FourThought Financial Partners

FourThought Financial Partners as of June 30, 2025

Portfolio Holdings for FourThought Financial Partners

FourThought Financial Partners holds 302 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 5.7 $58M 116k 497.41
Broadcom Stock (AVGO) 4.1 $41M 150k 275.65
Nvidia Corporation Stock (NVDA) 3.1 $32M 200k 157.99
American Tower Corp Reit (AMT) 2.8 $28M 128k 221.02
Jpmorgan Chase & Co Stock (JPM) 2.1 $22M 74k 289.91
Visa Inc Com Cl A Stock (V) 2.1 $21M 60k 355.05
Apple Stock (AAPL) 2.1 $21M 104k 205.17
Chevron Corp Stock (CVX) 1.9 $19M 133k 143.19
Amazon Stock (AMZN) 1.7 $18M 81k 219.39
Vanguard S&p 500 Etf Etf (VOO) 1.7 $18M 31k 568.03
Abbott Labs Stock (ABT) 1.7 $17M 124k 136.01
Nextera Energy Stock (NEE) 1.6 $16M 230k 69.42
Medtronic Stock (MDT) 1.5 $16M 180k 87.17
Texas Instrs Stock (TXN) 1.5 $16M 75k 207.62
Kla Corp Stock (KLAC) 1.5 $16M 17k 895.76
Pepsico Stock (PEP) 1.5 $16M 117k 132.04
Lockheed Martin Corp Stock (LMT) 1.4 $14M 31k 463.14
Lowes Cos Stock (LOW) 1.4 $14M 62k 221.87
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $14M 77k 176.23
Comcast Corp New Cl A Stock (CMCSA) 1.3 $13M 370k 35.69
Costco Whsl Corp Stock (COST) 1.3 $13M 13k 989.95
Northrop Grumman Corp Stock (NOC) 1.2 $12M 25k 499.98
Vanguard Russell 1000 Growth Etf Etf (VONG) 1.2 $12M 110k 109.20
Chubb Stock (CB) 1.2 $12M 41k 289.72
Air Prods & Chems Stock (APD) 1.2 $12M 42k 282.06
Nasdaq Stock (NDAQ) 1.2 $12M 131k 89.42
Cisco Sys Stock (CSCO) 1.1 $12M 167k 69.38
Asml Holding N V N Y Registry Adr (ASML) 1.1 $12M 14k 801.38
Blackrock Stock (BLK) 1.1 $11M 11k 1049.22
Taiwan Semiconductor Mfg Adr (TSM) 1.1 $11M 49k 226.49
Meta Platforms Inc Cl A Stock (META) 1.1 $11M 15k 738.07
Cme Group Stock (CME) 1.1 $11M 39k 275.62
Vanguard Russell 1000 Value Etf Etf (VONV) 1.0 $11M 123k 85.21
Astrazeneca Adr (AZN) 1.0 $10M 144k 69.88
Ishares Core Dividend Growth Etf Etf (DGRO) 1.0 $9.9M 154k 63.94
Vanguard Russell 1000 Etf Etf (VONE) 0.9 $9.3M 33k 280.86
Amgen Stock (AMGN) 0.9 $8.8M 32k 279.21
Accenture Plc Ireland Shs Class A Stock (ACN) 0.9 $8.6M 29k 298.89
Qualcomm Stock (QCOM) 0.8 $8.4M 53k 159.26
Home Depot Stock (HD) 0.8 $8.3M 23k 366.64
Honeywell Intl Stock (HON) 0.8 $8.1M 35k 232.88
Mercadolibre Stock (MELI) 0.8 $7.9M 3.0k 2613.37
Nxp Semiconductors N V Stock (NXPI) 0.7 $7.2M 33k 218.49
Servicenow Stock (NOW) 0.7 $7.0M 6.8k 1028.00
Applied Matls Stock (AMAT) 0.6 $6.5M 36k 183.07
Procter And Gamble Stock (PG) 0.6 $6.4M 40k 159.32
Pnc Finl Svcs Group Stock (PNC) 0.6 $6.4M 34k 186.42
Mastercard Incorporated Cl A Stock (MA) 0.6 $6.3M 11k 561.94
Intuit Stock (INTU) 0.6 $6.2M 7.8k 787.64
Invesco Qqq Trust Series I Etf (QQQ) 0.6 $6.1M 11k 551.62
The Cigna Group Stock (CI) 0.6 $6.1M 18k 330.58
