Sound View Wealth Advisors Group as of March 31, 2022
Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 286 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.3 | $22M | 128k | 174.61 | |
Microsoft Corporation (MSFT) | 3.5 | $19M | 61k | 308.32 | |
Ishares Tr Ibonds Dec2026 (IBDR) | 2.5 | $13M | 523k | 24.65 | |
Tesla Motors (TSLA) | 2.3 | $12M | 12k | 1077.57 | |
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.2 | $12M | 463k | 25.25 | |
Johnson & Johnson (JNJ) | 2.2 | $11M | 64k | 177.23 | |
Ishares Tr Ibonds Dec23 Etf | 2.1 | $11M | 436k | 25.28 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.9 | $9.9M | 184k | 53.85 | |
Amazon (AMZN) | 1.8 | $9.6M | 3.0k | 3260.00 | |
Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.8 | $9.5M | 377k | 25.10 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $9.3M | 57k | 162.15 | |
Ishares Tr Ibonds 27 Etf (IBDS) | 1.7 | $8.9M | 356k | 24.94 | |
Procter & Gamble Company (PG) | 1.6 | $8.6M | 56k | 152.80 | |
Home Depot (HD) | 1.5 | $7.7M | 26k | 299.31 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $7.5M | 95k | 78.89 | |
Ishares Tr Core Div Grwth (DGRO) | 1.4 | $7.5M | 140k | 53.41 | |
Eli Lilly & Co. (LLY) | 1.4 | $7.2M | 25k | 286.39 | |
Alphabet Cap Stk Cl C (GOOG) | 1.3 | $6.8M | 2.5k | 2793.47 | |
Abbvie (ABBV) | 1.3 | $6.7M | 41k | 162.11 | |
Vanguard World Fds Inf Tech Etf (VGT) | 1.3 | $6.7M | 16k | 416.50 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $6.5M | 47k | 136.32 | |
Coca-Cola Company (KO) | 1.1 | $6.0M | 96k | 62.00 | |
Southern Company (SO) | 1.1 | $5.9M | 82k | 72.51 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $5.7M | 14k | 415.16 | |
Pfizer (PFE) | 1.1 | $5.6M | 108k | 51.77 | |
McDonald's Corporation (MCD) | 1.0 | $5.5M | 22k | 247.26 | |
Verizon Communications (VZ) | 1.0 | $5.3M | 104k | 50.94 | |
Amgen (AMGN) | 1.0 | $5.2M | 22k | 241.80 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $5.0M | 15k | 346.85 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $5.0M | 14k | 352.94 | |
Chevron Corporation (CVX) | 0.9 | $5.0M | 31k | 162.82 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $4.8M | 96k | 49.91 | |
Pepsi (PEP) | 0.9 | $4.8M | 29k | 167.38 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $4.8M | 17k | 277.65 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $4.6M | 13k | 362.53 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $4.0M | 38k | 107.09 | |
Merck & Co (MRK) | 0.7 | $3.9M | 48k | 82.05 | |
NVIDIA Corporation (NVDA) | 0.7 | $3.9M | 14k | 272.86 | |
Intel Corporation (INTC) | 0.7 | $3.9M | 78k | 49.56 | |
Wal-Mart Stores (WMT) | 0.7 | $3.6M | 25k | 148.92 | |
DNP Select Income Fund (DNP) | 0.7 | $3.6M | 306k | 11.82 | |
Vanguard Index Fds Value Etf (VTV) | 0.7 | $3.6M | 24k | 147.77 | |
Nextera Energy (NEE) | 0.7 | $3.6M | 42k | 84.70 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $3.5M | 29k | 123.17 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.5M | 1.2k | 2781.07 | |
General Dynamics Corporation (GD) | 0.7 | $3.4M | 14k | 241.21 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $3.3M | 90k | 36.41 | |
Exxon Mobil Corporation (XOM) | 0.6 | $3.1M | 38k | 82.58 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $3.1M | 40k | 78.05 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $3.0M | 32k | 94.92 | |
Diageo Spon Adr New (DEO) | 0.6 | $2.9M | 14k | 203.13 | |
Broadcom (AVGO) | 0.5 | $2.7M | 4.3k | 629.55 | |
General Mills (GIS) | 0.5 | $2.7M | 40k | 67.71 | |
Bristol Myers Squibb (BMY) | 0.5 | $2.5M | 34k | 73.03 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $2.5M | 51k | 48.47 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.4M | 5.4k | 451.66 | |
