Canandaigua National Bank & Trust as of Dec. 31, 2024
Portfolio Holdings for Canandaigua National Bank & Trust
Canandaigua National Bank & Trust holds 324 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 3000 Value Index (IUSV) | 6.6 | $67M | 721k | 92.59 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 4.4 | $45M | 512k | 87.90 | |
| Spdr S&p 500 Etf (SPY) | 3.9 | $40M | 68k | 586.08 | |
| Microsoft Corporation (MSFT) | 3.5 | $36M | 85k | 421.50 | |
| Apple (AAPL) | 3.3 | $34M | 135k | 250.42 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 3.0 | $31M | 381k | 80.20 | |
| Sch Fnd Intl Lg Etf (FNDF) | 2.9 | $30M | 898k | 33.21 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $24M | 221k | 107.57 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $22M | 92k | 239.71 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 1.8 | $18M | 206k | 87.25 | |
| Johnson & Johnson (JNJ) | 1.4 | $14M | 98k | 144.62 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.4 | $14M | 183k | 75.61 | |
| Procter & Gamble Company (PG) | 1.3 | $14M | 82k | 167.65 | |
| Amazon (AMZN) | 1.3 | $14M | 62k | 219.39 | |
| Oracle Corporation (ORCL) | 1.2 | $13M | 75k | 166.64 | |
| Vanguard Small-Cap ETF (VB) | 1.2 | $12M | 51k | 240.28 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $11M | 97k | 115.72 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $11M | 57k | 190.44 | |
| Pepsi (PEP) | 1.0 | $10M | 68k | 152.06 | |
| Vanguard Mid-Cap ETF (VO) | 1.0 | $10M | 38k | 264.13 | |
| McDonald's Corporation (MCD) | 0.9 | $9.4M | 33k | 289.89 | |
| NVIDIA Corporation (NVDA) | 0.9 | $9.4M | 70k | 134.29 | |
| Paychex (PAYX) | 0.9 | $9.1M | 65k | 140.22 | |
| Constellation Brands (STZ) | 0.9 | $8.7M | 39k | 221.00 | |
| MasterCard Incorporated (MA) | 0.9 | $8.7M | 17k | 526.57 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.8 | $8.2M | 202k | 40.49 | |
| Merck & Co (MRK) | 0.8 | $7.9M | 80k | 99.48 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.8 | $7.8M | 15k | 511.23 | |
| Financial Institutions (FISI) | 0.8 | $7.7M | 284k | 27.29 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.7 | $7.6M | 87k | 87.33 | |
| Chevron Corporation (CVX) | 0.7 | $7.4M | 51k | 144.84 | |
| Abbott Laboratories (ABT) | 0.7 | $7.4M | 66k | 113.11 | |
| Nextera Energy (NEE) | 0.7 | $7.2M | 101k | 71.69 | |
| International Business Machines (IBM) | 0.7 | $6.9M | 32k | 219.83 | |
| Cisco Systems (CSCO) | 0.6 | $6.4M | 109k | 59.20 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $5.9M | 12k | 485.94 | |
| Abbvie (ABBV) | 0.6 | $5.6M | 32k | 177.70 | |
| Home Depot (HD) | 0.6 | $5.6M | 14k | 388.99 | |
| Caterpillar (CAT) | 0.5 | $5.5M | 15k | 362.76 | |
| Eli Lilly & Co. (LLY) | 0.5 | $5.4M | 7.0k | 772.00 | |
| Coca-Cola Company (KO) | 0.5 | $5.4M | 87k | 62.26 | |
| Pfizer (PFE) | 0.5 | $5.3M | 200k | 26.53 | |
| Bank of America Corporation (BAC) | 0.5 | $5.3M | 120k | 43.95 | |
