Price Wealth Management

Latest statistics and disclosures from Price Wealth's latest quarterly 13F-HR filing:

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Positions held by Price Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Price Wealth

Price Wealth holds 447 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 10.8 $39M -19% 181k 212.94
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Spdr S&p 500 Etf Tr Tr Unit Uie (SPY) 10.5 $38M -5% 112k 334.89
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Vanguard Index Fds Real Estate Etf Uie (VNQ) 7.2 $26M 324k 78.96
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Ishares Tr Core S&p500 Etf Uie (IVV) 7.2 $26M +13% 76k 336.05
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Ishares Tr Core S&p Scp Etf Uie (IJR) 6.3 $23M -5% 320k 70.23
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Schwab Strategic Tr Us Lcap Va Etf Uie (SCHV) 6.2 $22M +2% 425k 52.19
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Vanguard Specialized Funds Div App Etf Uie (VIG) 6.1 $22M 170k 128.66
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Ishares Tr Msci Emg Mkt Etf Uie (EEM) 5.8 $21M 471k 44.09
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Vanguard Index Fds Small Cp Etf Uie (VB) 4.0 $14M 92k 153.80
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Ishares Tr Msci Eafe Etf Uie (EFA) 3.5 $13M 198k 63.65
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Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Uie (VEA) 2.8 $10M 245k 40.90
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Ishares Tr Eafe Sml Cp Etf Uie (SCZ) 2.2 $7.8M -22% 132k 58.99
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VWO) 2.1 $7.5M -5% 175k 43.24
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Apple (AAPL) 1.8 $6.5M +438% 56k 115.81
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Amazon (AMZN) 1.8 $6.4M +18% 2.0k 3148.50
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Vanguard Index Fds Mid Cap Etf Uie (VO) 1.6 $5.6M 32k 176.27
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Ishares Tr S&p 100 Etf Uie (OEF) 1.5 $5.3M 34k 155.73
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Invesco Qqq Tr Unit Ser 1 Uie (QQQ) 1.4 $5.0M 18k 277.83
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Wisdomtree Tr Itl Hdg Qtly Div Uie (IHDG) 1.3 $4.6M +6% 126k 36.57
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Silicon Laboratories (SLAB) 1.2 $4.4M 45k 97.86
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Ishares Tr Russell 2000 Etf Uie (IWM) 0.9 $3.3M -8% 22k 149.78
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Vaneck Vectors Etf Tr Gold Miners Etf Uie (GDX) 0.9 $3.3M 84k 39.16
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Alibaba Group Holding (BABA) 0.9 $3.2M 11k 294.00
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Vanguard Index Fds S&p 500 Etf Uie (VOO) 0.9 $3.1M 10k 307.63
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Invesco Exchange Traded Fd T Ftse Rafi 1000 Uie (PRF) 0.9 $3.0M 27k 113.79
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Microsoft Corporation (MSFT) 0.5 $1.7M +515% 8.3k 210.39
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Ishares Tr Core S&p Mcp Etf Uie (IJH) 0.4 $1.6M -24% 8.5k 185.35
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Facebook Inc cl a (META) 0.3 $1.2M +103% 4.6k 261.81
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Ishares Inc Core Msci Emkt Uie (IEMG) 0.3 $1.1M 21k 52.78
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Dollar General (DG) 0.3 $998k -16% 4.8k 209.53
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UnitedHealth (UNH) 0.3 $912k 2.9k 311.79
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JPMorgan Chase & Co. (JPM) 0.3 $899k +34% 9.3k 96.29
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Exxon Mobil Corporation (XOM) 0.2 $778k 23k 34.32
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Alphabet Inc Class C cs (GOOG) 0.2 $747k 508.00 1470.47
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Schwab Strategic Tr Us Dividend Eq Uie (SCHD) 0.2 $739k 13k 55.30
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Ark Etf Tr Innovation Etf Uie (ARKK) 0.2 $733k NEW 8.0k 91.96
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Honeywell International (HON) 0.2 $732k -3% 4.4k 164.57
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Accenture (ACN) 0.2 $628k 2.8k 226.06
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Expeditors International of Washington (EXPD) 0.2 $627k 6.9k 90.48
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Pepsi (PEP) 0.2 $624k -6% 4.5k 138.54
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Peloton Interactive Inc cl a (PTON) 0.2 $622k -3% 6.3k 99.20
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TJX Companies (TJX) 0.2 $601k -16% 11k 55.66
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Paccar (PCAR) 0.2 $591k -15% 6.9k 85.34
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Masco Corporation (MAS) 0.2 $546k -55% 9.9k 55.16
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Datadog Inc Cl A (DDOG) 0.2 $543k 5.3k 102.16
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Merck & Co (MRK) 0.2 $536k +53% 6.5k 82.97
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Ishares Tr Msci Acwi Etf Uie (ACWI) 0.1 $482k 6.0k 79.85
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Nicholas Financial (NICK) 0.1 $436k 60k 7.27
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Unilever (UL) 0.1 $424k -55% 6.9k 61.61
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Expedia (EXPE) 0.1 $419k +7% 4.6k 91.66
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Ishares Tr Rus 1000 Etf Uie (IWB) 0.1 $410k 2.2k 187.21
