Sound View Wealth Advisors Group

Latest statistics and disclosures from Sound View Wealth Advisors Group's latest quarterly 13F-HR filing:

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Positions held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 363 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $43M -9% 223k 193.97
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Microsoft Corporation (MSFT) 3.5 $27M -5% 79k 340.54
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Ishares Tr Ibonds Dec2026 (IBDR) 2.6 $20M +3% 840k 23.47
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.4 $18M 746k 24.38
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Ishares Tr Ibonds Dec24 Etf (IBDP) 2.2 $17M +3% 693k 24.62
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $17M +2% 321k 52.37
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Ishares Tr Ibonds 27 Etf (IBDS) 2.0 $16M +4% 662k 23.48
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Ishares Tr Ibonds Dec23 Etf (IBDO) 1.9 $14M -6% 566k 25.29
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $14M +7% 190k 72.62
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Johnson & Johnson (JNJ) 1.7 $13M -2% 79k 165.52
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Vanguard Specialized Funds Div App Etf (VIG) 1.7 $13M 79k 162.43
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Eli Lilly & Co. (LLY) 1.7 $13M -2% 28k 468.98
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Procter & Gamble Company (PG) 1.6 $13M -7% 83k 151.74
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $11M 27k 407.29
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Amazon (AMZN) 1.3 $9.9M -14% 76k 130.36
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Home Depot (HD) 1.3 $9.7M 31k 310.64
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Ishares Tr Core Div Grwth (DGRO) 1.3 $9.7M 188k 51.53
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Tesla Motors (TSLA) 1.3 $9.7M 37k 261.77
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Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $9.5M +555% 389k 24.50
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Vanguard World Fds Inf Tech Etf (VGT) 1.2 $8.8M +2% 20k 442.15
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JPMorgan Chase & Co. (JPM) 1.1 $8.5M -3% 59k 145.44
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NVIDIA Corporation (NVDA) 1.1 $8.2M +3% 20k 423.02
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $8.1M +5% 22k 369.43
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McDonald's Corporation (MCD) 1.0 $7.6M -2% 25k 298.41
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Alphabet Cap Stk Cl C (GOOG) 1.0 $7.5M -2% 62k 120.97
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Coca-Cola Company (KO) 1.0 $7.5M 124k 60.22
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $7.4M 147k 50.45
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Abbvie (ABBV) 1.0 $7.3M 54k 134.73
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $6.7M 19k 343.85
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Enterprise Products Partners (EPD) 0.9 $6.6M 249k 26.35
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Southern Company (SO) 0.8 $6.4M 91k 70.25
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $6.4M -5% 29k 220.28
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $6.1M -4% 22k 275.17
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Amgen (AMGN) 0.8 $6.1M -3% 27k 222.02
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $6.0M -2% 18k 341.00
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Pepsi (PEP) 0.8 $5.8M -13% 31k 185.22
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Merck & Co (MRK) 0.8 $5.7M -13% 50k 115.39
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Chevron Corporation (CVX) 0.7 $5.6M -2% 36k 157.35
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Broadcom (AVGO) 0.7 $5.1M -4% 5.8k 867.42
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Exxon Mobil Corporation (XOM) 0.7 $5.0M 47k 107.25
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Pfizer (PFE) 0.6 $4.9M +2% 134k 36.68
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.6 $4.8M +32% 202k 23.80
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Visa Com Cl A (V) 0.6 $4.8M 20k 237.48
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $4.4M -3% 37k 119.70
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Vanguard Index Fds Value Etf (VTV) 0.6 $4.4M -2% 31k 142.10
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Kimberly-Clark Corporation (KMB) 0.6 $4.4M 32k 138.06
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $4.3M +3% 9.7k 443.29
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Wal-Mart Stores (WMT) 0.5 $4.2M -6% 27k 157.18
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $4.1M -6% 39k 106.07
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Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $3.7M 51k 73.03
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Emerson Electric (EMR) 0.5 $3.7M 41k 90.39
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $3.7M +4% 79k 46.64
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Nextera Energy (NEE) 0.5 $3.6M 48k 74.20
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General Dynamics Corporation (GD) 0.5 $3.5M 16k 215.15
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $3.5M +10% 26k 132.73
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $3.4M -10% 35k 97.95
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Verizon Communications (VZ) 0.4 $3.4M -4% 92k 37.19
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Select Sector Spdr Tr Technology (XLK) 0.4 $3.3M +10% 19k 173.86
