Financial Counselors

Financial Counselors as of Dec. 31, 2024

Portfolio Holdings for Financial Counselors

Financial Counselors holds 576 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $352M 1.4M 250.42
Microsoft Corporation (MSFT) 4.4 $298M 707k 421.50
NVIDIA Corporation (NVDA) 3.5 $243M 1.8M 134.29
Vanguard Index Fds Eetf (VO) 3.4 $232M 878k 264.13
Amazon (AMZN) 2.8 $194M 882k 219.39
Alphabet Inc Class A cs (GOOGL) 2.0 $140M 739k 189.30
Broadcom (AVGO) 1.9 $127M 549k 231.84
Dimensional Etf Trust Eetf (DFAS) 1.6 $112M 1.7M 65.08
JPMorgan Chase & Co. (JPM) 1.6 $112M 467k 239.71
Ishares Tr Fetf (GVI) 1.4 $99M 947k 104.23
Abbvie (ABBV) 1.2 $84M 470k 177.70
Berkshire Hathaway (BRK.B) 1.2 $82M 182k 453.28
Wal-Mart Stores (WMT) 1.2 $82M 902k 90.35
Alphabet Inc Class C cs (GOOG) 1.1 $78M 407k 190.44
UnitedHealth (UNH) 1.1 $76M 151k 505.86
Visa (V) 1.1 $74M 233k 316.04
Costco Wholesale Corporation (COST) 1.1 $74M 80k 916.27
Tesla Motors (TSLA) 1.0 $71M 176k 403.84
Facebook Inc cl a (META) 1.0 $71M 121k 585.51
Spdr S&p 500 Etf Tr Eetf (SPY) 1.0 $70M 120k 586.08
Cisco Systems (CSCO) 1.0 $66M 1.1M 59.20
Ameriprise Financial (AMP) 1.0 $65M 122k 532.43
Vanguard Tax-managed Fds Ietf (VEA) 0.9 $65M 1.4M 47.82
Exxon Mobil Corporation (XOM) 0.9 $64M 597k 107.57
Procter & Gamble Company (PG) 0.9 $62M 369k 167.65
Merck & Co (MRK) 0.9 $62M 619k 99.48
McDonald's Corporation (MCD) 0.9 $61M 210k 289.89
Vanguard Index Fds Eetf (VOO) 0.9 $61M 113k 538.81
Eaton (ETN) 0.9 $61M 182k 331.87
Union Pacific Corporation (UNP) 0.9 $60M 264k 228.04
Caterpillar (CAT) 0.9 $60M 166k 362.76
Williams Companies (WMB) 0.8 $58M 1.1M 54.12
salesforce (CRM) 0.8 $57M 172k 334.33
Raytheon Technologies Corp (RTX) 0.8 $56M 482k 115.72
Schwab Strategic Tr Eetf (SCHG) 0.8 $55M 2.0M 27.87
Vanguard Index Fds Aetf (VNQ) 0.8 $55M 618k 89.08
Chubb (CB) 0.8 $55M 199k 276.30
Home Depot (HD) 0.8 $55M 141k 388.99
Pepsi (PEP) 0.8 $54M 353k 152.06
Ishares Tr Eetf (IVV) 0.8 $54M 91k 588.68
Ishares Tr Eetf (IWF) 0.7 $48M 119k 401.58
Ishares Ietf (IEMG) 0.7 $47M 903k 52.22
Schwab Strategic Tr Eetf (SCHV) 0.7 $47M 1.8M 26.07
Booking Holdings (BKNG) 0.6 $43M 8.7k 4968.42
Thermo Fisher Scientific (TMO) 0.6 $42M 80k 520.23
Honeywell International (HON) 0.6 $40M 178k 225.89
Chevron Corporation (CVX) 0.6 $39M 271k 144.84
Eli Lilly & Co. (LLY) 0.6 $39M 51k 772.00
Paypal Holdings (PYPL) 0.6 $38M 445k 85.35
Philip Morris International (PM) 0.5 $37M 311k 120.35
Spdr S&p Midcap 400 Etf Tr Eetf (MDY) 0.5 $37M 66k 569.58
Walt Disney Company (DIS) 0.5 $37M 332k 111.35
Ishares Tr Ietf (IEFA) 0.5 $37M 524k 70.28
ConocoPhillips (COP) 0.5 $36M 358k 99.17
Northrop Grumman Corporation (NOC) 0.5 $33M 69k 469.29
Ishares Tr Eetf (IJH) 0.5 $32M 514k 62.31
Ishares Tr Eetf (IJR) 0.5 $31M 272k 115.22
Qualcomm (QCOM) 0.4 $31M 199k 153.62
Vanguard Bd Index Fds Fetf (BIV) 0.4 $30M 403k 74.73
Enbridge (ENB) 0.4 $30M 709k 42.43
Ecolab (ECL) 0.4 $28M 121k 234.32
Schwab Strategic Tr Fetf (SCHO) 0.4 $28M 1.2M 24.06
Emerson Electric (EMR) 0.4 $27M 216k 123.93
PNC Financial Services (PNC) 0.4 $26M 137k 192.85
Servicenow (NOW) 0.4 $26M 25k 1060.12
Danaher Corporation (DHR) 0.4 $26M 113k 229.55
Adobe Systems Incorporated (ADBE) 0.4 $26M 58k 444.68
Zoetis Inc Cl A (ZTS) 0.4 $25M 155k 162.93
Novartis (NVS) 0.4 $25M 258k 97.31
Vanguard Index Fds Eetf (VTI) 0.4 $25M 86k 289.81
Johnson & Johnson (JNJ) 0.4 $24M 169k 144.62
Entergy Corporation (ETR) 0.4 $24M 318k 75.82
