Simmons Bank

Simmons Bank as of March 31, 2025

Portfolio Holdings for Simmons Bank

Simmons Bank holds 327 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O Reilly Automotive Common Stock (ORLY) 11.2 $148M 103k 1432.58
SPDR S&P 500 Mutual Fund/sto (SPY) 3.5 $47M 84k 559.38
Microsoft Corp Common Stock (MSFT) 2.8 $37M 98k 375.39
Nvidia Corp Common Stock (NVDA) 2.7 $36M 336k 108.38
Ishares Russell 1000 Growth Mutual Fund/sto (IWF) 2.3 $30M 83k 361.09
Apple Common Stock (AAPL) 2.2 $29M 130k 222.13
Simmons 1st Natl Corp Common Stock (SFNC) 2.1 $27M 1.3M 20.53
Ishares High Dividend Mutual Fund/sto (HDV) 1.9 $25M 206k 121.12
Amazon Common Stock (AMZN) 1.7 $23M 121k 190.26
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA) 1.6 $21M 420k 50.83
Walmart Common Stock (WMT) 1.6 $21M 242k 87.79
Vanguard Mid-cap Etf Mutual Fund/sto (VO) 1.6 $21M 81k 258.62
Ishares Core S&p Small-cap Mutual Fund/sto (IJR) 1.6 $21M 198k 104.57
Meta Platforms Common Stock (META) 1.3 $17M 30k 576.36
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH) 1.3 $17M 289k 58.35
Jp Morgan Chase & Co Common Stock (JPM) 1.2 $15M 62k 245.30
Alphabet Common Stock (GOOGL) 1.1 $15M 97k 154.64
Spdr S&p Midcap 400 Mutual Fund/sto (MDY) 1.1 $14M 27k 533.46
Invesco Qqq Tr Mutual Fund/sto (QQQ) 1.0 $14M 29k 468.92
Chevron Corp Common Stock (CVX) 1.0 $14M 81k 167.29
Exxon Mobil Corp Common Stock (XOM) 1.0 $14M 113k 118.93
Technology Select Sector Spdrr Mutual Fund/sto (XLK) 1.0 $14M 65k 206.48
Ishares Russell 2000 Mutual Fund/sto (IWM) 0.9 $12M 61k 199.49
Berkshire Hathaway Common Stock (BRK.B) 0.9 $12M 22k 532.58
Costco Wholesale Corp Common Stock (COST) 0.9 $12M 12k 945.78
Abbvie Inc Sr Nt Common Stock (ABBV) 0.9 $12M 55k 209.52
Home Depot Common Stock (HD) 0.8 $11M 29k 366.49
Vanguard Emerging Markets Mutual Fund/sto (VWO) 0.8 $10M 230k 45.26
Ishares Msci Eafe Mutual Funds Gl (EFA) 0.8 $10M 124k 81.73
Ishares Core S&p 500 Mutual Fund/sto (IVV) 0.8 $10M 18k 561.90
Goldman Sachs Group Common Stock (GS) 0.8 $10M 18k 546.29
Bank Of America Corp Common Stock (BAC) 0.7 $9.9M 237k 41.73
Deere & Co Common Stock (DE) 0.7 $9.9M 21k 469.35
Procter & Gamble Common Stock (PG) 0.7 $9.8M 57k 170.42
Pepsico Common Stock (PEP) 0.7 $9.7M 65k 149.94
Caterpillar Common Stock (CAT) 0.7 $9.4M 28k 329.80
Salesforce Common Stock (CRM) 0.7 $9.3M 35k 268.36
Cisco Systems Common Stock (CSCO) 0.7 $9.2M 149k 61.71
Phillips 66 Common Stock (PSX) 0.7 $9.2M 74k 123.48
