocks: DWM (-$16M), DNL (-$14M), USMV, PEG, ITOT, COMM, Lam Research Corporation, , VTI, QGRW.
- Sold out of its positions in BCS, BlackRock, COMM, CBRL, EMR, FCX, HP, Lam Research Corporation, TAK, UBS. NXPI.
- Legacy Financial Advisors was a net buyer of stock by $6.5M.
- Legacy Financial Advisors has $595M in assets under management (AUM), dropping by 6.01%.
- Central Index Key (CIK): 0001730810
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Portfolio Holdings for Legacy Financial Advisors
Legacy Financial Advisors holds 358 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 11.0 | $65M | 785k | 83.21 |
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 4.6 | $27M | 216k | 125.62 |
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Wisdomtree Emerging Markets Ex-china Fund Etf (XC) | 3.4 | $20M | +3% | 611k | 32.98 |
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Franklin International Core Dividend Tilt Index Fund Etf (DIVI) | 3.4 | $20M | NEW | 602k | 33.16 |
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Apple Stock (AAPL) | 3.1 | $18M | +4% | 79k | 233.00 |
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Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) | 2.9 | $17M | +3% | 218k | 80.00 |
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Wisdomtree U.s. Quality Growth Fund Etf (QGRW) | 2.9 | $17M | -2% | 377k | 45.62 |
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Natixis Gateway Quality Income Etf Etf (GQI) | 2.8 | $17M | +4% | 312k | 54.32 |
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Jpmorgan Municipal Etf Etf (JMUB) | 2.4 | $15M | +4% | 283k | 51.27 |
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Microsoft Stock (MSFT) | 2.4 | $14M | 34k | 430.30 |
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Procter And Gamble Stock (PG) | 2.3 | $14M | +5% | 80k | 173.20 |
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Ishares Core Dividend Growth Etf Etf (DGRO) | 2.1 | $12M | 198k | 62.69 |
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Nvidia Corp Stock (NVDA) | 2.1 | $12M | 102k | 121.44 |
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Jpmorgan Chase & Co Stock (JPM) | 1.4 | $8.0M | 38k | 210.86 |
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Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) | 1.3 | $7.8M | -14% | 85k | 91.31 |
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Amazon.com Stock (AMZN) | 1.2 | $6.9M | +2% | 37k | 186.33 |
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Meta Platforms Inc Cl A Stock (META) | 1.1 | $6.3M | +3% | 11k | 572.44 |
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Ishares Core Msci Eafe Etf Etf (IEFA) | 1.0 | $5.7M | 73k | 78.05 |
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Wisdomtree International Equity Fund Etf (DWM) | 0.9 | $5.5M | -74% | 95k | 57.56 |
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Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) | 0.9 | $5.1M | -72% | 130k | 39.40 |
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Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.8 | $5.0M | -3% | 51k | 96.52 |
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Google Stock (GOOGL) | 0.8 | $4.5M | 27k | 165.85 |
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Tesla Motors Stock (TSLA) | 0.7 | $4.3M | +5% | 16k | 261.63 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.7 | $4.2M | -2% | 25k | 167.19 |
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Vanguard Total Stk Mkt Etf (VTI) | 0.7 | $4.0M | -9% | 14k | 283.16 |
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.6 | $3.8M | 62k | 61.11 |
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Truist Finl Corp Stock (TFC) | 0.6 | $3.7M | 86k | 42.77 |
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Visa Stock (V) | 0.6 | $3.6M | +3% | 13k | 274.95 |
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Exxon Mobil Corp Stock (XOM) | 0.6 | $3.5M | +5% | 30k | 117.22 |
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Fifth Third Bancorp Stock (FITB) | 0.6 | $3.5M | -2% | 82k | 42.84 |
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Ishares S&p 500 Index Etf (IVV) | 0.6 | $3.4M | -3% | 5.9k | 576.81 |
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Oracle Corporation Stock (ORCL) | 0.6 | $3.3M | +2% | 20k | 170.40 |
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Unitedhealth Group Stock (UNH) | 0.5 | $3.2M | +3% | 5.5k | 584.72 |
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.5 | $3.2M | 60k | 52.98 |
