Principle Wealth Partners

Principle Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Principle Wealth Partners

Principle Wealth Partners holds 319 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.3 $69M 390k 177.57
Vanguard Growth Index Fund Etf (VUG) 6.3 $60M 187k 320.90
Jpmorgan Chase & Co Stock (JPM) 5.6 $53M 335k 158.35
Vanguard Dividend Appreciation Index Fund Etf (VIG) 5.0 $48M 277k 171.75
Microsoft Corp Stock (MSFT) 3.6 $35M 103k 336.32
Omega Flex Stock (OFLX) 3.6 $34M 270k 126.95
Pfizer Stock (PFE) 2.6 $25M 427k 59.05
Amazon Stock (AMZN) 2.4 $23M 7.0k 3334.29
Johnson & Johnson Stock (JNJ) 1.9 $18M 170k 107.78
Vanguard International Dividend Appreciation Etf Etf (VIGI) 1.8 $17M 196k 85.42
Amgen Stock (AMGN) 1.7 $16M 70k 224.97
Home Depot Stock (HD) 1.6 $16M 38k 415.02
Vanguard High Dividend Yield Etf Etf (VYM) 1.6 $15M 138k 112.11
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.4 $13M 4.5k 2897.15
Procter And Gamble Stock (PG) 1.3 $13M 77k 163.58
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.2 $12M 4.1k 2893.24
Intel Corp Stock (INTC) 1.2 $12M 226k 51.50
Raytheon Technologies Corp Stock (RTX) 1.2 $11M 129k 86.06
Cisco Sys Stock (CSCO) 1.1 $11M 165k 63.37
Boeing Stock (BA) 1.0 $9.5M 47k 201.31
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.9 $8.5M 28k 301.75
Visa Inc Com Cl A Stock (V) 0.8 $8.1M 37k 216.71
Mcdonalds Corp Stock (MCD) 0.8 $7.5M 28k 268.06
Southern Stock (SO) 0.7 $6.9M 100k 68.58
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $6.5M 22k 299.01
Spdr S&p 500 Etf Etf (SPY) 0.7 $6.4M 13k 474.96
International Business Machs Stock (IBM) 0.7 $6.3M 48k 133.66
Qualcomm Stock (QCOM) 0.6 $6.2M 34k 182.88
Merck & Co Stock (MRK) 0.6 $6.1M 80k 76.64
Vanguard Information Technology Index Fund Etf (VGT) 0.6 $6.1M 13k 458.15
Tesla Stock (TSLA) 0.6 $6.1M 5.7k 1056.73
First Trust Short Duration Managed Municipal Etf Etf (FSMB) 0.6 $6.0M 287k 20.81
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.6 $5.8M 111k 51.79
Vanguard Small-cap Index Fund Etf (VB) 0.6 $5.5M 25k 226.02
Ark Innovation Etf Etf (ARKK) 0.6 $5.5M 59k 94.59
Old Dominion Freight Line Stock (ODFL) 0.6 $5.5M 15k 358.40
General Dynamics Corp Stock (GD) 0.6 $5.5M 26k 208.47
Kimberly-clark Corp Stock (KMB) 0.6 $5.4M 38k 142.93
Chevron Corp Stock (CVX) 0.6 $5.3M 45k 117.35
Pepsico Stock (PEP) 0.5 $5.2M 30k 173.70
Bk Of America Corp Stock (BAC) 0.5 $5.2M 117k 44.49
Abbvie Stock (ABBV) 0.5 $5.2M 38k 135.39
3M Stock (MMM) 0.5 $5.1M 29k 177.61
Schwab Us Dividend Equity Etf Etf (SCHD) 0.5 $5.0M 62k 80.83
Invesco Qqq Trust Etf (QQQ) 0.5 $4.8M 12k 397.89
Coca Cola Stock (KO) 0.5 $4.8M 81k 59.20
Goldman Sachs Group Stock (GS) 0.5 $4.7M 12k 382.50
Waste Mgmt Inc Del Stock (WM) 0.5 $4.5M 27k 166.90
Texas Instrs Stock (TXN) 0.5 $4.5M 24k 188.46
Verizon Communications Stock (VZ) 0.5 $4.5M 86k 51.96
Caterpillar Stock (CAT) 0.5 $4.4M 21k 206.73
