First Personal Financial Services Top Holdings and 13F Report (2024)

About First Personal Financial Services

Investment Activity

  • First Personal Financial Services has $431.11 million in total holdings as of March 31, 2024.
  • First Personal Financial Services owns shares of 362 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 4.86% of the portfolio was purchased this quarter.
  • About 2.59% of the portfolio was sold this quarter.
  • This quarter, First Personal Financial Services has purchased 385 new stocks and bought additional shares in 42 stocks.
  • First Personal Financial Services sold shares of 109 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Accenture
$15,313,405
Microsoft
$14,498,520
Waste Management
$14,241,463
Alphabet
$14,098,221
Nucor
$13,112,664

Largest New Holdings this Quarter

STERIS
$25,180 Holding
The Goldman Sachs Group
$25,062 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
139,735 shares (about $8.49M)
Walmart
71,857 shares (about $4.32M)
Southern
26,092 shares (about $1.87M)
Black Hills
20,336 shares (about $1.11M)
Duke Energy
7,464 shares (about $721.85K)

Largest Sales this Quarter

Badger Meter
6,352 shares (about $1.03M)
Microsoft
1,199 shares (about $504.45K)
Colgate-Palmolive
4,883 shares (about $439.71K)
Waste Management
2,054 shares (about $437.81K)
SPDR S&P 500 ETF Trust
799 shares (about $417.93K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Personal Financial Services

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Accenture plc stock logo
ACN
Accenture
$15,313,405$175,383 -1.1%44,1813.6%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$14,498,520$504,446 -3.4%34,4613.4%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$14,241,463$437,812 -3.0%66,8143.3%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,098,221$134,026 -0.9%93,4093.3%Computer and Technology
Nucor Co. stock logo
NUE
Nucor
$13,112,664$339,201 -2.5%66,2593.0%Basic Materials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,770,955$341,720 3.0%22,3902.7%ETF
ANSYS, Inc. stock logo
ANSS
ANSYS
$11,573,621$132,268 -1.1%33,3382.7%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$11,042,711$201,675 -1.8%19,0002.6%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$10,837,387$132,559 -1.2%66,7942.5%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$10,724,982$96,525 -0.9%26,1112.5%Industrial Products
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,671,290$8,487,505 388.7%175,6882.5%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$9,794,798$39,246 -0.4%96,5862.3%ETF
Public Storage stock logo
PSA
Public Storage
$9,204,193$324,287 3.7%31,7322.1%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$9,127,911$192,482 2.2%74,6902.1%Utilities
iShares MSCI Switzerland ETF stock logo
EWL
iShares MSCI Switzerland ETF
$9,047,637$493,375 5.8%190,0762.1%ETF
Unilever PLC stock logo
UL
Unilever
$8,987,489$184,850 -2.0%179,0692.1%Consumer Staples
Badger Meter, Inc. stock logo
BMI
Badger Meter
$8,779,928$1,027,812 -10.5%54,2612.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$8,494,967$85,540 -1.0%67,6302.0%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$8,401,732$439,713 -5.0%93,3011.9%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$8,381,941$232,119 2.8%109,1261.9%Consumer Staples
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$8,207,353$276,998 -3.3%60,3261.9%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$7,782,563$59,421 0.8%9,4301.8%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,642,652$244,694 -3.1%10,4321.8%Retail/Wholesale
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$7,434,095$181,586 -2.4%81,4701.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,401,933$60,491 -0.8%36,9541.7%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$7,210,008$172,270 2.4%78,8931.7%Retail/Wholesale
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$6,768,318$33,888 0.5%33,1551.6%ETF
Walmart Inc. stock logo
WMT
Walmart
$6,512,144$4,323,639 197.6%108,2291.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$6,233,127$17,148 -0.3%36,3491.4%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,153,910$96,081 1.6%35,1631.4%Consumer Staples
Diageo plc stock logo
DEO
Diageo
$5,903,519$59,943 -1.0%39,6901.4%Consumer Staples
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$5,820,648$219,106 3.9%204,9521.4%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$5,264,931$16,557 0.3%40,7031.2%Consumer Staples
Electronic Arts Inc. stock logo
EA
Electronic Arts
$5,239,944$24,146 0.5%39,4961.2%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$5,032,180$210,397 -4.0%17,6991.2%Medical
