Financial Counselors

Financial Counselors as of March 31, 2024

Portfolio Holdings for Financial Counselors

Financial Counselors holds 569 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.8 $287M 681k 420.72
Apple (AAPL) 4.0 $239M 1.4M 171.48
Vanguard Index Fds Eetf (VO) 3.3 $194M 778k 249.86
NVIDIA Corporation (NVDA) 2.7 $158M 175k 903.56
Amazon (AMZN) 2.5 $148M 823k 180.38
Alphabet Inc Class A cs (GOOGL) 1.8 $106M 699k 150.93
Dimensional Etf Trust Eetf (DFAS) 1.6 $93M 1.5M 62.34
JPMorgan Chase & Co. (JPM) 1.5 $92M 457k 200.30
Abbvie (ABBV) 1.4 $84M 464k 182.10
Merck & Co (MRK) 1.3 $77M 586k 131.95
Berkshire Hathaway (BRK.B) 1.3 $77M 183k 420.52
UnitedHealth (UNH) 1.2 $72M 145k 494.70
Broadcom (AVGO) 1.1 $67M 51k 1325.41
Costco Wholesale Corporation (COST) 1.1 $64M 87k 732.63
Alphabet Inc Class C cs (GOOG) 1.1 $64M 417k 152.26
Visa (V) 1.1 $63M 225k 279.08
Union Pacific Corporation (UNP) 1.0 $62M 253k 245.93
Pepsi (PEP) 1.0 $61M 347k 175.01
Eaton (ETN) 1.0 $61M 193k 312.68
Spdr S&p 500 Etf Tr Eetf (SPY) 1.0 $59M 113k 523.07
Caterpillar (CAT) 1.0 $59M 161k 366.43
Procter & Gamble Company (PG) 0.9 $56M 347k 162.25
Exxon Mobil Corporation (XOM) 0.9 $56M 484k 116.24
Wal-Mart Stores (WMT) 0.9 $56M 928k 60.17
Vanguard Tax-managed Fds Ietf (VEA) 0.9 $56M 1.1M 50.17
Home Depot (HD) 0.9 $54M 141k 383.60
Cisco Systems (CSCO) 0.9 $54M 1.1M 49.91
Facebook Inc cl a (META) 0.9 $54M 111k 485.58
McDonald's Corporation (MCD) 0.9 $53M 188k 281.95
Ameriprise Financial (AMP) 0.9 $53M 121k 438.44
Chubb (CB) 0.9 $51M 195k 259.13
Vanguard Index Fds Aetf (VNQ) 0.8 $50M 578k 86.48
Chevron Corporation (CVX) 0.8 $48M 306k 157.74
Williams Companies (WMB) 0.8 $48M 1.2M 38.97
salesforce (CRM) 0.8 $47M 157k 301.18
Schwab Strategic Tr Eetf (SCHG) 0.8 $47M 503k 92.72
Schwab Strategic Tr Eetf (SCHV) 0.8 $46M 609k 75.98
Raytheon Technologies Corp (RTX) 0.8 $46M 472k 97.53
Thermo Fisher Scientific (TMO) 0.8 $46M 79k 581.21
Vanguard Index Fds Eetf (VOO) 0.7 $44M 91k 480.70
Schwab Strategic Tr Fetf (SCHO) 0.7 $42M 863k 48.21
Eli Lilly & Co. (LLY) 0.7 $41M 53k 777.96
Walt Disney Company (DIS) 0.7 $41M 334k 122.36
Qualcomm (QCOM) 0.7 $40M 236k 169.30
Ishares Tr Eetf (IVV) 0.7 $40M 75k 525.73
ConocoPhillips (COP) 0.7 $39M 310k 127.28
Ishares Tr Eetf (IWF) 0.6 $39M 114k 337.05
Spdr S&p Midcap 400 Etf Tr Eetf (MDY) 0.6 $36M 65k 556.40
Ishares Ietf (IEMG) 0.6 $35M 675k 51.60
Dow (DOW) 0.6 $35M 597k 57.93
Honeywell International (HON) 0.6 $34M 165k 205.25
Starbucks Corporation (SBUX) 0.6 $33M 358k 91.39
Vanguard Bd Index Fds Fetf (BIV) 0.5 $31M 416k 75.40
Booking Holdings (BKNG) 0.5 $31M 8.6k 3627.88
Tesla Motors (TSLA) 0.5 $31M 176k 175.79
Northrop Grumman Corporation (NOC) 0.5 $31M 65k 478.66
Philip Morris International (PM) 0.5 $31M 336k 91.62
Ishares Tr Eetf (IJR) 0.5 $30M 269k 110.52
Johnson & Johnson (JNJ) 0.5 $29M 183k 158.19
Ishares Tr Ietf (IEFA) 0.5 $28M 377k 74.22
Adobe Systems Incorporated (ADBE) 0.5 $28M 55k 504.60
Paypal Holdings (PYPL) 0.5 $28M 412k 66.99
Danaher Corporation (DHR) 0.5 $28M 110k 249.72
Ecolab (ECL) 0.5 $27M 116k 230.90
Verizon Communications (VZ) 0.4 $26M 615k 41.96
Target Corporation (TGT) 0.4 $26M 146k 177.21
American Tower Reit (AMT) 0.4 $25M 128k 197.59
Emerson Electric (EMR) 0.4 $25M 220k 113.42
Enbridge (ENB) 0.4 $25M 688k 36.18
Novartis (NVS) 0.4 $25M 257k 96.73
Lockheed Martin Corporation (LMT) 0.4 $23M 51k 454.87