Spdr S&p Dividend Etf Mutual Fund/sto (SDY) 0.6 $8.5M 63k 135.68
Great Southn Bancorp Common Stock (GSBC) 0.6 $8.3M 150k 55.37
Oracle Corp Common Stock (ORCL) 0.6 $8.2M 58k 139.81
Nextera Energy Common Stock (NEE) 0.6 $8.0M 113k 70.89
Coca Cola Common Stock (KO) 0.6 $8.0M 112k 71.62
Vanguard Large Cap Etf Mutual Fund/sto (VV) 0.6 $7.6M 30k 257.03
Intuitive Surgical Common Stock (ISRG) 0.6 $7.6M 15k 495.27
Amgen Common Stock (AMGN) 0.5 $7.0M 23k 311.55
Check Point Software Foreign Stock (CHKP) 0.5 $7.0M 31k 227.92
Verizon Communications Common Stock (VZ) 0.5 $6.8M 149k 45.36
Vanguard Growth Etf Mutual Fund/sto (VUG) 0.5 $6.7M 18k 370.80
Merck & Co Common Stock (MRK) 0.5 $6.7M 74k 89.76
Adobe Systems Common Stock (ADBE) 0.5 $6.7M 17k 383.53
Eli Lilly & Co Common Stock (LLY) 0.5 $6.6M 8.0k 825.91
Southern Common Stock (SO) 0.5 $6.4M 69k 91.95
Lockheed Martin Corp Common Stock (LMT) 0.5 $6.3M 14k 446.71
Vanguard Value Index Fund Etf Mutual Fund/sto (VTV) 0.5 $6.2M 36k 172.73
Health Care Select Sector Spdrr Mutual Fund/sto (XLV) 0.5 $6.0M 41k 146.01
Ishares Us Technology Mutual Fund/sto (IYW) 0.4 $5.7M 41k 140.44
Intercontinentalexchange Group Common Stock (ICE) 0.4 $5.4M 32k 172.50
Industrial Select Sector Spdrr Mutual Fund/sto (XLI) 0.4 $5.4M 41k 131.07
Air Products & Chemicals Common Stock (APD) 0.4 $5.4M 18k 294.92
Financial Select Sector Spdrr Mutual Fund/sto (XLF) 0.4 $5.4M 108k 49.81
Johnson & Johnson Common Stock (JNJ) 0.4 $5.4M 32k 165.84
Invesco Exchange Traded Fd Tr Mutual Fund/sto (RSP) 0.4 $5.3M 31k 173.23
Danaher Corp Common Stock (DHR) 0.4 $5.3M 26k 205.00
Lowes Companies Common Stock (LOW) 0.4 $5.0M 22k 233.23
Unitedhealth Group Common Stock (UNH) 0.4 $5.0M 9.6k 523.82
Consumer Discret Select Sector Mutual Fund/sto (XLY) 0.4 $4.9M 25k 197.46
Accenture Foreign Stock (ACN) 0.4 $4.7M 15k 312.04
Kla-tencor Corp Common Stock (KLAC) 0.4 $4.7M 6.9k 679.80
Abbott Laboratories Common Stock (ABT) 0.4 $4.7M 35k 132.65
Gilead Sciences Common Stock (GILD) 0.3 $4.3M 39k 112.05
Linde Foreign Stock (LIN) 0.3 $4.3M 9.2k 465.64
Cme Group Common Stock (CME) 0.3 $4.3M 16k 265.29
Visa Inc Com Cl A Common Stock (V) 0.3 $4.2M 12k 350.46
Ishares Russell 3000 Mutual Fund/sto (IWV) 0.3 $4.2M 13k 317.62
Ishares Core Total Us Bond Mutual Fund/cor (AGG) 0.3 $4.2M 43k 98.92
Dell Technologies Common Stock (DELL) 0.3 $4.2M 46k 91.15
Thermo Fisher Scientific Common Stock (TMO) 0.3 $4.2M 8.4k 497.60
Disney Walt Common Stock (DIS) 0.3 $4.1M 42k 98.70
