Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of Sept. 30, 2025

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 422 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $75M 293k 254.63
Microsoft Corporation (MSFT) 3.4 $48M 93k 517.95
Ishares Tr Ibonds Dec2026 (IBDR) 3.1 $44M 1.8M 24.30
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.9 $41M 1.6M 25.19
Ishares Tr Ibonds 27 Etf (IBDS) 2.5 $36M 1.5M 24.34
Ishares Tr Ibds Dec28 Etf (IBDT) 2.2 $31M 1.2M 25.52
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.1 $29M 869k 33.42
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.8 $26M 977k 26.34
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $26M 78k 328.17
Ishares Tr Ibonds Dec 29 (IBDU) 1.7 $24M 1.0M 23.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $24M 39k 612.38
Ishares Tr Ibonds Dec 2030 (IBDV) 1.5 $22M 988k 22.15
Ishares Tr Ibonds Dec 2031 (IBDW) 1.4 $20M 954k 21.22
JPMorgan Chase & Co. (JPM) 1.4 $20M 64k 315.43
Amazon (AMZN) 1.4 $20M 90k 219.57
Broadcom (AVGO) 1.4 $19M 58k 329.91
Vanguard World Inf Tech Etf (VGT) 1.4 $19M 26k 746.63
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $19M 88k 215.79
Ishares Tr Ibonds Dec 2032 (IBDX) 1.3 $19M 722k 25.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $18M 30k 600.38
Eli Lilly & Co. (LLY) 1.2 $17M 23k 762.98
Tesla Motors (TSLA) 1.1 $16M 35k 444.72
Alphabet Cap Stk Cl C (GOOG) 1.1 $15M 63k 243.55
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $15M 199k 73.29
Home Depot (HD) 1.0 $14M 35k 405.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $14M 521k 27.30
Bristol Myers Squibb (BMY) 1.0 $14M 303k 45.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $13M 20k 666.18
Johnson & Johnson (JNJ) 0.9 $13M 71k 185.42
Procter & Gamble Company (PG) 0.9 $13M 84k 153.65
Select Sector Spdr Tr Technology (XLK) 0.9 $12M 44k 281.86
Abbvie (ABBV) 0.9 $12M 53k 231.54
Alphabet Cap Stk Cl A (GOOGL) 0.9 $12M 50k 243.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $12M 25k 463.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $11M 23k 468.41
Wal-Mart Stores (WMT) 0.7 $10M 100k 103.06
Ishares Tr Core Div Grwth (DGRO) 0.7 $10M 150k 68.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $9.5M 19k 502.74
Meta Platforms Cl A (META) 0.7 $9.4M 13k 734.40
Global X Fds S&p 500 Catholic (CATH) 0.7 $9.3M 115k 81.06
International Business Machines (IBM) 0.6 $9.0M 32k 282.16
Southern Company (SO) 0.6 $8.7M 91k 94.77
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $8.4M 60k 140.95
Amgen (AMGN) 0.6 $8.3M 29k 282.20
Enterprise Products Partners (EPD) 0.5 $7.7M 246k 31.27
Exxon Mobil Corporation (XOM) 0.5 $7.5M 67k 112.75
Coca-Cola Company (KO) 0.5 $7.5M 113k 66.32
Raytheon Technologies Corp (RTX) 0.5 $7.5M 45k 167.33
Visa Com Cl A (V) 0.5 $7.3M 21k 341.38
McDonald's Corporation (MCD) 0.5 $6.9M 23k 303.89
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.5 $6.7M 292k 22.95
AFLAC Incorporated (AFL) 0.5 $6.7M 60k 111.70
Oracle Corporation (ORCL) 0.5 $6.6M 24k 281.24
Philip Morris International (PM) 0.5 $6.6M 40k 162.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $6.5M 281k 23.28
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $6.5M 75k 87.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $6.4M 86k 74.37
