Personal Cfo Solutions as of June 30, 2023
Portfolio Holdings for Personal Cfo Solutions
Personal Cfo Solutions holds 467 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Short Treas Bd (SHV) | 3.7 | $18M | 163k | 110.45 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 3.3 | $16M | 513k | 31.67 | |
Apple (AAPL) | 3.3 | $16M | 84k | 193.97 | |
Chubb (CB) | 2.3 | $11M | 58k | 192.56 | |
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 2.1 | $11M | 422k | 24.92 | |
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) | 2.0 | $9.8M | 356k | 27.54 | |
Amazon (AMZN) | 1.9 | $9.4M | 73k | 130.36 | |
Itt (ITT) | 1.9 | $9.4M | 101k | 93.21 | |
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 1.9 | $9.4M | 279k | 33.55 | |
Microsoft Corporation (MSFT) | 1.9 | $9.2M | 27k | 340.53 | |
Innovator Etfs Tr Defined Wlt Shld (BALT) | 1.6 | $7.9M | 285k | 27.89 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $7.4M | 18k | 407.29 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 1.4 | $7.0M | 155k | 45.42 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $6.6M | 55k | 119.70 | |
CNA Financial Corporation (CNA) | 1.3 | $6.4M | 165k | 38.62 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $6.2M | 112k | 55.33 | |
Innovator Etfs Tr GRWT100 PWR BF (NAPR) | 1.1 | $5.6M | 135k | 41.69 | |
Fidelity Covington Trust Msci Indl Indx (FIDU) | 1.1 | $5.5M | 98k | 56.87 | |
Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.1M | 42k | 120.97 | |
Merck & Co (MRK) | 1.0 | $5.0M | 44k | 115.39 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $4.9M | 65k | 75.07 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.9 | $4.4M | 51k | 86.76 | |
Proshares Tr Hd Replication (HDG) | 0.9 | $4.3M | 90k | 48.36 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.8 | $4.2M | 66k | 63.12 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $3.9M | 37k | 106.07 | |
Innovator Etfs Tr Emrgng Mkt April (EAPR) | 0.8 | $3.8M | 156k | 24.63 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $3.8M | 12k | 308.58 | |
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.7 | $3.7M | 118k | 31.20 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $3.4M | 7.7k | 443.25 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.0M | 8.9k | 341.00 | |
Fidelity Covington Trust High Divid Etf (FDVV) | 0.6 | $3.0M | 76k | 39.74 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $3.0M | 6.1k | 488.99 | |
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.6 | $2.8M | 29k | 99.12 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.8M | 6.3k | 445.72 | |
Visa Com Cl A (V) | 0.5 | $2.6M | 11k | 237.48 | |
Pfizer (PFE) | 0.5 | $2.6M | 70k | 36.68 | |
Netflix (NFLX) | 0.5 | $2.5M | 5.7k | 440.52 | |
Tesla Motors (TSLA) | 0.5 | $2.4M | 9.1k | 261.76 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $2.3M | 6.0k | 393.30 | |
Servicenow (NOW) | 0.5 | $2.3M | 4.1k | 561.97 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $2.3M | 55k | 41.55 | |
Exxon Mobil Corporation (XOM) | 0.5 | $2.3M | 21k | 107.25 | |
Chevron Corporation (CVX) | 0.5 | $2.3M | 14k | 157.34 | |
Verizon Communications (VZ) | 0.5 | $2.3M | 61k | 37.19 | |
General Dynamics Corporation (GD) | 0.5 | $2.3M | 11k | 215.15 | |
Select Sector Spdr Tr Technology (XLK) | 0.5 | $2.3M | 13k | 173.85 | |
Aon Shs Cl A (AON) | 0.5 | $2.2M | 6.5k | 345.19 | |
Johnson & Johnson (JNJ) | 0.5 | $2.2M | 14k | 165.52 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.2M | 22k | 102.94 | |
Pmv Pharmaceuticals (PMVP) | 0.4 | $2.2M | 350k | 6.26 | |
Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.4 | $2.2M | 30k | 73.32 | |
