FourThought Financial Partners

FourThought Financial Partners as of June 30, 2023

Portfolio Holdings for FourThought Financial Partners

FourThought Financial Partners holds 330 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
Microsoft Corp Stock (MSFT) 4.9 $37M 109k 340.54
Apple Stock (AAPL) 4.5 $35M 178k 193.97
Lockheed Martin Corp Stock (LMT) 2.1 $16M 35k 460.39
Broadcom Stock (AVGO) 2.0 $15M 18k 867.43
Abbott Labs Stock (ABT) 1.9 $15M 134k 109.02
Nextera Energy Stock (NEE) 1.9 $14M 193k 74.20
Pepsico Stock (PEP) 1.9 $14M 77k 185.22
Visa Inc Com Cl A Stock (V) 1.9 $14M 60k 237.48
American Tower Corp Reit (AMT) 1.8 $14M 72k 193.94
Lowes Cos Stock (LOW) 1.7 $13M 58k 225.70
Lam Research Corp Stock (LRCX) 1.7 $13M 20k 642.87
Texas Instrs Stock (TXN) 1.6 $12M 69k 180.02
Medtronic Stock (MDT) 1.6 $12M 138k 88.10
Home Depot Stock (HD) 1.6 $12M 39k 310.64
Jpmorgan Chase & Co Stock (JPM) 1.6 $12M 81k 145.44
Air Prods & Chems Stock (APD) 1.6 $12M 39k 299.53
Procter And Gamble Stock (PG) 1.5 $11M 75k 151.74
Costco Whsl Corp Stock (COST) 1.5 $11M 21k 538.39
Blackrock Stock (BLK) 1.4 $11M 15k 691.18
Verizon Communications Stock (VZ) 1.4 $10M 277k 37.19
Chevron Corp Stock (CVX) 1.3 $9.9M 63k 157.35
Comcast Corp New Cl A Stock (CMCSA) 1.3 $9.9M 238k 41.55
Accenture Plc Ireland Shs Class A Stock (ACN) 1.3 $9.7M 31k 308.58
Amazon Stock (AMZN) 1.2 $8.9M 69k 130.36
Johnson & Johnson Stock (JNJ) 1.2 $8.9M 54k 165.52
Cisco Sys Stock (CSCO) 1.2 $8.9M 171k 51.74
Qualcomm Stock (QCOM) 1.2 $8.8M 74k 119.04
Phillips 66 Stock (PSX) 1.1 $8.3M 87k 95.38
Vanguard S&p 500 Etf Etf (VOO) 1.1 $8.2M 20k 407.28
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $8.1M 68k 119.70
Amgen Stock (AMGN) 1.0 $7.9M 36k 222.02
Northrop Grumman Corp Stock (NOC) 1.0 $7.9M 17k 455.82
Chubb Stock (CB) 1.0 $7.5M 39k 192.56
Unitedhealth Group Stock (UNH) 1.0 $7.4M 15k 480.67
Nvidia Corporation Stock (NVDA) 1.0 $7.3M 17k 423.03
Applied Matls Stock (AMAT) 0.9 $7.2M 50k 144.54
Skyworks Solutions Stock (SWKS) 0.9 $7.1M 64k 110.69
Best Buy Stock (BBY) 0.9 $6.9M 84k 81.95
Salesforce Stock (CRM) 0.8 $6.1M 29k 211.26
Asml Holding N V N Y Registry Adr (ASML) 0.8 $5.8M 8.0k 724.77
Servicenow Stock (NOW) 0.7 $5.6M 9.9k 561.97
Meta Platforms Inc Cl A Stock (META) 0.7 $5.3M 18k 286.98
Adobe Systems Incorporated Stock (ADBE) 0.7 $5.2M 11k 488.99
Bristol-myers Squibb Stock (BMY) 0.6 $4.7M 74k 63.95
Ishares Core Dividend Growth Etf Etf (DGRO) 0.6 $4.7M 91k 51.53
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.6 $4.5M 64k 70.76
Marathon Pete Corp Stock (MPC) 0.6 $4.4M 38k 116.60
Illumina Stock (ILMN) 0.6 $4.4M 23k 187.49
Mastercard Incorporated Cl A Stock (MA) 0.6 $4.3M 11k 393.32
Taiwan Semiconductor Mfg Adr (TSM) 0.6 $4.3M 43k 100.92
Target Corp Stock (TGT) 0.6 $4.3M 33k 131.90
Intuit Stock (INTU) 0.6 $4.3M 9.3k 458.19
Nike Inc Cl B Stock (NKE) 0.5 $4.1M 38k 110.37
