Industrial Alliance Investment Management as of June 30, 2022
Portfolio Holdings for Industrial Alliance Investment Management
Industrial Alliance Investment Management holds 382 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.4 | $226M | 879k | 256.83 | |
Apple (AAPL) | 4.0 | $139M | 1.0M | 136.72 | |
Johnson & Johnson (JNJ) | 3.6 | $127M | 713k | 177.51 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $113M | 52k | 2179.26 | |
Invesco Qqq Trust Series 1 Unit Ser 1 (QQQ) | 2.6 | $93M | 331k | 280.28 | |
CVS Caremark Corporation (CVS) | 2.5 | $89M | 957k | 92.66 | |
Amazon (AMZN) | 2.5 | $87M | 820k | 106.21 | |
iShares Lehman Aggregate Bond (AGG) | 2.3 | $81M | 791k | 101.68 | |
UnitedHealth (UNH) | 2.0 | $69M | 135k | 513.63 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.7 | $60M | 820k | 73.61 | |
Spdr S&p 500 Etf (SPY) | 1.7 | $60M | 159k | 377.25 | |
Cisco Systems (CSCO) | 1.5 | $52M | 1.2M | 42.64 | |
Broadcom (AVGO) | 1.5 | $51M | 105k | 485.81 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.3 | $47M | 426k | 110.03 | |
Visa Com Cl A (V) | 1.3 | $45M | 226k | 196.89 | |
Thermo Fisher Scientific (TMO) | 1.3 | $44M | 81k | 543.29 | |
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH) | 1.2 | $40M | 529k | 76.26 | |
Bristol Myers Squibb (BMY) | 1.1 | $40M | 517k | 77.00 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $38M | 338k | 112.61 | |
Vanguard Value ETF (VTV) | 1.0 | $37M | 277k | 131.88 | |
Costco Wholesale Corporation (COST) | 0.9 | $32M | 67k | 479.28 | |
Carrier Global Corporation (CARR) | 0.9 | $32M | 896k | 35.66 | |
Home Depot (HD) | 0.9 | $32M | 115k | 274.27 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $30M | 474k | 62.49 | |
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $29M | 13k | 2187.46 | |
Abbvie (ABBV) | 0.8 | $29M | 190k | 153.16 | |
Meta Platforms Cl A (META) | 0.8 | $29M | 179k | 161.25 | |
Nextera Energy (NEE) | 0.8 | $28M | 357k | 77.46 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.8 | $26M | 230k | 114.87 | |
Applied Materials (AMAT) | 0.8 | $26M | 290k | 90.98 | |
MetLife (MET) | 0.7 | $26M | 414k | 62.79 | |
Tesla Motors (TSLA) | 0.7 | $26M | 38k | 673.43 | |
Verizon Communications (VZ) | 0.7 | $25M | 494k | 50.75 | |
BlackRock (BLK) | 0.7 | $25M | 41k | 609.03 | |
NVIDIA Corporation (NVDA) | 0.7 | $24M | 160k | 151.59 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.7 | $24M | 283k | 85.32 | |
Vmware Cl A Com | 0.6 | $22M | 196k | 113.98 | |
Centene Corporation (CNC) | 0.6 | $22M | 257k | 84.61 | |
Mastercard Cl A (MA) | 0.6 | $22M | 69k | 315.49 | |
Pepsi (PEP) | 0.6 | $20M | 122k | 166.66 | |
Eli Lilly & Co. (LLY) | 0.6 | $20M | 61k | 324.23 | |
Take-Two Interactive Software (TTWO) | 0.6 | $20M | 161k | 122.53 | |
Dollar General (DG) | 0.6 | $19M | 79k | 245.44 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $19M | 330k | 58.85 | |
