FULTON BANK, N.A. - Q4 2023 holdings

$2.22 Billion is the total value of FULTON BANK, N.A.'s 1025 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 11.3% .

 Value Shares↓ Weighting
BuyVANGUARD INSTL INDEX FDsh ben int$123,186,107
+13.2%
313,068
+3.0%
5.55%
+2.3%
SellSMEAD FDS TRvalue fd y$75,315,690
+8.9%
987,228
-3.2%
3.39%
-1.5%
BuyGOLDMAN SACHS TR IIgqg prtnr inst$73,844,574
+10.0%
3,727,640
+0.1%
3.32%
-0.5%
BuyWORLD FDS TRtoreador instl$71,890,393
+11.3%
3,446,327
+0.5%
3.24%
+0.7%
BuyINSTITUTIONAL EQUITY FDS INCt rowe larg cp i$70,054,546
+13.6%
1,064,982
+1.5%
3.15%
+2.8%
SellVANGUARD SPECIALIZED FUNDSdiv grw fd$63,555,495
+7.0%
1,708,020
-1.6%
2.86%
-3.3%
BuyVANGUARD INDEX FDS500index admir$59,337,050
+12.3%
134,859
+0.9%
2.67%
+1.5%
AAPL SellAPPLE INC$54,702,393
+10.1%
284,124
-2.1%
2.46%
-0.4%
BuyTIAA-CREF MUT FDSlgcp gwidx instl$50,506,180
+13.7%
974,269
+1.5%
2.27%
+2.8%
BuyJPMORGAN TR Igrowth advntg i$48,661,476
+22.4%
1,497,275
+8.6%
2.19%
+10.7%
MSFT SellMICROSOFT CORP$44,155,367
+18.7%
117,422
-0.3%
1.99%
+7.3%
BuyPRINCIPAL FDS INCmidcap fd inst$44,075,674
+13.6%
1,150,800
+1.5%
1.98%
+2.7%
SellVANGUARD INDEX FDSsmcp index adm$40,877,323
+10.5%
395,560
-3.2%
1.84%
-0.1%
BuyVANGUARD TAX-MANAGED FDSdev mkts admr$40,275,359
+10.2%
2,615,282
+0.4%
1.81%
-0.4%
BuyADVISORS INNER CIRCLE FD IIIgqg prtn instl$38,653,546
+11.2%
2,440,248
+2.4%
1.74%
+0.5%
BuyVANGUARD INDEX FDSgrw index adml$38,636,167
+14.6%
241,475
+0.4%
1.74%
+3.6%
SellVANGUARD INDEX FDSmdcap indx adm$36,687,193
+7.6%
126,720
-4.1%
1.65%
-2.7%
FULT SellFULTON FINL CORP PA$33,822,962
+34.6%
2,054,858
-0.9%
1.52%
+21.7%
BuyJPMORGAN TR Ilarge cap gwt r6$28,754,471
+13.6%
455,552
+0.4%
1.30%
+2.8%
BuyCAUSEWAY CAP MGMT TRintl val instl$28,366,553
+9.5%
1,450,232
+3.3%
1.28%
-1.0%
SellADVISORS INNER CIRCLE FDedgwd grw inst$27,616,597
+1.0%
631,380
-12.9%
1.24%
-8.7%
IWF BuyISHARES TRrus 1000 grw etf$26,730,802
+15.4%
88,171
+1.3%
1.20%
+4.3%
BuyUNDISCOVERED MANAGERS FDSbehavioral vlu l$26,068,313
+8.8%
326,834
+2.4%
1.17%
-1.6%
SellVANGUARD INDEX FDSvalu index adm$22,932,268
+6.4%
393,416
-1.8%
1.03%
-3.8%
AMZN SellAMAZON COM INC$21,271,447
+19.4%
139,999
-0.1%
0.96%
+8.0%
IWD SellISHARES TRrus 1000 val etf$21,076,645
+7.8%
127,544
-1.0%
0.95%
-2.6%
SellJOHN HANCOCK FDS IIIdisc val mcp i$19,920,780
+7.2%
727,831
-0.2%
0.90%
-3.1%
GOOGL SellALPHABET INCcap stk cl a$19,011,529
+4.9%
136,098
-1.7%
0.86%
-5.1%
SellTIAA-CREF MUT FDSlcp vl idx instl$18,910,485
+3.2%
820,767
-1.0%
0.85%
-6.8%
SellJOHCM FDS TRjohcm intl sl i$17,670,701
+4.4%
762,324
-3.8%
0.80%
-5.6%
NVDA SellNVIDIA CORPORATION$17,551,587
+9.5%
35,442
-3.8%
0.79%
-1.0%
IVV BuyISHARES TRcore s&p500 etf$15,901,257
+54.9%
33,292
+39.3%
0.72%
+40.1%
FB BuyMETA PLATFORMS INCcl a$15,845,373
+19.2%
44,766
+1.1%
0.71%
+7.7%
SellJPMORGAN TR IImid cap gwh r6$14,349,726
+10.6%
297,897
-2.3%
0.65%0.0%
MA SellMASTERCARD INCORPORATEDcl a$12,736,441
+3.7%
29,862
-3.8%
0.57%
-6.4%
BuySCHWAB CAP TRfdl uslcoidx i$11,632,519
+11.3%
479,295
+2.0%
0.52%
+0.8%
SellVANGUARD BD INDEX FDSmc val idx adm s$10,023,592
+10.5%
133,026
-0.5%
0.45%
-0.2%
GOOG SellALPHABET INCcap stk cl c$9,982,916
+6.1%
70,836
-0.7%
0.45%
-4.1%
KLAC SellKLA CORP$9,274,640
+18.0%
15,955
-6.9%
0.42%
+6.9%
JPM BuyJPMORGAN CHASE & CO$9,184,038
+17.6%
53,992
+0.2%
0.41%
+6.2%
V SellVISA INC$8,748,800
+12.6%
33,604
-0.5%
0.39%
+1.8%
MRK SellMERCK & CO INC$8,436,948
+4.6%
77,389
-1.3%
0.38%
-5.5%
VOO BuyVANGUARD INDEX FDS$8,270,808
+182.1%
18,935
+153.7%
0.37%
+154.8%
HD BuyHOME DEPOT INC$8,039,266
+16.7%
23,198
+1.7%
0.36%
+5.5%
ADBE SellADOBE INC$7,876,909
+13.7%
13,203
-2.8%
0.36%
+2.9%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$7,863,282
+0.7%
22,047
-1.1%
0.35%
-9.0%
INTC SellINTEL CORP$7,819,452
+27.6%
155,611
-9.8%
0.35%
+15.4%
SellFEDERATED HERMES EQUITY FDSfh stra dvd is$7,575,439
-3.0%
1,384,906
-9.5%
0.34%
-12.3%
IWR SellISHARES TRrus mid cap etf$7,575,564
+10.4%
97,460
-1.6%
0.34%
-0.3%
SOXX BuyISHARES TRishares semicdtr$7,525,594
+24.0%
13,063
+2.0%
0.34%
+12.3%
EFA SellISHARES TRmsci eafe etf$7,502,900
+7.7%
99,574
-1.5%
0.34%
-2.6%
JNJ SellJOHNSON & JOHNSON$7,441,231
-2.2%
47,475
-2.8%
0.34%
-11.6%
SellMORGAN STANLEY GBL FIXD INMclass i$7,265,274
-50.7%
1,405,274
-52.6%
0.33%
-55.4%
BuyVICTORY PORTFOLIOStrivalent smcp i$7,123,274
+12.4%
491,259
+4.2%
0.32%
+1.9%
BuyGOLDMAN SACHS TRintl scins instl$7,068,395
+7.9%
580,804
+1.0%
0.32%
-2.5%
BuyMATTHEWS ASIA FDSemrg mkts instit$6,998,888
+72.9%
274,573
+77.9%
0.32%
+55.9%
ABBV BuyABBVIE INC$6,959,082
+9.2%
44,906
+5.1%
0.31%
-1.3%
CSCO SellCISCO SYS INC$6,937,102
-19.2%
137,314
-14.0%
0.31%
-26.9%
UNH SellUNITEDHEALTH GROUP INC$6,929,397
+4.3%
13,162
-0.1%
0.31%
-5.7%
LLY SellELI LILLY & CO$6,598,071
+4.2%
11,319
-4.0%
0.30%
-5.7%
VZ SellVERIZON COMMUNICATIONS INC$6,506,039
+10.5%
172,574
-5.0%
0.29%0.0%
SellVANGUARD FENWAY FDSeqty incm adml$6,428,458
+0.1%
76,283
-2.7%
0.29%
-9.7%
AVGO SellBROADCOM INC$6,345,880
+23.0%
5,685
-8.5%
0.29%
+11.3%
URI SellUNITED RENTALS INC$6,339,157
+24.4%
11,055
-3.5%
0.28%
+12.2%
CVX BuyCHEVRON CORP NEW$6,227,279
-11.4%
41,749
+0.2%
0.28%
-20.0%
BuyVANGUARD INDEX FDStot stkidx adm$5,978,348
+12.3%
51,550
+0.1%
0.27%
+1.5%
TSLA SellTESLA INC$5,477,741
-4.4%
22,045
-3.8%
0.25%
-13.3%
IBM SellINTERNATIONAL BUSINESS MACHS$5,310,631
+4.4%
32,471
-10.4%
0.24%
-5.5%
SellNATIONWIDE MUT FDS NEWgnscg inst svc$5,030,997
