First Personal Financial Services as of Sept. 30, 2023
Portfolio Holdings for First Personal Financial Services
First Personal Financial Services holds 389 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Accenture Plc Ireland Shs Class A (ACN) | 3.6 | $14M | 45k | 307.11 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $12M | 95k | 130.86 | |
Microsoft Corporation (MSFT) | 3.0 | $11M | 36k | 315.75 | |
Nucor Corporation (NUE) | 2.8 | $11M | 69k | 156.35 | |
Waste Management (WM) | 2.8 | $11M | 70k | 152.44 | |
Deere & Company (DE) | 2.6 | $10M | 27k | 377.38 | |
Ansys (ANSS) | 2.6 | $10M | 34k | 297.55 | |
Thermo Fisher Scientific (TMO) | 2.6 | $9.9M | 20k | 506.18 | |
Procter & Gamble Company (PG) | 2.6 | $9.9M | 68k | 145.86 | |
Unilever Spon Adr New (UL) | 2.5 | $9.6M | 195k | 49.40 | |
Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $9.6M | 22k | 429.43 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $9.2M | 37k | 249.35 | |
Badger Meter (BMI) | 2.3 | $8.8M | 61k | 143.87 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 2.3 | $8.7M | 98k | 88.55 | |
American Water Works (AWK) | 2.2 | $8.6M | 69k | 123.83 | |
Mccormick & Co Com Non Vtg (MKC) | 2.2 | $8.5M | 113k | 75.64 | |
Public Storage (PSA) | 2.1 | $8.1M | 31k | 263.52 | |
Ishares Msci Switzerland (EWL) | 2.1 | $8.0M | 184k | 43.57 | |
Wal-Mart Stores (WMT) | 2.0 | $7.6M | 48k | 159.93 | |
Oracle Corporation (ORCL) | 1.9 | $7.4M | 70k | 105.92 | |
Starbucks Corporation (SBUX) | 1.9 | $7.1M | 78k | 91.27 | |
Colgate-Palmolive Company (CL) | 1.8 | $7.0M | 99k | 71.11 | |
Equinix (EQIX) | 1.8 | $6.8M | 9.3k | 726.28 | |
Diageo Spon Adr New (DEO) | 1.7 | $6.7M | 45k | 149.18 | |
Apple (AAPL) | 1.7 | $6.4M | 37k | 171.21 | |
Costco Wholesale Corporation (COST) | 1.6 | $6.2M | 11k | 564.95 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 1.6 | $6.1M | 85k | 72.24 | |
Vanguard World Fds Consum Stp Etf (VDC) | 1.6 | $6.1M | 33k | 182.67 | |
Pepsi (PEP) | 1.5 | $5.9M | 35k | 169.44 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $5.5M | 63k | 86.90 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $5.3M | 37k | 145.02 | |
Exxon Mobil Corporation (XOM) | 1.3 | $5.0M | 43k | 117.58 | |
Kimberly-Clark Corporation (KMB) | 1.3 | $5.0M | 42k | 120.85 | |
Amgen (AMGN) | 1.3 | $5.0M | 19k | 268.76 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.3 | $5.0M | 200k | 24.89 | |
Electronic Arts (EA) | 1.2 | $4.8M | 40k | 120.40 | |
Clorox Company (CLX) | 1.1 | $4.3M | 33k | 131.06 | |
Cisco Systems (CSCO) | 1.1 | $4.2M | 79k | 53.76 | |
Infosys Sponsored Adr (INFY) | 1.1 | $4.2M | 243k | 17.11 | |
McDonald's Corporation (MCD) | 1.0 | $4.0M | 15k | 263.44 | |
Ishares Tr Tips Bd Etf (TIP) | 0.9 | $3.6M | 35k | 103.72 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $3.1M | 43k | 72.72 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.8 | $3.0M | 62k | 48.65 | |
Verizon Communications (VZ) | 0.7 | $2.9M | 88k | 32.41 | |
Target Corporation (TGT) | 0.7 | $2.8M | 26k | 110.57 | |
Intuit (INTU) | 0.7 | $2.6M | 5.2k | 510.95 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $2.6M | 37k | 69.78 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.7 | $2.6M | 38k | 67.74 | |
