Legacy Financial Advisors

Latest statistics and disclosures from Legacy Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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
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Southern Stock (SO) 0.1 $454k -2% 5.0k 90.17
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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
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Eog Resources Stock (EOG) 0.1 $448k +13% 3.6k 122.93
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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
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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
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Expeditors Intl Wash Stock (EXPD) 0.1 $426k +2% 3.2k 131.39
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Dominion Resources Stock (D) 0.1 $424k +2% 7.3k 57.79
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British American Tobacco Adr (BTI) 0.1 $422k +20% 12k 36.58
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Simon Property Group Reit (SPG) 0.1 $420k 2.5k 169.00
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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
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Royal Carribbean Cruises Stock (RCL) 0.1 $413k +6% 2.3k 177.36
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Stanley Black & Decker Stock (SWK) 0.1 $412k -2% 3.7k 110.14
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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
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Omnicom Group Stock (OMC) 0.1 $400k -3% 3.9k 103.39
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Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $396k -7% 3.9k 101.65
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Fiserv Stock (FI) 0.1 $390k +6% 2.2k 179.63
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Lam Research Corp Stock (LRCX) 0.1 $390k NEW 477.00 816.74
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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
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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
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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
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Chipotle Mexican Grill Stock (CMG) 0.1 $373k +15% 6.5k 57.62
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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
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Canadian Pacific Kansas City Stock (CP) 0.1 $369k +15% 4.3k 85.55
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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
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Csx Corp Stock (CSX) 0.1 $357k +23% 10k 34.53
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GSK Adr (GSK) 0.1 $355k +4% 8.7k 40.88
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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
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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
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Xcel Energy Stock (XEL) 0.1 $344k +4% 5.3k 65.31
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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
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Norfolk Southern Crp Stock (NSC) 0.1 $336k +8% 1.4k 248.50
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Boston Scientific Corp Stock (BSX) 0.1 $333k -3% 4.0k 83.80
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Capital One Financial Corp Stock (COF) 0.1 $333k +13% 2.2k 149.75
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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
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Stryker Corp Stock (SYK) 0.1 $330k +7% 912.00 361.29
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American Tower Corp Reit (AMT) 0.1 $327k NEW 1.4k 232.54
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $325k 1.6k 198.06
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Columbia Em Core Ex-china Etf Etf (XCEM) 0.1 $324k NEW 9.9k 32.67
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First Finl Bancorp Oh Stock (FFBC) 0.1 $323k 13k 25.23
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General Mls Stock (GIS) 0.1 $321k +4% 4.3k 73.85
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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
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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
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Equinix Reit (EQIX) 0.1 $309k +2% 349.00 886.44
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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
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Comerica Stock (CMA) 0.1 $303k 5.1k 59.91
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Illumina Stock (ILMN) 0.1 $302k NEW 2.3k 130.41
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Bce Stock (BCE) 0.0 $297k +19% 8.5k 34.80
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Diageo Adr (DEO) 0.0 $296k NEW 2.1k 140.37
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Vanguard Small Cap Etf Etf (VB) 0.0 $295k -3% 1.2k 237.21
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Ishares International Dividend Growth Etf Etf (IGRO) 0.0 $291k -4% 3.9k 74.59
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Bhp Group Adr (BHP) 0.0 $286k -45% 4.6k 62.11
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Ecolab Stock (ECL) 0.0 $284k +8% 1.1k 255.22
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Dupont De Nemours Stock (DD) 0.0 $284k -3% 3.2k 89.12
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Charles Schwab Corp Stock (SCHW) 0.0 $282k +16% 4.4k 64.81
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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
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Arista Networks Stock (ANET) 0.0 $276k 720.00 383.82
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Gallagher Arthur J &co Stock (AJG) 0.0 $274k +6% 973.00 281.37
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Smurfit Westrock Stock (SW) 0.0 $273k NEW 5.5k 49.42
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Gerdau Sa Spon Adr Rep P Adr (GGB) 0.0 $273k 78k 3.50
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Altria Group Stock (MO) 0.0 $272k 5.3k 51.04
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Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $269k 12k 21.70
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Target Corp Stock (TGT) 0.0 $269k +5% 1.7k 155.83
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Aflac Stock (AFL) 0.0 $264k -4% 2.4k 111.80
