Personal Capital Advisors

Latest statistics and disclosures from Personal Capital Advisors Corp's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Personal Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Personal Capital Advisors Corp

Personal Capital Advisors Corp holds 489 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.2 $2.3B 71M 32.21
Ishares Tr Russell 2000 Etf (IWM) 5.6 $1.2B +5% 6.6M 174.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.8 $990M -4% 13M 75.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $989M +6% 25M 38.98
Vanguard Index Fds Real Estate Etf (VNQ) 3.5 $717M +11% 8.7M 82.48
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.1 $647M NEW 11M 58.48
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.4 $493M +12% 12M 41.34
Ishares Tr Usd Inv Grde Etf (USIG) 2.3 $478M NEW 9.7M 49.11
Ishares Gold Tr Ishares New (IAU) 2.3 $471M -3% 14M 34.59
Schwab Strategic Tr Us Tips Etf (SCHP) 2.1 $436M +8% 8.4M 51.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $426M +5% 11M 40.51
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.0 $413M +2% 6.3M 65.74
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $378M +4% 3.7M 102.81
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.6 $330M 8.1M 40.89

Setup an alert

Personal Capital Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $318M +5% 1.7M 191.19
Ishares Tr Core S&p Ttl Stk (ITOT) 1.5 $300M +140% 3.5M 84.80
Apple (AAPL) 1.2 $245M 1.9M 129.93
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.2 $240M 2.5M 96.96
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.1 $235M +6% 16M 14.78
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $222M +2% 4.7M 47.43
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 1.0 $214M -2% 8.8M 24.23
Microsoft Corporation (MSFT) 1.0 $200M 835k 239.82
Ishares Esg Awr Msci Em (ESGE) 0.8 $170M +5% 5.6M 30.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $150M 486k 308.90
Alphabet Cap Stk Cl C (GOOG) 0.7 $150M -4% 1.7M 88.73
JPMorgan Chase & Co. (JPM) 0.7 $144M +8% 1.1M 134.10
Mastercard Incorporated Cl A (MA) 0.7 $135M +2% 389k 347.73
Ishares Tr Rus 1000 Etf (IWB) 0.6 $130M 615k 210.52
Ishares Tr Tips Bd Etf (TIP) 0.6 $123M -5% 1.2M 106.44
Procter & Gamble Company (PG) 0.6 $122M 806k 151.56
Amazon (AMZN) 0.6 $120M +2% 1.4M 84.00
Wal-Mart Stores (WMT) 0.5 $112M 788k 141.79
Pfizer (PFE) 0.5 $111M +2% 2.2M 51.24
UnitedHealth (UNH) 0.5 $110M 207k 530.18
Ishares Tr Core Msci Eafe (IEFA) 0.5 $109M +10834% 1.8M 61.64
Exxon Mobil Corporation (XOM) 0.5 $106M 965k 110.30
Starbucks Corporation (SBUX) 0.5 $106M 1.1M 99.20
Johnson & Johnson (JNJ) 0.5 $104M 590k 176.65
Amgen (AMGN) 0.5 $103M 390k 262.64
Nextera Energy (NEE) 0.5 $101M 1.2M 83.60
Netflix (NFLX) 0.5 $100M -8% 339k 294.88
Chevron Corporation (CVX) 0.5 $98M 548k 179.49
Honeywell International (HON) 0.5 $98M 456k 214.30
Dupont De Nemours (DD) 0.5 $96M +2% 1.4M 68.63
Abbott Laboratories (ABT) 0.5 $93M +2% 849k 109.79
Bank of America Corporation (BAC) 0.4 $93M 2.8M 33.12
Spdr Ser Tr Bloomberg Emergi (EBND) 0.4 $93M +20% 4.5M 20.56
NVIDIA Corporation (NVDA) 0.4 $91M +29% 623k 146.14
Home Depot (HD) 0.4 $91M +2% 288k 315.86
Coca-Cola Company (KO) 0.4 $91M 1.4M 63.61
Monster Beverage Corp (MNST) 0.4 $90M 882k 101.53
Costco Wholesale Corporation (COST) 0.4 $90M +2% 196k 456.50
