Gyl Financial Synergies

Gyl Financial Synergies as of June 30, 2023

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 342 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
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.0 $88M 654k 134.87
Microsoft Corporation (MSFT) 4.5 $50M 145k 340.54
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.3 $47M 314k 149.64
Apple (AAPL) 3.7 $41M 209k 193.97
JPMorgan Chase & Co. (JPM) 2.0 $22M 153k 145.44
Amazon (AMZN) 2.0 $22M 166k 130.36
Alphabet Cap Stk Cl A (GOOGL) 1.7 $19M 159k 119.70
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $18M 109k 162.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $17M 39k 443.28
Procter & Gamble Company (PG) 1.6 $17M 113k 151.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $16M 34k 478.91
Merck & Co (MRK) 1.4 $16M 135k 115.39
Ishares Msci Emrg Chn (EMXC) 1.4 $15M 296k 51.98
Ishares Tr Us Sml Cap Eqt (SMLF) 1.3 $14M 263k 53.62
Philip Morris International (PM) 1.3 $14M 144k 97.62
Goldman Sachs (GS) 1.3 $14M 44k 322.54
Iqvia Holdings (IQV) 1.2 $13M 59k 224.77
Chevron Corporation (CVX) 1.2 $13M 84k 157.35
Pfizer (PFE) 1.2 $13M 346k 36.68
Zimmer Holdings (ZBH) 1.1 $13M 86k 145.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $12M 36k 341.00
Select Sector Spdr Tr Energy (XLE) 1.1 $12M 146k 81.17
Meta Platforms Cl A (META) 1.0 $11M 39k 286.98
Visa Com Cl A (V) 1.0 $11M 46k 237.48
Ishares Tr Core S&p500 Etf (IVV) 1.0 $11M 24k 445.72
Citigroup Com New (C) 0.9 $10M 224k 46.04
Alphabet Cap Stk Cl C (GOOG) 0.9 $10M 84k 120.97
Johnson & Johnson (JNJ) 0.9 $9.7M 58k 165.52
Vanguard World Fds Health Car Etf (VHT) 0.9 $9.4M 38k 244.82
Ishares Tr Ishares Biotech (IBB) 0.8 $9.1M 72k 126.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $8.9M 40k 220.28
Pepsi (PEP) 0.8 $8.8M 48k 185.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $8.6M 166k 51.70
Vanguard Wellington Us Quality (VFQY) 0.8 $8.5M 74k 114.06
Eli Lilly & Co. (LLY) 0.8 $8.2M 18k 468.99
Broadcom (AVGO) 0.7 $8.1M 9.4k 867.45
Zoetis Cl A (ZTS) 0.7 $7.7M 45k 172.21
Simon Property (SPG) 0.7 $7.2M 62k 115.48
Ishares Gold Tr Ishares New (IAU) 0.6 $6.9M 191k 36.39
Devon Energy Corporation (DVN) 0.6 $6.7M 138k 48.34
Hilton Worldwide Holdings (HLT) 0.6 $6.5M 45k 145.55
UnitedHealth (UNH) 0.6 $6.3M 13k 480.65
Verizon Communications (VZ) 0.6 $6.1M 165k 37.19
ConAgra Foods (CAG) 0.5 $5.9M 176k 33.72
Kinder Morgan (KMI) 0.5 $5.9M 344k 17.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $5.9M 16k 369.42
Exxon Mobil Corporation (XOM) 0.5 $5.7M 54k 107.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $5.7M 124k 46.18
BlackRock 0.5 $5.5M 7.9k 691.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $5.4M 21k 261.48
Lockheed Martin Corporation (LMT) 0.5 $5.3M 12k 460.36
Marriott Intl Cl A (MAR) 0.5 $5.3M 29k 183.69
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $5.1M 15k 351.91
Quanta Services (PWR) 0.4 $4.8M 24k 196.45
Abbvie (ABBV) 0.4 $4.7M 35k 134.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $4.5M 11k 407.29
Nextera Energy (NEE) 0.4 $4.5M 61k 74.20
