Hall Laurie J Trustee Top Holdings and 13F Report (2024)

About Hall Laurie J Trustee

Investment Activity

  • Hall Laurie J Trustee has $283.94 thousand in total holdings as of March 31, 2024.
  • Hall Laurie J Trustee owns shares of 252 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 1.78% of the portfolio was purchased this quarter.
  • About 1.81% of the portfolio was sold this quarter.
  • This quarter, Hall Laurie J Trustee has purchased 257 new stocks and bought additional shares in 23 stocks.
  • Hall Laurie J Trustee sold shares of 72 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Microsoft
$25,208
Stryker
$10,485
NVIDIA
$10,451
Apple
$10,307

Largest New Holdings this Quarter

Mobileye Global
$199 Holding
ResMed
$32 Holding
CALAMOS GROWTH & INCOME FUND
$2 Holding
CALAMOS CONVERTIBLE FUND
$1 Holding

Largest Purchases this Quarter

Vertex Pharmaceuticals
4,285 shares (about $1.79K)
Charter Communications
2,710 shares (about $788.10)
TJX Companies
4,828 shares (about $489.67)
Walmart
4,855 shares (about $292.14)
VERALTO CORP
2,996 shares (about $265.63)

Largest Sales this Quarter

AbbVie
2,770 shares (about $504.34)
Microsoft
1,153 shares (about $485.07)
Advanced Micro Devices
2,214 shares (about $399.64)
Merck & Co., Inc.
2,641 shares (about $348.37)
NVIDIA
351 shares (about $317.14)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHall Laurie J Trustee

