Sound View Wealth Advisors Group as of Dec. 31, 2022
Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 268 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.5 | $17M | 127k | 129.93 | |
Microsoft Corporation (MSFT) | 3.2 | $15M | 64k | 239.82 | |
Ishares Tr Ibonds Dec2026 (IBDR) | 2.6 | $12M | 530k | 23.35 | |
Procter & Gamble Company (PG) | 2.5 | $12M | 79k | 151.56 | |
Johnson & Johnson (JNJ) | 2.5 | $12M | 66k | 176.65 | |
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.5 | $12M | 479k | 24.32 | |
Ishares Tr Ibonds Dec23 Etf | 2.3 | $11M | 432k | 25.03 | |
Ishares Tr Ibonds Dec24 Etf (IBDP) | 2.1 | $9.8M | 400k | 24.42 | |
Ishares Tr Ibonds 27 Etf (IBDS) | 1.9 | $9.1M | 389k | 23.37 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.9 | $9.0M | 200k | 45.15 | |
Eli Lilly & Co. (LLY) | 1.8 | $8.5M | 23k | 365.84 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $8.3M | 55k | 151.85 | |
Home Depot (HD) | 1.6 | $7.6M | 24k | 315.87 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $7.5M | 99k | 75.54 | |
Abbvie (ABBV) | 1.4 | $6.8M | 42k | 161.61 | |
Ishares Tr Core Div Grwth (DGRO) | 1.4 | $6.7M | 135k | 50.00 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $6.2M | 46k | 134.10 | |
Enterprise Products Partners (EPD) | 1.3 | $6.0M | 251k | 24.12 | |
McDonald's Corporation (MCD) | 1.2 | $5.9M | 22k | 263.53 | |
Southern Company (SO) | 1.2 | $5.7M | 79k | 71.41 | |
Coca-Cola Company (KO) | 1.2 | $5.6M | 88k | 63.61 | |
Amgen (AMGN) | 1.1 | $5.4M | 21k | 262.65 | |
Chevron Corporation (CVX) | 1.1 | $5.4M | 30k | 179.49 | |
Pfizer (PFE) | 1.1 | $5.3M | 104k | 51.24 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.1 | $5.2M | 16k | 331.34 | |
Pepsi (PEP) | 1.1 | $5.1M | 28k | 180.66 | |
Merck & Co (MRK) | 1.1 | $5.1M | 46k | 110.95 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $4.9M | 14k | 351.35 | |
Vanguard World Fds Inf Tech Etf (VGT) | 1.0 | $4.9M | 15k | 319.41 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.8M | 16k | 308.90 | |
Amazon (AMZN) | 1.0 | $4.8M | 58k | 84.00 | |
Tesla Motors (TSLA) | 0.9 | $4.3M | 35k | 123.18 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.2M | 48k | 88.73 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $4.1M | 94k | 44.00 | |
Kimberly-Clark Corporation (KMB) | 0.8 | $3.9M | 29k | 135.75 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.8M | 14k | 266.29 | |
Exxon Mobil Corporation (XOM) | 0.8 | $3.7M | 34k | 110.30 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $3.6M | 17k | 214.24 | |
DNP Select Income Fund (DNP) | 0.7 | $3.5M | 308k | 11.25 | |
Nextera Energy (NEE) | 0.7 | $3.4M | 41k | 83.60 | |
Verizon Communications (VZ) | 0.7 | $3.4M | 86k | 39.40 | |
General Dynamics Corporation (GD) | 0.7 | $3.4M | 14k | 248.11 | |
Vanguard Index Fds Value Etf (VTV) | 0.7 | $3.3M | 24k | 140.37 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.1M | 16k | 191.19 | |
Wal-Mart Stores (WMT) | 0.7 | $3.1M | 22k | 141.79 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $3.0M | 28k | 108.21 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $3.0M | 31k | 96.99 | |
General Mills (GIS) | 0.6 | $2.9M | 35k | 83.85 | |
AFLAC Incorporated (AFL) | 0.6 | $2.6M | 37k | 71.94 | |
Bristol Myers Squibb (BMY) | 0.5 | $2.6M | 36k | 71.95 | |
Broadcom (AVGO) | 0.5 | $2.5M | 4.5k | 559.11 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.5M | 6.4k | 382.41 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.5 | $2.4M | 27k | 89.99 | |