Cadence Design Systems (CDNS) 0.4 $4.4M 19k 234.52
Coca-Cola Company (KO) 0.4 $4.4M 73k 60.22
Accenture Plc Ireland Shs Class A (ACN) 0.4 $4.3M 14k 308.58
American Tower Reit (AMT) 0.4 $4.3M 22k 193.94
Cummins (CMI) 0.4 $4.2M 17k 245.16
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.4 $4.1M 42k 99.46
American Express Company (AXP) 0.4 $4.1M 24k 174.20
Ishares Tr National Mun Etf (MUB) 0.4 $4.1M 38k 106.73
Ishares Tr Asia 50 Etf (AIA) 0.4 $4.0M 68k 59.59
Deere & Company (DE) 0.4 $4.0M 9.9k 405.18
Union Pacific Corporation (UNP) 0.4 $4.0M 20k 204.62
Booking Holdings (BKNG) 0.4 $3.9M 1.5k 2700.33
Select Sector Spdr Tr Technology (XLK) 0.3 $3.8M 22k 173.86
Chipotle Mexican Grill (CMG) 0.3 $3.8M 1.8k 2139.00
Honeywell International (HON) 0.3 $3.7M 18k 207.50
Boston Properties (BXP) 0.3 $3.7M 64k 57.59
Camden Ppty Tr Sh Ben Int (CPT) 0.3 $3.7M 34k 108.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $3.6M 50k 72.62
Home Depot (HD) 0.3 $3.5M 11k 310.63
General Mills (GIS) 0.3 $3.4M 45k 76.70
Microchip Technology (MCHP) 0.3 $3.4M 38k 89.59
Unilever Spon Adr New (UL) 0.3 $3.4M 65k 52.13
Bristol Myers Squibb (BMY) 0.3 $3.4M 53k 63.95
Palantir Technologies Cl A (PLTR) 0.3 $3.3M 218k 15.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.3M 82k 40.68
Wal-Mart Stores (WMT) 0.3 $3.2M 21k 157.18
Danaher Corporation (DHR) 0.3 $3.2M 13k 239.99
Ishares Tr Core Total Usd (IUSB) 0.3 $3.1M 69k 45.47
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $3.1M 31k 100.07
Nike CL B (NKE) 0.3 $3.0M 27k 110.37
Costco Wholesale Corporation (COST) 0.3 $2.9M 5.4k 538.40
At&t (T) 0.3 $2.8M 178k 15.95
Global X Fds Us Pfd Etf (PFFD) 0.3 $2.8M 146k 19.39
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $2.7M 241k 11.37
Southern Company (SO) 0.2 $2.7M 39k 70.25
Netflix (NFLX) 0.2 $2.5M 5.7k 440.51
Mid-America Apartment (MAA) 0.2 $2.5M 16k 151.86
Brink's Company (BCO) 0.2 $2.5M 37k 67.83
Quest Diagnostics Incorporated (DGX) 0.2 $2.4M 17k 140.56
Prologis (PLD) 0.2 $2.4M 20k 122.63
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.4M 11k 220.15
Allstate Corporation (ALL) 0.2 $2.4M 22k 109.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.3M 43k 54.41
United Parcel Service CL B (UPS) 0.2 $2.3M 13k 179.26
PNC Financial Services (PNC) 0.2 $2.2M 18k 125.95
Raymond James Financial (RJF) 0.2 $2.2M 21k 103.77
Healthcare Rlty Tr Cl A Com (HR) 0.2 $2.2M 115k 18.86
Select Sector Spdr Tr Financial (XLF) 0.2 $2.1M 64k 33.71
Ishares Tr Short Treas Bd (SHV) 0.2 $2.1M 19k 110.45
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $2.1M 45k 46.58
Mondelez Intl Cl A (MDLZ) 0.2 $2.1M 29k 72.94
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.1M 45k 46.64
Cisco Systems (CSCO) 0.2 $2.0M 39k 51.74
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.2 $2.0M 39k 51.54
Hologic (HOLX) 0.2 $2.0M 25k 80.97
Digital Realty Trust (DLR) 0.2 $2.0M 17k 113.87
Regeneron Pharmaceuticals (REGN) 0.2 $1.9M 2.7k 718.54
Knight-swift Transn Hldgs In Cl A (KNX) 0.2 $1.9M 35k 55.56
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $1.9M 24k 81.24