Norfolk Southn Corp Stock (NSC) 0.5 $4.3M 15k 297.72
Exxon Mobil Corp Stock (XOM) 0.4 $4.3M 70k 61.19
Meta Platforms Inc Cl A Stock (META) 0.4 $4.1M 12k 336.37
Lowes Cos Stock (LOW) 0.4 $4.0M 16k 258.47
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.4 $3.8M 75k 51.06
Ishares Select Dividend Etf Etf (DVY) 0.4 $3.8M 31k 122.59
Industrial Select Sector Spdr Fund Etf (XLI) 0.4 $3.7M 35k 105.80
Emerson Elec Stock (EMR) 0.4 $3.7M 39k 92.98
Conocophillips Stock (COP) 0.4 $3.6M 50k 72.17
General Mls Stock (GIS) 0.4 $3.5M 53k 67.39
Philip Morris Intl Stock (PM) 0.4 $3.5M 36k 95.00
Unitedhealth Group Stock (UNH) 0.4 $3.4M 6.8k 502.12
Disney Walt Stock (DIS) 0.3 $3.2M 21k 154.87
Costco Whsl Corp Stock (COST) 0.3 $3.2M 5.6k 567.74
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $3.2M 7.00 450714.29
Nvidia Corporation Stock (NVDA) 0.3 $3.2M 11k 294.12
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $3.0M 22k 140.87
Netflix Stock (NFLX) 0.3 $3.0M 4.9k 602.35
Allstate Corp Stock (ALL) 0.3 $3.0M 25k 117.67
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $2.9M 73k 39.05
Vanguard Financials Index Fund Etf (VFH) 0.3 $2.9M 30k 96.56
Vanguard Health Care Index Fund Etf (VHT) 0.3 $2.8M 11k 266.43
Cvs Health Corp Stock (CVS) 0.3 $2.7M 27k 103.14
Automatic Data Processing Stock (ADP) 0.3 $2.7M 11k 246.60
Kellogg Stock (K) 0.3 $2.6M 41k 64.42
Blackstone Stock (BX) 0.3 $2.6M 20k 129.38
Archer Daniels Midland Stock (ADM) 0.3 $2.5M 37k 67.58
Travelers Companies Stock (TRV) 0.3 $2.5M 16k 156.43
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $2.5M 9.7k 254.82
Motorola Solutions Stock (MSI) 0.3 $2.4M 8.9k 271.68
General Electric Stock (GE) 0.3 $2.4M 25k 94.47
Spdr S&p Dividend Etf Etf (SDY) 0.2 $2.3M 18k 129.13
At&t Stock (T) 0.2 $2.3M 93k 24.60
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.2 $2.2M 51k 43.31
Duke Energy Corp Stock (DUK) 0.2 $2.2M 21k 104.91
Lockheed Martin Corp Stock (LMT) 0.2 $2.2M 6.1k 355.49
Vanguard S&p 500 Etf Etf (VOO) 0.2 $2.1M 4.8k 436.57
Nextera Energy Stock (NEE) 0.2 $2.1M 23k 93.38
Fidelity High Dividend Etf Etf (FDVV) 0.2 $2.1M 51k 40.29
Cummins Stock (CMI) 0.2 $2.0M 9.2k 218.19
Vanguard Total Stock Market Index Fund Etf (VTI) 0.2 $2.0M 8.2k 241.48
Phillips 66 Stock (PSX) 0.2 $1.9M 26k 72.45
Thermo Fisher Scientific Stock (TMO) 0.2 $1.9M 2.8k 667.26
Danaher Corporation Stock (DHR) 0.2 $1.9M 5.7k 329.04
Honeywell Intl Stock (HON) 0.2 $1.8M 8.8k 208.55
Nike Inc Cl B Stock (NKE) 0.2 $1.8M 11k 166.68
Vanguard Value Index Fund Etf (VTV) 0.2 $1.8M 12k 147.12
Vanguard Total World Stock Index Fund Etf (VT) 0.2 $1.8M 17k 107.43
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.7M 4.8k 359.36
Grainger W W Stock (GWW) 0.2 $1.7M 3.3k 518.15
Servicenow Stock (NOW) 0.2 $1.7M 2.6k 649.06
Eversource Energy Stock (ES) 0.2 $1.6M 17k 90.97
Carrier Global Corporation Stock (CARR) 0.2 $1.5M 28k 54.24