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Uber Technologies (UBER) 0.1 $406k 11k 36.46
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NVIDIA Corporation (NVDA) 0.1 $389k +1840% 718.00 541.78
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Pinterest Inc Cl A (PINS) 0.1 $381k 9.2k 41.52
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Gulfport Energy Corporation 0.1 $376k +14% 714k 0.53
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Alphabet Inc Class A cs (GOOGL) 0.1 $366k +303% 250.00 1464.00
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Progressive Corporation (PGR) 0.1 $366k -40% 3.9k 94.75
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Adobe Systems Incorporated (ADBE) 0.1 $353k +360% 719.00 490.96
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MasterCard Incorporated (MA) 0.1 $343k +1680% 1.0k 337.93
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VT) 0.1 $321k 4.0k 80.55
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Visa (V) 0.1 $315k +729% 1.6k 199.87
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Paypal Holdings (PYPL) 0.1 $312k +496% 1.6k 197.34
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Pfizer (PFE) 0.1 $303k +388% 8.2k 36.75
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Tencent Music Entertco L spon ad (TME) 0.1 $301k 20k 14.77
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salesforce (CRM) 0.1 $287k +5338% 1.1k 251.31
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PPG Industries (PPG) 0.1 $282k -57% 2.3k 121.87
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Comcast Corporation (CMCSA) 0.1 $279k -69% 6.0k 46.24
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Emerson Electric (EMR) 0.1 $272k 4.2k 65.54
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Johnson & Johnson (JNJ) 0.1 $262k +38% 1.8k 149.12
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Quest Diagnostics Incorporated (DGX) 0.1 $256k -76% 2.2k 114.39
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Netflix (NFLX) 0.1 $255k +900% 510.00 500.00
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Sony Corporation (SONY) 0.1 $246k -71% 3.2k 76.78
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Broadcom (AVGO) 0.1 $241k +461% 662.00 364.05
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Verizon Communications (VZ) 0.1 $228k +234% 3.8k 59.50
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Vanguard Index Fds Value Etf Uie (VTV) 0.1 $219k -19% 2.1k 104.29
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Colgate-Palmolive Company (CL) 0.1 $213k 2.8k 77.03
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Medtronic (MDT) 0.1 $196k +547% 1.9k 103.98
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Eaton (ETN) 0.1 $193k -73% 1.9k 102.12
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Amgen (AMGN) 0.1 $193k +442% 759.00 254.28
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Intel Corporation (INTC) 0.1 $189k +691% 3.7k 51.78
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Qualcomm (QCOM) 0.1 $182k +960% 1.5k 117.50
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Ishares Tr Msci Usa Min Vol Uie (USMV) 0.0 $164k 2.6k 63.69
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Intuitive Surgical (ISRG) 0.0 $162k +470% 228.00 710.53
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Advanced Micro Devices (AMD) 0.0 $152k +1373% 1.9k 81.90
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Servicenow (NOW) 0.0 $152k +10366% 314.00 484.08
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Koninklijke Philips Electronics NV (PHG) 0.0 $147k -80% 3.1k 47.09
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Booking Holdings (BKNG) 0.0 $144k -84% 84.00 1714.29
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Permian Basin Rty Tr Unit Ben Int Uie (PBT) 0.0 $141k 57k 2.48
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Abbvie (ABBV) 0.0 $135k +1575% 1.5k 87.61
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Uie (MDY) 0.0 $127k 374.00 339.57
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Dollar Tree (DLTR) 0.0 $127k -83% 1.4k 91.37
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Ishares Tr Mortge Rel Etf Uie (REM) 0.0 $121k NEW 4.7k 25.72
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EastGroup Properties (EGP) 0.0 $116k -31% 900.00 128.89
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International Business Machines (IBM) 0.0 $108k 888.00 121.62
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Wells Fargo & Company (WFC) 0.0 $107k +2% 4.5k 23.52
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Smith & Nephew (SNN) 0.0 $107k -80% 2.7k 39.07
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Autodesk (ADSK) 0.0 $106k NEW 460.00 230.43
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Twitter 0.0 $105k +5797% 2.4k 44.51
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Duke Energy (DUK) 0.0 $102k NEW 1.2k 88.24
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Bank of America Corporation (BAC) 0.0 $95k 3.9k 24.07
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Nelnet (NNI) 0.0 $90k NEW 1.5k 60.00
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Iqvia Holdings (IQV) 0.0 $87k NEW 549.00 158.47
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Williams Companies (WMB) 0.0 $86k NEW 4.4k 19.58
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Micron Technology (MU) 0.0 $86k NEW 1.8k 46.79
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Align Technology (ALGN) 0.0 $86k NEW 262.00 328.24
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Schlumberger (SLB) 0.0 $85k -69% 5.4k 15.63
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PPL Corporation (PPL) 0.0 $82k +2234% 3.0k 27.23
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Welltower Inc Com reit (WELL) 0.0 $82k +2664% 1.5k 54.92
