Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of March 31, 2025

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 406 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
Apple (AAPL) 5.2 $64M 288k 222.13
Ishares Tr Ibonds Dec25 Etf (IBDQ) 4.3 $52M 2.1M 25.15
Microsoft Corporation (MSFT) 2.8 $34M 92k 375.39
Ishares Tr Ibonds Dec2026 (IBDR) 2.8 $34M 1.4M 24.21
Ishares Tr Ibonds 27 Etf (IBDS) 2.3 $28M 1.2M 24.18
NVIDIA Corporation (NVDA) 2.1 $25M 232k 108.38
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.0 $24M 823k 29.69
Eli Lilly & Co. (LLY) 2.0 $24M 29k 825.92
Ishares Tr Ibds Dec28 Etf (IBDT) 2.0 $24M 952k 25.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $21M 956k 22.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $20M 39k 513.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $20M 71k 274.84
Ishares Tr Ibonds Dec 29 (IBDU) 1.5 $19M 817k 23.13
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $18M 92k 193.99
Amazon (AMZN) 1.4 $17M 87k 190.26
Ishares Tr Ibonds Dec 2030 (IBDV) 1.3 $17M 758k 21.72
Ishares Tr Ibonds Dec 2031 (IBDW) 1.3 $16M 771k 20.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $15M 548k 27.96
JPMorgan Chase & Co. (JPM) 1.3 $15M 62k 245.30
Procter & Gamble Company (PG) 1.2 $14M 85k 170.42
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.2 $14M 217k 66.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $14M 30k 468.92
Vanguard World Inf Tech Etf (VGT) 1.2 $14M 26k 542.38
Ishares Tr Ibonds Dec 2032 (IBDX) 1.1 $14M 543k 24.99
Home Depot (HD) 1.1 $13M 36k 366.49
Johnson & Johnson (JNJ) 1.0 $12M 70k 165.84
Abbvie (ABBV) 0.9 $12M 55k 209.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $11M 19k 559.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $11M 25k 419.88
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.9 $11M 448k 23.37
Alphabet Cap Stk Cl C (GOOG) 0.8 $10M 65k 156.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $10M 19k 532.58
Tesla Motors (TSLA) 0.8 $10M 39k 259.16
Ishares Tr Core Div Grwth (DGRO) 0.8 $9.7M 156k 61.78
Amgen (AMGN) 0.7 $9.1M 29k 311.55
Wal-Mart Stores (WMT) 0.7 $8.9M 102k 87.79
Broadcom (AVGO) 0.7 $8.5M 51k 167.43
Southern Company (SO) 0.7 $8.5M 92k 91.95
Coca-Cola Company (KO) 0.7 $8.5M 118k 71.62
Enterprise Products Partners (EPD) 0.7 $8.5M 248k 34.14
Select Sector Spdr Tr Technology (XLK) 0.7 $8.4M 41k 206.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $8.2M 64k 128.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $8.0M 22k 361.08
International Business Machines (IBM) 0.6 $7.8M 32k 248.66
Exxon Mobil Corporation (XOM) 0.6 $7.4M 63k 118.93
Visa Com Cl A (V) 0.6 $7.4M 21k 350.47
McDonald's Corporation (MCD) 0.6 $7.2M 23k 312.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $7.2M 50k 146.01
Alphabet Cap Stk Cl A (GOOGL) 0.5 $6.6M 43k 154.64
Philip Morris International (PM) 0.5 $6.5M 41k 158.73
AFLAC Incorporated (AFL) 0.5 $6.5M 59k 111.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $6.3M 86k 73.45
Meta Platforms Cl A (META) 0.5 $6.2M 11k 576.37
Chevron Corporation (CVX) 0.5 $5.9M 35k 167.29
Costco Wholesale Corporation (COST) 0.5 $5.6M 5.9k 945.73
