Wsfs Capital Management
Latest statistics and disclosures from Bryn Mawr Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, BND, MSFT, IWY, and represent 23.04% of Bryn Mawr Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$11M), BND (+$11M), NVDA (+$9.4M), AAPL (+$6.9M), KIM, IVV, IWY, QUAL, VEA, VOT.
- Started 29 new stock positions in NDSN, BMI, EXE, MMSI, CSGP, LRCX, AZO, CAC, RJF, MTUM.
- Reduced shares in these 10 stocks: , ORCL, UNH, KHC, VYM, ETN, VIG, MSFT, VGT, JPM.
- Sold out of its positions in BIDU, BlackRock, COF, CEG, DAL, DVN, FHI, KNG, IIPR, EWN. ICLN, CRBN, Lam Research Corporation, NEP, SRVR, ROL, STR, SOLV, WMT, CPRI, FLUT, APTV, STX.
- Bryn Mawr Capital Management was a net buyer of stock by $33M.
- Bryn Mawr Capital Management has $1.9B in assets under management (AUM), dropping by 0.37%.
- Central Index Key (CIK): 0001700481
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Portfolio Holdings for Bryn Mawr Capital Management
Bryn Mawr Capital Management holds 410 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 6.4 | $119M | +6% | 475k | 250.42 |
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Ishares Tr Core S&p500 Etf (IVV) | 5.0 | $94M | +4% | 159k | 588.68 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.3 | $81M | +15% | 1.1M | 71.91 |
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Microsoft Corporation (MSFT) | 4.2 | $77M | 183k | 421.50 |
|
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.1 | $58M | +5% | 245k | 235.27 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $41M | 215k | 189.30 |
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Oracle Corporation (ORCL) | 2.1 | $38M | -6% | 230k | 166.64 |
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JPMorgan Chase & Co. (JPM) | 1.8 | $34M | -3% | 142k | 239.71 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $32M | +9% | 668k | 47.82 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $31M | 68k | 453.28 |
|
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Amazon (AMZN) | 1.6 | $30M | -2% | 138k | 219.39 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $29M | +11% | 165k | 178.08 |
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Merck & Co (MRK) | 1.3 | $24M | -2% | 243k | 99.48 |
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $24M | 476k | 50.37 |
|
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Cisco Systems (CSCO) | 1.3 | $24M | 400k | 59.20 |
|
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.2 | $23M | +9% | 90k | 253.75 |
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Home Depot (HD) | 1.1 | $21M | 53k | 388.99 |
|
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Johnson & Johnson (JNJ) | 1.0 | $19M | -2% | 129k | 144.62 |
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NVIDIA Corporation (NVDA) | 1.0 | $18M | +104% | 137k | 134.29 |
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UnitedHealth (UNH) | 0.9 | $17M | -11% | 34k | 505.87 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.9 | $17M | +7% | 301k | 56.48 |
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Johnson Ctls Intl SHS (JCI) | 0.9 | $17M | 214k | 78.93 |
|
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Danaher Corporation (DHR) | 0.9 | $17M | 73k | 229.55 |
|
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Raytheon Technologies Corp (RTX) | 0.9 | $17M | 145k | 115.72 |
|
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Meta Platforms Cl A (META) | 0.8 | $16M | +5% | 27k | 585.50 |
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International Business Machines (IBM) | 0.8 | $16M | -3% | 71k | 219.83 |
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Alphabet Cap Stk Cl C (GOOG) | 0.8 | $15M | +6% | 81k | 190.44 |
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Procter & Gamble Company (PG) | 0.8 | $15M | -7% | 92k | 167.65 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $15M | 25k | 586.08 |
|
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $15M | +4% | 27k | 538.82 |
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TJX Companies (TJX) | 0.8 | $15M | +3% | 121k | 120.81 |
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ConocoPhillips (COP) | 0.8 | $14M | 141k | 99.17 |
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Exxon Mobil Corporation (XOM) | 0.7 | $13M | -8% | 124k | 107.57 |
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McDonald's Corporation (MCD) | 0.7 | $13M | 46k | 289.89 |
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Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.7 | $13M | +10% | 168k | 79.03 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $13M | 36k | 351.79 |
