Financial Connections Group, Inc. Top Holdings and 13F Report (2023)

About Financial Connections Group, Inc.

Investment Activity

  • Financial Connections Group, Inc. has $91.30 thousand in total holdings as of September 30, 2023.
  • Financial Connections Group, Inc. owns shares of 165 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 9.08% of the portfolio was purchased this quarter.
  • About 84.44% of the portfolio was sold this quarter.
  • This quarter, Financial Connections Group, Inc. has purchased 237 new stocks and bought additional shares in 46 stocks.
  • Financial Connections Group, Inc. sold shares of 27 stocks and completely divested from 118 stocks this quarter.

Largest New Holdings this Quarter

MANAGER DIRECTED PORTFOLIOS
$37 Holding
2023 ETF SERIES TRUST II
$30 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF
88,051 shares (about $3.22K)
T. Rowe Price Dividend Growth ETF
24,290 shares (about $923.16)
Dimensional International Value ETF
19,194 shares (about $705.40)
Dimensional World ex U.S. Core Equity 2 ETF
27,073 shares (about $688.74)

Largest Sales this Quarter

JPMorgan Active Value ETF
11,969 shares (about $717.35)
NVIDIA
761 shares (about $696.51)
Dimensional U.S. Small Cap ETF
7,602 shares (about $474.01)
Alphabet
3,000 shares (about $462.50)
Meta Platforms
737 shares (about $359.25)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Connections Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$25,608$3,217 14.4%700,80228.0%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$9,604$689 7.7%377,51510.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$9,046$705 8.5%246,1439.9%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$8,322$226 2.8%184,3139.1%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$4,418$468 11.9%25,7644.8%Computer and Technology
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$4,144$311 8.1%60,8124.5%Manufacturing
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$4,055$37 -0.9%80,3644.4%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$3,129$600 23.7%73,0513.4%ETF
T. Rowe Price Dividend Growth ETF stock logo
TDVG
T. Rowe Price Dividend Growth ETF
$3,014$923 44.2%79,3043.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$2,995$474 -13.7%48,0333.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,066$37 -1.8%57,6352.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,039$150 -6.8%4,8472.2%Finance
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$1,729$87 -4.8%42,9241.9%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$713$12 1.7%14,0510.8%ETF
PGIM Active High Yield Bond ETF stock logo
PHYL
PGIM Active High Yield Bond ETF
$698$125 -15.2%19,9230.8%ETF
PYLD
PIMCO Multi Sector Bond Active ETF
$669$210 45.9%25,9430.7%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$648$35 -5.1%15,5650.7%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$646$42 6.9%18,7520.7%ETF
JAVA
JPMorgan Active Value ETF
$565$717 -55.9%9,4270.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$505$32 6.7%11,0610.6%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$4310.0%2,4480.5%Auto/Tires/Trucks
TBUX
T. Rowe Price Ultra Short-Term Bond ETF
$412$20 -4.7%8,3470.5%ETF
Oracle Co. stock logo
ORCL
Oracle
$366$5 1.4%2,9060.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$362$28 -7.1%2,3920.4%Computer and Technology
DFSI
Dimensional International Sustainability Core 1 ETF
$350$168 91.9%10,3690.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$324$40 14.2%1,7920.4%Retail/Wholesale
TEQI
T. Rowe Price Equity Income ETF
$229$80 -25.8%5,7520.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$200$9 4.6%1,0940.2%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$187$3 1.4%3570.2%Finance
Visa Inc. stock logo
V
Visa
$185$251 -57.6%6620.2%Business Services
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1620.0%2,8390.2%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$144$7 4.9%2,8810.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$136$359 -72.5%2790.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$129$7 6.1%1,1300.1%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$1260.0%4160.1%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$124$5 4.5%3,2540.1%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$112$1 -0.9%1,8110.1%ETF
TFLR
T. Rowe Price Floating Rate ETF
$108$168 -60.9%2,0720.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$107$6 6.4%2150.1%Medical
