TrueNorth

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

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

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Portfolio Holdings for IMA Wealth

IMA Wealth holds 290 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
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.8 $34M -3% 653k 52.37
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.7 $15M 282k 51.70
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 3.1 $12M -39% 594k 20.57
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Ishares Tr High Yld Bd Fctr (HYDB) 2.9 $11M NEW 251k 44.70
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $11M NEW 152k 72.69
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $11M 151k 71.03
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.6 $10M +7% 414k 24.38
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.1 $8.1M NEW 174k 46.58
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.0 $8.0M 182k 43.80
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Apple (AAPL) 2.0 $7.8M -2% 41k 193.97
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Microsoft Corporation (MSFT) 2.0 $7.8M -9% 23k 340.54
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $6.6M -3% 185k 35.65
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.7 $6.5M NEW 344k 18.95
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Procter & Gamble Company (PG) 1.6 $6.1M 41k 151.74
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.5 $5.9M NEW 295k 20.13
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Danaher Corporation (DHR) 1.3 $5.0M 21k 240.00
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Activision Blizzard (ATVI) 1.3 $4.9M 58k 84.30
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Amazon (AMZN) 1.2 $4.6M +3% 35k 130.36
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $4.4M -2% 59k 74.95
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Fastenal Company (FAST) 1.1 $4.4M 74k 58.99
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Knight-swift Transn Hldgs In Cl A (KNX) 1.1 $4.3M 77k 55.56
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Valero Energy Corporation (VLO) 1.1 $4.2M -11% 36k 117.30
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Qualcomm (QCOM) 1.1 $4.2M +25% 35k 119.04
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 1.1 $4.1M -67% 183k 22.48
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NVIDIA Corporation (NVDA) 1.1 $4.1M -21% 9.7k 423.02
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JPMorgan Chase & Co. (JPM) 1.0 $4.0M 28k 145.44
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Exelixis (EXEL) 1.0 $3.9M 203k 19.11
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Onemain Holdings (OMF) 1.0 $3.9M +2% 89k 43.69
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Datadog Cl A Com (DDOG) 1.0 $3.8M -20% 38k 98.38
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stock (SPLK) 0.9 $3.7M 35k 106.09
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Pioneer Natural Resources (PXD) 0.9 $3.5M +32% 17k 207.18
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Crowdstrike Hldgs Cl A (CRWD) 0.9 $3.5M -14% 24k 146.87
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EXACT Sciences Corporation (EXAS) 0.9 $3.4M -20% 37k 93.90
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Kinder Morgan (KMI) 0.9 $3.4M 200k 17.22
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Merck & Co (MRK) 0.9 $3.4M 30k 115.39
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Ingredion Incorporated (INGR) 0.9 $3.4M +4% 32k 105.95
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Zebra Technologies Corporati Cl A (ZBRA) 0.8 $3.3M 11k 295.83
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Onto Innovation (ONTO) 0.8 $3.2M 28k 116.47
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.8 $3.2M +2% 201k 15.97
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Visa Com Cl A (V) 0.8 $3.1M +2% 13k 237.48
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Cintas Corporation (CTAS) 0.8 $3.1M 6.2k 497.08
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.8 $3.1M -5% 45k 67.50
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Tesla Motors (TSLA) 0.8 $3.1M -6% 12k 261.77
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Aerojet Rocketdy (AJRD) 0.8 $3.0M 56k 54.87
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Ameriprise Financial (AMP) 0.8 $2.9M 8.8k 332.16
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.8M 6.4k 445.71
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Meta Platforms Cl A (META) 0.7 $2.8M +3% 9.7k 286.98
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Chevron Corporation (CVX) 0.7 $2.8M +2% 18k 157.35
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AES Corporation (AES) 0.7 $2.8M +8% 134k 20.73
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W.W. Grainger (GWW) 0.7 $2.8M 3.5k 788.59
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Anthem (ELV) 0.7 $2.7M +17% 6.1k 444.29
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TJX Companies (TJX) 0.7 $2.6M -2% 31k 84.79
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Ishares Tr Pfd And Incm Sec (PFF) 0.6 $2.5M +5% 80k 30.93
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UnitedHealth (UNH) 0.6 $2.4M +3% 5.1k 480.64
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Regeneron Pharmaceuticals (REGN) 0.6 $2.4M 3.3k 718.54
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Target Corporation (TGT) 0.6 $2.2M -3% 17k 131.90
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ViaSat (VSAT) 0.6 $2.2M 53k 41.26
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Intuitive Surgical Com New (ISRG) 0.5 $2.1M 6.3k 341.94
