Resonant Capital Advisors

Resonant Capital Advisors as of March 31, 2024

Portfolio Holdings for Resonant Capital Advisors

Resonant Capital Advisors holds 342 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.7 $67M 128k 525.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 5.5 $64M 639k 100.71
Etf Ser Solutions Distillate Us (DSTL) 3.8 $44M 822k 53.91
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $42M 232k 182.61
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.2 $37M 729k 50.74
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $36M 584k 60.74
Ishares U S Etf Tr Blackrock Short (MEAR) 3.0 $35M 693k 50.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.9 $34M 441k 77.31
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.9 $34M 684k 49.05
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.2 $25M 376k 67.39
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $24M 220k 110.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $24M 46k 524.66
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.9 $23M 396k 57.03
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.5 $18M 501k 35.61
Ishares Tr Core Msci Eafe (IEFA) 1.5 $18M 237k 74.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $17M 330k 50.60
Select Sector Spdr Tr Energy (XLE) 1.4 $16M 173k 94.41
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.3 $16M 136k 115.10
Microsoft Corporation (MSFT) 1.2 $14M 34k 420.73
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 1.1 $13M 191k 69.96
Apple (AAPL) 1.1 $13M 75k 171.48
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $12M 148k 81.53
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 1.0 $12M 417k 27.76
Ishares Core Msci Emkt (IEMG) 1.0 $12M 222k 51.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $11M 233k 48.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $11M 23k 480.70
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $11M 216k 50.45
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.9 $11M 130k 82.97
Ishares Tr Blackrock Ultra (ICSH) 0.9 $10M 200k 50.56
Ishares Tr National Mun Etf (MUB) 0.8 $9.9M 92k 107.60
Ishares Gold Tr Ishares New (IAU) 0.8 $9.7M 231k 42.01
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.8 $9.3M 470k 19.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $8.8M 21k 420.52
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $8.6M 179k 48.09
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $8.1M 155k 52.16
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.6 $7.3M 189k 38.47
Alphabet Cap Stk Cl C (GOOG) 0.6 $7.2M 47k 152.26
Amazon (AMZN) 0.6 $7.1M 40k 180.47
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.6 $7.0M 74k 93.73
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.6 $6.9M 64k 108.23
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $6.6M 114k 57.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $6.1M 51k 120.99
JPMorgan Chase & Co. (JPM) 0.5 $5.9M 29k 200.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $5.7M 111k 51.28
Ishares Tr Core Msci Intl (IDEV) 0.5 $5.7M 84k 67.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $5.4M 9.8k 557.42
NVIDIA Corporation (NVDA) 0.5 $5.3M 5.9k 903.56
Visa Com Cl A (V) 0.4 $5.2M 19k 279.08
Exxon Mobil Corporation (XOM) 0.4 $5.2M 45k 116.21
Progressive Corporation (PGR) 0.4 $5.2M 25k 206.82
Chevron Corporation (CVX) 0.4 $5.1M 33k 157.74
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $4.8M 81k 58.55
Qualcomm (QCOM) 0.4 $4.6M 27k 169.30
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $4.6M 86k 53.34
McKesson Corporation (MCK) 0.4 $4.6M 8.5k 537.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $4.3M 17k 259.90
