Cozad Asset Management as of Sept. 30, 2022
Portfolio Holdings for Cozad Asset Management
Cozad Asset Management holds 348 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.6 | $22M | 162k | 138.20 | |
Vanguard Total Stock Market ETF (VTI) | 2.4 | $15M | 82k | 179.47 | |
Archer Daniels Midland Company (ADM) | 1.9 | $12M | 145k | 80.45 | |
Microsoft Corporation (MSFT) | 1.8 | $11M | 48k | 232.91 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.8 | $11M | 80k | 135.17 | |
CVS Caremark Corporation (CVS) | 1.7 | $11M | 112k | 95.37 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $9.8M | 102k | 95.65 | |
Amazon (AMZN) | 1.6 | $9.6M | 85k | 113.00 | |
Costco Wholesale Corporation (COST) | 1.5 | $9.4M | 20k | 472.26 | |
Thermo Fisher Scientific (TMO) | 1.5 | $9.3M | 18k | 507.19 | |
Vanguard Mega Cap 300 Index (MGC) | 1.5 | $9.3M | 74k | 124.83 | |
Cheniere Energy (LNG) | 1.5 | $9.0M | 55k | 165.91 | |
Broadcom (AVGO) | 1.3 | $8.2M | 18k | 444.03 | |
Blackstone Group Inc Com Cl A (BX) | 1.3 | $8.0M | 96k | 83.70 | |
United Rentals (URI) | 1.3 | $7.7M | 29k | 270.11 | |
Home Depot (HD) | 1.2 | $7.6M | 28k | 275.93 | |
UnitedHealth (UNH) | 1.2 | $7.6M | 15k | 505.03 | |
Schwab Strategic Tr us dividend eq (SCHD) | 1.2 | $7.4M | 112k | 66.43 | |
Intercontinental Exchange (ICE) | 1.2 | $7.3M | 81k | 90.35 | |
Chipotle Mexican Grill (CMG) | 1.1 | $7.1M | 4.7k | 1502.66 | |
Hca Holdings (HCA) | 1.1 | $6.9M | 38k | 183.78 | |
Devon Energy Corporation (DVN) | 1.1 | $6.9M | 114k | 60.13 | |
MasterCard Incorporated (MA) | 1.1 | $6.8M | 24k | 284.33 | |
NVIDIA Corporation (NVDA) | 1.1 | $6.7M | 55k | 121.39 | |
Microchip Technology (MCHP) | 1.1 | $6.6M | 108k | 61.03 | |
Deere & Company (DE) | 1.1 | $6.6M | 20k | 333.87 | |
Vanguard Scottsdale Fds cmn (VONE) | 1.0 | $6.0M | 37k | 163.37 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 1.0 | $5.9M | 149k | 39.74 | |
Lam Research Corporation (LRCX) | 0.9 | $5.7M | 16k | 365.99 | |
Vanguard Mid-Cap ETF (VO) | 0.9 | $5.6M | 30k | 187.99 | |
Fiserv (FI) | 0.9 | $5.5M | 59k | 93.57 | |
Micron Technology (MU) | 0.8 | $5.0M | 99k | 50.10 | |
First Trust Morningstar Divid Ledr (FDL) | 0.8 | $4.9M | 153k | 32.13 | |
Sherwin-Williams Company (SHW) | 0.8 | $4.6M | 23k | 204.77 | |
Goldman Sachs Etf Tr (GSLC) | 0.7 | $4.5M | 64k | 71.02 | |
S&p Global (SPGI) | 0.7 | $4.4M | 14k | 305.36 | |
Facebook Inc cl a (META) | 0.7 | $4.2M | 31k | 135.67 | |
Vanguard Small-Cap ETF (VB) | 0.7 | $4.1M | 24k | 170.92 | |
Vanguard Admiral Fds Inc equity (VOOG) | 0.7 | $4.0M | 19k | 208.54 | |
Merck & Co (MRK) | 0.6 | $3.8M | 44k | 86.13 | |
First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.6 | $3.6M | 92k | 38.88 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.6 | $3.6M | 27k | 131.18 | |
Berkshire Hathaway (BRK.B) | 0.6 | $3.5M | 13k | 267.03 | |
Owens Corning (OC) | 0.6 | $3.5M | 45k | 78.61 | |
Ishares Tr usa min vo (USMV) | 0.6 | $3.5M | 53k | 66.10 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $3.5M | 9.8k | 357.16 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.6 | $3.5M | 97k | 35.79 | |
Regeneron Pharmaceuticals (REGN) | 0.6 | $3.4M | 5.0k | 688.80 | |
