Keel Point

Keel Point as of June 30, 2023

Portfolio Holdings for Keel Point

Keel Point holds 315 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.5 $87M 213k 407.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.5 $71M 161k 443.28
Ishares Tr Rus 1000 Etf (IWB) 4.2 $32M 129k 243.74
Ishares Tr Msci Eafe Etf (EFA) 4.0 $30M 413k 72.50
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.8 $29M 551k 52.11
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $29M 291k 97.95
Ishares Tr Rus 1000 Val Etf (IWD) 2.4 $18M 114k 157.83
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.3 $18M 153k 115.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $17M 373k 46.18
Microsoft Corporation (MSFT) 1.9 $14M 42k 340.54
Apple (AAPL) 1.6 $12M 63k 193.97
Spdr Gold Tr Gold Shs (GLD) 1.5 $11M 64k 178.27
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $10M 255k 39.56
Ishares Tr Msci Acwi Etf (ACWI) 1.3 $9.9M 103k 95.94
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $9.6M 89k 108.14
Vanguard World Mega Cap Index (MGC) 1.3 $9.5M 61k 156.46
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $8.7M 32k 275.18
Alphabet Cap Stk Cl A (GOOGL) 0.9 $6.8M 57k 119.70
Southern Company (SO) 0.8 $6.3M 89k 70.25
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $6.2M 12.00 517810.00
Accenture Plc Ireland Shs Class A (ACN) 0.8 $5.9M 19k 308.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $5.8M 56k 102.94
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.7 $5.3M 159k 33.43
Visa Com Cl A (V) 0.7 $5.2M 22k 237.48
Select Sector Spdr Tr Technology (XLK) 0.7 $5.1M 29k 173.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $5.1M 63k 81.08
Johnson & Johnson (JNJ) 0.6 $4.8M 29k 165.52
Merck & Co (MRK) 0.6 $4.5M 39k 115.39
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $4.3M 45k 96.60
Qualcomm (QCOM) 0.6 $4.3M 36k 119.04
Sherwin-Williams Company (SHW) 0.6 $4.2M 16k 265.52
Roper Industries (ROP) 0.5 $4.1M 8.5k 480.78
Amazon (AMZN) 0.5 $4.1M 31k 130.36
Wal-Mart Stores (WMT) 0.5 $4.0M 26k 157.18
Bandwidth Com Cl A (BAND) 0.5 $4.0M 293k 13.68
Stryker Corporation (SYK) 0.5 $4.0M 13k 305.09
FedEx Corporation (FDX) 0.5 $4.0M 16k 247.90
Amphenol Corp Cl A (APH) 0.5 $3.9M 46k 84.95
Fastenal Company (FAST) 0.5 $3.9M 66k 58.99
Fiserv (FI) 0.5 $3.9M 31k 126.15
Illinois Tool Works (ITW) 0.5 $3.9M 16k 250.16
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $3.8M 65k 58.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $3.8M 17k 220.28
Thermo Fisher Scientific (TMO) 0.5 $3.7M 7.2k 521.72
Expeditors International of Washington (EXPD) 0.5 $3.7M 31k 121.13
Danaher Corporation (DHR) 0.5 $3.7M 15k 240.00
Intercontinental Exchange (ICE) 0.5 $3.7M 33k 113.08
Church & Dwight (CHD) 0.5 $3.6M 36k 100.23
Walt Disney Company (DIS) 0.5 $3.5M 39k 89.28
CVS Caremark Corporation (CVS) 0.4 $3.4M 49k 69.13
Zebra Technologies Corporati Cl A (ZBRA) 0.4 $3.4M 11k 295.83
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $3.4M 67k 50.14
Select Sector Spdr Tr Financial (XLF) 0.4 $3.3M 99k 33.71
Check Point Software Tech Lt Ord (CHKP) 0.4 $3.1M 25k 125.62
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.9M 16k 187.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $2.8M 49k 58.66
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $2.8M 19k 148.83
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.4 $2.7M 45k 61.26
NVIDIA Corporation (NVDA) 0.4 $2.7M 6.4k 423.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.6M 7.1k 369.42
Tesla Motors (TSLA) 0.3 $2.5M 9.5k 261.78
