Sequoia Financial Advisors

Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Sequoia Financial Advisors

Companies in the Sequoia Financial Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.2 $333M +3% 1.7M 194.64
Ishares Tr Core Msci Total (IXUS) 8.8 $193M 2.9M 67.19
Ishares Tr Core Us Aggbd Et (AGG) 6.1 $132M +5% 1.1M 118.19
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.1 $112M 453k 247.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $73M 799k 90.95
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 3.1 $69M -5% 1.5M 44.46
Spdr Index Shs Fds S&p Gblinf Etf (GII) 3.1 $67M 1.3M 49.89
Apple (AAPL) 2.5 $55M +2% 416k 132.69
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $49M 875k 56.03
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.8 $39M 809k 48.71
Ishares Tr National Mun Etf (MUB) 1.8 $39M +7% 331k 117.20
Ishares Tr Russell 2000 Etf (IWM) 1.7 $38M +4% 193k 196.06
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.6 $35M +9% 699k 50.47
Microsoft Corporation (MSFT) 1.5 $34M +3% 152k 222.42

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Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.3 $30M -2% 1.1M 27.65
Ishares Tr Msci Acwi Etf (ACWI) 1.1 $24M +35% 267k 90.72
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.1 $23M 400k 58.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $23M -5% 182k 127.54
Amazon (AMZN) 1.0 $22M +6% 6.6k 3256.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $21M 91k 231.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $20M +13% 63k 313.74
First Tr Exchange-traded Dj Internt Idx (FDN) 0.8 $17M 78k 212.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $16M -2% 182k 89.00
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $15M -3% 145k 102.04
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.7 $15M 126k 117.08
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $14M +24% 530k 27.24
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $14M 380k 37.65
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.7 $14M 266k 53.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $14M 162k 86.22
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $13M -4% 246k 53.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $13M +6% 33k 373.87
Laboratory Corp Amer Hldgs Com New (LH) 0.5 $12M +7% 57k 203.56
Palo Alto Networks (PANW) 0.5 $10M +7% 29k 355.39
JPMorgan Chase & Co. (JPM) 0.4 $9.8M +3% 77k 127.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $9.2M 72k 128.41
Comcast Corp Cl A (CMCSA) 0.4 $9.2M +7% 175k 52.40
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $9.1M -2% 103k 88.55
Ishares Tr Core S&p500 Etf (IVV) 0.4 $9.1M -2% 24k 375.40
Dupont De Nemours (DD) 0.4 $9.1M +91% 128k 71.11
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $9.0M +38% 167k 54.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $8.7M 146k 59.53
Zimmer Holdings (ZBH) 0.4 $8.6M +6% 56k 154.09
Brookfield Infrast Partners Lp Int Unit (BIP) 0.4 $8.6M -2% 174k 49.40
Discovery Com Ser C (DISCK) 0.4 $8.0M +8% 305k 26.19
salesforce (CRM) 0.4 $7.9M +7% 36k 222.54
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $7.9M 259k 30.65
Alphabet Cap Stk Cl C (GOOG) 0.4 $7.8M 4.5k 1751.85
Servicenow (NOW) 0.3 $7.5M 14k 550.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $7.1M +2% 78k 90.99
Home Depot (HD) 0.3 $6.7M 25k 265.61
Centene Corporation (CNC) 0.3 $6.7M +8% 111k 60.03
