North Star Asset Management as of Dec. 31, 2022
Portfolio Holdings for North Star Asset Management
North Star Asset Management holds 312 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 2.9 | $47M | 364k | 129.93 | |
Microsoft Corporation (MSFT) | 2.5 | $41M | 169k | 239.82 | |
Schwab Us Broad Mkt Etf MFD (SCHB) | 2.4 | $39M | 879k | 44.81 | |
AES Corporation (AES) | 2.2 | $35M | 1.2M | 28.76 | |
Fiserv (FI) | 2.1 | $35M | 341k | 101.07 | |
Principal Financial (PFG) | 2.1 | $34M | 402k | 83.92 | |
Adobe Systems Incorporated (ADBE) | 2.0 | $33M | 97k | 336.53 | |
Vanguard Ttl Stk Mkt Etf MFD (VTI) | 2.0 | $33M | 170k | 191.19 | |
Visa (V) | 1.9 | $31M | 150k | 207.76 | |
Abbott Laboratories (ABT) | 1.8 | $29M | 261k | 109.79 | |
Charles Schwab Corporation (SCHW) | 1.8 | $29M | 344k | 83.26 | |
Thermo Fisher Scientific (TMO) | 1.8 | $28M | 51k | 550.69 | |
Ss&c Technologies Holding (SSNC) | 1.7 | $28M | 529k | 52.06 | |
Vanguard S&p 500 Lc Etf MFD (VOO) | 1.7 | $27M | 77k | 351.34 | |
Stryker Corporation (SYK) | 1.5 | $24M | 99k | 244.49 | |
Evertec (EVTC) | 1.5 | $24M | 739k | 32.38 | |
Abbvie (ABBV) | 1.5 | $24M | 145k | 161.61 | |
Ametek (AME) | 1.4 | $23M | 166k | 139.72 | |
Alphabet Inc Class C cs (GOOG) | 1.3 | $22M | 243k | 88.73 | |
Global Payments (GPN) | 1.3 | $21M | 213k | 99.32 | |
Danaher Corporation (DHR) | 1.3 | $21M | 79k | 265.42 | |
Equifax (EFX) | 1.3 | $21M | 107k | 194.36 | |
Intuit (INTU) | 1.2 | $19M | 50k | 389.22 | |
Synopsys (SNPS) | 1.2 | $19M | 60k | 319.29 | |
Union Pacific Corporation (UNP) | 1.2 | $19M | 92k | 207.07 | |
Lowe's Companies (LOW) | 1.2 | $19M | 95k | 199.24 | |
T. Rowe Price (TROW) | 1.2 | $19M | 174k | 109.06 | |
Hologic (HOLX) | 1.2 | $19M | 253k | 74.81 | |
ACI Worldwide (ACIW) | 1.2 | $19M | 823k | 23.00 | |
Wyndham Hotels And Resorts (WH) | 1.1 | $18M | 256k | 71.31 | |
Schwab Total Stock Mkt-sel MFD (SWTSX) | 1.1 | $17M | 266k | 65.18 | |
Analog Devices (ADI) | 1.1 | $17M | 104k | 164.03 | |
Ptc (PTC) | 1.0 | $16M | 137k | 120.04 | |
Menasha | 1.0 | $16M | 2.2k | 7515.00 | |
Schwab Foreign Dm Etf Ifd (SCHF) | 1.0 | $16M | 498k | 32.21 | |
Asml Holding (ASML) | 1.0 | $16M | 29k | 546.39 | |
Prestige Brands Holdings (PBH) | 1.0 | $15M | 246k | 62.60 | |
Affiliated Managers (AMG) | 0.9 | $15M | 96k | 158.43 | |
Repligen Corporation (RGEN) | 0.9 | $15M | 87k | 169.31 | |
Amazon (AMZN) | 0.9 | $14M | 172k | 84.00 | |
Rockwell Automation (ROK) | 0.9 | $14M | 55k | 257.57 | |
Navient Corporation equity (NAVI) | 0.9 | $14M | 852k | 16.45 | |
Fidelity National Information Services (FIS) | 0.9 | $14M | 203k | 67.85 | |
