$109 Million is the total value of Riverview Trust Co's 730 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 14.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Sell | iShares Core MSCI EAFE ETF | $11,127,584 | +106516.7% | 166,456 | -1.7% | 10.23% | +3.6% |
| AAPL | Sell | Apple Inc | $7,875,459 | +126170.0% | 47,759 | -0.5% | 7.24% | +22.7% |
| AGG | Sell | iShares Core US Aggregate Bond ETF | $4,628,378 | +102297.7% | 46,451 | -0.3% | 4.25% | -0.5% |
| MSFT | Buy | Microsoft Corp | $4,123,555 | +120225.5% | 14,303 | +0.1% | 3.79% | +16.9% |
| VNQ | Buy | Vanguard Real Estate Index ETF | $3,723,098 | +100660.4% | 44,835 | +0.1% | 3.42% | -2.1% |
| MRK | Sell | Merck & Co Inc | $2,900,830 | +91989.8% | 27,266 | -4.0% | 2.67% | -10.5% |
| VV | Vanguard Large Cap Index Fund ETF | $2,741,437 | +107155.0% | 14,675 | 0.0% | 2.52% | +4.2% | |
| JPM | Sell | JPMorgan Chase & Co | $2,382,328 | +96979.4% | 18,282 | -0.1% | 2.19% | -5.7% |
| GOOG | Sell | Alphabet Inc C | $2,196,584 | +115875.9% | 21,121 | -1.0% | 2.02% | +12.7% |
| AMZN | Buy | Amazon.com Inc | $2,168,677 | +123824.4% | 20,996 | +0.8% | 1.99% | +20.4% |
| FB | Buy | Meta Platforms Inc Cl A | $1,521,093 | +177183.6% | 7,177 | +0.7% | 1.40% | +72.2% |
| VOO | Sell | Vanguard S&P 500 ETF | $1,513,306 | +104627.1% | 4,024 | -2.1% | 1.39% | +1.8% |
| INTC | Intel Corp | $1,420,622 | +123539.9% | 43,484 | 0.0% | 1.31% | +20.1% | |
| JNJ | Sell | Johnson & Johnson | $1,376,245 | +87391.7% | 8,879 | -0.3% | 1.26% | -15.0% |
| ABT | Sell | Abbott Laboratories | $1,352,935 | +91811.3% | 13,361 | -0.4% | 1.24% | -10.7% |
| TGT | Target Corp | $1,317,090 | +111046.8% | 7,952 | 0.0% | 1.21% | +8.0% | |
| MNST | Buy | Monster Beverage Corp | $1,255,084 | +106263.1% | 23,238 | +100.0% | 1.15% | +3.4% |
| ABBV | AbbVie Inc | $1,245,476 | +98512.5% | 7,815 | 0.0% | 1.14% | -4.2% | |
| UNH | Sell | UnitedHealth Group, Inc. | $1,242,439 | +85585.4% | 2,629 | -3.8% | 1.14% | -16.8% |
| CSCO | Cisco Systems Inc | $1,241,584 | +109677.5% | 23,751 | 0.0% | 1.14% | +6.6% | |
| DE | Sell | Deere & Co | $1,039,632 | +93899.3% | 2,518 | -2.4% | 0.96% | -8.6% |
| BKNG | Booking Holdings Inc | $999,959 | +131473.6% | 377 | 0.0% | 0.92% | +27.8% | |
| AMP | Sell | AMERIPRISE FINL INC COM | $952,602 | +82879.3% | 3,108 | -15.7% | 0.88% | -19.3% |
| GOOGL | Buy | Alphabet Inc A | $923,612 | +119849.6% | 8,904 | +1.9% | 0.85% | +16.5% |
| LLY | Eli Lilly and Co | $884,993 | +93748.7% | 2,577 | 0.0% | 0.81% | -8.9% | |
| PG | Buy | Procter & Gamble Co | $840,396 | +102387.3% | 5,652 | +4.5% | 0.77% | -0.5% |
| PFE | Buy | Pfizer Inc | $836,645 | +81364.9% | 20,506 | +2.3% | 0.77% | -20.9% |
| LOW | Sell | Lowe's Companies Inc | $821,477 | +98516.7% | 4,108 | -1.7% | 0.76% | -4.2% |
| PEP | Sell | PepsiCo Inc | $791,547 | +99465.7% | 4,342 | -1.3% | 0.73% | -3.2% |
| BLK | Sell | BlackRock Inc | $762,797 | +80876.3% | 1,140 | -14.3% | 0.70% | -21.3% |
| CRM | Sell | Salesforce Inc. | $754,569 | +143354.2% | 3,777 | -4.8% | 0.69% | +39.4% |
| MCD | Sell | McDonald's Corp | $728,104 | +89568.0% | 2,604 | -15.5% | 0.67% | -12.9% |
| KLAC | Sell | Kla-Tencor Corp Com | $710,123 | +102667.4% | 1,779 | -2.9% | 0.65% | -0.2% |
| ITW | Sell | Illinois Tool Works Inc | $703,327 | +92565.0% | 2,889 | -16.1% | 0.65% | -10.0% |
| CVS | Sell | CVS Health Corp | $679,119 | +67811.9% | 9,139 | -14.8% | 0.62% | -34.0% |
| ETN | Eaton Corp PLC Shs | $665,142 | +109118.7% | 3,882 | 0.0% | 0.61% | +6.1% | |
| CME | CME Group Inc.Com Cl A | $648,870 | +113736.8% | 3,388 | 0.0% | 0.60% | +10.6% | |
| BRKB | Sell | Berkshire Hathaway Inc B | $559,182 | +94516.2% | 1,811 | -5.3% | 0.51% | -8.1% |
| EEM | iShares MSCI Emerging Markets ETF | $552,598 | +103967.4% | 14,004 | 0.0% | 0.51% | +1.2% | |
| AVGO | Sell | Broadcom Inc | $542,101 | +113073.5% | 845 | -1.4% | 0.50% | +9.9% |
| NEE | Sell | NextEra Energy Inc | $528,075 | +67256.5% | 6,851 | -27.0% | 0.48% | -34.6% |
| QCOM | Qualcomm Inc | $469,622 | +116143.1% | 3,681 | 0.0% | 0.43% | +13.1% | |
| COST | Costco Wholesale Corp | $465,567 | +108677.3% | 937 | 0.0% | 0.43% | +5.7% | |
| BRKA | Berkshire Hathaway Inc A | $465,600 | +99175.1% | 1 | 0.0% | 0.43% | -3.6% | |
| V | Buy | Visa Inc Class A | $444,382 | +113262.8% | 1,971 | +4.5% | 0.41% | +10.0% |
| PAYX | Sell | Paychex Inc | $434,182 | +96171.0% | 3,789 | -3.0% | 0.40% | -6.6% |
| PEG | Buy | Public Service Enterprise Group Inc | $390,999 | +102794.5% | 6,261 | +1.0% | 0.36% | -0.3% |
| BA | Boeing Co | $381,737 | +111519.0% | 1,797 | 0.0% | 0.35% | +8.3% | |
| BDX | Sell | Becton, Dickinson and Co | $381,954 | +63559.0% | 1,543 | -34.6% | 0.35% | -38.2% |
| XOM | Exxon Mobil Corp | $375,805 | +99319.3% | 3,427 | 0.0% | 0.34% | -3.6% | |
| BMY | Bristol-Myers Squibb Company | $371,987 | +96269.7% | 5,367 | 0.0% | 0.34% | -6.3% | |
| NVS | Buy | Novartis AG Sponsored ADR | $356,960 | +104580.4% | 3,880 | +3.1% | 0.33% | +1.5% |
| COP | Sell | ConocoPhillips | $356,759 | +82483.1% | 3,596 | -1.8% | 0.33% | -19.8% |
| STZ | Constellation Brands Inc A | $356,229 | +97497.0% | 1,577 | 0.0% | 0.33% | -5.2% | |
| New | Linde Plc ADR | $349,753 | – | 984 | +100.0% | 0.32% | – | |
| SBUX | Starbucks Corp | $342,484 | +104956.4% | 3,289 | 0.0% | 0.32% | +2.3% | |
| ODFL | Old Dominion Freight Lines Inc Com | $330,615 | +120123.6% | 970 | 0.0% | 0.30% | +16.9% | |
| VZ | Buy | Verizon Communications Inc | $318,120 | +99937.7% | 8,180 | +1.4% | 0.29% | -3.0% |
| CVX | Chevron Corp | $313,430 | +90749.3% | 1,921 | 0.0% | 0.29% | -11.7% | |
| LMT | Sell | Lockheed Martin Corp Com | $309,638 | +67654.5% | 655 | -30.2% | 0.28% | -34.0% |
| TSLA | Buy | Tesla Inc | $302,684 | +280163.0% | 1,459 | +66.9% | 0.28% | +172.5% |
| CPRT | Copart Inc Com | $299,336 | +123592.6% | 3,980 | 0.0% | 0.28% | +20.1% | |
| NVDA | Buy | Nvidia Corporation | $298,325 | +216077.5% | 1,074 | +14.1% | 0.27% | +109.2% |
| STX | Sell | Seagate Technology Hldngs PLC ADR | $286,829 | +121437.7% | 4,338 | -3.4% | 0.26% | +18.4% |
| HD | Sell | The Home Depot Inc | $285,381 | +59230.8% | 967 | -36.5% | 0.26% | -42.4% |
| RY | Sell | Royal Bank of Canada | $281,101 | +98531.9% | 2,941 | -2.8% | 0.26% | -4.4% |
| IBM | International Business Machines Corp | $278,173 | +92934.4% | 2,122 | 0.0% | 0.26% | -9.5% | |
| GILD | Gilead Sciences Inc | $275,792 | +96669.1% | 3,324 | 0.0% | 0.25% | -6.3% | |
| SNPS | Synopsys Inc Com | $273,851 | +121073.0% | 709 | 0.0% | 0.25% | +17.8% | |
| FBHS | Fortune Brands Innovations Inc Com | $273,153 | +102589.1% | 4,651 | 0.0% | 0.25% | -0.4% | |
| DD | Dupont De Nemours Inc Com | $272,870 | +104447.9% | 3,802 | 0.0% | 0.25% | +1.6% | |
| ALGN | ALIGN TECHNOLOGY INC COM | $268,983 | +158125.3% | 805 | 0.0% | 0.25% | +53.4% | |
| COF | Sell | Capital One Financial Corp | $257,709 | +101360.2% | 2,680 | -1.8% | 0.24% | -1.2% |
| MA | Mastercard Incorporated Cl A | $256,567 | +104621.2% | 706 | 0.0% | 0.24% | +1.7% | |
| CTVA | Corteva Inc Com | $254,328 | +102451.6% | 4,217 | 0.0% | 0.23% | -0.4% | |
| T | AT&T Inc | $253,272 | +104557.9% | 13,157 | 0.0% | 0.23% | +1.7% | |
| RTX | Raytheon Technologies Corp | $250,897 | +96771.4% | 2,562 | 0.0% | 0.23% | -5.7% | |
| ADP | Automatic Data Processing Inc | $248,455 | +93304.1% | 1,116 | 0.0% | 0.23% | -9.5% | |
| VTI | Vanguard Total Stock Market ETF | $237,777 | +106526.5% | 1,165 | 0.0% | 0.22% | +3.8% | |
| UL | Unilever Plc Spon Adr New | $232,127 | +103067.6% | 4,470 | 0.0% | 0.21% | 0.0% | |
| CDW | CDW Corp Com | $228,021 | +109001.0% | 1,170 | 0.0% | 0.21% | +6.1% | |
| DOW | Dow Inc Com | $227,229 | +109144.7% | 4,145 | 0.0% | 0.21% | +6.1% | |
| CMCSA | Comcast Corp Class A | $222,683 | +108525.9% | 5,874 | 0.0% | 0.20% | +5.7% | |
| TMO | Thermo Fisher Scientific, Inc. | $221,326 | +104793.8% | 384 | 0.0% | 0.20% | +1.5% | |
| WMT | Sell | Wal-Mart Inc | $219,701 | +63952.8% | 1,490 | -38.4% | 0.20% | -37.8% |
| DTE | Buy | DTE Energy Co | $206,592 | +99702.9% | 1,886 | +7.1% | 0.19% | -3.1% |
| USB | US Bancorp | $206,891 | +82656.4% | 5,739 | 0.0% | 0.19% | -19.8% | |
