North Star Asset Management as of June 30, 2021
Portfolio Holdings for North Star Asset Management
North Star Asset Management holds 312 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.0 | $55M | 400k | 136.96 | |
Adobe Systems Incorporated (ADBE) | 2.9 | $51M | 88k | 585.64 | |
Paypal Holdings (PYPL) | 2.5 | $45M | 153k | 291.48 | |
Microsoft Corporation (MSFT) | 2.3 | $41M | 153k | 270.90 | |
Schwab Us Broad Mkt Etf MFD (SCHB) | 2.2 | $40M | 381k | 104.27 | |
Fiserv (FI) | 1.9 | $34M | 320k | 106.89 | |
Ss&c Technologies Holding (SSNC) | 1.9 | $34M | 469k | 72.06 | |
Vanguard Ttl Stk Mkt Etf MFD (VTI) | 1.9 | $34M | 151k | 222.82 | |
Visa (V) | 1.8 | $33M | 140k | 233.82 | |
Evertec (EVTC) | 1.8 | $32M | 724k | 43.65 | |
AES Corporation (AES) | 1.7 | $31M | 1.2M | 26.07 | |
T. Rowe Price (TROW) | 1.7 | $30M | 154k | 197.97 | |
ACI Worldwide (ACIW) | 1.6 | $29M | 790k | 37.14 | |
Abbott Laboratories (ABT) | 1.6 | $29M | 253k | 115.93 | |
Alphabet Inc Class C cs (GOOG) | 1.6 | $29M | 11k | 2506.42 | |
Global Payments (GPN) | 1.5 | $28M | 148k | 187.54 | |
Bottomline Technologies | 1.5 | $28M | 744k | 37.08 | |
Principal Financial (PFG) | 1.5 | $28M | 436k | 63.19 | |
Schwab Us Large Equity Etf MFD (SCHX) | 1.5 | $27M | 255k | 103.97 | |
Thermo Fisher Scientific (TMO) | 1.5 | $26M | 52k | 504.47 | |
Equifax (EFX) | 1.4 | $25M | 106k | 239.51 | |
Stryker Corporation (SYK) | 1.4 | $25M | 98k | 259.73 | |
Charles Schwab Corporation (SCHW) | 1.4 | $24M | 335k | 72.81 | |
Intuit (INTU) | 1.3 | $24M | 48k | 490.16 | |
Schwab Intl Equity Etf Ifd (SCHF) | 1.2 | $22M | 558k | 39.45 | |
Schwab Total Stock Mkt-sel MFD (SWTSX) | 1.2 | $22M | 282k | 76.60 | |
Fidelity National Information Services (FIS) | 1.2 | $22M | 152k | 141.67 | |
Ametek (AME) | 1.2 | $21M | 157k | 133.50 | |
Union Pacific Corporation (UNP) | 1.1 | $20M | 91k | 219.93 | |
Amazon (AMZN) | 1.1 | $20M | 5.8k | 3440.11 | |
Lowe's Companies (LOW) | 1.1 | $20M | 102k | 193.97 | |
Wyndham Hotels And Resorts (WH) | 1.1 | $19M | 269k | 72.29 | |
Navient Corporation equity (NAVI) | 1.0 | $19M | 956k | 19.33 | |
Repligen Corporation (RGEN) | 1.0 | $18M | 90k | 199.62 | |
Akamai Technologies (AKAM) | 1.0 | $18M | 153k | 116.60 | |
Hologic (HOLX) | 1.0 | $17M | 258k | 66.72 | |
Danaher Corporation (DHR) | 0.9 | $17M | 63k | 268.35 | |
FedEx Corporation (FDX) | 0.9 | $17M | 56k | 298.32 | |
Schwab Us Mid Cap Etf MFD (SCHM) | 0.9 | $17M | 211k | 78.27 | |
Facebook Inc cl a (META) | 0.9 | $16M | 47k | 347.71 | |
Schwab Emerging Mkt Etf Ifd (SCHE) | 0.9 | $16M | 488k | 32.88 | |
Walt Disney Company (DIS) | 0.9 | $16M | 91k | 175.77 | |
Xilinx | 0.9 | $16M | 109k | 144.64 | |
