KCM Investment Advisors

Kcm Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Kcm Investment Advisors

Kcm Investment Advisors holds 367 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.9 $230M 919k 250.42
Select Sector Spdr Tr Technology (XLK) 5.6 $161M 693k 232.52
Microsoft Corporation (MSFT) 4.5 $131M 310k 421.50
Costco Wholesale Corporation (COST) 3.8 $110M 120k 916.27
Amazon (AMZN) 2.6 $75M 341k 219.39
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $64M 222k 289.81
Select Sector Spdr Tr Communication (XLC) 2.2 $63M 646k 96.81
Alphabet Cap Stk Cl A (GOOGL) 1.9 $54M 284k 189.30
Automatic Data Processing (ADP) 1.8 $53M 182k 292.73
Wal-Mart Stores (WMT) 1.8 $53M 585k 90.35
NVIDIA Corporation (NVDA) 1.8 $52M 385k 134.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.8 $51M 227k 224.35
Home Depot (HD) 1.8 $51M 131k 388.99
Visa Com Cl A (V) 1.7 $51M 161k 316.04
Chevron Corporation (CVX) 1.7 $48M 334k 144.84
Vanguard World Inf Tech Etf (VGT) 1.6 $45M 73k 621.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $44M 321k 137.57
JPMorgan Chase & Co. (JPM) 1.5 $43M 178k 239.71
Select Sector Spdr Tr Financial (XLF) 1.5 $43M 880k 48.33
Vanguard World Financials Etf (VFH) 1.4 $40M 342k 118.07
Vanguard World Comm Srvc Etf (VOX) 1.4 $39M 255k 154.96
Waste Management (WM) 1.4 $39M 195k 201.79
Trane Technologies SHS (TT) 1.3 $37M 101k 369.35
Procter & Gamble Company (PG) 1.2 $36M 213k 167.65
Blackstone Group Inc Com Cl A (BX) 1.2 $35M 202k 172.42
Select Sector Spdr Tr Indl (XLI) 1.2 $33M 254k 131.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $33M 419k 78.61
Johnson & Johnson (JNJ) 1.0 $30M 210k 144.62
Select Sector Spdr Tr Energy (XLE) 1.0 $30M 354k 85.66
Vanguard World Consum Dis Etf (VCR) 1.0 $30M 80k 375.38
Eli Lilly & Co. (LLY) 1.0 $29M 37k 772.00
Alphabet Cap Stk Cl C (GOOG) 1.0 $29M 150k 190.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $27M 45k 586.07
Vanguard World Health Car Etf (VHT) 0.9 $27M 105k 253.69
Nextera Energy (NEE) 0.9 $25M 354k 71.69
Amgen (AMGN) 0.8 $24M 91k 260.64
McDonald's Corporation (MCD) 0.8 $23M 80k 289.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $22M 43k 511.23
Vanguard World Industrial Etf (VIS) 0.7 $21M 84k 254.39
Caterpillar (CAT) 0.7 $20M 54k 362.76
Danaher Corporation (DHR) 0.6 $18M 80k 229.55
Ecolab (ECL) 0.6 $18M 76k 234.32
Bank of America Corporation (BAC) 0.6 $17M 389k 43.95
Broadcom (AVGO) 0.6 $17M 73k 231.84
Abbott Laboratories (ABT) 0.6 $16M 143k 113.11
United Parcel Service CL B (UPS) 0.5 $15M 116k 126.10
Abbvie (ABBV) 0.5 $14M 78k 177.70
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.5 $14M 12k 1194.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $13M 29k 453.28
Air Products & Chemicals (APD) 0.5 $13M 45k 290.04
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $13M 95k 132.10
Vanguard World Consum Stp Etf (VDC) 0.4 $12M 59k 211.38
Starbucks Corporation (SBUX) 0.4 $12M 134k 91.25
Kimberly-Clark Corporation (KMB) 0.4 $12M 93k 131.04
Verizon Communications (VZ) 0.4 $12M 297k 39.99
Crown Castle Intl (CCI) 0.4 $12M 129k 90.76
Realty Income (O) 0.4 $11M 212k 53.41
Edison International (EIX) 0.4 $11M 139k 79.84
Lowe's Companies (LOW) 0.4 $10M 41k 246.80
