Legacy Financial Advisors

Legacy Financial Advisors as of March 31, 2025

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 362 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 10.7 $64M 804k 79.86
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 4.7 $28M 860k 32.59
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 4.2 $25M 204k 122.01
Wisdomtree Emerging Markets Ex-china Fund Etf (XC) 3.2 $19M 641k 29.71
Apple Stock (AAPL) 3.1 $18M 83k 222.13
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 3.0 $18M 217k 82.17
Natixis Gateway Quality Income Etf Etf (GQI) 2.8 $17M 330k 51.33
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 2.6 $16M 356k 43.90
Jpmorgan Municipal Etf Etf (JMUB) 2.5 $15M 305k 50.00
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 2.4 $15M 552k 26.35
Procter And Gamble Stock (PG) 2.3 $14M 80k 170.42
Microsoft Stock (MSFT) 2.1 $13M 34k 375.39
Ishares Core Dividend Growth Etf Etf (DGRO) 1.9 $12M 187k 61.78
Nvidia Corp Stock (NVDA) 1.8 $11M 102k 108.38
Jpmorgan Chase & Co Stock (JPM) 1.6 $9.3M 38k 245.30
Amazon.com Stock (AMZN) 1.2 $7.4M 39k 190.26
Meta Platforms Inc Cl A Stock (META) 1.1 $6.5M 11k 576.34
Ishares Core Msci Eafe Etf Etf (IEFA) 0.8 $4.9M 65k 75.65
Visa Stock (V) 0.8 $4.8M 14k 350.45
Google Stock (GOOGL) 0.7 $4.2M 27k 154.64
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.7 $4.2M 45k 92.79
Vanguard Total Stk Mkt Etf (VTI) 0.7 $4.2M 15k 274.84
Tesla Motors Stock (TSLA) 0.7 $4.1M 16k 259.15
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $3.9M 25k 156.23
Netflix Stock (NFLX) 0.7 $3.9M 4.2k 932.53
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $3.6M 6.8k 532.60
Exxon Mobil Corp Stock (XOM) 0.6 $3.5M 29k 118.93
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.5 $3.3M 59k 55.09
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.5 $3.2M 34k 93.66
Ishares S&p 500 Index Etf (IVV) 0.5 $3.1M 5.5k 561.90
Johnson & Johnson Stock (JNJ) 0.5 $3.0M 18k 165.84
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $3.0M 59k 50.83
Unitedhealth Group Stock (UNH) 0.5 $3.0M 5.7k 523.78
Pnc Finl Svcs Group Stock (PNC) 0.5 $2.8M 16k 175.77
Home Depot Stock (HD) 0.5 $2.8M 7.7k 366.47
Fifth Third Bancorp Stock (FITB) 0.5 $2.8M 71k 39.20
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.5 $2.7M 107k 25.22
Oracle Corporation Stock (ORCL) 0.4 $2.7M 19k 139.81
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.4 $2.6M 50k 51.55
Eli Lilly & Co Stock (LLY) 0.4 $2.5M 3.0k 825.86
Avago Technologies Stock (AVGO) 0.4 $2.5M 15k 167.43
Cisco Sys Stock (CSCO) 0.4 $2.4M 38k 61.71
Chevron Corp Stock (CVX) 0.4 $2.4M 14k 167.29
Walmart Stock (WMT) 0.4 $2.2M 25k 87.79
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $2.1M 41k 50.63
Mastercard Stock (MA) 0.3 $2.1M 3.8k 548.09
