Sullivan, Bruyette, Speros & Blaney as of March 31, 2020
Portfolio Holdings for Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney holds 297 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 25.0 | $358M | 1.4M | 257.75 | |
Vanguard High Dividend Yield ETF (VYM) | 10.7 | $153M | 2.2M | 70.75 | |
Vanguard Total Bond Market ETF (BND) | 8.5 | $122M | 1.4M | 85.35 | |
Vanguard Large-Cap ETF (VV) | 7.1 | $101M | 856k | 118.43 | |
Vanguard Europe Pacific ETF (VEA) | 6.9 | $99M | 3.0M | 33.34 | |
Vanguard Emerging Markets ETF (VWO) | 5.9 | $84M | 2.5M | 33.55 | |
Vanguard Small-Cap ETF (VB) | 4.0 | $58M | 500k | 115.44 | |
Vanguard Extended Market ETF (VXF) | 3.2 | $46M | 511k | 90.54 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 2.4 | $34M | 810k | 41.96 | |
Microsoft Corporation (MSFT) | 1.7 | $24M | 155k | 157.71 | |
Vanguard Total Stock Market ETF (VTI) | 1.4 | $20M | 158k | 128.91 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.4 | $19M | 474k | 41.02 | |
Apple (AAPL) | 1.2 | $17M | 69k | 254.28 | |
iShares Russell 1000 Index (IWB) | 1.1 | $16M | 113k | 141.53 | |
Pacer Fds Tr trendp 750 etf (PTLC) | 1.0 | $15M | 548k | 27.01 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $12M | 220k | 53.46 | |
Johnson & Johnson (JNJ) | 0.8 | $11M | 85k | 131.13 | |
iShares S&P 500 Index (IVV) | 0.7 | $9.8M | 38k | 258.40 | |
iShares Russell 2000 Index (IWM) | 0.6 | $8.8M | 77k | 114.45 | |
iShares S&P SmallCap 600 Index (IJR) | 0.6 | $8.4M | 150k | 56.11 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $7.0M | 140k | 49.89 | |
Pacer Fds Tr trendpilot intl (PTIN) | 0.5 | $6.9M | 295k | 23.32 | |
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.4 | $5.8M | 117k | 49.31 | |
Amazon (AMZN) | 0.4 | $5.7M | 2.9k | 1949.74 | |
Schwab International Equity ETF (SCHF) | 0.4 | $5.7M | 220k | 25.84 | |
iShares Gold Trust | 0.4 | $5.7M | 376k | 15.07 | |
Ishares Inc core msci emkt (IEMG) | 0.3 | $4.9M | 122k | 40.47 | |
Vanguard Value ETF (VTV) | 0.3 | $4.6M | 51k | 89.06 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $4.4M | 42k | 103.39 | |
Exxon Mobil Corporation (XOM) | 0.3 | $3.8M | 101k | 37.97 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $3.8M | 34k | 113.00 | |
SPDR Gold Trust (GLD) | 0.2 | $3.3M | 23k | 148.04 | |
Pfizer (PFE) | 0.2 | $3.2M | 98k | 32.63 | |
Dominion Resources (D) | 0.2 | $3.1M | 44k | 72.18 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $3.0M | 33k | 90.02 | |
Procter & Gamble Company (PG) | 0.2 | $2.9M | 26k | 109.99 | |
Vanguard Growth ETF (VUG) | 0.2 | $2.9M | 18k | 156.69 | |
Chevron Corporation (CVX) | 0.2 | $2.4M | 33k | 72.46 | |
Lockheed Martin Corporation (LMT) | 0.2 | $2.4M | 7.0k | 338.94 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $2.3M | 24k | 99.16 | |
Ishares Tr esg us agr bd (EAGG) | 0.2 | $2.2M | 40k | 55.42 | |
iShares Russell 3000 Index (IWV) | 0.2 | $2.2M | 15k | 148.35 | |
Berkshire Hathaway (BRK.B) | 0.1 | $2.1M | 11k | 182.85 | |
Danaher Corporation (DHR) | 0.1 | $2.1M | 15k | 138.44 | |
