S.A. Mason as of June 30, 2024
Portfolio Holdings for S.A. Mason
S.A. Mason holds 319 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
NVIDIA Corporation (NVDA) | 6.3 | $11M | 89k | 123.54 | |
Microsoft Corporation (MSFT) | 4.1 | $7.2M | 16k | 446.95 | |
Vanguard Total Stock Market ETF Etf (VTI) | 4.0 | $7.1M | 27k | 267.51 | |
iShares Core S&P 500 ETF Etf (IVV) | 3.3 | $5.8M | 11k | 547.23 | |
SPDR S&P 500 ETF Trust Etf (SPY) | 3.0 | $5.2M | 9.6k | 544.22 | |
Apple (AAPL) | 2.7 | $4.8M | 23k | 210.62 | |
Vanguard Mid-Cap ETF Etf (VO) | 2.5 | $4.4M | 18k | 242.10 | |
Costco Wholesale Corporation (COST) | 2.5 | $4.3M | 5.1k | 849.99 | |
Vanguard Small-Cap ETF Etf (VB) | 2.3 | $4.0M | 19k | 218.04 | |
Intuit (INTU) | 2.0 | $3.5M | 5.4k | 657.25 | |
Procter & Gamble Company (PG) | 1.3 | $2.3M | 14k | 164.92 | |
MasterCard Incorporated (MA) | 1.3 | $2.3M | 5.2k | 441.20 | |
Vanguard S&P 500 ETF Etf (VOO) | 1.3 | $2.2M | 4.5k | 500.13 | |
Abbvie (ABBV) | 1.2 | $2.2M | 13k | 171.52 | |
Amgen (AMGN) | 1.1 | $2.0M | 6.4k | 312.44 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $1.9M | 11k | 182.16 | |
TJX Companies (TJX) | 1.1 | $1.9M | 18k | 110.10 | |
Strive 500 ETF Etf (STRV) | 1.1 | $1.9M | 54k | 34.97 | |
Vanguard Large-Cap ETF Etf (VV) | 1.0 | $1.8M | 7.2k | 249.62 | |
O'reilly Automotive (ORLY) | 1.0 | $1.8M | 1.7k | 1056.06 | |
Eli Lilly & Co. (LLY) | 1.0 | $1.8M | 1.9k | 905.38 | |
Pepsi (PEP) | 0.9 | $1.6M | 9.8k | 164.93 | |
iShares Russell 1000 Growth ET Etf (IWF) | 0.9 | $1.6M | 4.3k | 364.51 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $1.6M | 2.8k | 555.54 | |
Vanguard Short-Term Inflation- Etf (VTIP) | 0.9 | $1.5M | 32k | 48.54 | |
SPDR Portfolio S&P 400 Mid Cap Etf (SPMD) | 0.8 | $1.5M | 29k | 51.30 | |
Schwab US Broad Market ETF Etf (SCHB) | 0.8 | $1.5M | 23k | 62.87 | |
Berkshire Hathaway (BRK.B) | 0.8 | $1.4M | 3.5k | 406.80 | |
Chevron Corporation (CVX) | 0.8 | $1.4M | 9.0k | 156.42 | |
SPDR Gold Shares Etf (GLD) | 0.8 | $1.4M | 6.5k | 215.01 | |
Novo Nordisk A/S Adr (NVO) | 0.8 | $1.4M | 9.6k | 142.74 | |
Accenture (ACN) | 0.8 | $1.3M | 4.4k | 303.41 | |
Visa (V) | 0.7 | $1.2M | 4.7k | 262.46 | |
American Express Company (AXP) | 0.7 | $1.2M | 5.3k | 231.55 | |
General Electric (GE) | 0.7 | $1.2M | 7.7k | 158.97 | |
Abbott Laboratories (ABT) | 0.7 | $1.2M | 12k | 103.91 | |
Schwab U.S. Mid-Cap ETF Etf (SCHM) | 0.7 | $1.2M | 16k | 77.83 | |
iShares Gold Trust Etf (IAU) | 0.7 | $1.2M | 27k | 43.93 | |
Home Depot (HD) | 0.7 | $1.2M | 3.4k | 344.24 | |
