Clifford Swan Investment Counsel

Clifford Swan Investment Counsel as of Dec. 31, 2022

Portfolio Holdings for Clifford Swan Investment Counsel

Clifford Swan Investment Counsel holds 303 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service CL B (UPS) 5.4 $124M 714k 173.84
Apple (AAPL) 4.7 $108M 829k 129.93
Microsoft Corporation (MSFT) 3.4 $78M 327k 239.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $63M 204k 308.90
Chevron Corporation (CVX) 2.6 $61M 338k 179.49
Costco Wholesale Corporation (COST) 2.6 $60M 132k 456.50
Accenture Plc Ireland Shs Class A (ACN) 2.1 $49M 184k 266.84
Johnson & Johnson (JNJ) 2.0 $46M 260k 176.65
Lowe's Companies (LOW) 2.0 $45M 226k 199.24
Alphabet Cap Stk Cl A (GOOGL) 1.7 $40M 453k 88.23
Exxon Mobil Corporation (XOM) 1.7 $39M 351k 110.30
Tractor Supply Company (TSCO) 1.5 $34M 150k 224.97
Bristol Myers Squibb (BMY) 1.4 $32M 448k 71.95
Emerson Electric (EMR) 1.4 $31M 324k 96.06
Abbvie (ABBV) 1.3 $30M 183k 161.61
JPMorgan Chase & Co. (JPM) 1.3 $30M 220k 134.10
Wells Fargo & Company (WFC) 1.2 $28M 679k 41.29
Oracle Corporation (ORCL) 1.2 $27M 325k 81.74
Abbott Laboratories (ABT) 1.1 $26M 240k 109.79
Arista Networks (ANET) 1.1 $26M 217k 121.35
Procter & Gamble Company (PG) 1.1 $26M 173k 151.56
Nike CL B (NKE) 1.1 $26M 220k 117.01
Agilent Technologies Inc C ommon (A) 1.1 $25M 164k 149.65
McDonald's Corporation (MCD) 1.1 $24M 92k 263.53
Stryker Corporation (SYK) 1.0 $24M 98k 244.49
Qualcomm (QCOM) 1.0 $23M 212k 109.94
Fastenal Company (FAST) 1.0 $23M 486k 47.32
Schlumberger Com Stk (SLB) 1.0 $22M 410k 53.46
Corteva (CTVA) 0.9 $22M 369k 58.78
Pepsi (PEP) 0.9 $22M 119k 180.66
Hp (HPQ) 0.9 $21M 796k 26.87
Dupont De Nemours (DD) 0.9 $21M 311k 68.63
Albemarle Corporation (ALB) 0.9 $21M 97k 216.86
Pfizer (PFE) 0.9 $21M 406k 51.24
Intel Corporation (INTC) 0.9 $21M 786k 26.43
UnitedHealth (UNH) 0.9 $20M 37k 530.18
Cisco Systems (CSCO) 0.9 $20M 417k 47.64
Intuit (INTU) 0.8 $19M 50k 389.22
Edwards Lifesciences (EW) 0.8 $19M 256k 74.61
McKesson Corporation (MCK) 0.8 $18M 48k 375.12
Raytheon Technologies Corp (RTX) 0.8 $17M 171k 100.92
Colgate-Palmolive Company (CL) 0.8 $17M 219k 78.79
Allison Transmission Hldngs I (ALSN) 0.7 $17M 411k 41.60
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $17M 351k 47.41
Paypal Holdings (PYPL) 0.7 $17M 233k 71.22
Starbucks Corporation (SBUX) 0.7 $16M 161k 99.20
American Express Company (AXP) 0.7 $16M 107k 147.75
Laboratory Corp Amer Hldgs Com New 0.7 $16M 66k 235.48
Hewlett Packard Enterprise (HPE) 0.7 $16M 971k 15.96
Keysight Technologies (KEYS) 0.7 $15M 90k 171.07
Novo-nordisk A S Adr (NVO) 0.7 $15M 111k 135.34
Alphabet Cap Stk Cl C (GOOG) 0.6 $15M 167k 88.73
Amazon (AMZN) 0.6 $15M 175k 84.00
Walt Disney Company (DIS) 0.6 $15M 170k 86.88
Mondelez Intl Cl A (MDLZ) 0.6 $14M 209k 66.65
SYSCO Corporation (SYY) 0.6 $14M 182k 76.45
ConocoPhillips (COP) 0.6 $13M 112k 118.00
Honeywell International (HON) 0.6 $13M 61k 214.30
Automatic Data Processing (ADP) 0.6 $13M 54k 238.86
Spdr Gold Tr Gold Shs (GLD) 0.5 $13M 74k 169.64
Union Pacific Corporation (UNP) 0.5 $12M 60k 207.07
ConAgra Foods (CAG) 0.5 $12M 319k 38.70
