Checchi Capital Advisers as of Sept. 30, 2020
Portfolio Holdings for Checchi Capital Advisers
Checchi Capital Advisers holds 447 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 31.0 | $280M | 837k | 334.54 | |
Ishares Tr Intl Trea Bd Etf (IGOV) | 5.0 | $45M | 849k | 52.87 | |
Ishares Tr Msci Eafe Etf (EFA) | 3.7 | $34M | 527k | 63.65 | |
Spdr Ser Tr Blomberg Intl Tr (BWX) | 2.8 | $26M | 863k | 29.67 | |
Apple Put Option (AAPL) | 2.7 | $25M | 209k | 117.92 | |
Microsoft Corporation (MSFT) | 2.0 | $18M | 85k | 210.33 | |
Amazon (AMZN) | 1.4 | $13M | 4.0k | 3148.76 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.4 | $12M | 279k | 44.09 | |
Ishares Tr Mbs Etf (MBB) | 1.3 | $12M | 108k | 110.40 | |
Spdr Ser Tr Blombrg Brc Intl (IBND) | 1.2 | $11M | 308k | 35.59 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $11M | 39k | 280.90 | |
Ishares Jp Morgan Em Etf (LEMB) | 0.9 | $8.5M | 203k | 41.83 | |
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 0.9 | $8.0M | 261k | 30.84 | |
Wells Fargo & Company Put Option (WFC) | 0.8 | $7.3M | 311k | 23.51 | |
Spdr Gold Tr Gold Shs (GLD) | 0.7 | $6.3M | 36k | 177.12 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $6.1M | 64k | 95.80 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.7 | $6.1M | 58k | 105.29 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $6.1M | 55k | 110.88 | |
Spdr Ser Tr Portfli Mortgage (SPMB) | 0.7 | $6.0M | 225k | 26.64 | |
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) | 0.6 | $5.8M | 208k | 28.10 | |
Vanguard World Mega Grwth Ind (MGK) | 0.6 | $5.7M | 31k | 185.41 | |
Facebook Cl A (META) | 0.6 | $5.5M | 21k | 261.92 | |
salesforce (CRM) | 0.6 | $5.5M | 22k | 251.32 | |
Johnson & Johnson (JNJ) | 0.5 | $4.9M | 33k | 148.88 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.8M | 3.3k | 1469.47 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $4.7M | 79k | 58.99 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $4.5M | 50k | 89.88 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.5 | $4.5M | 82k | 54.27 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $4.2M | 98k | 43.24 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.1M | 2.8k | 1465.55 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $3.8M | 63k | 60.78 | |
Procter & Gamble Company (PG) | 0.4 | $3.8M | 28k | 139.00 | |
Ishares Core Msci Emkt (IEMG) | 0.4 | $3.8M | 72k | 52.80 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $3.6M | 12k | 293.98 | |
Ishares Tr Msci Saudi Arbia (KSA) | 0.4 | $3.6M | 121k | 29.70 | |
Ishares Tr Eafe Value Etf (EFV) | 0.4 | $3.6M | 89k | 40.35 | |
Ishares Tr Msci India Etf (INDA) | 0.4 | $3.6M | 106k | 33.86 | |
Visa Com Cl A (V) | 0.4 | $3.6M | 18k | 199.94 | |
NVIDIA Corporation (NVDA) | 0.4 | $3.5M | 6.5k | 541.28 | |
Tesla Motors (TSLA) | 0.4 | $3.5M | 8.1k | 429.01 | |
UnitedHealth (UNH) | 0.4 | $3.4M | 11k | 311.82 | |
Ishares Msci Sth Kor Etf (EWY) | 0.4 | $3.3M | 51k | 65.34 | |
Home Depot (HD) | 0.4 | $3.3M | 12k | 277.72 | |
Ishares Msci Taiwan Etf (EWT) | 0.4 | $3.2M | 71k | 44.90 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $3.2M | 24k | 133.59 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $3.1M | 32k | 96.28 | |
Disney Walt Com Disney (DIS) | 0.3 | $3.1M | 25k | 124.08 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.0M | 14k | 212.93 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $3.0M | 9.0k | 338.22 | |
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $2.9M | 27k | 106.87 | |
