Resonant Capital Advisors

Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Resonant Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Resonant Capital Advisors

Resonant Capital Advisors holds 287 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.7 $59M +3% 124k 477.63
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Ishares Tr 0-3 Mnth Treasry (SGOV) 5.7 $59M +8% 586k 100.27
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Etf Ser Solutions Distillate Us (DSTL) 3.8 $40M +2% 802k 49.37
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Vanguard Specialized Funds Div App Etf (VIG) 3.7 $39M 226k 170.40
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.3 $35M +3% 679k 50.88
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Ishares U S Etf Tr Blackrock Short (MEAR) 3.1 $32M +11% 642k 49.99
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $32M +7% 415k 77.37
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Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $31M +5% 112k 277.15
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.0 $31M +8% 624k 49.72
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Ishares Tr Core S&p Scp Etf (IJR) 2.2 $23M +2% 211k 108.25
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.2 $23M 365k 61.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $22M -2% 46k 477.26
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 2.0 $21M -5% 380k 55.35
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.6 $17M 493k 33.73
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Ishares Tr Core Msci Eafe (IEFA) 1.6 $16M 228k 70.35
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $15M -15% 295k 51.05
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Select Sector Spdr Tr Energy (XLE) 1.3 $14M 166k 83.84
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Apple (AAPL) 1.3 $14M -2% 72k 192.53
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.3 $14M +5% 130k 105.03
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Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 1.2 $12M +6% 183k 65.74
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $11M -3% 143k 79.34
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 1.1 $11M 406k 27.14
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Microsoft Corporation (MSFT) 1.1 $11M 29k 376.04
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Ishares Core Msci Emkt (IEMG) 1.0 $11M +2% 213k 50.58
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.0 $10M +2% 122k 83.31
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $10M +12% 23k 436.80
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Ishares Gold Tr Ishares New (IAU) 0.9 $9.0M -34% 231k 39.03
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Ishares Tr National Mun Etf (MUB) 0.9 $9.0M -16% 83k 108.41
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $9.0M +39% 185k 48.45
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $8.8M -4% 175k 50.47
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $8.7M +21% 179k 48.51
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Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.8 $8.5M +136% 437k 19.43
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Ishares Tr Blackrock Ultra (ICSH) 0.8 $8.0M -4% 159k 50.36
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $7.6M +4% 146k 52.20
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $7.2M -5% 20k 356.66
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.6 $6.7M 190k 35.20
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.6 $6.3M 74k 85.34
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.6 $6.3M 64k 99.02
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Alphabet Cap Stk Cl C (GOOG) 0.6 $6.1M -3% 44k 140.93
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $5.8M NEW 105k 55.40
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $5.6M 51k 111.63
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $5.5M +7% 108k 51.27
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Ishares Tr Core Msci Intl (IDEV) 0.5 $5.4M +14% 85k 63.66
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $5.0M 9.7k 509.27
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Amazon (AMZN) 0.5 $4.9M +6% 32k 151.94
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $4.8M +14% 82k 59.32
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Chevron Corporation (CVX) 0.5 $4.8M -4% 32k 149.16
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JPMorgan Chase & Co. (JPM) 0.5 $4.7M -5% 28k 170.10
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Exxon Mobil Corporation (XOM) 0.4 $4.3M 43k 99.98
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $4.2M 86k 48.72
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $4.2M -9% 12k 350.91
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.4 $4.1M -6% 198k 20.89
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Visa Com Cl A (V) 0.4 $4.1M -8% 16k 260.35
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Progressive Corporation (PGR) 0.4 $4.0M -3% 25k 159.28
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $3.9M +6% 93k 42.18
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Johnson & Johnson (JNJ) 0.4 $3.9M -6% 25k 156.74
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.9M 17k 237.22
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McKesson Corporation (MCK) 0.4 $3.9M -5% 8.4k 463.53
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.4 $3.9M +15% 76k 51.03
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Qualcomm (QCOM) 0.4 $3.7M 26k 144.63
