Rathbones Group as of Sept. 30, 2022
Portfolio Holdings for Rathbones Group
Rathbones Group holds 415 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.9 | $481M | 2.1M | 232.90 | |
Visa (V) | 5.2 | $420M | 2.4M | 177.65 | |
Amazon (AMZN) | 3.5 | $283M | 2.5M | 113.00 | |
Apple (AAPL) | 3.2 | $259M | 1.9M | 138.20 | |
Alphabet Inc Class A cs (GOOGL) | 3.1 | $249M | 2.6M | 95.65 | |
Coca-Cola Company (KO) | 3.0 | $247M | 4.4M | 56.02 | |
Accenture (ACN) | 2.8 | $226M | 879k | 257.30 | |
Berkshire Hathaway (BRK.B) | 2.3 | $183M | 685k | 267.02 | |
Abbott Laboratories (ABT) | 2.1 | $169M | 1.7M | 96.76 | |
Cme (CME) | 2.1 | $167M | 944k | 177.13 | |
Estee Lauder Companies (EL) | 2.0 | $158M | 734k | 215.90 | |
Costco Wholesale Corporation (COST) | 1.8 | $142M | 300k | 472.33 | |
MasterCard Incorporated (MA) | 1.6 | $128M | 451k | 284.34 | |
Johnson & Johnson (JNJ) | 1.5 | $124M | 759k | 163.36 | |
Amphenol Corporation (APH) | 1.5 | $121M | 1.8M | 66.96 | |
Alphabet Inc Class C cs (GOOG) | 1.5 | $120M | 1.3M | 96.15 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $112M | 1.1M | 104.50 | |
Deere & Company (DE) | 1.3 | $109M | 327k | 333.89 | |
Charles Schwab Corporation (SCHW) | 1.3 | $109M | 1.5M | 71.87 | |
Home Depot (HD) | 1.3 | $106M | 383k | 275.94 | |
Intuit (INTU) | 1.3 | $104M | 268k | 387.32 | |
Thermo Fisher Scientific (TMO) | 1.3 | $103M | 202k | 507.19 | |
Dex (DXCM) | 1.3 | $102M | 1.3M | 80.54 | |
Adobe Systems Incorporated (ADBE) | 1.1 | $93M | 338k | 275.20 | |
Waste Connections (WCN) | 1.1 | $91M | 675k | 135.13 | |
S&p Global (SPGI) | 1.1 | $87M | 283k | 305.35 | |
First Republic Bank/san F (FRCB) | 1.1 | $86M | 660k | 130.55 | |
Martin Marietta Materials (MLM) | 1.0 | $81M | 252k | 322.09 | |
NVIDIA Corporation (NVDA) | 1.0 | $79M | 648k | 121.39 | |
Mondelez Int (MDLZ) | 0.9 | $75M | 1.4M | 54.83 | |
J.B. Hunt Transport Services (JBHT) | 0.9 | $72M | 463k | 156.42 | |
Honeywell International (HON) | 0.9 | $72M | 433k | 166.97 | |
TJX Companies (TJX) | 0.9 | $71M | 1.1M | 62.12 | |
Cintas Corporation (CTAS) | 0.9 | $69M | 178k | 388.19 | |
Rollins (ROL) | 0.8 | $68M | 2.0M | 34.68 | |
Broadridge Financial Solutions (BR) | 0.8 | $63M | 435k | 144.32 | |
Liberty Media Corp Series C Li | 0.7 | $61M | 1.0M | 58.50 | |
McDonald's Corporation (MCD) | 0.7 | $60M | 259k | 230.74 | |
CoStar (CSGP) | 0.7 | $58M | 829k | 69.65 | |
Boston Scientific Corporation (BSX) | 0.7 | $56M | 1.5M | 38.73 | |
Bank of America Corporation (BAC) | 0.7 | $54M | 1.8M | 30.20 | |
Sherwin-Williams Company (SHW) | 0.7 | $54M | 264k | 204.75 | |
SVB Financial (SIVBQ) | 0.7 | $54M | 160k | 335.78 | |
IDEXX Laboratories (IDXX) | 0.6 | $52M | 160k | 325.80 | |
Delphi Automotive Inc international (APTV) | 0.6 | $52M | 663k | 78.21 | |
Procter & Gamble Company (PG) | 0.6 | $50M | 399k | 126.25 | |
Equifax (EFX) | 0.6 | $50M | 289k | 171.43 | |
Intuitive Surgical (ISRG) | 0.6 | $48M | 255k | 187.44 | |
Linde | 0.6 | $45M | 165k | 269.59 | |
Schlumberger (SLB) | 0.5 | $43M | 1.2M | 35.90 | |
Pepsi (PEP) | 0.5 | $43M | 262k | 163.26 | |
