Richardson Financial Services

Latest statistics and disclosures from Richardson Financial Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 377 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
SPDR S&P 500 Etf - Equity (SPLG) 6.3 $7.2M 129k 55.90
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Apple Common Stocks (AAPL) 4.4 $5.0M 26k 192.53
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Vanguard Value Etf Etf - Equity (VTV) 3.8 $4.3M 29k 149.50
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Spdr S&p Developed World Ex-us Etf - Equity (SPDW) 2.7 $3.1M 90k 34.01
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Vanguard Growth Etf Etf - Equity (VUG) 2.6 $3.0M 9.5k 310.88
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Spdr Portfolio Emerging Markets Etf - Equity (SPEM) 2.3 $2.6M 74k 35.41
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Ishares High Yield Corp Etf - Fixed Income (HYG) 2.1 $2.4M 31k 77.39
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Vanguard Small Cap Growth Etf Etf - Equity (VBK) 1.9 $2.2M 9.0k 241.76
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Microsoft Corporation Common Stocks (MSFT) 1.9 $2.1M 5.6k 376.04
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Ishares Core Msci Emerging Mkts Etf - Equity (IEMG) 1.6 $1.9M 37k 50.58
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Spdr S&p 600 Small Cap Etf - Equity (SPSM) 1.4 $1.6M 37k 42.18
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Ishares Core Msci Pacific Etf Etf - Equity (IPAC) 1.3 $1.4M 24k 59.51
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Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG) 1.2 $1.4M 32k 42.22
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Amazon.com Common Stocks (AMZN) 1.1 $1.3M 8.3k 151.94
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Unitedhealth Group Common Stocks (UNH) 1.1 $1.2M 2.4k 526.47
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Ishares Core Msci Europe Etf Etf - Equity (IEUR) 1.1 $1.2M 22k 55.02
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Visa Inc Cl A Common Stocks (V) 1.1 $1.2M 4.6k 260.35
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Alphabet Inc A Common Stocks (GOOGL) 1.0 $1.1M 8.1k 139.69
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Mastercard Inc A Common Stocks (MA) 1.0 $1.1M 2.6k 426.51
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Home Depot Common Stocks (HD) 0.9 $1.0M 3.0k 346.55
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Pimco 0-5 Year Hi Yld Corp Bond Idx Etf - Fixed Income (HYS) 0.9 $1.0M 11k 93.08
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Cintas Corp Common Stocks (CTAS) 0.9 $1.0M 1.7k 602.66
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T-mobile Us Common Stocks (TMUS) 0.9 $1.0M 6.4k 160.33
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Ishares Core Total Usd Bd Mkt Etf Etf - Fixed Income (IUSB) 0.9 $1.0M 22k 46.07
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Spdr 400 Mid Cap Etf - Equity (SPMD) 0.9 $1.0M 21k 48.72
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Adobe Common Stocks (ADBE) 0.9 $1.0M 1.7k 596.60
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Ishares Treasury Floatng Rate Bd Etf Etf - Fixed Income (TFLO) 0.9 $979k 19k 50.47
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Spdr S&p 500 Etf Etf - Equity (SPY) 0.9 $974k 2.1k 475.31
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Nvidia Corporation Common Stocks (NVDA) 0.8 $930k 1.9k 495.22
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Communication Svcs Select Sector Spdr Etf - Equity (XLC) 0.8 $916k 13k 72.66
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Mcdonalds Corp Common Stocks (MCD) 0.8 $911k 3.1k 296.51
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Tech Sel Sect Spdr Etf Etf - Equity (XLK) 0.8 $902k 4.7k 192.48
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Vanguard Small Cap Value Etf Etf - Equity (VBR) 0.8 $902k 5.0k 179.98
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Energy Select Sector Spdr Etf - Equity (XLE) 0.8 $898k 11k 83.84
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Spdr Blackstone Gso Senior Loan Etf - Fixed Income (SRLN) 0.8 $870k 21k 41.93
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Costco Wholesale Corporation Common Stocks (COST) 0.8 $859k 1.3k 660.08
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Vanguard S&p 500 Etf - Equity (VOO) 0.7 $850k 1.9k 436.80
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Jpmorgan Chase & Co Common Stocks (JPM) 0.7 $836k 4.9k 170.10
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Pfizer Common Stocks (PFE) 0.7 $821k 29k 28.79
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Thermo Fisher Scientific Common Stocks (TMO) 0.7 $814k 1.5k 530.79
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Synopsys Common Stocks (SNPS) 0.7 $790k 1.5k 514.91
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Spdr Portfolio Aggregate Bnd Etf - Fixed Income (SPAB) 0.7 $782k 31k 25.64
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Vanguard Ftse All-wld Ex-u.s.smcp Etf - Equity (VSS) 0.7 $773k 6.7k 115.03
