Personal Cfo Solutions as of March 31, 2023
Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 470 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Chubb (CB) | 6.5 | $32M | 163k | 194.18 | |
Ishares Tr Short Treas Bd (SHV) | 4.4 | $21M | 192k | 110.50 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 3.0 | $15M | 476k | 30.78 | |
Apple (AAPL) | 2.7 | $13M | 81k | 164.90 | |
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 2.1 | $10M | 416k | 24.51 | |
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) | 1.9 | $9.3M | 349k | 26.60 | |
Itt (ITT) | 1.8 | $8.7M | 101k | 86.30 | |
Microsoft Corporation (MSFT) | 1.7 | $8.1M | 28k | 288.30 | |
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 1.7 | $8.0M | 253k | 31.56 | |
Amazon (AMZN) | 1.5 | $7.4M | 72k | 103.29 | |
CNA Financial Corporation (CNA) | 1.3 | $6.5M | 165k | 39.03 | |
Innovator Etfs Tr Defined Wlt Shld (BALT) | 1.3 | $6.1M | 225k | 27.23 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $6.1M | 16k | 376.07 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.2 | $5.9M | 109k | 54.60 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $5.7M | 55k | 103.73 | |
Innovator Etfs Tr GRWT100 PWR BF (NAPR) | 1.1 | $5.2M | 133k | 38.94 | |
Fidelity Covington Trust Msci Indl Indx (FIDU) | 1.1 | $5.1M | 97k | 52.89 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 1.0 | $5.0M | 111k | 45.15 | |
Merck & Co (MRK) | 1.0 | $4.8M | 45k | 106.39 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.9 | $4.6M | 50k | 91.21 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.3M | 42k | 104.00 | |
Proshares Tr Hd Replication (HDG) | 0.9 | $4.1M | 86k | 47.97 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.8 | $4.0M | 66k | 61.47 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $3.9M | 37k | 105.50 | |
Innovator Etfs Tr Emrgng Mkt April (EAPR) | 0.8 | $3.7M | 153k | 24.44 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $3.6M | 37k | 99.12 | |
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.7 | $3.6M | 114k | 31.63 | |
Select Sector Spdr Tr Energy (XLE) | 0.7 | $3.5M | 43k | 82.83 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $3.4M | 12k | 285.81 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $3.2M | 7.8k | 409.38 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $3.1M | 38k | 82.16 | |
Pfizer (PFE) | 0.6 | $2.9M | 71k | 40.80 | |
Fidelity Covington Trust High Divid Etf (FDVV) | 0.6 | $2.8M | 74k | 38.08 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.7M | 8.9k | 308.77 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.7M | 6.6k | 411.11 | |
Alps Etf Tr Equal Sec Etf (EQL) | 0.6 | $2.7M | 27k | 99.53 | |
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.5 | $2.6M | 28k | 94.74 | |
Pmv Pharmaceuticals (PMVP) | 0.5 | $2.6M | 550k | 4.77 | |
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.5 | $2.5M | 86k | 28.94 | |
Visa Com Cl A (V) | 0.5 | $2.5M | 11k | 225.45 | |
Exxon Mobil Corporation (XOM) | 0.5 | $2.4M | 22k | 109.66 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $2.3M | 6.0k | 385.37 | |
Chevron Corporation (CVX) | 0.5 | $2.3M | 14k | 163.16 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $2.3M | 22k | 106.37 | |
General Dynamics Corporation (GD) | 0.5 | $2.2M | 9.8k | 228.21 | |
Verizon Communications (VZ) | 0.4 | $2.2M | 56k | 38.89 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $2.2M | 5.9k | 363.40 | |
American Express Company (AXP) | 0.4 | $2.1M | 13k | 164.96 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.1M | 12k | 183.23 | |
Johnson & Johnson (JNJ) | 0.4 | $2.1M | 14k | 154.99 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $2.1M | 55k | 37.91 | |
UnitedHealth (UNH) | 0.4 | $2.0M | 4.3k | 472.54 | |