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $5.4M 68k 78.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $5.3M 62k 85.07
Pepsi (PEP) 0.4 $5.0M 33k 149.94
Raytheon Technologies Corp (RTX) 0.4 $4.9M 37k 132.46
Vanguard Index Fds Value Etf (VTV) 0.4 $4.8M 28k 172.74
Merck & Co (MRK) 0.4 $4.8M 54k 89.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $4.8M 59k 81.67
Emerson Electric (EMR) 0.4 $4.5M 41k 109.64
Spdr Gold Tr Gold Shs (GLD) 0.4 $4.3M 15k 288.14
Altria (MO) 0.4 $4.3M 71k 60.02
Ishares Tr Rus 1000 Etf (IWB) 0.3 $4.3M 14k 306.74
Kimberly-Clark Corporation (KMB) 0.3 $4.1M 29k 142.22
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $4.0M 41k 98.92
Ishares Tr Ibonds Dec 26 (IBMO) 0.3 $4.0M 157k 25.56
Williams Companies (WMB) 0.3 $4.0M 67k 59.76
Vanguard World Health Car Etf (VHT) 0.3 $4.0M 15k 264.73
Ishares Tr Ibonds Dec 25 (IBMN) 0.3 $3.9M 147k 26.75
Caterpillar (CAT) 0.3 $3.9M 12k 329.79
Progressive Corporation (PGR) 0.3 $3.7M 13k 283.02
Qualcomm (QCOM) 0.3 $3.7M 24k 153.61
General Dynamics Corporation (GD) 0.3 $3.7M 14k 272.57
Fifth Third Ban (FITB) 0.3 $3.5M 90k 39.20
Vanguard Index Fds Growth Etf (VUG) 0.3 $3.5M 9.5k 370.83
Bristol Myers Squibb (BMY) 0.3 $3.5M 57k 60.99
Nextera Energy (NEE) 0.3 $3.4M 49k 70.89
Kinder Morgan (KMI) 0.3 $3.4M 120k 28.53
W.R. Berkley Corporation (WRB) 0.3 $3.4M 47k 71.16
Consolidated Edison (ED) 0.3 $3.3M 30k 110.59
Abbott Laboratories (ABT) 0.3 $3.3M 25k 132.65
Oracle Corporation (ORCL) 0.3 $3.3M 23k 139.81
Automatic Data Processing (ADP) 0.3 $3.2M 11k 305.54
Astrazeneca Sponsored Adr (AZN) 0.3 $3.2M 43k 73.50
Bank of America Corporation (BAC) 0.3 $3.1M 75k 41.73
Ishares Tr Ibonds Dec 27 (IBMP) 0.3 $3.1M 122k 25.28
Stryker Corporation (SYK) 0.3 $3.1M 8.3k 372.25
Lowe's Companies (LOW) 0.3 $3.1M 13k 233.24
American Express Company (AXP) 0.2 $3.0M 11k 269.04
Medtronic SHS (MDT) 0.2 $3.0M 33k 89.86
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.9M 5.2k 561.92
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.8M 14k 199.49
Texas Instruments Incorporated (TXN) 0.2 $2.8M 15k 179.70
Duke Energy Corp Com New (DUK) 0.2 $2.7M 22k 121.97
Pfizer (PFE) 0.2 $2.7M 108k 25.34
Cisco Systems (CSCO) 0.2 $2.7M 44k 61.71
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.6M 35k 75.65
Hca Holdings (HCA) 0.2 $2.5M 7.4k 345.55
UnitedHealth (UNH) 0.2 $2.5M 4.7k 523.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.5M 51k 48.35
Verizon Communications (VZ) 0.2 $2.4M 54k 45.36
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $2.4M 29k 82.94
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.4M 9.3k 258.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.4M 46k 52.37
American Electric Power Company (AEP) 0.2 $2.4M 22k 109.27
Digital Realty Trust (DLR) 0.2 $2.4M 17k 143.29
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $2.3M 15k 160.54
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $2.3M 23k 102.18
DNP Select Income Fund (DNP) 0.2 $2.3M 231k 9.89
General Mills (GIS) 0.2 $2.3M 38k 59.79
Canadian Pacific Kansas City (CP) 0.2 $2.3M 32k 70.21