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Spdr S&p Int'l Small Cap Etf - Equity (GWX) 0.7 $754k 24k 31.76
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Pepsico Common Stocks (PEP) 0.7 $743k 4.4k 169.84
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Spdr Doubleline Total Return Tact Etf - Fixed Income (TOTL) 0.6 $735k 18k 40.25
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Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB) 0.6 $727k 8.2k 89.04
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Vanguard Reit Index Etf - Equity (VNQ) 0.6 $677k 7.7k 88.36
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Spdr Portfolio Lng Trm Treas Etf - Fixed Income (SPTL) 0.6 $677k 23k 29.02
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Ishares Tr Msci Usa Min Vol Etf - Equity (USMV) 0.6 $667k 8.5k 78.03
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Walmart Common Stocks (WMT) 0.6 $647k 4.1k 157.65
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Anheuser-busch Foreign Common Stocks (BUD) 0.6 $637k 9.9k 64.62
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Quanta Services Common Stocks (PWR) 0.5 $623k 2.9k 215.80
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Berkshire Hathaway, Inc. Cl B Common Stocks (BRK.B) 0.5 $622k 1.7k 356.66
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Spdr Gold Trust Gold Etf Etf - Equity (GLD) 0.5 $620k 3.2k 191.17
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Asml Holding Nv Foreign Common Stocks (ASML) 0.5 $617k 815.00 756.92
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Spdr Port Inter Trm Trsry Etf Etf - Fixed Income (SPTI) 0.5 $608k 21k 28.56
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Roper Technologies Common Stocks (ROP) 0.5 $602k 1.1k 545.17
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Ishares Msci Switzerland Index Etf - Equity (EWL) 0.5 $590k 12k 48.27
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Vanguard Small Cap Etf Etf - Equity (VB) 0.5 $562k 2.6k 213.33
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Ishares Core S&p Mid Cap Etf Etf - Equity (IJH) 0.5 $553k 2.0k 277.15
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Walt Disney Common Stocks (DIS) 0.5 $551k 6.1k 90.29
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Nxp Semiconductors Nv Foreign Common Stocks (NXPI) 0.5 $549k 2.4k 229.68
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Eog Resources Common Stocks (EOG) 0.5 $535k 4.4k 120.95
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Trane Technologies Foreign Common Stocks (TT) 0.5 $519k 2.1k 243.90
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Nextera Energy Common Stocks (NEE) 0.5 $515k 8.5k 60.74
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Amer Water Works Company Common Stocks (AWK) 0.5 $514k 3.9k 131.99
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Zoetis Common Stocks (ZTS) 0.4 $506k 2.6k 197.37
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Spdr Nuveen Bloomberg Muni Bond Etf - Fixed Income (TFI) 0.4 $503k 11k 47.00
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Jpmorgan Beta Bldrs Canada Etf - Equity (BBCA) 0.4 $495k 7.7k 64.12
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Qorvo Common Stocks (QRVO) 0.4 $463k 4.1k 112.61
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Cme Group Inc Cl A Common Stocks (CME) 0.4 $461k 2.2k 210.60
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Vanguard Mid-cap Value Etf Etf - Equity (VOE) 0.4 $458k 3.2k 145.01
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Ishares Core Msci Eafe Etf - Equity (IEFA) 0.4 $452k 6.4k 70.35
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Tjx Cos Common Stocks (TJX) 0.4 $448k 4.8k 93.81
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Northrop Grumman Corp Common Stocks (NOC) 0.4 $440k 940.00 468.14
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Amgen Common Stocks (AMGN) 0.4 $429k 1.5k 288.02
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Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS) 0.4 $427k 5.0k 85.89
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S&p Global Common Stocks (SPGI) 0.4 $421k 956.00 440.52
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Vanguard Mega Cap Growth Etf Etf - Equity (MGK) 0.3 $396k 1.5k 259.51
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Salesforce Common Stocks (CRM) 0.3 $394k 1.5k 263.14
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Tesla Common Stocks (TSLA) 0.3 $392k 1.6k 248.48
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Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK) 0.3 $392k 4.1k 94.73
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Vaneck Etf Trust High Yield Muni Etf - Fixed Income (HYD) 0.3 $391k 7.6k 51.63
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Parker Hannifin Corp Common Stocks (PH) 0.3 $390k 847.00 460.70
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Equinix Common Stocks (EQIX) 0.3 $388k 482.00 805.39
