Rsm Us Wealth Management
Latest statistics and disclosures from Choreo's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, IWF, AAPL, NVDA, and represent 20.71% of Choreo's stock portfolio.
- Added to shares of these 10 stocks: BND (+$27M), IEFA (+$14M), VOO (+$8.7M), AAPL (+$5.4M), JEPI (+$5.3M), DIA, SNPS, JEPQ, TSLA, HIBS.
- Started 148 new stock positions in CIBR, Box, JTEK, RRC, HMN, PDO, AGCO, CPK, CGNX, FIX.
- Reduced shares in these 10 stocks: BAC (-$11M), DFIV (-$8.6M), IWF (-$8.2M), DFUS, SCHX, DFUV, USRT, TFC, VUG, VTV.
- Sold out of its positions in ADMA, ADT, BCD, ADUS, ADC, AKRO, ALGN, ALGM, American Wtr Cap Corp, ANSS.
- Choreo was a net buyer of stock by $21M.
- Choreo has $7.7B in assets under management (AUM), dropping by 7.04%.
- Central Index Key (CIK): 0001679031
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Portfolio Holdings for Choreo
Choreo holds 1569 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Choreo has 1569 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Choreo Sept. 30, 2025 positions
- Download the Choreo September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 6.4 | $489M | 1.0M | 480.12 |
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| Vanguard Index Fds Value Etf (VTV) | 5.1 | $393M | 2.1M | 187.43 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.9 | $300M | -2% | 641k | 468.41 |
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| Apple (AAPL) | 3.1 | $240M | +2% | 943k | 254.63 |
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| NVIDIA Corporation (NVDA) | 2.2 | $168M | 900k | 186.59 |
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| Microsoft Corporation (MSFT) | 2.2 | $165M | 319k | 517.95 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.1 | $165M | 786k | 209.64 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $165M | +9% | 1.9M | 87.31 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.0 | $152M | 510k | 298.05 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $149M | 2.7M | 54.18 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $137M | +24% | 1.8M | 74.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $137M | +6% | 223k | 614.11 |
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| Bank of America Corporation (BAC) | 1.5 | $113M | -8% | 2.2M | 51.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $93M | 139k | 669.30 |
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| Amazon (AMZN) | 1.1 | $84M | 381k | 219.58 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $83M | 355k | 232.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $82M | 1.4M | 59.92 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $79M | 390k | 203.59 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $69M | 1.0M | 65.92 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $69M | -6% | 946k | 72.44 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $66M | 200k | 329.03 |
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|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $65M | -2% | 2.8M | 23.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $65M | 342k | 189.70 |
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|
| Meta Platforms Cl A (META) | 0.8 | $61M | 84k | 734.26 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.8 | $61M | -12% | 1.3M | 46.12 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $60M | 80.00 | 754200.00 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.8 | $59M | -6% | 1.3M | 44.69 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $58M | 239k | 243.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $54M | 108k | 502.74 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $54M | 171k | 315.43 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $52M | -3% | 432k | 120.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $51M | +3% | 207k | 243.57 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $50M | 136k | 365.48 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $50M | 531k | 93.37 |
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| Broadcom (AVGO) | 0.6 | $49M | 150k | 329.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $46M | 179k | 255.00 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $42M | 236k | 176.81 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $39M | -9% | 1.5M | 26.34 |
|
| Tesla Motors (TSLA) | 0.5 | $38M | +7% | 85k | 444.71 |
|
| Thor Industries (THO) | 0.5 | $37M | 359k | 103.69 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $37M | +2% | 1.4M | 27.32 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $35M | -4% | 110k | 320.04 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $35M | -2% | 765k | 45.51 |
|