Rollins (ROL) | 0.6 | $1.1M | 23k | 48.79 | |
Johnson & Johnson (JNJ) | 0.6 | $1.1M | 7.4k | 146.16 | |
Oracle Corporation (ORCL) | 0.6 | $1.1M | 7.7k | 141.21 | |
Stryker Corporation (SYK) | 0.6 | $1.1M | 3.2k | 340.26 | |
iShares Core S&P Mid-Cap ETF Etf (IJH) | 0.6 | $1.1M | 18k | 58.52 | |
Cigna Corp (CI) | 0.6 | $968k | 2.9k | 330.51 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $962k | 5.2k | 183.42 | |
Paychex (PAYX) | 0.5 | $951k | 8.0k | 118.56 | |
Invesco QQQ Trust Series 1 Etf (QQQ) | 0.5 | $893k | 1.9k | 479.11 | |
Lowe's Companies (LOW) | 0.5 | $885k | 4.0k | 220.46 | |
Gentex Corporation (GNTX) | 0.5 | $851k | 25k | 33.71 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $847k | 6.1k | 138.20 | |
Schwab US Small-Cap ETF Etf (SCHA) | 0.5 | $846k | 18k | 47.45 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $840k | 4.2k | 202.26 | |
Wal-Mart Stores (WMT) | 0.5 | $834k | 12k | 67.71 | |
Boeing Company (BA) | 0.5 | $827k | 4.5k | 182.01 | |
Nextera Energy (NEE) | 0.5 | $815k | 12k | 70.81 | |
iShares Morningstar Mid-Cap ET Etf (IMCB) | 0.5 | $812k | 12k | 70.09 | |
Invesco BuyBack Achievers ETF Etf (PKW) | 0.4 | $782k | 7.5k | 103.90 | |
Exxon Mobil Corporation (XOM) | 0.4 | $776k | 6.7k | 115.13 | |
McDonald's Corporation (MCD) | 0.4 | $769k | 3.0k | 254.86 | |
Facebook Inc cl a (META) | 0.4 | $744k | 1.5k | 504.22 | |
Merck & Co (MRK) | 0.4 | $743k | 6.0k | 123.81 | |
Vanguard Growth ETF Etf (VUG) | 0.4 | $721k | 1.9k | 374.01 | |
Zoetis Inc Cl A (ZTS) | 0.4 | $693k | 4.0k | 173.35 | |
Raytheon Technologies Corp (RTX) | 0.4 | $692k | 6.9k | 100.40 | |
Vanguard Tax-Exempt Bond Index Etf (VTEB) | 0.4 | $690k | 14k | 50.11 | |
Amazon (AMZN) | 0.4 | $669k | 3.5k | 193.25 | |
Bank of America Corporation (BAC) | 0.4 | $664k | 17k | 39.77 | |
Phillips 66 (PSX) | 0.4 | $646k | 4.6k | 141.17 | |
Toro Company (TTC) | 0.4 | $638k | 6.8k | 93.51 | |
Nestle S A Reg B Adr (NSRGY) | 0.4 | $629k | 6.1k | 102.45 | |
Vanguard FTSE Developed Market Etf (VEA) | 0.4 | $629k | 13k | 49.42 | |
Emerson Electric (EMR) | 0.4 | $625k | 5.7k | 110.16 | |
Xylem (XYL) | 0.4 | $623k | 4.6k | 135.63 | |
Marathon Oil Corporation (MRO) | 0.3 | $607k | 21k | 28.67 | |
Norfolk Southern (NSC) | 0.3 | $580k | 2.7k | 214.69 | |
Automatic Data Processing (ADP) | 0.3 | $580k | 2.4k | 238.69 | |
Palantir Technologies (PLTR) | 0.3 | $573k | 23k | 25.33 | |
Vanguard Dividend Appreciation Etf (VIG) | 0.3 | $569k | 3.1k | 182.54 | |
Steelcase (SCS) | 0.3 | $568k | 44k | 12.96 | |
United Parcel Service (UPS) | 0.3 | $549k | 4.0k | 136.85 | |
