Atwood & Palmer as of Dec. 31, 2021
Portfolio Holdings for Atwood & Palmer
Atwood & Palmer holds 458 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 |
---|---|---|---|---|---|
First Trust Global Tactical etp (FTGC) | 4.5 | $54M | 2.3M | 23.06 | |
Thermo Fisher Scientific (TMO) | 3.5 | $42M | 64k | 667.23 | |
Generac Holdings (GNRC) | 3.4 | $41M | 117k | 351.92 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 3.4 | $41M | 1.2M | 35.27 | |
Ishares Tr int dev mom fc (IMTM) | 3.3 | $39M | 1.0M | 38.03 | |
United Rentals (URI) | 3.0 | $36M | 107k | 332.29 | |
Alphabet Inc Class C cs (GOOG) | 3.0 | $36M | 12k | 2893.56 | |
Cdw (CDW) | 2.8 | $34M | 165k | 204.78 | |
ON Semiconductor (ON) | 2.8 | $34M | 493k | 67.92 | |
Ameriprise Financial (AMP) | 2.6 | $31M | 104k | 301.66 | |
Cisco Systems (CSCO) | 2.6 | $31M | 486k | 63.37 | |
Sony Corporation (SONY) | 2.5 | $30M | 235k | 126.40 | |
Apple (AAPL) | 2.5 | $30M | 167k | 177.57 | |
MasterCard Incorporated (MA) | 2.4 | $29M | 81k | 359.32 | |
Lockheed Martin Corporation (LMT) | 2.3 | $28M | 79k | 355.40 | |
Fifth Third Ban (FITB) | 2.2 | $27M | 614k | 43.55 | |
Regeneron Pharmaceuticals (REGN) | 2.2 | $26M | 41k | 631.51 | |
PNC Financial Services (PNC) | 2.1 | $25M | 124k | 200.52 | |
Hologic (HOLX) | 2.1 | $25M | 325k | 76.56 | |
Delphi Automotive Inc international (APTV) | 2.0 | $24M | 142k | 164.95 | |
D.R. Horton (DHI) | 1.9 | $22M | 206k | 108.45 | |
Janus Short Duration (VNLA) | 1.8 | $22M | 444k | 49.55 | |
Abbvie (ABBV) | 1.8 | $22M | 159k | 135.40 | |
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 1.8 | $21M | 418k | 50.30 | |
Janus Detroit Str Tr fund (JMBS) | 1.8 | $21M | 398k | 52.68 | |
Janus Detroit Str Tr (JAAA) | 1.7 | $20M | 395k | 50.38 | |
Goldman Sachs Etf Tr activebeta eme (GEM) | 1.6 | $19M | 517k | 37.01 | |
Invesco Variable Rate Preferred Etf etf (VRP) | 1.5 | $18M | 711k | 25.92 | |
Intel Corporation (INTC) | 1.4 | $17M | 336k | 51.50 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.4 | $17M | 341k | 48.85 | |
Gilead Sciences (GILD) | 1.4 | $17M | 228k | 72.61 | |
Lowe's Companies (LOW) | 1.3 | $16M | 60k | 258.48 | |
Paypal Holdings (PYPL) | 1.2 | $14M | 75k | 188.57 | |
Amgen (AMGN) | 1.2 | $14M | 62k | 224.97 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.1 | $13M | 332k | 39.43 | |
Managed Portfolio Ser tortoise nram pi (TPYP) | 1.1 | $13M | 575k | 22.23 | |
Leidos Holdings (LDOS) | 1.1 | $13M | 141k | 88.90 | |
Wal-Mart Stores (WMT) | 1.0 | $12M | 80k | 144.69 | |
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy | 0.9 | $11M | 439k | 25.29 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.9 | $11M | 216k | 49.17 | |
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy | 0.9 | $10M | 448k | 23.23 | |
Northrop Grumman Corporation (NOC) | 0.8 | $10M | 26k | 387.08 | |
Biogen Idec (BIIB) | 0.8 | $9.9M | 41k | 239.92 | |
L3harris Technologies (LHX) | 0.8 | $9.3M | 44k | 213.25 | |
Inv Bulletshs 2024 Etf etf/closed end- (BSJO) | 0.7 | $8.7M | 350k | 24.98 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $7.8M | 55k | 142.92 | |
Home Depot (HD) | 0.6 | $7.7M | 19k | 415.03 | |
Becton, Dickinson and (BDX) | 0.6 | $7.6M | 30k | 251.48 | |
Jack Henry & Associates (JKHY) | 0.6 | $7.3M | 44k | 166.99 | |
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) | 0.6 | $6.9M | 279k | 24.56 | |
Bscm etf | 0.4 | $5.1M | 241k | 21.39 | |
Procter & Gamble Company (PG) | 0.4 | $4.3M | 26k | 163.59 | |
Johnson & Johnson (JNJ) | 0.4 | $4.2M | 25k | 171.09 | |
Guggenheim Bulletshrs 2023 Corp Bd Etf | 0.3 | $3.9M | 184k | 21.46 | |
