$96 Million is the total value of TILIA FIDUCIARY PARTNERS, INC.'s 93 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 83.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INCstock | $5,674,140 | -11.5% | 33,141 | +0.3% | 5.91% | +3.1% |
| MSFT | Buy | MICROSOFTstock | $3,633,521 | -3.5% | 11,508 | +4.1% | 3.78% | +12.5% |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $2,683,959 | +4.8% | 37,627 | +10.3% | 2.80% | +22.2% |
| GOOGL | Buy | GOOGLE INCstock | $2,588,280 | +11.5% | 19,779 | +2.0% | 2.70% | +29.9% |
| V | Buy | VISA INCstock | $2,160,575 | -0.0% | 9,393 | +3.2% | 2.25% | +16.5% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $2,082,510 | -15.8% | 20,078 | -12.6% | 2.17% | -1.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $2,023,544 | +6.9% | 5,777 | +4.1% | 2.11% | +24.6% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $1,955,625 | +2.5% | 17,897 | +4.7% | 2.04% | +19.5% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $1,886,497 | +8.2% | 8,277 | +4.3% | 1.96% | +26.1% |
| AMZN | Sell | AMAZON COM INC COMstock | $1,857,096 | -6.6% | 14,609 | -4.2% | 1.93% | +8.9% |
| TNET | Buy | TRINET GROUP INC COMstock | $1,803,227 | +30.8% | 15,481 | +6.7% | 1.88% | +52.6% |
| COST | Buy | COSTCO WHOLESALE CORPstock | $1,789,042 | +9.0% | 3,167 | +3.9% | 1.86% | +27.1% |
| LOW | Buy | LOWES COS INC COMstock | $1,755,358 | -3.6% | 8,446 | +4.7% | 1.83% | +12.4% |
| WMT | Buy | WALMART INC COMstock | $1,751,778 | +6.3% | 10,953 | +4.4% | 1.82% | +23.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $1,617,667 | -6.9% | 15,733 | +3.2% | 1.68% | +8.5% |
| SCHP | Sell | SCHWAB US TIPS ETFetf | $1,610,044 | -18.1% | 31,888 | -15.0% | 1.68% | -4.6% |
| BR | Buy | BROADRIDGE FIN SOLstock | $1,602,358 | +14.1% | 8,949 | +5.6% | 1.67% | +33.0% |
| LII | Buy | LENNOX INTL INC COMstock | $1,580,717 | +17.9% | 4,222 | +2.7% | 1.65% | +37.4% |
| UNP | Buy | UNION PAC CORP COMstock | $1,577,921 | +4.4% | 7,749 | +4.9% | 1.64% | +21.7% |
| Buy | CANADIAN PACIFIC KANSAS CITY COMstock | $1,575,929 | -2.2% | 21,179 | +6.2% | 1.64% | +14.0% | |
| FCN | Buy | FTI CONSULTING INC COMstock | $1,566,261 | -0.6% | 8,779 | +6.0% | 1.63% | +15.9% |
| RTX | Buy | RTX CORPORATION COMstock | $1,559,699 | -22.5% | 21,672 | +5.5% | 1.62% | -9.7% |
| SYK | Buy | STRYKER CORPORATION COMstock | $1,541,962 | -5.9% | 5,643 | +5.1% | 1.61% | +9.7% |
| UNH | Buy | UNITEDHEALTH GROUPstock | $1,526,151 | +12.3% | 3,027 | +7.1% | 1.59% | +30.9% |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $1,492,259 | +11.0% | 7,592 | +3.7% | 1.55% | +29.4% |
| HCA | Buy | HCA INCstock | $1,460,291 | -15.2% | 5,937 | +4.7% | 1.52% | -1.1% |
| TSCO | Buy | TRACTOR SUPPLY COstock | $1,424,139 | -1.1% | 7,014 | +7.7% | 1.48% | +15.3% |
| IGSB | Sell | ISHARES 1-3 YR CREDIT BOND ETFetf | $1,421,931 | -5.8% | 28,536 | -5.2% | 1.48% | +9.8% |
| QCOM | Buy | QUALCOMM INCstock | $1,380,196 | +0.9% | 12,427 | +8.2% | 1.44% | +17.7% |
| INTU | Buy | INTUIT COMstock | $1,337,469 | +20.5% | 2,618 | +8.1% | 1.39% | +40.6% |
| FB | Sell | META PLATFORMS INC CL Astock | $1,263,584 | -7.3% | 4,209 | -11.4% | 1.32% | +8.1% |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $1,241,635 | +4.2% | 16,342 | +8.4% | 1.29% | +21.4% |
| CRL | Buy | CHARLES RIV LABS INTL INC COMstock | $1,233,694 | +2.0% | 6,295 | +9.5% | 1.28% | +19.0% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,229,244 | -0.1% | 8,476 | +0.2% | 1.28% | +16.5% |
| NTR | Buy | NUTRIEN LTD COMstock | $1,226,492 | +14.3% | 19,859 | +9.3% | 1.28% | +33.3% |
| LYV | Buy | LIVE NATION ENTERTAINMENT INC COMstock | $1,201,755 | -3.1% | 14,472 | +6.3% | 1.25% | +12.9% |
| PANW | Buy | PALO ALTO NETWORKS INC COMstock | $1,114,762 | -2.0% | 4,755 | +6.8% | 1.16% | +14.2% |
| WSM | Buy | WILLIAMS SONOMA INCstock | $1,112,913 | +41.3% | 7,162 | +13.8% | 1.16% | +64.6% |
| TYL | Buy | TYLER TECHNOLOGIES INC COMstock | $1,107,450 | -1.5% | 2,868 | +6.2% | 1.15% | +14.8% |
| PTC | Buy | PTC INC COMstock | $1,084,702 | +7.7% | 7,656 | +8.2% | 1.13% | +25.4% |
| DOV | Buy | DOVER CORP COMstock | $1,065,211 | +15.7% | 7,635 | +22.4% | 1.11% | +34.8% |
| RSP | Sell | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTetf | $1,021,110 | -10.3% | 7,207 | -5.2% | 1.06% | +4.6% |