Edwards Lifesciences (EW) 0.2 $1.9M 20k 94.33
Parker-Hannifin Corporation (PH) 0.2 $1.9M 4.8k 390.04
First Industrial Realty Trust (FR) 0.2 $1.9M 35k 52.64
Abbott Laboratories (ABT) 0.2 $1.8M 17k 109.02
NVIDIA Corporation (NVDA) 0.2 $1.8M 4.3k 422.98
Diageo Spon Adr New (DEO) 0.2 $1.8M 10k 173.48
Intercontinental Exchange (ICE) 0.2 $1.8M 16k 113.08
Emerson Electric (EMR) 0.2 $1.8M 19k 90.39
Air Products & Chemicals (APD) 0.2 $1.7M 5.6k 299.53
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.7M 17k 99.65
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M 22k 72.50
Gaming & Leisure Pptys (GLPI) 0.1 $1.6M 33k 48.46
Invitation Homes (INVH) 0.1 $1.6M 46k 34.40
Public Storage (PSA) 0.1 $1.6M 5.4k 291.88
International Business Machines (IBM) 0.1 $1.6M 12k 133.81
Welltower Inc Com reit (WELL) 0.1 $1.6M 19k 80.89
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.5M 23k 67.50
Laboratory Corp Amer Hldgs Com New 0.1 $1.5M 6.4k 241.33
S&p Global (SPGI) 0.1 $1.5M 3.8k 400.89
DTE Energy Company (DTE) 0.1 $1.5M 14k 110.02
Norfolk Southern (NSC) 0.1 $1.5M 6.6k 226.76
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.5M 26k 57.73
Shell Spon Ads (SHEL) 0.1 $1.5M 24k 60.38
Msci (MSCI) 0.1 $1.4M 3.1k 469.29
Walt Disney Company (DIS) 0.1 $1.4M 16k 89.28
M&T Bank Corporation (MTB) 0.1 $1.4M 12k 123.76
Automatic Data Processing (ADP) 0.1 $1.4M 6.5k 219.81
Duke Energy Corp Com New (DUK) 0.1 $1.4M 16k 89.74
Verisk Analytics (VRSK) 0.1 $1.4M 6.1k 226.03
Freeport-mcmoran CL B (FCX) 0.1 $1.4M 34k 40.00
Agilent Technologies Inc C ommon (A) 0.1 $1.4M 11k 120.25
3M Company (MMM) 0.1 $1.4M 14k 100.09
Alcoa (AA) 0.1 $1.4M 40k 33.93
Oracle Corporation (ORCL) 0.1 $1.4M 12k 119.09
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.3M 16k 83.35
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M 7.1k 187.27
ON Semiconductor (ON) 0.1 $1.3M 14k 94.58
Starbucks Corporation (SBUX) 0.1 $1.3M 13k 99.06
Vanguard Index Fds Value Etf (VTV) 0.1 $1.3M 9.1k 142.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 18k 70.48
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $1.3M 5.1k 254.09
Caterpillar (CAT) 0.1 $1.3M 5.1k 246.06
Xcel Energy (XEL) 0.1 $1.3M 20k 62.17
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $1.2M 70k 17.61
Linde SHS (LIN) 0.1 $1.2M 3.2k 381.08
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $1.2M 4.1k 295.83
Raytheon Technologies Corp (RTX) 0.1 $1.2M 12k 97.96
Archer Daniels Midland Company (ADM) 0.1 $1.2M 16k 75.56
Eastman Chemical Company (EMN) 0.1 $1.2M 14k 83.72
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.1M 27k 42.05
Bank of America Corporation (BAC) 0.1 $1.1M 40k 28.69
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.1M 58k 19.53
Dominion Resources (D) 0.1 $1.1M 22k 51.79
Lattice Semiconductor (LSCC) 0.1 $1.1M 12k 96.07
Paypal Holdings (PYPL) 0.1 $1.1M 16k 66.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.1M 43k 24.63
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.1M 18k 57.64
BP Sponsored Adr (BP) 0.1 $1.1M 30k 35.29