Intel Corporation (INTC) | 0.6 | $2.3M | 65k | 35.55 | |
FactSet Research Systems (FDS) | 0.6 | $2.2M | 5.0k | 437.26 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $2.1M | 28k | 75.66 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.1M | 5.9k | 350.30 | |
Newmont Mining Corporation (NEM) | 0.5 | $1.8M | 50k | 36.95 | |
Sony Group Corp Sponsored Adr (SONY) | 0.5 | $1.8M | 22k | 82.41 | |
Visa Com Cl A (V) | 0.5 | $1.8M | 7.7k | 230.02 | |
3M Company (MMM) | 0.4 | $1.7M | 18k | 93.62 | |
Coca-Cola Company (KO) | 0.4 | $1.6M | 29k | 55.98 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.5M | 3.5k | 427.48 | |
Essential Utils (WTRG) | 0.4 | $1.5M | 43k | 34.33 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | 9.7k | 131.85 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | 16k | 68.42 | |
C H Robinson Worldwide Com New (CHRW) | 0.3 | $999k | 12k | 86.13 | |
Haemonetics Corporation (HAE) | 0.2 | $940k | 11k | 89.58 | |
Ambev Sa Sponsored Adr (ABEV) | 0.2 | $939k | 364k | 2.58 | |
Sk Telecom Sponsored Adr (SKM) | 0.2 | $878k | 41k | 21.46 | |
Nextera Energy (NEE) | 0.2 | $861k | 15k | 57.29 | |
Vanguard World Fds Utilities Etf (VPU) | 0.2 | $843k | 6.6k | 127.54 | |
Johnson & Johnson (JNJ) | 0.2 | $708k | 4.5k | 155.75 | |
Duke Energy Corp Com New (DUK) | 0.2 | $696k | 7.9k | 88.26 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $664k | 13k | 49.83 | |
McKesson Corporation (MCK) | 0.2 | $655k | 1.5k | 434.85 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $558k | 2.8k | 201.05 | |
Waters Corporation (WAT) | 0.1 | $529k | 1.9k | 274.21 | |
Canadian Natl Ry (CNI) | 0.1 | $524k | 4.8k | 108.33 | |
Amazon (AMZN) | 0.1 | $520k | 4.1k | 127.12 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $518k | 54k | 9.68 | |
International Business Machines (IBM) | 0.1 | $497k | 3.5k | 140.30 | |
Lowe's Companies (LOW) | 0.1 | $494k | 2.4k | 207.84 | |
Potlatch Corporation (PCH) | 0.1 | $485k | 11k | 45.39 | |
Chevron Corporation (CVX) | 0.1 | $475k | 2.8k | 168.62 | |
Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $446k | 13k | 33.96 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $407k | 2.6k | 155.38 | |
Merck & Co (MRK) | 0.1 | $393k | 3.8k | 102.95 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $391k | 767.00 | 509.90 | |
Walt Disney Company (DIS) | 0.1 | $383k | 4.7k | 81.05 | |
Novartis Sponsored Adr (NVS) | 0.1 | $379k | 3.7k | 101.86 | |
Abbott Laboratories (ABT) | 0.1 | $375k | 3.9k | 96.85 | |
Marriott Intl Cl A (MAR) | 0.1 | $372k | 1.9k | 196.56 | |
National Presto Industries (NPK) | 0.1 | $350k | 4.8k | 72.46 | |
Rbc Cad (RY) | 0.1 | $343k | 3.9k | 87.44 | |
Honeywell International (HON) | 0.1 | $336k | 1.8k | 184.74 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $333k | 3.7k | 89.97 | |
O'reilly Automotive (ORLY) | 0.1 | $318k | 350.00 | 908.86 | |
UnitedHealth (UNH) | 0.1 | $316k | 627.00 | 504.19 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $313k | 1.6k | 195.69 | |
Emerson Electric (EMR) | 0.1 | $300k | 3.1k | 96.57 | |
