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| Holdings Found : 100 | 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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MUB | iShares S&P National Munici... | - | $106.80 | $53,422,000 | 492,778 | % | 5,294,000 | 23,415 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | - | $50.18 | $53,123,000 | 1,040,599 | % | 5,529,000 | 51,111 | 0 | N/A | |
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AAPL | Apple Inc | - | $183.05 | $45,816,000 | 237,968 | % | 5,620,000 | 3,191 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $414.74 | $37,606,000 | 100,006 | % | 6,861,000 | 2,636 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $36,375,000 | 759,403 | % | 4,358,000 | 27,077 | 0.034 | Closed - End Fund - F... | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $35,230,000 | 500,775 | % | 5,567,000 | 39,815 | 0 | N/A | |
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GWL | St Spdr S&P Wld Xus | - | $35.97 | $24,475,000 | 719,628 | % | 4,864,000 | 87,205 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $898.78 | $15,974,000 | 32,257 | % | 2,197,000 | 586 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $187.48 | $15,213,000 | 100,125 | % | 3,294,000 | 6,365 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | - | $74.04 | $12,392,000 | 162,235 | % | 961,000 | 4,152 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $43.46 | $10,030,000 | 244,047 | % | 1,595,000 | 28,921 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $476.20 | $9,392,000 | 26,534 | % | 1,645,000 | 730 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $168.65 | $9,108,000 | 65,205 | % | 1,019,000 | 3,391 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $198.77 | $8,126,000 | 47,769 | % | 1,272,000 | 504 | 0 | N/A | |
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VCIT | Vanguard Intermediate-Term | - | $79.12 | $7,705,000 | 94,799 | % | 608,000 | 1,388 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $412.05 | $7,505,000 | 21,043 | % | 518,000 | 1,096 | 0 | N/A | |
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VYMI | Vanguard International High... | - | $0.00 | $6,981,000 | 104,987 | % | 698,000 | 3,468 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,332.80 | $6,777,000 | 6,071 | % | 1,783,000 | 58 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $6,767,000 | 27,232 | % | 246,000 | 1,170 | 0.001 | Auto Manufacturers | |
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IDV | iShares Dow Jones EPAC Sele... | - | $0.00 | $5,841,000 | 208,684 | % | 773,000 | 9,139 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $5,800,000 | 58,015 | % | -948,000 | 626 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $512.81 | $5,791,000 | 10,999 | % | 525,000 | 555 | 0 | N/A | |
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V | Visa Inc | - | $280.74 | $4,525,000 | 17,379 | % | 666,000 | 603 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.75 | $4,431,000 | 28,590 | % | 251,000 | 546 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.82 | $3,737,000 | 25,055 | % | -480,000 | 48 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $482.29 | $3,725,000 | 6,243 | % | 690,000 | 290 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $787.19 | $3,634,000 | 5,506 | % | 608,000 | 149 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $39.31 | $3,307,000 | 75,409 | % | -23,000 | 318 | 0 | N/A | |
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NFLX | Netflix Inc | - | $610.87 | $3,170,000 | 6,511 | % | 829,000 | 312 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $222.54 | $3,103,000 | 14,546 | % | 660,000 | 1,623 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.06 | $3,076,000 | 60,881 | % | -166,000 | 575 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.98 | $2,963,000 | 27,373 | % | 482,000 | 1,073 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $151.92 | $2,934,000 | 19,900 | % | 981,000 | 906 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $2,918,000 | 18,507 | % | 35,000 | 481 | 0.001 | Discount, Variety Stores | |
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CRM | Salesforce.com Inc | - | $276.67 | $2,900,000 | 11,022 | % | 709,000 | 219 | 0 | N/A | |
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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $2,870,000 | 52,192 | % | 192,000 | 2,191 | 0 | N/A | |
