Rathbones Group as of June 30, 2022
Portfolio Holdings for Rathbones Group
Rathbones Group holds 427 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.0 | $527M | 2.1M | 256.83 | |
Visa (V) | 5.3 | $464M | 2.4M | 196.89 | |
Alphabet Inc Class A cs (GOOGL) | 3.2 | $283M | 130k | 2179.26 | |
Apple (AAPL) | 3.2 | $276M | 2.0M | 136.72 | |
Coca-Cola Company (KO) | 3.1 | $274M | 4.3M | 62.91 | |
Amazon (AMZN) | 3.1 | $267M | 2.5M | 106.21 | |
Accenture (ACN) | 2.8 | $247M | 890k | 277.65 | |
Cme (CME) | 2.2 | $193M | 942k | 204.70 | |
Estee Lauder Companies (EL) | 2.2 | $188M | 737k | 254.67 | |
Abbott Laboratories (ABT) | 2.1 | $183M | 1.7M | 108.65 | |
Berkshire Hathaway (BRK.B) | 2.1 | $181M | 665k | 273.02 | |
Costco Wholesale Corporation (COST) | 1.7 | $145M | 303k | 479.42 | |
Alphabet Inc Class C cs (GOOG) | 1.6 | $137M | 63k | 2187.46 | |
MasterCard Incorporated (MA) | 1.6 | $137M | 433k | 315.48 | |
Adobe Systems Incorporated (ADBE) | 1.4 | $126M | 344k | 366.06 | |
Johnson & Johnson (JNJ) | 1.4 | $126M | 708k | 177.51 | |
Amphenol Corporation (APH) | 1.3 | $116M | 1.8M | 64.38 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $113M | 1.0M | 112.61 | |
Home Depot (HD) | 1.2 | $104M | 379k | 274.27 | |
Intuit (INTU) | 1.2 | $103M | 268k | 385.44 | |
Thermo Fisher Scientific (TMO) | 1.2 | $102M | 187k | 543.28 | |
NVIDIA Corporation (NVDA) | 1.1 | $96M | 634k | 151.59 | |
First Republic Bank/san F (FRCB) | 1.1 | $95M | 661k | 144.20 | |
Charles Schwab Corporation (SCHW) | 1.1 | $95M | 1.5M | 63.18 | |
S&p Global (SPGI) | 1.1 | $95M | 281k | 337.06 | |
Dex (DXCM) | 1.1 | $94M | 1.3M | 74.53 | |
Deere & Company (DE) | 1.0 | $90M | 302k | 299.47 | |
Mondelez Int (MDLZ) | 1.0 | $85M | 1.4M | 62.09 | |
Waste Connections (WCN) | 1.0 | $84M | 675k | 123.96 | |
Honeywell International (HON) | 0.9 | $76M | 439k | 173.81 | |
Martin Marietta Materials (MLM) | 0.9 | $75M | 252k | 299.24 | |
J.B. Hunt Transport Services (JBHT) | 0.8 | $73M | 463k | 157.47 | |
Rollins (ROL) | 0.8 | $69M | 2.0M | 34.92 | |
Cintas Corporation (CTAS) | 0.8 | $67M | 178k | 373.53 | |
Liberty Media Corp Series C Li | 0.8 | $66M | 1.0M | 63.47 | |
TJX Companies (TJX) | 0.7 | $64M | 1.1M | 55.85 | |
Delphi Automotive Inc international (APTV) | 0.7 | $64M | 713k | 89.07 | |
SVB Financial (SIVBQ) | 0.7 | $63M | 160k | 394.99 | |
Ball Corporation (BALL) | 0.7 | $62M | 904k | 68.77 | |
Broadridge Financial Solutions (BR) | 0.7 | $62M | 435k | 142.55 | |
Signature Bank (SBNY) | 0.7 | $61M | 338k | 179.21 | |
Sherwin-Williams Company (SHW) | 0.7 | $59M | 264k | 223.91 | |
Johnson Controls International Plc equity (JCI) | 0.7 | $58M | 1.2M | 47.88 | |
Verizon Communications (VZ) | 0.6 | $56M | 1.1M | 50.75 | |
Procter & Gamble Company (PG) | 0.6 | $56M | 386k | 143.79 | |
IDEXX Laboratories (IDXX) | 0.6 | $55M | 156k | 350.73 | |
Bank of America Corporation (BAC) | 0.6 | $53M | 1.7M | 31.13 | |
Intuitive Surgical (ISRG) | 0.6 | $51M | 255k | 200.71 | |
CoStar (CSGP) | 0.6 | $50M | 829k | 60.41 | |
Match Group (MTCH) | 0.6 | $49M | 703k | 69.69 | |
Linde | 0.5 | $48M | 165k | 287.53 | |
Align Technology (ALGN) | 0.5 | $47M | 201k | 236.67 | |