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Ishares Broad Usd High Yield Corp Bond Etf - Fixed Income (USHY) 0.3 $385k 11k 36.35
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Linde Foreign Common Stocks (LIN) 0.3 $382k 929.00 410.71
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Spdr Bloomberg Barclays Em Local Bd Etf - Fixed Income (EBND) 0.3 $378k 18k 21.24
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Palo Alto Networks Common Stocks (PANW) 0.3 $372k 1.3k 294.88
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Jpmorgan Beta Builders Intl Etf - Equity (BBIN) 0.3 $362k 6.4k 56.93
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Spdr Barclays 1-3 Month T Bill Etf - Fixed Income (BIL) 0.3 $348k 3.8k 91.39
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Spdr Bloomberg 1 10 Yr Tips Etf Etf - Fixed Income (TIPX) 0.3 $347k 19k 18.59
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American Tower Corporation Common Stocks (AMT) 0.3 $347k 1.6k 215.88
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Exxon Mobil Corporation Common Stocks (XOM) 0.3 $342k 3.4k 99.98
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Accenture Common Stocks (ACN) 0.3 $332k 946.00 350.91
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Gilead Sciences Common Stocks (GILD) 0.3 $321k 4.0k 81.01
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Ishares Russell Mid Cap Value Etf Etf - Equity (IWS) 0.3 $313k 2.7k 116.29
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Hca Healthcare Common Stocks (HCA) 0.3 $296k 1.1k 270.68
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Chevron Corp Common Stocks (CVX) 0.3 $294k 2.0k 149.16
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Vanguard Mega Cap Value Etf Etf - Equity (MGV) 0.3 $292k 2.7k 109.37
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Duke Energy Corp Common Stocks (DUK) 0.2 $271k 2.8k 97.04
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Spdr Gold Minishares Etf - Equity (GLDM) 0.2 $256k 6.3k 40.91
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Verizon Communications Common Stocks (VZ) 0.2 $255k 6.8k 37.70
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Fifth Third Bancorp Common Stocks (FITB) 0.2 $253k 7.3k 34.49
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Ishares Inv Grade Corp Bond Etf - Fixed Income (LQD) 0.2 $252k 2.3k 110.64
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Williams Common Stocks (WMB) 0.2 $245k 7.0k 34.83
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Procter & Gamble Common Stocks (PG) 0.2 $244k 1.7k 146.54
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Vertex Pharms Common Stocks (VRTX) 0.2 $243k 597.00 406.89
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Vanguard Global Ex-us Real Estate Etf - Equity (VNQI) 0.2 $242k 5.7k 42.59
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Amer Elec Pwr Common Stocks (AEP) 0.2 $241k 3.0k 81.22
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At&t Common Stocks (T) 0.2 $237k 14k 16.78
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U S Bancorp De Common Stocks (USB) 0.2 $237k 5.5k 43.28
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Lockheed Martin Corp Common Stocks (LMT) 0.2 $233k 515.00 453.24
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Prologis Real Estate Investment (PLD) 0.2 $232k 1.7k 133.30
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Intl Paper Company Common Stocks (IP) 0.2 $232k 6.4k 36.15
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Entergy Corp Common Stocks (ETR) 0.2 $229k 2.3k 101.19
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First Trust Senior Loan Etf - Fixed Income (FTSL) 0.2 $224k 4.9k 46.07
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Emerson Electric Common Stocks (EMR) 0.2 $222k 2.3k 97.33
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Starbucks Corp Common Stocks (SBUX) 0.2 $222k 2.3k 96.01
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Vanguard Total Int'l Bond Etf Etf - Fixed Income (BNDX) 0.2 $217k 4.4k 49.37
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Philip Morris International Common Stocks (PM) 0.2 $217k 2.3k 94.08
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Intl Business Machs Corp Common Stocks (IBM) 0.2 $215k 1.3k 163.55
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Metlife Common Stocks (MET) 0.2 $214k 3.2k 66.13
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Vanguard Total Bond Market Etf Etf - Fixed Income (BND) 0.2 $208k 2.8k 73.55
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Coca Cola Company Common Stocks (KO) 0.2 $208k 3.5k 58.93
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Cincinnati Finl Corp Common Stocks (CINF) 0.2 $205k 2.0k 103.46
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Abbvie Common Stocks (ABBV) 0.2 $196k 1.3k 154.97
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Altria Group Common Stocks (MO) 0.2 $194k 4.8k 40.34
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Citizens Financial Group Common Stocks (CFG) 0.2 $194k 5.9k 33.14
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Ares Capital Corp Bdc Common Stocks (ARCC) 0.2 $189k 9.4k 20.03