| TDY | Teledyne Technologies Inc Com | $202,654 | +111863.5% | 453 | 0.0% | 0.19% | +8.8% | |
| DLR | Digital Rlty Tr Inc | $199,963 | +97921.1% | 2,034 | 0.0% | 0.18% | -4.7% | |
| GS | Goldman Sachs Group Inc | $200,191 | +95229.0% | 612 | 0.0% | 0.18% | -7.5% | |
| ADBE | Adobe Inc | $199,236 | +114403.4% | 517 | 0.0% | 0.18% | +10.9% | |
| FDX | FedEx Corp | $189,875 | +131757.6% | 831 | 0.0% | 0.18% | +28.7% | |
| MMC | Marsh & McLennan Companies Inc | $187,369 | +100636.0% | 1,125 | 0.0% | 0.17% | -2.3% | |
| UNP | Buy | Union Pacific Corp | $178,115 | +99964.6% | 885 | +3.1% | 0.16% | -2.4% |
| MSI | Sell | Motorola Solutions Inc | $177,401 | +104253.5% | 620 | -6.1% | 0.16% | +1.2% |
| XEL | Buy | Xcel Energy Inc | $171,500 | +104473.2% | 2,543 | +9.0% | 0.16% | +1.9% |
| NSC | Norfold Southern Corp Com | $169,600 | +85991.4% | 800 | 0.0% | 0.16% | -16.1% | |
| CPT | Camden Property Trust | $168,583 | +93557.2% | 1,608 | 0.0% | 0.16% | -8.8% | |
| TFC | Sell | Truist Financial Corporation | $162,657 | +76988.6% | 4,770 | -2.5% | 0.15% | -25.0% |
| WFC | Buy | Wells Fargo & Co | $160,809 | +97954.3% | 4,302 | +8.3% | 0.15% | -4.5% |
| BSX | Boston Scientific Corp Com | $160,146 | +108106.8% | 3,201 | 0.0% | 0.15% | +5.0% | |
| MMM | 3M Co | $156,509 | +87335.2% | 1,489 | 0.0% | 0.14% | -14.8% | |
| POOL | Pool Corporation Com | $145,195 | +113333.6% | 424 | 0.0% | 0.13% | +9.9% | |
| GPC | Genuine Parts Co | $142,548 | +96216.2% | 852 | 0.0% | 0.13% | -6.4% | |
| PRI | Primerica Inc Com | $142,098 | +121351.3% | 825 | 0.0% | 0.13% | +18.0% | |
| EQIX | Equinix Inc Com Par | $142,766 | +109720.0% | 198 | 0.0% | 0.13% | +6.5% | |
| DVY | iShares Select Dividend ETF | $140,147 | +97224.3% | 1,196 | 0.0% | 0.13% | -5.1% | |
| ALL | Allstate Corp | $140,285 | +81461.0% | 1,266 | 0.0% | 0.13% | -20.9% | |
| INTU | Intuit, Inc. | $139,545 | +114281.1% | 313 | 0.0% | 0.13% | +11.3% | |
| SYK | Sell | Stryker Corporation | $139,595 | +54858.7% | 489 | -53.0% | 0.13% | -46.7% |
| CE | Celanese Corp Del Com Ser A | $137,855 | +106764.3% | 1,266 | 0.0% | 0.13% | +4.1% | |
| ON | On Semiconductor Corp Com | $136,240 | +132171.8% | 1,655 | 0.0% | 0.12% | +28.9% | |
| MDT | Buy | Medtronic PLC | $135,442 | +110918.0% | 1,680 | +6.6% | 0.12% | +7.8% |
| HPQ | HP Inc | $132,104 | +109076.9% | 4,501 | 0.0% | 0.12% | +6.1% | |
| SO | Southern Co | $129,906 | +97573.7% | 1,867 | 0.0% | 0.12% | -5.6% | |
| ORCL | Buy | Oracle Corp | $127,300 | +184392.8% | 1,370 | +61.9% | 0.12% | +80.0% |
| AMGN | Amgen Inc | $126,919 | +91870.3% | 525 | 0.0% | 0.12% | -10.7% | |
| ISRG | Intuitive Surgical Inc | $126,713 | +95894.7% | 496 | 0.0% | 0.12% | -7.2% | |
| PNC | Buy | PNC Financial Services Group Inc | $126,465 | +88337.1% | 995 | +9.8% | 0.12% | -14.1% |
| MS | Buy | Morgan Stanley | $124,852 | +254700.0% | 1,422 | +144.8% | 0.12% | +150.0% |
| FDS | Factset Resh Sys Inc Com | $124,942 | +103157.9% | 301 | 0.0% | 0.12% | +0.9% | |
| TMUS | T-Mobile US Inc | $122,390 | +103620.3% | 845 | 0.0% | 0.11% | 0.0% | |
| MO | Altria Group Inc | $118,466 | +97805.8% | 2,655 | 0.0% | 0.11% | -4.4% | |
| SYY | Sell | Sysco Corp. | $117,544 | +95464.2% | 1,522 | -5.1% | 0.11% | -6.9% |
| NAC | Nuveen CA Quality Muni Income Fund | $116,838 | +99761.5% | 10,612 | 0.0% | 0.11% | -3.6% | |
| BCE | BCE Inc Com New | $112,871 | +101585.6% | 2,520 | 0.0% | 0.10% | -1.0% | |
| DRI | Sell | Darden Restaurants Inc. | $111,715 | +105291.5% | 720 | -6.0% | 0.10% | +3.0% |
| CAT | Sell | Caterpillar Inc | $110,987 | +36895.7% | 485 | -61.3% | 0.10% | -64.1% |
| FISV | Sell | Fiserv Inc | $110,769 | +108497.1% | 980 | -3.0% | 0.10% | +5.2% |
| WM | Waste Mgmt Inc | $110,140 | +103805.7% | 675 | 0.0% | 0.10% | +1.0% | |
| MKTX | Marketaxess Hldgs Inc Com | $109,952 | +140864.1% | 281 | 0.0% | 0.10% | +36.5% | |
| CAH | Sell | Cardinal Health Inc | $108,720 | +87577.4% | 1,440 | -10.9% | 0.10% | -14.5% |
| ASH | Ashland Global Hldgs Inc Com | $108,667 | +95221.9% | 1,058 | 0.0% | 0.10% | -7.4% | |
| Shell Plc Spon ADS | $108,693 | +100541.7% | 1,889 | 0.0% | 0.10% | -2.0% | ||
| STT | State Street Corp | $104,225 | +97306.5% | 1,377 | 0.0% | 0.10% | -5.0% | |
| FCX | FREEPORT-MCMORAN INC CL B | $103,380 | +107587.5% | 2,527 | 0.0% | 0.10% | +4.4% | |
| GGG | Graco Inc Com | $102,214 | +108638.3% | 1,400 | 0.0% | 0.09% | +5.6% | |
| NFLX | Netflix Inc | $101,571 | +116648.3% | 294 | 0.0% | 0.09% | +13.4% | |
| APH | Amphenol Corp New Cl A | $98,963 | +107468.5% | 1,211 | 0.0% | 0.09% | +4.6% | |
| ABNB | Airbnb Inc | $98,525 | +144789.7% | 792 | 0.0% | 0.09% | +42.2% | |
| WELL | Buy | Welltower Inc REIT | $96,208 | +118675.3% | 1,342 | +8.1% | 0.09% | +14.3% |
| AMD | New | Advanced Micro Devices Inc | $95,168 | – | 971 | +100.0% | 0.09% | – |
| MPWR | Monolithic Pwr Sys Inc | $93,601 | +141719.7% | 187 | 0.0% | 0.09% | +38.7% | |
| CARR | Carrier Global Corporation | $94,108 | +110615.3% | 2,057 | 0.0% | 0.09% | +7.5% | |
| DIS | Buy | Walt Disney Co | $93,221 | +122559.2% | 931 | +6.0% | 0.09% | +19.4% |
| APD | Air Prods Chems Inc | $92,769 | +92669.0% | 323 | 0.0% | 0.08% | -10.5% | |
| LH | Sell | Laboratory Corp Amer Hldgs | $91,768 | +48712.8% | 400 | -50.0% | 0.08% | -52.8% |
| JCI | Johnson Controls International PLC | $91,655 | +94389.7% | 1,522 | 0.0% | 0.08% | -8.7% | |
| FIS | Sell | Fidelity Natl Information Svcs Com | $90,894 | +78256.9% | 1,673 | -2.2% | 0.08% | -23.6% |
| ZTS | Zoetis Inc Cl A | $91,708 | +113119.8% | 551 | 0.0% | 0.08% | +9.1% | |
| SCHW | Sell | Charles Schwab Corp | $90,722 | +29259.9% | 1,732 | -53.3% | 0.08% | -71.6% |
| DHR | Sell | Danaher Corp. | $89,726 | +50592.7% | 356 | -46.5% | 0.08% | -50.9% |
| TTC | Toro Co Com | $87,372 | +98070.8% | 786 | 0.0% | 0.08% | -4.8% | |
| CHD | Church & Dwight Inc | $86,553 | +109460.8% | 979 | 0.0% | 0.08% | +6.7% | |
| D | Buy | Dominion Resources Inc | $86,437 | +112155.8% | 1,546 | +22.5% | 0.08% | +8.2% |
| PGR | Progressive Corp Ohio | $83,976 | +110394.7% | 587 | 0.0% | 0.08% | +6.9% | |
| CDNS | Cadence Design System Inc | $83,406 | +130221.9% | 397 | 0.0% | 0.08% | +26.2% | |
| ANTM | Elevance Health Inc | $83,226 | +89390.3% | 181 | 0.0% | 0.08% | -13.6% | |
| ED | CONSOLIDATED EDISON INC COM | $82,276 | +100236.6% | 860 | 0.0% | 0.08% | -2.6% | |
| SHW | Sell | Sherwin-Williams Co. | $77,321 | +53224.8% | 344 | -43.7% | 0.07% | -48.2% |
| PH | Parker Hannifin Corp Com | $75,961 | +114992.4% | 226 | 0.0% | 0.07% | +12.9% | |
| AFL | Aflac Inc | $75,359 | +89613.1% | 1,168 | 0.0% | 0.07% | -12.7% | |
| MSCI | MSCI Inc Cl A | $74,439 | +119962.9% | 133 | 0.0% | 0.07% | +15.3% | |
| AXP | American Express Co | $74,228 | +112366.7% | 450 | 0.0% | 0.07% | +9.7% | |
| DOV | Dover Corp Com | $71,564 | +111718.8% | 471 | 0.0% | 0.07% | +8.2% | |
| DLTR | Dollar Tree Inc Com | $70,196 | +101633.3% | 489 | 0.0% | 0.06% | 0.0% | |
| NOW | Servicenow Inc | $69,243 | +119284.5% | 149 | 0.0% | 0.06% | +16.4% | |
| GM | General Mtrs Co Com | $68,592 | +108776.2% | 1,870 | 0.0% | 0.06% | +5.0% | |
| GPN | Global Payments Inc | $68,406 | +105140.0% | 650 | 0.0% | 0.06% | +3.3% | |
| DAR | Darling Ingredients Inc Com | $68,503 | +93739.7% | 1,173 | 0.0% | 0.06% | -8.7% | |
| CI | CIGNA GROUP | $67,460 | +77440.2% | 264 | 0.0% | 0.06% | -24.4% | |
| LHX | L3 Harris Technologies Inc Com | $66,722 | +93874.6% | 340 | 0.0% | 0.06% | -9.0% | |
| DIOD | Diodes Inc | $66,602 | +120994.5% | 718 | 0.0% | 0.06% | +17.3% | |
| WBA | Walgreens Boots Alliance Inc | $65,944 | +92778.9% | 1,907 | 0.0% | 0.06% | -9.0% | |
| General Electric Co New | $63,478 | +113253.6% | 664 | 0.0% | 0.06% | +9.4% | ||
| CMI | Cummins Inc | $63,542 | +99184.4% | 266 | 0.0% | 0.06% | -4.9% | |
| MET | MetLife Inc | $63,039 | +79696.2% | 1,088 | 0.0% | 0.06% | -22.7% | |
| SRE | Sempra Energy Com | $63,487 | +97572.3% | 420 | 0.0% | 0.06% | -4.9% | |
| SUB | iShares Short-Term National Muni Bd ETF | $61,657 | +100977.0% | 589 | 0.0% | 0.06% | -1.7% | |
| TJX | TJX Inc | $62,061 | +98409.5% | 792 | 0.0% | 0.06% | -5.0% | |