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.3 $2.4M 104k 23.09
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.3 $2.3M 71k 32.89
Home Depot (HD) 0.3 $2.3M 7.3k 310.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.2M 8.5k 261.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.2M 6.4k 340.99
Vanguard Index Fds Value Etf (VTV) 0.3 $2.1M 15k 142.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $2.1M 43k 48.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $2.0M 29k 67.09
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.3 $1.9M 68k 27.80
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.3 $1.9M 37k 51.54
International Business Machines (IBM) 0.2 $1.9M 14k 133.81
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $1.9M 27k 69.72
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.9M 9.1k 205.77
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.8M 37k 50.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.8M 14k 134.87
Meta Platforms Cl A (META) 0.2 $1.8M 6.3k 286.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.8M 50k 35.65
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.7M 74k 22.90
Ishares Silver Tr Ishares (SLV) 0.2 $1.7M 81k 20.89
UnitedHealth (UNH) 0.2 $1.7M 3.4k 480.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.6M 36k 46.39
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.6M 19k 83.56
Servisfirst Bancshares (SFBS) 0.2 $1.6M 39k 40.92
Norfolk Southern (NSC) 0.2 $1.4M 6.4k 226.75
JPMorgan Chase & Co. (JPM) 0.2 $1.4M 9.7k 145.45
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.4M 15k 96.63
Take-Two Interactive Software (TTWO) 0.2 $1.4M 9.4k 147.16
Mastercard Incorporated Cl A (MA) 0.2 $1.3M 3.4k 393.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.3M 32k 40.68
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $1.3M 4.6k 280.27
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 11k 120.97
Procter & Gamble Company (PG) 0.2 $1.3M 8.5k 151.74
Exxon Mobil Corporation (XOM) 0.2 $1.2M 11k 107.25
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $1.2M 48k 25.45
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $1.2M 50k 24.17
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 24k 49.29
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $1.2M 42k 28.29
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $1.2M 57k 20.57
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 5.8k 198.90
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.1M 9.9k 107.62
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.1M 11k 95.41
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $1.1M 13k 83.65
Cisco Systems (CSCO) 0.1 $1.1M 20k 51.74
Coca-Cola Company (KO) 0.1 $1.0M 17k 60.22
Ishares Tr Msci India Etf (INDA) 0.1 $1.0M 24k 43.70
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.0M 9.4k 107.13
Adobe Systems Incorporated (ADBE) 0.1 $974k 2.0k 488.99
Chevron Corporation (CVX) 0.1 $959k 6.1k 157.36
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $959k 48k 20.13
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $940k 14k 65.44
Eli Lilly & Co. (LLY) 0.1 $929k 2.0k 469.05
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.1 $897k 28k 32.13
Lowe's Companies (LOW) 0.1 $894k 4.0k 225.67
Broadcom (AVGO) 0.1 $874k 1.0k 867.80
United Cmnty Bks Ga Cap Stk (UCBI) 0.1 $870k 35k 24.99
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $856k 28k 30.51
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $856k 9.9k 86.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $850k 8.8k 96.98
