McKinley Carter Wealth Services

McKinley Carter Wealth Services as of June 30, 2024

Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 297 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.2 $97M 178k 547.23
Ishares Tr Rus 1000 Etf (IWB) 6.1 $96M 324k 297.54
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $90M 924k 97.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $80M 1.6M 49.42
Ishares Tr Core Msci Eafe (IEFA) 3.8 $60M 820k 72.64
Ishares Msci Emrg Chn (EMXC) 3.6 $57M 960k 59.20
Ishares Tr S&p 500 Val Etf (IVE) 3.5 $55M 304k 182.01
Ishares Tr Rus Top 200 Etf (IWL) 3.4 $53M 394k 133.95
Apple (AAPL) 2.0 $31M 148k 210.62
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $29M 278k 102.30
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $27M 1.2M 22.57
Schwab Strategic Tr Fundamental Intl (FNDF) 1.7 $27M 767k 35.03
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $24M 467k 51.24
Select Sector Spdr Tr Technology (XLK) 1.5 $24M 106k 226.23
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $20M 55k 364.51
Ishares Core Msci Emkt (IEMG) 1.3 $20M 373k 53.53
Microsoft Corporation (MSFT) 1.3 $20M 44k 446.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $18M 351k 50.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $17M 119k 145.75
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $17M 380k 44.93
Select Sector Spdr Tr Financial (XLF) 1.1 $17M 411k 41.11
Broadcom (AVGO) 1.1 $17M 11k 1605.49
Costco Wholesale Corporation (COST) 1.0 $16M 18k 849.99
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $15M 261k 58.52
Alphabet Cap Stk Cl A (GOOGL) 0.9 $14M 79k 182.15
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $14M 135k 106.66
Ishares Tr National Mun Etf (MUB) 0.9 $14M 131k 106.55
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.9 $13M 256k 52.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $13M 179k 72.05
Ishares Tr International Sl (ISCF) 0.8 $12M 386k 32.23
Intuit (INTU) 0.8 $12M 18k 657.21
Blackrock Etf Trust Ii Flexible Income (BINC) 0.7 $11M 207k 52.20
Home Depot (HD) 0.6 $9.9M 29k 344.23
UnitedHealth (UNH) 0.6 $9.6M 19k 509.26
O'reilly Automotive (ORLY) 0.6 $9.5M 9.0k 1056.06
TJX Companies (TJX) 0.6 $9.5M 86k 110.10
W.W. Grainger (GWW) 0.6 $9.4M 10k 902.24
Waste Management (WM) 0.6 $9.3M 44k 213.34
Caci Intl Cl A (CACI) 0.6 $9.3M 22k 430.13
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $9.2M 183k 50.21
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.6 $9.1M 193k 47.37
Fiserv (FI) 0.6 $9.1M 61k 149.04
Novo-nordisk A S Adr (NVO) 0.6 $9.1M 64k 142.74
Mastercard Incorporated Cl A (MA) 0.6 $9.1M 21k 441.17
Amazon (AMZN) 0.6 $9.0M 47k 193.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $8.3M 216k 38.42
Arthur J. Gallagher & Co. (AJG) 0.5 $8.0M 31k 259.31
McKesson Corporation (MCK) 0.5 $7.8M 13k 584.02
Linde SHS (LIN) 0.5 $7.7M 18k 438.82
Jacobs Engineering Group (J) 0.5 $7.6M 54k 139.71
Ishares Tr Mbs Etf (MBB) 0.5 $7.4M 81k 91.81
Adobe Systems Incorporated (ADBE) 0.5 $7.3M 13k 555.54
Vanguard Index Fds Growth Etf (VUG) 0.5 $7.3M 19k 374.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $7.2M 139k 51.87
Ishares Tr Russell 2000 Etf (IWM) 0.4 $6.9M 34k 202.89
Pepsi (PEP) 0.4 $6.8M 41k 164.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $6.3M 99k 64.00
Hubbell (HUBB) 0.4 $6.3M 17k 365.48
Vanguard World Energy Etf (VDE) 0.4 $6.1M 48k 127.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $6.1M 79k 76.58
Procter & Gamble Company (PG) 0.4 $5.6M 34k 164.92
Eli Lilly & Co. (LLY) 0.4 $5.6M 6.2k 905.32
Ishares Tr Msci Eafe Etf (EFA) 0.4 $5.6M 71k 78.33
Netflix (NFLX) 0.3 $5.3M 7.9k 674.88
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $5.3M 78k 68.53
Ishares Tr S&p 100 Etf (OEF) 0.3 $5.0M 19k 264.29
Global Payments (GPN) 0.3 $4.9M 51k 96.70
JPMorgan Chase & Co. (JPM) 0.3 $4.9M 24k 202.26
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.9M 41k 119.32
Monster Beverage Corp (MNST) 0.3 $4.9M 98k 49.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.7M 9.9k 479.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $4.7M 81k 58.64
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.3 $4.5M 141k 31.92
Acuity Brands (AYI) 0.3 $4.5M 19k 241.44
Accenture Plc Ireland Shs Class A (ACN) 0.3 $4.4M 15k 303.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $4.3M 24k 174.47
