Old Second National Bank Of Aurora as of June 30, 2025
Portfolio Holdings for Old Second National Bank Of Aurora
Old Second National Bank Of Aurora holds 299 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mfs Active Exchange Traded F (MFSI) | 8.3 | $38M | 1.3M | 28.45 | |
| iShares S&P MidCap 400 Index (IJH) | 6.6 | $30M | 489k | 62.02 | |
| NVIDIA Corporation (NVDA) | 4.6 | $21M | 133k | 157.99 | |
| Microsoft Corporation (MSFT) | 4.1 | $19M | 38k | 497.41 | |
| Broadcom (AVGO) | 3.4 | $16M | 57k | 275.65 | |
| Vanguard European ETF (VGK) | 2.8 | $13M | 168k | 77.50 | |
| Franklin Templeton Etf Tr franklin india (FLIN) | 2.7 | $12M | 309k | 39.83 | |
| Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 2.6 | $12M | 619k | 19.52 | |
| Apple (AAPL) | 2.5 | $12M | 57k | 205.17 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $12M | 40k | 289.91 | |
| Vanguard REIT ETF (VNQ) | 2.3 | $10M | 117k | 89.06 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $9.6M | 54k | 176.23 | |
| Blackrock (BLK) | 1.7 | $7.9M | 7.5k | 1049.25 | |
| Morgan Stanley (MS) | 1.6 | $7.5M | 53k | 140.86 | |
| Amazon (AMZN) | 1.6 | $7.2M | 33k | 219.39 | |
| Vanguard Europe Pacific ETF (VEA) | 1.6 | $7.2M | 126k | 57.01 | |
| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 1.5 | $6.7M | 343k | 19.65 | |
| Vanguard Total World Stock Idx (VT) | 1.4 | $6.5M | 51k | 128.52 | |
| KLA-Tencor Corporation (KLAC) | 1.4 | $6.3M | 7.1k | 895.74 | |
| Spdr S&p 500 Etf (SPY) | 1.4 | $6.3M | 10k | 617.85 | |
| Eli Lilly & Co. (LLY) | 1.3 | $6.1M | 7.9k | 779.53 | |
| Sofi Technologies (SOFI) | 1.2 | $5.5M | 304k | 18.21 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $5.5M | 37k | 149.58 | |
| Cummins (CMI) | 1.2 | $5.4M | 17k | 327.50 | |
| Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) | 1.1 | $4.9M | 211k | 23.33 | |
| Johnson & Johnson (JNJ) | 1.0 | $4.5M | 29k | 152.75 | |
| Pulte (PHM) | 1.0 | $4.4M | 42k | 105.46 | |
| Corning Incorporated (GLW) | 0.9 | $4.2M | 81k | 52.59 | |
| MetLife (MET) | 0.9 | $4.2M | 52k | 80.42 | |
| Badger Meter (BMI) | 0.9 | $4.1M | 17k | 244.95 | |
| Abbott Laboratories (ABT) | 0.8 | $3.8M | 28k | 136.01 | |
| Eaton (ETN) | 0.8 | $3.8M | 11k | 356.99 | |
| Northrop Grumman Corporation (NOC) | 0.8 | $3.8M | 7.6k | 499.98 | |
| Abbvie (ABBV) | 0.8 | $3.8M | 20k | 185.62 | |
| MasterCard Incorporated (MA) | 0.8 | $3.7M | 6.6k | 561.94 | |
| Capital One Financial (COF) | 0.8 | $3.7M | 17k | 212.76 | |
| Pepsi (PEP) | 0.8 | $3.6M | 27k | 132.04 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.8 | $3.5M | 48k | 72.69 | |
| Procter & Gamble Company (PG) | 0.7 | $3.4M | 21k | 159.32 | |
| Roper Industries (ROP) | 0.7 | $3.2M | 5.7k | 566.84 | |
| EOG Resources (EOG) | 0.7 | $3.2M | 26k | 119.61 | |
| Energy Select Sector SPDR (XLE) | 0.6 | $2.9M | 34k | 84.81 | |
| Valero Energy Corporation (VLO) | 0.6 | $2.9M | 22k | 134.42 | |
| Stryker Corporation (SYK) | 0.6 | $2.9M | 7.3k | 395.63 | |
| Norfolk Southern (NSC) | 0.6 | $2.8M | 11k | 255.97 | |
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.6 | $2.8M | 37k | 75.58 | |
| United Parcel Service (UPS) | 0.6 | $2.7M | 27k | 100.94 | |
| Prologis (PLD) | 0.6 | $2.7M | 26k | 105.12 | |