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Lowe's Companies (LOW) 0.5 $2.1M 9.5k 225.70
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Evolent Health Cl A (EVH) 0.5 $2.0M 67k 30.30
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Shift4 Pmts Cl A (FOUR) 0.5 $2.0M +18% 30k 67.91
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Dxc Technology (DXC) 0.5 $2.0M 75k 26.72
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Wal-Mart Stores (WMT) 0.5 $2.0M 13k 157.18
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Carrier Global Corporation (CARR) 0.5 $2.0M +2% 40k 49.71
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Illinois Tool Works (ITW) 0.5 $1.9M 7.6k 250.16
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Brooks Automation (AZTA) 0.5 $1.8M 40k 46.68
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Laredo Petroleum (VTLE) 0.5 $1.8M +125% 41k 45.15
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Abbvie (ABBV) 0.5 $1.8M -2% 14k 134.73
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Boston Scientific Corporation (BSX) 0.5 $1.8M +2% 33k 54.09
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Envestnet (ENV) 0.5 $1.8M -9% 30k 59.35
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Ishares Tr Russell 3000 Etf (IWV) 0.4 $1.7M 6.8k 254.48
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Generac Holdings (GNRC) 0.4 $1.6M 11k 149.13
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Johnson & Johnson (JNJ) 0.4 $1.6M 9.9k 165.52
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Telephone & Data Sys Com New (TDS) 0.4 $1.6M +63% 198k 8.23
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Citigroup Com New (C) 0.4 $1.6M +5% 35k 46.04
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Capital One Financial (COF) 0.4 $1.6M +4% 14k 109.37
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Lumentum Hldgs (LITE) 0.4 $1.5M 26k 56.73
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Crispr Therapeutics Namen Akt (CRSP) 0.4 $1.4M +2% 26k 56.14
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salesforce (CRM) 0.4 $1.4M -15% 6.8k 211.26
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $1.4M +2% 26k 53.81
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MasTec (MTZ) 0.4 $1.4M 12k 117.97
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Innovative Industria A (IIPR) 0.4 $1.4M +103% 19k 73.03
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Dutch Bros Cl A (BROS) 0.3 $1.3M -7% 47k 28.45
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Draftkings Com Cl A (DKNG) 0.3 $1.3M -16% 50k 26.57
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Repligen Corporation (RGEN) 0.3 $1.3M +2% 9.3k 141.46
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L3harris Technologies (LHX) 0.3 $1.2M -4% 6.4k 195.77
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MaxLinear (MXL) 0.3 $1.2M +2% 39k 31.56
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Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.3 $1.2M -91% 52k 23.51
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Bank of America Corporation (BAC) 0.3 $1.2M 42k 28.69
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Pure Storage Cl A (PSTG) 0.3 $1.2M 32k 36.82
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Mp Materials Corp Com Cl A (MP) 0.3 $1.1M +4% 49k 22.88
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Guardant Health (GH) 0.3 $1.1M +7% 31k 35.80
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MercadoLibre (MELI) 0.3 $1.1M 943.00 1184.60
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Deere & Company (DE) 0.3 $1.0M 2.5k 405.19
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Otis Worldwide Corp (OTIS) 0.3 $991k 11k 89.01
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.2 $968k -93% 46k 21.17
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Fortive (FTV) 0.2 $913k +2% 12k 74.77
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $889k +6% 9.1k 97.46
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Concentrix Corp (CNXC) 0.2 $885k NEW 11k 80.75
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $839k 1.9k 443.28
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Starbucks Corporation (SBUX) 0.2 $835k +3% 8.4k 99.06
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $813k -6% 2.0k 407.28
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $784k 23k 33.77
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Automatic Data Processing (ADP) 0.2 $769k 3.5k 219.79
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $707k 1.9k 369.42
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Illumina (ILMN) 0.2 $646k +11% 3.4k 187.49
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $558k -12% 8.3k 67.09
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $552k -95% 26k 21.04
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Docusign (DOCU) 0.1 $536k +6% 11k 51.09
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Irhythm Technologies (IRTC) 0.1 $522k 5.0k 104.32
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Paypal Holdings (PYPL) 0.1 $518k 7.8k 66.73
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $508k 4.4k 115.26
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Federated Hermes CL B (FHI) 0.1 $496k 14k 35.85
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Home Depot (HD) 0.1 $495k 1.6k 310.64
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Coca-Cola Company (KO) 0.1 $476k 7.9k 60.22
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Ishares Tr Mbs Etf (MBB) 0.1 $431k 4.6k 93.27
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $431k -6% 1.6k 261.48
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $422k 4.3k 97.84
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $418k 5.2k 81.08
