Sequoia Financial Advisors
Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IXUS, VONG, AGG, FNDF, and represent 34.74% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VONG (+$107M), FNDF (+$73M), JPST (+$38M), MGV (+$33M), SPGM (+$27M), ACWI (+$14M), AAPL (+$10M), IVW (+$9.0M), VTEB (+$8.0M), IXUS (+$7.8M).
- Started 46 new stock positions in LEN, Mister Car Wash, AZO, HYLB, TWI, FNDF, GMAB, IGSB, PCAR, IJK.
- Reduced shares in these 10 stocks: RWO (-$64M), GII (-$56M), VNLA (-$32M), VTI (-$17M), CNC (-$7.8M), REET (-$6.6M), SCHX, RTX, LH, ITOT.
- Sold out of its positions in MITT, ACST, DISCK, ES, FLIR Systems, FTEK, FCEL, GSV, GEF, SNOW. UAL, VOE, WDFC, WKHS, CHKP.
- Sequoia Financial Advisors was a net buyer of stock by $316M.
- Sequoia Financial Advisors has $2.7B in assets under management (AUM), dropping by 14.76%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Companies in the Sequoia Financial Advisors portfolio as of the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 14.2 | $388M | -4% | 1.7M | 222.82 | |
| Ishares Tr Core Msci Total (IXUS) | 7.9 | $217M | +3% | 3.0M | 73.30 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.1 | $140M | +330% | 2.0M | 69.82 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.9 | $134M | +5% | 1.2M | 115.33 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 2.7 | $73M | NEW | 2.2M | 33.28 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.6 | $73M | -5% | 698k | 103.97 | |
| Apple (AAPL) | 2.6 | $71M | +17% | 515k | 136.96 | |
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 2.4 | $66M | +68% | 1.2M | 55.52 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.2 | $61M | +12% | 1.1M | 53.33 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.9 | $51M | +38% | 504k | 101.19 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.8 | $49M | +4% | 893k | 54.60 | |
| Microsoft Corporation (MSFT) | 1.8 | $48M | +9% | 178k | 270.90 | |
| Ishares Tr National Mun Etf (MUB) | 1.8 | $48M | +17% | 411k | 117.20 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.7 | $47M | +9% | 204k | 229.37 | |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.4 | $38M | NEW | 742k | 50.74 | |
| Vanguard World Mega Cap Val Etf (MGV) | 1.2 | $33M | NEW | 329k | 99.62 | |
| Amazon (AMZN) | 1.1 | $30M | +21% | 8.7k | 3440.20 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.0 | $29M | +4% | 951k | 30.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $29M | +6% | 103k | 277.92 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $28M | 183k | 150.73 | ||
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.9 | $25M | +3% | 435k | 56.87 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $24M | +9% | 67k | 354.44 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $21M | +13% | 780k | 26.60 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.7 | $19M | 76k | 244.86 | ||
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.7 | $18M | -75% | 343k | 52.21 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.6 | $17M | -79% | 325k | 51.49 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $16M | +29% | 36k | 428.04 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.6 | $15M | +3% | 133k | 114.48 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $15M | +5% | 149k | 101.97 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.5 | $15M | +3% | 288k | 52.20 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $15M | +13% | 95k | 155.54 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $14M | -9% | 133k | 104.18 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $14M | +2% | 327k | 41.60 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $14M | -2% | 226k | 59.67 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $13M | -12% | 136k | 98.76 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.5 | $13M | -17% | 47k | 275.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $13M | +14% | 5.2k | 2506.29 | |
