First Personal Financial Services

First Personal Financial Services as of March 31, 2022

Portfolio Holdings for First Personal Financial Services

First Personal Financial Services holds 335 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Accenture Plc Ireland Shs Class A (ACN) 3.4 $15M 43k 337.23
Alphabet Cap Stk Cl A (GOOGL) 3.1 $14M 4.8k 2781.35
Deere & Company (DE) 3.0 $13M 31k 415.46
Ishares Tr Core S&p500 Etf (IVV) 3.0 $13M 28k 453.70
Microsoft Corporation (MSFT) 2.7 $12M 38k 308.31
Nucor Corporation (NUE) 2.7 $12M 78k 148.65
Public Storage (PSA) 2.6 $11M 29k 390.28
Ishares Tr Core S&p Mcp Etf (IJH) 2.6 $11M 41k 268.35
Ansys (ANSS) 2.5 $11M 34k 317.66
Waste Management (WM) 2.4 $10M 66k 158.50
Proshares Tr S&p 500 Dv Arist (NOBL) 2.4 $10M 109k 94.91
American Water Works (AWK) 2.4 $10M 61k 165.52
Procter & Gamble Company (PG) 2.3 $9.9M 65k 152.80
Mccormick & Co Com Non Vtg (MKC) 2.3 $9.8M 98k 99.80
Thermo Fisher Scientific (TMO) 2.2 $9.6M 16k 590.69
Diageo Spon Adr New (DEO) 2.1 $9.1M 45k 203.15
Ishares Msci Switzerland (EWL) 2.1 $8.9M 180k 49.10
Pfizer (PFE) 1.9 $8.1M 156k 51.77
Unilever Spon Adr New (UL) 1.8 $7.9M 173k 45.57
Ishares Tr S&p Mc 400gr Etf (IJK) 1.8 $7.6M 98k 77.27
Wal-Mart Stores (WMT) 1.7 $7.2M 48k 148.93
Badger Meter (BMI) 1.7 $7.1M 71k 99.72
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.6 $7.0M 256k 27.52
Starbucks Corporation (SBUX) 1.6 $6.9M 76k 90.96
Oracle Corporation (ORCL) 1.5 $6.6M 80k 82.72
Colgate-Palmolive Company (CL) 1.5 $6.6M 87k 75.83
Costco Wholesale Corporation (COST) 1.5 $6.5M 11k 575.87
Equinix (EQIX) 1.5 $6.4M 8.7k 741.65
Apple (AAPL) 1.5 $6.4M 37k 174.61
Vanguard World Fds Consum Stp Etf (VDC) 1.5 $6.2M 32k 195.90
Infosys Sponsored Adr (INFY) 1.3 $5.7M 231k 24.89
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $5.7M 54k 104.27
Pepsi (PEP) 1.3 $5.5M 33k 167.37
Electronic Arts (EA) 1.2 $5.2M 41k 126.50
Target Corporation (TGT) 1.2 $5.0M 24k 212.24
McDonald's Corporation (MCD) 1.1 $4.9M 20k 247.30
Ishares Tr Tips Bd Etf (TIP) 1.0 $4.5M 36k 124.58
Clorox Company (CLX) 1.0 $4.5M 32k 139.02
JPMorgan Chase & Co. (JPM) 1.0 $4.4M 32k 136.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $4.2M 57k 74.82
Kimberly-Clark Corporation (KMB) 1.0 $4.2M 34k 123.15
Verizon Communications (VZ) 1.0 $4.2M 82k 50.93
Activision Blizzard 1.0 $4.1M 52k 80.11
Cisco Systems (CSCO) 0.9 $4.1M 73k 55.76
Cognizant Technology Solutio Cl A (CTSH) 0.9 $4.0M 45k 89.67
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $3.9M 71k 54.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $3.7M 34k 108.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $3.3M 42k 79.54
Vornado Rlty Tr Sh Ben Int (VNO) 0.7 $3.2M 71k 45.31
FactSet Research Systems (FDS) 0.6 $2.6M 5.9k 434.07
Newmont Mining Corporation (NEM) 0.6 $2.5M 32k 79.47
Cal Maine Foods Com New (CALM) 0.6 $2.5M 46k 55.22
Intel Corporation (INTC) 0.6 $2.4M 48k 49.56
Essential Utils (WTRG) 0.5 $2.2M 43k 51.14
