Cozad Asset Management as of June 30, 2024
Portfolio Holdings for Cozad Asset Management
Cozad Asset Management holds 397 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.6 | $37M | 173k | 210.62 | |
NVIDIA Corporation (NVDA) | 2.9 | $29M | 238k | 123.54 | |
Vanguard Total Stock Market ETF (VTI) | 2.7 | $27M | 102k | 267.51 | |
Microsoft Corporation (MSFT) | 2.5 | $25M | 56k | 446.95 | |
Broadcom (AVGO) | 2.1 | $21M | 13k | 1605.53 | |
Amazon (AMZN) | 2.0 | $20M | 102k | 193.25 | |
Alphabet Inc Class A cs (GOOGL) | 1.9 | $20M | 107k | 182.15 | |
Lam Research Corporation (LRCX) | 1.7 | $17M | 16k | 1064.85 | |
Costco Wholesale Corporation (COST) | 1.6 | $16M | 18k | 849.99 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.5 | $15M | 84k | 182.55 | |
Vanguard Mega Cap 300 Index (MGC) | 1.5 | $15M | 76k | 197.29 | |
Chipotle Mexican Grill (CMG) | 1.5 | $15M | 238k | 62.65 | |
Schwab Strategic Tr us dividend eq (SCHD) | 1.4 | $14M | 185k | 77.76 | |
Eli Lilly & Co. (LLY) | 1.4 | $14M | 16k | 905.37 | |
United Rentals (URI) | 1.4 | $14M | 21k | 646.73 | |
Invesco Exchange W&p 500 Qualit equities (SPHQ) | 1.3 | $13M | 209k | 63.54 | |
MasterCard Incorporated (MA) | 1.2 | $12M | 28k | 441.16 | |
Blackstone Group Inc Com Cl A (BX) | 1.2 | $12M | 99k | 123.80 | |
Asml Holding (ASML) | 1.2 | $12M | 12k | 1022.73 | |
Facebook Inc cl a (META) | 1.2 | $12M | 23k | 504.22 | |
UnitedHealth (UNH) | 1.1 | $11M | 22k | 509.26 | |
Microchip Technology (MCHP) | 1.1 | $11M | 118k | 91.50 | |
Hca Holdings (HCA) | 1.0 | $10M | 31k | 321.28 | |
Owens Corning (OC) | 1.0 | $9.9M | 57k | 173.72 | |
Pacer Fds Tr us cash cows 100 (COWZ) | 1.0 | $9.6M | 177k | 54.49 | |
Goldman Sachs Etf Tr (GSLC) | 1.0 | $9.6M | 89k | 106.95 | |
First Busey Corp Class A Common (BUSE) | 0.9 | $9.1M | 375k | 24.21 | |
Flextronics International Ltd Com Stk (FLEX) | 0.9 | $9.0M | 304k | 29.49 | |
Home Depot (HD) | 0.9 | $8.6M | 25k | 344.24 | |
Fiserv (FI) | 0.8 | $8.5M | 57k | 149.04 | |
Vanguard Scottsdale Fds cmn (VONE) | 0.8 | $8.4M | 34k | 246.07 | |
Archer Daniels Midland Company (ADM) | 0.8 | $8.0M | 132k | 60.45 | |
Vanguard Mid-Cap ETF (VO) | 0.8 | $7.9M | 33k | 242.10 | |
Invesco Exchange Traded Fd T russel 200 gwt (SPGP) | 0.7 | $7.1M | 69k | 102.78 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $6.7M | 14k | 479.13 | |
Intercontinental Exchange (ICE) | 0.7 | $6.7M | 49k | 136.89 | |
Vanguard Admiral Fds Inc equity (VOOG) | 0.7 | $6.6M | 20k | 333.44 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $6.6M | 12k | 544.24 | |
Interactive Brokers (IBKR) | 0.6 | $6.3M | 51k | 122.60 | |
Cheniere Energy (LNG) | 0.6 | $6.2M | 35k | 174.83 | |
Nxp Semiconductors N V (NXPI) | 0.6 | $6.1M | 23k | 269.09 | |
Vanguard S&p 500 Etf idx (VOO) | 0.6 | $6.1M | 12k | 500.13 | |
Thermo Fisher Scientific (TMO) | 0.6 | $6.1M | 11k | 553.00 | |
Vanguard Small-Cap ETF (VB) | 0.6 | $5.8M | 27k | 218.04 | |
Phillips 66 (PSX) | 0.6 | $5.7M | 40k | 141.17 | |
First Trust Morningstar Divid Ledr (FDL) | 0.6 | $5.7M | 149k | 37.93 | |
Berkshire Hathaway (BRK.B) | 0.6 | $5.6M | 14k | 406.80 | |