Coca-Cola Company (KO) | 0.3 | $532k | 8.4k | 63.65 | |
McKesson Corporation (MCK) | 0.3 | $526k | 900.00 | 584.04 | |
Vanguard Mid-Cap Value ETF Etf (VOE) | 0.3 | $524k | 3.5k | 150.43 | |
General Dynamics Corporation (GD) | 0.3 | $522k | 1.8k | 290.14 | |
Parker-Hannifin Corporation (PH) | 0.3 | $511k | 1.0k | 505.81 | |
Cisco Systems (CSCO) | 0.3 | $500k | 11k | 47.51 | |
WisdomTree US SmallCap Fund Etf (EES) | 0.3 | $493k | 11k | 47.13 | |
Nike (NKE) | 0.3 | $487k | 6.5k | 75.37 | |
Vanguard Real Estate ETF Etf (VNQ) | 0.3 | $483k | 5.8k | 83.76 | |
Vanguard High Dividend Yield E Etf (VYM) | 0.3 | $477k | 4.0k | 118.59 | |
Barrick Gold Corp (GOLD) | 0.3 | $476k | 29k | 16.68 | |
Mondelez Int (MDLZ) | 0.3 | $476k | 7.3k | 65.44 | |
DFA Tax-Managed US Small Cap Etf (DFAS) | 0.3 | $459k | 7.6k | 60.08 | |
Vanguard Total International S Etf (VXUS) | 0.2 | $432k | 7.2k | 60.30 | |
Novartis Adr (NVS) | 0.2 | $430k | 4.0k | 106.46 | |
Wells Fargo & Company (WFC) | 0.2 | $422k | 7.1k | 59.39 | |
WisdomTree US MidCap Fund Etf (EZM) | 0.2 | $409k | 7.1k | 57.79 | |
Labcorp Holdings (LH) | 0.2 | $407k | 2.0k | 203.51 | |
EOG Resources (EOG) | 0.2 | $405k | 3.2k | 125.87 | |
Vanguard FTSE All-World ex-US Etf (VEU) | 0.2 | $403k | 6.9k | 58.64 | |
Intel Corporation (INTC) | 0.2 | $400k | 13k | 30.97 | |
iShares TIPS Bond ETF Etf (TIP) | 0.2 | $396k | 3.7k | 106.78 | |
Caterpillar (CAT) | 0.2 | $395k | 1.2k | 333.10 | |
J.M. Smucker Company (SJM) | 0.2 | $391k | 3.6k | 109.04 | |
Carrier Global Corporation (CARR) | 0.2 | $381k | 6.0k | 63.08 | |
Vanguard Total Bond Market ETF Etf (BND) | 0.2 | $380k | 5.3k | 72.05 | |
SPDR S&P MidCap 400 ETF Trust Etf (MDY) | 0.2 | $378k | 706.00 | 535.08 | |
Shift4 Payments Cl A Ord (FOUR) | 0.2 | $374k | 5.1k | 73.35 | |
ProShares S&P MidCap 400 Dividend Aristocrats Etf (REGL) | 0.2 | $367k | 5.0k | 73.61 | |
Vanguard Short-Term Bond ETF Etf (BSV) | 0.2 | $359k | 4.7k | 76.70 | |
Vanguard Small-Cap Growth ETF Etf (VBK) | 0.2 | $359k | 1.4k | 250.13 | |
Garmin Adr (GRMN) | 0.2 | $350k | 2.2k | 162.92 | |
iShares Silver Trust Etf (SLV) | 0.2 | $348k | 13k | 26.57 | |
Sprott Physical Gold Trust Etf (PHYS) | 0.2 | $347k | 19k | 18.06 | |
Ford Motor Company (F) | 0.2 | $345k | 28k | 12.54 | |
Invesco S&P Smallcap 600 Reven Etf (RWJ) | 0.2 | $339k | 8.5k | 40.07 | |
Ge Vernova (GEV) | 0.2 | $335k | 2.0k | 171.51 | |
iShares Core S&P Small-Cap ETF Etf (IJR) | 0.2 | $334k | 3.1k | 106.66 | |
Vanguard Value ETF Etf (VTV) | 0.2 | $333k | 2.1k | 160.41 | |
