UNIVEST FINANCIAL Corp as of June 30, 2026
Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 275 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 9.0 | $184M | 2.2M | 85.49 | |
| Spdr Series Trust St Str P500etf (SPYM) | 7.9 | $161M | 1.8M | 87.88 | |
| Apple (AAPL) | 5.1 | $103M | 358k | 289.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $86M | 242k | 357.37 | |
| Micron Technology (MU) | 3.5 | $72M | 62k | 1154.28 | |
| Microsoft Corporation (MSFT) | 3.4 | $68M | 183k | 373.02 | |
| NVIDIA Corporation (NVDA) | 3.2 | $66M | 330k | 200.09 | |
| Amazon (AMZN) | 3.2 | $64M | 269k | 238.34 | |
| Spdr Series Trust St Str Aggre Etf (SPAB) | 2.9 | $60M | 2.4M | 25.52 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 2.9 | $59M | 1.3M | 46.15 | |
| Broadcom (AVGO) | 2.6 | $53M | 140k | 377.75 | |
| Eli Lilly & Co. (LLY) | 2.0 | $41M | 34k | 1199.43 | |
| Meta Platforms Cl A (META) | 1.8 | $36M | 64k | 563.29 | |
| Nextera Energy (NEE) | 1.5 | $30M | 345k | 87.77 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.5 | $30M | 561k | 53.11 | |
| Applied Materials (AMAT) | 1.3 | $27M | 38k | 723.00 | |
| Visa Com Cl A (V) | 1.3 | $26M | 77k | 343.09 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $26M | 38k | 686.81 | |
| Univest Corp. of PA (UVSP) | 1.1 | $22M | 503k | 43.75 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 1.0 | $21M | 173k | 118.99 | |
| S&p Global (SPGI) | 1.0 | $21M | 50k | 407.26 | |
| UnitedHealth (UNH) | 1.0 | $20M | 48k | 415.63 | |
| Blackrock (BLK) | 0.9 | $18M | 19k | 961.56 | |
| Johnson & Johnson (JNJ) | 0.9 | $18M | 70k | 253.97 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.8 | $17M | 196k | 87.91 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $17M | 34k | 501.36 | |
| United Rentals (URI) | 0.8 | $17M | 15k | 1132.89 | |
| Costco Wholesale Corporation (COST) | 0.8 | $17M | 18k | 935.47 | |
| Fair Isaac Corporation (FICO) | 0.8 | $17M | 14k | 1194.75 | |
| Ishares Tr National Mun Etf (MUB) | 0.8 | $16M | 149k | 107.62 | |
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $15M | 68k | 217.93 | |
| Synopsys (SNPS) | 0.7 | $15M | 33k | 446.07 | |
| American Express Company (AXP) | 0.7 | $14M | 41k | 338.25 | |
| Philip Morris International (PM) | 0.6 | $13M | 71k | 180.91 | |
| TJX Companies (TJX) | 0.6 | $13M | 85k | 151.50 | |
| Te Connectivity Ord Shs (TEL) | 0.6 | $12M | 60k | 201.61 | |
| L3harris Technologies (LHX) | 0.6 | $12M | 41k | 290.59 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $11M | 31k | 370.04 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | 34k | 327.33 | |
| Fortinet (FTNT) | 0.5 | $11M | 72k | 153.62 | |
| Arista Networks Com Shs (ANET) | 0.5 | $11M | 63k | 169.88 | |
| American Tower Reit (AMT) | 0.5 | $10M | 63k | 163.57 | |
| Sherwin-Williams Company (SHW) | 0.5 | $10M | 29k | 344.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $9.3M | 27k | 353.34 | |
| FedEx Corporation (FDX) | 0.4 | $9.1M | 29k | 313.14 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $9.0M | 98k | 92.27 | |
| Bank of America Corporation (BAC) | 0.4 | $8.9M | 155k | 56.98 | |
| salesforce (CRM) | 0.4 | $8.7M | 56k | 156.66 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $8.6M | 149k | 57.84 | |
| Emcor (EME) | 0.4 | $8.6M | 10k | 829.87 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $8.2M | 13k | 623.50 | |
| Casey's General Stores (CASY) | 0.4 | $7.8M | 9.8k | 794.75 | |
| Broadridge Financial Solutions (BR) | 0.4 | $7.7M | 56k | 136.95 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $7.6M | 15k | 513.61 | |
