Appleton Partners

Appleton Partners as of March 31, 2023

Portfolio Holdings for Appleton Partners

Appleton Partners holds 295 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 6.7 $76M 460k 164.90
Jpmorgan Ultra-short Income Et Etf (JPST) 5.9 $66M 1.3M 50.32
Goldman Sachs Activebeta U.s. Etf (GSLC) 3.5 $39M 479k 81.22
Microsoft Corp CS (MSFT) 3.4 $38M 131k 288.30
Schwab Us Large-cap Etf Etf (SCHX) 2.8 $32M 652k 48.37
Visa CS (V) 2.3 $26M 115k 225.46
Thermo Fisher Scientific CS (TMO) 2.2 $25M 44k 576.37
Home Depot Inc/the CS (HD) 2.1 $24M 80k 295.12
Jpmorgan Chase & Co CS (JPM) 2.0 $23M 174k 130.31
Amazon.com CS (AMZN) 1.9 $21M 208k 103.29
Alphabet CS (GOOG) 1.5 $17M 160k 104.00
Lockheed Martin Corp CS (LMT) 1.5 $16M 35k 472.75
Zoetis CS (ZTS) 1.3 $15M 91k 166.44
Energy Select Sector Spdr Fund CS (XLE) 1.3 $15M 181k 82.83
Schwab International Equity Et Etf (SCHF) 1.3 $14M 410k 34.80
Unitedhealth Group CS (UNH) 1.3 $14M 30k 472.57
Intuit CS (INTU) 1.3 $14M 32k 445.84
Goldman Sachs Activebeta Inter Etf (GSIE) 1.2 $13M 435k 30.81
Jpmorgan Ultra-short Municipal Etf (JMST) 1.1 $13M 254k 50.79
American Tower Corp CS (AMT) 1.1 $13M 62k 204.34
Broadcom CS (AVGO) 1.1 $12M 19k 641.53
Morgan Stanley CS (MS) 1.1 $12M 140k 87.80
Pepsico CS (PEP) 1.1 $12M 67k 182.31
Intercontinental Exchange CS (ICE) 1.1 $12M 116k 104.29
Procter & Gamble Co/the CS (PG) 1.0 $12M 78k 148.69
Spdr S&p 500 Etf Trust Etf (SPY) 1.0 $11M 27k 409.41
Ishares Core Msci Emerging Mar Etf (IEMG) 0.9 $10M 207k 48.79
Bank Of America Corp CS (BAC) 0.9 $9.8M 343k 28.60
Costco Wholesale Corp CS (COST) 0.9 $9.6M 19k 496.90
Johnson & Johnson CS (JNJ) 0.8 $9.4M 61k 155.00
Raytheon Technologies Corp CS (RTX) 0.8 $9.2M 94k 97.93
Sherwin-williams Co/the CS (SHW) 0.8 $8.9M 40k 224.78
Republic Services CS (RSG) 0.8 $8.5M 63k 135.22
Roper Technologies CS (ROP) 0.7 $8.4M 19k 440.68
Arthur J Gallagher & Co CS (AJG) 0.7 $8.3M 43k 191.32
Palo Alto Networks CS (PANW) 0.7 $8.3M 41k 199.74
Ishares Biotechnology Etf CS (IBB) 0.7 $8.1M 62k 129.17
Schwab Us Small-cap Etf Etf (SCHA) 0.7 $7.9M 189k 41.93
Equinix CS (EQIX) 0.7 $7.8M 11k 721.06
Alphabet CS (GOOGL) 0.6 $7.3M 70k 103.73
Jpmorgan Diversified Return Us Etf (JPME) 0.6 $7.2M 84k 85.80
Abbvie CS (ABBV) 0.6 $7.2M 45k 159.37
Estee Lauder Cos Inc/the CS (EL) 0.6 $7.1M 29k 246.47
Walt Disney Co/the CS (DIS) 0.6 $7.0M 70k 100.13
Merck & Co CS (MRK) 0.6 $6.9M 64k 106.38
Mcdonald's Corp CS (MCD) 0.6 $6.7M 24k 279.60
Dr Horton CS (DHI) 0.6 $6.7M 69k 97.70
Jpmorgan Diversified Return Us Etf (JPSE) 0.6 $6.6M 166k 39.86
Stryker Corp CS (SYK) 0.6 $6.6M 23k 285.48
