Appleton Partners

Appleton Partners as of Dec. 31, 2021

Portfolio Holdings for Appleton Partners

Appleton Partners holds 310 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 6.6 $87M 492k 177.57
Goldman Sachs Activebeta U.s. Etf (GSLC) 3.4 $46M 478k 95.14
Microsoft Corp CS (MSFT) 3.1 $42M 124k 336.32
Home Depot Inc/the CS (HD) 2.7 $35M 85k 415.01
Schwab Us Large-cap Etf Etf (SCHX) 2.6 $35M 308k 113.82
Amazon.com CS (AMZN) 2.6 $35M 10k 3334.36
Thermo Fisher Scientific CS (TMO) 2.5 $33M 49k 667.25
Jpmorgan Ultra-short Income Et Etf (JPST) 2.4 $32M 635k 50.48
Jpmorgan Chase & Co CS (JPM) 2.0 $27M 170k 158.35
Visa CS (V) 1.9 $26M 118k 216.71
Zoetis CS (ZTS) 1.8 $24M 98k 244.03
Alphabet CS (GOOG) 1.7 $23M 8.0k 2893.67
Intuit CS (INTU) 1.7 $22M 35k 643.24
American Tower Corp CS (AMT) 1.4 $19M 63k 292.50
Bank Of America Corp CS (BAC) 1.4 $18M 407k 44.49
Sherwin-williams Co/the CS (SHW) 1.2 $17M 47k 352.15
Intercontinental Exchange CS (ICE) 1.2 $16M 116k 136.77
Adobe CS (ADBE) 1.2 $16M 28k 567.06
Goldman Sachs Activebeta Inter Etf (GSIE) 1.2 $16M 444k 35.27
Schwab International Equity Et Etf (SCHF) 1.2 $15M 394k 38.87
Spdr S&p 500 Etf Trust Etf (SPY) 1.1 $15M 31k 474.94
Costco Wholesale Corp CS (COST) 1.1 $15M 26k 567.72
Unitedhealth Group CS (UNH) 1.1 $14M 28k 502.12
Svb Financial Group CS (SIVBQ) 1.0 $13M 20k 678.22
Jpmorgan Ultra-short Municipal Etf (JMST) 1.0 $13M 251k 51.06
Procter & Gamble Co/the CS (PG) 0.9 $12M 75k 163.58
Pepsico CS (PEP) 0.9 $12M 70k 173.71
Spdr Bloomberg Investment Grad Etf (FLRN) 0.9 $12M 389k 30.59
Walt Disney Co/the CS (DIS) 0.9 $12M 77k 154.90
Brookfield Asset Management In CS 0.9 $12M 192k 60.38
Estee Lauder Cos Inc/the CS (EL) 0.9 $11M 31k 370.21
Lockheed Martin Corp CS (LMT) 0.8 $11M 31k 355.40
Xylem CS (XYL) 0.8 $11M 92k 119.92
Accenture CS (ACN) 0.8 $11M 26k 414.56
Johnson & Johnson CS (JNJ) 0.8 $11M 62k 171.08
Broadcom CS (AVGO) 0.8 $11M 16k 665.43
Alphabet CS (GOOGL) 0.8 $10M 3.6k 2896.98
Dr Horton CS (DHI) 0.8 $10M 96k 108.45
Ishares Core Msci Emerging Mar Etf (IEMG) 0.7 $9.7M 161k 59.86
Ishares Biotechnology Etf CS (IBB) 0.7 $9.5M 62k 152.62
Raytheon Technologies Corp CS (RTX) 0.7 $9.4M 110k 86.06
Morgan Stanley CS (MS) 0.7 $9.4M 96k 98.16
Schwab Us Small-cap Etf Etf (SCHA) 0.7 $9.3M 91k 102.40
Taiwan Semiconductor Manufactu CS (TSM) 0.7 $9.3M 77k 120.31
Roper Technologies CS (ROP) 0.7 $9.1M 18k 491.86
Palo Alto Networks CS (PANW) 0.7 $8.8M 16k 556.76
Paypal Holdings CS (PYPL) 0.7 $8.8M 47k 188.59
Republic Services CS (RSG) 0.6 $8.4M 61k 139.44
Jpmorgan Diversified Return Us Etf (JPME) 0.6 $8.2M 86k 95.40
Medtronic CS (MDT) 0.6 $8.1M 79k 103.45
Alexandria Real Estate Equitie CS (ARE) 0.6 $8.1M 36k 222.95
