Burney Co/ as of March 31, 2020
Portfolio Holdings for Burney Co/
Burney Co/ holds 423 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.1 | $66M | 260k | 254.27 | |
Microsoft Corporation (MSFT) | 2.3 | $30M | 189k | 157.71 | |
UnitedHealth (UNH) | 2.0 | $26M | 103k | 249.38 | |
Verizon Communications (VZ) | 1.8 | $23M | 429k | 53.73 | |
Alphabet Inc Class A cs (GOOGL) | 1.7 | $22M | 19k | 1161.92 | |
L3harris Technologies (LHX) | 1.6 | $21M | 118k | 180.12 | |
MasterCard Incorporated (MA) | 1.4 | $18M | 76k | 241.56 | |
Intel Corporation (INTC) | 1.3 | $16M | 301k | 54.12 | |
TJX Companies (TJX) | 1.1 | $15M | 308k | 47.81 | |
Comcast Corporation (CMCSA) | 1.1 | $15M | 424k | 34.38 | |
Oracle Corporation (ORCL) | 1.1 | $15M | 301k | 48.33 | |
Accenture (ACN) | 1.1 | $15M | 89k | 163.26 | |
Discover Financial Services (DFS) | 1.1 | $14M | 402k | 35.67 | |
Visa (V) | 1.1 | $14M | 89k | 161.12 | |
Allison Transmission Hldngs I (ALSN) | 1.1 | $14M | 435k | 32.61 | |
Eli Lilly & Co. (LLY) | 1.1 | $14M | 102k | 138.72 | |
Vanguard Short-Term Bond ETF (BSV) | 1.1 | $14M | 168k | 82.18 | |
NorthWestern Corporation (NWE) | 0.9 | $12M | 201k | 59.73 | |
Lam Research Corporation (LRCX) | 0.9 | $12M | 50k | 240.00 | |
International Business Machines (IBM) | 0.9 | $12M | 107k | 110.50 | |
Verisign (VRSN) | 0.9 | $12M | 66k | 180.14 | |
Berkshire Hathaway (BRK.B) | 0.9 | $12M | 64k | 182.83 | |
MetLife (MET) | 0.9 | $11M | 374k | 30.55 | |
Home Depot (HD) | 0.8 | $11M | 59k | 186.72 | |
Raytheon Company | 0.8 | $11M | 84k | 131.15 | |
Dover Corporation (DOV) | 0.8 | $11M | 129k | 84.04 | |
Amgen (AMGN) | 0.8 | $11M | 53k | 202.72 | |
Reinsurance Group of America (RGA) | 0.8 | $11M | 129k | 84.14 | |
Wal-Mart Stores (WMT) | 0.8 | $11M | 95k | 113.62 | |
McKesson Corporation (MCK) | 0.8 | $11M | 80k | 134.95 | |
Procter & Gamble Company (PG) | 0.8 | $11M | 95k | 110.00 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $10M | 82k | 127.88 | |
Fair Isaac Corporation (FICO) | 0.8 | $10M | 33k | 307.68 | |
Applied Materials (AMAT) | 0.8 | $10M | 219k | 45.82 | |
AmerisourceBergen (COR) | 0.8 | $10M | 113k | 88.50 | |
AutoZone (AZO) | 0.8 | $10M | 12k | 845.96 | |
Waters Corporation (WAT) | 0.8 | $9.8M | 54k | 182.06 | |
Target Corporation (TGT) | 0.7 | $9.5M | 103k | 93.11 | |
Verisk Analytics (VRSK) | 0.7 | $9.2M | 66k | 139.75 | |
Raymond James Financial (RJF) | 0.6 | $8.4M | 133k | 63.20 | |
Allstate Corporation (ALL) | 0.6 | $8.3M | 90k | 91.73 | |
CACI International (CACI) | 0.6 | $8.1M | 39k | 211.16 | |
Tyson Foods (TSN) | 0.6 | $8.1M | 140k | 57.80 | |
United Technologies Corporation | 0.6 | $7.7M | 81k | 94.33 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.6 | $7.5M | 291k | 25.84 | |
Facebook Inc cl a (META) | 0.6 | $7.5M | 45k | 167.00 | |
Brady Corporation (BRC) | 0.6 | $7.4M | 165k | 45.10 | |
Vanguard S&p 500 Etf idx (VOO) | 0.6 | $7.3M | 30k | 240.00 | |
Lockheed Martin Corporation (LMT) | 0.5 | $7.1M | 21k | 338.95 | |
Hca Holdings (HCA) | 0.5 | $7.1M | 79k | 89.85 | |
Exelon Corporation (EXC) | 0.5 | $7.0M | 192k | 36.76 | |