EOG Resources (EOG) | 0.5 | $19M | 171k | 110.44 | |
Pfizer (PFE) | 0.5 | $19M | 358k | 52.43 | |
McDonald's Corporation (MCD) | 0.5 | $19M | 75k | 246.88 | |
S&p Global (SPGI) | 0.5 | $19M | 55k | 337.06 | |
Walt Disney Company (DIS) | 0.5 | $19M | 196k | 94.40 | |
Honeywell International (HON) | 0.5 | $18M | 104k | 173.81 | |
Texas Instruments Incorporated (TXN) | 0.5 | $18M | 118k | 153.65 | |
Union Pacific Corporation (UNP) | 0.5 | $17M | 82k | 213.28 | |
Chevron Corporation (CVX) | 0.5 | $17M | 118k | 144.78 | |
Bank of America Corporation (BAC) | 0.5 | $17M | 545k | 31.13 | |
Lockheed Martin Corporation (LMT) | 0.5 | $16M | 38k | 429.96 | |
Anthem (ELV) | 0.5 | $16M | 33k | 482.59 | |
Deere & Company (DE) | 0.4 | $16M | 53k | 299.47 | |
Stryker Corporation (SYK) | 0.4 | $16M | 79k | 198.93 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $15M | 392k | 39.24 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $15M | 42k | 366.06 | |
Palo Alto Networks (PANW) | 0.4 | $15M | 31k | 493.95 | |
salesforce (CRM) | 0.4 | $15M | 91k | 165.04 | |
Accenture Shs Class A (ACN) | 0.4 | $15M | 53k | 277.64 | |
Danaher Corporation (DHR) | 0.4 | $14M | 56k | 253.53 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $14M | 49k | 281.79 | |
Abbott Laboratories (ABT) | 0.4 | $14M | 128k | 108.65 | |
Rh (RH) | 0.4 | $14M | 64k | 212.26 | |
Iqvia Holdings (IQV) | 0.4 | $13M | 62k | 216.99 | |
Progressive Corporation (PGR) | 0.4 | $13M | 113k | 116.27 | |
Qualcomm (QCOM) | 0.4 | $13M | 101k | 127.74 | |
Merck & Co (MRK) | 0.4 | $13M | 140k | 91.17 | |
Horizon Therapeutics SHS | 0.4 | $13M | 157k | 79.76 | |
Servicenow (NOW) | 0.4 | $12M | 26k | 475.51 | |
Metropcs Communications (TMUS) | 0.3 | $12M | 90k | 134.54 | |
Mid-America Apartment (MAA) | 0.3 | $12M | 69k | 174.67 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $12M | 234k | 49.96 | |
Advanced Micro Devices (AMD) | 0.3 | $11M | 148k | 76.47 | |
Uber Technologies (UBER) | 0.3 | $11M | 547k | 20.46 | |
Sba Communications Corp (SBAC) | 0.3 | $11M | 34k | 320.04 | |
Northrop Grumman Corporation (NOC) | 0.3 | $11M | 22k | 478.57 | |
Procter & Gamble Company (PG) | 0.3 | $11M | 74k | 143.78 | |
Lam Research Corporation (LRCX) | 0.3 | $11M | 25k | 426.15 | |
Crown Holdings (CCK) | 0.3 | $10M | 109k | 92.17 | |
Nutanix Cl A (NTNX) | 0.3 | $10M | 687k | 14.63 | |
Chubb (CB) | 0.3 | $10M | 51k | 196.59 | |
Zoominfo Technologies Com Cl A (ZI) | 0.3 | $10M | 299k | 33.24 | |
Starbucks Corporation (SBUX) | 0.3 | $9.8M | 128k | 76.39 | |
Wal-Mart Stores (WMT) | 0.3 | $9.6M | 79k | 121.58 | |
Intuit (INTU) | 0.3 | $9.6M | 25k | 385.45 | |
Netflix (NFLX) | 0.3 | $9.6M | 55k | 174.86 | |
Automatic Data Processing (ADP) | 0.3 | $9.6M | 46k | 210.03 | |
Micron Technology (MU) | 0.3 | $9.5M | 172k | 55.28 | |
Boston Scientific Corporation (BSX) | 0.3 | $9.3M | 249k | 37.27 | |