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Home Depot Stock (HD) | 0.5 | $3.1M | +2% | 7.7k | 405.18 |
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Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.5 | $3.1M | 117k | 26.27 |
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Netflix Stock (NFLX) | 0.5 | $3.0M | 4.3k | 709.27 |
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Johnson & Johnson Stock (JNJ) | 0.5 | $2.9M | +12% | 18k | 162.06 |
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $2.9M | +4% | 6.3k | 460.27 |
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Pnc Finl Svcs Group Stock (PNC) | 0.5 | $2.8M | 15k | 184.85 |
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Eli Lilly & Co Stock (LLY) | 0.4 | $2.7M | +2% | 3.0k | 885.90 |
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Coca Cola Stock (KO) | 0.4 | $2.7M | +2% | 37k | 71.86 |
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Avago Technologies Stock (AVGO) | 0.4 | $2.6M | +902% | 15k | 172.50 |
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Fidelity Total Bond Etf Etf (FBND) | 0.4 | $2.4M | 52k | 46.74 |
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Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.4 | $2.3M | 44k | 52.81 |
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Merck & Co Stock (MRK) | 0.4 | $2.1M | -8% | 19k | 113.56 |
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Walmart Stock (WMT) | 0.3 | $2.0M | 25k | 80.75 |
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Mastercard Stock (MA) | 0.3 | $2.0M | +3% | 4.1k | 493.83 |
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Texas Instrs Stock (TXN) | 0.3 | $2.0M | +7% | 9.6k | 206.58 |
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Cisco Sys Stock (CSCO) | 0.3 | $2.0M | +13% | 37k | 53.22 |
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Snap On Stock (SNA) | 0.3 | $1.9M | 6.6k | 289.69 |
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Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $1.9M | +6% | 45k | 41.77 |
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Union Pac Corp Stock (UNP) | 0.3 | $1.9M | +9% | 7.6k | 246.47 |
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Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.3 | $1.8M | 36k | 51.12 |
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Amgen Stock (AMGN) | 0.3 | $1.8M | 5.6k | 322.24 |
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Abbvie Stock (ABBV) | 0.3 | $1.8M | +4% | 9.1k | 197.49 |
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Chevron Corp Stock (CVX) | 0.3 | $1.8M | -8% | 12k | 147.28 |
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Verizon Communications Stock (VZ) | 0.3 | $1.8M | +6% | 40k | 44.91 |
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Salesforce Stock (CRM) | 0.3 | $1.7M | +11% | 6.4k | 273.72 |
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Cintas Corp Stock (CTAS) | 0.3 | $1.7M | +278% | 8.1k | 205.87 |
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Lockheed Martin Corp Stock (LMT) | 0.3 | $1.6M | +2% | 2.8k | 584.65 |
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Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.3 | $1.6M | 14k | 119.07 |
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Pepsico Stock (PEP) | 0.3 | $1.6M | +4% | 9.4k | 170.05 |
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Costco Wholesale Corp Stock (COST) | 0.3 | $1.6M | 1.8k | 886.39 |
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Taiwan Semiconductor Manufacturing Adr (TSM) | 0.3 | $1.5M | 8.9k | 173.67 |
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Intl Business Machines Stock (IBM) | 0.3 | $1.5M | +9% | 6.9k | 221.08 |
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Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.3 | $1.5M | +11% | 23k | 67.27 |
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Pfizer Stock (PFE) | 0.3 | $1.5M | 52k | 28.94 |
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Bank America Corp Stock (BAC) | 0.3 | $1.5M | +2% | 38k | 39.68 |
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Us Bancorp Del Stock (USB) | 0.2 | $1.5M | 32k | 45.73 |
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General Dynamics Corp Stock (GD) | 0.2 | $1.5M | -16% | 4.8k | 302.19 |
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Mcdonalds Corp Stock (MCD) | 0.2 | $1.4M | +6% | 4.5k | 304.48 |
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Accenture Ltd Bermuda Cl A Stock (ACN) | 0.2 | $1.4M | +4% | 3.9k | 353.47 |