American Tower Reit (AMT) | 0.5 | $3.4M | 16k | 214.71 | |
Regions Financial Corporation (RF) | 0.5 | $3.3M | 165k | 20.07 | |
Wp Carey (WPC) | 0.5 | $3.3M | 47k | 69.80 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.5 | $3.2M | 55k | 57.83 | |
Pfizer (PFE) | 0.5 | $3.1M | 71k | 43.75 | |
iShares Russell 3000 Index (IWV) | 0.5 | $3.1M | 15k | 207.02 | |
First Trust DB Strateg Val Idx Fnd (FTCS) | 0.5 | $2.9M | 44k | 66.42 | |
Coca-Cola Company (KO) | 0.5 | $2.9M | 51k | 56.01 | |
Vanguard S&p 500 Etf idx (VOO) | 0.5 | $2.9M | 8.7k | 328.35 | |
RPM International (RPM) | 0.4 | $2.8M | 33k | 83.30 | |
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $2.8M | 32k | 87.20 | |
Quanta Services (PWR) | 0.4 | $2.8M | 22k | 127.41 | |
Pepsi (PEP) | 0.4 | $2.8M | 17k | 163.25 | |
Tesla Motors (TSLA) | 0.4 | $2.7M | 10k | 265.23 | |
First Trust Global Tactical etp (FTGC) | 0.4 | $2.7M | 107k | 25.34 | |
Paychex (PAYX) | 0.4 | $2.6M | 23k | 112.20 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $2.6M | 62k | 41.99 | |
Proshares Tr S&p 500 Aristo (NOBL) | 0.4 | $2.6M | 32k | 79.95 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.4 | $2.5M | 9.5k | 267.23 | |
iShares Russell 2000 Index (IWM) | 0.4 | $2.5M | 15k | 164.91 | |
Abbvie (ABBV) | 0.4 | $2.4M | 18k | 134.20 | |
Citigroup (C) | 0.4 | $2.4M | 58k | 41.67 | |
Westrock (WRK) | 0.4 | $2.4M | 78k | 30.89 | |
Enbridge (ENB) | 0.4 | $2.4M | 64k | 37.27 | |
Leidos Holdings (LDOS) | 0.4 | $2.4M | 27k | 87.46 | |
Gilead Sciences (GILD) | 0.4 | $2.4M | 38k | 61.70 | |
Vanguard Health Care ETF (VHT) | 0.4 | $2.3M | 11k | 223.69 | |
Johnson & Johnson (JNJ) | 0.4 | $2.3M | 14k | 163.37 | |
iShares S&P MidCap 400 Index (IJH) | 0.4 | $2.3M | 11k | 219.24 | |
Jacobs Engineering Group (J) | 0.4 | $2.2M | 21k | 108.49 | |
Walt Disney Company (DIS) | 0.4 | $2.2M | 24k | 94.35 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.4 | $2.2M | 18k | 121.76 | |
Nucor Corporation (NUE) | 0.4 | $2.2M | 20k | 107.01 | |
Fidelity National Information Services (FIS) | 0.4 | $2.2M | 29k | 75.57 | |
Timken Company (TKR) | 0.4 | $2.2M | 37k | 59.04 | |
Williams Companies (WMB) | 0.3 | $2.1M | 74k | 28.63 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.3 | $2.1M | 23k | 90.00 | |
Lowe's Companies (LOW) | 0.3 | $2.1M | 11k | 187.78 | |
Cardinal Health (CAH) | 0.3 | $2.0M | 31k | 66.68 | |
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL) | 0.3 | $2.0M | 52k | 39.06 | |
Jabil Circuit (JBL) | 0.3 | $2.0M | 35k | 57.71 | |
Citizens Financial (CFG) | 0.3 | $2.0M | 57k | 34.37 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.3 | $2.0M | 57k | 34.49 | |
salesforce (CRM) | 0.3 | $2.0M | 14k | 143.83 | |
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) | 0.3 | $1.9M | 23k | 83.70 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $1.9M | 31k | 62.14 | |
Genuine Parts Company (GPC) | 0.3 | $1.9M | 13k | 149.32 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.3 | $1.9M | 35k | 54.22 | |
Garmin (GRMN) | 0.3 | $1.9M | 23k | 80.30 | |
American States Water Company (AWR) | 0.3 | $1.9M | 24k | 77.94 | |
