Conning as of March 31, 2025
Portfolio Holdings for Conning
Conning holds 351 positions in its portfolio as reported in the March 2025 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 | $88M | 157k | 559.39 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $57M | 102k | 561.90 | |
| UnitedHealth (UNH) | 1.5 | $42M | 79k | 523.75 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $41M | 395k | 104.57 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $41M | 347k | 118.93 | |
| ConocoPhillips (COP) | 1.4 | $41M | 391k | 105.02 | |
| Chevron Corporation (CVX) | 1.4 | $40M | 236k | 167.29 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $39M | 158k | 245.30 | |
| Verizon Communications (VZ) | 1.3 | $38M | 835k | 45.36 | |
| General Dynamics Corporation (GD) | 1.3 | $38M | 138k | 272.58 | |
| Abbvie (ABBV) | 1.3 | $37M | 178k | 209.52 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $37M | 1.0M | 36.90 | |
| Cme (CME) | 1.3 | $37M | 140k | 265.29 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $37M | 279k | 132.46 | |
| Coca-Cola Company (KO) | 1.3 | $37M | 515k | 71.62 | |
| Mondelez Intl Cl A (MDLZ) | 1.3 | $37M | 541k | 67.85 | |
| Procter & Gamble Company (PG) | 1.3 | $37M | 214k | 170.42 | |
| McDonald's Corporation (MCD) | 1.3 | $37M | 117k | 312.37 | |
| Travelers Companies (TRV) | 1.3 | $37M | 138k | 264.46 | |
| AFLAC Incorporated (AFL) | 1.3 | $36M | 327k | 111.19 | |
| Ishares Tr Mbs Etf (MBB) | 1.3 | $36M | 388k | 93.78 | |
| Bristol Myers Squibb (BMY) | 1.3 | $36M | 596k | 60.99 | |
| EOG Resources (EOG) | 1.3 | $36M | 283k | 128.24 | |
| Caterpillar (CAT) | 1.3 | $36M | 109k | 329.80 | |
| Paychex (PAYX) | 1.3 | $36M | 232k | 154.28 | |
| Cisco Systems (CSCO) | 1.2 | $36M | 578k | 61.71 | |
| Qualcomm (QCOM) | 1.2 | $36M | 232k | 153.61 | |
| Colgate-Palmolive Company (CL) | 1.2 | $36M | 381k | 93.70 | |
| Omni (OMC) | 1.2 | $36M | 429k | 82.91 | |
| Home Depot (HD) | 1.2 | $36M | 97k | 366.49 | |
| Valero Energy Corporation (VLO) | 1.2 | $36M | 269k | 132.07 | |
| Blackrock (BLK) | 1.2 | $35M | 37k | 946.48 | |
| Kimberly-Clark Corporation (KMB) | 1.2 | $35M | 249k | 142.22 | |
| Gilead Sciences (GILD) | 1.2 | $35M | 313k | 112.05 | |
| Pepsi (PEP) | 1.2 | $35M | 234k | 149.94 | |
| Automatic Data Processing (ADP) | 1.2 | $35M | 115k | 305.53 | |
| Union Pacific Corporation (UNP) | 1.2 | $35M | 148k | 236.24 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $35M | 78k | 446.71 | |
| Bank of New York Mellon Corporation (BK) | 1.2 | $35M | 412k | 83.87 | |
| PNC Financial Services (PNC) | 1.2 | $35M | 196k | 175.77 | |
| Abbott Laboratories (ABT) | 1.2 | $34M | 260k | 132.65 | |
| Corning Incorporated (GLW) | 1.2 | $34M | 750k | 45.78 | |
| Principal Financial (PFG) | 1.2 | $34M | 405k | 84.37 | |
| Illinois Tool Works (ITW) | 1.2 | $34M | 138k | 248.01 | |
| Morgan Stanley Com New (MS) | 1.2 | $34M | 290k | 116.67 | |
| Best Buy (BBY) | 1.2 | $33M | 454k | 73.61 | |
| Johnson & Johnson (JNJ) | 1.2 | $33M | 202k | 165.84 | |
| Packaging Corporation of America (PKG) | 1.2 | $33M | 168k | 198.02 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $33M | 186k | 179.70 | |
| Genuine Parts Company (GPC) | 1.2 | $33M | 279k | 119.14 | |