Bsco etf (BSCO) | 0.3 | $3.8M | 175k | 21.83 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.3M | 1.1k | 2896.64 | |
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.3 | $3.0M | 139k | 21.90 | |
First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.2 | $2.6M | 15k | 175.16 | |
Highwoods Properties (HIW) | 0.2 | $2.5M | 55k | 44.59 | |
First Trust Ind/Prod AlphaDEX (FXR) | 0.2 | $2.4M | 38k | 62.42 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.2 | $2.4M | 39k | 62.04 | |
Microsoft Corporation (MSFT) | 0.2 | $2.4M | 7.1k | 336.29 | |
First Tr Exchange Traded Fd nasdaq transn (FTXR) | 0.2 | $2.4M | 68k | 34.55 | |
Colgate-Palmolive Company (CL) | 0.2 | $2.3M | 27k | 85.35 | |
Pepsi (PEP) | 0.2 | $2.2M | 13k | 173.74 | |
Etf Ser Solutions aam lw dur p (PFLD) | 0.2 | $2.1M | 84k | 25.06 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $1.9M | 4.0k | 474.91 | |
Paychex (PAYX) | 0.1 | $1.8M | 13k | 136.49 | |
U.S. Bancorp (USB) | 0.1 | $1.8M | 31k | 56.17 | |
First Tr Exchange Traded Fd nasdq oil gas (FTXN) | 0.1 | $1.6M | 84k | 19.44 | |
Amazon (AMZN) | 0.1 | $1.5M | 461.00 | 3334.06 | |
Goldman Sachs Etf Tr aces ultra shr (GSST) | 0.1 | $1.5M | 30k | 50.48 | |
Berkshire Hathaway (BRK.B) | 0.1 | $1.5M | 5.0k | 298.98 | |
Hilltop Holdings (HTH) | 0.1 | $1.4M | 41k | 35.15 | |
Pfizer (PFE) | 0.1 | $1.4M | 24k | 59.05 | |
First Trust Iv Enhanced Short (FTSM) | 0.1 | $1.3M | 22k | 59.80 | |
Automatic Data Processing (ADP) | 0.1 | $1.3M | 5.3k | 246.60 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $1.3M | 8.0k | 158.41 | |
Commerce Bancshares (CBSH) | 0.1 | $1.2M | 18k | 68.72 | |
Nextera Energy (NEE) | 0.1 | $1.1M | 12k | 93.32 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | 18k | 61.18 | |
Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 13k | 86.08 | |
Goldman Sachs Etf Tr access hig yld (GHYB) | 0.1 | $1.1M | 21k | 49.73 | |
Tesla Motors (TSLA) | 0.1 | $956k | 905.00 | 1056.35 | |
Oracle Corporation (ORCL) | 0.1 | $951k | 11k | 87.20 | |
First Trust Tech AlphaDEX Fnd (FXL) | 0.1 | $912k | 6.9k | 131.98 | |
Qualcomm (QCOM) | 0.1 | $876k | 4.8k | 182.92 | |
McDonald's Corporation (MCD) | 0.1 | $863k | 3.2k | 267.93 | |
Bristol Myers Squibb (BMY) | 0.1 | $863k | 14k | 62.37 | |
Costco Wholesale Corporation (COST) | 0.1 | $837k | 1.5k | 567.46 | |
Heartland Financial USA (HTLF) | 0.1 | $790k | 16k | 50.61 | |
International Business Machines (IBM) | 0.1 | $775k | 5.8k | 133.74 | |
Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.1 | $735k | 7.4k | 100.00 | |
UMB Financial Corporation (UMBF) | 0.1 | $732k | 6.9k | 106.18 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $722k | 3.2k | 227.76 | |
Parker-Hannifin Corporation (PH) | 0.1 | $716k | 2.3k | 318.22 | |
Coca-Cola Company (KO) | 0.1 | $699k | 12k | 59.24 | |
Cerner Corporation | 0.1 | $696k | 7.5k | 92.87 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $695k | 2.8k | 244.20 | |
Saia (SAIA) | 0.1 | $691k | 2.1k | 337.07 | |
Caterpillar (CAT) | 0.1 | $679k | 3.3k | 206.82 | |
Altria (MO) | 0.1 | $671k | 14k | 47.39 | |
Bank of America Corporation (BAC) | 0.0 | $597k | 13k | 44.48 | |
Deere & Company (DE) | 0.0 | $596k | 1.7k | 342.92 | |
Moody's Corporation (MCO) | 0.0 | $586k | 1.5k | 390.67 | |
CVS Caremark Corporation (CVS) | 0.0 | $574k | 5.6k | 103.16 | |
Abbott Laboratories (ABT) | 0.0 | $568k | 4.0k | 140.80 | |
Chevron Corporation (CVX) | 0.0 | $562k | 4.8k | 117.25 | |
Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) | 0.0 | $552k | 22k | 25.64 | |
Halyard Health (AVNS) | 0.0 | $520k | 15k | 34.67 | |