Schlumberger (SLB) | 0.5 | $45M | 1.2M | 35.76 | |
Verisk Analytics (VRSK) | 0.5 | $44M | 255k | 173.09 | |
Pepsi (PEP) | 0.5 | $44M | 262k | 166.66 | |
Nike (NKE) | 0.5 | $41M | 404k | 102.20 | |
Lockheed Martin Corporation (LMT) | 0.5 | $41M | 96k | 429.96 | |
Edwards Lifesciences (EW) | 0.5 | $41M | 431k | 95.09 | |
Citigroup (C) | 0.5 | $40M | 867k | 45.99 | |
Cadence Design Systems (CDNS) | 0.4 | $39M | 262k | 150.03 | |
SPDR Gold Trust (GLD) | 0.4 | $38M | 226k | 168.46 | |
Fidelity National Information Services (FIS) | 0.4 | $37M | 405k | 91.67 | |
Boise Cascade (BCC) | 0.4 | $36M | 610k | 59.49 | |
Wec Energy Group (WEC) | 0.4 | $36M | 359k | 100.64 | |
Chevron Corporation (CVX) | 0.4 | $36M | 248k | 144.78 | |
Ansys (ANSS) | 0.4 | $36M | 149k | 239.29 | |
Autodesk (ADSK) | 0.4 | $36M | 206k | 171.96 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $35M | 91k | 385.48 | |
Morgan Stanley (MS) | 0.4 | $34M | 452k | 76.06 | |
Booking Holdings (BKNG) | 0.4 | $34M | 20k | 1748.97 | |
Jack Henry & Associates (JKHY) | 0.4 | $34M | 186k | 180.02 | |
U.S. Bancorp (USB) | 0.4 | $33M | 719k | 46.02 | |
Discover Financial Services (DFS) | 0.4 | $32M | 338k | 94.58 | |
Freshpet (FRPT) | 0.4 | $31M | 593k | 51.89 | |
Godaddy Inc cl a (GDDY) | 0.3 | $30M | 435k | 69.56 | |
Amgen (AMGN) | 0.3 | $30M | 123k | 243.30 | |
Walt Disney Company (DIS) | 0.3 | $30M | 314k | 94.40 | |
Equinix (EQIX) | 0.3 | $29M | 45k | 657.01 | |
Becton, Dickinson and (BDX) | 0.3 | $29M | 118k | 246.53 | |
Pfizer (PFE) | 0.3 | $28M | 535k | 52.43 | |
Taiwan Semiconductor Mfg (TSM) | 0.3 | $28M | 342k | 81.75 | |
Exxon Mobil Corporation (XOM) | 0.3 | $28M | 326k | 85.64 | |
Ecolab (ECL) | 0.3 | $28M | 181k | 153.76 | |
Palo Alto Networks (PANW) | 0.3 | $28M | 56k | 493.94 | |
Otis Worldwide Corp (OTIS) | 0.3 | $27M | 378k | 70.67 | |
Xylem (XYL) | 0.3 | $27M | 340k | 78.18 | |
Cooper Companies | 0.3 | $27M | 85k | 313.12 | |
Altria (MO) | 0.3 | $26M | 632k | 41.77 | |
Facebook Inc cl a (META) | 0.3 | $24M | 152k | 161.25 | |
Activision Blizzard | 0.3 | $24M | 313k | 77.86 | |
Dollar General (DG) | 0.3 | $24M | 98k | 245.44 | |
Eli Lilly & Co. (LLY) | 0.3 | $24M | 74k | 324.23 | |
Pulte (PHM) | 0.3 | $23M | 567k | 39.63 | |
Trex Company (TREX) | 0.3 | $22M | 403k | 54.42 | |
Caterpillar (CAT) | 0.2 | $22M | 122k | 178.76 | |
Qualcomm (QCOM) | 0.2 | $21M | 168k | 127.74 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $21M | 55k | 377.25 | |
Shopify Inc cl a (SHOP) | 0.2 | $20M | 650k | 31.24 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $20M | 118k | 171.89 | |
Yum China Holdings (YUMC) | 0.2 | $20M | 407k | 48.50 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $19M | 118k | 163.04 | |
Paypal Holdings (PYPL) | 0.2 | $19M | 265k | 69.84 | |
Nextera Energy (NEE) | 0.2 | $18M | 238k | 77.46 | |
Colgate-Palmolive Company (CL) | 0.2 | $18M | 222k | 80.14 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $17M | 565k | 29.26 | |
Hannon Armstrong (HASI) | 0.2 | $16M | 429k | 37.86 | |
Marsh & McLennan Companies (MMC) | 0.2 | $16M | 102k | 155.25 | |
Rbc Cad (RY) | 0.2 | $16M | 164k | 96.62 | |
Abbvie (ABBV) | 0.2 | $15M | 101k | 153.16 | |