Verizon Communications (VZ) | 0.3 | $2.8M | 47k | 59.49 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.7M | 12k | 227.57 | |
Ishares Em Mkt Sm-cp Etf (EEMS) | 0.3 | $2.6M | 59k | 43.78 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $2.6M | 33k | 76.70 | |
Wal-Mart Stores (WMT) | 0.3 | $2.5M | 18k | 139.89 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $2.5M | 31k | 82.86 | |
Intel Corporation (INTC) | 0.3 | $2.5M | 48k | 51.78 | |
Pfizer (PFE) | 0.3 | $2.5M | 67k | 36.70 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $2.4M | 5.0k | 490.35 | |
At&t (T) | 0.3 | $2.4M | 84k | 28.50 | |
Merck & Co (MRK) | 0.3 | $2.4M | 29k | 82.95 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.4M | 27k | 86.49 | |
Netflix (NFLX) | 0.3 | $2.3M | 4.7k | 500.00 | |
Paypal Holdings (PYPL) | 0.3 | $2.3M | 12k | 197.00 | |
Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.2 | $2.2M | 24k | 92.16 | |
Abbott Laboratories (ABT) | 0.2 | $2.1M | 20k | 108.81 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.2 | $2.1M | 20k | 104.25 | |
Pepsi (PEP) | 0.2 | $2.0M | 15k | 138.62 | |
Coca-Cola Company (KO) | 0.2 | $2.0M | 41k | 49.37 | |
Cisco Systems (CSCO) | 0.2 | $2.0M | 51k | 39.39 | |
McDonald's Corporation (MCD) | 0.2 | $2.0M | 9.1k | 219.54 | |
Abbvie (ABBV) | 0.2 | $2.0M | 22k | 87.59 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.0M | 13k | 153.82 | |
Invesco Currencyshares Japan Japanese Yen (FXY) | 0.2 | $1.9M | 22k | 89.62 | |
Bank of America Corporation (BAC) | 0.2 | $1.8M | 76k | 24.10 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $1.8M | 39k | 46.25 | |
Amgen (AMGN) | 0.2 | $1.8M | 7.0k | 254.08 | |
Oracle Corporation (ORCL) | 0.2 | $1.7M | 29k | 59.72 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.7M | 21k | 81.08 | |
Nike CL B (NKE) | 0.2 | $1.7M | 14k | 125.53 | |
Chevron Corporation (CVX) | 0.2 | $1.6M | 22k | 71.98 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | 11k | 142.79 | |
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $1.5M | 16k | 99.66 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.5M | 13k | 118.05 | |
Qualcomm (QCOM) | 0.2 | $1.5M | 13k | 117.68 | |
Novartis Sponsored Adr (NVS) | 0.2 | $1.5M | 17k | 86.96 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.5M | 13k | 110.64 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 10k | 148.04 | |
Nextera Energy (NEE) | 0.2 | $1.5M | 5.3k | 277.49 | |
Thermo Fisher Scientific (TMO) | 0.2 | $1.5M | 3.3k | 441.57 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.4M | 6.4k | 226.00 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | 3.6k | 383.12 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.4M | 3.9k | 354.95 | |
Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.2 | $1.4M | 31k | 44.37 | |
Snap Cl A (SNAP) | 0.2 | $1.4M | 54k | 25.40 | |
Broadcom (AVGO) | 0.2 | $1.4M | 3.7k | 364.27 | |
Union Pacific Corporation (UNP) | 0.2 | $1.4M | 6.9k | 196.84 | |
Lowe's Companies (LOW) | 0.2 | $1.4M | 8.2k | 165.91 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 22k | 60.27 | |
Charter Communications Inc N Cl A (CHTR) | 0.1 | $1.3M | 2.1k | 624.42 | |
Philip Morris International (PM) | 0.1 | $1.3M | 18k | 75.01 | |
Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $1.3M | 9.9k | 132.42 | |
Starbucks Corporation (SBUX) | 0.1 | $1.3M | 15k | 85.92 | |
Danaher Corporation (DHR) | 0.1 | $1.3M | 5.9k | 215.40 | |
Hain Celestial (HAIN) | 0.1 | $1.2M | 36k | 34.30 | |
Honeywell International (HON) | 0.1 | $1.2M | 7.4k | 164.66 | |
