Conning as of Dec. 31, 2024
Portfolio Holdings for Conning
Conning holds 344 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $87M | 149k | 586.08 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $61M | 104k | 588.68 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $45M | 394k | 115.22 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $41M | 172k | 239.71 | |
| Abbvie (ABBV) | 1.4 | $39M | 221k | 177.70 | |
| Cisco Systems (CSCO) | 1.4 | $39M | 652k | 59.20 | |
| Gilead Sciences (GILD) | 1.3 | $38M | 415k | 92.37 | |
| Coca-Cola Company (KO) | 1.3 | $38M | 612k | 62.26 | |
| Procter & Gamble Company (PG) | 1.3 | $38M | 225k | 167.65 | |
| Blackrock (BLK) | 1.3 | $38M | 37k | 1025.11 | |
| McDonald's Corporation (MCD) | 1.3 | $37M | 129k | 289.89 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $37M | 320k | 115.72 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $37M | 343k | 107.57 | |
| Automatic Data Processing (ADP) | 1.3 | $37M | 126k | 292.73 | |
| Bristol Myers Squibb (BMY) | 1.3 | $37M | 650k | 56.56 | |
| Union Pacific Corporation (UNP) | 1.3 | $37M | 161k | 228.04 | |
| Abbott Laboratories (ABT) | 1.3 | $37M | 324k | 113.11 | |
| Morgan Stanley Com New (MS) | 1.3 | $37M | 290k | 125.72 | |
| Paychex (PAYX) | 1.3 | $37M | 260k | 140.22 | |
| Analog Devices (ADI) | 1.3 | $37M | 172k | 212.46 | |
| Home Depot (HD) | 1.3 | $37M | 94k | 388.99 | |
| Texas Instruments Incorporated (TXN) | 1.3 | $36M | 194k | 187.51 | |
| AFLAC Incorporated (AFL) | 1.3 | $36M | 351k | 103.44 | |
| Pepsi (PEP) | 1.3 | $36M | 238k | 152.06 | |
| Qualcomm (QCOM) | 1.3 | $36M | 235k | 153.62 | |
| ConocoPhillips (COP) | 1.3 | $36M | 363k | 99.17 | |
| Bank of New York Mellon Corporation (BK) | 1.3 | $36M | 468k | 76.83 | |
| Cme (CME) | 1.3 | $36M | 155k | 232.23 | |
| Caterpillar (CAT) | 1.2 | $36M | 98k | 362.76 | |
| Colgate-Palmolive Company (CL) | 1.2 | $36M | 391k | 90.91 | |
| Ishares Tr Mbs Etf (MBB) | 1.2 | $36M | 388k | 91.68 | |
| Kimberly-Clark Corporation (KMB) | 1.2 | $36M | 271k | 131.04 | |
| Mondelez Intl Cl A (MDLZ) | 1.2 | $36M | 594k | 59.73 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $35M | 72k | 485.94 | |
| Ameriprise Financial (AMP) | 1.2 | $35M | 66k | 532.43 | |
| PNC Financial Services (PNC) | 1.2 | $35M | 182k | 192.85 | |
| General Dynamics Corporation (GD) | 1.2 | $35M | 133k | 263.49 | |
| Corning Incorporated (GLW) | 1.2 | $35M | 736k | 47.52 | |
| EOG Resources (EOG) | 1.2 | $35M | 285k | 122.58 | |
| Cummins (CMI) | 1.2 | $35M | 100k | 348.60 | |
| Travelers Companies (TRV) | 1.2 | $35M | 144k | 240.89 | |
| Illinois Tool Works (ITW) | 1.2 | $35M | 136k | 253.56 | |
| Best Buy (BBY) | 1.2 | $35M | 403k | 85.80 | |
| UnitedHealth (UNH) | 1.2 | $34M | 68k | 505.86 | |
| Chevron Corporation (CVX) | 1.2 | $34M | 237k | 144.84 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $34M | 906k | 37.53 | |
| Dow (DOW) | 1.2 | $34M | 845k | 40.13 | |
| Starbucks Corporation (SBUX) | 1.2 | $34M | 371k | 91.25 | |
| Genuine Parts Company (GPC) | 1.2 | $34M | 288k | 116.76 | |
| Johnson & Johnson (JNJ) | 1.2 | $33M | 229k | 144.62 | |
| Hp (HPQ) | 1.2 | $33M | 1.0M | 32.63 | |
