Reston Wealth Management
Latest statistics and disclosures from Reston Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, FNDX, SPDW, SPAB, SPMD, and represent 65.21% of Reston Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FNDX, SMLF, SPYG, SPDW, SPAB, SCHZ, SCHF, ISRG, MCD, OEF.
- Started 401 new stock positions in DUK, TXN, LEMB, F, KLAC, ADI, BSJO, CI, IDXX, AMAT.
- Reduced shares in these 10 stocks: SCHE, AOM, AOR, AOK, SCHG, NVDA, SPMD, SLYV, EFA, RPG.
- Reston Wealth Management was a net buyer of stock by $12M.
- Reston Wealth Management has $276M in assets under management (AUM), dropping by 10.47%.
- Central Index Key (CIK): 0001767617
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Portfolio Holdings for Reston Wealth Management
Reston Wealth Management holds 454 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 | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 20.3 | $56M | 676k | 82.94 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 17.5 | $48M | +2% | 674k | 71.76 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 10.2 | $28M | 752k | 37.56 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 10.2 | $28M | 1.1M | 26.14 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 7.0 | $19M | 355k | 54.68 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 5.9 | $16M | +3% | 247k | 66.35 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.8 | $13M | 252k | 52.86 |
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| Ishares Tr National Mun Etf (MUB) | 3.2 | $8.9M | +2% | 82k | 108.63 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.3 | $6.4M | +4% | 135k | 47.52 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.9 | $5.1M | +5% | 125k | 41.12 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.4 | $3.9M | +5% | 47k | 83.09 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.3 | $3.6M | +5% | 60k | 59.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $2.9M | 38k | 75.11 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $2.0M | -3% | 19k | 104.18 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $1.9M | +2% | 29k | 67.70 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.6 | $1.7M | 45k | 39.27 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.7M | +4% | 4.0k | 430.31 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.5 | $1.5M | +4% | 36k | 41.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | +3% | 6.5k | 167.19 |
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| Apple (AAPL) | 0.4 | $1.0M | +2% | 4.5k | 233.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $907k | +4% | 2.4k | 375.35 |
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| NVIDIA Corporation (NVDA) | 0.3 | $850k | -6% | 7.0k | 121.44 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $806k | +3% | 3.8k | 210.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $733k | 4.4k | 165.85 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $733k | 4.0k | 181.98 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $687k | -2% | 8.2k | 83.63 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $631k | -78% | 22k | 29.18 |
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| Amazon (AMZN) | 0.2 | $572k | 3.1k | 186.33 |
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| Eli Lilly & Co. (LLY) | 0.2 | $562k | 634.00 | 885.69 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $560k | 6.3k | 88.14 |
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| Marriott Intl Cl A (MAR) | 0.2 | $513k | 2.1k | 248.64 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $476k | 3.8k | 125.63 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $432k | 818.00 | 528.07 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $365k | 636.00 | 573.36 |
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| Union Pacific Corporation (UNP) | 0.1 | $357k | 1.5k | 246.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $311k | 676.00 | 460.26 |
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| Arista Networks (ANET) | 0.1 | $307k | 800.00 | 383.82 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $298k | 510.00 | 584.14 |
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| Costco Wholesale Corporation (COST) | 0.1 | $294k | 331.00 | 887.56 |
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| Coca-Cola Company (KO) | 0.1 | $294k | 4.1k | 71.87 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $285k | 7.4k | 38.53 |
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| Tesla Motors (TSLA) | 0.1 | $283k | 1.1k | 261.63 |
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| Abbvie (ABBV) | 0.1 | $279k | 1.4k | 197.54 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $248k | +6% | 2.1k | 117.24 |
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| Automatic Data Processing (ADP) | 0.1 | $245k | 884.00 | 276.73 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $236k | +6% | 1.5k | 162.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $216k | 3.5k | 62.32 |