Texas Pacific Land Corp (TPL) | 0.1 | $295k | 162.00 | 1823.56 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $292k | 4.2k | 69.25 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $286k | 4.0k | 72.31 | |
American Express Company (AXP) | 0.1 | $283k | 1.9k | 149.19 | |
Kraft Heinz (KHC) | 0.1 | $259k | 7.7k | 33.64 | |
Union Pacific Corporation (UNP) | 0.1 | $255k | 1.3k | 203.63 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $253k | 6.4k | 39.19 | |
Staar Surgical Com Par $0.01 (STAA) | 0.1 | $252k | 6.3k | 40.18 | |
AutoZone (AZO) | 0.1 | $241k | 95.00 | 2540.00 | |
Vanguard World Fds Energy Etf (VDE) | 0.1 | $226k | 1.8k | 126.74 | |
ConocoPhillips (COP) | 0.1 | $219k | 1.8k | 119.80 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $212k | 1.0k | 212.41 | |
Trane Technologies SHS (TT) | 0.1 | $207k | 1.0k | 202.91 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $206k | 615.00 | 334.83 | |
Rockwell Automation (ROK) | 0.1 | $200k | 700.00 | 285.87 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $187k | 5.0k | 37.29 | |
CSX Corporation (CSX) | 0.0 | $183k | 6.0k | 30.75 | |
Roper Industries (ROP) | 0.0 | $179k | 370.00 | 484.28 | |
Progressive Corporation (PGR) | 0.0 | $179k | 1.3k | 139.30 | |
Medtronic SHS (MDT) | 0.0 | $174k | 2.2k | 78.36 | |
Mid-America Apartment (MAA) | 0.0 | $172k | 1.3k | 128.65 | |
PPG Industries (PPG) | 0.0 | $169k | 1.3k | 129.80 | |
Masco Corporation (MAS) | 0.0 | $163k | 3.1k | 53.45 | |
Consolidated Edison (ED) | 0.0 | $161k | 1.9k | 85.53 | |
Dupont De Nemours (DD) | 0.0 | $157k | 2.1k | 74.59 | |
Eli Lilly & Co. (LLY) | 0.0 | $157k | 292.00 | 537.13 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $150k | 1.4k | 107.14 | |
Caterpillar (CAT) | 0.0 | $146k | 533.00 | 273.00 | |
PNC Financial Services (PNC) | 0.0 | $146k | 1.2k | 122.77 | |
Qualcomm (QCOM) | 0.0 | $145k | 1.3k | 111.06 | |
Ford Motor Company (F) | 0.0 | $144k | 12k | 12.42 | |
Southern Company (SO) | 0.0 | $141k | 2.2k | 64.72 | |
At&t (T) | 0.0 | $141k | 9.4k | 15.02 | |
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $136k | 2.8k | 49.17 | |
Abbvie (ABBV) | 0.0 | $136k | 909.00 | 149.06 | |
Dow (DOW) | 0.0 | $135k | 2.6k | 51.56 | |
General Dynamics Corporation (GD) | 0.0 | $133k | 600.00 | 220.97 | |
Host Hotels & Resorts (HST) | 0.0 | $132k | 8.2k | 16.07 | |
Lockheed Martin Corporation (LMT) | 0.0 | $124k | 302.00 | 408.96 | |
Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $123k | 1.2k | 104.48 | |
Servicenow (NOW) | 0.0 | $120k | 215.00 | 558.96 | |
National Health Investors (NHI) | 0.0 | $119k | 2.3k | 51.36 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $119k | 1.7k | 70.76 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $119k | 569.00 | 208.24 | |
Ameriprise Financial (AMP) | 0.0 | $118k | 358.00 | 329.68 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $114k | 1.9k | 58.79 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $113k | 742.00 | 151.82 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $112k | 1.2k | 94.21 | |
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $112k | 2.8k | 39.44 | |
Orla Mining LTD New F (ORLA) | 0.0 | $111k | 31k | 3.57 | |
