McKinley Carter Wealth Services

McKinley Carter Wealth Services as of Dec. 31, 2021

Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 288 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.9 $106M 2.1M 51.06
Ishares Tr Core Us Aggbd Et (AGG) 6.0 $81M 708k 114.08
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.1 $68M 1.3M 53.88
Ishares Tr Rus 1000 Etf (IWB) 4.7 $63M 239k 264.43
Ishares Tr Msci Usa Mmentm (MTUM) 3.5 $47M 260k 181.82
Ishares Tr Core S&p500 Etf (IVV) 3.5 $47M 98k 476.99
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $44M 279k 156.63
Ishares Tr Core Msci Eafe (IEFA) 3.1 $42M 561k 74.64
Ark Etf Tr Innovation Etf (ARKK) 2.2 $29M 307k 94.59
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $26M 230k 114.51
Apple (AAPL) 1.9 $26M 143k 177.57
Ishares Tr Rus 2000 Val Etf (IWN) 1.9 $25M 152k 166.05
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.8 $24M 319k 73.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $24M 429k 54.91
Ishares Tr National Mun Etf (MUB) 1.7 $23M 196k 116.28
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $21M 69k 305.59
Ishares Msci Emrg Chn (EMXC) 1.5 $20M 327k 60.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $16M 401k 38.87
Microsoft Corporation (MSFT) 1.1 $14M 43k 336.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $14M 97k 145.56
Ishares Core Msci Emkt (IEMG) 1.0 $13M 221k 59.86
Ishares Tr Russell 2000 Etf (IWM) 0.9 $12M 54k 222.44
Ishares Tr Tips Bd Etf (TIP) 0.8 $11M 88k 129.20
Intuit (INTU) 0.8 $11M 18k 643.25
Accenture Plc Ireland Shs Class A (ACN) 0.8 $11M 27k 414.55
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $11M 89k 122.38
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $11M 402k 26.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.8 $11M 91k 115.22
Alphabet Cap Stk Cl A (GOOGL) 0.8 $10M 3.6k 2896.93
Costco Wholesale Corporation (COST) 0.8 $10M 18k 567.69
Ishares Tr Usd Inv Grde Etf (USIG) 0.8 $10M 173k 59.74
Home Depot (HD) 0.8 $10M 25k 415.00
Thermo Fisher Scientific (TMO) 0.7 $8.9M 13k 667.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $8.8M 31k 283.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $8.6M 102k 84.75
Starbucks Corporation (SBUX) 0.6 $8.2M 70k 116.97
Vanguard Index Fds Growth Etf (VUG) 0.6 $8.1M 25k 320.91
UnitedHealth (UNH) 0.6 $8.0M 16k 502.15
Ishares Tr Mbs Etf (MBB) 0.6 $8.0M 74k 107.43
O'reilly Automotive (ORLY) 0.6 $7.4M 10k 706.24
Qualcomm (QCOM) 0.5 $7.3M 40k 182.88
Tractor Supply Company (TSCO) 0.5 $7.3M 30k 238.60
Abbott Laboratories (ABT) 0.5 $7.2M 51k 140.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $7.0M 39k 178.84
Waste Management (WM) 0.5 $6.8M 41k 166.90
Lauder Estee Cos Cl A (EL) 0.5 $6.6M 18k 370.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $6.5M 158k 41.49
S&p Global (SPGI) 0.5 $6.4M 14k 471.90
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $6.2M 47k 132.53
Jacobs Engineering 0.5 $6.2M 44k 139.22
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $6.2M 110k 55.83
Mastercard Incorporated Cl A (MA) 0.5 $6.1M 17k 359.29
TJX Companies (TJX) 0.5 $6.1M 80k 75.91
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $5.7M 55k 104.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $5.4M 109k 49.46
Caci Intl Cl A (CACI) 0.4 $5.3M 20k 269.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $5.3M 31k 167.93
Broadcom (AVGO) 0.4 $5.2M 7.8k 665.39
Fiserv (FI) 0.4 $5.2M 50k 103.79
CarMax (KMX) 0.4 $4.9M 38k 130.23
Procter & Gamble Company (PG) 0.4 $4.9M 30k 163.57
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $4.8M 17k 281.79
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $4.4M 32k 138.80
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $4.4M 41k 107.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.3M 11k 397.85
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $4.3M 137k 31.18
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $4.2M 84k 50.43
Global Payments (GPN) 0.3 $3.9M 29k 135.19
Stanley Black & Decker (SWK) 0.3 $3.7M 20k 188.62
Linde SHS 0.3 $3.7M 11k 346.42
Ishares Tr Broad Usd High (USHY) 0.3 $3.7M 89k 41.19
JPMorgan Chase & Co. (JPM) 0.3 $3.6M 23k 158.33