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$25,208$485 -1.9%59,9198.9%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$10,485$96 -0.9%29,3013.7%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$10,451$317 -2.9%11,5673.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$10,307$88 -0.9%60,1113.6%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,807$6 -0.1%33,8873.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$8,772$63 -0.7%54,0633.1%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$7,455$69 -0.9%36,1482.6%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,056$7 0.1%62,0822.5%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$7,019$52 -0.7%14,5752.5%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$7,006$154 -2.1%46,0152.5%Computer and Technology
Carrier Global Co. stock logo
CARR
Carrier Global
$5,782$57 -1.0%99,4652.0%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,686$20 -0.4%32,4912.0%Consumer Staples
Waste Management, Inc. stock logo
WM
Waste Management
$5,622$25 -0.4%26,3802.0%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,452$490 9.9%53,7551.9%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$5,407$178 3.4%28,3111.9%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,304$400 -7.0%29,3841.9%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,293$157 -2.9%33,4641.9%Medical
Amphenol Co. stock logo
APH
Amphenol
$5,149$25 0.5%44,6371.8%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$5,124$45 -0.9%17,5941.8%Industrial Products
Danaher Co. stock logo
DHR
Danaher
$5,013$89 1.8%20,0741.8%Multi-Sector Conglomerates
The Cigna Group stock logo
CI
The Cigna Group
$4,875$54 -1.1%13,4231.7%Medical
CVS Health Co. stock logo
CVS
CVS Health
$4,811$22 0.4%60,3181.7%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,677$67 -1.4%23,6471.6%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$4,231$38 0.9%32,7371.5%Industrial Products
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,036$1 0.0%16,1601.4%Business Services
Medtronic plc stock logo
MDT
Medtronic
$3,835$11 0.3%44,0151.4%Medical
Canadian National Railway stock logo
CNI
Canadian National Railway
$3,801$18 0.5%28,8571.3%Transportation
AptarGroup, Inc. stock logo
ATR
AptarGroup
$3,764$80 2.2%26,1551.3%Industrial Products
NIKE, Inc. stock logo
NKE
NIKE
$3,621$135 3.9%38,5301.3%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,477$348 -9.1%26,3591.2%Medical
The New York Times Company stock logo
NYT
New York Times
$3,236$18 0.6%74,8601.1%Consumer Staples
Fiserv, Inc. stock logo
FI
Fiserv
$2,951$72 2.5%18,4651.0%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$2,864$504 -15.0%15,7301.0%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,758$43 1.6%11,1421.0%Medical
Unilever PLC stock logo
UL
Unilever
$2,740$71 -2.5%54,5831.0%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$2,676$14 -0.5%27,6570.9%Medical
Sysco Co. stock logo
SYY
Sysco
$2,552$61 -2.3%31,4320.9%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,488$60 -2.3%13,7900.9%Retail/Wholesale
3M stock logo
MMM
3M
$2,234$180 -7.4%21,0720.8%Multi-Sector Conglomerates
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,2190.0%4,2420.8%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,975$1 -0.1%8,1550.7%Basic Materials
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,917$1,792 1,428.3%4,5850.7%Medical
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,9100.0%23,9250.7%Finance
Amgen Inc. stock logo
AMGN
Amgen
$1,871$156 -7.7%6,5800.7%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,8150.0%36,1880.6%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,744$40 -2.2%15,3750.6%Industrial Products
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,6860.0%3,0330.6%Industrial Products
PACCAR Inc stock logo
PCAR
PACCAR
$1,6570.0%13,3710.6%Auto/Tires/Trucks
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,521$103 7.2%25,2140.5%ETF
Crown Holdings, Inc. stock logo
CCK
Crown
$1,510$29 2.0%19,0550.5%Industrial Products
General Electric stock logo
GE
General Electric
$1,313$14 -1.1%7,4830.5%Transportation
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,2730.0%3,0280.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,204$38 -3.0%7,9800.4%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,162$40 -3.3%9,9920.4%Oils/Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,141$63 -5.2%5,7000.4%Finance
State Street Co. stock logo
STT
State Street
$1,136$74 -6.1%14,6900.4%Finance
AT&T Inc. stock logo
T
AT&T
$1,112$25 -2.2%63,1870.4%Computer and Technology
Cintas Co. stock logo
CTAS
Cintas
$1,0720.0%1,5600.4%Industrial Products
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$970$66 7.3%3,2310.3%ETF
VERALTO CORP
$911$266 41.2%10,2750.3%COM
Zoetis Inc. stock logo
ZTS
Zoetis
$8930.0%5,2770.3%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$892$32 -3.5%32,1440.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$880$42 -4.6%1,5130.3%Medical
Intel Co. stock logo
INTC
Intel
$8480.0%19,2000.3%Computer and Technology
