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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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VV | Vanguard Large Cap VIPERS | - | $237.30 | $73,711,000 | 307,438 | % | 10,886,000 | 19,450 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.64 | $61,162,000 | 244,787 | % | 5,068,000 | 3,669 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $221.77 | $59,876,000 | 261,934 | % | 5,209,000 | 5,680 | 0 | N/A | |
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AAPL | Apple Inc | - | $181.71 | $41,530,000 | 242,185 | % | -4,861,000 | 1,231 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $204.51 | $41,284,000 | 196,309 | % | 2,224,000 | 1,699 | 0 | N/A | |
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MDY | Standrd Poor Mdcp 400 SPDR | - | $542.79 | $38,371,000 | 68,964 | % | 3,437,000 | 111 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.70 | $36,435,000 | 201,991 | % | 6,215,000 | 3,094 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $38.83 | $32,630,000 | 836,231 | % | 4,745,000 | 81,764 | 0 | N/A | |
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ACN | Accenture Plc | - | $306.06 | $31,434,000 | 90,689 | % | -245,000 | 413 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $474.72 | $31,420,000 | 65,363 | % | 3,258,000 | 889 | 0 | N/A | |
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WM | Waste Management Inc | - | $210.56 | $29,742,000 | 139,535 | % | 4,872,000 | 673 | 0 | N/A | |
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V | Visa Inc | - | $272.67 | $28,956,000 | 103,756 | % | 2,125,000 | 698 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $275.63 | $25,635,000 | 85,116 | % | 3,313,000 | 288 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $726.56 | $23,700,000 | 31,086 | % | 1,925,000 | 264 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $23,542,000 | 58,989 | % | 3,875,000 | 692 | 0.017 | Medical Appliances & ... | |
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BLK | BlackRock Inc A | - | $774.64 | $23,185,000 | 27,810 | % | 744,000 | 167 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $22,608,000 | 204,556 | % | 1,512,000 | 9,678 | 0 | N/A | |
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SPGI | S&P Global Inc | - | $425.76 | $21,229,000 | 49,897 | % | -292,000 | 1,043 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $494.38 | $20,794,000 | 42,033 | % | -1,260,000 | 142 | 0 | N/A | |
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ZTS | Zoetis Inc. | - | $165.95 | $20,523,000 | 121,290 | % | -1,306,000 | 10,692 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $231.70 | $20,104,000 | 78,923 | % | 2,664,000 | 559 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $97.45 | $19,053,000 | 187,859 | % | 2,247,000 | 8,713 | 0 | N/A | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $79.46 | $18,179,000 | 227,637 | % | 2,130,000 | 14,641 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $17,956,000 | 357,901 | % | 2,135,000 | 27,609 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $465.68 | $16,964,000 | 34,936 | % | 6,320,000 | 4,866 | 0 | N/A | |
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MCD | McDonalds Corp | - | $269.30 | $16,619,000 | 58,944 | % | -460,000 | 1,343 | 0 | N/A | |
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MSCI | Msci Inc | - | $475.49 | $16,612,000 | 29,640 | % | -130,000 | 43 | 0 | N/A | |
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ASML | ASML Holding N.V. (ADR) | - | $0.00 | $16,541,000 | 17,044 | % | 3,667,000 | 35 | 0 | N/A | |
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DHR | Danaher Corp | - | $247.40 | $15,939,000 | 63,828 | % | 2,088,000 | 3,953 | 0 | N/A | |
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ISTB | Ishares Core Short Term Us ... | - | $47.11 | $15,814,000 | 333,345 | % | 2,566,000 | 54,784 | 0 | N/A | |
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CME | CME Group Inc | - | $208.00 | $14,733,000 | 68,434 | % | 569,000 | 1,180 | 0 | N/A | |
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IDXX | Idexx Laboratories Inc | - | $476.87 | $14,704,000 | 27,234 | % | -377,000 | 63 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $573.55 | $14,406,000 | 24,787 | % | 2,282,000 | 1,945 | 0 | N/A | |
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SCHM | Schwab U.S. Mid-Cap Etf | - | $79.09 | $13,529,000 | 166,147 | % | 1,146,000 | 1,743 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $148.58 | $13,410,000 | 84,774 | % | 483,000 | 2,300 | 0 | N/A | |
