Archford Capital Strategies

Archford Capital Strategies as of Dec. 31, 2021

Portfolio Holdings for Archford Capital Strategies

Archford Capital Strategies holds 296 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
Vanguard Growth Index Fund Etf (VUG) 5.0 $22M 68k 320.90
Vanguard Value Index Fund Etf (VTV) 4.0 $18M 119k 147.11
Microsoft Corp Stock (MSFT) 3.0 $13M 39k 336.33
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 2.6 $12M 101k 114.08
Vanguard Short-term Government Bond Etf Etf (VGSH) 2.2 $9.8M 162k 60.83
Apple Stock (AAPL) 2.2 $9.8M 55k 177.57
Ishares Core Msci Eafe Etf Etf (IEFA) 2.0 $8.8M 118k 74.64
Vanguard Short-term Bond Index Fund Etf (BSV) 1.9 $8.3M 102k 80.83
Vanguard Information Technology Index Fund Etf (VGT) 1.7 $7.5M 16k 458.17
Financial Select Sector Spdr Fund Etf (XLF) 1.5 $6.7M 173k 39.05
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.5 $6.7M 132k 50.70
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.5 $6.6M 86k 76.11
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.5 $6.4M 126k 51.06
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.4 $6.1M 36k 171.74
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.4 $5.9M 119k 49.46
Paylocity Hldg Corp Stock (PCTY) 1.3 $5.8M 25k 236.14
Visa Inc Com Cl A Stock (V) 1.2 $5.4M 25k 216.72
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 1.2 $5.4M 50k 107.91
Paycom Software Stock (PAYC) 1.2 $5.4M 13k 415.22
Vanguard Small-cap Value Index Fund Etf (VBR) 1.1 $5.0M 28k 178.86
Ishares Short Treasury Bond Etf Etf (SHV) 1.1 $5.0M 45k 110.42
Ishares Exponential Technologies Etf Etf (XT) 1.1 $5.0M 75k 66.06
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $4.5M 1.6k 2896.99
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 1.0 $4.5M 59k 76.77
Amazon Stock (AMZN) 1.0 $4.3M 1.3k 3334.10
Ishares Tips Bond Etf Etf (TIP) 0.9 $4.1M 32k 129.21
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.8 $3.5M 12k 281.80
Ark Innovation Etf Etf (ARKK) 0.7 $3.2M 34k 94.60
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.7 $3.2M 37k 85.42
Home Depot Stock (HD) 0.7 $3.1M 7.4k 415.07
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.7 $2.9M 47k 62.82
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.6 $2.8M 39k 73.10
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $2.7M 944.00 2894.07
Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.6 $2.7M 73k 37.01
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $2.7M 8.9k 299.01
Avalara Stock 0.6 $2.6M 21k 129.11
Walmart Stock (WMT) 0.6 $2.6M 18k 144.70
Meta Platforms Inc Cl A Stock (META) 0.6 $2.5M 7.4k 336.32
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.5 $2.4M 40k 58.94
Lowes Cos Stock (LOW) 0.5 $2.3M 8.9k 258.44
Mastercard Incorporated Cl A Stock (MA) 0.5 $2.2M 6.1k 359.25
Jpmorgan Chase & Co Stock (JPM) 0.5 $2.1M 13k 158.33
Ishares Mbs Etf Etf (MBB) 0.5 $2.1M 20k 107.44
Unitedhealth Group Stock (UNH) 0.5 $2.1M 4.1k 502.07
Nvidia Corporation Stock (NVDA) 0.5 $2.0M 6.9k 294.07
Iqvia Hldgs Stock (IQV) 0.5 $2.0M 7.2k 282.16
Ishares Ibonds Dec 2022 Term Corporate Etf Etf 0.4 $2.0M 78k 25.13
Ishares Ibonds Dec 2024 Term Corporate Etf Etf 0.4 $2.0M 75k 25.94
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 0.4 $2.0M 76k 25.67
Vanguard Total World Stock Index Fund Etf (VT) 0.4 $2.0M 18k 107.41
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.4 $1.9M 74k 26.43