Synopsys (SNPS) | 0.9 | $15M | 56k | 275.79 | |
Verizon Communications (VZ) | 0.8 | $15M | 262k | 56.03 | |
Schwab Us Scap Etf MFD (SCHA) | 0.8 | $14M | 135k | 104.18 | |
Rockwell Automation (ROK) | 0.8 | $14M | 49k | 286.02 | |
Ecolab (ECL) | 0.8 | $14M | 68k | 205.96 | |
Affiliated Managers (AMG) | 0.8 | $14M | 91k | 154.21 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $14M | 104k | 133.77 | |
Asml Holding (ASML) | 0.8 | $14M | 20k | 690.87 | |
VMware | 0.7 | $14M | 84k | 159.97 | |
Abbvie (ABBV) | 0.7 | $13M | 119k | 112.64 | |
Ptc (PTC) | 0.7 | $13M | 95k | 141.26 | |
Prestige Brands Holdings (PBH) | 0.7 | $13M | 246k | 52.10 | |
Analog Devices (ADI) | 0.7 | $13M | 75k | 172.16 | |
RPM International (RPM) | 0.7 | $12M | 138k | 88.68 | |
Alphabet Inc Class A cs (GOOGL) | 0.7 | $12M | 4.8k | 2441.76 | |
Nike (NKE) | 0.6 | $11M | 73k | 154.48 | |
Illinois Tool Works (ITW) | 0.6 | $11M | 50k | 223.57 | |
Discovery Communications | 0.6 | $10M | 348k | 28.98 | |
Bryn Mawr Bank | 0.5 | $9.8M | 233k | 42.19 | |
Vanguard Emerging Mkts Etf Ifd (VWO) | 0.5 | $9.6M | 177k | 54.31 | |
Tyler Technologies (TYL) | 0.5 | $9.6M | 21k | 452.36 | |
Ball Corporation (BALL) | 0.5 | $9.3M | 115k | 81.02 | |
Tweedy Brn Global Value Ifd (TBGVX) | 0.5 | $8.8M | 286k | 30.93 | |
MasterCard Incorporated (MA) | 0.5 | $8.8M | 24k | 365.09 | |
Mercantile Bank (MBWM) | 0.5 | $8.4M | 278k | 30.20 | |
SYSCO Corporation (SYY) | 0.4 | $7.9M | 102k | 77.75 | |
Roper Industries (ROP) | 0.4 | $7.9M | 17k | 470.23 | |
Prosperity Bancshares (PB) | 0.4 | $7.8M | 109k | 71.80 | |
Vanguard Ftse Wld Ex Us Etf Ifd (VEU) | 0.4 | $7.7M | 122k | 63.39 | |
Costco Wholesale Corporation (COST) | 0.4 | $7.1M | 18k | 395.65 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $6.8M | 44k | 155.55 | |
AMER EUROPACIFIC GRWTH Cl F-2 Ifd (AEPFX) | 0.4 | $6.8M | 96k | 70.57 | |
Adyen N V Unsponsred Ads (ADYEY) | 0.4 | $6.4M | 130k | 49.14 | |
Philip Morris International (PM) | 0.4 | $6.4M | 64k | 99.11 | |
Eli Lilly & Co. (LLY) | 0.3 | $6.2M | 27k | 229.51 | |
Pfizer (PFE) | 0.3 | $6.1M | 157k | 39.16 | |
iSHARES CORE MSCI EMG MKTS Ifd (IEMG) | 0.3 | $6.0M | 89k | 66.99 | |
ResMed (RMD) | 0.3 | $5.8M | 24k | 246.51 | |
eHealth (EHTH) | 0.3 | $5.7M | 98k | 58.40 | |
Johnson & Johnson (JNJ) | 0.3 | $5.7M | 35k | 164.73 | |
Discover Financial Services (DFS) | 0.3 | $5.6M | 47k | 118.30 | |
Cognizant Technology Solutions (CTSH) | 0.3 | $5.6M | 80k | 69.26 | |
Amphenol Corporation (APH) | 0.3 | $5.5M | 81k | 68.42 | |
Qualcomm (QCOM) | 0.3 | $5.5M | 38k | 142.94 | |
Masimo Corporation (MASI) | 0.3 | $5.1M | 21k | 242.44 | |
United Parcel Service (UPS) | 0.3 | $5.0M | 24k | 207.99 | |
Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $4.8M | 19k | 251.31 | |
Church & Dwight (CHD) | 0.3 | $4.7M | 55k | 85.22 | |
Datadog Inc Cl A (DDOG) | 0.3 | $4.6M | 44k | 104.08 | |
Avantor (AVTR) | 0.3 | $4.6M | 130k | 35.51 | |
Intel Corporation (INTC) | 0.2 | $4.5M | 79k | 56.14 | |
Vanguard 500 Index MFD (VFIAX) | 0.2 | $4.5M | 11k | 396.67 | |
10x Genomics Inc Cl A (TXG) | 0.2 | $4.4M | 23k | 195.82 | |
Allscripts Healthcare Solutions (MDRX) | 0.2 | $4.4M | 237k | 18.51 | |
John Hancock Bank & Thrift Opportu. Fund (BTO) | 0.2 | $4.2M | 111k | 37.54 | |
Boeing Company (BA) | 0.2 | $4.1M | 17k | 239.55 | |
Zscaler Incorporated (ZS) | 0.2 | $4.1M | 19k | 216.04 | |
Fastenal Company (FAST) | 0.2 | $4.0M | 77k | 52.00 | |
Pepsi (PEP) | 0.2 | $4.0M | 27k | 148.17 | |
Veeva Sys Inc cl a (VEEV) | 0.2 | $3.9M | 13k | 310.91 | |
Menasha | 0.2 | $3.8M | 625.00 | 6147.20 | |
SPDR Gold Trust (GLD) | 0.2 | $3.8M | 23k | 165.64 | |
AFLAC Incorporated (AFL) | 0.2 | $3.7M | 68k | 53.66 | |
3M Company (MMM) | 0.2 | $3.6M | 18k | 198.62 | |
Energy Select Sector SPDR (XLE) | 0.2 | $3.6M | 66k | 53.87 | |
Catalent (CTLT) | 0.2 | $3.5M | 32k | 108.11 | |
Schwab Large Cap Value Etf MFD (SCHV) | 0.2 | $3.2M | 47k | 68.37 | |
Cisco Systems (CSCO) | 0.2 | $3.1M | 59k | 53.00 | |
Envista Hldgs Corp (NVST) | 0.2 | $3.0M | 69k | 43.21 | |
NVIDIA Corporation (NVDA) | 0.2 | $2.8M | 3.5k | 800.00 | |
Waters Corporation (WAT) | 0.2 | $2.8M | 8.1k | 345.58 | |
Home Depot (HD) | 0.2 | $2.8M | 8.7k | 318.85 | |
S&p Index Fund MFD (SPY) | 0.2 | $2.7M | 6.4k | 428.01 | |
Petroleum & Res Corp Com cef (PEO) | 0.1 | $2.7M | 166k | 16.20 | |
Nicolet Bankshares (NIC) | 0.1 | $2.6M | 37k | 70.35 | |
Amgen (AMGN) | 0.1 | $2.5M | 10k | 243.71 | |
Exxon Mobil Corporation (XOM) | 0.1 | $2.5M | 40k | 63.07 | |
Procter & Gamble Company (PG) | 0.1 | $2.4M | 18k | 134.91 | |
Tesla Motors (TSLA) | 0.1 | $2.4M | 3.5k | 679.61 | |
Travel Leisure Ord (TNL) | 0.1 | $2.3M | 39k | 59.44 | |
Mondelez Int (MDLZ) | 0.1 | $2.3M | 37k | 62.44 | |
Altria (MO) | 0.1 | $2.3M | 48k | 47.68 | |
Comcast Corporation (CMCSA) | 0.1 | $2.3M | 40k | 57.03 | |
Vanguard Ttl Stk Mkt Adm MFD (VTSAX) | 0.1 | $2.2M | 20k | 108.47 | |
Vanguard Primecap Admiral MFD (VPMAX) | 0.1 | $2.2M | 12k | 181.17 | |
Marriott International (MAR) | 0.1 | $2.0M | 15k | 136.51 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.0M | 11k | 192.33 | |
Yum! Brands (YUM) | 0.1 | $1.9M | 17k | 115.05 | |
Vanguard Value Etf MFD (VTV) | 0.1 | $1.9M | 14k | 137.48 | |
Vanguard High Dividend Yield MFD (VYM) | 0.1 | $1.8M | 17k | 104.79 | |
Qorvo (QRVO) | 0.1 | $1.7M | 8.9k | 195.61 | |
Schwab Large-cap Index Mf MFD (SWPPX) | 0.1 | $1.7M | 26k | 66.18 | |
