Chesley Taft & Associates as of March 31, 2024
Portfolio Holdings for Chesley Taft & Associates
Chesley Taft & Associates holds 311 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.2 | $101M | 241k | 420.72 | |
Alphabet Cap Stk Cl C (GOOG) | 3.7 | $73M | 479k | 152.26 | |
Apple (AAPL) | 2.9 | $56M | 326k | 171.48 | |
Costco Wholesale Corporation (COST) | 2.8 | $54M | 74k | 732.63 | |
Stryker Corporation (SYK) | 2.7 | $54M | 150k | 357.87 | |
Broadcom (AVGO) | 2.4 | $48M | 36k | 1325.41 | |
Amazon (AMZN) | 2.3 | $46M | 252k | 180.38 | |
NVIDIA Corporation (NVDA) | 2.2 | $42M | 47k | 903.56 | |
Pepsi (PEP) | 2.2 | $42M | 241k | 175.01 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $41M | 204k | 200.30 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $40M | 655k | 60.74 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $39M | 355k | 110.52 | |
Visa Com Cl A (V) | 1.9 | $37M | 133k | 279.08 | |
Johnson & Johnson (JNJ) | 1.7 | $33M | 209k | 158.19 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $32M | 93k | 346.61 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $32M | 61k | 523.07 | |
Honeywell International (HON) | 1.5 | $29M | 139k | 205.25 | |
UnitedHealth (UNH) | 1.5 | $29M | 58k | 494.70 | |
Abbott Laboratories (ABT) | 1.4 | $27M | 237k | 113.66 | |
Mastercard Incorporated Cl A (MA) | 1.4 | $27M | 55k | 481.57 | |
Walt Disney Company (DIS) | 1.3 | $26M | 211k | 122.36 | |
Palo Alto Networks (PANW) | 1.3 | $25M | 89k | 284.13 | |
Home Depot (HD) | 1.2 | $24M | 62k | 383.60 | |
Illinois Tool Works (ITW) | 1.2 | $24M | 89k | 268.33 | |
Thermo Fisher Scientific (TMO) | 1.2 | $23M | 40k | 581.21 | |
Ishares Tr Core Msci Total (IXUS) | 1.1 | $22M | 330k | 67.86 | |
Oracle Corporation (ORCL) | 1.1 | $22M | 174k | 125.61 | |
Spdr Gold Tr Gold Shs (GLD) | 1.1 | $22M | 106k | 205.72 | |
American Express Company (AXP) | 1.1 | $22M | 95k | 227.69 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $21M | 354k | 58.65 | |
Danaher Corporation (DHR) | 1.0 | $19M | 77k | 249.72 | |
Adobe Systems Incorporated (ADBE) | 1.0 | $19M | 38k | 504.60 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $18M | 121k | 150.93 | |
Ishares Tr National Mun Etf (MUB) | 0.9 | $18M | 168k | 107.60 | |
Waste Management (WM) | 0.9 | $18M | 83k | 213.15 | |
Meta Platforms Cl A (META) | 0.9 | $18M | 36k | 485.58 | |
Eli Lilly & Co. (LLY) | 0.9 | $17M | 21k | 777.96 | |
AmerisourceBergen (COR) | 0.8 | $16M | 67k | 242.99 | |
AutoZone (AZO) | 0.8 | $16M | 5.1k | 3151.65 | |
Coca-Cola Company (KO) | 0.8 | $16M | 263k | 61.18 | |
salesforce (CRM) | 0.7 | $15M | 49k | 301.18 | |
Exxon Mobil Corporation (XOM) | 0.7 | $15M | 126k | 116.24 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $14M | 27k | 525.73 | |
Union Pacific Corporation (UNP) | 0.6 | $13M | 51k | 245.93 | |
Amphenol Corp Cl A (APH) | 0.6 | $12M | 107k | 115.35 | |
Air Products & Chemicals (APD) | 0.6 | $12M | 51k | 242.27 | |
Select Sector Spdr Tr Financial (XLF) | 0.6 | $12M | 280k | 42.12 | |
Blackstone Group Inc Com Cl A (BX) | 0.6 | $12M | 89k | 131.37 | |
Intercontinental Exchange (ICE) | 0.6 | $12M | 84k | 137.43 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $11M | 215k | 50.17 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $10M | 107k | 97.94 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $10M | 128k | 79.86 | |
