Wipfli Financial Advisors Llc,
Latest statistics and disclosures from Wipfli Financial Advisors Llc,'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are IDEV, AVUS, AVEM, AVDE, AVUV, and represent 38.44% of Wipfli Financial Advisors Llc,'s stock portfolio.
- Added to shares of these 10 stocks: DFUV (+$50M), AAPL (+$28M), AVUS (+$27M), MSFT (+$18M), AVDE (+$14M), DFAE (+$13M), IJH (+$11M), AMZN (+$10M), GOOGL (+$7.8M), AVUV (+$7.0M).
- Started 2562 new stock positions in PEB, Yamana Gold, FBRT, HEI.A, IR, HUN, CHCO, LMT, CB, PSO.
- Reduced shares in these 10 stocks: DFAU (-$21M), AVEM (-$7.5M), DFAT (-$6.2M), FBND, DFIV, DISV, SCHD, ESGD, DFIC, VB.
- Sold out of its position in DFIC.
- Wipfli Financial Advisors Llc, was a net buyer of stock by $576M.
- Wipfli Financial Advisors Llc, has $1.4B in assets under management (AUM), dropping by 54.83%.
- Central Index Key (CIK): 0001830600
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Portfolio Holdings for Wipfli Financial Advisors Llc,
Wipfli Financial Advisors Llc, holds 2646 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Wipfli Financial Advisors Llc, has 2646 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wipfli Financial Advisors Llc, Sept. 30, 2022 positions
- Download the Wipfli Financial Advisors Llc, September 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Intl (IDEV) | 10.5 | $149M | +3% | 3.1M | 48.31 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 9.9 | $141M | +23% | 2.3M | 62.35 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.9 | $98M | -7% | 2.1M | 45.93 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.8 | $83M | +20% | 1.8M | 45.62 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 5.4 | $77M | +9% | 1.2M | 66.14 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 4.0 | $56M | +13% | 1.2M | 47.50 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.7 | $53M | -10% | 1.4M | 38.97 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.5 | $50M | NEW | 1.7M | 29.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $33M | +13% | 373k | 87.19 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 2.2 | $32M | -11% | 1.2M | 25.76 |
|
| Apple (AAPL) | 2.0 | $28M | +6718% | 206k | 138.20 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.5 | $22M | +139% | 1.1M | 20.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $20M | +113% | 92k | 219.26 |
|
| Microsoft Corporation (MSFT) | 1.3 | $18M | +3932% | 79k | 232.91 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $13M | +39% | 490k | 25.80 |
|
| Ishares Tr Global Reit Etf (REET) | 0.8 | $12M | +94% | 568k | 21.27 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $11M | +79% | 117k | 96.11 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $11M | -2% | 142k | 75.68 |
|
| Amazon (AMZN) | 0.7 | $10M | NEW | 90k | 113.01 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $9.2M | +40% | 425k | 21.57 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $8.6M | +87% | 165k | 51.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $7.8M | NEW | 81k | 95.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $7.7M | +360% | 22k | 358.64 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $7.4M | +59% | 77k | 96.34 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $6.7M | -2% | 121k | 55.81 |
|
| UnitedHealth (UNH) | 0.5 | $6.6M | NEW | 13k | 505.07 |
|
| Tesla Motors (TSLA) | 0.4 | $6.3M | NEW | 24k | 265.27 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $6.1M | -2% | 29k | 206.61 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $5.9M | 101k | 58.51 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $5.6M | NEW | 35k | 163.35 |
|
| Home Depot (HD) | 0.4 | $5.3M | +486% | 19k | 275.94 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $5.2M | NEW | 20k | 257.29 |
|
| Procter & Gamble Company (PG) | 0.4 | $5.1M | +638% | 41k | 126.25 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $5.0M | -9% | 75k | 66.43 |
|
