Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of March 31, 2023

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 365 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.6 $41M 246k 164.90
Microsoft Corporation (MSFT) 3.3 $24M 84k 288.30
Ishares Tr Ibonds Dec2026 (IBDR) 2.6 $19M 809k 23.73
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.5 $18M 747k 24.53
Ishares Tr Ibonds Dec24 Etf (IBDP) 2.3 $17M 673k 24.59
Ishares Tr Ibonds Dec23 Etf 2.1 $15M 606k 25.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $15M 314k 48.37
Ishares Tr Ibonds 27 Etf (IBDS) 2.1 $15M 632k 23.82
Procter & Gamble Company (PG) 1.8 $13M 89k 148.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $13M 177k 73.16
Johnson & Johnson (JNJ) 1.7 $12M 80k 155.00
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $12M 80k 154.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $9.8M 26k 376.08
Eli Lilly & Co. (LLY) 1.3 $9.6M 28k 343.43
Home Depot (HD) 1.3 $9.4M 32k 295.12
Ishares Tr Core Div Grwth (DGRO) 1.3 $9.4M 188k 49.99
Amazon (AMZN) 1.3 $9.2M 89k 103.29
Abbvie (ABBV) 1.2 $8.5M 53k 159.37
JPMorgan Chase & Co. (JPM) 1.1 $7.9M 61k 130.31
Coca-Cola Company (KO) 1.1 $7.8M 127k 62.03
Tesla Motors (TSLA) 1.1 $7.7M 37k 207.46
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $7.5M 19k 385.47
McDonald's Corporation (MCD) 1.0 $7.2M 26k 279.61
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $6.9M 146k 47.32
Amgen (AMGN) 0.9 $6.8M 28k 241.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $6.7M 21k 320.92
Alphabet Cap Stk Cl C (GOOG) 0.9 $6.6M 64k 104.00
Pepsi (PEP) 0.9 $6.5M 36k 182.30
Enterprise Products Partners (EPD) 0.9 $6.5M 252k 25.90
Southern Company (SO) 0.9 $6.4M 92k 69.58
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $6.4M 19k 332.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $6.2M 31k 204.10
Merck & Co (MRK) 0.8 $6.1M 58k 106.39
Chevron Corporation (CVX) 0.8 $6.0M 37k 163.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $5.7M 23k 244.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $5.6M 18k 308.77
Pfizer (PFE) 0.7 $5.3M 131k 40.80
NVIDIA Corporation (NVDA) 0.7 $5.2M 19k 277.77
Exxon Mobil Corporation (XOM) 0.7 $5.1M 47k 109.66
Visa Com Cl A (V) 0.6 $4.5M 20k 225.45
Vanguard Index Fds Value Etf (VTV) 0.6 $4.4M 32k 138.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $4.4M 41k 105.50
Kimberly-Clark Corporation (KMB) 0.6 $4.3M 32k 134.22
Wal-Mart Stores (WMT) 0.6 $4.2M 29k 147.45
Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.0M 39k 103.73
Broadcom (AVGO) 0.5 $3.9M 6.1k 641.50
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $3.9M 39k 99.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.8M 9.3k 409.38
General Dynamics Corporation (GD) 0.5 $3.8M 16k 228.21
Nextera Energy (NEE) 0.5 $3.7M 49k 77.08
Verizon Communications (VZ) 0.5 $3.7M 96k 38.89
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.5 $3.7M 152k 24.01
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $3.6M 51k 69.92
DNP Select Income Fund (DNP) 0.5 $3.6M 325k 11.02
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $3.5M 75k 47.15
Emerson Electric (EMR) 0.5 $3.5M 41k 87.14
Bristol Myers Squibb (BMY) 0.5 $3.4M 50k 69.31
General Mills (GIS) 0.5 $3.4M 40k 85.46
UnitedHealth (UNH) 0.4 $3.1M 6.5k 472.57