The Clorox Company stock logo
CLX
Clorox
$4,946,554$12,708 -0.3%32,3071.1%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,894,575$8,602 0.2%42,1071.1%Oils/Energy
Infosys Limited stock logo
INFY
Infosys
$4,519,319$169,277 3.9%252,0531.0%Computer and Technology
Target Co. stock logo
TGT
Target
$4,357,934$186,779 -4.1%24,5921.0%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$3,909,727$233,168 -5.6%13,8670.9%Retail/Wholesale
The Southern Company stock logo
SO
Southern
$3,864,491$1,871,840 93.9%53,8680.9%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,783,941$238,584 6.7%90,1800.9%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,744,971$190,308 -4.8%75,0340.9%Computer and Technology
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,501,662$60,257 -1.7%32,6010.8%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$3,420,936$248,492 -6.8%36,8950.8%ETF
Intuit Inc. stock logo
INTU
Intuit
$3,188,421$108,556 -3.3%4,9050.7%Computer and Technology
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,869,006$225,130 -7.3%55,6010.7%Manufacturing
Intel Co. stock logo
INTC
Intel
$2,747,249$98,941 -3.5%62,1970.6%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,560,829$79,819 -3.0%35,2590.6%ETF
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$2,543,036$155,083 -5.7%34,6980.6%Computer and Technology
Sony Group Co. stock logo
SONY
Sony Group
$2,495,463$650,338 35.2%29,1050.6%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,377,621$108,494 -4.4%5,6540.6%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,335,718$59,065 -2.5%27,0090.5%ETF
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$2,265,5890.0%4,9860.5%Business Services
Visa Inc. stock logo
V
Visa
$2,136,3790.0%7,6550.5%Business Services
3M stock logo
MMM
3M
$1,790,992$51,656 -2.8%16,8850.4%Multi-Sector Conglomerates
Newmont Co. stock logo
NEM
Newmont
$1,676,389$48,528 3.0%46,7740.4%Basic Materials
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$1,618,122$17,710 1.1%43,6740.4%Utilities
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,497,075$254,387 -14.5%24,4700.3%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$1,483,932$721,850 94.7%15,3440.3%Utilities
Alphabet Inc. stock logo
GOOG
Alphabet
$1,389,373$16,749 -1.2%9,1250.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,384,044$417,933 -23.2%2,6460.3%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,325,495$23,391 -1.7%15,6970.3%ETF
Black Hills Co. stock logo
BKH
Black Hills
$1,286,951$1,110,324 628.6%23,5710.3%Utilities
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$927,526$7,477 -0.8%14,5130.2%Utilities
Ambev S.A. stock logo
ABEV
Ambev
$904,583$556 -0.1%364,7510.2%Consumer Staples
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$898,675$36,358 -3.9%6,3030.2%ETF
Haemonetics Co. stock logo
HAE
Haemonetics
$872,534$30,726 -3.4%10,2230.2%Medical
McKesson Co. stock logo
MCK
McKesson
$812,791$12,348 1.5%1,5140.2%Medical
SK Telecom Co., Ltd. stock logo
SKM
SK Telecom
$806,194$17,119 -2.1%37,3930.2%Computer and Technology
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$730,868$19,720 -2.6%9,5990.2%Transportation
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$711,170$14,778 2.1%64,2430.2%Financial Services
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$690,335$4,359 0.6%13,4620.2%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$664,715$22,621 -3.3%4,2020.2%Medical
Waters Co. stock logo
WAT
Waters
$656,791$6,885 -1.0%1,9080.2%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$654,802$14,322 -2.1%3,4290.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$648,467$93,798 -12.6%3,5950.2%Retail/Wholesale
Canadian National Railway stock logo
CNI
Canadian National Railway
$626,5450.0%4,7570.1%Transportation
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$609,293$280,920 85.5%16,5120.1%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$595,559$12,737 -2.1%2,3380.1%Retail/Wholesale
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$595,522$10,923 -1.8%2,7260.1%Medical
PotlatchDeltic Co. stock logo
PCH
PotlatchDeltic
$502,1740.0%10,6800.1%Construction
iShares Core Conservative Allocation ETF stock logo
AOK
iShares Core Conservative Allocation ETF
$492,891$6,665 1.4%13,3850.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$478,0730.0%2,6180.1%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$476,990$199,621 72.0%1,5890.1%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$474,097$29,161 -5.8%3,5930.1%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$464,357$105,964 -18.6%3,7950.1%Consumer Discretionary
