| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XEL | Exit | XCEL ENERGY INC COMput | $0 | – | -6,000 | -100.0% | 0.00% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INC COMcef | $0 | – | -15,200 | -100.0% | -0.05% | – |
| BTZ | Exit | BLACKROCK CR ALLOCATION INCOME COMcef | $0 | – | -15,185 | -100.0% | -0.06% | – |
| MUA | Exit | BLACKROCK MUNIASSETS FD INC COMcef | $0 | – | -22,430 | -100.0% | -0.08% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC COMstock | $0 | – | -1,517 | -100.0% | -0.08% | – |
| IAU | Exit | ISHARES GOLD TRUSTetf | $0 | – | -5,763 | -100.0% | -0.08% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC COM NEWstock | $0 | – | -691 | -100.0% | -0.08% | – |
| STE | Exit | STERIS PLC SHS USDstock | $0 | – | -934 | -100.0% | -0.09% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPPOR COMcef | $0 | – | -15,717 | -100.0% | -0.09% | – |
| NKE | Exit | NIKE INC CL Bstock | $0 | – | -2,153 | -100.0% | -0.09% | – |
| ANSS | Exit | ANSYS INC COMstock | $0 | – | -692 | -100.0% | -0.09% | – |
| POOL | Exit | POOL CORP COMstock | $0 | – | -627 | -100.0% | -0.09% | – |
| IWP | Exit | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $0 | – | -2,424 | -100.0% | -0.09% | – |
| VB | Exit | VANGUARD SMALL-CAP ETFetf | $0 | – | -1,185 | -100.0% | -0.09% | – |
| LOW | Exit | LOWES COS INC COMstock | $0 | – | -1,077 | -100.0% | -0.09% | – |
| PCEF | Exit | INVESCO CEF INCOME COMPOSITE ETFetf | $0 | – | -13,195 | -100.0% | -0.09% | – |
| UNP | Exit | UNION PAC CORP COMstock | $0 | – | -1,111 | -100.0% | -0.10% | – |
| IVW | Exit | ISHARES S&P 500 GROWTH ETFetf | $0 | – | -3,333 | -100.0% | -0.10% | – |
| TJX | Exit | TJX COS INCstock | $0 | – | -2,594 | -100.0% | -0.10% | – |
| DHR | Exit | DANAHER CORPORATIONstock | $0 | – | -952 | -100.0% | -0.10% | – |
| RWO | Exit | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $0 | – | -6,176 | -100.0% | -0.10% | – |
| Exit | KENVUE INC COMstock | $0 | – | -12,022 | -100.0% | -0.10% | – | |
| CUT | Exit | INVESCO MSCI GLOBAL TIMBER ETFetf | $0 | – | -8,010 | -100.0% | -0.10% | – |
| WMS | Exit | ADVANCED DRAIN SYS INC DEL COMstock | $0 | – | -2,140 | -100.0% | -0.10% | – |
| VRSK | Exit | VERISK ANALYTICS INC COMstock | $0 | – | -1,031 | -100.0% | -0.10% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. COMstock | $0 | – | -3,126 | -100.0% | -0.10% | – |
| EEM | Exit | ISHARES MSCI EMERGING MARKETS ETFetf | $0 | – | -6,525 | -100.0% | -0.10% | – |
| Exit | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $0 | – | -4,958 | -100.0% | -0.10% | – | |
| CASY | Exit | CASEYS GEN STORES INC COMstock | $0 | – | -925 | -100.0% | -0.10% | – |
| CI | Exit | THE CIGNA GROUP COMstock | $0 | – | -895 | -100.0% | -0.11% | – |
| CHD | Exit | CHURCH & DWIGHT CO INC COMstock | $0 | – | -2,806 | -100.0% | -0.11% | – |
| BMO | Exit | BANK MONTREAL QUE COMstock | $0 | – | -3,079 | -100.0% | -0.11% | – |
| CHY | Exit | CALAMOS CONV & HIGH INCOME FD COM SHScef | $0 | – | -23,344 | -100.0% | -0.11% | – |
| EMR | Exit | EMERSON ELEC CO COMstock | $0 | – | -2,736 | -100.0% | -0.11% | – |
| V | Exit | VISA INC COM CL Astock | $0 | – | -1,150 | -100.0% | -0.11% | – |
| DE | Exit | DEERE & CO COMstock | $0 | – | -702 | -100.0% | -0.11% | – |
| IJR | Exit | ISHARES CORE S&P SMALL CAP ETFetf | $0 | – | -2,817 | -100.0% | -0.11% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC COMstock | $0 | – | -531 | -100.0% | -0.11% | – |