Pfizer (PFE) 0.3 $3.6M 62k 59.04
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $3.4M 62k 55.16
Pepsi (PEP) 0.3 $3.4M 19k 173.73
McDonald's Corporation (MCD) 0.2 $3.3M 12k 268.03
First Tr Value Line Divid In SHS (FVD) 0.2 $3.3M 77k 43.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $3.3M 40k 83.01
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $3.1M 11k 293.02
Lowe's Companies (LOW) 0.2 $3.1M 12k 258.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.9M 80k 36.49
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $2.9M 27k 107.91
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.9M 11k 254.78
Vanguard Index Fds Value Etf (VTV) 0.2 $2.8M 19k 147.12
Johnson & Johnson (JNJ) 0.2 $2.7M 16k 171.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.7M 23k 116.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.6M 5.6k 474.94
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.2 $2.6M 15k 180.02
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $2.6M 16k 161.96
Abbvie (ABBV) 0.2 $2.6M 19k 135.38
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $2.5M 71k 35.33
Cisco Systems (CSCO) 0.2 $2.5M 39k 63.37
Target Corporation (TGT) 0.2 $2.5M 11k 231.43
Automatic Data Processing (ADP) 0.2 $2.5M 10k 246.61
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.4M 19k 128.69
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $2.4M 12k 199.87
Mvb Financial (MVBF) 0.2 $2.3M 56k 41.52
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.3M 21k 110.29
Ishares Em Mkts Div Etf (DVYE) 0.2 $2.3M 59k 38.50
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.2 $2.3M 35k 64.74
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $2.2M 68k 32.98
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $2.1M 32k 66.47
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $2.1M 26k 79.47
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $2.1M 19k 109.06
Lockheed Martin Corporation (LMT) 0.1 $2.0M 5.6k 355.36
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.0M 8.6k 225.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M 12k 162.75
Coca-Cola Company (KO) 0.1 $1.9M 33k 59.20
Texas Instruments Incorporated (TXN) 0.1 $1.9M 10k 188.48
Chevron Corporation (CVX) 0.1 $1.9M 16k 117.37
Us Bancorp Del Com New (USB) 0.1 $1.9M 34k 56.16
Meta Platforms Cl A (META) 0.1 $1.8M 5.5k 336.39
Caterpillar (CAT) 0.1 $1.8M 8.8k 206.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.8M 3.4k 517.54
Air Products & Chemicals (APD) 0.1 $1.7M 5.7k 304.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.7M 59k 29.63
Southern Company (SO) 0.1 $1.7M 25k 68.59
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M 21k 78.68
T. Rowe Price (TROW) 0.1 $1.5M 7.9k 196.65
3M Company (MMM) 0.1 $1.5M 8.6k 177.65
Intel Corporation (INTC) 0.1 $1.5M 29k 51.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.5M 6.2k 241.39
Realty Income (O) 0.1 $1.5M 21k 71.57
At&t (T) 0.1 $1.5M 60k 24.60
Verizon Communications (VZ) 0.1 $1.5M 28k 51.98
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.4M 29k 49.74
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.4M 6.4k 226.08
Ecolab (ECL) 0.1 $1.4M 6.0k 234.61
Amazon (AMZN) 0.1 $1.4M 423.00 3333.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.4M 3.2k 436.51
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.4M 14k 98.18
Walt Disney Company (DIS) 0.1 $1.4M 8.8k 154.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M 22k 61.28
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $1.3M 33k 39.49
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $1.3M 33k 38.89
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.3M 26k 48.85
United Bankshares (UBSI) 0.1 $1.2M 34k 36.27
Medtronic SHS (MDT) 0.1 $1.2M 12k 103.44
Nextera Energy (NEE) 0.1 $1.2M 13k 93.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.2M 14k 83.65
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $1.1M 6.4k 175.15
Danaher Corporation (DHR) 0.1 $1.0M 3.1k 328.96
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $1.0M 18k 57.10
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $969k 13k 72.84