General Mills (GIS) | 0.3 | $1.9M | 24k | 76.62 | |
SPDR S&P Dividend (SDY) | 0.3 | $1.8M | 16k | 111.51 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 0.3 | $1.8M | 72k | 24.75 | |
Mosaic (MOS) | 0.3 | $1.7M | 36k | 48.33 | |
McDonald's Corporation (MCD) | 0.3 | $1.7M | 7.5k | 230.73 | |
Quest Diagnostics Incorporated (DGX) | 0.3 | $1.7M | 14k | 122.69 | |
DTE Energy Company (DTE) | 0.3 | $1.7M | 15k | 115.06 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $1.7M | 5.5k | 307.31 | |
Vanguard High Dividend Yield ETF (VYM) | 0.3 | $1.7M | 18k | 94.90 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.3 | $1.6M | 32k | 50.15 | |
Realty Income (O) | 0.3 | $1.6M | 28k | 58.21 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $1.6M | 14k | 112.56 | |
First Tr Exhcange Traded Fd smid risng etf (SDVY) | 0.3 | $1.6M | 68k | 23.13 | |
Abbott Laboratories (ABT) | 0.3 | $1.6M | 16k | 96.77 | |
Digital Realty Trust (DLR) | 0.3 | $1.5M | 16k | 99.15 | |
Valley National Ban (VLY) | 0.2 | $1.5M | 142k | 10.80 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $1.5M | 16k | 96.15 | |
Nextera Energy (NEE) | 0.2 | $1.5M | 19k | 78.42 | |
Procter & Gamble Company (PG) | 0.2 | $1.5M | 12k | 126.27 | |
Union Pacific Corporation (UNP) | 0.2 | $1.5M | 7.5k | 194.86 | |
Old Republic International Corporation (ORI) | 0.2 | $1.4M | 69k | 20.93 | |
Kraft Heinz (KHC) | 0.2 | $1.4M | 43k | 33.34 | |
Hewlett Packard Enterprise (HPE) | 0.2 | $1.4M | 118k | 11.98 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $1.4M | 13k | 107.20 | |
Vanguard Growth ETF (VUG) | 0.2 | $1.4M | 6.5k | 214.00 | |
Invesco Exchange Traded Fd T russel 200 gwt (SPGP) | 0.2 | $1.4M | 19k | 74.83 | |
Anthem (ELV) | 0.2 | $1.4M | 3.0k | 454.15 | |
Umpqua Holdings Corporation | 0.2 | $1.3M | 78k | 17.08 | |
Fnf (FNF) | 0.2 | $1.3M | 35k | 36.21 | |
Philip Morris International (PM) | 0.2 | $1.3M | 15k | 83.01 | |
Vanguard Value ETF (VTV) | 0.2 | $1.2M | 10k | 123.47 | |
Pacer Fds Tr us cash cows 100 (COWZ) | 0.2 | $1.2M | 30k | 41.02 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $1.2M | 15k | 82.48 | |
Black Hills Corporation (BKH) | 0.2 | $1.2M | 18k | 67.75 | |
First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) | 0.2 | $1.2M | 28k | 43.55 | |
H&E Equipment Services (HEES) | 0.2 | $1.2M | 43k | 28.35 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $1.2M | 27k | 44.37 | |
Cigna Corp (CI) | 0.2 | $1.2M | 4.3k | 277.46 | |
Estee Lauder Companies (EL) | 0.2 | $1.2M | 5.4k | 215.90 | |
National Fuel Gas (NFG) | 0.2 | $1.2M | 19k | 61.55 | |
First Tr Exchange Traded Fd cmn (FCTR) | 0.2 | $1.2M | 44k | 26.16 | |
Qualcomm (QCOM) | 0.2 | $1.1M | 10k | 113.02 | |
Horizon Therapeutics | 0.2 | $1.1M | 18k | 61.88 | |
Cal-Maine Foods (CALM) | 0.2 | $1.1M | 20k | 55.57 | |
Avnet (AVT) | 0.2 | $1.1M | 31k | 36.11 | |
Essential Utils (WTRG) | 0.2 | $1.1M | 27k | 41.40 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.2 | $1.1M | 14k | 80.30 | |
Snap-on Incorporated (SNA) | 0.2 | $1.1M | 5.4k | 201.44 | |
Fifth Third Ban (FITB) | 0.2 | $1.1M | 34k | 31.95 | |
Essex Property Trust (ESS) | 0.2 | $1.1M | 4.5k | 242.23 | |