| Palo Alto Networks (PANW) | 0.5 | $13M | +14% | 35k | 371.04 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $13M | +21% | 30k | 429.90 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $13M | +252% | 173k | 72.73 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $12M | +10% | 85k | 145.96 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.4 | $12M | +5% | 218k | 53.37 | |
| Chevron Corporation (CVX) | 0.4 | $11M | +24% | 107k | 104.74 | |
| Walt Disney Company (DIS) | 0.4 | $11M | +139% | 61k | 175.78 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $11M | 190k | 55.55 | ||
| Facebook Cl A (FB) | 0.4 | $10M | +171% | 30k | 347.71 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $10M | 100k | 102.40 | ||
| salesforce (CRM) | 0.4 | $10M | +11% | 41k | 244.26 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $9.9M | +23% | 104k | 95.07 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $9.7M | +27% | 295k | 32.88 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $9.3M | +195% | 133k | 69.60 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $9.2M | +674% | 166k | 55.30 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $9.0M | 132k | 68.37 | ||
| Servicenow (NOW) | 0.3 | $8.9M | +14% | 16k | 549.56 | |
| Home Depot (HD) | 0.3 | $8.7M | +5% | 27k | 318.87 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $8.7M | -16% | 153k | 57.02 | |
| Goldman Sachs (GS) | 0.3 | $8.6M | +13% | 23k | 379.53 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $8.5M | -29% | 100k | 85.31 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $8.3M | +64% | 124k | 66.99 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $8.3M | 79k | 104.27 | ||
| McDonald's Corporation (MCD) | 0.3 | $7.9M | +12% | 34k | 230.99 | |
| CVS Caremark Corporation (CVS) | 0.3 | $7.9M | +16% | 94k | 83.44 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.3 | $7.7M | -80% | 153k | 50.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $7.7M | +629% | 64k | 120.16 | |
| Uber Technologies (UBER) | 0.3 | $7.7M | +18% | 153k | 50.12 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $7.6M | +46% | 102k | 74.16 | |
| Sherwin-Williams Company (SHW) | 0.3 | $7.5M | +520% | 27k | 272.45 | |
| United Parcel Service CL B (UPS) | 0.3 | $7.3M | +130% | 35k | 207.96 | |
| Cisco Systems (CSCO) | 0.3 | $7.0M | +21% | 132k | 53.00 | |
| General Dynamics Corporation (GD) | 0.3 | $6.9M | +15% | 37k | 188.27 | |
| Pepsi (PEP) | 0.2 | $6.8M | +18% | 46k | 148.18 | |
| Air Products & Chemicals (APD) | 0.2 | $6.7M | +13% | 23k | 287.68 | |
| BorgWarner (BWA) | 0.2 | $6.6M | +16% | 135k | 48.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $6.5M | +36% | 2.7k | 2441.96 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $6.5M | +13% | 424k | 15.32 | |
| Incyte Corporation (INCY) | 0.2 | $6.5M | +14% | 77k | 84.13 | |
| Pfizer (PFE) | 0.2 | $6.4M | +34% | 164k | 39.16 | |
| Costco Wholesale Corporation (COST) | 0.2 | $6.4M | +16% | 16k | 395.64 | |
| Abbvie (ABBV) | 0.2 | $6.4M | +23% | 57k | 112.63 | |
| Procter & Gamble Company (PG) | 0.2 | $6.2M | +7% | 46k | 134.94 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.1M | 37k | 165.62 | ||
| Wal-Mart Stores (WMT) | 0.2 | $6.1M | +7% | 44k | 141.03 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $6.1M | +9% | 25k | 247.15 | |
| Verizon Communications (VZ) | 0.2 | $6.0M | +22% | 108k | 56.03 | |
| Merck & Co (MRK) | 0.2 | $6.0M | +28% | 77k | 77.77 | |
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $5.8M | +43% | 410k | 14.27 | |
| Paccar (PCAR) | 0.2 | $5.7M | NEW | 64k | 89.25 | |
| At&t (T) | 0.2 | $5.7M | +21% | 199k | 28.78 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.6M | +12% | 21k | 268.71 | |