| LECO | LINCOLN ELEC HLDGS INCstock | $1,002,572 | -8.5% | 5,515 | 0.0% | 1.04% | +6.6% | |
| VTIP | Sell | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $957,365 | -15.0% | 20,249 | -14.8% | 1.00% | -0.9% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $931,905 | -4.2% | 9,879 | +1.2% | 0.97% | +11.6% |
| TROW | Buy | T ROWE PRICE GROUP INCstock | $876,223 | +2.4% | 8,355 | +9.4% | 0.91% | +19.2% |
| SHW | Sell | SHERWIN WILLIAMS CO COMstock | $872,306 | -11.0% | 3,420 | -7.3% | 0.91% | +3.8% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $868,760 | +10.7% | 6,589 | +1.6% | 0.90% | +29.1% |
| BOOT | Buy | BOOT BARN HLDGS INC COMstock | $781,941 | -0.5% | 9,631 | +3.8% | 0.81% | +16.0% |
| LMT | Buy | LOCKHEED MARTIN CORPstock | $727,992 | +0.5% | 1,780 | +13.2% | 0.76% | +17.2% |
| MA | Sell | MASTERCARD INCstock | $725,047 | -1.5% | 1,831 | -2.1% | 0.76% | +14.9% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $698,428 | +15.4% | 1,793 | +15.5% | 0.73% | +34.4% |
| LLY | Sell | ELI LILLY & CO COMstock | $663,180 | +12.8% | 1,235 | -1.5% | 0.69% | +31.6% |
| MCD | Buy | MCDONALDS CORP COMstock | $661,140 | -6.8% | 2,510 | +5.6% | 0.69% | +8.7% |
| HD | Buy | HOME DEPOTstock | $653,348 | -1.8% | 2,162 | +1.0% | 0.68% | +14.5% |
| PEP | Buy | PEPSICO INC COMstock | $607,730 | -4.2% | 3,587 | +4.7% | 0.63% | +11.6% |
| SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $577,233 | -3.1% | 11,408 | +0.3% | 0.60% | +13.0% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $548,624 | +37.1% | 2,483 | +33.5% | 0.57% | +59.9% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $537,955 | +6.3% | 4,575 | -3.1% | 0.56% | +23.9% |
| VPU | Sell | VANGUARD UTILITIESetf | $536,641 | -20.1% | 4,208 | -10.9% | 0.56% | -6.8% |
| VCSH | Sell | VANGUARD SHORT TERM CORP BOND FD ETFetf | $533,603 | -2.6% | 7,101 | -1.9% | 0.56% | +13.7% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $521,375 | -3.4% | 3,348 | +2.7% | 0.54% | +12.7% |
| IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $447,580 | -5.7% | 1,795 | -1.1% | 0.47% | +9.9% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $445,698 | +18.4% | 10,178 | +24.0% | 0.46% | +38.1% |
| SPGI | Sell | S&P GLOBAL INC COMstock | $435,221 | -9.0% | 1,191 | -0.1% | 0.45% | +6.1% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $410,507 | -3.2% | 1,045 | +0.3% | 0.43% | +12.7% |
| ABBV | ABBVIE INC COMstock | $397,783 | +10.6% | 2,669 | 0.0% | 0.41% | +29.0% | |
| AXON | Sell | AXON ENTERPRISE INC COMstock | $395,393 | -15.1% | 1,987 | -16.8% | 0.41% | -1.0% |
| HON | Sell | HONEYWELL INTL INCstock | $376,939 | -14.2% | 2,040 | -3.6% | 0.39% | 0.0% |
| QQQE | Sell | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $375,016 | -5.6% | 5,016 | -2.8% | 0.39% | +9.9% |
| SCHM | Buy | SCHWAB US MID-CAP ETFetf | $355,436 | -4.6% | 5,252 | +0.1% | 0.37% | +11.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $343,014 | +0.8% | 1,489 | +9.4% | 0.36% | +17.4% |
| AMGN | Buy | AMGEN INCstock | $337,178 | +31.8% | 1,255 | +8.9% | 0.35% | +53.3% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $335,515 | -5.8% | 1,184 | -0.4% | 0.35% | +9.7% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $327,401 | +7.7% | 1,942 | +0.5% | 0.34% | +25.4% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $326,266 | -18.1% | 2,324 | -14.2% | 0.34% | -4.5% |
| CB | Buy | CHUBB LIMITED COMstock | $324,419 | +26.0% | 1,558 | +16.5% | 0.34% | +47.0% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $323,231 | +4.9% | 2,216 | +9.2% | 0.34% | +22.5% |
| TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $314,713 | +4.7% | 1,551 | -1.3% | 0.33% | +21.9% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $312,839 | -3.3% | 2,052 | +10.0% | 0.33% | +12.8% |
| PSN | New | PARSONS CORP DEL COMstock | $312,567 | – | 5,751 | +100.0% | 0.32% | – |
| NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $309,784 | -3.9% | 704 | -0.4% | 0.32% | +12.2% |
| ABT | Sell | ABBOTT LABS COMstock | $299,392 | -11.8% | 3,091 | -0.7% | 0.31% | +3.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $293,577 | +9.2% | 1,220 | -0.2% | 0.31% | +27.5% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $292,982 | +2037.9% | 6,022 | +2122.1% | 0.30% | +2441.7% |