Merck & Co (MRK) | 0.1 | $2.0M | 26k | 76.93 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $1.9M | 19k | 98.97 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.8M | 12k | 150.62 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.8M | 7.4k | 236.77 | |
Verizon Communications (VZ) | 0.1 | $1.7M | 32k | 53.73 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $1.7M | 84k | 20.69 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $1.7M | 40k | 42.91 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.7M | 6.0k | 285.12 | |
McDonald's Corporation (MCD) | 0.1 | $1.7M | 10k | 165.34 | |
Goldman Sachs Just Us Lg Cap just us lrg cp (JUST) | 0.1 | $1.7M | 45k | 37.12 | |
WisdomTree Emerging Markets Eq (DEM) | 0.1 | $1.6M | 49k | 32.26 | |
Abbott Laboratories (ABT) | 0.1 | $1.5M | 19k | 78.91 | |
At&t (T) | 0.1 | $1.5M | 52k | 29.15 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.5M | 20k | 73.53 | |
Intel Corporation (INTC) | 0.1 | $1.5M | 28k | 54.12 | |
Amgen (AMGN) | 0.1 | $1.5M | 7.3k | 202.73 | |
International Business Machines (IBM) | 0.1 | $1.5M | 13k | 110.91 | |
Coca-Cola Company (KO) | 0.1 | $1.4M | 32k | 44.24 | |
Walt Disney Company (DIS) | 0.1 | $1.4M | 15k | 96.62 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.4M | 1.2k | 1161.54 | |
Facebook Inc cl a (META) | 0.1 | $1.4M | 8.1k | 166.83 | |
Pepsi (PEP) | 0.1 | $1.3M | 11k | 120.15 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 1.1k | 1162.56 | |
Home Depot (HD) | 0.1 | $1.3M | 6.8k | 186.70 | |
American Tower Reit (AMT) | 0.1 | $1.3M | 5.8k | 217.81 | |
Ironwood Pharmaceuticals (IRWD) | 0.1 | $1.3M | 124k | 10.09 | |
Ssga Active Etf Tr globl allo etf (GAL) | 0.1 | $1.2M | 38k | 32.76 | |
Abbvie (ABBV) | 0.1 | $1.2M | 16k | 76.21 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $1.2M | 5.4k | 219.16 | |
Cisco Systems (CSCO) | 0.1 | $1.2M | 30k | 39.30 | |
Visa (V) | 0.1 | $1.2M | 7.1k | 161.18 | |
3M Company (MMM) | 0.1 | $1.1M | 8.3k | 136.45 | |
Accenture (ACN) | 0.1 | $1.1M | 6.9k | 163.21 | |
Erie Indemnity Company (ERIE) | 0.1 | $1.1M | 7.4k | 148.23 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $1.1M | 13k | 79.61 | |
United Bankshares (UBSI) | 0.1 | $1.0M | 44k | 23.08 | |
UnitedHealth (UNH) | 0.1 | $975k | 3.9k | 249.42 | |
Chubb (CB) | 0.1 | $948k | 8.5k | 111.69 | |
Leidos Holdings (LDOS) | 0.1 | $946k | 10k | 91.60 | |
Nextera Energy (NEE) | 0.1 | $923k | 3.8k | 240.68 | |
NVIDIA Corporation (NVDA) | 0.1 | $909k | 3.5k | 263.48 | |
iShares S&P 100 Index (OEF) | 0.1 | $908k | 7.7k | 118.57 | |
iShares Lehman Short Treasury Bond (SHV) | 0.1 | $901k | 8.1k | 111.03 | |
Oracle Corporation (ORCL) | 0.1 | $890k | 18k | 48.33 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.1 | $868k | 19k | 46.91 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $842k | 16k | 52.88 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $827k | 6.5k | 127.82 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $808k | 16k | 50.25 | |
Invesco Bulletshares 2020 Corp | 0.1 | $808k | 39k | 21.00 | |
Invesco Bulletshares 2021 Corp | 0.1 | $801k | 38k | 20.97 | |
Ishares Tr msci eafe esg (ESGD) | 0.1 | $751k | 14k | 53.16 | |