Union Pac Corp Common Stock (UNP) 0.3 $4.1M 17k 236.24
Communication Services Select Mutual Fund/sto (XLC) 0.3 $4.1M 42k 96.45
Alphabet Common Stock (GOOG) 0.3 $4.0M 26k 156.23
Consumer Staples Select Sector Mutual Fund/sto (XLP) 0.3 $4.0M 49k 81.67
Fortinet Common Stock (FTNT) 0.3 $4.0M 42k 96.26
Pfizer Common Stock (PFE) 0.3 $4.0M 157k 25.34
Kimberly Clark Corp Common Stock (KMB) 0.3 $4.0M 28k 142.22
Rtx Corporation Common Stock (RTX) 0.3 $3.9M 29k 132.46
Duke Energy Corp Common Stock (DUK) 0.3 $3.9M 32k 121.97
Ishares Msci Emerging Markets Mutual Fund/sto (EEM) 0.3 $3.8M 86k 43.70
Entergy Corp Common Stock (ETR) 0.3 $3.6M 43k 85.49
Broadcom Common Stock (AVGO) 0.3 $3.6M 22k 167.43
Mastercard Common Stock (MA) 0.3 $3.6M 6.6k 548.12
Qualcomm Common Stock (QCOM) 0.3 $3.5M 23k 153.61
Texas Instruments Common Stock (TXN) 0.3 $3.5M 20k 179.70
Tesla Common Stock (TSLA) 0.3 $3.5M 14k 259.16
Booking Hldgs Common Stock (BKNG) 0.3 $3.4M 743.00 4606.96
Cbre Group Common Stock (CBRE) 0.2 $3.3M 25k 130.78
International Business Machs Common Stock (IBM) 0.2 $3.3M 13k 248.66
Vanguard Information Technology Mutual Fund/sto (VGT) 0.2 $3.2M 6.0k 542.38
Energy Select Sector Spdr Fund Mutual Fund/sto (XLE) 0.2 $3.2M 34k 93.45
Parker Hannifin Corp Common Stock (PH) 0.2 $3.2M 5.3k 607.86
American Tower Corp Common Stock (AMT) 0.2 $3.2M 15k 217.60
Tyson Foods Common Stock (TSN) 0.2 $3.1M 49k 63.81
American Electric Power Common Stock (AEP) 0.2 $3.1M 28k 109.27
Materials Select Sector Spdr Mutual Fund/sto (XLB) 0.2 $3.0M 35k 85.98
Coterra Energy Common Stock (CTRA) 0.2 $2.9M 100k 28.90
Xylem Common Stock (XYL) 0.2 $2.9M 24k 119.46
Uber Technologies Common Stock (UBER) 0.2 $2.8M 39k 72.86
Autodesk Common Stock (ADSK) 0.2 $2.8M 11k 261.80
Microchip Technology Common Stock (MCHP) 0.2 $2.8M 57k 48.41
Ishares Msci Usa Esg Select Mutual Fund/sto (SUSA) 0.2 $2.8M 24k 114.87
Mcdonalds Corp Common Stock (MCD) 0.2 $2.7M 8.6k 312.37
Utilities Select Sector Spdrr Mutual Fund/sto (XLU) 0.2 $2.7M 34k 78.85
Bristol-myers Squibb Common Stock (BMY) 0.2 $2.6M 43k 60.99
Veeva Sys Common Stock (VEEV) 0.2 $2.6M 11k 231.63
Altria Group Common Stock (MO) 0.2 $2.5M 42k 60.02
Vanguard Small Cap Value Etf Mutual Fund/sto (VBR) 0.2 $2.4M 13k 186.28
Truist Finl Corp Common Stock (TFC) 0.2 $2.4M 58k 41.15
Vanguard Small Cap Etf Mutual Fund/sto (VB) 0.2 $2.3M 11k 221.75
Conocophillips Common Stock (COP) 0.2 $2.3M 22k 105.02
Corteva Common Stock (CTVA) 0.2 $2.3M 37k 62.93
