GeoWealth Management

GeoWealth Management as of June 30, 2021

Portfolio Holdings for GeoWealth Management

GeoWealth Management holds 271 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exchange Listed Fds Tr Cabana Target 10 (TDSC) 12.9 $102M 3.8M 26.81
Exchange Listed Fds Tr Cabana Target 13 6.2 $49M 1.8M 27.76
Exchange Listed Fds Tr Cabana Target 7 (TDSB) 4.4 $35M 1.4M 25.60
Exchange Listed Fds Tr Cabana Target 16 4.2 $34M 1.2M 28.36
Pimco Etf Tr Active Bd Etf (BOND) 3.5 $28M 249k 110.96
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.9 $15M 329k 46.77
Ishares Tr Select Divid Etf (DVY) 1.9 $15M 127k 116.64
Jp Morgan Exchange Traded Div Rtn Int Eq (JPIN) 1.8 $14M 225k 62.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $14M 147k 95.07
Jp Morgan Exchange Traded Diversfed Rtrn (JPME) 1.7 $14M 157k 87.83
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.7 $14M 160k 86.03
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.7 $13M 74k 178.56
Select Sector Spdr Tr Technology (XLK) 1.6 $12M 84k 147.67
Ishares Tr Core Msci Eafe (IEFA) 1.5 $12M 163k 74.86
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $12M 94k 125.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $11M 26k 428.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $10M 75k 134.41
Goldman Sachs Etf Tr Activebeta Us (GSSC) 1.3 $10M 154k 65.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $9.8M 155k 63.39
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.2 $9.5M 33k 290.04
Kraneshares Tr Quadrtc Int Rt (IVOL) 1.1 $9.0M 324k 27.62
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 1.1 $8.5M 192k 44.41
Spdr Series Trust Portfolio Tl Stk (SPTM) 1.1 $8.3M 157k 52.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $8.0M 23k 354.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $7.2M 159k 45.48
Spdr Series Trust Portfolio Lr Etf (SPLG) 0.9 $7.2M 142k 50.33
Spdr Ser Tr Portfolio Short (SPSB) 0.9 $7.0M 224k 31.30
Invesco Actively Managd Etf Optimum Yield (PDBC) 0.9 $6.9M 346k 20.09
Ishares Tr Core S&p500 Etf (IVV) 0.9 $6.8M 16k 429.91
Ishares Tr Core Msci Emkt (IEMG) 0.9 $6.7M 100k 66.99
Ishares Tr U.s. Fin Svc Etf (IYG) 0.8 $6.7M 36k 185.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $6.7M 78k 85.90
Select Sector Spdr Tr Communication (XLC) 0.8 $6.5M 81k 80.97
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $6.4M 42k 150.75
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $6.3M 172k 36.80
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.8 $6.1M 150k 40.82
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.7 $5.7M 154k 36.69
Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $5.4M 15k 361.00
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $5.3M 178k 30.01
Jp Morgan Exchange Traded Jpmorgan Diver (JPUS) 0.7 $5.3M 54k 96.77
J P Morgan Exchange-traded F Us Aggregate (BBAG) 0.7 $5.2M 96k 54.44
Spdr Series Trust S&p Divid Etf (SDY) 0.6 $5.1M 42k 122.24
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.6 $5.1M 263k 19.28
Vanguard Bd Index Short Trm Bond (BSV) 0.6 $5.0M 61k 82.17
Exchange Listed Fds Tr Cabana Target 5 0.6 $5.0M 195k 25.44
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $4.9M 48k 102.00
Fidelity Covington Tr High Yild Etf (FDHY) 0.6 $4.7M 83k 55.96