Murphy Oil Corporation (MUR) | 0.2 | $1.1M | 31k | 35.18 | |
Apartment Income Reit Corp (AIRC) | 0.2 | $1.1M | 28k | 38.63 | |
Flowers Foods (FLO) | 0.2 | $1.0M | 42k | 24.69 | |
Omni (OMC) | 0.2 | $1.0M | 16k | 63.11 | |
Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | 12k | 87.28 | |
Automatic Data Processing (ADP) | 0.2 | $1.0M | 4.5k | 226.13 | |
Wal-Mart Stores (WMT) | 0.2 | $992k | 7.6k | 129.71 | |
Hologic (HOLX) | 0.2 | $990k | 15k | 64.50 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $984k | 9.4k | 104.49 | |
Allete (ALE) | 0.2 | $978k | 20k | 50.04 | |
Best Buy (BBY) | 0.2 | $972k | 15k | 63.33 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $965k | 2.4k | 401.58 | |
Vanguard Russell 1000 Value Et (VONV) | 0.2 | $938k | 16k | 59.68 | |
Caterpillar (CAT) | 0.2 | $934k | 5.7k | 164.09 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.2 | $927k | 26k | 35.88 | |
AFLAC Incorporated (AFL) | 0.1 | $922k | 16k | 56.19 | |
Ishares Tr core strm usbd (ISTB) | 0.1 | $919k | 20k | 46.10 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $913k | 5.4k | 170.53 | |
Eli Lilly & Co. (LLY) | 0.1 | $908k | 2.8k | 323.25 | |
Allstate Corporation (ALL) | 0.1 | $896k | 7.2k | 124.55 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $885k | 9.2k | 96.01 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $853k | 8.2k | 103.99 | |
Microport Scientific Corp (MCRPF) | 0.1 | $843k | 505k | 1.67 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $839k | 22k | 37.79 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $822k | 23k | 36.47 | |
First Busey Corp Class A Common (BUSE) | 0.1 | $798k | 36k | 21.98 | |
Chevron Corporation (CVX) | 0.1 | $795k | 5.5k | 143.71 | |
Visa (V) | 0.1 | $770k | 4.3k | 177.62 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $755k | 18k | 42.36 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $725k | 2.4k | 303.35 | |
Illinois Tool Works (ITW) | 0.1 | $723k | 4.0k | 180.70 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $717k | 12k | 60.54 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $705k | 5.5k | 129.00 | |
iShares Russell 3000 Value Index (IUSV) | 0.1 | $693k | 11k | 62.63 | |
Moody's Corporation (MCO) | 0.1 | $690k | 2.8k | 242.96 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $687k | 3.3k | 210.35 | |
iShares Russell 1000 Index (IWB) | 0.1 | $685k | 3.5k | 197.18 | |
Mondelez Int (MDLZ) | 0.1 | $680k | 12k | 54.82 | |
Altria (MO) | 0.1 | $675k | 17k | 40.38 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $658k | 12k | 55.83 | |
SPDR Gold Trust (GLD) | 0.1 | $658k | 4.3k | 154.57 | |
BP (BP) | 0.1 | $657k | 23k | 28.55 | |
Oracle Corporation (ORCL) | 0.1 | $654k | 11k | 61.08 | |
Verizon Communications (VZ) | 0.1 | $652k | 17k | 37.97 | |
Charles Schwab Corporation (SCHW) | 0.1 | $647k | 9.0k | 71.92 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $635k | 2.2k | 287.33 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $633k | 9.2k | 68.52 | |
Goldman Sachs Etf Tr activebeta eme (GEM) | 0.1 | $626k | 24k | 25.82 | |
Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.1 | $604k | 9.6k | 62.92 | |