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$106$15 16.7%3,5010.1%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$102$3 2.8%1,5930.1%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$84$6 7.4%4060.1%Computer and Technology
American Express stock logo
AXP
American Express
$77$346 -81.8%3340.1%Finance
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$74$72 2,928.4%2,2410.1%Manufacturing
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$680.0%1,3500.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$67$3 4.8%1090.1%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$670.0%870.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$650.0%4880.1%Medical
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$65$2 -2.4%1,1800.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$640.0%1420.1%Finance
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$63$6 -9.0%1,3600.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$60$60 New Holding8000.1%ETF
Adobe Inc. stock logo
ADBE
Adobe
$580.0%1130.1%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$560.0%2230.1%Business Services
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$560.0%5080.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$54$697 -92.8%590.1%Computer and Technology
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$47$0 0.1%7040.1%ETF
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$460.0%840.1%Medical
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$42$42 New Holding7250.0%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$40$210 -84.0%1970.0%Finance
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$390.0%4010.0%Industrial Products
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$39$4 11.6%4800.0%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$380.0%330.0%Retail/Wholesale
MANAGER DIRECTED PORTFOLIOS
$37$37 New Holding1,5290.0%VERT GLB SUST RE
Alphabet Inc. stock logo
GOOG
Alphabet
$37$463 -92.6%2400.0%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$33$3 9.4%930.0%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$33$130 -79.8%810.0%Medical
2023 ETF SERIES TRUST II
$30$30 New Holding1,0000.0%GMO US QUALITY E
GSK plc stock logo
GSK
GSK
$260.0%5930.0%Medical
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$24$24 New Holding3650.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$240.0%1160.0%Finance
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$23$0 0.6%1700.0%Medical
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$23$23 New Holding6900.0%ETF
Arbor Realty Trust, Inc. stock logo
ABR
Arbor Realty Trust
$22$1 3.4%1,6170.0%Finance
Energy Transfer LP stock logo
ET
Energy Transfer
$21$0 2.2%1,2980.0%Oils/Energy
Duke Energy Co. stock logo
DUK
Duke Energy
$19$0 0.5%1880.0%Utilities
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$19$4 -17.6%750.0%Basic Materials
American Water Works Company, Inc. stock logo
AWK
American Water Works
$180.0%1410.0%Utilities
Comcast Co. stock logo
CMCSA
Comcast
$180.0%3960.0%Consumer Discretionary
Corteva, Inc. stock logo
CTVA
Corteva
$18$48 -72.8%3110.0%Consumer Staples
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$180.0%310.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$18$18 New Holding2000.0%ETF
UWM Holdings Co. stock logo
UWMC
UWM
$18$0 1.5%2,4630.0%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$170.0%900.0%Finance
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$170.0%7150.0%Business Services
Annaly Capital Management, Inc. stock logo
NLY
Annaly Capital Management
$170.0%8220.0%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$16$0 0.6%6700.0%ETF
TOUS
T. Rowe Price International Equity ETF
$16$16 New Holding5490.0%ETF
Xylem Inc. stock logo
XYL
Xylem
$15$0 0.9%1100.0%Industrial Products
ELQD
iShares ESG Advanced Investment Grade Corporate Bond ETF
$15$15 New Holding1720.0%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$15$15 New Holding5000.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$15$4 32.9%2870.0%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$14$14 New Holding1130.0%Oils/Energy
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$14$1 3.8%1,3630.0%Finance
Vale S.A. stock logo
VALE
Vale
$130.0%1,0000.0%Basic Materials
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$120.0%3860.0%ETF
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$120.0%3000.0%Utilities
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$12$12 New Holding1850.0%ETF
PG&E Co. stock logo
PCG
PG&E
$11$9 500.0%6000.0%Utilities
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$11$0 2.5%6580.0%Finance