Vanguard Index Fds Eetf (VTI) 0.4 $23M 88k 259.90
Travelers Companies (TRV) 0.4 $22M 97k 230.14
Applied Materials (AMAT) 0.4 $22M 105k 206.23
Te Connectivity Ltd for 0.3 $21M 143k 145.24
PNC Financial Services (PNC) 0.3 $21M 128k 161.60
Ishares Tr Eetf (IJH) 0.3 $21M 339k 60.74
Huntington Bancshares Incorporated (HBAN) 0.3 $20M 1.5M 13.95
Ishares Tr Eetf (IWD) 0.3 $20M 113k 179.11
Amgen (AMGN) 0.3 $20M 70k 284.32
Waste Management (WM) 0.3 $20M 93k 213.15
Medtronic (MDT) 0.3 $20M 227k 87.15
Coca-Cola Company (KO) 0.3 $19M 314k 61.18
Charles Schwab Corporation (SCHW) 0.3 $19M 261k 72.34
Digital Realty Trust (DLR) 0.3 $19M 130k 144.04
Technology SPDR (XLK) 0.3 $18M 87k 208.27
U.S. Bancorp (USB) 0.3 $18M 404k 44.70
Servicenow (NOW) 0.3 $18M 23k 762.40
Southern Company (SO) 0.3 $18M 243k 71.74
Deere & Company (DE) 0.3 $17M 42k 410.74
Allstate Corporation (ALL) 0.3 $17M 100k 173.01
Entergy Corporation (ETR) 0.3 $17M 159k 105.68
Curtiss-Wright (CW) 0.3 $16M 62k 255.94
United Parcel Service (UPS) 0.3 $16M 107k 148.63
Duke Energy (DUK) 0.3 $16M 164k 96.71
Crown Castle Intl (CCI) 0.3 $16M 150k 105.83
Booz Allen Hamilton Holding Corporation (BAH) 0.3 $16M 105k 148.44
Prudential Financial (PRU) 0.3 $15M 131k 117.40
Spdr Ser Tr Eetf (SDY) 0.3 $15M 115k 131.24
Casey's General Stores (CASY) 0.3 $15M 47k 318.45
LKQ Corporation (LKQ) 0.3 $15M 280k 53.41
Intuitive Surgical (ISRG) 0.2 $15M 37k 399.09
Lowe's Companies (LOW) 0.2 $15M 57k 254.73
Cintas Corporation (CTAS) 0.2 $15M 21k 687.03
Schlumberger (SLB) 0.2 $14M 259k 54.81
Pinnacle West Capital Corporation (PNW) 0.2 $14M 188k 74.73
Synopsys (SNPS) 0.2 $14M 25k 571.50
Prologis (PLD) 0.2 $14M 107k 130.22
Quest Diagnostics Incorporated (DGX) 0.2 $14M 105k 133.11
Netflix (NFLX) 0.2 $14M 23k 607.33
Fortive (FTV) 0.2 $14M 160k 86.02
Regions Financial Corporation (RF) 0.2 $13M 637k 21.04
Air Products & Chemicals (APD) 0.2 $13M 54k 242.27
Church & Dwight (CHD) 0.2 $13M 125k 104.31
Canadian Pacific Kansas City (CP) 0.2 $13M 147k 88.17
Stryker Corporation (SYK) 0.2 $13M 36k 357.87
Ishares Tr Ietf (EFA) 0.2 $13M 157k 79.86
CSX Corporation (CSX) 0.2 $13M 338k 37.07
Sonoco Products Company (SON) 0.2 $13M 215k 57.84
Vanguard Index Fds Eetf (VUG) 0.2 $12M 36k 344.20
Hillenbrand (HI) 0.2 $12M 244k 50.29
Schwab Strategic Tr Eetf (SCHD) 0.2 $12M 151k 80.63
Hormel Foods Corporation (HRL) 0.2 $12M 348k 34.89
Chipotle Mexican Grill (CMG) 0.2 $12M 4.1k 2906.77
J P Morgan Exchange Traded F Aetf (JEPI) 0.2 $12M 207k 57.86
Truist Financial Corp equities (TFC) 0.2 $12M 305k 38.98
Vanguard Intl Equity Index F Ietf (VWO) 0.2 $12M 281k 41.77
International Business Machines (IBM) 0.2 $12M 61k 190.96
Intuit (INTU) 0.2 $12M 18k 650.00
Spdr Ser Tr Aetf (PSK) 0.2 $11M 322k 34.87
Avery Dennison Corporation (AVY) 0.2 $11M 50k 223.25
Laboratory Corp. of America Holdings 0.2 $11M 51k 218.46
Zoetis Inc Cl A (ZTS) 0.2 $11M 64k 169.21
Ford Motor Company (F) 0.2 $11M 801k 13.28
Intel Corporation (INTC) 0.2 $11M 240k 44.17
Fifth Third Ban (FITB) 0.2 $10M 278k 37.21
Corning Incorporated (GLW) 0.2 $10M 313k 32.96
Lam Research Corporation 0.2 $10M 11k 971.57
Magna Intl Inc cl a (MGA) 0.2 $9.9M 182k 54.48
U Haul Holding Company Ser N (UHAL.B) 0.2 $9.7M 146k 66.68
H&R Block (HRB) 0.2 $9.5M 194k 49.11
Viacomcbs (PARA) 0.2 $9.5M 808k 11.77
Dominion Resources (D) 0.2 $9.4M 191k 49.19
