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, IEFA, and represent 20.97% of Choreo's stock portfolio.
- Added to shares of these 10 stocks: BND (+$24M), VOO (+$21M), NFLX (+$16M), IEFA (+$14M), VWO (+$9.3M), JPIE (+$7.4M), DFIV, VTV, NOW, VBK.
- Started 113 new stock positions in SOLS, JFLX, Datadog, FRMI, CHDN, CON, INSP, CRS, PRGO, WFRD.
- Reduced shares in these 10 stocks: BAC (-$13M), AAPL (-$8.6M), SCHX, CRM, VCSH, Unilever, MSFT, MINT, HD, AMZN.
- Sold out of its positions in ABM, ARKQ, ARKF, AAP, AVAV, ALEX, ARE, American Axle & Manufact. Holdings, COLD, BMRC.
- Choreo was a net buyer of stock by $29M.
- Choreo has $7.8B in assets under management (AUM), dropping by 2.27%.
- Central Index Key (CIK): 0001679031
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Portfolio Holdings for Choreo
Choreo holds 1575 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Choreo has 1575 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Choreo Dec. 31, 2025 positions
- Download the Choreo December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 6.4 | $500M | 1.0M | 491.69 |
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| Vanguard Index Fds Value Etf (VTV) | 5.2 | $407M | 2.1M | 192.37 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.9 | $307M | 644k | 476.95 |
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| Apple (AAPL) | 3.2 | $249M | -3% | 911k | 273.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $183M | +8% | 2.0M | 89.87 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.2 | $171M | 800k | 213.93 |
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| NVIDIA Corporation (NVDA) | 2.1 | $168M | 894k | 187.54 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $162M | +14% | 256k | 631.72 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.0 | $160M | +17% | 2.2M | 74.27 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.0 | $160M | +2% | 523k | 305.11 |
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| Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) | 2.0 | $157M | +6% | 2.9M | 53.81 |
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| Microsoft Corporation (MSFT) | 1.9 | $152M | -2% | 312k | 487.48 |
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| Bank of America Corporation (BAC) | 1.4 | $109M | -10% | 2.0M | 55.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $94M | 137k | 689.92 |
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| Amazon (AMZN) | 1.1 | $86M | -2% | 370k | 232.54 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $84M | +2% | 398k | 211.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $84M | 354k | 238.01 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $84M | -2% | 1.3M | 62.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $74M | 236k | 313.85 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $74M | +4% | 1.1M | 67.39 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.9 | $72M | +7% | 1.4M | 50.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $70M | +3% | 207k | 337.85 |
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| Invesco Exchange Traded S&p500 Eql Wgt (RSP) | 0.9 | $70M | +5% | 362k | 193.21 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $69M | 929k | 74.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $67M | 2.8M | 24.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $65M | 208k | 314.57 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.8 | $61M | 1.3M | 46.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $60M | 80.00 | 755400.00 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $54M | +5% | 144k | 376.20 |
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| Meta Platforms Cl A (META) | 0.7 | $54M | -3% | 81k | 665.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $54M | 107k | 503.71 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $54M | -3% | 166k | 323.42 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $52M | -2% | 420k | 124.16 |
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| Broadcom (AVGO) | 0.7 | $52M | 147k | 350.55 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $50M | -2% | 515k | 96.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $48M | +3% | 184k | 260.47 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $45M | +3% | 244k | 182.65 |
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| Thor Industries (THO) | 0.5 | $41M | +9% | 395k | 104.25 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $38M | 1.4M | 27.65 |
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| Tesla Motors (TSLA) | 0.5 | $37M | -2% | 82k | 454.43 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $37M | +3% | 113k | 325.75 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $37M | +5% | 806k | 45.74 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $35M | -11% | 1.3M | 27.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $33M | 53k | 620.19 |