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$807$788 4,169.2%2,7750.3%Consumer Discretionary
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$798$8 -1.1%4,7100.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$765$6 -0.7%1,9940.3%Retail/Wholesale
Gentex Co. stock logo
GNTX
Gentex
$698$2 -0.3%19,3100.2%Auto/Tires/Trucks
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$681$10 -1.5%6700.2%Industrial Products
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$676$31 -4.4%1,2870.2%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$5890.0%5,6500.2%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
$5420.0%4,7040.2%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$5420.0%2,3460.2%Basic Materials
Visa Inc. stock logo
V
Visa
$4960.0%1,7760.2%Business Services
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$4860.0%3,2500.2%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$4690.0%1,2800.2%Industrial Products
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$4610.0%2,2500.2%Business Services
Walmart Inc. stock logo
WMT
Walmart
$454$292 180.5%7,5450.2%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$449$20 -4.3%1,1250.2%Medical
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$4480.0%7,6460.2%ETF
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$4430.0%4,6350.2%Medical
Illumina, Inc. stock logo
ILMN
Illumina
$431$1 0.2%3,1400.2%Medical
Accenture plc stock logo
ACN
Accenture
$4290.0%1,2400.2%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4070.0%8,1700.1%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$4050.0%9,0700.1%Finance
Eaton Co. plc stock logo
ETN
Eaton
$394$2 -0.5%1,2600.1%Industrial Products
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$3830.0%1,8600.1%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$3600.0%1,2000.1%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$335$7 -2.1%4580.1%Retail/Wholesale
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$3070.0%4,0000.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$3020.0%7,9570.1%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2980.0%2,6990.1%ETF
American Express stock logo
AXP
American Express
$297$33 -10.0%1,3040.1%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$2880.0%1,6500.1%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$2750.0%5100.1%Medical
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$2660.0%2,8810.1%Finance
BlackRock MuniYield Quality Fund II, Inc. stock logo
MQT
BlackRock MuniYield Quality Fund II
$2650.0%25,1900.1%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$2620.0%1,0650.1%Transportation
Intuit Inc. stock logo
INTU
Intuit
$2610.0%4000.1%Computer and Technology
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$2610.0%5750.1%Business Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2500.0%8800.1%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$248$12 -4.7%4,0500.1%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2450.0%9600.1%Retail/Wholesale
FIDELITY GROWTH COMPANY
$240$11 -4.4%6,5180.1%COM
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$234$234 New Holding4,6300.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$2330.0%1,1350.1%Multi-Sector Conglomerates
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$230$19 -7.5%8600.1%Industrial Products
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$223$2 -1.1%2,4410.1%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$215$9 -4.0%1,4500.1%Transportation
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$2110.0%9650.1%Medical
McDonald's Co. stock logo
MCD
McDonald's
$204$21 -9.4%7240.1%Retail/Wholesale
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$2020.0%2,6750.1%ETF
Owens Corning stock logo
OC
Owens Corning
$2000.0%1,2000.1%Construction
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
$199$199 New Holding6,2000.1%Auto/Tires/Trucks
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$1980.0%7750.1%Transportation
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$197$111 -36.1%3,4150.1%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$194$38 -16.5%3,3470.1%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1900.0%2,9700.1%Utilities
Energy Transfer LP stock logo
ET
Energy Transfer
$1890.0%12,0040.1%Oils/Energy
Chevron Co. stock logo
CVX
Chevron
$1790.0%1,1290.1%Oils/Energy
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1750.0%2,2600.1%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1650.0%2,3500.1%Consumer Staples
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$162$20 -10.8%1070.1%Retail/Wholesale
Salesforce, Inc. stock logo
CRM
Salesforce
$152$11 -6.5%5050.1%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1490.0%4300.1%Construction
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$1460.0%2600.1%Computer and Technology
LINDE PLC NEW
$1390.0%3000.0%SHS
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$1370.0%5400.0%Medical
TotalEnergies SE stock logo
TTE
TotalEnergies
$1350.0%1,9600.0%Oils/Energy