| QQQ | Sell | POWERSHARES QQQ TRetf | $243,819 | -4.1% | 681 | -1.0% | 0.25% | +11.9% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $239,746 | -20.1% | 2,716 | -18.8% | 0.25% | -6.7% |
| NSC | Sell | NORFOLK SOUTHERN CRPstock | $240,030 | -16.7% | 1,219 | -4.0% | 0.25% | -2.7% |
| SBUX | Buy | STARBUCKS CORPstock | $239,515 | +0.9% | 2,624 | +9.5% | 0.25% | +17.5% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $232,216 | +1.1% | 534 | -1.7% | 0.24% | +18.0% |
| FDS | FACTSET RESEARCH SYS INCstock | $223,440 | +9.1% | 511 | 0.0% | 0.23% | +27.3% | |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $214,588 | -2.3% | 1,381 | +2.1% | 0.22% | +13.8% |
| CAT | Sell | CATERPILLAR INC COMstock | $207,038 | +6.6% | 758 | -3.9% | 0.22% | +24.9% |
| Exit | BRILLIANT EARTH GROUP INC CL A COMstock | $0 | – | -120 | -100.0% | 0.00% | – | |
| Exit | LUCID GROUP INC COMstock | $0 | – | -25 | -100.0% | 0.00% | – | |
| LVS | Exit | LAS VEGAS SANDS CORP COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| SCHR | Exit | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $0 | – | -4 | -100.0% | 0.00% | – |
| Exit | KYNDRYL HLDGS INC COMMON STOCKstock | $0 | – | -7 | -100.0% | 0.00% | – | |
| PRLB | Exit | PROTO LABS INC COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
| CREXW | Exit | CREATIVE REALITIES INC WT EXP 111923stock | $0 | – | -100 | -100.0% | 0.00% | – |
| UA | Exit | UNDER ARMOUR INC CL Cstock | $0 | – | -12 | -100.0% | 0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP COMstock | $0 | – | -819 | -100.0% | 0.00% | – |
| PENN | Exit | PENN ENTERTAINMENT INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| CDLX | Exit | CARDLYTICS INC COMstock | $0 | – | -18 | -100.0% | 0.00% | – |
| Exit | ZIMVIE INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – | |
| ASXC | Exit | ASENSUS SURGICAL INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
| YETI | Exit | YETI HLDGS INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
| FUBO | Exit | FUBOTV INC COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
| MAPS | Exit | WM TECHNOLOGY INC COMstock | $0 | – | -75 | -100.0% | 0.00% | – |
| VTRS | Exit | VIATRIS INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| GOEDWS | Exit | POLISHED COM INC WT EXP 060226stock | $0 | – | -7,650 | -100.0% | 0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| STLA | Exit | STELLANTIS N.V SHSstock | $0 | – | -3 | -100.0% | 0.00% | – |
| CNC | Exit | CENTENE CORP DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TLRY | Exit | TILRAY BRANDS INC COMstock | $0 | – | -95 | -100.0% | 0.00% | – |
| Exit | PALATIN TECHNOLOGIES INC COM NEWstock | $0 | – | -72 | -100.0% | 0.00% | – | |
| BHF | Exit | BRIGHTHOUSE FINL INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| SDY | Exit | SPDR SER TR S&P DIVID ETFetf | $0 | – | -2 | -100.0% | 0.00% | – |
| VMEO | Exit | VIMEO INC COMMON STOCKstock | $0 | – | -244 | -100.0% | -0.00% | – |
| Exit | EMBECTA CORP COMMON STOCKstock | $0 | – | -27 | -100.0% | -0.00% | – | |
| AGIO | Exit | AGIOS PHARMACEUTICALS INC COMstock | $0 | – | -38 | -100.0% | -0.00% | – |
| Exit | ROYAL DUTCH SHELL PLC-ADRadr | $0 | – | -15 | -100.0% | -0.00% | – | |
| SIFY | Exit | SIFY TECHNOLOGIES LTD SPONSORED ADSadr | $0 | – | -600 | -100.0% | -0.00% | – |
| Exit | OWLET INC COM CL Astock | $0 | – | -1,850 | -100.0% | -0.00% | – | |
| DHT | Exit | DHT HOLDINGS INC SHS NEWstock | $0 | – | -70 | -100.0% | -0.00% | – |
| HUBS | Exit | HUBSPOT INC COMstock | $0 | – | -2 | -100.0% | -0.00% | – |
| SPGM | Exit | SPDR INDEX SHARES FUNDS SPDR MSCI ACWIIMI ETFetf | $0 | – | -20 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC COMMON STOCKstock | $0 | – | -44 | -100.0% | -0.00% | – |
| OUT | Exit | OUTFRONT MEDIA INC COMreit | $0 | – | -40 | -100.0% | -0.00% | – |
| SAM | Exit | BOSTON BEER INC CL Astock | $0 | – | -5 | -100.0% | -0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC CL A COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| TWLO | Exit | TWILIO INC CL Astock | $0 | – | -17 | -100.0% | -0.00% | – |
| MTB | Exit | M & T BK CORP COMstock | $0 | – | -5 | -100.0% | -0.00% | – |
| IAU | Exit | ISHARES GOLD TRUST ETFetf | $0 | – | -42 | -100.0% | -0.00% | – |
| Exit | GSK PLC SPONSORED ADRadr | $0 | – | -36 | -100.0% | -0.00% | – | |
| SCHH | Exit | SCHWAB U.S. REIT ETFetf | $0 | – | -56 | -100.0% | -0.00% | – |