Merck & Co (MRK) | 0.5 | $5.3M | 43k | 123.80 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $5.3M | 50k | 106.66 | |
Proshares Tr S&p 500 Aristo (NOBL) | 0.5 | $5.2M | 54k | 96.13 | |
Jabil Circuit (JBL) | 0.5 | $5.2M | 48k | 108.79 | |
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL) | 0.5 | $5.2M | 99k | 52.49 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.5 | $5.2M | 27k | 194.87 | |
J P Morgan Exchange Traded F (JPEF) | 0.5 | $4.9M | 79k | 62.36 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.5 | $4.8M | 98k | 48.74 | |
iShares Russell 3000 Index (IWV) | 0.4 | $4.5M | 15k | 308.67 | |
Metropcs Communications (TMUS) | 0.4 | $4.5M | 25k | 176.18 | |
Sherwin-Williams Company (SHW) | 0.4 | $4.3M | 14k | 298.43 | |
Universal Health Services (UHS) | 0.4 | $4.2M | 23k | 184.93 | |
First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.4 | $4.2M | 77k | 54.75 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.4 | $4.2M | 45k | 93.81 | |
Ishares Tr usa min vo (USMV) | 0.4 | $4.1M | 49k | 83.96 | |
Quanta Services (PWR) | 0.4 | $4.1M | 16k | 254.09 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.4 | $4.1M | 63k | 64.95 | |
Ishares Tr rus200 grw idx (IWY) | 0.4 | $4.1M | 19k | 214.52 | |
Garmin (GRMN) | 0.4 | $3.9M | 24k | 162.92 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $3.9M | 61k | 62.87 | |
Global Payments (GPN) | 0.4 | $3.8M | 39k | 96.70 | |
Wal-Mart Stores (WMT) | 0.4 | $3.7M | 55k | 67.71 | |
salesforce (CRM) | 0.4 | $3.7M | 14k | 257.10 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $3.6M | 3.5k | 1051.03 | |
Pacer Fds Tr pacer us small (CALF) | 0.4 | $3.6M | 83k | 43.56 | |
iShares S&P MidCap 400 Index (IJH) | 0.4 | $3.6M | 61k | 58.52 | |
Vanguard Growth ETF (VUG) | 0.3 | $3.5M | 9.4k | 374.00 | |
Coca-Cola Company (KO) | 0.3 | $3.4M | 54k | 63.65 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.3 | $3.3M | 82k | 40.75 | |
Wp Carey (WPC) | 0.3 | $3.3M | 61k | 55.05 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 0.3 | $3.3M | 99k | 33.65 | |
Expedia (EXPE) | 0.3 | $3.3M | 26k | 125.99 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $3.3M | 18k | 183.42 | |
Abbvie (ABBV) | 0.3 | $3.3M | 19k | 171.52 | |
Cardinal Health (CAH) | 0.3 | $3.3M | 33k | 98.32 | |
RPM International (RPM) | 0.3 | $3.3M | 30k | 107.68 | |
Digital Realty Trust (DLR) | 0.3 | $3.2M | 21k | 152.05 | |
Capital Group Growth Etf (CGGR) | 0.3 | $3.2M | 98k | 32.89 | |
AstraZeneca (AZN) | 0.3 | $3.2M | 41k | 77.99 | |
Hilton Worldwide Holdings (HLT) | 0.3 | $3.2M | 15k | 218.20 | |
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) | 0.3 | $3.2M | 26k | 123.29 | |
Fidelity Bond Etf (FBND) | 0.3 | $3.1M | 68k | 44.93 | |
Hewlett Packard Enterprise (HPE) | 0.3 | $3.0M | 143k | 21.17 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $3.0M | 5.2k | 576.57 | |
Novo Nordisk A/S (NVO) | 0.3 | $3.0M | 21k | 142.74 | |
Paychex (PAYX) | 0.3 | $2.9M | 25k | 118.56 | |
Pepsi (PEP) | 0.3 | $2.9M | 18k | 164.93 | |
First Trust DB Strateg Val Idx Fnd (FTCS) | 0.3 | $2.8M | 34k | 84.04 | |
Ishares Tr msci usa smlcp (SMLF) | 0.3 | $2.8M | 46k | 61.21 | |
Dick's Sporting Goods (DKS) | 0.3 | $2.8M | 13k | 214.85 | |
