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 31.68% of Probity Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA, IBDZ, Arista Networks, LRCX, IBDU, IBDV, IBDT, IBTK, IBTJ, IBTI.
- Started 16 new stock positions in IBDZ, ASML, HON, Arista Networks, ELAN, IBTP, PHR, BLK, NVDA, DG. LRCX, MA, RTX, FROG, EW, KMB.
- Reduced shares in these 10 stocks: Ishares Tr ibnd dec24 etf, Lam Research Corporation, Ishares Ibonds Dec 2024 Term T, IJS, ANET, SLQD, FLOT, SHYG, , SLYV.
- Sold out of its positions in ANET, BlackRock, EBAY, ECL, INTC, LQD, IGSB, Ishares Tr ibnd dec24 etf, Ishares Ibonds Dec 2024 Term T, Lam Research Corporation. SPSB, VXUS.
- Probity Advisors was a net buyer of stock by $8.3M.
- Probity Advisors has $520M in assets under management (AUM), dropping by -0.51%.
- Central Index Key (CIK): 0001676603
Tip: Access up to 7 years of quarterly data
Positions held by Probity Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Probity Advisors
Probity Advisors holds 231 positions in its portfolio as reported in the December 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 | $51M | +2% | 269k | 190.88 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 9.8 | $51M | 500k | 101.53 |
|
|
Ishares Tr Core Msci Eafe (IEFA) | 5.8 | $30M | +11% | 427k | 70.28 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 3.7 | $19M | -13% | 175k | 108.61 |
|
Ishares Tr S&P SML 600 GWT (IJT) | 2.6 | $14M | -2% | 100k | 135.37 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.5 | $13M | +9% | 168k | 78.65 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.2 | $12M | +3% | 227k | 51.14 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.2 | $11M | 128k | 87.90 |
|
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.0 | $11M | +7% | 308k | 34.13 |
|
Ishares Core Msci Emkt (IEMG) | 1.8 | $9.3M | 178k | 52.22 |
|
|
Microsoft Corporation (MSFT) | 1.7 | $8.7M | +2% | 21k | 421.50 |
|
Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $8.7M | +24% | 351k | 24.90 |
|
Ishares Tr Ibonds Dec 29 (IBDU) | 1.6 | $8.4M | +34% | 367k | 22.80 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 1.6 | $8.2M | -7% | 92k | 89.04 |
|
Ishares Tr Ibonds Dec 2030 (IBDV) | 1.6 | $8.1M | +29% | 377k | 21.36 |
|
Ishares Tr Ibonds 27 Etf (IBDS) | 1.5 | $8.0M | +17% | 334k | 23.96 |
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.5 | $7.8M | -20% | 153k | 50.88 |
|
Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.5 | $7.6M | +26% | 345k | 21.90 |
|
Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.4 | $7.5M | +27% | 352k | 21.33 |
|
Ishares Tr Ibond Dec 2030 (IBTK) | 1.4 | $7.5M | +27% | 391k | 19.19 |
|
Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.4 | $7.1M | +18% | 319k | 22.20 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.9 | $4.7M | -4% | 124k | 38.37 |
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.9 | $4.6M | -18% | 53k | 87.25 |
|
Broadcom (AVGO) | 0.8 | $4.2M | -5% | 18k | 231.84 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.7 | $3.9M | -3% | 9.4k | 410.45 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $3.7M | 13k | 280.05 |
|
|
Ishares Tr Ibonds Dec 2031 (IBDW) | 0.7 | $3.7M | +47% | 181k | 20.35 |
|
Ishares Tr Ibonds Dec 2031 (IBTL) | 0.7 | $3.6M | +50% | 184k | 19.80 |
|
Ishares Tr Ibonds Dec2026 (IBDR) | 0.7 | $3.5M | +6% | 147k | 24.07 |
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.7 | $3.5M | -4% | 39k | 90.35 |
|
