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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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IVV | iShares Core S&P 500 Etf | - | $523.39 | $19,882,000 | 38,763 | % | 6,183,000 | 10,082 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.81 | $4,542,000 | 74,782 | % | 542,000 | 60,349 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $43.46 | $4,304,000 | 103,883 | % | 2,095,000 | 50,133 | 0 | N/A | |
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ETN | Eaton Corp | - | $330.57 | $4,194,000 | 13,726 | % | 1,183,000 | 1,223 | 0 | N/A | |
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MUB | iShares S&P National Munici... | - | $106.80 | $3,928,000 | 36,365 | % | 1,764,000 | 16,406 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $3,333,000 | 25,256 | % | 604,000 | 226 | 0.001 | Drug Manufacturers - ... | |
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UPS | United Parcel Service Inc | - | $147.37 | $3,180,000 | 21,078 | % | 715,000 | 5,402 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $258.05 | $3,084,000 | 12,351 | % | 1,431,000 | 5,383 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $40.40 | $2,958,000 | 72,369 | % | 914,000 | 18,140 | 0 | N/A | |
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KO | Coca-Cola Co | - | $63.26 | $2,811,000 | 45,943 | % | 317,000 | 3,617 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $898.78 | $2,714,000 | 3,004 | % | 1,539,000 | 631 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.06 | $2,637,000 | 52,843 | % | 77,000 | 2,165 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $476.20 | $2,609,000 | 5,373 | % | 717,000 | 29 | 0 | N/A | |
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USB | US Bancorp Delaware | - | $41.85 | $2,113,000 | 47,415 | % | 366,000 | 7,044 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $512.81 | $2,019,000 | 4,000 | % | 667,000 | 1,432 | 0 | N/A | |
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ENB | Enbridge Inc (USA) | - | $37.80 | $2,007,000 | 55,483 | % | 58,000 | 1,372 | 0 | N/A | |
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PRU | Prudential Financial Inc | - | $118.83 | $1,918,000 | 16,340 | % | 246,000 | 221 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $520.84 | $1,911,000 | 3,788 | % | 765,000 | 1,376 | 0 | N/A | |
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ED | Consolidated Edison Inc | - | $97.70 | $1,813,000 | 19,970 | % | 21,000 | 266 | 0 | N/A | |
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MOAT | VANECK VECTORS ETF TR | - | $53.88 | $1,698,000 | 18,890 | % | 1,353,000 | 14,820 | 0 | N/A | |
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LYB | LyondellBasell Industries N.V. | - | $101.37 | $1,658,000 | 16,214 | % | 139,000 | 243 | 0 | N/A | |
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MA | MasterCard Inc A | - | $456.98 | $1,614,000 | 3,351 | % | 257,000 | 169 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $96.24 | $1,559,000 | 15,921 | % | 268,000 | 2,911 | 0 | N/A | |
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IGV | iShares S&P GSTI Software I... | - | $0.00 | $1,541,000 | 18,075 | % | -217,000 | 13,742 | 0 | N/A | |
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LNT | Alliant Energy Corp | - | $51.33 | $1,444,000 | 28,651 | % | 19,000 | 876 | 0 | N/A | |
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V | Visa Inc | - | $280.74 | $1,394,000 | 5,056 | % | 418,000 | 1,307 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.82 | $1,365,000 | 8,651 | % | 86,000 | 74 | 0 | N/A | |
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ACN | Accenture Plc | - | $306.33 | $1,340,000 | 3,849 | % | 546,000 | 1,586 | 0 | N/A | |
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COMT | iShares Commodities Select ... | - | $27.01 | $1,324,000 | 49,051 | % | 115,000 | 830 | 0 | N/A | |
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BKNG | Booking Holdings Inc | - | $3,805.75 | $1,125,000 | 310 | % | 96,000 | 20 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $218.71 | $1,084,000 | 5,347 | % | 272,000 | 1,100 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.79 | $1,080,000 | 8,830 | % | 283,000 | 2 | 0 | N/A | |
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NEE | NextEra Energy | - | $73.79 | $1,041,000 | 16,283 | % | 105,000 | 878 | 0 | N/A | |
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MDT | Medtronic Plc | - | $82.84 | $1,041,000 | 12,194 | % | 391,000 | 4,301 | 0 | N/A | |