Accenture Plc Ireland Shs Class A (ACN) 0.4 $4.2M 12k 346.61
AutoZone (AZO) 0.4 $4.2M 1.3k 3151.65
Eli Lilly & Co. (LLY) 0.4 $4.2M 5.4k 777.96
Johnson & Johnson (JNJ) 0.4 $4.2M 26k 158.20
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.4 $4.1M 197k 20.97
Marathon Petroleum Corp (MPC) 0.4 $4.1M 20k 201.50
Costco Wholesale Corporation (COST) 0.3 $4.0M 5.5k 732.63
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $4.0M 93k 43.04
Meta Platforms Cl A (META) 0.3 $3.9M 8.1k 485.58
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $3.9M 76k 50.74
American Express Company (AXP) 0.3 $3.8M 17k 227.69
Analog Devices (ADI) 0.3 $3.7M 19k 197.79
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $3.7M 186k 19.77
Broadcom (AVGO) 0.3 $3.6M 2.7k 1325.41
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.6M 24k 150.93
Oracle Corporation (ORCL) 0.3 $3.5M 28k 125.61
Pepsi (PEP) 0.3 $3.5M 20k 176.05
Procter & Gamble Company (PG) 0.3 $3.5M 22k 162.25
CVS Caremark Corporation (CVS) 0.3 $3.3M 42k 79.76
Amgen (AMGN) 0.3 $3.3M 12k 284.32
Automatic Data Processing (ADP) 0.3 $3.3M 13k 250.98
Danaher Corporation (DHR) 0.3 $3.3M 13k 249.99
Stryker Corporation (SYK) 0.3 $3.3M 9.1k 358.67
Walt Disney Company (DIS) 0.3 $3.2M 27k 122.36
McDonald's Corporation (MCD) 0.3 $3.2M 11k 281.95
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $3.1M 36k 88.42
Us Bancorp Del Com New (USB) 0.3 $3.1M 68k 45.19
Kroger (KR) 0.3 $3.0M 53k 57.13
Cisco Systems (CSCO) 0.3 $2.9M 59k 49.91
Lowe's Companies (LOW) 0.2 $2.9M 11k 254.73
Pfizer (PFE) 0.2 $2.8M 102k 27.75
PNC Financial Services (PNC) 0.2 $2.7M 17k 161.60
Bristol Myers Squibb (BMY) 0.2 $2.7M 49k 54.23
eBay (EBAY) 0.2 $2.6M 50k 52.78
Medtronic SHS (MDT) 0.2 $2.6M 30k 87.67
EOG Resources (EOG) 0.2 $2.6M 20k 127.84
Dollar General (DG) 0.2 $2.5M 16k 156.06
Abbvie (ABBV) 0.2 $2.4M 13k 182.10
Charles Schwab Corporation (SCHW) 0.2 $2.3M 32k 72.34
Mastercard Incorporated Cl A (MA) 0.2 $2.3M 4.8k 481.57
Becton, Dickinson and (BDX) 0.2 $2.3M 9.3k 247.45
Devon Energy Corporation (DVN) 0.2 $2.2M 44k 50.18
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.2M 26k 84.09
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $2.1M 90k 23.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.1M 18k 115.81
S&p Global (SPGI) 0.2 $2.1M 4.9k 425.45
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.2 $2.1M 85k 24.34
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $2.1M 43k 47.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $2.0M 33k 62.34
Home Depot (HD) 0.2 $2.0M 5.3k 383.60
Paypal Holdings (PYPL) 0.2 $2.0M 30k 66.99
Starbucks Corporation (SBUX) 0.2 $2.0M 22k 91.39
Electronic Arts (EA) 0.2 $1.9M 15k 132.67
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.9M 53k 36.19
CSX Corporation (CSX) 0.2 $1.9M 51k 37.07
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.2 $1.9M 28k 66.26
Palo Alto Networks (PANW) 0.2 $1.8M 6.5k 284.13
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.2 $1.8M 74k 24.78
Northern Trust Corporation (NTRS) 0.2 $1.8M 20k 89.61
Smucker J M Com New (SJM) 0.2 $1.8M 14k 125.87
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.8M 22k 79.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.8M 4.0k 444.58
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.8M 29k 61.53
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $1.7M 69k 23.94
United Parcel Service CL B (UPS) 0.1 $1.5M 10k 148.63
Abbott Laboratories (ABT) 0.1 $1.5M 13k 113.66
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $1.5M 38k 38.06
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $1.4M 37k 39.28
Adobe Systems Incorporated (ADBE) 0.1 $1.4M 2.9k 504.60
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.4M 31k 45.61