Prologis Reit (PLD) 0.6 $5.7M 54k 105.12
Walmart Stock (WMT) 0.6 $5.6M 57k 97.78
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $5.4M 54k 99.20
Msci Stock (MSCI) 0.5 $5.3M 9.2k 576.76
Marathon Pete Corp Stock (MPC) 0.5 $5.2M 32k 166.11
Crown Castle Reit (CCI) 0.5 $5.2M 51k 102.73
Veeva Sys Inc Cl A Stock (VEEV) 0.5 $5.2M 18k 287.97
Caterpillar Stock (CAT) 0.5 $5.1M 13k 388.20
Digital Rlty Tr Reit (DLR) 0.5 $5.0M 29k 174.33
Goldman Sachs Group Stock (GS) 0.5 $4.9M 6.9k 707.79
Adobe Stock (ADBE) 0.5 $4.8M 13k 386.86
Enterprise Prods Partners Stock (EPD) 0.5 $4.8M 156k 31.01
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $4.7M 26k 177.39
Salesforce Stock (CRM) 0.5 $4.7M 17k 272.69
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $4.4M 9.1k 485.77
Chesapeake Utils Corp Stock (CPK) 0.4 $4.3M 36k 120.22
Thermo Fisher Scientific Stock (TMO) 0.4 $4.1M 10k 405.47
Exxon Mobil Corp Stock (XOM) 0.4 $4.0M 37k 107.80
Novo-nordisk A S Adr (NVO) 0.4 $4.0M 58k 69.02
Mplx Lp Com Unit Rep Stock (MPLX) 0.4 $3.8M 74k 51.51
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.4 $3.8M 67k 56.85
Duke Energy Corp Stock (DUK) 0.4 $3.7M 31k 118.00
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.4 $3.6M 74k 49.03
Fortinet Stock (FTNT) 0.4 $3.6M 34k 105.72
Ishares National Muni Bond Etf Etf (MUB) 0.4 $3.6M 34k 104.48
Zoetis Inc Cl A Stock (ZTS) 0.4 $3.6M 23k 155.95
Tractor Supply Stock (TSCO) 0.3 $3.5M 66k 52.77
Csx Corp Stock (CSX) 0.3 $3.3M 102k 32.63
Lam Research Corp Stock (LRCX) 0.3 $3.3M 34k 97.34
Paypal Hldgs Stock (PYPL) 0.3 $3.3M 44k 74.32
Abbvie Stock (ABBV) 0.3 $3.2M 17k 185.62
Advanced Micro Devices Stock (AMD) 0.3 $3.2M 22k 141.90
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.3 $3.1M 52k 60.94
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $2.9M 4.00 728800.00
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.3 $2.9M 5.6k 509.27
At&t Stock (T) 0.3 $2.8M 98k 28.94
Williams Cos Stock (WMB) 0.3 $2.8M 45k 62.81
Kayne Anderson Energy Infrstr Cef (KYN) 0.2 $2.5M 198k 12.72
Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) 0.2 $2.5M 113k 22.31
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.2 $2.5M 25k 101.23
Eli Lilly & Co Stock (LLY) 0.2 $2.5M 3.2k 779.51
Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.2 $2.4M 99k 24.78
Johnson & Johnson Stock (JNJ) 0.2 $2.4M 16k 152.75
Verizon Communications Stock (VZ) 0.2 $2.3M 52k 43.27
Vanguard Information Technology Etf Etf (VGT) 0.2 $2.3M 3.4k 663.35
Ares Capital Corp Cef (ARCC) 0.2 $2.2M 101k 21.96
Insulet Corp Stock (PODD) 0.2 $2.1M 6.7k 314.18
Yum Brands Stock (YUM) 0.2 $2.1M 14k 148.18
Illinois Tool Wks Stock (ITW) 0.2 $2.1M 8.3k 247.24
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $2.0M 3.3k 617.83