Travelers Companies (TRV) | 0.3 | $9.2M | 55k | 169.13 | |
Nike CL B (NKE) | 0.3 | $9.2M | 90k | 102.19 | |
Exxon Mobil Corporation (XOM) | 0.3 | $9.2M | 108k | 85.64 | |
Intel Corporation (INTC) | 0.3 | $9.2M | 246k | 37.41 | |
Analog Devices (ADI) | 0.3 | $8.9M | 61k | 146.10 | |
Crocs (CROX) | 0.3 | $8.8M | 182k | 48.67 | |
Vanguard Real Estate Etf Real Estate Etf (VNQ) | 0.2 | $8.8M | 96k | 91.11 | |
Farfetch Ord Sh Cl A (FTCHQ) | 0.2 | $8.7M | 1.2M | 7.16 | |
Equinix (EQIX) | 0.2 | $8.7M | 13k | 657.03 | |
Invesco Senior Loan Etf Sr Ln Etf (BKLN) | 0.2 | $8.7M | 428k | 20.27 | |
stock | 0.2 | $8.7M | 98k | 88.46 | |
Canadian Natural Resources (CNQ) | 0.2 | $8.6M | 161k | 53.68 | |
Dupont De Nemours (DD) | 0.2 | $8.2M | 147k | 55.58 | |
Amgen (AMGN) | 0.2 | $8.1M | 33k | 243.30 | |
Fortis (FTS) | 0.2 | $8.1M | 171k | 47.27 | |
Bunge | 0.2 | $8.0M | 89k | 90.69 | |
Constellation Brands Cl A (STZ) | 0.2 | $7.8M | 33k | 233.07 | |
TJX Companies (TJX) | 0.2 | $7.7M | 138k | 55.85 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $7.7M | 13k | 591.15 | |
Ashland (ASH) | 0.2 | $7.6M | 74k | 103.05 | |
Williams Companies (WMB) | 0.2 | $7.4M | 237k | 31.21 | |
Booking Holdings (BKNG) | 0.2 | $7.4M | 4.2k | 1748.99 | |
Synopsys (SNPS) | 0.2 | $7.3M | 24k | 303.69 | |
CSX Corporation (CSX) | 0.2 | $7.1M | 245k | 29.06 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $7.1M | 35k | 200.72 | |
Algonquin Power & Utilities equs (AQN) | 0.2 | $7.1M | 527k | 13.43 | |
AstraZeneca (AZN) | 0.2 | $6.5M | 99k | 66.07 | |
Amphenol Corp Cl A (APH) | 0.2 | $6.3M | 98k | 64.38 | |
Alexandria Real Estate Equities (ARE) | 0.2 | $6.2M | 43k | 145.04 | |
Roper Industries (ROP) | 0.2 | $6.2M | 16k | 394.65 | |
Cognizant Technology Solutions Corp Cl A (CTSH) | 0.2 | $6.1M | 91k | 67.49 | |
O'reilly Automotive (ORLY) | 0.2 | $6.1M | 9.6k | 631.71 | |
Ziprecruiter Cl A (ZIP) | 0.2 | $6.0M | 405k | 14.82 | |
Hershey Company (HSY) | 0.2 | $6.0M | 28k | 215.17 | |
Fortinet (FTNT) | 0.2 | $5.9M | 105k | 56.58 | |
Cenovus Energy (CVE) | 0.2 | $5.8M | 306k | 19.01 | |
Pubmatic Com Cl A (PUBM) | 0.2 | $5.7M | 362k | 15.89 | |
Paychex (PAYX) | 0.2 | $5.7M | 51k | 113.88 | |
Mondelez International Cl A (MDLZ) | 0.2 | $5.6M | 90k | 62.09 | |
Mosaic (MOS) | 0.2 | $5.6M | 118k | 47.23 | |
SVB Financial (SIVBQ) | 0.2 | $5.5M | 14k | 395.01 | |
Fidelity National Information Services (FIS) | 0.2 | $5.4M | 59k | 91.66 | |
Fastenal Company (FAST) | 0.2 | $5.3M | 107k | 49.92 | |
Charter Communications Cl A (CHTR) | 0.2 | $5.3M | 11k | 468.56 | |
Biohaven Pharmaceutical Holding | 0.1 | $5.2M | 36k | 145.71 | |
Ametek (AME) | 0.1 | $5.1M | 46k | 109.90 | |
Digital Realty Trust (DLR) | 0.1 | $5.0M | 39k | 129.83 | |
Oracle Corporation (ORCL) | 0.1 | $5.0M | 72k | 69.87 | |
Estee Lauder Cos Inc/the Cl A (EL) | 0.1 | $4.9M | 19k | 254.67 | |
