Gradient Investments

Gradient Investments as of Sept. 30, 2024

Portfolio Holdings for Gradient Investments

Gradient Investments holds 299 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.6 $222M 3.3M 67.51
Innovator Etfs Trust Gradient Tactic (IGTR) 3.1 $149M 5.3M 28.32
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 3.0 $145M 4.9M 29.40
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $123M 3.3M 37.56
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.3 $111M 4.3M 26.14
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.1 $100M 1.6M 61.14
Apple (AAPL) 1.9 $92M 395k 233.00
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.9 $91M 1.8M 51.23
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.9 $89M 1.7M 53.72
Microsoft Corporation (MSFT) 1.8 $84M 195k 430.30
Amazon (AMZN) 1.7 $82M 442k 186.33
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 1.7 $82M 2.3M 36.04
Alphabet Cap Stk Cl C (GOOG) 1.6 $74M 445k 167.19
NVIDIA Corporation (NVDA) 1.5 $73M 602k 121.44
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) 1.5 $71M 2.1M 33.48
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.5 $70M 1.7M 40.78
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.4 $69M 1.4M 50.18
Janus Detroit Str Tr Henderson Mtg (JMBS) 1.4 $67M 1.4M 46.65
Doubleline Etf Trust Mortgage Etf (DMBS) 1.4 $65M 1.3M 50.39
Janus Detroit Str Tr Henderson Securi (JSI) 1.3 $61M 1.1M 52.98
Meta Platforms Cl A (META) 1.2 $60M 105k 572.44
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $60M 332k 179.30
UnitedHealth (UNH) 1.2 $56M 96k 584.68
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 1.1 $55M 1.1M 51.50
Innovator Etfs Trust Equity Def Protn (TJUL) 1.1 $51M 1.8M 27.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $50M 842k 59.51
Vaneck Etf Trust Morningstar Smid (SMOT) 1.0 $48M 1.4M 35.03
World Gold Tr Spdr Gld Minis (GLDM) 1.0 $47M 901k 52.13
Goldman Sachs Etf Tr Future Consumer (GBUY) 1.0 $46M 1.3M 34.96
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.0 $46M 901k 50.88
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL) 0.9 $43M 2.0M 21.06
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.9 $43M 859k 50.00
Ishares Tr Msci Intl Qualty (IQLT) 0.9 $42M 1.0M 41.49
Pimco Etf Tr Preferred And Cp (PRFD) 0.8 $40M 764k 51.67
Goldman Sachs (GS) 0.8 $38M 77k 495.11
Procter & Gamble Company (PG) 0.8 $38M 218k 173.20
Chevron Corporation (CVX) 0.8 $38M 255k 147.27
Angel Oak Funds Trust Mortgage Backed (MBS) 0.8 $37M 4.1M 8.90
JPMorgan Chase & Co. (JPM) 0.8 $37M 174k 210.86
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $37M 566k 64.60
Johnson & Johnson (JNJ) 0.8 $37M 225k 162.06
First Tr Exchange-traded First Tr Enh New (FTSM) 0.8 $36M 606k 59.87
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $36M 726k 49.41
McDonald's Corporation (MCD) 0.7 $36M 117k 304.51
Medtronic SHS (MDT) 0.7 $35M 389k 90.03
Starbucks Corporation (SBUX) 0.7 $35M 355k 97.49
Morgan Stanley Com New (MS) 0.7 $35M 331k 104.24
Extra Space Storage (EXR) 0.7 $34M 189k 180.19
Visa Com Cl A (V) 0.7 $33M 121k 274.95
Coca-Cola Company (KO) 0.7 $33M 457k 71.86
Global X Fds Glbl X Mlp Etf (MLPA) 0.7 $32M 666k 47.98
Wal-Mart Stores (WMT) 0.7 $32M 394k 80.75
Abbott Laboratories (ABT) 0.7 $32M 277k 114.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $29M 63k 460.26