Zoetis Cl A (ZTS) | 0.5 | $10M | 60k | 169.21 | |
Fiserv (FI) | 0.5 | $9.7M | 61k | 159.82 | |
Ecolab (ECL) | 0.5 | $9.5M | 41k | 230.90 | |
Church & Dwight (CHD) | 0.5 | $9.4M | 90k | 104.31 | |
Willis Towers Watson SHS (WTW) | 0.5 | $9.4M | 34k | 275.00 | |
McDonald's Corporation (MCD) | 0.4 | $8.4M | 30k | 281.95 | |
Nextera Energy (NEE) | 0.4 | $8.4M | 131k | 63.91 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $8.1M | 31k | 259.90 | |
Merck & Co (MRK) | 0.4 | $8.0M | 61k | 131.95 | |
Wells Fargo & Company (WFC) | 0.4 | $7.7M | 133k | 57.96 | |
Raytheon Technologies Corp (RTX) | 0.4 | $7.7M | 79k | 97.53 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $7.6M | 14k | 556.40 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $7.5M | 30k | 249.86 | |
Northern Trust Corporation (NTRS) | 0.4 | $7.4M | 83k | 88.92 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $7.3M | 32k | 228.59 | |
Procter & Gamble Company (PG) | 0.4 | $7.3M | 45k | 162.25 | |
W.W. Grainger (GWW) | 0.4 | $7.0M | 6.9k | 1017.30 | |
Starbucks Corporation (SBUX) | 0.3 | $6.8M | 74k | 91.39 | |
Fortive (FTV) | 0.3 | $6.8M | 79k | 86.02 | |
Tractor Supply Company (TSCO) | 0.3 | $6.1M | 23k | 261.72 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $6.1M | 169k | 35.91 | |
SYSCO Corporation (SYY) | 0.3 | $5.9M | 73k | 81.18 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $5.8M | 114k | 51.06 | |
Chevron Corporation (CVX) | 0.3 | $5.7M | 36k | 157.74 | |
Amgen (AMGN) | 0.3 | $5.4M | 19k | 284.32 | |
Lowe's Companies (LOW) | 0.3 | $5.2M | 20k | 254.73 | |
Truist Financial Corp equities (TFC) | 0.2 | $4.8M | 124k | 38.98 | |
S&p Global (SPGI) | 0.2 | $4.8M | 11k | 425.45 | |
Intuit (INTU) | 0.2 | $4.7M | 7.3k | 650.00 | |
TJX Companies (TJX) | 0.2 | $4.7M | 47k | 101.42 | |
Sherwin-Williams Company (SHW) | 0.2 | $4.7M | 14k | 347.33 | |
Linde SHS (LIN) | 0.2 | $4.5M | 9.7k | 464.32 | |
Oneok (OKE) | 0.2 | $4.5M | 56k | 80.17 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $4.5M | 33k | 137.22 | |
Bank of America Corporation (BAC) | 0.2 | $4.5M | 118k | 37.92 | |
BlackRock (BLK) | 0.2 | $4.4M | 5.3k | 833.70 | |
Automatic Data Processing (ADP) | 0.2 | $4.4M | 18k | 249.74 | |
Metropcs Communications (TMUS) | 0.2 | $4.4M | 27k | 163.22 | |
Alcon Ord Shs (ALC) | 0.2 | $4.2M | 51k | 83.29 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $4.2M | 83k | 51.28 | |
Pfizer (PFE) | 0.2 | $4.2M | 151k | 27.75 | |
Roper Industries (ROP) | 0.2 | $4.1M | 7.3k | 560.84 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.0M | 25k | 162.86 | |
Abbvie (ABBV) | 0.2 | $3.8M | 21k | 182.10 | |
Aon Shs Cl A (AON) | 0.2 | $3.8M | 11k | 333.72 | |
Emerson Electric (EMR) | 0.2 | $3.8M | 33k | 113.42 | |
Progressive Corporation (PGR) | 0.2 | $3.7M | 18k | 206.82 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $3.7M | 79k | 47.44 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $3.7M | 35k | 104.73 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $3.6M | 49k | 74.22 | |
ConocoPhillips (COP) | 0.2 | $3.5M | 28k | 127.28 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $3.4M | 85k | 39.53 | |
