Bragg Financial Advisors as of March 31, 2022
Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 313 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 2.9 | $50M | 161k | 308.31 | |
Apple (AAPL) | 2.8 | $47M | 271k | 174.61 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.0 | $35M | 200k | 175.94 | |
Servisfirst Bancshares (SFBS) | 1.7 | $30M | 311k | 95.29 | |
Alphabet Cap Stk Cl C (GOOG) | 1.6 | $27M | 9.7k | 2793.07 | |
American Equity Investment Life Holding | 1.5 | $25M | 627k | 39.91 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $22M | 87k | 248.13 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.2 | $21M | 142k | 149.67 | |
Applied Materials (AMAT) | 1.2 | $21M | 159k | 131.80 | |
Synaptics, Incorporated (SYNA) | 1.2 | $20M | 100k | 199.50 | |
Amazon (AMZN) | 1.1 | $20M | 6.0k | 3259.88 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $19M | 376k | 51.55 | |
American Express Company (AXP) | 1.1 | $19M | 103k | 187.00 | |
Danaher Corporation (DHR) | 1.1 | $19M | 65k | 293.33 | |
UnitedHealth (UNH) | 1.1 | $19M | 37k | 509.96 | |
McDonald's Corporation (MCD) | 1.1 | $19M | 75k | 247.28 | |
Oracle Corporation (ORCL) | 1.1 | $18M | 220k | 82.73 | |
Home Depot (HD) | 1.1 | $18M | 60k | 299.34 | |
MasTec (MTZ) | 1.1 | $18M | 207k | 87.10 | |
Fabrinet SHS (FN) | 1.0 | $18M | 171k | 105.13 | |
Horace Mann Educators Corporation (HMN) | 1.0 | $18M | 427k | 41.83 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $18M | 80k | 222.81 | |
Vanguard Index Fds Value Etf (VTV) | 1.0 | $17M | 118k | 147.78 | |
Cisco Systems (CSCO) | 1.0 | $17M | 306k | 55.76 | |
CNO Financial (CNO) | 1.0 | $17M | 657k | 25.09 | |
InterDigital (IDCC) | 0.9 | $16M | 254k | 63.80 | |
Ameriprise Financial (AMP) | 0.9 | $16M | 53k | 300.36 | |
SYNNEX Corporation (SNX) | 0.9 | $16M | 153k | 103.21 | |
Rli (RLI) | 0.9 | $16M | 141k | 110.63 | |
Texas Instruments Incorporated (TXN) | 0.9 | $16M | 85k | 183.48 | |
Union Pacific Corporation (UNP) | 0.9 | $15M | 56k | 273.21 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $15M | 254k | 59.74 | |
Johnson & Johnson (JNJ) | 0.9 | $15M | 84k | 177.23 | |
Walt Disney Company (DIS) | 0.8 | $15M | 106k | 137.16 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $15M | 43k | 337.23 | |
Vanguard Index Fds Growth Etf (VUG) | 0.8 | $14M | 49k | 287.61 | |
Msc Indl Direct Cl A (MSM) | 0.8 | $14M | 164k | 85.21 | |
Intel Corporation (INTC) | 0.8 | $14M | 281k | 49.56 | |
Procter & Gamble Company (PG) | 0.8 | $14M | 91k | 152.80 | |
T. Rowe Price (TROW) | 0.8 | $14M | 91k | 151.19 | |
Becton, Dickinson and (BDX) | 0.8 | $14M | 52k | 266.00 | |
South Jersey Industries | 0.8 | $14M | 394k | 34.55 | |
Eaton Corp SHS (ETN) | 0.8 | $14M | 89k | 151.76 | |
Amgen (AMGN) | 0.8 | $13M | 56k | 241.82 | |
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.8 | $13M | 94k | 141.19 | |
New Jersey Resources Corporation (NJR) | 0.8 | $13M | 289k | 45.86 | |
Wal-Mart Stores (WMT) | 0.7 | $13M | 86k | 148.91 | |
Costco Wholesale Corporation (COST) | 0.7 | $13M | 22k | 575.84 | |
Schweitzer-Mauduit International (MATV) | 0.7 | $13M | 464k | 27.50 | |
Pfizer (PFE) | 0.7 | $13M | 245k | 51.77 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $13M | 93k | 136.32 | |
Abbvie (ABBV) | 0.7 | $13M | 78k | 162.11 | |
