Surevest

Latest statistics and disclosures from Surevest's latest quarterly 13F-HR filing:

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Positions held by Surevest consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Surevest

Surevest holds 528 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Surevest has 528 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 4.2 $15M +5% 73k 210.40
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Ishares Tr Core Us Aggbd Et (AGG) 3.9 $15M 151k 96.34
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Ishares Tr Core Msci Total (IXUS) 3.8 $14M +12% 272k 50.92
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Ishares Tr Msci Acwi Ex Us (ACWX) 3.4 $12M +3% 308k 40.01
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Apple (AAPL) 3.0 $11M +12% 79k 138.20
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Ishares Tr Morningstar Valu (ILCV) 1.9 $7.0M -3% 123k 56.47
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $6.2M +6% 169k 36.49
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Ishares Tr Rusel 2500 Etf (SMMD) 1.7 $6.1M 123k 49.75
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Ishares Tr Morningstr Us Eq (ILCB) 1.6 $6.0M +7% 122k 49.39
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Palo Alto Networks (PANW) 1.5 $5.5M +196% 34k 163.78
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Ishares Tr Morningstar Grwt (ILCG) 1.4 $5.1M +29% 106k 48.26
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Chevron Corporation (CVX) 1.4 $5.0M 35k 143.68
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Microsoft Corporation (MSFT) 1.3 $4.8M 21k 232.87
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Genuine Parts Company (GPC) 1.3 $4.7M -3% 32k 149.31
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Philip Morris International (PM) 1.3 $4.7M +4% 57k 83.02
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Wp Carey (WPC) 1.3 $4.7M +4% 67k 69.80
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $4.6M 13k 357.18
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General Mills (GIS) 1.2 $4.6M 60k 76.61
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Northrop Grumman Corporation (NOC) 1.2 $4.5M 9.7k 470.38
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Amazon (AMZN) 1.2 $4.5M +4% 40k 113.01
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Pepsi (PEP) 1.2 $4.4M 27k 163.25
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Alphabet Cap Stk Cl C (GOOG) 1.2 $4.3M +1913% 45k 96.16
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Waste Management (WM) 1.1 $4.1M 26k 160.21
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Abbvie (ABBV) 1.1 $4.0M 30k 134.21
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Kellogg Company (K) 1.1 $4.0M 57k 69.65
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Ishares Tr Mrgstr Md Cp Val (IMCV) 1.1 $4.0M +7% 71k 55.94
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Goldman Sachs (GS) 1.1 $3.9M 13k 293.08
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Coca-Cola Company (KO) 1.0 $3.8M 69k 56.02
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Johnson & Johnson (JNJ) 1.0 $3.8M 23k 163.36
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Meta Platforms Cl A (META) 1.0 $3.8M +6% 28k 135.69
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Travelers Companies (TRV) 1.0 $3.8M +4% 25k 153.20
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AFLAC Incorporated (AFL) 1.0 $3.8M 67k 56.20
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Bristol Myers Squibb (BMY) 1.0 $3.8M 53k 71.09
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McDonald's Corporation (MCD) 1.0 $3.7M 16k 230.73
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Consolidated Edison (ED) 1.0 $3.6M 43k 85.75
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General Dynamics Corporation (GD) 1.0 $3.6M 17k 212.19
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Nike CL B (NKE) 1.0 $3.5M +6% 42k 83.12
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Colgate-Palmolive Company (CL) 1.0 $3.5M 50k 70.26
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United Parcel Service CL B (UPS) 1.0 $3.5M 22k 161.56
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Cummins (CMI) 0.9 $3.4M 17k 203.52
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Archer Daniels Midland Company (ADM) 0.9 $3.4M 42k 80.46
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Assurant (AIZ) 0.9 $3.4M 23k 145.29
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Air Products & Chemicals (APD) 0.9 $3.3M 14k 232.72
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Visa Com Cl A (V) 0.9 $3.2M 18k 177.65
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Polaris Industries (PII) 0.9 $3.2M 34k 95.64
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Emerson Electric (EMR) 0.9 $3.2M 44k 73.23
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Procter & Gamble Company (PG) 0.9 $3.2M 25k 126.25
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Union Pacific Corporation (UNP) 0.8 $3.1M 16k 194.84
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Servicenow (NOW) 0.8 $3.1M 8.2k 377.56
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Blackstone Secd Lending Common Stock (BXSL) 0.8 $3.1M +122% 136k 22.74
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Kimberly-Clark Corporation (KMB) 0.8 $3.1M 28k 112.56
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Illinois Tool Works (ITW) 0.8 $3.1M 17k 180.65
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Lockheed Martin Corporation (LMT) 0.8 $3.1M +3% 7.9k 386.33
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Sherwin-Williams Company (SHW) 0.8 $2.9M 14k 204.75
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Automatic Data Processing (ADP) 0.8 $2.9M +4% 13k 226.20
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Clorox Company (CLX) 0.7 $2.7M +6% 21k 128.41
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.7 $2.6M +7% 49k 53.87