American Tower Reit (AMT) 0.3 $23M 128k 183.41
Lockheed Martin Corporation (LMT) 0.3 $23M 48k 485.94
Travelers Companies (TRV) 0.3 $23M 96k 240.89
Verizon Communications (VZ) 0.3 $23M 571k 39.99
Huntington Bancshares Incorporated (HBAN) 0.3 $23M 1.4M 16.27
Te Connectivity (TEL) 0.3 $23M 159k 142.97
Ishares Tr Eetf (IWD) 0.3 $23M 122k 185.13
Digital Realty Trust (DLR) 0.3 $22M 125k 177.33
Amgen (AMGN) 0.3 $22M 83k 260.64
Schwab Strategic Tr Fetf (SCHR) 0.3 $21M 866k 24.29
Dow (DOW) 0.3 $21M 515k 40.13
Netflix (NFLX) 0.3 $21M 23k 891.32
Charles Schwab Corporation (SCHW) 0.3 $20M 272k 74.01
Southern Company (SO) 0.3 $20M 242k 82.32
Technology SPDR (XLK) 0.3 $19M 83k 232.52
Waste Management (WM) 0.3 $19M 96k 201.79
Coca-Cola Company (KO) 0.3 $19M 308k 62.26
U.S. Bancorp (USB) 0.3 $19M 399k 47.83
Allstate Corporation (ALL) 0.3 $19M 99k 192.79
Curtiss-Wright (CW) 0.3 $18M 51k 354.87
Deere & Company (DE) 0.3 $18M 42k 423.70
Pinnacle West Capital Corporation (PNW) 0.3 $18M 210k 84.77
Applied Materials (AMAT) 0.3 $18M 108k 162.63
Starbucks Corporation (SBUX) 0.3 $18M 193k 91.25
Target Corporation (TGT) 0.3 $18M 130k 135.18
Duke Energy (DUK) 0.3 $17M 159k 107.74
Intuitive Surgical (ISRG) 0.2 $17M 32k 521.96
Casey's General Stores (CASY) 0.2 $16M 41k 396.23
J P Morgan Exchange Traded F Aetf (JEPI) 0.2 $16M 279k 57.53
Medtronic (MDT) 0.2 $16M 201k 79.88
Ishares Tr Ietf (EFA) 0.2 $16M 210k 75.61
Synopsys (SNPS) 0.2 $16M 33k 485.36
Vanguard Index Fds Eetf (VUG) 0.2 $16M 38k 410.44
Quest Diagnostics Incorporated (DGX) 0.2 $15M 101k 150.86
Vanguard Intl Equity Index F Ietf (VWO) 0.2 $15M 346k 44.04
Regions Financial Corporation (RF) 0.2 $15M 644k 23.52
New York Life Invts Active E Fetf (MMIT) 0.2 $15M 621k 24.01
Prudential Financial (PRU) 0.2 $15M 124k 118.53
United Parcel Service (UPS) 0.2 $15M 116k 126.10
Air Products & Chemicals (APD) 0.2 $14M 50k 290.04
Corning Incorporated (GLW) 0.2 $14M 303k 47.52
Vanguard Whitehall Fds Eetf (VYM) 0.2 $14M 112k 127.59
Spdr Ser Tr Eetf (SDY) 0.2 $14M 108k 132.10
International Business Machines (IBM) 0.2 $14M 63k 219.83
Canadian Pacific Kansas City (CP) 0.2 $13M 186k 72.37
Church & Dwight (CHD) 0.2 $13M 128k 104.71
Stryker Corporation (SYK) 0.2 $13M 37k 360.05
Labcorp Holdings (LH) 0.2 $13M 57k 229.32
Fortive (FTV) 0.2 $13M 173k 75.00
Schwab Strategic Tr Eetf (SCHD) 0.2 $13M 475k 27.32
Schlumberger (SLB) 0.2 $13M 338k 38.34
Booz Allen Hamilton Holding Corporation (BAH) 0.2 $13M 101k 128.70
Palo Alto Networks (PANW) 0.2 $13M 71k 181.96
LKQ Corporation (LKQ) 0.2 $13M 348k 36.75
Cintas Corporation (CTAS) 0.2 $13M 70k 182.70
Chipotle Mexican Grill (CMG) 0.2 $13M 208k 60.30
Prologis (PLD) 0.2 $12M 116k 105.70
Hormel Foods Corporation (HRL) 0.2 $12M 371k 31.37
Berkshire Hathaway (BRK.A) 0.2 $12M 17.00 680920.00
Asml Holding (ASML) 0.2 $11M 16k 693.08
Truist Financial Corp equities (TFC) 0.2 $11M 262k 43.38
Kkr & Co (KKR) 0.2 $11M 77k 147.91
CSX Corporation (CSX) 0.2 $11M 350k 32.27
Intuit (INTU) 0.2 $11M 18k 628.50
Accenture (ACN) 0.2 $11M 32k 351.79
Sonoco Products Company (SON) 0.2 $11M 227k 48.85
Progressive Corporation (PGR) 0.2 $11M 45k 239.61
Hillenbrand (HI) 0.2 $11M 345k 30.78
Crown Castle Intl (CCI) 0.2 $10M 113k 90.76
Fifth Third Ban (FITB) 0.1 $10M 242k 42.28
Commerce Bancshares (CBSH) 0.1 $10M 162k 62.31
Morgan Stanley (MS) 0.1 $10M 80k 125.72
Avery Dennison Corporation (AVY) 0.1 $9.9M 53k 187.13