Abbvie Stock (ABBV) 0.3 $2.1M 9.9k 209.53
Amgen Stock (AMGN) 0.3 $2.1M 6.6k 311.53
Intl Business Machines Stock (IBM) 0.3 $2.0M 8.0k 248.66
Snap On Stock (SNA) 0.3 $2.0M 5.9k 336.99
Coca Cola Stock (KO) 0.3 $1.9M 27k 71.62
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $1.9M 29k 66.34
Texas Instrs Stock (TXN) 0.3 $1.8M 10k 179.70
Union Pac Corp Stock (UNP) 0.3 $1.8M 7.6k 236.23
Verizon Communications Stock (VZ) 0.3 $1.8M 39k 45.36
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $1.8M 21k 84.40
Salesforce Stock (CRM) 0.3 $1.7M 6.5k 268.37
Chicago Mercantile Hldgs Stock (CME) 0.3 $1.7M 6.5k 265.29
Fidelity Total Bond Etf Etf (FBND) 0.3 $1.7M 38k 45.65
Mcdonalds Corp Stock (MCD) 0.3 $1.7M 5.4k 312.35
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.7M 46k 36.90
Boeing Stock (BA) 0.3 $1.7M 9.8k 170.54
Costco Wholesale Corp Stock (COST) 0.3 $1.6M 1.7k 945.51
Bank America Corp Stock (BAC) 0.3 $1.6M 39k 41.73
Dimensional International Value Etf Etf (DFIV) 0.3 $1.6M 41k 39.36
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $1.6M 2.8k 559.48
Truist Finl Corp Stock (TFC) 0.3 $1.5M 37k 41.15
Novartis Adr (NVS) 0.3 $1.5M 14k 111.48
Vertex Pharmaceuticals In Stock (VRTX) 0.3 $1.5M 3.1k 484.82
Cintas Corp Stock (CTAS) 0.2 $1.5M 7.2k 205.53
Philip Morris Intl Stock (PM) 0.2 $1.5M 9.3k 158.74
Progressive Corp Stock (PGR) 0.2 $1.4M 5.1k 283.01
3M Stock (MMM) 0.2 $1.4M 9.7k 146.86
Ge Aerospace Stock (GE) 0.2 $1.4M 7.1k 200.16
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $1.4M 28k 49.62
Abbott Labs Stock (ABT) 0.2 $1.4M 10k 132.65
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $1.4M 8.3k 166.00
Us Bancorp Del Stock (USB) 0.2 $1.3M 32k 42.22
Entergy Corp Stock (ETR) 0.2 $1.3M 16k 85.49
Wells Fargo Stock (WFC) 0.2 $1.3M 18k 71.79
Disney Walt Stock (DIS) 0.2 $1.3M 13k 98.70
Motorola Solutions Stock (MSI) 0.2 $1.3M 2.9k 437.79
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.2 $1.3M 18k 69.44
Medtronic Stock (MDT) 0.2 $1.2M 14k 89.86
Pepsico Stock (PEP) 0.2 $1.2M 8.2k 149.93
General Dynamics Corp Stock (GD) 0.2 $1.2M 4.5k 272.59
Qualcomm Stock (QCOM) 0.2 $1.2M 7.9k 153.60
Invesco S&p International Developed High Quality Etf Etf (IDHQ) 0.2 $1.2M 41k 29.94
Starbucks Corp Stock (SBUX) 0.2 $1.2M 12k 98.09
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $1.2M 3.9k 312.00
Automatic Data Processing Stock (ADP) 0.2 $1.2M 3.9k 305.53
United Parcel Service Stock (UPS) 0.2 $1.2M 11k 109.99
Pfizer Stock (PFE) 0.2 $1.1M 45k 25.34
Thermo Fisher Scientific Stock (TMO) 0.2 $1.1M 2.3k 497.62
Intuitive Surgical Stock (ISRG) 0.2 $1.1M 2.3k 495.27
Royal Dutch Shell Plc- Adr (SHEL) 0.2 $1.1M 15k 73.28
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.2 $1.1M 27k 40.70
