Rsm Us Wealth Management

Latest statistics and disclosures from Choreo's latest quarterly 13F-HR filing:

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Positions held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Choreo

Choreo holds 1609 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Choreo has 1609 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 6.1 $427M 1.1M 405.25
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Vanguard Index Fds Value Etf (VTV) 5.3 $366M +2% 2.2M 169.29
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Ishares Tr Rus 1000 Grw Etf (IWF) 3.9 $272M +34% 676k 402.72
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Apple (AAPL) 3.5 $244M +7% 971k 251.36
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $163M -2% 822k 198.17
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.2 $150M +5% 536k 280.10
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Microsoft Corporation (MSFT) 2.0 $137M 323k 423.48
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $135M +5% 3.1M 43.07
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NVIDIA Corporation (NVDA) 1.8 $124M -4% 913k 136.15
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Bank of America Corporation (BAC) 1.6 $113M -6% 2.6M 43.91
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $86M -32% 147k 589.09
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Ishares Tr Core Msci Eafe (IEFA) 1.2 $83M -2% 1.2M 70.28
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Amazon (AMZN) 1.2 $82M -3% 370k 220.71
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $79M +55% 147k 539.79
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $78M 134k 586.48
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.1 $77M 1.9M 40.92
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $73M 1.5M 47.82
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Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $72M 389k 185.10
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Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $65M 1.0M 63.75
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Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $65M +4% 1.8M 35.48
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $65M +12% 223k 290.01
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $62M 355k 175.21
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $57M +79% 3.2M 17.85
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $57M 83.00 680650.12
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $55M +194% 2.4M 23.18
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Ishares Tr Rus 1000 Etf (IWB) 0.8 $52M 162k 322.33
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Ishares Core Msci Emkt (IEMG) 0.7 $51M +2% 971k 52.22
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $51M 497k 101.62
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Meta Platforms Cl A (META) 0.7 $50M -3% 85k 589.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $49M 107k 452.84
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $48M -8% 251k 190.39
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JPMorgan Chase & Co. (JPM) 0.6 $42M +5% 175k 239.47
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $42M 234k 178.09
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $42M +10% 264k 157.53
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Alphabet Cap Stk Cl C (GOOG) 0.6 $41M -3% 215k 191.91
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $41M 543k 75.61
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Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $39M +3% 236k 164.15
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Thor Industries (THO) 0.5 $34M +14% 357k 95.59
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Tesla Motors (TSLA) 0.5 $34M -9% 83k 411.91
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Home Depot (HD) 0.5 $33M +2% 86k 389.13
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $33M -28% 536k 62.29
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Ishares Tr Cre U S Reit Etf (USRT) 0.5 $33M 575k 57.30
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Broadcom (AVGO) 0.5 $33M -5% 139k 234.76
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $32M 112k 287.83
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $32M +5% 925k 34.33
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $31M 59k 513.21
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Fiserv (FI) 0.4 $30M 148k 205.61
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $30M +620% 1.1M 27.33
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $30M +22% 441k 66.90
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $29M 446k 65.08
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $28M +98% 1.1M 25.02
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $27M -2% 490k 55.66
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $26M 292k 88.78
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $26M -7% 116k 220.92
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Visa Com Cl A (V) 0.4 $26M +17% 81k 315.49
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $24M +26% 304k 80.00
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Alps Etf Tr Alerian Mlp (AMLP) 0.3 $24M 500k 48.15
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Ishares Tr National Mun Etf (MUB) 0.3 $24M -47% 226k 106.55
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $24M -4% 390k 60.75
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Blackstone Group Inc Com Cl A (BX) 0.3 $23M -8% 131k 172.08
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Eli Lilly & Co. (LLY) 0.3 $22M -6% 29k 773.30
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $21M -2% 162k 128.83
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Procter & Gamble Company (PG) 0.3 $21M -3% 123k 167.38
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $20M +29% 209k 96.95
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UnitedHealth (UNH) 0.3 $20M +8% 39k 507.15