U Haul Holding Company Ser N (UHAL.B) 0.1 $9.8M 153k 64.05
H&R Block (HRB) 0.1 $9.7M 183k 52.84
Tc Energy Corp (TRP) 0.1 $9.4M 202k 46.53
McCormick & Company, Incorporated (MKC) 0.1 $8.9M 117k 76.24
Sherwin-Williams Company (SHW) 0.1 $8.9M 26k 339.93
Viacomcbs (PARA) 0.1 $8.8M 842k 10.46
Vanguard Index Fds Eetf (VB) 0.1 $8.7M 36k 240.28
Schwab Strategic Tr Eetf (SCHA) 0.1 $8.5M 327k 25.86
Copart (CPRT) 0.1 $8.4M 147k 57.39
Magna Intl Inc cl a (MGA) 0.1 $8.4M 200k 41.79
American Centy Etf Tr Ietf (AVEM) 0.1 $8.2M 140k 58.79
Ford Motor Company (F) 0.1 $8.2M 827k 9.90
Lam Research (LRCX) 0.1 $8.1M 112k 72.23
Nextera Energy (NEE) 0.1 $7.9M 111k 71.69
Vanguard Index Fds Eetf (VOE) 0.1 $7.8M 49k 161.77
Vanguard Index Fds Eetf (VBR) 0.1 $7.8M 39k 198.18
Vanguard Index Fds Eetf (VOT) 0.1 $7.7M 30k 253.75
Ishares Gold Tr Aetf (IAU) 0.1 $7.7M 155k 49.51
Amphenol Corporation (APH) 0.1 $7.6M 110k 69.45
Shopify Inc cl a (SHOP) 0.1 $7.6M 72k 106.33
Ishares Tr Eetf (IWM) 0.1 $7.5M 34k 220.96
Bristol Myers Squibb (BMY) 0.1 $7.5M 133k 56.56
Old Dominion Freight Line (ODFL) 0.1 $7.0M 40k 176.40
Trade Desk (TTD) 0.1 $6.8M 58k 117.53
Lowe's Companies (LOW) 0.1 $6.7M 27k 246.80
Pfizer (PFE) 0.1 $6.7M 252k 26.53
Spdr Ser Tr Eetf (SLYV) 0.1 $6.6M 76k 87.25
British American Tobac (BTI) 0.1 $6.6M 183k 36.32
Charles River Laboratories (CRL) 0.1 $6.6M 36k 184.60
Spdr Ser Tr Aetf (PSK) 0.1 $6.5M 197k 32.99
Vanguard Index Fds Eetf (VTV) 0.1 $6.3M 37k 169.30
S&p Global (SPGI) 0.1 $6.3M 13k 498.03
Hasbro (HAS) 0.1 $6.2M 111k 55.91
American Electric Power Company (AEP) 0.1 $6.0M 66k 92.23
Fidelity National Information Services (FIS) 0.1 $6.0M 74k 80.77
Abbott Laboratories (ABT) 0.1 $5.9M 52k 113.11
Lincoln Electric Holdings (LECO) 0.1 $5.9M 32k 187.47
MasterCard Incorporated (MA) 0.1 $5.9M 11k 526.57
Datadog Inc Cl A (DDOG) 0.1 $5.6M 39k 142.89
Msci (MSCI) 0.1 $5.5M 9.2k 600.01
Spdr Ser Tr Eetf (SPSM) 0.1 $5.5M 122k 44.92
Dimensional Etf Trust Eetf (DFAC) 0.1 $5.5M 158k 34.59
General Electric (GE) 0.1 $5.5M 33k 166.79
Lululemon Athletica (LULU) 0.1 $5.3M 14k 382.41
Paychex (PAYX) 0.1 $5.3M 38k 140.22
Consumer Discretionary SPDR (XLY) 0.1 $5.3M 24k 224.35
International Paper Company (IP) 0.1 $5.3M 99k 53.82
UMB Financial Corporation (UMBF) 0.1 $5.2M 46k 112.86
Invesco Qqq Tr Eetf (QQQ) 0.1 $5.2M 10k 511.23
Constellation Brands (STZ) 0.1 $5.1M 23k 221.00
Spdr Ser Tr Eetf (SPLG) 0.1 $5.0M 73k 68.94
Industrial SPDR (XLI) 0.1 $5.0M 38k 131.76
Financial Select Sector SPDR (XLF) 0.1 $5.0M 103k 48.33
GSK (GSK) 0.1 $4.8M 142k 33.82
Becton, Dickinson and (BDX) 0.1 $4.7M 21k 226.87
Ishares Tr Ietf (IDEV) 0.1 $4.7M 73k 64.47
Fox Corp (FOXA) 0.1 $4.7M 97k 48.58
Spdr Ser Tr Fetf (SPSB) 0.1 $4.7M 157k 29.86
United Rentals (URI) 0.1 $4.7M 6.7k 704.44
Health Care SPDR (XLV) 0.1 $4.7M 34k 137.57
Ishares Tr Fetf (MUB) 0.1 $4.5M 42k 106.55
Oracle Corporation (ORCL) 0.1 $4.4M 26k 166.64
Kimberly-Clark Corporation (KMB) 0.1 $4.4M 33k 131.04
Evergy (EVRG) 0.1 $4.3M 70k 61.55
Spdr Gold Tr Aetf (GLD) 0.1 $4.3M 18k 242.13
Monolithic Power Systems (MPWR) 0.1 $4.2M 7.0k 591.70
Ishares Tr Eetf (IJJ) 0.1 $4.1M 33k 124.96
Dimensional Etf Trust Ietf (DFEM) 0.1 $4.0M 154k 26.19
Intel Corporation (INTC) 0.1 $3.8M 192k 20.05
CVS Caremark Corporation (CVS) 0.1 $3.8M 85k 44.89
Draftkings (DKNG) 0.1 $3.8M 103k 37.20
3M Company (MMM) 0.1 $3.8M 29k 129.09
Ishares Tr Eetf (IWO) 0.1 $3.8M 13k 287.82
Ishares Tr Eetf (IVW) 0.1 $3.7M 36k 101.53
