Chesley, Taft & Associates

Chesley Taft & Associates as of Dec. 31, 2023

Portfolio Holdings for Chesley Taft & Associates

Chesley Taft & Associates holds 301 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.1 $91M 242k 376.04
Apple (AAPL) 3.8 $68M 352k 192.53
Alphabet Cap Stk Cl C (GOOG) 3.8 $68M 479k 140.93
Costco Wholesale Corporation (COST) 2.8 $50M 76k 660.08
Stryker Corporation (SYK) 2.5 $45M 151k 299.46
Broadcom (AVGO) 2.3 $42M 37k 1116.25
Pepsi (PEP) 2.3 $41M 240k 169.84
Amazon (AMZN) 2.2 $39M 254k 151.94
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $38M 354k 108.25
Visa Com Cl A (V) 2.0 $36M 138k 260.35
JPMorgan Chase & Co. (JPM) 1.9 $35M 204k 170.10
Accenture Plc Ireland Shs Class A (ACN) 1.9 $33M 95k 350.91
Johnson & Johnson (JNJ) 1.8 $33M 208k 156.74
UnitedHealth (UNH) 1.7 $31M 59k 526.47
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $30M 107k 277.15
Honeywell International (HON) 1.6 $29M 140k 209.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $29M 61k 475.31
Abbott Laboratories (ABT) 1.5 $26M 238k 110.07
Mastercard Incorporated Cl A (MA) 1.4 $25M 59k 426.51
Home Depot (HD) 1.3 $24M 68k 346.55
Illinois Tool Works (ITW) 1.3 $23M 89k 261.94
NVIDIA Corporation (NVDA) 1.3 $23M 47k 495.22
Palo Alto Networks (PANW) 1.3 $23M 77k 294.88
Ishares Tr Core Msci Total (IXUS) 1.2 $22M 331k 64.93
Thermo Fisher Scientific (TMO) 1.2 $21M 39k 530.79
Adobe Systems Incorporated (ADBE) 1.2 $21M 35k 596.60
Spdr Gold Tr Gold Shs (GLD) 1.1 $20M 107k 191.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $20M 358k 56.14
Walt Disney Company (DIS) 1.0 $18M 202k 90.29
American Express Company (AXP) 1.0 $18M 95k 187.34
Danaher Corporation (DHR) 1.0 $18M 76k 231.34
Oracle Corporation (ORCL) 1.0 $17M 162k 105.43
Alphabet Cap Stk Cl A (GOOGL) 0.9 $17M 121k 139.69
Ishares Tr National Mun Etf (MUB) 0.9 $16M 151k 108.41
Waste Management (WM) 0.8 $15M 83k 179.10
Air Products & Chemicals (APD) 0.8 $15M 53k 273.80
AmerisourceBergen (COR) 0.8 $14M 67k 205.38
Coca-Cola Company (KO) 0.8 $14M 230k 58.93
Ishares Tr Core S&p500 Etf (IVV) 0.8 $14M 28k 477.63
salesforce (CRM) 0.7 $13M 50k 263.14
Meta Platforms Cl A (META) 0.7 $13M 37k 353.96
Exxon Mobil Corporation (XOM) 0.7 $13M 128k 99.98
Union Pacific Corporation (UNP) 0.7 $13M 51k 245.62
Eli Lilly & Co. (LLY) 0.7 $13M 22k 582.92
Zoetis Cl A (ZTS) 0.7 $12M 60k 197.37
Amphenol Corp Cl A (APH) 0.6 $11M 114k 99.13
Intercontinental Exchange (ICE) 0.6 $11M 84k 128.43
Select Sector Spdr Tr Financial (XLF) 0.6 $11M 284k 37.60
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $11M 107k 99.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $10M 212k 47.90
Blackstone Group Inc Com Cl A (BX) 0.6 $9.9M 76k 130.92
Ishares Tr Msci Eafe Etf (EFA) 0.5 $9.7M 128k 75.35
McDonald's Corporation (MCD) 0.5 $8.9M 30k 296.51
Church & Dwight (CHD) 0.5 $8.4M 89k 94.56
Ecolab (ECL) 0.5 $8.2M 41k 198.35
Fiserv (FI) 0.5 $8.0M 61k 132.84
Nextera Energy (NEE) 0.4 $7.8M 128k 60.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $7.7M 32k 237.22
Willis Towers Watson SHS (WTW) 0.4 $7.7M 32k 241.20
Starbucks Corporation (SBUX) 0.4 $7.1M 74k 96.01