Paypal Holdings (PYPL) | 0.9 | $14M | 194k | 71.22 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $14M | 99k | 135.75 | |
RPM International (RPM) | 0.8 | $13M | 134k | 97.45 | |
Ishares S&p 400 Midcap Etf MFD (IJH) | 0.8 | $13M | 53k | 241.89 | |
MasterCard Incorporated (MA) | 0.8 | $12M | 36k | 347.73 | |
FedEx Corporation (FDX) | 0.8 | $12M | 72k | 173.20 | |
Akamai Technologies (AKAM) | 0.7 | $12M | 140k | 84.30 | |
Prosperity Bancshares (PB) | 0.7 | $11M | 157k | 72.68 | |
Verizon Communications (VZ) | 0.7 | $11M | 278k | 39.40 | |
Ecolab (ECL) | 0.7 | $11M | 75k | 145.56 | |
Schwab Foreign Em Etf Ifd (SCHE) | 0.7 | $11M | 459k | 23.67 | |
VMware | 0.7 | $11M | 87k | 122.76 | |
Mercantile Bank (MBWM) | 0.7 | $11M | 318k | 33.48 | |
Nike (NKE) | 0.6 | $10M | 88k | 117.01 | |
Advanced Micro Devices (AMD) | 0.6 | $9.5M | 147k | 64.77 | |
Costco Wholesale Corporation (COST) | 0.6 | $9.5M | 21k | 456.50 | |
Schwab Us Scap Etf MFD (SCHA) | 0.6 | $9.3M | 231k | 40.51 | |
Roper Industries (ROP) | 0.6 | $8.9M | 21k | 432.09 | |
Veeva Sys Inc cl a (VEEV) | 0.6 | $8.9M | 55k | 161.38 | |
Walt Disney Company (DIS) | 0.5 | $8.7M | 100k | 86.88 | |
Amphenol Corporation (APH) | 0.5 | $8.7M | 114k | 76.14 | |
Illinois Tool Works (ITW) | 0.5 | $8.5M | 39k | 220.30 | |
Ball Corporation (BALL) | 0.5 | $8.4M | 164k | 51.14 | |
SYSCO Corporation (SYY) | 0.5 | $8.4M | 109k | 76.45 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $8.3M | 62k | 134.10 | |
Schwab Us Large Equity Etf MFD (SCHX) | 0.5 | $8.2M | 182k | 45.15 | |
WSFS Financial Corporation (WSFS) | 0.5 | $8.0M | 177k | 45.34 | |
Tyler Technologies (TYL) | 0.5 | $8.0M | 25k | 322.41 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $8.0M | 91k | 88.23 | |
Schwab Us Mid Cap Etf MFD (SCHM) | 0.5 | $7.9M | 120k | 65.61 | |
Eli Lilly & Co. (LLY) | 0.5 | $7.6M | 21k | 365.83 | |
Pfizer (PFE) | 0.5 | $7.4M | 144k | 51.24 | |
Spdr S&p 600 Smallcap Etf MFD (SPSM) | 0.5 | $7.3M | 197k | 36.97 | |
Philip Morris International (PM) | 0.4 | $6.3M | 62k | 101.21 | |
Vanguard Emerging Mkts Etf Ifd (VWO) | 0.4 | $6.1M | 157k | 38.98 | |
Johnson & Johnson (JNJ) | 0.4 | $5.8M | 33k | 176.65 | |
NVIDIA Corporation (NVDA) | 0.3 | $5.6M | 39k | 146.14 | |
Vanguard Ftse Wld Ex Us Etf Ifd (VEU) | 0.3 | $5.4M | 108k | 50.14 | |
Church & Dwight (CHD) | 0.3 | $5.3M | 66k | 80.61 | |
Intuitive Surgical (ISRG) | 0.3 | $5.3M | 20k | 265.35 | |
Envista Hldgs Corp (NVST) | 0.3 | $5.3M | 157k | 33.67 | |
Vanguard 500 Index MFD (VFIAX) | 0.3 | $5.1M | 15k | 354.10 | |
Tweedy Brn Global Value Ifd (TBGVX) | 0.3 | $5.1M | 199k | 25.47 | |
Energy Select Sector SPDR (XLE) | 0.3 | $4.9M | 56k | 87.47 | |
Pepsi (PEP) | 0.3 | $4.6M | 26k | 180.66 | |