Zebra Technologies Corp CS (ZBRA) 0.6 $7.5M 13k 595.23
Equinix CS (EQIX) 0.6 $7.4M 8.7k 845.84
Jpmorgan Diversified Return Us Etf (JPSE) 0.5 $7.2M 156k 45.97
Ecolab CS (ECL) 0.5 $7.0M 30k 234.60
Vulcan Materials CS (VMC) 0.5 $6.9M 33k 207.59
Tjx Cos Inc/the CS (TJX) 0.5 $6.7M 88k 75.92
Spdr Portfolio Intermediate Te Etf (SPIB) 0.5 $6.3M 175k 36.15
Abbvie CS (ABBV) 0.5 $6.2M 46k 135.41
Amgen CS (AMGN) 0.5 $6.2M 28k 224.96
Danaher Corp CS (DHR) 0.5 $6.2M 19k 329.01
Ishares Russell 2000 Etf Etf (IWM) 0.5 $6.2M 28k 222.46
Netflix CS (NFLX) 0.5 $6.1M 10k 602.44
Invesco Financial Preferred Et Etf (PGF) 0.4 $6.0M 317k 18.82
Mcdonald's Corp CS (MCD) 0.4 $5.9M 22k 268.09
Spdr Portfolio Aggregate Bond Etf (SPAB) 0.4 $5.8M 196k 29.62
Edwards Lifesciences Corp CS (EW) 0.4 $5.8M 45k 129.55
Stryker Corp CS (SYK) 0.4 $5.7M 21k 267.44
Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.4 $5.6M 34k 165.50
Monster Beverage Corp CS (MNST) 0.4 $5.4M 57k 96.03
Broadridge Financial Solutions CS (BR) 0.4 $5.3M 29k 182.82
Ishares Core International Agg Etf (IAGG) 0.4 $5.1M 94k 54.53
Etfmg Prime Cyber Security Etf CS 0.4 $5.1M 83k 61.45
Spdr Msci Emerging Markets Str Etf (QEMM) 0.4 $5.1M 75k 67.62
Iqvia Holdings CS (IQV) 0.4 $4.9M 18k 282.13
Constellation Brands CS (STZ) 0.4 $4.9M 19k 250.99
Energy Select Sector Spdr Fund CS (XLE) 0.4 $4.8M 87k 55.50
Goldman Sachs Group Inc/the CS (GS) 0.4 $4.8M 13k 382.51
Verizon Communications CS (VZ) 0.4 $4.8M 92k 51.96
Watsco CS (WSO) 0.3 $4.4M 14k 312.90
Cisco Systems Inc/delaware CS (CSCO) 0.3 $4.3M 68k 63.37
First Trust Nasdaq Cybersecuri CS (CIBR) 0.3 $4.2M 79k 52.79
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $4.0M 77k 52.68
Berkshire Hathaway CS (BRK.B) 0.3 $4.0M 13k 299.02
Crown Castle International Cor CS (CCI) 0.3 $3.9M 19k 208.72
Verisign CS (VRSN) 0.3 $3.7M 15k 253.82
Cme Group CS (CME) 0.3 $3.6M 16k 228.44
Meta Platforms CS (META) 0.3 $3.6M 11k 336.38
First Trust North American Ene Etf (EMLP) 0.3 $3.6M 145k 24.96
Graniteshares Bloomberg Commod Etf (COMB) 0.3 $3.4M 131k 25.65
Walmart CS (WMT) 0.2 $3.2M 22k 144.68
Global X Video Games & Esports CS (HERO) 0.2 $3.2M 113k 28.23
Merck & Co CS (MRK) 0.2 $3.2M 41k 76.64
Northrop Grumman Corp CS (NOC) 0.2 $3.1M 7.9k 387.07
Abbott Laboratories CS (ABT) 0.2 $3.0M 21k 140.75
At&t CS (T) 0.2 $2.9M 118k 24.60
Exxon Mobil Corp CS (XOM) 0.2 $2.9M 47k 61.19
Utilities Select Sector Spdr F Etf (XLU) 0.2 $2.8M 40k 71.59
Shopify CS (SHOP) 0.2 $2.8M 2.0k 1377.32
Spdr Bloomberg High Yield Bond Etf (JNK) 0.2 $2.8M 26k 108.58
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.8M 11k 254.76
Charles Schwab Corp/the CS (SCHW) 0.2 $2.7M 32k 84.11
Paychex CS (PAYX) 0.2 $2.6M 19k 136.48
Lamar Advertising CS (LAMR) 0.2 $2.6M 22k 121.29