|
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Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $12M | -11% | 62k | 195.83 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $12M | -12% | 93k | 127.59 |
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Chevron Corporation (CVX) | 0.6 | $12M | 82k | 144.84 |
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Abbott Laboratories (ABT) | 0.6 | $12M | 102k | 113.11 |
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Blackrock (BLK) | 0.6 | $11M | NEW | 11k | 1025.07 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $11M | +5% | 27k | 401.58 |
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Medtronic SHS (MDT) | 0.6 | $10M | -3% | 130k | 79.88 |
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Truist Financial Corp equities (TFC) | 0.5 | $10M | 229k | 43.38 |
|
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Keurig Dr Pepper (KDP) | 0.5 | $10M | 310k | 32.12 |
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Kla Corp Com New (KLAC) | 0.5 | $9.9M | 16k | 630.12 |
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Ss&c Technologies Holding (SSNC) | 0.5 | $9.9M | +2% | 130k | 75.78 |
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Pepsi (PEP) | 0.5 | $9.9M | -2% | 65k | 152.06 |
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Visa Com Cl A (V) | 0.5 | $9.7M | -3% | 31k | 316.04 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $9.6M | +15% | 60k | 161.77 |
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Mondelez Intl Cl A (MDLZ) | 0.5 | $9.5M | -2% | 159k | 59.73 |
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Vanguard World Inf Tech Etf (VGT) | 0.5 | $9.4M | -11% | 15k | 621.81 |
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Cme (CME) | 0.5 | $9.4M | -3% | 40k | 232.23 |
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Genuine Parts Company (GPC) | 0.5 | $9.2M | -5% | 79k | 116.76 |
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Phillips 66 (PSX) | 0.5 | $8.9M | 78k | 113.93 |
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Constellation Brands Cl A (STZ) | 0.5 | $8.8M | -3% | 40k | 221.00 |
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Analog Devices (ADI) | 0.4 | $8.2M | 39k | 212.46 |
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Kraft Heinz (KHC) | 0.4 | $8.2M | -20% | 266k | 30.71 |
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Jacobs Engineering Group (J) | 0.4 | $8.1M | 61k | 133.62 |
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Select Sector Spdr Tr Energy (XLE) | 0.4 | $8.1M | 95k | 85.66 |
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FirstEnergy (FE) | 0.4 | $7.9M | -4% | 198k | 39.78 |
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Evergy (EVRG) | 0.4 | $7.9M | -3% | 128k | 61.55 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $7.7M | -8% | 80k | 96.90 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $7.7M | 85k | 90.93 |
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Ishares Tr Intrm Gov Cr Etf (GVI) | 0.4 | $7.4M | 71k | 104.23 |
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Costco Wholesale Corporation (COST) | 0.4 | $7.3M | +32% | 7.9k | 916.27 |
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Mastercard Incorporated Cl A (MA) | 0.4 | $7.2M | +7% | 14k | 526.60 |
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At&t (T) | 0.4 | $7.1M | +5% | 310k | 22.77 |
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SYSCO Corporation (SYY) | 0.4 | $6.8M | 89k | 76.46 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $6.2M | 80k | 78.01 |
|
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $6.2M | -2% | 12k | 511.20 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $5.9M | +12% | 96k | 60.75 |
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Verizon Communications (VZ) | 0.3 | $5.8M | +9% | 146k | 39.99 |
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Coca-Cola Company (KO) | 0.3 | $5.8M | -12% | 93k | 62.26 |
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Dupont De Nemours (DD) | 0.3 | $5.8M | 76k | 76.25 |
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Lowe's Companies (LOW) | 0.3 | $5.7M | -4% | 23k | 246.80 |
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Vanguard World Utilities Etf (VPU) | 0.3 | $5.5M | 34k | 163.42 |
|
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $5.5M | +2% | 54k | 101.53 |
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Global Payments (GPN) | 0.3 | $5.4M | +3% | 48k | 112.06 |