Verisk Analytics (VRSK) | 0.5 | $42M | 248k | 170.53 | |
Verizon Communications (VZ) | 0.5 | $40M | 1.0M | 37.97 | |
Cadence Design Systems (CDNS) | 0.5 | $39M | 241k | 163.43 | |
Autodesk (ADSK) | 0.5 | $39M | 211k | 186.80 | |
Citigroup (C) | 0.5 | $39M | 927k | 41.67 | |
Lockheed Martin Corporation (LMT) | 0.5 | $37M | 95k | 386.29 | |
Edwards Lifesciences (EW) | 0.4 | $36M | 440k | 82.63 | |
Chevron Corporation (CVX) | 0.4 | $36M | 248k | 143.67 | |
Ansys (ANSS) | 0.4 | $35M | 160k | 221.70 | |
Jack Henry & Associates (JKHY) | 0.4 | $35M | 189k | 182.27 | |
Nike (NKE) | 0.4 | $34M | 413k | 83.12 | |
SPDR Gold Trust (GLD) | 0.4 | $33M | 214k | 154.67 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $33M | 82k | 401.19 | |
Morgan Stanley (MS) | 0.4 | $32M | 402k | 79.01 | |
Wec Energy Group (WEC) | 0.4 | $32M | 355k | 89.43 | |
Discover Financial Services (DFS) | 0.4 | $31M | 343k | 90.92 | |
Fidelity National Information Services (FIS) | 0.4 | $30M | 402k | 75.57 | |
Xylem (XYL) | 0.4 | $30M | 344k | 87.36 | |
Merck & Co (MRK) | 0.4 | $30M | 348k | 86.12 | |
Walt Disney Company (DIS) | 0.4 | $30M | 316k | 94.33 | |
U.S. Bancorp (USB) | 0.4 | $30M | 737k | 40.32 | |
Booking Holdings (BKNG) | 0.4 | $29M | 17k | 1643.18 | |
Exxon Mobil Corporation (XOM) | 0.4 | $29M | 326k | 87.31 | |
Godaddy Inc cl a (GDDY) | 0.3 | $28M | 397k | 70.88 | |
Becton, Dickinson and (BDX) | 0.3 | $27M | 123k | 222.83 | |
Boise Cascade (BCC) | 0.3 | $27M | 456k | 59.46 | |
Palo Alto Networks (PANW) | 0.3 | $27M | 163k | 163.79 | |
Ecolab (ECL) | 0.3 | $26M | 180k | 144.42 | |
Equinix (EQIX) | 0.3 | $26M | 45k | 568.85 | |
Altria (MO) | 0.3 | $26M | 631k | 40.38 | |
Cooper Companies | 0.3 | $25M | 96k | 263.90 | |
Otis Worldwide Corp (OTIS) | 0.3 | $25M | 387k | 63.80 | |
Dollar General (DG) | 0.3 | $24M | 99k | 239.87 | |
Paypal Holdings (PYPL) | 0.3 | $23M | 270k | 86.07 | |
Taiwan Semiconductor Mfg (TSM) | 0.3 | $23M | 337k | 68.56 | |
Activision Blizzard | 0.3 | $23M | 308k | 74.34 | |
Pfizer (PFE) | 0.3 | $22M | 501k | 43.76 | |
Caterpillar (CAT) | 0.3 | $22M | 132k | 164.08 | |
Amgen (AMGN) | 0.3 | $21M | 94k | 225.40 | |
Eli Lilly & Co. (LLY) | 0.3 | $21M | 64k | 323.35 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $20M | 118k | 171.22 | |
Zebra Technologies (ZBRA) | 0.2 | $19M | 73k | 262.01 | |
Trex Company (TREX) | 0.2 | $19M | 433k | 43.94 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $19M | 53k | 357.17 | |
Yum China Holdings (YUMC) | 0.2 | $19M | 395k | 47.33 | |
Facebook Inc cl a (META) | 0.2 | $18M | 134k | 135.68 | |
Nextera Energy (NEE) | 0.2 | $18M | 232k | 78.41 | |
Shopify Inc cl a (SHOP) | 0.2 | $18M | 667k | 26.94 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $18M | 118k | 148.29 | |
Qualcomm (QCOM) | 0.2 | $17M | 148k | 112.98 | |
Advanced Drain Sys Inc Del (WMS) | 0.2 | $16M | 129k | 124.37 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $16M | 570k | 27.33 | |
Colgate-Palmolive Company (CL) | 0.2 | $15M | 218k | 70.25 | |
Marsh & McLennan Companies (MMC) | 0.2 | $15M | 102k | 149.29 | |
FMC Corporation (FMC) | 0.2 | $15M | 142k | 105.70 | |