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Merck & Company Common Stocks (MRK) 0.2 $188k 1.7k 109.02
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Lyondellbasell Industries Nv Foreign Common Stocks (LYB) 0.2 $184k 1.9k 95.08
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Marathon Petroleum Corp Common Stocks (MPC) 0.2 $179k 1.2k 148.36
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Dte Energy Company Common Stocks (DTE) 0.2 $178k 1.6k 110.26
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Hartford Finl Services Group Common Stocks (HIG) 0.2 $177k 2.2k 80.38
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Sonoco Products Common Stocks (SON) 0.2 $177k 3.2k 55.87
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Sempra Common Stocks (SRE) 0.2 $177k 2.4k 74.73
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Spdr Nuveen Barclays St Muni Bond Etf - Fixed Income (SHM) 0.2 $175k 3.7k 47.79
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Firstenergy Corp Common Stocks (FE) 0.2 $173k 4.7k 36.66
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Ishares 10 Yr Inv Bond Etf - Fixed Income (IGLB) 0.1 $171k 3.2k 52.70
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Cisco Systems Common Stocks (CSCO) 0.1 $168k 3.3k 50.52
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Ishares Tr Msci Eafe Min Vl Etf - Equity (EFAV) 0.1 $167k 2.4k 69.35
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Dominion Energy Foreign Common Stocks (D) 0.1 $160k 3.4k 47.00
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Ishares Msci Canada Index Etf - Equity (EWC) 0.1 $159k 4.3k 36.68
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General Mills Common Stocks (GIS) 0.1 $156k 2.4k 65.14
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Vanguard Extended Market Index Etf Etf - Equity (VXF) 0.1 $151k 917.00 164.42
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Eversource Energy Common Stocks (ES) 0.1 $148k 2.4k 61.72
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Invesco National Amt Free Muni Bond Etf - Fixed Income (PZA) 0.1 $147k 6.1k 24.18
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Nisource Common Stocks (NI) 0.1 $147k 5.5k 26.55
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Genuine Parts Common Stocks (GPC) 0.1 $145k 1.1k 138.50
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Automatic Data Processing Common Stocks (ADP) 0.1 $145k 624.00 232.97
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Ishares Barclays Mbs Fixed-rate Bond Etf - Fixed Income (MBB) 0.1 $145k 1.5k 94.08
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Public Service Enter Group Common Stocks (PEG) 0.1 $144k 2.4k 61.15
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Interpublic Group Common Stocks (IPG) 0.1 $136k 4.2k 32.64
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Schwab U.s. Tips Etf - Fixed Income (SCHP) 0.1 $135k 2.6k 52.20
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Ford Motor Common Stocks (F) 0.1 $132k 11k 12.19
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Jpm Betabuilders Usd Etf Etf - Fixed Income (BBHY) 0.1 $126k 2.7k 45.92
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Fnf Group Common Stocks (FNF) 0.1 $121k 2.4k 51.02
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Stryker Corp Common Stocks (SYK) 0.1 $121k 405.00 299.46
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Ishares S&p National Amt-free Mun Etf - Fixed Income (MUB) 0.1 $121k 1.1k 108.41
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Nike Inc B Common Stocks (NKE) 0.1 $119k 1.1k 108.57
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Vanguard Mid Cap Etf Etf - Equity (VO) 0.1 $116k 499.00 232.64
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Ishares Us Treasury Bond Etf - Fixed Income (GOVT) 0.1 $116k 5.0k 23.04
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Biogen Idec Common Stocks (BIIB) 0.1 $113k 437.00 258.77
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Citigroup Common Stocks (C) 0.1 $110k 2.1k 51.44
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Principal Financial Group Common Stocks (PFG) 0.1 $110k 1.4k 78.67
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Pioneer Natural Res Common Stocks (PXD) 0.1 $106k 471.00 224.88
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Nnn Reit Common Stocks (NNN) 0.1 $105k 2.4k 43.10
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Franklin Resources Common Stocks (BEN) 0.1 $104k 3.5k 29.79
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Ishares Barclays 10-20 Year Treas Bd Etf - Fixed Income (TLH) 0.1 $103k 949.00 108.26
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Regions Financial Corp Common Stocks (RF) 0.1 $101k 5.2k 19.38
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Csx Corp Common Stocks (CSX) 0.1 $100k 2.9k 34.67
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Spdr Dow Jones Int'l Real Estate Etf - Equity (RWX) 0.1 $100k 3.7k 27.29
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Spdr Dow Jones Reit Etf - Equity (RWR) 0.1 $100k 1.0k 95.32