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.4 $1.9M 74k 26.07
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.4 $1.9M 24k 81.27
Spdr S&p Global Natural Resources Etf Etf (GNR) 0.4 $1.9M 35k 53.95
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.4 $1.9M 71k 26.68
Nextera Energy Stock (NEE) 0.4 $1.9M 20k 93.37
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 0.4 $1.8M 55k 32.51
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.4 $1.8M 25k 72.81
Target Corp Stock (TGT) 0.4 $1.8M 7.7k 231.48
Sprout Social Inc Com Cl A Stock (SPT) 0.4 $1.8M 20k 90.70
Union Pac Corp Stock (UNP) 0.4 $1.8M 7.0k 251.98
Procter And Gamble Stock (PG) 0.4 $1.7M 11k 163.54
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.4 $1.7M 38k 45.31
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.4 $1.7M 20k 82.97
Ishares Global Infrastructure Etf Etf (IGF) 0.4 $1.7M 35k 47.58
Ishares National Muni Bond Etf Etf (MUB) 0.4 $1.6M 14k 116.29
Thermo Fisher Scientific Stock (TMO) 0.4 $1.6M 2.4k 667.09
Booking Holdings Stock (BKNG) 0.4 $1.6M 647.00 2398.76
Invesco S&p Midcap Value With Momentum Etf Etf (XMVM) 0.4 $1.5M 32k 48.87
Johnson & Johnson Stock (JNJ) 0.3 $1.5M 8.9k 171.05
Amerisourcebergen Corp Stock (COR) 0.3 $1.5M 11k 132.91
Broadcom Stock (AVGO) 0.3 $1.5M 2.3k 665.49
Texas Instrs Stock (TXN) 0.3 $1.5M 7.9k 188.50
Oracle Corp Stock (ORCL) 0.3 $1.5M 17k 87.19
Anthem Stock (ELV) 0.3 $1.5M 3.2k 463.61
Pepsico Stock (PEP) 0.3 $1.5M 8.5k 173.71
Pacific Biosciences Calif Stock (PACB) 0.3 $1.5M 72k 20.46
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.5M 3.1k 474.99
Cisco Sys Stock (CSCO) 0.3 $1.4M 22k 63.36
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $1.4M 17k 80.84
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.3 $1.4M 24k 59.25
Costco Whsl Corp Stock (COST) 0.3 $1.4M 2.4k 567.81
Pfizer Stock (PFE) 0.3 $1.4M 24k 59.03
Zoetis Inc Cl A Stock (ZTS) 0.3 $1.4M 5.7k 244.05
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.3 $1.4M 17k 80.82
Intuit Stock (INTU) 0.3 $1.4M 2.1k 643.40
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $1.3M 24k 55.49
Ishares Russell 2000 Etf Etf (IWM) 0.3 $1.3M 5.9k 222.41
Verizon Communications Stock (VZ) 0.3 $1.3M 25k 51.95
Zscaler Stock (ZS) 0.3 $1.3M 3.9k 321.35
Enbridge Stock (ENB) 0.3 $1.3M 32k 39.11
Lockheed Martin Corp Stock (LMT) 0.3 $1.3M 3.5k 355.40
Honeywell Intl Stock (HON) 0.3 $1.2M 6.0k 208.60
Global X Cloud Computing Etf Etf (CLOU) 0.3 $1.2M 47k 26.52
Global X Internet Of Things Thematic Etf Etf (SNSR) 0.3 $1.2M 31k 39.13
Disney Walt Stock (DIS) 0.3 $1.2M 7.5k 154.90
United Parcel Service Inc Cl B Stock (UPS) 0.3 $1.1M 5.3k 214.27
Blackrock Stock 0.3 $1.1M 1.2k 916.26
Global X Video Games & Esports Etf Etf (HERO) 0.3 $1.1M 40k 28.23
Danaher Corporation Stock (DHR) 0.3 $1.1M 3.4k 328.94
Workday Inc Cl A Stock (WDAY) 0.3 $1.1M 4.1k 273.17
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $1.1M 3.6k 305.56
Global X Fintech Thematic Etf Etf (FINX) 0.3 $1.1M 28k 40.03
Arista Networks Stock (ANET) 0.2 $1.1M 7.6k 143.71
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.2 $1.1M 12k 87.62
Mcdonalds Corp Stock (MCD) 0.2 $1.1M 3.9k 268.07
Abbott Labs Stock (ABT) 0.2 $1.0M 7.4k 140.76
Global X Autonomous & Electric Vehicles Etf Etf (DRIV) 0.2 $1.0M 34k 30.54
Invesco S&p Smallcap Value With Momentum Etf Etf (XSVM) 0.2 $1.0M 19k 53.89
Snowflake Inc Cl A Stock (SNOW) 0.2 $1.0M 3.0k 338.67