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DRI | Darden Restaurants Inc | - | $148.25 | $989,000 | 5,918 | % | 29,000 | 78 | 0 | N/A | |
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FISV | Fiserv Inc | - | $154.22 | $932,000 | 5,834 | % | 228,000 | 534 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $928,000 | 15,429 | % | 89,000 | 10,106 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $204.31 | $905,000 | 4,385 | % | 379,000 | 1,766 | 0 | N/A | |
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VLO | Valero Energy Corp | - | $156.13 | $902,000 | 5,939 | % | 458,000 | 2,523 | 0 | N/A | |
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ORCL | Oracle Corp | - | $116.67 | $802,000 | 6,382 | % | 140,000 | 104 | 0 | N/A | |
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TGT | Target Corp | - | $163.13 | $608,000 | 3,433 | % | 122,000 | 18 | 0 | N/A | |
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TOTL | SPDR DoubleLine Total Retur... | - | $39.33 | $571,000 | 14,256 | % | 26,000 | 727 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $516.26 | $562,000 | 1,109 | % | 264,000 | 494 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $136.67 | $558,000 | 4,317 | % | 35,000 | 9 | 0 | N/A | |
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SCPB | Spdr Series Trust Term Corp... | - | $29.61 | $548,000 | 18,408 | % | 10,000 | 356 | 0 | N/A | |
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IGM | iShares S&P GSTI Tech Index Fd | - | $85.38 | $502,000 | 5,820 | % | 67,000 | 4,850 | 0 | N/A | |
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BIL | Spdr Brcly Cap 1-3 Mnth Tb | - | $0.00 | $479,000 | 5,233 | % | 210,000 | 2,289 | 0 | N/A | |
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MAR | Marriott International Inc | - | $240.46 | $475,000 | 1,882 | % | 56,000 | 24 | 0 | N/A | |
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VGIT | Vanguard Intermediate -Ter | - | $57.66 | $468,000 | 8,001 | % | 118,000 | 2,100 | 0 | N/A | |
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BBT | Truist Financial Corp | - | $35.64 | $457,000 | 12,028 | % | 225,000 | 5,746 | 0.001 | Domestic Regional Banks | |
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CRM | Salesforce.com Inc | - | $276.67 | $401,000 | 1,330 | % | 134,000 | 315 | 0 | N/A | |
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PGR | Progressive Corp | - | $215.76 | $390,000 | 1,888 | % | 144,000 | 346 | 0 | N/A | |
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JMBS | Janus Henderson Mortgagebac... | - | $44.13 | $383,000 | 8,502 | % | 98,000 | 2,295 | 0 | N/A | |
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COP | ConocoPhillips | - | $121.91 | $382,000 | 3,000 | % | 46,000 | 103 | 0 | N/A | |
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MDY | Standrd Poor Mdcp 400 SPDR | - | $547.09 | $376,000 | 682 | % | 31,000 | 2 | 0 | N/A | |
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IBDP | Ishares Ibonds Dec 2024 Ter... | - | $25.04 | $376,000 | 15,014 | % | 40,000 | 1,510 | 0 | N/A | |
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CE | Celanese Corp | - | $156.69 | $345,000 | 2,008 | % | 34,000 | 5 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $250.55 | $344,000 | 1,420 | % | -35,000 | 35 | 0 | N/A | |
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WBA | Walgreens Boots Alliance, Inc. | - | $17.19 | $341,000 | 14,779 | % | 105,000 | 5,739 | 0 | N/A | |
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SYK | Stryker Corp | - | $330.58 | $328,000 | 916 | % | 141,000 | 290 | 0 | N/A | |
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HON | Honeywell International Inc | - | $202.92 | $314,000 | 1,531 | % | 188,000 | 931 | 0 | N/A | |
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ZTS | Zoetis Inc. | - | $169.04 | $308,000 | 1,806 | % | -33,000 | 76 | 0 | N/A | |
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NVS | Novartis AG (ADR) | - | $102.10 | $306,000 | 3,102 | % | 129,000 | 1,351 | 0 | N/A | |
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RTX | RTX Corp | - | $101.02 | $300,000 | 3,076 | % | 45,000 | 40 | 0 | Conglomerates | |
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VGLT | Vanguard Long-Term Governm | - | $56.66 | $289,000 | 4,881 | % | 66,000 | 1,249 | 0 | N/A | |
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SGOV | Ishares 03 Month Treasury B... | - | $0.00 | $285,000 | 2,825 | % | 78,000 | 762 | 0 | N/A | |
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C | Citigroup Inc | - | $63.53 | $272,000 | 4,298 | % | 52,000 | 16 | 0 | N/A | |
