First National Bank Of Omaha as of June 30, 2023
Portfolio Holdings for First National Bank Of Omaha
First National Bank Of Omaha holds 331 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.8 | $84M | 434k | 193.97 | |
Microsoft Corporation (MSFT) | 4.8 | $83M | 245k | 340.54 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $36M | 245k | 145.44 | |
Amazon (AMZN) | 1.7 | $30M | 231k | 130.36 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $30M | 88k | 341.00 | |
Pepsi (PEP) | 1.7 | $30M | 160k | 185.22 | |
Comcast Corp Cl A (CMCSA) | 1.4 | $25M | 600k | 41.55 | |
Abbott Laboratories (ABT) | 1.4 | $24M | 222k | 109.02 | |
Chevron Corporation (CVX) | 1.4 | $24M | 149k | 157.35 | |
Microchip Technology (MCHP) | 1.3 | $22M | 244k | 89.59 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $21M | 53k | 407.28 | |
Raytheon Technologies Corp (RTX) | 1.2 | $21M | 211k | 97.96 | |
NVIDIA Corporation (NVDA) | 1.2 | $21M | 49k | 423.02 | |
Nextera Energy (NEE) | 1.1 | $20M | 269k | 74.20 | |
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $19M | 155k | 120.97 | |
TJX Companies (TJX) | 1.0 | $18M | 208k | 84.79 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $18M | 147k | 119.70 | |
Johnson & Johnson (JNJ) | 1.0 | $17M | 104k | 165.52 | |
BlackRock (BLK) | 0.9 | $16M | 24k | 691.14 | |
Costco Wholesale Corporation (COST) | 0.9 | $16M | 30k | 538.38 | |
Meta Platforms Cl A (META) | 0.9 | $16M | 54k | 286.98 | |
Eli Lilly & Co. (LLY) | 0.9 | $16M | 33k | 468.98 | |
Markel Corporation (MKL) | 0.9 | $16M | 11k | 1383.18 | |
O'reilly Automotive (ORLY) | 0.8 | $15M | 15k | 955.30 | |
Coca-Cola Company (KO) | 0.8 | $15M | 242k | 60.22 | |
Exxon Mobil Corporation (XOM) | 0.8 | $14M | 132k | 107.25 | |
Texas Instruments Incorporated (TXN) | 0.8 | $14M | 79k | 180.02 | |
Broadridge Financial Solutions (BR) | 0.8 | $14M | 85k | 165.63 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $14M | 45k | 308.58 | |
Merck & Co (MRK) | 0.8 | $14M | 121k | 115.39 | |
Ptc (PTC) | 0.8 | $14M | 95k | 142.30 | |
Booking Holdings (BKNG) | 0.8 | $13M | 4.9k | 2700.33 | |
EOG Resources (EOG) | 0.8 | $13M | 114k | 114.44 | |
Medtronic SHS (MDT) | 0.7 | $13M | 148k | 88.10 | |
PerkinElmer (RVTY) | 0.7 | $12M | 104k | 118.79 | |
Procter & Gamble Company (PG) | 0.7 | $12M | 79k | 151.74 | |
UnitedHealth (UNH) | 0.7 | $12M | 24k | 480.64 | |
Wal-Mart Stores (WMT) | 0.7 | $12M | 73k | 157.18 | |
Vanguard Index Fds Value Etf (VTV) | 0.6 | $11M | 79k | 142.10 | |
Mastercard Incorporated Cl A (MA) | 0.6 | $11M | 28k | 393.30 | |
Hunzeker Holdings, Llc Class SHS | 0.6 | $11M | 99.00 | 111111.11 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $11M | 238k | 46.18 | |
Eaton Corp SHS (ETN) | 0.6 | $11M | 54k | 201.10 | |
Quanta Services (PWR) | 0.6 | $11M | 55k | 196.45 | |
Union Pacific Corporation (UNP) | 0.6 | $11M | 51k | 204.62 | |
ConocoPhillips (COP) | 0.6 | $11M | 101k | 103.61 | |