+5.7%
64,179
-4.6%
0.23%
-4.2%
PFE SellPFIZER INC$4,987,550
-14.7%
173,239
-1.7%
0.22%
-22.7%
COST SellCOSTCO WHSL CORP NEW$4,959,840
+16.1%
7,514
-0.6%
0.22%
+4.7%
NFLX BuyNETFLIX INC$4,926,738
+35.3%
10,119
+4.9%
0.22%
+22.7%
DIS SellDISNEY WALT CO$4,929,562
+8.7%
54,597
-2.4%
0.22%
-1.8%
TJX BuyTJX COS INC NEW$4,812,921
+5.6%
51,305
+0.0%
0.22%
-4.4%
BAC BuyBANK AMERICA CORP$4,746,122
+23.6%
140,960
+0.5%
0.21%
+12.0%
TGT SellTARGET CORP$4,719,656
+27.5%
33,139
-1.0%
0.21%
+15.2%
SellDIAMOND HILL FUNDSlgcap fd cl i$4,634,129
-7.9%
145,726
-14.2%
0.21%
-16.4%
KO BuyCOCA COLA CO$4,634,844
+7.5%
78,650
+2.2%
0.21%
-2.8%
APH BuyAMPHENOL CORP NEWcl a$4,538,865
+21.1%
45,787
+2.6%
0.20%
+9.1%
MCHP BuyMICROCHIP TECHNOLOGY INC.$4,507,737
+33.0%
49,986
+15.1%
0.20%
+20.1%
WMT SellWALMART INC$4,414,199
-8.4%
28,000
-7.1%
0.20%
-17.1%
PG SellPROCTER AND GAMBLE CO$4,429,756
-1.5%
30,229
-2.0%
0.20%
-11.2%
DUK SellDUKE ENERGY CORP NEW$4,400,860
+8.6%
45,351
-1.3%
0.20%
-2.0%
SellHARDING LOEVNER FDS INCintl equity pr$4,394,399
-5.8%
169,340
-12.8%
0.20%
-14.7%
SellVANGUARD INTL EQUITY INDEX Femrgmkt idx fd$4,366,205
-46.1%
128,191
-48.1%
0.20%
-51.1%
AMGN SellAMGEN INC$4,347,085
-4.5%
15,093
-10.9%
0.20%
-13.7%
PM BuyPHILIP MORRIS INTL INC$4,359,666
+2.9%
46,340
+1.3%
0.20%
-7.1%
XOM BuyEXXON MOBIL CORP$4,239,851
-4.9%
42,407
+11.9%
0.19%
-14.0%
COP SellCONOCOPHILLIPS$4,182,929
-3.6%
36,038
-0.5%
0.19%
-13.0%
LOW SellLOWES COS INC$4,122,070
+3.0%
18,522
-3.8%
0.19%
-6.5%
TMO BuyTHERMO FISHER SCIENTIFIC INC$4,084,959
+7.8%
7,696
+2.8%
0.18%
-2.6%
ROP SellROPER TECHNOLOGIES INC$4,075,690
+7.8%
7,476
-4.2%
0.18%
-2.7%
HPQ SellHP INC$4,041,808
+12.2%
134,324
-4.2%
0.18%
+1.7%
UNP SellUNION PAC CORP$4,038,729
+16.8%
16,443
-3.1%
0.18%
+5.8%
PNC SellPNC FINL SVCS GROUP INC$3,988,470
+25.2%
25,757
-0.7%
0.18%
+13.2%
DRI SellDARDEN RESTAURANTS INC$3,966,365
+10.5%
24,141
-3.7%
0.18%0.0%
CVS SellCVS HEALTH CORP$3,839,666
+3.6%
48,628
-8.4%
0.17%
-6.5%
COLD BuyAMERICOLD REALTY TRUST INC$3,783,900
+1.6%
125,005
+2.1%
0.17%
-8.1%
BuyVANGUARD STAR FDStl int stk idx$3,747,143
+8.5%
120,564
+0.3%
0.17%
-1.7%
STZ SellCONSTELLATION BRANDS INCcl a$3,680,643
-4.3%
15,225
-0.5%
0.17%
-13.1%
DHI BuyD R HORTON INC$3,657,397
+48.3%
24,065
+4.9%
0.16%
+34.1%
NKE BuyNIKE INCcl b$3,637,963
+13.6%
33,508
+0.0%
0.16%
+3.1%
MCK SellMCKESSON CORP$3,592,261
-6.2%
7,759
-11.9%
0.16%
-15.2%
HST SellHOST HOTELS & RESORTS INC$3,602,203
+16.3%
185,013
-4.0%
0.16%
+5.2%
AMP SellAMERIPRISE FINL INC$3,607,624
+9.0%
9,498
-5.4%
0.16%
-1.8%
SellFEDERATED MDT SERfh mdt sm cp cr$3,528,429
+13.6%
150,594
-1.9%
0.16%
+2.6%
FISV SellFISERV INC$3,444,540
+8.1%
25,930
-8.1%
0.16%
-2.5%
PWR SellQUANTA SVCS INC$3,438,124
+14.7%
15,932
-0.6%
0.16%
+4.0%
CTAS BuyCINTAS CORP$3,428,532
+29.1%
5,689
+3.0%
0.15%
+16.7%
TTE SellTOTALENERGIES SEsponsored ads$3,431,662
+1.6%
50,930
-0.8%
0.15%
-8.3%
KMB SellKIMBERLY-CLARK CORP$3,376,398
-0.1%
27,787
-0.7%
0.15%
-9.5%
PEP SellPEPSICO INC$3,361,473
-1.4%
19,792
-1.6%
0.15%
-11.2%
SellMFS SER TR Iresh intl fd i$3,280,825
-1.2%
142,581
-8.1%
0.15%
-10.3%
REGN SellREGENERON PHARMACEUTICALS$3,296,222
+1.2%
3,753
-5.2%
0.15%
-8.6%
HON BuyHONEYWELL INTL INC$3,250,084
+15.5%
15,498
+1.8%
0.15%
+4.3%
BuyCAPITOL SER TRfullr thler r6$3,206,765
+18.2%
102,485
+4.7%
0.14%
+6.7%
ULTA BuyULTA BEAUTY INC$3,138,875
+33.0%
6,406
+8.4%
0.14%
+19.5%
UPS SellUNITED PARCEL SERVICE INCcl b$3,109,851
-1.2%
19,779
-2.1%
0.14%
-10.8%
SO SellSOUTHERN CO$3,093,413
+8.0%
44,116
-0.3%
0.14%
-2.8%
TRV SellTRAVELERS COMPANIES INC$3,062,697
+10.6%
16,078
-5.2%
0.14%0.0%
BuyVIRTUS EQUITY TRkar small gwt i$3,062,343
+17.0%
92,239
+16.5%
0.14%
+6.2%
SellFEDERATED MDT SERfh mdt sm gw ins$3,068,745
-6.3%
126,233
-17.1%
0.14%
-15.3%
SYK SellSTRYKER CORPORATION$2,970,642
+4.1%
9,920
-5.0%
0.13%
-5.6%
LKQ SellLKQ CORP$2,946,731
-7.1%
61,660
-3.8%
0.13%
-15.8%
ABT BuyABBOTT LABS$2,885,154
+33.5%
26,212
+17.4%
0.13%
+20.4%
VTI SellVANGUARD INDEX FDStotal stk mkt$2,862,533
+9.3%
12,067
-2.1%
0.13%
-0.8%
SellINVESTMENT MANAGERS SER TRwcm fcs gw instl$2,873,768
+7.3%
126,263
-3.3%
0.13%
-3.0%
IWM BuyISHARES TRrussell 2000 etf$2,839,444
+36.0%
14,147
+19.8%
0.13%
+23.1%
WBA BuyWALGREENS BOOTS ALLIANCE INC$2,795,622
+18.0%
107,071
+0.5%
0.13%
+6.8%
LYB SellLYONDELLBASELL INDUSTRIES N$2,771,106
-0.5%
29,145
-0.9%
0.12%
-10.1%
DKS BuyDICKS SPORTING GOODS INC$2,756,046
+50.1%
18,755
+10.9%
0.12%
+36.3%
ZTS SellZOETIS INCcl a$2,764,363
+11.7%
14,006
-1.5%
0.12%
+0.8%
WAB SellWABTEC$2,715,913
+13.7%
21,402
-4.8%
0.12%
+2.5%
MCD SellMCDONALDS CORP$2,694,681
+10.9%
9,088
-1.5%
0.12%0.0%
APTV SellAPTIV PLC$2,652,571
-10.8%
29,565
-2.0%
0.12%
-19.6%
CMI SellCUMMINS INC$2,619,218
+3.1%
10,933
-1.7%
0.12%
-6.3%
DVY  ISHARES TRselect divid etf$2,622,094
+8.9%
22,3690.0%0.12%
-1.7%
SellVANGUARD BD INDEX FDSmdcp gwt idx adm$2,589,911
+6.4%
27,218
-6.3%
0.12%
-3.3%
DHR BuyDANAHER CORPORATION$2,578,284
-1.6%
11,145
+5.5%
0.12%
-10.8%
TFC BuyTRUIST FINL CORP$2,556,894
+29.9%
69,255
+0.7%
0.12%
+17.3%
MET SellMETLIFE INC$2,516,709
+1.2%
38,057
-3.7%
0.11%
-8.9%
ENB SellENBRIDGE INC$2,484,875
+7.4%
68,986
-1.0%
0.11%
-2.6%
MDT SellMEDTRONIC PLC$2,497,184
+3.0%
30,313
-2.1%
0.11%
-7.4%
SellAMG FDSgw k sm cp cre i$2,441,500
+5.1%
80,576
-3.7%
0.11%
-5.2%
BuyVANGUARD BD INDEX FDSsmcp val idx adm$2,446,482
+15.5%
31,333
+1.3%
0.11%
+4.8%