Invesco S&P MidCap 400 Pure Va Etf (RFV) | 0.2 | $331k | 3.0k | 111.71 | |
Fastenal Company (FAST) | 0.2 | $331k | 5.3k | 62.84 | |
iShares MSCI EAFE ETF Etf (EFA) | 0.2 | $331k | 4.2k | 78.33 | |
iShares Russell 2000 ETF Etf (IWM) | 0.2 | $321k | 1.6k | 202.89 | |
Colgate-Palmolive Company (CL) | 0.2 | $318k | 3.3k | 97.03 | |
Yum! Brands (YUM) | 0.2 | $318k | 2.4k | 132.46 | |
Becton, Dickinson and (BDX) | 0.2 | $316k | 1.4k | 233.71 | |
Deere & Company (DE) | 0.2 | $306k | 820.00 | 373.63 | |
ProShares S&P 500 Dividend Ari Etf (NOBL) | 0.2 | $306k | 3.2k | 96.13 | |
Dollar Tree (DLTR) | 0.2 | $298k | 2.8k | 106.77 | |
Xtrackers MSCI EAFE Hedged Equ Etf (DBEF) | 0.2 | $297k | 7.2k | 41.44 | |
Danaher Corporation (DHR) | 0.2 | $291k | 1.2k | 249.85 | |
Cummins (CMI) | 0.2 | $291k | 1.1k | 276.93 | |
Ross Stores (ROST) | 0.2 | $291k | 2.0k | 145.32 | |
iShares Russell 1000 ETF Etf (IWB) | 0.2 | $290k | 975.00 | 297.54 | |
Cintas Corporation (CTAS) | 0.2 | $289k | 412.00 | 700.26 | |
Otis Worldwide Corp (OTIS) | 0.2 | $288k | 3.0k | 96.28 | |
Verizon Communications (VZ) | 0.2 | $284k | 6.9k | 41.24 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $260k | 1.9k | 136.88 | |
Vanguard Intermediate-Term Bon Etf (BIV) | 0.1 | $260k | 3.5k | 74.89 | |
Target Corporation (TGT) | 0.1 | $252k | 1.7k | 148.04 | |
Illinois Tool Works (ITW) | 0.1 | $242k | 1.0k | 236.96 | |
Air Products & Chemicals (APD) | 0.1 | $241k | 932.00 | 258.05 | |
Tesla Motors (TSLA) | 0.1 | $240k | 1.2k | 197.88 | |
Enterprise Products Partners (EPD) | 0.1 | $239k | 8.3k | 28.98 | |
Pfizer (PFE) | 0.1 | $236k | 8.4k | 27.98 | |
Eaton (ETN) | 0.1 | $235k | 750.00 | 313.55 | |
Macatawa Bank Corporation (MCBC) | 0.1 | $235k | 16k | 14.60 | |
Pacer US Small Cap Cash Cows 100 ETF Etf (CALF) | 0.1 | $231k | 5.3k | 43.56 | |
Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.1 | $230k | 1.0k | 229.56 | |
Public Storage (PSA) | 0.1 | $229k | 795.00 | 287.65 | |
3M Company (MMM) | 0.1 | $226k | 2.2k | 102.19 | |
Walt Disney Company (DIS) | 0.1 | $224k | 2.3k | 99.29 | |
iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $223k | 1.3k | 174.47 | |
Qualcomm (QCOM) | 0.1 | $219k | 1.1k | 199.18 | |
Envestnet (ENV) | 0.1 | $219k | 3.5k | 62.59 | |
Unilever Adr (UL) | 0.1 | $214k | 3.9k | 54.99 | |
Thermo Fisher Scientific (TMO) | 0.1 | $214k | 386.00 | 553.00 | |
Tractor Supply Company (TSCO) | 0.1 | $211k | 780.00 | 270.00 | |
Intuitive Surgical (ISRG) | 0.1 | $207k | 465.00 | 444.85 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $206k | 3.3k | 63.03 | |