Spdr Gold Tr Gold Shs (GLD) 0.3 $6.5M 36k 178.35
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $6.3M +3% 27k 232.72
Tesla Motors (TSLA) 0.3 $6.1M -11% 8.6k 705.62
Uber Technologies (UBER) 0.3 $5.9M +4% 116k 51.00
Wal-Mart Stores (WMT) 0.3 $5.7M +6% 40k 144.14
Incyte Corporation (INCY) 0.3 $5.7M +12% 66k 86.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $5.6M +67% 58k 97.14
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $5.2M +16% 338k 15.26
Verizon Communications (VZ) 0.2 $4.9M +12% 83k 58.75
Goldman Sachs (GS) 0.2 $4.9M +8% 19k 263.73
Procter & Gamble Company (PG) 0.2 $4.8M +18% 35k 139.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $4.8M 35k 138.13
Honeywell International (HON) 0.2 $4.8M 23k 212.70
Abbvie (ABBV) 0.2 $4.8M +9% 44k 107.15
Ishares Tr Global Reit Etf (REET) 0.2 $4.6M +30% 192k 23.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $4.5M +14% 78k 58.36
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $4.5M +57% 38k 119.82
At&t (T) 0.2 $4.5M +7% 155k 28.76
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $4.4M +5% 85k 52.49
Vanguard World Fds Health Car Etf (VHT) 0.2 $4.4M +28% 20k 223.72
Cisco Systems (CSCO) 0.2 $4.4M +5% 98k 44.75
Pfizer (PFE) 0.2 $4.4M +15% 118k 36.81
Pepsi (PEP) 0.2 $4.2M +5% 28k 148.29
Walt Disney Company (DIS) 0.2 $4.2M +7% 23k 181.17
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.1M +2% 20k 211.82
F5 Networks (FFIV) 0.2 $4.1M +8% 23k 175.96
Steris Shs Usd (STE) 0.2 $4.1M -43% 22k 189.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $4.0M 17k 229.81
Intel Corporation (INTC) 0.2 $3.9M +3% 79k 49.82
Ishares Core Msci Emkt (IEMG) 0.2 $3.8M +33% 62k 62.04
Merck & Co (MRK) 0.2 $3.8M 47k 81.79
Alphabet Cap Stk Cl A (GOOGL) 0.2 $3.8M +3% 2.2k 1752.77
Johnson & Johnson (JNJ) 0.2 $3.8M +2% 24k 157.38
Vmware Cl A Com (VMW) 0.2 $3.7M +9% 26k 140.25
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $3.7M +8% 11k 327.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $3.6M +37% 52k 68.34
Facebook Cl A (FB) 0.2 $3.4M +4% 13k 273.20
Visa Com Cl A (V) 0.2 $3.4M +10% 15k 218.70
Ishares Tr Mbs Etf (MBB) 0.2 $3.3M +4% 30k 110.12
Sherwin-Williams Company (SHW) 0.2 $3.3M 4.5k 735.05
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.1M +298% 49k 63.83
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $3.1M 46k 68.18
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $3.1M +9% 44k 69.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.0M 22k 136.71
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $3.0M +3% 32k 92.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.9M +3% 8.5k 343.65
Chevron Corporation (CVX) 0.1 $2.9M +23% 34k 84.46
Starbucks Corporation (SBUX) 0.1 $2.8M 26k 106.96
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $2.7M -5% 82k 33.53
International Business Machines (IBM) 0.1 $2.6M +7% 21k 125.90
Gilead Sciences (GILD) 0.1 $2.6M +23% 44k 58.25
United Parcel Service CL B (UPS) 0.1 $2.6M +5% 15k 168.39
Interpublic Group of Companies (IPG) 0.1 $2.5M +12% 106k 23.52
Marathon Petroleum Corp (MPC) 0.1 $2.5M +16% 60k 41.36
Ares Capital Corporation (ARCC) 0.1 $2.4M +11% 145k 16.89
Premier Financial Corp (PFC) 0.1 $2.4M -3% 106k 23.00
Boeing Company (BA) 0.1 $2.4M +13% 11k 214.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.4M +13% 27k 88.20
Hanesbrands (HBI) 0.1 $2.4M +22% 165k 14.58