Nucor Corporation (NUE) | 0.3 | $2.8M | 18k | 158.08 | |
Avnet (AVT) | 0.3 | $2.8M | 54k | 51.49 | |
Timken Company (TKR) | 0.3 | $2.7M | 33k | 80.13 | |
Williams Companies (WMB) | 0.3 | $2.6M | 62k | 42.50 | |
Old Republic International Corporation (ORI) | 0.3 | $2.6M | 85k | 30.90 | |
iShares Russell 2000 Index (IWM) | 0.3 | $2.6M | 13k | 202.89 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $2.5M | 12k | 202.26 | |
Snap-on Incorporated (SNA) | 0.2 | $2.4M | 9.4k | 261.39 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $2.4M | 30k | 81.08 | |
Vanguard Health Care ETF (VHT) | 0.2 | $2.4M | 9.2k | 266.00 | |
Best Buy (BBY) | 0.2 | $2.4M | 29k | 84.29 | |
Caterpillar (CAT) | 0.2 | $2.4M | 7.1k | 333.09 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $2.3M | 19k | 118.60 | |
First Tr Exhcange Traded Fd smid risng etf (SDVY) | 0.2 | $2.3M | 68k | 33.38 | |
McDonald's Corporation (MCD) | 0.2 | $2.3M | 8.9k | 254.84 | |
Procter & Gamble Company (PG) | 0.2 | $2.2M | 14k | 164.92 | |
Omni (OMC) | 0.2 | $2.2M | 24k | 89.70 | |
Essex Property Trust (ESS) | 0.2 | $2.1M | 7.8k | 272.20 | |
SPDR S&P Dividend (SDY) | 0.2 | $2.1M | 17k | 127.18 | |
Johnson & Johnson (JNJ) | 0.2 | $2.1M | 14k | 146.16 | |
Saia (SAIA) | 0.2 | $2.1M | 4.4k | 474.29 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.2 | $2.0M | 41k | 50.47 | |
Nortonlifelock (GEN) | 0.2 | $2.0M | 81k | 24.98 | |
Graphic Packaging Holding Company (GPK) | 0.2 | $2.0M | 77k | 26.21 | |
Palo Alto Networks (PANW) | 0.2 | $2.0M | 5.9k | 339.01 | |
General Mills (GIS) | 0.2 | $2.0M | 32k | 63.26 | |
Corning Incorporated (GLW) | 0.2 | $2.0M | 51k | 38.85 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $2.0M | 22k | 89.72 | |
American States Water Company (AWR) | 0.2 | $2.0M | 27k | 72.57 | |
Key (KEY) | 0.2 | $1.9M | 137k | 14.21 | |
MGIC Investment (MTG) | 0.2 | $1.9M | 90k | 21.55 | |
Illinois Tool Works (ITW) | 0.2 | $1.9M | 8.1k | 236.95 | |
Enbridge (ENB) | 0.2 | $1.9M | 54k | 35.57 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $1.9M | 11k | 173.81 | |
S&p Global (SPGI) | 0.2 | $1.9M | 4.2k | 446.00 | |
Target Corporation (TGT) | 0.2 | $1.8M | 12k | 148.04 | |
H&E Equipment Services (HEES) | 0.2 | $1.8M | 41k | 44.17 | |
Genuine Parts Company (GPC) | 0.2 | $1.8M | 13k | 138.32 | |
Terex Corporation (TEX) | 0.2 | $1.8M | 32k | 54.84 | |
Eaton (ETN) | 0.2 | $1.7M | 5.5k | 313.55 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $1.7M | 14k | 120.98 | |
Abbott Laboratories (ABT) | 0.2 | $1.7M | 17k | 103.91 | |
Cal-Maine Foods (CALM) | 0.2 | $1.7M | 28k | 61.11 | |
International Paper Company (IP) | 0.2 | $1.7M | 39k | 43.15 | |
Capital Southwest Corporation (CSWC) | 0.2 | $1.7M | 65k | 26.09 | |
Pacer Fds Tr fund (ICOW) | 0.2 | $1.7M | 55k | 30.36 | |
Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | 14k | 115.12 | |
International Business Machines (IBM) | 0.2 | $1.6M | 9.4k | 172.95 | |
M&T Bank Corporation (MTB) | 0.2 | $1.6M | 11k | 151.36 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.2 | $1.6M | 15k | 108.53 | |
Deere & Company (DE) | 0.2 | $1.6M | 4.3k | 373.63 | |