| Intel Corporation (INTC) | 0.2 | $5.6M | +18% | 100k | 56.14 | |
| Tesla Motors (TSLA) | 0.2 | $5.4M | -3% | 7.9k | 679.73 | |
| Honeywell International (HON) | 0.2 | $5.3M | +4% | 24k | 219.35 | |
| Vmware Cl A Com (VMW) | 0.2 | $5.2M | +14% | 32k | 159.95 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $5.2M | +97% | 82k | 63.08 | |
| Johnson & Johnson (JNJ) | 0.2 | $5.0M | +12% | 30k | 164.73 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $5.0M | 37k | 134.37 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $4.8M | -3% | 76k | 63.39 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $4.5M | +112% | 7.0k | 647.31 | |
| Gilead Sciences (GILD) | 0.2 | $4.4M | +29% | 64k | 68.86 | |
| NVIDIA Corporation (NVDA) | 0.2 | $4.2M | +80% | 5.3k | 800.04 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $4.2M | 12k | 361.07 | ||
| Lockheed Martin Corporation (LMT) | 0.2 | $4.2M | +18% | 11k | 378.33 | |
| Ford Motor Company (F) | 0.2 | $4.1M | +48% | 277k | 14.86 | |
| International Business Machines (IBM) | 0.1 | $3.9M | +19% | 26k | 146.58 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $3.8M | 63k | 60.42 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $3.7M | +34% | 102k | 36.69 | |
| Visa Com Cl A (V) | 0.1 | $3.7M | +4% | 16k | 233.83 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $3.6M | +12% | 28k | 130.76 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $3.6M | -2% | 33k | 108.23 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.5M | +68% | 15k | 237.37 | |
| Truist Financial Corp equities (TFC) | 0.1 | $3.3M | +25% | 60k | 55.51 | |
| Western Union Company (WU) | 0.1 | $3.3M | +33% | 143k | 22.97 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.2M | -2% | 8.2k | 393.46 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $3.2M | 41k | 78.26 | ||
| Paypal Holdings (PYPL) | 0.1 | $3.2M | +33% | 11k | 291.47 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.2M | -3% | 20k | 158.63 | |
| Us Bancorp Del Com New (USB) | 0.1 | $3.1M | +35% | 54k | 56.96 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.0M | +7% | 27k | 112.99 | |
| Boeing Company (BA) | 0.1 | $3.0M | +9% | 13k | 239.56 | |
| Premier Financial Corp (PFC) | 0.1 | $3.0M | 107k | 28.41 | ||
| Starbucks Corporation (SBUX) | 0.1 | $2.9M | 26k | 111.81 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.9M | +11% | 9.7k | 294.80 | |
| Realty Income (O) | 0.1 | $2.8M | +34% | 41k | 66.74 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.7M | +5% | 33k | 82.72 | |
| Eaton Corp SHS (ETN) | 0.1 | $2.7M | +175% | 18k | 148.20 | |
| Interpublic Group of Companies (IPG) | 0.1 | $2.7M | +27% | 82k | 32.49 | |
| Amgen (AMGN) | 0.1 | $2.6M | 11k | 243.71 | ||
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $2.6M | -2% | 76k | 34.42 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.6M | -11% | 25k | 103.60 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.5M | 22k | 116.62 | ||
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $2.5M | +40% | 24k | 102.88 | |
| Comerica Incorporated (CMA) | 0.1 | $2.5M | +41% | 35k | 71.35 | |
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.1 | $2.5M | -42% | 47k | 52.10 | |
| Abbott Laboratories (ABT) | 0.1 | $2.5M | +20% | 21k | 115.94 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $2.5M | 8.0k | 307.11 | ||
| Hanesbrands (HBI) | 0.1 | $2.4M | +30% | 131k | 18.67 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.4M | +22% | 44k | 53.88 | |
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $2.3M | +10% | 25k | 93.68 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.3M | +29% | 31k | 75.63 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.3M | +5% | 27k | 85.90 | |