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Great Lakes Dredge & Dock Corporation (GLDD) 0.1 $399k -47% 49k 8.16
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O'reilly Automotive (ORLY) 0.1 $382k 400.00 955.30
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Apellis Pharmaceuticals (APLS) 0.1 $378k 4.2k 91.10
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Bristol Myers Squibb (BMY) 0.1 $370k +3% 5.8k 63.95
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International Business Machines (IBM) 0.1 $365k 2.7k 133.81
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Pepsi (PEP) 0.1 $335k +31% 1.8k 185.22
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Smith & Wesson Brands (SWBI) 0.1 $326k 25k 13.04
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $288k -72% 6.0k 48.06
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Texas Instruments Incorporated (TXN) 0.1 $269k 1.5k 180.02
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Abbott Laboratories (ABT) 0.1 $262k 2.4k 109.02
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $250k 910.00 275.18
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Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.1 $204k -26% 4.0k 51.21
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Lincoln Electric Holdings (LECO) 0.1 $204k 1.0k 198.63
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New York Community Ban (NYCB) 0.0 $183k 16k 11.24
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Air Products & Chemicals (APD) 0.0 $178k 595.00 299.53
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Dycom Industries (DY) 0.0 $178k 1.6k 113.65
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FedEx Corporation (FDX) 0.0 $166k -5% 671.00 247.90
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Medtronic SHS (MDT) 0.0 $162k -4% 1.8k 88.10
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Pfizer (PFE) 0.0 $155k 4.2k 36.68
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Morgan Stanley Com New (MS) 0.0 $154k -2% 1.8k 85.40
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Evergy (EVRG) 0.0 $147k -23% 2.5k 58.42
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Costco Wholesale Corporation (COST) 0.0 $146k +41% 272.00 538.38
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Campbell Soup Company (CPB) 0.0 $146k 3.2k 45.71
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Comcast Corp Cl A (CMCSA) 0.0 $139k 3.4k 41.55
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Archer Daniels Midland Company (ADM) 0.0 $138k 1.8k 75.56
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Centene Corporation (CNC) 0.0 $136k 2.0k 67.45
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Mastercard Incorporated Cl A (MA) 0.0 $132k 336.00 393.30
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $131k 2.6k 50.22
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Helen Of Troy (HELE) 0.0 $130k 1.2k 108.02
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Broadcom (AVGO) 0.0 $125k +242% 144.00 867.43
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Adobe Systems Incorporated (ADBE) 0.0 $124k 253.00 488.99
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Smucker J M Com New (SJM) 0.0 $104k -3% 706.00 147.67
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $101k -87% 840.00 119.70
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $100k 85.00 1171.82
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Boeing Company (BA) 0.0 $99k 467.00 211.16
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Global Payments (GPN) 0.0 $99k 1.0k 98.52
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $98k 85.00 1152.00
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Expedia Group Com New (EXPE) 0.0 $96k 874.00 109.39
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Cardinal Health (CAH) 0.0 $90k 946.00 94.57
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Watsco, Incorporated (WSO) 0.0 $86k 225.00 381.47
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Colgate-Palmolive Company (CL) 0.0 $86k 1.1k 77.04
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $83k 1.2k 67.50
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Micron Technology (MU) 0.0 $80k -93% 1.3k 63.11
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Travelers Companies 0.0 $78k NEW 451.00 173.66
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $77k 4.0k 19.22
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Ishares Tr National Mun Etf (MUB) 0.0 $75k 705.00 106.73
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Equity Bancshares Com Cl A (EQBK) 0.0 $73k 3.2k 22.78
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Tekla Healthcare Invs Sh Ben Int (HQH) 0.0 $67k 3.9k 17.05
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $67k 724.00 91.83
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McDonald's Corporation (MCD) 0.0 $64k +124% 213.00 298.41
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Walt Disney Company (DIS) 0.0 $62k 693.00 89.28
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Truist Financial Corp equities (TFC) 0.0 $60k 2.0k 30.35
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Alphabet Cap Stk Cl C (GOOG) 0.0 $58k 482.00 120.97
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Wisdomtree Tr Europe Smcp Dv (DFE) 0.0 $56k 1.0k 55.84
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Honeywell International (HON) 0.0 $56k 268.00 207.50
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Heartland Financial USA (HTLF) 0.0 $55k 2.0k 27.87
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American Outdoor (AOUT) 0.0 $54k 6.3k 8.68
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $53k -78% 760.00 69.95