United Parcel Service CL B (UPS) | 0.6 | $10M | 57k | 179.25 | |
Us Bancorp Del Com New (USB) | 0.6 | $10M | 306k | 33.04 | |
Nestle S A Sponsored Adr (NSRGY) | 0.6 | $10M | 83k | 120.27 | |
MKS Instruments (MKSI) | 0.6 | $10M | 92k | 108.10 | |
Bristol Myers Squibb (BMY) | 0.6 | $10M | 156k | 63.95 | |
Air Products & Chemicals (APD) | 0.6 | $9.7M | 32k | 299.53 | |
Thermo Fisher Scientific (TMO) | 0.6 | $9.6M | 19k | 521.75 | |
Lowe's Companies (LOW) | 0.5 | $9.3M | 41k | 225.70 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $9.3M | 19k | 488.99 | |
Xcel Energy (XEL) | 0.5 | $9.3M | 150k | 62.17 | |
Home Depot (HD) | 0.5 | $9.2M | 30k | 310.64 | |
Brown & Brown (BRO) | 0.5 | $9.2M | 133k | 68.84 | |
Walt Disney Company (DIS) | 0.5 | $9.1M | 102k | 89.28 | |
Ecolab (ECL) | 0.5 | $8.7M | 47k | 186.69 | |
Ametek (AME) | 0.5 | $8.7M | 54k | 161.88 | |
Travelers Companies (TRV) | 0.5 | $8.7M | 50k | 173.66 | |
Qualcomm (QCOM) | 0.5 | $8.6M | 73k | 119.04 | |
Verizon Communications (VZ) | 0.5 | $8.6M | 232k | 37.19 | |
Visa Com Cl A (V) | 0.5 | $8.6M | 36k | 237.48 | |
Batten Properties SHS | 0.5 | $8.6M | 1.00 | 8595000.00 | |
Robert Half International (RHI) | 0.5 | $8.5M | 113k | 75.22 | |
Waste Management (WM) | 0.5 | $8.3M | 48k | 173.42 | |
Intercontinental Exchange (ICE) | 0.5 | $8.3M | 73k | 113.08 | |
State Street Corporation (STT) | 0.5 | $8.2M | 112k | 73.18 | |
Lamb Weston Hldgs (LW) | 0.4 | $7.8M | 68k | 114.95 | |
Edwards Lifesciences (EW) | 0.4 | $7.8M | 83k | 94.33 | |
Chubb (CB) | 0.4 | $7.7M | 40k | 192.56 | |
Roper Industries (ROP) | 0.4 | $7.7M | 16k | 480.80 | |
Cintas Corporation (CTAS) | 0.4 | $7.6M | 15k | 497.08 | |
AMN Healthcare Services (AMN) | 0.4 | $7.6M | 69k | 109.12 | |
Cullen/Frost Bankers (CFR) | 0.4 | $7.3M | 68k | 107.53 | |
Jones Lang LaSalle Incorporated (JLL) | 0.4 | $7.3M | 47k | 155.80 | |
Linde SHS (LIN) | 0.4 | $7.3M | 19k | 381.08 | |
Target Corporation (TGT) | 0.4 | $7.2M | 55k | 131.90 | |
Church & Dwight (CHD) | 0.4 | $7.1M | 71k | 100.23 | |
Franklin Electric (FELE) | 0.4 | $7.0M | 68k | 102.90 | |
Atmos Energy Corporation (ATO) | 0.4 | $6.9M | 59k | 116.34 | |
CSX Corporation (CSX) | 0.4 | $6.9M | 202k | 34.10 | |
Fiserv (FI) | 0.4 | $6.9M | 54k | 126.15 | |
Humana (HUM) | 0.4 | $6.8M | 15k | 447.13 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $6.8M | 15k | 443.28 | |
Littelfuse (LFUS) | 0.4 | $6.8M | 23k | 291.31 | |
Zoetis Cl A (ZTS) | 0.4 | $6.8M | 39k | 172.21 | |
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $6.7M | 24k | 282.96 | |
Activision Blizzard | 0.4 | $6.6M | 79k | 84.30 | |
Cisco Systems (CSCO) | 0.4 | $6.5M | 126k | 51.74 | |
Cme (CME) | 0.4 | $6.5M | 35k | 185.29 | |
Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.4 | $6.4M | 52k | 123.97 | |
RPM International (RPM) | 0.4 | $6.2M | 70k | 89.73 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $6.1M | 63k | 97.95 | |