| Monster Beverage Corp (MNST) | 0.4 | $7.4M | 77k | 96.12 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.4 | $7.4M | 61k | 121.43 | |
| Ecolab (ECL) | 0.3 | $7.1M | 25k | 278.61 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $6.9M | 15k | 450.98 | |
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.3 | $6.8M | 61k | 112.09 | |
| Uber Technologies (UBER) | 0.3 | $6.7M | 93k | 72.16 | |
| Equinix (EQIX) | 0.3 | $6.7M | 6.4k | 1042.39 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $6.3M | 33k | 190.52 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $6.2M | 6.4k | 978.12 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $5.7M | 4.3k | 1332.04 | |
| Home Depot (HD) | 0.3 | $5.6M | 16k | 352.68 | |
| Intercontinental Exchange (ICE) | 0.3 | $5.6M | 46k | 123.11 | |
| Cisco Systems (CSCO) | 0.3 | $5.6M | 48k | 117.46 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $5.4M | 27k | 205.02 | |
| Corning Incorporated (GLW) | 0.3 | $5.3M | 21k | 255.43 | |
| Wal-Mart Stores (WMT) | 0.3 | $5.2M | 46k | 113.26 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $5.1M | 6.8k | 748.89 | |
| Spdr Series Trust St Bloo High Etf (JNK) | 0.2 | $4.9M | 51k | 96.37 | |
| Ishares Tr Mbs Etf (MBB) | 0.2 | $4.8M | 51k | 94.52 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $4.5M | 33k | 136.72 | |
| Amgen (AMGN) | 0.2 | $4.5M | 13k | 362.12 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $4.5M | 9.0k | 496.73 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $4.5M | 11k | 397.68 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $4.4M | 8.6k | 509.46 | |
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $4.4M | 86k | 50.39 | |
| ExlService Holdings (EXLS) | 0.2 | $4.3M | 168k | 25.86 | |
| IDEXX Laboratories (IDXX) | 0.2 | $4.3M | 8.1k | 526.44 | |
| Caterpillar (CAT) | 0.2 | $4.2M | 3.9k | 1064.90 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $4.2M | 5.6k | 746.70 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $4.2M | 29k | 143.10 | |
| McDonald's Corporation (MCD) | 0.2 | $4.0M | 15k | 270.31 | |
| Servicenow (NOW) | 0.2 | $3.9M | 39k | 99.28 | |
| Pepsi (PEP) | 0.2 | $3.8M | 28k | 135.40 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.8M | 76k | 50.58 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $3.8M | 78k | 48.43 | |
| Zoetis Cl A (ZTS) | 0.2 | $3.7M | 52k | 71.86 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.7M | 30k | 124.44 | |
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.2 | $3.6M | 30k | 119.13 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.6M | 30k | 117.67 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.6M | 18k | 197.60 | |
| Procter & Gamble Company (PG) | 0.2 | $3.5M | 24k | 146.64 | |
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.2 | $3.5M | 32k | 109.11 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.4M | 13k | 271.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.4M | 40k | 86.14 | |
| Darling International (DAR) | 0.2 | $3.4M | 61k | 54.62 | |
| Merck & Co (MRK) | 0.2 | $3.2M | 25k | 128.50 | |
| Waste Management (WM) | 0.1 | $3.0M | 14k | 222.89 | |
| Analog Devices (ADI) | 0.1 | $3.0M | 7.6k | 397.17 | |
| Dynatrace Com New (DT) | 0.1 | $3.0M | 68k | 43.91 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.0M | 39k | 77.11 | |
| Tesla Motors (TSLA) | 0.1 | $2.9M | 6.9k | 420.60 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $2.9M | 17k | 166.67 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.8M | 19k | 148.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.7M | 5.4k | 500.39 | |
| Abbott Laboratories (ABT) | 0.1 | $2.7M | 29k | 90.74 | |
