Bank Julius Baer & Co. Ltd, Zurich as of June 30, 2024
Portfolio Holdings for Bank Julius Baer & Co. Ltd, Zurich
Bank Julius Baer & Co. Ltd, Zurich holds 490 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 7.1 | $1.9B | 3.8M | 485.39 | |
NVIDIA Corporation (NVDA) | 7.1 | $1.8B | 14M | 136.83 | |
Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $1.6B | 8.0M | 196.92 | |
Meta Platforms Cl A (META) | 4.1 | $1.1B | 2.0M | 546.68 | |
Apple (AAPL) | 4.1 | $1.1B | 4.7M | 228.77 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.4 | $894M | 1.5M | 606.34 | |
Amazon (AMZN) | 3.2 | $827M | 3.9M | 210.48 | |
UnitedHealth (UNH) | 2.8 | $738M | 1.3M | 553.41 | |
Eli Lilly & Co. (LLY) | 2.6 | $672M | 686k | 979.27 | |
Mastercard Incorporated Cl A (MA) | 2.0 | $523M | 1.1M | 479.74 | |
Broadcom (AVGO) | 2.0 | $517M | 300k | 1721.18 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $472M | 2.1M | 220.46 | |
Adobe Systems Incorporated (ADBE) | 1.7 | $456M | 758k | 601.42 | |
Intuitive Surgical Com New (ISRG) | 1.6 | $407M | 845k | 480.84 | |
Danaher Corporation (DHR) | 1.4 | $367M | 1.3M | 273.46 | |
Honeywell International (HON) | 1.4 | $356M | 1.5M | 232.82 | |
S&p Global (SPGI) | 1.3 | $342M | 703k | 486.42 | |
Home Depot (HD) | 1.3 | $335M | 890k | 376.30 | |
Johnson & Johnson (JNJ) | 1.3 | $331M | 2.1M | 159.37 | |
Texas Instruments Incorporated (TXN) | 1.2 | $310M | 1.5M | 211.55 | |
Progressive Corporation (PGR) | 1.2 | $310M | 1.4M | 225.86 | |
Cadence Design Systems (CDNS) | 1.2 | $309M | 923k | 334.86 | |
Kla Corp Com New (KLAC) | 1.2 | $302M | 338k | 891.73 | |
Applied Materials (AMAT) | 1.1 | $291M | 1.1M | 255.04 | |
Thermo Fisher Scientific (TMO) | 1.1 | $278M | 461k | 603.20 | |
Oracle Corporation (ORCL) | 1.1 | $276M | 1.8M | 151.43 | |
Analog Devices (ADI) | 1.0 | $261M | 1.1M | 246.61 | |
Netflix (NFLX) | 1.0 | $256M | 350k | 731.93 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $236M | 1.8M | 128.50 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.9 | $233M | 2.2M | 104.22 | |
Caterpillar (CAT) | 0.9 | $233M | 641k | 362.95 | |
Costco Wholesale Corporation (COST) | 0.9 | $223M | 242k | 920.50 | |
Nasdaq Omx (NDAQ) | 0.8 | $214M | 3.3M | 65.62 | |
Coca-Cola Company (KO) | 0.8 | $211M | 3.0M | 69.13 | |
Lauder Estee Cos Cl A (EL) | 0.8 | $199M | 1.7M | 116.72 | |
Lam Research Corporation (LRCX) | 0.8 | $198M | 171k | 1154.17 | |
ConocoPhillips (COP) | 0.7 | $195M | 1.6M | 124.53 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.7 | $192M | 1.2M | 165.79 | |
Exxon Mobil Corporation (XOM) | 0.7 | $190M | 1.5M | 124.30 | |
Intuit (INTU) | 0.7 | $174M | 243k | 714.50 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $162M | 303k | 533.19 | |
Ametek (AME) | 0.6 | $160M | 884k | 181.23 | |
Stryker Corporation (SYK) | 0.6 | $160M | 431k | 370.40 | |
Roper Industries (ROP) | 0.6 | $149M | 244k | 612.10 | |
Arthur J. Gallagher & Co. (AJG) | 0.5 | $144M | 511k | 281.17 | |
Walt Disney Company (DIS) | 0.5 | $137M | 1.3M | 107.45 | |
Nike CL B (NKE) | 0.5 | $137M | 1.7M | 82.50 | |
Fiserv (FI) | 0.5 | $137M | 851k | 160.72 | |
Rockwell Automation (ROK) | 0.5 | $132M | 439k | 300.09 | |
Cme (CME) | 0.5 | $129M | 598k | 215.93 | |
Booking Holdings (BKNG) | 0.5 | $129M | 30k | 4268.46 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $129M | 113k | 1137.54 | |
Merck & Co (MRK) | 0.5 | $128M | 960k | 133.47 | |
Abbott Laboratories (ABT) | 0.5 | $127M | 1.1M | 114.24 | |
Markel Corporation (MKL) | 0.5 | $121M | 71k | 1691.41 | |
Cisco Systems (CSCO) | 0.5 | $120M | 2.3M | 51.31 | |
Union Pacific Corporation (UNP) | 0.4 | $116M | 469k | 246.65 | |
IDEXX Laboratories (IDXX) | 0.4 | $108M | 204k | 529.94 | |
EOG Resources (EOG) | 0.4 | $108M | 797k | 135.37 | |
