Romano Brothers And Company as of June 30, 2025
Portfolio Holdings for Romano Brothers And Company
Romano Brothers And Company holds 308 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 3.2 | $26M | 93k | 275.65 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.2 | $26M | 45k | 568.03 | |
| Abbvie (ABBV) | 2.9 | $24M | 127k | 185.62 | |
| Apple (AAPL) | 2.6 | $21M | 104k | 205.17 | |
| Caci Intl Cl A (CACI) | 2.6 | $21M | 45k | 476.70 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.5 | $20M | 98k | 204.67 | |
| Microsoft Corporation (MSFT) | 2.5 | $20M | 40k | 497.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $19M | 31k | 617.86 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.2 | $18M | 129k | 135.04 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $17M | 40k | 438.40 | |
| Fiserv (FISV) | 1.4 | $12M | 67k | 172.41 | |
| Oracle Corporation (ORCL) | 1.4 | $11M | 50k | 218.63 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $11M | 80k | 133.31 | |
| Cisco Systems (CSCO) | 1.3 | $11M | 153k | 69.38 | |
| International Business Machines (IBM) | 1.2 | $10M | 34k | 294.78 | |
| NVIDIA Corporation (NVDA) | 1.2 | $9.4M | 60k | 157.99 | |
| Duke Energy Corp Com New (DUK) | 1.1 | $9.2M | 78k | 118.00 | |
| Abbott Laboratories (ABT) | 1.1 | $9.2M | 67k | 136.01 | |
| Amazon (AMZN) | 1.1 | $9.1M | 41k | 219.39 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $9.0M | 62k | 146.02 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.1 | $8.7M | 39k | 221.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $8.4M | 48k | 177.39 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $8.1M | 28k | 289.91 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $7.6M | 25k | 303.93 | |
| FedEx Corporation (FDX) | 0.9 | $7.5M | 33k | 227.31 | |
| Ares Capital Corporation (ARCC) | 0.9 | $7.5M | 344k | 21.96 | |
| Digital Realty Trust (DLR) | 0.9 | $7.0M | 40k | 174.33 | |
| Caterpillar (CAT) | 0.8 | $6.6M | 17k | 388.22 | |
| Omega Healthcare Investors (OHI) | 0.8 | $6.2M | 168k | 36.65 | |
| Eaton Corp SHS (ETN) | 0.8 | $6.1M | 17k | 356.99 | |
| Applied Industrial Technologies (AIT) | 0.7 | $6.0M | 26k | 232.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.0M | 34k | 176.23 | |
| United Parcel Service CL B (UPS) | 0.7 | $5.9M | 58k | 100.94 | |
| Bank Of Montreal Cadcom (BMO) | 0.7 | $5.6M | 51k | 110.63 | |
| Amgen (AMGN) | 0.7 | $5.6M | 20k | 279.21 | |
| Honeywell International (HON) | 0.7 | $5.6M | 24k | 232.88 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $5.5M | 51k | 109.29 | |
| Costco Wholesale Corporation (COST) | 0.7 | $5.5M | 5.6k | 989.94 | |
| Johnson & Johnson (JNJ) | 0.7 | $5.4M | 36k | 152.75 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $5.4M | 12k | 467.82 | |
| Qualcomm (QCOM) | 0.7 | $5.3M | 33k | 159.26 | |
| Waste Management (WM) | 0.6 | $5.3M | 23k | 228.82 | |
| At&t (T) | 0.6 | $5.2M | 181k | 28.94 | |
| Verizon Communications (VZ) | 0.6 | $5.2M | 121k | 43.27 | |
| Illinois Tool Works (ITW) | 0.6 | $5.1M | 21k | 247.25 | |
| CVS Caremark Corporation (CVS) | 0.6 | $5.1M | 73k | 68.98 | |
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $5.0M | 16k | 320.11 | |
| Eli Lilly & Co. (LLY) | 0.6 | $4.7M | 6.0k | 779.59 | |
| Pepsi (PEP) | 0.6 | $4.7M | 36k | 132.04 | |