| STAA | Exit | STAAR SURGICAL CO COM PAR $0.01stock | $0 | – | -22 | -100.0% | -0.00% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AG NAMEN AKTstock | $0 | – | -42 | -100.0% | -0.00% | – |
| GOED | Exit | POLISHED COM INC COMstock | $0 | – | -5,000 | -100.0% | -0.00% | – |
| VLUE | Exit | ISHARES MSCI USA VALUE FACTOR ETFetf | $0 | – | -24 | -100.0% | -0.00% | – |
| IVLU | Exit | ISHARES MSCI INTL VALUE FACTOR ETFetf | $0 | – | -95 | -100.0% | -0.00% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP COMstock | $0 | – | -18 | -100.0% | -0.00% | – |
| SONO | Exit | SONOS INC COMstock | $0 | – | -166 | -100.0% | -0.00% | – |
| Exit | ATLASSIAN CORPORATION CL Astock | $0 | – | -11 | -100.0% | -0.00% | – | |
| TFC | Exit | TRUIST FINL CORP COMstock | $0 | – | -90 | -100.0% | -0.00% | – |
| CREX | Exit | CREATIVE REALITIES INC COMstock | $0 | – | -774 | -100.0% | -0.00% | – |
| ALC | Exit | ALCON AG ORD SHSstock | $0 | – | -33 | -100.0% | -0.00% | – |
| BFAM | Exit | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $0 | – | -24 | -100.0% | -0.00% | – |
| SNOW | Exit | SNOWFLAKE INC CL Astock | $0 | – | -11 | -100.0% | -0.00% | – |
| CHW | Exit | CALAMOS GLOBAL DYNAMIC INCOME FDcef | $0 | – | -600 | -100.0% | -0.00% | – |
| TM | Exit | TOYOTA MOTOR CORP ADSadr | $0 | – | -22 | -100.0% | -0.00% | – |
| BIL | Exit | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $0 | – | -42 | -100.0% | -0.00% | – |
| LWLG | Exit | LIGHTWAVE LOGIC INC COMstock | $0 | – | -487 | -100.0% | -0.00% | – |
| IYG | Exit | ISHARES US FINANCIAL SERVICES ETFetf | $0 | – | -24 | -100.0% | -0.00% | – |
| Exit | ROUNDHILL CANNABIS ETFetf | $0 | – | -150 | -100.0% | -0.00% | – | |
| PFGC | Exit | PERFORMANCE FOOD GROUP CO COMstock | $0 | – | -60 | -100.0% | -0.00% | – |
| ILMN | Exit | ILLUMINA INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
| EAGG | Exit | ISHARES ESG AWARE US AGGREGATE BOND ETFetf | $0 | – | -81 | -100.0% | -0.00% | – |
| QS | Exit | QUANTUMSCAPE CORP COM CL Astock | $0 | – | -358 | -100.0% | -0.00% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $0 | – | -41 | -100.0% | -0.00% | – | |
| BP | Exit | BP PLC SPONSORED ADRadr | $0 | – | -87 | -100.0% | -0.00% | – |
| Exit | COHERENT CORP COMstock | $0 | – | -73 | -100.0% | -0.00% | – | |
| XLB | Exit | MATERIALS SELECT SECTOR SPDRetf | $0 | – | -39 | -100.0% | -0.00% | – |
| AMC | Exit | AMC ENTMT HLDGS INC CL A COMstock | $0 | – | -840 | -100.0% | -0.00% | – |
| FUN | Exit | CEDAR FAIR L P DEPOSITRY UNITstock | $0 | – | -88 | -100.0% | -0.00% | – |
| CQP | Exit | CHENIERE ENERGY PARTNERS LP COM UNITstock | $0 | – | -72 | -100.0% | -0.00% | – |
| IJS | Exit | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $0 | – | -36 | -100.0% | -0.00% | – |
| ROST | Exit | ROSS STORES INCstock | $0 | – | -39 | -100.0% | -0.00% | – |
| IXJ | Exit | ISHARES GLOBAL HEALTHCARE ETFetf | $0 | – | -49 | -100.0% | -0.00% | – |
| IBM | Exit | INTL BUSINESS MACHINESstock | $0 | – | -36 | -100.0% | -0.00% | – |
| FORM | Exit | FORMFACTOR INC COMstock | $0 | – | -138 | -100.0% | -0.00% | – |
| SCL | Exit | STEPAN CO COMstock | $0 | – | -49 | -100.0% | -0.00% | – |
| SPSB | Exit | SPDR BARCLAYS CAPITAL SHORT TERM CORP BDetf | $0 | – | -156 | -100.0% | -0.00% | – |
| SCHN | Exit | SCHNITZER STEEL INDS INC CL Astock | $0 | – | -157 | -100.0% | -0.00% | – |
| XSD | Exit | SPDR SER TR S&P SEMICONDUCTOR ETFetf | $0 | – | -23 | -100.0% | -0.00% | – |
| CRUS | Exit | CIRRUS LOGIC INC COMstock | $0 | – | -49 | -100.0% | -0.00% | – |
| APTV | Exit | DELPHI AUTOMOTIVE PLC COMstock | $0 | – | -40 | -100.0% | -0.00% | – |
| ICLR | Exit | ICON PLC SHSstock | $0 | – | -16 | -100.0% | -0.00% | – |
| EXAS | Exit | EXACT SCIENCES CORP COMstock | $0 | – | -48 | -100.0% | -0.00% | – |
| ALNY | Exit | ALNYLAM PHARMACEUTICALS INC COMstock | $0 | – | -21 | -100.0% | -0.00% | – |
| GLD | Exit | SPDR GOLD ETFetf | $0 | – | -28 | -100.0% | -0.00% | – |
| IXC | Exit | ISHARES GLOBAL ENERGY ETFetf | $0 | – | -110 | -100.0% | -0.00% | – |
| JXI | Exit | ISHARES GLOBAL UTILITIES ETFetf | $0 | – | -69 | -100.0% | -0.00% | – |
| ITOT | Exit | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $0 | – | -51 | -100.0% | -0.00% | – |
| FIDU | Exit | FIDELITY MSCI INDUSTRIAL INDEX ETFetf | $0 | – | -84 | -100.0% | -0.00% | – |