Eastman Chemical Company (EMN) | 0.0 | $111k | 1.4k | 76.72 | |
Raytheon Technologies Corp (RTX) | 0.0 | $111k | 1.5k | 71.97 | |
Cameco Corporation (CCJ) | 0.0 | $110k | 2.8k | 39.64 | |
Celsius Hldgs Com New (CELH) | 0.0 | $108k | 630.00 | 171.60 | |
BlackRock (BLK) | 0.0 | $107k | 165.00 | 646.49 | |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $106k | 4.2k | 25.29 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $103k | 580.00 | 176.74 | |
Wells Fargo & Company (WFC) | 0.0 | $102k | 2.5k | 40.86 | |
Molson Coors Beverage CL B (TAP) | 0.0 | $101k | 1.6k | 63.59 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $97k | 365.00 | 265.99 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $95k | 1.0k | 94.04 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $95k | 324.00 | 292.29 | |
Proshares Tr Ultrashrt S&p500 (SDS) | 0.0 | $94k | 2.5k | 37.12 | |
Kroger (KR) | 0.0 | $90k | 2.0k | 44.75 | |
L3harris Technologies (LHX) | 0.0 | $89k | 510.00 | 174.12 | |
Phillips 66 (PSX) | 0.0 | $89k | 738.00 | 120.15 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $88k | 864.00 | 101.40 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $87k | 3.9k | 22.16 | |
Wec Energy Group (WEC) | 0.0 | $87k | 1.1k | 80.55 | |
Sanofi Sponsored Adr (SNY) | 0.0 | $85k | 1.6k | 53.64 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $84k | 356.00 | 235.10 | |
Atmos Energy Corporation (ATO) | 0.0 | $84k | 790.00 | 105.93 | |
PPL Corporation (PPL) | 0.0 | $82k | 3.5k | 23.56 | |
Stryker Corporation (SYK) | 0.0 | $82k | 300.00 | 273.27 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $80k | 1.0k | 78.14 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $76k | 2.4k | 31.82 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $76k | 624.00 | 122.29 | |
Us Bancorp Del Com New (USB) | 0.0 | $74k | 2.3k | 33.06 | |
Public Service Enterprise (PEG) | 0.0 | $70k | 1.2k | 56.91 | |
Barings Bdc (BBDC) | 0.0 | $70k | 7.8k | 8.91 | |
Spx Corp (SPXC) | 0.0 | $70k | 856.00 | 81.40 | |
Fortrea Hldgs Common Stock (FTRE) | 0.0 | $69k | 2.4k | 28.59 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $69k | 1.0k | 68.92 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $69k | 693.00 | 98.89 | |
Meta Platforms Cl A (META) | 0.0 | $68k | 225.00 | 300.21 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $65k | 865.00 | 75.17 | |
Schlumberger Com Stk (SLB) | 0.0 | $64k | 1.1k | 58.30 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $64k | 485.00 | 131.79 | |
Boeing Company (BA) | 0.0 | $62k | 324.00 | 191.68 | |
United Parcel Service CL B (UPS) | 0.0 | $62k | 396.00 | 155.87 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $62k | 375.00 | 163.93 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $59k | 1.8k | 33.17 | |
New Jersey Resources Corporation (NJR) | 0.0 | $59k | 1.4k | 40.63 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $58k | 306.00 | 189.07 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $57k | 542.00 | 105.00 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $53k | 518.00 | 102.02 | |
Corteva (CTVA) | 0.0 | $52k | 1.0k | 51.16 | |
American Tower Reit (AMT) | 0.0 | $52k | 314.00 | 164.45 | |