Philip Morris International (PM) 0.5 $12M 119k 101.21
Home Depot (HD) 0.5 $12M 38k 315.86
Northrop Grumman Corporation (NOC) 0.5 $12M 21k 545.61
Johnson Ctls Intl SHS (JCI) 0.5 $12M 180k 64.00
Boeing Company (BA) 0.5 $11M 59k 190.49
Amgen (AMGN) 0.5 $11M 41k 262.64
CarMax (KMX) 0.5 $11M 178k 60.89
Caterpillar (CAT) 0.5 $11M 45k 239.56
Booking Holdings (BKNG) 0.5 $11M 5.2k 2015.28
Bank of New York Mellon Corporation (BK) 0.4 $9.9M 218k 45.52
International Flavors & Fragrances (IFF) 0.4 $9.7M 93k 104.84
Merck & Co (MRK) 0.4 $9.4M 85k 110.95
Novartis Sponsored Adr (NVS) 0.4 $9.2M 102k 90.72
Wal-Mart Stores (WMT) 0.4 $9.0M 63k 141.79
Vmware Cl A Com 0.4 $8.9M 72k 122.76
Walgreen Boots Alliance (WBA) 0.4 $8.9M 237k 37.36
BP Sponsored Adr (BP) 0.4 $8.5M 242k 34.93
3M Company (MMM) 0.4 $8.4M 70k 119.92
Illinois Tool Works (ITW) 0.4 $8.4M 38k 220.30
Jacobs Engineering Group (J) 0.4 $8.3M 69k 120.07
eBay (EBAY) 0.3 $7.9M 191k 41.47
Parker-Hannifin Corporation (PH) 0.3 $7.8M 27k 291.00
Carrier Global Corporation (CARR) 0.3 $7.7M 187k 41.25
General Mills (GIS) 0.3 $7.7M 92k 83.85
Meta Platforms Cl A (META) 0.3 $7.5M 63k 120.34
International Business Machines (IBM) 0.3 $7.5M 53k 140.89
At&t (T) 0.3 $7.5M 407k 18.41
Public Storage (PSA) 0.3 $7.5M 27k 280.19
Gilead Sciences (GILD) 0.3 $7.3M 85k 85.85
Texas Instruments Incorporated (TXN) 0.3 $7.3M 44k 165.22
Lockheed Martin Corporation (LMT) 0.3 $7.1M 15k 486.49
Energizer Holdings (ENR) 0.3 $7.0M 209k 33.55
Target Corporation (TGT) 0.3 $6.7M 45k 149.04
Verizon Communications (VZ) 0.3 $6.6M 167k 39.40
Tapestry (TPR) 0.3 $6.3M 165k 38.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $6.1M 82k 75.19
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $6.1M 64k 94.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $6.0M 16k 382.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $5.9M 17k 351.34
Occidental Petroleum Corporation (OXY) 0.3 $5.8M 92k 62.99
Edgewell Pers Care (EPC) 0.2 $5.7M 147k 38.54
Coca-Cola Company (KO) 0.2 $5.6M 89k 63.61
Altria (MO) 0.2 $5.4M 119k 45.71
Goldman Sachs (GS) 0.2 $5.3M 15k 343.38
Akamai Technologies (AKAM) 0.2 $5.1M 60k 84.30
Entegris (ENTG) 0.2 $4.8M 74k 65.59
Cummins (CMI) 0.2 $4.7M 19k 242.29
Nextera Energy (NEE) 0.2 $4.7M 56k 83.60
Select Sector Spdr Tr Technology (XLK) 0.2 $4.6M 37k 124.44
General Electric Com New (GE) 0.2 $4.6M 55k 83.79
Warner Bros Discovery Com Ser A (WBD) 0.2 $4.3M 453k 9.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.2M 9.00 468711.00
Otis Worldwide Corp (OTIS) 0.2 $3.9M 50k 78.31
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $3.8M 124k 31.00
Kyndryl Hldgs Common Stock (KD) 0.2 $3.8M 339k 11.12
Nucor Corporation (NUE) 0.1 $3.4M 26k 131.81
Post Holdings Inc Common (POST) 0.1 $2.9M 32k 90.26
Deere & Company (DE) 0.1 $2.8M 6.5k 428.76
Expeditors International of Washington (EXPD) 0.1 $2.7M 26k 103.92
Dxc Technology (DXC) 0.1 $2.7M 102k 26.50
Vodafone Group Sponsored Adr (VOD) 0.1 $2.7M 263k 10.12
Becton, Dickinson and (BDX) 0.1 $2.6M 10k 254.30
TJX Companies (TJX) 0.1 $2.6M 32k 79.60
Trane Technologies SHS (TT) 0.1 $2.5M 15k 168.09