SYSCO Corporation (SYY) | 0.2 | $15M | 177k | 84.71 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $15M | 43k | 346.88 | |
Steris Plc Ord equities (STE) | 0.2 | $14M | 69k | 206.15 | |
Raytheon Technologies Corp (RTX) | 0.2 | $14M | 143k | 96.11 | |
Generac Holdings (GNRC) | 0.2 | $13M | 62k | 210.59 | |
Michael Kors Holdings Ord (CPRI) | 0.1 | $13M | 315k | 41.01 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.1 | $13M | 140k | 92.24 | |
Tesla Motors (TSLA) | 0.1 | $12M | 18k | 673.42 | |
FMC Corporation (FMC) | 0.1 | $12M | 111k | 107.01 | |
Advanced Drain Sys Inc Del (WMS) | 0.1 | $11M | 127k | 90.07 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $11M | 122k | 90.36 | |
Union Pacific Corporation (UNP) | 0.1 | $9.7M | 45k | 213.28 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $9.5M | 83k | 113.91 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $9.4M | 225k | 41.65 | |
McDonald's Corporation (MCD) | 0.1 | $9.2M | 37k | 246.87 | |
Brookfield Asset Management | 0.1 | $8.9M | 200k | 44.39 | |
General Electric (GE) | 0.1 | $8.8M | 139k | 63.67 | |
Vanguard Pacific ETF (VPL) | 0.1 | $8.8M | 138k | 63.48 | |
Elements Rogers Agri Tot Ret etf | 0.1 | $8.6M | 916k | 9.34 | |
Ishares Msci Japan (EWJ) | 0.1 | $8.5M | 162k | 52.83 | |
Marvell Technology (MRVL) | 0.1 | $8.3M | 191k | 43.53 | |
Bk Nova Cad (BNS) | 0.1 | $8.2M | 139k | 59.06 | |
Electronic Arts (EA) | 0.1 | $7.8M | 64k | 121.66 | |
Brown-Forman Corporation (BF.B) | 0.1 | $7.7M | 110k | 70.16 | |
Take-Two Interactive Software (TTWO) | 0.1 | $7.4M | 61k | 122.53 | |
Trane Technologies (TT) | 0.1 | $7.2M | 56k | 129.87 | |
Immunocore Holdings Plc- (IMCR) | 0.1 | $7.1M | 190k | 37.31 | |
Novartis (NVS) | 0.1 | $7.1M | 84k | 84.53 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $7.0M | 92k | 76.79 | |
Sentinelone (S) | 0.1 | $6.7M | 289k | 23.33 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $6.5M | 86k | 75.26 | |
Ishares Msci United Kingdom Index etf (EWU) | 0.1 | $6.3M | 212k | 29.96 | |
Merck & Co (MRK) | 0.1 | $6.2M | 69k | 91.17 | |
Alibaba Group Holding (BABA) | 0.1 | $6.2M | 55k | 113.67 | |
Baker Hughes A Ge Company (BKR) | 0.1 | $6.1M | 210k | 28.87 | |
Vanguard Total World Stock Idx (VT) | 0.1 | $6.0M | 71k | 85.34 | |
Intel Corporation (INTC) | 0.1 | $5.8M | 156k | 37.41 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $5.6M | 48k | 117.67 | |
Cibc Cad (CM) | 0.1 | $5.6M | 115k | 48.46 | |
iShares S&P Global Technology Sect. (IXN) | 0.1 | $5.6M | 122k | 45.70 | |
Netflix (NFLX) | 0.1 | $5.5M | 32k | 174.88 | |
At&t (T) | 0.1 | $4.9M | 234k | 20.96 | |
Barrick Gold Corp (GOLD) | 0.1 | $4.8M | 274k | 17.66 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $4.7M | 118k | 40.10 | |
Emerson Electric (EMR) | 0.1 | $4.7M | 59k | 79.53 | |
Zebra Technologies (ZBRA) | 0.1 | $4.7M | 16k | 293.97 | |
General Mills (GIS) | 0.1 | $4.6M | 62k | 75.45 | |
BlackRock (BLK) | 0.1 | $4.6M | 7.5k | 609.05 | |
Northern Trust Corporation (NTRS) | 0.0 | $4.3M | 44k | 96.48 | |
Guardant Health (GH) | 0.0 | $4.3M | 106k | 40.34 | |
Invesco International Corporat etf (PICB) | 0.0 | $4.2M | 193k | 22.03 | |
Eaton (ETN) | 0.0 | $4.1M | 33k | 125.99 | |