Hcm Cayman Feeder Limted SHS | 0.4 | $6.1M | 10.00 | 612885.80 | |
MasTec (MTZ) | 0.3 | $6.1M | 52k | 117.97 | |
Constellation Brands Cl A (STZ) | 0.3 | $6.1M | 25k | 246.13 | |
Sun Communities (SUI) | 0.3 | $5.9M | 46k | 130.46 | |
Electronic Arts (EA) | 0.3 | $5.9M | 45k | 129.70 | |
Dollar General (DG) | 0.3 | $5.7M | 34k | 169.78 | |
Royal Caribbean Cruises (RCL) | 0.3 | $5.7M | 55k | 103.74 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $5.7M | 15k | 369.42 | |
Ida (IDA) | 0.3 | $5.7M | 55k | 102.60 | |
First Industrial Realty Trust (FR) | 0.3 | $5.7M | 108k | 52.64 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $5.5M | 21k | 261.48 | |
Tractor Supply Company (TSCO) | 0.3 | $5.5M | 25k | 221.10 | |
Perficient (PRFT) | 0.3 | $5.2M | 63k | 83.33 | |
Entegris (ENTG) | 0.3 | $5.2M | 47k | 110.82 | |
Pool Corporation (POOL) | 0.3 | $5.2M | 14k | 374.64 | |
Nike CL B (NKE) | 0.3 | $5.2M | 47k | 110.37 | |
Wells Fargo & Company (WFC) | 0.3 | $5.1M | 119k | 42.68 | |
American Tower Reit (AMT) | 0.3 | $5.1M | 26k | 193.94 | |
Paycom Software (PAYC) | 0.3 | $5.1M | 16k | 321.24 | |
Lebens Family Enterprises Ii SHS | 0.3 | $5.0M | 98.00 | 51097.29 | |
Timken Company (TKR) | 0.3 | $4.8M | 52k | 91.53 | |
Phillips 66 (PSX) | 0.3 | $4.7M | 49k | 95.38 | |
Honeywell International (HON) | 0.3 | $4.6M | 22k | 207.50 | |
Horizon Therapeutics Pub L SHS | 0.3 | $4.6M | 45k | 102.85 | |
Moody's Corporation (MCO) | 0.3 | $4.6M | 13k | 347.72 | |
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $4.6M | 55k | 83.92 | |
Becton, Dickinson and (BDX) | 0.3 | $4.6M | 17k | 264.01 | |
Charles Schwab Corporation (SCHW) | 0.3 | $4.5M | 79k | 56.68 | |
Amgen (AMGN) | 0.3 | $4.4M | 20k | 222.02 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.3M | 20k | 220.28 | |
Cdw (CDW) | 0.2 | $4.3M | 24k | 183.50 | |
Global Payments (GPN) | 0.2 | $4.3M | 43k | 98.52 | |
Lockheed Martin Corporation (LMT) | 0.2 | $4.3M | 9.2k | 460.38 | |
Keysight Technologies (KEYS) | 0.2 | $4.2M | 25k | 167.45 | |
American Water Works (AWK) | 0.2 | $4.0M | 28k | 142.75 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.9M | 18k | 220.16 | |
Dorman Products (DORM) | 0.2 | $3.9M | 50k | 78.83 | |
Purecycle Technologies (PCT) | 0.2 | $3.9M | 367k | 10.69 | |
Paychex (PAYX) | 0.2 | $3.9M | 35k | 111.87 | |
Realty Income (O) | 0.2 | $3.8M | 63k | 59.79 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.8M | 8.5k | 445.71 | |
Duke Energy Corp Com New (DUK) | 0.2 | $3.8M | 42k | 89.74 | |
Gentex Corporation (GNTX) | 0.2 | $3.7M | 126k | 29.26 | |
First American Financial (FAF) | 0.2 | $3.6M | 63k | 57.02 | |
Berry Plastics (BERY) | 0.2 | $3.5M | 55k | 64.34 | |
ICF International (ICFI) | 0.2 | $3.4M | 27k | 124.39 | |
Amphenol Corp Cl A (APH) | 0.2 | $3.3M | 39k | 84.95 | |
Selective Insurance (SIGI) | 0.2 | $3.3M | 35k | 95.95 | |
Morgan Stanley Com New (MS) | 0.2 | $3.3M | 38k | 85.40 | |