Allete (ALE) | 0.2 | $1.6M | 25k | 62.35 | |
Civitas Resources (CIVI) | 0.2 | $1.6M | 23k | 69.00 | |
Alliant Energy Corporation (LNT) | 0.2 | $1.6M | 31k | 50.90 | |
Essent (ESNT) | 0.2 | $1.5M | 28k | 56.19 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.5M | 26k | 58.64 | |
First Trust ISE Water Index Fund (FIW) | 0.1 | $1.5M | 15k | 99.98 | |
Micron Technology (MU) | 0.1 | $1.5M | 11k | 131.53 | |
National Fuel Gas (NFG) | 0.1 | $1.4M | 27k | 54.19 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $1.4M | 3.7k | 391.13 | |
Oracle Corporation (ORCL) | 0.1 | $1.4M | 10k | 141.20 | |
Mosaic (MOS) | 0.1 | $1.4M | 49k | 28.90 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $1.4M | 8.1k | 170.76 | |
Philip Morris International (PM) | 0.1 | $1.4M | 14k | 101.33 | |
Visa (V) | 0.1 | $1.4M | 5.3k | 262.47 | |
Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.1 | $1.4M | 42k | 33.00 | |
Agnc Invt Corp Com reit (AGNC) | 0.1 | $1.3M | 140k | 9.54 | |
Automatic Data Processing (ADP) | 0.1 | $1.3M | 5.6k | 238.69 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.1 | $1.3M | 15k | 86.61 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $1.3M | 2.4k | 535.08 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $1.3M | 8.5k | 150.43 | |
Pfizer (PFE) | 0.1 | $1.2M | 44k | 27.98 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $1.2M | 5.3k | 229.57 | |
AFLAC Incorporated (AFL) | 0.1 | $1.2M | 14k | 89.31 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $1.2M | 7.9k | 152.30 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $1.2M | 12k | 100.84 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.2M | 13k | 90.19 | |
Delta Air Lines (DAL) | 0.1 | $1.1M | 24k | 47.44 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.1 | $1.1M | 25k | 45.59 | |
Nextera Energy (NEE) | 0.1 | $1.1M | 16k | 70.81 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.1M | 2.0k | 547.12 | |
Cisco Systems (CSCO) | 0.1 | $1.1M | 23k | 47.51 | |
Vanguard Value ETF (VTV) | 0.1 | $1.1M | 6.8k | 160.42 | |
Apollo Global Mgmt (APO) | 0.1 | $1.1M | 9.1k | 118.07 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.1M | 17k | 64.25 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.0M | 9.2k | 113.46 | |
T Rowe Price Etf (TDVG) | 0.1 | $1.0M | 27k | 38.50 | |
Vanguard Russell 1000 Value Et (VONV) | 0.1 | $1.0M | 13k | 76.57 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.0M | 2.8k | 364.51 | |
Chevron Corporation (CVX) | 0.1 | $1.0M | 6.4k | 156.41 | |
Black Hills Corporation (BKH) | 0.1 | $990k | 18k | 54.38 | |
Advanced Micro Devices (AMD) | 0.1 | $983k | 6.1k | 162.21 | |
iShares Russell 3000 Value Index (IUSV) | 0.1 | $975k | 11k | 88.13 | |
iShares Russell 1000 Index (IWB) | 0.1 | $968k | 3.3k | 297.52 | |
Cummins (CMI) | 0.1 | $940k | 3.4k | 276.93 | |
SPDR S&P Emerging Markets (SPEM) | 0.1 | $934k | 25k | 37.67 | |
BP (BP) | 0.1 | $911k | 25k | 36.10 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $902k | 19k | 47.45 | |
Tesla Motors (TSLA) | 0.1 | $883k | 4.5k | 197.88 | |
Nushares Etf Tr a (NULG) | 0.1 | $876k | 11k | 81.16 | |