| Goldman Sachs (GS) | 0.5 | $5.2M | 9.1k | 572.62 | |
| Accenture (ACN) | 0.5 | $5.1M | 14k | 351.79 | |
| iShares Russell Midcap Index Fund (IWR) | 0.5 | $5.0M | 56k | 88.40 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.5 | $5.0M | 39k | 128.62 | |
| Digital Realty Trust (DLR) | 0.5 | $4.8M | 27k | 177.33 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $4.7M | 107k | 44.04 | |
| Norfolk Southern (NSC) | 0.4 | $4.5M | 19k | 234.70 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $4.4M | 141k | 31.44 | |
| Soper Company Common equities | 0.4 | $4.3M | 303.00 | 14227.41 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $4.2M | 22k | 189.30 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $4.2M | 8.1k | 520.23 | |
| Vanguard REIT ETF (VNQ) | 0.4 | $4.2M | 47k | 89.08 | |
| iShares Russell 2000 Index (IWM) | 0.4 | $4.1M | 19k | 220.96 | |
| Financial Instn 8.48 Ser B 1 Pfd Stk (FIISO) | 0.4 | $4.1M | 33k | 124.00 | |
| Wal-Mart Stores (WMT) | 0.4 | $4.1M | 45k | 90.35 | |
| TJX Companies (TJX) | 0.4 | $4.1M | 34k | 120.81 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $4.1M | 22k | 187.51 | |
| Carrier Global Corporation (CARR) | 0.4 | $4.0M | 59k | 68.26 | |
| SPDR S&P Dividend (SDY) | 0.4 | $3.8M | 29k | 132.10 | |
| Trane Technologies (TT) | 0.4 | $3.8M | 10k | 369.35 | |
| salesforce (CRM) | 0.4 | $3.8M | 11k | 334.33 | |
| Morgan Stanley (MS) | 0.4 | $3.7M | 30k | 125.72 | |
| Facebook Inc cl a (META) | 0.4 | $3.6M | 6.2k | 585.51 | |
| American Express Company (AXP) | 0.4 | $3.6M | 12k | 296.79 | |
| Lowe's Companies (LOW) | 0.3 | $3.5M | 14k | 246.80 | |
| Walt Disney Company (DIS) | 0.3 | $3.4M | 31k | 111.35 | |
| Southern Company (SO) | 0.3 | $3.4M | 41k | 82.32 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $3.4M | 7.9k | 425.50 | |
| General Dynamics Corporation (GD) | 0.3 | $3.3M | 13k | 263.49 | |
| Amgen (AMGN) | 0.3 | $3.3M | 13k | 260.64 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $3.3M | 8.1k | 401.58 | |
| Innovator Etfs Trust (ZJUL) | 0.3 | $3.2M | 120k | 27.05 | |
| Ishares Tr msci eafe esg (ESGD) | 0.3 | $3.2M | 42k | 76.14 | |
| iShares S&P 500 Index (IVV) | 0.3 | $3.2M | 5.4k | 588.68 | |
| Deere & Company (DE) | 0.3 | $3.1M | 7.4k | 423.70 | |
| Stryker Corporation (SYK) | 0.3 | $3.1M | 8.6k | 360.05 | |
| Visa (V) | 0.3 | $2.9M | 9.2k | 316.04 | |
| AFLAC Incorporated (AFL) | 0.3 | $2.9M | 28k | 103.44 | |
| ConocoPhillips (COP) | 0.3 | $2.9M | 29k | 99.17 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $2.7M | 6.0k | 453.28 | |
| Comcast Corporation (CMCSA) | 0.3 | $2.7M | 72k | 37.53 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.6M | 5.9k | 444.68 | |
| Honeywell International (HON) | 0.3 | $2.5M | 11k | 225.89 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.2 | $2.5M | 52k | 49.05 | |
| Boeing Company (BA) | 0.2 | $2.5M | 14k | 177.00 | |