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salesforce (CRM) 0.7 $2.6M +8% 18k 143.83
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.6M 7.9k 328.31
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $2.5M 34k 74.82
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Medtronic SHS (MDT) 0.7 $2.5M -2% 32k 80.74
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Omega Healthcare Investors (OHI) 0.7 $2.5M 86k 29.49
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Verizon Communications (VZ) 0.7 $2.5M +2% 66k 37.98
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $2.5M +8% 50k 50.37
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Target Corporation (TGT) 0.7 $2.5M 17k 148.38
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SYSCO Corporation (SYY) 0.7 $2.5M +8% 35k 70.70
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Starbucks Corporation (SBUX) 0.7 $2.5M +10% 29k 84.27
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Crowdstrike Hldgs Cl A (CRWD) 0.7 $2.4M -5% 15k 164.81
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Chubb (CB) 0.6 $2.4M +12% 13k 181.92
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3M Company (MMM) 0.6 $2.3M +2% 21k 110.48
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Williams-Sonoma (WSM) 0.6 $2.1M +10% 18k 117.84
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.6 $2.1M +5% 1.7k 1203.96
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Spdr Ser Tr Bloomberg Intl T (BWX) 0.5 $2.0M +3% 97k 20.83
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Stag Industrial (STAG) 0.5 $2.0M +6% 70k 28.43
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $2.0M 28k 71.34
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Walt Disney Company (DIS) 0.5 $1.8M 20k 94.35
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Stanley Black & Decker (SWK) 0.4 $1.6M +14% 21k 75.23
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.5M +1879% 15k 95.66
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.5M 28k 51.81
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Raytheon Technologies Corp (RTX) 0.4 $1.4M 18k 81.84
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.4 $1.4M +6% 30k 47.54
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Paypal Holdings (PYPL) 0.3 $1.2M +9% 14k 86.06
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Tesla Motors (TSLA) 0.3 $1.1M +211% 4.3k 265.26
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Pfizer (PFE) 0.3 $1.1M +16% 26k 43.77
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Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.3 $1.1M +8% 25k 42.71
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Masco Corporation (MAS) 0.3 $1.0M +14% 22k 46.68
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Enterprise Products Partners (EPD) 0.3 $1.0M 43k 23.78
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $1.0M -31% 14k 71.99
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Airbnb Com Cl A (ABNB) 0.3 $988k +20% 9.4k 104.99
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JPMorgan Chase & Co. (JPM) 0.3 $968k -16% 9.3k 104.46
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Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $951k 86k 11.04
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Zoom Video Communications In Cl A (ZM) 0.2 $864k +20% 12k 73.57
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Capital One Financial (COF) 0.2 $858k +21% 9.3k 92.14
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $856k +8% 11k 81.40
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Blackstone Group Inc Com Cl A (BX) 0.2 $852k +26% 10k 83.66
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $837k +335% 11k 79.97
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $793k 75k 10.52
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NVIDIA Corporation (NVDA) 0.2 $784k +20% 6.5k 121.40
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Roblox Corp Cl A (RBLX) 0.2 $784k +13% 22k 35.85
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Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.2 $778k +12% 142k 5.50
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $768k 4.7k 163.58
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Docusign (DOCU) 0.2 $757k +28% 14k 53.44
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Informatica Com Cl A (INFA) 0.2 $753k 38k 20.08
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Magellan Midstream Prtnrs Com Unit Rp Lp 0.2 $741k -7% 16k 47.50
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Twilio Cl A (TWLO) 0.2 $713k +75% 10k 69.17
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Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.2 $707k +9% 29k 24.12
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Autodesk (ADSK) 0.2 $706k 3.8k 186.82
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $686k -17% 27k 25.80
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $667k +40913% 12k 54.21
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $659k 5.2k 127.22
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $647k 2.4k 267.02
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Wells Fargo & Company (WFC) 0.1 $466k 12k 40.20
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Oracle Corporation (ORCL) 0.1 $378k 6.2k 61.12
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ResMed (RMD) 0.1 $369k 1.7k 218.21
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $362k -52% 9.9k 36.40
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $360k -18% 7.5k 48.32
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $358k -21% 7.3k 49.31
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $350k 16k 22.21
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $346k 8.9k 38.85
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Coinbase Global Com Cl A (COIN) 0.1 $342k +42% 5.3k 64.52
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $330k -9% 6.8k 48.28
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $318k -15% 12k 26.21