Vanguard Growth Etf MFD (VUG) | 0.1 | $1.6M | 5.7k | 286.72 | |
Oracle Corporation (ORCL) | 0.1 | $1.6M | 20k | 77.82 | |
Vanguard Energy ETF (VDE) | 0.1 | $1.5M | 20k | 75.87 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $1.5M | 22k | 65.54 | |
Amcor (AMCR) | 0.1 | $1.4M | 125k | 11.46 | |
Cme (CME) | 0.1 | $1.4M | 6.6k | 212.66 | |
Verisign (VRSN) | 0.1 | $1.4M | 6.1k | 227.67 | |
Automatic Data Processing (ADP) | 0.1 | $1.4M | 6.8k | 198.68 | |
Coca-Cola Company (KO) | 0.1 | $1.4M | 25k | 54.11 | |
Associated Banc- (ASB) | 0.1 | $1.3M | 66k | 20.48 | |
Iqvia Holdings (IQV) | 0.1 | $1.3M | 5.3k | 242.26 | |
Berkshire Hathaway (BRK.B) | 0.1 | $1.2M | 4.5k | 277.94 | |
Goldman Sachs (GS) | 0.1 | $1.2M | 3.1k | 379.55 | |
Jabil Circuit (JBL) | 0.1 | $1.2M | 20k | 58.14 | |
Harley-Davidson (HOG) | 0.1 | $1.2M | 26k | 45.82 | |
Chevron Corporation (CVX) | 0.1 | $1.2M | 11k | 104.74 | |
Emerson Electric (EMR) | 0.1 | $1.1M | 12k | 96.20 | |
Norfolk Southern (NSC) | 0.1 | $1.1M | 4.0k | 265.42 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $1.1M | 10k | 102.51 | |
Franklin Resources (BEN) | 0.1 | $1.0M | 32k | 31.99 | |
Zimmer Holdings (ZBH) | 0.1 | $1.0M | 6.3k | 160.80 | |
Accenture (ACN) | 0.1 | $1.0M | 3.4k | 294.65 | |
Novo Nordisk A/S (NVO) | 0.1 | $993k | 12k | 83.78 | |
U.S. Bancorp (USB) | 0.1 | $964k | 17k | 56.98 | |
Halyard Health (AVNS) | 0.1 | $959k | 26k | 36.37 | |
Henry Schein (HSIC) | 0.1 | $917k | 12k | 74.17 | |
Humana (HUM) | 0.1 | $914k | 2.1k | 442.62 | |
International Business Machines (IBM) | 0.1 | $907k | 6.2k | 146.65 | |
Weyerhaeuser Company (WY) | 0.0 | $897k | 26k | 34.44 | |
W.W. Grainger (GWW) | 0.0 | $880k | 2.0k | 437.81 | |
Activision Blizzard | 0.0 | $879k | 9.2k | 95.47 | |
Merck & Co (MRK) | 0.0 | $876k | 11k | 77.78 | |
Yum China Holdings (YUMC) | 0.0 | $875k | 13k | 66.24 | |
McKesson Corporation (MCK) | 0.0 | $850k | 4.4k | 191.23 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $849k | 6.8k | 124.71 | |
UnitedHealth (UNH) | 0.0 | $822k | 2.1k | 400.20 | |
General Electric Company | 0.0 | $820k | 61k | 13.47 | |
Medicine Man Tech (SHWZ) | 0.0 | $817k | 341k | 2.40 | |
Amer Europacific Grwth Cl F-1 Ifd (AEGFX) | 0.0 | $784k | 11k | 70.36 | |
McDonald's Corporation (MCD) | 0.0 | $780k | 3.4k | 230.91 | |
Wells Fargo & Company (WFC) | 0.0 | $767k | 17k | 45.30 | |
SPDR KBW Bank (KBE) | 0.0 | $742k | 15k | 51.29 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $741k | 3.7k | 201.63 | |
Vanguard Growth Index-adm MFD (VIGAX) | 0.0 | $725k | 4.9k | 147.48 | |
Vanguard Extended Market Index MFD (VEXAX) | 0.0 | $720k | 5.0k | 143.26 | |
