Clifford Swan Investment Counsel

Clifford Swan Investment Counsel as of June 30, 2025

Portfolio Holdings for Clifford Swan Investment Counsel

Clifford Swan Investment Counsel holds 313 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.4 $153M 307k 497.47
Apple (AAPL) 4.9 $140M 682k 204.96
Costco Wholesale Corporation (COST) 3.6 $103M 104k 989.94
United Parcel Service CL B (UPS) 3.4 $96M 954k 100.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $83M 171k 485.77
Alphabet Cap Stk Cl A (GOOGL) 2.7 $76M 431k 176.23
Arista Networks Com Shs (ANET) 2.1 $59M 576k 102.31
Oracle Corporation (ORCL) 2.1 $58M 267k 218.63
JPMorgan Chase & Co. (JPM) 1.9 $54M 188k 289.91
Accenture Plc Ireland Shs Class A (ACN) 1.8 $52M 175k 298.85
Chevron Corporation (CVX) 1.6 $46M 320k 143.20
Lowe's Companies (LOW) 1.6 $45M 204k 221.74
Amazon (AMZN) 1.4 $40M 182k 219.39
Corteva (CTVA) 1.4 $38M 515k 74.53
American Express Company (AXP) 1.4 $38M 120k 318.98
Wells Fargo & Company (WFC) 1.3 $38M 471k 80.12
Fastenal Company (FAST) 1.3 $37M 871k 42.00
Tractor Supply Company (TSCO) 1.2 $35M 669k 52.77
Emerson Electric (EMR) 1.2 $35M 261k 133.33
Intuit (INTU) 1.2 $34M 44k 787.64
Allison Transmission Hldngs I (ALSN) 1.2 $34M 357k 94.99
Johnson & Johnson (JNJ) 1.2 $34M 221k 152.75
UnitedHealth (UNH) 1.2 $33M 107k 311.97
Exxon Mobil Corporation (XOM) 1.2 $33M 303k 107.83
Johnson Ctls Intl SHS (JCI) 1.1 $32M 305k 105.62
Stryker Corporation (SYK) 1.1 $32M 81k 395.63
Raytheon Technologies Corp (RTX) 1.1 $32M 219k 146.02
McKesson Corporation (MCK) 1.0 $29M 39k 732.78
Abbott Laboratories (ABT) 1.0 $29M 209k 136.01
Alphabet Cap Stk Cl C (GOOG) 1.0 $28M 160k 177.39
Abbvie (ABBV) 1.0 $28M 152k 185.62
Labcorp Holdings Com Shs (LH) 1.0 $27M 104k 262.51
Qualcomm (QCOM) 0.9 $27M 167k 159.26
Cisco Systems (CSCO) 0.9 $26M 375k 69.38
Booking Holdings (BKNG) 0.9 $26M 4.5k 5789.23
Procter & Gamble Company (PG) 0.8 $24M 150k 159.32
McDonald's Corporation (MCD) 0.8 $24M 81k 292.17
Spdr Gold Tr Gold Shs (GLD) 0.8 $23M 77k 304.83
Meta Platforms Cl A (META) 0.8 $23M 31k 738.10
Pepsi (PEP) 0.7 $21M 156k 132.04
SYSCO Corporation (SYY) 0.7 $20M 268k 75.74
Mondelez Intl Cl A (MDLZ) 0.7 $20M 299k 67.44
Edwards Lifesciences (EW) 0.7 $20M 253k 78.21
Novo-nordisk A S Adr (NVO) 0.7 $19M 274k 69.02
Parker-Hannifin Corporation (PH) 0.7 $19M 27k 698.47
Philip Morris International (PM) 0.7 $19M 102k 182.13
Schlumberger Com Stk (SLB) 0.6 $18M 544k 33.80
Hp (HPQ) 0.6 $18M 743k 24.46
Walt Disney Company (DIS) 0.6 $17M 139k 124.01
Agilent Technologies Inc C ommon (A) 0.6 $17M 144k 118.01
Bristol Myers Squibb (BMY) 0.6 $16M 348k 46.29
Starbucks Corporation (SBUX) 0.6 $16M 174k 91.63
Ferguson Enterprises Common Stock New (FERG) 0.6 $16M 73k 217.75
Wal-Mart Stores (WMT) 0.5 $15M 155k 97.78
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $15M 306k 49.26
Union Pacific Corporation (UNP) 0.5 $15M 65k 230.08
Dupont De Nemours (DD) 0.5 $15M 218k 68.59
CarMax (KMX) 0.5 $15M 219k 67.21
Entegris (ENTG) 0.5 $15M 180k 80.65
Caterpillar (CAT) 0.5 $15M 37k 388.21
Home Depot (HD) 0.5 $14M 39k 366.64
Automatic Data Processing (ADP) 0.5 $14M 47k 308.40
Paypal Holdings (PYPL) 0.5 $14M 188k 74.32
Pfizer (PFE) 0.5 $14M 569k 24.24
Nike CL B (NKE) 0.5 $14M 192k 71.04