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| Eli Lilly & Co. (LLY) | 0.4 | $31M | -3% | 29k | 1079.75 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $31M | +4% | 288k | 107.10 |
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| Johnson & Johnson (JNJ) | 0.4 | $29M | 140k | 206.91 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $29M | -7% | 142k | 200.10 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $29M | +4% | 249k | 114.45 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $28M | 304k | 91.84 |
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| Visa Com Cl A (V) | 0.3 | $27M | -3% | 77k | 353.62 |
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| Home Depot (HD) | 0.3 | $27M | -8% | 77k | 346.35 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $27M | 149k | 177.61 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $25M | -4% | 325k | 77.88 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $25M | -2% | 441k | 57.40 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $25M | -2% | 359k | 70.42 |
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| Abbvie (ABBV) | 0.3 | $25M | -2% | 106k | 229.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $24M | -8% | 364k | 66.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $24M | +5% | 74k | 317.19 |
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| Philip Morris International (PM) | 0.3 | $23M | 143k | 161.95 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $22M | 315k | 69.93 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $22M | 180k | 120.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $22M | -2% | 101k | 213.56 |
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| Chevron Corporation (CVX) | 0.3 | $21M | -3% | 140k | 152.31 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $21M | 353k | 60.15 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.3 | $21M | +7% | 68k | 311.38 |
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| Wal-Mart Stores (WMT) | 0.3 | $21M | 184k | 111.92 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $21M | -4% | 217k | 94.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $20M | -3% | 128k | 154.78 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $19M | -2% | 408k | 47.20 |
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| Coca-Cola Company (KO) | 0.2 | $19M | 267k | 70.07 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $19M | -5% | 124k | 150.14 |
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| Wells Fargo & Company (WFC) | 0.2 | $19M | -8% | 196k | 94.31 |
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| McDonald's Corporation (MCD) | 0.2 | $18M | 59k | 308.03 |
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| Netflix (NFLX) | 0.2 | $18M | +833% | 191k | 94.51 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $18M | -3% | 98k | 184.01 |
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| Costco Wholesale Corporation (COST) | 0.2 | $18M | -2% | 21k | 865.64 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $18M | 61k | 292.92 |
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| Tcg Bdc (CGBD) | 0.2 | $18M | -5% | 1.4M | 12.71 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $18M | +7% | 175k | 100.12 |
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| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.2 | $17M | 288k | 57.98 |
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| Procter & Gamble Company (PG) | 0.2 | $17M | -5% | 115k | 144.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $16M | 481k | 32.88 |
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| Oracle Corporation (ORCL) | 0.2 | $16M | -11% | 80k | 197.21 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $16M | -4% | 183k | 84.97 |
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| United Parcel Service CL B (UPS) | 0.2 | $15M | +2% | 154k | 99.64 |
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| Automatic Data Processing (ADP) | 0.2 | $14M | 55k | 261.20 |
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| Caterpillar (CAT) | 0.2 | $14M | 25k | 577.39 |
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| Ge Aerospace Com New (GE) | 0.2 | $14M | 45k | 311.79 |
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| Cisco Systems (CSCO) | 0.2 | $14M | 182k | 77.42 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $14M | -3% | 24k | 577.43 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $14M | -2% | 93k | 149.80 |
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| International Business Machines (IBM) | 0.2 | $14M | 46k | 302.05 |
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| S&p Global (SPGI) | 0.2 | $14M | +2% | 26k | 527.70 |
