Prosperity Consulting Group

Prosperity Consulting Group as of June 30, 2024

Portfolio Holdings for Prosperity Consulting Group

Prosperity Consulting Group holds 303 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.2 $61M 111k 547.23
Ishares Tr Core Us Aggbd Et (AGG) 6.1 $45M 461k 97.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.4 $33M 578k 56.68
Apple (AAPL) 2.8 $21M 98k 210.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.5 $19M 94k 197.11
Spdr Ser Tr S&p Divid Etf (SDY) 2.1 $16M 122k 127.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $15M 197k 77.76
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $15M 163k 92.54
Microsoft Corporation (MSFT) 1.9 $14M 32k 446.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $13M 24k 544.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $9.6M 194k 49.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.3 $9.3M 119k 78.05
Amazon (AMZN) 1.3 $9.2M 48k 193.25
Ishares Tr Eafe Value Etf (EFV) 1.2 $9.0M 169k 53.04
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.2 $8.8M 171k 51.44
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $8.1M 79k 102.30
Ishares Tr Rus Mdcp Val Etf (IWS) 1.1 $8.1M 67k 120.74
Exxon Mobil Corporation (XOM) 1.0 $7.4M 64k 115.12
Wisdomtree Tr Us Smallcap Divd (DES) 0.9 $7.0M 225k 31.15
NVIDIA Corporation (NVDA) 0.9 $6.9M 56k 123.54
Qualcomm (QCOM) 0.9 $6.7M 34k 199.18
Merck & Co (MRK) 0.9 $6.4M 52k 123.80
Sap Se Spon Adr (SAP) 0.9 $6.3M 31k 201.71
JPMorgan Chase & Co. (JPM) 0.9 $6.3M 31k 202.26
Oneok (OKE) 0.8 $6.0M 73k 81.55
Republic Services (RSG) 0.8 $5.7M 30k 194.34
Alphabet Cap Stk Cl A (GOOGL) 0.8 $5.7M 31k 182.15
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $5.6M 33k 173.81
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.8 $5.5M 128k 43.41
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $5.3M 29k 182.55
Broadcom (AVGO) 0.7 $5.3M 3.3k 1605.74
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $5.3M 48k 110.35
Watsco, Incorporated (WSO) 0.7 $5.3M 11k 463.24
Ishares Tr Russell 2000 Etf (IWM) 0.7 $5.3M 26k 202.89
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.7 $5.1M 135k 37.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.7 $5.1M 62k 81.97
Home Depot (HD) 0.7 $4.9M 14k 344.24
McDonald's Corporation (MCD) 0.6 $4.8M 19k 254.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $4.6M 60k 76.70
International Business Machines (IBM) 0.6 $4.6M 27k 172.95
Ares Management Corporation Cl A Com Stk (ARES) 0.6 $4.5M 34k 133.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $4.5M 12k 364.51
Snap-on Incorporated (SNA) 0.6 $4.5M 17k 261.38
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $4.4M 82k 54.49
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $4.4M 92k 47.45
Relx Sponsored Adr (RELX) 0.6 $4.3M 94k 45.88
Verizon Communications (VZ) 0.6 $4.1M 100k 41.24
Abbvie (ABBV) 0.6 $4.1M 24k 171.52
Costco Wholesale Corporation (COST) 0.5 $3.9M 4.6k 850.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.8M 9.4k 406.80
Procter & Gamble Company (PG) 0.5 $3.8M 23k 164.92
Automatic Data Processing (ADP) 0.5 $3.8M 16k 238.69
Ishares Core Msci Emkt (IEMG) 0.5 $3.7M 70k 53.53
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.5 $3.7M 219k 17.00
Visa Com Cl A (V) 0.5 $3.6M 14k 262.47
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $3.4M 75k 44.93