| Packaging Corporation of America (PKG) | 1.1 | $32M | 144k | 225.13 | |
| Omni (OMC) | 1.1 | $31M | 359k | 86.04 | |
| Apple (AAPL) | 1.0 | $29M | 116k | 250.42 | |
| NVIDIA Corporation (NVDA) | 1.0 | $27M | 204k | 134.29 | |
| Philip Morris International (PM) | 0.9 | $27M | 223k | 120.35 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.9 | $27M | 641k | 41.73 | |
| Microsoft Corporation (MSFT) | 0.9 | $25M | 58k | 421.50 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $23M | 218k | 106.84 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $23M | 304k | 75.61 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $23M | 40k | 569.58 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $21M | 40k | 538.81 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $21M | 331k | 62.31 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $16M | 555k | 27.87 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $14M | 65k | 220.96 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $14M | 49k | 289.81 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $13M | 143k | 88.40 | |
| Meta Platforms Cl A (META) | 0.4 | $13M | 22k | 585.51 | |
| Amazon (AMZN) | 0.4 | $13M | 57k | 219.39 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.4 | $12M | 470k | 26.15 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $12M | 391k | 31.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $12M | 64k | 189.30 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.4 | $11M | 580k | 19.51 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $9.7M | 24k | 401.58 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $9.0M | 71k | 126.75 | |
| Broadcom (AVGO) | 0.3 | $8.4M | 36k | 231.84 | |
| Visa Com Cl A (V) | 0.3 | $8.4M | 27k | 316.04 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $8.4M | 119k | 70.28 | |
| Eli Lilly & Co. (LLY) | 0.3 | $8.2M | 11k | 772.00 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $7.9M | 61k | 129.34 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $7.8M | 15k | 526.57 | |
| Akamai Technologies Note 0.125% 5/0 (Principal) | 0.3 | $7.7M | 7.3M | 1.06 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $7.6M | 6.2k | 1219.25 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $7.2M | 138k | 52.22 | |
| Costco Wholesale Corporation (COST) | 0.3 | $7.2M | 7.8k | 916.27 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $7.1M | 6.1k | 1175.21 | |
| Tesla Motors (TSLA) | 0.2 | $6.9M | 17k | 403.84 | |
| Wal-Mart Stores (WMT) | 0.2 | $6.6M | 73k | 90.35 | |
| Expedia Group Note 2/1 (Principal) | 0.2 | $6.4M | 6.4M | 0.99 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $6.3M | 144k | 43.72 | |
| Ford Mtr Note 3/1 (Principal) | 0.2 | $6.1M | 6.3M | 0.97 | |
| Southern Note 3.875%12/1 (Principal) | 0.2 | $6.0M | 5.7M | 1.05 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $6.0M | 12k | 520.23 | |
| Intuit (INTU) | 0.2 | $6.0M | 9.5k | 628.50 | |
| Duke Energy Corp Note 4.125% 4/1 (Principal) | 0.2 | $6.0M | 5.8M | 1.02 | |
| Alliant Energy Corp Note 3.875% 3/1 (Principal) | 0.2 | $5.8M | 5.7M | 1.03 | |
| salesforce (CRM) | 0.2 | $5.8M | 17k | 334.33 | |
