Sutton Wealth Advisors 13F annual report
Sutton Wealth Advisors is an investment fund managing more than $203 billion ran by Linda Kocher. There are currently 865 companies in Mrs. Kocher’s portfolio. The largest investments include Schwab U.s. Large-cap Etf and Apple Inc, together worth $37 billion.
Limited to 30 biggest holdings
$203 billion Assets Under Management (AUM)
As of 1st November 2023, Sutton Wealth Advisors’s top holding is 470,392 shares of Schwab U.s. Large-cap Etf currently worth over $23.8 billion and making up 11.7% of the portfolio value.
In addition, the fund holds 76,979 shares of Apple Inc worth $13.2 billion, whose value grew 3.3% in the past six months.
The third-largest holding is Vanguard S&p 500 Etf worth $12.3 billion and the next is Lincoln Elec Hldgs Inc Com worth $8.5 billion, with 46,770 shares owned.
Currently, Sutton Wealth Advisors's portfolio is worth at least $203 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sutton Wealth Advisors
The Sutton Wealth Advisors office and employees reside in Tampa, Florida. According to the last 13-F report filed with the SEC, Linda Kocher serves as the OPERATIONS MANAGER at Sutton Wealth Advisors.
Recent trades
In the most recent 13F filing, Sutton Wealth Advisors revealed that it had opened a new position in
Wisdomtree Emerging Markets High Dividend Fund and bought 140,211 shares worth $5.26 billion.
The investment fund also strengthened its position in Schwab U.s. Large-cap Etf by buying
4,189 additional shares.
This makes their stake in Schwab U.s. Large-cap Etf total 470,392 shares worth $23.8 billion.
On the other hand, there are companies that Sutton Wealth Advisors is getting rid of from its portfolio.
Sutton Wealth Advisors closed its position in Kellanova Com on 8th November 2023.
It sold the previously owned 127 shares for $8.56 million.
Linda Kocher also disclosed a decreased stake in Ishares Russell 1000 Etf by approximately 0.1%.
This leaves the value of the investment at $7.21 billion and 30,697 shares.
One of the smaller hedge funds
The two most similar investment funds to Sutton Wealth Advisors are Delphi and Valley Forge Investment Consultants Inc Adv. They manage $203 billion and $203 billion respectively.
Linda Kocher investment strategy
Sutton Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 8.4% of
the total portfolio value.
The fund focuses on investments in the United States as
30.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
23% of the total holdings value.
On the other hand, small-cap stocks make up only 3.1% of the portfolio.
The average market cap of the portfolio companies is close to $47.9 billion.
The complete list of Sutton Wealth Advisors trades based on 13F SEC filings
These positions were updated on November 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Schwab U.s. Large-cap Etf |
0.90%
470,392
|
$23,801,852,000 | 11.71% |
| Apple Inc |
1.24%
76,979
|
$13,179,572,000 | 6.48% |
| Vanguard S&p 500 Etf |
5.75%
31,419
|
$12,338,283,000 | 6.07% |
| Lincoln Elec Hldgs Inc Com |
No change
46,770
|
$8,502,318,000 | 4.18% |
| Ishares Russell 1000 Etf |
0.91%
30,697
|
$7,211,032,000 | 3.55% |
| Abbvie Inc |
1.03%
38,197
|
$5,693,654,000 | 2.80% |
| Ishares Russell Midcap Etf |
1.14%
78,343
|
$5,425,263,000 | 2.67% |
| Wisdomtree Emerging Markets High Dividend Fund |
Opened
140,211
|
$5,255,108,000 | 2.58% |
| Ishares Core S&p Small Cap Etf |
9.22%
55,489
|
$5,234,250,000 | 2.57% |
| Spdr S&p 500 Etf Trust |
0.38%
10,964
|
$4,686,930,000 | 2.31% |
| Ishares Cohen & Steers Reit Etf |
4.34%
93,153
|
$4,672,561,000 | 2.30% |
| Microsoft Corp Com |
3.67%
14,251
|
$4,499,793,000 | 2.21% |
| Schwab U.s. Small-cap Etf |
3.07%
102,888
|
$4,261,602,000 | 2.10% |
| Johnson & Johnson Com |
1.89%
21,638
|
$3,370,135,000 | 1.66% |
| Mcdonalds Corp Com |
1.00%
12,428
|
$3,274,044,000 | 1.61% |
| Abbott Labs Com |
1.19%
31,989
|
$3,098,135,000 | 1.52% |
| Blackstone Inc |
4.33%
28,176
|
$3,018,825,000 | 1.48% |
| Alphabet Inc Cap Stk Cl A |
2.55%
21,185
|
$2,772,269,000 | 1.36% |
| Automatic Data Processing Inc. |
0.19%
11,015
|
$2,649,989,000 | 1.30% |
| Chevron Corp New Com |
0.83%
14,322
|
$2,414,966,000 | 1.19% |
| Jpmorgan Chase & Co Com |
2.40%
15,408
|
$2,234,494,000 | 1.10% |
| Home Depot, Inc. |
0.29%
6,274
|
$1,895,712,000 | 0.93% |
| Nvidia Corporation Com |
3.75%
4,206
|
$1,829,725,000 | 0.90% |
| Schwab U.s. Mid-cap Etf |
1.39%
25,509
|
$1,726,434,000 | 0.85% |
| Merck & Co Inc |
1.49%
15,680
|
$1,614,256,000 | 0.79% |