Exxon Mobil Corporation (XOM) | 0.3 | $4.5M | 41k | 110.30 | |
Adyen N V Unsponsred Ads (ADYEY) | 0.3 | $4.3M | 314k | 13.80 | |
United Parcel Service (UPS) | 0.3 | $4.1M | 23k | 173.84 | |
Datadog Inc Cl A (DDOG) | 0.3 | $4.0M | 55k | 73.50 | |
Avantor (AVTR) | 0.2 | $4.0M | 190k | 21.09 | |
AFLAC Incorporated (AFL) | 0.2 | $3.9M | 55k | 71.94 | |
Discover Financial Services (DFS) | 0.2 | $3.8M | 38k | 97.83 | |
AMER EUROPACIFIC GRWTH Cl F-2 Ifd (AEPFX) | 0.2 | $3.7M | 77k | 48.90 | |
3M Company (MMM) | 0.2 | $3.7M | 31k | 119.92 | |
SPDR Gold Trust (GLD) | 0.2 | $3.7M | 22k | 169.64 | |
Boeing Company (BA) | 0.2 | $3.7M | 19k | 190.49 | |
Fastenal Company (FAST) | 0.2 | $3.6M | 77k | 47.32 | |
iSHARES CORE MSCI EMG MKTS Ifd (IEMG) | 0.2 | $3.6M | 77k | 46.70 | |
Qualcomm (QCOM) | 0.2 | $3.6M | 33k | 109.94 | |
Nicolet Bankshares (NIC) | 0.2 | $3.6M | 45k | 79.79 | |
Facebook Inc cl a (META) | 0.2 | $3.4M | 28k | 120.34 | |
Petroleum & Res Corp Com cef (PEO) | 0.2 | $3.3M | 150k | 21.80 | |
John Hancock Bank & Thrift Opportu. Fund (BTO) | 0.2 | $3.2M | 97k | 33.31 | |
Catalent (CTLT) | 0.2 | $3.1M | 69k | 45.01 | |
Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $2.8M | 27k | 105.29 | |
Zscaler Incorporated (ZS) | 0.2 | $2.8M | 25k | 111.90 | |
Schwab Large Cap Value Etf MFD (SCHV) | 0.2 | $2.8M | 42k | 66.02 | |
Amgen (AMGN) | 0.2 | $2.7M | 10k | 262.64 | |
Procter & Gamble Company (PG) | 0.2 | $2.6M | 17k | 151.56 | |
Novo Nordisk A/S (NVO) | 0.2 | $2.5M | 19k | 135.34 | |
Mondelez Int (MDLZ) | 0.2 | $2.5M | 38k | 66.65 | |
Cisco Systems (CSCO) | 0.2 | $2.5M | 53k | 47.64 | |
Coca-Cola Company (KO) | 0.2 | $2.4M | 38k | 63.61 | |
Marriott International (MAR) | 0.2 | $2.4M | 16k | 148.89 | |
Home Depot (HD) | 0.1 | $2.3M | 7.4k | 315.86 | |
Chevron Corporation (CVX) | 0.1 | $2.3M | 13k | 179.50 | |
Vanguard Energy ETF (VDE) | 0.1 | $2.3M | 19k | 121.28 | |
S&p Index Fund MFD (SPY) | 0.1 | $2.3M | 6.0k | 382.45 | |
Waters Corporation (WAT) | 0.1 | $2.1M | 6.2k | 342.58 | |
Vanguard Ttl Stk Mkt Adm MFD (VTSAX) | 0.1 | $2.1M | 22k | 93.10 | |
Altria (MO) | 0.1 | $2.1M | 45k | 45.71 | |
Vanguard Value Etf MFD (VTV) | 0.1 | $1.8M | 13k | 140.37 | |
Intel Corporation (INTC) | 0.1 | $1.8M | 69k | 26.43 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.7M | 5.8k | 288.78 | |
McKesson Corporation (MCK) | 0.1 | $1.7M | 4.4k | 375.12 | |
Berkshire Hathaway (BRK.B) | 0.1 | $1.6M | 5.2k | 308.90 | |
Oracle Corporation (ORCL) | 0.1 | $1.6M | 20k | 81.74 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | 9.5k | 165.22 | |
Amcor (AMCR) | 0.1 | $1.6M | 131k | 11.91 | |
ResMed (RMD) | 0.1 | $1.6M | 7.5k | 208.13 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $1.6M | 27k | 57.19 | |