Dimensional International Small Cap Value Etf Etf (DISV) 0.2 $1.1M 37k 29.12
Rtx Corporation Stock (RTX) 0.2 $1.1M 8.1k 132.46
Tjx Cos Stock (TJX) 0.2 $1.1M 8.8k 121.80
Cullen Frost Bankers Stock (CFR) 0.2 $1.0M 8.4k 125.21
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.2 $1.0M 11k 95.48
Autodesk Stock (ADSK) 0.2 $1.0M 3.8k 261.77
At&t Stock (T) 0.2 $1.0M 35k 28.28
Asml Holding N V N Y Registry Adr (ASML) 0.2 $990k 1.5k 662.44
Hillman Solutions Corp Stock (HLMN) 0.2 $989k 113k 8.79
Hsbc Holdings Plc Spons Adr (HSBC) 0.2 $981k 17k 57.43
Unilever Adr 0.2 $971k 16k 59.55
Goldman Sachs Group Stock (GS) 0.2 $968k 1.8k 546.17
Nike Inc Class B Stock (NKE) 0.2 $953k 15k 63.48
Sony Group Corp Adr (SONY) 0.2 $917k 36k 25.39
Hess Corp Stock (HES) 0.2 $914k 5.7k 159.72
Linde Stock (LIN) 0.2 $909k 2.0k 465.69
Intel Corp Stock (INTC) 0.2 $901k 40k 22.71
Alibaba Group Hldg Adr (BABA) 0.1 $871k 6.6k 132.22
Monster Beverage Corp Stock (MNST) 0.1 $867k 15k 58.52
Astrazeneca Plc- Spons Adr 0.1 $863k 12k 73.50
Lowes Cos Stock (LOW) 0.1 $855k 3.7k 233.22
Realty Income Corp Reit (O) 0.1 $854k 15k 58.01
Analog Devices Stock (ADI) 0.1 $851k 4.2k 201.67
Spdr Gold Etf Etf (GLD) 0.1 $845k 2.9k 288.11
Sap Aktiengesellschaft Adr (SAP) 0.1 $844k 3.1k 268.44
Toyota Motor Corp Ads Adr (TM) 0.1 $834k 4.7k 176.54
Chubb Stock (CB) 0.1 $824k 2.7k 302.02
Allstate Corp Stock (ALL) 0.1 $818k 4.0k 207.09
Bristol-myers Squibb Stock (BMY) 0.1 $816k 13k 60.99
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $813k 2.6k 308.88
Deere & Co Stock (DE) 0.1 $812k 1.7k 469.26
Total Sa Adr 0.1 $811k 13k 64.69
American Express Stock (AXP) 0.1 $810k 3.0k 269.06
Nextera Energy Stock (NEE) 0.1 $806k 11k 70.89
BP Adr (BP) 0.1 $795k 24k 33.79
Black Hills Corp Stock (BKH) 0.1 $794k 13k 60.65
Intuit Stock (INTU) 0.1 $791k 1.3k 613.99
Phillips 66 Stock (PSX) 0.1 $791k 6.4k 123.48
Lockheed Martin Corp Stock (LMT) 0.1 $789k 1.8k 446.65
Honeywell Intl Stock (HON) 0.1 $787k 3.7k 211.75
Quest Diagnostics Stock (DGX) 0.1 $786k 4.6k 169.20
Adobe Sys Stock (ADBE) 0.1 $774k 2.0k 383.53
Enbridge Stock (ENB) 0.1 $771k 17k 44.31
Duke Energy Corp Stock (DUK) 0.1 $741k 6.1k 121.98
Merck & Co Stock (MRK) 0.1 $737k 8.2k 89.76
Service Now Stock (NOW) 0.1 $735k 923.00 796.14
O Reilly Automotive Stock (ORLY) 0.1 $727k 507.00 1433.15
Dover Corp Stock (DOV) 0.1 $726k 4.1k 175.68
Cencora Stock (COR) 0.1 $717k 2.6k 278.12
Invesco International Dividend Achievers Etf Etf (PID) 0.1 $716k 38k 19.07
Paychex Stock (PAYX) 0.1 $713k 4.6k 154.28
Caterpillar Stock (CAT) 0.1 $711k 2.2k 329.81
Air Prods & Chems Stock (APD) 0.1 $710k 2.4k 294.87
Morgan Stanley Stock (MS) 0.1 $701k 6.0k 116.66
Eaton Corp Stock (ETN) 0.1 $691k 2.5k 271.85
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.1 $682k 7.4k 91.52
