Glenview Trust as of March 31, 2025
Portfolio Holdings for Glenview Trust
Glenview Trust holds 474 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.0 | $363M | 3.3M | 108.38 | |
| Apple (AAPL) | 4.6 | $235M | 1.1M | 222.13 | |
| Microsoft Corporation (MSFT) | 3.4 | $174M | 462k | 375.39 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $171M | 304k | 561.90 | |
| Eli Lilly & Co. (LLY) | 3.0 | $156M | 189k | 825.91 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.6 | $136M | 1.2M | 110.08 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.5 | $129M | 2.5M | 51.05 | |
| Amazon (AMZN) | 2.2 | $114M | 599k | 190.26 | |
| Meta Platforms Cl A (META) | 2.2 | $112M | 195k | 576.36 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.1 | $107M | 1.3M | 85.07 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $101M | 412k | 245.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $98M | 634k | 154.64 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 1.9 | $96M | 2.6M | 37.49 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $93M | 170k | 548.12 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $89M | 159k | 559.39 | |
| Abbvie (ABBV) | 1.7 | $87M | 413k | 209.52 | |
| Broadcom (AVGO) | 1.6 | $83M | 497k | 167.43 | |
| Wal-Mart Stores (WMT) | 1.4 | $75M | 849k | 87.79 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $72M | 684k | 104.57 | |
| T Rowe Price Etf Price Blue Chip (TCHP) | 1.2 | $64M | 1.7M | 38.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $56M | 106k | 532.58 | |
| Intuitive Surgical Com New (ISRG) | 1.1 | $55M | 112k | 495.27 | |
| Goldman Sachs (GS) | 1.0 | $52M | 95k | 546.29 | |
| Procter & Gamble Company (PG) | 1.0 | $51M | 299k | 170.42 | |
| Chevron Corporation (CVX) | 0.8 | $40M | 240k | 167.29 | |
| Oracle Corporation (ORCL) | 0.8 | $40M | 286k | 139.81 | |
| McDonald's Corporation (MCD) | 0.8 | $40M | 127k | 312.37 | |
| International Business Machines (IBM) | 0.8 | $39M | 158k | 248.66 | |
| Lowe's Companies (LOW) | 0.7 | $39M | 165k | 233.23 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.7 | $35M | 535k | 65.21 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $34M | 288k | 118.93 | |
| Merck & Co (MRK) | 0.6 | $33M | 372k | 89.76 | |
| Coca-Cola Company (KO) | 0.6 | $33M | 456k | 71.62 | |
| Analog Devices (ADI) | 0.6 | $32M | 161k | 201.67 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $32M | 357k | 90.54 | |
| Boeing Company (BA) | 0.6 | $32M | 186k | 170.55 | |
| Union Pacific Corporation (UNP) | 0.6 | $31M | 133k | 236.24 | |
| Honeywell International (HON) | 0.6 | $30M | 140k | 211.75 | |
| Allstate Corporation (ALL) | 0.6 | $30M | 143k | 207.07 | |
| Target Corporation (TGT) | 0.6 | $29M | 282k | 104.36 | |
| Visa Com Cl A (V) | 0.6 | $29M | 81k | 350.46 | |
| Cisco Systems (CSCO) | 0.5 | $28M | 452k | 61.71 | |
| UnitedHealth (UNH) | 0.5 | $27M | 52k | 523.75 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $26M | 293k | 87.17 | |
| Johnson & Johnson (JNJ) | 0.5 | $25M | 151k | 165.84 | |
| CSX Corporation (CSX) | 0.5 | $25M | 845k | 29.43 | |
| salesforce (CRM) | 0.5 | $25M | 92k | 268.36 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $24M | 54k | 446.71 | |
| Wells Fargo & Company (WFC) | 0.5 | $24M | 335k | 71.79 | |
| Marvell Technology (MRVL) | 0.5 | $24M | 390k | 61.57 | |
| Churchill Downs (CHDN) | 0.5 | $24M | 214k | 111.07 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.5 | $24M | 934k | 25.15 | |
| SYSCO Corporation (SYY) | 0.4 | $23M | 309k | 75.04 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $23M | 88k | 258.62 | |
| Caterpillar (CAT) | 0.4 | $23M | 69k | 329.80 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.4 | $21M | 232k | 92.38 | |
| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.4 | $21M | 760k | 27.66 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $21M | 353k | 58.35 | |