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.5 $4.1M 152k 27.00
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $4.1M 42k 97.95
Thermo Fisher Scientific Stock (TMO) 0.5 $4.0M 7.7k 521.76
Astrazeneca Adr (AZN) 0.5 $3.9M 55k 71.57
Mercadolibre Stock (MELI) 0.5 $3.9M 3.3k 1184.85
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $3.8M 10k 369.42
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $3.5M 70k 50.14
Align Technology Stock (ALGN) 0.5 $3.5M 9.8k 353.64
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.4 $3.4M 23k 146.87
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $3.4M 28k 120.97
Walmart Stock (WMT) 0.4 $3.3M 21k 157.19
Exxon Mobil Corp Stock (XOM) 0.4 $3.3M 31k 107.25
Caterpillar Stock (CAT) 0.4 $3.2M 13k 246.05
Honeywell Intl Stock (HON) 0.4 $3.1M 15k 207.50
Monolithic Pwr Sys Stock (MPWR) 0.4 $3.0M 5.6k 540.31
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.4 $3.0M 22k 134.87
Goldman Sachs Group Stock (GS) 0.4 $2.9M 8.9k 322.55
Vanguard Russell 1000 Value Etf Etf (VONV) 0.4 $2.9M 41k 69.21
Csx Corp Stock (CSX) 0.4 $2.8M 83k 34.10
Illinois Tool Wks Stock (ITW) 0.4 $2.8M 11k 250.16
Autodesk Stock (ADSK) 0.4 $2.8M 14k 204.61
Crown Castle Reit (CCI) 0.3 $2.6M 23k 113.94
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $2.6M 5.00 517810.00
Snowflake Inc Cl A Stock (SNOW) 0.3 $2.6M 15k 175.98
Zoetis Inc Cl A Stock (ZTS) 0.3 $2.6M 15k 172.21
Realty Income Corp Reit (O) 0.3 $2.5M 42k 59.79
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $2.5M 7.3k 341.00
Prologis Reit (PLD) 0.3 $2.4M 20k 122.63
Abbvie Stock (ABBV) 0.3 $2.3M 17k 134.73
Generac Hldgs Stock (GNRC) 0.3 $2.3M 15k 149.13
Digital Rlty Tr Reit (DLR) 0.3 $2.3M 20k 113.87
Enterprise Prods Partners Stock (EPD) 0.3 $2.2M 84k 26.35
Kayne Anderson Nextgen Enrgy Cef 0.3 $2.0M 288k 7.10
Ss&c Technologies Hldgs Stock (SSNC) 0.3 $2.0M 34k 60.60
Yum Brands Stock (YUM) 0.3 $2.0M 14k 138.55
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.2 $1.9M 38k 49.22
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $1.9M 38k 48.88
At&t Stock (T) 0.2 $1.8M 113k 15.95
Advanced Micro Devices Stock (AMD) 0.2 $1.8M 16k 113.91
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $1.7M 7.9k 220.28
Duke Energy Corp Stock (DUK) 0.2 $1.7M 19k 89.74
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $1.6M 28k 55.33
Vanguard Information Technology Etf Etf (VGT) 0.2 $1.5M 3.4k 442.21
Allstate Corp Stock (ALL) 0.2 $1.5M 13k 109.04
Hubbell Stock (HUBB) 0.2 $1.5M 4.4k 331.57
Eli Lilly & Co Stock (LLY) 0.2 $1.4M 2.9k 469.05
Prudential Finl Stock (PRU) 0.2 $1.3M 15k 88.22
Williams Cos Stock (WMB) 0.2 $1.3M 41k 32.63
Xcel Energy Stock (XEL) 0.2 $1.3M 21k 62.17
Progyny Stock (PGNY) 0.2 $1.3M 33k 39.34
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $1.3M 13k 97.84
Vanguard Russell 1000 Etf Etf (VONE) 0.2 $1.2M 6.2k 201.56
Mcdonalds Corp Stock (MCD) 0.2 $1.2M 4.1k 298.44