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.4M 13k 109.17
Texas Instruments Incorporated (TXN) 0.1 $1.3M 7.6k 174.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.3M 3.3k 398.69
Copart (CPRT) 0.1 $1.2M 22k 57.92
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $1.2M 54k 21.24
Netflix (NFLX) 0.1 $1.2M 1.9k 607.33
Intellia Therapeutics (NTLA) 0.1 $1.1M 42k 27.51
Comcast Corp Cl A (CMCSA) 0.1 $1.1M 25k 43.35
W.R. Berkley Corporation (WRB) 0.1 $1.1M 12k 88.44
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.0M 9.1k 114.96
Boeing Company (BA) 0.1 $1.0M 5.4k 192.99
Merck & Co (MRK) 0.1 $1.0M 7.8k 132.71
Fastenal Company (FAST) 0.1 $1.0M 13k 77.14
Cdw (CDW) 0.1 $1.0M 4.0k 255.78
UnitedHealth (UNH) 0.1 $1.0M 2.0k 494.70
Docusign (DOCU) 0.1 $1.0M 17k 59.55
Amphenol Corp Cl A (APH) 0.1 $999k 8.6k 115.56
EQT Corporation (EQT) 0.1 $989k 27k 37.07
Advanced Micro Devices (AMD) 0.1 $981k 5.4k 180.49
Gartner (IT) 0.1 $981k 2.1k 476.67
salesforce (CRM) 0.1 $973k 3.2k 301.58
Robert Half International (RHI) 0.1 $958k 12k 79.28
Thermo Fisher Scientific (TMO) 0.1 $955k 1.6k 581.59
Caribou Biosciences (CRBU) 0.1 $947k 184k 5.14
Crane Company Common Stock (CR) 0.1 $932k 6.9k 135.13
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $932k 36k 25.62
Linde SHS (LIN) 0.1 $930k 2.0k 464.32
Cardinal Health (CAH) 0.1 $910k 8.1k 112.40
Markel Corporation (MKL) 0.1 $908k 597.00 1521.48
Raytheon Technologies Corp (RTX) 0.1 $894k 9.2k 97.53
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $892k 6.0k 148.44
Expeditors International of Washington (EXPD) 0.1 $889k 7.3k 121.57
O'reilly Automotive (ORLY) 0.1 $882k 781.00 1128.88
Tesla Motors (TSLA) 0.1 $879k 5.0k 175.79
Ishares Tr Select Divid Etf (DVY) 0.1 $862k 7.0k 123.18
Brown & Brown (BRO) 0.1 $849k 9.7k 87.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $818k 2.4k 337.05
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $806k 40k 20.43
Reinsurance Grp Of America I Com New (RGA) 0.1 $797k 4.1k 192.88
Lam Research Corporation (LRCX) 0.1 $767k 788.00 973.32
Novo-nordisk A S Adr (NVO) 0.1 $764k 5.9k 129.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $748k 1.4k 522.88
Te Connectivity SHS (TEL) 0.1 $744k 5.1k 145.24
Microchip Technology (MCHP) 0.1 $734k 8.2k 89.71
American Financial (AFG) 0.1 $699k 5.1k 136.48
Ross Stores (ROST) 0.1 $696k 4.7k 146.76
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $667k 3.1k 218.46
Rli (RLI) 0.1 $659k 4.4k 148.47
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $657k 10k 65.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $652k 13k 50.17
Vanguard World Energy Etf (VDE) 0.1 $637k 4.8k 131.70
Floor & Decor Hldgs Cl A (FND) 0.1 $620k 4.8k 129.62
Universal Hlth Svcs CL B (UHS) 0.1 $611k 3.3k 182.46
Dollar Tree (DLTR) 0.1 $610k 4.6k 133.15
Intuitive Surgical Com New (ISRG) 0.1 $599k 1.5k 399.09
General Electric Com New (GE) 0.1 $595k 3.4k 175.54
Caterpillar (CAT) 0.1 $587k 1.6k 366.43
Hf Sinclair Corp (DINO) 0.1 $586k 9.7k 60.37
BlackRock (BLK) 0.0 $565k 678.00 833.70
Carrier Global Corporation (CARR) 0.0 $565k 9.7k 58.13
Mondelez Intl Cl A (MDLZ) 0.0 $564k 8.0k 70.43
Booking Holdings (BKNG) 0.0 $562k 155.00 3627.88
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $554k 14k 41.08
Eaton Corp SHS (ETN) 0.0 $550k 1.8k 312.68
Wal-Mart Stores (WMT) 0.0 $548k 9.1k 60.38
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $548k 22k 24.81
Verizon Communications (VZ) 0.0 $546k 13k 41.96
Sprouts Fmrs Mkt (SFM) 0.0 $544k 8.4k 64.48
Zimmer Holdings (ZBH) 0.0 $537k 4.1k 132.22
Arch Cap Group Ord (ACGL) 0.0 $536k 5.8k 92.44
Omni (OMC) 0.0 $532k 5.5k 97.44