Keysight Technologies (KEYS) 0.5 $14M 83k 163.86
International Flavors & Fragrances (IFF) 0.5 $14M 183k 73.55
Colgate-Palmolive Company (CL) 0.5 $13M 148k 90.90
eBay (EBAY) 0.5 $13M 178k 74.46
Intel Corporation (INTC) 0.5 $13M 578k 22.40
Honeywell International (HON) 0.5 $13M 55k 232.88
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $12M 17.00 728800.00
Hewlett Packard Enterprise (HPE) 0.4 $12M 604k 20.45
NVIDIA Corporation (NVDA) 0.4 $11M 68k 157.99
International Business Machines (IBM) 0.4 $11M 37k 294.78
Amgen (AMGN) 0.4 $11M 38k 279.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $10M 17k 617.85
Goldman Sachs (GS) 0.3 $9.8M 14k 707.75
Northrop Grumman Corporation (NOC) 0.3 $9.7M 19k 499.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $9.5M 17k 568.03
Boeing Company (BA) 0.3 $9.4M 45k 209.53
Novartis Sponsored Adr (NVS) 0.3 $9.2M 76k 121.01
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $9.2M 84k 109.29
Bank of New York Mellon Corporation (BK) 0.3 $9.2M 101k 91.11
Select Sector Spdr Tr Technology (XLK) 0.3 $8.4M 33k 253.23
ConocoPhillips (COP) 0.3 $8.4M 93k 89.74
Expeditors International of Washington (EXPD) 0.3 $8.1M 71k 114.25
Illinois Tool Works (ITW) 0.3 $8.0M 33k 247.25
Broadcom (AVGO) 0.3 $7.9M 29k 275.65
Public Storage (PSA) 0.3 $7.7M 26k 293.42
Albemarle Corporation (ALB) 0.3 $7.5M 120k 62.67
Verizon Communications (VZ) 0.3 $7.5M 172k 43.27
Texas Instruments Incorporated (TXN) 0.3 $7.3M 35k 207.62
Ge Aerospace Com New (GE) 0.3 $7.2M 28k 257.39
Jacobs Engineering Group (J) 0.3 $7.2M 55k 131.45
Allegion Ord Shs (ALLE) 0.2 $6.8M 47k 144.12
Coca-Cola Company (KO) 0.2 $6.8M 96k 70.75
Carrier Global Corporation (CARR) 0.2 $6.7M 92k 73.19
3M Company (MMM) 0.2 $6.5M 43k 152.24
Aon Shs Cl A (AON) 0.2 $6.4M 18k 356.76
Merck & Co (MRK) 0.2 $6.2M 79k 79.16
Cummins (CMI) 0.2 $6.1M 19k 327.50
Lockheed Martin Corporation (LMT) 0.2 $5.8M 13k 463.14
At&t (T) 0.2 $5.8M 200k 28.94
BP Sponsored Adr (BP) 0.2 $5.1M 170k 29.93
Akamai Technologies (AKAM) 0.2 $5.0M 63k 79.76
Trane Technologies SHS (TT) 0.2 $4.9M 11k 437.41
NewMarket Corporation (NEU) 0.2 $4.8M 7.0k 690.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $4.8M 60k 79.50
General Mills (GIS) 0.2 $4.7M 91k 51.81
Tapestry (TPR) 0.2 $4.4M 50k 87.81
Otis Worldwide Corp (OTIS) 0.2 $4.3M 44k 99.02
Altria (MO) 0.2 $4.3M 73k 58.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $4.1M 14k 303.93
Energizer Holdings (ENR) 0.1 $4.1M 203k 20.16
Target Corporation (TGT) 0.1 $4.1M 41k 98.65
Occidental Petroleum Corporation (OXY) 0.1 $4.0M 96k 42.01
Gilead Sciences (GILD) 0.1 $3.9M 35k 110.87
Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.8M 6.2k 620.90
ConAgra Foods (CAG) 0.1 $3.8M 185k 20.47
TJX Companies (TJX) 0.1 $3.8M 31k 123.49
Oneok (OKE) 0.1 $3.5M 44k 81.63
Ishares Tr U.s. Tech Etf (IYW) 0.1 $3.5M 20k 173.27
Post Holdings Inc Common (POST) 0.1 $3.4M 32k 109.03
Edgewell Pers Care (EPC) 0.1 $3.4M 146k 23.41
Casey's General Stores (CASY) 0.1 $3.4M 6.6k 510.27
Tesla Motors (TSLA) 0.1 $3.4M 11k 317.65
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $3.2M 123k 25.69
S&p Global (SPGI) 0.1 $3.1M 6.0k 527.29
Warner Bros Discovery Com Ser A (WBD) 0.1 $3.1M 270k 11.46