Cerner Corporation 0.5 $2.1M 22k 93.57
Sony Group Corporation Sponsored Adr (SONY) 0.5 $2.1M 20k 102.69
Coca-Cola Company (KO) 0.4 $1.9M 30k 61.99
Intuit (INTU) 0.4 $1.8M 3.7k 480.94
Visa Com Cl A (V) 0.4 $1.8M 7.9k 221.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.7M 4.8k 352.87
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 564.00 2792.55
Sk Telecom Sponsored Adr (SKM) 0.3 $1.4M 56k 25.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M 18k 76.40
Nextera Energy (NEE) 0.3 $1.3M 16k 84.73
Daktronics (DAKT) 0.3 $1.3M 338k 3.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 2.9k 451.48
C H Robinson Worldwide Com New (CHRW) 0.3 $1.3M 12k 107.71
Vanguard World Fds Utilities Etf (VPU) 0.3 $1.2M 7.3k 161.82
Ambev Sa Sponsored Adr (ABEV) 0.3 $1.1M 346k 3.23
Freeport-mcmoran CL B (FCX) 0.3 $1.1M 23k 49.74
Sherwin-Williams Company (SHW) 0.2 $992k 4.0k 249.56
Johnson & Johnson (JNJ) 0.2 $937k 5.3k 177.19
Duke Energy Corp Com New (DUK) 0.2 $920k 8.2k 111.68
Haemonetics Corporation (HAE) 0.2 $794k 13k 63.23
Laboratory Corp Amer Hldgs Com New 0.2 $747k 2.8k 263.49
Walt Disney Company (DIS) 0.2 $724k 5.3k 137.23
Canadian Natl Ry (CNI) 0.2 $649k 4.8k 134.17
Waters Corporation (WAT) 0.1 $598k 1.9k 310.17
McKesson Corporation (MCK) 0.1 $587k 1.9k 305.89
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $546k 3.4k 162.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $509k 9.8k 51.70
Abbott Laboratories (ABT) 0.1 $488k 4.1k 118.33
Lowe's Companies (LOW) 0.1 $459k 2.3k 202.02
Rbc Cad (RY) 0.1 $458k 4.2k 110.26
Ishares Tr Conser Alloc Etf (AOK) 0.1 $453k 12k 37.68
Amazon (AMZN) 0.1 $398k 122.00 3262.30
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $393k 4.1k 96.85
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $385k 4.7k 81.86
Exxon Mobil Corporation (XOM) 0.1 $364k 4.4k 82.63
UnitedHealth (UNH) 0.1 $360k 705.00 510.64
Wells Fargo & Company (WFC) 0.1 $359k 7.4k 48.45
Union Pacific Corporation (UNP) 0.1 $358k 1.3k 273.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $354k 1.7k 208.48
3M Company (MMM) 0.1 $350k 2.3k 149.00
Novartis Sponsored Adr (NVS) 0.1 $346k 3.9k 87.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $341k 4.4k 78.01
O'reilly Automotive (ORLY) 0.1 $329k 480.00 685.42
Adobe Systems Incorporated (ADBE) 0.1 $323k 709.00 455.57
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $319k 6.8k 47.19
Marriott Intl Cl A (MAR) 0.1 $316k 1.8k 175.56
PNC Financial Services (PNC) 0.1 $314k 1.7k 184.71
International Business Machines (IBM) 0.1 $302k 2.3k 129.89
Medtronic SHS (MDT) 0.1 $296k 2.7k 110.90
Merck & Co (MRK) 0.1 $292k 3.6k 82.07
Abb Sponsored Adr (ABBNY) 0.1 $286k 8.8k 32.37
Emerson Electric (EMR) 0.1 $284k 2.9k 97.90
Mid-America Apartment (MAA) 0.1 $280k 1.3k 209.27
National Presto Industries (NPK) 0.1 $266k 3.5k 76.81
CSX Corporation (CSX) 0.0 $206k 5.5k 37.44
BlackRock 0.0 $203k 265.00 766.04
Vanguard World Fds Energy Etf (VDE) 0.0 $198k 1.9k 106.85