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The Wendy's Company Common Stocks (WEN) 0.1 $99k 5.1k 19.48
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Wec Energy Grp Common Stocks (WEC) 0.1 $99k 1.2k 84.17
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Ishares S&p Small Cap 600/barra Value Etf - Equity (IJS) 0.1 $99k 958.00 103.07
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Watsco Inc A Common Stocks (WSO) 0.1 $99k 230.00 428.47
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Ishares Russell 2000 Index Etf - Equity (IWM) 0.1 $98k 490.00 200.71
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Vanguard Mid-cap Growth Etf Etf - Equity (VOT) 0.1 $94k 430.00 219.57
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Paychex Common Stocks (PAYX) 0.1 $89k 745.00 119.11
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Chubb Foreign Common Stocks (CB) 0.1 $87k 385.00 226.00
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Unum Group Common Stocks (UNM) 0.1 $84k 1.9k 45.22
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Nvent Electric Foreign Common Stocks (NVT) 0.1 $83k 1.4k 59.09
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Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS) 0.1 $80k 1.7k 46.36
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HP Common Stocks (HPQ) 0.1 $76k 2.5k 30.09
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Spdr Portfolio S&p 500 Value Etf - Equity (SPYV) 0.1 $76k 1.6k 46.63
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Analog Devices Common Stocks (ADI) 0.1 $76k 381.00 198.56
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Pentair Foreign Common Stocks (PNR) 0.1 $75k 1.0k 72.71
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Pultegroup Common Stocks (PHM) 0.1 $74k 715.00 103.22
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Kla Corp Common Stocks (KLAC) 0.1 $73k 125.00 581.30
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Vanguard Interm-tm Corp Bd Idx Etf - Fixed Income (VCIT) 0.1 $71k 872.00 81.28
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Whirlpool Corp Common Stocks (WHR) 0.1 $70k 575.00 121.77
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Bio-techne Corp Common Stocks (TECH) 0.1 $68k 880.00 77.16
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Schlumberger Foreign Common Stocks (SLB) 0.1 $68k 1.3k 52.04
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Comcast Corporation Common Stocks (CMCSA) 0.1 $67k 1.5k 43.85
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Ishares Broad Usd Invest Grade Bd Etf - Fixed Income (USIG) 0.1 $67k 1.3k 51.26
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Broadcom Common Stocks (AVGO) 0.1 $67k 60.00 1116.25
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Edwards Lifesciences Corp Common Stocks (EW) 0.1 $64k 840.00 76.25
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Aflac Common Stocks (AFL) 0.1 $62k 753.00 82.50
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Ishares Russell Top 200 Growth Etf Etf - Equity (IWY) 0.1 $58k 330.00 175.22
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Inv Optimum Yld K1 Etf Etf - Equity (PDBC) 0.1 $58k 4.3k 13.30
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Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM) 0.0 $56k 358.00 156.89
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Spdr Barclays Short Term High Yield Bond Etf - Fixed Income (SJNK) 0.0 $55k 2.2k 25.14
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Morgan Stanley Common Stocks (MS) 0.0 $55k 585.00 93.25
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Johnson & Johnson Common Stocks (JNJ) 0.0 $54k 343.00 156.74
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Spdr S/t Treasury Etf Etf - Fixed Income (SPTS) 0.0 $53k 1.8k 29.05
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Amern Express Common Stocks (AXP) 0.0 $51k 274.00 187.34
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Federal Rlty Invt Tr Common Stocks (FRT) 0.0 $51k 492.00 103.05
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Clorox Company Common Stocks (CLX) 0.0 $51k 355.00 142.59
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Ishares Core S&p 500 Etf Etf - Equity (IVV) 0.0 $49k 103.00 477.63
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Ishares Dow Jones Select Dividend Etf - Equity (DVY) 0.0 $49k 419.00 117.22
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Wells Fargo & Company Common Stocks (WFC) 0.0 $49k 995.00 49.22
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Williams Sonoma Common Stocks (WSM) 0.0 $48k 236.00 201.78
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Seagate Tech Hldgs Foreign Common Stocks (STX) 0.0 $47k 550.00 85.37
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CRH Foreign Common Stocks (CRH) 0.0 $47k 674.00 69.16
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Bank Of America Corp Common Stocks (BAC) 0.0 $47k 1.4k 33.67
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Valero Energy Corporation Common Stocks (VLO) 0.0 $46k 355.00 130.00