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Thermo Fisher Scientific (TMO) | 0.3 | $5.2M | -9% | 10k | 520.24 |
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Zimmer Holdings (ZBH) | 0.3 | $5.2M | -5% | 49k | 105.63 |
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Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $5.1M | 47k | 108.24 |
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Broadridge Financial Solutions (BR) | 0.3 | $5.0M | 22k | 226.09 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $5.0M | -2% | 40k | 124.96 |
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Vanguard Index Fds Growth Etf (VUG) | 0.3 | $5.0M | -2% | 12k | 410.43 |
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Snap-on Incorporated (SNA) | 0.3 | $4.9M | +3% | 15k | 339.48 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.8M | -8% | 27k | 175.23 |
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Kimco Realty Corporation (KIM) | 0.3 | $4.8M | NEW | 203k | 23.43 |
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Booking Holdings (BKNG) | 0.3 | $4.7M | 951.00 | 4968.42 |
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Agilent Technologies Inc C ommon (A) | 0.2 | $4.6M | 34k | 134.34 |
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Tesla Motors (TSLA) | 0.2 | $4.5M | 11k | 403.84 |
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Honeywell International (HON) | 0.2 | $4.4M | 20k | 225.90 |
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Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.4M | 26k | 169.31 |
|
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Eli Lilly & Co. (LLY) | 0.2 | $4.3M | +15% | 5.6k | 772.03 |
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IDEXX Laboratories (IDXX) | 0.2 | $4.2M | -3% | 10k | 413.44 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.2M | -2% | 15k | 289.80 |
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Select Sector Spdr Tr Technology (XLK) | 0.2 | $4.1M | -5% | 18k | 232.52 |
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Fastenal Company (FAST) | 0.2 | $4.1M | 57k | 71.91 |
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Philip Morris International (PM) | 0.2 | $4.0M | 34k | 120.35 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $4.0M | +25% | 65k | 62.31 |
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Union Pacific Corporation (UNP) | 0.2 | $4.0M | -22% | 18k | 228.03 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.9M | +6% | 34k | 115.22 |
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Hp (HPQ) | 0.2 | $3.8M | 118k | 32.63 |
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Dominion Resources (D) | 0.2 | $3.8M | +6% | 71k | 53.86 |
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Church & Dwight (CHD) | 0.2 | $3.8M | +5% | 36k | 104.71 |
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Nutrien (NTR) | 0.2 | $3.8M | +9% | 84k | 44.75 |
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Astrazeneca Sponsored Adr (AZN) | 0.2 | $3.8M | 58k | 65.52 |
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Martin Marietta Materials (MLM) | 0.2 | $3.7M | 7.2k | 516.50 |
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Sherwin-Williams Company (SHW) | 0.2 | $3.7M | 11k | 339.92 |
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Parker-Hannifin Corporation (PH) | 0.2 | $3.6M | 5.7k | 636.03 |
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Stryker Corporation (SYK) | 0.2 | $3.6M | 10k | 360.05 |
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Goldman Sachs (GS) | 0.2 | $3.6M | -5% | 6.3k | 572.62 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $3.4M | -7% | 13k | 269.70 |
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Zoetis Cl A (ZTS) | 0.2 | $3.4M | +24% | 21k | 162.93 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $3.3M | -11% | 43k | 77.27 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.3M | 18k | 185.13 |
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Amgen (AMGN) | 0.2 | $3.2M | -3% | 12k | 260.65 |
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Walt Disney Company (DIS) | 0.2 | $3.1M | +2% | 28k | 111.35 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $3.0M | -2% | 6.8k | 444.66 |
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Ecolab (ECL) | 0.2 | $3.0M | -13% | 13k | 234.32 |
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Keysight Technologies (KEYS) | 0.2 | $3.0M | 18k | 160.63 |
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Hewlett Packard Enterprise (HPE) | 0.2 | $2.9M | -5% | 136k | 21.35 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.9M | 11k | 264.13 |