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $20M 104k 190.83
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $20M -22% 73k 269.75
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Chevron Corporation (CVX) 0.3 $20M +27% 136k 143.91
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Netflix (NFLX) 0.3 $19M 21k 898.10
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United Parcel Service CL B (UPS) 0.3 $19M 152k 126.04
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Costco Wholesale Corporation (COST) 0.3 $19M 21k 918.92
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Ishares Tr Core Div Grwth (DGRO) 0.3 $19M 310k 61.34
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Wells Fargo & Company (WFC) 0.3 $19M -37% 269k 70.26
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4068594 Enphase Energy (ENPH) 0.3 $19M +11% 272k 68.69
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Johnson & Johnson (JNJ) 0.3 $19M +12% 130k 143.89
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Abbvie (ABBV) 0.3 $18M +25% 104k 176.65
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $18M +160% 185k 96.83
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Exxon Mobil Corporation (XOM) 0.3 $18M -33% 168k 106.53
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Coca-Cola Company (KO) 0.3 $18M +47% 287k 62.11
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $17M +565% 344k 50.58
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McDonald's Corporation (MCD) 0.2 $17M +43% 58k 289.71
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Automatic Data Processing (ADP) 0.2 $17M +23% 57k 293.16
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Oracle Corporation (ORCL) 0.2 $17M +5% 101k 166.78
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Wal-Mart Stores (WMT) 0.2 $17M 182k 90.66
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $16M NEW 314k 51.70
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $16M +4% 61k 264.13
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Philip Morris International (PM) 0.2 $16M +157% 131k 120.07
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salesforce (CRM) 0.2 $16M -3% 46k 335.02
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Ishares Tr Core Msci Total (IXUS) 0.2 $15M -8% 230k 66.14
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $15M +143% 195k 77.26
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Pepsi (PEP) 0.2 $14M +33% 92k 152.72
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $14M -7% 109k 128.71
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Merck & Co (MRK) 0.2 $14M +19% 138k 99.38
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Mastercard Incorporated Cl A (MA) 0.2 $14M 26k 525.77
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Abbott Laboratories (ABT) 0.2 $13M +28% 119k 112.88
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.2 $13M NEW 123k 104.26
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $13M -4% 304k 41.83
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Raytheon Technologies Corp (RTX) 0.2 $13M 109k 115.42
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $13M +107% 160k 78.01
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Walt Disney Company (DIS) 0.2 $12M +30% 111k 111.02
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S&p Global (SPGI) 0.2 $12M +163% 25k 498.03
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $12M +922% 426k 28.05
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $12M +16% 44k 266.73
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Cisco Systems (CSCO) 0.2 $12M 194k 59.20
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $11M -37% 96k 115.17
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Novo-nordisk A S Adr (NVO) 0.2 $11M +161% 128k 85.74
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Union Pacific Corporation (UNP) 0.2 $11M +22% 48k 227.90
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International Business Machines (IBM) 0.2 $11M -3% 49k 219.95
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Fidelity Covington Trust Enhanced Intl (FENI) 0.2 $11M NEW 384k 27.51
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $9.9M -12% 98k 100.72
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Caterpillar (CAT) 0.1 $9.9M 27k 362.86
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Wayside Technology (CLMB) 0.1 $9.7M +2% 77k 126.58
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Servicenow (NOW) 0.1 $9.6M +2% 9.0k 1066.80
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Ishares Tr Eafe Value Etf (EFV) 0.1 $9.5M 181k 52.47
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $9.1M +3% 78k 117.53
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Charles Schwab Corporation (SCHW) 0.1 $9.1M +5% 124k 73.94
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3M Company (MMM) 0.1 $9.1M 70k 129.09
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Texas Instruments Incorporated (TXN) 0.1 $8.8M +47% 47k 187.87
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Vanguard World Mega Grwth Ind (MGK) 0.1 $8.6M 25k 344.29
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Ge Aerospace Com New (GE) 0.1 $8.6M -57% 51k 167.85
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $8.6M +16% 25k 352.01
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $8.5M -10% 41k 206.84
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Marriott Intl Cl A (MAR) 0.1 $8.3M 30k 279.79
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $8.3M -2% 117k 70.71
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Deere & Company (DE) 0.1 $8.2M +3% 20k 406.84
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Comcast Corp Cl A (CMCSA) 0.1 $8.1M +18% 218k 37.42
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $7.7M -2% 70k 110.25
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Adobe Systems Incorporated (ADBE) 0.1 $7.7M +3% 17k 445.52
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $7.6M -6% 38k 200.11