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RSG | Republic Services Inc | - | $186.71 | $13,129,000 | 68,579 | % | 1,821,000 | 10 | 0 | N/A | |
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NSC | Norfolk Southern Corp | - | $249.65 | $12,938,000 | 50,762 | % | 941,000 | 10 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $404.92 | $12,708,000 | 30,219 | % | 1,960,000 | 83 | 0 | N/A | |
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VCSH | Vanguard Scottsdale Funds | - | $76.93 | $12,671,000 | 163,894 | % | 2,195,000 | 28,487 | 0 | N/A | |
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ROP | Roper Industries Inc | - | $515.54 | $12,269,000 | 21,877 | % | 410,000 | 124 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.32 | $11,841,000 | 194,941 | % | 1,867,000 | 158,953 | 0 | N/A | |
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DIA | Diamonds Trust | - | $388.45 | $11,628,000 | 29,234 | % | 1,241,000 | 1,674 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $242.74 | $11,473,000 | 45,939 | % | 948,000 | 761 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.30 | $11,026,000 | 69,900 | % | 1,082,000 | 3,231 | 0 | N/A | |
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RMD | ResMed Inc | - | $216.94 | $9,993,000 | 50,462 | % | 3,749,000 | 14,161 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $182.78 | $9,603,000 | 47,659 | % | 9,567,000 | 47,419 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,310.31 | $9,364,000 | 7,065 | % | 3,353,000 | 1,680 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $8,722,000 | 144,961 | % | 1,109,000 | 96,673 | 0 | N/A | |
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TSCO | Tractor Supply Co | - | $269.54 | $8,711,000 | 33,285 | % | 1,715,000 | 750 | 0 | N/A | |
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IJT | iShares S&P SC600 BR Gr Indx | - | $129.12 | $8,589,000 | 65,700 | % | 1,775,000 | 11,250 | 0 | N/A | |
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CHD | Church & Dwight Co Inc | - | $105.41 | $8,090,000 | 77,554 | % | 807,000 | 538 | 0 | N/A | |
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SHW | Sherwin Williams Co | - | $314.99 | $7,513,000 | 21,631 | % | 1,109,000 | 1,099 | 0 | N/A | |
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TSM | Taiwan Semiconductor Mfg. C... | - | $142.83 | $7,207,000 | 52,975 | % | 2,268,000 | 5,485 | 0 | N/A | |
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TDG | Transdigm Group Inc | - | $1,301.63 | $6,893,000 | 5,597 | % | 3,920,000 | 2,658 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $924.54 | $6,261,000 | 6,444 | % | 2,027,000 | 1,038 | 0 | N/A | |
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TM | Toyota Motor Corporation (ADR) | - | $232.88 | $5,932,000 | 23,570 | % | 1,676,000 | 360 | 0 | N/A | |
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EWJ | iShares MSCI-Japan | - | $69.67 | $5,324,000 | 74,615 | % | 547,000 | 145 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $162.73 | $4,835,000 | 26,554 | % | 1,688,000 | 6,249 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $47.98 | $4,578,000 | 92,977 | % | 234,000 | 1,012 | 0 | N/A | |
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BP | BP Plc (ADR) | - | $39.04 | $4,530,000 | 120,225 | % | 294,000 | 550 | 0 | N/A | |
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SCHW | Charles Schwab Corp | - | $76.86 | $4,449,000 | 61,499 | % | 292,000 | 1,075 | 0 | N/A | |
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ECL | Ecolab Inc | - | $228.95 | $3,891,000 | 16,852 | % | 743,000 | 982 | 0 | N/A | |
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MELI | Mercadolibre Inc | - | $1,653.85 | $3,676,000 | 2,431 | % | 303,000 | 285 | 0 | N/A | |
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ODFL | Old Dominion Freight Line Inc | - | $195.06 | $3,625,000 | 16,530 | % | 569,000 | 8,990 | 0.014 | Trucking | |
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SHEL | Shell plc | - | $72.78 | $3,278,000 | 48,895 | % | 329,000 | 4,070 | 0 | N/A | |
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ORCL | Oracle Corp | - | $118.34 | $3,270,000 | 26,033 | % | 3,015,000 | 23,618 | 0 | N/A | |
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BIN | Waste Connections, Inc | - | $166.61 | $3,076,000 | 17,882 | % | 2,270,000 | 12,482 | 0 | N/A | |
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HSY | Hershey Foods Corp | - | $196.49 | $3,060,000 | 15,734 | % | 244,000 | 629 | 0 | N/A | |