Automatic Data Processing Stock (ADP) 0.2 $1.2M 5.4k 219.79
Blackrock Ltd Duration Income Cef (BLW) 0.2 $1.2M 90k 12.88
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.2 $1.2M 61k 18.99
Five Below Stock (FIVE) 0.2 $1.2M 5.9k 196.57
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $1.1M 7.5k 149.64
Pfizer Stock (PFE) 0.1 $1.1M 30k 36.68
Waste Mgmt Inc Del Stock (WM) 0.1 $1.1M 6.1k 173.43
Essex Ppty Tr Reit (ESS) 0.1 $1.1M 4.5k 234.33
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $1.1M 2.4k 443.32
Ppg Inds Stock (PPG) 0.1 $1.0M 7.1k 148.30
Blackrock Res & Commodities St Cef (BCX) 0.1 $1.0M 116k 9.07
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $1.0M 11k 91.83
Fedex Corp Stock (FDX) 0.1 $1.0M 4.0k 247.90
Union Pac Corp Stock (UNP) 0.1 $994k 4.9k 204.64
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $978k 13k 75.57
Morgan Stanley Stock (MS) 0.1 $975k 11k 85.40
Blackrock Utils Infrastructure Cef (BUI) 0.1 $968k 44k 22.04
Ati Stock (ATI) 0.1 $952k 22k 44.23
Hamilton Lane Inc Cl A Stock (HLNE) 0.1 $952k 12k 79.98
Goosehead Ins Inc Com Cl A Stock (GSHD) 0.1 $946k 15k 62.89
Merck & Co Stock (MRK) 0.1 $942k 8.2k 115.40
Endava Plc Ads Adr (DAVA) 0.1 $940k 18k 51.79
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.1 $939k 20k 46.64
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) 0.1 $934k 9.7k 96.78
Fox Factory Hldg Corp Stock (FOXF) 0.1 $934k 8.6k 108.51
Intuitive Surgical Stock (ISRG) 0.1 $927k 2.7k 341.94
Ellsworth Growth & Income Fd L Cef (ECF) 0.1 $907k 105k 8.60
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $902k 39k 22.90
Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $881k 9.0k 98.32
Huntsman Corp Stock (HUN) 0.1 $860k 32k 27.02
Blackline Stock (BL) 0.1 $859k 16k 53.82
Vanguard Russell 2000 Growth Etf Etf (VTWG) 0.1 $849k 4.8k 176.46
Mckesson Corp Stock (MCK) 0.1 $845k 2.0k 427.36
Southern Stock (SO) 0.1 $799k 11k 70.25
Vanguard Russell 2000 Value Etf Etf (VTWV) 0.1 $795k 6.4k 123.66
Qualys Stock (QLYS) 0.1 $789k 6.1k 129.17
Aon Plc Shs Cl A Stock (AON) 0.1 $779k 2.3k 345.27
Pioneer Nat Res Stock (PXD) 0.1 $778k 3.8k 207.22
Mplx Lp Com Unit Rep Stock (MPLX) 0.1 $748k 22k 33.94
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $737k 58k 12.70
Warby Parker Inc Cl A Stock (WRBY) 0.1 $729k 62k 11.69
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.1 $726k 8.7k 83.08
Insulet Corp Stock (PODD) 0.1 $724k 2.5k 288.34
Boeing Stock (BA) 0.1 $711k 3.4k 211.16
Invesco Nasdaq Internet Etf Etf (PNQI) 0.1 $702k 4.5k 156.35
Conocophillips Stock (COP) 0.1 $688k 6.6k 103.61
Principal Spectrum Preferred Secs Active Etf Etf (PREF) 0.1 $682k 40k 16.95
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.1 $678k 6.2k 108.87
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $677k 9.0k 75.23
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $672k 6.3k 106.07
Deere & Co Stock (DE) 0.1 $668k 1.6k 405.35