| Brown Forman Corp CL B (BF.B) | 0.4 | $20M | 585k | 33.94 | |
| Roper Industries (ROP) | 0.4 | $20M | 34k | 589.58 | |
| Gilead Sciences (GILD) | 0.4 | $20M | 177k | 112.05 | |
| Becton, Dickinson and (BDX) | 0.4 | $19M | 84k | 229.06 | |
| Metropcs Communications (TMUS) | 0.4 | $19M | 70k | 266.71 | |
| Nextera Energy (NEE) | 0.4 | $18M | 260k | 70.89 | |
| Deere & Company (DE) | 0.4 | $18M | 39k | 469.35 | |
| Bank of America Corporation (BAC) | 0.3 | $18M | 430k | 41.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $18M | 114k | 156.23 | |
| Home Depot (HD) | 0.3 | $18M | 48k | 366.49 | |
| Public Service Enterprise (PEG) | 0.3 | $18M | 214k | 82.30 | |
| Citigroup Com New (C) | 0.3 | $18M | 247k | 70.99 | |
| Starbucks Corporation (SBUX) | 0.3 | $18M | 178k | 98.09 | |
| Servicenow (NOW) | 0.3 | $17M | 22k | 796.14 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $17M | 84k | 202.13 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $17M | 69k | 244.64 | |
| Brown Forman Corp Cl A (BF.A) | 0.3 | $17M | 502k | 33.67 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $17M | 84k | 199.49 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $16M | 122k | 132.46 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $16M | 299k | 53.97 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $16M | 58k | 274.84 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $15M | 70k | 221.75 | |
| Ingersoll Rand (IR) | 0.3 | $15M | 192k | 80.03 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $15M | 633k | 24.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $15M | 49k | 312.04 | |
| Chubb (CB) | 0.3 | $15M | 51k | 301.99 | |
| TJX Companies (TJX) | 0.3 | $15M | 125k | 121.80 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $15M | 39k | 383.53 | |
| EOG Resources (EOG) | 0.3 | $15M | 116k | 128.24 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $15M | 29k | 513.91 | |
| IDEXX Laboratories (IDXX) | 0.3 | $15M | 35k | 419.95 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $15M | 599k | 24.18 | |
| S&p Global (SPGI) | 0.3 | $14M | 27k | 508.10 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $13M | 27k | 497.60 | |
| Norfolk Southern (NSC) | 0.3 | $13M | 56k | 236.85 | |
| Paypal Holdings (PYPL) | 0.3 | $13M | 202k | 65.25 | |
| Blackrock (BLK) | 0.3 | $13M | 14k | 946.48 | |
| Pepsi (PEP) | 0.3 | $13M | 87k | 149.94 | |
| Edwards Lifesciences (EW) | 0.2 | $13M | 177k | 72.48 | |
| Constellation Brands Cl A (STZ) | 0.2 | $13M | 69k | 183.52 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $13M | 218k | 57.60 | |
| Pfizer (PFE) | 0.2 | $13M | 494k | 25.34 | |
| Emerson Electric (EMR) | 0.2 | $12M | 111k | 109.64 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $12M | 39k | 306.74 | |
| Abbott Laboratories (ABT) | 0.2 | $12M | 90k | 132.65 | |
| Nike CL B (NKE) | 0.2 | $12M | 187k | 63.48 | |
| O'reilly Automotive (ORLY) | 0.2 | $12M | 8.3k | 1432.58 | |
| Philip Morris International (PM) | 0.2 | $12M | 74k | 158.73 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $12M | 95k | 122.01 | |
| Humana (HUM) | 0.2 | $11M | 41k | 264.60 | |
| PNC Financial Services (PNC) | 0.2 | $11M | 60k | 175.77 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $10M | 409k | 25.26 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $9.6M | 131k | 73.45 | |
| United Rentals (URI) | 0.2 | $9.2M | 15k | 626.70 | |
| Costco Wholesale Corporation (COST) | 0.2 | $9.1M | 9.6k | 945.78 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $8.9M | 179k | 49.90 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $8.4M | 107k | 78.28 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $8.0M | 10.00 | 798441.50 | |
| Texas Roadhouse (TXRH) | 0.1 | $7.7M | 46k | 166.63 | |
| Ameriprise Financial (AMP) | 0.1 | $7.5M | 16k | 484.11 | |