Illinois Tool Works (ITW) 0.4 $88M 398k 220.30
United Parcel Service CL B (UPS) 0.4 $86M +2% 492k 173.84
Kraft Heinz (KHC) 0.4 $84M +2% 2.1M 40.71
Southern Copper Corporation (SCCO) 0.4 $84M +2% 1.4M 60.39
Duke Energy Corp Com New (DUK) 0.4 $83M +3% 805k 102.99
Southern Company (SO) 0.4 $83M +2% 1.2M 71.41
Chipotle Mexican Grill (CMG) 0.4 $82M 59k 1387.50
Archer Daniels Midland Company (ADM) 0.4 $82M 882k 92.85
Air Products & Chemicals (APD) 0.4 $77M 250k 308.26
Nike CL B (NKE) 0.4 $77M +19% 658k 117.01
Walt Disney Company (DIS) 0.4 $74M +3% 848k 86.88
Sherwin-Williams Company (SHW) 0.4 $73M +4% 306k 237.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $71M +4% 840k 84.75
Boeing Company (BA) 0.3 $69M +58% 363k 190.49
Sempra Energy (SRE) 0.3 $69M +2% 447k 154.54
Baker Hughes Company Cl A (BKR) 0.3 $68M 2.3M 29.53
Eversource Energy (ES) 0.3 $68M 809k 83.84
Valero Energy Corporation (VLO) 0.3 $66M 522k 126.86
AES Corporation (AES) 0.3 $66M 2.3M 28.76
Nucor Corporation (NUE) 0.3 $66M +2% 500k 131.81
Uber Technologies (UBER) 0.3 $65M -5% 2.6M 24.73
Abbvie (ABBV) 0.3 $65M +9% 402k 161.61
Pinnacle West Capital Corporation (PNW) 0.3 $64M +2% 843k 76.04
Waste Management (WM) 0.3 $64M 407k 156.88
Ecolab (ECL) 0.3 $62M +3% 426k 145.56
Kinder Morgan (KMI) 0.3 $62M 3.4M 18.08
Albemarle Corporation (ALB) 0.3 $60M -19% 278k 216.86
CVS Caremark Corporation (CVS) 0.3 $60M 647k 93.19
Meta Platforms Cl A (META) 0.3 $58M -26% 484k 120.34
Dollar Tree (DLTR) 0.3 $58M 410k 141.44
Verizon Communications (VZ) 0.3 $57M -15% 1.5M 39.40
Roper Industries (ROP) 0.3 $57M +2% 131k 432.09
At&t (T) 0.3 $57M +4% 3.1M 18.41
Newmont Mining Corporation (NEM) 0.3 $55M +16% 1.2M 47.20
Service Corporation International (SCI) 0.3 $55M +2% 788k 69.14
salesforce (CRM) 0.3 $54M -16% 410k 132.59
PPL Corporation (PPL) 0.3 $54M +2% 1.9M 29.22
Goldman Sachs (GS) 0.3 $54M +2% 157k 343.38
Essential Utils (WTRG) 0.3 $54M +2% 1.1M 47.73
L3harris Technologies (LHX) 0.3 $54M 257k 208.21
Evergy (EVRG) 0.3 $53M +3% 834k 62.93
Comcast Corp Cl A (CMCSA) 0.3 $52M -9% 1.5M 34.97
Cabot Oil & Gas Corporation (CTRA) 0.2 $51M 2.1M 24.57
Vanguard World Fds Materials Etf (VAW) 0.2 $51M +3% 298k 170.20
Dow (DOW) 0.2 $50M 999k 50.39
Verisk Analytics (VRSK) 0.2 $50M 285k 176.42
Eastman Chemical Company (EMN) 0.2 $49M -3% 601k 81.44
Fortinet (FTNT) 0.2 $49M +5% 998k 48.89
SYSCO Corporation (SYY) 0.2 $47M 617k 76.45
Darling International (DAR) 0.2 $46M -11% 738k 62.59
Paypal Holdings (PYPL) 0.2 $46M -31% 645k 71.22
Northern Trust Corporation (NTRS) 0.2 $45M +2% 513k 88.49
Vanguard World Fds Utilities Etf (VPU) 0.2 $45M +4% 294k 153.36
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $45M 619k 72.35
MGM Resorts International. (MGM) 0.2 $42M +19% 1.3M 33.53
Pool Corporation (POOL) 0.2 $42M +8% 139k 302.33
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $42M +3% 906k 45.97
Masco Corporation (MAS) 0.2 $40M +3% 864k 46.67
Tyler Technologies (TYL) 0.2 $37M -11% 114k 322.41
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $37M +2% 191k 191.57
Match Group (MTCH) 0.2 $36M +62% 860k 41.49
Tesla Motors (TSLA) 0.2 $36M -15% 289k 123.18
Charles River Laboratories (CRL) 0.2 $35M -9% 161k 217.90
Lowe's Companies (LOW) 0.2 $34M 168k 199.24
Edwards Lifesciences (EW) 0.2 $34M -16% 449k 74.61