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| Anthem (ELV) | 0.1 | $206k | 397.00 | 519.75 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $205k | NEW | 417.00 | 491.27 |
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| BlackRock Floating Rate Income Trust (BGT) | 0.1 | $204k | +2% | 16k | 12.94 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $194k | -18% | 2.2k | 86.81 |
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| McDonald's Corporation (MCD) | 0.1 | $194k | NEW | 636.00 | 304.27 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $192k | NEW | 694.00 | 276.62 |
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| MercadoLibre (MELI) | 0.1 | $185k | NEW | 90.00 | 2051.96 |
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| Procter & Gamble Company (PG) | 0.1 | $182k | NEW | 1.0k | 173.16 |
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| Home Depot (HD) | 0.1 | $168k | NEW | 415.00 | 405.54 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $164k | NEW | 352.00 | 465.08 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $164k | NEW | 1.6k | 101.26 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $156k | NEW | 1.8k | 87.79 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $156k | NEW | 6.6k | 23.45 |
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| Public Service Enterprise (PEG) | 0.1 | $156k | NEW | 1.7k | 89.23 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $154k | NEW | 6.7k | 23.12 |
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| McKesson Corporation (MCK) | 0.1 | $149k | NEW | 301.00 | 493.95 |
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| Applied Materials (AMAT) | 0.1 | $145k | NEW | 715.00 | 202.05 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $141k | NEW | 917.00 | 153.18 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $137k | -76% | 2.3k | 59.23 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $133k | NEW | 2.9k | 45.51 |
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| Morgan Stanley Com New (MS) | 0.0 | $133k | NEW | 1.3k | 104.23 |
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| Shopify Cl A (SHOP) | 0.0 | $128k | NEW | 1.6k | 80.14 |
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| Broadcom (AVGO) | 0.0 | $127k | NEW | 735.00 | 172.40 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $126k | NEW | 708.00 | 177.36 |
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| Caterpillar (CAT) | 0.0 | $123k | NEW | 313.00 | 391.47 |
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| Johnson & Johnson (JNJ) | 0.0 | $121k | NEW | 746.00 | 161.98 |
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| UnitedHealth (UNH) | 0.0 | $119k | NEW | 203.00 | 585.02 |
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| Netflix (NFLX) | 0.0 | $117k | NEW | 165.00 | 709.27 |
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| Cisco Systems (CSCO) | 0.0 | $115k | NEW | 2.2k | 53.21 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $112k | NEW | 2.7k | 40.63 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $111k | NEW | 2.4k | 45.86 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $109k | NEW | 220.00 | 493.66 |
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| Garmin SHS (GRMN) | 0.0 | $108k | NEW | 612.00 | 175.97 |
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| Boeing Company (BA) | 0.0 | $106k | NEW | 700.00 | 151.96 |
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| Valero Energy Corporation (VLO) | 0.0 | $104k | NEW | 770.00 | 134.97 |
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| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.0 | $104k | NEW | 2.5k | 42.12 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $100k | NEW | 1.6k | 61.12 |
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| Bank of America Corporation (BAC) | 0.0 | $99k | NEW | 2.5k | 39.68 |
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| Ball Corporation (BALL) | 0.0 | $99k | NEW | 1.5k | 67.91 |
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| Ge Aerospace Com New (GE) | 0.0 | $99k | NEW | 523.00 | 188.60 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $95k | NEW | 419.00 | 225.97 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $93k | NEW | 2.7k | 34.74 |
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| SYSCO Corporation (SYY) | 0.0 | $93k | NEW | 1.2k | 78.06 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $92k | NEW | 826.00 | 111.80 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $90k | NEW | 1.1k | 80.32 |
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| Pepsi (PEP) | 0.0 | $88k | NEW | 514.00 | 170.20 |
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| Wal-Mart Stores (WMT) | 0.0 | $86k | NEW | 1.1k | 80.73 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $85k | NEW | 4.6k | 18.48 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $85k | NEW | 1.2k | 67.85 |
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| Pfizer (PFE) | 0.0 | $83k | NEW | 2.9k | 28.94 |
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| Public Storage (PSA) | 0.0 | $80k | NEW | 220.00 | 363.69 |