Ishares Tr Ibonds Dec 28 (IBMQ) 0.2 $2.2M 89k 25.29
Illinois Tool Works (ITW) 0.2 $2.2M 8.8k 248.01
TJX Companies (TJX) 0.2 $2.2M 18k 121.80
Mondelez Intl Cl A (MDLZ) 0.2 $2.1M 31k 67.85
Thermo Fisher Scientific (TMO) 0.2 $2.1M 4.2k 497.55
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.1M 38k 54.76
Waste Management (WM) 0.2 $2.1M 8.9k 231.50
Waste Connections (WCN) 0.2 $2.1M 11k 195.19
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.1M 67k 30.73
Principal Financial (PFG) 0.2 $2.0M 24k 84.37
Equinix (EQIX) 0.2 $1.9M 2.4k 815.26
Deere & Company (DE) 0.2 $1.9M 4.0k 469.35
Ishares Tr Ibonds Dec 2029 (IBMR) 0.2 $1.9M 75k 25.04
Honeywell International (HON) 0.2 $1.9M 8.8k 211.75
Byrna Technologies Com New (BYRN) 0.1 $1.7M 102k 16.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.7M 3.5k 484.79
salesforce (CRM) 0.1 $1.7M 6.3k 268.35
Netflix (NFLX) 0.1 $1.7M 1.8k 932.28
Ishares Gold Tr Ishares New (IAU) 0.1 $1.7M 29k 58.96
Micron Technology (MU) 0.1 $1.7M 19k 86.89
Lockheed Martin Corporation (LMT) 0.1 $1.6M 3.7k 446.69
Paychex (PAYX) 0.1 $1.6M 11k 154.28
Comcast Corp Cl A (CMCSA) 0.1 $1.6M 44k 36.90
Freeport-mcmoran CL B (FCX) 0.1 $1.6M 43k 37.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M 2.00 798441.50
Lam Research Corp Com New (LRCX) 0.1 $1.6M 22k 72.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.5M 8.1k 188.16
Ishares Silver Tr Ishares (SLV) 0.1 $1.5M 48k 30.99
Intuitive Surgical Com New (ISRG) 0.1 $1.4M 2.9k 495.27
Zoetis Cl A (ZTS) 0.1 $1.4M 8.7k 164.66
Regeneron Pharmaceuticals (REGN) 0.1 $1.4M 2.2k 634.35
D.R. Horton (DHI) 0.1 $1.4M 11k 127.13
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $1.4M 17k 84.95
Ishares Tr Select Divid Etf (DVY) 0.1 $1.4M 10k 134.29
Blackrock (BLK) 0.1 $1.4M 1.4k 946.69
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $1.4M 31k 44.09
Baxter International (BAX) 0.1 $1.3M 39k 34.23
Walt Disney Company (DIS) 0.1 $1.3M 14k 98.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 14k 92.83
Vanguard World Consum Dis Etf (VCR) 0.1 $1.3M 3.9k 325.52
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.3M 13k 95.37
Norfolk Southern (NSC) 0.1 $1.2M 5.2k 236.85
Diageo Spon Adr New (DEO) 0.1 $1.2M 12k 104.79
Palo Alto Networks (PANW) 0.1 $1.2M 7.2k 170.64
Xcel Energy (XEL) 0.1 $1.2M 17k 70.79
Truist Financial Corp equities (TFC) 0.1 $1.2M 29k 41.15
Public Service Enterprise (PEG) 0.1 $1.1M 14k 82.30
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $1.1M 3.4k 334.48
Gilead Sciences (GILD) 0.1 $1.1M 10k 112.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.1M 12k 90.54
Ccc Intelligent Solutions Holdings (CCCS) 0.1 $1.1M 120k 9.03
Air Products & Chemicals (APD) 0.1 $1.1M 3.6k 294.93
Blackstone Group Inc Com Cl A (BX) 0.1 $1.1M 7.5k 139.79
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $1.0M 8.4k 124.15
Zimmer Holdings (ZBH) 0.1 $1.0M 9.2k 113.18
Linde SHS (LIN) 0.1 $1.0M 2.2k 465.64
Cme (CME) 0.1 $1.0M 3.9k 265.30
Global Payments (GPN) 0.1 $1.0M 10k 97.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.0M 22k 45.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.0M 51k 19.78