Tesla Motors (TSLA) | 0.2 | $14M | 54k | 265.25 | |
Steris Plc Ord equities (STE) | 0.2 | $14M | 87k | 166.28 | |
Rbc Cad (RY) | 0.2 | $14M | 157k | 90.51 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $14M | 43k | 328.29 | |
Abbvie (ABBV) | 0.2 | $14M | 101k | 134.21 | |
Raytheon Technologies Corp (RTX) | 0.2 | $13M | 160k | 81.86 | |
Hannon Armstrong (HASI) | 0.2 | $12M | 415k | 29.93 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.2 | $12M | 140k | 87.15 | |
Michael Kors Holdings Ord (CPRI) | 0.1 | $12M | 311k | 38.44 | |
SYSCO Corporation (SYY) | 0.1 | $12M | 163k | 70.71 | |
Align Technology (ALGN) | 0.1 | $11M | 53k | 207.11 | |
Generac Holdings (GNRC) | 0.1 | $11M | 60k | 178.13 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $10M | 112k | 92.35 | |
Union Pacific Corporation (UNP) | 0.1 | $9.0M | 46k | 194.81 | |
Immunocore Holdings Plc- (IMCR) | 0.1 | $8.9M | 190k | 46.94 | |
Marvell Technology (MRVL) | 0.1 | $8.9M | 206k | 42.91 | |
Trane Technologies (TT) | 0.1 | $8.6M | 59k | 144.81 | |
General Electric (GE) | 0.1 | $8.5M | 137k | 61.91 | |
Brookfield Asset Management | 0.1 | $8.4M | 203k | 41.13 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $8.2M | 78k | 104.91 | |
Elements Rogers Agri Tot Ret etf | 0.1 | $7.9M | 868k | 9.10 | |
Vanguard Pacific ETF (VPL) | 0.1 | $7.7M | 133k | 57.44 | |
Sentinelone (S) | 0.1 | $7.4M | 289k | 25.56 | |
Electronic Arts (EA) | 0.1 | $7.3M | 64k | 115.71 | |
Ishares Msci Japan (EWJ) | 0.1 | $7.1M | 145k | 48.85 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $7.0M | 94k | 74.82 | |
Brown-Forman Corporation (BF.B) | 0.1 | $7.0M | 105k | 66.57 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $7.0M | 192k | 36.49 | |
Netflix (NFLX) | 0.1 | $6.9M | 29k | 235.43 | |
Take-Two Interactive Software (TTWO) | 0.1 | $6.7M | 61k | 108.99 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $6.5M | 132k | 49.22 | |
Bk Nova Cad (BNS) | 0.1 | $6.4M | 134k | 47.81 | |
Novartis (NVS) | 0.1 | $6.2M | 82k | 76.01 | |
Vanguard Total World Stock Idx (VT) | 0.1 | $5.9M | 75k | 78.88 | |
Ishares Msci United Kingdom Index etf (EWU) | 0.1 | $5.7M | 218k | 26.21 | |
Guardant Health (GH) | 0.1 | $5.7M | 106k | 53.83 | |
Axon Enterprise (AXON) | 0.1 | $5.6M | 48k | 115.74 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $4.9M | 46k | 107.21 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $4.9M | 69k | 71.33 | |
Cibc Cad (CM) | 0.1 | $4.9M | 111k | 44.00 | |
General Mills (GIS) | 0.1 | $4.7M | 62k | 76.60 | |
iShares S&P Global Technology Sect. (IXN) | 0.1 | $4.7M | 111k | 42.18 | |
Canadian Pacific Railway | 0.1 | $4.6M | 68k | 66.97 | |
BlackRock (BLK) | 0.1 | $4.5M | 8.1k | 550.29 | |
Emerson Electric (EMR) | 0.1 | $4.3M | 59k | 73.23 | |
Barrick Gold Corp (GOLD) | 0.1 | $4.3M | 277k | 15.54 | |
Eaton (ETN) | 0.1 | $4.3M | 32k | 133.37 | |
Alibaba Group Holding (BABA) | 0.1 | $4.2M | 52k | 80.00 | |
Starbucks Corporation (SBUX) | 0.1 | $4.1M | 49k | 84.26 | |
Northern Trust Corporation (NTRS) | 0.0 | $3.7M | 43k | 85.55 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $3.7M | 105k | 34.88 | |
