Personal Cfo Solutions

Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:

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Portfolio Holdings for Personal Cfo Solutions

Companies in the Personal Cfo Solutions portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Tr Pshs Ultruss2000 (UWM) 4.9 $24M +92% 399k 59.85
Innovator Etfs Tr S&P 500 PWR (PJUL) 4.7 $23M NEW 777k 29.61
Boeing Company (BA) 3.1 $15M 63k 239.56
Chubb (CB) 3.0 $15M +3% 93k 158.94
Itt (ITT) 2.7 $13M -15% 146k 91.59
Pmv Pharmaceuticals (PMVP) 2.7 $13M -54% 385k 34.16
Innovator Etfs Tr S&p 500 Buffer (BJUL) 2.4 $12M NEW 366k 31.41
Apple (AAPL) 1.9 $9.3M -8% 68k 136.96
Innovator Etfs Tr Msci Eafe Pwr (IJUL) 1.8 $8.7M NEW 358k 24.37
Innovator Etfs Tr Russell 2000 Pwr (KJUL) 1.7 $8.3M NEW 314k 26.60
CNA Financial Corporation (CNA) 1.7 $8.3M +1217% 182k 45.49
Microsoft Corporation (MSFT) 1.6 $8.0M -2% 29k 270.90
Amazon (AMZN) 1.5 $7.2M -3% 2.1k 3440.42
Amplify Etf Tr Onlin Retl Etf (IBUY) 1.5 $7.1M 55k 129.68
Alphabet Cap Stk Cl A (GOOGL) 1.3 $6.6M 2.7k 2441.84
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.3 $6.6M +11% 56k 117.79
Alphabet Cap Stk Cl C (GOOG) 1.3 $6.4M -8% 2.6k 2506.24
Fidelity Covington Trust Msci Matls Index (FMAT) 1.1 $5.5M NEW 119k 46.21
Innovator Etfs Tr Nasdaq 100 Pwer (NJUL) 1.1 $5.2M NEW 114k 46.11
Fidelity Covington Trust Msci Indl Indx (FIDU) 1.0 $5.1M +7% 94k 54.23
Facebook Cl A (FB) 1.0 $4.8M -4% 14k 347.73
Verizon Communications (VZ) 0.9 $4.4M 78k 56.04
Ishares Tr Core S&p500 Etf (IVV) 0.9 $4.3M -2% 10k 429.96
Proshares Tr Hd Replication (HDG) 0.9 $4.3M 81k 52.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.8M +2% 8.8k 428.10
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.7 $3.6M 108k 33.52
Adobe Systems Incorporated (ADBE) 0.7 $3.6M -4% 6.1k 585.68
Merck & Co (MRK) 0.7 $3.5M 45k 77.78
Innovator Etfs Tr Msci Emgr Mkt (EJUL) 0.7 $3.4M NEW 127k 26.82
Accenture Plc Ireland Shs Class A (ACN) 0.6 $2.9M -18% 9.7k 294.81
Visa Com Cl A (V) 0.5 $2.7M -4% 11k 233.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $2.6M 25k 104.76
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.5M +7% 46k 53.34
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.5 $2.5M -18% 16k 154.04
Select Sector Spdr Tr Energy (XLE) 0.5 $2.4M +19% 45k 53.87
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $2.4M +17% 28k 88.03
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $2.4M -7% 64k 37.69
Ark Etf Tr Innovation Etf (ARKK) 0.5 $2.4M -8% 18k 130.76
Abbott Laboratories (ABT) 0.5 $2.4M -8% 20k 115.94
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.3M -15% 3.3k 690.95
Paypal Holdings (PYPL) 0.5 $2.3M -6% 7.9k 291.45
Mastercard Incorporated Cl A (MA) 0.4 $2.2M -3% 6.0k 365.03
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.2M 13k 165.65
Johnson & Johnson (JNJ) 0.4 $2.1M 13k 164.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.0M +167% 7.3k 277.91