| 3M Company (MMM) | 0.1 | $2.3M | +10% | 12k | 198.60 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.3M | +61% | 23k | 100.98 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.2M | +15% | 9.1k | 242.10 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $2.2M | +9% | 24k | 92.50 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $2.2M | +35% | 26k | 81.97 | |
| Qualcomm (QCOM) | 0.1 | $2.1M | +27% | 15k | 142.95 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $2.1M | +37% | 24k | 89.74 | |
| Coca-Cola Company (KO) | 0.1 | $2.1M | +37% | 39k | 54.11 | |
| Nike CL B (NKE) | 0.1 | $2.1M | +29% | 14k | 154.45 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.1M | +337% | 22k | 93.93 | |
| Bank of America Corporation (BAC) | 0.1 | $2.1M | +4% | 51k | 41.22 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.1M | +42% | 26k | 79.23 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.1M | +7% | 5.7k | 365.18 | |
| Kellogg Company (K) | 0.1 | $2.1M | +31% | 32k | 64.33 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $2.0M | +5% | 39k | 51.23 | |
| Nextera Energy (NEE) | 0.1 | $1.9M | +3% | 26k | 73.27 | |
| DTE Energy Company (DTE) | 0.1 | $1.9M | +51% | 15k | 129.60 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.9M | +3% | 13k | 147.65 | |
| Target Corporation (TGT) | 0.1 | $1.8M | +9% | 7.6k | 241.78 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.8M | 34k | 54.31 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.8M | -5% | 7.9k | 226.82 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.8M | +3% | 45k | 39.45 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | +49% | 3.5k | 504.44 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.7M | +15% | 24k | 71.97 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.7M | +10% | 10k | 163.61 | |
| UnitedHealth (UNH) | 0.1 | $1.7M | +5% | 4.2k | 400.47 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $1.7M | 20k | 85.28 | ||
| Gentex Corporation (GNTX) | 0.1 | $1.7M | 50k | 33.08 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.6M | +61% | 51k | 32.41 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.6M | +7% | 31k | 51.56 | |
| Oracle Corporation (ORCL) | 0.1 | $1.6M | 21k | 77.82 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | -4% | 20k | 78.88 | |
| General Electric Company (GE) | 0.1 | $1.5M | +2% | 110k | 13.46 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | +14% | 21k | 66.81 | |
| Eli Lilly & Co. (LLY) | 0.0 | $1.4M | +8% | 5.9k | 229.45 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.4M | 12k | 114.95 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | -5% | 16k | 81.34 | |
| Caterpillar (CAT) | 0.0 | $1.3M | 6.0k | 217.55 | ||
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $1.3M | NEW | 32k | 40.30 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.3M | -3% | 10k | 125.92 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.3M | +104% | 9.2k | 137.41 | |
| Danaher Corporation (DHR) | 0.0 | $1.3M | +28% | 4.7k | 268.38 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.2M | 6.1k | 200.82 | ||
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.2M | +81% | 34k | 36.42 | |
| Northwest Bancshares (NWBI) | 0.0 | $1.2M | +12% | 90k | 13.64 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.2M | 8.3k | 147.66 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | 7.2k | 165.81 | ||
| General Motors Company (GM) | 0.0 | $1.2M | +7% | 20k | 59.16 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.2M | +6% | 14k | 82.15 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $1.2M | +7% | 23k | 51.51 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.1M | +38% | 3.9k | 286.77 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.1M | +2% | 1.2k | 919.70 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $1.1M | -11% | 21k | 53.01 | |