Wells Fargo & Company (WFC) | 0.0 | $514k | 11k | 48.01 | |
Fortune Brands (FBIN) | 0.0 | $513k | 4.8k | 106.88 | |
NVIDIA Corporation (NVDA) | 0.0 | $499k | 1.7k | 294.22 | |
Carrier Global Corporation (CARR) | 0.0 | $490k | 9.0k | 54.29 | |
American Electric Power Company (AEP) | 0.0 | $489k | 5.5k | 88.91 | |
Philip Morris International (PM) | 0.0 | $482k | 5.1k | 95.09 | |
Walt Disney Company (DIS) | 0.0 | $465k | 3.0k | 154.95 | |
Regions Financial Corporation (RF) | 0.0 | $462k | 21k | 21.78 | |
Waste Management (WM) | 0.0 | $453k | 2.7k | 167.04 | |
Iron Mountain (IRM) | 0.0 | $436k | 8.3k | 52.34 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $410k | 1.7k | 241.18 | |
Facebook Inc cl a (META) | 0.0 | $394k | 1.2k | 336.75 | |
Emerson Electric (EMR) | 0.0 | $390k | 4.2k | 92.88 | |
Otis Worldwide Corp (OTIS) | 0.0 | $359k | 4.1k | 87.03 | |
iShares S&P 500 Index (IVV) | 0.0 | $341k | 715.00 | 476.92 | |
Verizon Communications (VZ) | 0.0 | $328k | 6.3k | 51.95 | |
Linde | 0.0 | $319k | 922.00 | 345.99 | |
Laboratory Corp. of America Holdings (LH) | 0.0 | $314k | 1.0k | 314.00 | |
Comcast Corporation (CMCSA) | 0.0 | $303k | 6.0k | 50.39 | |
Honeywell International (HON) | 0.0 | $298k | 1.4k | 208.39 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $292k | 5.3k | 55.09 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $287k | 3.4k | 83.77 | |
UnitedHealth (UNH) | 0.0 | $277k | 552.00 | 501.81 | |
Dex (DXCM) | 0.0 | $268k | 500.00 | 536.00 | |
Monmouth R.E. Inv | 0.0 | $262k | 13k | 20.99 | |
Broadcom (AVGO) | 0.0 | $262k | 394.00 | 664.97 | |
TJX Companies (TJX) | 0.0 | $256k | 3.4k | 75.78 | |
Enterprise Products Partners (EPD) | 0.0 | $255k | 12k | 21.98 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $248k | 2.4k | 104.60 | |
Citigroup (C) | 0.0 | $242k | 4.0k | 60.50 | |
American Tower Reit (AMT) | 0.0 | $237k | 810.00 | 292.59 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $219k | 717.00 | 305.44 | |
Garmin (GRMN) | 0.0 | $218k | 1.6k | 136.34 | |
Sempra Energy (SRE) | 0.0 | $218k | 1.7k | 132.12 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $216k | 1.6k | 138.64 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $212k | 2.6k | 81.73 | |
Ecolab (ECL) | 0.0 | $211k | 899.00 | 234.71 | |
Selectquote Ord (SLQT) | 0.0 | $204k | 23k | 9.07 | |
Moderna (MRNA) | 0.0 | $203k | 800.00 | 253.75 | |
Energizer Holdings (ENR) | 0.0 | $190k | 4.7k | 40.07 | |
Arista Networks (ANET) | 0.0 | $187k | 1.3k | 143.85 | |
Union Pacific Corporation (UNP) | 0.0 | $178k | 707.00 | 251.77 | |
Starbucks Corporation (SBUX) | 0.0 | $177k | 1.5k | 117.14 | |
Flowers Foods (FLO) | 0.0 | $175k | 6.4k | 27.51 | |
Sealed Air (SEE) | 0.0 | $172k | 2.6k | 67.45 | |
First Trust DJ Internet Index Fund (FDN) | 0.0 | $164k | 725.00 | 226.21 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $164k | 1.0k | 164.00 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $148k | 2.8k | 53.82 | |
Duke Energy (DUK) | 0.0 | $148k | 1.4k | 104.74 | |
Post Holdings Inc Common (POST) | 0.0 | $143k | 1.3k | 112.78 | |
Callaway Golf Company (MODG) | 0.0 | $137k | 5.0k | 27.40 | |
PacWest Ban | 0.0 | $136k | 3.0k | 45.33 | |
First Trust Health Care AlphaDEX (FXH) | 0.0 | $135k | 1.1k | 123.85 | |
Eastman Chemical Company (EMN) | 0.0 | $133k | 1.1k | 120.91 | |
Cohen & Steers infrastucture Fund (UTF) | 0.0 | $130k | 4.6k | 28.55 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $129k | 1.0k | 129.00 | |
Visa (V) | 0.0 | $128k | 592.00 | 216.22 | |
First Tr Exchange Traded Fd dorsey wright (IFV) | 0.0 | $127k | 5.5k | 23.18 | |