Medtronic SHS (MDT) | 0.1 | $1.2M | 12k | 103.94 | |
United Parcel Service CL B (UPS) | 0.1 | $1.2M | 7.2k | 166.69 | |
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $1.2M | 21k | 58.20 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | 3.7k | 315.55 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.1M | 6.9k | 163.22 | |
Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.1M | 9.9k | 110.70 | |
3M Company (MMM) | 0.1 | $1.0M | 6.5k | 160.14 | |
Sap Se Spon Adr (SAP) | 0.1 | $1.0M | 6.7k | 155.77 | |
Fidelity National Information Services (FIS) | 0.1 | $1.0M | 7.0k | 147.27 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | 30k | 34.32 | |
BlackRock (BLK) | 0.1 | $1.0M | 1.8k | 563.65 | |
American Tower Reit (AMT) | 0.1 | $1.0M | 4.2k | 241.78 | |
S&p Global (SPGI) | 0.1 | $997k | 2.8k | 360.58 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $950k | 5.3k | 180.16 | |
International Business Machines (IBM) | 0.1 | $946k | 7.8k | 121.72 | |
Target Corporation (TGT) | 0.1 | $880k | 5.6k | 157.40 | |
Annaly Capital Management | 0.1 | $873k | 123k | 7.12 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $860k | 8.5k | 101.33 | |
Metropcs Communications (TMUS) | 0.1 | $859k | 7.5k | 114.37 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $850k | 12k | 69.40 | |
Sanofi Sponsored Adr (SNY) | 0.1 | $845k | 17k | 50.16 | |
Illinois Tool Works (ITW) | 0.1 | $844k | 4.4k | 193.13 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $834k | 6.8k | 121.79 | |
Crown Castle Intl (CCI) | 0.1 | $834k | 5.0k | 166.43 | |
Caterpillar (CAT) | 0.1 | $822k | 5.5k | 149.16 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $814k | 15k | 54.81 | |
American Express Company (AXP) | 0.1 | $796k | 7.9k | 100.24 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $793k | 1.1k | 709.30 | |
Altria (MO) | 0.1 | $789k | 20k | 38.62 | |
Intuit (INTU) | 0.1 | $782k | 2.4k | 326.24 | |
Automatic Data Processing (ADP) | 0.1 | $775k | 5.6k | 139.56 | |
Boeing Company (BA) | 0.1 | $770k | 4.7k | 165.24 | |
Citigroup Com New (C) | 0.1 | $764k | 18k | 43.10 | |
Linde SHS | 0.1 | $762k | 3.2k | 238.20 | |
Prologis (PLD) | 0.1 | $758k | 7.5k | 100.65 | |
Servicenow (NOW) | 0.1 | $754k | 1.6k | 484.89 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $752k | 2.0k | 369.17 | |
Waste Management (WM) | 0.1 | $747k | 6.6k | 113.23 | |
Duke Energy Corp Com New (DUK) | 0.1 | $738k | 8.3k | 88.57 | |
CSX Corporation (CSX) | 0.1 | $729k | 9.4k | 77.69 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $714k | 20k | 36.47 | |
Sherwin-Williams Company (SHW) | 0.1 | $713k | 1.0k | 696.29 | |
Pulte (PHM) | 0.1 | $711k | 15k | 46.31 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $708k | 12k | 57.43 | |
Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $701k | 5.8k | 121.09 | |
Anthem (ELV) | 0.1 | $698k | 2.6k | 268.56 | |
Unilever N V N Y Shs New | 0.1 | $693k | 12k | 60.39 | |
Stryker Corporation (SYK) | 0.1 | $688k | 3.3k | 208.36 | |
Bhp Group Sponsored Ads (BHP) | 0.1 | $682k | 13k | 51.70 | |
Cigna Corp (CI) | 0.1 | $681k | 4.0k | 169.49 | |
Sba Communications Corp Cl A (SBAC) | 0.1 | $679k | 2.1k | 318.48 | |
Vanguard World Mega Cap Index (MGC) | 0.1 | $677k | 5.6k | 119.84 | |
Dominion Resources (D) | 0.1 | $676k | 8.6k | 78.94 | |
Cme (CME) | 0.1 | $676k | 4.0k | 167.20 | |
Humana (HUM) | 0.1 | $675k | 1.6k | 414.11 | |
Clearway Energy CL C (CWEN) | 0.1 | $674k | 25k | 26.96 | |
Glaxosmithkline Sponsored Adr | 0.1 | $657k | 17k | 37.66 | |