| Air Products & Chemicals (APD) | 0.6 | $4.6M | 16k | 282.06 | |
| American Electric Power Company (AEP) | 0.5 | $4.4M | 43k | 103.76 | |
| Citigroup Com New (C) | 0.5 | $4.4M | 51k | 85.12 | |
| Paypal Holdings (PYPL) | 0.5 | $4.3M | 58k | 74.32 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.2M | 6.7k | 620.90 | |
| Chubb (CB) | 0.5 | $4.2M | 14k | 289.72 | |
| L3harris Technologies (LHX) | 0.5 | $4.1M | 16k | 250.84 | |
| Deere & Company (DE) | 0.5 | $4.1M | 8.0k | 508.48 | |
| MetLife (MET) | 0.5 | $4.1M | 50k | 80.42 | |
| Global Payments (GPN) | 0.5 | $3.9M | 49k | 80.04 | |
| Williams-Sonoma (WSM) | 0.5 | $3.9M | 24k | 163.37 | |
| Enbridge (ENB) | 0.5 | $3.9M | 86k | 45.32 | |
| Welltower Inc Com reit (WELL) | 0.5 | $3.8M | 25k | 153.73 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $3.7M | 20k | 181.74 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $3.6M | 18k | 207.62 | |
| Travelers Companies (TRV) | 0.4 | $3.6M | 14k | 267.54 | |
| Procter & Gamble Company (PG) | 0.4 | $3.6M | 23k | 159.32 | |
| Labcorp Holdings Com Shs (LH) | 0.4 | $3.6M | 14k | 262.51 | |
| Bristol Myers Squibb (BMY) | 0.4 | $3.3M | 72k | 46.29 | |
| Cummins (CMI) | 0.4 | $3.3M | 10k | 327.52 | |
| McDonald's Corporation (MCD) | 0.4 | $3.3M | 11k | 292.18 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $3.3M | 5.8k | 566.48 | |
| Wp Carey (WPC) | 0.4 | $3.2M | 52k | 62.40 | |
| Icon SHS (ICLR) | 0.4 | $3.1M | 21k | 145.45 | |
| Applied Materials (AMAT) | 0.4 | $3.1M | 17k | 183.07 | |
| Visa Com Cl A (V) | 0.4 | $3.0M | 8.6k | 355.05 | |
| Home Depot (HD) | 0.4 | $3.0M | 8.2k | 366.64 | |
| Medtronic SHS (MDT) | 0.4 | $3.0M | 34k | 87.17 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.4 | $3.0M | 72k | 41.58 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $3.0M | 21k | 144.33 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.4 | $2.9M | 66k | 44.33 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $2.9M | 30k | 97.34 | |
| Meta Platforms Cl A (META) | 0.3 | $2.8M | 3.8k | 738.09 | |
| Nextera Energy (NEE) | 0.3 | $2.8M | 40k | 69.42 | |
| Starbucks Corporation (SBUX) | 0.3 | $2.7M | 29k | 91.63 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $2.6M | 34k | 78.03 | |
| Eastman Chemical Company (EMN) | 0.3 | $2.6M | 34k | 74.66 | |
| Chesapeake Energy Corp (EXE) | 0.3 | $2.5M | 22k | 116.94 | |
| Servicenow (NOW) | 0.3 | $2.5M | 2.4k | 1028.08 | |
| Centene Corporation (CNC) | 0.3 | $2.5M | 45k | 54.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.4M | 5.0k | 485.77 | |
| Trane Technologies SHS (TT) | 0.3 | $2.4M | 5.5k | 437.41 | |
| Becton, Dickinson and (BDX) | 0.3 | $2.4M | 14k | 172.25 | |
| Schlumberger Com Stk (SLB) | 0.3 | $2.3M | 69k | 33.80 | |
| Pinnacle West Capital Corporation (PNW) | 0.3 | $2.3M | 26k | 89.47 | |
| Genuine Parts Company (GPC) | 0.3 | $2.3M | 19k | 121.31 | |
| Cardinal Health (CAH) | 0.3 | $2.3M | 14k | 168.00 | |
| Merck & Co (MRK) | 0.3 | $2.2M | 28k | 79.16 | |
| Aon Shs Cl A (AON) | 0.3 | $2.2M | 6.2k | 356.78 | |
| Carlisle Companies (CSL) | 0.3 | $2.2M | 5.9k | 373.40 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.2M | 20k | 107.80 | |
| Chevron Corporation (CVX) | 0.3 | $2.1M | 15k | 143.19 | |
| Norfolk Southern (NSC) | 0.3 | $2.1M | 8.3k | 255.97 | |
| Netflix (NFLX) | 0.3 | $2.1M | 1.6k | 1339.13 | |