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $847k 8.4k 100.92
Ishares Tr National Mun Etf (MUB) 0.1 $841k 7.9k 106.73
Global X Fds Lithium Btry Etf (LIT) 0.1 $794k 12k 65.02
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.1 $768k 36k 21.17
Pepsi (PEP) 0.1 $765k 4.1k 185.20
McDonald's Corporation (MCD) 0.1 $758k 2.5k 298.45
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $737k 6.7k 109.84
Abbott Laboratories (ABT) 0.1 $729k 6.7k 109.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $728k 5.5k 132.72
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $725k 16k 46.91
Linde SHS (LIN) 0.1 $708k 1.9k 380.94
Costco Wholesale Corporation (COST) 0.1 $697k 1.3k 538.25
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $696k 7.0k 99.65
Caterpillar (CAT) 0.1 $693k 2.8k 246.07
Select Sector Spdr Tr Energy (XLE) 0.1 $675k 8.3k 81.17
Asml Holding N V N Y Registry Shs (ASML) 0.1 $665k 917.00 724.85
Abbvie (ABBV) 0.1 $654k 4.9k 134.73
Netflix (NFLX) 0.1 $654k 1.5k 440.49
J P Morgan Exchange Traded F Betabuilders Dev (BBAX) 0.1 $653k 14k 47.83
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $651k 13k 51.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $642k 1.4k 445.64
Ishares Tr Us Aer Def Etf (ITA) 0.1 $633k 5.4k 116.68
Sprott Physical Gold Tr Unit (PHYS) 0.1 $629k 42k 14.92
Ishares Tr Select Divid Etf (DVY) 0.1 $628k 5.5k 113.30
Nextera Energy (NEE) 0.1 $628k 8.5k 74.20
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $624k 21k 29.90
Union Pacific Corporation (UNP) 0.1 $600k 2.9k 204.60
Ishares Tr Short Treas Bd (SHV) 0.1 $592k 5.4k 110.45
Oracle Corporation (ORCL) 0.1 $591k 5.0k 119.09
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $579k 11k 50.82
Bank of America Corporation (BAC) 0.1 $558k 19k 28.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $557k 2.4k 229.73
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $555k 7.5k 74.33
salesforce (CRM) 0.1 $550k 2.6k 211.26
First Tr Exchange-traded A Mid Cap Val Fd (FNK) 0.1 $549k 12k 45.70
Ark Etf Tr Innovation Etf (ARKK) 0.1 $546k 12k 44.14
Intuit (INTU) 0.1 $541k 1.2k 458.21
Texas Instruments Incorporated (TXN) 0.1 $538k 3.0k 180.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $529k 7.1k 74.95
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $527k 19k 27.15
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $526k 11k 49.16
Newmont Mining Corporation (NEM) 0.1 $526k 12k 42.66
Honeywell International (HON) 0.1 $523k 2.5k 207.53
Verizon Communications (VZ) 0.1 $520k 14k 37.19
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $520k 3.1k 169.84
Novo-nordisk A S Adr (NVO) 0.1 $516k 3.2k 161.85
Ishares Msci Switzerland (EWL) 0.1 $492k 11k 46.21
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $485k 6.4k 75.62
Starbucks Corporation (SBUX) 0.1 $479k 4.8k 99.06
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $469k 3.0k 158.57
Ishares Tr Mbs Etf (MBB) 0.1 $467k 5.0k 93.26
Hca Holdings (HCA) 0.1 $466k 1.5k 303.50
United Sts Oil Units (USO) 0.1 $461k 7.2k 63.55
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $459k 2.8k 162.45
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $455k 11k 39.74
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $452k 18k 25.09
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $451k 9.9k 45.42
Lockheed Martin Corporation (LMT) 0.1 $451k 979.00 460.45
Ishares Msci Eurzone Etf (EZU) 0.1 $449k 9.8k 45.82
Ishares Esg Awr Msci Em (ESGE) 0.1 $446k 14k 31.63
Advanced Micro Devices (AMD) 0.1 $445k 3.9k 113.92