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Eaton Corp SHS (ETN) 0.0 $52k +55% 257.00 201.10
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Oracle Corporation (ORCL) 0.0 $51k +30% 428.00 119.09
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Oneok (OKE) 0.0 $50k +60% 814.00 61.72
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First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.0 $48k 1.4k 34.42
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Amgen (AMGN) 0.0 $47k -7% 210.00 222.02
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $46k 1.9k 25.01
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Iveric Bio (ISEE) 0.0 $43k 1.1k 39.34
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Chipotle Mexican Grill (CMG) 0.0 $43k 20.00 2139.00
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Ford Motor Company (F) 0.0 $42k -58% 2.8k 15.13
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ConocoPhillips (COP) 0.0 $41k +69% 397.00 103.61
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General Electric Com New (GE) 0.0 $40k 367.00 109.85
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Exxon Mobil Corporation (XOM) 0.0 $40k +720% 369.00 107.25
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Broadridge Financial Solutions (BR) 0.0 $39k 237.00 165.63
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Morningstar (MORN) 0.0 $39k 200.00 196.07
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Martin Marietta Materials (MLM) 0.0 $39k 84.00 461.69
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Westrock (WRK) 0.0 $38k 1.3k 29.07
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Portland Gen Elec Com New (POR) 0.0 $37k +100% 786.00 47.07
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Union Pacific Corporation (UNP) 0.0 $37k NEW 180.00 204.62
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Northrop Grumman Corporation (NOC) 0.0 $37k +196% 80.00 455.80
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Raytheon Technologies Corp (RTX) 0.0 $36k +203% 367.00 97.96
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Caterpillar (CAT) 0.0 $36k NEW 145.00 246.06
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Ishares Tr Core High Dv Etf (HDV) 0.0 $33k 330.00 100.79
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $33k 800.00 41.35
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Diamondback Energy (FANG) 0.0 $33k NEW 250.00 131.36
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Invesco Currencyshares Brit Brit Poun Strl (FXB) 0.0 $31k 257.00 122.23
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Hershey Company (HSY) 0.0 $31k 125.00 249.70
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American Electric Power Company (AEP) 0.0 $31k +76% 368.00 84.20
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $31k +100% 2.4k 12.70
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Hess (HES) 0.0 $31k NEW 224.00 135.95
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $30k -85% 570.00 52.43
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Liberty Global SHS CL C (LBTYK) 0.0 $30k 1.7k 17.77
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Wells Fargo & Company (WFC) 0.0 $30k 693.00 42.68
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Nutrien (NTR) 0.0 $28k 472.00 59.05
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Chubb (CB) 0.0 $27k +275% 139.00 192.56
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United Parcel Service CL B (UPS) 0.0 $26k +100% 142.00 179.25
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Fifth Third Ban (FITB) 0.0 $25k -98% 960.00 26.21
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Nike CL B (NKE) 0.0 $24k 215.00 110.37
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $23k 232.00 99.66
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Charles Schwab Corporation (SCHW) 0.0 $23k +33% 400.00 56.68
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Voc Energy Tr Tr Unit (VOC) 0.0 $22k -51% 2.8k 7.89
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Airbnb Com Cl A (ABNB) 0.0 $22k 171.00 128.16
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United Natural Foods (UNFI) 0.0 $21k 1.1k 19.55
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Commerce Bancshares (CBSH) 0.0 $20k 418.00 48.70
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Ecolab (ECL) 0.0 $20k NEW 109.00 186.70
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Newmont Mining Corporation (NEM) 0.0 $20k 468.00 42.66
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IDEX Corporation (IEX) 0.0 $19k 88.00 215.26
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Lockheed Martin Corporation (LMT) 0.0 $18k -57% 40.00 460.40
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Pool Corporation (POOL) 0.0 $18k 49.00 374.65
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Skyworks Solutions (SWKS) 0.0 $18k 165.00 110.69
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Fs Kkr Capital Corp (FSK) 0.0 $18k 950.00 19.18
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Constellation Brands Cl A (STZ) 0.0 $18k 74.00 246.14
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $18k 222.00 81.24
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Albemarle Corporation (ALB) 0.0 $18k 80.00 223.10
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Nxp Semiconductors N V (NXPI) 0.0 $18k 86.00 204.69
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Hanesbrands (HBI) 0.0 $17k 3.8k 4.54
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Spdr Gold Tr Gold Shs (GLD) 0.0 $17k 94.00 178.28
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Select Sector Spdr Tr Energy (XLE) 0.0 $16k 200.00 81.17