Invesco Actively Managed Etf Active Us Real (PSR) 0.6 $4.6M 44k 103.51
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.6 $4.4M 92k 48.01
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.5 $4.3M 46k 94.51
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.5 $4.3M 42k 102.42
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.5 $4.2M 82k 51.04
Ishares Tr Core Msci Euro (IEUR) 0.5 $4.2M 73k 57.25
Ishares Tr Core Intl Aggr (IAGG) 0.5 $4.2M 76k 55.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $4.0M 46k 88.02
Ishares Tr Min Vol Usa Etf (USMV) 0.5 $3.9M 53k 73.61
First Tr Exchange-traded No Amer Energy (EMLP) 0.5 $3.6M 149k 24.46
Ishares Tr Sh Tr Crport Etf (IGSB) 0.5 $3.6M 66k 54.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $3.3M 39k 82.71
First Tr Exchange Traded Fst Low Oppt Eft (LMBS) 0.4 $3.2M 63k 50.89
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $3.2M 32k 99.97
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $3.2M 76k 42.08
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $3.2M 25k 130.54
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.4 $2.9M 65k 44.14
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $2.9M 187k 15.31
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $2.8M 27k 107.28
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.3 $2.8M 34k 82.31
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.6M 51k 51.75
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.3 $2.6M 83k 31.33
Spdr Series Trust Portfolio Sm Etf (SPSM) 0.3 $2.5M 56k 43.93
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.3 $2.4M 49k 50.16
Jp Morgan Exchange Traded Dcplnd Hg Yld (BBHY) 0.3 $2.4M 45k 52.29
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.3M 33k 69.95
Select Sector Spdr Tr Energy (XLE) 0.3 $2.3M 42k 53.83
Indexiq Etf Tr Iq S&p Hgh Yld 0.3 $2.2M 88k 25.26
Apple (AAPL) 0.3 $2.2M 16k 136.59
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.1M 21k 99.41
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $2.0M 14k 144.30
Ishares Tr Intrm Tr Crp Etf (IGIB) 0.3 $2.0M 33k 60.52
Spdr Series Trust Portfolio Md Etf (SPMD) 0.2 $2.0M 42k 47.26
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.9M 14k 140.47
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.2 $1.9M 45k 41.83
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $1.7M 79k 21.58
Ishares Tr Expanded Tech (IGV) 0.2 $1.6M 4.2k 390.19
Ishares Tr Mbs Etf (MBB) 0.2 $1.6M 15k 108.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.5M 15k 101.81
Vaneck Vectors Etf Tr Long Muni Etf (MLN) 0.2 $1.5M 70k 21.91
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.2 $1.4M 19k 75.55
Microsoft Corporation (MSFT) 0.2 $1.4M 5.1k 270.95
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.2 $1.4M 43k 31.75
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.2 $1.3M 21k 63.57
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.2 $1.3M 25k 51.86
Jp Morgan Exchange Traded Ultra Shrt Inc (JPST) 0.2 $1.3M 26k 50.70
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.3M 19k 67.80
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $1.3M 33k 38.56
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.2M 24k 50.85
J P Morgan Exchange-traded F Us Value Factr (JVAL) 0.1 $1.1M 30k 36.10
