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, VBR, and represent 21.16% of Choreo's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$70M), SCHX (+$36M), VOO (+$28M), SCHD (+$26M), SCHF (+$25M), AAPL (+$18M), IGSB (+$16M), JPST (+$15M), SPAB (+$14M), GVI (+$13M).
- Started 153 new stock positions in RWM, DOX, Pros Holdings, MHK, PEGA, CALF, Bofa Fin, SHAK, FAF, NPKI.
- Reduced shares in these 10 stocks: , IVV (-$41M), MUB (-$22M), CEG (-$15M), IJH (-$14M), GE (-$12M), WFC (-$11M), MS (-$9.9M), C (-$9.7M), EMXC (-$9.0M).
- Sold out of its positions in ABM, AGCO, AVK, AVAV, Affirm Hldgs, ALB, ALGM, AAT, AEO, AFG.
- Choreo was a net buyer of stock by $144M.
- Choreo has $7.0B in assets under management (AUM), dropping by 2.08%.
- Central Index Key (CIK): 0001679031
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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.
- Sign up to view all of the Choreo Dec. 31, 2024 positions
- Download the Choreo December 2024 csv data
| 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 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $65M | +12% | 223k | 290.01 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.6M | 8.0k | 569.28 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $4.5M | -16% | 50k | 90.88 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $4.5M | +61% | 51k | 89.67 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.5M | -39% | 36k | 127.52 |
|
| Pfizer (PFE) | 0.1 | $4.5M | -24% | 169k | 26.49 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $4.4M | -3% | 92k | 48.03 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $4.4M | +239% | 54k | 80.97 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $4.4M | +19% | 73k | 60.09 |
|
| Advanced Micro Devices (AMD) | 0.1 | $4.3M | -24% | 35k | 121.99 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.3M | +14% | 18k | 241.39 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.2M | 18k | 233.60 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $4.2M | -2% | 62k | 68.24 |
|
| Waste Management (WM) | 0.1 | $4.2M | +13% | 21k | 202.10 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.2M | +12% | 55k | 76.78 |
|
| Kla Corp Com New (KLAC) | 0.1 | $4.2M | -2% | 6.6k | 631.84 |
|
| PNC Financial Services (PNC) | 0.1 | $4.1M | -68% | 21k | 192.66 |
|
| Howmet Aerospace (HWM) | 0.1 | $4.1M | +9% | 38k | 109.59 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $4.1M | +6% | 53k | 77.04 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $4.0M | +38% | 12k | 338.86 |
|
| Medtronic SHS (MDT) | 0.1 | $4.0M | +9% | 54k | 74.18 |
|
| Applied Materials (AMAT) | 0.1 | $3.9M | -13% | 24k | 163.23 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $3.9M | -3% | 31k | 124.96 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.9M | -3% | 31k | 126.86 |
|
| Ge Vernova (GEV) | 0.1 | $3.9M | -40% | 12k | 329.96 |
|
| Prudential Financial (PRU) | 0.1 | $3.8M | +25% | 32k | 118.28 |
|
| Target Corporation (TGT) | 0.1 | $3.7M | -13% | 28k | 135.13 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.7M | -9% | 23k | 161.68 |
|
| Travelers Companies (TRV) | 0.1 | $3.7M | 16k | 240.87 |
|
|
| Woodward Governor Company (WWD) | 0.1 | $3.7M | -7% | 22k | 166.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.6M | -2% | 19k | 195.85 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $3.6M | +14% | 61k | 59.18 |
|
| Shopify Cl A (SHOP) | 0.1 | $3.6M | +25% | 34k | 106.58 |
|
| Cummins (CMI) | 0.1 | $3.6M | +50% | 10k | 348.46 |
|
| Public Service Enterprise (PEG) | 0.1 | $3.5M | +71% | 42k | 84.88 |
|
| Southern Company (SO) | 0.0 | $3.5M | -3% | 42k | 82.35 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $3.4M | 16k | 212.03 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $3.4M | +12% | 38k | 89.33 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $3.3M | -2% | 42k | 79.13 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $3.3M | -14% | 1.7k | 1996.66 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $3.3M | -6% | 146k | 22.73 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $3.3M | -3% | 50k | 65.57 |
|
| Dupont De Nemours (DD) | 0.0 | $3.3M | +23% | 43k | 76.11 |
|
| Copart (CPRT) | 0.0 | $3.3M | 57k | 57.82 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $3.3M | 7.3k | 451.65 |
|
|
| Workday Cl A (WDAY) | 0.0 | $3.3M | +19% | 12k | 261.93 |
|
| State Street Corporation (STT) | 0.0 | $3.2M | +73% | 33k | 98.26 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $3.2M | -9% | 31k | 104.89 |
|
Past Filings by Choreo
SEC 13F filings are viewable for Choreo going back to 2020
- Choreo 2024 Q4 filed Jan. 27, 2025
- Choreo 2024 Q3 filed Nov. 7, 2024
- Choreo 2024 Q2 filed Aug. 7, 2024
- Choreo 2024 Q1 filed May 2, 2024
- Choreo 2023 Q4 filed Feb. 5, 2024
- Choreo 2023 Q3 filed Nov. 8, 2023
- Choreo 2023 Q2 filed Aug. 4, 2023
- Choreo 2023 Q1 filed May 15, 2023
- Choreo 2022 Q4 filed Feb. 13, 2023
- Choreo 2022 Q3 filed Oct. 21, 2022
- Choreo 2022 Q2 filed Aug. 11, 2022
- Choreo 2022 Q1 filed May 2, 2022
- Rsm Us Wealth Management 2021 Q4 filed Feb. 8, 2022
- 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