| American Wtr Cap Corp Note 3.625% 6/1 (Principal) | 0.2 | $5.7M | 5.8M | 0.99 | |
| Euronet Worldwide Note 0.750% 3/1 (Principal) | 0.2 | $5.6M | 5.7M | 0.99 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $5.6M | 216k | 26.07 | |
| Danaher Corporation (DHR) | 0.2 | $5.6M | 24k | 229.55 | |
| TJX Companies (TJX) | 0.2 | $5.5M | 46k | 120.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $5.4M | 12k | 453.28 | |
| Southwest Airls Note 1.250% 5/0 (Principal) | 0.2 | $5.3M | 5.2M | 1.03 | |
| Applied Materials (AMAT) | 0.2 | $5.3M | 33k | 162.63 | |
| Uber Technologies Note 12/1 (Principal) | 0.2 | $5.3M | 5.2M | 1.01 | |
| Walt Disney Company (DIS) | 0.2 | $5.2M | 47k | 111.35 | |
| Booking Holdings Note 0.750% 5/0 (Principal) | 0.2 | $5.2M | 2.0M | 2.64 | |
| Nike CL B (NKE) | 0.2 | $5.1M | 68k | 75.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $5.1M | 27k | 190.44 | |
| Kla Corp Com New (KLAC) | 0.2 | $5.1M | 8.0k | 630.12 | |
| Intercontinental Exchange (ICE) | 0.2 | $5.0M | 34k | 149.01 | |
| Booking Holdings (BKNG) | 0.2 | $5.0M | 1.0k | 4968.42 | |
| Progressive Corporation (PGR) | 0.2 | $4.9M | 21k | 239.61 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $4.9M | 68k | 72.23 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $4.9M | 66k | 74.01 | |
| Ecolab (ECL) | 0.2 | $4.8M | 21k | 234.32 | |
| Envista Holdings Corporation Note 1.750% 8/1 (Principal) | 0.2 | $4.7M | 5.3M | 0.90 | |
| John Bean Technologies Corp Note 0.250% 5/1 (Principal) | 0.2 | $4.6M | 4.7M | 0.99 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $4.6M | 58k | 78.65 | |
| Tetra Tech DBCV 2.250% 8/1 (Principal) | 0.2 | $4.6M | 3.9M | 1.17 | |
| Pg&e Corp Note 4.250%12/0 (Principal) | 0.2 | $4.6M | 4.2M | 1.09 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $4.5M | 44k | 101.53 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $4.4M | 21k | 212.41 | |
| Seagate Hdd Cayman Note 3.500% 6/0 (Principal) | 0.2 | $4.3M | 3.6M | 1.20 | |
| Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal) | 0.1 | $4.2M | 3.7M | 1.14 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $4.2M | 47k | 89.08 | |
| Waste Management (WM) | 0.1 | $4.1M | 21k | 201.79 | |
| Northwestern Energy Group In Com New (NWE) | 0.1 | $4.1M | 77k | 53.46 | |
| On Semiconductor Corp Note 0.500% 3/0 (Principal) | 0.1 | $3.9M | 4.2M | 0.94 | |
| Starwood Ppty Tr Note 6.750% 7/1 (Principal) | 0.1 | $3.7M | 3.6M | 1.04 | |
| Enphase Energy Note 3/0 (Principal) | 0.1 | $3.6M | 3.9M | 0.93 | |
| Arbor Realty Trust Note 7.500% 8/0 (Principal) | 0.1 | $3.6M | 3.6M | 0.99 | |
| MetLife (MET) | 0.1 | $3.5M | 43k | 81.88 | |
| Block Note 0.125% 3/0 (Principal) | 0.1 | $3.5M | 3.6M | 0.98 | |
| Merck & Co (MRK) | 0.1 | $3.5M | 35k | 99.48 | |
| Vishay Intertechnology Note 2.250% 6/1 (Principal) | 0.1 | $3.4M | 3.5M | 0.98 | |
| Ziff Davis Note 1.750%11/0 | 0.1 | $3.4M | 3.6M | 0.93 | |
| Lumentum Hldgs Note 0.500%12/1 (Principal) | 0.1 | $3.3M | 3.0M | 1.10 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.1M | 65k | 47.82 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $2.8M | 118k | 24.04 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.8M | 11k | 264.13 | |
