Legacy Financial Advisors

Legacy Financial Advisors as of March 31, 2024

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 324 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 11.0 $61M 805k 76.19
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 4.6 $26M 224k 115.30
Wisdomtree International Equity Fund Etf (DWM) 3.9 $22M 397k 54.80
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) 3.5 $19M 499k 38.89
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 3.4 $19M 460k 41.10
Wisdomtree Emerging Markets Ex-china Fund Etf (XC) 3.3 $18M 594k 30.69
Natixis Gateway Quality Income Etf Etf (GQI) 2.7 $15M 281k 53.58
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 2.6 $14M 189k 75.60
Microsoft Stock (MSFT) 2.5 $14M 33k 420.72
Jpmorgan Municipal Etf Etf (JMUB) 2.3 $13M 255k 50.74
Apple Stock (AAPL) 2.3 $13M 74k 171.48
Procter And Gamble Stock (PG) 2.2 $12M 75k 162.25
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 2.1 $12M 143k 83.58
Ishares Core Dividend Growth Etf Etf (DGRO) 2.1 $12M 204k 58.06
Nvidia Corp Stock (NVDA) 1.6 $8.8M 9.7k 903.60
Jpmorgan Chase & Co Stock (JPM) 1.4 $8.0M 40k 200.30
Ishares S&p 500 Index Etf (IVV) 1.1 $6.4M 12k 525.73
Amazon.com Stock (AMZN) 1.1 $6.2M 34k 180.38
Ishares Core Msci Eafe Etf Etf (IEFA) 1.0 $5.5M 74k 74.22
Meta Platforms Inc Cl A Stock (META) 0.9 $5.0M 10k 485.60
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.9 $4.8M 56k 86.67
Google Stock (GOOGL) 0.7 $3.9M 26k 150.93
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $3.8M 25k 152.26
Vanguard Total Stk Mkt Etf (VTI) 0.7 $3.7M 14k 259.90
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.7 $3.7M 64k 57.57
Truist Finl Corp Stock (TFC) 0.6 $3.5M 89k 38.98
Visa Stock (V) 0.6 $3.4M 12k 279.08
Fifth Third Bancorp Stock (FITB) 0.6 $3.4M 91k 37.21
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.6 $3.3M 62k 52.47
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.5 $3.1M 119k 25.69
Exxon Mobil Corp Stock (XOM) 0.5 $3.1M 26k 116.24
Merck & Co Stock (MRK) 0.5 $3.0M 23k 131.95
Home Depot Stock (HD) 0.5 $3.0M 7.8k 383.61
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.5 $3.0M 49k 60.74
Johnson & Johnson Stock (JNJ) 0.5 $2.8M 18k 158.19
Unitedhealth Group Stock (UNH) 0.5 $2.6M 5.2k 494.74
Pnc Finl Svcs Group Stock (PNC) 0.4 $2.5M 15k 161.60
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.4M 5.8k 420.53
Netflix Stock (NFLX) 0.4 $2.4M 4.0k 607.33
Fidelity Total Bond Etf Etf (FBND) 0.4 $2.4M 53k 45.31
Oracle Corporation Stock (ORCL) 0.4 $2.3M 19k 125.61
Eli Lilly & Co Stock (LLY) 0.4 $2.3M 2.9k 778.09
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.2M 45k 50.17
Coca Cola Stock (KO) 0.4 $2.2M 36k 61.18
Chevron Corp Stock (CVX) 0.4 $2.1M 13k 157.74
Tesla Motors Stock (TSLA) 0.4 $2.0M 11k 175.79
Snap On Stock (SNA) 0.4 $2.0M 6.7k 296.24
Avago Technologies Stock (AVGO) 0.3 $1.9M 1.5k 1325.54