General Dynamics Corporation (GD) 0.4 $2.0M +2% 11k 188.30
Global X Fds Millennial Consu (MILN) 0.4 $2.0M +9% 46k 43.28
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $2.0M -26% 16k 120.14
UnitedHealth (UNH) 0.4 $1.9M -3% 4.8k 400.38
At&t (T) 0.4 $1.9M -10% 65k 28.78
Zoetis Cl A (ZTS) 0.4 $1.8M -10% 9.7k 186.40
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $1.8M -6% 19k 92.50
Ark Etf Tr Fintech Innova (ARKF) 0.4 $1.8M -24% 33k 54.11
BioCryst Pharmaceuticals (BCRX) 0.4 $1.8M -8% 112k 15.81
salesforce (CRM) 0.4 $1.7M -9% 7.1k 244.33
Tesla Motors (TSLA) 0.3 $1.6M +4% 2.4k 679.76
MercadoLibre (MELI) 0.3 $1.6M -26% 1.0k 1557.96
Servicenow (NOW) 0.3 $1.6M -6% 2.8k 549.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.5M 28k 55.31
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.3 $1.5M 47k 32.90
Chevron Corporation (CVX) 0.3 $1.5M +79% 14k 104.75
Autodesk (ADSK) 0.3 $1.5M -6% 5.1k 291.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.5M -2% 20k 72.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.5M +4% 4.1k 354.35
Starbucks Corporation (SBUX) 0.3 $1.5M -5% 13k 111.79
Canadian Pacific Railway (CP) 0.3 $1.5M +371% 19k 76.89
Select Sector Spdr Tr Financial (XLF) 0.3 $1.4M +13% 39k 36.68
Netflix (NFLX) 0.3 $1.4M -7% 2.7k 528.14
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $1.4M +6% 13k 109.95
Pfizer (PFE) 0.3 $1.4M -3% 36k 39.16
Hdfc Bank Sponsored Ads (HDB) 0.3 $1.4M -21% 19k 73.13
Nike CL B (NKE) 0.3 $1.4M -6% 9.0k 154.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.4M NEW 9.4k 144.39
Comcast Corp Cl A (CMCSA) 0.3 $1.3M +12% 23k 57.03
Intel Corporation (INTC) 0.3 $1.3M +2% 23k 56.14
Viacomcbs CL B (VIAC) 0.3 $1.3M +155% 28k 45.19
ResMed (RMD) 0.3 $1.2M -10% 5.1k 246.54
Shopify Cl A (SHOP) 0.2 $1.2M -16% 823.00 1460.51
Lululemon Athletica (LULU) 0.2 $1.2M -10% 3.2k 364.90
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.2M 7.9k 147.68
Bristol Myers Squibb (BMY) 0.2 $1.2M 17k 66.84
McKesson Corporation (MCK) 0.2 $1.2M -19% 6.0k 191.20
Renaissance Cap Greenwich Ipo Etf (IPO) 0.2 $1.1M -6% 17k 66.20
Illumina (ILMN) 0.2 $1.1M -14% 2.4k 473.33
Alcon Ord Shs (ALC) 0.2 $1.1M -3% 16k 70.25
JPMorgan Chase & Co. (JPM) 0.2 $1.1M -3% 7.0k 155.53
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.1M -10% 24k 44.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.1M -50% 12k 86.14
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $1.1M -6% 13k 82.33
Select Sector Spdr Tr Communication (XLC) 0.2 $1.1M -10% 13k 80.99
Select Sector Spdr Tr Technology (XLK) 0.2 $1.0M -9% 7.1k 147.67
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.0M -10% 15k 69.98
Norfolk Southern (NSC) 0.2 $1.0M +2% 3.9k 265.48
Mettler-Toledo International (MTD) 0.2 $1.0M -16% 740.00 1385.14
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.0M +39% 9.0k 112.97
Goldman Sachs (GS) 0.2 $1.0M +5% 2.7k 379.47