Novo-nordisk A S Adr (NVO) | 0.4 | $2.0M | 13k | 159.14 | |
Aon Shs Cl A (AON) | 0.4 | $2.0M | 6.4k | 315.27 | |
Netflix (NFLX) | 0.4 | $2.0M | 5.7k | 345.50 | |
Select Sector Spdr Tr Technology (XLK) | 0.4 | $1.9M | 13k | 151.01 | |
Servicenow (NOW) | 0.4 | $1.9M | 4.1k | 464.72 | |
salesforce (CRM) | 0.4 | $1.8M | 9.1k | 199.78 | |
Pacer Fds Tr Developed Mrkt (ICOW) | 0.4 | $1.8M | 61k | 29.61 | |
Tesla Motors (TSLA) | 0.4 | $1.8M | 8.7k | 207.47 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $1.8M | 18k | 101.18 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.7M | 2.5k | 680.59 | |
Autodesk (ADSK) | 0.3 | $1.6M | 7.9k | 208.16 | |
Raytheon Technologies Corp (RTX) | 0.3 | $1.6M | 16k | 97.93 | |
Abbott Laboratories (ABT) | 0.3 | $1.4M | 14k | 101.26 | |
McKesson Corporation (MCK) | 0.3 | $1.3M | 3.8k | 356.06 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | 4.2k | 320.96 | |
Canadian Pacific Railway | 0.3 | $1.3M | 17k | 76.94 | |
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $1.3M | 28k | 46.95 | |
CVS Caremark Corporation (CVS) | 0.3 | $1.3M | 17k | 74.31 | |
Ferrari Nv Ord (RACE) | 0.3 | $1.3M | 4.6k | 270.91 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.3 | $1.2M | 39k | 31.64 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | 9.5k | 130.31 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.2M | 8.0k | 154.02 | |
W.R. Berkley Corporation (WRB) | 0.3 | $1.2M | 20k | 62.26 | |
Procter & Gamble Company (PG) | 0.2 | $1.2M | 8.1k | 148.69 | |
At&t (T) | 0.2 | $1.2M | 62k | 19.25 | |
Cisco Systems (CSCO) | 0.2 | $1.2M | 23k | 52.27 | |
Meta Platforms Cl A (META) | 0.2 | $1.2M | 5.5k | 211.96 | |
Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.2M | 17k | 69.41 | |
Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | 2.0k | 576.44 | |
Icon SHS (ICLR) | 0.2 | $1.1M | 5.3k | 213.57 | |
Simon Property (SPG) | 0.2 | $1.1M | 10k | 111.97 | |
Coca-Cola Company (KO) | 0.2 | $1.1M | 18k | 62.03 | |
Pepsi (PEP) | 0.2 | $1.1M | 5.8k | 182.30 | |
Quest Diagnostics Incorporated (DGX) | 0.2 | $1.0M | 7.3k | 141.49 | |
Linde SHS (LIN) | 0.2 | $1.0M | 2.9k | 355.49 | |
Southern Company (SO) | 0.2 | $1.0M | 15k | 69.58 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.0M | 20k | 50.66 | |
Atlassian Corporation Cl A (TEAM) | 0.2 | $1.0M | 6.0k | 171.17 | |
Bristol Myers Squibb (BMY) | 0.2 | $988k | 14k | 69.31 | |
Intel Corporation (INTC) | 0.2 | $978k | 30k | 32.67 | |
First Tr Morningstar Divid L SHS (FDL) | 0.2 | $970k | 27k | 35.50 | |
Paramount Global Class B Com (PARA) | 0.2 | $950k | 43k | 22.31 | |
Lennar Corp Cl A (LEN) | 0.2 | $947k | 9.0k | 105.11 | |
NVIDIA Corporation (NVDA) | 0.2 | $946k | 3.4k | 277.80 | |
Abbvie (ABBV) | 0.2 | $941k | 5.9k | 159.36 | |
Intuit (INTU) | 0.2 | $939k | 2.1k | 445.84 | |
Airbnb Com Cl A (ABNB) | 0.2 | $936k | 7.5k | 124.40 | |
Illumina (ILMN) | 0.2 | $896k | 3.9k | 232.55 | |
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $895k | 6.1k | 146.71 | |
Gilead Sciences (GILD) | 0.2 | $892k | 11k | 82.97 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $880k | 8.0k | 109.61 | |
Valero Energy Corporation (VLO) | 0.2 | $878k | 6.3k | 139.61 | |
Paypal Holdings (PYPL) | 0.2 | $876k | 12k | 75.94 | |
Norfolk Southern (NSC) | 0.2 | $874k | 4.1k | 211.99 | |
Celanese Corporation (CE) | 0.2 | $864k | 7.9k | 108.89 | |
Qualcomm (QCOM) | 0.2 | $850k | 6.7k | 127.57 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $849k | 13k | 66.12 | |
Alkermes SHS (ALKS) | 0.2 | $846k | 30k | 28.19 | |
Home Depot (HD) | 0.2 | $841k | 2.8k | 295.16 | |
Goldman Sachs (GS) | 0.2 | $833k | 2.5k | 327.12 | |
Ameriprise Financial (AMP) | 0.2 | $825k | 2.7k | 306.54 | |
International Business Machines (IBM) | 0.2 | $824k | 6.3k | 131.08 | |