Progressive Corporation (PGR) 0.2 $9.3M 45k 206.82
Commerce Bancshares (CBSH) 0.1 $8.8M 166k 53.20
Tc Energy Corp (TRP) 0.1 $8.4M 209k 40.20
Pfizer (PFE) 0.1 $8.4M 303k 27.75
Sherwin-Williams Company (SHW) 0.1 $8.3M 24k 347.33
Ishares Tr Eetf (IWM) 0.1 $8.1M 39k 210.30
Schwab Strategic Tr Eetf (SCHA) 0.1 $7.9M 161k 49.24
Copart (CPRT) 0.1 $7.9M 137k 57.92
Bristol Myers Squibb (BMY) 0.1 $7.9M 146k 54.23
Palo Alto Networks (PANW) 0.1 $7.9M 28k 284.13
Kkr & Co (KKR) 0.1 $7.7M 76k 100.58
CVS Caremark Corporation (CVS) 0.1 $7.5M 94k 79.76
McCormick & Company, Incorporated (MKC) 0.1 $7.3M 95k 76.81
Old Dominion Freight Line (ODFL) 0.1 $7.3M 33k 219.31
Dentsply Sirona (XRAY) 0.1 $7.3M 219k 33.19
Vanguard Index Fds Eetf (VBR) 0.1 $7.2M 38k 191.88
Morgan Stanley (MS) 0.1 $7.2M 76k 94.16
Vanguard Index Fds Eetf (VOE) 0.1 $6.8M 44k 155.91
Lincoln Electric Holdings (LECO) 0.1 $6.7M 26k 255.44
Lululemon Athletica (LULU) 0.1 $6.7M 17k 390.65
Constellation Brands (STZ) 0.1 $6.6M 24k 271.76
Hasbro (HAS) 0.1 $6.6M 117k 56.52
Accenture (ACN) 0.1 $6.6M 19k 346.61
GSK (GSK) 0.1 $6.5M 152k 42.87
Vanguard Index Fds Eetf (VOT) 0.1 $6.5M 28k 235.79
Asml Holding (ASML) 0.1 $6.5M 6.7k 970.47
Amphenol Corporation (APH) 0.1 $6.3M 55k 115.35
Berkshire Hathaway (BRK.A) 0.1 $6.3M 10.00 634440.00
Vanguard Index Fds Eetf (VB) 0.1 $6.3M 28k 228.59
Spdr Ser Tr Eetf (SLYV) 0.1 $6.3M 76k 82.97
British American Tobac (BTI) 0.1 $6.1M 201k 30.50
Abbott Laboratories (ABT) 0.1 $6.1M 54k 113.66
Indexiq Active Etf Tr Fetf (MMIT) 0.1 $6.0M 246k 24.39
Monolithic Power Systems (MPWR) 0.1 $5.9M 8.8k 677.42
Ishares Gold Tr Aetf (IAU) 0.1 $5.8M 137k 42.01
Charles River Laboratories (CRL) 0.1 $5.7M 21k 270.95
General Electric (GE) 0.1 $5.7M 33k 175.53
American Electric Power Company (AEP) 0.1 $5.7M 66k 86.10
Fidelity National Information Services (FIS) 0.1 $5.6M 76k 74.18
Trade Desk (TTD) 0.1 $5.6M 64k 87.42
Dimensional Etf Trust Eetf (DFAC) 0.1 $5.4M 168k 31.95
Worthington Industries (WOR) 0.1 $5.2M 84k 62.23
Health Care SPDR (XLV) 0.1 $5.0M 34k 147.73
Ishares Tr Ietf (IDEV) 0.1 $4.9M 74k 67.13
Spdr Ser Tr Eetf (SPSM) 0.1 $4.9M 114k 43.04
Industrial SPDR (XLI) 0.1 $4.9M 39k 125.96
Shopify Inc cl a (SHOP) 0.1 $4.8M 63k 77.17
Fox Corp (FOXA) 0.1 $4.8M 153k 31.27
MasterCard Incorporated (MA) 0.1 $4.7M 9.9k 481.57
Ishares Tr Fetf (GVI) 0.1 $4.7M 45k 103.98
S&p Global (SPGI) 0.1 $4.7M 11k 425.45
Vanguard Index Fds Eetf (VTV) 0.1 $4.7M 29k 162.86
Consumer Discretionary SPDR (XLY) 0.1 $4.6M 25k 183.89
Kimberly-Clark Corporation (KMB) 0.1 $4.5M 35k 129.35
West Pharmaceutical Services (WST) 0.1 $4.5M 11k 395.71
Spdr Ser Tr Eetf (SPLG) 0.1 $4.5M 74k 61.53
Financial Select Sector SPDR (XLF) 0.1 $4.5M 106k 42.12
Paychex (PAYX) 0.1 $4.5M 36k 122.80
Draftkings (DKNG) 0.1 $4.3M 95k 45.41
Msci (MSCI) 0.1 $4.2M 7.5k 560.45
Datadog Inc Cl A (DDOG) 0.1 $4.0M 33k 123.60
Wisdomtree Tr Eetf (DON) 0.1 $4.0M 83k 48.77
General Mills (GIS) 0.1 $4.0M 57k 69.97
International Paper Company (IP) 0.1 $3.9M 101k 39.02
Spdr Gold Tr Aetf (GLD) 0.1 $3.9M 19k 205.72
Vanguard Whitehall Fds Eetf (VYM) 0.1 $3.8M 32k 120.99
Fortrea Hldgs (FTRE) 0.1 $3.8M 95k 40.14
Evergy (EVRG) 0.1 $3.7M 70k 53.38
Ishares Tr Eetf (IJJ) 0.1 $3.7M 31k 118.29
Ishares Tr Eetf (IWO) 0.1 $3.6M 13k 270.80
Ishares Tr Eetf (IWN) 0.1 $3.5M 22k 158.81
Invesco Qqq Tr Eetf (QQQ) 0.1 $3.5M 7.8k 444.01
Genuine Parts Company (GPC) 0.1 $3.4M 22k 154.93
