Legacy Financial Advisors

Legacy Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 286 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 9.7 $51M 720k 70.28
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 8.8 $46M 584k 78.03
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 4.8 $25M 234k 105.23
Wisdomtree International Equity Fund Etf (DWM) 3.7 $19M 367k 52.51
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 3.6 $19M 509k 36.58
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) 3.1 $16M 441k 36.99
Wisdomtree Emerging Markets Ex-china Fund Etf (XC) 3.1 $16M 551k 29.56
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 3.1 $16M 230k 69.34
Apple Stock (AAPL) 2.8 $15M 75k 192.53
Microsoft Stock (MSFT) 2.3 $12M 32k 376.04
Ishares Core Dividend Growth Etf Etf (DGRO) 2.2 $12M 216k 53.82
Procter And Gamble Stock (PG) 2.2 $11M 78k 146.54
Jpmorgan Municipal Etf Etf (JMUB) 2.1 $11M 209k 50.96
Jpmorgan Chase & Co Stock (JPM) 1.3 $7.0M 41k 170.10
Ishares S&p 500 Index Etf (IVV) 1.1 $5.8M 12k 477.65
Ishares Core Msci Eafe Etf Etf (IEFA) 1.0 $5.4M 78k 70.35
Nvidia Corp Stock (NVDA) 1.0 $5.3M 11k 495.20
Amazon.com Stock (AMZN) 0.9 $4.8M 32k 151.94
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.9 $4.7M 61k 78.02
Meta Platforms Inc Cl A Stock (META) 0.7 $3.8M 11k 353.96
Vanguard Total Stk Mkt Etf (VTI) 0.7 $3.7M 16k 237.22
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.7 $3.7M 67k 55.41
Pimco Intermediate Municipal Bond Active Etf Etf (MUNI) 0.7 $3.5M 65k 52.80
Google Stock (GOOGL) 0.6 $3.4M 24k 139.69
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $3.3M 24k 140.93
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.6 $3.3M 130k 25.30
Truist Finl Corp Stock (TFC) 0.6 $3.2M 88k 36.92
Fifth Third Bancorp Stock (FITB) 0.6 $3.1M 91k 34.49
Visa Stock (V) 0.6 $3.0M 12k 260.35
Tesla Motors Stock (TSLA) 0.6 $3.0M 12k 248.48
Unitedhealth Group Stock (UNH) 0.5 $2.8M 5.3k 526.51
Home Depot Stock (HD) 0.5 $2.6M 7.5k 346.54
Exxon Mobil Corp Stock (XOM) 0.5 $2.5M 25k 99.98
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.5 $2.5M 9.0k 277.16
Fidelity Total Bond Etf Etf (FBND) 0.5 $2.4M 53k 46.04
Johnson & Johnson Stock (JNJ) 0.5 $2.4M 16k 156.74
Pnc Finl Svcs Group Stock (PNC) 0.5 $2.4M 15k 154.85
Merck & Co Stock (MRK) 0.5 $2.3M 22k 109.02
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.2M 45k 47.90
Coca Cola Stock (KO) 0.4 $2.0M 35k 58.93
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.0M 5.6k 356.67
Comcast Corp New Cl A Stock (CMCSA) 0.4 $2.0M 45k 43.85
Boeing Stock (BA) 0.4 $1.9M 7.3k 260.65
Snap On Stock (SNA) 0.4 $1.9M 6.6k 288.85
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.4 $1.9M 37k 51.05
Netflix Stock (NFLX) 0.4 $1.8M 3.8k 486.88
Chevron Corp Stock (CVX) 0.3 $1.8M 12k 149.15
Cisco Sys Stock (CSCO) 0.3 $1.7M 34k 50.52
Oracle Corporation Stock (ORCL) 0.3 $1.7M 16k 105.43
Union Pac Corp Stock (UNP) 0.3 $1.7M 6.8k 245.61
Mastercard Stock (MA) 0.3 $1.7M 3.9k 426.54
Eli Lilly & Co Stock (LLY) 0.3 $1.6M 2.8k 583.01
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.6M 15k 104.92