| Eli Lilly & Co Com |
0.51%
2,952
|
$1,585,608,000 | 0.78% |
| Vanguard Intermediate-term Corporate Bond Etf |
28.01%
17,532
|
$1,332,053,000 | 0.66% |
| Schwab Emerging Markets Equity Etf |
70.63%
54,648
|
$1,308,282,000 | 0.64% |
| Oracle Corp Com |
0.85%
12,304
|
$1,303,240,000 | 0.64% |
| Vaneck Fallen Angel High Yield Bond Etf |
51.08%
45,036
|
$1,218,674,000 | 0.60% |
| Ishares Russell 1000 Growth Etf |
0.52%
4,571
|
$1,215,840,000 | 0.60% |
| iShares Select Dividend ETF |
0.02%
11,292
|
$1,215,471,000 | 0.60% |
| Procter And Gamble Co Com |
1.29%
8,254
|
$1,203,928,000 | 0.59% |
| Amazon.com Inc. |
8.64%
8,827
|
$1,122,088,000 | 0.55% |
| Vanguard Small-cap Etf |
0.44%
5,913
|
$1,118,061,000 | 0.55% |
| Alphabet Inc Cap Stk Cl C |
3.33%
8,382
|
$1,105,167,000 | 0.54% |
| Berkshire Hathaway Inc Del Cl B New |
3.79%
3,091
|
$1,082,777,000 | 0.53% |
| Bank America Corp Com |
0.71%
37,098
|
$1,015,749,000 | 0.50% |
| Innovator U.s. Equity Power Buffer Etf - March |
No change
29,975
|
$1,003,863,000 | 0.49% |
| Lowes Cos Inc Com |
0.54%
4,771
|
$991,605,000 | 0.49% |
| Broadcom Inc. |
2.40%
1,193
|
$990,882,000 | 0.49% |
| Innovator U.s. Equity Power Buffer Etf - February |
No change
30,322
|
$923,505,000 | 0.45% |
| Pepsico Inc Com |
6.26%
5,412
|
$917,019,000 | 0.45% |
| Ishares Russell 2000 Etf |
No change
4,841
|
$855,686,000 | 0.42% |
| Caterpillar Inc. |
1.34%
3,107
|
$848,211,000 | 0.42% |
| Vanguard Mid-cap Etf |
2.24%
3,965
|
$825,747,000 | 0.41% |
| Innovator U.s. Equity Power Buffer Etf - April |
No change
25,839
|
$790,932,000 | 0.39% |
| The Cigna Group Com |
0.48%
2,728
|
$780,399,000 | 0.38% |
| Schwab U.s. Large-cap Growth Etf |
0.01%
10,642
|
$773,850,000 | 0.38% |
| Ishares Msci Emerging Markets Etf |
61.87%
19,555
|
$742,112,000 | 0.37% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
14.76%
7,077
|
$721,988,000 | 0.36% |
| Consumer Staples Select Sector Spdr Fund |
1.41%
10,371
|
$713,629,000 | 0.35% |
| Meta Platforms Inc |
4.25%
2,377
|
$713,599,000 | 0.35% |
| Coca Cola Co Com |
0.57%
12,486
|
$698,941,000 | 0.34% |
| Ishares S&p 500 Growth Etf |
No change
10,112
|
$691,863,000 | 0.34% |
| Visa Inc |
9.61%
2,761
|
$635,058,000 | 0.31% |
| Unitedhealth Group Inc |
2.91%
1,237
|
$623,695,000 | 0.31% |
| Pacer Swan Sos Moderate (april) Etf |
No change
25,434
|
$590,880,000 | 0.29% |
| Innovator U.s. Equity Power Buffer Etf - June |
1.72%
18,196
|
$569,717,000 | 0.28% |
| Bristol-myers Squibb Co Com |
0.87%
9,790
|
$568,212,000 | 0.28% |
| Ishares Core S&p 500 Etf |
No change
1,321
|
$567,277,000 | 0.28% |
| NextEra Energy Inc |
0.23%
9,778
|
$560,182,000 | 0.28% |
| Valley Natl Bancorp Com |
No change
63,303
|
$541,874,000 | 0.27% |
| Deere & Co Com |
1.14%
1,423
|
$537,012,000 | 0.26% |
| Lockheed Martin Corp Com |
6.07%
1,259
|
$514,881,000 | 0.25% |
| Innovator U.s. Equity Power Buffer Etf - December |
No change
14,723
|
$476,436,000 | 0.23% |
| Ishares U.s. Technology Etf |
No change
4,505
|
$472,619,000 | 0.23% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
3.05%
9,330
|
$464,914,000 | 0.23% |
| Ishares Core S&p Mid-cap Etf |
136.29%
1,810
|
$451,324,000 | 0.22% |
| Exxon Mobil Corp Com |
25.15%
3,722
|
$437,577,000 | 0.22% |
| Invesco Qqq Trust Series I |
0.16%
1,218
|
$436,540,000 | 0.21% |
| Schwab International Equity Etf |
17.55%
12,577
|
$427,122,000 | 0.21% |
| Innovator U.s. Equity Power Buffer Etf - July |
88.98%
12,480
|
$420,576,000 | 0.21% |
| BRP Group, Inc. |
No change
15,700
|
$364,711,000 | 0.18% |
| Innovator U.s. Equity Power Buffer Etf - May |
No change
12,298
|
$363,037,000 | 0.18% |
| Walmart Inc |
3.59%
2,219
|
$354,885,000 | 0.17% |
| Zimmer Biomet Holdings Inc |
1.01%
3,095
|
$347,321,000 | 0.17% |
| Intel Corp Com |
0.26%
9,556
|
$339,716,000 | 0.17% |
| Ishares National Muni Bond Etf |
No change
3,311
|
$339,510,000 | 0.17% |
| Pfizer Inc. |
4.34%
10,214
|
$338,798,000 | 0.17% |
| Tesla Inc |
20.38%
1,317
|
$329,540,000 | 0.16% |
| Kimberly-clark Corp Com |
2.10%
2,680
|
$323,878,000 | 0.16% |
| Duke Energy Corp New Com New |
31.29%
3,654
|
$322,512,000 | 0.16% |
| Schwab Us Dividend Equity Etf |
0.02%
4,513
|
$319,313,000 | 0.16% |
| Unilever Plc Spon Adr New |
No change
6,396
|
$315,962,000 | 0.16% |
| Ishares Core High Dividend Etf |
No change
3,099
|
$306,460,000 | 0.15% |
| Mastercard Incorporated |
6.04%
773
|
$306,038,000 | 0.15% |
| iShares Morningstar Growth ETF |
No change
4,860
|
$289,912,000 | 0.14% |
| Phillips 66 Com |
0.67%
2,405
|