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Intel Corporation (INTC) | 0.2 | $2.8M | -2% | 140k | 20.05 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.8M | 13k | 220.97 |
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Nextera Energy (NEE) | 0.1 | $2.8M | -14% | 39k | 71.69 |
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Applied Materials (AMAT) | 0.1 | $2.7M | +23% | 17k | 162.63 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $2.7M | +3% | 29k | 92.45 |
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Nike CL B (NKE) | 0.1 | $2.7M | -22% | 36k | 75.67 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.7M | +85% | 98k | 27.32 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.7M | 8.3k | 322.16 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.6M | +8% | 33k | 80.27 |
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Bank of America Corporation (BAC) | 0.1 | $2.6M | +2% | 58k | 43.95 |
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Veralto Corp Com Shs (VLTO) | 0.1 | $2.6M | -3% | 25k | 101.85 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.5M | 49k | 51.70 |
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Cintas Corporation (CTAS) | 0.1 | $2.5M | 14k | 182.70 |
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salesforce (CRM) | 0.1 | $2.5M | +16% | 7.4k | 334.31 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.5M | -5% | 35k | 70.28 |
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Ralph Lauren Corp Cl A (RL) | 0.1 | $2.4M | 11k | 230.98 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.4M | +13% | 12k | 190.88 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $2.3M | -29% | 45k | 50.88 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $2.3M | +10% | 43k | 52.22 |
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Academy Sports & Outdoor (ASO) | 0.1 | $2.2M | 39k | 57.53 |
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Corteva (CTVA) | 0.1 | $2.2M | 39k | 56.96 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.2M | -4% | 19k | 115.55 |
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Altria (MO) | 0.1 | $2.2M | 41k | 52.29 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.2M | 13k | 172.42 |
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Public Service Enterprise (PEG) | 0.1 | $2.1M | 25k | 84.49 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.0M | +10% | 33k | 61.34 |
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Becton, Dickinson and (BDX) | 0.1 | $2.0M | +25% | 8.9k | 226.87 |
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Wheaton Precious Metals Corp (WPM) | 0.1 | $2.0M | 36k | 56.24 |
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Ross Stores (ROST) | 0.1 | $2.0M | -7% | 13k | 151.27 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.0M | +200% | 85k | 23.18 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.9M | +8% | 44k | 44.04 |
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Kirby Corporation (KEX) | 0.1 | $1.9M | 18k | 105.80 |
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Pfizer (PFE) | 0.1 | $1.9M | -14% | 72k | 26.53 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $1.9M | +5% | 18k | 106.55 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.9M | 14k | 137.57 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.9M | 13k | 145.35 |
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Verisk Analytics (VRSK) | 0.1 | $1.9M | -2% | 6.8k | 275.43 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.9M | -6% | 25k | 75.61 |
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Colgate-Palmolive Company (CL) | 0.1 | $1.9M | +91% | 20k | 90.91 |
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Netflix (NFLX) | 0.1 | $1.8M | 2.1k | 891.32 |
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Texas Instruments Incorporated (TXN) | 0.1 | $1.8M | 9.8k | 187.52 |
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American Express Company (AXP) | 0.1 | $1.8M | -3% | 6.2k | 296.79 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.8M | 17k | 105.48 |
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Emerson Electric (EMR) | 0.1 | $1.8M | 14k | 123.93 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.8M | 36k | 50.13 |
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Enterprise Products Partners (EPD) | 0.1 | $1.7M | 54k | 31.36 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.6M | 7.2k | 224.35 |
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Chart Industries (GTLS) | 0.1 | $1.6M | -4% | 8.4k | 190.84 |
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Servicenow (NOW) | 0.1 | $1.6M | -21% | 1.5k | 1060.12 |