Oaktree Specialty Lending Corp (OCSL) 0.1 $2.4M +15% 424k 5.57
Greif Cl A (GEF) 0.1 $2.4M +8% 50k 46.88
Amgen (AMGN) 0.1 $2.3M +2% 10k 229.89
Paypal Holdings (PYPL) 0.1 $2.3M +4% 9.7k 234.16
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.3M 8.6k 261.26
Huntington Bancshares Incorporated (HBAN) 0.1 $2.3M 178k 12.63
Western Union Company (WU) 0.1 $2.2M +150% 100k 21.94
Parker-Hannifin Corporation (PH) 0.1 $2.2M +6% 8.0k 272.45
Starwood Property Trust (STWD) 0.1 $2.2M +13% 113k 19.30
C H Robinson Worldwide Com New (CHRW) 0.1 $2.1M 23k 93.85
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $2.1M -6% 72k 29.48
Mastercard Incorporated Cl A (MA) 0.1 $2.1M -16% 5.9k 356.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.1M +7% 23k 91.90
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.1M 10k 206.73
TransDigm Group Incorporated (TDG) 0.1 $2.0M 3.3k 618.98
NVIDIA Corporation (NVDA) 0.1 $1.9M +19% 3.7k 522.25
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $1.9M -3% 43k 43.72
Raytheon Technologies Corp (RTX) 0.1 $1.9M 26k 71.52
McDonald's Corporation (MCD) 0.1 $1.9M +19% 8.7k 214.61
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.8M +124% 15k 124.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.8M +3% 50k 36.01
3M Company (MMM) 0.1 $1.8M +8% 10k 174.81
Qualcomm (QCOM) 0.1 $1.8M +5% 12k 152.35
Exxon Mobil Corporation (XOM) 0.1 $1.8M 43k 41.21
Select Sector Spdr Tr Technology (XLK) 0.1 $1.7M +16% 13k 130.05
Ford Motor Company (F) 0.1 $1.7M -4% 195k 8.79
Gentex Corporation (GNTX) 0.1 $1.7M 50k 33.93
Colgate-Palmolive Company (CL) 0.1 $1.7M +2% 20k 85.48
Caterpillar (CAT) 0.1 $1.7M 9.2k 182.04
Lockheed Martin Corporation (LMT) 0.1 $1.7M 4.7k 354.91
Abbott Laboratories (ABT) 0.1 $1.6M 15k 109.49
Nextera Energy (NEE) 0.1 $1.6M +351% 21k 77.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M -9% 31k 50.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M -2% 21k 72.95
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.5M +7% 30k 51.41
Bank of America Corporation (BAC) 0.1 $1.5M -4% 49k 30.32
Coca-Cola Company (KO) 0.1 $1.5M 27k 54.86
Nike CL B (NKE) 0.1 $1.4M 10k 141.43
Royal Caribbean Cruises (RCL) 0.1 $1.4M 19k 74.70
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.4M +8% 69k 20.20
Kellogg Company (K) 0.1 $1.4M +32% 22k 62.21
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.1 $1.4M -3% 19k 72.30
Select Sector Spdr Tr Energy (XLE) 0.1 $1.4M +20% 36k 37.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.4M +7% 21k 64.16
Ishares Tr Select Divid Etf (DVY) 0.1 $1.3M +52% 14k 96.19
UnitedHealth (UNH) 0.1 $1.3M +8% 3.8k 350.59
Thermo Fisher Scientific (TMO) 0.1 $1.3M 2.9k 465.81
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.3M -2% 21k 62.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.3M +29% 15k 84.91
Air Products & Chemicals (APD) 0.1 $1.3M +8% 4.7k 273.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.3M +44% 15k 83.24
Msc Indl Direct Cl A (MSM) 0.1 $1.3M NEW 15k 84.40
Oracle Corporation (ORCL) 0.1 $1.3M +10% 19k 64.70
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $1.2M +6% 14k 91.67
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.2M +7% 11k 113.44
Global Payments (GPN) 0.1 $1.2M -5% 5.6k 215.34
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.2M +53% 13k 88.71
DTE Energy Company (DTE) 0.1 $1.2M 9.7k 121.37
General Electric Company (GE) 0.1 $1.2M -7% 108k 10.80