Marriott International, Inc. stock logo
MAR
Marriott International
$454,158$25,231 -5.3%1,8000.1%Consumer Discretionary
Chevron Co. stock logo
CVX
Chevron
$445,458$1,577 0.4%2,8240.1%Oils/Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$423,611$15,117 -3.4%3,7270.1%Medical
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$389,301$15,284 -3.8%3,5660.1%ETF
American Express stock logo
AXP
American Express
$385,707$45,538 -10.6%1,6940.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$369,872$17,156 -4.4%7330.1%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$359,8360.0%3,7200.1%Medical
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$357,822$25,220 -6.6%3,5470.1%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$353,6460.0%1,7230.1%Multi-Sector Conglomerates
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$348,469$5,718 -1.6%4,1440.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$344,056$39,560 -10.3%1,4350.1%ETF
National Presto Industries, Inc. stock logo
NPK
National Presto Industries
$315,506$5,447 -1.7%3,7650.1%Multi-Sector Conglomerates
Union Pacific Co. stock logo
UNP
Union Pacific
$304,2160.0%1,2370.1%Transportation
AutoZone, Inc. stock logo
AZO
AutoZone
$299,4070.0%950.1%Retail/Wholesale
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$297,9060.0%3,9510.1%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$282,220$112,888 -28.6%2500.1%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$262,191$32,650 -11.1%5300.1%Medical
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$255,9660.0%5,7650.1%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$248,881$51,063 25.8%4,2940.1%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$248,504$40,604 -14.0%2,1910.1%Industrial Products
Masco Co. stock logo
MAS
Masco
$240,5840.0%3,0500.1%Construction
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$234,4260.0%1,7800.1%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$232,4140.0%1,8260.1%Oils/Energy
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$226,966$4,279 -1.9%4,8270.1%Basic Materials
The Progressive Co. stock logo
PGR
Progressive
$226,675$32,057 -12.4%1,0960.1%Finance
CSX Co. stock logo
CSX
CSX
$220,647$111 -0.1%5,9520.1%Transportation
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$207,5110.0%3700.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$202,822$11,851 -5.5%1,1980.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$195,3080.0%5330.0%Industrial Products
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$191,4960.0%1,1850.0%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$190,247$69,653 -26.8%7320.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$187,489$38,898 -17.2%2410.0%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$180,659$57,636 46.8%5360.0%ETF
Medtronic plc stock logo
MDT
Medtronic
$178,048$15,251 -7.9%2,0430.0%Medical
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$176,0550.0%1,3380.0%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$174,7980.0%6000.0%Industrial Products
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$171,0870.0%1,8840.0%Utilities
General Dynamics Co. stock logo
GD
General Dynamics
$169,4940.0%6000.0%Aerospace
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$169,2250.0%8,1830.0%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$163,9160.0%2150.0%Computer and Technology
PPG Industries, Inc. stock logo
PPG
PPG Industries
$163,0130.0%1,1250.0%Basic Materials
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$161,2380.0%2,1030.0%Basic Materials
Blackstone Inc. stock logo
BX
Blackstone
$157,6440.0%1,2000.0%Finance
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$156,9620.0%3580.0%Finance
Invesco S&P MidCap Low Volatility ETF stock logo
XMLV
Invesco S&P MidCap Low Volatility ETF
$155,9460.0%2,7650.0%ETF
Ford Motor stock logo
F
Ford Motor
$154,3800.0%11,6250.0%Auto/Tires/Trucks
National Health Investors, Inc. stock logo
NHI
National Health Investors
$146,0800.0%2,3250.0%Finance
AT&T Inc. stock logo
T
AT&T
$145,517$2,182 1.5%8,2680.0%Computer and Technology
Eastman Chemical stock logo
EMN
Eastman Chemical
$144,9190.0%1,4460.0%Basic Materials
Dow Inc. stock logo
DOW
DOW
$138,685$2,781 -2.0%2,3940.0%Basic Materials
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$137,1400.0%1,1890.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$135,2170.0%1,6770.0%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$132,9000.0%7420.0%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$129,3060.0%3240.0%Medical