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KLAC | KLA-Tencor Corp | - | $718.27 | $272,000 | 390 | % | 54,000 | 15 | 0 | N/A | |
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IBDQ | Ishares Ibonds Dec 2025 Ter... | - | $24.75 | $264,000 | 10,661 | % | 42,000 | 1,708 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $130.10 | $257,000 | 2,013 | % | 41,000 | 230 | 0 | N/A | |
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ROP | Roper Industries Inc | - | $523.50 | $233,000 | 416 | % | 31,000 | 45 | 0 | N/A | |
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HPQ | HP Inc | - | $29.72 | $231,000 | 7,645 | % | 53,000 | 1,730 | 0 | N/A | |
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ODFL | Old Dominion Freight Line Inc | - | $195.06 | $230,000 | 1,050 | % | 15,000 | 520 | 0.001 | Trucking | |
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OKE | ONEOK Inc | - | $80.07 | $230,000 | 2,865 | % | 30,000 | 23 | 0 | N/A | |
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SHEL | Shell plc | - | $74.09 | $222,000 | 3,315 | % | 13,000 | 139 | 0 | N/A | |
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INTU | Intuit Inc | - | $632.31 | $218,000 | 335 | % | 93,000 | 135 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | - | $74.04 | $214,000 | 2,837 | % | 4,000 | 94 | 0 | N/A | |
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DAL | Delta Air Lines Inc | - | $46.55 | $206,000 | 4,311 | % | 54,000 | 532 | 0.001 | Major Airlines | |
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GILD | Gilead Sciences Inc | - | $65.96 | $205,000 | 2,797 | % | -19,000 | 38 | 0 | N/A | |
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CB | Chubb Ltd (ACE Ltd) | - | $254.84 | $204,000 | 809 | % | 140,000 | 525 | 0 | N/A | |
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MCK | McKesson Corp | - | $531.10 | $202,000 | 376 | % | 58,000 | 65 | 0 | Drugs Wholesale | |
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UNP | Union Pacific Corp | - | $247.40 | $197,000 | 803 | % | 44,000 | 179 | 0 | N/A | |
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GWW | WW Grainger Inc | - | $958.68 | $193,000 | 190 | % | 106,000 | 85 | 0 | N/A | |
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MS | Morgan Stanley | - | $98.28 | $188,000 | 2,001 | % | 3,000 | 16 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $235.03 | $185,000 | 728 | % | 56,000 | 150 | 0 | N/A | |
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IP | International Paper Co | - | $38.58 | $183,000 | 4,700 | % | 14,000 | 28 | 0 | N/A | |
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VCSH | Vanguard Scottsdale Funds | - | $76.88 | $183,000 | 2,367 | % | 47,000 | 614 | 0 | N/A | |
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TD | Toronto-Dominion Bank (USA) | - | $56.62 | $183,000 | 3,032 | % | -11,000 | 24 | 0 | N/A | |
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VGSH | Vanguard Scottsdale Funds | - | $57.74 | $182,000 | 3,130 | % | 48,000 | 828 | 0 | N/A | |
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LKQ | LKQ Corp | - | $44.21 | $181,000 | 3,398 | % | 70,000 | 1,080 | 0 | N/A | |
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HST | Host Hotels & Resort Inc | - | $18.89 | $181,000 | 8,763 | % | 27,000 | 865 | 0 | N/A | |
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AMP | Ameriprise Financial Inc | - | $433.55 | $179,000 | 409 | % | 37,000 | 35 | 0 | N/A | |
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UL | Unilever Plc (ADR) | - | $53.51 | $178,000 | 3,550 | % | 34,000 | 590 | 0 | N/A | |
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BEN | Franklin Resources Inc | - | $23.74 | $176,000 | 6,246 | % | -9,000 | 35 | 0 | N/A | |
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PPL | PPL Corp | - | $29.14 | $168,000 | 6,094 | % | 3,000 | 10 | 0 | N/A | |
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STZ | Constellation Brands Inc | - | $261.95 | $160,000 | 588 | % | 36,000 | 75 | 0 | N/A | |
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PLD | ProLogis Inc | - | $107.49 | $157,000 | 1,203 | % | 144,000 | 1,102 | 0 | N/A | |
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CWB | SPDR Barclays Capital Conve... | - | $71.46 | $157,000 | 2,156 | % | 2,000 | 2 | 0 | N/A | |
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PWR | Quanta Services Inc | - | $271.48 | $154,000 | 594 | % | 44,000 | 85 | 0 | N/A | |
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APTV | Aptiv PLC | - | $74.95 | $149,000 | 1,869 | % | 39,000 | 640 | 0 | N/A |
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