Amgen Stock (AMGN) 0.3 $1.6M 5.5k 288.01
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.3 $1.6M 14k 108.25
Avago Technologies Stock (AVGO) 0.3 $1.5M 1.4k 1116.37
Texas Instrs Stock (TXN) 0.3 $1.5M 8.7k 170.47
Us Bancorp Del Stock (USB) 0.3 $1.5M 34k 43.28
Pepsico Stock (PEP) 0.3 $1.5M 8.5k 169.85
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.3 $1.4M 30k 47.79
Cintas Corp Stock (CTAS) 0.3 $1.4M 2.4k 602.76
General Dynamics Corp Stock (GD) 0.3 $1.4M 5.5k 259.69
Salesforce Stock (CRM) 0.3 $1.4M 5.3k 263.14
Intel Corp Stock (INTC) 0.3 $1.4M 27k 50.25
Mcdonalds Corp Stock (MCD) 0.3 $1.4M 4.6k 296.53
Bank America Corp Stock (BAC) 0.3 $1.3M 40k 33.67
Abbvie Stock (ABBV) 0.3 $1.3M 8.4k 154.98
Verizon Communications Stock (VZ) 0.3 $1.3M 35k 37.70
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.2 $1.2M 12k 103.45
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $1.2M 3.5k 350.90
Walmart Stock (WMT) 0.2 $1.2M 7.7k 157.64
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $1.2M 2.5k 475.37
Lockheed Martin Corp Stock (LMT) 0.2 $1.2M 2.6k 453.23
Entergy Corp Stock (ETR) 0.2 $1.1M 11k 101.19
Adobe Sys Stock (ADBE) 0.2 $1.1M 1.9k 596.60
Costco Wholesale Corp Stock (COST) 0.2 $1.1M 1.7k 660.05
Medtronic Stock (MDT) 0.2 $1.1M 13k 82.38
United Parcel Service Stock (UPS) 0.2 $1.1M 7.0k 157.23
Novartis Adr (NVS) 0.2 $1.1M 11k 100.97
Sentinelone Inc Cl A Stock (S) 0.2 $1.0M 38k 27.44
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.2 $1.0M 22k 47.74
Hillman Solutions Corp Stock (HLMN) 0.2 $1.0M 113k 9.21
Msc Indl Direct Inc Cl A Stock (MSM) 0.2 $1.0M 10k 101.26
Intl Business Machines Stock (IBM) 0.2 $1.0M 6.2k 163.56
Disney Walt Stock (DIS) 0.2 $993k 11k 90.29
Thermo Fisher Scientific Stock (TMO) 0.2 $983k 1.9k 530.81
Csx Corp Stock (CSX) 0.2 $964k 28k 34.67
Cullen Frost Bankers Stock (CFR) 0.2 $959k 8.8k 108.49
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $899k 8.6k 104.01
Invesco International Dividend Achievers Etf Etf (PID) 0.2 $880k 48k 18.46
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $879k 2.2k 406.89
Total Sa Adr (TTE) 0.2 $876k 13k 67.38
Motorola Solutions Stock (MSI) 0.2 $873k 2.8k 313.11
Royal Dutch Shell Plc- Adr (SHEL) 0.2 $868k 13k 65.80
Phillips 66 Stock (PSX) 0.2 $864k 6.5k 133.14
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.2 $863k 14k 61.90
Public Svc Enterprise Grp Stock (PEG) 0.2 $849k 14k 61.15
Kimball Electronics Stock (KE) 0.2 $849k 32k 26.95
Gilead Sciences Stock (GILD) 0.2 $837k 10k 81.01
Devon Energy Corp Stock (DVN) 0.2 $833k 18k 45.30
Hess Corp Stock (HES) 0.2 $821k 5.7k 144.15
Toyota Motor Corp Ads Adr (TM) 0.2 $815k 4.4k 183.39
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $815k 3.1k 259.51
Progressive Corp Stock (PGR) 0.2 $813k 5.1k 159.28
Robert Half Stock (RHI) 0.2 $807k 9.2k 87.92
General Electric Stock (GE) 0.2 $803k 6.3k 127.62
Conocophillips Stock (COP) 0.2 $796k 6.9k 116.08
T Rowe Price Group Stock (TROW) 0.2 $784k 7.3k 107.69
Autodesk Stock (ADSK) 0.2 $780k 3.2k 243.45