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| Abbott Laboratories (ABT) | 0.0 | $79k | NEW | 690.00 | 114.00 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $79k | NEW | 653.00 | 120.35 |
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| salesforce (CRM) | 0.0 | $78k | NEW | 284.00 | 273.45 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $76k | NEW | 652.00 | 117.24 |
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| Linde SHS (LIN) | 0.0 | $76k | NEW | 160.00 | 476.23 |
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| Goldman Sachs (GS) | 0.0 | $75k | NEW | 152.00 | 493.63 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $74k | NEW | 377.00 | 197.06 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $72k | NEW | 6.6k | 10.84 |
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| Walt Disney Company (DIS) | 0.0 | $72k | NEW | 747.00 | 96.19 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $71k | NEW | 123.00 | 578.57 |
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| Prologis (PLD) | 0.0 | $70k | NEW | 555.00 | 126.34 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $69k | NEW | 1.2k | 57.22 |
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| Cardinal Health (CAH) | 0.0 | $67k | NEW | 609.00 | 110.50 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $67k | NEW | 910.00 | 73.70 |
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| American Tower Reit (AMT) | 0.0 | $66k | NEW | 284.00 | 232.36 |
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| Chevron Corporation (CVX) | 0.0 | $64k | NEW | 434.00 | 147.15 |
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| Lowe's Companies (LOW) | 0.0 | $64k | NEW | 235.00 | 270.51 |
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| Gilead Sciences (GILD) | 0.0 | $63k | NEW | 753.00 | 83.83 |
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| Meta Platforms Cl A (META) | 0.0 | $61k | NEW | 107.00 | 572.54 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $60k | NEW | 253.00 | 237.23 |
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| Axon Enterprise (AXON) | 0.0 | $60k | NEW | 150.00 | 399.60 |
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| Philip Morris International (PM) | 0.0 | $58k | NEW | 476.00 | 121.35 |
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| Verizon Communications (VZ) | 0.0 | $57k | NEW | 1.3k | 44.91 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $55k | NEW | 413.00 | 133.83 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $54k | NEW | 1.2k | 45.30 |
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| Nucor Corporation (NUE) | 0.0 | $52k | NEW | 346.00 | 150.34 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $51k | NEW | 722.00 | 70.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $51k | NEW | 143.00 | 353.92 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $50k | NEW | 336.00 | 149.94 |
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| National Fuel Gas (NFG) | 0.0 | $50k | NEW | 823.00 | 60.59 |
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| Analog Devices (ADI) | 0.0 | $48k | NEW | 210.00 | 230.03 |
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| American Electric Power Company (AEP) | 0.0 | $48k | NEW | 467.00 | 102.64 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $48k | NEW | 300.00 | 158.81 |
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| Air Products & Chemicals (APD) | 0.0 | $47k | NEW | 159.00 | 297.74 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $47k | NEW | 330.00 | 142.28 |
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| MetLife (MET) | 0.0 | $47k | NEW | 567.00 | 82.54 |
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| Docusign (DOCU) | 0.0 | $47k | NEW | 750.00 | 62.09 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $46k | NEW | 891.00 | 51.55 |
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| Broadridge Financial Solutions (BR) | 0.0 | $45k | NEW | 211.00 | 215.03 |
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| Tri Pointe Homes (TPH) | 0.0 | $45k | NEW | 1.0k | 45.31 |
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| Oracle Corporation (ORCL) | 0.0 | $44k | NEW | 261.00 | 170.26 |
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| Kroger (KR) | 0.0 | $44k | NEW | 763.00 | 57.31 |
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| Merck & Co (MRK) | 0.0 | $43k | NEW | 380.00 | 113.43 |
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| Colgate-Palmolive Company (CL) | 0.0 | $42k | NEW | 403.00 | 103.93 |
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| Canadian Natl Ry (CNI) | 0.0 | $41k | NEW | 353.00 | 117.15 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $41k | NEW | 498.00 | 82.48 |
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| Live Nation Entertainment (LYV) | 0.0 | $41k | NEW | 372.00 | 109.49 |