Target Corporation (TGT) 0.1 $1.2M +4% 6.6k 176.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $1.2M -10% 25k 47.20
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.2M +63% 7.7k 151.48
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $1.2M -11% 26k 44.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.1M -2% 13k 87.33
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.1M 12k 96.94
Medtronic SHS (MDT) 0.1 $1.1M +45% 9.7k 117.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.1M 17k 68.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.1M +81% 14k 82.86
Smucker J M Com New (SJM) 0.1 $1.1M 9.6k 115.58
Morgan Stanley Com New (MS) 0.1 $1.1M +292% 28k 38.97
Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.1M 6.1k 175.82
Bristol Myers Squibb (BMY) 0.0 $1.1M +4% 17k 62.06
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.1M 8.2k 128.03
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $1.0M -2% 35k 29.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.0M 4.2k 241.24
Intuitive Surgical Com New (ISRG) 0.0 $1.0M 1.2k 818.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $996k 9.1k 109.07
Adobe Systems Incorporated (ADBE) 0.0 $968k 1.9k 500.00
Yum! Brands (YUM) 0.0 $961k 8.9k 108.56
Netflix (NFLX) 0.0 $953k +8% 1.8k 540.86
Lowe's Companies (LOW) 0.0 $922k 5.7k 160.52
Eli Lilly & Co. (LLY) 0.0 $917k +11% 5.4k 168.81
Costco Wholesale Corporation (COST) 0.0 $897k +5% 2.4k 376.73
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $895k +19% 6.8k 131.71
Northwest Bancshares (NWBI) 0.0 $882k +16% 69k 12.75
Eaton Corp SHS (ETN) 0.0 $869k +8% 7.2k 120.11
PNC Financial Services (PNC) 0.0 $860k +6% 5.8k 149.07
Rockwell Automation (ROK) 0.0 $846k +2% 3.4k 250.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $828k NEW 15k 55.16
Danaher Corporation (DHR) 0.0 $800k -2% 3.6k 222.04
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $786k 2.7k 286.76
Carrier Global Corporation (CARR) 0.0 $751k +4% 20k 37.71
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $747k +50% 20k 37.20
Agnico (AEM) 0.0 $740k 11k 70.53
Automatic Data Processing (ADP) 0.0 $729k +21% 4.1k 176.17
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $708k NEW 7.6k 93.21
Union Pacific Corporation (UNP) 0.0 $708k +20% 3.4k 208.11
Waste Management (WM) 0.0 $705k +7% 6.0k 117.85
Progressive Corporation (PGR) 0.0 $693k +73% 7.0k 98.84
Corning Incorporated (GLW) 0.0 $686k +16% 19k 36.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $682k 4.8k 142.23
General Motors Company (GM) 0.0 $676k -2% 16k 41.61
Otis Worldwide Corp (OTIS) 0.0 $674k +4% 10k 67.57
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $671k 5.0k 133.16
Vanguard Index Fds Growth Etf (VUG) 0.0 $665k 2.6k 253.43
Constellation Brands Cl A (STZ) 0.0 $665k NEW 3.0k 219.04
Scotts Miracle Gro Cl A (SMG) 0.0 $663k 3.3k 198.98
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $636k 9.4k 67.41
Clorox Company (CLX) 0.0 $627k 3.1k 201.93
Southern Company (SO) 0.0 $625k +9% 10k 61.43
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $622k 2.0k 305.80
Becton, Dickinson and (BDX) 0.0 $621k +3% 2.5k 250.40
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $617k 1.7k 353.99
Linde SHS (LIN) 0.0 $613k +8% 2.3k 263.54
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $607k -18% 4.3k 141.10
American Express Company (AXP) 0.0 $603k +4% 5.0k 120.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $598k +4% 12k 51.70