Kla Corp Com New (KLAC) 0.3 $10M 16k 630.12
Nike CL B (NKE) 0.3 $9.7M 129k 75.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $9.7M 109k 89.08
Accenture Plc Ireland Shs Class A (ACN) 0.3 $9.3M 27k 351.79
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $9.0M 118k 75.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $8.6M 15k 569.60
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $8.5M 102k 84.14
Charles Schwab Corporation (SCHW) 0.3 $7.7M 104k 74.01
Applied Materials (AMAT) 0.3 $7.7M 47k 162.63
Vanguard World Energy Etf (VDE) 0.3 $7.5M 62k 121.31
Labcorp Holdings Com Shs (LH) 0.3 $7.5M 33k 229.32
Vanguard World Materials Etf (VAW) 0.3 $7.4M 39k 187.84
Genuine Parts Company (GPC) 0.2 $7.2M 62k 116.76
Merck & Co (MRK) 0.2 $7.1M 72k 99.48
Ishares Tr Core S&p500 Etf (IVV) 0.2 $7.0M 12k 588.69
Tesla Motors (TSLA) 0.2 $7.0M 17k 403.84
Ishares Tr Select Divid Etf (DVY) 0.2 $6.9M 53k 131.29
Qualcomm (QCOM) 0.2 $6.8M 45k 153.62
Union Pacific Corporation (UNP) 0.2 $6.7M 30k 228.04
Clorox Company (CLX) 0.2 $6.7M 41k 162.41
Pepsi (PEP) 0.2 $6.5M 43k 152.06
S&p Global (SPGI) 0.2 $6.5M 13k 498.03
Southern Copper Corporation (SCCO) 0.2 $6.4M 70k 91.13
UnitedHealth (UNH) 0.2 $6.3M 12k 505.84
Linde SHS (LIN) 0.2 $6.3M 15k 418.67
Cintas Corporation (CTAS) 0.2 $6.2M 34k 182.70
Eaton Corp SHS (ETN) 0.2 $6.0M 18k 331.86
Vanguard World Utilities Etf (VPU) 0.2 $5.9M 36k 163.42
Colgate-Palmolive Company (CL) 0.2 $5.7M 63k 90.91
Carlisle Companies (CSL) 0.2 $5.5M 15k 368.84
Public Service Enterprise (PEG) 0.2 $5.5M 65k 84.49
Cisco Systems (CSCO) 0.2 $5.5M 93k 59.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $5.5M 201k 27.32
Ross Stores (ROST) 0.2 $5.3M 35k 151.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $5.3M 233k 22.70
General Dynamics Corporation (GD) 0.2 $5.3M 20k 263.49
Travelers Companies (TRV) 0.2 $5.1M 21k 240.89
Vertiv Holdings Com Cl A (VRT) 0.2 $5.0M 44k 113.61
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.2 $4.9M 51k 97.46
L3harris Technologies (LHX) 0.2 $4.8M 23k 210.28
Vanguard Index Fds Growth Etf (VUG) 0.2 $4.6M 11k 410.45
Chubb (CB) 0.2 $4.6M 17k 276.30
Walt Disney Company (DIS) 0.2 $4.5M 41k 111.35
salesforce (CRM) 0.2 $4.5M 14k 334.32
Deere & Company (DE) 0.2 $4.4M 11k 423.69
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $4.4M 185k 23.84
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $4.1M 101k 40.67
Meta Platforms Cl A (META) 0.1 $4.1M 6.9k 585.51
Adobe Systems Incorporated (ADBE) 0.1 $4.0M 9.0k 444.68
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $4.0M 344k 11.53
Exxon Mobil Corporation (XOM) 0.1 $4.0M 37k 107.57
Zimmer Holdings (ZBH) 0.1 $3.9M 37k 105.63
Goldman Sachs (GS) 0.1 $3.8M 6.6k 572.65
AutoZone (AZO) 0.1 $3.8M 1.2k 3202.00
Fortinet (FTNT) 0.1 $3.7M 40k 94.48
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $3.6M 19k 195.83
Lululemon Athletica (LULU) 0.1 $3.6M 9.3k 382.41
Pfizer (PFE) 0.1 $3.6M 134k 26.53
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.5M 13k 264.13
Honeywell International (HON) 0.1 $3.5M 16k 225.89
Metropcs Communications (TMUS) 0.1 $3.5M 16k 220.73
American Express Company (AXP) 0.1 $3.5M 12k 296.79
Thermo Fisher Scientific (TMO) 0.1 $3.4M 6.6k 520.23