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Discover Financial Services (DFS) 0.0 $82k +1603% 1.4k 57.99
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Ventas (VTR) 0.0 $77k +3196% 1.8k 41.71
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Realty Income (O) 0.0 $77k NEW 1.3k 60.63
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FirstEnergy (FE) 0.0 $77k +1831% 2.7k 28.68
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AES Corporation (AES) 0.0 $76k +2008% 4.2k 18.03
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Simon Property (SPG) 0.0 $76k +7256% 1.2k 64.57
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Phillips 66 (PSX) 0.0 $75k NEW 1.4k 52.12
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Viacomcbs (PARA) 0.0 $74k +4010% 2.6k 28.13
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Peak (PEAK) 0.0 $74k +2811% 2.7k 27.33
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Landmark Infrastructure 0.0 $71k 7.8k 9.06
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CenturyLink 0.0 $70k +2270% 6.9k 10.11
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Prudential Financial (PRU) 0.0 $67k +721% 1.1k 63.75
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Royal Caribbean Cruises (RCL) 0.0 $66k NEW 1.0k 64.39
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Concho Resources 0.0 $65k NEW 1.5k 43.83
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Synchrony Financial (SYF) 0.0 $65k NEW 2.5k 26.20
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Citizens Financial (CFG) 0.0 $65k NEW 2.6k 25.23
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Charter Communications Inc New Cl A cl a (CHTR) 0.0 $64k 103.00 621.36
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Chubb (CB) 0.0 $61k -91% 525.00 116.19
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Fidelity National Information Services (FIS) 0.0 $60k NEW 409.00 146.70
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Carnival Corp Unit 99/99/9999 Uie (CCL) 0.0 $59k NEW 3.9k 15.11
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Walt Disney Company (DIS) 0.0 $59k +89% 473.00 124.74
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Dxc Technology (DXC) 0.0 $57k NEW 3.2k 17.85
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Thermo Fisher Scientific (TMO) 0.0 $57k +29% 128.00 445.31
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Alliant Energy Corporation (LNT) 0.0 $54k 1.0k 51.72
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GlaxoSmithKline 0.0 $53k +7% 1.4k 37.38
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Microchip Technology (MCHP) 0.0 $53k +851% 514.00 103.11
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Marathon Petroleum Corp (MPC) 0.0 $51k -2% 1.8k 29.14
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Wal-Mart Stores (WMT) 0.0 $48k +89% 345.00 139.13
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Intuit (INTU) 0.0 $46k +37% 142.00 323.94
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Industries N shs - a - (LYB) 0.0 $46k +601% 659.00 69.80
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Avalara 0.0 $45k 355.00 126.76
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Kinder Morgan (KMI) 0.0 $44k +497% 3.6k 12.32
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DTE Energy Company (DTE) 0.0 $43k +1033% 374.00 114.97
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Lowe's Companies (LOW) 0.0 $43k 259.00 166.02
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Boston Scientific Corporation (BSX) 0.0 $41k +553% 1.1k 37.82
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Baker Hughes A Ge Company (BKR) 0.0 $41k NEW 3.1k 13.28
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At&t (T) 0.0 $39k -17% 1.4k 28.26
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Yelp Inc cl a (YELP) 0.0 $39k +66% 2.0k 20.00
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Dow (DOW) 0.0 $39k NEW 836.00 46.65
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Global Payments (GPN) 0.0 $36k NEW 202.00 178.22
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Oracle Corporation (ORCL) 0.0 $35k +153% 587.00 59.63
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Illumina (ILMN) 0.0 $34k +626% 109.00 311.93
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Home Depot (HD) 0.0 $34k 124.00 274.19
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Abbott Laboratories (ABT) 0.0 $33k +63% 306.00 107.84
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Citigroup (C) 0.0 $32k +4% 750.00 42.67
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Gilead Sciences (GILD) 0.0 $32k +215% 514.00 62.26
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Raytheon Technologies Corp (RTX) 0.0 $32k +68% 550.00 58.18
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Hollyfrontier Corp 0.0 $31k NEW 1.6k 19.50
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Starbucks Corporation (SBUX) 0.0 $31k +237% 361.00 85.87
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Union Pacific Corporation (UNP) 0.0 $31k -16% 157.00 197.45
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Texas Instruments Incorporated (TXN) 0.0 $31k +98% 218.00 142.20
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Metropcs Communications (TMUS) 0.0 $31k 268.00 115.67
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Hp (HPQ) 0.0 $31k +1286% 1.6k 19.28
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Key (KEY) 0.0 $30k +305% 2.5k 11.97
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Danaher Corporation (DHR) 0.0 $30k +75% 137.00 218.98
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Motorola Solutions (MSI) 0.0 $30k +1508% 193.00 155.44