Texas Instruments Incorporated (TXN) 0.4 $3.1M 17k 186.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $3.0M 24k 129.46
Qualcomm (QCOM) 0.4 $2.9M 23k 127.58
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $2.9M 92k 31.22
Lowe's Companies (LOW) 0.4 $2.9M 14k 199.97
Philip Morris International (PM) 0.4 $2.8M 29k 97.25
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.7M 30k 91.24
Diageo Spon Adr New (DEO) 0.4 $2.7M 15k 181.18
Vanguard World Fds Health Car Etf (VHT) 0.4 $2.6M 11k 238.47
Lockheed Martin Corporation (LMT) 0.4 $2.6M 5.5k 472.76
Select Sector Spdr Tr Technology (XLK) 0.4 $2.6M 17k 151.01
Thermo Fisher Scientific (TMO) 0.4 $2.6M 4.4k 576.43
Intel Corporation (INTC) 0.4 $2.6M 78k 32.67
Abbott Laboratories (ABT) 0.3 $2.5M 25k 101.26
Costco Wholesale Corporation (COST) 0.3 $2.5M 4.9k 496.86
AFLAC Incorporated (AFL) 0.3 $2.4M 37k 64.52
Raytheon Technologies Corp (RTX) 0.3 $2.3M 24k 97.93
Cisco Systems (CSCO) 0.3 $2.3M 44k 52.27
Automatic Data Processing (ADP) 0.3 $2.3M 10k 222.63
Vanguard Index Fds Growth Etf (VUG) 0.3 $2.3M 9.1k 249.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $2.2M 16k 134.07
International Business Machines (IBM) 0.3 $2.2M 17k 131.09
Comcast Corp Cl A (CMCSA) 0.3 $2.2M 57k 37.91
Oracle Corporation (ORCL) 0.3 $2.1M 23k 92.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.1M 28k 74.71
Illinois Tool Works (ITW) 0.3 $2.1M 8.5k 243.45
Duke Energy Corp Com New (DUK) 0.3 $2.0M 21k 96.47
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.0M 11k 183.22
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $1.9M 29k 67.69
W.R. Berkley Corporation (WRB) 0.3 $1.9M 31k 62.26
American Electric Power Company (AEP) 0.3 $1.9M 21k 90.99
Kinder Morgan (KMI) 0.3 $1.9M 107k 17.51
Altria (MO) 0.3 $1.8M 41k 44.62
American Express Company (AXP) 0.2 $1.8M 11k 164.95
Progressive Corporation (PGR) 0.2 $1.7M 12k 143.06
Regeneron Pharmaceuticals (REGN) 0.2 $1.7M 2.1k 821.51
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M 9.5k 178.39
Deere & Company (DE) 0.2 $1.6M 3.9k 412.88
salesforce (CRM) 0.2 $1.6M 8.1k 199.77
Northrop Grumman Corporation (NOC) 0.2 $1.6M 3.5k 461.70
Honeywell International (HON) 0.2 $1.6M 8.4k 191.13
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.6M 7.1k 225.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.6M 40k 40.40
Astrazeneca Sponsored Adr (AZN) 0.2 $1.6M 23k 69.41
Federated Hermes CL B (FHI) 0.2 $1.6M 39k 40.14
Bank of America Corporation (BAC) 0.2 $1.6M 54k 28.60
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.6M 23k 66.85
Medtronic SHS (MDT) 0.2 $1.6M 19k 80.62
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.5M 3.7k 411.06
Walt Disney Company (DIS) 0.2 $1.5M 15k 100.13
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $1.5M 59k 24.94
Norfolk Southern (NSC) 0.2 $1.5M 7.0k 212.01
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.5M 6.9k 210.92
Waste Management (WM) 0.2 $1.5M 8.9k 163.18
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $1.4M 56k 25.53
Digital Realty Trust (DLR) 0.2 $1.4M 14k 98.31
Ishares Tr Ibonds Dec 25 (IBMN) 0.2 $1.4M 52k 26.61
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.3M 16k 81.22
Williams Companies (WMB) 0.2 $1.3M 43k 29.86
Rockwell Automation (ROK) 0.2 $1.3M 4.3k 293.43
Nike CL B (NKE) 0.2 $1.3M 10k 122.64
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.2M 14k 91.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.2M 8.1k 152.26
