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| Holdings Found : 100 | View All Holdings | Currently Viewing: New Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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VTI | Vanguard Total Stock Market... | New | $256.30 | $3,551,000 | 13,663 | % | 3,551,000 | 13,663 | 0 | N/A | |
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APA | Apache Corp | New | $30.51 | $1,141,000 | 33,182 | % | 1,141,000 | 33,182 | 0 | N/A | |
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VXUS | Vanguard Total Internationa... | New | $60.60 | $636,000 | 10,546 | % | 636,000 | 10,546 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | New | $519.81 | $383,000 | 728 | % | 383,000 | 728 | 0 | N/A | |
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GE | General Electric Co | New | $168.86 | $262,000 | 1,495 | % | 262,000 | 1,495 | 0 | N/A | |
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FTV | Fortive Corp | New | $76.53 | $224,000 | 2,600 | % | 224,000 | 2,600 | 0 | N/A | |
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SCHG | Schwab Strategic Trust | New | $92.55 | $220,000 | 2,371 | % | 220,000 | 2,371 | 0 | N/A | |
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DAL | Delta Air Lines Inc | New | $46.55 | $216,000 | 4,511 | % | 216,000 | 4,511 | 0.001 | Major Airlines | |
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REGL | ProShares S&P MidCap 400 Di... | New | $0.00 | $212,000 | 2,700 | % | 212,000 | 2,700 | 0 | N/A | |
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LW | Lamb Weston Holdings, Inc. | New | $83.16 | $209,000 | 1,966 | % | 209,000 | 1,966 | 0 | N/A | |
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ACWI | iShares MSCI ACWI Index | New | $109.38 | $193,000 | 1,749 | % | 193,000 | 1,749 | 0 | N/A | |
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PFF | iShares S&P U.S. Preferred ... | New | $31.29 | $186,000 | 5,785 | % | 186,000 | 5,785 | 0 | N/A | |
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MDLZ | Mondelez International Inc | New | $70.43 | $180,000 | 2,578 | % | 180,000 | 2,578 | 0 | N/A | |
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MGK | Vanguard Mega Cap 300 Gr In... | New | $277.92 | $178,000 | 621 | % | 178,000 | 621 | 0.001 | Closed - End Fund - E... | |
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HDV | Ishares High Dividend Equit... | New | $109.32 | $175,000 | 1,589 | % | 175,000 | 1,589 | 0 | N/A | |
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BSX | Boston Scientific Corp | New | $72.72 | $173,000 | 2,528 | % | 173,000 | 2,528 | 0 | N/A | |
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DXCM | DexCom Inc | New | $127.42 | $171,000 | 1,234 | % | 171,000 | 1,234 | 0 | N/A | |
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MUB | iShares S&P National Munici... | New | $107.02 | $163,000 | 1,511 | % | 163,000 | 1,511 | 0 | N/A | |
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MU | Micron Technology Inc | New | $119.32 | $160,000 | 1,360 | % | 160,000 | 1,360 | 0 | N/A | |
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ATR | AptarGroup Inc | New | $150.79 | $158,000 | 1,100 | % | 158,000 | 1,100 | 0 | N/A | |
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BSCP | Invesco Bulletshares 2025 C... | New | $20.46 | $152,000 | 7,445 | % | 152,000 | 7,445 | 0 | N/A | |
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VT | Vanguard Total World Stock ... | New | $109.72 | $151,000 | 1,370 | % | 151,000 | 1,370 | 0 | N/A | |
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EEM | iShares MSCI Emrg Mkt Income | New | $42.28 | $148,000 | 3,602 | % | 148,000 | 3,602 | 0 | N/A | |
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GOVT | Ishares Barclays Us Treasur... | New | $0.00 | $147,000 | 6,477 | % | 147,000 | 6,477 | 0 | N/A | |
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BAB | Invesco Taxable Municipal B... | New | $26.16 | $143,000 | 5,400 | % | 143,000 | 5,400 | 0 | N/A | |
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MSI | Motorola Inc | New | $359.02 | $137,000 | 386 | % | 137,000 | 386 | 0 | N/A | |
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CSX | CSX Corp | New | $34.22 | $136,000 | 3,672 | % | 136,000 | 3,672 | 0 | N/A | |
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VOE | Vanguard Mid-Cap Value ETF | New | $152.47 | $134,000 | 860 | % | 134,000 | 860 | 0 | N/A | |
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RPM | RPM International Inc | New | $112.66 | $131,000 | 1,103 | % | 131,000 | 1,103 | 0 | N/A | |
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AEP | American Electric Power Co Inc | New | $90.58 | $129,000 | 1,495 | % | 129,000 | 1,495 | 0 | N/A | |
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TSLA | Tesla Motors Inc | New | $177.81 | $128,000 | 726 | % | 128,000 | 726 | 0 | Auto Manufacturers | |
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ZBH | Zimmer Holdings Inc | New | $120.85 | $119,000 | 900 | % | 119,000 | 900 | 0 | N/A | |