Tjx Cos Common Stock (TJX) 0.2 $2.3M 19k 121.80
Royal Dutch Shell Foreign Stock (SHEL) 0.2 $2.3M 31k 73.28
Vanguard Total Stock Market Etf Mutual Fund/sto (VTI) 0.2 $2.2M 8.2k 274.84
Vanguard Mid-cap Growth Etf Mutual Fund/sto (VOT) 0.2 $2.2M 9.1k 244.64
Vanguard Mid-cap Value Etf Mutual Fund/sto (VOE) 0.2 $2.2M 14k 160.52
GSK Foreign Stock (GSK) 0.2 $2.2M 56k 38.74
Ulta Salon Cosmetics & Fr Common Stock (ULTA) 0.2 $2.0M 5.6k 366.54
Ishares Silver Trust Mutual Fund/sto (SLV) 0.2 $2.0M 65k 30.99
Asml Holding Nv Foreign Stock (ASML) 0.1 $2.0M 3.0k 662.64
Eaton Corp Foreign Stock (ETN) 0.1 $2.0M 7.2k 271.83
Vanguard Small Cap Growth Etf Mutual Fund/sto (VBK) 0.1 $2.0M 7.8k 251.71
Bhp Group Foreign Stock (BHP) 0.1 $1.9M 40k 48.54
Emerson Electric Common Stock (EMR) 0.1 $1.9M 17k 109.64
Ishares Intm Government/credit Mutual Fund/gov (GVI) 0.1 $1.9M 18k 106.02
Cummins Common Stock (CMI) 0.1 $1.8M 5.8k 313.44
Honeywell International Common Stock (HON) 0.1 $1.8M 8.6k 211.75
Philip Morris International Common Stock (PM) 0.1 $1.8M 11k 158.73
Suncor Energy Foreign Stock (SU) 0.1 $1.8M 46k 38.72
Paypal Hldgs Common Stock (PYPL) 0.1 $1.8M 28k 65.25
Vanguard Real Estate Etf Mutual Fund/sto (VNQ) 0.1 $1.8M 20k 90.54
Murphy Oil Corp Common Stock (MUR) 0.1 $1.7M 61k 28.40
Colgate Palmolive Common Stock (CL) 0.1 $1.7M 18k 93.70
Ishares Select Dividend Mutual Fund/sto (DVY) 0.1 $1.7M 12k 134.29
General Dynamics Corp Common Stock (GD) 0.1 $1.7M 6.1k 272.58
Darden Restaurants Common Stock (DRI) 0.1 $1.6M 7.9k 207.76
Ishares Russell 1000 Mutual Fund/sto (IWB) 0.1 $1.6M 5.3k 306.74
Allstate Corp Common Stock (ALL) 0.1 $1.6M 7.8k 207.07
On Semiconductor Corp Common Stock (ON) 0.1 $1.6M 39k 40.69
Ishares Russell Mid-cap Mutual Fund/sto (IWR) 0.1 $1.6M 19k 85.07
Omnicom Group Common Stock (OMC) 0.1 $1.6M 19k 82.91
Flex Foreign Stock (FLEX) 0.1 $1.6M 47k 33.08
Automatic Data Processing Common Stock (ADP) 0.1 $1.6M 5.1k 305.53
Jpmorgan High Yield Research Enh Mutual Fund/cor (BBHY) 0.1 $1.5M 33k 46.05
Genuine Parts Common Stock (GPC) 0.1 $1.5M 13k 119.14
Us Bancorp Del Common Stock (USB) 0.1 $1.5M 36k 42.22
Ishares Us Healthcare Mutual Fund/sto (IYH) 0.1 $1.4M 23k 60.89
Vanguard Dividend Apprec Idx Etf Mutual Fund/sto (VIG) 0.1 $1.3M 6.9k 193.99
Pimco Enhanced Short Maturity Mutual Fund/cor (MINT) 0.1 $1.3M 13k 100.62
At&t Common Stock (T) 0.1 $1.3M 47k 28.28
Eog Resources Common Stock (EOG) 0.1 $1.3M 10k 128.24