| EVV | Exit | EATON VANCE LTD DURATION INCOM COMcef | $0 | – | -30,437 | -100.0% | -0.12% | – |
| IUSG | Exit | ISHARES CORE S&P U.S. GROWTH ETFetf | $0 | – | -2,918 | -100.0% | -0.12% | – |
| CL | Exit | COLGATE PALMOLIVE CO COMstock | $0 | – | -3,960 | -100.0% | -0.12% | – |
| SPDW | Exit | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $0 | – | -9,360 | -100.0% | -0.12% | – |
| IWF | Exit | ISHARES RUSSELL 1000 GROWTH ETFetf | $0 | – | -1,103 | -100.0% | -0.12% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC COMstock | $0 | – | -333 | -100.0% | -0.13% | – |
| PAYX | Exit | PAYCHEX INC COMstock | $0 | – | -2,645 | -100.0% | -0.13% | – |
| IEX | Exit | IDEX CORPstock | $0 | – | -1,467 | -100.0% | -0.13% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS COMstock | $0 | – | -2,256 | -100.0% | -0.13% | – |
| APA | Exit | APA CORPORATION COMstock | $0 | – | -7,721 | -100.0% | -0.13% | – |
| SLV | Exit | ISHARES SILVER TRUSTetf | $0 | – | -15,776 | -100.0% | -0.13% | – |
| RSP | Exit | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $0 | – | -2,299 | -100.0% | -0.14% | – |
| FNDE | Exit | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $0 | – | -12,508 | -100.0% | -0.14% | – |
| AXON | Exit | AXON ENTERPRISE INC COMstock | $0 | – | -1,659 | -100.0% | -0.14% | – |
| INTC | Exit | INTEL CORP COMstock | $0 | – | -9,337 | -100.0% | -0.14% | – |
| WDFC | Exit | WD 40 CO COMstock | $0 | – | -1,647 | -100.0% | -0.14% | – |
| COG | Exit | COTERRA ENERGY INC COMstock | $0 | – | -12,600 | -100.0% | -0.14% | – |
| AAXJ | Exit | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETFetf | $0 | – | -5,503 | -100.0% | -0.15% | – |
| EWJ | Exit | ISHARES MSCI JAPAN ETFetf | $0 | – | -5,830 | -100.0% | -0.15% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $0 | – | -3,651 | -100.0% | -0.15% | – |
| HD | Exit | HOME DEPOT INC COMstock | $0 | – | -1,234 | -100.0% | -0.16% | – |
| RWX | Exit | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $0 | – | -15,995 | -100.0% | -0.16% | – |
| GD | Exit | GENERAL DYNAMICS CORP COMstock | $0 | – | -1,727 | -100.0% | -0.16% | – |
| MGK | Exit | VANGUARD MEGA CAP GROWTH ETFetf | $0 | – | -1,685 | -100.0% | -0.16% | – |
| KSS | Exit | KOHLS CORP COMstock | $0 | – | -18,366 | -100.0% | -0.16% | – |
| CSGP | Exit | COSTAR GROUP INCstock | $0 | – | -5,230 | -100.0% | -0.17% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET ETFetf | $0 | – | -1,914 | -100.0% | -0.17% | – |
| FAST | Exit | FASTENAL CO COMstock | $0 | – | -7,591 | -100.0% | -0.17% | – |
| RRC | Exit | RANGE RES CORP COMstock | $0 | – | -12,900 | -100.0% | -0.18% | – |
| MGEE | Exit | MGE ENERGY INC COMstock | $0 | – | -6,193 | -100.0% | -0.18% | – |
| Exit | GENERAL ELECTRIC CO COM NEWstock | $0 | – | -3,879 | -100.0% | -0.18% | – | |
| CPRT | Exit | COPART INC COMstock | $0 | – | -10,015 | -100.0% | -0.18% | – |
| IVE | Exit | ISHARES S&P 500 VALUE ETFetf | $0 | – | -2,831 | -100.0% | -0.18% | – |
| DEM | Exit | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $0 | – | -11,952 | -100.0% | -0.19% | – |
| MUI | Exit | BLACKROCK MUNICIPAL INCOME COMcef | $0 | – | -45,210 | -100.0% | -0.19% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | -11,831 | -100.0% | -0.19% | – |
| WEC | Exit | WEC ENERGY GROUP INC COMstock | $0 | – | -5,818 | -100.0% | -0.20% | – |