First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) | 0.1 | $869k | 20k | 43.05 | |
J P Morgan Exchange-traded F (JEPI) | 0.1 | $865k | 15k | 56.68 | |
Leidos Holdings (LDOS) | 0.1 | $857k | 5.9k | 145.88 | |
AmerisourceBergen (COR) | 0.1 | $843k | 3.7k | 225.30 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $830k | 3.3k | 249.62 | |
First Tr Exchng Traded Fd Vi (BUFR) | 0.1 | $828k | 29k | 28.92 | |
Proshares Tr mdcp 400 divid (REGL) | 0.1 | $827k | 11k | 73.61 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $825k | 11k | 77.83 | |
Honeywell International (HON) | 0.1 | $813k | 3.8k | 213.54 | |
Applied Materials (AMAT) | 0.1 | $798k | 3.4k | 235.99 | |
SPDR Gold Trust (GLD) | 0.1 | $798k | 3.7k | 215.01 | |
First Trust Large Cap Core Alp Fnd (FEX) | 0.1 | $795k | 8.2k | 96.99 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $782k | 6.5k | 120.73 | |
Linde (LIN) | 0.1 | $768k | 1.8k | 438.81 | |
Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.1 | $765k | 7.9k | 96.62 | |
Mondelez Int (MDLZ) | 0.1 | $749k | 12k | 65.44 | |
Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.1 | $747k | 11k | 65.58 | |
Ishares Tr rus200 idx etf (IWL) | 0.1 | $736k | 5.5k | 133.95 | |
iShares Dow Jones US Healthcare (IYH) | 0.1 | $729k | 12k | 61.27 | |
Lowe's Companies (LOW) | 0.1 | $725k | 3.3k | 220.46 | |
Union Pacific Corporation (UNP) | 0.1 | $721k | 3.2k | 226.26 | |
American Express Company (AXP) | 0.1 | $713k | 3.1k | 231.55 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $711k | 11k | 67.56 | |
Energy Select Sector SPDR (XLE) | 0.1 | $711k | 7.8k | 91.15 | |
Marathon Petroleum Corp (MPC) | 0.1 | $705k | 4.1k | 173.48 | |
Waste Management (WM) | 0.1 | $694k | 3.3k | 213.34 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $675k | 15k | 43.76 | |
ConocoPhillips (COP) | 0.1 | $663k | 5.8k | 114.39 | |
Altria (MO) | 0.1 | $648k | 14k | 45.55 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $647k | 3.5k | 182.53 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $634k | 2.5k | 250.16 | |
Pacer Fds Tr globl high etf (GCOW) | 0.1 | $631k | 19k | 33.72 | |
Rio Tinto (RIO) | 0.1 | $626k | 9.5k | 65.93 | |
Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $625k | 6.8k | 92.62 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.1 | $616k | 3.5k | 175.78 | |
Berkshire Hathaway (BRK.A) | 0.1 | $612k | 1.00 | 612241.00 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.1 | $609k | 8.4k | 72.75 | |
Becton, Dickinson and (BDX) | 0.1 | $598k | 2.6k | 233.71 | |
Gilead Sciences (GILD) | 0.1 | $596k | 8.7k | 68.61 | |
Vanguard Scottsdale Fds cmn (VTHR) | 0.1 | $595k | 2.5k | 239.60 | |
CVS Caremark Corporation (CVS) | 0.1 | $594k | 10k | 59.06 | |
Netflix (NFLX) | 0.1 | $593k | 879.00 | 674.88 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $588k | 6.0k | 97.26 | |
Walt Disney Company (DIS) | 0.1 | $587k | 5.9k | 99.29 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $586k | 8.1k | 72.18 | |
Corteva (CTVA) | 0.1 | $575k | 11k | 53.94 | |
Technology SPDR (XLK) | 0.1 | $574k | 2.5k | 226.23 | |
Unilever (UL) | 0.1 | $561k | 10k | 54.99 | |