United States Stl Corp Stock 0.1 $682k 16k 42.26
S&p Global Stock (SPGI) 0.1 $678k 1.3k 508.23
Henry Jack & Assoc Stock (JKHY) 0.1 $673k 3.7k 182.60
Yum! Brands Stock (YUM) 0.1 $655k 4.2k 157.37
Applied Matls Stock (AMAT) 0.1 $647k 4.5k 145.12
Ge Vernova Stock (GEV) 0.1 $643k 2.1k 305.28
Parker-hannifin Corp Stock (PH) 0.1 $640k 1.1k 608.00
C H Robinson Worldwide Stock (CHRW) 0.1 $639k 6.2k 102.40
Blackrock Stock (BLK) 0.1 $635k 671.00 946.85
T-mobile Us Stock (TMUS) 0.1 $631k 2.4k 266.71
Regeneron Pharmaceuticals Stock (REGN) 0.1 $629k 992.00 634.24
Kimball Electronics Stock (KE) 0.1 $626k 38k 16.45
Exact Sciences Corp Stock (EXAS) 0.1 $617k 14k 43.29
Conocophillips Stock (COP) 0.1 $612k 5.8k 105.03
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $610k 4.8k 127.08
Rio Tinto Adr (RIO) 0.1 $594k 9.9k 60.08
T Rowe Price Group Stock (TROW) 0.1 $591k 6.4k 91.86
British American Tobacco Adr (BTI) 0.1 $589k 14k 41.37
Charles Schwab Corp Stock (SCHW) 0.1 $572k 7.3k 78.28
Marsh & Mclennan Cos Stock 0.1 $572k 2.3k 244.05
Capital One Financial Corp Stock (COF) 0.1 $571k 3.2k 179.31
Eastman Chemical Stock (EMN) 0.1 $566k 6.4k 88.12
Boston Scientific Corp Stock (BSX) 0.1 $563k 5.6k 100.88
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $562k 14k 40.49
Dominion Resources Stock (D) 0.1 $551k 9.8k 56.07
Kroger Stock (KR) 0.1 $551k 8.1k 67.69
Paypal Hldgs Stock (PYPL) 0.1 $550k 8.4k 65.25
American Finl Group Inc O Stock (AFG) 0.1 $541k 4.1k 131.34
Booking Holdings Stock (BKNG) 0.1 $539k 117.00 4606.91
Reinsurance Grp Of America Stock (RGA) 0.1 $538k 2.7k 196.91
Advanced Micro Devices Stock (AMD) 0.1 $536k 5.2k 102.74
Eog Resources Stock (EOG) 0.1 $534k 4.2k 128.23
Hormel Foods Corp Stock (HRL) 0.1 $524k 17k 30.94
Marathon Pete Corp Stock (MPC) 0.1 $523k 3.6k 145.70
Uber Technologies Stock (UBER) 0.1 $521k 7.1k 72.86
Clorox Co Del Stock (CLX) 0.1 $515k 3.5k 147.24
Centerpoint Energy Stock (CNP) 0.1 $510k 14k 36.23
Ford Motor Company Stock (F) 0.1 $508k 51k 10.03
Agnico Eagle Mines Stock (AEM) 0.1 $505k 4.7k 108.41
Huntington Bancshares Stock (HBAN) 0.1 $503k 34k 15.01
Southern Stock (SO) 0.1 $499k 5.4k 91.95
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $496k 9.5k 52.41
Prologis Share Beneficial Int Reit (PLD) 0.1 $495k 4.4k 111.80
Fiserv Stock (FI) 0.1 $494k 2.2k 220.81
Huntington Ingalls Inds Stock (HII) 0.1 $493k 2.4k 204.03
Ing Groep Nv Adr (ING) 0.1 $490k 25k 19.59
Ingredion Stock (INGR) 0.1 $477k 3.5k 135.19
M & T Bk Corp Stock (MTB) 0.1 $476k 2.7k 178.75
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $471k 6.1k 77.67
Moodys Corp Stock (MCO) 0.1 $467k 1.0k 465.78
Royal Carribbean Cruises Stock (RCL) 0.1 $466k 2.3k 205.44
Firstenergy Corp Stock (FE) 0.1 $466k 12k 40.42
Royal Bank Of Canada Stock (RY) 0.1 $461k 4.1k 112.73