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.7 | $3.4M | +8% | 136k | 25.05 |
|
Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.6 | $3.4M | +13% | 144k | 23.32 |
|
Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.6 | $3.4M | +13% | 147k | 22.81 |
|
Ishares Tr Core Msci Intl (IDEV) | 0.6 | $3.3M | +8% | 52k | 64.47 |
|
Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.6 | $3.1M | NEW | 121k | 25.45 |
|
Ishares Tr Ibonds Dec 2032 (IBDX) | 0.6 | $3.0M | +21% | 123k | 24.58 |
|
Ishares Tr Ibonds Dec 2033 (IBDY) | 0.6 | $3.0M | +21% | 120k | 25.10 |
|
Ishares Tr Ibonds Dec 2032 (IBTM) | 0.6 | $3.0M | +23% | 134k | 22.20 |
|
Ishares Tr Ibonds Dec 2033 (IBTO) | 0.6 | $3.0M | +23% | 126k | 23.63 |
|
Arista Networks Com Shs | 0.5 | $2.7M | NEW | 24k | 110.53 |
|
Eli Lilly & Co. (LLY) | 0.5 | $2.7M | -5% | 3.4k | 772.00 |
|
Goldman Sachs (GS) | 0.5 | $2.6M | -7% | 4.6k | 572.64 |
|
Lam Research Corp Com New (LRCX) | 0.5 | $2.6M | NEW | 36k | 72.23 |
|
Amazon (AMZN) | 0.5 | $2.6M | +7% | 12k | 219.39 |
|
Texas Instruments Incorporated (TXN) | 0.5 | $2.6M | +3% | 14k | 187.50 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.6M | 34k | 75.61 |
|
|
Abbvie (ABBV) | 0.5 | $2.4M | -2% | 14k | 177.70 |
|
Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.3M | +3% | 13k | 169.30 |
|
Apple (AAPL) | 0.4 | $2.1M | +12% | 8.4k | 250.42 |
|
Bank of America Corporation (BAC) | 0.4 | $2.1M | 48k | 43.95 |
|
|
Starbucks Corporation (SBUX) | 0.4 | $2.1M | 23k | 91.25 |
|
|
Microchip Technology (MCHP) | 0.4 | $2.0M | -12% | 36k | 57.35 |
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $2.0M | -5% | 33k | 60.75 |
|
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.4 | $1.9M | -24% | 98k | 19.82 |
|
Cisco Systems (CSCO) | 0.4 | $1.9M | -4% | 33k | 59.20 |
|
Lockheed Martin Corporation (LMT) | 0.3 | $1.7M | -6% | 3.5k | 485.94 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.7M | -10% | 8.6k | 198.19 |
|
Merck & Co (MRK) | 0.3 | $1.7M | +4% | 17k | 99.48 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.7M | +13% | 8.8k | 189.30 |
|
Johnson & Johnson (JNJ) | 0.3 | $1.5M | -2% | 10k | 144.62 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | 7.9k | 190.44 |
|
|
Us Bancorp Del Com New (USB) | 0.3 | $1.5M | +13% | 31k | 47.83 |
|
United Parcel Service CL B (UPS) | 0.3 | $1.5M | +32% | 12k | 126.10 |
|
Wal-Mart Stores (WMT) | 0.3 | $1.5M | 16k | 90.35 |
|
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $1.3M | 39k | 34.59 |
|
|
Gilead Sciences (GILD) | 0.3 | $1.3M | -4% | 15k | 92.37 |
|
Caterpillar (CAT) | 0.3 | $1.3M | -11% | 3.7k | 362.77 |
|
Deere & Company (DE) | 0.3 | $1.3M | -13% | 3.1k | 423.70 |
|
JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | +8% | 5.4k | 239.71 |
|
American Electric Power Company (AEP) | 0.2 | $1.3M | +8% | 14k | 92.23 |
|
Public Service Enterprise (PEG) | 0.2 | $1.3M | -7% | 15k | 84.49 |
|
McDonald's Corporation (MCD) | 0.2 | $1.3M | 4.4k | 289.89 |
|
|
Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.2 | $1.2M | -63% | 25k | 49.74 |
|
Bank Of Montreal Cadcom (BMO) | 0.2 | $1.2M | 13k | 97.05 |
|
|
United Rentals (URI) | 0.2 | $1.2M | +3% | 1.7k | 704.44 |
|
Bok Finl Corp Com New (BOKF) | 0.2 | $1.2M | -3% | 11k | 106.45 |
|
Target Corporation (TGT) | 0.2 | $1.2M | +4% | 8.7k | 135.18 |
|
Toronto Dominion Bk Ont Com New (TD) | 0.2 | $1.2M | +14% | 22k | 53.24 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | -12% | 4.8k | 240.26 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.2M | -14% | 14k | 81.98 |