| Hp (HPQ) | 1.1 | $33M | 1.2M | 27.69 | |
| Cummins (CMI) | 1.1 | $32M | 102k | 313.44 | |
| Analog Devices (ADI) | 1.1 | $32M | 157k | 201.67 | |
| Starbucks Corporation (SBUX) | 1.1 | $31M | 316k | 98.09 | |
| Philip Morris International (PM) | 1.0 | $29M | 182k | 158.73 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.9 | $26M | 641k | 41.13 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $26M | 323k | 81.73 | |
| Apple (AAPL) | 0.9 | $25M | 110k | 222.13 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $24M | 218k | 108.69 | |
| NVIDIA Corporation (NVDA) | 0.8 | $22M | 204k | 108.38 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $21M | 40k | 533.48 | |
| Microsoft Corporation (MSFT) | 0.7 | $21M | 57k | 375.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $20M | 39k | 513.91 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $19M | 331k | 58.35 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $17M | 697k | 25.04 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $14M | 49k | 274.84 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.5 | $13M | 490k | 26.68 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.4 | $12M | 117k | 106.02 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $12M | 391k | 30.73 | |
| Meta Platforms Cl A (META) | 0.4 | $11M | 19k | 576.36 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.4 | $11M | 580k | 19.04 | |
| Amazon (AMZN) | 0.4 | $11M | 58k | 190.26 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $10M | 51k | 199.49 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $9.0M | 119k | 75.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $9.0M | 58k | 154.64 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $8.7M | 24k | 361.09 | |
| Visa Com Cl A (V) | 0.3 | $8.1M | 23k | 350.46 | |
| Eli Lilly & Co. (LLY) | 0.3 | $7.8M | 9.4k | 825.91 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $7.7M | 6.2k | 1234.57 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $7.6M | 60k | 125.97 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $7.5M | 64k | 117.49 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $7.4M | 138k | 53.97 | |
| Akamai Technologies Note 0.375% 9/0 (Principal) | 0.3 | $7.3M | 7.5M | 0.97 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.3 | $7.2M | 6.1k | 1190.01 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $7.1M | 13k | 548.12 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $6.8M | 144k | 47.48 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $6.7M | 254k | 26.58 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $6.7M | 79k | 85.07 | |
| Parsons Corp Del Note 2.625% 3/0 (Principal) | 0.2 | $6.5M | 6.6M | 1.00 | |
| Southern Note 3.875%12/1 (Principal) | 0.2 | $6.4M | 5.7M | 1.12 | |
| Expedia Group Note 2/1 (Principal) | 0.2 | $6.3M | 6.4M | 0.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.3M | 12k | 532.58 | |
| Ford Mtr Note 3/1 (Principal) | 0.2 | $6.2M | 6.3M | 0.99 | |
| Duke Energy Corp Note 4.125% 4/1 (Principal) | 0.2 | $6.2M | 5.7M | 1.08 | |
| Costco Wholesale Corporation (COST) | 0.2 | $6.1M | 6.4k | 945.78 | |
| Alliant Energy Corp Note 3.875% 3/1 (Principal) | 0.2 | $6.1M | 5.7M | 1.07 | |
| Wal-Mart Stores (WMT) | 0.2 | $5.9M | 68k | 87.79 | |