| MetLife (MET) | 0.1 | $2.5M | 30k | 84.61 | |
| ResMed (RMD) | 0.1 | $2.5M | 13k | 194.88 | |
| Intuit (INTU) | 0.1 | $2.4M | 9.2k | 261.00 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $2.3M | 15k | 158.66 | |
| CRH Ord (CRH) | 0.1 | $2.3M | 21k | 107.00 | |
| Prologis (PLD) | 0.1 | $2.1M | 16k | 135.47 | |
| Netflix (NFLX) | 0.1 | $2.0M | 28k | 71.40 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.0M | 26k | 76.55 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | 34k | 57.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | 2.6k | 736.37 | |
| Watsco, Incorporated (WSO) | 0.1 | $1.9M | 4.6k | 416.72 | |
| Cme (CME) | 0.1 | $1.8M | 8.3k | 220.82 | |
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $1.8M | 21k | 83.07 | |
| Abbvie (ABBV) | 0.1 | $1.7M | 6.9k | 251.64 | |
| Intel Corporation (INTC) | 0.1 | $1.7M | 12k | 139.63 | |
| Entergy Corporation (ETR) | 0.1 | $1.7M | 15k | 114.86 | |
| Wec Energy Group (WEC) | 0.1 | $1.6M | 14k | 116.77 | |
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $1.6M | 35k | 44.36 | |
| Snap-on Incorporated (SNA) | 0.1 | $1.5M | 3.8k | 402.40 | |
| Quanta Services (PWR) | 0.1 | $1.5M | 2.1k | 720.05 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 | |
| Ross Stores (ROST) | 0.1 | $1.5M | 6.9k | 212.85 | |
| Chevron Corporation (CVX) | 0.1 | $1.5M | 8.9k | 165.75 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | 15k | 96.58 | |
| Norfolk Southern (NSC) | 0.1 | $1.5M | 4.6k | 314.59 | |
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $1.4M | 27k | 51.78 | |
| Moody's Corporation (MCO) | 0.1 | $1.4M | 3.1k | 452.92 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.4M | 3.3k | 426.12 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.4M | 7.4k | 185.14 | |
| ConocoPhillips (COP) | 0.1 | $1.3M | 13k | 103.96 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | 2.3k | 580.91 | |
| Ingredion Incorporated (INGR) | 0.1 | $1.3M | 14k | 94.71 | |
| Fastenal Company (FAST) | 0.1 | $1.3M | 27k | 48.03 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $1.3M | 8.4k | 151.00 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | 6.6k | 189.74 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.2M | 23k | 53.61 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | 4.9k | 252.23 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | 17k | 71.25 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | 12k | 96.44 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | 2.6k | 433.33 | |
| Kinder Morgan (KMI) | 0.1 | $1.1M | 36k | 31.97 | |
| Verizon Communications (VZ) | 0.1 | $1.1M | 26k | 42.34 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $1.1M | 10k | 107.13 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $1.1M | 9.4k | 117.29 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0M | 41k | 24.55 | |
| International Business Machines (IBM) | 0.0 | $1.0M | 3.6k | 281.24 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.0M | 9.1k | 110.32 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $1000k | 11k | 91.64 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $990k | 5.3k | 185.23 | |
| Ge Aerospace Com New (GE) | 0.0 | $986k | 2.6k | 373.73 | |
| Oracle Corporation (ORCL) | 0.0 | $971k | 6.6k | 146.54 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $949k | 7.1k | 132.84 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $948k | 7.9k | 119.52 | |
| Lowe's Companies (LOW) | 0.0 | $940k | 4.3k | 220.49 | |
| Xylem (XYL) | 0.0 | $931k | 7.9k | 118.21 | |
| WSFS Financial Corporation (WSFS) | 0.0 | $891k | 12k | 76.73 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $877k | 12k | 75.79 | |