Merck & Co (MRK) | 0.7 | $12M | 150k | 82.05 | |
Concentrix Corp (CNXC) | 0.7 | $12M | 73k | 166.56 | |
CSG Systems International (CSGS) | 0.7 | $12M | 191k | 63.57 | |
Corning Incorporated (GLW) | 0.7 | $12M | 326k | 36.91 | |
Oshkosh Corporation (OSK) | 0.7 | $12M | 116k | 100.65 | |
Abbott Laboratories (ABT) | 0.7 | $12M | 98k | 118.36 | |
Raytheon Technologies Corp (RTX) | 0.7 | $11M | 114k | 99.07 | |
Mastercard Incorporated Cl A (MA) | 0.7 | $11M | 31k | 357.37 | |
Pvh Corporation (PVH) | 0.7 | $11M | 146k | 76.61 | |
Prologis (PLD) | 0.7 | $11M | 69k | 161.48 | |
Meta Platforms Cl A (META) | 0.6 | $11M | 50k | 222.35 | |
Honeywell International (HON) | 0.6 | $11M | 56k | 194.58 | |
American National Group Com New | 0.6 | $11M | 58k | 189.09 | |
Rbc Cad (RY) | 0.6 | $11M | 99k | 110.27 | |
Comcast Corp Cl A (CMCSA) | 0.6 | $10M | 223k | 46.82 | |
Verizon Communications (VZ) | 0.6 | $10M | 203k | 50.94 | |
Broadcom (AVGO) | 0.6 | $10M | 16k | 629.71 | |
Bofi Holding (AX) | 0.6 | $10M | 219k | 46.39 | |
Booking Holdings (BKNG) | 0.6 | $9.9M | 4.2k | 2348.47 | |
ConocoPhillips (COP) | 0.6 | $9.6M | 96k | 100.00 | |
Csw Industrials (CSWI) | 0.6 | $9.5M | 81k | 117.59 | |
Dominion Resources (D) | 0.5 | $9.2M | 109k | 84.97 | |
Vishay Intertechnology (VSH) | 0.5 | $9.2M | 469k | 19.60 | |
TJX Companies (TJX) | 0.5 | $9.2M | 151k | 60.58 | |
Owens & Minor (OMI) | 0.5 | $9.1M | 208k | 44.02 | |
Deckers Outdoor Corporation (DECK) | 0.5 | $8.9M | 32k | 273.77 | |
Exxon Mobil Corporation (XOM) | 0.5 | $8.8M | 106k | 82.59 | |
Qualcomm (QCOM) | 0.5 | $8.7M | 57k | 152.81 | |
G-III Apparel (GIII) | 0.5 | $8.6M | 317k | 27.05 | |
Prudential Financial (PRU) | 0.5 | $8.6M | 72k | 118.16 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $8.4M | 98k | 86.04 | |
Progressive Corporation (PGR) | 0.5 | $8.3M | 73k | 113.99 | |
Scholastic Corporation (SCHL) | 0.5 | $8.3M | 206k | 40.28 | |
United Natural Foods (UNFI) | 0.5 | $8.1M | 196k | 41.35 | |
Nike CL B (NKE) | 0.5 | $8.0M | 60k | 134.56 | |
Science App Int'l (SAIC) | 0.5 | $8.0M | 87k | 92.17 | |
Exelon Corporation (EXC) | 0.5 | $7.9M | 165k | 47.63 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $7.6M | 2.7k | 2781.58 | |
Southern Company (SO) | 0.4 | $7.5M | 104k | 72.51 | |
Air Products & Chemicals (APD) | 0.4 | $7.4M | 30k | 249.92 | |
Gra (GGG) | 0.4 | $7.2M | 103k | 69.72 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $7.1M | 68k | 104.60 | |
Nortonlifelock (GEN) | 0.4 | $7.1M | 268k | 26.52 | |
Pepsi (PEP) | 0.4 | $7.0M | 42k | 167.37 | |
MGIC Investment (MTG) | 0.4 | $6.9M | 512k | 13.55 | |
Lowe's Companies (LOW) | 0.4 | $6.8M | 34k | 202.19 | |
Chevron Corporation (CVX) | 0.4 | $6.4M | 39k | 162.83 | |
Rio Tinto Sponsored Adr (RIO) | 0.4 | $6.1M | 76k | 80.40 | |
International Business Machines (IBM) | 0.4 | $6.0M | 46k | 130.01 | |
Darling International (DAR) | 0.3 | $5.9M | 74k | 80.38 | |
Raymond James Financial (RJF) | 0.3 | $5.9M | 54k | 109.90 | |
Equity Comwlth Com Sh Ben Int (EQC) | 0.3 | $5.8M | 206k | 28.21 | |
Carter's (CRI) | 0.3 | $5.7M | 62k | 91.99 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $5.6M | 112k | 49.63 | |
Qorvo (QRVO) | 0.3 | $5.5M | 44k | 124.10 | |
Sprouts Fmrs Mkt (SFM) | 0.3 | $5.5M | 171k | 31.98 | |