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DVN | Devon Energy Corp | New | $50.56 | $116,000 | 2,311 | % | 116,000 | 2,311 | 0 | N/A | |
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ASML | ASML Holding N.V. (ADR) | New | $0.00 | $114,000 | 117 | % | 114,000 | 117 | 0 | N/A | |
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HSIC | Henry Schein Inc | New | $72.76 | $113,000 | 1,500 | % | 113,000 | 1,500 | 0 | N/A | |
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MSCI | Msci Inc | New | $470.75 | $112,000 | 200 | % | 112,000 | 200 | 0 | N/A | |
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IWW | iShares Russell 3000 Value | New | $88.20 | $111,000 | 1,222 | % | 111,000 | 1,222 | 0 | N/A | |
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DXJ | WisdomTree Trust Japan Tota... | New | $107.78 | $109,000 | 1,000 | % | 109,000 | 1,000 | 0 | N/A | |
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MCHP | Microchip Technology Inc | New | $91.99 | $104,000 | 1,158 | % | 104,000 | 1,158 | 0 | N/A | |
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BNDX | Vanguard Total Internationa... | New | $48.80 | $104,000 | 2,105 | % | 104,000 | 2,105 | 0 | N/A | |
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HPE | Hewlett Packard Enterprise Co | New | $17.18 | $102,000 | 5,759 | % | 102,000 | 5,759 | 0 | N/A | |
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HYG | iShares iBoxx $ High Yield ... | New | $77.00 | $101,000 | 1,300 | % | 101,000 | 1,300 | 0 | N/A | |
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DSI | iShares KLD 400 Social Index | New | $98.55 | $100,000 | 996 | % | 100,000 | 996 | 0 | N/A | |
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IWZ | iShares Russell 3000 Growth | New | $117.00 | $98,000 | 840 | % | 98,000 | 840 | 0 | N/A | |
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XLK | SPDR Technology Sector | New | $204.84 | $96,000 | 461 | % | 96,000 | 461 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | New | $440.06 | $95,000 | 214 | % | 95,000 | 214 | 0 | N/A | |
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CARR | Carrier Global Corp | New | $64.31 | $94,000 | 1,610 | % | 94,000 | 1,610 | 0 | N/A | |
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DTM | Dt Midstream, Inc. | New | $64.12 | $92,000 | 1,500 | % | 92,000 | 1,500 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | New | $74.10 | $89,000 | 1,178 | % | 89,000 | 1,178 | 0 | N/A | |
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IEI | iShares Barclays 3-7 Year T... | New | $114.39 | $87,000 | 750 | % | 87,000 | 750 | 0 | N/A | |
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PRF | Invesco FTSE RAFI US | New | $36.69 | $86,000 | 2,240 | % | 86,000 | 2,240 | 0 | N/A | |
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FDL | First Trust Morningstar Div... | New | $38.12 | $81,000 | 2,102 | % | 81,000 | 2,102 | 0 | N/A | |
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BP | BP Plc (ADR) | New | $37.53 | $78,000 | 2,069 | % | 78,000 | 2,069 | 0 | N/A | |
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HEDJ | Wisdomtree International He... | New | $47.59 | $77,000 | 1,600 | % | 77,000 | 1,600 | 0 | N/A | |
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COF | Capital One Financial Corp | New | $142.83 | $74,000 | 500 | % | 74,000 | 500 | 0 | N/A | |
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SPXC | SPX Technologies, Inc | New | $119.90 | $74,000 | 600 | % | 74,000 | 600 | 0.001 | Auto Parts | |
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SLB | Schlumberger Ltd | New | $47.86 | $73,000 | 1,337 | % | 73,000 | 1,337 | 0 | N/A | |
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FIXD | First Trust Tcw Opportnisti... | New | $42.74 | $73,000 | 1,675 | % | 73,000 | 1,675 | 0 | N/A | |
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MBB | iShares Barclays MBS Bond | New | $90.82 | $73,000 | 792 | % | 73,000 | 792 | 0 | N/A | |
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SCHX | Schwab Strategic Trust | New | $61.28 | $68,000 | 1,100 | % | 68,000 | 1,100 | 0 | N/A | |
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PCAR | Paccar Inc | New | $106.11 | $67,000 | 541 | % | 67,000 | 541 | 0 | Trucks & Other Vehicles | |
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VUG | Vanguard Growth VIPERS | New | $342.82 | $66,000 | 192 | % | 66,000 | 192 | 0 | N/A | |
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INTU | Intuit Inc | New | $632.43 | $65,000 | 100 | % | 65,000 | 100 | 0 | N/A | |
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IDCC | Interdigital Inc | New | $105.77 | $64,000 | 600 | % | 64,000 | 600 | 0 | N/A | |
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AVY | Avery Dennison Corporation | New | $225.10 | $64,000 | 286 | % | 64,000 | 286 | 0 | N/A | |
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TM | Toyota Motor Corporation (ADR) | New | $232.88 | $63,000 | 252 | % | 63,000 | 252 | 0 | N/A | |
