Legacy Financial Advisors

Legacy Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 345 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
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 10.5 $64M 785k 80.93
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 4.5 $27M 211k 128.62
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 3.3 $20M 673k 30.01
Apple Stock (AAPL) 3.3 $20M 80k 250.42
Wisdomtree Emerging Markets Ex-china Fund Etf (XC) 3.1 $19M 619k 30.74
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 3.0 $18M 218k 83.58
Natixis Gateway Quality Income Etf Etf (GQI) 2.9 $18M 324k 54.38
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 2.9 $18M 357k 49.26
Microsoft Stock (MSFT) 2.5 $15M 35k 421.50
Jpmorgan Municipal Etf Etf (JMUB) 2.4 $15M 294k 50.15
Nvidia Corp Stock (NVDA) 2.3 $14M 102k 134.29
Procter And Gamble Stock (PG) 2.2 $13M 80k 167.65
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 2.1 $13M 484k 25.92
Ishares Core Dividend Growth Etf Etf (DGRO) 2.0 $12M 194k 61.34
Jpmorgan Chase & Co Stock (JPM) 1.5 $9.2M 38k 239.71
Amazon.com Stock (AMZN) 1.4 $8.3M 38k 219.39
Tesla Motors Stock (TSLA) 1.2 $7.1M 18k 403.83
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 1.1 $6.7M 75k 88.79
Meta Platforms Inc Cl A Stock (META) 1.1 $6.4M 11k 585.51
Google Stock (GOOGL) 0.9 $5.2M 28k 189.30
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.8 $5.1M 50k 103.30
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.8 $4.9M 26k 190.44
Ishares Core Msci Eafe Etf Etf (IEFA) 0.8 $4.8M 68k 70.28
Visa Stock (V) 0.7 $4.3M 14k 316.04
Wisdomtree International Equity Fund Etf (DWM) 0.7 $4.2M 79k 52.70
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) 0.6 $3.9M 108k 35.98
Vanguard Total Stk Mkt Etf (VTI) 0.6 $3.8M 13k 289.81
Netflix Stock (NFLX) 0.6 $3.7M 4.2k 891.32
Avago Technologies Stock (AVGO) 0.6 $3.6M 16k 231.84
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.6 $3.3M 60k 55.45
Fifth Third Bancorp Stock (FITB) 0.5 $3.3M 77k 42.28
Ishares S&p 500 Index Etf (IVV) 0.5 $3.3M 5.5k 588.71
Oracle Corporation Stock (ORCL) 0.5 $3.2M 19k 166.64
Home Depot Stock (HD) 0.5 $3.0M 7.8k 388.97
Pnc Finl Svcs Group Stock (PNC) 0.5 $3.0M 16k 192.85
Exxon Mobil Corp Stock (XOM) 0.5 $3.0M 28k 107.57
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $3.0M 6.5k 453.29
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.5 $2.8M 111k 25.58
Unitedhealth Group Stock (UNH) 0.5 $2.8M 5.6k 505.88
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.5 $2.7M 53k 51.73
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $2.7M 57k 47.82
Walmart Stock (WMT) 0.4 $2.4M 26k 90.35