| Costco Wholesale Corporation (COST) | 0.6 | $2.6M | 2.7k | 989.94 | |
| Home Depot (HD) | 0.6 | $2.6M | 7.0k | 366.64 | |
| Viking Holdings (VIK) | 0.6 | $2.5M | 47k | 53.29 | |
| Nextera Energy (NEE) | 0.5 | $2.5M | 36k | 69.42 | |
| Chevron Corporation (CVX) | 0.5 | $2.5M | 17k | 143.19 | |
| Wal-Mart Stores (WMT) | 0.5 | $2.5M | 25k | 97.78 | |
| Public Service Enterprise (PEG) | 0.5 | $2.4M | 29k | 84.18 | |
| Walt Disney Company (DIS) | 0.5 | $2.4M | 20k | 124.01 | |
| Danaher Corporation (DHR) | 0.5 | $2.3M | 12k | 197.54 | |
| Honeywell International (HON) | 0.5 | $2.3M | 10k | 232.88 | |
| Starbucks Corporation (SBUX) | 0.5 | $2.2M | 24k | 91.63 | |
| Welltower Inc Com reit (WELL) | 0.5 | $2.2M | 14k | 153.73 | |
| McDonald's Corporation (MCD) | 0.5 | $2.2M | 7.5k | 292.17 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $2.2M | 39k | 56.15 | |
| Enbridge (ENB) | 0.5 | $2.1M | 47k | 45.32 | |
| Zoetis Inc Cl A (ZTS) | 0.5 | $2.1M | 14k | 155.95 | |
| Qualcomm (QCOM) | 0.5 | $2.1M | 13k | 159.26 | |
| iShares S&P 500 Index (IVV) | 0.5 | $2.1M | 3.4k | 620.90 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $2.0M | 3.6k | 566.48 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.8M | 4.6k | 386.88 | |
| Packaging Corporation of America (PKG) | 0.4 | $1.7M | 9.2k | 188.45 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $1.7M | 21k | 80.97 | |
| Ingredion Incorporated (INGR) | 0.4 | $1.6M | 12k | 135.62 | |
| Aptiv Holdings (APTV) | 0.3 | $1.6M | 24k | 68.22 | |
| Vanguard Utilities ETF (VPU) | 0.3 | $1.5M | 8.2k | 176.51 | |
| Oracle Corporation (ORCL) | 0.3 | $1.2M | 5.4k | 218.63 | |
| Verizon Communications (VZ) | 0.2 | $1.1M | 25k | 43.27 | |
| AES Corporation (AES) | 0.2 | $1.0M | 99k | 10.52 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $918k | 11k | 83.48 | |
| Comcast Corporation (CMCSA) | 0.2 | $894k | 25k | 35.69 | |
| Philip Morris International (PM) | 0.2 | $880k | 4.8k | 182.13 | |
| Vanguard Value ETF (VTV) | 0.2 | $824k | 4.7k | 176.74 | |
| Fifth Third Ban (FITB) | 0.2 | $817k | 20k | 41.13 | |
| Invesco Bulletshares 2025 Mu buls (BSMP) | 0.2 | $742k | 30k | 24.54 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $716k | 7.8k | 91.97 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $710k | 1.3k | 568.03 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $639k | 5.8k | 110.10 | |
| Jp Morgan Exchange Traded Fd fund (JQUA) | 0.1 | $601k | 10k | 60.05 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $589k | 1.3k | 440.65 | |
| Waste Management (WM) | 0.1 | $577k | 2.5k | 228.82 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $573k | 5.3k | 107.80 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $565k | 2.4k | 236.98 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $546k | 2.5k | 215.79 | |
| Cisco Systems (CSCO) | 0.1 | $524k | 7.6k | 69.38 | |
| Merck & Co (MRK) | 0.1 | $524k | 6.6k | 79.16 | |
| SPDR S&P Emerging Markets (SPEM) | 0.1 | $500k | 12k | 42.74 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $497k | 9.1k | 54.38 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $492k | 3.7k | 133.31 | |
| SPDR S&P World ex-US (SPDW) | 0.1 | $478k | 12k | 40.49 | |