Bank of America Corporation (BAC) 0.2 $1.0M +15% 24k 41.22
Square Cl A (SQ) 0.2 $1.0M 4.1k 243.92
Ferrari Nv Ord (RACE) 0.2 $1.0M -5% 4.9k 206.01
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $1.0M -82% 16k 63.76
Southern Company (SO) 0.2 $995k 16k 60.52
Biogen Idec (BIIB) 0.2 $987k +7% 2.9k 346.19
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $973k -10% 7.7k 125.95
Advisorshares Tr Dorsey Wrigt Adr (AADR) 0.2 $966k 15k 66.46
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $952k -10% 5.3k 178.51
Intuitive Surgical Com New (ISRG) 0.2 $944k -6% 1.0k 920.08
Metaurus Equity Component Tr Us Eqt Cum 2027 (IDIV) 0.2 $937k +24% 91k 10.25
Altria (MO) 0.2 $935k -3% 20k 47.70
Steris Shs Usd (STE) 0.2 $935k -4% 4.5k 206.40
Coca-Cola Company (KO) 0.2 $916k +5% 17k 54.13
Fidelity Covington Trust Msci Utils Index (FUTY) 0.2 $915k -10% 22k 41.04
Epam Systems (EPAM) 0.2 $903k NEW 1.8k 511.04
Exxon Mobil Corporation (XOM) 0.2 $899k +29% 14k 63.07
Aon Shs Cl A (AON) 0.2 $897k +7% 3.8k 238.88
Lennar Corp Cl A (LEN) 0.2 $895k +7% 9.0k 99.35
American Express Company (AXP) 0.2 $866k 5.2k 165.27
Hca Holdings (HCA) 0.2 $849k +30% 4.1k 206.67
NVIDIA Corporation (NVDA) 0.2 $844k +6% 1.1k 800.00
Home Depot (HD) 0.2 $841k +5% 2.6k 318.92
Walgreen Boots Alliance (WBA) 0.2 $839k +7% 16k 52.60
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $819k +55% 5.3k 154.82
Hp (HPQ) 0.2 $795k +5% 26k 30.21
United Rentals (URI) 0.2 $792k +4% 2.5k 318.84
Procter & Gamble Company (PG) 0.2 $786k -19% 5.8k 134.87
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $780k +12% 3.4k 226.88
Huntington Ingalls Inds (HII) 0.2 $779k +12% 3.7k 210.77
LKQ Corporation (LKQ) 0.2 $778k +5% 16k 49.22
Medtronic SHS (MDT) 0.2 $775k +10% 6.2k 124.10
Omni (OMC) 0.2 $774k +13% 9.7k 79.94
Ishares Tr Msci Eafe Etf (EFA) 0.2 $766k +46% 9.7k 78.90
Mohawk Industries (MHK) 0.2 $757k +7% 3.9k 192.28
Best Buy (BBY) 0.2 $746k +8% 6.5k 114.93
Align Technology (ALGN) 0.2 $739k -7% 1.2k 611.25
W.R. Berkley Corporation (WRB) 0.1 $720k +33% 9.7k 74.40
Texas Instruments Incorporated (TXN) 0.1 $718k +24% 3.7k 192.24
Raytheon Technologies Corp (RTX) 0.1 $712k 8.3k 85.35
Cisco Systems (CSCO) 0.1 $707k +12% 13k 53.00
Genuine Parts Company (GPC) 0.1 $706k +6% 5.6k 126.41
Tyson Foods Cl A (TSN) 0.1 $704k +7% 9.6k 73.72
Nrg Energy Com New (NRG) 0.1 $688k 17k 40.31
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $686k -16% 9.6k 71.32
Gilead Sciences (GILD) 0.1 $678k +12% 9.9k 68.83
Discovery Com Ser A (DISCA) 0.1 $676k +7% 22k 30.66
Gartner (IT) 0.1 $675k -40% 2.8k 242.11
PNC Financial Services (PNC) 0.1 $673k +36% 3.5k 190.65
Quanta Services (PWR) 0.1 $666k +6% 7.4k 90.54
Lowe's Companies (LOW) 0.1 $665k 3.4k 193.93
Cigna Corp (CI) 0.1 $663k +6% 2.8k 237.12
Vanguard Index Fds Large Cap Etf (VV) 0.1 $644k 3.2k 200.69
Humana (HUM) 0.1 $639k +5% 1.4k 442.83
Xylem (XYL) 0.1 $639k +4% 5.3k 119.93