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.9M 45k 43.35
Mastercard Stock (MA) 0.3 $1.9M 3.9k 481.51
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $1.8M 36k 50.60
Cisco Sys Stock (CSCO) 0.3 $1.8M 36k 49.91
Union Pac Corp Stock (UNP) 0.3 $1.8M 7.2k 245.92
Salesforce Stock (CRM) 0.3 $1.8M 5.8k 301.18
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.3 $1.7M 15k 110.52
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.3 $1.6M 13k 128.40
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.6M 14k 114.96
Boeing Stock (BA) 0.3 $1.6M 8.4k 192.98
General Dynamics Corp Stock (GD) 0.3 $1.6M 5.7k 282.47
Abbvie Stock (ABBV) 0.3 $1.6M 8.8k 182.11
Bank America Corp Stock (BAC) 0.3 $1.6M 42k 37.92
Amgen Stock (AMGN) 0.3 $1.6M 5.6k 284.32
Pepsico Stock (PEP) 0.3 $1.6M 9.1k 175.00
Texas Instrs Stock (TXN) 0.3 $1.5M 8.9k 174.21
Verizon Communications Stock (VZ) 0.3 $1.5M 36k 41.96
Us Bancorp Del Stock (USB) 0.3 $1.5M 34k 44.70
Disney Walt Stock (DIS) 0.3 $1.5M 12k 122.36
Cintas Corp Stock (CTAS) 0.3 $1.5M 2.2k 687.15
Walmart Stock (WMT) 0.3 $1.4M 24k 60.17
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 0.2 $1.4M 19k 70.88
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $1.4M 2.6k 522.97
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $1.3M 3.8k 346.63
Mcdonalds Corp Stock (MCD) 0.2 $1.3M 4.7k 281.97
Pfizer Stock (PFE) 0.2 $1.3M 47k 27.75
Griid Infrastructure Stock (GRDI) 0.2 $1.3M 982k 1.32
Costco Wholesale Corp Stock (COST) 0.2 $1.3M 1.7k 732.58
Toyota Motor Corp Ads Adr (TM) 0.2 $1.2M 4.9k 251.70
Entergy Corp Stock (ETR) 0.2 $1.2M 12k 105.68
Lockheed Martin Corp Stock (LMT) 0.2 $1.2M 2.7k 454.86
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $1.2M 8.8k 136.04
Intel Corp Stock (INTC) 0.2 $1.2M 27k 44.17
Hillman Solutions Corp Stock (HLMN) 0.2 $1.2M 113k 10.64
Intl Business Machines Stock (IBM) 0.2 $1.2M 6.2k 190.97
Medtronic Stock (MDT) 0.2 $1.2M 13k 87.15
Ge Aerospace Stock (GE) 0.2 $1.2M 6.6k 175.52
Thermo Fisher Scientific Stock (TMO) 0.2 $1.1M 2.0k 581.23
Phillips 66 Stock (PSX) 0.2 $1.1M 6.9k 163.33
Novartis Adr (NVS) 0.2 $1.1M 12k 96.73
Cullen Frost Bankers Stock (CFR) 0.2 $1.0M 9.3k 112.56
Public Svc Enterprise Grp Stock (PEG) 0.2 $1.0M 16k 66.78
Msc Indl Direct Inc Cl A Stock (MSM) 0.2 $1.0M 11k 97.04
Advanced Micro Devices Stock (AMD) 0.2 $1.0M 5.7k 180.49
Devon Energy Corp Stock (DVN) 0.2 $996k 20k 50.18
Motorola Solutions Stock (MSI) 0.2 $989k 2.8k 355.00
Asml Holding N V N Y Registry Adr (ASML) 0.2 $979k 1.0k 970.07
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $964k 2.3k 418.01
3M Stock (MMM) 0.2 $957k 9.0k 106.07
Total Sa Adr (TTE) 0.2 $954k 14k 68.83
Progressive Corp Stock (PGR) 0.2 $946k 4.6k 206.82
Qualcomm Stock (QCOM) 0.2 $944k 5.6k 169.29
United Parcel Service Stock (UPS) 0.2 $942k 6.3k 148.64
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.2 $936k 15k 63.33