Gilead Sciences (GILD) | 0.1 | $4.9M | 80k | 61.80 | |
Paypal Holdings (PYPL) | 0.1 | $4.9M | 70k | 69.84 | |
Target Corporation (TGT) | 0.1 | $4.9M | 35k | 141.22 | |
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 0.1 | $4.7M | 57k | 81.75 | |
Royalty Pharma Shs Cl A (RPRX) | 0.1 | $4.6M | 109k | 42.04 | |
Waste Connections (WCN) | 0.1 | $4.6M | 37k | 123.97 | |
Applovin Corp Com Cl A (APP) | 0.1 | $4.5M | 129k | 34.44 | |
Avnet (AVT) | 0.1 | $4.4M | 104k | 42.88 | |
American Water Works (AWK) | 0.1 | $4.4M | 30k | 148.76 | |
Avantor (AVTR) | 0.1 | $4.4M | 142k | 31.10 | |
Linde SHS | 0.1 | $4.4M | 15k | 287.52 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $4.2M | 72k | 58.88 | |
Sherwin-Williams Company (SHW) | 0.1 | $4.2M | 19k | 223.92 | |
Domo Com Cl B (DOMO) | 0.1 | $4.1M | 149k | 27.80 | |
Edwards Lifesciences (EW) | 0.1 | $4.1M | 43k | 95.09 | |
Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $4.1M | 47k | 87.45 | |
Fiserv (FI) | 0.1 | $4.1M | 46k | 88.97 | |
Tapestry (TPR) | 0.1 | $4.0M | 130k | 30.52 | |
Lowe's Companies (LOW) | 0.1 | $4.0M | 23k | 174.68 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $3.9M | 80k | 49.06 | |
Keurig Dr Pepper (KDP) | 0.1 | $3.9M | 111k | 35.39 | |
Knight-swift Transportation Holdings Cl A (KNX) | 0.1 | $3.9M | 84k | 46.29 | |
Marsh & McLennan Companies (MMC) | 0.1 | $3.8M | 25k | 155.26 | |
Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $3.8M | 146k | 25.80 | |
BioMarin Pharmaceutical (BMRN) | 0.1 | $3.7M | 45k | 82.88 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $3.7M | 25k | 148.04 | |
Activision Blizzard | 0.1 | $3.7M | 47k | 77.86 | |
Magnite Ord (MGNI) | 0.1 | $3.6M | 410k | 8.88 | |
Ishares Tr core msci euro (IEUR) | 0.1 | $3.6M | 79k | 44.96 | |
Exelon Corporation (EXC) | 0.1 | $3.5M | 78k | 45.32 | |
Waters Corporation (WAT) | 0.1 | $3.5M | 11k | 330.95 | |
Electronic Arts (EA) | 0.1 | $3.5M | 28k | 121.64 | |
Moderna (MRNA) | 0.1 | $3.4M | 24k | 142.87 | |
Illumina (ILMN) | 0.1 | $3.4M | 19k | 184.33 | |
Ishares Tr cmn (STIP) | 0.1 | $3.4M | 33k | 101.42 | |
Goldman Sachs (GS) | 0.1 | $3.4M | 11k | 296.99 | |
Raymond James Financial (RJF) | 0.1 | $3.3M | 37k | 89.42 | |
Compass Cl A (COMP) | 0.1 | $3.3M | 907k | 3.61 | |
Schlumberger (SLB) | 0.1 | $3.3M | 91k | 35.77 | |
Corteva (CTVA) | 0.1 | $3.3M | 60k | 54.14 | |
Ptc (PTC) | 0.1 | $3.2M | 30k | 106.34 | |
Cadence Design Systems (CDNS) | 0.1 | $3.2M | 21k | 150.01 | |
Atomera (ATOM) | 0.1 | $3.1M | 330k | 9.38 | |
Seagen | 0.1 | $3.1M | 17k | 176.92 | |
American Tower Reit (AMT) | 0.1 | $3.1M | 12k | 255.61 | |
Lamar Advertising Co-a (LAMR) | 0.1 | $3.1M | 35k | 87.97 | |
Colgate-Palmolive Company (CL) | 0.1 | $3.0M | 38k | 80.14 | |
American Electric Power Company (AEP) | 0.1 | $3.0M | 31k | 95.95 | |
Kla Corp Com New (KLAC) | 0.1 | $3.0M | 9.2k | 319.06 | |