Comcast Corporation (CMCSA) | 0.1 | $747k | 22k | 34.37 | |
Union Pacific Corporation (UNP) | 0.1 | $747k | 5.3k | 141.05 | |
Simmons First National Corporation (SFNC) | 0.1 | $727k | 40k | 18.40 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $715k | 2.2k | 318.34 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $711k | 8.2k | 86.65 | |
Wal-Mart Stores (WMT) | 0.0 | $698k | 6.1k | 113.57 | |
Southern Company (SO) | 0.0 | $695k | 13k | 54.16 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $693k | 71k | 9.76 | |
Bristol Myers Squibb (BMY) | 0.0 | $691k | 12k | 55.78 | |
Nike (NKE) | 0.0 | $671k | 8.1k | 82.80 | |
Gilead Sciences (GILD) | 0.0 | $636k | 8.5k | 74.80 | |
Mondelez Int (MDLZ) | 0.0 | $628k | 13k | 50.12 | |
General Electric Company | 0.0 | $609k | 77k | 7.93 | |
Vanguard REIT ETF (VNQ) | 0.0 | $597k | 8.5k | 69.83 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $578k | 7.4k | 78.30 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $571k | 4.8k | 117.98 | |
CSX Corporation (CSX) | 0.0 | $558k | 9.7k | 57.30 | |
PAR Technology Corporation (PAR) | 0.0 | $554k | 43k | 12.85 | |
Paypal Holdings (PYPL) | 0.0 | $545k | 5.7k | 95.80 | |
Servicenow (NOW) | 0.0 | $538k | 1.9k | 286.78 | |
MasterCard Incorporated (MA) | 0.0 | $537k | 2.2k | 241.78 | |
Philip Morris International (PM) | 0.0 | $534k | 7.3k | 72.93 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $520k | 8.3k | 62.76 | |
Paychex (PAYX) | 0.0 | $515k | 8.2k | 62.93 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $512k | 2.7k | 190.33 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $506k | 22k | 23.05 | |
United Technologies Corporation | 0.0 | $500k | 5.3k | 94.29 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $484k | 4.2k | 115.32 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $484k | 3.7k | 131.70 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $471k | 2.2k | 211.97 | |
Estee Lauder Companies (EL) | 0.0 | $470k | 3.0k | 159.32 | |
Honeywell International (HON) | 0.0 | $465k | 3.5k | 133.77 | |
Bank of America Corporation (BAC) | 0.0 | $457k | 22k | 21.22 | |
Ishares Inc msci em esg se (ESGE) | 0.0 | $454k | 17k | 27.35 | |
Northrop Grumman Corporation (NOC) | 0.0 | $452k | 1.5k | 302.34 | |
Alibaba Group Holding (BABA) | 0.0 | $450k | 2.3k | 194.30 | |
Fidelity National Information Services (FIS) | 0.0 | $442k | 3.6k | 121.63 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $442k | 1.7k | 262.63 | |
Eli Lilly & Co. (LLY) | 0.0 | $438k | 3.2k | 138.74 | |
Raytheon Company | 0.0 | $427k | 3.3k | 131.26 | |
Intuit (INTU) | 0.0 | $412k | 1.8k | 229.78 | |
Automatic Data Processing (ADP) | 0.0 | $408k | 3.0k | 136.82 | |
Fortive (FTV) | 0.0 | $406k | 7.4k | 55.13 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $400k | 4.4k | 91.66 | |
First Busey Corp Class A Common (BUSE) | 0.0 | $396k | 23k | 17.10 | |
CVS Caremark Corporation (CVS) | 0.0 | $395k | 6.7k | 59.31 | |
Caterpillar (CAT) | 0.0 | $390k | 3.4k | 116.11 | |
Ishares Tr etf msci usa (ESGU) | 0.0 | $389k | 6.8k | 57.43 | |