Johnson & Johnson Stock (JNJ) 0.4 $2.3M 16k 144.62
Coca Cola Stock (KO) 0.4 $2.3M 37k 62.26
Eli Lilly & Co Stock (LLY) 0.4 $2.3M 3.0k 771.95
Cisco Sys Stock (CSCO) 0.4 $2.2M 38k 59.20
Salesforce Stock (CRM) 0.4 $2.2M 6.6k 334.34
Mastercard Stock (MA) 0.3 $2.1M 3.9k 526.54
Snap On Stock (SNA) 0.3 $2.0M 5.9k 339.46
Chevron Corp Stock (CVX) 0.3 $1.9M 13k 144.84
Boeing Stock (BA) 0.3 $1.9M 11k 176.99
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $1.8M 27k 67.03
Fidelity Total Bond Etf Etf (FBND) 0.3 $1.8M 39k 44.87
Texas Instrs Stock (TXN) 0.3 $1.7M 9.3k 187.50
Bank America Corp Stock (BAC) 0.3 $1.7M 39k 43.95
Truist Finl Corp Stock (TFC) 0.3 $1.7M 40k 43.38
Taiwan Semiconductor Manufacturing Adr (TSM) 0.3 $1.7M 8.7k 197.49
Amgen Stock (AMGN) 0.3 $1.7M 6.6k 260.66
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.7M 45k 37.53
Abbvie Stock (ABBV) 0.3 $1.7M 9.4k 177.71
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $1.7M 33k 50.37
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $1.7M 2.8k 586.07
Intl Business Machines Stock (IBM) 0.3 $1.6M 7.4k 219.83
Union Pac Corp Stock (UNP) 0.3 $1.6M 7.1k 228.03
Costco Wholesale Corp Stock (COST) 0.3 $1.6M 1.7k 916.53
Us Bancorp Del Stock (USB) 0.3 $1.5M 32k 47.83
Chicago Mercantile Hldgs Stock (CME) 0.3 $1.5M 6.6k 232.23
Verizon Communications Stock (VZ) 0.3 $1.5M 38k 39.99
Disney Walt Stock (DIS) 0.2 $1.5M 13k 111.35
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $1.4M 29k 50.13
Mcdonalds Corp Stock (MCD) 0.2 $1.4M 5.0k 289.87
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $1.4M 4.0k 351.75
United Parcel Service Stock (UPS) 0.2 $1.4M 11k 126.10
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $1.4M 18k 75.63
Cintas Corp Stock (CTAS) 0.2 $1.3M 7.3k 182.70
Novartis Adr (NVS) 0.2 $1.3M 14k 97.31
Motorola Solutions Stock (MSI) 0.2 $1.3M 2.7k 462.21
Progressive Corp Stock (PGR) 0.2 $1.3M 5.2k 239.61
Entergy Corp Stock (ETR) 0.2 $1.2M 16k 75.82
Pepsico Stock (PEP) 0.2 $1.2M 8.0k 152.06
Intuitive Surgical Stock (ISRG) 0.2 $1.2M 2.3k 521.96
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.2 $1.2M 26k 45.76
3M Stock (MMM) 0.2 $1.2M 9.3k 129.09
Shopify Inc Cl A Stock (SHOP) 0.2 $1.2M 11k 106.33
Merck & Co Stock (MRK) 0.2 $1.2M 12k 99.48
Dimensional International Value Etf Etf (DFIV) 0.2 $1.2M 33k 35.48
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.2 $1.2M 14k 86.02
General Dynamics Corp Stock (GD) 0.2 $1.2M 4.4k 263.49
Cullen Frost Bankers Stock (CFR) 0.2 $1.2M 8.6k 134.25
Ge Aerospace Stock (GE) 0.2 $1.1M 6.8k 166.79
Wells Fargo Stock (WFC) 0.2 $1.1M 16k 70.24
Automatic Data Processing Stock (ADP) 0.2 $1.1M 3.8k 292.73