Ishares Gold Trust Mutual Fund/sto (IAU) 0.1 $1.3M 22k 58.96
Diamondback Energy Common Stock (FANG) 0.1 $1.3M 8.2k 159.88
American Express Common Stock (AXP) 0.1 $1.3M 4.8k 269.05
Zoetis Common Stock (ZTS) 0.1 $1.3M 7.9k 164.65
Martin Marietta Materials Common Stock (MLM) 0.1 $1.3M 2.7k 478.13
Dominion Energy Common Stock (D) 0.1 $1.3M 23k 56.07
Schlumberger Foreign Stock (SLB) 0.1 $1.3M 30k 41.80
The Real Estate Slect Sector Mutual Fund/sto (XLRE) 0.1 $1.2M 29k 41.85
Nucor Corp Common Stock (NUE) 0.1 $1.2M 10k 120.34
Cognizant Technology Solutions Common Stock (CTSH) 0.1 $1.1M 15k 76.50
Boeing Common Stock (BA) 0.1 $1.1M 6.5k 170.55
Ishares Us Consumer Services Mutual Fund/sto (IYC) 0.1 $1.1M 12k 88.33
Chubb Foreign Stock (CB) 0.1 $1.1M 3.6k 301.99
Wisdomtree Us Midcap Dividend Mutual Fund/sto (DON) 0.1 $1.1M 21k 49.52
Trimble Common Stock (TRMB) 0.1 $1.0M 16k 65.65
Ishares S&p 500 Growth Mutual Fund/sto (IVW) 0.1 $1.0M 11k 92.83
Novartis Foreign Stock (NVS) 0.1 $1.0M 9.2k 111.48
Itt Common Stock (ITT) 0.1 $1.0M 7.8k 129.16
Vanguard Energy Etf Mutual Fund/sto (VDE) 0.1 $978k 7.5k 129.71
Ishares Us Industrials Mutual Fund/sto (IYJ) 0.1 $947k 7.3k 130.18
Commerce Bancshares Common Stock (CBSH) 0.1 $942k 15k 62.23
Enbridge Foreign Stock (ENB) 0.1 $942k 21k 44.31
Bank Ozk Common Stock (OZK) 0.1 $937k 22k 43.45
Applied Materials Common Stock (AMAT) 0.1 $932k 6.4k 145.12
Aerovironment Common Stock (AVAV) 0.1 $930k 7.8k 119.19
Stryker Corp Common Stock (SYK) 0.1 $922k 2.5k 372.25
Ishares Us Consumer Staples Etf Mutual Fund/sto (IYK) 0.1 $908k 13k 71.57
Ppg Industries Common Stock (PPG) 0.1 $897k 8.2k 109.35
General Mills Common Stock (GIS) 0.1 $868k 15k 59.79
T Rowe Price Group Common Stock (TROW) 0.1 $857k 9.3k 91.87
Alcon Foreign Stock (ALC) 0.1 $834k 8.8k 94.93
Brown-forman Corp Common Stock (BF.B) 0.1 $831k 25k 33.94
Analog Devices Common Stock (ADI) 0.1 $827k 4.1k 201.67
Exelon Corp Common Stock (EXC) 0.1 $806k 18k 46.08
Ishares Us Utilities Mutual Fund/sto (IDU) 0.1 $802k 7.9k 101.42
Berkshire Hathaway Common Stock (BRK.A) 0.1 $798k 1.00 798442.00
Roper Technologies Common Stock (ROP) 0.1 $789k 1.3k 589.58
Vanguard Industrials Etf Mutual Fund/sto (VIS) 0.1 $776k 3.1k 247.55
Comcast Corp Common Stock (CMCSA) 0.1 $744k 20k 36.90
Marathon Pete Corp Common Stock (MPC) 0.1 $734k 5.0k 145.69
Medtronic Foreign Stock (MDT) 0.1 $732k 8.1k 89.86
Fiserv Common Stock (FI) 0.1 $687k 3.1k 220.83
Carrier Global Corporation Common Stock (CARR) 0.1 $670k 11k 63.40