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| Target Corporation (TGT) | 0.0 | $41k | NEW | 260.00 | 155.86 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $41k | NEW | 1.0k | 40.48 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $40k | NEW | 203.00 | 198.60 |
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| Builders FirstSource (BLDR) | 0.0 | $39k | NEW | 200.00 | 193.86 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $38k | NEW | 327.00 | 115.30 |
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| BlackRock (BLK) | 0.0 | $37k | NEW | 39.00 | 943.03 |
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| Dominion Resources (D) | 0.0 | $36k | NEW | 622.00 | 57.77 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $36k | NEW | 1.5k | 24.05 |
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| Electronic Arts (EA) | 0.0 | $36k | NEW | 250.00 | 143.44 |
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| Spdr Ser Tr Bloomberg Emg Mk (EMHC) | 0.0 | $36k | NEW | 1.4k | 25.11 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $35k | NEW | 837.00 | 41.75 |
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| At&t (T) | 0.0 | $35k | NEW | 1.6k | 22.00 |
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| Dow (DOW) | 0.0 | $35k | NEW | 636.00 | 54.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $35k | NEW | 157.00 | 220.83 |
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| Robert Half International (RHI) | 0.0 | $34k | NEW | 500.00 | 67.41 |
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| Ford Motor Company (F) | 0.0 | $33k | NEW | 3.1k | 10.56 |
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| CVS Caremark Corporation (CVS) | 0.0 | $33k | NEW | 516.00 | 62.90 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $32k | NEW | 614.00 | 51.79 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $32k | NEW | 632.00 | 50.27 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $31k | NEW | 1.2k | 25.33 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $31k | NEW | 966.00 | 32.17 |
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| ConocoPhillips (COP) | 0.0 | $31k | NEW | 292.00 | 105.35 |
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| Visa Com Cl A (V) | 0.0 | $31k | NEW | 111.00 | 274.95 |
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| Snap-on Incorporated (SNA) | 0.0 | $30k | NEW | 103.00 | 288.83 |
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| Honeywell International (HON) | 0.0 | $29k | NEW | 138.00 | 206.94 |
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| Grand Canyon Education (LOPE) | 0.0 | $28k | NEW | 200.00 | 141.85 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $27k | NEW | 433.00 | 62.95 |
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| Murphy Oil Corporation (MUR) | 0.0 | $27k | NEW | 800.00 | 33.74 |
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| Nextera Energy (NEE) | 0.0 | $27k | NEW | 317.00 | 84.53 |
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| Moelis & Co Cl A (MC) | 0.0 | $27k | NEW | 387.00 | 68.44 |
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| Innovator Etfs Trust Invatr 20 Pls 9 (TBJL) | 0.0 | $26k | NEW | 1.2k | 21.00 |
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $26k | NEW | 80.00 | 324.07 |
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| Qualcomm (QCOM) | 0.0 | $26k | NEW | 152.00 | 170.05 |
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| Bristol Myers Squibb (BMY) | 0.0 | $26k | NEW | 492.00 | 51.77 |
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| Hilton Grand Vacations (HGV) | 0.0 | $25k | NEW | 700.00 | 36.32 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $25k | NEW | 146.00 | 173.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $24k | NEW | 312.00 | 77.98 |
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| Norfolk Southern (NSC) | 0.0 | $24k | NEW | 97.00 | 249.76 |
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| Caci Intl Cl A (CACI) | 0.0 | $24k | NEW | 48.00 | 504.56 |
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| Humana (HUM) | 0.0 | $24k | NEW | 75.00 | 316.75 |
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| Starbucks Corporation (SBUX) | 0.0 | $23k | NEW | 240.00 | 97.61 |
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| Wells Fargo & Company (WFC) | 0.0 | $23k | NEW | 401.00 | 56.49 |
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| Chubb (CB) | 0.0 | $22k | NEW | 77.00 | 289.38 |
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| Advanced Micro Devices (AMD) | 0.0 | $21k | NEW | 129.00 | 164.08 |
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| Hershey Company (HSY) | 0.0 | $21k | NEW | 110.00 | 191.78 |
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| Science App Int'l (SAIC) | 0.0 | $21k | NEW | 150.00 | 138.84 |
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| Chord Energy Corporation Com New (CHRD) | 0.0 | $21k | NEW | 158.00 | 130.44 |