| VRTX | Vertex Parmaceuticals Inc | $61,124 | +109050.0% | 194 | 0.0% | 0.06% | +5.7% | |
| UBER | Uber Technologies Inc | $61,340 | +127691.7% | 1,935 | 0.0% | 0.06% | +24.4% | |
| DG | DOLLAR GEN CORP NEW COM | $61,033 | +85862.0% | 290 | 0.0% | 0.06% | -16.4% | |
| REGN | Regeneron Pharmaceuticals | $60,804 | +114624.5% | 74 | 0.0% | 0.06% | +12.0% | |
| OXY | Occidental Petroleum Corp | $60,932 | +99788.5% | 976 | 0.0% | 0.06% | -3.4% | |
| WDAY | Workday Inc Cl A | $59,897 | +122138.8% | 290 | 0.0% | 0.06% | +19.6% | |
| PSX | Phillips 66 | $59,814 | +97955.7% | 590 | 0.0% | 0.06% | -5.2% | |
| BAC | Sell | Bank of America Corporation | $59,517 | +40665.1% | 2,081 | -52.7% | 0.06% | -60.1% |
| RBC | Regal Rexnord Corp Com | $58,262 | +116424.0% | 414 | 0.0% | 0.05% | +14.9% | |
| DOX | Amdocs Ltd | $58,674 | +104675.0% | 611 | 0.0% | 0.05% | +1.9% | |
| CTSH | Cognizant Technology Solutions Corp A | $58,858 | +106914.5% | 966 | 0.0% | 0.05% | +3.8% | |
| RCL | Royal Caribbean Cruises LTD | $58,117 | +131984.1% | 890 | 0.0% | 0.05% | +26.2% | |
| PLD | Buy | Prologis Inc Com | $57,644 | +125213.0% | 462 | +12.4% | 0.05% | +20.5% |
| NKE | Buy | Nike Inc B | $56,660 | +166547.1% | 462 | +57.7% | 0.05% | +62.5% |
| KMI | Sell | Kinder Morgan Inc P | $56,960 | +93277.0% | 3,253 | -2.9% | 0.05% | -10.3% |
| IWR | iShares Russell Midcap Index ETF | $56,146 | +103874.1% | 803 | 0.0% | 0.05% | +2.0% | |
| CSX | Sell | CSX Corp | $56,138 | +78967.6% | 1,875 | -17.9% | 0.05% | -22.4% |
| EL | Lauder Estee Cos Inc | $55,454 | +98925.0% | 225 | 0.0% | 0.05% | -3.8% | |
| MTCH | Buy | Match Group Inc New | $55,857 | +124026.7% | 1,455 | +33.6% | 0.05% | +18.6% |
| OGN | Sell | Organon & Co | $54,378 | +83558.5% | 2,312 | -0.2% | 0.05% | -18.0% |
| MUB | iShares National Muni Bond ETF | $53,762 | +101337.7% | 499 | 0.0% | 0.05% | -2.0% | |
| CRL | Charles River Labs Intl Inc Com | $53,482 | +92110.3% | 265 | 0.0% | 0.05% | -10.9% | |
| FMC | FMC Corp Com New | $52,638 | +97377.8% | 431 | 0.0% | 0.05% | -5.9% | |
| PZA | Invesco National AMT-Free Muni Bd ETF | $52,570 | +102978.4% | 2,220 | 0.0% | 0.05% | 0.0% | |
| ABC | Sell | Amerisourcebergen Corp Com | $52,356 | +18938.5% | 327 | -80.3% | 0.05% | -81.5% |
| IVV | iShares Core S&P 500 ETF | $51,385 | +106952.1% | 125 | 0.0% | 0.05% | +4.4% | |
| GD | General Dynamics Corp | $51,347 | +91591.1% | 225 | 0.0% | 0.05% | -11.3% | |
| KO | Buy | Coca-Cola Co | $50,430 | +139983.3% | 813 | +43.4% | 0.05% | +35.3% |
| IWM | iShares Russell 2000 ETF | $49,238 | +102479.2% | 276 | 0.0% | 0.04% | 0.0% | |
| Constellation Energy Corp | $48,984 | +90611.1% | 624 | 0.0% | 0.04% | -11.8% | ||
| TXN | Sell | Texas Instruments Inc | $48,921 | +37823.3% | 263 | -66.2% | 0.04% | -63.1% |
| PNW | Pinnacle West Cap Corp Com | $49,287 | +104766.0% | 622 | 0.0% | 0.04% | +2.3% | |
| ADM | Archer-Daniels Midland Co | $49,230 | +86268.4% | 618 | 0.0% | 0.04% | -16.7% | |
| GIS | General Mills Inc Com | $47,430 | +100814.9% | 555 | 0.0% | 0.04% | 0.0% | |
| F | Ford Motor Co | $48,409 | +107475.6% | 3,842 | 0.0% | 0.04% | +2.3% | |
| MAS | Masco Corp | $47,184 | +107136.4% | 949 | 0.0% | 0.04% | +2.4% | |
| CB | Chubb Limited | $46,992 | +88564.2% | 242 | 0.0% | 0.04% | -14.0% | |
| SPOT | Spotify Technology SA | $45,965 | +170140.7% | 344 | 0.0% | 0.04% | +61.5% | |
| MPC | Marathon Petroleum Corp | $45,842 | +114505.0% | 340 | 0.0% | 0.04% | +10.5% | |
| LUV | Southwest Airlines Co | $45,231 | +96136.2% | 1,390 | 0.0% | 0.04% | -4.5% | |
| NOC | Sell | Northrop Grumman Corp | $45,249 | +74078.7% | 98 | -11.7% | 0.04% | -27.6% |
| KR | The Kroger Co | $45,963 | +109335.7% | 931 | 0.0% | 0.04% | +5.0% | |
| HCA | HCA Healthcare Inc | $45,880 | +109138.1% | 174 | 0.0% | 0.04% | +5.0% | |
| ATR | AptarGroup Inc Com | $44,321 | +108000.0% | 375 | 0.0% | 0.04% | +5.1% | |
| THG | Hanover Ins Group Inc Com | $43,433 | +94319.6% | 338 | 0.0% | 0.04% | -9.1% | |
| VMW | VMware Inc Cl A Com | $43,198 | +102752.4% | 346 | 0.0% | 0.04% | 0.0% | |
| JKHY | Henry Jack & Assoc Inc Com | $44,010 | +86194.1% | 292 | 0.0% | 0.04% | -16.7% | |
| TEL | TE Connectivity Ltd | $43,935 | +115518.4% | 335 | 0.0% | 0.04% | +11.1% | |
| CLX | Clorox Co | $43,991 | +112697.4% | 278 | 0.0% | 0.04% | +8.1% | |
| OTIS | Otis Worldwide Corp | $42,200 | +108105.1% | 500 | 0.0% | 0.04% | +5.4% | |
| HUM | Humana Inc | $42,720 | +94833.3% | 88 | 0.0% | 0.04% | -9.3% | |
| PWR | Quanta Svcs Inc | $42,493 | +117936.1% | 255 | 0.0% | 0.04% | +14.7% | |
| UPS | Buy | United Parcel Service, Inc. | $42,872 | +153014.3% | 221 | +39.0% | 0.04% | +50.0% |
| AEP | Buy | AMERICAN ELEC PWR INC COM | $41,400 | +591328.6% | 455 | +531.9% | 0.04% | +442.9% |
| HSY | Hershey Co | $41,469 | +109028.9% | 163 | 0.0% | 0.04% | +5.6% | |
| JLL | Jones Lang Lasalle Inc Com | $40,010 | +90831.8% | 275 | 0.0% | 0.04% | -11.9% | |
| TT | Trane Technologies Plc | $40,476 | +109294.6% | 220 | 0.0% | 0.04% | +5.7% | |
| FSLR | First Solar Inc | $40,673 | +145160.7% | 187 | 0.0% | 0.04% | +42.3% | |
| DCI | Donaldson Inc Com | $40,249 | +111702.8% | 616 | 0.0% | 0.04% | +8.8% | |
| ALGM | Allegro Microsystems Inc | $38,776 | +161466.7% | 808 | 0.0% | 0.04% | +56.5% | |
| CCI | Crown Castle Inc | $39,215 | +97937.5% | 293 | 0.0% | 0.04% | -5.3% | |
| RLI | RLI Corp Com | $38,943 | +102381.6% | 293 | 0.0% | 0.04% | 0.0% | |
| VLO | Valero Energy Corp | $39,367 | +109252.8% | 282 | 0.0% | 0.04% | +5.9% | |
| RH | RH Com | $38,968 | +90523.3% | 160 | 0.0% | 0.04% | -12.2% | |
| ALB | Albemarle Corp | $38,682 | +101694.7% | 175 | 0.0% | 0.04% | 0.0% | |
| AJG | Gallagher Arthur J & Co | $37,688 | +101759.5% | 197 | 0.0% | 0.04% | 0.0% | |
| STLD | Steel Dynamics Inc | $38,214 | +115700.0% | 338 | 0.0% | 0.04% | +12.9% | |
| IEMG | Buy | iShares Core MSCI Emerging Markets ETF | $38,105 | +111973.5% | 781 | +6.3% | 0.04% | +9.4% |
| TDG | Transdigm Group Inc | $37,590 | +117368.8% | 51 | 0.0% | 0.04% | +16.7% | |
| CTAS | Cintas Corp | $38,402 | +103689.2% | 83 | 0.0% | 0.04% | 0.0% | |
| EBAY | Ebay Inc | $38,380 | +106511.1% | 865 | 0.0% | 0.04% | +2.9% | |
| DASH | Doordash Inc Cl A | $37,119 | +127896.6% | 584 | 0.0% | 0.03% | +25.9% | |
| New | Masterbrand Inc | $37,394 | – | 4,651 | +100.0% | 0.03% | – | |
| GLW | Corning Inc | $37,432 | +109994.1% | 1,061 | 0.0% | 0.03% | +6.2% | |
| GSLC | Goldman Sachs ActiveBeta US Large Cap ETF | $37,442 | +106877.1% | 461 | 0.0% | 0.03% | +3.0% | |
| PYPL | New | Paypal Hldgs Inc Com | $35,464 | – | 467 | +100.0% | 0.03% | – |
| MTSI | Macom Tech Solutions Hldgs Inc Com | $34,853 | +112329.0% | 492 | 0.0% | 0.03% | +10.3% | |
| BWXT | BWX Technologies Inc | $34,672 | +108250.0% | 550 | 0.0% | 0.03% | +6.7% | |
| GWW | Grainger W W Inc | $35,129 | +125360.7% | 51 | 0.0% | 0.03% | +23.1% | |
| QQQ | Invesco QQQ Trust ETF | $34,981 | +120524.1% | 109 | 0.0% | 0.03% | +18.5% | |
| QRVO | Qorvo Inc Com | $34,940 | +112609.7% | 344 | 0.0% | 0.03% | +10.3% | |
| AMCR | Amcor PLC ORD | $34,060 | +94511.1% | 2,993 | 0.0% | 0.03% | -8.8% | |
| VRSK | Verisk Analytics Inc | $32,616 | +108620.0% | 170 | 0.0% | 0.03% | +7.1% | |
| IEX | Idex Corp | $32,806 | +102418.8% | 142 | 0.0% | 0.03% | 0.0% | |
| STIP | Buy | iShares 0-5 Year TIPS Bond ETF | $33,143 | +174336.8% | 334 | +67.0% | 0.03% | +66.7% |
| WING | Wingstop Inc | $33,044 | +132076.0% | 180 | 0.0% | 0.03% | +25.0% | |
| BG | Bunge Ltd | $32,286 | +94858.8% | 338 | 0.0% | 0.03% | -6.2% | |
| SPY | SPDR S&P 500 ETF | $32,751 | +105548.4% | 80 | 0.0% | 0.03% | +3.4% | |
| MCK | McKesson Corp | $32,401 | +95197.1% | 91 | 0.0% | 0.03% | -6.2% | |
| SHLS | Shoals Technologies Group Inc Cl A | $31,678 | +93070.6% | 1,390 | 0.0% | 0.03% | -9.4% | |
| EPAM | Epam Sys Inc | $31,395 | +92238.2% | 105 | 0.0% | 0.03% | -9.4% | |
| CFG | Citizens Finl Group Inc | $31,828 | +77529.3% | 1,048 | 0.0% | 0.03% | -25.6% | |
| ULTA | Ulta Beauty Inc Com | $31,103 | +115096.3% | 57 | 0.0% | 0.03% | +11.5% | |
| PPG | PPG Industries Inc | $31,792 | +105873.3% | 238 | 0.0% | 0.03% | +3.6% | |
| AZO | Autozone Inc | $31,956 | +99762.5% | 13 | 0.0% | 0.03% | -3.3% | |