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Intel Corporation Common Stocks (INTC) 0.0 $46k 915.00 50.25
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Blackrock Common Stocks (BLK) 0.0 $45k 55.00 811.80
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Eli Lilly & Co Common Stocks (LLY) 0.0 $43k 74.00 582.92
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Applied Materials Common Stocks (AMAT) 0.0 $43k 266.00 162.07
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Fortive Corp Common Stocks (FTV) 0.0 $43k 581.00 73.63
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Snowflake Inc A Common Stocks (SNOW) 0.0 $43k 214.00 199.00
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Danaher Corp Common Stocks (DHR) 0.0 $42k 182.00 231.34
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Invesco Senior Loan Etf - Fixed Income (BKLN) 0.0 $42k 2.0k 21.18
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Goldman Sachs Group Common Stocks (GS) 0.0 $41k 105.00 385.77
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Invesco Nasdaq 100 Etf Etf - Equity (QQQM) 0.0 $41k 240.00 168.54
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GSK Common Stocks (GSK) 0.0 $40k 1.1k 37.06
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Ishares Core S&p Small-cap Etf Etf - Equity (IJR) 0.0 $39k 364.00 108.25
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Southern Company Common Stocks (SO) 0.0 $39k 558.00 70.12
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Vipshop Hldgs Foreign Common Stocks (VIPS) 0.0 $39k 2.2k 17.76
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Novo Nordisk As Foreign Common Stocks (NVO) 0.0 $38k 369.00 103.45
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Toyota Motor Adr Rep 10 Corp Foreign Common Stocks (TM) 0.0 $37k 202.00 183.38
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H&r Block Common Stocks (HRB) 0.0 $37k 756.00 48.37
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First Horizon Corp Common Stocks (FHN) 0.0 $35k 2.5k 14.16
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Spdr S&p 400 Mid Cap Value Etf Etf - Equity (MDYV) 0.0 $35k 479.00 73.38
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Taiwan Semicon Mfg Foreign Common Stocks (TSM) 0.0 $35k 334.00 104.00
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Flex Foreign Common Stocks (FLEX) 0.0 $34k 1.1k 30.46
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Spdr Barclays Int'l Treas Bond Etf - Fixed Income (BWX) 0.0 $34k 1.5k 23.18
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Alphabet Inc C Common Stocks (GOOG) 0.0 $34k 240.00 140.93
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Check Point Sftware Tech Foreign Common Stocks (CHKP) 0.0 $34k 219.00 152.79
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Arch Capital Group Common Stocks (ACGL) 0.0 $33k 438.00 74.27
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Ishares Russell Mid Cap Growth Etf Etf - Equity (IWP) 0.0 $32k 304.00 104.46
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Mckesson Corporation Common Stocks (MCK) 0.0 $31k 67.00 462.99
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Lululemon Athletica Common Stocks (LULU) 0.0 $31k 60.00 511.28
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Jp Mrgan Betabuild Us Sml Cp Eqy Etf Etf - Equity (BBSC) 0.0 $31k 497.00 61.48
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Vale Sa Foreign Common Stocks (VALE) 0.0 $31k 1.9k 15.86
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Crown Castle Common Stocks (CCI) 0.0 $30k 260.00 115.19
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Omnicom Group Common Stocks (OMC) 0.0 $29k 340.00 86.51
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Abbott Laboratories Common Stocks (ABT) 0.0 $29k 263.00 110.07
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Ppg Industries Common Stocks (PPG) 0.0 $29k 191.00 149.55
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Ing Groep Nv Foreign Common Stocks (ING) 0.0 $28k 1.9k 15.02
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Ishares S&p Small Cap 600/barra Growth Etf - Equity (IJT) 0.0 $28k 224.00 125.14
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Hsbc Hldgs Plc Spons Foreign Common Stocks (HSBC) 0.0 $27k 675.00 40.54
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Element Solutions Common Stocks (ESI) 0.0 $27k 1.2k 23.14
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Caterpillar Common Stocks (CAT) 0.0 $27k 92.00 295.67
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Nextera Energy Partners Common Stocks (NEP) 0.0 $27k 890.00 30.41
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Arthur J Gallagher Common Stocks (AJG) 0.0 $27k 120.00 224.88
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Novartis Foreign Common Stocks (NVS) 0.0 $26k 257.00 100.97
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Texas Instruments Common Stocks (TXN) 0.0 $26k 150.00 170.46
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Icon Foreign Common Stocks (ICLR) 0.0 $26k 90.00 283.07