AFLAC Incorporated (AFL) | 0.5 | $2.4M | 37k | 64.39 | |
Qualcomm (QCOM) | 0.5 | $2.4M | 16k | 152.83 | |
Abbott Laboratories (ABT) | 0.4 | $2.4M | 20k | 118.34 | |
Walt Disney Company (DIS) | 0.4 | $2.3M | 17k | 137.18 | |
UnitedHealth (UNH) | 0.4 | $2.2M | 4.4k | 510.12 | |
Automatic Data Processing (ADP) | 0.4 | $2.2M | 9.7k | 227.58 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $2.2M | 19k | 112.26 | |
W.R. Berkley Corporation (WRB) | 0.4 | $2.0M | 31k | 66.59 | |
American Electric Power Company (AEP) | 0.4 | $1.9M | 20k | 99.76 | |
Thermo Fisher Scientific (TMO) | 0.4 | $1.9M | 3.3k | 590.81 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $1.9M | 41k | 46.82 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.9M | 8.4k | 227.68 | |
Philip Morris International (PM) | 0.4 | $1.9M | 20k | 93.96 | |
Vanguard World Fds Health Car Etf (VHT) | 0.4 | $1.9M | 7.3k | 254.32 | |
Lockheed Martin Corporation (LMT) | 0.3 | $1.8M | 4.2k | 441.35 | |
Duke Energy Corp Com New (DUK) | 0.3 | $1.8M | 16k | 111.68 | |
Texas Instruments Incorporated (TXN) | 0.3 | $1.8M | 9.7k | 183.44 | |
Altria (MO) | 0.3 | $1.8M | 34k | 52.26 | |
Illinois Tool Works (ITW) | 0.3 | $1.8M | 8.5k | 209.40 | |
Cisco Systems (CSCO) | 0.3 | $1.8M | 32k | 55.77 | |
Raytheon Technologies Corp (RTX) | 0.3 | $1.8M | 18k | 99.06 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.8M | 6.1k | 287.62 | |
Visa Com Cl A (V) | 0.3 | $1.8M | 8.0k | 221.75 | |
Lowe's Companies (LOW) | 0.3 | $1.8M | 8.7k | 202.15 | |
Emerson Electric (EMR) | 0.3 | $1.8M | 18k | 98.07 | |
salesforce (CRM) | 0.3 | $1.7M | 8.2k | 212.29 | |
Medtronic SHS (MDT) | 0.3 | $1.7M | 16k | 110.96 | |
International Business Machines (IBM) | 0.3 | $1.7M | 13k | 130.04 | |
Bank of America Corporation (BAC) | 0.3 | $1.6M | 39k | 41.22 | |
Ishares Tr National Mun Etf (MUB) | 0.3 | $1.6M | 14k | 109.61 | |
Oracle Corporation (ORCL) | 0.3 | $1.5M | 18k | 82.72 | |
Federated Hermes CL B (FHI) | 0.3 | $1.5M | 43k | 34.06 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.5M | 9.2k | 158.97 | |
Global Payments (GPN) | 0.3 | $1.4M | 11k | 136.82 | |
Kinder Morgan (KMI) | 0.3 | $1.4M | 76k | 18.91 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.4M | 2.5k | 575.98 | |
Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.4M | 21k | 66.34 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.4M | 5.6k | 250.04 | |
Paychex (PAYX) | 0.3 | $1.4M | 10k | 136.45 | |
Digital Realty Trust (DLR) | 0.3 | $1.4M | 9.6k | 141.85 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $1.3M | 1.9k | 698.59 | |
PNC Financial Services (PNC) | 0.3 | $1.3M | 7.2k | 184.40 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.3M | 6.4k | 205.26 | |
Northrop Grumman Corporation (NOC) | 0.2 | $1.3M | 2.9k | 447.06 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.3M | 9.3k | 137.02 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.3M | 7.7k | 165.95 | |
Honeywell International (HON) | 0.2 | $1.3M | 6.5k | 194.64 | |
Cme (CME) | 0.2 | $1.3M | 5.3k | 237.86 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.2M | 16k | 77.58 | |
3M Company (MMM) | 0.2 | $1.2M | 8.1k | 148.85 | |
Progressive Corporation (PGR) | 0.2 | $1.2M | 10k | 113.94 | |
Meta Platforms Cl A (META) | 0.2 | $1.2M | 5.2k | 222.33 | |
Equifax (EFX) | 0.2 | $1.1M | 4.7k | 237.08 | |
Ishares Tr Ibonds Dec22 Etf | 0.2 | $1.1M | 43k | 25.04 | |
Lam Research Corporation (LRCX) | 0.2 | $1.0M | 1.9k | 537.72 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $982k | 9.8k | 100.53 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $981k | 4.1k | 237.82 | |
Norfolk Southern (NSC) | 0.2 | $970k | 3.4k | 285.21 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $949k | 11k | 89.03 | |