NGG BuyNATIONAL GRID PLCsponsored adr ne$2,412,624
+18.4%
35,485
+5.6%
0.11%
+7.9%
DELL BuyDELL TECHNOLOGIES INCcl c$2,425,891
+12.2%
31,711
+1.0%
0.11%
+0.9%
CRM SellSALESFORCE INC$2,395,099
+27.3%
9,102
-1.9%
0.11%
+14.9%
ACN BuyACCENTURE PLC IRELAND$2,381,275
+41.4%
6,786
+23.8%
0.11%
+27.4%
BMY SellBRISTOL-MYERS SQUIBB CO$2,349,638
-17.1%
45,793
-6.2%
0.11%
-24.8%
RTX SellRTX CORPORATION$2,356,088
+11.7%
28,002
-4.4%
0.11%
+1.0%
SellGOLDMAN SACHS TRus eq dv&prm i$2,364,608
-14.7%
158,911
-17.6%
0.11%
-23.2%
WMB SellWILLIAMS COS INC$2,364,225
+2.4%
67,879
-0.9%
0.11%
-7.8%
BuyHARDING LOEVNER FDS INCglob eqt pt inst$2,348,785
+38.7%
60,379
+23.4%
0.11%
+26.2%
BuyROWE T PRICE DIVID GROWTH FDdiv gwt fd i$2,339,065
+9.5%
33,051
+1.2%
0.10%
-0.9%
BLK BuyBLACKROCK INC$2,321,747
+29.3%
2,860
+3.0%
0.10%
+18.0%
HBAN BuyHUNTINGTON BANCSHARES INC$2,305,385
+29.5%
181,241
+5.9%
0.10%
+16.9%
TSN SellTYSON FOODS INCcl a$2,193,375
-3.4%
40,807
-9.3%
0.10%
-12.4%
T SellAT&T INC$2,154,819
+8.9%
128,416
-2.5%
0.10%
-2.0%
SellFIDELITY CONCORD STR TR500 index fund$2,161,818
-16.0%
13,063
-24.2%
0.10%
-24.2%
BCE SellBCE INC$2,157,353
+2.2%
54,783
-0.9%
0.10%
-7.6%
MS BuyMORGAN STANLEY$2,162,560
+25.6%
23,191
+10.0%
0.10%
+12.8%
BuySCHWAB CAP TRfdlint lcidx i$2,127,389
+7.0%
202,608
+1.3%
0.10%
-3.0%
USB SellUS BANCORP DEL$2,111,155
+29.5%
48,779
-1.1%
0.10%
+17.3%
VLO SellVALERO ENERGY CORP$2,085,460
-9.3%
16,042
-1.1%
0.09%
-17.5%
LMT SellLOCKHEED MARTIN CORP$2,084,450
+10.2%
4,599
-0.6%
0.09%0.0%
CE SellCELANESE CORP DEL$2,067,973
+16.1%
13,310
-6.2%
0.09%
+4.5%
AXP BuyAMERICAN EXPRESS CO$2,051,559
+32.8%
10,951
+5.7%
0.09%
+19.5%
BKNG SellBOOKING HOLDINGS INC$2,039,651
+11.5%
575
-3.0%
0.09%
+1.1%
WDAY BuyWORKDAY INCcl a$2,020,758
+34.1%
7,320
+4.4%
0.09%
+21.3%
PEG SellPUBLIC SVC ENTERPRISE GRP IN$2,003,701
-3.7%
32,767
-10.4%
0.09%
-13.5%
ODFL BuyOLD DOMINION FREIGHT LINE IN$1,996,654
+4.8%
4,926
+5.8%
0.09%
-5.3%
CIBR SellFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$1,971,351
+18.4%
36,615
-0.1%
0.09%
+7.2%
AEP BuyAMERICAN ELEC PWR CO INC$1,978,194
+8.4%
24,356
+0.4%
0.09%
-2.2%
BA BuyBOEING CO$1,954,167
+73.2%
7,497
+27.3%
0.09%
+57.1%
LULU BuyLULULEMON ATHLETICA INC$1,924,495
+32.9%
3,764
+0.3%
0.09%
+20.8%
SKYY BuyFIRST TR EXCHANGE TRADED FD$1,916,552
+17.2%
21,861
+1.5%
0.09%
+6.2%
FAST BuyFASTENAL CO$1,906,698
+23.0%
29,438
+3.8%
0.09%
+11.7%
CB SellCHUBB LIMITED$1,917,836
+6.1%
8,486
-2.3%
0.09%
-4.4%
SNY SellSANOFIsponsored adr$1,919,676
-11.6%
38,602
-4.7%
0.09%
-20.4%
FDX BuyFEDEX CORP$1,869,194
-3.6%
7,389
+1.0%
0.08%
-13.4%
XLE BuySELECT SECTOR SPDR TRenergy$1,873,068
-4.5%
22,341
+3.0%
0.08%
-14.3%
BuyPARNASSUS INCOME TRcore eqty fd in$1,844,767
+7.6%
33,383
+1.9%
0.08%
-2.4%
D SellDOMINION ENERGY INC$1,815,516
+0.6%
38,628
-4.4%
0.08%
-8.9%
SellBARON SELECT FDSemgmkts instl$1,817,933
-2.6%
129,666
-8.1%
0.08%
-11.8%
ORLY BuyOREILLY AUTOMOTIVE INC$1,813,702
+6.2%
1,909
+1.6%
0.08%
-3.5%
IEFA BuyISHARES TRcore msci eafe$1,797,794
+31.0%
25,555
+19.8%
0.08%
+19.1%
EEM BuyISHARES TRmsci emg mkt etf$1,780,900
+7.8%
44,290
+1.8%
0.08%
-2.4%
CPRT BuyCOPART INC$1,752,338
+15.2%
35,762
+1.3%
0.08%
+3.9%
SellHARDING LOEVNER FDS INCinstinal emmrkt$1,728,647
-6.1%
93,845
-10.2%
0.08%
-15.2%
TRP SellTC ENERGY CORP$1,737,784
+12.6%
44,456
-0.8%
0.08%
+1.3%
ORCL BuyORACLE CORP$1,736,114
+32.3%
16,467
+32.9%
0.08%
+20.0%
SBUX BuySTARBUCKS CORP$1,713,681
+8.1%
17,849
+2.8%
0.08%
-2.5%
 HARRIS ASSOC INVT TRoakmrk fd inst$1,713,901
+6.5%
64,0230.0%0.08%
-3.8%
DE SellDEERE & CO$1,694,248
-6.2%
4,237
-11.5%
0.08%
-15.6%
DTE SellDTE ENERGY CO$1,659,412
+3.7%
15,050
-6.6%
0.08%
-6.2%
VRTX BuyVERTEX PHARMACEUTICALS INC$1,671,503
+18.7%
4,108
+1.5%
0.08%
+7.1%
IJH BuyISHARES TRcore s&p mcp etf$1,664,285
+31.0%
6,005
+17.9%
0.08%
+19.0%
MTD BuyMETTLER TOLEDO INTERNATIONAL$1,667,819
+16.8%
1,375
+6.7%
0.08%
+5.6%
VEA BuyVANGUARD TAX-MANAGED FDSvan ftse dev mkt$1,648,286
+123.5%
34,411
+104.0%
0.07%
+100.0%
BuyVANGUARD BD INDEX FDSsc gwth idx adm$1,638,450
+17.2%
19,022
+2.5%
0.07%
+5.7%
CF SellCF INDS HLDGS INC$1,651,135
-16.3%
20,769
-9.7%
0.07%
-24.5%
TXN SellTEXAS INSTRS INC$1,623,119
+3.8%
9,522
-3.2%
0.07%
-6.4%
XLB BuySELECT SECTOR SPDR TRsbi materials$1,608,151
+10.6%
18,800
+1.5%
0.07%0.0%
SHW BuySHERWIN WILLIAMS CO$1,593,185
+24.9%
5,108
+2.1%
0.07%
+12.5%
MO SellALTRIA GROUP INC$1,554,057
-4.2%
38,524
-0.2%
0.07%
-13.6%
MPC SellMARATHON PETE CORP$1,564,603
-11.8%
10,546
-10.0%
0.07%
-20.5%
UL SellUNILEVER PLCspon adr new$1,561,394
-15.5%
32,207
-13.9%
0.07%
-23.9%
CCI SellCROWN CASTLE INC$1,532,256
-9.0%
13,302
-27.3%
0.07%
-17.9%
GILD SellGILEAD SCIENCES INC$1,516,344
+7.1%
18,718
-0.9%
0.07%
-2.9%
BURL BuyBURLINGTON STORES INC$1,489,522
+53.2%
7,659
+6.6%
0.07%
+39.6%
BSX BuyBOSTON SCIENTIFIC CORP$1,482,652
+10.5%
25,647
+0.9%
0.07%0.0%
VUG BuyVANGUARD INDEX FDSgrowth etf$1,497,508
+25.7%
4,817
+10.1%
0.07%
+13.6%
VB SellVANGUARD INDEX FDSsmall cp etf$1,460,243
+10.5%
6,845
-2.0%
0.07%0.0%
LECO BuyLINCOLN ELEC HLDGS INC$1,445,021
+22.5%
6,645
+2.4%
0.06%
+10.2%
ETR SellENTERGY CORP NEW$1,441,855
+8.2%
14,249
-1.1%
0.06%
-1.5%
PPL SellPPL CORP$1,443,318
+13.5%
53,259
-1.3%
0.06%
+3.2%
LAD BuyLITHIA MTRS INC$1,427,098
+20.9%
4,334
+8.5%
0.06%
+8.5%
FKYS  FIRST KEYSTONE CORP$1,429,973
-18.7%
100,3490.0%0.06%
-27.3%
VSLU NewETF OPPORTUNITIES TRUSTapplied fina val$1,389,40146,734
