Buck Wealth Strategies as of Sept. 30, 2023
Portfolio Holdings for Buck Wealth Strategies
Buck Wealth Strategies holds 369 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Sp500 Etf (IVV) | 4.4 | $11M | 26k | 429.44 | |
Apple (AAPL) | 3.3 | $8.3M | 48k | 171.21 | |
Amazon (AMZN) | 2.8 | $7.0M | 55k | 127.12 | |
Ishares Tr 0 5 Yr Tips Etf (STIP) | 2.8 | $6.9M | 71k | 96.92 | |
Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $6.7M | 71k | 94.04 | |
Cisco Systems (CSCO) | 2.5 | $6.2M | 115k | 53.76 | |
Amgen (AMGN) | 2.5 | $6.2M | 23k | 268.76 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $6.1M | 42k | 145.02 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $6.1M | 47k | 130.86 | |
Waste Management (WM) | 2.4 | $6.0M | 39k | 152.44 | |
Watsco, Incorporated (WSO) | 2.4 | $6.0M | 16k | 377.73 | |
Ishares Tr 0 3 Mnth Treasry (SGOV) | 2.4 | $5.9M | 59k | 100.67 | |
Wal-Mart Stores (WMT) | 2.4 | $5.9M | 37k | 159.93 | |
Merck & Co (MRK) | 2.3 | $5.8M | 56k | 102.95 | |
Microsoft Corporation (MSFT) | 2.3 | $5.8M | 18k | 315.75 | |
Exxon Mobil Corporation (XOM) | 2.3 | $5.8M | 49k | 117.58 | |
Ishares Tr Core Sp Scp Etf (IJR) | 2.3 | $5.7M | 61k | 94.33 | |
Procter & Gamble Company (PG) | 2.3 | $5.7M | 39k | 145.86 | |
Abbvie (ABBV) | 2.3 | $5.7M | 38k | 149.06 | |
Pfizer (PFE) | 2.3 | $5.6M | 169k | 33.17 | |
Coca-Cola Company (KO) | 2.2 | $5.6M | 99k | 55.98 | |
Verizon Communications (VZ) | 2.2 | $5.5M | 170k | 32.41 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.2 | $5.5M | 26k | 208.24 | |
Microchip Technology (MCHP) | 2.2 | $5.4M | 70k | 78.05 | |
CVS Caremark Corporation (CVS) | 2.2 | $5.4M | 78k | 69.82 | |
Visa Com Cl A (V) | 2.2 | $5.4M | 24k | 230.01 | |
UnitedHealth (UNH) | 2.2 | $5.4M | 11k | 504.20 | |
Spdr Ser Tr Portfolio Short (SPSB) | 2.1 | $5.3M | 179k | 29.32 | |
Ishares Tr Tips Bd Etf (TIP) | 2.1 | $5.2M | 50k | 103.72 | |
Lockheed Martin Corporation (LMT) | 2.0 | $5.0M | 12k | 408.96 | |
Amdocs SHS (DOX) | 2.0 | $5.0M | 60k | 84.49 | |
Intuit (INTU) | 1.9 | $4.8M | 9.4k | 510.95 | |
Ishares Tr Core Div Grwth (DGRO) | 1.9 | $4.7M | 96k | 49.53 | |
First Tr Exchange-traded Nasd Tech Div (TDIV) | 1.8 | $4.6M | 81k | 56.09 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.8 | $4.5M | 97k | 46.38 | |
Ishares Tr Sp 500 Grwt Etf (IVW) | 1.7 | $4.3M | 63k | 68.42 | |
Spdr Gold Tr Gold Shs (GLD) | 1.7 | $4.1M | 24k | 171.45 | |
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 1.6 | $3.9M | 82k | 47.97 | |
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.5 | $3.8M | 77k | 49.49 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $3.3M | 38k | 88.69 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.3 | $3.2M | 64k | 50.18 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.1M | 48k | 43.72 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $2.0M | 51k | 39.21 | |
Packaging Corporation of America (PKG) | 0.2 | $615k | 4.0k | 153.56 | |
Prudential Financial (PRU) | 0.2 | $613k | 6.5k | 94.88 | |
Tesla Motors (TSLA) | 0.2 | $609k | 2.4k | 250.23 | |
Caterpillar (CAT) | 0.2 | $584k | 2.1k | 273.05 | |
Eaton Corp SHS (ETN) | 0.2 | $573k | 2.7k | 213.25 | |
Lyondellbasell Industries N Shs A (LYB) | 0.2 | $571k | 6.0k | 94.70 | |
Paychex (PAYX) | 0.2 | $563k | 4.9k | 115.33 | |
Consolidated Edison (ED) | 0.2 | $542k | 6.3k | 85.53 | |
Alliant Energy Corporation (LNT) | 0.2 | $537k | 11k | 48.45 | |
Southern Company (SO) | 0.2 | $536k | 8.3k | 64.72 | |
3M Company (MMM) | 0.2 | $532k | 5.7k | 93.63 | |
