|
Microsoft Corp Equities
(MSFT)
|
4.5 |
$8.3M |
|
17k |
497.41 |
|
Vanguard Value ETF Equities
(VTV)
|
4.2 |
$7.9M |
|
45k |
176.74 |
|
Nvidia Corp Equities
(NVDA)
|
3.8 |
$7.1M |
|
45k |
157.99 |
|
Apple Equities
(AAPL)
|
3.2 |
$6.0M |
|
29k |
205.17 |
|
IShares S&P Small Cap 600 Value Equities
(IJS)
|
2.7 |
$5.1M |
|
51k |
99.49 |
|
IShares Core S&P 500 ETF Equities
(IVV)
|
2.1 |
$3.9M |
|
6.2k |
620.90 |
|
Exxon Mobil Corp Equities
(XOM)
|
2.0 |
$3.7M |
|
34k |
107.80 |
|
SPDR S&P 500 ETF Tr Equities
(SPY)
|
1.8 |
$3.4M |
|
5.5k |
617.85 |
|
Broadcom Equities
(AVGO)
|
1.7 |
$3.2M |
|
12k |
275.65 |
|
Philip Morris Intl Equities
(PM)
|
1.7 |
$3.2M |
|
17k |
182.13 |
|
AbbVie Equities
(ABBV)
|
1.7 |
$3.1M |
|
17k |
185.62 |
|
Amazon.com Equities
(AMZN)
|
1.7 |
$3.1M |
|
14k |
219.39 |
|
Costco Wholesale Corp Equities
(COST)
|
1.5 |
$2.9M |
|
2.9k |
989.94 |
|
Vanguard High Dividend Yield In Equities
(VYM)
|
1.5 |
$2.8M |
|
21k |
133.31 |
|
Alphabet, Inc Class A Equities
(GOOGL)
|
1.5 |
$2.8M |
|
16k |
176.23 |
|
Vanguard Growth ETF Equities
(VUG)
|
1.5 |
$2.7M |
|
6.3k |
438.40 |
|
Oracle Corp Equities
(ORCL)
|
1.5 |
$2.7M |
|
12k |
218.63 |
|
Microchip Tech Equities
(MCHP)
|
1.3 |
$2.5M |
|
35k |
70.37 |
|
JP Morgan Chase & Co Equities
(JPM)
|
1.3 |
$2.4M |
|
8.3k |
289.91 |
|
Emerson Electric Equities
(EMR)
|
1.2 |
$2.3M |
|
17k |
133.33 |
|
Gilead Sciences Equities
(GILD)
|
1.2 |
$2.1M |
|
19k |
110.87 |
|
Palo Alto Networks Equities
(PANW)
|
1.1 |
$2.1M |
|
10k |
204.64 |
|
Salesforce.com Equities
(CRM)
|
1.1 |
$2.1M |
|
7.7k |
272.69 |
|
Vanguard Index FDS S&P 500 ETF Equities
(VOO)
|
1.1 |
$2.0M |
|
3.6k |
568.03 |
|
Procter & Gamble Corp Equities
(PG)
|
1.1 |
$2.0M |
|
13k |
159.32 |
|
Verizon Comm Equities
(VZ)
|
1.0 |
$1.9M |
|
45k |
43.27 |
|
ISharesTr S&P Small Cap 600 Ind Equities
(IJR)
|
1.0 |
$1.8M |
|
17k |
109.29 |
|
Vanguard Mid-Cap ETF Equities
(VO)
|
0.9 |
$1.7M |
|
6.0k |
279.83 |
|
IShares Core MSCI EAFE ETF Equities
(IEFA)
|
0.9 |
$1.6M |
|
19k |
83.48 |
|
Eaton Corp Equities
(ETN)
|
0.9 |
$1.6M |
|
4.5k |
356.99 |
|
IBM Corp Equities
(IBM)
|
0.8 |
$1.6M |
|
5.3k |
294.78 |
|
Merck & Co Equities
(MRK)
|
0.8 |
$1.6M |
|
20k |
79.16 |
|
Chipotle Mexican Grill Equities
(CMG)
|
0.8 |
$1.5M |
|
28k |
56.15 |
|