Advanced Micro Devices (AMD) | 0.0 | $51k | 500.00 | 102.82 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $51k | 544.00 | 94.33 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $50k | 1.2k | 40.56 | |
Northwest Natural Holdin (NWN) | 0.0 | $49k | 1.3k | 38.16 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $49k | 652.00 | 75.15 | |
Texas Instruments Incorporated (TXN) | 0.0 | $49k | 307.00 | 159.01 | |
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $49k | 1.1k | 44.10 | |
MGE Energy (MGEE) | 0.0 | $48k | 701.00 | 68.51 | |
salesforce (CRM) | 0.0 | $47k | 233.00 | 202.78 | |
Sandstorm Gold Com New (SAND) | 0.0 | $47k | 10k | 4.66 | |
W.W. Grainger (GWW) | 0.0 | $45k | 65.00 | 691.85 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $45k | 497.00 | 90.39 | |
Cgi Cl A Sub Vtg (GIB) | 0.0 | $44k | 450.00 | 98.49 | |
Pinnacle West Capital Corporation (PNW) | 0.0 | $44k | 601.00 | 73.68 | |
Automatic Data Processing (ADP) | 0.0 | $44k | 184.00 | 240.58 | |
Micron Technology (MU) | 0.0 | $44k | 641.00 | 68.06 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $43k | 665.00 | 64.35 | |
Northrop Grumman Corporation (NOC) | 0.0 | $43k | 97.00 | 440.20 | |
Air Products & Chemicals (APD) | 0.0 | $43k | 150.00 | 283.40 | |
Gilead Sciences (GILD) | 0.0 | $41k | 550.00 | 74.94 | |
Starwood Property Trust (STWD) | 0.0 | $41k | 2.1k | 19.35 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $39k | 888.00 | 44.34 | |
First Ban (FBNC) | 0.0 | $38k | 1.4k | 28.14 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $38k | 600.00 | 63.64 | |
Walgreen Boots Alliance (WBA) | 0.0 | $38k | 1.7k | 22.24 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $38k | 350.00 | 107.64 | |
Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $38k | 802.00 | 46.80 | |
Prologis (PLD) | 0.0 | $36k | 324.00 | 112.21 | |
Shell Spon Ads (SHEL) | 0.0 | $36k | 560.00 | 64.38 | |
Dominion Resources (D) | 0.0 | $35k | 785.00 | 44.67 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $35k | 849.00 | 40.96 | |
Spirit Rlty Cap Com New | 0.0 | $34k | 1.0k | 33.53 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $34k | 484.00 | 69.40 | |
Brown Forman Corp CL B (BF.B) | 0.0 | $32k | 562.00 | 57.69 | |
American Electric Power Company (AEP) | 0.0 | $32k | 426.00 | 75.22 | |
Franco-Nevada Corporation (FNV) | 0.0 | $32k | 238.00 | 133.49 | |
Broadcom (AVGO) | 0.0 | $32k | 38.00 | 830.61 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $31k | 2.2k | 14.07 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $31k | 78.00 | 395.91 | |
Philip Morris International (PM) | 0.0 | $31k | 330.00 | 92.58 | |
Hershey Company (HSY) | 0.0 | $30k | 150.00 | 200.08 | |
Pfizer (PFE) | 0.0 | $30k | 898.00 | 33.17 | |
Truist Financial Corp equities (TFC) | 0.0 | $30k | 1.0k | 28.61 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $29k | 400.00 | 72.38 | |
Enterprise Products Partners (EPD) | 0.0 | $29k | 1.1k | 27.37 | |
Bristol Myers Squibb (BMY) | 0.0 | $29k | 495.00 | 58.04 | |
Piedmont Lithium (PLL) | 0.0 | $28k | 698.00 | 39.70 | |
Chesapeake Energy Corp (CHK) | 0.0 | $26k | 298.00 | 86.19 | |