| Dollar General (DG) | 0.1 | $7.5M | 85k | 87.93 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $7.4M | 119k | 61.89 | |
| Fiserv (FI) | 0.1 | $7.2M | 33k | 220.83 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $6.8M | 26k | 257.03 | |
| Valero Energy Corporation (VLO) | 0.1 | $6.7M | 51k | 132.07 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $6.6M | 49k | 134.29 | |
| Bristol Myers Squibb (BMY) | 0.1 | $6.5M | 106k | 60.99 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $6.3M | 87k | 72.70 | |
| United Parcel Service CL B (UPS) | 0.1 | $6.3M | 57k | 109.99 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $6.2M | 79k | 78.94 | |
| Ecolab (ECL) | 0.1 | $6.1M | 24k | 253.52 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $5.8M | 71k | 82.73 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $5.8M | 129k | 45.26 | |
| Cigna Corp (CI) | 0.1 | $5.7M | 17k | 329.00 | |
| Morgan Stanley Com New (MS) | 0.1 | $5.7M | 49k | 116.67 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $5.6M | 53k | 105.60 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.6M | 128k | 43.70 | |
| 3M Company (MMM) | 0.1 | $5.2M | 35k | 146.86 | |
| Linde SHS (LIN) | 0.1 | $5.0M | 11k | 465.64 | |
| Walt Disney Company (DIS) | 0.1 | $5.0M | 50k | 98.70 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $4.9M | 43k | 114.87 | |
| Us Bancorp Del Com New (USB) | 0.1 | $4.8M | 114k | 42.22 | |
| Automatic Data Processing (ADP) | 0.1 | $4.8M | 16k | 305.53 | |
| Medtronic SHS (MDT) | 0.1 | $4.8M | 53k | 89.86 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.8M | 48k | 98.92 | |
| Applied Materials (AMAT) | 0.1 | $4.8M | 33k | 145.12 | |
| Qualcomm (QCOM) | 0.1 | $4.7M | 31k | 153.61 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $4.7M | 94k | 50.21 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.6M | 22k | 206.48 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $4.5M | 196k | 23.13 | |
| American Express Company (AXP) | 0.1 | $4.5M | 17k | 269.05 | |
| Verizon Communications (VZ) | 0.1 | $4.5M | 100k | 45.36 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $4.5M | 121k | 36.90 | |
| Booking Holdings (BKNG) | 0.1 | $4.4M | 952.00 | 4606.91 | |
| Moody's Corporation (MCO) | 0.1 | $4.3M | 9.2k | 465.69 | |
| Pulte (PHM) | 0.1 | $4.1M | 40k | 102.80 | |
| Prologis (PLD) | 0.1 | $4.1M | 37k | 111.79 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.1M | 25k | 160.54 | |
| Hubbell (HUBB) | 0.1 | $4.0M | 12k | 330.91 | |
| Eaton Corp SHS (ETN) | 0.1 | $3.9M | 14k | 271.83 | |
| Stock Yards Ban (SYBT) | 0.1 | $3.9M | 56k | 69.06 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $3.9M | 57k | 67.85 | |
| Altria (MO) | 0.1 | $3.8M | 64k | 60.02 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $3.8M | 40k | 95.75 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.7M | 26k | 139.78 | |
| Illinois Tool Works (ITW) | 0.1 | $3.5M | 14k | 248.01 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $3.5M | 25k | 142.22 | |
| CF Industries Holdings (CF) | 0.1 | $3.5M | 45k | 78.15 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $3.5M | 167k | 20.75 | |
| Progressive Corporation (PGR) | 0.1 | $3.5M | 12k | 283.01 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.4M | 42k | 81.76 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.4M | 6.9k | 484.82 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $3.2M | 65k | 49.62 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.1M | 18k | 172.74 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $3.1M | 8.5k | 366.54 | |
| Markel Corporation (MKL) | 0.1 | $3.1M | 1.7k | 1869.61 | |
| Fastenal Company (FAST) | 0.1 | $3.1M | 40k | 77.55 | |
| MetLife (MET) | 0.1 | $3.1M | 38k | 80.29 | |
| Boston Scientific Corporation (BSX) | 0.1 | $3.1M | 30k | 100.88 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.1M | 16k | 188.16 | |