McDonald's Corporation (MCD) | 0.2 | $526k | 2.0k | 263.47 | |
United Parcel Service CL B (UPS) | 0.2 | $515k | 3.3k | 155.89 | |
Cal Maine Foods Com New (CALM) | 0.2 | $481k | 9.9k | 48.42 | |
Us Bancorp Del Com New (USB) | 0.2 | $420k | 13k | 33.06 | |
Chevron Corporation (CVX) | 0.1 | $359k | 2.1k | 168.62 | |
Costco Wholesale Corporation (COST) | 0.1 | $220k | 390.00 | 564.68 | |
Exelixis (EXEL) | 0.1 | $219k | 10k | 21.85 | |
Bank of Hawaii Corporation (BOH) | 0.1 | $216k | 4.3k | 49.69 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $213k | 730.00 | 292.29 | |
Lululemon Athletica (LULU) | 0.1 | $179k | 464.00 | 385.61 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $173k | 493.00 | 350.30 | |
Northrop Grumman Corporation (NOC) | 0.1 | $163k | 371.00 | 439.91 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $133k | 1.6k | 80.97 | |
Netflix (NFLX) | 0.1 | $132k | 350.00 | 377.60 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $118k | 857.00 | 137.85 | |
Progressive Corporation (PGR) | 0.0 | $116k | 830.00 | 139.33 | |
Lowe's Companies (LOW) | 0.0 | $110k | 529.00 | 207.78 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $109k | 1.2k | 90.94 | |
Boeing Company (BA) | 0.0 | $107k | 560.00 | 191.68 | |
Disney Walt Fidelity Rel Est (DIS) | 0.0 | $104k | 1.3k | 81.07 | |
Starbucks Corporation (SBUX) | 0.0 | $96k | 1.1k | 91.31 | |
Honeywell International (HON) | 0.0 | $95k | 513.00 | 184.58 | |
Altria (MO) | 0.0 | $92k | 2.2k | 42.06 | |
NVIDIA Corporation (NVDA) | 0.0 | $90k | 207.00 | 434.99 | |
Centene Corporation (CNC) | 0.0 | $89k | 1.3k | 68.88 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $88k | 324.00 | 271.89 | |
Corteva (CTVA) | 0.0 | $88k | 1.7k | 51.16 | |
Arch Cap Group Ord (ACGL) | 0.0 | $87k | 1.1k | 79.71 | |
Humana (HUM) | 0.0 | $86k | 177.00 | 486.60 | |
Timken Company (TKR) | 0.0 | $86k | 1.2k | 73.49 | |
Valmont Industries (VMI) | 0.0 | $86k | 357.00 | 240.21 | |
Gibraltar Industries (ROCK) | 0.0 | $84k | 1.2k | 67.51 | |
Columbus McKinnon (CMCO) | 0.0 | $83k | 2.4k | 34.91 | |
Nice Sponsored Adr (NICE) | 0.0 | $83k | 489.00 | 170.00 | |
Quaker Chemical Corporation (KWR) | 0.0 | $82k | 514.00 | 160.00 | |
AGCO Corporation (AGCO) | 0.0 | $82k | 690.00 | 118.28 | |
Archer Daniels Midland Company (ADM) | 0.0 | $81k | 1.1k | 75.44 | |
Juniper Networks (JNPR) | 0.0 | $81k | 2.9k | 27.79 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $81k | 1.9k | 42.65 | |
Allstate Corporation (ALL) | 0.0 | $80k | 721.00 | 111.42 | |
Spdr Sp 500 Etf Tr Tr Unit (SPY) | 0.0 | $77k | 180.00 | 427.48 | |
Nextera Energy (NEE) | 0.0 | $77k | 1.3k | 57.30 | |
Genpact SHS (G) | 0.0 | $66k | 1.8k | 36.20 | |
AutoZone (AZO) | 0.0 | $64k | 25.00 | 2540.00 | |
Fiserv (FI) | 0.0 | $63k | 558.00 | 112.96 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $60k | 368.00 | 163.93 | |
MetLife (MET) | 0.0 | $60k | 957.00 | 62.93 | |
Marathon Petroleum Corp (MPC) | 0.0 | $59k | 391.00 | 151.34 | |
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $58k | 257.00 | 226.90 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $58k | 1.2k | 48.65 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $56k | 156.00 | 358.28 | |
Hca Holdings (HCA) | 0.0 | $55k | 225.00 | 245.98 | |
Philip Morris International (PM) | 0.0 | $55k | 592.00 | 92.60 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $53k | 471.00 | 113.16 | |
Manulife Finl Corp (MFC) | 0.0 | $51k | 2.8k | 18.28 | |
Inventrust Pptys Corp Com New (IVT) | 0.0 | $51k | 2.1k | 23.81 | |