| HES | Hess Corp | $30,835 | +93339.4% | 233 | 0.0% | 0.03% | -9.7% | |
| HUBB | Hubbell Inc | $30,657 | +102090.0% | 126 | 0.0% | 0.03% | 0.0% | |
| ORLY | O Reilly Automotive | $30,563 | +101776.7% | 36 | 0.0% | 0.03% | 0.0% | |
| PFG | Principal Financial Group Inc | $29,431 | +89084.8% | 396 | 0.0% | 0.03% | -12.9% | |
| OSH | Oak Str Health Inc | $29,668 | +185325.0% | 767 | 0.0% | 0.03% | +80.0% | |
| SCHD | Schwab US Dividend Equity ETF | $29,264 | +97446.7% | 400 | 0.0% | 0.03% | -3.6% | |
| FCNCA | First Citizens Bancshares, Inc (nc) | $29,193 | +126826.1% | 30 | 0.0% | 0.03% | +22.7% | |
| ETR | Entergy Corp New | $29,521 | +95129.0% | 274 | 0.0% | 0.03% | -6.9% | |
| FOUR | Shift4 Pmts Inc | $27,743 | +138615.0% | 366 | 0.0% | 0.03% | +36.8% | |
| LNG | Cheniere Energy Inc Com | $28,368 | +104966.7% | 180 | 0.0% | 0.03% | 0.0% | |
| HON | Sell | Honeywell International Inc | $28,668 | +63606.7% | 150 | -29.2% | 0.03% | -39.5% |
| IJR | iShares Core S&P Small-Cap Index ETF | $28,720 | +102471.4% | 297 | 0.0% | 0.03% | 0.0% | |
| KEY | KeyCorp | $27,669 | +72713.2% | 2,210 | 0.0% | 0.02% | -30.6% | |
| LSCC | Lattice Semiconductor Corp | $26,931 | +149516.7% | 282 | 0.0% | 0.02% | +47.1% | |
| EFG | iShares MSCI EAFE Growth ETF | $27,542 | +110068.0% | 294 | 0.0% | 0.02% | +4.2% | |
| LULU | Lululemon Athletica Inc | $27,314 | +113708.3% | 75 | 0.0% | 0.02% | +8.7% | |
| HTLD | Heartland Express Inc | $27,160 | +104361.5% | 1,706 | 0.0% | 0.02% | 0.0% | |
| IUSB | iShares Core Total USD Bond Market ETF | $27,459 | +101600.0% | 595 | 0.0% | 0.02% | -3.8% | |
| AN | Autonation Inc | $26,603 | +126581.0% | 198 | 0.0% | 0.02% | +20.0% | |
| SGEN | Seagen Inc | $26,524 | +155923.5% | 131 | 0.0% | 0.02% | +50.0% | |
| IAC | IAC Interactive Corp New | $26,058 | +118345.5% | 505 | 0.0% | 0.02% | +14.3% | |
| HF Sinclair Corporation Com | $24,577 | +94426.9% | 508 | 0.0% | 0.02% | -8.0% | ||
| MRNA | Buy | Moderna Inc | $24,726 | +91477.8% | 161 | +7.3% | 0.02% | -11.5% |
| LKQ | LKQ Corp Com | $25,428 | +105850.0% | 448 | 0.0% | 0.02% | 0.0% | |
| LVS | Las Vegas Sands Corp Com | $25,048 | +119176.2% | 436 | 0.0% | 0.02% | +15.0% | |
| Apollo Global Management Inc | $25,327 | +97311.5% | 401 | 0.0% | 0.02% | -8.0% | ||
| AGCO | Agco Corp | $25,012 | +96100.0% | 185 | 0.0% | 0.02% | -8.0% | |
| CSGP | Costar Group Inc | $24,786 | +88421.4% | 360 | 0.0% | 0.02% | -11.5% | |
| LANC | Lancaster Colony Corp. | $23,534 | +102221.7% | 116 | 0.0% | 0.02% | 0.0% | |
| BAH | Booz Allen Hamilton Hldg Corp Cl A | $24,099 | +89155.6% | 260 | 0.0% | 0.02% | -15.4% | |
| IRDM | Iridium Communications Inc | $24,029 | +120045.0% | 388 | 0.0% | 0.02% | +15.8% | |
| BFB | Brown Forman Corp Cl B | $23,459 | +97645.8% | 365 | 0.0% | 0.02% | -4.3% | |
| FLWS | 1 800 Flowers Com Inc Cl A | $23,874 | +119270.0% | 2,076 | 0.0% | 0.02% | +15.8% | |
| VOT | New | Vanguard Index Fds ETF | $23,777 | – | 122 | +100.0% | 0.02% | – |
| CHTR | Charter Communications Inc A | $24,317 | +105626.1% | 68 | 0.0% | 0.02% | 0.0% | |
| TROW | Price T Rowe Group Inc | $24,161 | +104947.8% | 214 | 0.0% | 0.02% | 0.0% | |
| AES | AES Corp | $23,382 | +83407.1% | 971 | 0.0% | 0.02% | -19.2% | |
| SON | Sonoco Prods Co Com | $22,814 | +99091.3% | 374 | 0.0% | 0.02% | -4.5% | |
| PVH | PVH Corp | $22,914 | +127200.0% | 257 | 0.0% | 0.02% | +23.5% | |
| LPLA | LPL Finl Hldgs Inc | $22,871 | +95195.8% | 113 | 0.0% | 0.02% | -8.7% | |
| AON | AON PLC A | $22,386 | +106500.0% | 71 | 0.0% | 0.02% | +5.0% | |
| PTC | PTC Inc Com | $23,210 | +105400.0% | 181 | 0.0% | 0.02% | 0.0% | |
| ANET | Arista Networks Inc | $22,997 | +135176.5% | 137 | 0.0% | 0.02% | +31.2% | |
| MASI | Masimo Corp | $22,698 | +126000.0% | 123 | 0.0% | 0.02% | +23.5% | |
| COTY | Coty Inc | $23,336 | +137170.6% | 1,935 | 0.0% | 0.02% | +31.2% | |
| FIVE | Five Below Inc | $23,275 | +116275.0% | 113 | 0.0% | 0.02% | +10.5% | |
| HYG | Ishares Tr Iboxx Hi Yd ETF | $22,665 | +102922.7% | 300 | 0.0% | 0.02% | 0.0% | |
| LTHM | Livent Corp Com | $22,849 | +108704.8% | 1,052 | 0.0% | 0.02% | +5.0% | |
| MRO | Marathon Oil Corp | $23,002 | +88369.2% | 960 | 0.0% | 0.02% | -16.0% | |
| SQ | Buy | Square Inc Cl A | $22,792 | +189833.3% | 332 | +76.6% | 0.02% | +90.9% |
| RNR | Renaissancere Holdings Ltd | $22,238 | +111090.0% | 111 | 0.0% | 0.02% | +5.3% | |
| JBL | Jabil Circuit Inc | $22,040 | +129547.1% | 250 | 0.0% | 0.02% | +25.0% | |
| OMC | New | Omnicom Group Inc | $22,170 | – | 235 | +100.0% | 0.02% | – |
| RDFN | Redfin Corp/sh | $21,345 | +213350.0% | 2,356 | 0.0% | 0.02% | +122.2% | |
| HST | Host Hotels & Resorts Inc Com | $21,453 | +102057.1% | 1,301 | 0.0% | 0.02% | 0.0% | |
| Airsculpt Technologies Inc Com | $21,516 | +134375.0% | 4,269 | 0.0% | 0.02% | +33.3% | ||
| INCY | Incyte Corp | $21,464 | +89333.3% | 297 | 0.0% | 0.02% | -13.0% | |
| ABG | Asbury Automotive Group Inc | $20,580 | +114233.3% | 98 | 0.0% | 0.02% | +11.8% | |
| BMRN | Biomarin Pharmaceutical Inc | $20,518 | +93163.6% | 211 | 0.0% | 0.02% | -9.5% | |
| PODD | Insulet Corp | $20,732 | +109015.8% | 65 | 0.0% | 0.02% | +5.6% | |
| BX | Buy | Blackstone Inc Com | $20,203 | +168258.3% | 230 | +38.6% | 0.02% | +72.7% |
| IDCC | Interdigital Inc Com | $20,995 | +149864.3% | 288 | 0.0% | 0.02% | +46.2% | |
| BAX | New | Baxter Intl Inc Com | $20,280 | – | 500 | +100.0% | 0.02% | – |
| BURL | Burlington Stores Inc | $20,816 | +99023.8% | 103 | 0.0% | 0.02% | -5.0% | |
| PM | Philip Morris International Inc | $20,131 | +95761.9% | 207 | 0.0% | 0.02% | -5.0% | |
| HZNP | Horizon Pharma PLC | $20,518 | +97604.8% | 188 | 0.0% | 0.02% | -5.0% | |
| RPD | Rapid7 Inc | $20,292 | +135180.0% | 442 | 0.0% | 0.02% | +35.7% | |
| ENB | New | ENBRIDGE INC COM | $20,868 | – | 547 | +100.0% | 0.02% | – |
| DXCM | Dexcom Inc | $19,170 | +100794.7% | 165 | 0.0% | 0.02% | 0.0% | |
| ROLL | RBC Bearings Inc Com | $19,084 | +112158.8% | 82 | 0.0% | 0.02% | +12.5% | |
| FHI | Federated Hermes Inc Cl B | $19,548 | +108500.0% | 487 | 0.0% | 0.02% | +5.9% | |
| FND | Floor & Decor Hldgs Inc | $19,349 | +138107.1% | 197 | 0.0% | 0.02% | +38.5% | |
| RE | Everest RE Group Ltd | $19,691 | +109294.4% | 55 | 0.0% | 0.02% | +5.9% | |
| FORM | Formfactor Inc | $19,333 | +148615.4% | 607 | 0.0% | 0.02% | +50.0% | |
| ENPH | Enphase Energy Inc | $19,977 | +79808.0% | 95 | 0.0% | 0.02% | -25.0% | |
| SCCO | Southern Copper Corp Com | $19,520 | +130033.3% | 256 | 0.0% | 0.02% | +28.6% | |
| Annaly Capital Management Inc Com New | $19,378 | +92176.2% | 1,014 | 0.0% | 0.02% | -10.0% | ||
| ZBRA | Zebra Technologies Corp Cl A | $19,080 | +127100.0% | 60 | 0.0% | 0.02% | +28.6% | |
| CRUS | Cirrus Logic, Inc. | $19,688 | +151346.2% | 180 | 0.0% | 0.02% | +50.0% | |
| SWAV | Shockwave Med Inc Com | $19,948 | +104889.5% | 92 | 0.0% | 0.02% | 0.0% | |
| PAYC | Paycom Software Inc | $20,065 | +100225.0% | 66 | 0.0% | 0.02% | -5.3% | |
| VNT | Vontier Corporation | $19,712 | +140700.0% | 721 | 0.0% | 0.02% | +38.5% | |
| ILMN | Buy | Illumina Inc | $19,999 | +166558.3% | 86 | +45.8% | 0.02% | +63.6% |
| RS | Reliance Steel & Aluminum Co Com | $19,256 | +128273.3% | 75 | 0.0% | 0.02% | +28.6% | |
| MGM | MGM Mirage | $18,923 | +135064.3% | 426 | 0.0% | 0.02% | +30.8% | |
| AEIS | Advanced Energy Inds | $18,032 | +112600.0% | 184 | 0.0% | 0.02% | +13.3% | |
| ARES | Ares Management Corporation Cl A Com | $18,190 | +121166.7% | 218 | 0.0% | 0.02% | +21.4% | |
| ASAN | Asana Inc Cl A | $18,277 | +152208.3% | 865 | 0.0% | 0.02% | +54.5% | |
| BJ | BJS Wholesale Club Inc | $18,637 | +116381.2% | 245 | 0.0% | 0.02% | +13.3% | |
| BWA | Borgwarner Inc Com | $18,416 | +122673.3% | 375 | 0.0% | 0.02% | +21.4% | |
| DRQ | Dril-Quip Inc Com | $18,620 | +103344.4% | 649 | 0.0% | 0.02% | 0.0% | |
| New | Ge Healthcare Technologies Inc | $18,047 | – | 220 | +100.0% | 0.02% | – | |
| HUBS | Hubspot Inc | $18,436 | +153533.3% | 43 | 0.0% | 0.02% | +54.5% | |
| H | Hyatt Hotels Corp | $19,004 | +126593.3% | 170 | 0.0% | 0.02% | +21.4% | |
| IPGP | IPG Photonics Corp | $18,497 | +132021.4% | 150 | 0.0% | 0.02% | +30.8% | |