| Lowe's Companies (LOW) | 0.0 | $1.1M | -7% | 5.7k | 193.89 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.1M | -5% | 4.0k | 271.38 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | +3% | 5.6k | 192.22 | |
| Medtronic SHS (MDT) | 0.0 | $1.1M | +2% | 8.6k | 124.13 | |
| Rockwell Automation (ROK) | 0.0 | $1.1M | +12% | 3.7k | 285.98 | |
| Global Payments (GPN) | 0.0 | $1.1M | 5.7k | 187.62 | ||
| Yum! Brands (YUM) | 0.0 | $1.0M | +2% | 9.1k | 115.04 | |
| PNC Financial Services (PNC) | 0.0 | $1.0M | +4% | 5.4k | 190.78 | |
| Netflix (NFLX) | 0.0 | $1.0M | 1.9k | 527.96 | ||
| Carrier Global Corporation (CARR) | 0.0 | $1.0M | +4% | 21k | 48.59 | |
| American Electric Power Company (AEP) | 0.0 | $990k | +64% | 12k | 84.62 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $987k | +6% | 3.2k | 311.75 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $969k | +2% | 1.7k | 585.85 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $953k | -3% | 11k | 88.05 | |
| Union Pacific Corporation (UNP) | 0.0 | $953k | +33% | 4.3k | 219.89 | |
| Anthem (ANTM) | 0.0 | $952k | +48% | 2.5k | 381.87 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $940k | -14% | 9.2k | 101.80 | |
| Southern Company (SO) | 0.0 | $938k | +13% | 16k | 60.53 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $924k | -4% | 17k | 55.12 | |
| Philip Morris International (PM) | 0.0 | $905k | +42% | 9.1k | 99.11 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $894k | +27% | 2.6k | 345.17 | |
| American Express Company (AXP) | 0.0 | $888k | +7% | 5.4k | 165.30 | |
| Automatic Data Processing (ADP) | 0.0 | $888k | +10% | 4.5k | 198.57 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $860k | +18% | 5.6k | 154.12 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $849k | +3% | 10k | 81.78 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $837k | +3% | 2.1k | 398.76 | |
| Smucker J M Com New (SJM) | 0.0 | $836k | -10% | 6.4k | 129.63 | |
| Waste Management (WM) | 0.0 | $815k | -2% | 5.8k | 140.11 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $808k | 5.0k | 160.35 | ||
| Edwards Lifesciences (EW) | 0.0 | $797k | +14% | 7.7k | 103.59 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $796k | +48% | 8.1k | 98.69 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $794k | +185% | 15k | 54.08 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $788k | +7% | 5.1k | 154.78 | |
| Wells Fargo & Company (WFC) | 0.0 | $783k | +38% | 17k | 45.31 | |
| Centene Corporation (CNC) | 0.0 | $782k | -90% | 11k | 72.93 | |
| Intuit (INTU) | 0.0 | $777k | +3% | 1.6k | 489.91 | |
| Altria (MO) | 0.0 | $771k | +38% | 16k | 47.66 | |
| Dupont De Nemours (DD) | 0.0 | $759k | -19% | 9.8k | 77.36 | |
| Progressive Corporation (PGR) | 0.0 | $748k | +6% | 7.6k | 98.18 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $748k | +10% | 20k | 36.68 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $732k | +146% | 5.5k | 132.95 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $722k | -12% | 4.2k | 173.56 | |
| Constellation Brands Cl A (STZ) | 0.0 | $720k | 3.1k | 233.84 | ||
| BlackRock (BLK) | 0.0 | $703k | 804.00 | 874.38 | ||
| Emerson Electric (EMR) | 0.0 | $701k | 7.3k | 96.20 | ||
| Becton, Dickinson and (BDX) | 0.0 | $676k | -4% | 2.8k | 243.25 | |
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $666k | 5.0k | 132.27 | ||
| Citigroup Com New (C) | 0.0 | $659k | +5% | 9.3k | 70.76 | |
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $651k | +208% | 20k | 31.99 | |
| Yum China Holdings (YUMC) | 0.0 | $648k | +3% | 9.8k | 66.22 | |
| SYSCO Corporation (SYY) | 0.0 | $643k | +37% | 8.3k | 77.80 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $640k | 3.3k | 192.08 | ||
| Agnico (AEM) | 0.0 | $632k | 10k | 60.49 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $624k | +163% | 4.6k | 136.57 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $623k | 14k | 43.27 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $619k | -6% | 8.8k | 69.98 | |