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $313k 3.9k 80.15
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Marsh & McLennan Companies (MMC) 0.1 $301k 2.0k 149.45
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $300k +121% 1.8k 165.11
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Nextera Energy (NEE) 0.1 $297k 3.8k 78.38
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $297k 2.2k 136.05
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Costco Wholesale Corporation (COST) 0.1 $284k -12% 601.00 472.55
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $275k 15k 18.91
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $271k 6.9k 39.01
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $267k +12% 7.7k 34.68
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $254k -3% 1.2k 206.67
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Eagle Ban (EGBN) 0.1 $252k 5.6k 44.74
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Otis Worldwide Corp (OTIS) 0.1 $230k 3.6k 63.91
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M&T Bank Corporation (MTB) 0.1 $226k 1.3k 176.70
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $211k +421% 4.6k 45.69
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Carrier Global Corporation (CARR) 0.1 $206k -5% 5.8k 35.50
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $203k 1.6k 129.13
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Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.1 $195k 2.9k 67.43
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Exxon Mobil Corporation (XOM) 0.0 $177k 2.0k 87.24
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Vanguard World Fds Energy Etf (VDE) 0.0 $171k 1.7k 101.66
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $171k 1.2k 143.70
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $170k 3.4k 50.25
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $167k 649.00 257.32
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Iron Mountain (IRM) 0.0 $158k 3.6k 43.93
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $147k 746.00 197.05
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4068594 Enphase Energy (ENPH) 0.0 $140k 505.00 277.23
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Ishares Tr Global 100 Etf (IOO) 0.0 $132k 2.2k 59.73
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Home Depot (HD) 0.0 $130k 472.00 275.42
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Southwest Airlines (LUV) 0.0 $129k 4.2k 30.77
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Eli Lilly & Co. (LLY) 0.0 $126k 390.00 323.08
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Spdr Gold Tr Gold Shs (GLD) 0.0 $125k -24% 807.00 154.89
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $123k +8% 400.00 307.50
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Amgen (AMGN) 0.0 $121k -22% 535.00 226.17
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Ares Capital Corporation (ARCC) 0.0 $119k NEW 7.1k 16.83
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Intel Corporation (INTC) 0.0 $117k 4.5k 25.82
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Badger Meter (BMI) 0.0 $116k 1.3k 92.36
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Biohaven Pharmaceutical Holding 0.0 $114k -35% 751.00 151.80
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $114k 4.1k 28.15
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $112k -17% 598.00 187.29
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $112k 622.00 180.06
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Snowflake Cl A (SNOW) 0.0 $109k NEW 644.00 169.25
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First Solar (FSLR) 0.0 $106k 800.00 132.50
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American Express Company (AXP) 0.0 $104k -27% 773.00 134.54
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UnitedHealth (UNH) 0.0 $102k -33% 201.00 507.46
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $98k +2% 2.2k 44.14
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Sempra Energy (SRE) 0.0 $96k -18% 640.00 150.00
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Danaher Corporation (DHR) 0.0 $85k -34% 328.00 259.15
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Merck & Co (MRK) 0.0 $82k -27% 953.00 86.04
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International Business Machines (IBM) 0.0 $78k 654.00 119.27
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McKesson Corporation (MCK) 0.0 $78k 229.00 340.61
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Toronto Dominion Bk Ont Com New (TD) 0.0 $77k 1.3k 61.50
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Ishares Gold Tr Ishares New (IAU) 0.0 $73k 2.3k 31.38
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Bank of America Corporation (BAC) 0.0 $70k 2.3k 30.30
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Mondelez Intl Cl A (MDLZ) 0.0 $67k 1.2k 55.01
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $67k 494.00 135.63
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $64k 2.6k 24.47
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ON Semiconductor (ON) 0.0 $62k 1.0k 62.00
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Honeywell International (HON) 0.0 $61k -31% 367.00 166.21
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $59k 233.00 253.22
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MGM Resorts International. (MGM) 0.0 $58k 2.0k 29.53
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Independence Realty Trust In (IRT) 0.0 $58k 3.5k 16.74
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $57k +60% 213.00 267.61
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Ishares Tr North Amern Nat (IGE) 0.0 $54k 1.6k 34.57
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Northwest Natural Holdin (NWN) 0.0 $54k 1.3k 43.17
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $53k 1.0k 52.22
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Regeneron Pharmaceuticals (REGN) 0.0 $50k 73.00 684.93
