Resonant Capital Advisors

Resonant Capital Advisors as of Dec. 31, 2025

Portfolio Holdings for Resonant Capital Advisors

Resonant Capital Advisors holds 440 positions in its portfolio as reported in the December 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 $143M 209k 684.94
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 4.0 $73M 1.4M 51.02
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 4.0 $72M 2.9M 25.08
Ishares U S Etf Tr Short Maturity M (MEAR) 3.8 $69M 1.4M 50.32
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $69M 863k 79.73
Etf Ser Solutions Distillate Us (DSTL) 3.4 $62M 1.0M 58.90
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $51M 772k 66.00
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.8 $51M 506k 100.38
Ishares Tr Core Msci Eafe (IEFA) 2.2 $41M 453k 89.46
Schwab Strategic Tr Fundamental Us L (FNDX) 2.0 $37M 1.4M 27.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $35M 700k 50.29
Schwab Strategic Tr Fundamental Intl (FNDF) 1.9 $34M 747k 45.21
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $33M 275k 120.18
Schwab Strategic Tr Fundamental Us S (FNDA) 1.6 $29M 921k 31.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $29M 42k 683.91
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $28M 126k 219.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $27M 300k 91.45
Apple (AAPL) 1.5 $27M 100k 271.86
Ishares Core Msci Emkt (IEMG) 1.3 $24M 360k 67.22
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $23M 461k 50.77
Schwab Strategic Tr Fundamental Emer (FNDE) 1.3 $23M 640k 36.06
Ishares Tr Ultra Short Dur (ICSH) 1.3 $23M 456k 50.58
Microsoft Corporation (MSFT) 1.2 $22M 46k 483.62
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.1 $21M 164k 126.46
Ishares Gold Tr Ishares New (IAU) 1.1 $21M 253k 81.17
Ishares Tr National Mun Etf (MUB) 1.1 $21M 191k 107.11
NVIDIA Corporation (NVDA) 1.1 $21M 110k 186.50
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 1.1 $20M 242k 81.56
Select Sector Spdr Tr State Street Ene (XLE) 1.0 $18M 413k 44.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $16M 671k 24.37
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.9 $16M 749k 21.11
Alphabet Cap Stk Cl C (GOOG) 0.8 $15M 47k 313.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $14M 22k 627.14
Amazon (AMZN) 0.8 $14M 60k 230.82
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $14M 286k 48.17
Alphabet Cap Stk Cl A (GOOGL) 0.7 $13M 42k 313.00
Etf Ser Solutions Distillate Smlmd (DSMC) 0.7 $12M 348k 35.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $12M 24k 502.65
Broadcom (AVGO) 0.6 $12M 34k 346.10
JPMorgan Chase & Co. (JPM) 0.6 $11M 35k 322.22
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $11M 184k 57.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $8.6M 26k 335.27
Meta Platforms Cl A (META) 0.5 $8.4M 13k 660.09
Ishares Tr Core Msci Intl (IDEV) 0.5 $8.3M 101k 82.48