Microchip Technology (MCHP) | 0.4 | $107M | 1.1M | 97.45 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $106M | 890k | 118.83 | |
Pepsi (PEP) | 0.4 | $105M | 586k | 179.77 | |
Bristol Myers Squibb (BMY) | 0.4 | $105M | 2.3M | 45.07 | |
salesforce (CRM) | 0.4 | $103M | 363k | 284.07 | |
Charles Schwab Corporation (SCHW) | 0.4 | $94M | 1.2M | 79.13 | |
Edwards Lifesciences (EW) | 0.4 | $94M | 934k | 100.57 | |
BlackRock (BLK) | 0.3 | $90M | 105k | 858.07 | |
AFLAC Incorporated (AFL) | 0.3 | $87M | 906k | 96.35 | |
Republic Services (RSG) | 0.3 | $85M | 402k | 210.05 | |
Public Storage (PSA) | 0.3 | $81M | 266k | 306.41 | |
Electronic Arts (EA) | 0.3 | $81M | 543k | 149.00 | |
Chevron Corporation (CVX) | 0.3 | $81M | 477k | 169.66 | |
United Parcel Service CL B (UPS) | 0.3 | $78M | 533k | 146.59 | |
Anthem (ELV) | 0.3 | $73M | 125k | 580.70 | |
Keurig Dr Pepper (KDP) | 0.3 | $69M | 1.9M | 35.66 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $64M | 4.5M | 14.10 | |
Linde SHS (LIN) | 0.2 | $64M | 145k | 438.41 | |
Advanced Micro Devices (AMD) | 0.2 | $59M | 330k | 178.20 | |
Centene Corporation (CNC) | 0.2 | $55M | 778k | 70.96 | |
Gilead Sciences (GILD) | 0.2 | $50M | 686k | 73.51 | |
McDonald's Corporation (MCD) | 0.2 | $49M | 172k | 282.06 | |
Us Bancorp Del Com New (USB) | 0.2 | $48M | 1.1M | 42.44 | |
Procter & Gamble Company (PG) | 0.2 | $47M | 264k | 179.04 | |
Ecolab (ECL) | 0.2 | $45M | 173k | 260.30 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $42M | 94k | 452.72 | |
Synopsys (SNPS) | 0.2 | $42M | 68k | 626.23 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $42M | 355k | 117.59 | |
Motorola Solutions Com New (MSI) | 0.2 | $42M | 102k | 407.82 | |
Deckers Outdoor Corporation (DECK) | 0.1 | $38M | 36k | 1053.82 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $37M | 181k | 203.49 | |
Eaton Corp SHS (ETN) | 0.1 | $35M | 113k | 312.86 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $35M | 335k | 104.91 | |
Servicenow (NOW) | 0.1 | $35M | 43k | 823.46 | |
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $32M | 541k | 59.05 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $31M | 185k | 168.79 | |
First Solar (FSLR) | 0.1 | $30M | 123k | 245.33 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $30M | 96k | 312.40 | |
Arm Holdings Sponsored Ads (ARM) | 0.1 | $30M | 183k | 163.22 | |
Te Connectivity SHS (TEL) | 0.1 | $29M | 193k | 150.41 | |
Visa Com Cl A (V) | 0.1 | $28M | 106k | 264.80 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $28M | 324k | 85.85 | |
Trane Technologies SHS (TT) | 0.1 | $27M | 86k | 314.07 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $27M | 98k | 269.09 | |
Ishares Msci World Etf (URTH) | 0.1 | $26M | 159k | 164.14 | |
Moderna (MRNA) | 0.1 | $26M | 200k | 129.85 | |
Amphenol Corp Cl A (APH) | 0.1 | $26M | 368k | 70.36 | |
Medtronic SHS (MDT) | 0.1 | $26M | 325k | 78.71 | |
Gartner (IT) | 0.1 | $25M | 53k | 468.32 | |
Boston Scientific Corporation (BSX) | 0.1 | $25M | 301k | 81.67 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $24M | 58k | 405.61 | |
Ingersoll Rand (IR) | 0.1 | $23M | 243k | 95.28 | |
Arista Networks (ANET) | 0.1 | $22M | 59k | 379.44 | |
Infosys Sponsored Adr (INFY) | 0.1 | $22M | 1.2M | 18.51 | |
Zoetis Cl A (ZTS) | 0.1 | $21M | 127k | 168.28 | |
Copart (CPRT) | 0.1 | $21M | 364k | 57.66 | |
Marsh & McLennan Companies (MMC) | 0.1 | $21M | 88k | 234.50 | |
Cbre Group Cl A (CBRE) | 0.1 | $19M | 201k | 96.53 | |
Lululemon Athletica (LULU) | 0.1 | $19M | 60k | 320.99 | |
Ferrari Nv Ord (RACE) | 0.1 | $19M | 47k | 408.57 | |
Uber Technologies (UBER) | 0.1 | $19M | 244k | 77.72 | |
Ishares Msci Switzerland (EWL) | 0.1 | $19M | 352k | 53.65 | |
Bwx Technologies (BWXT) | 0.1 | $19M | 191k | 99.13 | |
Fortinet (FTNT) | 0.1 | $18M | 287k | 63.96 | |