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.0M 19k 55.57
Eaton Corp SHS (ETN) 0.1 $1.0M 5.2k 201.09
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $1.0M 34k 30.57
Tesla Motors (TSLA) 0.1 $1.0M 3.9k 261.77
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.0M 2.2k 470.60
Metropcs Communications (TMUS) 0.1 $997k 7.2k 138.90
Adobe Systems Incorporated (ADBE) 0.1 $986k 2.0k 489.11
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $984k 13k 74.17
Dell Technologies CL C (DELL) 0.1 $960k 18k 54.11
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $927k 4.8k 194.45
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $893k 31k 28.79
Cigna Corp (CI) 0.1 $877k 3.1k 280.58
Qualcomm (QCOM) 0.1 $855k 7.2k 119.04
Sanofi Sponsored Adr (SNY) 0.1 $840k 16k 53.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $838k 6.3k 132.74
United Rentals (URI) 0.1 $837k 1.9k 445.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $836k 13k 62.81
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $826k 33k 25.01
Ishares Core Msci Emkt (IEMG) 0.1 $814k 17k 49.29
McDonald's Corporation (MCD) 0.1 $811k 2.7k 298.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $803k 11k 75.57
GSK Sponsored Adr (GSK) 0.1 $803k 23k 35.64
Gilead Sciences (GILD) 0.1 $792k 10k 77.07
Motorola Solutions Com New (MSI) 0.1 $791k 2.7k 293.28
Bank of New York Mellon Corporation (BK) 0.1 $790k 18k 44.52
FedEx Corporation (FDX) 0.1 $785k 3.2k 247.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $778k 2.3k 343.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $769k 2.8k 275.16
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $758k 12k 63.60
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $755k 15k 50.14
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $732k 8.0k 91.82
Medtronic SHS (MDT) 0.1 $730k 8.3k 88.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $725k 10k 72.69
Pvh Corporation (PVH) 0.1 $710k 8.4k 84.97
Republic Services (RSG) 0.1 $687k 4.5k 153.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $676k 6.8k 99.76
Ishares Tr Rus 1000 Etf (IWB) 0.1 $666k 2.7k 243.74
General Electric Com New (GE) 0.1 $664k 6.0k 109.84
Expro Group Holdings Nv (XPRO) 0.1 $657k 37k 17.72
Comcast Corp Cl A (CMCSA) 0.1 $655k 16k 41.55
PPG Industries (PPG) 0.1 $653k 4.4k 148.30
Mastercard Incorporated Cl A (MA) 0.1 $642k 1.6k 393.36
Amgen (AMGN) 0.1 $640k 2.9k 222.01
Hormel Foods Corporation (HRL) 0.1 $629k 16k 40.22
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $624k 20k 30.93
Loews Corporation (L) 0.1 $624k 11k 59.38
Intel Corporation (INTC) 0.1 $622k 19k 33.44
Carrier Global Corporation (CARR) 0.1 $607k 12k 49.71
CSX Corporation (CSX) 0.1 $604k 18k 34.10
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $573k 3.6k 157.84
AES Corporation (AES) 0.1 $571k 28k 20.73
Texas Instruments Incorporated (TXN) 0.1 $570k 3.2k 180.02
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $564k 3.3k 169.83
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $560k 15k 38.27
FactSet Research Systems (FDS) 0.1 $551k 1.4k 400.65
