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 19.55% of Choreo's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$52M), SCHM (+$25M), SPAB (+$23M), SCHG (+$22M), BND (+$21M), SCHF (+$19M), VWO (+$18M), SCHV (+$17M), MUB (+$16M), IEFA (+$15M).
- Started 151 new stock positions in SSRM, DFGR, SPHY, GPIX, BURL, CHD, GWRE, EUSB, PAA, RTO.
- Reduced shares in these 10 stocks: AstraZeneca, HD, USRT, MINT, KO, WWD, QUAL, GE, IVW, .
- Sold out of its positions in OUSA, ARKK, Alpine Global Premier Pptys Fd Com Sbi cef, AYI, ACM, AMG, Alliant Energy Corp, AAL, FOLD, HACK.
- Choreo was a net buyer of stock by $552M.
- Choreo has $8.1B in assets under management (AUM), dropping by 3.78%.
- Central Index Key (CIK): 0001679031
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Portfolio Holdings for Choreo
Choreo holds 1613 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Choreo has 1613 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Choreo March 31, 2026 positions
- Download the Choreo March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 5.6 | $454M | +2% | 1.0M | 436.78 |
|
| Vanguard Index Fds Value Etf (VTV) | 5.2 | $427M | +2% | 2.2M | 196.20 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.4 | $278M | 652k | 426.40 |
|
|
| Apple (AAPL) | 2.9 | $234M | 921k | 253.79 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $199M | +8% | 2.2M | 90.52 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.2 | $180M | +13% | 2.4M | 73.64 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.2 | $179M | +2% | 822k | 217.25 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.2 | $175M | +11% | 3.2M | 54.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $167M | +9% | 280k | 597.55 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.0 | $161M | 532k | 302.24 |
|
|
| NVIDIA Corporation (NVDA) | 2.0 | $159M | +2% | 914k | 174.39 |
|
| Microsoft Corporation (MSFT) | 1.4 | $115M | 310k | 370.16 |
|
|
| Bank of America Corporation (BAC) | 1.2 | $96M | 2.0M | 48.75 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $91M | +2% | 140k | 653.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $91M | +4% | 371k | 244.90 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.1 | $88M | +28% | 3.5M | 24.75 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $86M | 403k | 213.67 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $86M | +157% | 3.3M | 25.64 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $85M | 1.3M | 64.07 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $80M | +5% | 1.1M | 69.75 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.0 | $78M | +3% | 1.5M | 52.78 |
|
| Amazon (AMZN) | 0.9 | $77M | 370k | 208.27 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $70M | +2% | 242k | 287.56 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $69M | 361k | 191.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $67M | 210k | 320.77 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.8 | $66M | 934k | 70.91 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.8 | $62M | 1.3M | 48.46 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $61M | +2% | 213k | 286.87 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $58M | 80.00 | 718140.00 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $54M | +11% | 205k | 261.92 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $52M | 108k | 479.19 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $51M | +20% | 1.7M | 30.70 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $51M | 142k | 356.55 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $50M | 511k | 97.13 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $49M | 166k | 294.16 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $47M | +2% | 83k | 572.75 |
|
| Broadcom (AVGO) | 0.6 | $47M | +2% | 151k | 309.56 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $47M | +52% | 438k | 106.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $46M | -2% | 410k | 113.11 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $46M | 244k | 189.59 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $38M | 818k | 46.74 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $36M | +157% | 1.2M | 29.13 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.4 | $36M | +186% | 1.4M | 25.62 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $36M | 113k | 313.78 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $35M | +2% | 143k | 244.44 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $33M | +8% | 58k | 577.18 |
|
| Tesla Motors (TSLA) | 0.4 | $33M | +8% | 89k | 371.75 |
|
| Thor Industries (THO) | 0.4 | $31M | 393k | 79.89 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $31M | +13% | 169k | 185.78 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $31M | 183k | 169.66 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $30M | +7% | 269k | 111.37 |
|
| Chevron Corporation (CVX) | 0.4 | $30M | +2% | 143k | 206.90 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $28M | +1044% | 887k | 30.96 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $27M | 306k | 88.46 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $27M | 29k | 919.70 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $26M | -4% | 136k | 191.72 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $26M | 360k | 71.13 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $25M | +43% | 251k | 99.27 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $25M | -3% | 314k | 78.41 |