Oracle Corporation (ORCL) 0.1 $3.4M 27k 125.61
Illinois Tool Works (ITW) 0.1 $3.4M 13k 268.33
Ishares Tr Fetf (MUB) 0.1 $3.3M 31k 107.60
Nike (NKE) 0.1 $3.2M 34k 93.98
UMB Financial Corporation (UMBF) 0.1 $3.2M 37k 86.99
Ishares Tr Eetf (IJK) 0.1 $3.1M 34k 91.25
Phillips 66 (PSX) 0.1 $3.1M 19k 163.34
Worthington Stl (WS) 0.1 $3.0M 84k 35.85
Black Hills Corporation (BKH) 0.1 $3.0M 55k 54.60
Ishares Tr Fetf (AGG) 0.0 $3.0M 30k 97.94
iShares Dow Jones US Technology (IYW) 0.0 $3.0M 22k 135.06
Schwab Strategic Tr us reit etf (SCHH) 0.0 $2.9M 145k 20.30
Automatic Data Processing (ADP) 0.0 $2.9M 12k 249.74
TJX Companies (TJX) 0.0 $2.9M 29k 101.42
Spdr Index Shs Fds Ietf (CWI) 0.0 $2.9M 102k 28.40
Pool Corporation (POOL) 0.0 $2.9M 7.1k 403.50
Newmont Mining Corporation (NEM) 0.0 $2.8M 79k 35.84
Consumer Staples Select Sect. SPDR (XLP) 0.0 $2.8M 37k 76.36
Boeing Company (BA) 0.0 $2.8M 15k 192.99
International Flavors & Fragrances (IFF) 0.0 $2.8M 33k 85.99
3M Company (MMM) 0.0 $2.8M 26k 106.07
Mondelez Int (MDLZ) 0.0 $2.8M 40k 70.00
Koninklijke Philips Electronics NV (PHG) 0.0 $2.7M 137k 20.00
Schwab Strategic Tr Eetf (SCHX) 0.0 $2.7M 43k 62.06
United Rentals (URI) 0.0 $2.7M 3.7k 721.11
Wisdomtree Tr Eetf (DES) 0.0 $2.6M 81k 32.68
Nextera Energy (NEE) 0.0 $2.6M 41k 63.91
California Water Service (CWT) 0.0 $2.6M 57k 46.48
Atlassian Corporation Cl A (TEAM) 0.0 $2.6M 13k 195.11
Ishares Tr Eetf (IJS) 0.0 $2.6M 25k 102.76
Ishares Tr Eetf (IVW) 0.0 $2.6M 31k 84.44
Constellation Energy (CEG) 0.0 $2.5M 13k 184.85
Bank of America Corporation (BAC) 0.0 $2.4M 65k 37.92
Ishares Tr Eetf (IUSG) 0.0 $2.4M 21k 117.21
Lamb Weston Hldgs (LW) 0.0 $2.4M 23k 106.53
STMicroelectronics (STM) 0.0 $2.4M 56k 43.24
Ishares Tr Eetf (DVY) 0.0 $2.4M 19k 123.18
Vanguard Specialized Funds Eetf (VIG) 0.0 $2.4M 13k 182.61
Ishares Tr Eetf (IWP) 0.0 $2.3M 20k 114.14
Hess (HES) 0.0 $2.3M 15k 152.64
Exelon Corporation (EXC) 0.0 $2.3M 61k 37.57
BlackRock 0.0 $2.3M 2.7k 833.70
Energy Select Sector SPDR (XLE) 0.0 $2.3M 24k 94.41
Materials SPDR (XLB) 0.0 $2.2M 24k 92.89
FirstEnergy (FE) 0.0 $2.2M 56k 38.62
Corteva (CTVA) 0.0 $2.1M 37k 57.67
Vanguard Index Fds Eetf (VBK) 0.0 $2.1M 8.2k 260.72
Ishares Tr Eetf (IWS) 0.0 $2.1M 17k 125.33
Ishares Tr Fetf (MBB) 0.0 $2.1M 23k 92.42
Boston Beer Company (SAM) 0.0 $2.0M 6.6k 304.42
Darden Restaurants (DRI) 0.0 $2.0M 12k 167.15
Comcast Corporation (CMCSA) 0.0 $2.0M 45k 43.35
Taiwan Semiconductor Mfg (TSM) 0.0 $1.9M 14k 136.05
Dimensional Etf Trust Eetf (DFAT) 0.0 $1.9M 35k 54.43
Norfolk Southern (NSC) 0.0 $1.9M 7.4k 254.87
Vaneck Etf Trust Fetf (ITM) 0.0 $1.9M 40k 46.51
Vanguard Information Technology ETF (VGT) 0.0 $1.9M 3.5k 524.34
Vanguard Mun Bd Fds Fetf (VTEB) 0.0 $1.8M 36k 50.60
Ishares Tr Eetf (IWR) 0.0 $1.8M 21k 84.09
Ishares Tr Eetf (IWY) 0.0 $1.8M 9.0k 195.10
Ishares Tr Ietf (EEM) 0.0 $1.7M 43k 41.08
Colgate-Palmolive Company (CL) 0.0 $1.7M 19k 90.05
Enterprise Financial Services (EFSC) 0.0 $1.7M 43k 40.56
Ishares Tr Eetf (IVE) 0.0 $1.7M 9.0k 186.81
Ishares Tr Ietf (SCZ) 0.0 $1.7M 27k 63.33
Schwab Strategic Tr Fetf (SCHR) 0.0 $1.7M 34k 49.05
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.6M 25k 67.04
Baxter International (BAX) 0.0 $1.6M 38k 42.74
At&t (T) 0.0 $1.6M 92k 17.60
Kroger (KR) 0.0 $1.6M 28k 57.13
American Centy Etf Tr Eetf (ACLC) 0.0 $1.6M 24k 65.86
Novo Nordisk A/S (NVO) 0.0 $1.6M 12k 128.40