Pulte (PHM) 0.1 $636k +6% 12k 54.55
Etf Managers Tr Prime Mobile Pay (IPAY) 0.1 $628k +6% 8.9k 70.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $627k -14% 6.2k 101.79
Msci (MSCI) 0.1 $625k -9% 1.2k 532.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $625k +15% 3.9k 158.63
Eastman Chemical Company (EMN) 0.1 $619k +6% 5.3k 116.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $617k +14% 2.3k 271.45
ACADIA Pharmaceuticals (ACAD) 0.1 $615k 25k 24.40
DaVita (DVA) 0.1 $612k +6% 5.1k 120.47
Ishares Tr Russell 2000 Etf (IWM) 0.1 $602k -6% 2.6k 229.25
Kroger (KR) 0.1 $597k +6% 16k 38.34
International Business Machines (IBM) 0.1 $593k -28% 4.0k 146.53
Ishares Tr Expanded Tech (IGV) 0.1 $591k -3% 1.5k 390.10
Xerox Holdings Corp Com New (XRX) 0.1 $590k +6% 25k 23.51
Honeywell International (HON) 0.1 $588k +20% 2.7k 219.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $583k 1.5k 393.39
Wal-Mart Stores (WMT) 0.1 $583k +20% 4.1k 140.96
Whirlpool Corporation (WHR) 0.1 $581k +5% 2.7k 217.93
Universal Hlth Svcs CL B (UHS) 0.1 $580k +9% 4.0k 146.54
Etf Managers Tr Prime Cybr Scrty (HACK) 0.1 $580k 9.6k 60.62
Carrier Global Corporation (CARR) 0.1 $579k 12k 48.61
Morgan Stanley Com New (MS) 0.1 $578k -2% 6.3k 91.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $559k +5% 2.1k 268.62
Duke Energy Corp Com New (DUK) 0.1 $552k 5.6k 98.64
Danaher Corporation (DHR) 0.1 $541k 2.0k 268.49
Pepsi (PEP) 0.1 $535k +4% 3.6k 148.12
McDonald's Corporation (MCD) 0.1 $532k +6% 2.3k 230.90
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $528k -24% 6.1k 86.19
Broadcom (AVGO) 0.1 $523k +3% 1.1k 476.32
Icon SHS (ICLR) 0.1 $521k -4% 2.5k 206.75
Danaos Corporation SHS (DAC) 0.1 $507k 6.6k 76.73
Public Service Enterprise (PEG) 0.1 $505k +7% 8.5k 59.74
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $501k 7.4k 67.30
Walt Disney Company (DIS) 0.1 $497k +4% 2.8k 175.93
Applied Materials (AMAT) 0.1 $495k 3.5k 142.49
Capital One Financial (COF) 0.1 $493k +13% 3.2k 154.59
Citigroup Com New (C) 0.1 $492k +6% 7.0k 70.78
Sap Se Spon Adr (SAP) 0.1 $485k +14% 3.5k 140.46
Biontech Se Sponsored Ads (BNTX) 0.1 $485k 2.2k 224.02
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $485k NEW 3.6k 134.31
Qualcomm (QCOM) 0.1 $485k +17% 3.4k 143.07
Eli Lilly & Co. (LLY) 0.1 $482k +6% 2.1k 229.74
3M Company (MMM) 0.1 $475k +6% 2.4k 198.83
Docusign (DOCU) 0.1 $474k +14% 1.7k 279.32
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $474k NEW 4.2k 112.38
United Parcel Service CL B (UPS) 0.1 $468k +13% 2.3k 208.00
Amgen (AMGN) 0.1 $467k +5% 1.9k 243.86
Ishares Core Msci Emkt (IEMG) 0.1 $464k +3% 6.9k 67.03
Allstate Corporation (ALL) 0.1 $463k 3.6k 130.39
Sony Group Corporation Sponsored Adr (SONY) 0.1 $461k +7% 4.7k 97.24
Ishares Silver Tr Ishares (SLV) 0.1 $458k NEW 19k 24.21
Ardelyx (ARDX) 0.1 $455k 60k 7.58