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$127,4590.0%1,9350.0%ETF
BlackRock, Inc. stock logo
BLK
BlackRock
$126,7230.0%1520.0%Finance
Invesco S&P SmallCap Low Volatility ETF stock logo
XSLV
Invesco S&P SmallCap Low Volatility ETF
$125,2470.0%2,8330.0%ETF
Celsius Holdings, Inc. stock logo
CELH
Celsius
$124,3800.0%1,5000.0%Consumer Staples
RTX Co. stock logo
RTX
RTX
$116,549$4,877 -4.0%1,1950.0%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$116,180$49,349 -29.8%6380.0%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$110,227$2,913 -2.6%2270.0%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$108,6810.0%5100.0%Aerospace
SPX Technologies, Inc. stock logo
SPXC
SPX Technologies
$105,4000.0%8560.0%Business Services
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$103,2570.0%8640.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$103,193$38,978 -27.4%4130.0%ETF
Molson Coors Beverage stock logo
TAP
Molson Coors Beverage
$102,288$4,035 -3.8%1,5210.0%Consumer Staples
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$96,3060.0%3560.0%ETF
Atmos Energy Co. stock logo
ATO
Atmos Energy
$93,9080.0%7900.0%Utilities
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$92,3280.0%2,4000.0%ETF
PPL Co. stock logo
PPL
PPL
$91,923$3,992 -4.2%3,3390.0%Utilities
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$90,2450.0%5000.0%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$89,468$17,894 -16.7%2500.0%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$88,326$33,648 -27.6%4200.0%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$88,245$49,126 -35.8%1940.0%Aerospace
The Kroger Co. stock logo
KR
Kroger
$85,6950.0%1,5000.0%Retail/Wholesale
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$85,6260.0%6240.0%Finance
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$83,7630.0%1,0200.0%Utilities
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$81,8730.0%1,2260.0%Utilities
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$79,7100.0%4850.0%ETF
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$78,099$21,983 -22.0%1350.0%Oils/Energy
Barings BDC, Inc. stock logo
BBDC
Barings BDC
$76,951$2,046 2.7%8,2740.0%Finance
Sanofi stock logo
SNY
Sanofi
$76,6430.0%1,5770.0%Medical
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$76,3760.0%6930.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$75,5970.0%6410.0%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$73,2600.0%5420.0%Manufacturing
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$71,352$4,128 -5.5%1,6940.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$66,3200.0%8650.0%ETF
Silvercrest Asset Management Group Inc. stock logo
SAMG
Silvercrest Asset Management Group
$63,240$63,240 New Holding4,0000.0%Finance
The Boeing Company stock logo
BA
Boeing
$62,5290.0%3240.0%Aerospace
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$62,4810.0%3000.0%ETF
New Jersey Resources Co. stock logo
NJR
New Jersey Resources
$62,1770.0%1,4490.0%Utilities
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$60,767$32,886 -35.1%2,5500.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$60,1230.0%5440.0%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$58,8580.0%3960.0%Transportation
Phillips 66 stock logo
PSX
Phillips 66
$55,3730.0%3390.0%Oils/Energy
MGE Energy, Inc. stock logo
MGEE
MGE Energy
$55,1830.0%7010.0%Utilities
Corteva, Inc. stock logo
CTVA
Corteva
$53,3450.0%9250.0%Consumer Staples
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$51,2550.0%1,1020.0%ETF
ProShares UltraShort S&P500 stock logo
SDS
ProShares UltraShort S&P500
$50,611$5,717 -10.2%2,0360.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$50,3660.0%380.0%Computer and Technology
CGI Inc. stock logo
GIB
CGI
$49,7210.0%4500.0%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$49,3570.0%6650.0%ETF
First Bancorp stock logo
FBNC
First Bancorp
$49,3040.0%1,3650.0%Finance
Northwest Natural Holding stock logo
NWN
Northwest Natural
$48,0140.0%1,2900.0%Utilities
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$46,861$23,088 -33.0%2050.0%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$45,9530.0%1840.0%Business Services
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$45,4580.0%8020.0%ETF
Pinnacle West Capital Co. stock logo
PNW
Pinnacle West Capital
$44,9130.0%6010.0%Utilities
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$43,1130.0%3500.0%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$40,2880.0%5500.0%Medical
Prologis, Inc. stock logo
PLD
Prologis
$39,0660.0%3000.0%Finance
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$39,042$28,197 260.0%1,8000.0%Retail/Wholesale