Broadcom (AVGO) | 0.1 | $204k | 127.00 | 1605.53 | |
Itt (ITT) | 0.1 | $204k | 1.6k | 129.18 | |
Northrop Grumman Corporation (NOC) | 0.1 | $198k | 455.00 | 435.95 | |
iShares Russell 2000 Value ETF Etf (IWN) | 0.1 | $192k | 1.3k | 152.30 | |
Goldman Sachs Physical Gold ET Etf (AAAU) | 0.1 | $185k | 8.0k | 23.00 | |
Kinder Morgan (KMI) | 0.1 | $179k | 9.0k | 19.87 | |
iShares MSCI USA Small-Cap Min Etf (SMMV) | 0.1 | $173k | 4.6k | 37.30 | |
VanEck Gold Miners ETF/USA Etf (GDX) | 0.1 | $173k | 5.1k | 33.93 | |
Weyerhaeuser Company (WY) | 0.1 | $172k | 6.1k | 28.39 | |
Cameco Corporation (CCJ) | 0.1 | $170k | 3.4k | 49.20 | |
Bristol Myers Squibb (BMY) | 0.1 | $170k | 4.1k | 41.53 | |
Boston Scientific Corporation (BSX) | 0.1 | $169k | 2.2k | 77.01 | |
Ecolab (ECL) | 0.1 | $168k | 705.00 | 238.00 | |
Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $162k | 3.7k | 43.76 | |
Vanguard Mega Cap Growth ETF Etf (MGK) | 0.1 | $152k | 485.00 | 314.21 | |
Vanguard Extended Market ETF Etf (VXF) | 0.1 | $152k | 900.00 | 168.79 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $151k | 3.1k | 48.60 | |
Vanguard Health Care ETF Etf (VHT) | 0.1 | $150k | 564.00 | 266.00 | |
ConocoPhillips (COP) | 0.1 | $149k | 1.3k | 114.38 | |
Estee Lauder Companies (EL) | 0.1 | $148k | 1.4k | 106.40 | |
DFA Tax-Managed US Targeted Value Etf (DFAT) | 0.1 | $147k | 2.8k | 51.87 | |
Sprott Physical Gold and Silve Etf (CEF) | 0.1 | $146k | 6.6k | 22.05 | |
Vanguard Total International B Etf (BNDX) | 0.1 | $145k | 3.0k | 48.67 | |
Schwab Fundamental U.S. Broad Etf (FNDB) | 0.1 | $143k | 2.2k | 65.59 | |
Invesco Exchange-Traded Fund T Etf (XLG) | 0.1 | $142k | 3.1k | 45.75 | |
SPDR Portfolio TIPS ETF Etf (SPIP) | 0.1 | $133k | 5.2k | 25.42 | |
Marriott International (MAR) | 0.1 | $132k | 544.00 | 241.77 | |
iShares Global Infrastructure Etf (IGF) | 0.1 | $131k | 2.7k | 47.92 | |
Illumina (ILMN) | 0.1 | $131k | 1.3k | 104.38 | |
Linde (LIN) | 0.1 | $129k | 294.00 | 438.81 | |
American Electric Power Company (AEP) | 0.1 | $129k | 1.5k | 87.74 | |
Broadridge Financial Solutions (BR) | 0.1 | $128k | 650.00 | 197.00 | |
Quanta Services (PWR) | 0.1 | $127k | 500.00 | 254.09 | |
DTE Energy Company (DTE) | 0.1 | $124k | 1.1k | 110.99 | |
Newmont Mining Corporation (NEM) | 0.1 | $124k | 3.0k | 41.87 | |
Vanguard Short-Term Corporate Etf (VCSH) | 0.1 | $124k | 1.6k | 77.28 | |
Southern Company (SO) | 0.1 | $123k | 1.6k | 77.57 | |
Dominion Resources (D) | 0.1 | $122k | 2.5k | 49.00 | |