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Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.3M | +2% | 2.2k | 618.59 |
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Entergy Corp Stock (ETR) | 0.2 | $1.3M | -12% | 10k | 131.60 |
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Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $1.3M | +71% | 2.3k | 573.82 |
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Boeing Stock (BA) | 0.2 | $1.3M | -10% | 8.5k | 152.03 |
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Novartis Adr (NVS) | 0.2 | $1.3M | +3% | 11k | 115.02 |
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3M Stock (MMM) | 0.2 | $1.2M | 9.1k | 136.70 |
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Motorola Solutions Stock (MSI) | 0.2 | $1.2M | 2.8k | 449.61 |
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United Parcel Service Stock (UPS) | 0.2 | $1.2M | +2% | 8.9k | 136.34 |
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Progressive Corp Stock (PGR) | 0.2 | $1.2M | +3% | 4.7k | 253.76 |
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Hillman Solutions Corp Stock (HLMN) | 0.2 | $1.2M | 113k | 10.56 |
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Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) | 0.2 | $1.2M | +3% | 26k | 45.71 |
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Medtronic Stock (MDT) | 0.2 | $1.2M | 13k | 90.03 |
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Disney Walt Stock (DIS) | 0.2 | $1.2M | -3% | 12k | 96.19 |
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Chicago Mercantile Hldgs Stock (CME) | 0.2 | $1.2M | +187% | 5.3k | 220.66 |
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Ge Aerospace Stock (GE) | 0.2 | $1.2M | -11% | 6.1k | 188.57 |
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Vertex Pharmaceuticals In Stock (VRTX) | 0.2 | $1.1M | 2.4k | 465.08 |
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Starbucks Corp Stock (SBUX) | 0.2 | $1.1M | +9% | 12k | 97.49 |
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Invesco S&p International Developed High Quality Etf Etf (IDHQ) | 0.2 | $1.1M | +10% | 34k | 31.76 |
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Dimensional International Value Etf Etf (DFIV) | 0.2 | $1.1M | +11% | 29k | 38.08 |
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Adobe Sys Stock (ADBE) | 0.2 | $1.1M | +5% | 2.1k | 517.78 |
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Automatic Data Processing Stock (ADP) | 0.2 | $1.0M | +7% | 3.7k | 276.73 |
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Unilever Adr (UL) | 0.2 | $1.0M | -3% | 16k | 64.96 |
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Intuitive Surgical Stock (ISRG) | 0.2 | $1.0M | +5% | 2.1k | 491.27 |
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Dimensional International Small Cap Value Etf Etf (DISV) | 0.2 | $1.0M | +7% | 35k | 29.06 |
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Autodesk Stock (ADSK) | 0.2 | $1.0M | 3.7k | 275.45 |
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Cullen Frost Bankers Stock (CFR) | 0.2 | $996k | 8.9k | 111.86 |
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Qualcomm Stock (QCOM) | 0.2 | $959k | -16% | 5.6k | 170.06 |
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Tjx Cos Stock (TJX) | 0.2 | $956k | +3% | 8.1k | 117.54 |
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Total Sa Adr (TTE) | 0.2 | $951k | 15k | 64.62 |
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Advanced Micro Devices Stock (AMD) | 0.2 | $944k | -2% | 5.8k | 164.08 |
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Regeneron Pharmaceuticals Stock (REGN) | 0.2 | $940k | 894.00 | 1051.24 |
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Rtx Corporation Stock (RTX) | 0.2 | $933k | +2% | 7.7k | 121.16 |
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Phillips 66 Stock (PSX) | 0.2 | $908k | 6.9k | 131.44 |
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Nextera Energy Stock (NEE) | 0.2 | $907k | +6% | 11k | 84.53 |
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Philip Morris Intl Stock (PM) | 0.2 | $905k | +5% | 7.5k | 121.40 |
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Royal Dutch Shell Plc- Adr (SHEL) | 0.2 | $903k | 14k | 65.95 |
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Msc Indl Direct Inc Cl A Stock (MSM) | 0.1 | $892k | +16% | 10k | 86.06 |
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Lowes Cos Stock (LOW) | 0.1 | $891k | +11% | 3.3k | 270.84 |