| DaVita (DVA) | 0.3 | $2.1M | 15k | 142.45 | |
| Corning Incorporated (GLW) | 0.3 | $2.1M | 40k | 52.59 | |
| Cigna Corp (CI) | 0.3 | $2.0M | 6.2k | 330.58 | |
| Blackrock (BLK) | 0.3 | $2.0M | 1.9k | 1049.25 | |
| Gilead Sciences (GILD) | 0.2 | $2.0M | 18k | 110.87 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.9M | 6.4k | 298.89 | |
| Uber Technologies (UBER) | 0.2 | $1.9M | 21k | 93.30 | |
| Entergy Corporation (ETR) | 0.2 | $1.9M | 23k | 83.12 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.9M | 13k | 141.90 | |
| Boeing Company (BA) | 0.2 | $1.8M | 8.7k | 209.53 | |
| Pfizer (PFE) | 0.2 | $1.8M | 76k | 24.24 | |
| TJX Companies (TJX) | 0.2 | $1.8M | 15k | 123.49 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.8M | 6.4k | 279.85 | |
| Clorox Company (CLX) | 0.2 | $1.7M | 14k | 120.07 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $1.7M | 10k | 166.11 | |
| AutoZone (AZO) | 0.2 | $1.7M | 458.00 | 3712.23 | |
| Emerson Electric (EMR) | 0.2 | $1.7M | 13k | 133.33 | |
| EOG Resources (EOG) | 0.2 | $1.7M | 14k | 119.61 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.6M | 13k | 128.92 | |
| Target Corporation (TGT) | 0.2 | $1.6M | 16k | 98.65 | |
| Southern Company (SO) | 0.2 | $1.6M | 17k | 91.83 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.6M | 16k | 97.78 | |
| 3M Company (MMM) | 0.2 | $1.6M | 10k | 152.24 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.5M | 6.3k | 236.98 | |
| Donaldson Company (DCI) | 0.2 | $1.4M | 21k | 69.35 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $1.4M | 14k | 101.23 | |
| Itt (ITT) | 0.2 | $1.4M | 8.7k | 156.83 | |
| Fastenal Company (FAST) | 0.2 | $1.3M | 32k | 42.00 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.3M | 2.4k | 551.70 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.3M | 10k | 132.81 | |
| Stepan Company (SCL) | 0.2 | $1.3M | 24k | 54.58 | |
| Palo Alto Networks (PANW) | 0.2 | $1.3M | 6.3k | 204.64 | |
| Western Digital (WDC) | 0.2 | $1.3M | 20k | 63.99 | |
| Draftkings Com Cl A (DKNG) | 0.2 | $1.3M | 30k | 42.89 | |
| Philip Morris International (PM) | 0.2 | $1.3M | 7.0k | 182.14 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.3M | 4.2k | 304.83 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.3M | 15k | 83.48 | |
| Carrier Global Corporation (CARR) | 0.2 | $1.2M | 17k | 73.19 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.2M | 1.5k | 801.39 | |
| International Paper Company (IP) | 0.1 | $1.2M | 25k | 46.83 | |
| Kroger (KR) | 0.1 | $1.2M | 16k | 71.73 | |
| Generac Holdings (GNRC) | 0.1 | $1.2M | 8.2k | 143.21 | |
| Concentra Group Holdings Par Common Stock (CON) | 0.1 | $1.1M | 56k | 20.57 | |
| Fifth Third Ban (FITB) | 0.1 | $1.1M | 28k | 41.13 | |
| Lowe's Companies (LOW) | 0.1 | $1.1M | 5.1k | 221.87 | |
| Dow (DOW) | 0.1 | $1.1M | 42k | 26.48 | |
| Cdw (CDW) | 0.1 | $1.1M | 6.2k | 178.59 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | 16k | 70.75 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.1M | 12k | 92.18 | |
| Walt Disney Company (DIS) | 0.1 | $1.1M | 8.5k | 124.02 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.0M | 34k | 30.68 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.0M | 4.4k | 230.08 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.0M | 8.6k | 117.17 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $997k | 8.6k | 116.16 | |