Ishares Tr Select Divid Etf (DVY) 0.1 $550k 4.9k 113.30
Apollo Global Mgmt (APO) 0.0 $544k 7.1k 76.81
Colgate-Palmolive Company (CL) 0.0 $543k 7.1k 77.04
Ishares Tr Core High Dv Etf (HDV) 0.0 $541k 5.4k 100.79
AutoNation (AN) 0.0 $533k 3.2k 164.59
Focus Finl Partners Com Cl A 0.0 $531k 10k 52.51
Corning Incorporated (GLW) 0.0 $521k 15k 35.04
Paramount Global Class B Com (PARA) 0.0 $519k 33k 15.91
Electronic Arts (EA) 0.0 $512k 3.9k 129.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $511k 5.3k 96.63
Monster Beverage Corp (MNST) 0.0 $506k 8.8k 57.44
Boeing Company (BA) 0.0 $496k 2.3k 211.19
Rio Tinto Sponsored Adr (RIO) 0.0 $486k 7.6k 63.84
ConocoPhillips (COP) 0.0 $476k 4.6k 103.61
Realty Income (O) 0.0 $476k 8.0k 59.79
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $467k 4.9k 95.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $456k 12k 39.56
Vistaoutdoor (VSTO) 0.0 $451k 16k 27.67
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $450k 5.8k 77.52
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $445k 5.4k 81.87
Sempra Energy (SRE) 0.0 $435k 3.0k 145.59
Thermo Fisher Scientific (TMO) 0.0 $428k 821.00 521.78
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $423k 5.8k 73.03
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $419k 8.3k 50.57
Palo Alto Networks (PANW) 0.0 $418k 1.6k 255.51
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $415k 10k 41.07
Spdr Gold Tr Gold Shs (GLD) 0.0 $414k 2.3k 178.23
salesforce (CRM) 0.0 $404k 1.9k 211.26
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $398k 8.9k 44.60
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $392k 5.0k 78.49
General Dynamics Corporation (GD) 0.0 $388k 1.8k 215.11
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $380k 3.9k 97.84
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $375k 4.3k 86.54
Ishares Tr Eafe Value Etf (EFV) 0.0 $374k 7.7k 48.94
Illinois Tool Works (ITW) 0.0 $373k 1.5k 250.16
Ishares Tr Broad Usd High (USHY) 0.0 $372k 11k 35.30
Haleon Spon Ads (HLN) 0.0 $370k 44k 8.38
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $368k 3.5k 106.64
Ingersoll Rand (IR) 0.0 $367k 5.6k 65.36
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $365k 5.9k 62.09
Altria (MO) 0.0 $356k 7.9k 45.30
Otis Worldwide Corp (OTIS) 0.0 $348k 3.9k 89.01
LKQ Corporation (LKQ) 0.0 $338k 5.8k 58.27
Webster Financial Corporation (WBS) 0.0 $336k 8.9k 37.75
Enterprise Products Partners (EPD) 0.0 $334k 13k 26.35
Target Corporation (TGT) 0.0 $333k 2.5k 131.89
Novartis Sponsored Adr (NVS) 0.0 $330k 3.3k 100.91
AutoZone (AZO) 0.0 $322k 129.00 2493.36
Xylem (XYL) 0.0 $319k 2.8k 112.62
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $309k 4.1k 75.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $308k 2.8k 109.84
CoStar (CSGP) 0.0 $307k 3.5k 89.00
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $303k 686.00 442.16
Trane Technologies SHS (TT) 0.0 $299k 1.6k 191.26
Myr (MYRG) 0.0 $299k 2.2k 138.34
Nuveen Muni Value Fund (NUV) 0.0 $286k 33k 8.70
Lowe's Companies (LOW) 0.0 $285k 1.3k 225.70
