Probity Advisors
Latest statistics and disclosures from Probity Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVE, IVW, IEFA, IJS, IJT, and represent 31.74% of Probity Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, IEFA, DFAC, IVE, SPYV, IBDU, IBDV, IBDS, IBDT, SPDW.
- Started 22 new stock positions in TWLO, VO, D, VXUS, ICSH, IWD, EBAY, DHR, DFAX, ILMN. TFLO, SGOV, ADSK, VV, ACN, ECL, BNTX, TBLL, EIX, DFAC, UBER, WELL.
- Reduced shares in these 10 stocks: IJS, SLQD, FLOT, SHYG, EMB, PCY, SHY, LQD, IGSB, LLY.
- Sold out of its positions in BIIB, HON.
- Probity Advisors was a net buyer of stock by $15M.
- Probity Advisors has $522M in assets under management (AUM), dropping by 8.19%.
- Central Index Key (CIK): 0001676603
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Portfolio Holdings for Probity Advisors
Probity Advisors holds 227 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.9 | $52M | 263k | 197.17 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 9.2 | $48M | 504k | 95.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.7 | $30M | +4% | 382k | 78.05 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 4.2 | $22M | -8% | 202k | 107.66 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 2.7 | $14M | 102k | 139.49 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.4 | $12M | +4% | 153k | 80.30 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.2 | $12M | +8% | 220k | 52.86 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.1 | $11M | +7% | 288k | 37.56 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.1 | $11M | +6% | 130k | 82.94 |
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| Ishares Core Msci Emkt (IEMG) | 2.0 | $10M | 179k | 57.41 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.9 | $9.8M | -11% | 193k | 51.04 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.8 | $9.3M | -8% | 100k | 93.58 |
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| Microsoft Corporation (MSFT) | 1.7 | $8.7M | -2% | 20k | 430.30 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.4 | $7.2M | +12% | 281k | 25.53 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.3 | $6.9M | +13% | 285k | 24.37 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.2 | $6.5M | +14% | 291k | 22.17 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.2 | $6.4M | +15% | 274k | 23.51 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 1.2 | $6.2M | +13% | 307k | 20.05 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.2 | $6.1M | +13% | 277k | 22.11 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.2 | $6.1M | +14% | 272k | 22.51 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.2 | $6.1M | +14% | 269k | 22.64 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.1 | $5.6M | -3% | 65k | 86.82 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $5.4M | 130k | 41.28 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.7 | $3.8M | +3% | 40k | 93.11 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $3.8M | -2% | 9.8k | 383.94 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $3.6M | 13k | 267.36 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.7 | $3.4M | -32% | 68k | 50.43 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $3.4M | 48k | 70.83 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $3.3M | +6% | 138k | 24.30 |
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| Broadcom (AVGO) | 0.6 | $3.3M | +892% | 19k | 172.50 |
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| Microchip Technology (MCHP) | 0.6 | $3.3M | 41k | 80.29 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.2M | -8% | 3.7k | 885.94 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.6 | $3.2M | +6% | 126k | 25.10 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.6 | $3.1M | +7% | 123k | 25.21 |
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| Lam Research Corporation (LRCX) | 0.6 | $3.1M | 3.8k | 815.98 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.6 | $3.0M | +10% | 130k | 23.07 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.6 | $3.0M | +9% | 127k | 23.42 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.6 | $3.0M | +9% | 124k | 24.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.8M | 34k | 83.63 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.5 | $2.8M | -20% | 129k | 21.50 |
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| Abbvie (ABBV) | 0.5 | $2.7M | -2% | 14k | 197.48 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $2.7M | 13k | 206.56 |