Marvell Technology Stock (MRVL) 0.2 $1.0M 12k 87.48
Global X Millennial Consumer Etf Etf (MILN) 0.2 $1.0M 24k 42.57
Global X Social Media Index Fund Etf (SOCL) 0.2 $1.0M 19k 53.84
Constellation Brands Inc Cl A Stock (STZ) 0.2 $1.0M 4.0k 251.06
Microchip Technology Stock (MCHP) 0.2 $985k 11k 87.04
Parker-hannifin Corp Stock (PH) 0.2 $981k 3.1k 318.09
Abbvie Stock (ABBV) 0.2 $977k 7.2k 135.45
Comcast Corp New Cl A Stock (CMCSA) 0.2 $977k 19k 50.36
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.2 $975k 5.6k 173.33
Unilever Adr (UL) 0.2 $960k 18k 53.80
Uber Technologies Stock (UBER) 0.2 $949k 23k 41.94
Vanguard Small-cap Index Fund Etf (VB) 0.2 $949k 4.2k 225.90
Ishares Growth Allocation Fund Etf (AOR) 0.2 $926k 16k 57.11
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $913k 4.5k 204.43
Prologis Reit (PLD) 0.2 $903k 5.4k 168.38
Global X Cybersecurity Etf Etf (BUG) 0.2 $896k 28k 31.76
Snap On Stock (SNA) 0.2 $888k 4.1k 215.27
Exxon Mobil Corp Stock (XOM) 0.2 $888k 15k 61.17
Roblox Corp Cl A Stock (RBLX) 0.2 $880k 8.5k 103.19
Emerson Elec Stock (EMR) 0.2 $867k 9.3k 92.99
Vanguard Total Bond Market Index Fund Etf (BND) 0.2 $866k 10k 84.72
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $865k 6.1k 140.95
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.2 $850k 9.8k 87.05
Philip Morris Intl Stock (PM) 0.2 $846k 8.9k 95.06
Realty Income Corp Reit (O) 0.2 $830k 12k 71.59
Elastic N V Ord Stock (ESTC) 0.2 $823k 6.7k 123.15
Wells Fargo Stock (WFC) 0.2 $815k 17k 48.00
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $808k 7.5k 107.36
3M Stock (MMM) 0.2 $806k 4.5k 177.65
Fiserv Stock (FI) 0.2 $804k 7.7k 103.80
Bristol-myers Squibb Stock (BMY) 0.2 $795k 13k 62.36
Amgen Stock (AMGN) 0.2 $763k 3.4k 225.07
Columbia Diversified Fixed Income Allocation Etf Etf (DIAL) 0.2 $752k 35k 21.31
Schwab Charles Corp Stock (SCHW) 0.2 $735k 8.7k 84.06
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.2 $727k 13k 55.83
Hilton Worldwide Hldgs Stock (HLT) 0.2 $727k 4.7k 155.91
Lilly Eli & Co Stock (LLY) 0.2 $725k 2.6k 276.19
Keysight Technologies Stock (KEYS) 0.2 $725k 3.5k 206.55
Novartis Adr (NVS) 0.2 $724k 8.3k 87.45
Ebay Stock (EBAY) 0.2 $713k 11k 66.53
Ross Stores Stock (ROST) 0.2 $709k 6.2k 114.23
Ishares Msci Eafe Etf Etf (EFA) 0.2 $692k 8.8k 78.71
General Dynamics Corp Stock (GD) 0.2 $688k 3.3k 208.55
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.2 $667k 24k 28.31
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.2 $657k 25k 26.31
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.2 $656k 25k 26.55
Coca Cola Stock (KO) 0.1 $648k 11k 59.20
First Trust Consumer Discretionary Alphadex Fund Etf (FXD) 0.1 $645k 10k 62.08
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $644k 5.4k 120.31
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.1 $642k 13k 48.96
Bank New York Mellon Corp Stock (BK) 0.1 $635k 11k 58.11
Netflix Stock (NFLX) 0.1 $625k 1.0k 602.70
Global X Robotics & Artificial Intelligence Thematic Etf Etf (BOTZ) 0.1 $617k 17k 35.96
Fastenal Stock (FAST) 0.1 $597k 9.3k 64.07
Genuine Parts Stock (GPC) 0.1 $581k 4.1k 140.30
Carmax Stock (KMX) 0.1 $580k 4.5k 130.22
Cvs Health Corp Stock (CVS) 0.1 $579k 5.6k 103.15
Penn Natl Gaming Stock (PENN) 0.1 $578k 11k 51.87
International Business Machs Stock (IBM) 0.1 $572k 4.3k 133.77
Ishares Moderate Allocation Fund Etf (AOM) 0.1 $572k 13k 45.49
Valero Energy Corp Stock (VLO) 0.1 $559k 7.4k 75.13