Ishares Tr Fetf (HYG) 0.0 $1.5M 20k 77.73
Vanguard Malvern Fds Fetf (VTIP) 0.0 $1.5M 31k 47.89
Invesco Exchange Traded Fd T Eetf (RSP) 0.0 $1.5M 8.7k 169.37
Ishares Tr Ietf (EFG) 0.0 $1.5M 14k 103.79
Ameren Corporation (AEE) 0.0 $1.5M 20k 73.96
BP (BP) 0.0 $1.4M 38k 37.68
Linde (LIN) 0.0 $1.4M 3.1k 464.32
Campbell Soup Company (CPB) 0.0 $1.4M 31k 44.45
Ishares Silver Tr Aetf (SLV) 0.0 $1.4M 61k 22.75
Texas Instruments Incorporated (TXN) 0.0 $1.4M 7.9k 174.22
SYSCO Corporation (SYY) 0.0 $1.3M 16k 81.18
O'reilly Automotive (ORLY) 0.0 $1.3M 1.2k 1128.88
Hershey Company (HSY) 0.0 $1.3M 6.6k 194.50
Invesco Exch Traded Fd Tr Ii Aetf (VRP) 0.0 $1.3M 54k 23.77
Ishares Tr Eetf (IWV) 0.0 $1.3M 4.2k 300.08
Ishares Tr Fetf (FLOT) 0.0 $1.3M 25k 51.06
Advanced Micro Devices (AMD) 0.0 $1.3M 7.0k 180.49
Ishares Tr Aetf (PFF) 0.0 $1.3M 39k 32.23
Ishares Tr Ietf (IDV) 0.0 $1.3M 45k 28.04
Vanguard Bd Index Fds Fetf (BND) 0.0 $1.2M 17k 72.63
Marathon Oil Corporation (MRO) 0.0 $1.2M 43k 28.34
American Express Company (AXP) 0.0 $1.2M 5.3k 227.69
Dupont De Nemours (DD) 0.0 $1.2M 16k 76.67
Ishares Tr Eetf (IWB) 0.0 $1.2M 4.1k 288.03
Raymond James Financial (RJF) 0.0 $1.2M 9.0k 128.42
FedEx Corporation (FDX) 0.0 $1.2M 4.0k 289.75
IDEXX Laboratories (IDXX) 0.0 $1.1M 2.1k 539.93
Unilever (UL) 0.0 $1.1M 23k 50.19
Weyerhaeuser Company (WY) 0.0 $1.1M 31k 35.91
ConAgra Foods (CAG) 0.0 $1.1M 38k 29.64
Workiva Inc equity us cm (WK) 0.0 $1.1M 13k 84.80
Johnson Controls International Plc equity (JCI) 0.0 $1.1M 17k 65.32
Anthem (ELV) 0.0 $1.1M 2.1k 518.54
Utilities SPDR (XLU) 0.0 $1.1M 16k 65.65
Ishares Tr Fetf (SHY) 0.0 $1.0M 13k 81.78
KLA-Tencor Corporation (KLAC) 0.0 $1.0M 1.5k 698.57
Dimensional Etf Trust Ietf (DFEM) 0.0 $1.0M 41k 25.49
Ishares Tr Eetf (IJT) 0.0 $1.0M 7.8k 130.73
Spdr Ser Tr Fetf (BIL) 0.0 $1.0M 11k 91.80
Vanguard Scottsdale Fds Fetf (VCSH) 0.0 $1.0M 13k 77.31
Blackstone Group Inc Com Cl A (BX) 0.0 $991k 7.5k 131.37
Ge Healthcare Technologies I (GEHC) 0.0 $963k 11k 90.91
Cme (CME) 0.0 $961k 4.5k 215.29
Grayscale Bitcoin Tr Btc Aetf (GBTC) 0.0 $960k 15k 63.17
Microchip Technology (MCHP) 0.0 $959k 11k 89.71
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $957k 3.0k 320.59
Cadence Design Systems (CDNS) 0.0 $940k 3.0k 311.28
Altria (MO) 0.0 $939k 22k 43.62
Garmin (GRMN) 0.0 $920k 6.2k 148.87
Enterprise Products Partners (EPD) 0.0 $915k 31k 29.18
Cabot Corporation (CBT) 0.0 $910k 9.9k 92.20
Adams Express Company (ADX) 0.0 $898k 46k 19.52
Ishares Msci Usa Mini Volatili Eetf (USMV) 0.0 $892k 11k 83.58
Hca Holdings (HCA) 0.0 $881k 2.6k 333.53
Wells Fargo & Company (WFC) 0.0 $881k 15k 57.96
Codorus Valley Ban (CVLY) 0.0 $865k 38k 22.76
1st Source Corporation (SRCE) 0.0 $863k 17k 52.42
Dimensional Etf Trust Ietf (DFAX) 0.0 $847k 33k 25.44
Eversource Energy (ES) 0.0 $831k 14k 59.77
Ishares Tr Eetf (HDV) 0.0 $828k 7.5k 110.21
Goldman Sachs (GS) 0.0 $827k 2.0k 417.63
Amer (UHAL) 0.0 $821k 12k 67.54
Marsh & McLennan Companies (MMC) 0.0 $821k 4.0k 205.98
Pimco Etf Tr Fetf (HYS) 0.0 $820k 8.8k 93.48
Arthur J. Gallagher & Co. (AJG) 0.0 $818k 3.3k 250.04
Clorox Company (CLX) 0.0 $818k 5.3k 153.11
Teva Pharmaceutical Industries (TEVA) 0.0 $805k 57k 14.11
Crossfirst Bankshares 0.0 $796k 58k 13.84
Equifax (EFX) 0.0 $761k 2.8k 267.52
Mplx (MPLX) 0.0 $755k 18k 41.56
Dimensional Etf Trust Eetf (DFUV) 0.0 $754k 18k 40.90