| QQQ | Exit | INVESCO QQQ TRUST SERIES Ietf | $0 | – | -1,310 | -100.0% | -0.20% | – |
| SCHX | Exit | SCHWAB U.S. LARGE-CAP ETFetf | $0 | – | -9,465 | -100.0% | -0.20% | – |
| PFE | Exit | PFIZER INC COMstock | $0 | – | -14,511 | -100.0% | -0.20% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC COMstock | $0 | – | -14,900 | -100.0% | -0.20% | – |
| WOOD | Exit | ISHARES GLOBAL TIMBER & FORESTRY ETFetf | $0 | – | -6,607 | -100.0% | -0.20% | – |
| Exit | WARNER BROS DISCOVERY INC COM SER Astock | $0 | – | -45,472 | -100.0% | -0.21% | – | |
| GPC | Exit | GENUINE PARTS CO COMstock | $0 | – | -3,435 | -100.0% | -0.21% | – |
| XEL | Exit | XCEL ENERGY INC COMstock | $0 | – | -8,672 | -100.0% | -0.21% | – |
| IR | Exit | INGERSOLL RAND INC COMstock | $0 | – | -7,840 | -100.0% | -0.21% | – |
| SCHC | Exit | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $0 | – | -15,483 | -100.0% | -0.21% | – |
| EFA | Exit | ISHARES MSCI EAFE ETFetf | $0 | – | -7,423 | -100.0% | -0.21% | – |
| COST | Exit | COSTCO WHSL CORP NEW COMstock | $0 | – | -917 | -100.0% | -0.22% | – |
| LNT | Exit | ALLIANT ENERGY CORP COMstock | $0 | – | -11,847 | -100.0% | -0.24% | – |
| BG | Exit | BUNGE LIMITED COMstock | $0 | – | -5,607 | -100.0% | -0.25% | – |
| XOM | Exit | EXXON MOBIL CORP COMstock | $0 | – | -5,221 | -100.0% | -0.26% | – |
| NVS | Exit | NOVARTIS AG SPONSORED ADRadr | $0 | – | -6,217 | -100.0% | -0.26% | – |
| SPYV | Exit | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $0 | – | -15,982 | -100.0% | -0.28% | – |
| PYPL | Exit | PAYPAL HLDGS INC COMstock | $0 | – | -11,640 | -100.0% | -0.28% | – |
| INTU | Exit | INTUIT COMstock | $0 | – | -1,340 | -100.0% | -0.29% | – |
| C | Exit | CITIGROUP INC COM NEWstock | $0 | – | -16,664 | -100.0% | -0.29% | – |
| SPYD | Exit | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $0 | – | -20,165 | -100.0% | -0.30% | – |
| SCHG | Exit | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $0 | – | -9,771 | -100.0% | -0.30% | – |
| ACWX | Exit | ISHARES MSCI ACWI EX U.S. ETFetf | $0 | – | -15,202 | -100.0% | -0.30% | – |
| CALF | Exit | PACER US SMALL CAP CASH COWS 100 ETFetf | $0 | – | -17,134 | -100.0% | -0.30% | – |
| FB | Exit | META PLATFORMS INC CL Astock | $0 | – | -2,466 | -100.0% | -0.31% | – |
| TGT | Exit | TARGET CORP COMstock | $0 | – | -7,137 | -100.0% | -0.33% | – |
| ABT | Exit | ABBOTT LABS COMstock | $0 | – | -8,262 | -100.0% | -0.33% | – |
| OLN | Exit | OLIN CORPstock | $0 | – | -16,285 | -100.0% | -0.34% | – |
| ACN | Exit | ACCENTURE PLC IRELAND SHS CLASS Astock | $0 | – | -2,785 | -100.0% | -0.36% | – |
| SCHA | Exit | SCHWAB U.S. SMALL-CAP ETFetf | $0 | – | -20,908 | -100.0% | -0.36% | – |
| MCD | Exit | MCDONALDS CORP COMstock | $0 | – | -3,304 | -100.0% | -0.36% | – |
| GNRC | Exit | GENERAC HLDGS INC COMstock | $0 | – | -8,081 | -100.0% | -0.37% | – |
| IJH | Exit | ISHARES CORE S&P MID-CAP ETFetf | $0 | – | -3,548 | -100.0% | -0.37% | – |
| SCHD | Exit | SCHWAB US DIVIDEND EQUITY ETFetf | $0 | – | -12,861 | -100.0% | -0.38% | – |
| KMB | Exit | KIMBERLY-CLARK CORP COMstock | $0 | – | -7,607 | -100.0% | -0.38% | – |
| GWW | Exit | GRAINGER W W INC COMstock | $0 | – | -1,348 | -100.0% | -0.39% | – |
| PG | Exit | PROCTER AND GAMBLE CO COMstock | $0 | – | -6,528 | -100.0% | -0.40% | – |
