BSW Wealth Partners as of Dec. 31, 2023
Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 274 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.0 | $76M | 158k | 477.63 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 7.1 | $36M | 703k | 51.05 | |
| Vanguard World Mega Cap Val Etf (MGV) | 6.4 | $32M | 293k | 109.37 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.9 | $25M | 353k | 70.35 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.5 | $23M | 48k | 475.31 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.1 | $21M | 345k | 59.32 | |
| Apple (AAPL) | 3.8 | $19M | 99k | 192.53 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $14M | 50k | 277.15 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.4 | $12M | 60k | 200.71 | |
| Ishares Core Msci Emkt (IEMG) | 2.1 | $11M | 211k | 50.58 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 1.6 | $8.1M | 152k | 53.19 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $6.8M | 90k | 75.35 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.3 | $6.8M | 89k | 75.54 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 1.3 | $6.7M | 79k | 85.06 | |
| Microsoft Corporation (MSFT) | 1.3 | $6.3M | 17k | 376.03 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.2 | $6.1M | 170k | 35.91 | |
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $6.0M | 155k | 39.03 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $4.9M | 11k | 436.80 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.9 | $4.6M | 117k | 39.10 | |
| Procter & Gamble Company (PG) | 0.8 | $4.1M | 28k | 146.54 | |
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.8 | $4.1M | 112k | 36.39 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $4.1M | 85k | 47.90 | |
| Amazon (AMZN) | 0.8 | $4.0M | 27k | 151.94 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.8 | $3.9M | 24k | 165.48 | |
| NVIDIA Corporation (NVDA) | 0.7 | $3.6M | 7.2k | 495.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.4M | 25k | 140.93 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.6 | $3.2M | 31k | 101.77 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $2.9M | 78k | 36.96 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.7M | 65k | 41.10 | |
| Pepsi (PEP) | 0.5 | $2.7M | 16k | 169.84 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.6M | 11k | 237.21 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $2.6M | 64k | 40.21 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $2.5M | 22k | 117.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.5M | 18k | 139.69 | |
| Linde SHS (LIN) | 0.4 | $2.1M | 5.2k | 410.71 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.9M | 11k | 170.11 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.8M | 3.2k | 582.89 | |
| Coca-Cola Company (KO) | 0.4 | $1.8M | 30k | 58.93 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.8M | 32k | 55.67 | |
| Merck & Co (MRK) | 0.3 | $1.6M | 15k | 109.02 | |
| Meta Platforms Cl A (META) | 0.3 | $1.6M | 4.4k | 353.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 4.4k | 356.66 | |
| Ishares Tr International Sl (ISCF) | 0.3 | $1.5M | 47k | 32.13 | |
| Broadcom (AVGO) | 0.3 | $1.5M | 1.3k | 1116.15 | |
| Intel Corporation (INTC) | 0.3 | $1.5M | 30k | 50.25 | |
| Pfizer (PFE) | 0.3 | $1.5M | 51k | 28.79 | |
| Abbvie (ABBV) | 0.3 | $1.4M | 9.2k | 154.97 | |
| Home Depot (HD) | 0.3 | $1.4M | 4.1k | 346.59 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.4M | 3.9k | 350.95 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.4M | 5.7k | 241.77 | |
| Digitalocean Hldgs (DOCN) | 0.3 | $1.3M | 36k | 36.69 | |
| Visa Com Cl A (V) | 0.3 | $1.3M | 4.9k | 260.37 | |