Jp Morgan Exchange Traded Diversfd Eqt Etf (JPSE) 0.1 $1.1M 24k 44.36
Spdr Series Trust Portfli Tips Etf (SPIP) 0.1 $1.0M 33k 31.12
Geopark Usd Shs (GPRK) 0.1 $1.0M 81k 12.65
Spdr Series Trust S&p Biotech (XBI) 0.1 $1.0M 7.5k 135.50
Jp Morgan Exchange Traded Div Rtn Em Eqt (JPEM) 0.1 $952k 16k 59.09
Global X Fds Fintech Etf (FINX) 0.1 $951k 20k 47.61
Vaneck Vectors Etf Trust Fallen Angel Hg (ANGL) 0.1 $945k 29k 32.92
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.1 $942k 23k 41.25
Target Corporation (TGT) 0.1 $899k 3.7k 241.65
Global X Fds Msci China Cnsmr (CHIQ) 0.1 $891k 25k 35.37
Ishares Tr Core Div Grwth (DGRO) 0.1 $877k 17k 50.28
Global X Fds Social Med Etf (SOCL) 0.1 $852k 12k 72.32
J P Morgan Exchange-traded F Betbuld Msci (BBRE) 0.1 $824k 8.6k 95.95
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $822k 7.1k 115.27
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $820k 15k 53.63
First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $816k 6.6k 124.11
Prologis (PLD) 0.1 $796k 6.7k 119.34
Vanguard World Mega Cap Index (MGC) 0.1 $777k 5.1k 152.42
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $754k 5.1k 147.58
Global X Fds Mill Themc Etf (MILN) 0.1 $750k 17k 43.17
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $731k 12k 60.54
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $730k 6.3k 115.37
Generac Holdings (GNRC) 0.1 $717k 1.7k 414.93
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.1 $688k 15k 46.04
Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $686k 19k 35.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $683k 3.1k 222.73
Spdr Ser Tr Blombrg Brc Emrg (EBND) 0.1 $677k 26k 26.36
Global X Fds Cloud Computng (CLOU) 0.1 $663k 23k 28.61
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $650k 19k 34.94
Global X Fds Vdeo Gam Esprt (HERO) 0.1 $649k 20k 32.28
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $647k 12k 53.40
Ishares Tr Tips Bd Etf (TIP) 0.1 $641k 5.0k 128.25
Spdr Gold Trust Gold Shs (GLD) 0.1 $638k 3.9k 164.76
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $611k 13k 46.53
Bank of America Corporation (BAC) 0.1 $610k 15k 41.19
Exxon Mobil Corporation (XOM) 0.1 $599k 9.5k 63.04
CVS Caremark Corporation (CVS) 0.1 $573k 6.8k 83.76
JPMorgan Chase & Co. (JPM) 0.1 $568k 3.7k 155.06
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $559k 14k 39.42
Comcast Corp Cl A (CMCSA) 0.1 $554k 9.8k 56.74
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $534k 8.7k 61.34
Starbucks Corporation (SBUX) 0.1 $526k 4.7k 111.91
Raytheon Technologies Corp (RTX) 0.1 $524k 6.2k 85.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $524k 1.9k 278.13
BlackRock (BLK) 0.1 $520k 594.00 875.42
Waste Management (WM) 0.1 $514k 3.7k 140.05
Paychex (PAYX) 0.1 $511k 4.8k 107.22
International Business Machines (IBM) 0.1 $508k 3.5k 146.57
Chevron Corporation (CVX) 0.1 $501k 4.8k 104.75
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $501k 3.5k 143.84
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $492k 11k 44.40
Gilead Sciences (GILD) 0.1 $491k 7.1k 68.85
Walgreen Boots Alliance (WBA) 0.1 $489k 9.3k 52.56
Wal-Mart Stores (WMT) 0.1 $484k 3.4k 140.23
McDonald's Corporation (MCD) 0.1 $481k 2.1k 231.36