Scotts Miracle-gro Cl A (SMG) 0.1 $31M +31% 634k 48.59
Intel Corporation (INTC) 0.1 $31M -11% 1.2M 26.43
CMS Energy Corporation (CMS) 0.1 $29M +3% 456k 63.33
Warner Bros Discovery Com Ser A (WBD) 0.1 $29M +30% 3.0M 9.48
Owens Corning (OC) 0.1 $28M 323k 85.30
Pepsi (PEP) 0.1 $26M +2% 144k 180.66
Vanguard World Fds Energy Etf (VDE) 0.1 $25M 209k 121.28
Portland Gen Elec Com New (POR) 0.1 $25M +2% 512k 49.00
Twilio Cl A (TWLO) 0.1 $23M +56% 476k 48.96
Merck & Co (MRK) 0.1 $23M -2% 205k 110.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $22M +17% 518k 41.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $22M +23% 433k 50.14
Cloudflare Cl A Com (NET) 0.1 $21M 453k 45.21
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $20M +17% 242k 82.25
California Water Service (CWT) 0.1 $20M 326k 60.64
Sanmina (SANM) 0.1 $19M 336k 57.29
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $19M +257% 194k 96.99
Stepan Company (SCL) 0.1 $19M +2% 176k 106.46
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $19M 91k 203.81
Charles Schwab Corporation (SCHW) 0.1 $18M 217k 83.26
Eli Lilly & Co. (LLY) 0.1 $18M 49k 365.84
TJX Companies (TJX) 0.1 $17M 212k 79.60
Rli (RLI) 0.1 $17M 128k 131.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $16M +75% 362k 44.81
H.B. Fuller Company (FUL) 0.1 $16M 219k 71.62
Granite Construction (GVA) 0.1 $15M +2% 432k 35.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $15M +26% 39k 382.43
Clearwater Paper (CLW) 0.1 $15M +2% 384k 37.81
Kimberly-Clark Corporation (KMB) 0.1 $15M 107k 135.75
Xcel Energy (XEL) 0.1 $14M 205k 70.11
Colgate-Palmolive Company (CL) 0.1 $14M 178k 78.79
Adobe Systems Incorporated (ADBE) 0.1 $14M +39% 42k 336.53
Consolidated Edison (ED) 0.1 $14M 146k 95.31
Ormat Technologies (ORA) 0.1 $14M 158k 86.48
Vanguard World Fds Industrial Etf (VIS) 0.1 $14M +4% 74k 182.64
Automatic Data Processing (ADP) 0.1 $13M +2% 56k 238.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $13M -98% 113k 114.89
Lauder Estee Cos Cl A (EL) 0.1 $13M 52k 248.11
Balchem Corporation (BCPC) 0.1 $13M +2% 104k 122.11
Booking Holdings (BKNG) 0.1 $13M -5% 6.3k 2015.12
American Water Works (AWK) 0.1 $13M +3% 83k 152.42
Northwestern Corp Com New (NWE) 0.1 $13M +3% 214k 59.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $13M +9% 255k 49.49
Avangrid (AGR) 0.1 $12M +2% 290k 42.98
General Mills (GIS) 0.1 $12M 148k 83.85
Werner Enterprises (WERN) 0.1 $12M +3% 307k 40.26
Hancock Holding Company (HWC) 0.1 $12M +3% 254k 48.39
Northwest Natural Holdin (NWN) 0.1 $12M +3% 254k 47.59
PPG Industries (PPG) 0.1 $12M -6% 94k 125.74
Campbell Soup Company (CPB) 0.1 $12M 206k 56.75
First Intst Bancsystem Com Cl A (FIBK) 0.1 $12M +3% 301k 38.65
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $12M -97% 110k 105.43
AGCO Corporation (AGCO) 0.1 $11M 79k 138.69
3M Company (MMM) 0.1 $11M +9% 90k 119.92
Southwest Gas Corporation (SWX) 0.1 $11M +4% 175k 61.88
Xylem (XYL) 0.1 $11M 97k 110.57
Aaon Com Par $0.004 (AAON) 0.1 $10M 137k 75.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $9.6M +382% 133k 71.84
ICU Medical, Incorporated (ICUI) 0.0 $9.6M +3% 61k 157.48
Dominion Resources (D) 0.0 $9.5M -14% 155k 61.32
Msci (MSCI) 0.0 $9.4M 20k 465.16
Expeditors International of Washington (EXPD) 0.0 $9.4M 90k 103.92