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $454k +97% 5.2k 86.81
Nexstar Media Group Cl A (NXST) 0.1 $454k +2% 3.1k 148.03
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $446k -2% 42k 10.62
Abbvie (ABBV) 0.1 $446k 4.0k 112.68
Osi Etf Tr Oshares Us Qualt (OUSA) 0.1 $444k -11% 11k 42.02
Marsh & McLennan Companies (MMC) 0.1 $441k NEW 3.1k 140.54
Philip Morris International (PM) 0.1 $435k +10% 4.4k 99.18
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $434k -10% 9.3k 46.87
Emerson Electric (EMR) 0.1 $429k +5% 4.5k 96.27
Himax Technologies Sponsored Adr (HIMX) 0.1 $425k NEW 26k 16.67
Enviva Partners Com Unit (EVA) 0.1 $419k 8.0k 52.38
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $416k -9% 11k 36.83
Target Corporation (TGT) 0.1 $408k 1.7k 241.71
Harsco Corporation (HSC) 0.1 $408k 20k 20.40
Parker-Hannifin Corporation (PH) 0.1 $408k -4% 1.3k 306.77
Icici Bank Adr (IBN) 0.1 $406k +5% 24k 17.08
Hess (HES) 0.1 $405k -14% 4.6k 87.28
L3harris Technologies (LHX) 0.1 $404k 1.9k 216.16
Teladoc (TDOC) 0.1 $403k +89% 2.4k 166.46
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.1 $397k +6% 14k 27.55
Ensign (ENSG) 0.1 $395k 4.6k 86.74
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $391k -7% 12k 31.91
Rio Tinto Sponsored Adr (RIO) 0.1 $391k +7% 4.7k 83.83
Quest Diagnostics Incorporated (DGX) 0.1 $384k -25% 2.9k 131.82
Crown Castle Intl (CCI) 0.1 $381k 2.0k 194.88
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $378k +42% 9.4k 40.31
Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $377k +2% 23k 16.71
ConocoPhillips (COP) 0.1 $377k +12% 6.2k 60.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $375k -5% 6.9k 54.25
Oracle Corporation (ORCL) 0.1 $374k +11% 4.8k 77.87
Linde SHS (LIN) 0.1 $373k -2% 1.3k 289.37
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $371k NEW 3.8k 96.56
Kiniksa Pharmaceuticals Com Cl A (KNSA) 0.1 $370k 27k 13.94
Ishares Tr Broad Usd High (USHY) 0.1 $370k +10% 8.9k 41.72
BlackRock (BLK) 0.1 $369k +19% 421.00 876.48
Welltower Inc Com reit (WELL) 0.1 $367k 4.4k 83.13
Intuit (INTU) 0.1 $367k +10% 749.00 489.99
American Tower Reit (AMT) 0.1 $367k +19% 1.4k 269.85
Shoe Carnival (SCVL) 0.1 $366k 5.1k 71.65
Twitter (TWTR) 0.1 $366k +8% 5.3k 68.76
Logitech Intl S A SHS (LOGI) 0.1 $363k 3.0k 121.08
Mondelez Intl Cl A (MDLZ) 0.1 $363k 5.8k 62.41
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $361k +6% 3.6k 100.00
LeMaitre Vascular (LMAT) 0.1 $353k 5.8k 61.03
Brunswick Corporation (BC) 0.1 $351k +3% 3.5k 99.66
EOG Resources (EOG) 0.1 $351k +7% 4.2k 83.49
Charles Schwab Corporation (SCHW) 0.1 $347k +3% 4.8k 72.91
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $344k +5% 55k 6.21
Northrop Grumman Corporation (NOC) 0.1 $343k +12% 944.00 363.35
Cemex Sab De Cv Spon Adr New (CX) 0.1 $343k -7% 41k 8.39
Bank Ozk (OZK) 0.1 $342k 8.1k 42.16
Fortinet (FTNT) 0.1 $342k -2% 1.4k 238.49
Analog Devices (ADI) 0.1 $340k +8% 2.0k 172.06