Trupanion (TRUP) | 0.0 | $3.6M | 60k | 59.43 | |
Intel Corporation (INTC) | 0.0 | $3.5M | 138k | 25.77 | |
Zimmer Holdings (ZBH) | 0.0 | $3.5M | 34k | 104.55 | |
Thomson Reuters Corp | 0.0 | $3.5M | 34k | 103.21 | |
Evoqua Water Technologies Corp | 0.0 | $3.5M | 105k | 33.07 | |
Badger Meter (BMI) | 0.0 | $3.4M | 37k | 92.40 | |
Philip Morris International (PM) | 0.0 | $3.3M | 40k | 83.00 | |
Berkshire Hathaway (BRK.A) | 0.0 | $3.3M | 8.00 | 406500.00 | |
Microchip Technology (MCHP) | 0.0 | $3.2M | 53k | 61.02 | |
Squarespace (SQSP) | 0.0 | $3.2M | 149k | 21.36 | |
At&t (T) | 0.0 | $3.1M | 202k | 15.34 | |
Cohen & Steers infrastucture Fund (UTF) | 0.0 | $3.0M | 131k | 23.24 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $3.0M | 79k | 37.52 | |
Invesco International Corporat etf (PICB) | 0.0 | $3.0M | 154k | 19.22 | |
Kellogg Company (K) | 0.0 | $2.9M | 42k | 69.65 | |
Ball Corporation (BALL) | 0.0 | $2.9M | 60k | 48.31 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $2.9M | 59k | 49.28 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $2.8M | 32k | 88.12 | |
Carlisle Companies (CSL) | 0.0 | $2.8M | 10k | 280.40 | |
Spdr Series Trust equity (IBND) | 0.0 | $2.8M | 112k | 25.09 | |
Crown Holdings (CCK) | 0.0 | $2.8M | 35k | 81.04 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $2.7M | 36k | 75.69 | |
Littelfuse (LFUS) | 0.0 | $2.7M | 14k | 198.72 | |
Tor Dom Bk Cad (TD) | 0.0 | $2.7M | 43k | 61.65 | |
iShares Russell 2000 Index (IWM) | 0.0 | $2.6M | 16k | 164.92 | |
International Business Machines (IBM) | 0.0 | $2.6M | 22k | 118.81 | |
Sociedad Quimica y Minera (SQM) | 0.0 | $2.6M | 29k | 90.74 | |
Trimble Navigation (TRMB) | 0.0 | $2.6M | 48k | 54.28 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.0 | $2.6M | 54k | 47.77 | |
Owens Corning (OC) | 0.0 | $2.6M | 32k | 78.61 | |
Newmont Mining Corporation (NEM) | 0.0 | $2.5M | 61k | 42.04 | |
Maxcyte (MXCT) | 0.0 | $2.5M | 387k | 6.47 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $2.5M | 22k | 112.53 | |
Bce (BCE) | 0.0 | $2.5M | 58k | 42.15 | |
Dover Corporation (DOV) | 0.0 | $2.4M | 21k | 116.58 | |
Medtronic (MDT) | 0.0 | $2.4M | 29k | 80.74 | |
Nutrien (NTR) | 0.0 | $2.3M | 28k | 83.41 | |
Yum! Brands (YUM) | 0.0 | $2.2M | 20k | 106.36 | |
Illumina (ILMN) | 0.0 | $2.1M | 11k | 190.77 | |
ConocoPhillips (COP) | 0.0 | $2.1M | 21k | 102.34 | |
Bio-techne Corporation (TECH) | 0.0 | $2.1M | 7.4k | 284.01 | |
Goldman Sachs (GS) | 0.0 | $2.1M | 7.1k | 293.11 | |
Uber Technologies (UBER) | 0.0 | $2.1M | 78k | 26.51 | |
Agnico (AEM) | 0.0 | $2.0M | 48k | 42.42 | |
Corning Incorporated (GLW) | 0.0 | $2.0M | 68k | 29.02 | |
Live Nation Entertainment (LYV) | 0.0 | $1.9M | 25k | 76.06 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.9M | 27k | 71.11 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.8M | 22k | 83.70 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $1.8M | 85k | 20.97 | |
Moody's Corporation (MCO) | 0.0 | $1.7M | 7.1k | 243.14 | |
Kraft Heinz (KHC) | 0.0 | $1.6M | 49k | 33.34 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $1.6M | 22k | 74.29 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $1.6M | 27k | 59.50 | |