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GRMN | Garmin Ltd | - | $167.88 | $2,565,000 | 17,231 | % | 1,767,000 | 11,021 | 0 | N/A | |
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ANET | Arista Networks, Inc. | - | $278.82 | $2,503,000 | 8,630 | % | 526,000 | 235 | 0 | N/A | |
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AZN | AstraZeneca Plc (ADR) | - | $75.76 | $2,300,000 | 33,945 | % | 2,290,000 | 33,790 | 0 | N/A | |
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ICLR | ICON plc (ADR) | - | $315.14 | $2,249,000 | 6,695 | % | 1,446,000 | 3,860 | 0 | N/A | |
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INTU | Intuit Inc | - | $634.64 | $1,976,000 | 3,040 | % | 378,000 | 484 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $1,913,000 | 14,560 | % | 10,000 | 25 | 0 | N/A | |
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CRWD | Crowdstrike Holdings, Inc. | - | $317.81 | $1,824,000 | 5,690 | % | 554,000 | 715 | 0 | N/A | |
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PANW | Palo Alto Networks Inc | - | $300.57 | $1,631,000 | 5,741 | % | 50,000 | 381 | 0 | N/A | |
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BUD | Anheuser-Busch InBev SA | - | $59.59 | $1,427,000 | 23,475 | % | -6,000 | 1,300 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $38.49 | $1,366,000 | 31,505 | % | 48,000 | 1,442 | 0 | N/A | |
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LULU | Lululemon Athletica Inc | - | $350.24 | $1,358,000 | 3,475 | % | 409,000 | 1,619 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $146.67 | $1,204,000 | 8,103 | % | -5,000 | 414 | 0 | N/A | |
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WST | West Pharmaceutical Service... | - | $366.54 | $1,131,000 | 2,858 | % | 533,000 | 1,159 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $178.04 | $1,111,000 | 6,082 | % | 292,000 | 1,276 | 0 | N/A | |
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BKNG | Booking Holdings Inc | - | $3,598.41 | $1,107,000 | 305 | % | 114,000 | 25 | 0 | N/A | |
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GD | General Dynamics Corp | - | $291.38 | $1,050,000 | 3,717 | % | 113,000 | 110 | 0 | N/A | |
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EW | Edwards Lifesciences Corp | - | $29.12 | $1,023,000 | 10,705 | % | 503,000 | 3,887 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $256.25 | $1,001,000 | 3,851 | % | 150,000 | 263 | 0 | N/A | |
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CDNS | Cadence Design Systems Inc | - | $285.19 | $952,000 | 3,058 | % | 167,000 | 175 | 0 | N/A | |
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NFLX | Netflix Inc | - | $596.97 | $942,000 | 1,551 | % | 199,000 | 25 | 0 | N/A | |
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LPLA | LPL Investment Holdings Inc | - | $272.65 | $916,000 | 3,467 | % | 135,000 | 35 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $766.68 | $734,000 | 944 | % | 487,000 | 521 | 0 | N/A | |
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GWW | WW Grainger Inc | - | $940.04 | $722,000 | 710 | % | 150,000 | 20 | 0 | N/A | |
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SQ | Square Inc | - | $73.53 | $685,000 | 8,100 | % | 66,000 | 100 | 0 | N/A | |
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VEEV | Veeva Systems Inc | - | $203.14 | $607,000 | 2,622 | % | 165,000 | 325 | 0 | N/A | |
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SNOW | Snowflake Inc. | - | $163.68 | $582,000 | 3,603 | % | 26,000 | 808 | 0 | N/A | |
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ROL | Rollins Inc | - | $47.10 | $582,000 | 12,587 | % | 118,000 | 1,960 | 0 | N/A | |
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CELH | Celsius Holdings Inc | - | $78.33 | $538,000 | 6,486 | % | 239,000 | 1,009 | 0 | N/A | |
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ESGD | Ishares Trust Ishares Msci ... | - | $79.72 | $529,000 | 6,626 | % | 59,000 | 407 | 0 | N/A | |
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ROST | Ross Stores Inc | - | $132.48 | $422,000 | 2,875 | % | 67,000 | 310 | 0 | N/A | |
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CASY | Caseys General Stores Inc | - | $323.20 | $417,000 | 1,308 | % | 154,000 | 350 | 0 | N/A | |
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ESGU | Ishares Msci Usa Esg Optimized | - | $0.00 | $398,000 | 3,465 | % | 54,000 | 183 | 0 | N/A |
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