Vanguard Mega Cap Value Etf Etf (MGV) 0.2 $1.5M 14k 106.83
Oracle Corp Stock (ORCL) 0.2 $1.5M 17k 87.19
Union Pac Corp Stock (UNP) 0.2 $1.5M 5.9k 251.91
Zoetis Inc Cl A Stock (ZTS) 0.2 $1.5M 6.0k 244.11
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $1.5M 26k 55.58
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.2 $1.5M 51k 28.62
Ishares U.s. Technology Etf Etf (IYW) 0.2 $1.4M 13k 114.79
Ishares Semiconductor Fund Etf (SOXX) 0.1 $1.4M 2.6k 542.32
Pnc Finl Svcs Group Stock (PNC) 0.1 $1.4M 7.1k 200.45
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $1.4M 8.1k 173.84
Ishares Biotechnology Fund Etf (IBB) 0.1 $1.4M 9.2k 152.57
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.4M 31k 44.37
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $1.3M 12k 102.81
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $1.3M 25k 50.47
Morgan Stanley Stock (MS) 0.1 $1.2M 13k 98.13
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $1.2M 18k 68.61
Illinois Tool Wks Stock (ITW) 0.1 $1.2M 4.9k 246.81
Anthem Stock (ELV) 0.1 $1.2M 2.5k 463.64
Tjx Cos Stock (TJX) 0.1 $1.2M 15k 75.90
Unilever Adr (UL) 0.1 $1.2M 22k 53.78
Dow Stock (DOW) 0.1 $1.2M 77k 15.00
American Elec Pwr Stock (AEP) 0.1 $1.2M 13k 88.99
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.1 $1.1M 30k 38.18
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $1.1M 55k 20.32
Starbucks Corp Stock (SBUX) 0.1 $1.1M 9.5k 116.97
Adobe Systems Incorporated Stock (ADBE) 0.1 $1.1M 2.0k 566.90
Ishares Genomics Immunology And Healthcare Etf Etf (IDNA) 0.1 $1.1M 25k 43.83
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.1 $1.1M 21k 51.82
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.1 $1.1M 6.2k 171.78
Walmart Stock (WMT) 0.1 $1.1M 7.3k 144.71
Salesforce Stock (CRM) 0.1 $1.0M 4.1k 254.22
Abbott Labs Stock (ABT) 0.1 $1.0M 7.3k 140.77
Otis Worldwide Corp Stock (OTIS) 0.1 $1.0M 12k 87.09
Glaxosmithkline Adr 0.1 $1.0M 23k 44.11
Ishares S&p Midcap Fund Etf (IJH) 0.1 $999k 3.5k 283.00
Magellan Midstream Prtnrs Lp Com Unit Rp Stock 0.1 $991k 21k 46.45
United Parcel Service Inc Cl B Stock (UPS) 0.1 $955k 4.5k 214.20
Wells Fargo Stock (WFC) 0.1 $934k 20k 47.97
American Tower Corp Reit (AMT) 0.1 $931k 3.2k 292.49
Markel Corp Stock (MKL) 0.1 $909k 737.00 1233.38
Lilly Eli & Co Stock (LLY) 0.1 $897k 3.2k 276.25
Comcast Corp New Cl A Stock (CMCSA) 0.1 $883k 18k 50.32
Spdr Gold Shares Etf (GLD) 0.1 $881k 5.2k 171.00
Parker-hannifin Corp Stock (PH) 0.1 $875k 2.8k 318.18
Air Prods & Chems Stock (APD) 0.1 $875k 2.9k 304.35
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $859k 9.8k 87.91
Us Bancorp Del Stock (USB) 0.1 $855k 15k 56.16
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $836k 12k 68.54
Northrop Grumman Corp Stock (NOC) 0.1 $835k 2.2k 387.29
Eaton Corp Stock (ETN) 0.1 $831k 4.8k 172.91
Bristol-myers Squibb Stock (BMY) 0.1 $820k 13k 62.34