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.1 | $2.8M | 124k | 22.23 | |
| Netflix (NFLX) | 0.1 | $2.4M | 2.7k | 891.32 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.2M | 9.1k | 240.28 | |
| Evergy (EVRG) | 0.1 | $2.1M | 34k | 61.55 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.0M | 28k | 70.24 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.9M | 3.6k | 521.96 | |
| Pfizer (PFE) | 0.1 | $1.9M | 71k | 26.53 | |
| Oracle Corporation (ORCL) | 0.1 | $1.9M | 11k | 166.64 | |
| Bank of America Corporation (BAC) | 0.1 | $1.8M | 42k | 43.95 | |
| Dominion Resources (D) | 0.1 | $1.8M | 33k | 53.86 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.8M | 4.0k | 444.68 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.7M | 5.1k | 331.87 | |
| Williams Companies (WMB) | 0.1 | $1.5M | 28k | 54.12 | |
| Verizon Communications (VZ) | 0.1 | $1.5M | 37k | 39.99 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $1.5M | 51k | 28.67 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.4M | 4.0k | 351.79 | |
| Target Corporation (TGT) | 0.0 | $1.4M | 10k | 135.18 | |
| S&p Global (SPGI) | 0.0 | $1.3M | 2.7k | 498.03 | |
| Servicenow (NOW) | 0.0 | $1.3M | 1.2k | 1060.12 | |
| Amgen (AMGN) | 0.0 | $1.3M | 4.9k | 260.64 | |
| Goldman Sachs (GS) | 0.0 | $1.3M | 2.2k | 572.62 | |
| Linde SHS (LIN) | 0.0 | $1.3M | 3.0k | 418.67 | |
| American Express Company (AXP) | 0.0 | $1.3M | 4.2k | 296.79 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.2M | 10k | 120.79 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.2M | 6.3k | 190.88 | |
| Wec Energy Group (WEC) | 0.0 | $1.2M | 13k | 94.04 | |
| Oneok (OKE) | 0.0 | $1.2M | 12k | 100.40 | |
| Chubb (CB) | 0.0 | $1.1M | 4.1k | 276.30 | |
| Fiserv (FI) | 0.0 | $1.1M | 5.5k | 205.42 | |
| International Business Machines (IBM) | 0.0 | $1.1M | 5.0k | 219.83 | |
| Honeywell International (HON) | 0.0 | $1.1M | 4.8k | 225.89 | |
| Lowe's Companies (LOW) | 0.0 | $1.1M | 4.3k | 246.80 | |
| Citigroup Com New (C) | 0.0 | $1.0M | 15k | 70.39 | |
| Medtronic SHS (MDT) | 0.0 | $1.0M | 13k | 79.88 | |
| Ge Aerospace Com New (GE) | 0.0 | $1.0M | 6.0k | 166.79 | |
| Nextera Energy (NEE) | 0.0 | $999k | 14k | 71.69 | |
| At&t (T) | 0.0 | $949k | 42k | 22.77 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $932k | 22k | 41.82 | |
| Deere & Company (DE) | 0.0 | $910k | 2.1k | 423.70 | |
| Stryker Corporation (SYK) | 0.0 | $907k | 2.5k | 360.05 | |
| Public Storage (PSA) | 0.0 | $900k | 3.0k | 299.44 | |
| United Rentals (URI) | 0.0 | $893k | 1.3k | 704.44 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $854k | 17k | 50.52 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $851k | 11k | 74.78 | |
| Boston Scientific Corporation (BSX) | 0.0 | $837k | 9.4k | 89.32 | |
| Sherwin-Williams Company (SHW) | 0.0 | $820k | 2.4k | 339.93 | |
| NetApp (NTAP) | 0.0 | $794k | 6.8k | 116.08 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $780k | 11k | 71.76 | |
| AutoZone (AZO) | 0.0 | $704k | 220.00 | 3202.00 | |
| Boeing Company (BA) | 0.0 | $692k | 3.9k | 177.00 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $673k | 8.9k | 75.63 | |