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Bristol Myers Squibb (BMY) 0.4 $3.3M +3% 51k 63.95
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DNP Select Income Fund (DNP) 0.4 $3.2M -6% 304k 10.48
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UnitedHealth (UNH) 0.4 $3.1M 6.5k 480.62
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General Mills (GIS) 0.4 $3.1M 40k 76.70
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Texas Instruments Incorporated (TXN) 0.4 $3.0M +2% 17k 180.02
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Qualcomm (QCOM) 0.4 $2.8M +3% 24k 119.04
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Vanguard World Fds Health Car Etf (VHT) 0.4 $2.7M 11k 244.81
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Costco Wholesale Corporation (COST) 0.4 $2.7M +2% 5.0k 538.38
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.7M -4% 29k 94.28
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $2.7M -6% 86k 30.93
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AFLAC Incorporated (AFL) 0.3 $2.6M 38k 69.80
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Intel Corporation (INTC) 0.3 $2.5M -3% 76k 33.44
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Vanguard Index Fds Growth Etf (VUG) 0.3 $2.5M -3% 8.8k 282.96
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Diageo Spon Adr New (DEO) 0.3 $2.5M -5% 14k 173.48
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Medtronic SHS (MDT) 0.3 $2.4M +44% 28k 88.10
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Oracle Corporation (ORCL) 0.3 $2.4M -11% 21k 119.09
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Abbott Laboratories (ABT) 0.3 $2.4M -10% 22k 109.02
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Comcast Corp Cl A (CMCSA) 0.3 $2.4M 57k 41.55
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International Business Machines (IBM) 0.3 $2.3M +5% 18k 133.81
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Philip Morris International (PM) 0.3 $2.3M -16% 24k 97.62
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $2.3M +3% 17k 138.38
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.3M +11% 31k 74.17
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Automatic Data Processing (ADP) 0.3 $2.2M 10k 219.79
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Cisco Systems (CSCO) 0.3 $2.2M -4% 42k 51.74
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Thermo Fisher Scientific (TMO) 0.3 $2.2M -6% 4.2k 521.69
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Illinois Tool Works (ITW) 0.3 $2.1M 8.5k 250.16
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Raytheon Technologies Corp (RTX) 0.3 $2.1M -9% 22k 97.96
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $2.1M +11% 32k 65.44
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Spdr Gold Tr Gold Shs (GLD) 0.3 $2.1M +6% 12k 178.27
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Kinder Morgan (KMI) 0.3 $2.0M +7% 114k 17.22
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Altria (MO) 0.3 $1.9M +2% 42k 45.30
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.9M +8% 7.7k 243.74
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American Express Company (AXP) 0.2 $1.9M 11k 174.20
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Digital Realty Trust (DLR) 0.2 $1.9M +16% 16k 113.87
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.9M +4% 9.9k 187.28
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W.R. Berkley Corporation (WRB) 0.2 $1.8M 31k 59.56
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Duke Energy Corp Com New (DUK) 0.2 $1.8M -3% 20k 89.74
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Lockheed Martin Corporation (LMT) 0.2 $1.7M -31% 3.8k 460.37
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American Electric Power Company (AEP) 0.2 $1.7M 21k 84.20
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.7M +3% 41k 40.68
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Bank of America Corporation (BAC) 0.2 $1.7M +6% 58k 28.69
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.6M +4% 24k 67.50
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Northrop Grumman Corporation (NOC) 0.2 $1.6M 3.5k 455.80
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Progressive Corporation (PGR) 0.2 $1.6M 12k 132.37
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.6M +4% 7.2k 220.17
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Honeywell International (HON) 0.2 $1.6M -9% 7.6k 207.50
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Deere & Company (DE) 0.2 $1.6M 3.9k 405.19
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Astrazeneca Sponsored Adr (AZN) 0.2 $1.6M -5% 22k 71.57
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salesforce (CRM) 0.2 $1.6M -8% 7.4k 211.25
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Lowe's Companies (LOW) 0.2 $1.6M -51% 6.9k 225.69
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Williams Companies (WMB) 0.2 $1.6M +11% 48k 32.63
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Regeneron Pharmaceuticals (REGN) 0.2 $1.5M 2.1k 718.40
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Waste Management (WM) 0.2 $1.5M -2% 8.7k 173.42
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Fifth Third Ban (FITB) 0.2 $1.5M +192% 56k 26.21
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Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $1.4M 57k 25.18
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Meta Platforms Cl A (META) 0.2 $1.4M 4.9k 286.97
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Federated Hermes CL B (FHI) 0.2 $1.4M 39k 35.85
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.4M 16k 87.30