T Rowe Price Group Stock (TROW) 0.2 $929k 7.6k 121.91
Royal Dutch Shell Plc- Adr (SHEL) 0.2 $915k 14k 67.04
Autodesk Stock (ADSK) 0.2 $886k 3.4k 260.39
Hess Corp Stock (HES) 0.2 $876k 5.7k 152.63
Conocophillips Stock (COP) 0.2 $860k 6.8k 127.28
Automatic Data Processing Stock (ADP) 0.2 $856k 3.4k 249.74
Applied Matls Stock (AMAT) 0.2 $854k 4.1k 206.25
Marathon Pete Corp Stock (MPC) 0.2 $847k 4.2k 201.49
Invesco International Dividend Achievers Etf Etf (PID) 0.2 $838k 45k 18.54
Adobe Sys Stock (ADBE) 0.1 $832k 1.6k 504.60
Wells Fargo Stock (WFC) 0.1 $822k 14k 57.96
Huntington Ingalls Inds Stock (HII) 0.1 $813k 2.8k 291.51
Linde Stock (LIN) 0.1 $800k 1.7k 464.38
Elevance Health Stock (ELV) 0.1 $791k 1.5k 518.47
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $788k 2.8k 286.61
Unilever Adr (UL) 0.1 $786k 16k 50.19
Monster Beverage Corp Stock (MNST) 0.1 $786k 13k 59.28
Regeneron Pharmaceuticals Stock (REGN) 0.1 $779k 809.00 962.49
Hershey Stock (HSY) 0.1 $770k 4.0k 194.50
Tjx Cos Stock (TJX) 0.1 $762k 7.5k 101.42
Robert Half Stock (RHI) 0.1 $761k 9.6k 79.28
Abbott Labs Stock (ABT) 0.1 $758k 6.7k 113.65
Intuitive Surgical Stock (ISRG) 0.1 $748k 1.9k 399.09
Eaton Corp Stock (ETN) 0.1 $746k 2.4k 312.71
Skyworks Solutions Stock (SWKS) 0.1 $740k 6.8k 108.32
Lowes Cos Stock (LOW) 0.1 $732k 2.9k 254.72
Caterpillar Stock (CAT) 0.1 $731k 2.0k 366.49
Starbucks Corp Stock (SBUX) 0.1 $723k 7.9k 91.39
Eastman Chemical Stock (EMN) 0.1 $717k 7.2k 100.23
BP Adr (BP) 0.1 $717k 19k 37.68
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.1 $711k 15k 47.06
Henry Jack & Assoc Stock (JKHY) 0.1 $711k 4.1k 173.72
American Finl Group Inc O Stock (AFG) 0.1 $707k 5.2k 136.48
Intuit Stock (INTU) 0.1 $703k 1.1k 650.00
Shopify Inc Cl A Stock (SHOP) 0.1 $692k 9.0k 77.17
Realty Income Corp Reit (O) 0.1 $683k 13k 54.10
Clorox Co Del Stock (CLX) 0.1 $683k 4.5k 153.10
Kimball Electronics Stock (KE) 0.1 $682k 32k 21.65
Analog Devices Stock (ADI) 0.1 $679k 3.4k 197.79
Rtx Corporation Stock (RTX) 0.1 $673k 6.9k 97.54
Dover Corp Stock (DOV) 0.1 $665k 3.8k 177.19
Allstate Corp Stock (ALL) 0.1 $659k 3.8k 173.01
Firstenergy Corp Stock (FE) 0.1 $655k 17k 38.62
Chubb Stock (CB) 0.1 $646k 2.5k 259.17
Omnicom Group Stock (OMC) 0.1 $637k 6.6k 96.76
Paychex Stock (PAYX) 0.1 $634k 5.2k 122.80
Cencora Stock (COR) 0.1 $632k 2.6k 243.01
Nextera Energy Stock (NEE) 0.1 $624k 9.8k 63.91
Philip Morris Intl Stock (PM) 0.1 $619k 6.8k 91.62
American Airls Group Stock (AAL) 0.1 $618k 40k 15.35
Black Hills Corp Stock (BKH) 0.1 $616k 11k 54.60
Honeywell Intl Stock (HON) 0.1 $616k 3.0k 205.25
Quest Diagnostics Stock (DGX) 0.1 $616k 4.6k 133.11
Danaher Corp Stock (DHR) 0.1 $614k 2.5k 249.76
Hsbc Holdings Plc Spons Adr (HSBC) 0.1 $613k 16k 39.36
Kohls Corp Stock (KSS) 0.1 $608k 21k 29.15
Service Now Stock (NOW) 0.1 $594k 779.00 762.40
Astrazeneca Plc- Spons Adr (AZN) 0.1 $591k 8.7k 67.75