Nxp Semiconductors N V Stock (NXPI) 0.1 $666k 3.3k 204.69
Doximity Inc Cl A Stock (DOCS) 0.1 $646k 19k 34.02
Crane Company Stock (CR) 0.1 $638k 7.2k 89.13
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $637k 13k 50.17
Philip Morris Intl Stock (PM) 0.1 $623k 6.4k 97.62
Diamondback Energy Stock (FANG) 0.1 $623k 4.7k 131.38
Rtx Corporation Stock (RTX) 0.1 $617k 6.3k 97.97
Starbucks Corp Stock (SBUX) 0.1 $616k 6.2k 99.07
Bank America Corp Stock (BAC) 0.1 $594k 21k 28.69
Leidos Holdings Stock (LDOS) 0.1 $594k 6.7k 88.49
Danaher Corporation Stock (DHR) 0.1 $592k 2.5k 240.02
Fortinet Stock (FTNT) 0.1 $579k 7.7k 75.59
Littelfuse Stock (LFUS) 0.1 $572k 2.0k 291.38
Apollo Tactical Income Cef (AIF) 0.1 $562k 44k 12.69
Petco Health & Wellness Stock (WOOF) 0.1 $561k 63k 8.90
Factset Resh Sys Stock (FDS) 0.1 $560k 1.4k 400.76
Tjx Cos Stock (TJX) 0.1 $558k 6.6k 84.79
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.1 $555k 51k 10.93
Advent Conv & Income Cef (AVK) 0.1 $554k 47k 11.72
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $552k 5.7k 97.66
Novartis Adr (NVS) 0.1 $549k 5.4k 100.91
Aspen Technology Stock (AZPN) 0.1 $546k 3.3k 167.61
Simpson Mfg Stock (SSD) 0.1 $538k 3.9k 138.53
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $538k 7.4k 72.95
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $533k 1.2k 445.75
Ishares Russell Midcap Etf Etf (IWR) 0.1 $530k 7.3k 73.03
Lithia Mtrs Stock (LAD) 0.1 $529k 1.7k 304.16
Regeneron Pharmaceuticals Stock (REGN) 0.1 $525k 731.00 718.54
Disney Walt Stock (DIS) 0.1 $517k 5.8k 89.28
Aflac Stock (AFL) 0.1 $515k 7.4k 69.80
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $507k 13k 40.16
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $506k 1.8k 275.28
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $503k 1.9k 261.58
Eagle Matls Stock (EXP) 0.1 $492k 2.6k 186.46
Discover Finl Svcs Stock (DFS) 0.1 $489k 4.2k 116.86
Grainger W W Stock (GWW) 0.1 $483k 611.00 789.68
Waste Connections Stock (WCN) 0.1 $474k 3.3k 142.95
Vertex Pharmaceuticals Stock (VRTX) 0.1 $474k 1.3k 351.91
The Cigna Group Stock (CI) 0.1 $474k 1.7k 280.63
International Business Machs Stock (IBM) 0.1 $465k 3.5k 133.81
Ishares Core S&p Us Value Etf Etf (IUSV) 0.1 $464k 5.9k 78.27
Coca Cola Stock (KO) 0.1 $463k 7.7k 60.22
Emerson Elec Stock (EMR) 0.1 $460k 5.1k 90.39
Novo-nordisk A S Adr (NVO) 0.1 $459k 2.8k 161.88
General Dynamics Corp Stock (GD) 0.1 $459k 2.1k 215.17
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $457k 3.2k 144.25
Arista Networks Stock (ANET) 0.1 $457k 2.8k 162.08
Nexstar Media Group Stock (NXST) 0.1 $454k 2.7k 166.60
Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $449k 3.0k 151.99
Intel Corp Stock (INTC) 0.1 $436k 13k 33.44
Reliance Steel & Aluminum Stock (RS) 0.1 $435k 1.6k 271.71
Focus Finl Partners Inc Com Cl A Stock 0.1 $420k 8.0k 52.51
Amn Healthcare Svcs Stock (AMN) 0.1 $416k 3.8k 109.12