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.4M -16% 3.1k 445.72
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Rockwell Automation (ROK) 0.2 $1.3M -5% 4.1k 329.44
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Ishares Tr Ibonds Dec 25 (IBMN) 0.2 $1.3M 51k 26.34
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Zoetis Cl A (ZTS) 0.2 $1.3M 7.5k 172.21
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Walt Disney Company (DIS) 0.2 $1.3M -4% 14k 89.28
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.3M -4% 13k 96.63
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.2M -3% 7.9k 157.83
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Aon Shs Cl A (AON) 0.2 $1.2M 3.6k 345.21
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Lam Research Corporation (LRCX) 0.2 $1.2M -16% 1.9k 642.89
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Paychex (PAYX) 0.2 $1.2M 11k 111.87
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Stryker Corporation (SYK) 0.2 $1.2M -8% 3.8k 305.12
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Intuit (INTU) 0.2 $1.1M 2.5k 458.21
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Ishares Tr Ibonds Dec (IBMM) 0.1 $1.1M -2% 44k 25.76
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Nike CL B (NKE) 0.1 $1.1M 10k 110.37
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Principal Financial (PFG) 0.1 $1.1M +20% 15k 75.84
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Caterpillar (CAT) 0.1 $1.1M 4.5k 246.04
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Equifax (EFX) 0.1 $1.1M 4.6k 235.30
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Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $1.1M +2% 43k 25.07
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Global Payments (GPN) 0.1 $1.1M 11k 98.52
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Canadian Pacific Kansas City (CP) 0.1 $1.1M NEW 13k 80.77
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Zimmer Holdings (ZBH) 0.1 $1.1M 7.4k 145.59
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.1M -7% 3.1k 351.91
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Danaher Corporation (DHR) 0.1 $1.1M +6% 4.4k 240.01
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Extra Space Storage (EXR) 0.1 $1.1M +12% 7.1k 148.85
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.0M 2.00 517810.00
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Cme (CME) 0.1 $1.0M 5.6k 185.28
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Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.1 $1.0M 33k 30.90
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Tractor Supply Company (TSCO) 0.1 $1.0M 4.6k 221.09
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Waste Connections (WCN) 0.1 $1.0M 7.2k 142.93
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Ishares Tr National Mun Etf (MUB) 0.1 $1.0M 9.4k 106.73
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $996k -4% 9.1k 109.84
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Intuitive Surgical Com New (ISRG) 0.1 $988k 2.9k 341.95
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Air Products & Chemicals (APD) 0.1 $987k 3.3k 299.54
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Palo Alto Networks (PANW) 0.1 $982k +34% 3.8k 255.51
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $963k -9% 13k 74.33
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Kraft Heinz (KHC) 0.1 $960k +7% 27k 35.50
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Crown Castle Intl (CCI) 0.1 $952k +36% 8.4k 113.94
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Ishares Tr Select Divid Etf (DVY) 0.1 $951k 8.4k 113.30
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PNC Financial Services (PNC) 0.1 $944k +6% 7.5k 125.95
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Ishares Tr Core High Dv Etf (HDV) 0.1 $937k -8% 9.3k 100.79
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $931k -8% 17k 54.41
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Ishares Gold Tr Ishares New (IAU) 0.1 $924k 25k 36.39
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Norfolk Southern (NSC) 0.1 $907k -42% 4.0k 226.79
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $889k +2% 4.5k 198.90
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Pioneer Natural Resources (PXD) 0.1 $887k 4.3k 207.18
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Ishares Tr Ibonds Dec2023 (IBML) 0.1 $882k 35k 25.49
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Hershey Company (HSY) 0.1 $881k 3.5k 249.72
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Public Service Enterprise (PEG) 0.1 $879k 14k 62.61
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Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.1 $860k +192% 23k 37.90
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Union Pacific Corporation (UNP) 0.1 $859k -3% 4.2k 204.62
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $849k -8% 8.3k 102.94
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Equinix (EQIX) 0.1 $848k +5% 1.1k 784.11
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Truist Financial Corp equities (TFC) 0.1 $840k +4% 28k 30.35
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Vanguard World Fds Financials Etf (VFH) 0.1 $830k -14% 10k 81.24
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $811k +12% 12k 70.48
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $807k 10k 81.08
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Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $807k 24k 33.47
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Mondelez Intl Cl A (MDLZ) 0.1 $776k -5% 11k 72.94