| Dell Technologies CL C (DELL) | 0.3 | $1.3M | 17k | 76.50 | |
| International Business Machines (IBM) | 0.3 | $1.3M | 7.7k | 163.55 | |
| Abbott Laboratories (ABT) | 0.2 | $1.3M | 11k | 110.07 | |
| Walt Disney Company (DIS) | 0.2 | $1.2M | 14k | 90.29 | |
| Travelers Companies (TRV) | 0.2 | $1.2M | 6.2k | 190.49 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.2M | 35k | 34.01 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $1.1M | 14k | 81.55 | |
| Intuit (INTU) | 0.2 | $1.1M | 1.8k | 625.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | 2.7k | 409.47 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.1M | 18k | 63.66 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.1M | 11k | 102.88 | |
| McDonald's Corporation (MCD) | 0.2 | $1.1M | 3.7k | 296.49 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $1.1M | 18k | 60.43 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | 5.1k | 213.35 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 11k | 99.98 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 6.9k | 156.75 | |
| UnitedHealth (UNH) | 0.2 | $1.1M | 2.0k | 526.41 | |
| Oracle Corporation (ORCL) | 0.2 | $1.0M | 9.9k | 105.43 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.0M | 9.7k | 103.45 | |
| Union Pacific Corporation (UNP) | 0.2 | $980k | 4.0k | 245.62 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $951k | 3.1k | 303.15 | |
| Costco Wholesale Corporation (COST) | 0.2 | $944k | 1.4k | 660.13 | |
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.2 | $888k | 33k | 26.95 | |
| Automatic Data Processing (ADP) | 0.2 | $879k | 3.8k | 232.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $856k | 8.2k | 104.00 | |
| W.W. Grainger (GWW) | 0.2 | $855k | 1.0k | 828.81 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $854k | 1.4k | 596.60 | |
| Tesla Motors (TSLA) | 0.2 | $849k | 3.4k | 248.48 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $845k | 8.4k | 100.96 | |
| salesforce (CRM) | 0.2 | $823k | 3.1k | 263.14 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $822k | 5.9k | 139.02 | |
| Amgen (AMGN) | 0.2 | $817k | 2.8k | 288.06 | |
| Qualcomm (QCOM) | 0.2 | $814k | 5.6k | 144.62 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $814k | 1.9k | 426.58 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $791k | 14k | 56.39 | |
| Medtronic SHS (MDT) | 0.2 | $780k | 9.5k | 82.38 | |
| Danaher Corporation (DHR) | 0.2 | $759k | 3.3k | 231.36 | |
| Dover Corporation (DOV) | 0.1 | $749k | 4.9k | 153.81 | |
| Ball Corporation (BALL) | 0.1 | $739k | 13k | 57.52 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $738k | 30k | 24.79 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $737k | 4.1k | 179.97 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $716k | 946.00 | 757.22 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $709k | 3.3k | 218.15 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $706k | 4.1k | 170.38 | |
| Booking Holdings (BKNG) | 0.1 | $670k | 189.00 | 3547.22 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $654k | 1.2k | 530.95 | |
| Applied Materials (AMAT) | 0.1 | $653k | 4.0k | 162.08 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $643k | 2.8k | 232.65 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $634k | 12k | 52.05 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $631k | 3.8k | 165.25 | |
| Verizon Communications (VZ) | 0.1 | $619k | 16k | 37.70 | |
| American Express Company (AXP) | 0.1 | $615k | 3.3k | 187.35 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $600k | 3.1k | 191.17 | |
| Walker & Dunlop (WD) | 0.1 | $596k | 5.4k | 111.01 | |