| Linde SHS (LIN) | 0.1 | $991k | 2.1k | 469.18 | |
| Constellation Energy (CEG) | 0.1 | $990k | 3.1k | 322.76 | |
| salesforce (CRM) | 0.1 | $981k | 3.6k | 272.69 | |
| Ultra Clean Holdings (UCTT) | 0.1 | $978k | 43k | 22.57 | |
| Public Storage (PSA) | 0.1 | $977k | 3.3k | 293.42 | |
| Allstate Corporation (ALL) | 0.1 | $970k | 4.8k | 201.31 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $968k | 9.3k | 104.48 | |
| Stanley Black & Decker (SWK) | 0.1 | $963k | 14k | 67.75 | |
| Toast Cl A (TOST) | 0.1 | $952k | 22k | 44.29 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $944k | 2.1k | 440.59 | |
| Packaging Corporation of America (PKG) | 0.1 | $923k | 4.9k | 188.45 | |
| ConAgra Foods (CAG) | 0.1 | $922k | 45k | 20.47 | |
| Capital One Financial (COF) | 0.1 | $916k | 4.3k | 212.76 | |
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $912k | 12k | 74.41 | |
| Cintas Corporation (CTAS) | 0.1 | $905k | 4.1k | 222.87 | |
| Automatic Data Processing (ADP) | 0.1 | $888k | 2.9k | 308.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $880k | 3.9k | 226.49 | |
| ConocoPhillips (COP) | 0.1 | $874k | 9.7k | 89.74 | |
| Wec Energy Group (WEC) | 0.1 | $855k | 8.2k | 104.20 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $852k | 7.0k | 121.01 | |
| United Rentals (URI) | 0.1 | $840k | 1.1k | 753.40 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $836k | 15k | 57.01 | |
| Citizens Financial (CFG) | 0.1 | $835k | 19k | 44.75 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $833k | 2.2k | 386.88 | |
| UnitedHealth (UNH) | 0.1 | $810k | 2.6k | 311.97 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $807k | 15k | 55.10 | |
| Zimmer Holdings (ZBH) | 0.1 | $778k | 8.5k | 91.21 | |
| Lamb Weston Hldgs (LW) | 0.1 | $768k | 15k | 51.85 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $757k | 8.5k | 89.39 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $749k | 5.7k | 132.14 | |
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $717k | 2.0k | 362.32 | |
| Micron Technology (MU) | 0.1 | $704k | 5.7k | 123.25 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $701k | 7.1k | 99.02 | |
| Goldman Sachs (GS) | 0.1 | $695k | 982.00 | 707.75 | |
| Northern Trust Corporation (NTRS) | 0.1 | $691k | 5.5k | 126.79 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $684k | 31k | 21.98 | |
| Realty Income (O) | 0.1 | $684k | 12k | 57.61 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $682k | 15k | 45.29 | |
| Blackrock Tcp Cap Corp (TCPC) | 0.1 | $675k | 88k | 7.70 | |
| Tesla Motors (TSLA) | 0.1 | $667k | 2.1k | 317.66 | |
| Altria (MO) | 0.1 | $663k | 11k | 58.63 | |
| Zoetis Cl A (ZTS) | 0.1 | $639k | 4.1k | 155.95 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $638k | 8.2k | 77.50 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $625k | 1.5k | 405.46 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $618k | 10k | 62.02 | |
| Enterprise Products Partners (EPD) | 0.1 | $610k | 20k | 31.01 | |
| Sixth Street Specialty Lending (TSLX) | 0.1 | $601k | 25k | 23.86 | |
| Valero Energy Corporation (VLO) | 0.1 | $591k | 4.4k | 134.42 | |
| Peak (DOC) | 0.1 | $588k | 34k | 17.51 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $580k | 32k | 18.13 | |
| Xylem (XYL) | 0.1 | $572k | 4.4k | 129.36 | |