| American Wtr Cap Corp Note 3.625% 6/1 (Principal) | 0.2 | $5.9M | 5.8M | 1.02 | |
| Tetra Tech DBCV 2.250% 8/1 (Principal) | 0.2 | $5.8M | 5.6M | 1.03 | |
| Uber Technologies Note 12/1 (Principal) | 0.2 | $5.5M | 5.2M | 1.06 | |
| Intuit (INTU) | 0.2 | $5.4M | 8.8k | 613.99 | |
| Nextera Energy Cap Hldgs Note 3.000% 3/0 (Principal) | 0.2 | $5.3M | 4.6M | 1.16 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $5.3M | 101k | 52.52 | |
| Southwest Airls Note 1.250% 5/0 (Principal) | 0.2 | $5.2M | 5.2M | 1.00 | |
| Broadcom (AVGO) | 0.2 | $5.1M | 31k | 167.43 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $5.1M | 10k | 497.60 | |
| TJX Companies (TJX) | 0.2 | $5.0M | 41k | 121.80 | |
| salesforce (CRM) | 0.2 | $4.9M | 18k | 268.36 | |
| Applied Materials (AMAT) | 0.2 | $4.8M | 33k | 145.12 | |
| Booking Holdings Note 0.750% 5/0 (Principal) | 0.2 | $4.8M | 2.0M | 2.44 | |
| Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal) | 0.2 | $4.8M | 3.7M | 1.29 | |
| Intercontinental Exchange (ICE) | 0.2 | $4.8M | 28k | 172.50 | |
| Envista Holdings Corporation Note 1.750% 8/1 (Principal) | 0.2 | $4.7M | 5.3M | 0.90 | |
| Jbt Marel Corporation 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 | 78.89 | |
| Progressive Corporation (PGR) | 0.2 | $4.6M | 16k | 283.01 | |
| Global Pmts Note 1.500% 3/0 (Principal) | 0.2 | $4.6M | 4.9M | 0.94 | |
| Kla Corp Com New (KLAC) | 0.2 | $4.5M | 6.6k | 679.80 | |
| Tesla Motors (TSLA) | 0.2 | $4.5M | 17k | 259.16 | |
| Northwestern Energy Group In Com New (NWE) | 0.2 | $4.5M | 77k | 57.87 | |
| Pg&e Corp Note 4.250%12/0 (Principal) | 0.2 | $4.5M | 4.2M | 1.06 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $4.4M | 61k | 72.70 | |
| Danaher Corporation (DHR) | 0.2 | $4.4M | 21k | 205.00 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $4.4M | 56k | 78.28 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $4.4M | 18k | 244.03 | |
| Seagate Hdd Cayman Note 3.500% 6/0 (Principal) | 0.2 | $4.3M | 3.6M | 1.20 | |
| Walt Disney Company (DIS) | 0.2 | $4.3M | 44k | 98.70 | |
| Booking Holdings (BKNG) | 0.1 | $4.3M | 930.00 | 4606.91 | |
| Ecolab (ECL) | 0.1 | $4.3M | 17k | 253.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.3M | 27k | 156.23 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.1M | 44k | 92.83 | |
| Waste Management (WM) | 0.1 | $4.0M | 17k | 231.51 | |
| Starwood Ppty Tr Note 6.750% 7/1 (Principal) | 0.1 | $3.8M | 3.6M | 1.06 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.7M | 41k | 90.54 | |
| Enphase Energy Note 3/0 (Principal) | 0.1 | $3.7M | 3.9M | 0.94 | |
| Arbor Realty Trust Note 7.500% 8/0 (Principal) | 0.1 | $3.6M | 3.6M | 1.00 | |
| On Semiconductor Corp Note 0.500% 3/0 (Principal) | 0.1 | $3.6M | 4.2M | 0.86 | |
| MetLife (MET) | 0.1 | $3.5M | 43k | 80.29 | |
| Vishay Intertechnology Note 2.250% 6/1 (Principal) | 0.1 | $3.4M | 3.5M | 0.98 | |
| Nike CL B (NKE) | 0.1 | $3.4M | 53k | 63.48 | |
| Ziff Davis Note 1.750%11/0 | 0.1 | $3.4M | 3.6M | 0.94 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.3M | 65k | 50.83 | |
| Merck & Co (MRK) | 0.1 | $3.2M | 35k | 89.76 | |