Colgate-Palmolive Company (CL) | 0.1 | $559k | 5.8k | 97.04 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $556k | 11k | 49.42 | |
Janus Detroit Str Tr (JAAA) | 0.1 | $548k | 11k | 50.88 | |
Vanguard REIT ETF (VNQ) | 0.1 | $546k | 6.5k | 83.75 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 0.1 | $540k | 12k | 45.71 | |
Charles Schwab Corporation (SCHW) | 0.1 | $538k | 7.3k | 73.69 | |
Intel Corporation (INTC) | 0.1 | $531k | 17k | 30.97 | |
Travelers Companies (TRV) | 0.1 | $530k | 2.6k | 203.34 | |
Constellation Brands (STZ) | 0.1 | $529k | 2.1k | 257.28 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 0.1 | $522k | 9.5k | 55.04 | |
Danaher Corporation (DHR) | 0.1 | $518k | 2.1k | 249.85 | |
Fifth Third Ban (FITB) | 0.1 | $512k | 14k | 36.49 | |
Amgen (AMGN) | 0.1 | $511k | 1.6k | 312.45 | |
At&t (T) | 0.0 | $499k | 26k | 19.11 | |
MercadoLibre (MELI) | 0.0 | $493k | 300.00 | 1643.40 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $484k | 16k | 30.46 | |
Uber Technologies (UBER) | 0.0 | $481k | 6.6k | 72.68 | |
First Trust Global Tactical etp (FTGC) | 0.0 | $479k | 20k | 23.91 | |
Raytheon Technologies Corp (RTX) | 0.0 | $478k | 4.8k | 100.39 | |
Anthem (ELV) | 0.0 | $471k | 870.00 | 541.60 | |
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.0 | $471k | 4.9k | 96.88 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $471k | 1.5k | 314.21 | |
Seagate Technology (STX) | 0.0 | $467k | 4.5k | 103.27 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $461k | 829.00 | 555.54 | |
Everest Re Group (EG) | 0.0 | $459k | 1.2k | 381.02 | |
Moody's Corporation (MCO) | 0.0 | $455k | 1.1k | 420.93 | |
American Centy Etf Tr avantis emgmkt (AVEM) | 0.0 | $452k | 7.4k | 61.09 | |
Emerson Electric (EMR) | 0.0 | $451k | 4.1k | 110.15 | |
Bank of America Corporation (BAC) | 0.0 | $444k | 11k | 39.77 | |
Masco Corporation (MAS) | 0.0 | $436k | 6.5k | 66.67 | |
Industrial SPDR (XLI) | 0.0 | $426k | 3.5k | 121.87 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $422k | 900.00 | 468.72 | |
Verizon Communications (VZ) | 0.0 | $418k | 10k | 41.24 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $417k | 7.3k | 57.29 | |
Qualcomm (QCOM) | 0.0 | $416k | 2.1k | 199.18 | |
Coca Cola European Partners (CCEP) | 0.0 | $416k | 5.7k | 72.87 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $410k | 1.6k | 259.31 | |
Lockheed Martin Corporation (LMT) | 0.0 | $406k | 870.00 | 467.10 | |
First Solar (FSLR) | 0.0 | $401k | 1.8k | 225.46 | |
Southern Company (SO) | 0.0 | $397k | 5.1k | 77.57 | |
Ishares Bitcoin Tr (IBIT) | 0.0 | $392k | 12k | 34.14 | |
Sprott Physical Gold Trust (PHYS) | 0.0 | $388k | 22k | 18.06 | |
Air Products & Chemicals (APD) | 0.0 | $380k | 1.5k | 258.05 | |
Bsco etf (BSCO) | 0.0 | $375k | 18k | 21.06 | |
Motorola Solutions (MSI) | 0.0 | $372k | 963.00 | 386.05 | |
DFA Tax-Managed US Marketwide Value II (DFUV) | 0.0 | $370k | 9.4k | 39.27 | |
Farmland Partners (FPI) | 0.0 | $364k | 32k | 11.53 | |
iShares FTSE NAREIT Resi Plus Capp (REZ) | 0.0 | $364k | 4.7k | 76.99 | |
Microport Scientific Corp (MCRPF) | 0.0 | $360k | 505k | 0.71 | |
Wright Express (WEX) | 0.0 | $358k | 2.0k | 177.14 | |