International Flavors & Fragrances (IFF) 0.0 $8.6M -17% 82k 104.84
Yeti Hldgs (YETI) 0.0 $8.4M +10% 204k 41.31
Alphabet Cap Stk Cl A (GOOGL) 0.0 $8.4M 95k 88.23
Target Corporation (TGT) 0.0 $8.1M +4% 54k 149.04
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $8.1M +27% 85k 94.64
Ishares Tr Core S&p500 Etf (IVV) 0.0 $8.0M +5% 21k 384.20
Illumina (ILMN) 0.0 $7.2M +8% 36k 202.20
Vanguard Index Fds Small Cp Etf (VB) 0.0 $6.5M 35k 183.54
Mongodb Cl A (MDB) 0.0 $6.3M 32k 196.84
Citigroup Com New (C) 0.0 $6.3M -15% 139k 45.23
Hain Celestial (HAIN) 0.0 $5.9M +12% 364k 16.18
Trex Company (TREX) 0.0 $5.7M +103% 134k 42.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $5.7M -16% 16k 351.34
Ishares Core Msci Emkt (IEMG) 0.0 $5.4M +182% 116k 46.70
V.F. Corporation (VFC) 0.0 $5.3M +62% 193k 27.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $5.2M +13% 20k 266.28
McDonald's Corporation (MCD) 0.0 $4.4M +36% 17k 263.53
Bill Com Holdings Ord (BILL) 0.0 $4.2M 38k 108.96
Visa Com Cl A (V) 0.0 $3.9M 19k 207.76
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $3.3M 22k 151.85
Cisco Systems (CSCO) 0.0 $3.1M -4% 65k 47.64
Lockheed Martin Corporation (LMT) 0.0 $3.1M -5% 6.3k 486.53
Vanguard Index Fds Growth Etf (VUG) 0.0 $3.1M +16% 14k 213.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $3.0M +27% 14k 214.24
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $3.0M +12% 9.3k 319.41
Oracle Corporation (ORCL) 0.0 $2.9M -2% 36k 81.74
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $2.6M -8% 20k 132.86
Vanguard Index Fds Value Etf (VTV) 0.0 $2.4M +3% 17k 140.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $2.3M +16% 15k 158.80
Domino's Pizza (DPZ) 0.0 $2.3M 6.5k 346.40
Broadcom (AVGO) 0.0 $2.2M +2% 4.0k 559.13
Masimo Corporation (MASI) 0.0 $2.2M 15k 147.95
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $2.1M +40% 107k 19.29
Thermo Fisher Scientific (TMO) 0.0 $2.0M +2% 3.7k 550.69
Intuit (INTU) 0.0 $2.0M +11% 5.1k 389.22
Advanced Micro Devices (AMD) 0.0 $1.9M +4% 29k 64.77
American Express Company (AXP) 0.0 $1.8M -3% 12k 147.75
Qualcomm (QCOM) 0.0 $1.7M +10% 16k 109.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.7M -4% 33k 51.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.6M 36k 45.15
International Business Machines (IBM) 0.0 $1.6M -5% 11k 140.89
Autodesk (ADSK) 0.0 $1.6M 8.5k 186.87
Anthem (ELV) 0.0 $1.6M +2% 3.0k 512.97
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.6M +10% 9.1k 169.64
Eagle Ban (EGBN) 0.0 $1.5M 34k 44.07
Caterpillar (CAT) 0.0 $1.5M -4% 6.2k 239.56
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $1.4M +438% 52k 26.77
Select Sector Spdr Tr Technology (XLK) 0.0 $1.3M 11k 124.44
Texas Instruments Incorporated (TXN) 0.0 $1.2M +3% 7.5k 165.21
Solarwinds Corp Com New (SWI) 0.0 $1.2M NEW 130k 9.36
Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.2M -7% 6.9k 174.20
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $1.2M 21k 56.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $1.2M +2% 4.9k 241.90
Cadence Design Systems (CDNS) 0.0 $1.1M +175% 6.8k 160.64
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.1M 16k 65.64
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $1.1M 25k 41.61
Mettler-Toledo International (MTD) 0.0 $1.0M -8% 716.00 1445.45