| APH | Exit | AMPHENOL CORP NEW CL Astock | $0 | – | -11,379 | -100.0% | -0.40% | – |
| DWM | Exit | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $0 | – | -20,201 | -100.0% | -0.41% | – |
| LLY | Exit | ELI LILLY & CO COMstock | $0 | – | -1,855 | -100.0% | -0.42% | – |
| AZN | Exit | ASTRAZENECA PLC SPONSORED ADRadr | $0 | – | -15,101 | -100.0% | -0.43% | – |
| SPY | Exit | SPDR S&P 500 ETF TRUSTetf | $0 | – | -2,468 | -100.0% | -0.44% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DEL CL Astock | $0 | – | -2 | -100.0% | -0.44% | – |
| CVS | Exit | CVS HEALTH CORP COMstock | $0 | – | -15,269 | -100.0% | -0.44% | – |
| RJF | Exit | RAYMOND JAMES FINL INCstock | $0 | – | -10,661 | -100.0% | -0.45% | – |
| HELE | Exit | HELEN OF TROY LTD COMstock | $0 | – | -9,251 | -100.0% | -0.45% | – |
| AMGN | Exit | AMGEN INC COMstock | $0 | – | -4,071 | -100.0% | -0.46% | – |
| CVX | Exit | CHEVRON CORP NEW COMstock | $0 | – | -6,629 | -100.0% | -0.47% | – |
| IAUM | Exit | ISHARES GOLD TRUST MICRO ETF OF BENEF INTERESTetf | $0 | – | -62,487 | -100.0% | -0.48% | – |
| IVV | Exit | ISHARES CORE S&P 500 ETFetf | $0 | – | -2,709 | -100.0% | -0.49% | – |
| TYL | Exit | TYLER TECHNOLOGIES INCstock | $0 | – | -3,029 | -100.0% | -0.49% | – |
| RPM | Exit | RPM INTL INC COMstock | $0 | – | -12,445 | -100.0% | -0.49% | – |
| ORCL | Exit | ORACLE CORP COMstock | $0 | – | -11,301 | -100.0% | -0.50% | – |
| BAC | Exit | BANK AMERICA CORP COMstock | $0 | – | -45,435 | -100.0% | -0.52% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC SHSstock | $0 | – | -23,669 | -100.0% | -0.53% | – |
| KR | Exit | KROGER CO COMstock | $0 | – | -28,995 | -100.0% | -0.54% | – |
| T | Exit | AT&T INC COMstock | $0 | – | -88,479 | -100.0% | -0.56% | – |
| MDT | Exit | MEDTRONIC PLC SHSstock | $0 | – | -17,031 | -100.0% | -0.56% | – |
| ULTA | Exit | ULTA BEAUTY INCstock | $0 | – | -3,518 | -100.0% | -0.59% | – |
| WFC | Exit | WELLS FARGO CO NEW COMstock | $0 | – | -34,823 | -100.0% | -0.60% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC COMstock | $0 | – | -145,710 | -100.0% | -0.63% | – |
| SPMD | Exit | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $0 | – | -35,281 | -100.0% | -0.65% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC COMstock | $0 | – | -4,824 | -100.0% | -0.65% | – |
| JPM | Exit | JPMORGAN CHASE & CO COMstock | $0 | – | -10,949 | -100.0% | -0.66% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO COMstock | $0 | – | -27,467 | -100.0% | -0.67% | – |
| GLD | Exit | SPDR GOLD SHARESetf | $0 | – | -9,305 | -100.0% | -0.67% | – |
| RBC | Exit | REGAL REXNORD CORPORATION COMstock | $0 | – | -11,347 | -100.0% | -0.68% | – |
| TSLA | Exit | TESLA INC COMstock | $0 | – | -6,571 | -100.0% | -0.69% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | -15,032 | -100.0% | -0.70% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALSstock | $0 | – | -4,893 | -100.0% | -0.71% | – |
| FCX | Exit | FREEPORT-MCMORAN INC CL Bstock | $0 | – | -45,869 | -100.0% | -0.72% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DEL CL Bstock | $0 | – | -5,015 | -100.0% | -0.73% | – |
| VEA | Exit | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | -43,060 | -100.0% | -0.79% | – |
| ADBE | Exit | ADOBE INC COMstock | $0 | – | -3,801 | -100.0% | -0.81% | – |
| AMZN | Exit | AMAZON COM INC COMstock | $0 | – | -15,380 | -100.0% | -0.82% | – |