Roper Industries (ROP) 0.0 $198k 420.00 471.43
Ford Motor Company (F) 0.0 $195k 12k 16.94
AutoZone (AZO) 0.0 $194k 95.00 2042.11
Blackstone Group Inc Com Cl A (BX) 0.0 $194k 1.5k 126.88
Honeywell International (HON) 0.0 $188k 965.00 194.82
Fifth Third Ban (FITB) 0.0 $185k 4.3k 43.02
Servicenow (NOW) 0.0 $175k 315.00 555.56
Raytheon Technologies Corp (RTX) 0.0 $173k 1.7k 99.03
General Dynamics Corporation (GD) 0.0 $168k 696.00 241.38
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $165k 3.0k 55.65
Meta Platforms Cl A (META) 0.0 $161k 725.00 222.07
Proshares Tr Ultrashrt S&p500 (SDS) 0.0 $159k 4.3k 37.40
Host Hotels & Resorts (HST) 0.0 $159k 8.2k 19.43
Masco Corporation (MAS) 0.0 $158k 3.1k 50.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $156k 2.0k 78.91
Progressive Corporation (PGR) 0.0 $154k 1.4k 113.65
Us Bancorp Del Com New (USB) 0.0 $151k 2.8k 53.09
L3harris Technologies (LHX) 0.0 $144k 580.00 248.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $143k 515.00 277.67
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $140k 842.00 166.27
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $139k 2.8k 49.06
National Health Investors (NHI) 0.0 $137k 2.3k 58.92
Consolidated Edison (ED) 0.0 $136k 1.4k 94.51
Qualcomm (QCOM) 0.0 $134k 875.00 153.14
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $130k 1.9k 67.18
Molson Coors Beverage CL B (TAP) 0.0 $125k 2.3k 53.33
Select Sector Spdr Tr Technology (XLK) 0.0 $121k 763.00 158.58
PPL Corporation (PPL) 0.0 $120k 4.2k 28.50
Kroger (KR) 0.0 $115k 2.0k 57.50
Bristol Myers Squibb (BMY) 0.0 $114k 1.6k 73.31
PPG Industries (PPG) 0.0 $112k 856.00 130.84
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $110k 1.5k 74.58
Stryker Corporation (SYK) 0.0 $109k 406.00 268.47
Ishares Tr Russell 2000 Etf (IWM) 0.0 $101k 490.00 206.12
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $100k 584.00 171.23
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $98k 2.1k 47.53
Intuitive Surgical Com New (ISRG) 0.0 $98k 324.00 302.47
United Parcel Service CL B (UPS) 0.0 $97k 451.00 215.08
Amgen (AMGN) 0.0 $96k 395.00 243.04
Eli Lilly & Co. (LLY) 0.0 $95k 331.00 287.01
Stericycle (SRCL) 0.0 $94k 1.6k 58.75
Atmos Energy Corporation (ATO) 0.0 $94k 790.00 118.99
At&t (T) 0.0 $92k 3.9k 23.54
Vanguard World Fds Health Car Etf (VHT) 0.0 $91k 356.00 255.62
Potlatch Corporation (PCH) 0.0 $85k 1.6k 52.44
Ishares Tr Ishares Biotech (IBB) 0.0 $84k 648.00 129.63
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $84k 2.2k 38.18
Abbvie (ABBV) 0.0 $83k 514.00 161.48
Sprott Physical Gold Tr Unit (PHYS) 0.0 $83k 5.4k 15.32
ConocoPhillips (COP) 0.0 $81k 808.00 100.25
Vanguard Index Fds Small Cp Etf (VB) 0.0 $79k 371.00 212.94
Caterpillar (CAT) 0.0 $79k 353.00 223.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $78k 1.0k 77.61
Select Sector Spdr Tr Financial (XLF) 0.0 $77k 2.0k 38.50