Danaher Corporation (DHR) 0.0 $1.0M -2% 3.9k 265.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $986k +17% 4.9k 200.54
Select Sector Spdr Tr Energy (XLE) 0.0 $968k -3% 11k 87.47
Legalzoom (LZ) 0.0 $958k -35% 124k 7.74
Raytheon Technologies Corp (RTX) 0.0 $956k +30% 9.5k 100.92
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $953k +163% 14k 70.50
Accenture Plc Ireland Shs Class A (ACN) 0.0 $911k 3.4k 266.84
Select Sector Spdr Tr Financial (XLF) 0.0 $909k +17% 27k 34.20
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $895k -3% 20k 45.65
Union Pacific Corporation (UNP) 0.0 $882k 4.3k 207.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $866k +43% 6.4k 135.24
Coupa Software (COUP) 0.0 $857k 11k 79.17
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $847k +20% 3.9k 219.02
Cgi Cl A Sub Vtg (GIB) 0.0 $841k 9.8k 86.15
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $840k +32% 11k 73.63
Asml Holding N V N Y Registry Shs (ASML) 0.0 $834k 1.5k 546.40
Prologis (PLD) 0.0 $828k +10% 7.3k 112.73
Lam Research Corporation (LRCX) 0.0 $818k -4% 1.9k 420.30
Mccormick & Co Com Non Vtg (MKC) 0.0 $789k NEW 9.5k 82.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $757k -10% 10k 75.54
Bristol Myers Squibb (BMY) 0.0 $755k 11k 71.95
Deere & Company (DE) 0.0 $752k -5% 1.8k 428.76
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $744k 22k 33.48
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $729k -54% 22k 33.71
Wells Fargo & Company (WFC) 0.0 $725k -23% 18k 41.29
American Electric Power Company (AEP) 0.0 $702k NEW 7.4k 94.95
ConocoPhillips (COP) 0.0 $692k -18% 5.9k 118.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $691k +4% 4.6k 151.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $671k 4.9k 135.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $664k 11k 58.50
Emerson Electric (EMR) 0.0 $658k -2% 6.8k 96.05
Ishares Tr Russell 3000 Etf (IWV) 0.0 $657k 3.0k 220.68
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $648k +47% 4.5k 145.07
Applied Materials (AMAT) 0.0 $634k -3% 6.5k 97.38
Caci Intl Cl A (CACI) 0.0 $632k 2.1k 300.59
Gilead Sciences (GILD) 0.0 $624k -9% 7.3k 85.85
American Tower Reit (AMT) 0.0 $618k -4% 2.9k 211.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $613k +59% 7.9k 77.51
Ishares Tr Esg Aware Msci (ESML) 0.0 $612k 19k 32.88
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $605k -3% 4.8k 125.11
Shell Spon Ads (SHEL) 0.0 $604k +7% 11k 56.95
Ishares Tr Exponential Tech (XT) 0.0 $596k 13k 47.34
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.0 $595k 18k 33.41
McKesson Corporation (MCK) 0.0 $590k -2% 1.6k 375.12
Crowdstrike Hldgs Cl A (CRWD) 0.0 $580k -6% 5.5k 105.29
Kla Corp Com New (KLAC) 0.0 $577k +11% 1.5k 377.03
Boston Scientific Corporation (BSX) 0.0 $573k +21% 12k 46.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $572k +22% 24k 23.67
Wp Carey (WPC) 0.0 $569k +8% 7.3k 78.15
Cigna Corp (CI) 0.0 $569k 1.7k 331.34
Doximity Cl A (DOCS) 0.0 $566k NEW 17k 33.56
G-III Apparel (GIII) 0.0 $557k -91% 41k 13.71
Coupang Cl A (CPNG) 0.0 $552k 38k 14.71
Lucid Group (LCID) 0.0 $548k 80k 6.83
Astrazeneca Sponsored Adr (AZN) 0.0 $539k -6% 8.0k 67.80
Marsh & McLennan Companies (MMC) 0.0 $539k -9% 3.3k 165.48
Marathon Petroleum Corp (MPC) 0.0 $533k -20% 4.6k 116.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $533k +2% 9.4k 56.48