Unilever Spon Adr New (UL) 0.5 $3.4M 61k 54.99
Texas Instruments Incorporated (TXN) 0.4 $3.3M 17k 194.53
Meta Platforms Cl A (META) 0.4 $3.3M 6.5k 504.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.2M 6.7k 479.09
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.4 $3.1M 62k 50.28
Cisco Systems (CSCO) 0.4 $3.1M 64k 47.51
Kimberly-Clark Corporation (KMB) 0.4 $3.0M 22k 138.20
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.0M 16k 183.42
Eli Lilly & Co. (LLY) 0.4 $3.0M 3.3k 905.31
Air Products & Chemicals (APD) 0.4 $2.9M 11k 258.05
Wec Energy Group (WEC) 0.4 $2.8M 36k 78.46
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.4 $2.8M 48k 57.91
Mccormick & Co Com Non Vtg (MKC) 0.4 $2.8M 39k 70.94
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $2.7M 32k 85.86
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $2.7M 96k 28.30
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $2.6M 46k 56.43
Mid-America Apartment (MAA) 0.3 $2.6M 18k 142.61
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $2.6M 42k 61.09
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $2.6M 56k 46.09
Gilead Sciences (GILD) 0.3 $2.5M 36k 68.61
American Water Works (AWK) 0.3 $2.5M 19k 129.16
American Express Company (AXP) 0.3 $2.4M 10k 231.55
Medtronic SHS (MDT) 0.3 $2.4M 31k 78.71
Sanofi Sponsored Adr (SNY) 0.3 $2.4M 49k 48.52
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $2.4M 37k 64.95
Hershey Company (HSY) 0.3 $2.4M 13k 183.84
British Amern Tob Sponsored Adr (BTI) 0.3 $2.3M 75k 30.93
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.3 $2.3M 47k 48.75
Ishares Tr National Mun Etf (MUB) 0.3 $2.3M 21k 106.55
Paypal Holdings (PYPL) 0.3 $2.3M 39k 58.03
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $2.2M 43k 52.06
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $2.2M 30k 74.78
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $2.2M 39k 56.32
Sony Group Corp Sponsored Adr (SONY) 0.3 $2.2M 26k 84.95
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $2.2M 47k 46.77
National Grid Sponsored Adr Ne (NGG) 0.3 $2.2M 38k 56.80
Bank of New York Mellon Corporation (BK) 0.3 $2.2M 36k 59.89
Realty Income (O) 0.3 $2.1M 41k 52.82
Bank of America Corporation (BAC) 0.3 $2.1M 53k 39.77
Wal-Mart Stores (WMT) 0.3 $2.1M 31k 67.71
Shell Spon Ads (SHEL) 0.3 $2.1M 29k 72.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $2.1M 12k 170.77
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $2.0M 12k 168.79
Caterpillar (CAT) 0.3 $2.0M 6.1k 333.10
UnitedHealth (UNH) 0.3 $2.0M 3.9k 509.23
Oracle Corporation (ORCL) 0.3 $2.0M 14k 141.20
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $2.0M 21k 94.27
Arthur J. Gallagher & Co. (AJG) 0.3 $1.9M 7.4k 259.29
Amgen (AMGN) 0.3 $1.8M 5.9k 312.48
Select Sector Spdr Tr Technology (XLK) 0.2 $1.7M 7.5k 226.23
Pfizer (PFE) 0.2 $1.6M 57k 27.98
Johnson & Johnson (JNJ) 0.2 $1.6M 11k 146.16
Ishares Tr Msci India Etf (INDA) 0.2 $1.6M 28k 55.78
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.5M 4.8k 303.41
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.2 $1.5M 27k 55.04
Linde SHS (LIN) 0.2 $1.4M 3.2k 438.81
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $1.4M 15k 93.65
Coca-Cola Company (KO) 0.2 $1.4M 22k 63.65
Vanguard Index Fds Value Etf (VTV) 0.2 $1.4M 8.4k 160.41
Honeywell International (HON) 0.2 $1.3M 6.3k 213.53