$288,961,000 | 0.14% |
| Dow Inc |
1.22%
5,516
|
$284,405,000 | 0.14% |
| Invesco S&p 500 Top 50 Etf |
900.00%
8,130
|
$276,095,000 | 0.14% |
| Adobe Inc |
5.18%
508
|
$259,029,000 | 0.13% |
| Mondelez International Inc. |
5.72%
3,706
|
$257,196,000 | 0.13% |
| Innovator U.s. Equity Power Buffer Etf - January |
No change
6,868
|
$238,980,000 | 0.12% |
| AMGEN Inc. |
6.26%
883
|
$237,315,000 | 0.12% |
| Costco Whsl Corp New Com |
6.62%
419
|
$236,439,000 | 0.12% |
| Raymond James Finl Inc Com |
No change
2,270
|
$227,976,000 | 0.11% |
| Gsk Plc Sponsored Adr |
0.73%
6,275
|
$227,469,000 | 0.11% |
| Thermo Fisher Scientific Inc. |
0.46%
441
|
$223,221,000 | 0.11% |
| Lennar Corp. |
1.40%
1,956
|
$219,522,000 | 0.11% |
| Pacer Swan Sos Moderate (january) Etf |
No change
8,944
|
$217,235,000 | 0.11% |
| Prudential Finl Inc Com |
0.74%
2,284
|
$216,729,000 | 0.11% |
| International Business Machs Com |
2.21%
1,523
|
$213,680,000 | 0.11% |
| United Cmnty Bks Blairsvle Ga Com |
No change
8,405
|
$213,571,000 | 0.11% |
| Aflac Inc. |
1.11%
2,738
|
$210,142,000 | 0.10% |
| Rtx Corporation Com |
1.03%
2,888
|
$207,869,000 | 0.10% |
| Price T Rowe Group Inc Com |
4.31%
1,936
|
$203,028,000 | 0.10% |
| Iron Mtn Inc Del Com |
1.28%
3,336
|
$198,325,000 | 0.10% |
| 3m Co Com |
1.19%
2,080
|
$194,730,000 | 0.10% |
| Starwood Ppty Tr Inc Com |
2.99%
10,041
|
$194,293,000 | 0.10% |
| Morgan Stanley Com New |
2.63%
2,377
|
$194,130,000 | 0.10% |
| Ishares Russell 3000 Etf |
No change
788
|
$193,173,000 | 0.10% |
| Texas Instrs Inc Com |
0.90%
1,205
|
$191,607,000 | 0.09% |
| Blackrock Inc. |
8.96%
292
|
$188,775,000 | 0.09% |
| Omega Healthcare Invs Inc Com |
No change
5,653
|
$187,453,000 | 0.09% |
| Palo Alto Networks Inc |
2.69%
763
|
$178,878,000 | 0.09% |
| Fiserv, Inc. |
2.33%
1,583
|
$178,816,000 | 0.09% |
| Kimbell Rty Partners Lp Unit |
No change
10,933
|
$174,932,000 | 0.09% |
| Huntington Bancshares, Inc. |
1.69%
16,687
|
$173,545,000 | 0.09% |
| Vanguard International High Dividend Yield Etf |
No change
2,750
|
$170,198,000 | 0.08% |
| Starbucks Corp Com |
1.53%
1,856
|
$169,397,000 | 0.08% |
| Honeywell Intl Inc Com |
4.98%
907
|
$167,559,000 | 0.08% |
| Verizon Communications Inc |
57.47%
5,007
|
$162,289,000 | 0.08% |
| Sysco Corp Com |
0.12%
2,456
|
$162,219,000 | 0.08% |
| Ishares Iboxx $ High Yield Corporate Bond Etf |
4.86%
2,115
|
$155,929,000 | 0.08% |
| Invesco BulletShares 2026 Corporate Bond ETF |
2.82%
8,161
|
$153,307,000 | 0.08% |
| Ishares International Select Dividend Etf |
No change
5,974
|
$151,740,000 | 0.07% |
| Union Pac Corp Com |
1.53%
731
|
$148,854,000 | 0.07% |
| Advanced Micro Devices Inc. |
8.33%
1,418
|
$145,799,000 | 0.07% |
| Vanguard High Dividend Yield Index Etf |
No change
1,409
|
$145,578,000 | 0.07% |
| Vanguard Short-term Corporate Bond Etf |
1.28%
1,924
|
$144,589,000 | 0.07% |
| Invesco NASDAQ 100 ETF |
2.49%
978
|
$144,221,000 | 0.07% |
| United Parcel Service, Inc. |
0.11%
911
|
$141,998,000 | 0.07% |
| Ishares U.s. Pharmaceuticals Etf |
No change
800
|
$141,624,000 | 0.07% |
| iShares 3-7 Year Treasury Bond ETF |
826.12%
1,241
|
$140,432,000 | 0.07% |
| Blackrock Floating Rate Income Com |
No change
10,984
|
$138,618,000 | 0.07% |
| Philip Morris Intl Inc Com |
1.70%
1,495
|
$138,407,000 | 0.07% |
| Cisco Sys Inc Com |
3.37%
2,574
|
$138,381,000 | 0.07% |
| Dominion Energy Inc |
682.10%
3,058
|
$136,601,000 | 0.07% |
| Stryker Corporation Com |
4.17%
500
|
$136,528,000 | 0.07% |
| Tjx Cos Inc New Com |
3.05%
1,521
|
$135,186,000 | 0.07% |
| Innovator U.s. Equity Power Buffer Etf - August |
No change
4,332
|
$134,509,000 | 0.07% |
| Conocophillips Com |
6.14%
1,106
|
$132,499,000 | 0.07% |
| Target Corp Com |
4.08%
1,198
|
$132,481,000 | 0.07% |
| Salesforce Inc |
3.63%
637
|
$129,171,000 | 0.06% |
| iShares S&P Small-Cap 600 Growth ETF |
No change
1,164
|
$127,668,000 | 0.06% |
| Altria Group Inc. |
4.08%
3,011
|
$126,597,000 | 0.06% |
| Pimco Corporate & Income Oppor Com |
No change
9,672
|
$126,413,000 | 0.06% |
| Kenvue Inc Com |
Opened
6,279
|
$126,082,000 | 0.06% |
| Paychex Inc. |
0.09%
1,077
|
$124,210,000 | 0.06% |
| Shell Plc Spon Ads |
No change
1,862
|
$119,876,000 | 0.06% |
| Comcast Corp New Cl A |
10.61%
2,668
|
$118,299,000 | 0.06% |
| Blackrock Corpor Hi Yld Fd Inc Com |
No change
13,504
|
$116,540,000 | 0.06% |
| Applied Matls Inc Com |
10.70%
828
|
$114,637,000 | 0.06% |
| NiSource Inc |
No change
4,567
|
$112,714,000 | 0.06% |
| Eaton Vance Ltd Duration Incom Com |