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| Abbott Laboratories (ABT) | 0.2 | $14M | -5% | 109k | 125.78 |
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| Merck & Co (MRK) | 0.2 | $14M | +7% | 128k | 106.06 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.2 | $14M | 369k | 36.81 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $13M | 167k | 78.86 |
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| Pepsi (PEP) | 0.2 | $13M | 88k | 144.16 |
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| Vanguard Intl Equity Index Tt Wrld St Etf (VT) | 0.2 | $13M | 90k | 141.98 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.2 | $13M | -8% | 490k | 25.82 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $13M | -8% | 230k | 54.88 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $13M | 42k | 299.58 |
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| Walt Disney Company (DIS) | 0.2 | $12M | -2% | 107k | 114.79 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $12M | +13% | 67k | 180.84 |
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| UnitedHealth (UNH) | 0.2 | $12M | 36k | 332.16 |
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| Union Pacific Corporation (UNP) | 0.1 | $11M | +3% | 46k | 233.06 |
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| 3M Company (MMM) | 0.1 | $11M | -2% | 67k | 161.17 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $11M | 202k | 52.93 |
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| Goldman Sachs (GS) | 0.1 | $11M | 12k | 884.41 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $11M | -4% | 105k | 100.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $10M | -8% | 86k | 121.69 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $10M | 9.4k | 1072.17 |
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| Marriott Intl Cl A (MAR) | 0.1 | $9.8M | +2% | 31k | 314.61 |
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| Fiserv (FI) | 0.1 | $9.6M | 142k | 67.58 |
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| Morgan Stanley Com New (MS) | 0.1 | $9.5M | 53k | 179.08 |
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| Capital One Financial (COF) | 0.1 | $9.4M | -3% | 39k | 243.97 |
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| American Express Company (AXP) | 0.1 | $9.2M | +2% | 25k | 373.40 |
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| J P Morgan Exchange Traded Ultra Shrt Etf (JPST) | 0.1 | $9.1M | -6% | 180k | 50.78 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $8.9M | -7% | 124k | 71.68 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $8.8M | 21k | 415.99 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $8.6M | 269k | 32.19 |
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| Chubb (CB) | 0.1 | $8.4M | 27k | 315.10 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $8.4M | +3% | 104k | 80.71 |
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| Deere & Company (DE) | 0.1 | $8.3M | +4% | 19k | 447.66 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $8.2M | -2% | 11k | 760.91 |
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| Nextera Energy (NEE) | 0.1 | $8.2M | 102k | 80.53 |
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| Citigroup Com New (C) | 0.1 | $8.2M | 70k | 117.21 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $8.1M | 94k | 86.62 |
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| TJX Companies (TJX) | 0.1 | $8.0M | +2% | 52k | 155.35 |
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| Altria (MO) | 0.1 | $8.0M | 138k | 57.77 |
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| Intuit (INTU) | 0.1 | $7.9M | -3% | 12k | 669.86 |
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| Micron Technology (MU) | 0.1 | $7.8M | 27k | 292.63 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $7.8M | -7% | 95k | 81.71 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $7.8M | -8% | 44k | 175.42 |
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| J P Morgan Exchange Traded Income Etf (JPIE) | 0.1 | $7.7M | +2878% | 165k | 46.52 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $7.5M | 58k | 129.79 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $7.5M | +2% | 46k | 163.74 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $7.5M | -5% | 30k | 252.79 |
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| Advanced Micro Devices (AMD) | 0.1 | $7.4M | -6% | 35k | 215.34 |
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| Linde SHS (LIN) | 0.1 | $7.4M | -4% | 17k | 428.36 |
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| salesforce (CRM) | 0.1 | $7.4M | -35% | 28k | 265.92 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $7.3M | 15k | 483.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $7.3M | -2% | 23k | 320.85 |
