Rsm Us Wealth Management
Latest statistics and disclosures from Choreo's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, AAPL, IWF, VBR, and represent 19.37% of Choreo's stock portfolio.
- Added to shares of these 10 stocks: MTSI (+$64M), IVV (+$45M), MUB (+$24M), AVGO (+$23M), IEFA (+$16M), GE (+$16M), VTV (+$14M), MSFT (+$13M), META (+$13M), IJH (+$11M).
- Started 195 new stock positions in KNF, LII, GMS, Neos Etf Trust, E, Viavi Solutions, Penn Natl Gaming, IBKR, BRBR, LVS.
- Reduced shares in these 10 stocks: BX (-$5.7M), LRCX, , SCHX, TFC, YOU, BXMT, SCHF, SPAB, .
- Sold out of its positions in ARKG, Alnylam Pharmaceuticals Inc Note 1.000 9/1, AMR, ASXC, ATRI, DCF, BBD, Bentley Systems, Bentley Sys, BNTX.
- Choreo was a net buyer of stock by $549M.
- Choreo has $6.8B in assets under management (AUM), dropping by 14.38%.
- Central Index Key (CIK): 0001679031
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Portfolio Holdings for Choreo
Choreo holds 1628 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Choreo has 1628 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Choreo Sept. 30, 2024 positions
- Download the Choreo September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 5.8 | $396M | 1.1M | 374.26 |
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| Vanguard Index Fds Value Etf (VTV) | 5.4 | $367M | +4% | 2.1M | 174.15 |
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| Apple (AAPL) | 3.0 | $204M | +3% | 901k | 226.21 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.7 | $186M | 501k | 370.25 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.5 | $169M | 848k | 198.98 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $139M | +2% | 3.0M | 47.02 |
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| Microsoft Corporation (MSFT) | 2.0 | $135M | +10% | 322k | 420.74 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.0 | $134M | 508k | 264.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $124M | +56% | 217k | 571.37 |
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| NVIDIA Corporation (NVDA) | 1.6 | $112M | +9% | 959k | 117.01 |
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| Bank of America Corporation (BAC) | 1.6 | $107M | +3% | 2.7M | 39.27 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $94M | +20% | 1.2M | 77.42 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $79M | 1.9M | 41.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $79M | 1.5M | 52.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $75M | 132k | 568.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $73M | +2% | 384k | 189.06 |
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| Amazon (AMZN) | 1.0 | $71M | +8% | 382k | 185.17 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $67M | -2% | 1.8M | 38.04 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 1.0 | $67M | 1.8M | 37.87 |
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| M/a (MTSI) | 0.9 | $64M | NEW | 600k | 107.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $64M | 356k | 178.21 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $63M | 1.0M | 61.56 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $58M | 84.00 | 685073.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $56M | +3% | 198k | 280.58 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $55M | +2% | 943k | 57.76 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $54M | -6% | 807k | 67.23 |
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| Meta Platforms Cl A (META) | 0.7 | $51M | +34% | 89k | 576.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $51M | 164k | 311.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $49M | -2% | 95k | 522.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $48M | +3% | 105k | 457.41 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $47M | 501k | 94.42 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $47M | +105% | 432k | 108.84 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $47M | +31% | 754k | 61.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $46M | +4% | 276k | 166.99 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $46M | 550k | 83.01 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $42M | 236k | 178.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $38M | +10% | 224k | 168.44 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $38M | 229k | 164.38 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $36M | 238k | 153.13 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.5 | $35M | 566k | 61.17 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $34M | +14% | 166k | 207.04 |
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| Home Depot (HD) | 0.5 | $34M | 84k | 409.05 |