Northern Trust Corporation (NTRS) 0.4 $7.0M 83k 84.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $7.0M 14k 507.38
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $6.8M 29k 232.64
Vanguard Index Fds Small Cp Etf (VB) 0.4 $6.7M 31k 213.33
Procter & Gamble Company (PG) 0.4 $6.6M 45k 146.54
Wells Fargo & Company (WFC) 0.4 $6.3M 128k 49.22
Weyerhaeuser Co Mtn Be Com New (WY) 0.3 $6.0M 171k 34.77
Merck & Co (MRK) 0.3 $6.0M 55k 109.02
Fortive (FTV) 0.3 $5.7M 78k 73.63
SYSCO Corporation (SYY) 0.3 $5.5M 75k 73.13
Chevron Corporation (CVX) 0.3 $5.4M 36k 149.16
Amgen (AMGN) 0.3 $5.3M 18k 288.02
W.W. Grainger (GWW) 0.3 $5.1M 6.2k 828.69
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $5.1M 100k 50.62
Tractor Supply Company (TSCO) 0.3 $4.9M 23k 215.03
S&p Global (SPGI) 0.3 $4.8M 11k 440.52
Intuit (INTU) 0.3 $4.6M 7.4k 625.03
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $4.6M 90k 51.27
Lowe's Companies (LOW) 0.3 $4.5M 20k 222.55
Truist Financial Corp equities (TFC) 0.3 $4.5M 122k 36.92
Sherwin-Williams Company (SHW) 0.3 $4.5M 14k 311.90
Pfizer (PFE) 0.3 $4.5M 156k 28.79
TJX Companies (TJX) 0.2 $4.4M 47k 93.81
Linde SHS (LIN) 0.2 $4.4M 11k 410.71
Ishares Tr Ishares Biotech (IBB) 0.2 $4.4M 32k 135.85
Alcon Ord Shs (ALC) 0.2 $4.4M 56k 78.12
BlackRock 0.2 $4.3M 5.3k 811.80
Metropcs Communications (TMUS) 0.2 $4.3M 27k 160.33
Bank of America Corporation (BAC) 0.2 $4.2M 126k 33.67
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $4.1M 86k 47.79
Automatic Data Processing (ADP) 0.2 $4.1M 17k 232.97
Oneok (OKE) 0.2 $3.9M 56k 70.22
Roper Industries (ROP) 0.2 $3.9M 7.2k 545.17
Vanguard Index Fds Value Etf (VTV) 0.2 $3.7M 25k 149.50
Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.4M 49k 70.35
AutoZone (AZO) 0.2 $3.4M 1.3k 2585.61
Aon Shs Cl A (AON) 0.2 $3.3M 12k 291.02
Novartis Sponsored Adr (NVS) 0.2 $3.3M 33k 100.97
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $3.3M 31k 105.43
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $3.3M 82k 40.06
Abbvie (ABBV) 0.2 $3.2M 21k 154.97
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $3.2M 64k 50.23
ConocoPhillips (COP) 0.2 $3.2M 28k 116.07
Aptiv SHS (APTV) 0.2 $3.2M 36k 89.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.1M 38k 82.04
Emerson Electric (EMR) 0.2 $3.1M 32k 97.33
Texas Instruments Incorporated (TXN) 0.2 $3.1M 18k 170.46
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $3.0M 58k 52.00
United Rentals (URI) 0.2 $3.0M 5.2k 573.42
Progressive Corporation (PGR) 0.2 $3.0M 19k 159.28
CVS Caremark Corporation (CVS) 0.2 $2.7M 35k 78.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.7M 54k 51.05
Ishares Tr Blackrock Ultra (ICSH) 0.2 $2.7M 54k 50.36
Raytheon Technologies Corp (RTX) 0.2 $2.7M 32k 84.14
Old Dominion Freight Line (ODFL) 0.2 $2.7M 6.6k 405.33
Servicenow (NOW) 0.1 $2.7M 3.8k 706.49
Hershey Company (HSY) 0.1 $2.6M 14k 186.44
Cigna Corp (CI) 0.1 $2.6M 8.6k 299.45
Ameriprise Financial (AMP) 0.1 $2.5M 6.6k 379.83
General Mills (GIS) 0.1 $2.5M 39k 65.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.5M 34k 73.55
Enterprise Products Partners (EPD) 0.1 $2.5M 95k 26.35
