PrairieView Partners
Latest statistics and disclosures from PrairieView Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VTV, VCSH, BSV, AVDE, and represent 46.09% of PrairieView Partners's stock portfolio.
- Added to shares of these 10 stocks: SHM, BSV, VGIT, VTI, VSS, BNDX, VCSH, MSFT, VTV, VB.
- Started 47 new stock positions in JETS, Knife River Corp, MMC, BSX, IXUS, TXN, BIV, Thomson Reuters Corp., IUSB, USMV.
- Reduced shares in these 10 stocks: SUB, AVUS, SMB, SCHB, MMM, Thomson Reuters Corp, SCHO, SCHV, SCHR, Travelers Group Prop & Cas Cor.
- Sold out of its positions in Borgwarner, ARLP, AZO, Bright Health Group, CFG, EVRG, IUSG, IYR, IHI, LHX. LECO, Oak Street Health, PPL, TMO, Thomson Reuters Corp, Travelers Group Prop & Cas Cor, VGLT, ZM, Sharplink Gaming.
- PrairieView Partners was a net buyer of stock by $16M.
- PrairieView Partners has $764M in assets under management (AUM), dropping by 4.80%.
- Central Index Key (CIK): 0001726673
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Portfolio Holdings for PrairieView Partners
PrairieView Partners holds 476 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 15.6 | $119M | 541k | 220.28 |
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| Vanguard Index Fds Value Etf (VTV) | 11.1 | $85M | 598k | 142.10 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 7.0 | $53M | +2% | 705k | 75.66 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.5 | $50M | +3% | 655k | 75.57 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.9 | $45M | 790k | 57.40 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.6 | $35M | +3% | 720k | 48.88 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.5 | $35M | +4% | 590k | 58.66 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.4 | $26M | +3% | 129k | 198.89 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.3 | $26M | +2% | 329k | 77.61 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.3 | $25M | 437k | 57.56 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 3.0 | $23M | +5% | 206k | 110.48 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $21M | +4% | 449k | 46.18 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.1 | $16M | +4% | 302k | 53.81 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $14M | 334k | 40.68 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.7 | $13M | -5% | 253k | 51.70 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.7 | $13M | +3% | 130k | 97.84 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 1.1 | $8.1M | +41% | 173k | 47.04 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $7.3M | -6% | 110k | 67.09 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $6.8M | +3% | 41k | 165.40 |
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| Apple (AAPL) | 0.9 | $6.6M | +7% | 34k | 193.96 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.8 | $6.2M | -3% | 183k | 33.77 |
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| 3M Company (MMM) | 0.8 | $6.1M | -9% | 61k | 100.09 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $6.1M | 124k | 48.93 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $5.3M | 68k | 78.25 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.6 | $4.4M | +4% | 83k | 53.34 |
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| Heartland Financial USA (HTLF) | 0.6 | $4.4M | 107k | 40.86 |
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| American Centy Etf Tr International Lr (AVIV) | 0.6 | $4.3M | +2% | 88k | 48.62 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $3.8M | -4% | 88k | 43.80 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.5 | $3.8M | -3% | 116k | 32.29 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $3.6M | -3% | 146k | 24.63 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.4 | $3.4M | 58k | 59.44 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.3M | +5% | 66k | 49.29 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.3M | +2% | 33k | 99.63 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $3.2M | 16k | 202.69 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.1M | -4% | 88k | 35.64 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.4 | $3.0M | -21% | 180k | 16.83 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.4 | $2.8M | +5% | 59k | 48.19 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $2.6M | 28k | 95.07 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.3 | $2.6M | 51k | 50.44 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $2.6M | -4% | 43k | 58.97 |
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| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.3 | $2.4M | -3% | 73k | 33.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.3M | -3% | 34k | 67.49 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.3M | +87% | 6.7k | 340.50 |
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| American Centy Etf Tr Core Muni Fxd In (AVMU) | 0.2 | $1.8M | +11% | 39k | 46.13 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.5M | -6% | 31k | 50.22 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $1.5M | -26% | 31k | 48.05 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $1.2M | +23% | 36k | 34.63 |