Altria (MO) 0.0 $524k -3% 12k 45.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $513k +3% 7.5k 68.30
Ida (IDA) 0.0 $504k NEW 4.7k 107.85
Morgan Stanley Com New (MS) 0.0 $499k -5% 5.9k 85.02
Helios Technologies (HLIO) 0.0 $498k 9.2k 54.44
Ishares Msci Emrg Chn (EMXC) 0.0 $497k 11k 47.47
W.R. Berkley Corporation (WRB) 0.0 $496k 6.8k 72.57
Northrop Grumman Corporation (NOC) 0.0 $492k 902.00 545.61
Workday Cl A (WDAY) 0.0 $490k 2.9k 167.33
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $489k +57% 5.0k 98.21
Vulcan Materials Company (VMC) 0.0 $489k 2.8k 175.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $486k +44% 4.6k 105.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $484k +11% 2.7k 179.76
Bentley Sys Com Cl B (BSY) 0.0 $481k 13k 36.96
Philip Morris International (PM) 0.0 $481k 4.7k 101.21
Halozyme Therapeutics (HALO) 0.0 $478k 8.4k 56.90
MercadoLibre (MELI) 0.0 $476k +11% 563.00 846.24
Norfolk Southern (NSC) 0.0 $475k -6% 1.9k 246.44
New York Community Ban (NYCB) 0.0 $475k NEW 55k 8.60
Trimble Navigation (TRMB) 0.0 $469k 9.3k 50.56
Halliburton Company (HAL) 0.0 $469k -9% 12k 39.35
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $468k +10% 1.3k 348.08
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $459k NEW 13k 35.04
Ishares Tr National Mun Etf (MUB) 0.0 $459k +15% 4.3k 105.52
Ishares Tr Global Reit Etf (REET) 0.0 $454k NEW 20k 22.71
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $450k -44% 2.9k 155.15
Marriott Intl Cl A (MAR) 0.0 $445k +4% 3.0k 148.87
Vmware Cl A Com (VMW) 0.0 $445k -4% 3.6k 122.76
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $441k NEW 5.7k 77.68
Novo-nordisk A S Adr (NVO) 0.0 $438k -11% 3.2k 135.34
Shopify Cl A (SHOP) 0.0 $437k +29% 13k 34.71
Moody's Corporation (MCO) 0.0 $426k 1.5k 278.62
Intuitive Surgical Com New (ISRG) 0.0 $420k -10% 1.6k 265.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $419k -36% 3.9k 108.21
Confluent Class A Com (CFLT) 0.0 $419k 19k 22.24
Vanguard World Fds Health Car Etf (VHT) 0.0 $417k -3% 1.7k 248.00
Ishares Tr U.s. Tech Etf (IYW) 0.0 $413k +14% 5.5k 74.49
Airbnb Com Cl A (ABNB) 0.0 $411k 4.8k 85.50
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $410k NEW 17k 24.06
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $409k NEW 4.9k 83.60
Agilent Technologies Inc C ommon (A) 0.0 $406k 2.7k 149.65
Stryker Corporation (SYK) 0.0 $403k -6% 1.6k 244.49
EOG Resources (EOG) 0.0 $397k 3.1k 129.52
Ishares Tr Ishares Biotech (IBB) 0.0 $396k +4% 3.0k 131.27
BlackRock (BLK) 0.0 $395k -9% 557.00 708.63
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $394k +8% 5.8k 67.45
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $386k +17% 3.8k 100.79
Activision Blizzard (ATVI) 0.0 $385k +31% 5.0k 76.55
Proshares Tr Pshs Ultra O&g (DIG) 0.0 $383k NEW 9.0k 42.50
Phillips Edison & Co Common Stock (PECO) 0.0 $382k +21% 12k 31.84
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $371k 8.1k 45.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $366k -33% 1.1k 331.33
Fiserv (FISV) 0.0 $365k +6% 3.6k 101.07
Si-bone (SIBN) 0.0 $362k 27k 13.60
Crescent Point Energy Trust (CPG) 0.0 $356k 50k 7.13
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $356k NEW 1.3k 275.98
Ishares Silver Tr Ishares (SLV) 0.0 $356k 16k 22.02