Whirlpool Corp Stock (WHR) 0.1 $461k 5.1k 90.12
The Cigna Group Stock (CI) 0.1 $461k 1.4k 329.00
Dow Stock (DOW) 0.1 $459k 13k 34.92
Lam Research Corp Stock (LRCX) 0.1 $459k 6.3k 72.70
Health Care Reit Reit (WELL) 0.1 $455k 3.0k 153.22
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $452k 7.7k 58.35
Kla-tencor Corp Stock (KLAC) 0.1 $448k 658.00 680.09
Columbia Em Core Ex-china Etf Etf (XCEM) 0.1 $446k 15k 29.54
Stryker Corp Stock (SYK) 0.1 $446k 1.2k 372.25
Robert Half Stock (RHI) 0.1 $434k 8.0k 54.55
Xcel Energy Stock (XEL) 0.1 $434k 6.1k 70.79
Altria Group Stock (MO) 0.1 $431k 7.2k 60.02
Synopsys Stock (SNPS) 0.1 $426k 993.00 428.85
Coca Cola Enterprise Stock (CCEP) 0.1 $425k 4.9k 87.03
Sherwin Williams Stock (SHW) 0.1 $423k 1.2k 349.23
Cleanspark Stock (CLSK) 0.1 $421k 63k 6.72
Trane Technologies Stock (TT) 0.1 $421k 1.3k 336.91
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $419k 6.2k 67.85
Principal Financial Group Stock (PFG) 0.1 $416k 4.9k 84.37
Expeditors Intl Wash Stock (EXPD) 0.1 $416k 3.5k 120.25
Stanley Black & Decker Stock (SWK) 0.1 $414k 5.4k 76.88
Docusign Stock (DOCU) 0.1 $413k 5.1k 81.40
Palo Alto Networks Stock (PANW) 0.1 $412k 2.4k 170.64
Gilead Sciences Stock (GILD) 0.1 $410k 3.7k 112.05
Devon Energy Corp Stock (DVN) 0.1 $407k 11k 37.40
Relx Adr (RELX) 0.1 $402k 8.0k 50.41
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $401k 4.7k 85.07
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $401k 14k 27.96
Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.1 $400k 4.0k 100.00
Norfolk Southern Crp Stock (NSC) 0.1 $399k 1.7k 236.85
Gallagher Arthur J &co Stock (AJG) 0.1 $398k 1.2k 345.24
Lincoln Elec Hldgs Stock (LECO) 0.1 $398k 2.1k 189.20
Marriott Intl Stock (MAR) 0.1 $397k 1.7k 238.20
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.1 $394k 7.7k 51.49
Vanguard S&p 500 Etf Etf (VOO) 0.1 $394k 766.00 513.91
Factset Resh Sys Stock (FDS) 0.1 $391k 860.00 454.75
Waste Management Stock (WM) 0.1 $389k 1.7k 231.51
Simon Property Group Reit (SPG) 0.1 $388k 2.3k 166.06
Aon Corp Stock (AON) 0.1 $386k 966.00 399.15
Ishares Dj Us Technology Etf (IYW) 0.1 $385k 2.7k 140.44
Ubs Ag New F Stock (UBS) 0.1 $383k 13k 30.63
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $381k 3.9k 97.95
Mckesson Corp Stock (MCK) 0.1 $374k 556.00 672.99
Allison Transmission Hldgs Stock (ALSN) 0.1 $371k 3.9k 95.68
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.1 $366k 27k 13.63
Citigroup Stock (C) 0.1 $365k 5.1k 70.99
Elevance Health Stock (ELV) 0.1 $364k 837.00 434.86
Sentinelone Inc Cl A Stock (S) 0.1 $364k 20k 18.18
Sei Investments Stock (SEIC) 0.1 $361k 4.6k 77.62
Northrop Grumman Corp Stock (NOC) 0.1 $361k 705.00 511.87
Danaher Corp Stock (DHR) 0.1 $353k 1.7k 204.94