Thermo Fisher Scientific Stock (TMO) 0.2 $1.1M 2.1k 520.25
Hillman Solutions Corp Stock (HLMN) 0.2 $1.1M 113k 9.74
Nike Inc Class B Stock (NKE) 0.2 $1.1M 14k 75.67
Autodesk Stock (ADSK) 0.2 $1.1M 3.7k 295.54
Abbott Labs Stock (ABT) 0.2 $1.1M 9.5k 113.11
Pfizer Stock (PFE) 0.2 $1.1M 40k 26.53
Starbucks Corp Stock (SBUX) 0.2 $1.1M 12k 91.25
Philip Morris Intl Stock (PM) 0.2 $1.1M 8.8k 120.36
Medtronic Stock (MDT) 0.2 $1.1M 13k 79.88
Tjx Cos Stock (TJX) 0.2 $1.1M 8.8k 120.81
Service Now Stock (NOW) 0.2 $1.0M 980.00 1060.12
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $1.0M 2.6k 402.70
Toyota Motor Corp Ads Adr (TM) 0.2 $1.0M 5.2k 194.62
Invesco S&p International Developed High Quality Etf Etf (IDHQ) 0.2 $1.0M 35k 28.32
Qualcomm Stock (QCOM) 0.2 $964k 6.3k 153.63
Sony Group Corp Adr (SONY) 0.2 $941k 44k 21.16
Unilever Adr (UL) 0.2 $918k 16k 56.70
Rtx Corporation Stock (RTX) 0.2 $917k 7.9k 115.73
American Express Stock (AXP) 0.2 $915k 3.1k 296.76
Goldman Sachs Group Stock (GS) 0.2 $911k 1.6k 572.53
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $907k 2.6k 343.41
Lowes Cos Stock (LOW) 0.1 $896k 3.6k 246.79
Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $892k 34k 26.57
Invesco International Dividend Achievers Etf Etf (PID) 0.1 $855k 47k 18.31
Hsbc Holdings Plc Spons Adr (HSBC) 0.1 $855k 17k 49.46
Honeywell Intl Stock (HON) 0.1 $843k 3.7k 225.87
Lockheed Martin Corp Stock (LMT) 0.1 $837k 1.7k 485.83
Eaton Corp Stock (ETN) 0.1 $834k 2.5k 331.90
Reinsurance Grp Of America Stock (RGA) 0.1 $828k 3.9k 213.63
Royal Dutch Shell Plc- Adr (SHEL) 0.1 $823k 13k 62.65
Asml Holding N V N Y Registry Adr (ASML) 0.1 $821k 1.2k 692.83
Analog Devices Stock (ADI) 0.1 $813k 3.8k 212.46
Intuit Stock (INTU) 0.1 $812k 1.3k 628.50
Robert Half Stock (RHI) 0.1 $809k 12k 70.46
Nextera Energy Stock (NEE) 0.1 $802k 11k 71.69
Morgan Stanley Stock (MS) 0.1 $799k 6.4k 125.71
T Rowe Price Group Stock (TROW) 0.1 $792k 7.0k 113.09
Black Hills Corp Stock (BKH) 0.1 $783k 13k 58.52
Caterpillar Stock (CAT) 0.1 $782k 2.2k 362.77
Conocophillips Stock (COP) 0.1 $776k 7.8k 99.17
Linde Stock (LIN) 0.1 $776k 1.9k 418.72
Realty Income Corp Reit (O) 0.1 $767k 14k 53.41
Dover Corp Stock (DOV) 0.1 $765k 4.1k 187.60
Monster Beverage Corp Stock (MNST) 0.1 $764k 15k 52.56
Allstate Corp Stock (ALL) 0.1 $756k 3.9k 192.77
Hess Corp Stock (HES) 0.1 $753k 5.7k 133.00
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.1 $745k 7.6k 98.47
Phillips 66 Stock (PSX) 0.1 $737k 6.5k 113.93
Intel Corp Stock (INTC) 0.1 $734k 37k 20.05
Chubb Stock (CB) 0.1 $723k 2.6k 276.29
Blackrock Stock (BLK) 0.1 $723k 706.00 1024.54
Sap Aktiengesellschaft Adr (SAP) 0.1 $720k 2.9k 246.21