Duke Energy Corp Equities
(DUK)
|
0.8 |
$1.5M |
|
13k |
118.00 |
|
Schwab US Large Cap Growth ETF Equities
(SCHG)
|
0.8 |
$1.5M |
|
52k |
29.21 |
|
Automatic Data Processing Equities
(ADP)
|
0.8 |
$1.5M |
|
5.0k |
308.40 |
|
Eli Lilly & Co Equities
(LLY)
|
0.8 |
$1.5M |
|
2.0k |
779.53 |
|
IShares Core S&P MidCap ETF Equities
(IJH)
|
0.8 |
$1.5M |
|
24k |
62.02 |
|
Vanguard Short Term Corp Bond E Fixed Income
(VCSH)
|
0.8 |
$1.5M |
|
19k |
79.50 |
|
Amgen Equities
(AMGN)
|
0.8 |
$1.4M |
|
5.1k |
279.21 |
|
At&t Equities
(T)
|
0.8 |
$1.4M |
|
49k |
28.94 |
|
Williams Cos Equities
(WMB)
|
0.7 |
$1.4M |
|
22k |
62.81 |
|
Meta Platforms Equities
(META)
|
0.7 |
$1.4M |
|
1.8k |
738.09 |
|
McDonalds Corp Equities
(MCD)
|
0.7 |
$1.4M |
|
4.6k |
292.17 |
|
Home Depot Equities
(HD)
|
0.7 |
$1.3M |
|
3.6k |
366.64 |
|
Johnson & Johnson Equities
(JNJ)
|
0.7 |
$1.3M |
|
8.5k |
152.75 |
|
American Elec Power Equities
(AEP)
|
0.7 |
$1.3M |
|
12k |
103.76 |
|
Union Pacific Corp Equities
(UNP)
|
0.7 |
$1.2M |
|
5.4k |
230.08 |
|
Southern Equities
(SO)
|
0.6 |
$1.2M |
|
13k |
91.83 |
|
Enbridge Equities
(ENB)
|
0.6 |
$1.2M |
|
26k |
45.32 |
|
Caterpillar Inc Del Equities
(CAT)
|
0.6 |
$1.1M |
|
2.9k |
388.21 |
|
Berkshire Hathaway Inc - CL B Equities
(BRK.B)
|
0.6 |
$1.1M |
|
2.3k |
485.77 |
|
Visa Inc CL A Equities
(V)
|
0.6 |
$1.1M |
|
3.0k |
355.05 |
|
TC Energy Corp Equities
(TRP)
|
0.6 |
$1.1M |
|
22k |
48.79 |
|
PNC Finl Srvs Grp Equities
(PNC)
|
0.6 |
$1.1M |
|
5.7k |
186.42 |
|
iShares Int Govt Credit Bd ETF Fixed Income
(GVI)
|
0.6 |
$1.1M |
|
10k |
106.79 |
|
Schwab US Large Cap Value ETF Equities
(SCHV)
|
0.6 |
$1.1M |
|
38k |
27.67 |
|
Cisco Systems Equities
(CSCO)
|
0.6 |
$1.0M |
|
15k |
69.38 |
|
Pepsico Equities
(PEP)
|
0.6 |
$1.0M |
|
7.8k |
132.04 |
|
Advanced Micro Devices Equities
(AMD)
|
0.5 |
$989k |
|
7.0k |
141.90 |
|
Schwab Fundamental Internationa Equities
(FNDF)
|
0.5 |
$972k |
|
24k |
40.02 |
|
Coca-Cola Equities
(KO)
|
0.5 |
$968k |
|
14k |
70.75 |
|
National Grid Equities
(NGG)
|
0.5 |
$949k |
|
13k |
74.41 |
|
Kla-Tencor Corp Equities
(KLAC)
|
0.5 |
$941k |
|
1.1k |
895.73 |
|
Chevron Corp Equities
(CVX)
|
0.5 |
$930k |
|
6.5k |
143.19 |
|
Raytheon Technologies Corp Equities
(RTX)
|
0.5 |
$898k |
|
6.2k |
146.02 |
|