Dominion Energy Stock (D) 0.1 $557k 7.1k 78.58
Chevron Corp Stock (CVX) 0.1 $553k 4.7k 117.31
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $552k 3.3k 167.93
Advanced Micro Devices Stock (AMD) 0.1 $552k 3.8k 143.82
Analog Devices Stock (ADI) 0.1 $545k 3.1k 175.86
Southern Stock (SO) 0.1 $528k 7.7k 68.61
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $524k 10k 50.53
Kimberly-clark Corp Stock (KMB) 0.1 $523k 3.7k 142.86
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $512k 4.6k 112.18
Equity Residential Sh Ben Int Reit (EQR) 0.1 $512k 5.7k 90.48
Ameren Corp Stock (AEE) 0.1 $510k 5.7k 88.97
Commerce Bancshares Stock (CBSH) 0.1 $510k 7.4k 68.68
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $508k 10k 48.90
Waste Mgmt Inc Del Stock (WM) 0.1 $502k 3.0k 166.94
Cummins Stock (CMI) 0.1 $498k 2.3k 218.33
Kinder Morgan Inc Del Stock (KMI) 0.1 $498k 31k 15.87
Ark Genomic Revolution Etf Etf (ARKG) 0.1 $496k 8.1k 61.23
Astrazeneca Adr (AZN) 0.1 $489k 8.4k 58.26
Csx Corp Stock (CSX) 0.1 $488k 13k 37.61
Spdr S&p 600 Small Cap Etf Etf 0.1 $487k 4.9k 99.45
Gallagher Arthur J & Co Stock (AJG) 0.1 $482k 2.8k 169.66
Uipath Stock (PATH) 0.1 $478k 11k 43.14
Starbucks Corp Stock (SBUX) 0.1 $470k 4.0k 116.97
At&t Stock (T) 0.1 $469k 19k 24.60
Caterpillar Stock (CAT) 0.1 $467k 2.3k 206.64
Eaton Corp Stock (ETN) 0.1 $467k 2.7k 172.83
Raytheon Technologies Corp Stock (RTX) 0.1 $467k 5.4k 86.08
Air Prods & Chems Stock (APD) 0.1 $466k 1.5k 304.58
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $459k 1.8k 254.43
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $451k 1.00 451000.00
Royal Caribbean Group Stock (RCL) 0.1 $448k 5.8k 76.91
Dupont De Nemours Stock (DD) 0.1 $448k 5.6k 80.71
Block Inc Cl A Stock (SQ) 0.1 $433k 2.7k 161.69
Deere & Co Stock (DE) 0.1 $430k 1.3k 342.63
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $429k 4.1k 105.82
Global X Genomics & Biotechnology Etf Etf (GNOM) 0.1 $427k 22k 19.85
Price T Rowe Group Stock (TROW) 0.1 $421k 2.1k 196.64
Becton Dickinson & Co Stock (BDX) 0.1 $417k 1.7k 251.20
General Mls Stock (GIS) 0.1 $412k 6.1k 67.45
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $411k 3.9k 105.79
Altria Group Stock (MO) 0.1 $402k 8.5k 47.41
Clorox Co Del Stock (CLX) 0.1 $400k 2.3k 174.44
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $395k 22k 18.21
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.1 $395k 15k 27.08
Duke Energy Corp Stock (DUK) 0.1 $393k 3.7k 104.86
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.1 $392k 9.1k 42.88
Medtronic Stock (MDT) 0.1 $389k 3.8k 103.40
Crown Castle Intl Corp Reit (CCI) 0.1 $383k 1.8k 208.72
Adobe Systems Incorporated Stock (ADBE) 0.1 $374k 660.00 566.67
Merck & Co Stock (MRK) 0.1 $364k 4.8k 76.63
Ball Corp Stock (BALL) 0.1 $361k 3.7k 96.29
Sanofi Adr (SNY) 0.1 $361k 7.2k 50.05
Goldman Sachs Hedge Industry Vip Etf Etf (GVIP) 0.1 $359k 3.5k 102.08
Bank Montreal Que Stock (BMO) 0.1 $358k 3.3k 107.73
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $357k 3.2k 113.01
Gilead Sciences Stock (GILD) 0.1 $355k 4.9k 72.52
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $350k 3.8k 92.84
Qualcomm Stock (QCOM) 0.1 $339k 1.9k 183.05
Hewlett Packard Enterprise Stock (HPE) 0.1 $338k 21k 15.78
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $325k 4.0k 80.89
Entergy Corp Stock (ETR) 0.1 $324k 2.9k 112.81
Docusign Stock (DOCU) 0.1 $324k 2.1k 152.47