| Linde SHS (LIN) | 0.0 | $615k | 2.1k | 288.87 | ||
| Ishares Tr Global Reit Etf (REET) | 0.0 | $604k | -91% | 22k | 27.71 | |
| Clorox Company (CLX) | 0.0 | $600k | +2% | 3.3k | 179.86 | |
| Dow (DOW) | 0.0 | $596k | +8% | 9.4k | 63.27 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $594k | 6.0k | 99.46 | ||
| Masco Corporation (MAS) | 0.0 | $575k | NEW | 9.8k | 58.94 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $568k | -4% | 1.2k | 490.92 | |
| Stryker Corporation (SYK) | 0.0 | $566k | +6% | 2.2k | 259.51 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $566k | +8% | 820.00 | 690.24 | |
| L3harris Technologies (LHX) | 0.0 | $565k | 2.6k | 216.23 | ||
| Moody's Corporation (MCO) | 0.0 | $561k | +10% | 1.5k | 362.64 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $561k | +3% | 23k | 24.18 | |
| Crown Castle Intl (CCI) | 0.0 | $556k | +61% | 2.8k | 195.16 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $555k | 8.8k | 63.25 | ||
| Fifth Third Ban (FITB) | 0.0 | $552k | NEW | 14k | 38.23 | |
| Broadcom (AVGO) | 0.0 | $547k | +19% | 1.1k | 476.90 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $547k | +6% | 5.2k | 104.83 | |
| Dominion Resources (D) | 0.0 | $542k | +103% | 7.4k | 73.61 | |
| Enterprise Products Partners (EPD) | 0.0 | $536k | 22k | 24.12 | ||
| Deere & Company (DE) | 0.0 | $532k | -6% | 1.5k | 352.55 | |
| Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) | 0.0 | $531k | 22k | 24.44 | ||
| Timkensteel (TMST) | 0.0 | $527k | 37k | 14.15 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $526k | +36% | 4.3k | 122.18 | |
| MercadoLibre (MELI) | 0.0 | $522k | +11% | 335.00 | 1558.21 | |
| Diebold Nixdorf Com Stk (DBD) | 0.0 | $519k | 40k | 12.85 | ||
| Ameren Corporation (AEE) | 0.0 | $518k | +21% | 6.5k | 79.98 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $516k | 3.9k | 133.68 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $516k | +53% | 8.3k | 62.42 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $508k | +2% | 7.0k | 72.82 | |
| Southwest Airlines (LUV) | 0.0 | $508k | 9.6k | 53.05 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $504k | 5.5k | 91.25 | ||
| Nordson Corporation (NDSN) | 0.0 | $498k | 2.3k | 219.67 | ||
| Applied Materials (AMAT) | 0.0 | $497k | +5% | 3.5k | 142.45 | |
| eBay (EBAY) | 0.0 | $490k | +45% | 7.0k | 70.23 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $481k | +7% | 6.7k | 71.98 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $480k | NEW | 8.8k | 54.83 | |
| Twitter (TWTR) | 0.0 | $478k | 6.9k | 68.84 | ||
| PPG Industries (PPG) | 0.0 | $476k | 2.8k | 169.76 | ||
| Etf Managers Tr Etfmg Altr Hrvst (MJ) | 0.0 | $475k | 23k | 20.59 | ||
| Lancaster Colony (LANC) | 0.0 | $472k | -2% | 2.4k | 193.68 | |
| Dollar General (DG) | 0.0 | $470k | NEW | 2.2k | 216.19 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $467k | 8.0k | 58.38 | ||
| Unilever Spon Adr New (UL) | 0.0 | $461k | +7% | 7.9k | 58.53 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $456k | +7% | 4.6k | 98.53 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $454k | -7% | 7.4k | 61.41 | |
| IDEXX Laboratories (IDXX) | 0.0 | $452k | 716.00 | 631.28 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $451k | +20% | 4.6k | 97.07 | |
| Ferrari Nv Ord (RACE) | 0.0 | $448k | -9% | 2.2k | 205.88 | |
| American Tower Reit (AMT) | 0.0 | $444k | +4% | 1.6k | 270.40 | |
| Diageo Spon Adr New (DEO) | 0.0 | $443k | 2.3k | 191.77 | ||
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $441k | 2.2k | 200.27 | ||
| Zimmer Holdings (ZBH) | 0.0 | $438k | -4% | 2.7k | 160.79 | |
| Analog Devices (ADI) | 0.0 | $432k | -9% | 2.5k | 172.25 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $431k | NEW | 5.6k | 77.34 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $428k | +6% | 5.9k | 72.84 | |