Eastman Chemical Company (EMN) | 0.5 | $7.0M | 151k | 46.58 | |
Universal Health Services (UHS) | 0.5 | $6.8M | 69k | 99.08 | |
Ross Stores (ROST) | 0.5 | $6.7M | 77k | 86.97 | |
FactSet Research Systems (FDS) | 0.5 | $6.6M | 25k | 260.69 | |
Walt Disney Company (DIS) | 0.5 | $6.5M | 67k | 96.57 | |
McGrath Rent (MGRC) | 0.5 | $6.4M | 122k | 52.31 | |
Johnson & Johnson (JNJ) | 0.5 | $6.4M | 49k | 131.16 | |
At&t (T) | 0.5 | $6.4M | 218k | 29.15 | |
Pfizer (PFE) | 0.5 | $6.3M | 194k | 32.64 | |
Capital One Financial (COF) | 0.5 | $6.3M | 125k | 50.42 | |
Pepsi (PEP) | 0.5 | $6.3M | 53k | 120.09 | |
First Interstate Bancsystem (FIBK) | 0.5 | $6.3M | 217k | 28.84 | |
M.D.C. Holdings | 0.5 | $6.2M | 268k | 23.20 | |
PPG Industries (PPG) | 0.5 | $6.2M | 74k | 83.61 | |
Emerson Electric (EMR) | 0.5 | $6.2M | 129k | 47.65 | |
Gilead Sciences (GILD) | 0.5 | $6.2M | 82k | 74.77 | |
Cardinal Health (CAH) | 0.5 | $6.2M | 128k | 47.94 | |
Texas Instruments Incorporated (TXN) | 0.4 | $5.8M | 58k | 99.93 | |
Parker-Hannifin Corporation (PH) | 0.4 | $5.8M | 45k | 129.72 | |
Travelers Companies (TRV) | 0.4 | $5.6M | 57k | 99.67 | |
Valero Energy Corporation (VLO) | 0.4 | $5.6M | 123k | 45.32 | |
Union Pacific Corporation (UNP) | 0.4 | $5.5M | 39k | 141.05 | |
Booking Holdings (BKNG) | 0.4 | $5.5M | 4.1k | 1345.27 | |
Quanta Services (PWR) | 0.4 | $5.4M | 171k | 31.73 | |
Mettler-Toledo International (MTD) | 0.4 | $5.4M | 7.8k | 690.53 | |
Abbvie (ABBV) | 0.4 | $5.4M | 71k | 76.19 | |
PPL Corporation (PPL) | 0.4 | $5.3M | 214k | 24.68 | |
Toro Company (TTC) | 0.4 | $5.3M | 81k | 65.08 | |
Popular (BPOP) | 0.4 | $5.2M | 147k | 35.00 | |
Lowe's Companies (LOW) | 0.4 | $4.9M | 57k | 86.05 | |
Prudential Financial (PRU) | 0.4 | $4.6M | 88k | 52.14 | |
iShares Russell 2000 Index (IWM) | 0.4 | $4.6M | 40k | 114.45 | |
Encompass Health Corp (EHC) | 0.4 | $4.6M | 71k | 64.03 | |
Steven Madden (SHOO) | 0.3 | $4.6M | 195k | 23.33 | |
Varian Medical Systems | 0.3 | $4.5M | 44k | 102.66 | |
Exxon Mobil Corporation (XOM) | 0.3 | $4.5M | 117k | 37.97 | |
Reliance Steel & Aluminum (RS) | 0.3 | $4.5M | 51k | 87.59 | |
Jones Lang LaSalle Incorporated (JLL) | 0.3 | $4.3M | 43k | 101.03 | |
CSX Corporation (CSX) | 0.3 | $4.3M | 75k | 57.30 | |
Chevron Corporation (CVX) | 0.3 | $4.3M | 59k | 72.30 | |
F5 Networks (FFIV) | 0.3 | $4.2M | 39k | 107.02 | |
NewMarket Corporation (NEU) | 0.3 | $4.2M | 11k | 382.91 | |
Group 1 Automotive (GPI) | 0.3 | $4.2M | 94k | 44.26 | |
Caterpillar (CAT) | 0.3 | $4.2M | 36k | 116.04 | |
Walker & Dunlop (WD) | 0.3 | $4.0M | 100k | 40.27 | |
Snap-on Incorporated (SNA) | 0.3 | $4.0M | 37k | 108.83 | |
First American Financial (FAF) | 0.3 | $4.0M | 94k | 42.41 | |
Taylor Morrison Hom (TMHC) | 0.3 | $4.0M | 364k | 10.98 | |
Deere & Company (DE) | 0.3 | $4.0M | 29k | 138.17 | |
Nucor Corporation (NUE) | 0.3 | $3.9M | 110k | 36.02 | |
Phillips 66 (PSX) | 0.3 | $3.9M | 72k | 53.86 | |
Pvh Corporation (PVH) | 0.3 | $3.8M | 101k | 37.64 | |
PS Business Parks | 0.3 | $3.8M | 28k | 135.53 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.3 | $3.7M | 90k | 40.86 | |