American Express Company (AXP) | 0.4 | $2.1M | 12k | 174.20 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.1M | 12k | 178.27 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $2.1M | 20k | 107.32 | |
UnitedHealth (UNH) | 0.4 | $2.1M | 4.4k | 480.63 | |
Novo-nordisk A S Adr (NVO) | 0.4 | $2.1M | 13k | 161.83 | |
Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.4 | $2.1M | 51k | 40.25 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $2.0M | 22k | 92.03 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.8M | 2.4k | 724.70 | |
NVIDIA Corporation (NVDA) | 0.4 | $1.7M | 4.1k | 423.06 | |
Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | 17k | 97.96 | |
McKesson Corporation (MCK) | 0.3 | $1.6M | 3.8k | 427.34 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.6M | 20k | 81.17 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $1.6M | 11k | 145.45 | |
salesforce (CRM) | 0.3 | $1.6M | 7.5k | 211.26 | |
Meta Platforms Cl A (META) | 0.3 | $1.6M | 5.4k | 287.00 | |
Abbott Laboratories (ABT) | 0.3 | $1.6M | 14k | 109.02 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.5M | 4.1k | 369.46 | |
Ferrari Nv Ord (RACE) | 0.3 | $1.5M | 4.6k | 325.19 | |
Pacer Fds Tr Developed Mrkt (ICOW) | 0.3 | $1.5M | 50k | 29.73 | |
Canadian Pacific Kansas City (CP) | 0.3 | $1.5M | 18k | 80.77 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.4M | 8.8k | 162.44 | |
Icon SHS (ICLR) | 0.3 | $1.4M | 5.4k | 250.18 | |
Paypal Holdings (PYPL) | 0.3 | $1.3M | 20k | 66.73 | |
CVS Caremark Corporation (CVS) | 0.3 | $1.3M | 19k | 69.13 | |
Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $1.3M | 36k | 35.60 | |
Autodesk (ADSK) | 0.3 | $1.3M | 6.2k | 204.61 | |
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $1.3M | 26k | 47.87 | |
Procter & Gamble Company (PG) | 0.3 | $1.2M | 8.2k | 151.75 | |
At&t (T) | 0.2 | $1.2M | 76k | 15.95 | |
Cisco Systems (CSCO) | 0.2 | $1.2M | 24k | 51.74 | |
Simon Property (SPG) | 0.2 | $1.2M | 10k | 115.48 | |
Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.2M | 16k | 71.57 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.2M | 19k | 62.81 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $1.1M | 17k | 66.66 | |
Lennar Corp Cl A (LEN) | 0.2 | $1.1M | 9.1k | 125.31 | |
Linde SHS (LIN) | 0.2 | $1.1M | 2.9k | 381.14 | |
Workday Cl A (WDAY) | 0.2 | $1.1M | 4.9k | 225.89 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.1M | 22k | 50.22 | |
Coca-Cola Company (KO) | 0.2 | $1.1M | 18k | 60.22 | |
Pepsi (PEP) | 0.2 | $1.1M | 5.8k | 185.23 | |
Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | 2.0k | 521.83 | |
Southern Company (SO) | 0.2 | $1.0M | 15k | 70.25 | |
Microchip Technology (MCHP) | 0.2 | $1.0M | 12k | 89.59 | |
Atlassian Corporation Cl A (TEAM) | 0.2 | $1.0M | 6.1k | 167.81 | |
W.R. Berkley Corporation (WRB) | 0.2 | $999k | 17k | 59.56 | |
Norfolk Southern (NSC) | 0.2 | $991k | 4.4k | 226.77 | |
Arch Cap Group Ord (ACGL) | 0.2 | $986k | 13k | 74.85 | |
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) | 0.2 | $985k | 49k | 20.18 | |
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $978k | 6.3k | 155.71 | |
First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.2 | $974k | 10k | 96.32 | |
Airbnb Com Cl A (ABNB) | 0.2 | $967k | 7.5k | 128.16 | |
Eli Lilly & Co. (LLY) | 0.2 | $959k | 2.0k | 469.06 | |
Intuit (INTU) | 0.2 | $959k | 2.1k | 458.20 | |
Steris Shs Usd (STE) | 0.2 | $941k | 4.2k | 224.97 | |
Celanese Corporation (CE) | 0.2 | $936k | 8.1k | 115.79 | |
Medtronic SHS (MDT) | 0.2 | $932k | 11k | 88.10 | |
Altria (MO) | 0.2 | $915k | 20k | 45.30 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $907k | 4.1k | 220.28 | |
Ameriprise Financial (AMP) | 0.2 | $907k | 2.7k | 332.11 | |
Broadcom (AVGO) | 0.2 | $906k | 1.0k | 867.29 | |
Home Depot (HD) | 0.2 | $889k | 2.9k | 310.61 | |