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MGM Resorts International. (MGM) 0.0 $29k NEW 1.3k 21.53
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McDonald's Corporation (MCD) 0.0 $27k +100% 122.00 221.31
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Eli Lilly & Co. (LLY) 0.0 $27k +75% 182.00 148.35
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Federal Realty Inv. Trust 0.0 $26k +2450% 357.00 72.83
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Kroger (KR) 0.0 $26k 763.00 34.08
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General Mills (GIS) 0.0 $25k 402.00 62.19
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Coca-Cola Company (KO) 0.0 $25k 500.00 50.00
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Norwegian Cruise Line Hldgs (NCLH) 0.0 $25k NEW 1.5k 16.78
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Dominion Resources (D) 0.0 $24k +99% 299.00 80.27
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Air Products & Chemicals (APD) 0.0 $24k -10% 79.00 303.80
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Cintas Corporation (CTAS) 0.0 $24k 71.00 338.03
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Deere & Company (DE) 0.0 $24k 108.00 222.22
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American Express Company (AXP) 0.0 $24k +89% 243.00 98.77
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Procter & Gamble Company (PG) 0.0 $23k +21% 167.00 137.72
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Republic Services (RSG) 0.0 $23k 244.00 94.26
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Morgan Stanley (MS) 0.0 $23k +99% 474.00 48.52
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First Republic Bank/san F (FRCB) 0.0 $23k 211.00 109.00
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Fifth Third Ban (FITB) 0.0 $22k NEW 1.0k 20.99
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American Tower Reit (AMT) 0.0 $22k +106% 91.00 241.76
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Stryker Corporation (SYK) 0.0 $21k +168% 102.00 205.88
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Capital One Financial (COF) 0.0 $21k +132% 290.00 72.41
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Skyworks Solutions (SWKS) 0.0 $21k +158% 145.00 144.83
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Prologis (PLD) 0.0 $21k +126% 206.00 101.94
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Pulte (PHM) 0.0 $20k 436.00 45.87
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $20k +151% 73.00 273.97
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Crown Castle Intl (CCI) 0.0 $20k +141% 123.00 162.60
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Watsco, Incorporated (WSO) 0.0 $19k 82.00 231.71
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Lam Research Corporation (LRCX) 0.0 $19k 57.00 333.33
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SYSCO Corporation (SYY) 0.0 $19k +35% 311.00 61.09
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Edwards Lifesciences (EW) 0.0 $18k -23% 220.00 81.82
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Equinix (EQIX) 0.0 $18k +166% 24.00 750.00
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Becton, Dickinson and (BDX) 0.0 $18k +192% 79.00 227.85
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Vanguard Index Fds Total Stk Mkt Uie (VTI) 0.0 $18k 104.00 173.08
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Evergy (EVRG) 0.0 $18k NEW 346.00 52.02
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Freeport-McMoRan Copper & Gold (FCX) 0.0 $18k +269% 1.1k 15.83
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Consolidated Edison (ED) 0.0 $17k NEW 221.00 76.92
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Darden Restaurants (DRI) 0.0 $17k +608% 170.00 100.00
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Activision Blizzard 0.0 $17k +204% 216.00 78.70
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Hca Holdings (HCA) 0.0 $17k +193% 138.00 123.19
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Williams-Sonoma (WSM) 0.0 $17k NEW 191.00 89.01
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MetLife (MET) 0.0 $17k +226% 457.00 37.20
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International Paper Company (IP) 0.0 $17k 424.00 40.09
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Weyerhaeuser Company (WY) 0.0 $16k +346% 563.00 28.42
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Paychex (PAYX) 0.0 $16k NEW 196.00 81.63
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Omni (OMC) 0.0 $16k -96% 317.00 50.47
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Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $16k 114.00 140.35
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Analog Devices (ADI) 0.0 $16k NEW 134.00 119.40
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Hldgs (UAL) 0.0 $16k +288% 451.00 35.48
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Interpublic Group of Companies (IPG) 0.0 $16k 942.00 16.99
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National-Oilwell Var 0.0 $15k +192% 1.7k 9.06
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CenterPoint Energy (CNP) 0.0 $15k 784.00 19.13
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Hologic (HOLX) 0.0 $15k +676% 233.00 64.38
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Nextera Energy (NEE) 0.0 $15k +381% 53.00 283.02
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Varian Medical Systems 0.0 $15k +507% 85.00 176.47
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DISH Network 0.0 $15k +290% 507.00 29.59
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Northern Trust Corporation (NTRS) 0.0 $15k -97% 192.00 78.12
