Resonant Capital Advisors

Resonant Capital Advisors as of Sept. 30, 2025

Portfolio Holdings for Resonant Capital Advisors

Resonant Capital Advisors holds 437 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.9 $136M 203k 669.30
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 4.2 $73M 1.4M 51.04
Ishares U S Etf Tr Short Maturity M (MEAR) 4.0 $69M 1.4M 50.51
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.9 $67M 2.6M 25.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $66M 823k 79.93
Etf Ser Solutions Distillate Us (DSTL) 3.4 $59M 1.0M 57.96
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $48M 742k 65.26
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.7 $46M 454k 100.70
Ishares Tr Core Msci Eafe (IEFA) 2.1 $35M 405k 87.31
Schwab Strategic Tr Fundamental Us L (FNDX) 2.1 $35M 1.3M 26.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $33M 658k 50.07
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $32M 269k 118.83
Schwab Strategic Tr Fundamental Intl (FNDF) 1.7 $30M 691k 42.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $28M 42k 668.01
Schwab Strategic Tr Fundamental Us S (FNDA) 1.6 $28M 903k 31.16
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $27M 124k 216.58
Apple (AAPL) 1.4 $24M 95k 254.63
Microsoft Corporation (MSFT) 1.4 $24M 46k 517.95
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.3 $23M 255k 89.57
Ishares Core Msci Emkt (IEMG) 1.3 $22M 333k 65.92
Schwab Strategic Tr Fundamental Emer (FNDE) 1.2 $21M 576k 36.16
NVIDIA Corporation (NVDA) 1.2 $20M 109k 186.59
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.2 $20M 159k 125.01
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 1.1 $20M 235k 83.69
Ishares Tr National Mun Etf (MUB) 1.1 $19M 177k 106.49
Select Sector Spdr Tr Energy (XLE) 1.1 $19M 210k 89.34
Ishares Gold Tr Ishares New (IAU) 1.1 $18M 253k 72.77
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.9 $16M 714k 21.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $15M 594k 24.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $14M 22k 614.02
Amazon (AMZN) 0.7 $12M 55k 219.57
Etf Ser Solutions Distillate Smlmd (DSMC) 0.7 $12M 334k 35.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $12M 23k 502.74
Alphabet Cap Stk Cl C (GOOG) 0.7 $12M 48k 243.55
Broadcom (AVGO) 0.7 $12M 35k 329.91
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $12M 239k 47.98
JPMorgan Chase & Co. (JPM) 0.6 $11M 35k 315.43
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $10M 179k 57.10
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $10M 198k 50.73
Ishares Tr Ultra Short Dur (ICSH) 0.6 $10M 196k 50.75
Meta Platforms Cl A (META) 0.6 $9.6M 13k 734.38
Alphabet Cap Stk Cl A (GOOGL) 0.6 $9.6M 39k 243.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.0M 27k 329.08
Ishares Tr Core Msci Intl (IDEV) 0.5 $8.1M 101k 80.17
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.5 $8.0M 72k 110.66
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $7.9M 60k 132.48
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.4 $7.5M 167k 45.21
Visa Com Cl A (V) 0.4 $7.3M 22k 341.38
Oracle Corporation (ORCL) 0.4 $7.1M 25k 281.24
McKesson Corporation (MCK) 0.4 $7.0M 9.0k 773.25
Exxon Mobil Corporation (XOM) 0.4 $6.3M 56k 112.75
Spdr Series Trust Portfolio S&p400 (SPMD) 0.4 $6.1M 107k 57.19