Infosys Technologies (INFY) | 0.0 | $358k | 19k | 18.62 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $358k | 3.4k | 106.55 | |
Goldman Sachs Etf Tr activebeta eme (GEM) | 0.0 | $357k | 11k | 32.67 | |
Ameren Corporation (AEE) | 0.0 | $350k | 4.9k | 71.12 | |
Health Care SPDR (XLV) | 0.0 | $348k | 2.4k | 145.75 | |
Booking Holdings (BKNG) | 0.0 | $345k | 87.00 | 3961.51 | |
Materials SPDR (XLB) | 0.0 | $342k | 3.9k | 88.31 | |
Abb (ABBNY) | 0.0 | $339k | 6.1k | 55.71 | |
Frontline (FRO) | 0.0 | $334k | 13k | 25.76 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $333k | 1.9k | 174.47 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $333k | 2.2k | 153.99 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $329k | 3.6k | 92.54 | |
Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $329k | 5.9k | 55.50 | |
Analog Devices (ADI) | 0.0 | $326k | 1.4k | 228.26 | |
Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $323k | 844.00 | 383.19 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $321k | 1.9k | 168.79 | |
Equinor Asa (EQNR) | 0.0 | $320k | 11k | 28.56 | |
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) | 0.0 | $319k | 6.2k | 51.06 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $307k | 3.9k | 78.33 | |
Northrop Grumman Corporation (NOC) | 0.0 | $307k | 703.00 | 435.95 | |
WD-40 Company (WDFC) | 0.0 | $305k | 1.4k | 219.64 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $302k | 5.5k | 54.92 | |
Dow (DOW) | 0.0 | $301k | 5.7k | 53.05 | |
Yum! Brands (YUM) | 0.0 | $301k | 2.3k | 132.46 | |
Pacer Fds Tr cash cows etf (HERD) | 0.0 | $300k | 8.1k | 37.17 | |
Norfolk Southern (NSC) | 0.0 | $296k | 1.4k | 214.69 | |
Stryker Corporation (SYK) | 0.0 | $295k | 867.00 | 340.25 | |
wisdomtreetrusdivd.. (DGRW) | 0.0 | $291k | 3.7k | 78.05 | |
United Microelectronics (UMC) | 0.0 | $288k | 33k | 8.76 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $286k | 3.3k | 87.74 | |
Arista Networks (ANET) | 0.0 | $285k | 813.00 | 350.48 | |
Servicenow (NOW) | 0.0 | $281k | 357.00 | 786.67 | |
Mitsubishi UFJ Financial (MUFG) | 0.0 | $280k | 26k | 10.80 | |
American Tower Reit (AMT) | 0.0 | $277k | 1.4k | 194.38 | |
United Parcel Service (UPS) | 0.0 | $275k | 2.0k | 136.85 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $273k | 3.8k | 72.05 | |
Capital Group Core Equity Et (CGUS) | 0.0 | $272k | 8.4k | 32.25 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $269k | 3.2k | 83.85 | |
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.0 | $266k | 13k | 20.45 | |
Discover Financial Services (DFS) | 0.0 | $266k | 2.0k | 130.81 | |
Sun Life Financial (SLF) | 0.0 | $265k | 5.4k | 48.99 | |
General Dynamics Corporation (GD) | 0.0 | $264k | 909.00 | 290.14 | |
Duke Energy (DUK) | 0.0 | $262k | 2.6k | 100.23 | |
Realty Income (O) | 0.0 | $255k | 4.8k | 52.82 | |
GSK (GSK) | 0.0 | $254k | 6.6k | 38.50 | |
National Grid (NGG) | 0.0 | $254k | 4.5k | 56.80 | |
Bristol Myers Squibb (BMY) | 0.0 | $253k | 6.1k | 41.53 | |
Swiss Re (SSREY) | 0.0 | $253k | 8.1k | 31.07 | |
CSX Corporation (CSX) | 0.0 | $253k | 7.6k | 33.45 | |
Siemens (SIEGY) | 0.0 | $251k | 2.7k | 93.25 | |