Wal-Mart Stores (WMT) | 0.2 | $887k | 5.6k | 157.19 | |
Bristol Myers Squibb (BMY) | 0.2 | $886k | 14k | 63.95 | |
Quest Diagnostics Incorporated (DGX) | 0.2 | $872k | 6.2k | 140.55 | |
Icici Bank Adr (IBN) | 0.2 | $872k | 38k | 23.08 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $861k | 8.0k | 108.14 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $858k | 9.9k | 86.54 | |
Cigna Corp (CI) | 0.2 | $853k | 3.0k | 280.59 | |
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $849k | 12k | 69.95 | |
McDonald's Corporation (MCD) | 0.2 | $840k | 2.8k | 298.41 | |
Nucor Corporation (NUE) | 0.2 | $832k | 5.1k | 163.99 | |
Bank of America Corporation (BAC) | 0.2 | $832k | 29k | 28.69 | |
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.2 | $815k | 20k | 40.96 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $797k | 13k | 61.87 | |
Ferguson SHS (FERG) | 0.2 | $790k | 5.0k | 157.30 | |
Abbvie (ABBV) | 0.2 | $782k | 5.8k | 134.72 | |
Qualcomm (QCOM) | 0.2 | $766k | 6.4k | 119.03 | |
Goldman Sachs (GS) | 0.2 | $763k | 2.4k | 322.57 | |
NVR (NVR) | 0.2 | $762k | 120.00 | 6350.62 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $762k | 16k | 47.10 | |
Moody's Corporation (MCO) | 0.2 | $757k | 2.2k | 347.74 | |
Fidelity National Information Services (FIS) | 0.2 | $754k | 14k | 54.70 | |
Illumina (ILMN) | 0.2 | $747k | 4.0k | 187.49 | |
ConocoPhillips (COP) | 0.2 | $742k | 7.2k | 103.61 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $742k | 58k | 12.70 | |
Honeywell International (HON) | 0.2 | $740k | 3.6k | 207.49 | |
Zoetis Cl A (ZTS) | 0.1 | $734k | 4.3k | 172.21 | |
Waste Connections (WCN) | 0.1 | $719k | 5.0k | 142.93 | |
Analog Devices (ADI) | 0.1 | $719k | 3.7k | 194.79 | |
Enterprise Products Partners (EPD) | 0.1 | $719k | 27k | 26.35 | |
Paramount Global Class B Com (PARA) | 0.1 | $710k | 45k | 15.91 | |
Xylem (XYL) | 0.1 | $705k | 6.3k | 112.63 | |
Lowe's Companies (LOW) | 0.1 | $684k | 3.0k | 225.72 | |
Valero Energy Corporation (VLO) | 0.1 | $683k | 5.8k | 117.31 | |
Intel Corporation (INTC) | 0.1 | $680k | 20k | 33.44 | |
Pioneer Natural Resources (PXD) | 0.1 | $670k | 3.2k | 207.19 | |
Whirlpool Corporation (WHR) | 0.1 | $669k | 4.5k | 148.79 | |
Nike CL B (NKE) | 0.1 | $669k | 6.1k | 110.37 | |
Wells Fargo & Company (WFC) | 0.1 | $669k | 16k | 42.68 | |
Gilead Sciences (GILD) | 0.1 | $668k | 8.7k | 77.07 | |
Air Products & Chemicals (APD) | 0.1 | $663k | 2.2k | 299.52 | |
Emerson Electric (EMR) | 0.1 | $660k | 7.3k | 90.39 | |
Danaher Corporation (DHR) | 0.1 | $655k | 2.7k | 240.04 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $652k | 7.1k | 91.83 | |
Gartner (IT) | 0.1 | $652k | 1.9k | 350.31 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $644k | 19k | 33.51 | |
Hp (HPQ) | 0.1 | $639k | 21k | 30.71 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $636k | 4.9k | 128.83 | |
Philip Morris International (PM) | 0.1 | $622k | 6.4k | 97.63 | |
Boeing Company (BA) | 0.1 | $619k | 2.9k | 211.18 | |
Amgen (AMGN) | 0.1 | $619k | 2.8k | 222.02 | |
Morgan Stanley Com New (MS) | 0.1 | $612k | 7.2k | 85.40 | |
Texas Instruments Incorporated (TXN) | 0.1 | $609k | 3.4k | 180.01 | |
Mettler-Toledo International (MTD) | 0.1 | $605k | 462.00 | 1310.22 | |
Parker-Hannifin Corporation (PH) | 0.1 | $605k | 1.6k | 389.99 | |
International Business Machines (IBM) | 0.1 | $601k | 4.5k | 133.82 | |
Thomson Reuters Corp. (TRI) | 0.1 | $600k | 4.4k | 134.94 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $595k | 3.2k | 187.28 | |
Corteva (CTVA) | 0.1 | $591k | 10k | 57.30 | |
Applied Materials (AMAT) | 0.1 | $589k | 4.1k | 144.55 | |
Public Service Enterprise (PEG) | 0.1 | $585k | 9.3k | 62.61 | |