iShares Dow Jones US Healthcare (IYH) | 0.1 | $598k | 2.4k | 252.85 | |
Becton, Dickinson and (BDX) | 0.1 | $591k | 2.7k | 222.77 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 0.1 | $577k | 13k | 44.08 | |
AutoZone (AZO) | 0.1 | $576k | 269.00 | 2141.26 | |
Vanguard REIT ETF (VNQ) | 0.1 | $569k | 7.1k | 80.13 | |
Bsco etf (BSCO) | 0.1 | $569k | 28k | 20.40 | |
Bristol Myers Squibb (BMY) | 0.1 | $559k | 7.9k | 71.05 | |
Constellation Brands (STZ) | 0.1 | $556k | 2.4k | 229.66 | |
At&t (T) | 0.1 | $550k | 36k | 15.35 | |
Medifast (MED) | 0.1 | $548k | 5.1k | 108.39 | |
Danaher Corporation (DHR) | 0.1 | $544k | 2.1k | 258.31 | |
Energy Select Sector SPDR (XLE) | 0.1 | $544k | 7.6k | 72.03 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $544k | 3.3k | 163.61 | |
Novo Nordisk A/S (NVO) | 0.1 | $520k | 5.2k | 99.54 | |
Colgate-Palmolive Company (CL) | 0.1 | $500k | 7.1k | 70.20 | |
Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $493k | 7.4k | 67.07 | |
iShares FTSE NAREIT Resi Plus Capp (REZ) | 0.1 | $493k | 6.9k | 71.84 | |
First Trust Large Cap Core Alp Fnd (FEX) | 0.1 | $489k | 6.8k | 72.23 | |
Ishares Tr msci usavalfct (VLUE) | 0.1 | $481k | 5.9k | 81.87 | |
State Street Corporation (STT) | 0.1 | $480k | 7.9k | 60.76 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $478k | 3.3k | 143.33 | |
Ishares Tr rus200 grw idx (IWY) | 0.1 | $473k | 4.0k | 119.38 | |
iShares S&P 500 Index (IVV) | 0.1 | $470k | 1.3k | 358.23 | |
Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.1 | $470k | 10k | 47.17 | |
Southern Company (SO) | 0.1 | $467k | 6.9k | 67.94 | |
ConocoPhillips (COP) | 0.1 | $464k | 4.5k | 102.38 | |
Ishares Tr rus200 idx etf (IWL) | 0.1 | $461k | 5.4k | 84.91 | |
AstraZeneca (AZN) | 0.1 | $458k | 8.3k | 54.88 | |
Marathon Petroleum Corp (MPC) | 0.1 | $440k | 4.4k | 99.26 | |
Starbucks Corporation (SBUX) | 0.1 | $438k | 5.2k | 84.26 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $438k | 12k | 36.36 | |
First Solar (FSLR) | 0.1 | $432k | 3.3k | 132.19 | |
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.1 | $431k | 22k | 19.92 | |
Invesco Actively Managd Etf total return (GTO) | 0.1 | $431k | 9.5k | 45.58 | |
Travelers Companies (TRV) | 0.1 | $427k | 2.8k | 153.05 | |
Unilever (UL) | 0.1 | $426k | 9.7k | 43.89 | |
Crown Castle Intl (CCI) | 0.1 | $426k | 2.9k | 144.65 | |
Materials SPDR (XLB) | 0.1 | $423k | 6.2k | 68.00 | |
Cisco Systems (CSCO) | 0.1 | $417k | 10k | 40.04 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.1 | $417k | 12k | 33.50 | |
Choice Hotels International (CHH) | 0.1 | $416k | 3.8k | 109.47 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.1 | $416k | 7.5k | 55.32 | |
Cummins (CMI) | 0.1 | $409k | 2.0k | 203.48 | |
Vanguard Scottsdale Fds cmn (VTHR) | 0.1 | $400k | 2.5k | 160.97 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $397k | 2.0k | 195.18 | |
Honeywell International (HON) | 0.1 | $394k | 2.4k | 167.16 | |
Health Care SPDR (XLV) | 0.1 | $390k | 3.2k | 121.16 | |
wisdomtreetrusdivd.. (DGRW) | 0.1 | $381k | 7.1k | 53.97 | |
Global Payments (GPN) | 0.1 | $375k | 3.5k | 108.07 | |