Nextera Energy (NEE) 0.6 $29M 343k 84.53
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 0.6 $29M 575k 50.00
Broadcom (AVGO) 0.6 $28M 160k 172.50
Paypal Holdings (PYPL) 0.6 $27M 351k 78.03
Pfizer (PFE) 0.6 $27M 926k 28.94
Target Corporation (TGT) 0.5 $26M 169k 155.86
Lowe's Companies (LOW) 0.5 $26M 95k 270.85
Bank of America Corporation (BAC) 0.5 $26M 647k 39.68
Schlumberger Com Stk (SLB) 0.5 $25M 596k 41.95
United Rentals (URI) 0.5 $23M 29k 809.73
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $22M 770k 29.06
Palo Alto Networks (PANW) 0.5 $22M 65k 341.80
Advanced Micro Devices (AMD) 0.4 $21M 130k 164.08
ConocoPhillips (COP) 0.4 $21M 202k 105.28
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.4 $21M 644k 32.97
Costco Wholesale Corporation (COST) 0.4 $21M 24k 886.52
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.4 $20M 407k 49.80
Doubleline Etf Trust Commercial Real (DCRE) 0.4 $19M 366k 51.98
Servicenow (NOW) 0.4 $19M 21k 894.39
Boston Scientific Corporation (BSX) 0.4 $19M 222k 83.80
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $18M 343k 52.66
Zimmer Holdings (ZBH) 0.4 $17M 160k 107.95
Netflix (NFLX) 0.4 $17M 24k 709.28
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $17M 187k 91.81
Quanta Services (PWR) 0.3 $17M 56k 298.15
Home Depot (HD) 0.3 $17M 41k 405.20
Ecolab (ECL) 0.3 $16M 64k 255.33
Intuit (INTU) 0.3 $16M 26k 621.00
Eaton Corp SHS (ETN) 0.3 $16M 49k 331.44
Sherwin-Williams Company (SHW) 0.3 $16M 43k 381.67
Global Payments (GPN) 0.3 $16M 157k 102.42
Exxon Mobil Corporation (XOM) 0.3 $16M 137k 117.22
Kenvue (KVUE) 0.3 $16M 688k 23.13
Equinix (EQIX) 0.3 $16M 18k 887.64
Raytheon Technologies Corp (RTX) 0.3 $16M 128k 121.16
Oracle Corporation (ORCL) 0.3 $15M 90k 170.40
Blackstone Group Inc Com Cl A (BX) 0.3 $15M 100k 153.13
Abbvie (ABBV) 0.3 $15M 78k 197.48
New York Times Cl A (NYT) 0.3 $15M 271k 55.67
Lam Research Corporation 0.3 $15M 19k 816.08
Northrop Grumman Corporation (NOC) 0.3 $15M 29k 528.07
Xcel Energy (XEL) 0.3 $15M 230k 65.30
Avery Dennison Corporation (AVY) 0.3 $15M 68k 220.76
Southwest Airlines (LUV) 0.3 $15M 496k 29.63
American Express Company (AXP) 0.3 $15M 54k 271.20
Ball Corporation (BALL) 0.3 $15M 214k 67.91
Matthews Asia Fds Emer Mkts Equity (MEM) 0.3 $15M 439k 33.01
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.3 $14M 294k 49.06
Ares Management Corporation Cl A Com Stk (ARES) 0.3 $14M 92k 155.84
American Tower Reit (AMT) 0.3 $14M 62k 232.56
Chubb (CB) 0.3 $14M 50k 288.39
salesforce (CRM) 0.3 $14M 52k 273.71
Cardinal Health (CAH) 0.3 $14M 129k 110.52
Accenture Plc Ireland Shs Class A (ACN) 0.3 $14M 40k 353.48
Intercontinental Exchange (ICE) 0.3 $14M 88k 160.64
Interpublic Group of Companies (IPG) 0.3 $14M 434k 31.63
Mastercard Incorporated Cl A (MA) 0.3 $14M 27k 493.80
SYSCO Corporation (SYY) 0.3 $13M 172k 78.06
L3harris Technologies (LHX) 0.3 $13M 56k 237.87
Honeywell International (HON) 0.3 $13M 65k 206.71
Dex (DXCM) 0.3 $13M 196k 67.04
Iqvia Holdings (IQV) 0.3 $13M 55k 236.97
Becton, Dickinson and (BDX) 0.3 $13M 54k 241.10
Amgen (AMGN) 0.3 $13M 40k 322.21
Cigna Corp (CI) 0.3 $13M 37k 346.44
Vaneck Etf Trust Clo Etf (CLOI) 0.3 $13M 242k 53.04
Ameriprise Financial (AMP) 0.3 $13M 27k 469.81