Netflix (NFLX) 0.2 $1.3M 1.9k 674.88
Philip Morris International (PM) 0.2 $1.3M 13k 101.33
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.3M 5.1k 250.13
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.2M 15k 78.33
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2M 4.6k 249.62
Chevron Corporation (CVX) 0.2 $1.1M 7.3k 156.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.2 $1.1M 29k 39.12
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.1M 11k 106.78
Pepsi (PEP) 0.2 $1.1M 6.8k 164.94
Parker-Hannifin Corporation (PH) 0.2 $1.1M 2.2k 505.83
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $1.0M 52k 20.00
1 800 Flowers Cl A (FLWS) 0.1 $971k 102k 9.52
General Dynamics Corporation (GD) 0.1 $970k 3.3k 290.12
Abbott Laboratories (ABT) 0.1 $949k 9.1k 103.91
Vanguard Index Fds Growth Etf (VUG) 0.1 $899k 2.4k 374.01
Ameriprise Financial (AMP) 0.1 $891k 2.1k 427.24
Tesla Motors (TSLA) 0.1 $885k 4.5k 197.88
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $841k 8.4k 99.49
At&t (T) 0.1 $826k 43k 19.11
Asml Holding N V N Y Registry Shs (ASML) 0.1 $825k 807.00 1022.73
Intuitive Surgical Com New (ISRG) 0.1 $815k 1.8k 444.85
Lockheed Martin Corporation (LMT) 0.1 $810k 1.7k 467.19
Thomson Reuters Corp. (TRI) 0.1 $802k 4.8k 168.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $794k 18k 43.76
Southern Company (SO) 0.1 $789k 10k 77.57
ConocoPhillips (COP) 0.1 $775k 6.8k 114.38
Walt Disney Company (DIS) 0.1 $755k 7.6k 99.29
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $742k 26k 28.92
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $727k 32k 22.57
Blackstone Group Inc Com Cl A (BX) 0.1 $721k 5.8k 123.80
Constellation Energy (CEG) 0.1 $716k 3.6k 200.27
Boston Scientific Corporation (BSX) 0.1 $708k 9.2k 77.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $706k 4.0k 174.48
Ishares Tr Modert Alloc Etf (AOM) 0.1 $703k 16k 43.01
Intuit (INTU) 0.1 $701k 1.1k 657.46
Raytheon Technologies Corp (RTX) 0.1 $698k 7.0k 100.39
Eaton Corp SHS (ETN) 0.1 $696k 2.2k 313.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $690k 12k 58.52
Progressive Corporation (PGR) 0.1 $674k 3.2k 207.71
Prudential Financial (PRU) 0.1 $669k 5.7k 117.19
Arista Networks (ANET) 0.1 $658k 1.9k 350.48
Applied Materials (AMAT) 0.1 $657k 2.8k 235.99
Mastercard Incorporated Cl A (MA) 0.1 $655k 1.5k 441.06
BlackRock 0.1 $650k 826.00 787.32
Servicenow (NOW) 0.1 $639k 812.00 786.67
TJX Companies (TJX) 0.1 $639k 5.8k 110.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $630k 2.4k 267.56
O'reilly Automotive (ORLY) 0.1 $624k 591.00 1056.06
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $619k 5.2k 118.61
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $612k 6.7k 91.78
MetLife (MET) 0.1 $599k 8.5k 70.19
Comcast Corp Cl A (CMCSA) 0.1 $597k 15k 39.16
Synopsys (SNPS) 0.1 $595k 1.0k 595.06
Altria (MO) 0.1 $594k 13k 45.55
Superior Uniform (SGC) 0.1 $594k 31k 18.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $590k 4.0k 145.76
Ishares Tr Rus 1000 Etf (IWB) 0.1 $583k 2.0k 297.48
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) 0.1 $582k 25k 23.57
PNC Financial Services (PNC) 0.1 $579k 3.7k 155.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $579k 3.2k 182.38
salesforce (CRM) 0.1 $575k 2.2k 257.10
Nxp Semiconductors N V (NXPI) 0.1 $569k 2.1k 269.09