Hubbell Stock (HUBB) 0.2 $2.0M 4.9k 408.43
Invesco Nasdaq 100 Etf Etf (QQQM) 0.2 $1.7M 7.7k 227.09
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $1.7M 65k 26.50
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $1.6M 21k 78.70
Smith A O Corp Stock (AOS) 0.2 $1.6M 24k 65.57
Goosehead Ins Inc Com Cl A Stock (GSHD) 0.2 $1.6M 15k 105.51
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.2 $1.6M 86k 18.13
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $1.6M 5.1k 303.94
Automatic Data Processing Stock (ADP) 0.2 $1.5M 5.0k 308.42
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $1.5M 14k 109.29
Netflix Stock (NFLX) 0.1 $1.5M 1.1k 1339.13
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $1.5M 19k 77.34
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $1.4M 24k 57.86
Mckesson Corp Stock (MCK) 0.1 $1.4M 1.8k 732.89
Phillips 66 Stock (PSX) 0.1 $1.3M 11k 119.30
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $1.3M 9.8k 135.04
Crane Company Stock (CR) 0.1 $1.3M 6.9k 189.89
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.1 $1.3M 34k 37.51
Boston Scientific Corp Stock (BSX) 0.1 $1.2M 12k 107.41
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $1.2M 24k 50.68
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $1.2M 6.5k 182.82
Leidos Holdings Stock (LDOS) 0.1 $1.2M 7.5k 157.76
Invesco Nasdaq Internet Etf Etf (PNQI) 0.1 $1.2M 23k 52.21
Morgan Stanley Stock (MS) 0.1 $1.2M 8.2k 140.86
Philip Morris Intl Stock (PM) 0.1 $1.1M 6.3k 182.13
Ati Stock (ATI) 0.1 $1.1M 13k 86.34
Vanguard Russell 2000 Value Etf Etf (VTWV) 0.1 $1.1M 8.1k 139.08
Waste Mgmt Inc Del Stock (WM) 0.1 $1.1M 4.8k 228.84
Monolithic Pwr Sys Stock (MPWR) 0.1 $1.1M 1.5k 731.52
Principal Spectrum Preferred Secs Active Etf Etf (PREF) 0.1 $1.1M 56k 18.97
Rtx Corporation Stock (RTX) 0.1 $1.0M 7.2k 146.03
Eos Energy Enterprises Inc Com Cl A Stock (EOSE) 0.1 $1.0M 200k 5.12
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.0M 7.4k 136.31
Aon Plc Shs Cl A Stock (AON) 0.1 $983k 2.8k 356.71
Bank America Corp Stock (BAC) 0.1 $964k 20k 47.32
Clearwater Analytics Hldgs Inc Cl A Stock (CWAN) 0.1 $958k 44k 21.93
Oracle Corp Stock (ORCL) 0.1 $956k 4.4k 218.65
Synopsys Stock (SNPS) 0.1 $956k 1.9k 512.68
Vanguard Russell 2000 Growth Etf Etf (VTWG) 0.1 $952k 4.6k 208.47
Capital One Finl Corp Stock (COF) 0.1 $931k 4.4k 212.76
Fedex Corp Stock (FDX) 0.1 $912k 4.0k 227.31
Hdfc Bank Adr (HDB) 0.1 $907k 12k 76.67
Union Pac Corp Stock (UNP) 0.1 $897k 3.9k 230.08
Mcdonalds Corp Stock (MCD) 0.1 $881k 3.0k 292.14
Corcept Therapeutics Stock (CORT) 0.1 $863k 12k 73.40
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $845k 6.3k 133.31
Royal Caribbean Group Stock (RCL) 0.1 $844k 2.7k 313.13
Unitedhealth Group Stock (UNH) 0.1 $842k 2.7k 311.94