Electronic Arts CS (EA) 0.2 $2.5M 19k 131.92
Vanguard Ftse Developed Market Etf (VEA) 0.2 $2.5M 49k 51.05
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.5M 32k 78.68
Invesco Senior Loan Etf Etf (BKLN) 0.2 $2.5M 112k 22.10
Te Connectivity CS (TEL) 0.2 $2.5M 15k 161.35
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $2.4M 29k 83.02
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.4M 5.0k 477.03
T-mobile Us CS (TMUS) 0.2 $2.4M 21k 115.97
Waste Connections CS (WCN) 0.2 $2.3M 17k 136.24
Union Pacific Corp CS (UNP) 0.2 $2.3M 9.2k 251.95
Baxter International CS (BAX) 0.2 $2.1M 25k 85.83
Mondelez International CS (MDLZ) 0.2 $2.1M 32k 66.30
Workday CS (WDAY) 0.2 $2.1M 7.5k 273.20
Nxp Semiconductors Nv CS (NXPI) 0.2 $2.0M 9.0k 227.82
Booking Holdings CS (BKNG) 0.2 $2.0M 833.00 2399.76
Blackstone CS (BX) 0.2 $2.0M 15k 129.40
Albemarle Corp CS (ALB) 0.1 $2.0M 8.5k 233.79
Nvidia Corp CS (NVDA) 0.1 $1.9M 6.6k 294.20
Chipotle Mexican Grill CS (CMG) 0.1 $1.9M 1.1k 1748.63
Mastercard CS (MA) 0.1 $1.9M 5.3k 359.24
Indexiq Etf Trust - Iq Hedge M Etf (QAI) 0.1 $1.9M 60k 31.79
Automatic Data Processing CS (ADP) 0.1 $1.8M 7.4k 246.54
Eli Lilly & Co CS (LLY) 0.1 $1.8M 6.6k 276.22
Airbnb CS (ABNB) 0.1 $1.8M 11k 166.45
Intel Corp CS (INTC) 0.1 $1.8M 35k 51.50
Sysco Corp CS (SYY) 0.1 $1.8M 22k 78.54
Westinghouse Air Brake Technol CS (WAB) 0.1 $1.7M 19k 92.09
Scotts Miracle-gro Co/the CS (SMG) 0.1 $1.7M 11k 161.02
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.7M 28k 61.28
Starbucks Corp CS (SBUX) 0.1 $1.7M 14k 116.94
Csx Corp CS (CSX) 0.1 $1.6M 43k 37.59
Twitter CS 0.1 $1.6M 38k 43.21
Tesla CS (TSLA) 0.1 $1.6M 1.5k 1056.54
Spdr S&p Oil & Gas Exploration CS (XOP) 0.1 $1.6M 16k 95.89
Vertex Pharmaceuticals CS (VRTX) 0.1 $1.6M 7.1k 219.57
Vanguard Communication Service Etf (VOX) 0.1 $1.6M 12k 135.52
Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $1.5M 31k 49.47
Activision Blizzard CS 0.1 $1.5M 23k 66.55
Cf Industries Holdings CS (CF) 0.1 $1.5M 21k 70.76
Pfizer CS (PFE) 0.1 $1.4M 24k 59.06
Dow CS (DOW) 0.1 $1.4M 25k 56.74
Autodesk CS (ADSK) 0.1 $1.4M 4.8k 281.11
Coca-cola Co/the CS (KO) 0.1 $1.3M 23k 59.23
3M CS (MMM) 0.1 $1.3M 7.3k 177.69
Ishares Core U.s. Aggregate Bo Etf (AGG) 0.1 $1.3M 11k 114.08
Domino's Pizza CS (DPZ) 0.1 $1.3M 2.3k 564.27
Nextera Energy CS (NEE) 0.1 $1.2M 13k 93.34
Northern Trust Corp CS (NTRS) 0.1 $1.2M 10k 119.65
Citigroup CS (C) 0.1 $1.2M 20k 60.37
S&p Global CS (SPGI) 0.1 $1.2M 2.5k 472.03
Texas Instruments CS (TXN) 0.1 $1.2M 6.2k 188.39
Catalent CS (CTLT) 0.1 $1.2M 9.1k 128.00
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $1.1M 3.7k 305.57
Technology Select Sector Spdr Etf (XLK) 0.1 $1.1M 6.4k 173.87
Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $1.1M 2.8k 397.84