Eaton Corp SHS (ETN) 0.1 $993k 3.7k 271.83
Union Pacific Corporation (UNP) 0.1 $990k 4.2k 236.24
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $983k 11k 93.66
Ishares Tr Core High Dv Etf (HDV) 0.1 $983k 8.1k 121.13
Oneok (OKE) 0.1 $971k 9.8k 99.22
Northrop Grumman Corporation (NOC) 0.1 $956k 1.9k 512.12
Ferrari Nv Ord (RACE) 0.1 $941k 2.2k 427.88
Nxp Semiconductors N V (NXPI) 0.1 $921k 4.8k 190.05
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $919k 7.8k 117.49
Mastercard Incorporated Cl A (MA) 0.1 $916k 1.7k 548.19
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $914k 7.3k 125.97
TPG Com Cl A (TPG) 0.1 $900k 19k 47.43
Wec Energy Group (WEC) 0.1 $892k 8.2k 108.98
RBB Motley Fol Etf (TMFC) 0.1 $892k 16k 55.62
Colgate-Palmolive Company (CL) 0.1 $887k 9.5k 93.70
Servicenow (NOW) 0.1 $875k 1.1k 796.14
Shopify Cl A (SHOP) 0.1 $851k 8.9k 95.48
3M Company (MMM) 0.1 $849k 5.8k 146.86
First Tr Morningstar Divid L SHS (FDL) 0.1 $847k 20k 43.44
Vertiv Holdings Com Cl A (VRT) 0.1 $845k 12k 72.20
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $844k 45k 18.59
Kla Corp Com New (KLAC) 0.1 $834k 1.2k 679.53
Moody's Corporation (MCO) 0.1 $830k 1.8k 465.69
Ishares Tr Ishares Biotech (IBB) 0.1 $828k 6.5k 127.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $823k 14k 60.66
Advanced Micro Devices (AMD) 0.1 $823k 8.0k 102.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $822k 9.9k 82.73
Park National Corporation (PRK) 0.1 $817k 5.4k 151.40
Intra Cellular Therapies (ITCI) 0.1 $817k 6.2k 131.92
Aon Shs Cl A (AON) 0.1 $813k 2.0k 399.09
Intel Corporation (INTC) 0.1 $810k 36k 22.71
Ishares Tr National Mun Etf (MUB) 0.1 $807k 7.7k 105.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $805k 4.8k 166.00
Ge Aerospace Com New (GE) 0.1 $804k 4.0k 200.14
Marvell Technology (MRVL) 0.1 $772k 13k 61.57
Hershey Company (HSY) 0.1 $744k 4.4k 171.04
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $743k 3.5k 211.48
Morgan Stanley Com New (MS) 0.1 $742k 6.4k 116.67
Goldman Sachs (GS) 0.1 $731k 1.3k 546.29
Applied Materials (AMAT) 0.1 $724k 5.0k 145.11
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $713k 6.8k 104.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $711k 14k 50.83
Carrier Global Corporation (CARR) 0.1 $708k 11k 63.40
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $708k 17k 41.21
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $692k 7.0k 98.70
Ishares Tr Ibonds Dec 2030 (IBMS) 0.1 $691k 27k 25.40
CSX Corporation (CSX) 0.1 $690k 23k 29.43
Travelers Companies (TRV) 0.1 $687k 2.6k 264.46
PNC Financial Services (PNC) 0.1 $675k 3.8k 175.77
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $673k 17k 38.85
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $653k 11k 60.61
Vanguard Index Fds Small Cp Etf (VB) 0.1 $645k 2.9k 221.76
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $643k 14k 46.81
Select Sector Spdr Tr Energy (XLE) 0.1 $639k 6.8k 93.45
PPL Corporation (PPL) 0.1 $619k 17k 36.11
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $619k 2.4k 255.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $614k 11k 58.35