Allison Transmission Hldgs Stock (ALSN) 0.1 $585k 7.2k 81.16
Ford Motor Company Stock (F) 0.1 $582k 44k 13.28
Deere & Co Stock (DE) 0.1 $582k 1.4k 410.69
Lincoln Elec Hldgs Stock (LECO) 0.1 $579k 2.3k 255.46
At&t Stock (T) 0.1 $571k 32k 17.60
Synopsys Stock (SNPS) 0.1 $570k 997.00 571.50
Hormel Foods Corp Stock (HRL) 0.1 $569k 16k 34.89
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $563k 4.8k 117.21
American Express Stock (AXP) 0.1 $562k 2.5k 227.73
Commscope Hldg Stock (COMM) 0.1 $555k 424k 1.31
Morgan Stanley Stock (MS) 0.1 $555k 5.9k 94.16
Prologis Share Beneficial Int Reit (PLD) 0.1 $552k 4.2k 130.21
Goldman Sachs Group Stock (GS) 0.1 $551k 1.3k 417.61
O Reilly Automotive Stock (ORLY) 0.1 $551k 488.00 1129.34
Blackrock Stock 0.1 $540k 648.00 833.20
Duke Energy Corp Stock (DUK) 0.1 $539k 5.6k 96.71
Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS) 0.1 $518k 8.8k 58.85
Paypal Hldgs Stock (PYPL) 0.1 $491k 7.3k 66.99
S&p Global Stock (SPGI) 0.1 $482k 1.1k 425.57
Sony Group Corp Adr (SONY) 0.1 $475k 5.5k 85.74
Parker-hannifin Corp Stock (PH) 0.1 $469k 844.00 555.97
Yum! Brands Stock (YUM) 0.1 $469k 3.4k 138.63
Principal Financial Group Stock (PFG) 0.1 $469k 5.4k 86.32
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $463k 6.6k 70.00
Ishares Russell 3000 Etf Etf (IWV) 0.1 $459k 1.5k 300.08
Ingredion Stock (INGR) 0.1 $457k 3.9k 116.84
Lam Research Corp Stock 0.1 $456k 469.00 972.37
Huntington Bancshares Stock (HBAN) 0.1 $451k 32k 13.95
Marsh & Mclennan Cos Stock (MMC) 0.1 $448k 2.2k 206.00
The Cigna Group Stock (CI) 0.1 $446k 1.2k 363.19
Cadence Design System Stock (CDNS) 0.1 $443k 1.4k 311.28
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $440k 18k 24.48
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $436k 5.4k 80.63
Chicago Mercantile Hldgs Stock (CME) 0.1 $434k 2.0k 215.33
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $429k 4.6k 93.19
Kla-tencor Corp Stock (KLAC) 0.1 $426k 610.00 698.55
Air Prods & Chems Stock (APD) 0.1 $425k 1.8k 242.33
Bhp Group Adr (BHP) 0.1 $418k 7.2k 57.69
Marriott Intl Stock (MAR) 0.1 $404k 1.6k 252.31
Sherwin Williams Stock (SHW) 0.1 $401k 1.2k 347.46
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $397k 4.7k 84.09
Booking Holdings Stock (BKNG) 0.1 $392k 108.00 3627.88
Nike Inc Class B Stock (NKE) 0.1 $387k 4.1k 93.97
Centerpoint Energy Stock (CNP) 0.1 $385k 14k 28.49
Fedex Corp Stock (FDX) 0.1 $380k 1.3k 289.85
Ing Groep Nv Adr (ING) 0.1 $376k 23k 16.49
Archer Daniels Midland Stock (ADM) 0.1 $375k 6.0k 62.81
Kroger Stock (KR) 0.1 $374k 6.5k 57.13
Eog Resources Stock (EOG) 0.1 $372k 2.9k 127.86
Ishares Dj Us Technology Etf (IYW) 0.1 $370k 2.7k 135.06
Simon Property Group Reit (SPG) 0.1 $369k 2.4k 156.47
Vanguard Small Cap Etf Etf (VB) 0.1 $366k 1.6k 228.59
Factset Resh Sys Stock (FDS) 0.1 $365k 802.00 454.44
Vanguard Mid Cap Etf (VO) 0.1 $361k 1.4k 249.86