Costco Wholesale Corporation (COST) 0.1 $478k 1.2k 396.02
Dow (DOW) 0.1 $463k 7.3k 63.25
Citigroup Com New (C) 0.1 $457k 6.5k 70.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $454k 12k 39.28
J P Morgan Exchange-traded F Betabuilders Eur (BBEU) 0.1 $450k 7.7k 58.56
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $446k 9.7k 46.10
UnitedHealth (UNH) 0.1 $432k 1.1k 400.74
Procter & Gamble Company (PG) 0.1 $429k 3.2k 134.78
Ford Motor Company (F) 0.1 $428k 29k 14.83
First Tr Exchange Traded Consumr Discre (FXD) 0.1 $427k 7.0k 60.72
Ishares Silver Tr Ishares (SLV) 0.1 $419k 17k 24.20
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $417k 1.0k 398.66
At&t (T) 0.1 $416k 14k 28.81
Verizon Communications (VZ) 0.1 $416k 7.4k 56.08
Global X Fds Internet Of Thng (SNSR) 0.1 $410k 12k 35.56
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $407k 3.8k 107.02
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $400k 3.9k 102.07
Caterpillar (CAT) 0.1 $397k 1.8k 217.53
Global X Fds S&p 500 Covered (XYLD) 0.0 $392k 8.0k 48.99
Barrick Gold Corp (GOLD) 0.0 $391k 19k 20.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $388k 3.7k 104.75
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $377k 4.6k 82.40
Boston Scientific Corporation (BSX) 0.0 $374k 8.7k 42.79
Global X Fds Us Pfd Etf (PFFD) 0.0 $371k 14k 26.11
Alphabet Cap Stk Cl A (GOOGL) 0.0 $370k 151.00 2450.98
PG&E Corporation (PCG) 0.0 $360k 35k 10.17
Northrop Grumman Corporation (NOC) 0.0 $355k 980.00 362.24
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $344k 2.3k 147.01
Fs Kkr Capital Corp (FSK) 0.0 $313k 15k 21.52
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $311k 5.0k 62.86
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $310k 5.8k 53.30
Amazon (AMZN) 0.0 $286k 83.00 3440.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $285k 5.6k 51.18
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $281k 13k 22.43
Osi Etf Tr Oshs Gbl Inter 0.0 $269k 4.7k 57.08
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $265k 4.2k 63.44
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.0 $261k 11k 24.85
Ishares Tr Core High Dv Etf (HDV) 0.0 $255k 2.6k 96.92
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $251k 2.5k 101.33
Alphabet Cap Stk Cl C (GOOG) 0.0 $251k 100.00 2510.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $227k 7.0k 32.52
Vaneck Vectors Etf Tr Vaneck Vectors Etf Tr (SHYD) 0.0 $222k 8.7k 25.58
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.0 $215k 7.0k 30.59
Pioneer Natural Resources (PXD) 0.0 $213k 1.3k 160.22
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $201k 4.1k 48.59
Global X Fds Globx Supdv Us (DIV) 0.0 $195k 9.7k 20.01
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $187k 5.1k 36.86
Facebook Cl A (META) 0.0 $179k 514.00 347.31
Amyris Com New (AMRSQ) 0.0 $175k 11k 16.41
Global X Fds Glb X Superdiv 0.0 $159k 11k 14.14
ConocoPhillips (COP) 0.0 $151k 2.5k 60.80
Etf Ser Solutions Alpclone Alter 0.0 $145k 1.7k 84.84
Spdr Series Trust Bloomberg Brclys (JNK) 0.0 $144k 1.3k 109.26
Flexshares Tr Cr Scd Us Bd (SKOR) 0.0 $139k 2.6k 54.11
Spdr Series Trust Spdr Bloomberg (BIL) 0.0 $134k 1.5k 90.91
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $99k 890.00 110.93