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $608k 6.7k 90.67
Simon Property (SPG) 0.0 $603k 3.6k 166.10
Us Bancorp Del Com New (USB) 0.0 $602k 14k 42.22
Crowdstrike Hldgs Cl A (CRWD) 0.0 $598k 1.7k 352.58
Asml Holding N V N Y Registry Shs (ASML) 0.0 $596k 899.00 662.63
Chubb (CB) 0.0 $574k 1.9k 302.01
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $572k 9.5k 60.48
Welltower Inc Com reit (WELL) 0.0 $558k 3.6k 153.21
Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $555k 12k 47.36
Ishares Tr Msci Eafe Etf (EFA) 0.0 $553k 6.8k 81.73
Equifax (EFX) 0.0 $550k 2.3k 243.56
Tractor Supply Company (TSCO) 0.0 $549k 10k 55.10
Neurocrine Biosciences (NBIX) 0.0 $543k 4.9k 110.60
Darden Restaurants (DRI) 0.0 $543k 2.6k 207.76
At&t (T) 0.0 $539k 19k 28.28
Citigroup Com New (C) 0.0 $538k 7.6k 70.99
Target Corporation (TGT) 0.0 $536k 5.1k 104.36
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $536k 3.3k 161.27
Wells Fargo & Company (WFC) 0.0 $529k 7.4k 71.79
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $526k 7.7k 68.21
Federal Signal Corporation (FSS) 0.0 $525k 7.1k 73.55
Federated Hermes CL B (FHI) 0.0 $520k 13k 40.77
Anthem (ELV) 0.0 $517k 1.2k 434.99
AutoZone (AZO) 0.0 $511k 134.00 3812.78
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $508k 16k 32.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $506k 3.4k 150.96
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $500k 5.7k 87.99
Proshares Tr S&p Tech Dividen (TDV) 0.0 $494k 6.8k 72.85
Select Sector Spdr Tr Financial (XLF) 0.0 $490k 9.8k 49.81
Marriott Intl Cl A (MAR) 0.0 $489k 2.1k 238.20
Intercontinental Exchange (ICE) 0.0 $488k 2.8k 172.50
Schlumberger Com Stk (SLB) 0.0 $487k 12k 41.80
Cigna Corp (CI) 0.0 $475k 1.4k 329.00
Republic Services (RSG) 0.0 $469k 1.9k 242.16
Smucker J M Com New (SJM) 0.0 $465k 3.9k 118.42
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $464k 9.8k 47.48
MetLife (MET) 0.0 $462k 5.8k 80.29
Lincoln National Corporation (LNC) 0.0 $454k 13k 35.91
Intuit (INTU) 0.0 $452k 736.00 614.02
ConocoPhillips (COP) 0.0 $450k 4.3k 105.03
Select Sector Spdr Tr Communication (XLC) 0.0 $447k 4.6k 96.45
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $444k 3.9k 114.87
Ishares Core Msci Emkt (IEMG) 0.0 $441k 8.2k 53.97
Realty Income (O) 0.0 $435k 7.5k 58.01
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $430k 11k 38.41
Otis Worldwide Corp (OTIS) 0.0 $426k 4.1k 103.21
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $426k 12k 35.66
Sprott Physical Gold Tr Unit (PHYS) 0.0 $425k 18k 24.06
Accenture Plc Ireland Shs Class A (ACN) 0.0 $423k 1.4k 312.04
Watsco, Incorporated (WSO) 0.0 $422k 831.00 508.30
Unilever Spon Adr New (UL) 0.0 $421k 7.1k 59.55
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $415k 19k 22.18
Novartis Sponsored Adr (NVS) 0.0 $408k 3.7k 111.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $407k 3.3k 121.92
Sun Life Financial (SLF) 0.0 $400k 7.0k 57.26
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $394k 5.2k 75.91
U.S. Lime & Minerals (USLM) 0.0 $393k 4.5k 88.38
SYSCO Corporation (SYY) 0.0 $393k 5.2k 75.04