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Mettler-Toledo International (MTD) 0.0 $15k +433% 16.00 937.50
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Travelers Companies (TRV) 0.0 $15k 142.00 105.63
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Black Knight 0.0 $15k 172.00 87.21
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Lockheed Martin Corporation (LMT) 0.0 $15k 38.00 394.74
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Alexion Pharmaceuticals 0.0 $15k +664% 130.00 115.38
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Zimmer Holdings (ZBH) 0.0 $15k +344% 111.00 135.14
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Nike (NKE) 0.0 $15k 121.00 123.97
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Chevron Corporation (CVX) 0.0 $15k -18% 203.00 73.89
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Cyrusone 0.0 $15k 217.00 69.12
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CVS Caremark Corporation (CVS) 0.0 $15k +184% 253.00 59.29
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Fox Corp (FOXA) 0.0 $15k +358% 550.00 27.27
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Cabot Oil & Gas Corporation (CTRA) 0.0 $15k +295% 886.00 16.93
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Jefferies Finl Group (JEF) 0.0 $14k 769.00 18.21
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American International (AIG) 0.0 $14k 524.00 26.72
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Cognizant Technology Solutions (CTSH) 0.0 $14k NEW 198.00 70.71
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Fiserv (FI) 0.0 $14k NEW 133.00 105.26
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Sba Communications Corp (SBAC) 0.0 $14k +800% 45.00 311.11
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Arista Networks (ANET) 0.0 $14k +1000% 66.00 212.12
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U.S. Bancorp (USB) 0.0 $14k NEW 380.00 36.84
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Cadence Design Systems (CDNS) 0.0 $14k +616% 129.00 108.53
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Bristol Myers Squibb (BMY) 0.0 $14k 225.00 62.22
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Hanesbrands (HBI) 0.0 $14k +582% 915.00 15.30
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Juniper Networks (JNPR) 0.0 $13k +1045% 584.00 22.26
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Etsy (ETSY) 0.0 $13k NEW 109.00 119.27
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Catalent (CTLT) 0.0 $13k NEW 147.00 88.44
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Costco Wholesale Corporation (COST) 0.0 $13k 38.00 342.11
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Public Storage (PSA) 0.0 $13k NEW 59.00 220.34
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Dentsply Sirona (XRAY) 0.0 $13k +992% 295.00 44.07
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Ameren Corporation (AEE) 0.0 $13k NEW 160.00 81.25
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Teradyne (TER) 0.0 $13k NEW 160.00 81.25
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IDEXX Laboratories (IDXX) 0.0 $13k NEW 34.00 382.35
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PerkinElmer (RVTY) 0.0 $13k NEW 105.00 123.81
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Vici Pptys (VICI) 0.0 $13k NEW 557.00 23.34
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Equity Residential (EQR) 0.0 $13k +540% 256.00 50.78
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Iron Mountain (IRM) 0.0 $13k +758% 481.00 27.03
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Ubs Group (UBS) 0.0 $12k 1.1k 10.98
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Hewlett Packard Enterprise (HPE) 0.0 $12k +514% 1.3k 9.13
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NiSource (NI) 0.0 $12k NEW 551.00 21.78
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Applied Materials (AMAT) 0.0 $12k 195.00 61.54
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AvalonBay Communities (AVB) 0.0 $12k NEW 78.00 153.85
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Agilent Technologies Inc C ommon (A) 0.0 $12k NEW 123.00 97.56
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Baxter International (BAX) 0.0 $12k +886% 148.00 81.08
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Essex Property Trust (ESS) 0.0 $12k +1060% 58.00 206.90
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CMS Energy Corporation (CMS) 0.0 $12k NEW 201.00 59.70
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Citrix Systems 0.0 $12k +760% 86.00 139.53
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Ansys (ANSS) 0.0 $12k NEW 38.00 315.79
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Moody's Corporation (MCO) 0.0 $12k 40.00 300.00
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General Electric Company 0.0 $12k +33% 1.9k 6.40
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Bio-Rad Laboratories (BIO) 0.0 $12k NEW 24.00 500.00
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Chipotle Mexican Grill (CMG) 0.0 $12k NEW 10.00 1200.00
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FleetCor Technologies (FLT) 0.0 $12k NEW 50.00 240.00
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Zoetis Inc Cl A (ZTS) 0.0 $12k NEW 75.00 160.00
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Select Sector Spdr Tr Sbi Int-utils Uie (XLU) 0.0 $12k 203.00 59.11
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PNC Financial Services (PNC) 0.0 $12k NEW 108.00 111.11
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Xcel Energy (XEL) 0.0 $12k NEW 177.00 67.80
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Apartment Invt And Mgmt Co -a 0.0 $12k +856% 354.00 33.90
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Cardinal Health (CAH) 0.0 $12k +285% 262.00 45.80
