Broadcom Stock
(AVGO)
|
4.9 |
$8.1M |
|
14k |
559.12 |
Merck & Co Stock
(MRK)
|
4.0 |
$6.6M |
|
60k |
110.95 |
Cisco Sys Stock
(CSCO)
|
4.0 |
$6.6M |
|
139k |
47.64 |
Pepsico Stock
(PEP)
|
4.0 |
$6.5M |
|
36k |
180.66 |
Jpmorgan Chase & Co Stock
(JPM)
|
3.9 |
$6.5M |
|
49k |
134.10 |
Pfizer Stock
(PFE)
|
3.9 |
$6.4M |
|
126k |
51.24 |
Enbridge Stock
(ENB)
|
3.7 |
$6.1M |
|
156k |
39.10 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
3.7 |
$6.1M |
|
16k |
384.21 |
Procter And Gamble Stock
(PG)
|
3.6 |
$5.9M |
|
39k |
151.56 |
Microsoft Corp Stock
(MSFT)
|
3.5 |
$5.9M |
|
24k |
239.82 |
Abbvie Stock
(ABBV)
|
3.5 |
$5.7M |
|
36k |
161.61 |
Johnson & Johnson Stock
(JNJ)
|
3.2 |
$5.2M |
|
30k |
176.65 |
Home Depot Stock
(HD)
|
3.0 |
$5.0M |
|
16k |
315.87 |
Lockheed Martin Corp Stock
(LMT)
|
3.0 |
$5.0M |
|
10k |
486.50 |
Ishares Core U.s. Aggregate Bond Etf Etf
(AGG)
|
2.8 |
$4.6M |
|
48k |
96.99 |
Exxon Mobil Corp Stock
(XOM)
|
2.8 |
$4.5M |
|
41k |
110.30 |
Evergy Stock
(EVRG)
|
2.4 |
$3.9M |
|
62k |
62.93 |
Walmart Stock
(WMT)
|
2.3 |
$3.8M |
|
27k |
141.79 |
Analog Devices Stock
(ADI)
|
2.3 |
$3.8M |
|
23k |
164.03 |
Rio Tinto Adr
(RIO)
|
2.3 |
$3.8M |
|
53k |
71.20 |
United Parcel Service Inc Cl B Stock
(UPS)
|
2.2 |
$3.7M |
|
21k |
173.84 |
Ishares Esg Aware Msci Usa Etf Etf
(ESGU)
|
2.1 |
$3.4M |
|
41k |
84.75 |
Realty Income Corp Reit
(O)
|
2.1 |
$3.4M |
|
54k |
63.43 |
Royal Bk Cda Sustainabl Stock
(RY)
|
2.0 |
$3.4M |
|
36k |
94.02 |
Waste Mgmt Inc Del Stock
(WM)
|
2.0 |
$3.3M |
|
21k |
156.88 |
Caterpillar Stock
(CAT)
|
1.6 |
$2.6M |
|
11k |
239.55 |
Schwab Us Dividend Equity Etf Etf
(SCHD)
|
1.6 |
$2.6M |
|
34k |
75.54 |
Verizon Communications Stock
(VZ)
|
1.5 |
$2.4M |
|
62k |
39.40 |
Metlife Stock
(MET)
|
1.5 |
$2.4M |
|
34k |
72.37 |
Blackrock Stock
(BLK)
|
1.3 |
$2.1M |
|
2.9k |
708.55 |
Comcast Corp New Cl A Stock
(CMCSA)
|
1.1 |
$1.8M |
|
52k |
34.97 |
Ishares Msci Eafe Value Etf Etf
(EFV)
|
1.0 |
$1.7M |
|
37k |
45.88 |
Nike Inc Cl B Stock
(NKE)
|
1.0 |
$1.7M |
|
15k |
117.01 |
Lyondellbasell Industries N V Shs - A - Stock
(LYB)
|
1.0 |
$1.7M |
|
20k |
83.03 |
Ishares Msci Eafe Growth Etf Etf
(EFG)
|
0.7 |
$1.2M |
|
15k |
83.76 |
Regions Financial Corp Stock
(RF)
|
0.7 |
$1.2M |
|
57k |
21.56 |