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Linde Stock (LIN) | 0.1 | $883k | +4% | 1.9k | 476.91 |
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Public Svc Enterprise Grp Stock (PEG) | 0.1 | $862k | -38% | 9.7k | 89.21 |
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Intel Corp Stock (INTC) | 0.1 | $858k | +18% | 37k | 23.46 |
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Invesco S&p Midcap Quality Etf Etf (XMHQ) | 0.1 | $857k | 8.4k | 102.58 |
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Abbott Labs Stock (ABT) | 0.1 | $853k | +8% | 7.5k | 114.01 |
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Vanguard Mega Cap Growth Etf Etf (MGK) | 0.1 | $853k | -3% | 2.6k | 321.95 |
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Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $840k | 1.0k | 832.91 |
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Invesco International Dividend Achievers Etf Etf (PID) | 0.1 | $839k | -3% | 42k | 19.78 |
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Shopify Inc Cl A Stock (SHOP) | 0.1 | $838k | 11k | 80.14 |
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Analog Devices Stock (ADI) | 0.1 | $825k | +2% | 3.6k | 230.17 |
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Black Hills Corp Stock (BKH) | 0.1 | $819k | +19% | 13k | 61.12 |
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Realty Income Corp Reit (O) | 0.1 | $811k | 13k | 63.42 |
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Applied Matls Stock (AMAT) | 0.1 | $810k | -19% | 4.0k | 202.06 |
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T Rowe Price Group Stock (TROW) | 0.1 | $801k | -3% | 7.4k | 108.92 |
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Eastman Chemical Stock (EMN) | 0.1 | $797k | 7.1k | 111.96 |
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Caterpillar Stock (CAT) | 0.1 | $795k | +2% | 2.0k | 391.13 |
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Service Now Stock (NOW) | 0.1 | $782k | +6% | 874.00 | 894.39 |
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Hershey Stock (HSY) | 0.1 | $776k | 4.0k | 191.79 |
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Chubb Stock (CB) | 0.1 | $765k | +6% | 2.7k | 288.36 |
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Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $765k | +5% | 9.8k | 77.91 |
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Hess Corp Stock (HES) | 0.1 | $764k | -2% | 5.6k | 135.79 |
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Toyota Motor Corp Ads Adr (TM) | 0.1 | $763k | -4% | 4.3k | 178.56 |
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Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.1 | $760k | -6% | 12k | 62.32 |
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Hsbc Holdings Plc Spons Adr (HSBC) | 0.1 | $756k | +2% | 17k | 45.19 |
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Griid Infrastructure Stock (GRDI) | 0.1 | $755k | 982k | 0.77 |
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Danaher Corp Stock (DHR) | 0.1 | $753k | +4% | 2.7k | 278.07 |
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Allstate Corp Stock (ALL) | 0.1 | $753k | 4.0k | 189.63 |
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Robert Half Stock (RHI) | 0.1 | $750k | +9% | 11k | 67.41 |
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American Express Stock (AXP) | 0.1 | $750k | +4% | 2.8k | 271.24 |
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Intuit Stock (INTU) | 0.1 | $748k | +8% | 1.2k | 621.00 |
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Eaton Corp Stock (ETN) | 0.1 | $748k | -8% | 2.3k | 331.47 |
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Monster Beverage Corp Stock (MNST) | 0.1 | $745k | +11% | 14k | 52.17 |
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C H Robinson Worldwide Stock (CHRW) | 0.1 | $737k | 6.7k | 110.38 |
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Dover Corp Stock (DOV) | 0.1 | $737k | 3.8k | 191.74 |
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Conocophillips Stock (COP) | 0.1 | $734k | +2% | 7.0k | 105.29 |
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Clorox Co Del Stock (CLX) | 0.1 | $731k | 4.5k | 162.92 |
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Quest Diagnostics Stock (DGX) | 0.1 | $726k | 4.7k | 155.24 |
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Huntington Ingalls Inds Stock (HII) | 0.1 | $724k | 2.7k | 264.34 |
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Henry Jack & Assoc Stock (JKHY) | 0.1 | $723k | 4.1k | 176.54 |