| Home Depot (HD) | 0.4 | $34M | -2% | 85k | 405.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $32M | 53k | 601.05 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $30M | -4% | 153k | 194.50 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $29M | 275k | 106.49 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $27M | 305k | 89.57 |
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| Visa Com Cl A (V) | 0.4 | $27M | -2% | 80k | 341.38 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $27M | 238k | 113.88 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $27M | -11% | 454k | 58.72 |
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| Johnson & Johnson (JNJ) | 0.3 | $26M | 142k | 185.42 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $26M | -2% | 340k | 76.72 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $26M | -7% | 397k | 65.26 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $26M | 148k | 172.66 |
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| Oracle Corporation (ORCL) | 0.3 | $25M | 90k | 281.24 |
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| Abbvie (ABBV) | 0.3 | $25M | 109k | 231.54 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $25M | -2% | 367k | 68.46 |
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| Netflix (NFLX) | 0.3 | $25M | 21k | 1198.92 |
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| Philip Morris International (PM) | 0.3 | $23M | +2% | 143k | 162.20 |
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| Eli Lilly & Co. (LLY) | 0.3 | $23M | 30k | 763.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $23M | -4% | 132k | 170.85 |
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| Chevron Corporation (CVX) | 0.3 | $22M | +7% | 145k | 155.29 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $22M | 70k | 308.67 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $22M | -2% | 228k | 95.14 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $22M | 317k | 68.08 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $21M | 103k | 206.51 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $21M | -4% | 360k | 58.21 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $20M | 180k | 112.75 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $20M | 421k | 46.93 |
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| Costco Wholesale Corporation (COST) | 0.3 | $20M | 21k | 925.62 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $19M | 132k | 145.60 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $19M | +5% | 63k | 302.35 |
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| Wal-Mart Stores (WMT) | 0.2 | $19M | 183k | 103.06 |
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| Tcg Bdc (CGBD) | 0.2 | $19M | 1.5M | 12.90 |
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| Procter & Gamble Company (PG) | 0.2 | $19M | -2% | 122k | 153.65 |
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| Fiserv (FI) | 0.2 | $18M | +2% | 140k | 128.93 |
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| Wells Fargo & Company (WFC) | 0.2 | $18M | 214k | 83.82 |
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| McDonald's Corporation (MCD) | 0.2 | $18M | 59k | 303.89 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $18M | +2% | 60k | 294.77 |
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| Coca-Cola Company (KO) | 0.2 | $18M | 263k | 66.83 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $17M | 101k | 167.33 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $16M | +47% | 286k | 57.10 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $16M | 163k | 100.25 |
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| Automatic Data Processing (ADP) | 0.2 | $16M | 55k | 295.03 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $16M | 191k | 82.58 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $16M | 487k | 31.91 |
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| Abbott Laboratories (ABT) | 0.2 | $15M | -2% | 115k | 133.94 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $14M | -3% | 25k | 568.82 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $14M | 96k | 145.65 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.2 | $14M | -6% | 537k | 25.85 |
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| Ge Aerospace Com New (GE) | 0.2 | $14M | 46k | 301.15 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $13M | 251k | 53.40 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $13M | +4% | 168k | 78.91 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.2 | $13M | 373k | 35.28 |
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| International Business Machines (IBM) | 0.2 | $13M | -3% | 47k | 282.16 |
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| Walt Disney Company (DIS) | 0.2 | $13M | 110k | 114.50 |
