Sequoia Financial Advisors

Sequoia Financial Advisors as of March 31, 2021

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 447 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.7 $376M 1.8M 206.69
Ishares Tr Core Msci Total (IXUS) 8.4 $200M 2.9M 70.28
Ishares Tr Core Us Aggbd Et (AGG) 5.3 $126M 1.1M 113.83
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.9 $116M 465k 250.01
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 3.1 $74M 1.6M 47.22
Spdr Index Shs Fds S&p Gblinf Etf (GII) 3.0 $73M 1.4M 51.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $71M 742k 96.03
Apple (AAPL) 2.2 $54M 439k 122.15
Fidelity Covington Trust Total Bd Etf (FBND) 2.2 $53M 1.0M 52.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $46M 853k 53.95
Ishares Tr Russell 2000 Etf (IWM) 1.7 $41M 187k 220.94
Ishares Tr National Mun Etf (MUB) 1.7 $40M 348k 116.05
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.7 $40M 792k 50.19
Microsoft Corporation (MSFT) 1.6 $39M 164k 235.77
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.5 $37M 706k 52.35
Ishares Tr Msci Acwi Etf (ACWI) 1.5 $35M 365k 95.15
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.1 $26M 912k 28.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $26M 182k 141.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $25M 97k 255.46
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.0 $24M 420k 56.41
Amazon (AMZN) 0.9 $22M 7.2k 3094.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $20M 61k 319.14
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $18M 686k 26.19
First Tr Exchange-traded Dj Internt Idx (FDN) 0.7 $17M 76k 218.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $15M 148k 99.67
Laboratory Corp Amer Hldgs Com New (LH) 0.6 $15M 57k 255.03
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.6 $14M 129k 111.41
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $14M 141k 101.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $14M 156k 91.60
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $14M 279k 51.20
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $13M 232k 57.19
JPMorgan Chase & Co. (JPM) 0.5 $13M 83k 152.23
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $13M 320k 39.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $11M 28k 396.35
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.5 $11M 207k 53.37
Raytheon Technologies Corp (RTX) 0.5 $11M 141k 77.27
Brookfield Infrast Partners Lp Int Unit (BIP) 0.4 $10M 190k 53.25
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $10M 77k 129.78
Comcast Corp Cl A (CMCSA) 0.4 $9.9M 183k 54.11
Ishares Tr Core S&p500 Etf (IVV) 0.4 $9.8M 25k 397.84
Palo Alto Networks (PANW) 0.4 $9.8M 30k 322.07
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $9.8M 99k 98.45
Alphabet Cap Stk Cl C (GOOG) 0.4 $9.3M 4.5k 2068.72
Chevron Corporation (CVX) 0.4 $9.0M 86k 104.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $8.7M 133k 65.28
Home Depot (HD) 0.3 $7.9M 26k 305.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $7.8M 84k 93.03
salesforce (CRM) 0.3 $7.8M 37k 211.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $7.6M 79k 96.71
Centene Corporation (CNC) 0.3 $7.5M 118k 63.91
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $7.3M 230k 31.78
Uber Technologies (UBER) 0.3 $7.0M 129k 54.51
Servicenow (NOW) 0.3 $7.0M 14k 500.14
McDonald's Corporation (MCD) 0.3 $6.8M 30k 224.16
Ishares Tr Global Reit Etf (REET) 0.3 $6.7M 262k 25.48