| Lam Research Corporation (LRCX) | 0.1 | $594k | 758.00 | 783.26 | |
| Netflix (NFLX) | 0.1 | $588k | 1.2k | 486.88 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $586k | 4.5k | 130.92 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $558k | 9.9k | 56.40 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $547k | 17k | 32.06 | |
| Honeywell International (HON) | 0.1 | $545k | 2.6k | 209.67 | |
| Icici Bank Adr (IBN) | 0.1 | $542k | 23k | 23.84 | |
| Chevron Corporation (CVX) | 0.1 | $540k | 3.6k | 149.15 | |
| Illinois Tool Works (ITW) | 0.1 | $540k | 2.1k | 261.95 | |
| Deere & Company (DE) | 0.1 | $535k | 1.3k | 399.84 | |
| TJX Companies (TJX) | 0.1 | $528k | 5.6k | 93.82 | |
| Prudential Financial (PRU) | 0.1 | $526k | 5.1k | 103.71 | |
| Servicenow (NOW) | 0.1 | $515k | 729.00 | 706.49 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $513k | 55k | 9.41 | |
| Goldman Sachs (GS) | 0.1 | $513k | 1.3k | 385.68 | |
| Morgan Stanley Com New (MS) | 0.1 | $505k | 5.4k | 93.25 | |
| PNC Financial Services (PNC) | 0.1 | $504k | 3.3k | 154.83 | |
| Uber Technologies (UBER) | 0.1 | $501k | 8.1k | 61.57 | |
| Ingersoll Rand (IR) | 0.1 | $498k | 6.4k | 77.34 | |
| Synopsys (SNPS) | 0.1 | $491k | 954.00 | 514.91 | |
| Enterprise Products Partners (EPD) | 0.1 | $481k | 18k | 26.35 | |
| Wal-Mart Stores (WMT) | 0.1 | $479k | 3.0k | 157.67 | |
| Sterling Construction Company (STRL) | 0.1 | $472k | 5.4k | 87.93 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $472k | 12k | 38.01 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $460k | 4.9k | 94.68 | |
| Bristol Myers Squibb (BMY) | 0.1 | $457k | 8.9k | 51.31 | |
| Truist Financial Corp equities (TFC) | 0.1 | $451k | 12k | 36.92 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $445k | 80k | 5.57 | |
| At&t (T) | 0.1 | $445k | 27k | 16.78 | |
| Cadence Design Systems (CDNS) | 0.1 | $442k | 1.6k | 272.37 | |
| Prologis (PLD) | 0.1 | $442k | 3.3k | 133.30 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $440k | 4.2k | 105.24 | |
| Gilead Sciences (GILD) | 0.1 | $437k | 5.4k | 81.01 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $435k | 6.0k | 72.42 | |
| Boston Scientific Corporation (BSX) | 0.1 | $428k | 7.4k | 57.81 | |
| Bancolombia S A Spon Adr Pref (CIB) | 0.1 | $419k | 14k | 30.77 | |
| Allstate Corporation (ALL) | 0.1 | $415k | 3.0k | 139.96 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $414k | 4.6k | 89.80 | |
| Target Corporation (TGT) | 0.1 | $409k | 2.9k | 142.40 | |
| Nike CL B (NKE) | 0.1 | $408k | 3.8k | 108.56 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $401k | 6.0k | 67.11 | |
| Microvision Inc Del Com New (MVIS) | 0.1 | $399k | 150k | 2.66 | |
| Colgate-Palmolive Company (CL) | 0.1 | $395k | 5.0k | 79.72 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $393k | 3.6k | 108.25 | |
| Chubb (CB) | 0.1 | $392k | 1.7k | 226.00 | |
| Citigroup Com New (C) | 0.1 | $390k | 7.6k | 51.44 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $388k | 3.9k | 99.25 | |
| Lowe's Companies (LOW) | 0.1 | $387k | 1.7k | 222.50 | |
| MercadoLibre (MELI) | 0.1 | $382k | 243.00 | 1571.54 | |
| Zoetis Cl A (ZTS) | 0.1 | $380k | 1.9k | 197.37 | |
| Constellation Brands Cl A (STZ) | 0.1 | $379k | 1.6k | 241.76 | |
| BP Sponsored Adr (BP) | 0.1 | $378k | 11k | 35.40 | |
| Philip Morris International (PM) | 0.1 | $373k | 4.0k | 94.07 | |
| American Tower Reit (AMT) | 0.1 | $373k | 1.7k | 215.89 | |
| Equinix (EQIX) | 0.1 | $372k | 462.00 | 806.14 | |
| American Intl Group Com New (AIG) | 0.1 | $370k | 5.5k | 67.74 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $369k | 1.4k | 262.26 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.1 | $368k | 3.9k | 94.64 | |