NewMarket Corporation (NEU) 0.1 $2.5M 8.0k 311.11
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.4M 6.1k 384.22
Oneok (OKE) 0.1 $2.3M 35k 65.70
Allegion Ord Shs (ALLE) 0.1 $2.1M 20k 105.26
Essex Property Trust (ESS) 0.1 $2.0M 9.5k 211.92
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.0M 49k 40.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.0M 10k 191.19
Global X Fds S&p 500 Catholic (CATH) 0.1 $1.9M 42k 46.52
Consolidated Edison (ED) 0.1 $1.9M 20k 95.31
Simpson Manufacturing (SSD) 0.1 $1.9M 22k 88.66
Clorox Company (CLX) 0.1 $1.9M 14k 140.33
Eli Lilly & Co. (LLY) 0.1 $1.9M 5.1k 365.84
Phillips 66 (PSX) 0.1 $1.9M 18k 104.08
Norfolk Southern (NSC) 0.1 $1.8M 7.4k 246.42
Charles Schwab Corporation (SCHW) 0.1 $1.7M 21k 83.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.7M 7.0k 241.89
Casey's General Stores (CASY) 0.1 $1.7M 7.5k 224.35
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.6M 17k 98.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M 43k 37.90
Marsh & McLennan Companies (MMC) 0.1 $1.6M 9.7k 165.48
Bank of America Corporation (BAC) 0.1 $1.6M 47k 33.12
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.5M 20k 74.49
Ecolab (ECL) 0.1 $1.4M 9.8k 145.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.4M 33k 41.97
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $1.4M 28k 50.21
Eaton Corp SHS (ETN) 0.1 $1.4M 8.7k 156.95
Dow (DOW) 0.1 $1.3M 26k 50.39
Apa Corporation (APA) 0.1 $1.3M 28k 46.68
Sempra Energy (SRE) 0.1 $1.3M 8.1k 154.54
Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.3M 89k 14.10
Realty Income (O) 0.1 $1.2M 19k 63.43
Southern Company (SO) 0.1 $1.2M 17k 71.41
CSX Corporation (CSX) 0.1 $1.2M 39k 30.98
Nordstrom (JWN) 0.1 $1.2M 74k 16.14
Bellring Brands Common Stock (BRBR) 0.0 $1.1M 44k 25.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.1M 13k 82.48
Ishares Tr Core High Dv Etf (HDV) 0.0 $1.1M 11k 104.24
Kimberly-Clark Corporation (KMB) 0.0 $1.1M 8.1k 135.75
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.1M 3.4k 319.41
NVIDIA Corporation (NVDA) 0.0 $1.1M 7.3k 146.14
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.0M 5.6k 183.54
Kraft Heinz (KHC) 0.0 $1.0M 25k 40.71
Visa Com Cl A (V) 0.0 $979k 4.7k 207.76
Nabors Industries SHS (NBR) 0.0 $929k 6.0k 154.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $925k 2.1k 442.79
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $907k 22k 41.23
Mastercard Incorporated Cl A (MA) 0.0 $885k 2.5k 347.79
Franklin Resources (BEN) 0.0 $882k 33k 26.38
Shell Spon Ads (SHEL) 0.0 $872k 15k 56.95
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $861k 30k 28.66
Paychex (PAYX) 0.0 $855k 7.4k 115.56
Western Asset Income Fund (PAI) 0.0 $818k 71k 11.58
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $798k 2.9k 280.00
Mccormick & Co Com Non Vtg (MKC) 0.0 $763k 9.2k 82.89
W.W. Grainger (GWW) 0.0 $758k 1.4k 556.25
Lam Research Corporation (LRCX) 0.0 $712k 1.7k 420.30
Stericycle (SRCL) 0.0 $705k 14k 49.89
Genuine Parts Company (GPC) 0.0 $694k 4.0k 173.51
NetApp (NTAP) 0.0 $690k 12k 60.06
Ingersoll Rand (IR) 0.0 $685k 13k 52.25
Kellogg Company (K) 0.0 $680k 9.6k 71.24