Southwest Gas Corporation (SWX) | 0.3 | $3.7M | 53k | 69.56 | |
Amdocs Ltd ord (DOX) | 0.3 | $3.6M | 66k | 54.96 | |
Amazon (AMZN) | 0.3 | $3.6M | 1.9k | 1949.69 | |
3M Company (MMM) | 0.3 | $3.5M | 26k | 136.52 | |
Terex Corporation (TEX) | 0.3 | $3.4M | 239k | 14.36 | |
MKS Instruments (MKSI) | 0.3 | $3.4M | 42k | 81.44 | |
BP (BP) | 0.3 | $3.3M | 137k | 24.39 | |
American Financial (AFG) | 0.3 | $3.3M | 47k | 70.08 | |
Cisco Systems (CSCO) | 0.2 | $3.2M | 81k | 39.31 | |
Republic Services (RSG) | 0.2 | $3.2M | 42k | 75.07 | |
Ball Corporation (BALL) | 0.2 | $3.1M | 49k | 64.66 | |
Boeing Company (BA) | 0.2 | $3.1M | 21k | 149.17 | |
McDonald's Corporation (MCD) | 0.2 | $3.1M | 19k | 165.34 | |
Sherwin-Williams Company (SHW) | 0.2 | $3.1M | 6.7k | 459.56 | |
Cbre Group Inc Cl A (CBRE) | 0.2 | $3.1M | 81k | 37.71 | |
Akamai Technologies (AKAM) | 0.2 | $3.1M | 33k | 91.49 | |
Suncor Energy (SU) | 0.2 | $2.9M | 186k | 15.80 | |
W.R. Berkley Corporation (WRB) | 0.2 | $2.9M | 56k | 52.16 | |
Kroger (KR) | 0.2 | $2.9M | 95k | 30.12 | |
Abbott Laboratories (ABT) | 0.2 | $2.9M | 36k | 78.91 | |
Jack Henry & Associates (JKHY) | 0.2 | $2.8M | 18k | 155.21 | |
Discovery Communications | 0.2 | $2.8M | 146k | 19.44 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $2.8M | 31k | 90.02 | |
Autodesk (ADSK) | 0.2 | $2.8M | 18k | 156.12 | |
AFLAC Incorporated (AFL) | 0.2 | $2.8M | 82k | 34.24 | |
CSG Systems International (CSGS) | 0.2 | $2.7M | 65k | 41.84 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $2.7M | 76k | 35.75 | |
Ihs Markit | 0.2 | $2.7M | 45k | 60.00 | |
Marathon Petroleum Corp (MPC) | 0.2 | $2.7M | 113k | 23.62 | |
Icon (ICLR) | 0.2 | $2.6M | 19k | 135.99 | |
Manulife Finl Corp (MFC) | 0.2 | $2.6M | 206k | 12.54 | |
Moog (MOG.A) | 0.2 | $2.6M | 51k | 50.54 | |
A. O. Smith Corporation (AOS) | 0.2 | $2.5M | 67k | 37.81 | |
Illinois Tool Works (ITW) | 0.2 | $2.5M | 18k | 142.12 | |
Entergy Corporation (ETR) | 0.2 | $2.5M | 27k | 93.96 | |
Arrow Electronics (ARW) | 0.2 | $2.5M | 48k | 51.87 | |
CVS Caremark Corporation (CVS) | 0.2 | $2.5M | 42k | 59.32 | |
Constellation Brands (STZ) | 0.2 | $2.5M | 17k | 143.35 | |
Laboratory Corp. of America Holdings | 0.2 | $2.5M | 20k | 126.41 | |
Anthem (ELV) | 0.2 | $2.4M | 11k | 227.01 | |
Prologis (PLD) | 0.2 | $2.4M | 30k | 80.39 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $2.4M | 72k | 33.55 | |
Global Payments (GPN) | 0.2 | $2.4M | 17k | 144.25 | |
Vanguard Growth ETF (VUG) | 0.2 | $2.4M | 15k | 156.19 | |
Broadridge Financial Solutions (BR) | 0.2 | $2.3M | 25k | 94.83 | |
VMware | 0.2 | $2.3M | 19k | 121.11 | |
Bloomin Brands (BLMN) | 0.2 | $2.3M | 323k | 7.14 | |
Motorola Solutions (MSI) | 0.2 | $2.3M | 17k | 132.92 | |
Becton, Dickinson and (BDX) | 0.2 | $2.2M | 9.8k | 229.74 | |
Silgan Holdings (SLGN) | 0.2 | $2.2M | 76k | 29.02 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $2.2M | 22k | 100.55 | |
Electronic Arts (EA) | 0.2 | $2.2M | 22k | 100.19 | |
Dollar General (DG) | 0.2 | $2.1M | 14k | 150.97 | |
Citigroup (C) | 0.2 | $2.1M | 51k | 42.13 | |
Bristol Myers Squibb (BMY) | 0.2 | $2.1M | 38k | 55.67 | |