Associated Banc- (ASB) | 0.1 | $1.5M | 67k | 23.09 | |
Vanguard High Dividend Yield MFD (VYM) | 0.1 | $1.5M | 14k | 108.21 | |
Yum! Brands (YUM) | 0.1 | $1.5M | 12k | 128.08 | |
Activision Blizzard | 0.1 | $1.5M | 19k | 76.55 | |
Live Nation Entertainment (LYV) | 0.1 | $1.5M | 21k | 69.74 | |
Merck & Co (MRK) | 0.1 | $1.4M | 13k | 110.95 | |
Tesla Motors (TSLA) | 0.1 | $1.4M | 12k | 123.18 | |
McDonald's Corporation (MCD) | 0.1 | $1.4M | 5.4k | 263.51 | |
Automatic Data Processing (ADP) | 0.1 | $1.4M | 5.8k | 238.86 | |
General Electric (GE) | 0.1 | $1.3M | 16k | 83.79 | |
10x Genomics Inc Cl A (TXG) | 0.1 | $1.3M | 36k | 36.44 | |
Jabil Circuit (JBL) | 0.1 | $1.3M | 19k | 68.20 | |
Iqvia Holdings (IQV) | 0.1 | $1.3M | 6.3k | 204.89 | |
Cigna Corp (CI) | 0.1 | $1.3M | 3.9k | 331.34 | |
UnitedHealth (UNH) | 0.1 | $1.3M | 2.4k | 530.18 | |
Vanguard Primecap Admiral MFD (VPMAX) | 0.1 | $1.2M | 9.5k | 130.85 | |
WisdomTree Total Dividend Fund (DTD) | 0.1 | $1.2M | 19k | 60.65 | |
Emerson Electric (EMR) | 0.1 | $1.1M | 12k | 96.06 | |
Vanguard Growth Etf MFD (VUG) | 0.1 | $1.1M | 5.3k | 213.11 | |
W.W. Grainger (GWW) | 0.1 | $1.1M | 2.0k | 556.25 | |
Cme (CME) | 0.1 | $1.1M | 6.5k | 168.16 | |
Schwab Us Dvd Equity Etf MFD (SCHD) | 0.1 | $1.1M | 14k | 75.54 | |
Humana (HUM) | 0.1 | $1.1M | 2.1k | 512.19 | |
Comcast Corporation (CMCSA) | 0.1 | $1.1M | 30k | 34.97 | |
Goldman Sachs (GS) | 0.1 | $1.0M | 3.0k | 343.38 | |
Norfolk Southern (NSC) | 0.1 | $966k | 3.9k | 246.42 | |
Verisign (VRSN) | 0.1 | $949k | 4.6k | 205.44 | |
International Business Machines (IBM) | 0.1 | $941k | 6.7k | 140.89 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $936k | 10k | 90.60 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $936k | 16k | 58.74 | |
Incyte Corporation (INCY) | 0.1 | $912k | 11k | 80.32 | |
Masimo Corporation (MASI) | 0.1 | $871k | 5.9k | 147.95 | |
Weyerhaeuser Company (WY) | 0.1 | $824k | 27k | 31.00 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $815k | 7.1k | 115.34 | |
Allscripts Healthcare Solutions (MDRX) | 0.0 | $795k | 45k | 17.64 | |
Henry Schein (HSIC) | 0.0 | $772k | 9.7k | 79.87 | |
Bristol Myers Squibb (BMY) | 0.0 | $769k | 11k | 71.95 | |
Vanguard Small Cap Index MFD (VSMAX) | 0.0 | $768k | 8.7k | 87.94 | |
Proshare S&p 500 Did Arist Etf MFD (NOBL) | 0.0 | $755k | 8.4k | 89.99 | |
Wells Fargo & Company (WFC) | 0.0 | $751k | 18k | 41.29 | |
Qorvo (QRVO) | 0.0 | $720k | 7.9k | 90.64 | |
Exelixis (EXEL) | 0.0 | $714k | 45k | 16.04 | |
Accenture (ACN) | 0.0 | $708k | 2.7k | 266.84 | |
Wec Energy Group (WEC) | 0.0 | $666k | 7.1k | 93.76 | |
Epam Systems (EPAM) | 0.0 | $656k | 2.0k | 327.74 | |