Oracle Corporation (ORCL) 0.1 $3.4M 20k 166.64
Coca-Cola Company (KO) 0.1 $3.2M 52k 62.26
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $3.2M 64k 49.96
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.1 $3.1M 38k 80.00
Wells Fargo & Company (WFC) 0.1 $3.0M 43k 70.24
Roper Industries (ROP) 0.1 $3.0M 5.7k 519.85
Morgan Stanley Com New (MS) 0.1 $2.9M 23k 125.72
PPL Corporation (PPL) 0.1 $2.9M 88k 32.46
3M Company (MMM) 0.1 $2.8M 22k 129.09
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $2.8M 2.3k 1219.25
Corcept Therapeutics Incorporated (CORT) 0.1 $2.8M 55k 50.39
Ishares Tr Us Regnl Bks Etf (IAT) 0.1 $2.7M 54k 50.36
Ishares Tr Ishares Biotech (IBB) 0.1 $2.7M 20k 132.21
Mccormick & Co Com Non Vtg (MKC) 0.1 $2.6M 34k 76.24
Southern Company (SO) 0.1 $2.6M 31k 82.32
Ishares Tr Core Div Grwth (DGRO) 0.1 $2.5M 42k 61.34
Us Bancorp Del Com New (USB) 0.1 $2.5M 53k 47.83
Sempra Energy (SRE) 0.1 $2.5M 29k 87.72
Lockheed Martin Corporation (LMT) 0.1 $2.5M 5.2k 485.90
Blackrock (BLK) 0.1 $2.5M 2.4k 1025.27
Illinois Tool Works (ITW) 0.1 $2.5M 9.7k 253.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.5M 39k 62.31
Freeport-mcmoran CL B (FCX) 0.1 $2.4M 64k 38.08
Allstate Corporation (ALL) 0.1 $2.4M 12k 192.79
Prologis (PLD) 0.1 $2.3M 22k 105.70
Iron Mountain (IRM) 0.1 $2.2M 21k 105.11
O'reilly Automotive (ORLY) 0.1 $2.1M 1.8k 1185.80
Omni (OMC) 0.1 $2.1M 24k 86.04
Marriott Intl Cl A (MAR) 0.1 $2.1M 7.5k 278.92
Intuitive Surgical Com New (ISRG) 0.1 $2.1M 4.0k 521.96
Corning Incorporated (GLW) 0.1 $2.1M 43k 47.52
Mastercard Incorporated Cl A (MA) 0.1 $2.0M 3.8k 526.59
International Business Machines (IBM) 0.1 $2.0M 8.9k 219.83
Booking Holdings (BKNG) 0.1 $2.0M 394.00 4969.70
Cardinal Health (CAH) 0.1 $1.9M 16k 118.27
Anthem (ELV) 0.1 $1.9M 5.3k 368.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.9M 4.8k 401.59
Wec Energy Group (WEC) 0.1 $1.9M 20k 94.04
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.9M 6.6k 288.84
Johnson Ctls Intl SHS (JCI) 0.1 $1.9M 24k 78.93
Sherwin-Williams Company (SHW) 0.1 $1.9M 5.5k 339.95
FedEx Corporation (FDX) 0.1 $1.9M 6.6k 281.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.8M 66k 27.71
Target Corporation (TGT) 0.1 $1.8M 13k 135.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.8M 14k 127.59
Emerson Electric (EMR) 0.1 $1.7M 14k 123.93
Unilever Spon Adr New (UL) 0.1 $1.7M 31k 56.70
Raytheon Technologies Corp (RTX) 0.1 $1.7M 15k 115.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.7M 8.6k 197.49
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.7M 7.6k 220.96
Parker-Hannifin Corporation (PH) 0.1 $1.7M 2.6k 636.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.6M 9.2k 178.08
Te Connectivity Ord Shs (TEL) 0.1 $1.6M 11k 142.97
Nextera Energy Unit 09/01/2025 0.1 $1.6M 39k 40.92
American Tower Reit (AMT) 0.1 $1.6M 8.6k 183.41
Cadence Design Systems (CDNS) 0.1 $1.5M 5.1k 300.46
Williams Companies (WMB) 0.1 $1.5M 28k 54.12
Boeing Company (BA) 0.1 $1.5M 8.4k 176.99
Kroger (KR) 0.1 $1.5M 24k 61.15
Lennar Corp Cl A (LEN) 0.1 $1.5M 11k 136.37
Marathon Petroleum Corp (MPC) 0.0 $1.4M 10k 139.50
Carrier Global Corporation (CARR) 0.0 $1.4M 21k 68.26
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $1.4M 3.3k 425.50