Coca Cola Femsa Sa Adr (KOF) 0.1 $344k 3.8k 91.29
Diageo Adr (DEO) 0.1 $343k 3.3k 104.80
Public Svc Enterprise Grp Stock (PEG) 0.1 $333k 4.0k 82.30
Cadence Design System Stock (CDNS) 0.1 $330k 1.3k 254.33
Belden Cdt Stock (BDC) 0.1 $323k 3.2k 100.25
First Finl Bancorp Oh Stock (FFBC) 0.1 $322k 13k 24.98
Optical Cable Corp Stock (OCC) 0.1 $321k 115k 2.79
Fedex Corp Stock (FDX) 0.1 $319k 1.3k 243.71
Qifu Technology Inc American Dep Adr (QFIN) 0.1 $314k 7.0k 44.91
Travelers Companies Stock (TRV) 0.1 $308k 1.2k 264.46
Chipotle Mexican Grill Stock (CMG) 0.1 $305k 6.1k 50.21
Bank New York Mellon Corp Stock (BK) 0.1 $303k 3.6k 83.88
Gogo Inc Com Usd0.0001 Stock (GOGO) 0.1 $302k 35k 8.62
American Tower Corp Reit (AMT) 0.1 $301k 1.4k 217.58
Omnicom Group Stock (OMC) 0.0 $299k 3.6k 82.92
Intercontinental Exchange Stock (ICE) 0.0 $297k 1.7k 172.54
Ecolab Stock (ECL) 0.0 $297k 1.2k 253.55
Zoom Communications Inc Cl A Stock (ZM) 0.0 $295k 4.0k 73.77
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $290k 2.8k 104.55
Crown Castle Intl Corp Reit (CCI) 0.0 $289k 2.8k 104.22
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $288k 2.4k 121.91
Cabot Oil & Gas Cp Stock (CTRA) 0.0 $287k 9.9k 28.90
Sanofi Sa Adr (SNY) 0.0 $285k 5.1k 55.46
Equinix Reit (EQIX) 0.0 $284k 348.00 816.29
Hilton Worldwide Hldgs Stock (HLT) 0.0 $283k 1.2k 227.55
Autozone Inc Nev Stock (AZO) 0.0 $282k 74.00 3812.78
Micron Technology Stock (MU) 0.0 $282k 3.2k 86.89
Sabre Corp Stock (SABR) 0.0 $281k 100k 2.81
Archer Daniels Midland Stock (ADM) 0.0 $280k 5.8k 48.01
GSK Adr (GSK) 0.0 $274k 7.1k 38.74
Banco Santander Cent Hisp Adr (SAN) 0.0 $273k 41k 6.70
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $272k 3.5k 78.28
Ishares Russell 3000 Etf Etf (IWV) 0.0 $270k 849.00 317.64
Comerica Stock 0.0 $269k 4.6k 59.06
Haleon Plc Spon Ads Adr (HLN) 0.0 $267k 26k 10.29
Ameren Corp Stock (AEE) 0.0 $263k 2.6k 100.40
Oneok Stock (OKE) 0.0 $262k 2.6k 99.22
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $262k 5.1k 51.07
Cvs Health Corp Stock (CVS) 0.0 $260k 3.8k 67.75
Becton Dickinson & Co Stock (BDX) 0.0 $259k 1.1k 229.06
Cardinal Health Stock (CAH) 0.0 $259k 1.9k 137.78
Barrick Gold Corp F Stock (B) 0.0 $258k 13k 19.44
Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) 0.0 $256k 17k 15.46
Ishares Silver Trust Etf Etf (SLV) 0.0 $256k 8.2k 30.99
Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $253k 183.00 1383.29
Blackstone Group Stock (BX) 0.0 $253k 1.8k 139.78
Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.0 $250k 18k 13.62
Cleveland-cliffs Stock (CLF) 0.0 $250k 30k 8.22
Pinnacle Finl Partners Stock 0.0 $250k 2.4k 106.04
General Mls Stock (GIS) 0.0 $249k 4.2k 59.79
Roper Technologies Stock (ROP) 0.0 $249k 422.00 589.35
Illinois Tool Wks Stock (ITW) 0.0 $248k 1.0k 248.01