Carrier Global Corporation (CARR) | 0.1 | $583k | 12k | 49.71 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $582k | 5.8k | 100.92 | |
Anthem (ELV) | 0.1 | $582k | 1.3k | 444.21 | |
Citigroup Com New (C) | 0.1 | $577k | 13k | 46.04 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $573k | 27k | 20.89 | |
Phillips 66 (PSX) | 0.1 | $570k | 6.0k | 95.37 | |
Alps Etf Tr Oshares Us Qualt (OUSA) | 0.1 | $569k | 13k | 43.99 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $565k | 3.5k | 161.17 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $565k | 7.0k | 81.08 | |
Sap Se Spon Adr (SAP) | 0.1 | $564k | 4.1k | 136.81 | |
Constellation Brands Cl A (STZ) | 0.1 | $561k | 2.3k | 246.09 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $558k | 5.6k | 99.64 | |
Centene Corporation (CNC) | 0.1 | $558k | 8.3k | 67.45 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $556k | 7.9k | 70.48 | |
General Electric Com New (GE) | 0.1 | $551k | 5.0k | 109.85 | |
BlackRock (BLK) | 0.1 | $550k | 796.00 | 691.03 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $548k | 9.5k | 57.73 | |
Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $544k | 8.2k | 66.26 | |
Principal Financial (PFG) | 0.1 | $542k | 7.1k | 75.84 | |
Humana (HUM) | 0.1 | $539k | 1.2k | 447.19 | |
Walt Disney Company (DIS) | 0.1 | $530k | 5.9k | 89.29 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $526k | 7.2k | 72.94 | |
ResMed (RMD) | 0.1 | $515k | 2.4k | 218.47 | |
Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $514k | 5.9k | 87.89 | |
Costco Wholesale Corporation (COST) | 0.1 | $514k | 955.00 | 538.29 | |
United Parcel Service CL B (UPS) | 0.1 | $513k | 2.9k | 179.26 | |
Best Buy (BBY) | 0.1 | $509k | 6.2k | 81.95 | |
Stanley Black & Decker (SWK) | 0.1 | $506k | 5.4k | 93.71 | |
Tyson Foods Cl A (TSN) | 0.1 | $501k | 9.8k | 51.04 | |
Alkermes SHS (ALKS) | 0.1 | $501k | 16k | 31.30 | |
Corning Incorporated (GLW) | 0.1 | $496k | 14k | 35.04 | |
Automatic Data Processing (ADP) | 0.1 | $494k | 2.2k | 219.82 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $494k | 11k | 45.47 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $492k | 3.8k | 130.65 | |
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $488k | 1.6k | 297.95 | |
Align Technology (ALGN) | 0.1 | $487k | 1.4k | 353.64 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $482k | 12k | 40.68 | |
U.S. Physical Therapy (USPH) | 0.1 | $481k | 4.0k | 121.39 | |
Northrop Grumman Corporation (NOC) | 0.1 | $474k | 1.0k | 455.72 | |
Becton, Dickinson and (BDX) | 0.1 | $473k | 1.8k | 263.98 | |
Incyte Corporation (INCY) | 0.1 | $473k | 7.6k | 62.25 | |
BioCryst Pharmaceuticals (BCRX) | 0.1 | $470k | 67k | 7.04 | |
Lam Research Corporation (LRCX) | 0.1 | $470k | 730.00 | 643.27 | |
EOG Resources (EOG) | 0.1 | $466k | 4.1k | 114.45 | |
Discover Financial Services (DFS) | 0.1 | $466k | 4.0k | 116.84 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $464k | 1.7k | 275.14 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $464k | 2.9k | 157.83 | |
Zimmer Holdings (ZBH) | 0.1 | $462k | 3.2k | 145.58 | |
Oracle Corporation (ORCL) | 0.1 | $459k | 3.9k | 119.08 | |
Starbucks Corporation (SBUX) | 0.1 | $452k | 4.6k | 99.05 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $448k | 9.1k | 49.29 | |
Nextera Energy (NEE) | 0.1 | $443k | 6.0k | 74.20 | |
Ensign (ENSG) | 0.1 | $442k | 4.6k | 95.45 | |
Charles Schwab Corporation (SCHW) | 0.1 | $438k | 7.7k | 56.68 | |
TJX Companies (TJX) | 0.1 | $437k | 5.2k | 84.80 | |
PPG Industries (PPG) | 0.1 | $436k | 2.9k | 148.29 | |
Westrock (WRK) | 0.1 | $436k | 15k | 29.07 | |
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $435k | 18k | 24.70 | |