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CSX Corporation (CSX) 0.1 $768k 23k 34.10
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Nutrien (NTR) 0.1 $763k +23% 13k 59.05
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3M Company (MMM) 0.1 $752k -17% 7.5k 100.09
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Smucker J M Com New (SJM) 0.1 $749k +7% 5.1k 147.67
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United Parcel Service CL B (UPS) 0.1 $749k 4.2k 179.24
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Ishares Tr Ishares Biotech (IBB) 0.1 $740k -2% 5.8k 126.95
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Netflix (NFLX) 0.1 $738k +3% 1.7k 440.52
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Advanced Micro Devices (AMD) 0.1 $732k -15% 6.4k 113.92
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Eaton Corp SHS (ETN) 0.1 $704k 3.5k 201.10
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $704k 7.2k 97.46
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $701k -4% 21k 33.28
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American Tower Reit (AMT) 0.1 $677k +4% 3.5k 193.91
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TJX Companies (TJX) 0.1 $676k 8.0k 84.80
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Baxter International (BAX) 0.1 $672k 15k 45.56
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $672k +4% 6.7k 99.65
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Ishares Core Msci Emkt (IEMG) 0.1 $671k +3% 14k 49.29
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Hca Holdings (HCA) 0.1 $664k +44% 2.2k 303.48
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $641k 28k 23.13
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Applied Materials (AMAT) 0.1 $636k 4.4k 144.54
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Reaves Util Income Com Sh Ben Int (UTG) 0.1 $635k 23k 27.42
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Target Corporation (TGT) 0.1 $627k 4.8k 131.91
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Simon Property (SPG) 0.1 $606k +5% 5.2k 115.47
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Gilead Sciences (GILD) 0.1 $597k -12% 7.7k 77.07
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $592k 17k 34.50
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PPL Corporation (PPL) 0.1 $586k -9% 22k 26.46
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $584k +7% 2.1k 283.20
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Marvell Technology (MRVL) 0.1 $581k +28% 9.7k 59.78
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First Tr Morningstar Divid L SHS (FDL) 0.1 $578k 17k 34.01
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Colgate-Palmolive Company (CL) 0.1 $577k -4% 7.5k 77.04
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Byrna Technologies Com New (BYRN) 0.1 $572k 114k 5.01
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Genuine Parts Company (GPC) 0.1 $563k -3% 3.3k 169.23
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Select Sector Spdr Tr Energy (XLE) 0.1 $555k 6.8k 81.17
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Shopify Cl A (SHOP) 0.1 $554k 8.6k 64.60
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Park National Corporation (PRK) 0.1 $552k 5.4k 102.32
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $551k 2.3k 242.61
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First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.1 $549k 27k 20.18
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Kla Corp Com New (KLAC) 0.1 $548k +2% 1.1k 485.12
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $545k -5% 5.8k 93.63
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Linde SHS (LIN) 0.1 $542k 1.4k 381.08
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $540k 6.1k 88.55
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Nxp Semiconductors N V (NXPI) 0.1 $539k +10% 2.6k 204.68
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Moody's Corporation (MCO) 0.1 $539k 1.5k 347.68
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $532k 7.3k 72.69
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First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) 0.1 $531k 27k 19.90
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Federal Signal Corporation (FSS) 0.1 $514k 8.0k 64.03
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Ishares Tr Tips Bd Etf (TIP) 0.1 $513k 4.8k 107.62
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Blackstone Group Inc Com Cl A (BX) 0.1 $508k 5.5k 92.97
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BlackRock (BLK) 0.1 $507k 734.00 690.70
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $491k 3.3k 148.83
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Anthem (ELV) 0.1 $487k 1.1k 444.35
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Mastercard Incorporated Cl A (MA) 0.1 $485k -11% 1.2k 393.31
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Ford Motor Company (F) 0.1 $485k +15% 32k 15.13
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $480k 10k 47.17
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $477k +58% 3.6k 130.64
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $467k -3% 3.3k 140.79
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $456k 9.5k 48.16
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Unilever Spon Adr New (UL) 0.1 $453k -5% 8.7k 52.13
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $451k 14k 31.20
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $450k +91% 3.0k 152.25
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At&t (T) 0.1 $443k 28k 15.95