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.4 $8.1M 71k 114.50
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.4 $8.1M 60k 134.32
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.4 $7.8M 166k 46.92
McKesson Corporation (MCK) 0.4 $7.3M 8.9k 821.04
Exxon Mobil Corporation (XOM) 0.4 $7.2M 60k 120.34
Visa Com Cl A (V) 0.4 $7.1M 20k 350.71
Johnson & Johnson (JNJ) 0.4 $6.8M 33k 206.95
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $6.3M 258k 24.23
Spdr Series Trust State Street Spd (SPMD) 0.3 $6.2M 107k 57.91
Chevron Corporation (CVX) 0.3 $6.2M 41k 152.41
Eli Lilly & Co. (LLY) 0.3 $6.1M 5.7k 1074.68
American Express Company (AXP) 0.3 $6.1M 17k 369.95
Cisco Systems (CSCO) 0.3 $5.8M 76k 77.03
Progressive Corporation (PGR) 0.3 $5.7M 25k 227.72
Analog Devices (ADI) 0.3 $5.7M 21k 271.20
Qualcomm (QCOM) 0.3 $5.7M 33k 171.05
Spdr Series Trust State Street Spd (SPSM) 0.3 $5.7M 122k 46.86
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.6M 9.2k 605.47
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $5.5M 227k 24.28
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $5.3M 101k 52.88
Amgen (AMGN) 0.3 $4.9M 15k 327.31
Mastercard Incorporated Cl A (MA) 0.3 $4.7M 8.3k 570.88
AutoZone (AZO) 0.3 $4.6M 1.4k 3391.50
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $4.4M 224k 19.53
Costco Wholesale Corporation (COST) 0.2 $4.3M 5.0k 862.35
eBay (EBAY) 0.2 $4.3M 49k 87.10
Tesla Motors (TSLA) 0.2 $4.1M 9.1k 449.72
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $4.1M 80k 50.64
McDonald's Corporation (MCD) 0.2 $4.1M 13k 305.63
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $4.0M 67k 59.93
Automatic Data Processing (ADP) 0.2 $3.8M 15k 258.74
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.8M 14k 268.30
Electronic Arts (EA) 0.2 $3.8M 19k 204.33
Danaher Corporation (DHR) 0.2 $3.8M 16k 229.24
Procter & Gamble Company (PG) 0.2 $3.6M 25k 143.31
Us Bancorp Del Com New (USB) 0.2 $3.6M 67k 53.88
PNC Financial Services (PNC) 0.2 $3.6M 17k 208.73
S&p Global (SPGI) 0.2 $3.5M 6.7k 522.57
Abbvie (ABBV) 0.2 $3.5M 15k 228.49
Stryker Corporation (SYK) 0.2 $3.5M 9.9k 352.35
Marathon Petroleum Corp (MPC) 0.2 $3.5M 21k 162.63
Lowe's Companies (LOW) 0.2 $3.5M 14k 241.16
Kroger (KR) 0.2 $3.5M 55k 62.48
Pfizer (PFE) 0.2 $3.4M 139k 24.90
Charles Schwab Corporation (SCHW) 0.2 $3.4M 35k 99.91
Gilead Sciences (GILD) 0.2 $3.4M 28k 122.74
Oracle Corporation (ORCL) 0.2 $3.4M 18k 194.91
Pepsi (PEP) 0.2 $3.4M 24k 144.88
Adobe Systems Incorporated (ADBE) 0.2 $3.4M 9.6k 349.99
Booking Holdings (BKNG) 0.2 $3.3M 625.00 5355.33
Palo Alto Networks (PANW) 0.2 $3.3M 18k 184.20
Northern Trust Corporation (NTRS) 0.2 $3.2M 23k 137.31
Medtronic SHS (MDT) 0.2 $3.2M 33k 96.77
Walt Disney Company (DIS) 0.2 $3.1M 27k 114.53
salesforce (CRM) 0.2 $3.1M 12k 265.29
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $2.9M 110k 26.49