Perrigo SHS (PRGO) | 0.1 | $435k | 13k | 33.95 | |
Duke Energy Corp Com New (DUK) | 0.1 | $435k | 4.8k | 89.75 | |
Yum! Brands (YUM) | 0.1 | $434k | 3.1k | 138.57 | |
O'reilly Automotive (ORLY) | 0.1 | $434k | 454.00 | 955.30 | |
Bill Com Holdings Ord (BILL) | 0.1 | $431k | 3.7k | 116.85 | |
Ansys (ANSS) | 0.1 | $431k | 1.3k | 330.27 | |
Dupont De Nemours (DD) | 0.1 | $431k | 6.0k | 71.44 | |
Fox Corp Cl A Com (FOXA) | 0.1 | $429k | 13k | 34.00 | |
Travel Leisure Ord (TNL) | 0.1 | $426k | 11k | 40.34 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $425k | 592.00 | 718.54 | |
SYSCO Corporation (SYY) | 0.1 | $425k | 5.7k | 74.20 | |
American Electric Power Company (AEP) | 0.1 | $425k | 5.0k | 84.20 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $423k | 10k | 42.05 | |
CarMax (KMX) | 0.1 | $422k | 5.0k | 83.70 | |
Exp World Holdings Inc equities (EXPI) | 0.1 | $419k | 21k | 20.28 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $418k | 7.7k | 54.41 | |
Stevanato Group S P A Ord Shs (STVN) | 0.1 | $416k | 13k | 32.38 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $415k | 2.0k | 202.72 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $413k | 5.7k | 72.50 | |
Deere & Company (DE) | 0.1 | $408k | 1.0k | 405.21 | |
Nexstar Media Group Common Stock (NXST) | 0.1 | $408k | 2.4k | 166.53 | |
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $405k | 5.8k | 70.28 | |
Martin Marietta Materials (MLM) | 0.1 | $405k | 877.00 | 461.72 | |
Epam Systems (EPAM) | 0.1 | $405k | 1.8k | 224.75 | |
PNC Financial Services (PNC) | 0.1 | $405k | 3.2k | 125.94 | |
First Tr Morningstar Divid L SHS (FDL) | 0.1 | $404k | 12k | 34.01 | |
Global X Fds Millennial Consu (MILN) | 0.1 | $403k | 13k | 31.86 | |
Encompass Health Corp (EHC) | 0.1 | $401k | 5.9k | 67.71 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $401k | 4.5k | 90.04 | |
3M Company (MMM) | 0.1 | $401k | 4.0k | 100.10 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $399k | 6.1k | 65.28 | |
Prologis (PLD) | 0.1 | $398k | 3.2k | 122.63 | |
Inter Parfums (IPAR) | 0.1 | $395k | 2.9k | 135.25 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $395k | 6.7k | 58.61 | |
FirstEnergy (FE) | 0.1 | $388k | 10k | 38.88 | |
Kraft Heinz (KHC) | 0.1 | $385k | 11k | 35.50 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $385k | 3.5k | 110.85 | |
Capital One Financial (COF) | 0.1 | $384k | 3.5k | 109.38 | |
Xcel Energy (XEL) | 0.1 | $382k | 6.1k | 62.17 | |
Materion Corporation (MTRN) | 0.1 | $381k | 3.3k | 114.22 | |
Dex (DXCM) | 0.1 | $381k | 3.0k | 128.51 | |
Eaton Corp SHS (ETN) | 0.1 | $376k | 1.9k | 201.05 | |
Northern Oil And Gas Inc Mn (NOG) | 0.1 | $374k | 11k | 34.32 | |
Wingstop (WING) | 0.1 | $373k | 1.9k | 200.15 | |
Allison Transmission Hldngs I (ALSN) | 0.1 | $370k | 6.5k | 56.46 | |
L3harris Technologies (LHX) | 0.1 | $369k | 1.9k | 195.72 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $368k | 1.8k | 204.68 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $367k | 50k | 7.37 | |
Chord Energy Corporation Com New (CHRD) | 0.1 | $366k | 2.4k | 153.79 | |
W.W. Grainger (GWW) | 0.1 | $365k | 462.00 | 789.30 | |
Progressive Corporation (PGR) | 0.1 | $364k | 2.7k | 132.36 | |
Standex Int'l (SXI) | 0.1 | $363k | 2.6k | 141.48 | |
Brunswick Corporation (BC) | 0.1 | $361k | 4.2k | 86.63 | |
Landstar System (LSTR) | 0.1 | $361k | 1.9k | 192.50 | |
Cme (CME) | 0.1 | $361k | 1.9k | 185.33 | |
Casey's General Stores (CASY) | 0.1 | $360k | 1.5k | 243.94 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $358k | 14k | 25.30 | |
Insperity (NSP) | 0.1 | $358k | 3.0k | 118.96 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $357k | 1.6k | 219.58 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $355k | 3.6k | 97.85 | |