| Philip Morris International (PM) | 0.3 | $5.0M | NEW | 59k | 84.24 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.8M | NEW | 46k | 104.50 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $4.7M | +3% | 210k | 22.24 |
|
| First Horizon National Corporation (FHN) | 0.3 | $4.3M | NEW | 187k | 23.05 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.3 | $4.3M | -32% | 232k | 18.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.1M | NEW | 43k | 96.16 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $4.0M | +71% | 29k | 135.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.9M | +68% | 11k | 358.11 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.3 | $3.9M | +72% | 98k | 39.82 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.3 | $3.7M | +99% | 51k | 72.57 |
|
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.3 | $3.7M | +96% | 131k | 28.08 |
|
| Visa Com Cl A (V) | 0.3 | $3.6M | NEW | 20k | 177.65 |
|
| Abbvie (ABBV) | 0.3 | $3.6M | NEW | 27k | 134.21 |
|
| Meta Platforms Cl A (META) | 0.3 | $3.6M | NEW | 18k | 198.53 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.1M | NEW | 9.7k | 323.37 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $3.1M | -87% | 122k | 25.15 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.1M | NEW | 15k | 204.77 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.0M | NEW | 6.4k | 472.31 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.9M | NEW | 96k | 30.20 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.7M | NEW | 9.6k | 284.38 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.7M | +79% | 26k | 104.90 |
|
| Pepsi (PEP) | 0.2 | $2.7M | NEW | 17k | 163.28 |
|
| Abbott Laboratories (ABT) | 0.2 | $2.7M | NEW | 28k | 96.77 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $2.6M | NEW | 21k | 121.39 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.2 | $2.6M | NEW | 95k | 27.19 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.4M | NEW | 4.8k | 507.33 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.3M | NEW | 26k | 87.31 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.2M | -12% | 13k | 170.93 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.1M | +99% | 11k | 197.30 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $2.1M | NEW | 14k | 154.80 |
|
| Danaher Corporation (DHR) | 0.1 | $2.1M | NEW | 8.0k | 258.49 |
|
| Merck & Co (MRK) | 0.1 | $2.0M | NEW | 23k | 86.66 |
|
| Pfizer (PFE) | 0.1 | $2.0M | NEW | 45k | 43.77 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $2.0M | +100% | 38k | 51.44 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $1.9M | +77% | 78k | 24.95 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.9M | NEW | 8.4k | 230.74 |
|
| Chevron Corporation (CVX) | 0.1 | $1.9M | NEW | 13k | 143.64 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.9M | NEW | 9.7k | 194.78 |
|
| Nextera Energy (NEE) | 0.1 | $1.8M | NEW | 24k | 78.42 |
|
| Coca-Cola Company (KO) | 0.1 | $1.8M | NEW | 33k | 56.37 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.8M | NEW | 14k | 129.70 |
|
| Walt Disney Company (DIS) | 0.1 | $1.8M | NEW | 19k | 94.31 |
|
| Broadcom (AVGO) | 0.1 | $1.7M | NEW | 3.9k | 444.02 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $1.7M | -69% | 39k | 44.51 |
|
| Lowe's Companies (LOW) | 0.1 | $1.6M | NEW | 8.7k | 187.79 |
|
| Deere & Company (DE) | 0.1 | $1.6M | NEW | 4.9k | 334.77 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.6M | +708% | 45k | 34.87 |
|
| Intuit (INTU) | 0.1 | $1.6M | NEW | 4.0k | 387.36 |
|
| Cisco Systems (CSCO) | 0.1 | $1.6M | NEW | 39k | 40.01 |
|
| Nike CL B (NKE) | 0.1 | $1.5M | NEW | 18k | 83.37 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | NEW | 5.5k | 275.21 |
|
| Honeywell International (HON) | 0.1 | $1.4M | NEW | 8.6k | 166.94 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | +92% | 4.3k | 329.69 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.4M | NEW | 18k | 79.00 |
|