Coca Cola Femsa Sa Adr (KOF) 0.1 $360k 3.7k 97.20
M & T Bk Corp Stock (MTB) 0.1 $360k 2.5k 145.44
Southern Stock (SO) 0.1 $360k 5.0k 71.73
Waste Management Stock (WM) 0.1 $359k 1.7k 213.15
Trane Technologies Stock (TT) 0.1 $357k 1.2k 300.19
Northrop Grumman Corp Stock (NOC) 0.1 $355k 742.00 478.53
Toronto Dominion Bank Stock (TD) 0.1 $355k 5.9k 60.38
C H Robinson Worldwide Stock (CHRW) 0.1 $353k 4.6k 76.14
Takeda Pharmaceutical Adr (TAK) 0.1 $352k 25k 13.89
Fiserv Stock (FI) 0.1 $351k 2.2k 159.81
Sap Aktiengesellschaft Adr (SAP) 0.1 $349k 1.8k 195.02
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $347k 8.3k 41.87
T-mobile Us Stock (TMUS) 0.1 $342k 2.1k 163.22
Whirlpool Corp Stock (WHR) 0.1 $338k 2.8k 119.63
Expeditors Intl Wash Stock (EXPD) 0.1 $337k 2.8k 121.59
Canadian Pacific Kansas City Stock (CP) 0.1 $337k 3.8k 88.18
Royal Bank Of Canada Stock (RY) 0.1 $332k 3.3k 100.87
GSK Adr (GSK) 0.1 $332k 7.7k 42.87
Macys Stock (M) 0.1 $332k 17k 19.99
Csx Corp Stock (CSX) 0.1 $331k 8.9k 37.07
Diageo Adr (DEO) 0.1 $331k 2.2k 148.73
Moodys Corp Stock (MCO) 0.1 $330k 840.00 393.12
Microchip Technology Stock (MCHP) 0.1 $326k 3.6k 89.72
Delta Air Lines Inc Del Cmn Stock (DAL) 0.1 $325k 6.8k 47.87
Illinois Tool Wks Stock (ITW) 0.1 $322k 1.2k 268.33
Uber Technologies Stock (UBER) 0.1 $321k 4.2k 76.98
Aon Corp Stock (AON) 0.1 $318k 952.00 333.77
Chipotle Mexican Grill Stock (CMG) 0.1 $317k 109.00 2906.77
Coca Cola Enterprise Stock (CCEP) 0.1 $310k 4.4k 69.95
Gilead Sciences Stock (GILD) 0.1 $309k 4.2k 73.25
Gogo Inc Com Usd0.0001 Stock (GOGO) 0.1 $308k 35k 8.78
Stryker Corp Stock (SYK) 0.1 $308k 860.00 357.89
Ishares Msci Eafe Etf Etf (EFA) 0.1 $307k 3.8k 79.86
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $304k 1.7k 182.61
Crocs Stock (CROX) 0.1 $303k 2.1k 143.80
Norfolk Southern Crp Stock (NSC) 0.1 $303k 1.2k 254.87
Docusign Stock (DOCU) 0.1 $302k 5.1k 59.55
Sei Investments Stock (SEIC) 0.1 $301k 4.2k 71.89
Belden Cdt Stock (BDC) 0.1 $299k 3.2k 92.61
Capital One Financial Corp Stock (COF) 0.1 $297k 2.0k 148.89
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) 0.1 $294k 13k 21.97
Bristol-myers Squibb Stock (BMY) 0.1 $289k 5.3k 54.23
Ishares International Dividend Growth Etf Etf (IGRO) 0.1 $288k 4.3k 67.36
Royal Carribbean Cruises Stock (RCL) 0.1 $285k 2.1k 139.01
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $284k 10k 27.88
Block Inc Cl A Stock (XYZ) 0.1 $281k 3.3k 84.58
First Finl Bancorp Oh Stock (FFBC) 0.0 $276k 12k 22.42
Illumina Stock (ILMN) 0.0 $275k 2.0k 137.34
Intercontinental Exchange Stock (ICE) 0.0 $274k 2.0k 137.46
Mckesson Corp Stock (MCK) 0.0 $266k 496.00 536.85
Comerica Stock (CMA) 0.0 $265k 4.8k 54.99
Boston Scientific Corp Stock (BSX) 0.0 $264k 3.9k 68.49
Enbridge Stock (ENB) 0.0 $264k 7.3k 36.18
Micron Technology Stock (MU) 0.0 $264k 2.2k 117.89
Helmerich & Payne Stock (HP) 0.0 $264k 6.3k 42.06