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| Oge Energy Corp (OGE) | 0.0 | $21k | NEW | 500.00 | 41.02 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $21k | NEW | 600.00 | 34.13 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.0 | $20k | NEW | 406.00 | 48.68 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $19k | NEW | 36.00 | 517.78 |
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| EQT Corporation (EQT) | 0.0 | $19k | NEW | 506.00 | 36.67 |
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| Wabtec Corporation (WAB) | 0.0 | $19k | NEW | 102.00 | 181.77 |
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| Southwest Airlines (LUV) | 0.0 | $18k | NEW | 614.00 | 29.63 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $18k | NEW | 1.0k | 18.02 |
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| Realty Income (O) | 0.0 | $18k | NEW | 280.00 | 63.33 |
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| National Grid Sponsored Adr Ne (NGG) | 0.0 | $18k | NEW | 254.00 | 69.75 |
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| Shell Spon Ads (SHEL) | 0.0 | $17k | NEW | 258.00 | 66.07 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $17k | NEW | 256.00 | 66.52 |
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| Marathon Oil Corporation (MRO) | 0.0 | $17k | NEW | 625.00 | 26.63 |
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| Dr Reddys Labs Adr (RDY) | 0.0 | $16k | NEW | 205.00 | 79.45 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $16k | NEW | 136.00 | 119.07 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $16k | NEW | 300.00 | 52.65 |
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| TJX Companies (TJX) | 0.0 | $16k | NEW | 134.00 | 117.54 |
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| Rbc Cad (RY) | 0.0 | $16k | NEW | 124.00 | 124.73 |
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| Servicenow (NOW) | 0.0 | $15k | NEW | 17.00 | 894.41 |
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| Amgen (AMGN) | 0.0 | $15k | NEW | 47.00 | 322.21 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $15k | NEW | 348.00 | 42.85 |
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| Truist Financial Corp equities (TFC) | 0.0 | $15k | NEW | 348.00 | 42.80 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $15k | NEW | 202.00 | 73.48 |
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| Dollar Tree (DLTR) | 0.0 | $15k | NEW | 210.00 | 70.32 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $15k | NEW | 128.00 | 115.02 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $14k | NEW | 310.00 | 45.19 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $14k | NEW | 212.00 | 64.62 |
|
| Waste Management (WM) | 0.0 | $14k | NEW | 65.00 | 207.60 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $13k | NEW | 381.00 | 35.03 |
|
| Dupont De Nemours (DD) | 0.0 | $13k | NEW | 149.00 | 89.02 |
|
| Unilever Spon Adr New (UL) | 0.0 | $13k | NEW | 204.00 | 64.96 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $13k | NEW | 276.00 | 47.29 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $13k | NEW | 239.00 | 53.15 |
|
| Stryker Corporation (SYK) | 0.0 | $13k | NEW | 35.00 | 362.11 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $13k | NEW | 70.00 | 178.57 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $13k | NEW | 1.2k | 10.18 |
|
| Constellation Energy (CEG) | 0.0 | $12k | NEW | 45.00 | 260.02 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $12k | NEW | 149.00 | 77.91 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $12k | NEW | 200.00 | 57.75 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $12k | NEW | 117.00 | 98.15 |
|
| CarMax (KMX) | 0.0 | $12k | NEW | 148.00 | 77.38 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $11k | NEW | 272.00 | 41.29 |
|
| Intuit (INTU) | 0.0 | $11k | NEW | 18.00 | 621.94 |
|
| Tractor Supply Company (TSCO) | 0.0 | $11k | NEW | 38.00 | 293.29 |
|
| Ryder System (R) | 0.0 | $11k | NEW | 76.00 | 146.33 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $11k | NEW | 100.00 | 110.47 |
|
| General Dynamics Corporation (GD) | 0.0 | $11k | NEW | 36.00 | 302.19 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $11k | NEW | 47.00 | 230.51 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $11k | NEW | 13.00 | 833.23 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $11k | NEW | 110.00 | 96.57 |
|
| Hca Holdings (HCA) | 0.0 | $11k | NEW | 26.00 | 406.42 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $11k | NEW | 10.00 | 1051.20 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $10k | NEW | 55.00 | 187.47 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $10k | NEW | 107.00 | 93.85 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $9.9k | NEW | 71.00 | 139.90 |
|
| Progressive Corporation (PGR) | 0.0 | $9.9k | NEW | 39.00 | 253.87 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $9.6k | NEW | 42.00 | 229.10 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $9.6k | NEW | 103.00 | 93.20 |
|
| Agnico (AEM) | 0.0 | $9.6k | NEW | 119.00 | 80.56 |
|
| S&p Global (SPGI) | 0.0 | $9.3k | NEW | 18.00 | 516.61 |
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $9.2k | NEW | 230.00 | 40.00 |