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Vanguard World Inf Tech Etf (VGT) 0.1 $7.6M +15% 12k 624.10
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Chubb (CB) 0.1 $7.5M +109% 27k 275.87
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Ishares Tr S&p 100 Etf (OEF) 0.1 $7.5M -4% 26k 288.86
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Bristol Myers Squibb (BMY) 0.1 $7.5M -42% 133k 56.41
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Lockheed Martin Corporation (LMT) 0.1 $7.5M +6% 15k 484.74
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Booking Holdings (BKNG) 0.1 $7.5M +16% 1.5k 4992.50
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Nextera Energy (NEE) 0.1 $7.4M -2% 103k 71.73
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Lowe's Companies (LOW) 0.1 $7.3M -5% 30k 246.76
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Verizon Communications (VZ) 0.1 $7.3M -36% 183k 39.80
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $7.2M +435% 125k 57.96
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Simpson Manufacturing (SSD) 0.1 $7.2M 44k 165.82
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Linde SHS (LIN) 0.1 $7.2M +3% 17k 417.75
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Goldman Sachs (GS) 0.1 $7.2M -7% 13k 573.27
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Altria (MO) 0.1 $7.1M +78% 137k 52.13
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Thermo Fisher Scientific (TMO) 0.1 $7.1M +16% 14k 519.46
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Blackrock (BLK) 0.1 $7.1M NEW 6.9k 1027.15
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American Express Company (AXP) 0.1 $6.9M +29% 23k 297.21
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $6.8M +20% 77k 88.41
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Intuit (INTU) 0.1 $6.7M +13% 11k 630.01
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Ishares Tr Mbs Etf (MBB) 0.1 $6.7M +6% 73k 91.72
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Intuitive Surgical Com New (ISRG) 0.1 $6.5M -7% 12k 526.06
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Eaton Corp SHS (ETN) 0.1 $6.4M -4% 19k 332.28
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Ishares Msci Emrg Chn (EMXC) 0.1 $6.4M -58% 115k 55.45
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Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $6.3M -5% 118k 53.42
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Stryker Corporation (SYK) 0.1 $6.3M 18k 361.56
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Honeywell International (HON) 0.1 $6.3M +4% 28k 226.37
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Capital One Financial (COF) 0.1 $6.3M -11% 36k 178.00
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $6.2M +42% 68k 91.42
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Progressive Corporation (PGR) 0.1 $6.2M +8% 26k 239.60
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $6.1M +5% 151k 40.66
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Truist Financial Corp equities (TFC) 0.1 $6.1M -20% 141k 43.37
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Sap Se Spon Adr (SAP) 0.1 $6.0M +17% 24k 248.67
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Qualcomm (QCOM) 0.1 $5.9M -8% 38k 154.35
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Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $5.9M -4% 103k 57.28
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At&t (T) 0.1 $5.9M -23% 258k 22.69
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TJX Companies (TJX) 0.1 $5.8M +25% 48k 121.08
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Norfolk Southern (NSC) 0.1 $5.8M 25k 234.05
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ConocoPhillips (COP) 0.1 $5.7M +9% 59k 97.57
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O'reilly Automotive (ORLY) 0.1 $5.7M -3% 4.8k 1182.55
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Vanguard World Energy Etf (VDE) 0.1 $5.6M +524% 47k 119.74
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Shell Spon Ads (SHEL) 0.1 $5.6M +17% 91k 61.87
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General Motors Company (GM) 0.1 $5.6M +2% 105k 53.34
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Morgan Stanley Com New (MS) 0.1 $5.5M -64% 44k 125.75
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Air Products & Chemicals (APD) 0.1 $5.4M +8% 19k 289.11
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FedEx Corporation (FDX) 0.1 $5.3M 19k 282.13
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $5.3M +3% 67k 78.65
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McKesson Corporation (MCK) 0.1 $5.3M +33% 9.2k 570.92
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Emerson Electric (EMR) 0.1 $5.2M +43% 42k 124.12
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MetLife (MET) 0.1 $5.1M -5% 63k 81.62
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Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) 0.1 $5.1M +17% 195k 26.16
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $5.1M 7.3k 695.91
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Citigroup Com New (C) 0.1 $5.1M -65% 72k 70.39
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Analog Devices (ADI) 0.1 $5.1M +25% 24k 212.54
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Arthur J. Gallagher & Co. (AJG) 0.1 $5.1M +40% 18k 284.27
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $5.0M -6% 192k 26.19
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Gilead Sciences (GILD) 0.1 $5.0M 55k 92.11
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Danaher Corporation (DHR) 0.1 $5.0M +4% 22k 229.63
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Ishares Gold Tr Ishares New (IAU) 0.1 $5.0M -14% 101k 49.49
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Boeing Company (BA) 0.1 $5.0M 28k 176.80
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Parker-Hannifin Corporation (PH) 0.1 $5.0M +6% 7.8k 636.57
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $4.9M 140k 35.26