Wal-Mart Stores (WMT) | 0.2 | $803k | 5.4k | 147.46 | |
Icici Bank Adr (IBN) | 0.2 | $800k | 37k | 21.58 | |
Bank of America Corporation (BAC) | 0.2 | $793k | 28k | 28.60 | |
Altria (MO) | 0.2 | $787k | 18k | 44.62 | |
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) | 0.2 | $787k | 42k | 18.95 | |
Steris Shs Usd (STE) | 0.2 | $786k | 4.1k | 191.26 | |
McDonald's Corporation (MCD) | 0.2 | $784k | 2.8k | 279.57 | |
Gartner (IT) | 0.2 | $781k | 2.4k | 325.77 | |
Nucor Corporation (NUE) | 0.2 | $778k | 5.0k | 154.48 | |
Medtronic SHS (MDT) | 0.2 | $776k | 9.6k | 80.62 | |
First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.2 | $754k | 8.4k | 89.96 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $750k | 12k | 62.40 | |
Eli Lilly & Co. (LLY) | 0.2 | $745k | 2.2k | 343.38 | |
Zoetis Cl A (ZTS) | 0.2 | $745k | 4.5k | 166.44 | |
Nike CL B (NKE) | 0.2 | $740k | 6.0k | 122.65 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $739k | 59k | 12.47 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $738k | 3.6k | 204.12 | |
Analog Devices (ADI) | 0.1 | $722k | 3.7k | 197.21 | |
Cigna Corp (CI) | 0.1 | $718k | 2.8k | 255.57 | |
Fidelity National Information Services (FIS) | 0.1 | $713k | 13k | 54.33 | |
ConocoPhillips (COP) | 0.1 | $712k | 7.2k | 99.21 | |
Broadcom (AVGO) | 0.1 | $711k | 1.1k | 641.44 | |
Arch Cap Group Ord (ACGL) | 0.1 | $709k | 10k | 67.87 | |
Enterprise Products Partners (EPD) | 0.1 | $691k | 27k | 25.90 | |
Waste Connections (WCN) | 0.1 | $690k | 5.0k | 139.08 | |
Honeywell International (HON) | 0.1 | $689k | 3.6k | 191.11 | |
Mettler-Toledo International (MTD) | 0.1 | $688k | 450.00 | 1528.51 | |
Pioneer Natural Resources (PXD) | 0.1 | $678k | 3.3k | 204.25 | |
Danaher Corporation (DHR) | 0.1 | $677k | 2.7k | 252.06 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $662k | 7.0k | 93.89 | |
Moody's Corporation (MCO) | 0.1 | $660k | 2.2k | 306.02 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $658k | 6.8k | 96.70 | |
NVR (NVR) | 0.1 | $658k | 118.00 | 5572.19 | |
Amgen (AMGN) | 0.1 | $647k | 2.7k | 241.72 | |
Xylem (XYL) | 0.1 | $641k | 6.1k | 104.70 | |
Corteva (CTVA) | 0.1 | $610k | 10k | 60.31 | |
Texas Instruments Incorporated (TXN) | 0.1 | $610k | 3.3k | 186.01 | |
Emerson Electric (EMR) | 0.1 | $610k | 7.0k | 87.14 | |
Air Products & Chemicals (APD) | 0.1 | $608k | 2.1k | 287.26 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $607k | 27k | 22.12 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $606k | 20k | 30.13 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $602k | 4.7k | 127.59 | |
Humana (HUM) | 0.1 | $599k | 1.2k | 485.50 | |
Anthem (ELV) | 0.1 | $599k | 1.3k | 459.70 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $598k | 3.9k | 151.78 | |
Boeing Company (BA) | 0.1 | $592k | 2.8k | 212.45 | |
Hp (HPQ) | 0.1 | $591k | 20k | 29.35 | |
Philip Morris International (PM) | 0.1 | $585k | 6.0k | 97.24 | |
Phillips 66 (PSX) | 0.1 | $585k | 5.8k | 101.39 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $577k | 3.2k | 178.40 | |
Whirlpool Corporation (WHR) | 0.1 | $576k | 4.4k | 132.01 | |
Marsh & McLennan Companies (MMC) | 0.1 | $574k | 3.4k | 166.56 | |
Thomson Reuters Corp. Com New | 0.1 | $573k | 4.4k | 130.12 | |
Morgan Stanley Com New (MS) | 0.1 | $572k | 6.5k | 87.80 | |
Lowe's Companies (LOW) | 0.1 | $572k | 2.9k | 199.99 | |
Public Service Enterprise (PEG) | 0.1 | $572k | 9.2k | 62.45 | |
FirstEnergy (FE) | 0.1 | $571k | 14k | 40.06 | |
BioCryst Pharmaceuticals (BCRX) | 0.1 | $565k | 68k | 8.34 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $564k | 13k | 44.87 | |
Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $564k | 6.6k | 85.62 | |
Citigroup Com New (C) | 0.1 | $562k | 12k | 46.89 | |