American Express Company (AXP) | 0.0 | $1.5M | 12k | 134.89 | |
Texas Pacific Land Corp (TPL) | 0.0 | $1.5M | 870.00 | 1777.01 | |
Beyond Meat | 0.0 | $1.5M | 5.0M | 0.30 | |
Keurig Dr Pepper (KDP) | 0.0 | $1.5M | 42k | 35.81 | |
Ametek (AME) | 0.0 | $1.5M | 13k | 113.40 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $1.5M | 6.8k | 219.31 | |
Clorox Company (CLX) | 0.0 | $1.5M | 12k | 128.36 | |
Jackson Financial Inc Com Cl A (JXN) | 0.0 | $1.5M | 53k | 27.75 | |
Waste Management (WM) | 0.0 | $1.5M | 9.1k | 160.24 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.4M | 18k | 78.45 | |
Manulife Finl Corp (MFC) | 0.0 | $1.4M | 88k | 15.78 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $1.4M | 19k | 71.26 | |
First Trust Cloud Computing Et (SKYY) | 0.0 | $1.4M | 23k | 60.42 | |
Palantir Technologies (PLTR) | 0.0 | $1.4M | 169k | 8.13 | |
iShares S&P World Ex-US Prop Index (WPS) | 0.0 | $1.3M | 54k | 24.82 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $1.3M | 112k | 11.98 | |
Abiomed | 0.0 | $1.3M | 5.4k | 245.74 | |
Endava Plc ads (DAVA) | 0.0 | $1.3M | 16k | 80.65 | |
Pulte (PHM) | 0.0 | $1.3M | 35k | 37.49 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $1.3M | 20k | 66.62 | |
WisdomTree Japan Total Dividend (DXJ) | 0.0 | $1.2M | 20k | 61.66 | |
Vontier Corporation (VNT) | 0.0 | $1.2M | 72k | 16.70 | |
iShares MSCI EMU Index (EZU) | 0.0 | $1.2M | 37k | 31.97 | |
Ishares Inc ctr wld minvl (ACWV) | 0.0 | $1.1M | 13k | 88.53 | |
A. O. Smith Corporation (AOS) | 0.0 | $1.1M | 23k | 48.60 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $1.1M | 14k | 75.93 | |
First Solar (FSLR) | 0.0 | $1.1M | 8.0k | 132.24 | |
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.0 | $1.0M | 27k | 38.50 | |
Wal-Mart Stores (WMT) | 0.0 | $1.0M | 8.0k | 129.74 | |
First Tr Exch Trd Alpha Fd I euro alphadex (FEUZ) | 0.0 | $1.0M | 36k | 29.02 | |
iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $1.0M | 54k | 19.08 | |
Parker-Hannifin Corporation (PH) | 0.0 | $1.0M | 4.2k | 242.41 | |
Golar Lng (GLNG) | 0.0 | $997k | 40k | 24.93 | |
First Trust NASDAQ Clean Edge (GRID) | 0.0 | $994k | 13k | 75.24 | |
Republic Services (RSG) | 0.0 | $978k | 7.2k | 136.08 | |
Limoneira Company (LMNR) | 0.0 | $967k | 73k | 13.18 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $926k | 140k | 6.62 | |
Vanguard Health Care ETF (VHT) | 0.0 | $923k | 4.1k | 223.81 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $918k | 28k | 33.32 | |
First Tr Exch Trd Alpha Fd I (FJP) | 0.0 | $899k | 24k | 37.75 | |
Apa Corporation (APA) | 0.0 | $886k | 26k | 34.21 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $831k | 17k | 49.76 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $816k | 4.5k | 179.38 | |
Cameco Corporation (CCJ) | 0.0 | $807k | 30k | 26.53 | |
Loews Corporation (L) | 0.0 | $748k | 15k | 49.87 | |
MercadoLibre (MELI) | 0.0 | $730k | 882.00 | 827.66 | |
Canadian Natl Ry (CNI) | 0.0 | $717k | 6.6k | 108.64 | |