Target Corporation (TGT) | 0.2 | $941k | 4.4k | 212.13 | |
Aon Shs Cl A (AON) | 0.2 | $934k | 2.9k | 325.66 | |
Nike CL B (NKE) | 0.2 | $922k | 6.9k | 134.56 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.2 | $905k | 3.0k | 305.33 | |
Crown Castle Intl (CCI) | 0.2 | $905k | 4.9k | 184.62 | |
Public Service Enterprise (PEG) | 0.2 | $884k | 13k | 69.96 | |
Waste Management (WM) | 0.2 | $851k | 5.4k | 158.50 | |
CSX Corporation (CSX) | 0.2 | $849k | 23k | 37.47 | |
Baxter International (BAX) | 0.2 | $848k | 11k | 77.58 | |
Tractor Supply Company (TSCO) | 0.2 | $814k | 3.5k | 233.44 | |
Stryker Corporation (SYK) | 0.2 | $811k | 3.0k | 267.39 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $804k | 3.8k | 212.47 | |
Ishares Tr Ibonds Dec 26 (IBMO) | 0.2 | $799k | 31k | 25.51 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $796k | 11k | 74.47 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $794k | 23k | 34.57 | |
Wells Fargo & Company (WFC) | 0.1 | $783k | 16k | 48.44 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $783k | 10k | 75.91 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $783k | 3.0k | 260.91 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $779k | 6.1k | 128.19 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $777k | 1.7k | 453.59 | |
Zoetis Cl A (ZTS) | 0.1 | $775k | 4.1k | 188.66 | |
Hershey Company (HSY) | 0.1 | $761k | 3.5k | 216.50 | |
American Express Company (AXP) | 0.1 | $758k | 4.1k | 187.07 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $757k | 11k | 69.47 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $750k | 2.5k | 301.81 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $749k | 6.9k | 107.86 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $748k | 7.4k | 101.33 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $747k | 13k | 57.55 | |
Zimmer Holdings (ZBH) | 0.1 | $717k | 5.6k | 127.90 | |
Park National Corporation (PRK) | 0.1 | $709k | 5.4k | 131.47 | |
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $692k | 6.5k | 106.89 | |
Nutrien (NTR) | 0.1 | $678k | 6.5k | 103.92 | |
Intuit (INTU) | 0.1 | $670k | 1.4k | 480.98 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $658k | 3.6k | 180.62 | |
Advanced Micro Devices (AMD) | 0.1 | $650k | 5.9k | 109.28 | |
FedEx Corporation (FDX) | 0.1 | $649k | 2.8k | 231.54 | |
Air Products & Chemicals (APD) | 0.1 | $630k | 2.5k | 249.90 | |
Caterpillar (CAT) | 0.1 | $630k | 2.8k | 222.93 | |
Danaher Corporation (DHR) | 0.1 | $612k | 2.1k | 293.53 | |
PPL Corporation (PPL) | 0.1 | $605k | 21k | 28.57 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $597k | 5.0k | 119.69 | |
Netflix (NFLX) | 0.1 | $592k | 1.6k | 374.45 | |
United Parcel Service CL B (UPS) | 0.1 | $589k | 2.7k | 214.42 | |
Shopify Cl A (SHOP) | 0.1 | $584k | 864.00 | 675.93 | |
Anthem (ELV) | 0.1 | $582k | 1.2k | 491.55 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $575k | 7.2k | 79.51 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $568k | 5.9k | 96.91 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $565k | 11k | 51.61 | |
Waste Connections (WCN) | 0.1 | $562k | 4.0k | 139.77 | |
Union Pacific Corporation (UNP) | 0.1 | $560k | 2.0k | 273.30 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $552k | 8.8k | 62.73 | |
At&t (T) | 0.1 | $549k | 23k | 23.62 | |
Servicenow (NOW) | 0.1 | $533k | 957.00 | 556.95 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $516k | 4.0k | 130.37 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $515k | 3.1k | 168.19 | |
MetLife (MET) | 0.1 | $514k | 7.3k | 70.31 | |
BlackRock (BLK) | 0.1 | $509k | 666.00 | 764.26 | |