Kimball Electronics Stock (KE) 0.1 $713k 38k 18.73
Bristol-myers Squibb Stock (BMY) 0.1 $711k 13k 56.56
American Airls Group Stock (AAL) 0.1 $708k 41k 17.43
Deere & Co Stock (DE) 0.1 $694k 1.6k 423.61
At&t Stock (T) 0.1 $684k 30k 22.77
Applied Matls Stock (AMAT) 0.1 $683k 4.2k 162.62
Paypal Hldgs Stock (PYPL) 0.1 $683k 8.0k 85.35
Quest Diagnostics Stock (DGX) 0.1 $678k 4.5k 150.87
Ge Vernova Stock (GEV) 0.1 $676k 2.1k 328.93
Total Sa Adr (TTE) 0.1 $675k 12k 54.50
Adobe Sys Stock (ADBE) 0.1 $675k 1.5k 444.68
Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.1 $673k 7.0k 96.83
Henry Jack & Assoc Stock (JKHY) 0.1 $671k 3.8k 175.30
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $669k 4.8k 139.35
C H Robinson Worldwide Stock (CHRW) 0.1 $666k 6.4k 103.31
Parker-hannifin Corp Stock (PH) 0.1 $658k 1.0k 636.19
S&p Global Stock (SPGI) 0.1 $655k 1.3k 498.16
Paychex Stock (PAYX) 0.1 $651k 4.6k 140.22
BP Adr (BP) 0.1 $650k 22k 29.56
Air Prods & Chems Stock (APD) 0.1 $637k 2.2k 290.04
Duke Energy Corp Stock (DUK) 0.1 $634k 5.9k 107.75
Whirlpool Corp Stock (WHR) 0.1 $624k 5.4k 114.49
Spdr Gold Etf Etf (GLD) 0.1 $623k 2.6k 242.14
Enbridge Stock (ENB) 0.1 $609k 14k 42.43
Advanced Micro Devices Stock (AMD) 0.1 $604k 5.0k 120.79
Eastman Chemical Stock (EMN) 0.1 $601k 6.6k 91.32
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $588k 9.4k 62.31
Clorox Co Del Stock (CLX) 0.1 $585k 3.6k 162.39
Cencora Stock (COR) 0.1 $584k 2.6k 224.70
Rio Tinto Adr (RIO) 0.1 $582k 9.9k 58.81
Optical Cable Corp Stock (OCC) 0.1 $582k 161k 3.61
Danaher Corp Stock (DHR) 0.1 $579k 2.5k 229.59
Cleanspark Stock (CLSK) 0.1 $577k 63k 9.21
O Reilly Automotive Stock (ORLY) 0.1 $574k 484.00 1186.29
Skyworks Solutions Stock (SWKS) 0.1 $566k 6.4k 88.68
American Finl Group Inc O Stock (AFG) 0.1 $565k 4.1k 136.93
Hormel Foods Corp Stock (HRL) 0.1 $563k 18k 31.37
Booking Holdings Stock (BKNG) 0.1 $552k 111.00 4968.42
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $540k 14k 39.37
Huntington Bancshares Stock (HBAN) 0.1 $539k 33k 16.27
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $535k 9.3k 57.45
Yum! Brands Stock (YUM) 0.1 $526k 3.9k 134.16
Regeneron Pharmaceuticals Stock (REGN) 0.1 $519k 728.00 712.33
Royal Bank Of Canada Stock (RY) 0.1 $510k 4.2k 120.52
Royal Carribbean Cruises Stock (RCL) 0.1 $504k 2.2k 230.69
Ingredion Stock (INGR) 0.1 $502k 3.7k 137.57
Dominion Resources Stock (D) 0.1 $501k 9.3k 53.86
T-mobile Us Stock (TMUS) 0.1 $500k 2.3k 220.73
Eog Resources Stock (EOG) 0.1 $497k 4.1k 122.57
Marathon Pete Corp Stock (MPC) 0.1 $496k 3.6k 139.51
M & T Bk Corp Stock (MTB) 0.1 $494k 2.6k 188.01