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| Arista Networks (ANET) | 0.5 | $2.7M | 7.0k | 383.82 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.5 | $2.6M | +13% | 99k | 26.40 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.5 | $2.6M | +13% | 101k | 25.71 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.5 | $2.6M | +13% | 123k | 21.22 |
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| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.5 | $2.6M | +13% | 109k | 23.48 |
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| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.5 | $2.6M | +13% | 102k | 25.11 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.5 | $2.5M | +13% | 122k | 20.82 |
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| Goldman Sachs (GS) | 0.5 | $2.4M | 4.9k | 495.12 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $2.4M | -34% | 56k | 43.42 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $2.4M | -4% | 35k | 67.70 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.3M | 13k | 174.57 |
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| Starbucks Corporation (SBUX) | 0.4 | $2.2M | 23k | 97.49 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $2.2M | 3.8k | 584.56 |
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| Amazon (AMZN) | 0.4 | $2.0M | -2% | 11k | 186.33 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.9M | -3% | 9.7k | 200.79 |
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| Bank of America Corporation (BAC) | 0.4 | $1.9M | +2% | 48k | 39.68 |
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| Merck & Co (MRK) | 0.4 | $1.8M | 16k | 113.56 |
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| Cisco Systems (CSCO) | 0.3 | $1.8M | +2% | 34k | 53.22 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.7M | 11k | 162.06 |
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| Apple (AAPL) | 0.3 | $1.7M | -2% | 7.4k | 233.00 |
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| Caterpillar (CAT) | 0.3 | $1.6M | -6% | 4.2k | 391.13 |
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| Deere & Company (DE) | 0.3 | $1.5M | -3% | 3.6k | 417.33 |
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| Public Service Enterprise (PEG) | 0.3 | $1.5M | 16k | 89.21 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $1.4M | -28% | 17k | 83.15 |
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| United Rentals (URI) | 0.3 | $1.4M | 1.7k | 809.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | +2% | 8.0k | 167.19 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $1.3M | NEW | 39k | 34.29 |
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| American Electric Power Company (AEP) | 0.3 | $1.3M | 13k | 102.60 |
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| McDonald's Corporation (MCD) | 0.3 | $1.3M | -4% | 4.4k | 304.51 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.3M | -2% | 16k | 80.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.3M | +9% | 5.5k | 237.19 |
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| Target Corporation (TGT) | 0.2 | $1.3M | 8.4k | 155.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | +3% | 7.7k | 165.85 |
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| Gilead Sciences (GILD) | 0.2 | $1.3M | +10% | 15k | 83.84 |
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| Us Bancorp Del Com New (USB) | 0.2 | $1.3M | +2% | 28k | 45.73 |
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| Bok Finl Corp Com New (BOKF) | 0.2 | $1.2M | 12k | 104.62 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $1.2M | +16% | 19k | 63.26 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.2M | +12% | 8.9k | 136.34 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.2M | -6% | 11k | 106.19 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $1.2M | -19% | 39k | 30.28 |
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| Pfizer (PFE) | 0.2 | $1.2M | +8% | 41k | 28.94 |
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| Home Depot (HD) | 0.2 | $1.2M | 2.9k | 405.22 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $1.2M | +21% | 13k | 90.20 |
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| Norfolk Southern (NSC) | 0.2 | $1.1M | -5% | 4.6k | 248.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.1M | -12% | 9.7k | 116.96 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $1.1M | 10k | 110.63 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.1M | 6.7k | 164.08 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $1.1M | 32k | 34.13 |
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| Nutrien (NTR) | 0.2 | $1.1M | +7% | 22k | 48.06 |