United Parcel Service CL B (UPS) | 0.1 | $554k | 2.9k | 194.00 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $553k | 9.4k | 58.54 | |
Incyte Corporation (INCY) | 0.1 | $551k | 7.6k | 72.27 | |
Alps Etf Tr Oshares Us Qualt (OUSA) | 0.1 | $545k | 13k | 42.15 | |
Epam Systems (EPAM) | 0.1 | $542k | 1.8k | 299.00 | |
Westrock (WRK) | 0.1 | $540k | 18k | 30.47 | |
Carrier Global Corporation (CARR) | 0.1 | $535k | 12k | 45.75 | |
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.1 | $524k | 18k | 29.50 | |
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.1 | $524k | 13k | 39.86 | |
Duke Energy Corp Com New (DUK) | 0.1 | $524k | 5.4k | 96.47 | |
Principal Financial (PFG) | 0.1 | $523k | 7.0k | 74.32 | |
BlackRock (BLK) | 0.1 | $521k | 779.00 | 668.71 | |
Centene Corporation (CNC) | 0.1 | $519k | 8.2k | 63.21 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $513k | 5.5k | 93.02 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $511k | 8.0k | 63.89 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $508k | 7.3k | 69.72 | |
Sap Se Spon Adr (SAP) | 0.1 | $508k | 4.0k | 126.55 | |
Parker-Hannifin Corporation (PH) | 0.1 | $508k | 1.5k | 336.05 | |
ResMed (RMD) | 0.1 | $504k | 2.3k | 218.96 | |
Wells Fargo & Company (WFC) | 0.1 | $503k | 14k | 37.38 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $500k | 608.00 | 821.67 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $496k | 12k | 40.40 | |
Automatic Data Processing (ADP) | 0.1 | $495k | 2.2k | 222.66 | |
Constellation Brands Cl A (STZ) | 0.1 | $494k | 2.2k | 225.94 | |
Marathon Petroleum Corp (MPC) | 0.1 | $482k | 3.6k | 134.83 | |
Applied Materials (AMAT) | 0.1 | $480k | 3.9k | 122.84 | |
Lam Research Corporation (LRCX) | 0.1 | $476k | 898.00 | 530.35 | |
Costco Wholesale Corporation (COST) | 0.1 | $470k | 946.00 | 496.71 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $467k | 10k | 46.15 | |
Walt Disney Company (DIS) | 0.1 | $467k | 4.7k | 100.14 | |
Best Buy (BBY) | 0.1 | $465k | 5.9k | 78.27 | |
General Electric Com New (GE) | 0.1 | $464k | 4.9k | 95.60 | |
NetApp (NTAP) | 0.1 | $457k | 7.2k | 63.85 | |
Northrop Grumman Corporation (NOC) | 0.1 | $455k | 985.00 | 461.51 | |
Align Technology (ALGN) | 0.1 | $453k | 1.4k | 334.14 | |
Nextera Energy (NEE) | 0.1 | $453k | 5.9k | 77.07 | |
Starbucks Corporation (SBUX) | 0.1 | $450k | 4.3k | 104.14 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $450k | 6.3k | 71.52 | |
Microchip Technology (MCHP) | 0.1 | $449k | 5.4k | 83.79 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $448k | 2.9k | 152.26 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $444k | 9.8k | 45.44 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $439k | 9.7k | 45.17 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $438k | 6.6k | 66.73 | |
Ensign (ENSG) | 0.1 | $438k | 4.6k | 95.53 | |
EOG Resources (EOG) | 0.1 | $436k | 3.8k | 114.63 | |
Advance Auto Parts (AAP) | 0.1 | $432k | 3.6k | 121.62 | |
SYSCO Corporation (SYY) | 0.1 | $429k | 5.6k | 77.23 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $423k | 7.8k | 54.57 | |
Stanley Black & Decker (SWK) | 0.1 | $423k | 5.2k | 80.59 | |
Ansys (ANSS) | 0.1 | $422k | 1.3k | 332.80 | |
Dupont De Nemours (DD) | 0.1 | $421k | 5.9k | 71.77 | |
Workday Cl A (WDAY) | 0.1 | $421k | 2.0k | 206.54 | |
Global X Fds Millennial Consu (MILN) | 0.1 | $421k | 14k | 29.75 | |
Fox Corp Cl A Com (FOXA) | 0.1 | $417k | 12k | 34.05 | |
Tyson Foods Cl A (TSN) | 0.1 | $413k | 7.0k | 59.32 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $412k | 1.7k | 244.39 | |
Inter Parfums (IPAR) | 0.1 | $411k | 2.9k | 142.24 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $410k | 7.7k | 53.47 | |