Fs Kkr Capital Corp (FSK) | 0.0 | $51k | 2.6k | 19.69 | |
Hawaiian Electric Industries (HE) | 0.0 | $50k | 4.0k | 12.31 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $48k | 301.00 | 159.49 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $48k | 473.00 | 101.40 | |
L3harris Technologies (LHX) | 0.0 | $47k | 272.00 | 173.96 | |
Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $47k | 3.2k | 14.79 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $46k | 97.00 | 473.65 | |
InterDigital (IDCC) | 0.0 | $45k | 559.00 | 80.24 | |
At&t (T) | 0.0 | $43k | 2.9k | 15.02 | |
Thermo Fisher Scientific (TMO) | 0.0 | $42k | 83.00 | 506.51 | |
Ishares Tr Core Msci Pac (IPAC) | 0.0 | $42k | 748.00 | 55.60 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $41k | 194.00 | 213.63 | |
Phillips Edison Common Stock (PECO) | 0.0 | $41k | 1.2k | 33.54 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $41k | 853.00 | 47.59 | |
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $40k | 741.00 | 54.37 | |
Qualcomm (QCOM) | 0.0 | $40k | 360.00 | 111.06 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $40k | 801.00 | 49.83 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $40k | 96.00 | 414.90 | |
Ishares Tr Core Msci Euro (IEUR) | 0.0 | $39k | 778.00 | 49.66 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $38k | 544.00 | 69.37 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.0 | $37k | 1.8k | 21.23 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.0 | $37k | 359.00 | 103.37 | |
Home Depot (HD) | 0.0 | $37k | 123.00 | 301.65 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $36k | 1.8k | 20.67 | |
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV) | 0.0 | $36k | 618.00 | 58.79 | |
Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $35k | 144.00 | 246.10 | |
Ishares Tr Gov Cred Bd Etf (GBF) | 0.0 | $35k | 346.00 | 100.06 | |
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) | 0.0 | $34k | 1.7k | 19.93 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $34k | 215.00 | 159.61 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $34k | 1.5k | 22.48 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Hy | 0.0 | $34k | 1.4k | 23.51 | |
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $32k | 240.00 | 131.85 | |
Charles Schwab Corporation (SCHW) | 0.0 | $32k | 573.00 | 54.92 | |
Meta Platforms Cl A (META) | 0.0 | $31k | 102.00 | 300.21 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $29k | 316.00 | 93.18 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $27k | 360.00 | 75.66 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $26k | 538.00 | 48.50 | |
Exp World Holdings Inc equities (EXPI) | 0.0 | $26k | 1.6k | 16.24 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $26k | 200.00 | 128.74 | |
Johnson & Johnson (JNJ) | 0.0 | $26k | 163.00 | 156.13 | |
Marvell Technology (MRVL) | 0.0 | $25k | 457.00 | 54.13 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $25k | 221.00 | 111.88 | |
Union Pacific Corporation (UNP) | 0.0 | $24k | 117.00 | 203.57 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $24k | 300.00 | 78.55 | |
Sun Life Financial (SLF) | 0.0 | $23k | 476.00 | 48.80 | |
Marriott Intl Cl A (MAR) | 0.0 | $22k | 113.00 | 196.56 | |
Public Service Enterprise (PEG) | 0.0 | $22k | 390.00 | 56.91 | |
Mirati Therapeutics | 0.0 | $22k | 500.00 | 43.56 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $21k | 146.00 | 144.98 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $21k | 855.00 | 24.28 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $20k | 86.00 | 235.10 | |