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $844k | 15k | 57.67 | |
| Equifax (EFX) | 0.0 | $833k | 5.3k | 158.72 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $828k | 6.7k | 124.42 | |
| PNC Financial Services (PNC) | 0.0 | $806k | 3.3k | 246.22 | |
| Coca-Cola Company (KO) | 0.0 | $767k | 9.4k | 81.27 | |
| Linde SHS (LIN) | 0.0 | $760k | 1.5k | 518.94 | |
| Constellation Energy (CEG) | 0.0 | $754k | 3.0k | 248.37 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $743k | 5.1k | 146.40 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $743k | 13k | 58.20 | |
| Ge Vernova (GEV) | 0.0 | $734k | 625.00 | 1174.86 | |
| D.R. Horton (DHI) | 0.0 | $724k | 4.4k | 162.88 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $723k | 12k | 62.05 | |
| PPL Corporation (PPL) | 0.0 | $710k | 20k | 36.35 | |
| Altria (MO) | 0.0 | $700k | 9.7k | 71.95 | |
| Starbucks Corporation (SBUX) | 0.0 | $670k | 6.6k | 102.19 | |
| Boeing Company (BA) | 0.0 | $661k | 3.1k | 216.46 | |
| Cintas Corporation (CTAS) | 0.0 | $644k | 3.8k | 170.08 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $633k | 2.6k | 242.98 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $623k | 1.6k | 393.86 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $607k | 3.7k | 164.27 | |
| Walt Disney Company (DIS) | 0.0 | $601k | 6.2k | 96.24 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $592k | 4.7k | 126.58 | |
| Southern Company (SO) | 0.0 | $591k | 6.2k | 95.71 | |
| Morgan Stanley Com New (MS) | 0.0 | $582k | 2.8k | 209.07 | |
| Stryker Corporation (SYK) | 0.0 | $580k | 1.8k | 314.77 | |
| Capital One Financial (COF) | 0.0 | $554k | 2.8k | 200.62 | |
| O'reilly Automotive (ORLY) | 0.0 | $552k | 6.0k | 92.09 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $550k | 3.7k | 150.13 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $537k | 5.6k | 95.45 | |
| Cardinal Health (CAH) | 0.0 | $534k | 2.2k | 237.56 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $525k | 1.7k | 303.05 | |
| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $516k | 7.6k | 67.56 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $510k | 1.7k | 306.26 | |
| Phillips 66 (PSX) | 0.0 | $502k | 3.0k | 169.03 | |
| Chubb (CB) | 0.0 | $495k | 1.5k | 340.74 | |
| McKesson Corporation (MCK) | 0.0 | $489k | 647.00 | 755.60 | |
| Travelers Companies (TRV) | 0.0 | $486k | 1.5k | 330.02 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $463k | 11k | 41.25 | |
| Marriott Intl Cl A (MAR) | 0.0 | $461k | 1.2k | 370.59 | |
| Hershey Company (HSY) | 0.0 | $457k | 2.6k | 175.45 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $456k | 5.7k | 80.56 | |
| Nucor Corporation (NUE) | 0.0 | $455k | 2.0k | 222.76 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $451k | 3.6k | 124.17 | |
| General Dynamics Corporation (GD) | 0.0 | $442k | 1.2k | 354.24 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $437k | 1.2k | 368.38 | |
| Exelon Corporation (EXC) | 0.0 | $433k | 9.3k | 46.62 | |
| Wells Fargo & Company (WFC) | 0.0 | $427k | 5.2k | 82.64 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $425k | 557.00 | 763.14 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $420k | 4.0k | 103.89 | |
| Illinois Tool Works (ITW) | 0.0 | $418k | 1.5k | 270.47 | |
| Allstate Corporation (ALL) | 0.0 | $418k | 1.8k | 237.92 | |
| Goldman Sachs (GS) | 0.0 | $411k | 406.00 | 1011.37 | |
| Trane Technologies SHS (TT) | 0.0 | $407k | 830.00 | 490.87 | |
| Roper Industries (ROP) | 0.0 | $407k | 1.2k | 338.49 | |
| Marvell Technology (MRVL) | 0.0 | $407k | 1.4k | 297.89 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $402k | 13k | 31.71 | |