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ACN | Accenture Plc | - | $306.33 | $2,796,000 | 7,969 | % | 451,000 | 334 | 0 | N/A | |
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AMGN | Amgen Inc | - | $310.15 | $2,737,000 | 9,503 | % | 306,000 | 459 | 0 | N/A | |
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ORCL | Oracle Corp | - | $116.67 | $2,656,000 | 25,196 | % | -11,000 | 17 | 0 | N/A | |
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BAC | Bank of America Corp | - | $38.45 | $2,533,000 | 75,229 | % | 566,000 | 3,392 | 0 | N/A | |
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LIN | Linde Plc | - | $434.39 | $2,470,000 | 6,014 | % | 292,000 | 164 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $76.11 | $2,385,000 | 24,836 | % | 133,000 | 164 | 0 | N/A | |
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INTC | Intel Corp | - | $29.85 | $2,383,000 | 47,429 | % | 860,000 | 4,575 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $246.86 | $2,308,000 | 9,908 | % | 617,000 | 2,878 | 0 | N/A | |
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ETN | Eaton Corp | - | $330.57 | $2,284,000 | 9,484 | % | 294,000 | 153 | 0 | N/A | |
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DHR | Danaher Corp | - | $253.38 | $2,243,000 | 9,695 | % | -28,000 | 542 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $729.79 | $2,235,000 | 3,163 | % | 548,000 | 145 | 0 | N/A | |
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COP | ConocoPhillips | - | $121.91 | $2,195,000 | 18,907 | % | -17,000 | 441 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $61.89 | $2,141,000 | 43,491 | % | 444,000 | 1,948 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $454.73 | $2,139,000 | 5,545 | % | 359,000 | 43 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $209.73 | $2,074,000 | 12,797 | % | 339,000 | 268 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $182.08 | $2,017,000 | 13,944 | % | 584,000 | 1,038 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $247.40 | $2,017,000 | 8,210 | % | 472,000 | 621 | 0 | N/A | |
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GE | General Electric Co | - | $163.38 | $1,909,000 | 14,957 | % | 280,000 | 220 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $98.81 | $1,887,000 | 20,113 | % | 151,000 | 582 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $468.88 | $1,823,000 | 4,022 | % | 202,000 | 58 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $915.42 | $1,796,000 | 2,293 | % | 386,000 | 43 | 0 | N/A | |
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NKE | Nike Inc B | - | $90.94 | $1,788,000 | 16,465 | % | 220,000 | 66 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $796.67 | $1,757,000 | 2,165 | % | 362,000 | 7 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $1,750,000 | 5,187 | % | 358,000 | 426 | 0.001 | Medical Appliances & ... | |
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VUG | Vanguard Growth VIPERS | - | $343.81 | $1,732,000 | 5,570 | % | 341,000 | 463 | 0 | N/A | |
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CTAS | Cintas Corp | - | $700.27 | $1,707,000 | 2,833 | % | 377,000 | 67 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $40.40 | $1,701,000 | 45,118 | % | 283,000 | 1,361 | 0 | N/A | |
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IBM | International Business Mach... | - | $167.15 | $1,692,000 | 10,345 | % | 363,000 | 873 | 0 | N/A | |
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GILD | Gilead Sciences Inc | - | $65.96 | $1,686,000 | 20,808 | % | 170,000 | 585 | 0 | N/A | |
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SPGI | S&P Global Inc | - | $431.57 | $1,678,000 | 3,809 | % | 290,000 | 11 | 0 | N/A | |
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SYK | Stryker Corp | - | $330.58 | $1,564,000 | 5,222 | % | 149,000 | 45 | 0 | N/A | |
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SNPS | Synopsys Inc | - | $556.71 | $1,548,000 | 3,007 | % | 221,000 | 115 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $179.56 | $1,511,000 | 10,185 | % | -29,000 | 12 | 0 | N/A | |
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VRTX | Vertex Pharmaceuticals Inc | - | $422.78 | $1,495,000 | 3,673 | % | 269,000 | 146 | 0 | N/A | |