Pepsi (PEP) 0.4 $5.9M 42k 140.44
Chevron Corporation (CVX) 0.4 $5.8M 38k 155.29
Spdr Gold Tr Gold Shs (GLD) 0.4 $5.8M 16k 355.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $5.7M 59k 96.55
Merck & Co (MRK) 0.4 $5.4M 64k 83.93
Ishares Tr Rus 1000 Etf (IWB) 0.4 $5.3M 15k 365.47
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $5.3M 68k 78.37
Emerson Electric (EMR) 0.4 $5.2M 40k 131.18
Costco Wholesale Corporation (COST) 0.4 $5.2M 5.7k 925.68
Zillow Group Cl C Cap Stk (Z) 0.4 $5.1M 67k 77.05
Vanguard Index Fds Value Etf (VTV) 0.4 $5.1M 27k 186.49
Caterpillar (CAT) 0.4 $5.0M 10k 477.16
Fifth Third Ban (FITB) 0.3 $4.9M 110k 44.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $4.7M 34k 139.17
Altria (MO) 0.3 $4.6M 70k 66.06
General Dynamics Corporation (GD) 0.3 $4.6M 14k 341.00
Capital Group International SHS (CGIC) 0.3 $4.5M 146k 30.81
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.3 $4.5M 191k 23.37
Vanguard Index Fds Growth Etf (VUG) 0.3 $4.4M 9.2k 479.62
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $4.3M 43k 100.25
Ishares Tr Ibonds Dec 26 (IBMO) 0.3 $4.3M 169k 25.66
American Express Company (AXP) 0.3 $4.3M 13k 332.16
Ishares Tr Core Msci Eafe (IEFA) 0.3 $4.3M 49k 87.31
Progressive Corporation (PGR) 0.3 $4.1M 17k 246.95
Ishares Tr Ibonds Dec 25 (IBMN) 0.3 $3.8M 141k 26.79
Qualcomm (QCOM) 0.3 $3.8M 23k 166.36
Vanguard World Health Car Etf (VHT) 0.3 $3.7M 14k 259.60
Ishares Tr Ibonds Dec 27 (IBMP) 0.3 $3.7M 146k 25.48
Bank of America Corporation (BAC) 0.3 $3.7M 72k 51.59
Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.7M 5.5k 669.28
Consolidated Edison (ED) 0.3 $3.6M 36k 100.52
Astrazeneca Sponsored Adr (AZN) 0.3 $3.6M 47k 76.72
W.R. Berkley Corporation (WRB) 0.3 $3.6M 47k 76.62
Nextera Energy (NEE) 0.3 $3.6M 48k 75.49
Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.5M 15k 241.96
Texas Instruments Incorporated (TXN) 0.2 $3.5M 19k 183.73
Stryker Corporation (SYK) 0.2 $3.5M 9.4k 369.69
TJX Companies (TJX) 0.2 $3.4M 23k 144.54
Kinder Morgan (KMI) 0.2 $3.4M 119k 28.31
Kimberly-Clark Corporation (KMB) 0.2 $3.3M 27k 124.34
Gilead Sciences (GILD) 0.2 $3.3M 30k 111.00
Abbott Laboratories (ABT) 0.2 $3.3M 24k 133.94
Medtronic SHS (MDT) 0.2 $3.2M 34k 95.24
Cisco Systems (CSCO) 0.2 $3.2M 47k 68.42
Lowe's Companies (LOW) 0.2 $3.2M 13k 251.32
Williams Companies (WMB) 0.2 $3.1M 49k 63.35
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $3.1M 34k 89.57
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $3.0M 13k 236.07
Zillow Group Cl A (ZG) 0.2 $2.9M 39k 74.44
Digital Realty Trust (DLR) 0.2 $2.9M 17k 172.88
Automatic Data Processing (ADP) 0.2 $2.9M 9.8k 293.49
Lam Research Corp Com New (LRCX) 0.2 $2.9M 21k 133.90
Welltower Inc Com reit (WELL) 0.2 $2.8M 16k 178.14
Duke Energy Corp Com New (DUK) 0.2 $2.7M 22k 123.75
Wells Fargo & Company (WFC) 0.2 $2.7M 32k 83.82
Waste Connections (WCN) 0.2 $2.7M 15k 175.80
Xcel Energy (XEL) 0.2 $2.7M 33k 80.65
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.6M 9.0k 293.75
Ishares Tr Ibonds Dec 28 (IBMQ) 0.2 $2.6M 103k 25.64
American Electric Power Company (AEP) 0.2 $2.6M 23k 112.50
Thermo Fisher Scientific (TMO) 0.2 $2.5M 5.2k 484.99
Hca Holdings (HCA) 0.2 $2.4M 5.7k 426.21