| Lumentum Hldgs Note 0.500%12/1 (Principal) | 0.1 | $3.1M | 3.0M | 1.03 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $3.1M | 121k | 25.55 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.0M | 68k | 43.70 | |
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.1 | $2.8M | 124k | 22.57 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.7M | 11k | 258.62 | |
| Netflix (NFLX) | 0.1 | $2.5M | 2.7k | 932.53 | |
| Evergy (EVRG) | 0.1 | $2.3M | 34k | 68.95 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.3M | 19k | 118.14 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.0M | 9.1k | 221.75 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.9M | 27k | 71.79 | |
| Dominion Resources (D) | 0.1 | $1.9M | 33k | 56.07 | |
| Bank of America Corporation (BAC) | 0.1 | $1.9M | 45k | 41.73 | |
| Pfizer (PFE) | 0.1 | $1.8M | 71k | 25.34 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.7M | 36k | 46.31 | |
| At&t (T) | 0.1 | $1.6M | 58k | 28.28 | |
| American Express Company (AXP) | 0.1 | $1.5M | 5.8k | 269.05 | |
| Oracle Corporation (ORCL) | 0.1 | $1.5M | 11k | 139.81 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $1.5M | 51k | 28.86 | |
| Linde SHS (LIN) | 0.0 | $1.4M | 3.0k | 465.64 | |
| Wec Energy Group (WEC) | 0.0 | $1.4M | 13k | 108.98 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.3M | 2.7k | 495.27 | |
| International Business Machines (IBM) | 0.0 | $1.3M | 5.3k | 248.66 | |
| Ge Aerospace Com New (GE) | 0.0 | $1.3M | 6.5k | 200.15 | |
| Amgen (AMGN) | 0.0 | $1.3M | 4.1k | 311.55 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.3M | 3.3k | 383.53 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.3M | 4.0k | 312.04 | |
| Goldman Sachs (GS) | 0.0 | $1.2M | 2.2k | 546.29 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.2M | 6.3k | 190.58 | |
| Oneok (OKE) | 0.0 | $1.2M | 12k | 99.22 | |
| Medtronic SHS (MDT) | 0.0 | $1.1M | 13k | 89.86 | |
| Fiserv (FI) | 0.0 | $1.1M | 4.8k | 220.83 | |
| Citigroup Com New (C) | 0.0 | $1.1M | 15k | 70.99 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.0M | 10k | 102.74 | |
| Honeywell International (HON) | 0.0 | $1.0M | 4.8k | 211.75 | |
| S&p Global (SPGI) | 0.0 | $1.0M | 2.0k | 508.10 | |
| Nextera Energy (NEE) | 0.0 | $999k | 14k | 70.89 | |
| Servicenow (NOW) | 0.0 | $997k | 1.3k | 796.14 | |
| Lowe's Companies (LOW) | 0.0 | $997k | 4.3k | 233.23 | |
| Stryker Corporation (SYK) | 0.0 | $950k | 2.6k | 372.25 | |
| Boston Scientific Corporation (BSX) | 0.0 | $947k | 9.4k | 100.88 | |
| Chubb (CB) | 0.0 | $944k | 3.1k | 301.99 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $918k | 11k | 84.40 | |
| Williams Companies (WMB) | 0.0 | $893k | 15k | 59.76 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $864k | 11k | 75.91 | |
| Uber Technologies (UBER) | 0.0 | $841k | 12k | 72.86 | |
| Public Storage (PSA) | 0.0 | $831k | 2.8k | 299.29 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $808k | 17k | 48.01 | |
| 3M Company (MMM) | 0.0 | $795k | 5.4k | 146.86 | |
| Boeing Company (BA) | 0.0 | $786k | 4.6k | 170.55 | |
| Deere & Company (DE) | 0.0 | $779k | 1.7k | 469.35 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $769k | 1.6k | 484.82 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $738k | 10k | 71.58 | |
| American Tower Reit (AMT) | 0.0 | $696k | 3.2k | 217.60 | |