SkyWest (SKYW) | 0.2 | $2.1M | 78k | 26.19 | |
Vanguard Value ETF (VTV) | 0.2 | $2.0M | 23k | 89.17 | |
Ingredion Incorporated (INGR) | 0.2 | $2.0M | 26k | 75.52 | |
United Parcel Service (UPS) | 0.2 | $2.0M | 21k | 93.41 | |
Cit | 0.2 | $2.0M | 114k | 17.26 | |
Landstar System (LSTR) | 0.2 | $2.0M | 21k | 95.65 | |
J Global (ZD) | 0.2 | $2.0M | 26k | 74.84 | |
Biogen Idec (BIIB) | 0.1 | $1.9M | 6.1k | 316.31 | |
Unum (UNM) | 0.1 | $1.9M | 128k | 15.01 | |
Pulte (PHM) | 0.1 | $1.9M | 86k | 22.32 | |
AstraZeneca (AZN) | 0.1 | $1.9M | 43k | 44.67 | |
Nike (NKE) | 0.1 | $1.8M | 22k | 82.75 | |
General Dynamics Corporation (GD) | 0.1 | $1.8M | 14k | 132.33 | |
Merck & Co (MRK) | 0.1 | $1.8M | 23k | 76.94 | |
Archer Daniels Midland Company (ADM) | 0.1 | $1.7M | 49k | 35.18 | |
Cummins (CMI) | 0.1 | $1.7M | 13k | 135.35 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | 5.4k | 318.28 | |
Yum! Brands (YUM) | 0.1 | $1.7M | 25k | 68.54 | |
Dolby Laboratories (DLB) | 0.1 | $1.7M | 32k | 54.22 | |
Jazz Pharmaceuticals (JAZZ) | 0.1 | $1.7M | 17k | 99.76 | |
Fiserv (FI) | 0.1 | $1.7M | 18k | 94.97 | |
Norfolk Southern (NSC) | 0.1 | $1.6M | 11k | 146.00 | |
FedEx Corporation (FDX) | 0.1 | $1.6M | 13k | 121.27 | |
Cigna Corp (CI) | 0.1 | $1.6M | 9.2k | 175.68 | |
Aaron's | 0.1 | $1.6M | 71k | 22.79 | |
John Hancock Preferred Income Fund III (HPS) | 0.1 | $1.6M | 118k | 13.66 | |
Honeywell International (HON) | 0.1 | $1.6M | 12k | 133.76 | |
Simmons First National Corporation (SFNC) | 0.1 | $1.6M | 87k | 18.40 | |
Automatic Data Processing (ADP) | 0.1 | $1.6M | 12k | 136.72 | |
Scotts Miracle-Gro Company (SMG) | 0.1 | $1.6M | 15k | 102.42 | |
SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.1 | $1.6M | 34k | 46.17 | |
Nuveen Quality Pref. Inc. Fund II | 0.1 | $1.6M | 215k | 7.26 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.5M | 1.3k | 1160.00 | |
CenterPoint Energy (CNP) | 0.1 | $1.5M | 100k | 15.45 | |
Cohen & Steers Quality Income Realty (RQI) | 0.1 | $1.5M | 170k | 9.04 | |
Omni (OMC) | 0.1 | $1.5M | 28k | 54.91 | |
Coca-Cola Company (KO) | 0.1 | $1.5M | 34k | 44.24 | |
Covanta Holding Corporation | 0.1 | $1.4M | 167k | 8.55 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $1.4M | 12k | 115.37 | |
Paychex (PAYX) | 0.1 | $1.4M | 22k | 62.90 | |
MSC Industrial Direct (MSM) | 0.1 | $1.4M | 25k | 54.97 | |
UniFirst Corporation (UNF) | 0.1 | $1.3M | 8.9k | 151.10 | |
Helen Of Troy (HELE) | 0.1 | $1.3M | 9.2k | 144.08 | |
Whirlpool Corporation (WHR) | 0.1 | $1.3M | 15k | 85.82 | |
Medtronic (MDT) | 0.1 | $1.3M | 15k | 90.18 | |
Encore Capital (ECPG) | 0.1 | $1.3M | 56k | 23.38 | |
Progressive Corporation (PGR) | 0.1 | $1.3M | 18k | 73.86 | |
GATX Corporation (GATX) | 0.1 | $1.3M | 21k | 62.54 | |
Equifax (EFX) | 0.1 | $1.3M | 11k | 119.47 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | 4.1k | 302.49 | |
Cracker Barrel Old Country Store (CBRL) | 0.1 | $1.2M | 15k | 83.23 | |
Huntsman Corporation (HUN) | 0.1 | $1.2M | 85k | 14.43 | |
Industries N shs - a - (LYB) | 0.1 | $1.2M | 25k | 49.63 | |
V.F. Corporation (VFC) | 0.1 | $1.2M | 23k | 54.06 | |