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Analog Devices (ADI) 0.4 $3.6M 18k 198.56
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Costco Wholesale Corporation (COST) 0.3 $3.6M -10% 5.4k 675.20
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $3.4M +80% 178k 19.36
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AutoZone (AZO) 0.3 $3.4M -17% 1.3k 2585.61
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Pepsi (PEP) 0.3 $3.3M -2% 20k 170.87
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Amgen (AMGN) 0.3 $3.3M -8% 12k 288.02
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McDonald's Corporation (MCD) 0.3 $3.3M -5% 11k 296.51
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CVS Caremark Corporation (CVS) 0.3 $3.3M -2% 41k 78.96
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American Express Company (AXP) 0.3 $3.1M -6% 17k 187.34
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $3.1M +7% 35k 88.50
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Automatic Data Processing (ADP) 0.3 $3.0M -7% 13k 234.22
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Danaher Corporation (DHR) 0.3 $3.0M +2% 13k 231.58
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Procter & Gamble Company (PG) 0.3 $3.0M -2% 20k 146.54
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Us Bancorp Del Com New (USB) 0.3 $3.0M +493% 68k 43.77
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Marathon Petroleum Corp (MPC) 0.3 $2.9M -21% 20k 148.36
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Cisco Systems (CSCO) 0.3 $2.9M -6% 57k 50.52
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Broadcom (AVGO) 0.3 $2.8M +75% 2.5k 1116.25
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Pfizer (PFE) 0.3 $2.8M +11% 98k 28.79
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Stryker Corporation (SYK) 0.3 $2.7M -10% 9.0k 300.26
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Eli Lilly & Co. (LLY) 0.3 $2.7M -5% 4.6k 582.92
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PNC Financial Services (PNC) 0.2 $2.6M -11% 17k 154.85
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Bristol Myers Squibb (BMY) 0.2 $2.6M +15% 50k 51.31
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Oracle Corporation (ORCL) 0.2 $2.5M +5% 24k 105.43
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.5M +6% 18k 139.69
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.2 $2.4M -4% 98k 24.91
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Medtronic SHS (MDT) 0.2 $2.4M 29k 83.06
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Kroger (KR) 0.2 $2.4M -12% 52k 45.71
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EOG Resources (EOG) 0.2 $2.4M -11% 20k 120.95
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Lowe's Companies (LOW) 0.2 $2.3M -4% 10k 222.55
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eBay (EBAY) 0.2 $2.3M -3% 52k 43.62
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Becton, Dickinson and (BDX) 0.2 $2.2M -11% 9.0k 243.83
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Dollar General (DG) 0.2 $2.2M +16% 16k 135.95
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Charles Schwab Corporation (SCHW) 0.2 $2.2M -2% 32k 68.80
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $2.1M 90k 23.76
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.1M NEW 18k 117.13
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S&p Global (SPGI) 0.2 $2.1M +47% 4.8k 440.52
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.2 $2.1M 85k 24.54
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Meta Platforms Cl A (META) 0.2 $2.0M +97% 5.8k 353.96
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NVIDIA Corporation (NVDA) 0.2 $2.0M -7% 4.1k 495.22
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.0M 26k 77.73
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Walt Disney Company (DIS) 0.2 $2.0M 22k 90.56
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Electronic Arts (EA) 0.2 $2.0M +5% 15k 136.81
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.0M +13% 26k 75.35
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $2.0M NEW 33k 59.62
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Devon Energy Corporation (DVN) 0.2 $1.9M +43% 43k 45.30
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Abbvie (ABBV) 0.2 $1.9M 12k 154.97
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Mastercard Incorporated Cl A (MA) 0.2 $1.9M +64% 4.5k 426.51
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.9M +4% 53k 35.41
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Palo Alto Networks (PANW) 0.2 $1.9M +52% 6.3k 294.88
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Starbucks Corporation (SBUX) 0.2 $1.9M 19k 96.01
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Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.8M 43k 42.52
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Smucker J M Com New (SJM) 0.2 $1.8M -3% 14k 126.38
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Paypal Holdings (PYPL) 0.2 $1.8M +2% 29k 61.41
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.2 $1.7M 28k 61.10
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $1.7M 72k 23.86
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Northern Trust Corporation (NTRS) 0.2 $1.7M -6% 20k 85.08
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Home Depot (HD) 0.2 $1.7M -5% 4.9k 346.55
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CSX Corporation (CSX) 0.2 $1.7M +93% 49k 34.67