Chevron Corporation (CVX) 0.4 $6.1M 39k 155.29
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $6.0M 247k 24.30
Progressive Corporation (PGR) 0.3 $5.9M 24k 246.95
Johnson & Johnson (JNJ) 0.3 $5.9M 32k 185.42
AutoZone (AZO) 0.3 $5.8M 1.4k 4290.24
Spdr Series Trust Portfolio S&p600 (SPSM) 0.3 $5.8M 125k 46.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $5.7M 107k 53.03
American Express Company (AXP) 0.3 $5.6M 17k 332.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.5M 9.2k 597.65
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $5.4M 221k 24.34
Qualcomm (QCOM) 0.3 $5.4M 32k 166.36
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $5.1M 235k 21.54
Cisco Systems (CSCO) 0.3 $5.0M 73k 68.42
Analog Devices (ADI) 0.3 $5.0M 20k 245.70
Costco Wholesale Corporation (COST) 0.3 $4.7M 5.1k 925.64
eBay (EBAY) 0.3 $4.5M 50k 90.95
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $4.3M 72k 60.03
Eli Lilly & Co. (LLY) 0.2 $4.2M 5.6k 763.00
Automatic Data Processing (ADP) 0.2 $4.2M 14k 294.85
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $4.1M 163k 25.19
Marathon Petroleum Corp (MPC) 0.2 $4.1M 21k 192.74
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $4.1M 150k 26.95
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $4.0M 79k 50.47
McDonald's Corporation (MCD) 0.2 $3.9M 13k 303.89
Tesla Motors (TSLA) 0.2 $3.8M 8.6k 444.72
Amgen (AMGN) 0.2 $3.8M 14k 282.20
Mastercard Incorporated Cl A (MA) 0.2 $3.8M 6.6k 568.81
Procter & Gamble Company (PG) 0.2 $3.7M 24k 153.65
Kroger (KR) 0.2 $3.7M 55k 67.41
Electronic Arts (EA) 0.2 $3.6M 18k 201.70
Stryker Corporation (SYK) 0.2 $3.6M 9.8k 370.51
Abbvie (ABBV) 0.2 $3.6M 16k 231.54
Palo Alto Networks (PANW) 0.2 $3.5M 17k 203.62
Lowe's Companies (LOW) 0.2 $3.4M 14k 251.31
PNC Financial Services (PNC) 0.2 $3.4M 17k 200.93
Us Bancorp Del Com New (USB) 0.2 $3.3M 67k 48.85
Pfizer (PFE) 0.2 $3.3M 128k 25.48
Walt Disney Company (DIS) 0.2 $3.2M 28k 114.50
Pepsi (PEP) 0.2 $3.2M 23k 140.44
Charles Schwab Corporation (SCHW) 0.2 $3.2M 34k 95.47
Adobe Systems Incorporated (ADBE) 0.2 $3.2M 9.0k 352.75
Netflix (NFLX) 0.2 $3.1M 2.6k 1198.92
Northern Trust Corporation (NTRS) 0.2 $3.1M 23k 135.30
S&p Global (SPGI) 0.2 $3.1M 6.3k 486.69
Medtronic SHS (MDT) 0.2 $3.1M 32k 95.86
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.0M 12k 246.60
Booking Holdings (BKNG) 0.2 $3.0M 557.00 5399.27
Paypal Holdings (PYPL) 0.2 $3.0M 45k 67.06
Danaher Corporation (DHR) 0.2 $2.8M 14k 198.58
EOG Resources (EOG) 0.2 $2.7M 24k 112.12
Gilead Sciences (GILD) 0.2 $2.7M 24k 111.00
Amphenol Corp Cl A (APH) 0.2 $2.7M 22k 123.91
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $2.6M 38k 68.46
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $2.6M 56k 46.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.5M 26k 96.55
Home Depot (HD) 0.1 $2.5M 6.2k 405.19
Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $2.5M 98k 25.74
salesforce (CRM) 0.1 $2.5M 11k 237.36
CSX Corporation (CSX) 0.1 $2.5M 69k 35.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.4M 4.0k 601.06
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $2.4M 94k 25.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.2M 18k 119.51
