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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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JMST | Jpmorgan Ultra Short Munici... | New | $0.00 | $7,351,000 | 144,683 | % | 7,351,000 | 144,683 | 0 | N/A | |
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INTC | Intel Corp | New | $29.85 | $547,000 | 12,375 | % | 547,000 | 12,375 | 0 | N/A | |
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KRE | streetTRACKS Series Trust -... | New | $50.35 | $476,000 | 9,473 | % | 476,000 | 9,473 | 0 | N/A | |
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IXJ | iShares Trust S&P Glbl Hltcr | New | $91.63 | $383,000 | 4,117 | % | 383,000 | 4,117 | 0 | N/A | |
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FERG | Ferguson plc | New | $221.53 | $289,000 | 1,323 | % | 289,000 | 1,323 | 0 | N/A | |
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SHYG | Ishares 0 5 Year High Yield... | New | $42.11 | $234,000 | 5,491 | % | 234,000 | 5,491 | 0 | N/A | |
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BILS | Spdr Bloomberg Barclays 312... | New | $0.00 | $180,000 | 1,813 | % | 180,000 | 1,813 | 0 | N/A | |
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VOOV | Vanguard S&P 500 Value Etf | New | $178.21 | $134,000 | 742 | % | 134,000 | 742 | 0 | N/A | |
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FELG | Fidelity Enhanced Large Cap... | New | $0.00 | $131,000 | 4,432 | % | 131,000 | 4,432 | 0 | N/A | |
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VOOG | Vanguard S&P 500 Growth Etf | New | $305.54 | $104,000 | 340 | % | 104,000 | 340 | 0 | N/A | |
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IVOV | Vanguard S&p Mid Cap 40... | New | $89.24 | $104,000 | 1,150 | % | 104,000 | 1,150 | 0 | N/A | |
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IEI | iShares Barclays 3-7 Year T... | New | $114.37 | $101,000 | 868 | % | 101,000 | 868 | 0 | N/A | |
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WMB | Williams Companies Inc | New | $39.64 | $93,000 | 2,390 | % | 93,000 | 2,390 | 0 | N/A | |
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CFG | Citizens Financial Group, Inc. | New | $36.06 | $78,000 | 2,140 | % | 78,000 | 2,140 | 0 | N/A | |
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VIOV | Vanguard S&p Small Cap ... | New | $86.56 | $77,000 | 872 | % | 77,000 | 872 | 0 | N/A | |
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IP | International Paper Co | New | $38.58 | $74,000 | 1,905 | % | 74,000 | 1,905 | 0 | N/A | |
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VIOG | Vanguard S&p Small Cap ... | New | $111.73 | $70,000 | 620 | % | 70,000 | 620 | 0 | N/A | |
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CINF | Cincinnati Financial Corp | New | $118.87 | $70,000 | 560 | % | 70,000 | 560 | 0 | N/A | |
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IVOO | Vanguard S&Amp;P Mid-Cap 40... | New | $101.39 | $66,000 | 638 | % | 66,000 | 638 | 0 | N/A | |
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EVT | Eaton Vance Tax Advantaged ... | New | $23.34 | $66,000 | 2,780 | % | 66,000 | 2,780 | 0 | N/A | |
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RVT | Royce Value Trust Inc | New | $14.85 | $50,000 | 3,299 | % | 50,000 | 3,299 | 0 | N/A | |
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FMDE | Fidelity Enhanced Mid Cap Etf | New | $0.00 | $46,000 | 1,520 | % | 46,000 | 1,520 | 0 | N/A | |
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SRE | Sempra Energy | New | $71.98 | $44,000 | 610 | % | 44,000 | 610 | 0 | N/A | |
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ASML | ASML Holding N.V. (ADR) | New | $0.00 | $42,000 | 43 | % | 42,000 | 43 | 0 | N/A | |
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SPGI | S&P Global Inc | New | $431.57 | $39,000 | 91 | % | 39,000 | 91 | 0 | N/A | |
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MOAT | VANECK VECTORS ETF TR | New | $53.88 | $36,000 | 400 | % | 36,000 | 400 | 0 | N/A | |
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KVUE | Kenvue Inc. | New | $20.54 | $33,000 | 1,549 | % | 33,000 | 1,549 | 0 | N/A | |
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MRVL | Marvell Technology, Inc. | New | $68.47 | $31,000 | 439 | % | 31,000 | 439 | 0 | N/A | |
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COHR | Coherent Corp | New | $53.69 | $31,000 | 510 | % | 31,000 | 510 | 0 | N/A | |
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NUE | Nucor Corp | New | $174.47 | $31,000 | 158 | % | 31,000 | 158 | 0 | N/A | |
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IVOG | Vanguard S&p Mid Cap 40... | New | $111.69 | $29,000 | 257 | % | 29,000 | 257 | 0 | N/A | |
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CME | CME Group Inc | New | $208.46 | $28,000 | 130 | % | 28,000 | 130 | 0 | N/A | |