Marsh & Mclennan Cos Stock (MMC) 0.1 $492k 2.3k 212.43
Kroger Stock (KR) 0.1 $492k 8.0k 61.15
Charles Schwab Corp Stock (SCHW) 0.1 $491k 6.6k 74.01
Boston Scientific Corp Stock (BSX) 0.1 $475k 5.3k 89.32
Ford Motor Company Stock (F) 0.1 $471k 48k 9.90
Capital One Financial Corp Stock (COF) 0.1 $466k 2.6k 178.34
Astrazeneca Plc- Spons Adr (AZN) 0.1 $463k 7.1k 65.52
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $463k 6.2k 74.69
British American Tobacco Adr (BTI) 0.1 $460k 13k 36.32
Firstenergy Corp Stock (FE) 0.1 $459k 12k 39.78
Docusign Stock (DOCU) 0.1 $458k 5.1k 89.94
Marriott Intl Stock (MAR) 0.1 $452k 1.6k 278.94
Trane Technologies Stock (TT) 0.1 $450k 1.2k 369.34
Synopsys Stock (SNPS) 0.1 $446k 919.00 485.36
Allison Transmission Hldgs Stock (ALSN) 0.1 $444k 4.1k 108.07
Centerpoint Energy Stock (CNP) 0.1 $441k 14k 31.73
Chipotle Mexican Grill Stock (CMG) 0.1 $441k 7.3k 60.30
Huntington Ingalls Inds Stock (HII) 0.1 $437k 2.3k 188.95
Ishares Dj Us Technology Etf (IYW) 0.1 $437k 2.7k 159.52
Simon Property Group Reit (SPG) 0.1 $436k 2.5k 172.19
Stanley Black & Decker Stock (SWK) 0.1 $425k 5.3k 80.28
Prologis Share Beneficial Int Reit (PLD) 0.1 $423k 4.0k 105.71
Agnico Eagle Mines Stock (AEM) 0.1 $422k 5.4k 78.21
Vanguard S&p 500 Etf Etf (VOO) 0.1 $420k 780.00 538.72
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $417k 4.7k 88.40
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $417k 15k 27.32
Bhp Group Adr (BHP) 0.1 $415k 8.5k 48.83
Southern Stock (SO) 0.1 $414k 5.0k 82.32
Cadence Design System Stock (CDNS) 0.1 $414k 1.4k 300.46
Fiserv Stock (FI) 0.1 $411k 2.0k 205.40
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $408k 3.9k 104.89
Factset Resh Sys Stock (FDS) 0.1 $408k 850.00 480.38
Moodys Corp Stock (MCO) 0.1 $408k 862.00 473.48
Sherwin Williams Stock (SHW) 0.1 $406k 1.2k 339.97
Lincoln Elec Hldgs Stock (LECO) 0.1 $400k 2.1k 187.50
Stryker Corp Stock (SYK) 0.1 $396k 1.1k 360.05
Principal Financial Group Stock (PFG) 0.1 $395k 5.1k 77.40
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.1 $392k 3.4k 115.23
Blackstone Group Stock (BX) 0.1 $390k 2.3k 172.42
Coca Cola Enterprise Stock (CCEP) 0.1 $386k 5.0k 76.81
Sei Investments Stock (SEIC) 0.1 $384k 4.7k 82.48
Xcel Energy Stock (XEL) 0.1 $384k 5.7k 67.52
Palo Alto Networks Stock (PANW) 0.1 $381k 2.1k 181.96
The Cigna Group Stock (CI) 0.1 $376k 1.4k 276.14
Devon Energy Corp Stock (DVN) 0.1 $374k 11k 32.73
Diageo Adr (DEO) 0.1 $374k 2.9k 127.15
Norfolk Southern Crp Stock (NSC) 0.1 $373k 1.6k 234.70
Altria Group Stock (MO) 0.1 $367k 7.0k 52.29
Arista Networks Stock (ANET) 0.1 $367k 3.3k 110.53
Sabre Corp Stock (SABR) 0.1 $365k 100k 3.65