Bristol Myers Squibb (BMY) 0.1 $2.1M 48k 45.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.1M 23k 93.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.1M 4.4k 468.41
Becton, Dickinson and (BDX) 0.1 $2.0M 11k 187.17
Comcast Corp Cl A (CMCSA) 0.1 $2.0M 64k 31.42
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $2.0M 53k 36.81
Abbott Laboratories (ABT) 0.1 $2.0M 15k 133.94
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.9M 41k 46.93
Wal-Mart Stores (WMT) 0.1 $1.9M 19k 103.06
O'reilly Automotive (ORLY) 0.1 $1.9M 18k 107.81
Raytheon Technologies Corp (RTX) 0.1 $1.9M 11k 167.33
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $1.8M 75k 23.47
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $1.7M 43k 39.88
EQT Corporation (EQT) 0.1 $1.7M 30k 54.43
Ishares Tr Esg Optimized (SUSA) 0.1 $1.6M 12k 135.65
Fastenal Company (FAST) 0.1 $1.6M 33k 49.04
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $1.6M 71k 22.15
Linde SHS (LIN) 0.1 $1.5M 3.3k 475.00
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $1.5M 66k 23.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.5M 5.5k 280.11
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.5M 3.3k 465.06
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $1.5M 60k 24.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.5M 31k 46.96
W.R. Berkley Corporation (WRB) 0.1 $1.5M 19k 76.62
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $1.4M 32k 45.42
Te Connectivity Ord Shs (TEL) 0.1 $1.4M 6.5k 219.53
Cardinal Health (CAH) 0.1 $1.4M 9.0k 156.96
Ge Aerospace Com New (GE) 0.1 $1.4M 4.6k 301.19
Check Point Software Tech Lt Ord (CHKP) 0.1 $1.4M 6.7k 206.91
Vanguard World Energy Etf (VDE) 0.1 $1.4M 11k 125.86
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $1.4M 18k 78.34
Markel Corporation (MKL) 0.1 $1.3M 688.00 1911.36
Docusign (DOCU) 0.1 $1.3M 18k 72.09
Bank of America Corporation (BAC) 0.1 $1.3M 25k 51.59
Vistra Energy (VST) 0.1 $1.3M 6.5k 195.92
Morgan Stanley Com New (MS) 0.1 $1.3M 7.9k 158.96
Philip Morris International (PM) 0.1 $1.2M 7.7k 162.20
UnitedHealth (UNH) 0.1 $1.2M 3.6k 345.30
Caterpillar (CAT) 0.1 $1.2M 2.6k 477.15
International Business Machines (IBM) 0.1 $1.2M 4.3k 282.16
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.2M 14k 87.21
Advanced Micro Devices (AMD) 0.1 $1.2M 7.2k 161.79
Palantir Technologies Cl A (PLTR) 0.1 $1.1M 6.3k 182.42
Copart (CPRT) 0.1 $1.1M 25k 44.97
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $1.1M 54k 20.69
Merck & Co (MRK) 0.1 $1.1M 13k 84.75
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.1M 1.9k 546.75
Blackrock (BLK) 0.1 $1.1M 904.00 1165.87
Wells Fargo & Company (WFC) 0.1 $1.1M 13k 83.82
Labcorp Holdings Com Shs (LH) 0.1 $1.0M 3.6k 287.06
Expeditors International of Washington (EXPD) 0.1 $1.0M 8.4k 122.59
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.0M 1.0k 968.09
Ishares Tr Select Divid Etf (DVY) 0.1 $995k 7.0k 142.10
Goldman Sachs (GS) 0.1 $970k 1.2k 796.35
Brown & Brown (BRO) 0.1 $961k 10k 93.79
Crane Company Common Stock (CR) 0.1 $947k 5.1k 184.14
Ishares Tr Core Div Grwth (DGRO) 0.1 $944k 14k 68.08
American Financial (AFG) 0.1 $942k 6.5k 145.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $929k 4.6k 203.59
Lam Research Corp Com New (LRCX) 0.1 $908k 6.8k 134.16
Thermo Fisher Scientific (TMO) 0.1 $899k 1.9k 485.40