Commscope Hldg Stock (COMM) 0.1 $773k 274k 2.82
Automatic Data Processing Stock (ADP) 0.1 $770k 3.3k 232.97
Starbucks Corp Stock (SBUX) 0.1 $768k 8.0k 96.01
Asml Holding N V N Y Registry Adr (ASML) 0.1 $760k 1.0k 756.61
Abbott Labs Stock (ABT) 0.1 $755k 6.9k 110.06
Advanced Micro Devices Stock (AMD) 0.1 $732k 5.0k 147.41
Elevance Health Stock (ELV) 0.1 $705k 1.5k 471.50
Pfizer Stock (PFE) 0.1 $699k 24k 28.79
Monster Beverage Corp Stock (MNST) 0.1 $699k 12k 57.61
Tjx Cos Stock (TJX) 0.1 $697k 7.4k 93.81
Huntington Ingalls Inds Stock (HII) 0.1 $686k 2.6k 259.67
Shopify Inc Cl A Stock (SHOP) 0.1 $679k 8.7k 77.90
Skyworks Solutions Stock (SWKS) 0.1 $678k 6.0k 112.41
Linde Stock (LIN) 0.1 $675k 1.6k 410.76
Qualcomm Stock (QCOM) 0.1 $670k 4.6k 144.62
Analog Devices Stock (ADI) 0.1 $663k 3.3k 198.56
Regeneron Pharmaceuticals Stock (REGN) 0.1 $658k 749.00 878.29
BP Adr (BP) 0.1 $651k 18k 35.40
Quest Diagnostics Stock (DGX) 0.1 $648k 4.7k 137.89
Applied Matls Stock (AMAT) 0.1 $647k 4.0k 162.06
Philip Morris Intl Stock (PM) 0.1 $645k 6.9k 94.08
Henry Jack & Assoc Stock (JKHY) 0.1 $630k 3.9k 163.39
Intuit Stock (INTU) 0.1 $628k 1.0k 625.03
Firstenergy Corp Stock (FE) 0.1 $619k 17k 36.66
Hsbc Holdings Plc Spons Adr (HSBC) 0.1 $617k 15k 40.54
American Finl Group Inc O Stock (AFG) 0.1 $616k 5.2k 118.89
Clorox Co Del Stock (CLX) 0.1 $611k 4.3k 142.58
Nike Inc Class B Stock (NKE) 0.1 $605k 5.6k 108.57
Eastman Chemical Stock (EMN) 0.1 $604k 6.7k 89.82
Paychex Stock (PAYX) 0.1 $603k 5.1k 119.10
Marathon Pete Corp Stock (MPC) 0.1 $601k 4.1k 148.36
Intuitive Surgical Stock (ISRG) 0.1 $599k 1.8k 337.36
Kohls Corp Stock (KSS) 0.1 $596k 21k 28.68
Unilever Adr (UL) 0.1 $590k 12k 48.48
Honeywell Intl Stock (HON) 0.1 $588k 2.8k 209.72
Lowes Cos Stock (LOW) 0.1 $586k 2.6k 222.54
Dover Corp Stock (DOV) 0.1 $577k 3.8k 153.81
Chubb Stock (CB) 0.1 $560k 2.5k 225.98
Astrazeneca Plc- Spons Adr (AZN) 0.1 $558k 8.3k 67.35
Wells Fargo Stock (WFC) 0.1 $557k 11k 49.22
Sony Group Corp Adr (SONY) 0.1 $556k 5.9k 94.69
American Airls Group Stock (AAL) 0.1 $554k 40k 13.74
Eaton Corp Stock (ETN) 0.1 $552k 2.3k 240.84
Danaher Corp Stock (DHR) 0.1 $550k 2.4k 231.38
Caterpillar Stock (CAT) 0.1 $548k 1.9k 295.73
Blackrock Stock 0.1 $544k 670.00 811.33
Morgan Stanley Stock (MS) 0.1 $543k 5.8k 93.26
Omnicom Group Stock (OMC) 0.1 $541k 6.3k 86.51
Service Now Stock (NOW) 0.1 $540k 764.00 706.49
Prologis Share Beneficial Int Reit (PLD) 0.1 $539k 4.0k 133.29
Bhp Group Adr (BHP) 0.1 $534k 7.8k 68.31
Ford Motor Company Stock (F) 0.1 $529k 43k 12.19
Duke Energy Corp Stock (DUK) 0.1 $520k 5.4k 97.03
Cencora Stock (COR) 0.1 $514k 2.5k 205.39
Synopsys Stock (SNPS) 0.1 $513k 997.00 514.91
Deere & Co Stock (DE) 0.1 $510k 1.3k 399.77
Air Prods & Chems Stock (APD) 0.1 $508k 1.9k 273.82
Nextera Energy Stock (NEE) 0.1 $506k 8.3k 60.74
Goldman Sachs Group Stock (GS) 0.1 $501k 1.3k 385.70
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $500k 4.8k 104.10
Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS) 0.1 $499k 8.6k 57.81
Ishares Russell 3000 Etf Etf (IWV) 0.1 $496k 1.8k 273.74