First Trust Financials AlphaDEX (FXO) | 0.0 | $126k | 2.7k | 46.24 | |
Eli Lilly & Co. (LLY) | 0.0 | $124k | 450.00 | 275.56 | |
Skyworks Solutions (SWKS) | 0.0 | $124k | 801.00 | 154.81 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $122k | 3.9k | 31.08 | |
Consolidated Edison (ED) | 0.0 | $122k | 1.4k | 85.20 | |
Edwards Lifesciences (EW) | 0.0 | $118k | 912.00 | 129.39 | |
Veeva Sys Inc cl a (VEEV) | 0.0 | $118k | 460.00 | 256.52 | |
Enterprise Financial Services (EFSC) | 0.0 | $116k | 2.5k | 47.15 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $116k | 4.0k | 29.00 | |
Discover Financial Services (DFS) | 0.0 | $114k | 990.00 | 115.15 | |
Square Inc cl a (SQ) | 0.0 | $113k | 700.00 | 161.43 | |
General Mills (GIS) | 0.0 | $113k | 1.7k | 67.42 | |
BP (BP) | 0.0 | $112k | 4.2k | 26.67 | |
Masimo Corporation (MASI) | 0.0 | $111k | 379.00 | 292.88 | |
Axon Enterprise (AXON) | 0.0 | $110k | 700.00 | 157.14 | |
Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 0.0 | $110k | 5.2k | 21.07 | |
Ameren Corporation (AEE) | 0.0 | $107k | 1.2k | 89.17 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $106k | 1.4k | 74.86 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $105k | 613.00 | 171.29 | |
Canadian Pacific Railway | 0.0 | $104k | 1.4k | 72.12 | |
Fiserv (FI) | 0.0 | $104k | 1.0k | 104.00 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $102k | 600.00 | 170.00 | |
Curtiss-Wright (CW) | 0.0 | $102k | 735.00 | 138.78 | |
SPDR Gold Trust (GLD) | 0.0 | $100k | 586.00 | 170.65 | |
iShares Silver Trust (SLV) | 0.0 | $97k | 4.5k | 21.44 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $94k | 165.00 | 569.70 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $92k | 565.00 | 162.83 | |
Edgewell Pers Care (EPC) | 0.0 | $91k | 2.0k | 45.50 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $90k | 355.00 | 253.52 | |
Digital World Acquisition (DJTWW) | 0.0 | $81k | 6.1k | 13.28 | |
Dominion Resources (D) | 0.0 | $81k | 1.0k | 78.49 | |
Medtronic (MDT) | 0.0 | $80k | 775.00 | 103.23 | |
Arch Capital Group (ACGL) | 0.0 | $80k | 1.8k | 44.44 | |
Illinois Tool Works (ITW) | 0.0 | $78k | 317.00 | 246.06 | |
Walgreen Boots Alliance (WBA) | 0.0 | $78k | 1.5k | 52.00 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $77k | 1.1k | 73.33 | |
Nike (NKE) | 0.0 | $76k | 457.00 | 166.30 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $76k | 270.00 | 281.48 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $74k | 868.00 | 85.25 | |
3M Company (MMM) | 0.0 | $74k | 417.00 | 177.46 | |
Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $73k | 3.2k | 22.81 | |
General Electric (GE) | 0.0 | $72k | 759.00 | 94.86 | |
O'reilly Automotive (ORLY) | 0.0 | $71k | 100.00 | 710.00 | |
V.F. Corporation (VFC) | 0.0 | $68k | 926.00 | 73.43 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $64k | 1.0k | 61.07 | |
Financial Select Sector SPDR (XLF) | 0.0 | $64k | 1.6k | 39.14 | |
Dow (DOW) | 0.0 | $63k | 1.1k | 56.45 | |
Kontoor Brands (KTB) | 0.0 | $62k | 1.2k | 51.62 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $61k | 1.1k | 57.82 | |
Intuitive Surgical (ISRG) | 0.0 | $60k | 168.00 | 357.14 | |
Metropcs Communications (TMUS) | 0.0 | $59k | 506.00 | 116.60 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $58k | 500.00 | 116.00 | |
Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $58k | 3.1k | 18.65 | |
Nucor Corporation (NUE) | 0.0 | $57k | 500.00 | 114.00 | |
Calamos Global Dynamic Income Fund (CHW) | 0.0 | $55k | 5.5k | 10.00 | |
Merck & Co (MRK) | 0.0 | $54k | 703.00 | 76.81 | |