Automatic Data Processing (ADP) 0.1 $3.7M 13k 292.73
Ishares Tr Eetf (IUSG) 0.1 $3.6M 26k 139.35
Ishares Tr Eetf (IWR) 0.1 $3.6M 41k 88.40
Ishares Tr Eetf (IWN) 0.1 $3.5M 22k 164.17
Wisdomtree Tr Eetf (DON) 0.1 $3.5M 69k 50.97
General Mills (GIS) 0.1 $3.4M 54k 63.77
TJX Companies (TJX) 0.1 $3.4M 29k 120.81
Vanguard Specialized Funds Eetf (VIG) 0.0 $3.4M 17k 195.83
Illinois Tool Works (ITW) 0.0 $3.4M 13k 253.56
Ishares Tr Fetf (AGG) 0.0 $3.4M 35k 96.90
Ishares Tr Eetf (IWP) 0.0 $3.4M 27k 126.75
Koninklijke Philips Electronics NV (PHG) 0.0 $3.3M 130k 25.32
Ishares Tr Eetf (IJK) 0.0 $3.3M 36k 90.93
Blackrock (BLK) 0.0 $3.3M 3.2k 1025.11
Worthington Industries (WOR) 0.0 $3.3M 82k 40.11
Spdr Index Shs Fds Ietf (CWI) 0.0 $3.2M 115k 27.94
iShares Dow Jones US Technology (IYW) 0.0 $3.2M 20k 159.52
Black Hills Corporation (BKH) 0.0 $3.2M 54k 58.52
Schwab Strategic Tr Eetf (SCHX) 0.0 $3.1M 134k 23.18
Colgate-Palmolive Company (CL) 0.0 $3.0M 33k 90.91
Ishares Tr Eetf (DVY) 0.0 $2.9M 22k 131.29
Newmont Mining Corporation (NEM) 0.0 $2.9M 78k 37.22
Constellation Energy (CEG) 0.0 $2.9M 13k 223.71
Ishares Tr Eetf (IJS) 0.0 $2.8M 26k 108.61
Schwab Strategic Tr us reit etf (SCHH) 0.0 $2.8M 132k 21.06
Vanguard Index Fds Eetf (VBK) 0.0 $2.6M 9.4k 280.07
Consumer Staples Select Sect. SPDR (XLP) 0.0 $2.6M 34k 78.61
Ge Vernova (GEV) 0.0 $2.6M 8.0k 328.92
Worthington Stl (WS) 0.0 $2.6M 81k 31.82
Genuine Parts Company (GPC) 0.0 $2.6M 22k 116.76
Kroger (KR) 0.0 $2.6M 42k 61.15
Bank of America Corporation (BAC) 0.0 $2.5M 58k 43.95
California Water Service (CWT) 0.0 $2.5M 56k 45.33
Phillips 66 (PSX) 0.0 $2.5M 22k 113.93
Dominion Resources (D) 0.0 $2.5M 46k 53.86
Taiwan Semiconductor Mfg (TSM) 0.0 $2.5M 13k 197.49
Boeing Company (BA) 0.0 $2.4M 14k 177.00
Wisdomtree Tr Eetf (DES) 0.0 $2.4M 70k 34.35
Enterprise Financial Services (EFSC) 0.0 $2.3M 41k 56.40
Pool Corporation (POOL) 0.0 $2.2M 6.5k 340.94
Exelon Corporation (EXC) 0.0 $2.2M 59k 37.64
FirstEnergy (FE) 0.0 $2.2M 56k 39.78
Ishares Tr Eetf (IVE) 0.0 $2.2M 11k 190.88
Energy Select Sector SPDR (XLE) 0.0 $2.1M 25k 85.66
Darden Restaurants (DRI) 0.0 $2.1M 11k 186.69
Vanguard Information Technology ETF (VGT) 0.0 $2.1M 3.4k 621.85
International Flavors & Fragrances (IFF) 0.0 $2.1M 25k 84.55
Dimensional Etf Trust Eetf (DFAT) 0.0 $2.1M 37k 55.66
Ishares Tr Eetf (IWS) 0.0 $2.1M 16k 129.34
Corteva (CTVA) 0.0 $2.0M 36k 56.96
Texas Instruments Incorporated (TXN) 0.0 $2.0M 11k 187.51
Materials SPDR (XLB) 0.0 $2.0M 24k 84.14
Mondelez Int (MDLZ) 0.0 $2.0M 33k 59.73
Hess (HES) 0.0 $2.0M 15k 133.01
Vanguard Mun Bd Fds Fetf (VTEB) 0.0 $1.9M 39k 50.13
Nike (NKE) 0.0 $1.9M 26k 75.67
Ishares Tr Ietf (EEM) 0.0 $1.9M 46k 41.82
Norfolk Southern (NSC) 0.0 $1.9M 8.1k 234.70
At&t (T) 0.0 $1.9M 84k 22.77
Accel Entmt (ACEL) 0.0 $1.9M 175k 10.68
Goldman Sachs (GS) 0.0 $1.8M 3.1k 572.57
American Express Company (AXP) 0.0 $1.8M 6.0k 296.79
Ishares Tr Fetf (IEF) 0.0 $1.8M 19k 92.45
Vanguard Bd Index Fds Fetf (BND) 0.0 $1.7M 24k 71.91
American Centy Etf Tr Eetf (ACLC) 0.0 $1.7M 24k 70.56
Ishares Tr Eetf (IWY) 0.0 $1.7M 7.1k 235.28
Comcast Corporation (CMCSA) 0.0 $1.6M 44k 37.53
Invesco Exchange Traded Fd T Eetf (RSP) 0.0 $1.6M 9.3k 175.23
Ishares Silver Tr Aetf (SLV) 0.0 $1.6M 60k 26.33
Ishares Tr Fetf (SHY) 0.0 $1.6M 19k 81.98
Ameren Corporation (AEE) 0.0 $1.6M 18k 89.14
Ishares Tr Ietf (SCZ) 0.0 $1.6M 26k 60.75
Viking Therapeutics (VKTX) 0.0 $1.6M 39k 40.24