S&p Global Stock (SPGI) 0.1 $490k 1.1k 440.65
Allstate Corp Stock (ALL) 0.1 $471k 3.4k 139.99
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $469k 6.5k 72.43
Lincoln Elec Hldgs Stock (LECO) 0.1 $466k 2.1k 217.48
O Reilly Automotive Stock (ORLY) 0.1 $453k 477.00 950.48
At&t Stock (T) 0.1 $452k 27k 16.78
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $444k 18k 24.48
Black Hills Corp Stock (BKH) 0.1 $442k 8.2k 53.95
American Express Stock (AXP) 0.1 $439k 2.3k 187.34
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $424k 5.6k 76.13
Vanguard Mid Cap Etf (VO) 0.1 $423k 1.8k 232.62
C H Robinson Worldwide Stock (CHRW) 0.1 $413k 4.8k 86.40
Chicago Mercantile Hldgs Stock (CME) 0.1 $412k 2.0k 210.61
Huntington Bancshares Stock (HBAN) 0.1 $411k 32k 12.72
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $409k 4.8k 85.06
Principal Financial Group Stock (PFG) 0.1 $406k 5.2k 78.67
Yum! Brands Stock (YUM) 0.1 $402k 3.1k 130.67
Ingredion Stock (INGR) 0.1 $399k 3.7k 108.52
Toronto Dominion Bank Stock (TD) 0.1 $398k 6.2k 64.62
Rtx Corporation Stock (RTX) 0.1 $397k 4.7k 84.14
Allison Transmission Hldgs Stock (ALSN) 0.1 $396k 6.8k 58.15
Cadence Design System Stock (CDNS) 0.1 $384k 1.4k 272.37
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $375k 4.8k 77.73
The Cigna Group Stock (CI) 0.1 $374k 1.3k 299.45
Marsh & Mclennan Cos Stock (MMC) 0.1 $374k 2.0k 189.49
Parker-hannifin Corp Stock (PH) 0.1 $374k 812.00 460.85
Eog Resources Stock (EOG) 0.1 $370k 3.1k 120.95
Hormel Foods Corp Stock (HRL) 0.1 $365k 11k 32.11
Lam Research Corp Stock 0.1 $361k 461.00 783.92
Vanguard Small Cap Etf Etf (VB) 0.1 $360k 1.7k 213.33
Booking Holdings Stock (BKNG) 0.1 $358k 101.00 3547.22
Kla-tencor Corp Stock (KLAC) 0.1 $358k 616.00 581.28
Factset Resh Sys Stock (FDS) 0.1 $357k 748.00 477.09
Centerpoint Energy Stock (CNP) 0.1 $357k 13k 28.57
Kroger Stock (KR) 0.1 $356k 7.8k 45.71
Takeda Pharmaceutical Adr (TAK) 0.1 $353k 25k 14.27
Sherwin Williams Stock (SHW) 0.1 $346k 1.1k 311.97
Uber Technologies Stock (UBER) 0.1 $343k 5.6k 61.57
M & T Bk Corp Stock (MTB) 0.1 $343k 2.5k 137.08
Northrop Grumman Corp Stock (NOC) 0.1 $343k 732.00 468.01
Southern Stock (SO) 0.1 $342k 4.9k 70.12
Ishares Dj Us Technology Etf (IYW) 0.1 $336k 2.7k 122.75
Macys Stock (M) 0.1 $333k 17k 20.12
Ishares Msci Eafe Etf Etf (EFA) 0.1 $331k 4.4k 75.35
Expeditors Intl Wash Stock (EXPD) 0.1 $330k 2.6k 127.22
Coca Cola Femsa Sa Adr (KOF) 0.1 $330k 3.5k 94.64
Marriott Intl Stock (MAR) 0.1 $328k 1.5k 225.51
Moodys Corp Stock (MCO) 0.1 $328k 840.00 390.65
Simon Property Group Reit (SPG) 0.1 $326k 2.3k 142.62
Fedex Corp Stock (FDX) 0.1 $324k 1.3k 252.94
Royal Bank Of Canada Stock (RY) 0.1 $321k 3.2k 101.14
T-mobile Us Stock (TMUS) 0.1 $320k 2.0k 160.33
Canadian Pacific Kansas City Stock (CP) 0.1 $319k 4.0k 79.06
Illinois Tool Wks Stock (ITW) 0.1 $314k 1.2k 261.94
Whirlpool Corp Stock (WHR) 0.1 $310k 2.5k 121.76
Microchip Technology Stock (MCHP) 0.1 $306k 3.4k 90.18
Docusign Stock (DOCU) 0.1 $301k 5.1k 59.45
Relx Adr (RELX) 0.1 $301k 7.6k 39.66