FIRST TR EXCH TRD ALPHA FD I unit king alph (FKU) | 0.0 | $714k | 27k | 26.79 | |
MaxLinear (MXL) | 0.0 | $711k | 22k | 32.61 | |
Icon (ICLR) | 0.0 | $698k | 3.8k | 183.68 | |
Sfl Corp (SFL) | 0.0 | $683k | 75k | 9.11 | |
Hecla Mining Company (HL) | 0.0 | $681k | 173k | 3.94 | |
Square Inc cl a (SQ) | 0.0 | $667k | 12k | 54.98 | |
AngloGold Ashanti | 0.0 | $657k | 48k | 13.81 | |
Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $646k | 28k | 23.49 | |
Boeing Company (BA) | 0.0 | $641k | 5.3k | 120.99 | |
Crown Castle Intl (CCI) | 0.0 | $629k | 4.4k | 144.46 | |
Ishares Tr cmn (STIP) | 0.0 | $603k | 6.3k | 96.05 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $600k | 3.5k | 170.79 | |
Ishares Tr sustnble msci (SDG) | 0.0 | $597k | 8.4k | 70.91 | |
Weyerhaeuser Company (WY) | 0.0 | $583k | 20k | 28.58 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $575k | 15k | 38.55 | |
Fastenal Company (FAST) | 0.0 | $571k | 12k | 46.04 | |
Penumbra (PEN) | 0.0 | $569k | 3.0k | 189.67 | |
Vanguard Financials ETF (VFH) | 0.0 | $568k | 7.6k | 74.43 | |
3M Company (MMM) | 0.0 | $565k | 5.1k | 110.55 | |
First Trust Iv Enhanced Short (FTSM) | 0.0 | $562k | 9.5k | 59.31 | |
Cisco Systems (CSCO) | 0.0 | $556k | 14k | 39.99 | |
Markel Corporation (MKL) | 0.0 | $540k | 498.00 | 1084.34 | |
PPG Industries (PPG) | 0.0 | $533k | 4.8k | 110.65 | |
Ballard Pwr Sys (BLDP) | 0.0 | $522k | 85k | 6.13 | |
L3harris Technologies (LHX) | 0.0 | $516k | 2.5k | 207.73 | |
Albemarle Corporation (ALB) | 0.0 | $505k | 1.9k | 264.26 | |
Air Products & Chemicals (APD) | 0.0 | $493k | 2.1k | 232.55 | |
Stanley Black & Decker (SWK) | 0.0 | $490k | 6.5k | 75.20 | |
Walgreen Boots Alliance (WBA) | 0.0 | $488k | 16k | 31.42 | |
Ishares Tr esg usd corpt (SUSC) | 0.0 | $484k | 22k | 21.80 | |
Workday Inc cl a (WDAY) | 0.0 | $483k | 3.2k | 152.13 | |
Vanguard REIT ETF (VNQ) | 0.0 | $467k | 5.8k | 80.16 | |
Adaptimmune Therapeutics (ADAP) | 0.0 | $465k | 433k | 1.07 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $459k | 15k | 31.64 | |
First Tr Exch Trd Alpha Fd I (FPA) | 0.0 | $458k | 20k | 22.55 | |
Archer Daniels Midland Company (ADM) | 0.0 | $454k | 5.6k | 80.47 | |
Pack (PACK) | 0.0 | $450k | 132k | 3.42 | |
Willis Towers Watson (WTW) | 0.0 | $448k | 2.2k | 200.90 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $445k | 8.2k | 54.27 | |
Moderna (MRNA) | 0.0 | $445k | 3.8k | 118.29 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $444k | 18k | 24.13 | |
UnitedHealth (UNH) | 0.0 | $426k | 843.00 | 505.34 | |
First Tr Exchange-traded Fd cmn (HYLS) | 0.0 | $425k | 11k | 38.29 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $423k | 1.5k | 276.47 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $416k | 13k | 32.50 | |
iShares Russell 1000 Index (IWB) | 0.0 | $413k | 2.1k | 197.14 | |
Tetra Tech (TTEK) | 0.0 | $406k | 3.2k | 128.48 | |
Ares Management Corporation cl a com stk (ARES) | 0.0 | $406k | 6.6k | 61.98 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $402k | 3.0k | 135.13 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $402k | 1.0k | 402.00 | |
Mosaic (MOS) | 0.0 | $396k | 8.2k | 48.29 | |
