|
J P Morgan Exchange Traded Exchange Traded Fund
(HELO)
|
4.7 |
$7.2M |
|
117k |
61.14 |
|
Ishares S&p 500 Growth Etf Exchange Traded Fund
(IVW)
|
2.8 |
$4.3M |
|
45k |
95.75 |
|
Microsoft Corp Common Stock
(MSFT)
|
2.6 |
$4.0M |
|
9.2k |
430.30 |
|
Ishares S&p 500 Value Etf Exchange Traded Fund
(IVE)
|
2.5 |
$3.8M |
|
19k |
197.17 |
|
Etf Ser Solutions Exchange Traded Fund
(ACIO)
|
2.3 |
$3.6M |
|
89k |
39.74 |
|
Unitedhealth Group Common Stock
(UNH)
|
2.3 |
$3.4M |
|
5.9k |
584.68 |
|
Apple Common Stock
(AAPL)
|
2.1 |
$3.2M |
|
14k |
233.00 |
|
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund
(VTI)
|
2.0 |
$3.1M |
|
11k |
283.16 |
|
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund
(IEFA)
|
1.8 |
$2.7M |
|
34k |
78.05 |
|
Invesco Exchange-traded Fd Tr Exchange Traded Fund
(RSP)
|
1.6 |
$2.5M |
|
14k |
179.16 |
|
Ishares Trust Ishares 5-10 Year Fixed Income ETF
(IGIB)
|
1.6 |
$2.4M |
|
46k |
53.72 |
|
Ishares Russell 3000 Etf Exchange Traded Fund
(IWV)
|
1.6 |
$2.4M |
|
7.3k |
326.73 |
|
Ishares Mbs Etf Fixed Income ETF
(MBB)
|
1.5 |
$2.4M |
|
25k |
95.81 |
|
Ishares Core S&p 500 Etf Exchange Traded Fund
(IVV)
|
1.5 |
$2.3M |
|
4.0k |
576.82 |
|
Etf Ser Solutions Exchange Traded Fund
(IDUB)
|
1.2 |
$1.9M |
|
87k |
21.79 |
|
Salesforce Common Stock
(CRM)
|
1.2 |
$1.8M |
|
6.7k |
273.71 |
|
Etf Ser Solutions Exchange Traded Fund
(DRSK)
|
1.2 |
$1.8M |
|
64k |
28.30 |
|
Etf Ser Solutions Exchange Traded Fund
(OSCV)
|
1.2 |
$1.8M |
|
48k |
37.45 |
|
Schwab Strategic Tr Exchange Traded Fund
(SCHG)
|
1.1 |
$1.7M |
|
16k |
104.18 |
|
Ishares S&p Mid-cap 400 Growth Etf Exchange Traded Fund
(IJK)
|
1.1 |
$1.7M |
|
18k |
91.93 |
|
Ishares S&p Mid-cap 400 Value Etf Exchange Traded Fund
(IJJ)
|
1.0 |
$1.6M |
|
13k |
123.62 |
|
Ishares Russell 1000 Growth Etf Exchange Traded Fund
(IWF)
|
1.0 |
$1.6M |
|
4.2k |
375.38 |
|
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund
(USMV)
|
1.0 |
$1.6M |
|
17k |
91.31 |
|
Amazon.com Common Stock
(AMZN)
|
1.0 |
$1.5M |
|
8.2k |
186.33 |
|
Alphabet Inc Cap Stk Cl A Common Stock
(GOOGL)
|
1.0 |
$1.5M |
|
9.2k |
165.85 |
|
Walmart Common Stock
(WMT)
|
1.0 |
$1.5M |
|
19k |
80.75 |
|
Dimensional Etf Trust Exchange Traded Fund
(DFAT)
|
1.0 |
$1.5M |
|
26k |
55.63 |
|
Ishares Russell Mid-cap Value Etf Exchange Traded Fund
(IWS)
|
0.9 |
$1.4M |
|
11k |
132.25 |
|
Ishares Russell Mid-cap Growth Etf Exchange Traded Fund
(IWP)
|
0.9 |
$1.4M |
|
12k |
117.29 |
|
Abbvie Common Stock
(ABBV)
|
0.9 |
$1.4M |
|
7.1k |
197.48 |
|
Ishares Inc Core Msci Emkt Exchange Traded Fund
(IEMG)
|
0.9 |
$1.3M |
|
23k |
57.41 |
|