Waste Management Stock (WM) 0.1 $301k 1.7k 179.10
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $299k 7.4k 40.12
Cbs Corp Cl B Stock (PARA) 0.1 $296k 20k 14.79
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.1 $296k 2.0k 145.01
Aon Corp Stock (AON) 0.1 $295k 1.0k 291.06
Under Armour Inc Cl A Stock (UAA) 0.1 $294k 34k 8.79
First Finl Bancorp Oh Stock (FFBC) 0.1 $292k 12k 23.75
Zoom Video Communications Inc Cl A Stock (ZM) 0.1 $288k 4.0k 71.91
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $283k 1.7k 170.40
Ppg Inds Stock (PPG) 0.1 $283k 1.9k 149.55
Fiserv Stock (FI) 0.1 $282k 2.1k 132.83
Ishares International Dividend Growth Etf Etf (IGRO) 0.1 $281k 4.4k 64.57
Charles Schwab Corp Stock (SCHW) 0.1 $278k 4.0k 68.80
Schwab Fundamental International Large Co. Index Etf Etf (FNDF) 0.1 $273k 8.1k 33.73
Rio Tinto Adr (RIO) 0.1 $272k 3.7k 74.46
Bristol-myers Squibb Stock (BMY) 0.1 $271k 5.3k 51.31
Norfolk Southern Crp Stock (NSC) 0.1 $270k 1.1k 236.38
Ishares Msci Eafe Value Index Etf Etf (EFV) 0.1 $265k 5.1k 52.10
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $261k 10k 25.52
Coca Cola Enterprise Stock (CCEP) 0.0 $259k 3.9k 66.74
Trane Technologies Stock (TT) 0.0 $259k 1.1k 243.90
GSK Adr (GSK) 0.0 $259k 7.0k 37.06
Dupont De Nemours Stock (DD) 0.0 $258k 3.3k 76.94
Illumina Stock (ILMN) 0.0 $256k 1.8k 139.26
Comerica Stock (CMA) 0.0 $255k 4.6k 55.81
Sap Aktiengesellschaft Adr (SAP) 0.0 $254k 1.6k 154.58
Equinix Reit (EQIX) 0.0 $252k 312.00 806.60
Belden Cdt Stock (BDC) 0.0 $249k 3.2k 77.25
Block Inc Cl A Stock (SQ) 0.0 $248k 3.2k 77.35
Enbridge Stock (ENB) 0.0 $247k 6.9k 36.02
Sei Investments Stock (SEIC) 0.0 $247k 3.9k 63.55
Capital One Financial Corp Stock (COF) 0.0 $245k 1.9k 131.11
Royal Carribbean Cruises Stock (RCL) 0.0 $243k 1.9k 129.49
Workday Stock (WDAY) 0.0 $237k 857.00 276.06
Ing Groep Nv Adr (ING) 0.0 $237k 16k 15.02
American Tower Corp Reit (AMT) 0.0 $236k 1.1k 215.86
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.0 $235k 8.3k 28.17
Intercontinental Exchange Stock (ICE) 0.0 $235k 1.8k 128.46
Koninklijke Philips N V Ny Regis Adr (PHG) 0.0 $234k 10k 23.33
Altria Group Stock (MO) 0.0 $232k 5.8k 40.34
Mckesson Corp Stock (MCK) 0.0 $232k 500.00 462.98
Nxp Semiconductors Nv Stock (NXPI) 0.0 $227k 989.00 229.68
Stryker Corp Stock (SYK) 0.0 $227k 758.00 299.47
Chipotle Mexican Grill Stock (CMG) 0.0 $226k 99.00 2286.96
Paypal Hldgs Stock (PYPL) 0.0 $225k 3.7k 61.41
Boston Scientific Corp Stock (BSX) 0.0 $224k 3.9k 57.81
Helmerich & Payne Stock (HP) 0.0 $223k 6.1k 36.22
Bce Stock (BCE) 0.0 $222k 5.6k 39.38
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $221k 4.2k 52.04
Sabre Corp Stock (SABR) 0.0 $220k 50k 4.40
Sempra Energy Stock (SRE) 0.0 $218k 2.9k 74.73
Jpmorgan Sustainable Municipal Income Etf Etf (JMSI) 0.0 $217k 4.3k 50.53
Diageo Adr (DEO) 0.0 $212k 1.5k 145.65
Citigroup Stock (C) 0.0 $203k 3.9k 51.44
Technology Select Sector Spdr Etf (XLK) 0.0 $202k 1.1k 192.48
Cvs Health Corp Stock (CVS) 0.0 $201k 2.5k 78.97
Pinnacle Finl Partners Stock (PNFP) 0.0 $200k 2.3k 87.22