No change
12,460
|
$112,638,000 | 0.06% |
| Colgate Palmolive Co Com |
2.20%
1,580
|
$112,354,000 | 0.06% |
| Pacer Swan Sos Moderate (july) Etf |
No change
4,820
|
$111,901,000 | 0.06% |
| Pimco High Income Fd Com Shs |
No change
24,810
|
$109,660,000 | 0.05% |
| Netflix Inc. |
No change
289
|
$109,126,000 | 0.05% |
| Qualcomm, Inc. |
11.04%
976
|
$108,395,000 | 0.05% |
| Spdr S&p 600 Small Cap Growth Etf |
No change
1,464
|
$107,267,000 | 0.05% |
| Invesco BulletShares 2025 Corporate Bond ETF |
4.02%
5,320
|
$106,985,000 | 0.05% |
| Vanguard Ftse Emerging Markets Etf |
38.82%
2,723
|
$106,769,000 | 0.05% |
| Innovator U.s. Equity Power Buffer Etf - October |
No change
3,116
|
$105,819,000 | 0.05% |
| Amphenol Corp. |
3.98%
1,255
|
$105,407,000 | 0.05% |
| Invesco BulletShares 2023 Corporate Bond ETF |
35.80%
4,962
|
$105,343,000 | 0.05% |
| Invesco BulletShares 2024 Corporate Bond ETF |
4.59%
5,035
|
$104,073,000 | 0.05% |
| Southern Co Com |
6.66%
1,601
|
$103,617,000 | 0.05% |
| Schwab U.s. Broad Market Etf |
0.15%
2,021
|
$100,739,000 | 0.05% |
| Easterly Govt Pptys Inc Com |
No change
8,767
|
$100,207,000 | 0.05% |
| General Mls Inc Com |
6.65%
1,491
|
$95,413,000 | 0.05% |
| Nike, Inc. |
13.68%
997
|
$95,374,000 | 0.05% |
| Innovator U.s. Equity Power Buffer Etf - September |
12.08%
2,840
|
$92,016,000 | 0.05% |
| Canadian Natl Ry Co Com |
No change
837
|
$90,672,000 | 0.04% |
| Ishares Msci Eafe Etf |
No change
1,312
|
$90,423,000 | 0.04% |
| Ishares Russell 1000 Value Etf |
No change
594
|
$90,181,000 | 0.04% |
| Utilities Select Sector Spdr Fund |
No change
1,515
|
$89,279,000 | 0.04% |
| HCI Group Inc |
No change
1,635
|
$88,764,000 | 0.04% |
| Lam Research Corp Com |
0.72%
139
|
$87,121,000 | 0.04% |
| Danaher Corporation Com |
11.58%
347
|
$86,091,000 | 0.04% |
| Humana Inc. |
2.92%
176
|
$85,628,000 | 0.04% |
| Waste Mgmt Inc Del Com |
3.17%
554
|
$84,452,000 | 0.04% |
| Ishares Ibonds Dec 2025 Term Corporate Etf |
233.11%
3,411
|
$83,126,000 | 0.04% |
| Vanguard Information Technology Etf |
No change
200
|
$82,882,000 | 0.04% |
| Barclays Plc Adr |
No change
10,561
|
$82,270,000 | 0.04% |
| Csx Corp Com |
5.32%
2,652
|
$81,549,000 | 0.04% |
| Spdr S&p Midcap 400 Etf Trust |
No change
177
|
$80,825,000 | 0.04% |
| Disney Walt Co Com |
25.54%
991
|
$80,321,000 | 0.04% |
| Consolidated Edison, Inc. |
6.36%
920
|
$78,688,000 | 0.04% |
| Astrazeneca Plc Sponsored Adr |
No change
1,156
|
$78,284,000 | 0.04% |
| Grainger W W Inc Com |
5.71%
111
|
$76,794,000 | 0.04% |
| Boeing Co Com |
8.82%
395
|
$75,714,000 | 0.04% |
| Schlumberger Ltd Com Stk |
9.76%
1,293
|
$75,382,000 | 0.04% |
| Innovator U.s. Equity Power Buffer Etf - November |
No change
2,277
|
$75,278,000 | 0.04% |
| Micron Technology Inc. |
6.60%
1,082
|
$73,608,000 | 0.04% |
| Realty Income Corp Com |
1.16%
1,450
|
$72,438,000 | 0.04% |
| Defiance Next Gen Connectivity Etf |
No change
2,300
|
$71,887,000 | 0.04% |
| Freeport-McMoRan Inc |
5.67%
1,862
|
$69,434,000 | 0.03% |
| Cvs Health Corp Com |
16.25%
980
|
$68,424,000 | 0.03% |
| Fedex Corp Com |
4.94%
255
|
$67,555,000 | 0.03% |
| Communication Services Select Sector Spdr Fund |
No change
1,015
|
$66,554,000 | 0.03% |
| First Trust NASDAQ-100 Equal Weighted Index Fund |
No change
634
|
$65,930,000 | 0.03% |
| General Electric Co Com New |
15.02%
582
|
$64,341,000 | 0.03% |
| MetLife, Inc. |
2.36%
997
|
$62,721,000 | 0.03% |
| Intuit Com |
17.31%
122
|
$62,335,000 | 0.03% |
| General Dynamics Corp Com |
6.04%
281
|
$62,093,000 | 0.03% |
| Ishares Expanded Tech-software Sector Etf |
No change
177
|
$60,403,000 | 0.03% |
| Goldman Sachs Group, Inc. |
13.55%
185
|
$59,860,000 | 0.03% |
| Zoetis Inc |
10.03%
340
|
$59,153,000 | 0.03% |
| Asml Holding N V N Y Registry Shs |
No change
100
|
$58,866,000 | 0.03% |
| Linde Plc Shs |
24.41%
158
|
$58,831,000 | 0.03% |
| American Express Co Com |
0.25%
392
|
$58,482,000 | 0.03% |
| Accenture Plc Ireland Shs Class A |
30.56%
188
|
$57,737,000 | 0.03% |
| Aptiv Plc Shs |
1.23%
574
|
$56,591,000 | 0.03% |
| Fidelity Msci Information Technology Index Etf |
No change
457
|
$56,184,000 | 0.03% |
| Norfolk Southn Corp Com |
4.07%
281
|
$55,337,000 | 0.03% |
| Luminar Technologies Inc |
No change
12,000
|
$54,600,000 | 0.03% |
| Blackstone Secd Lending Fd Common Stock |
29.65%
1,995
|
$54,583,000 | 0.03% |
| Invesco S&p 500 Equal Weight Etf |
No change
372
|
$52,709,000 | 0.03% |
| Medtronic Plc Shs |
23.42%
664
|
$52,031,000 | 0.03% |
| Ishares Ibonds Dec 2026 Term Corporate Etf |