Waste Management (WM) | 0.1 | $18M | 87k | 209.10 | |
Deere & Company (DE) | 0.1 | $18M | 46k | 395.85 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $18M | 29k | 613.22 | |
Pfizer (PFE) | 0.1 | $17M | 558k | 30.78 | |
Ishares Jp Mrg Em Crp Bd (CEMB) | 0.1 | $17M | 348k | 49.30 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $17M | 112k | 152.75 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $17M | 173k | 98.47 | |
Alcon Ord Shs (ALC) | 0.1 | $17M | 191k | 89.06 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $17M | 169k | 98.08 | |
Illinois Tool Works (ITW) | 0.1 | $17M | 64k | 259.42 | |
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $16M | 202k | 80.10 | |
Citigroup Com New (C) | 0.1 | $16M | 228k | 70.62 | |
At&t (T) | 0.1 | $16M | 740k | 21.03 | |
Canadian Pacific Kansas City (CP) | 0.1 | $15M | 194k | 78.75 | |
Micron Technology (MU) | 0.1 | $15M | 105k | 137.97 | |
Ishares Msci Em Asia Etf (EEMA) | 0.1 | $14M | 179k | 80.66 | |
Ubs Group SHS (UBS) | 0.1 | $14M | 488k | 29.42 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $14M | 80k | 179.38 | |
Ishares Tr Core Msci Euro (IEUR) | 0.1 | $14M | 225k | 63.38 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $14M | 287k | 48.89 | |
Nextera Energy (NEE) | 0.1 | $14M | 179k | 77.68 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $14M | 28k | 500.13 | |
Iqvia Holdings (IQV) | 0.1 | $14M | 63k | 220.71 | |
SYSCO Corporation (SYY) | 0.1 | $13M | 180k | 74.50 | |
Toll Brothers (TOL) | 0.1 | $13M | 104k | 128.18 | |
Dex (DXCM) | 0.0 | $12M | 101k | 118.46 | |
Automatic Data Processing (ADP) | 0.0 | $12M | 45k | 261.15 | |
Icon SHS (ICLR) | 0.0 | $11M | 37k | 313.47 | |
Ishares Tr Bb Rat Corp Bd (HYBB) | 0.0 | $11M | 214k | 51.21 | |
Corteva (CTVA) | 0.0 | $11M | 191k | 57.03 | |
Amgen (AMGN) | 0.0 | $11M | 36k | 300.50 | |
Darden Restaurants (DRI) | 0.0 | $10M | 66k | 158.03 | |
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $10M | 136k | 75.94 | |
Qualcomm (QCOM) | 0.0 | $9.8M | 45k | 220.13 | |
Tesla Motors (TSLA) | 0.0 | $9.2M | 42k | 220.21 | |
Ptc (PTC) | 0.0 | $9.0M | 47k | 190.94 | |
Celestica (CLS) | 0.0 | $8.8M | 154k | 57.33 | |
Equinix (EQIX) | 0.0 | $8.8M | 11k | 826.36 | |
Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $8.7M | 212k | 41.23 | |
Altria (MO) | 0.0 | $8.6M | 181k | 47.74 | |
Fair Isaac Corporation (FICO) | 0.0 | $8.6M | 5.5k | 1553.80 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $7.9M | 280k | 28.19 | |
Logitech Intl S A SHS (LOGI) | 0.0 | $7.7M | 80k | 96.69 | |
Emerson Electric (EMR) | 0.0 | $7.4M | 63k | 118.49 | |
Starbucks Corporation (SBUX) | 0.0 | $7.4M | 85k | 86.64 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $7.4M | 62k | 119.21 | |
CF Industries Holdings (CF) | 0.0 | $7.3M | 94k | 77.47 | |
Intel Corporation (INTC) | 0.0 | $7.2M | 209k | 34.47 | |
Live Nation Entertainment (LYV) | 0.0 | $6.8M | 70k | 97.73 | |
Abbvie (ABBV) | 0.0 | $6.8M | 36k | 187.73 | |
Marvell Technology (MRVL) | 0.0 | $6.7M | 90k | 74.77 | |
Molson Coors Beverage CL B (TAP) | 0.0 | $6.6M | 117k | 56.57 | |
Darling International (DAR) | 0.0 | $6.1M | 158k | 38.34 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.9M | 14k | 435.27 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $5.8M | 65k | 89.17 | |
Xylem (XYL) | 0.0 | $5.5M | 41k | 134.63 | |
Ishares Msci Eurzone Etf (EZU) | 0.0 | $5.4M | 100k | 54.34 | |
Robert Half International (RHI) | 0.0 | $5.4M | 76k | 71.20 | |
Palo Alto Networks (PANW) | 0.0 | $5.2M | 14k | 377.28 | |
CRH Ord (CRH) | 0.0 | $5.0M | 69k | 73.13 | |
FedEx Corporation (FDX) | 0.0 | $4.9M | 15k | 333.67 | |
Monolithic Power Systems (MPWR) | 0.0 | $4.8M | 6.7k | 718.56 | |
Hershey Company (HSY) | 0.0 | $4.8M | 24k | 198.80 | |
Parker-Hannifin Corporation (PH) | 0.0 | $4.7M | 8.4k | 559.21 | |