Shell Spon Ads (SHEL) | 0.3 | $5.2M | 95k | 54.93 | |
Truist Financial Corp equities (TFC) | 0.3 | $5.2M | 92k | 56.70 | |
Starbucks Corporation (SBUX) | 0.3 | $5.2M | 57k | 90.98 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $5.0M | 11k | 451.65 | |
Livent Corp | 0.3 | $5.0M | 192k | 26.07 | |
Graphic Packaging Holding Company (GPK) | 0.3 | $4.9M | 243k | 20.04 | |
General Electric Com New (GE) | 0.3 | $4.7M | 51k | 91.51 | |
Thermo Fisher Scientific (TMO) | 0.3 | $4.7M | 7.9k | 590.64 | |
Ishares Tr National Mun Etf (MUB) | 0.3 | $4.7M | 43k | 109.65 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.6M | 13k | 352.90 | |
Paypal Holdings (PYPL) | 0.3 | $4.6M | 40k | 115.64 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $4.5M | 22k | 208.51 | |
Dupont De Nemours (DD) | 0.3 | $4.4M | 60k | 73.57 | |
American Tower Reit (AMT) | 0.3 | $4.3M | 17k | 251.23 | |
Fiserv (FI) | 0.3 | $4.3M | 43k | 101.40 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.2M | 8.00 | 528875.00 | |
Ducommun Incorporated (DCO) | 0.2 | $4.1M | 79k | 52.39 | |
UniFirst Corporation (UNF) | 0.2 | $4.1M | 23k | 184.29 | |
Trane Technologies SHS (TT) | 0.2 | $4.1M | 27k | 152.69 | |
Investors Ban | 0.2 | $4.1M | 274k | 14.93 | |
TreeHouse Foods (THS) | 0.2 | $3.9M | 120k | 32.26 | |
Arrow Electronics (ARW) | 0.2 | $3.9M | 33k | 118.63 | |
UGI Corporation (UGI) | 0.2 | $3.6M | 100k | 36.22 | |
Atlas Air Worldwide Hldgs In Com New | 0.2 | $3.5M | 41k | 86.36 | |
Deere & Company (DE) | 0.2 | $3.5M | 8.4k | 415.53 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.4M | 16k | 212.52 | |
Flowers Foods (FLO) | 0.2 | $3.4M | 133k | 25.71 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $3.4M | 71k | 47.33 | |
Bristol Myers Squibb (BMY) | 0.2 | $3.2M | 44k | 73.03 | |
United Parcel Service CL B (UPS) | 0.2 | $3.1M | 14k | 214.48 | |
Duke Energy Corp Com New (DUK) | 0.2 | $3.0M | 27k | 111.67 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $2.7M | 25k | 109.65 | |
Constellation Energy (CEG) | 0.2 | $2.7M | 48k | 56.26 | |
Coca-Cola Company (KO) | 0.1 | $2.5M | 41k | 61.99 | |
VSE Corporation (VSEC) | 0.1 | $2.4M | 52k | 46.09 | |
General Mills (GIS) | 0.1 | $2.4M | 35k | 67.72 | |
Healthcare Tr Amer Cl A New | 0.1 | $2.3M | 74k | 31.34 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.3M | 9.7k | 237.83 | |
Anthem (ELV) | 0.1 | $2.2M | 4.5k | 491.17 | |
Colfax Corporation | 0.1 | $2.2M | 55k | 39.79 | |
Darden Restaurants (DRI) | 0.1 | $2.2M | 16k | 132.92 | |
Valero Energy Corporation (VLO) | 0.1 | $2.2M | 22k | 101.55 | |
Littelfuse (LFUS) | 0.1 | $2.2M | 8.7k | 249.37 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.2M | 17k | 124.58 | |
Kimball Intl CL B | 0.1 | $2.1M | 252k | 8.45 | |
General Dynamics Corporation (GD) | 0.1 | $2.1M | 8.7k | 241.17 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $2.1M | 43k | 48.02 | |
Brown Forman Corp CL B (BF.B) | 0.1 | $1.9M | 29k | 67.03 | |
W.W. Grainger (GWW) | 0.1 | $1.9M | 3.8k | 515.69 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | 6.9k | 277.61 | |
AGCO Corporation (AGCO) | 0.1 | $1.9M | 13k | 146.06 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.9M | 17k | 108.38 | |
L.B. Foster Company (FSTR) | 0.1 | $1.9M | 122k | 15.37 | |