Norfolk Southern (NSC) | 0.1 | $644k | 3.0k | 214.02 | |
Raytheon Technologies Corp (RTX) | 0.1 | $632k | 11k | 57.55 | |
Equinix (EQIX) | 0.1 | $623k | 820.00 | 759.76 | |
Zoetis Cl A (ZTS) | 0.1 | $621k | 3.8k | 165.34 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $617k | 5.3k | 115.89 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $607k | 4.1k | 147.58 | |
Becton, Dickinson and (BDX) | 0.1 | $606k | 2.6k | 232.63 | |
Rio Tinto Sponsored Adr (RIO) | 0.1 | $606k | 10k | 60.38 | |
British Amern Tob Sponsored Adr (BTI) | 0.1 | $603k | 17k | 36.18 | |
FedEx Corporation (FDX) | 0.1 | $602k | 2.4k | 251.36 | |
Booking Holdings (BKNG) | 0.1 | $599k | 350.00 | 1711.43 | |
Goldman Sachs (GS) | 0.1 | $598k | 3.0k | 200.81 | |
Sony Corp Sponsored Adr (SONY) | 0.1 | $598k | 7.8k | 76.69 | |
TJX Companies (TJX) | 0.1 | $596k | 11k | 55.68 | |
Air Products & Chemicals (APD) | 0.1 | $595k | 2.0k | 297.80 | |
Unilever Spon Adr New (UL) | 0.1 | $588k | 9.5k | 61.72 | |
Colgate-Palmolive Company (CL) | 0.1 | $586k | 7.6k | 77.17 | |
Nutanix Cl A (NTNX) | 0.1 | $584k | 26k | 22.17 | |
Gilead Sciences (GILD) | 0.1 | $583k | 9.2k | 63.16 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $578k | 39k | 14.74 | |
Deere & Company (DE) | 0.1 | $578k | 2.6k | 221.71 | |
Southern Company (SO) | 0.1 | $573k | 11k | 54.27 | |
CVS Caremark Corporation (CVS) | 0.1 | $564k | 9.7k | 58.45 | |
eBay (EBAY) | 0.1 | $558k | 11k | 52.14 | |
Fiserv (FI) | 0.1 | $558k | 5.4k | 103.12 | |
Marsh & McLennan Companies (MMC) | 0.1 | $557k | 4.9k | 114.66 | |
Monster Beverage Corp (MNST) | 0.1 | $548k | 6.8k | 80.22 | |
Intercontinental Exchange (ICE) | 0.1 | $538k | 5.4k | 99.98 | |
Activision Blizzard | 0.1 | $536k | 6.6k | 80.95 | |
Progressive Corporation (PGR) | 0.1 | $533k | 5.6k | 94.69 | |
Ecolab (ECL) | 0.1 | $531k | 2.7k | 199.85 | |
Applied Materials (AMAT) | 0.1 | $529k | 8.9k | 59.40 | |
Advanced Micro Devices (AMD) | 0.1 | $523k | 6.4k | 82.06 | |
Autodesk (ADSK) | 0.1 | $517k | 2.2k | 231.22 | |
Dollar General (DG) | 0.1 | $513k | 2.4k | 209.47 | |
Lam Research Corporation (LRCX) | 0.1 | $513k | 1.5k | 331.61 | |
Invesco India Exchange-trade India Etf (PIN) | 0.1 | $511k | 26k | 19.54 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $504k | 1.5k | 336.00 | |
Boston Scientific Corporation (BSX) | 0.1 | $484k | 13k | 38.22 | |
Electronic Arts (EA) | 0.1 | $482k | 3.7k | 130.45 | |
Hca Holdings (HCA) | 0.1 | $475k | 3.8k | 124.64 | |
American Electric Power Company (AEP) | 0.1 | $474k | 5.8k | 81.71 | |
Emerson Electric (EMR) | 0.1 | $469k | 7.1k | 65.61 | |
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $467k | 3.0k | 155.67 | |
Cintas Corporation (CTAS) | 0.1 | $466k | 1.4k | 332.86 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $465k | 1.7k | 272.09 | |
Thomson Reuters Corp. Com New | 0.1 | $464k | 5.8k | 79.71 | |
Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.1 | $460k | 9.8k | 47.16 | |
AutoZone (AZO) | 0.1 | $458k | 389.00 | 1177.38 | |
Eaton Corp SHS (ETN) | 0.1 | $454k | 4.4k | 102.09 | |
Cummins (CMI) | 0.1 | $453k | 2.1k | 211.39 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $451k | 5.1k | 88.29 | |
Morgan Stanley Com New (MS) | 0.1 | $451k | 9.3k | 48.34 | |
Netease Sponsored Ads (NTES) | 0.1 | $451k | 991.00 | 455.10 | |
Enbridge (ENB) | 0.1 | $451k | 16k | 29.18 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $448k | 2.1k | 218.22 | |
Biogen Idec (BIIB) | 0.0 | $447k | 1.6k | 283.99 | |