Teva Pharmaceutical Industries (TEVA) 0.0 $1.5M 70k 22.04
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.5M 25k 62.65
Lamb Weston Hldgs (LW) 0.0 $1.5M 22k 66.83
Vaneck Etf Trust Fetf (ITM) 0.0 $1.5M 32k 46.10
Dimensional Etf Trust Eetf (DFUS) 0.0 $1.4M 22k 63.75
Ishares Tr Eetf (IWB) 0.0 $1.4M 4.4k 322.16
STMicroelectronics (STM) 0.0 $1.4M 55k 24.97
Blackstone Group Inc Com Cl A (BX) 0.0 $1.3M 7.8k 172.42
Ishares Tr Ietf (EFG) 0.0 $1.3M 14k 96.83
Ishares Tr Eetf (IWV) 0.0 $1.3M 3.9k 334.25
Wells Fargo & Company (WFC) 0.0 $1.3M 19k 70.24
Welltower Inc Com reit (WELL) 0.0 $1.3M 10k 126.03
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $1.3M 3.7k 342.16
Dupont De Nemours (DD) 0.0 $1.3M 17k 76.25
Orrstown Financial Services (ORRF) 0.0 $1.3M 34k 36.61
Linde (LIN) 0.0 $1.2M 2.9k 418.67
Raymond James Financial (RJF) 0.0 $1.2M 7.9k 155.33
Campbell Soup Company (CPB) 0.0 $1.2M 29k 41.88
Johnson Controls International Plc equity (JCI) 0.0 $1.2M 16k 78.93
Unilever (UL) 0.0 $1.2M 21k 56.70
Oneok (OKE) 0.0 $1.2M 12k 100.40
Ishares Tr Fetf (HYG) 0.0 $1.2M 15k 78.65
O'reilly Automotive (ORLY) 0.0 $1.2M 995.00 1185.80
Vanguard Malvern Fds Fetf (VTIP) 0.0 $1.2M 24k 48.42
Ishares Tr Eetf (ITOT) 0.0 $1.2M 9.0k 128.62
BP (BP) 0.0 $1.2M 39k 29.56
Vanguard Scottsdale Fds Fetf (VCSH) 0.0 $1.2M 15k 78.01
Vanguard World Eetf (MGK) 0.0 $1.2M 3.4k 343.41
Utilities SPDR (XLU) 0.0 $1.1M 15k 75.69
Ishares Tr Ietf (IDV) 0.0 $1.1M 40k 27.38
Invesco Exch Traded Fd Tr Ii Aetf (VRP) 0.0 $1.1M 45k 24.19
Hershey Company (HSY) 0.0 $1.1M 6.5k 169.35
Grayscale Bitcoin Trust Etf Aetf (GBTC) 0.0 $1.1M 15k 74.02
FedEx Corporation (FDX) 0.0 $1.1M 3.9k 281.34
Altria (MO) 0.0 $1.0M 20k 52.29
Adams Express Company (ADX) 0.0 $1.0M 51k 20.20
Ishares Tr Eetf (IJT) 0.0 $1.0M 7.6k 135.37
Ishares Tr Aetf (PFF) 0.0 $1.0M 33k 31.44
Baxter International (BAX) 0.0 $1.0M 35k 29.16
Vanguard Scottsdale Fds Fetf (VCIT) 0.0 $980k 12k 80.27
Spdr Dow Jones Industrial Aver Eetf (DIA) 0.0 $966k 2.3k 425.50
Global X Fds us infr dev (PAVE) 0.0 $945k 23k 40.41
Spdr Ser Tr Fetf (SJNK) 0.0 $945k 37k 25.25
Ishares Tr Ietf (ESGD) 0.0 $942k 12k 76.14
Ishares Tr Eetf (SUSA) 0.0 $927k 7.6k 121.59
Enterprise Products Partners (EPD) 0.0 $903k 29k 31.36
Garmin (GRMN) 0.0 $900k 4.4k 206.26
Advanced Micro Devices (AMD) 0.0 $894k 7.4k 120.79
Vanguard Intl Equity Index F Ietf (VEU) 0.0 $894k 16k 57.41
South Bow Corp (SOBO) 0.0 $890k 38k 23.57
Arthur J. Gallagher & Co. (AJG) 0.0 $889k 3.1k 283.85
Novo Nordisk A/S (NVO) 0.0 $885k 10k 86.02
Cme (CME) 0.0 $879k 3.8k 232.23
Cabot Corporation (CBT) 0.0 $877k 9.6k 91.31
Weyerhaeuser Company (WY) 0.0 $858k 31k 28.15
1st Source Corporation (SRCE) 0.0 $857k 15k 58.38
Ishares Tr Eetf (DSI) 0.0 $852k 7.7k 110.25
Vanguard Intl Equity Index F Ietf (VT) 0.0 $851k 7.2k 117.48
ConAgra Foods (CAG) 0.0 $844k 30k 27.75
Dimensional Etf Trust Eetf (DFUV) 0.0 $832k 20k 40.92
Snap-on Incorporated (SNA) 0.0 $827k 2.4k 339.48
Dimensional Etf Trust Ietf (DFAX) 0.0 $823k 33k 24.86
Vanguard World Eetf (ESGV) 0.0 $821k 7.8k 104.89
Gilead Sciences (GILD) 0.0 $821k 8.9k 92.37
SYSCO Corporation (SYY) 0.0 $819k 11k 76.46
KLA-Tencor Corporation (KLAC) 0.0 $814k 1.3k 630.12
Ge Healthcare Technologies I (GEHC) 0.0 $804k 10k 78.18
General Dynamics Corporation (GD) 0.0 $789k 3.0k 263.52
Ishares Tr Eetf (HDV) 0.0 $785k 7.0k 112.26
Trane Technologies (TT) 0.0 $784k 2.1k 369.35
IDEXX Laboratories (IDXX) 0.0 $763k 1.8k 413.44