| SYSCO Corporation (SYY) | 0.1 | $560k | 7.4k | 75.74 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $539k | 6.7k | 80.97 | |
| Select Medical Holdings Corporation (SEM) | 0.1 | $537k | 35k | 15.18 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $537k | 1.1k | 509.31 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $532k | 11k | 49.46 | |
| Intel Corporation (INTC) | 0.1 | $518k | 23k | 22.40 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $509k | 7.5k | 67.44 | |
| Baxter International (BAX) | 0.1 | $501k | 17k | 30.28 | |
| Principal Financial (PFG) | 0.1 | $491k | 6.2k | 79.43 | |
| Xcel Energy (XEL) | 0.1 | $485k | 7.1k | 68.10 | |
| General Mills (GIS) | 0.1 | $485k | 9.4k | 51.81 | |
| Edwards Lifesciences (EW) | 0.1 | $483k | 6.2k | 78.21 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $477k | 1.1k | 424.58 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $475k | 874.00 | 543.41 | |
| Stryker Corporation (SYK) | 0.1 | $464k | 1.2k | 395.63 | |
| Shell Spon Ads (SHEL) | 0.1 | $461k | 6.6k | 70.41 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $460k | 8.8k | 52.37 | |
| W.W. Grainger (GWW) | 0.1 | $458k | 440.00 | 1040.24 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $454k | 1.8k | 253.23 | |
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $450k | 4.1k | 110.42 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $450k | 3.0k | 149.58 | |
| Ingersoll Rand (IR) | 0.1 | $450k | 5.4k | 83.18 | |
| Equitable Holdings (EQH) | 0.1 | $447k | 8.0k | 56.10 | |
| Darden Restaurants (DRI) | 0.1 | $441k | 2.0k | 217.97 | |
| Paychex (PAYX) | 0.1 | $437k | 3.0k | 145.46 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $435k | 5.9k | 73.47 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $433k | 6.0k | 72.82 | |
| Nike CL B (NKE) | 0.1 | $413k | 5.8k | 71.04 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $412k | 5.3k | 77.31 | |
| Bank of America Corporation (BAC) | 0.1 | $407k | 8.6k | 47.32 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $405k | 6.3k | 63.94 | |
| Us Bancorp Del Com New (USB) | 0.1 | $405k | 8.9k | 45.25 | |
| Anthem (ELV) | 0.0 | $403k | 1.0k | 388.96 | |
| Howmet Aerospace (HWM) | 0.0 | $402k | 2.2k | 186.13 | |
| Danaher Corporation (DHR) | 0.0 | $396k | 2.0k | 197.54 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $393k | 563.00 | 698.47 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $387k | 1.3k | 304.35 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $383k | 1.8k | 219.00 | |
| Dover Corporation (DOV) | 0.0 | $373k | 2.0k | 183.23 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $373k | 15k | 24.44 | |
| Skyworks Solutions (SWKS) | 0.0 | $369k | 4.9k | 74.52 | |
| Spdr Series Trust Portfolio S&p500 (SPYM) | 0.0 | $367k | 5.0k | 72.69 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $363k | 4.0k | 91.24 | |
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $357k | 3.9k | 92.34 | |
| Exelon Corporation (EXC) | 0.0 | $354k | 8.1k | 43.42 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $344k | 6.5k | 52.78 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $342k | 3.4k | 99.20 | |
| Prologis (PLD) | 0.0 | $341k | 3.2k | 105.12 | |
| Insight Enterprises (NSIT) | 0.0 | $338k | 2.5k | 138.08 | |