Opened
2,170
|
$50,637,000 | 0.02% |
| Exelon Corp Com |
4.45%
1,337
|
$50,525,000 | 0.02% |
| Prologis Inc. Com |
No change
447
|
$50,158,000 | 0.02% |
| Truist Finl Corp Com |
0.46%
1,747
|
$49,982,000 | 0.02% |
| Spdr Gold Shares |
No change
291
|
$49,892,000 | 0.02% |
| Sherwin Williams Co Com |
110.87%
194
|
$49,480,000 | 0.02% |
| Global X Autonomous & Electric Vehicles ETF |
No change
2,073
|
$48,695,000 | 0.02% |
| Northrop Grumman Corp Com |
23.60%
110
|
$48,421,000 | 0.02% |
| Hess Corp Com |
No change
315
|
$48,195,000 | 0.02% |
| ServiceNow Inc |
6.17%
86
|
$48,071,000 | 0.02% |
| Constellation Energy Corp Com |
2.82%
437
|
$47,668,000 | 0.02% |
| Schwab Charles Corp Com |
5.52%
856
|
$46,994,000 | 0.02% |
| Invesco S&p 500 High Dividend Low Volatility Etf |
No change
1,178
|
$46,166,000 | 0.02% |
| Capital One Finl Corp Com |
8.30%
475
|
$46,099,000 | 0.02% |
| Marathon Pete Corp Com |
8.57%
304
|
$46,007,000 | 0.02% |
| S&P Global Inc |
38.89%
125
|
$45,676,000 | 0.02% |
| Cummins Inc. |
2.48%
197
|
$45,007,000 | 0.02% |
| Welltower Inc. |
4.00%
546
|
$44,728,000 | 0.02% |
| Totalenergies Se Sponsored Ads |
No change
671
|
$44,125,000 | 0.02% |
| Carrier Global Corporation Com |
No change
787
|
$43,442,000 | 0.02% |
| Ford Mtr Co Del Com |
7.34%
3,496
|
$43,420,000 | 0.02% |
| Ishares Ibonds Dec 2025 Term Treasury Etf |
9.35%
1,880
|
$43,390,000 | 0.02% |
| Schwab Short-term Us Treasury Etf |
No change
900
|
$43,101,000 | 0.02% |
| American Tower Corp New Com |
18.02%
262
|
$43,086,000 | 0.02% |
| iShares iBonds Dec 2026 Term Treasury ETF |
9.33%
1,914
|
$43,008,000 | 0.02% |
| Toyota Motor Corp Ads |
No change
236
|
$42,421,000 | 0.02% |
| Tractor Supply Co Com |
No change
208
|
$42,234,000 | 0.02% |
| Vanguard Small-cap Growth Etf |
1.02%
194
|
$41,551,000 | 0.02% |
| INVESCO NASDAQ NEXT GEN 100 ETF |
5.14%
1,681
|
$41,428,000 | 0.02% |
| Trane Technologies Plc Shs |
No change
202
|
$40,988,000 | 0.02% |
| Autozone Inc. |
11.11%
16
|
$40,640,000 | 0.02% |
| Invesco BulletShares 2023 High Yield Corporate Bond ETF |
No change
1,729
|
$40,640,000 | 0.02% |
| Intuitive Surgical Inc Com New |
No change
139
|
$40,628,000 | 0.02% |
| L3Harris Technologies Inc |
6.94%
231
|
$40,222,000 | 0.02% |
| Aon Plc Shs Cl A |
10.71%
124
|
$40,203,000 | 0.02% |
| Booking Holdings Inc |
44.44%
13
|
$40,091,000 | 0.02% |
| Pacer Swan Sos Flex (january) Etf |
No change
1,512
|
$40,036,000 | 0.02% |
| Emerson Elec Co Com |
10.75%
412
|
$39,787,000 | 0.02% |
| Hartford Finl Svcs Group Inc Com |
9.66%
556
|
$39,426,000 | 0.02% |
| Regeneron Pharmaceuticals Com |
38.24%
47
|
$38,679,000 | 0.02% |
| Ishares Ibonds Dec 2024 Term Corporate Etf |
Opened
1,557
|
$38,505,000 | 0.02% |
| Albemarle Corp Com |
3.00%
226
|
$38,429,000 | 0.02% |
| Fidelity Msci Health Care Index Etf |
No change
630
|
$38,165,000 | 0.02% |
| T-Mobile US, Inc. |
2.88%
270
|
$37,814,000 | 0.02% |
| Brookfield Renewable Corp Cl A Sub Vtg |
No change
1,570
|
$37,586,000 | 0.02% |
| Edwards Lifesciences Corp Com |
14.11%
542
|
$37,550,000 | 0.02% |
| Us Bancorp Del Com New |
1.83%
1,124
|
$37,159,000 | 0.02% |
| Marsh & McLennan Cos., Inc. |
9.55%
195
|
$37,109,000 | 0.02% |
| Otis Worldwide Corp Com |
7.44%
462
|
$37,103,000 | 0.02% |
| Invesco BulletShares 2028 Corporate Bond ETF |
No change
1,905
|
$36,890,000 | 0.02% |
| Entergy Corp New Com |
11.31%
374
|
$34,595,000 | 0.02% |
| Ishares Ibonds Dec 2028 Term Corporate Etf |
Opened
1,426
|
$34,267,000 | 0.02% |
| CME Group Inc |
16.33%
171
|
$34,238,000 | 0.02% |
| Ishares S&p Mid-cap 400 Growth Etf |
No change
472
|
$34,097,000 | 0.02% |
| Synopsys, Inc. |
13.85%
74
|
$33,964,000 | 0.02% |
| Corteva Inc |
14.51%
663
|
$33,919,000 | 0.02% |
| AT&T, Inc. |
43.07%
2,239
|
$33,630,000 | 0.02% |
| Boston Scientific Corp Com |
14.96%
630
|
$33,264,000 | 0.02% |
| Global X Lithium & Battery Tech Etf |
No change
600
|
$33,102,000 | 0.02% |
| Elevance Health Inc Com |
17.39%
76
|
$33,092,000 | 0.02% |
| Becton Dickinson & Co Com |
19.63%
128
|
$33,092,000 | 0.02% |
| Vertex Pharmaceuticals, Inc. |
18.99%
94
|
$32,688,000 | 0.02% |
| Microchip Technology Inc. Com |
14.92%
416
|
$32,469,000 | 0.02% |
| Citigroup Inc Com New |
13.33%
782
|
$32,164,000 | 0.02% |
| Extra Space Storage Inc. |
13.42%
262
|
$31,854,000 | 0.02% |
| Mckesson Corp Com |
8.75%
73
|
$31,744,000 | 0.02% |
| Smucker J M Co Com New |
No change
258
|
$31,711,000 | 0.02% |
| Campbell Soup Co Com |
10.69%
766
|
$31,467,000 | 0.02% |
| Analog Devices Inc. |