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.4M 46k 53.03
Illinois Tool Works (ITW) 0.2 $2.3M 9.0k 260.76
Ishares Silver Tr Ishares (SLV) 0.2 $2.3M 55k 42.37
Byrna Technologies Com New (BYRN) 0.2 $2.3M 103k 22.16
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $2.3M 13k 174.59
DNP Select Income Fund (DNP) 0.2 $2.2M 222k 10.01
Verizon Communications (VZ) 0.2 $2.2M 50k 43.95
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.2M 45k 48.84
Netflix (NFLX) 0.2 $2.1M 1.8k 1198.60
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $2.1M 21k 103.07
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.1M 37k 57.47
Palo Alto Networks (PANW) 0.1 $2.1M 10k 203.62
Ishares Gold Tr Ishares New (IAU) 0.1 $2.1M 28k 72.77
General Mills (GIS) 0.1 $2.0M 40k 50.42
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $2.0M 4.6k 435.46
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.0M 63k 31.62
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $1.9M 28k 68.81
Workday Cl A (WDAY) 0.1 $1.9M 7.9k 240.73
Mondelez Intl Cl A (MDLZ) 0.1 $1.8M 29k 62.47
Deere & Company (DE) 0.1 $1.8M 4.0k 457.26
Waste Management (WM) 0.1 $1.8M 8.2k 220.82
Lockheed Martin Corporation (LMT) 0.1 $1.8M 3.6k 499.16
UnitedHealth (UNH) 0.1 $1.7M 5.0k 345.31
Ishares Tr Ibonds Dec 2029 (IBMR) 0.1 $1.7M 68k 25.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.7M 14k 120.72
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.6M 25k 65.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.6M 8.1k 203.59
Micron Technology (MU) 0.1 $1.6M 9.7k 167.32
Vertiv Holdings Com Cl A (VRT) 0.1 $1.6M 11k 150.86
Honeywell International (HON) 0.1 $1.6M 7.5k 210.50
Blackrock (BLK) 0.1 $1.6M 1.3k 1165.53
Marvell Technology (MRVL) 0.1 $1.5M 18k 84.07
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 754200.00
Norfolk Southern (NSC) 0.1 $1.5M 4.9k 300.39
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $1.5M 30k 48.85
Vanguard World Consum Dis Etf (VCR) 0.1 $1.4M 3.7k 396.17
Ishares Tr Select Divid Etf (DVY) 0.1 $1.4M 10k 142.10
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.4M 3.6k 391.62
salesforce (CRM) 0.1 $1.4M 5.9k 237.00
Equinix (EQIX) 0.1 $1.4M 1.8k 783.23
Zoetis Cl A (ZTS) 0.1 $1.4M 9.3k 146.32
Walt Disney Company (DIS) 0.1 $1.4M 12k 114.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.4M 4.9k 279.29
Regeneron Pharmaceuticals (REGN) 0.1 $1.4M 2.4k 562.18
Eaton Corp SHS (ETN) 0.1 $1.3M 3.6k 374.25
Blackstone Group Inc Com Cl A (BX) 0.1 $1.3M 7.7k 170.84
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.3M 14k 96.46
Servicenow (NOW) 0.1 $1.3M 1.4k 920.28
Truist Financial Corp equities (TFC) 0.1 $1.3M 28k 45.72
Advanced Micro Devices (AMD) 0.1 $1.3M 7.9k 161.79
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.3M 8.5k 148.61
Comcast Corp Cl A (CMCSA) 0.1 $1.3M 40k 31.42
Goldman Sachs (GS) 0.1 $1.3M 1.6k 796.35
RBB Motley Fol Etf (TMFC) 0.1 $1.3M 18k 70.53
Paychex (PAYX) 0.1 $1.2M 9.9k 126.76
Ge Aerospace Com New (GE) 0.1 $1.2M 4.1k 300.85
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $1.2M 9.3k 131.80
Nxp Semiconductors N V (NXPI) 0.1 $1.2M 5.4k 227.72
NVIDIA Corporation (NVDA) 0.1 $1.2M 233k 5.14
Intuitive Surgical Com New (ISRG) 0.1 $1.2M 2.6k 447.23
Doordash Cl A (DASH) 0.1 $1.2M 4.2k 271.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.1M 21k 54.18