Amphenol Corp Cl A (APH) 0.2 $2.8M 21k 135.38
CSX Corporation (CSX) 0.1 $2.7M 75k 36.25
EOG Resources (EOG) 0.1 $2.7M 26k 105.01
Bristol Myers Squibb (BMY) 0.1 $2.6M 49k 53.94
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.6M 56k 46.81
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $2.6M 37k 69.67
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $2.6M 101k 25.45
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.5M 26k 96.27
Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $2.5M 95k 26.57
Paypal Holdings (PYPL) 0.1 $2.5M 43k 58.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.5M 4.0k 614.31
Becton, Dickinson and (BDX) 0.1 $2.2M 12k 194.07
Comcast Corp Cl A (CMCSA) 0.1 $2.2M 74k 29.89
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $2.2M 53k 41.08
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.2M 18k 119.35
Wal-Mart Stores (WMT) 0.1 $2.1M 19k 111.64
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.1M 22k 96.03
Raytheon Technologies Corp (RTX) 0.1 $2.1M 11k 183.40
Netflix (NFLX) 0.1 $2.1M 22k 93.76
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $2.0M 85k 23.41
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.9M 41k 47.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.9M 4.1k 473.30
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $1.8M 82k 22.07
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $1.8M 43k 41.48
Home Depot (HD) 0.1 $1.7M 5.0k 344.10
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.7M 5.6k 304.69
Abbott Laboratories (ABT) 0.1 $1.7M 14k 125.29
Ishares Tr Esg Optimized (SUSA) 0.1 $1.7M 12k 139.34
O'reilly Automotive (ORLY) 0.1 $1.6M 18k 91.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.6M 3.3k 481.61
Advanced Micro Devices (AMD) 0.1 $1.6M 7.4k 214.16
Cardinal Health (CAH) 0.1 $1.6M 7.7k 205.50
Markel Corporation (MKL) 0.1 $1.5M 714.00 2149.65
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $1.5M 65k 23.64
Check Point Software Tech Lt Ord (CHKP) 0.1 $1.5M 8.0k 185.56
Caterpillar (CAT) 0.1 $1.5M 2.6k 572.87
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.5M 31k 47.08
Te Connectivity Ord Shs (TEL) 0.1 $1.5M 6.4k 227.51
Vistra Energy (VST) 0.1 $1.4M 8.9k 161.33
Merck & Co (MRK) 0.1 $1.4M 14k 106.11
Ge Aerospace Com New (GE) 0.1 $1.4M 4.7k 308.40
Morgan Stanley Com New (MS) 0.1 $1.4M 8.1k 177.53
EQT Corporation (EQT) 0.1 $1.4M 27k 53.60
Bank of America Corporation (BAC) 0.1 $1.4M 26k 55.00
Spdr Series Trust State Street Spd (SPYM) 0.1 $1.4M 18k 80.22
Intuitive Surgical Com New (ISRG) 0.1 $1.4M 2.5k 566.36
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $1.4M 30k 45.89
W.R. Berkley Corporation (WRB) 0.1 $1.3M 19k 70.12
Vanguard World Energy Etf (VDE) 0.1 $1.3M 11k 125.92
Expeditors International of Washington (EXPD) 0.1 $1.3M 8.9k 149.01
International Business Machines (IBM) 0.1 $1.3M 4.4k 296.21
Fastenal Company (FAST) 0.1 $1.3M 33k 40.13