| Eaton (ETN) | 0.2 | $2.5M | 7.4k | 331.87 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $2.5M | 33k | 74.01 | |
| Verizon Communications (VZ) | 0.2 | $2.4M | 61k | 39.99 | |
| Air Products & Chemicals (APD) | 0.2 | $2.4M | 8.4k | 290.04 | |
| Msci (MSCI) | 0.2 | $2.4M | 4.0k | 600.01 | |
| General Electric (GE) | 0.2 | $2.4M | 15k | 166.79 | |
| Travelers Companies (TRV) | 0.2 | $2.4M | 10k | 240.89 | |
| Union Pacific Corporation (UNP) | 0.2 | $2.4M | 11k | 228.04 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $2.4M | 26k | 92.61 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $2.4M | 4.4k | 538.81 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $2.4M | 38k | 62.31 | |
| Automatic Data Processing (ADP) | 0.2 | $2.3M | 7.9k | 292.73 | |
| Danaher Corporation (DHR) | 0.2 | $2.3M | 9.9k | 229.55 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.3M | 40k | 56.56 | |
| Cummins (CMI) | 0.2 | $2.2M | 6.4k | 348.60 | |
| Snap-on Incorporated (SNA) | 0.2 | $2.2M | 6.5k | 339.48 | |
| McKesson Corporation (MCK) | 0.2 | $2.2M | 3.8k | 569.91 | |
| Nushares Etf Tr a (NULV) | 0.2 | $2.1M | 54k | 39.37 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $2.1M | 12k | 185.13 | |
| 3M Company (MMM) | 0.2 | $2.1M | 16k | 129.09 | |
| Duke Energy (DUK) | 0.2 | $2.0M | 19k | 107.74 | |
| American Tower Reit (AMT) | 0.2 | $2.0M | 11k | 183.41 | |
| Nushares Etf Tr Esg mid value (NUMV) | 0.2 | $2.0M | 57k | 34.81 | |
| Community Bank System (CBU) | 0.2 | $2.0M | 32k | 61.68 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $2.0M | 15k | 131.29 | |
| Vanguard European ETF (VGK) | 0.2 | $2.0M | 31k | 63.47 | |
| Mondelez Int (MDLZ) | 0.2 | $1.9M | 33k | 59.73 | |
| Target Corporation (TGT) | 0.2 | $1.9M | 14k | 135.18 | |
| Paypal Holdings (PYPL) | 0.2 | $1.9M | 22k | 85.35 | |
| Progressive Corporation (PGR) | 0.2 | $1.9M | 7.8k | 239.61 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.9M | 42k | 44.89 | |
| Schlumberger (SLB) | 0.2 | $1.9M | 49k | 38.34 | |
| UnitedHealth (UNH) | 0.2 | $1.9M | 3.7k | 505.86 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.2 | $1.8M | 75k | 24.70 | |
| Darden Restaurants (DRI) | 0.2 | $1.8M | 9.8k | 186.69 | |
| Carlisle Companies (CSL) | 0.2 | $1.8M | 4.9k | 368.84 | |
| Servicenow (NOW) | 0.2 | $1.8M | 1.7k | 1060.12 | |
| Allstate Corporation (ALL) | 0.2 | $1.8M | 9.2k | 192.79 | |
| Cigna Corp (CI) | 0.2 | $1.8M | 6.4k | 276.14 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $1.8M | 42k | 41.82 | |
| Netflix (NFLX) | 0.2 | $1.7M | 1.9k | 891.32 | |
| Innovator Etfs Trust (KSEP) | 0.2 | $1.7M | 66k | 25.70 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 1.9k | 916.27 | |
| Qualcomm (QCOM) | 0.2 | $1.7M | 11k | 153.62 | |
| Ishares Tr cmn (STIP) | 0.2 | $1.7M | 17k | 100.60 | |
| Linde (LIN) | 0.2 | $1.7M | 4.0k | 418.67 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.7M | 13k | 131.04 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.2 | $1.7M | 14k | 114.48 | |