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| Cummins (CMI) | 0.1 | $7.2M | -5% | 14k | 513.60 |
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| Simpson Manufacturing (SSD) | 0.1 | $7.2M | 44k | 164.89 |
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| Blackrock (BLK) | 0.1 | $7.1M | 6.6k | 1083.40 |
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| McKesson Corporation (MCK) | 0.1 | $7.1M | +3% | 8.6k | 828.13 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $7.0M | +10% | 12k | 572.65 |
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| Dbx Etf Tr Xtrackrs S&p 500 (SNPE) | 0.1 | $6.9M | -6% | 109k | 62.89 |
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| Shell Spon Ads (SHEL) | 0.1 | $6.9M | -3% | 93k | 73.83 |
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| Verizon Communications (VZ) | 0.1 | $6.8M | -20% | 168k | 40.70 |
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| Bristol Myers Squibb (BMY) | 0.1 | $6.8M | 126k | 54.21 |
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| Uber Technologies (UBER) | 0.1 | $6.8M | +6% | 83k | 82.12 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $6.8M | +9% | 68k | 100.25 |
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| Analog Devices (ADI) | 0.1 | $6.8M | 25k | 274.82 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $6.8M | -10% | 93k | 72.74 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $6.8M | -30% | 67k | 100.66 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $6.8M | -2% | 14k | 488.00 |
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| Howmet Aerospace (HWM) | 0.1 | $6.7M | -3% | 32k | 207.81 |
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| Lowe's Companies (LOW) | 0.1 | $6.7M | 28k | 243.18 |
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| At&t (T) | 0.1 | $6.7M | -5% | 270k | 24.81 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $6.7M | +2% | 11k | 583.47 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $6.6M | 62k | 107.48 |
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| Alerus Finl (ALRS) | 0.1 | $6.6M | 295k | 22.27 |
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| Applied Materials (AMAT) | 0.1 | $6.5M | 25k | 259.97 |
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| Wayside Technology (CLMB) | 0.1 | $6.4M | +2% | 62k | 103.43 |
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| Boeing Company (BA) | 0.1 | $6.4M | -6% | 29k | 218.50 |
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| Amgen (AMGN) | 0.1 | $6.3M | +4% | 19k | 328.68 |
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| Woodward Governor Company (WWD) | 0.1 | $6.3M | -2% | 21k | 303.10 |
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| Qualcomm (QCOM) | 0.1 | $6.3M | +2% | 37k | 173.65 |
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| Booking Holdings (BKNG) | 0.1 | $6.3M | -5% | 1.2k | 5438.67 |
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| Kla Corp Com New (KLAC) | 0.1 | $6.3M | -5% | 5.0k | 1243.68 |
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| Ge Vernova (GEV) | 0.1 | $6.2M | +8% | 9.4k | 659.61 |
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| Capital Group Dividend Shs Creation Uni (CGDV) | 0.1 | $6.2M | +5% | 140k | 43.93 |
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| Norfolk Southern (NSC) | 0.1 | $6.1M | -7% | 21k | 290.12 |
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| Honeywell International (HON) | 0.1 | $6.0M | +11% | 31k | 196.36 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $6.0M | -2% | 117k | 51.22 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $6.0M | -5% | 145k | 41.37 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $6.0M | +8% | 6.7k | 888.76 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $5.9M | +3% | 50k | 117.68 |
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| Servicenow (NOW) | 0.1 | $5.9M | +314% | 39k | 154.31 |
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| ConocoPhillips (COP) | 0.1 | $5.9M | -2% | 63k | 94.10 |
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| CVS Caremark Corporation (CVS) | 0.1 | $5.9M | +15% | 73k | 79.85 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $5.9M | 33k | 175.65 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $5.8M | +96% | 40k | 145.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $5.8M | -7% | 15k | 398.54 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $5.7M | 45k | 126.62 |
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| Gilead Sciences (GILD) | 0.1 | $5.6M | -6% | 46k | 123.18 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.6M | -37% | 70k | 79.81 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $5.6M | 137k | 40.72 |
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| Palo Alto Networks (PANW) | 0.1 | $5.5M | +2% | 30k | 186.85 |