| Norfolk Southern (NSC) | 0.1 | $1.3M | +283% | 6.4k | 209.67 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $1.3M | +38% | 71k | 18.88 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $1.3M | NEW | 57k | 22.80 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.3M | NEW | 8.0k | 161.59 |
|
| Amgen (AMGN) | 0.1 | $1.3M | NEW | 5.6k | 225.43 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.2M | +91% | 35k | 36.22 |
|
| Fiserv (FI) | 0.1 | $1.2M | NEW | 13k | 93.57 |
|
| Qualcomm (QCOM) | 0.1 | $1.2M | NEW | 11k | 112.94 |
|
| Anthem (ELV) | 0.1 | $1.2M | NEW | 2.7k | 455.40 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.2M | NEW | 23k | 51.23 |
|
| Netflix (NFLX) | 0.1 | $1.2M | NEW | 5.1k | 235.36 |
|
| salesforce (CRM) | 0.1 | $1.2M | NEW | 8.2k | 143.88 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.2M | +44% | 11k | 103.90 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | +67% | 6.2k | 188.05 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | NEW | 29k | 40.23 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | NEW | 19k | 61.07 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $1.1M | +139% | 16k | 69.85 |
|
| Paypal Holdings (PYPL) | 0.1 | $1.1M | NEW | 13k | 86.10 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | NEW | 13k | 84.24 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.1M | +64% | 29k | 38.58 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | NEW | 8.3k | 133.39 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | NEW | 2.8k | 386.29 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +220% | 22k | 48.15 |
|
| American Tower Reit (AMT) | 0.1 | $1.1M | NEW | 5.0k | 214.64 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | NEW | 36k | 29.32 |
|
| Humana (HUM) | 0.1 | $1.1M | NEW | 2.2k | 485.90 |
|
| S&p Global (SPGI) | 0.1 | $1.0M | NEW | 3.4k | 305.46 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | NEW | 14k | 71.06 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.0M | NEW | 11k | 95.36 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.0M | NEW | 25k | 40.68 |
|
| Altria (MO) | 0.1 | $998k | NEW | 24k | 41.26 |
|
| ConAgra Foods (CAG) | 0.1 | $992k | NEW | 30k | 32.62 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $984k | +11% | 4.6k | 214.01 |
|
| Metropcs Communications (TMUS) | 0.1 | $980k | NEW | 7.3k | 134.19 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $978k | NEW | 18k | 55.16 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $972k | NEW | 13k | 77.40 |
|
| Waste Management (WM) | 0.1 | $969k | NEW | 6.1k | 160.17 |
|
| Assurant (AIZ) | 0.1 | $968k | NEW | 6.7k | 145.26 |
|
| Automatic Data Processing (ADP) | 0.1 | $965k | NEW | 4.2k | 227.11 |
|
| Aon Shs Cl A (AON) | 0.1 | $955k | NEW | 3.6k | 267.88 |
|
| Cibc Cad (CM) | 0.1 | $952k | NEW | 22k | 44.37 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $944k | NEW | 15k | 62.12 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $931k | +364% | 9.1k | 102.60 |
|
| CSX Corporation (CSX) | 0.1 | $924k | NEW | 35k | 26.65 |
|
| Prologis (PLD) | 0.1 | $924k | NEW | 9.1k | 101.64 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $917k | NEW | 21k | 43.00 |
|
| Wec Energy Group (WEC) | 0.1 | $911k | NEW | 10k | 89.44 |
|
| Devon Energy Corporation (DVN) | 0.1 | $901k | NEW | 15k | 60.13 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $899k | +106% | 20k | 44.38 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $879k | NEW | 11k | 81.85 |
|
| Stryker Corporation (SYK) | 0.1 | $864k | NEW | 4.3k | 203.25 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $861k | NEW | 12k | 71.90 |
|
| Intel Corporation (INTC) | 0.1 | $860k | NEW | 33k | 25.76 |
|
| Goldman Sachs (GS) | 0.1 | $843k | NEW | 2.9k | 292.91 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $832k | +77% | 33k | 25.15 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $829k | +22% | 6.7k | 123.45 |
|
| Caterpillar (CAT) | 0.1 | $829k | NEW | 5.1k | 164.16 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $829k | NEW | 17k | 48.79 |
|