Goldman Sachs (GS) 0.3 $6.5M 20k 327.01
CVS Caremark Corporation (CVS) 0.3 $6.1M 81k 75.23
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $6.0M 45k 132.94
Spdr Gold Tr Gold Shs (GLD) 0.2 $5.9M 37k 159.96
Procter & Gamble Company (PG) 0.2 $5.8M 43k 135.44
General Dynamics Corporation (GD) 0.2 $5.8M 32k 181.54
Air Products & Chemicals (APD) 0.2 $5.8M 21k 281.32
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $5.6M 373k 15.00
Cisco Systems (CSCO) 0.2 $5.6M 108k 51.71
Pepsi (PEP) 0.2 $5.5M 39k 141.46
Wal-Mart Stores (WMT) 0.2 $5.5M 40k 135.84
Tesla Motors (TSLA) 0.2 $5.5M 8.2k 667.93
Incyte Corporation (INCY) 0.2 $5.4M 67k 81.27
BorgWarner (BWA) 0.2 $5.4M 116k 46.36
Intel Corporation (INTC) 0.2 $5.4M 84k 64.00
Vanguard World Fds Health Car Etf (VHT) 0.2 $5.1M 23k 228.76
Verizon Communications (VZ) 0.2 $5.1M 88k 58.15
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $5.0M 70k 71.85
Honeywell International (HON) 0.2 $5.0M 23k 217.07
At&t (T) 0.2 $5.0M 164k 30.27
Abbvie (ABBV) 0.2 $5.0M 46k 108.22
Costco Wholesale Corporation (COST) 0.2 $4.9M 14k 352.51
Ishares Core Msci Emkt (IEMG) 0.2 $4.9M 76k 64.36
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $4.9M 37k 130.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $4.8M 19k 260.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $4.8M 79k 60.68
Walt Disney Company (DIS) 0.2 $4.7M 25k 184.53
Merck & Co (MRK) 0.2 $4.6M 60k 77.08
Huntington Bancshares Incorporated (HBAN) 0.2 $4.5M 286k 15.72
Pfizer (PFE) 0.2 $4.4M 122k 36.23
Johnson & Johnson (JNJ) 0.2 $4.4M 27k 164.34
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $4.3M 83k 51.66
Vmware Cl A Com 0.2 $4.3M 28k 150.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $4.0M 2.0k 2062.76
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $3.8M 12k 330.31
Ishares Tr Mbs Etf (MBB) 0.2 $3.7M 34k 108.42
Premier Financial Corp (PFC) 0.1 $3.5M 106k 33.26
Lockheed Martin Corporation (LMT) 0.1 $3.4M 9.3k 369.45
Marathon Petroleum Corp (MPC) 0.1 $3.3M 62k 53.49
Sherwin-Williams Company (SHW) 0.1 $3.3M 4.4k 738.10
Facebook Cl A (META) 0.1 $3.2M 11k 294.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.2M 49k 65.10
Gilead Sciences (GILD) 0.1 $3.2M 49k 64.62
Visa Com Cl A (V) 0.1 $3.2M 15k 211.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.1M 21k 151.55
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $3.1M 41k 74.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $3.0M 8.3k 364.27
Boeing Company (BA) 0.1 $2.9M 12k 254.69
International Business Machines (IBM) 0.1 $2.9M 22k 133.25
Ark Etf Tr Innovation Etf (ARKK) 0.1 $2.9M 24k 119.95
Starbucks Corporation (SBUX) 0.1 $2.9M 27k 109.26
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $2.8M 78k 35.60
Truist Financial Corp equities (TFC) 0.1 $2.8M 47k 58.31
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.7M 28k 97.30
Amgen (AMGN) 0.1 $2.7M 11k 248.84
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.7M 25k 108.53
Western Union Company (WU) 0.1 $2.6M 107k 24.66
United Parcel Service CL B (UPS) 0.1 $2.6M 15k 169.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.6M 31k 82.51
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $2.6M 75k 34.05
Parker-Hannifin Corporation (PH) 0.1 $2.5M 8.0k 315.45
Ishares Tr Select Divid Etf (DVY) 0.1 $2.4M 21k 114.09
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.4M 8.7k 276.30
Exxon Mobil Corporation (XOM) 0.1 $2.3M 41k 55.83
Ford Motor Company (F) 0.1 $2.3M 186k 12.25