| Clorox Company (CLX) | 0.2 | $1.6M | 10k | 162.41 | |
| Nike (NKE) | 0.2 | $1.6M | 21k | 75.67 | |
| Dominion Resources (D) | 0.2 | $1.5M | 29k | 53.86 | |
| Dupont De Nemours (DD) | 0.2 | $1.5M | 20k | 76.25 | |
| Shopify Inc cl a (SHOP) | 0.2 | $1.5M | 14k | 106.33 | |
| S&p Global (SPGI) | 0.2 | $1.5M | 3.1k | 498.03 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $1.5M | 23k | 66.14 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.5M | 25k | 60.30 | |
| Broadcom (AVGO) | 0.1 | $1.5M | 6.5k | 231.84 | |
| Eastman Chemical Company (EMN) | 0.1 | $1.5M | 16k | 91.32 | |
| Analog Devices (ADI) | 0.1 | $1.5M | 7.0k | 212.46 | |
| Chubb (CB) | 0.1 | $1.5M | 5.4k | 276.30 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.5M | 1.2k | 1185.80 | |
| Metropcs Communications (TMUS) | 0.1 | $1.4M | 6.6k | 220.73 | |
| Emerson Electric (EMR) | 0.1 | $1.4M | 12k | 123.93 | |
| Aon (AON) | 0.1 | $1.4M | 3.9k | 359.16 | |
| Vanguard Growth ETF (VUG) | 0.1 | $1.4M | 3.4k | 410.44 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.4M | 2.00 | 680920.00 | |
| At&t (T) | 0.1 | $1.4M | 59k | 22.77 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.3M | 11k | 126.75 | |
| Autodesk (ADSK) | 0.1 | $1.3M | 4.5k | 295.57 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.3M | 31k | 43.38 | |
| Innovator Etfs Trust (ZAUG) | 0.1 | $1.3M | 53k | 24.88 | |
| Sap (SAP) | 0.1 | $1.3M | 5.3k | 246.21 | |
| Vanguard Pacific ETF (VPL) | 0.1 | $1.3M | 18k | 71.04 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.1 | $1.3M | 16k | 79.99 | |
| iShares Russell 3000 Index (IWV) | 0.1 | $1.3M | 3.8k | 334.25 | |
| Paccar (PCAR) | 0.1 | $1.3M | 12k | 104.02 | |
| Prudential Financial (PRU) | 0.1 | $1.2M | 10k | 118.53 | |
| Broadstone Net Lease (BNL) | 0.1 | $1.2M | 78k | 15.86 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $1.2M | 7.2k | 162.93 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.2M | 16k | 70.28 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.1M | 13k | 90.91 | |
| Citigroup (C) | 0.1 | $1.1M | 16k | 70.39 | |
| Kkr & Co (KKR) | 0.1 | $1.1M | 7.4k | 147.91 | |
| Yum! Brands (YUM) | 0.1 | $1.1M | 8.1k | 134.16 | |
| Novo Nordisk A/S (NVO) | 0.1 | $1.1M | 13k | 86.02 | |
| Illinois Tool Works (ITW) | 0.1 | $1.1M | 4.3k | 253.56 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.1M | 5.1k | 212.41 | |
| Prologis (PLD) | 0.1 | $1.0M | 9.9k | 105.70 | |
| Ishares Inc msci em esg se (ESGE) | 0.1 | $1.0M | 30k | 33.39 | |
| Enbridge (ENB) | 0.1 | $996k | 24k | 42.43 | |
| Marriott International (MAR) | 0.1 | $981k | 3.5k | 278.94 | |
| Medtronic (MDT) | 0.1 | $979k | 12k | 79.88 | |
| AstraZeneca (AZN) | 0.1 | $971k | 15k | 65.52 | |
| Corning Incorporated (GLW) | 0.1 | $970k | 20k | 47.52 | |
| Airbnb (ABNB) | 0.1 | $955k | 7.3k | 131.41 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $927k | 4.7k | 198.18 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $926k | 3.2k | 287.82 | |