| Advanced Micro Devices (AMD) | 0.1 | $3.0M | 29k | 102.74 | |
| Paychex (PAYX) | 0.1 | $3.0M | 19k | 154.28 | |
| Omni (OMC) | 0.1 | $3.0M | 36k | 82.91 | |
| Yum! Brands (YUM) | 0.1 | $2.9M | 18k | 157.36 | |
| Danaher Corporation (DHR) | 0.1 | $2.9M | 14k | 205.00 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $2.9M | 132k | 21.72 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.8M | 31k | 92.83 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.8M | 24k | 117.49 | |
| At&t (T) | 0.1 | $2.8M | 97k | 28.28 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.7M | 7.6k | 361.09 | |
| Discover Financial Services | 0.1 | $2.7M | 16k | 170.70 | |
| Waters Corporation (WAT) | 0.1 | $2.7M | 7.3k | 368.57 | |
| General Dynamics Corporation (GD) | 0.1 | $2.7M | 9.9k | 272.58 | |
| Paycom Software (PAYC) | 0.1 | $2.7M | 12k | 218.48 | |
| Amgen (AMGN) | 0.1 | $2.7M | 8.5k | 311.55 | |
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $2.6M | 107k | 24.44 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.5M | 3.8k | 662.63 | |
| Ge Aerospace Com New (GE) | 0.0 | $2.5M | 13k | 200.15 | |
| FedEx Corporation (FDX) | 0.0 | $2.5M | 10k | 243.78 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.4M | 19k | 121.97 | |
| ConocoPhillips (COP) | 0.0 | $2.3M | 22k | 105.02 | |
| Stanley Black & Decker (SWK) | 0.0 | $2.3M | 30k | 76.88 | |
| Intel Corporation (INTC) | 0.0 | $2.3M | 101k | 22.71 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $2.3M | 16k | 140.44 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $2.2M | 3.5k | 634.23 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.2M | 29k | 75.65 | |
| Schlumberger Com Stk (SLB) | 0.0 | $2.2M | 53k | 41.80 | |
| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $2.2M | 34k | 63.82 | |
| Fluor Corporation (FLR) | 0.0 | $2.1M | 59k | 35.82 | |
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $2.1M | 83k | 25.28 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $2.1M | 34k | 60.89 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.1M | 25k | 81.73 | |
| AFLAC Incorporated (AFL) | 0.0 | $2.0M | 18k | 111.19 | |
| Synaptics, Incorporated (SYNA) | 0.0 | $2.0M | 32k | 63.72 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $2.0M | 4.3k | 468.92 | |
| Wynn Resorts (WYNN) | 0.0 | $2.0M | 24k | 83.50 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $2.0M | 1.4k | 1383.29 | |
| McKesson Corporation (MCK) | 0.0 | $1.9M | 2.9k | 672.99 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $1.9M | 3.1k | 607.85 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.8M | 29k | 63.40 | |
| Lennar Corp Cl A (LEN) | 0.0 | $1.8M | 16k | 114.78 | |
| American Intl Group Com New (AIG) | 0.0 | $1.8M | 21k | 86.94 | |
| PPG Industries (PPG) | 0.0 | $1.8M | 16k | 109.35 | |
| Quanta Services (PWR) | 0.0 | $1.8M | 6.9k | 254.18 | |
| Air Products & Chemicals (APD) | 0.0 | $1.8M | 6.0k | 294.92 | |
| Skyworks Solutions (SWKS) | 0.0 | $1.7M | 27k | 64.63 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.7M | 17k | 97.95 | |
| Intuit (INTU) | 0.0 | $1.6M | 2.7k | 613.99 | |
| Palo Alto Networks (PANW) | 0.0 | $1.6M | 9.5k | 170.64 | |
| Stryker Corporation (SYK) | 0.0 | $1.6M | 4.4k | 372.25 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.6M | 8.4k | 190.58 | |
| American Electric Power Company (AEP) | 0.0 | $1.5M | 14k | 109.27 | |
| Netflix (NFLX) | 0.0 | $1.5M | 1.6k | 932.53 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $1.5M | 59k | 25.56 | |
| American Tower Reit (AMT) | 0.0 | $1.4M | 6.6k | 217.60 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | 21k | 69.44 | |
| Dover Corporation (DOV) | 0.0 | $1.4M | 8.1k | 175.68 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.4M | 3.8k | 370.82 | |