Etf Ser Solutions Exchange Traded Fund
(DUBS)
|
0.9 |
$1.3M |
|
42k |
31.68 |
|
Broadcom Common Stock
(AVGO)
|
0.9 |
$1.3M |
|
7.6k |
172.50 |
|
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund
(IJT)
|
0.8 |
$1.3M |
|
9.2k |
139.49 |
|
Lilly Eli & Co Common Stock
(LLY)
|
0.8 |
$1.2M |
|
1.4k |
885.94 |
|
Nuveen Municipal Credit Fixed Income ETF
(NZF)
|
0.8 |
$1.2M |
|
92k |
13.10 |
|
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund
(IJS)
|
0.8 |
$1.2M |
|
11k |
107.66 |
|
Eaton Corp Common Stock
(ETN)
|
0.8 |
$1.2M |
|
3.6k |
331.44 |
|
Ishares Russell 2000 Value Etf Exchange Traded Fund
(IWN)
|
0.8 |
$1.2M |
|
7.1k |
166.82 |
|
Ishares Russell 2000 Growth Etf Exchange Traded Fund
(IWO)
|
0.8 |
$1.2M |
|
4.1k |
284.00 |
|
Exxon Mobil Corp Common Stock
(XOM)
|
0.8 |
$1.2M |
|
9.9k |
117.22 |
|
Jpmorgan Chase & Co Common Stock
(JPM)
|
0.8 |
$1.1M |
|
5.4k |
210.86 |
|
Ishares Core S&p Small-cap Etf Exchange Traded Fund
(IJR)
|
0.7 |
$1.1M |
|
9.7k |
116.96 |
|
Etf Ser Solutions Exchange Traded Fund
(ADME)
|
0.7 |
$1.1M |
|
24k |
46.20 |
|
Ishares National Muni Bond Etf Fixed Income ETF
(MUB)
|
0.7 |
$1.1M |
|
10k |
108.63 |
|
Ishares Intermediate Fixed Income ETF
(GVI)
|
0.7 |
$1.1M |
|
10k |
107.10 |
|
T Mobile Us Common Stock
(TMUS)
|
0.7 |
$1.0M |
|
5.0k |
206.36 |
|
Vanguard Ftse Developed Markets Etf Exchange Traded Fund
(VEA)
|
0.7 |
$1.0M |
|
19k |
52.81 |
|
Nextera Energy Common Stock
(NEE)
|
0.7 |
$1.0M |
|
12k |
84.53 |
|
Visa Inc Com Cl A Common Stock
(V)
|
0.7 |
$1.0M |
|
3.6k |
274.95 |
|
Thermo Fisher Corp Common Stock
(TMO)
|
0.7 |
$989k |
|
1.6k |
618.57 |
|
Dimensional Etf Trust Exchange Traded Fund
(DFAC)
|
0.6 |
$988k |
|
29k |
34.29 |
|
Prologis Common Stock
(PLD)
|
0.6 |
$974k |
|
7.7k |
126.28 |
|
Ishares Iboxx $ Investment Fixed Income ETF
(LQD)
|
0.6 |
$947k |
|
8.4k |
112.98 |
|
Nvidia Corp Common Stock
(NVDA)
|
0.6 |
$934k |
|
7.7k |
121.44 |
|
Ishares Tips Bond Etf Fixed Income ETF
(TIP)
|
0.6 |
$932k |
|
8.4k |
110.47 |
|
Mastercard Inc Cl A Common Stock
(MA)
|
0.6 |
$931k |
|
1.9k |
493.80 |
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.6 |
$918k |
|
1.6k |
584.56 |
|
Ishares Agency Bond Etf Fixed Income ETF
(AGZ)
|
0.6 |
$908k |
|
8.2k |
110.40 |
|
Meta Platform Common Stock
(META)
|
0.6 |
$898k |
|
1.6k |
572.44 |
|
Dimensional Etf Tr Us Marketwide Exchange Traded Fund
(DFUV)
|
0.6 |
$878k |
|
21k |
41.69 |
|
Ishares Tr Core Total Usd Bd Mkt Etf Fixed Income ETF
(IUSB)
|
0.6 |
$849k |
|
18k |
47.12 |
|
Republic Svcs Common Stock
(RSG)
|
0.6 |
$842k |
|
4.2k |
200.84 |
|
Starbucks Corp Common Stock
(SBUX)
|
0.6 |
$841k |