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| Thor Industries (THO) | 0.5 | $34M | 311k | 110.28 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $34M | 874k | 38.37 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $31M | +2% | 111k | 280.28 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $30M | +54% | 252k | 119.93 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $29M | 449k | 64.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $29M | +2% | 59k | 481.27 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $28M | 503k | 54.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $28M | +8% | 126k | 217.89 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $27M | 407k | 67.31 |
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| 4068594 Enphase Energy (ENPH) | 0.4 | $27M | 244k | 111.20 |
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| Fiserv (FI) | 0.4 | $27M | 149k | 181.31 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $27M | -3% | 296k | 91.15 |
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| Eli Lilly & Co. (LLY) | 0.4 | $27M | +9% | 31k | 884.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $25M | +3% | 361k | 68.78 |
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| Broadcom (AVGO) | 0.4 | $25M | +984% | 148k | 167.55 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $24M | +5% | 94k | 260.95 |
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| Wells Fargo & Company (WFC) | 0.4 | $24M | +28% | 430k | 55.51 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $24M | 501k | 47.39 |
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| Tesla Motors (TSLA) | 0.3 | $24M | +4% | 92k | 258.02 |
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| Ge Aerospace Com New (GE) | 0.3 | $23M | +220% | 122k | 186.30 |
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| Procter & Gamble Company (PG) | 0.3 | $22M | +7% | 128k | 173.04 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $22M | -20% | 143k | 151.85 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $21M | 241k | 88.07 |
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| UnitedHealth (UNH) | 0.3 | $21M | +9% | 36k | 583.07 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $21M | 167k | 124.97 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $21M | 106k | 196.66 |
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| United Parcel Service CL B (UPS) | 0.3 | $21M | 154k | 133.27 |
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| Visa Com Cl A (V) | 0.3 | $19M | +4% | 69k | 277.59 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $19M | +3% | 306k | 62.50 |
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| Johnson & Johnson (JNJ) | 0.3 | $19M | +4% | 115k | 161.99 |
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| Costco Wholesale Corporation (COST) | 0.3 | $19M | 21k | 877.37 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $18M | 252k | 72.37 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $18M | +65% | 154k | 115.45 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $17M | +116% | 277k | 60.71 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $16M | +2% | 161k | 101.42 |
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| Abbvie (ABBV) | 0.2 | $16M | +5% | 83k | 196.96 |
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| Chevron Corporation (CVX) | 0.2 | $16M | +3% | 107k | 149.70 |
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| Oracle Corporation (ORCL) | 0.2 | $16M | +11% | 95k | 167.16 |
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| Netflix (NFLX) | 0.2 | $15M | +4% | 22k | 706.12 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $15M | +21% | 58k | 262.44 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $15M | 320k | 46.19 |
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| Wal-Mart Stores (WMT) | 0.2 | $15M | +6% | 181k | 81.31 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $15M | 118k | 124.48 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $15M | -9% | 553k | 26.21 |
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| Coca-Cola Company (KO) | 0.2 | $14M | +12% | 195k | 71.71 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $14M | +4% | 110k | 124.39 |
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| Merck & Co (MRK) | 0.2 | $13M | +10% | 116k | 115.41 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $13M | +10% | 26k | 496.37 |
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| Automatic Data Processing (ADP) | 0.2 | $13M | +3% | 47k | 280.08 |
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| salesforce (CRM) | 0.2 | $13M | +4% | 48k | 271.24 |
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| Verizon Communications (VZ) | 0.2 | $13M | +69% | 287k | 45.21 |
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| Citigroup Com New (C) | 0.2 | $13M | +577% | 210k | 61.81 |
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| Micron Technology (MU) | 0.2 | $13M | +381% | 129k | 100.30 |