|
| Philip Morris International (PM) | 0.3 | $24M | 145k | 166.80 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $24M | -2% | 356k | 67.53 |
|
| Abbvie (ABBV) | 0.3 | $23M | 106k | 217.49 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $23M | -12% | 387k | 59.19 |
|
| Wal-Mart Stores (WMT) | 0.3 | $23M | 184k | 124.52 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $23M | +2% | 323k | 70.18 |
|
| Visa Com Cl A (V) | 0.3 | $23M | -2% | 75k | 302.24 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $22M | +36% | 394k | 56.68 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.3 | $22M | +9% | 74k | 295.12 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $22M | -2% | 73k | 298.85 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $22M | -2% | 346k | 62.45 |
|
| Home Depot (HD) | 0.3 | $21M | -16% | 64k | 328.88 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $21M | 21k | 996.41 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $21M | -3% | 394k | 52.64 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $21M | -3% | 98k | 211.15 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $20M | +5% | 104k | 192.90 |
|
| Netflix (NFLX) | 0.2 | $20M | +7% | 207k | 96.82 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $20M | +531% | 654k | 30.50 |
|
| McDonald's Corporation (MCD) | 0.2 | $19M | +4% | 62k | 310.79 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $19M | -4% | 207k | 92.74 |
|
| Coca-Cola Company (KO) | 0.2 | $19M | -6% | 249k | 76.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $18M | +2% | 62k | 287.14 |
|
| Procter & Gamble Company (PG) | 0.2 | $18M | +5% | 122k | 144.44 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $17M | -2% | 121k | 141.51 |
|
| Caterpillar (CAT) | 0.2 | $17M | -2% | 24k | 708.43 |
|
| Merck & Co (MRK) | 0.2 | $16M | 130k | 121.11 |
|
|
| Tcg Bdc (CGBD) | 0.2 | $16M | 1.4M | 11.34 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $16M | +302% | 177k | 88.70 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $16M | 180k | 86.64 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $15M | -2% | 191k | 79.60 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $15M | 154k | 98.38 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $15M | +3% | 132k | 114.99 |
|
| Pepsi (PEP) | 0.2 | $15M | +6% | 94k | 155.30 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $14M | +35% | 274k | 52.56 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $14M | NEW | 376k | 36.84 |
|
| Cisco Systems (CSCO) | 0.2 | $14M | -2% | 178k | 77.61 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $14M | +4% | 173k | 78.41 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $14M | -4% | 40k | 338.79 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.2 | $14M | 364k | 37.20 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $13M | 94k | 142.35 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $13M | +278% | 338k | 38.86 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $13M | +5% | 94k | 138.32 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $13M | NEW | 529k | 24.27 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $13M | +2% | 9.6k | 1320.85 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $12M | -5% | 218k | 56.79 |
|
| Oracle Corporation (ORCL) | 0.1 | $12M | 81k | 147.10 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $12M | -8% | 41k | 284.22 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $12M | +672% | 437k | 26.61 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $12M | +834% | 228k | 50.57 |
|
| Automatic Data Processing (ADP) | 0.1 | $12M | +3% | 56k | 204.88 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $12M | -5% | 23k | 499.66 |
|
| Union Pacific Corporation (UNP) | 0.1 | $12M | +2% | 47k | 242.62 |
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| International Business Machines (IBM) | 0.1 | $11M | +2% | 47k | 242.39 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $11M | +46% | 242k | 46.07 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $11M | NEW | 146k | 74.72 |
|
| Micron Technology (MU) | 0.1 | $11M | +19% | 32k | 337.98 |
|
| Abbott Laboratories (ABT) | 0.1 | $11M | -3% | 105k | 102.67 |
|
| S&p Global (SPGI) | 0.1 | $11M | -3% | 25k | 425.34 |
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| Walt Disney Company (DIS) | 0.1 | $11M | +2% | 110k | 96.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $11M | 85k | 124.31 |
|
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| Palantir Technologies Cl A (PLTR) | 0.1 | $10M | +5% | 71k | 146.28 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $10M | +309% | 97k | 106.50 |
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| Marriott Intl Cl A (MAR) | 0.1 | $10M | 32k | 327.07 |
|
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| 4068594 Enphase Energy (ENPH) | 0.1 | $10M | 269k | 37.81 |
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| Nextera Energy (NEE) | 0.1 | $10M | +7% | 109k | 92.88 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $10M | NEW | 432k | 23.32 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $10M | +60% | 23k | 430.29 |
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| Deere & Company (DE) | 0.1 | $10M | 19k | 533.77 |
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| Goldman Sachs (GS) | 0.1 | $9.9M | -2% | 12k | 845.79 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $9.8M | 104k | 93.98 |