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General Dynamics Corp Common Stocks (GD) 0.0 $25k 97.00 259.67
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Ferguson Foreign Common Stocks (FERG) 0.0 $25k 129.00 193.07
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Suncor Energy Foreign Common Stocks (SU) 0.0 $25k 771.00 32.04
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Waste Management Common Stocks (WM) 0.0 $24k 133.00 179.10
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Simon Ppty Grp Common Stocks (SPG) 0.0 $23k 160.00 142.64
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Emcor Group Common Stocks (EME) 0.0 $22k 104.00 215.43
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Everest Group Common Stocks (EG) 0.0 $22k 63.00 353.59
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General Motors Common Stocks (GM) 0.0 $22k 620.00 35.92
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Becton Dickinson & Co Common Stocks (BDX) 0.0 $22k 91.00 243.84
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Cgi Inc A Sub Vtg Foreign Common Stocks (GIB) 0.0 $21k 196.00 107.21
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Ensign Group Common Stocks (ENSG) 0.0 $21k 187.00 112.21
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Bunge Global Sa Foreign Common Stocks (BG) 0.0 $21k 207.00 100.95
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Coca-cola Europac Prtnrs Foreign Common Stocks (CCEP) 0.0 $21k 307.00 66.74
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Imperial Oil Foreign Common Stocks (IMO) 0.0 $19k 339.00 57.19
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Mgp Ingredients Common Stocks (MGPI) 0.0 $18k 181.00 98.52
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Evercore Inc A Common Stocks (EVR) 0.0 $17k 102.00 171.05
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Axcelis Technologies Common Stocks (ACLS) 0.0 $17k 133.00 129.69
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Spdr Portfolio Intermediate Term Bd Etf - Fixed Income (SPIB) 0.0 $17k 525.00 32.83
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Netease Foreign Common Stocks (NTES) 0.0 $17k 184.00 93.16
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Photronics Common Stocks (PLAB) 0.0 $17k 536.00 31.37
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Eagle Materials Common Stocks (EXP) 0.0 $16k 81.00 202.84
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Jpmorgan Intern Resrch Enh Eqt Etf Common Stocks (JIRE) 0.0 $16k 281.00 58.44
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Meta Platforms Inc A Common Stocks (META) 0.0 $16k 45.00 353.96
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Vanguard Ftse Developed Markets Etf - Equity (VEA) 0.0 $15k 309.00 47.90
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United Therapeutics Corporation Common Stocks (UTHR) 0.0 $15k 67.00 219.90
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Acuity Brands Common Stocks (AYI) 0.0 $15k 71.00 204.83
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Sprouts Farmers Market Common Stocks (SFM) 0.0 $14k 299.00 48.11
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Alibaba Group Holding Foreign Common Stocks (BABA) 0.0 $14k 185.00 77.51
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Owens Corning Common Stocks (OC) 0.0 $14k 91.00 148.23
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Integer Holdings Corp Common Stocks (ITGR) 0.0 $13k 129.00 99.08
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Cms Energy Corp Common Stocks (CMS) 0.0 $13k 220.00 58.07
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Eplus Common Stocks (PLUS) 0.0 $13k 157.00 79.84
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Core & Main Inc A Common Stocks (CNM) 0.0 $12k 301.00 40.41
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Sterling Infrastructure Common Stocks (STRL) 0.0 $12k 138.00 87.93
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Acushnet Holdings Corp Common Stocks (GOLF) 0.0 $12k 189.00 63.17
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Spdr Bloomberg Barclays Shrt Trm Bd Etf - Fixed Income (SPSB) 0.0 $12k 394.00 29.78
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Atkore Common Stocks (ATKR) 0.0 $12k 72.00 160.00
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Ufp Industries Common Stocks (UFPI) 0.0 $11k 87.00 125.55
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Crane Common Stocks (CR) 0.0 $11k 91.00 118.14
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Wintrust Financial Corp Common Stocks (WTFC) 0.0 $11k 115.00 92.75
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Lantheus Holdings Common Stocks (LNTH) 0.0 $11k 171.00 62.00
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Amphastar Pharmaceuticals Common Stocks (AMPH) 0.0 $11k 171.00 61.85
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Autozone Common Stocks (AZO) 0.0 $10k 4.00 2585.50
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Middleby Corp Common Stocks (MIDD) 0.0 $10k 68.00 147.18
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Summit Matls Inc A Common Stocks (SUM) 0.0 $10k 259.00 38.46