Tyler Technologies (TYL) | 0.0 | $54k | 100.00 | 540.00 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $54k | 445.00 | 121.35 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $53k | 3.5k | 15.14 | |
Industrial SPDR (XLI) | 0.0 | $53k | 500.00 | 106.00 | |
Ford Motor Company (F) | 0.0 | $52k | 2.5k | 20.80 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $52k | 400.00 | 130.00 | |
MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.0 | $50k | 3.7k | 13.51 | |
Magellan Midstream Partners | 0.0 | $49k | 1.1k | 46.67 | |
Evercore Partners (EVR) | 0.0 | $49k | 364.00 | 134.62 | |
Advanced Micro Devices (AMD) | 0.0 | $49k | 340.00 | 144.12 | |
Evergy (EVRG) | 0.0 | $47k | 681.00 | 69.02 | |
Chubb (CB) | 0.0 | $47k | 245.00 | 191.84 | |
BlackRock (BLK) | 0.0 | $46k | 50.00 | 920.00 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $46k | 393.00 | 117.05 | |
Vanguard Growth ETF (VUG) | 0.0 | $45k | 141.00 | 319.15 | |
Southwest Airlines (LUV) | 0.0 | $44k | 1.0k | 43.18 | |
Doubleline Total Etf etf (TOTL) | 0.0 | $44k | 922.00 | 47.72 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $43k | 4.1k | 10.62 | |
ConocoPhillips (COP) | 0.0 | $43k | 599.00 | 71.79 | |
Mondelez Int (MDLZ) | 0.0 | $42k | 629.00 | 66.77 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $42k | 265.00 | 158.49 | |
Target Corporation (TGT) | 0.0 | $42k | 181.00 | 232.04 | |
Tractor Supply Company (TSCO) | 0.0 | $42k | 175.00 | 240.00 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $42k | 250.00 | 168.00 | |
Palo Alto Networks (PANW) | 0.0 | $42k | 75.00 | 560.00 | |
James Hardie Industries SE (JHX) | 0.0 | $41k | 1.0k | 41.00 | |
InvenTrust Properties Corp (IVT) | 0.0 | $40k | 1.5k | 27.10 | |
Cognex Corporation (CGNX) | 0.0 | $40k | 520.00 | 76.92 | |
United Parcel Service (UPS) | 0.0 | $40k | 186.00 | 215.05 | |
Trane Technologies (TT) | 0.0 | $40k | 200.00 | 200.00 | |
Wyndham Hotels And Resorts (WH) | 0.0 | $40k | 448.00 | 89.29 | |
Travelers Companies (TRV) | 0.0 | $39k | 248.00 | 157.26 | |
FedEx Corporation (FDX) | 0.0 | $39k | 150.00 | 260.00 | |
Gabelli Equity Trust (GAB) | 0.0 | $38k | 5.3k | 7.19 | |
Fresenius Medical Care AG & Co. (FMS) | 0.0 | $37k | 1.1k | 32.34 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $37k | 3.7k | 10.00 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $37k | 400.00 | 92.50 | |
Allscripts Healthcare Solutions (MDRX) | 0.0 | $36k | 1.9k | 18.70 | |
Euronet Worldwide (EEFT) | 0.0 | $36k | 300.00 | 120.00 | |
Northern Trust Corporation (NTRS) | 0.0 | $35k | 290.00 | 120.69 | |
Elbit Systems (ESLT) | 0.0 | $35k | 200.00 | 175.00 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $34k | 150.00 | 226.67 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $32k | 520.00 | 61.54 | |
Ishares Tr etf msci usa (ESGU) | 0.0 | $32k | 300.00 | 106.67 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $32k | 373.00 | 85.79 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $32k | 180.00 | 177.78 | |
Alps Etf Tr clean energy (ACES) | 0.0 | $32k | 500.00 | 64.00 | |
Vanguard Health Care ETF (VHT) | 0.0 | $32k | 121.00 | 264.46 | |
Corteva (CTVA) | 0.0 | $32k | 679.00 | 47.13 | |
Newmark Group (NMRK) | 0.0 | $32k | 1.7k | 18.59 | |
Intra Cellular Therapies (ITCI) | 0.0 | $31k | 600.00 | 51.67 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $31k | 830.00 | 37.35 | |
Compass Diversified Holdings (CODI) | 0.0 | $31k | 1.0k | 31.00 | |
Diageo (DEO) | 0.0 | $31k | 143.00 | 216.78 | |
Innovator Etfs Tr s&p 500 buffer (BAPR) | 0.0 | $31k | 927.00 | 33.44 | |
At&t (T) | 0.0 | $29k | 1.2k | 24.33 | |