Ishares Tr Broad Usd High (USHY) 0.3 $4.1M 112k 36.28
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $4.0M 36k 110.35
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 0.2 $3.6M 94k 38.67
Abbvie (ABBV) 0.2 $3.6M 21k 171.52
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $3.6M 66k 54.49
NVIDIA Corporation (NVDA) 0.2 $3.3M 27k 123.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $3.2M 19k 170.76
Chevron Corporation (CVX) 0.2 $3.2M 21k 156.42
McDonald's Corporation (MCD) 0.2 $3.2M 12k 254.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.1M 83k 37.67
Caterpillar (CAT) 0.2 $3.1M 9.3k 333.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.1M 17k 182.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $3.1M 5.00 612241.00
Lockheed Martin Corporation (LMT) 0.2 $3.1M 6.6k 467.12
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.0M 39k 78.78
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $3.0M 31k 97.27
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.0M 12k 250.13
Lowe's Companies (LOW) 0.2 $2.8M 13k 220.46
Meta Platforms Cl A (META) 0.2 $2.8M 5.6k 504.18
Johnson & Johnson (JNJ) 0.2 $2.8M 19k 146.16
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.2 $2.8M 61k 46.03
Automatic Data Processing (ADP) 0.2 $2.7M 11k 238.69
Merck & Co (MRK) 0.2 $2.6M 21k 123.80
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.6M 12k 218.04
Thermo Fisher Scientific (TMO) 0.2 $2.5M 4.6k 552.95
Starbucks Corporation (SBUX) 0.2 $2.5M 32k 77.85
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $2.5M 30k 81.28
Tractor Supply Company (TSCO) 0.2 $2.4M 8.9k 269.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.4M 68k 35.08
Texas Instruments Incorporated (TXN) 0.1 $2.3M 12k 194.53
Visa Com Cl A (V) 0.1 $2.3M 8.6k 262.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.2M 27k 81.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.1M 28k 77.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.1M 4.2k 500.18
Air Products & Chemicals (APD) 0.1 $2.1M 8.0k 258.05
General Dynamics Corporation (GD) 0.1 $2.0M 6.9k 290.14
Illinois Tool Works (ITW) 0.1 $2.0M 8.2k 236.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.8M 3.4k 544.19
Vanguard World Consum Stp Etf (VDC) 0.1 $1.8M 9.0k 203.03
Morgan Stanley Com New (MS) 0.1 $1.8M 19k 97.19
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $1.8M 34k 53.24
Exxon Mobil Corporation (XOM) 0.1 $1.8M 15k 115.12
First Tr Value Line Divid In SHS (FVD) 0.1 $1.7M 42k 40.75
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.7M 30k 57.61
City Holding Company (CHCO) 0.1 $1.7M 16k 106.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 3.2k 535.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.7M 16k 104.55
Vanguard Index Fds Value Etf (VTV) 0.1 $1.7M 10k 160.41
Mondelez Intl Cl A (MDLZ) 0.1 $1.6M 25k 65.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.6M 6.1k 267.50
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.6M 13k 128.43
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.6M 6.7k 242.09
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $1.6M 18k 88.74
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.6M 9.6k 164.28
Us Bancorp Del Com New (USB) 0.1 $1.6M 39k 39.70
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.5M 5.9k 262.53
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.1 $1.5M 37k 41.54
Comcast Corp Cl A (CMCSA) 0.1 $1.5M 38k 39.16
T. Rowe Price (TROW) 0.1 $1.5M 13k 115.31
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.4M 7.4k 194.87
Medtronic SHS (MDT) 0.1 $1.4M 18k 78.71
United Parcel Service CL B (UPS) 0.1 $1.4M 10k 136.86
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $1.4M 24k 60.11
Progressive Corporation (PGR) 0.1 $1.4M 6.8k 207.71
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M 13k 113.21
SYSCO Corporation (SYY) 0.1 $1.4M 20k 71.39
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.4M 22k 63.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.3M 3.2k 406.80
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $1.3M 27k 48.40
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $1.3M 8.3k 153.99
Genuine Parts Company (GPC) 0.1 $1.3M 9.2k 138.33
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $1.3M 30k 42.55