|
8.6k |
97.49 |
|
Hilton Worldwide Hldgs Common Stock
(HLT)
|
0.5 |
$834k |
|
3.6k |
230.50 |
|
Ishares Russell 1000 Value Etf Exchange Traded Fund
(IWD)
|
0.5 |
$832k |
|
4.4k |
189.80 |
|
Apollo Global Mgmt Common Stock
(APO)
|
0.5 |
$820k |
|
6.6k |
124.91 |
|
Ishares 1-3 Year Treasury Bond Etf Fixed Income ETF
(SHY)
|
0.5 |
$787k |
|
9.5k |
83.15 |
|
Alphabet Inc Cap Stk Cl C Common Stock
(GOOG)
|
0.5 |
$782k |
|
4.7k |
167.19 |
|
Ishares Core 10 Plus Yr Usd Bd Etf Fixed Income ETF
(ILTB)
|
0.5 |
$771k |
|
15k |
53.27 |
|
Costco Whsl Corp Common Stock
(COST)
|
0.5 |
$723k |
|
815.00 |
886.52 |
|
Fiserv Common Stock
(FI)
|
0.5 |
$709k |
|
3.9k |
179.65 |
|
Spdr Ser Tr Exchange Traded Fund
(SPLG)
|
0.5 |
$703k |
|
10k |
67.51 |
|
Williams Sonoma Common Stock
(WSM)
|
0.5 |
$695k |
|
4.5k |
154.92 |
|
General Dynamics Corp Common Stock
(GD)
|
0.4 |
$671k |
|
2.2k |
302.20 |
|
Servicenow Common Stock
(NOW)
|
0.4 |
$671k |
|
750.00 |
894.39 |
|
Coca Cola Common Stock
(KO)
|
0.4 |
$670k |
|
9.3k |
71.86 |
|
Dell Technologies Inc Cl C Common Stock
(DELL)
|
0.4 |
$663k |
|
5.6k |
118.54 |
|
Novo Nordisk A S Common Stock
(NVO)
|
0.4 |
$655k |
|
5.5k |
119.07 |
|
Cheniere Energy Common Stock
(LNG)
|
0.4 |
$645k |
|
3.6k |
179.84 |
|
Trane Technologies Common Stock
(TT)
|
0.4 |
$633k |
|
1.6k |
388.73 |
|
Liberty Media Corp Del Com Lbty One Common Stock
(FWONK)
|
0.4 |
$628k |
|
8.1k |
77.43 |
|
Linde Common Stock
(LIN)
|
0.4 |
$622k |
|
1.3k |
476.86 |
|
St. Denis J Villere & Co. Common Stock
|
0.4 |
$603k |
|
1.00 |
602997.00 |
|
Pepsico Common Stock
(PEP)
|
0.4 |
$603k |
|
3.5k |
170.05 |
|
Home Depot Common Stock
(HD)
|
0.4 |
$597k |
|
1.5k |
405.20 |
|
Quanta Svcs Common Stock
(PWR)
|
0.4 |
$588k |
|
2.0k |
298.15 |
|
St. Denis J Villere & Co . Common Stock
|
0.4 |
$577k |
|
1.00 |
576905.00 |
|
Johnson & Johnson Common Stock
(JNJ)
|
0.4 |
$568k |
|
3.5k |
162.06 |
|
Texas Instruments Common Stock
(TXN)
|
0.4 |
$566k |
|
2.7k |
206.57 |
|
Pulte Group Common Stock
(PHM)
|
0.4 |
$563k |
|
3.9k |
143.53 |
|
Merck & Co Common Stock
(MRK)
|
0.4 |
$556k |
|
4.9k |
113.56 |
|
Totalenergies Se Common Stock
(TTE)
|
0.4 |
$552k |
|
8.5k |
64.62 |
|
Renasant Corp Common Stock
(RNST)
|
0.4 |
$536k |
|
17k |
32.50 |
|
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund
(VWO)
|
0.3 |
$531k |
|
11k |
47.85 |
|
Adobe Common Stock
(ADBE)
|
0.3 |
$513k |
|
991.00 |
517.78 |
|
Ameriprise Finl Common Stock
(AMP)
|
0.3 |
$504k |
|
1.1k |
469.81 |
|
Ares Management Corporation Cl A Common Stock
(ARES)
|
0.3 |
$490k |
|
3.1k |
155.84 |
|
Flexshares Tr Morningstar Global Exchange Traded Fund