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Goldman Sachs Group Stock (GS) | 0.1 | $722k | +9% | 1.5k | 495.03 |
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Wells Fargo Stock (WFC) | 0.1 | $718k | -16% | 13k | 56.49 |
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Honeywell Intl Stock (HON) | 0.1 | $706k | +9% | 3.4k | 206.69 |
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Elevance Health Stock (ELV) | 0.1 | $690k | +2% | 1.3k | 519.92 |
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Marathon Pete Corp Stock (MPC) | 0.1 | $683k | 4.2k | 162.92 |
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Duke Energy Corp Stock (DUK) | 0.1 | $682k | 5.9k | 115.31 |
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Allison Transmission Hldgs Stock (ALSN) | 0.1 | $680k | 7.1k | 96.07 |
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Paypal Hldgs Stock (PYPL) | 0.1 | $679k | +13% | 8.7k | 78.03 |
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Paychex Stock (PAYX) | 0.1 | $660k | -5% | 4.9k | 134.18 |
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Devon Energy Corp Stock (DVN) | 0.1 | $656k | -15% | 17k | 39.12 |
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S&p Global Stock (SPGI) | 0.1 | $638k | +3% | 1.2k | 516.76 |
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $633k | 4.8k | 131.91 |
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Spdr Gold Etf Etf (GLD) | 0.1 | $629k | +126% | 2.6k | 243.07 |
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Nike Inc Class B Stock (NKE) | 0.1 | $627k | +47% | 7.1k | 88.40 |
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Blackrock Stock (BLK) | 0.1 | $624k | NEW | 658.00 | 948.95 |
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Morgan Stanley Stock (MS) | 0.1 | $623k | -14% | 6.0k | 104.24 |
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Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $622k | 17k | 37.20 |
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Skyworks Solutions Stock (SWKS) | 0.1 | $615k | -9% | 6.2k | 98.77 |
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Hormel Foods Corp Stock (HRL) | 0.1 | $609k | 19k | 31.70 |
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Rio Tinto Adr (RIO) | 0.1 | $604k | -7% | 8.5k | 71.17 |
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Whirlpool Corp Stock (WHR) | 0.1 | $604k | +2% | 5.6k | 107.00 |
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Air Prods & Chems Stock (APD) | 0.1 | $602k | +6% | 2.0k | 297.79 |
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Deere & Co Stock (DE) | 0.1 | $598k | +15% | 1.4k | 417.37 |
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Parker-hannifin Corp Stock (PH) | 0.1 | $597k | +13% | 945.00 | 632.00 |
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Sony Group Corp Adr (SONY) | 0.1 | $595k | +9% | 6.2k | 96.58 |
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Kimball Electronics Stock (KE) | 0.1 | $583k | 32k | 18.51 |
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Cencora Stock (COR) | 0.1 | $579k | 2.6k | 225.10 |
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Cvs Health Corp Stock (CVS) | 0.1 | $578k | 9.2k | 62.88 |
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Nuveen Esg Large-cap Value Etf Etf (NULV) | 0.1 | $572k | +18% | 14k | 41.72 |
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Optical Cable Corp Stock (OCC) | 0.1 | $568k | +104% | 212k | 2.68 |
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Prologis Share Beneficial Int Reit (PLD) | 0.1 | $552k | +12% | 4.4k | 126.28 |
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American Finl Group Inc O Stock (AFG) | 0.1 | $542k | -22% | 4.0k | 134.60 |
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O Reilly Automotive Stock (ORLY) | 0.1 | $537k | -3% | 466.00 | 1152.09 |
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Yum! Brands Stock (YUM) | 0.1 | $536k | +10% | 3.8k | 139.71 |
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Ingredion Stock (INGR) | 0.1 | $534k | 3.9k | 137.44 |
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The Cigna Group Stock (CI) | 0.1 | $524k | +5% | 1.5k | 346.44 |
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Bristol-myers Squibb Stock (BMY) | 0.1 | $520k | +5% | 10k | 51.74 |
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Uber Technologies Stock (UBER) | 0.1 | $520k | +69% | 6.9k | 75.16 |
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Firstenergy Corp Stock (FE) | 0.1 | $518k | 12k | 44.35 |