Roche Holding (RHHBY) | 0.0 | $629k | 16k | 39.15 | |
U.S. Bancorp (USB) | 0.0 | $628k | 14k | 43.61 | |
Paycom Software (PAYC) | 0.0 | $623k | 2.0k | 310.31 | |
Schwab Large-cap Index Mf MFD (SWPPX) | 0.0 | $617k | 11k | 58.76 | |
Marathon Petroleum Corp (MPC) | 0.0 | $613k | 5.3k | 116.39 | |
Fidelity Seleect Health Care MFD (FSPHX) | 0.0 | $606k | 22k | 27.62 | |
Colgate-Palmolive Company (CL) | 0.0 | $594k | 7.5k | 78.79 | |
Halyard Health (AVNS) | 0.0 | $591k | 22k | 27.06 | |
SPDR KBW Bank (KBE) | 0.0 | $589k | 13k | 45.15 | |
Kraft Heinz (KHC) | 0.0 | $584k | 14k | 40.71 | |
Vanguard Growth Index-adm MFD (VIGAX) | 0.0 | $581k | 5.3k | 109.72 | |
Ishares S&p 500 MFD (IVV) | 0.0 | $575k | 1.5k | 384.21 | |
Vanguard Ftse Dev Mkt Ifd (VEA) | 0.0 | $569k | 14k | 41.97 | |
Franklin Resources (BEN) | 0.0 | $562k | 21k | 26.38 | |
Tencent Holdings Ltd - (TCEHY) | 0.0 | $558k | 13k | 42.36 | |
Raytheon Technologies Corp (RTX) | 0.0 | $556k | 5.5k | 100.92 | |
Hubbell (HUBB) | 0.0 | $554k | 2.4k | 234.68 | |
Universal Display Corporation (OLED) | 0.0 | $544k | 5.0k | 108.04 | |
4068594 Enphase Energy (ENPH) | 0.0 | $539k | 2.0k | 264.96 | |
Schlumberger (SLB) | 0.0 | $528k | 9.9k | 53.46 | |
Vanguard Mid Cap Adm MFD (VIMAX) | 0.0 | $528k | 2.1k | 252.41 | |
Vanguard Total Intl MFD (VXUS) | 0.0 | $524k | 10k | 51.72 | |
Linde | 0.0 | $524k | 1.6k | 326.18 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $517k | 14k | 37.77 | |
Marsh & McLennan Companies (MMC) | 0.0 | $501k | 3.0k | 165.48 | |
Ishares Core S&p Total Us MFD (ITOT) | 0.0 | $490k | 5.8k | 84.80 | |
Dover Corporation (DOV) | 0.0 | $478k | 3.5k | 135.41 | |
Donaldson Company (DCI) | 0.0 | $477k | 8.1k | 58.87 | |
1/100 Berkshire Htwy Cla 100 | 0.0 | $469k | 100.00 | 4687.11 | |
General Mills (GIS) | 0.0 | $468k | 5.6k | 83.85 | |
ConocoPhillips (COP) | 0.0 | $462k | 3.9k | 118.00 | |
Wal-Mart Stores (WMT) | 0.0 | $461k | 3.2k | 141.79 | |
Novartis (NVS) | 0.0 | $456k | 5.0k | 90.72 | |
Travel Leisure Ord (TNL) | 0.0 | $444k | 12k | 36.40 | |
Zimmer Holdings (ZBH) | 0.0 | $442k | 3.5k | 127.50 | |
Medicine Man Tech (SHWZ) | 0.0 | $434k | 307k | 1.42 | |
Starbucks Corporation (SBUX) | 0.0 | $430k | 4.3k | 99.20 | |
Oshkosh Corporation (OSK) | 0.0 | $429k | 4.9k | 88.20 | |
Air Products & Chemicals (APD) | 0.0 | $427k | 1.4k | 308.26 | |
Hess (HES) | 0.0 | $420k | 3.0k | 141.82 | |
BP (BP) | 0.0 | $419k | 12k | 34.93 | |
Walgreen Boots Alliance (WBA) | 0.0 | $419k | 11k | 37.36 | |
Fortive (FTV) | 0.0 | $415k | 6.5k | 64.25 | |
Broadcom (AVGO) | 0.0 | $413k | 739.00 | 559.13 | |
Vanguard Inst Index MFD (VINIX) | 0.0 | $411k | 1.3k | 321.64 | |