Clorox Company (CLX) | 0.0 | $388k | 2.2k | 173.14 | |
salesforce (CRM) | 0.0 | $378k | 2.6k | 143.95 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $376k | 6.2k | 60.35 | |
Hershey Company (HSY) | 0.0 | $361k | 2.7k | 132.53 | |
Thermo Fisher Scientific (TMO) | 0.0 | $360k | 1.3k | 283.91 | |
Ishares Tr msci usa small (ESML) | 0.0 | $360k | 18k | 19.93 | |
Air Products & Chemicals (APD) | 0.0 | $352k | 1.8k | 199.66 | |
Qualcomm (QCOM) | 0.0 | $350k | 5.2k | 67.53 | |
Colgate-Palmolive Company (CL) | 0.0 | $348k | 5.2k | 66.40 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $344k | 5.5k | 62.42 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $343k | 2.4k | 143.82 | |
Unum (UNM) | 0.0 | $338k | 23k | 15.01 | |
Starbucks Corporation (SBUX) | 0.0 | $334k | 5.1k | 65.70 | |
American Express Company (AXP) | 0.0 | $330k | 3.9k | 85.67 | |
PerkinElmer (RVTY) | 0.0 | $324k | 4.3k | 75.31 | |
Van Eck Merk Gold Tr gold (OUNZ) | 0.0 | $323k | 21k | 15.39 | |
Lowe's Companies (LOW) | 0.0 | $322k | 3.7k | 86.03 | |
Financial Select Sector SPDR (XLF) | 0.0 | $320k | 15k | 20.81 | |
Science App Int'l (SAIC) | 0.0 | $319k | 4.3k | 74.65 | |
SPDR S&P Dividend (SDY) | 0.0 | $319k | 4.0k | 79.93 | |
Guggenheim Bulletshrs 2023 Corp Bd Etf | 0.0 | $318k | 15k | 20.75 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $317k | 5.6k | 56.20 | |
Boeing Company (BA) | 0.0 | $316k | 2.1k | 149.06 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $315k | 2.0k | 158.13 | |
Atlantic Union B (AUB) | 0.0 | $312k | 14k | 21.93 | |
Eversource Energy (ES) | 0.0 | $311k | 4.0k | 78.22 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $308k | 1.9k | 165.15 | |
BlackRock (BLK) | 0.0 | $300k | 683.00 | 439.24 | |
Energy Select Sector SPDR (XLE) | 0.0 | $298k | 10k | 29.08 | |
Cigna Corp (CI) | 0.0 | $289k | 1.6k | 177.30 | |
Truist Financial Corp equities (TFC) | 0.0 | $285k | 9.3k | 30.80 | |
Bscm etf | 0.0 | $282k | 13k | 21.15 | |
Baxter International (BAX) | 0.0 | $277k | 3.4k | 81.30 | |
iShares S&P Global 100 Index (IOO) | 0.0 | $269k | 6.0k | 44.67 | |
Bsco etf (BSCO) | 0.0 | $266k | 13k | 20.65 | |
Cable One (CABO) | 0.0 | $266k | 162.00 | 1641.98 | |
Norfolk Southern (NSC) | 0.0 | $263k | 1.8k | 146.03 | |
Globe Life (GL) | 0.0 | $259k | 3.6k | 71.96 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $256k | 1.1k | 238.14 | |
Duke Energy (DUK) | 0.0 | $253k | 3.1k | 80.73 | |
Illinois Tool Works (ITW) | 0.0 | $250k | 1.8k | 141.88 | |
Xcel Energy (XEL) | 0.0 | $248k | 4.1k | 60.18 | |
Vanguard Health Care ETF (VHT) | 0.0 | $242k | 1.5k | 166.21 | |
PPG Industries (PPG) | 0.0 | $242k | 2.9k | 83.42 | |
Texas Instruments Incorporated (TXN) | 0.0 | $241k | 2.4k | 99.79 | |
stock | 0.0 | $240k | 1.9k | 126.05 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $237k | 7.0k | 33.66 | |
NeoGenomics (NEO) | 0.0 | $232k | 8.4k | 27.58 | |
BP (BP) | 0.0 | $230k | 9.4k | 24.36 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $230k | 1.9k | 123.32 | |
Medtronic (MDT) | 0.0 | $230k | 2.5k | 90.30 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $229k | 2.5k | 92.60 | |