Vanguard Small Cap Index MFD (VSMAX) | 0.0 | $715k | 6.6k | 107.89 | |
Incyte Corporation (INCY) | 0.0 | $694k | 8.3k | 84.12 | |
Roche Holding (RHHBY) | 0.0 | $675k | 14k | 47.00 | |
Ms India Investment Ifd (IIF) | 0.0 | $675k | 27k | 24.68 | |
Vanguard Mid Cap Adm MFD (VIMAX) | 0.0 | $671k | 2.3k | 294.04 | |
Caterpillar (CAT) | 0.0 | $669k | 3.1k | 217.77 | |
Starbucks Corporation (SBUX) | 0.0 | $666k | 6.0k | 111.89 | |
At&t (T) | 0.0 | $658k | 23k | 28.80 | |
Trade Desk (TTD) | 0.0 | $636k | 8.2k | 77.37 | |
Vanguard S&p 500 MFD (VOO) | 0.0 | $636k | 1.6k | 393.32 | |
Exelixis (EXEL) | 0.0 | $629k | 35k | 18.23 | |
Walgreen Boots Alliance (WBA) | 0.0 | $620k | 12k | 52.61 | |
Epam Systems (EPAM) | 0.0 | $613k | 1.2k | 510.83 | |
Colgate-Palmolive Company (CL) | 0.0 | $609k | 7.5k | 81.35 | |
Janus Henderson Forty Fund Cla MFD (JACTX) | 0.0 | $604k | 11k | 54.18 | |
Medtronic (MDT) | 0.0 | $603k | 4.9k | 124.13 | |
Royce Value Trust (RVT) | 0.0 | $602k | 32k | 18.98 | |
Msci-eafe Index Ifd (EFA) | 0.0 | $601k | 7.6k | 78.88 | |
Bristol Myers Squibb (BMY) | 0.0 | $587k | 8.8k | 66.80 | |
Kraft Heinz (KHC) | 0.0 | $580k | 14k | 40.80 | |
Donaldson Company (DCI) | 0.0 | $578k | 9.1k | 63.54 | |
Crown Castle Intl (CCI) | 0.0 | $572k | 2.9k | 195.22 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $549k | 14k | 39.92 | |
Dover Corporation (DOV) | 0.0 | $532k | 3.5k | 150.71 | |
Schwab Us Dvd Equity Etf MFD (SCHD) | 0.0 | $513k | 6.8k | 75.55 | |
Echo Global Logistics | 0.0 | $508k | 17k | 30.74 | |
Vanguard Ftse Dev Mkt Ifd (VEA) | 0.0 | $490k | 9.5k | 51.55 | |
Linde | 0.0 | $489k | 1.7k | 289.01 | |
Generac Holdings (GNRC) | 0.0 | $484k | 1.2k | 415.45 | |
Vanguard Inst Index MFD (VINIX) | 0.0 | $479k | 1.3k | 375.10 | |
Ishares Dow Jones MFD (IYY) | 0.0 | $475k | 4.4k | 107.95 | |
Schwab Mid-cap Index Mf MFD (SWMCX) | 0.0 | $474k | 7.7k | 61.39 | |
Fidelity Growth MFD (FDGRX) | 0.0 | $473k | 12k | 38.00 | |
Raytheon Technologies Corp (RTX) | 0.0 | $464k | 5.4k | 85.39 | |
Wec Energy Group (WEC) | 0.0 | $461k | 5.2k | 88.91 | |
Harbor Intl Ifd (HAINX) | 0.0 | $454k | 9.4k | 48.24 | |
Alibaba Group Holding (BABA) | 0.0 | $454k | 2.0k | 227.00 | |
Fortive (FTV) | 0.0 | $450k | 6.5k | 69.73 | |
Hanesbrands (HBI) | 0.0 | $449k | 24k | 18.65 | |
1/100 Berkshire Htwy Cla 100 | 0.0 | $419k | 100.00 | 4190.00 | |
S&p Midcap 400 MFD (MDY) | 0.0 | $417k | 850.00 | 490.59 | |
Templeton Dragon Ifd (TDF) | 0.0 | $404k | 17k | 23.74 | |
Novartis (NVS) | 0.0 | $404k | 4.4k | 91.28 | |
Brady Corporation (BRC) | 0.0 | $403k | 7.2k | 55.97 | |
T Rowe Price Growth Stk MFD (PRGFX) | 0.0 | $397k | 3.5k | 112.05 | |
Marsh & McLennan Companies (MMC) | 0.0 | $387k | 2.8k | 140.73 | |