Paypal Holdings (PYPL) | 0.0 | $4.6M | 72k | 64.58 | |
Aptiv SHS (APTV) | 0.0 | $4.6M | 66k | 70.42 | |
Verizon Communications (VZ) | 0.0 | $4.5M | 108k | 41.54 | |
BorgWarner (BWA) | 0.0 | $4.5M | 125k | 35.88 | |
Pentair SHS (PNR) | 0.0 | $4.4M | 59k | 76.03 | |
Verisk Analytics (VRSK) | 0.0 | $4.4M | 17k | 259.70 | |
Ishares Tr Msci Usa Value (VLUE) | 0.0 | $4.0M | 35k | 115.14 | |
International Business Machines (IBM) | 0.0 | $3.7M | 19k | 192.47 | |
Cheniere Energy Com New (LNG) | 0.0 | $3.3M | 17k | 194.56 | |
Hca Holdings (HCA) | 0.0 | $3.3M | 9.2k | 357.53 | |
Trimble Navigation (TRMB) | 0.0 | $3.1M | 49k | 62.23 | |
Trex Company (TREX) | 0.0 | $3.0M | 36k | 82.49 | |
Newmont Mining Corporation (NEM) | 0.0 | $3.0M | 64k | 46.60 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $2.7M | 19k | 144.26 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $2.4M | 24k | 102.14 | |
Coinbase Global Com Cl A (COIN) | 0.0 | $2.3M | 9.5k | 247.32 | |
Church & Dwight (CHD) | 0.0 | $2.3M | 20k | 115.38 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.3M | 9.6k | 239.28 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.2M | 47k | 47.40 | |
Snowflake Cl A (SNOW) | 0.0 | $2.2M | 15k | 150.34 | |
Sempra Energy (SRE) | 0.0 | $2.2M | 30k | 71.25 | |
Constellation Brands Cl A (STZ) | 0.0 | $2.1M | 7.3k | 286.31 | |
Bank of America Corporation (BAC) | 0.0 | $2.1M | 47k | 44.26 | |
Carrier Global Corporation (CARR) | 0.0 | $2.0M | 29k | 70.20 | |
Ansys (ANSS) | 0.0 | $2.0M | 5.6k | 357.76 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.9M | 18k | 108.03 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $1.9M | 32k | 59.57 | |
Hologic (HOLX) | 0.0 | $1.7M | 20k | 82.63 | |
Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $1.6M | 32k | 51.79 | |
3M Company (MMM) | 0.0 | $1.6M | 14k | 113.72 | |
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $1.6M | 51k | 30.54 | |
Mosaic (MOS) | 0.0 | $1.6M | 49k | 32.16 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $1.4M | 14k | 103.17 | |
Cloudflare Cl A Com (NET) | 0.0 | $1.4M | 15k | 92.18 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $1.4M | 30k | 44.77 | |
Moody's Corporation (MCO) | 0.0 | $1.3M | 2.9k | 468.42 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.3M | 15k | 91.61 | |
Spdr Index Shs Fds Asia Pacif Etf (GMF) | 0.0 | $1.3M | 11k | 123.98 | |
Datadog Cl A Com (DDOG) | 0.0 | $1.2M | 8.3k | 144.33 | |
Wal-Mart Stores (WMT) | 0.0 | $1.2M | 18k | 65.70 | |
Franklin Templeton Etf Tr Frankln Swzlnd (FLSW) | 0.0 | $1.2M | 32k | 37.00 | |
Jack Henry & Associates (JKHY) | 0.0 | $1.2M | 6.5k | 179.56 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.1M | 9.1k | 125.05 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.1M | 20k | 57.02 | |
Simon Property (SPG) | 0.0 | $1.1M | 6.6k | 168.93 | |
General Motors Company (GM) | 0.0 | $1.1M | 22k | 51.70 | |
Alcoa (AA) | 0.0 | $1.1M | 25k | 44.27 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $1.1M | 40k | 27.25 | |
Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $1.1M | 19k | 54.81 | |
Cigna Corp (CI) | 0.0 | $1.0M | 2.8k | 367.82 | |
Block Cl A (SQ) | 0.0 | $1.0M | 14k | 71.77 | |
Tetra Tech (TTEK) | 0.0 | $1.0M | 4.5k | 227.55 | |
Ge Aerospace Com New (GE) | 0.0 | $981k | 5.5k | 176.91 | |
Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $976k | 25k | 39.66 | |
Spdr Ser Tr Bloomberg Intl (IBND) | 0.0 | $900k | 28k | 31.96 | |
Transmedics Group (TMDX) | 0.0 | $882k | 5.3k | 167.62 | |
TJX Companies (TJX) | 0.0 | $881k | 7.2k | 122.52 | |
Axcelis Technologies Com New (ACLS) | 0.0 | $873k | 5.5k | 158.23 | |
Rbc Cad (RY) | 0.0 | $870k | 9.1k | 95.65 | |
Samsara Com Cl A (IOT) | 0.0 | $866k | 23k | 37.50 | |
Prologis (PLD) | 0.0 | $858k | 6.8k | 126.50 | |
Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $816k | 19k | 42.97 | |
Hilton Worldwide Holdings (HLT) | 0.0 | $784k | 3.2k | 242.82 | |
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $783k | 23k | 33.45 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $773k | 4.8k | 162.22 | |
Albemarle Corporation (ALB) | 0.0 | $763k | 7.2k | 106.30 | |
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $745k | 6.6k | 112.08 | |
Arcturus Therapeutics Hldg I (ARCT) | 0.0 | $739k | 27k | 27.10 | |
Tractor Supply Company (TSCO) | 0.0 | $704k | 2.4k | 291.03 | |
IDEX Corporation (IEX) | 0.0 | $696k | 3.1k | 223.92 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $660k | 9.9k | 66.65 | |
Cardinal Health (CAH) | 0.0 | $650k | 6.5k | 99.88 | |
Colgate-Palmolive Company (CL) | 0.0 | $631k | 5.8k | 107.99 | |
Sentinelone Cl A (S) | 0.0 | $619k | 26k | 23.43 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $619k | 4.5k | 137.77 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $612k | 1.00 | 612240.00 | |
Toast Cl A (TOST) | 0.0 | $603k | 21k | 28.68 | |
Digitalocean Hldgs (DOCN) | 0.0 | $590k | 15k | 38.67 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $588k | 7.8k | 75.68 | |
Lattice Semiconductor (LSCC) | 0.0 | $573k | 8.9k | 64.54 | |
Kraft Heinz (KHC) | 0.0 | $563k | 16k | 35.86 | |
Chipotle Mexican Grill (CMG) | 0.0 | $546k | 7.8k | 69.72 | |
American Water Works (AWK) | 0.0 | $543k | 3.8k | 143.76 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $540k | 11k | 48.91 | |
Ishares Msci France Etf (EWQ) | 0.0 | $525k | 13k | 42.04 | |
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $516k | 8.7k | 59.25 | |
Confluent Class A Com (CFLT) | 0.0 | $510k | 16k | 32.86 | |
T. Rowe Price (TROW) | 0.0 | $508k | 4.0k | 128.34 | |
Ishares Msci Cda Etf (EWC) | 0.0 | $490k | 12k | 41.28 | |
American Express Company (AXP) | 0.0 | $479k | 1.9k | 257.74 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $478k | 6.6k | 72.82 | |
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $475k | 8.5k | 55.68 | |
Cummins (CMI) | 0.0 | $474k | 1.5k | 308.21 | |
Ishares Tr Us Infrastruc (IFRA) | 0.0 | $449k | 9.6k | 46.87 | |
Lennar Corp Cl A (LEN) | 0.0 | $448k | 2.7k | 166.77 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $439k | 1.9k | 225.74 | |
Dell Technologies CL C (DELL) | 0.0 | $439k | 2.9k | 153.48 | |
A. O. Smith Corporation (AOS) | 0.0 | $433k | 4.8k | 91.02 | |
Nrg Energy Com New (NRG) | 0.0 | $433k | 6.5k | 66.62 | |
Goldman Sachs (GS) | 0.0 | $432k | 859.00 | 503.39 | |
Essex Property Trust (ESS) | 0.0 | $420k | 1.7k | 251.47 | |
Vici Pptys (VICI) | 0.0 | $411k | 14k | 29.75 | |
Dollar General (DG) | 0.0 | $402k | 1.9k | 207.46 | |
Essential Utils (WTRG) | 0.0 | $399k | 9.6k | 41.54 | |
Sun Communities (SUI) | 0.0 | $394k | 3.1k | 127.54 | |
Mid-America Apartment (MAA) | 0.0 | $387k | 2.9k | 135.29 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $386k | 9.9k | 38.82 | |
Invitation Homes (INVH) | 0.0 | $379k | 11k | 35.93 | |
Becton, Dickinson and (BDX) | 0.0 | $378k | 1.5k | 260.07 | |
Hartford Financial Services (HIG) | 0.0 | $371k | 3.3k | 111.90 | |
Pure Storage Cl A (PSTG) | 0.0 | $368k | 5.1k | 71.46 | |
American Tower Reit (AMT) | 0.0 | $365k | 1.7k | 216.34 | |
AGCO Corporation (AGCO) | 0.0 | $355k | 3.5k | 102.21 | |
Realty Income (O) | 0.0 | $353k | 6.4k | 55.31 | |
Marathon Petroleum Corp (MPC) | 0.0 | $342k | 1.8k | 193.10 | |
AvalonBay Communities (AVB) | 0.0 | $342k | 1.8k | 195.44 | |
Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $341k | 17k | 19.94 | |
Regency Centers Corporation (REG) | 0.0 | $340k | 5.5k | 62.39 | |
Target Corporation (TGT) | 0.0 | $340k | 2.1k | 164.79 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $338k | 26k | 12.85 | |