Becton, Dickinson and (BDX) | 0.1 | $410k | 1.7k | 247.61 | |
Nexstar Media Group Common Stock (NXST) | 0.1 | $409k | 2.4k | 172.63 | |
Prologis (PLD) | 0.1 | $409k | 3.3k | 124.75 | |
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $407k | 5.8k | 70.75 | |
American Electric Power Company (AEP) | 0.1 | $405k | 4.5k | 90.99 | |
Xcel Energy (XEL) | 0.1 | $403k | 6.0k | 67.44 | |
Progressive Corporation (PGR) | 0.1 | $402k | 2.8k | 143.07 | |
Deere & Company (DE) | 0.1 | $401k | 972.00 | 412.75 | |
3M Company (MMM) | 0.1 | $398k | 3.8k | 105.11 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $397k | 4.4k | 90.65 | |
O'reilly Automotive (ORLY) | 0.1 | $392k | 462.00 | 848.98 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $392k | 9.6k | 40.98 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $391k | 1.6k | 250.21 | |
PNC Financial Services (PNC) | 0.1 | $391k | 3.1k | 127.09 | |
Perrigo SHS (PRGO) | 0.1 | $388k | 11k | 35.87 | |
Discover Financial Services (DFS) | 0.1 | $387k | 3.9k | 98.83 | |
Palo Alto Networks (PANW) | 0.1 | $385k | 1.9k | 199.76 | |
Wingstop (WING) | 0.1 | $384k | 2.1k | 183.57 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $382k | 3.4k | 113.96 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $382k | 2.0k | 186.81 | |
Crown Castle Intl (CCI) | 0.1 | $382k | 2.9k | 133.82 | |
Travel Leisure Ord (TNL) | 0.1 | $382k | 9.7k | 39.20 | |
Materion Corporation (MTRN) | 0.1 | $380k | 3.3k | 116.01 | |
Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.1 | $378k | 8.6k | 44.18 | |
Charles Schwab Corporation (SCHW) | 0.1 | $377k | 7.2k | 52.38 | |
L3harris Technologies (LHX) | 0.1 | $377k | 1.9k | 196.19 | |
TJX Companies (TJX) | 0.1 | $375k | 4.8k | 78.37 | |
Kroger (KR) | 0.1 | $374k | 7.6k | 49.37 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $368k | 3.9k | 95.19 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $367k | 6.8k | 53.61 | |
Oracle Corporation (ORCL) | 0.1 | $361k | 3.9k | 92.91 | |
BP Sponsored Adr (BP) | 0.1 | $358k | 9.4k | 37.94 | |
Universal Display Corporation (OLED) | 0.1 | $355k | 2.3k | 155.15 | |
Lockheed Martin Corporation (LMT) | 0.1 | $351k | 743.00 | 472.56 | |
Cme (CME) | 0.1 | $350k | 1.8k | 191.49 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $349k | 55k | 6.39 | |
Lululemon Athletica (LULU) | 0.1 | $346k | 949.00 | 364.19 | |
Fortinet (FTNT) | 0.1 | $345k | 5.2k | 66.46 | |
Stevanato Group S P A Ord Shs (STVN) | 0.1 | $340k | 13k | 25.90 | |
Docusign (DOCU) | 0.1 | $339k | 5.8k | 58.30 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $339k | 14k | 24.54 | |
Brunswick Corporation (BC) | 0.1 | $337k | 4.1k | 82.01 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $336k | 5.5k | 60.93 | |
Element Solutions (ESI) | 0.1 | $336k | 17k | 19.31 | |
Dex (DXCM) | 0.1 | $333k | 2.9k | 116.18 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $331k | 22k | 15.10 | |
Capital One Financial (COF) | 0.1 | $331k | 3.4k | 96.15 | |
Landstar System (LSTR) | 0.1 | $330k | 1.8k | 179.21 | |
Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $330k | 9.3k | 35.30 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $329k | 8.1k | 40.34 | |
Insperity (NSP) | 0.1 | $328k | 2.7k | 121.53 | |
W.W. Grainger (GWW) | 0.1 | $326k | 473.00 | 689.32 | |
Northern Oil And Gas Inc Mn (NOG) | 0.1 | $326k | 11k | 30.35 | |
Caterpillar (CAT) | 0.1 | $326k | 1.4k | 228.77 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $325k | 1.7k | 191.30 | |
Cadence Design Systems (CDNS) | 0.1 | $325k | 1.5k | 210.09 | |
Wyndham Hotels And Resorts (WH) | 0.1 | $320k | 4.7k | 67.85 | |
Cohen & Steers (CNS) | 0.1 | $320k | 5.0k | 63.96 | |
LeMaitre Vascular (LMAT) | 0.1 | $320k | 6.2k | 51.47 | |
Encompass Health Corp (EHC) | 0.1 | $319k | 5.9k | 54.10 | |