Constellation Brands Cl A (STZ) 0.3 $13M 49k 257.69
Alexandria Real Estate Equities (ARE) 0.3 $13M 105k 118.75
Waste Connections (WCN) 0.3 $12M 68k 178.82
Wendy's/arby's Group (WEN) 0.3 $12M 693k 17.52
Series Portfolios Tr Panagram Bbb B (CLOZ) 0.2 $12M 428k 26.88
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.2 $11M 344k 31.34
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.2 $11M 289k 37.07
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $10M 118k 85.13
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.2 $8.8M 703k 12.50
Amplify Etf Tr Blockchain Ldr (BLOK) 0.2 $7.9M 211k 37.52
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.2 $7.6M 149k 50.94
Vaneck Etf Trust Mortgage Reit (MORT) 0.1 $6.9M 569k 12.07
Lockheed Martin Corporation (LMT) 0.1 $6.7M 11k 584.57
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $6.6M 69k 95.50
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.1 $6.5M 426k 15.28
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $6.5M 358k 18.10
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $6.3M 379k 16.56
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $6.3M 70k 89.80
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $5.6M 52k 108.79
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $5.1M 173k 29.75
Ishares Tr Ibonds 24 Trm Ts 0.1 $5.0M 210k 24.00
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $4.9M 211k 23.42
Ishares Tr Conv Bd Etf (ICVT) 0.1 $4.6M 55k 83.67
Ishares Gold Tr Ishares New (IAU) 0.1 $4.5M 90k 49.70
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $3.9M 191k 20.65
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.1 $3.9M 186k 21.12
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $3.9M 70k 55.76
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $3.9M 88k 43.79
Tidal Tr Ii Roundhill Gener (CHAT) 0.1 $3.8M 103k 37.42
Ishares Tr Esg Aware Msci (ESML) 0.1 $3.5M 83k 41.82
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $3.5M 48k 71.83
Tesla Motors (TSLA) 0.1 $3.0M 12k 261.63
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $3.0M 283k 10.45
O'reilly Automotive (ORLY) 0.1 $3.0M 2.6k 1151.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.8M 10k 283.16
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.8M 57k 48.59
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $2.5M 31k 81.92
Fortinet (FTNT) 0.1 $2.5M 32k 77.55
F5 Networks (FFIV) 0.0 $2.2M 10k 220.20
Saia (SAIA) 0.0 $2.1M 4.8k 437.26
Azek Cl A (AZEK) 0.0 $2.1M 44k 46.80
Invitation Homes (INVH) 0.0 $2.0M 58k 35.26
Healthequity (HQY) 0.0 $2.0M 24k 81.85
Southwestern Energy Company 0.0 $2.0M 279k 7.11
Dynatrace Com New (DT) 0.0 $2.0M 37k 53.47
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $1.9M 9.6k 196.13
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $1.8M 4.7k 389.12
Lpl Financial Holdings (LPLA) 0.0 $1.8M 7.7k 232.64
Lululemon Athletica (LULU) 0.0 $1.6M 5.8k 271.35
Snap Cl A (SNAP) 0.0 $1.5M 141k 10.70
Five Below (FIVE) 0.0 $1.4M 16k 88.35
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $1.3M 58k 23.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.3M 16k 84.53
Suncor Energy (SU) 0.0 $1.3M 35k 36.92
Alphabet Cap Stk Cl A (GOOGL) 0.0 $1.3M 7.8k 165.86
Weatherford Intl Ord Shs (WFRD) 0.0 $1.3M 15k 84.92
Chipotle Mexican Grill (CMG) 0.0 $1.2M 21k 57.62