iShares MSCI EAFE Value ETF Etf (EFV) | 0.1 | $122k | 2.3k | 53.04 | |
Duke Energy (DUK) | 0.1 | $121k | 1.2k | 100.23 | |
International Business Machines (IBM) | 0.1 | $118k | 682.00 | 172.95 | |
iShares S&P Mid-Cap 400 Growth Etf (IJK) | 0.1 | $118k | 1.3k | 88.11 | |
Wendy's/arby's Group (WEN) | 0.1 | $115k | 6.8k | 16.96 | |
Goldman Sachs ActiveBeta U.S. Etf (GSLC) | 0.1 | $115k | 1.1k | 106.95 | |
Darden Restaurants (DRI) | 0.1 | $114k | 750.00 | 151.32 | |
Invesco Exchange-Traded Fund T Etf (RPV) | 0.1 | $113k | 1.4k | 83.42 | |
Invesco Defensive Equity ETF Etf (POWA) | 0.1 | $113k | 1.5k | 77.68 | |
Omni (OMC) | 0.1 | $110k | 1.2k | 89.70 | |
Keurig Dr Pepper (KDP) | 0.1 | $110k | 3.3k | 33.40 | |
At&t (T) | 0.1 | $110k | 5.8k | 19.11 | |
Vanguard Information Technolog Etf (VGT) | 0.1 | $108k | 187.00 | 576.59 | |
Kellogg Company (K) | 0.1 | $107k | 1.8k | 57.68 | |
Vanguard Intermediate-Term Cor Etf (VCIT) | 0.1 | $105k | 1.3k | 79.93 | |
International Paper Company (IP) | 0.1 | $104k | 2.4k | 43.15 | |
Paypal Holdings (PYPL) | 0.1 | $102k | 1.8k | 58.03 | |
SPDR Portfolio S&P 600 Small C Etf (SPSM) | 0.1 | $102k | 2.5k | 41.53 | |
L3harris Technologies (LHX) | 0.1 | $101k | 451.00 | 224.58 | |
Rio Tinto Adr (RIO) | 0.1 | $100k | 1.5k | 65.93 | |
iShares S&P Mid-Cap 400 Value Etf (IJJ) | 0.1 | $100k | 880.00 | 113.46 | |
Philip Morris International (PM) | 0.1 | $100k | 983.00 | 101.32 | |
SYSCO Corporation (SYY) | 0.1 | $95k | 1.3k | 71.39 | |
Invesco Preferred ETF Etf (PGX) | 0.1 | $94k | 8.2k | 11.55 | |
iShares Intermediate Governmen Etf (GVI) | 0.1 | $93k | 900.00 | 103.73 | |
Dimensional U.S. Equity ETF Etf (DFUS) | 0.0 | $88k | 1.5k | 58.85 | |
Viking Therapeutics (VKTX) | 0.0 | $85k | 1.6k | 53.01 | |
Vanguard Total World Bond ETF Etf (BNDW) | 0.0 | $83k | 1.2k | 68.00 | |
Alcon (ALC) | 0.0 | $82k | 923.00 | 89.08 | |
Defiance Quantum ETF Etf (QTUM) | 0.0 | $82k | 1.3k | 62.79 | |
Howmet Aerospace (HWM) | 0.0 | $80k | 1.0k | 77.66 | |
Microchip Technology (MCHP) | 0.0 | $78k | 855.00 | 91.50 | |
Simplify Interest Rate Hedge E Etf (PFIX) | 0.0 | $78k | 1.6k | 47.85 | |
Walgreen Boots Alliance (WBA) | 0.0 | $75k | 6.2k | 12.10 | |
Diageo Adr (DEO) | 0.0 | $73k | 575.00 | 126.08 | |
Altria (MO) | 0.0 | $71k | 1.6k | 45.55 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $70k | 1.0k | 70.37 | |
Nutrien (NTR) | 0.0 | $70k | 1.4k | 50.91 | |
Ge Healthcare Technologies I (GEHC) | 0.0 | $68k | 873.00 | 77.92 | |
Consolidated Edison (ED) | 0.0 | $68k | 755.00 | 89.42 | |