Us Bancorp Del Com New (USB) 0.1 $2.2M 40k 55.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.2M 26k 84.74
C H Robinson Worldwide Com New (CHRW) 0.1 $2.2M 23k 95.42
Abbott Laboratories (ABT) 0.1 $2.1M 18k 119.86
3M Company (MMM) 0.1 $2.0M 11k 192.65
Paypal Holdings (PYPL) 0.1 $2.0M 8.2k 242.82
Hanesbrands (HBI) 0.1 $2.0M 101k 19.67
Realty Income (O) 0.1 $2.0M 31k 63.51
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.0M 8.8k 221.32
TransDigm Group Incorporated (TDG) 0.1 $1.9M 3.3k 587.93
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $1.9M 43k 45.07
Nextera Energy (NEE) 0.1 $1.9M 25k 75.60
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.9M 8.4k 226.68
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $1.9M 21k 88.72
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.9M 37k 51.30
Interpublic Group of Companies (IPG) 0.1 $1.9M 64k 29.20
Mastercard Incorporated Cl A (MA) 0.1 $1.9M 5.3k 355.96
Bank of America Corporation (BAC) 0.1 $1.9M 48k 38.69
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $1.8M 17k 104.06
Gentex Corporation (GNTX) 0.1 $1.8M 50k 35.68
Comerica Incorporated (CMA) 0.1 $1.8M 25k 71.73
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.8M 7.9k 223.86
Select Sector Spdr Tr Energy (XLE) 0.1 $1.7M 36k 49.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.7M 24k 72.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.7M 33k 52.05
Royal Caribbean Cruises (RCL) 0.1 $1.7M 20k 85.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.6M 44k 37.62
Select Sector Spdr Tr Technology (XLK) 0.1 $1.6M 12k 132.81
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M 21k 75.88
Pinnacle West Capital Corporation (PNW) 0.1 $1.6M 19k 81.34
NVIDIA Corporation (NVDA) 0.1 $1.6M 2.9k 534.08
Msc Indl Direct Cl A (MSM) 0.1 $1.6M 17k 90.21
Qualcomm (QCOM) 0.1 $1.5M 12k 132.59
Kellogg Company (K) 0.1 $1.5M 24k 63.30
Coca-Cola Company (KO) 0.1 $1.5M 29k 52.71
UnitedHealth (UNH) 0.1 $1.5M 4.0k 372.12
Oracle Corporation (ORCL) 0.1 $1.5M 21k 70.17
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.4M 9.5k 150.52
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.4M 21k 68.89
General Electric Company 0.1 $1.4M 107k 13.13
Nike CL B (NKE) 0.1 $1.4M 11k 132.85
Caterpillar (CAT) 0.1 $1.4M 5.9k 231.81
Greif Cl A (GEF) 0.1 $1.4M 24k 57.02
Target Corporation (TGT) 0.1 $1.4M 6.9k 198.06
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.4M 19k 73.93
Colgate-Palmolive Company (CL) 0.1 $1.4M 17k 78.81
DTE Energy Company (DTE) 0.1 $1.3M 9.7k 133.16
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.3M 12k 109.29
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.3M 14k 90.81
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.3M 11k 116.79
Morgan Stanley Com New (MS) 0.1 $1.2M 29k 42.01
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $1.2M 24k 50.28
Lowe's Companies (LOW) 0.0 $1.2M 6.2k 190.18
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.2M 8.3k 141.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $1.2M 21k 54.63
Bristol Myers Squibb (BMY) 0.0 $1.2M 18k 63.12
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.1M 7.2k 159.41
Northwest Bancshares (NWBI) 0.0 $1.1M 79k 14.44
Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.1M 6.1k 185.36
Global Payments (GPN) 0.0 $1.1M 5.6k 201.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.1M 14k 82.19
General Motors Company (GM) 0.0 $1.1M 19k 57.47
Thermo Fisher Scientific (TMO) 0.0 $1.1M 2.3k 456.26