Ross Stores (ROST) 0.1 $874k 5.7k 152.39
Reinsurance Grp Of America I Com New (RGA) 0.0 $858k 4.5k 192.13
Applovin Corp Com Cl A (APP) 0.0 $857k 1.2k 718.54
Eaton Corp SHS (ETN) 0.0 $850k 2.3k 374.25
Boeing Company (BA) 0.0 $840k 3.9k 215.83
Constellation Energy (CEG) 0.0 $838k 2.5k 329.07
Arista Networks Com Shs (ANET) 0.0 $810k 5.6k 145.71
Gartner (IT) 0.0 $809k 3.1k 262.87
Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $804k 30k 26.79
At&t (T) 0.0 $798k 28k 28.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $789k 5.6k 140.95
Ge Vernova (GEV) 0.0 $786k 1.3k 614.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $779k 13k 59.92
Sprouts Fmrs Mkt (SFM) 0.0 $779k 7.2k 108.80
Universal Hlth Svcs CL B (UHS) 0.0 $777k 3.8k 204.44
Rli (RLI) 0.0 $776k 12k 65.22
Williams-Sonoma (WSM) 0.0 $770k 3.9k 195.45
Cdw (CDW) 0.0 $768k 4.8k 159.28
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $753k 7.5k 99.95
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $739k 14k 53.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $735k 5.0k 145.60
Altria (MO) 0.0 $728k 11k 67.12
Emcor (EME) 0.0 $716k 1.1k 649.54
Microchip Technology (MCHP) 0.0 $707k 11k 64.22
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $705k 28k 25.66
TJX Companies (TJX) 0.0 $696k 4.8k 144.54
Ishares Tr Ibonds Dec 2031 (IBDW) 0.0 $694k 33k 21.22
Nextera Energy (NEE) 0.0 $687k 9.1k 75.49
Jabil Circuit (JBL) 0.0 $679k 3.1k 217.17
Verizon Communications (VZ) 0.0 $675k 15k 43.95
Servicenow (NOW) 0.0 $675k 733.00 920.28
General Dynamics Corporation (GD) 0.0 $669k 2.0k 341.00
Arch Cap Group Ord (ACGL) 0.0 $661k 7.3k 90.73
Elanco Animal Health (ELAN) 0.0 $661k 33k 20.14
Intuitive Surgical Com New (ISRG) 0.0 $661k 1.5k 447.23
Capital One Financial (COF) 0.0 $652k 3.1k 212.58
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $651k 3.6k 178.73
Regions Financial Corporation (RF) 0.0 $648k 24k 26.60
General Mills (GIS) 0.0 $645k 13k 50.42
Citigroup Com New (C) 0.0 $644k 6.3k 101.50
Carrier Global Corporation (CARR) 0.0 $643k 11k 59.70
TransDigm Group Incorporated (TDG) 0.0 $639k 485.00 1318.02
Chubb (CB) 0.0 $636k 2.2k 283.20
Exelixis (EXEL) 0.0 $635k 15k 41.30
Bank of New York Mellon Corporation (BK) 0.0 $626k 5.7k 108.96
Taylor Morrison Hom (TMHC) 0.0 $620k 9.4k 66.01
Coca-Cola Company (KO) 0.0 $612k 9.2k 66.88
Uber Technologies (UBER) 0.0 $594k 6.1k 97.97
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.0 $590k 7.1k 83.41
Novartis Sponsored Adr (NVS) 0.0 $588k 4.6k 128.24
ConocoPhillips (COP) 0.0 $580k 6.1k 94.59
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.0 $580k 6.3k 91.57
Omni (OMC) 0.0 $577k 7.0k 82.16
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $573k 1.5k 391.64
United Rentals (URI) 0.0 $571k 598.00 954.66
Intercontinental Exchange (ICE) 0.0 $559k 3.3k 168.48
Mondelez Intl Cl A (MDLZ) 0.0 $550k 8.7k 62.97
Steel Dynamics (STLD) 0.0 $547k 3.9k 139.88
Union Pacific Corporation (UNP) 0.0 $546k 2.3k 236.37
Zimmer Holdings (ZBH) 0.0 $542k 5.5k 98.74
Fair Isaac Corporation (FICO) 0.0 $542k 362.00 1496.53
Sap Se Spon Adr (SAP) 0.0 $542k 2.0k 267.21
Kla Corp Com New (KLAC) 0.0 $540k 501.00 1078.60
Spdr Gold Tr Gold Shs (GLD) 0.0 $534k 1.5k 355.47
Cintas Corporation (CTAS) 0.0 $531k 2.6k 205.26
Micron Technology (MU) 0.0 $524k 3.1k 167.32