Global X Fds S&p 500 Catholic (CATH) 0.0 $1.2M 17k 69.39
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $1.1M 57k 19.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.1M 2.0k 527.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.0M 2.1k 488.11
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $983k 21k 46.83
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $971k 27k 36.13
AFLAC Incorporated (AFL) 0.0 $971k 8.7k 111.80
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $920k 8.1k 113.58
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $916k 39k 23.79
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $890k 22k 40.48
Boeing Company (BA) 0.0 $855k 5.6k 152.04
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $845k 37k 23.12
Invesco Exch Trd Slf Idx Bulshs 2024 Hy 0.0 $823k 36k 22.72
Sempra Energy (SRE) 0.0 $817k 9.8k 83.63
Wells Fargo & Company (WFC) 0.0 $805k 14k 56.49
Trane Technologies SHS (TT) 0.0 $786k 2.0k 388.73
Canadian Natural Resources (CNQ) 0.0 $744k 22k 33.21
Jd.com Spon Ads Cl A (JD) 0.0 $730k 18k 40.00
Marathon Petroleum Corp (MPC) 0.0 $704k 4.3k 162.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $702k 11k 64.74
Valero Energy Corporation (VLO) 0.0 $661k 4.9k 135.04
Cibc Cad (CM) 0.0 $659k 11k 61.34
Pepsi (PEP) 0.0 $650k 3.8k 170.04
Diamondback Energy (FANG) 0.0 $641k 3.7k 172.40
Marathon Oil Corporation (MRO) 0.0 $617k 23k 26.63
Shell Spon Ads (SHEL) 0.0 $617k 9.4k 65.95
A. O. Smith Corporation (AOS) 0.0 $614k 6.8k 89.83
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $605k 48k 12.63
Novartis Sponsored Adr (NVS) 0.0 $600k 5.2k 115.02
Coca-cola Europacific Partne SHS (CCEP) 0.0 $591k 7.5k 78.75
Aim Etf Products Trust Us Larcp B20 Mar (MARW) 0.0 $589k 19k 30.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $586k 3.4k 173.69
CRH Ord (CRH) 0.0 $582k 6.3k 92.74
Wec Energy Group (WEC) 0.0 $581k 6.0k 96.17
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $579k 17k 33.71
Rbc Cad (RY) 0.0 $578k 4.6k 124.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $576k 1.0k 573.50
National Grid Sponsored Adr Ne (NGG) 0.0 $572k 8.2k 69.67
Astrazeneca Sponsored Adr (AZN) 0.0 $551k 7.1k 77.91
Cheniere Energy Com New (LNG) 0.0 $550k 3.1k 179.84
Kellogg Company (K) 0.0 $549k 6.8k 80.71
Sanofi Sponsored Adr (SNY) 0.0 $541k 9.4k 57.63
Canadian Natl Ry (CNI) 0.0 $541k 4.6k 117.16
Linde SHS (LIN) 0.0 $539k 1.1k 477.04
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.0 $536k 13k 41.96
Te Connectivity Ord Shs (TEL) 0.0 $532k 3.5k 151.00
Caterpillar (CAT) 0.0 $525k 1.3k 391.23
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.0 $523k 12k 43.68
At&t (T) 0.0 $521k 24k 22.00
Williams Companies (WMB) 0.0 $520k 11k 45.65
Relx Sponsored Adr (RELX) 0.0 $519k 11k 47.46
Antero Res (AR) 0.0 $514k 18k 28.65
EOG Resources (EOG) 0.0 $514k 4.2k 122.93
Toronto Dominion Bk Ont Com New (TD) 0.0 $514k 8.1k 63.26
Merck & Co (MRK) 0.0 $502k 4.4k 113.56
Ubs Group SHS (UBS) 0.0 $494k 16k 30.91
HSBC HLDGS Spon Adr New (HSBC) 0.0 $494k 11k 45.19
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.0 $490k 7.2k 67.82
FedEx Corporation (FDX) 0.0 $487k 1.8k 273.72
Mayville Engineering (MEC) 0.0 $487k 23k 21.08
Totalenergies Se Sponsored Ads (TTE) 0.0 $482k 7.5k 64.62
Halliburton Company (HAL) 0.0 $455k 16k 29.05