American Intl Group Com New (AIG) | 0.0 | $338k | 4.1k | 82.62 | |
Itron (ITRI) | 0.0 | $337k | 3.1k | 110.14 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $331k | 6.1k | 54.08 | |
W.R. Berkley Corporation (WRB) | 0.0 | $326k | 3.7k | 87.44 | |
Docusign (DOCU) | 0.0 | $323k | 5.4k | 59.54 | |
Advanced Drain Sys Inc Del (WMS) | 0.0 | $321k | 1.8k | 178.51 | |
Paccar (PCAR) | 0.0 | $321k | 2.8k | 114.55 | |
Paychex (PAYX) | 0.0 | $320k | 2.4k | 131.94 | |
D.R. Horton (DHI) | 0.0 | $320k | 2.0k | 156.85 | |
Phillips 66 (PSX) | 0.0 | $316k | 2.0k | 157.12 | |
Pulte (PHM) | 0.0 | $312k | 2.5k | 122.54 | |
FactSet Research Systems (FDS) | 0.0 | $310k | 683.00 | 454.06 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $307k | 5.4k | 56.86 | |
Intercontinental Exchange (ICE) | 0.0 | $297k | 1.9k | 152.32 | |
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $292k | 1.8k | 164.15 | |
Extra Space Storage (EXR) | 0.0 | $286k | 1.8k | 155.84 | |
Arch Cap Group Ord (ACGL) | 0.0 | $285k | 3.1k | 91.48 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $282k | 2.2k | 128.25 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $280k | 855.00 | 327.76 | |
Nucor Corporation (NUE) | 0.0 | $277k | 1.6k | 175.94 | |
Rambus (RMBS) | 0.0 | $276k | 4.2k | 65.39 | |
Expeditors International of Washington (EXPD) | 0.0 | $272k | 2.1k | 127.36 | |
Otis Worldwide Corp (OTIS) | 0.0 | $268k | 2.5k | 107.11 | |
Hashicorp Com Cl A (HCP) | 0.0 | $264k | 7.1k | 37.49 | |
Welltower Inc Com reit (WELL) | 0.0 | $260k | 2.8k | 92.80 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $253k | 5.5k | 45.75 | |
Ishares Tr Global Tech Etf (IXN) | 0.0 | $251k | 2.7k | 93.23 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $242k | 3.5k | 68.19 | |
Equity Residential Sh Ben Int (EQR) | 0.0 | $239k | 3.6k | 66.95 | |
Raytheon Technologies Corp (RTX) | 0.0 | $238k | 2.1k | 111.72 | |
Dow (DOW) | 0.0 | $237k | 4.0k | 59.03 | |
Generac Holdings (GNRC) | 0.0 | $229k | 1.6k | 147.10 | |
Crown Castle Intl (CCI) | 0.0 | $221k | 2.1k | 106.61 | |
Biogen Idec (BIIB) | 0.0 | $220k | 853.00 | 257.92 | |
Fastenal Company (FAST) | 0.0 | $220k | 3.1k | 69.93 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $217k | 1.2k | 182.84 | |
Msci (MSCI) | 0.0 | $211k | 394.00 | 535.58 | |
Ishares Tr Core Msci Total (IXUS) | 0.0 | $208k | 2.8k | 75.19 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $204k | 8.7k | 23.56 | |
Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $202k | 2.0k | 102.87 | |
Morgan Stanley Com New (MS) | 0.0 | $202k | 1.9k | 108.18 | |
Ishares Tr Msci China Etf (MCHI) | 0.0 | $200k | 4.3k | 46.93 | |
Henry Schein (HSIC) | 0.0 | $192k | 2.7k | 71.33 | |
Sherwin-Williams Company (SHW) | 0.0 | $191k | 576.00 | 331.98 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $190k | 3.6k | 52.80 | |
Dupont De Nemours (DD) | 0.0 | $189k | 2.1k | 89.56 | |
Ishares Intl High Yield (HYXU) | 0.0 | $186k | 3.4k | 54.34 | |
Ge Vernova (GEV) | 0.0 | $175k | 917.00 | 190.91 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $172k | 5.8k | 29.57 | |
Onto Innovation (ONTO) | 0.0 | $168k | 687.00 | 244.32 | |
Regal-beloit Corporation (RRX) | 0.0 | $166k | 1.1k | 150.43 | |
CoStar (CSGP) | 0.0 | $163k | 1.9k | 87.68 | |
Mettler-Toledo International (MTD) | 0.0 | $162k | 104.00 | 1559.30 | |
ON Semiconductor (ON) | 0.0 | $159k | 2.1k | 76.27 | |
Dover Corporation (DOV) | 0.0 | $157k | 782.00 | 200.81 | |
Archer Daniels Midland Company (ADM) | 0.0 | $157k | 2.3k | 67.27 | |
Align Technology (ALGN) | 0.0 | $153k | 625.00 | 245.23 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $143k | 566.00 | 251.81 | |
AES Corporation (AES) | 0.0 | $141k | 7.2k | 19.55 | |
Ishares Msci Sth Kor Etf (EWY) | 0.0 | $140k | 1.9k | 73.56 | |
General Mills (GIS) | 0.0 | $138k | 2.0k | 70.39 | |