Fiserv (FI) 0.0 $523k 4.1k 128.93
Devon Energy Corporation (DVN) 0.0 $520k 15k 35.06
Boston Scientific Corporation (BSX) 0.0 $515k 5.3k 97.63
Intuit (INTU) 0.0 $513k 751.00 682.91
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $512k 3.4k 148.61
Johnson Ctls Intl SHS (JCI) 0.0 $508k 4.6k 110.35
Cadence Design Systems (CDNS) 0.0 $506k 1.4k 351.26
Agnico (AEM) 0.0 $506k 3.0k 168.56
MetLife (MET) 0.0 $497k 6.0k 82.37
CF Industries Holdings (CF) 0.0 $491k 5.5k 89.70
Unilever Spon Adr New (UL) 0.0 $491k 8.3k 59.28
Applied Materials (AMAT) 0.0 $484k 2.4k 204.74
Metropcs Communications (TMUS) 0.0 $483k 2.0k 239.38
Dropbox Cl A (DBX) 0.0 $479k 16k 30.21
Generac Holdings (GNRC) 0.0 $472k 2.8k 167.40
NetApp (NTAP) 0.0 $461k 3.9k 118.46
M&T Bank Corporation (MTB) 0.0 $458k 2.3k 197.62
Williams Companies (WMB) 0.0 $455k 7.2k 63.35
Flex Ord (FLEX) 0.0 $445k 7.7k 57.97
Ing Groep Sponsored Adr (ING) 0.0 $441k 17k 26.08
Murphy Usa (MUSA) 0.0 $438k 1.1k 388.26
Southern Company (SO) 0.0 $437k 4.6k 94.77
MGE Energy (MGEE) 0.0 $429k 5.1k 84.18
Honeywell International (HON) 0.0 $428k 2.0k 210.50
Spotify Technology S A SHS (SPOT) 0.0 $427k 612.00 698.00
Blackstone Group Inc Com Cl A (BX) 0.0 $426k 2.5k 170.85
Okta Cl A (OKTA) 0.0 $425k 4.6k 91.70
Coupang Cl A (CPNG) 0.0 $421k 13k 32.20
Novo-nordisk A S Adr (NVO) 0.0 $421k 7.6k 55.49
Sony Group Corp Sponsored Adr (SONY) 0.0 $420k 15k 28.79
Allstate Corporation (ALL) 0.0 $419k 1.9k 215.73
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $415k 26k 15.94
Apollo Global Mgmt (APO) 0.0 $414k 3.1k 133.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $413k 3.0k 137.80
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $413k 9.0k 46.12
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $411k 16k 25.31
Pinterest Cl A (PINS) 0.0 $410k 13k 32.17
Nike CL B (NKE) 0.0 $409k 5.8k 70.13
Hubbell (HUBB) 0.0 $408k 948.00 430.31
Welltower Inc Com reit (WELL) 0.0 $406k 2.3k 178.14
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $404k 4.5k 88.95
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 0.0 $399k 5.5k 71.97
Exelon Corporation (EXC) 0.0 $396k 8.8k 45.01
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $396k 9.0k 44.10
Godaddy Cl A (GDDY) 0.0 $393k 2.9k 136.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $385k 4.6k 82.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $381k 14k 27.30
Starbucks Corporation (SBUX) 0.0 $379k 4.5k 84.60
Gra (GGG) 0.0 $376k 4.4k 84.96
Shell Spon Ads (SHEL) 0.0 $374k 5.2k 71.53
Newmont Mining Corporation (NEM) 0.0 $371k 4.4k 84.31
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $371k 8.5k 43.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $369k 16k 23.28
Totalenergies Se Sponsored Ads (TTE) 0.0 $368k 6.1k 60.68
Royal Caribbean Cruises (RCL) 0.0 $365k 1.1k 324.58
Host Hotels & Resorts (HST) 0.0 $362k 21k 17.19
Duke Energy Corp Com New (DUK) 0.0 $362k 2.9k 123.75
Skyworks Solutions (SWKS) 0.0 $359k 4.7k 76.98
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $357k 5.2k 69.37
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $355k 14k 25.48
Otis Worldwide Corp (OTIS) 0.0 $346k 3.8k 91.43
Apa Corporation (APA) 0.0 $343k 14k 24.28
Lennar Corp Cl A (LEN) 0.0 $342k 2.7k 126.04
Willis Towers Watson SHS (WTW) 0.0 $340k 982.00 346.37