Spdr Portfolio Intermediate Te Etf (SPIB) 0.6 $6.4M 197k 32.49
Spdr Bloomberg Investment Grad Etf (FLRN) 0.6 $6.3M 207k 30.43
Constellation Brands CS (STZ) 0.5 $6.2M 27k 225.90
Spdr Portfolio Aggregate Bond Etf (SPAB) 0.5 $6.1M 235k 25.79
Tjx Cos Inc/the CS (TJX) 0.5 $6.0M 77k 78.36
Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.5 $5.8M 32k 183.74
Monster Beverage Corp CS (MNST) 0.5 $5.8M 107k 54.01
Amgen CS (AMGN) 0.5 $5.6M 23k 241.76
Exxon Mobil Corp CS (XOM) 0.5 $5.6M 51k 109.67
Vulcan Materials CS (VMC) 0.5 $5.6M 33k 171.55
Berkshire Hathaway CS (BRK.B) 0.5 $5.5M 18k 308.78
Taiwan Semiconductor Manufactu CS (TSM) 0.5 $5.3M 57k 93.01
Ishares Core International Agg Etf (IAGG) 0.5 $5.1M 104k 48.95
Accenture CS (ACN) 0.4 $5.0M 18k 285.82
Ishares Russell 2000 Etf Etf (IWM) 0.4 $4.7M 26k 178.42
Northrop Grumman Corp CS (NOC) 0.4 $4.6M 10k 461.69
Adobe CS (ADBE) 0.4 $4.6M 12k 385.39
Medtronic CS (MDT) 0.4 $4.5M 56k 80.62
Starbucks Corp CS (SBUX) 0.4 $4.4M 43k 104.13
First Trust Nasdaq Cybersecuri CS (CIBR) 0.4 $4.4M 102k 42.75
Waste Connections CS (WCN) 0.4 $4.1M 29k 139.06
Hershey Co/the CS (HSY) 0.3 $3.9M 15k 254.41
Watsco CS (WSO) 0.3 $3.8M 12k 318.20
Chipotle Mexican Grill CS (CMG) 0.3 $3.8M 2.2k 1708.37
Booking Holdings CS (BKNG) 0.3 $3.8M 1.4k 2652.57
First Trust North American Ene Etf (EMLP) 0.3 $3.8M 141k 26.63
Broadridge Financial Solutions CS (BR) 0.3 $3.7M 25k 146.57
Goldman Sachs Group Inc/the CS (GS) 0.3 $3.6M 11k 327.12
Global X Video Games & Esports CS (HERO) 0.3 $3.6M 177k 20.34
Cisco Systems CS (CSCO) 0.3 $3.5M 68k 52.28
Global X Us Preferred Etf Etf (PFFD) 0.3 $3.5M 176k 19.86
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $3.4M 176k 19.50
Jpmorgan Equity Premium Income Etf (JEPI) 0.3 $3.4M 62k 54.59
Cme Group CS (CME) 0.3 $3.3M 17k 191.51
Iqvia Holdings CS (IQV) 0.3 $3.3M 17k 198.87
Walmart CS (WMT) 0.3 $3.3M 22k 147.45
Utilities Select Sector Spdr F Etf (XLU) 0.3 $3.2M 47k 67.69
Spdr S&p Oil & Gas Exploration CS (XOP) 0.3 $3.2M 25k 127.61
Etfmg Prime Cyber Security Etf CS 0.3 $3.1M 65k 47.82
Brookfield Corp CS (BN) 0.3 $2.9M 89k 32.59
Graniteshares Bloomberg Commod Etf (COMB) 0.3 $2.9M 136k 21.25
Invesco Senior Loan Etf Etf (BKLN) 0.2 $2.7M 131k 20.80
Verisign CS (VRSN) 0.2 $2.6M 13k 211.32
Verizon Communications CS (VZ) 0.2 $2.6M 68k 38.88
Vanguard Ftse Developed Market Etf (VEA) 0.2 $2.6M 58k 45.17
Spdr Msci Emerging Markets Str Etf (QEMM) 0.2 $2.6M 47k 55.60
Blackstone CS (BX) 0.2 $2.5M 29k 87.85
At&t CS (T) 0.2 $2.5M 130k 19.25
Xylem CS (XYL) 0.2 $2.5M 24k 104.68
Canadian Pacific Railway CS 0.2 $2.5M 32k 76.94