Prudential Adr (PUK) 0.0 $446k 24k 18.54
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $439k 9.3k 46.95
Ares Capital Corporation (ARCC) 0.0 $430k 21k 20.94
International Business Machines (IBM) 0.0 $425k 1.9k 221.11
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $402k 9.6k 41.69
Ishares Tr Core S&p500 Etf (IVV) 0.0 $397k 688.00 576.92
Walt Disney Company (DIS) 0.0 $380k 4.0k 96.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $364k 3.8k 95.75
Kroger (KR) 0.0 $354k 6.2k 57.30
Toyota Motor Corp Ads (TM) 0.0 $353k 2.0k 178.57
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.0 $347k 3.9k 89.22
Citigroup Com New (C) 0.0 $344k 5.5k 62.60
Rockwell Automation (ROK) 0.0 $337k 1.3k 268.46
Eli Lilly & Co. (LLY) 0.0 $335k 378.00 885.94
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $330k 6.2k 52.98
Colgate-Palmolive Company (CL) 0.0 $329k 3.2k 103.81
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $316k 9.5k 33.23
Select Sector Spdr Tr Financial (XLF) 0.0 $313k 6.9k 45.32
Bristol Myers Squibb (BMY) 0.0 $306k 5.9k 51.74
Spdr Gold Tr Gold Shs (GLD) 0.0 $304k 1.3k 243.06
Vanguard Index Fds Growth Etf (VUG) 0.0 $304k 792.00 383.93
Automatic Data Processing (ADP) 0.0 $304k 1.1k 276.73
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $290k 4.0k 71.73
Dentsply Sirona (XRAY) 0.0 $287k 11k 27.06
Duke Energy Corp Com New (DUK) 0.0 $282k 2.4k 115.29
Regions Financial Corporation (RF) 0.0 $278k 12k 23.33
Ishares Tr Core High Dv Etf (HDV) 0.0 $268k 2.3k 117.64
Jack Henry & Associates (JKHY) 0.0 $265k 1.5k 176.54
Danaher Corporation (DHR) 0.0 $260k 934.00 278.02
Global X Fds S&p Ex Us Etf (CEFA) 0.0 $253k 7.7k 32.73
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $245k 6.6k 37.37
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $245k 3.9k 62.20
Southern Company (SO) 0.0 $244k 2.7k 90.18
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $241k 9.8k 24.49
National Retail Properties (NNN) 0.0 $240k 4.9k 48.49
Ingersoll Rand (IR) 0.0 $237k 2.4k 98.16
PPG Industries (PPG) 0.0 $231k 1.7k 132.46
CSX Corporation (CSX) 0.0 $228k 6.6k 34.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $225k 2.2k 104.18
LTC Properties (LTC) 0.0 $224k 6.1k 36.69
Vanguard Index Fds Value Etf (VTV) 0.0 $224k 1.3k 174.58
Us Bancorp Del Com New (USB) 0.0 $223k 4.9k 45.73
Cintas Corporation (CTAS) 0.0 $222k 1.1k 205.88
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $220k 2.5k 88.14
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $218k 4.1k 52.86
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $215k 4.0k 53.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $215k 1.7k 125.62
Cisco Systems (CSCO) 0.0 $215k 4.0k 53.22
Nucor Corporation (NUE) 0.0 $213k 1.4k 150.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $211k 3.4k 63.00
American Electric Power Company (AEP) 0.0 $209k 2.0k 102.62
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $207k 4.1k 50.50
United Parcel Service CL B (UPS) 0.0 $206k 1.5k 136.38
McKesson Corporation (MCK) 0.0 $203k 410.00 494.49
Qualcomm (QCOM) 0.0 $202k 1.2k 170.05
Huntington Bancshares Incorporated (HBAN) 0.0 $167k 11k 14.70
Aberdeen Income Cred Strat (ACP) 0.0 $78k 12k 6.62
Biolinerx Sponsored Ads 0.0 $16k 30k 0.54
Creative Media & Cmnty Tr Com New 0.0 $11k 22k 0.49