| Lincoln National Corporation (LNC) | 0.0 | $694k | 19k | 35.91 | |
| Metropcs Communications (TMUS) | 0.0 | $679k | 2.5k | 266.71 | |
| Southern Company (SO) | 0.0 | $665k | 7.2k | 91.95 | |
| Vishay Intertechnology Note 2.250% 9/1 (Principal) | 0.0 | $663k | 750k | 0.88 | |
| Aon Shs Cl A (AON) | 0.0 | $658k | 1.6k | 399.09 | |
| Cigna Corp (CI) | 0.0 | $642k | 2.0k | 329.00 | |
| Micron Technology (MU) | 0.0 | $635k | 7.3k | 86.89 | |
| O'reilly Automotive (ORLY) | 0.0 | $632k | 441.00 | 1432.58 | |
| Altria (MO) | 0.0 | $618k | 10k | 60.02 | |
| Eaton Corp SHS (ETN) | 0.0 | $609k | 2.2k | 271.83 | |
| Amphenol Corp Cl A (APH) | 0.0 | $596k | 9.1k | 65.59 | |
| Prologis (PLD) | 0.0 | $591k | 5.3k | 111.79 | |
| Anthem (ELV) | 0.0 | $589k | 1.4k | 434.96 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $589k | 32k | 18.59 | |
| Ameriprise Financial (AMP) | 0.0 | $588k | 1.2k | 484.11 | |
| Trane Technologies SHS (TT) | 0.0 | $587k | 1.7k | 336.92 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $585k | 9.9k | 58.94 | |
| Kinder Morgan (KMI) | 0.0 | $568k | 20k | 28.53 | |
| Canadian Natural Resources (CNQ) | 0.0 | $566k | 18k | 30.80 | |
| CVS Caremark Corporation (CVS) | 0.0 | $559k | 8.3k | 67.75 | |
| Palo Alto Networks (PANW) | 0.0 | $542k | 3.2k | 170.64 | |
| McKesson Corporation (MCK) | 0.0 | $538k | 799.00 | 672.99 | |
| Sherwin-Williams Company (SHW) | 0.0 | $537k | 1.5k | 349.19 | |
| Ge Vernova (GEV) | 0.0 | $534k | 1.8k | 305.28 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $529k | 1.0k | 512.01 | |
| Arista Networks Com Shs (ANET) | 0.0 | $529k | 6.8k | 77.48 | |
| Intel Corporation (INTC) | 0.0 | $527k | 23k | 22.71 | |
| Welltower Inc Com reit (WELL) | 0.0 | $525k | 3.4k | 153.21 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $523k | 5.2k | 100.00 | |
| Prudential Financial (PRU) | 0.0 | $521k | 4.7k | 111.68 | |
| Moody's Corporation (MCO) | 0.0 | $515k | 1.1k | 465.69 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $499k | 4.0k | 124.50 | |
| Zoetis Cl A (ZTS) | 0.0 | $499k | 3.0k | 164.65 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $495k | 3.5k | 139.78 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $491k | 5.0k | 97.48 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $491k | 4.0k | 121.97 | |
| Cintas Corporation (CTAS) | 0.0 | $482k | 2.3k | 205.53 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $477k | 785.00 | 607.85 | |
| CRH Ord (CRH) | 0.0 | $476k | 5.4k | 87.97 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $475k | 1.4k | 345.24 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $473k | 342.00 | 1383.29 | |
| Emerson Electric (EMR) | 0.0 | $469k | 4.3k | 109.64 | |
| Paypal Holdings (PYPL) | 0.0 | $468k | 7.2k | 65.25 | |
| Target Corporation (TGT) | 0.0 | $468k | 4.5k | 104.36 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $468k | 9.3k | 50.21 | |
| Phillips 66 (PSX) | 0.0 | $462k | 3.7k | 123.48 | |
| CSX Corporation (CSX) | 0.0 | $459k | 16k | 29.43 | |
| Air Products & Chemicals (APD) | 0.0 | $452k | 1.5k | 294.92 | |
| Equinix (EQIX) | 0.0 | $451k | 553.00 | 815.35 | |
| Cadence Design Systems (CDNS) | 0.0 | $449k | 1.8k | 254.33 | |
| CMS Energy Corporation (CMS) | 0.0 | $448k | 6.0k | 75.11 | |