Qualcomm (QCOM) 0.1 $2.4M 17k 144.63
International Business Machines (IBM) 0.1 $2.4M 15k 163.55
CBOE Holdings (CBOE) 0.1 $2.4M 14k 178.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.4M 7.8k 303.17
Edwards Lifesciences (EW) 0.1 $2.3M 30k 76.25
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $2.3M 48k 47.49
Canadian Pacific Kansas City (CP) 0.1 $2.2M 28k 79.06
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $2.2M 45k 49.44
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $2.2M 160k 13.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.2M 28k 77.73
Cognizant Technology Solutio Cl A (CTSH) 0.1 $2.1M 28k 75.53
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $2.1M 42k 50.74
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $1.9M 16k 118.92
Kraft Heinz (KHC) 0.1 $1.8M 50k 36.98
Voya Financial (VOYA) 0.1 $1.8M 25k 72.96
Anthem (ELV) 0.1 $1.8M 3.8k 471.56
Corteva (CTVA) 0.1 $1.8M 37k 47.92
Ishares Tr Msci India Etf (INDA) 0.1 $1.8M 36k 48.81
Schlumberger Com Stk (SLB) 0.1 $1.8M 34k 52.04
Xylem (XYL) 0.1 $1.7M 15k 114.36
Charles Schwab Corporation (SCHW) 0.1 $1.7M 25k 68.80
Booking Holdings (BKNG) 0.1 $1.7M 485.00 3547.22
First Solar (FSLR) 0.1 $1.7M 9.7k 172.28
Graphic Packaging Holding Company (GPK) 0.1 $1.6M 67k 24.65
General Electric Com New (GE) 0.1 $1.6M 12k 127.63
AFLAC Incorporated (AFL) 0.1 $1.6M 19k 82.50
Applied Materials (AMAT) 0.1 $1.6M 9.7k 162.07
Franklin Electric (FELE) 0.1 $1.6M 16k 96.65
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.5M 14k 110.66
Ishares Core Msci Emkt (IEMG) 0.1 $1.5M 30k 50.58
Carlisle Companies (CSL) 0.1 $1.5M 4.8k 312.43
Northrop Grumman Corporation (NOC) 0.1 $1.5M 3.1k 468.14
Hubbell (HUBB) 0.1 $1.5M 4.4k 328.93
Marsh & McLennan Companies (MMC) 0.1 $1.5M 7.7k 189.47
Intel Corporation (INTC) 0.1 $1.4M 28k 50.25
Hess (HES) 0.1 $1.4M 9.6k 144.16
Verizon Communications (VZ) 0.1 $1.4M 36k 37.70
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.4M 44k 30.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 3.0k 436.80
Agilent Technologies Inc C ommon (A) 0.1 $1.3M 9.3k 139.03
Mondelez Intl Cl A (MDLZ) 0.1 $1.3M 18k 72.43
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.3M 4.6k 273.74
Target Corporation (TGT) 0.1 $1.3M 8.8k 142.42
Omni (OMC) 0.1 $1.2M 14k 86.51
Teradyne (TER) 0.1 $1.2M 11k 108.52
Bhp Group Sponsored Ads (BHP) 0.1 $1.2M 18k 68.31
Ishares Silver Tr Ishares (SLV) 0.1 $1.2M 56k 21.78
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.2M 26k 46.04
Caesars Entertainment (CZR) 0.1 $1.2M 26k 46.88
American Water Works (AWK) 0.1 $1.2M 9.1k 131.99
Regal-beloit Corporation (RRX) 0.1 $1.2M 8.0k 148.02
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.2M 9.6k 122.75
Skyworks Solutions (SWKS) 0.1 $1.2M 11k 112.42
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.1M 11k 98.59
MetLife (MET) 0.1 $1.1M 17k 66.13
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.1M 46k 23.90
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.1M 43k 24.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.1M 3.0k 356.66
Cisco Systems (CSCO) 0.1 $1.1M 21k 50.52
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.1M 11k 96.39