| Applied Materials (AMAT) | 0.1 | $826k | NEW | 10k | 81.91 |
|
| Nordson Corporation (NDSN) | 0.1 | $819k | +121% | 3.9k | 212.29 |
|
| Advanced Micro Devices (AMD) | 0.1 | $799k | NEW | 13k | 63.38 |
|
| Verizon Communications (VZ) | 0.1 | $796k | NEW | 21k | 37.99 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $792k | NEW | 1.7k | 470.31 |
|
| Target Corporation (TGT) | 0.1 | $792k | NEW | 5.3k | 148.31 |
|
| O'reilly Automotive (ORLY) | 0.1 | $790k | NEW | 1.1k | 703.47 |
|
| TJX Companies (TJX) | 0.1 | $785k | NEW | 13k | 62.11 |
|
| Cadence Design Systems (CDNS) | 0.1 | $778k | NEW | 4.8k | 163.51 |
|
| ConocoPhillips (COP) | 0.1 | $774k | NEW | 7.5k | 103.41 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $772k | +86% | 20k | 38.67 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $767k | NEW | 3.5k | 216.48 |
|
| Servicenow (NOW) | 0.1 | $752k | NEW | 2.0k | 377.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $746k | +170% | 2.8k | 267.67 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $745k | NEW | 2.6k | 289.66 |
|
| Ford Motor Company (F) | 0.1 | $744k | NEW | 66k | 11.21 |
|
| AutoZone (AZO) | 0.1 | $718k | NEW | 335.00 | 2143.28 |
|
| American Express Company (AXP) | 0.1 | $717k | NEW | 5.3k | 134.83 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $704k | +94% | 5.5k | 128.49 |
|
| Cigna Corp (CI) | 0.0 | $697k | NEW | 2.5k | 277.58 |
|
| Lam Research Corporation (LRCX) | 0.0 | $695k | NEW | 1.9k | 367.53 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $687k | 11k | 60.39 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $680k | +167% | 12k | 55.99 |
|
| Medtronic SHS (MDT) | 0.0 | $675k | NEW | 8.3k | 81.26 |
|
| Allstate Corporation (ALL) | 0.0 | $675k | NEW | 5.4k | 125.28 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $673k | NEW | 3.6k | 187.31 |
|
| Illinois Tool Works (ITW) | 0.0 | $660k | NEW | 3.6k | 181.57 |
|
| Synopsys (SNPS) | 0.0 | $653k | NEW | 2.1k | 305.71 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $653k | NEW | 7.0k | 92.95 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $651k | NEW | 6.5k | 99.63 |
|
| BlackRock (BLK) | 0.0 | $637k | NEW | 1.2k | 550.56 |
|
| Ameriprise Financial (AMP) | 0.0 | $633k | NEW | 2.5k | 251.99 |
|
| Analog Devices (ADI) | 0.0 | $628k | NEW | 4.5k | 139.34 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $620k | NEW | 9.0k | 69.01 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $620k | NEW | 14k | 43.51 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $617k | NEW | 4.1k | 149.29 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $613k | NEW | 2.8k | 216.07 |
|
| Linde SHS | 0.0 | $612k | NEW | 2.3k | 269.48 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $606k | +36% | 13k | 48.12 |
|
| Shell Spon Ads (SHEL) | 0.0 | $604k | NEW | 12k | 49.80 |
|
| Cme (CME) | 0.0 | $602k | NEW | 3.4k | 177.22 |
|
| Southern Company (SO) | 0.0 | $601k | NEW | 8.8k | 68.01 |
|
| Gilead Sciences (GILD) | 0.0 | $593k | NEW | 9.6k | 61.66 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $588k | NEW | 5.9k | 99.26 |
|
| Progressive Corporation (PGR) | 0.0 | $588k | NEW | 5.1k | 116.27 |
|
| Crown Castle Intl (CCI) | 0.0 | $580k | NEW | 4.0k | 144.46 |
|
| PNC Financial Services (PNC) | 0.0 | $579k | NEW | 3.9k | 149.34 |
|
| International Business Machines (IBM) | 0.0 | $578k | NEW | 4.9k | 118.73 |
|
| Zoetis Cl A (ZTS) | 0.0 | $576k | NEW | 3.9k | 148.22 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $574k | +84% | 6.2k | 92.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $570k | +6% | 2.1k | 267.10 |
|
| General Mills (GIS) | 0.0 | $568k | NEW | 7.4k | 76.59 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $568k | NEW | 10k | 54.80 |
|
| Dollar General (DG) | 0.0 | $565k | NEW | 2.4k | 239.92 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $562k | NEW | 20k | 28.06 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $560k | +54% | 3.1k | 179.54 |
|