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $20k | 500.00 | 40.07 | |
Zscaler Incorporated (ZS) | 0.0 | $19k | 120.00 | 155.59 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $19k | 180.00 | 103.57 | |
Spdr Ser Tr Prtflo Sp500 Gw (SPYG) | 0.0 | $19k | 313.00 | 59.28 | |
Intel Corporation (INTC) | 0.0 | $18k | 497.00 | 35.59 | |
Ishares Tr 0 5yr Hi Yl Cp (SHYG) | 0.0 | $18k | 431.00 | 41.03 | |
Deere & Company (DE) | 0.0 | $18k | 47.00 | 373.68 | |
General Electric Com New (GE) | 0.0 | $17k | 154.00 | 110.72 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $17k | 64.00 | 265.98 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $17k | 240.00 | 69.25 | |
Ball Corporation (BALL) | 0.0 | $17k | 332.00 | 49.78 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $16k | 155.00 | 105.86 | |
Illinois Tool Works (ITW) | 0.0 | $16k | 71.00 | 228.99 | |
Ishares Msci Switzerland (EWL) | 0.0 | $16k | 357.00 | 43.57 | |
Ishares Tr Sp 500 Val Etf (IVE) | 0.0 | $15k | 100.00 | 153.84 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $15k | 182.00 | 84.53 | |
Proshares Tr Sp Mdcp 400 Div (REGL) | 0.0 | $15k | 226.00 | 66.85 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $15k | 114.00 | 130.96 | |
American Tower Reit (AMT) | 0.0 | $15k | 88.00 | 164.56 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $14k | 209.00 | 69.01 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $14k | 73.00 | 194.77 | |
Activision Blizzard | 0.0 | $14k | 151.00 | 93.63 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $14k | 73.00 | 189.07 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $14k | 344.00 | 40.00 | |
Keysight Technologies (KEYS) | 0.0 | $14k | 102.00 | 132.31 | |
Skyworks Solutions (SWKS) | 0.0 | $13k | 128.00 | 98.59 | |
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $13k | 217.00 | 58.15 | |
Paypal Holdings (PYPL) | 0.0 | $12k | 212.00 | 58.46 | |
J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.0 | $12k | 316.00 | 38.95 | |
Huntington Ingalls Inds (HII) | 0.0 | $12k | 59.00 | 204.59 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $11k | 126.00 | 90.39 | |
Ishares Sp Gsci Commodity Unit Ben Int (GSG) | 0.0 | $11k | 500.00 | 22.51 | |
SYSCO Corporation (SYY) | 0.0 | $11k | 166.00 | 66.05 | |
Fmc Corp Com New (FMC) | 0.0 | $11k | 162.00 | 66.97 | |
Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $11k | 545.00 | 19.36 | |
Archer Aviation Com Cl A (ACHR) | 0.0 | $10k | 2.0k | 5.06 | |
Target Corporation (TGT) | 0.0 | $10k | 91.00 | 110.81 | |
Baxter International (BAX) | 0.0 | $9.9k | 261.00 | 37.74 | |
BP Sponsored Adr (BP) | 0.0 | $9.7k | 250.00 | 38.72 | |
AmerisourceBergen (COR) | 0.0 | $9.4k | 52.00 | 179.96 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $9.3k | 240.00 | 38.93 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $9.2k | 231.00 | 39.74 | |
Ishares Tr Core Sp Mcp Etf (IJH) | 0.0 | $9.2k | 37.00 | 247.59 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $9.1k | 325.00 | 27.90 | |
Wisdomtree Tr Blmbg Us Bull (USDU) | 0.0 | $8.6k | 312.00 | 27.62 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $8.5k | 238.00 | 35.57 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $8.3k | 190.00 | 43.78 | |
Ishares Tr Us Industrials (IYJ) | 0.0 | $8.3k | 82.00 | 101.13 | |
Bank of America Corporation (BAC) | 0.0 | $8.2k | 300.00 | 27.35 | |
Masco Corporation (MAS) | 0.0 | $7.8k | 146.00 | 53.45 | |
Ventas (VTR) | 0.0 | $7.8k | 184.00 | 42.12 | |