| Vishay Intertechnology Note 2.250% 9/1 (Principal) | 0.0 | $672k | 750k | 0.90 | |
| CRH Ord (CRH) | 0.0 | $657k | 7.1k | 92.52 | |
| Trane Technologies SHS (TT) | 0.0 | $643k | 1.7k | 369.35 | |
| Arista Networks Com Shs (ANET) | 0.0 | $640k | 5.8k | 110.53 | |
| Uber Technologies (UBER) | 0.0 | $634k | 11k | 60.32 | |
| D.R. Horton (DHI) | 0.0 | $634k | 4.5k | 139.82 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $620k | 32k | 19.59 | |
| Amphenol Corp Cl A (APH) | 0.0 | $620k | 8.9k | 69.45 | |
| Paypal Holdings (PYPL) | 0.0 | $620k | 7.3k | 85.35 | |
| Micron Technology (MU) | 0.0 | $606k | 7.2k | 84.16 | |
| Principal Financial (PFG) | 0.0 | $605k | 7.8k | 77.41 | |
| American Tower Reit (AMT) | 0.0 | $587k | 3.2k | 183.41 | |
| Southern Company (SO) | 0.0 | $584k | 7.1k | 82.32 | |
| Aon Shs Cl A (AON) | 0.0 | $580k | 1.6k | 359.16 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $569k | 1.4k | 402.70 | |
| Cigna Corp (CI) | 0.0 | $562k | 2.0k | 276.14 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $562k | 9.3k | 60.30 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $560k | 3.2k | 172.42 | |
| Prologis (PLD) | 0.0 | $550k | 5.2k | 105.70 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $548k | 5.0k | 108.61 | |
| Valero Energy Corporation (VLO) | 0.0 | $546k | 4.5k | 122.59 | |
| O'reilly Automotive (ORLY) | 0.0 | $543k | 458.00 | 1185.80 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $543k | 4.0k | 135.37 | |
| Emerson Electric (EMR) | 0.0 | $530k | 4.3k | 123.93 | |
| Dick's Sporting Goods (DKS) | 0.0 | $529k | 2.3k | 228.84 | |
| Moody's Corporation (MCO) | 0.0 | $524k | 1.1k | 473.37 | |
| CSX Corporation (CSX) | 0.0 | $522k | 16k | 32.27 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $521k | 9.9k | 52.47 | |
| Cintas Corporation (CTAS) | 0.0 | $520k | 2.8k | 182.70 | |
| Ge Vernova (GEV) | 0.0 | $520k | 1.6k | 328.93 | |
| Equinix (EQIX) | 0.0 | $519k | 550.00 | 942.89 | |
| Anthem (ELV) | 0.0 | $517k | 1.4k | 368.90 | |
| Palo Alto Networks (PANW) | 0.0 | $515k | 2.8k | 181.96 | |
| Metropcs Communications (TMUS) | 0.0 | $512k | 2.3k | 220.73 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $506k | 5.2k | 96.83 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $502k | 1.1k | 469.29 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $499k | 785.00 | 636.03 | |
| Altria (MO) | 0.0 | $494k | 9.4k | 52.29 | |
| Zoetis Cl A (ZTS) | 0.0 | $494k | 3.0k | 162.93 | |
| United Parcel Service CL B (UPS) | 0.0 | $486k | 3.9k | 126.10 | |
| McKesson Corporation (MCK) | 0.0 | $474k | 832.00 | 569.91 | |
| Us Bancorp Del Com New (USB) | 0.0 | $474k | 9.9k | 47.83 | |
| FedEx Corporation (FDX) | 0.0 | $471k | 1.7k | 281.33 | |
| Constellation Energy (CEG) | 0.0 | $469k | 2.1k | 223.71 | |
| 3M Company (MMM) | 0.0 | $458k | 3.5k | 129.09 | |
| Intel Corporation (INTC) | 0.0 | $454k | 23k | 20.05 | |
| Canadian Natural Resources (CNQ) | 0.0 | $450k | 15k | 30.87 | |
| Air Products & Chemicals (APD) | 0.0 | $445k | 1.5k | 290.04 | |
| Becton, Dickinson and (BDX) | 0.0 | $438k | 1.9k | 226.87 | |