| LEN | Lennar Corp | $19,025 | +118806.2% | 181 | 0.0% | 0.02% | +13.3% | |
| PINS | Pinterest Inc | $18,625 | +109458.8% | 683 | 0.0% | 0.02% | +6.2% | |
| RBLX | New | Roblox Corp | $18,262 | – | 406 | +100.0% | 0.02% | – |
| ROK | Rockwell Automation Inc | $18,781 | +117281.2% | 64 | 0.0% | 0.02% | +13.3% | |
| ROST | Ross Stores Inc | $18,997 | +90361.9% | 179 | 0.0% | 0.02% | -15.0% | |
| SAFE | Safehold Inc | $18,255 | +101316.7% | 613 | 0.0% | 0.02% | 0.0% | |
| SAH | Sonic Automotive Inc | $18,530 | +108900.0% | 341 | 0.0% | 0.02% | +6.2% | |
| TTD | The Trade Desk Inc Com Cl A | $18,699 | +133464.3% | 307 | 0.0% | 0.02% | +30.8% | |
| PATH | Uipath Inc | $18,772 | +133985.7% | 1,069 | 0.0% | 0.02% | +30.8% | |
| X | United States Stl Corp New | $18,609 | +103283.3% | 713 | 0.0% | 0.02% | 0.0% | |
| UNVR | Univar Solutions Inc | $18,075 | +112868.8% | 516 | 0.0% | 0.02% | +13.3% | |
| WCC | Wesco Intl Inc | $18,699 | +124560.0% | 121 | 0.0% | 0.02% | +21.4% | |
| WST | New | West Pharmaceutical Svsc Inc | $18,016 | – | 52 | +100.0% | 0.02% | – |
| ZG | Zillow Group Inc | $18,310 | +140746.2% | 419 | 0.0% | 0.02% | +41.7% | |
| Z | Zillow Group Inc Cl C | $18,633 | +143230.8% | 419 | 0.0% | 0.02% | +41.7% | |
| ACGL | Arch Cap Group Ltd | $18,189 | +106894.1% | 268 | 0.0% | 0.02% | +6.2% | |
| ICHR | Ichor Holdings | $18,793 | +125186.7% | 574 | 0.0% | 0.02% | +21.4% | |
| IAGG | iShares Core International Aggregate Bond ETF | $17,133 | +100682.4% | 350 | 0.0% | 0.02% | 0.0% | |
| URI | United Rentals Inc Com | $17,018 | +113353.3% | 43 | 0.0% | 0.02% | +14.3% | |
| TWLO | Twilio Inc Cl A | $17,457 | +134184.6% | 262 | 0.0% | 0.02% | +33.3% | |
| IQV | Iqvia Hldgs Inc | $16,906 | +99347.1% | 85 | 0.0% | 0.02% | 0.0% | |
| LENB | Lennar Corp Cl B | $17,594 | +117193.3% | 197 | 0.0% | 0.02% | +14.3% | |
| NBIX | Neurocrine Biosciences Inc | $17,815 | +84733.3% | 176 | 0.0% | 0.02% | -20.0% | |
| VTRS | Viatris Inc | $17,816 | +84738.1% | 1,852 | 0.0% | 0.02% | -20.0% | |
| CCOI | Cogent Communications Hldgs In | $17,204 | +114593.3% | 270 | 0.0% | 0.02% | +14.3% | |
| XYL | Xylem Inc | $16,961 | +94127.8% | 162 | 0.0% | 0.02% | -5.9% | |
| TW | Tradeweb Mkts Inc Com | $17,463 | +124635.7% | 221 | 0.0% | 0.02% | +23.1% | |
| AXTA | Axalta Coating Sys Ltd | $17,265 | +115000.0% | 570 | 0.0% | 0.02% | +14.3% | |
| ANSS | New | Ansys Inc | $17,638 | – | 53 | +100.0% | 0.02% | – |
| CHRW | C H Robinson Worldwide Inc | $17,191 | +107343.8% | 173 | 0.0% | 0.02% | +6.7% | |
| TER | Teradyne Inc Com | $16,987 | +121235.7% | 158 | 0.0% | 0.02% | +23.1% | |
| DHI | D R Horton Inc/sh Sh | $17,780 | +111025.0% | 182 | 0.0% | 0.02% | +6.7% | |
| KMB | Kimberly-Clark Corp | $17,583 | +97583.3% | 131 | 0.0% | 0.02% | -5.9% | |
| SLAB | Silicon Laboratories Inc | $17,509 | +124964.3% | 100 | 0.0% | 0.02% | +23.1% | |
| SIGI | Selective Insurance Group Inc. | $17,159 | +107143.8% | 180 | 0.0% | 0.02% | +6.7% | |
| ROKU | Roku Inc | $17,442 | +158463.6% | 265 | 0.0% | 0.02% | +60.0% | |
| ETSY | Etsy Inc | $17,813 | +93652.6% | 160 | 0.0% | 0.02% | -11.1% | |
| FCN | FTI Consulting Inc. | $17,169 | +122535.7% | 87 | 0.0% | 0.02% | +23.1% | |
| KLIC | Kulicke & Soffa Inds Inc | $17,282 | +115113.3% | 328 | 0.0% | 0.02% | +14.3% | |
| LECO | Lincoln Elec Hldgs Inc | $17,417 | +116013.3% | 103 | 0.0% | 0.02% | +14.3% | |
| PCAR | Buy | Paccar Inc | $16,909 | +112626.7% | 231 | +50.0% | 0.02% | +14.3% |
| WY | Weyerhaeuser Co | $17,626 | +97822.2% | 585 | 0.0% | 0.02% | -5.9% | |
| IR | Ingersoll Rand Inc | $17,570 | +109712.5% | 302 | 0.0% | 0.02% | +6.7% | |
| IONS | Ionis Pharmaceuticals Inc Com | $17,012 | +94411.1% | 476 | 0.0% | 0.02% | -5.9% | |
| HEI | Heico Corp New | $16,762 | +111646.7% | 98 | 0.0% | 0.02% | +7.1% | |
| VSH | Vishay Intertechnology Inc | $16,603 | +103668.8% | 734 | 0.0% | 0.02% | 0.0% | |
| BRMK | Broadmark Rlty Cap Inc Com | $16,177 | +134708.3% | 3,442 | 0.0% | 0.02% | +36.4% | |
| BFAM | Bright Horizons Fam Sol In Del | $16,707 | +119235.7% | 217 | 0.0% | 0.02% | +15.4% | |
| NVR | NVR Inc | $16,717 | +119307.1% | 3 | 0.0% | 0.02% | +15.4% | |
| NOV | Nov Inc | $15,919 | +88338.9% | 860 | 0.0% | 0.02% | -11.8% | |
| NUE | Nucor Corp | $16,528 | +117957.1% | 107 | 0.0% | 0.02% | +15.4% | |
| OMCL | Omnicell Com | $15,958 | +113885.7% | 272 | 0.0% | 0.02% | +15.4% | |
| MDB | New | Mongodb Inc | $15,852 | – | 68 | +100.0% | 0.02% | – |
| LII | Lennox Intl Inc | $16,333 | +101981.2% | 65 | 0.0% | 0.02% | 0.0% | |
| OC | Owens Corning New | $15,807 | +112807.1% | 165 | 0.0% | 0.02% | +15.4% | |
| FTV | Fortive Corp | $15,884 | +105793.3% | 233 | 0.0% | 0.02% | +7.1% | |
| ALGT | Allegiant Travel Co | $16,464 | +137100.0% | 179 | 0.0% | 0.02% | +36.4% | |
| SNDR | Schneider National Inc | $15,783 | +112635.7% | 590 | 0.0% | 0.02% | +15.4% | |
| ENR | Energizer Hldgs Inc New | $16,621 | +103781.2% | 479 | 0.0% | 0.02% | 0.0% | |
| APTV | Aptiv PLC | $16,155 | +124169.2% | 144 | 0.0% | 0.02% | +25.0% | |
| SCI | Service Corp Intl | $16,438 | +96594.1% | 239 | 0.0% | 0.02% | -6.2% | |
| JAZZ | Jazz Pharmaceuticals PLC Shs USD | $16,389 | +90950.0% | 112 | 0.0% | 0.02% | -11.8% | |
| MTD | Mettler Toledo International Com | $16,832 | +105100.0% | 11 | 0.0% | 0.02% | 0.0% | |
| DUK | Sell | Duke Energy Corp | $15,821 | +52636.7% | 164 | -44.2% | 0.02% | -46.4% |
| SNA | Snap On Inc Com | $15,801 | +105240.0% | 64 | 0.0% | 0.02% | +7.1% | |
| DLB | DOLBY LABORATORIES INC COM | $16,144 | +124084.6% | 189 | 0.0% | 0.02% | +25.0% | |
| SPLK | Splunk Inc | $16,108 | +114957.1% | 168 | 0.0% | 0.02% | +15.4% | |
| DVN | Devon Energy Corp | $16,752 | +83660.0% | 331 | 0.0% | 0.02% | -21.1% | |
| JHG | Janus Henderson Group PLC ADR | $15,798 | +112742.9% | 593 | 0.0% | 0.02% | +15.4% | |
| HLF | Herbalife Nutrition Ltd Com | $15,842 | +105513.3% | 984 | 0.0% | 0.02% | +7.1% | |
| KEYS | Keysight Technologies Inc | $16,309 | +95835.3% | 101 | 0.0% | 0.02% | -6.2% | |
| ZS | New | Zscaler Inc | $16,006 | – | 137 | +100.0% | 0.02% | – |
| ZBH | Zimmer Biomet Holdings Inc | $15,892 | +99225.0% | 123 | 0.0% | 0.02% | 0.0% | |
| VTWO | New | Vanguard Scottsdale Fds ETF | $15,858 | – | 220 | +100.0% | 0.02% | – |
| YETI | Yeti Hldgs Inc Com | $16,560 | +97311.8% | 414 | 0.0% | 0.02% | -6.2% | |
| VRSN | Verisign Inc | $15,850 | +105566.7% | 75 | 0.0% | 0.02% | +7.1% | |
| WRB | Berkley W R Corp | $14,942 | +87794.1% | 240 | 0.0% | 0.01% | -12.5% | |
| FAST | Fastenal Co | $15,750 | +112400.0% | 292 | 0.0% | 0.01% | +7.7% | |
| PCTY | Paylocity Hldg Corp | $14,909 | +99293.3% | 75 | 0.0% | 0.01% | 0.0% | |
| LRCX | Lam Research Corp | $15,373 | +128008.3% | 29 | 0.0% | 0.01% | +27.3% | |
| LSTR | Landstar Sys Inc Com | $15,237 | +108735.7% | 85 | 0.0% | 0.01% | +7.7% | |
| STAG | Stag Indl Inc | $15,151 | +108121.4% | 448 | 0.0% | 0.01% | +7.7% | |
| STAA | Staar Surgical Co Com Par $0.01 | $15,540 | +129400.0% | 243 | 0.0% | 0.01% | +27.3% | |
| CAG | Conagra Brands Inc | $15,249 | +95206.2% | 406 | 0.0% | 0.01% | -6.7% | |
| A | Agilent Technologies Inc | $14,802 | +92412.5% | 107 | 0.0% | 0.01% | -6.7% | |
| GPS | Gap Inc | $15,110 | +88782.4% | 1,505 | 0.0% | 0.01% | -12.5% | |
| BKR | Baker Hughes Company Cl A | $15,440 | +96400.0% | 535 | 0.0% | 0.01% | -6.7% | |
| CASY | Caseys Gen Stores Inc | $14,719 | +98026.7% | 68 | 0.0% | 0.01% | 0.0% | |
| GRMN | Garmin Ltd | $15,542 | +110914.3% | 154 | 0.0% | 0.01% | +7.7% | |
| MKC | New | McCormick & Co Inc | $15,643 | – | 188 | +100.0% | 0.01% | – |
| DOCU | Docusign Inc | $14,808 | +105671.4% | 254 | 0.0% | 0.01% | +7.7% | |
| TRGP | Targa Res Corp | $15,247 | +101546.7% | 209 | 0.0% | 0.01% | 0.0% | |
| CUBE | Cubesmart Com | $14,790 | +113669.2% | 320 | 0.0% | 0.01% | +16.7% | |
| WLTW | Willis Towers Watson PLC LTD Shs | $14,872 | +92850.0% | 64 | 0.0% | 0.01% | -6.7% | |
| NXST | Nexstar Media Group Inc | $15,194 | +101193.3% | 88 | 0.0% | 0.01% | 0.0% | |
| SNOW | Buy | Snowflake Inc Cl A | $15,275 | +117400.0% | 99 | +10.0% | 0.01% | +16.7% |