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UNM | Unum Group | New | $53.09 | $28,000 | 515 | % | 28,000 | 515 | 0 | N/A | |
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PWR | Quanta Services Inc | New | $271.48 | $26,000 | 100 | % | 26,000 | 100 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | New | $74.04 | $25,000 | 330 | % | 25,000 | 330 | 0 | N/A | |
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NOBL | ProShares S&P 500 Dividend ... | New | $0.00 | $25,000 | 249 | % | 25,000 | 249 | 0 | N/A | |
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FFIV | F5 Networks Inc | New | $191.13 | $23,000 | 121 | % | 23,000 | 121 | 0 | Internet Software & S... | |
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EFR | Eaton Vance Senior Floating... | New | $13.19 | $21,000 | 1,600 | % | 21,000 | 1,600 | 0 | N/A | |
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CRM | Salesforce.com Inc | New | $276.67 | $20,000 | 65 | % | 20,000 | 65 | 0 | N/A | |
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NI | NiSource Inc | New | $28.68 | $20,000 | 715 | % | 20,000 | 715 | 0 | N/A | |
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TLT | iShares Tr Lehman 20+yr Tres | New | $90.12 | $19,000 | 200 | % | 19,000 | 200 | 0 | N/A | |
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PTLC | Pacer Trendpilot 750 Etf | New | $0.00 | $19,000 | 392 | % | 19,000 | 392 | 0 | N/A | |
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BEN | Franklin Resources Inc | New | $23.74 | $18,000 | 630 | % | 18,000 | 630 | 0 | N/A | |
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CBG | CBRE Group Inc | New | $90.22 | $18,000 | 184 | % | 18,000 | 184 | 0 | N/A | |
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AKAM | Akamai Technologies Inc | New | $91.19 | $15,000 | 138 | % | 15,000 | 138 | 0 | N/A | |
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SRLN | SPDR Blackstone/GSO Senior ... | New | $41.94 | $15,000 | 367 | % | 15,000 | 367 | 0 | N/A | |
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ICOW | Pacer Developed Markets Int... | New | $0.00 | $12,000 | 379 | % | 12,000 | 379 | 0 | N/A | |
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BRO | Brown & Brown Inc | New | $87.07 | $12,000 | 140 | % | 12,000 | 140 | 0 | N/A | |
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VRSK | Verisk Analytics, Inc. | New | $248.31 | $12,000 | 53 | % | 12,000 | 53 | 0 | N/A | |
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APTV | Aptiv PLC | New | $74.95 | $12,000 | 146 | % | 12,000 | 146 | 0 | N/A | |
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CALF | Pacer Us Small Cap Cash Cow... | New | $0.00 | $12,000 | 236 | % | 12,000 | 236 | 0 | N/A | |
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VIGI | Vanguard International Divi... | New | $80.57 | $12,000 | 153 | % | 12,000 | 153 | 0 | N/A | |
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PFN | Pimco Floating Rate Strateg... | New | $7.37 | $11,000 | 1,450 | % | 11,000 | 1,450 | 0 | N/A | |
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CCK | Crown Holdings Inc | New | $84.03 | $11,000 | 137 | % | 11,000 | 137 | 0 | N/A | |
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FNX | First Trust Mid Cap Core Al... | New | $111.11 | $10,000 | 90 | % | 10,000 | 90 | 0 | N/A | |
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G | Genpact Ltd | New | $33.20 | $10,000 | 298 | % | 10,000 | 298 | 0 | N/A | |
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VLTO | Veralto Corp | New | $96.50 | $9,000 | 100 | % | 9,000 | 100 | 0 | N/A | |
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FYX | First Trust Small Cap Core ... | New | $92.48 | $9,000 | 100 | % | 9,000 | 100 | 0 | N/A | |
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SAP | SAP AG (ADR) | New | $190.05 | $8,000 | 40 | % | 8,000 | 40 | 0 | N/A | |
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MTB | M&T Bank Corp | New | $153.66 | $8,000 | 53 | % | 8,000 | 53 | 0 | N/A | |
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FDS | Factset Research Systems Inc | New | $439.16 | $8,000 | 17 | % | 8,000 | 17 | 0 | N/A | |
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SAFRY | Safran SA | New | $57.18 | $7,000 | 123 | % | 7,000 | 123 | 0 | N/A | |
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FBND | Fidelity Total Bond Etf | New | $0.00 | $7,000 | 162 | % | 7,000 | 162 | 0 | N/A | |
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JKHY | Jack Henry & Associates | New | $169.24 | $7,000 | 38 | % | 7,000 | 38 | 0 | N/A | |
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JCPB | Jpmorgan Core Plus Bond Etf | New | $0.00 | $7,000 | 159 | % | 7,000 | 159 | 0 | N/A | |
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BNDX | Vanguard Total Internationa... | New | $48.66 | $5,000 | 100 | % | 5,000 | 100 | 0 | N/A | |