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| RPM International (RPM) | 0.2 | $1.1M | 8.8k | 121.00 |
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| Smucker J M Com New (SJM) | 0.2 | $1.1M | 8.8k | 121.10 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | -6% | 5.0k | 210.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.0M | +3% | 20k | 52.81 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | 8.9k | 117.22 |
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| ConocoPhillips (COP) | 0.2 | $963k | +4% | 9.1k | 105.28 |
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| Servicenow (NOW) | 0.2 | $958k | 1.1k | 894.39 |
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| General Mills (GIS) | 0.2 | $950k | 13k | 73.85 |
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| At&t (T) | 0.2 | $914k | 42k | 22.00 |
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| Paypal Holdings (PYPL) | 0.2 | $900k | +5% | 12k | 78.03 |
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| Verizon Communications (VZ) | 0.2 | $878k | -15% | 20k | 44.91 |
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| Kellogg Company (K) | 0.2 | $877k | -2% | 11k | 80.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $873k | -2% | 1.9k | 460.26 |
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| salesforce (CRM) | 0.2 | $866k | +6% | 3.2k | 273.71 |
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| Philip Morris International (PM) | 0.2 | $862k | -2% | 7.1k | 121.40 |
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| Procter & Gamble Company (PG) | 0.2 | $858k | 5.0k | 173.20 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $834k | 11k | 79.42 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $832k | +18% | 8.5k | 97.79 |
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| Sanofi Sponsored Adr (SNY) | 0.2 | $831k | +4% | 14k | 57.63 |
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| DTE Energy Company (DTE) | 0.2 | $818k | 6.4k | 128.41 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $815k | 13k | 63.00 |
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| Digital Realty Trust (DLR) | 0.2 | $786k | 4.9k | 161.82 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $770k | -19% | 23k | 33.71 |
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| Kraft Heinz (KHC) | 0.1 | $762k | 22k | 35.11 |
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| Nike CL B (NKE) | 0.1 | $723k | -6% | 8.2k | 88.40 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $715k | +9% | 1.4k | 517.78 |
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| Medtronic SHS (MDT) | 0.1 | $712k | +9% | 7.9k | 90.03 |
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| Applied Materials (AMAT) | 0.1 | $686k | -3% | 3.4k | 202.06 |
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| Genuine Parts Company (GPC) | 0.1 | $680k | 4.9k | 139.69 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $679k | +19% | 11k | 62.69 |
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| BlackRock (BLK) | 0.1 | $677k | 713.00 | 949.60 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $653k | -9% | 28k | 23.77 |
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| Centene Corporation (CNC) | 0.1 | $650k | -2% | 8.6k | 75.28 |
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| Walt Disney Company (DIS) | 0.1 | $646k | +19% | 6.7k | 96.19 |
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| Union Pacific Corporation (UNP) | 0.1 | $641k | +2% | 2.6k | 246.48 |
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| Phillips 66 (PSX) | 0.1 | $629k | +2% | 4.8k | 131.45 |
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| Bce Com New (BCE) | 0.1 | $626k | +6% | 18k | 34.80 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $623k | 1.1k | 573.76 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $616k | +9% | 43k | 14.22 |
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| Meta Platforms Cl A (META) | 0.1 | $614k | -6% | 1.1k | 572.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $607k | 1.6k | 375.38 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $576k | 7.7k | 74.46 |
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| FedEx Corporation (FDX) | 0.1 | $571k | 2.1k | 273.64 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $568k | -12% | 4.9k | 115.30 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $567k | -4% | 7.7k | 73.67 |
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| Analog Devices (ADI) | 0.1 | $565k | -3% | 2.5k | 230.17 |
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| Southern Company (SO) | 0.1 | $559k | -6% | 6.2k | 90.18 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $558k | -14% | 9.3k | 59.74 |