Cvs Health Corp Stock (CVS) 0.1 $416k 6.0k 69.14
Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $409k 1.7k 242.75
Ishares Semiconductor Etf Etf (SOXX) 0.1 $408k 803.00 507.61
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $406k 4.1k 99.65
Enbridge Stock (ENB) 0.1 $404k 11k 37.15
Yum China Hldgs Stock (YUMC) 0.1 $394k 7.0k 56.50
Oracle Corp Stock (ORCL) 0.1 $389k 3.3k 119.11
Altria Group Stock (MO) 0.1 $386k 8.5k 45.30
Norfolk Southn Corp Stock (NSC) 0.1 $385k 1.7k 226.82
Analog Devices Stock (ADI) 0.1 $382k 2.0k 194.90
Bayfirst Financial Corp Stock 0.0 $377k 28k 13.50
Williams Sonoma Stock (WSM) 0.0 $368k 2.9k 125.18
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $364k 1.3k 283.41
American Elec Pwr Stock (AEP) 0.0 $362k 4.3k 84.22
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $358k 2.3k 157.90
Ecolab Stock (ECL) 0.0 $354k 1.9k 186.75
Globant S A Stock (GLOB) 0.0 $353k 2.0k 179.72
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $346k 1.5k 231.81
Archer Daniels Midland Stock (ADM) 0.0 $342k 4.5k 75.56
Stryker Corporation Stock (SYK) 0.0 $338k 1.1k 305.26
Tesla Stock (TSLA) 0.0 $337k 1.3k 261.77
Carlisle Cos Stock (CSL) 0.0 $337k 1.3k 256.53
Edwards Lifesciences Corp Stock (EW) 0.0 $335k 3.5k 94.33
Linde Stock (LIN) 0.0 $328k 860.00 381.09
New York Cmnty Bancorp Stock (NYCB) 0.0 $326k 29k 11.24
Dominion Energy Stock (D) 0.0 $324k 6.3k 51.79
Booking Holdings Stock (BKNG) 0.0 $319k 118.00 2700.33
Brown Forman Corp Cl B Stock (BF.B) 0.0 $317k 4.8k 66.78
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $317k 2.0k 162.47
American Express Stock (AXP) 0.0 $313k 1.8k 174.29
Magellan Midstream Prtnrs Lp Com Unit Rp Stock 0.0 $312k 5.0k 62.33
Citigroup Stock (C) 0.0 $306k 6.7k 46.04
Motorola Solutions Stock (MSI) 0.0 $306k 1.0k 293.28
Netflix Stock (NFLX) 0.0 $305k 693.00 440.49
Eos Energy Enterprises Inc Com Cl A Stock (EOSE) 0.0 $304k 70k 4.34
Sherwin Williams Stock (SHW) 0.0 $303k 1.1k 265.71
United Parcel Service Inc Cl B Stock (UPS) 0.0 $301k 1.7k 179.28
Kla Corp Stock (KLAC) 0.0 $301k 621.00 485.13
General Mls Stock (GIS) 0.0 $300k 3.9k 76.70
Pgt Innovations Stock 0.0 $299k 10k 29.15
Pool Corp Stock (POOL) 0.0 $297k 792.00 375.07
Relx Adr (RELX) 0.0 $291k 8.7k 33.43
Ishares Core U.s. Reit Etf Etf (USRT) 0.0 $289k 5.6k 51.42
Integer Hldgs Corp Stock (ITGR) 0.0 $287k 3.2k 88.61
Rockwell Automation Stock (ROK) 0.0 $286k 868.00 329.61
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $286k 2.7k 104.05
Sony Group Corp Adr (SONY) 0.0 $284k 3.2k 90.05
Marsh & Mclennan Cos Stock (MMC) 0.0 $284k 1.5k 188.19
Ishares China Large-cap Etf Etf (FXI) 0.0 $281k 10k 27.19
General Electric Stock (GE) 0.0 $279k 2.5k 109.85
Hercules Capital Cef (HTGC) 0.0 $278k 19k 14.80
Sanofi Adr (SNY) 0.0 $277k 5.1k 53.90
Ingredion Stock (INGR) 0.0 $277k 2.6k 105.99
Corcept Therapeutics Stock (CORT) 0.0 $276k 12k 22.25