Klaviyo Com Ser A (KVYO) | 0.0 | $132k | 4.8k | 27.70 | |
Reddit Cl A (RDDT) | 0.0 | $128k | 1.8k | 71.11 | |
Digital Realty Trust (DLR) | 0.0 | $123k | 728.00 | 169.17 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $115k | 1.8k | 65.13 | |
Tyler Technologies (TYL) | 0.0 | $115k | 206.00 | 558.91 | |
Gentex Corporation (GNTX) | 0.0 | $113k | 3.0k | 37.51 | |
Badger Meter (BMI) | 0.0 | $112k | 539.00 | 207.44 | |
Solventum Corp Com Shs (SOLV) | 0.0 | $112k | 1.9k | 58.86 | |
Canadian Solar (CSIQ) | 0.0 | $110k | 5.7k | 19.40 | |
Lindsay Corporation (LNN) | 0.0 | $104k | 764.00 | 136.71 | |
Oaktree Specialty Lending Corp (OCSL) | 0.0 | $103k | 4.9k | 20.93 | |
MercadoLibre (MELI) | 0.0 | $102k | 56.00 | 1819.45 | |
Labcorp Holdings Com Shs (LH) | 0.0 | $100k | 440.00 | 226.63 | |
Kinsale Cap Group (KNSL) | 0.0 | $99k | 231.00 | 428.64 | |
InterDigital (IDCC) | 0.0 | $98k | 756.00 | 129.66 | |
Global X Fds S&p 500 Catholic (CATH) | 0.0 | $98k | 1.3k | 72.75 | |
Fortive (FTV) | 0.0 | $97k | 1.2k | 82.44 | |
Travelers Companies (TRV) | 0.0 | $97k | 430.00 | 226.03 | |
Unity Software (U) | 0.0 | $97k | 5.3k | 18.10 | |
Sprout Social Com Cl A (SPT) | 0.0 | $97k | 2.4k | 39.71 | |
Ishares Tr Msci Jp Value (EWJV) | 0.0 | $96k | 2.7k | 35.45 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $95k | 2.0k | 47.01 | |
Philip Morris International (PM) | 0.0 | $91k | 810.00 | 112.78 | |
Incyte Corporation (INCY) | 0.0 | $91k | 1.3k | 67.45 | |
Ishares Bitcoin Tr SHS (IBIT) | 0.0 | $90k | 2.4k | 37.98 | |
Expedia Group Com New (EXPE) | 0.0 | $90k | 639.00 | 140.15 | |
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $89k | 878.00 | 101.79 | |
Hubspot (HUBS) | 0.0 | $89k | 136.00 | 654.83 | |
Manhattan Associates (MANH) | 0.0 | $87k | 315.00 | 274.87 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $87k | 201.00 | 430.24 | |
Kinder Morgan (KMI) | 0.0 | $86k | 3.9k | 22.12 | |
Organon & Co Common Stock (OGN) | 0.0 | $86k | 3.7k | 23.04 | |
AECOM Technology Corporation (ACM) | 0.0 | $86k | 872.00 | 98.04 | |
Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $84k | 3.2k | 26.14 | |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $82k | 3.7k | 22.26 | |
Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $82k | 6.6k | 12.36 | |
Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $79k | 3.2k | 24.88 | |
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.0 | $77k | 2.1k | 37.32 | |
Houlihan Lokey Cl A (HLI) | 0.0 | $76k | 509.00 | 149.96 | |
Match Group (MTCH) | 0.0 | $76k | 2.2k | 33.81 | |
American States Water Company (AWR) | 0.0 | $76k | 935.00 | 80.79 | |
MarketAxess Holdings (MKTX) | 0.0 | $75k | 337.00 | 223.41 | |
Boeing Company (BA) | 0.0 | $75k | 369.00 | 202.40 | |
Core & Main Cl A (CNM) | 0.0 | $74k | 1.4k | 54.48 | |
Paycom Software (PAYC) | 0.0 | $74k | 463.00 | 159.15 | |
Cbiz (CBZ) | 0.0 | $73k | 882.00 | 82.50 | |
Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $73k | 1.3k | 54.81 | |
Martin Marietta Materials (MLM) | 0.0 | $73k | 120.00 | 605.00 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $71k | 1.6k | 43.18 | |
Howmet Aerospace (HWM) | 0.0 | $71k | 820.00 | 86.43 | |
Myr (MYRG) | 0.0 | $69k | 458.00 | 150.93 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $69k | 674.00 | 102.16 | |
Mongodb Cl A (MDB) | 0.0 | $68k | 245.00 | 278.52 | |
Elf Beauty (ELF) | 0.0 | $67k | 288.00 | 234.13 | |
CVS Caremark Corporation (CVS) | 0.0 | $67k | 1.0k | 65.74 | |
Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $67k | 2.9k | 23.41 | |
Global X Fds Global X Uranium (URA) | 0.0 | $66k | 2.0k | 32.22 | |
Sprouts Fmrs Mkt (SFM) | 0.0 | $65k | 701.00 | 93.09 | |
CBOE Holdings (CBOE) | 0.0 | $65k | 344.00 | 189.33 | |
Hasbro (HAS) | 0.0 | $64k | 988.00 | 65.13 | |