Boeing Stock (BA) 0.1 $823k 3.9k 209.53
International Business Machs Stock (IBM) 0.1 $785k 2.7k 294.78
Ge Aerospace Stock (GE) 0.1 $772k 3.0k 257.42
Hamilton Lane Inc Cl A Stock (HLNE) 0.1 $770k 5.4k 142.11
Lithia Mtrs Stock (LAD) 0.1 $753k 2.2k 337.84
Tjx Cos Stock (TJX) 0.1 $750k 6.1k 123.49
Exlservice Holdings Stock (EXLS) 0.1 $740k 17k 43.79
Factset Resh Sys Stock (FDS) 0.1 $698k 1.6k 447.22
Deere & Co Stock (DE) 0.1 $698k 1.4k 508.42
Booking Holdings Stock (BKNG) 0.1 $689k 119.00 5789.24
Motorola Solutions Stock (MSI) 0.1 $679k 1.6k 420.46
Pfizer Stock (PFE) 0.1 $676k 28k 24.24
Southern Stock (SO) 0.1 $674k 7.3k 91.83
Ishares Russell Midcap Etf Etf (IWR) 0.1 $668k 7.3k 91.97
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.1 $659k 28k 23.33
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $659k 1.1k 620.76
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $657k 7.9k 82.92
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $651k 11k 62.02
Tesla Stock (TSLA) 0.1 $620k 2.0k 317.65
Conocophillips Stock (COP) 0.1 $611k 6.8k 89.74
Emerson Elec Stock (EMR) 0.1 $609k 4.6k 133.32
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $598k 4.0k 150.40
Wells Fargo Stock (WFC) 0.1 $585k 7.3k 80.12
Unilever Adr (UL) 0.1 $579k 9.5k 61.17
Analog Devices Stock (ADI) 0.1 $575k 2.4k 238.00
Bayfirst Financial Corp Stock 0.1 $562k 40k 14.00
Arista Networks Stock (ANET) 0.1 $555k 5.4k 102.32
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $543k 11k 48.24
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $533k 2.9k 181.72
Merck & Co Stock (MRK) 0.1 $522k 6.6k 79.17
Vaneck Semiconductor Etf Etf (SMH) 0.0 $505k 1.8k 278.88
Stryker Corporation Stock (SYK) 0.0 $504k 1.3k 395.66
Danaher Corporation Stock (DHR) 0.0 $496k 2.5k 197.51
Littelfuse Stock (LFUS) 0.0 $494k 2.2k 226.68
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $492k 8.0k 61.21
Aflac Stock (AFL) 0.0 $492k 4.7k 105.47
General Dynamics Corp Stock (GD) 0.0 $486k 1.7k 291.66
Vanguard Growth Etf Etf (VUG) 0.0 $476k 1.1k 438.33
Disney Walt Stock (DIS) 0.0 $474k 3.8k 124.00
Altria Group Stock (MO) 0.0 $473k 8.1k 58.63
Rockwell Automation Stock (ROK) 0.0 $473k 1.4k 332.27
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $466k 1.3k 362.31
Citigroup Stock (C) 0.0 $464k 5.4k 85.12
Sanofi Adr (SNY) 0.0 $462k 9.6k 48.31
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $462k 4.9k 94.62
Progressive Corp Stock (PGR) 0.0 $462k 1.7k 266.86
Paycom Software Stock (PAYC) 0.0 $457k 2.0k 231.46
Realty Income Corp Reit (O) 0.0 $454k 7.9k 57.61
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $440k 1.0k 424.57
Grainger W W Stock (GWW) 0.0 $434k 417.00 1040.24
Bristol-myers Squibb Stock (BMY) 0.0 $432k 9.3k 46.29
Globant S A Stock (GLOB) 0.0 $431k 4.7k 90.83