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3M Company (MMM) | 0.1 | $1.5M | -20% | 12k | 129.09 |
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Broadcom (AVGO) | 0.1 | $1.5M | +8% | 6.6k | 231.84 |
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Linde SHS (LIN) | 0.1 | $1.5M | -37% | 3.6k | 418.61 |
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Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $1.5M | -6% | 21k | 70.55 |
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Illinois Tool Works (ITW) | 0.1 | $1.5M | 5.9k | 253.58 |
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Clearway Energy CL C (CWEN) | 0.1 | $1.5M | NEW | 56k | 26.00 |
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Marsh & McLennan Companies (MMC) | 0.1 | $1.5M | -5% | 6.8k | 212.42 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.4M | 8.8k | 164.17 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.4M | +13% | 25k | 58.00 |
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Alcon Ord Shs (ALC) | 0.1 | $1.4M | -12% | 17k | 84.89 |
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Roper Industries (ROP) | 0.1 | $1.4M | 2.7k | 519.85 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.4M | +247% | 17k | 80.93 |
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Shopify Cl A (SHOP) | 0.1 | $1.4M | 13k | 106.33 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 680920.00 |
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Chesapeake Energy Corp (EXE) | 0.1 | $1.3M | NEW | 13k | 99.55 |
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Ford Motor Company (F) | 0.1 | $1.3M | -9% | 134k | 9.90 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | -7% | 5.4k | 240.28 |
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Abbvie (ABBV) | 0.1 | $1.3M | +4% | 7.2k | 177.69 |
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Novartis Sponsored Adr (NVS) | 0.1 | $1.3M | 13k | 97.31 |
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Cullen/Frost Bankers (CFR) | 0.1 | $1.3M | 9.3k | 134.25 |
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Amentum Holdings (AMTM) | 0.1 | $1.3M | +34% | 60k | 21.03 |
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McKesson Corporation (MCK) | 0.1 | $1.2M | 2.1k | 569.91 |
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Discover Financial Services (DFS) | 0.1 | $1.2M | 7.0k | 173.23 |
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Nasdaq Omx (NDAQ) | 0.1 | $1.2M | -4% | 16k | 77.31 |
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Selectquote Ord (SLQT) | 0.1 | $1.2M | 323k | 3.72 |
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.2M | +27% | 39k | 30.99 |
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Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.2M | -2% | 8.9k | 131.76 |
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $1.2M | 31k | 37.42 |
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Kinder Morgan (KMI) | 0.1 | $1.1M | -23% | 41k | 27.40 |
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Chubb (CB) | 0.1 | $1.1M | +3% | 4.1k | 276.30 |
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AmerisourceBergen (COR) | 0.1 | $1.1M | -16% | 5.0k | 224.68 |
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EOG Resources (EOG) | 0.1 | $1.1M | +24% | 9.1k | 122.59 |
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Ishares Tr Gov/cred Bd Etf (GBF) | 0.1 | $1.1M | -3% | 11k | 102.22 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | 23k | 48.33 |
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Schlumberger Com Stk (SLB) | 0.1 | $1.1M | -12% | 29k | 38.34 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | +48% | 2.1k | 521.87 |
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Nucor Corporation (NUE) | 0.1 | $1.1M | +2% | 9.2k | 116.71 |
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Us Bancorp Del Com New (USB) | 0.1 | $1.1M | -6% | 23k | 47.83 |
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Automatic Data Processing (ADP) | 0.1 | $1.1M | 3.7k | 292.76 |
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Air Products & Chemicals (APD) | 0.1 | $1.1M | 3.7k | 290.04 |
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Hershey Company (HSY) | 0.1 | $1.1M | -10% | 6.3k | 169.36 |
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W.W. Grainger (GWW) | 0.1 | $1.0M | -21% | 986.00 | 1053.52 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | 2.1k | 485.94 |
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Starbucks Corporation (SBUX) | 0.1 | $1.0M | 11k | 91.25 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | -4% | 4.2k | 242.13 |