Cdw (CDW) 0.1 $1.1M 4.6k 227.32
Ishares Tr Ibonds Dec24 Etf 0.1 $1.1M 42k 24.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.0M 19k 55.67
CMS Energy Corporation (CMS) 0.1 $1.0M 18k 58.07
Iron Mountain (IRM) 0.1 $1.0M 15k 69.98
Walgreen Boots Alliance (WBA) 0.1 $996k 38k 26.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $973k 2.4k 409.53
Duke Energy Corp Com New (DUK) 0.1 $969k 10k 97.04
Verisk Analytics (VRSK) 0.1 $954k 4.0k 238.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $936k 5.7k 165.25
Shell Spon Ads (SHEL) 0.1 $935k 14k 65.80
Fidelity National Information Services (FIS) 0.1 $923k 15k 60.07
Everest Re Group (EG) 0.0 $888k 2.5k 353.58
Lockheed Martin Corporation (LMT) 0.0 $862k 1.9k 453.24
Keysight Technologies (KEYS) 0.0 $845k 5.3k 159.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $838k 4.7k 179.97
Chubb (CB) 0.0 $835k 3.7k 226.00
Lamar Advertising Cl A (LAMR) 0.0 $818k 7.7k 106.28
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $810k 51k 15.95
Tesla Motors (TSLA) 0.0 $805k 3.2k 248.48
Snap-on Incorporated (SNA) 0.0 $804k 2.8k 288.84
Copart (CPRT) 0.0 $754k 15k 49.00
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.0 $749k 36k 20.89
Hca Holdings (HCA) 0.0 $746k 2.8k 270.68
Southern Company (SO) 0.0 $745k 11k 70.12
Veralto Corp Com Shs (VLTO) 0.0 $740k 9.0k 82.26
Key (KEY) 0.0 $729k 51k 14.40
Becton, Dickinson and (BDX) 0.0 $714k 2.9k 243.83
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $705k 2.6k 273.33
Colgate-Palmolive Company (CL) 0.0 $705k 8.8k 79.71
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $702k 17k 41.93
Ishares Tr Global Energ Etf (IXC) 0.0 $696k 18k 39.11
Apollo Global Mgmt (APO) 0.0 $677k 7.3k 93.19
Paychex (PAYX) 0.0 $673k 5.7k 119.11
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $650k 26k 25.09
Kla Corp Com New (KLAC) 0.0 $627k 1.1k 581.30
Dupont De Nemours (DD) 0.0 $616k 8.0k 76.93
FedEx Corporation (FDX) 0.0 $615k 2.4k 252.97
At&t (T) 0.0 $614k 37k 16.78
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $589k 11k 51.63
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $587k 7.8k 75.54
Vertiv Holdings Com Cl A (VRT) 0.0 $585k 12k 48.03
Universal Display Corporation (OLED) 0.0 $574k 3.0k 191.26
Delta Air Lines Inc Del Com New (DAL) 0.0 $560k 14k 40.23
L3harris Technologies (LHX) 0.0 $556k 2.6k 210.62
Ishares Msci Jpn Etf New (EWJ) 0.0 $556k 8.7k 64.14
Ishares Tr Ibonds 24 Trm Ts 0.0 $556k 23k 23.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $553k 7.4k 75.10
Microchip Technology (MCHP) 0.0 $548k 6.1k 90.18
Ishares Tr Russell 2000 Etf (IWM) 0.0 $543k 2.7k 200.71
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $537k 22k 23.93
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $529k 13k 40.21
Canadian Natl Ry (CNI) 0.0 $528k 4.2k 125.63
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $522k 1.4k 376.87
Lauder Estee Cos Cl A (EL) 0.0 $511k 3.5k 146.25
Ishares Tr Tips Bd Etf (TIP) 0.0 $508k 4.7k 107.49
Dominion Resources (D) 0.0 $502k 11k 47.00
Allstate Corporation (ALL) 0.0 $477k 3.4k 139.98
Cogent Communications Hldgs Com New (CCOI) 0.0 $474k 6.2k 76.06