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $1.7M | 12k | 150.72 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.7M | 22k | 75.82 | |
PPG Industries (PPG) | 0.1 | $1.7M | 13k | 131.05 | |
Caterpillar (CAT) | 0.1 | $1.7M | 7.4k | 222.78 | |
3M Company (MMM) | 0.1 | $1.6M | 11k | 148.87 | |
Advanced Micro Devices (AMD) | 0.1 | $1.6M | 15k | 109.37 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.6M | 3.8k | 416.38 | |
Automatic Data Processing (ADP) | 0.1 | $1.6M | 6.9k | 227.59 | |
Ball Corporation (BALL) | 0.1 | $1.5M | 17k | 89.99 | |
Us Bancorp Del Com New (USB) | 0.1 | $1.5M | 28k | 53.15 | |
Public Storage (PSA) | 0.1 | $1.4M | 3.7k | 390.38 | |
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $1.4M | 5.6k | 254.39 | |
Ingersoll Rand (IR) | 0.1 | $1.3M | 27k | 50.35 | |
Chase Corporation | 0.1 | $1.3M | 15k | 86.94 | |
Boston Properties (BXP) | 0.1 | $1.3M | 10k | 128.84 | |
Stryker Corporation (SYK) | 0.1 | $1.3M | 4.8k | 267.26 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.2M | 20k | 62.92 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | 12k | 103.02 | |
SYSCO Corporation (SYY) | 0.1 | $1.2M | 15k | 81.63 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $1.2M | 12k | 102.41 | |
NVIDIA Corporation (NVDA) | 0.1 | $1.2M | 4.5k | 272.81 | |
Bank of America Corporation (BAC) | 0.1 | $1.2M | 29k | 41.22 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | 15k | 78.05 | |
Fortive (FTV) | 0.1 | $1.2M | 19k | 60.94 | |
Target Corporation (TGT) | 0.1 | $1.2M | 5.5k | 212.16 | |
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $1.1M | 6.0k | 186.06 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 17k | 62.77 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.0M | 13k | 77.89 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.0M | 4.5k | 227.62 | |
Phillips 66 (PSX) | 0.1 | $1.0M | 12k | 86.38 | |
At&t (T) | 0.1 | $1.0M | 42k | 23.63 | |
Quanta Services (PWR) | 0.1 | $958k | 7.3k | 131.59 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $933k | 4.5k | 205.24 | |
Tesla Motors (TSLA) | 0.1 | $876k | 813.00 | 1077.49 | |
Boeing Company (BA) | 0.0 | $849k | 4.4k | 191.43 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $840k | 1.9k | 453.81 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $779k | 7.2k | 107.89 | |
Genuine Parts Company (GPC) | 0.0 | $768k | 6.1k | 126.07 | |
Ncino (NCNO) | 0.0 | $754k | 18k | 40.97 | |
Visa Com Cl A (V) | 0.0 | $741k | 3.3k | 221.72 | |
AFLAC Incorporated (AFL) | 0.0 | $732k | 11k | 64.39 | |
Carrier Global Corporation (CARR) | 0.0 | $712k | 16k | 45.85 | |
Constellation Brands Cl A (STZ) | 0.0 | $709k | 3.1k | 230.34 | |
Edwards Lifesciences (EW) | 0.0 | $707k | 6.0k | 117.74 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $700k | 4.4k | 158.91 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $680k | 15k | 46.15 | |
Norfolk Southern (NSC) | 0.0 | $676k | 2.4k | 285.23 | |
Yum! Brands (YUM) | 0.0 | $668k | 5.6k | 118.61 | |
Allegion Ord Shs (ALLE) | 0.0 | $659k | 6.0k | 109.80 | |
Charles Schwab Corporation (SCHW) | 0.0 | $650k | 7.7k | 84.32 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $649k | 5.4k | 119.63 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $646k | 5.8k | 111.09 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $644k | 2.4k | 268.22 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $636k | 8.6k | 73.63 | |