Northrop Grumman Corporation (NOC) 0.1 $1.1M 1.9k 609.23
Public Service Enterprise (PEG) 0.1 $1.1M 14k 83.46
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.1M 3.5k 326.36
Ferrari Nv Ord (RACE) 0.1 $1.1M 2.2k 485.22
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.1M 7.4k 142.41
Equifax (EFX) 0.1 $1.1M 4.1k 256.53
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.0M 7.3k 139.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.0M 14k 71.37
Applied Materials (AMAT) 0.1 $1.0M 4.9k 204.73
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $987k 10k 95.14
Intel Corporation (INTC) 0.1 $967k 29k 33.55
Ccc Intelligent Solutions Holdings (CCCS) 0.1 $957k 105k 9.11
Kla Corp Com New (KLAC) 0.1 $947k 878.00 1078.00
Union Pacific Corporation (UNP) 0.1 $945k 4.0k 236.37
CSX Corporation (CSX) 0.1 $940k 27k 35.51
Ishares Tr Core High Dv Etf (HDV) 0.1 $931k 7.6k 122.45
Morgan Stanley Com New (MS) 0.1 $922k 5.8k 158.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $921k 15k 59.92
Freeport-mcmoran CL B (FCX) 0.1 $920k 24k 39.22
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $910k 7.7k 118.83
Ishares Tr Ishares Biotech (IBB) 0.1 $907k 6.3k 144.36
Wec Energy Group (WEC) 0.1 $904k 7.9k 114.59
3M Company (MMM) 0.1 $899k 5.8k 155.17
Mastercard Incorporated Cl A (MA) 0.1 $895k 1.6k 568.65
Diageo Spon Adr New (DEO) 0.1 $879k 9.2k 95.43
Park National Corporation (PRK) 0.1 $877k 5.4k 162.53
Asml Holding N V N Y Registry Shs (ASML) 0.1 $868k 897.00 968.09
First Tr Exchange-traded SHS (FDL) 0.1 $853k 20k 43.41
Citigroup Com New (C) 0.1 $852k 8.4k 101.50
Air Products & Chemicals (APD) 0.1 $840k 3.1k 272.70
Ishares Tr Ibonds Dec 2030 (IBMS) 0.1 $828k 32k 26.08
Moody's Corporation (MCO) 0.1 $824k 1.7k 476.48
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $823k 9.9k 82.96
At&t (T) 0.1 $818k 29k 28.24
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $811k 19k 43.10
Ishares Tr National Mun Etf (MUB) 0.1 $811k 7.6k 106.49
Hershey Company (HSY) 0.1 $802k 4.3k 187.04
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $799k 47k 17.16
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $782k 11k 72.58
Global Payments (GPN) 0.1 $778k 9.4k 83.08
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $776k 6.2k 125.95
Comfort Systems USA (FIX) 0.1 $774k 938.00 825.18
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $767k 17k 44.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $767k 2.4k 320.08
Linde SHS (LIN) 0.1 $749k 1.6k 475.01
Danaher Corporation (DHR) 0.1 $747k 3.8k 198.26
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $745k 7.7k 96.68
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $738k 3.3k 222.17
Neurocrine Biosciences (NBIX) 0.1 $732k 5.2k 140.38
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $731k 6.6k 110.38
Federal Signal Corporation (FSS) 0.1 $731k 6.1k 118.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $721k 11k 65.26
Colgate-Palmolive Company (CL) 0.1 $712k 8.9k 79.94
Crowdstrike Hldgs Cl A (CRWD) 0.1 $710k 1.4k 490.38
Simon Property (SPG) 0.0 $697k 3.7k 187.66
Ishares Tr Msci Eafe Etf (EFA) 0.0 $695k 7.4k 93.36
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $690k 9.5k 72.44