United Therapeutics Corporation (UTHR) | 0.1 | $1.2M | 13k | 94.85 | |
Bank of America Corporation (BAC) | 0.1 | $1.2M | 56k | 21.23 | |
Citrix Systems | 0.1 | $1.2M | 8.3k | 141.50 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $1.1M | 25k | 46.46 | |
Humana (HUM) | 0.1 | $1.1M | 3.6k | 314.16 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $1.1M | 5.9k | 190.59 | |
Hershey Company (HSY) | 0.1 | $1.1M | 8.4k | 132.54 | |
Broadcom (AVGO) | 0.1 | $1.1M | 4.6k | 237.19 | |
Edgewell Pers Care (EPC) | 0.1 | $1.1M | 45k | 24.09 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.1M | 16k | 66.39 | |
Southwest Airlines (LUV) | 0.1 | $1.1M | 30k | 35.62 | |
Curtiss-Wright (CW) | 0.1 | $1.1M | 12k | 92.40 | |
Centene Corporation (CNC) | 0.1 | $1.1M | 18k | 59.41 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $1.0M | 2.1k | 488.45 | |
Baxter International (BAX) | 0.1 | $1.0M | 13k | 81.21 | |
Waddell & Reed Financial | 0.1 | $1.0M | 89k | 11.38 | |
Assurant (AIZ) | 0.1 | $991k | 9.5k | 104.04 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $967k | 185k | 5.24 | |
ConAgra Foods (CAG) | 0.1 | $963k | 33k | 29.33 | |
Fidelity National Information Services (FIS) | 0.1 | $962k | 7.9k | 121.68 | |
Ametek (AME) | 0.1 | $955k | 13k | 72.03 | |
Ally Financial (ALLY) | 0.1 | $951k | 66k | 14.43 | |
Sun Life Financial (SLF) | 0.1 | $933k | 29k | 32.10 | |
Thermo Fisher Scientific (TMO) | 0.1 | $932k | 3.3k | 283.63 | |
Nic | 0.1 | $910k | 40k | 23.00 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $881k | 6.1k | 143.74 | |
Steel Dynamics (STLD) | 0.1 | $876k | 39k | 22.53 | |
SYSCO Corporation (SYY) | 0.1 | $876k | 19k | 45.64 | |
Dollar Tree (DLTR) | 0.1 | $872k | 12k | 73.46 | |
Tractor Supply Company (TSCO) | 0.1 | $860k | 10k | 84.55 | |
Clorox Company (CLX) | 0.1 | $859k | 5.0k | 173.33 | |
Rockwell Automation (ROK) | 0.1 | $850k | 5.6k | 150.84 | |
American Tower Reit (AMT) | 0.1 | $842k | 3.9k | 217.80 | |
Open Text Corp (OTEX) | 0.1 | $834k | 24k | 34.92 | |
Westrock (WRK) | 0.1 | $821k | 29k | 28.27 | |
Dominion Resources (D) | 0.1 | $813k | 11k | 72.18 | |
Sanderson Farms | 0.1 | $813k | 6.6k | 123.28 | |
Delta Air Lines (DAL) | 0.1 | $800k | 28k | 28.52 | |
Eaton (ETN) | 0.1 | $798k | 10k | 77.66 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $795k | 5.3k | 150.54 | |
Expeditors International of Washington (EXPD) | 0.1 | $786k | 12k | 66.72 | |
Costco Wholesale Corporation (COST) | 0.1 | $770k | 2.7k | 285.08 | |
Stanley Black & Decker (SWK) | 0.1 | $766k | 7.7k | 99.96 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $760k | 24k | 31.86 | |
Campbell Soup Company (CPB) | 0.1 | $759k | 16k | 46.17 | |
Hasbro (HAS) | 0.1 | $742k | 10k | 71.53 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $731k | 21k | 34.12 | |
Royal Dutch Shell | 0.1 | $715k | 21k | 34.90 | |
Sap (SAP) | 0.1 | $705k | 6.4k | 110.52 | |
Starbucks Corporation (SBUX) | 0.1 | $705k | 11k | 65.62 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $703k | 13k | 53.43 | |
Discovery Communications | 0.1 | $696k | 40k | 17.55 | |