Applied Materials (AMAT) 0.1 $445k 3.1k 144.53
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $439k 865.00 507.08
Eaton Corp SHS (ETN) 0.1 $436k 2.2k 201.13
Ishares Msci Mexico Etf (EWW) 0.1 $436k 7.0k 62.18
Northrop Grumman Corporation (NOC) 0.1 $435k 955.00 455.92
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $435k 4.1k 106.30
Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $434k 2.0k 221.28
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.1 $434k 10k 43.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $431k 8.6k 50.22
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.1 $422k 13k 33.43
Astrazeneca Sponsored Adr (AZN) 0.1 $420k 5.9k 71.57
Amgen (AMGN) 0.1 $418k 1.9k 222.04
Intuitive Surgical Com New (ISRG) 0.1 $417k 1.2k 341.94
At&t (T) 0.1 $413k 26k 15.95
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $405k 2.7k 152.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $404k 2.4k 165.38
Cigna Corp (CI) 0.1 $401k 1.4k 280.63
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $398k 6.9k 57.56
Nike CL B (NKE) 0.1 $397k 3.6k 110.36
Global X Fds Global X Copper (COPX) 0.1 $392k 10k 37.65
Booking Holdings (BKNG) 0.1 $389k 144.00 2700.33
United Parcel Service CL B (UPS) 0.1 $388k 2.2k 179.25
Ishares Tr Russell 3000 Etf (IWV) 0.1 $381k 1.5k 254.50
Medtronic SHS (MDT) 0.1 $380k 4.3k 88.10
Sony Group Corporation Sponsored Adr (SONY) 0.1 $379k 4.2k 90.04
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $377k 7.7k 49.22
Anthem (ELV) 0.0 $376k 846.00 444.35
Dycom Industries (DY) 0.0 $375k 3.3k 113.64
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $375k 8.0k 46.95
Raytheon Technologies Corp (RTX) 0.0 $375k 3.8k 97.97
S&p Global (SPGI) 0.0 $375k 934.00 401.08
Ishares Msci Emrg Chn (EMXC) 0.0 $373k 7.2k 51.98
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.0 $373k 16k 22.91
Analog Devices (ADI) 0.0 $373k 1.9k 194.80
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $373k 15k 24.62
Ross Stores (ROST) 0.0 $367k 3.3k 112.12
Sap Se Spon Adr (SAP) 0.0 $366k 2.7k 136.82
Rockwell Automation (ROK) 0.0 $366k 1.1k 329.54
General Electric Com New (GE) 0.0 $362k 3.3k 109.86
Zoetis Cl A (ZTS) 0.0 $359k 2.1k 172.25
Ishares Tr Ibonds Dec23 Etf 0.0 $355k 14k 25.29
Boeing Company (BA) 0.0 $351k 1.7k 211.16
Prologis (PLD) 0.0 $350k 2.9k 122.64
Comcast Corp Cl A (CMCSA) 0.0 $350k 8.4k 41.55
Wells Fargo & Company (WFC) 0.0 $349k 8.2k 42.68
Waste Management (WM) 0.0 $349k 2.0k 173.43
United Rentals (URI) 0.0 $345k 775.00 445.37
TJX Companies (TJX) 0.0 $344k 4.1k 84.80
BlackRock (BLK) 0.0 $344k 497.00 691.67
AFLAC Incorporated (AFL) 0.0 $343k 4.9k 69.80
Ameriprise Financial (AMP) 0.0 $342k 1.0k 332.16
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $337k 10k 33.19
Invesco Actively Managed Etf Total Return (GTO) 0.0 $334k 7.2k 46.46
Truist Financial Corp equities (TFC) 0.0 $334k 11k 30.35
Baker Hughes Company Cl A (BKR) 0.0 $333k 11k 31.61
Pfizer (PFE) 0.0 $333k 9.1k 36.68
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $331k 748.00 442.00
Servicenow (NOW) 0.0 $330k 588.00 561.97
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $329k 4.4k 74.18
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.0 $325k 5.7k 57.60
Global Payments (GPN) 0.0 $325k 3.3k 98.51
Deere & Company (DE) 0.0 $323k 798.00 405.00
Parker-Hannifin Corporation (PH) 0.0 $322k 826.00 390.21
American Centy Etf Tr International Lr (AVIV) 0.0 $317k 6.5k 48.63
Charles Schwab Corporation (SCHW) 0.0 $317k 5.6k 56.68
Lam Research Corporation (LRCX) 0.0 $313k 487.00 642.22