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| Amphenol Corp Cl A (APH) | 0.1 | $5.5M | +18% | 41k | 136.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $5.5M | 38k | 144.55 |
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| O'reilly Automotive (ORLY) | 0.1 | $5.5M | -2% | 60k | 91.47 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $5.3M | -10% | 177k | 29.97 |
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| Boston Scientific Corporation (BSX) | 0.1 | $5.2M | -6% | 54k | 96.01 |
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| Coupang Cl A (CPNG) | 0.1 | $5.1M | 211k | 24.13 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $5.1M | 53k | 95.45 |
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| Medtronic SHS (MDT) | 0.1 | $5.0M | 51k | 96.66 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $4.9M | -5% | 111k | 44.60 |
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| Invesco Exchange Traded Divid Achievev (PFM) | 0.1 | $4.9M | -9% | 95k | 51.86 |
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| Stryker Corporation (SYK) | 0.1 | $4.9M | -4% | 14k | 354.12 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $4.9M | +7% | 51k | 96.66 |
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| Emerson Electric (EMR) | 0.1 | $4.9M | 36k | 135.29 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $4.9M | -10% | 42k | 116.87 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $4.8M | -3% | 88k | 54.31 |
|
| Southern Company (SO) | 0.1 | $4.8M | -15% | 54k | 87.57 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $4.7M | -8% | 8.2k | 576.71 |
|
| Astrazeneca Sponsored Adr | 0.1 | $4.7M | +7% | 50k | 92.51 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.6M | -6% | 17k | 269.99 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $4.6M | -4% | 51k | 90.05 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $4.6M | -3% | 33k | 138.72 |
|
| FedEx Corporation (FDX) | 0.1 | $4.6M | 16k | 291.06 |
|
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $4.6M | -21% | 232k | 19.76 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.5M | 46k | 97.26 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $4.5M | -9% | 139k | 32.11 |
|
| Waste Management (WM) | 0.1 | $4.3M | +13% | 20k | 222.12 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $4.3M | -24% | 18k | 244.59 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.3M | 24k | 178.84 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $4.3M | 75k | 57.43 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $4.2M | -20% | 46k | 91.37 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $4.2M | 49k | 85.90 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.2M | 5.4k | 773.88 |
|
|
| Pfizer (PFE) | 0.1 | $4.1M | -5% | 165k | 24.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $4.1M | 8.7k | 475.66 |
|
|
| Travelers Companies (TRV) | 0.1 | $4.1M | -7% | 14k | 293.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.1M | -11% | 12k | 352.52 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $4.1M | 86k | 47.21 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $4.1M | +2% | 16k | 250.82 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.0M | -21% | 74k | 54.81 |
|
| J P Morgan Exchange Traded Nasdaq Eqt Prem (JEPQ) | 0.1 | $4.0M | +14% | 68k | 59.09 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $4.0M | 12k | 326.17 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $4.0M | 10k | 392.60 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.9M | -2% | 44k | 89.22 |
|
| MetLife (MET) | 0.0 | $3.9M | -7% | 49k | 79.78 |
|
| Synopsys (SNPS) | 0.0 | $3.9M | -20% | 8.3k | 474.47 |
|
| State Street Corporation (STT) | 0.0 | $3.9M | -7% | 30k | 130.34 |
|
| Intel Corporation (INTC) | 0.0 | $3.9M | 104k | 37.30 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $3.9M | -11% | 48k | 81.59 |
|
| Starbucks Corporation (SBUX) | 0.0 | $3.9M | -13% | 46k | 85.25 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.9M | +4% | 18k | 221.47 |
|
| Api Group Corp Com Stk (APG) | 0.0 | $3.9M | -9% | 99k | 38.86 |
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.0 | $3.8M | -9% | 27k | 143.57 |
|
| Progressive Corporation (PGR) | 0.0 | $3.7M | +12% | 16k | 229.97 |
|
| Danaher Corporation (DHR) | 0.0 | $3.7M | +8% | 16k | 230.68 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $3.7M | -2% | 57k | 65.42 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $3.7M | +4% | 67k | 55.18 |
|
| Air Products & Chemicals (APD) | 0.0 | $3.7M | -6% | 15k | 248.82 |
|
| J P Morgan Exchange Traded Betabuilders Cda (BBCA) | 0.0 | $3.7M | 39k | 93.66 |
|
Past Filings by Choreo
SEC 13F filings are viewable for Choreo going back to 2020
- Choreo 2025 Q4 filed Jan. 23, 2026
- 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