| Warner Bros Discovery Inc Com Ser A | $15,372 | +153620.0% | 1,018 | 0.0% | 0.01% | +55.6% | ||
| ST | Sensata Technologies Hldg Plc | $15,756 | +121100.0% | 315 | 0.0% | 0.01% | +16.7% | |
| COG | Coterra Energy Inc | $15,730 | +98212.5% | 641 | 0.0% | 0.01% | -6.7% | |
| New | Atlassian Corporation Cl A | $15,234 | – | 89 | +100.0% | 0.01% | – | |
| TTWO | Take-Two Interactive Software | $15,270 | +117361.5% | 128 | 0.0% | 0.01% | +16.7% | |
| DT | New | Dynatrace Inc | $15,397 | – | 364 | +100.0% | 0.01% | – |
| CBOE | CBOE Global Mkts Inc | $15,706 | +104606.7% | 117 | 0.0% | 0.01% | 0.0% | |
| AME | Ametek Inc New | $15,260 | +101633.3% | 105 | 0.0% | 0.01% | 0.0% | |
| EGP | Eastgroup Properties Inc Com | $14,713 | +113076.9% | 89 | 0.0% | 0.01% | +16.7% | |
| NCLH | Norwegian Cruise Line Hldg Ltd Com | $15,172 | +108271.4% | 1,128 | 0.0% | 0.01% | +7.7% | |
| HSIC | Henry Schein Inc | $14,759 | +105321.4% | 181 | 0.0% | 0.01% | +7.7% | |
| Victorias Secret And Co | $15,607 | +97443.8% | 457 | 0.0% | 0.01% | -6.7% | ||
| TBK | Triumph Financial Inc Com | $14,863 | +114230.8% | 256 | 0.0% | 0.01% | +16.7% | |
| LEA | Lear Corp Com New | $15,065 | +115784.6% | 108 | 0.0% | 0.01% | +16.7% | |
| PLTR | Palantir Technologies Inc | $15,387 | +128125.0% | 1,821 | 0.0% | 0.01% | +27.3% | |
| TSCO | Tractor Supply Co | $14,808 | +105671.4% | 63 | 0.0% | 0.01% | +7.7% | |
| OLN | Olin Corp Com Par $1 | $15,540 | +103500.0% | 280 | 0.0% | 0.01% | 0.0% | |
| YUM | Yum Brands Inc | $14,793 | +105564.3% | 112 | 0.0% | 0.01% | +7.7% | |
| MIDD | Middleby Corp | $14,808 | +105671.4% | 101 | 0.0% | 0.01% | +7.7% | |
| MLM | Martin Marietta Matls Inc | $15,268 | +101686.7% | 43 | 0.0% | 0.01% | 0.0% | |
| ATO | Atmos Energy Corp Com | $13,820 | +98614.3% | 123 | 0.0% | 0.01% | 0.0% | |
| HIG | Hartford Finl Svcs Group Inc Com | $14,217 | +94680.0% | 204 | 0.0% | 0.01% | -7.1% | |
| VAC | Marriott Vacations Worldwide Corp Com | $14,295 | +102007.1% | 106 | 0.0% | 0.01% | 0.0% | |
| ADSK | Autodesk Inc | $13,947 | +107184.6% | 67 | 0.0% | 0.01% | +8.3% | |
| MKL | Markel Corp | $14,052 | +100271.4% | 11 | 0.0% | 0.01% | 0.0% | |
| GDDY | Godaddy Inc | $13,990 | +107515.4% | 180 | 0.0% | 0.01% | +8.3% | |
| GLT | Glatfelter Corporation | $14,419 | +110815.4% | 4,520 | 0.0% | 0.01% | +8.3% | |
| GNTX | Gentex Corp | $14,183 | +101207.1% | 506 | 0.0% | 0.01% | 0.0% | |
| IT | GARTNER INC COM | $13,682 | +97628.6% | 42 | 0.0% | 0.01% | 0.0% | |
| GLPI | Gaming & Leisure Pptys Inc | $13,744 | +98071.4% | 264 | 0.0% | 0.01% | 0.0% | |
| GXO Logistics Incorporated | $14,583 | +121425.0% | 289 | 0.0% | 0.01% | +18.2% | ||
| LAD | Lithia Mtrs Inc | $13,736 | +114366.7% | 60 | 0.0% | 0.01% | +18.2% | |
| ZM | Sell | Zoom Video Communications Inc Cl A | $14,325 | +89431.2% | 194 | -17.1% | 0.01% | -13.3% |
| L | Loews Corp | $13,867 | +98950.0% | 239 | 0.0% | 0.01% | 0.0% | |
| LAZR | Luminar Technologies Inc | $13,726 | +137160.0% | 2,115 | 0.0% | 0.01% | +44.4% | |
| MCO | Sell | Moody's Corporation | $13,771 | +7593.3% | 45 | -93.0% | 0.01% | -92.3% |
| FR | First Indl Rlty Tr Inc Com | $14,683 | +112846.2% | 276 | 0.0% | 0.01% | +8.3% | |
| KNX | Knight-Swift Transn Holdings Inc | $14,371 | +110446.2% | 254 | 0.0% | 0.01% | +8.3% | |
| FATE | New | Fate Therapeutics Inc Com | $14,233 | – | 2,497 | +100.0% | 0.01% | – |
| KKR | KKR & Co Inc Cl A Com | $14,338 | +110192.3% | 273 | 0.0% | 0.01% | +8.3% | |
| EXR | Extra Space Storage Inc | $14,012 | +107684.6% | 86 | 0.0% | 0.01% | +8.3% | |
| ATVI | Sell | Activision Blizzard Inc Com | $14,294 | +14338.4% | 167 | -87.1% | 0.01% | -86.2% |
| ES | New | Eversource Energy | $14,165 | – | 181 | +100.0% | 0.01% | – |
| W | Wayfair Inc Cl A | $13,736 | +105561.5% | 400 | 0.0% | 0.01% | +8.3% | |
| WTRG | New | Essential Utils Inc | $14,186 | – | 325 | +100.0% | 0.01% | – |
| REXR | Rexford Industrial Realty Inc | $14,376 | +110484.6% | 241 | 0.0% | 0.01% | +8.3% | |
| AKAM | New | Akamai Technologies Inc | $14,486 | – | 185 | +100.0% | 0.01% | – |
| WAT | Waters Corp | $13,624 | +90726.7% | 44 | 0.0% | 0.01% | -7.1% | |
| SPGI | Buy | S&P Global Inc | $13,791 | +105984.6% | 40 | +5.3% | 0.01% | +8.3% |
| SBAC | New | SBA Communications Corp New Cl A | $14,359 | – | 55 | +100.0% | 0.01% | – |
| SBRA | Sabra Health Care REIT Inc. | $13,651 | +90906.7% | 1,187 | 0.0% | 0.01% | -7.1% | |
| SLB | Schlumberger Ltd | $14,141 | +94173.3% | 288 | 0.0% | 0.01% | -7.1% | |
| CPB | Campbell Soup Co Com | $14,460 | +96300.0% | 263 | 0.0% | 0.01% | -7.1% | |
| BOKF | Bok Finl Corp | $14,012 | +82323.5% | 166 | 0.0% | 0.01% | -18.8% | |
| BYND | Beyond Meat Inc | $14,104 | +128118.2% | 869 | 0.0% | 0.01% | +30.0% | |
| BLL | Ball Corp | $13,888 | +106730.8% | 252 | 0.0% | 0.01% | +8.3% | |
| VEEV | Veeva Sys Inc Cl A | $13,600 | +113233.3% | 74 | 0.0% | 0.01% | +18.2% | |
| SJM | Smucker J M Co Com New | $14,006 | +99942.9% | 89 | 0.0% | 0.01% | 0.0% | |
| IVZ | Invesco Ltd | $13,973 | +93053.3% | 852 | 0.0% | 0.01% | -7.1% | |
| CMS | CMS Energy Corp | $13,626 | +97228.6% | 222 | 0.0% | 0.01% | 0.0% | |
| COLD | Americold Realty Trust Inc Com | $14,396 | +102728.6% | 506 | 0.0% | 0.01% | 0.0% | |
| SPT | New | Sprout Social Inc | $14,185 | – | 233 | +100.0% | 0.01% | – |
| MU | Micron Technology Inc Com | $14,663 | +122091.7% | 243 | 0.0% | 0.01% | +18.2% | |
| FANG | Diamondback Energy Inc Com | $14,193 | +101278.6% | 105 | 0.0% | 0.01% | 0.0% | |
| DAL | Delta Air Lines Inc | $14,562 | +103914.3% | 417 | 0.0% | 0.01% | 0.0% | |
| RUN | Sunrun Inc Com | $13,984 | +82158.8% | 694 | 0.0% | 0.01% | -18.8% | |
| SNX | TD Synnex Corporation Com | $14,325 | +102221.4% | 148 | 0.0% | 0.01% | 0.0% | |
| MLHR | Millerknoll Inc Com | $14,438 | +96153.3% | 706 | 0.0% | 0.01% | -7.1% | |
| TNDM | Tandem Diabetes Care Inc | $13,726 | +91406.7% | 338 | 0.0% | 0.01% | -7.1% | |
| SAM | New | Boston Beer Inc Cl A | $14,463 | – | 44 | +100.0% | 0.01% | – |
| ESNT | Essent Group Ltd ADR | $13,617 | +104646.2% | 340 | 0.0% | 0.01% | +8.3% | |
| TXT | Textron Inc | $14,126 | +100800.0% | 200 | 0.0% | 0.01% | 0.0% | |
| CGNX | Cognex Corp | $14,568 | +103957.1% | 294 | 0.0% | 0.01% | 0.0% | |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $14,048 | +87700.0% | 400 | 0.0% | 0.01% | -13.3% | |
| TRV | The Travelers Companies Inc | $14,056 | +93606.7% | 82 | 0.0% | 0.01% | -7.1% | |
| TRIP | Tripadvisor Inc | $13,743 | +114425.0% | 692 | 0.0% | 0.01% | +18.2% | |
| C | Citigroup Inc | $13,645 | +104861.5% | 291 | 0.0% | 0.01% | +8.3% | |
| BRKS | New | Azenta Inc Com | $14,100 | – | 316 | +100.0% | 0.01% | – |
| New | Two Harbors Invt Corp | $14,122 | – | 960 | +100.0% | 0.01% | – | |
| CINF | Cincinnati Finl Corp Com | $14,570 | +111976.9% | 130 | 0.0% | 0.01% | +8.3% | |
| CMG | Chipotle Mexican Grill Inc | $13,666 | +124136.4% | 8 | 0.0% | 0.01% | +30.0% | |
| CENTA | Central Garden & Pet A | $13,948 | +107192.3% | 357 | 0.0% | 0.01% | +8.3% | |
| CENT | Central Garden & Pet Co Com | $13,878 | +106653.8% | 338 | 0.0% | 0.01% | +8.3% | |
| MAR | Marriott Intl, Inc.New Cl A | $14,445 | +111015.4% | 87 | 0.0% | 0.01% | +8.3% | |
| LAMR | Lamar Advertising Co New Cl A | $14,384 | +102642.9% | 144 | 0.0% | 0.01% | 0.0% | |
| NEM | Newmont Mining Corp | $14,118 | +100742.9% | 288 | 0.0% | 0.01% | 0.0% | |
| NNN | National Retail Properties Inc | $13,951 | +99550.0% | 316 | 0.0% | 0.01% | 0.0% | |
| NI | Nisource Inc | $13,980 | +99757.1% | 500 | 0.0% | 0.01% | 0.0% | |
| NDSN | Nordson Corp | $14,002 | +93246.7% | 63 | 0.0% | 0.01% | -7.1% | |
| ICE | Intercontinental Exchange Inc | $14,183 | +101207.1% | 136 | 0.0% | 0.01% | 0.0% | |
| IDA | Idaho Power Company | $13,758 | +98171.4% | 127 | 0.0% | 0.01% | 0.0% | |
| HLT | Hilton Worldwide Hldgs Inc | $14,228 | +109346.2% | 101 | 0.0% | 0.01% | +8.3% | |
| MAT | New | Mattel Inc/sh | $13,936 | – | 757 | +100.0% | 0.01% | – |
| HP | Helmerich & Payne Inc Com | $14,622 | +73010.0% | 409 | 0.0% | 0.01% | -31.6% | |
| HEIA | Heico Corp New Cl A Com | $14,270 | +109669.2% | 105 | 0.0% | 0.01% | +8.3% | |
| MXL | Maxlinear Inc/sh Cl B | $14,225 | +101507.1% | 404 | 0.0% | 0.01% | 0.0% | |