International Business Machines (IBM) | 0.2 | $3.3M | 17k | 190.96 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $3.2M | 64k | 50.45 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $3.2M | 62k | 51.60 | |
United Rentals (URI) | 0.2 | $3.2M | 4.4k | 721.11 | |
Novartis Sponsored Adr (NVS) | 0.2 | $3.2M | 33k | 96.73 | |
Cigna Corp (CI) | 0.2 | $3.1M | 8.6k | 363.19 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.1M | 61k | 50.60 | |
Old Dominion Freight Line (ODFL) | 0.2 | $3.0M | 14k | 219.31 | |
Edwards Lifesciences (EW) | 0.1 | $2.9M | 31k | 95.56 | |
Ameriprise Financial (AMP) | 0.1 | $2.9M | 6.6k | 438.44 | |
Servicenow (NOW) | 0.1 | $2.9M | 3.8k | 762.40 | |
Qualcomm (QCOM) | 0.1 | $2.8M | 17k | 169.30 | |
Aptiv SHS (APTV) | 0.1 | $2.8M | 35k | 79.65 | |
Eaton Corp SHS (ETN) | 0.1 | $2.7M | 8.8k | 312.68 | |
Hershey Company (HSY) | 0.1 | $2.7M | 14k | 194.50 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.7M | 37k | 72.63 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.7M | 33k | 81.78 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.6M | 7.8k | 337.05 | |
CBOE Holdings (CBOE) | 0.1 | $2.5M | 13k | 183.73 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.4M | 14k | 174.21 | |
Canadian Pacific Kansas City (CP) | 0.1 | $2.4M | 27k | 88.17 | |
Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $2.3M | 47k | 49.55 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.2M | 27k | 84.09 | |
General Electric Com New (GE) | 0.1 | $2.2M | 12k | 175.53 | |
Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $2.1M | 16k | 132.98 | |
Corteva (CTVA) | 0.1 | $2.1M | 37k | 57.67 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.1M | 43k | 47.89 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $2.1M | 41k | 50.56 | |
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.0M | 40k | 50.74 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $2.0M | 27k | 73.29 | |
Ishares Tr Msci India Etf (INDA) | 0.1 | $2.0M | 39k | 51.59 | |
TransDigm Group Incorporated (TDG) | 0.1 | $2.0M | 1.6k | 1231.60 | |
Xylem (XYL) | 0.1 | $2.0M | 15k | 129.24 | |
Graphic Packaging Holding Company (GPK) | 0.1 | $2.0M | 67k | 29.18 | |
Anthem (ELV) | 0.1 | $2.0M | 3.8k | 518.54 | |
Carlisle Companies (CSL) | 0.1 | $1.9M | 4.9k | 391.85 | |
Omni (OMC) | 0.1 | $1.9M | 20k | 96.76 | |
Voya Financial (VOYA) | 0.1 | $1.8M | 25k | 73.92 | |
Kraft Heinz (KHC) | 0.1 | $1.8M | 50k | 36.90 | |
Hubbell (HUBB) | 0.1 | $1.8M | 4.4k | 415.05 | |
Schlumberger Com Stk (SLB) | 0.1 | $1.8M | 33k | 54.81 | |
Applied Materials (AMAT) | 0.1 | $1.8M | 8.5k | 206.23 | |
Booking Holdings (BKNG) | 0.1 | $1.7M | 478.00 | 3627.88 | |
Franklin Electric (FELE) | 0.1 | $1.7M | 16k | 106.81 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.7M | 23k | 72.34 | |
AFLAC Incorporated (AFL) | 0.1 | $1.6M | 19k | 85.86 | |
General Mills (GIS) | 0.1 | $1.6M | 24k | 69.97 | |
First Solar (FSLR) | 0.1 | $1.6M | 9.8k | 168.80 | |
Marsh & McLennan Companies (MMC) | 0.1 | $1.6M | 7.6k | 205.98 | |
Target Corporation (TGT) | 0.1 | $1.6M | 8.8k | 177.21 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $1.6M | 30k | 51.60 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.5M | 14k | 108.92 | |
Teradyne (TER) | 0.1 | $1.5M | 13k | 112.83 | |
Verizon Communications (VZ) | 0.1 | $1.5M | 36k | 41.96 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $1.5M | 33k | 45.31 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.5M | 94k | 15.73 | |