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $806k 25k 32.88
Altria Group Stock (MO) 0.1 $800k 17k 47.38
Colgate Palmolive Stock (CL) 0.1 $799k 9.4k 85.32
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $795k 4.9k 162.84
American Express Stock (AXP) 0.1 $789k 4.8k 163.65
Blackrock Stock (BLK) 0.1 $772k 844.00 914.69
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $760k 8.2k 92.94
Enterprise Prods Partners Stock (EPD) 0.1 $759k 35k 21.95
Fulton Finl Corp Pa Stock (FULT) 0.1 $745k 44k 16.99
Cme Group Stock (CME) 0.1 $725k 3.2k 228.35
International Flavors&fragranc Stock (IFF) 0.1 $719k 4.8k 150.64
Aflac Stock (AFL) 0.1 $716k 12k 58.36
Intuit Stock (INTU) 0.1 $709k 1.1k 643.38
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.1 $705k 33k 21.17
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $705k 3.5k 199.83
Bank New York Mellon Corp Stock (BK) 0.1 $703k 12k 58.10
Moderna Stock (MRNA) 0.1 $695k 2.7k 253.93
Washington Tr Bancorp Stock (WASH) 0.1 $672k 12k 56.41
Paypal Hldgs Stock (PYPL) 0.1 $672k 3.6k 188.50
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.1 $668k 16k 42.02
Kkr & Co Stock (KKR) 0.1 $659k 8.9k 74.46
Arrow Electrs Stock (ARW) 0.1 $659k 4.9k 134.35
Stanley Black & Decker Stock (SWK) 0.1 $658k 3.5k 188.54
Target Corp Stock (TGT) 0.1 $633k 2.7k 231.61
S&p Global Stock (SPGI) 0.1 $619k 1.3k 472.16
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $617k 4.4k 138.84
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.1 $605k 406.00 1490.15
Stryker Corporation Stock (SYK) 0.1 $598k 2.2k 267.20
Chubb Stock (CB) 0.1 $595k 3.1k 193.37
Csx Corp Stock (CSX) 0.1 $593k 16k 37.61
Ishares Gold Trust Etf (IAU) 0.1 $589k 17k 34.80
Corteva Stock (CTVA) 0.1 $581k 12k 47.28
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $576k 8.6k 67.22
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.1 $574k 2.0k 281.93
Avangrid Stock (AGR) 0.1 $566k 11k 49.91
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $561k 1.2k 476.64
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $559k 5.7k 98.17
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $551k 4.8k 115.32
Clorox Co Del Stock (CLX) 0.1 $550k 3.2k 174.38
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $549k 4.6k 120.26
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $549k 14k 39.43
Iqvia Hldgs Stock (IQV) 0.1 $542k 1.9k 282.29
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $532k 8.0k 66.25
Helios Technologies Stock (HLIO) 0.1 $530k 5.0k 105.10
Churchill Downs Stock (CHDN) 0.1 $530k 2.2k 240.91
Novartis Adr (NVS) 0.1 $529k 6.1k 87.41
Mgm Resorts International Stock (MGM) 0.1 $520k 12k 44.91
Dover Corp Stock (DOV) 0.1 $515k 2.8k 181.66
Dominion Energy Stock (D) 0.1 $514k 6.5k 78.50
Dupont De Nemours Stock (DD) 0.1 $511k 6.3k 80.73
First Trust Municipal High Income Etf Etf (FMHI) 0.1 $509k 9.1k 56.14
General Mtrs Stock (GM) 0.1 $507k 8.7k 58.60