Ishares Semiconductor Etf Etf (SOXX) 0.0 $431k 1.8k 238.73
Paychex Stock (PAYX) 0.0 $426k 2.9k 145.46
Ishares Core U.s. Reit Etf Etf (USRT) 0.0 $417k 7.4k 56.56
Coca Cola Stock (KO) 0.0 $412k 5.8k 70.76
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $410k 1.7k 234.84
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $402k 2.0k 204.69
Reliance Stock (RS) 0.0 $400k 1.3k 313.79
Global X Cybersecurity Etf Etf (BUG) 0.0 $400k 11k 37.10
Constellation Energy Corp Stock (CEG) 0.0 $398k 1.2k 322.76
Dominion Energy Stock (D) 0.0 $393k 7.0k 56.52
American Express Stock (AXP) 0.0 $392k 1.2k 319.04
Eaton Corp Stock (ETN) 0.0 $390k 1.1k 356.99
Public Svc Enterprise Grp Stock (PEG) 0.0 $388k 4.6k 84.17
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $387k 5.7k 67.45
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.0 $371k 17k 21.98
Moodys Corp Stock (MCO) 0.0 $362k 721.00 501.39
American Elec Pwr Stock (AEP) 0.0 $359k 3.5k 103.76
Oneok Stock (OKE) 0.0 $358k 4.4k 81.64
Amphenol Corp New Cl A Stock (APH) 0.0 $352k 3.6k 98.75
Unum Group Stock (UNM) 0.0 $342k 4.2k 80.76
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.0 $330k 13k 25.42
Ge Vernova Stock (GEV) 0.0 $330k 623.00 529.32
Starbucks Corp Stock (SBUX) 0.0 $327k 3.6k 91.63
Target Corp Stock (TGT) 0.0 $326k 3.3k 98.64
Carlisle Cos Stock (CSL) 0.0 $326k 872.00 373.40
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $322k 6.1k 52.76
Vanguard Mid-cap Etf Etf (VO) 0.0 $321k 1.1k 279.82
Trane Technologies Stock (TT) 0.0 $317k 725.00 437.45
Vertex Pharmaceuticals Stock (VRTX) 0.0 $317k 711.00 445.20
Spdr Gold Shares Etf (GLD) 0.0 $316k 1.0k 304.83
Enbridge Stock (ENB) 0.0 $314k 6.9k 45.32
Yum China Hldgs Stock (YUMC) 0.0 $312k 7.0k 44.71
Palo Alto Networks Stock (PANW) 0.0 $312k 1.5k 204.64
Grail Stock (GRAL) 0.0 $309k 6.0k 51.42
Linde Stock (LIN) 0.0 $307k 654.00 468.86
Marsh & Mclennan Cos Stock (MMC) 0.0 $306k 1.4k 218.64
Snowflake Stock (SNOW) 0.0 $304k 1.4k 223.85
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $302k 1.1k 285.88
Vanguard Value Etf Etf (VTV) 0.0 $290k 1.6k 176.75
Jabil Stock (JBL) 0.0 $287k 1.3k 218.10
Intercontinental Exchange Stock (ICE) 0.0 $286k 1.6k 183.52
Southstate Corporation Stock 0.0 $283k 3.1k 92.03
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $280k 15k 18.32
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $269k 3.9k 69.09
Watsco Stock (WSO) 0.0 $268k 607.00 441.75
Norfolk Southn Corp Stock (NSC) 0.0 $268k 1.0k 255.97
Proshares Ultrapro Qqq Etf (TQQQ) 0.0 $265k 3.2k 83.00
Cencora Stock (COR) 0.0 $265k 884.00 299.85
Autodesk Stock (ADSK) 0.0 $265k 856.00 309.56
Cummins Stock (CMI) 0.0 $264k 807.00 327.53
Uber Technologies Stock (UBER) 0.0 $260k 2.8k 93.30