Diageo Spon Adr New (DEO) | 0.5 | $2.4M | 14k | 178.19 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.4M | 27k | 88.23 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.4M | 79k | 30.53 | |
Automatic Data Processing (ADP) | 0.5 | $2.3M | 9.4k | 238.85 | |
Abbott Laboratories (ABT) | 0.5 | $2.2M | 20k | 109.79 | |
UnitedHealth (UNH) | 0.5 | $2.2M | 4.1k | 530.16 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $2.2M | 47k | 46.44 | |
Visa Com Cl A (V) | 0.4 | $2.1M | 9.9k | 207.77 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $2.0M | 30k | 67.45 | |
Thermo Fisher Scientific (TMO) | 0.4 | $2.0M | 3.6k | 550.71 | |
Philip Morris International (PM) | 0.4 | $1.9M | 19k | 101.21 | |
Lockheed Martin Corporation (LMT) | 0.4 | $1.9M | 3.8k | 486.46 | |
Illinois Tool Works (ITW) | 0.4 | $1.9M | 8.4k | 220.30 | |
Raytheon Technologies Corp (RTX) | 0.4 | $1.8M | 18k | 100.92 | |
American Electric Power Company (AEP) | 0.4 | $1.8M | 19k | 94.95 | |
Emerson Electric (EMR) | 0.4 | $1.8M | 18k | 96.06 | |
International Business Machines (IBM) | 0.4 | $1.8M | 13k | 140.89 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $1.8M | 13k | 135.85 | |
Intel Corporation (INTC) | 0.4 | $1.7M | 66k | 26.43 | |
Altria (MO) | 0.4 | $1.7M | 38k | 45.71 | |
Deere & Company (DE) | 0.4 | $1.7M | 3.9k | 428.76 | |
Qualcomm (QCOM) | 0.4 | $1.7M | 15k | 109.94 | |
NVIDIA Corporation (NVDA) | 0.3 | $1.7M | 11k | 146.14 | |
Lowe's Companies (LOW) | 0.3 | $1.6M | 8.1k | 199.23 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $1.6M | 45k | 34.97 | |
Texas Instruments Incorporated (TXN) | 0.3 | $1.6M | 9.5k | 165.22 | |
Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.6M | 6.3k | 248.05 | |
Duke Energy Corp Com New (DUK) | 0.3 | $1.5M | 15k | 102.99 | |
Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.3 | $1.5M | 62k | 23.85 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.5M | 3.2k | 456.56 | |
Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.5M | 22k | 67.80 | |
Northrop Grumman Corporation (NOC) | 0.3 | $1.4M | 2.6k | 545.55 | |
Federated Hermes CL B (FHI) | 0.3 | $1.4M | 39k | 36.31 | |
Cisco Systems (CSCO) | 0.3 | $1.4M | 29k | 47.64 | |
Honeywell International (HON) | 0.3 | $1.4M | 6.3k | 214.31 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.4M | 3.5k | 384.17 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.3M | 11k | 124.44 | |
Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) | 0.3 | $1.3M | 50k | 26.32 | |
Bank of America Corporation (BAC) | 0.3 | $1.3M | 40k | 33.12 | |
Kinder Morgan (KMI) | 0.3 | $1.3M | 72k | 18.08 | |
Medtronic SHS (MDT) | 0.3 | $1.3M | 17k | 77.72 | |
Oracle Corporation (ORCL) | 0.3 | $1.3M | 16k | 81.74 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.2M | 5.8k | 210.51 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.2M | 5.7k | 213.11 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.1M | 6.5k | 174.37 | |
salesforce (CRM) | 0.2 | $1.1M | 8.5k | 132.59 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | 7.3k | 151.65 | |
Waste Management (WM) | 0.2 | $1.1M | 6.8k | 156.88 | |
Walt Disney Company (DIS) | 0.2 | $1.1M | 12k | 86.88 | |
Global Payments (GPN) | 0.2 | $1.0M | 11k | 99.32 | |
Paychex (PAYX) | 0.2 | $1.0M | 9.0k | 115.56 | |
PNC Financial Services (PNC) | 0.2 | $1.0M | 6.6k | 157.94 | |
American Express Company (AXP) | 0.2 | $1.0M | 6.9k | 147.76 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.0M | 14k | 74.55 | |