Comcast Co. stock logo
CMCSA
Comcast
$38,4950.0%8880.0%Consumer Discretionary
Shell plc stock logo
SHEL
Shell
$37,5430.0%5600.0%Oils/Energy
Salesforce, Inc. stock logo
CRM
Salesforce
$36,744$32,527 -47.0%1220.0%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$36,685$19,629 115.1%8410.0%Consumer Staples
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$36,6790.0%4260.0%Utilities
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$36,3410.0%1500.0%Basic Materials
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$35,103$35,103 New Holding4620.0%ETF
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$34,3960.0%4000.0%Consumer Staples
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$33,8800.0%4840.0%Consumer Staples
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$33,4320.0%4000.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$31,8390.0%830.0%Retail/Wholesale
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$31,457$9,949 -24.0%6450.0%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$30,8150.0%1,0560.0%Oils/Energy
The Hershey Company stock logo
HSY
Hershey
$29,1750.0%1500.0%Consumer Staples
Xylem Inc. stock logo
XYL
Xylem
$29,0790.0%2250.0%Industrial Products
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$29,0110.0%5620.0%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$28,167$3,247 13.0%1,0150.0%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$27,486$2,749 -9.1%3000.0%Consumer Staples
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$27,354$27,354 New Holding1460.0%ETF
Edison International stock logo
EIX
Edison International
$26,8780.0%3800.0%Utilities
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$26,8440.0%4950.0%Medical
Tanger Inc. stock logo
SKT
Tanger
$26,577$2,362 -8.2%9000.0%Finance
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$26,2330.0%900.0%Aerospace
Entergy Co. stock logo
ETR
Entergy
$26,103$6,869 35.7%2470.0%Utilities
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$25,9140.0%1580.0%Computer and Technology
Albemarle Co. stock logo
ALB
Albemarle
$25,822$7,905 44.1%1960.0%Basic Materials
STERIS plc stock logo
STE
STERIS
$25,180$25,180 New Holding1120.0%Medical
Dominion Energy, Inc. stock logo
D
Dominion Energy
$25,0870.0%5100.0%Utilities
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$25,062$25,062 New Holding600.0%Finance
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$24,3120.0%4000.0%Consumer Staples
Acuity Brands, Inc. stock logo
AYI
Acuity Brands
$24,1860.0%900.0%Construction
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$24,0700.0%1440.0%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$23,851$22,264 1,402.6%5710.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$22,6500.0%3450.0%ETF
Northern Trust Co. stock logo
NTRS
Northern Trust
$22,2300.0%2500.0%Finance
Energy Transfer LP stock logo
ET
Energy Transfer
$22,0070.0%1,3990.0%Oils/Energy
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$21,356$17,085 400.0%3450.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$21,3100.0%750.0%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$20,652$20,652 New Holding600.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$19,9440.0%1350.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$19,381$19,381 New Holding1190.0%ETF
FirstEnergy Corp. stock logo
FE
FirstEnergy
$19,310$7,724 66.7%5000.0%Utilities
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$19,2700.0%1460.0%Medical
Kellanova stock logo
K
Kellanova
$18,6200.0%3250.0%Consumer Discretionary
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$18,5760.0%3600.0%ETF
Ingles Markets, Incorporated stock logo
IMKTA
Ingles Markets
$18,3530.0%2390.0%Retail/Wholesale
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$18,146$33,747 -65.0%3850.0%Basic Materials
TE Connectivity Ltd. stock logo
TEL
TE Connectivity
$18,0100.0%1240.0%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$16,7790.0%320.0%ETF
Eaton Co. plc stock logo
ETN
Eaton
$16,5730.0%530.0%Industrial Products
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$16,544$16,544 New Holding1790.0%ETF
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$16,4790.0%800.0%Finance
Biogen Inc. stock logo
BIIB
Biogen
$15,9570.0%740.0%Medical
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$15,951$15,951 New Holding2640.0%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$15,471$15,009 -49.2%670.0%Basic Materials
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$15,426$227,830 -93.7%390.0%Finance