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| Wisdomtree Tr Itl High Div Fd (DTH) | 0.2 | $1.2M | 33k | 36.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.2M | +110% | 4.4k | 275.06 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $1.1M | -6% | 49k | 23.45 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | +24% | 2.5k | 443.05 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.0M | +40% | 9.8k | 106.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.0M | +3% | 8.7k | 119.62 |
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| Netflix (NFLX) | 0.1 | $1.0M | 2.3k | 440.43 |
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| Abbott Laboratories (ABT) | 0.1 | $1.0M | +2331% | 9.2k | 108.94 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $880k | -25% | 18k | 49.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $857k | +9% | 7.1k | 120.86 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $849k | +52% | 17k | 51.60 |
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| Sherwin-Williams Company (SHW) | 0.1 | $803k | -4% | 3.0k | 265.45 |
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| Ecolab (ECL) | 0.1 | $761k | +5% | 4.1k | 186.61 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $744k | -6% | 15k | 49.25 |
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| Caterpillar (CAT) | 0.1 | $731k | +8% | 3.0k | 246.05 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $719k | 30k | 23.88 |
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| Deere & Company (DE) | 0.1 | $702k | +4% | 1.7k | 405.08 |
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| Medtronic SHS (MDT) | 0.1 | $676k | 7.7k | 88.07 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $652k | -59% | 8.7k | 75.12 |
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| Amazon (AMZN) | 0.1 | $645k | +20% | 5.0k | 130.22 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $643k | +3% | 8.8k | 72.66 |
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| UnitedHealth (UNH) | 0.1 | $640k | +8% | 1.3k | 480.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $619k | +3624% | 1.7k | 369.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $595k | 3.7k | 162.21 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $588k | 18k | 32.81 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $583k | 2.3k | 254.14 |
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| Thomson Reuters Corp. | 0.1 | $578k | NEW | 4.3k | 134.89 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $540k | 9.9k | 54.71 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.1 | $500k | +5% | 11k | 46.50 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $486k | -4% | 17k | 29.40 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $474k | 3.0k | 157.63 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $469k | 8.6k | 54.36 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $468k | NEW | 2.0k | 234.82 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $441k | 10k | 43.58 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $407k | -2% | 7.5k | 54.37 |
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| Tesla Motors (TSLA) | 0.1 | $405k | +10% | 1.6k | 261.29 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $396k | 5.7k | 69.13 |
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| Eli Lilly & Co. (LLY) | 0.0 | $377k | 804.00 | 468.91 |
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| Home Depot (HD) | 0.0 | $367k | +9% | 1.2k | 310.49 |
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| Johnson & Johnson (JNJ) | 0.0 | $349k | -7% | 2.1k | 165.40 |
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| Donaldson Company (DCI) | 0.0 | $347k | +637% | 5.6k | 62.49 |
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| Honeywell International (HON) | 0.0 | $339k | 1.6k | 207.34 |
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| Xcel Energy (XEL) | 0.0 | $334k | -3% | 5.4k | 62.06 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $331k | -80% | 3.2k | 103.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $328k | 806.00 | 406.95 |
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| Costco Wholesale Corporation (COST) | 0.0 | $322k | +20% | 598.00 | 538.46 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $317k | 5.1k | 62.16 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $302k | -35% | 3.1k | 96.83 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $300k | 6.5k | 46.30 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $284k | +6% | 8.0k | 35.49 |
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| Travelers Companies (TRV) | 0.0 | $269k | NEW | 1.6k | 173.55 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $268k | 2.6k | 103.59 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $252k | +775% | 7.0k | 36.06 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $252k | 5.3k | 47.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $239k | 1.3k | 187.16 |
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| General Mills (GIS) | 0.0 | $238k | 3.1k | 76.58 |
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| Skyworks Solutions (SWKS) | 0.0 | $232k | -22% | 2.1k | 110.48 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $228k | 8.5k | 26.70 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $227k | 3.1k | 72.69 |