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $1.3M 17k 77.79
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.3M 11k 117.50
Ishares Tr U.s. Finls Etf (IYF) 0.0 $1.3M 12k 110.58
Jacobs Engineering Group (J) 0.0 $1.2M 9.3k 133.62
Bristol Myers Squibb (BMY) 0.0 $1.2M 22k 56.56
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.2M 4.9k 240.28
ConocoPhillips (COP) 0.0 $1.2M 12k 99.17
Medtronic SHS (MDT) 0.0 $1.1M 14k 79.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $1.1M 23k 47.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.1M 6.4k 175.22
At&t (T) 0.0 $1.1M 49k 22.77
Ishares Tr Expanded Tech (IGV) 0.0 $1.1M 11k 100.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.1M 46k 23.18
Atlassian Corporation Cl A (TEAM) 0.0 $1.0M 4.3k 243.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.0M 1.9k 538.83
Verisk Analytics (VRSK) 0.0 $1.0M 3.7k 275.43
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $1.0M 43k 23.68
Ishares Tr Global 100 Etf (IOO) 0.0 $1.0M 10k 100.77
Nucor Corporation (NUE) 0.0 $1.0M 8.6k 116.70
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $999k 5.0k 201.83
Stanley Black & Decker (SWK) 0.0 $987k 12k 80.29
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $971k 4.0k 242.17
Servicenow (NOW) 0.0 $939k 886.00 1060.12
Novartis Sponsored Adr (NVS) 0.0 $939k 9.6k 97.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $928k 33k 27.87
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $927k 47k 19.59
Xylem (XYL) 0.0 $862k 7.4k 116.02
Comcast Corp Cl A (CMCSA) 0.0 $837k 22k 37.53
Enterprise Products Partners (EPD) 0.0 $836k 27k 31.36
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.0 $822k 9.6k 85.32
Gilead Sciences (GILD) 0.0 $821k 8.9k 92.37
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $813k 26k 31.44
SYSCO Corporation (SYY) 0.0 $809k 11k 76.46
Boston Scientific Corporation (BSX) 0.0 $809k 9.1k 89.32
Kkr & Co (KKR) 0.0 $799k 5.4k 147.91
Duke Energy Corp Com New (DUK) 0.0 $795k 7.4k 107.74
Ishares Gold Tr Ishares New (IAU) 0.0 $788k 16k 49.51
Ge Aerospace Com New (GE) 0.0 $785k 4.7k 166.79
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $785k 3.6k 215.49
Constellation Brands Cl A (STZ) 0.0 $783k 3.5k 221.00
Albemarle Corporation (ALB) 0.0 $770k 8.9k 86.08
Agilent Technologies Inc C ommon (A) 0.0 $763k 5.7k 134.34
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $758k 10k 76.06
Cummins (CMI) 0.0 $749k 2.2k 348.57
CVS Caremark Corporation (CVS) 0.0 $744k 17k 44.89
McKesson Corporation (MCK) 0.0 $706k 1.2k 569.91
Texas Instruments Incorporated (TXN) 0.0 $702k 3.7k 187.50
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $693k 6.0k 115.18
Valero Energy Corporation (VLO) 0.0 $674k 5.5k 122.59
Digital Realty Trust (DLR) 0.0 $673k 3.8k 177.33
Mondelez Intl Cl A (MDLZ) 0.0 $657k 11k 59.73
Jabil Circuit (JBL) 0.0 $651k 4.5k 143.90
Stryker Corporation (SYK) 0.0 $647k 1.8k 360.08
Spdr Gold Tr Gold Shs (GLD) 0.0 $625k 2.6k 242.13
American Electric Power Company (AEP) 0.0 $622k 6.7k 92.24
Netflix (NFLX) 0.0 $622k 698.00 891.32
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $614k 12k 53.05
Veeva Sys Cl A Com (VEEV) 0.0 $613k 2.9k 210.25