| Comerica Incorporated (CMA) | 0.1 | $470k | 7.9k | 59.65 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $453k | 5.1k | 89.39 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $446k | 2.2k | 204.67 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $442k | 1.1k | 405.46 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $442k | 10k | 42.60 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $441k | 800.00 | 551.64 | |
| Wec Energy Group (WEC) | 0.1 | $435k | 4.2k | 104.20 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $379k | 4.2k | 90.98 | |
| Altria (MO) | 0.1 | $371k | 6.3k | 58.63 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $367k | 755.00 | 485.77 | |
| Cme (CME) | 0.1 | $364k | 1.3k | 275.62 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $356k | 2.9k | 123.58 | |
| Caterpillar (CAT) | 0.1 | $347k | 893.00 | 388.21 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $335k | 6.4k | 52.34 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $324k | 2.4k | 135.04 | |
| Mondelez Int (MDLZ) | 0.1 | $319k | 4.7k | 67.44 | |
| Federated Hermes Etf Trust (FTRB) | 0.1 | $315k | 13k | 25.10 | |
| International Business Machines (IBM) | 0.1 | $295k | 1.0k | 294.78 | |
| Ishares Tr liquid inc etf (ICSH) | 0.1 | $294k | 5.8k | 50.71 | |
| American Express Company (AXP) | 0.1 | $287k | 900.00 | 318.98 | |
| Constellation Energy (CEG) | 0.1 | $286k | 885.00 | 322.76 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.1 | $285k | 3.0k | 93.79 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $283k | 667.00 | 424.58 | |
| Fiserv (FI) | 0.1 | $281k | 1.6k | 172.41 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $260k | 2.7k | 95.32 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $242k | 522.00 | 463.14 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $240k | 5.0k | 48.24 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $231k | 1.3k | 177.39 | |
| Coca-Cola Company (KO) | 0.0 | $216k | 3.0k | 70.75 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $209k | 4.2k | 49.46 | |
| Duke Energy (DUK) | 0.0 | $204k | 1.7k | 118.00 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $197k | 8.3k | 23.83 | |
| Woodward Governor Company (WWD) | 0.0 | $196k | 800.00 | 245.09 | |
| Southern Company (SO) | 0.0 | $189k | 2.1k | 91.83 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $185k | 5.5k | 33.58 | |
| Paychex (PAYX) | 0.0 | $184k | 1.3k | 145.46 | |
| Bank of America Corporation (BAC) | 0.0 | $183k | 3.9k | 47.32 | |
| Xcel Energy (XEL) | 0.0 | $180k | 2.6k | 68.10 | |
| iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.0 | $172k | 3.0k | 56.56 | |
| Entergy Corporation (ETR) | 0.0 | $167k | 2.0k | 83.12 | |
| Agnico (AEM) | 0.0 | $163k | 1.4k | 118.93 | |
| Union Pacific Corporation (UNP) | 0.0 | $161k | 700.00 | 230.08 | |
| Unilever (UL) | 0.0 | $160k | 2.6k | 61.17 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $154k | 927.00 | 166.11 | |
| SPDR Gold Trust (GLD) | 0.0 | $149k | 489.00 | 304.83 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $147k | 1.1k | 132.81 | |
| At&t (T) | 0.0 | $139k | 4.8k | 28.94 | |
| General Electric (GE) | 0.0 | $137k | 534.00 | 257.39 | |
| Boeing Company (BA) | 0.0 | $137k | 652.00 | 209.53 | |
| Pentair cs (PNR) | 0.0 | $136k | 1.3k | 102.66 | |