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| Nike CL B (NKE) | 0.0 | $223k | 2.0k | 110.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $221k | -16% | 2.3k | 97.53 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $221k | NEW | 1.1k | 205.58 |
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| Visa Com Cl A (V) | 0.0 | $221k | +14% | 933.00 | 236.87 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $216k | 1.2k | 173.35 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $209k | +41% | 1.4k | 145.44 |
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| Fastenal Company (FAST) | 0.0 | $204k | 3.5k | 58.96 |
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| NVIDIA Corporation (NVDA) | 0.0 | $203k | +284% | 480.00 | 422.92 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $202k | -34% | 2.5k | 81.03 |
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| Pfizer (PFE) | 0.0 | $199k | 5.4k | 36.66 |
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| Sharplink Gaming Shs New | 0.0 | $198k | NEW | 67k | 2.97 |
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| Procter & Gamble Company (PG) | 0.0 | $196k | 1.3k | 151.23 |
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| Target Corporation (TGT) | 0.0 | $195k | 1.5k | 131.76 |
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| Cisco Systems (CSCO) | 0.0 | $186k | 3.6k | 51.70 |
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| Ford Motor Company (F) | 0.0 | $185k | 12k | 15.09 |
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| Stryker Corporation (SYK) | 0.0 | $179k | 587.00 | 304.94 |
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| Palo Alto Networks (PANW) | 0.0 | $178k | +16% | 700.00 | 254.29 |
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| Verizon Communications (VZ) | 0.0 | $173k | 4.7k | 37.00 |
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| Boeing Company (BA) | 0.0 | $172k | 817.00 | 210.53 |
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| Chevron Corporation (CVX) | 0.0 | $166k | +16% | 1.1k | 156.46 |
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| Meta Platforms Cl A (META) | 0.0 | $163k | 568.00 | 286.97 |
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| FactSet Research Systems (FDS) | 0.0 | $160k | 400.00 | 400.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $160k | 2.2k | 72.30 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $158k | +142% | 3.1k | 50.89 |
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| Southern Company (SO) | 0.0 | $156k | 2.2k | 70.08 |
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| Walt Disney Company (DIS) | 0.0 | $156k | +6% | 1.8k | 89.14 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $148k | 1.8k | 81.36 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $148k | 1.5k | 97.43 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $142k | 1.3k | 106.93 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $141k | 3.6k | 39.40 |
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| Philip Morris International (PM) | 0.0 | $140k | 1.4k | 97.36 |
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| Pepsi (PEP) | 0.0 | $137k | +117% | 740.00 | 185.14 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $136k | 3.2k | 42.97 |
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| Us Bancorp Del Com New (USB) | 0.0 | $131k | 4.0k | 32.91 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $131k | 2.8k | 47.21 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $124k | -3% | 4.3k | 28.67 |
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| Wal-Mart Stores (WMT) | 0.0 | $122k | 777.00 | 157.01 |
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| Toro Company (TTC) | 0.0 | $120k | 1.2k | 101.35 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $117k | -3% | 415.00 | 281.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $114k | +682% | 782.00 | 145.78 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $114k | 522.00 | 218.39 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $109k | 2.3k | 47.91 |
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| General Motors Company (GM) | 0.0 | $104k | +41% | 2.7k | 38.31 |
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| Dex (DXCM) | 0.0 | $102k | NEW | 800.00 | 127.50 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $101k | -71% | 884.00 | 114.25 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $97k | 200.00 | 485.00 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $94k | 1.2k | 76.99 |
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| Williams Companies (WMB) | 0.0 | $94k | 2.9k | 32.41 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $93k | +503% | 1.7k | 55.79 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $92k | 2.7k | 34.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $92k | 300.00 | 306.67 |
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| Hp (HPQ) | 0.0 | $91k | 3.0k | 30.46 |
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| International Business Machines (IBM) | 0.0 | $91k | 684.00 | 133.04 |
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| McDonald's Corporation (MCD) | 0.0 | $90k | +52% | 304.00 | 296.05 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $90k | 581.00 | 154.91 |