|
| Metropcs Communications (TMUS) | 0.0 | $9.1k | NEW | 44.00 | 206.36 |
|
| Southern Company (SO) | 0.0 | $8.9k | NEW | 99.00 | 90.18 |
|
| Host Hotels & Resorts (HST) | 0.0 | $8.9k | NEW | 507.00 | 17.60 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $8.9k | -97% | 229.00 | 38.71 |
|
| Nrg Energy Com New (NRG) | 0.0 | $8.7k | NEW | 95.00 | 91.11 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $8.6k | NEW | 150.00 | 57.62 |
|
| Synopsys (SNPS) | 0.0 | $8.6k | NEW | 17.00 | 506.41 |
|
| Uber Technologies (UBER) | 0.0 | $8.6k | NEW | 114.00 | 75.16 |
|
| Kla Corp Com New (KLAC) | 0.0 | $8.5k | NEW | 11.00 | 774.45 |
|
| Enbridge (ENB) | 0.0 | $8.5k | NEW | 209.00 | 40.61 |
|
| Pulte (PHM) | 0.0 | $8.5k | NEW | 59.00 | 143.53 |
|
| Fiserv (FI) | 0.0 | $8.4k | NEW | 47.00 | 179.66 |
|
| Corning Incorporated (GLW) | 0.0 | $8.4k | NEW | 185.00 | 45.27 |
|
| Danaher Corporation (DHR) | 0.0 | $8.3k | NEW | 30.00 | 278.33 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $8.2k | NEW | 135.00 | 61.08 |
|
| Kinder Morgan (KMI) | 0.0 | $8.2k | NEW | 370.00 | 22.09 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $8.1k | NEW | 67.00 | 121.16 |
|
| O'reilly Automotive (ORLY) | 0.0 | $8.1k | NEW | 7.00 | 1151.57 |
|
| PPL Corporation (PPL) | 0.0 | $7.8k | NEW | 236.00 | 33.04 |
|
| Prudential Financial (PRU) | 0.0 | $7.5k | NEW | 62.00 | 121.66 |
|
| Micron Technology (MU) | 0.0 | $7.5k | NEW | 72.00 | 103.81 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $7.1k | NEW | 57.00 | 124.47 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $7.0k | NEW | 113.00 | 62.35 |
|
| United Parcel Service CL B (UPS) | 0.0 | $7.0k | NEW | 51.00 | 136.33 |
|
| Autodesk (ADSK) | 0.0 | $6.9k | NEW | 25.00 | 275.48 |
|
| Ge Vernova (GEV) | 0.0 | $6.9k | NEW | 27.00 | 254.96 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $6.8k | NEW | 80.00 | 85.54 |
|
| Waters Corporation (WAT) | 0.0 | $6.8k | NEW | 19.00 | 359.89 |
|
| Merit Medical Systems (MMSI) | 0.0 | $6.7k | NEW | 68.00 | 98.82 |
|
| Genuine Parts Company (GPC) | 0.0 | $6.7k | NEW | 48.00 | 139.69 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $6.6k | NEW | 32.00 | 206.56 |
|
| M&T Bank Corporation (MTB) | 0.0 | $6.6k | NEW | 37.00 | 178.11 |
|
| Gartner (IT) | 0.0 | $6.6k | NEW | 13.00 | 506.77 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $6.5k | NEW | 100.00 | 64.81 |
|
| Trane Technologies SHS (TT) | 0.0 | $6.2k | NEW | 16.00 | 388.75 |
|
| H&R Block (HRB) | 0.0 | $6.2k | NEW | 97.00 | 63.55 |
|
| Roper Industries (ROP) | 0.0 | $6.1k | NEW | 11.00 | 557.18 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $6.1k | NEW | 23.00 | 265.78 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.0 | $6.1k | NEW | 171.00 | 35.74 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $6.0k | NEW | 39.00 | 153.72 |
|
| American Water Works (AWK) | 0.0 | $5.9k | NEW | 40.00 | 147.88 |
|
| Illinois Tool Works (ITW) | 0.0 | $5.8k | NEW | 22.00 | 263.36 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $5.7k | NEW | 4.00 | 1427.25 |
|
| Travelers Companies (TRV) | 0.0 | $5.6k | NEW | 24.00 | 234.12 |
|
| EOG Resources (EOG) | 0.0 | $5.6k | NEW | 45.00 | 123.76 |
|
| FedEx Corporation (FDX) | 0.0 | $5.5k | NEW | 20.00 | 273.70 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $5.4k | NEW | 42.00 | 128.02 |
|
| Equinix (EQIX) | 0.0 | $5.3k | NEW | 6.00 | 887.67 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $5.3k | -99% | 117.00 | 45.01 |
|
| Ishares Tr Us Tech Brkthr (TECB) | 0.0 | $5.2k | NEW | 102.00 | 51.32 |
|
| General Mills (GIS) | 0.0 | $5.1k | NEW | 70.00 | 73.41 |
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $5.1k | NEW | 183.00 | 27.63 |
|
| Paccar (PCAR) | 0.0 | $5.0k | NEW | 51.00 | 98.69 |
|
| Martin Marietta Materials (MLM) | 0.0 | $4.8k | NEW | 9.00 | 538.22 |
|
| Bce Com New (BCE) | 0.0 | $4.8k | NEW | 137.00 | 34.80 |
|
| Domino's Pizza (DPZ) | 0.0 | $4.7k | NEW | 11.00 | 430.18 |
|
| Williams Companies (WMB) | 0.0 | $4.6k | NEW | 100.00 | 45.65 |
|
| Verisk Analytics (VRSK) | 0.0 | $4.6k | NEW | 17.00 | 267.94 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $4.4k | NEW | 39.00 | 111.97 |
|
| Capital One Financial (COF) | 0.0 | $4.3k | NEW | 29.00 | 149.72 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $4.3k | NEW | 7.00 | 618.71 |
|
| Booking Holdings (BKNG) | 0.0 | $4.2k | NEW | 1.00 | 4212.00 |
|
| Digital Realty Trust (DLR) | 0.0 | $4.2k | NEW | 26.00 | 161.85 |
|
| Columbia Sportswear Company (COLM) | 0.0 | $4.2k | NEW | 50.00 | 83.20 |
|
| Fastenal Company (FAST) | 0.0 | $4.1k | NEW | 57.00 | 71.42 |
|
| Piper Jaffray Companies (PIPR) | 0.0 | $4.0k | NEW | 14.00 | 283.79 |
|
| Copart (CPRT) | 0.0 | $3.9k | NEW | 74.00 | 52.41 |
|
| Clean Harbors (CLH) | 0.0 | $3.9k | NEW | 16.00 | 241.69 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $3.8k | NEW | 10.00 | 381.70 |
|
| Moody's Corporation (MCO) | 0.0 | $3.8k | NEW | 8.00 | 474.62 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $3.8k | NEW | 61.00 | 61.51 |
|
| Crown Holdings (CCK) | 0.0 | $3.7k | NEW | 39.00 | 95.87 |