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CBSH | Commerce Bancshares Inc | New | $56.68 | $5,000 | 100 | % | 5,000 | 100 | 0 | N/A | |
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MKC | McCormick & Co Inc | New | $76.15 | $5,000 | 66 | % | 5,000 | 66 | 0 | N/A | |
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AZN | AstraZeneca Plc (ADR) | New | $77.18 | $5,000 | 74 | % | 5,000 | 74 | 0 | N/A | |
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CIBR | First Trust Nasdaq Cea Cybe... | New | $0.00 | $5,000 | 90 | % | 5,000 | 90 | 0 | N/A | |
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ESLO.Y | Essilor International Compa... | New | $110.76 | $4,000 | 39 | % | 4,000 | 39 | 0 | N/A | |
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TOT | TOTAL S.A. (ADR) | New | $73.82 | $4,000 | 51 | % | 4,000 | 51 | 0 | N/A | |
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SHEC.Y | Shin-Etsu Chemical Co Ltd (... | New | $18.50 | $4,000 | 161 | % | 4,000 | 161 | 0 | N/A | |
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FXH | First Trust Health Care Alp... | New | $105.49 | $4,000 | 40 | % | 4,000 | 40 | 0 | N/A | |
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TEVA | Teva Pharmaceutical Industr... | New | $16.25 | $4,000 | 284 | % | 4,000 | 284 | 0 | N/A | |
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IBIT | iShares Bitcoin Trust | New | $34.58 | $4,000 | 100 | % | 4,000 | 100 | 0 | N/A | |
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IDEXY | Industria De Diseno Textil ... | New | $23.15 | $4,000 | 148 | % | 4,000 | 148 | 0 | N/A | |
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EADSY | Airbus Group Nv | New | $43.00 | $4,000 | 84 | % | 4,000 | 84 | 0 | N/A | |
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IEV | iShares S&P Europe 350 Index | New | $57.03 | $4,000 | 64 | % | 4,000 | 64 | 0 | N/A | |
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STX | Seagate Technology | New | $94.01 | $4,000 | 45 | % | 4,000 | 45 | 0 | N/A | |
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MELI | Mercadolibre Inc | New | $1,693.97 | $3,000 | 2 | % | 3,000 | 2 | 0 | N/A | |
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HESAY | Hermes International SCA | New | $247.58 | $3,000 | 11 | % | 3,000 | 11 | 0 | N/A | |
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RELX | RELX Plc (ADR) | New | $43.46 | $3,000 | 71 | % | 3,000 | 71 | 0 | N/A | |
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CGEMY | Capgemini | New | $44.17 | $3,000 | 58 | % | 3,000 | 58 | 0 | N/A | |
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GVDN.Y | Givaudan AG (Switzerland) | New | $89.38 | $3,000 | 35 | % | 3,000 | 35 | 0 | N/A | |
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LRLCY | Loreal Co. (ADR) | New | $97.61 | $3,000 | 34 | % | 3,000 | 34 | 0 | N/A | |
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TSM | Taiwan Semiconductor Mfg. C... | New | $149.26 | $3,000 | 23 | % | 3,000 | 23 | 0 | N/A | |
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TFII | Tfi International Ord Shs | New | $137.67 | $3,000 | 21 | % | 3,000 | 21 | 0 | N/A | |
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TOELY | Tokyo Electron Ltd | New | $112.20 | $3,000 | 26 | % | 3,000 | 26 | 0 | N/A | |
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DBSDY | DBS Group Holdings (ADR) | New | $104.21 | $2,000 | 19 | % | 2,000 | 19 | 0 | N/A | |
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SAUHY | Straumann Holding Adr | New | $0.00 | $2,000 | 141 | % | 2,000 | 141 | 0 | N/A | |
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ADDYY | Adidas AG (New) | New | $119.74 | $2,000 | 14 | % | 2,000 | 14 | 0 | N/A | |
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HTHIY | Hitachi Ltd (ADR) | New | $176.99 | $2,000 | 11 | % | 2,000 | 11 | 0 | N/A | |
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STM | STMicroelectronics N.V. (ADR) | New | $40.51 | $2,000 | 38 | % | 2,000 | 38 | 0 | N/A | |
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EPOKY | Epiroc Aktiebolag Unsponsor... | New | $0.00 | $2,000 | 94 | % | 2,000 | 94 | 0 | N/A | |
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LNSTY | London Stock Exch Unspn Adr... | New | $28.94 | $2,000 | 66 | % | 2,000 | 66 | 0 | N/A | |
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TTDKY | TDK Corporation (ADR) | New | $44.28 | $2,000 | 42 | % | 2,000 | 42 | 0 | N/A | |
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ITOCY | ITOCHU Corp. (Japan) | New | $93.25 | $2,000 | 24 | % | 2,000 | 24 | 0 | N/A | |
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ICE | Intercontinental Exchange Inc | New | $133.99 | $2,000 | 12 | % | 2,000 | 12 | 0 | N/A | |
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GMXAY | GENMAB AS | New | $28.84 | $1,000 | 31 | % | 1,000 | 31 | 0 | N/A |
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