Zoetis Cl A (ZTS) 0.2 $1.2M 7.4k 166.44
Paychex (PAYX) 0.2 $1.2M 11k 114.59
Stryker Corporation (SYK) 0.2 $1.2M 4.2k 285.47
Lam Research Corporation (LRCX) 0.2 $1.2M 2.2k 530.17
Ishares Tr Ibonds Dec (IBMM) 0.2 $1.2M 45k 25.87
Global Payments (GPN) 0.2 $1.2M 11k 105.24
Intuit (INTU) 0.2 $1.1M 2.5k 445.85
Aon Shs Cl A (AON) 0.2 $1.1M 3.5k 315.30
Cme (CME) 0.1 $1.1M 5.7k 191.52
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $1.1M 42k 25.46
Tractor Supply Company (TSCO) 0.1 $1.1M 4.6k 235.03
Danaher Corporation (DHR) 0.1 $1.0M 4.2k 252.05
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.0M 3.3k 315.07
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.0M 14k 72.74
Caterpillar (CAT) 0.1 $1.0M 4.5k 228.85
Meta Platforms Cl A (META) 0.1 $1.0M 4.9k 211.93
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.0M 10k 101.66
Ishares Tr National Mun Etf (MUB) 0.1 $1.0M 9.5k 107.74
Extra Space Storage (EXR) 0.1 $1.0M 6.3k 162.94
Canadian Pacific Railway 0.1 $1.0M 13k 76.94
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.0M 9.5k 106.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1000k 19k 53.47
Waste Connections (WCN) 0.1 $987k 7.1k 139.07
Ishares Tr Select Divid Etf (DVY) 0.1 $983k 8.4k 117.18
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.1 $979k 33k 29.40
Kraft Heinz (KHC) 0.1 $971k 25k 38.67
Zimmer Holdings (ZBH) 0.1 $971k 7.5k 129.20
3M Company (MMM) 0.1 $961k 9.1k 105.11
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $959k 9.0k 106.37
Equifax (EFX) 0.1 $950k 4.7k 202.84
Air Products & Chemicals (APD) 0.1 $949k 3.3k 287.17
Ishares Gold Tr Ishares New (IAU) 0.1 $948k 25k 37.37
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $931k 2.00 465600.00
Vanguard World Fds Financials Etf (VFH) 0.1 $931k 12k 77.89
Principal Financial (PFG) 0.1 $910k 12k 74.32
Truist Financial Corp equities (TFC) 0.1 $902k 26k 34.10
Hershey Company (HSY) 0.1 $898k 3.5k 254.43
Ishares Tr Ibonds Dec2023 0.1 $897k 35k 25.43
Public Service Enterprise (PEG) 0.1 $892k 14k 62.45
PNC Financial Services (PNC) 0.1 $891k 7.0k 127.10
Pioneer Natural Resources (PXD) 0.1 $877k 4.3k 204.24
Union Pacific Corporation (UNP) 0.1 $871k 4.3k 201.26
Byrna Technologies Com New (BYRN) 0.1 $867k 114k 7.59
Vanguard Index Fds Small Cp Etf (VB) 0.1 $829k 4.4k 189.57
Crown Castle Intl (CCI) 0.1 $820k 6.1k 133.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $818k 10k 82.16
United Parcel Service CL B (UPS) 0.1 $814k 4.2k 194.00
Target Corporation (TGT) 0.1 $796k 4.8k 165.64
Mondelez Intl Cl A (MDLZ) 0.1 $787k 11k 69.72
Ishares Tr Ishares Biotech (IBB) 0.1 $776k 6.0k 129.15
Nutrien (NTR) 0.1 $774k 11k 73.85
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $762k 24k 31.63
Advanced Micro Devices (AMD) 0.1 $746k 7.6k 98.02
Smucker J M Com New (SJM) 0.1 $742k 4.7k 157.37
Equinix (EQIX) 0.1 $740k 1.0k 721.18
Gilead Sciences (GILD) 0.1 $734k 8.9k 82.97
Intuitive Surgical Com New (ISRG) 0.1 $732k 2.9k 255.47
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $691k 22k 31.45
CSX Corporation (CSX) 0.1 $683k 23k 29.94
American Tower Reit (AMT) 0.1 $679k 3.3k 204.34
PPL Corporation (PPL) 0.1 $676k 24k 27.79
Intercontinental Exchange (ICE) 0.1 $660k 6.3k 104.29