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$14,6760.0%540.0%Consumer Staples
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$14,555$14,555 New Holding3710.0%ETF
Enpro Inc. stock logo
NPO
Enpro
$14,346$844 -5.6%850.0%Business Services
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$14,280$14,280 New Holding4010.0%ETF
American Tower Co. stock logo
AMT
American Tower
$14,227$47,819 -77.1%720.0%Finance
TC Energy Co. stock logo
TRP
TC Energy
$14,0700.0%3500.0%Oils/Energy
Symbotic Inc. stock logo
SYM
Symbotic
$13,9500.0%3100.0%Business Services
Hologic, Inc. stock logo
HOLX
Hologic
$13,6430.0%1750.0%Medical
FedEx Co. stock logo
FDX
FedEx
$13,6180.0%470.0%Transportation
Eversource Energy stock logo
ES
Eversource Energy
$13,4490.0%2250.0%Utilities
GSK plc stock logo
GSK
GSK
$13,4190.0%3130.0%Medical
NiSource Inc. stock logo
NI
NiSource
$12,3090.0%4450.0%Utilities
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$12,1930.0%1440.0%Retail/Wholesale
Calamos Strategic Total Return Fund stock logo
CSQ
Calamos Strategic Total Return Fund
$11,983$23,966 -66.7%7320.0%Financial Services
Illumina, Inc. stock logo
ILMN
Illumina
$11,6730.0%850.0%Medical
Carrier Global Co. stock logo
CARR
Carrier Global
$11,6260.0%2000.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$11,3720.0%1210.0%Consumer Discretionary
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$11,172$11,172 New Holding1470.0%ETF
Campbell Soup stock logo
CPB
Campbell Soup
$11,1130.0%2500.0%Consumer Staples
Cameco Co. stock logo
CCJ
Cameco
$10,830$105,051 -90.7%2500.0%Basic Materials
Truist Financial Co. stock logo
TFC
Truist Financial
$10,798$29,587 -73.3%2770.0%Finance
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$10,4360.0%2300.0%ETF
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$10,2880.0%2050.0%ETF
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$9,9270.0%1000.0%Construction
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$9,8710.0%1700.0%ETF
First Solar, Inc. stock logo
FSLR
First Solar
$9,7910.0%580.0%Oils/Energy
ASML Holding stock logo
ASML
ASML
$9,7050.0%100.0%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$9,3920.0%350.0%Industrial Products
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$9,228$9,228 New Holding1300.0%Oils/Energy
Teleflex Incorporated stock logo
TFX
Teleflex
$9,0470.0%400.0%Medical
HP Inc. stock logo
HPQ
HP
$9,006$9,006 New Holding2980.0%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$8,953$8,953 New Holding1820.0%ETF
Advance Auto Parts, Inc. stock logo
AAP
Advance Auto Parts
$8,9350.0%1050.0%Retail/Wholesale
Alcon Inc. stock logo
ALC
Alcon
$8,6630.0%1040.0%Medical
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$8,6430.0%1500.0%Finance
BCE Inc. stock logo
BCE
BCE
$8,4950.0%2500.0%Utilities
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$8,2530.0%350.0%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$8,105$3,070 -27.5%660.0%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$8,014$45,471 -85.0%460.0%Computer and Technology
Trimble Inc. stock logo
TRMB
Trimble
$7,8520.0%1220.0%Computer and Technology
BorgWarner Inc. stock logo
BWA
BorgWarner
$7,8170.0%2250.0%Auto/Tires/Trucks
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$7,7350.0%2600.0%Manufacturing
PG&E Co. stock logo
PCG
PG&E
$7,5420.0%4500.0%Utilities
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$7,1450.0%790.0%Manufacturing
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$7,0150.0%330.0%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$6,958$43,449 -86.2%900.0%ETF
Baidu, Inc. stock logo
BIDU
Baidu
$6,8440.0%650.0%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$6,6810.0%570.0%Manufacturing
Under Armour, Inc. stock logo
UAA
Under Armour
$5,9040.0%8000.0%Consumer Discretionary
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$5,7390.0%600.0%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$5,4220.0%830.0%Industrial Products
Vornado Realty Trust stock logo
VNO
Vornado Realty Trust
$5,3520.0%1860.0%Finance
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$5,071$5,071 New Holding2860.0%Computer and Technology
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$4,9020.0%3000.0%Consumer Discretionary
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$4,629$4,629 New Holding960.0%ETF
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$4,409$1,222 -21.7%5050.0%Consumer Discretionary
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$4,313$4,313 New Holding2300.0%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$4,2520.0%70.0%Consumer Discretionary
F.N.B. Co. stock logo
FNB
F.N.B.