Monster Beverage Corp (MNST) | 0.1 | $2.9M | 32k | 92.69 | |
Morgan Stanley Com New (MS) | 0.1 | $2.9M | 38k | 76.05 | |
Eaton Corp SHS (ETN) | 0.1 | $2.9M | 23k | 126.00 | |
Capital One Financial (COF) | 0.1 | $2.8M | 27k | 104.20 | |
Kraft Heinz (KHC) | 0.1 | $2.8M | 73k | 38.15 | |
Natera (NTRA) | 0.1 | $2.8M | 79k | 35.44 | |
Marriott International Cl A (MAR) | 0.1 | $2.7M | 20k | 135.99 | |
ON Semiconductor (ON) | 0.1 | $2.6M | 52k | 50.31 | |
Airbnb (ABNB) | 0.1 | $2.5M | 29k | 89.08 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $2.5M | 25k | 102.32 | |
Southwest Airlines (LUV) | 0.1 | $2.5M | 69k | 36.12 | |
Moody's Corporation (MCO) | 0.1 | $2.5M | 9.1k | 271.92 | |
AES Corporation (AES) | 0.1 | $2.5M | 118k | 21.01 | |
Dollar Tree (DLTR) | 0.1 | $2.5M | 16k | 155.87 | |
Alnylam Pharmaceuticals (ALNY) | 0.1 | $2.4M | 17k | 145.86 | |
Bellus Health Com New | 0.1 | $2.4M | 259k | 9.24 | |
Xcel Energy (XEL) | 0.1 | $2.3M | 33k | 70.76 | |
Cintas Corporation (CTAS) | 0.1 | $2.3M | 6.1k | 373.57 | |
Autodesk (ADSK) | 0.1 | $2.2M | 13k | 171.97 | |
Marvell Technology (MRVL) | 0.1 | $2.2M | 51k | 43.52 | |
Crowdstrike Holdings Cl A (CRWD) | 0.1 | $2.2M | 13k | 168.59 | |
Biogen Idec (BIIB) | 0.1 | $2.2M | 11k | 203.91 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $2.2M | 66k | 32.88 | |
Newmont Mining Corporation (NEM) | 0.1 | $2.0M | 34k | 59.66 | |
Spirit Aerosystems Holdings Com Cl A (SPR) | 0.1 | $2.0M | 69k | 29.30 | |
Lululemon Athletica (LULU) | 0.1 | $2.0M | 7.4k | 272.67 | |
Walgreen Boots Alliance (WBA) | 0.1 | $2.0M | 52k | 37.90 | |
Jd.com Spon Adr Cl A (JD) | 0.1 | $2.0M | 30k | 64.21 | |
Microchip Technology (MCHP) | 0.1 | $1.9M | 33k | 58.08 | |
Baidu Spon Adr Rep A (BIDU) | 0.1 | $1.9M | 13k | 148.71 | |
MercadoLibre (MELI) | 0.1 | $1.9M | 3.0k | 637.00 | |
Ross Stores (ROST) | 0.1 | $1.9M | 27k | 70.23 | |
Atlassian Corp Cl A | 0.1 | $1.9M | 9.9k | 187.42 | |
IDEXX Laboratories (IDXX) | 0.1 | $1.8M | 5.0k | 350.79 | |
Kkr & Co Cl A (KKR) | 0.1 | $1.8M | 38k | 46.29 | |
Five9 (FIVN) | 0.1 | $1.8M | 19k | 91.13 | |
Dex (DXCM) | 0.1 | $1.8M | 24k | 74.53 | |
Lucid Group (LCID) | 0.0 | $1.7M | 102k | 17.16 | |
Old Dominion Freight Line (ODFL) | 0.0 | $1.7M | 6.8k | 256.32 | |
Paccar (PCAR) | 0.0 | $1.7M | 21k | 82.32 | |
Match Group (MTCH) | 0.0 | $1.7M | 24k | 69.70 | |
Workday Inc cl a (WDAY) | 0.0 | $1.7M | 12k | 139.55 | |
eBay (EBAY) | 0.0 | $1.6M | 39k | 41.67 | |
Pinduoduo Sponsored Ads (PDD) | 0.0 | $1.6M | 27k | 61.79 | |
Verisk Analytics (VRSK) | 0.0 | $1.6M | 9.5k | 173.14 | |
Zoom Video Communications Cl A (ZM) | 0.0 | $1.6M | 15k | 107.95 | |
Datadog Cl A Com (DDOG) | 0.0 | $1.6M | 17k | 95.21 | |
The Original Bark Company (BARK) | 0.0 | $1.6M | 1.2M | 1.28 | |
Copart (CPRT) | 0.0 | $1.5M | 14k | 108.64 | |
Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | 24k | 63.16 | |