Vanguard Health Care Index Fund Mutual Fund/sto (VHT) 0.1 $668k 2.5k 264.73
Astrazeneca Foreign Stock (AZN) 0.0 $657k 8.9k 73.50
Gallagher Arthur J & Co Common Stock (AJG) 0.0 $631k 1.8k 345.24
Mckesson Corp Common Stock (MCK) 0.0 $630k 936.00 672.99
Vanguard Short-term Bond Etf Mutual Fund/cor (BSV) 0.0 $625k 8.0k 78.28
Valero Energy Corp Common Stock (VLO) 0.0 $621k 4.7k 132.07
Ishares Core Msci Eafe Mutual Funds Gl (IEFA) 0.0 $614k 8.1k 75.65
Broadridge Financial Solutions Common Stock (BR) 0.0 $614k 2.5k 242.46
Ishares Us Financials Mutual Fund/sto (IYF) 0.0 $608k 5.4k 112.85
Waste Management Common Stock (WM) 0.0 $596k 2.6k 231.51
Vanguard Communication Srvcs Mutual Fund/sto (VOX) 0.0 $593k 4.0k 148.39
Otis Worldwide Corp Glbl Common Stock (OTIS) 0.0 $588k 5.7k 103.20
Ishares U.s. Basic Materials Etf Mutual Fund/sto (IYM) 0.0 $569k 4.2k 134.80
Northrop Grumman Corp Common Stock (NOC) 0.0 $564k 1.1k 512.01
Vanguard Consumer Discretionary Mutual Fund/sto (VCR) 0.0 $564k 1.7k 325.51
Ishares Intermediate-term Mutual Fund/cor (IGIB) 0.0 $561k 11k 52.52
Vanguard Total International Mutual Fund/gov (BNDX) 0.0 $556k 11k 48.82
Yum! Brands Common Stock (YUM) 0.0 $553k 3.5k 157.36
Citigroup Common Stock (C) 0.0 $543k 7.6k 70.99
Ishares S&p Small-cap 600 Growth Mutual Fund/sto (IJT) 0.0 $542k 4.4k 124.50
BP Foreign Stock (BP) 0.0 $531k 16k 33.79
Vulcan Materials Common Stock (VMC) 0.0 $529k 2.3k 233.30
Transdigm Group Common Stock (TDG) 0.0 $520k 376.00 1383.28
Norfolk Southern Corp Common Stock (NSC) 0.0 $518k 2.2k 236.85
Vanguard Financials Index Fund Mutual Fund/sto (VFH) 0.0 $516k 4.3k 119.47
Permian Resources Corp Common Stock (PR) 0.0 $514k 37k 13.85
Ralph Lauren Corp Cl A Common Stock (RL) 0.0 $508k 2.3k 220.74
Vanguard Consumer Staples Etf Mutual Fund/sto (VDC) 0.0 $506k 2.3k 218.82
Brinker International Common Stock (EAT) 0.0 $503k 3.4k 149.05
Ubs Group Foreign Stock (UBS) 0.0 $502k 16k 30.63
Nutanix Common Stock (NTNX) 0.0 $499k 7.1k 69.81
Spdr S&p Bank Etf Mutual Fund/sto (KBE) 0.0 $485k 9.2k 52.96
Jefferies Finl Group Common Stock (JEF) 0.0 $481k 9.0k 53.57
Wells Fargo & Co Common Stock (WFC) 0.0 $474k 6.6k 71.79
Idex Corp Common Stock (IEX) 0.0 $474k 2.6k 180.97
Smith A O Corp Common Stock (AOS) 0.0 $471k 7.2k 65.36
Regions Financial Corp Common Stock (RF) 0.0 $456k 21k 21.73
Ishares Russell Mid-cap Value Mutual Fund/sto (IWS) 0.0 $450k 3.6k 125.97
Ishares Us Energy Mutual Fund/sto (IYE) 0.0 $450k 9.1k 49.30