3M Company (MMM) | 0.2 | $997k | 8.3k | 119.92 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $988k | 14k | 72.10 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $969k | 4.8k | 203.80 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $963k | 14k | 70.50 | |
Caterpillar (CAT) | 0.2 | $953k | 4.0k | 239.53 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $937k | 2.00 | 468711.00 | |
Ishares Tr Ibonds Dec 26 (IBMO) | 0.2 | $922k | 37k | 25.21 | |
Equifax (EFX) | 0.2 | $902k | 4.6k | 194.36 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $887k | 7.4k | 120.59 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $886k | 18k | 50.14 | |
Cme (CME) | 0.2 | $866k | 5.2k | 168.15 | |
Digital Realty Trust (DLR) | 0.2 | $824k | 8.2k | 100.27 | |
Progressive Corporation (PGR) | 0.2 | $822k | 6.3k | 129.70 | |
Norfolk Southern (NSC) | 0.2 | $820k | 3.3k | 246.45 | |
Aon Shs Cl A (AON) | 0.2 | $810k | 2.7k | 300.15 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $799k | 11k | 76.13 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $777k | 13k | 61.64 | |
Public Service Enterprise (PEG) | 0.2 | $769k | 13k | 61.27 | |
Lam Research Corporation (LRCX) | 0.2 | $766k | 1.8k | 420.30 | |
Williams Companies (WMB) | 0.2 | $761k | 23k | 32.90 | |
Park National Corporation (PRK) | 0.2 | $759k | 5.4k | 140.75 | |
Nike CL B (NKE) | 0.2 | $751k | 6.4k | 117.01 | |
Tractor Supply Company (TSCO) | 0.2 | $744k | 3.3k | 224.94 | |
Air Products & Chemicals (APD) | 0.2 | $736k | 2.4k | 308.30 | |
Stryker Corporation (SYK) | 0.2 | $735k | 3.0k | 244.47 | |
CSX Corporation (CSX) | 0.1 | $689k | 22k | 30.98 | |
Zimmer Holdings (ZBH) | 0.1 | $678k | 5.3k | 127.50 | |
Smucker J M Com New (SJM) | 0.1 | $667k | 4.2k | 158.46 | |
Target Corporation (TGT) | 0.1 | $658k | 4.4k | 149.06 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $656k | 2.5k | 265.35 | |
Zoetis Cl A (ZTS) | 0.1 | $648k | 4.4k | 146.56 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $646k | 2.2k | 288.78 | |
Ishares Tr Ibonds Dec (IBMM) | 0.1 | $630k | 25k | 25.75 | |
Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $626k | 24k | 26.37 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $615k | 22k | 28.27 | |
Principal Financial (PFG) | 0.1 | $610k | 7.3k | 83.92 | |
PPL Corporation (PPL) | 0.1 | $606k | 21k | 29.22 | |
Wells Fargo & Company (WFC) | 0.1 | $604k | 15k | 41.29 | |
Union Pacific Corporation (UNP) | 0.1 | $597k | 2.9k | 207.07 | |
Baxter International (BAX) | 0.1 | $592k | 12k | 50.97 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $578k | 4.3k | 135.24 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $576k | 6.6k | 87.48 | |
Rockwell Automation (ROK) | 0.1 | $576k | 2.2k | 257.52 | |
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $566k | 5.4k | 104.25 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $565k | 8.5k | 66.65 | |
Ishares Tr Ibonds Dec2023 | 0.1 | $564k | 22k | 25.35 | |
Anthem (ELV) | 0.1 | $557k | 1.1k | 513.14 | |
Crown Castle Intl (CCI) | 0.1 | $539k | 4.0k | 135.62 | |
Danaher Corporation (DHR) | 0.1 | $530k | 2.0k | 265.43 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $530k | 5.0k | 105.52 | |
Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $525k | 21k | 25.07 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $520k | 4.0k | 131.28 | |