Victory Portfolios Ii Shares Free Cash (VFLO) 0.0 $389k 11k 34.28
United Parcel Service CL B (UPS) 0.0 $387k 3.5k 110.01
Becton, Dickinson and (BDX) 0.0 $385k 1.7k 229.08
Yum! Brands (YUM) 0.0 $385k 2.4k 157.36
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $383k 8.2k 46.67
Genuine Parts Company (GPC) 0.0 $381k 3.2k 119.14
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $378k 6.1k 61.89
Bank of New York Mellon Corporation (BK) 0.0 $377k 4.5k 83.87
Siriusxm Holdings Common Stock (SIRI) 0.0 $376k 17k 22.55
Targa Res Corp (TRGP) 0.0 $375k 1.9k 200.47
American Tower Reit (AMT) 0.0 $375k 1.7k 217.54
Broadridge Financial Solutions (BR) 0.0 $375k 1.5k 242.46
S&p Global (SPGI) 0.0 $374k 735.00 508.43
Synovus Finl Corp Com New (SNV) 0.0 $371k 7.9k 46.74
Danaher Corporation (DHR) 0.0 $370k 1.8k 205.00
British Amern Tob Sponsored Adr (BTI) 0.0 $369k 8.9k 41.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $368k 3.0k 122.01
Cadence Design Systems (CDNS) 0.0 $364k 1.4k 254.33
Ford Motor Company (F) 0.0 $363k 36k 10.03
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $360k 6.0k 60.19
Edwards Lifesciences (EW) 0.0 $356k 4.9k 72.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $349k 4.4k 78.94
Capital One Financial (COF) 0.0 $347k 1.9k 179.31
Ishares Tr Global Tech Etf (IXN) 0.0 $341k 4.5k 75.74
Cardinal Health (CAH) 0.0 $338k 2.5k 137.77
Cummins (CMI) 0.0 $338k 1.1k 313.58
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $335k 11k 29.28
FedEx Corporation (FDX) 0.0 $328k 1.3k 243.69
Ge Vernova (GEV) 0.0 $326k 1.1k 305.28
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.0 $326k 15k 22.21
Curtiss-Wright (CW) 0.0 $322k 1.0k 317.27
Evergy (EVRG) 0.0 $315k 4.6k 68.95
Allstate Corporation (ALL) 0.0 $312k 1.5k 207.07
Sarepta Therapeutics (SRPT) 0.0 $310k 4.9k 63.82
Sanofi Sponsored Adr (SNY) 0.0 $309k 5.6k 55.46
Vanguard World Financials Etf (VFH) 0.0 $308k 2.6k 119.47
Phillips 66 (PSX) 0.0 $307k 2.5k 123.48
Humana (HUM) 0.0 $305k 1.2k 264.60
Vulcan Materials Company (VMC) 0.0 $303k 1.3k 233.30
Comfort Systems USA (FIX) 0.0 $302k 937.00 322.33
M&T Bank Corporation (MTB) 0.0 $301k 1.7k 178.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $300k 1.2k 251.77
Fidelity National Financial Fnf Group Com (FNF) 0.0 $297k 4.6k 65.08
Crown Castle Intl (CCI) 0.0 $297k 2.8k 104.25
Vanguard World Consum Stp Etf (VDC) 0.0 $297k 1.4k 218.85
Nike CL B (NKE) 0.0 $295k 4.6k 63.48
Charles Schwab Corporation (SCHW) 0.0 $294k 3.8k 78.29
Woodward Governor Company (WWD) 0.0 $294k 1.6k 182.49
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $294k 4.9k 59.51
Kraft Heinz (KHC) 0.0 $291k 9.6k 30.43
Copart (CPRT) 0.0 $290k 5.1k 56.59
Hp (HPQ) 0.0 $289k 10k 27.69
Adobe Systems Incorporated (ADBE) 0.0 $288k 750.00 383.55
CVS Caremark Corporation (CVS) 0.0 $286k 4.2k 67.74
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $278k 7.4k 37.78
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $278k 14k 19.53
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $277k 7.4k 37.60
Zillow Group Cl C Cap Stk (Z) 0.0 $277k 4.0k 68.56
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $276k 2.7k 102.41