Ecolab Common Stock (ECL) 0.0 $448k 1.8k 253.52
Keurig Dr Pepper Common Stock (KDP) 0.0 $441k 13k 34.22
Clearway Energy Common Stock (CWEN) 0.0 $439k 15k 30.27
Vanguard Mega Cap Growth Index Mutual Fund/sto (MGK) 0.0 $432k 1.4k 308.88
Republic Services Common Stock (RSG) 0.0 $430k 1.8k 242.16
Dick's Sporting Goods Common Stock (DKS) 0.0 $430k 2.1k 201.56
Kinder Morgan Common Stock (KMI) 0.0 $427k 15k 28.53
L3harris Technologies Common Stock (LHX) 0.0 $399k 1.9k 209.31
Csx Corp Common Stock (CSX) 0.0 $395k 13k 29.43
Hormel Foods Corp Common Stock (HRL) 0.0 $393k 13k 30.94
Ball Corp Common Stock (BALL) 0.0 $390k 7.5k 52.07
Academy Sports & Outdoors Common Stock (ASO) 0.0 $388k 8.5k 45.61
Nuveen Esg Mid Cp Val Etf Mutual Fund/sto (NUMV) 0.0 $388k 11k 34.21
Vanguard High Dividend Yield Mutual Fund/sto (VYM) 0.0 $387k 3.0k 128.96
The Travelers Companies Common Stock (TRV) 0.0 $385k 1.5k 264.46
Fedex Corp Common Stock (FDX) 0.0 $381k 1.6k 243.78
Intel Corp Common Stock (INTC) 0.0 $376k 17k 22.71
Skyworks Solutions Common Stock (SWKS) 0.0 $375k 5.8k 64.63
Intuit Common Stock (INTU) 0.0 $373k 608.00 614.00
Packaging Corp America Common Stock (PKG) 0.0 $372k 1.9k 198.02
Nuveen Esg Midcp Gwth Etf Mutual Fund/sto (NUMG) 0.0 $366k 8.5k 42.92
Cadence Design Systems Common Stock (CDNS) 0.0 $365k 1.4k 254.33
S&p Global Common Stock (SPGI) 0.0 $357k 703.00 508.10
Vanguard Utilities Etf Mutual Fund/sto (VPU) 0.0 $355k 2.1k 170.81
Illinois Tool Works Common Stock (ITW) 0.0 $355k 1.4k 248.01
Netflix Common Stock (NFLX) 0.0 $353k 379.00 932.53
United Parcel Service Common Stock (UPS) 0.0 $351k 3.2k 109.99
Expeditors International Common Stock (EXPD) 0.0 $349k 2.9k 120.25
Vanguard Total Bond Market Etf Mutual Fund/gov (BND) 0.0 $349k 4.7k 73.45
Corning Common Stock (GLW) 0.0 $343k 7.5k 45.78
Ishares Nasdaq Biotechnology Mutual Fund/sto (IBB) 0.0 $342k 2.7k 127.90
Mondelez Intl Common Stock (MDLZ) 0.0 $321k 4.7k 67.85
Ishares Esg Msci Eafe Etf Mutual Fund/cor (ESGD) 0.0 $317k 3.9k 81.69
Hershey Common Stock (HSY) 0.0 $316k 1.8k 171.03
Teledyne Technologies Common Stock (TDY) 0.0 $314k 630.00 497.71
Cvs Health Corporation Common Stock (CVS) 0.0 $312k 4.6k 67.75
Akamai Technologies Common Stock (AKAM) 0.0 $307k 3.8k 80.50
Expand Energy Corporation Common Stock (EXE) 0.0 $304k 2.7k 111.32
Sprott Physical Gold & Silver Foreign Stock (CEF) 0.0 $300k 11k 28.41
Garmin Foreign Stock (GRMN) 0.0 $294k 1.4k 217.13