$4,2300.0%3000.0%Finance
Safety Insurance Group, Inc. stock logo
SAFT
Safety Insurance Group
$4,1100.0%500.0%Finance
Compass Minerals International, Inc. stock logo
CMP
Compass Minerals International
$4,0930.0%2600.0%Basic Materials
WSFS Financial Co. stock logo
WSFS
WSFS Financial
$3,9730.0%880.0%Finance
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
$3,884$3,884 New Holding3380.0%Consumer Staples
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$3,7570.0%320.0%Finance
CVS Health Co. stock logo
CVS
CVS Health
$3,5900.0%450.0%Retail/Wholesale
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$2,9400.0%230.0%Consumer Staples
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,8650.0%110.0%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,818$2,818 New Holding350.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,7600.0%550.0%ETF
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$2,7290.0%500.0%Finance
Corning Incorporated stock logo
GLW
Corning
$2,4720.0%750.0%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$2,3620.0%130.0%Computer and Technology
Chesapeake Energy Co. stock logo
CHK
Chesapeake Energy
$2,177$4,354 -66.7%250.0%Oils/Energy
Haleon plc stock logo
HLN
Haleon
$2,1230.0%2500.0%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,078$44,866 -95.6%220.0%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$1,959$1,959 New Holding270.0%ETF
MetLife, Inc. stock logo
MET
MetLife
$1,853$6,448 -77.7%250.0%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,634$54,793 -97.1%150.0%Finance
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$1,6170.0%190.0%ETF
WK KELLOGG CO
$1,5230.0%810.0%COM SHS
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,4630.0%190.0%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$1,420$1,420 New Holding150.0%ETF
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$1,361$1,791 -56.8%380.0%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,344$1,344 New Holding70.0%ETF
Match Group, Inc. stock logo
MTCH
Match Group
$1,3430.0%370.0%Retail/Wholesale
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,304$1,304 New Holding50.0%ETF
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$1,1640.0%130.0%Business Services
Orla Mining Ltd. stock logo
ORLA
Orla Mining
$1,137$143,319 -99.2%3000.0%Basic Materials
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$1,074$1,074 New Holding370.0%Manufacturing
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$1,022$1,022 New Holding860.0%ETF
Organon & Co. stock logo
OGN
Organon & Co.
$9220.0%490.0%Medical
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$919$919 New Holding130.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$6840.0%300.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6780.0%40.0%ETF
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$6610.0%130.0%Manufacturing
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$467$467 New Holding60.0%ETF
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$4360.0%200.0%Business Services
Synovus Financial Corp. stock logo
SNV
Synovus Financial
$4010.0%100.0%Finance
Mayville Engineering Company, Inc. stock logo
MEC
Mayville Engineering
$3590.0%250.0%Construction
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$293$293 New Holding50.0%ETF
Wheels Up Experience Inc. stock logo
UP
Wheels Up Experience
$2870.0%1000.0%Aerospace
Tenet Healthcare Co. stock logo
THC
Tenet Healthcare
$2110.0%20.0%Medical
Brighthouse Financial, Inc. stock logo
BHF
Brighthouse Financial
$1160.0%20.0%Finance
Assertio Holdings, Inc. stock logo
ASRT
Assertio
$630.0%650.0%Medical
Koninklijke Philips stock logo
PHG
Koninklijke Philips
$190.0%10.0%Medical
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$1$1 New Holding00.0%Consumer Discretionary
TRANSCODE THERAPEUTICS INC
$1$1 New Holding10.0%COM NEW
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$0$137,506 -100.0%00.0%ETF
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$0$113,022 -100.0%00.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$111,816 -100.0%00.0%Auto/Tires/Trucks
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$0$100,640 -100.0%00.0%Finance