+100.0%
0.06%
ETN SellEATON CORP PLC$1,394,106
+8.2%
5,789
-4.2%
0.06%
-1.6%
IWB  ISHARES TRrus 1000 etf$1,395,747
+11.6%
5,3220.0%0.06%
+1.6%
SellWILMINGTON FDSlgcp stgy instl$1,384,858
-4.2%
50,340
-9.4%
0.06%
-13.9%
AMD SellADVANCED MICRO DEVICES INC$1,360,446
+40.9%
9,229
-1.7%
0.06%
+27.1%
NSC SellNORFOLK SOUTHN CORP$1,353,511
+19.2%
5,726
-0.7%
0.06%
+7.0%
CM SellCANADIAN IMPERIAL BK COMM TO$1,365,634
+23.2%
28,368
-1.2%
0.06%
+10.9%
QCOM SellQUALCOMM INC$1,334,645
+18.7%
9,228
-8.9%
0.06%
+7.1%
BX BuyBLACKSTONE INC$1,339,180
+26.1%
10,229
+3.2%
0.06%
+13.2%
NewKENVUE INC$1,318,30361,231
+100.0%
0.06%
IJR BuyISHARES TRcore s&p scp etf$1,282,762
+26.8%
11,850
+10.5%
0.06%
+16.0%
DDOG BuyDATADOG INC$1,282,136
+35.4%
10,563
+1.6%
0.06%
+23.4%
ANET BuyARISTA NETWORKS INC$1,258,564
+38.9%
5,344
+8.5%
0.06%
+26.7%
A BuyAGILENT TECHNOLOGIES INC$1,271,984
+24.9%
9,149
+0.5%
0.06%
+11.8%
ENTG BuyENTEGRIS INC$1,243,730
+38.3%
10,380
+8.4%
0.06%
+24.4%
BTI SellBRITISH AMERN TOB PLCsponsored adr$1,238,526
-7.0%
42,285
-0.3%
0.06%
-15.2%
AMAT SellAPPLIED MATLS INC$1,195,752
+9.5%
7,378
-6.5%
0.05%0.0%
SPY BuySPDR S&P 500 ETF TRtr unit$1,190,651
+33.4%
2,505
+20.0%
0.05%
+22.7%
MNST BuyMONSTER BEVERAGE CORP NEW$1,189,761
+12.6%
20,652
+3.5%
0.05%
+1.9%
EA SellELECTRONIC ARTS INC$1,210,494
+8.7%
8,848
-4.4%
0.05%
-1.8%
NDSN BuyNORDSON CORP$1,166,530
+18.7%
4,416
+0.3%
0.05%
+8.2%
TTD SellTHE TRADE DESK INC$1,154,741
-8.5%
16,047
-0.6%
0.05%
-17.5%
VBR  VANGUARD INDEX FDSsm cp val etf$1,146,408
+12.8%
6,3700.0%0.05%
+2.0%
BuyFEDERATED MANAGED POOL SERfh intl bd portf$1,153,168
+7.8%
93,223
+1.5%
0.05%
-1.9%
GS SellGOLDMAN SACHS GROUP INC$1,124,133
+18.6%
2,914
-0.5%
0.05%
+8.5%
NOW SellSERVICENOW INC$1,138,154
+19.8%
1,611
-5.2%
0.05%
+8.5%
WFC SellWELLS FARGO CO NEW$1,122,116
+10.9%
22,798
-8.0%
0.05%
+2.0%
BuyPIMCO FDS PAC INVT MGMT SERintl bd fd cl a$1,102,652
+37.1%
111,717
+30.4%
0.05%
+25.0%
KKR SellKKR & CO INC$1,107,455
+20.6%
13,367
-10.3%
0.05%
+8.7%
AMCR SellAMCOR PLCord$1,098,863
+4.7%
113,990
-0.5%
0.05%
-5.8%
NEE SellNEXTERA ENERGY INC$1,097,450
+1.5%
18,068
-4.2%
0.05%
-9.3%
WSM SellWILLIAMS SONOMA INC$1,078,514
+10.4%
5,345
-15.0%
0.05%0.0%
PLD SellPROLOGIS INC.$1,082,261
+15.1%
8,119
-3.1%
0.05%
+4.3%
ARES SellARES MANAGEMENT CORPORATION$1,076,819
+15.0%
9,055
-0.5%
0.05%
+2.1%
CSX SellCSX CORP$1,074,665
+9.4%
30,997
-3.0%
0.05%
-2.0%
VTIP NewVANGUARD MALVERN FDSstrm infproidx$1,075,22122,641
+100.0%
0.05%
DECK BuyDECKERS OUTDOOR CORP$1,060,798
+34.3%
1,587
+3.3%
0.05%
+23.1%
VXUS BuyVANGUARD STAR FDSvg tl intl stk f$1,038,817
+47.8%
17,923
+36.5%
0.05%
+34.3%
WAT SellWATERS CORP$1,033,452
+12.2%
3,139
-6.5%
0.05%
+2.2%
ABC BuyCENCORA INC$1,040,865
+15.3%
5,068
+1.0%
0.05%
+4.4%
IJK  ISHARES TRs&p mc 400gr etf$1,038,732
+9.7%
13,1120.0%0.05%0.0%
SellPIMCO FDS PAC INVT MGMT SERintl bd us instl$1,006,465
-2.5%
101,972
-7.3%
0.04%
-11.8%
CAG SellCONAGRA BRANDS INC$986,505
+3.7%
34,421
-0.8%
0.04%
-6.4%
 SMEAD FDS TRvalue fd inv$969,160
+12.9%
12,7050.0%0.04%
+2.3%
ST BuySENSATA TECHNOLOGIES HLDG PL$961,604
+6.0%
25,595
+6.7%
0.04%
-4.4%
PANW SellPALO ALTO NETWORKS INC$943,910
+19.6%
3,201
-4.9%
0.04%
+7.7%
O SellREALTY INCOME CORP$927,791
+13.4%
16,158
-1.3%
0.04%
+2.4%
BK BuyBANK NEW YORK MELLON CORP$925,813
+22.6%
17,787
+0.5%
0.04%
+10.5%
VYM SellVANGUARD WHITEHALL FDShigh div yld$931,887
+2.1%
8,348
-5.5%
0.04%
-6.7%
HSY SellHERSHEY CO$910,199
-6.9%
4,882
-0.1%
0.04%
-16.3%
DFS BuyDISCOVER FINL SVCS$916,171
+61.6%
8,151
+24.6%
0.04%
+46.4%
WM SellWASTE MGMT INC DEL$921,648
+16.9%
5,146
-0.5%
0.04%
+5.1%
SellFIDELITY CONTRAFUND$898,554
-39.9%
55,845
-44.4%
0.04%
-45.9%
COIN SellCOINBASE GLOBAL INC$882,470
+112.7%
5,074
-8.2%
0.04%
+90.5%
ICE BuyINTERCONTINENTAL EXCHANGE IN$855,599
+26.2%
6,662
+8.1%
0.04%
+14.7%
PGR SellPROGRESSIVE CORP$834,467
-13.7%
5,239
-24.5%
0.04%
-20.8%
SellJOHN HANCOCK FDS IIIdspln val fd i$846,261
-7.0%
38,171
-8.3%
0.04%
-15.6%
TXRH BuyTEXAS ROADHOUSE INC$849,865
+35.0%
6,953
+6.1%
0.04%
+22.6%
INTU SellINTUIT$843,790
+20.4%
1,350
-1.6%
0.04%
+8.6%
GD BuyGENERAL DYNAMICS CORP$847,043
+17.6%
3,262
+0.1%
0.04%
+5.6%
NVS BuyNOVARTIS AGsponsored adr$843,603
+9.7%
8,355
+10.6%
0.04%0.0%
SellPARNASSUS FDSmid cap investor$832,484
+8.7%
22,348
-2.0%
0.04%
-2.6%
BuyJACOBS SOLUTIONS INC$823,191
+11.8%
6,342
+17.6%
0.04%0.0%
QQQ BuyINVESCO QQQ TRunit ser 1$812,487
+29.7%
1,984
+13.4%
0.04%
+19.4%
MMM Sell3M CO$801,314
+9.9%
7,330
-5.9%
0.04%0.0%
IQV SellIQVIA HLDGS INC$791,088
+16.2%
3,419
-1.2%
0.04%
+5.9%
MMC SellMARSH & MCLENNAN COS INC$809,794
-3.7%
4,274
-3.2%
0.04%
-14.3%
EL SellLAUDER ESTEE COS INCcl a$801,303
-10.0%
5,479
-11.0%
0.04%
-18.2%
PKG SellPACKAGING CORP AMER$810,477
+4.7%
4,975
-1.3%
0.04%
-7.7%
SellBOSTON TR WALDEN FDSsmall cp fd$804,714
+7.5%
47,364
-1.9%
0.04%
-2.7%
HUBB SellHUBBELL INC$776,932
-2.8%
2,362
-7.4%
0.04%
-12.5%
BuyGOLDMAN SACHS TRintl sml cp r6$784,163
+12.3%
64,275
+5.2%
0.04%0.0%
 FIRST EAGLE FDSglobal fd cl a$783,449
+3.6%
12,4170.0%0.04%
-7.9%
EME BuyEMCOR GROUP INC$783,948
+5.8%
3,639
+3.3%
0.04%
-5.4%
HLI BuyHOULIHAN LOKEY INCcl a$773,659
+24.2%
6,452
+11.0%
0.04%
+12.9%
ISRG SellINTUITIVE SURGICAL INC$751,300
+13.2%
2,227
-1.9%
0.03%
+3.0%
LRCX BuyLAM RESEARCH CORP$748,012
+30.0%
955
+4.0%
0.03%
+17.2%
 AB PORTFOLIOSabtxmg wlt adv$759,366
+8.5%
39,7780.0%0.03%
-2.9%
CI SellTHE CIGNA GROUP$756,410
+1.3%
2,526