Wec Energy Group (WEC) 0.0 $670k 7.1k 93.76
Zimmer Holdings (ZBH) 0.0 $658k 5.2k 127.51
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $652k 7.7k 84.80
Duke Energy Corp Com New (DUK) 0.0 $647k 6.3k 102.99
Arthur J. Gallagher & Co. (AJG) 0.0 $642k 3.4k 188.54
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $637k 8.2k 77.51
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $629k 4.6k 135.85
Enterprise Products Partners (EPD) 0.0 $625k 26k 24.12
Gap (GAP) 0.0 $619k 55k 11.28
Comcast Corp Cl A (CMCSA) 0.0 $615k 18k 34.97
Medtronic SHS (MDT) 0.0 $614k 7.9k 77.72
Rockwell Automation (ROK) 0.0 $590k 2.3k 257.57
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $567k 14k 41.61
Ishares Tr Rus 1000 Etf (IWB) 0.0 $558k 2.6k 210.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $556k 2.1k 266.34
Baxter International (BAX) 0.0 $548k 11k 50.97
PPG Industries (PPG) 0.0 $548k 4.4k 125.74
Southwest Airlines (LUV) 0.0 $547k 16k 33.67
Ishares Tr Us Home Cons Etf (ITB) 0.0 $545k 9.0k 60.60
Tesla Motors (TSLA) 0.0 $534k 4.3k 123.18
CVS Caremark Corporation (CVS) 0.0 $530k 5.7k 93.19
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $521k 22k 24.28
Campbell Soup Company (CPB) 0.0 $511k 9.0k 56.75
Allstate Corporation (ALL) 0.0 $498k 3.7k 135.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $488k 3.5k 141.26
Advanced Micro Devices (AMD) 0.0 $479k 7.4k 64.77
S&p Global (SPGI) 0.0 $474k 1.4k 334.94
Viatris (VTRS) 0.0 $474k 43k 11.13
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $464k 4.6k 100.80
Ishares Tr Select Divid Etf (DVY) 0.0 $458k 3.8k 120.61
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $452k 6.4k 70.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $452k 6.0k 75.28
Us Bancorp Del Com New (USB) 0.0 $442k 10k 43.61
Reliance Steel & Aluminum (RS) 0.0 $416k 2.1k 202.44
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $408k 4.6k 88.09
Unilever Spon Adr New (UL) 0.0 $405k 8.0k 50.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $402k 7.2k 55.56
Ishares Tr Russell 2000 Etf (IWM) 0.0 $401k 2.3k 174.36
Thermo Fisher Scientific (TMO) 0.0 $401k 727.00 550.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $400k 10k 38.98
Equity Residential Sh Ben Int (EQR) 0.0 $396k 6.7k 59.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $392k 7.8k 50.14
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $391k 5.2k 74.49
United Rentals (URI) 0.0 $384k 1.1k 355.42
Adobe Systems Incorporated (ADBE) 0.0 $382k 1.1k 336.53
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $380k 6.8k 56.11
Edison International (EIX) 0.0 $378k 5.9k 63.62
Electronic Arts (EA) 0.0 $378k 3.1k 122.18
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $373k 1.1k 331.33
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $372k 2.5k 151.85
Eversource Energy (ES) 0.0 $368k 4.4k 83.84
Icon SHS (ICLR) 0.0 $363k 1.9k 194.25
Linde SHS 0.0 $359k 1.1k 326.18
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $355k 11k 31.46
Cigna Corp (CI) 0.0 $344k 1.0k 331.34
Blackstone Group Inc Com Cl A (BX) 0.0 $334k 4.5k 74.19
American Electric Power Company (AEP) 0.0 $328k 3.4k 94.95