Standex Int'l (SXI) | 0.1 | $318k | 2.6k | 122.45 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.1 | $318k | 9.9k | 32.17 | |
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $317k | 5.4k | 58.69 | |
Ishares Tr Us Infrastruc (IFRA) | 0.1 | $314k | 8.4k | 37.32 | |
Chord Energy Corporation Com New (CHRD) | 0.1 | $314k | 2.3k | 134.61 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $314k | 3.8k | 83.04 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $312k | 3.4k | 90.55 | |
Constellation Energy (CEG) | 0.1 | $311k | 4.0k | 78.50 | |
Casey's General Stores (CASY) | 0.1 | $309k | 1.4k | 216.51 | |
Martin Marietta Materials (MLM) | 0.1 | $308k | 867.00 | 355.08 | |
Bwx Technologies (BWXT) | 0.1 | $307k | 4.9k | 63.03 | |
Eaton Corp SHS (ETN) | 0.1 | $306k | 1.8k | 171.36 | |
Relx Sponsored Adr (RELX) | 0.1 | $306k | 9.4k | 32.44 | |
Littelfuse (LFUS) | 0.1 | $305k | 1.1k | 268.18 | |
Hershey Company (HSY) | 0.1 | $303k | 1.2k | 254.43 | |
Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $303k | 3.6k | 83.44 | |
Allison Transmission Hldngs I (ALSN) | 0.1 | $298k | 6.6k | 45.24 | |
Bhp Group Sponsored Ads (BHP) | 0.1 | $297k | 4.7k | 63.41 | |
Chemed Corp Com Stk (CHE) | 0.1 | $296k | 551.00 | 537.83 | |
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.1 | $296k | 6.4k | 46.06 | |
Civitas Resources Com New (CIVI) | 0.1 | $296k | 4.3k | 68.35 | |
CarMax (KMX) | 0.1 | $295k | 4.6k | 64.28 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.1 | $295k | 10k | 28.82 | |
Home BancShares (HOMB) | 0.1 | $294k | 14k | 21.71 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $294k | 2.6k | 112.08 | |
American Tower Reit (AMT) | 0.1 | $292k | 1.4k | 204.28 | |
Ecolab (ECL) | 0.1 | $292k | 1.8k | 165.54 | |
Utz Brands Com Cl A (UTZ) | 0.1 | $292k | 18k | 16.47 | |
Tenaris S A Sponsored Ads (TS) | 0.1 | $288k | 10k | 28.42 | |
Hamilton Lane Cl A (HLNE) | 0.1 | $288k | 3.9k | 73.98 | |
Terreno Realty Corporation (TRNO) | 0.1 | $285k | 4.4k | 64.59 | |
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $284k | 40k | 7.05 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $284k | 1.1k | 255.47 | |
Biogen Idec (BIIB) | 0.1 | $283k | 1.0k | 278.03 | |
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.1 | $282k | 9.6k | 29.40 | |
Tetra Tech (TTEK) | 0.1 | $282k | 1.9k | 146.89 | |
Exp World Holdings Inc equities (EXPI) | 0.1 | $282k | 22k | 12.69 | |
Kinsale Cap Group (KNSL) | 0.1 | $280k | 932.00 | 300.18 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $280k | 9.8k | 28.56 | |
Kellogg Company (K) | 0.1 | $277k | 4.1k | 66.96 | |
Shutterstock (SSTK) | 0.1 | $277k | 3.8k | 72.60 | |
Chesapeake Utilities Corporation (CPK) | 0.1 | $276k | 2.2k | 127.98 | |
T. Rowe Price (TROW) | 0.1 | $276k | 2.4k | 112.89 | |
Fiserv (FI) | 0.1 | $274k | 2.4k | 113.03 | |
U.S. Physical Therapy (USPH) | 0.1 | $273k | 2.8k | 97.90 | |
Amphenol Corp Cl A (APH) | 0.1 | $273k | 3.3k | 81.71 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $272k | 1.5k | 186.43 | |
Yum! Brands (YUM) | 0.1 | $272k | 2.1k | 132.11 | |
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $271k | 11k | 25.50 | |
Bank Ozk (OZK) | 0.1 | $270k | 7.9k | 34.20 | |
Abb Sponsored Adr (ABBNY) | 0.1 | $270k | 7.9k | 34.30 | |
Welltower Inc Com reit (WELL) | 0.1 | $270k | 3.8k | 71.69 | |
Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $270k | 4.4k | 61.17 | |
Shell Spon Ads (SHEL) | 0.1 | $269k | 4.7k | 57.54 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $267k | 848.00 | 315.07 | |
Snap-on Incorporated (SNA) | 0.1 | $266k | 1.1k | 246.82 | |
Power Integrations (POWI) | 0.1 | $266k | 3.1k | 84.63 | |
Msci (MSCI) | 0.1 | $265k | 473.00 | 559.85 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.1 | $265k | 8.4k | 31.45 | |