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Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.0M | 3.6k | 283.85 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $991k | -8% | 17k | 57.53 |
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Old Dominion Freight Line (ODFL) | 0.1 | $988k | 5.6k | 176.40 |
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Msci (MSCI) | 0.1 | $986k | 1.6k | 600.01 |
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Kellogg Company (K) | 0.1 | $974k | 12k | 80.97 |
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Ge Aerospace Com New (GE) | 0.1 | $971k | -26% | 5.8k | 166.79 |
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Lam Research Corp Com New (LRCX) | 0.1 | $964k | NEW | 13k | 72.23 |
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Republic Services (RSG) | 0.1 | $952k | 4.7k | 201.18 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $938k | 12k | 78.61 |
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Airbnb Com Cl A (ABNB) | 0.0 | $922k | -3% | 7.0k | 131.41 |
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Dow (DOW) | 0.0 | $914k | -8% | 23k | 40.13 |
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Draftkings Com Cl A (DKNG) | 0.0 | $874k | NEW | 24k | 37.20 |
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First Solar (FSLR) | 0.0 | $859k | -18% | 4.9k | 176.24 |
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Workday Cl A (WDAY) | 0.0 | $850k | -2% | 3.3k | 258.03 |
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S&p Global (SPGI) | 0.0 | $845k | +12% | 1.7k | 498.03 |
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Intuit (INTU) | 0.0 | $835k | -18% | 1.3k | 628.55 |
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Anthem (ELV) | 0.0 | $827k | 2.2k | 368.90 |
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Ametek (AME) | 0.0 | $812k | 4.5k | 180.26 |
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Marriott Intl Cl A (MAR) | 0.0 | $812k | 2.9k | 278.94 |
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PPG Industries (PPG) | 0.0 | $811k | -8% | 6.8k | 119.45 |
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Schwab Strategic Tr Long Term Us (SCHQ) | 0.0 | $809k | -15% | 26k | 31.43 |
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Corning Incorporated (GLW) | 0.0 | $804k | 17k | 47.52 |
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Microchip Technology (MCHP) | 0.0 | $803k | -11% | 14k | 57.35 |
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Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $802k | +7% | 44k | 18.22 |
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Southern Company (SO) | 0.0 | $799k | 9.7k | 82.32 |
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Citigroup Com New (C) | 0.0 | $799k | 11k | 70.39 |
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Amphenol Corp Cl A (APH) | 0.0 | $793k | 11k | 69.45 |
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Crown Castle Intl (CCI) | 0.0 | $787k | +2% | 8.7k | 90.76 |
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Allstate Corporation (ALL) | 0.0 | $771k | 4.0k | 192.79 |
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Mccormick & Co Com Non Vtg (MKC) | 0.0 | $750k | +35% | 9.8k | 76.24 |
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Akamai Technologies (AKAM) | 0.0 | $742k | -4% | 7.8k | 95.65 |
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Service Corporation International (SCI) | 0.0 | $738k | -7% | 9.2k | 79.82 |
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Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $731k | -16% | 32k | 23.12 |
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Novo-nordisk A S Adr (NVO) | 0.0 | $724k | 8.4k | 86.02 |
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Palantir Technologies Cl A (PLTR) | 0.0 | $719k | 9.5k | 75.63 |
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Prudential Financial (PRU) | 0.0 | $714k | +4% | 6.0k | 118.52 |
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Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $703k | 7.9k | 88.64 |
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Caterpillar (CAT) | 0.0 | $702k | 1.9k | 362.76 |
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Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $701k | +3% | 9.2k | 76.45 |
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Target Corporation (TGT) | 0.0 | $691k | -5% | 5.1k | 135.17 |
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State Street Corporation (STT) | 0.0 | $655k | -38% | 6.7k | 98.15 |
