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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | 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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BRK.B | Berkshire Hathaway B | - | $406.37 | $45,443,000 | 108,064 | % | 7,185,000 | 798 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $38,363,000 | 91,184 | % | 2,923,000 | -3,062 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $35,621,000 | 207,727 | % | -5,079,000 | -3,671 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $24,634,000 | 122,987 | % | 3,402,000 | -1,834 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $344.50 | $15,687,000 | 42,812 | % | 2,945,000 | -283 | 0 | N/A | |
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IWR | iShares Tr Rssll MidCap Indx | - | $81.56 | $14,759,000 | 175,514 | % | 1,283,000 | 2,145 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.45 | $13,162,000 | 72,280 | % | 1,735,000 | -1,456 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $446.95 | $11,995,000 | 28,717 | % | 804,000 | -292 | 0 | N/A | |
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MCK | McKesson Corp | - | $531.10 | $11,987,000 | 22,329 | % | 1,419,000 | -497 | 0.014 | Drugs Wholesale | |
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JNJ | Johnson & Johnson | - | $148.95 | $11,383,000 | 71,960 | % | 178,000 | 473 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $11,049,000 | 39,187 | % | -826,000 | -863 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $11,032,000 | 72,458 | % | 865,000 | 315 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $10,892,000 | 62,234 | % | 459,000 | 806 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $256.30 | $10,764,000 | 41,418 | % | 1,082,000 | 604 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.94 | $10,678,000 | 93,944 | % | 279,000 | -535 | 0 | N/A | |
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CMI | Cummins Inc | - | $289.06 | $10,581,000 | 35,909 | % | 1,918,000 | -252 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $10,254,000 | 63,199 | % | 1,173,000 | 1,232 | 0 | N/A | |
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ORCL | Oracle Corp | - | $117.39 | $10,165,000 | 80,928 | % | 1,566,000 | -630 | 0 | N/A | |
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DE | Deere & Co | - | $405.42 | $9,698,000 | 23,612 | % | 339,000 | 206 | 0 | N/A | |
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FDX | Fedex Corp | - | $258.01 | $9,387,000 | 32,399 | % | 1,216,000 | 100 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $220.83 | $8,908,000 | 38,970 | % | 668,000 | 345 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $203.78 | $8,421,000 | 40,041 | % | 652,000 | 1,333 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $8,296,000 | 52,594 | % | 796,000 | 2,310 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $7,950,000 | 68,391 | % | 1,243,000 | 1,305 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $515.42 | $7,786,000 | 14,850 | % | 560,000 | -80 | 0 | N/A | |
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BSV | Vanguard Short-Term Bond | - | $76.22 | $7,353,000 | 95,911 | % | 684,000 | 9,327 | 0 | N/A | |
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CVS | CVS/Caremark Corp | - | $54.91 | $6,702,000 | 84,028 | % | -309,000 | -4,765 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $246.27 | $6,328,000 | 26,122 | % | -849,000 | -90 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $242.94 | $6,067,000 | 24,294 | % | 335,000 | -310 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $6,000,000 | 12,129 | % | -338,000 | 91 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $5,872,000 | 21,042 | % | 424,000 | 115 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.59 | $5,867,000 | 23,480 | % | 410,000 | 25 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $70.43 | $5,613,000 | 80,186 | % | -285,000 | -1,250 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.00 | $5,260,000 | 105,398 | % | -132,000 | -1,335 | 0 | N/A | |
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OEF | iShares S&P 100 Index | - | $246.62 | $5,223,000 | 21,110 | % | 463,000 | -200 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $342.82 | $5,011,000 | 14,558 | % | 401,000 | -270 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $4,993,000 | 33,080 | % | 345,000 | -195 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $4,893,000 | 27,127 | % | 861,000 | 590 | 0 | N/A | |
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TRV | Travelers Companies Inc | - | $217.34 | $4,603,000 | 20,000 | % | 700,000 | -491 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $147.77 | $4,256,000 | 28,636 | % | -185,000 | 390 | 0 | N/A | |
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USB | US Bancorp Delaware | - | $41.69 | $4,248,000 | 95,035 | % | 260,000 | 2,900 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $183.95 | $4,176,000 | 23,969 | % | 17,000 | -432 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $61.23 | $3,941,000 | 67,987 | % | 534,000 | -1,240 | 0 | N/A | |
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VYM | Vanguard High Dividend Yiel... | - | $118.59 | $3,938,000 | 32,548 | % | 334,000 | 265 | 0 | N/A | |
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VTV | Vanguard Value VIPERS | - | $159.58 | $3,669,000 | 22,529 | % | 303,000 | 12 | 0 | N/A | |
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VGSH | Vanguard Scottsdale Funds | - | $57.73 | $3,576,000 | 61,574 | % | 262,000 | 4,765 | 0 | N/A | |
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BAC | Bank of America Corp | - | $37.71 | $3,412,000 | 89,977 | % | 703,000 | 9,525 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.44 | $3,387,000 | 27,679 | % | 721,000 | -1,852 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $129.83 | $3,361,000 | 26,290 | % | 491,000 | 2,560 | 0 | N/A | |
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HSY | Hershey Foods Corp | - | $199.96 | $3,344,000 | 17,192 | % | 130,000 | -45 | 0 | N/A | |
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BN | BROOKFIELD Corp | - | $43.99 | $3,319,000 | 79,280 | % | 224,000 | 2,125 | 0 | N/A | |
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GLW | Corning Inc | - | $33.93 | $3,199,000 | 97,049 | % | 53,000 | -6,268 | 0 | N/A | |