Danaher Corp CS (DHR) 0.2 $2.4M 9.7k 252.06
Netflix CS (NFLX) 0.2 $2.4M 6.9k 345.53
Valero Energy Corp CS (VLO) 0.2 $2.4M 17k 139.61
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.3M 11k 210.92
Spdr Bloomberg High Yield Bond Etf (JNK) 0.2 $2.2M 24k 92.82
Automatic Data Processing CS (ADP) 0.2 $2.2M 10k 222.58
Crown Castle CS (CCI) 0.2 $2.2M 16k 133.82
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.2M 5.3k 411.03
Eli Lilly & Co CS (LLY) 0.2 $2.1M 6.1k 343.39
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $2.1M 30k 69.93
Abbott Laboratories CS (ABT) 0.2 $2.1M 20k 101.24
Discover Financial Services CS (DFS) 0.2 $2.0M 20k 98.82
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.0M 28k 71.53
Edwards Lifesciences Corp CS (EW) 0.2 $1.9M 24k 82.74
Indexiq Etf Trust - Iq Hedge M Etf (QAI) 0.2 $1.9M 67k 29.20
Mondelez International CS (MDLZ) 0.2 $1.9M 28k 69.73
Sysco Corp CS (SYY) 0.2 $1.9M 24k 77.23
Mastercard CS (MA) 0.2 $1.7M 4.8k 363.45
Paychex CS (PAYX) 0.2 $1.7M 15k 114.61
Albemarle Corp CS (ALB) 0.1 $1.7M 7.6k 221.02
Te Connectivity CS (TEL) 0.1 $1.7M 13k 131.13
T-mobile Us CS (TMUS) 0.1 $1.7M 11k 144.84
Meta Platforms CS (META) 0.1 $1.6M 7.8k 211.94
Cf Industries Holdings CS (CF) 0.1 $1.6M 22k 72.47
Union Pacific Corp CS (UNP) 0.1 $1.6M 8.0k 201.30
Nvidia Corp CS (NVDA) 0.1 $1.6M 5.7k 277.82
Technology Select Sector Spdr Etf (XLK) 0.1 $1.6M 10k 150.97
Lowe's Cos CS (LOW) 0.1 $1.5M 7.7k 199.95
Texas Instruments CS (TXN) 0.1 $1.5M 8.2k 186.01
Dow CS (DOW) 0.1 $1.5M 27k 54.82
Ford Motor CS (F) 0.1 $1.5M 116k 12.60
Coca-cola Co/the CS (KO) 0.1 $1.4M 23k 62.03
Westinghouse Air Brake Technol CS (WAB) 0.1 $1.4M 14k 101.05
Ecolab CS (ECL) 0.1 $1.4M 8.5k 165.55
Pfizer CS (PFE) 0.1 $1.4M 34k 40.80
Nxp Semiconductors Nv CS (NXPI) 0.1 $1.4M 7.3k 186.42
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.3M 25k 53.48
Paypal Holdings CS (PYPL) 0.1 $1.3M 18k 75.95
General Mills CS (GIS) 0.1 $1.3M 16k 85.48
Catalent CS (CTLT) 0.1 $1.3M 20k 65.71
Vertex Pharmaceuticals CS (VRTX) 0.1 $1.2M 3.8k 315.07
Schwab U.s. Large-cap Growth E Etf (SCHG) 0.1 $1.2M 18k 65.16
Colgate-palmolive CS (CL) 0.1 $1.1M 15k 75.16
Electronic Arts CS (EA) 0.1 $1.1M 9.1k 120.40
Chevron Corp CS (CVX) 0.1 $1.1M 6.6k 163.14
Csx Corp CS (CSX) 0.1 $1.1M 36k 29.93
International Business Machine CS (IBM) 0.1 $1.1M 8.1k 131.11
Autodesk CS (ADSK) 0.1 $1.1M 5.1k 208.11
Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $1.0M 26k 40.38
Nextera Energy CS (NEE) 0.1 $1.0M 13k 77.10
Health Care Select Sector Spdr Etf (XLV) 0.1 $1.0M 7.8k 129.46
Archer-daniels-midland CS (ADM) 0.1 $1.0M 13k 79.67
