Wsfs Capital Management

Latest statistics and disclosures from Bryn Mawr Capital Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Wsfs Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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