Vanguard Us Growth Fund MFD (VWUAX) | 0.0 | $397k | 3.9k | 101.32 | |
Crown Castle Intl (CCI) | 0.0 | $394k | 2.9k | 135.64 | |
Janus Henderson Forty Fund Cla MFD (JACTX) | 0.0 | $391k | 11k | 34.84 | |
Ms India Investment Ifd (IIF) | 0.0 | $380k | 19k | 20.30 | |
Medtronic (MDT) | 0.0 | $380k | 4.9k | 77.72 | |
Msci-eafe Index Ifd (EFA) | 0.0 | $373k | 5.7k | 65.64 | |
Invstmnt Co Of Amer Cl-a MFD (AIVSX) | 0.0 | $369k | 8.9k | 41.26 | |
Alnylam Pharmaceuticals (ALNY) | 0.0 | $366k | 1.5k | 237.65 | |
Trade Desk (TTD) | 0.0 | $361k | 8.1k | 44.83 | |
Invesco Water Resources MFD (PHO) | 0.0 | $361k | 7.0k | 51.54 | |
S&p Midcap 400 MFD (MDY) | 0.0 | $354k | 800.00 | 442.79 | |
Seattle Genetics | 0.0 | $353k | 2.8k | 128.51 | |
Technology SPDR (XLK) | 0.0 | $353k | 2.8k | 124.44 | |
Caterpillar (CAT) | 0.0 | $350k | 1.5k | 239.53 | |
Yum China Holdings (YUMC) | 0.0 | $342k | 6.3k | 54.65 | |
Brady Corporation (BRC) | 0.0 | $339k | 7.2k | 47.10 | |
Deere & Company (DE) | 0.0 | $339k | 789.00 | 429.00 | |
T Rowe Pr Blue Chip Grow-i MFD (TBCIX) | 0.0 | $337k | 3.2k | 103.91 | |
Evolution Gaming Grp Adr sa (EVVTY) | 0.0 | $335k | 3.4k | 97.85 | |
Baraboo (BAOB) | 0.0 | $312k | 89k | 3.51 | |
Amer Europacific Grwth Cl F-1 Ifd (AEGFX) | 0.0 | $309k | 6.3k | 48.80 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $309k | 2.3k | 134.59 | |
Vangard Mid Cap Index Etf MFD (VO) | 0.0 | $307k | 1.5k | 203.81 | |
Jpmorgan Diversified Return MFD (JPUS) | 0.0 | $305k | 3.2k | 94.78 | |
Vanguard Extended Market Index MFD (VEXAX) | 0.0 | $303k | 3.0k | 100.85 | |
Warner Bros. Discovery (WBD) | 0.0 | $293k | 31k | 9.48 | |
Harbor Intl Ifd (HAINX) | 0.0 | $283k | 7.2k | 39.36 | |
Phillips 66 (PSX) | 0.0 | $283k | 2.7k | 104.08 | |
Vanguard Info Tech MFD (VGT) | 0.0 | $281k | 879.00 | 319.41 | |
Biogen Idec (BIIB) | 0.0 | $280k | 1.0k | 276.92 | |
Vanguard Intl Growth-adm MFD (VWILX) | 0.0 | $279k | 3.1k | 90.41 | |
Ishares Tr genomics immun (IDNA) | 0.0 | $279k | 11k | 25.17 | |
Palo Alto Networks (PANW) | 0.0 | $277k | 2.0k | 139.54 | |
Ubiquiti (UI) | 0.0 | $274k | 1.0k | 273.53 | |
Honeywell International (HON) | 0.0 | $272k | 1.3k | 214.30 | |
Vanguard Dvd MFD (VIG) | 0.0 | $272k | 1.8k | 151.88 | |
Eaton Corporation | 0.0 | $271k | 1.7k | 156.95 | |
Fidelity 500 Index MFD (FXAIX) | 0.0 | $264k | 2.0k | 133.14 | |
Vanguard Mid Cap Growth MFD (VOT) | 0.0 | $264k | 1.5k | 179.76 | |
J.M. Smucker Company (SJM) | 0.0 | $255k | 1.6k | 158.46 | |
Vanguard Tax-managed Capital A MFD (VTCLX) | 0.0 | $251k | 1.3k | 197.81 | |
Total Markets Equity Pool MFD | 0.0 | $250k | 6.9k | 36.16 | |
Target Corporation (TGT) | 0.0 | $246k | 1.6k | 149.05 | |