EnerSys (ENS) | 0.2 | $3.2M | 30k | 108.52 | |
Fmc Corp Com New (FMC) | 0.2 | $3.2M | 31k | 104.34 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $3.1M | 54k | 57.93 | |
Inmode SHS (INMD) | 0.2 | $3.1M | 84k | 37.35 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.0M | 75k | 40.68 | |
Oehlerking Holdings Lp 99pct SHS | 0.2 | $3.0M | 101k | 29.57 | |
Power Integrations (POWI) | 0.2 | $3.0M | 32k | 94.67 | |
Northern Trust Corporation (NTRS) | 0.2 | $3.0M | 40k | 74.14 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.9M | 29k | 99.65 | |
PNC Financial Services (PNC) | 0.2 | $2.9M | 23k | 125.95 | |
Rent-A-Center (UPBD) | 0.2 | $2.8M | 91k | 31.13 | |
Easterly Government Properti reit (DEA) | 0.2 | $2.8M | 193k | 14.50 | |
Omnicell (OMCL) | 0.2 | $2.7M | 37k | 73.67 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.7M | 38k | 72.50 | |
Tetra Tech (TTEK) | 0.2 | $2.6M | 16k | 163.74 | |
Leidos Holdings (LDOS) | 0.1 | $2.6M | 29k | 88.48 | |
Ambarella SHS (AMBA) | 0.1 | $2.5M | 30k | 83.67 | |
Equitable Holdings (EQH) | 0.1 | $2.5M | 91k | 27.16 | |
Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $2.4M | 24k | 102.90 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $2.4M | 24k | 103.76 | |
Pfizer (PFE) | 0.1 | $2.4M | 66k | 36.68 | |
Cnx Resources Corporation (CNX) | 0.1 | $2.4M | 136k | 17.72 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $2.4M | 3.8k | 636.02 | |
EnPro Industries (NPO) | 0.1 | $2.4M | 18k | 133.53 | |
Moelis & Co Cl A (MC) | 0.1 | $2.4M | 53k | 45.34 | |
South State Corporation (SSB) | 0.1 | $2.4M | 36k | 65.80 | |
At&t (T) | 0.1 | $2.4M | 148k | 15.95 | |
Burlington Stores (BURL) | 0.1 | $2.4M | 15k | 157.39 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.3M | 27k | 83.56 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.3M | 9.0k | 254.48 | |
Balchem Corporation (BCPC) | 0.1 | $2.3M | 17k | 134.81 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $2.2M | 22k | 96.60 | |
Blackbaud (BLKB) | 0.1 | $2.2M | 30k | 71.18 | |
Molina Healthcare (MOH) | 0.1 | $2.1M | 7.1k | 301.24 | |
Diodes Incorporated (DIOD) | 0.1 | $2.1M | 23k | 92.49 | |
Carlisle Companies (CSL) | 0.1 | $2.1M | 8.3k | 256.53 | |
Stifel Financial (SF) | 0.1 | $2.1M | 34k | 59.67 | |
Caci Intl Cl A (CACI) | 0.1 | $2.0M | 5.9k | 340.84 | |
SM Energy (SM) | 0.1 | $2.0M | 62k | 31.63 | |
Forward Air Corporation (FWRD) | 0.1 | $2.0M | 19k | 106.11 | |
Lgi Homes (LGIH) | 0.1 | $1.9M | 14k | 134.89 | |
Agree Realty Corporation (ADC) | 0.1 | $1.9M | 29k | 65.39 | |
Black Knight | 0.1 | $1.8M | 31k | 59.73 | |
Icon SHS (ICLR) | 0.1 | $1.8M | 7.3k | 250.20 | |
Casey's General Stores (CASY) | 0.1 | $1.8M | 7.4k | 243.88 | |
Qualys (QLYS) | 0.1 | $1.8M | 14k | 129.17 | |
Nexstar Media Group Common Stock (NXST) | 0.1 | $1.8M | 11k | 166.55 | |
Diamondback Energy (FANG) | 0.1 | $1.7M | 13k | 131.36 | |