Altria (MO) | 0.0 | $223k | 5.8k | 38.67 | |
Aon | 0.0 | $220k | 1.3k | 165.04 | |
Evergy (EVRG) | 0.0 | $220k | 4.0k | 55.00 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $215k | 1.6k | 137.82 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $210k | 1.8k | 117.85 | |
TJX Companies (TJX) | 0.0 | $209k | 4.4k | 47.83 | |
Citigroup (C) | 0.0 | $208k | 4.9k | 42.21 | |
Technology SPDR (XLK) | 0.0 | $208k | 2.6k | 80.53 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $207k | 984.00 | 210.37 | |
SPDR MSCI ACWI ex-US (CWI) | 0.0 | $204k | 10k | 19.76 | |
Broadcom (AVGO) | 0.0 | $204k | 862.00 | 236.66 | |
Walgreen Boots Alliance (WBA) | 0.0 | $203k | 4.4k | 45.65 | |
Becton, Dickinson and (BDX) | 0.0 | $203k | 883.00 | 229.90 | |
Stryker Corporation (SYK) | 0.0 | $203k | 1.2k | 166.39 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $198k | 1.9k | 106.68 | |
Crown Castle Intl (CCI) | 0.0 | $193k | 1.3k | 144.57 | |
Edwards Lifesciences (EW) | 0.0 | $190k | 1.0k | 188.68 | |
Activision Blizzard | 0.0 | $190k | 3.2k | 59.47 | |
Invesco Zacks Multi-asset Income Etf exchange traded fund (CVY) | 0.0 | $187k | 14k | 13.83 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $186k | 2.2k | 84.09 | |
Cme (CME) | 0.0 | $185k | 1.1k | 172.90 | |
Public Storage (PSA) | 0.0 | $184k | 927.00 | 198.49 | |
Booking Holdings (BKNG) | 0.0 | $182k | 135.00 | 1348.15 | |
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $179k | 13k | 14.04 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $178k | 2.0k | 88.78 | |
Target Corporation (TGT) | 0.0 | $178k | 1.9k | 93.19 | |
Newmont Mining Corporation (NEM) | 0.0 | $177k | 3.9k | 45.38 | |
MercadoLibre (MELI) | 0.0 | $175k | 359.00 | 487.47 | |
Illumina (ILMN) | 0.0 | $174k | 638.00 | 272.73 | |
Southwest Airlines (LUV) | 0.0 | $173k | 4.9k | 35.58 | |
Wp Carey (WPC) | 0.0 | $171k | 2.9k | 58.20 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $171k | 2.8k | 61.16 | |
McKesson Corporation (MCK) | 0.0 | $171k | 1.3k | 135.28 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $169k | 5.0k | 34.07 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $167k | 1.1k | 149.91 | |
Industrial SPDR (XLI) | 0.0 | $165k | 2.8k | 58.87 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $165k | 932.00 | 177.04 | |
Wells Fargo & Company (WFC) | 0.0 | $163k | 5.7k | 28.67 | |
Intuitive Surgical (ISRG) | 0.0 | $162k | 327.00 | 495.41 | |
Chemung Financial Corp (CHMG) | 0.0 | $161k | 4.9k | 33.02 | |
Sap (SAP) | 0.0 | $158k | 1.4k | 110.57 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $156k | 1.9k | 82.28 | |
iShares Morningstar Mid Value Idx (IMCV) | 0.0 | $155k | 1.5k | 106.60 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $155k | 13k | 12.10 | |
Anthem (ELV) | 0.0 | $154k | 677.00 | 227.47 | |
Fiserv (FI) | 0.0 | $154k | 1.6k | 95.18 | |
Herc Hldgs (HRI) | 0.0 | $153k | 7.5k | 20.40 | |
Linde | 0.0 | $152k | 877.00 | 173.32 | |
American Electric Power Company (AEP) | 0.0 | $150k | 1.9k | 80.04 | |
Willis Towers Watson (WTW) | 0.0 | $150k | 885.00 | 169.49 | |