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Ford Motor Company Stock (F) | 0.1 | $517k | +15% | 49k | 10.56 |
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Marsh & Mclennan Cos Stock (MMC) | 0.1 | $516k | +4% | 2.3k | 223.11 |
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Walgreens Boots Alliance Stock (WBA) | 0.1 | $514k | +80% | 57k | 8.96 |
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Ge Vernova Stock (GEV) | 0.1 | $509k | +2% | 2.0k | 254.98 |
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BP Adr (BP) | 0.1 | $509k | -14% | 16k | 31.39 |
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At&t Stock (T) | 0.1 | $503k | -31% | 23k | 22.00 |
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Trane Technologies Stock (TT) | 0.1 | $503k | +8% | 1.3k | 388.72 |
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Synopsys Stock (SNPS) | 0.1 | $495k | 978.00 | 506.39 |
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Sap Aktiengesellschaft Adr (SAP) | 0.1 | $494k | +17% | 2.2k | 229.14 |
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Royal Bank Of Canada Stock (RY) | 0.1 | $493k | +3% | 4.0k | 124.72 |
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Sherwin Williams Stock (SHW) | 0.1 | $488k | +7% | 1.3k | 381.61 |
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Huntington Bancshares Stock (HBAN) | 0.1 | $485k | 33k | 14.70 |
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Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.1 | $485k | +9% | 4.1k | 116.97 |
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T-mobile Us Stock (TMUS) | 0.1 | $483k | +7% | 2.3k | 206.36 |
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Ishares Russell 3000 Etf Etf (IWV) | 0.1 | $481k | -3% | 1.5k | 326.73 |
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $474k | -12% | 8.9k | 53.15 |
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Booking Holdings Stock (BKNG) | 0.1 | $472k | +2% | 112.00 | 4212.12 |
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Principal Financial Group Stock (PFG) | 0.1 | $471k | 5.5k | 85.90 |
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Kla-tencor Corp Stock (KLAC) | 0.1 | $470k | 606.00 | 774.77 |
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M & T Bk Corp Stock (MTB) | 0.1 | $464k | +3% | 2.6k | 178.12 |
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Ing Groep Nv Adr (ING) | 0.1 | $459k | +6% | 25k | 18.16 |
|
Southern Stock (SO) | 0.1 | $454k | -2% | 5.0k | 90.17 |
|
American Airls Group Stock (AAL) | 0.1 | $451k | 40k | 11.24 |
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Enbridge Stock (ENB) | 0.1 | $450k | +48% | 11k | 40.61 |
|
Eog Resources Stock (EOG) | 0.1 | $448k | +13% | 3.6k | 122.93 |
|
Lincoln Elec Hldgs Stock (LECO) | 0.1 | $434k | 2.3k | 192.05 |
|
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Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $430k | +4% | 5.8k | 73.67 |
|
Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $430k | 5.1k | 84.53 |
|
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Kohls Corp Stock (KSS) | 0.1 | $428k | -2% | 20k | 21.10 |
|
Expeditors Intl Wash Stock (EXPD) | 0.1 | $426k | +2% | 3.2k | 131.39 |
|
Dominion Resources Stock (D) | 0.1 | $424k | +2% | 7.3k | 57.79 |
|
British American Tobacco Adr (BTI) | 0.1 | $422k | +20% | 12k | 36.58 |
|
Simon Property Group Reit (SPG) | 0.1 | $420k | 2.5k | 169.00 |
|
|
Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $416k | 4.7k | 88.14 |
|
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Ishares Dj Us Technology Etf (IYW) | 0.1 | $415k | 2.7k | 151.62 |
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Centerpoint Energy Stock (CNP) | 0.1 | $414k | +4% | 14k | 29.42 |
|
Royal Carribbean Cruises Stock (RCL) | 0.1 | $413k | +6% | 2.3k | 177.36 |
|
Stanley Black & Decker Stock (SWK) | 0.1 | $412k | -2% | 3.7k | 110.14 |
|
Agnico Eagle Mines Stock (AEM) | 0.1 | $411k | 5.1k | 80.56 |
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Moodys Corp Stock (MCO) | 0.1 | $403k | +2% | 849.00 | 474.70 |
|
Omnicom Group Stock (OMC) | 0.1 | $400k | -3% | 3.9k | 103.39 |
|
Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $396k | -7% | 3.9k | 101.65 |
|
Fiserv Stock (FI) | 0.1 | $390k | +6% | 2.2k | 179.63 |
|
Lam Research Corp Stock (LRCX) | 0.1 | $390k | NEW | 477.00 | 816.74 |
|
Factset Resh Sys Stock (FDS) | 0.1 | $389k | 846.00 | 459.93 |
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Fedex Corp Stock (FDX) | 0.1 | $389k | +2% | 1.4k | 273.77 |
|
Cadence Design System Stock (CDNS) | 0.1 | $388k | 1.4k | 271.03 |