Prologis (PLD) | 0.0 | $7.7k | 69.00 | 112.20 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $7.7k | 55.00 | 139.71 | |
Pepsi (PEP) | 0.0 | $7.5k | 44.00 | 169.43 | |
Ishares Tr Broad Usd High (USHY) | 0.0 | $7.4k | 214.00 | 34.71 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $7.3k | 27.00 | 270.07 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $7.2k | 67.00 | 107.13 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $7.1k | 110.00 | 64.35 | |
Uipath Cl A (PATH) | 0.0 | $6.8k | 400.00 | 17.11 | |
Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $6.6k | 90.00 | 73.58 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $6.4k | 36.00 | 176.75 | |
Duke Energy Corp Com New (DUK) | 0.0 | $6.3k | 71.00 | 88.51 | |
Etf Ser Solutions Distillate Us (DSTL) | 0.0 | $6.3k | 140.00 | 44.64 | |
International Business Machines (IBM) | 0.0 | $6.2k | 44.00 | 141.89 | |
Tekla Life Sciences Invs Sh Ben Int (HQL) | 0.0 | $6.2k | 493.00 | 12.48 | |
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $6.0k | 155.00 | 38.74 | |
salesforce (CRM) | 0.0 | $5.9k | 29.00 | 202.79 | |
MGM Resorts International. (MGM) | 0.0 | $5.8k | 158.00 | 36.76 | |
Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $5.8k | 150.00 | 38.59 | |
ConocoPhillips (COP) | 0.0 | $5.7k | 48.00 | 118.73 | |
Eli Lilly & Co. (LLY) | 0.0 | $5.6k | 10.00 | 562.10 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $5.6k | 80.00 | 69.97 | |
Baidu Spon Adr Rep A (BIDU) | 0.0 | $5.5k | 41.00 | 134.34 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $5.4k | 111.00 | 48.93 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $5.4k | 92.00 | 58.18 | |
Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $5.1k | 57.00 | 90.30 | |
Ishares Tr SP SML 600 GWT (IJT) | 0.0 | $5.0k | 46.00 | 109.67 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $4.9k | 55.00 | 89.22 | |
Chubb (CB) | 0.0 | $4.9k | 23.00 | 211.48 | |
Realty Income (O) | 0.0 | $4.7k | 95.00 | 49.94 | |
Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $4.7k | 90.00 | 52.46 | |
Nucor Corporation (NUE) | 0.0 | $4.7k | 30.00 | 156.37 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $4.6k | 125.00 | 37.00 | |
Agilon Health (AGL) | 0.0 | $4.6k | 260.00 | 17.76 | |
Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $4.5k | 150.00 | 30.08 | |
Cintas Corporation (CTAS) | 0.0 | $4.5k | 9.00 | 498.78 | |
American Express Company (AXP) | 0.0 | $4.5k | 30.00 | 149.20 | |
Select Sector Spdr Tr Indl (XLI) | 0.0 | $4.3k | 42.00 | 101.38 | |
Zoetis Cl A (ZTS) | 0.0 | $4.3k | 24.00 | 177.25 | |
Genuine Parts Company (GPC) | 0.0 | $4.3k | 29.00 | 146.62 | |
Morgan Stanley Com New (MS) | 0.0 | $4.2k | 52.00 | 81.13 | |
Docusign (DOCU) | 0.0 | $4.2k | 100.00 | 42.00 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $4.1k | 90.00 | 45.30 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $4.0k | 48.00 | 82.52 | |
Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $3.9k | 135.00 | 28.96 | |
TJX Companies (TJX) | 0.0 | $3.9k | 44.00 | 88.66 | |
Ast Spacemobile Com Cl A (ASTS) | 0.0 | $3.8k | 1.0k | 3.80 | |
Listed Fd Tr Horizon Kinetics (INFL) | 0.0 | $3.7k | 123.00 | 30.44 | |
Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $3.7k | 79.00 | 47.08 | |
Valley National Ban (VLY) | 0.0 | $3.7k | 432.00 | 8.56 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.6k | 24.00 | 151.83 | |
Plug Power Com New (PLUG) | 0.0 | $3.6k | 475.00 | 7.60 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $3.6k | 7.00 | 509.86 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $3.5k | 11.00 | 320.73 | |