Hess (HES) | 0.1 | $1.5M | 9.6k | 152.64 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.5M | 3.0k | 478.66 | |
Regal-beloit Corporation (RRX) | 0.1 | $1.4M | 8.0k | 180.10 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.4M | 4.6k | 300.08 | |
Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $1.4M | 58k | 23.85 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $1.4M | 9.3k | 145.51 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | 2.8k | 480.70 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.3M | 9.6k | 135.06 | |
MetLife (MET) | 0.1 | $1.3M | 17k | 74.11 | |
Cdw (CDW) | 0.1 | $1.3M | 5.0k | 255.78 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.2M | 3.0k | 420.52 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.2M | 18k | 70.00 | |
Intel Corporation (INTC) | 0.1 | $1.2M | 28k | 44.17 | |
Iron Mountain (IRM) | 0.1 | $1.2M | 15k | 80.21 | |
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $1.1M | 37k | 30.83 | |
Fidelity National Information Services (FIS) | 0.1 | $1.1M | 15k | 74.18 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | 19k | 61.05 | |
Skyworks Solutions (SWKS) | 0.1 | $1.1M | 11k | 108.32 | |
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $1.1M | 46k | 24.81 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.1M | 11k | 99.43 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 2.4k | 444.02 | |
Everest Re Group (EG) | 0.1 | $1.0M | 2.6k | 397.50 | |
Neurocrine Biosciences (NBIX) | 0.1 | $1.0M | 7.5k | 137.92 | |
Ishares Tr Global Energ Etf (IXC) | 0.1 | $1.0M | 24k | 42.95 | |
Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $1.0M | 41k | 24.91 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.0M | 11k | 94.66 | |
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $993k | 14k | 71.35 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $991k | 5.5k | 179.11 | |
Duke Energy Corp Com New (DUK) | 0.0 | $976k | 10k | 96.71 | |
Vertiv Holdings Com Cl A (VRT) | 0.0 | $968k | 12k | 81.67 | |
Caesars Entertainment (CZR) | 0.0 | $966k | 22k | 43.74 | |
Chubb (CB) | 0.0 | $958k | 3.7k | 259.13 | |
Cisco Systems (CSCO) | 0.0 | $953k | 19k | 49.91 | |
Shell Spon Ads (SHEL) | 0.0 | $953k | 14k | 67.04 | |
Copart (CPRT) | 0.0 | $931k | 16k | 57.92 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $927k | 7.8k | 119.41 | |
Verisk Analytics (VRSK) | 0.0 | $926k | 3.9k | 235.73 | |
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $923k | 51k | 18.25 | |
Hca Holdings (HCA) | 0.0 | $919k | 2.8k | 333.53 | |
Lockheed Martin Corporation (LMT) | 0.0 | $910k | 2.0k | 454.87 | |
Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $882k | 35k | 25.05 | |
Keysight Technologies (KEYS) | 0.0 | $830k | 5.3k | 156.38 | |
Walgreen Boots Alliance (WBA) | 0.0 | $828k | 38k | 21.69 | |
Snap-on Incorporated (SNA) | 0.0 | $827k | 2.8k | 296.22 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $821k | 4.3k | 191.88 | |
Apollo Global Mgmt (APO) | 0.0 | $807k | 7.2k | 112.45 | |
Key (KEY) | 0.0 | $800k | 51k | 15.81 | |
Colgate-Palmolive Company (CL) | 0.0 | $796k | 8.8k | 90.05 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $777k | 2.6k | 301.44 | |
Kla Corp Com New (KLAC) | 0.0 | $763k | 1.1k | 698.57 | |