Total Se Sponsored Ads (TTE) | 0.0 | $443k | 13k | 34.34 | |
Amarin Corp Spons Adr New (AMRN) | 0.0 | $441k | 105k | 4.21 | |
Illumina (ILMN) | 0.0 | $439k | 1.4k | 309.15 | |
Aon Shs Cl A (AON) | 0.0 | $436k | 2.1k | 206.24 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $434k | 2.0k | 217.00 | |
Analog Devices (ADI) | 0.0 | $433k | 3.7k | 116.65 | |
PNC Financial Services (PNC) | 0.0 | $431k | 3.9k | 110.01 | |
Xcel Energy (XEL) | 0.0 | $424k | 6.1k | 68.98 | |
TransDigm Group Incorporated (TDG) | 0.0 | $419k | 882.00 | 475.06 | |
SYSCO Corporation (SYY) | 0.0 | $418k | 6.7k | 62.26 | |
Dow (DOW) | 0.0 | $416k | 8.8k | 47.05 | |
Best Buy (BBY) | 0.0 | $415k | 3.7k | 111.26 | |
Diageo Spon Adr New (DEO) | 0.0 | $410k | 3.0k | 137.54 | |
Truist Financial Corp equities (TFC) | 0.0 | $404k | 11k | 38.03 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $403k | 5.1k | 79.05 | |
Abb Sponsored Adr (ABBNY) | 0.0 | $402k | 16k | 25.47 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $398k | 711.00 | 559.77 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $397k | 5.7k | 69.39 | |
Vale S A Sponsored Ads (VALE) | 0.0 | $396k | 38k | 10.57 | |
Square Cl A (SQ) | 0.0 | $395k | 2.4k | 162.35 | |
Baxter International (BAX) | 0.0 | $393k | 4.9k | 80.34 | |
Chubb (CB) | 0.0 | $387k | 3.3k | 115.97 | |
General Motors Company (GM) | 0.0 | $387k | 13k | 29.58 | |
Canadian Natl Ry (CNI) | 0.0 | $385k | 3.6k | 106.47 | |
Rbc Cad (RY) | 0.0 | $384k | 5.5k | 70.15 | |
Us Bancorp Del Com New (USB) | 0.0 | $382k | 11k | 35.86 | |
Moody's Corporation (MCO) | 0.0 | $379k | 1.3k | 289.76 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $373k | 7.1k | 52.48 | |
Msci (MSCI) | 0.0 | $371k | 1.0k | 356.39 | |
Corning Incorporated (GLW) | 0.0 | $370k | 11k | 32.42 | |
Synopsys (SNPS) | 0.0 | $370k | 1.7k | 214.12 | |
Invitae (NVTAQ) | 0.0 | $369k | 8.5k | 43.40 | |
Paychex (PAYX) | 0.0 | $365k | 4.6k | 79.82 | |
Eversource Energy (ES) | 0.0 | $363k | 4.3k | 83.64 | |
Jd.com Spon Adr Cl A (JD) | 0.0 | $360k | 4.6k | 77.64 | |
Edwards Lifesciences (EW) | 0.0 | $359k | 4.5k | 79.78 | |
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $358k | 20k | 17.86 | |
Spdr Ser Tr Blomberg Brc Int (BWZ) | 0.0 | $357k | 11k | 31.36 | |
China Mobile Sponsored Adr | 0.0 | $355k | 11k | 32.16 | |
Public Service Enterprise (PEG) | 0.0 | $351k | 6.4k | 54.90 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $350k | 1.6k | 214.86 | |
Bhp Group Sponsored Adr | 0.0 | $345k | 8.1k | 42.64 | |
Kla Corp Com New (KLAC) | 0.0 | $345k | 1.8k | 193.49 | |
CoStar (CSGP) | 0.0 | $342k | 403.00 | 848.64 | |
Digital Realty Trust (DLR) | 0.0 | $342k | 2.3k | 146.91 | |
Darden Restaurants (DRI) | 0.0 | $341k | 3.4k | 100.89 | |
Chipotle Mexican Grill (CMG) | 0.0 | $341k | 274.00 | 1244.53 | |
Ishares Msci Brazil Etf (EWZ) | 0.0 | $340k | 12k | 27.66 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $340k | 17k | 19.58 | |
Dupont De Nemours (DD) | 0.0 | $340k | 6.1k | 55.44 | |
General Dynamics Corporation (GD) | 0.0 | $338k | 2.4k | 138.47 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $337k | 3.2k | 104.50 | |
Equinor Asa Sponsored Adr (EQNR) | 0.0 | $334k | 24k | 14.05 | |
Consolidated Edison (ED) | 0.0 | $333k | 4.3k | 77.77 | |
Shopify Cl A (SHOP) | 0.0 | $331k | 324.00 | 1021.60 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $331k | 1.9k | 176.06 | |
Charles Schwab Corporation (SCHW) | 0.0 | $329k | 9.1k | 36.21 | |
Constellation Brands Cl A (STZ) | 0.0 | $327k | 1.7k | 189.57 | |