Axon Enterprise (AXON) | 0.0 | $4.1M | 44k | 93.17 | |
Littelfuse (LFUS) | 0.0 | $4.0M | 16k | 254.02 | |
Evoqua Water Technologies Corp | 0.0 | $4.0M | 123k | 32.51 | |
Philip Morris International (PM) | 0.0 | $4.0M | 40k | 98.75 | |
Starbucks Corporation (SBUX) | 0.0 | $3.9M | 51k | 76.38 | |
Paccar (PCAR) | 0.0 | $3.8M | 46k | 82.35 | |
Badger Meter (BMI) | 0.0 | $3.7M | 46k | 80.89 | |
iShares Russell 2000 Index (IWM) | 0.0 | $3.7M | 22k | 169.36 | |
Newmont Mining Corporation (NEM) | 0.0 | $3.7M | 61k | 59.68 | |
Trupanion (TRUP) | 0.0 | $3.6M | 60k | 60.26 | |
Zimmer Holdings (ZBH) | 0.0 | $3.6M | 34k | 105.07 | |
Thomson Reuters Corp | 0.0 | $3.5M | 34k | 104.02 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $3.5M | 85k | 41.64 | |
International Business Machines (IBM) | 0.0 | $3.4M | 24k | 141.19 | |
Berkshire Hathaway (BRK.A) | 0.0 | $3.3M | 8.00 | 409000.00 | |
Tor Dom Bk Cad (TD) | 0.0 | $3.2M | 49k | 65.44 | |
Skechers USA (SKX) | 0.0 | $3.2M | 90k | 35.58 | |
Microchip Technology (MCHP) | 0.0 | $3.2M | 55k | 58.09 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $3.2M | 33k | 95.97 | |
Trimble Navigation (TRMB) | 0.0 | $3.2M | 54k | 58.23 | |
Canadian Pacific Railway | 0.0 | $3.1M | 45k | 69.70 | |
Crown Holdings (CCK) | 0.0 | $3.0M | 33k | 92.18 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.0 | $3.0M | 56k | 53.43 | |
Owens Corning (OC) | 0.0 | $3.0M | 40k | 74.30 | |
Kellogg Company (K) | 0.0 | $3.0M | 42k | 71.33 | |
Cohen & Steers infrastucture Fund (UTF) | 0.0 | $2.9M | 115k | 25.31 | |
Bio-techne Corporation (TECH) | 0.0 | $2.9M | 8.3k | 346.62 | |
Bce (BCE) | 0.0 | $2.9M | 58k | 49.05 | |
Spdr Series Trust equity (IBND) | 0.0 | $2.9M | 102k | 28.06 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $2.8M | 21k | 135.13 | |
Medtronic (MDT) | 0.0 | $2.7M | 30k | 89.75 | |
Squarespace (SQSP) | 0.0 | $2.6M | 124k | 20.92 | |
Dover Corporation (DOV) | 0.0 | $2.5M | 21k | 121.34 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $2.5M | 31k | 80.03 | |
Carlisle Companies (CSL) | 0.0 | $2.4M | 10k | 238.60 | |
Sociedad Quimica y Minera (SQM) | 0.0 | $2.4M | 28k | 83.54 | |
Yum! Brands (YUM) | 0.0 | $2.3M | 20k | 113.53 | |
Uber Technologies (UBER) | 0.0 | $2.3M | 111k | 20.46 | |
ConocoPhillips (COP) | 0.0 | $2.2M | 25k | 89.81 | |
Agnico (AEM) | 0.0 | $2.2M | 48k | 45.70 | |
Moody's Corporation (MCO) | 0.0 | $2.2M | 7.9k | 272.02 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $2.2M | 43k | 50.54 | |
Corning Incorporated (GLW) | 0.0 | $2.1M | 68k | 31.51 | |
Goldman Sachs (GS) | 0.0 | $2.1M | 7.1k | 297.00 | |
Illumina (ILMN) | 0.0 | $2.1M | 11k | 184.40 | |
Live Nation Entertainment (LYV) | 0.0 | $2.1M | 25k | 82.60 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $2.1M | 32k | 64.06 | |
Bristol Myers Squibb (BMY) | 0.0 | $2.1M | 27k | 77.00 | |
Jackson Financial Inc Com Cl A (JXN) | 0.0 | $2.0M | 75k | 26.75 | |
Beyond Meat | 0.0 | $1.9M | 5.0M | 0.39 | |
Kraft Heinz (KHC) | 0.0 | $1.9M | 50k | 38.15 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.9M | 20k | 91.25 | |
Maxcyte (MXCT) | 0.0 | $1.8M | 397k | 4.61 | |
Pack (PACK) | 0.0 | $1.7M | 248k | 7.00 | |
iShares S&P World Ex-US Prop Index (WPS) | 0.0 | $1.7M | 58k | 29.21 | |