Docusign (DOCU) 0.1 $1.3M 19k 68.40
Wells Fargo & Company (WFC) 0.1 $1.2M 13k 93.20
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.2M 2.0k 605.01
Philip Morris International (PM) 0.1 $1.2M 7.4k 161.87
UnitedHealth (UNH) 0.1 $1.2M 3.6k 330.11
Lam Research Corp Com New (LRCX) 0.1 $1.2M 6.7k 171.44
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $1.1M 27k 42.69
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.1M 1.1k 1069.86
Linde SHS (LIN) 0.1 $1.1M 2.6k 426.39
Thermo Fisher Scientific (TMO) 0.1 $1.1M 1.9k 579.90
Ross Stores (ROST) 0.1 $1.1M 6.2k 180.14
Palantir Technologies Cl A (PLTR) 0.1 $1.1M 6.2k 177.75
Goldman Sachs (GS) 0.1 $1.1M 1.2k 879.00
Ishares Tr Select Divid Etf (DVY) 0.1 $988k 7.0k 141.14
Gartner (IT) 0.1 $957k 3.8k 252.28
Labcorp Holdings Com Shs (LH) 0.1 $947k 3.8k 250.88
Micron Technology (MU) 0.1 $933k 3.3k 285.52
Coca-Cola Company (KO) 0.1 $931k 13k 69.91
Reinsurance Grp Of America I Com New (RGA) 0.1 $928k 4.6k 203.46
Blackrock (BLK) 0.1 $925k 864.00 1070.34
Constellation Energy (CEG) 0.0 $909k 2.6k 353.27
Crane Company Common Stock (CR) 0.0 $903k 4.9k 184.43
American Financial (AFG) 0.0 $888k 6.5k 136.68
Ishares Tr Core Div Grwth (DGRO) 0.0 $873k 13k 69.42
Ishares Tr Ibonds Dec 2031 (IBDW) 0.0 $868k 41k 21.15
Copart (CPRT) 0.0 $866k 22k 39.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $855k 4.1k 210.34
Universal Hlth Svcs CL B (UHS) 0.0 $841k 3.9k 218.02
Ge Vernova (GEV) 0.0 $829k 1.3k 653.57
Brown & Brown (BRO) 0.0 $822k 10k 79.70
Rli (RLI) 0.0 $813k 13k 63.98
Chubb (CB) 0.0 $812k 2.6k 313.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $812k 13k 62.47
Arch Cap Group Ord (ACGL) 0.0 $808k 8.4k 95.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $804k 5.6k 143.52
Boeing Company (BA) 0.0 $803k 3.7k 217.12
Applovin Corp Com Cl A (APP) 0.0 $793k 1.2k 673.82
Microchip Technology (MCHP) 0.0 $792k 12k 63.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $768k 14k 54.71
Citigroup Com New (C) 0.0 $754k 6.5k 116.69
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $752k 5.0k 148.98
Nextera Energy (NEE) 0.0 $752k 9.4k 80.28
Capital One Financial (COF) 0.0 $751k 3.1k 242.36
Cdw (CDW) 0.0 $749k 5.5k 136.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $733k 5.0k 146.58
Jabil Circuit (JBL) 0.0 $729k 3.2k 228.02
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $726k 8.6k 84.36
Elanco Animal Health (ELAN) 0.0 $719k 32k 22.63
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $710k 1.6k 453.36
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $704k 28k 25.64
Emcor (EME) 0.0 $701k 1.1k 611.79
Arista Networks Com Shs (ANET) 0.0 $695k 5.3k 131.03
TJX Companies (TJX) 0.0 $693k 4.5k 153.61
Eaton Corp SHS (ETN) 0.0 $693k 2.2k 318.51
Steel Dynamics (STLD) 0.0 $691k 4.1k 169.90
Williams-Sonoma (WSM) 0.0 $689k 3.9k 178.59
Regions Financial Corporation (RF) 0.0 $688k 25k 27.34