26.24%
178
|
$31,166,000 | 0.02% |
| Halliburton Co Com |
20.22%
767
|
$31,064,000 | 0.02% |
| American Elec Pwr Co Inc Com |
12.04%
402
|
$30,238,000 | 0.01% |
| Stmicroelectronics N V Ny Registry |
No change
700
|
$30,212,000 | 0.01% |
| Ingersoll Rand Inc. |
0.21%
472
|
$30,076,000 | 0.01% |
| Wp Carey Inc Com |
6.17%
551
|
$29,798,000 | 0.01% |
| Valero Energy Corp Com |
5.00%
210
|
$29,759,000 | 0.01% |
| WEC Energy Group Inc |
8.68%
363
|
$29,240,000 | 0.01% |
| Ecolab, Inc. |
4.24%
172
|
$29,137,000 | 0.01% |
| Rio Tinto Plc Sponsored Adr |
No change
454
|
$28,893,000 | 0.01% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
No change
332
|
$28,851,000 | 0.01% |
| Diamondback Energy Inc |
16.98%
186
|
$28,808,000 | 0.01% |
| Ing Groep N.v. Sponsored Adr |
No change
2,185
|
$28,798,000 | 0.01% |
| Crown Castle Inc |
22.03%
308
|
$28,345,000 | 0.01% |
| Illinois Tool Wks Inc Com |
13.89%
123
|
$28,328,000 | 0.01% |
| Progressive Corp Com |
27.08%
202
|
$28,139,000 | 0.01% |
| Baxter Intl Inc Com |
4.65%
743
|
$28,041,000 | 0.01% |
| Bhp Group Ltd Sponsored Ads |
No change
492
|
$27,985,000 | 0.01% |
| American Intl Group Inc Com New |
2.22%
461
|
$27,937,000 | 0.01% |
| Cintas Corp Com |
13.73%
58
|
$27,899,000 | 0.01% |
| Genuine Parts Co Com |
16.97%
193
|
$27,897,000 | 0.01% |
| Ishares Preferred & Income Securities Etf |
No change
922
|
$27,798,000 | 0.01% |
| Paccar Inc. |
9.43%
325
|
$27,632,000 | 0.01% |
| Williams Cos Inc |
16.67%
819
|
$27,592,000 | 0.01% |
| Carnival Corp Common Stock |
No change
2,005
|
$27,509,000 | 0.01% |
| Sun Life Financial Inc. Com |
No change
552
|
$26,938,000 | 0.01% |
| Devon Energy Corp New Com |
10.65%
562
|
$26,807,000 | 0.01% |
| Idexx Labs Inc Com |
7.02%
61
|
$26,673,000 | 0.01% |
| Vanguard Large-cap Etf |
No change
136
|
$26,614,000 | 0.01% |
| Royal Caribbean Group Com |
9.62%
285
|
$26,260,000 | 0.01% |
| Marriott Intl Inc New Cl A |
16.81%
132
|
$25,946,000 | 0.01% |
| Paypal Hldgs Inc Com |
115.05%
443
|
$25,898,000 | 0.01% |
| Regions Financial Corp New Com |
3.38%
1,500
|
$25,800,000 | 0.01% |
| Ameriprise Finl Inc Com |
8.33%
78
|
$25,715,000 | 0.01% |
| Wells Fargo Co New Com |
7.66%
627
|
$25,619,000 | 0.01% |
| Oreilly Automotive Inc Com |
40.00%
28
|
$25,448,000 | 0.01% |
| Spdr Portfolio S&p 1500 Composite Stock Market Etf |
No change
480
|
$25,195,000 | 0.01% |
| Stag Indl Inc Com |
No change
730
|
$25,192,000 | 0.01% |
| Digital Rlty Tr Inc Com |
2.37%
206
|
$24,930,000 | 0.01% |
| United Rentals, Inc. |
14.29%
56
|
$24,896,000 | 0.01% |
| Autodesk Inc. |
30.43%
120
|
$24,829,000 | 0.01% |
| Principal Financial Group Inc |
32.94%
344
|
$24,792,000 | 0.01% |
| Motorola Solutions Inc Com New |
12.50%
90
|
$24,502,000 | 0.01% |
| Marvell Technology Inc |
No change
450
|
$24,377,000 | 0.01% |
| Mid-amer Apt Cmntys Inc Com |
4.57%
188
|
$24,186,000 | 0.01% |
| Ishares U.s. Basic Materials Etf |
No change
190
|
$24,001,000 | 0.01% |
| Johnson Ctls Intl Plc Shs |
7.14%
450
|
$23,945,000 | 0.01% |
| Ishares U.s. Industrials Etf |
No change
237
|
$23,911,000 | 0.01% |
| Archer Daniels Midland Co Com |
17.91%
316
|
$23,833,000 | 0.01% |
| Gilead Sciences, Inc. |
13.59%
318
|
$23,831,000 | 0.01% |
| Agilent Technologies Inc. |
13.90%
213
|
$23,818,000 | 0.01% |
| Travelers Companies Inc. |
10.16%
141
|
$23,027,000 | 0.01% |
| Allstate Corp Com |
9.01%
202
|
$22,505,000 | 0.01% |
| Cadence Design System Inc Com |
37.14%
96
|
$22,493,000 | 0.01% |
| Banco Santander S.a. Adr |
No change
5,930
|
$22,297,000 | 0.01% |
| Invesco Raymond James Sb-1 Equity Etf |
No change
400
|
$22,293,000 | 0.01% |
| HCA Healthcare Inc |
34.33%
90
|
$22,138,000 | 0.01% |
| Chubb Limited Com |
103.85%
106
|
$22,067,000 | 0.01% |
| Ishares Biotechnology Etf |
No change
180
|
$22,012,000 | 0.01% |
| Anheuser Busch Inbev Sa/nv Sponsored Adr |
No change
398
|
$22,009,000 | 0.01% |
| Bp Plc Sponsored Adr |
No change
559
|
$21,644,000 | 0.01% |
| Occidental Pete Corp Com |
No change
330
|
$21,410,000 | 0.01% |
| iShares MSCI Europe Financials ETF |
No change
1,132
|
$21,406,000 | 0.01% |
| Nxp Semiconductors N V Com |
38.96%
107
|
$21,391,000 | 0.01% |
| Banco Bilbao Vizcaya Argentari Sponsored Adr |
No change
2,639
|
$21,244,000 | 0.01% |
| Financial Select Sector Spdr Fund |
No change
639
|
$21,196,000 | 0.01% |
| Eaton Corp Plc Shs |
No change
99
|
$21,115,000 | 0.01% |
| Equinix Inc |
11.54%
29
|
$21,062,000 | 0.01% |
| Xcel Energy Inc. |
28.00%
352
|
$20,141,000 | 0.01% |