Gilead Sciences (GILD) | 0.1 | $519k | 6.0k | 85.85 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $513k | 3.0k | 169.64 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $510k | 6.0k | 84.75 | |
Humana (HUM) | 0.1 | $506k | 987.00 | 512.19 | |
United Parcel Service CL B (UPS) | 0.1 | $502k | 2.9k | 173.84 | |
BlackRock (BLK) | 0.1 | $502k | 708.00 | 708.85 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $497k | 6.9k | 71.84 | |
Waste Connections (WCN) | 0.1 | $496k | 3.7k | 132.56 | |
Simon Property (SPG) | 0.1 | $495k | 4.2k | 117.48 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $491k | 5.9k | 83.60 | |
Extra Space Storage (EXR) | 0.1 | $486k | 3.3k | 147.17 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $473k | 1.4k | 347.80 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $464k | 9.9k | 46.74 | |
Cigna Corp (CI) | 0.1 | $457k | 1.4k | 331.34 | |
Advanced Micro Devices (AMD) | 0.1 | $456k | 7.0k | 64.77 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $454k | 4.3k | 105.34 | |
Meta Platforms Cl A (META) | 0.1 | $453k | 3.8k | 120.34 | |
Equinix (EQIX) | 0.1 | $451k | 689.00 | 655.18 | |
Schlumberger Com Stk (SLB) | 0.1 | $446k | 8.4k | 53.46 | |
Vanguard World Fds Financials Etf (VFH) | 0.1 | $442k | 5.3k | 82.73 | |
Unilever Spon Adr New (UL) | 0.1 | $428k | 8.5k | 50.35 | |
Genuine Parts Company (GPC) | 0.1 | $428k | 2.5k | 173.51 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $427k | 5.2k | 82.32 | |
Colgate-Palmolive Company (CL) | 0.1 | $422k | 5.4k | 78.79 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $415k | 575.00 | 721.49 | |
Intuit (INTU) | 0.1 | $413k | 1.1k | 389.25 | |
Moody's Corporation (MCO) | 0.1 | $411k | 1.5k | 278.62 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $406k | 2.2k | 183.54 | |
Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $402k | 3.9k | 102.45 | |
American Tower Reit (AMT) | 0.1 | $401k | 1.9k | 211.81 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $399k | 4.2k | 94.63 | |
Canadian Pacific Railway | 0.1 | $394k | 5.3k | 74.59 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $393k | 2.7k | 145.93 | |
Intercontinental Exchange (ICE) | 0.1 | $391k | 3.8k | 102.60 | |
At&t (T) | 0.1 | $390k | 21k | 18.41 | |
TJX Companies (TJX) | 0.1 | $389k | 4.9k | 79.60 | |
Netflix (NFLX) | 0.1 | $378k | 1.3k | 294.88 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $368k | 9.4k | 38.98 | |
Eaton Corp SHS (ETN) | 0.1 | $366k | 2.3k | 156.95 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $364k | 4.8k | 75.20 | |
Fifth Third Ban (FITB) | 0.1 | $359k | 11k | 32.81 | |
Simplify Exchange Traded Fun Simplify Interst (PFIX) | 0.1 | $358k | 5.0k | 71.61 | |
ConocoPhillips (COP) | 0.1 | $356k | 3.0k | 118.00 | |
MetLife (MET) | 0.1 | $347k | 4.8k | 72.37 | |
AutoZone (AZO) | 0.1 | $340k | 138.00 | 2466.18 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $323k | 6.5k | 49.82 | |
Sanofi Sponsored Adr (SNY) | 0.1 | $313k | 6.5k | 48.43 | |
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $309k | 10k | 30.07 | |
Ford Motor Company (F) | 0.1 | $305k | 26k | 11.63 | |
Otis Worldwide Corp (OTIS) | 0.1 | $304k | 3.9k | 78.32 | |
Constellation Brands Cl A (STZ) | 0.1 | $304k | 1.3k | 231.77 | |
Nutrien (NTR) | 0.1 | $303k | 4.2k | 73.03 | |
SYSCO Corporation (SYY) | 0.1 | $303k | 4.0k | 76.45 | |
CVS Caremark Corporation (CVS) | 0.1 | $301k | 3.2k | 93.20 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $300k | 4.0k | 74.50 | |
Wec Energy Group (WEC) | 0.1 | $296k | 3.2k | 93.76 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $293k | 4.5k | 65.65 | |