| Invesco Bulletshares 2026 Mu buls (BSMQ) | 0.0 | $135k | 5.7k | 23.56 | |
| Ameriprise Financial (AMP) | 0.0 | $131k | 245.00 | 533.73 | |
| CBOE Holdings (CBOE) | 0.0 | $128k | 550.00 | 233.21 | |
| Shopify Inc cl a (SHOP) | 0.0 | $128k | 1.1k | 115.35 | |
| Utilities SPDR (XLU) | 0.0 | $123k | 1.5k | 81.66 | |
| General Dynamics Corporation (GD) | 0.0 | $120k | 411.00 | 291.66 | |
| Facebook Inc cl a (META) | 0.0 | $120k | 162.00 | 738.09 | |
| Exelon Corporation (EXC) | 0.0 | $114k | 2.6k | 43.42 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $113k | 542.00 | 207.62 | |
| Netflix (NFLX) | 0.0 | $107k | 80.00 | 1339.12 | |
| Goldman Sachs (GS) | 0.0 | $107k | 151.00 | 707.75 | |
| American Electric Power Company (AEP) | 0.0 | $106k | 1.0k | 103.76 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $102k | 369.00 | 276.94 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $101k | 927.00 | 109.29 | |
| Technology SPDR (XLK) | 0.0 | $101k | 400.00 | 253.23 | |
| T Rowe Price Etf (TFLR) | 0.0 | $100k | 2.0k | 51.43 | |
| iShares S&P 100 Index (OEF) | 0.0 | $98k | 321.00 | 304.35 | |
| Oneok (OKE) | 0.0 | $96k | 1.2k | 81.63 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $93k | 412.00 | 226.49 | |
| Automatic Data Processing (ADP) | 0.0 | $92k | 297.00 | 308.40 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $84k | 428.00 | 195.01 | |
| General Mills (GIS) | 0.0 | $83k | 1.6k | 51.81 | |
| Enterprise Products Partners (EPD) | 0.0 | $82k | 2.6k | 31.01 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $81k | 450.00 | 179.63 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $79k | 543.00 | 146.02 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $79k | 393.00 | 201.13 | |
| Carrier Global Corporation (CARR) | 0.0 | $79k | 1.1k | 73.19 | |
| Target Corporation (TGT) | 0.0 | $78k | 790.00 | 98.65 | |
| American Tower Reit (AMT) | 0.0 | $77k | 350.00 | 221.02 | |
| 3M Company (MMM) | 0.0 | $76k | 500.00 | 152.24 | |
| Palantir Technologies (PLTR) | 0.0 | $75k | 550.00 | 136.32 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $70k | 1.3k | 52.37 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $67k | 345.00 | 192.71 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $66k | 1.9k | 34.51 | |
| Quanta Services (PWR) | 0.0 | $63k | 167.00 | 378.08 | |
| Snap-on Incorporated (SNA) | 0.0 | $62k | 200.00 | 311.18 | |
| Trane Technologies (TT) | 0.0 | $59k | 135.00 | 437.41 | |
| Industrial SPDR (XLI) | 0.0 | $59k | 400.00 | 147.52 | |
| Cardinal Health (CAH) | 0.0 | $58k | 346.00 | 168.00 | |
| Vanguard Growth ETF (VUG) | 0.0 | $57k | 130.00 | 438.40 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $55k | 284.00 | 194.23 | |
| Chubb (CB) | 0.0 | $52k | 180.00 | 289.72 | |
| Servicenow (NOW) | 0.0 | $51k | 50.00 | 1028.08 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $50k | 391.00 | 128.92 | |
| Fastenal Company (FAST) | 0.0 | $50k | 1.2k | 42.00 | |
| Invesco Exch Trd Slf Idx Fd invsco blsh 28 (BSCS) | 0.0 | $50k | 2.5k | 20.49 | |
| Visa (V) | 0.0 | $48k | 136.00 | 355.05 | |
| AFLAC Incorporated (AFL) | 0.0 | $46k | 439.00 | 105.46 | |
| Intel Corporation (INTC) | 0.0 | $44k | 2.0k | 22.40 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $44k | 200.00 | 217.33 | |