American Express Stock (AXP) 0.1 $324k 2.0k 163.80
Consolidated Edison Stock (ED) 0.1 $318k 3.7k 85.44
Proshares Ultra Vix Short-term Futures Etf Etf 0.1 $311k 25k 12.44
Vanguard Communication Services Etf Etf (VOX) 0.1 $310k 2.3k 135.61
Berkeley Lts Stock 0.1 $310k 17k 18.17
Colgate Palmolive Stock (CL) 0.1 $309k 3.6k 85.29
Blackstone Stock (BX) 0.1 $304k 2.3k 129.58
Mckesson Corp Stock (MCK) 0.1 $304k 1.2k 248.98
Paycor Hcm Stock (PYCR) 0.1 $303k 11k 28.79
Lyft Inc Cl A Stock (LYFT) 0.1 $303k 7.1k 42.67
Nutrien Stock (NTR) 0.1 $302k 4.0k 75.27
Expedia Group Stock (EXPE) 0.1 $302k 1.7k 180.62
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $302k 1.5k 200.13
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $302k 11k 26.90
Intel Corp Stock (INTC) 0.1 $296k 5.8k 51.43
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.1 $296k 11k 27.85
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $292k 11k 27.06
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $291k 11k 27.22
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $286k 35k 8.23
Garmin Stock (GRMN) 0.1 $285k 2.1k 136.36
Principal Financial Group Stock (PFG) 0.1 $281k 3.9k 72.27
Vanguard Industrials Index Fund Etf (VIS) 0.1 $281k 1.4k 203.18
General Electric Stock (GE) 0.1 $278k 2.9k 94.46
Boeing Stock (BA) 0.1 $272k 1.4k 201.48
Fabrinet Stock (FN) 0.1 $272k 2.3k 118.47
Fidelity Natl Information Svcs Stock (FIS) 0.1 $270k 2.5k 109.00
Citigroup Stock (C) 0.1 $269k 4.5k 60.40
Paccar Stock (PCAR) 0.1 $269k 3.1k 88.20
International Paper Stock (IP) 0.1 $268k 5.7k 47.02
Nuveen Quality Muncp Income Cef (NAD) 0.1 $267k 17k 16.08
Vanguard Financials Index Fund Etf (VFH) 0.1 $266k 2.8k 96.66
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf 0.1 $263k 9.8k 26.86
Leggett & Platt Stock (LEG) 0.1 $262k 6.4k 41.18
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.1 $261k 4.2k 62.83
Ishares Ibonds Dec 2022 Term Muni Bond Etf Etf 0.1 $261k 10k 26.03
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf 0.1 $260k 10k 25.90
Salesforce Stock (CRM) 0.1 $252k 993.00 253.78
Omnicom Group Stock (OMC) 0.1 $252k 3.4k 73.30
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $250k 525.00 476.19
Carnival Corp Stock (CCL) 0.1 $249k 12k 20.16
Skyworks Solutions Stock (SWKS) 0.1 $248k 1.6k 155.10
Nike Inc Cl B Stock (NKE) 0.1 $246k 1.5k 166.67
American Elec Pwr Stock (AEP) 0.1 $246k 2.8k 89.00
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.1 $244k 2.3k 108.35
Bionano Genomics Stock 0.1 $238k 80k 2.99
Welltower Reit (WELL) 0.1 $238k 2.8k 85.83
Bhp Group Adr (BHP) 0.1 $237k 3.9k 60.35
Chart Inds Stock (GTLS) 0.1 $231k 1.4k 159.75
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $230k 1.4k 166.79
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $226k 1.6k 145.81
Automatic Data Processing Stock (ADP) 0.1 $220k 891.00 246.91
Vici Pptys Reit (VICI) 0.1 $219k 7.3k 30.10
Main Str Cap Corp Cef (MAIN) 0.0 $214k 4.8k 44.92
Us Bancorp Del Stock (USB) 0.0 $207k 3.7k 56.13
Origin Materials Stock (ORGN) 0.0 $200k 31k 6.44
Invesco Qqq Trust Etf (QQQ) 0.0 $200k 502.00 398.41
Sofi Technologies Stock (SOFI) 0.0 $174k 11k 15.78
Vuzix Corp Stock (VUZI) 0.0 $159k 18k 8.67
Vector Group Stock (VGR) 0.0 $137k 12k 11.50
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $108k 12k 9.33
Appharvest Stock 0.0 $72k 19k 3.87
Organigram Hldgs Stock 0.0 $29k 17k 1.75
Pluristem Therapeutics Stock 0.0 $19k 13k 1.45