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $658k 23k 28.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $656k 10k 63.89
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $653k 7.2k 90.45
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $652k 28k 23.53
Ishares Core Msci Emkt (IEMG) 0.1 $642k 13k 48.79
Park National Corporation (PRK) 0.1 $639k 5.4k 118.57
Wells Fargo & Company (WFC) 0.1 $630k 17k 37.38
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $625k 6.5k 96.70
TJX Companies (TJX) 0.1 $619k 7.9k 78.36
Eaton Corp SHS (ETN) 0.1 $611k 3.6k 171.34
Baxter International (BAX) 0.1 $602k 15k 40.56
First Tr Morningstar Divid L SHS (FDL) 0.1 $596k 17k 35.50
Colgate-Palmolive Company (CL) 0.1 $592k 7.9k 75.15
Genuine Parts Company (GPC) 0.1 $580k 3.5k 167.31
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $575k 17k 33.48
Select Sector Spdr Tr Energy (XLE) 0.1 $574k 6.9k 82.83
Palo Alto Networks (PANW) 0.1 $572k 2.9k 199.74
Vanguard World Fds Energy Etf (VDE) 0.1 $567k 5.0k 114.23
Netflix (NFLX) 0.1 $559k 1.6k 345.51
Simon Property (SPG) 0.1 $557k 5.0k 111.97
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $542k 6.2k 87.77
At&t (T) 0.1 $541k 28k 19.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $537k 7.3k 73.83
Applied Materials (AMAT) 0.1 $535k 4.4k 122.83
Ishares Tr Tips Bd Etf (TIP) 0.1 $525k 4.8k 110.25
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $517k 6.1k 84.68
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.1 $515k 27k 18.95
Linde SHS (LIN) 0.1 $514k 1.4k 355.44
Fifth Third Ban (FITB) 0.1 $514k 19k 26.64
Anthem (ELV) 0.1 $513k 1.1k 459.69
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) 0.1 $508k 27k 19.01
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $505k 2.2k 226.86
Schlumberger Com Stk (SLB) 0.1 $505k 10k 49.10
Mastercard Incorporated Cl A (MA) 0.1 $504k 1.4k 363.40
BlackRock (BLK) 0.1 $495k 740.00 668.69
Humana (HUM) 0.1 $490k 1.0k 485.46
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $489k 10k 48.06
Blackstone Group Inc Com Cl A (BX) 0.1 $487k 5.5k 87.84
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $486k 1.9k 252.55
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $483k 3.5k 139.03
Unilever Spon Adr New (UL) 0.1 $479k 9.2k 51.93
Moody's Corporation (MCO) 0.1 $479k 1.6k 305.99
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $470k 3.4k 137.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $463k 3.3k 140.20
Cdw (CDW) 0.1 $451k 2.3k 194.89
Nxp Semiconductors N V (NXPI) 0.1 $444k 2.4k 186.47
Kla Corp Com New (KLAC) 0.1 $441k 1.1k 399.26
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $436k 35k 12.47
SYSCO Corporation (SYY) 0.1 $435k 5.6k 77.23
Federal Signal Corporation (FSS) 0.1 $434k 8.0k 54.21
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $426k 14k 29.50
Darden Restaurants (DRI) 0.1 $425k 2.7k 155.16
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $420k 9.5k 44.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $418k 4.5k 93.02
Shopify Cl A (SHOP) 0.1 $418k 8.7k 47.94
Ishares Tr Msci Eafe Etf (EFA) 0.1 $415k 5.8k 71.53
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $414k 5.2k 79.72
Servicenow (NOW) 0.1 $414k 891.00 464.74
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $407k 1.5k 263.19
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $404k 18k 23.02