|
Nutrien (NTR) | 0.2 | $1.2M | +16% | 26k | 44.75 |
|
Home Depot (HD) | 0.2 | $1.1M | 2.9k | 389.01 |
|
|
salesforce (CRM) | 0.2 | $1.1M | +2% | 3.2k | 334.33 |
|
Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +12% | 9.9k | 107.57 |
|
Pfizer (PFE) | 0.2 | $1.1M | 40k | 26.53 |
|
|
Servicenow (NOW) | 0.2 | $1.0M | -8% | 980.00 | 1060.12 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.0M | -9% | 8.8k | 115.22 |
|
Smucker J M Com New (SJM) | 0.2 | $1.0M | +4% | 9.1k | 110.12 |
|
RPM International (RPM) | 0.2 | $1.0M | -7% | 8.2k | 123.06 |
|
Norfolk Southern (NSC) | 0.2 | $1.0M | -7% | 4.3k | 234.70 |
|
Palantir Technologies Cl A (PLTR) | 0.2 | $971k | -11% | 13k | 75.63 |
|
Paypal Holdings (PYPL) | 0.2 | $964k | -2% | 11k | 85.35 |
|
ConocoPhillips (COP) | 0.2 | $951k | +4% | 9.6k | 99.17 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $948k | 20k | 47.82 |
|
|
Advanced Micro Devices (AMD) | 0.2 | $933k | +14% | 7.7k | 120.79 |
|
Nike CL B (NKE) | 0.2 | $925k | +49% | 12k | 75.67 |
|
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $917k | -7% | 30k | 30.98 |
|
At&t (T) | 0.2 | $894k | -5% | 39k | 22.77 |
|
General Mills (GIS) | 0.2 | $893k | +8% | 14k | 63.77 |
|
Ishares Tr Short Treas Bd (SHV) | 0.2 | $889k | -21% | 8.1k | 110.11 |
|
Procter & Gamble Company (PG) | 0.2 | $861k | +3% | 5.1k | 167.65 |
|
Sanofi Sponsored Adr (SNY) | 0.2 | $842k | +21% | 18k | 48.23 |
|
Digital Realty Trust (DLR) | 0.2 | $838k | -2% | 4.7k | 177.31 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $825k | -4% | 1.8k | 453.28 |
|
Adobe Systems Incorporated (ADBE) | 0.2 | $812k | +32% | 1.8k | 444.68 |
|
Meta Platforms Cl A (META) | 0.2 | $805k | +28% | 1.4k | 585.60 |
|
DTE Energy Company (DTE) | 0.2 | $795k | +3% | 6.6k | 120.75 |
|
Philip Morris International (PM) | 0.2 | $785k | -8% | 6.5k | 120.35 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $780k | +47% | 7.8k | 100.32 |
|
Blackrock (BLK) | 0.1 | $775k | NEW | 756.00 | 1025.20 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $741k | 13k | 57.41 |
|
|
Applied Materials (AMAT) | 0.1 | $719k | +30% | 4.4k | 162.63 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $710k | -12% | 7.4k | 95.47 |
|
Medtronic SHS (MDT) | 0.1 | $696k | +10% | 8.7k | 79.88 |
|
Kellogg Company (K) | 0.1 | $683k | -22% | 8.4k | 80.97 |
|
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $680k | -42% | 6.4k | 105.48 |
|
Walt Disney Company (DIS) | 0.1 | $651k | -13% | 5.8k | 111.35 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $649k | 1.6k | 401.58 |
|
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $639k | -73% | 15k | 42.61 |
|
Kraft Heinz (KHC) | 0.1 | $628k | -5% | 20k | 30.71 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $623k | -6% | 10k | 61.34 |
|
Oracle Corporation (ORCL) | 0.1 | $621k | +14% | 3.7k | 166.64 |
|
Archer Daniels Midland Company (ADM) | 0.1 | $603k | +27% | 12k | 50.52 |
|
Union Pacific Corporation (UNP) | 0.1 | $596k | 2.6k | 228.04 |
|
|
Sk Telecom Sponsored Adr (SKM) | 0.1 | $578k | 28k | 21.04 |
|
|
C3 Ai Cl A (AI) | 0.1 | $575k | +9% | 17k | 34.43 |
|
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $573k | 43k | 13.24 |
|
|
FedEx Corporation (FDX) | 0.1 | $571k | -2% | 2.0k | 281.29 |
|
Kinder Morgan (KMI) | 0.1 | $566k | -5% | 21k | 27.40 |
|
Phillips 66 (PSX) | 0.1 | $561k | +2% | 4.9k | 113.93 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $561k | +5% | 5.2k | 107.74 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $553k | -12% | 944.00 | 586.08 |