Nextera Energy (NEE) | 0.0 | $623k | 7.4k | 84.69 | |
IDEXX Laboratories (IDXX) | 0.0 | $616k | 1.1k | 547.07 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $612k | 4.8k | 126.94 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $605k | 4.8k | 125.13 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $594k | 7.3k | 81.05 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $594k | 1.2k | 490.50 | |
Bloom Energy Corp Com Cl A (BE) | 0.0 | $592k | 25k | 24.17 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $586k | 3.0k | 195.79 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $585k | 3.2k | 180.78 | |
Eli Lilly & Co. (LLY) | 0.0 | $571k | 2.0k | 286.50 | |
Netflix (NFLX) | 0.0 | $568k | 1.5k | 374.67 | |
Paramount Global Class B Com (PARA) | 0.0 | $564k | 15k | 37.84 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $558k | 1.5k | 362.57 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $543k | 1.1k | 497.25 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $540k | 1.8k | 305.08 | |
V.F. Corporation (VFC) | 0.0 | $536k | 9.4k | 56.84 | |
Enbridge (ENB) | 0.0 | $530k | 12k | 46.07 | |
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $526k | 14k | 38.05 | |
CVS Caremark Corporation (CVS) | 0.0 | $509k | 5.0k | 101.11 | |
Wells Fargo & Company (WFC) | 0.0 | $506k | 10k | 48.43 | |
Global Payments (GPN) | 0.0 | $504k | 3.7k | 136.84 | |
Gilead Sciences (GILD) | 0.0 | $499k | 8.4k | 59.43 | |
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $487k | 1.8k | 275.92 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $487k | 2.9k | 165.99 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $487k | 4.8k | 100.91 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $470k | 1.7k | 272.15 | |
Equifax (EFX) | 0.0 | $469k | 2.0k | 236.87 | |
Otis Worldwide Corp (OTIS) | 0.0 | $465k | 6.0k | 76.95 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $463k | 5.6k | 83.41 | |
Fifth Third Ban (FITB) | 0.0 | $458k | 11k | 43.00 | |
Analog Devices (ADI) | 0.0 | $455k | 2.8k | 165.27 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $452k | 4.5k | 100.60 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $443k | 6.0k | 73.72 | |
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $440k | 5.9k | 74.06 | |
Intuit (INTU) | 0.0 | $434k | 903.00 | 480.62 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $430k | 5.5k | 78.15 | |
Nucor Corporation (NUE) | 0.0 | $430k | 2.9k | 148.79 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $429k | 4.6k | 93.36 | |
Vanguard World Fds Materials Etf (VAW) | 0.0 | $428k | 2.2k | 193.84 | |
Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $426k | 19k | 22.42 | |
Lockheed Martin Corporation (LMT) | 0.0 | $420k | 952.00 | 441.18 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $414k | 3.2k | 128.05 | |
PNC Financial Services (PNC) | 0.0 | $410k | 2.2k | 184.44 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $406k | 5.3k | 77.20 | |
MetLife (MET) | 0.0 | $406k | 5.8k | 70.28 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $402k | 8.0k | 50.10 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $400k | 10k | 39.82 | |