Public Service Enterprise (PEG) 0.0 $72k 1.0k 70.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $71k 525.00 135.24
Barings Bdc (BBDC) 0.0 $68k 6.6k 10.28
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $68k 3.5k 19.37
Northwest Natural Holdin (NWN) 0.0 $67k 1.3k 51.94
New Jersey Resources Corporation (NJR) 0.0 $66k 1.4k 45.55
Advanced Micro Devices (AMD) 0.0 $66k 607.00 108.73
Boeing Company (BA) 0.0 $62k 324.00 191.36
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $60k 253.00 237.15
Cgi Cl A Sub Vtg (GIB) 0.0 $60k 750.00 80.00
Dupont De Nemours (DD) 0.0 $58k 790.00 73.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $57k 564.00 101.06
MGE Energy (MGEE) 0.0 $56k 701.00 79.89
Sanofi Sponsored Adr (SNY) 0.0 $56k 1.1k 50.91
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $56k 330.00 169.70
Ishares Tr U.s. Tech Etf (IYW) 0.0 $56k 546.00 102.56
Micron Technology (MU) 0.0 $55k 700.00 78.57
Kraft Heinz (KHC) 0.0 $54k 1.4k 39.13
Starwood Property Trust (STWD) 0.0 $51k 2.1k 24.00
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $51k 167.00 305.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $51k 142.00 359.15
Texas Instruments Incorporated (TXN) 0.0 $50k 270.00 185.19
Automatic Data Processing (ADP) 0.0 $50k 220.00 227.27
Dow (DOW) 0.0 $50k 790.00 63.29
Truist Financial Corp equities (TFC) 0.0 $50k 877.00 57.01
Lockheed Martin Corporation (LMT) 0.0 $49k 110.00 445.45
Shell Spon Ads (SHEL) 0.0 $48k 870.00 55.17
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $47k 1.0k 44.80
Pinnacle West Capital Corporation (PNW) 0.0 $47k 601.00 78.20
Air Products & Chemicals (APD) 0.0 $47k 190.00 247.37
Becton, Dickinson and (BDX) 0.0 $46k 173.00 265.90
General Electric Com New (GE) 0.0 $46k 506.00 90.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $46k 200.00 230.00
Ishares Tr Core Msci Eafe (IEFA) 0.0 $46k 665.00 69.17
Chubb (CB) 0.0 $45k 212.00 212.26
Dominion Resources (D) 0.0 $45k 527.00 85.39
Ishares Tr Select Divid Etf (DVY) 0.0 $45k 350.00 128.57
Corteva (CTVA) 0.0 $45k 790.00 56.96
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $44k 902.00 48.78
American Electric Power Company (AEP) 0.0 $43k 426.00 100.94
Vanguard World Mega Cap Val Etf (MGV) 0.0 $43k 400.00 107.50
Northern Trust Corporation (NTRS) 0.0 $43k 365.00 117.81
Chevron Corporation (CVX) 0.0 $42k 260.00 161.54
SPX Corporation 0.0 $42k 856.00 49.07
Duke Realty Corp Com New 0.0 $41k 700.00 58.57
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $39k 825.00 47.27
Celsius Hldgs Com New (CELH) 0.0 $38k 685.00 55.47
Brown Forman Corp CL B (BF.B) 0.0 $38k 562.00 67.62
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $38k 485.00 78.35
American Express Company (AXP) 0.0 $37k 200.00 185.00
Ishares Tr Global 100 Etf (IOO) 0.0 $37k 480.00 77.08
salesforce (CRM) 0.0 $36k 169.00 213.02
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $36k 347.00 103.75
Compass Minerals International (CMP) 0.0 $35k 560.00 62.50
Paychex (PAYX) 0.0 $35k 255.00 137.25