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$10$10 New Holding210.0%Finance
American International Group, Inc. stock logo
AIG
American International Group
$10$10 New Holding1200.0%Finance
Enbridge Inc. stock logo
ENB
Enbridge
$100.0%2640.0%Oils/Energy
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$100.0%1150.0%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$90.0%3500.0%ETF
CME Group Inc. stock logo
CME
CME Group
$8$8 New Holding340.0%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$80.0%600.0%Oils/Energy
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$8$8 New Holding290.0%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$8$8 New Holding1300.0%Oils/Energy
HubSpot, Inc. stock logo
HUBS
HubSpot
$8$8 New Holding120.0%Computer and Technology
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$80.0%1000.0%Manufacturing
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$80.0%1000.0%ETF
VERALTO CORP
$7$7 New Holding680.0%COM SHS
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$7$7 New Holding800.0%Computer and Technology
Sumitomo Mitsui Financial Group, Inc. stock logo
SMFG
Sumitomo Mitsui Financial Group
$7$0 0.2%5620.0%Finance
The Boeing Company stock logo
BA
Boeing
$7$3 -30.6%340.0%Aerospace
Amphenol Co. stock logo
APH
Amphenol
$7$7 New Holding600.0%Computer and Technology
Assurant, Inc. stock logo
AIZ
Assurant
$7$7 New Holding370.0%Finance
Align Technology, Inc. stock logo
ALGN
Align Technology
$7$7 New Holding190.0%Medical
Constellation Energy Co. stock logo
CEG
Constellation Energy
$6$6 New Holding290.0%Oils/Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$6$6 New Holding70.0%Retail/Wholesale
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$6$6 New Holding1200.0%Basic Materials
S&P Global Inc. stock logo
SPGI
S&P Global
$6$6 New Holding140.0%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$6$118 -95.1%120.0%Business Services
International Game Technology PLC stock logo
IGT
International Game Technology
$5$5 New Holding2000.0%Consumer Discretionary
EQT Co. stock logo
EQT
EQT
$5$5 New Holding1300.0%Oils/Energy
Elevance Health, Inc. stock logo
ELV
Elevance Health
$5$5 New Holding90.0%Medical
DRDGOLD Limited stock logo
DRD
DRDGOLD
$5$0 0.2%5380.0%Basic Materials
AT&T Inc. stock logo
T
AT&T
$5$5 1,733.3%2750.0%Computer and Technology
NETZ
TCW Transform Systems ETF
$5$0 1.7%610.0%ETF
TCW Transform 500 ETF stock logo
VOTE
TCW Transform 500 ETF
$5$0 2.9%700.0%ETF
Ares Management Co. stock logo
ARES
Ares Management
$4$4 New Holding300.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$4$4 New Holding30.0%Computer and Technology
Baker Hughes stock logo
BKR
Baker Hughes
$4$4 New Holding900.0%Oils/Energy
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$4$4 New Holding400.0%Computer and Technology
Everest Group, Ltd. stock logo
EG
Everest Group
$4$4 New Holding90.0%Finance
Exelon Co. stock logo
EXC
Exelon
$4$4 New Holding930.0%Utilities
Shopify Inc. stock logo
SHOP
Shopify
$4$4 New Holding400.0%Computer and Technology
Sibanye Stillwater Limited stock logo
SBSW
Sibanye Stillwater
$30.0%5000.0%Basic Materials
SuRo Capital Corp. stock logo
SSSS
SuRo Capital
$30.0%5000.0%Finance
Synchrony Financial stock logo
SYF
Synchrony Financial
$3$3 New Holding500.0%Finance
Regions Financial Co. stock logo
RF
Regions Financial
$30.0%1350.0%Finance
PBD
Invesco Global Clean Energy ETF
$30.0%2000.0%ETF
Invesco S&P 500 Pure Value ETF stock logo
RPV
Invesco S&P 500 Pure Value ETF
$3$3 New Holding250.0%ETF
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$30.0%500.0%Computer and Technology
CSX Co. stock logo
CSX
CSX
$3$3 New Holding700.0%Transportation
Chewy, Inc. stock logo
CHWY
Chewy
$3$3 New Holding1700.0%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$20.0%100.0%Computer and Technology
Kontoor Brands, Inc. stock logo
KTB
Kontoor Brands
$20.0%320.0%Consumer Discretionary
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$20.0%1000.0%Auto/Tires/Trucks
Nu Skin Enterprises, Inc. stock logo
NUS
Nu Skin Enterprises
$2$0 0.9%1100.0%Consumer Staples
Twilio Inc. stock logo
TWLO
Twilio
$2$2 New Holding300.0%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2$2 New Holding330.0%ETF
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$1$1 New Holding50.0%Transportation
ZIM Integrated Shipping Services Ltd. stock logo
ZIM
ZIM Integrated Shipping Services
$1$2 -66.0%500.0%Transportation
V2X, Inc. stock logo
VVX
V2X
$10.0%60.0%Business Services
Transocean Ltd. stock logo
RIG
Transocean
$1$1 New Holding1000.0%Oils/Energy
Organon & Co. stock logo
OGN
Organon & Co.