| LNG | Exit | CHENIERE ENERGY INC COM NEWstock | $0 | – | -26 | -100.0% | -0.00% | – |
| FNDA | Exit | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $0 | – | -95 | -100.0% | -0.00% | – |
| K | Exit | KELLOGG CO COMstock | $0 | – | -68 | -100.0% | -0.00% | – |
| MDB | Exit | MONGODB INC CL Astock | $0 | – | -10 | -100.0% | -0.00% | – |
| SPIB | Exit | SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETFetf | $0 | – | -154 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL COM NEWstock | $0 | – | -103 | -100.0% | -0.00% | – |
| TEL | Exit | TE CONNECTIVITY LTDstock | $0 | – | -35 | -100.0% | -0.00% | – |
| USRT | Exit | ISHARES CORE U.S. REIT ETFetf | $0 | – | -87 | -100.0% | -0.00% | – |
| CMC | Exit | COMMERCIAL METALS CO COMstock | $0 | – | -75 | -100.0% | -0.00% | – |
| SCI | Exit | SERVICE CORP INTL COMstock | $0 | – | -61 | -100.0% | -0.00% | – |
| IYK | Exit | ISHARES U.S. CONSUMER STAPLES ETFetf | $0 | – | -27 | -100.0% | -0.01% | – |
| SCHI | Exit | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $0 | – | -116 | -100.0% | -0.01% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE COM NEWreit | $0 | – | -182 | -100.0% | -0.01% | – |
| IEI | Exit | ISHARES 3-7 YR TREASURY BOND ETFetf | $0 | – | -45 | -100.0% | -0.01% | – |
| Exit | NET POWER INC COM CL Astock | $0 | – | -400 | -100.0% | -0.01% | – | |
| KXI | Exit | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $0 | – | -88 | -100.0% | -0.01% | – |
| TDY | Exit | TELEDYNE TECHNOLOGIES INCstock | $0 | – | -14 | -100.0% | -0.01% | – |
| SCCO | Exit | SOUTHERN PERU COPPER CORPstock | $0 | – | -75 | -100.0% | -0.01% | – |
| ROG | Exit | ROGERS CORP COMstock | $0 | – | -33 | -100.0% | -0.01% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC COMstock | $0 | – | -12 | -100.0% | -0.01% | – |
| ENB | Exit | ENBRIDGE INC COMstock | $0 | – | -160 | -100.0% | -0.01% | – |
| FNDE | Exit | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $0 | – | -203 | -100.0% | -0.01% | – |
| RBLX | Exit | ROBLOX CORP CL Astock | $0 | – | -125 | -100.0% | -0.01% | – |
| HAL | Exit | HALLIBURTON CO COMstock | $0 | – | -173 | -100.0% | -0.01% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC COMstock | $0 | – | -40 | -100.0% | -0.01% | – |
| Exit | RIVIAN AUTOMOTIVE INC COM CL Astock | $0 | – | -337 | -100.0% | -0.01% | – | |
| UBER | Exit | UBER TECHNOLOGIES INC COMstock | $0 | – | -155 | -100.0% | -0.01% | – |
| SLB | Exit | SCHLUMBERGER LTD COM STKstock | $0 | – | -139 | -100.0% | -0.01% | – |
| ABNB | Exit | AIRBNB INC COM CL Astock | $0 | – | -52 | -100.0% | -0.01% | – |
| PBA | Exit | PEMBINA PIPELINE CORPORATIONstock | $0 | – | -224 | -100.0% | -0.01% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC COMstock | $0 | – | -15 | -100.0% | -0.01% | – |
| NOBL | Exit | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $0 | – | -67 | -100.0% | -0.01% | – |
| VNQ | Exit | VANGUARD REIT INDEX ETFetf | $0 | – | -78 | -100.0% | -0.01% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW COMstock | $0 | – | -50 | -100.0% | -0.01% | – |
| BIV | Exit | VANGUARD INTERMEDIATE-TERM BONDetf | $0 | – | -85 | -100.0% | -0.01% | – |
| VOT | Exit | VANGUARD MID-CAP GROWTH ETFetf | $0 | – | -32 | -100.0% | -0.01% | – |
| WOR | Exit | WORTHINGTON INDS INC COMstock | $0 | – | -101 | -100.0% | -0.01% | – |
| GSLC | Exit | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $0 | – | -83 | -100.0% | -0.01% | – |
| AMSC | Exit | AMERICAN SUPERCONDUCTOR CORP SHS NEWstock | $0 | – | -1,100 | -100.0% | -0.01% | – |
| PSX | Exit | PHILLIPS 66stock | $0 | – | -72 | -100.0% | -0.01% | – |
| BETZ | Exit | ROUNDHILL SPORTS BETTING & IGAMING ETFetf | $0 | – | -387 | -100.0% | -0.01% | – |
| TMUS | Exit | T-MOBILE US INC COMstock | $0 | – | -50 | -100.0% | -0.01% | – |
| IVE | Exit | ISHARES S&P 500 VALUE ETFetf | $0 | – | -50 | -100.0% | -0.01% | – |
| IWM | Exit | ISHARES RUSSELL 2000 ETFetf | $0 | – | -40 | -100.0% | -0.01% | – |
| NFLX | Exit | NETFLIX INC COMstock | $0 | – | -18 | -100.0% | -0.01% | – |
| COG | Exit | CABOT OIL & GAS CP COMstock | $0 | – | -327 | -100.0% | -0.01% | – |
| PINS | Exit | PINTEREST INC CL Astock | $0 | – | -290 | -100.0% | -0.01% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP INC COMstock | $0 | – | -108 | -100.0% | -0.01% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INC CL Astock | $0 | – | -478 | -100.0% | -0.01% | – |