International Business Machine CS (IBM) 0.1 $1.1M 8.1k 133.67
Illumina CS (ILMN) 0.1 $1.1M 2.8k 380.53
Wells Fargo & Co CS (WFC) 0.1 $1.0M 22k 47.96
Ishares Msci Emerging Markets Etf (EEM) 0.1 $1.0M 21k 48.86
Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.1 $1.0M 13k 76.75
Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $981k 3.3k 293.01
Ebay CS (EBAY) 0.1 $968k 15k 66.48
Federated Hermes CS (FHI) 0.1 $966k 26k 37.59
Illinois Tool Works CS (ITW) 0.1 $923k 3.7k 246.73
Spdr S&p Dividend Etf Etf (SDY) 0.1 $909k 7.0k 129.06
Target Corp CS (TGT) 0.1 $904k 3.9k 231.50
Lowe's Cos CS (LOW) 0.1 $889k 3.4k 258.58
Colgate-palmolive CS (CL) 0.1 $889k 10k 85.31
Amphenol Corp CS (APH) 0.1 $867k 9.9k 87.45
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $855k 3.0k 283.02
Archer-daniels-midland CS (ADM) 0.1 $854k 13k 67.58
Applied Materials CS (AMAT) 0.1 $821k 5.2k 157.31
Rivian Automotive CS (RIVN) 0.1 $818k 7.9k 103.74
Valero Energy Corp CS (VLO) 0.1 $805k 11k 75.08
Ishares Russell Mid-cap Growth Etf (IWP) 0.1 $792k 6.9k 115.23
Us Diversified Real Estate Etf Etf (PPTY) 0.1 $774k 20k 39.49
Deere & Co CS (DE) 0.1 $743k 2.2k 342.87
Vanguard High Dividend Yield E Etf (VYM) 0.1 $731k 6.5k 112.13
Oracle Corp CS (ORCL) 0.1 $728k 8.3k 87.24
Spdr Gold Shares Etf (GLD) 0.1 $711k 4.2k 171.00
Eog Resources CS (EOG) 0.1 $710k 8.0k 88.81
Americold Realty Trust CS (COLD) 0.1 $707k 22k 32.78
Honeywell International CS (HON) 0.1 $701k 3.4k 208.57
Chevron Corp CS (CVX) 0.1 $695k 5.9k 117.30
Waste Management CS (WM) 0.1 $684k 4.1k 166.95
Gilead Sciences CS (GILD) 0.1 $679k 9.4k 72.56
Schwab Fundamental Internation Etf (FNDF) 0.1 $675k 21k 32.50
Nike CS (NKE) 0.1 $671k 4.0k 166.71
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $668k 1.3k 517.83
Jpmorgan Diversified Return In Etf (JPIN) 0.1 $665k 11k 59.14
Vanguard Esg Us Stock Etf Etf (ESGV) 0.0 $664k 7.6k 87.95
Fiserv CS (FI) 0.0 $650k 6.3k 103.77
Invitation Homes CS (INVH) 0.0 $642k 14k 45.35
Vanguard Total Stock Market Et Etf (VTI) 0.0 $635k 2.6k 241.44
Air Products And Chemicals CS (APD) 0.0 $633k 2.1k 304.33
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $630k 3.8k 165.92
First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $609k 9.0k 67.99
Bristol-myers Squibb CS (BMY) 0.0 $608k 9.8k 62.31
Vanguard Growth Etf Etf (VUG) 0.0 $607k 1.9k 320.99
Schwab Fundamental U.s. Large Etf (FNDX) 0.0 $598k 10k 58.64
Linde CS 0.0 $591k 1.7k 346.63
Vanguard Dividend Appreciation Etf (VIG) 0.0 $586k 3.4k 171.75
Comcast Corp CS (CMCSA) 0.0 $585k 12k 50.33
Regeneron Pharmaceuticals CS (REGN) 0.0 $582k 921.00 631.92
Ishares Trust Ishares Esg Awar Etf (ESGD) 0.0 $575k 7.2k 79.45
Sportradar Holding CS (SRAD) 0.0 $556k 32k 17.56