First Tr Exch Trd Alpha Fd I euro alphadex (FEUZ) | 0.0 | $1.6M | 49k | 33.67 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $1.6M | 19k | 83.26 | |
Clorox Company (CLX) | 0.0 | $1.6M | 11k | 140.96 | |
American Express Company (AXP) | 0.0 | $1.6M | 12k | 138.64 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $1.5M | 6.8k | 226.17 | |
Palantir Technologies (PLTR) | 0.0 | $1.5M | 170k | 9.07 | |
First Trust Cloud Computing Et (SKYY) | 0.0 | $1.5M | 23k | 65.92 | |
Keurig Dr Pepper (KDP) | 0.0 | $1.5M | 43k | 35.38 | |
Manulife Finl Corp (MFC) | 0.0 | $1.5M | 88k | 17.30 | |
Waste Management (WM) | 0.0 | $1.5M | 9.7k | 152.99 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $1.5M | 111k | 13.26 | |
Ametek (AME) | 0.0 | $1.5M | 13k | 109.93 | |
Endava Plc ads (DAVA) | 0.0 | $1.5M | 16k | 88.25 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.4M | 18k | 79.25 | |
iShares MSCI EMU Index (EZU) | 0.0 | $1.4M | 39k | 36.35 | |
Texas Pacific Land Corp (TPL) | 0.0 | $1.4M | 920.00 | 1488.04 | |
Abiomed | 0.0 | $1.3M | 5.4k | 247.59 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.3M | 24k | 52.27 | |
WisdomTree Japan Total Dividend (DXJ) | 0.0 | $1.2M | 20k | 62.45 | |
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.0 | $1.2M | 31k | 40.24 | |
First Trust NASDAQ Clean Edge (GRID) | 0.0 | $1.2M | 16k | 77.56 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $1.2M | 18k | 68.40 | |
Automatic Data Processing (ADP) | 0.0 | $1.2M | 5.7k | 210.08 | |
A. O. Smith Corporation (AOS) | 0.0 | $1.1M | 21k | 54.68 | |
Ishares Inc ctr wld minvl (ACWV) | 0.0 | $1.1M | 12k | 94.50 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $1.1M | 14k | 80.71 | |
iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $1.1M | 56k | 19.05 | |
First Tr Exch Trd Alpha Fd I (FJP) | 0.0 | $1.1M | 26k | 41.30 | |
Wal-Mart Stores (WMT) | 0.0 | $1.1M | 8.7k | 121.57 | |
Limoneira Company (LMNR) | 0.0 | $1.0M | 73k | 14.09 | |
Parker-Hannifin Corporation (PH) | 0.0 | $1.0M | 4.2k | 246.02 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $982k | 13k | 76.24 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $981k | 142k | 6.90 | |
Vontier Corporation (VNT) | 0.0 | $976k | 43k | 22.98 | |
Vanguard Health Care ETF (VHT) | 0.0 | $963k | 4.1k | 235.57 | |
Vanguard Financials ETF (VFH) | 0.0 | $962k | 13k | 77.19 | |
Golar Lng (GLNG) | 0.0 | $910k | 40k | 22.75 | |
Apa Corporation (APA) | 0.0 | $904k | 26k | 34.90 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $901k | 4.8k | 188.53 | |
Loews Corporation (L) | 0.0 | $889k | 15k | 59.27 | |
Square Inc cl a (SQ) | 0.0 | $887k | 14k | 61.46 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $829k | 25k | 33.89 | |
Icon (ICLR) | 0.0 | $823k | 3.8k | 216.58 | |
Tetra Tech (TTEK) | 0.0 | $756k | 5.5k | 136.63 | |
3M Company (MMM) | 0.0 | $753k | 5.8k | 129.36 | |
MaxLinear (MXL) | 0.0 | $746k | 22k | 33.99 | |
Walgreen Boots Alliance (WBA) | 0.0 | $740k | 20k | 37.89 | |
Boeing Company (BA) | 0.0 | $738k | 5.4k | 136.72 | |
Adaptimmune Therapeutics (ADAP) | 0.0 | $736k | 433k | 1.70 | |
Advanced Micro Devices (AMD) | 0.0 | $730k | 9.5k | 76.46 | |
