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| Holdings Found : 97 | View All Holdings | Currently Viewing: Increased 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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AAPL | Apple Inc | - | $182.74 | $39,345,000 | 229,441 | % | 5,072,000 | 51,428 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $515.42 | $37,142,000 | 70,835 | % | 8,312,000 | 11,270 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $36,004,000 | 85,577 | % | 6,480,000 | 7,065 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $29,178,000 | 193,319 | % | 4,486,000 | 16,560 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $17,097,000 | 94,783 | % | 3,655,000 | 6,315 | 0 | N/A | |
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GSLC | Goldman Sachs Activebeta Us... | - | $101.91 | $13,873,000 | 133,663 | % | 3,611,000 | 24,275 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $10,499,000 | 24,967 | % | 3,107,000 | 4,243 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $73.50 | $9,235,000 | 101,055 | % | 2,185,000 | 27,621 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $9,219,000 | 12,583 | % | 1,691,000 | 1,179 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $9,112,000 | 18,766 | % | 2,716,000 | 697 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $278.97 | $8,607,000 | 28,578 | % | 1,944,000 | 3,258 | 0 | N/A | |
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AXP | American Express Co | - | $236.24 | $8,441,000 | 37,074 | % | 2,268,000 | 4,125 | 0 | N/A | |
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USB | US Bancorp Delaware | - | $41.69 | $8,408,000 | 188,092 | % | 2,101,000 | 42,368 | 0 | N/A | |
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MDT | Medtronic Plc | - | $81.55 | $8,197,000 | 94,054 | % | 2,227,000 | 21,584 | 0 | N/A | |
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BAC | Bank of America Corp | - | $37.71 | $8,087,000 | 213,255 | % | 2,119,000 | 36,016 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $7,904,000 | 59,902 | % | 2,426,000 | 9,652 | 0.002 | Drug Manufacturers - ... | |
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XOM | Exxon Mobil Corp | - | $116.15 | $7,770,000 | 66,849 | % | 2,380,000 | 12,941 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $721.03 | $7,501,000 | 9,839 | % | 1,379,000 | 1,174 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $246.27 | $7,469,000 | 30,831 | % | 2,273,000 | 11,854 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $7,450,000 | 19,422 | % | 1,663,000 | 2,724 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $7,283,000 | 26,096 | % | 1,358,000 | 3,336 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $7,157,000 | 14,467 | % | 1,875,000 | 4,435 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $7,134,000 | 54,301 | % | 1,389,000 | 10,421 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $2,305,000 | 4,567 | % | 240,000 | 1,106 | 0 | N/A | |
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INTU | Intuit Inc | - | $632.43 | $1,838,000 | 2,827 | % | 73,000 | 3 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $1,745,000 | 11,461 | % | 201,000 | 503 | 0 | N/A | |
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UBER | Uber Technologies, Inc | - | $66.40 | $1,644,000 | 21,349 | % | 581,000 | 4,077 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $1,563,000 | 7,802 | % | 573,000 | 1,984 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $335.19 | $1,015,000 | 3,012 | % | 103,000 | 4 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $1,013,000 | 2,108 | % | 94,000 | 4 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $519.81 | $962,000 | 1,830 | % | 91,000 | 6 | 0 | N/A | |
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ORCL | Oracle Corp | - | $117.39 | $916,000 | 7,294 | % | 150,000 | 25 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,325.37 | $875,000 | 660 | % | 315,000 | 158 | 0 | N/A | |
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VOOV | Vanguard S&P 500 Value Etf | - | $176.03 | $818,000 | 4,530 | % | 60,000 | 20 | 0 | N/A | |
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EQIX | Equinix Inc | - | $692.71 | $812,000 | 984 | % | 579,000 | 694 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $731,000 | 4,633 | % | 333,000 | 1,965 | 0 | N/A | |
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MA | MasterCard Inc A | - | $454.77 | $572,000 | 1,189 | % | 66,000 | 2 | 0 | N/A | |
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OXY | Occidental Petroleum Corp | - | $63.68 | $553,000 | 8,503 | % | 326,000 | 4,709 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.00 | $397,000 | 7,945 | % | -1,000 | 60 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $392,000 | 6,461 | % | 35,000 | 5,172 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $310,000 | 1,764 | % | -120,000 | 33 | 0 | Auto Manufacturers | |
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PANW | Palo Alto Networks Inc | - | $303.01 | $273,000 | 962 | % | 40,000 | 173 | 0 | N/A | |
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AMT | American Tower Corp | - | $181.33 | $211,000 | 1,066 | % | -18,000 | 7 | 0 | N/A | |
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DFUS | Dimensional U S Equity Etf | - | $56.36 | $191,000 | 3,352 | % | 18,000 | 7 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $284.23 | $188,000 | 654 | % | 17,000 | 2 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $207.36 | $156,000 | 755 | % | 95,000 | 380 | 0 | N/A | |
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MUB | iShares S&P National Munici... | - | $107.02 | $156,000 | 1,445 | % | 14,000 | 139 | 0 | N/A | |
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AMGN | Amgen Inc | - | $307.31 | $154,000 | 541 | % | 0 | 5 | 0 | N/A | |
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NKE | Nike Inc B | - | $93.59 | $146,000 | 1,550 | % | -22,000 | 5 | 0 | N/A | |
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MU | Micron Technology Inc | - | $119.32 | $146,000 | 1,239 | % | 136,000 | 1,119 | 0 | N/A | |