| S&p Global (SPGI) | 0.0 | $338k | 641.00 | 527.29 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $337k | 4.9k | 69.02 | |
| Wells Fargo & Company (WFC) | 0.0 | $337k | 4.2k | 80.12 | |
| DTE Energy Company (DTE) | 0.0 | $333k | 2.5k | 132.45 | |
| National Retail Properties (NNN) | 0.0 | $324k | 7.5k | 43.18 | |
| American Water Works (AWK) | 0.0 | $323k | 2.3k | 139.11 | |
| Kellogg Company (K) | 0.0 | $320k | 4.0k | 79.53 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $317k | 8.8k | 35.84 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $316k | 3.9k | 81.66 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $310k | 2.3k | 135.73 | |
| General Dynamics Corporation (GD) | 0.0 | $308k | 1.1k | 291.66 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $295k | 2.4k | 123.58 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $294k | 11k | 28.05 | |
| Prudential Financial (PRU) | 0.0 | $294k | 2.7k | 107.44 | |
| Sandisk Corp (SNDK) | 0.0 | $292k | 6.4k | 45.35 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $291k | 1.6k | 176.74 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $291k | 1.5k | 195.01 | |
| Ge Aerospace Com New (GE) | 0.0 | $289k | 1.1k | 257.39 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $279k | 1.3k | 215.79 | |
| Corteva (CTVA) | 0.0 | $277k | 3.7k | 74.52 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $277k | 4.0k | 69.09 | |
| Advance Auto Parts (AAP) | 0.0 | $274k | 5.9k | 46.49 | |
| Littelfuse (LFUS) | 0.0 | $272k | 1.2k | 226.73 | |
| Nasdaq Omx (NDAQ) | 0.0 | $268k | 3.0k | 89.42 | |
| Cme (CME) | 0.0 | $268k | 972.00 | 275.62 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $265k | 572.00 | 463.14 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $263k | 1.3k | 195.39 | |
| Smucker J M Com New (SJM) | 0.0 | $259k | 2.6k | 98.20 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $258k | 1.9k | 134.79 | |
| Allegion Ord Shs (ALLE) | 0.0 | $252k | 1.8k | 144.12 | |
| Amdocs SHS (DOX) | 0.0 | $246k | 2.7k | 91.24 | |
| McKesson Corporation (MCK) | 0.0 | $246k | 336.00 | 732.78 | |
| EnPro Industries (NPO) | 0.0 | $245k | 1.3k | 191.55 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $237k | 6.6k | 35.69 | |
| F.N.B. Corporation (FNB) | 0.0 | $236k | 16k | 14.58 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $236k | 672.00 | 350.49 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $224k | 1.4k | 157.76 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $221k | 4.3k | 51.36 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $218k | 2.4k | 91.97 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $217k | 1.6k | 136.32 | |
| Ameren Corporation (AEE) | 0.0 | $213k | 2.2k | 96.04 | |
| Tractor Supply Company (TSCO) | 0.0 | $211k | 4.0k | 52.77 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $206k | 170.00 | 1213.00 | |
| State Street Corporation (STT) | 0.0 | $205k | 1.9k | 106.34 | |
| MKS Instruments (MKSI) | 0.0 | $204k | 2.1k | 99.36 | |
| Hartford Financial Services (HIG) | 0.0 | $204k | 1.6k | 126.87 | |
| AmerisourceBergen (COR) | 0.0 | $202k | 675.00 | 299.85 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $202k | 2.3k | 89.06 | |
| General Motors Company (GM) | 0.0 | $201k | 4.1k | 49.21 | |
| Golub Capital BDC (GBDC) | 0.0 | $178k | 12k | 14.65 | |
| Walgreen Boots Alliance | 0.0 | $117k | 10k | 11.48 |