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Altria (MO) 0.0 $49k 1.2k 40.10
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $48k 786.00 61.07
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $47k +2% 275.00 170.91
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $46k -10% 115.00 400.00
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Anthem (ELV) 0.0 $45k +5% 99.00 454.55
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $43k 119.00 361.34
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BlackRock (BLK) 0.0 $42k -39% 77.00 545.45
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Ishares Tr Us Trsprtion (IYT) 0.0 $41k 211.00 194.31
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Xcel Energy (XEL) 0.0 $41k -50% 636.00 64.47
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $40k 420.00 95.24
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Netflix (NFLX) 0.0 $39k -10% 167.00 233.53
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $38k +65% 195.00 194.87
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Chipotle Mexican Grill (CMG) 0.0 $38k -10% 25.00 1520.00
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Comcast Corp Cl A (CMCSA) 0.0 $37k -3% 1.3k 29.00
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Canopy Gro 0.0 $36k -21% 13k 2.71
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Yum! Brands (YUM) 0.0 $36k 335.00 107.46
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $35k 3.3k 10.49
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Middlesex Water Company (MSEX) 0.0 $35k 453.00 77.26
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Dupont De Nemours (DD) 0.0 $34k 675.00 50.37
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Ishares Msci Jpn Etf New (EWJ) 0.0 $34k 700.00 48.57
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Cisco Systems (CSCO) 0.0 $33k 821.00 40.19
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Morgan Stanley Com New (MS) 0.0 $33k +37% 411.00 80.29
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Caterpillar (CAT) 0.0 $33k -27% 200.00 165.00
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Ishares Core Msci Emkt (IEMG) 0.0 $33k 773.00 42.69
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $32k NEW 850.00 37.65
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Corning Incorporated (GLW) 0.0 $32k 1.1k 29.09
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $31k -3% 549.00 56.47
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MetLife (MET) 0.0 $31k 504.00 61.51
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Yum China Holdings (YUMC) 0.0 $30k 625.00 48.00
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Gilead Sciences (GILD) 0.0 $30k 494.00 60.73
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Select Sector Spdr Tr Energy (XLE) 0.0 $29k 405.00 71.60
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Huntington Ingalls Inds (HII) 0.0 $27k 122.00 221.31
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $27k 288.00 93.75
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BioMarin Pharmaceutical (BMRN) 0.0 $26k 308.00 84.42
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Dex (DXCM) 0.0 $26k 320.00 81.25
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Adobe Systems Incorporated (ADBE) 0.0 $26k -6% 94.00 276.60
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $26k 850.00 30.59
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $26k 815.00 31.90
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Applied Materials (AMAT) 0.0 $25k -11% 310.00 80.65
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Farfetch Ord Sh Cl A 0.0 $25k -75% 3.4k 7.45
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Novartis Sponsored Adr (NVS) 0.0 $24k 310.00 77.42
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Novocure Ord Shs (NVCR) 0.0 $24k 320.00 75.00
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D.R. Horton (DHI) 0.0 $24k -3% 349.00 68.77
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Workday Cl A (WDAY) 0.0 $24k 158.00 151.90
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Ishares Silver Tr Ishares (SLV) 0.0 $23k -57% 1.3k 17.23
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CVS Caremark Corporation (CVS) 0.0 $23k -5% 241.00 95.44
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Vanguard Index Fds Growth Etf (VUG) 0.0 $23k NEW 106.00 216.98
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Twitter 0.0 $23k 530.00 43.40
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At&t (T) 0.0 $22k -17% 1.4k 15.29
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $22k 520.00 42.31
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National Grid Sponsored Adr Ne (NGG) 0.0 $21k 405.00 51.85
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $21k 102.00 205.88
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Devon Energy Corporation (DVN) 0.0 $21k +1522% 357.00 58.82
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Ishares Msci Cda Etf (EWC) 0.0 $20k 661.00 30.26
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Prudential Financial (PRU) 0.0 $20k 234.00 85.47
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Unilever Spon Adr New (UL) 0.0 $20k 462.00 43.29
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First Tr Mtg Income Com Shs (FMY) 0.0 $19k 1.7k 11.09
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Vanguard Index Fds Value Etf (VTV) 0.0 $19k 150.00 126.67
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Silvergate Cap Corp Cl A (SICP) 0.0 $19k 250.00 76.00
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Parker-Hannifin Corporation (PH) 0.0 $19k -55% 79.00 240.51
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.0 $19k 787.00 24.14
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $18k 470.00 38.30
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Boeing Company (BA) 0.0 $18k -40% 150.00 120.00
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Past Filings by Surevest

SEC 13F filings are viewable for Surevest going back to 2018