| Workday Cl A (WDAY) | 0.0 | $1.4M | 5.8k | 233.53 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.4M | 9.3k | 146.01 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.3M | 20k | 67.75 | |
| Ross Stores (ROST) | 0.0 | $1.3M | 10k | 127.79 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | 14k | 93.70 | |
| Southern Company (SO) | 0.0 | $1.3M | 14k | 91.95 | |
| Kraft Heinz (KHC) | 0.0 | $1.3M | 42k | 30.43 | |
| Travelers Companies (TRV) | 0.0 | $1.3M | 4.8k | 264.46 | |
| Match Group (MTCH) | 0.0 | $1.3M | 40k | 31.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.3M | 7.5k | 166.00 | |
| Hp (HPQ) | 0.0 | $1.2M | 45k | 27.69 | |
| AutoNation (AN) | 0.0 | $1.2M | 7.7k | 161.92 | |
| IDEX Corporation (IEX) | 0.0 | $1.2M | 6.8k | 180.97 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.2M | 13k | 96.45 | |
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $1.2M | 18k | 68.01 | |
| Shell Spon Ads (SHEL) | 0.0 | $1.2M | 16k | 73.28 | |
| Cirrus Logic (CRUS) | 0.0 | $1.2M | 12k | 99.65 | |
| AutoZone (AZO) | 0.0 | $1.2M | 312.00 | 3812.78 | |
| Brown & Brown (BRO) | 0.0 | $1.2M | 9.5k | 124.40 | |
| Trane Technologies SHS (TT) | 0.0 | $1.2M | 3.5k | 336.92 | |
| Ge Vernova (GEV) | 0.0 | $1.2M | 3.8k | 305.28 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $1.1M | 31k | 35.65 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | 3.8k | 288.14 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.1M | 3.1k | 349.19 | |
| Phillips 66 (PSX) | 0.0 | $1.1M | 8.7k | 123.48 | |
| Motorola Solutions Com New (MSI) | 0.0 | $1.1M | 2.4k | 437.81 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | 5.8k | 179.70 | |
| Verisk Analytics (VRSK) | 0.0 | $1.0M | 3.4k | 297.62 | |
| Cummins (CMI) | 0.0 | $1.0M | 3.2k | 313.44 | |
| Amphenol Corp Cl A (APH) | 0.0 | $1.0M | 15k | 65.59 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $991k | 9.4k | 105.44 | |
| eBay (EBAY) | 0.0 | $991k | 15k | 67.73 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $980k | 7.8k | 125.97 | |
| D.R. Horton (DHI) | 0.0 | $968k | 7.6k | 127.13 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $959k | 5.6k | 170.89 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $958k | 1.9k | 512.01 | |
| Dick's Sporting Goods (DKS) | 0.0 | $950k | 4.7k | 201.56 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $926k | 12k | 79.86 | |
| Mettler-Toledo International (MTD) | 0.0 | $921k | 780.00 | 1180.91 | |
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $921k | 36k | 25.29 | |
| Capital One Financial (COF) | 0.0 | $913k | 5.1k | 179.30 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $908k | 18k | 49.81 | |
| Oneok (OKE) | 0.0 | $903k | 9.1k | 99.22 | |
| Truist Financial Corp equities (TFC) | 0.0 | $896k | 22k | 41.15 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $885k | 2.8k | 317.64 | |
| Fortinet (FTNT) | 0.0 | $878k | 9.1k | 96.26 | |
| Intercontinental Exchange (ICE) | 0.0 | $868k | 5.0k | 172.50 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $864k | 6.7k | 128.96 | |
| Marsh & McLennan Companies | 0.0 | $859k | 3.5k | 244.03 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $855k | 27k | 31.40 | |
| Uber Technologies (UBER) | 0.0 | $854k | 12k | 72.86 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $849k | 17k | 50.83 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $843k | 13k | 63.53 | |
| Clorox Company (CLX) | 0.0 | $824k | 5.6k | 147.25 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $818k | 15k | 55.09 | |
| Corning Incorporated (GLW) | 0.0 | $806k | 18k | 45.78 | |
| Tractor Supply Company (TSCO) | 0.0 | $795k | 14k | 55.10 | |
| M&T Bank Corporation (MTB) | 0.0 | $775k | 4.3k | 178.75 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $765k | 7.4k | 103.20 | |
| Cintas Corporation (CTAS) | 0.0 | $763k | 3.7k | 205.53 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $761k | 12k | 66.27 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $757k | 6.7k | 113.78 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $757k | 13k | 58.69 | |