Vanguard Scottsdale Fds Eetf (VONE) 0.0 $760k 2.8k 266.72
Wisdomtree Tr Eetf (DGRW) 0.0 $757k 9.4k 80.93
V.F. Corporation (VFC) 0.0 $735k 34k 21.46
Ares Capital Corporation (ARCC) 0.0 $731k 33k 21.89
Vanguard Bd Index Fds Fetf (BSV) 0.0 $721k 9.3k 77.27
Crossfirst Bankshares 0.0 $710k 47k 15.15
Equifax (EFX) 0.0 $707k 2.8k 254.85
Intercontinental Exchange (ICE) 0.0 $705k 4.7k 149.01
AFLAC Incorporated (AFL) 0.0 $702k 6.8k 103.44
Anthem (ELV) 0.0 $698k 1.9k 368.90
Mplx (MPLX) 0.0 $678k 14k 47.86
Ishares Ietf (EWJ) 0.0 $673k 10k 67.10
Clorox Company (CLX) 0.0 $672k 4.1k 162.41
Manulife Finl Corp (MFC) 0.0 $667k 22k 30.71
Yum! Brands (YUM) 0.0 $665k 5.0k 134.16
Dentsply Sirona (XRAY) 0.0 $659k 35k 18.98
Boston Scientific Corporation (BSX) 0.0 $658k 7.4k 89.32
Crh (CRH) 0.0 $644k 7.0k 92.52
Tetra Tech (TTEK) 0.0 $628k 16k 39.84
Ishares Tr Eetf (ESGU) 0.0 $623k 4.8k 128.82
Marsh & McLennan Companies (MMC) 0.0 $619k 2.9k 212.41
iShares S&P Global Telecommunicat. (IXP) 0.0 $604k 6.3k 96.67
Ishares Msci Usa Mini Volatili Eetf (USMV) 0.0 $602k 6.8k 88.79
Warner Bros. Discovery (WBD) 0.0 $600k 57k 10.57
Fiserv (FI) 0.0 $595k 2.9k 205.42
Ishares Tr Eetf (QUAL) 0.0 $593k 3.3k 178.08
Carrier Global Corporation (CARR) 0.0 $590k 8.6k 68.26
Microchip Technology (MCHP) 0.0 $581k 10k 57.35
Martin Marietta Materials (MLM) 0.0 $580k 1.1k 516.50
Ishares Tr Ietf (ACWX) 0.0 $572k 11k 52.16
Jack Henry & Associates (JKHY) 0.0 $567k 3.2k 175.30
Ishares Tr Fetf (IGSB) 0.0 $564k 11k 51.70
Heartland Financial USA (HTLF) 0.0 $563k 9.2k 61.30
Aercap Holdings Nv Ord Cmn (AER) 0.0 $560k 5.8k 95.70
Cadence Design Systems (CDNS) 0.0 $550k 1.8k 300.46
Spdr Ser Tr Aetf (RWR) 0.0 $550k 5.6k 98.86
Sylvamo Corp (SLVM) 0.0 $547k 6.9k 79.02
Ishares Tr Fetf (GOVT) 0.0 $544k 24k 22.98
Vanguard Scottsdale Fds Fetf (VGIT) 0.0 $540k 9.3k 58.00
Schwab Strategic Tr Eetf (SCHM) 0.0 $535k 19k 27.71
Southwest Airlines (LUV) 0.0 $529k 16k 33.62
Zimmer Holdings (ZBH) 0.0 $527k 5.0k 105.63
Spdr S&p 600 Small Cap Growth Eetf (SLYG) 0.0 $527k 5.8k 90.35
Vanguard Index Fds Eetf (VXF) 0.0 $526k 2.8k 189.98
McKesson Corporation (MCK) 0.0 $522k 916.00 569.91
Mitsubishi UFJ Financial (MUFG) 0.0 $519k 44k 11.72
Fortrea Hldgs (FTRE) 0.0 $492k 26k 18.65
Ishares Tr Eetf (ESML) 0.0 $492k 12k 42.05
iShares NASDAQ Biotechnology Index (IBB) 0.0 $491k 3.7k 132.21
Cigna Corp (CI) 0.0 $489k 1.8k 276.14
Ishares Tr Fetf (TLT) 0.0 $487k 5.6k 87.33
Barclays (BCS) 0.0 $486k 37k 13.29
Sun Life Financial (SLF) 0.0 $484k 8.1k 59.34
Suno (SUN) 0.0 $481k 9.4k 51.44
Analog Devices (ADI) 0.0 $481k 2.3k 212.46
Valero Energy Corporation (VLO) 0.0 $478k 3.9k 122.59
Select Sector Spdr Tr Communic etfeqty (XLC) 0.0 $475k 4.9k 96.81
Bank Of Montreal Cadcom (BMO) 0.0 $474k 4.9k 97.05
Mr Cooper Group 0.0 $467k 4.9k 96.01
Hca Holdings (HCA) 0.0 $466k 1.6k 300.15
Sanofi-Aventis SA (SNY) 0.0 $458k 9.5k 48.23
Fastenal Company (FAST) 0.0 $457k 6.4k 71.91
MetLife (MET) 0.0 $447k 5.5k 81.88
Cummins (CMI) 0.0 $447k 1.3k 348.60
Agnico (AEM) 0.0 $445k 5.7k 78.21
SPDR Morgan Stanley Technology (XNTK) 0.0 $444k 2.2k 201.82
Banco Santander (SAN) 0.0 $442k 97k 4.56
Kontoor Brands (KTB) 0.0 $439k 5.1k 85.41
Ishares Tr Fetf (SGOV) 0.0 $432k 4.3k 100.32
Arrow Financial Corporation (AROW) 0.0 $427k 15k 28.71
Consolidated Edison (ED) 0.0 $426k 4.8k 89.23
Vanguard World Eetf (MGC) 0.0 $425k 2.0k 212.66
Ssga Active Etf Tr Fetf (SRLN) 0.0 $425k 10k 41.73