International Flavors & Fragrances (IFF) | 0.0 | $26k | 375.00 | 68.17 | |
Allstate Corporation (ALL) | 0.0 | $25k | 228.00 | 111.41 | |
Danimer Scientific Com Cl A (DNMR) | 0.0 | $25k | 12k | 2.07 | |
Home Depot (HD) | 0.0 | $25k | 83.00 | 302.17 | |
Edison International (EIX) | 0.0 | $24k | 380.00 | 63.29 | |
Sprott Com New (SII) | 0.0 | $24k | 772.00 | 30.48 | |
Tanger Factory Outlet Centers (SKT) | 0.0 | $22k | 980.00 | 22.60 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $22k | 400.00 | 55.30 | |
Paychex (PAYX) | 0.0 | $21k | 185.00 | 115.34 | |
Diamondback Energy (FANG) | 0.0 | $21k | 137.00 | 154.88 | |
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $21k | 158.00 | 133.28 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $21k | 775.00 | 27.05 | |
Darden Restaurants (DRI) | 0.0 | $21k | 144.00 | 143.22 | |
Xylem (XYL) | 0.0 | $21k | 225.00 | 91.03 | |
Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.0 | $20k | 1.0k | 20.44 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $20k | 345.00 | 58.93 | |
Stericycle (SRCL) | 0.0 | $20k | 450.00 | 44.71 | |
Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.0 | $20k | 1.3k | 15.87 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $20k | 1.4k | 14.03 | |
Kellogg Company (K) | 0.0 | $19k | 325.00 | 59.51 | |
Biogen Idec (BIIB) | 0.0 | $19k | 74.00 | 257.01 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $19k | 69.00 | 270.07 | |
Albemarle Corporation (ALB) | 0.0 | $19k | 109.00 | 170.05 | |
Enbridge (ENB) | 0.0 | $19k | 557.00 | 33.19 | |
Huntington Ingalls Inds (HII) | 0.0 | $18k | 90.00 | 204.59 | |
Archer Daniels Midland Company (ADM) | 0.0 | $18k | 244.00 | 75.42 | |
Bhp Group Sponsored Ads (BHP) | 0.0 | $18k | 317.00 | 56.88 | |
Ingles Mkts Cl A (IMKTA) | 0.0 | $18k | 239.00 | 75.44 | |
Palo Alto Networks (PANW) | 0.0 | $18k | 75.00 | 234.44 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $17k | 135.00 | 128.74 | |
Northern Trust Corporation (NTRS) | 0.0 | $17k | 250.00 | 69.48 | |
Iron Mountain (IRM) | 0.0 | $17k | 290.00 | 59.45 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $17k | 360.00 | 47.59 | |
Entergy Corporation (ETR) | 0.0 | $17k | 182.00 | 92.50 | |
Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $17k | 202.00 | 82.94 | |
Altria (MO) | 0.0 | $16k | 391.00 | 42.05 | |
Martin Marietta Materials (MLM) | 0.0 | $16k | 40.00 | 410.68 | |
Zimmer Holdings (ZBH) | 0.0 | $16k | 146.00 | 112.23 | |
Acuity Brands (AYI) | 0.0 | $15k | 90.00 | 170.31 | |
Te Connectivity SHS (TEL) | 0.0 | $15k | 124.00 | 123.53 | |
Marsh & McLennan Companies (MMC) | 0.0 | $15k | 80.00 | 190.30 | |
Chemours (CC) | 0.0 | $15k | 521.00 | 28.05 | |
Constellation Brands Cl A (STZ) | 0.0 | $14k | 54.00 | 251.33 | |
Livent Corp | 0.0 | $13k | 729.00 | 18.41 | |
Eversource Energy (ES) | 0.0 | $13k | 225.00 | 58.15 | |
Alcon Ord Shs (ALC) | 0.0 | $13k | 165.00 | 77.06 | |
Capital City Bank (CCBG) | 0.0 | $13k | 419.00 | 29.83 | |
Hologic (HOLX) | 0.0 | $12k | 175.00 | 69.40 | |
Tc Energy Corp (TRP) | 0.0 | $12k | 350.00 | 34.41 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $12k | 230.00 | 51.79 | |
Illumina (ILMN) | 0.0 | $12k | 85.00 | 137.28 | |