Royce Value Trust (RVT) | 0.0 | $244k | 18k | 13.26 | |
Bank First National Corporation (BFC) | 0.0 | $244k | 2.6k | 92.82 | |
Fidelity Growth MFD (FDGRX) | 0.0 | $243k | 11k | 22.51 | |
Whirlpool Corporation (WHR) | 0.0 | $242k | 1.7k | 141.46 | |
Wasatch Small Cap Value MFD (WMCVX) | 0.0 | $237k | 29k | 8.07 | |
Invesco Qqq Trust Series 1 MFD (QQQ) | 0.0 | $232k | 872.00 | 266.28 | |
Nextera Energy (NEE) | 0.0 | $231k | 2.8k | 83.60 | |
American Electric Power Company (AEP) | 0.0 | $231k | 2.4k | 94.95 | |
Southern Company (SO) | 0.0 | $230k | 3.2k | 71.41 | |
At&t (T) | 0.0 | $230k | 13k | 18.41 | |
Schwab Dev-mkts Index Mf Ifd (SWISX) | 0.0 | $227k | 12k | 19.74 | |
Corteva (CTVA) | 0.0 | $224k | 3.8k | 58.78 | |
American Funds Growth Fd F3 MFD (GAFFX) | 0.0 | $222k | 4.5k | 49.45 | |
Ishares Dj Select Dividend B/e MFD (DVY) | 0.0 | $221k | 1.8k | 120.60 | |
SBA Communications Corporation | 0.0 | $219k | 780.00 | 280.31 | |
Van Wellington Adm #571 MFD (VWENX) | 0.0 | $217k | 3.3k | 66.33 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $209k | 2.5k | 82.89 | |
Duke Energy (DUK) | 0.0 | $209k | 2.0k | 102.99 | |
Central Fd Cda Ltd cl a | 0.0 | $206k | 12k | 17.93 | |
Wasatch Growth MFD (WGROX) | 0.0 | $206k | 3.2k | 64.67 | |
Sempra Energy (SRE) | 0.0 | $204k | 1.3k | 154.54 | |
Cintas Corporation (CTAS) | 0.0 | $203k | 450.00 | 451.62 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $202k | 280.00 | 721.49 | |
ProAssurance Corporation (PRA) | 0.0 | $186k | 11k | 17.47 | |
Reckitt Benckiser- (RBGLY) | 0.0 | $170k | 12k | 14.09 | |
Baird Short-term Muni Bond MFD (BTMIX) | 0.0 | $155k | 16k | 9.85 | |
Fidelity Contrafund MFD (FCNTX) | 0.0 | $150k | 12k | 12.09 | |
Nuveen Wi Municipal Bd BMD (FWIAX) | 0.0 | $132k | 14k | 9.76 | |
Ford Motor Company (F) | 0.0 | $127k | 11k | 11.63 | |
Templeton Foreign Fd Cl A Ifd (TEMFX) | 0.0 | $116k | 17k | 6.86 | |
Oppenheimer Sr Float Rate MFD | 0.0 | $105k | 16k | 6.51 | |
Kimberly-Clark de Mexico SAB de CV (KCDMY) | 0.0 | $101k | 12k | 8.41 | |
Neuberger Berman Real Estate Sec (NRO) | 0.0 | $90k | 29k | 3.13 | |
Hanesbrands (HBI) | 0.0 | $84k | 13k | 6.36 | |
Cim Real Estate Finance Trust | 0.0 | $79k | 12k | 6.57 | |
Ginkgo Bioworks Holdings (DNA) | 0.0 | $62k | 37k | 1.69 | |
Wasatch Intl Opport Inv Ifd (WAIOX) | 0.0 | $61k | 22k | 2.82 | |
Grayscale Ethereum Com Unt (ETHE) | 0.0 | $58k | 12k | 4.76 | |
Wasatch Micro Cap Value MFD (WAMVX) | 0.0 | $38k | 13k | 2.97 | |
Remsleep Hldgs (RMSL) | 0.0 | $9.0k | 720k | 0.01 | |
Impedimed (IPDQF) | 0.0 | $1.1k | 20k | 0.05 | |
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 | |
Equatoriale Holdings Pte | 0.0 | $0 | 17k | 0.00 |