Futu Holdings Spon Ads Cl A (FUTU) | 0.0 | $1.5M | 28k | 52.19 | |
Sirius Xm Holdings (SIRI) | 0.0 | $1.4M | 236k | 6.13 | |
Netease Sponsored Ads (NTES) | 0.0 | $1.4M | 15k | 93.34 | |
Zscaler Incorporated (ZS) | 0.0 | $1.3M | 8.5k | 149.46 | |
Ansys (ANSS) | 0.0 | $1.2M | 5.2k | 239.36 | |
ConocoPhillips (COP) | 0.0 | $1.2M | 14k | 89.83 | |
Cognex Corporation (CGNX) | 0.0 | $1.2M | 28k | 42.53 | |
Skyworks Solutions (SWKS) | 0.0 | $1.1M | 12k | 92.60 | |
Constellation Energy (CEG) | 0.0 | $1.1M | 20k | 57.24 | |
Align Technology (ALGN) | 0.0 | $1.1M | 4.7k | 236.73 | |
Vici Pptys (VICI) | 0.0 | $1.1M | 37k | 29.78 | |
Verisign (VRSN) | 0.0 | $1.1M | 6.6k | 167.40 | |
Philip Morris International (PM) | 0.0 | $1.1M | 11k | 98.71 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $1.1M | 7.4k | 143.44 | |
Fabrinet SHS (FN) | 0.0 | $1.0M | 13k | 81.09 | |
Becton, Dickinson and (BDX) | 0.0 | $1.0M | 4.1k | 246.57 | |
Truist Financial Corp equities (TFC) | 0.0 | $982k | 21k | 47.43 | |
Reliance Steel & Aluminum (RS) | 0.0 | $945k | 5.6k | 169.87 | |
Coca-cola Europacific Partners SHS (CCEP) | 0.0 | $897k | 17k | 51.60 | |
Cigna Corp (CI) | 0.0 | $883k | 3.4k | 263.58 | |
F5 Networks (FFIV) | 0.0 | $881k | 5.8k | 153.08 | |
Johnson Controls International SHS (JCI) | 0.0 | $820k | 17k | 47.87 | |
Okta Cl A (OKTA) | 0.0 | $817k | 9.0k | 90.35 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $804k | 9.6k | 83.81 | |
Wabtec Corporation (WAB) | 0.0 | $791k | 9.6k | 82.10 | |
Leidos Holdings (LDOS) | 0.0 | $783k | 7.8k | 100.75 | |
Raytheon Technologies Corp (RTX) | 0.0 | $760k | 7.9k | 96.09 | |
Americold Rlty Tr (COLD) | 0.0 | $757k | 25k | 30.04 | |
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) | 0.0 | $752k | 18k | 41.67 | |
Ishares Tr faln angls usd (FALN) | 0.0 | $750k | 30k | 24.63 | |
Dentsply Sirona (XRAY) | 0.0 | $740k | 21k | 35.74 | |
Aon Shs Cl A (AON) | 0.0 | $740k | 2.7k | 269.68 | |
Technology SPDR (XLK) | 0.0 | $739k | 5.8k | 127.19 | |
Cable One (CABO) | 0.0 | $710k | 551.00 | 1288.57 | |
Docusign (DOCU) | 0.0 | $688k | 12k | 57.37 | |
Godaddy Cl A (GDDY) | 0.0 | $663k | 9.5k | 69.57 | |
Republic Services (RSG) | 0.0 | $654k | 5.0k | 130.80 | |
Fmc Corp Com New (FMC) | 0.0 | $651k | 6.1k | 107.05 | |
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT) | 0.0 | $633k | 13k | 49.94 | |
PPG Industries (PPG) | 0.0 | $595k | 5.2k | 114.25 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.0 | $592k | 12k | 49.23 | |
FleetCor Technologies | 0.0 | $591k | 2.8k | 210.25 | |
Genpact SHS (G) | 0.0 | $586k | 14k | 42.36 | |
Globe Life (GL) | 0.0 | $579k | 5.9k | 97.54 | |
Yum China Holdings (YUMC) | 0.0 | $570k | 12k | 48.47 | |
Valero Energy Corporation (VLO) | 0.0 | $570k | 5.4k | 106.32 | |
Medtronic SHS (MDT) | 0.0 | $562k | 6.3k | 89.72 | |
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) | 0.0 | $539k | 13k | 40.79 | |