Ishares Tr sustnble msci (SDG) | 0.0 | $715k | 9.0k | 79.87 | |
Sfl Corp (SFL) | 0.0 | $712k | 75k | 9.49 | |
First Solar (FSLR) | 0.0 | $710k | 10k | 68.10 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $706k | 8.7k | 81.17 | |
Hecla Mining Company (HL) | 0.0 | $677k | 173k | 3.92 | |
Weyerhaeuser Company (WY) | 0.0 | $676k | 20k | 33.14 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $672k | 3.8k | 176.24 | |
Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $662k | 28k | 24.07 | |
Warner Bros. Discovery (WBD) | 0.0 | $661k | 49k | 13.41 | |
Markel Corporation (MKL) | 0.0 | $644k | 498.00 | 1293.17 | |
Republic Services (RSG) | 0.0 | $634k | 4.8k | 130.86 | |
Ballard Pwr Sys (BLDP) | 0.0 | $624k | 99k | 6.30 | |
Vanguard European ETF (VGK) | 0.0 | $613k | 12k | 52.84 | |
FIRST TR EXCH TRD ALPHA FD I unit king alph (FKU) | 0.0 | $609k | 19k | 31.56 | |
L3harris Technologies (LHX) | 0.0 | $600k | 2.5k | 241.55 | |
Fastenal Company (FAST) | 0.0 | $594k | 12k | 49.92 | |
Stanley Black & Decker (SWK) | 0.0 | $590k | 5.6k | 104.93 | |
Cameco Corporation (CCJ) | 0.0 | $582k | 28k | 21.01 | |
Cisco Systems (CSCO) | 0.0 | $581k | 14k | 42.61 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $578k | 14k | 41.74 | |
First Tr Exch Trd Alpha Fd I (FPA) | 0.0 | $572k | 22k | 26.01 | |
Vanguard REIT ETF (VNQ) | 0.0 | $562k | 6.2k | 91.14 | |
MercadoLibre (MELI) | 0.0 | $562k | 882.00 | 637.19 | |
Moderna (MRNA) | 0.0 | $552k | 3.9k | 142.93 | |
PPG Industries (PPG) | 0.0 | $551k | 4.8k | 114.39 | |
AngloGold Ashanti | 0.0 | $543k | 37k | 14.78 | |
Comcast Corporation (CMCSA) | 0.0 | $531k | 14k | 39.26 | |
Ishares Tr esg usd corpt (SUSC) | 0.0 | $514k | 22k | 23.15 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $504k | 13k | 39.38 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $504k | 18k | 27.39 | |
salesforce (CRM) | 0.0 | $495k | 3.0k | 165.00 | |
Hoegh Lng Partners | 0.0 | $494k | 55k | 8.98 | |
First Trust Iv Enhanced Short (FTSM) | 0.0 | $486k | 8.2k | 59.44 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $485k | 15k | 32.87 | |
Willis Towers Watson (WTW) | 0.0 | $469k | 2.4k | 197.47 | |
Hp (HPQ) | 0.0 | $461k | 14k | 32.77 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $461k | 8.2k | 56.22 | |
Texas Instruments Incorporated (TXN) | 0.0 | $454k | 3.0k | 153.64 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $450k | 1.5k | 294.12 | |
Workday Inc cl a (WDAY) | 0.0 | $443k | 3.2k | 139.53 | |
Starwood Property Trust (STWD) | 0.0 | $440k | 21k | 20.88 | |
Canadian Natl Ry (CNI) | 0.0 | $438k | 3.9k | 112.31 | |
Archer Daniels Midland Company (ADM) | 0.0 | $438k | 5.6k | 77.63 | |
American Water Works (AWK) | 0.0 | $431k | 2.9k | 148.62 | |
iShares Russell 1000 Index (IWB) | 0.0 | $429k | 2.1k | 207.85 | |
Unilever (UL) | 0.0 | $429k | 9.4k | 45.83 | |
Diageo (DEO) | 0.0 | $428k | 2.5k | 173.98 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $427k | 3.0k | 143.53 | |
First Tr Exch Trd Alpha Fd I emerg mkt alph (FEM) | 0.0 | $422k | 20k | 21.33 | |
GXO Logistics (GXO) | 0.0 | $422k | 9.7k | 43.30 | |
EOG Resources (EOG) | 0.0 | $421k | 3.8k | 110.50 | |
Centerra Gold (CGAU) | 0.0 | $420k | 62k | 6.77 | |