Target Corporation (TGT) 0.0 $305k 2.3k 131.87
American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $297k 7.2k 41.35
Automatic Data Processing (ADP) 0.0 $297k 1.4k 219.76
Entergy Corporation (ETR) 0.0 $294k 3.0k 97.38
Edwards Lifesciences (EW) 0.0 $293k 3.1k 94.33
Goldman Sachs (GS) 0.0 $292k 906.00 322.42
Dollar Tree (DLTR) 0.0 $286k 2.0k 143.50
ConocoPhillips (COP) 0.0 $285k 2.7k 103.60
American Express Company (AXP) 0.0 $283k 1.6k 174.17
Ishares Msci Brazil Etf (EWZ) 0.0 $279k 8.6k 32.43
Williams Companies (WMB) 0.0 $277k 8.5k 32.63
Bristol Myers Squibb (BMY) 0.0 $276k 4.3k 63.95
Diageo Spon Adr New (DEO) 0.0 $275k 1.6k 173.49
Novartis Sponsored Adr (NVS) 0.0 $271k 2.7k 100.92
Microchip Technology (MCHP) 0.0 $270k 3.0k 89.60
Blackstone Group Inc Com Cl A (BX) 0.0 $269k 2.9k 92.99
Vanguard Index Fds Growth Etf (VUG) 0.0 $267k 945.00 282.96
Morgan Stanley Com New (MS) 0.0 $267k 3.1k 85.40
Uber Technologies (UBER) 0.0 $264k 6.1k 43.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $256k 2.3k 110.47
American Tower Reit (AMT) 0.0 $254k 1.3k 193.89
Mondelez Intl Cl A (MDLZ) 0.0 $253k 3.5k 72.93
IDEXX Laboratories (IDXX) 0.0 $252k 502.00 502.23
Allstate Corporation (ALL) 0.0 $251k 2.3k 109.03
Shell Spon Ads (SHEL) 0.0 $250k 4.1k 60.38
Boston Scientific Corporation (BSX) 0.0 $248k 4.6k 54.09
Chubb (CB) 0.0 $248k 1.3k 192.63
Ford Motor Company (F) 0.0 $247k 16k 15.13
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $247k 8.0k 30.93
Independence Realty Trust In (IRT) 0.0 $246k 14k 18.22
Toyota Motor Corp Ads (TM) 0.0 $242k 1.5k 160.75
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $242k 13k 18.94
Air Products & Chemicals (APD) 0.0 $241k 806.00 299.50
Marathon Petroleum Corp (MPC) 0.0 $241k 2.1k 116.60
Trane Technologies SHS (TT) 0.0 $240k 1.3k 191.29
Aon Shs Cl A (AON) 0.0 $240k 695.00 345.36
Xcel Energy (XEL) 0.0 $239k 3.9k 62.17
HSBC HLDGS Spon Adr New (HSBC) 0.0 $235k 5.9k 39.62
Bhp Group Sponsored Ads (BHP) 0.0 $234k 3.9k 59.67
Autodesk (ADSK) 0.0 $232k 1.1k 204.61
Synovus Finl Corp Com New (SNV) 0.0 $232k 7.7k 30.25
Progressive Corporation (PGR) 0.0 $228k 1.7k 132.41
General Dynamics Corporation (GD) 0.0 $225k 1.0k 215.18
Activision Blizzard 0.0 $225k 2.7k 84.29
First Tr Value Line Divid In SHS (FVD) 0.0 $225k 5.6k 40.09
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $224k 5.5k 40.55
Palo Alto Networks (PANW) 0.0 $223k 872.00 255.51
Seagen 0.0 $223k 1.2k 192.46
Lennar Corp Cl A (LEN) 0.0 $222k 1.8k 125.31
Capital One Financial (COF) 0.0 $220k 2.0k 109.36
Welltower Inc Com reit (WELL) 0.0 $219k 2.7k 80.90
Rentokil Initial Sponsored Adr (RTO) 0.0 $216k 5.5k 39.01
Monster Beverage Corp (MNST) 0.0 $214k 3.7k 57.44
Marsh & McLennan Companies (MMC) 0.0 $214k 1.1k 188.11
PNC Financial Services (PNC) 0.0 $212k 1.7k 125.94
ConAgra Foods (CAG) 0.0 $208k 6.2k 33.72
L3harris Technologies (LHX) 0.0 $208k 1.1k 195.80
General Mills (GIS) 0.0 $207k 2.7k 76.70
Ishares Tr Core Msci Eafe (IEFA) 0.0 $204k 3.0k 67.51
Prudential Financial (PRU) 0.0 $201k 2.3k 88.21
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $191k 26k 7.37
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $144k 19k 7.68
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $99k 12k 8.60
Banco Santander Adr (SAN) 0.0 $87k 23k 3.71
Amc Entmt Hldgs Cl A Com 0.0 $79k 18k 4.40
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $79k 26k 3.07
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $61k 28k 2.20
Bgc Partners Cl A 0.0 $54k 12k 4.43
Ambev Sa Sponsored Adr (ABEV) 0.0 $40k 13k 3.18