Southern Company (SO) | 0.0 | $528k | 7.4k | 71.26 | |
Lumentum Hldgs (LITE) | 0.0 | $523k | 6.6k | 79.39 | |
Ingersoll Rand (IR) | 0.0 | $521k | 12k | 42.05 | |
Zoetis Cl A (ZTS) | 0.0 | $519k | 3.0k | 171.85 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $500k | 2.5k | 196.85 | |
Coca-Cola Company (KO) | 0.0 | $492k | 7.8k | 62.94 | |
Lennar Corp Cl A (LEN) | 0.0 | $465k | 6.6k | 70.63 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $444k | 3.8k | 115.62 | |
Apollo Global Mgmt (APO) | 0.0 | $437k | 9.0k | 48.49 | |
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $434k | 7.9k | 54.99 | |
Canadian Pacific Railway | 0.0 | $433k | 6.2k | 69.79 | |
Pioneer Natural Resources | 0.0 | $404k | 1.8k | 222.96 | |
General Dynamics Corporation (GD) | 0.0 | $391k | 1.8k | 221.03 | |
Howmet Aerospace (HWM) | 0.0 | $385k | 12k | 31.48 | |
Baker Hughes Cl A (BKR) | 0.0 | $374k | 13k | 28.89 | |
Village Farms International (VFF) | 0.0 | $371k | 142k | 2.61 | |
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL) | 0.0 | $361k | 8.8k | 41.20 | |
Vulcan Materials Company (VMC) | 0.0 | $350k | 2.5k | 141.93 | |
Masco Corporation (MAS) | 0.0 | $342k | 6.8k | 50.62 | |
Altria (MO) | 0.0 | $341k | 8.2k | 41.79 | |
Te Connectivity Reg Shs (TEL) | 0.0 | $340k | 3.0k | 113.22 | |
Qiagen Nv Shs New | 0.0 | $340k | 7.2k | 47.22 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $335k | 8.4k | 40.05 | |
Coupang (CPNG) | 0.0 | $331k | 26k | 12.77 | |
Air Products & Chemicals (APD) | 0.0 | $331k | 1.4k | 240.38 | |
Store Capital Corp reit | 0.0 | $329k | 13k | 26.11 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $319k | 3.4k | 93.06 | |
Financial Select Sector SPDR (XLF) | 0.0 | $318k | 10k | 31.42 | |
Ameriprise Financial (AMP) | 0.0 | $314k | 1.3k | 237.88 | |
Celanese Corporation (CE) | 0.0 | $304k | 2.6k | 117.47 | |
L3harris Technologies (LHX) | 0.0 | $297k | 1.2k | 241.46 | |
Synchrony Financial (SYF) | 0.0 | $293k | 11k | 27.59 | |
Seagate Technology Holdings Ord Shs (STX) | 0.0 | $293k | 4.1k | 71.43 | |
American Express Company (AXP) | 0.0 | $286k | 2.1k | 138.84 | |
Axalta Coating Sys (AXTA) | 0.0 | $285k | 13k | 22.14 | |
Credicorp (BAP) | 0.0 | $284k | 2.4k | 119.93 | |
Nice Sponsored Adr (NICE) | 0.0 | $279k | 1.4k | 192.68 | |
Otis Worldwide Corp (OTIS) | 0.0 | $276k | 3.9k | 70.79 | |
Emerson Electric (EMR) | 0.0 | $261k | 3.3k | 79.62 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $258k | 8.8k | 29.31 | |
Archer Daniels Midland Company (ADM) | 0.0 | $258k | 3.3k | 77.50 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $254k | 2.4k | 105.35 | |
Hp (HPQ) | 0.0 | $251k | 7.7k | 32.81 | |
Kroger (KR) | 0.0 | $249k | 5.3k | 47.41 | |
Nucor Corporation (NUE) | 0.0 | $249k | 2.4k | 104.49 | |
Etf Ser Solutions (JETS) | 0.0 | $248k | 15k | 16.53 | |
Weyerhaeuser Company (WY) | 0.0 | $245k | 7.4k | 33.09 | |