|
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| Altria (MO) | 0.1 | $9.4M | +3% | 143k | 65.99 |
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| 3M Company (MMM) | 0.1 | $9.4M | -2% | 65k | 145.23 |
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| UnitedHealth (UNH) | 0.1 | $9.3M | -4% | 34k | 270.59 |
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| Morgan Stanley Com New (MS) | 0.1 | $9.2M | +5% | 56k | 164.57 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $9.2M | +9% | 15k | 604.39 |
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| Applied Materials (AMAT) | 0.1 | $9.2M | +7% | 27k | 341.79 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $9.1M | +6% | 47k | 194.14 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $9.1M | 180k | 50.61 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $9.1M | 122k | 74.35 |
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| Linde SHS (LIN) | 0.1 | $9.0M | +5% | 18k | 495.77 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $8.9M | NEW | 514k | 17.32 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $8.8M | +6% | 111k | 79.56 |
|
| Shell Spon Ads (SHEL) | 0.1 | $8.7M | 94k | 93.00 |
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| Eaton Corp SHS (ETN) | 0.1 | $8.6M | +5% | 24k | 357.65 |
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| Verizon Communications (VZ) | 0.1 | $8.5M | 170k | 50.20 |
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| TJX Companies (TJX) | 0.1 | $8.5M | +2% | 53k | 159.70 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $8.5M | +774% | 98k | 86.69 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $8.4M | +52% | 107k | 79.27 |
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| Ge Vernova (GEV) | 0.1 | $8.4M | +2% | 9.7k | 872.96 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $8.4M | 92k | 91.37 |
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| Chubb (CB) | 0.1 | $8.3M | -4% | 26k | 326.90 |
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| ConocoPhillips (COP) | 0.1 | $8.2M | 62k | 132.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $8.2M | 93k | 88.16 |
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| At&t (T) | 0.1 | $8.1M | +3% | 281k | 28.99 |
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| Citigroup Com New (C) | 0.1 | $8.1M | 71k | 113.41 |
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| Fiserv (FISV) | 0.1 | $7.9M | 142k | 55.84 |
|
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| Vanguard World Energy Etf (VDE) | 0.1 | $7.9M | 46k | 173.04 |
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| Bristol Myers Squibb (BMY) | 0.1 | $7.9M | +2% | 130k | 60.65 |
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| American Express Company (AXP) | 0.1 | $7.8M | +4% | 26k | 302.48 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $7.7M | NEW | 155k | 49.69 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $7.6M | -2% | 21k | 367.38 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $7.5M | +2% | 95k | 78.60 |
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| Simpson Manufacturing (SSD) | 0.1 | $7.5M | 43k | 171.62 |
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| Honeywell International (HON) | 0.1 | $7.4M | +7% | 33k | 226.03 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.1 | $7.4M | NEW | 146k | 50.71 |
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| Cummins (CMI) | 0.1 | $7.3M | -3% | 14k | 538.03 |
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| Analog Devices (ADI) | 0.1 | $7.3M | -7% | 23k | 318.14 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $7.3M | -3% | 10k | 697.68 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $7.2M | 34k | 215.66 |
|
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $7.2M | +6% | 72k | 100.17 |
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| Kla Corp Com New (KLAC) | 0.1 | $7.2M | -2% | 4.9k | 1472.28 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $7.1M | NEW | 305k | 23.22 |
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| McKesson Corporation (MCK) | 0.1 | $7.1M | -5% | 8.1k | 866.16 |
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| Howmet Aerospace (HWM) | 0.1 | $7.0M | -5% | 31k | 230.46 |
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| Capital One Financial (COF) | 0.1 | $7.0M | 39k | 182.41 |
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| Alerus Finl (ALRS) | 0.1 | $7.0M | 294k | 23.90 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $7.0M | 15k | 464.16 |
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| Advanced Micro Devices (AMD) | 0.1 | $7.0M | 34k | 203.43 |
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| Amgen (AMGN) | 0.1 | $7.0M | +2% | 20k | 351.85 |
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| Boeing Company (BA) | 0.1 | $6.9M | +19% | 35k | 198.93 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $6.9M | -2% | 29k | 240.10 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $6.9M | +6% | 155k | 44.62 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $6.7M | +2% | 52k | 130.94 |
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| Lowe's Companies (LOW) | 0.1 | $6.7M | +3% | 29k | 236.28 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $6.7M | -4% | 56k | 121.19 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $6.6M | 62k | 106.68 |