Vanguard REIT ETF (VNQ) | 0.1 | $694k | 9.9k | 70.00 | |
Enova Intl (ENVA) | 0.1 | $692k | 48k | 14.50 | |
Southern Company (SO) | 0.1 | $691k | 13k | 54.10 | |
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy | 0.1 | $689k | 31k | 22.14 | |
Louisiana-Pacific Corporation (LPX) | 0.1 | $685k | 40k | 17.17 | |
Timken Company (TKR) | 0.1 | $681k | 21k | 32.33 | |
Hyatt Hotels Corporation (H) | 0.1 | $674k | 14k | 47.90 | |
Altria (MO) | 0.1 | $674k | 17k | 38.69 | |
Walgreen Boots Alliance (WBA) | 0.1 | $659k | 14k | 45.75 | |
Morgan Stanley (MS) | 0.1 | $658k | 19k | 33.98 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $655k | 7.4k | 88.86 | |
International Paper Company (IP) | 0.0 | $650k | 21k | 31.12 | |
Host Hotels & Resorts (HST) | 0.0 | $636k | 58k | 11.03 | |
Celanese Corporation (CE) | 0.0 | $634k | 8.6k | 73.40 | |
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy | 0.0 | $631k | 29k | 21.66 | |
Assured Guaranty (AGO) | 0.0 | $631k | 24k | 25.81 | |
FTI Consulting (FCN) | 0.0 | $606k | 5.1k | 119.86 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $582k | 7.0k | 82.93 | |
Stepan Company (SCL) | 0.0 | $579k | 6.5k | 88.48 | |
State Street Corporation (STT) | 0.0 | $575k | 11k | 53.31 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $573k | 3.8k | 150.20 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $572k | 10k | 55.22 | |
SVB Financial (SIVBQ) | 0.0 | $572k | 3.8k | 150.00 | |
General Electric Company | 0.0 | $567k | 71k | 7.94 | |
Molina Healthcare (MOH) | 0.0 | $564k | 4.0k | 139.81 | |
Qualcomm (QCOM) | 0.0 | $552k | 8.2k | 67.59 | |
CONMED Corporation (CNMD) | 0.0 | $552k | 9.6k | 57.23 | |
Marriott International (MAR) | 0.0 | $537k | 7.2k | 74.86 | |
Wells Fargo & Company (WFC) | 0.0 | $531k | 19k | 28.71 | |
Rio Tinto (RIO) | 0.0 | $527k | 12k | 45.55 | |
National Health Investors (NHI) | 0.0 | $513k | 10k | 49.53 | |
Skyworks Solutions (SWKS) | 0.0 | $500k | 5.6k | 89.40 | |
Annaly Capital Management | 0.0 | $496k | 98k | 5.07 | |
Bio-Rad Laboratories (BIO) | 0.0 | $494k | 1.4k | 350.35 | |
UGI Corporation (UGI) | 0.0 | $490k | 18k | 26.69 | |
EnerSys (ENS) | 0.0 | $484k | 9.8k | 49.49 | |
Enterprise Products Partners (EPD) | 0.0 | $484k | 34k | 14.30 | |
Tor Dom Bk Cad (TD) | 0.0 | $479k | 11k | 42.37 | |
Canon (CAJPY) | 0.0 | $476k | 22k | 21.62 | |
Old Republic International Corporation (ORI) | 0.0 | $472k | 31k | 15.24 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $471k | 5.5k | 85.30 | |
Graham Hldgs (GHC) | 0.0 | $465k | 1.4k | 341.16 | |
EnPro Industries (NPO) | 0.0 | $459k | 12k | 39.55 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $457k | 32k | 14.18 | |
iShares S&P 500 Index (IVV) | 0.0 | $453k | 1.8k | 258.56 | |
Hormel Foods Corporation (HRL) | 0.0 | $443k | 9.5k | 46.68 | |
W.W. Grainger (GWW) | 0.0 | $441k | 1.8k | 248.59 | |
Royal Dutch Shell | 0.0 | $437k | 13k | 32.69 | |
First Horizon National Corporation (FHN) | 0.0 | $432k | 54k | 8.06 | |
Alibaba Group Holding (BABA) | 0.0 | $431k | 2.2k | 194.32 | |
Intuit (INTU) | 0.0 | $427k | 1.9k | 229.82 | |