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $1.2M 44k 27.87
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.2M 24k 51.30
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $1.1M 5.6k 197.46
Wal-Mart Stores (WMT) 0.1 $1.1M 16k 67.71
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $1.1M 14k 74.82
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $1.1M 24k 44.65
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.1M 5.7k 183.42
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.1 $1.0M 33k 30.42
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $994k 6.5k 152.30
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $973k 24k 41.42
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $972k 8.4k 115.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $963k 15k 64.25
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $943k 22k 43.76
Vanguard World Inf Tech Etf (VGT) 0.1 $925k 1.6k 576.41
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.1 $919k 23k 40.58
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $916k 24k 38.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $905k 9.8k 92.54
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.1 $898k 26k 34.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $898k 23k 39.02
Oracle Corporation (ORCL) 0.1 $838k 5.9k 141.21
Tesla Motors (TSLA) 0.1 $829k 4.2k 197.88
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $825k 15k 56.32
Ishares Esg Awr Msci Em (ESGE) 0.1 $817k 24k 33.53
Cintas Corporation (CTAS) 0.1 $806k 1.2k 700.00
Truist Financial Corp equities (TFC) 0.1 $793k 20k 38.85
CSX Corporation (CSX) 0.0 $782k 23k 33.45
United Bankshares (UBSI) 0.0 $761k 24k 32.44
Danaher Corporation (DHR) 0.0 $758k 3.0k 249.88
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $753k 10k 74.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $736k 17k 43.76
Nextera Energy (NEE) 0.0 $722k 10k 70.81
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $689k 6.9k 99.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $674k 19k 36.00
Extra Space Storage (EXR) 0.0 $672k 4.3k 155.41
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $662k 17k 39.12
Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $654k 17k 39.57
Select Sector Spdr Tr Energy (XLE) 0.0 $651k 7.1k 91.15
Packaging Corporation of America (PKG) 0.0 $641k 3.5k 182.56
Blackstone Group Inc Com Cl A (BX) 0.0 $633k 5.1k 123.79
Ishares Tr Exponential Tech (XT) 0.0 $628k 11k 58.83
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $625k 18k 35.55
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $618k 14k 44.08
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $612k 22k 28.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $605k 14k 42.59
Prologis (PLD) 0.0 $591k 5.3k 112.30
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $588k 26k 22.72
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $570k 23k 24.49
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $559k 8.2k 67.75
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $554k 4.6k 120.74
Walt Disney Company (DIS) 0.0 $539k 5.4k 99.29
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $537k 2.6k 204.94
Abbott Laboratories (ABT) 0.0 $534k 5.1k 103.91
Hca Holdings (HCA) 0.0 $533k 1.7k 321.26
Ecolab (ECL) 0.0 $526k 2.2k 238.01
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $523k 2.4k 214.52
Coca-Cola Company (KO) 0.0 $518k 8.1k 63.65
Edwards Lifesciences (EW) 0.0 $510k 5.5k 92.37
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $502k 11k 46.06
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $495k 4.6k 107.12
Sila Realty Trust Common Stock (SILA) 0.0 $492k 23k 21.17
Southern Company (SO) 0.0 $486k 6.3k 77.57
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $486k 6.1k 80.13
Mvb Financial (MVBF) 0.0 $482k 26k 18.64
Amgen (AMGN) 0.0 $473k 1.5k 312.53
Duke Energy Corp Com New (DUK) 0.0 $469k 4.7k 100.22
Ishares Tr Msci Usa Value (VLUE) 0.0 $467k 4.5k 103.46
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $467k 2.6k 182.55
Colgate-Palmolive Company (CL) 0.0 $450k 4.6k 97.04
Dick's Sporting Goods (DKS) 0.0 $430k 2.0k 214.85
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $426k 4.3k 99.80
DTE Energy Company (DTE) 0.0 $425k 3.8k 111.01
Target Corporation (TGT) 0.0 $418k 2.8k 148.02