|
| Hldgs (UAL) | 0.0 | $3.7k | NEW | 65.00 | 57.06 |
|
| Enterprise Products Partners (EPD) | 0.0 | $3.6k | NEW | 124.00 | 29.19 |
|
| ESCO Technologies (ESE) | 0.0 | $3.6k | NEW | 28.00 | 128.96 |
|
| Intel Corporation (INTC) | 0.0 | $3.5k | NEW | 150.00 | 23.46 |
|
| Hubbell (HUBB) | 0.0 | $3.4k | NEW | 8.00 | 428.38 |
|
| Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $3.4k | NEW | 87.00 | 38.54 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $3.3k | NEW | 37.00 | 89.84 |
|
| Ecolab (ECL) | 0.0 | $3.3k | NEW | 13.00 | 255.46 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $3.3k | NEW | 159.00 | 20.87 |
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $3.3k | NEW | 111.00 | 29.72 |
|
| MGIC Investment (MTG) | 0.0 | $3.2k | NEW | 125.00 | 25.60 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $3.1k | NEW | 32.00 | 97.97 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $3.1k | NEW | 13.00 | 240.69 |
|
| Regions Financial Corporation (RF) | 0.0 | $3.1k | NEW | 134.00 | 23.33 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $3.1k | NEW | 22.00 | 141.95 |
|
| Albany Intl Corp Cl A (AIN) | 0.0 | $3.0k | NEW | 34.00 | 88.85 |
|
| Ufp Industries (UFPI) | 0.0 | $3.0k | NEW | 23.00 | 131.22 |
|
| Esab Corporation (ESAB) | 0.0 | $3.0k | NEW | 28.00 | 106.36 |
|
| Msci (MSCI) | 0.0 | $2.9k | NEW | 5.00 | 583.00 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $2.9k | NEW | 26.00 | 111.88 |
|
| Antero Res (AR) | 0.0 | $2.9k | NEW | 100.00 | 28.65 |
|
| Nordstrom (JWN) | 0.0 | $2.8k | NEW | 127.00 | 22.44 |
|
| Synchrony Financial (SYF) | 0.0 | $2.8k | NEW | 57.00 | 49.88 |
|
| Cigna Corp (CI) | 0.0 | $2.8k | NEW | 8.00 | 346.50 |
|
| Essex Property Trust (ESS) | 0.0 | $2.7k | NEW | 9.00 | 298.44 |
|
| Church & Dwight (CHD) | 0.0 | $2.6k | NEW | 25.00 | 104.72 |
|
| Brown & Brown (BRO) | 0.0 | $2.6k | NEW | 25.00 | 103.60 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $2.6k | NEW | 27.00 | 95.89 |
|
| Douglas Emmett (DEI) | 0.0 | $2.5k | NEW | 145.00 | 17.59 |
|
| Under Armour CL C (UA) | 0.0 | $2.5k | NEW | 300.00 | 8.36 |
|
| Lam Research Corporation (LRCX) | 0.0 | $2.4k | NEW | 3.00 | 816.00 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $2.4k | NEW | 18.00 | 133.61 |
|
| Caretrust Reit (CTRE) | 0.0 | $2.4k | NEW | 78.00 | 30.83 |
|
| East West Ban (EWBC) | 0.0 | $2.3k | NEW | 28.00 | 82.75 |
|
| Vulcan Materials Company (VMC) | 0.0 | $2.3k | NEW | 9.00 | 250.44 |
|
| NewMarket Corporation (NEU) | 0.0 | $2.2k | NEW | 4.00 | 552.00 |
|
| Telus Ord (TU) | 0.0 | $2.2k | NEW | 131.00 | 16.78 |
|
| Akamai Technologies (AKAM) | 0.0 | $2.1k | NEW | 21.00 | 100.95 |
|
| Brighthouse Finl (BHF) | 0.0 | $2.1k | NEW | 47.00 | 45.02 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $2.1k | NEW | 20.00 | 105.40 |
|
| Vici Pptys (VICI) | 0.0 | $2.1k | NEW | 63.00 | 33.32 |
|
| Fulton Financial (FULT) | 0.0 | $2.1k | NEW | 113.00 | 18.18 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.1k | NEW | 100.00 | 20.51 |
|
| Nike CL B (NKE) | 0.0 | $1.9k | NEW | 22.00 | 88.41 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.8k | NEW | 4.00 | 451.00 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $1.7k | NEW | 28.00 | 61.61 |
|
| Diamondback Energy (FANG) | 0.0 | $1.7k | NEW | 10.00 | 172.40 |
|
| Omni (OMC) | 0.0 | $1.7k | NEW | 16.00 | 104.19 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $1.7k | NEW | 46.00 | 36.15 |
|
| Alcoa (AA) | 0.0 | $1.6k | NEW | 42.00 | 38.57 |
|
| Halliburton Company (HAL) | 0.0 | $1.6k | NEW | 55.00 | 29.05 |
|
| Consolidated Edison (ED) | 0.0 | $1.6k | NEW | 15.00 | 104.13 |
|
| Oneok (OKE) | 0.0 | $1.4k | NEW | 15.00 | 91.13 |
|
| Fortis (FTS) | 0.0 | $1.3k | NEW | 29.00 | 45.45 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.3k | NEW | 54.00 | 24.39 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.3k | NEW | 27.00 | 47.74 |
|
| Align Technology (ALGN) | 0.0 | $1.3k | NEW | 5.00 | 254.40 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $1.1k | NEW | 13.00 | 84.92 |
|
| ON Semiconductor (ON) | 0.0 | $1.1k | NEW | 15.00 | 72.60 |
|
| Hess (HES) | 0.0 | $1.1k | NEW | 8.00 | 135.75 |
|
| Knife River Corp Common Stock (KNF) | 0.0 | $1.1k | NEW | 12.00 | 89.42 |
|
| Ross Stores (ROST) | 0.0 | $1.1k | NEW | 7.00 | 150.57 |
|
| Aon Shs Cl A (AON) | 0.0 | $1.0k | NEW | 3.00 | 346.00 |
|
| AFLAC Incorporated (AFL) | 0.0 | $1.0k | NEW | 9.00 | 111.78 |
|
| Skyworks Solutions (SWKS) | 0.0 | $988.000000 | NEW | 10.00 | 98.80 |
|
| Cummins (CMI) | 0.0 | $971.000100 | NEW | 3.00 | 323.67 |
|
| Stride (LRN) | 0.0 | $937.999700 | NEW | 11.00 | 85.27 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $901.000800 | NEW | 18.00 | 50.06 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $892.000000 | NEW | 4.00 | 223.00 |
|
| International Business Machines (IBM) | 0.0 | $884.000000 | NEW | 4.00 | 221.00 |
|
| Deere & Company (DE) | 0.0 | $835.000000 | NEW | 2.00 | 417.50 |
|
| Cintas Corporation (CTAS) | 0.0 | $824.000000 | NEW | 4.00 | 206.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $792.000000 | NEW | 96.00 | 8.25 |