Atlantic Union B (AUB) | 0.1 | $1.7M | 65k | 25.95 | |
McDonald's Corporation (MCD) | 0.1 | $1.7M | 5.6k | 298.40 | |
Fortune Brands (FBIN) | 0.1 | $1.7M | 23k | 71.95 | |
ExlService Holdings (EXLS) | 0.1 | $1.7M | 11k | 151.06 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.7M | 8.4k | 198.89 | |
Sonoco Products Company (SON) | 0.1 | $1.7M | 28k | 59.02 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.6M | 23k | 72.69 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.6M | 3.00 | 517810.00 | |
Lamar Advertising Cl A (LAMR) | 0.1 | $1.5M | 16k | 99.25 | |
International Business Machines (IBM) | 0.1 | $1.5M | 11k | 133.81 | |
Integra Lifesciences Hldgs C Com New (IART) | 0.1 | $1.5M | 35k | 41.13 | |
Oshkosh Corporation (OSK) | 0.1 | $1.4M | 16k | 86.59 | |
3M Company (MMM) | 0.1 | $1.4M | 14k | 100.09 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.3M | 14k | 96.63 | |
UMB Financial Corporation (UMBF) | 0.1 | $1.3M | 22k | 60.90 | |
Marathon Oil Corporation (MRO) | 0.1 | $1.3M | 57k | 23.02 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | 17k | 73.03 | |
Wyndham Hotels And Resorts (WH) | 0.1 | $1.2M | 18k | 68.57 | |
Valmont Industries (VMI) | 0.1 | $1.2M | 4.3k | 291.05 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.2M | 15k | 75.57 | |
Wickenburg Land Co Llc 55.5pct SHS | 0.1 | $1.1M | 1.00 | 1146196.00 | |
Integer Hldgs (ITGR) | 0.1 | $1.1M | 13k | 88.61 | |
Abbvie (ABBV) | 0.1 | $1.1M | 7.8k | 134.73 | |
Marda Properties SHS | 0.1 | $1.0M | 1.00 | 1000806.00 | |
Pacific Diabetes Technologie SHS | 0.1 | $1.0M | 1.00 | 1000000.00 | |
Parker Ten Mile Ranch SHS | 0.1 | $997k | 26.00 | 38341.50 | |
Pacira Pharmaceuticals (PCRX) | 0.1 | $991k | 25k | 40.07 | |
Onto Innovation (ONTO) | 0.1 | $986k | 8.5k | 116.47 | |
Clorox Company (CLX) | 0.1 | $937k | 5.9k | 159.04 | |
Comfort Systems USA (FIX) | 0.1 | $900k | 5.5k | 164.20 | |
Shell Spon Ads (SHEL) | 0.1 | $888k | 15k | 60.38 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $865k | 9.8k | 88.56 | |
Csw Industrials (CSWI) | 0.0 | $854k | 5.1k | 166.19 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $830k | 15k | 54.41 | |
Kforce (KFRC) | 0.0 | $815k | 13k | 62.66 | |
Advanced Energy Industries (AEIS) | 0.0 | $806k | 7.2k | 111.45 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $803k | 1.1k | 718.54 | |
Permian Resources Corp Class A Com (PR) | 0.0 | $797k | 73k | 10.96 | |
Marcus & Millichap (MMI) | 0.0 | $793k | 25k | 31.51 | |
Emerson Electric (EMR) | 0.0 | $781k | 8.6k | 90.39 | |
Monarch Casino & Resort (MCRI) | 0.0 | $777k | 11k | 70.45 | |
Boot Barn Hldgs (BOOT) | 0.0 | $775k | 9.1k | 84.69 | |
Sherwin-Williams Company (SHW) | 0.0 | $749k | 2.8k | 265.52 | |
Halyard Health (AVNS) | 0.0 | $747k | 29k | 25.56 | |
Korn Ferry Com New (KFY) | 0.0 | $739k | 15k | 49.54 | |
Northern Oil And Gas Inc Mn (NOG) | 0.0 | $718k | 21k | 34.32 | |
Barnes (B) | 0.0 | $709k | 17k | 42.19 | |
Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.0 | $708k | 9.9k | 71.64 | |
Patrick Industries (PATK) | 0.0 | $688k | 8.6k | 80.00 | |
Cigna Corp (CI) | 0.0 | $684k | 2.4k | 280.60 | |
Bank of America Corporation (BAC) | 0.0 | $676k | 24k | 28.69 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $671k | 4.5k | 149.64 | |
SPS Commerce (SPSC) | 0.0 | $666k | 3.5k | 192.06 | |
Addus Homecare Corp (ADUS) | 0.0 | $646k | 7.0k | 92.70 | |
Ishares Tr National Mun Etf (MUB) | 0.0 | $634k | 5.9k | 106.73 | |
American Woodmark Corporation (AMWD) | 0.0 | $627k | 8.2k | 76.37 | |
Benchmark Electronics (BHE) | 0.0 | $618k | 24k | 25.83 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $613k | 14k | 43.20 | |
Yum! Brands (YUM) | 0.0 | $603k | 4.4k | 138.55 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $599k | 3.7k | 162.43 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $598k | 9.8k | 61.01 | |
Stewart Information Services Corporation (STC) | 0.0 | $569k | 14k | 41.14 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $536k | 7.3k | 72.94 | |
Junipine 18 SHS | 0.0 | $525k | 1.00 | 525000.00 | |
Hostess Brands Cl A | 0.0 | $515k | 20k | 25.32 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $512k | 10k | 49.22 | |
Aon Shs Cl A (AON) | 0.0 | $504k | 1.5k | 345.20 | |
Virtual Rights Management Ll SHS | 0.0 | $500k | 100k | 5.00 | |
Sunstone Hotel Investors (SHO) | 0.0 | $495k | 49k | 10.12 | |
CTS Corporation (CTS) | 0.0 | $492k | 12k | 42.63 | |
Viavi Solutions Inc equities (VIAV) | 0.0 | $487k | 43k | 11.33 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $476k | 4.3k | 109.84 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $470k | 5.1k | 91.89 | |
Acushnet Holdings Corp (GOLF) | 0.0 | $469k | 8.6k | 54.68 | |
General Electric Com New (GE) | 0.0 | $468k | 4.3k | 109.85 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $460k | 2.5k | 187.27 | |
Colgate-Palmolive Company (CL) | 0.0 | $458k | 5.9k | 77.04 | |
James-foy Retreat SHS | 0.0 | $450k | 9.00 | 50000.00 | |
Gray Television (GTN) | 0.0 | $441k | 56k | 7.88 | |
Simon Property (SPG) | 0.0 | $439k | 3.8k | 115.48 | |
FleetCor Technologies | 0.0 | $436k | 1.7k | 251.08 | |
Supernus Pharmaceuticals (SUPN) | 0.0 | $434k | 14k | 30.06 | |
Chesapeake Utilities Corporation (CPK) | 0.0 | $434k | 3.6k | 119.00 | |
Cass Information Systems (CASS) | 0.0 | $429k | 11k | 38.78 | |
Cambium Networks Corp SHS (CMBM) | 0.0 | $423k | 28k | 15.22 | |
Automatic Data Processing (ADP) | 0.0 | $415k | 1.9k | 219.79 | |
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $413k | 2.1k | 197.45 | |
Saia (SAIA) | 0.0 | $402k | 1.2k | 342.41 | |
Broadcom (AVGO) | 0.0 | $399k | 460.00 | 867.43 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $392k | 2.8k | 138.06 | |
Lightstone Value Plus Real E SHS | 0.0 | $384k | 32k | 12.19 | |