| Sprott Physical Gold & S (CEF) | 0.0 | $42k | 1.4k | 30.10 | |
| Ishares Ibonds Dec 2028 Term T (IBTI) | 0.0 | $41k | 1.8k | 22.36 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $40k | 60.00 | 663.28 | |
| Allstate Corporation (ALL) | 0.0 | $38k | 190.00 | 201.31 | |
| Ge Vernova (GEV) | 0.0 | $34k | 64.00 | 529.17 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $34k | 85.00 | 396.54 | |
| Gilead Sciences (GILD) | 0.0 | $33k | 300.00 | 110.87 | |
| Dominion Resources (D) | 0.0 | $33k | 587.00 | 56.52 | |
| Pfizer (PFE) | 0.0 | $33k | 1.3k | 24.24 | |
| iShares S&P India Nifty 50 Index Fund (INDY) | 0.0 | $33k | 600.00 | 54.38 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $32k | 300.00 | 107.83 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $32k | 177.00 | 181.74 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $31k | 545.00 | 56.48 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $30k | 300.00 | 99.02 | |
| iShares Silver Trust (SLV) | 0.0 | $29k | 886.00 | 32.81 | |
| AvalonBay Communities (AVB) | 0.0 | $29k | 140.00 | 203.50 | |
| Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf (GLTR) | 0.0 | $28k | 200.00 | 138.15 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $27k | 150.00 | 182.82 | |
| Jacobs Engineering Group (J) | 0.0 | $26k | 200.00 | 131.45 | |
| Labcorp Holdings (LH) | 0.0 | $26k | 100.00 | 262.51 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) | 0.0 | $25k | 1.1k | 23.07 | |
| Yum! Brands (YUM) | 0.0 | $25k | 167.00 | 148.18 | |
| Principal Financial (PFG) | 0.0 | $24k | 300.00 | 79.43 | |
| iShares Gold Trust (IAU) | 0.0 | $23k | 375.00 | 62.36 | |
| Booking Holdings (BKNG) | 0.0 | $23k | 4.00 | 5789.25 | |
| Williams Companies (WMB) | 0.0 | $23k | 368.00 | 62.81 | |
| GSK (GSK) | 0.0 | $23k | 600.00 | 38.40 | |
| Marriott International (MAR) | 0.0 | $23k | 83.00 | 273.20 | |
| Kinder Morgan (KMI) | 0.0 | $22k | 760.00 | 29.40 | |
| Masco Corporation (MAS) | 0.0 | $21k | 332.00 | 64.36 | |
| Dow (DOW) | 0.0 | $21k | 803.00 | 26.48 | |
| On Hldg (ONON) | 0.0 | $21k | 400.00 | 52.05 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $21k | 280.00 | 74.07 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $20k | 755.00 | 26.95 | |
| LKQ Corporation (LKQ) | 0.0 | $20k | 539.00 | 37.01 | |
| Global X Fds us pfd etf (PFFD) | 0.0 | $19k | 1.0k | 18.83 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2027 muni (BSMR) | 0.0 | $19k | 800.00 | 23.47 | |
| W.W. Grainger (GWW) | 0.0 | $19k | 18.00 | 1040.22 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $18k | 80.00 | 223.78 | |
| Lowe's Companies (LOW) | 0.0 | $18k | 80.00 | 221.88 | |
| Ishares Tr s^p aggr all (AOA) | 0.0 | $17k | 205.00 | 83.40 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $16k | 266.00 | 60.03 | |
| Tesla Motors (TSLA) | 0.0 | $16k | 50.00 | 317.66 | |
| Nuscale PWR Corp (SMR) | 0.0 | $16k | 400.00 | 39.56 | |
| Progressive Corporation (PGR) | 0.0 | $16k | 58.00 | 266.86 | |
| Allegion Plc equity (ALLE) | 0.0 | $15k | 105.00 | 144.12 | |
| Zimmer Holdings (ZBH) | 0.0 | $15k | 160.00 | 91.21 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $15k | 52.00 | 279.83 | |
| AstraZeneca (AZN) | 0.0 | $14k | 200.00 | 69.88 | |