Hartford Financial Services (HIG) | 0.1 | $263k | 3.8k | 69.69 | |
Advisorshares Tr Dorsey Wrigt Adr (AADR) | 0.1 | $263k | 5.5k | 47.77 | |
Enbridge (ENB) | 0.1 | $263k | 6.9k | 38.15 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $262k | 5.4k | 48.79 | |
RPM International (RPM) | 0.1 | $260k | 3.0k | 87.25 | |
Air Lease Corp Cl A (AL) | 0.1 | $260k | 6.6k | 39.37 | |
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.1 | $259k | 12k | 21.05 | |
Atmos Energy Corporation (ATO) | 0.1 | $259k | 2.3k | 112.36 | |
Hdfc Bank Sponsored Ads (HDB) | 0.1 | $257k | 3.9k | 66.67 | |
Global Payments (GPN) | 0.1 | $255k | 2.4k | 105.22 | |
Hologic (HOLX) | 0.1 | $253k | 3.1k | 80.70 | |
GSK Sponsored Adr (GSK) | 0.1 | $253k | 7.1k | 35.58 | |
Federal Agric Mtg Corp CL C (AGM) | 0.1 | $251k | 1.9k | 133.16 | |
Cogent Communications Hldgs Com New (CCOI) | 0.1 | $250k | 3.9k | 63.73 | |
Kraft Heinz (KHC) | 0.1 | $249k | 6.4k | 38.67 | |
Block Cl A (SQ) | 0.1 | $249k | 3.6k | 68.65 | |
Trane Technologies SHS (TT) | 0.1 | $249k | 1.4k | 183.92 | |
United Rentals (URI) | 0.1 | $247k | 624.00 | 395.82 | |
Consolidated Edison (ED) | 0.1 | $247k | 2.6k | 95.68 | |
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 0.1 | $247k | 7.7k | 32.00 | |
Monro Muffler Brake (MNRO) | 0.1 | $246k | 5.0k | 49.43 | |
Paccar (PCAR) | 0.1 | $246k | 3.4k | 73.20 | |
Enviva (EVA) | 0.1 | $245k | 8.5k | 28.88 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $245k | 2.7k | 90.45 | |
Ufp Industries (UFPI) | 0.1 | $244k | 3.1k | 79.46 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $243k | 7.5k | 32.35 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $242k | 5.0k | 48.79 | |
ACADIA Pharmaceuticals (ACAD) | 0.0 | $242k | 13k | 18.82 | |
ABM Industries (ABM) | 0.0 | $241k | 5.4k | 44.94 | |
Quaker Chemical Corporation (KWR) | 0.0 | $241k | 1.2k | 197.92 | |
Iron Mountain (IRM) | 0.0 | $241k | 4.6k | 52.91 | |
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $240k | 9.7k | 24.79 | |
Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $239k | 205.00 | 1167.76 | |
Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $239k | 5.2k | 45.59 | |
Kulicke and Soffa Industries (KLIC) | 0.0 | $239k | 4.5k | 52.69 | |
Lakeland Financial Corporation (LKFN) | 0.0 | $238k | 3.8k | 62.65 | |
Ing Groep Sponsored Adr (ING) | 0.0 | $237k | 20k | 11.87 | |
HEICO Corporation (HEI) | 0.0 | $237k | 1.4k | 171.04 | |
Motorola Solutions Com New (MSI) | 0.0 | $237k | 826.00 | 286.26 | |
AutoZone (AZO) | 0.0 | $236k | 96.00 | 2458.15 | |
Advanced Micro Devices (AMD) | 0.0 | $236k | 2.4k | 98.00 | |
Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.0 | $235k | 21k | 10.98 | |
Nexpoint Residential Tr (NXRT) | 0.0 | $235k | 5.4k | 43.67 | |
Dover Corporation (DOV) | 0.0 | $234k | 1.5k | 151.92 | |
Vici Pptys (VICI) | 0.0 | $233k | 7.1k | 32.62 | |
Arista Networks (ANET) | 0.0 | $233k | 1.4k | 167.86 | |
Us Bancorp Del Com New (USB) | 0.0 | $233k | 6.5k | 36.05 | |
Albemarle Corporation (ALB) | 0.0 | $232k | 1.1k | 221.00 | |
Cummins (CMI) | 0.0 | $232k | 970.00 | 238.90 | |
Ishares Tr Europe Etf (IEV) | 0.0 | $231k | 4.6k | 50.02 | |
Archer Daniels Midland Company (ADM) | 0.0 | $230k | 2.9k | 79.67 | |
Etf Managers Tr Prime Cybr Scrty | 0.0 | $229k | 4.8k | 47.82 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $228k | 2.5k | 92.82 | |
Posco Holdings Sponsored Adr (PKX) | 0.0 | $228k | 3.3k | 69.69 | |
Zimmer Holdings (ZBH) | 0.0 | $227k | 1.8k | 129.23 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $227k | 2.5k | 91.24 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $227k | 5.3k | 42.75 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $226k | 4.5k | 50.32 | |