| Marathon Oil Corporation (MRO) | 0.0 | $428k | 31k | 13.62 | ||
| Zoetis Cl A (ZTS) | 0.0 | $427k | -8% | 2.3k | 186.46 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $427k | +65% | 9.7k | 44.08 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $425k | +6% | 7.7k | 55.33 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $425k | +23% | 11k | 39.37 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $419k | +11% | 5.7k | 73.55 | |
| Intercontinental Exchange (ICE) | 0.0 | $416k | 3.5k | 118.79 | ||
| Corteva (CTVA) | 0.0 | $415k | +12% | 9.4k | 44.32 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $411k | 3.8k | 107.28 | ||
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $410k | NEW | 3.4k | 120.41 | |
| Big Lots (BIG) | 0.0 | $410k | 6.2k | 65.97 | ||
| Agree Realty Corporation (ADC) | 0.0 | $407k | 5.8k | 70.53 | ||
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $404k | 15k | 26.37 | ||
| Enbridge (ENB) | 0.0 | $393k | +19% | 9.8k | 40.03 | |
| ConocoPhillips (COP) | 0.0 | $393k | +22% | 6.5k | 60.91 | |
| Banner Corp Com New (BANR) | 0.0 | $387k | 7.1k | 54.19 | ||
| O'reilly Automotive (ORLY) | 0.0 | $383k | +18% | 677.00 | 565.73 | |
| American Water Works (AWK) | 0.0 | $382k | +45% | 2.5k | 154.16 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $381k | +5% | 2.1k | 178.71 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $378k | -30% | 3.2k | 116.63 | |
| Wabtec Corporation (WAB) | 0.0 | $378k | +18% | 4.6k | 82.25 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $376k | +6% | 6.3k | 59.89 | |
| General Mills (GIS) | 0.0 | $375k | 6.2k | 60.90 | ||
| Illinois Tool Works (ITW) | 0.0 | $374k | -8% | 1.7k | 223.55 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $372k | +6% | 1.6k | 225.59 | |
| Square Cl A (SQ) | 0.0 | $371k | +27% | 1.5k | 243.92 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $370k | +27% | 4.1k | 90.46 | |
| Norfolk Southern (NSC) | 0.0 | $369k | -5% | 1.4k | 265.28 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $368k | NEW | 944.00 | 389.83 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $365k | 4.2k | 86.80 | ||
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $364k | -16% | 7.6k | 47.65 | |
| S&p Global (SPGI) | 0.0 | $363k | 885.00 | 410.17 | ||
| Paychex (PAYX) | 0.0 | $362k | 3.4k | 107.42 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $359k | 6.9k | 51.74 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $357k | +43% | 3.7k | 96.56 | |
| Farmers Natl Banc Corp (FMNB) | 0.0 | $355k | 23k | 15.52 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $350k | +4% | 962.00 | 363.83 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $350k | 2.7k | 127.88 | ||
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $349k | +4% | 4.1k | 85.69 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $345k | 5.3k | 65.44 | ||
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $344k | +19% | 4.1k | 83.98 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $344k | 1.7k | 205.86 | ||
| Lam Research Corporation (LRCX) | 0.0 | $343k | +6% | 527.00 | 650.85 | |
| RPM International (RPM) | 0.0 | $342k | +10% | 3.9k | 88.69 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.0 | $337k | +21% | 1.9k | 174.79 | |
| Timken Company (TKR) | 0.0 | $337k | 4.2k | 80.49 | ||
| L Brands (LB) | 0.0 | $335k | 4.6k | 72.12 | ||
| Phillips 66 (PSX) | 0.0 | $335k | +9% | 3.9k | 85.92 | |
| Ares Capital Corporation (ARCC) | 0.0 | $335k | -16% | 17k | 19.56 | |
| Discover Financial Services (DFS) | 0.0 | $334k | +25% | 2.8k | 118.23 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $333k | 3.5k | 95.58 | ||
| Sap Se Spon Adr (SAP) | 0.0 | $332k | +8% | 2.4k | 140.62 | |