Medtronic Stock (MDT) 0.1 $499k 4.8k 103.53
Vaneck Semiconductor Etf Etf (SMH) 0.1 $499k 1.6k 308.98
Church & Dwight Stock (CHD) 0.1 $492k 4.8k 102.50
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.1 $483k 9.7k 49.95
Schwab Charles Corp Stock (SCHW) 0.0 $476k 5.7k 84.04
Viatris Stock (VTRS) 0.0 $471k 35k 13.53
Ishares Russell 2000 Etf Etf (IWM) 0.0 $460k 2.1k 222.22
Syndax Pharmaceuticals Stock (SNDX) 0.0 $449k 21k 21.90
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $445k 5.3k 83.66
Consolidated Edison Stock (ED) 0.0 $444k 5.2k 85.24
First Trust Capital Strength Etf Etf (FTCS) 0.0 $444k 5.3k 84.51
Te Connectivity Stock (TEL) 0.0 $443k 2.7k 161.21
Nuveen Mun High Income Opportu Cef (NMZ) 0.0 $441k 29k 15.10
Cae Stock (CAE) 0.0 $440k 17k 25.24
Prologis Reit (PLD) 0.0 $439k 2.6k 168.33
Navient Corporation Stock (NAVI) 0.0 $430k 20k 21.20
M & T Bk Corp Stock (MTB) 0.0 $430k 2.8k 153.68
Hologic Stock (HOLX) 0.0 $421k 5.5k 76.55
Fiserv Stock (FI) 0.0 $416k 4.0k 103.74
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $415k 4.4k 94.43
Vanguard Large-cap Index Fund Etf (VV) 0.0 $414k 1.9k 220.92
Intuitive Surgical Stock (ISRG) 0.0 $413k 1.1k 359.44
Alibaba Group Hldg Adr (BABA) 0.0 $410k 3.5k 118.74
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $406k 9.7k 42.03
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $402k 1.3k 300.00
Carlyle Group Stock (CG) 0.0 $395k 7.2k 54.86
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.0 $394k 7.4k 53.27
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $393k 3.4k 114.58
Hershey Stock (HSY) 0.0 $383k 2.0k 193.73
Msa Safety Stock (MSA) 0.0 $383k 2.5k 151.08
Linde Stock 0.0 $376k 1.1k 346.22
Iron Mtn Reit (IRM) 0.0 $372k 7.1k 52.32
Invesco Ftse Rafi Us 1500a Small-mida Etf Etf (PRFZ) 0.0 $370k 1.9k 191.61
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $367k 885.00 414.69
Umpqua Hldgs Corp Stock 0.0 $358k 19k 19.22
Crown Castle Intl Corp Reit (CCI) 0.0 $357k 1.7k 208.77
B & G Foods Stock (BGS) 0.0 $343k 11k 30.73
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $327k 5.3k 61.22
Compass Diversified Sh Ben Int Stock (CODI) 0.0 $327k 11k 30.59
New York Cmnty Bancorp Stock (NYCB) 0.0 $324k 27k 12.20
Clearway Energy Inc Cl A Stock (CWEN.A) 0.0 $323k 9.6k 33.52
Lumen Technologies Stock (LUMN) 0.0 $323k 26k 12.56
Analog Devices Stock (ADI) 0.0 $322k 1.8k 175.67
Block H & R Stock (HRB) 0.0 $319k 14k 23.56
Hercules Capital Cef (HTGC) 0.0 $318k 19k 16.57
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $316k 1.0k 305.61
Medical Pptys Trust Reit (MPW) 0.0 $315k 13k 23.63
Star Bulk Carriers Corp. Shs Par Stock (SBLK) 0.0 $315k 14k 22.67
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $314k 4.3k 72.53
Fortress Trans Infrst Invs Llc Com Rep Ltd Liab Stock 0.0 $312k 11k 28.89
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $312k 1.9k 168.01