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $1.0M 21k 49.11
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $1.0M 8.7k 118.33
Eli Lilly & Co. (LLY) 0.0 $1.0M 5.5k 186.77
Texas Instruments Incorporated (TXN) 0.0 $1.0M 5.4k 188.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.0M 4.2k 243.02
Netflix (NFLX) 0.0 $1.0M 1.9k 521.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $992k 11k 91.84
Medtronic SHS (MDT) 0.0 $990k 8.4k 118.14
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $985k 31k 31.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $975k 11k 87.22
Yum! Brands (YUM) 0.0 $959k 8.9k 108.19
Dupont De Nemours (DD) 0.0 $940k 12k 77.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $933k 18k 53.34
Eaton Corp SHS (ETN) 0.0 $918k 6.6k 138.21
Smucker J M Com New (SJM) 0.0 $914k 7.2k 126.51
PNC Financial Services (PNC) 0.0 $911k 5.2k 175.46
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $894k 3.0k 300.61
Rockwell Automation (ROK) 0.0 $879k 3.3k 265.48
Intuitive Surgical Com New (ISRG) 0.0 $875k 1.2k 739.02
Carrier Global Corporation (CARR) 0.0 $848k 20k 42.22
Southern Company (SO) 0.0 $846k 14k 62.15
Danaher Corporation (DHR) 0.0 $822k 3.7k 225.14
Scotts Miracle-gro Cl A (SMG) 0.0 $816k 3.3k 244.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $791k 4.8k 165.59
Adobe Systems Incorporated (ADBE) 0.0 $769k 1.6k 475.57
Waste Management (WM) 0.0 $767k 5.9k 129.04
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $764k 5.0k 151.62
Automatic Data Processing (ADP) 0.0 $760k 4.0k 188.40
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $730k 2.0k 358.55
Vanguard Index Fds Growth Etf (VUG) 0.0 $727k 2.8k 256.89
Union Pacific Corporation (UNP) 0.0 $716k 3.2k 220.58
Becton, Dickinson and (BDX) 0.0 $709k 2.9k 243.31
American Express Company (AXP) 0.0 $707k 5.0k 141.51
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $697k 4.7k 147.17
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $697k 4.7k 147.42
Delta Air Lines Inc Del Com New (DAL) 0.0 $691k 14k 48.26
Constellation Brands Cl A (STZ) 0.0 $690k 3.0k 228.10
Progressive Corporation (PGR) 0.0 $684k 7.2k 95.66
Otis Worldwide Corp (OTIS) 0.0 $683k 10k 68.41
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $672k 2.0k 330.38
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $669k 19k 36.24
Emerson Electric (EMR) 0.0 $667k 7.4k 90.18
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $645k 9.4k 68.36
Citigroup Com New (C) 0.0 $641k 8.8k 72.77
Spdr Ser Tr Aerospace Def (XAR) 0.0 $632k 5.0k 125.52
Clorox Company (CLX) 0.0 $630k 3.3k 193.01
Deere & Company (DE) 0.0 $605k 1.6k 374.38
Agnico (AEM) 0.0 $604k 10k 57.81
American Electric Power Company (AEP) 0.0 $603k 7.1k 84.67
Anthem (ELV) 0.0 $602k 1.7k 358.76
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $602k 22k 26.90
Altria (MO) 0.0 $598k 12k 51.19
BlackRock (BLK) 0.0 $596k 791.00 753.48
Vanguard Index Fds Value Etf (VTV) 0.0 $592k 4.5k 131.41
Linde SHS 0.0 $590k 2.1k 280.15
Intuit (INTU) 0.0 $587k 1.5k 382.91
Southwest Airlines (LUV) 0.0 $580k 9.5k 61.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $574k 1.2k 475.56
Diebold Incorporated 0.0 $571k 40k 14.13
Philip Morris International (PM) 0.0 $570k 6.4k 88.73
Discovery Com Ser C 0.0 $566k 15k 36.89
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $564k 19k 30.49
Edwards Lifesciences (EW) 0.0 $563k 6.7k 83.57
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $562k 8.8k 64.05
Yum China Holdings (YUMC) 0.0 $560k 9.5k 59.20