Minerals Technologies (MTX) 0.0 $326k 5.4k 60.72
T. Rowe Price (TROW) 0.0 $325k 3.0k 109.06
Enbridge (ENB) 0.0 $325k 8.3k 39.10
Intuitive Surgical Com New (ISRG) 0.0 $324k 1.2k 265.35
Dominion Resources (D) 0.0 $323k 5.3k 61.32
Cme (CME) 0.0 $315k 1.9k 168.16
Ansys (ANSS) 0.0 $309k 1.3k 241.59
Ishares Gold Tr Ishares New (IAU) 0.0 $309k 8.9k 34.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $305k 14k 21.60
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $305k 2.4k 125.11
DTE Energy Company (DTE) 0.0 $295k 2.5k 117.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $291k 2.7k 108.21
Rio Tinto Sponsored Adr (RIO) 0.0 $290k 4.1k 71.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $289k 1.4k 214.24
Cintas Corporation (CTAS) 0.0 $288k 637.00 451.62
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $286k 8.5k 33.48
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $284k 1.0k 283.71
Ishares Silver Tr Ishares (SLV) 0.0 $278k 13k 22.02
Danaher Corporation (DHR) 0.0 $272k 1.0k 265.49
Monster Beverage Corp (MNST) 0.0 $267k 2.6k 101.53
Marriott Intl Cl A (MAR) 0.0 $267k 1.8k 148.89
Waste Management (WM) 0.0 $263k 1.7k 156.88
Select Sector Spdr Tr Energy (XLE) 0.0 $262k 3.0k 87.46
Netflix (NFLX) 0.0 $261k 885.00 294.88
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $261k 22k 11.76
Manulife Finl Corp (MFC) 0.0 $259k 15k 17.84
Crown Castle Intl (CCI) 0.0 $257k 1.9k 135.64
Life Storage Inc reit 0.0 $256k 2.6k 98.50
Exelon Corporation (EXC) 0.0 $256k 5.9k 43.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $255k 1.7k 151.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $255k 5.1k 49.82
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $254k 30k 8.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $249k 3.3k 75.54
America Movil Sab De Cv Spon Adr L Shs 0.0 $248k 14k 18.20
Spdr Ser Tr S&p 600 Sml Cap 0.0 $247k 3.0k 82.21
Ameren Corporation (AEE) 0.0 $246k 2.8k 88.92
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $242k 5.2k 46.98
Lamb Weston Hldgs (LW) 0.0 $236k 2.6k 89.36
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $235k 1.2k 203.86
Paccar (PCAR) 0.0 $235k 2.4k 98.97
Diageo Spon Adr New (DEO) 0.0 $229k 1.3k 178.19
Ishares Tr Us Consum Discre (IYC) 0.0 $228k 4.0k 56.96
Yum! Brands (YUM) 0.0 $225k 1.8k 128.07
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $225k 4.7k 48.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $222k 2.1k 105.43
Ishares Tr Msci Eafe Etf (EFA) 0.0 $222k 3.4k 65.64
Corning Incorporated (GLW) 0.0 $219k 6.9k 31.94
Stanley Black & Decker (SWK) 0.0 $214k 2.9k 75.12
PNC Financial Services (PNC) 0.0 $209k 1.3k 157.94
Chubb (CB) 0.0 $209k 947.00 220.60
FirstEnergy (FE) 0.0 $206k 4.9k 41.94
MetLife (MET) 0.0 $205k 2.8k 72.37
Globe Life (GL) 0.0 $205k 1.7k 120.55
Moody's Corporation (MCO) 0.0 $204k 733.00 278.62
Fox Corp Cl A Com (FOXA) 0.0 $202k 6.7k 30.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $202k 3.1k 65.60
Tredegar Corporation (TG) 0.0 $164k 16k 10.22
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $159k 13k 11.87
Nuveen Quality Pref. Inc. Fund II 0.0 $130k 19k 6.80