| Quanta Services (PWR) | 0.1 | $366k | 1.7k | 215.80 | |
| Hershey Company (HSY) | 0.1 | $366k | 2.0k | 186.41 | |
| Fiserv (FI) | 0.1 | $365k | 2.7k | 132.84 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $364k | 3.4k | 108.39 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $360k | 23k | 15.93 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.1 | $356k | 50k | 7.11 | |
| Dupont De Nemours (DD) | 0.1 | $355k | 4.6k | 76.93 | |
| RPM International (RPM) | 0.1 | $352k | 3.2k | 111.62 | |
| Reliance Steel & Aluminum (RS) | 0.1 | $352k | 1.3k | 279.77 | |
| Cigna Corp (CI) | 0.1 | $346k | 1.2k | 299.49 | |
| Ryerson Tull (RYI) | 0.1 | $342k | 9.9k | 34.68 | |
| Copart (CPRT) | 0.1 | $342k | 7.0k | 49.00 | |
| Fidelity Covington Trust Enhanced Large (FELC) | 0.1 | $340k | 13k | 26.58 | |
| Caterpillar (CAT) | 0.1 | $340k | 1.1k | 295.55 | |
| Carrier Global Corporation (CARR) | 0.1 | $340k | 5.9k | 57.45 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $337k | 665.00 | 507.38 | |
| Cbre Group Cl A (CBRE) | 0.1 | $333k | 3.6k | 93.09 | |
| Metropcs Communications (TMUS) | 0.1 | $333k | 2.1k | 160.36 | |
| Wabtec Corporation (WAB) | 0.1 | $332k | 2.6k | 126.90 | |
| M/I Homes (MHO) | 0.1 | $331k | 2.4k | 137.74 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $330k | 2.2k | 152.79 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $328k | 1.4k | 229.68 | |
| General Electric Com New (GE) | 0.1 | $328k | 2.6k | 127.63 | |
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $327k | 2.8k | 117.28 | |
| Hca Holdings (HCA) | 0.1 | $327k | 1.2k | 270.68 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $325k | 11k | 30.78 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $324k | 4.7k | 68.79 | |
| Relx Sponsored Adr (RELX) | 0.1 | $324k | 8.2k | 39.66 | |
| General Mills (GIS) | 0.1 | $324k | 5.0k | 65.15 | |
| Nextera Energy (NEE) | 0.1 | $323k | 5.3k | 60.74 | |
| Cisco Systems (CSCO) | 0.1 | $322k | 6.4k | 50.52 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $321k | 6.8k | 47.24 | |
| Unilever Spon Adr New (UL) | 0.1 | $320k | 6.6k | 48.48 | |
| Keurig Dr Pepper (KDP) | 0.1 | $317k | 9.5k | 33.32 | |
| Ferguson SHS | 0.1 | $310k | 1.6k | 193.08 | |
| Moody's Corporation (MCO) | 0.1 | $308k | 789.00 | 390.79 | |
| Zevia Pbc Cl A (ZVIA) | 0.1 | $308k | 153k | 2.01 | |
| Sherwin-Williams Company (SHW) | 0.1 | $308k | 987.00 | 312.02 | |
| Us Bancorp Del Com New (USB) | 0.1 | $303k | 7.0k | 43.28 | |
| Corteva (CTVA) | 0.1 | $297k | 6.2k | 47.92 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $297k | 9.6k | 30.91 | |
| Crown Castle Intl (CCI) | 0.1 | $296k | 2.6k | 115.19 | |
| Hf Sinclair Corp (DINO) | 0.1 | $295k | 5.3k | 55.57 | |
| Anthem (ELV) | 0.1 | $289k | 613.00 | 471.33 | |
| Workday Cl A (WDAY) | 0.1 | $286k | 1.0k | 276.06 | |
| SYSCO Corporation (SYY) | 0.1 | $283k | 3.9k | 73.14 | |
| Stryker Corporation (SYK) | 0.1 | $281k | 938.00 | 299.60 | |
| Gartner (IT) | 0.1 | $278k | 617.00 | 451.11 | |
| United Rentals (URI) | 0.1 | $278k | 485.00 | 573.42 | |
| F.N.B. Corporation (FNB) | 0.1 | $277k | 20k | 13.77 | |
| Fmc Corp Com New (FMC) | 0.1 | $276k | 4.4k | 63.05 | |
| Progressive Corporation (PGR) | 0.1 | $275k | 1.7k | 159.29 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $273k | 6.7k | 40.54 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $270k | 7.2k | 37.60 | |
| Verisk Analytics (VRSK) | 0.1 | $270k | 1.1k | 238.84 | |