Bank of New York Mellon Corporation (BK) 0.0 $673k 5.8k 116.09
General Dynamics Corporation (GD) 0.0 $665k 2.0k 336.66
TransDigm Group Incorporated (TDG) 0.0 $664k 499.00 1329.85
Exelixis (EXEL) 0.0 $652k 15k 43.83
Omni (OMC) 0.0 $647k 7.9k 81.48
Verizon Communications (VZ) 0.0 $645k 16k 40.73
Novartis Sponsored Adr (NVS) 0.0 $640k 4.6k 137.87
Fair Isaac Corporation (FICO) 0.0 $634k 375.00 1690.62
Sprouts Fmrs Mkt (SFM) 0.0 $634k 8.0k 79.67
Applied Materials (AMAT) 0.0 $626k 2.4k 256.99
Kla Corp Com New (KLAC) 0.0 $617k 508.00 1215.08
Spdr Series Trust State Street Spd (MDYV) 0.0 $599k 7.1k 84.64
Spdr Gold Tr Gold Shs (GLD) 0.0 $596k 1.5k 396.31
Mondelez Intl Cl A (MDLZ) 0.0 $592k 11k 54.32
Spdr Series Trust State Street Spd (MDYG) 0.0 $585k 6.3k 92.42
Starbucks Corporation (SBUX) 0.0 $582k 6.9k 84.21
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $581k 1.8k 323.01
ConocoPhillips (COP) 0.0 $580k 6.2k 93.61
Boston Scientific Corporation (BSX) 0.0 $578k 6.1k 95.35
Taylor Morrison Hom (TMHC) 0.0 $577k 9.8k 58.87
At&t (T) 0.0 $571k 23k 24.84
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $561k 3.5k 160.97
Johnson Ctls Intl SHS (JCI) 0.0 $560k 4.7k 120.15
Xpo Logistics Inc equity (XPO) 0.0 $557k 4.1k 135.91
Intuit (INTU) 0.0 $545k 822.00 662.42
Murphy Usa (MUSA) 0.0 $538k 1.3k 403.52
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $533k 5.5k 96.88
Carrier Global Corporation (CARR) 0.0 $531k 10k 52.84
Cintas Corporation (CTAS) 0.0 $531k 2.8k 188.07
Intercontinental Exchange (ICE) 0.0 $527k 3.3k 161.96
Sap Se Spon Adr (SAP) 0.0 $516k 2.1k 242.91
Broadstone Net Lease (BNL) 0.0 $514k 29k 17.66
Synchrony Financial (SYF) 0.0 $510k 6.1k 83.43
Altria (MO) 0.0 $510k 8.7k 58.75
Devon Energy Corporation (DVN) 0.0 $509k 14k 36.63
Agnico (AEM) 0.0 $502k 3.0k 169.53
Dropbox Cl A (DBX) 0.0 $493k 18k 27.80
Union Pacific Corporation (UNP) 0.0 $488k 2.1k 231.32
Novo-nordisk A S Adr (NVO) 0.0 $488k 9.6k 50.88
Fox Corp Cl A Com (FOXA) 0.0 $484k 6.6k 73.07
Uber Technologies (UBER) 0.0 $484k 5.9k 81.71
Ishares Tr U.s. Tech Etf (IYW) 0.0 $481k 2.4k 199.68
M&T Bank Corporation (MTB) 0.0 $478k 2.4k 201.48
Waste Management (WM) 0.0 $476k 2.2k 219.71
Ing Groep Sponsored Adr (ING) 0.0 $474k 17k 28.00
Flex Ord (FLEX) 0.0 $472k 7.8k 60.42
MetLife (MET) 0.0 $461k 5.8k 78.94
Hubbell (HUBB) 0.0 $450k 1.0k 444.11
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $449k 9.0k 49.90
Cadence Design Systems (CDNS) 0.0 $448k 1.4k 312.58
Apollo Global Mgmt (APO) 0.0 $443k 3.1k 144.76
Unilever Spon Adr New (UL) 0.0 $443k 6.8k 65.40
Welltower Inc Com reit (WELL) 0.0 $443k 2.4k 185.61
Newmont Mining Corporation (NEM) 0.0 $443k 4.4k 99.85
Okta Cl A (OKTA) 0.0 $441k 5.1k 86.47
Servicenow (NOW) 0.0 $440k 2.9k 153.19
CF Industries Holdings (CF) 0.0 $436k 5.6k 77.34
Mueller Industries (MLI) 0.0 $433k 3.8k 114.80
General Motors Company (GM) 0.0 $432k 5.3k 81.32
NetApp (NTAP) 0.0 $431k 4.0k 107.09