| FLRN | Exit | SPDRBARCLAYS INVESTMENT GRADEFLOATING RATE ETFetf | $0 | – | -259 | -100.0% | -0.01% | – |
| DOCU | Exit | DOCUSIGN INC COMstock | $0 | – | -145 | -100.0% | -0.01% | – |
| EXTR | Exit | EXTREME NETWORKS COMstock | $0 | – | -285 | -100.0% | -0.01% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE INC COMstock | $0 | – | -73 | -100.0% | -0.01% | – |
| EZM | Exit | WISDOMTREE MIDCAP EARNINGS ETFetf | $0 | – | -153 | -100.0% | -0.01% | – |
| STZ | Exit | CONSTELLATION BRANDS INC CL Astock | $0 | – | -32 | -100.0% | -0.01% | – |
| RLGT | Exit | RADIANT LOGISTICS INC COMstock | $0 | – | -1,300 | -100.0% | -0.01% | – |
| MTZ | Exit | MASTEC INC COMstock | $0 | – | -75 | -100.0% | -0.01% | – |
| AGG | Exit | ISHARES AGGREGATE BOND ETFetf | $0 | – | -86 | -100.0% | -0.01% | – |
| URI | Exit | UNITED RENTALS INC COMstock | $0 | – | -20 | -100.0% | -0.01% | – |
| TX | Exit | TERNIUM SA SPONSORED ADSadr | $0 | – | -237 | -100.0% | -0.01% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC COM NEWstock | $0 | – | -32 | -100.0% | -0.01% | – |
| CCI | Exit | CROWN CASTLE INC COMreit | $0 | – | -80 | -100.0% | -0.01% | – |
| SCHG | Exit | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $0 | – | -125 | -100.0% | -0.01% | – |
| MU | Exit | MICRON TECHNOLOGYstock | $0 | – | -164 | -100.0% | -0.01% | – |
| NTRS | Exit | NORTHERN TR CORP COMstock | $0 | – | -129 | -100.0% | -0.01% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC COMstock | $0 | – | -110 | -100.0% | -0.01% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO COMstock | $0 | – | -128 | -100.0% | -0.01% | – |
| PSCU | Exit | INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETFetf | $0 | – | -196 | -100.0% | -0.01% | – |
| ALK | Exit | ALASKA AIR GROUP INC COMstock | $0 | – | -182 | -100.0% | -0.01% | – |
| HUM | Exit | HUMANA INC COMstock | $0 | – | -26 | -100.0% | -0.01% | – |
| CPRI | Exit | CAPRI HOLDINGS LIMITED SHSstock | $0 | – | -300 | -100.0% | -0.01% | – |
| FR | Exit | FIRST INDL RLTY TR INC COMreit | $0 | – | -210 | -100.0% | -0.01% | – |
| XLC | Exit | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $0 | – | -166 | -100.0% | -0.01% | – |
| BAX | Exit | BAXTER INTL INC COMstock | $0 | – | -236 | -100.0% | -0.01% | – |
| CMCSA | Exit | COMCAST CORP NEW CL Astock | $0 | – | -270 | -100.0% | -0.01% | – |
| DEO | Exit | DIAGEO PLCadr | $0 | – | -65 | -100.0% | -0.01% | – |
| CBRL | Exit | CRACKER BARREL OLD CTRY STORE COMstock | $0 | – | -122 | -100.0% | -0.01% | – |
| XLP | Exit | CONSUMER STAPLES SELECT SECTOR SPDRetf | $0 | – | -156 | -100.0% | -0.01% | – |
| OSK | Exit | OSHKOSH TRUCK CORPstock | $0 | – | -125 | -100.0% | -0.01% | – |
| PSCI | Exit | INVESCO S&P SMALLCAP INDUSTRIALS ETFetf | $0 | – | -121 | -100.0% | -0.01% | – |
| DKS | Exit | DICKS SPORTING GOODS INCstock | $0 | – | -92 | -100.0% | -0.01% | – |
| F | Exit | FORD MOTOR COMPANYstock | $0 | – | -829 | -100.0% | -0.01% | – |
| PWB | Exit | POWERSHARES DYNAMICetf | $0 | – | -170 | -100.0% | -0.01% | – |
| IEF | Exit | ISHARES 7-10 YR TREASURY BOND ETFetf | $0 | – | -132 | -100.0% | -0.01% | – |
| PSCF | Exit | INVESCO S&P SMALLCAP FINANCIALS ETFetf | $0 | – | -294 | -100.0% | -0.01% | – |
| MOS | Exit | MOSAIC COstock | $0 | – | -364 | -100.0% | -0.01% | – |
| CNXC | Exit | CONCENTRIX CORP COMstock | $0 | – | -151 | -100.0% | -0.01% | – |
| XHB | Exit | SPDR S&P HOMEBUILDERS ETFetf | $0 | – | -160 | -100.0% | -0.01% | – |
| COIN | Exit | COINBASE GLOBAL INC COM CL Astock | $0 | – | -186 | -100.0% | -0.01% | – |
| DOX | Exit | AMDOCS LTD SHSstock | $0 | – | -139 | -100.0% | -0.01% | – |
| MRNA | Exit | MODERNA INC COMstock | $0 | – | -109 | -100.0% | -0.01% | – |
| IMCB | Exit | ISHARES TR MID CORE INDEX FDetf | $0 | – | -210 | -100.0% | -0.01% | – |
| SCHB | Exit | SCHWAB U.S. BROAD MARKET ETFetf | $0 | – | -258 | -100.0% | -0.01% | – |
| LOB | Exit | LIVE OAK BANCSHARES INC COMstock | $0 | – | -529 | -100.0% | -0.01% | – |
| APH | Exit | AMPHENOL CORP NEW CL Astock | $0 | – | -160 | -100.0% | -0.01% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC COMstock | $0 | – | -69 | -100.0% | -0.01% | – |
| UGI | Exit | UGI CORP NEW COMstock | $0 | – | -509 | -100.0% | -0.01% | – |
| VYM | Exit | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $0 | – | -130 | -100.0% | -0.01% | – |