Dow (DOW) 0.0 $557k 8.7k 63.95
Kimberly-Clark Corporation (KMB) 0.0 $541k 3.9k 139.15
Etf Managers Tr Etfmg Altr Hrvst 0.0 $527k 23k 22.89
L3harris Technologies (LHX) 0.0 $525k 2.6k 202.86
Duke Energy Corp Com New (DUK) 0.0 $525k 5.4k 96.56
Ishares Tr U.s. Tech Etf (IYW) 0.0 $524k 6.0k 87.76
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $510k 9.1k 55.88
Ferrari Nv Ord (RACE) 0.0 $505k 2.4k 209.37
Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) 0.0 $505k 22k 23.25
Stryker Corporation (SYK) 0.0 $499k 2.0k 243.65
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $493k 8.0k 61.55
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $493k 4.9k 101.07
Wells Fargo & Company (WFC) 0.0 $487k 13k 39.07
Enterprise Products Partners (EPD) 0.0 $483k 22k 22.01
Cincinnati Financial Corporation (CINF) 0.0 $480k 4.7k 103.18
SYSCO Corporation (SYY) 0.0 $474k 6.0k 78.69
Bhp Group Sponsored Ads (BHP) 0.0 $471k 6.8k 69.35
Novartis Sponsored Adr (NVS) 0.0 $465k 5.4k 85.49
Asml Holding N V N Y Registry Shs (ASML) 0.0 $465k 754.00 616.71
Zimmer Holdings (ZBH) 0.0 $455k 2.8k 160.10
Nordson Corporation (NDSN) 0.0 $450k 2.3k 198.68
Broadcom (AVGO) 0.0 $446k 962.00 463.62
MercadoLibre (MELI) 0.0 $443k 301.00 1471.76
Applied Materials (AMAT) 0.0 $442k 3.3k 133.62
Lancaster Colony (LANC) 0.0 $439k 2.5k 175.53
Twitter 0.0 $438k 6.9k 63.59
Timkensteel (MTUS) 0.0 $438k 37k 11.76
Ameren Corporation (AEE) 0.0 $434k 5.3k 81.41
Analog Devices (ADI) 0.0 $431k 2.8k 155.09
Big Lots (BIG) 0.0 $421k 6.2k 68.24
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $419k 8.0k 52.39
Moody's Corporation (MCO) 0.0 $417k 1.4k 298.92
PPG Industries (PPG) 0.0 $414k 2.8k 150.44
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $413k 14k 30.69
Unilever Spon Adr New (UL) 0.0 $408k 7.3k 55.84
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $408k 2.2k 185.29
Illinois Tool Works (ITW) 0.0 $406k 1.8k 221.37
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $402k 15k 26.52
Advanced Micro Devices (AMD) 0.0 $401k 5.1k 78.50
Norfolk Southern (NSC) 0.0 $395k 1.5k 268.34
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $393k 7.2k 54.73
Zoetis Cl A (ZTS) 0.0 $393k 2.5k 157.39
Intercontinental Exchange (ICE) 0.0 $393k 3.5k 111.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $391k 4.3k 90.93
Corteva (CTVA) 0.0 $389k 8.3k 46.64
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $389k 6.2k 62.77
Agree Realty Corporation (ADC) 0.0 $388k 5.8k 67.23
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $385k 3.8k 100.52
Farmers Natl Banc Corp (FMNB) 0.0 $385k 23k 16.72
Ares Capital Corporation (ARCC) 0.0 $383k 21k 18.70
Banner Corp Com New (BANR) 0.0 $381k 7.1k 53.35
General Mills (GIS) 0.0 $377k 6.1k 61.32
American Tower Reit (AMT) 0.0 $374k 1.6k 238.98
Diageo Spon Adr New (DEO) 0.0 $372k 2.3k 164.24
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $371k 3.1k 117.89
Rocket Cos Com Cl A (RKT) 0.0 $367k 16k 23.09
Charles Schwab Corporation (SCHW) 0.0 $359k 5.5k 65.13
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $354k 5.1k 69.13
AFLAC Incorporated (AFL) 0.0 $351k 6.9k 51.19
Ishares Tr Eafe Value Etf (EFV) 0.0 $350k 6.9k 50.95
IDEXX Laboratories (IDXX) 0.0 $348k 712.00 488.76
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $346k 4.2k 83.37
Ishares Tr Tips Bd Etf (TIP) 0.0 $346k 2.8k 125.45
Timken Company (TKR) 0.0 $340k 4.2k 81.26