-3.2%
0.03%
-8.1%
PRU SellPRUDENTIAL FINL INC$726,903
+7.1%
7,009
-2.0%
0.03%
-2.9%
SPGI BuyS&P GLOBAL INC$733,024
+23.8%
1,664
+2.7%
0.03%
+13.8%
ZBRA BuyZEBRA TECHNOLOGIES CORPORATIcl a$724,324
+15.7%
2,650
+0.1%
0.03%
+6.5%
EQH BuyEQUITABLE HLDGS INC$732,266
+22.0%
21,990
+4.0%
0.03%
+10.0%
CRL BuyCHARLES RIV LABS INTL INC$734,731
+28.6%
3,108
+6.6%
0.03%
+17.9%
XEL BuyXCEL ENERGY INC$736,789
+97.9%
11,901
+82.9%
0.03%
+73.7%
TXT BuyTEXTRON INC$738,014
+6.4%
9,177
+3.4%
0.03%
-5.7%
MAR BuyMARRIOTT INTL INC NEWcl a$737,417
+74.8%
3,270
+52.4%
0.03%
+57.1%
TQQQ NewPROSHARES TRultrapro qqq$719,38214,189
+100.0%
0.03%
C BuyCITIGROUP INC$706,374
+38.9%
13,732
+11.1%
0.03%
+28.0%
SNPS SellSYNOPSYS INC$713,664
+10.5%
1,386
-1.5%
0.03%0.0%
 VANGUARD PRIMECAP FDadmiral shares$685,087
+2.5%
4,3810.0%0.03%
-6.1%
TT BuyTRANE TECHNOLOGIES PLC$679,504
+21.2%
2,786
+0.9%
0.03%
+10.7%
 DODGE & COX FDSintl stk i$695,906
+4.4%
14,1550.0%0.03%
-6.1%
WTKWY BuyWOLTERS KLUWER N Vsponsored adr$697,622
+17.1%
4,907
+0.0%
0.03%
+3.3%
GPN BuyGLOBAL PMTS INC$686,943
+12.0%
5,409
+1.7%
0.03%0.0%
BAH BuyBOOZ ALLEN HAMILTON HLDG CORcl a$697,748
+43.6%
5,455
+22.6%
0.03%
+29.2%
GPK SellGRAPHIC PACKAGING HLDG CO$657,908
+7.0%
26,690
-3.3%
0.03%
-3.2%
LPLA SellLPL FINL HLDGS INC$664,422
-13.1%
2,919
-9.3%
0.03%
-21.1%
AZO SellAUTOZONE INC$677,428
-11.7%
262
-13.2%
0.03%
-21.1%
PAYX SellPAYCHEX INC$663,204
+2.5%
5,568
-0.7%
0.03%
-6.2%
NSP SellINSPERITY INC$666,395
+6.2%
5,685
-11.6%
0.03%
-3.2%
XLC BuySELECT SECTOR SPDR TR$662,659
+13.5%
9,120
+2.4%
0.03%
+3.4%
TMUS BuyT-MOBILE US INC$668,255
+19.8%
4,168
+4.6%
0.03%
+7.1%
AMT SellAMERICAN TOWER CORP NEW$673,976
+29.9%
3,122
-1.1%
0.03%
+15.4%
RNR BuyRENAISSANCERE HLDGS LTD$673,456
+22.8%
3,436
+24.0%
0.03%
+11.1%
CAT SellCATERPILLAR INC$648,403
+2.2%
2,193
-5.6%
0.03%
-9.4%
BR BuyBROADRIDGE FINL SOLUTIONS IN$648,935
+23.6%
3,154
+7.5%
0.03%
+11.5%
BuySHELL PLCspon ads$641,154
+11.5%
9,744
+9.1%
0.03%0.0%
RSG SellREPUBLIC SVCS INC$648,096
+12.1%
3,930
-3.1%
0.03%0.0%
CMCSA SellCOMCAST CORP NEWcl a$648,233
-8.9%
14,783
-7.9%
0.03%
-17.1%
ALL SellALLSTATE CORP$652,166
-4.7%
4,659
-24.2%
0.03%
-14.7%
MAS BuyMASCO CORP$653,255
+32.8%
9,753
+5.9%
0.03%
+20.8%
CTSH SellCOGNIZANT TECHNOLOGY SOLUTIOcl a$650,766
-35.5%
8,616
-42.2%
0.03%
-42.0%
AZN SellASTRAZENECA PLCsponsored adr$612,076
-0.8%
9,088
-0.3%
0.03%
-9.7%
YORW SellYORK WTR CO$612,127
-1.9%
15,850
-4.8%
0.03%
-9.7%
IWO SellISHARES TRrus 2000 grw etf$615,669
+0.5%
2,441
-10.7%
0.03%
-9.7%
NVT BuyNVENT ELECTRIC PLC$611,994
+13.3%
10,357
+1.6%
0.03%
+3.7%
PAYC SellPAYCOM SOFTWARE INC$615,612
-35.3%
2,978
-18.9%
0.03%
-40.4%
BDX BuyBECTON DICKINSON & CO$631,762
-5.4%
2,591
+0.3%
0.03%
-15.2%
SLB SellSCHLUMBERGER LTD$616,569
-16.9%
11,848
-6.9%
0.03%
-24.3%
ELF BuyE L F BEAUTY INC$592,371
+33.0%
4,104
+1.2%
0.03%
+22.7%
COG SellCOTERRA ENERGY INC$593,568
-9.9%
23,259
-4.5%
0.03%
-18.2%
ADP SellAUTOMATIC DATA PROCESSING IN$605,722
-5.6%
2,600
-2.5%
0.03%
-15.6%
RHHBY SellROCHE HLDG LTDsponsored adr$596,004
-14.1%
16,413
-19.1%
0.03%
-22.9%
JCI SellJOHNSON CTLS INTL PLC$590,637
+6.7%
10,247
-1.5%
0.03%
-3.6%
COF SellCAPITAL ONE FINL CORP$606,167
+3.3%
4,623
-23.6%
0.03%
-6.9%
 NATIXIS FUNDS TRUST IIvn mid cp y$595,389
+15.0%
25,6960.0%0.03%
+3.8%
DY BuyDYCOM INDS INC$592,253
+41.3%
5,146
+9.3%
0.03%
+28.6%
VO SellVANGUARD INDEX FDSmid cap etf$572,759
+5.3%
2,462
-5.7%
0.03%
-3.7%
SellADVISORS INNER CIRCLE FDlsv val instl$588,178
-6.1%
23,555
-7.5%
0.03%
-16.1%
PSX BuyPHILLIPS 66$577,295
+121.5%
4,336
+99.9%
0.03%
+100.0%
DOV SellDOVER CORP$576,171
+6.7%
3,746
-3.3%
0.03%
-3.7%
EMR SellEMERSON ELEC CO$578,140
-2.0%
5,940
-2.8%
0.03%
-10.3%
 ROWE T PRICE BLUE CHIP GROWTblue chip gw i$555,625
+10.1%
3,7000.0%0.02%0.0%
SellCRH PLCord$560,333
+22.1%
8,102
-3.3%
0.02%
+8.7%
MU BuyMICRON TECHNOLOGY INC$554,112
+29.6%
6,493
+3.3%
0.02%
+19.0%
 JPMORGAN TR IIlrg cap growth i$550,441
+13.3%
9,1520.0%0.02%
+4.2%
UBER BuyUBER TECHNOLOGIES INC$546,432
+38.4%
8,875
+3.4%
0.02%
+25.0%
ICLR BuyICON PLC$560,478
+15.2%
1,980
+0.2%
0.02%
+4.2%
SCHW BuySCHWAB CHARLES CORP$556,454
+106.2%
8,088
+64.5%
0.02%
+92.3%
RSP SellINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$527,052
+7.4%
3,340
-3.6%
0.02%0.0%
ANTM SellELEVANCE HEALTH INC$541,822
-1.9%
1,149
-9.4%
0.02%
-11.1%
LUV BuySOUTHWEST AIRLS CO$541,211
+12.7%
18,740
+5.6%
0.02%0.0%
POOL BuyPOOL CORP$540,650
+13.0%
1,356
+1.0%
0.02%0.0%
BuyVANGUARD INDEX FDSextn mkt admir$515,777
+65.9%
4,086
+43.0%
0.02%
+53.3%
CHKP SellCHECK POINT SOFTWARE TECH LTord$518,415
+11.5%
3,393
-2.8%
0.02%0.0%
AKAM BuyAKAMAI TECHNOLOGIES INC$501,448
+25.2%
4,237
+12.7%
0.02%
+15.0%
LW SellLAMB WESTON HLDGS INC$512,995
+12.0%
4,746
-4.2%
0.02%0.0%
 GROWTH FD AMER$504,945
+6.1%
8,0250.0%0.02%
-4.2%
NVO BuyNOVO-NORDISK A Sadr$490,766
+44.0%
4,744
+26.6%
0.02%
+29.4%
SellTIAA-CREF FDSsocl intl adv$489,977
-6.7%
37,982
-13.5%
0.02%
-15.4%
MTSI BuyMACOM TECH SOLUTIONS HLDGS I$482,038
+21.5%
5,186
+6.6%
0.02%
+10.0%
TDY BuyTELEDYNE TECHNOLOGIES INC$494,042
+30.7%
1,107
+19.7%
0.02%
+15.8%
EW BuyEDWARDS LIFESCIENCES CORP$481,899
+12.8%
6,320
+2.5%
0.02%
+4.8%
CLH BuyCLEAN HARBORS INC$498,051
+24.5%
2,854
+19.4%
0.02%
+10.0%
MTB SellM & T BK CORP$484,989
+0.6%
3,538
-7.2%
0.02%
-8.3%
VGT  VANGUARD WORLD FDSinf tech etf$497,552
+16.7%
1,0280.0%0.02%
+4.8%
LYV BuyLIVE NATION ENTERTAINMENT IN$487,468