Air Products & Chemicals (APD) | 0.0 | $384k | 1.3k | 287.64 | |
Central Fd Cda Ltd cl a | 0.0 | $381k | 20k | 18.68 | |
Growth Fd Of Amer Cl -a MFD (AGTHX) | 0.0 | $376k | 5.0k | 75.02 | |
Vangard Mid Cap Index Etf MFD (VO) | 0.0 | $375k | 1.6k | 237.64 | |
Invesco Water Resources MFD (PHO) | 0.0 | $375k | 7.0k | 53.57 | |
Biogen Idec (BIIB) | 0.0 | $371k | 1.1k | 345.99 | |
BorgWarner (BWA) | 0.0 | $367k | 7.6k | 48.48 | |
General Mills (GIS) | 0.0 | $366k | 6.0k | 60.96 | |
Vanguard Intl Growth-adm MFD (VWILX) | 0.0 | $352k | 2.1k | 170.30 | |
Baraboo (BAOB) | 0.0 | $352k | 89k | 3.96 | |
Vanguard Info Tech MFD (VGT) | 0.0 | $342k | 858.00 | 398.60 | |
Alnylam Pharmaceuticals (ALNY) | 0.0 | $339k | 2.0k | 169.50 | |
Wasatch Smallcap Growth MFD (WAAEX) | 0.0 | $336k | 5.3k | 62.83 | |
American Funds Growth Fd F3 MFD (GAFFX) | 0.0 | $336k | 4.5k | 75.02 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $332k | 2.1k | 159.16 | |
4068594 Enphase Energy (ENPH) | 0.0 | $319k | 1.7k | 183.86 | |
Vanguard Mid Cap Growth MFD (VOT) | 0.0 | $318k | 1.3k | 236.26 | |
Dell Technologies (DELL) | 0.0 | $315k | 3.2k | 99.75 | |
Schwab Intl S-cap Etf Ifd (SCHC) | 0.0 | $313k | 7.5k | 41.59 | |
Ubiquiti (UI) | 0.0 | $312k | 1.0k | 312.00 | |
Jpmorgan Diversified Return MFD (JPUS) | 0.0 | $311k | 3.2k | 96.79 | |
Agios Pharmaceuticals (AGIO) | 0.0 | $309k | 5.6k | 55.18 | |
Invesco Qqq Trust Series 1 MFD (QQQ) | 0.0 | $309k | 872.00 | 354.36 | |
Wal-Mart Stores (WMT) | 0.0 | $305k | 2.2k | 141.14 | |
Omnicell (OMCL) | 0.0 | $303k | 2.0k | 151.50 | |
Xcel Energy (XEL) | 0.0 | $300k | 4.6k | 65.83 | |
Vanguard Target Retire 2030 MFD (VTHRX) | 0.0 | $298k | 6.8k | 43.73 | |
First Eagle Overseas MFD (SGOVX) | 0.0 | $298k | 11k | 26.96 | |
Wasatch Small Cap Value MFD (WMCVX) | 0.0 | $294k | 27k | 11.06 | |
Wasatch Ultra Growth MFD (WAMCX) | 0.0 | $293k | 5.6k | 52.53 | |
Ishares S&p 500 MFD (IVV) | 0.0 | $292k | 680.00 | 429.41 | |
Reckitt Benckiser- (RBGLY) | 0.0 | $287k | 16k | 17.88 | |
ProAssurance Corporation (PRA) | 0.0 | $286k | 13k | 22.73 | |
Seattle Genetics | 0.0 | $284k | 1.8k | 157.78 | |
Wasatch Growth MFD (WGROX) | 0.0 | $282k | 2.7k | 104.87 | |
Target Corporation (TGT) | 0.0 | $277k | 1.1k | 241.50 | |
Kopernik Global All-cap-a MFD | 0.0 | $274k | 18k | 15.39 | |
BlackRock (BLK) | 0.0 | $273k | 312.00 | 875.00 | |
IDEXX Laboratories (IDXX) | 0.0 | $272k | 430.00 | 632.56 | |
Matthews Pacific Tiger Ifd (MAPTX) | 0.0 | $271k | 7.3k | 36.92 | |
TreeHouse Foods (THS) | 0.0 | $269k | 6.0k | 44.52 | |
Whirlpool Corporation (WHR) | 0.0 | $268k | 1.2k | 217.89 | |
Baxter International (BAX) | 0.0 | $268k | 3.3k | 80.53 | |