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.0 | $3.5k | 70.00 | 49.94 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $3.5k | 65.00 | 53.60 | |
Cardinal Health (CAH) | 0.0 | $3.4k | 39.00 | 86.82 | |
Air Products & Chemicals (APD) | 0.0 | $3.3k | 12.00 | 279.08 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $3.3k | 46.00 | 72.37 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $3.2k | 39.00 | 81.41 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $3.2k | 24.00 | 131.79 | |
Stryker Corporation (SYK) | 0.0 | $3.1k | 11.00 | 283.09 | |
Novartis Sponsored Adr (NVS) | 0.0 | $3.1k | 30.00 | 102.53 | |
World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $3.0k | 83.00 | 36.66 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.0k | 35.00 | 86.74 | |
Darden Restaurants (DRI) | 0.0 | $3.0k | 21.00 | 143.24 | |
Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $3.0k | 73.00 | 40.85 | |
Ansys (ANSS) | 0.0 | $3.0k | 10.00 | 297.60 | |
Roper Industries (ROP) | 0.0 | $3.0k | 6.00 | 493.00 | |
Welltower Inc Com reit (WELL) | 0.0 | $2.9k | 36.00 | 80.92 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $2.9k | 87.00 | 33.17 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $2.9k | 132.00 | 21.76 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.9k | 42.00 | 68.05 | |
Abbott Laboratories (ABT) | 0.0 | $2.9k | 30.00 | 95.23 | |
Carnival Corp Common Stock (CCL) | 0.0 | $2.9k | 208.00 | 13.72 | |
Motorola Solutions Com New (MSI) | 0.0 | $2.8k | 10.00 | 284.90 | |
Bce Com New (BCE) | 0.0 | $2.8k | 73.00 | 38.04 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $2.7k | 14.00 | 193.86 | |
Ishares Tr 10 Yr Invst Grd (IGLB) | 0.0 | $2.7k | 57.00 | 47.14 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $2.7k | 30.00 | 89.30 | |
Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $2.7k | 77.00 | 34.66 | |
Canadian Natl Ry (CNI) | 0.0 | $2.6k | 24.00 | 109.62 | |
S&p Global (SPGI) | 0.0 | $2.6k | 7.00 | 375.86 | |
IDEXX Laboratories (IDXX) | 0.0 | $2.6k | 6.00 | 437.33 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $2.5k | 39.00 | 65.23 | |
Xcel Energy (XEL) | 0.0 | $2.5k | 44.00 | 57.68 | |
Cme (CME) | 0.0 | $2.5k | 12.00 | 207.25 | |
Zto Express Cayman Sponsored Ads A (ZTO) | 0.0 | $2.4k | 100.00 | 24.17 | |
Ishares Tr Core Msci Total (IXUS) | 0.0 | $2.4k | 40.00 | 59.60 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $2.3k | 23.00 | 102.00 | |
Novocure Ord Shs (NVCR) | 0.0 | $2.3k | 145.00 | 16.15 | |
Dover Corporation (DOV) | 0.0 | $2.3k | 17.00 | 137.59 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $2.3k | 19.00 | 120.84 | |
Snowflake Cl A (SNOW) | 0.0 | $2.3k | 15.00 | 152.80 | |
Organon Common Stock (OGN) | 0.0 | $2.2k | 127.00 | 17.36 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $2.1k | 25.00 | 84.24 | |
Diageo Spon Adr New (DEO) | 0.0 | $2.1k | 14.00 | 147.71 | |
Asana Cl A (ASAN) | 0.0 | $2.0k | 110.00 | 18.31 | |
Invitation Homes (INVH) | 0.0 | $2.0k | 63.00 | 31.68 | |
Unilever Spon Adr New (UL) | 0.0 | $2.0k | 40.00 | 49.88 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.0k | 180.00 | 10.86 | |
Omega Healthcare Investors (OHI) | 0.0 | $1.9k | 58.00 | 33.16 | |
Crown Castle Intl (CCI) | 0.0 | $1.8k | 19.00 | 94.05 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $1.7k | 100.00 | 17.32 | |
Infosys Sponsored Adr (INFY) | 0.0 | $1.7k | 100.00 | 17.11 | |
Alteryx Com Cl A | 0.0 | $1.7k | 45.00 | 37.69 | |