+35.4%
5,208
+20.1%
0.02%
+22.2%
MDB SellMONGODB INCcl a$482,442
+15.5%
1,180
-2.3%
0.02%
+4.8%
CYBR BuyCYBERARK SOFTWARE LTD$479,280
+51.7%
2,188
+13.4%
0.02%
+37.5%
NOC BuyNORTHROP GRUMMAN CORP$475,162
+8.5%
1,015
+2.0%
0.02%
-4.5%
CBRE BuyCBRE GROUP INCcl a$473,734
+28.6%
5,089
+2.0%
0.02%
+16.7%
CFR BuyCULLEN FROST BANKERS INC$473,992
+36.0%
4,369
+14.4%
0.02%
+23.5%
CNC BuyCENTENE CORP DEL$466,854
+23.8%
6,291
+14.9%
0.02%
+10.5%
 TIAA-CREF FDScore impct advsr$443,074
+5.5%
49,1210.0%0.02%
-4.8%
HUBS SellHUBSPOT INC$438,887
+10.8%
756
-6.0%
0.02%0.0%
CNQ SellCANADIAN NAT RES LTD$446,190
-9.6%
6,810
-10.8%
0.02%
-20.0%
FCX BuyFREEPORT-MCMORAN INCcl b$451,496
+17.1%
10,606
+2.6%
0.02%
+5.3%
STT SellSTATE STR CORP$440,204
+15.5%
5,683
-0.2%
0.02%
+5.3%
PRIM BuyPRIMORIS SVCS CORP$434,286
+22.8%
13,077
+21.0%
0.02%
+11.1%
UGI BuyUGI CORP NEW$447,006
+10.8%
18,171
+3.6%
0.02%0.0%
WHR BuyWHIRLPOOL CORP$429,482
-5.5%
3,527
+3.8%
0.02%
-17.4%
EXAS BuyEXACT SCIENCES CORP$423,979
+16.5%
5,731
+7.4%
0.02%
+5.6%
FLT BuyFLEETCOR TECHNOLOGIES INC$419,957
+12.3%
1,486
+1.5%
0.02%0.0%
CL SellCOLGATE PALMOLIVE CO$427,484
+9.8%
5,363
-2.1%
0.02%0.0%
HWM SellHOWMET AEROSPACE INC$418,293
+15.6%
7,729
-1.2%
0.02%
+5.6%
ICFI BuyICF INTL INC$425,199
+18.8%
3,171
+7.1%
0.02%
+5.6%
PFF BuyISHARES TRpfd and incm sec$410,959
+15.2%
13,176
+11.4%
0.02%
+5.6%
IEMG SellISHARES INCcore msci emkt$430,688
-4.0%
8,515
-9.7%
0.02%
-13.6%
 JANUS INVT FDentrpirse fd t$413,397
+1.1%
3,2020.0%0.02%
-5.0%
CDNS SellCADENCE DESIGN SYSTEM INC$422,989
+7.4%
1,553
-7.6%
0.02%
-5.0%
PCAR SellPACCAR INC$425,362
+12.5%
4,356
-2.1%
0.02%0.0%
TECH BuyBIO-TECHNE CORP$420,058
+60.4%
5,444
+41.5%
0.02%
+46.2%
RJF BuyRAYMOND JAMES FINL INC$416,787
+16.0%
3,738
+4.5%
0.02%
+5.6%
SellROWE T PRICE DIVID GROWTH FD$431,525
+7.1%
6,094
-1.0%
0.02%
-5.0%
VVV BuyVALVOLINE INC$417,175
+27.3%
11,101
+9.2%
0.02%
+18.8%
BuyAPOLLO GLOBAL MGMT INC$427,089
+7.8%
4,583
+3.9%
0.02%
-5.0%
VHT NewVANGUARD WORLD FDShealth car etf$419,6711,674
+100.0%
0.02%
DOX BuyAMDOCS LTD$408,249
+13.7%
4,645
+9.3%
0.02%0.0%
RIO SellRIO TINTO PLCsponsored adr$388,903
+12.8%
5,223
-3.6%
0.02%
+5.9%
TRMB SellTRIMBLE INC$400,383
-4.5%
7,526
-3.3%
0.02%
-14.3%
RS BuyRELIANCE STEEL & ALUMINUM CO$410,290
+18.4%
1,467
+11.0%
0.02%
+5.9%
IJT SellISHARES TRs&p sml 600 gwt$390,937
-16.3%
3,124
-26.6%
0.02%
-21.7%
 VANGUARD WORLD FDSinfotec ind ad$391,076
+16.7%
1,5780.0%0.02%
+5.9%
LSTR BuyLANDSTAR SYS INC$393,302
+22.6%
2,031
+12.0%
0.02%
+12.5%
VTV BuyVANGUARD INDEX FDSvalue etf$407,686
+74.9%
2,727
+61.4%
0.02%
+50.0%
KEYS SellKEYSIGHT TECHNOLOGIES INC$392,792
+18.0%
2,469
-1.9%
0.02%
+5.9%
SWKS SellSKYWORKS SOLUTIONS INC$395,942
+13.6%
3,522
-0.4%
0.02%
+5.9%
USFD BuyUS FOODS HLDG CORP$389,571
+15.4%
8,579
+0.9%
0.02%
+5.9%
RH BuyRH$397,870
+48.6%
1,365
+34.7%
0.02%
+38.5%
XLY  SELECT SECTOR SPDR TRsbi cons discr$372,103
+11.1%
2,0810.0%0.02%0.0%
AVTR BuyAVANTOR INC$373,201
+10.4%
16,347
+1.9%
0.02%0.0%
FE BuyFIRSTENERGY CORP$374,224
+11.7%
10,208
+4.2%
0.02%0.0%
WST BuyWEST PHARMACEUTICAL SVSC INC$371,838
+21.9%
1,056
+29.9%
0.02%
+13.3%
HTGC SellHERCULES CAPITAL INC$373,691
-13.8%
22,417
-15.1%
0.02%
-22.7%
 MASSACHUSETTS INVS GROWTH STcl i$377,835
+7.6%
9,2080.0%0.02%0.0%
APD SellAIR PRODS & CHEMS INC$387,700
-8.4%
1,416
-5.2%
0.02%
-19.0%
SRE SellSEMPRA$380,748
+8.6%
5,095
-1.1%
0.02%0.0%
SMPL BuySIMPLY GOOD FOODS CO$367,408
+23.8%
9,278
+8.0%
0.02%
+13.3%
SEDG BuySOLAREDGE TECHNOLOGIES INC$379,641
-10.2%
4,056
+24.2%
0.02%
-19.0%
ANSS SellANSYS INC$381,386
+21.0%
1,051
-0.8%
0.02%
+6.2%
CVE SellCENOVUS ENERGY INC$369,046
-21.5%
22,165
-1.8%
0.02%
-26.1%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$371,472
+13.3%
2,180
+3.3%
0.02%
+6.2%
EQT BuyEQT CORP$382,926
+6.8%
9,905
+12.1%
0.02%
-5.6%
KDP SellKEURIG DR PEPPER INC$386,744
-18.1%
11,607
-22.4%
0.02%
-29.2%
SNX BuyTD SYNNEX CORPORATION$362,000
+18.8%
3,364
+10.2%
0.02%
+6.7%
IVW  ISHARES TRs&p 500 grwt etf$355,823
+9.8%
4,7380.0%0.02%0.0%
ET SellENERGY TRANSFER L P$351,030
-49.2%
25,437
-48.4%
0.02%
-52.9%
TTWO BuyTAKE-TWO INTERACTIVE SOFTWAR$366,321
+39.2%
2,276
+21.5%
0.02%
+23.1%
NEM BuyNEWMONT CORP$365,803
+28.1%
8,838
+14.3%
0.02%
+14.3%
 VANGUARD BD INDEX FDSftse al wl adm s$362,245
+8.3%
10,3750.0%0.02%
-5.9%
SFM BuySPROUTS FMRS MKT INC$347,402
+17.1%
7,221
+4.2%
0.02%
+6.7%
MMS BuyMAXIMUS INC$348,438
+27.5%
4,155
+13.6%
0.02%
+14.3%
HP BuyHELMERICH & PAYNE INC$353,868
-8.8%
9,770
+6.1%
0.02%
-15.8%
BP SellBP PLCsponsored adr$362,743
-16.7%
10,247
-8.9%
0.02%
-27.3%
 EATON VANCE GROWTH TRatl captsmid i$354,983
+7.9%
9,3760.0%0.02%0.0%
RGA SellREINSURANCE GRP OF AMERICA I$362,872
+10.1%
2,243
-1.2%
0.02%0.0%
LDOS SellLEIDOS HOLDINGS INC$328,832
+12.5%
3,038
-4.3%
0.02%0.0%
TENB BuyTENABLE HLDGS INC$335,362
+19.7%
7,281
+16.5%
0.02%
+7.1%
CMC BuyCOMMERCIAL METALS CO$339,020
+15.0%
6,775
+13.5%
0.02%0.0%
EOG SellEOG RES INC$322,936
-8.8%
2,670
-4.4%
0.02%
-16.7%
HAS BuyHASBRO INC$331,736
-3.6%
6,497
+24.8%
0.02%
-11.8%
LNG BuyCHENIERE ENERGY INC$326,226
+11.9%
1,911
+8.8%
0.02%0.0%
DG BuyDOLLAR GEN CORP NEW$331,581
+35.6%
2,439
+5.5%
0.02%
+25.0%
SF SellSTIFEL FINL CORP$332,542
+12.2%
4,809
-0.3%
0.02%0.0%
AL BuyAIR LEASE CORPcl a$333,297
+8.7%
7,947
+2.2%
0.02%0.0%
MDLZ BuyMONDELEZ INTL INCcl a$339,406
+7.2%
4,686
+2.7%
0.02%
-6.2%
FTV SellFORTIVE CORP$326,106
-1.5%
4,429
-0.8%
0.02%
-6.2%