Ishares Tr Morningstar Grwt (ILCG) 0.0 $340k 1.2k 288.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $340k 2.0k 168.32
Autodesk (ADSK) 0.0 $338k 1.2k 277.05
Nxp Semiconductors N V (NXPI) 0.0 $338k 1.7k 201.07
Key (KEY) 0.0 $337k 17k 19.98
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $336k 8.8k 38.35
Opko Health (OPK) 0.0 $335k 78k 4.29
Paychex (PAYX) 0.0 $332k 3.4k 98.11
Marathon Oil Corporation (MRO) 0.0 $331k 31k 10.67
Vanguard Index Fds Small Cp Etf (VB) 0.0 $330k 1.5k 213.87
Steris Shs Usd (STE) 0.0 $330k 1.7k 190.20
Boston Beer Cl A (SAM) 0.0 $326k 270.00 1207.41
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $326k 3.9k 83.70
RPM International (RPM) 0.0 $322k 3.5k 92.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $320k 3.7k 86.18
Mondelez Intl Cl A (MDLZ) 0.0 $314k 5.4k 58.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $311k 2.3k 135.57
S&p Global (SPGI) 0.0 $308k 872.00 353.21
Wabtec Corporation (WAB) 0.0 $306k 3.9k 79.11
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $305k 3.5k 87.72
Ishares Tr Cohen Steer Reit (ICF) 0.0 $305k 5.3k 57.85
Crown Castle Intl (CCI) 0.0 $303k 1.8k 172.16
Enbridge (ENB) 0.0 $300k 8.2k 36.45
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $300k 5.1k 58.89
FLIR Systems 0.0 $299k 5.3k 56.46
Northrop Grumman Corporation (NOC) 0.0 $299k 925.00 323.24
Lam Research Corporation (LRCX) 0.0 $295k 496.00 594.76
Astrazeneca Sponsored Adr (AZN) 0.0 $293k 5.9k 49.64
eBay (EBAY) 0.0 $293k 4.8k 61.22
O'reilly Automotive (ORLY) 0.0 $291k 573.00 507.85
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $290k 8.0k 36.14
Phillips 66 (PSX) 0.0 $290k 3.6k 81.60
Blackstone Group Inc Com Cl A (BX) 0.0 $288k 3.9k 74.44
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $286k 4.9k 58.11
L Brands 0.0 $286k 4.6k 61.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $283k 4.5k 62.89
ConocoPhillips (COP) 0.0 $279k 5.3k 52.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $279k 2.7k 102.24
Illumina (ILMN) 0.0 $279k 726.00 384.30
Arthur J. Gallagher & Co. (AJG) 0.0 $279k 2.2k 124.72
CSX Corporation (CSX) 0.0 $279k 2.9k 96.47
BP Sponsored Adr (BP) 0.0 $276k 11k 24.36
MGM Resorts International. (MGM) 0.0 $276k 7.3k 37.95
Martin Marietta Materials (MLM) 0.0 $276k 823.00 335.36
Dominion Resources (D) 0.0 $275k 3.6k 75.88
Workhorse Group Com New (WKHS) 0.0 $275k 20k 13.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $274k 1.3k 214.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $272k 2.2k 121.86
Square Cl A (SQ) 0.0 $271k 1.2k 227.16
Vanguard World Fds Financials Etf (VFH) 0.0 $270k 3.2k 84.40
Snowflake Cl A (SNOW) 0.0 $269k 1.2k 229.33
V.F. Corporation (VFC) 0.0 $268k 3.4k 79.83
Sap Se Spon Adr (SAP) 0.0 $267k 2.2k 122.93
Rio Tinto Sponsored Adr (RIO) 0.0 $266k 3.4k 77.55
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $265k 8.3k 31.79
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.0 $265k 5.3k 49.58
Allstate Corporation (ALL) 0.0 $264k 2.3k 114.93
Spdr Ser Tr S&p Biotech (XBI) 0.0 $264k 1.9k 135.73
Macy's (M) 0.0 $263k 16k 16.20
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $263k 3.5k 76.23
Ark Etf Tr Fintech Innova (ARKF) 0.0 $263k 5.1k 51.13
Wp Carey (WPC) 0.0 $260k 3.7k 70.84
Ishares Tr Core Msci Eafe (IEFA) 0.0 $257k 3.6k 71.93
Marriott Intl Cl A (MAR) 0.0 $257k 1.7k 148.13
Yeti Hldgs (YETI) 0.0 $256k 3.5k 72.30
American Water Works (AWK) 0.0 $255k 1.7k 149.65
Eversource Energy (ES) 0.0 $255k 2.9k 86.68
Athersys 0.0 $254k 141k 1.80