Dimensional ETF Trust US Small Equities
(DFAS)
|
0.5 |
$875k |
|
14k |
63.71 |
|
Vanguard Intermediate-Term Bond Fixed Income
(BIV)
|
0.5 |
$869k |
|
11k |
77.34 |
|
Vanguard FTSE Develpd Mkts ETF Equities
(VEA)
|
0.5 |
$860k |
|
15k |
57.01 |
|
Canadian Imperial Bank Equities
(CM)
|
0.5 |
$847k |
|
12k |
70.83 |
|
Honeywell Intl Equities
(HON)
|
0.4 |
$833k |
|
3.6k |
232.88 |
|
Pfizer Equities
(PFE)
|
0.4 |
$826k |
|
34k |
24.24 |
|
Abbott Labs Equities
(ABT)
|
0.4 |
$825k |
|
6.1k |
136.01 |
|
Huntington Bancshares Equities
(HBAN)
|
0.4 |
$816k |
|
49k |
16.76 |
|
Vanguard Short- Term Treasury E Fixed Income
(VGSH)
|
0.4 |
$740k |
|
13k |
58.78 |
|
IShares S&P 500 Growth Index ET Equities
(IVW)
|
0.4 |
$739k |
|
6.7k |
110.10 |
|
IShares Russell 1000 Value Equities
(IWD)
|
0.4 |
$734k |
|
3.8k |
194.23 |
|
IShares Russell 2000 Equities
(IWM)
|
0.4 |
$729k |
|
3.4k |
215.79 |
|
Alphabet, Inc Class C Equities
(GOOG)
|
0.4 |
$710k |
|
4.0k |
177.39 |
|
Booking Holdings Equities
(BKNG)
|
0.4 |
$706k |
|
122.00 |
5789.00 |
|
Truist Finl Corp Equities
(TFC)
|
0.4 |
$705k |
|
16k |
42.99 |
|
Vanguard Total Stock Market ETF Equities
(VTI)
|
0.4 |
$689k |
|
2.3k |
303.95 |
|
Morgan Stanley Gd Equities
(MS)
|
0.4 |
$688k |
|
4.9k |
140.86 |
|
Total S A Equities
(TTE)
|
0.4 |
$683k |
|
11k |
61.39 |
|
US Bancorp Del Equities
(USB)
|
0.4 |
$668k |
|
15k |
45.25 |
|
Blackstone Group Equities
(BX)
|
0.4 |
$666k |
|
4.5k |
149.59 |
|
Linde Equities
(LIN)
|
0.4 |
$660k |
|
1.4k |
469.18 |
|
Entergy Corp Equities
(ETR)
|
0.4 |
$652k |
|
7.8k |
83.12 |
|
Mastercard Inc CL A Equities
(MA)
|
0.3 |
$638k |
|
1.1k |
561.94 |
|
Ameriprise Finl Equities
(AMP)
|
0.3 |
$614k |
|
1.2k |
533.75 |
|
Vanguard Small- Cap ETF Equities
(VB)
|
0.3 |
$570k |
|
2.4k |
236.98 |
|
British AmericanTobacco Equities
(BTI)
|
0.3 |
$566k |
|
12k |
47.33 |
|
Biogen Idec Equities
(BIIB)
|
0.3 |
$562k |
|
4.5k |
125.59 |
|
Thermo Fisher Scientific Equities
(TMO)
|
0.3 |
$560k |
|
1.4k |
405.46 |
|
Bristol-Myers Squibb Equities
(BMY)
|
0.3 |
$557k |
|
12k |
46.29 |
|
Tesla Motors Equities
(TSLA)
|
0.3 |
$556k |
|
1.7k |
317.71 |
|
Nextera Energy Equities
(NEE)
|
0.3 |
$533k |
|
7.7k |
69.42 |
|
Conocophillips Equities
(COP)
|
0.3 |
$532k |
|
5.9k |
89.74 |
|
Schwab US Large-cap Etf Large C Equities