Bank of America Corporation (BAC) 0.0 $530k 14k 37.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $514k 6.7k 76.19
Taylor Morrison Hom (TMHC) 0.0 $511k 8.2k 62.17
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $508k 6.2k 81.78
Williams-Sonoma (WSM) 0.0 $490k 1.5k 317.53
Ishares Msci Pac Jp Etf (EPP) 0.0 $471k 11k 42.81
Morgan Stanley Com New (MS) 0.0 $461k 4.9k 94.16
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $458k 18k 24.91
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $457k 19k 23.80
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $457k 19k 23.85
International Business Machines (IBM) 0.0 $455k 2.4k 190.96
Asml Holding N V N Y Registry Shs (ASML) 0.0 $453k 467.00 970.47
Intel Corporation (INTC) 0.0 $452k 10k 44.17
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $447k 4.3k 103.79
CarMax (KMX) 0.0 $440k 5.1k 87.11
Steel Dynamics (STLD) 0.0 $438k 2.9k 148.68
Lennar Corp Cl A (LEN) 0.0 $432k 2.5k 171.98
Union Pacific Corporation (UNP) 0.0 $426k 1.7k 245.93
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $425k 3.1k 136.60
Elanco Animal Health (ELAN) 0.0 $424k 26k 16.28
Regions Financial Corporation (RF) 0.0 $408k 19k 21.27
Philip Morris International (PM) 0.0 $406k 4.4k 92.93
Nike CL B (NKE) 0.0 $400k 4.2k 94.35
Fiserv (FI) 0.0 $399k 2.5k 159.82
Centene Corporation (CNC) 0.0 $398k 5.1k 78.48
MetLife (MET) 0.0 $395k 5.3k 74.11
Okta Cl A (OKTA) 0.0 $388k 3.7k 104.62
Target Corporation (TGT) 0.0 $386k 2.2k 177.21
Schlumberger Com Stk (SLB) 0.0 $381k 6.9k 55.03
Ishares Tr Mbs Etf (MBB) 0.0 $381k 4.1k 92.42
Enterprise Products Partners (EPD) 0.0 $379k 13k 29.18
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $379k 9.1k 41.59
TransDigm Group Incorporated (TDG) 0.0 $378k 307.00 1231.60
General Dynamics Corporation (GD) 0.0 $378k 1.3k 282.49
Autodesk (ADSK) 0.0 $378k 1.5k 260.42
Pinterest Cl A (PINS) 0.0 $371k 11k 34.67
Wells Fargo & Company (WFC) 0.0 $370k 6.4k 57.96
A. O. Smith Corporation (AOS) 0.0 $368k 4.1k 89.46
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $366k 15k 24.48
Murphy Usa (MUSA) 0.0 $361k 860.00 419.20
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $356k 15k 23.23
Intercontinental Exchange (ICE) 0.0 $356k 2.6k 137.43
Constellation Energy (CEG) 0.0 $353k 1.9k 184.85
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $349k 16k 21.50
Coca-Cola Company (KO) 0.0 $349k 5.7k 61.65
Honeywell International (HON) 0.0 $349k 1.7k 205.25
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $348k 8.5k 41.07
Chubb (CB) 0.0 $347k 1.3k 259.95
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $345k 16k 22.16
Cyberark Software SHS (CYBR) 0.0 $342k 1.3k 265.63
Simon Property (SPG) 0.0 $338k 2.2k 156.49
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) 0.0 $337k 5.5k 60.74
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $337k 805.00 418.01
Emcor (EME) 0.0 $335k 957.00 350.20
Nextera Energy (NEE) 0.0 $332k 5.2k 63.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $332k 3.0k 110.50
Fair Isaac Corporation (FICO) 0.0 $330k 264.00 1249.61
Otis Worldwide Corp (OTIS) 0.0 $325k 3.3k 99.27
Shell Spon Ads (SHEL) 0.0 $324k 4.8k 67.04
Icon SHS (ICLR) 0.0 $324k 964.00 335.95
United Rentals (URI) 0.0 $323k 448.00 721.11
Servicenow (NOW) 0.0 $320k 420.00 762.40
Regeneron Pharmaceuticals (REGN) 0.0 $320k 332.00 962.49
Deckers Outdoor Corporation (DECK) 0.0 $316k 336.00 941.26
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $315k 26k 12.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $315k 2.7k 116.86
Exelixis (EXEL) 0.0 $315k 13k 23.73
Apollo Global Mgmt (APO) 0.0 $314k 2.8k 112.45
Shopify Cl A (SHOP) 0.0 $314k 4.1k 77.17
Monster Beverage Corp (MNST) 0.0 $311k 5.2k 59.28