At&t (T) 0.0 $404k 21k 19.11
Raytheon Technologies Corp (RTX) 0.0 $404k 4.0k 100.39
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $397k 4.7k 83.95
Corteva (CTVA) 0.0 $397k 7.4k 53.94
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $397k 1.6k 246.67
Paychex (PAYX) 0.0 $395k 3.3k 118.56
American Electric Power Company (AEP) 0.0 $393k 4.5k 87.75
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $393k 5.9k 66.35
Astrazeneca Sponsored Adr (AZN) 0.0 $385k 4.9k 77.99
Spdr Ser Tr Aerospace Def (XAR) 0.0 $378k 2.7k 139.98
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $377k 9.8k 38.51
Nike CL B (NKE) 0.0 $375k 5.0k 75.37
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $365k 8.4k 43.31
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $364k 3.8k 96.13
Zoetis Cl A (ZTS) 0.0 $359k 2.1k 173.37
Dow (DOW) 0.0 $354k 6.7k 53.05
Ishares Tr Modert Alloc Etf (AOM) 0.0 $353k 8.2k 43.01
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $351k 8.7k 40.14
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $348k 5.4k 64.94
Intel Corporation (INTC) 0.0 $346k 11k 30.97
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $343k 7.9k 43.41
Pfizer (PFE) 0.0 $343k 12k 27.98
Kraft Heinz (KHC) 0.0 $335k 10k 32.22
Ishares Tr Esg Aware Msci (ESML) 0.0 $331k 8.6k 38.50
Intuitive Surgical Com New (ISRG) 0.0 $331k 743.00 444.85
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $325k 3.2k 102.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $321k 12k 26.56
Nxp Semiconductors N V (NXPI) 0.0 $317k 1.2k 269.09
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $315k 7.0k 45.17
Vanguard World Financials Etf (VFH) 0.0 $315k 3.2k 99.88
Spdr Gold Tr Gold Shs (GLD) 0.0 $313k 1.5k 215.01
Cisco Systems (CSCO) 0.0 $311k 6.5k 47.51
Travelers Companies (TRV) 0.0 $308k 1.5k 203.35
BlackRock (BLK) 0.0 $307k 390.00 787.52
Clorox Company (CLX) 0.0 $304k 2.2k 136.50
Kimberly-Clark Corporation (KMB) 0.0 $299k 2.2k 138.19
Cincinnati Financial Corporation (CINF) 0.0 $295k 2.5k 118.12
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $294k 6.3k 46.79
Norfolk Southern (NSC) 0.0 $294k 1.4k 214.75
Hershey Company (HSY) 0.0 $293k 1.6k 183.83
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $293k 7.1k 41.53
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $290k 3.7k 78.31
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $285k 10k 28.02
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $285k 12k 24.32
Roper Industries (ROP) 0.0 $280k 496.00 563.66
Asml Holding N V N Y Registry Shs (ASML) 0.0 $279k 272.00 1023.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $273k 3.3k 83.76
Ishares Tr Global 100 Etf (IOO) 0.0 $273k 2.8k 96.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $272k 2.3k 118.80
Select Sector Spdr Tr Indl (XLI) 0.0 $271k 2.2k 121.85
NiSource (NI) 0.0 $267k 9.3k 28.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $266k 3.4k 77.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $258k 5.3k 48.67
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $258k 3.0k 85.86
Sherwin-Williams Company (SHW) 0.0 $254k 850.00 298.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $253k 4.3k 58.23
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $252k 4.4k 57.79
Ishares Tr Global Tech Etf (IXN) 0.0 $249k 3.0k 82.82
Philip Morris International (PM) 0.0 $243k 2.4k 101.34
Blackrock Etf Trust Ii High Yld Muni In (HYMU) 0.0 $243k 11k 22.64
Verizon Communications (VZ) 0.0 $242k 5.9k 41.24
Alliant Energy Corporation (LNT) 0.0 $240k 4.7k 50.90
Ea Series Trust Strive 1000 Grwt (STXG) 0.0 $232k 5.8k 39.86
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $230k 6.1k 37.85
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $227k 4.7k 47.98
Ida (IDA) 0.0 $223k 2.4k 93.15
Cme (CME) 0.0 $216k 1.1k 196.51
Gilead Sciences (GILD) 0.0 $215k 3.1k 68.61
Anthem (ELV) 0.0 $213k 393.00 541.86
Bank of New York Mellon Corporation (BK) 0.0 $212k 3.5k 59.89
American Water Works (AWK) 0.0 $211k 1.6k 129.15
Wells Fargo & Company (WFC) 0.0 $209k 3.5k 59.39
Ea Series Trust Strive 1000 Valu (STXV) 0.0 $204k 7.2k 28.15
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $202k 1.8k 112.40
Broadstone Net Lease (BNL) 0.0 $190k 12k 15.87
First Commonwealth Financial (FCF) 0.0 $173k 13k 13.81
Inspiremd (NSPR) 0.0 $25k 10k 2.50