BlackRock (BLK) 0.0 $584k +13% 810.00 720.99
Edwards Lifesciences (EW) 0.0 $582k 6.4k 91.22
Delta Air Lines Inc Del Com New (DAL) 0.0 $581k +12% 14k 40.21
Emerson Electric (EMR) 0.0 $580k 7.2k 80.30
American Electric Power Company (AEP) 0.0 $578k +8% 6.9k 83.26
Spdr Ser Tr Aerospace Def (XAR) 0.0 $578k 5.0k 114.80
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $560k 8.9k 62.72
Zoetis Cl A (ZTS) 0.0 $552k +30% 3.3k 165.62
Ferrari Nv Ord (RACE) 0.0 $546k 2.4k 229.32
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $544k 8.8k 61.57
Yum China Holdings (YUMC) 0.0 $543k +2% 9.5k 57.11
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $537k NEW 9.6k 56.20
Intuit (INTU) 0.0 $536k 1.4k 380.14
Kimberly-Clark Corporation (KMB) 0.0 $532k -12% 3.9k 134.79
Advanced Micro Devices (AMD) 0.0 $525k NEW 5.7k 91.70
Ishares Tr U.s. Tech Etf (IYW) 0.0 $515k +299% 6.1k 85.11
Novartis Sponsored Adr (NVS) 0.0 $514k +4% 5.4k 94.50
MercadoLibre (MELI) 0.0 $513k 306.00 1676.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $507k 3.2k 157.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $507k 1.2k 420.05
Citigroup Com New (C) 0.0 $505k -7% 8.2k 61.64
Stryker Corporation (SYK) 0.0 $496k 2.0k 244.94
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $494k 22k 22.37
L3harris Technologies (LHX) 0.0 $486k +19% 2.6k 188.96
Autodesk (ADSK) 0.0 $481k +37% 1.6k 305.59
Duke Energy Corp Com New (DUK) 0.0 $480k -2% 5.2k 91.48
Dow (DOW) 0.0 $478k -5% 8.6k 55.52
Broadcom (AVGO) 0.0 $471k +17% 1.1k 437.33
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $469k 18k 25.64
Anthem (ANTM) 0.0 $463k 1.4k 321.08
Truist Financial Corp equities (TFC) 0.0 $462k +11% 9.6k 47.91
Lancaster Colony (LANC) 0.0 $460k 2.5k 183.93
Ameren Corporation (AEE) 0.0 $459k +9% 5.9k 78.09
Texas Instruments Incorporated (TXN) 0.0 $457k +30% 2.8k 163.98
Nordson Corporation (NDSN) 0.0 $455k 2.3k 201.15
Philip Morris International (PM) 0.0 $453k +2% 5.5k 82.71
CVS Caremark Corporation (CVS) 0.0 $447k 6.5k 68.33
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $440k +78% 14k 30.74
CSX Corporation (CSX) 0.0 $437k +32% 4.8k 90.83
Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) 0.0 $436k 22k 20.07
Altria (MO) 0.0 $434k -6% 11k 40.96
Unilever Spon Adr New (UL) 0.0 $433k +77% 7.2k 60.34
Southwest Airlines (LUV) 0.0 $432k +27% 9.3k 46.59
Vanguard Index Fds Value Etf (VTV) 0.0 $432k -5% 3.6k 118.91
Diebold Incorporated (DBD) 0.0 $431k 40k 10.67
Analog Devices (ADI) 0.0 $428k +20% 2.9k 147.84
Asml Holding N V N Y Registry Shs (ASML) 0.0 $427k +20% 876.00 487.44
Spdr Ser Tr S&p Biotech (XBI) 0.0 $423k +55% 3.0k 140.81
American Tower Reit (AMT) 0.0 $422k -3% 1.9k 224.47
Deere & Company (DE) 0.0 $421k 1.6k 269.18
Cincinnati Financial Corporation (CINF) 0.0 $407k 4.7k 87.45
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $406k +14% 7.2k 56.54
Us Bancorp Del Com New (USB) 0.0 $406k +2% 8.7k 46.60
Moody's Corporation (MCO) 0.0 $401k 1.4k 290.16
Intercontinental Exchange (ICE) 0.0 $399k +2% 3.5k 115.32
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $388k 8.0k 48.44
Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.0 $387k +43% 27k 14.37
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $386k 3.8k 100.78
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $386k -9% 2.2k 175.30