Vanguard World Fds Financials Etf (VFH) | 0.1 | $508k | 5.4k | 93.37 | |
Ishares Tr Ibonds Dec (IBMM) | 0.1 | $504k | 19k | 26.02 | |
Moody's Corporation (MCO) | 0.1 | $498k | 1.5k | 337.17 | |
Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $498k | 19k | 26.67 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $496k | 1.4k | 357.09 | |
Ishares Tr Ibonds Dec2023 | 0.1 | $495k | 19k | 25.49 | |
Applied Materials (AMAT) | 0.1 | $476k | 3.6k | 131.93 | |
American Tower Reit (AMT) | 0.1 | $474k | 1.9k | 251.19 | |
Walgreen Boots Alliance (WBA) | 0.1 | $472k | 11k | 44.74 | |
Simon Property (SPG) | 0.1 | $470k | 3.6k | 131.47 | |
Unilever Spon Adr New (UL) | 0.1 | $461k | 10k | 45.57 | |
SYSCO Corporation (SYY) | 0.1 | $457k | 5.6k | 81.67 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $452k | 5.9k | 76.43 | |
Equinix (EQIX) | 0.1 | $451k | 608.00 | 741.78 | |
Intercontinental Exchange (ICE) | 0.1 | $451k | 3.4k | 132.06 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $446k | 4.3k | 104.33 | |
Canadian Pacific Railway | 0.1 | $446k | 5.4k | 82.52 | |
Williams Companies (WMB) | 0.1 | $446k | 13k | 33.40 | |
Humana (HUM) | 0.1 | $440k | 1.0k | 435.21 | |
Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $430k | 4.0k | 108.39 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $427k | 9.2k | 46.17 | |
Fifth Third Ban (FITB) | 0.1 | $418k | 9.7k | 43.05 | |
Colgate-Palmolive Company (CL) | 0.1 | $415k | 5.5k | 75.79 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $409k | 3.2k | 128.05 | |
Marvell Technology (MRVL) | 0.1 | $407k | 5.7k | 71.67 | |
Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $407k | 16k | 25.42 | |
Deere & Company (DE) | 0.1 | $400k | 962.00 | 415.80 | |
Dominion Resources (D) | 0.1 | $400k | 4.7k | 84.89 | |
CVS Caremark Corporation (CVS) | 0.1 | $394k | 3.9k | 101.23 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $380k | 4.9k | 78.17 | |
British Amern Tob Sponsored Adr (BTI) | 0.1 | $377k | 8.9k | 42.19 | |
Rockwell Automation (ROK) | 0.1 | $375k | 1.3k | 280.06 | |
Enbridge (ENB) | 0.1 | $372k | 8.1k | 46.13 | |
Sanofi Sponsored Adr (SNY) | 0.1 | $372k | 7.3k | 51.27 | |
Charter Communications Inc N Cl A (CHTR) | 0.1 | $372k | 682.00 | 545.45 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $369k | 1.6k | 227.36 | |
Eaton Corp SHS (ETN) | 0.1 | $365k | 2.4k | 151.77 | |
Gilead Sciences (GILD) | 0.1 | $365k | 6.1k | 59.43 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $359k | 4.7k | 76.30 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $359k | 787.00 | 456.16 | |
Principal Financial (PFG) | 0.1 | $356k | 4.8k | 73.43 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $353k | 1.8k | 195.89 | |
Truist Financial Corp equities (TFC) | 0.1 | $353k | 6.2k | 56.72 | |
American Water Works (AWK) | 0.1 | $352k | 2.1k | 165.65 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $343k | 882.00 | 388.89 | |
Cigna Corp (CI) | 0.1 | $343k | 1.4k | 239.86 | |
Novartis Sponsored Adr (NVS) | 0.1 | $340k | 3.9k | 87.70 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $339k | 4.6k | 73.62 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $336k | 4.1k | 82.94 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $335k | 6.5k | 51.68 | |
Albemarle Corporation (ALB) | 0.1 | $332k | 1.5k | 220.89 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $325k | 13k | 24.91 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $324k | 5.8k | 55.59 | |
TJX Companies (TJX) | 0.1 | $323k | 5.3k | 60.59 | |
Lincoln National Corporation (LNC) | 0.1 | $321k | 4.9k | 65.44 | |
Wec Energy Group (WEC) | 0.1 | $319k | 3.2k | 99.66 | |
Ishares Tr Esg Scrd S&p Mid (XJH) | 0.1 | $318k | 8.7k | 36.62 | |