Southern Company (SO) | 0.0 | $754k | 11k | 71.74 | |
CMS Energy Corporation (CMS) | 0.0 | $750k | 12k | 60.34 | |
Dominion Resources (D) | 0.0 | $749k | 15k | 49.19 | |
Becton, Dickinson and (BDX) | 0.0 | $725k | 2.9k | 247.45 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $708k | 17k | 42.11 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $708k | 31k | 22.75 | |
Paychex (PAYX) | 0.0 | $694k | 5.7k | 122.80 | |
Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $686k | 29k | 23.80 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $686k | 13k | 52.26 | |
At&t (T) | 0.0 | $686k | 39k | 17.60 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $661k | 14k | 47.87 | |
FedEx Corporation (FDX) | 0.0 | $657k | 2.3k | 289.74 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $627k | 5.4k | 115.30 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $622k | 7.4k | 84.44 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $621k | 7.8k | 79.91 | |
Dupont De Nemours (DD) | 0.0 | $609k | 7.9k | 76.67 | |
L3harris Technologies (LHX) | 0.0 | $597k | 2.8k | 213.10 | |
CVS Caremark Corporation (CVS) | 0.0 | $595k | 7.5k | 79.76 | |
Tesla Motors (TSLA) | 0.0 | $570k | 3.2k | 175.79 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $569k | 2.7k | 210.30 | |
Allstate Corporation (ALL) | 0.0 | $566k | 3.3k | 173.01 | |
General Motors Company (GM) | 0.0 | $552k | 12k | 45.35 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $551k | 1.4k | 397.76 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $551k | 10k | 53.10 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $545k | 4.2k | 128.40 | |
Jacobs Engineering Group (J) | 0.0 | $537k | 3.5k | 153.73 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $523k | 3.4k | 154.15 | |
American Intl Group Com New (AIG) | 0.0 | $521k | 6.7k | 78.17 | |
Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $518k | 23k | 22.82 | |
Universal Display Corporation (OLED) | 0.0 | $505k | 3.0k | 168.45 | |
Caterpillar (CAT) | 0.0 | $499k | 1.4k | 366.43 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $490k | 4.6k | 107.41 | |
H&R Block (HRB) | 0.0 | $473k | 9.6k | 49.11 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $472k | 12k | 41.08 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $468k | 17k | 28.40 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $467k | 485.00 | 962.49 | |
Canadian Natl Ry (CNI) | 0.0 | $466k | 3.5k | 131.71 | |
Corning Incorporated (GLW) | 0.0 | $462k | 14k | 32.96 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $457k | 5.2k | 88.66 | |
Enterprise Products Partners (EPD) | 0.0 | $452k | 16k | 29.18 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $450k | 22k | 20.43 | |
Public Storage (PSA) | 0.0 | $447k | 1.5k | 290.06 | |
Eastman Chemical Company (EMN) | 0.0 | $444k | 4.4k | 100.22 | |
Wec Energy Group (WEC) | 0.0 | $434k | 5.3k | 82.12 | |
Cibc Cad (CM) | 0.0 | $434k | 8.5k | 50.72 | |
Manhattan Associates (MANH) | 0.0 | $421k | 1.7k | 250.23 | |
Yum! Brands (YUM) | 0.0 | $415k | 3.0k | 138.65 | |
General Dynamics Corporation (GD) | 0.0 | $411k | 1.5k | 282.49 | |
Cogent Communications Hldgs Com New (CCOI) | 0.0 | $407k | 6.2k | 65.33 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $398k | 19k | 20.97 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $398k | 9.5k | 41.77 | |