Agree Realty Corporation (ADC) 0.0 $384k 5.8k 66.54
Workhorse Group Com New (WKHS) 0.0 $374k 19k 19.77
Peloton Interactive Cl A Com (PTON) 0.0 $374k NEW 2.5k 151.79
Illinois Tool Works (ITW) 0.0 $373k +3% 1.8k 204.05
Twitter (TWTR) 0.0 $370k 6.8k 54.13
Wells Fargo & Company (WFC) 0.0 $360k +8% 12k 30.21
Enterprise Products Partners (EPD) 0.0 $357k +4% 18k 19.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $356k -25% 3.9k 91.59
Sap Se Spon Adr (SAP) 0.0 $351k 2.7k 130.48
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $348k +4% 9.0k 38.51
Norfolk Southern (NSC) 0.0 $345k -2% 1.5k 237.93
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $344k 4.2k 82.89
IDEXX Laboratories (IDXX) 0.0 $343k 687.00 499.27
Diageo Spon Adr New (DEO) 0.0 $339k -5% 2.1k 159.01
PPG Industries (PPG) 0.0 $338k -2% 2.3k 144.20
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $333k +8% 3.1k 105.88
Banner Corp Com New (BANR) 0.0 $333k 7.1k 46.63
SYSCO Corporation (SYY) 0.0 $333k +23% 4.5k 74.16
Wabtec Corporation (WAB) 0.0 $331k 4.5k 73.26
AFLAC Incorporated (AFL) 0.0 $328k +3% 7.4k 44.49
General Dynamics Corporation (GD) 0.0 $327k 2.2k 148.77
Ishares Tr MRNGSTR LG-CP GR (JKE) 0.0 $327k 1.1k 289.64
Rocket Cos Com Cl A (RKT) 0.0 $327k 16k 20.23
Ishares Tr Eafe Value Etf (EFV) 0.0 $324k 6.9k 47.26
Blackrock Science & Technolo SHS (BST) 0.0 $323k 6.1k 53.32
Timken Company (TKR) 0.0 $322k -4% 4.2k 77.44
Corteva (CTVA) 0.0 $320k 8.3k 38.76
Ishares Tr Tips Bd Etf (TIP) 0.0 $316k -12% 2.5k 127.78
Charles Schwab Corporation (SCHW) 0.0 $315k NEW 5.9k 53.08
General Mills (GIS) 0.0 $313k +6% 5.3k 58.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $312k 3.6k 86.43
Farmers Natl Banc Corp (FMNB) 0.0 $306k 23k 13.29
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $305k 3.9k 78.31
Align Technology (ALGN) 0.0 $300k NEW 562.00 533.81
Dollar General (DG) 0.0 $296k 1.4k 210.23
RPM International (RPM) 0.0 $294k 3.2k 90.66
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $292k 4.8k 60.28
Toyota Motor Corp Sp Adr Rep2com (TM) 0.0 $292k 1.9k 154.66
Dominion Resources (D) 0.0 $291k -4% 3.9k 75.23
Paychex (PAYX) 0.0 $290k +6% 3.1k 93.25
Key (KEY) 0.0 $288k -6% 18k 16.40
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $285k +100% 3.5k 82.20
Ishares Tr Cohen Steer Reit (ICF) 0.0 $284k +100% 5.3k 53.87
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $282k NEW 13k 21.66
Apollo Invt Corp Com New (AINV) 0.0 $281k -84% 27k 10.61
Applied Materials (AMAT) 0.0 $279k NEW 3.2k 86.38
S&p Global (SPGI) 0.0 $278k -2% 847.00 328.22
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $278k +97% 2.7k 102.58
Astrazeneca Sponsored Adr (AZN) 0.0 $277k +20% 5.5k 49.97
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $271k -2% 1.3k 212.05
Nxp Semiconductors N V (NXPI) 0.0 $271k 1.7k 159.22
Enbridge (ENB) 0.0 $268k -8% 8.4k 31.96
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $266k 8.3k 31.91
Realty Income (O) 0.0 $266k +8% 4.3k 62.27
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.0 $266k 5.3k 49.77
Viatris (VTRS) 0.0 $262k NEW 14k 18.71
American Water Works (AWK) 0.0 $262k 1.7k 153.40
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $261k -22% 8.0k 32.52
Wp Carey (WPC) 0.0 $260k 3.7k 70.54
Veeva Sys Cl A Com (VEEV) 0.0 $258k +9% 946.00 272.73
Illumina (ILMN) 0.0 $257k +4% 695.00 369.78
Allstate Corporation (ALL) 0.0 $253k 2.3k 110.14