Travelers Companies (TRV) 0.0 $687k 2.5k 279.22
PNC Financial Services (PNC) 0.0 $685k 3.4k 200.93
Ge Vernova (GEV) 0.0 $681k 1.1k 614.90
Aon Shs Cl A (AON) 0.0 $680k 1.9k 356.58
TPG Com Cl A (TPG) 0.0 $676k 12k 57.45
Oneok (OKE) 0.0 $637k 8.7k 72.97
Select Sector Spdr Tr Energy (XLE) 0.0 $616k 6.9k 89.34
Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $615k 13k 48.13
Canadian Pacific Kansas City (CP) 0.0 $615k 8.3k 74.49
Intuit (INTU) 0.0 $614k 899.00 682.93
Cme (CME) 0.0 $609k 2.3k 270.18
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $593k 3.4k 176.81
U.S. Lime & Minerals (USLM) 0.0 $592k 4.5k 131.55
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $590k 20k 29.62
Carrier Global Corporation (CARR) 0.0 $589k 9.9k 59.70
Capital One Financial (COF) 0.0 $575k 2.7k 212.55
AutoZone (AZO) 0.0 $575k 134.00 4290.24
PPL Corporation (PPL) 0.0 $574k 15k 37.16
Us Bancorp Del Com New (USB) 0.0 $570k 12k 48.33
Chubb (CB) 0.0 $566k 2.0k 282.27
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $559k 14k 39.62
American Intl Group Com New (AIG) 0.0 $557k 7.1k 78.54
Curtiss-Wright (CW) 0.0 $550k 1.0k 542.94
Tractor Supply Company (TSCO) 0.0 $550k 9.7k 56.87
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $547k 5.5k 99.10
Corning Incorporated (GLW) 0.0 $546k 6.7k 82.03
Marriott Intl Cl A (MAR) 0.0 $543k 2.1k 260.44
Select Sector Spdr Tr Financial (XLF) 0.0 $537k 10k 53.87
Victory Portfolios Ii Shares Free Cash (VFLO) 0.0 $519k 14k 37.50
Lincoln National Corporation (LNC) 0.0 $517k 13k 40.33
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $498k 12k 42.95
Schlumberger Com Stk (SLB) 0.0 $498k 15k 34.37
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.0 $494k 13k 38.83
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $484k 10k 48.03
Ishares Tr Esg Optimized (SUSA) 0.0 $479k 3.5k 135.67
Select Sector Spdr Tr Communication (XLC) 0.0 $473k 4.0k 118.37
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $471k 8.2k 57.31
Becton, Dickinson and (BDX) 0.0 $468k 2.5k 187.16
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $467k 6.1k 76.45
Realty Income (O) 0.0 $465k 7.7k 60.79
Darden Restaurants (DRI) 0.0 $465k 2.4k 190.36
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $458k 20k 22.45
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $454k 1.8k 256.42
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $453k 12k 38.36
Vanguard Index Fds Small Cp Etf (VB) 0.0 $452k 1.8k 254.33
Unilever Spon Adr New (UL) 0.0 $452k 7.6k 59.28
Constellation Energy (CEG) 0.0 $452k 1.4k 329.09
Zimmer Holdings (ZBH) 0.0 $451k 4.6k 98.50
Republic Services (RSG) 0.0 $449k 2.0k 229.48
MetLife (MET) 0.0 $448k 5.4k 82.37
SYSCO Corporation (SYY) 0.0 $444k 5.4k 82.34
Nike CL B (NKE) 0.0 $441k 6.3k 69.73
Genuine Parts Company (GPC) 0.0 $438k 3.2k 138.60
British Amern Tob Sponsored Adr (BTI) 0.0 $438k 8.2k 53.08
Intercontinental Exchange (ICE) 0.0 $434k 2.6k 168.48
Proshares Tr S&p Tech Dividen (TDV) 0.0 $433k 5.0k 86.50
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $431k 10k 42.47
Palantir Technologies Cl A (PLTR) 0.0 $416k 2.3k 182.42
Cummins (CMI) 0.0 $406k 961.00 422.58
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $406k 14k 28.91
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $403k 5.2k 77.65