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Proshares Tr S&p Tech Dividen (TDV) 0.1 $437k +51% 6.6k 66.26
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $435k 1.1k 392.70
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Cigna Corp (CI) 0.1 $430k -2% 1.5k 280.60
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Cdw (CDW) 0.1 $428k 2.3k 183.50
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Carrier Global Corporation (CARR) 0.1 $422k +4% 8.5k 49.71
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Humana (HUM) 0.1 $421k -6% 942.00 447.13
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Darden Restaurants (DRI) 0.1 $419k -8% 2.5k 167.08
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Schlumberger Com Stk (SLB) 0.1 $419k -17% 8.5k 49.12
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Servicenow (NOW) 0.1 $419k -16% 745.00 562.00
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $412k -2% 5.7k 72.50
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SYSCO Corporation (SYY) 0.1 $411k 5.5k 74.20
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $410k -9% 4.1k 100.92
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $408k 5.2k 78.49
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Albemarle Corporation (ALB) 0.1 $408k +6% 1.8k 223.04
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $404k -9% 32k 12.70
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $400k 18k 22.74
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Intercontinental Exchange (ICE) 0.1 $396k -44% 3.5k 113.08
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $393k -3% 2.0k 194.45
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $393k 1.3k 308.58
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Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $386k 12k 33.51
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $384k 3.7k 102.89
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Freeport-mcmoran CL B (FCX) 0.1 $381k +62% 9.5k 40.00
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $381k NEW 3.1k 123.97
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Neurocrine Biosciences (NBIX) 0.0 $379k +14% 4.0k 94.30
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Us Bancorp Del Com New (USB) 0.0 $376k +20% 11k 33.04
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Novartis Sponsored Adr (NVS) 0.0 $369k 3.7k 100.91
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AutoZone (AZO) 0.0 $369k 148.00 2493.36
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Travelers Companies (TRV) 0.0 $367k -3% 2.1k 173.66
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $366k 4.8k 75.67
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $365k -27% 2.5k 144.24
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Edwards Lifesciences (EW) 0.0 $364k -7% 3.9k 94.33
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Sanofi Sponsored Adr (SNY) 0.0 $363k -8% 6.7k 53.90
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Wells Fargo & Company (WFC) 0.0 $356k -50% 8.4k 42.68
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $351k 6.2k 56.46
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Otis Worldwide Corp (OTIS) 0.0 $347k -9% 3.9k 89.02
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Enbridge (ENB) 0.0 $343k -10% 9.2k 37.15
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Rio Tinto Sponsored Adr (RIO) 0.0 $343k +28% 5.4k 63.84
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Wec Energy Group (WEC) 0.0 $338k -6% 3.8k 88.24
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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.0 $337k 10k 32.71
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ConocoPhillips (COP) 0.0 $334k +2% 3.2k 103.61
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Watsco, Incorporated (WSO) 0.0 $333k 874.00 381.47
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $332k 6.6k 50.17
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U.S. Lime & Minerals (USLM) 0.0 $324k NEW 1.6k 208.89
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $323k -23% 446.00 724.75
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Select Sector Spdr Tr Financial (XLF) 0.0 $322k -4% 9.6k 33.71
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Adobe Systems Incorporated (ADBE) 0.0 $317k -4% 649.00 489.06
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Walgreen Boots Alliance (WBA) 0.0 $309k 11k 28.49
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CVS Caremark Corporation (CVS) 0.0 $308k -17% 4.5k 69.13
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Yum! Brands (YUM) 0.0 $306k 2.2k 138.55
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $306k 5.5k 56.08
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Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.0 $305k 7.3k 41.69
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Chubb (CB) 0.0 $303k +5% 1.6k 192.57
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British Amern Tob Sponsored Adr (BTI) 0.0 $302k -2% 9.1k 33.20
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Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.0 $297k 12k 24.81
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FedEx Corporation (FDX) 0.0 $297k -5% 1.2k 247.92
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Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $296k -9% 4.8k 62.32
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Republic Services (RSG) 0.0 $290k +6% 1.9k 153.17
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $290k +20% 3.0k 96.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $288k 6.2k 46.18
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MetLife (MET) 0.0 $287k +5% 5.1k 56.53