American Funds Income Of Amer MFD (AMECX) | 0.0 | $266k | 10k | 25.78 | |
Pimco Income Fd A MFD (PONAX) | 0.0 | $259k | 21k | 12.10 | |
Putnam Growth Oppty Cl A MFD (POGAX) | 0.0 | $257k | 4.4k | 58.32 | |
Ishares Msci Usa Esg MFD (ESGU) | 0.0 | $255k | 2.6k | 98.46 | |
Fundamental Investors MFD (ANCFX) | 0.0 | $255k | 3.3k | 76.42 | |
Thornburg Intl Grow -a MFD (TIGAX) | 0.0 | $254k | 8.0k | 31.69 | |
SBA Communications Corporation | 0.0 | $249k | 780.00 | 319.23 | |
Bank of America Corporation (BAC) | 0.0 | $248k | 6.0k | 41.23 | |
Hubbell Incorporated | 0.0 | $248k | 1.3k | 186.61 | |
Carillon Scout Mid Cap-i MFD (UMBMX) | 0.0 | $247k | 9.3k | 26.56 | |
Gilead Sciences (GILD) | 0.0 | $247k | 3.6k | 68.99 | |
New Perspective Cl A MFD (ANWPX) | 0.0 | $245k | 3.7k | 66.87 | |
Invstmnt Co Of Amer Cl-a MFD (AIVSX) | 0.0 | $240k | 4.8k | 49.89 | |
Baird Midcap Fund MFD (BMDIX) | 0.0 | $238k | 7.7k | 30.73 | |
Ishares S&p Smallcap 600 Index MFD (IJR) | 0.0 | $235k | 2.1k | 113.14 | |
Champlain Mid Cap MFD (CIPIX) | 0.0 | $233k | 8.1k | 28.94 | |
Plexus (PLXS) | 0.0 | $231k | 2.5k | 91.27 | |
Pershing Square Tontine Hldg | 0.0 | $228k | 10k | 22.80 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $225k | 1.9k | 116.76 | |
iShares Silver Trust (SLV) | 0.0 | $224k | 9.3k | 24.22 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $223k | 2.5k | 88.28 | |
Universal Display Corporation (OLED) | 0.0 | $222k | 1.0k | 222.00 | |
Vanguard Wellington MFD (VWELX) | 0.0 | $221k | 4.6k | 48.37 | |
Wcm Focused Intl Growth Ifd (WCMIX) | 0.0 | $216k | 7.9k | 27.33 | |
Ishares Msci Eafe Small Cap MFD (SCZ) | 0.0 | $214k | 2.9k | 74.28 | |
Palo Alto Networks (PANW) | 0.0 | $208k | 560.00 | 371.43 | |
MGE Energy (MGEE) | 0.0 | $208k | 2.8k | 74.58 | |
Vanguard Dvd MFD (VIG) | 0.0 | $204k | 1.3k | 154.78 | |
J.M. Smucker Company (SJM) | 0.0 | $201k | 1.6k | 129.51 | |
Hubbell (HUBB) | 0.0 | $200k | 1.1k | 186.74 | |
Fidelity Value MFD (FDVLX) | 0.0 | $179k | 12k | 15.23 | |
Royce Micro Capital Trust (RMT) | 0.0 | $170k | 14k | 12.40 | |
Neuberger Berman Real Estate Sec (NRO) | 0.0 | $149k | 30k | 5.01 | |
Ffbw (FFBW) | 0.0 | $142k | 13k | 11.36 | |
Wasatch Intl Opport Inv Ifd (WAIOX) | 0.0 | $114k | 22k | 5.27 | |
Templeton Foreign Fd Cl A Ifd (TEMFX) | 0.0 | $113k | 14k | 7.88 | |
Kimberly-Clark de Mexico SAB de CV (KCDMY) | 0.0 | $107k | 12k | 8.92 | |
Oppenheimer Sr Float Rate MFD | 0.0 | $107k | 15k | 6.97 | |
Wasatch Micro Cap Value MFD (WAMVX) | 0.0 | $52k | 10k | 5.08 | |
Creative Medical Tech | 0.0 | $1.0k | 25k | 0.04 | |
Marykay Group | 0.0 | $0 | 2.6M | 0.00 | |
Swiber Holdings | 0.0 | $0 | 17k | 0.00 | |
Trans-pacific Aerospace Co I | 0.0 | $0 | 200k | 0.00 |