TEL BuyTE CONNECTIVITY LTD$304,322
+14.0%
2,166
+0.2%
0.01%
+7.7%
 BELPOINTE PREP LLCunit rp ltd lb a$313,635
-9.9%
4,0600.0%0.01%
-17.6%
PRMW BuyPRIMO WATER CORPORATION$305,364
+20.1%
20,290
+10.2%
0.01%
+7.7%
XLV  SELECT SECTOR SPDR TRsbi healthcare$315,583
+5.9%
2,3140.0%0.01%
-6.7%
OMF SellONEMAIN HLDGS INC$313,797
-13.9%
6,378
-29.9%
0.01%
-22.2%
OMC SellOMNICOM GROUP INC$308,061
+9.6%
3,561
-5.6%
0.01%0.0%
SNA SellSNAP ON INC$309,924
+12.7%
1,073
-0.5%
0.01%0.0%
BWXT NewBWX TECHNOLOGIES INC$304,8473,973
+100.0%
0.01%
AVY BuyAVERY DENNISON CORP$322,040
+11.1%
1,593
+0.4%
0.01%0.0%
 MAINSTAY FDS TRepoch gbl eqt i$304,970
+8.8%
14,5700.0%0.01%0.0%
LH SellLABORATORY CORP AMER HLDGS$312,068
+10.1%
1,373
-2.6%
0.01%0.0%
 VANGUARD TAX-MANAGED FDScap apprec adm$315,477
+11.5%
1,2760.0%0.01%0.0%
AME BuyAMETEK INC$307,189
+23.6%
1,863
+10.8%
0.01%
+16.7%
IR BuyINGERSOLL RAND INC$305,028
+29.1%
3,944
+6.3%
0.01%
+16.7%
IDA BuyIDACORP INC$299,876
+14.1%
3,050
+8.7%
0.01%
+7.7%
HLT BuyHILTON WORLDWIDE HLDGS INC$301,905
+30.1%
1,658
+7.3%
0.01%
+16.7%
WCC BuyWESCO INTL INC$319,417
+24.6%
1,837
+3.1%
0.01%
+7.7%
CBU BuyCOMMUNITY BK SYS INC$305,312
+37.7%
5,859
+11.6%
0.01%
+27.3%
AJG SellGALLAGHER ARTHUR J & CO$314,831
-11.6%
1,400
-10.4%
0.01%
-22.2%
STE BuySTERIS PLC$299,874
+11.2%
1,364
+11.0%
0.01%
+7.7%
LOGI NewLOGITECH INTL S A$316,1693,326
+100.0%
0.01%
DD SellDUPONT DE NEMOURS INC$308,950
-27.0%
4,016
-29.2%
0.01%
-33.3%
NXPI SellNXP SEMICONDUCTORS N V$309,608
+14.1%
1,348
-0.7%
0.01%0.0%
OHI SellOMEGA HEALTHCARE INVS INC$284,984
-11.6%
9,295
-4.4%
0.01%
-18.8%
 ROCKET LAB USA INC$296,546
+26.3%
53,6250.0%0.01%
+8.3%
TSM BuyTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$279,136
+21.3%
2,684
+1.3%
0.01%
+18.2%
 MFS SER TR Ivalue fd cl i$290,688
+2.2%
6,1060.0%0.01%
-7.1%
SellVANGUARD WORLD FDintl gr fd adm$288,752
-19.2%
2,836
-26.0%
0.01%
-27.8%
SPOT NewSPOTIFY TECHNOLOGY S A$289,1921,539
+100.0%
0.01%
TFX BuyTELEFLEX INCORPORATED$296,963
+36.1%
1,191
+7.2%
0.01%
+18.2%
IPGP SellIPG PHOTONICS CORP$289,801
+0.9%
2,670
-5.6%
0.01%
-7.1%
MOH SellMOLINA HEALTHCARE INC$297,358
+8.7%
823
-1.3%
0.01%
-7.1%
BLD NewTOPBUILD CORP$284,436760
+100.0%
0.01%
GWW SellGRAINGER W W INC$293,355
+8.2%
354
-9.7%
0.01%
-7.1%
CIEN BuyCIENA CORP$284,013
+14.2%
6,310
+19.9%
0.01%
+8.3%
CRWD NewCROWDSTRIKE HLDGS INCcl a$288,0001,128
+100.0%
0.01%
SAP NewSAP SEspon adr$282,4351,827
+100.0%
0.01%
VFH  VANGUARD WORLD FDSfinancials etf$293,940
+14.9%
3,1860.0%0.01%0.0%
CARR BuyCARRIER GLOBAL CORPORATION$282,653
+25.1%
4,920
+20.2%
0.01%
+18.2%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$288,727
+13.8%
7,025
+8.5%
0.01%0.0%
CCEP BuyCOCA-COLA EUROPACIFIC PARTNE$282,977
+7.0%
4,240
+0.2%
0.01%0.0%
XLK  SELECT SECTOR SPDR TRtechnology$281,598
+17.4%
1,4630.0%0.01%
+8.3%
SDY SellSPDR SER TRs&p divid etf$258,444
-5.0%
2,160
-2.9%
0.01%
-14.3%
OTIS SellOTIS WORLDWIDE CORP$273,956
-3.7%
3,062
-13.5%
0.01%
-14.3%
CAH SellCARDINAL HEALTH INC$255,729
-5.3%
2,537
-18.4%
0.01%
-7.7%
 BNY MELLON INDEX FDS INCintl stock idx i$257,633
+6.8%
13,4950.0%0.01%0.0%
ARCC SellARES CAPITAL CORP$258,186
+1.5%
12,890
-1.3%
0.01%
-7.7%
BuyLUCID GROUP INC$267,380
+10.4%
63,511
+46.5%
0.01%0.0%
ATR BuyAPTARGROUP INC$275,672
+3.7%
2,230
+4.9%
0.01%
-7.7%
MGM NewMGM RESORTS INTERNATIONAL$276,4796,188
+100.0%
0.01%
SBAC NewSBA COMMUNICATIONS CORP NEWcl a$261,5531,031
+100.0%
0.01%
ROST BuyROSS STORES INC$268,199
+32.3%
1,938
+8.0%
0.01%
+20.0%
IWN BuyISHARES TRrus 2000 val etf$258,779
+23.5%
1,666
+7.8%
0.01%
+20.0%
RL NewRALPH LAUREN CORPcl a$256,5311,779
+100.0%
0.01%
EXR SellEXTRA SPACE STORAGE INC$273,362
+16.8%
1,705
-11.4%
0.01%0.0%
CMS BuyCMS ENERGY CORP$268,225
+20.4%
4,619
+10.1%
0.01%
+9.1%
ASH BuyASHLAND INC$267,514
+11.9%
3,173
+8.4%
0.01%0.0%
TD  TORONTO DOMINION BK ONT$263,003
+7.2%
4,0700.0%0.01%0.0%
CWEN SellCLEARWAY ENERGY INCcl c$266,674
+20.9%
9,722
-6.7%
0.01%
+9.1%
 AMCAP FD$259,045
+10.7%
6,7090.0%0.01%0.0%
IDEXY NewINDUSTRIA DE DISENO TEXTIL Iunsponsord adr$275,01212,628
+100.0%
0.01%
WWD SellWOODWARD INC$275,662
+2.3%
2,025
-6.6%
0.01%
-7.7%
HAL SellHALLIBURTON CO$257,315
-22.9%
7,118
-13.6%
0.01%
-29.4%
BFB BuyBROWN FORMAN CORPcl b$251,354
+0.7%
4,402
+1.7%
0.01%
-8.3%
H SellHYATT HOTELS CORP$236,041
+14.0%
1,810
-7.3%
0.01%
+10.0%
WY BuyWEYERHAEUSER CO MTN BE$233,515
+15.2%
6,716
+1.6%
0.01%
+10.0%
ARW BuyARROW ELECTRS INC$245,233
+1.5%
2,006
+3.9%
0.01%
-8.3%
TSCO BuyTRACTOR SUPPLY CO$251,154
+20.8%
1,168
+14.1%
0.01%
+10.0%
ALLE BuyALLEGION PLC$247,931
+21.6%
1,957
+0.1%
0.01%
+10.0%
HXL SellHEXCEL CORP NEW$249,053
-3.9%
3,377
-15.2%
0.01%
-15.4%
ARE NewALEXANDRIA REAL ESTATE EQ IN$252,3991,991
+100.0%
0.01%
TTEK SellTETRA TECH INC NEW$236,039
-5.6%
1,414
-14.0%
0.01%
-8.3%
WDFC  WD 40 CO$243,612
+17.6%
1,0190.0%0.01%
+10.0%
SPR NewSPIRIT AEROSYSTEMS HLDGS INC$252,8417,956
+100.0%
0.01%
NewKYNDRYL HLDGS INC$238,26311,466
+100.0%
0.01%
KEY SellKEYCORP$243,460
+10.3%
16,907
-17.6%
0.01%0.0%
BHP SellBHP GROUP LTDsponsored ads$235,737
+0.7%
3,451
-16.1%
0.01%
-8.3%
 VANGUARD SPECIALIZED FUNDShealthcare adm$238,071
+2.6%
2,7000.0%0.01%
-8.3%
ALB SellALBEMARLE CORP$252,117
-25.7%
1,745
-12.5%
0.01%
-35.3%
CHX BuyCHAMPIONX CORPORATION$246,531
+1.6%
8,440
+23.8%
0.01%
-8.3%
BuyDIGITALBRIDGE GROUP INCcl a new$253,610
+16.6%
14,459
+16.8%
0.01%0.0%
SAIA NewSAIA INC$242,335553
+100.0%
0.01%