Carrier Global Corporation (CARR) | 0.1 | $318k | 6.9k | 45.83 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $315k | 17k | 19.03 | |
Toronto Dominion Bk Ont Com New (TD) | 0.1 | $314k | 4.0k | 79.41 | |
Ford Motor Company (F) | 0.1 | $314k | 19k | 16.89 | |
Constellation Brands Cl A (STZ) | 0.1 | $313k | 1.4k | 230.66 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $313k | 8.2k | 38.27 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $309k | 1.1k | 269.40 | |
Listed Fd Tr Overlay Shs Shrt (OVT) | 0.1 | $308k | 13k | 23.37 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $307k | 1.7k | 181.98 | |
Schlumberger Com Stk (SLB) | 0.1 | $303k | 7.3k | 41.28 | |
AutoZone (AZO) | 0.1 | $303k | 148.00 | 2047.30 | |
ConocoPhillips (COP) | 0.1 | $302k | 3.0k | 99.90 | |
Otis Worldwide Corp (OTIS) | 0.1 | $301k | 3.9k | 76.98 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $300k | 12k | 25.14 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $296k | 1.2k | 248.11 | |
PIMCO Corporate Income Fund (PCN) | 0.1 | $286k | 18k | 15.73 | |
Genuine Parts Company (GPC) | 0.1 | $282k | 2.2k | 126.06 | |
Fidelity National Information Services (FIS) | 0.1 | $278k | 2.8k | 100.43 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $276k | 1.1k | 255.56 | |
Generac Holdings (GNRC) | 0.1 | $270k | 907.00 | 297.68 | |
Extra Space Storage (EXR) | 0.1 | $270k | 1.3k | 205.32 | |
Federal Signal Corporation (FSS) | 0.1 | $270k | 8.0k | 33.75 | |
First Tr Morningstar Divid L SHS (FDL) | 0.1 | $267k | 7.1k | 37.42 | |
Yum! Brands (YUM) | 0.1 | $265k | 2.2k | 118.62 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $264k | 4.4k | 60.00 | |
Franklin Street Properties (FSP) | 0.1 | $264k | 45k | 5.90 | |
Ishares Tr Global Tech Etf (IXN) | 0.0 | $261k | 4.5k | 58.00 | |
Abiomed | 0.0 | $261k | 787.00 | 331.64 | |
Paypal Holdings (PYPL) | 0.0 | $254k | 2.2k | 115.72 | |
Edwards Lifesciences (EW) | 0.0 | $253k | 2.1k | 117.89 | |
S&p Global (SPGI) | 0.0 | $253k | 616.00 | 410.71 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $252k | 1.4k | 185.16 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $250k | 20k | 12.57 | |
Us Bancorp Del Com New (USB) | 0.0 | $248k | 4.7k | 53.22 | |
Synovus Finl Corp Com New (SNV) | 0.0 | $247k | 5.0k | 48.95 | |
Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $244k | 2.0k | 120.14 | |
Welltower Inc Com reit (WELL) | 0.0 | $242k | 2.5k | 95.96 | |
Block Cl A (SQ) | 0.0 | $242k | 1.8k | 135.88 | |
Hasbro (HAS) | 0.0 | $239k | 2.9k | 81.79 | |
Blackrock Muniyield Insured Fund (MYI) | 0.0 | $234k | 19k | 12.58 | |
Xcel Energy (XEL) | 0.0 | $229k | 3.2k | 72.19 | |
Broadridge Financial Solutions (BR) | 0.0 | $228k | 1.5k | 155.84 | |
Darden Restaurants (DRI) | 0.0 | $227k | 1.7k | 133.14 | |
Corteva (CTVA) | 0.0 | $223k | 3.9k | 57.47 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $215k | 19k | 11.17 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $214k | 14k | 15.37 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $212k | 2.0k | 108.27 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $209k | 2.0k | 104.50 | |
V.F. Corporation (VFC) | 0.0 | $207k | 3.6k | 56.96 | |
Dupont De Nemours (DD) | 0.0 | $205k | 2.8k | 73.42 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $202k | 303.00 | 666.67 | |
Kraft Heinz (KHC) | 0.0 | $201k | 5.1k | 39.47 | |
Dow (DOW) | 0.0 | $201k | 3.2k | 63.67 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $166k | 13k | 13.18 | |
Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $128k | 11k | 12.16 | |
Mfs High Income Mun Tr Sh Ben Int (CXE) | 0.0 | $66k | 15k | 4.40 | |
Wheels Up Experience Com Cl A | 0.0 | $47k | 15k | 3.13 |