Deere & Company (DE) | 0.0 | $396k | 965.00 | 410.74 | |
Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $390k | 16k | 23.94 | |
Williams Companies (WMB) | 0.0 | $390k | 10k | 38.97 | |
Cummins (CMI) | 0.0 | $389k | 1.3k | 294.65 | |
Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $388k | 17k | 23.23 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $384k | 6.0k | 63.74 | |
Cme (CME) | 0.0 | $381k | 1.8k | 215.29 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $378k | 3.4k | 110.50 | |
Philip Morris International (PM) | 0.0 | $373k | 4.1k | 91.63 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $370k | 6.1k | 60.30 | |
Norfolk Southern (NSC) | 0.0 | $357k | 1.4k | 254.87 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $353k | 2.0k | 175.27 | |
Microchip Technology (MCHP) | 0.0 | $350k | 3.9k | 89.71 | |
J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $349k | 6.9k | 50.74 | |
McKesson Corporation (MCK) | 0.0 | $347k | 647.00 | 536.85 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $344k | 25k | 13.98 | |
Nrg Energy Com New (NRG) | 0.0 | $326k | 4.8k | 67.69 | |
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 0.0 | $325k | 5.7k | 56.96 | |
Otter Tail Corporation (OTTR) | 0.0 | $318k | 3.7k | 86.40 | |
Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $314k | 8.7k | 36.08 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $295k | 21k | 13.95 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $294k | 5.1k | 57.54 | |
Werner Enterprises (WERN) | 0.0 | $287k | 7.3k | 39.12 | |
Spire (SR) | 0.0 | $281k | 4.6k | 61.37 | |
Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $281k | 5.7k | 49.22 | |
Principal Financial (PFG) | 0.0 | $272k | 3.2k | 86.32 | |
Lam Research Corporation (LRCX) | 0.0 | $272k | 280.00 | 971.57 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $272k | 2.1k | 129.35 | |
Lamb Weston Hldgs (LW) | 0.0 | $263k | 2.5k | 106.53 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $263k | 4.0k | 65.65 | |
Baker Hughes Company Cl A (BKR) | 0.0 | $262k | 7.8k | 33.50 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $260k | 35k | 7.42 | |
Bristol Myers Squibb (BMY) | 0.0 | $260k | 4.8k | 54.23 | |
Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $253k | 12k | 21.40 | |
Targa Res Corp (TRGP) | 0.0 | $250k | 2.2k | 111.99 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $245k | 2.2k | 110.13 | |
Vail Resorts (MTN) | 0.0 | $244k | 1.1k | 222.83 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $236k | 1.1k | 208.27 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $236k | 8.2k | 28.92 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $234k | 2.7k | 86.48 | |
Nike CL B (NKE) | 0.0 | $233k | 2.5k | 93.98 | |
Wal-Mart Stores (WMT) | 0.0 | $220k | 3.7k | 60.17 | |
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $215k | 870.00 | 247.41 | |
CSX Corporation (CSX) | 0.0 | $215k | 5.8k | 37.07 | |
Xcel Energy (XEL) | 0.0 | $207k | 3.9k | 53.75 | |
Cabot Corporation (CBT) | 0.0 | $203k | 2.2k | 92.20 | |
UGI Corporation (UGI) | 0.0 | $203k | 8.3k | 24.54 | |
Viatris (VTRS) | 0.0 | $191k | 16k | 11.94 | |
First Fndtn (FFWM) | 0.0 | $120k | 16k | 7.55 | |
Ftc Solar (FTCI) | 0.0 | $39k | 73k | 0.54 |