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EES | WisdomTree SmallCap Earnings | - | $48.51 | $3,147,000 | 62,787 | % | -6,000 | -496 | 0 | N/A | |
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VCSH | Vanguard Scottsdale Funds | - | $76.92 | $2,896,000 | 37,454 | % | 601,000 | 7,787 | 0 | N/A | |
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EZM | WisdomTree MidCap Earnings | - | $59.04 | $2,818,000 | 46,180 | % | 86,000 | -1,424 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | - | $186.44 | $2,684,000 | 13,989 | % | 307,000 | 780 | 0 | N/A | |
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MS | Morgan Stanley | - | $95.64 | $2,570,000 | 27,290 | % | -12,000 | -400 | 0 | N/A | |
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IBM | International Business Mach... | - | $169.90 | $2,350,000 | 12,305 | % | 302,000 | -216 | 0 | N/A | |
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GIS | General Mills Inc | - | $69.53 | $2,314,000 | 33,078 | % | 131,000 | -430 | 0 | N/A | |
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C | Citigroup Inc | - | $62.75 | $2,130,000 | 33,689 | % | 501,000 | 2,020 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $96.26 | $2,121,000 | 21,660 | % | -60,000 | -319 | 0 | N/A | |
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MTB | M&T Bank Corp | - | $151.26 | $2,081,000 | 14,308 | % | 282,000 | 1,181 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $73.50 | $2,070,000 | 22,655 | % | -71,000 | 360 | 0 | N/A | |
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BND | Vanguard Total Bond Market ETF | - | $71.39 | $2,052,000 | 28,254 | % | -109,000 | -1,127 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $1,998,000 | 4,156 | % | 184,000 | 4 | 0 | N/A | |
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MMM | 3M Co | - | $96.35 | $1,926,000 | 18,160 | % | -314,000 | -2,333 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.48 | $1,862,000 | 44,370 | % | 38,000 | -4,010 | 0 | N/A | |
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BBT | Truist Financial Corp | - | $35.64 | $1,844,000 | 47,313 | % | 7,000 | -2,431 | 0.004 | Domestic Regional Banks | |
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VXUS | Vanguard Total Internationa... | - | $60.60 | $1,807,000 | 29,975 | % | 132,000 | 1,070 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $1,803,000 | 16,316 | % | 412,000 | 3,462 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $1,793,000 | 3,428 | % | 156,000 | -17 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $778.33 | $1,780,000 | 2,135 | % | 71,000 | 30 | 0 | N/A | |
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VOE | Vanguard Mid-Cap Value ETF | - | $152.47 | $1,767,000 | 11,336 | % | 262,000 | 960 | 0 | N/A | |
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DLN | WisdomTree LargeCap Dividen... | - | $70.09 | $1,657,000 | 22,960 | % | 133,000 | 0 | 0 | N/A | |
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SJM | JM Smucker Company | - | $113.00 | $1,620,000 | 12,873 | % | 35,000 | 334 | 0 | N/A | |
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ERIE | Erie Indemnity Co | - | $404.50 | $1,612,000 | 4,014 | % | 224,000 | -130 | 0 | N/A | |
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COF | Capital One Financial Corp | - | $142.83 | $1,519,000 | 10,200 | % | 198,000 | 125 | 0 | N/A | |
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DON | Wisdom Tree Trust MidCap Di... | - | $46.58 | $1,478,000 | 30,306 | % | 100,000 | 140 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $232.07 | $1,431,000 | 5,618 | % | 138,000 | -190 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $1,414,000 | 3,685 | % | 109,000 | -80 | 0 | N/A | |
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PFF | iShares S&P U.S. Preferred ... | - | $31.29 | $1,379,000 | 42,801 | % | -55,000 | -3,189 | 0 | N/A | |
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MA | MasterCard Inc A | - | $454.77 | $1,363,000 | 2,830 | % | 156,000 | 0 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | - | $50.26 | $1,288,000 | 25,450 | % | 504,000 | 10,100 | 0 | N/A | |
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T | AT&T Corp | - | $17.11 | $1,237,000 | 70,305 | % | -22,000 | -4,711 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $1,185,000 | 19,505 | % | 351,000 | 16,497 | 0 | N/A | |
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D | Dominion Energy Inc | - | $52.15 | $1,007,000 | 20,473 | % | -59,000 | -2,200 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.85 | $986,000 | 16,109 | % | 145,000 | 1,845 | 0 | N/A | |
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JCI | Johnson Controls Internatio... | - | $65.24 | $956,000 | 14,631 | % | 82,000 | -525 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $953,000 | 3,875 | % | 1,000 | 0 | 0 | N/A | |
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AXP | American Express Co | - | $236.24 | $891,000 | 3,913 | % | 158,000 | 0 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $519.81 | $836,000 | 1,591 | % | 52,000 | -50 | 0 | N/A | |
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IWN | iShares Russell 2000 Value | - | $155.37 | $789,000 | 4,966 | % | 31,000 | 85 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $787,000 | 1,560 | % | -150,000 | -10 | 0 | N/A | |
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IVW | ishares tr S&P 500 BARRA GR | - | $84.43 | $755,000 | 8,945 | % | 59,000 | -325 | 0 | N/A | |
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ZBH | Zimmer Holdings Inc | - | $120.85 | $695,000 | 5,263 | % | 1,000 | -440 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $39.05 | $694,000 | 15,999 | % | 6,000 | 304 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $668,000 | 912 | % | 69,000 | 5 | 0 | N/A | |
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K | Kellanova | - | $62.33 | $665,000 | 11,616 | % | -57,000 | -1,290 | 0 | N/A | |
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BAM | Brookfield Asset Management... | - | $39.15 | $636,000 | 15,140 | % | -7,000 | -874 | 0 | N/A | |
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STT | State Street Corp | - | $75.32 | $621,000 | 8,032 | % | -83,000 | -1,055 | 0 | N/A |
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