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| Dbx Etf Tr Xtrackrs S&p 500 (SNPE) | 0.1 | $6.4M | 108k | 59.55 |
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| Gilead Sciences (GILD) | 0.1 | $6.4M | 46k | 139.37 |
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| O'reilly Automotive (ORLY) | 0.1 | $6.4M | +14% | 69k | 92.31 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $6.3M | +4% | 7.0k | 895.29 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $6.3M | +25% | 53k | 118.63 |
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| Woodward Governor Company (WWD) | 0.1 | $6.2M | -17% | 17k | 357.91 |
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| Uber Technologies (UBER) | 0.1 | $6.2M | +3% | 86k | 71.93 |
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| Blackrock (BLK) | 0.1 | $6.1M | -3% | 6.3k | 961.63 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $6.0M | NEW | 122k | 49.37 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $5.9M | +16% | 39k | 152.75 |
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| Norfolk Southern (NSC) | 0.1 | $5.9M | -3% | 21k | 287.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $5.8M | 39k | 148.10 |
|
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $5.7M | -4% | 134k | 42.65 |
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| CVS Caremark Corporation (CVS) | 0.1 | $5.7M | +8% | 79k | 71.82 |
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| Enterprise Products Partners (EPD) | 0.1 | $5.6M | +6% | 149k | 37.84 |
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| Booking Holdings (BKNG) | 0.1 | $5.6M | +14% | 1.3k | 4209.58 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $5.5M | 11k | 492.02 |
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| Palo Alto Networks (PANW) | 0.1 | $5.5M | +15% | 34k | 160.28 |
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| Southern Company (SO) | 0.1 | $5.4M | +3% | 56k | 96.52 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.1 | $5.4M | +90% | 179k | 30.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $5.4M | -4% | 12k | 461.00 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $5.4M | 46k | 118.62 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $5.4M | -3% | 132k | 40.83 |
|
| Intel Corporation (INTC) | 0.1 | $5.3M | +15% | 121k | 44.13 |
|
| Wayside Technology (CLMB) | 0.1 | $5.3M | +337% | 269k | 19.82 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $5.3M | 40k | 132.84 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $5.3M | +3% | 183k | 28.71 |
|
| Medtronic SHS (MDT) | 0.1 | $5.2M | +15% | 59k | 87.32 |
|
| Pfizer (PFE) | 0.1 | $5.1M | +10% | 183k | 28.07 |
|
| Emerson Electric (EMR) | 0.1 | $5.1M | +6% | 39k | 131.02 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $5.0M | 110k | 45.65 |
|
|
| FedEx Corporation (FDX) | 0.1 | $5.0M | -10% | 14k | 357.75 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $5.0M | +232% | 216k | 22.91 |
|
| salesforce (CRM) | 0.1 | $4.9M | -5% | 26k | 186.67 |
|
| Waste Management (WM) | 0.1 | $4.8M | +7% | 21k | 229.79 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.8M | +8% | 26k | 184.28 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.8M | +11% | 83k | 58.14 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $4.8M | 94k | 51.09 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.8M | +13% | 6.2k | 772.60 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $4.7M | -6% | 50k | 94.95 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $4.7M | -3% | 49k | 95.99 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $4.7M | +3% | 51k | 92.69 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $4.7M | NEW | 94k | 50.04 |
|
| Us Bancorp Com New (USB) | 0.1 | $4.7M | 89k | 52.52 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $4.6M | +9% | 18k | 261.93 |
|
| Air Products & Chemicals (APD) | 0.1 | $4.6M | +8% | 16k | 290.50 |
|
| Trane Technologies SHS (TT) | 0.1 | $4.6M | +10% | 11k | 416.74 |
|
| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.1 | $4.6M | 233k | 19.62 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $4.5M | 51k | 87.84 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.5M | -12% | 36k | 126.59 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.4M | 46k | 97.23 |
|
|
| Quanta Services (PWR) | 0.1 | $4.4M | 8.0k | 549.05 |
|
|
| Astrazeneca Ord (AZN) | 0.1 | $4.4M | NEW | 22k | 196.39 |
|
| Phillips 66 (PSX) | 0.1 | $4.3M | 24k | 182.18 |
|
|
| Intuit (INTU) | 0.1 | $4.3M | -15% | 9.9k | 432.39 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $4.3M | 47k | 91.64 |
|
|
| Qualcomm (QCOM) | 0.1 | $4.2M | -9% | 33k | 128.78 |
|
| Travelers Companies (TRV) | 0.1 | $4.2M | +4% | 15k | 291.68 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $4.2M | +192% | 146k | 29.08 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $4.2M | -2% | 68k | 61.26 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $4.2M | 74k | 56.86 |
|
|
| Cme (CME) | 0.1 | $4.2M | +18% | 14k | 295.36 |
|
| Stryker Corporation (SYK) | 0.1 | $4.1M | -9% | 13k | 328.58 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $4.1M | 86k | 47.72 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $4.1M | -8% | 107k | 37.96 |
|
Past Filings by Choreo
SEC 13F filings are viewable for Choreo going back to 2020
- Choreo 2026 Q1 filed May 13, 2026
- 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