$10.0%140.0%Medical
ProShares Ultra Bloomberg Crude Oil stock logo
UCO
ProShares Ultra Bloomberg Crude Oil
$10.0%50.0%ETF
Snap Inc. stock logo
SNAP
Snap
$10.0%200.0%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$1$1 New Holding10.0%JPMORGAM LTD DUR
Alcon Inc. stock logo
ALC
Alcon
$10.0%40.0%Medical
Corsair Gaming, Inc. stock logo
CRSR
Corsair Gaming
$10.0%600.0%Consumer Discretionary
GameStop Corp. stock logo
GME
GameStop
$10.0%80.0%Retail/Wholesale
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$10.0%80.0%Medical
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$0$15,499 -100.0%00.0%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$0$12,274 -100.0%00.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$0$11,169 -100.0%00.0%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$0$6,887 -100.0%00.0%ETF
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$0$5,092 -100.0%00.0%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$0$3,606 -100.0%00.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$0$3,108 -100.0%00.0%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$0$2,348 -100.0%00.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$0$1,539 -100.0%00.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$0$1,508 -100.0%00.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$0$1,323 -100.0%00.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$1,258 -100.0%00.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$838 -100.0%00.0%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$0$450 -100.0%00.0%Transportation
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$0$383 -100.0%00.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$0$362 -100.0%00.0%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$348 -100.0%00.0%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$0$335 -100.0%00.0%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$0$232 -100.0%00.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$0$206 -100.0%00.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$0$199 -100.0%00.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$161 -100.0%00.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$158 -100.0%00.0%ETF
The Progressive Co. stock logo
PGR
Progressive
$0$157 -100.0%00.0%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$0$152 -100.0%00.0%ETF
3M stock logo
MMM
3M
$0$131 -100.0%00.0%Multi-Sector Conglomerates
Boston Scientific Co. stock logo
BSX
Boston Scientific
$0$118 -100.0%00.0%Medical
Amgen Inc. stock logo
AMGN
Amgen
$0$115 -100.0%00.0%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$109 -100.0%00.0%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$103 -100.0%00.0%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$0$102 -100.0%00.0%Medical
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$0$102 -100.0%00.0%Utilities
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$0$100 -100.0%00.0%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$0$97 -100.0%00.0%Industrial Products
Rapid7, Inc. stock logo
RPD
Rapid7
$0$95 -100.0%00.0%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$0$92 -100.0%00.0%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$0$89 -100.0%00.0%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$0$81 -100.0%00.0%Utilities
Citigroup Inc. stock logo
C
Citigroup
$0$65 -100.0%00.0%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$0$60 -100.0%00.0%Medical
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$0$60 -100.0%00.0%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$0$58 -100.0%00.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$0$58 -100.0%00.0%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$0$56 -100.0%00.0%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$0$55 -100.0%00.0%Consumer Discretionary
iShares ESG Advanced MSCI EM ETF stock logo
EMXF
iShares ESG Advanced MSCI EM ETF
$0$53 -100.0%00.0%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$53 -100.0%00.0%Medical
Intel Co. stock logo
INTC
Intel
$0$52 -100.0%00.0%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$47 -100.0%00.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$44 -100.0%00.0%Consumer Staples
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$0$41 -100.0%00.0%ETF
Danaher Co. stock logo
DHR
Danaher
$0$41 -100.0%00.0%Multi-Sector Conglomerates
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$0$40 -100.0%00.0%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$0$38 -100.0%00.0%Consumer Staples
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$0$38 -100.0%00.0%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$0$38 -100.0%00.0%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$0$37 -100.0%00.0%Multi-Sector Conglomerates
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$0$34 -100.0%00.0%Transportation