AFLAC Incorporated (AFL) 0.0 $593k 5.7k 103.43
Cigna Corp (CI) 0.0 $574k 2.1k 276.14
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $574k 3.1k 184.88
Intel Corporation (INTC) 0.0 $573k 29k 20.05
TJX Companies (TJX) 0.0 $560k 4.6k 120.80
Vanguard Index Fds Large Cap Etf (VV) 0.0 $545k 2.0k 269.77
Citigroup Com New (C) 0.0 $541k 7.7k 70.39
Phillips 66 (PSX) 0.0 $539k 4.7k 113.92
Philip Morris International (PM) 0.0 $538k 4.5k 120.34
Hubbell (HUBB) 0.0 $528k 1.3k 418.89
Becton, Dickinson and (BDX) 0.0 $514k 2.3k 226.89
Nordstrom 0.0 $514k 21k 24.15
Coinbase Global Com Cl A (COIN) 0.0 $507k 2.0k 248.30
Xcel Energy (XEL) 0.0 $500k 7.4k 67.52
Altria (MO) 0.0 $483k 9.2k 52.29
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $478k 4.3k 111.95
Oneok (OKE) 0.0 $476k 4.7k 100.41
Kinder Morgan (KMI) 0.0 $472k 17k 27.40
Ge Vernova (GEV) 0.0 $467k 1.4k 328.93
Intuit (INTU) 0.0 $464k 739.00 628.19
Fiserv (FI) 0.0 $464k 2.3k 205.42
Biogen Idec (BIIB) 0.0 $450k 2.9k 152.92
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $443k 7.5k 58.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $442k 7.6k 58.35
Dick's Sporting Goods (DKS) 0.0 $438k 1.9k 228.84
General Mills (GIS) 0.0 $434k 6.8k 63.77
Public Storage (PSA) 0.0 $429k 1.4k 299.44
Dover Corporation (DOV) 0.0 $429k 2.3k 187.60
4068594 Enphase Energy (ENPH) 0.0 $427k 6.2k 68.68
Paychex (PAYX) 0.0 $411k 2.9k 140.22
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $411k 3.6k 115.22
Spdr Ser Tr Aerospace Def (XAR) 0.0 $410k 2.5k 165.82
First Solar (FSLR) 0.0 $402k 2.3k 176.24
Ingersoll Rand (IR) 0.0 $402k 4.4k 90.46
Newmont Mining Corporation (NEM) 0.0 $400k 11k 37.22
Masimo Corporation (MASI) 0.0 $399k 2.4k 165.30
Progressive Corporation (PGR) 0.0 $393k 1.6k 239.61
Norfolk Southern (NSC) 0.0 $391k 1.7k 234.71
Interpublic Group of Companies (IPG) 0.0 $386k 14k 28.02
Mp Materials Corp Com Cl A (MP) 0.0 $383k 25k 15.60
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $382k 2.0k 190.88
Arm Holdings Sponsored Ads (ARM) 0.0 $378k 3.1k 123.36
Shell Spon Ads (SHEL) 0.0 $371k 5.9k 62.65
Keysight Technologies (KEYS) 0.0 $370k 2.3k 160.63
Evergy (EVRG) 0.0 $366k 5.9k 61.55
Essex Property Trust (ESS) 0.0 $365k 1.3k 285.44
Workday Cl A (WDAY) 0.0 $362k 1.4k 258.03
Wheaton Precious Metals Corp (WPM) 0.0 $359k 6.4k 56.24
PNC Financial Services (PNC) 0.0 $353k 1.8k 192.85
Fastenal Company (FAST) 0.0 $349k 4.9k 71.91
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $347k 4.7k 74.49
Eversource Energy (ES) 0.0 $344k 6.0k 57.43
Enbridge (ENB) 0.0 $338k 8.0k 42.43
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $336k 8.3k 40.44
Astrazeneca Sponsored Adr (AZN) 0.0 $335k 5.1k 65.52
Monday SHS (MNDY) 0.0 $332k 1.4k 235.44
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $331k 6.9k 47.99
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $330k 4.4k 74.27
Ishares Tr Rus 1000 Etf (IWB) 0.0 $329k 1.0k 322.16
Occidental Petroleum Corporation (OXY) 0.0 $327k 6.6k 49.41
Synopsys (SNPS) 0.0 $323k 665.00 485.35
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $321k 5.1k 63.47
Advanced Micro Devices (AMD) 0.0 $312k 2.6k 120.79
Archer Daniels Midland Company (ADM) 0.0 $308k 6.1k 50.52