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NRG Energy (NRG) 0.0 $12k NEW 391.00 30.69
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Xerox Corp (XRX) 0.0 $12k NEW 641.00 18.72
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Smiledirectclub (SDCCQ) 0.0 $12k 1.1k 11.36
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Regions Financial Corporation (RF) 0.0 $12k NEW 1.0k 11.57
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Technipfmc (FTI) 0.0 $12k NEW 1.8k 6.58
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Werner Enterprises (WERN) 0.0 $11k 257.00 42.80
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Truist Financial Corp equities (TFC) 0.0 $11k 293.00 37.54
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Live Nation Entertainment (LYV) 0.0 $11k NEW 210.00 52.38
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Goldman Sachs (GS) 0.0 $11k 57.00 192.98
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Host Hotels & Resorts (HST) 0.0 $11k NEW 1.0k 10.64
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Huntington Bancshares Incorporated (HBAN) 0.0 $11k NEW 1.2k 9.03
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Sap (SAP) 0.0 $11k NEW 71.00 154.93
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Cigna Corp (CI) 0.0 $11k -3% 64.00 171.88
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United Parcel Service (UPS) 0.0 $11k 68.00 161.76
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TransDigm Group Incorporated (TDG) 0.0 $11k NEW 24.00 458.33
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Kimco Realty Corporation (KIM) 0.0 $11k NEW 988.00 11.13
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Wynn Resorts (WYNN) 0.0 $11k NEW 147.00 74.83
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Bank of New York Mellon Corporation (BK) 0.0 $11k NEW 332.00 33.13
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Southern Company (SO) 0.0 $10k 188.00 53.19
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Pra Health Sciences 0.0 $10k 94.00 106.38
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Cisco Systems (CSCO) 0.0 $10k -35% 250.00 40.00
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Ameriprise Financial (AMP) 0.0 $10k 68.00 147.06
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Philip Morris International (PM) 0.0 $10k +18% 136.00 73.53
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Snap Inc cl a (SNAP) 0.0 $9.0k +326% 358.00 25.14
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Schwab Strategic Tr Intl Eqty Etf Uie (SCHF) 0.0 $9.0k 275.00 32.73
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Sherwin-Williams Company (SHW) 0.0 $9.0k 13.00 692.31
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3M Company (MMM) 0.0 $9.0k +81% 58.00 155.17
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Centene Corporation (CNC) 0.0 $8.0k 144.00 55.56
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Mondelez Int (MDLZ) 0.0 $8.0k 133.00 60.15
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NVR (NVR) 0.0 $8.0k 2.00 4000.00
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American Electric Power Company (AEP) 0.0 $8.0k 101.00 79.21
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Pioneer Natural Resources (PXD) 0.0 $8.0k 96.00 83.33
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Dupont De Nemours (DD) 0.0 $7.0k 129.00 54.26
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Newmont Mining Corporation (NEM) 0.0 $7.0k 111.00 63.06
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Ciena Corporation (CIEN) 0.0 $7.0k 184.00 38.04
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Comerica Incorporated (CMA) 0.0 $7.0k 174.00 40.23
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SVB Financial (SIVBQ) 0.0 $7.0k 31.00 225.81
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Boeing Company (BA) 0.0 $7.0k +5% 40.00 175.00
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Walgreen Boots Alliance (WBA) 0.0 $7.0k 200.00 35.00
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Northrop Grumman Corporation (NOC) 0.0 $7.0k 21.00 333.33
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J.M. Smucker Company (SJM) 0.0 $7.0k 62.00 112.90
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Gap (GPS) 0.0 $7.0k 382.00 18.32
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Altria (MO) 0.0 $7.0k 173.00 40.46
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Johnson Controls International Plc equity (JCI) 0.0 $7.0k 181.00 38.67
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Fortive (FTV) 0.0 $6.0k 79.00 75.95
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Dover Corporation (DOV) 0.0 $6.0k 58.00 103.45
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Estee Lauder Companies (EL) 0.0 $6.0k -90% 29.00 206.90
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Verisk Analytics (VRSK) 0.0 $6.0k 33.00 181.82
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Ecolab (ECL) 0.0 $6.0k 32.00 187.50
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Kimberly-Clark Corporation (KMB) 0.0 $6.0k 40.00 150.00
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Marathon Oil Corporation (MRO) 0.0 $6.0k 1.5k 4.00
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Best Buy (BBY) 0.0 $6.0k 55.00 109.09
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General Dynamics Corporation (GD) 0.0 $6.0k 45.00 133.33
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ConocoPhillips (COP) 0.0 $5.0k +146% 138.00 36.23
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Regeneron Pharmaceuticals (REGN) 0.0 $5.0k 9.00 555.56
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IDEX Corporation (IEX) 0.0 $5.0k 25.00 200.00