Ross Stores (ROST) | 0.0 | $325k | 3.5k | 93.28 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $325k | 5.2k | 62.08 | |
American Water Works (AWK) | 0.0 | $324k | 2.2k | 145.03 | |
Travelers Companies (TRV) | 0.0 | $324k | 3.0k | 108.07 | |
Clearway Energy Cl A (CWEN.A) | 0.0 | $324k | 13k | 24.73 | |
Domino's Pizza (DPZ) | 0.0 | $322k | 758.00 | 424.80 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $320k | 1.00 | 320000.00 | |
Pinduoduo Sponsored Ads (PDD) | 0.0 | $319k | 4.3k | 74.17 | |
O'reilly Automotive (ORLY) | 0.0 | $318k | 690.00 | 460.87 | |
Global Payments (GPN) | 0.0 | $316k | 1.8k | 177.33 | |
Exelon Corporation (EXC) | 0.0 | $316k | 8.8k | 35.73 | |
Public Storage (PSA) | 0.0 | $313k | 1.4k | 222.62 | |
BP Sponsored Adr (BP) | 0.0 | $313k | 18k | 17.47 | |
Barrick Gold Corp (GOLD) | 0.0 | $307k | 11k | 28.10 | |
Verisk Analytics (VRSK) | 0.0 | $306k | 1.7k | 185.12 | |
Align Technology (ALGN) | 0.0 | $306k | 935.00 | 327.27 | |
Mettler-Toledo International (MTD) | 0.0 | $305k | 316.00 | 965.19 | |
ConocoPhillips (COP) | 0.0 | $304k | 9.2k | 32.87 | |
IDEXX Laboratories (IDXX) | 0.0 | $304k | 773.00 | 393.27 | |
NVR (NVR) | 0.0 | $302k | 74.00 | 4081.08 | |
L3harris Technologies (LHX) | 0.0 | $297k | 1.7k | 169.91 | |
General Mills (GIS) | 0.0 | $297k | 4.8k | 61.77 | |
Ishares Msci Russia Etf | 0.0 | $297k | 9.1k | 32.49 | |
Roper Industries (ROP) | 0.0 | $296k | 749.00 | 395.19 | |
Allstate Corporation (ALL) | 0.0 | $294k | 3.1k | 94.29 | |
Yum! Brands (YUM) | 0.0 | $294k | 3.2k | 91.33 | |
Newmont Mining Corporation (NEM) | 0.0 | $293k | 4.6k | 63.56 | |
Amphenol Corp Cl A (APH) | 0.0 | $293k | 2.7k | 108.44 | |
Fortive (FTV) | 0.0 | $293k | 3.8k | 76.18 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $290k | 1.5k | 194.11 | |
Kraft Heinz (KHC) | 0.0 | $288k | 9.6k | 29.97 | |
Ishares Msci Mly Etf New (EWM) | 0.0 | $288k | 11k | 26.22 | |
Microchip Technology (MCHP) | 0.0 | $284k | 2.8k | 102.90 | |
Archer Daniels Midland Company (ADM) | 0.0 | $283k | 6.1k | 46.45 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $283k | 6.1k | 46.32 | |
Stmicroelectronics N V Ny Registry (STM) | 0.0 | $283k | 9.2k | 30.71 | |
V.F. Corporation (VFC) | 0.0 | $282k | 4.0k | 70.29 | |
General Electric Company | 0.0 | $277k | 45k | 6.22 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $277k | 5.0k | 55.40 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $275k | 2.7k | 101.03 | |
Relx Sponsored Adr (RELX) | 0.0 | $275k | 12k | 22.39 | |
T. Rowe Price (TROW) | 0.0 | $274k | 2.1k | 128.16 | |
Republic Services (RSG) | 0.0 | $272k | 2.9k | 93.44 | |
Centene Corporation (CNC) | 0.0 | $271k | 4.6k | 58.43 | |
Verisign (VRSN) | 0.0 | $268k | 1.3k | 204.58 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $266k | 2.5k | 105.56 | |
Nasdaq Omx (NDAQ) | 0.0 | $265k | 2.2k | 122.86 | |
Church & Dwight (CHD) | 0.0 | $265k | 2.8k | 93.84 | |
Tc Energy Corp (TRP) | 0.0 | $265k | 6.3k | 41.96 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $264k | 49k | 5.42 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $262k | 1.5k | 170.35 | |
Marathon Oil Corporation (MRO) | 0.0 | $262k | 64k | 4.09 | |
Paccar (PCAR) | 0.0 | $260k | 3.1k | 85.13 | |
Skyworks Solutions (SWKS) | 0.0 | $260k | 1.8k | 145.25 | |
ConAgra Foods (CAG) | 0.0 | $259k | 7.2k | 35.76 | |
National Grid Sponsored Adr Ne (NGG) | 0.0 | $258k | 4.5k | 57.83 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $258k | 7.8k | 33.04 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $255k | 7.4k | 34.35 | |