NVIDIA Corporation (NVDA) 0.0 $33k 120.00 275.00
Wec Energy Group (WEC) 0.0 $32k 320.00 100.00
Hershey Company (HSY) 0.0 $32k 150.00 213.33
Gilead Sciences (GILD) 0.0 $31k 520.00 59.62
Philip Morris International (PM) 0.0 $31k 330.00 93.94
Illumina (ILMN) 0.0 $30k 85.00 352.94
Cintas Corporation (CTAS) 0.0 $30k 70.00 428.57
Comcast Corp Cl A (CMCSA) 0.0 $30k 634.00 47.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $29k 183.00 158.47
Enterprise Products Partners (EPD) 0.0 $27k 1.1k 25.57
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $27k 445.00 60.67
Edison International (EIX) 0.0 $27k 380.00 71.05
International Flavors & Fragrances (IFF) 0.0 $26k 200.00 130.00
American Tower Reit (AMT) 0.0 $25k 101.00 247.52
Acuity Brands (AYI) 0.0 $25k 130.00 192.31
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $24k 202.00 118.81
Darden Restaurants (DRI) 0.0 $24k 180.00 133.33
Cadence Bank (CADE) 0.0 $22k 760.00 28.95
Novo-nordisk A S Adr (NVO) 0.0 $22k 202.00 108.91
Advance Auto Parts (AAP) 0.0 $22k 105.00 209.52
Check Point Software Tech Lt Ord (CHKP) 0.0 $22k 158.00 139.24
Kellogg Company (K) 0.0 $21k 325.00 64.62
Illinois Tool Works (ITW) 0.0 $21k 100.00 210.00
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $21k 280.00 75.00
Bank of America Corporation (BAC) 0.0 $21k 503.00 41.75
Tc Energy Corp (TRP) 0.0 $20k 350.00 57.14
Essex Property Trust (ESS) 0.0 $20k 59.00 338.98
Eversource Energy (ES) 0.0 $20k 225.00 88.89
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $20k 69.00 289.86
Alcon Ord Shs (ALC) 0.0 $20k 250.00 80.00
Ecolab (ECL) 0.0 $19k 105.00 180.95
Broadcom (AVGO) 0.0 $19k 30.00 633.33
FedEx Corporation (FDX) 0.0 $19k 82.00 231.71
Xylem (XYL) 0.0 $19k 225.00 84.44
Phillips Edison & Co Common Stock (PECO) 0.0 $18k 522.00 34.48
Huntington Ingalls Inds (HII) 0.0 $18k 90.00 200.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $18k 135.00 133.33
Ingles Mkts Cl A (IMKTA) 0.0 $17k 195.00 87.18
Albemarle Corporation (ALB) 0.0 $17k 75.00 226.67
Sap Se Spon Adr (SAP) 0.0 $17k 154.00 110.39
Applied Materials (AMAT) 0.0 $17k 126.00 134.92
Carrier Global Corporation (CARR) 0.0 $17k 380.00 44.74
Tanger Factory Outlet Centers (SKT) 0.0 $17k 980.00 17.35
Te Connectivity SHS 0.0 $16k 124.00 129.03
Home Depot (HD) 0.0 $16k 53.00 301.89
W.W. Grainger (GWW) 0.0 $16k 31.00 516.13
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $16k 1.4k 11.44
Sirius Xm Holdings 0.0 $15k 2.3k 6.67
Vodafone Group Sponsored Adr (VOD) 0.0 $15k 878.00 17.08
T. Rowe Price (TROW) 0.0 $15k 100.00 150.00
Jack Henry & Associates (JKHY) 0.0 $15k 75.00 200.00
CVS Caremark Corporation (CVS) 0.0 $15k 149.00 100.67
FirstEnergy (FE) 0.0 $14k 300.00 46.67
Bce Com New (BCE) 0.0 $14k 250.00 56.00
Teleflex Incorporated (TFX) 0.0 $14k 40.00 350.00
Vanguard Index Fds Value Etf (VTV) 0.0 $14k 93.00 150.54
Mondelez Intl Cl A (MDLZ) 0.0 $14k 216.00 64.81
Regions Financial Corporation (RF) 0.0 $14k 648.00 21.60