Texas Instruments Incorporated (TXN) | 0.0 | $395k | 2.6k | 154.90 | |
American Tower Reit (AMT) | 0.0 | $394k | 1.8k | 214.83 | |
Vanguard European ETF (VGK) | 0.0 | $391k | 8.5k | 46.18 | |
EOG Resources (EOG) | 0.0 | $391k | 3.5k | 111.71 | |
Kkr & Co (KKR) | 0.0 | $387k | 9.0k | 43.00 | |
salesforce (CRM) | 0.0 | $385k | 2.7k | 143.66 | |
Starwood Property Trust (STWD) | 0.0 | $384k | 21k | 18.23 | |
Comcast Corporation (CMCSA) | 0.0 | $384k | 13k | 29.30 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $384k | 6.2k | 61.45 | |
SPDR S&P Metals and Mining (XME) | 0.0 | $379k | 8.9k | 42.48 | |
Trade Desk (TTD) | 0.0 | $372k | 6.2k | 59.76 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $362k | 2.8k | 127.24 | |
Ingersoll Rand (IR) | 0.0 | $359k | 8.3k | 43.29 | |
Airbnb (ABNB) | 0.0 | $357k | 3.4k | 105.09 | |
Warner Bros. Discovery (WBD) | 0.0 | $355k | 31k | 11.49 | |
First Tr Exch Trd Alpha Fd I emerg mkt alph (FEM) | 0.0 | $351k | 19k | 18.49 | |
Hp (HPQ) | 0.0 | $347k | 14k | 24.90 | |
GXO Logistics (GXO) | 0.0 | $342k | 9.7k | 35.09 | |
McCormick & Company, Incorporated (MKC.V) | 0.0 | $337k | 4.6k | 73.26 | |
First Trust Mid Cap Core Alpha Fnd (FNX) | 0.0 | $335k | 4.2k | 80.20 | |
Silk Road Medical Inc Common | 0.0 | $335k | 7.5k | 44.97 | |
Southwest Airlines (LUV) | 0.0 | $335k | 11k | 30.83 | |
Advanced Micro Devices (AMD) | 0.0 | $326k | 5.1k | 63.35 | |
Teck Resources Ltd cl b (TECK) | 0.0 | $321k | 11k | 30.43 | |
Unilever (UL) | 0.0 | $318k | 7.3k | 43.80 | |
Oracle Corporation (ORCL) | 0.0 | $311k | 5.1k | 60.98 | |
J.M. Smucker Company (SJM) | 0.0 | $309k | 2.3k | 137.33 | |
Stryker Corporation (SYK) | 0.0 | $306k | 1.5k | 202.65 | |
Ipsidy Incorporated | 0.0 | $301k | 104k | 2.89 | |
CVS Caremark Corporation (CVS) | 0.0 | $291k | 3.1k | 95.35 | |
Vaneck Vectors Oil Services Etf ef (OIH) | 0.0 | $289k | 1.4k | 210.95 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $287k | 2.0k | 143.50 | |
First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.0 | $287k | 6.1k | 47.42 | |
Global X Fds global x copper (COPX) | 0.0 | $280k | 9.9k | 28.21 | |
American Water Works (AWK) | 0.0 | $280k | 2.2k | 130.23 | |
Target Corporation (TGT) | 0.0 | $280k | 1.9k | 148.15 | |
Halliburton Company (HAL) | 0.0 | $279k | 11k | 24.64 | |
Centerra Gold (CGAU) | 0.0 | $274k | 62k | 4.42 | |
Match Group (MTCH) | 0.0 | $272k | 5.7k | 47.72 | |
Broadcom (AVGO) | 0.0 | $271k | 610.00 | 444.26 | |
Alpha Metallurgical Resources (AMR) | 0.0 | $260k | 1.9k | 136.84 | |
Chubb (CB) | 0.0 | $253k | 1.4k | 181.88 | |
iShares S&P 500 Index (IVV) | 0.0 | $250k | 698.00 | 358.17 | |
Novo Nordisk A/S (NVO) | 0.0 | $249k | 2.5k | 99.60 | |
Kraneshares Tr csi chi internet (KWEB) | 0.0 | $246k | 10k | 24.60 | |
Unity Software (U) | 0.0 | $241k | 7.6k | 31.91 | |
4068594 Enphase Energy (ENPH) | 0.0 | $241k | 868.00 | 277.65 | |
ResMed (RMD) | 0.0 | $240k | 1.1k | 218.18 | |
Applied Materials (AMAT) | 0.0 | $240k | 2.9k | 81.97 | |
Invesco (IVZ) | 0.0 | $240k | 18k | 13.68 | |
CarMax (KMX) | 0.0 | $238k | 3.6k | 66.11 | |