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.0 | $225k | 2.8k | 80.46 | |
Waste Management (WM) | 0.0 | $225k | 1.4k | 163.22 | |
Stmicroelectronics N V Ny Registry (STM) | 0.0 | $223k | 4.2k | 53.49 | |
Equinix (EQIX) | 0.0 | $223k | 309.00 | 720.46 | |
Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $223k | 28k | 7.97 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $223k | 2.9k | 75.54 | |
V.F. Corporation (VFC) | 0.0 | $222k | 9.7k | 22.91 | |
Tsakos Energy Navigation SHS (TNP) | 0.0 | $222k | 11k | 19.43 | |
Stryker Corporation (SYK) | 0.0 | $222k | 776.00 | 285.60 | |
PPG Industries (PPG) | 0.0 | $221k | 1.7k | 133.61 | |
Cdw (CDW) | 0.0 | $219k | 1.1k | 194.91 | |
Cable One (CABO) | 0.0 | $219k | 312.00 | 702.06 | |
Proshares Tr Sht 7-10 Yr Tr (TBX) | 0.0 | $219k | 7.9k | 27.87 | |
Trip Com Group Ads (TCOM) | 0.0 | $218k | 5.8k | 37.67 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $218k | 2.5k | 87.83 | |
CRA International (CRAI) | 0.0 | $218k | 2.0k | 107.84 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $218k | 6.2k | 35.20 | |
CRH Adr | 0.0 | $217k | 4.3k | 50.87 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $216k | 2.7k | 81.06 | |
Target Corporation (TGT) | 0.0 | $214k | 1.3k | 165.65 | |
UMH Properties (UMH) | 0.0 | $214k | 15k | 14.79 | |
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) | 0.0 | $214k | 6.2k | 34.66 | |
Iqvia Holdings (IQV) | 0.0 | $212k | 1.1k | 198.89 | |
Ventas (VTR) | 0.0 | $210k | 4.9k | 43.35 | |
Hldgs (UAL) | 0.0 | $210k | 4.7k | 44.25 | |
Murphy Usa (MUSA) | 0.0 | $210k | 812.00 | 258.05 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $209k | 2.7k | 76.73 | |
Shoe Carnival (SCVL) | 0.0 | $208k | 8.1k | 25.65 | |
Iqiyi Sponsored Ads (IQ) | 0.0 | $207k | 28k | 7.28 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $206k | 3.1k | 66.85 | |
AFLAC Incorporated (AFL) | 0.0 | $206k | 3.2k | 64.52 | |
Ttec Holdings (TTEC) | 0.0 | $206k | 5.5k | 37.23 | |
Public Storage (PSA) | 0.0 | $205k | 678.00 | 302.24 | |
DTE Energy Company (DTE) | 0.0 | $204k | 1.9k | 109.54 | |
State Street Corporation (STT) | 0.0 | $203k | 2.7k | 75.70 | |
Vipshop Holdings Sponsored Ads A (VIPS) | 0.0 | $202k | 13k | 15.18 | |
ConAgra Foods (CAG) | 0.0 | $201k | 5.4k | 37.56 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $201k | 1.6k | 123.68 | |
Snowflake Cl A (SNOW) | 0.0 | $200k | 1.3k | 154.29 | |
Ardelyx (ARDX) | 0.0 | $193k | 40k | 4.79 | |
Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $188k | 23k | 8.28 | |
Proshares Tr Ii Ultra Vix Short | 0.0 | $186k | 40k | 4.65 | |
Kennedy-Wilson Holdings (KW) | 0.0 | $183k | 11k | 16.59 | |
Aegon N V Ny Registry Shs | 0.0 | $170k | 40k | 4.30 | |
Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $161k | 33k | 4.93 | |
Kiniksa Pharmaceuticals Com Cl A (KNSA) | 0.0 | $153k | 14k | 10.76 | |
Western Union Company (WU) | 0.0 | $149k | 13k | 11.15 | |
Ford Motor Company (F) | 0.0 | $145k | 12k | 12.60 | |
Selecta Biosciences (RNAC) | 0.0 | $118k | 85k | 1.39 | |
Adaptive Biotechnologies Cor (ADPT) | 0.0 | $99k | 11k | 8.83 | |
Aris Water Solutions Class A Com (ARIS) | 0.0 | $96k | 12k | 7.79 | |
Banco Santander Adr (SAN) | 0.0 | $61k | 17k | 3.69 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $60k | 26k | 2.32 | |
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $56k | 20k | 2.82 | |
Lightwave Logic Inc C ommon (LWLG) | 0.0 | $52k | 10k | 5.23 | |
Hive Blockchain Technlgies L Com New | 0.0 | $33k | 10k | 3.29 | |
Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.0 | $21k | 19k | 1.09 | |
SeaChange International | 0.0 | $13k | 37k | 0.36 | |
Alpine 4 Holdings Cl A | 0.0 | $5.2k | 10k | 0.51 | |
Verastem | 0.0 | $4.2k | 10k | 0.42 |