Invesco Exch Trd Slf Idx Fetf (BSCQ) 0.0 $423k 22k 19.43
Ishares Tr Fetf (LQD) 0.0 $420k 3.9k 106.84
Ball Corporation (BALL) 0.0 $420k 7.6k 55.13
ING Groep (ING) 0.0 $416k 27k 15.67
Schwab Strategic Tr Eetf (FNDX) 0.0 $416k 18k 23.68
Petroleo Brasileiro SA (PBR) 0.0 $415k 32k 12.86
Public Service Enterprise (PEG) 0.0 $413k 4.9k 84.49
Vanguard World Eetf (VSGX) 0.0 $413k 7.3k 56.70
Total (TTE) 0.0 $408k 7.5k 54.50
Vanguard Intl Equity Index F Ietf (VSS) 0.0 $405k 3.5k 114.48
Natwest Group Plc Spons (NWG) 0.0 $400k 39k 10.17
Vanguard Scottsdale Fds Fetf (VGSH) 0.0 $397k 6.8k 58.18
KB Financial (KB) 0.0 $394k 6.9k 56.90
Archer Daniels Midland Company (ADM) 0.0 $391k 7.7k 50.52
Vanguard Star Fds Ietf (VXUS) 0.0 $391k 6.6k 58.93
Amdocs Ltd ord (DOX) 0.0 $386k 4.5k 85.14
ORIX Corporation (IX) 0.0 $385k 3.6k 106.23
Viatris (VTRS) 0.0 $383k 31k 12.45
Ishares Tr Fetf (TIP) 0.0 $380k 3.6k 106.55
PPG Industries (PPG) 0.0 $379k 3.2k 119.45
Pulte (PHM) 0.0 $376k 3.5k 108.90
Invesco Exchange Traded Fd T Eetf (SPHQ) 0.0 $374k 5.6k 67.03
Dover Corporation (DOV) 0.0 $370k 2.0k 187.60
T. Rowe Price (TROW) 0.0 $369k 3.3k 113.09
Invesco Exch Trd Slf Idx Fetf (BSCR) 0.0 $369k 19k 19.48
Dimensional Etf Trust Fetf (DFNM) 0.0 $364k 7.6k 47.77
Nxp Semiconductors N V (NXPI) 0.0 $362k 1.7k 207.85
EOG Resources (EOG) 0.0 $356k 2.9k 122.58
Ishares Tr Fetf (SUB) 0.0 $354k 3.4k 105.48
Ishares Tr Fetf (MBB) 0.0 $348k 3.8k 91.68
Dimensional Etf Trust Ietf (DISV) 0.0 $346k 13k 26.57
Unitil Corporation (UTL) 0.0 $346k 6.4k 54.19
iShares Dow Jones US Consumer Ser. (IYC) 0.0 $342k 3.6k 96.14
Freeport-McMoRan Copper & Gold (FCX) 0.0 $342k 9.0k 38.08
Rio Tinto (RIO) 0.0 $341k 5.8k 58.81
M&T Bank Corporation (MTB) 0.0 $339k 1.8k 188.01
Edwards Lifesciences (EW) 0.0 $339k 4.6k 74.03
Palantir Technologies (PLTR) 0.0 $338k 4.5k 75.63
Energy Transfer Equity (ET) 0.0 $337k 17k 19.59
Nuveen Select Mat Mun Fetf (NIM) 0.0 $337k 39k 8.71
Janus Henderson Group Plc Ord (JHG) 0.0 $336k 7.9k 42.53
iShares Dow Jones Transport. Avg. (IYT) 0.0 $335k 5.0k 67.57
Ishares Tr Ietf (IQLT) 0.0 $333k 9.0k 37.12
Alibaba Group Holding (BABA) 0.0 $332k 3.9k 84.79
Simon Property (SPG) 0.0 $331k 1.9k 172.21
Ishares Tr Fetf (IUSB) 0.0 $328k 7.3k 45.20
Bank of New York Mellon Corporation (BK) 0.0 $327k 4.3k 76.83
Goodyear Tire & Rubber Company (GT) 0.0 $326k 36k 9.00
Wisdomtree Tr Eetf (DLN) 0.0 $324k 4.2k 77.79
Kyndryl Holdings Ord Wi (KD) 0.0 $324k 9.4k 34.60
Spdr Ser Tr Fetf (JNK) 0.0 $322k 3.4k 95.47
Old Republic International Corporation (ORI) 0.0 $321k 8.9k 36.19
Dimensional Etf Trust Eetf (DFAU) 0.0 $320k 7.9k 40.49
Ishares Tr Aetf (IGF) 0.0 $315k 6.0k 52.27
iShares Dow Jones US Tele (IYZ) 0.0 $314k 12k 26.83
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 0.0 $314k 4.9k 63.45
CBOE Holdings (CBOE) 0.0 $313k 1.6k 195.40
Ishares Tr Eetf (DGRO) 0.0 $308k 5.0k 61.34
Vanguard Health Care ETF (VHT) 0.0 $308k 1.2k 253.74
NetEase (NTES) 0.0 $304k 3.4k 89.21
Realty Income (O) 0.0 $303k 5.7k 53.41
CACI International (CACI) 0.0 $301k 746.00 404.06
Thomson Reuters Corp. (TRI) 0.0 $299k 1.9k 160.38
Kinder Morgan (KMI) 0.0 $299k 11k 27.40
Marriott International (MAR) 0.0 $299k 1.1k 278.94
Spdr Ser Tr Fetf (CWB) 0.0 $297k 3.8k 77.89
iShares Dow Jones US Healthcare (IYH) 0.0 $296k 5.1k 58.27
Ishares Tr Eetf (MTUM) 0.0 $295k 1.4k 206.92
Kraft Heinz (KHC) 0.0 $291k 9.5k 30.71
Gabelli Equity Tr Eetf (GAB) 0.0 $290k 54k 5.38