(SCHX)
|
0.3 |
$522k |
|
21k |
24.44 |
|
Wal-Mart Stores Equities
(WMT)
|
0.3 |
$520k |
|
5.3k |
97.78 |
|
Chubb Equities
(CB)
|
0.3 |
$482k |
|
1.7k |
289.72 |
|
Paypal Holdings Equities
(PYPL)
|
0.3 |
$469k |
|
6.3k |
74.32 |
|
TJX Cos Equities
(TJX)
|
0.3 |
$466k |
|
3.8k |
123.49 |
|
Adobe System Equities
(ADBE)
|
0.2 |
$463k |
|
1.2k |
386.88 |
|
Lowes Equities
(LOW)
|
0.2 |
$459k |
|
2.1k |
221.87 |
|
Northrop Grumman Corp Equities
(NOC)
|
0.2 |
$454k |
|
907.00 |
499.98 |
|
Air Products & Chemical Equities
(APD)
|
0.2 |
$441k |
|
1.6k |
282.06 |
|
Prologis Equities
(PLD)
|
0.2 |
$421k |
|
4.0k |
105.12 |
|
IShares Russell 1000 Growth Equities
(IWF)
|
0.2 |
$417k |
|
983.00 |
424.58 |
|
Vanguard Extended Mkt ETF Equities
(VXF)
|
0.2 |
$415k |
|
2.2k |
192.71 |
|
TE Connectivity Equities
(TEL)
|
0.2 |
$408k |
|
2.4k |
168.67 |
|
Sanofi Equities
(SNY)
|
0.2 |
$408k |
|
8.4k |
48.31 |
|
Waste Management Inc Del Equities
(WM)
|
0.2 |
$399k |
|
1.7k |
228.82 |
|
Financial Select Sector SPDR Equities
(XLF)
|
0.2 |
$393k |
|
7.5k |
52.37 |
|
Dow Equities
(DOW)
|
0.2 |
$389k |
|
15k |
26.48 |
|
Invesco S&P 500 Equal Weight ET Equities
(RSP)
|
0.2 |
$380k |
|
2.1k |
181.74 |
|
Realty Income Corp Common Equities
(O)
|
0.2 |
$379k |
|
6.6k |
57.61 |
|
Xcel Energy Equities
(XEL)
|
0.2 |
$369k |
|
5.4k |
68.11 |
|
PPL Corp Equities
(PPL)
|
0.2 |
$367k |
|
11k |
33.89 |
|
Intercontinental Exchange Equities
(ICE)
|
0.2 |
$365k |
|
2.0k |
183.47 |
|
Schwab Short-Term US Treasury E Fixed Income
(SCHO)
|
0.2 |
$355k |
|
15k |
24.38 |
|
Schwab Emerging Market ETF Equities
(FNDE)
|
0.2 |
$353k |
|
11k |
33.01 |
|
Medtronic Equities
(MDT)
|
0.2 |
$352k |
|
4.0k |
87.17 |
|
Vanguard REIT ETF Equities
(VNQ)
|
0.2 |
$345k |
|
3.9k |
89.06 |
|
GE Aerospace Equities
(GE)
|
0.2 |
$334k |
|
1.3k |
257.39 |
|
Ecolab Equities
(ECL)
|
0.2 |
$332k |
|
1.2k |
269.47 |
|
Goldman Sachs Corp Equities
(GS)
|
0.2 |
$331k |
|
468.00 |
707.75 |
|
Kimberly Clark Corp Equities
(KMB)
|
0.2 |
$329k |
|
2.6k |
128.92 |
|
United Rentals Equities
(URI)
|
0.2 |
$324k |
|
430.00 |
753.40 |
|
IShares Core MSCI EM IMI ETF Equities
(IEMG)
|
0.2 |
$324k |
|
5.4k |
60.03 |
|
Digital Realty Trust Equities
(DLR)
|
0.2 |
$323k |
|
1.9k |
174.32 |
|
Walt Disney Hldg Equities
