Sequoia Financial Advisors

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

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Positions held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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