Ishares Tr Conser Alloc Etf (AOK) 0.1 $555k 15k 36.93
Moody's Corporation (MCO) 0.1 $555k 1.3k 420.93
Dex (DXCM) 0.1 $551k 4.9k 113.38
Lowe's Companies (LOW) 0.1 $549k 2.5k 220.50
Consolidated Edison (ED) 0.1 $544k 6.1k 89.42
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $540k 11k 50.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $533k 8.6k 61.64
3M Company (MMM) 0.1 $524k 5.1k 102.18
Ecolab (ECL) 0.1 $512k 2.2k 238.00
Sherwin-Williams Company (SHW) 0.1 $507k 1.7k 298.47
Ford Motor Company (F) 0.1 $507k 40k 12.54
Boeing Company (BA) 0.1 $505k 2.8k 182.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $503k 13k 39.80
Emerson Electric (EMR) 0.1 $500k 4.5k 110.17
Cintas Corporation (CTAS) 0.1 $500k 713.00 700.53
Us Bancorp Del Com New (USB) 0.1 $492k 12k 39.70
Freeport-mcmoran CL B (FCX) 0.1 $484k 10k 48.60
Zoetis Cl A (ZTS) 0.1 $481k 2.8k 173.34
Novo-nordisk A S Adr (NVO) 0.1 $479k 3.4k 142.74
BP Sponsored Adr (BP) 0.1 $463k 13k 36.10
Dow (DOW) 0.1 $454k 8.6k 53.05
Marsh & McLennan Companies (MMC) 0.1 $448k 2.1k 210.73
Wendy's/arby's Group (WEN) 0.1 $448k 26k 16.96
Janus Henderson Group Ord Shs (JHG) 0.1 $443k 13k 33.71
CSX Corporation (CSX) 0.1 $441k 13k 33.45
Roper Industries (ROP) 0.1 $439k 778.00 563.66
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $431k 9.8k 43.76
Select Sector Spdr Tr Financial (XLF) 0.1 $428k 10k 41.11
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $428k 5.6k 76.58
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $427k 4.3k 99.81
Northwestern Energy Group In Com New (NWE) 0.1 $425k 8.5k 50.08
Danaher Corporation (DHR) 0.1 $419k 1.7k 249.89
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $418k 892.00 468.72
Monro Muffler Brake (MNRO) 0.1 $417k 18k 23.86
SYSCO Corporation (SYY) 0.1 $415k 5.8k 71.39
Prologis (PLD) 0.1 $415k 3.7k 112.31
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $406k 10k 39.72
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.1 $401k 18k 21.86
Escalade (ESCA) 0.1 $400k 29k 13.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $397k 4.9k 81.08
Bar Harbor Bankshares (BHB) 0.1 $395k 15k 26.88
Steelcase Cl A (SCS) 0.1 $393k 30k 12.96
Harbor Etf Trust Harbor Commodity (HGER) 0.1 $392k 17k 22.50
Onto Innovation (ONTO) 0.1 $389k 1.8k 219.56
Howmet Aerospace (HWM) 0.1 $385k 5.0k 77.63
Marriott Intl Cl A (MAR) 0.1 $380k 1.6k 241.83
Martin Marietta Materials (MLM) 0.1 $380k 702.00 541.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $378k 3.8k 100.83
Public Service Enterprise (PEG) 0.1 $376k 5.1k 73.70
Fifth Third Ban (FITB) 0.1 $375k 10k 36.49
Old Republic International Corporation (ORI) 0.1 $371k 12k 30.90
Msc Indl Direct Cl A (MSM) 0.1 $370k 4.7k 79.31
Exelon Corporation (EXC) 0.0 $369k 11k 34.61
Kinder Morgan (KMI) 0.0 $363k 18k 19.87
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $356k 4.7k 74.88
The Trade Desk Com Cl A (TTD) 0.0 $352k 3.6k 97.67
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $348k 6.9k 50.47
L3harris Technologies (LHX) 0.0 $342k 1.5k 224.58
Deere & Company (DE) 0.0 $342k 915.00 373.58
Adobe Systems Incorporated (ADBE) 0.0 $341k 613.00 555.54
Bristol Myers Squibb (BMY) 0.0 $340k 8.2k 41.53
Target Corporation (TGT) 0.0 $340k 2.3k 148.06
Johnson Ctls Intl SHS (JCI) 0.0 $330k 5.0k 66.47