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| United Parcel Service CL B (UPS) | 0.2 | $13M | 150k | 83.53 |
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| Cisco Systems (CSCO) | 0.2 | $12M | 181k | 68.42 |
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| UnitedHealth (UNH) | 0.2 | $12M | +3% | 36k | 345.30 |
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| S&p Global (SPGI) | 0.2 | $12M | +2% | 25k | 486.71 |
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| Pepsi (PEP) | 0.2 | $12M | 87k | 140.45 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $12M | +3% | 89k | 137.80 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $12M | +2% | 42k | 280.06 |
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| Caterpillar (CAT) | 0.2 | $12M | 25k | 477.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $11M | 94k | 118.83 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $11M | -5% | 203k | 53.03 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $11M | 59k | 182.42 |
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| 3M Company (MMM) | 0.1 | $11M | 68k | 155.18 |
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| Union Pacific Corporation (UNP) | 0.1 | $11M | 45k | 236.37 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $11M | 110k | 95.47 |
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| salesforce (CRM) | 0.1 | $10M | -5% | 43k | 237.43 |
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| Merck & Co (MRK) | 0.1 | $10M | -4% | 119k | 84.72 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $9.8M | +9% | 97k | 100.69 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $9.8M | -4% | 193k | 50.73 |
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| Goldman Sachs (GS) | 0.1 | $9.6M | 12k | 796.37 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $9.5M | 269k | 35.39 |
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| Verizon Communications (VZ) | 0.1 | $9.3M | +15% | 211k | 43.95 |
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| Altria (MO) | 0.1 | $9.2M | 137k | 67.11 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $9.2M | -3% | 9.5k | 968.05 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $9.1M | -4% | 135k | 67.83 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $9.0M | 113k | 79.93 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $8.9M | -6% | 48k | 183.73 |
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| Eaton Corp SHS (ETN) | 0.1 | $8.7M | +14% | 23k | 374.24 |
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| Linde SHS (LIN) | 0.1 | $8.6M | 18k | 475.00 |
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| Servicenow (NOW) | 0.1 | $8.5M | +2% | 9.3k | 920.23 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $8.5M | 21k | 402.76 |
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| Capital One Financial (COF) | 0.1 | $8.5M | 40k | 212.58 |
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| Morgan Stanley Com New (MS) | 0.1 | $8.4M | +2% | 53k | 158.96 |
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| Intuit (INTU) | 0.1 | $8.3M | +5% | 12k | 682.91 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $8.3M | +6% | 11k | 746.62 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $8.2M | +18% | 101k | 81.19 |
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| Wayside Technology (CLMB) | 0.1 | $8.1M | +2% | 60k | 134.84 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $8.1M | 95k | 84.83 |
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| At&t (T) | 0.1 | $8.1M | 286k | 28.24 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $8.0M | -5% | 31k | 256.45 |
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| American Express Company (AXP) | 0.1 | $8.0M | +4% | 24k | 332.16 |
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| Marriott Intl Cl A (MAR) | 0.1 | $8.0M | +6% | 31k | 260.44 |
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| Deere & Company (DE) | 0.1 | $7.7M | 18k | 434.94 |
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| Nextera Energy (NEE) | 0.1 | $7.7M | 103k | 75.49 |
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| Blackrock (BLK) | 0.1 | $7.7M | 6.6k | 1165.80 |
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| Uber Technologies (UBER) | 0.1 | $7.6M | +2% | 77k | 97.97 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $7.5M | 103k | 72.77 |
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| Chubb (CB) | 0.1 | $7.4M | 26k | 283.21 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $7.3M | 58k | 125.95 |
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| TJX Companies (TJX) | 0.1 | $7.3M | +10% | 50k | 144.54 |