| Deere & Company (DE) | 0.0 | $398k | 628.00 | 634.33 | |
| Essential Utils (WTRG) | 0.0 | $376k | 9.8k | 38.31 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $368k | 3.0k | 124.76 | |
| Honeywell International (HON) | 0.0 | $358k | 1.6k | 223.90 | |
| Honeywell Aerospace (HONA) | 0.0 | $354k | 1.6k | 221.08 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $350k | 2.7k | 127.80 | |
| Qualcomm (QCOM) | 0.0 | $346k | 1.9k | 184.74 | |
| Emerson Electric (EMR) | 0.0 | $346k | 2.4k | 143.15 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $335k | 2.4k | 137.55 | |
| At&t (T) | 0.0 | $334k | 16k | 20.70 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $332k | 344.00 | 965.00 | |
| Cummins (CMI) | 0.0 | $316k | 443.00 | 713.21 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $310k | 4.1k | 75.51 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $305k | 7.6k | 40.21 | |
| Kla Corp Com New (KLAC) | 0.0 | $305k | 1.0k | 301.71 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $290k | 843.00 | 343.91 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $289k | 2.5k | 116.67 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $285k | 957.00 | 297.97 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $276k | 1.2k | 236.62 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $274k | 10k | 27.41 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $268k | 2.5k | 106.31 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $262k | 5.0k | 52.76 | |
| State Street Corporation (STT) | 0.0 | $253k | 1.5k | 169.55 | |
| 3M Company (MMM) | 0.0 | $252k | 1.6k | 161.92 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $252k | 3.0k | 82.65 | |
| Public Service Enterprise (PEG) | 0.0 | $252k | 3.1k | 81.16 | |
| Becton, Dickinson and (BDX) | 0.0 | $251k | 1.7k | 151.33 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $246k | 2.2k | 114.18 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $244k | 4.6k | 53.17 | |
| Citigroup Com New (C) | 0.0 | $244k | 1.7k | 139.96 | |
| W.W. Grainger (GWW) | 0.0 | $241k | 177.00 | 1360.40 | |
| AutoZone (AZO) | 0.0 | $240k | 75.00 | 3195.95 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $231k | 2.3k | 98.98 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $230k | 1.5k | 156.30 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $230k | 1.4k | 163.45 | |
| FirstEnergy (FE) | 0.0 | $229k | 4.8k | 47.54 | |
| Yum! Brands (YUM) | 0.0 | $226k | 1.4k | 159.86 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $225k | 550.00 | 409.50 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $223k | 3.0k | 73.41 | |
| AmerisourceBergen (COR) | 0.0 | $220k | 778.00 | 282.98 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $218k | 851.00 | 255.67 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $217k | 4.2k | 51.51 | |
| Dominion Resources (D) | 0.0 | $215k | 3.2k | 68.29 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $215k | 449.00 | 477.87 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $212k | 301.00 | 703.65 | |
| Booking Holdings (BKNG) | 0.0 | $210k | 1.2k | 178.19 | |
| American Electric Power Company (AEP) | 0.0 | $207k | 1.5k | 136.77 | |
| Caci Intl Cl A (CACI) | 0.0 | $202k | 435.00 | 463.26 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $201k | 385.00 | 522.39 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $201k | 1.3k | 158.03 | |
| Timkensteel (MTUS) | 0.0 | $187k | 10k | 18.69 | |
| Encore Energy Corp Com New (EU) | 0.0 | $20k | 15k | 1.31 | |
| Hyperfine Com Cl A (HYPR) | 0.0 | $15k | 11k | 1.35 |