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $285k 12k 23.91
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Lincoln National Corporation (LNC) 0.0 $285k NEW 11k 25.76
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Vanguard World Fds Energy Etf (VDE) 0.0 $284k -49% 2.5k 112.90
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Ishares Tr Global Tech Etf (IXN) 0.0 $280k 4.5k 62.19
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $277k 7.8k 35.62
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $274k 1.2k 229.74
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $270k 17k 15.97
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Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.0 $269k 9.3k 28.82
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Synovus Finl Corp Com New (SNV) 0.0 $267k 8.8k 30.25
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Morgan Stanley Com New (MS) 0.0 $266k +19% 3.1k 85.40
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Charles Schwab Corporation (SCHW) 0.0 $265k -10% 4.7k 56.67
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Dominion Resources (D) 0.0 $262k -2% 5.1k 51.79
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Select Sector Spdr Tr Communication (XLC) 0.0 $258k NEW 4.0k 65.08
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Becton, Dickinson and (BDX) 0.0 $256k 971.00 263.93
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $256k 3.4k 75.62
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Ishares Silver Tr Ishares (SLV) 0.0 $254k +3% 12k 20.89
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $250k -4% 2.0k 122.58
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Vulcan Materials Company (VMC) 0.0 $247k NEW 1.1k 225.44
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Cadence Design Systems (CDNS) 0.0 $246k -5% 1.0k 234.52
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Dow (DOW) 0.0 $246k -8% 4.6k 53.26
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American Water Works (AWK) 0.0 $246k 1.7k 142.76
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Broadridge Financial Solutions (BR) 0.0 $244k 1.5k 165.63
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Cummins (CMI) 0.0 $242k +3% 986.00 245.14
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PIMCO Corporate Income Fund (PCN) 0.0 $238k 18k 13.11
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Sprott Physical Gold Tr Unit (PHYS) 0.0 $238k 16k 14.92
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Toronto Dominion Bk Ont Com New (TD) 0.0 $237k 3.8k 62.01
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $235k NEW 9.4k 25.16
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General Electric Com New (GE) 0.0 $233k -40% 2.1k 109.87
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Goldman Sachs (GS) 0.0 $233k +11% 722.00 322.76
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $233k 6.1k 38.09
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Evergy (EVRG) 0.0 $232k -5% 4.0k 58.42
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Constellation Brands Cl A (STZ) 0.0 $231k -28% 939.00 246.06
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Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $230k 4.9k 46.63
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $230k NEW 3.1k 75.08
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Totalenergies Se Sponsored Ads (TTE) 0.0 $230k 4.0k 57.64
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Xcel Energy (XEL) 0.0 $229k +2% 3.7k 62.17
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RBB Motley Fol Etf (TMFC) 0.0 $229k NEW 5.6k 40.74
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $227k 3.0k 75.57
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Corning Incorporated (GLW) 0.0 $225k +8% 6.4k 35.04
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $225k -4% 861.00 261.48
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Carnival Corp Common Stock (CCL) 0.0 $225k -16% 12k 18.83
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Realty Income (O) 0.0 $225k +3% 3.8k 59.80
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $224k 2.8k 79.79
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Comfort Systems USA (FIX) 0.0 $223k NEW 1.4k 164.20
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Phillips 66 (PSX) 0.0 $222k +3% 2.3k 95.38
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Hp (HPQ) 0.0 $221k 7.2k 30.71
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Innovator Etfs Tr Us Eqt Acc 9 Bfr (XBJA) 0.0 $220k 9.0k 24.59
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Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.0 $217k 6.8k 31.98
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $217k 2.6k 83.56
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Starbucks Corporation (SBUX) 0.0 $211k +2% 2.1k 99.07
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Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.0 $210k -46% 3.4k 62.78
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Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.0 $210k 7.2k 29.13
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Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.0 $210k NEW 6.1k 34.45
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $210k NEW 5.8k 36.50
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Aptar (ATR) 0.0 $209k 1.8k 115.86
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S&p Global (SPGI) 0.0 $206k -23% 514.00 400.89
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Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $204k 2.5k 81.73
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