(DIS)
|
0.2 |
$320k |
|
2.6k |
124.01 |
|
Deere & Co Equities
(DE)
|
0.2 |
$312k |
|
613.00 |
508.49 |
|
Schwab Strategic TR INTRM TRM T Fixed Income
(SCHR)
|
0.2 |
$302k |
|
12k |
25.03 |
|
IShares Russell Midcap Index ET Equities
(IWR)
|
0.2 |
$281k |
|
3.1k |
91.97 |
|
Danaher Corp Equities
(DHR)
|
0.2 |
$281k |
|
1.4k |
197.54 |
|
Elevance Health Equities
(ELV)
|
0.2 |
$280k |
|
720.00 |
388.96 |
|
American Tower Equities
(AMT)
|
0.2 |
$280k |
|
1.3k |
221.00 |
|
Analog Devices Equities
(ADI)
|
0.1 |
$278k |
|
1.2k |
238.02 |
|
Qualcomm Equities
(QCOM)
|
0.1 |
$276k |
|
1.7k |
159.27 |
|
Boeing Equities
(BA)
|
0.1 |
$272k |
|
1.3k |
209.53 |
|
Dell Technologies Inc CL C Equities
(DELL)
|
0.1 |
$272k |
|
2.2k |
122.60 |
|
Target Corp Equities
(TGT)
|
0.1 |
$270k |
|
2.7k |
98.64 |
|
Lam Research Corp Equities
(LRCX)
|
0.1 |
$267k |
|
2.7k |
97.34 |
|
Wells Fargo Co Perp Pfd Cnv A Equities
(WFC.PL)
|
0.1 |
$264k |
|
225.00 |
1173.14 |
|
Netflix Equities
(NFLX)
|
0.1 |
$263k |
|
196.00 |
1339.13 |
|
SPDR Short Term Corp Bd ETF Fixed Income
(SPSB)
|
0.1 |
$261k |
|
8.6k |
30.19 |
|
IShares S&P MidCap 400 Value Equities
(IJJ)
|
0.1 |
$258k |
|
2.1k |
123.58 |
|
Nike Inc Cl B Equities
(NKE)
|
0.1 |
$252k |
|
3.5k |
71.04 |
|
Bk of America Corp Equities
(BAC)
|
0.1 |
$237k |
|
5.0k |
47.32 |
|
Texas Instruments Equities
(TXN)
|
0.1 |
$234k |
|
1.1k |
207.62 |
|
Parker Hannifin Corp Equities
(PH)
|
0.1 |
$231k |
|
331.00 |
698.47 |
|
Corning Equities
(GLW)
|
0.1 |
$230k |
|
4.4k |
52.59 |
|
Lockheed Martin Corp Equities
(LMT)
|
0.1 |
$228k |
|
492.00 |
463.15 |
|
Zoetis Equities
(ZTS)
|
0.1 |
$227k |
|
1.5k |
155.92 |
|
United Parcel Service Equities
(UPS)
|
0.1 |
$226k |
|
2.2k |
100.94 |
|
SPDR Gold Trust Equities
(GLD)
|
0.1 |
$226k |
|
740.00 |
304.83 |
|
Kenvue Equities
(KVUE)
|
0.1 |
$214k |
|
10k |
20.93 |
|
Invesco QQQ Trust Series 1 ETF Equities
(QQQ)
|
0.1 |
$213k |
|
386.00 |
551.64 |
|
Novartis AG- Equities
(NVS)
|
0.1 |
$208k |
|
1.7k |
121.00 |
|
IShares S&P 500 Value Index ETF Equities
(IVE)
|
0.1 |
$206k |
|
1.1k |
195.42 |
|
Vanguard Dividend Appreciation Equities
(VIG)
|
0.1 |
$205k |
|
1.0k |
204.67 |
|
Amcor Equities
(AMCR)
|
0.1 |
$201k |
|
22k |
9.19 |
|
Allstate Corp Equities
(ALL)
|
0.1 |
$200k |
|
995.00 |
201.33 |