American Tower Co. stock logo
AMT
American Tower
$1280.0%6500.0%Finance
Valero Energy Co. stock logo
VLO
Valero Energy
$1270.0%7450.0%Oils/Energy
Oracle Co. stock logo
ORCL
Oracle
$1260.0%1,0000.0%Computer and Technology
Dominion Energy, Inc. stock logo
D
Dominion Energy
$1190.0%2,4250.0%Utilities
The Allstate Co. stock logo
ALL
Allstate
$1180.0%6800.0%Finance
CNH Industrial stock logo
CNHI
CNH Industrial
$1170.0%9,0600.0%Industrial Products
ANSYS, Inc. stock logo
ANSS
ANSYS
$1130.0%3250.0%Computer and Technology
PPG Industries, Inc. stock logo
PPG
PPG Industries
$1090.0%7500.0%Basic Materials
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$1060.0%1100.0%Medical
Baxter International Inc. stock logo
BAX
Baxter International
$1050.0%2,4500.0%Medical
Masco Co. stock logo
MAS
Masco
$1030.0%1,3000.0%Construction
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$1030.0%4700.0%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$1020.0%900.0%Retail/Wholesale
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1020.0%1,1000.0%ETF
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$1000.0%1,0580.0%Industrial Products
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$98$95 -49.3%1,0900.0%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$970.0%2000.0%Computer and Technology
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$96$151 -61.1%1,2500.0%Consumer Staples
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$930.0%10,7020.0%Consumer Discretionary
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$930.0%3,2000.0%Oils/Energy
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$900.0%5500.0%Computer and Technology
Diageo plc stock logo
DEO
Diageo
$880.0%5970.0%Consumer Staples
Pool Co. stock logo
POOL
Pool
$850.0%2100.0%Consumer Discretionary
RTX Co. stock logo
RTX
RTX
$840.0%8600.0%Aerospace
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$840.0%5750.0%Computer and Technology
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$820.0%3000.0%Consumer Staples
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$780.0%1,0100.0%Basic Materials
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$760.0%3550.0%Aerospace
AutoZone, Inc. stock logo
AZO
AutoZone
$760.0%240.0%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$75$54 -41.8%6980.0%ETF
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$74$4 -5.6%4,2000.0%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$680.0%2,0750.0%Computer and Technology
STAG Industrial, Inc. stock logo
STAG
STAG Industrial
$670.0%1,7500.0%Finance
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$660.0%4800.0%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$620.0%1450.0%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$610.0%800.0%Computer and Technology
GSK plc stock logo
GSK
GSK
$610.0%1,4210.0%Medical
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$600.0%1,2800.0%Basic Materials
Cedar Fair, L.P. stock logo
FUN
Cedar Fair
$590.0%1,4000.0%Consumer Discretionary
Citigroup Inc. stock logo
C
Citigroup
$57$21 57.9%9000.0%Finance
Allegion plc stock logo
ALLE
Allegion
$540.0%4000.0%Industrial Products
Comcast Co. stock logo
CMCSA
Comcast
$53$13 -19.4%1,2170.0%Consumer Discretionary
Entergy Co. stock logo
ETR
Entergy
$530.0%5000.0%Utilities
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$52$17 -24.2%6090.0%Consumer Staples
Hologic, Inc. stock logo
HOLX
Hologic
$49$6 -10.7%6250.0%Medical
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$450.0%3650.0%Oils/Energy
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$45$18 -28.5%1,2530.0%Oils/Energy
Target Co. stock logo
TGT
Target
$430.0%2400.0%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$42$12 -22.5%1,0000.0%Computer and Technology
HP Inc. stock logo
HPQ
HP
$420.0%1,4000.0%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$410.0%1000.0%Industrial Products
Cummins Inc. stock logo
CMI
Cummins
$410.0%1400.0%Auto/Tires/Trucks
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$400.0%3000.0%Medical
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$380.0%2700.0%Consumer Discretionary
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$380.0%9000.0%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$380.0%3000.0%Oils/Energy
Dow Inc. stock logo
DOW
DOW
$370.0%6440.0%Basic Materials
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$370.0%5000.0%ETF
Qorvo, Inc. stock logo
QRVO
Qorvo
$360.0%3150.0%Computer and Technology
National Western Life Group, Inc. stock logo
NWLI
National Western Life Group
$360.0%730.0%Finance
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$360.0%2420.0%Transportation
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$360.0%4000.0%Utilities
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$360.0%5000.0%Finance
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$35$40 -53.3%3500.0%ETF
Celanese Co. stock logo
CE
Celanese
$340.0%2000.0%Basic Materials
Selecta Biosciences, Inc. stock logo
SELB
Selecta Biosciences
$340.0%52,7750.0%Medical