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Campbell Soup Company (CPB) | 0.0 | $654k | -29% | 16k | 41.88 |
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Norfolk Southern (NSC) | 0.0 | $647k | +32% | 2.8k | 234.70 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $644k | -4% | 6.6k | 96.83 |
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Skyworks Solutions (SWKS) | 0.0 | $640k | -3% | 7.2k | 88.67 |
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United Parcel Service CL B (UPS) | 0.0 | $632k | -25% | 5.0k | 126.11 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $628k | 3.2k | 198.21 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $628k | -4% | 1.4k | 434.93 |
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Boeing Company (BA) | 0.0 | $626k | 3.5k | 177.00 |
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Advanced Micro Devices (AMD) | 0.0 | $626k | -24% | 5.2k | 120.79 |
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Vanguard World Comm Srvc Etf (VOX) | 0.0 | $599k | 3.9k | 154.96 |
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AutoZone (AZO) | 0.0 | $583k | NEW | 182.00 | 3202.00 |
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Ishares Gold Tr Ishares New (IAU) | 0.0 | $574k | 12k | 49.51 |
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W.R. Berkley Corporation (WRB) | 0.0 | $573k | NEW | 9.8k | 58.52 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $563k | 20k | 28.15 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $559k | +198% | 6.4k | 87.33 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $553k | 7.2k | 76.83 |
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DaVita (DVA) | 0.0 | $523k | 3.5k | 149.55 |
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $523k | 7.8k | 67.03 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $518k | 8.8k | 58.93 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $509k | +10% | 6.2k | 81.98 |
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First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $504k | 4.9k | 102.06 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $502k | 3.9k | 128.62 |
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Paycom Software (PAYC) | 0.0 | $500k | 2.4k | 204.97 |
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $492k | 5.7k | 85.84 |
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Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $490k | 7.7k | 63.75 |
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Ge Vernova (GEV) | 0.0 | $479k | 1.5k | 328.93 |
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Labcorp Holdings Com Shs (LH) | 0.0 | $475k | +109% | 2.1k | 229.32 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $464k | +9% | 8.0k | 58.18 |
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Fidelity National Information Services (FIS) | 0.0 | $461k | 5.7k | 80.77 |
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Cadence Design Systems (CDNS) | 0.0 | $449k | 1.5k | 300.46 |
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Nutanix Cl A (NTNX) | 0.0 | $447k | 7.3k | 61.18 |
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Eaton Corp SHS (ETN) | 0.0 | $445k | -78% | 1.3k | 331.87 |
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Clorox Company (CLX) | 0.0 | $440k | +7% | 2.7k | 162.40 |
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Omni (OMC) | 0.0 | $430k | 5.0k | 86.04 |
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Bristol Myers Squibb (BMY) | 0.0 | $429k | +4% | 7.6k | 56.56 |
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Ishares Tr New York Mun Etf (NYF) | 0.0 | $424k | 8.0k | 53.22 |
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Southern Copper Corporation (SCCO) | 0.0 | $424k | 4.6k | 91.13 |
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Proshares Tr Ultra Fncls New (UYG) | 0.0 | $423k | -6% | 5.0k | 85.46 |
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PNC Financial Services (PNC) | 0.0 | $423k | +2% | 2.2k | 192.85 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $422k | 7.3k | 57.45 |
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Gartner (IT) | 0.0 | $414k | -33% | 854.00 | 484.47 |
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Citizens Financial Services (CZFS) | 0.0 | $413k | 6.5k | 63.31 |
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FedEx Corporation (FDX) | 0.0 | $411k | 1.5k | 281.28 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $409k | +128% | 16k | 26.07 |
|
Wabtec Corporation (WAB) | 0.0 | $408k | -3% | 2.2k | 189.62 |