| Phillips 66 (PSX) | 0.0 | $437k | 3.8k | 113.93 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $435k | 3.1k | 139.50 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $434k | 4.0k | 107.74 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $433k | 342.00 | 1267.28 | |
| Capital One Financial (COF) | 0.0 | $433k | 2.4k | 178.32 | |
| Kinder Morgan (KMI) | 0.0 | $429k | 16k | 27.40 | |
| Norfolk Southern (NSC) | 0.0 | $428k | 1.8k | 234.70 | |
| Cadence Design Systems (CDNS) | 0.0 | $427k | 1.4k | 300.46 | |
| Nucor Corporation (NUE) | 0.0 | $419k | 3.6k | 116.71 | |
| Hershey Company (HSY) | 0.0 | $417k | 2.5k | 169.35 | |
| Welltower Inc Com reit (WELL) | 0.0 | $413k | 3.3k | 126.03 | |
| Autodesk (ADSK) | 0.0 | $404k | 1.4k | 295.57 | |
| Paccar (PCAR) | 0.0 | $400k | 3.8k | 104.02 | |
| CMS Energy Corporation (CMS) | 0.0 | $398k | 6.0k | 66.65 | |
| Synopsys (SNPS) | 0.0 | $396k | 816.00 | 485.36 | |
| Roper Industries (ROP) | 0.0 | $395k | 759.00 | 519.85 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $393k | 551.00 | 712.33 | |
| Ross Stores (ROST) | 0.0 | $387k | 2.6k | 151.27 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $384k | 43k | 8.92 | |
| Hca Holdings (HCA) | 0.0 | $381k | 1.3k | 300.15 | |
| Marriott Intl Cl A (MAR) | 0.0 | $378k | 1.4k | 278.94 | |
| Simon Property (SPG) | 0.0 | $377k | 2.2k | 172.21 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $372k | 1.3k | 283.85 | |
| CVS Caremark Corporation (CVS) | 0.0 | $371k | 8.3k | 44.89 | |
| Fortinet (FTNT) | 0.0 | $370k | 3.9k | 94.48 | |
| AECOM Technology Corporation (ACM) | 0.0 | $364k | 3.4k | 106.82 | |
| American Electric Power Company (AEP) | 0.0 | $356k | 3.9k | 92.23 | |
| Allstate Corporation (ALL) | 0.0 | $355k | 1.8k | 192.79 | |
| Kkr & Co (KKR) | 0.0 | $353k | 2.4k | 147.91 | |
| General Motors Company (GM) | 0.0 | $348k | 6.5k | 53.27 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $348k | 4.4k | 78.93 | |
| Sempra Energy (SRE) | 0.0 | $344k | 3.9k | 87.72 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $343k | 9.0k | 38.08 | |
| Carrier Global Corporation (CARR) | 0.0 | $335k | 4.9k | 68.26 | |
| Enterprise Products Partners (EPD) | 0.0 | $334k | 11k | 31.36 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $333k | 973.00 | 342.16 | |
| Edwards Lifesciences (EW) | 0.0 | $329k | 4.4k | 74.03 | |
| Prudential Financial (PRU) | 0.0 | $324k | 2.7k | 118.53 | |
| W.W. Grainger (GWW) | 0.0 | $322k | 305.00 | 1054.05 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $321k | 1.4k | 230.69 | |
| Kroger (KR) | 0.0 | $321k | 5.2k | 61.15 | |
| Quanta Services (PWR) | 0.0 | $317k | 1.0k | 316.05 | |
| Public Service Enterprise (PEG) | 0.0 | $308k | 3.6k | 84.49 | |
| American Intl Group Com New (AIG) | 0.0 | $306k | 4.2k | 72.80 | |
| Yum! Brands (YUM) | 0.0 | $299k | 2.2k | 134.16 | |
| EQT Corporation (EQT) | 0.0 | $297k | 6.4k | 46.11 | |
| Motorola Solutions Com New (MSI) | 0.0 | $297k | 642.00 | 462.23 | |
| Monster Beverage Corp (MNST) | 0.0 | $296k | 5.6k | 52.56 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $291k | 2.0k | 142.97 | |
| Fastenal Company (FAST) | 0.0 | $290k | 4.0k | 71.91 | |
| Cbre Group Cl A (CBRE) | 0.0 | $290k | 2.2k | 131.29 | |