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Tripadvisor (TRIP) 0.0 $14k 838.00 16.49
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Johnson Ctls Intl SHS (JCI) 0.0 $14k 200.00 68.14
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Sony Group Corporation Sponsored Adr (SONY) 0.0 $13k 149.00 90.04
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $13k 43.00 308.58
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Uber Technologies (UBER) 0.0 $13k -40% 300.00 43.17
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Ingevity (NGVT) 0.0 $13k 218.00 58.16
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Loews Corporation (L) 0.0 $13k -43% 212.00 59.38
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Welltower Inc Com reit (WELL) 0.0 $13k 155.00 80.89
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Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $12k 500.00 24.77
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $12k 489.00 24.63
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Carpenter Technology Corporation (CRS) 0.0 $11k 196.00 56.13
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Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $11k NEW 173.00 62.32
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Tyson Foods Cl A (TSN) 0.0 $11k NEW 210.00 51.04
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S&p Global (SPGI) 0.0 $10k 26.00 400.92
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $10k 43.00 241.35
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Icon SHS (ICLR) 0.0 $9.8k 39.00 250.21
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IDEXX Laboratories (IDXX) 0.0 $9.5k 19.00 502.26
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Progressive Corporation (PGR) 0.0 $9.4k 71.00 132.38
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Capitol Federal Financial (CFFN) 0.0 $8.4k 1.4k 6.17
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Netflix (NFLX) 0.0 $8.4k 19.00 440.53
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Coastal Finl Corp Wa Com New (CCB) 0.0 $7.8k 207.00 37.65
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CVS Caremark Corporation (CVS) 0.0 $7.7k -88% 111.00 69.14
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Ishares Tr Agency Bond Etf (AGZ) 0.0 $6.7k +6% 63.00 106.97
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Verizon Communications (VZ) 0.0 $6.2k 166.00 37.19
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Synopsys (SNPS) 0.0 $5.7k 13.00 435.46
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Booking Holdings (BKNG) 0.0 $5.4k 2.00 2700.50
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Enbridge (ENB) 0.0 $5.3k 142.00 37.15
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Virtu Finl Cl A (VIRT) 0.0 $5.2k 306.00 17.09
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3M Company (MMM) 0.0 $5.0k 50.00 100.10
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Butterfly Network Com Cl A (BFLY) 0.0 $4.6k 2.0k 2.30
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GSK Sponsored Adr (GSK) 0.0 $4.4k 124.00 35.82
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Novocure Ord Shs (NVCR) 0.0 $4.2k 100.00 41.50
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Lumen Technologies (LUMN) 0.0 $4.0k 1.8k 2.26
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Edwards Lifesciences (EW) 0.0 $4.0k 42.00 94.33
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $3.9k 251.00 15.71
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Williams Companies (WMB) 0.0 $3.7k 114.00 32.59
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Barrick Gold Corp (GOLD) 0.0 $3.4k 200.00 16.93
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Kraneshares Tr Elec Veh Futur (KARS) 0.0 $3.1k 100.00 31.21
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At&t (T) 0.0 $3.1k 194.00 15.95
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General Motors Company (GM) 0.0 $2.9k 76.00 38.43
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Fidelity National Information Services (FIS) 0.0 $2.2k 41.00 54.71
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Tree (TREE) 0.0 $1.9k -48% 85.00 22.12
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Coinbase Global Com Cl A (COIN) 0.0 $1.7k 24.00 71.58
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Spdr Ser Tr S&p Kensho Smart (HAIL) 0.0 $1.7k 50.00 33.44
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.5k 26.00 59.00
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Haleon Spon Ads (HLN) 0.0 $1.3k 156.00 8.38
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Warner Bros Discovery Com Ser A (WBD) 0.0 $1.2k 96.00 12.54
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Ishares Tr Short Treas Bd (SHV) 0.0 $884.000000 -57% 8.00 110.50
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $834.000000 -9% 10.00 83.40
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Ishares Tr Tips Bd Etf (TIP) 0.0 $754.000100 -69% 7.00 107.71
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Viatris (VTRS) 0.0 $528.998300 -13% 53.00 9.98
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $102.000000 -99% 2.00 51.00
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Garrett Motion (GTX) 0.0 $99.000200 13.00 7.62
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Ishares Tr Ibonds 23 Trm Hg (IBHC) 0.0 $24.000000 1.00 24.00
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Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.0 $0 NEW 0 0.00
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Marvell Technology (MRVL) 0.0 $0 0 0.00
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Past Filings by IMA Wealth

SEC 13F filings are viewable for IMA Wealth going back to 2011

View all past filings