IDEXX Laboratories (IDXX) | 0.0 | $149k | 617.00 | 241.49 | |
iShares Morningstar Large Value (ILCV) | 0.0 | $148k | 1.7k | 86.35 | |
Rockwell Automation (ROK) | 0.0 | $144k | 957.00 | 150.47 | |
Equifax (EFX) | 0.0 | $143k | 1.2k | 119.17 | |
Humana (HUM) | 0.0 | $143k | 457.00 | 312.91 | |
Phillips 66 (PSX) | 0.0 | $143k | 2.7k | 53.70 | |
iShares Silver Trust (SLV) | 0.0 | $142k | 11k | 13.09 | |
Travelers Companies (TRV) | 0.0 | $141k | 1.4k | 99.51 | |
Exelon Corporation (EXC) | 0.0 | $141k | 3.8k | 36.79 | |
Verisk Analytics (VRSK) | 0.0 | $140k | 1.0k | 139.30 | |
Twilio Inc cl a (TWLO) | 0.0 | $139k | 1.6k | 89.45 | |
General Dynamics Corporation (GD) | 0.0 | $138k | 1.0k | 132.44 | |
PNC Financial Services (PNC) | 0.0 | $138k | 1.4k | 95.97 | |
Dupont De Nemours (DD) | 0.0 | $136k | 4.0k | 34.19 | |
Waste Management (WM) | 0.0 | $134k | 1.4k | 92.80 | |
Sandy Spring Ban (SASR) | 0.0 | $134k | 5.9k | 22.64 | |
Marriott International (MAR) | 0.0 | $132k | 1.8k | 74.70 | |
Diageo (DEO) | 0.0 | $131k | 1.0k | 126.82 | |
KLA-Tencor Corporation (KLAC) | 0.0 | $131k | 913.00 | 143.48 | |
Dow (DOW) | 0.0 | $130k | 4.4k | 29.35 | |
United Parcel Service (UPS) | 0.0 | $129k | 1.4k | 93.34 | |
Campbell Soup Company (CPB) | 0.0 | $129k | 2.8k | 46.07 | |
GlaxoSmithKline | 0.0 | $128k | 3.4k | 37.84 | |
Yum! Brands (YUM) | 0.0 | $127k | 1.8k | 68.69 | |
Apartment Invt And Mgmt Co -a | 0.0 | $125k | 3.5k | 35.29 | |
Canadian Natl Ry (CNI) | 0.0 | $124k | 1.6k | 77.50 | |
Imperial Oil (IMO) | 0.0 | $124k | 11k | 11.35 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $123k | 2.1k | 58.32 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $123k | 992.00 | 123.99 | |
SYSCO Corporation (SYY) | 0.0 | $121k | 2.7k | 45.49 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $119k | 635.00 | 187.40 | |
Trane Technologies (TT) | 0.0 | $118k | 1.4k | 82.69 | |
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.0 | $118k | 5.8k | 20.50 | |
Invesco Exchange Traded Fd T dynmc lrg valu (PWV) | 0.0 | $115k | 3.8k | 30.12 | |
Utilities SPDR (XLU) | 0.0 | $115k | 2.1k | 55.64 | |
Dex (DXCM) | 0.0 | $115k | 426.00 | 269.95 | |
Sba Communications Corp (SBAC) | 0.0 | $114k | 421.00 | 270.78 | |
Vanguard Financials ETF (VFH) | 0.0 | $113k | 2.2k | 50.56 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $113k | 1.1k | 99.82 | |
Marsh & McLennan Companies (MMC) | 0.0 | $111k | 1.3k | 86.79 | |
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.0 | $110k | 688.00 | 159.88 | |
U.S. Bancorp (USB) | 0.0 | $108k | 3.1k | 34.48 | |
Marathon Petroleum Corp (MPC) | 0.0 | $108k | 4.6k | 23.58 | |
Charles Schwab Corporation (SCHW) | 0.0 | $107k | 3.2k | 33.78 | |
Atlassian Corp Plc cl a | 0.0 | $106k | 772.00 | 137.31 | |
ConocoPhillips (COP) | 0.0 | $106k | 3.4k | 30.86 | |
General Mills (GIS) | 0.0 | $105k | 2.0k | 52.66 | |
L3harris Technologies (LHX) | 0.0 | $104k | 578.00 | 179.93 | |
Eaton (ETN) | 0.0 | $102k | 1.3k | 77.92 | |
Royal Dutch Shell | 0.0 | $100k | 2.9k | 34.81 | |
Ford Motor Company (F) | 0.0 | $61k | 13k | 4.85 | |
Genworth Financial (GNW) | 0.0 | $51k | 16k | 3.29 |