| WMT | Exit | WALMART INC COMstock | $0 | – | -12,222 | -100.0% | -0.82% | – |
| PEP | Exit | PEPSICO INC COMstock | $0 | – | -11,948 | -100.0% | -0.85% | – |
| CAT | Exit | CATERPILLAR INC COMstock | $0 | – | -7,528 | -100.0% | -0.86% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC COMstock | $0 | – | -4,081 | -100.0% | -0.86% | – |
| IJT | Exit | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $0 | – | -20,664 | -100.0% | -0.95% | – |
| CSCO | Exit | CISCO SYS INC COMstock | $0 | – | -43,166 | -100.0% | -0.97% | – |
| GOOGL | Exit | ALPHABET INC CAP STK CL Astock | $0 | – | -17,839 | -100.0% | -0.98% | – |
| MTG | Exit | MGIC INVT CORP WIS COMstock | $0 | – | -142,594 | -100.0% | -0.99% | – |
| AVGO | Exit | BROADCOM INC COMstock | $0 | – | -3,098 | -100.0% | -1.08% | – |
| IJS | Exit | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $0 | – | -29,503 | -100.0% | -1.10% | – |
| JNJ | Exit | JOHNSON & JOHNSON COMstock | $0 | – | -17,971 | -100.0% | -1.17% | – |
| VOO | Exit | VANGUARD S&P 500 ETFetf | $0 | – | -7,183 | -100.0% | -1.18% | – |
| NVDA | Exit | NVIDIA CORPORATION COMstock | $0 | – | -7,135 | -100.0% | -1.30% | – |
| PDBC | Exit | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFetf | $0 | – | -210,147 | -100.0% | -1.31% | – |
| ABBV | Exit | ABBVIE INC COMstock | $0 | – | -22,491 | -100.0% | -1.40% | – |
| OI | Exit | O-I GLASS INC COMstock | $0 | – | -216,465 | -100.0% | -1.51% | – |
| EMXC | Exit | ISHARES MSCI EMERGING MARKETS EX CHINA ETFetf | $0 | – | -75,653 | -100.0% | -1.58% | – |
| SPSM | Exit | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $0 | – | -114,493 | -100.0% | -1.76% | – |
| RYE | Exit | INVESCO EQUAL WEIGHT ENERGY ETFetf | $0 | – | -61,941 | -100.0% | -1.99% | – |
| JPST | Exit | JPMORGAN ULTRA-SHORT INCOME ETFetf | $0 | – | -101,567 | -100.0% | -2.13% | – |
| GVI | Exit | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFetf | $0 | – | -51,037 | -100.0% | -2.16% | – |
| FISV | Exit | FISERV INC COMstock | $0 | – | -50,101 | -100.0% | -2.36% | – |
| AAPL | Exit | APPLE INC COMstock | $0 | – | -40,872 | -100.0% | -2.92% | – |
| IUSB | Exit | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $0 | – | -185,862 | -100.0% | -3.40% | – |
| MSFT | Exit | MICROSOFT CORP COMstock | $0 | – | -31,620 | -100.0% | -4.17% | – |
| GOOG | Exit | ALPHABET INC CAP STK CL Cstock | $0 | – | -79,062 | -100.0% | -4.36% | – |
| SCHF | Exit | SCHWAB INTERNATIONAL EQUITY ETFetf | $0 | – | -319,894 | -100.0% | -4.54% | – |
| VTV | Exit | VANGUARD VALUE ETFetf | $0 | – | -84,303 | -100.0% | -4.86% | – |
| SPYG | Exit | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $0 | – | -205,527 | -100.0% | -5.09% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 42 | Q3 2023 | 4.7% |
| APPLE INC COM | 42 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.5% |
| FISERV INC COM | 42 | Q3 2023 | 2.7% |
| ABBVIE INC COM | 42 | Q3 2023 | 2.2% |
| MGIC INVT CORP WIS COM | 42 | Q3 2023 | 3.0% |
| VERIZON COMMUNICATIONS INC COM | 42 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 1.9% |
| PEPSICO INC COM | 42 | Q3 2023 | 1.8% |
| RPM INTL INC COM | 42 | Q3 2023 | 2.0% |
View OARSMAN CAPITAL, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-16 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View OARSMAN CAPITAL, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.