Kkr & Co (KKR) | 0.0 | $417k | 9.0k | 46.33 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $413k | 1.0k | 413.00 | |
Beyond Meat (BYND) | 0.0 | $405k | 17k | 23.95 | |
American Tower Reit (AMT) | 0.0 | $403k | 1.6k | 255.55 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.0 | $401k | 4.8k | 83.66 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $398k | 1.2k | 326.50 | |
Nio Inc spon ads (NIO) | 0.0 | $395k | 18k | 21.71 | |
Albemarle Corporation (ALB) | 0.0 | $394k | 1.9k | 209.02 | |
Ingersoll Rand (IR) | 0.0 | $393k | 9.4k | 42.03 | |
Kraneshares Tr csi chi internet (KWEB) | 0.0 | $393k | 12k | 32.75 | |
First Tr Exchange-traded Fd cmn (HYLS) | 0.0 | $388k | 9.9k | 39.19 | |
UnitedHealth (UNH) | 0.0 | $387k | 753.00 | 513.94 | |
Mosaic (MOS) | 0.0 | $387k | 8.2k | 47.20 | |
McCormick & Company, Incorporated (MKC.V) | 0.0 | $382k | 4.6k | 83.04 | |
Stryker Corporation (SYK) | 0.0 | $380k | 1.9k | 199.16 | |
SPDR S&P Metals and Mining (XME) | 0.0 | $378k | 8.7k | 43.40 | |
Penumbra (PEN) | 0.0 | $374k | 3.0k | 124.67 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $373k | 2.8k | 131.11 | |
Ares Management Corporation cl a com stk (ARES) | 0.0 | $372k | 6.6k | 56.79 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $356k | 6.0k | 58.85 | |
Halliburton Company (HAL) | 0.0 | $355k | 11k | 31.36 | |
Oracle Corporation (ORCL) | 0.0 | $345k | 4.9k | 69.84 | |
British American Tobac (BTI) | 0.0 | $341k | 7.9k | 42.95 | |
Southwest Airlines (LUV) | 0.0 | $333k | 9.2k | 36.14 | |
CarMax (KMX) | 0.0 | $326k | 3.6k | 90.56 | |
Vaneck Vectors Oil Services Etf ef (OIH) | 0.0 | $319k | 1.4k | 232.85 | |
Airbnb (ABNB) | 0.0 | $310k | 3.5k | 88.98 | |
CVS Caremark Corporation (CVS) | 0.0 | $304k | 3.3k | 92.63 | |
Ishares Tr cmn (STIP) | 0.0 | $303k | 3.0k | 101.37 | |
Global X Fds global x copper (COPX) | 0.0 | $302k | 9.9k | 30.39 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $300k | 2.0k | 150.00 | |
Spotify Technology Sa (SPOT) | 0.0 | $291k | 3.1k | 93.72 | |
J.M. Smucker Company (SJM) | 0.0 | $288k | 2.3k | 128.00 | |
National Grid (NGG) | 0.0 | $287k | 4.4k | 64.71 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $287k | 8.5k | 33.94 | |
Unity Software (U) | 0.0 | $283k | 7.7k | 36.79 | |
Vir Biotechnology (VIR) | 0.0 | $282k | 11k | 25.48 | |
Novo Nordisk A/S (NVO) | 0.0 | $279k | 2.5k | 111.60 | |
Greenhill & Co | 0.0 | $277k | 30k | 9.23 | |
eBay (EBAY) | 0.0 | $274k | 6.6k | 41.61 | |
Chubb (CB) | 0.0 | $273k | 1.4k | 196.26 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $272k | 10k | 27.11 | |
Trade Desk (TTD) | 0.0 | $271k | 6.5k | 41.82 | |
Silk Road Medical Inc Common | 0.0 | $271k | 7.5k | 36.38 | |
Gilead Sciences (GILD) | 0.0 | $270k | 4.4k | 61.80 | |
Target Corporation (TGT) | 0.0 | $267k | 1.9k | 141.27 | |
Triumph (TGI) | 0.0 | $266k | 20k | 13.30 | |
First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.0 | $265k | 5.5k | 48.37 | |
iShares S&P 500 Index (IVV) | 0.0 | $265k | 698.00 | 379.66 | |
Xpeng (XPEV) | 0.0 | $259k | 8.2k | 31.72 | |
Applied Materials (AMAT) | 0.0 | $256k | 2.8k | 91.14 | |
Kraneshares Tr (KRBN) | 0.0 | $247k | 5.0k | 49.20 | |