Schwab U.s. Aggregate Bond Etf Etf (SCHZ) 0.0 $542k 10k 53.91
Wec Energy Group CS (WEC) 0.0 $541k 5.6k 97.01
Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $537k 7.9k 68.36
General Electric CS (GE) 0.0 $535k 5.7k 94.39
Cvs Health Corp CS (CVS) 0.0 $535k 5.2k 103.24
Schlumberger Nv CS (SLB) 0.0 $520k 17k 29.92
Akamai Technologies CS (AKAM) 0.0 $517k 4.4k 117.10
Church & Dwight CS (CHD) 0.0 $508k 5.0k 102.56
Prudential Financial CS (PRU) 0.0 $505k 4.7k 108.21
Ameriprise Financial CS (AMP) 0.0 $500k 1.7k 301.75
Vanguard Real Estate Etf CS (VNQ) 0.0 $498k 4.3k 116.00
Vanguard Small-cap Etf Etf (VB) 0.0 $496k 2.2k 226.07
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $491k 6.6k 74.62
Ppg Industries CS (PPG) 0.0 $452k 2.6k 172.39
Trane Technologies CS (TT) 0.0 $439k 2.2k 202.02
Digital Realty Trust CS (DLR) 0.0 $438k 2.5k 176.90
Caterpillar CS (CAT) 0.0 $427k 2.1k 206.78
General Mills CS (GIS) 0.0 $424k 6.3k 67.42
Servicenow CS (NOW) 0.0 $420k 647.00 649.15
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $411k 3.6k 114.48
Consumer Discretionary Select Etf (XLY) 0.0 $410k 2.0k 204.39
Salesforce.com CS (CRM) 0.0 $408k 1.6k 254.21
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $406k 8.7k 46.72
Mgm Resorts International CS (MGM) 0.0 $405k 9.0k 44.89
Fortive Corp CS (FTV) 0.0 $392k 5.1k 76.34
Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $391k 7.0k 55.63
Rli Corp CS (RLI) 0.0 $383k 3.4k 112.15
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $379k 4.7k 80.98
Ishares Russell 3000 Etf Etf (IWV) 0.0 $375k 1.4k 277.78
Quidel Corp CS 0.0 $375k 2.8k 135.14
Dupont De Nemours CS (DD) 0.0 $373k 4.6k 80.84
Financial Select Sector Spdr F Etf (XLF) 0.0 $367k 9.4k 39.02
Okta CS (OKTA) 0.0 $361k 1.6k 223.95
Vanguard Small-cap Value Etf Etf (VBR) 0.0 $343k 1.9k 179.02
Travelers Cos Inc/the CS (TRV) 0.0 $343k 2.2k 156.55
Schwab Fundamental Emerging Ma Etf (FNDE) 0.0 $336k 11k 30.95
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $332k 4.1k 80.82
Vanguard Esg International Sto Etf (VSGX) 0.0 $331k 5.3k 61.96
Vf Corp CS (VFC) 0.0 $329k 4.5k 73.24
Match Group CS (MTCH) 0.0 $328k 2.5k 132.36
Vail Resorts CS (MTN) 0.0 $327k 998.00 327.66
Clorox Co/the CS (CLX) 0.0 $326k 1.9k 174.61
Communication Services Select CS (XLC) 0.0 $324k 4.2k 77.60
Ishares 1-3 Year Treasury Bond Etf (SHY) 0.0 $320k 3.7k 85.63
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.0 $320k 1.7k 191.62
Advanced Micro Devices CS (AMD) 0.0 $320k 2.2k 143.82
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $317k 3.9k 80.31
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $314k 4.4k 71.04
Tandem Diabetes Care CS (TNDM) 0.0 $313k 2.1k 150.48