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $404k 2.1k 193.52
CVS Caremark Corporation (CVS) 0.1 $404k 5.4k 74.32
Cigna Corp (CI) 0.1 $400k 1.6k 255.53
Sanofi Sponsored Adr (SNY) 0.1 $400k 7.4k 54.42
Hca Holdings (HCA) 0.1 $399k 1.5k 263.68
Asml Holding N V N Y Registry Shs (ASML) 0.1 $397k 583.00 680.71
Enbridge (ENB) 0.1 $395k 10k 38.15
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $390k 3.7k 104.48
Wec Energy Group (WEC) 0.1 $387k 4.1k 94.79
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.1 $385k 6.3k 60.95
Albemarle Corporation (ALB) 0.1 $379k 1.7k 221.06
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $376k 1.1k 339.42
Travelers Companies (TRV) 0.1 $376k 2.2k 171.41
Walgreen Boots Alliance (WBA) 0.1 $374k 11k 34.58
Carrier Global Corporation (CARR) 0.1 $373k 8.1k 45.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $370k 4.8k 76.23
Accenture Plc Ireland Shs Class A (ACN) 0.1 $369k 1.3k 285.81
Otis Worldwide Corp (OTIS) 0.0 $364k 4.3k 84.41
AutoZone (AZO) 0.0 $364k 148.00 2458.15
Neurocrine Biosciences (NBIX) 0.0 $355k 3.5k 101.22
Ford Motor Company (F) 0.0 $350k 28k 12.60
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $347k 12k 30.13
Edwards Lifesciences (EW) 0.0 $343k 4.2k 82.73
Us Bancorp Del Com New (USB) 0.0 $341k 9.5k 36.05
General Electric Com New (GE) 0.0 $340k 3.6k 95.61
Novartis Sponsored Adr (NVS) 0.0 $337k 3.7k 92.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $334k 6.6k 50.54
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $330k 6.1k 53.98
Marvell Technology (MRVL) 0.0 $327k 7.5k 43.30
British Amern Tob Sponsored Adr (BTI) 0.0 $326k 9.3k 35.12
Select Sector Spdr Tr Financial (XLF) 0.0 $323k 10k 32.15
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.0 $316k 10k 30.68
ConocoPhillips (COP) 0.0 $313k 3.2k 99.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $301k 5.5k 55.21
Ishares Tr Ibonds 23 Trm Ts 0.0 $297k 12k 24.81
Constellation Brands Cl A (STZ) 0.0 $296k 1.3k 225.87
Paypal Holdings (PYPL) 0.0 $295k 3.9k 75.95
Dominion Resources (D) 0.0 $291k 5.2k 55.91
Chubb (CB) 0.0 $291k 1.5k 194.19
FedEx Corporation (FDX) 0.0 $290k 1.3k 228.49
Yum! Brands (YUM) 0.0 $289k 2.2k 132.08
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $287k 12k 24.06
Rio Tinto Sponsored Adr (RIO) 0.0 $286k 4.2k 68.60
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.0 $285k 7.3k 38.94
Magellan Midstream Prtnrs Com Unit Rp Lp 0.0 $285k 5.3k 54.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $282k 6.2k 45.17
MetLife (MET) 0.0 $280k 4.8k 57.94
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.0 $279k 7.8k 35.92
Watsco, Incorporated (WSO) 0.0 $276k 868.00 318.16
Dow (DOW) 0.0 $276k 5.0k 54.82
Charles Schwab Corporation (SCHW) 0.0 $275k 5.2k 52.38
Biogen Idec (BIIB) 0.0 $274k 987.00 278.03
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $269k 17k 15.96
Synovus Finl Corp Com New (SNV) 0.0 $267k 8.7k 30.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $266k 11k 24.52
Proshares Tr S&p Tech Dividen (TDV) 0.0 $266k 4.3k 61.17
Curtiss-Wright (CW) 0.0 $264k 1.5k 176.26
Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $264k 7.8k 33.99
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $264k 2.1k 123.71
Adobe Systems Incorporated (ADBE) 0.0 $262k 680.00 385.42