Corning Incorporated (GLW) 0.0 $275k 6.0k 45.78
Krystal Biotech (KRYS) 0.0 $273k 1.5k 180.30
Vanguard World Energy Etf (VDE) 0.0 $273k 2.1k 129.73
Equity Residential Sh Ben Int (EQR) 0.0 $267k 3.7k 71.58
Boston Scientific Corporation (BSX) 0.0 $266k 2.6k 100.88
Aptar (ATR) 0.0 $263k 1.8k 148.38
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $260k 2.7k 97.95
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $259k 15k 17.59
Booking Holdings (BKNG) 0.0 $258k 56.00 4606.91
McKesson Corporation (MCK) 0.0 $257k 382.00 672.99
Msa Safety Inc equity (MSA) 0.0 $257k 1.8k 146.69
Constellation Energy (CEG) 0.0 $255k 1.3k 201.63
CRH Ord (CRH) 0.0 $253k 2.9k 87.97
Constellation Brands Cl A (STZ) 0.0 $251k 1.4k 183.55
Trane Technologies SHS (TT) 0.0 $249k 739.00 336.92
Alliant Energy Corporation (LNT) 0.0 $244k 3.8k 64.34
Main Street Capital Corporation (MAIN) 0.0 $244k 4.3k 56.56
Thomson Reuters Corp. (TRI) 0.0 $243k 1.4k 172.78
Cintas Corporation (CTAS) 0.0 $241k 1.2k 205.53
Marsh & McLennan Companies (MMC) 0.0 $239k 981.00 244.03
American Water Works (AWK) 0.0 $238k 1.6k 147.52
Sprouts Fmrs Mkt (SFM) 0.0 $236k 1.5k 152.64
Exelon Corporation (EXC) 0.0 $236k 5.1k 46.08
Enbridge (ENB) 0.0 $235k 5.3k 44.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $235k 1.4k 173.26
Sempra Energy (SRE) 0.0 $234k 3.3k 71.36
Datadog Cl A Com (DDOG) 0.0 $231k 2.3k 99.21
DTE Energy Company (DTE) 0.0 $229k 1.7k 138.27
Kenvue (KVUE) 0.0 $224k 9.3k 23.98
Totalenergies Se Sponsored Ads (TTE) 0.0 $220k 3.4k 64.69
Mccormick & Co Com Non Vtg (MKC) 0.0 $217k 2.6k 82.32
Ss&c Technologies Holding (SSNC) 0.0 $217k 2.6k 83.53
Acres Commercial Realty Corp Com New (ACR) 0.0 $217k 10k 21.67
Rockwell Automation (ROK) 0.0 $213k 824.00 258.53
Uber Technologies (UBER) 0.0 $213k 2.9k 72.86
Toronto Dominion Bk Ont Com New (TD) 0.0 $213k 3.5k 59.94
Cognizant Technology Solutio Cl A (CTSH) 0.0 $213k 2.8k 76.50
Spotify Technology S A SHS (SPOT) 0.0 $212k 385.00 550.03
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $211k 7.4k 28.41
Dt Midstream Common Stock (DTM) 0.0 $210k 2.2k 96.48
Sony Group Corp Sponsored Adr (SONY) 0.0 $209k 8.2k 25.39
O'reilly Automotive (ORLY) 0.0 $209k 146.00 1432.58
Cdw (CDW) 0.0 $208k 1.3k 160.26
Huntington Ingalls Inds (HII) 0.0 $207k 1.0k 204.06
Analog Devices (ADI) 0.0 $206k 1.0k 201.76
Dominion Resources (D) 0.0 $206k 3.7k 56.07
Chipotle Mexican Grill (CMG) 0.0 $205k 4.1k 50.21
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.0 $204k 6.5k 31.39
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $203k 3.7k 54.86
Innovator Etfs Trust Equity Defined P (ZSEP) 0.0 $202k 8.1k 24.93
Ansys (ANSS) 0.0 $201k 634.00 316.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $200k 1.1k 186.29
Stellantis SHS (STLA) 0.0 $174k 16k 11.21
PIMCO Corporate Income Fund (PCN) 0.0 $166k 12k 13.65
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $159k 13k 12.23
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $150k 14k 10.72
Blackrock Muniyield Insured Fund (MYI) 0.0 $113k 10k 10.99
Butterfly Network Com Cl A (BFLY) 0.0 $37k 16k 2.28