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3D Systems Corporation (DDD) 0.0 $5.0k 1.0k 5.00
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Sempra Energy (SRE) 0.0 $5.0k 41.00 121.95
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Digital Realty Trust (DLR) 0.0 $5.0k 35.00 142.86
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Charles Schwab Corporation (SCHW) 0.0 $5.0k -99% 144.00 34.72
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Exelon Corporation (EXC) 0.0 $5.0k 134.00 37.31
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Oneok (OKE) 0.0 $5.0k 198.00 25.25
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Te Connectivity Ltd for (TEL) 0.0 $4.0k 38.00 105.26
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Eastman Chemical Company (EMN) 0.0 $4.0k 54.00 74.07
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Alexandria Real Estate Equities (ARE) 0.0 $4.0k 22.00 181.82
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Willis Towers Watson (WTW) 0.0 $4.0k 20.00 200.00
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Allstate Corporation (ALL) 0.0 $4.0k 39.00 102.56
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Clorox Company (CLX) 0.0 $4.0k 18.00 222.22
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Maxim Integrated Products 0.0 $4.0k 59.00 67.80
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McKesson Corporation (MCK) 0.0 $4.0k 29.00 137.93
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Public Service Enterprise (PEG) 0.0 $4.0k 73.00 54.79
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Ross Stores (ROST) 0.0 $4.0k 48.00 83.33
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Principal Financial (PFG) 0.0 $4.0k 91.00 43.96
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Lincoln National Corporation (LNC) 0.0 $4.0k -42% 126.00 31.75
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Nucor Corporation (NUE) 0.0 $4.0k 84.00 47.62
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EOG Resources (EOG) 0.0 $4.0k +337% 105.00 38.10
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AmerisourceBergen (COR) 0.0 $3.0k 28.00 107.14
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Celanese Corporation (CE) 0.0 $3.0k 28.00 107.14
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Wabtec Corporation (WAB) 0.0 $3.0k -25% 42.00 71.43
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Ametek (AME) 0.0 $3.0k NEW 31.00 96.77
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DaVita (DVA) 0.0 $3.0k 32.00 93.75
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Spdr Gold Tr Gold Uie (GLD) 0.0 $3.0k NEW 16.00 187.50
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Boston Properties (BXP) 0.0 $3.0k +166% 32.00 93.75
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Norfolk Southern (NSC) 0.0 $3.0k 14.00 214.29
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MarketAxess Holdings (MKTX) 0.0 $3.0k 7.00 428.57
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Electronic Arts (EA) 0.0 $3.0k 26.00 115.38
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Qorvo (QRVO) 0.0 $3.0k 21.00 142.86
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Under Armour Inc Cl C (UA) 0.0 $3.0k 253.00 11.86
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Amcor (AMCR) 0.0 $2.0k 174.00 11.49
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Fox Corporation (FOX) 0.0 $2.0k 62.00 32.26
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Rollins (ROL) 0.0 $2.0k 28.00 71.43
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C.H. Robinson Worldwide (CHRW) 0.0 $2.0k 17.00 117.65
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Leggett & Platt (LEG) 0.0 $2.0k 41.00 48.78
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Caterpillar (CAT) 0.0 $2.0k 12.00 166.67
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Tractor Supply Company (TSCO) 0.0 $2.0k 12.00 166.67
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Whirlpool Corporation (WHR) 0.0 $2.0k 12.00 166.67
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ConAgra Foods (CAG) 0.0 $2.0k 47.00 42.55
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Constellation Brands (STZ) 0.0 $2.0k 12.00 166.67
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Huntington Ingalls Inds (HII) 0.0 $2.0k +9% 12.00 166.67
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Take-Two Interactive Software (TTWO) 0.0 $2.0k 11.00 181.82
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CBOE Holdings (CBOE) 0.0 $2.0k 22.00 90.91
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Yum! Brands (YUM) 0.0 $2.0k +40% 21.00 95.24
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Abiomed 0.0 $2.0k 7.00 285.71
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Atmos Energy Corporation (ATO) 0.0 $2.0k 21.00 95.24
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Raymond James Financial (RJF) 0.0 $2.0k 21.00 95.24
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Cerner Corporation 0.0 $2.0k 25.00 80.00
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Teleflex Incorporated (TFX) 0.0 $2.0k 5.00 400.00
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Ball Corporation (BALL) 0.0 $2.0k 20.00 100.00
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Zebra Technologies (ZBRA) 0.0 $2.0k 6.00 333.33
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Humana (HUM) 0.0 $2.0k 6.00 333.33
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IPG Photonics Corporation (IPGP) 0.0 $2.0k 9.00 222.22
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Keysight Technologies (KEYS) 0.0 $2.0k 18.00 111.11
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Copart (CPRT) 0.0 $2.0k 15.00 133.33
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Target Corporation (TGT) 0.0 $2.0k 15.00 133.33