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| American Express Company (AXP) | 0.0 | $89k | 516.00 | 172.48 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $88k | +9% | 1.9k | 45.67 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $87k | 1.0k | 84.14 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $86k | -13% | 2.7k | 32.37 |
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| Bristol Myers Squibb (BMY) | 0.0 | $80k | -2% | 1.3k | 63.29 |
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| CenterPoint Energy (CNP) | 0.0 | $78k | 2.7k | 28.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $77k | 295.00 | 261.02 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $73k | 2.4k | 30.56 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $70k | 735.00 | 95.24 |
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| Starbucks Corporation (SBUX) | 0.0 | $69k | 698.00 | 98.85 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $69k | 642.00 | 107.48 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $67k | NEW | 657.00 | 101.98 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $67k | 397.00 | 168.77 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $66k | 1.7k | 38.71 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $66k | 477.00 | 138.36 |
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| At&t (T) | 0.0 | $65k | 4.1k | 15.93 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $65k | -3% | 899.00 | 72.30 |
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| Progressive Corporation (PGR) | 0.0 | $63k | 482.00 | 130.71 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $62k | 2.5k | 25.09 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $62k | 300.00 | 206.67 |
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| Microchip Technology (MCHP) | 0.0 | $62k | NEW | 700.00 | 88.57 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $61k | 180.00 | 338.89 |
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| Oneok (OKE) | 0.0 | $61k | 1.0k | 61.00 |
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| Colgate-Palmolive Company (CL) | 0.0 | $61k | 792.00 | 77.02 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $59k | 645.00 | 91.47 |
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| Terex Corporation (TEX) | 0.0 | $59k | 1.0k | 59.00 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $58k | +785% | 620.00 | 93.55 |
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| Coca-Cola Company (KO) | 0.0 | $55k | 927.00 | 59.33 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $55k | +7% | 639.00 | 86.07 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $53k | 1.0k | 50.91 |
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| Darden Restaurants (DRI) | 0.0 | $52k | 317.00 | 164.04 |
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| Kroger (KR) | 0.0 | $52k | -4% | 1.1k | 46.97 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $51k | NEW | 145.00 | 351.72 |
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| Automatic Data Processing (ADP) | 0.0 | $50k | -8% | 231.00 | 216.45 |
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| Woodward Governor Company (WWD) | 0.0 | $49k | 413.00 | 118.64 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $48k | -7% | 945.00 | 50.79 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $47k | +7% | 1.5k | 31.08 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $47k | 103.00 | 456.31 |
|
|
| Emerson Electric (EMR) | 0.0 | $47k | +14% | 526.00 | 89.35 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $46k | +18% | 2.0k | 22.85 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $45k | 1.8k | 24.97 |
|
|
| Abbvie (ABBV) | 0.0 | $45k | +346% | 335.00 | 134.33 |
|
| Goldman Sachs (GS) | 0.0 | $45k | NEW | 142.00 | 316.90 |
|
| PNC Financial Services (PNC) | 0.0 | $45k | -50% | 363.00 | 123.97 |
|
| Allstate Corporation (ALL) | 0.0 | $44k | 404.00 | 108.91 |
|
|
| Hanover Insurance (THG) | 0.0 | $43k | 382.00 | 112.57 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $42k | 262.00 | 160.31 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $39k | -44% | 1.2k | 33.45 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $39k | 298.00 | 130.87 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $39k | 488.00 | 79.92 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $37k | 603.00 | 61.36 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $37k | 1.3k | 28.51 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $37k | 250.00 | 148.00 |
|
|
| Phillips 66 (PSX) | 0.0 | $37k | 396.00 | 93.43 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $36k | -84% | 859.00 | 41.91 |
|
| Altria (MO) | 0.0 | $36k | +14% | 800.00 | 45.00 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $36k | +34% | 271.00 | 132.84 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $36k | 337.00 | 106.82 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $36k | 728.00 | 49.45 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $35k | +24% | 515.00 | 67.96 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $35k | 400.00 | 87.50 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $35k | 676.00 | 51.78 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $34k | 464.00 | 73.28 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $34k | 100.00 | 340.00 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $34k | +39% | 456.00 | 74.56 |