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.6M 4.0k 409.74
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Adobe Systems Incorporated (ADBE) 0.1 $1.5M +215% 2.6k 596.60
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United Parcel Service CL B (UPS) 0.1 $1.5M +151% 9.7k 157.23
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.4M 31k 46.36
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $1.4M +155% 38k 36.27
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $1.4M 37k 37.49
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Abbott Laboratories (ABT) 0.1 $1.3M +2% 12k 110.07
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Intellia Therapeutics (NTLA) 0.1 $1.3M +32% 41k 30.49
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.3M 13k 100.51
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.2M 3.3k 377.70
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Texas Instruments Incorporated (TXN) 0.1 $1.2M NEW 6.8k 170.46
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Copart (CPRT) 0.1 $1.1M -14% 23k 49.00
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $1.1M -57% 54k 19.74
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Caribou Biosciences (CRBU) 0.1 $1.1M NEW 184k 5.73
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Docusign (DOCU) 0.1 $1.0M +34% 17k 59.45
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EQT Corporation (EQT) 0.1 $1.0M -16% 27k 38.66
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Robert Half International (RHI) 0.1 $1.0M NEW 12k 87.92
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Cdw (CDW) 0.1 $932k -9% 4.1k 227.32
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $930k +12% 36k 25.57
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Comcast Corp Cl A (CMCSA) 0.1 $927k +5% 21k 43.85
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Gartner (IT) 0.1 $922k -6% 2.0k 451.11
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UnitedHealth (UNH) 0.1 $893k +6% 1.7k 526.47
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Cardinal Health (CAH) 0.1 $867k -22% 8.6k 101.30
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $865k NEW 9.0k 96.39
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $862k NEW 11k 82.04
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Boeing Company (BA) 0.1 $857k 3.3k 260.66
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W.R. Berkley Corporation (WRB) 0.1 $853k -12% 12k 70.72
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Fastenal Company (FAST) 0.1 $850k -9% 13k 64.77
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Amphenol Corp Cl A (APH) 0.1 $839k -6% 8.4k 99.34
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Markel Corporation (MKL) 0.1 $832k -8% 586.00 1419.90
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Ishares Tr Select Divid Etf (DVY) 0.1 $821k 7.0k 117.22
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $808k -4% 40k 20.45
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Expeditors International of Washington (EXPD) 0.1 $804k -18% 6.3k 127.20
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $784k -19% 6.1k 127.91
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Ishares Tr Short Treas Bd (SHV) 0.1 $771k NEW 7.0k 110.13
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O'reilly Automotive (ORLY) 0.1 $724k -3% 762.00 950.08
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Te Connectivity SHS (TEL) 0.1 $721k -5% 5.1k 140.50
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Microchip Technology (MCHP) 0.1 $720k -3% 8.0k 90.18
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Advanced Micro Devices (AMD) 0.1 $718k +2% 4.9k 147.41
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Linde SHS (LIN) 0.1 $711k +2% 1.7k 410.71
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $709k 2.3k 303.17
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Raytheon Technologies Corp (RTX) 0.1 $703k +11% 8.4k 84.14
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Merck & Co (MRK) 0.1 $702k 6.4k 109.78
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Brown & Brown (BRO) 0.1 $695k -16% 9.8k 71.11
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $692k -3% 1.4k 489.99
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Laboratory Corp Amer Hldgs Com New (LH) 0.1 $686k -5% 3.0k 227.29
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Reinsurance Grp Of America I Com New (RGA) 0.1 $671k -13% 4.1k 161.78
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Dollar Tree (DLTR) 0.1 $649k -7% 4.6k 142.05
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Tesla Motors (TSLA) 0.1 $647k -7% 2.6k 248.48
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Ross Stores (ROST) 0.1 $643k -6% 4.6k 138.39
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $633k 10k 63.33
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $623k -13% 13k 47.90
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Mondelez Intl Cl A (MDLZ) 0.1 $596k 8.2k 72.85
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American Financial (AFG) 0.1 $591k -6% 5.0k 118.89
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Thermo Fisher Scientific (TMO) 0.1 $586k -21% 1.1k 531.13
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Lam Research Corporation (LRCX) 0.1 $577k +30% 735.00 784.98
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Rli (RLI) 0.1 $572k -9% 4.3k 133.12
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Vanguard World Fds Energy Etf (VDE) 0.1 $551k +74% 4.7k 117.28