Main Street Capital Corporation (MAIN) 0.0 $401k 6.3k 63.59
ConocoPhillips (COP) 0.0 $401k 4.2k 94.58
Novartis Sponsored Adr (NVS) 0.0 $401k 3.1k 128.24
Sun Life Financial (SLF) 0.0 $400k 6.7k 60.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $400k 4.4k 91.42
Principal Financial (PFG) 0.0 $396k 4.8k 82.92
Hasbro (HAS) 0.0 $396k 5.2k 75.85
Ford Motor Company (F) 0.0 $393k 33k 11.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $391k 4.9k 79.93
Siriusxm Holdings Common Stock (SIRI) 0.0 $389k 17k 23.27
Smucker J M Com New (SJM) 0.0 $388k 3.6k 108.60
Edwards Lifesciences (EW) 0.0 $386k 5.0k 77.77
Cadence Design Systems (CDNS) 0.0 $385k 1.1k 351.26
Cigna Corp (CI) 0.0 $381k 1.3k 288.26
Woodward Governor Company (WWD) 0.0 $380k 1.5k 252.71
Uber Technologies (UBER) 0.0 $376k 3.8k 97.97
Bank of New York Mellon Corporation (BK) 0.0 $375k 3.4k 108.96
Yum! Brands (YUM) 0.0 $372k 2.4k 152.00
CRH Ord (CRH) 0.0 $370k 3.1k 119.90
Broadridge Financial Solutions (BR) 0.0 $369k 1.5k 238.17
Vulcan Materials Company (VMC) 0.0 $368k 1.2k 307.62
Phillips 66 (PSX) 0.0 $366k 2.7k 136.02
Global X Fds Defense Tech Etf (SHLD) 0.0 $365k 5.2k 70.24
Ishares Tr Global Tech Etf (IXN) 0.0 $361k 3.5k 103.21
Otis Worldwide Corp (OTIS) 0.0 $360k 3.9k 91.43
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $355k 1.2k 297.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $355k 2.4k 145.65
Krystal Biotech (KRYS) 0.0 $354k 2.0k 176.53
Datadog Cl A Com (DDOG) 0.0 $354k 2.5k 142.40
Agnico (AEM) 0.0 $352k 2.1k 168.56
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $349k 5.8k 60.08
Charles Schwab Corporation (SCHW) 0.0 $347k 3.6k 95.47
Ishares Core Msci Emkt (IEMG) 0.0 $343k 5.2k 65.92
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $339k 2.7k 125.95
Huntington Ingalls Inds (HII) 0.0 $339k 1.2k 287.88
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $336k 4.6k 73.54
FedEx Corporation (FDX) 0.0 $333k 1.4k 235.86
Allstate Corporation (ALL) 0.0 $333k 1.5k 214.65
D.R. Horton (DHI) 0.0 $332k 2.0k 169.48
Iqvia Holdings (IQV) 0.0 $332k 1.7k 189.94
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $331k 2.3k 145.62
Evergy (EVRG) 0.0 $330k 4.3k 76.02
Booking Holdings (BKNG) 0.0 $329k 61.00 5399.26
Cardinal Health (CAH) 0.0 $328k 2.1k 156.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $325k 4.4k 73.46
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $322k 4.9k 65.21
American Tower Reit (AMT) 0.0 $321k 1.7k 192.28
Anthem (ELV) 0.0 $317k 982.00 323.17
S&p Global (SPGI) 0.0 $314k 645.00 486.98
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $314k 2.7k 118.44
Targa Res Corp (TRGP) 0.0 $314k 1.9k 167.54
McKesson Corporation (MCK) 0.0 $311k 402.00 772.54
Applovin Corp Com Cl A (APP) 0.0 $308k 429.00 718.54
Federated Hermes CL B (FHI) 0.0 $306k 5.9k 51.93
M&T Bank Corporation (MTB) 0.0 $305k 1.5k 197.62
Msa Safety Inc equity (MSA) 0.0 $300k 1.7k 172.07
Baxter International (BAX) 0.0 $300k 13k 22.77
Target Corporation (TGT) 0.0 $295k 3.3k 89.70
Argenx Se Sponsored Adr (ARGX) 0.0 $292k 396.00 737.56
Boeing Company (BA) 0.0 $288k 1.3k 215.84
Toronto Dominion Bk Ont Com New (TD) 0.0 $282k 3.5k 79.95
Watsco, Incorporated (WSO) 0.0 $282k 698.00 404.30
Spotify Technology S A SHS (SPOT) 0.0 $281k 402.00 698.00