Arthur J. Gallagher & Co. (AJG) 0.0 $307k 1.1k 283.85
FactSet Research Systems (FDS) 0.0 $307k 639.00 480.28
Consolidated Edison (ED) 0.0 $304k 3.4k 89.22
Edwards Lifesciences (EW) 0.0 $304k 4.1k 74.03
Ford Motor Company (F) 0.0 $302k 31k 9.90
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $296k 3.3k 90.93
Zscaler Incorporated (ZS) 0.0 $291k 1.6k 180.41
Toronto Dominion Bk Ont Com New (TD) 0.0 $291k 5.5k 53.24
Datadog Cl A Com (DDOG) 0.0 $286k 2.0k 142.89
Ishares Tr Us Industrials (IYJ) 0.0 $285k 2.1k 133.52
Ishares Tr Us Trsprtion (IYT) 0.0 $283k 4.2k 67.57
Nxp Semiconductors N V (NXPI) 0.0 $279k 1.3k 207.85
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $276k 4.6k 60.35
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $275k 9.7k 28.31
Ameriprise Financial (AMP) 0.0 $274k 514.00 532.43
Paccar (PCAR) 0.0 $273k 2.6k 104.02
Monolithic Power Systems (MPWR) 0.0 $270k 457.00 591.70
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $268k 3.0k 88.79
Ishares Tr Msci Eafe Etf (EFA) 0.0 $266k 3.5k 75.61
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $265k 3.9k 68.67
State Street Corporation (STT) 0.0 $260k 2.7k 98.13
American Water Works (AWK) 0.0 $256k 2.1k 124.49
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $252k 2.9k 86.28
Bank of Marin Ban (BMRC) 0.0 $245k 10k 23.77
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $244k 3.7k 65.80
PPG Industries (PPG) 0.0 $240k 2.0k 119.45
CSX Corporation (CSX) 0.0 $240k 7.4k 32.27
Ishares Tr Global Tech Etf (IXN) 0.0 $236k 2.8k 84.75
Dow (DOW) 0.0 $235k 5.9k 40.13
Otis Worldwide Corp (OTIS) 0.0 $235k 2.5k 92.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $232k 1.3k 185.13
Global X Fds S&p 500 Covered (XYLD) 0.0 $232k 5.5k 41.90
Celanese Corporation (CE) 0.0 $227k 3.3k 69.21
The Trade Desk Com Cl A (TTD) 0.0 $227k 1.9k 117.53
Canadian Natl Ry (CNI) 0.0 $225k 2.2k 101.51
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $224k 3.8k 58.27
Bank of New York Mellon Corporation (BK) 0.0 $222k 2.9k 76.83
Check Point Software Tech Lt Ord (CHKP) 0.0 $222k 1.2k 186.70
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $222k 8.9k 25.05
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $222k 7.9k 28.15
General Motors Company (GM) 0.0 $221k 4.1k 53.27
Aon Shs Cl A (AON) 0.0 $219k 609.00 359.16
Hp (HPQ) 0.0 $217k 6.6k 32.63
Cheniere Energy Com New (LNG) 0.0 $213k 993.00 214.87
Discover Financial Services 0.0 $212k 1.2k 173.23
Toyota Motor Corp Ads (TM) 0.0 $211k 1.1k 194.61
Palo Alto Networks (PANW) 0.0 $209k 1.2k 181.96
Vanguard World Mega Grwth Ind (MGK) 0.0 $209k 609.00 343.41
Shopify Cl A (SHOP) 0.0 $208k 2.0k 106.33
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $207k 3.2k 65.35
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $205k 2.3k 89.76
Ishares Tr Europe Etf (IEV) 0.0 $201k 3.9k 52.06
Selectquote Ord (SLQT) 0.0 $177k 48k 3.72
Barrick Gold Corp (GOLD) 0.0 $160k 10k 15.50
Cleveland-cliffs (CLF) 0.0 $156k 17k 9.40
Zynex (ZYXI) 0.0 $138k 17k 8.01
Nordic American Tanker Shippin (NAT) 0.0 $64k 26k 2.50
Cemex Sab De Cv Spon Adr New (CX) 0.0 $57k 10k 5.64
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $47k 10k 4.69
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $42k 15k 2.88