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SLB | Schlumberger Ltd | - | $48.50 | $1,494,000 | 28,712 | % | -134,000 | 791 | 0 | N/A | |
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BKNG | Booking Holdings Inc | - | $3,805.75 | $1,493,000 | 421 | % | 250,000 | 18 | 0 | N/A | |
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CDNS | Cadence Design Systems Inc | - | $287.48 | $1,472,000 | 5,404 | % | 237,000 | 131 | 0 | N/A | |
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UBER | Uber Technologies, Inc | - | $66.99 | $1,466,000 | 23,803 | % | 439,000 | 1,470 | 0 | N/A | |
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KLAC | KLA-Tencor Corp | - | $718.27 | $1,448,000 | 2,490 | % | 341,000 | 77 | 0 | N/A | |
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ANTM | Anthem Inc | - | $539.18 | $1,428,000 | 3,028 | % | 117,000 | 16 | 0 | N/A | |
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TT | Trane Technologies (Ingerso... | - | $331.98 | $1,406,000 | 5,763 | % | 298,000 | 303 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $1,388,000 | 10,605 | % | 281,000 | 276 | 0.002 | Asset Management | |
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PH | Parker Hannifin Corp | - | $561.13 | $1,323,000 | 2,872 | % | 235,000 | 79 | 0 | N/A | |
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BSX | Boston Scientific Corp | - | $73.69 | $1,306,000 | 22,587 | % | 134,000 | 387 | 0 | N/A | |
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CB | Chubb Ltd (ACE Ltd) | - | $254.84 | $1,300,000 | 5,752 | % | 157,000 | 263 | 0 | N/A | |
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TGT | Target Corp | - | $163.13 | $1,286,000 | 9,031 | % | 337,000 | 451 | 0 | N/A | |
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T | AT&T Corp | - | $17.17 | $1,245,000 | 74,225 | % | 298,000 | 11,153 | 0 | N/A | |
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ORLY | O Reilly Automotive Inc | - | $1,019.33 | $1,228,000 | 1,292 | % | 76,000 | 25 | 0 | N/A | |
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FISV | Fiserv Inc | - | $154.22 | $1,225,000 | 9,223 | % | 203,000 | 173 | 0 | N/A | |
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CI | Cigna Corporation | - | $348.39 | $1,206,000 | 4,028 | % | 71,000 | 62 | 0 | N/A | |
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PANW | Palo Alto Networks Inc | - | $297.47 | $1,205,000 | 4,087 | % | 309,000 | 265 | 0 | N/A | |
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MU | Micron Technology Inc | - | $121.24 | $1,171,000 | 13,724 | % | 273,000 | 528 | 0 | N/A | |
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SHW | Sherwin Williams Co | - | $320.86 | $1,168,000 | 3,744 | % | 221,000 | 31 | 0 | N/A | |
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COF | Capital One Financial Corp | - | $142.56 | $1,144,000 | 8,727 | % | 343,000 | 469 | 0 | N/A | |
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TMUS | T-Mobile Us Inc | - | $164.20 | $1,142,000 | 7,121 | % | 153,000 | 61 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $130.10 | $1,135,000 | 9,387 | % | -50,000 | 42 | 0 | N/A | |
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EQIX | Equinix Inc | - | $757.68 | $1,133,000 | 1,407 | % | 178,000 | 92 | 0 | N/A | |
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AMP | Ameriprise Financial Inc | - | $433.55 | $1,128,000 | 2,969 | % | 159,000 | 31 | 0 | N/A | |
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SO | Southern Co | - | $78.14 | $1,128,000 | 16,091 | % | 222,000 | 2,097 | 0 | N/A | |
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REGN | Regeneron Pharmaceuticals Inc | - | $973.80 | $1,111,000 | 1,265 | % | 105,000 | 42 | 0 | N/A | |
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AFL | AFLAC Inc | - | $86.08 | $1,092,000 | 13,234 | % | 127,000 | 656 | 0 | N/A | |
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CRWD | Crowdstrike Holdings, Inc. | - | $320.76 | $1,083,000 | 4,243 | % | 399,000 | 157 | 0 | N/A | |
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FDX | Fedex Corp | - | $265.73 | $1,077,000 | 4,257 | % | 6,000 | 214 | 0 | N/A | |
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USB | US Bancorp Delaware | - | $41.85 | $1,072,000 | 24,765 | % | 280,000 | 822 | 0 | N/A |
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