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| Oracle Corporation (ORCL) | 0.1 | $557k | 3.3k | 170.40 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $553k | -2% | 7.7k | 72.12 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $539k | -6% | 15k | 37.20 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $531k | NEW | 5.3k | 100.72 |
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| Regency Centers Corporation (REG) | 0.1 | $525k | 7.3k | 72.23 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $522k | -2% | 5.9k | 88.59 |
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| Corteva (CTVA) | 0.1 | $521k | 8.9k | 58.79 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $519k | 6.7k | 77.18 |
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| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.1 | $497k | NEW | 4.7k | 105.66 |
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| Tyler Technologies (TYL) | 0.1 | $496k | -3% | 850.00 | 583.72 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $495k | NEW | 9.8k | 50.74 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $493k | NEW | 9.8k | 50.60 |
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| Booking Holdings (BKNG) | 0.1 | $493k | 117.00 | 4212.12 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $493k | -2% | 4.4k | 111.86 |
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| Visa Com Cl A (V) | 0.1 | $490k | 1.8k | 274.95 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $485k | -43% | 4.3k | 112.98 |
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| Kinder Morgan (KMI) | 0.1 | $481k | 22k | 22.09 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $477k | 10k | 47.85 |
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| Crown Castle Intl (CCI) | 0.1 | $475k | +10% | 4.0k | 118.63 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $465k | NEW | 17k | 27.01 |
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| American Tower Reit (AMT) | 0.1 | $465k | 2.0k | 232.56 |
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| Chevron Corporation (CVX) | 0.1 | $465k | -2% | 3.2k | 147.27 |
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| Pepsi (PEP) | 0.1 | $454k | -2% | 2.7k | 170.04 |
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| Zoetis Cl A (ZTS) | 0.1 | $452k | 2.3k | 195.39 |
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| ConAgra Foods (CAG) | 0.1 | $450k | +9% | 14k | 32.52 |
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| Allete Com New (ALE) | 0.1 | $447k | 7.0k | 64.19 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $436k | -42% | 8.3k | 52.66 |
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| AvalonBay Communities (AVB) | 0.1 | $436k | 1.9k | 225.25 |
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| Sl Green Realty Corp (SLG) | 0.1 | $435k | -2% | 6.3k | 69.61 |
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| Eaton Corp SHS (ETN) | 0.1 | $430k | 1.3k | 331.44 |
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| Shell Spon Ads (SHEL) | 0.1 | $423k | +3% | 6.4k | 65.95 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $412k | -2% | 11k | 36.58 |
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| Intel Corporation (INTC) | 0.1 | $404k | -21% | 17k | 23.46 |
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| Abbott Laboratories (ABT) | 0.1 | $401k | -2% | 3.5k | 114.01 |
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| Snap-on Incorporated (SNA) | 0.1 | $396k | 1.4k | 289.71 |
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| International Paper Company (IP) | 0.1 | $392k | 8.0k | 48.85 |
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| GSK Sponsored Adr (GSK) | 0.1 | $389k | 9.5k | 40.88 |
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| Unilever Spon Adr New (UL) | 0.1 | $388k | 6.0k | 64.96 |
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| Kla Corp Com New (KLAC) | 0.1 | $387k | 500.00 | 774.41 |
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| Qualcomm (QCOM) | 0.1 | $387k | 2.3k | 170.05 |
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| 3M Company (MMM) | 0.1 | $382k | 2.8k | 136.70 |
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| Zimmer Holdings (ZBH) | 0.1 | $372k | 3.4k | 107.95 |
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| C3 Ai Cl A (AI) | 0.1 | $368k | +9% | 15k | 24.23 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $354k | 613.00 | 576.82 |