Zimmer Holdings (ZBH) | 0.0 | $67k | 620.00 | 108.53 | |
Timothy Plan US Large/Mid Cap Core ETF Etf (TPLC) | 0.0 | $67k | 1.6k | 40.58 | |
Hartford Financial Services (HIG) | 0.0 | $65k | 646.00 | 100.54 | |
Medtronic (MDT) | 0.0 | $64k | 818.00 | 78.71 | |
Pacer US Cash Cows 100 ETF Etf (COWZ) | 0.0 | $63k | 1.2k | 54.49 | |
Energy Transfer Equity (ET) | 0.0 | $63k | 3.9k | 16.22 | |
Host Hotels & Resorts (HST) | 0.0 | $61k | 3.4k | 17.98 | |
Flaherty & Crumrine Preferred Etf (PFO) | 0.0 | $59k | 7.0k | 8.47 | |
Northern Trust Corporation (NTRS) | 0.0 | $59k | 700.00 | 83.98 | |
iShares Russell Mid-Cap Growth Etf (IWP) | 0.0 | $57k | 515.00 | 110.35 | |
Capital Group Global Growth Equity ETF Etf (CGGO) | 0.0 | $56k | 1.9k | 29.44 | |
Energy Select Sector SPDR Fund Etf (XLE) | 0.0 | $53k | 580.00 | 91.15 | |
Magna Intl Inc cl a (MGA) | 0.0 | $51k | 1.2k | 41.90 | |
SPDR Bloomberg Convertible Sec Etf (CWB) | 0.0 | $50k | 700.00 | 72.06 | |
Kinross Gold Corp Adr (KGC) | 0.0 | $50k | 6.0k | 8.32 | |
Fidelity MSCI Health Care Inde Etf (FHLC) | 0.0 | $47k | 679.00 | 68.60 | |
Stanley Black & Decker (SWK) | 0.0 | $46k | 576.00 | 79.89 | |
WisdomTree U.S. SmallCap Quali Etf (DGRS) | 0.0 | $46k | 975.00 | 47.11 | |
Fidelity National Information Services (FIS) | 0.0 | $45k | 600.00 | 75.36 | |
WisdomTree Emerging Markets Lo Etf (ELD) | 0.0 | $45k | 1.7k | 26.36 | |
Starbucks Corporation (SBUX) | 0.0 | $43k | 558.00 | 77.83 | |
Devon Energy Corporation (DVN) | 0.0 | $43k | 904.00 | 47.40 | |
Snap Inc cl a (SNAP) | 0.0 | $42k | 2.5k | 16.61 | |
State Street Corporation (STT) | 0.0 | $41k | 550.00 | 74.00 | |
Vanguard FTSE Europe ETF Etf (VGK) | 0.0 | $40k | 600.00 | 66.77 | |
Schwab US TIPS ETF Etf (SCHP) | 0.0 | $40k | 760.00 | 52.01 | |
Wk Kellogg (KLG) | 0.0 | $37k | 2.3k | 16.46 | |
CF Industries Holdings (CF) | 0.0 | $37k | 500.00 | 74.12 | |
Fortive (FTV) | 0.0 | $37k | 500.00 | 74.10 | |
Gilead Sciences (GILD) | 0.0 | $36k | 525.00 | 68.61 | |
Vanguard Short-Term Treasury E Etf (VGSH) | 0.0 | $35k | 600.00 | 57.99 | |
Invesco California AMT-Free Mu Etf (PWZ) | 0.0 | $35k | 1.4k | 24.67 | |
Rocket Cos (RKT) | 0.0 | $34k | 2.5k | 13.70 | |
Cedar Fair | 0.0 | $33k | 609.00 | 54.34 | |
Shopify Inc cl a (SHOP) | 0.0 | $33k | 500.00 | 66.05 | |
Aberdeen Standard Physical Sil Etf (SIVR) | 0.0 | $32k | 1.2k | 27.84 | |
Peak (DOC) | 0.0 | $32k | 1.6k | 19.60 | |
Viatris (VTRS) | 0.0 | $30k | 2.8k | 10.63 | |
Celsius Holdings (CELH) | 0.0 | $30k | 525.00 | 57.09 | |
Brown-Forman Corporation (BF.B) | 0.0 | $30k | 692.00 | 43.19 | |