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Ishares Tr Eafe Value Etf (EFV) | 0.0 | $408k | -17% | 7.8k | 52.47 |
|
Travelers Companies (TRV) | 0.0 | $408k | +7% | 1.7k | 240.89 |
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Vanguard World Consum Stp Etf (VDC) | 0.0 | $406k | -5% | 1.9k | 211.34 |
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CoStar (CSGP) | 0.0 | $399k | NEW | 5.6k | 71.59 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $396k | 5.2k | 75.69 |
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Steris Shs Usd (STE) | 0.0 | $396k | +129% | 1.9k | 205.56 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $393k | -18% | 11k | 37.53 |
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Flexshares Tr Intl Qltdv Idx (IQDF) | 0.0 | $387k | 17k | 23.27 |
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Deere & Company (DE) | 0.0 | $380k | -2% | 898.00 | 423.59 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $380k | NEW | 1.4k | 280.06 |
|
Aptiv Com Shs | 0.0 | $379k | NEW | 6.3k | 60.48 |
|
D.R. Horton (DHI) | 0.0 | $379k | 2.7k | 139.82 |
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Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $378k | 15k | 24.92 |
|
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American Water Works (AWK) | 0.0 | $373k | NEW | 3.0k | 124.49 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $371k | 2.8k | 131.29 |
|
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Shell Spon Ads (SHEL) | 0.0 | $370k | +3% | 5.9k | 62.65 |
|
Maximus (MMS) | 0.0 | $369k | +129% | 4.9k | 74.65 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $367k | 4.0k | 92.59 |
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Etf Ser Solutions Defiance Connect (SIXG) | 0.0 | $364k | -25% | 7.6k | 47.65 |
|
Trane Technologies SHS (TT) | 0.0 | $361k | 978.00 | 369.44 |
|
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Paychex (PAYX) | 0.0 | $357k | NEW | 2.5k | 140.22 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $356k | NEW | 4.8k | 74.01 |
|
Valero Energy Corporation (VLO) | 0.0 | $356k | -26% | 2.9k | 122.58 |
|
F5 Networks (FFIV) | 0.0 | $350k | 1.4k | 251.47 |
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Chemours (CC) | 0.0 | $349k | -21% | 21k | 16.90 |
|
Equifax (EFX) | 0.0 | $348k | -2% | 1.4k | 254.85 |
|
Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $348k | -3% | 2.1k | 165.85 |
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Trimble Navigation (TRMB) | 0.0 | $346k | 4.9k | 70.66 |
|
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Carrier Global Corporation (CARR) | 0.0 | $342k | -6% | 5.0k | 68.26 |
|
Charles River Laboratories (CRL) | 0.0 | $334k | 1.8k | 184.60 |
|
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Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $332k | 15k | 21.90 |
|
|
Incyte Corporation (INCY) | 0.0 | $331k | -9% | 4.8k | 69.07 |
|
Unilever Spon Adr New (UL) | 0.0 | $329k | -33% | 5.8k | 56.70 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $328k | 2.5k | 129.34 |
|
|
Qualcomm (QCOM) | 0.0 | $325k | 2.1k | 153.65 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $322k | -34% | 565.00 | 569.58 |
|
Caci Intl Cl A (CACI) | 0.0 | $322k | +89% | 796.00 | 404.06 |
|
Garmin SHS (GRMN) | 0.0 | $319k | 1.5k | 206.26 |
|
|
Wec Energy Group (WEC) | 0.0 | $318k | 3.4k | 94.05 |
|
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CMS Energy Corporation (CMS) | 0.0 | $317k | 4.8k | 66.65 |
|
|
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $314k | -11% | 14k | 22.48 |
|
Diamondback Energy (FANG) | 0.0 | $311k | -4% | 1.9k | 163.83 |
|
Vanguard World Materials Etf (VAW) | 0.0 | $309k | -15% | 1.6k | 187.89 |
|
Vanguard World Consum Dis Etf (VCR) | 0.0 | $308k | -2% | 819.00 | 375.48 |
|
Baxter International (BAX) | 0.0 | $303k | -10% | 10k | 29.16 |
|
Icici Bank Adr (IBN) | 0.0 | $301k | 10k | 29.86 |
|
|
Paypal Holdings (PYPL) | 0.0 | $293k | 3.4k | 85.35 |
|
|
Waste Management (WM) | 0.0 | $291k | -7% | 1.4k | 201.78 |
|
Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $290k | 13k | 22.00 |
|
|
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $287k | +53% | 11k | 27.38 |
|
Ameriprise Financial (AMP) | 0.0 | $278k | 522.00 | 532.80 |
|
|
CarMax (KMX) | 0.0 | $278k | 3.4k | 81.76 |
|
|
Loews Corporation (L) | 0.0 | $274k | +2% | 3.2k | 84.69 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $272k | 6.7k | 40.41 |
|
|
Wells Fargo & Company (WFC) | 0.0 | $271k | +8% | 3.9k | 70.24 |
|
Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $271k | NEW | 2.3k | 117.50 |
|
Wk Kellogg Com Shs (KLG) | 0.0 | $270k | 15k | 17.99 |
|