Deere & Company (DE) 0.1 $3.1M 6.0k 508.48
Ge Vernova (GEV) 0.1 $3.1M 5.8k 529.15
Global X Fds S&p 500 Catholic (CATH) 0.1 $3.1M 41k 75.45
Eaton Corp SHS (ETN) 0.1 $2.9M 8.1k 356.99
Eli Lilly & Co. (LLY) 0.1 $2.8M 3.6k 779.61
Nextera Energy (NEE) 0.1 $2.6M 38k 69.42
Nucor Corporation (NUE) 0.1 $2.6M 20k 129.54
Bank of America Corporation (BAC) 0.1 $2.4M 51k 47.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.3M 38k 62.02
Vanguard World Inf Tech Etf (VGT) 0.1 $2.2M 3.3k 663.28
Bellring Brands Common Stock (BRBR) 0.1 $2.2M 38k 57.93
Phillips 66 (PSX) 0.1 $2.1M 17k 119.30
Ecolab (ECL) 0.1 $2.1M 7.6k 269.44
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.0M 42k 48.24
Consolidated Edison (ED) 0.1 $2.0M 20k 100.35
Generac Holdings (GNRC) 0.1 $2.0M 14k 143.21
Essex Property Trust (ESS) 0.1 $2.0M 6.9k 283.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.0M 34k 57.01
Charles Schwab Corporation (SCHW) 0.1 $1.8M 19k 91.24
Kyndryl Hldgs Common Stock (KD) 0.1 $1.7M 40k 41.96
Visa Com Cl A (V) 0.1 $1.7M 4.7k 355.06
Norfolk Southern (NSC) 0.1 $1.7M 6.5k 255.97
Marsh & McLennan Companies (MMC) 0.1 $1.6M 7.5k 218.64
Lam Research Corp Com New (LRCX) 0.1 $1.6M 17k 97.34
Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.6M 63k 25.35
Dxc Technology (DXC) 0.1 $1.5M 101k 15.29
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $1.5M 25k 61.85
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.5M 14k 112.34
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.5M 29k 52.06
Clorox Company (CLX) 0.1 $1.4M 12k 120.07
Southern Company (SO) 0.0 $1.4M 15k 91.83
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.4M 5.8k 236.98
Mastercard Incorporated Cl A (MA) 0.0 $1.3M 2.4k 561.87
Corpay Com Shs (CPAY) 0.0 $1.3M 4.0k 331.82
Dow (DOW) 0.0 $1.3M 50k 26.48
W.W. Grainger (GWW) 0.0 $1.3M 1.3k 1040.24
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $1.3M 32k 40.11
CSX Corporation (CSX) 0.0 $1.2M 38k 32.63
Ishares Tr Core High Dv Etf (HDV) 0.0 $1.2M 11k 117.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $1.2M 5.1k 226.49
Becton, Dickinson and (BDX) 0.0 $1.1M 6.2k 172.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.1M 7.9k 135.04
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $1.1M 1.9k 566.48
Sempra Energy (SRE) 0.0 $1.0M 14k 75.77
Shell Spon Ads (SHEL) 0.0 $1.0M 14k 70.41
Paychex (PAYX) 0.0 $960k 6.6k 145.46
Kimberly-Clark Corporation (KMB) 0.0 $950k 7.4k 128.92
Arthur J. Gallagher & Co. (AJG) 0.0 $936k 2.9k 320.12
Netflix (NFLX) 0.0 $921k 688.00 1339.13
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $914k 14k 67.02
Advanced Micro Devices (AMD) 0.0 $911k 6.4k 141.90
Ingersoll Rand (IR) 0.0 $896k 11k 83.18
CVB Financial (CVBF) 0.0 $877k 44k 19.79
Ishares Tr Rus 1000 Etf (IWB) 0.0 $871k 2.6k 339.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $864k 1.6k 551.49
Walgreen Boots Alliance 0.0 $839k 73k 11.48
Realty Income (O) 0.0 $822k 14k 57.61
Wec Energy Group (WEC) 0.0 $787k 7.6k 104.20
Ishares Tr Us Home Cons Etf (ITB) 0.0 $785k 8.4k 93.17
Blackstone Group Inc Com Cl A (BX) 0.0 $749k 5.0k 149.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $738k 25k 29.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $722k 4.0k 181.73