Intel Corporation (INTC) 0.0 $337k 10k 33.55
Molson Coors Beverage CL B (TAP) 0.0 $336k 7.4k 45.25
Doordash Cl A (DASH) 0.0 $334k 1.2k 271.99
RPM International (RPM) 0.0 $333k 2.8k 117.88
Vanguard Index Fds Small Cp Etf (VB) 0.0 $332k 1.3k 255.09
Hca Holdings (HCA) 0.0 $330k 775.00 426.20
Enterprise Products Partners (EPD) 0.0 $328k 11k 31.27
MercadoLibre (MELI) 0.0 $325k 139.00 2336.94
Travelers Companies (TRV) 0.0 $323k 1.2k 279.22
Illinois Tool Works (ITW) 0.0 $322k 1.2k 262.37
Tapestry (TPR) 0.0 $322k 2.8k 113.22
Sea Sponsord Ads (SE) 0.0 $322k 1.8k 178.73
Zoom Communications Cl A (ZM) 0.0 $320k 3.9k 82.50
Spdr Series Trust Portfli Tips Etf (SPIP) 0.0 $320k 12k 26.31
CVS Caremark Corporation (CVS) 0.0 $319k 4.2k 75.39
Carlisle Companies (CSL) 0.0 $318k 968.00 328.96
General Motors Company (GM) 0.0 $318k 5.2k 60.97
Owens Corning (OC) 0.0 $315k 2.2k 141.46
Ecolab (ECL) 0.0 $314k 1.1k 274.57
Deckers Outdoor Corporation (DECK) 0.0 $314k 3.1k 101.37
Realty Income (O) 0.0 $309k 5.1k 60.79
Core Natural Resources Com Shs (CNR) 0.0 $309k 3.7k 83.48
Aercap Holdings Nv SHS (AER) 0.0 $306k 2.5k 121.00
Waste Management (WM) 0.0 $305k 1.4k 220.83
Qualys (QLYS) 0.0 $305k 2.3k 132.33
Simon Property (SPG) 0.0 $303k 1.6k 187.67
American Tower Reit (AMT) 0.0 $298k 1.5k 194.02
Anthem (ELV) 0.0 $295k 912.00 323.12
Strategy Cl A New (MSTR) 0.0 $293k 908.00 322.21
HSBC HLDGS Spon Adr New (HSBC) 0.0 $290k 4.1k 70.98
Smucker J M Com New (SJM) 0.0 $289k 2.7k 108.60
Ford Motor Company (F) 0.0 $289k 24k 11.96
CarMax (KMX) 0.0 $287k 6.4k 44.87
Jones Lang LaSalle Incorporated (JLL) 0.0 $286k 958.00 298.28
Autodesk (ADSK) 0.0 $285k 896.00 317.67
Trane Technologies SHS (TT) 0.0 $281k 665.00 421.96
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $280k 1.2k 236.78
Ameriprise Financial (AMP) 0.0 $280k 569.00 491.25
Crane Holdings (CXT) 0.0 $278k 4.1k 67.07
Verisk Analytics (VRSK) 0.0 $277k 1.1k 251.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $275k 2.3k 120.75
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $272k 4.3k 63.54
SYSCO Corporation (SYY) 0.0 $272k 3.3k 82.34
Alliant Energy Corporation (LNT) 0.0 $270k 4.0k 67.41
Floor & Decor Hldgs Cl A (FND) 0.0 $269k 3.7k 73.70
D.R. Horton (DHI) 0.0 $269k 1.6k 169.47
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $268k 9.3k 28.90
Parker-Hannifin Corporation (PH) 0.0 $268k 353.00 758.15
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $266k 11k 23.36
Astrazeneca Sponsored Adr (AZN) 0.0 $265k 3.5k 76.72
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $265k 12k 21.95
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $265k 3.7k 71.37
Cigna Corp (CI) 0.0 $264k 917.00 288.25
Qorvo (QRVO) 0.0 $262k 2.9k 91.08
Edwards Lifesciences (EW) 0.0 $262k 3.4k 77.77
Dominion Resources (D) 0.0 $261k 4.3k 61.17
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $259k 12k 22.52
Deere & Company (DE) 0.0 $258k 563.00 458.88
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $258k 27k 9.61
Coinbase Global Com Cl A (COIN) 0.0 $258k 763.00 337.49
Northrop Grumman Corporation (NOC) 0.0 $257k 421.00 609.32
Vulcan Materials Company (VMC) 0.0 $256k 832.00 307.62
Arthur J. Gallagher & Co. (AJG) 0.0 $254k 819.00 309.74
Hilton Worldwide Holdings (HLT) 0.0 $252k 972.00 259.44