Public Storage (PSA) 0.0 $470k 1.5k 305.00
Rio Tinto Sponsored Adr (RIO) 0.0 $467k 6.3k 74.46
American Intl Group Com New (AIG) 0.0 $457k 6.7k 67.75
Jacobs Engineering Group (J) 0.0 $454k 3.5k 129.80
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $451k 22k 20.45
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $446k 17k 27.04
Wec Energy Group (WEC) 0.0 $444k 5.3k 84.17
General Motors Company (GM) 0.0 $437k 12k 35.92
General Dynamics Corporation (GD) 0.0 $436k 1.7k 259.67
Novo-nordisk A S Adr (NVO) 0.0 $429k 4.1k 103.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $428k 10k 41.10
Corning Incorporated (GLW) 0.0 $427k 14k 30.45
Regeneron Pharmaceuticals (REGN) 0.0 $426k 485.00 878.29
Cme (CME) 0.0 $415k 2.0k 210.60
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $414k 3.9k 105.23
Manhattan Associates (MANH) 0.0 $412k 1.9k 215.32
Cibc Cad (CM) 0.0 $412k 8.5k 48.14
Caterpillar (CAT) 0.0 $403k 1.4k 295.67
Eastman Chemical Company (EMN) 0.0 $398k 4.4k 89.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $396k 6.8k 57.96
Deere & Company (DE) 0.0 $396k 990.00 399.87
Yum! Brands (YUM) 0.0 $391k 3.0k 130.66
Nextera Energy Partners Com Unit Part In (NEP) 0.0 $390k 13k 30.41
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $389k 17k 23.28
Philip Morris International (PM) 0.0 $383k 4.1k 94.09
Vail Resorts (MTN) 0.0 $352k 1.7k 213.47
Williams Companies (WMB) 0.0 $348k 10k 34.83
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $344k 3.3k 102.88
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $331k 2.0k 164.42
Norfolk Southern (NSC) 0.0 $331k 1.4k 236.38
Ishares Jp Morgan Em Etf (LEMB) 0.0 $320k 8.7k 36.72
Flowers Foods (FLO) 0.0 $316k 14k 22.51
Cummins (CMI) 0.0 $316k 1.3k 239.57
Boeing Company (BA) 0.0 $313k 1.2k 260.66
Otter Tail Corporation (OTTR) 0.0 $313k 3.7k 84.97
Werner Enterprises (WERN) 0.0 $310k 7.3k 42.37
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 0.0 $308k 5.7k 54.06
McKesson Corporation (MCK) 0.0 $300k 647.00 462.98
Spire (SR) 0.0 $286k 4.6k 62.34
Lamb Weston Hldgs (LW) 0.0 $272k 2.5k 108.09
Huntington Bancshares Incorporated (HBAN) 0.0 $269k 21k 12.72
Nike CL B (NKE) 0.0 $269k 2.5k 108.57
Baker Hughes Company Cl A (BKR) 0.0 $267k 7.8k 34.18
Kimberly-Clark Corporation (KMB) 0.0 $261k 2.1k 121.51
Bristol Myers Squibb (BMY) 0.0 $254k 4.9k 51.31
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $253k 4.0k 63.33
Nrg Energy Com New (NRG) 0.0 $249k 4.8k 51.70
Principal Financial (PFG) 0.0 $248k 3.2k 78.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $239k 2.7k 88.36
Xcel Energy (XEL) 0.0 $238k 3.9k 61.91
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $237k 8.2k 29.05
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $226k 2.2k 101.77
Lam Research Corporation 0.0 $219k 280.00 783.26
Select Sector Spdr Tr Technology (XLK) 0.0 $219k 1.1k 192.48
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $212k 14k 15.57
UGI Corporation (UGI) 0.0 $204k 8.3k 24.60
CSX Corporation (CSX) 0.0 $201k 5.8k 34.67
Viatris (VTRS) 0.0 $174k 16k 10.83
First Fndtn (FFWM) 0.0 $153k 16k 9.68
Ftc Solar (FTCI) 0.0 $51k 73k 0.69