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Delta Air Lines (DAL) 0.0 $2.0k +122% 69.00 28.99
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News (NWSA) 0.0 $2.0k 115.00 17.39
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News Corp Class B cos (NWS) 0.0 $2.0k 115.00 17.39
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Akamai Technologies (AKAM) 0.0 $2.0k 14.00 142.86
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Amphenol Corporation (APH) 0.0 $2.0k 14.00 142.86
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Western Union Company (WU) 0.0 $2.0k 71.00 28.17
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eBay (EBAY) 0.0 $2.0k 34.00 58.82
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Edison International (EIX) 0.0 $2.0k 44.00 45.45
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BorgWarner (BWA) 0.0 $2.0k 44.00 45.45
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Duke Realty Corporation 0.0 $2.0k 66.00 30.30
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Vaneck Vectors Etf Tr Fallen Angel Hg Uie (ANGL) 0.0 $2.0k 77.00 25.97
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Tapestry (TPR) 0.0 $2.0k 105.00 19.05
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Michael Kors Holdings Ord (CPRI) 0.0 $2.0k 111.00 18.02
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Macy's (M) 0.0 $1.0k 255.00 3.92
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Mylan Nv 0.0 $1.0k 69.00 14.49
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SL Green Realty 0.0 $1.0k +24% 31.00 32.26
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Ford Motor Company (F) 0.0 $1.0k NEW 202.00 4.95
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Kellogg Company (K) 0.0 $1.0k 23.00 43.48
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Hasbro (HAS) 0.0 $1.0k 18.00 55.56
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Mohawk Industries (MHK) 0.0 $1.0k 15.00 66.67
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Globe Life (GL) 0.0 $1.0k 15.00 66.67
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CSX Corporation (CSX) 0.0 $1.0k -52% 19.00 52.63
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Universal Health Services (UHS) 0.0 $1.0k 14.00 71.43
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Regency Centers Corporation (REG) 0.0 $1.0k 28.00 35.71
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Garmin (GRMN) 0.0 $1.0k 14.00 71.43
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Cbre Group Inc Cl A (CBRE) 0.0 $1.0k 28.00 35.71
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Xilinx 0.0 $1.0k 13.00 76.92
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J.B. Hunt Transport Services (JBHT) 0.0 $1.0k 11.00 90.91
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Cme (CME) 0.0 $1.0k NEW 8.00 125.00
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Incyte Corporation (INCY) 0.0 $1.0k 16.00 62.50
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Avery Dennison Corporation (AVY) 0.0 $1.0k 10.00 100.00
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Newell Rubbermaid (NWL) 0.0 $1.0k 80.00 12.50
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Waters Corporation (WAT) 0.0 $1.0k 5.00 200.00
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Henry Schein (HSIC) 0.0 $1.0k 20.00 50.00
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Alliance Data Systems Corporation (BFH) 0.0 $1.0k 32.00 31.25
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Old Dominion Freight Line (ODFL) 0.0 $1.0k 8.00 125.00
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Church & Dwight (CHD) 0.0 $1.0k 16.00 62.50
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F5 Networks (FFIV) 0.0 $1.0k 10.00 100.00
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Jack Henry & Associates (JKHY) 0.0 $1.0k 8.00 125.00
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Kansas City Southern 0.0 $1.0k 8.00 125.00
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Cardiovascular Systems 0.0 $1.0k 20.00 50.00
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Fortinet (FTNT) 0.0 $1.0k 10.00 100.00
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.0k 10.00 100.00
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American Water Works (AWK) 0.0 $999.999900 9.00 111.11
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ResMed (RMD) 0.0 $999.999700 7.00 142.86
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McCormick & Company, Incorporated (MKC) 0.0 $999.999700 7.00 142.86
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Steris Plc Ord equities (STE) 0.0 $999.999700 7.00 142.86
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Devon Energy Corporation (DVN) 0.0 $999.999000 NEW 154.00 6.49
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Las Vegas Sands (LVS) 0.0 $999.999000 NEW 30.00 33.33
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Vornado Realty Trust (VNO) 0.0 $999.999000 +16% 42.00 23.81
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Hormel Foods Corporation (HRL) 0.0 $999.999000 21.00 47.62
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Kraft Heinz (KHC) 0.0 $999.999000 42.00 23.81
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Nortonlifelock (GEN) 0.0 $999.999000 +4% 66.00 15.15
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Aberdeen Std Gold Etf Tr Physcl Gold Uie (SGOL) 0.0 $0 NEW 26.00 0.00
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Phunware Inc W Exp 12/26/202 W Exp 12/26/202 0.0 $0 200.00 0.00
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Aurora Cannabis (ACB) 0.0 $0 35.00 0.00
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Past Filings by Price Wealth

SEC 13F filings are viewable for Price Wealth going back to 2011