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $339k +5% 9.7k 34.94
Enterprise Products Partners (EPD) 0.1 $337k 14k 24.13
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $335k NEW 8.0k 42.11
Ishares Tr S&p 100 Etf (OEF) 0.1 $332k 1.7k 196.22
DTE Energy Company (DTE) 0.1 $331k 2.6k 129.75
Embraer Sponsored Ads (ERJ) 0.1 $331k NEW 22k 15.14
Equinix (EQIX) 0.1 $330k +9% 411.00 802.92
Workday Cl A (WDAY) 0.1 $327k +5% 1.4k 238.86
Evercore Class A (EVR) 0.1 $327k -22% 2.3k 140.58
Thermo Fisher Scientific (TMO) 0.1 $326k +20% 646.00 504.64
Ishares Tr Core Msci Eafe (IEFA) 0.1 $326k +18% 4.4k 74.84
Veeva Sys Cl A Com (VEEV) 0.1 $324k +8% 1.0k 310.64
Msc Indl Direct Cl A (MSM) 0.1 $323k 3.6k 89.85
Ishares Msci Jpn Etf New (EWJ) 0.1 $323k +5% 4.8k 67.45
Abb Sponsored Adr (ABB) 0.1 $320k +3% 9.4k 34.01
Edap Tms S A Sponsored Adr (EDAP) 0.1 $319k 45k 7.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $319k +3% 1.4k 222.61
CVS Caremark Corporation (CVS) 0.1 $319k +15% 3.8k 83.53
Companhia Siderurgica Nacion Sponsored Adr (SID) 0.1 $316k +2% 36k 8.78
Citizens Financial (CFG) 0.1 $316k +41% 6.9k 45.80
Iron Mountain (IRM) 0.1 $313k 7.4k 42.34
Trane Technologies SHS (TT) 0.1 $312k 1.7k 184.29
Tata Mtrs Sponsored Adr (TTM) 0.1 $309k +6% 14k 22.75
CMC Materials (CCMP) 0.1 $307k +25% 2.0k 150.93
Encompass Health Corp (EHC) 0.1 $307k 3.9k 78.04
Posco Sponsored Adr (PKX) 0.1 $304k +3% 4.0k 76.77
Ameriprise Financial (AMP) 0.1 $303k -7% 1.2k 248.77
Microchip Technology (MCHP) 0.1 $303k +26% 2.0k 149.85
Nxp Semiconductors N V (NXPI) 0.1 $303k 1.5k 205.70
Eaton Corp SHS (ETN) 0.1 $303k +20% 2.0k 148.09
Automatic Data Processing (ADP) 0.1 $299k -5% 1.5k 198.54
Ternium Sa Sponsored Ads (TX) 0.1 $298k +3% 7.7k 38.49
Union Pacific Corporation (UNP) 0.1 $297k +2% 1.4k 219.51
Kt Corp Sponsored Adr (KT) 0.1 $295k NEW 21k 13.95
The Aarons Company (AAN) 0.1 $294k +4% 9.2k 31.96
Ansys (ANSS) 0.1 $292k 840.00 347.62
Home BancShares (HOMB) 0.1 $291k 12k 24.71
Dow (DOW) 0.1 $291k -13% 4.6k 63.36
Dex (DXCM) 0.1 $290k +10% 679.00 427.10
Lam Research Corporation (LRCX) 0.1 $289k NEW 444.00 650.90
Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.1 $288k NEW 20k 14.28
Cogent Communications Hldgs Com New (CCOI) 0.1 $288k 3.7k 76.86
Core-Mark Holding Company 0.1 $288k -8% 6.4k 45.07
Johnson Ctls Intl SHS (JCI) 0.1 $286k +10% 4.2k 68.68
CRH Adr (CRH) 0.1 $286k +7% 5.6k 50.87
Invesco Exchange Traded Fd T Dynmc Software (PSJ) 0.1 $286k -62% 1.7k 164.84
Compass Minerals International (CMP) 0.1 $284k +4% 4.8k 59.20
Ventas (VTR) 0.1 $284k +9% 5.0k 57.18
Chemed Corp Com Stk (CHE) 0.1 $283k 596.00 474.83
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.1 $282k +10% 9.1k 31.01
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.1 $281k 2.5k 112.40
Verastem (VSTM) 0.1 $281k -21% 69k 4.07
Monro Muffler Brake (MNRO) 0.1 $280k 4.4k 63.62