Bio-techne Corporation (TECH) | 0.0 | $63k | 793.00 | 79.69 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $63k | 899.00 | 70.11 | |
Texas Roadhouse (TXRH) | 0.0 | $63k | 329.00 | 191.02 | |
Cleveland-cliffs (CLF) | 0.0 | $62k | 3.6k | 17.13 | |
Regions Financial Corporation (RF) | 0.0 | $62k | 2.8k | 22.30 | |
Sba Communications Corp Cl A (SBAC) | 0.0 | $61k | 279.00 | 218.11 | |
Dynatrace Com New (DT) | 0.0 | $60k | 1.2k | 49.78 | |
Bruker Corporation (BRKR) | 0.0 | $60k | 840.00 | 71.02 | |
Quanta Services (PWR) | 0.0 | $57k | 202.00 | 283.01 | |
Rollins (ROL) | 0.0 | $57k | 1.0k | 54.32 | |
Edgewell Pers Care (EPC) | 0.0 | $51k | 1.1k | 44.71 | |
Smucker J M Com New (SJM) | 0.0 | $50k | 415.00 | 121.39 | |
International Paper Company (IP) | 0.0 | $50k | 1.0k | 48.02 | |
Parsons Corporation (PSN) | 0.0 | $49k | 542.00 | 91.01 | |
HEICO Corporation (HEI) | 0.0 | $49k | 198.00 | 248.45 | |
Builders FirstSource (BLDR) | 0.0 | $48k | 313.00 | 153.88 | |
Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $47k | 1.8k | 25.85 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $46k | 106.00 | 435.89 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $46k | 503.00 | 90.90 | |
Juniper Networks (JNPR) | 0.0 | $45k | 1.1k | 40.59 | |
Ishares Tr Europe Etf (IEV) | 0.0 | $45k | 736.00 | 60.87 | |
Kellogg Company (K) | 0.0 | $44k | 692.00 | 64.18 | |
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $44k | 964.00 | 45.83 | |
Twilio Cl A (TWLO) | 0.0 | $43k | 674.00 | 63.22 | |
Ishares Tr Global Energ Etf (IXC) | 0.0 | $42k | 899.00 | 46.17 | |
Plug Power Com New (PLUG) | 0.0 | $40k | 16k | 2.59 | |
Kroger (KR) | 0.0 | $39k | 710.00 | 55.55 | |
Hubbell (HUBB) | 0.0 | $38k | 93.00 | 408.69 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $35k | 810.00 | 43.56 | |
Akamai Technologies (AKAM) | 0.0 | $35k | 348.00 | 100.17 | |
Corning Incorporated (GLW) | 0.0 | $35k | 801.00 | 43.26 | |
Brown Forman Corp CL B (BF.B) | 0.0 | $34k | 716.00 | 48.07 | |
Luminar Technologies Com Cl A (LAZR) | 0.0 | $34k | 21k | 1.66 | |
Franklin Templeton Etf Tr Franklin India (FLIN) | 0.0 | $34k | 764.00 | 44.35 | |
Ford Motor Company (F) | 0.0 | $33k | 2.4k | 13.96 | |
Ishares Msci Taiwan Etf (EWT) | 0.0 | $32k | 537.00 | 60.30 | |
Domino's Pizza (DPZ) | 0.0 | $31k | 54.00 | 573.91 | |
Allegheny Technologies Incorporated (ATI) | 0.0 | $28k | 450.00 | 61.68 | |
Peak (DOC) | 0.0 | $27k | 1.3k | 21.81 | |
Medicinova Com New (MNOV) | 0.0 | $27k | 17k | 1.60 | |
Fluor Corporation (FLR) | 0.0 | $24k | 494.00 | 48.48 | |
Okta Cl A (OKTA) | 0.0 | $19k | 180.00 | 104.01 | |
Ishares Msci Turkey Etf (TUR) | 0.0 | $18k | 392.00 | 46.73 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $17k | 594.00 | 29.27 | |
Tilray (TLRY) | 0.0 | $16k | 8.8k | 1.85 | |
Sl Green Realty Corp (SLG) | 0.0 | $16k | 247.00 | 63.06 | |
Hp (HPQ) | 0.0 | $15k | 379.00 | 38.99 | |
Halliburton Company (HAL) | 0.0 | $15k | 391.00 | 37.62 | |
Air Products & Chemicals (APD) | 0.0 | $15k | 51.00 | 288.39 | |
Super Micro Computer (SMCI) | 0.0 | $12k | 13.00 | 890.31 | |
Roku Com Cl A (ROKU) | 0.0 | $7.8k | 117.00 | 66.66 | |
Humana (HUM) | 0.0 | $5.6k | 13.00 | 431.62 | |
Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $5.6k | 702.00 | 7.97 | |
Sofi Technologies (SOFI) | 0.0 | $5.3k | 720.00 | 7.35 | |
Dxc Technology (DXC) | 0.0 | $3.6k | 169.00 | 21.26 | |
Fastly Cl A (FSLY) | 0.0 | $3.0k | 360.00 | 8.20 | |
3-d Sys Corp Del Com New (DDD) | 0.0 | $2.6k | 764.00 | 3.41 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.3k | 26.00 | 86.88 | |
American Airls (AAL) | 0.0 | $1.7k | 135.00 | 12.59 | |
Peloton Interactive Cl A Com (PTON) | 0.0 | $1.0k | 270.00 | 3.75 | |
PPL Corporation (PPL) | 0.0 | $136.000000 | 4.00 | 34.00 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $0 | 0 | 0.00 |