United Bankshares (UBSI) | 0.0 | $380k | 13k | 29.67 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $371k | 4.9k | 75.23 | |
Donaldson Company (DCI) | 0.0 | $369k | 5.9k | 62.51 | |
Origin Bancorp (OBK) | 0.0 | $368k | 13k | 29.30 | |
Brp Group Com Cl A (BWIN) | 0.0 | $367k | 15k | 24.78 | |
Mercantile Bank (MBWM) | 0.0 | $359k | 13k | 27.62 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $354k | 9.0k | 39.56 | |
CVS Caremark Corporation (CVS) | 0.0 | $350k | 5.1k | 69.13 | |
Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $329k | 15k | 22.10 | |
Medpace Hldgs (MEDP) | 0.0 | $329k | 1.4k | 240.17 | |
Stryker Corporation (SYK) | 0.0 | $322k | 1.1k | 305.09 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $316k | 4.7k | 67.50 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $315k | 3.0k | 106.07 | |
Boeing Company (BA) | 0.0 | $313k | 1.5k | 211.16 | |
Hcm Cayman Feeder SHS | 0.0 | $305k | 1.00 | 305395.00 | |
Comfed/dodge Fund Ii SHS | 0.0 | $305k | 5.00 | 61062.00 | |
Harmony Biosciences Hldgs In (HRMY) | 0.0 | $301k | 8.5k | 35.19 | |
Deere & Company (DE) | 0.0 | $289k | 712.00 | 405.19 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $287k | 834.00 | 343.85 | |
Ubs Ag London Branch En Lg Cp Grwth (FBGX) | 0.0 | $282k | 472.00 | 597.83 | |
Laboratory Corp Amer Hldgs Com New | 0.0 | $265k | 1.1k | 241.33 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $260k | 759.00 | 341.93 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $260k | 358.00 | 724.75 | |
Alliant Energy Corporation (LNT) | 0.0 | $258k | 4.9k | 52.48 | |
Cryer Avenue Partnership SHS | 0.0 | $257k | 33.00 | 7786.70 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $256k | 2.4k | 108.87 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $244k | 4.5k | 54.44 | |
Consolidated Edison (ED) | 0.0 | $244k | 2.7k | 90.40 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $236k | 3.1k | 75.62 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $236k | 4.6k | 51.53 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $233k | 960.00 | 242.66 | |
Mattel (MAT) | 0.0 | $231k | 12k | 19.54 | |
Applied Materials (AMAT) | 0.0 | $220k | 1.5k | 144.54 | |
Republic Services (RSG) | 0.0 | $219k | 1.4k | 153.17 | |
Dupont De Nemours (DD) | 0.0 | $211k | 3.0k | 71.44 | |
Citigroup Com New (C) | 0.0 | $210k | 4.6k | 46.04 | |
Intel Corporation (INTC) | 0.0 | $206k | 6.2k | 33.44 | |
Trane Technologies SHS (TT) | 0.0 | $206k | 1.1k | 191.26 | |
Caterpillar (CAT) | 0.0 | $203k | 826.00 | 246.05 | |
Kinder Morgan (KMI) | 0.0 | $177k | 10k | 17.22 | |
Ford Motor Company (F) | 0.0 | $172k | 11k | 15.13 | |
Amcor Ord (AMCR) | 0.0 | $161k | 16k | 9.98 | |
Black Creek Diversified Ppty SHS | 0.0 | $115k | 13k | 8.89 | |
Aeye Cl A Com | 0.0 | $4.9k | 27k | 0.18 | |
Kiewit Rty Tr Sh Ben Int SHS | 0.0 | $586.020000 | 29k | 0.02 | |
Seaco SHS (SEAOF) | 0.0 | $0 | 20k | 0.00 | |
The Hundred Acre Woods SHS | 0.0 | $0 | 0 | 0.00 |