Spdr S&p Regional Banking Etf Mutual Fund/sto (KRE) 0.0 $290k 5.1k 56.85
Southern Mo Bancorp Common Stock (SMBC) 0.0 $288k 5.5k 52.02
3M Common Stock (MMM) 0.0 $286k 1.9k 146.86
Kirby Corp Common Stock (KEX) 0.0 $284k 2.8k 101.01
Moodys Corp Common Stock (MCO) 0.0 $284k 609.00 465.68
Spdr Gold Shares Mutual Fund/sto (GLD) 0.0 $279k 967.00 288.14
Sempra Fxd Common Stock (SRE) 0.0 $277k 3.9k 71.36
Hess Corp Common Stock (HES) 0.0 $273k 1.7k 159.73
Alliance Resource Partners Partnerships (ARLP) 0.0 $273k 10k 27.28
Lam Research Corp Common Stock (LRCX) 0.0 $272k 3.7k 72.70
Copart Common Stock (CPRT) 0.0 $268k 4.7k 56.59
Dow Common Stock (DOW) 0.0 $266k 7.6k 34.92
Live Nation Common Stock (LYV) 0.0 $266k 2.0k 130.58
Blackrock Common Stock (BLK) 0.0 $263k 278.00 946.48
Schwab Fundamental U.s. Large Mutual Fund/sto (FNDX) 0.0 $262k 11k 23.61
Taiwan Semiconductor Foreign Stock (TSM) 0.0 $256k 1.5k 166.00
Capital Group International Mutual Fund/sto (CGXU) 0.0 $254k 10k 24.48
Ameren Corp Common Stock (AEE) 0.0 $253k 2.5k 100.40
Devon Energy Corp Common Stock (DVN) 0.0 $253k 6.8k 37.40
Electronic Arts Common Stock (EA) 0.0 $252k 1.7k 144.52
Shopify Foreign Stock (SHOP) 0.0 $249k 2.6k 95.48
Trane Technologies Foreign Stock (TT) 0.0 $241k 714.00 336.92
Johnson Ctls Intl Foreign Stock (JCI) 0.0 $240k 3.0k 80.11
Seagate Technology Hldngs Foreign Stock (STX) 0.0 $233k 2.7k 84.95
Ishares S&p 500 Value Mutual Fund/sto (IVE) 0.0 $233k 1.2k 190.58
Sherwin Williams Common Stock (SHW) 0.0 $232k 665.00 349.19
Vanguard Materials Etf Mutual Fund/sto (VAW) 0.0 $232k 1.2k 188.81
Square Common Stock (XYZ) 0.0 $229k 4.2k 54.33
Kellanova Common Stock (K) 0.0 $224k 2.7k 82.49
Grainger Ww Common Stock (GWW) 0.0 $223k 226.00 987.83
Micron Technology Common Stock (MU) 0.0 $222k 2.6k 86.89
Dexcom Common Stock (DXCM) 0.0 $220k 3.2k 68.29
Henry Jack & Associates Common Stock (JKHY) 0.0 $219k 1.2k 182.60
Advanced Micro Devices Common Stock (AMD) 0.0 $214k 2.1k 102.74
Alps Sector Dividend Dogs Etf Mutual Fund/sto (SDOG) 0.0 $214k 3.7k 58.10
Kroger Common Stock (KR) 0.0 $214k 3.2k 67.69
Centerpoint Energy Common Stock (CNP) 0.0 $213k 5.9k 36.23
Firstenergy Corp Common Stock (FE) 0.0 $211k 5.2k 40.42
Vanguard Short-term Treasury Mutual Fund/gov (VGSH) 0.0 $201k 3.4k 58.69
Vuzix Corp Common Stock (VUZI) 0.0 $120k 59k 2.04
Transocean Foreign Stock (RIG) 0.0 $89k 28k 3.17
Standard Lithium Foreign Stock (SLI) 0.0 $84k 67k 1.27
Soundhound Ai Common Stock (SOUN) 0.0 $81k 10k 8.12