Paychex Stock (PAYX) 0.0 $275k 2.5k 111.90
Public Svc Enterprise Grp Stock (PEG) 0.0 $272k 4.3k 62.62
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $271k 1.9k 140.86
Colgate Palmolive Stock (CL) 0.0 $266k 3.4k 77.05
Becton Dickinson & Co Stock (BDX) 0.0 $265k 1.0k 264.24
Hexcel Corp Stock (HXL) 0.0 $264k 3.5k 76.02
3M Stock (MMM) 0.0 $264k 2.6k 100.12
Ford Mtr Co Del Stock (F) 0.0 $261k 17k 15.13
Global X Cybersecurity Etf Etf (BUG) 0.0 $261k 11k 24.26
Crane Nxt Stock (CXT) 0.0 $259k 4.6k 56.44
Intercontinental Exchange Stock (ICE) 0.0 $258k 2.3k 113.09
Elevance Health Stock (ELV) 0.0 $258k 580.00 444.29
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $256k 3.2k 79.04
Bassett Furniture Inds Stock (BSET) 0.0 $256k 17k 15.04
Sap Se Adr (SAP) 0.0 $256k 1.9k 136.83
Hdfc Bank Adr (HDB) 0.0 $250k 3.6k 69.70
Unilever Adr (UL) 0.0 $248k 4.8k 52.13
Ares Capital Corp Cef (ARCC) 0.0 $247k 13k 18.79
Cohen & Steers Infrastructure Cef (UTF) 0.0 $246k 10k 23.62
Onto Innovation Stock (ONTO) 0.0 $243k 2.1k 116.47
L3harris Technologies Stock (LHX) 0.0 $241k 1.2k 195.77
Unum Group Stock (UNM) 0.0 $241k 5.1k 47.70
Aci Worldwide Stock (ACIW) 0.0 $240k 10k 23.17
Watsco Stock (WSO) 0.0 $238k 624.00 381.86
Moodys Corp Stock (MCO) 0.0 $238k 685.00 347.72
Price T Rowe Group Stock (TROW) 0.0 $237k 2.1k 112.05
Boston Scientific Corp Stock (BSX) 0.0 $237k 4.4k 54.09
Tractor Supply Stock (TSCO) 0.0 $236k 1.1k 221.10
Vanguard Growth Etf Etf (VUG) 0.0 $236k 833.00 282.96
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $236k 2.5k 94.28
Nasdaq Stock (NDAQ) 0.0 $236k 4.7k 49.85
Eaton Corp Stock (ETN) 0.0 $234k 1.2k 201.10
British Amern Tob Adr (BTI) 0.0 $233k 7.0k 33.20
BP Adr (BP) 0.0 $232k 6.6k 35.29
Lattice Semiconductor Corp Stock (LSCC) 0.0 $231k 2.4k 96.07
Eversource Energy Stock (ES) 0.0 $226k 3.2k 70.94
America Movil Sab De Cv Spon Ads Rp Cl B Adr (AMX) 0.0 $224k 10k 21.64
Pulte Group Stock (PHM) 0.0 $223k 2.9k 77.69
Progressive Corp Stock (PGR) 0.0 $222k 1.7k 132.37
Activision Blizzard Stock 0.0 $222k 2.6k 84.32
Public Storage Reit (PSA) 0.0 $221k 755.00 292.07
Copart Stock (CPRT) 0.0 $218k 2.4k 91.21
Dupont De Nemours Stock (DD) 0.0 $214k 3.0k 71.45
Synopsys Stock (SNPS) 0.0 $214k 491.00 435.41
Envista Holdings Corporation Stock (NVST) 0.0 $212k 6.3k 33.84
Coherent Corp Stock (COHR) 0.0 $210k 4.1k 50.98
Amphenol Corp New Cl A Stock (APH) 0.0 $209k 2.5k 84.95
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $207k 4.5k 46.18
Ishares Msci Taiwan Etf Etf (EWT) 0.0 $206k 4.4k 47.02
Vanguard Mid-cap Etf Etf (VO) 0.0 $202k 916.00 220.28
Nuveen Floating Rate Income Op Cef 0.0 $192k 25k 7.80
Bumble Inc Com Cl A Stock (BMBL) 0.0 $187k 11k 16.78
Crescent Pt Energy Corp Stock (CPG) 0.0 $169k 25k 6.73
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $163k 12k 14.10
Sunstone Hotel Invs Reit (SHO) 0.0 $139k 14k 10.12
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