Lululemon Athletica (LULU) | 0.0 | $255k | 774.00 | 329.46 | |
West Pharmaceutical Services (WST) | 0.0 | $254k | 923.00 | 275.19 | |
FleetCor Technologies | 0.0 | $254k | 1.1k | 238.27 | |
Sempra Energy (SRE) | 0.0 | $254k | 2.1k | 118.30 | |
Williams Companies (WMB) | 0.0 | $253k | 13k | 19.62 | |
Wec Energy Group (WEC) | 0.0 | $250k | 2.6k | 96.82 | |
Ishares Msci Thailnd Etf (THD) | 0.0 | $249k | 4.0k | 62.86 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $246k | 8.6k | 28.48 | |
Vipshop Holdings Sponsored Ads A (VIPS) | 0.0 | $245k | 16k | 15.66 | |
Ball Corporation (BALL) | 0.0 | $245k | 3.0k | 82.99 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $243k | 6.0k | 40.82 | |
Parker-Hannifin Corporation (PH) | 0.0 | $243k | 1.2k | 202.67 | |
Cable One (CABO) | 0.0 | $243k | 129.00 | 1883.72 | |
Honda Motor Amern Shs (HMC) | 0.0 | $243k | 10k | 23.68 | |
Iqvia Holdings (IQV) | 0.0 | $243k | 1.5k | 157.59 | |
Yum China Holdings (YUMC) | 0.0 | $242k | 4.6k | 52.93 | |
Xilinx | 0.0 | $241k | 2.3k | 104.15 | |
Cadence Design Systems (CDNS) | 0.0 | $241k | 2.3k | 106.78 | |
Marathon Petroleum Corp (MPC) | 0.0 | $239k | 8.1k | 29.40 | |
Realty Income (O) | 0.0 | $239k | 3.9k | 60.81 | |
ResMed (RMD) | 0.0 | $238k | 1.4k | 171.72 | |
Rockwell Automation (ROK) | 0.0 | $238k | 1.1k | 220.98 | |
Marriott Intl Cl A (MAR) | 0.0 | $237k | 2.6k | 92.58 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $236k | 5.8k | 40.85 | |
Motorola Solutions Com New (MSI) | 0.0 | $235k | 1.5k | 157.09 | |
Prudential Financial (PRU) | 0.0 | $235k | 3.7k | 63.48 | |
Martin Marietta Materials (MLM) | 0.0 | $229k | 972.00 | 235.60 | |
Trane Technologies SHS (TT) | 0.0 | $229k | 1.9k | 121.10 | |
Royal Dutch Shell Spons Adr A | 0.0 | $228k | 9.1k | 25.19 | |
Celanese Corporation (CE) | 0.0 | $227k | 2.1k | 107.33 | |
MarketAxess Holdings (MKTX) | 0.0 | $226k | 469.00 | 481.88 | |
Clorox Company (CLX) | 0.0 | $226k | 1.1k | 210.62 | |
Zillow Group Cl C Cap Stk (Z) | 0.0 | $225k | 2.2k | 101.76 | |
Zimmer Holdings (ZBH) | 0.0 | $224k | 1.6k | 136.42 | |
Ametek (AME) | 0.0 | $222k | 2.2k | 99.33 | |
Viacomcbs CL B (PARA) | 0.0 | $221k | 7.9k | 28.03 | |
Expeditors International of Washington (EXPD) | 0.0 | $221k | 2.4k | 90.57 | |
Micron Technology (MU) | 0.0 | $220k | 4.7k | 47.04 | |
Welltower Inc Com reit (WELL) | 0.0 | $220k | 4.0k | 54.97 | |
Dex (DXCM) | 0.0 | $219k | 532.00 | 411.65 | |
Hilton Worldwide Holdings (HLT) | 0.0 | $218k | 2.6k | 85.46 | |
Vodafone Group Sponsored Adr (VOD) | 0.0 | $217k | 16k | 13.44 | |
Carrier Global Corporation (CARR) | 0.0 | $216k | 7.1k | 30.54 | |
PPG Industries (PPG) | 0.0 | $216k | 1.8k | 121.97 | |
Capital One Financial (COF) | 0.0 | $216k | 3.0k | 71.81 | |
IDEX Corporation (IEX) | 0.0 | $215k | 1.2k | 182.82 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $214k | 1.7k | 125.00 | |
Dell Technologies CL C (DELL) | 0.0 | $214k | 3.2k | 67.57 | |
Hp (HPQ) | 0.0 | $214k | 11k | 18.95 | |
Royal Dutch Shell Spon Adr B | 0.0 | $213k | 8.8k | 24.17 | |
Ford Motor Company (F) | 0.0 | $211k | 32k | 6.67 | |
Phillips 66 (PSX) | 0.0 | $210k | 4.1k | 51.83 | |
State Street Corporation (STT) | 0.0 | $210k | 3.5k | 59.44 | |
Maxim Integrated Products | 0.0 | $210k | 3.1k | 67.57 | |
Otis Worldwide Corp (OTIS) | 0.0 | $210k | 3.4k | 62.52 | |
Citrix Systems | 0.0 | $210k | 1.5k | 137.70 | |
Ishares Msci Pac Jp Etf (EPP) | 0.0 | $210k | 5.2k | 40.53 | |