BlackRock Enhanced Capital and Income (CII) | 0.0 | $29k | 1.3k | 22.31 | |
Etf Managers Tr purefunds ise cy | 0.0 | $29k | 473.00 | 61.31 | |
Allstate Corporation (ALL) | 0.0 | $29k | 250.00 | 116.00 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $29k | 194.00 | 149.48 | |
Getty Realty (GTY) | 0.0 | $28k | 879.00 | 31.85 | |
Oge Energy Corp (OGE) | 0.0 | $28k | 720.00 | 38.89 | |
Archer Daniels Midland Company (ADM) | 0.0 | $28k | 410.00 | 68.29 | |
Travel Leisure Ord (TNL) | 0.0 | $28k | 500.00 | 56.00 | |
CSX Corporation (CSX) | 0.0 | $27k | 711.00 | 37.97 | |
Grupo Aeroportuario del Sureste (ASR) | 0.0 | $27k | 130.00 | 207.69 | |
SPDR S&P Dividend (SDY) | 0.0 | $26k | 200.00 | 130.00 | |
0.0 | $26k | 600.00 | 43.33 | ||
Corenergy Infrastructure Tr (CORRQ) | 0.0 | $26k | 8.3k | 3.13 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $25k | 221.00 | 113.12 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $25k | 60.00 | 416.67 | |
Evolution Petroleum Corporation (EPM) | 0.0 | $25k | 5.0k | 5.00 | |
Simon Property (SPG) | 0.0 | $25k | 155.00 | 161.29 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $25k | 155.00 | 161.29 | |
Eversource Energy (ES) | 0.0 | $24k | 262.00 | 91.60 | |
Royce Value Trust (RVT) | 0.0 | $24k | 1.2k | 20.00 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.0 | $24k | 450.00 | 53.33 | |
Viatris (VTRS) | 0.0 | $23k | 1.7k | 13.52 | |
Ishares Tr genomics immun (IDNA) | 0.0 | $23k | 533.00 | 43.15 | |
Palomar Hldgs (PLMR) | 0.0 | $23k | 350.00 | 65.71 | |
Neenah Paper | 0.0 | $23k | 500.00 | 46.00 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $23k | 200.00 | 115.00 | |
Sanderson Farms | 0.0 | $23k | 119.00 | 193.28 | |
Eaton (ETN) | 0.0 | $23k | 131.00 | 175.57 | |
Motorola Solutions (MSI) | 0.0 | $23k | 85.00 | 270.59 | |
RPM International (RPM) | 0.0 | $23k | 225.00 | 102.22 | |
Principal Financial (PFG) | 0.0 | $22k | 302.00 | 72.85 | |
Ishares Tr msci usavalfct (VLUE) | 0.0 | $22k | 201.00 | 109.45 | |
Boulder Growth & Income Fund (STEW) | 0.0 | $22k | 1.6k | 14.03 | |
Air Products & Chemicals (APD) | 0.0 | $21k | 70.00 | 300.00 | |
AutoZone (AZO) | 0.0 | $21k | 10.00 | 2100.00 | |
NetApp (NTAP) | 0.0 | $21k | 230.00 | 91.30 | |
Adams Express Company (ADX) | 0.0 | $21k | 1.1k | 19.87 | |
Applied Materials (AMAT) | 0.0 | $20k | 130.00 | 153.85 | |
Dentsply Sirona (XRAY) | 0.0 | $20k | 363.00 | 55.10 | |
Chipotle Mexican Grill (CMG) | 0.0 | $19k | 11.00 | 1727.27 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $19k | 317.00 | 59.94 | |
Deciphera Pharmaceuticals (DCPH) | 0.0 | $18k | 1.8k | 9.94 | |
Columbia India Consumer Etf etp (INCO) | 0.0 | $18k | 330.00 | 54.55 | |
H&R Block (HRB) | 0.0 | $18k | 747.00 | 24.10 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $18k | 40.00 | 450.00 | |
Pentair cs (PNR) | 0.0 | $18k | 250.00 | 72.00 | |
First Trust Energy AlphaDEX (FXN) | 0.0 | $17k | 1.4k | 12.14 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $17k | 65.00 | 261.54 | |
Douglas Emmett (DEI) | 0.0 | $17k | 500.00 | 34.00 | |
Airbnb (ABNB) | 0.0 | $17k | 100.00 | 170.00 | |
Advance Auto Parts (AAP) | 0.0 | $17k | 70.00 | 242.86 | |
iShares MSCI Australia Index Fund (EWA) | 0.0 | $17k | 700.00 | 24.29 | |
Capitol Federal Financial (CFFN) | 0.0 | $16k | 1.5k | 11.02 | |
Apa Corporation (APA) | 0.0 | $16k | 600.00 | 26.67 | |
Flowserve Corporation (FLS) | 0.0 | $16k | 525.00 | 30.48 | |
Servicenow (NOW) | 0.0 | $16k | 25.00 | 640.00 | |
Everest Re Group (EG) | 0.0 | $16k | 59.00 | 271.19 | |
Morgan Stanley (MS) | 0.0 | $15k | 155.00 | 96.77 | |
Valero Energy Corporation (VLO) | 0.0 | $15k | 200.00 | 75.00 | |