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $260k 1.1k 240.31
Waters Corp Stock (WAT) 0.0 $259k 743.00 349.04
Paccar Stock (PCAR) 0.0 $258k 2.7k 95.07
Sysco Corp Stock (SYY) 0.0 $257k 3.4k 75.75
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $257k 1.3k 194.18
Williams Sonoma Stock (WSM) 0.0 $255k 1.6k 163.40
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.0 $250k 4.5k 55.42
Kkr & Co Stock (KKR) 0.0 $248k 1.9k 133.03
Isabella Bk Corp Stock (ISBA) 0.0 $247k 8.2k 30.15
Ss&c Technologies Hldgs Stock (SSNC) 0.0 $246k 3.0k 82.80
Incyte Corp Stock (INCY) 0.0 $243k 3.6k 68.10
Aci Worldwide Stock (ACIW) 0.0 $243k 5.3k 45.91
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $235k 2.8k 83.48
Hercules Capital Cef (HTGC) 0.0 $235k 13k 18.28
Archer Daniels Midland Stock (ADM) 0.0 $234k 4.4k 52.78
M/i Homes Stock (MHO) 0.0 $232k 2.1k 112.12
Hartford Insurance Group Stock (HIG) 0.0 $232k 1.8k 126.87
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.0 $230k 5.4k 42.36
Spotify Technology S A Stock (SPOT) 0.0 $229k 299.00 767.34
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $228k 900.00 253.16
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $227k 7.8k 29.21
Gallagher Arthur J & Co Stock (AJG) 0.0 $223k 698.00 320.12
Welltower Reit (WELL) 0.0 $222k 1.4k 153.73
Travelers Companies Stock (TRV) 0.0 $222k 830.00 267.54
Vontier Corporation Stock (VNT) 0.0 $222k 6.0k 36.90
Shell Plc Spon Ads Adr (SHEL) 0.0 $221k 3.1k 70.42
Hanover Ins Group Stock (THG) 0.0 $221k 1.3k 169.87
Sherwin Williams Stock (SHW) 0.0 $221k 642.00 343.47
Horace Mann Educators Corp Stock (HMN) 0.0 $220k 5.1k 42.97
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $215k 8.9k 24.27
Brown & Brown Stock (BRO) 0.0 $214k 1.9k 110.87
Intuitive Surgical Stock (ISRG) 0.0 $213k 392.00 543.41
Ingredion Stock (INGR) 0.0 $212k 1.6k 135.62
Pool Corp Stock (POOL) 0.0 $211k 725.00 291.39
Envista Holdings Corporation Stock (NVST) 0.0 $211k 11k 19.54
Vanguard Industrials Etf Etf (VIS) 0.0 $211k 753.00 280.07
Columbia Bkg Sys Stock (COLB) 0.0 $208k 8.9k 23.38
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $207k 759.00 273.21
Alibaba Group Hldg Adr (BABA) 0.0 $205k 1.8k 113.42
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $202k 3.6k 57.01
Aar Corp Stock (AIR) 0.0 $202k 2.9k 68.79
Twilio Inc Cl A Stock (TWLO) 0.0 $200k 1.6k 124.36
Bassett Furniture Inds Stock (BSET) 0.0 $198k 13k 15.20
Keycorp Stock (KEY) 0.0 $180k 10k 17.42
Ford Mtr Stock (F) 0.0 $169k 16k 10.85
Haleon Plc Spon Ads Adr (HLN) 0.0 $121k 12k 10.37
Amcor Plc Ord Stock (AMCR) 0.0 $118k 13k 9.19
Blackrock Res & Commodities St Cef (BCX) 0.0 $99k 10k 9.45
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $97k 14k 7.24
Nerdy Inc Cl A Stock (NRDY) 0.0 $18k 11k 1.63