| Enphase Energy Inc |
19.29%
167
|
$20,065,000 | 0.01% |
| Vulcan Matls Co Com |
No change
99
|
$20,000,000 | 0.01% |
| Pulte Group Inc Com |
16.89%
263
|
$19,475,000 | 0.01% |
| Moderna Inc |
22.22%
187
|
$19,315,000 | 0.01% |
| Teradyne, Inc. |
23.23%
191
|
$19,188,000 | 0.01% |
| Constellation Brands, Inc. |
13.64%
75
|
$18,850,000 | 0.01% |
| Dexcom Inc |
7.45%
202
|
$18,847,000 | 0.01% |
| Mettler Toledo International Com |
41.67%
17
|
$18,837,000 | 0.01% |
| Activision Blizzard Inc |
22.22%
198
|
$18,553,000 | 0.01% |
| Public Svc Enterprise Grp Inc Com |
57.00%
325
|
$18,496,000 | 0.01% |
| Charter Communications Inc. |
13.51%
42
|
$18,472,000 | 0.01% |
| Arista Networks Inc |
36.99%
100
|
$18,393,000 | 0.01% |
| Energy Select Sector Spdr Fund |
No change
200
|
$18,078,000 | 0.01% |
| Lauder Estee Cos Inc Cl A |
64.00%
123
|
$17,780,000 | 0.01% |
| Leidos Holdings Inc |
17.11%
189
|
$17,418,000 | 0.01% |
| Bank New York Mellon Corp Com |
16.29%
407
|
$17,359,000 | 0.01% |
| Air Prods & Chems Inc Com |
14.08%
61
|
$17,287,000 | 0.01% |
| Cencora Inc. |
14.46%
95
|
$17,097,000 | 0.01% |
| Moodys Corp Com |
38.46%
54
|
$17,073,000 | 0.01% |
| Avery Dennison Corp Com |
9.41%
93
|
$16,988,000 | 0.01% |
| Simon Ppty Group Inc New Com |
7.59%
156
|
$16,853,000 | 0.01% |
| Energy Transfer L P Com Ut Ltd Ptn |
2.39%
1,201
|
$16,851,000 | 0.01% |
| Vanguard Mid-cap Growth Etf |
3.41%
85
|
$16,555,000 | 0.01% |
| Chipotle Mexican Grill |
50.00%
9
|
$16,486,000 | 0.01% |
| Roper Technologies Inc |
21.43%
34
|
$16,466,000 | 0.01% |
| Kroger Co Com |
10.57%
366
|
$16,379,000 | 0.01% |
| Spdr Portfolio S&p 400 Mid Cap Etf |
No change
372
|
$16,290,000 | 0.01% |
| Verisk Analytics Inc |
15.25%
68
|
$16,064,000 | 0.01% |
| Te Connectivity Ltd Shs |
16.07%
130
|
$16,059,000 | 0.01% |
| Vanguard Growth Etf |
3.51%
59
|
$16,020,000 | 0.01% |
| Global Pmts Inc Com |
34.31%
137
|
$15,808,000 | 0.01% |
| Masco Corp Com |
13.08%
294
|
$15,714,000 | 0.01% |
| First Solar Inc |
6.59%
97
|
$15,674,000 | 0.01% |
| Cognizant Technology Solutions Corp. |
11.59%
231
|
$15,648,000 | 0.01% |
| Sempra Com |
74.24%
230
|
$15,647,000 | 0.01% |
| SBA Communications Corp |
358.82%
78
|
$15,613,000 | 0.01% |
| Old Dominion Freight Line, Inc. |
26.67%
38
|
$15,547,000 | 0.01% |
| Vanguard Dividend Appreciation Etf |
No change
100
|
$15,538,000 | 0.01% |
| Ishares U.s. Utilities Etf |
No change
208
|
$15,305,000 | 0.01% |
| Brown & Brown, Inc. |
14.06%
219
|
$15,295,000 | 0.01% |
| Pnc Finl Svcs Group Inc Com |
20.79%
122
|
$14,978,000 | 0.01% |
| Eog Res Inc Com |
No change
118
|
$14,958,000 | 0.01% |
| D.R. Horton Inc. |
No change
139
|
$14,938,000 | 0.01% |
| Dover Corp Com |
No change
106
|
$14,788,000 | 0.01% |
| Celsius Hldgs Inc Com New |
4.44%
86
|
$14,758,000 | 0.01% |
| Weyerhaeuser Co Mtn Be Com New |
15.46%
478
|
$14,655,000 | 0.01% |
| Intercontinental Exchange Inc |
9.02%
133
|
$14,633,000 | 0.01% |
| Verisign Inc. |
2.70%
72
|
$14,582,000 | 0.01% |
| Expeditors Intl Wash Inc Com |
86.76%
127
|
$14,558,000 | 0.01% |
| Vaneck Semiconductor Etf |
No change
100
|
$14,498,000 | 0.01% |
| Mccormick & Co Inc Com Non Vtg |
14.37%
191
|
$14,447,000 | 0.01% |
| Watsco, Inc. |
No change
38
|
$14,353,000 | 0.01% |
| Hilton Worldwide Hldgs Inc Com |
61.02%
95
|
$14,267,000 | 0.01% |
| Walgreens Boots Alliance Inc |
65.81%
636
|
$14,145,000 | 0.01% |
| Organon & Co Common Stock |
19.26%
811
|
$14,079,000 | 0.01% |
| Rockwell Automation Inc |
32.43%
49
|
$14,008,000 | 0.01% |
| Fidelity Natl Information Svcs Com |
27.78%
253
|
$13,983,000 | 0.01% |
| Iqvia Hldgs Inc Com |
16.39%
71
|
$13,969,000 | 0.01% |
| Ge Healthcare Technologies Inc Common Stock |
28.66%
202
|
$13,744,000 | 0.01% |
| Sony Group Corp Sponsored Adr |
No change
165
|
$13,598,000 | 0.01% |
| Shake Shack Inc |
No change
234
|
$13,588,000 | 0.01% |
| John Bean Technologies Corp Com |
1.53%
129
|
$13,563,000 | 0.01% |
| Kinder Morgan Inc Del Com |
118.72%
818
|
$13,562,000 | 0.01% |
| Idex Corp Com |
16.07%
65
|
$13,521,000 | 0.01% |
| Textron Inc. |
No change
173
|
$13,518,000 | 0.01% |
| Fortinet Inc |
14.00%
228
|
$13,379,000 | 0.01% |
| Centene Corp Del Com |
56.45%
194
|
$13,363,000 | 0.01% |
| DuPont de Nemours Inc |
19.46%
178
|
$13,277,000 | 0.01% |
| Suncor Energy Inc New Com |
No change
381
|
$13,099,000 | 0.01% |
| Enterprise Prods Partners L P Com |
1.71%
475
|
$13,008,000 | 0.01% |
| Delta Air Lines Inc Del Com New |
39.66%
350
|
$12,950,000 | 0.01% |
| Nucor Corp Com |
17.14%
82
|