Telos Corp Md (TLS) | 0.0 | $15k | 1.0k | 15.00 | |
Phillips 66 (PSX) | 0.0 | $15k | 213.00 | 70.42 | |
STMicroelectronics (STM) | 0.0 | $15k | 305.00 | 49.18 | |
Spirit AeroSystems Holdings (SPR) | 0.0 | $15k | 350.00 | 42.86 | |
Growgeneration Corp (GRWG) | 0.0 | $14k | 1.1k | 12.73 | |
International Paper Company (IP) | 0.0 | $14k | 300.00 | 46.67 | |
Corning Incorporated (GLW) | 0.0 | $14k | 377.00 | 37.14 | |
Royal Dutch Shell | 0.0 | $14k | 324.00 | 43.21 | |
Quanta Services (PWR) | 0.0 | $14k | 125.00 | 112.00 | |
Ishares Tr usa min vo (USMV) | 0.0 | $14k | 175.00 | 80.00 | |
Shake Shack Inc cl a (SHAK) | 0.0 | $14k | 200.00 | 70.00 | |
AFLAC Incorporated (AFL) | 0.0 | $14k | 238.00 | 58.82 | |
Ares Capital Corporation (ARCC) | 0.0 | $14k | 643.00 | 21.77 | |
Cardinal Health (CAH) | 0.0 | $13k | 247.00 | 52.63 | |
ICU Medical, Incorporated (ICUI) | 0.0 | $13k | 56.00 | 232.14 | |
Texas Instruments Incorporated (TXN) | 0.0 | $13k | 71.00 | 183.10 | |
Intuit (INTU) | 0.0 | $13k | 20.00 | 650.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $13k | 75.00 | 173.33 | |
Iveric Bio | 0.0 | $13k | 750.00 | 17.33 | |
AstraZeneca (AZN) | 0.0 | $12k | 200.00 | 60.00 | |
Exelon Corporation (EXC) | 0.0 | $12k | 200.00 | 60.00 | |
salesforce (CRM) | 0.0 | $12k | 48.00 | 250.00 | |
Spotify Technology Sa (SPOT) | 0.0 | $12k | 50.00 | 240.00 | |
Enbridge (ENB) | 0.0 | $12k | 296.00 | 40.54 | |
Peloton Interactive Inc cl a (PTON) | 0.0 | $11k | 300.00 | 36.67 | |
Brp Group (BRP) | 0.0 | $11k | 300.00 | 36.67 | |
SJW (SJW) | 0.0 | $11k | 154.00 | 71.43 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $11k | 39.00 | 282.05 | |
J.M. Smucker Company (SJM) | 0.0 | $11k | 80.00 | 137.50 | |
CenterPoint Energy (CNP) | 0.0 | $11k | 400.00 | 27.50 | |
Regional Management (RM) | 0.0 | $11k | 200.00 | 55.00 | |
Draftkings Inc Com Cl A | 0.0 | $11k | 400.00 | 27.50 | |
Accenture (ACN) | 0.0 | $11k | 27.00 | 407.41 | |
Kyndryl Holdings Ord Wi (KD) | 0.0 | $11k | 599.00 | 18.36 | |
Sturm, Ruger & Company (RGR) | 0.0 | $10k | 150.00 | 66.67 | |
Stryker Corporation (SYK) | 0.0 | $10k | 39.00 | 256.41 | |
Penn National Gaming (PENN) | 0.0 | $10k | 200.00 | 50.00 | |
MetLife (MET) | 0.0 | $10k | 160.00 | 62.50 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $10k | 30.00 | 333.33 | |
Leggett & Platt (LEG) | 0.0 | $9.0k | 228.00 | 39.47 | |
Hp (HPQ) | 0.0 | $9.0k | 236.00 | 38.14 | |
Textron (TXT) | 0.0 | $9.0k | 120.00 | 75.00 | |
Mannkind (MNKD) | 0.0 | $9.0k | 2.0k | 4.50 | |
Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $8.0k | 25.00 | 320.00 | |
Pennantpark Floating Rate Capi (PFLT) | 0.0 | $8.0k | 640.00 | 12.50 | |
Snowflake Inc Cl A (SNOW) | 0.0 | $8.0k | 25.00 | 320.00 | |
Cme (CME) | 0.0 | $8.0k | 35.00 | 228.57 | |
Brookfield Infrastructure (BIPC) | 0.0 | $8.0k | 116.00 | 68.97 | |
Transocean (RIG) | 0.0 | $7.0k | 2.5k | 2.80 | |
ProShares Ultra S&P500 (SSO) | 0.0 | $7.0k | 50.00 | 140.00 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.0 | $7.0k | 350.00 | 20.00 | |
Roblox Corp (RBLX) | 0.0 | $7.0k | 70.00 | 100.00 | |
Goldman Sachs (GS) | 0.0 | $7.0k | 17.00 | 411.76 | |
Novartis (NVS) | 0.0 | $7.0k | 75.00 | 93.33 | |
First Business Financial Services (FBIZ) | 0.0 | $6.0k | 200.00 | 30.00 | |
Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $6.0k | 500.00 | 12.00 | |
Nio Inc spon ads (NIO) | 0.0 | $6.0k | 175.00 | 34.29 | |
Williams Companies (WMB) | 0.0 | $6.0k | 234.00 | 25.64 | |
Valley National Ban (VLY) | 0.0 | $5.0k | 340.00 | 14.71 | |
Key (KEY) | 0.0 | $5.0k | 220.00 | 22.73 | |