Weyerhaeuser stock logo
WY
Weyerhaeuser
$340.0%9640.0%Construction
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$33$49 -59.6%6100.0%Medical
BlackRock, Inc. stock logo
BLK
BlackRock
$320.0%380.0%Finance
Atlassian Co. stock logo
TEAM
Atlassian
$320.0%1650.0%Computer and Technology
Zebra Technologies Co. stock logo
ZBRA
Zebra Technologies
$320.0%1050.0%Industrial Products
Viatris Inc. stock logo
VTRS
Viatris
$32$1 -1.8%2,7120.0%Medical
ResMed Inc. stock logo
RMD
ResMed
$32$32 New Holding1600.0%Medical
MetLife, Inc. stock logo
MET
MetLife
$310.0%4200.0%Finance
Packaging Co. of America stock logo
PKG
Packaging Co. of America
$31$10 -23.8%1600.0%Industrial Products
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$310.0%2420.0%Medical
The Bank of Nova Scotia stock logo
BNS
Bank of Nova Scotia
$310.0%6000.0%Finance
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$310.0%5000.0%Consumer Staples
Corteva, Inc. stock logo
CTVA
Corteva
$300.0%5160.0%Consumer Staples
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$300.0%2240.0%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$27$5 -14.9%2170.0%Consumer Discretionary
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$260.0%6000.0%Medical
Watsco, Inc. stock logo
WSO
Watsco
$260.0%600.0%Construction
Baker Hughes stock logo
BKR
Baker Hughes
$240.0%8000.0%Oils/Energy
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$220.0%8000.0%Oils/Energy
Northern Trust Co. stock logo
NTRS
Northern Trust
$220.0%2500.0%Finance
Schlumberger Limited stock logo
SLB
Schlumberger
$21$41 -66.4%3800.0%Oils/Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$210.0%2900.0%Medical
The Estée Lauder Companies Inc. stock logo
EL
Estée Lauder Companies
$200.0%1300.0%Consumer Staples
Starbucks Co. stock logo
SBUX
Starbucks
$18$5 -20.0%2000.0%Retail/Wholesale
Ambarella, Inc. stock logo
AMBA
Ambarella
$170.0%3300.0%Computer and Technology
Autoliv, Inc. stock logo
ALV
Autoliv
$16$23 -59.1%1350.0%Auto/Tires/Trucks
Eversource Energy stock logo
ES
Eversource Energy
$160.0%2700.0%Utilities
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$160.0%7500.0%Retail/Wholesale
TE Connectivity Ltd. stock logo
TEL
TE Connectivity
$150.0%1000.0%Computer and Technology
Old National Bancorp stock logo
ONB
Old National Bancorp
$150.0%8440.0%Finance
TEGNA Inc. stock logo
TGNA
TEGNA
$140.0%9500.0%Consumer Discretionary
Knowles Co. stock logo
KN
Knowles
$130.0%8000.0%Computer and Technology
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$120.0%3000.0%Medical
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$120.0%1700.0%Computer and Technology
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$120.0%1650.0%Oils/Energy
Moderna, Inc. stock logo
MRNA
Moderna
$120.0%1100.0%Medical
WestRock stock logo
WRK
WestRock
$110.0%2250.0%Basic Materials
Manulife Financial Co. stock logo
MFC
Manulife Financial
$110.0%4500.0%Finance
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$90.0%920.0%Construction
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$80.0%750.0%ETF
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$70.0%4000.0%Consumer Discretionary
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$70.0%1000.0%Retail/Wholesale
Guardant Health, Inc. stock logo
GH
Guardant Health
$60.0%3000.0%Medical
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$60.0%2600.0%Manufacturing
Cars.com Inc. stock logo
CARS
Cars.com
$50.0%3160.0%Retail/Wholesale
Cloudflare, Inc. stock logo
NET
Cloudflare
$50.0%500.0%Computer and Technology
Alcon Inc. stock logo
ALC
Alcon
$30.0%400.0%Medical
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$20.0%500.0%Business Services
CALAMOS GROWTH & INCOME FUND
$2$2 New Holding460.0%CL A
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$20.0%1010.0%Business Services
Ventas, Inc. stock logo
VTR
Ventas
$20.0%500.0%Finance
OCCIDENTAL PETROLEUM CORP
$10.0%160.0%*W EXP 08/03/202
Fastly, Inc. stock logo
FSLY
Fastly
$10.0%500.0%Computer and Technology
CALAMOS CONVERTIBLE FUND
$1$1 New Holding580.0%CL A
Coupang, Inc. stock logo
CPNG
Coupang
$10.0%500.0%Retail/Wholesale
Embecta Corp. stock logo
EMBC
Embecta
$00.0%170.0%Medical
Zuora, Inc. stock logo
ZUO
Zuora
$00.0%500.0%Computer and Technology
Heineken stock logo
HEINY
Heineken
$0$163 -100.0%00.0%Consumer Staples
Baidu, Inc. stock logo
BIDU
Baidu
$0$44 -100.0%00.0%Computer and Technology
Devon Energy Co. stock logo
DVN
Devon Energy
$0$34 -100.0%00.0%Oils/Energy
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$21 -100.0%00.0%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$0$20 -100.0%00.0%ETF
Kenvue Inc. stock logo
KVUE
Kenvue
$0$9 -100.0%00.0%Consumer Staples
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$0$8 -100.0%00.0%Oils/Energy
Fanuc Co. stock logo
FANUY
Fanuc
$0$2 -100.0%00.0%Industrial Products
Whirlpool Co. stock logo
WHR
Whirlpool
$0$2 -100.0%00.0%Consumer Discretionary
Nordstrom, Inc. stock logo
JWN
Nordstrom
$0$1 -100.0%00.0%Retail/Wholesale

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