|
| Albemarle Corporation (ALB) | 0.0 | $34k | +15300% | 154.00 | 220.78 |
|
| Advanced Micro Devices (AMD) | 0.0 | $34k | 300.00 | 113.33 |
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|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $34k | -18% | 1.1k | 30.30 |
|
| ConocoPhillips (COP) | 0.0 | $32k | 316.00 | 101.27 |
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|
| Halliburton Company (HAL) | 0.0 | $31k | 953.00 | 32.53 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $31k | +61% | 916.00 | 33.84 |
|
| Amgen (AMGN) | 0.0 | $31k | +250% | 140.00 | 221.43 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $31k | +11% | 325.00 | 95.38 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $31k | 444.00 | 69.82 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $30k | NEW | 1.8k | 16.67 |
|
| Marvell Technology (MRVL) | 0.0 | $30k | 505.00 | 59.41 |
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|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $29k | NEW | 196.00 | 147.96 |
|
| Vulcan Materials Company (VMC) | 0.0 | $28k | 125.00 | 224.00 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $27k | 252.00 | 107.14 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $27k | 180.00 | 150.00 |
|
|
| Sempra Energy (SRE) | 0.0 | $27k | 188.00 | 143.62 |
|
|
| First Interstate Bancsystem (FIBK) | 0.0 | $26k | 1.1k | 23.64 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $26k | +33% | 274.00 | 94.89 |
|
| Waste Management (WM) | 0.0 | $26k | 150.00 | 173.33 |
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|
| United Parcel Service CL B (UPS) | 0.0 | $26k | 150.00 | 173.33 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $26k | 1.0k | 25.97 |
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|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $25k | NEW | 58.00 | 431.03 |
|
| Henry Schein (HSIC) | 0.0 | $25k | 313.00 | 79.87 |
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|
| Gibraltar Industries (ROCK) | 0.0 | $25k | 408.00 | 61.27 |
|
|
| IPG Photonics Corporation (IPGP) | 0.0 | $25k | 190.00 | 131.58 |
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| Qualcomm (QCOM) | 0.0 | $24k | +101% | 208.00 | 115.38 |
|
| Merck & Co (MRK) | 0.0 | $24k | -7% | 212.00 | 113.21 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $24k | 372.00 | 64.52 |
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| Boston Scientific Corporation (BSX) | 0.0 | $24k | NEW | 448.00 | 53.57 |
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| Baxter International (BAX) | 0.0 | $24k | 540.00 | 44.44 |
|
|
| Intel Corporation (INTC) | 0.0 | $24k | -5% | 731.00 | 32.83 |
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| Expeditors International of Washington (EXPD) | 0.0 | $23k | 197.00 | 116.75 |
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| Exelon Corporation (EXC) | 0.0 | $23k | -53% | 582.00 | 39.52 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $22k | 213.00 | 103.29 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $22k | 100.00 | 220.00 |
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|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $22k | 271.00 | 81.18 |
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|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $22k | NEW | 294.00 | 74.83 |
|
| Nextier Oilfield Solutions (NEX) | 0.0 | $21k | 2.4k | 8.94 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $21k | 259.00 | 81.08 |
|
|
| Moderna (MRNA) | 0.0 | $21k | NEW | 175.00 | 120.00 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $20k | 283.00 | 70.67 |
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|
| W.W. Grainger (GWW) | 0.0 | $20k | 26.00 | 769.23 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $20k | 727.00 | 27.51 |
|
|
| FTI Consulting (FCN) | 0.0 | $19k | NEW | 100.00 | 190.00 |
|
| H&R Block (HRB) | 0.0 | $19k | 608.00 | 31.25 |
|
|
| American Tower Reit (AMT) | 0.0 | $19k | 102.00 | 186.27 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $19k | NEW | 429.00 | 44.29 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $18k | NEW | 147.00 | 122.45 |
|
| Best Buy (BBY) | 0.0 | $18k | -44% | 225.00 | 80.00 |
|
| Danaher Corporation (DHR) | 0.0 | $18k | 75.00 | 240.00 |
|
|
| Linde SHS (LIN) | 0.0 | $18k | 48.00 | 375.00 |
|
|
| General Electric Com New (GE) | 0.0 | $18k | 167.00 | 107.78 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $17k | 100.00 | 170.00 |
|
|
| Constellation Energy (CEG) | 0.0 | $17k | -53% | 193.00 | 88.08 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $17k | NEW | 373.00 | 45.58 |
|
| Morgan Stanley Com New (MS) | 0.0 | $17k | 199.00 | 85.43 |
|
|
| Ishares Tr Exponential Tech (XT) | 0.0 | $17k | 322.00 | 52.80 |
|
|
| MetLife (MET) | 0.0 | $16k | -10% | 294.00 | 54.42 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $16k | +35% | 149.00 | 107.38 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $16k | NEW | 400.00 | 40.00 |
|
| Fulcrum Therapeutics (FULC) | 0.0 | $16k | +38% | 5.0k | 3.20 |
|
| S&p Global (SPGI) | 0.0 | $16k | 41.00 | 390.24 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $15k | 626.00 | 23.96 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $15k | -65% | 129.00 | 116.28 |