GSK Sponsored Adr (GSK) | 0.0 | $11k | 313.00 | 36.25 | |
Eaton Corp SHS (ETN) | 0.0 | $11k | 53.00 | 213.28 | |
Hometrust Bancshares (HTBI) | 0.0 | $11k | 521.00 | 21.67 | |
Carrier Global Corporation (CARR) | 0.0 | $11k | 200.00 | 55.20 | |
NiSource (NI) | 0.0 | $11k | 445.00 | 24.68 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $11k | 26.00 | 420.54 | |
EnPro Industries (NPO) | 0.0 | $11k | 90.00 | 121.20 | |
Symbotic Class A Com (SYM) | 0.0 | $10k | 310.00 | 33.43 | |
Sempra Energy (SRE) | 0.0 | $10k | 152.00 | 68.03 | |
Campbell Soup Company (CPB) | 0.0 | $10k | 250.00 | 41.08 | |
FirstEnergy (FE) | 0.0 | $10k | 300.00 | 34.18 | |
Sirius Xm Holdings (SIRI) | 0.0 | $10k | 2.3k | 4.52 | |
Bce Com New (BCE) | 0.0 | $9.6k | 250.00 | 38.20 | |
AeroVironment (AVAV) | 0.0 | $9.5k | 85.00 | 111.54 | |
First Solar (FSLR) | 0.0 | $9.4k | 58.00 | 161.60 | |
BorgWarner (BWA) | 0.0 | $9.1k | 225.00 | 40.37 | |
Fortune Brands (FBIN) | 0.0 | $9.0k | 144.00 | 62.17 | |
Teucrium Commodity Tr Wheat Fd (WEAT) | 0.0 | $8.9k | 1.6k | 5.57 | |
Baidu Spon Adr Rep A (BIDU) | 0.0 | $8.7k | 65.00 | 134.35 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $8.5k | 205.00 | 41.69 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $8.4k | 170.00 | 49.54 | |
Vodafone Group Sponsored Adr (VOD) | 0.0 | $8.3k | 873.00 | 9.48 | |
Tesla Motors (TSLA) | 0.0 | $8.1k | 32.00 | 253.28 | |
Illinois Tool Works (ITW) | 0.0 | $8.1k | 35.00 | 230.31 | |
Otis Worldwide Corp (OTIS) | 0.0 | $8.0k | 100.00 | 80.31 | |
Nike CL B (NKE) | 0.0 | $7.9k | 83.00 | 95.63 | |
Teleflex Incorporated (TFX) | 0.0 | $7.9k | 40.00 | 196.43 | |
Compass Minerals International (CMP) | 0.0 | $7.3k | 260.00 | 27.95 | |
Cal Maine Foods Com New (CALM) | 0.0 | $7.3k | 150.00 | 48.42 | |
PG&E Corporation (PCG) | 0.0 | $7.3k | 450.00 | 16.13 | |
MetLife (MET) | 0.0 | $7.0k | 112.00 | 62.91 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $7.0k | 645.00 | 10.86 | |
AES Corporation (AES) | 0.0 | $7.0k | 458.00 | 15.20 | |
NVIDIA Corporation (NVDA) | 0.0 | $7.0k | 16.00 | 435.00 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $6.8k | 35.00 | 194.77 | |
Hasbro (HAS) | 0.0 | $6.6k | 100.00 | 66.14 | |
Trimble Navigation (TRMB) | 0.0 | $6.6k | 122.00 | 53.86 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $6.4k | 150.00 | 42.65 | |
Global X Fds Cybrscurty Etf (BUG) | 0.0 | $6.3k | 260.00 | 24.29 | |
Pinnacle Financial Partners (PNFP) | 0.0 | $5.9k | 88.00 | 67.05 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $5.9k | 79.00 | 74.62 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $5.9k | 10.00 | 588.70 | |
Advance Auto Parts (AAP) | 0.0 | $5.9k | 105.00 | 55.93 | |
Watts Water Technologies Cl A (WTS) | 0.0 | $5.7k | 33.00 | 172.85 | |
Under Armour Cl A (UAA) | 0.0 | $5.5k | 800.00 | 6.85 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $5.4k | 57.00 | 94.84 | |
Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $5.3k | 852.00 | 6.17 | |
Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $4.8k | 14.00 | 345.07 | |