Zscaler Incorporated (ZS) 0.0 $353k 3.2k 111.90
Electronic Arts (EA) 0.0 $352k 2.9k 122.18
IDEXX Laboratories (IDXX) 0.0 $348k 853.00 407.96
First Virginia Community Bank (FVCB) 0.0 $345k NEW 18k 19.07
Capital One Financial (COF) 0.0 $343k 3.7k 92.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $340k +2% 2.4k 141.25
Parker-Hannifin Corporation (PH) 0.0 $339k +2% 1.2k 291.00
Humana (HUM) 0.0 $339k -8% 661.00 512.19
ExlService Holdings (EXLS) 0.0 $338k 2.0k 169.43
NetApp (NTAP) 0.0 $335k 5.6k 60.06
Unilever Spon Adr New (UL) 0.0 $333k 6.6k 50.35
Global X Fds Lithium Btry Etf (LIT) 0.0 $330k -6% 5.6k 58.61
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $330k +34% 4.7k 70.37
Vanguard World Fds Financials Etf (VFH) 0.0 $326k -3% 3.9k 82.73
Corning Incorporated (GLW) 0.0 $325k +44% 10k 31.94
Phillips 66 (PSX) 0.0 $322k -23% 3.1k 104.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $322k +3% 7.3k 43.95
Schlumberger Com Stk (SLB) 0.0 $321k -16% 6.0k 53.46
Yum! Brands (YUM) 0.0 $321k -11% 2.5k 128.08
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $318k NEW 7.1k 44.98
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $317k +23% 4.4k 72.94
AFLAC Incorporated (AFL) 0.0 $317k -5% 4.4k 71.94
Truist Financial Corp equities (TFC) 0.0 $314k 7.3k 43.03
Dover Corporation (DOV) 0.0 $312k NEW 2.3k 135.41
Southwest Airlines (LUV) 0.0 $311k NEW 9.2k 33.67
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $309k NEW 3.4k 90.00
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $307k -2% 6.6k 46.72
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $306k -4% 5.5k 55.44
Ishares Tr Blackrock Ultra (ICSH) 0.0 $305k 6.1k 50.04
C H Robinson Worldwide Com New (CHRW) 0.0 $303k +2% 3.3k 91.56
Cogent Communications Hldgs Com New (CCOI) 0.0 $303k -97% 5.3k 57.08
Hp (HPQ) 0.0 $302k -10% 11k 26.87
Zoetis Cl A (ZTS) 0.0 $302k +5% 2.1k 146.55
Oneok (OKE) 0.0 $298k NEW 4.5k 65.70
Navitas Semiconductor Corp-a (NVTS) 0.0 $298k 85k 3.51
Mondelez Intl Cl A (MDLZ) 0.0 $298k NEW 4.5k 66.65
Infosys Sponsored Adr (INFY) 0.0 $294k 16k 18.01
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $291k +7% 2.3k 129.16
Cummins (CMI) 0.0 $290k +2% 1.2k 242.29
Globant S A (GLOB) 0.0 $289k 1.7k 168.16
Atkore Intl (ATKR) 0.0 $285k NEW 2.5k 113.42
Chubb (CB) 0.0 $285k -14% 1.3k 220.60
Metropcs Communications (TMUS) 0.0 $282k 2.0k 139.98
Cme (CME) 0.0 $281k NEW 1.7k 168.16
O'reilly Automotive (ORLY) 0.0 $279k -11% 331.00 844.03
Lululemon Athletica (LULU) 0.0 $279k +11% 872.00 320.38
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $278k -19% 3.7k 74.49
Diageo Spon Adr New (DEO) 0.0 $278k +7% 1.6k 178.19
Block Cl A (SQ) 0.0 $278k -3% 4.4k 62.84
The Trade Desk Com Cl A (TTD) 0.0 $278k +33% 6.2k 44.83
Primoris Services (PRIM) 0.0 $277k NEW 13k 21.94
New Mountain Finance Corp (NMFC) 0.0 $275k 22k 12.37
AutoZone (AZO) 0.0 $274k 111.00 2466.18
Canadian Natl Ry (CNI) 0.0 $272k 2.3k 118.88
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $272k 3.3k 82.32
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $271k -3% 6.4k 42.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $270k 11k 24.28
CSX Corporation (CSX) 0.0 $270k -16% 8.7k 30.98
Walgreen Boots Alliance (WBA) 0.0 $266k -13% 7.1k 37.36
Motorola Solutions Com New (MSI) 0.0 $263k -3% 1.0k 257.71
Te Connectivity SHS (TEL) 0.0 $260k