| Becton, Dickinson and (BDX) | 0.1 | $922k | 4.1k | 226.87 | |
| Workday Inc cl a (WDAY) | 0.1 | $916k | 3.5k | 258.03 | |
| General Mills (GIS) | 0.1 | $897k | 14k | 63.77 | |
| Ge Vernova (GEV) | 0.1 | $885k | 2.7k | 328.93 | |
| Nov (NOV) | 0.1 | $875k | 60k | 14.60 | |
| United Parcel Service (UPS) | 0.1 | $865k | 6.9k | 126.10 | |
| Fastenal Company (FAST) | 0.1 | $860k | 12k | 71.91 | |
| Intel Corporation (INTC) | 0.1 | $850k | 42k | 20.05 | |
| L3harris Technologies (LHX) | 0.1 | $846k | 4.0k | 210.28 | |
| SYSCO Corporation (SYY) | 0.1 | $834k | 11k | 76.46 | |
| Vaneck Vectors Etf Tr green bd etf (GRNB) | 0.1 | $830k | 35k | 23.70 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $800k | 7.5k | 106.55 | |
| Nasdaq Omx (NDAQ) | 0.1 | $781k | 10k | 77.31 | |
| Ishares Tr liquid inc etf (ICSH) | 0.1 | $767k | 15k | 50.43 | |
| United Rentals (URI) | 0.1 | $756k | 1.1k | 704.44 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $750k | 14k | 52.22 | |
| Palo Alto Networks (PANW) | 0.1 | $747k | 4.1k | 181.96 | |
| Skyworks Solutions (SWKS) | 0.1 | $745k | 8.4k | 88.68 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $741k | 9.6k | 76.83 | |
| Lennar Corporation (LEN) | 0.1 | $736k | 5.4k | 136.37 | |
| Emcor (EME) | 0.1 | $734k | 1.6k | 453.90 | |
| Diageo (DEO) | 0.1 | $718k | 5.6k | 127.13 | |
| Kenvue (KVUE) | 0.1 | $717k | 34k | 21.35 | |
| Kellogg Company (K) | 0.1 | $716k | 8.8k | 80.97 | |
| Advanced Micro Devices (AMD) | 0.1 | $690k | 5.7k | 120.79 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $682k | 8.9k | 76.24 | |
| CSX Corporation (CSX) | 0.1 | $666k | 21k | 32.27 | |
| Philip Morris International (PM) | 0.1 | $666k | 5.5k | 120.35 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $657k | 3.2k | 207.85 | |
| iShares Russell Midcap Value Index (IWS) | 0.1 | $652k | 5.0k | 129.34 | |
| Entergy Corporation (ETR) | 0.1 | $612k | 8.1k | 75.82 | |
| Applied Materials (AMAT) | 0.1 | $610k | 3.7k | 162.63 | |
| Ametek (AME) | 0.1 | $603k | 3.3k | 180.26 | |
| Wells Fargo & Company (WFC) | 0.1 | $585k | 8.3k | 70.24 | |
| Canadian Natl Ry (CNI) | 0.1 | $554k | 5.5k | 101.51 | |
| Paycom Software (PAYC) | 0.1 | $549k | 2.7k | 204.97 | |
| Gilead Sciences (GILD) | 0.1 | $546k | 5.9k | 92.37 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $546k | 866.00 | 630.12 | |
| Synchrony Financial (SYF) | 0.1 | $543k | 8.3k | 65.00 | |
| Cme (CME) | 0.1 | $543k | 2.3k | 232.23 | |
| Microchip Technology (MCHP) | 0.1 | $537k | 9.4k | 57.35 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $535k | 5.3k | 101.53 | |
| Tesla Motors (TSLA) | 0.1 | $531k | 1.3k | 403.84 | |
| Waste Management (WM) | 0.1 | $522k | 2.6k | 201.79 | |
| Dow (DOW) | 0.1 | $514k | 13k | 40.13 | |
| Curtiss-Wright (CW) | 0.0 | $507k | 1.4k | 354.87 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $501k | 1.6k | 322.16 | |