| PEAK | Exit | HEALTH CARE PPTY INVS INCreit | $0 | – | -700 | -100.0% | -0.01% | – |
| D | Exit | DOMINION RESOURCES INCstock | $0 | – | -290 | -100.0% | -0.01% | – |
| RYN | Exit | RAYONIER INC REITreit | $0 | – | -450 | -100.0% | -0.01% | – |
| PKI | Exit | REVVITY INC COMstock | $0 | – | -123 | -100.0% | -0.01% | – |
| VUG | Exit | VANGUARD GROWTH ETFetf | $0 | – | -50 | -100.0% | -0.01% | – |
| Exit | GENERAL ELECTRIC CO COM NEWstock | $0 | – | -127 | -100.0% | -0.01% | – | |
| VCLT | Exit | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $0 | – | -180 | -100.0% | -0.01% | – |
| RMD | Exit | RESMED INCstock | $0 | – | -68 | -100.0% | -0.01% | – |
| BTZ | Exit | BLACKROCK CREDIT ALLOC INCOME TRUSTcef | $0 | – | -1,464 | -100.0% | -0.01% | – |
| COP | Exit | CONOCOPHILLIPS COMstock | $0 | – | -140 | -100.0% | -0.01% | – |
| IXN | Exit | ISHARES TRUST S&P GLOBAL INFO TECHNOLOGYetf | $0 | – | -244 | -100.0% | -0.01% | – |
| LQD | Exit | ISHARES IBOXX CORPORATE BOND ETFetf | $0 | – | -146 | -100.0% | -0.01% | – |
| SO | Exit | SOUTHERN CO COMstock | $0 | – | -224 | -100.0% | -0.01% | – |
| ZTS | Exit | ZOETIS INC CL Astock | $0 | – | -90 | -100.0% | -0.01% | – |
| SU | Exit | SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARstock | $0 | – | -545 | -100.0% | -0.01% | – |
| STX | Exit | SEAGATE TECHNOLOGYstock | $0 | – | -262 | -100.0% | -0.01% | – |
| PYPL | Exit | PAYPAL HLDGS INC COMstock | $0 | – | -230 | -100.0% | -0.01% | – |
| Exit | WARNER BROS DISCOVERY INC COM SER Astock | $0 | – | -1,219 | -100.0% | -0.01% | – | |
| RVNC | Exit | REVANCE THERAPEUTICS INC COMstock | $0 | – | -600 | -100.0% | -0.01% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP COMstock | $0 | – | -180 | -100.0% | -0.02% | – |
| AYI | Exit | ACUITY BRANDS INC COMstock | $0 | – | -105 | -100.0% | -0.02% | – |
| DD | Exit | DUPONT DE NEMOURS INC COMstock | $0 | – | -237 | -100.0% | -0.02% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED COMstock | $0 | – | -35 | -100.0% | -0.02% | – |
| AFG | Exit | AMERICAN FINL GROUP INC Ostock | $0 | – | -144 | -100.0% | -0.02% | – |
| BE | Exit | BLOOM ENERGY CORP COM CL Astock | $0 | – | -1,000 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES RUSSELL 1000 VALUE ETFetf | $0 | – | -116 | -100.0% | -0.02% | – |
| ED | Exit | CONSOLIDATED EDISON INC COMstock | $0 | – | -200 | -100.0% | -0.02% | – |
| TY | Exit | TRI CONTL CORP COMcef | $0 | – | -667 | -100.0% | -0.02% | – |
| AOS | Exit | AO SMITH CORP.stock | $0 | – | -250 | -100.0% | -0.02% | – |
| FFA | Exit | FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COMcef | $0 | – | -1,000 | -100.0% | -0.02% | – |
| AVY | Exit | AVERY DENNISON CORP COMstock | $0 | – | -105 | -100.0% | -0.02% | – |
| IWR | Exit | ISHARES RUSSELL MIDCAP ETFetf | $0 | – | -244 | -100.0% | -0.02% | – |
| EFAV | Exit | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $0 | – | -287 | -100.0% | -0.02% | – |
| AMED | Exit | AMEDISYS INC COMstock | $0 | – | -204 | -100.0% | -0.02% | – |
| BFA | Exit | BROWN FORMAN CORP CL Astock | $0 | – | -275 | -100.0% | -0.02% | – |
| NTRA | Exit | NATERA INC COMstock | $0 | – | -380 | -100.0% | -0.02% | – |
| Exit | RXO INC COMMON STOCKstock | $0 | – | -820 | -100.0% | -0.02% | – | |
| AVAV | Exit | AEROVIRONMENT INC COMstock | $0 | – | -189 | -100.0% | -0.02% | – |
| PLD | Exit | PROLOGIS INC. COMreit | $0 | – | -154 | -100.0% | -0.02% | – |
| MTCH | Exit | MATCH GROUP INC NEW COMstock | $0 | – | -455 | -100.0% | -0.02% | – |
| EOG | Exit | EOG RES INC COMstock | $0 | – | -170 | -100.0% | -0.02% | – |
| CMS | Exit | CMS ENERGY CORP COMstock | $0 | – | -335 | -100.0% | -0.02% | – |
| IUSG | Exit | ISHARES CORE S&P U.S. GROWTH ETFetf | $0 | – | -208 | -100.0% | -0.02% | – |
| XLI | Exit | INDUSTRIAL SELECT SECTOR SPDRetf | $0 | – | -187 | -100.0% | -0.02% | – |
| VFC | Exit | V F CORP COMstock | $0 | – | -1,050 | -100.0% | -0.02% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC COMstock | $0 | – | -109 | -100.0% | -0.02% | – |
| VOE | Exit | VANGUARD MID-CAP VALUE ETFetf | $0 | – | -144 | -100.0% | -0.02% | – |
| UTHR | Exit | UNITED THERAPEUTICS CORP DELstock | $0 | – | -90 | -100.0% | -0.02% | – |
| BRKR | Exit | BRUKER CORP COMstock | $0 | – | -272 | -100.0% | -0.02% | – |