Ppg Inds Stock (PPG) 0.0 $263k 1.8k 144.90
Equinix Reit (EQIX) 0.0 $262k 317.00 826.60
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $262k 4.0k 65.37
Banco Santander Cent Hisp Adr (SAN) 0.0 $261k 54k 4.84
Stellantis Stock (STLA) 0.0 $260k 9.2k 28.30
Workday Stock (WDAY) 0.0 $253k 926.00 272.75
Citigroup Stock (C) 0.0 $247k 3.9k 63.24
Under Armour Inc Cl A Stock (UAA) 0.0 $247k 34k 7.38
Dupont De Nemours Stock (DD) 0.0 $247k 3.2k 76.68
Target Corp Stock (TGT) 0.0 $246k 1.4k 177.16
Charles Schwab Corp Stock (SCHW) 0.0 $244k 3.4k 72.34
Sabre Corp Stock (SABR) 0.0 $242k 100k 2.42
Cvs Health Corp Stock (CVS) 0.0 $242k 3.0k 79.77
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $241k 4.4k 54.81
Rio Tinto Adr (RIO) 0.0 $240k 3.8k 63.74
Agnico Eagle Mines Stock (AEM) 0.0 $240k 4.0k 59.65
Altria Group Stock (MO) 0.0 $240k 5.5k 43.62
Emerson Elec Stock (EMR) 0.0 $239k 2.1k 113.42
Relx Adr (RELX) 0.0 $237k 5.5k 43.29
Canadian Natl Ry Stock (CNI) 0.0 $236k 1.8k 131.72
Cbs Corp Cl B Stock (PARA) 0.0 $235k 20k 11.77
Travelers Companies Stock (TRV) 0.0 $232k 1.0k 230.14
Ecolab Stock (ECL) 0.0 $230k 997.00 230.92
Optical Cable Corp Stock (OCC) 0.0 $229k 81k 2.83
Autozone Inc Nev Stock (AZO) 0.0 $227k 72.00 3151.65
Nxp Semiconductors Nv Stock (NXPI) 0.0 $225k 909.00 247.77
United Rentals Stock (URI) 0.0 $224k 311.00 721.11
Netease.com Adr (NTES) 0.0 $220k 2.1k 103.48
Arista Networks Stock 0.0 $218k 750.00 289.98
Alibaba Group Hldg Adr (BABA) 0.0 $217k 3.0k 72.35
Health Care Reit Reit (WELL) 0.0 $216k 2.3k 93.43
Jpmorgan Sustainable Municipal Income Etf Etf (JMSI) 0.0 $215k 4.3k 50.39
Dow Stock (DOW) 0.0 $214k 3.7k 57.94
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $212k 1.3k 164.96
Valero Energy Corp Stock (VLO) 0.0 $211k 1.2k 170.65
Ross Stores Stock (ROST) 0.0 $206k 1.4k 146.76
Palo Alto Networks Stock (PANW) 0.0 $205k 723.00 284.13
Gallagher Arthur J &co Stock (AJG) 0.0 $204k 817.00 250.04
Hartford Finl Svcs Group Stock (HIG) 0.0 $204k 2.0k 103.05
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $203k 2.5k 79.91
Ase Technology Hldg Adr (ASX) 0.0 $199k 18k 10.99
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $193k 19k 10.23
Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.0 $172k 15k 11.84
Spirit Airlines Stock 0.0 $165k 34k 4.84
Haleon Plc Spon Ads Adr (HLN) 0.0 $162k 19k 8.49
Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) 0.0 $129k 11k 11.77
Lloyds Tsb Group Adr (LYG) 0.0 $123k 47k 2.59
Viatris Stock (VTRS) 0.0 $120k 10k 11.94
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $120k 17k 6.93
Barclays Adr (BCS) 0.0 $101k 11k 9.45
Chargepoint Holdings Inc Com Cl A Stock 0.0 $68k 36k 1.90
Digital Turbine Stock (APPS) 0.0 $50k 19k 2.62
Mizuho Financial Group Adr (MFG) 0.0 $45k 11k 3.98
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $44k 10k 4.29
Office Pptys Income Tr Com Shs Ben Int Reit (OPI) 0.0 $20k 10k 2.04