Lam Research Corp Stock (LRCX) 0.1 $364k 5.0k 72.23
Belden Cdt Stock (BDC) 0.1 $363k 3.2k 112.61
Fedex Corp Stock (FDX) 0.1 $356k 1.3k 281.23
Ing Groep Nv Adr (ING) 0.1 $356k 23k 15.67
Health Care Reit Reit (WELL) 0.1 $351k 2.8k 126.03
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $348k 5.8k 59.73
Expeditors Intl Wash Stock (EXPD) 0.1 $348k 3.1k 110.77
First Finl Bancorp Oh Stock (FFBC) 0.1 $347k 13k 26.88
Kla-tencor Corp Stock (KLAC) 0.1 $346k 548.00 630.44
Relx Adr (RELX) 0.1 $341k 7.5k 45.42
Equinix Reit (EQIX) 0.1 $340k 360.00 943.94
Columbia Em Core Ex-china Etf Etf (XCEM) 0.1 $332k 11k 29.60
Aon Corp Stock (AON) 0.1 $331k 921.00 359.22
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $327k 3.8k 85.84
Zoom Communications Inc Cl A Stock (ZM) 0.1 $326k 4.0k 81.61
Omnicom Group Stock (OMC) 0.1 $326k 3.8k 86.04
Public Svc Enterprise Grp Stock (PEG) 0.1 $324k 3.8k 84.49
Ubs Ag New F Stock (UBS) 0.1 $322k 11k 30.32
Csx Corp Stock (CSX) 0.1 $322k 10k 32.27
Northrop Grumman Corp Stock (NOC) 0.1 $321k 684.00 469.15
Waste Management Stock (WM) 0.1 $318k 1.6k 201.79
Mckesson Corp Stock (MCK) 0.1 $318k 558.00 569.91
Block Inc Cl A Stock (XYZ) 0.1 $317k 3.7k 84.99
Emerson Elec Stock (EMR) 0.1 $314k 2.5k 123.93
Illumina Stock (ILMN) 0.1 $312k 2.3k 133.63
Smurfit Westrock Stock (SW) 0.1 $310k 5.8k 53.86
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $310k 2.4k 128.82
Gilead Sciences Stock (GILD) 0.0 $295k 3.2k 92.37
Comerica Stock (CMA) 0.0 $293k 4.7k 61.85
Ishares Russell 3000 Etf Etf (IWV) 0.0 $292k 872.00 334.25
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $290k 5.2k 55.66
Archer Daniels Midland Stock (ADM) 0.0 $290k 5.7k 50.52
Gogo Inc Com Usd0.0001 Stock (GOGO) 0.0 $283k 35k 8.09
Alibaba Group Hldg Adr (BABA) 0.0 $283k 3.3k 84.79
Gallagher Arthur J &co Stock (AJG) 0.0 $282k 994.00 283.85
Elevance Health Stock (ELV) 0.0 $281k 761.00 368.80
Macys Stock (M) 0.0 $280k 17k 16.93
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $277k 24k 11.72
Pinnacle Finl Partners Stock (PNFP) 0.0 $276k 2.4k 114.39
Travelers Companies Stock (TRV) 0.0 $274k 1.1k 240.89
Hilton Worldwide Hldgs Stock (HLT) 0.0 $274k 1.1k 247.16
Oneok Stock (OKE) 0.0 $272k 2.7k 100.40
General Mls Stock (GIS) 0.0 $270k 4.2k 63.77
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $270k 13k 21.13
Qifu Technology Inc American Dep Adr (QFIN) 0.0 $269k 7.0k 38.38
Coca Cola Femsa Sa Adr (KOF) 0.0 $268k 3.4k 77.89
Cameco Corp F Stock (CCJ) 0.0 $266k 5.2k 51.39
Workday Stock (WDAY) 0.0 $265k 1.0k 258.03
Ecolab Stock (ECL) 0.0 $264k 1.1k 234.35
Intercontinental Exchange Stock (ICE) 0.0 $256k 1.7k 149.05
Dupont De Nemours Stock (DD) 0.0 $255k 3.3k 76.25