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $753k | 28k | 26.75 | |
| Kkr & Co (KKR) | 0.0 | $748k | 6.5k | 115.61 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $742k | 4.3k | 173.23 | |
| Hershey Company (HSY) | 0.0 | $741k | 4.3k | 171.03 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.0 | $738k | 12k | 63.43 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $737k | 5.0k | 147.72 | |
| Waste Management (WM) | 0.0 | $735k | 3.2k | 231.51 | |
| Safety Shot Com New (SHOT) | 0.0 | $725k | 2.0M | 0.36 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $722k | 14k | 52.80 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $721k | 2.8k | 255.53 | |
| Hess (HES) | 0.0 | $717k | 4.5k | 159.73 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $715k | 18k | 40.03 | |
| Zoetis Cl A (ZTS) | 0.0 | $704k | 4.3k | 164.65 | |
| Tesla Motors (TSLA) | 0.0 | $686k | 2.6k | 259.16 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $681k | 10k | 66.34 | |
| Carlisle Companies (CSL) | 0.0 | $678k | 2.0k | 340.50 | |
| AECOM Technology Corporation (ACM) | 0.0 | $675k | 7.3k | 92.73 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $666k | 11k | 58.96 | |
| Williams Companies (WMB) | 0.0 | $662k | 11k | 59.76 | |
| Snap-on Incorporated (SNA) | 0.0 | $657k | 1.9k | 337.01 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $654k | 11k | 60.17 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $654k | 9.1k | 71.57 | |
| Marriott Intl Cl A (MAR) | 0.0 | $653k | 2.7k | 238.20 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $643k | 7.8k | 82.31 | |
| Dupont De Nemours (DD) | 0.0 | $639k | 8.6k | 74.68 | |
| Zimmer Holdings (ZBH) | 0.0 | $637k | 5.6k | 113.18 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $634k | 6.8k | 93.45 | |
| Dominion Resources (D) | 0.0 | $631k | 11k | 56.07 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $630k | 5.7k | 111.09 | |
| Loews Corporation (L) | 0.0 | $625k | 6.8k | 91.91 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $618k | 2.5k | 251.77 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $618k | 5.5k | 112.85 | |
| Ishares Tr Us Industrials (IYJ) | 0.0 | $606k | 4.7k | 130.18 | |
| FirstEnergy (FE) | 0.0 | $606k | 15k | 40.42 | |
| Unilever Spon Adr New | 0.0 | $605k | 10k | 59.55 | |
| Welltower Inc Com reit (WELL) | 0.0 | $605k | 4.0k | 153.21 | |
| Xcel Energy (XEL) | 0.0 | $604k | 8.5k | 70.79 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $604k | 3.1k | 193.99 | |
| Shake Shack Cl A (SHAK) | 0.0 | $602k | 6.8k | 88.17 | |
| Corteva (CTVA) | 0.0 | $588k | 9.3k | 62.93 | |
| Ishares Tr Select Us Reit (ICF) | 0.0 | $585k | 9.5k | 61.53 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $581k | 7.0k | 83.28 | |
| Cheniere Energy Com New (LNG) | 0.0 | $573k | 2.5k | 231.40 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $559k | 6.0k | 93.66 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $554k | 3.8k | 145.69 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $549k | 8.9k | 61.78 | |
| DTE Energy Company (DTE) | 0.0 | $546k | 3.9k | 138.27 | |
| BP Sponsored Adr (BP) | 0.0 | $542k | 16k | 33.79 | |
| American Water Works (AWK) | 0.0 | $541k | 3.7k | 147.52 | |
| Copart (CPRT) | 0.0 | $538k | 9.5k | 56.59 | |
| Donaldson Company (DCI) | 0.0 | $537k | 8.0k | 67.06 | |
| Eversource Energy (ES) | 0.0 | $533k | 8.6k | 62.11 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $529k | 2.3k | 232.74 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $524k | 10k | 52.41 | |
| National Retail Properties (NNN) | 0.0 | $523k | 12k | 42.65 | |
| Kinder Morgan (KMI) | 0.0 | $519k | 18k | 28.53 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $515k | 4.1k | 124.15 | |