Global Payments (GPN) | 0.0 | $246k | 2.2k | 110.46 | |
Alpha Metallurgical Resources (AMR) | 0.0 | $245k | 1.9k | 128.95 | |
Teck Resources Ltd cl b (TECK) | 0.0 | $245k | 8.0k | 30.62 | |
Twilio Inc cl a (TWLO) | 0.0 | $241k | 2.9k | 83.74 | |
ResMed (RMD) | 0.0 | $231k | 1.1k | 210.00 | |
Sprott (SII) | 0.0 | $227k | 6.6k | 34.66 | |
Imperial Oil (IMO) | 0.0 | $222k | 4.7k | 47.03 | |
EastGroup Properties (EGP) | 0.0 | $221k | 1.4k | 154.55 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $220k | 785.00 | 280.25 | |
Indexiq Etf Tr hdg mactrk etf | 0.0 | $220k | 8.7k | 25.43 | |
Oceaneering International (OII) | 0.0 | $214k | 20k | 10.70 | |
Tractor Supply Company (TSCO) | 0.0 | $213k | 1.1k | 193.64 | |
Ultragenyx Pharmaceutical (RARE) | 0.0 | $212k | 3.6k | 59.72 | |
Embecta Corporation (EMBC) | 0.0 | $209k | 8.2k | 25.36 | |
Copart (CPRT) | 0.0 | $206k | 1.9k | 108.42 | |
LKQ Corporation (LKQ) | 0.0 | $206k | 4.2k | 49.05 | |
Louisiana-Pacific Corporation (LPX) | 0.0 | $204k | 3.9k | 52.31 | |
Total (TTE) | 0.0 | $203k | 3.9k | 52.55 | |
Ipsidy Incorporated | 0.0 | $202k | 104k | 1.94 | |
Goldmining (GLDG) | 0.0 | $193k | 207k | 0.93 | |
Sprott Physical Gold & S (CEF) | 0.0 | $184k | 11k | 16.85 | |
Cara Therapeutics (CARA) | 0.0 | $183k | 20k | 9.15 | |
Vale (VALE) | 0.0 | $181k | 12k | 14.63 | |
Ssr Mining (SSRM) | 0.0 | $179k | 11k | 16.65 | |
Viatris (VTRS) | 0.0 | $176k | 17k | 10.49 | |
Ford Motor Company (F) | 0.0 | $174k | 16k | 11.12 | |
Yamana Gold | 0.0 | $172k | 37k | 4.65 | |
TAL Education (TAL) | 0.0 | $146k | 30k | 4.87 | |
Pgx etf (PGX) | 0.0 | $136k | 11k | 12.36 | |
Kinross Gold Corp (KGC) | 0.0 | $131k | 37k | 3.54 | |
Harmony Gold Mining (HMY) | 0.0 | $120k | 38k | 3.13 | |
Denison Mines Corp (DNN) | 0.0 | $115k | 117k | 0.98 | |
Ero Copper Corp (ERO) | 0.0 | $112k | 13k | 8.40 | |
Peloton Interactive Inc cl a (PTON) | 0.0 | $109k | 12k | 9.19 | |
The Original Bark Company (BARK) | 0.0 | $102k | 80k | 1.27 | |
Drdgold (DRD) | 0.0 | $99k | 17k | 5.87 | |
First Majestic Silver Corp (AG) | 0.0 | $88k | 12k | 7.21 | |
Alamos Gold Inc New Class A (AGI) | 0.0 | $84k | 12k | 6.99 | |
Transocean (RIG) | 0.0 | $78k | 24k | 3.32 | |
Silvercrest Metals (SILV) | 0.0 | $68k | 11k | 6.10 | |
Perpetua Resources (PPTA) | 0.0 | $61k | 19k | 3.30 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $60k | 14k | 4.29 | |
Oatly Group Ads Rep Ord (OTLY) | 0.0 | $58k | 17k | 3.45 | |
Blackberry (BB) | 0.0 | $54k | 10k | 5.40 | |
B2gold Corp (BTG) | 0.0 | $54k | 16k | 3.40 | |
Mesoblast Ltd- | 0.0 | $54k | 24k | 2.21 | |
Silvercorp Metals (SVM) | 0.0 | $52k | 21k | 2.48 | |
Cemex SAB de CV (CX) | 0.0 | $51k | 13k | 3.90 | |
Braemar Hotels And Resorts (BHR) | 0.0 | $47k | 11k | 4.27 | |
Medicenna Therapeutics Corp. (MDNAF) | 0.0 | $46k | 40k | 1.15 | |
Orla Mining LTD New F (ORLA) | 0.0 | $42k | 15k | 2.75 | |
180 Life Sciences Corp | 0.0 | $42k | 50k | 0.84 | |
Transocean Inc Deb 0.500 1/3 bond | 0.0 | $38k | 40k | 0.95 | |
Adagio Therapeutics (IVVD) | 0.0 | $33k | 10k | 3.30 | |
Cazoo Group | 0.0 | $33k | 46k | 0.73 | |
Almaden Minerals Ltd Npv Cls B (AAUAF) | 0.0 | $13k | 60k | 0.22 | |
Magenta Therapeutics | 0.0 | $12k | 10k | 1.20 |