Constellation Software CS (CNSWF) 0.1 $973k 518.00 1878.38
Intel Corp CS (INTC) 0.1 $973k 30k 32.67
Yum! Brands CS (YUM) 0.1 $950k 7.2k 132.07
Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $945k 2.9k 320.99
Cvs Health Corp CS (CVS) 0.1 $944k 13k 74.30
Financial Select Sector Spdr F Etf (XLF) 0.1 $942k 29k 32.14
Airbnb CS (ABNB) 0.1 $931k 7.5k 124.43
Materials Select Sector Spdr F Etf (XLB) 0.1 $914k 11k 80.62
Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.1 $903k 13k 67.67
Oracle Corp CS (ORCL) 0.1 $901k 9.7k 92.92
Consumer Discretionary Select Etf (XLY) 0.1 $869k 5.8k 149.54
Spdr Gold Shares Etf (GLD) 0.1 $845k 4.6k 183.30
Ishares Msci Emerging Markets Etf (EEM) 0.1 $841k 21k 39.47
Eog Resources CS (EOG) 0.1 $829k 7.2k 114.57
Wells Fargo & Co CS (WFC) 0.1 $828k 22k 37.37
Illinois Tool Works CS (ITW) 0.1 $819k 3.4k 243.46
Workday CS (WDAY) 0.1 $817k 4.0k 206.47
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $811k 3.2k 250.08
Activision Blizzard CS 0.1 $798k 9.3k 85.59
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $778k 3.2k 244.42
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $765k 11k 73.13
Deere & Co CS (DE) 0.1 $753k 1.8k 413.06
Spdr S&p Dividend Etf Etf (SDY) 0.1 $753k 6.1k 123.69
Regeneron Pharmaceuticals CS (REGN) 0.1 $748k 910.00 821.98
Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $743k 3.3k 226.73
Schlumberger Nv CS (SLB) 0.1 $728k 15k 49.08
Amphenol Corp CS (APH) 0.1 $717k 8.8k 81.73
Servicenow CS (NOW) 0.1 $704k 1.5k 464.99
Tesla CS (TSLA) 0.1 $680k 3.3k 207.38
Vanguard Communication Service Etf (VOX) 0.1 $676k 7.0k 96.70
Schwab Fundamental U.s. Large Etf (FNDX) 0.1 $676k 12k 54.92
Sempra Energy CS (SRE) 0.1 $667k 4.4k 151.25
Welltower CS (WELL) 0.1 $656k 9.1k 71.71
Communication Services Select CS (XLC) 0.1 $635k 11k 57.99
Caterpillar CS (CAT) 0.1 $614k 2.7k 228.68
Bristol-myers Squibb CS (BMY) 0.1 $612k 8.8k 69.27
Honeywell International CS (HON) 0.1 $606k 3.2k 191.17
Invesco Financial Preferred Et Etf (PGF) 0.1 $603k 42k 14.53
Vanguard Dividend Appreciation Etf (VIG) 0.1 $588k 3.8k 153.93
Salesforce CS (CRM) 0.1 $583k 2.9k 199.93
Nike CS (NKE) 0.1 $581k 4.7k 122.63
Invitation Homes CS (INVH) 0.1 $577k 19k 31.21
Silvercrest Asset Management G CS (SAMG) 0.1 $575k 32k 18.17
Waste Management CS (WM) 0.1 $573k 3.5k 163.25
Ishares Russell Mid-cap Growth Etf (IWP) 0.0 $562k 6.2k 91.03
Genuine Parts CS (GPC) 0.0 $546k 3.3k 167.18
Consumer Staples Select Sector Etf (XLP) 0.0 $531k 7.1k 74.65
Schwab Fundamental Internation Etf (FNDF) 0.0 $528k 17k 31.26
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $520k 3.8k 136.91