Ishares Tr Eetf (ITOT) 0.0 $748k 6.5k 115.30
Analog Devices (ADI) 0.0 $746k 3.8k 197.79
Ishares Tr Fetf (IEF) 0.0 $744k 7.9k 94.66
Snap-on Incorporated (SNA) 0.0 $735k 2.5k 296.22
Vanguard World Eetf (ESGV) 0.0 $729k 7.8k 93.19
Gilead Sciences (GILD) 0.0 $725k 9.9k 73.25
Trane Technologies (TT) 0.0 $715k 2.4k 300.20
Ishares Tr Eetf (ESGU) 0.0 $710k 6.2k 114.96
Ishares Tr Fetf (TLT) 0.0 $694k 7.3k 94.62
Ares Capital Corporation (ARCC) 0.0 $685k 33k 20.82
Vanguard Intl Equity Index F Ietf (VEU) 0.0 $682k 12k 58.65
Total (TTE) 0.0 $681k 9.9k 68.83
Vanguard Scottsdale Fds Fetf (VCIT) 0.0 $681k 8.5k 80.51
Martin Marietta Materials (MLM) 0.0 $678k 1.1k 613.94
Tetra Tech (TTEK) 0.0 $675k 3.7k 184.71
Edwards Lifesciences (EW) 0.0 $669k 7.0k 95.56
Zimmer Holdings (ZBH) 0.0 $661k 5.0k 131.98
Oneok (OKE) 0.0 $655k 8.2k 80.17
Crh (CRH) 0.0 $655k 7.6k 86.26
Ishares Tr Eetf (DSI) 0.0 $643k 6.4k 100.81
Valero Energy Corporation (VLO) 0.0 $643k 3.8k 170.69
Cigna Corp (CI) 0.0 $635k 1.7k 363.19
Boston Scientific Corporation (BSX) 0.0 $623k 9.1k 68.49
Ishares Tr Ietf (ESGD) 0.0 $623k 7.8k 79.91
Dimensional Etf Trust Eetf (DFUS) 0.0 $616k 11k 56.98
Wisdomtree Tr Eetf (DGRW) 0.0 $612k 8.0k 76.19
Ishares Tr Fetf (IUSB) 0.0 $610k 13k 45.59
Nxp Semiconductors N V (NXPI) 0.0 $603k 2.4k 247.77
Intercontinental Exchange (ICE) 0.0 $603k 4.4k 137.43
Warner Bros. Discovery (WBD) 0.0 $593k 68k 8.73
Ross Stores (ROST) 0.0 $592k 4.0k 146.76
Jack Henry & Associates (JKHY) 0.0 $582k 3.4k 173.73
Rogers Communications -cl B (RCI) 0.0 $577k 14k 41.00
AmerisourceBergen (COR) 0.0 $570k 2.3k 242.99
Estee Lauder Companies (EL) 0.0 $568k 3.7k 154.15
Ball Corporation (BALL) 0.0 $564k 8.4k 67.36
General Dynamics Corporation (GD) 0.0 $563k 2.0k 282.53
Yum! Brands (YUM) 0.0 $563k 4.1k 138.65
Etf Ser Solutions Aetf (PPTY) 0.0 $559k 18k 30.33
Goodyear Tire & Rubber Company (GT) 0.0 $553k 40k 13.73
Ishares Tr Ietf (ACWX) 0.0 $539k 10k 53.39
Southwest Airlines (LUV) 0.0 $534k 18k 29.19
iShares S&P Global Telecommunicat. (IXP) 0.0 $526k 6.3k 84.14
V.F. Corporation (VFC) 0.0 $525k 34k 15.34
Ishares Tr Eetf (USXF) 0.0 $517k 12k 45.15
Dover Corporation (DOV) 0.0 $515k 2.9k 177.19
Bank Of Montreal Cadcom (BMO) 0.0 $515k 5.3k 97.68
Kraft Heinz (KHC) 0.0 $512k 14k 36.90
AstraZeneca (AZN) 0.0 $509k 7.5k 67.75
Vanguard Bd Index Fds Fetf (BSV) 0.0 $506k 6.6k 76.67
McKesson Corporation (MCK) 0.0 $505k 941.00 536.85
Vanguard World Eetf (VSGX) 0.0 $504k 8.8k 57.47
Ishares Tr Fetf (IGSB) 0.0 $501k 9.8k 51.28
iShares NASDAQ Biotechnology Index (IBB) 0.0 $498k 3.6k 137.22
Consolidated Edison (ED) 0.0 $497k 5.5k 90.81
Fastenal Company (FAST) 0.0 $497k 6.4k 77.14
Ishares Tr Ietf (FXI) 0.0 $494k 21k 24.07
Fiserv (FI) 0.0 $494k 3.1k 159.82
Ishares Tr Eetf (SUSA) 0.0 $493k 4.5k 109.17
Arrow Financial Corporation (AROW) 0.0 $491k 20k 25.02
Aercap Holdings Nv Ord Cmn (AER) 0.0 $491k 5.6k 86.91
Pulte (PHM) 0.0 $491k 4.1k 120.62
Archer Daniels Midland Company (ADM) 0.0 $490k 7.8k 62.81
Industries N shs - a - (LYB) 0.0 $490k 4.8k 102.28
Schwab Strategic Tr Eetf (SCHM) 0.0 $484k 5.9k 81.43
Spdr Dow Jones Industrial Aver Eetf (DIA) 0.0 $478k 1.2k 397.76
Suno (SUN) 0.0 $477k 7.9k 60.29
Carrier Global Corporation (CARR) 0.0 $476k 8.2k 58.13
Dex (DXCM) 0.0 $454k 3.3k 138.70
MetLife (MET) 0.0 $445k 6.0k 74.11
Sylvamo Corp (SLVM) 0.0 $442k 7.2k 61.74
Select Sector Spdr Tr Communic etfeqty (XLC) 0.0 $442k 5.4k 81.66