| Gartner (IT) | 0.0 | $481k | 993.00 | 484.47 | |
| Allegion Plc equity (ALLE) | 0.0 | $480k | 3.7k | 130.68 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $475k | 2.9k | 164.17 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $456k | 2.4k | 190.88 | |
| Intercontinental Exchange (ICE) | 0.0 | $449k | 3.0k | 149.01 | |
| CoStar (CSGP) | 0.0 | $448k | 6.3k | 71.59 | |
| M&T Bank Corporation (MTB) | 0.0 | $446k | 2.4k | 188.01 | |
| Ross Stores (ROST) | 0.0 | $440k | 2.9k | 151.27 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $432k | 3.4k | 127.59 | |
| Dover Corporation (DOV) | 0.0 | $429k | 2.3k | 187.60 | |
| State Street Corporation (STT) | 0.0 | $423k | 4.3k | 98.15 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $415k | 8.0k | 52.06 | |
| Cardinal Health (CAH) | 0.0 | $407k | 3.4k | 118.27 | |
| Intuitive Surgical (ISRG) | 0.0 | $395k | 757.00 | 521.96 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $393k | 4.4k | 88.79 | |
| Fiserv (FI) | 0.0 | $391k | 1.9k | 205.42 | |
| U.S. Bancorp (USB) | 0.0 | $383k | 8.0k | 47.83 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $381k | 1.9k | 195.83 | |
| Altria (MO) | 0.0 | $379k | 7.3k | 52.29 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $377k | 3.3k | 115.22 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $361k | 16k | 22.70 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $353k | 965.00 | 366.06 | |
| Vanguard Value ETF (VTV) | 0.0 | $351k | 2.1k | 169.30 | |
| Extra Space Storage (EXR) | 0.0 | $342k | 2.3k | 149.60 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $340k | 1.2k | 289.81 | |
| Fortive (FTV) | 0.0 | $340k | 4.5k | 75.00 | |
| MetLife (MET) | 0.0 | $317k | 3.9k | 81.88 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $317k | 12k | 25.83 | |
| American Water Works (AWK) | 0.0 | $304k | 2.4k | 124.49 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $302k | 1.5k | 203.09 | |
| Nushares Etf Tr Esg mid cap (NUMG) | 0.0 | $297k | 6.3k | 47.38 | |
| Raymond James Financial (RJF) | 0.0 | $288k | 1.9k | 155.33 | |
| Encana Corporation (OVV) | 0.0 | $284k | 7.0k | 40.50 | |
| Starbucks Corporation (SBUX) | 0.0 | $281k | 3.1k | 91.25 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $277k | 9.9k | 27.87 | |
| Mueller Industries (MLI) | 0.0 | $276k | 3.5k | 79.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $275k | 1.6k | 172.42 | |
| Onto Innovation (ONTO) | 0.0 | $273k | 1.6k | 166.67 | |
| Unilever (UL) | 0.0 | $271k | 4.8k | 56.70 | |
| Copart (CPRT) | 0.0 | $269k | 4.7k | 57.39 | |
| Casey's General Stores (CASY) | 0.0 | $268k | 677.00 | 396.23 | |
| Fidelity National Information Services (FIS) | 0.0 | $268k | 3.3k | 80.77 | |
| Brown & Brown (BRO) | 0.0 | $267k | 2.6k | 102.02 | |
| Penumbra (PEN) | 0.0 | $267k | 1.1k | 237.48 | |
| Waters Corporation (WAT) | 0.0 | $266k | 718.00 | 370.98 | |
| Descartes Sys Grp (DSGX) | 0.0 | $266k | 2.3k | 113.60 | |