|
Equity Residential Sh Ben Int (EQR) | 0.1 | $543k | -2% | 7.6k | 71.76 |
|
Genuine Parts Company (GPC) | 0.1 | $537k | -5% | 4.6k | 116.77 |
|
Booking Holdings (BKNG) | 0.1 | $532k | -8% | 107.00 | 4968.42 |
|
Cullen/Frost Bankers (CFR) | 0.1 | $518k | -12% | 3.9k | 134.25 |
|
Visa Com Cl A (V) | 0.1 | $516k | -8% | 1.6k | 316.04 |
|
Regency Centers Corporation (REG) | 0.1 | $515k | -4% | 7.0k | 73.93 |
|
Pinnacle West Capital Corporation (PNW) | 0.1 | $513k | +2% | 6.1k | 84.77 |
|
GSK Sponsored Adr (GSK) | 0.1 | $511k | +58% | 15k | 33.82 |
|
Analog Devices (ADI) | 0.1 | $505k | -3% | 2.4k | 212.46 |
|
Southern Company (SO) | 0.1 | $502k | 6.1k | 82.32 |
|
|
Corteva (CTVA) | 0.1 | $499k | 8.8k | 56.96 |
|
|
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.1 | $496k | 4.7k | 105.60 |
|
|
Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $492k | 9.8k | 50.47 |
|
|
Ishares Tr Ultra Short-term (ICSH) | 0.1 | $492k | 9.8k | 50.43 |
|
|
Verizon Communications (VZ) | 0.1 | $491k | -37% | 12k | 39.99 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $484k | -40% | 6.2k | 78.00 |
|
Tyler Technologies (TYL) | 0.1 | $478k | -2% | 828.00 | 576.64 |
|
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $474k | -5% | 7.3k | 65.18 |
|
Chevron Corporation (CVX) | 0.1 | $472k | +3% | 3.3k | 144.84 |
|
Shell Spon Ads (SHEL) | 0.1 | $466k | +16% | 7.4k | 62.65 |
|
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $461k | -10% | 6.0k | 76.90 |
|
Centene Corporation (CNC) | 0.1 | $448k | -14% | 7.4k | 60.58 |
|
Moderna (MRNA) | 0.1 | $447k | +121% | 11k | 41.58 |
|
Snap-on Incorporated (SNA) | 0.1 | $444k | -4% | 1.3k | 339.48 |
|
AvalonBay Communities (AVB) | 0.1 | $444k | +4% | 2.0k | 219.97 |
|
Allete Com New (ALE) | 0.1 | $441k | -2% | 6.8k | 64.80 |
|
ConAgra Foods (CAG) | 0.1 | $441k | +15% | 16k | 27.75 |
|
UnitedHealth (UNH) | 0.1 | $429k | +45% | 848.00 | 505.86 |
|
Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $428k | 17k | 24.86 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $420k | -4% | 9.5k | 44.04 |
|
Sl Green Realty Corp (SLG) | 0.1 | $419k | 6.2k | 67.92 |
|
|
Crown Castle Intl (CCI) | 0.1 | $414k | +13% | 4.6k | 90.76 |
|
Eaton Corp SHS (ETN) | 0.1 | $410k | -4% | 1.2k | 331.87 |
|
Uber Technologies (UBER) | 0.1 | $409k | +118% | 6.8k | 60.32 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $404k | +17% | 2.0k | 197.49 |
|
British Amern Tob Sponsored Adr (BTI) | 0.1 | $403k | 11k | 36.32 |
|
|
Pepsi (PEP) | 0.1 | $402k | 2.6k | 152.05 |
|
|
American Tower Reit (AMT) | 0.1 | $383k | +4% | 2.1k | 183.41 |
|
Twilio Cl A (TWLO) | 0.1 | $382k | 3.5k | 108.08 |
|
|
Abbott Laboratories (ABT) | 0.1 | $366k | -8% | 3.2k | 113.11 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $365k | -20% | 6.1k | 59.73 |
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $361k | -51% | 11k | 32.76 |
|
Sofi Technologies (SOFI) | 0.1 | $353k | -6% | 23k | 15.40 |
|
Becton, Dickinson and (BDX) | 0.1 | $353k | +22% | 1.6k | 226.87 |
|
Pinterest Cl A (PINS) | 0.1 | $352k | +86% | 12k | 29.00 |
|
Bce Com New (BCE) | 0.1 | $349k | -16% | 15k | 23.18 |
|
International Paper Company (IP) | 0.1 | $345k | -20% | 6.4k | 53.82 |
|
Boston Properties (BXP) | 0.1 | $339k | +31% | 4.6k | 74.36 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $339k | -6% | 575.00 | 588.68 |
|
Ishares Tr Ibonds Dec 2034 (IBTP) | 0.1 | $338k | NEW | 14k | 24.82 |