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NFLX | Netflix Inc | - | $609.47 | $134,000 | 220 | % | 76,000 | 100 | 0 | N/A | |
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SOXX | iShares S&P GSTI Semiconductor | - | $218.92 | $125,000 | 551 | % | -78,000 | 199 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $101,000 | 358 | % | -5,000 | 2 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $913.28 | $101,000 | 104 | % | 57,000 | 48 | 0 | N/A | |
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BP | BP Plc (ADR) | - | $37.53 | $95,000 | 2,523 | % | 7,000 | 29 | 0 | N/A | |
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CRWD | Crowdstrike Holdings, Inc. | - | $313.76 | $87,000 | 271 | % | 62,000 | 172 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $83,000 | 1,385 | % | 10,000 | 923 | 0 | N/A | |
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SLGN | Silgan Holdings Inc | - | $46.46 | $68,000 | 1,406 | % | 5,000 | 6 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $68,000 | 1,362 | % | 26,000 | 478 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $65,000 | 403 | % | 6,000 | 2 | 0 | N/A | |
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HUM | Humana Inc | - | $324.14 | $65,000 | 188 | % | 19,000 | 88 | 0 | N/A | |
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RTX | RTX Corp | - | $101.02 | $64,000 | 659 | % | 9,000 | 4 | 0 | Conglomerates | |
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PEP | Pepsico Inc | - | $177.41 | $63,000 | 357 | % | 3,000 | 2 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $61.23 | $63,000 | 1,088 | % | 31,000 | 436 | 0 | N/A | |
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PFE | Pfizer Inc | - | $28.27 | $58,000 | 2,103 | % | -2,000 | 32 | 0 | N/A | |
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TSM | Taiwan Semiconductor Mfg. C... | - | $143.60 | $58,000 | 425 | % | 14,000 | 2 | 0 | N/A | |
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ADI | Analog Devices Inc | - | $204.86 | $56,000 | 282 | % | 28,000 | 141 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $179.14 | $52,000 | 286 | % | 11,000 | 44 | 0 | N/A | |
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BCPC | Balchem Corp | - | $153.28 | $51,000 | 332 | % | 2,000 | 2 | 0 | N/A | |
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PHEC | Phillips Edison & Company, Inc | - | $36.00 | $42,000 | 1,163 | % | 0 | 9 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $183.95 | $42,000 | 242 | % | 13,000 | 74 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $43.20 | $40,000 | 952 | % | 11,000 | 238 | 0 | N/A | |
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CSM | Proshares Large Cap Core P | - | $0.00 | $38,000 | 627 | % | 4,000 | 2 | 0 | N/A | |
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AZN | AstraZeneca Plc (ADR) | - | $76.97 | $37,000 | 549 | % | 1,000 | 8 | 0 | N/A | |
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AFL | AFLAC Inc | - | $84.83 | $31,000 | 360 | % | 2,000 | 3 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $81.45 | $30,000 | 348 | % | -1,000 | 3 | 0 | N/A | |
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HUBG | Hub Group Inc | - | $43.36 | $29,000 | 682 | % | -2,000 | 342 | 0 | N/A | |
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CTRA | Coterra Energy Inc | - | $28.07 | $29,000 | 1,026 | % | 3,000 | 8 | 0 | N/A | |
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MGM | MGM Resorts International | - | $40.04 | $27,000 | 568 | % | 11,000 | 218 | 0 | N/A | |
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CI | Cigna Corporation | - | $347.35 | $25,000 | 70 | % | 14,000 | 35 | 0 | N/A | |
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CSX | CSX Corp | - | $34.22 | $25,000 | 669 | % | 2,000 | 2 | 0 | N/A | |
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SHEL | Shell plc | - | $72.63 | $21,000 | 314 | % | 1,000 | 3 | 0 | N/A | |
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CNQ | Canadian Natural Resource (... | - | $77.10 | $19,000 | 246 | % | 3,000 | 2 | 0 | N/A | |
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NLOK | Nortonlifelock Ord Shs | - | $0.00 | $17,000 | 778 | % | -1,000 | 4 | 0 | N/A | |
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NEE | NextEra Energy | - | $72.85 | $16,000 | 247 | % | 1,000 | 2 | 0 | N/A | |
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TAP | Molson Coors Brewing Company | - | $58.21 | $16,000 | 236 | % | 2,000 | 2 | 0 | N/A | |
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VTRS | Upjohn Inc | - | $11.81 | $16,000 | 1,333 | % | 15,000 | 1,260 | 0 | N/A | |
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WBS | Webster Financial Corp | - | $45.91 | $14,000 | 279 | % | 0 | 2 | 0 | N/A | |
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BHP | BHP Billiton Limited (ADR) | - | $56.50 | $12,000 | 200 | % | -1,000 | 5 | 0 | N/A | |
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HYLB | Xtrackers Usd High Yield Co... | - | $35.36 | $11,000 | 316 | % | 0 | 4 | 0 | N/A | |
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SU | Suncor Energy Inc (USA) | - | $39.04 | $10,000 | 259 | % | 2,000 | 2 | 0 | N/A | |
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CVE | Cenovus Energy Inc | - | $20.75 | $8,000 | 397 | % | 1,000 | 4 | 0 | N/A | |
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VALE | Companhia Vale Do Rio Doce ... | - | $12.55 | $8,000 | 672 | % | -2,000 | 28 | 0 | N/A | |
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F | Ford Motor Co | - | $12.50 | $7,000 | 534 | % | 1,000 | 14 | 0 | N/A | |
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SNPS | Synopsys Inc | - | $550.49 | $5,000 | 9 | % | 5,000 | 9 | 0 | N/A | |
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UAL | United Continental Holding | - | $50.67 | $4,000 | 90 | % | 4,000 | 90 | 0 | N/A | |
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SATS | Echostar Holding Corp | - | $15.45 | $0 | 21 | % | 0 | 14 | 0 | N/A |
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