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Marriott Intl Stock (MAR) | 0.1 | $383k | -4% | 1.5k | 248.60 |
|
Belden Cdt Stock (BDC) | 0.1 | $378k | 3.2k | 117.13 |
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Coca Cola Enterprise Stock (CCEP) | 0.1 | $376k | +3% | 4.8k | 78.75 |
|
Chipotle Mexican Grill Stock (CMG) | 0.1 | $373k | +15% | 6.5k | 57.62 |
|
Kroger Stock (KR) | 0.1 | $373k | 6.5k | 57.30 |
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Alibaba Group Hldg Adr (BABA) | 0.1 | $372k | +7% | 3.5k | 106.12 |
|
Canadian Pacific Kansas City Stock (CP) | 0.1 | $369k | +15% | 4.3k | 85.55 |
|
Sabre Corp Stock (SABR) | 0.1 | $367k | 100k | 3.67 |
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Archer Daniels Midland Stock (ADM) | 0.1 | $366k | +2% | 6.1k | 59.74 |
|
Csx Corp Stock (CSX) | 0.1 | $357k | +23% | 10k | 34.53 |
|
GSK Adr (GSK) | 0.1 | $355k | +4% | 8.7k | 40.88 |
|
Crown Castle Intl Corp Reit (CCI) | 0.1 | $355k | 3.0k | 118.62 |
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Health Care Reit Reit (WELL) | 0.1 | $355k | +7% | 2.8k | 128.02 |
|
Waste Management Stock (WM) | 0.1 | $353k | 1.7k | 207.60 |
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Relx Adr (RELX) | 0.1 | $348k | +39% | 7.3k | 47.46 |
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Palo Alto Networks Stock (PANW) | 0.1 | $346k | +39% | 1.0k | 341.80 |
|
Xcel Energy Stock (XEL) | 0.1 | $344k | +4% | 5.3k | 65.31 |
|
Fmc Corp Stock (FMC) | 0.1 | $343k | 5.2k | 65.94 |
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Northrop Grumman Corp Stock (NOC) | 0.1 | $342k | +2% | 647.00 | 527.91 |
|
Norfolk Southern Crp Stock (NSC) | 0.1 | $336k | +8% | 1.4k | 248.50 |
|
Boston Scientific Corp Stock (BSX) | 0.1 | $333k | -3% | 4.0k | 83.80 |
|
Capital One Financial Corp Stock (COF) | 0.1 | $333k | +13% | 2.2k | 149.75 |
|
Vanguard Mid Cap Etf (VO) | 0.1 | $330k | 1.3k | 263.83 |
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Aon Corp Stock (AON) | 0.1 | $330k | +4% | 953.00 | 346.05 |
|
Stryker Corp Stock (SYK) | 0.1 | $330k | +7% | 912.00 | 361.29 |
|
American Tower Corp Reit (AMT) | 0.1 | $327k | NEW | 1.4k | 232.54 |
|
Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $325k | 1.6k | 198.06 |
|
|
Columbia Em Core Ex-china Etf Etf (XCEM) | 0.1 | $324k | NEW | 9.9k | 32.67 |
|
First Finl Bancorp Oh Stock (FFBC) | 0.1 | $323k | 13k | 25.23 |
|
|
General Mls Stock (GIS) | 0.1 | $321k | +4% | 4.3k | 73.85 |
|
Sei Investments Stock (SEIC) | 0.1 | $315k | 4.6k | 69.19 |
|
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Nuveen Esg Large-cap Growth Etf Etf (NULG) | 0.1 | $315k | +22% | 3.8k | 82.63 |
|
Docusign Stock (DOCU) | 0.1 | $314k | 5.1k | 62.09 |
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Intercontinental Exchange Stock (ICE) | 0.1 | $313k | 1.9k | 160.67 |
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Microchip Technology Stock (MCHP) | 0.1 | $310k | 3.9k | 80.30 |
|
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Coca Cola Femsa Sa Adr (KOF) | 0.1 | $310k | -2% | 3.5k | 88.71 |
|
Equinix Reit (EQIX) | 0.1 | $309k | +2% | 349.00 | 886.44 |
|
Crocs Stock (CROX) | 0.1 | $308k | 2.1k | 144.81 |
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $308k | -7% | 2.4k | 126.18 |
|
Comerica Stock (CMA) | 0.1 | $303k | 5.1k | 59.91 |
|
|
Illumina Stock (ILMN) | 0.1 | $302k | NEW | 2.3k | 130.41 |
|
Bce Stock (BCE) | 0.0 | $297k | +19% | 8.5k | 34.80 |
|
Diageo Adr (DEO) | 0.0 | $296k | NEW | 2.1k | 140.37 |
|
Vanguard Small Cap Etf Etf (VB) | 0.0 | $295k | -3% | 1.2k | 237.21 |
|
Ishares International Dividend Growth Etf Etf (IGRO) | 0.0 | $291k | -4% | 3.9k | 74.59 |
|
Bhp Group Adr (BHP) | 0.0 | $286k | -45% | 4.6k | 62.11 |
|
Ecolab Stock (ECL) | 0.0 | $284k | +8% | 1.1k | 255.22 |
|
Dupont De Nemours Stock (DD) | 0.0 | $284k | -3% | 3.2k | 89.12 |
|
Charles Schwab Corp Stock (SCHW) | 0.0 | $282k | +16% | 4.4k | 64.81 |
|
Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $279k | 4.0k | 69.74 |
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Toronto Dominion Bank Stock (TD) | 0.0 | $279k | NEW | 4.4k | 63.26 |
|
Arista Networks Stock (ANET) | 0.0 | $276k | 720.00 | 383.82 |
|
|
Gallagher Arthur J &co Stock (AJG) | 0.0 | $274k | +6% | 973.00 | 281.37 |
|
Smurfit Westrock Stock (SW) | 0.0 | $273k | NEW | 5.5k | 49.42 |
|
Gerdau Sa Spon Adr Rep P Adr (GGB) | 0.0 | $273k | 78k | 3.50 |
|
|
Altria Group Stock (MO) | 0.0 | $272k | 5.3k | 51.04 |
|
|
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) | 0.0 | $269k | 12k | 21.70 |
|
|