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $251k 5.9k 42.86
Toyota Motor Corp Sp Adr Rep2com (TM) 0.0 $247k 1.6k 155.93
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $247k 2.9k 83.98
Skyworks Solutions (SWKS) 0.0 $246k 1.3k 183.31
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $246k 1.5k 164.44
Ishares Tr Core High Dv Etf (HDV) 0.0 $244k 2.6k 94.98
Walgreen Boots Alliance (WBA) 0.0 $241k 4.4k 54.82
Capital One Financial (COF) 0.0 $241k 1.9k 127.38
Apollo Invt Corp Com New (MFIC) 0.0 $239k 17k 13.72
Blackrock Science & Technolo SHS (BST) 0.0 $239k 4.4k 54.16
FedEx Corporation (FDX) 0.0 $239k 841.00 284.19
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $236k 4.0k 59.22
Corning Incorporated (GLW) 0.0 $235k 5.4k 43.43
Veeva Sys Cl A Com (VEEV) 0.0 $229k 876.00 261.42
Gold Fields Sponsored Adr (GFI) 0.0 $229k 24k 9.48
Cedar Fair Depositry Unit (FUN) 0.0 $227k 4.6k 49.61
United Cmnty Bks Ga Cap Stk (UCBI) 0.0 $225k 6.6k 34.09
Charter Communications Inc N Cl A (CHTR) 0.0 $222k 360.00 616.67
Magellan Midstream Prtnrs Com Unit Rp Lp 0.0 $222k 5.1k 43.44
Fastenal Company (FAST) 0.0 $221k 4.4k 50.33
Teladoc (TDOC) 0.0 $220k 1.2k 181.82
Plug Power Com New (PLUG) 0.0 $219k 6.1k 35.84
Citizens Financial (CFG) 0.0 $219k 5.0k 44.13
Global X Fds Social Med Etf (SOCL) 0.0 $216k 3.2k 66.73
Discover Financial Services (DFS) 0.0 $214k 2.3k 94.90
Check Point Software Tech Lt Ord (CHKP) 0.0 $212k 1.9k 111.81
Hldgs (UAL) 0.0 $211k 3.7k 57.46
Microchip Technology (MCHP) 0.0 $210k 1.4k 155.56
T. Rowe Price (TROW) 0.0 $209k 1.2k 171.59
International Paper Company (IP) 0.0 $209k 3.9k 54.02
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $208k 1.5k 134.63
WD-40 Company (WDFC) 0.0 $207k 675.00 306.67
W.W. Grainger (GWW) 0.0 $207k 517.00 400.39
Docusign (DOCU) 0.0 $205k 1.0k 202.77
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $204k 2.7k 75.28
Valero Energy Corporation (VLO) 0.0 $204k 2.8k 71.73
Lululemon Athletica (LULU) 0.0 $202k 657.00 307.46
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.0 $202k 2.9k 69.32
Chubb (CB) 0.0 $201k 1.3k 157.89
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $201k 1.9k 107.95
Sanofi Sponsored Adr (SNY) 0.0 $201k 4.1k 49.43
Fireeye 0.0 $196k 10k 19.60
Oaktree Specialty Lending Corp 0.0 $181k 29k 6.20
Smiledirectclub Cl A Com (SDCCQ) 0.0 $180k 18k 10.29
Zynga Cl A 0.0 $161k 16k 10.22
Viatris (VTRS) 0.0 $161k 12k 14.00
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $154k 30k 5.21
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $153k 37k 4.20
Fuelcell Energy (FCEL) 0.0 $148k 10k 14.37
Vonage Holdings 0.0 $138k 12k 11.85
Nokia Corp Sponsored Adr (NOK) 0.0 $129k 33k 3.97
Ambev Sa Sponsored Adr (ABEV) 0.0 $115k 42k 2.75
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $105k 21k 4.98
Annaly Capital Management 0.0 $89k 10k 8.63
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $81k 11k 7.26
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $77k 14k 5.41
Sirius Xm Holdings (SIRI) 0.0 $71k 12k 6.11
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $66k 23k 2.92
Alithya Group Cl A Sub Vtg (ALYAF) 0.0 $49k 20k 2.45
Ag Mtg Invt Tr 0.0 $41k 10k 3.99
Fuel Tech (FTEK) 0.0 $31k 10k 3.10
Zomedica Corp (ZOM) 0.0 $24k 15k 1.60
Global X Fds S&p 500 Covered Call Option (XYLD) 0.0 $22k 47k 0.47
Gold Std Ventures 0.0 $15k 26k 0.58
Brickell Biotech 0.0 $11k 10k 1.10
Global X Fds Nasdq 100 Cvrdgw Call Option (QYLG) 0.0 $6.0k 21k 0.29
Acasti Pharma Cl A New 0.0 $6.0k 10k 0.60