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.0 | $509k | 19k | 26.82 | |
| Hca Holdings (HCA) | 0.0 | $501k | 1.5k | 345.55 | |
| Ingredion Incorporated (INGR) | 0.0 | $499k | 3.7k | 135.21 | |
| Anthem (ELV) | 0.0 | $498k | 1.1k | 434.96 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $496k | 1.8k | 270.83 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $492k | 2.2k | 227.55 | |
| Nucor Corporation (NUE) | 0.0 | $486k | 4.0k | 120.34 | |
| Unum (UNM) | 0.0 | $478k | 5.9k | 81.46 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $473k | 887.00 | 533.48 | |
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $470k | 5.3k | 88.32 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $468k | 9.2k | 50.63 | |
| Steris Shs Usd (STE) | 0.0 | $460k | 2.0k | 226.65 | |
| Keysight Technologies (KEYS) | 0.0 | $460k | 3.1k | 149.77 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $450k | 3.0k | 148.39 | |
| Ventas (VTR) | 0.0 | $446k | 6.5k | 68.76 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $437k | 2.3k | 186.29 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $434k | 5.5k | 78.40 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $427k | 3.6k | 116.98 | |
| Exelon Corporation (EXC) | 0.0 | $423k | 9.2k | 46.08 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $422k | 5.0k | 84.95 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $414k | 3.7k | 111.48 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $410k | 2.2k | 190.06 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $406k | 6.6k | 61.56 | |
| Tyson Foods Cl A (TSN) | 0.0 | $388k | 6.1k | 63.81 | |
| Domino's Pizza (DPZ) | 0.0 | $381k | 829.00 | 459.44 | |
| T. Rowe Price (TROW) | 0.0 | $378k | 4.1k | 91.87 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $374k | 277.00 | 1350.00 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $372k | 91k | 4.10 | |
| Regions Financial Corporation (RF) | 0.0 | $363k | 17k | 21.73 | |
| General Mills (GIS) | 0.0 | $362k | 6.1k | 59.79 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $359k | 1.0k | 345.23 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $359k | 1.2k | 308.88 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $358k | 4.7k | 76.04 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $357k | 2.5k | 141.32 | |
| Extra Space Storage (EXR) | 0.0 | $353k | 2.4k | 148.49 | |
| Enbridge (ENB) | 0.0 | $352k | 7.9k | 44.31 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $351k | 3.7k | 95.48 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $351k | 5.9k | 59.75 | |
| Autodesk (ADSK) | 0.0 | $349k | 1.3k | 261.80 | |
| Kroger (KR) | 0.0 | $344k | 5.1k | 67.69 | |
| Steel Dynamics (STLD) | 0.0 | $340k | 2.7k | 125.08 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $337k | 3.7k | 92.04 | |
| InterDigital (IDCC) | 0.0 | $331k | 1.6k | 206.75 | |
| Vulcan Materials Company (VMC) | 0.0 | $329k | 1.4k | 233.30 | |
| Republic Services (RSG) | 0.0 | $326k | 1.3k | 242.16 | |
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.0 | $324k | 2.4k | 137.81 | |
| Prudential Financial (PRU) | 0.0 | $320k | 2.9k | 111.68 | |
| Astrazeneca Sponsored Adr | 0.0 | $319k | 4.3k | 73.50 | |
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.0 | $312k | 12k | 25.79 | |
| Carlyle Group (CG) | 0.0 | $310k | 7.1k | 43.59 | |
| Cdw (CDW) | 0.0 | $308k | 1.9k | 160.26 | |
| Dow (DOW) | 0.0 | $303k | 8.7k | 34.92 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $303k | 12k | 24.99 | |
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $303k | 12k | 25.56 | |
| CarMax (KMX) | 0.0 | $302k | 3.9k | 77.92 | |
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $299k | 9.0k | 33.18 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $299k | 3.1k | 95.37 | |
| Diageo Spon Adr New (DEO) | 0.0 | $296k | 2.8k | 104.79 | |