Dell Technologies CL C (DELL) | 0.0 | $4.6k | 67.00 | 68.91 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $4.5k | 60.00 | 74.77 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $4.5k | 22.00 | 203.45 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $4.4k | 83.00 | 53.22 | |
Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $4.2k | 186.00 | 22.68 | |
Carnival Corp Common Stock (CCL) | 0.0 | $4.1k | 300.00 | 13.72 | |
TJX Companies (TJX) | 0.0 | $3.8k | 43.00 | 88.88 | |
Safety Insurance (SAFT) | 0.0 | $3.4k | 50.00 | 68.20 | |
First Tr Exchange Traded Wtr Etf (FIW) | 0.0 | $3.3k | 40.00 | 82.75 | |
Lamb Weston Hldgs (LW) | 0.0 | $3.2k | 35.00 | 92.49 | |
F.N.B. Corporation (FNB) | 0.0 | $3.2k | 300.00 | 10.79 | |
WSFS Financial Corporation (WSFS) | 0.0 | $3.2k | 88.00 | 36.50 | |
Neurocrine Biosciences (NBIX) | 0.0 | $3.2k | 28.00 | 112.50 | |
CVS Caremark Corporation (CVS) | 0.0 | $3.1k | 45.00 | 69.82 | |
Prudential Financial (PRU) | 0.0 | $3.0k | 32.00 | 94.91 | |
Boston Scientific Corporation (BSX) | 0.0 | $3.0k | 57.00 | 52.81 | |
Smucker J M Com New (SJM) | 0.0 | $2.9k | 23.00 | 124.78 | |
Sun Life Financial (SLF) | 0.0 | $2.4k | 50.00 | 48.80 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $2.4k | 55.00 | 43.73 | |
Citizens Financial (CFG) | 0.0 | $2.3k | 88.00 | 26.65 | |
Corning Incorporated (GLW) | 0.0 | $2.3k | 75.00 | 30.48 | |
Autodesk (ADSK) | 0.0 | $2.3k | 11.00 | 207.00 | |
Haleon Spon Ads (HLN) | 0.0 | $2.1k | 250.00 | 8.33 | |
Danaher Corporation (DHR) | 0.0 | $2.0k | 8.00 | 248.12 | |
Ptc (PTC) | 0.0 | $1.8k | 13.00 | 136.23 | |
Xcel Energy (XEL) | 0.0 | $1.7k | 29.00 | 57.24 | |
Microvision Inc Del Com New (MVIS) | 0.0 | $1.6k | 745.00 | 2.19 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.5k | 38.00 | 39.21 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $1.4k | 19.00 | 71.47 | |
Dollar General (DG) | 0.0 | $1.1k | 10.00 | 105.80 | |
Alaska Air (ALK) | 0.0 | $927.000000 | 25.00 | 37.08 | |
Organon & Co Common Stock (OGN) | 0.0 | $850.997700 | 49.00 | 17.37 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $824.999500 | 13.00 | 63.46 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $662.001000 | 30.00 | 22.07 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $624.999700 | 13.00 | 48.08 | |
Amplify Etf Tr Seymour Cannbs (CNBS) | 0.0 | $482.000000 | 100.00 | 4.82 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $302.000000 | 20.00 | 15.10 | |
Synovus Finl Corp Com New (SNV) | 0.0 | $278.000000 | 10.00 | 27.80 | |
Mayville Engineering (MEC) | 0.0 | $275.000000 | 25.00 | 11.00 | |
Kopin Corporation (KOPN) | 0.0 | $214.007500 | 175.00 | 1.22 | |
Wheels Up Experience Com Cl A (UP) | 0.0 | $207.000000 | 100.00 | 2.07 | |
Li-cycle Holdings Corp Common Shares (LICY) | 0.0 | $178.000000 | 50.00 | 3.56 | |
Assertio Holdings Com New (ASRT) | 0.0 | $166.998000 | 65.00 | 2.57 | |
Tenet Healthcare Corp Com New (THC) | 0.0 | $132.000000 | 2.00 | 66.00 | |
Brighthouse Finl (BHF) | 0.0 | $111.000000 | 2.00 | 55.50 | |
Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $19.000000 | 1.00 | 19.00 | |
Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $8.000000 | 1.00 | 8.00 | |
Transcode Therapeutics Com New | 0.0 | $1.000000 | 1.00 | 1.00 |