Citigroup Com New (C) 0.0 $328k 5.2k 63.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $328k 4.1k 79.93
Colgate-Palmolive Company (CL) 0.0 $327k 3.4k 97.04
Westwood Holdings (WHG) 0.0 $324k 27k 12.18
Postal Realty Trust Cl A (PSTL) 0.0 $321k 24k 13.33
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $321k 7.7k 41.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $321k 641.00 500.31
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $320k 12k 27.87
Spdr Gold Tr Gold Shs (GLD) 0.0 $310k 1.4k 215.01
Intel Corporation (INTC) 0.0 $309k 10k 30.97
Lamar Advertising Cl A (LAMR) 0.0 $308k 2.6k 119.53
Sprott Com New (SII) 0.0 $305k 7.4k 41.39
Mondelez Intl Cl A (MDLZ) 0.0 $304k 4.7k 65.44
Ethan Allen Interiors (ETD) 0.0 $304k 11k 27.89
Select Sector Spdr Tr Indl (XLI) 0.0 $302k 2.5k 121.85
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.0 $301k 7.8k 38.39
Wells Fargo & Company (WFC) 0.0 $297k 5.0k 59.39
ACCO Brands Corporation (ACCO) 0.0 $295k 63k 4.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $290k 1.6k 182.52
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $286k 2.8k 100.65
American Electric Power Company (AEP) 0.0 $284k 3.2k 87.74
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $283k 2.8k 100.08
United Parcel Service CL B (UPS) 0.0 $282k 2.1k 136.86
Advanced Micro Devices (AMD) 0.0 $281k 1.7k 162.21
Southwest Airlines (LUV) 0.0 $281k 9.8k 28.61
Cme (CME) 0.0 $275k 1.4k 196.60
Ge Aerospace Com New (GE) 0.0 $273k 1.7k 158.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $272k 3.3k 83.76
Super Micro Computer 0.0 $270k 329.00 819.35
Eastman Chemical Company (EMN) 0.0 $261k 2.7k 97.97
Bridgewater Bancshares (BWB) 0.0 $259k 22k 11.61
Waste Management (WM) 0.0 $258k 1.2k 213.30
Compass Diversified Sh Ben Int (CODI) 0.0 $257k 12k 21.89
Chubb (CB) 0.0 $254k 995.00 254.97
Nike CL B (NKE) 0.0 $249k 3.3k 75.36
Trane Technologies SHS (TT) 0.0 $249k 758.00 328.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $247k 4.2k 58.64
McKesson Corporation (MCK) 0.0 $244k 417.00 584.04
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $232k 5.4k 42.55
Chipotle Mexican Grill (CMG) 0.0 $227k 3.6k 62.65
Crown Castle Intl (CCI) 0.0 $221k 2.3k 97.70
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $218k 1.7k 127.52
Bank of Hawaii Corporation (BOH) 0.0 $218k 3.8k 57.21
Elf Beauty (ELF) 0.0 $217k 1.0k 210.72
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.0 $217k 1.3k 172.08
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) 0.0 $217k 8.3k 26.05
Becton, Dickinson and (BDX) 0.0 $215k 922.00 233.63
Ralph Lauren Corp Cl A (RL) 0.0 $215k 1.2k 175.06
Dominion Resources (D) 0.0 $212k 4.3k 49.00
Fastenal Company (FAST) 0.0 $211k 3.4k 62.83
CVS Caremark Corporation (CVS) 0.0 $209k 3.5k 59.07
Ishares Tr High Yld Systm B (HYDB) 0.0 $209k 4.5k 46.44
Moderna (MRNA) 0.0 $208k 1.7k 118.75
Cigna Corp (CI) 0.0 $206k 623.00 330.62
Resources Connection (RGP) 0.0 $204k 19k 11.04
Vanguard Index Fds Small Cp Etf (VB) 0.0 $203k 932.00 218.00
American Tower Reit (AMT) 0.0 $201k 1.0k 194.44
Huntington Bancshares Incorporated (HBAN) 0.0 $183k 14k 13.18
Evolution Petroleum Corporation (EPM) 0.0 $181k 34k 5.27
Thornburg Income Builder (TBLD) 0.0 $161k 10k 16.13
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $100k 16k 6.37
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $58k 21k 2.73