Equinor Asa (EQNR) | 0.1 | $373k | 11k | 33.10 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $365k | 7.3k | 49.80 | |
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) | 0.1 | $355k | 7.3k | 48.76 | |
United Parcel Service (UPS) | 0.1 | $350k | 2.2k | 161.51 | |
T Rowe Price Etf (TDVG) | 0.1 | $346k | 12k | 28.45 | |
Truist Financial Corp equities (TFC) | 0.1 | $346k | 7.9k | 43.58 | |
Duke Energy (DUK) | 0.1 | $345k | 3.7k | 92.92 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $344k | 3.4k | 102.53 | |
International Business Machines (IBM) | 0.1 | $343k | 2.9k | 118.64 | |
Technology SPDR (XLK) | 0.1 | $338k | 2.8k | 118.68 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $338k | 4.5k | 74.91 | |
Waste Management (WM) | 0.1 | $336k | 2.1k | 160.15 | |
Diageo (DEO) | 0.1 | $329k | 1.9k | 169.68 | |
Raytheon Technologies Corp (RTX) | 0.1 | $327k | 4.0k | 81.93 | |
3M Company (MMM) | 0.1 | $327k | 3.0k | 110.47 | |
Walgreen Boots Alliance (WBA) | 0.1 | $326k | 10k | 31.39 | |
Eaton (ETN) | 0.1 | $319k | 2.4k | 133.53 | |
Norfolk Southern (NSC) | 0.1 | $317k | 1.5k | 209.79 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.1 | $316k | 2.5k | 124.26 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.1 | $316k | 2.4k | 131.94 | |
Industrial SPDR (XLI) | 0.1 | $314k | 3.8k | 82.85 | |
Infosys Technologies (INFY) | 0.1 | $310k | 18k | 16.98 | |
Intel Corporation (INTC) | 0.0 | $308k | 12k | 25.80 | |
Avis Budget (CAR) | 0.0 | $306k | 2.1k | 148.54 | |
Masco Corporation (MAS) | 0.0 | $305k | 6.5k | 46.65 | |
Amgen (AMGN) | 0.0 | $305k | 1.4k | 225.26 | |
Laboratory Corp. of America Holdings | 0.0 | $304k | 1.5k | 204.71 | |
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.0 | $298k | 6.5k | 45.96 | |
Emerson Electric (EMR) | 0.0 | $298k | 4.1k | 73.11 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $297k | 3.7k | 81.35 | |
Lockheed Martin Corporation (LMT) | 0.0 | $297k | 769.00 | 386.22 | |
L3harris Technologies (LHX) | 0.0 | $296k | 1.4k | 207.72 | |
Prudential Financial (PRU) | 0.0 | $295k | 3.4k | 85.68 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $293k | 3.3k | 87.59 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $291k | 1.7k | 171.18 | |
Air Products & Chemicals (APD) | 0.0 | $289k | 1.2k | 232.50 | |
Novartis (NVS) | 0.0 | $287k | 3.8k | 75.97 | |
Northrop Grumman Corporation (NOC) | 0.0 | $283k | 601.00 | 470.88 | |
PacWest Ban | 0.0 | $276k | 12k | 22.60 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $271k | 1.6k | 174.50 | |
Coca Cola European Partners (CCEP) | 0.0 | $271k | 6.4k | 42.56 | |
Bank of America Corporation (BAC) | 0.0 | $268k | 8.9k | 30.23 | |
Eversource Energy (ES) | 0.0 | $267k | 3.4k | 77.82 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $267k | 972.00 | 274.69 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $264k | 4.9k | 53.75 | |
Applied Materials (AMAT) | 0.0 | $262k | 3.2k | 82.05 | |
WD-40 Company (WDFC) | 0.0 | $262k | 1.5k | 175.96 | |
Proshares Tr mdcp 400 divid (REGL) | 0.0 | $260k | 4.0k | 64.47 | |
Target Corporation (TGT) | 0.0 | $258k | 1.7k | 148.36 | |
Ameren Corporation (AEE) | 0.0 | $257k | 3.2k | 80.41 | |