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| Morgan Stanley Com New (MS) | 0.2 | $13M | +168% | 123k | 104.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $13M | +24% | 152k | 84.48 |
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| McDonald's Corporation (MCD) | 0.2 | $12M | -3% | 40k | 302.98 |
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| Bristol Myers Squibb (BMY) | 0.2 | $12M | +95% | 230k | 52.90 |
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| PNC Financial Services (PNC) | 0.2 | $12M | +320% | 67k | 179.89 |
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| Pepsi (PEP) | 0.2 | $12M | -2% | 69k | 171.38 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $11M | +8% | 112k | 100.64 |
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| International Business Machines (IBM) | 0.2 | $11M | +5% | 51k | 219.35 |
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| Caterpillar (CAT) | 0.2 | $11M | +8% | 27k | 392.40 |
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| Abbott Laboratories (ABT) | 0.2 | $10M | 92k | 113.56 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $10M | 182k | 57.15 |
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| Cisco Systems (CSCO) | 0.2 | $10M | +13% | 194k | 52.74 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $9.8M | +25% | 38k | 257.96 |
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| Union Pacific Corporation (UNP) | 0.1 | $9.6M | +3% | 39k | 245.55 |
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| 3M Company (MMM) | 0.1 | $9.6M | +7% | 70k | 137.06 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $9.3M | -4% | 46k | 201.63 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $9.2M | +89% | 95k | 96.79 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $9.2M | -3% | 120k | 76.53 |
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| Nextera Energy (NEE) | 0.1 | $9.0M | +7% | 105k | 85.27 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $8.9M | +13% | 75k | 118.94 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $8.7M | +6% | 14k | 605.85 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $8.7M | +186% | 172k | 50.38 |
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| Lowe's Companies (LOW) | 0.1 | $8.6M | +2% | 32k | 272.64 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $8.4M | 17k | 502.84 |
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| Simpson Manufacturing (SSD) | 0.1 | $8.4M | 44k | 190.89 |
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| Walt Disney Company (DIS) | 0.1 | $8.0M | +4% | 85k | 94.05 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $8.0M | -4% | 25k | 316.93 |
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| Linde SHS (LIN) | 0.1 | $7.9M | +11% | 17k | 475.03 |
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| Deere & Company (DE) | 0.1 | $7.8M | -5% | 20k | 400.41 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $7.7M | 72k | 107.57 |
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| Servicenow (NOW) | 0.1 | $7.6M | +10% | 8.8k | 867.16 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $7.6M | +12% | 183k | 41.70 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $7.6M | +2% | 71k | 106.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $7.6M | 59k | 127.92 |
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| Advanced Micro Devices (AMD) | 0.1 | $7.5M | +19% | 47k | 159.76 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $7.5M | +2% | 117k | 63.91 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $7.5M | -4% | 27k | 273.68 |
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| At&t (T) | 0.1 | $7.4M | +35% | 336k | 22.13 |
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| Truist Financial Corp equities (TFC) | 0.1 | $7.4M | -25% | 177k | 41.72 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $7.4M | +10% | 21k | 351.31 |
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| Marriott Intl Cl A (MAR) | 0.1 | $7.3M | 30k | 246.24 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $7.2M | +11% | 12k | 613.29 |
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| Wayside Technology (CLMB) | 0.1 | $7.2M | +3% | 75k | 96.41 |
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| New York Cmnty Bancorp Com New (NYCB) | 0.1 | $7.1M | NEW | 662k | 10.78 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $7.1M | -2% | 41k | 172.70 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $7.0M | +3% | 344k | 20.33 |
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| Qualcomm (QCOM) | 0.1 | $6.9M | +8% | 42k | 165.78 |
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| Goldman Sachs (GS) | 0.1 | $6.7M | +16% | 14k | 490.18 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $6.6M | -2% | 69k | 96.01 |
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| Eaton Corp SHS (ETN) | 0.1 | $6.6M | +13% | 20k | 327.59 |