| Xcel Energy (XEL) | 0.0 | $286k | 4.2k | 67.52 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $285k | 832.00 | 342.77 | |
| Republic Services (RSG) | 0.0 | $284k | 1.4k | 201.18 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $282k | 5.1k | 55.45 | |
| SYSCO Corporation (SYY) | 0.0 | $276k | 3.6k | 76.46 | |
| Truist Financial Corp equities (TFC) | 0.0 | $276k | 6.4k | 43.38 | |
| Msci (MSCI) | 0.0 | $275k | 459.00 | 600.01 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $271k | 1.3k | 207.85 | |
| Fidelity National Information Services (FIS) | 0.0 | $271k | 3.4k | 80.77 | |
| AmerisourceBergen (COR) | 0.0 | $267k | 1.2k | 224.68 | |
| Hess (HES) | 0.0 | $265k | 2.0k | 133.01 | |
| Nvent Electric SHS (NVT) | 0.0 | $264k | 3.9k | 68.16 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $261k | 3.4k | 76.90 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $260k | 1.9k | 134.34 | |
| Rockwell Automation (ROK) | 0.0 | $258k | 901.00 | 285.79 | |
| General Mills (GIS) | 0.0 | $257k | 4.0k | 63.77 | |
| L3harris Technologies (LHX) | 0.0 | $255k | 1.2k | 210.28 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $252k | 1.0k | 247.16 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $250k | 1.9k | 131.41 | |
| Ametek (AME) | 0.0 | $249k | 1.4k | 180.26 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $247k | 5.0k | 49.41 | |
| Schlumberger Com Stk (SLB) | 0.0 | $246k | 6.4k | 38.34 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $246k | 11k | 22.02 | |
| Vistra Energy (VST) | 0.0 | $245k | 1.8k | 137.87 | |
| Electronic Arts (EA) | 0.0 | $245k | 1.7k | 146.30 | |
| Tractor Supply Company (TSCO) | 0.0 | $241k | 4.5k | 53.06 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $239k | 1.4k | 176.40 | |
| Vulcan Materials Company (VMC) | 0.0 | $235k | 913.00 | 257.23 | |
| Lennar Corp Cl A (LEN) | 0.0 | $233k | 1.7k | 136.37 | |
| Humana (HUM) | 0.0 | $232k | 915.00 | 253.71 | |
| eBay (EBAY) | 0.0 | $230k | 3.7k | 61.95 | |
| Fifth Third Ban (FITB) | 0.0 | $229k | 5.4k | 42.28 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $227k | 3.8k | 60.50 | |
| Copart (CPRT) | 0.0 | $226k | 3.9k | 57.39 | |
| Discover Financial Services | 0.0 | $226k | 1.3k | 173.23 | |
| Fair Isaac Corporation (FICO) | 0.0 | $221k | 111.00 | 1990.93 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $219k | 23k | 9.77 | |
| Entergy Corporation (ETR) | 0.0 | $219k | 2.9k | 75.82 | |
| Targa Res Corp (TRGP) | 0.0 | $217k | 1.2k | 178.50 | |
| Constellation Brands Cl A (STZ) | 0.0 | $216k | 979.00 | 221.00 | |
| PPG Industries (PPG) | 0.0 | $213k | 1.8k | 119.45 | |
| Diamondback Energy (FANG) | 0.0 | $211k | 1.3k | 163.83 | |
| T. Rowe Price (TROW) | 0.0 | $210k | 1.9k | 113.09 | |
| Equifax (EFX) | 0.0 | $210k | 823.00 | 254.85 | |
| Edison International (EIX) | 0.0 | $209k | 2.6k | 79.84 | |
| Corteva (CTVA) | 0.0 | $209k | 3.7k | 56.96 | |
| Newmont Mining Corporation (NEM) | 0.0 | $203k | 5.5k | 37.22 | |
| AvalonBay Communities (AVB) | 0.0 | $203k | 922.00 | 219.97 | |
| Ford Motor Company (F) | 0.0 | $189k | 19k | 9.90 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $136k | 13k | 10.57 | |
| Viatris (VTRS) | 0.0 | $130k | 11k | 12.45 |