Hartford Financial Services (HIG) | 0.0 | $244k | 3.7k | 65.42 | |
AmerisourceBergen (COR) | 0.0 | $243k | 1.7k | 141.44 | |
Marathon Oil Corporation (MRO) | 0.0 | $242k | 11k | 22.47 | |
W.R. Berkley Corporation (WRB) | 0.0 | $240k | 3.5k | 68.28 | |
NetApp (NTAP) | 0.0 | $239k | 3.7k | 65.14 | |
Apa Corporation (APA) | 0.0 | $239k | 6.8k | 34.92 | |
Packaging Corporation of America (PKG) | 0.0 | $239k | 1.7k | 137.67 | |
CF Industries Holdings (CF) | 0.0 | $239k | 2.8k | 85.60 | |
LKQ Corporation (LKQ) | 0.0 | $237k | 4.8k | 49.03 | |
Interpublic Group of Companies (IPG) | 0.0 | $236k | 8.6k | 27.48 | |
Sealed Air (SEE) | 0.0 | $235k | 4.1k | 57.74 | |
Robert Half International (RHI) | 0.0 | $235k | 3.1k | 74.89 | |
Pentair SHS (PNR) | 0.0 | $234k | 5.1k | 45.72 | |
A. O. Smith Corporation (AOS) | 0.0 | $234k | 4.3k | 54.61 | |
Bath & Body Works In (BBWI) | 0.0 | $234k | 8.7k | 26.94 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $206k | 4.0k | 51.66 | |
Global Payments (GPN) | 0.0 | $201k | 1.8k | 110.87 | |
General Motors Company (GM) | 0.0 | $200k | 6.3k | 31.83 | |
Health Care SPDR (XLV) | 0.0 | $198k | 1.5k | 128.32 | |
Inmode SHS (INMD) | 0.0 | $184k | 8.2k | 22.42 | |
Melco Resorts & Entertainment Adr (MLCO) | 0.0 | $171k | 30k | 5.75 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $130k | 576.00 | 225.69 | |
Kornit Digital SHS (KRNT) | 0.0 | $112k | 3.5k | 31.64 | |
Berkshire Hathaway Cl B New (BRK.B) | 0.0 | $95k | 348.00 | 272.99 | |
Wells Fargo & Company (WFC) | 0.0 | $94k | 2.4k | 39.30 | |
American International Group Com New (AIG) | 0.0 | $84k | 1.6k | 51.22 | |
Cme (CME) | 0.0 | $80k | 393.00 | 203.56 | |
Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $78k | 9.5k | 8.21 | |
Shopify Cl A (SHOP) | 0.0 | $77k | 2.5k | 31.43 | |
Illinois Tool Works (ITW) | 0.0 | $73k | 400.00 | 182.50 | |
Live Nation Entertainment (LYV) | 0.0 | $66k | 796.00 | 82.91 | |
Public Service Enterprise (PEG) | 0.0 | $61k | 970.00 | 62.89 | |
Fiverr International Ord Shs (FVRR) | 0.0 | $61k | 1.8k | 34.54 | |
Voya Financial (VOYA) | 0.0 | $60k | 1.0k | 60.00 | |
Trade Desk Inc/the Com Cl A (TTD) | 0.0 | $44k | 1.1k | 41.90 | |
Trane Technologies SHS (TT) | 0.0 | $35k | 273.00 | 128.21 | |
Royal Caribbean Cruises (RCL) | 0.0 | $33k | 950.00 | 34.74 | |
At&t (T) | 0.0 | $29k | 1.4k | 20.71 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $27k | 333.00 | 81.08 | |
Prologis (PLD) | 0.0 | $18k | 150.00 | 120.00 | |
Check Point Software Technologies Ord (CHKP) | 0.0 | $16k | 131.00 | 122.14 | |
Sofi Technologies (SOFI) | 0.0 | $12k | 2.2k | 5.49 | |
Energy Select Sector SPDR (XLE) | 0.0 | $8.0k | 114.00 | 70.18 | |
SPDR Gold Trust (GLD) | 0.0 | $7.0k | 41.00 | 170.73 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $3.0k | 60.00 | 50.00 | |
Snap Inc cl a (SNAP) | 0.0 | $1.0k | 64.00 | 15.62 |