Cohen & Steers (CNS) 0.1 $280k 3.4k 81.94
Littelfuse (LFUS) 0.1 $278k +4% 1.1k 254.58
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.1 $278k +5% 5.9k 47.37
Williams Companies (WMB) 0.1 $277k +9% 11k 26.50
Diamondback Energy (FANG) 0.1 $274k -3% 2.9k 93.71
Simon Property (SPG) 0.1 $274k 2.1k 130.23
BP Sponsored Adr (BP) 0.1 $274k +8% 10k 26.40
Ishares Tr Msci Uk Etf New (EWU) 0.1 $273k +5% 8.3k 32.71
Mantech International Corp Cl A (MANT) 0.1 $273k +2% 3.2k 86.47
Cme (CME) 0.1 $271k +11% 1.3k 212.88
Corteva (CTVA) 0.1 $271k +6% 6.1k 44.38
Standex Int'l (SXI) 0.1 $271k +2% 2.9k 94.85
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $270k +2% 7.2k 37.46
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $270k +17% 4.2k 63.68
Costco Wholesale Corporation (COST) 0.1 $269k +8% 679.00 396.17
Cincinnati Financial Corporation (CINF) 0.1 $268k NEW 2.3k 116.52
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $267k -7% 6.4k 41.88
General Electric Company 0.1 $266k -19% 20k 13.48
Air Products & Chemicals (APD) 0.1 $266k +15% 923.00 288.19
Sk Telecom Sponsored Adr (SKM) 0.1 $264k NEW 8.4k 31.42
Maximus (MMS) 0.1 $261k 3.0k 88.03
Bwx Technologies (BWXT) 0.1 $261k 4.5k 58.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $260k 3.3k 79.34
Nuveen Insd Dividend Advantage (NVG) 0.1 $259k NEW 15k 17.89
L Brands 0.1 $258k -23% 3.6k 72.03
UniFirst Corporation (UNF) 0.1 $258k -2% 1.1k 234.33
Enbridge (ENB) 0.1 $258k NEW 6.4k 40.02
Sasol Sponsored Adr (SSL) 0.1 $255k NEW 17k 15.34
Audiocodes Ord (AUDC) 0.1 $255k +2% 7.7k 33.14
Ing Groep Sponsored Adr (ING) 0.1 $254k NEW 19k 13.26
Huazhu Group Sponsored Ads (HTHT) 0.1 $253k +3% 4.8k 52.82
Ufp Industries (UFPI) 0.1 $253k NEW 3.4k 74.46
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $253k NEW 11k 24.19
Kimberly-Clark Corporation (KMB) 0.1 $253k -17% 1.9k 134.00
Innovative Industria A (IIPR) 0.1 $252k -15% 1.3k 191.05
Oasis Petroleum Com New (OAS) 0.1 $252k NEW 2.5k 100.44
TJX Companies (TJX) 0.1 $252k +11% 3.7k 67.29
Mgp Ingredients Inc Common Sto (MGPI) 0.1 $250k 3.7k 67.55
Dupont De Nemours (DD) 0.1 $250k 3.2k 77.38
Tenaris S A Sponsored Ads (TS) 0.1 $249k NEW 11k 21.93
Americold Rlty Tr (COLD) 0.1 $249k 6.6k 37.80
Tetra Tech (TTEK) 0.1 $249k +28% 2.0k 122.24
Air Lease Corp Cl A (AL) 0.1 $249k NEW 6.0k 41.74
Quaker Chemical Corporation (KWR) 0.1 $247k +7% 1.0k 237.27
Shutterstock (SSTK) 0.1 $246k 2.5k 98.28
Lockheed Martin Corporation (LMT) 0.1 $246k +13% 651.00 377.88
U.S. Physical Therapy (USPH) 0.1 $245k NEW 2.1k 115.68
KB Home (KBH) 0.1 $245k 6.0k 40.79
Extra Space Storage (EXR) 0.0 $244k NEW 1.5k 163.65
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $242k 2.5k 94.94
Alps Etf Tr Disruptive Tech (DTEC) 0.0 $242k 5.0k 48.58
West Pharmaceutical Services (WST) 0.0 $240k NEW 668.00 359.28
Skyworks Solutions (SWKS) 0.0 $240k NEW 1.3k 191.85
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $239k 2.7k 90.05