| Kla Corp Com New (KLAC) | 0.0 | $557k | NEW | 1.8k | 302.88 |
|
| Boeing Company (BA) | 0.0 | $556k | NEW | 4.6k | 120.97 |
|
| 3M Company (MMM) | 0.0 | $556k | NEW | 5.0k | 110.47 |
|
| Fidelity National Information Services (FIS) | 0.0 | $555k | NEW | 7.3k | 75.52 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $555k | NEW | 805.00 | 689.44 |
|
| Micron Technology (MU) | 0.0 | $553k | NEW | 11k | 50.07 |
|
| American Electric Power Company (AEP) | 0.0 | $542k | NEW | 6.3k | 86.48 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $541k | NEW | 3.9k | 140.23 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $537k | NEW | 2.3k | 229.68 |
|
| Intercontinental Exchange (ICE) | 0.0 | $530k | NEW | 5.9k | 90.31 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $530k | NEW | 4.4k | 121.64 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $521k | NEW | 5.1k | 102.72 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $520k | NEW | 6.5k | 80.52 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $519k | NEW | 13k | 38.75 |
|
| Air Products & Chemicals (APD) | 0.0 | $519k | NEW | 2.2k | 234.10 |
|
| Palo Alto Networks (PANW) | 0.0 | $513k | NEW | 3.1k | 163.90 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $508k | NEW | 5.1k | 98.93 |
|
| Trane Technologies SHS (TT) | 0.0 | $506k | NEW | 3.5k | 144.82 |
|
| Xcel Energy (XEL) | 0.0 | $504k | NEW | 7.8k | 64.37 |
|
| Edwards Lifesciences (EW) | 0.0 | $500k | NEW | 6.0k | 82.66 |
|
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $493k | NEW | 7.7k | 64.16 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $490k | -17% | 11k | 44.41 |
|
| Teradyne (TER) | 0.0 | $488k | NEW | 6.5k | 75.13 |
|
| Unum (UNM) | 0.0 | $488k | NEW | 13k | 38.79 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $487k | +31% | 9.7k | 49.99 |
|
| QCR Holdings (QCRH) | 0.0 | $486k | NEW | 9.5k | 51.03 |
|
| Moody's Corporation (MCO) | 0.0 | $482k | NEW | 2.0k | 242.94 |
|
| At&t (T) | 0.0 | $481k | NEW | 31k | 15.35 |
|
| Steel Dynamics (STLD) | 0.0 | $480k | +29% | 6.7k | 71.30 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $479k | NEW | 18k | 26.09 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $475k | NEW | 4.2k | 113.53 |
|
| Hca Holdings (HCA) | 0.0 | $473k | NEW | 2.6k | 183.62 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $473k | NEW | 7.0k | 67.57 |
|
| Kroger (KR) | 0.0 | $467k | NEW | 11k | 43.78 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $467k | +108% | 2.2k | 210.46 |
|
| L3harris Technologies (LHX) | 0.0 | $465k | NEW | 2.2k | 207.68 |
|
| Diamondback Energy (FANG) | 0.0 | $458k | NEW | 3.8k | 120.46 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $456k | NEW | 2.0k | 224.85 |
|
| Becton, Dickinson and (BDX) | 0.0 | $456k | NEW | 2.0k | 222.87 |
|
| EQT Corporation (EQT) | 0.0 | $455k | NEW | 11k | 40.78 |
|
| Roper Industries (ROP) | 0.0 | $454k | NEW | 1.3k | 360.03 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $453k | NEW | 6.0k | 76.06 |
|
| Chubb (CB) | 0.0 | $450k | NEW | 2.5k | 182.48 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $448k | +87% | 3.3k | 136.13 |
|
| Autodesk (ADSK) | 0.0 | $446k | NEW | 2.4k | 186.77 |
|
| Msci (MSCI) | 0.0 | $446k | NEW | 1.1k | 421.95 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $446k | NEW | 3.4k | 130.26 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $445k | NEW | 1.1k | 401.99 |
|
Past Filings by Wipfli Financial Advisors Llc,
SEC 13F filings are viewable for Wipfli Financial Advisors Llc, going back to 2020
- Wipfli Financial Advisors Llc, 2022 Q3 filed Oct. 26, 2022
- Wipfli Financial Advisors Llc, 2022 Q2 filed July 7, 2022
- Wipfli Financial Advisors Llc, 2022 Q1 filed April 22, 2022
- Wipfli Financial Advisors Llc, 2021 Q4 filed Jan. 28, 2022
- Wipfli Financial Advisors Llc, 2021 Q3 filed Oct. 13, 2021
- Wipfli Financial Advisors Llc, 2021 Q2 filed July 29, 2021
- Wipfli Financial Advisors Llc, 2021 Q1 filed May 6, 2021
- Wipfli Financial Advisors Llc, 2020 Q4 filed Feb. 2, 2021