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $278k 6.6k 42.02
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $273k 3.2k 86.80
Sprott Asset Management Physical Gold An (CEF) 0.0 $273k 7.4k 36.69
Humana (HUM) 0.0 $266k 1.0k 260.17
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $266k 15k 18.24
Hp (HPQ) 0.0 $265k 9.7k 27.23
Vanguard World Energy Etf (VDE) 0.0 $265k 2.1k 125.88
Sempra Energy (SRE) 0.0 $262k 2.9k 89.98
Enbridge (ENB) 0.0 $261k 5.2k 50.46
Alliant Energy Corporation (LNT) 0.0 $259k 3.8k 67.40
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $258k 2.9k 89.77
Cintas Corporation (CTAS) 0.0 $257k 1.3k 205.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $255k 1.3k 189.70
Valero Energy Corporation (VLO) 0.0 $254k 1.5k 170.31
Acuity Brands (AYI) 0.0 $253k 735.00 344.39
Crown Castle Intl (CCI) 0.0 $252k 2.6k 96.50
Accenture Plc Ireland Shs Class A (ACN) 0.0 $252k 1.0k 246.60
Synovus Finl Corp Com New (SNV) 0.0 $251k 5.1k 49.08
Clorox Company (CLX) 0.0 $250k 2.0k 123.31
Marathon Petroleum Corp (MPC) 0.0 $249k 1.3k 192.75
Dt Midstream Common Stock (DTM) 0.0 $248k 2.2k 113.06
Howmet Aerospace (HWM) 0.0 $247k 1.3k 196.25
Innovator Etfs Trust Equity Defined P (ZSEP) 0.0 $245k 9.3k 26.49
Equity Residential Sh Ben Int (EQR) 0.0 $245k 3.8k 64.73
Sarepta Therapeutics (SRPT) 0.0 $245k 13k 19.27
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $243k 5.8k 42.03
Aptar (ATR) 0.0 $242k 1.8k 133.66
CVS Caremark Corporation (CVS) 0.0 $239k 3.2k 75.40
Boston Scientific Corporation (BSX) 0.0 $237k 2.4k 97.63
Ishares Ethereum Tr SHS (ETHA) 0.0 $237k 7.5k 31.51
O'reilly Automotive (ORLY) 0.0 $237k 2.2k 107.81
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.0 $234k 6.5k 36.03
American Water Works (AWK) 0.0 $231k 1.7k 139.19
United Parcel Service CL B (UPS) 0.0 $231k 2.8k 83.54
Elbit Sys Ord (ESLT) 0.0 $229k 450.00 509.80
Analog Devices (ADI) 0.0 $229k 933.00 245.58
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $229k 3.7k 61.92
Vanguard World Financials Etf (VFH) 0.0 $229k 1.7k 131.26
Trane Technologies SHS (TT) 0.0 $227k 537.00 421.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $227k 1.1k 208.71
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $223k 930.00 239.69
Northern Trust Corporation (NTRS) 0.0 $218k 1.6k 134.60
Thomson Reuters Corp. (TRI) 0.0 $218k 1.4k 155.33
Rockwell Automation (ROK) 0.0 $216k 618.00 349.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $214k 3.1k 68.46
L3harris Technologies (LHX) 0.0 $214k 699.00 305.38
Strategy Cl A New (MSTR) 0.0 $213k 661.00 322.21
Kraft Heinz (KHC) 0.0 $212k 8.1k 26.04
Acres Commercial Realty Corp Com New (ACR) 0.0 $212k 10k 21.16
Ss&c Technologies Holding (SSNC) 0.0 $211k 2.4k 88.76
DTE Energy Company (DTE) 0.0 $206k 1.5k 141.43
Exelon Corporation (EXC) 0.0 $204k 4.5k 45.01
Vanguard World Consum Stp Etf (VDC) 0.0 $200k 937.00 213.66
Pfizer (PFE) 0.0 $177k 92k 1.92
PIMCO Corporate Income Fund (PCN) 0.0 $162k 12k 13.38
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $157k 13k 12.56
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $154k 14k 11.05
Stellantis SHS (STLA) 0.0 $145k 16k 9.34
Calcimedica Com New (CALC) 0.0 $62k 20k 3.08
Butterfly Network Com Cl A (BFLY) 0.0 $31k 16k 1.93