Arrow Electronics (ARW) | 0.0 | $254k | 2.8k | 92.36 | |
Hormel Foods Corporation (HRL) | 0.0 | $248k | 5.5k | 45.50 | |
Yum! Brands (YUM) | 0.0 | $248k | 2.3k | 106.16 | |
Albemarle Corporation (ALB) | 0.0 | $247k | 935.00 | 264.17 | |
Ishares Tr msci usa smlcp (SMLF) | 0.0 | $246k | 5.5k | 44.69 | |
GSK (GSK) | 0.0 | $245k | 8.3k | 29.38 | |
American Electric Power Company (AEP) | 0.0 | $244k | 2.8k | 86.43 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $243k | 1.8k | 136.13 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $242k | 1.9k | 127.37 | |
Advanced Micro Devices (AMD) | 0.0 | $241k | 3.8k | 63.34 | |
Flexshares Tr qualt divd idx (QDF) | 0.0 | $238k | 5.0k | 47.22 | |
DFA Tax-Managed US Marketwide Value II (DFUV) | 0.0 | $236k | 8.0k | 29.57 | |
National Grid (NGG) | 0.0 | $235k | 4.6k | 51.56 | |
Cibc Cad (CM) | 0.0 | $234k | 5.3k | 43.75 | |
BHP Billiton (BHP) | 0.0 | $230k | 4.6k | 50.09 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $230k | 2.1k | 107.43 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $228k | 9.2k | 24.87 | |
SPDR S&P Emerging Markets (SPEM) | 0.0 | $226k | 7.3k | 31.09 | |
Financial Select Sector SPDR (XLF) | 0.0 | $226k | 7.5k | 30.30 | |
Tri-Continental Corporation (TY) | 0.0 | $225k | 8.8k | 25.55 | |
Oshkosh Corporation (OSK) | 0.0 | $225k | 3.2k | 70.31 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $225k | 2.8k | 79.65 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $224k | 5.0k | 45.13 | |
Packaging Corporation of America (PKG) | 0.0 | $222k | 2.0k | 112.12 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $220k | 3.9k | 55.95 | |
Linde | 0.0 | $218k | 810.00 | 269.14 | |
Edwards Lifesciences (EW) | 0.0 | $216k | 2.6k | 82.57 | |
Morgan Stanley (MS) | 0.0 | $215k | 2.7k | 79.04 | |
Sun Life Financial (SLF) | 0.0 | $214k | 5.4k | 39.73 | |
Pacer Fds Tr globl high etf (GCOW) | 0.0 | $211k | 7.9k | 26.75 | |
PNC Financial Services (PNC) | 0.0 | $211k | 1.4k | 149.65 | |
Celanese Corporation (CE) | 0.0 | $210k | 2.3k | 90.13 | |
Monster Beverage Corp (MNST) | 0.0 | $206k | 2.4k | 86.92 | |
Rio Tinto (RIO) | 0.0 | $204k | 3.7k | 55.18 | |
Moderna (MRNA) | 0.0 | $204k | 1.7k | 118.19 | |
Ball Corporation (BALL) | 0.0 | $202k | 4.2k | 48.28 | |
Apartment Invt & Mgmt (AIV) | 0.0 | $201k | 28k | 7.28 | |
CSX Corporation (CSX) | 0.0 | $200k | 7.5k | 26.63 | |
Ford Motor Company (F) | 0.0 | $189k | 17k | 11.23 | |
Kronos Worldwide (KRO) | 0.0 | $178k | 19k | 9.33 | |
Mowi Asa (MHGVY) | 0.0 | $171k | 14k | 12.71 | |
Gerdau SA (GGB) | 0.0 | $171k | 38k | 4.51 | |
Vodafone Group New Adr F (VOD) | 0.0 | $170k | 15k | 11.30 | |
Takeda Pharmaceutical (TAK) | 0.0 | $167k | 13k | 12.97 | |
Eaton Vance Municipal Income Trust (EVN) | 0.0 | $162k | 17k | 9.77 | |
Volvo Ab (VLVLY) | 0.0 | $162k | 12k | 14.05 | |
Ping An Insurance (PNGAY) | 0.0 | $158k | 16k | 9.92 | |
Ubs Group (UBS) | 0.0 | $150k | 10k | 14.47 | |
Mitsubishi UFJ Financial (MUFG) | 0.0 | $140k | 31k | 4.49 | |
Isuzu Mtrs (ISUZY) | 0.0 | $131k | 12k | 11.04 | |
Amyris | 0.0 | $31k | 11k | 2.97 | |
Debt Resolve | 0.0 | $0 | 100k | 0.00 |