Linde Plc/old CS 0.0 $520k 1.5k 348.53
Vanguard Total Stock Market Et Etf (VTI) 0.0 $520k 2.5k 204.08
Vanguard Esg Us Stock Etf Etf (ESGV) 0.0 $500k 7.0k 71.71
Ishares Core U.s. Aggregate Bo Etf (AGG) 0.0 $492k 4.9k 99.62
3M CS (MMM) 0.0 $487k 4.6k 105.14
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $487k 1.1k 458.57
Ishares Msci Global Min Vol Fa Etf (ACWV) 0.0 $484k 5.0k 96.80
Berkshire Hathaway CS (BRK.A) 0.0 $466k 1.00 466000.00
Air Products And Chemicals CS (APD) 0.0 $466k 1.6k 286.95
Kimberly-clark Corp CS (KMB) 0.0 $458k 3.4k 134.35
First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $458k 8.8k 52.18
Wec Energy Group CS (WEC) 0.0 $454k 4.8k 94.74
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $443k 4.6k 96.70
Rli Corp CS (RLI) 0.0 $441k 3.3k 133.03
Vanguard Small-cap Etf Etf (VB) 0.0 $440k 2.3k 189.74
Darden Restaurants CS (DRI) 0.0 $439k 2.8k 155.12
Schwab Us Broad Market Etf Etf (SCHB) 0.0 $437k 9.1k 47.80
Southern Co/the CS (SO) 0.0 $431k 6.2k 69.64
Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $429k 7.3k 58.70
Domino's Pizza CS (DPZ) 0.0 $426k 1.3k 329.72
Ishares Trust Ishares Esg Awar Etf (ESGD) 0.0 $424k 5.9k 71.86
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $420k 5.8k 72.69
Prudential Financial CS (PRU) 0.0 $416k 5.0k 82.74
Chubb CS (CB) 0.0 $413k 2.1k 194.35
General Electric CS (GE) 0.0 $411k 4.3k 95.54
Yum China Holdings CS (YUMC) 0.0 $411k 6.5k 63.43
Church & Dwight CS (CHD) 0.0 $409k 4.6k 88.47
Emerson Electric CS (EMR) 0.0 $408k 4.7k 87.14
Eversource Energy CS (ES) 0.0 $402k 5.1k 78.19
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $394k 5.9k 66.78
Comcast Corp CS (CMCSA) 0.0 $379k 10k 37.96
Trane Technologies CS (TT) 0.0 $374k 2.0k 183.96
Sportradar Holding CS (SRAD) 0.0 $370k 32k 11.62
Illumina CS (ILMN) 0.0 $369k 1.6k 232.81
Travelers Cos Inc/the CS (TRV) 0.0 $367k 2.1k 171.42
Industrial Select Sector Spdr Etf (XLI) 0.0 $356k 3.5k 101.14
Target Corp CS (TGT) 0.0 $356k 2.1k 165.66
Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $350k 7.2k 48.61
Fortive Corp CS (FTV) 0.0 $342k 5.0k 68.26
Philip Morris International In CS (PM) 0.0 $342k 3.5k 97.27
Ishares Gold Trust Etf (IAU) 0.0 $340k 9.1k 37.38
Duke Energy Corp CS (DUK) 0.0 $334k 3.5k 96.59
Northern Trust Corp CS (NTRS) 0.0 $325k 3.7k 88.08
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $325k 4.8k 67.76
Clorox Co/the CS (CLX) 0.0 $320k 2.0k 158.42
Akamai Technologies CS (AKAM) 0.0 $319k 4.1k 78.26
Ishares Msci Usa Value Factor Etf (VLUE) 0.0 $315k 3.4k 92.65
Brookfield Asset Management Lt CS (BAM) 0.0 $314k 9.6k 32.70