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $713k 20k 35.84
Comcast Corp Cl A (CMCSA) 0.0 $697k 20k 35.69
Mccormick & Co Com Non Vtg (MKC) 0.0 $682k 9.0k 75.82
Amentum Holdings (AMTM) 0.0 $675k 29k 23.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $673k 7.6k 89.06
Ishares Tr Msci Eafe Etf (EFA) 0.0 $671k 7.5k 89.39
United Rentals (URI) 0.0 $664k 881.00 753.40
Duke Energy Corp Com New (DUK) 0.0 $650k 5.5k 118.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $646k 11k 58.78
Allstate Corporation (ALL) 0.0 $634k 3.1k 201.31
Reliance Steel & Aluminum (RS) 0.0 $628k 2.0k 313.90
Intuitive Surgical Com New (ISRG) 0.0 $619k 1.1k 543.41
Ishares Gold Tr Ishares New (IAU) 0.0 $609k 9.8k 62.36
Ishares Silver Tr Ishares (SLV) 0.0 $564k 17k 32.81
Kellogg Company (K) 0.0 $553k 7.0k 79.53
NetApp (NTAP) 0.0 $551k 5.2k 106.55
Enterprise Products Partners (EPD) 0.0 $546k 18k 31.01
Kraft Heinz (KHC) 0.0 $545k 21k 25.82
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.0 $544k 11k 47.97
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $539k 4.4k 123.58
Manulife Finl Corp (MFC) 0.0 $524k 16k 31.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $523k 7.8k 67.22
Southwest Airlines (LUV) 0.0 $518k 16k 32.44
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $516k 9.3k 55.74
Electronic Arts (EA) 0.0 $516k 3.2k 159.70
Constellation Energy (CEG) 0.0 $515k 1.6k 322.81
Capital One Financial (COF) 0.0 $514k 2.4k 212.76
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $514k 8.4k 61.21
Genuine Parts Company (GPC) 0.0 $485k 4.0k 121.31
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $483k 4.3k 113.41
Cintas Corporation (CTAS) 0.0 $474k 2.1k 222.87
Linde SHS (LIN) 0.0 $474k 1.0k 469.18
Unilever Spon Adr New (UL) 0.0 $468k 7.6k 61.17
Marriott Intl Cl A (MAR) 0.0 $465k 1.7k 273.21
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $455k 2.2k 204.67
Moody's Corporation (MCO) 0.0 $453k 904.00 501.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $450k 9.1k 49.46
Ishares Tr Russell 2000 Etf (IWM) 0.0 $443k 2.1k 215.79
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $442k 1.0k 440.73
Cme (CME) 0.0 $437k 1.6k 275.62
Western Asset Income Fund (PAI) 0.0 $436k 34k 12.98
Ansys (ANSS) 0.0 $429k 1.2k 351.22
Vodafone Group Sponsored Adr (VOD) 0.0 $424k 40k 10.66
Rockwell Automation (ROK) 0.0 $414k 1.2k 332.17
Trimble Navigation (TRMB) 0.0 $411k 5.4k 75.98
Zimmer Holdings (ZBH) 0.0 $402k 4.4k 91.21
Us Bancorp Del Com New (USB) 0.0 $401k 8.9k 45.25
Ishares Tr Us Consum Discre (IYC) 0.0 $399k 4.0k 99.64
Doubleline Etf Trust Opportunistic Co (DBND) 0.0 $398k 8.6k 46.24
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $397k 14k 29.37
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $385k 3.8k 100.53
Welltower Inc Com reit (WELL) 0.0 $370k 2.4k 153.73
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $369k 4.5k 81.66
Adobe Systems Incorporated (ADBE) 0.0 $366k 946.00 386.88
Ishares Tr National Mun Etf (MUB) 0.0 $364k 3.5k 104.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $361k 8.5k 42.28
Equity Residential Sh Ben Int (EQR) 0.0 $360k 5.3k 67.49
PPG Industries (PPG) 0.0 $354k 3.1k 113.75
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $339k 1.2k 279.78