Genmab A/s Sponsored Ads (GMAB) | 0.0 | $209k | 5.7k | 36.63 | |
Laboratory Corp Amer Hldgs Com New | 0.0 | $208k | 1.1k | 188.58 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $208k | 4.4k | 47.40 | |
Regions Financial Corporation (RF) | 0.0 | $207k | 18k | 11.51 | |
Old Dominion Freight Line (ODFL) | 0.0 | $207k | 1.1k | 180.94 | |
FactSet Research Systems (FDS) | 0.0 | $205k | 612.00 | 334.97 | |
United Rentals (URI) | 0.0 | $205k | 1.2k | 174.17 | |
Ansys (ANSS) | 0.0 | $205k | 627.00 | 326.95 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $205k | 1.3k | 160.16 | |
Ameren Corporation (AEE) | 0.0 | $204k | 2.6k | 78.92 | |
Ishares Tr Msci Indonia Etf (EIDO) | 0.0 | $204k | 12k | 17.25 | |
Smith & Nephew Group Spdn Adr New (SNN) | 0.0 | $204k | 5.2k | 39.12 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $204k | 51k | 4.01 | |
Ishares Msci Mexico Etf (EWW) | 0.0 | $203k | 6.1k | 33.30 | |
Ringcentral Cl A (RNG) | 0.0 | $203k | 738.00 | 275.07 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $203k | 36k | 5.58 | |
Cnooc Sponsored Adr | 0.0 | $202k | 2.1k | 96.14 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $201k | 2.8k | 70.63 | |
Westpac Banking Corp Sponsored Adr | 0.0 | $183k | 15k | 12.06 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $171k | 18k | 9.34 | |
Amcor Ord (AMCR) | 0.0 | $170k | 15k | 11.03 | |
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $164k | 41k | 3.98 | |
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $155k | 14k | 10.91 | |
Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $154k | 60k | 2.55 | |
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $152k | 67k | 2.25 | |
Smiledirectclub Cl A Com (SDCCQ) | 0.0 | $150k | 13k | 11.72 | |
Ecopetrol S A Sponsored Ads (EC) | 0.0 | $150k | 15k | 9.82 | |
Manulife Finl Corp (MFC) | 0.0 | $149k | 11k | 13.88 | |
CenturyLink | 0.0 | $145k | 14k | 10.06 | |
Fiat Chrysler Automobiles N SHS | 0.0 | $136k | 11k | 12.18 | |
Kinder Morgan (KMI) | 0.0 | $132k | 11k | 12.36 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $129k | 18k | 7.10 | |
Sirius Xm Holdings (SIRI) | 0.0 | $127k | 24k | 5.34 | |
Vareit, Inc reits | 0.0 | $126k | 19k | 6.52 | |
Mobile Telesystems Pjsc Sponsored Adr | 0.0 | $115k | 13k | 8.76 | |
Banco Santander Brasil S A Ads Rep 1 Unit (BSBR) | 0.0 | $113k | 23k | 4.95 | |
Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $107k | 13k | 8.32 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $104k | 11k | 9.21 | |
Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $101k | 30k | 3.42 | |
Banco Santander Adr (SAN) | 0.0 | $101k | 55k | 1.85 | |
Ing Groep Sponsored Adr (ING) | 0.0 | $98k | 14k | 7.04 | |
Suzano S A Spon Ads (SUZ) | 0.0 | $83k | 10k | 8.22 | |
Barclays Adr (BCS) | 0.0 | $71k | 14k | 5.01 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $69k | 18k | 3.93 | |
Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $60k | 13k | 4.60 | |
Natwest Group Spons Adr 2 Ord | 0.0 | $54k | 20k | 2.68 | |
Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $53k | 17k | 3.18 | |
Aegon N V Ny Registry Shs | 0.0 | $48k | 19k | 2.58 | |
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $46k | 17k | 2.76 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $45k | 34k | 1.31 | |
Telefonica S A Sponsored Adr (TEF) | 0.0 | $38k | 11k | 3.44 | |
Castlight Health CL B | 0.0 | $30k | 10k | 3.00 | |
MFA Mortgage Investments | 0.0 | $28k | 10k | 2.69 | |
Blackrock Tcp Capital Corp Note 4.625% 3/0 | 0.0 | $15k | 15k | 1.00 |