Ishares Ietf (ESGE) 0.0 $289k 8.7k 33.39
Dimensional Etf Trust Ietf (DFSE) 0.0 $288k 8.7k 33.13
Ishares Tr Ietf (EFV) 0.0 $287k 5.5k 52.47
Vanguard Scottsdale Fds Eetf (VONV) 0.0 $287k 3.5k 81.25
HDFC Bank (HDB) 0.0 $286k 4.5k 63.86
Zto Express Cayman (ZTO) 0.0 $284k 15k 19.55
iShares S&P NA Tec. Semi. Idx (SOXX) 0.0 $281k 1.3k 215.49
Banco Itau Holding Financeira (ITUB) 0.0 $278k 56k 4.96
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 0.0 $276k 21k 13.47
Veralto Corp (VLTO) 0.0 $267k 2.6k 101.85
York Water Company (YORW) 0.0 $259k 7.9k 32.72
AmerisourceBergen (COR) 0.0 $258k 1.1k 224.68
Stifel Financial (SF) 0.0 $258k 2.4k 106.08
Plains All American Pipeline (PAA) 0.0 $258k 15k 17.08
Fidelity Comwlth Tr Eetf (ONEQ) 0.0 $257k 3.4k 76.06
Wec Energy Group (WEC) 0.0 $256k 2.7k 94.04
Invesco Exch Trd Slf Idx Fetf (BSCS) 0.0 $256k 13k 20.13
Jd (JD) 0.0 $256k 7.4k 34.67
Metropcs Communications (TMUS) 0.0 $255k 1.2k 220.73
Seagate Technology (STX) 0.0 $255k 3.0k 86.31
Republic Services (RSG) 0.0 $255k 1.3k 201.18
Invesco Muni Income Opp Trst Fetf (OIA) 0.0 $254k 43k 5.90
Roper Industries (ROP) 0.0 $253k 487.00 519.85
Invesco Exch Traded Fd Tr Ii Fetf (PZA) 0.0 $253k 11k 23.61
Rb Global (RBA) 0.0 $251k 2.8k 90.21
Vanguard Financials Etf Eetf (VFH) 0.0 $250k 2.1k 118.07
Newell Rubbermaid (NWL) 0.0 $249k 25k 9.96
Alps Rivrfrnt Str Fetf (RIGS) 0.0 $248k 11k 23.13
Schwab Strategic Tr Eetf (FNDA) 0.0 $248k 8.3k 29.70
Motorola Solutions (MSI) 0.0 $246k 532.00 462.23
Dimensional Etf Trust Ietf (DFIV) 0.0 $243k 6.8k 35.48
Vulcan Materials Company (VMC) 0.0 $243k 943.00 257.25
Ishares Tr Eetf (OEF) 0.0 $240k 832.00 288.85
Unum (UNM) 0.0 $240k 3.3k 73.03
Vanguard Scottsdale Fds Eetf (VONG) 0.0 $237k 2.3k 103.30
Canadian Natl Ry (CNI) 0.0 $234k 2.3k 101.51
Vanguard Telecommunication Services ETF (VOX) 0.0 $233k 1.5k 154.96
Invesco Exch Trd Slf Idx Fetf (BSCP) 0.0 $233k 11k 20.65
Citigroup (C) 0.0 $232k 3.3k 70.39
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $231k 532.00 434.93
Tractor Supply Company (TSCO) 0.0 $231k 4.4k 53.06
Wisdomtree Tr Eetf (EZM) 0.0 $230k 3.7k 62.51
Sony Corporation (SONY) 0.0 $228k 11k 21.16
Devon Energy Corporation (DVN) 0.0 $227k 6.9k 32.73
Fidelity Covington Trust Ietf (FENI) 0.0 $226k 8.2k 27.53
Spdr S&p Regional Banking Etf Eetf (KRE) 0.0 $225k 3.7k 60.35
Pinduoduo (PDD) 0.0 $224k 2.3k 96.99
Axon Enterprise (AXON) 0.0 $223k 375.00 594.32
Vanguard Industrials ETF (VIS) 0.0 $221k 868.00 254.39
Sila Realty Trust (SILA) 0.0 $221k 9.1k 24.32
American Centy Etf Tr Eetf (AVUV) 0.0 $220k 2.3k 96.53
Diageo (DEO) 0.0 $219k 1.7k 127.13
Arista Networks (ANET) 0.0 $218k 2.0k 110.53
Square Inc cl a (XYZ) 0.0 $217k 2.6k 84.99
Solventum Corp (SOLV) 0.0 $215k 3.3k 66.05
Spdr Ser Tr Fetf (SPBO) 0.0 $210k 7.3k 28.64
Key (KEY) 0.0 $208k 12k 17.14
Omni (OMC) 0.0 $206k 2.4k 86.04
Ishares Tr Fetf (FLOT) 0.0 $205k 4.0k 50.88
CMS Energy Corporation (CMS) 0.0 $202k 3.0k 66.65
Real Estate Select Sect Spdr (XLRE) 0.0 $202k 5.0k 40.67
Flexshares Tr Eetf (QDF) 0.0 $201k 2.8k 70.55
Nuveen Amt Free Mun Cr Inc F Fetf (NVG) 0.0 $189k 15k 12.26
Vale (VALE) 0.0 $122k 14k 8.87
American Shared Hospital Services (AMS) 0.0 $118k 37k 3.19
Capitol Federal Financial (CFFN) 0.0 $114k 19k 5.91
Blackrock Tcp Cap Corp (TCPC) 0.0 $109k 13k 8.71
Abrdn Total Dynamic Dividend Eetf (AOD) 0.0 $92k 11k 8.41
Telefonica (TEF) 0.0 $75k 19k 4.02
Nokia Corporation (NOK) 0.0 $67k 15k 4.43