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $288k | 3.9k | 74.08 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $285k | 8.0k | 35.67 | |
| Packaging Corporation of America (PKG) | 0.0 | $285k | 1.4k | 198.02 | |
| Genuine Parts Company (GPC) | 0.0 | $282k | 2.4k | 119.14 | |
| GSK Sponsored Adr (GSK) | 0.0 | $279k | 7.2k | 38.74 | |
| Ametek (AME) | 0.0 | $279k | 1.6k | 172.14 | |
| Enterprise Products Partners (EPD) | 0.0 | $276k | 8.1k | 34.14 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $273k | 1.6k | 172.26 | |
| Wec Energy Group (WEC) | 0.0 | $267k | 2.5k | 108.98 | |
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $267k | 3.2k | 83.00 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $266k | 3.3k | 80.71 | |
| Arista Networks Com Shs (ANET) | 0.0 | $265k | 3.4k | 77.48 | |
| Evergy (EVRG) | 0.0 | $262k | 3.8k | 68.95 | |
| German American Ban (GABC) | 0.0 | $260k | 6.9k | 37.50 | |
| Darden Restaurants (DRI) | 0.0 | $259k | 1.2k | 207.76 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $256k | 1.7k | 146.61 | |
| Targa Res Corp (TRGP) | 0.0 | $253k | 1.3k | 200.47 | |
| Electronic Arts (EA) | 0.0 | $253k | 1.8k | 144.52 | |
| Yum China Holdings (YUMC) | 0.0 | $253k | 4.9k | 52.06 | |
| Equifax (EFX) | 0.0 | $252k | 1.0k | 243.56 | |
| Smucker J M Com New (SJM) | 0.0 | $252k | 2.1k | 118.41 | |
| Kenvue (KVUE) | 0.0 | $251k | 11k | 23.98 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $251k | 5.1k | 49.30 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $248k | 702.00 | 352.58 | |
| FactSet Research Systems (FDS) | 0.0 | $246k | 541.00 | 454.64 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $245k | 1.2k | 210.97 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $242k | 9.7k | 25.04 | |
| Dollar Tree (DLTR) | 0.0 | $241k | 3.2k | 75.07 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $231k | 1.1k | 220.01 | |
| Penumbra (PEN) | 0.0 | $230k | 861.00 | 267.41 | |
| Northern Trust Corporation (NTRS) | 0.0 | $228k | 2.3k | 98.65 | |
| Sap Se Spon Adr (SAP) | 0.0 | $227k | 844.00 | 268.44 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $225k | 6.2k | 36.29 | |
| Waste Connections (WCN) | 0.0 | $222k | 1.1k | 195.19 | |
| PG&E Corporation (PCG) | 0.0 | $221k | 13k | 17.18 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $220k | 5.0k | 43.60 | |
| Textron (TXT) | 0.0 | $218k | 3.0k | 72.25 | |
| Ferrari Nv Ord (RACE) | 0.0 | $217k | 508.00 | 427.88 | |
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $216k | 8.6k | 25.04 | |
| Synopsys (SNPS) | 0.0 | $214k | 500.00 | 428.85 | |
| Gentex Corporation (GNTX) | 0.0 | $214k | 9.2k | 23.30 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $214k | 4.0k | 53.52 | |
| Essential Utils (WTRG) | 0.0 | $213k | 5.4k | 39.53 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $212k | 110.00 | 1925.81 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $211k | 3.0k | 69.81 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $211k | 7.5k | 27.96 | |
| Valvoline Inc Common (VVV) | 0.0 | $210k | 6.0k | 34.81 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.0 | $209k | 3.6k | 57.87 | |
| Morningstar (MORN) | 0.0 | $205k | 683.00 | 299.87 | |
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $205k | 5.0k | 40.76 | |
| RPM International (RPM) | 0.0 | $204k | 1.8k | 115.68 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $204k | 10k | 19.59 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $203k | 5.4k | 37.86 | |
| Lululemon Athletica (LULU) | 0.0 | $202k | 712.00 | 283.06 | |
| Hawaiian Electric Industries (HE) | 0.0 | $138k | 13k | 10.95 | |
| Ford Motor Company (F) | 0.0 | $122k | 12k | 10.03 | |
| Bloomin Brands (BLMN) | 0.0 | $109k | 15k | 7.17 | |
| Cardiff Oncology (CRDF) | 0.0 | $75k | 24k | 3.14 | |
| Inotiv (NOTV) | 0.0 | $32k | 14k | 2.21 | |
| Franklin Street Properties (FSP) | 0.0 | $32k | 18k | 1.78 |