Cdw (CDW) 0.0 $434k 1.7k 255.78
Spdr Ser Tr Fetf (JNK) 0.0 $434k 4.6k 95.20
Spdr Bloomberg 3-12 M Fetf (BILS) 0.0 $432k 4.3k 99.42
Canadian Natl Ry (CNI) 0.0 $432k 3.3k 131.71
Mitsubishi UFJ Financial (MUFG) 0.0 $430k 42k 10.23
Sanofi-Aventis SA (SNY) 0.0 $430k 8.9k 48.60
Spdr S&p 600 Small Cap Growth Eetf (SLYG) 0.0 $421k 4.8k 87.23
ING Groep (ING) 0.0 $410k 25k 16.49
Banco Santander (SAN) 0.0 $403k 83k 4.84
Pioneer Natural Resources 0.0 $402k 1.5k 262.50
SPDR Morgan Stanley Technology (XNTK) 0.0 $401k 2.2k 182.39
Viatris (VTRS) 0.0 $400k 34k 11.94
Ishares Ietf (ESGE) 0.0 $400k 12k 32.23
Ishares Tr Fetf (TIP) 0.0 $399k 3.7k 107.41
Invesco Exchange Traded Fd T Eetf (SPHQ) 0.0 $399k 6.6k 60.42
T. Rowe Price (TROW) 0.0 $398k 3.3k 121.92
Welltower Inc Com reit (WELL) 0.0 $392k 4.2k 93.44
Ishares Tr Eetf (QUAL) 0.0 $381k 2.3k 164.35
Rio Tinto (RIO) 0.0 $379k 5.9k 63.74
Becton, Dickinson and (BDX) 0.0 $375k 1.5k 247.45
Ishares Tr Fetf (LQD) 0.0 $374k 3.4k 108.92
Diageo (DEO) 0.0 $372k 2.5k 148.74
Amdocs Ltd ord (DOX) 0.0 $369k 4.1k 90.37
Align Technology (ALGN) 0.0 $368k 1.1k 327.92
Vanguard Intl Equity Index F Ietf (VSS) 0.0 $367k 3.1k 116.84
Sun Life Financial (SLF) 0.0 $366k 6.7k 54.58
Invesco Exch Trd Slf Idx Fetf (BSCR) 0.0 $366k 19k 19.29
Dollar General (DG) 0.0 $365k 2.3k 156.06
Ishares Tr Ietf (EFV) 0.0 $364k 6.7k 54.40
Vulcan Materials Company (VMC) 0.0 $363k 1.3k 272.94
Banco Itau Holding Financeira (ITUB) 0.0 $362k 52k 6.93
Ssga Active Etf Tr Fetf (SRLN) 0.0 $354k 8.4k 42.11
Spdr Ser Tr Fetf (SPSB) 0.0 $354k 12k 29.77
Vanguard Charlotte Fds Fetf (BNDX) 0.0 $353k 7.2k 49.19
Takeda Pharmaceutical (TAK) 0.0 $353k 25k 13.89
Invesco Exch Trd Slf Idx Fetf (BSCQ) 0.0 $351k 18k 19.21
iShares Dow Jones Transport. Avg. (IYT) 0.0 $350k 5.0k 70.40
Devon Energy Corporation (DVN) 0.0 $349k 7.0k 50.18
Key (KEY) 0.0 $349k 22k 15.81
Heartland Financial USA (HTLF) 0.0 $348k 9.9k 35.15
Nuveen Select Mat Mun Fetf (NIM) 0.0 $348k 39k 8.99
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 0.0 $347k 21k 16.55
Ubs Group (UBS) 0.0 $347k 11k 30.72
Kontoor Brands (KTB) 0.0 $341k 5.7k 60.25
Agnico (AEM) 0.0 $341k 5.7k 59.65
NetEase (NTES) 0.0 $341k 3.3k 103.47
Vanguard Admiral Fds Eetf (VOOG) 0.0 $339k 1.1k 304.71
Unitil Corporation (UTL) 0.0 $339k 6.5k 52.35
ORIX Corporation (IX) 0.0 $336k 3.1k 110.20
Vanguard Health Care ETF (VHT) 0.0 $334k 1.2k 270.58
iShares Dow Jones US Healthcare (IYH) 0.0 $334k 5.4k 61.90
KB Financial (KB) 0.0 $332k 6.4k 52.07
M&T Bank Corporation (MTB) 0.0 $327k 2.3k 145.44
Vanguard Star Fds Ietf (VXUS) 0.0 $324k 5.4k 60.30
Vanguard Index Fds Eetf (VXF) 0.0 $324k 1.8k 175.27
Petroleo Brasileiro SA (PBR) 0.0 $322k 21k 15.21
Plains All American Pipeline (PAA) 0.0 $317k 18k 17.56
Janus Henderson Group Plc Ord (JHG) 0.0 $317k 9.6k 32.89
Vanguard Scottsdale Fds Fetf (VGSH) 0.0 $314k 5.4k 58.07
Manulife Finl Corp (MFC) 0.0 $311k 12k 24.99
Veralto Corp (VLTO) 0.0 $311k 3.5k 88.65
Wisdomtree Tr Eetf (DLN) 0.0 $311k 4.3k 72.19
Marathon Petroleum Corp (MPC) 0.0 $309k 1.5k 201.50
Public Service Enterprise (PEG) 0.0 $305k 4.6k 66.78
Thomson Reuters Corp. (TRI) 0.0 $304k 2.0k 155.83
State Street Corporation (STT) 0.0 $299k 3.9k 77.32
York Water Company (YORW) 0.0 $298k 8.2k 36.27
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 0.0 $297k 5.3k 56.39
Cummins (CMI) 0.0 $297k 1.0k 294.65