Truist Financial Corp equities (TFC) | 0.1 | $290k | 6.7k | 43.03 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $289k | 2.3k | 125.11 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $278k | 17k | 16.80 | |
British Amern Tob Sponsored Adr (BTI) | 0.1 | $276k | 6.9k | 39.98 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $273k | 3.3k | 82.49 | |
Hershey Company (HSY) | 0.1 | $270k | 1.2k | 231.61 | |
Dominion Resources (D) | 0.1 | $270k | 4.4k | 61.33 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $269k | 5.8k | 46.70 | |
Applied Materials (AMAT) | 0.1 | $267k | 2.7k | 97.38 | |
Carrier Global Corporation (CARR) | 0.1 | $267k | 6.5k | 41.25 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $266k | 949.00 | 279.98 | |
Walgreen Boots Alliance (WBA) | 0.1 | $264k | 7.1k | 37.36 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $263k | 4.5k | 58.50 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $263k | 7.7k | 34.20 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $261k | 1.6k | 163.55 | |
Enbridge (ENB) | 0.1 | $259k | 6.6k | 39.10 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $257k | 11k | 23.67 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $254k | 1.3k | 202.94 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $251k | 21k | 11.87 | |
Ishares Tr Esg Scrd S&p Mid (XJH) | 0.1 | $249k | 7.6k | 32.80 | |
Neurocrine Biosciences (NBIX) | 0.1 | $244k | 2.0k | 119.44 | |
Kraft Heinz (KHC) | 0.1 | $244k | 6.0k | 40.71 | |
Servicenow (NOW) | 0.1 | $240k | 618.00 | 388.27 | |
Shopify Cl A (SHOP) | 0.0 | $236k | 6.8k | 34.71 | |
Darden Restaurants (DRI) | 0.0 | $236k | 1.7k | 138.33 | |
Capital One Financial (COF) | 0.0 | $231k | 2.5k | 92.96 | |
Palo Alto Networks (PANW) | 0.0 | $227k | 1.6k | 139.54 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $225k | 16k | 14.10 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $225k | 843.00 | 266.84 | |
Novartis Sponsored Adr (NVS) | 0.0 | $225k | 2.5k | 90.72 | |
Chubb (CB) | 0.0 | $225k | 1.0k | 220.60 | |
Xcel Energy (XEL) | 0.0 | $224k | 3.2k | 70.11 | |
Kla Corp Com New (KLAC) | 0.0 | $221k | 586.00 | 377.03 | |
Yum! Brands (YUM) | 0.0 | $218k | 1.7k | 128.08 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $217k | 1.1k | 191.58 | |
First Tr Morningstar Divid L SHS (FDL) | 0.0 | $216k | 5.9k | 36.56 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $211k | 963.00 | 219.02 | |
Us Bancorp Del Com New (USB) | 0.0 | $210k | 4.8k | 43.61 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $209k | 2.0k | 104.27 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $204k | 607.00 | 336.53 | |
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $204k | 3.3k | 62.08 | |
Ishares Tr Global Tech Etf (IXN) | 0.0 | $202k | 4.5k | 44.83 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $193k | 19k | 10.10 | |
Blackrock Muniyield Insured Fund (MYI) | 0.0 | $190k | 17k | 11.21 | |
Gopro Cl A (GPRO) | 0.0 | $149k | 30k | 4.98 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $145k | 13k | 11.37 | |
Franklin Street Properties (FSP) | 0.0 | $122k | 45k | 2.73 | |
Carnival Corp Common Stock (CCL) | 0.0 | $92k | 11k | 8.06 | |
Mfs High Income Mun Tr Sh Ben Int (CXE) | 0.0 | $52k | 15k | 3.49 | |
Lumiradx SHS (LMDXF) | 0.0 | $31k | 34k | 0.90 | |
Wheels Up Experience Com Cl A | 0.0 | $16k | 15k | 1.03 | |
Magenta Therapeutics | 0.0 | $4.1k | 11k | 0.40 |