| Integer Hldgs (ITGR) | 0.0 | $265k | 2.0k | 132.52 | |
| SPS Commerce (SPSC) | 0.0 | $264k | 1.4k | 183.99 | |
| Piper Jaffray Companies (PIPR) | 0.0 | $261k | 870.00 | 299.95 | |
| Spdr Ser Tr barc 1-10yrtip (TIPX) | 0.0 | $258k | 14k | 18.49 | |
| Williams-Sonoma (WSM) | 0.0 | $257k | 1.4k | 185.18 | |
| Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) | 0.0 | $254k | 11k | 23.38 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $254k | 3.8k | 67.46 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $248k | 2.3k | 109.73 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $243k | 1.9k | 128.70 | |
| Masco Corporation (MAS) | 0.0 | $242k | 3.3k | 72.57 | |
| Comfort Systems USA (FIX) | 0.0 | $240k | 567.00 | 424.06 | |
| Watts Water Technologies (WTS) | 0.0 | $240k | 1.2k | 203.30 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $240k | 4.6k | 52.47 | |
| ResMed (RMD) | 0.0 | $239k | 1.0k | 228.69 | |
| Saia (SAIA) | 0.0 | $237k | 521.00 | 455.73 | |
| Ingersoll Rand (IR) | 0.0 | $237k | 2.6k | 90.46 | |
| Godaddy Inc cl a (GDDY) | 0.0 | $233k | 1.2k | 197.37 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $231k | 1.3k | 184.08 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $231k | 3.0k | 78.18 | |
| Quanta Services (PWR) | 0.0 | $230k | 729.00 | 316.05 | |
| First Citizens BancShares (FCNCA) | 0.0 | $228k | 108.00 | 2113.02 | |
| Sherwin-Williams Company (SHW) | 0.0 | $227k | 667.00 | 339.93 | |
| Iron Mountain (IRM) | 0.0 | $226k | 2.2k | 105.11 | |
| Crane Company (CR) | 0.0 | $225k | 1.5k | 151.75 | |
| Corteva (CTVA) | 0.0 | $223k | 3.9k | 56.96 | |
| Zimmer Holdings (ZBH) | 0.0 | $223k | 2.1k | 105.63 | |
| NorthWestern Corporation (NWE) | 0.0 | $221k | 4.1k | 53.46 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $221k | 3.6k | 60.75 | |
| FactSet Research Systems (FDS) | 0.0 | $220k | 457.00 | 480.28 | |
| Dynatrace (DT) | 0.0 | $217k | 4.0k | 54.35 | |
| PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $217k | 4.2k | 52.30 | |
| American Eagle Outfitters (AEO) | 0.0 | $214k | 13k | 16.67 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $210k | 5.5k | 38.08 | |
| GSK (GSK) | 0.0 | $208k | 6.2k | 33.82 | |
| Webster Financial Corporation (WBS) | 0.0 | $206k | 3.7k | 55.22 | |
| Cameco Corporation (CCJ) | 0.0 | $206k | 4.0k | 51.39 | |
| Ptc (PTC) | 0.0 | $206k | 1.1k | 183.87 | |
| Pure Storage Inc - Class A (PSTG) | 0.0 | $205k | 3.3k | 61.43 | |
| Owens Corning (OC) | 0.0 | $204k | 1.2k | 170.32 | |
| Soper-wheeler Co. Llc equities | 0.0 | $156k | 30k | 5.16 | |
| Invesco Van Kampen Trust for IGNYM Fund (VTN) | 0.0 | $136k | 13k | 10.47 | |
| Helix Energy Solutions (HLX) | 0.0 | $100k | 11k | 9.32 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $95k | 11k | 9.03 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $70k | 18k | 4.02 | |
| OraSure Technologies (OSUR) | 0.0 | $39k | 11k | 3.61 | |
| Axt (AXTI) | 0.0 | $28k | 13k | 2.17 |