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| Simpson Manufacturing (SSD) | 0.1 | $7.3M | 43k | 167.46 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $7.1M | -2% | 14k | 499.20 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $7.1M | 105k | 67.51 |
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| Dbx Etf Tr Xtrackrs S&p 500 (SNPE) | 0.1 | $7.0M | 117k | 60.03 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $7.0M | +183% | 15k | 464.99 |
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| Citigroup Com New (C) | 0.1 | $7.0M | -11% | 69k | 101.50 |
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| Lowe's Companies (LOW) | 0.1 | $6.9M | 28k | 251.31 |
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| Shell Spon Ads (SHEL) | 0.1 | $6.9M | 96k | 71.53 |
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| Norfolk Southern (NSC) | 0.1 | $6.9M | 23k | 300.41 |
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| Coupang Cl A (CPNG) | 0.1 | $6.8M | 211k | 32.20 |
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| Boeing Company (BA) | 0.1 | $6.7M | 31k | 215.83 |
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| O'reilly Automotive (ORLY) | 0.1 | $6.7M | +2% | 62k | 107.95 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $6.7M | 62k | 107.44 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $6.7M | 120k | 55.49 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $6.7M | +32% | 45k | 148.61 |
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| Booking Holdings (BKNG) | 0.1 | $6.6M | -3% | 1.2k | 5401.18 |
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| Howmet Aerospace (HWM) | 0.1 | $6.6M | -4% | 34k | 196.23 |
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| Alerus Finl (ALRS) | 0.1 | $6.5M | 295k | 22.16 |
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| McKesson Corporation (MCK) | 0.1 | $6.4M | -5% | 8.3k | 773.40 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $6.3M | 9.0k | 698.03 |
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| Cummins (CMI) | 0.1 | $6.2M | +3% | 15k | 422.36 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $6.2M | -5% | 199k | 31.42 |
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| Sap Se Spon Adr (SAP) | 0.1 | $6.2M | 23k | 267.21 |
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| Southern Company (SO) | 0.1 | $6.1M | +29% | 64k | 94.77 |
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| ConocoPhillips (COP) | 0.1 | $6.1M | 64k | 94.59 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $6.1M | +4% | 62k | 97.82 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $6.0M | +12% | 49k | 123.75 |
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| Analog Devices (ADI) | 0.1 | $6.0M | +19% | 24k | 245.70 |
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| Advanced Micro Devices (AMD) | 0.1 | $5.9M | +8% | 37k | 161.79 |
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| Qualcomm (QCOM) | 0.1 | $5.9M | -5% | 36k | 166.36 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $5.9M | 94k | 62.96 |
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| Palo Alto Networks (PANW) | 0.1 | $5.9M | +16% | 29k | 203.62 |
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| Honeywell International (HON) | 0.1 | $5.8M | 28k | 210.50 |
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| Kla Corp Com New (KLAC) | 0.1 | $5.8M | -11% | 5.4k | 1078.65 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $5.8M | -10% | 137k | 42.13 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $5.7M | -6% | 20k | 281.85 |
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| Boston Scientific Corporation (BSX) | 0.1 | $5.7M | +9% | 58k | 97.63 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $5.7M | 45k | 125.86 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $5.7M | -5% | 154k | 36.81 |
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| Bristol Myers Squibb (BMY) | 0.1 | $5.6M | 125k | 45.10 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $5.6M | -2% | 133k | 42.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $5.6M | -3% | 16k | 355.49 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $5.6M | +8% | 296k | 18.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $5.5M | 39k | 140.95 |
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| Woodward Governor Company (WWD) | 0.1 | $5.4M | 22k | 252.71 |
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| Gilead Sciences (GILD) | 0.1 | $5.4M | 49k | 111.00 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $5.4M | -2% | 11k | 485.46 |
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| Stryker Corporation (SYK) | 0.1 | $5.4M | -2% | 15k | 370.49 |
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| Ge Vernova (GEV) | 0.1 | $5.3M | +4% | 8.7k | 614.91 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $5.3M | 105k | 50.74 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $5.3M | -8% | 58k | 91.75 |