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $295k 565.00 522.88
iShares S&P NA Tec. Semi. Idx (SOXX) 0.0 $295k 1.3k 225.92
Ishares Ietf (EWJ) 0.0 $294k 4.1k 71.35
Freeport-McMoRan Copper & Gold (FCX) 0.0 $292k 6.2k 47.02
SPDR S&P Biotech (XBI) 0.0 $289k 3.0k 94.89
Jazz Pharmaceuticals (JAZZ) 0.0 $286k 2.4k 120.42
Vanguard Index Fds Eetf (VV) 0.0 $286k 1.2k 239.76
Realty Income (O) 0.0 $284k 5.2k 54.10
HDFC Bank (HDB) 0.0 $283k 5.1k 55.97
CACI International (CACI) 0.0 $283k 746.00 378.83
Invesco Muni Income Opp Trst Fetf (OIA) 0.0 $281k 43k 6.53
PPG Industries (PPG) 0.0 $279k 1.9k 144.90
AFLAC Incorporated (AFL) 0.0 $278k 3.2k 85.86
Old Republic International Corporation (ORI) 0.0 $274k 8.9k 30.72
W.W. Grainger (GWW) 0.0 $273k 268.00 1017.30
Vanguard Financials Etf Eetf (VFH) 0.0 $271k 2.6k 102.39
Global X Fds us infr dev (PAVE) 0.0 $270k 6.8k 39.81
Invesco Exch Trd Slf Idx Fetf 0.0 $269k 13k 20.97
Rb Global (RBA) 0.0 $266k 3.5k 76.17
Vanguard Industrials ETF (VIS) 0.0 $262k 1.1k 244.15
Equinor Asa (EQNR) 0.0 $261k 9.7k 27.03
iShares Dow Jones US Consumer Ser. (IYC) 0.0 $259k 3.2k 81.97
iShares Dow Jones US Tele (IYZ) 0.0 $257k 12k 21.98
Ishares Tr Eetf (DGRO) 0.0 $254k 4.4k 58.06
Newell Rubbermaid (NWL) 0.0 $253k 32k 8.03
Alibaba Group Holding (BABA) 0.0 $253k 3.5k 72.36
Square Inc cl a (XYZ) 0.0 $253k 3.0k 84.58
Invesco Exch Trd Slf Idx Fetf (BSCP) 0.0 $249k 12k 20.43
Global Payments (GPN) 0.0 $245k 1.8k 133.66
Aon (AON) 0.0 $242k 725.00 333.72
Barclays (BCS) 0.0 $241k 26k 9.45
Kohl's Corporation (KSS) 0.0 $238k 8.2k 29.15
AutoZone (AZO) 0.0 $236k 75.00 3151.65
Vanguard Telecommunication Services ETF (VOX) 0.0 $235k 1.8k 131.22
First Tr Exchange-traded Fetf (HYLS) 0.0 $231k 5.6k 41.23
EOG Resources (EOG) 0.0 $228k 1.8k 127.84
Roper Industries (ROP) 0.0 $227k 405.00 560.84
Icon (ICLR) 0.0 $226k 673.00 335.95
Wisdomtree Tr Eetf (EZM) 0.0 $225k 3.7k 61.02
Omni (OMC) 0.0 $225k 2.3k 96.76
Invesco Exch Traded Fd Tr Ii Fetf (PZA) 0.0 $222k 9.3k 23.83
Toyota Motor Corporation (TM) 0.0 $222k 881.00 251.68
Vale (VALE) 0.0 $218k 18k 12.19
Vanguard Intl Equity Index F Ietf (VT) 0.0 $215k 1.9k 110.50
Arista Networks 0.0 $215k 740.00 289.98
Sony Corporation (SONY) 0.0 $213k 2.5k 85.74
J P Morgan Exchange Traded F Fetf (JMST) 0.0 $212k 4.2k 50.74
Real Estate Select Sect Spdr (XLRE) 0.0 $212k 5.4k 39.53
Energy Transfer Equity (ET) 0.0 $212k 14k 15.73
Otis Worldwide Corp (OTIS) 0.0 $212k 2.1k 99.27
Service Corporation International (SCI) 0.0 $212k 2.9k 74.21
Ishares Tr Fetf (SGOV) 0.0 $209k 2.1k 100.71
Natwest Group Plc Spons (NWG) 0.0 $209k 31k 6.80
First Tr Morningstar Divid L Eetf (FDL) 0.0 $208k 5.4k 38.48
Vanguard Consumer Staples ETF (VDC) 0.0 $207k 1.0k 204.14
Ishares Tr Eetf (MTUM) 0.0 $205k 1.1k 187.35
Ishares Tr Fetf (SUB) 0.0 $204k 1.9k 104.73
Anheuser-Busch InBev NV (BUD) 0.0 $203k 3.3k 60.78
Zto Express Cayman (ZTO) 0.0 $203k 9.7k 20.94
Vector (VGR) 0.0 $134k 12k 10.96
Blackrock Tcp Cap Corp (TCPC) 0.0 $130k 13k 10.43
Capitol Federal Financial (CFFN) 0.0 $127k 21k 5.96
American Shared Hospital Services (AMS) 0.0 $110k 37k 2.95
Abrdn Total Dynamic Dividend Eetf (AOD) 0.0 $91k 11k 8.29
Silvercrest Metals 0.0 $81k 12k 6.66
Uwm Holdings Corporation Eetf (UWMC) 0.0 $73k 10k 7.26
Gabelli Equity Tr Eetf (GAB) 0.0 $63k 12k 5.52
Nokia Corporation (NOK) 0.0 $56k 16k 3.54
Telefonica (TEF) 0.0 $51k 12k 4.41