Biogen Idec (BIIB) 0.0 $13k 60.00 216.67
Zimmer Holdings (ZBH) 0.0 $13k 100.00 130.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $13k 39.00 333.33
Tesla Motors (TSLA) 0.0 $12k 11.00 1090.91
Ameriprise Financial (AMP) 0.0 $12k 40.00 300.00
Ishares Tr Us Home Cons Etf (ITB) 0.0 $12k 200.00 60.00
Cigna Corp (CI) 0.0 $12k 48.00 250.00
Constellation Brands Cl A (STZ) 0.0 $12k 54.00 222.22
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $12k 170.00 70.59
Global X Fds Cybrscurty Etf (BUG) 0.0 $12k 380.00 31.58
Equity Residential Sh Ben Int (EQR) 0.0 $11k 125.00 88.00
Campbell Soup Company (CPB) 0.0 $11k 250.00 44.00
Glaxosmithkline Sponsored Adr 0.0 $11k 250.00 44.00
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $11k 26.00 423.08
Trimble Navigation (TRMB) 0.0 $11k 156.00 70.51
Alcoa (AA) 0.0 $11k 122.00 90.16
Hp (HPQ) 0.0 $11k 316.00 34.81
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $10k 90.00 111.11
Altria (MO) 0.0 $10k 191.00 52.36
Walgreen Boots Alliance (WBA) 0.0 $9.0k 203.00 44.34
Ishares Tr Core Div Grwth (DGRO) 0.0 $9.0k 170.00 52.94
Crown Castle Intl (CCI) 0.0 $9.0k 49.00 183.67
Vanguard Index Fds Growth Etf (VUG) 0.0 $9.0k 33.00 272.73
Travelers Companies (TRV) 0.0 $9.0k 50.00 180.00
Atlas Air Worldwide Hldgs In Com New 0.0 $9.0k 100.00 90.00
BorgWarner (BWA) 0.0 $9.0k 225.00 40.00
Nike CL B (NKE) 0.0 $9.0k 70.00 128.57
Baidu Spon Adr Rep A (BIDU) 0.0 $9.0k 65.00 138.46
Otis Worldwide Corp (OTIS) 0.0 $8.0k 100.00 80.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $8.0k 72.00 111.11
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $8.0k 35.00 228.57
Organon & Co Common Stock (OGN) 0.0 $8.0k 231.00 34.63
Hanesbrands (HBI) 0.0 $7.0k 480.00 14.58
Tyson Foods Cl A (TSN) 0.0 $6.0k 62.00 96.77
Carnival Corp Common Stock (CCL) 0.0 $6.0k 300.00 20.00
Watts Water Technologies Cl A (WTS) 0.0 $5.0k 33.00 151.52
Option Care Health Com New (OPCH) 0.0 $5.0k 169.00 29.59
Ishares Tr U.s. Finls Etf (IYF) 0.0 $5.0k 60.00 83.33
PG&E Corporation (PCG) 0.0 $5.0k 450.00 11.11
V.F. Corporation (VFC) 0.0 $4.0k 75.00 53.33
Neurocrine Biosciences (NBIX) 0.0 $3.0k 28.00 107.14
First Tr Exchange Traded Wtr Etf (FIW) 0.0 $3.0k 40.00 75.00
Dell Technologies CL C (DELL) 0.0 $3.0k 67.00 44.78
Moderna (MRNA) 0.0 $2.0k 13.00 153.85
Autodesk (ADSK) 0.0 $2.0k 11.00 181.82
LSI Industries (LYTS) 0.0 $1.0k 118.00 8.47
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $1.0k 25.00 40.00
Amplify Etf Tr Seymour Cannbs (CNBS) 0.0 $1.0k 100.00 10.00
Kyndryl Hldgs Common Stock (KD) 0.0 $1.0k 80.00 12.50
AFLAC Incorporated (AFL) 0.0 $999.999000 21.00 47.62
Brookdale Senior Living (BKD) 0.0 $999.997500 75.00 13.33
Astrazeneca Sponsored Adr (AZN) 0.0 $0 1.00 0.00
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $0 1.00 0.00
Spectrum Pharmaceuticals 0.0 $0 370.00 0.00
Tenet Healthcare Corp Com New (THC) 0.0 $0 2.00 0.00
Synovus Finl Corp Com New (SNV) 0.0 $0 10.00 0.00
Zimvie (ZIMV) 0.0 $0 10.00 0.00