Nio Inc spon ads (NIO) | 0.0 | $237k | 15k | 15.78 | |
Indexiq Etf Tr hdg mactrk etf | 0.0 | $234k | 9.5k | 24.51 | |
eBay (EBAY) | 0.0 | $233k | 6.3k | 36.78 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $230k | 748.00 | 307.49 | |
Coinbase Global (COIN) | 0.0 | $224k | 3.5k | 64.44 | |
Sprott (SII) | 0.0 | $221k | 6.6k | 33.74 | |
Global Payments (GPN) | 0.0 | $217k | 2.0k | 107.85 | |
Vir Biotechnology (VIR) | 0.0 | $213k | 11k | 19.25 | |
Automatic Data Processing (ADP) | 0.0 | $211k | 935.00 | 225.67 | |
Skechers USA (SKX) | 0.0 | $209k | 6.6k | 31.69 | |
EastGroup Properties (EGP) | 0.0 | $206k | 1.4k | 144.06 | |
Pinterest Inc Cl A (PINS) | 0.0 | $205k | 8.8k | 23.30 | |
Tractor Supply Company (TSCO) | 0.0 | $204k | 1.1k | 185.45 | |
Sun Life Financial (SLF) | 0.0 | $204k | 5.1k | 39.96 | |
Spotify Technology Sa (SPOT) | 0.0 | $203k | 2.4k | 86.09 | |
Copart (CPRT) | 0.0 | $202k | 1.9k | 106.32 | |
Cara Therapeutics (CARA) | 0.0 | $187k | 20k | 9.35 | |
Greenhill & Co | 0.0 | $178k | 30k | 5.93 | |
Ford Motor Company (F) | 0.0 | $175k | 16k | 11.18 | |
Triumph (TGI) | 0.0 | $172k | 20k | 8.60 | |
Yamana Gold | 0.0 | $172k | 38k | 4.53 | |
Vale (VALE) | 0.0 | $165k | 12k | 13.33 | |
Ssr Mining (SSRM) | 0.0 | $159k | 11k | 14.79 | |
Oceaneering International (OII) | 0.0 | $159k | 20k | 7.95 | |
Ero Copper Corp (ERO) | 0.0 | $148k | 13k | 11.10 | |
TAL Education (TAL) | 0.0 | $148k | 30k | 4.93 | |
The Original Bark Company (BARK) | 0.0 | $146k | 80k | 1.82 | |
Viatris (VTRS) | 0.0 | $142k | 17k | 8.50 | |
Kinross Gold Corp (KGC) | 0.0 | $140k | 37k | 3.78 | |
Denison Mines Corp (DNN) | 0.0 | $137k | 117k | 1.17 | |
Pgx etf (PGX) | 0.0 | $131k | 11k | 11.91 | |
Goldmining (GLDG) | 0.0 | $129k | 152k | 0.85 | |
Peloton Interactive Inc cl a (PTON) | 0.0 | $116k | 17k | 6.90 | |
Sibanye Stillwater (SBSW) | 0.0 | $109k | 12k | 9.29 | |
First Majestic Silver Corp (AG) | 0.0 | $99k | 13k | 7.62 | |
Drdgold (DRD) | 0.0 | $92k | 17k | 5.45 | |
Alamos Gold Inc New Class A (AGI) | 0.0 | $89k | 12k | 7.41 | |
Medicenna Therapeutics Corp. (MDNAF) | 0.0 | $87k | 106k | 0.82 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $72k | 14k | 5.14 | |
Silvercrest Metals (SILV) | 0.0 | $62k | 11k | 5.56 | |
Mesoblast Ltd- | 0.0 | $62k | 24k | 2.54 | |
Harmony Gold Mining (HMY) | 0.0 | $61k | 25k | 2.43 | |
Transocean (RIG) | 0.0 | $58k | 24k | 2.47 | |
B2gold Corp (BTG) | 0.0 | $51k | 16k | 3.21 | |
Orla Mining LTD New F (ORLA) | 0.0 | $50k | 15k | 3.28 | |
Silvercorp Metals (SVM) | 0.0 | $49k | 21k | 2.33 | |
Blackberry (BB) | 0.0 | $47k | 10k | 4.70 | |
Braemar Hotels And Resorts (BHR) | 0.0 | $47k | 11k | 4.27 | |
Cemex SAB de CV (CX) | 0.0 | $45k | 13k | 3.44 | |
Transocean Inc Deb 0.500 1/3 bond | 0.0 | $40k | 40k | 1.00 | |
Perpetua Resources (PPTA) | 0.0 | $37k | 19k | 2.00 | |
180 Life Sciences Corp | 0.0 | $33k | 50k | 0.66 | |
Adagio Therapeutics (IVVD) | 0.0 | $31k | 10k | 3.10 | |
Oatly Group Ads Rep Ord (OTLY) | 0.0 | $30k | 11k | 2.65 | |
Magenta Therapeutics | 0.0 | $14k | 10k | 1.40 | |
Almaden Minerals Ltd Npv Cls B (AAUAF) | 0.0 | $13k | 60k | 0.22 |