Williams Companies (WMB) 0.0 $428k 7.1k 60.11
Deckers Outdoor Corporation (DECK) 0.0 $426k 4.1k 103.67
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $423k 3.0k 141.06
General Mills (GIS) 0.0 $423k 9.1k 46.50
Astrazeneca Sponsored Adr 0.0 $421k 4.6k 91.93
United Rentals (URI) 0.0 $420k 519.00 809.32
Host Hotels & Resorts (HST) 0.0 $420k 23k 18.08
Metropcs Communications (TMUS) 0.0 $418k 2.1k 203.04
Intel Corporation (INTC) 0.0 $415k 11k 36.90
Godaddy Cl A (GDDY) 0.0 $413k 3.3k 124.08
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $413k 26k 15.86
Vanguard Index Fds Growth Etf (VUG) 0.0 $412k 845.00 488.07
Zoom Communications Cl A (ZM) 0.0 $411k 4.8k 86.29
Hca Holdings (HCA) 0.0 $411k 881.00 466.86
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $410k 16k 25.24
Anthem (ELV) 0.0 $407k 1.2k 350.55
Colgate-Palmolive Company (CL) 0.0 $403k 5.1k 79.02
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $401k 9.0k 44.65
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $400k 7.3k 54.77
Exelon Corporation (EXC) 0.0 $400k 9.2k 43.59
Generac Holdings (GNRC) 0.0 $399k 2.9k 136.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $399k 15k 27.43
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 0.0 $396k 5.5k 71.37
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $390k 4.4k 89.42
United Parcel Service CL B (UPS) 0.0 $390k 3.9k 99.19
MGE Energy (MGEE) 0.0 $389k 5.0k 78.42
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $388k 8.5k 45.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $384k 4.6k 82.82
Gra (GGG) 0.0 $383k 4.7k 81.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $381k 16k 24.04
Shell Spon Ads (SHEL) 0.0 $381k 5.2k 73.48
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $379k 40k 9.43
Qualys (QLYS) 0.0 $374k 2.8k 132.90
Blackstone Group Inc Com Cl A (BX) 0.0 $374k 2.4k 154.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $369k 5.1k 71.62
FedEx Corporation (FDX) 0.0 $367k 1.3k 290.21
Aercap Holdings Nv SHS (AER) 0.0 $366k 2.5k 143.76
Totalenergies Se Act (TTE) 0.0 $363k 5.5k 65.42
Tapestry (TPR) 0.0 $361k 2.8k 127.77
Pinterest Cl A (PINS) 0.0 $357k 14k 25.89
Spotify Technology S A SHS (SPOT) 0.0 $355k 612.00 580.71
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $353k 14k 25.39
Crocs (CROX) 0.0 $348k 4.1k 85.52
Apa Corporation (APA) 0.0 $345k 14k 24.46
CVS Caremark Corporation (CVS) 0.0 $342k 4.3k 79.36
Fiserv (FI) 0.0 $339k 5.1k 67.17
Abercrombie & Fitch Cl A (ANF) 0.0 $337k 2.7k 125.87
Vanguard Index Fds Small Cp Etf (VB) 0.0 $336k 1.3k 257.95
Carlisle Companies (CSL) 0.0 $334k 1.0k 319.86
Regeneron Pharmaceuticals (REGN) 0.0 $333k 432.00 771.87
Core Natural Resources Com Shs (CNR) 0.0 $331k 3.7k 88.51
HSBC HLDGS Spon Adr New (HSBC) 0.0 $330k 4.2k 78.67
Parker-Hannifin Corporation (PH) 0.0 $329k 374.00 878.96
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $328k 1.2k 276.13