Enbridge (ENB) 0.0 $330k 7.3k 45.32
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $321k 3.5k 91.73
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $319k 5.6k 56.48
Paccar (PCAR) 0.0 $318k 3.3k 95.06
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $318k 5.8k 55.28
Monster Beverage Corp (MNST) 0.0 $314k 5.0k 62.64
Republic Services (RSG) 0.0 $310k 1.3k 246.61
Ishares Tr Select Divid Etf (DVY) 0.0 $310k 2.3k 132.83
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $308k 4.2k 74.07
MetLife (MET) 0.0 $306k 3.8k 80.42
American Electric Power Company (AEP) 0.0 $301k 2.9k 103.76
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $299k 7.0k 42.60
Extra Space Storage (EXR) 0.0 $299k 2.0k 147.44
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $293k 16k 18.32
Waste Management (WM) 0.0 $291k 1.3k 228.82
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $290k 2.1k 135.73
Motorola Solutions Com New (MSI) 0.0 $288k 685.00 420.46
T. Rowe Price (TROW) 0.0 $287k 3.0k 96.50
Edison International (EIX) 0.0 $286k 5.5k 51.60
Apa Corporation (APA) 0.0 $283k 15k 18.29
salesforce (CRM) 0.0 $280k 1.0k 272.69
Ameriprise Financial (AMP) 0.0 $277k 519.00 533.73
Ametek (AME) 0.0 $272k 1.5k 180.96
Eversource Energy (ES) 0.0 $271k 4.3k 63.62
Uber Technologies (UBER) 0.0 $268k 2.9k 93.29
Kroger (KR) 0.0 $266k 3.7k 71.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $265k 9.5k 28.05
Ameren Corporation (AEE) 0.0 $264k 2.8k 96.04
Williams Companies (WMB) 0.0 $262k 4.2k 62.81
Solventum Corp Com Shs (SOLV) 0.0 $261k 3.4k 75.84
Crowdstrike Hldgs Cl A (CRWD) 0.0 $261k 512.00 509.31
AeroVironment (AVAV) 0.0 $259k 910.00 284.95
L3harris Technologies (LHX) 0.0 $257k 1.0k 250.78
Campbell Soup Company (CPB) 0.0 $257k 8.4k 30.65
FedEx Corporation (FDX) 0.0 $254k 1.1k 227.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $249k 1.9k 133.31
Medtronic SHS (MDT) 0.0 $247k 2.8k 87.17
FirstEnergy (FE) 0.0 $243k 6.0k 40.26
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $241k 13k 18.13
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $240k 10k 23.34
CVS Caremark Corporation (CVS) 0.0 $239k 3.5k 68.98
Minerals Technologies (MTX) 0.0 $237k 4.3k 55.07
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $230k 579.00 396.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $227k 4.2k 53.96
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $226k 11k 20.71
DTE Energy Company (DTE) 0.0 $225k 1.7k 132.46
Yum! Brands (YUM) 0.0 $224k 1.5k 148.16
Ishares Tr Global Tech Etf (IXN) 0.0 $224k 2.4k 92.34
PNC Financial Services (PNC) 0.0 $222k 1.2k 186.42
Ishares Tr Core Msci Eafe (IEFA) 0.0 $220k 2.6k 83.48
Cigna Corp (CI) 0.0 $214k 648.00 330.58
Select Sector Spdr Tr Energy (XLE) 0.0 $214k 2.5k 84.80
Toll Brothers (TOL) 0.0 $210k 1.8k 114.13
Valero Energy Corporation (VLO) 0.0 $207k 1.5k 134.42
Thermo Fisher Scientific (TMO) 0.0 $206k 509.00 405.46
Cardinal Health (CAH) 0.0 $206k 1.2k 168.00
Exelon Corporation (EXC) 0.0 $206k 4.7k 43.42
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $172k 21k 8.02
Ford Motor Company (F) 0.0 $153k 14k 10.85
Tredegar Corporation (TG) 0.0 $141k 16k 8.80
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $139k 15k 9.25
Branchout Food (BOF) 0.0 $73k 30k 2.43