Bwx Technologies (BWXT) | 0.1 | $354k | 5.0k | 71.57 | |
Caterpillar (CAT) | 0.1 | $354k | 1.4k | 246.05 | |
Lululemon Athletica (LULU) | 0.1 | $353k | 933.00 | 378.50 | |
Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $353k | 3.7k | 96.35 | |
Kinsale Cap Group (KNSL) | 0.1 | $352k | 941.00 | 374.24 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $351k | 8.0k | 44.14 | |
Fortinet (FTNT) | 0.1 | $349k | 4.6k | 75.59 | |
Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.1 | $349k | 7.6k | 46.22 | |
LeMaitre Vascular (LMAT) | 0.1 | $348k | 5.2k | 67.27 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $344k | 1.0k | 341.94 | |
Cdw (CDW) | 0.1 | $342k | 1.9k | 183.51 | |
Ecolab (ECL) | 0.1 | $338k | 1.8k | 186.70 | |
Element Solutions (ESI) | 0.1 | $337k | 18k | 19.20 | |
Littelfuse (LFUS) | 0.1 | $337k | 1.2k | 291.41 | |
CMS Energy Corporation (CMS) | 0.1 | $336k | 5.7k | 58.75 | |
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $334k | 5.4k | 61.90 | |
Crown Castle Intl (CCI) | 0.1 | $332k | 2.9k | 113.93 | |
Universal Display Corporation (OLED) | 0.1 | $332k | 2.3k | 144.16 | |
Enbridge (ENB) | 0.1 | $327k | 8.8k | 37.15 | |
Kroger (KR) | 0.1 | $327k | 6.9k | 47.00 | |
Cadence Design Systems (CDNS) | 0.1 | $325k | 1.4k | 234.52 | |
Wyndham Hotels And Resorts (WH) | 0.1 | $324k | 4.7k | 68.57 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $323k | 5.9k | 54.98 | |
Bank Ozk (OZK) | 0.1 | $323k | 8.0k | 40.16 | |
Tetra Tech (TTEK) | 0.1 | $322k | 2.0k | 163.72 | |
BP Sponsored Adr (BP) | 0.1 | $318k | 9.0k | 35.29 | |
Hamilton Lane Cl A (HLNE) | 0.1 | $317k | 4.0k | 79.98 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $317k | 1.2k | 261.38 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $314k | 3.8k | 83.56 | |
Home BancShares (HOMB) | 0.1 | $314k | 14k | 22.80 | |
Civitas Resources Com New (CIVI) | 0.1 | $314k | 4.5k | 69.37 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $311k | 11k | 28.79 | |
American Intl Group Com New (AIG) | 0.1 | $310k | 5.4k | 57.54 | |
ACADIA Pharmaceuticals (ACAD) | 0.1 | $306k | 13k | 23.95 | |
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $306k | 11k | 28.74 | |
GSK Sponsored Adr (GSK) | 0.1 | $305k | 8.6k | 35.64 | |
Royal Caribbean Cruises (RCL) | 0.1 | $305k | 2.9k | 103.74 | |
Chemed Corp Com Stk (CHE) | 0.1 | $302k | 557.00 | 541.75 | |
Cohen & Steers (CNS) | 0.1 | $298k | 5.1k | 57.99 | |
Lockheed Martin Corporation (LMT) | 0.1 | $298k | 646.00 | 460.69 | |
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.1 | $297k | 6.5k | 45.58 | |
Snap-on Incorporated (SNA) | 0.1 | $297k | 1.0k | 288.19 | |
Docusign (DOCU) | 0.1 | $296k | 5.8k | 51.09 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $295k | 24k | 12.54 | |
Advance Auto Parts (AAP) | 0.1 | $294k | 4.2k | 70.30 | |
Atmos Energy Corporation (ATO) | 0.1 | $293k | 2.5k | 116.34 | |
Advanced Micro Devices (AMD) | 0.1 | $292k | 2.6k | 113.93 | |
T. Rowe Price (TROW) | 0.1 | $291k | 2.6k | 112.00 | |
Utz Brands Com Cl A (UTZ) | 0.1 | $290k | 18k | 16.36 | |
Uber Technologies (UBER) | 0.1 | $289k | 6.7k | 43.17 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $289k | 6.3k | 46.18 | |
Relx Sponsored Adr (RELX) | 0.1 | $287k | 8.6k | 33.43 | |
Shell Spon Ads (SHEL) | 0.1 | $287k | 4.7k | 60.38 | |
Hartford Financial Services (HIG) | 0.1 | $287k | 4.0k | 72.01 | |
Kellogg Company (K) | 0.1 | $282k | 4.2k | 67.40 | |
Air Lease Corp Cl A (AL) | 0.1 | $280k | 6.7k | 41.85 | |
Biogen Idec (BIIB) | 0.1 | $279k | 979.00 | 284.85 | |
Federal Agric Mtg Corp CL C (AGM) | 0.1 | $278k | 1.9k | 143.73 | |
Hologic (HOLX) | 0.1 | $276k | 3.4k | 80.97 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $274k | 779.00 | 351.91 | |