| Amicus Therapeutics (FOLD) | 0.0 | $14k | 2.4k | 5.73 | |
| Health Care SPDR (XLV) | 0.0 | $14k | 100.00 | 134.79 | |
| Emerson Electric (EMR) | 0.0 | $13k | 100.00 | 133.33 | |
| Truist Financial Corp equities (TFC) | 0.0 | $13k | 300.00 | 42.99 | |
| SYSCO Corporation (SYY) | 0.0 | $13k | 168.00 | 75.74 | |
| Nexstar Broadcasting (NXST) | 0.0 | $13k | 73.00 | 172.95 | |
| Diageo (DEO) | 0.0 | $13k | 125.00 | 100.84 | |
| Cibc Cad (CM) | 0.0 | $12k | 170.00 | 70.83 | |
| Applied Materials (AMAT) | 0.0 | $12k | 65.00 | 183.08 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $12k | 117.00 | 99.20 | |
| Corteva (CTVA) | 0.0 | $11k | 153.00 | 74.53 | |
| Materials SPDR (XLB) | 0.0 | $11k | 125.00 | 87.81 | |
| UnitedHealth (UNH) | 0.0 | $11k | 35.00 | 311.97 | |
| Amgen (AMGN) | 0.0 | $10k | 37.00 | 279.22 | |
| Kraft Heinz (KHC) | 0.0 | $10k | 395.00 | 25.82 | |
| Paypal Holdings (PYPL) | 0.0 | $9.5k | 128.00 | 74.32 | |
| ConAgra Foods (CAG) | 0.0 | $9.2k | 450.00 | 20.47 | |
| Air Products & Chemicals (APD) | 0.0 | $8.5k | 30.00 | 282.07 | |
| National Grid (NGG) | 0.0 | $8.3k | 111.00 | 74.41 | |
| Digital Realty Trust (DLR) | 0.0 | $8.0k | 46.00 | 174.33 | |
| Crown Castle Intl (CCI) | 0.0 | $7.8k | 76.00 | 102.72 | |
| Fnf (FNF) | 0.0 | $7.7k | 138.00 | 56.06 | |
| CF Industries Holdings (CF) | 0.0 | $7.4k | 80.00 | 92.00 | |
| Harley-Davidson (HOG) | 0.0 | $5.4k | 229.00 | 23.60 | |
| Perpetua Resources (PPTA) | 0.0 | $5.2k | 425.00 | 12.14 | |
| Amentum Holdings (AMTM) | 0.0 | $5.0k | 212.00 | 23.61 | |
| Cigna Corp (CI) | 0.0 | $5.0k | 15.00 | 330.60 | |
| Bristol Myers Squibb (BMY) | 0.0 | $4.6k | 100.00 | 46.29 | |
| Sempra Energy (SRE) | 0.0 | $3.9k | 52.00 | 75.77 | |
| Alcon (ALC) | 0.0 | $3.7k | 42.00 | 88.48 | |
| CVS Caremark Corporation (CVS) | 0.0 | $3.6k | 52.00 | 68.98 | |
| Prudential Financial (PRU) | 0.0 | $3.3k | 31.00 | 107.45 | |
| SPDR S&P Homebuilders (XHB) | 0.0 | $3.3k | 33.00 | 98.58 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $3.0k | 39.00 | 77.31 | |
| Carnival Corporation (CCL) | 0.0 | $2.8k | 100.00 | 28.12 | |
| Moderna (MRNA) | 0.0 | $2.8k | 100.00 | 27.59 | |
| Kroger (KR) | 0.0 | $2.5k | 35.00 | 71.74 | |
| L3harris Technologies (LHX) | 0.0 | $2.5k | 10.00 | 250.80 | |
| Analog Devices (ADI) | 0.0 | $2.4k | 10.00 | 238.00 | |
| Organon & Co (OGN) | 0.0 | $2.2k | 228.00 | 9.68 | |
| Yum China Holdings (YUMC) | 0.0 | $2.2k | 49.00 | 44.71 | |
| Walgreen Boots Alliance | 0.0 | $2.0k | 176.00 | 11.48 | |
| Celanese Corporation (CE) | 0.0 | $2.0k | 36.00 | 55.33 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $1.5k | 14.00 | 105.64 | |
| Viatris (VTRS) | 0.0 | $1.4k | 162.00 | 8.93 | |
| Linde (LIN) | 0.0 | $938.000000 | 2.00 | 469.00 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $654.000100 | 13.00 | 50.31 | |
| Warner Bros. Discovery (WBD) | 0.0 | $446.998500 | 39.00 | 11.46 | |
| Nike (NKE) | 0.0 | $426.000000 | 6.00 | 71.00 | |
| salesforce (CRM) | 0.0 | $273.000000 | 1.00 | 273.00 | |
| Callaway Golf Company (MODG) | 0.0 | $249.999500 | 31.00 | 8.06 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.0 | $225.000000 | 1.00 | 225.00 | |
| Zimvie (ZIMV) | 0.0 | $150.000000 | 16.00 | 9.38 |