Cloudflare Cl A Com (NET) 0.0 $252k 1.2k 214.59
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $251k 3.3k 75.10
Toro Company (TTC) 0.0 $249k 3.3k 76.20
Schlumberger Com Stk (SLB) 0.0 $248k 7.2k 34.61
Comfort Systems USA (FIX) 0.0 $248k 300.00 825.18
Robinhood Mkts Com Cl A (HOOD) 0.0 $246k 1.7k 143.18
Marsh & McLennan Companies (MMC) 0.0 $245k 1.2k 201.53
Eversource Energy (ES) 0.0 $243k 3.4k 71.14
W.W. Grainger (GWW) 0.0 $243k 255.00 952.96
Motorola Solutions Com New (MSI) 0.0 $243k 530.00 458.37
L3harris Technologies (LHX) 0.0 $239k 784.00 305.41
ConAgra Foods (CAG) 0.0 $238k 13k 18.31
Pulte (PHM) 0.0 $237k 1.8k 132.35
Valero Energy Corporation (VLO) 0.0 $237k 1.4k 170.26
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $235k 1.7k 140.05
Ingersoll Rand (IR) 0.0 $234k 2.8k 82.62
American Electric Power Company (AEP) 0.0 $234k 2.1k 112.50
Regal-beloit Corporation (RRX) 0.0 $233k 1.6k 143.79
Xylem (XYL) 0.0 $232k 1.6k 147.50
Hdfc Bank Sponsored Ads (HDB) 0.0 $232k 6.8k 34.16
Fortinet (FTNT) 0.0 $231k 2.7k 84.08
AmerisourceBergen (COR) 0.0 $231k 738.00 312.53
Icon SHS (ICLR) 0.0 $230k 1.3k 175.00
Freeport-mcmoran CL B (FCX) 0.0 $229k 5.8k 39.22
Quanta Services (PWR) 0.0 $227k 547.00 414.42
Workday Cl A (WDAY) 0.0 $226k 939.00 240.73
Monolithic Power Systems (MPWR) 0.0 $224k 243.00 922.20
FedEx Corporation (FDX) 0.0 $223k 941.00 237.27
Moody's Corporation (MCO) 0.0 $223k 468.00 476.48
Pdd Holdings Sponsored Ads (PDD) 0.0 $223k 1.7k 132.17
3M Company (MMM) 0.0 $223k 1.4k 155.18
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $222k 11k 19.71
Synopsys (SNPS) 0.0 $222k 449.00 493.39
Biogen Idec (BIIB) 0.0 $221k 1.6k 140.08
British Amern Tob Sponsored Adr (BTI) 0.0 $220k 4.1k 53.08
Howmet Aerospace (HWM) 0.0 $217k 1.1k 196.23
Prologis (PLD) 0.0 $216k 1.9k 114.52
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $214k 8.3k 25.61
Cbre Group Cl A (CBRE) 0.0 $214k 1.4k 157.56
Aon Shs Cl A (AON) 0.0 $212k 595.00 356.58
Vanguard Index Fds Value Etf (VTV) 0.0 $211k 1.1k 187.43
Cme (CME) 0.0 $211k 781.00 270.19
Verisign (VRSN) 0.0 $211k 753.00 279.57
Haleon Spon Ads (HLN) 0.0 $210k 23k 8.97
Iqvia Holdings (IQV) 0.0 $210k 1.1k 189.94
Dr Reddys Labs Adr (RDY) 0.0 $210k 15k 13.98
Ares Capital Corporation (ARCC) 0.0 $209k 10k 20.41
Icici Bank Adr (IBN) 0.0 $209k 6.9k 30.23
Yum! Brands (YUM) 0.0 $209k 1.4k 152.00
Toll Brothers (TOL) 0.0 $208k 1.5k 138.14
Garmin SHS (GRMN) 0.0 $206k 838.00 246.22
Ishares Msci Pac Jp Etf (EPP) 0.0 $206k 4.0k 51.56
Regeneron Pharmaceuticals (REGN) 0.0 $204k 363.00 562.27
Kinder Morgan (KMI) 0.0 $202k 7.1k 28.31
Clorox Company (CLX) 0.0 $202k 1.6k 123.30
Vanguard World Inf Tech Etf (VGT) 0.0 $202k 270.00 746.63
Norfolk Southern (NSC) 0.0 $202k 671.00 300.41
Entergy Corporation (ETR) 0.0 $201k 2.2k 93.19
Western Digital (WDC) 0.0 $201k 1.7k 120.06
Infosys Sponsored Adr (INFY) 0.0 $194k 12k 16.27
Proshares Tr Shrt Russell2000 (RWM) 0.0 $172k 10k 16.79
Under Armour CL C (UA) 0.0 $170k 35k 4.83
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $165k 11k 14.64
Immuneering Corp Class A Com (IMRX) 0.0 $140k 20k 7.00
Banco Santander Adr (SAN) 0.0 $127k 12k 10.48
Transocean Registered Shs (RIG) 0.0 $108k 35k 3.12
Lg Display Spons Adr Rep (LPL) 0.0 $74k 14k 5.22
Baytex Energy Corp (BTE) 0.0 $29k 13k 2.36