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $306k 3.3k 92.76
National Retail Properties Reit (NNN) 0.0 $303k 6.3k 48.02
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $302k 3.7k 81.18
Ishares Russell 1000 Etf Etf (IWB) 0.0 $295k 1.1k 264.81
First Trust Managed Municipal Etf Etf (FMB) 0.0 $295k 5.2k 56.94
Yum Brands Stock (YUM) 0.0 $294k 2.1k 138.68
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $293k 6.5k 45.32
International Paper Stock (IP) 0.0 $289k 6.2k 46.90
Fidelity Value Factor Etf Etf (FVAL) 0.0 $289k 5.5k 52.12
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $287k 5.8k 49.40
Realty Income Corp Reit (O) 0.0 $287k 4.0k 71.66
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $281k 5.7k 49.23
Western Un Stock (WU) 0.0 $275k 15k 17.82
Gladstone Ld Corp Reit (LAND) 0.0 $270k 8.0k 33.75
Xcel Energy Stock (XEL) 0.0 $269k 4.0k 67.59
Gilead Sciences Stock (GILD) 0.0 $268k 3.7k 72.61
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $267k 1.1k 252.84
Raymond James Finl Stock (RJF) 0.0 $264k 2.6k 100.57
Diageo Adr (DEO) 0.0 $263k 1.2k 220.45
Ford Mtr Co Del Stock (F) 0.0 $263k 13k 20.75
Wec Energy Group Stock (WEC) 0.0 $260k 2.7k 96.98
Spdr S&p Biotech Etf Etf (XBI) 0.0 $257k 2.3k 111.98
Edwards Lifesciences Corp Stock (EW) 0.0 $257k 2.0k 129.41
Vanguard Real Estate Etf Etf (VNQ) 0.0 $252k 2.2k 115.81
Cigna Corp Stock (CI) 0.0 $248k 1.1k 230.06
Deere & Co Stock (DE) 0.0 $247k 720.00 343.06
Dmc Global Stock (BOOM) 0.0 $246k 6.2k 39.65
Ppl Corp Stock (PPL) 0.0 $244k 8.1k 30.07
Enbridge Stock (ENB) 0.0 $244k 6.2k 39.05
Ishares Msci Eafe Etf Etf (EFA) 0.0 $243k 3.1k 79.67
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.0 $242k 4.7k 51.71
Truist Finl Corp Stock (TFC) 0.0 $240k 4.1k 58.62
Sabra Health Care Reit Reit (SBRA) 0.0 $239k 18k 13.52
Ishares Tips Bond Etf Etf (TIP) 0.0 $236k 1.8k 128.96
Sl Green Rlty Corp Reit 0.0 $236k 3.3k 71.75
Unum Group Stock (UNM) 0.0 $230k 9.4k 24.59
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $226k 3.2k 71.43
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $226k 1.9k 116.26
Shell Plc Spons Adr A Adr 0.0 $225k 5.2k 43.46
Baxter Intl Stock (BAX) 0.0 $224k 2.6k 85.99
Kinder Morgan Inc Del Stock (KMI) 0.0 $223k 14k 15.84
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $221k 2.4k 91.70
Astrazeneca Adr (AZN) 0.0 $218k 3.8k 58.12
Viacomcbs Inc Cl B Stock (PARA) 0.0 $218k 7.2k 30.15
Mercadolibre Stock (MELI) 0.0 $216k 161.00 1341.61
Invesco Water Resources Etf Etf (PHO) 0.0 $215k 3.5k 60.87
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $214k 13k 16.72
Abb Adr (ABBNY) 0.0 $213k 5.6k 38.22
Fastenal Stock (FAST) 0.0 $211k 3.3k 63.94
Cboe Global Mkts Stock (CBOE) 0.0 $209k 1.6k 130.62
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $208k 2.6k 80.93
Becton Dickinson & Co Stock (BDX) 0.0 $208k 828.00 251.21
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