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $542k 14k 40.21
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Carrier Global Corporation (CARR) 0.1 $539k 9.4k 57.64
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Booking Holdings (BKNG) 0.1 $536k 151.00 3547.22
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Floor & Decor Hldgs Cl A (FND) 0.1 $530k -4% 4.8k 111.56
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Hf Sinclair Corp (DINO) 0.1 $518k -9% 9.3k 55.57
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BlackRock (BLK) 0.0 $510k +2% 628.00 811.80
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Zimmer Holdings (ZBH) 0.0 $492k +11% 4.0k 121.94
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Universal Hlth Svcs CL B (UHS) 0.0 $489k -5% 3.2k 152.44
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Ishares Msci Pac Jp Etf (EPP) 0.0 $478k 11k 43.41
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $474k NEW 6.7k 70.28
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Omni (OMC) 0.0 $470k -12% 5.4k 87.21
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Crane Company Common Stock (CR) 0.0 $456k 3.9k 118.14
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Regions Financial Corporation (RF) 0.0 $450k 23k 19.61
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Intel Corporation (INTC) 0.0 $441k -12% 8.8k 50.25
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Taylor Morrison Hom (TMHC) 0.0 $434k +3% 8.1k 53.35
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salesforce (CRM) 0.0 $432k +4% 1.6k 263.14
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Arch Cap Group Ord (ACGL) 0.0 $422k -9% 5.7k 74.27
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Netflix (NFLX) 0.0 $418k 859.00 486.88
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CarMax (KMX) 0.0 $417k +9% 5.4k 76.74
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CF Industries Holdings (CF) 0.0 $406k -2% 5.1k 79.50
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Eaton Corp SHS (ETN) 0.0 $403k 1.7k 240.82
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Verizon Communications (VZ) 0.0 $400k +16% 11k 37.70
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Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $399k -5% 5.0k 80.59
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General Electric Com New (GE) 0.0 $398k 3.1k 127.71
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $394k -43% 3.4k 115.03
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Sprouts Fmrs Mkt (SFM) 0.0 $394k NEW 8.2k 48.11
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Caterpillar (CAT) 0.0 $391k +4% 1.3k 295.67
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Nike CL B (NKE) 0.0 $389k -2% 3.6k 108.94
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Lennar Corp Cl A (LEN) 0.0 $386k 2.6k 149.04
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Elanco Animal Health (ELAN) 0.0 $384k +19% 26k 14.90
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $366k 15k 24.48
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $357k -7% 15k 23.28
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Intuitive Surgical Com New (ISRG) 0.0 $356k 1.1k 337.36
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Union Pacific Corporation (UNP) 0.0 $354k +3% 1.4k 245.62
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $354k -7% 16k 21.78
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $349k -7% 16k 22.39
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Philip Morris International (PM) 0.0 $349k -3% 3.7k 95.37
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Brown Forman Corp CL B (BF.B) 0.0 $348k +14% 6.1k 57.31
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Flexshares Tr Mornstar Upstr (GUNR) 0.0 $347k -4% 8.5k 40.95
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Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $345k -4% 26k 13.29
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Enterprise Products Partners (EPD) 0.0 $343k 13k 26.35
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Steel Dynamics (STLD) 0.0 $342k +7% 2.9k 118.53
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A. O. Smith Corporation (AOS) 0.0 $340k -19% 4.1k 82.44
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General Dynamics Corporation (GD) 0.0 $339k +3% 1.3k 259.67
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Schlumberger Com Stk (SLB) 0.0 $338k -2% 6.5k 52.29
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Bank of America Corporation (BAC) 0.0 $334k +25% 9.9k 33.67
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International Business Machines (IBM) 0.0 $333k +3% 2.0k 163.55
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $331k 8.5k 39.10
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Exelixis (EXEL) 0.0 $322k +2% 13k 23.99
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Novo-nordisk A S Adr (NVO) 0.0 $322k -6% 3.1k 103.45
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Centene Corporation (CNC) 0.0 $320k +7% 4.3k 74.21
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Intercontinental Exchange (ICE) 0.0 $319k +2% 2.5k 128.43
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Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) 0.0 $314k 5.5k 56.62
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Fiserv (FI) 0.0 $314k +6% 2.4k 132.84
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $309k NEW 3.0k 102.88
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Wal-Mart Stores (WMT) 0.0 $309k 2.0k 158.22