Hdfc Bank Sponsored Ads (HDB) 0.0 $327k 8.9k 36.54
Freeport-mcmoran CL B (FCX) 0.0 $326k 6.4k 50.79
Duke Energy Corp Com New (DUK) 0.0 $326k 2.8k 117.21
Edwards Lifesciences (EW) 0.0 $324k 3.8k 85.25
Skyworks Solutions (SWKS) 0.0 $323k 5.1k 63.41
Nike CL B (NKE) 0.0 $323k 5.0k 64.17
Jones Lang LaSalle Incorporated (JLL) 0.0 $322k 956.00 336.47
Verisk Analytics (VRSK) 0.0 $317k 1.4k 223.69
Sony Group Corp Sponsored Adr (SONY) 0.0 $312k 12k 25.60
Hilton Worldwide Holdings (HLT) 0.0 $308k 1.1k 287.25
Owens Corning (OC) 0.0 $304k 2.7k 111.91
Cigna Corp (CI) 0.0 $304k 1.1k 275.23
Simon Property (SPG) 0.0 $302k 1.6k 185.11
Southern Company (SO) 0.0 $301k 3.4k 87.20
Magnolia Oil & Gas Corp Cl A (MGY) 0.0 $299k 14k 21.89
Ecolab (ECL) 0.0 $299k 1.1k 263.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $299k 4.1k 73.56
SLB Com Stk (SLB) 0.0 $299k 7.7k 38.69
Biogen Idec (BIIB) 0.0 $296k 1.7k 175.99
Western Digital (WDC) 0.0 $294k 1.7k 172.27
RPM International (RPM) 0.0 $294k 2.8k 104.00
Ford Motor Company (F) 0.0 $294k 22k 13.12
MercadoLibre (MELI) 0.0 $292k 145.00 2014.26
Travelers Companies (TRV) 0.0 $292k 1.0k 290.06
Coupang Cl A (CPNG) 0.0 $287k 12k 23.59
Otis Worldwide Corp (OTIS) 0.0 $286k 3.3k 87.35
Lockheed Martin Corporation (LMT) 0.0 $285k 590.00 483.67
Cme (CME) 0.0 $282k 1.0k 273.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $280k 2.3k 123.27
Realty Income (O) 0.0 $279k 4.9k 56.64
American Tower Reit (AMT) 0.0 $276k 1.6k 177.51
Deere & Company (DE) 0.0 $275k 589.00 467.19
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $275k 3.4k 82.02
Allstate Corporation (ALL) 0.0 $274k 1.3k 209.58
Autodesk (ADSK) 0.0 $271k 917.00 296.01
Comfort Systems USA (FIX) 0.0 $269k 288.00 933.29
Ameriprise Financial (AMP) 0.0 $269k 548.00 490.34
AmerisourceBergen (COR) 0.0 $268k 794.00 337.75
Toro Company (TTC) 0.0 $268k 3.4k 79.11
Spdr Series Trust State Street Spd (SPTI) 0.0 $268k 9.3k 28.84
Haleon Spon Ads (HLN) 0.0 $267k 26k 10.11
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $265k 12k 21.95
Prologis (PLD) 0.0 $262k 2.1k 127.66
Moody's Corporation (MCO) 0.0 $262k 512.00 510.85
Alliant Energy Corporation (LNT) 0.0 $260k 4.0k 65.01
Trane Technologies SHS (TT) 0.0 $258k 664.00 389.20
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $258k 12k 22.47
Lennar Corp Cl A (LEN) 0.0 $258k 2.5k 102.80
Cal Maine Foods Com New (CALM) 0.0 $257k 3.2k 79.57
Enterprise Products Partners (EPD) 0.0 $257k 8.0k 32.06
Honeywell International (HON) 0.0 $255k 1.3k 195.09
British Amern Tob Sponsored Adr (BTI) 0.0 $254k 4.4k 57.37
Dominion Resources (D) 0.0 $252k 4.3k 58.59
Proshares Tr Shrt Russell2000 (RWM) 0.0 $251k 15k 16.37
Marriott Intl Cl A (MAR) 0.0 $251k 809.00 310.24
Texas Instruments Incorporated (TXN) 0.0 $248k 1.4k 173.49
American Electric Power Company (AEP) 0.0 $248k 2.2k 115.31
Cloudflare Cl A Com (NET) 0.0 $247k 1.3k 197.15