| JBGS | New | JBG Smith Pptys Com | $13,117 | – | 871 | +100.0% | 0.01% | – |
| BIIB | BIOGEN INC COM | $13,067 | +100415.4% | 47 | 0.0% | 0.01% | 0.0% | |
| PPC | Pilgrims Pride Corp | $13,143 | +101000.0% | 567 | 0.0% | 0.01% | 0.0% | |
| TTGT | New | TechTarget Inc Com | $12,534 | – | 347 | +100.0% | 0.01% | – |
| MOH | New | Molina Healthcare Inc | $13,107 | – | 49 | +100.0% | 0.01% | – |
| MHK | Mohawk Inds Inc | $12,828 | +98576.9% | 128 | 0.0% | 0.01% | 0.0% | |
| NUS | Nu Skin Enterprises Inc Cl A | $13,562 | +90313.3% | 345 | 0.0% | 0.01% | -14.3% | |
| PKI | Perkinelmer Inc | $13,193 | +94135.7% | 99 | 0.0% | 0.01% | -7.7% | |
| CNP | Centerpoint Energy Inc | $13,463 | +96064.3% | 457 | 0.0% | 0.01% | -7.7% | |
| Matterport Inc Com Cl A | $13,194 | +94142.9% | 4,833 | 0.0% | 0.01% | -7.7% | ||
| WPC | Wp Carey Inc | $13,321 | +102369.2% | 172 | 0.0% | 0.01% | 0.0% | |
| VMC | Vulcan Matls Co | $13,382 | +95485.7% | 78 | 0.0% | 0.01% | -7.7% | |
| CNS | Cohen & Steers Inc | $12,984 | +99776.9% | 203 | 0.0% | 0.01% | 0.0% | |
| NYCB | New York Cmnty Bancorp Inc | $13,108 | +109133.3% | 1,450 | 0.0% | 0.01% | +9.1% | |
| GT | Goodyear Tire & Rubr Com | $13,026 | +108450.0% | 1,182 | 0.0% | 0.01% | +9.1% | |
| ZI | New | Zoominfo Technologies Inc | $12,800 | – | 518 | +100.0% | 0.01% | – |
| PCG | PG&E Corp | $13,259 | +101892.3% | 820 | 0.0% | 0.01% | 0.0% | |
| AIG | American International Group Inc | $13,547 | +79588.2% | 269 | 0.0% | 0.01% | -25.0% | |
| VST | Vistra Energy Corp Com | $13,392 | +102915.4% | 558 | 0.0% | 0.01% | 0.0% | |
| LNT | Alliant Energy Corp Com | $13,190 | +94114.3% | 247 | 0.0% | 0.01% | -7.7% | |
| TRU | Transunion Com | $13,174 | +109683.3% | 212 | 0.0% | 0.01% | +9.1% | |
| VICI | Vici Pptys Inc | $13,570 | +104284.6% | 416 | 0.0% | 0.01% | 0.0% | |
| GLDD | New | Great Lakes Dredge & Dock Corp | $12,799 | – | 2,357 | +100.0% | 0.01% | – |
| EOG | EOG Res Inc Com | $13,068 | +87020.0% | 114 | 0.0% | 0.01% | -14.3% | |
| KIM | Kimco Realty Corp | $12,851 | +91692.9% | 658 | 0.0% | 0.01% | -7.7% | |
| ELS | Equity Lifestyle Pptys Inc Com | $13,493 | +103692.3% | 201 | 0.0% | 0.01% | 0.0% | |
| ALK | Alaska Air Group Inc Com | $13,008 | +99961.5% | 310 | 0.0% | 0.01% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER C | $13,154 | +109516.7% | 161 | 0.0% | 0.01% | +9.1% | |
| CABO | Cable One Inc | $13,338 | +95171.4% | 19 | 0.0% | 0.01% | -7.7% | |
| ROL | Rollins Inc | $12,723 | +105925.0% | 339 | 0.0% | 0.01% | +9.1% | |
| OGE | Oge Energy Corp | $13,407 | +95664.3% | 356 | 0.0% | 0.01% | -7.7% | |
| K | New | Kellogg Co | $13,459 | – | 201 | +100.0% | 0.01% | – |
| DPZ | Dominos Pizza Inc | $12,865 | +91792.9% | 39 | 0.0% | 0.01% | -7.7% | |
| NDAQ | Nasdaq Inc Com | $13,449 | +89560.0% | 246 | 0.0% | 0.01% | -14.3% | |
| HRL | New | Hormel Foods Corp Com | $13,400 | – | 336 | +100.0% | 0.01% | – |
| RMD | Resmed Inc | $12,920 | +107566.7% | 59 | 0.0% | 0.01% | +9.1% | |
| EVRG | Evergy Inc Com | $13,141 | +93764.3% | 215 | 0.0% | 0.01% | -7.7% | |
| HASI | Hannon Armstrong Sust Infr Cap Com | $12,641 | +97138.5% | 442 | 0.0% | 0.01% | 0.0% | |
| DFS | Discover Finl Svcs | $12,948 | +99500.0% | 131 | 0.0% | 0.01% | 0.0% | |
| EXPE | Expedia Group Inc | $12,614 | +114572.7% | 130 | 0.0% | 0.01% | +20.0% | |
| RJF | Raymond James Finl Inc | $13,338 | +88820.0% | 143 | 0.0% | 0.01% | -14.3% | |
| SWK | Stanley Black & Decker Inc | $12,732 | +106000.0% | 158 | 0.0% | 0.01% | +9.1% | |
| UDR | United Dominion Realty | $13,221 | +110075.0% | 322 | 0.0% | 0.01% | +9.1% | |
| LPX | Louisiana Pac Corp | $12,685 | +90507.1% | 234 | 0.0% | 0.01% | -7.7% | |
| UGI | UGI Corp New Com | $13,174 | +94000.0% | 379 | 0.0% | 0.01% | -7.7% | |
| PSA | Public Storage | $13,596 | +104484.6% | 45 | 0.0% | 0.01% | 0.0% | |
| STEP | Stepstone Group Inc Cl A | $13,130 | +93685.7% | 541 | 0.0% | 0.01% | -7.7% | |
| SF | Stifel Finl Corp | $13,295 | +102169.2% | 225 | 0.0% | 0.01% | 0.0% | |
| HAIN | Hain Celestial Group Inc Com | $13,000 | +108233.3% | 758 | 0.0% | 0.01% | +9.1% | |
| OVV | Ovintiv Inc Com | $12,664 | +70255.6% | 351 | 0.0% | 0.01% | -29.4% | |
| MTG | Mgic Invt Corp Wis | $12,615 | +105025.0% | 940 | 0.0% | 0.01% | +9.1% | |
| WSM | Williams Sonoma Inc | $12,531 | +104325.0% | 103 | 0.0% | 0.01% | +9.1% | |
| CIM | Chimera Invt Corp REIT | $13,136 | +100946.2% | 2,329 | 0.0% | 0.01% | 0.0% | |
| Wolfspeed Inc | $13,120 | +93614.3% | 202 | 0.0% | 0.01% | -7.7% | ||
| MRTX | Mirati Therapeutics Inc | $12,901 | +80531.2% | 347 | 0.0% | 0.01% | -20.0% | |
| FMHI | New | First Trust Muni High Income ETF | $13,129 | – | 280 | +100.0% | 0.01% | – |
| MKSI | MKS Instrs Inc | $13,116 | +100792.3% | 148 | 0.0% | 0.01% | 0.0% | |
| FE | Firstenergy Corp | $13,580 | +96900.0% | 339 | 0.0% | 0.01% | -7.7% | |
| VO | Buy | Vanguard Mid-Cap Index Fund ETF | $12,233 | +111109.1% | 58 | +9.4% | 0.01% | +10.0% |
| MORN | Morningstar Inc Com | $11,573 | +96341.7% | 57 | 0.0% | 0.01% | 0.0% | |
| NTAP | NetApp Inc | $11,812 | +107281.8% | 185 | 0.0% | 0.01% | +10.0% | |
| HBAN | Huntington Bancshares Inc | $11,827 | +78746.7% | 1,056 | 0.0% | 0.01% | -21.4% | |
| HIW | Highwoods Pptys Inc | $11,502 | +82057.1% | 496 | 0.0% | 0.01% | -15.4% | |
| OPI | Office Pptys Income Tr Com | $12,091 | +92907.7% | 983 | 0.0% | 0.01% | -8.3% | |
| Healthcare Rlty Tr | $12,081 | +100575.0% | 625 | 0.0% | 0.01% | 0.0% | ||
| GNTY | New | Guaranty Bancshares Inc | $12,374 | – | 444 | +100.0% | 0.01% | – |
| PRU | Prudential Financial Inc | $12,411 | +82640.0% | 150 | 0.0% | 0.01% | -21.4% | |
| QTWO | Q2 Hldgs Inc | $11,891 | +91369.2% | 483 | 0.0% | 0.01% | -8.3% | |
| FITB | Fifth Third Bancorp Com | $11,881 | +79106.7% | 446 | 0.0% | 0.01% | -21.4% | |
| EQH | Equitable Holdings Inc | $12,314 | +87857.1% | 485 | 0.0% | 0.01% | -15.4% | |
| EQT | EQT Corp Com | $11,902 | +91453.8% | 373 | 0.0% | 0.01% | -8.3% | |
| DEI | New | Douglas Emmett Inc | $11,800 | – | 957 | +100.0% | 0.01% | – |
| Digitalbridge Group Inc | $11,582 | +105190.9% | 966 | 0.0% | 0.01% | +10.0% | ||
| STWD | Starwood Properties Tr Inc Com | $11,605 | +96608.3% | 656 | 0.0% | 0.01% | 0.0% | |
| SYF | Synchrony Financial | $11,545 | +88707.7% | 397 | 0.0% | 0.01% | -8.3% | |
| TFSL | TFS Financial Corp Com | $12,188 | +86957.1% | 965 | 0.0% | 0.01% | -15.4% | |
| TDOC | Teladoc Health Inc | $12,225 | +111036.4% | 472 | 0.0% | 0.01% | +10.0% | |
| CUZ | Cousins Pptys Inc Com New | $11,780 | +84042.9% | 551 | 0.0% | 0.01% | -15.4% | |
| CBRE | CBRE Group Inc Cl A | $12,305 | +94553.8% | 169 | 0.0% | 0.01% | -8.3% | |
| BFA | Brown Forman Corp Cl A | $12,060 | +100400.0% | 185 | 0.0% | 0.01% | 0.0% | |
| Warby Parker Inc | $11,914 | +79326.7% | 1,125 | 0.0% | 0.01% | -21.4% | ||
| WBS | Webster Financial Corp. | $11,787 | +84092.9% | 299 | 0.0% | 0.01% | -15.4% | |
| TECH | Bio-Techne Corp | $12,167 | +86807.1% | 164 | 0.0% | 0.01% | -15.4% | |
| WU | The Western Union Co | $11,429 | +81535.7% | 1,025 | 0.0% | 0.01% | -15.4% | |
| WHR | Whirlpool Corp | $11,618 | +96716.7% | 88 | 0.0% | 0.01% | 0.0% | |
| WMB | Williams Cos Inc | $12,272 | +87557.1% | 411 | 0.0% | 0.01% | -15.4% | |
| AIRC | Apartment Income Reit Corp | $12,175 | +101358.3% | 340 | 0.0% | 0.01% | 0.0% | |
| CLVT | Clarivate PLC Ord Shs | $12,207 | +110872.7% | 1,300 | 0.0% | 0.01% | +10.0% | |
| HELE | Helen of Troy Ltd ADR | $11,611 | +82835.7% | 122 | 0.0% | 0.01% | -15.4% | |
| LDOS | Leidos Holdings Inc | $12,336 | +88014.3% | 134 | 0.0% | 0.01% | -15.4% | |
| CFR | Cullen Frost Bankers Inc | $11,377 | +81164.3% | 108 | 0.0% | 0.01% | -23.1% | |
| CBSH | Commerce Bancshares Inc | $10,795 | +82938.5% | 185 | 0.0% | 0.01% | -16.7% | |
| FVCB | New | FVCbank Corp Inc Com | $10,778 | – | 1,012 | +100.0% | 0.01% | – |
| LOB | Live Oak Bancshares Inc Com | $10,552 | +81069.2% | 433 | 0.0% | 0.01% | -16.7% | |
| New | Amerco | $10,733 | – | 207 | +100.0% | 0.01% | – | |
| AEVA | Aeva Technologies Inc Com | $10,345 | +86108.3% | 8,693 | 0.0% | 0.01% | -9.1% | |