Cytokinetics Com New (CYTK) | 0.0 | $1.7k | 57.00 | 29.46 | |
Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $1.6k | 106.00 | 15.23 | |
Truist Financial Corp equities (TFC) | 0.0 | $1.6k | 55.00 | 28.62 | |
Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $1.5k | 27.00 | 57.07 | |
Dollar General (DG) | 0.0 | $1.5k | 14.00 | 108.86 | |
Marathon Oil Corporation (MRO) | 0.0 | $1.4k | 54.00 | 26.76 | |
Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $1.3k | 166.00 | 7.99 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.3k | 14.00 | 93.93 | |
Advanced Micro Devices (AMD) | 0.0 | $1.2k | 12.00 | 102.83 | |
Global X Fds Aging Population (AGNG) | 0.0 | $1.2k | 45.00 | 26.02 | |
Doubleline Opportunistic Cr (DBL) | 0.0 | $1.1k | 77.00 | 14.64 | |
Mattel (MAT) | 0.0 | $1.1k | 50.00 | 22.04 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $1.1k | 131.00 | 8.41 | |
Generac Holdings (GNRC) | 0.0 | $1.1k | 10.00 | 109.00 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.0k | 15.00 | 69.13 | |
Moderna (MRNA) | 0.0 | $1.0k | 10.00 | 103.30 | |
Kinder Morgan (KMI) | 0.0 | $978.001700 | 59.00 | 16.58 | |
Livent Corp | 0.0 | $956.997600 | 52.00 | 18.40 | |
Fidelity Covington Trust Fidelity Rel Est (FPRO) | 0.0 | $932.000000 | 50.00 | 18.64 | |
Maui Land & Pineapple (MLP) | 0.0 | $927.997000 | 70.00 | 13.26 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $922.000000 | 16.00 | 57.62 | |
Viatris (VTRS) | 0.0 | $827.996400 | 84.00 | 9.86 | |
Ford Motor Company (F) | 0.0 | $823.000200 | 66.00 | 12.47 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $757.000000 | 25.00 | 30.28 | |
Immunic (IMUX) | 0.0 | $661.995000 | 450.00 | 1.47 | |
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $606.000600 | 18.00 | 33.67 | |
Blackrock Etf Trust World Ex Us Carb (LCTD) | 0.0 | $604.000500 | 15.00 | 40.27 | |
Chewy Cl A (CHWY) | 0.0 | $602.999100 | 33.00 | 18.27 | |
Hldgs (UAL) | 0.0 | $550.000100 | 13.00 | 42.31 | |
Nuveen Quality Pref. Inc. Fund II | 0.0 | $540.003200 | 88.00 | 6.14 | |
Wells Fargo & Company (WFC) | 0.0 | $409.000000 | 10.00 | 40.90 | |
General Motors Company (GM) | 0.0 | $364.999800 | 11.00 | 33.18 | |
Analog Devices (ADI) | 0.0 | $350.000000 | 2.00 | 175.00 | |
MaxLinear (MXL) | 0.0 | $334.000500 | 15.00 | 22.27 | |
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.0 | $332.000000 | 5.00 | 66.40 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $298.999400 | 14.00 | 21.36 | |
Micron Technology (MU) | 0.0 | $272.000000 | 4.00 | 68.00 | |
Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $259.000000 | 2.00 | 129.50 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $212.000000 | 1.00 | 212.00 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $208.000000 | 4.00 | 52.00 | |
Ideanomics Com New (IDEX) | 0.0 | $179.997600 | 74.00 | 2.43 | |
Block Cl A (SQ) | 0.0 | $177.000000 | 4.00 | 44.25 | |
Procure Etf Trust Ii Space Etf (UFO) | 0.0 | $168.000000 | 10.00 | 16.80 | |
Unity Software (U) | 0.0 | $157.000000 | 5.00 | 31.40 | |
Nrg Energy Com New (NRG) | 0.0 | $156.000000 | 4.00 | 39.00 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $121.000000 | 8.00 | 15.12 | |
Global X Fds Cannabis Etf New | 0.0 | $80.000400 | 12.00 | 6.67 | |
Matson (MATX) | 0.0 | $75.000000 | 1.00 | 75.00 | |
Bloom Energy Corp Com Cl A (BE) | 0.0 | $66.000000 | 5.00 | 13.20 | |
Alexander & Baldwin (ALEX) | 0.0 | $9.000000 | 1.00 | 9.00 | |
Advent Technologies Holdng I Com Cl A (ADN) | 0.0 | $8.000000 | 20.00 | 0.40 | |
First Hawaiian (FHB) | 0.0 | $0 | 0 | 0.00 |