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Okta Cl A (OKTA) 0.0 $308k NEW 3.4k 90.53
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Honeywell International (HON) 0.0 $306k -3% 1.5k 209.71
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Alliant Energy Corporation (LNT) 0.0 $294k -3% 5.7k 51.30
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Murphy Usa (MUSA) 0.0 $294k +2% 824.00 356.56
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TransDigm Group Incorporated (TDG) 0.0 $292k +2% 289.00 1011.60
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Simon Property (SPG) 0.0 $291k 2.0k 142.64
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $288k 5.2k 55.28
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Otis Worldwide Corp (OTIS) 0.0 $288k 3.2k 89.47
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MetLife (MET) 0.0 $285k 4.3k 66.13
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Cyberark Software SHS (CYBR) 0.0 $282k -9% 1.3k 219.05
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Fair Isaac Corporation (FICO) 0.0 $281k NEW 241.00 1164.01
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Marathon Oil Corporation (MRO) 0.0 $278k +38% 12k 24.16
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Broadstone Net Lease (BNL) 0.0 $278k 16k 17.50
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Toro Company (TTC) 0.0 $278k 2.9k 96.35
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $278k NEW 1.3k 213.33
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Icon SHS (ICLR) 0.0 $272k -7% 961.00 283.07
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $271k 358.00 756.92
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Chubb (CB) 0.0 $270k 1.2k 226.85
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Shell Spon Ads (SHEL) 0.0 $270k -6% 4.1k 65.80
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Sony Group Corp Sponsored Adr (SONY) 0.0 $270k -28% 2.8k 94.69
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $268k NEW 11k 24.91
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Wisdomtree Tr Blmbg Us Bull (USDU) 0.0 $264k NEW 11k 25.11
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Zoetis Cl A (ZTS) 0.0 $262k -29% 1.3k 197.37
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Under Armour CL C (UA) 0.0 $262k +10% 31k 8.35
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Nextera Energy (NEE) 0.0 $253k NEW 4.2k 60.74
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Qorvo (QRVO) 0.0 $251k NEW 2.2k 112.61
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Totalenergies Se Sponsored Ads (TTE) 0.0 $247k -7% 3.6k 68.19
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At&t (T) 0.0 $245k +22% 15k 16.78
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $242k 3.2k 76.13
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Flex Ord (FLEX) 0.0 $242k 7.9k 30.46
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Target Corporation (TGT) 0.0 $242k NEW 1.7k 142.42
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $242k -7% 2.3k 104.48
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Ingersoll Rand (IR) 0.0 $241k -22% 3.1k 77.62
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Morgan Stanley Com New (MS) 0.0 $238k -8% 2.6k 93.25
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EXACT Sciences Corporation (EXAS) 0.0 $235k 3.2k 73.98
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Coca-Cola Company (KO) 0.0 $226k -3% 3.8k 58.93
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Ameriprise Financial (AMP) 0.0 $225k -2% 591.00 379.83
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Gilead Sciences (GILD) 0.0 $219k NEW 2.7k 81.01
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $219k 1.8k 124.97
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Darden Restaurants (DRI) 0.0 $217k NEW 1.3k 164.30
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Proshares Tr Shrt Russell2000 (RWM) 0.0 $212k -2% 10k 21.08
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Constellation Energy (CEG) 0.0 $211k NEW 1.8k 116.89
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Diageo Spon Adr New (DEO) 0.0 $209k -6% 1.4k 145.66
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Aercap Holdings Nv SHS (AER) 0.0 $207k NEW 2.8k 74.32
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Apollo Global Mgmt (APO) 0.0 $203k NEW 2.2k 93.19
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Wells Fargo & Company (WFC) 0.0 $203k NEW 4.1k 49.22
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Edwards Lifesciences (EW) 0.0 $202k -27% 2.7k 76.25
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $182k 13k 13.80
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $169k -10% 20k 8.61
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Coupang Cl A (CPNG) 0.0 $165k 10k 16.19
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Ing Groep Sponsored Adr (ING) 0.0 $158k -10% 11k 15.02
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Haleon Spon Ads (HLN) 0.0 $152k -9% 19k 8.23
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Ford Motor Company (F) 0.0 $138k +5% 11k 12.19
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Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $80k 10k 7.96
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Rubicon Technologies Cl A (RBT) 0.0 $27k 14k 1.85
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Past Filings by Resonant Capital Advisors

SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019