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $957k 11k 84.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $942k 8.3k 113.84
Visa Com Cl A (V) 0.1 $904k 4.2k 216.73
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $898k 27k 33.58
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $895k 7.8k 114.95
Ishares Tr Msci Usa Value (VLUE) 0.1 $884k 8.1k 109.42
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $884k 32k 27.30
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $852k 7.8k 108.62
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $852k 11k 80.90
Adobe Systems Incorporated (ADBE) 0.1 $849k 1.5k 567.13
Nike CL B (NKE) 0.1 $837k 5.0k 166.73
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $824k 8.9k 92.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $819k 2.7k 298.91
Tesla Motors (TSLA) 0.1 $817k 773.00 1056.92
Edwards Lifesciences (EW) 0.1 $816k 6.3k 129.63
Roper Industries (ROP) 0.1 $797k 1.6k 491.98
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $792k 4.6k 173.46
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $778k 7.4k 105.81
Prologis (PLD) 0.1 $775k 4.6k 168.30
Merck & Co (MRK) 0.1 $763k 10k 76.65
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $750k 3.9k 191.47
Comcast Corp Cl A (CMCSA) 0.1 $739k 15k 50.31
Wal-Mart Stores (WMT) 0.1 $720k 5.0k 144.75
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $678k 16k 43.33
Blackstone Group Inc Com Cl A (BX) 0.1 $675k 5.2k 129.31
Ishares Esg Awr Msci Em (ESGE) 0.0 $658k 17k 39.77
Select Sector Spdr Tr Technology (XLK) 0.0 $633k 3.6k 173.81
Sherwin-Williams Company (SHW) 0.0 $627k 1.8k 352.25
Life Storage Inc reit 0.0 $625k 4.1k 153.11
Broadstone Net Lease (BNL) 0.0 $612k 25k 24.82
Alphabet Cap Stk Cl C (GOOG) 0.0 $608k 210.00 2895.24
Progressive Corporation (PGR) 0.0 $597k 5.8k 102.59
Ishares Tr Core Div Grwth (DGRO) 0.0 $592k 11k 55.61
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $590k 6.8k 87.03
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $582k 23k 25.66
CSX Corporation (CSX) 0.0 $581k 16k 37.57
Cintas Corporation (CTAS) 0.0 $578k 1.3k 442.91
Eli Lilly & Co. (LLY) 0.0 $566k 2.0k 276.37
Wisdomtree Tr Us Divid Ex Fncl (AIVL) 0.0 $561k 5.5k 101.21
Exxon Mobil Corporation (XOM) 0.0 $559k 9.1k 61.21
Zoetis Cl A (ZTS) 0.0 $558k 2.3k 244.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $556k 6.9k 80.78
Paychex (PAYX) 0.0 $543k 4.0k 136.50
Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $531k 14k 38.83
DTE Energy Company (DTE) 0.0 $516k 4.3k 119.64
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $506k 7.0k 72.49
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.0 $505k 14k 35.69
Packaging Corporation of America (PKG) 0.0 $498k 3.7k 136.03
Eversource Energy (ES) 0.0 $480k 5.3k 90.89
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $475k 9.2k 51.59
Duke Energy Corp Com New (DUK) 0.0 $475k 4.5k 104.81
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $472k 8.1k 58.42
Vanguard World Fds Materials Etf (VAW) 0.0 $467k 2.4k 196.88
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $459k 9.2k 49.69
Norfolk Southern (NSC) 0.0 $456k 1.5k 297.46
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.0 $452k 14k 33.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $451k 1.00 451000.00
Oracle Corporation (ORCL) 0.0 $442k 5.1k 87.15
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $441k 2.6k 171.93
Hca Holdings (HCA) 0.0 $436k 1.7k 257.08
Colgate-Palmolive Company (CL) 0.0 $430k 5.0k 85.35
Raytheon Technologies Corp (RTX) 0.0 $426k 5.0k 85.99
Vanguard World Fds Financials Etf (VFH) 0.0 $426k 4.4k 96.58
BlackRock (BLK) 0.0 $420k 458.00 917.03
Cme (CME) 0.0 $419k 1.8k 228.46
Ishares Tr Modert Alloc Etf (AOM) 0.0 $417k 9.2k 45.52
Truist Financial Corp equities (TFC) 0.0 $412k 7.0k 58.61
CVS Caremark Corporation (CVS) 0.0 $404k 3.9k 103.19
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $396k 7.0k 56.30
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $396k 864.00 458.33
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $393k 9.9k 39.87
Mid-America Apartment (MAA) 0.0 $391k 1.7k 229.59