(GUNR)
|
0.3 |
$489k |
|
12k |
41.25 |
|
Borgwarner Common Stock
(BWA)
|
0.3 |
$487k |
|
13k |
36.29 |
|
Ishares 3-7 Year Treasury Bond Etf Fixed Income ETF
(IEI)
|
0.3 |
$467k |
|
3.9k |
119.60 |
|
Deckers Outdoor Corp Common Stock
(DECK)
|
0.3 |
$462k |
|
2.9k |
159.45 |
|
Cisco Sys Common Stock
(CSCO)
|
0.3 |
$461k |
|
8.7k |
53.22 |
|
Parker Hannifin Corp Common Stock
(PH)
|
0.3 |
$455k |
|
720.00 |
631.82 |
|
Copart Common Stock
(CPRT)
|
0.3 |
$410k |
|
7.8k |
52.40 |
|
Taiwan Semiconductor Mfg Common Stock
(TSM)
|
0.3 |
$410k |
|
2.4k |
173.67 |
|
Amgen Common Stock
(AMGN)
|
0.3 |
$408k |
|
1.3k |
322.21 |
|
Eog Res Common Stock
(EOG)
|
0.3 |
$397k |
|
3.2k |
122.93 |
|
Accenture Plc Class A Ordinary Common Stock
(ACN)
|
0.3 |
$396k |
|
1.1k |
353.48 |
|
Dimensional Etf Trust Exchange Traded Fund
(DFAX)
|
0.3 |
$382k |
|
14k |
27.01 |
|
Ishares Short-term National Muni Fixed Income ETF
(SUB)
|
0.2 |
$361k |
|
3.4k |
106.19 |
|
Northrop Grumman Corp Common Stock
(NOC)
|
0.2 |
$361k |
|
684.00 |
528.07 |
|
Ishares 7-10 Year Treasury Bond Etf Fixed Income ETF
(IEF)
|
0.2 |
$356k |
|
3.6k |
98.12 |
|
Cintas Corp Common Stock
(CTAS)
|
0.2 |
$355k |
|
1.7k |
205.88 |
|
Etf Ser Solutions Exchange Traded Fund
(JUCY)
|
0.2 |
$350k |
|
15k |
23.21 |
|
Gartner Common Stock
(IT)
|
0.2 |
$344k |
|
678.00 |
506.76 |
|
Rtx Corporation Common Stock
(RTX)
|
0.2 |
$341k |
|
2.8k |
121.16 |
|
Ishares 20 Plus Year Treasury Bond Etf Fixed Income ETF
(TLT)
|
0.2 |
$340k |
|
3.5k |
98.10 |
|
Blackstone Group Inc Com Cl A Common Stock
(BX)
|
0.2 |
$338k |
|
2.2k |
153.13 |
|
Progressive Corp Ohio Common Stock
(PGR)
|
0.2 |
$336k |
|
1.3k |
253.76 |
|
American Tower Corporation Common Stock
(AMT)
|
0.2 |
$331k |
|
1.4k |
232.56 |
|
Medtronic Common Stock
(MDT)
|
0.2 |
$330k |
|
3.7k |
90.03 |
|
Chemed Corp Common Stock
(CHE)
|
0.2 |
$329k |
|
548.00 |
600.97 |
|
Garmin Common Stock
(GRMN)
|
0.2 |
$329k |
|
1.9k |
176.03 |
|
At&t Common Stock
(T)
|
0.2 |
$321k |
|
15k |
22.00 |
|
Stryker Corp Common Stock
(SYK)
|
0.2 |
$317k |
|
877.00 |
361.26 |
|
Celanese Corp Del Com Ser A Common Stock
(CE)
|
0.2 |
$316k |
|
2.3k |
135.96 |
|
Bhp Group Common Stock
(BHP)
|
0.2 |
$314k |
|
5.1k |
62.11 |
|
Intuitive Surgical Common Stock
(ISRG)
|
0.2 |
$306k |
|
622.00 |
491.27 |
|
Eagle Materials Common Stock
(EXP)
|
0.2 |
$305k |
|
1.1k |
287.65 |
|
Procter & Gamble Common Stock
(PG)
|
0.2 |
$303k |
|
1.7k |
173.20 |
|
Philip Morris Intl Common Stock
(PM)
|
0.2 |
$286k |
|
2.4k |
121.40 |
|
Chevron Corp Common Stock
(CVX)
|
0.2 |
$281k |
|
1.9k |
147.27 |
|
Mastec Common Stock
(MTZ)