D.R. Horton (DHI) 0.0 $91k 1.0k 90.48
Lam Research Corporation (LRCX) 0.0 $88k 135.00 651.85
Avantor (AVTR) 0.0 $86k 2.4k 35.76
Morgan Stanley Com New (MS) 0.0 $84k 911.00 92.21
Ishares Tr Russell 2000 Etf (IWM) 0.0 $84k 364.00 229.28
Deere & Company (DE) 0.0 $83k 236.00 350.52
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $82k 154.00 532.47
Vanguard Index Fds Growth Etf (VUG) 0.0 $81k 282.00 287.23
Qorvo (QRVO) 0.0 $80k 412.00 194.17
Cdw (CDW) 0.0 $80k 459.00 174.29
Texas Instruments Incorporated (TXN) 0.0 $80k 413.00 193.15
Adobe Systems Incorporated (ADBE) 0.0 $78k 134.00 582.09
Microchip Technology (MCHP) 0.0 $78k 519.00 150.29
Visa Com Cl A (V) 0.0 $77k 330.00 233.33
Horizon Therapeutics Pub L SHS 0.0 $75k 807.00 92.94
Dover Corporation (DOV) 0.0 $74k 491.00 150.71
Bristol Myers Squibb (BMY) 0.0 $74k 1.1k 67.21
Bank of New York Mellon Corporation (BK) 0.0 $73k 1.4k 51.41
Deckers Outdoor Corporation (DECK) 0.0 $73k 190.00 384.21
Abbvie (ABBV) 0.0 $73k 644.00 113.35
Interpublic Group of Companies (IPG) 0.0 $72k 2.2k 32.65
Metropcs Communications (TMUS) 0.0 $72k 494.00 145.75
Paypal Holdings (PYPL) 0.0 $70k 242.00 289.26
Cadence Design Systems (CDNS) 0.0 $70k 513.00 136.45
Fortune Brands (FBIN) 0.0 $69k 698.00 98.85
Best Buy (BBY) 0.0 $69k 600.00 115.00
Parker-Hannifin Corporation (PH) 0.0 $69k 224.00 308.04
Zimmer Holdings (ZBH) 0.0 $68k 420.00 161.90
Wisdomtree Tr Futre Strat Fd (WTMF) 0.0 $67k 1.6k 41.56
Nucor Corporation (NUE) 0.0 $66k 691.00 95.51
Aon Shs Cl A (AON) 0.0 $65k 271.00 239.85
Home Depot (HD) 0.0 $65k 203.00 320.20
Abbott Laboratories (ABT) 0.0 $65k 565.00 115.04
Ishares Tr Faln Angls Usd (FALN) 0.0 $64k 2.1k 29.86
Global X Fds E Commerce Etf (EBIZ) 0.0 $63k 1.8k 34.52
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.0 $63k 1.1k 57.94
Mondelez Intl Cl A (MDLZ) 0.0 $62k 992.00 62.50
BorgWarner (BWA) 0.0 $61k 1.2k 49.23
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $58k 506.00 114.62
Ishares Gold Tr Ishares New (IAU) 0.0 $58k 1.7k 34.40
Keurig Dr Pepper (KDP) 0.0 $57k 1.6k 35.19
Te Connectivity Reg Shs (TEL) 0.0 $57k 422.00 135.07
Norfolk Southern (NSC) 0.0 $57k 212.00 268.87
Avery Dennison Corporation (AVY) 0.0 $56k 270.00 207.41
Kimberly-Clark Corporation (KMB) 0.0 $52k 388.00 134.02
Nextera Energy (NEE) 0.0 $52k 709.00 73.34
Activision Blizzard 0.0 $50k 527.00 94.88
Invesco Exchng Traded Fd Tr Var Rate Pfd (VRP) 0.0 $50k 1.9k 26.33
Discover Financial Services (DFS) 0.0 $48k 400.00 120.00
Global X Fds Cleantech Etf (CTEC) 0.0 $47k 2.4k 19.52
Eversource Energy (ES) 0.0 $44k 552.00 79.71
Ishares Tr Asia 50 Etf (AIA) 0.0 $43k 469.00 91.70
American Express Company (AXP) 0.0 $43k 260.00 165.38
American Tower Reit (AMT) 0.0 $37k 138.00 268.12
Williams Companies (WMB) 0.0 $30k 1.1k 26.36
Gaming & Leisure Pptys (GLPI) 0.0 $29k 614.00 47.23
Wells Fargo & Company (WFC) 0.0 $27k 600.00 45.00
Global X Fds Conscious Cos (KRMA) 0.0 $14k 473.00 30.40
Qualcomm (QCOM) 0.0 $7.0k 50.00 140.00
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $5.6k 105.00 53.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $3.0k 51.00 58.82
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $2.0k 39.00 51.28
Global X Fds Cybrscurty Etf (BUG) 0.0 $1.4k 71.00 19.61