TYL BuyTYLER TECHNOLOGIES INC$234,564
+12.1%
561
+3.5%
0.01%
+10.0%
ADI SellANALOG DEVICES INC$220,997
+4.2%
1,113
-8.1%
0.01%
-9.1%
ARGX BuyARGENX SEsponsored adr$213,040
-19.6%
560
+3.9%
0.01%
-23.1%
CTLT SellCATALENT INC$218,089
-3.1%
4,854
-1.8%
0.01%
-9.1%
JBL NewJABIL INC$220,7831,733
+100.0%
0.01%
 VANGUARD WELLESLEY INCOME FD$215,765
+5.5%
8,6470.0%0.01%0.0%
TPR NewTAPESTRY INC$211,6565,750
+100.0%
0.01%
AOS NewSMITH A O CORP$224,3182,721
+100.0%
0.01%
IVE NewISHARES TRs&p 500 val etf$218,7531,258
+100.0%
0.01%
CZNC NewCITIZENS & NORTHN CORP$213,2199,506
+100.0%
0.01%
WEC  WEC ENERGY GROUP INC$214,885
+4.5%
2,5530.0%0.01%0.0%
BuyWARNER BROS DISCOVERY INC$219,417
+22.8%
19,281
+17.2%
0.01%
+11.1%
PYPL SellPAYPAL HLDGS INC$222,733
-11.9%
3,627
-16.2%
0.01%
-23.1%
BAX SellBAXTER INTL INC$221,985
-9.0%
5,742
-11.2%
0.01%
-16.7%
GDDY NewGODADDY INCcl a$228,7742,155
+100.0%
0.01%
FTNT SellFORTINET INC$215,272
-4.2%
3,678
-3.9%
0.01%
-9.1%
CCK SellCROWN HLDGS INC$225,804
+2.3%
2,452
-1.7%
0.01%
-9.1%
EXC SellEXELON CORP$217,266
-9.3%
6,052
-4.5%
0.01%
-16.7%
FTI BuyTECHNIPFMC PLC$216,504
+5.7%
10,750
+6.8%
0.01%0.0%
EMN NewEASTMAN CHEM CO$231,6452,579
+100.0%
0.01%
ASML NewASML HOLDING N V$220,263291
+100.0%
0.01%
AVNS NewAVANOS MED INC$228,29210,178
+100.0%
0.01%
MGY NewMAGNOLIA OIL & GAS CORPcl a$212,5599,984
+100.0%
0.01%
FSK SellFS KKR CAP CORP$203,154
-45.2%
10,173
-45.9%
0.01%
-50.0%
ED NewCONSOLIDATED EDISON INC$208,5942,293
+100.0%
0.01%
NewAB TRadvisor cl$204,3129,203
+100.0%
0.01%
BXP NewBOSTON PROPERTIES INC$200,1242,852
+100.0%
0.01%
NewNEW PERSPECTIVE FD INC$203,9103,647
+100.0%
0.01%
CNP NewCENTERPOINT ENERGY INC$204,0177,141
+100.0%
0.01%
MKSI NewMKS INSTRS INC$203,9911,983
+100.0%
0.01%
GATX NewGATX CORP$207,1381,723
+100.0%
0.01%
MGNI BuyMAGNITE INC$190,069
+64.6%
20,350
+32.9%
0.01%
+50.0%
GVI NewISHARES TRintrm gov cr etf$204,1771,949
+100.0%
0.01%
SYY NewSYSCO CORP$206,8842,829
+100.0%
0.01%
RCL NewROYAL CARIBBEAN GROUP$208,7371,612
+100.0%
0.01%
AMKBY SellA P MOLLER-MAERSK A/Sunsponsord adr$197,601
-34.1%
21,968
-33.7%
0.01%
-40.0%
TECK NewTECK RESOURCES LTDcl b$207,2494,903
+100.0%
0.01%
SellPIMCO FDS PAC INVT MGMT SERintl bd instl$168,758
-15.6%
21,663
-22.7%
0.01%
-20.0%
SOUHY SellSOUTH32 LTDsponsored adr$174,413
-29.5%
15,352
-32.2%
0.01%
-33.3%
NEO  NEOGENOMICS INC$177,203
+31.5%
10,9520.0%0.01%
+14.3%
FOLD SellAMICUS THERAPEUTICS INC$162,177
+13.7%
11,429
-2.6%
0.01%0.0%
SellGOLDMAN SACHS TRem mkt debt i$149,979
+0.6%
15,787
-7.4%
0.01%0.0%
UGP NewULTRAPAR PARTICIPACOES SA$155,03328,604
+100.0%
0.01%
NTDOY NewNINTENDO LTDunspon ads$157,78612,091
+100.0%
0.01%
SellPIMCO FDS PAC INVT MGMT SERstkspls int inst$131,969
+0.2%
16,093
-2.5%
0.01%
-14.3%
WIT BuyWIPRO LTDspon adr 1 sh$136,459
+46.3%
24,499
+27.1%
0.01%
+20.0%
 RBB FD INCcampbell syste i$124,898
-8.7%
13,8770.0%0.01%
-14.3%
SellXPONENTIAL FITNESS INC$131,683
-37.5%
10,216
-24.8%
0.01%
-40.0%
COTY NewCOTY INC$130,50910,508
+100.0%
0.01%
BACHY SellBANK OF CHINA LTDadr$119,958
-0.2%
12,573
-8.5%
0.01%
-16.7%
FPAFY BuyFIRST PACIFIC CO LTDsponsored adr$108,886
+1.5%
54,690
+0.9%
0.01%0.0%
RYCEY SellROLLS ROYCE HOLDINGS PLCsponsored adr$106,231
-13.0%
27,802
-38.6%
0.01%
-16.7%
ITUB BuyITAU UNIBANCO HLDG S Aspon adr rep pfd$85,311
+31.8%
12,275
+1.9%
0.00%
+33.3%
CRRFY BuyCARREFOUR SAsponsored adr$70,853
+9.4%
19,359
+3.1%
0.00%0.0%
CIG NewCIA ENERGETICA DE MINAS GERAsp adr n-v pfd$41,19717,758
+100.0%
0.00%
ALSMY NewALSTOMadr$16,12511,980
+100.0%
0.00%
INCZY NewINCITEC PIVOT LTDsponsored adr$19,83110,233
+100.0%
0.00%
NewPETROCHINA CO LTD$8,92813,600
+100.0%
0.00%
TRVG ExitTRIVAGO N V$0-11,840
-100.0%
-0.00%
ASX ExitASE TECHNOLOGY HLDG CO LTDsponsored ads$0-14,607
-100.0%
-0.01%
ExitJPMORGAN TR Iincm bldr fd a$0-11,521
-100.0%
-0.01%
ExitVANGUARD WELLINGTON FDadmiral shares$0-3,079
-100.0%
-0.01%
EPD ExitENTERPRISE PRODS PARTNERS L$0-7,683
-100.0%
-0.01%
ExitBNY MELLON INVT FDS IV INCinstinl s&p500 i$0-3,450
-100.0%
-0.01%
SSNC ExitSS&C TECHNOLOGIES HLDGS INC$0-4,040
-100.0%
-0.01%
WTRG ExitESSENTIAL UTILS INC$0-6,286
-100.0%
-0.01%
WPC ExitWP CAREY INC$0-4,500
-100.0%
-0.01%
HMC ExitHONDA MOTOR LTDadr ech cnv in 3$0-6,929
-100.0%
-0.01%
EQNR ExitEQUINOR ASAsponsored adr$0-8,104
-100.0%
-0.01%
CPRI ExitCAPRI HOLDINGS LIMITED$0-5,429
-100.0%
-0.01%
SONY ExitSONY GROUP CORPsponsored adr$0-3,587
-100.0%
-0.02%
PXD ExitPIONEER NAT RES CO$0-1,729
-100.0%
-0.02%
ATVI ExitACTIVISION BLIZZARD INC$0-5,821
-100.0%
-0.03%
ExitFLEMING CAP MUT FD GROUPjp morgan mid l$0-27,929
-100.0%
-0.05%
NOBL ExitPROSHARES TRs&p 500 dv arist$0-79,869
-100.0%
-0.35%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2024-01-04
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ADVISORS INNER CIRCLE FD43Q4 20235.7%
VANGUARD INSTL INDEX FD43Q4 20235.7%
FEDERATED INVESTORS43Q4 20236.0%
APPLE INC43Q4 20232.8%
NATIXIS FUNDS TRUST II43Q4 20235.3%
ISHARES TR43Q4 20232.0%
ISHARES TR43Q4 20231.5%
MICROSOFT CORP43Q4 20232.0%
HARDING LOEVNER FDS INC43Q4 20232.4%
EXXON MOBIL CORP43Q4 20231.5%

View FULTON BANK, N.A.'s complete holdings history.

Latest filings
TypeFiled
13F-HR/A2024-01-24
13F-HR2024-01-04
13F-HR2023-10-04
13F-HR2023-07-06
13F-HR2023-04-06
13F-HR2023-01-05
13F-HR2022-10-04
13F-HR2022-07-07
13F-HR2022-04-05
13F-HR2022-01-05

View FULTON BANK, N.A.'s complete filings history.

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