|
| Genworth Finl Com Cl A (GNW) | 0.0 | $15k | 3.0k | 5.00 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $15k | NEW | 250.00 | 60.00 |
|
| Bofi Holding (AX) | 0.0 | $15k | 400.00 | 37.50 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $15k | 72.00 | 208.33 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $15k | 1.3k | 11.25 |
|
|
| Kraft Heinz (KHC) | 0.0 | $14k | +507% | 419.00 | 33.41 |
|
| Mettler-Toledo International (MTD) | 0.0 | $14k | 11.00 | 1272.73 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $13k | 41.00 | 317.07 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $13k | -13% | 100.00 | 130.00 |
|
| Paypal Holdings (PYPL) | 0.0 | $13k | 200.00 | 65.00 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $13k | 500.00 | 26.00 |
|
|
| Cigna Corp (CI) | 0.0 | $13k | -58% | 47.00 | 276.60 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $13k | -5% | 205.00 | 63.41 |
|
| DNP Select Income Fund (DNP) | 0.0 | $13k | 1.3k | 9.93 |
|
|
| Broadcom (AVGO) | 0.0 | $12k | -12% | 14.00 | 857.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $12k | 32.00 | 375.00 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $12k | 125.00 | 96.00 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $12k | 200.00 | 60.00 |
|
|
| Apa Corporation (APA) | 0.0 | $12k | 375.00 | 32.00 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $12k | 985.00 | 12.18 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $11k | 178.00 | 61.80 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $11k | 116.00 | 94.83 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $11k | -25% | 263.00 | 41.83 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $11k | +2400% | 125.00 | 88.00 |
|
| Carrier Global Corporation (CARR) | 0.0 | $11k | 227.00 | 48.46 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $10k | 218.00 | 45.87 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $10k | 113.00 | 88.50 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $10k | NEW | 2.5k | 4.00 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $10k | 50.00 | 200.00 |
|
|
| salesforce (CRM) | 0.0 | $10k | 50.00 | 200.00 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $10k | 73.00 | 136.99 |
|
|
| Stericycle (SRCL) | 0.0 | $10k | 229.00 | 43.67 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $10k | 252.00 | 39.68 |
|
|
| WesBan (WSBC) | 0.0 | $10k | 410.00 | 24.39 |
|
|
| Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $10k | 418.00 | 23.92 |
|
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $9.0k | 84.00 | 107.14 |
|
|
| Prudential Financial (PRU) | 0.0 | $9.0k | 113.00 | 79.65 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $9.0k | 264.00 | 34.09 |
|
|
| Nordstrom (JWN) | 0.0 | $8.0k | 418.00 | 19.14 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $8.0k | 527.00 | 15.18 |
|
|
| Vistaoutdoor (VSTO) | 0.0 | $8.0k | 324.00 | 24.69 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $8.0k | NEW | 300.00 | 26.67 |
|
| Edison International (EIX) | 0.0 | $8.0k | 122.00 | 65.57 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $8.0k | -71% | 122.00 | 65.57 |
|
| Nextera Energy (NEE) | 0.0 | $8.0k | +19% | 119.00 | 67.23 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $8.0k | -31% | 181.00 | 44.20 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $8.0k | 12.00 | 666.67 |
|
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $8.0k | NEW | 400.00 | 20.00 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $8.0k | 49.00 | 163.27 |
|
|
| Kellogg Company (K) | 0.0 | $8.0k | 121.00 | 66.12 |
|
|
| Ark Etf Tr Ark Space Expl (ARKX) | 0.0 | $7.0k | 479.00 | 14.61 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $7.0k | 94.00 | 74.47 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $7.0k | -84% | 77.00 | 90.91 |
|
| Union Pacific Corporation (UNP) | 0.0 | $7.0k | 37.00 | 189.19 |
|
|
| Avista Corporation (AVA) | 0.0 | $7.0k | 200.00 | 35.00 |
|
|
| Vaalco Energy Com New (EGY) | 0.0 | $7.0k | 2.0k | 3.50 |
|
|
| Dorman Products (DORM) | 0.0 | $7.0k | 100.00 | 70.00 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $7.0k | NEW | 83.00 | 84.34 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $7.0k | -15% | 192.00 | 36.46 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $6.0k | +45% | 178.00 | 33.71 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $6.0k | 91.00 | 65.93 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $6.0k | NEW | 58.00 | 103.45 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $6.0k | 500.00 | 12.00 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $6.0k | 300.00 | 20.00 |
|
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $6.0k | NEW | 500.00 | 12.00 |
|
| Nextdoor Holdings Com Cl A (KIND) | 0.0 | $6.0k | 2.0k | 3.00 |
|
|
| Spx Corp (SPXC) | 0.0 | $6.0k | 72.00 | 83.33 |
|
|
| Block Cl A (SQ) | 0.0 | $6.0k | 102.00 | 58.82 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $6.0k | -60% | 112.00 | 53.57 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $5.0k | 146.00 | 34.25 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $5.0k | 46.00 | 108.70 |
|
|
| Paychex (PAYX) | 0.0 | $5.0k | +20% | 48.00 | 104.17 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $5.0k | 200.00 | 25.00 |
|