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $248k 12k 21.18
Workday Stock (WDAY) 0.0 $247k 1.1k 233.53
Colgate Palmolive Stock (CL) 0.0 $246k 2.6k 93.70
Columbia International Equity Income Etf Etf (INEQ) 0.0 $244k 7.5k 32.41
Williams Cos Stock (WMB) 0.0 $242k 4.1k 59.76
Consolidated Edison Stock (ED) 0.0 $242k 2.2k 110.59
Aflac Stock (AFL) 0.0 $241k 2.2k 111.19
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.0 $240k 1.5k 160.52
Nxp Semiconductors Nv Stock (NXPI) 0.0 $240k 1.3k 190.06
Arista Networks Stock (ANET) 0.0 $239k 3.1k 77.48
Csx Corp Stock (CSX) 0.0 $239k 8.1k 29.43
Digital Realty Trust Reit (DLR) 0.0 $239k 1.7k 143.29
Corteva Stock (CTVA) 0.0 $237k 3.8k 62.93
Alcon Ag Ord Stock (ALC) 0.0 $235k 2.5k 94.93
Bank Of Montreal Stock (BMO) 0.0 $228k 2.4k 95.51
Ge Healthcare Technologies Stock (GEHC) 0.0 $227k 2.8k 80.72
Eqt Corp Stock (EQT) 0.0 $226k 4.2k 53.43
Vanguard Mid Cap Etf (VO) 0.0 $226k 872.00 258.57
Ishares International Dividend Growth Etf Etf (IGRO) 0.0 $225k 3.1k 72.44
American Elec Pwr Stock (AEP) 0.0 $224k 2.0k 109.26
Crocs Stock (CROX) 0.0 $223k 2.1k 106.20
Gerdau Sa Spon Adr Rep P Adr (GGB) 0.0 $222k 78k 2.84
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.0 $220k 4.3k 51.50
Fmc Corp Stock (FMC) 0.0 $219k 5.2k 42.19
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) 0.0 $219k 6.1k 35.67
Amcor Plc Ord Stock 0.0 $218k 23k 9.70
Dupont De Nemours Stock (DD) 0.0 $216k 2.9k 74.69
Netease.com Adr (NTES) 0.0 $216k 2.1k 102.92
Baker Hughes Stock (BKR) 0.0 $216k 4.9k 43.95
Ameriprise Finl Stock (AMP) 0.0 $214k 442.00 484.44
Cbre Group Inc A Stock (CBRE) 0.0 $214k 1.6k 130.75
Canadian Natl Ry Stock (CNI) 0.0 $214k 2.2k 97.45
Emerson Elec Stock (EMR) 0.0 $214k 1.9k 109.64
Cummins Stock (CMI) 0.0 $212k 676.00 313.44
Toronto Dominion Bank Stock (TD) 0.0 $210k 3.5k 59.94
Canadian Pacific Kansas City Stock (CP) 0.0 $209k 3.0k 70.21
Macys Stock (M) 0.0 $208k 17k 12.56
Republic Services Stock (RSG) 0.0 $205k 848.00 242.16
Kohls Corp Stock (KSS) 0.0 $205k 25k 8.18
Hartford Finl Svcs Group Stock (HIG) 0.0 $202k 1.6k 123.74
Block Inc Cl A Stock (XYZ) 0.0 $200k 3.7k 54.33
V F Corp Stock (VFC) 0.0 $181k 12k 15.52
Ase Technology Hldg Adr (ASX) 0.0 $181k 21k 8.76
Barclays Adr (BCS) 0.0 $156k 10k 15.36
Lloyds Tsb Group Adr (LYG) 0.0 $116k 30k 3.82
Discovery Hldg Stock (WBD) 0.0 $110k 10k 10.73
Mizuho Financial Group Adr (MFG) 0.0 $91k 16k 5.51
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $89k 16k 5.50
Nokia Corp Adr (NOK) 0.0 $68k 13k 5.27
Fat Brands Inc Class A Stock (FATAQ) 0.0 $58k 20k 2.88
Digital Turbine Stock (APPS) 0.0 $52k 19k 2.71
Chargepoint Holdings Inc Com Cl A Stock 0.0 $22k 36k 0.60
Office Pptys Income Tr Com Shs Ben Int Reit (OPITQ) 0.0 $4.6k 10k 0.46