| AFLAC Incorporated (AFL) | 0.0 | $331k | -10% | 6.2k | 53.65 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $331k | 2.3k | 144.16 | ||
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $331k | +2% | 5.2k | 63.67 | |
| Capital One Financial (COF) | 0.0 | $326k | +11% | 2.1k | 154.65 | |
| Illumina (ILMN) | 0.0 | $323k | -6% | 682.00 | 473.61 | |
| Opko Health (OPK) | 0.0 | $320k | 79k | 4.05 | ||
| Key (KEY) | 0.0 | $320k | -8% | 16k | 20.63 | |
| MGM Resorts International. (MGM) | 0.0 | $317k | +2% | 7.4k | 42.62 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $314k | 3.6k | 86.19 | ||
| Rocket Cos Com Cl A (RKT) | 0.0 | $313k | 16k | 19.34 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $313k | +3% | 4.6k | 67.34 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $310k | 2.2k | 140.02 | ||
| Macy's (M) | 0.0 | $309k | 16k | 18.93 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $309k | 2.7k | 113.23 | ||
| BP Sponsored Adr (BP) | 0.0 | $308k | +3% | 12k | 26.39 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $307k | 8.0k | 38.25 | ||
| Autodesk (ADSK) | 0.0 | $305k | -14% | 1.0k | 292.15 | |
| Meta Financial (CASH) | 0.0 | $304k | NEW | 6.0k | 50.67 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $302k | 1.3k | 236.12 | ||
| Veeva Sys Cl A Com (VEEV) | 0.0 | $302k | +10% | 972.00 | 310.70 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $302k | -84% | 6.7k | 45.39 | |
| Yeti Hldgs (YETI) | 0.0 | $301k | -7% | 3.3k | 91.85 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $300k | 4.9k | 60.94 | ||
| CSX Corporation (CSX) | 0.0 | $300k | +223% | 9.4k | 32.04 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $298k | +11% | 4.0k | 74.86 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.0 | $295k | +36% | 4.0k | 74.18 | |
| Lululemon Athletica (LULU) | 0.0 | $293k | +22% | 802.00 | 365.34 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $286k | 3.5k | 82.90 | ||
| Skyworks Solutions (SWKS) | 0.0 | $285k | +10% | 1.5k | 191.66 | |
| Docusign (DOCU) | 0.0 | $283k | 1.0k | 279.92 | ||
| First Solar (FSLR) | 0.0 | $283k | NEW | 3.1k | 90.44 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $282k | +8% | 391.00 | 721.23 | |
| Martin Marietta Materials (MLM) | 0.0 | $282k | -2% | 801.00 | 352.06 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $280k | +21% | 5.3k | 52.58 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $279k | NEW | 4.3k | 65.60 | |
| Commerce Bancshares (CBSH) | 0.0 | $279k | NEW | 3.7k | 74.46 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $277k | -32% | 9.1k | 30.60 | |
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $276k | +8% | 3.2k | 86.20 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $275k | 1.5k | 183.82 | ||
| Wp Carey (WPC) | 0.0 | $274k | 3.7k | 74.58 | ||
| Allstate Corporation (ALL) | 0.0 | $273k | -8% | 2.1k | 130.31 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $273k | NEW | 1.4k | 196.26 | |
| Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.0 | $269k | 8.3k | 32.27 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $269k | +7% | 5.5k | 48.91 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.0 | $265k | 5.3k | 49.58 | ||
| Lennar Corp Cl A (LEN) | 0.0 | $263k | NEW | 2.6k | 99.51 | |
| Blackrock Science & Technolo SHS (BST) | 0.0 | $263k | 4.4k | 59.60 | ||
| Moderna (MRNA) | 0.0 | $261k | NEW | 1.1k | 234.71 | |
| Prudential Financial (PRU) | 0.0 | $259k | NEW | 2.5k | 102.66 | |
| FedEx Corporation (FDX) | 0.0 | $258k | +2% | 865.00 | 298.27 | |
| Boston Beer Cl A (SAM) | 0.0 | $256k | -7% | 251.00 | 1019.92 | |
| Global X Fds Social Med Etf (SOCL) | 0.0 | $255k | +8% | 3.5k | 72.40 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $253k | -3% | 1.9k | 135.29 | |
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $252k | +230% | 3.9k | 64.70 | |