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| Hasbro (HAS) | 0.1 | $347k | 4.8k | 72.32 |
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| UnitedHealth (UNH) | 0.1 | $342k | 584.00 | 584.68 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $335k | 3.6k | 91.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $329k | NEW | 1.2k | 263.91 |
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| AGCO Corporation (AGCO) | 0.1 | $329k | -15% | 3.4k | 97.87 |
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| Moderna (MRNA) | 0.1 | $324k | +15% | 4.8k | 66.83 |
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| Diageo Spon Adr New (DEO) | 0.1 | $324k | -13% | 2.3k | 140.34 |
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| Albemarle Corporation (ALB) | 0.1 | $308k | -29% | 3.2k | 94.72 |
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| Becton, Dickinson and (BDX) | 0.1 | $306k | +7% | 1.3k | 241.10 |
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| Tyson Foods Cl A (TSN) | 0.1 | $306k | -3% | 5.1k | 59.56 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $302k | -2% | 1.7k | 173.67 |
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| Standard Motor Products (SMP) | 0.1 | $301k | +11% | 9.1k | 33.20 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $298k | NEW | 1.1k | 263.39 |
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| Peak (DOC) | 0.1 | $296k | -3% | 13k | 22.87 |
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| Ford Motor Company (F) | 0.1 | $294k | +3% | 28k | 10.56 |
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| American Express Company (AXP) | 0.1 | $286k | 1.1k | 271.20 |
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| Capital One Financial (COF) | 0.1 | $284k | -2% | 1.9k | 149.73 |
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| Flex Ord (FLEX) | 0.1 | $280k | -2% | 8.4k | 33.43 |
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| Boston Properties (BXP) | 0.1 | $278k | 3.5k | 80.46 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $273k | +11% | 517.00 | 528.07 |
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| Evergy (EVRG) | 0.1 | $266k | +5% | 4.3k | 62.01 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $263k | 4.2k | 62.06 |
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| Valero Energy Corporation (VLO) | 0.0 | $249k | 1.8k | 135.03 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $245k | 843.00 | 290.93 |
|
|
| Illumina (ILMN) | 0.0 | $239k | NEW | 1.8k | 130.41 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $238k | NEW | 1.9k | 128.03 |
|
| Twilio Cl A (TWLO) | 0.0 | $234k | NEW | 3.6k | 65.22 |
|
| Uber Technologies (UBER) | 0.0 | $233k | NEW | 3.1k | 75.16 |
|
| Autodesk (ADSK) | 0.0 | $226k | NEW | 819.00 | 275.48 |
|
| eBay (EBAY) | 0.0 | $223k | NEW | 3.4k | 65.11 |
|
| Danaher Corporation (DHR) | 0.0 | $221k | NEW | 796.00 | 278.02 |
|
| Edison International (EIX) | 0.0 | $220k | NEW | 2.5k | 87.09 |
|
| Mosaic (MOS) | 0.0 | $219k | 8.2k | 26.78 |
|
|
| Dominion Resources (D) | 0.0 | $218k | NEW | 3.8k | 57.79 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $216k | NEW | 1.8k | 118.77 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $213k | NEW | 1.1k | 189.80 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $212k | NEW | 3.3k | 64.74 |
|
| Pinterest Cl A (PINS) | 0.0 | $211k | +35% | 6.5k | 32.37 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $208k | NEW | 589.00 | 353.48 |
|
| Ecolab (ECL) | 0.0 | $207k | NEW | 810.00 | 255.33 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $206k | 13k | 16.05 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $205k | +6% | 12k | 17.52 |
|
| Sofi Technologies (SOFI) | 0.0 | $193k | 25k | 7.86 |
|
|
| Health Catalyst (HCAT) | 0.0 | $188k | +13% | 23k | 8.14 |
|
Past Filings by Probity Advisors
SEC 13F filings are viewable for Probity Advisors going back to 2016
- Probity Advisors 2024 Q3 filed Oct. 16, 2024
- Probity Advisors 2024 Q2 filed Aug. 14, 2024
- Probity Advisors 2024 Q1 filed May 3, 2024
- Probity Advisors 2023 Q4 filed Feb. 12, 2024
- Probity Advisors 2023 Q3 filed Nov. 14, 2023
- Probity Advisors 2023 Q2 filed Aug. 10, 2023
- Probity Advisors 2022 Q4 filed Feb. 15, 2023
- Probity Advisors 2022 Q3 filed Nov. 14, 2022
- Probity Advisors 2022 Q2 filed Aug. 12, 2022
- Probity Advisors 2022 Q1 filed May 10, 2022
- Probity Advisors 2021 Q4 filed Feb. 10, 2022
- Probity Advisors 2021 Q3 filed Oct. 8, 2021
- Probity Advisors 2021 Q2 filed Aug. 6, 2021
- Probity Advisors 2021 Q1 filed April 28, 2021
- Probity Advisors 2020 Q3 filed Nov. 9, 2020
- Probity Advisors 2020 Q2 filed Aug. 3, 2020