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| Amgen (AMGN) | 0.1 | $5.2M | 19k | 282.20 |
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| Applied Materials (AMAT) | 0.1 | $5.2M | 25k | 204.74 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $5.1M | 47k | 108.96 |
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| Synopsys (SNPS) | 0.1 | $5.1M | +205% | 10k | 493.39 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $5.0M | -3% | 118k | 42.79 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $5.0M | 53k | 95.15 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $5.0M | -9% | 11k | 447.23 |
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| Medtronic SHS (MDT) | 0.1 | $5.0M | +7% | 52k | 95.91 |
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| Enterprise Products Partners (EPD) | 0.1 | $4.8M | +3% | 154k | 31.27 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $4.8M | +2% | 64k | 75.39 |
|
| Emerson Electric (EMR) | 0.1 | $4.8M | -13% | 36k | 131.18 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $4.8M | 54k | 88.96 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $4.7M | +9% | 6.2k | 758.18 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.6M | 13k | 352.76 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.5M | -10% | 18k | 246.60 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $4.5M | -20% | 33k | 136.15 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.5M | 47k | 96.55 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $4.5M | 54k | 83.46 |
|
|
| Pfizer (PFE) | 0.1 | $4.5M | -3% | 175k | 25.48 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $4.4M | 91k | 48.83 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $4.4M | -2% | 53k | 84.60 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $4.4M | +18% | 35k | 128.24 |
|
| Micron Technology (MU) | 0.1 | $4.4M | +4% | 27k | 167.32 |
|
| MetLife (MET) | 0.1 | $4.4M | 53k | 82.37 |
|
|
| Hawkins (HWKN) | 0.1 | $4.4M | -3% | 24k | 182.72 |
|
| Air Products & Chemicals (APD) | 0.1 | $4.3M | -4% | 16k | 272.72 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $4.3M | +39% | 47k | 90.73 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $4.3M | 75k | 57.04 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.3M | 24k | 175.43 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.3M | +19% | 34k | 123.90 |
|
| Trane Technologies SHS (TT) | 0.1 | $4.2M | -10% | 10k | 421.94 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $4.2M | 8.6k | 490.37 |
|
|
| Travelers Companies (TRV) | 0.1 | $4.2M | 15k | 279.23 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $4.2M | +9% | 12k | 346.26 |
|
| First Tr Exchange-traded SHS (QQEW) | 0.1 | $4.2M | 30k | 141.11 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $4.2M | +2% | 16k | 262.36 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $4.1M | 45k | 91.44 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $4.0M | -2% | 17k | 239.39 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $3.9M | 58k | 67.41 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $3.8M | -10% | 12k | 332.84 |
|
| Waste Management (WM) | 0.0 | $3.8M | -7% | 17k | 220.82 |
|
| Api Group Corp Com Stk (APG) | 0.0 | $3.8M | +15% | 110k | 34.37 |
|
| FedEx Corporation (FDX) | 0.0 | $3.8M | +6% | 16k | 237.27 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $3.7M | +13% | 26k | 145.71 |
|
| State Street Corporation (STT) | 0.0 | $3.7M | -7% | 32k | 116.01 |
|
| MercadoLibre (MELI) | 0.0 | $3.7M | +9% | 1.6k | 2336.71 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $3.7M | 48k | 76.45 |
|
|
| Dupont De Nemours (DD) | 0.0 | $3.7M | +8% | 47k | 77.90 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.6M | 17k | 216.59 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $3.6M | +4% | 47k | 76.72 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $3.6M | 25k | 142.41 |
|
|
| Progressive Corporation (PGR) | 0.0 | $3.6M | -13% | 14k | 246.95 |
|
| Intel Corporation (INTC) | 0.0 | $3.5M | 105k | 33.55 |
|
Past Filings by Choreo
SEC 13F filings are viewable for Choreo going back to 2020
- Choreo 2025 Q3 filed Nov. 12, 2025
- Choreo 2025 Q2 filed Aug. 13, 2025
- Choreo 2025 Q1 filed May 6, 2025
- Choreo 2024 Q4 filed Jan. 27, 2025
- Choreo 2024 Q3 filed Nov. 7, 2024
- Choreo 2024 Q2 filed Aug. 7, 2024
- Choreo 2024 Q1 filed May 2, 2024
- Choreo 2023 Q4 filed Feb. 5, 2024
- Choreo 2023 Q3 filed Nov. 8, 2023
- Choreo 2023 Q2 filed Aug. 4, 2023
- Choreo 2023 Q1 filed May 15, 2023
- Choreo 2022 Q4 filed Feb. 13, 2023
- Choreo 2022 Q3 filed Oct. 21, 2022
- Choreo 2022 Q2 filed Aug. 11, 2022
- Choreo 2022 Q1 filed May 2, 2022
- Rsm Us Wealth Management 2021 Q4 filed Feb. 8, 2022