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$0$93,330 -100.0%00.0%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$0$75,740 -100.0%00.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$0$75,350 -100.0%00.0%Finance
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$0$63,623 -100.0%00.0%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$0$57,401 -100.0%00.0%Oils/Energy
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$0$53,865 -100.0%00.0%Industrial Products
Sandstorm Gold Ltd. stock logo
SAND
Sandstorm Gold
$0$50,300 -100.0%00.0%Basic Materials
Spirit Realty Capital, Inc. stock logo
SRC
Spirit Realty Capital
$0$44,739 -100.0%00.0%Finance
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$0$44,676 -100.0%00.0%Basic Materials
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$0$44,668 -100.0%00.0%Finance
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$0$43,538 -100.0%00.0%Aerospace
Mastercard Incorporated stock logo
MA
Mastercard
$0$33,268 -100.0%00.0%Business Services
The Allstate Co. stock logo
ALL
Allstate
$0$31,916 -100.0%00.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$24,853 -100.0%00.0%Finance
SYNCHRONOSS TECHNOLOGIES INC
$0$24,840 -100.0%00.0%COM NEW
Franco-Nevada Co. stock logo
FNV
Franco-Nevada
$0$21,719 -100.0%00.0%Basic Materials
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$0$21,246 -100.0%00.0%Oils/Energy
Enbridge Inc. stock logo
ENB
Enbridge
$0$20,064 -100.0%00.0%Oils/Energy
BHP Group Limited stock logo
BHP
BHP Group
$0$19,605 -100.0%00.0%Basic Materials
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$0$19,255 -100.0%00.0%ETF
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$0$18,970 -100.0%00.0%Construction
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$0$17,622 -100.0%00.0%Consumer Staples
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$0$16,096 -100.0%00.0%Finance
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$0$15,732 -100.0%00.0%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$15,502 -100.0%00.0%Retail/Wholesale
Capital City Bank Group, Inc. stock logo
CCBG
Capital City Bank Group
$0$12,332 -100.0%00.0%Finance
Sirius XM Holdings Inc. stock logo
SIRI
Sirius XM
$0$12,308 -100.0%00.0%Consumer Discretionary
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$0$10,714 -100.0%00.0%Aerospace
Teucrium Wheat Fund stock logo
WEAT
Teucrium Wheat Fund
$0$9,552 -100.0%00.0%ETF
The AES Co. stock logo
AES
AES
$0$8,817 -100.0%00.0%Utilities
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$0$6,262 -100.0%00.0%Finance
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$0$6,202 -100.0%00.0%ETF
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$0$5,687 -100.0%00.0%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$5,126 -100.0%00.0%Computer and Technology
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$0$4,985 -100.0%00.0%Business Services
Sprott Uranium Miners ETF stock logo
URNM
Sprott Uranium Miners ETF
$0$4,827 -100.0%00.0%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$0$3,792 -100.0%00.0%ETF
Lamb Weston Holdings, Inc. stock logo
LW
Lamb Weston
$0$3,784 -100.0%00.0%Consumer Staples
MicroVision, Inc. stock logo
MVIS
MicroVision
$0$1,982 -100.0%00.0%Computer and Technology
Livent Co. stock logo
LTHM
Livent
$0$1,978 -100.0%00.0%Basic Materials
Dollar General Co. stock logo
DG
Dollar General
$0$1,360 -100.0%00.0%Retail/Wholesale
Alaska Air Group, Inc. stock logo
ALK
Alaska Air Group
$0$977 -100.0%00.0%Transportation
Kopin Co. stock logo
KOPN
Kopin
$0$356 -100.0%00.0%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$0$256 -100.0%00.0%Computer and Technology
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$0$63 -100.0%00.0%Medical
Li-Cycle Holdings Corp. stock logo
LICY
Li-Cycle
$0$30 -100.0%00.0%Computer and Technology
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$0$18 -100.0%00.0%Business Services
Nu Holdings Ltd. stock logo
NU
NU
$0$9 -100.0%00.0%Business Services
Brookfield Real Assets Income Fund Inc. stock logo
RA
Brookfield Real Assets Income Fund
$0$8 -100.0%00.0%Financial Services
TransCode Therapeutics, Inc. stock logo
RNAZ
TransCode Therapeutics
$0$1 -100.0%00.0%Medical

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