| CF | CF Industries Holding Inc | $10,946 | +84100.0% | 151 | 0.0% | 0.01% | -16.7% | |
| RF | Regions Financial Corp New Com | $11,117 | +85415.4% | 599 | 0.0% | 0.01% | -16.7% | |
| CHKP | New | Check Point Software Tech Ltd | $10,790 | – | 83 | +100.0% | 0.01% | – |
| EWBC | East West Bancorp, Inc. | $10,767 | +82723.1% | 194 | 0.0% | 0.01% | -16.7% | |
| VBK | New | Vanguard Index Fds Small Cap Growth ETF | $11,037 | – | 51 | +100.0% | 0.01% | – |
| HBI | Hanesbrands Inc | $11,193 | +79850.0% | 2,128 | 0.0% | 0.01% | -23.1% | |
| GH | New | Guardant Health Inc | $10,384 | – | 443 | +100.0% | 0.01% | – |
| WD | Walker & Dunlop Inc Com | $10,892 | +98918.2% | 143 | 0.0% | 0.01% | 0.0% | |
| SFST | New | Southern First Bancshares | $10,530 | – | 343 | +100.0% | 0.01% | – |
| VLY | Valley Natl Bancorp | $11,153 | +79564.3% | 1,207 | 0.0% | 0.01% | -23.1% | |
| UNIT | New | Uniti Group Inc Com | $9,684 | – | 2,728 | +100.0% | 0.01% | – |
| WKHS | Workhorse Group Inc Com New | $9,371 | +85090.9% | 7,046 | 0.0% | 0.01% | -10.0% | |
| VTV | Vanguard Value Index Fund ETF | $9,944 | +99340.0% | 72 | 0.0% | 0.01% | 0.0% | |
| BXMT | Blackstone Mtg Tr Inc Com Cl A | $9,657 | +87690.9% | 541 | 0.0% | 0.01% | -10.0% | |
| O | New | Realty Income Corp. REIT | $9,181 | – | 145 | +100.0% | 0.01% | – |
| EQR | New | Equity Residential PPT | $8,820 | – | 147 | +100.0% | 0.01% | – |
| VEA | Vanguard FTSE Developed Markets ETF | $8,447 | +105487.5% | 187 | 0.0% | 0.01% | 0.0% | |
| COLB | Columbia Bkg Sys Inc | $8,225 | +68441.7% | 384 | 0.0% | 0.01% | -27.3% | |
| CUBI | Customers Bancorp Inc | $8,667 | +66569.2% | 468 | 0.0% | 0.01% | -33.3% | |
| KTB | Buy | Kontoor Brands Inc Com | $8,033 | – | 166 | +1409.1% | 0.01% | – |
| FFWM | First Fndtn Inc Com | $7,152 | +50985.7% | 960 | 0.0% | 0.01% | -46.2% | |
| VFC | Sell | VF Corporation | $7,904 | +13296.6% | 345 | -84.0% | 0.01% | -87.5% |
| DTM | DT Midstream Inc. | $7,949 | +88222.2% | 161 | 0.0% | 0.01% | -22.2% | |
| XPO | XPO Logistics Inc | $8,007 | +99987.5% | 251 | 0.0% | 0.01% | -12.5% | |
| Sell | Embecta Corp | $7,086 | +78633.3% | 252 | -25.4% | 0.01% | -22.2% | |
| EMR | Emerson Electric Co | $6,361 | +90771.4% | 73 | 0.0% | 0.01% | -14.3% | |
| EFV | iShares MSCI EAFE Value ETF | $6,552 | +109100.0% | 135 | 0.0% | 0.01% | 0.0% | |
| VUG | Vanguard Growth Index Fund ETF | $6,735 | +112150.0% | 27 | 0.0% | 0.01% | 0.0% | |
| PACW | Pacwest Bancorp Del Com | $5,215 | +43358.3% | 536 | 0.0% | 0.01% | -54.5% | |
| New | First Trust CBOE Vest Buffered ETF | $4,718 | – | 249 | +100.0% | 0.00% | – | |
| FVD | New | First Trust Value Line Dividend ETF | $4,297 | – | 107 | +100.0% | 0.00% | – |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $3,868 | +96600.0% | 65 | 0.0% | 0.00% | 0.0% | |
| DLN | WisdomTree US Large Cap Dividend ETF | $2,722 | +90633.3% | 44 | 0.0% | 0.00% | 0.0% | |
| IHDG | New | Wisdomtree Intnl Holdings Quality Dividend ET | $3,548 | – | 90 | +100.0% | 0.00% | – |
| VMEO | Vimeo Inc | $3,137 | +104466.7% | 819 | 0.0% | 0.00% | 0.0% | |
| VGT | Vanguard Information Technology ETF | $3,084 | +102700.0% | 8 | 0.0% | 0.00% | 0.0% | |
| RDVY | New | First Trust Rising Dividend ETF | $3,320 | – | 74 | +100.0% | 0.00% | – |
| DON | New | WisdomTree MidCap Dividend ETF | $3,360 | – | 82 | +100.0% | 0.00% | – |
| ADNT | Adient PLC | $1,638 | +163700.0% | 40 | 0.0% | 0.00% | +100.0% | |
| FRC | First Rep Bk San Francisco CA | $2,238 | +11090.0% | 160 | 0.0% | 0.00% | -89.5% | |
| UHAL | Amerco | $1,372 | +137100.0% | 23 | 0.0% | 0.00% | 0.0% | |
| VBR | New | Vanguard Index Funds Small Cap ETF | $1,111 | – | 7 | +100.0% | 0.00% | – |
| Enhabit Inc Com | $1,502 | +150100.0% | 108 | 0.0% | 0.00% | 0.0% | ||
| SIVB | Sell | SVB Finl Group Com | $117 | +98.3% | 129 | -49.4% | 0.00% | -100.0% |
| New | Orion Office REIT | $94 | – | 14 | +100.0% | 0.00% | – | |
| New | F&G Annuities & Life Inc | $417 | – | 23 | +100.0% | 0.00% | – | |
| Exit | Wework Inc Cl A | $0 | – | -7,237 | -100.0% | -0.01% | – | |
| NET | Exit | Cloudflare Inc Cl A | $0 | – | -221 | -100.0% | -0.01% | – |
| DDOG | Exit | Datadog Inc Cl A Com | $0 | – | -139 | -100.0% | -0.01% | – |
| PANW | Exit | Palo Alto Networks Inc | $0 | – | -72 | -100.0% | -0.01% | – |
| NVTA | Exit | Invitae Corp/sh Sh | $0 | – | -6,170 | -100.0% | -0.01% | – |
| WOOF | Exit | Petco Health & Wellness Co Inc | $0 | – | -1,133 | -100.0% | -0.01% | – |
| RNG | Exit | Ringcentral Inc Cl A | $0 | – | -320 | -100.0% | -0.01% | – |
| ESTC | Exit | Elastic N V Ord Shs | $0 | – | -223 | -100.0% | -0.01% | – |
| STAR | Exit | Istar Inc Com | $0 | – | -1,421 | -100.0% | -0.01% | – |
| LPRO | Exit | Open Lending Corp Cl A | $0 | – | -1,653 | -100.0% | -0.01% | – |
| KRC | Exit | Kilroy Realty Corp. | $0 | – | -301 | -100.0% | -0.01% | – |
| PETS | Exit | Petmed Express Inc Com | $0 | – | -704 | -100.0% | -0.01% | – |
| HPP | Exit | Hudson Pac Pptys Inc | $0 | – | -1,204 | -100.0% | -0.01% | – |
| U | Exit | Unity Software Inc | $0 | – | -413 | -100.0% | -0.01% | – |
| SI | Exit | Silvergate Cap Corp Cl A | $0 | – | -716 | -100.0% | -0.01% | – |
| BILL | Exit | Bill Com Hldgs Inc | $0 | – | -108 | -100.0% | -0.01% | – |
| BXP | Exit | Boston Properties | $0 | – | -172 | -100.0% | -0.01% | – |
| TYL | Exit | Tyler Technologies Inc | $0 | – | -38 | -100.0% | -0.01% | – |
| VNO | Exit | Vornado Rlty Tr | $0 | – | -575 | -100.0% | -0.01% | – |
| CRWD | Exit | Crowdstrike Hldgs Inc Cl A | $0 | – | -111 | -100.0% | -0.01% | – |
| CBU | Exit | Community Bk Sys Inc | $0 | – | -202 | -100.0% | -0.01% | – |
| COUP | Exit | Coupa Software Inc | $0 | – | -170 | -100.0% | -0.01% | – |
| FTNT | Exit | Fortinet Inc. | $0 | – | -265 | -100.0% | -0.01% | – |
| SIRI | Exit | Sirius XM Holdings Inc Com | $0 | – | -2,311 | -100.0% | -0.01% | – |
| RSG | Exit | Republic Svcs Inc | $0 | – | -103 | -100.0% | -0.01% | – |
| FHN | Exit | First Horizon Corporation | $0 | – | -532 | -100.0% | -0.01% | – |
| AR | Exit | Antero Resources Corp | $0 | – | -416 | -100.0% | -0.01% | – |
| DCT | Exit | Duck Creek Technologies Inc | $0 | – | -1,137 | -100.0% | -0.01% | – |
| SBNY | Exit | Signature Bk New York NY Com | $0 | – | -154 | -100.0% | -0.02% | – |
| EYE | Exit | National Vision Holdings Inc | $0 | – | -485 | -100.0% | -0.02% | – |
| AOSL | Exit | Alpha & Omega Semiconductor Lt | $0 | – | -721 | -100.0% | -0.02% | – |
| RPRX | Exit | Royalty Pharma PLC Cl A | $0 | – | -527 | -100.0% | -0.02% | – |
| AMT | Exit | American Tower Corp New Com | $0 | – | -103 | -100.0% | -0.02% | – |
| EA | Exit | Electronic Arts Inc | $0 | – | -274 | -100.0% | -0.03% | – |
| ONEM | Exit | 1life Healthcare Inc | $0 | – | -1,967 | -100.0% | -0.03% | – |
| TSN | Exit | Tyson Foods Inc | $0 | – | -759 | -100.0% | -0.04% | – |
| Exit | GlobalVet WCV Inc Certificate #7 - 850 shares | $0 | – | -1 | -100.0% | -0.04% | – | |
| Exit | GlobalVet WCV Inc Certificate #5 - 850 shares | $0 | – | -1 | -100.0% | -0.04% | – | |
| Exit | GlobalVet WCV Inc Certificate #6 -850 shares | $0 | – | -1 | -100.0% | -0.04% | – | |
| KDP | Exit | Keurig Dr Pepper Inc Com | $0 | – | -1,505 | -100.0% | -0.05% | – |
| MRVL | Exit | Marvell Technology Inc | $0 | – | -1,942 | -100.0% | -0.07% | – |
| ACN | Exit | Accenture PLC Ireland Class A ADR | $0 | – | -441 | -100.0% | -0.11% | – |
| AMAT | Exit | Applied Materials Inc. Com | $0 | – | -2,158 | -100.0% | -0.20% | – |
| LIN | Exit | Linde Plc ADR | $0 | – | -984 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 20 | Q3 2023 | 17.3% |
| Apple Inc | 20 | Q3 2023 | 7.8% |
| iShares Core US Aggregate Bond ETF | 20 | Q3 2023 | 9.5% |
| Vanguard Real Estate Index ETF | 20 | Q3 2023 | 4.8% |
| Microsoft Corp | 20 | Q3 2023 | 4.2% |
| Merck & Co Inc | 20 | Q3 2023 | 3.0% |
| Amazon.com Inc | 20 | Q3 2023 | 2.7% |
| iShares National Muni Bond ETF | 20 | Q3 2023 | 3.9% |
| JPMorgan Chase & Co | 20 | Q3 2023 | 2.7% |
| Intel Corp | 20 | Q3 2023 | 2.8% |
View Riverview Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-19 |
View Riverview Trust Co'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.