Schwab Short-term U.s. Treasur Etf (SCHO) 0.0 $309k 6.1k 50.77
First Trust Us Equity Opportun Etf (FPX) 0.0 $303k 2.5k 122.42
Synopsys CS (SNPS) 0.0 $298k 810.00 367.90
Becton Dickinson And CS (BDX) 0.0 $296k 1.2k 251.70
Lam Research Corp CS (LRCX) 0.0 $296k 412.00 718.45
Chubb CS (CB) 0.0 $295k 1.5k 193.57
Carlisle Cos CS (CSL) 0.0 $288k 1.2k 248.28
Ishares Esg Aware Msci Usa Sma Etf (ESML) 0.0 $286k 7.1k 40.32
Marsh & Mclennan Cos CS (MMC) 0.0 $285k 1.6k 173.67
Kkr & Co CS (KKR) 0.0 $285k 3.8k 74.51
Schwab Emerging Markets Equity Etf (SCHE) 0.0 $279k 9.4k 29.61
Ishares Expanded Tech Sector E Etf (IGM) 0.0 $277k 632.00 438.29
Ishares Russell Mid-cap Value Etf (IWS) 0.0 $276k 2.3k 122.50
Ishares Core S&p U.s. Value Et Etf (IUSV) 0.0 $275k 3.6k 76.45
Ishares Gold Trust Etf (IAU) 0.0 $274k 7.9k 34.82
Sensata Technologies Holding P CS (ST) 0.0 $273k 4.4k 61.61
Consolidated Edison CS (ED) 0.0 $261k 3.1k 85.43
Renaissance Ipo Etf Etf (IPO) 0.0 $257k 4.4k 57.84
Diageo CS (DEO) 0.0 $255k 1.2k 220.21
United Parcel Service CS (UPS) 0.0 $250k 1.2k 214.41
Vanguard Tax-exempt Bond Index Etf (VTEB) 0.0 $250k 4.6k 54.85
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $248k 1.6k 156.57
Pnc Financial Services Group I CS (PNC) 0.0 $247k 1.2k 200.16
Spdr Dow Jones Industrial Aver CS (DIA) 0.0 $247k 680.00 363.24
Vanguard Value Etf Etf (VTV) 0.0 $246k 1.7k 146.95
Bank Of New York Mellon Corp/t CS (BK) 0.0 $245k 4.2k 57.99
Vanguard Total Bond Market Etf Etf (BND) 0.0 $244k 2.9k 84.78
Clearbridge Large Cap Growth E Etf (LRGE) 0.0 $241k 4.0k 60.66
Spdr Portfolio Developed World Etf (SPDW) 0.0 $241k 6.6k 36.45
Stanley Black & Decker CS (SWK) 0.0 $240k 1.3k 188.98
Ishares Inc Ishares Esg Aware Etf (ESGE) 0.0 $238k 6.0k 39.72
Raymond James Financial CS (RJF) 0.0 $237k 2.4k 100.34
Schwab Us Tips Etf Etf (SCHP) 0.0 $236k 3.8k 62.90
Novartis CS (NVS) 0.0 $235k 2.7k 87.49
Everi Holdings CS (EVRI) 0.0 $230k 11k 21.35
Anthem CS (ELV) 0.0 $225k 486.00 462.96
Vanguard S&p 500 Etf Etf (VOO) 0.0 $222k 509.00 436.15
General Dynamics Corp CS (GD) 0.0 $218k 1.0k 208.02
Health Care Select Sector Spdr Etf (XLV) 0.0 $217k 1.5k 140.64
Nucor Corp CS (NUE) 0.0 $217k 1.9k 114.21
Ametek CS (AME) 0.0 $215k 1.5k 146.76
Norfolk Southern Corp CS (NSC) 0.0 $211k 709.00 297.60
Vanguard Mortgage-backed Secur Etf (VMBS) 0.0 $210k 4.0k 52.95
Southern Co/the CS (SO) 0.0 $207k 3.0k 68.70
Philip Morris International In CS (PM) 0.0 $205k 2.2k 95.22
Boeing Co/the CS (BA) 0.0 $202k 1.0k 201.60
Ishares S&p Mid-cap 400 Value Etf (IJJ) 0.0 $201k 1.8k 110.44
Schwab U.s. Large-cap Growth E Etf (SCHG) 0.0 $201k 1.2k 163.81
Vale Sa CS (VALE) 0.0 $165k 12k 14.04
Ecn Capital Corp CS (ECNCF) 0.0 $75k 18k 4.24
Geely Automobile Holdings CS (GELYF) 0.0 $49k 18k 2.69