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| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.1 | $6.5M | 125k | 52.02 |
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| Uber Technologies (UBER) | 0.1 | $6.5M | +4% | 88k | 74.24 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $6.5M | +2% | 13k | 484.77 |
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| Pfizer (PFE) | 0.1 | $6.5M | +22% | 225k | 28.67 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $6.4M | +14% | 32k | 201.42 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $6.3M | 143k | 44.40 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $6.3M | +2% | 80k | 78.80 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $6.3M | -2% | 108k | 58.23 |
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| Stryker Corporation (SYK) | 0.1 | $6.2M | 18k | 357.26 |
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| Philip Morris International (PM) | 0.1 | $6.2M | 51k | 121.73 |
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| Norfolk Southern (NSC) | 0.1 | $6.2M | 25k | 248.14 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $6.1M | -3% | 77k | 79.53 |
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| Progressive Corporation (PGR) | 0.1 | $6.1M | +4% | 24k | 254.26 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $6.0M | -6% | 205k | 29.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $6.0M | 11k | 571.77 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $5.9M | +6% | 7.2k | 822.32 |
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| Capital One Financial (COF) | 0.1 | $5.9M | +10% | 40k | 147.33 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.9M | +9% | 117k | 50.21 |
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| ConocoPhillips (COP) | 0.1 | $5.9M | +15% | 54k | 109.37 |
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| Starbucks Corporation (SBUX) | 0.1 | $5.8M | +8% | 60k | 97.43 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $5.8M | -24% | 308k | 18.88 |
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| O'reilly Automotive (ORLY) | 0.1 | $5.8M | +9% | 5.0k | 1162.07 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $5.8M | +9% | 49k | 118.01 |
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| Intuit (INTU) | 0.1 | $5.7M | -5% | 9.5k | 606.32 |
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| Danaher Corporation (DHR) | 0.1 | $5.7M | +6% | 21k | 274.57 |
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| Amgen (AMGN) | 0.1 | $5.7M | +10% | 18k | 320.32 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $5.6M | +12% | 64k | 87.57 |
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| Honeywell International (HON) | 0.1 | $5.5M | -7% | 27k | 206.07 |
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| Applied Materials (AMAT) | 0.1 | $5.5M | +12% | 28k | 197.21 |
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| MetLife (MET) | 0.1 | $5.4M | +14% | 67k | 81.78 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $5.4M | +2% | 46k | 116.22 |
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| Trane Technologies SHS (TT) | 0.1 | $5.4M | +6% | 14k | 386.63 |
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| Booking Holdings (BKNG) | 0.1 | $5.3M | -2% | 1.3k | 4102.51 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $5.2M | +6% | 65k | 80.26 |
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| Shell Spon Ads (SHEL) | 0.1 | $5.2M | 78k | 66.87 |
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| FedEx Corporation (FDX) | 0.1 | $5.2M | +13% | 19k | 269.56 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $5.2M | 142k | 36.26 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $5.1M | +381% | 48k | 106.13 |
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| Kla Corp Com New (KLAC) | 0.1 | $5.1M | +7% | 6.7k | 753.66 |
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| Ge Vernova (GEV) | 0.1 | $5.0M | +170% | 20k | 256.53 |
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| Carrier Global Corporation (CARR) | 0.1 | $5.0M | +13% | 63k | 79.35 |
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| Ford Motor Company (F) | 0.1 | $5.0M | +394% | 468k | 10.75 |
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| Air Products & Chemicals (APD) | 0.1 | $5.0M | +34% | 17k | 291.43 |
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| Illinois Tool Works (ITW) | 0.1 | $5.0M | +2% | 19k | 262.83 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $5.0M | 107k | 46.30 |
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| Target Corporation (TGT) | 0.1 | $4.9M | +12% | 32k | 152.20 |
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| Coupang Cl A (CPNG) | 0.1 | $4.9M | 200k | 24.43 |