|
Zimmer Holdings (ZBH) | 0.1 | $338k | -7% | 3.2k | 105.63 |
|
Unilever Spon Adr New (UL) | 0.1 | $335k | 5.9k | 56.70 |
|
|
3M Company (MMM) | 0.1 | $331k | -8% | 2.6k | 129.09 |
|
Standard Motor Products (SMP) | 0.1 | $331k | +17% | 11k | 30.98 |
|
Capital One Financial (COF) | 0.1 | $327k | -3% | 1.8k | 178.32 |
|
Ford Motor Company (F) | 0.1 | $327k | +18% | 33k | 9.90 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $322k | -2% | 3.5k | 90.93 |
|
Qualcomm (QCOM) | 0.1 | $321k | -8% | 2.1k | 153.62 |
|
Flex Ord (FLEX) | 0.1 | $320k | 8.3k | 38.39 |
|
|
Tyson Foods Cl A (TSN) | 0.1 | $310k | +4% | 5.4k | 57.44 |
|
Phreesia (PHR) | 0.1 | $304k | NEW | 12k | 25.16 |
|
Edwards Lifesciences (EW) | 0.1 | $295k | NEW | 4.0k | 74.03 |
|
NVIDIA Corporation (NVDA) | 0.1 | $287k | NEW | 2.1k | 134.28 |
|
Danaher Corporation (DHR) | 0.1 | $286k | +56% | 1.2k | 229.55 |
|
Illumina (ILMN) | 0.1 | $275k | +12% | 2.1k | 133.63 |
|
Northrop Grumman Corporation (NOC) | 0.1 | $270k | +11% | 575.00 | 469.29 |
|
Peak (DOC) | 0.1 | $269k | +2% | 13k | 20.27 |
|
Evergy (EVRG) | 0.1 | $268k | 4.4k | 61.55 |
|
|
American Express Company (AXP) | 0.1 | $267k | -14% | 898.00 | 296.79 |
|
Dollar General (DG) | 0.1 | $265k | NEW | 3.5k | 75.82 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $252k | 13k | 19.59 |
|
|
Hasbro (HAS) | 0.0 | $249k | -7% | 4.5k | 55.91 |
|
AGCO Corporation (AGCO) | 0.0 | $246k | -21% | 2.6k | 93.49 |
|
Kla Corp Com New (KLAC) | 0.0 | $243k | -22% | 386.00 | 630.12 |
|
Albemarle Corporation (ALB) | 0.0 | $240k | -14% | 2.8k | 86.09 |
|
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $238k | 4.2k | 56.14 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $238k | NEW | 343.00 | 693.08 |
|
Zoetis Cl A (ZTS) | 0.0 | $237k | -37% | 1.5k | 162.95 |
|
Wendy's/arby's Group (WEN) | 0.0 | $232k | +21% | 14k | 16.30 |
|
Mastercard Incorporated Cl A (MA) | 0.0 | $232k | NEW | 440.00 | 527.09 |
|
Edison International (EIX) | 0.0 | $226k | +12% | 2.8k | 79.84 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $225k | -31% | 853.00 | 264.24 |
|
Welltower Inc Com reit (WELL) | 0.0 | $225k | -3% | 1.8k | 126.03 |
|
Biontech Se Sponsored Ads (BNTX) | 0.0 | $225k | +8% | 2.0k | 113.95 |
|
Valero Energy Corporation (VLO) | 0.0 | $224k | 1.8k | 122.59 |
|
|
Tractor Supply Company (TSCO) | 0.0 | $224k | +400% | 4.2k | 53.06 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $223k | NEW | 1.7k | 131.02 |
|
Jfrog Ord Shs (FROG) | 0.0 | $222k | NEW | 7.6k | 29.41 |
|
Diageo Spon Adr New (DEO) | 0.0 | $222k | -24% | 1.7k | 127.13 |
|
Health Catalyst (HCAT) | 0.0 | $217k | +33% | 31k | 7.07 |
|
Autodesk (ADSK) | 0.0 | $216k | -10% | 732.00 | 295.57 |
|
Mosaic (MOS) | 0.0 | $214k | +6% | 8.7k | 24.58 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $211k | NEW | 1.8k | 115.72 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $208k | 1.1k | 185.13 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $207k | 589.00 | 351.79 |
|
|
Dominion Resources (D) | 0.0 | $203k | 3.8k | 53.86 |
|
|
Honeywell International (HON) | 0.0 | $203k | NEW | 897.00 | 225.89 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $202k | -33% | 750.00 | 269.86 |
|
Elanco Animal Health (ELAN) | 0.0 | $160k | NEW | 13k | 12.11 |
|
Past Filings by Probity Advisors
SEC 13F filings are viewable for Probity Advisors going back to 2016
- Probity Advisors 2024 Q4 filed March 5, 2025
- 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