Volvo Ab (VLVLY) | 0.0 | $251k | 9.8k | 25.49 | |
BHP Billiton (BHP) | 0.0 | $250k | 4.4k | 57.09 | |
Novartis (NVS) | 0.0 | $246k | 2.3k | 106.46 | |
Ubs Group (UBS) | 0.0 | $245k | 8.3k | 29.54 | |
Centene Corporation (CNC) | 0.0 | $242k | 3.7k | 66.30 | |
Edwards Lifesciences (EW) | 0.0 | $242k | 2.6k | 92.37 | |
American Centy Etf Tr stoxx us qlty (QGRO) | 0.0 | $241k | 2.8k | 85.98 | |
Autodesk (ADSK) | 0.0 | $240k | 970.00 | 247.45 | |
Rli (RLI) | 0.0 | $240k | 1.7k | 140.69 | |
3M Company (MMM) | 0.0 | $239k | 2.3k | 102.19 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $238k | 2.0k | 118.81 | |
Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $237k | 2.4k | 99.11 | |
FedEx Corporation (FDX) | 0.0 | $232k | 774.00 | 299.84 | |
Eversource Energy (ES) | 0.0 | $231k | 4.1k | 56.71 | |
Wells Fargo & Company (WFC) | 0.0 | $231k | 3.9k | 59.39 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $230k | 2.1k | 110.35 | |
Ball Corporation (BALL) | 0.0 | $230k | 3.8k | 60.02 | |
General Electric (GE) | 0.0 | $223k | 1.4k | 158.97 | |
Ab Active Etfs (YEAR) | 0.0 | $223k | 4.4k | 50.52 | |
AutoZone (AZO) | 0.0 | $222k | 75.00 | 2964.11 | |
DaVita (DVA) | 0.0 | $222k | 1.6k | 138.57 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $220k | 15k | 14.49 | |
Onto Innovation (ONTO) | 0.0 | $220k | 1.0k | 219.56 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.0 | $218k | 4.9k | 44.43 | |
Valero Energy Corporation (VLO) | 0.0 | $218k | 1.4k | 156.76 | |
Total (TTE) | 0.0 | $218k | 3.3k | 66.68 | |
Comcast Corporation (CMCSA) | 0.0 | $217k | 5.5k | 39.16 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $217k | 4.1k | 53.13 | |
First Trust DJ Internet Index Fund (FDN) | 0.0 | $216k | 1.1k | 204.94 | |
Global X Fds s&p 500 catholic (CATH) | 0.0 | $216k | 3.3k | 65.40 | |
Yara International ASA (YARIY) | 0.0 | $214k | 15k | 14.49 | |
Prudential Financial (PRU) | 0.0 | $212k | 1.8k | 117.19 | |
Ferrari Nv Ord (RACE) | 0.0 | $212k | 520.00 | 407.96 | |
Regions Financial Corporation (RF) | 0.0 | $210k | 11k | 20.04 | |
Veolia Environnement (VEOEY) | 0.0 | $210k | 14k | 14.97 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $209k | 1.5k | 138.20 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $209k | 1.4k | 150.50 | |
Mowi Asa (MHGVY) | 0.0 | $208k | 13k | 16.59 | |
Casey's General Stores (CASY) | 0.0 | $206k | 541.00 | 381.56 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $203k | 2.5k | 80.13 | |
Boeing Company (BA) | 0.0 | $202k | 1.1k | 182.01 | |
PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 0.0 | $200k | 3.8k | 52.06 | |
D First Tr Exchange-traded (FPE) | 0.0 | $178k | 10k | 17.36 | |
Eaton Vance Municipal Income Trust (EVN) | 0.0 | $172k | 17k | 10.35 | |
Bb Seguridade (BBSEY) | 0.0 | $163k | 27k | 5.97 | |
Vodafone Group New Adr F (VOD) | 0.0 | $162k | 18k | 8.87 | |
Isuzu Mtrs (ISUZY) | 0.0 | $153k | 12k | 13.31 | |
Barings Bdc (BBDC) | 0.0 | $135k | 14k | 9.73 | |
Takeda Pharmaceutical (TAK) | 0.0 | $132k | 10k | 12.94 | |
Gerdau SA (GGB) | 0.0 | $106k | 32k | 3.30 | |
Ping An Insurance (PNGAY) | 0.0 | $101k | 11k | 9.07 | |
Amyris | 0.0 | $20.900000 | 11k | 0.00 |