|
| Verisign (VRSN) | 0.0 | $760.000000 | NEW | 4.00 | 190.00 |
|
| Hologic (HOLX) | 0.0 | $732.999600 | NEW | 9.00 | 81.44 |
|
| Yum! Brands (YUM) | 0.0 | $699.000000 | NEW | 5.00 | 139.80 |
|
| Molina Healthcare (MOH) | 0.0 | $689.000000 | NEW | 2.00 | 344.50 |
|
| Simon Property (SPG) | 0.0 | $676.000000 | NEW | 4.00 | 169.00 |
|
| Fidelity National Information Services (FIS) | 0.0 | $670.000000 | NEW | 8.00 | 83.75 |
|
| Eaton Corp SHS (ETN) | 0.0 | $663.000000 | NEW | 2.00 | 331.50 |
|
| Clorox Company (CLX) | 0.0 | $652.000000 | NEW | 4.00 | 163.00 |
|
| CBOE Holdings (CBOE) | 0.0 | $615.000000 | NEW | 3.00 | 205.00 |
|
| Zoetis Cl A (ZTS) | 0.0 | $585.999900 | NEW | 3.00 | 195.33 |
|
| 3M Company (MMM) | 0.0 | $547.000000 | NEW | 4.00 | 136.75 |
|
| Ametek (AME) | 0.0 | $515.000100 | NEW | 3.00 | 171.67 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $505.000000 | NEW | 1.00 | 505.00 |
|
| AvalonBay Communities (AVB) | 0.0 | $455.000000 | NEW | 2.00 | 227.50 |
|
| Medtronic SHS (MDT) | 0.0 | $450.000000 | NEW | 5.00 | 90.00 |
|
| T. Rowe Price (TROW) | 0.0 | $436.000000 | NEW | 4.00 | 109.00 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $416.000100 | NEW | 3.00 | 138.67 |
|
| Entergy Corporation (ETR) | 0.0 | $395.000100 | NEW | 3.00 | 131.67 |
|
| Kkr & Co (KKR) | 0.0 | $392.000100 | NEW | 3.00 | 130.67 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $358.000200 | NEW | 6.00 | 59.67 |
|
| Crown Castle Intl (CCI) | 0.0 | $356.000100 | NEW | 3.00 | 118.67 |
|
| Iron Mountain (IRM) | 0.0 | $356.000100 | NEW | 3.00 | 118.67 |
|
| Edison International (EIX) | 0.0 | $352.000000 | NEW | 4.00 | 88.00 |
|
| Invitation Homes (INVH) | 0.0 | $338.000000 | NEW | 10.00 | 33.80 |
|
| Citizens Financial (CFG) | 0.0 | $329.000000 | NEW | 8.00 | 41.12 |
|
| Rollins (ROL) | 0.0 | $303.000000 | NEW | 6.00 | 50.50 |
|
| Pentair SHS (PNR) | 0.0 | $303.000000 | NEW | 3.00 | 101.00 |
|
| West Pharmaceutical Services (WST) | 0.0 | $300.000000 | NEW | 1.00 | 300.00 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $287.000000 | NEW | 4.00 | 71.75 |
|
| Exelon Corporation (EXC) | 0.0 | $283.999800 | NEW | 7.00 | 40.57 |
|
| Xylem (XYL) | 0.0 | $270.000000 | NEW | 2.00 | 135.00 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $263.000000 | NEW | 2.00 | 131.50 |
|
| Fifth Third Ban (FITB) | 0.0 | $258.000000 | NEW | 6.00 | 43.00 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $258.000000 | NEW | 1.00 | 258.00 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $257.000400 | NEW | 36.00 | 7.14 |
|
| Iqvia Holdings (IQV) | 0.0 | $237.000000 | NEW | 1.00 | 237.00 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $223.000000 | NEW | 1.00 | 223.00 |
|
| Allstate Corporation (ALL) | 0.0 | $190.000000 | NEW | 1.00 | 190.00 |
|
| Udr (UDR) | 0.0 | $168.000000 | NEW | 4.00 | 42.00 |
|
| Amcor Ord (AMCR) | 0.0 | $147.000100 | NEW | 13.00 | 11.31 |
|
| Monster Beverage Corp (MNST) | 0.0 | $104.000000 | NEW | 2.00 | 52.00 |
|
| Nio Spon Ads (NIO) | 0.0 | $100.000500 | NEW | 15.00 | 6.67 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $87.000000 | NEW | 2.00 | 43.50 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $55.000000 | NEW | 1.00 | 55.00 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $53.000000 | NEW | 1.00 | 53.00 |
|
| Colfax Corp (ENOV) | 0.0 | $43.000000 | NEW | 1.00 | 43.00 |
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.0 | $40.000000 | NEW | 2.00 | 20.00 |
|
| Altria (MO) | 0.0 | $28.000000 | NEW | 1.00 | 28.00 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $15.000000 | NEW | 1.00 | 15.00 |
|
| Tilray (TLRY) | 0.0 | $4.000000 | NEW | 2.00 | 2.00 |
|
| RPM International (RPM) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Zimmer Holdings (ZBH) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Werner Enterprises (WERN) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Dollar General (DG) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Stag Industrial (STAG) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Reston Wealth Management
SEC 13F filings are viewable for Reston Wealth Management going back to 2018
- Reston Wealth Management 2024 Q3 filed Oct. 28, 2024
- Reston Wealth Management 2024 Q2 filed July 30, 2024
- Reston Wealth Management 2024 Q1 filed May 9, 2024
- Reston Wealth Management 2023 Q4 filed Jan. 24, 2024
- Reston Wealth Management 2023 Q3 filed Oct. 20, 2023
- Reston Wealth Management 2023 Q2 filed Aug. 7, 2023
- Reston Wealth Management 2023 Q1 filed May 8, 2023
- Reston Wealth Management 2022 Q4 restated filed March 2, 2023
- Reston Wealth Management 2022 Q4 filed Feb. 14, 2023
- Reston Wealth Management 2022 Q3 filed Nov. 14, 2022
- Reston Wealth Management 2022 Q2 filed July 28, 2022
- Reston Wealth Management 2022 Q1 filed May 4, 2022
- Reston Wealth Management 2021 Q4 filed Feb. 9, 2022
- Reston Wealth Management 2021 Q3 filed Oct. 19, 2021
- Reston Wealth Management 2021 Q2 filed Aug. 5, 2021
- Reston Wealth Management 2021 Q1 filed May 10, 2021