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AES | AES Corporation | New | $19.37 | $61,000 | 3,400 | % | 61,000 | 3,400 | 0 | N/A | |
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SAP | SAP AG (ADR) | New | $190.31 | $59,000 | 304 | % | 59,000 | 304 | 0 | N/A | |
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SCHB | Schwab Strategic Trust | New | $60.21 | $56,000 | 925 | % | 56,000 | 925 | 0 | N/A | |
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CTVA | Corteva, Inc. | New | $56.82 | $56,000 | 978 | % | 56,000 | 978 | 0 | N/A | |
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HBAN | Huntington Bancshares Inc | New | $14.05 | $56,000 | 4,025 | % | 56,000 | 4,025 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | New | $220.83 | $55,000 | 242 | % | 55,000 | 242 | 0 | N/A | |
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FB | Meta Platforms Inc | New | $472.60 | $53,000 | 110 | % | 53,000 | 110 | 0 | N/A | |
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ALB | Albemarle Corp | New | $130.46 | $53,000 | 405 | % | 53,000 | 405 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | New | $573.64 | $53,000 | 92 | % | 53,000 | 92 | 0 | N/A | |
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VEEV | Veeva Systems Inc | New | $201.77 | $51,000 | 222 | % | 51,000 | 222 | 0 | N/A | |
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PFIX | Simplify Interest Rate Hedg... | New | $0.00 | $51,000 | 1,130 | % | 51,000 | 1,130 | 0 | N/A | |
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GEHC | Ge Healthcare Holding Llc | New | $81.11 | $50,000 | 545 | % | 50,000 | 545 | 0 | N/A | |
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BSCO | Invesco BulletShares 2024 C... | New | $21.03 | $50,000 | 2,375 | % | 50,000 | 2,375 | 0 | N/A | |
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GLDM | Spdr Gold Minishares Trust | New | $45.77 | $50,000 | 1,127 | % | 50,000 | 1,127 | 0 | N/A | |
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BOND | Pimco Total Return Exchange... | New | $89.43 | $49,000 | 538 | % | 49,000 | 538 | 0.002 | N/A | |
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IWP | iShares Tr Russell MidCap Gr | New | $109.22 | $46,000 | 400 | % | 46,000 | 400 | 0 | N/A | |
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PSA | Public Storage Inc | New | $269.02 | $45,000 | 156 | % | 45,000 | 156 | 0 | N/A | |
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TSM | Taiwan Semiconductor Mfg. C... | New | $143.60 | $44,000 | 327 | % | 44,000 | 327 | 0 | N/A | |
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NSC | Norfolk Southern Corp | New | $249.65 | $44,000 | 172 | % | 44,000 | 172 | 0 | N/A | |
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NAD | Nuveen Dividend Advantage M... | New | $11.22 | $44,000 | 3,800 | % | 44,000 | 3,800 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | New | $186.44 | $44,000 | 228 | % | 44,000 | 228 | 0 | N/A | |
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CFT | iShares Barclays Credit Bond | New | $49.93 | $42,000 | 826 | % | 42,000 | 826 | 0 | N/A | |
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ICLR | ICON plc (ADR) | New | $311.75 | $40,000 | 118 | % | 40,000 | 118 | 0 | N/A | |
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IXUS | Ishares Core Msci Total Int... | New | $68.17 | $39,000 | 579 | % | 39,000 | 579 | 0 | N/A | |
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IWS | iShares Tr Rssll Midcap Valu | New | $122.22 | $39,000 | 310 | % | 39,000 | 310 | 0 | N/A | |
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EUFN | Ishares Msci Europe Financi... | New | $23.32 | $38,000 | 1,653 | % | 38,000 | 1,653 | 0 | N/A | |
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PRFZ | Invesco FTSE RAFI US 1500 S... | New | $36.72 | $38,000 | 970 | % | 38,000 | 970 | 0 | N/A | |
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AZN | AstraZeneca Plc (ADR) | New | $76.97 | $38,000 | 560 | % | 38,000 | 560 | 0 | N/A | |
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TLT | iShares Tr Lehman 20+yr Tres | New | $90.19 | $37,000 | 388 | % | 37,000 | 388 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | New | $81.45 | $37,000 | 432 | % | 37,000 | 432 | 0 | N/A | |
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FIS | Fidelity National Information | New | $74.05 | $37,000 | 494 | % | 37,000 | 494 | 0 | N/A | |
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SPGI | S&P Global Inc | New | $429.21 | $37,000 | 88 | % | 37,000 | 88 | 0 | N/A | |
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FNDF | Schwab Fundamental Internat... | New | $35.65 | $35,000 | 991 | % | 35,000 | 991 | 0 | N/A | |
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STIP | Ishares Barclays 0-5 Year T... | New | $99.01 | $35,000 | 353 | % | 35,000 | 353 | 0 | N/A |
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