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Amgen (AMGN) 0.1 $4.9M +7% 19k 259.61
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $4.9M 107k 45.86
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Illinois Tool Works (ITW) 0.1 $4.8M 19k 254.96
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Trane Technologies SHS (TT) 0.1 $4.8M -6% 13k 371.15
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Duke Energy Corp Com New (DUK) 0.1 $4.8M -3% 45k 107.73
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Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $4.8M -12% 270k 17.71
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Mondelez Intl Cl A (MDLZ) 0.1 $4.7M +74% 79k 59.69
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Coupang Cl A (CPNG) 0.1 $4.7M +6% 212k 22.22
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $4.7M -4% 29k 159.65
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $4.6M -45% 52k 88.88
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Zoetis Cl A (ZTS) 0.1 $4.6M +46% 28k 162.37
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Palo Alto Networks (PANW) 0.1 $4.6M +89% 25k 183.80
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Metropcs Communications (TMUS) 0.1 $4.6M -5% 21k 220.67
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $4.6M 8.0k 569.28
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Starbucks Corporation (SBUX) 0.1 $4.5M -16% 50k 90.88
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Boston Scientific Corporation (BSX) 0.1 $4.5M +61% 51k 89.67
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.5M -39% 36k 127.52
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Pfizer (PFE) 0.1 $4.5M -24% 169k 26.49
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Us Bancorp Del Com New (USB) 0.1 $4.4M -3% 92k 48.03
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $4.4M +239% 54k 80.97
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Chipotle Mexican Grill (CMG) 0.1 $4.4M +19% 73k 60.09
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Advanced Micro Devices (AMD) 0.1 $4.3M -24% 35k 121.99
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Spdr Gold Tr Gold Shs (GLD) 0.1 $4.3M +14% 18k 241.39
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Select Sector Spdr Tr Technology (XLK) 0.1 $4.2M 18k 233.60
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Carrier Global Corporation (CARR) 0.1 $4.2M -2% 62k 68.24
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Waste Management (WM) 0.1 $4.2M +13% 21k 202.10
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Palantir Technologies Cl A (PLTR) 0.1 $4.2M +12% 55k 76.78
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Kla Corp Com New (KLAC) 0.1 $4.2M -2% 6.6k 631.84
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PNC Financial Services (PNC) 0.1 $4.1M -68% 21k 192.66
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Howmet Aerospace (HWM) 0.1 $4.1M +9% 38k 109.59
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Bank of New York Mellon Corporation (BK) 0.1 $4.1M +6% 53k 77.04
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Sherwin-Williams Company (SHW) 0.1 $4.0M +38% 12k 338.86
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Medtronic SHS (MDT) 0.1 $4.0M +9% 54k 74.18
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Applied Materials (AMAT) 0.1 $3.9M -13% 24k 163.23
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $3.9M -3% 31k 124.96
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $3.9M -3% 31k 126.86
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Ge Vernova (GEV) 0.1 $3.9M -40% 12k 329.96
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Prudential Financial (PRU) 0.1 $3.8M +25% 32k 118.28
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Target Corporation (TGT) 0.1 $3.7M -13% 28k 135.13
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $3.7M -9% 23k 161.68
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Travelers Companies (TRV) 0.1 $3.7M 16k 240.87
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Woodward Governor Company (WWD) 0.1 $3.7M -7% 22k 166.84
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $3.6M -2% 19k 195.85
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Alliant Energy Corporation (LNT) 0.1 $3.6M +14% 61k 59.18
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Shopify Cl A (SHOP) 0.1 $3.6M +25% 34k 106.58
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Cummins (CMI) 0.1 $3.6M +50% 10k 348.46
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Public Service Enterprise (PEG) 0.1 $3.5M +71% 42k 84.88
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Southern Company (SO) 0.0 $3.5M -3% 42k 82.35
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Marsh & McLennan Companies (MMC) 0.0 $3.4M 16k 212.03
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $3.4M +12% 38k 89.33
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Johnson Ctls Intl SHS (JCI) 0.0 $3.3M -2% 42k 79.13
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Fair Isaac Corporation (FICO) 0.0 $3.3M -14% 1.7k 1996.66
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $3.3M -6% 146k 22.73
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Astrazeneca Sponsored Adr (AZN) 0.0 $3.3M -3% 50k 65.57
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Dupont De Nemours (DD) 0.0 $3.3M +23% 43k 76.11
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Copart (CPRT) 0.0 $3.3M 57k 57.82
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Spotify Technology S A SHS (SPOT) 0.0 $3.3M 7.3k 451.65
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Workday Cl A (WDAY) 0.0 $3.3M +19% 12k 261.93
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State Street Corporation (STT) 0.0 $3.2M +73% 33k 98.26
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $3.2M -9% 31k 104.89
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Past Filings by Choreo

SEC 13F filings are viewable for Choreo going back to 2020

View all past filings