National HealthCare Corporation (NHC) | 0.0 | $425k | 5.9k | 71.73 | |
Avery Dennison Corporation (AVY) | 0.0 | $424k | 4.2k | 101.75 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $408k | 3.2k | 128.79 | |
Invesco Mortgage Capital | 0.0 | $387k | 113k | 3.41 | |
Bank Ozk (OZK) | 0.0 | $383k | 23k | 16.68 | |
Darden Restaurants (DRI) | 0.0 | $379k | 7.0k | 54.41 | |
Netflix (NFLX) | 0.0 | $373k | 993.00 | 375.63 | |
Hanesbrands (HBI) | 0.0 | $371k | 47k | 7.87 | |
Xylem (XYL) | 0.0 | $368k | 5.7k | 65.08 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $368k | 3.9k | 94.75 | |
Philip Morris International (PM) | 0.0 | $365k | 5.0k | 73.01 | |
Worthington Industries (WOR) | 0.0 | $360k | 14k | 26.24 | |
Consolidated Edison (ED) | 0.0 | $356k | 4.6k | 77.92 | |
Hp (HPQ) | 0.0 | $351k | 20k | 17.38 | |
Ford Motor Company (F) | 0.0 | $350k | 73k | 4.83 | |
Firstcash | 0.0 | $347k | 4.8k | 71.72 | |
Nextera Energy (NEE) | 0.0 | $347k | 1.4k | 240.81 | |
Trane Technologies (TT) | 0.0 | $347k | 4.2k | 82.66 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $346k | 30k | 11.65 | |
Tesla Motors (TSLA) | 0.0 | $341k | 651.00 | 524.00 | |
Hill-Rom Holdings | 0.0 | $341k | 3.4k | 100.47 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $340k | 1.6k | 219.16 | |
Duke Energy (DUK) | 0.0 | $340k | 4.2k | 80.80 | |
Ameriprise Financial (AMP) | 0.0 | $340k | 3.3k | 102.63 | |
CF Industries Holdings (CF) | 0.0 | $335k | 12k | 27.24 | |
National Presto Industries (NPK) | 0.0 | $333k | 4.7k | 70.72 | |
Gaming & Leisure Pptys (GLPI) | 0.0 | $332k | 12k | 27.72 | |
Arista Networks (ANET) | 0.0 | $330k | 1.7k | 200.00 | |
American Equity Investment Life Holding | 0.0 | $328k | 18k | 18.79 | |
Paypal Holdings (PYPL) | 0.0 | $328k | 3.4k | 95.63 | |
GlaxoSmithKline | 0.0 | $324k | 8.5k | 37.91 | |
Alaska Air (ALK) | 0.0 | $320k | 11k | 28.51 | |
Portland General Electric Company (POR) | 0.0 | $316k | 6.6k | 47.88 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $315k | 1.5k | 212.12 | |
Waste Management (WM) | 0.0 | $311k | 3.4k | 92.48 | |
Service Corporation International (SCI) | 0.0 | $304k | 7.8k | 39.08 | |
Oneok (OKE) | 0.0 | $303k | 14k | 21.79 | |
Nortonlifelock (GEN) | 0.0 | $299k | 16k | 18.70 | |
Carlisle Companies (CSL) | 0.0 | $298k | 2.4k | 125.47 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $292k | 3.6k | 80.22 | |
E TRADE Financial Corporation | 0.0 | $292k | 8.5k | 34.29 | |
FirstEnergy (FE) | 0.0 | $291k | 7.3k | 40.09 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $288k | 4.2k | 68.57 | |
Principal Financial (PFG) | 0.0 | $286k | 9.1k | 31.39 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $285k | 2.0k | 141.30 | |
Ameren Corporation (AEE) | 0.0 | $285k | 3.9k | 72.78 | |
Imperial Oil (IMO) | 0.0 | $282k | 25k | 11.31 | |
Infosys Technologies (INFY) | 0.0 | $282k | 34k | 8.22 | |
ConocoPhillips (COP) | 0.0 | $280k | 9.1k | 30.75 | |
Gentex Corporation (GNTX) | 0.0 | $278k | 13k | 22.13 | |
Mondelez Int (MDLZ) | 0.0 | $276k | 5.5k | 50.10 | |
Berkshire Hathaway (BRK.A) | 0.0 | $272k | 1.00 | 272000.00 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $270k | 10k | 26.93 | |