Target Corp Stock (TGT) | 0.0 | $269k | +5% | 1.7k | 155.83 |
|
Aflac Stock (AFL) | 0.0 | $264k | -4% | 2.4k | 111.80 |
|
Transdigm Group Inc Com Delaware Stock (TDG) | 0.0 | $263k | -7% | 184.00 | 1427.13 |
|
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) | 0.0 | $260k | -39% | 3.4k | 76.70 |
|
Macys Stock (M) | 0.0 | $260k | -2% | 17k | 15.69 |
|
Constellation Energy Corp Stock (CEG) | 0.0 | $258k | -4% | 993.00 | 260.02 |
|
Amcor Plc Ord Stock (AMCR) | 0.0 | $257k | 23k | 11.33 |
|
|
Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $255k | +13% | 1.1k | 230.50 |
|
Gogo Inc Com Usd0.0001 Stock (GOGO) | 0.0 | $252k | 35k | 7.18 |
|
|
Hartford Finl Svcs Group Stock (HIG) | 0.0 | $251k | NEW | 2.1k | 117.61 |
|
Workday Stock (WDAY) | 0.0 | $249k | +2% | 1.0k | 244.41 |
|
Micron Technology Stock (MU) | 0.0 | $247k | 2.4k | 103.71 |
|
|
Hca Stock (HCA) | 0.0 | $246k | NEW | 604.00 | 406.43 |
|
Mckesson Corp Stock (MCK) | 0.0 | $245k | -5% | 496.00 | 494.42 |
|
Banco Santander Cent Hisp Adr (SAN) | 0.0 | $245k | -3% | 48k | 5.10 |
|
Block Inc Cl A Stock (SQ) | 0.0 | $245k | +2% | 3.6k | 67.13 |
|
Travelers Companies Stock (TRV) | 0.0 | $243k | NEW | 1.0k | 234.12 |
|
Columbia International Equity Income Etf Etf (INEQ) | 0.0 | $241k | -4% | 7.5k | 32.00 |
|
Cabot Oil & Gas Cp Stock (CTRA) | 0.0 | $239k | -6% | 10k | 23.95 |
|
Zoetis Inc Cl A Stock (ZTS) | 0.0 | $237k | NEW | 1.2k | 195.39 |
|
Consolidated Edison Stock (ED) | 0.0 | $235k | NEW | 2.3k | 104.13 |
|
V F Corp Stock (VFC) | 0.0 | $235k | 12k | 19.95 |
|
|
Leggett & Platt Stock (LEG) | 0.0 | $234k | 17k | 13.62 |
|
|
Ross Stores Stock (ROST) | 0.0 | $232k | +5% | 1.5k | 150.51 |
|
United Rentals Stock (URI) | 0.0 | $229k | NEW | 283.00 | 809.73 |
|
Colgate Palmolive Stock (CL) | 0.0 | $227k | 2.2k | 103.81 |
|
|
Pinnacle Finl Partners Stock (PNFP) | 0.0 | $225k | NEW | 2.3k | 97.97 |
|
Sanofi Sa Adr (SNY) | 0.0 | $221k | NEW | 3.8k | 57.63 |
|
Haleon Plc Spon Ads Adr (HLN) | 0.0 | $221k | +4% | 21k | 10.58 |
|
Digital Realty Trust Reit (DLR) | 0.0 | $221k | 1.4k | 161.83 |
|
|
Autozone Inc Nev Stock (AZO) | 0.0 | $221k | -5% | 70.00 | 3150.04 |
|
Ameren Corp Stock (AEE) | 0.0 | $220k | NEW | 2.5k | 87.46 |
|
Oneok Stock (OKE) | 0.0 | $219k | NEW | 2.4k | 91.13 |
|
Campbell Soup Stock (CPB) | 0.0 | $218k | NEW | 4.5k | 48.92 |
|
Ameriprise Finl Stock (AMP) | 0.0 | $218k | NEW | 464.00 | 470.11 |
|
Carrier Global Corporation Stock (CARR) | 0.0 | $217k | NEW | 2.7k | 80.48 |
|
Citigroup Stock (C) | 0.0 | $215k | -15% | 3.4k | 62.60 |
|
Metlife Stock (MET) | 0.0 | $215k | NEW | 2.6k | 82.48 |
|
Blackstone Group Stock (BX) | 0.0 | $214k | NEW | 1.4k | 153.13 |
|
Cbs Corp Cl B Stock (PARA) | 0.0 | $212k | 20k | 10.62 |
|
|
Cameco Corp F Stock (CCJ) | 0.0 | $211k | +2% | 4.4k | 47.76 |
|
Ishares Silver Trust Etf Etf (SLV) | 0.0 | $211k | NEW | 7.4k | 28.41 |
|
Sempra Energy Stock (SRE) | 0.0 | $210k | NEW | 2.5k | 83.63 |
|
Alcon Ag Ord Stock (ALC) | 0.0 | $210k | NEW | 2.1k | 100.08 |
|
Qifu Technology Inc American Dep Adr (QFIN) | 0.0 | $209k | NEW | 7.0k | 29.81 |
|
Vanguard Growth Etf Etf (VUG) | 0.0 | $207k | NEW | 539.00 | 383.93 |
|
Conagra Brands Stock (CAG) | 0.0 | $206k | NEW | 6.3k | 32.52 |
|
Davita Stock (DVA) | 0.0 | $206k | NEW | 1.3k | 163.93 |
|
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) | 0.0 | $204k | +7% | 20k | 10.18 |
|
Illinois Tool Wks Stock (ITW) | 0.0 | $203k | NEW | 774.00 | 262.07 |
|
Ishares Msci Eafe Value Index Etf Etf (EFV) | 0.0 | $203k | NEW | 3.5k | 57.53 |
|
Ge Healthcare Technologies Stock (GEHC) | 0.0 | $202k | NEW | 2.2k | 93.86 |
|
Ase Technology Hldg Adr (ASX) | 0.0 | $185k | +3% | 19k | 9.76 |
|
Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) | 0.0 | $172k | 16k | 10.84 |
|
|
Spirit Airlines Stock (SAVEQ) | 0.0 | $167k | +104% | 70k | 2.40 |
|
Petroleo Brasileiro Sa Petrobras Adr (PBR) | 0.0 | $155k | NEW | 11k | 14.41 |
|
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) | 0.0 | $153k | +68% | 23k | 6.65 |
|
Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) | 0.0 | $153k | +7% | 12k | 12.63 |
|
Telefonica S A Adr Reprstg Three Shrs Adr (TEF) | 0.0 | $147k | +49% | 30k | 4.86 |
|
Lloyds Tsb Group Adr (LYG) | 0.0 | $138k | -3% | 44k | 3.12 |
|
Fat Brands Inc Class A Stock (FAT) | 0.0 | $98k | 20k | 4.92 |
|
|
Digital Turbine Stock (APPS) | 0.0 | $58k | 19k | 3.07 |
|
|
Mizuho Financial Group Adr (MFG) | 0.0 | $50k | +7% | 12k | 4.18 |
|
Chargepoint Holdings Inc Com Cl A Stock (CHPT) | 0.0 | $49k | 36k | 1.37 |
|
|
Office Pptys Income Tr Com Shs Ben Int Reit (OPI) | 0.0 | $22k | 10k | 2.18 |
|