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $262k 2.3k 113.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $262k 2.5k 104.68
Ishares Silver Tr Ishares (SLV) 0.0 $259k 12k 22.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $258k 1.2k 216.41
Evergy (EVRG) 0.0 $256k 4.2k 61.12
American Water Works (AWK) 0.0 $253k 1.7k 146.50
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.0 $252k 9.3k 27.05
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $248k 2.5k 99.12
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $248k 3.4k 72.08
Sprott Physical Gold Tr Unit (PHYS) 0.0 $247k 16k 15.46
Marathon Petroleum Corp (MPC) 0.0 $245k 1.8k 134.83
Ishares Tr Global Tech Etf (IXN) 0.0 $245k 4.5k 54.36
Xcel Energy (XEL) 0.0 $243k 3.6k 67.44
Republic Services (RSG) 0.0 $240k 1.8k 135.22
Freeport-mcmoran CL B (FCX) 0.0 $240k 5.9k 40.91
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $239k 6.1k 39.11
Becton, Dickinson and (BDX) 0.0 $237k 958.00 247.51
Totalenergies Se Sponsored Ads (TTE) 0.0 $236k 4.0k 59.05
Cadence Design Systems (CDNS) 0.0 $233k 1.1k 210.09
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $233k 5.6k 41.60
S&p Global (SPGI) 0.0 $233k 675.00 344.77
Realty Income (O) 0.0 $231k 3.6k 63.32
Morgan Stanley Com New (MS) 0.0 $230k 2.6k 87.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $230k 3.0k 76.49
Toronto Dominion Bk Ont Com New (TD) 0.0 $229k 3.8k 59.90
PIMCO Corporate Income Fund (PCN) 0.0 $228k 18k 12.54
Cummins (CMI) 0.0 $228k 954.00 238.98
Phillips 66 (PSX) 0.0 $227k 2.2k 101.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $226k 902.00 250.16
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $224k 4.9k 45.28
Starbucks Corporation (SBUX) 0.0 $217k 2.1k 104.11
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $216k 2.5k 86.86
Hp (HPQ) 0.0 $215k 7.3k 29.35
Broadridge Financial Solutions (BR) 0.0 $214k 1.5k 146.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $212k 2.6k 83.04
Goldman Sachs (GS) 0.0 $211k 646.00 327.28
Aptar (ATR) 0.0 $211k 1.8k 118.19
Corning Incorporated (GLW) 0.0 $210k 5.9k 35.28
Innovator Etfs Tr Us Eqt Acc 9 Bfr (XBJA) 0.0 $209k 9.0k 23.32
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.0 $209k 6.8k 30.73
Sba Communications Corp Cl A (SBAC) 0.0 $208k 798.00 261.07
Innovator Etfs Tr Power Buffer Set (PSTP) 0.0 $208k 8.0k 25.97
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $208k 2.8k 73.83
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $207k 20k 10.29
Southern Copper Corporation (SCCO) 0.0 $206k 2.7k 76.25
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.0 $205k 7.2k 28.45
Ansys (ANSS) 0.0 $204k 614.00 332.80
Blackrock Muniyield Insured Fund (MYI) 0.0 $203k 18k 11.34
Fidelity National Information Services (FIS) 0.0 $203k 3.7k 54.33
Citigroup Com New (C) 0.0 $203k 4.3k 46.90
Nuveen Ga Div Adv Mun Fd 2 0.0 $174k 17k 10.17
Gopro Cl A (GPRO) 0.0 $151k 30k 5.03
Enlink Midstream Com Unit Rep Ltd (ENLC) 0.0 $149k 14k 10.84
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $145k 13k 11.12
Carnival Corp Common Stock (CCL) 0.0 $145k 14k 10.15
Franklin Street Properties (FSP) 0.0 $70k 45k 1.57
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $55k 15k 3.65
Lumiradx SHS (LMDXF) 0.0 $32k 69k 0.47
Butterfly Network Com Cl A (BFLY) 0.0 $24k 13k 1.88
Wheels Up Experience Com Cl A 0.0 $9.5k 15k 0.63
Magenta Therapeutics 0.0 $8.3k 11k 0.79