Diageo (DEO) | 0.0 | $270k | 2.1k | 127.06 | |
Paccar (PCAR) | 0.0 | $269k | 4.4k | 61.14 | |
salesforce (CRM) | 0.0 | $265k | 1.8k | 143.56 | |
Te Connectivity Ltd for (TEL) | 0.0 | $263k | 4.2k | 62.98 | |
Toll Brothers (TOL) | 0.0 | $256k | 13k | 19.25 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $255k | 3.6k | 71.55 | |
Match | 0.0 | $253k | 3.8k | 66.02 | |
Stryker Corporation (SYK) | 0.0 | $250k | 1.5k | 166.78 | |
NVIDIA Corporation (NVDA) | 0.0 | $244k | 925.00 | 263.78 | |
Hancock Holding Company (HWC) | 0.0 | $244k | 13k | 19.50 | |
Thor Industries (THO) | 0.0 | $242k | 5.7k | 42.17 | |
Royal Caribbean Cruises (RCL) | 0.0 | $242k | 7.5k | 32.14 | |
Chemed Corp Com Stk (CHE) | 0.0 | $239k | 551.00 | 433.76 | |
Nasdaq Omx (NDAQ) | 0.0 | $238k | 2.5k | 95.42 | |
Ansys (ANSS) | 0.0 | $238k | 1.0k | 232.20 | |
Herbalife Ltd Com Stk (HLF) | 0.0 | $227k | 7.8k | 29.18 | |
Canadian Natl Ry (CNI) | 0.0 | $226k | 2.9k | 77.53 | |
Pgx etf (PGX) | 0.0 | $224k | 17k | 13.16 | |
Codexis (CDXS) | 0.0 | $223k | 20k | 11.15 | |
Black Hills Corporation (BKH) | 0.0 | $221k | 3.4k | 64.15 | |
Deluxe Corporation (DLX) | 0.0 | $220k | 8.5k | 25.90 | |
Dow (DOW) | 0.0 | $217k | 7.4k | 29.25 | |
Seagate Technology Com Stk | 0.0 | $217k | 4.4k | 48.87 | |
InterDigital (IDCC) | 0.0 | $216k | 4.8k | 44.62 | |
Select Medical Holdings Corporation (SEM) | 0.0 | $216k | 14k | 15.02 | |
Donaldson Company (DCI) | 0.0 | $215k | 5.6k | 38.68 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $214k | 1.9k | 115.43 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $214k | 5.4k | 39.97 | |
Western Digital (WDC) | 0.0 | $209k | 5.0k | 41.57 | |
DTE Energy Company (DTE) | 0.0 | $206k | 2.2k | 95.15 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $205k | 1.6k | 131.66 | |
Dupont De Nemours (DD) | 0.0 | $203k | 5.9k | 34.15 | |
Regal-beloit Corporation (RRX) | 0.0 | $203k | 3.2k | 62.85 | |
Summit Financial | 0.0 | $203k | 9.6k | 21.26 | |
Cirrus Logic (CRUS) | 0.0 | $202k | 3.1k | 65.58 | |
Edwards Lifesciences (EW) | 0.0 | $201k | 1.1k | 188.91 | |
Universal Insurance Holdings (UVE) | 0.0 | $199k | 11k | 17.94 | |
Carnival Corporation (CCL) | 0.0 | $193k | 15k | 13.20 | |
Interpublic Group of Companies (IPG) | 0.0 | $184k | 11k | 16.16 | |
Valvoline Inc Common (VVV) | 0.0 | $166k | 13k | 13.06 | |
Regions Financial Corporation (RF) | 0.0 | $147k | 16k | 8.94 | |
Caesars Entertainment | 0.0 | $132k | 20k | 6.76 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $129k | 13k | 9.72 | |
Arbor Realty Trust (ABR) | 0.0 | $105k | 21k | 4.90 | |
Rts/bristol-myers Squibb Compa | 0.0 | $105k | 27k | 3.95 | |
Sirius Xm Holdings (SIRI) | 0.0 | $61k | 12k | 4.93 | |
Rigel Pharmaceuticals | 0.0 | $50k | 32k | 1.56 | |
Genworth Financial (GNW) | 0.0 | $50k | 15k | 3.33 | |
Arlo Technologies (ARLO) | 0.0 | $32k | 13k | 2.46 | |
Sotherly Hotels (SOHO) | 0.0 | $21k | 13k | 1.58 | |
Globalstar (GSAT) | 0.0 | $15k | 50k | 0.30 | |
Ashford Hospitality Trust | 0.0 | $10k | 13k | 0.77 | |
Chesapeake Energy Corporation | 0.0 | $6.0k | 36k | 0.17 |