| Becton, Dickinson and (BDX) | 0.0 | $442k | 1.9k | 229.06 | |
| D.R. Horton (DHI) | 0.0 | $439k | 3.5k | 127.13 | |
| Roper Industries (ROP) | 0.0 | $436k | 739.00 | 589.58 | |
| Capital One Financial (COF) | 0.0 | $428k | 2.4k | 179.30 | |
| Hca Holdings (HCA) | 0.0 | $425k | 1.2k | 345.55 | |
| Norfolk Southern (NSC) | 0.0 | $425k | 1.8k | 236.85 | |
| Constellation Energy (CEG) | 0.0 | $423k | 2.1k | 201.63 | |
| United Parcel Service CL B (UPS) | 0.0 | $422k | 3.8k | 109.99 | |
| American Electric Power Company (AEP) | 0.0 | $422k | 3.9k | 109.27 | |
| United Rentals (URI) | 0.0 | $412k | 657.00 | 626.70 | |
| Us Bancorp Del Com New (USB) | 0.0 | $409k | 9.7k | 42.22 | |
| Truist Financial Corp equities (TFC) | 0.0 | $407k | 9.9k | 41.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $401k | 1.1k | 352.58 | |
| Kkr & Co (KKR) | 0.0 | $389k | 3.4k | 115.61 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $388k | 2.7k | 145.69 | |
| Fortinet (FTNT) | 0.0 | $377k | 3.9k | 96.26 | |
| Motorola Solutions Com New (MSI) | 0.0 | $375k | 856.00 | 437.81 | |
| Paccar (PCAR) | 0.0 | $374k | 3.8k | 97.37 | |
| Allstate Corporation (ALL) | 0.0 | $373k | 1.8k | 207.07 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $365k | 43k | 8.47 | |
| Enterprise Products Partners (EPD) | 0.0 | $363k | 11k | 34.14 | |
| Simon Property (SPG) | 0.0 | $361k | 2.2k | 166.08 | |
| Autodesk (ADSK) | 0.0 | $358k | 1.4k | 261.80 | |
| American Intl Group Com New (AIG) | 0.0 | $352k | 4.0k | 86.94 | |
| Yum! Brands (YUM) | 0.0 | $351k | 2.2k | 157.36 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $351k | 4.4k | 80.11 | |
| Synopsys (SNPS) | 0.0 | $350k | 816.00 | 428.85 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $348k | 548.00 | 634.23 | |
| Kroger (KR) | 0.0 | $346k | 5.1k | 67.69 | |
| Monster Beverage Corp (MNST) | 0.0 | $343k | 5.9k | 58.52 | |
| Republic Services (RSG) | 0.0 | $342k | 1.4k | 242.16 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $341k | 9.0k | 37.86 | |
| EQT Corporation (EQT) | 0.0 | $340k | 6.4k | 53.43 | |
| AmerisourceBergen (COR) | 0.0 | $331k | 1.2k | 278.09 | |
| AutoZone (AZO) | 0.0 | $328k | 86.00 | 3812.78 | |
| Ross Stores (ROST) | 0.0 | $327k | 2.6k | 127.79 | |
| Marriott Intl Cl A (MAR) | 0.0 | $316k | 1.3k | 238.20 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $316k | 1.4k | 227.55 | |
| Fastenal Company (FAST) | 0.0 | $313k | 4.0k | 77.55 | |
| FedEx Corporation (FDX) | 0.0 | $312k | 1.3k | 243.78 | |
| Xcel Energy (XEL) | 0.0 | $312k | 4.4k | 70.79 | |
| Carrier Global Corporation (CARR) | 0.0 | $311k | 4.9k | 63.40 | |
| Hess (HES) | 0.0 | $309k | 1.9k | 159.73 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $301k | 1.5k | 205.44 | |
| W.W. Grainger (GWW) | 0.0 | $301k | 305.00 | 987.83 | |
| Public Service Enterprise (PEG) | 0.0 | $300k | 3.6k | 82.30 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $298k | 809.00 | 368.53 | |
| General Motors Company (GM) | 0.0 | $298k | 6.3k | 47.03 | |
| Schlumberger Com Stk (SLB) | 0.0 | $294k | 7.0k | 41.80 | |
| Cbre Group Cl A (CBRE) | 0.0 | $293k | 2.2k | 130.78 | |
| Nucor Corporation (NUE) | 0.0 | $282k | 2.3k | 120.34 | |