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Coterra Energy Common Stocks (CTRA) 0.0 $9.9k 389.00 25.52
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Arista Networks Common Stocks (ANET) 0.0 $9.9k 42.00 235.50
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Ulta Beauty Common Stocks (ULTA) 0.0 $9.8k 20.00 490.00
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Northern Oil & Gas Common Stocks (NOG) 0.0 $9.8k 264.00 37.07
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Evertec Foreign Common Stocks (EVTC) 0.0 $9.7k 238.00 40.94
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Marsh & Mclennan Cos Common Stocks (MMC) 0.0 $9.5k 50.00 189.48
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Entegris Common Stocks (ENTG) 0.0 $9.3k 78.00 119.82
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Snap On Common Stocks (SNA) 0.0 $9.2k 32.00 288.84
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Cencora Common Stocks (COR) 0.0 $9.2k 45.00 205.38
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Fiserv Common Stocks (FI) 0.0 $9.2k 69.00 132.84
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Cboe Global Markets Common Stocks (CBOE) 0.0 $9.1k 51.00 178.57
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Federated Hermes Common Stocks (FHI) 0.0 $8.9k 263.00 33.86
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Meritage Homes Corp Common Stocks (MTH) 0.0 $8.9k 51.00 174.20
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Slm Corp Common Stocks (SLM) 0.0 $8.8k 461.00 19.12
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Curtiss Wright Corp De Common Stocks (CW) 0.0 $8.7k 39.00 222.79
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Elevance Health Common Stocks (ELV) 0.0 $8.5k 18.00 471.56
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Catalyst Pharmaceuticals Common Stocks (CPRX) 0.0 $8.3k 493.00 16.81
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Popular Common Stocks (BPOP) 0.0 $8.2k 100.00 82.07
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Spdr Portfolio Long Term Corp Bd Etf - Fixed Income (SPLB) 0.0 $7.8k 329.00 23.79
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Malibu Boats Inc Cl A Common Stocks (MBUU) 0.0 $7.8k 142.00 54.82
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Ft Low Duration Opps Etf - Fixed Income (LMBS) 0.0 $7.8k 161.00 48.32
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Ishares S&p U.s. Pfd Stock Index Etf - Equity (PFF) 0.0 $7.7k 247.00 31.19
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Group 1 Automotive Common Stocks (GPI) 0.0 $7.6k 25.00 304.76
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Vanguard Shrt-term Infl-prot Sec Idx Etf - Fixed Income (VTIP) 0.0 $7.5k 157.00 47.49
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Liberty Energy Inc A Common Stocks (LBRT) 0.0 $7.5k 411.00 18.14
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Mr Cooper Group Common Stocks (COOP) 0.0 $7.4k 114.00 65.12
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International Money Express Common Stocks (IMXI) 0.0 $7.4k 336.00 22.09
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Wex Common Stocks (WEX) 0.0 $7.4k 38.00 194.55
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Vontier Corp Common Stocks (VNT) 0.0 $7.4k 213.00 34.55
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Cabot Corp Common Stocks (CBT) 0.0 $7.3k 87.00 83.51
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Verisk Analytics Common Stocks (VRSK) 0.0 $7.2k 30.00 238.87
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D R Horton Common Stocks (DHI) 0.0 $7.1k 47.00 151.98
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H And E Equipment Services Common Stocks (HEES) 0.0 $7.1k 136.00 52.32
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Osi Systems Common Stocks (OSIS) 0.0 $7.1k 55.00 129.05
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Allison Transmission Holdings Common Stocks (ALSN) 0.0 $7.1k 122.00 58.15
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Arrow Electronics Common Stocks (ARW) 0.0 $7.1k 58.00 122.26
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Addus Homecare Corp Common Stocks (ADUS) 0.0 $7.0k 75.00 92.85
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Virtu Financial Common Stocks (VIRT) 0.0 $6.9k 343.00 20.26
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Ziff Davis Common Stocks (ZD) 0.0 $6.9k 103.00 67.19
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Essential Properties Realty Trus Common Stocks (EPRT) 0.0 $6.6k 257.00 25.56
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Perdoceo Education Corp Common Stocks (PRDO) 0.0 $6.5k 371.00 17.56
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Arcbest Corp Common Stocks (ARCB) 0.0 $6.5k 54.00 120.20
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Assurant Common Stocks (AIZ) 0.0 $6.2k 37.00 168.49
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Mid America Apt Communiti Reit Common Stocks (MAA) 0.0 $6.1k 45.00 134.47
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