Clorox Company (CLX) | 0.0 | $383k | 2.8k | 139.12 | |
Lincoln National Corporation (LNC) | 0.0 | $379k | 5.8k | 65.38 | |
Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $377k | 3.1k | 120.03 | |
FedEx Corporation (FDX) | 0.0 | $376k | 1.6k | 231.67 | |
Lennar Corp Cl A (LEN) | 0.0 | $374k | 4.6k | 81.25 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $374k | 900.00 | 415.56 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $364k | 10k | 36.40 | |
Fidus Invt (FDUS) | 0.0 | $363k | 18k | 20.15 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $361k | 9.8k | 36.80 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $357k | 6.0k | 59.26 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $326k | 1.1k | 301.29 | |
Dollar Tree (DLTR) | 0.0 | $324k | 2.0k | 160.40 | |
Pinnacle Financial Partners (PNFP) | 0.0 | $321k | 3.5k | 92.03 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $307k | 1.9k | 161.92 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $296k | 1.2k | 256.06 | |
Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $291k | 1.6k | 177.44 | |
Morgan Stanley Com New (MS) | 0.0 | $291k | 3.3k | 87.41 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $289k | 1.5k | 194.61 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $289k | 2.7k | 107.04 | |
Illinois Tool Works (ITW) | 0.0 | $288k | 1.4k | 209.45 | |
Vulcan Materials Company (VMC) | 0.0 | $286k | 1.6k | 183.92 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $281k | 12k | 22.85 | |
Emerson Electric (EMR) | 0.0 | $280k | 2.9k | 98.04 | |
Waste Management (WM) | 0.0 | $279k | 1.8k | 158.25 | |
Philip Morris International (PM) | 0.0 | $268k | 2.9k | 93.77 | |
Chubb (CB) | 0.0 | $267k | 1.2k | 213.94 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $267k | 4.7k | 57.28 | |
S&p Global (SPGI) | 0.0 | $251k | 613.00 | 409.46 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $243k | 9.7k | 25.12 | |
Globe Life (GL) | 0.0 | $243k | 2.4k | 100.79 | |
Dow (DOW) | 0.0 | $243k | 3.8k | 63.76 | |
Ishares Tr Core Total Usd (IUSB) | 0.0 | $241k | 4.8k | 49.70 | |
Schlumberger Com Stk (SLB) | 0.0 | $237k | 5.7k | 41.35 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $235k | 4.3k | 54.97 | |
Discover Financial Services (DFS) | 0.0 | $230k | 2.1k | 110.15 | |
Corteva (CTVA) | 0.0 | $226k | 3.9k | 57.42 | |
Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $225k | 6.2k | 36.01 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $224k | 4.3k | 51.79 | |
Mid-America Apartment (MAA) | 0.0 | $222k | 1.1k | 209.24 | |
Altria (MO) | 0.0 | $220k | 4.2k | 52.34 | |
BlackRock (BLK) | 0.0 | $218k | 285.00 | 764.91 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $214k | 4.2k | 51.28 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $211k | 2.0k | 107.00 | |
Yum China Holdings (YUMC) | 0.0 | $209k | 5.0k | 41.53 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $208k | 3.5k | 60.13 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $205k | 4.6k | 45.05 | |
FirstEnergy (FE) | 0.0 | $204k | 4.5k | 45.84 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $204k | 3.7k | 55.63 | |
Marathon Petroleum Corp (MPC) | 0.0 | $202k | 2.4k | 85.59 | |
Zimmer Holdings (ZBH) | 0.0 | $202k | 1.6k | 128.01 | |
Crawford & Co CL B (CRD.B) | 0.0 | $127k | 18k | 7.27 |