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $274k | 36k | 7.68 | |
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $273k | 5.7k | 47.54 | |
Power Integrations (POWI) | 0.1 | $273k | 2.9k | 94.67 | |
Kulicke and Soffa Industries (KLIC) | 0.1 | $273k | 4.6k | 59.45 | |
Entegris (ENTG) | 0.1 | $273k | 2.5k | 110.81 | |
RPM International (RPM) | 0.1 | $273k | 3.0k | 89.72 | |
Global Payments (GPN) | 0.1 | $272k | 2.8k | 98.50 | |
American Tower Reit (AMT) | 0.1 | $271k | 1.4k | 193.93 | |
Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $270k | 18k | 14.89 | |
Cogent Communications Hldgs Com New (CCOI) | 0.1 | $267k | 4.0k | 67.30 | |
Hershey Company (HSY) | 0.1 | $265k | 1.1k | 249.80 | |
Iqvia Holdings (IQV) | 0.1 | $265k | 1.2k | 224.77 | |
Iron Mountain (IRM) | 0.1 | $264k | 4.6k | 56.82 | |
Activision Blizzard | 0.1 | $263k | 3.1k | 84.31 | |
Terreno Realty Corporation (TRNO) | 0.1 | $263k | 4.4k | 60.10 | |
Hldgs (UAL) | 0.1 | $263k | 4.8k | 54.87 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $262k | 2.7k | 97.32 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $261k | 4.6k | 56.71 | |
Chesapeake Utilities Corporation (CPK) | 0.1 | $261k | 2.2k | 119.00 | |
D.R. Horton (DHI) | 0.1 | $261k | 2.1k | 121.68 | |
Murphy Usa (MUSA) | 0.1 | $260k | 834.00 | 311.11 | |
Dominion Resources (D) | 0.1 | $259k | 5.0k | 51.79 | |
Trane Technologies SHS (TT) | 0.1 | $258k | 1.3k | 191.23 | |
Welltower Inc Com reit (WELL) | 0.1 | $255k | 3.2k | 80.89 | |
HEICO Corporation (HEI) | 0.1 | $254k | 1.4k | 176.94 | |
Constellation Energy (CEG) | 0.1 | $252k | 2.7k | 91.57 | |
CoStar (CSGP) | 0.1 | $248k | 2.8k | 89.00 | |
Nexpoint Residential Tr (NXRT) | 0.1 | $247k | 5.4k | 45.48 | |
Marathon Petroleum Corp (MPC) | 0.1 | $247k | 2.1k | 116.59 | |
Motorola Solutions Com New (MSI) | 0.1 | $247k | 840.00 | 293.43 | |
Paccar (PCAR) | 0.0 | $246k | 2.9k | 83.64 | |
Chipotle Mexican Grill (CMG) | 0.0 | $246k | 115.00 | 2139.00 | |
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $246k | 3.5k | 69.70 | |
Snowflake Cl A (SNOW) | 0.0 | $246k | 1.4k | 175.98 | |
Marsh & McLennan Companies (MMC) | 0.0 | $246k | 1.3k | 188.04 | |
Block Cl A (SQ) | 0.0 | $246k | 3.7k | 66.57 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $245k | 2.6k | 92.96 | |
Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $245k | 5.2k | 46.66 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $244k | 5.1k | 48.06 | |
Ing Groep Sponsored Adr (ING) | 0.0 | $243k | 18k | 13.47 | |
Cummins (CMI) | 0.0 | $243k | 990.00 | 245.18 | |
Quaker Chemical Corporation (KWR) | 0.0 | $242k | 1.2k | 194.88 | |
AmerisourceBergen (COR) | 0.0 | $242k | 1.3k | 192.49 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $241k | 5.3k | 45.41 | |
Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $240k | 205.00 | 1171.82 | |
Etf Managers Tr Prime Cybr Scrty | 0.0 | $239k | 4.7k | 50.58 | |
Hf Sinclair Corp (DINO) | 0.0 | $238k | 5.3k | 44.61 | |
Cabot Corporation (CBT) | 0.0 | $238k | 3.6k | 66.89 | |
UMH Properties (UMH) | 0.0 | $236k | 15k | 15.98 | |
Waste Management (WM) | 0.0 | $236k | 1.4k | 173.40 | |
Ishares Tr Europe Etf (IEV) | 0.0 | $236k | 4.7k | 50.54 | |
Equifax (EFX) | 0.0 | $236k | 1.0k | 235.21 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $235k | 2.5k | 94.27 | |
Dover Corporation (DOV) | 0.0 | $234k | 1.6k | 147.66 | |
Solaredge Technologies (SEDG) | 0.0 | $233k | 866.00 | 269.05 | |
Stryker Corporation (SYK) | 0.0 | $232k | 761.00 | 305.25 | |
ABM Industries (ABM) | 0.0 | $232k | 5.4k | 42.65 | |
Equinix (EQIX) | 0.0 | $232k | 296.00 | 783.28 | |
Consolidated Edison (ED) | 0.0 | $230k | 2.5k | 90.39 | |