Ishares Tr Core Msci Eafe (IEFA) 0.0 $251k NEW 3.6k 69.05
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $251k 1.5k 162.99
Rio Tinto Sponsored Adr (RIO) 0.0 $251k -3% 3.3k 75.10
Boston Beer Cl A (SAM) 0.0 $249k -3% 250.00 996.00
Square Cl A (SQ) 0.0 $249k NEW 1.1k 217.66
Mondelez Intl Cl A (MDLZ) 0.0 $248k 4.2k 58.46
Athersys (ATHX) 0.0 $247k 141k 1.75
Phillips 66 (PSX) 0.0 $247k NEW 3.5k 69.89
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $247k +100% 3.5k 71.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $244k NEW 2.8k 85.98
Yeti Hldgs (YETI) 0.0 $240k NEW 3.5k 68.47
Bhp Group Sponsored Ads (BHP) 0.0 $236k NEW 3.6k 65.34
Vanguard World Fds Financials Etf (VFH) 0.0 $233k NEW 3.2k 72.84
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $233k +5% 3.8k 61.92
Lululemon Athletica (LULU) 0.0 $233k 669.00 348.28
Martin Marietta Materials (MLM) 0.0 $232k NEW 815.00 284.66
FLIR Systems (FLIR) 0.0 $232k NEW 5.3k 43.81
Fireeye (FEYE) 0.0 $231k NEW 10k 23.10
MGM Resorts International. (MGM) 0.0 $229k NEW 7.3k 31.55
Roku Com Cl A (ROKU) 0.0 $229k NEW 691.00 331.40
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $227k NEW 3.9k 57.83
Marriott Intl Cl A (MAR) 0.0 $226k NEW 1.7k 132.01
Big Lots (BIG) 0.0 $225k +2% 5.2k 42.91
Vanguard Index Fds Small Cp Etf (VB) 0.0 $225k NEW 1.2k 194.81
Check Point Software Tech Lt Ord (CHKP) 0.0 $225k NEW 1.7k 132.82
O'reilly Automotive (ORLY) 0.0 $223k +2% 493.00 452.33
W.W. Grainger (GWW) 0.0 $222k NEW 544.00 408.09
Lennar Corp Cl A (LEN) 0.0 $221k NEW 2.9k 76.10
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $218k -15% 5.7k 38.01
Docusign (DOCU) 0.0 $218k -59% 981.00 222.22
Marathon Oil Corporation (MRO) 0.0 $217k 33k 6.67
Ishares Msci Cda Etf (EWC) 0.0 $216k NEW 7.0k 30.78
Northrop Grumman Corporation (NOC) 0.0 $216k -37% 709.00 304.65
Ishares Tr Core High Dv Etf (HDV) 0.0 $216k -8% 2.5k 87.70
Gold Fields Sponsored Adr (GFI) 0.0 $215k 23k 9.25
FedEx Corporation (FDX) 0.0 $215k NEW 830.00 259.04
BP Sponsored Adr (BP) 0.0 $213k -56% 10k 20.50
Roper Industries (ROP) 0.0 $213k NEW 493.00 432.05
Glaxosmithkline Sponsored Adr (GSK) 0.0 $211k -11% 5.7k 36.84
Smiledirectclub Cl A Com (SDC) 0.0 $209k +40% 18k 11.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $209k 1.9k 108.23
Fastenal Company (FAST) 0.0 $208k -4% 4.3k 48.85
Activision Blizzard (ATVI) 0.0 $206k NEW 2.2k 93.04
FactSet Research Systems (FDS) 0.0 $205k 617.00 332.25
Discover Financial Services (DFS) 0.0 $205k NEW 2.3k 90.59
Gartner (IT) 0.0 $204k NEW 1.3k 160.38
Chubb (CB) 0.0 $204k NEW 1.3k 154.19
Sony Corp Sponsored Adr (SNE) 0.0 $204k NEW 2.0k 100.89
Regeneron Pharmaceuticals (REGN) 0.0 $203k -8% 420.00 483.33
Novo-nordisk A S Adr (NVO) 0.0 $203k -5% 2.9k 69.78
Macy's (M) 0.0 $179k NEW 16k 11.27
Timkensteel (TMST) 0.0 $174k 37k 4.67
Zynga Cl A (ZNGA) 0.0 $159k -5% 16k 9.88
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $145k -10% 29k 4.94
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $145k -3% 37k 3.98
Ambev Sa Sponsored Adr (ABEV) 0.0 $127k +11% 42k 3.05
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $127k -7% 21k 6.10
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $104k NEW 11k 9.63
Annaly Capital Management (NLY) 0.0 $87k NEW 10k 8.49
Sirius Xm Holdings (SIRI) 0.0 $77k 12k 6.36
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $68k +2% 11k 6.15
Opko Health (OPK) 0.0 $64k NEW 16k 3.97