Iqvia Holdings (IQV) 0.0 $247k 1.1k 225.41
Ingersoll Rand (IR) 0.0 $243k 3.1k 79.22
Boston Properties (BXP) 0.0 $243k 3.6k 67.57
Toyota Motor Corp Ads (TM) 0.0 $242k 1.1k 214.06
Qorvo (QRVO) 0.0 $240k 2.8k 84.51
Quanta Services (PWR) 0.0 $239k 567.00 422.06
Halliburton Company (HAL) 0.0 $239k 8.5k 28.26
Vulcan Materials Company (VMC) 0.0 $237k 832.00 285.22
Icon SHS (ICLR) 0.0 $236k 1.3k 182.22
Royal Caribbean Cruises (RCL) 0.0 $235k 840.00 279.92
3M Company (MMM) 0.0 $234k 1.5k 160.10
Doordash Cl A (DASH) 0.0 $233k 1.0k 226.48
Northrop Grumman Corporation (NOC) 0.0 $233k 408.00 570.21
Sea Sponsord Ads (SE) 0.0 $232k 1.8k 127.57
M/a (MTSI) 0.0 $232k 1.4k 171.28
Regal-beloit Corporation (RRX) 0.0 $230k 1.6k 140.67
Monolithic Power Systems (MPWR) 0.0 $230k 253.00 907.92
Valero Energy Corporation (VLO) 0.0 $229k 1.4k 162.79
Howmet Aerospace (HWM) 0.0 $228k 1.1k 205.02
Now (DNOW) 0.0 $226k 17k 13.25
Fortinet (FTNT) 0.0 $224k 2.8k 79.41
American Intl Group Com New (AIG) 0.0 $224k 2.6k 85.55
Cummins (CMI) 0.0 $224k 438.00 510.45
Cbre Group Cl A (CBRE) 0.0 $223k 1.4k 160.79
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $222k 11k 19.74
CRH Ord (CRH) 0.0 $222k 1.8k 124.80
Spdr Series Trust State Street Spd (SDY) 0.0 $221k 1.6k 139.16
L3harris Technologies (LHX) 0.0 $221k 753.00 293.57
W.W. Grainger (GWW) 0.0 $221k 219.00 1009.05
Republic Services (RSG) 0.0 $217k 1.0k 211.93
Smucker J M Com New (SJM) 0.0 $217k 2.2k 97.81
Vanguard Index Fds Value Etf (VTV) 0.0 $215k 1.1k 190.99
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $215k 8.3k 25.76
Warner Bros Discovery Com Ser A (WBD) 0.0 $215k 7.4k 28.82
Eversource Energy (ES) 0.0 $212k 3.2k 67.33
Xylem (XYL) 0.0 $212k 1.6k 136.18
Ciena Corp Com New (CIEN) 0.0 $211k 903.00 233.87
Spdr Series Trust State Street Spd (SPIP) 0.0 $208k 8.0k 25.95
Illinois Tool Works (ITW) 0.0 $207k 836.00 247.91
Snowflake Com Shs (SNOW) 0.0 $206k 939.00 219.36
Emerson Electric (EMR) 0.0 $205k 1.5k 132.72
Icici Bank Adr (IBN) 0.0 $203k 6.8k 29.80
Fidelity National Information Services (FIS) 0.0 $202k 3.0k 66.46
Ishares Msci Pac Jp Etf (EPP) 0.0 $202k 4.0k 50.47
Entergy Corporation (ETR) 0.0 $202k 2.2k 92.43
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $201k 975.00 206.52
Robinhood Mkts Com Cl A (HOOD) 0.0 $201k 1.8k 113.10
Diamondback Energy (FANG) 0.0 $201k 1.3k 150.33
Norfolk Southern (NSC) 0.0 $201k 695.00 288.72
Corning Incorporated (GLW) 0.0 $200k 2.3k 87.56
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $165k 10k 16.10
United Microelectronics Corp Spon Adr New (UMC) 0.0 $164k 21k 7.86
Flowers Foods (FLO) 0.0 $163k 15k 10.88
Banco Santander Sa Adr (SAN) 0.0 $145k 12k 11.73
Transocean Registered Shs (RIG) 0.0 $143k 35k 4.13
Wipro Spon Adr 1 Sh (WIT) 0.0 $138k 49k 2.84
Immuneering Corp Class A Com (IMRX) 0.0 $132k 20k 6.58
Lg Display Spons Adr Rep (LPL) 0.0 $65k 15k 4.21
Baytex Energy Corp (BTE) 0.0 $41k 13k 3.25