Companhia Brasileira De Dist Sponsored Adr (CBD) 0.0 $237k NEW 31k 7.78
Activision Blizzard (ATVI) 0.0 $236k 2.5k 95.28
Prologis (PLD) 0.0 $235k NEW 2.0k 119.53
Casey's General Stores (CASY) 0.0 $234k +13% 1.2k 194.51
Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $234k +10% 2.2k 108.38
AGCO Corporation (AGCO) 0.0 $233k NEW 1.8k 130.46
Devon Energy Corporation (DVN) 0.0 $233k NEW 8.0k 29.25
Comerica Incorporated (CMA) 0.0 $232k -11% 3.3k 71.28
Materion Corporation (MTRN) 0.0 $231k 3.1k 75.20
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $229k -21% 4.4k 52.30
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $228k -5% 931.00 244.90
Cdw (CDW) 0.0 $228k NEW 1.3k 174.31
Algonquin Power & Utilities equs (AQN) 0.0 $228k 15k 14.86
Polaris Industries (PII) 0.0 $227k NEW 1.7k 136.75
Lakeland Financial Corporation (LKFN) 0.0 $226k 3.7k 61.58
Okta Cl A (OKTA) 0.0 $226k NEW 923.00 244.85
Novartis Sponsored Adr (NVS) 0.0 $225k -13% 2.5k 91.24
Avalara (AVLR) 0.0 $225k NEW 1.4k 161.99
Fidelity National Information Services (FIS) 0.0 $224k NEW 1.6k 141.59
Nextera Energy (NEE) 0.0 $223k +11% 3.0k 73.16
Huntington Bancshares Incorporated (HBAN) 0.0 $221k 16k 14.29
Bicycle Therapeutics Sponsored Ads (BCYC) 0.0 $221k NEW 7.3k 30.34
Robert Half International (RHI) 0.0 $220k NEW 2.5k 89.03
UMH Properties (UMH) 0.0 $220k NEW 10k 21.78
Chesapeake Utilities Corporation (CPK) 0.0 $219k 1.8k 120.20
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $219k 923.00 237.27
Neoleukin Therapeutics (NLTX) 0.0 $219k +26% 24k 9.24
The Trade Desk Com Cl A (TTD) 0.0 $217k NEW 2.8k 77.53
Deere & Company (DE) 0.0 $217k +4% 614.00 353.42
MarketAxess Holdings (MKTX) 0.0 $216k +8% 465.00 464.52
Nexpoint Residential Tr (NXRT) 0.0 $216k NEW 3.9k 54.96
International Paper Company (IP) 0.0 $215k NEW 3.5k 61.39
Martin Marietta Materials (MLM) 0.0 $215k NEW 610.00 352.46
Federal Agric Mtg Corp CL C (AGM) 0.0 $215k -15% 2.2k 99.08
Us Bancorp Del Com New (USB) 0.0 $213k NEW 3.7k 56.95
Landstar System (LSTR) 0.0 $213k 1.3k 158.13
SYSCO Corporation (SYY) 0.0 $209k NEW 2.7k 77.87
ABM Industries (ABM) 0.0 $208k 4.7k 44.43
CenterPoint Energy (CNP) 0.0 $207k NEW 8.4k 24.52
Amplify Etf Tr Blackswan Grwt (SWAN) 0.0 $206k -14% 6.0k 34.33
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $205k 5.2k 39.34
Ishares Tr Morningstar Grwt (ILCG) 0.0 $205k NEW 3.2k 64.77
Innovator Etfs Tr Msci Eafe Pwr (IJAN) 0.0 $203k -97% 7.6k 26.74
Prudential Financial (PRU) 0.0 $203k NEW 2.0k 102.68
Fidelity National Financial Fnf Group Com (FNF) 0.0 $202k NEW 4.6k 43.54
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $202k +5% 4.1k 49.70
Cerus Corporation (CERS) 0.0 $201k -5% 34k 5.92
Kinder Morgan (KMI) 0.0 $201k NEW 11k 18.21
Iqvia Holdings (IQV) 0.0 $200k NEW 827.00 241.84
Cnh Indl N V SHS (CNHI) 0.0 $171k 10k 16.69
Ford Motor Company (F) 0.0 $157k NEW 11k 14.87