Wells Fargo & Company (WFC) 0.0 $278k 6.5k 42.68
Ingredion Incorporated (INGR) 0.0 $271k 2.6k 105.95
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $269k 5.1k 52.43
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $267k 2.5k 107.32
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $266k 10k 26.33
Spdr Ser Tr S&p Biotech (XBI) 0.0 $265k 3.2k 83.20
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $265k 6.4k 41.57
Fair Isaac Corporation (FICO) 0.0 $262k 324.00 809.21
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $262k 3.1k 84.17
CVS Caremark Corporation (CVS) 0.0 $261k 3.8k 69.14
Ameriprise Financial (AMP) 0.0 $261k 785.00 332.16
Magellan Midstream Prtnrs Com Unit Rp Lp 0.0 $259k 4.2k 62.32
WESCO International (WCC) 0.0 $254k 1.4k 179.06
Penske Automotive (PAG) 0.0 $250k 1.5k 166.63
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $248k 3.3k 75.07
National Fuel Gas (NFG) 0.0 $247k 4.8k 51.36
Encompass Health Corp (EHC) 0.0 $243k 3.6k 67.71
Texas Roadhouse (TXRH) 0.0 $242k 2.2k 112.28
Vanguard Index Fds Small Cp Etf (VB) 0.0 $242k 1.2k 198.89
Casey's General Stores (CASY) 0.0 $241k 986.00 243.88
Tenet Healthcare Corp Com New (THC) 0.0 $238k 2.9k 81.38
Axcelis Technologies Com New (ACLS) 0.0 $238k 1.3k 183.33
Dick's Sporting Goods (DKS) 0.0 $234k 1.8k 132.19
Select Sector Spdr Tr Communication (XLC) 0.0 $233k 3.6k 65.08
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $230k 6.1k 37.69
Berry Plastics (BERY) 0.0 $229k 3.6k 64.34
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $228k 4.6k 50.03
A. O. Smith Corporation (AOS) 0.0 $227k 3.1k 72.78
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $227k 3.5k 65.44
Asml Holding N V N Y Registry Shs (ASML) 0.0 $226k 312.00 724.75
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $223k 1.5k 148.87
Selective Insurance (SIGI) 0.0 $223k 2.3k 95.95
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $223k 6.1k 36.50
Capital One Financial (COF) 0.0 $222k 2.0k 109.37
Mccormick & Co Com Non Vtg (MKC) 0.0 $222k 2.5k 87.23
Becton, Dickinson and (BDX) 0.0 $222k 841.00 264.01
PGT 0.0 $221k 7.6k 29.15
Airbnb Com Cl A (ABNB) 0.0 $220k 1.7k 128.16
Emcor (EME) 0.0 $218k 1.2k 184.78
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $216k 3.7k 58.98
Rbc Cad (RY) 0.0 $213k 2.2k 95.51
International Paper Company (IP) 0.0 $211k 6.6k 31.81
Corteva (CTVA) 0.0 $208k 3.6k 57.30
Toronto Dominion Bk Ont Com New (TD) 0.0 $208k 3.3k 62.01
Dupont De Nemours (DD) 0.0 $207k 2.9k 71.44
Hershey Company (HSY) 0.0 $206k 825.00 249.70
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $205k 6.8k 30.11
Paychex (PAYX) 0.0 $203k 1.8k 111.87
Smucker J M Com New (SJM) 0.0 $202k 1.4k 147.65
Portland Gen Elec Com New (POR) 0.0 $202k 4.3k 46.83
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $201k 4.3k 47.17
Northrop Grumman Corporation (NOC) 0.0 $200k 439.00 455.80
New Mountain Finance Corp (NMFC) 0.0 $195k 16k 12.44
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $142k 11k 12.70
Lakeland Ban 0.0 $136k 10k 13.39
Monroe Cap (MRCC) 0.0 $126k 15k 8.18