Ingersoll Rand (IR) 0.0 $301k 3.2k 94.95
Applied Materials (AMAT) 0.0 $300k 1.5k 206.23
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $300k 5.2k 57.47
Vanguard Index Fds Small Cp Etf (VB) 0.0 $298k 1.3k 228.59
Freeport-mcmoran CL B (FCX) 0.0 $296k 6.3k 47.02
Cigna Corp (CI) 0.0 $295k 813.00 363.19
Brown Forman Corp CL B (BF.B) 0.0 $293k 5.6k 51.83
Godaddy Cl A (GDDY) 0.0 $287k 2.4k 118.68
Qorvo (QRVO) 0.0 $282k 2.5k 114.83
Zoetis Cl A (ZTS) 0.0 $280k 1.7k 169.21
Allstate Corporation (ALL) 0.0 $273k 1.6k 173.94
Totalenergies Se Sponsored Ads (TTE) 0.0 $273k 3.9k 69.62
Ameriprise Financial (AMP) 0.0 $271k 619.00 438.44
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $270k 11k 25.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $267k 3.3k 80.63
Cadence Design Systems (CDNS) 0.0 $266k 855.00 311.28
CF Industries Holdings (CF) 0.0 $266k 3.2k 83.21
Sap Se Spon Adr (SAP) 0.0 $265k 1.4k 195.03
Toro Company (TTC) 0.0 $264k 2.9k 91.99
Sony Group Corp Sponsored Adr (SONY) 0.0 $263k 3.1k 85.74
Edwards Lifesciences (EW) 0.0 $263k 2.7k 95.56
Waste Management (WM) 0.0 $262k 1.2k 213.15
Broadstone Net Lease (BNL) 0.0 $261k 16k 15.96
Alliant Energy Corporation (LNT) 0.0 $259k 5.1k 50.40
General Motors Company (GM) 0.0 $258k 5.7k 45.35
Marathon Oil Corporation (MRO) 0.0 $257k 9.1k 28.34
Novartis Sponsored Adr (NVS) 0.0 $255k 2.5k 100.53
NetApp (NTAP) 0.0 $254k 2.4k 104.97
Ishares Tr U.s. Tech Etf (IYW) 0.0 $254k 1.9k 135.06
Chipotle Mexican Grill (CMG) 0.0 $253k 87.00 2906.77
Altria (MO) 0.0 $251k 5.6k 44.60
Flex Ord (FLEX) 0.0 $247k 8.6k 28.61
Diageo Spon Adr New (DEO) 0.0 $245k 1.6k 150.35
Carlisle Companies (CSL) 0.0 $245k 625.00 391.85
Arista Networks (ANET) 0.0 $242k 836.00 289.98
TJX Companies (TJX) 0.0 $242k 2.4k 101.42
Aercap Holdings Nv SHS (AER) 0.0 $241k 2.8k 86.91
Hubbell (HUBB) 0.0 $241k 581.00 415.05
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $239k 5.2k 46.00
American Tower Reit (AMT) 0.0 $236k 1.2k 197.59
Gra (GGG) 0.0 $232k 2.5k 93.46
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $230k 4.0k 57.23
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $230k 1.8k 131.24
EXACT Sciences Corporation (EXAS) 0.0 $228k 3.3k 69.06
Anthem (ELV) 0.0 $227k 438.00 518.54
Boston Scientific Corporation (BSX) 0.0 $226k 3.3k 68.49
Textron (TXT) 0.0 $226k 2.4k 95.95
Gilead Sciences (GILD) 0.0 $223k 3.1k 73.25
Deere & Company (DE) 0.0 $223k 540.00 412.21
Jabil Circuit (JBL) 0.0 $223k 1.7k 133.95
Owens Corning (OC) 0.0 $222k 1.3k 167.40
Lattice Semiconductor (LSCC) 0.0 $221k 2.8k 78.23
Exelon Corporation (EXC) 0.0 $221k 5.9k 37.57
Apa Corporation (APA) 0.0 $217k 6.3k 34.38
Generac Holdings (GNRC) 0.0 $213k 1.7k 126.14
Ishares Tr Eafe Value Etf (EFV) 0.0 $209k 3.8k 54.40
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $209k 20k 10.23
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $208k 6.1k 34.29
W.W. Grainger (GWW) 0.0 $208k 204.00 1017.30
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $207k 13k 15.73
Metropcs Communications (TMUS) 0.0 $203k 1.2k 163.22
M&T Bank Corporation (MTB) 0.0 $202k 1.4k 145.44
Skyworks Solutions (SWKS) 0.0 $202k 1.9k 108.32
Xylem (XYL) 0.0 $202k 1.6k 129.24
Ishares Tr Core Total Usd (IUSB) 0.0 $201k 4.4k 45.59
Proshares Tr Shrt Russell2000 (RWM) 0.0 $201k 10k 20.06
Ing Groep Sponsored Adr (ING) 0.0 $199k 12k 16.49
At&t (T) 0.0 $197k 11k 17.60
Coupang Cl A (CPNG) 0.0 $188k 11k 17.79
Ford Motor Company (F) 0.0 $174k 13k 13.28
Haleon Spon Ads (HLN) 0.0 $159k 19k 8.60
Under Armour CL C (UA) 0.0 $158k 22k 7.14
Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $84k 10k 8.44
JetBlue Airways Corporation (JBLU) 0.0 $74k 10k 7.42
Rubicon Technologies Cl A (RBT) 0.0 $5.8k 14k 0.40