M & T Bk Corp Stock
(MTB)
|
0.7 |
$1.2M |
|
8.2k |
145.06 |
Allstate Corp Stock
(ALL)
|
0.7 |
$1.2M |
|
8.6k |
135.60 |
Pgim Ultra Short Bond Etf Etf
(PULS)
|
0.6 |
$1.0M |
|
21k |
49.10 |
Apple Stock
(AAPL)
|
0.6 |
$992k |
|
7.6k |
129.93 |
Ishares Msci Emerging Markets Min Vol Factor Etf Etf
(EEMV)
|
0.6 |
$964k |
|
18k |
53.05 |
Ishares U.s. Telecommunications Etf Etf
(IYZ)
|
0.6 |
$934k |
|
42k |
22.43 |
Spdr S&p 500 Etf Trust Etf
(SPY)
|
0.5 |
$785k |
|
2.1k |
382.43 |
Vanguard Communication Services Etf Etf
(VOX)
|
0.4 |
$649k |
|
7.9k |
82.25 |
Vanguard High Dividend Yield Index Etf Etf
(VYM)
|
0.4 |
$598k |
|
5.5k |
108.21 |
Dominion Energy Stock
(D)
|
0.3 |
$547k |
|
8.9k |
61.32 |
Vanguard Dividend Appreciation Etf Etf
(VIG)
|
0.3 |
$514k |
|
3.4k |
151.83 |
Vaneck Retail Etf Etf
(RTH)
|
0.3 |
$504k |
|
3.2k |
158.47 |
Invesco S&p 500 Equal Weight Materials Etf Etf
(RSPM)
|
0.3 |
$503k |
|
3.2k |
158.66 |
Amerisourcebergen Corp Stock
(COR)
|
0.3 |
$495k |
|
3.0k |
165.71 |
Ishares Us Financial Services Etf Etf
(IYG)
|
0.3 |
$492k |
|
3.1k |
157.52 |
Ishares U.s. Technology Etf Etf
(IYW)
|
0.3 |
$470k |
|
6.3k |
74.49 |
Ishares Msci Usa Min Vol Factor Etf Etf
(USMV)
|
0.3 |
$455k |
|
6.3k |
72.10 |
Ishares Core Dividend Growth Etf Etf
(DGRO)
|
0.3 |
$439k |
|
8.8k |
50.00 |
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
0.3 |
$431k |
|
2.0k |
214.24 |
Ark Innovation Etf Etf
(ARKK)
|
0.3 |
$427k |
|
14k |
31.24 |
Ishares Core S&p Small Cap Etf Etf
(IJR)
|
0.2 |
$385k |
|
4.1k |
94.63 |
Ishares Msci Usa Momentum Factor Etf Etf
(MTUM)
|
0.2 |
$354k |
|
2.4k |
145.93 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
0.2 |
$330k |
|
1.1k |
308.90 |
Amazon Stock
(AMZN)
|
0.2 |
$304k |
|
3.6k |
84.00 |
Ishares U.s. Infrastructure Etf Etf
(IFRA)
|
0.1 |
$245k |
|
6.7k |
36.26 |
Costco Whsl Corp Stock
(COST)
|
0.1 |
$244k |
|
534.00 |
456.50 |
Ishares Core S&p Mid-cap Etf Etf
(IJH)
|
0.1 |
$230k |
|
951.00 |
241.89 |
Elevance Health Stock
(ELV)
|
0.1 |
$217k |
|
422.00 |
512.97 |
Ishares U.s. Treasury Bond Etf Etf
(GOVT)
|
0.1 |
$209k |
|
9.2k |
22.72 |
Prospect Cap Corp 6.375 03/01/2025 Convertible
|
0.0 |
$30k |
|
30k |
0.99 |
Blackstone Mortgage Trust Inc 4.75 03/15/2023 Convertible
|
0.0 |
$20k |
|
20k |
0.98 |