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Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $263k -7% 184.00 1427.13
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Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 0.0 $260k -39% 3.4k 76.70
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Macys Stock (M) 0.0 $260k -2% 17k 15.69
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Constellation Energy Corp Stock (CEG) 0.0 $258k -4% 993.00 260.02
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Amcor Plc Ord Stock (AMCR) 0.0 $257k 23k 11.33
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Hilton Worldwide Hldgs Stock (HLT) 0.0 $255k +13% 1.1k 230.50
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Gogo Inc Com Usd0.0001 Stock (GOGO) 0.0 $252k 35k 7.18
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Hartford Finl Svcs Group Stock (HIG) 0.0 $251k NEW 2.1k 117.61
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Workday Stock (WDAY) 0.0 $249k +2% 1.0k 244.41
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Micron Technology Stock (MU) 0.0 $247k 2.4k 103.71
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Hca Stock (HCA) 0.0 $246k NEW 604.00 406.43
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Mckesson Corp Stock (MCK) 0.0 $245k -5% 496.00 494.42
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Banco Santander Cent Hisp Adr (SAN) 0.0 $245k -3% 48k 5.10
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Block Inc Cl A Stock (SQ) 0.0 $245k +2% 3.6k 67.13
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Travelers Companies Stock (TRV) 0.0 $243k NEW 1.0k 234.12
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Columbia International Equity Income Etf Etf (INEQ) 0.0 $241k -4% 7.5k 32.00
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Cabot Oil & Gas Cp Stock (CTRA) 0.0 $239k -6% 10k 23.95
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Zoetis Inc Cl A Stock (ZTS) 0.0 $237k NEW 1.2k 195.39
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Consolidated Edison Stock (ED) 0.0 $235k NEW 2.3k 104.13
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V F Corp Stock (VFC) 0.0 $235k 12k 19.95
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Leggett & Platt Stock (LEG) 0.0 $234k 17k 13.62
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Ross Stores Stock (ROST) 0.0 $232k +5% 1.5k 150.51
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United Rentals Stock (URI) 0.0 $229k NEW 283.00 809.73
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Colgate Palmolive Stock (CL) 0.0 $227k 2.2k 103.81
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Pinnacle Finl Partners Stock (PNFP) 0.0 $225k NEW 2.3k 97.97
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Sanofi Sa Adr (SNY) 0.0 $221k NEW 3.8k 57.63
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Haleon Plc Spon Ads Adr (HLN) 0.0 $221k +4% 21k 10.58
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Digital Realty Trust Reit (DLR) 0.0 $221k 1.4k 161.83
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Autozone Inc Nev Stock (AZO) 0.0 $221k -5% 70.00 3150.04
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Ameren Corp Stock (AEE) 0.0 $220k NEW 2.5k 87.46
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Oneok Stock (OKE) 0.0 $219k NEW 2.4k 91.13
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Campbell Soup Stock (CPB) 0.0 $218k NEW 4.5k 48.92
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Ameriprise Finl Stock (AMP) 0.0 $218k NEW 464.00 470.11
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Carrier Global Corporation Stock (CARR) 0.0 $217k NEW 2.7k 80.48
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Citigroup Stock (C) 0.0 $215k -15% 3.4k 62.60
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Metlife Stock (MET) 0.0 $215k NEW 2.6k 82.48
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Blackstone Group Stock (BX) 0.0 $214k NEW 1.4k 153.13
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Cbs Corp Cl B Stock (PARA) 0.0 $212k 20k 10.62
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Cameco Corp F Stock (CCJ) 0.0 $211k +2% 4.4k 47.76
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Ishares Silver Trust Etf Etf (SLV) 0.0 $211k NEW 7.4k 28.41
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Sempra Energy Stock (SRE) 0.0 $210k NEW 2.5k 83.63
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Alcon Ag Ord Stock (ALC) 0.0 $210k NEW 2.1k 100.08
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Qifu Technology Inc American Dep Adr (QFIN) 0.0 $209k NEW 7.0k 29.81
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Vanguard Growth Etf Etf (VUG) 0.0 $207k NEW 539.00 383.93
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Conagra Brands Stock (CAG) 0.0 $206k NEW 6.3k 32.52
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Davita Stock (DVA) 0.0 $206k NEW 1.3k 163.93
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Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $204k +7% 20k 10.18
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Illinois Tool Wks Stock (ITW) 0.0 $203k NEW 774.00 262.07
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Ishares Msci Eafe Value Index Etf Etf (EFV) 0.0 $203k NEW 3.5k 57.53
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Ge Healthcare Technologies Stock (GEHC) 0.0 $202k NEW 2.2k 93.86
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Ase Technology Hldg Adr (ASX) 0.0 $185k +3% 19k 9.76
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Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.0 $172k 16k 10.84
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Spirit Airlines Stock (SAVEQ) 0.0 $167k +104% 70k 2.40
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Petroleo Brasileiro Sa Petrobras Adr (PBR) 0.0 $155k NEW 11k 14.41
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Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $153k +68% 23k 6.65
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Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) 0.0 $153k +7% 12k 12.63
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Telefonica S A Adr Reprstg Three Shrs Adr (TEF) 0.0 $147k +49% 30k 4.86
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Lloyds Tsb Group Adr (LYG) 0.0 $138k -3% 44k 3.12
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Fat Brands Inc Class A Stock (FAT) 0.0 $98k 20k 4.92
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Digital Turbine Stock (APPS) 0.0 $58k 19k 3.07
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Mizuho Financial Group Adr (MFG) 0.0 $50k +7% 12k 4.18
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Chargepoint Holdings Inc Com Cl A Stock (CHPT) 0.0 $49k 36k 1.37
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Office Pptys Income Tr Com Shs Ben Int Reit (OPI) 0.0 $22k 10k 2.18