| MetLife (MET) | 0.1 | $266k | 4.0k | 66.13 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $262k | 5.2k | 50.47 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $260k | 14k | 18.38 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $259k | 4.5k | 57.64 | |
| S&p Global (SPGI) | 0.1 | $256k | 582.00 | 440.63 | |
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $255k | 8.4k | 30.22 | |
| Cme (CME) | 0.0 | $252k | 1.2k | 210.63 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $252k | 15k | 16.98 | |
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $250k | 5.4k | 45.97 | |
| Steel Dynamics (STLD) | 0.0 | $250k | 2.1k | 118.09 | |
| Arista Networks (ANET) | 0.0 | $248k | 1.1k | 235.51 | |
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $247k | 9.6k | 25.76 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $247k | 17k | 14.27 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $246k | 729.00 | 337.36 | |
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $244k | 54k | 4.51 | |
| GSK Sponsored Adr (GSK) | 0.0 | $239k | 6.5k | 37.06 | |
| Pentair SHS (PNR) | 0.0 | $239k | 3.3k | 72.70 | |
| Paccar (PCAR) | 0.0 | $235k | 2.4k | 97.64 | |
| CVS Caremark Corporation (CVS) | 0.0 | $235k | 3.0k | 78.95 | |
| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $235k | 4.3k | 54.67 | |
| Analog Devices (ADI) | 0.0 | $235k | 1.2k | 198.56 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $233k | 1.6k | 149.50 | |
| Diageo Spon Adr New (DEO) | 0.0 | $230k | 1.6k | 145.67 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $228k | 4.3k | 53.35 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $228k | 95k | 2.39 | |
| Becton, Dickinson and (BDX) | 0.0 | $227k | 929.00 | 243.96 | |
| Columbia Banking System (COLB) | 0.0 | $227k | 8.5k | 26.68 | |
| Motorola Solutions Com New (MSI) | 0.0 | $226k | 722.00 | 313.09 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $224k | 3.2k | 70.44 | |
| Coupang Cl A (CPNG) | 0.0 | $221k | 14k | 16.19 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $217k | 26k | 8.46 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $215k | 1.9k | 113.99 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $214k | 9.4k | 22.77 | |
| Autodesk (ADSK) | 0.0 | $214k | 878.00 | 243.48 | |
| CSX Corporation (CSX) | 0.0 | $212k | 6.1k | 34.67 | |
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $210k | 1.4k | 149.53 | |
| Kt Corp Sponsored Adr (KT) | 0.0 | $209k | 16k | 13.44 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $206k | 2.3k | 89.48 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $205k | 424.00 | 484.00 | |
| Smucker J M Com New (SJM) | 0.0 | $204k | 1.6k | 126.38 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $204k | 2.7k | 75.53 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $203k | 5.8k | 34.77 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $203k | 22k | 9.11 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $202k | 1.1k | 189.47 | |
| V.F. Corporation (VFC) | 0.0 | $197k | 11k | 18.80 | |
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $196k | 18k | 10.94 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $164k | 42k | 3.90 | |
| Compania Cervecerias Unidas Sponsored Adr (CCU) | 0.0 | $153k | 12k | 12.54 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $149k | 43k | 3.50 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $114k | 21k | 5.43 | |
| Banco Santander Adr (SAN) | 0.0 | $86k | 21k | 4.14 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $75k | 22k | 3.42 | |
| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $70k | 22k | 3.18 | |
| Freyr Battery SHS | 0.0 | $34k | 18k | 1.87 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $27k | 13k | 2.12 |