|
0.2 |
$274k |
|
2.2k |
123.10 |
|
Ishares Select Dividend Etf Exchange Traded Fund
(DVY)
|
0.2 |
$268k |
|
2.0k |
135.07 |
|
Applied Matls Common Stock
(AMAT)
|
0.2 |
$266k |
|
1.3k |
202.05 |
|
Regions Finl Corp Common Stock
(RF)
|
0.2 |
$266k |
|
11k |
23.33 |
|
Dimensional Etf Tr Exchange Traded Fund
(DFIV)
|
0.2 |
$264k |
|
6.9k |
38.08 |
|
Ishares Tr Ishares 0-3 Mnth Treas Bd Fixed Income ETF
(SGOV)
|
0.2 |
$264k |
|
2.6k |
100.72 |
|
Ishares Russell 2000 Etf Exchange Traded Fund
(IWM)
|
0.2 |
$262k |
|
1.2k |
220.89 |
|
Verizon Communications Common Stock
(VZ)
|
0.2 |
$261k |
|
5.8k |
44.91 |
|
Dow Common Stock
(DOW)
|
0.2 |
$256k |
|
4.7k |
54.63 |
|
Chubb Common Stock
(CB)
|
0.2 |
$251k |
|
870.00 |
288.39 |
|
Bristol Myers Squibb Common Stock
(BMY)
|
0.2 |
$250k |
|
4.8k |
51.74 |
|
Enbridge Common Stock
(ENB)
|
0.2 |
$249k |
|
6.1k |
40.61 |
|
Humana Common Stock
(HUM)
|
0.2 |
$249k |
|
787.00 |
316.74 |
|
Blackrock Common Stock
|
0.2 |
$245k |
|
258.00 |
949.51 |
|
Avalonbay Cmntys Common Stock
(AVB)
|
0.2 |
$242k |
|
1.1k |
225.25 |
|
Paccar Common Stock
(PCAR)
|
0.2 |
$241k |
|
2.4k |
98.68 |
|
S&p Global Common Stock
(SPGI)
|
0.2 |
$237k |
|
459.00 |
516.62 |
|
Aflac Common Stock
(AFL)
|
0.2 |
$232k |
|
2.1k |
111.80 |
|
Honeywell International Common Stock
(HON)
|
0.2 |
$228k |
|
1.1k |
206.71 |
|
Booking Hldgs Common Stock
(BKNG)
|
0.1 |
$228k |
|
54.00 |
4212.13 |
|
Ulta Salon Cosmetics & Fragrance Common Stock
(ULTA)
|
0.1 |
$227k |
|
583.00 |
389.12 |
|
Sherwin Williams Common Stock
(SHW)
|
0.1 |
$226k |
|
593.00 |
381.67 |
|
Mondelez Intl Common Stock
(MDLZ)
|
0.1 |
$223k |
|
3.0k |
73.67 |
|
Caterpillar Common Stock
(CAT)
|
0.1 |
$222k |
|
568.00 |
391.12 |
|
Broadridge Finl Solutions Common Stock
(BR)
|
0.1 |
$215k |
|
998.00 |
215.03 |
|
Ansys Common Stock
(ANSS)
|
0.1 |
$214k |
|
673.00 |
318.63 |
|
GSK Common Stock
(GSK)
|
0.1 |
$213k |
|
5.2k |
40.88 |
|
Lowes Cos Common Stock
(LOW)
|
0.1 |
$212k |
|
784.00 |
270.85 |
|
Morgan Stanley Common Stock
(MS)
|
0.1 |
$210k |
|
2.0k |
104.24 |
|
Oneok Common Stock
(OKE)
|
0.1 |
$208k |
|
2.3k |
91.13 |
|
Mueller Inds Common Stock
(MLI)
|
0.1 |
$208k |
|
2.8k |
74.10 |
|
Packaging Corp Of America Common Stock
(PKG)
|
0.1 |
$204k |
|
948.00 |
215.40 |
|
Intuit Common Stock
(INTU)
|
0.1 |
$203k |
|
327.00 |
621.00 |
|
Bank Of America Corp Common Stock
(BAC)
|
0.1 |
$202k |
|
5.1k |
39.68 |
|
Roper Technologies Common Stock
(ROP)
|
0.1 |
$202k |
|
363.00 |
556.44 |
|
Duke Energy Corp Common Stock
(DUK)
|
0.1 |
$200k |
|
1.7k |
115.30 |
|
Ambev Sa Common Stock
(ABEV)
|
0.0 |
$40k |
|
16k |
2.44 |