The Trade Desk Com Cl A (TTD) | 0.0 | $229k | 3.0k | 77.22 | |
Ventas (VTR) | 0.0 | $228k | 4.8k | 47.27 | |
Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $228k | 5.6k | 40.70 | |
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $228k | 11k | 21.64 | |
AFLAC Incorporated (AFL) | 0.0 | $228k | 3.3k | 69.80 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $226k | 7.5k | 30.11 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $226k | 2.4k | 93.90 | |
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $226k | 8.9k | 25.45 | |
Proshares Tr Sht 7-10 Yr Tr (TBX) | 0.0 | $226k | 7.9k | 28.71 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $226k | 4.5k | 50.14 | |
Halliburton Company (HAL) | 0.0 | $225k | 6.8k | 32.99 | |
AutoZone (AZO) | 0.0 | $224k | 90.00 | 2493.36 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $222k | 437.00 | 507.26 | |
FedEx Corporation (FDX) | 0.0 | $219k | 884.00 | 247.93 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $219k | 6.2k | 35.37 | |
FleetCor Technologies | 0.0 | $218k | 868.00 | 251.08 | |
Nordstrom (JWN) | 0.0 | $215k | 11k | 20.47 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $215k | 1.9k | 111.63 | |
Cable One (CABO) | 0.0 | $215k | 327.00 | 657.18 | |
Edwards Lifesciences (EW) | 0.0 | $214k | 2.3k | 94.33 | |
MercadoLibre (MELI) | 0.0 | $211k | 178.00 | 1184.60 | |
CRA International (CRAI) | 0.0 | $211k | 2.1k | 102.02 | |
Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $210k | 30k | 7.08 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $208k | 4.0k | 51.53 | |
Pampa Energia S A Spons Adr Lvl I (PAM) | 0.0 | $208k | 4.8k | 43.32 | |
Dycom Industries (DY) | 0.0 | $207k | 1.8k | 113.65 | |
Union Pacific Corporation (UNP) | 0.0 | $207k | 1.0k | 204.54 | |
Raymond James Financial (RJF) | 0.0 | $207k | 2.0k | 103.74 | |
Darling International (DAR) | 0.0 | $206k | 3.2k | 63.79 | |
Republic Services (RSG) | 0.0 | $206k | 1.3k | 153.17 | |
Monro Muffler Brake (MNRO) | 0.0 | $206k | 5.1k | 40.63 | |
Posco Holdings Sponsored Adr (PKX) | 0.0 | $206k | 2.8k | 73.95 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $204k | 1.0k | 197.73 | |
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $202k | 4.4k | 45.98 | |
Ford Motor Company (F) | 0.0 | $201k | 13k | 15.13 | |
DTE Energy Company (DTE) | 0.0 | $201k | 1.8k | 110.02 | |
Manulife Finl Corp (MFC) | 0.0 | $201k | 11k | 18.91 | |
Kiniksa Pharmaceuticals Com Cl A (KNSA) | 0.0 | $201k | 14k | 14.08 | |
Host Hotels & Resorts (HST) | 0.0 | $198k | 12k | 16.83 | |
Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $189k | 24k | 7.79 | |
Ardelyx (ARDX) | 0.0 | $187k | 55k | 3.39 | |
Vipshop Holdings Sponsored Ads A (VIPS) | 0.0 | $185k | 11k | 16.50 | |
Kennedy-Wilson Holdings (KW) | 0.0 | $181k | 11k | 16.33 | |
Corebridge Finl (CRBG) | 0.0 | $179k | 10k | 17.66 | |
Western Union Company (WU) | 0.0 | $167k | 14k | 11.73 | |
Embraer Sponsored Ads (ERJ) | 0.0 | $156k | 10k | 15.46 | |
Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $145k | 20k | 7.38 | |
Aris Water Solutions Class A Com (ARIS) | 0.0 | $132k | 13k | 10.32 | |
Orange Sponsored Adr (ORAN) | 0.0 | $127k | 11k | 11.64 | |
Drdgold Spon Adr Repstg (DRD) | 0.0 | $109k | 10k | 10.62 | |
Haleon Spon Ads (HLN) | 0.0 | $104k | 13k | 8.38 | |
Selecta Biosciences (RNAC) | 0.0 | $95k | 85k | 1.12 | |
Lightwave Logic Inc C ommon (LWLG) | 0.0 | $70k | 10k | 6.97 | |
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $64k | 20k | 3.18 | |
Banco Santander Adr (SAN) | 0.0 | $62k | 17k | 3.71 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $57k | 26k | 2.20 | |
Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.0 | $18k | 19k | 0.93 | |
Biosig Technologies Com New | 0.0 | $17k | 14k | 1.25 |