$12,821,000 | 0.01% |
| American Coastal Ins Corp Com |
0.29%
1,732
|
$12,748,000 | 0.01% |
| Church & Dwight Co., Inc. |
17.80%
139
|
$12,737,000 | 0.01% |
| Discover Finl Svcs Com |
35.96%
146
|
$12,648,000 | 0.01% |
| Ishares S&p 500 Value Etf |
No change
82
|
$12,558,000 | 0.01% |
| Garmin Ltd Shs |
11.21%
119
|
$12,519,000 | 0.01% |
| Ishares Ibonds Dec 2027 Term Corporate Etf |
Opened
536
|
$12,403,000 | 0.01% |
| Steel Dynamics Inc. |
52.00%
114
|
$12,223,000 | 0.01% |
| Yum Brands Inc. |
22.78%
97
|
$12,119,000 | 0.01% |
| Edison Intl Com |
9.14%
191
|
$12,088,000 | 0.01% |
| Jacobs Solutions Inc |
54.39%
88
|
$12,012,000 | 0.01% |
| Ebay Inc. Com |
76.62%
272
|
$11,992,000 | 0.01% |
| Oneok Inc New Com |
21.15%
189
|
$11,988,000 | 0.01% |
| Cooper Cos Inc Com New |
48.00%
37
|
$11,766,000 | 0.01% |
| Palantir Technologies Inc. |
No change
725
|
$11,600,000 | 0.01% |
| Coterra Energy Inc |
No change
424
|
$11,469,000 | 0.01% |
| Canadian Pacific Kansas City Com |
13.14%
152
|
$11,310,000 | 0.01% |
| AMKOR Technology Inc. |
No change
500
|
$11,300,000 | 0.01% |
| Waters Corp Com |
13.89%
41
|
$11,243,000 | 0.01% |
| Zions Bancorporation N A Com |
12.68%
320
|
$11,165,000 | 0.01% |
| Gartner, Inc. |
14.29%
32
|
$10,996,000 | 0.01% |
| Align Technology, Inc. |
No change
36
|
$10,992,000 | 0.01% |
| Copart, Inc. |
235.53%
255
|
$10,988,000 | 0.01% |
| Transdigm Group Incorporated |
30.00%
13
|
$10,961,000 | 0.01% |
| Boston Properties, Inc. |
7.06%
182
|
$10,825,000 | 0.01% |
| Dte Energy Co Com |
0.93%
109
|
$10,822,000 | 0.01% |
| Insperity Inc |
No change
110
|
$10,736,000 | 0.01% |
| Royal Gold, Inc. |
No change
100
|
$10,633,000 | 0.01% |
| Innovator Growth-100 Power Buffer Etf - January |
No change
260
|
$10,550,000 | 0.01% |
| Republic Svcs Inc Com |
25.42%
74
|
$10,546,000 | 0.01% |
| Monster Beverage Corp New Com |
27.27%
196
|
$10,378,000 | 0.01% |
| Industrial Select Sector Spdr Fund |
No change
101
|
$10,239,000 | 0.01% |
| Vanguard Total Bond Market Etf |
1.38%
147
|
$10,224,000 | 0.01% |
| Avalonbay Cmntys Inc Com |
40.48%
59
|
$10,133,000 | 0.00% |
| Invesco BulletShares 2025 High Yield Corporate Bond ETF |
No change
449
|
$10,094,000 | 0.00% |
| Nrg Energy Inc Com New |
12.99%
261
|
$10,054,000 | 0.00% |
| Lyondellbasell Industries N V Shs - A - |
24.71%
106
|
$10,038,000 | 0.00% |
| Hess Midstream Lp Cl A Shs |
1.78%
344
|
$10,033,000 | 0.00% |
| M & T Bk Corp Com |
33.90%
79
|
$9,990,000 | 0.00% |
| United Airls Hldgs Inc Com |
17.41%
236
|
$9,983,000 | 0.00% |
| Kraft Heinz Co Com |
53.65%
295
|
$9,924,000 | 0.00% |
| Ball Corp Com |
3.86%
199
|
$9,906,000 | 0.00% |
| Ishares Core Dividend Growth Etf |
No change
200
|
$9,906,000 | 0.00% |
| Omnicom Group, Inc. |
25.00%
132
|
$9,831,000 | 0.00% |
| C H Robinson Worldwide Inc Com New |
23.91%
114
|
$9,819,000 | 0.00% |
| MSCI Inc |
58.33%
19
|
$9,749,000 | 0.00% |
| HP Inc |
51.35%
379
|
$9,740,000 | 0.00% |
| Nasdaq Inc |
185.71%
200
|
$9,718,000 | 0.00% |
| Newmont Corp Com |
12.50%
261
|
$9,644,000 | 0.00% |
| Alliant Energy Corp Com |
77.68%
199
|
$9,642,000 | 0.00% |
| Keycorp Com |
15.88%
895
|
$9,630,000 | 0.00% |
| Ameren Corp Com |
7.91%
128
|
$9,578,000 | 0.00% |
| Ppg Inds Inc Com |
114.71%
73
|
$9,475,000 | 0.00% |
| Schwab Us Aggregate Bond Etf |
No change
214
|
$9,465,000 | 0.00% |
| Popular Inc Com New |
No change
150
|
$9,452,000 | 0.00% |
| Block Inc |
15.45%
208
|
$9,206,000 | 0.00% |
| Kla Corp Com New |
No change
20
|
$9,173,000 | 0.00% |
| State Str Corp Com |
5.47%
135
|
$9,040,000 | 0.00% |
| American Airls Group Inc Com |
No change
700
|
$8,967,000 | 0.00% |
| Public Storage Com |
27.66%
34
|
$8,960,000 | 0.00% |
| Nelnet Inc |
No change
100
|
$8,932,000 | 0.00% |
| Crossamerica Partners Lp Ut Ltd Ptn Int |
No change
409
|
$8,871,000 | 0.00% |
| Ametek Inc |
106.90%
60
|
$8,866,000 | 0.00% |
| International Flavors&fragranc Com |
2,066.67%
130
|
$8,862,000 | 0.00% |
| Hershey Co Com |
34.33%
44
|
$8,804,000 | 0.00% |
| Willis Towers Watson Plc Ltd Shs |
366.67%
42
|
$8,776,000 | 0.00% |
| General Mtrs Co Com |
68.35%
266
|
$8,770,000 | 0.00% |
| Ishares Russell Top 200 Growth Etf |
No change
57
|
$8,768,000 | 0.00% |
| Unum Group Com |
12.32%
178
|
$8,756,000 | 0.00% |
| Fastenal Co Com |
116.22%
160
|
$8,742,000 | 0.00% |
| Cbre Group Inc Cl A |
7.27%
118
|
$8,715,000 | 0.00% |
| No transactions found in first 500 rows out of 893 | |||
| Showing first 500 out of 893 holdings | |||
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