Digital Realty Trust Reit (DLR) 0.0 $255k 1.4k 177.33
Cabot Oil & Gas Cp Stock (CTRA) 0.0 $255k 10k 25.54
V F Corp Stock (VFC) 0.0 $253k 12k 21.46
Fmc Corp Stock (FMC) 0.0 $243k 5.0k 48.61
Citigroup Stock (C) 0.0 $243k 3.4k 70.39
Ameriprise Finl Stock (AMP) 0.0 $240k 451.00 532.78
Microchip Technology Stock (MCHP) 0.0 $240k 4.2k 57.35
Ross Stores Stock (ROST) 0.0 $239k 1.6k 151.27
Sempra Energy Stock (SRE) 0.0 $232k 2.6k 87.73
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 0.0 $231k 3.3k 70.71
Crocs Stock (CROX) 0.0 $229k 2.1k 109.53
Ishares International Dividend Growth Etf Etf (IGRO) 0.0 $229k 3.4k 67.96
Crown Castle Intl Corp Reit (CCI) 0.0 $229k 2.5k 90.75
Ameren Corp Stock (AEE) 0.0 $228k 2.6k 89.14
Constellation Energy Corp Stock (CEG) 0.0 $226k 1.0k 223.71
Haleon Plc Spon Ads Adr (HLN) 0.0 $225k 24k 9.54
Gerdau Sa Spon Adr Rep P Adr (GGB) 0.0 $225k 78k 2.88
Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $224k 177.00 1267.28
Aflac Stock (AFL) 0.0 $224k 2.2k 103.44
Illinois Tool Wks Stock (ITW) 0.0 $224k 882.00 253.56
Colgate Palmolive Stock (CL) 0.0 $223k 2.4k 90.91
Cardinal Health Stock (CAH) 0.0 $222k 1.9k 118.25
Ge Healthcare Technologies Stock (GEHC) 0.0 $221k 2.8k 78.19
Autozone Inc Nev Stock (AZO) 0.0 $221k 69.00 3202.00
Columbia International Equity Income Etf Etf (INEQ) 0.0 $221k 7.5k 29.34
Micron Technology Stock (MU) 0.0 $221k 2.6k 84.16
Cummins Stock (CMI) 0.0 $219k 627.00 348.60
American Tower Corp Reit (AMT) 0.0 $218k 1.2k 183.39
Williams Cos Stock (WMB) 0.0 $218k 4.0k 54.12
Becton Dickinson & Co Stock (BDX) 0.0 $216k 950.00 226.87
Amcor Plc Ord Stock (AMCR) 0.0 $210k 22k 9.41
Zoetis Inc Cl A Stock (ZTS) 0.0 $209k 1.3k 162.93
Canadian Pacific Kansas City Stock (CP) 0.0 $207k 2.9k 72.37
Synchrony Financial Stock (SYF) 0.0 $206k 3.2k 65.00
Corteva Stock (CTVA) 0.0 $205k 3.6k 56.96
Vanguard Small Cap Etf Etf (VB) 0.0 $205k 853.00 240.28
Helmerich & Payne Stock (HP) 0.0 $201k 6.3k 32.02
Ase Technology Hldg Adr (ASX) 0.0 $197k 20k 10.07
Banco Santander Cent Hisp Adr (SAN) 0.0 $188k 41k 4.56
Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) 0.0 $184k 13k 14.49
Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.0 $173k 18k 9.72
Petroleo Brasileiro Sa Petrobras Adr (PBR) 0.0 $144k 11k 12.86
Viatris Stock (VTRS) 0.0 $125k 10k 12.45
Lloyds Tsb Group Adr (LYG) 0.0 $108k 40k 2.72
Fat Brands Inc Class A Stock (FAT) 0.0 $106k 20k 5.32
Mizuho Financial Group Adr (MFG) 0.0 $67k 14k 4.89
Chargepoint Holdings Inc Com Cl A Stock 0.0 $39k 36k 1.07
Digital Turbine Stock (APPS) 0.0 $32k 19k 1.69
Office Pptys Income Tr Com Shs Ben Int Reit (OPI) 0.0 $10k 10k 1.00