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $391k 3.7k 106.92
Clorox Company (CLX) 0.0 $378k 2.2k 174.27
Alliant Energy Corporation (LNT) 0.0 $373k 6.1k 61.39
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $372k 3.5k 105.92
Kimberly-Clark Corporation (KMB) 0.0 $372k 2.6k 143.02
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.0 $371k 10k 36.04
Intuitive Surgical Com New (ISRG) 0.0 $370k 1.0k 359.57
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $361k 4.7k 76.42
Mondelez Intl Cl A (MDLZ) 0.0 $360k 5.4k 66.26
American Electric Power Company (AEP) 0.0 $353k 4.0k 88.94
Amgen (AMGN) 0.0 $352k 1.6k 224.92
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.0 $345k 5.8k 59.16
Astrazeneca Sponsored Adr (AZN) 0.0 $344k 5.9k 58.21
United Parcel Service CL B (UPS) 0.0 $335k 1.6k 214.47
Spdr Ser Tr Aerospace Def (XAR) 0.0 $330k 2.8k 116.32
Fifth Third Ban (FITB) 0.0 $327k 7.5k 43.52
American Water Works (AWK) 0.0 $316k 1.7k 189.11
Moderna (MRNA) 0.0 $315k 1.2k 254.03
Spdr Gold Tr Gold Shs (GLD) 0.0 $314k 1.8k 171.02
Philip Morris International (PM) 0.0 $310k 3.3k 94.95
Nxp Semiconductors N V (NXPI) 0.0 $308k 1.4k 227.64
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $306k 2.8k 109.36
Cincinnati Financial Corporation (CINF) 0.0 $303k 2.7k 114.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $300k 2.7k 112.07
Travelers Companies (TRV) 0.0 $295k 1.9k 156.33
International Business Machines (IBM) 0.0 $295k 2.2k 133.85
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $288k 6.4k 44.66
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $287k 1.5k 193.01
Xcel Energy (XEL) 0.0 $286k 4.2k 67.76
Ishares Tr Global 100 Etf (IOO) 0.0 $286k 3.7k 77.93
Ishares Tr Core Intl Aggr (IAGG) 0.0 $283k 5.2k 54.56
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $282k 4.1k 68.61
NiSource (NI) 0.0 $280k 10k 27.64
Hershey Company (HSY) 0.0 $279k 1.4k 193.75
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.0 $277k 8.4k 33.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $277k 3.0k 92.74
Wec Energy Group (WEC) 0.0 $274k 2.8k 96.96
Ida (IDA) 0.0 $272k 2.4k 113.48
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $266k 6.7k 39.43
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $263k 1.4k 183.02
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $260k 3.9k 67.48
Netflix (NFLX) 0.0 $258k 429.00 601.40
Dominion Resources (D) 0.0 $256k 3.3k 78.48
Gilead Sciences (GILD) 0.0 $255k 3.5k 72.50
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.0 $251k 7.1k 35.35
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.0 $251k 8.0k 31.44
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.0 $249k 7.6k 32.76
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $249k 4.2k 59.34
PNC Financial Services (PNC) 0.0 $248k 1.2k 200.32
Akamai Technologies (AKAM) 0.0 $248k 2.1k 116.82
L3harris Technologies (LHX) 0.0 $247k 1.2k 213.30
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $244k 2.1k 114.18
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $240k 4.6k 51.74
Select Sector Spdr Tr Financial (XLF) 0.0 $240k 6.1k 39.09
Bank of New York Mellon Corporation (BK) 0.0 $238k 4.1k 58.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $236k 2.9k 81.30
Compass Diversified Sh Ben Int (CODI) 0.0 $234k 7.7k 30.56
Select Sector Spdr Tr Energy (XLE) 0.0 $234k 4.2k 55.38
NVIDIA Corporation (NVDA) 0.0 $232k 788.00 294.42
Dick's Sporting Goods (DKS) 0.0 $230k 2.0k 115.00
Crown Castle Intl (CCI) 0.0 $224k 1.1k 208.37
Ishares Tr Global Tech Etf (IXN) 0.0 $218k 3.4k 64.31
National Retail Properties (NNN) 0.0 $216k 4.5k 48.00
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $215k 3.5k 60.94
Bristol Myers Squibb (BMY) 0.0 $211k 3.4k 62.28
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.0 $209k 5.9k 35.25
Pinnacle Financial Partners (PNFP) 0.0 $209k 2.2k 95.52
FactSet Research Systems (FDS) 0.0 $206k 424.00 485.85
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $205k 1.9k 106.33
First Commonwealth Financial (FCF) 0.0 $201k 13k 16.08
Streamline Health Solutions (STRM) 0.0 $89k 60k 1.48
Medicenna Therapeutics Corp. (MDNAF) 0.0 $21k 13k 1.67