Global X MLP & Energy Infrastr Etf (MLPX) | 0.0 | $29k | 570.00 | 51.05 | |
Solventum Corp (SOLV) | 0.0 | $29k | 548.00 | 52.88 | |
American Conservative Values ETF Etf (ACVF) | 0.0 | $29k | 695.00 | 41.27 | |
Federated Investors (FHI) | 0.0 | $28k | 836.00 | 32.87 | |
Dimensional U.S. Core Equity 2 ETF Etf (DFAC) | 0.0 | $27k | 830.00 | 32.24 | |
Enbridge (ENB) | 0.0 | $27k | 745.00 | 35.59 | |
Williams Companies (WMB) | 0.0 | $26k | 615.00 | 42.50 | |
GlaxoSmithKline Adr (GSK) | 0.0 | $25k | 640.00 | 38.50 | |
Dimensional US Marketwide Value ETF Etf (DFUV) | 0.0 | $24k | 603.00 | 39.27 | |
iShares Preferred & Income Sec Etf (PFF) | 0.0 | $23k | 740.00 | 31.55 | |
Six Flags Entertainment (SIX) | 0.0 | $22k | 663.00 | 33.15 | |
Yum China Holdings (YUMC) | 0.0 | $22k | 700.00 | 30.84 | |
MFS Municipal Income Etf (MFM) | 0.0 | $21k | 3.9k | 5.46 | |
Blackstone Secured Lending Fund Etf (BXSL) | 0.0 | $21k | 682.00 | 30.62 | |
Kraft Heinz (KHC) | 0.0 | $20k | 633.00 | 32.22 | |
Sandoz Group Adr (SDZNY) | 0.0 | $20k | 548.00 | 36.20 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $19k | 917.00 | 21.17 | |
Alerian Energy Infrastructure Etf (ENFR) | 0.0 | $18k | 680.00 | 26.57 | |
Global X Artificial Intelligence & Technology ET Etf (AIQ) | 0.0 | $18k | 500.00 | 35.63 | |
Vestis Corporation (VSTS) | 0.0 | $18k | 1.5k | 12.23 | |
Woodside Petroleum Adr (WDS) | 0.0 | $17k | 900.00 | 18.81 | |
Spear Alpha ETF Etf (SPRX) | 0.0 | $16k | 675.00 | 23.57 | |
Cleveland-cliffs (CLF) | 0.0 | $14k | 933.00 | 15.39 | |
Sprott Physical Silver Trust Etf (PSLV) | 0.0 | $14k | 1.4k | 9.93 | |
Warner Bros. Discovery (WBD) | 0.0 | $9.9k | 1.3k | 7.44 | |
Plains All American Pipeline (PAA) | 0.0 | $9.0k | 504.00 | 17.86 | |
Leggett & Platt (LEG) | 0.0 | $7.4k | 650.00 | 11.46 | |
Haleon Adr (HLN) | 0.0 | $6.6k | 800.00 | 8.26 | |
Santos Adr (SSLZY) | 0.0 | $4.9k | 980.00 | 5.04 | |
B&G Foods (BGS) | 0.0 | $4.8k | 600.00 | 8.08 | |
Lucid Group (LCID) | 0.0 | $3.9k | 1.5k | 2.61 | |
Purecycle Technologies (PCT) | 0.0 | $3.3k | 550.00 | 5.92 | |
3D Systems Corporation (DDD) | 0.0 | $3.1k | 1.0k | 3.07 | |
Cytodin (CYDY) | 0.0 | $2.6k | 19k | 0.14 | |
Ginkgo Bioworks Holdings (DNA) | 0.0 | $2.0k | 6.0k | 0.33 | |
Nordic American Tankers Adr (NAT) | 0.0 | $2.0k | 500.00 | 3.98 | |
Ambev SA Adr (ABEV) | 0.0 | $1.0k | 500.00 | 2.05 | |
Cabo Verde Capital (CAPV) | 0.0 | $410.000000 | 50k | 0.01 | |
Acutus Medical (AFIB) | 0.0 | $227.200000 | 6.4k | 0.04 | |
Andrea Electronics Corporation (ANDR) | 0.0 | $0 | 8.0k | 0.00 |