Merit Medical Systems (MMSI) | 0.0 | $5.0k | 88.00 | 56.82 | |
Ishares Tr s^p aggr all (AOA) | 0.0 | $5.0k | 66.00 | 75.76 | |
Charles Schwab Corporation (SCHW) | 0.0 | $5.0k | 65.00 | 76.92 | |
Interpublic Group of Companies (IPG) | 0.0 | $5.0k | 122.00 | 40.98 | |
LSB Industries (LXU) | 0.0 | $5.0k | 423.00 | 11.82 | |
Plug Power (PLUG) | 0.0 | $4.0k | 150.00 | 26.67 | |
Brown-Forman Corporation (BF.B) | 0.0 | $4.0k | 60.00 | 66.67 | |
Health Care SPDR (XLV) | 0.0 | $4.0k | 26.00 | 153.85 | |
Tyson Foods (TSN) | 0.0 | $4.0k | 42.00 | 95.24 | |
Piper Jaffray Companies (PIPR) | 0.0 | $4.0k | 20.00 | 200.00 | |
Ark Etf Tr fintech innova (ARKF) | 0.0 | $4.0k | 100.00 | 40.00 | |
Dick's Sporting Goods (DKS) | 0.0 | $4.0k | 37.00 | 108.11 | |
Whirlpool Corporation (WHR) | 0.0 | $4.0k | 17.00 | 235.29 | |
Cummins (CMI) | 0.0 | $4.0k | 18.00 | 222.22 | |
Mid-America Apartment (MAA) | 0.0 | $4.0k | 18.00 | 222.22 | |
Schlumberger (SLB) | 0.0 | $4.0k | 145.00 | 27.59 | |
First Industrial Realty Trust (FR) | 0.0 | $4.0k | 57.00 | 70.18 | |
Ribbon Communication (RBBN) | 0.0 | $4.0k | 739.00 | 5.41 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.0k | 172.00 | 17.44 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $3.0k | 202.00 | 14.85 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $3.0k | 73.00 | 41.10 | |
Synchrony Financial (SYF) | 0.0 | $3.0k | 73.00 | 41.10 | |
AES Corporation (AES) | 0.0 | $3.0k | 141.00 | 21.28 | |
Equity Residential (EQR) | 0.0 | $3.0k | 34.00 | 88.24 | |
GlaxoSmithKline | 0.0 | $3.0k | 62.00 | 48.39 | |
Newmont Mining Corporation (NEM) | 0.0 | $3.0k | 50.00 | 60.00 | |
Southern Company (SO) | 0.0 | $3.0k | 50.00 | 60.00 | |
Rockwell Automation (ROK) | 0.0 | $3.0k | 10.00 | 300.00 | |
M.D.C. Holdings (MDC) | 0.0 | $3.0k | 50.00 | 60.00 | |
Gopro (GPRO) | 0.0 | $3.0k | 300.00 | 10.00 | |
Ark Etf Tr innovation etf (ARKK) | 0.0 | $3.0k | 30.00 | 100.00 | |
Gamida Cell (GMDA) | 0.0 | $3.0k | 1.0k | 3.00 | |
Sonoco Products Company (SON) | 0.0 | $3.0k | 51.00 | 58.82 | |
NRG Energy (NRG) | 0.0 | $3.0k | 65.00 | 46.15 | |
Vici Pptys (VICI) | 0.0 | $3.0k | 105.00 | 28.57 | |
Kraft Heinz (KHC) | 0.0 | $2.0k | 48.00 | 41.67 | |
ConAgra Foods (CAG) | 0.0 | $2.0k | 47.00 | 42.55 | |
International Flavors & Fragrances (IFF) | 0.0 | $2.0k | 11.00 | 181.82 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $2.0k | 21.00 | 95.24 | |
Teladoc (TDOC) | 0.0 | $2.0k | 25.00 | 80.00 | |
Truist Financial Corp equities (TFC) | 0.0 | $2.0k | 32.00 | 62.50 | |
Luminar Technologies Inc Com Cl A (LAZR) | 0.0 | $2.0k | 100.00 | 20.00 | |
Organon & Co (OGN) | 0.0 | $2.0k | 50.00 | 40.00 | |
Energy Transfer Equity (ET) | 0.0 | $2.0k | 223.00 | 8.97 | |
Brighthouse Finl (BHF) | 0.0 | $1.0k | 23.00 | 43.48 | |
Compass Minerals International (CMP) | 0.0 | $1.0k | 25.00 | 40.00 | |
Constellation Brands (STZ) | 0.0 | $1.0k | 5.00 | 200.00 | |
Boston Beer Company (SAM) | 0.0 | $1.0k | 2.00 | 500.00 | |
Wabtec Corporation (WAB) | 0.0 | $1.0k | 16.00 | 62.50 | |
3D Systems Corporation (DDD) | 0.0 | $1.0k | 50.00 | 20.00 | |
Global X Fds global x uranium (URA) | 0.0 | $1.0k | 50.00 | 20.00 | |
Worthington Industries (WOR) | 0.0 | $999.999000 | 21.00 | 47.62 | |
Inovio Pharmaceuticals | 0.0 | $999.990000 | 225.00 | 4.44 | |
Kellogg Company (K) | 0.0 | $0 | 7.00 | 0.00 | |
Trinity Biotech | 0.0 | $0 | 100.00 | 0.00 | |
First Savings Financial (FSFG) | 0.0 | $0 | 3.00 | 0.00 | |
Workhorse Group Inc ordinary shares (WKHS) | 0.0 | $0 | 15.00 | 0.00 | |
Canopy Gro | 0.0 | $0 | 19.00 | 0.00 | |
Tilray (TLRY) | 0.0 | $0 | 4.00 | 0.00 |