S&p Global CS (SPGI) 0.0 $311k 902.00 344.79
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $305k 7.8k 39.09
Vanguard Small-cap Value Etf Etf (VBR) 0.0 $301k 1.9k 158.50
Ishares 1-3 Year Treasury Bond Etf (SHY) 0.0 $299k 3.6k 82.10
Becton Dickinson & Co CS (BDX) 0.0 $298k 1.2k 247.92
Spdr Dow Jones Industrial Aver CS (DIA) 0.0 $294k 883.00 332.96
Nucor Corp CS (NUE) 0.0 $293k 1.9k 154.21
Applied Materials CS (AMAT) 0.0 $292k 2.4k 122.74
Mccormick & Co CS (MKC) 0.0 $291k 3.5k 83.14
Ishares U.s. Energy Etf Etf (IYE) 0.0 $290k 6.6k 43.68
Vanguard Esg International Sto Etf (VSGX) 0.0 $289k 5.5k 52.36
Vanguard High Dividend Yield E Etf (VYM) 0.0 $289k 2.7k 105.51
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $283k 4.3k 65.97
Ishares Russell Mid-cap Value Etf (IWS) 0.0 $279k 2.6k 106.20
Vanguard Value Etf Etf (VTV) 0.0 $278k 2.0k 138.10
Novartis CS (NVS) 0.0 $274k 3.0k 91.85
Schwab Emerging Markets Equity Etf (SCHE) 0.0 $269k 11k 24.54
Us Diversified Real Estate Etf Etf (PPTY) 0.0 $269k 9.6k 28.12
Schwab Fundamental Emerging Ma Etf (FNDE) 0.0 $267k 10k 26.05
Schwab Short-term U.s. Treasur Etf (SCHO) 0.0 $262k 5.4k 48.87
Marsh & Mclennan Cos CS (MMC) 0.0 $261k 1.6k 166.35
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $256k 1.7k 152.02
Ishares Core S&p U.s. Value Et Etf (IUSV) 0.0 $254k 3.4k 73.69
Consolidated Edison CS (ED) 0.0 $251k 2.6k 95.62
Gilead Sciences CS (GILD) 0.0 $250k 3.0k 83.06
Fiserv CS (FI) 0.0 $248k 2.2k 113.19
Vanguard Real Estate Etf CS (VNQ) 0.0 $243k 2.9k 82.94
Ppg Industries CS (PPG) 0.0 $243k 1.8k 133.44
Carlisle Cos CS (CSL) 0.0 $240k 1.1k 226.42
Vanguard Growth Etf Etf (VUG) 0.0 $231k 928.00 248.92
Boeing Co/the CS (BA) 0.0 $230k 1.1k 212.57
Ishares Esg Aware Msci Usa Sma Etf (ESML) 0.0 $227k 6.7k 33.92
Ametek CS (AME) 0.0 $224k 1.5k 145.64
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $224k 5.0k 44.80
Lam Research Corp CS (LRCX) 0.0 $222k 419.00 529.83
Vanguard S&p 500 Etf Etf (VOO) 0.0 $221k 588.00 375.85
Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $215k 3.4k 62.41
Conocophillips CS (COP) 0.0 $213k 2.1k 99.16
Ishares S&p Mid-cap 400 Value Etf (IJJ) 0.0 $207k 2.0k 102.88
First Solar CS (FSLR) 0.0 $207k 950.00 217.89
General Dynamics Corp CS (GD) 0.0 $206k 904.00 227.88
First Trust Us Equity Opportun Etf (FPX) 0.0 $203k 2.4k 84.02
Raymond James Financial CS (RJF) 0.0 $203k 2.2k 93.33
Ishares Inc Ishares Esg Aware Etf (ESGE) 0.0 $200k 6.4k 31.46
Rivian Automotive CS (RIVN) 0.0 $169k 11k 15.48
Vale Sa CS (VALE) 0.0 $165k 11k 15.75
Clifton Mining CS (CFTN) 0.0 $5.0k 50k 0.10