Sempra stock logo
SRE
Sempra
$0$34 -100.0%00.0%Utilities
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$0$32 -100.0%00.0%ETF
FMC Co. stock logo
FMC
FMC
$0$31 -100.0%00.0%Basic Materials
PPG Industries, Inc. stock logo
PPG
PPG Industries
$0$30 -100.0%00.0%Basic Materials
Flowers Foods, Inc. stock logo
FLO
Flowers Foods
$0$30 -100.0%00.0%Consumer Staples
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$0$28 -100.0%00.0%Industrial Products
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$28 -100.0%00.0%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$0$28 -100.0%00.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$0$24 -100.0%00.0%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$0$21 -100.0%00.0%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$0$21 -100.0%00.0%Aerospace
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$0$20 -100.0%00.0%Finance
Stryker Co. stock logo
SYK
Stryker
$0$19 -100.0%00.0%Medical
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$0$19 -100.0%00.0%ETF
Chevron Co. stock logo
CVX
Chevron
$0$18 -100.0%00.0%Oils/Energy
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$0$18 -100.0%00.0%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$16 -100.0%00.0%Retail/Wholesale
Onsemi stock logo
ON
Onsemi
$0$16 -100.0%00.0%Computer and Technology
NUEM
Nuveen ESG Emerging Markets Equity ETF
$0$14 -100.0%00.0%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$0$13 -100.0%00.0%Manufacturing
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$0$13 -100.0%00.0%ETF
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$0$12 -100.0%00.0%Consumer Discretionary
VEGI
iShares MSCI Agriculture Producers ETF
$0$11 -100.0%00.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$0$11 -100.0%00.0%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$0$9 -100.0%00.0%Oils/Energy
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$0$9 -100.0%00.0%Manufacturing
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$0$9 -100.0%00.0%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$0$7 -100.0%00.0%Transportation
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$0$7 -100.0%00.0%ETF
Haleon plc stock logo
HLN
Haleon
$0$6 -100.0%00.0%Medical
HSBC Holdings plc stock logo
HSBC
HSBC
$0$5 -100.0%00.0%Finance
NIKE, Inc. stock logo
NKE
NIKE
$0$5 -100.0%00.0%Consumer Discretionary
Vanguard Extended Duration Treasury ETF stock logo
EDV
Vanguard Extended Duration Treasury ETF
$0$5 -100.0%00.0%ETF
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$0$5 -100.0%00.0%Transportation
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$0$4 -100.0%00.0%Utilities
General Electric stock logo
GE
General Electric
$0$3 -100.0%00.0%Transportation
Corning Incorporated stock logo
GLW
Corning
$0$3 -100.0%00.0%Computer and Technology
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$0$3 -100.0%00.0%Consumer Discretionary
AstraZeneca PLC stock logo
AZN
AstraZeneca
$0$3 -100.0%00.0%Medical
Phillips 66 stock logo
PSX
Phillips 66
$0$3 -100.0%00.0%Oils/Energy
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$0$2 -100.0%00.0%Consumer Staples
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$0$2 -100.0%00.0%Computer and Technology
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$0$2 -100.0%00.0%Aerospace
Harvard Bioscience, Inc. stock logo
HBIO
Harvard Bioscience
$0$1 -100.0%00.0%Computer and Technology
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$0$1 -100.0%00.0%Retail/Wholesale
Opendoor Technologies Inc. stock logo
OPEN
Opendoor Technologies
$0$1 -100.0%00.0%Business Services
VACCINEX INC
$0-100.0%00.0%COM
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$0-100.0%00.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$0-100.0%00.0%ETF
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$0-100.0%00.0%Consumer Discretionary
DFIP
Dimensional Inflation-Protected Securities ETF
$0-100.0%00.0%ETF
The Hain Celestial Group, Inc. stock logo
HAIN
The Hain Celestial Group
$0-100.0%00.0%Consumer Staples
First Republic Bank stock logo
FRCB
First Republic Bank
$0-100.0%00.0%Finance
BlackBerry Limited stock logo
BB
BlackBerry
$0-100.0%00.0%Computer and Technology
Cerence Inc. stock logo
CRNC
Cerence
$0-100.0%00.0%Computer and Technology
Hasbro, Inc. stock logo
HAS
Hasbro
$0-100.0%00.0%Consumer Discretionary
Lions Gate Entertainment Corp. stock logo
LGF.A
Lions Gate Entertainment
$0-100.0%00.0%Consumer Discretionary
Lions Gate Entertainment Corp. stock logo
LGF.B
Lions Gate Entertainment
$0-100.0%00.0%Consumer Discretionary
Lucid Group, Inc. stock logo
LCID
Lucid Group
$0-100.0%00.0%Auto/Tires/Trucks
Nokia Oyj stock logo
NOK
Nokia Oyj
$0-100.0%00.0%Computer and Technology

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