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| American Express Company (AXP) | 0.1 | $4.8M | +15% | 18k | 268.60 |
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| S&p Global (SPGI) | 0.1 | $4.8M | +6% | 9.3k | 512.20 |
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| Intel Corporation (INTC) | 0.1 | $4.8M | +46% | 232k | 20.63 |
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| Sap Se Spon Adr (SAP) | 0.1 | $4.7M | -10% | 21k | 225.81 |
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| General Motors Company (GM) | 0.1 | $4.6M | +29% | 103k | 44.88 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $4.6M | +21% | 7.3k | 630.10 |
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| Gilead Sciences (GILD) | 0.1 | $4.6M | +20% | 55k | 83.94 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $4.6M | -2% | 31k | 148.14 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.6M | -6% | 8.1k | 565.01 |
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| Metropcs Communications (TMUS) | 0.1 | $4.5M | +20% | 22k | 206.10 |
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| TJX Companies (TJX) | 0.1 | $4.4M | +6% | 38k | 116.64 |
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| Medtronic SHS (MDT) | 0.1 | $4.4M | +3% | 49k | 90.64 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $4.4M | 48k | 91.83 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $4.4M | +14% | 13k | 329.30 |
|
| Boeing Company (BA) | 0.1 | $4.3M | +9% | 28k | 154.22 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $4.3M | +9% | 70k | 61.54 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $4.3M | +2% | 96k | 44.94 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.3M | 26k | 167.13 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $4.3M | +2% | 42k | 102.70 |
|
| Cigna Corp (CI) | 0.1 | $4.3M | +13% | 12k | 348.08 |
|
| Analog Devices (ADI) | 0.1 | $4.2M | +8% | 19k | 223.68 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.2M | +6% | 4.0k | 1046.79 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $4.1M | +28% | 72k | 57.31 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $4.1M | +8% | 52k | 78.67 |
|
| Woodward Governor Company (WWD) | 0.1 | $4.1M | +2% | 24k | 169.34 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.1M | +16% | 18k | 220.27 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $4.0M | -11% | 32k | 124.09 |
|
| Southern Company (SO) | 0.1 | $4.0M | +9% | 44k | 90.88 |
|
| Altria (MO) | 0.1 | $4.0M | +11% | 77k | 51.76 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $3.9M | +2% | 165k | 23.62 |
|
| D.R. Horton (DHI) | 0.1 | $3.9M | +6% | 20k | 192.72 |
|
| Chubb (CB) | 0.1 | $3.8M | +5% | 13k | 292.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.8M | -9% | 16k | 245.60 |
|
| Waste Management (WM) | 0.1 | $3.8M | +5% | 18k | 207.93 |
|
| Zoetis Cl A (ZTS) | 0.1 | $3.8M | +11% | 19k | 194.42 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.8M | 19k | 196.94 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.7M | 32k | 116.40 |
|
|
| Fair Isaac Corporation (FICO) | 0.1 | $3.7M | -8% | 1.9k | 1916.01 |
|
| Travelers Companies (TRV) | 0.1 | $3.7M | +3% | 16k | 235.11 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $3.7M | -2% | 156k | 23.51 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $3.6M | +2% | 13k | 286.30 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.6M | +9% | 31k | 114.55 |
|
| HMN Financial (HMNF) | 0.1 | $3.5M | 128k | 27.57 |
|
|
| American Tower Reit (AMT) | 0.1 | $3.5M | +10% | 15k | 232.07 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $3.5M | -5% | 50k | 71.11 |
|
| Semtech Corporation (SMTC) | 0.1 | $3.5M | NEW | 84k | 42.08 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $3.5M | 16k | 222.79 |
|
|
| Haleon Spon Ads (HLN) | 0.1 | $3.5M | -2% | 327k | 10.69 |
|
| Hp (HPQ) | 0.1 | $3.5M | +13% | 100k | 35.03 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $3.5M | +2% | 61k | 57.17 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $3.5M | +7% | 21k | 165.81 |
|
| Howmet Aerospace (HWM) | 0.1 | $3.5M | +2% | 34k | 100.92 |
|
| McKesson Corporation (MCK) | 0.1 | $3.4M | +4% | 6.9k | 498.46 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $3.4M | 34k | 100.50 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $3.4M | +6% | 30k | 113.51 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $3.4M | +7% | 37k | 89.80 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.3M | 45k | 73.10 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $3.3M | +11% | 43k | 76.81 |
|
Past Filings by Choreo
SEC 13F filings are viewable for Choreo going back to 2020
- 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
- Rsm Us Wealth Management 2021 Q3 filed Nov. 8, 2021
- Rsm Us Wealth Management 2021 Q2 filed Aug. 13, 2021
- Rsm Us Wealth Management 2021 Q1 filed April 29, 2021
- Rsm Us Wealth Management 2020 Q4 filed Feb. 4, 2021