| Sempra Energy (SRE) | 0.0 | $280k | 3.9k | 71.36 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $277k | 2.0k | 141.32 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $271k | 3.5k | 76.50 | |
| Hershey Company (HSY) | 0.0 | $268k | 1.6k | 171.03 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $267k | 11k | 23.93 | |
| Newmont Mining Corporation (NEM) | 0.0 | $265k | 5.5k | 48.28 | |
| Discover Financial Services | 0.0 | $263k | 1.5k | 170.70 | |
| SYSCO Corporation (SYY) | 0.0 | $261k | 3.5k | 75.04 | |
| Msci (MSCI) | 0.0 | $260k | 459.00 | 565.50 | |
| Howmet Aerospace (HWM) | 0.0 | $257k | 2.0k | 129.73 | |
| eBay (EBAY) | 0.0 | $255k | 3.8k | 67.73 | |
| Quanta Services (PWR) | 0.0 | $255k | 1.0k | 254.18 | |
| L3harris Technologies (LHX) | 0.0 | $254k | 1.2k | 209.31 | |
| Electronic Arts (EA) | 0.0 | $253k | 1.7k | 144.52 | |
| General Mills (GIS) | 0.0 | $252k | 4.2k | 59.79 | |
| Fidelity National Information Services (FIS) | 0.0 | $250k | 3.4k | 74.68 | |
| Tractor Supply Company (TSCO) | 0.0 | $250k | 4.5k | 55.10 | |
| Entergy Corporation (ETR) | 0.0 | $247k | 2.9k | 85.49 | |
| Rockwell Automation (ROK) | 0.0 | $243k | 941.00 | 258.38 | |
| Apollo Global Mgmt (APO) | 0.0 | $242k | 1.8k | 136.94 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $242k | 2.0k | 119.46 | |
| Dow (DOW) | 0.0 | $241k | 6.9k | 34.92 | |
| Edwards Lifesciences (EW) | 0.0 | $239k | 3.3k | 72.48 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $238k | 4.8k | 49.36 | |
| Ametek (AME) | 0.0 | $238k | 1.4k | 172.14 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $236k | 2.0k | 116.98 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $235k | 1.2k | 190.06 | |
| NetApp (NTAP) | 0.0 | $226k | 2.6k | 87.84 | |
| Vistra Energy (VST) | 0.0 | $226k | 1.9k | 117.44 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $225k | 1.4k | 165.45 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $224k | 23k | 9.98 | |
| Fair Isaac Corporation (FICO) | 0.0 | $223k | 121.00 | 1844.17 | |
| Copart (CPRT) | 0.0 | $223k | 3.9k | 56.59 | |
| Crown Castle Intl (CCI) | 0.0 | $223k | 2.1k | 104.23 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $219k | 2.7k | 80.71 | |
| Targa Res Corp (TRGP) | 0.0 | $218k | 1.1k | 200.47 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $216k | 2.1k | 103.20 | |
| Corteva (CTVA) | 0.0 | $214k | 3.4k | 62.93 | |
| Vulcan Materials Company (VMC) | 0.0 | $213k | 913.00 | 233.30 | |
| Cardinal Health (CAH) | 0.0 | $212k | 1.5k | 137.77 | |
| Fifth Third Ban (FITB) | 0.0 | $208k | 5.3k | 39.20 | |
| PPG Industries (PPG) | 0.0 | $206k | 1.9k | 109.35 | |
| Humana (HUM) | 0.0 | $205k | 776.00 | 264.60 | |
| Nasdaq Omx (NDAQ) | 0.0 | $203k | 2.7k | 75.86 | |
| Diamondback Energy (FANG) | 0.0 | $201k | 1.3k | 159.88 | |
| Hartford Financial Services (HIG) | 0.0 | $201k | 1.6k | 123.73 | |
| Equifax (EFX) | 0.0 | $200k | 823.00 | 243.56 | |
| Ford Motor Company (F) | 0.0 | $181k | 18k | 10.03 | |
| PG&E Corporation (PCG) | 0.0 | $178k | 10k | 17.18 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $160k | 15k | 10.73 | |
| Viatris (VTRS) | 0.0 | $89k | 10k | 8.71 | |
| Lumen Technologies (LUMN) | 0.0 | $39k | 10k | 3.92 | |
| Silo Pharma Com New (SILO) | 0.0 | $23k | 20k | 1.17 |