| POR | Exit | PORTLAND GENERAL ELECTRIC COstock | $0 | – | -452 | -100.0% | -0.02% | – |
| VRSN | Exit | VERISIGN INC COMstock | $0 | – | -93 | -100.0% | -0.02% | – |
| ISRG | Exit | INTUITIVE SURGICAL, INC.stock | $0 | – | -65 | -100.0% | -0.02% | – |
| PKG | Exit | PACKAGING CORP OF AMERICAstock | $0 | – | -167 | -100.0% | -0.02% | – |
| GPN | Exit | GLOBAL PMTS INC COMstock | $0 | – | -224 | -100.0% | -0.02% | – |
| CPB | Exit | CAMPBELL SOUP CO COMstock | $0 | – | -483 | -100.0% | -0.02% | – |
| KR | Exit | KROGER CO COMstock | $0 | – | -494 | -100.0% | -0.02% | – |
| BX | Exit | BLACKSTONE INC COMstock | $0 | – | -250 | -100.0% | -0.02% | – |
| MUI | Exit | BLACKROCK MUNICIPAL INCOME COMcef | $0 | – | -2,129 | -100.0% | -0.02% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC COMstock | $0 | – | -392 | -100.0% | -0.02% | – |
| SPEM | Exit | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $0 | – | -717 | -100.0% | -0.02% | – |
| RJF | Exit | RAYMOND JAMES FINL INC COMstock | $0 | – | -235 | -100.0% | -0.02% | – |
| EVT | Exit | EATON VANCE TAX ADV DIV INCcef | $0 | – | -1,090 | -100.0% | -0.02% | – |
| TKR | Exit | TIMKEN CO COMstock | $0 | – | -268 | -100.0% | -0.02% | – |
| SKY | Exit | SKYLINE CHAMPION CORPORATION COMstock | $0 | – | -396 | -100.0% | -0.02% | – |
| ACM | Exit | AECOM COMstock | $0 | – | -300 | -100.0% | -0.02% | – |
| TEX | Exit | TEREX CORP NEW COMstock | $0 | – | -435 | -100.0% | -0.02% | – |
| AFL | Exit | AFLAC INC COMstock | $0 | – | -372 | -100.0% | -0.02% | – |
| CMI | Exit | CUMMINS INC COMstock | $0 | – | -104 | -100.0% | -0.02% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP COMstock | $0 | – | -139 | -100.0% | -0.02% | – |
| STLD | Exit | STEEL DYNAMICS INC COMstock | $0 | – | -250 | -100.0% | -0.02% | – |
| RFI | Exit | COHEN & STEERS TOTAL RETURN FUNDcef | $0 | – | -2,376 | -100.0% | -0.02% | – |
| BND | Exit | VANGUARD TOTAL BOND MARKET ETFetf | $0 | – | -363 | -100.0% | -0.02% | – |
| IWF | Exit | ISHARES RUSSELL 1000 GROWTH ETFetf | $0 | – | -102 | -100.0% | -0.02% | – |
| Exit | WOLFSPEED INC COMstock | $0 | – | -496 | -100.0% | -0.02% | – | |
| IEFA | Exit | ISHARES CORE MSCI EAFE ETFetf | $0 | – | -420 | -100.0% | -0.02% | – |
| DFS | Exit | DISCOVER FINL SVCS COMstock | $0 | – | -235 | -100.0% | -0.02% | – |
| BWXT | Exit | BWX TECHNOLOGIES INC COMstock | $0 | – | -400 | -100.0% | -0.03% | – |
| PII | Exit | POLARIS INDS INCstock | $0 | – | -252 | -100.0% | -0.03% | – |
| Exit | NCINO INC COMstock | $0 | – | -1,002 | -100.0% | -0.03% | – | |
| IDU | Exit | ISHARES U.S. UTILITIES ETFetf | $0 | – | -388 | -100.0% | -0.03% | – |
| VTWO | Exit | VANGUARD RUSSELL 2000 ETFetf | $0 | – | -419 | -100.0% | -0.03% | – |
| WEC | Exit | WEC ENERGY GROUP INC COMstock | $0 | – | -360 | -100.0% | -0.03% | – |
| WELL | Exit | HEALTH CARE REIT INCreit | $0 | – | -387 | -100.0% | -0.03% | – |
| MDT | Exit | MEDTRONIC PLC SHSstock | $0 | – | -362 | -100.0% | -0.03% | – |
| KMI | Exit | KINDER MORGAN INCstock | $0 | – | -1,906 | -100.0% | -0.03% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC COMstock | $0 | – | -387 | -100.0% | -0.03% | – |
| CSQ | Exit | CALAMOS STRATEGIC TOTAL RETURN FDcef | $0 | – | -2,380 | -100.0% | -0.03% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC COMstock | $0 | – | -184 | -100.0% | -0.03% | – |
| MO | Exit | ALTRIA GROUP INC COMstock | $0 | – | -761 | -100.0% | -0.03% | – |
| TXN | Exit | TEXAS INSTRS INC COMstock | $0 | – | -190 | -100.0% | -0.03% | – |
| TTD | Exit | THE TRADE DESK INC COM CL Astock | $0 | – | -450 | -100.0% | -0.03% | – |
| YUMC | Exit | YUM CHINA HLDGS INC COMstock | $0 | – | -634 | -100.0% | -0.03% | – |
| SPXX | Exit | NUVEEN S&P 500 DYNAMIC OVERWRI COMcef | $0 | – | -2,250 | -100.0% | -0.03% | – |
| PPG | Exit | PPG INDS INC COMstock | $0 | – | -254 | -100.0% | -0.03% | – |
| JBL | Exit | JABIL INC COMstock | $0 | – | -351 | -100.0% | -0.03% | – |
| GLW | Exit | CORNING INC COMstock | $0 | – | -1,107 | -100.0% | -0.04% | – |
| IYF | Exit | ISHARES DJ U.S. FINANCIAL SECTOR ETFetf | $0 | – | -532 | -100.0% | -0.04% | – |
| KLAC | Exit | KLA-TENCOR CORPstock | $0 | – | -80 | -100.0% | -0.04% | – |
| VGK | Exit | VANGUARD EUROPEANetf | $0 | – | -631 | -100.0% | -0.04% | – |
| NZF | Exit | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $0 | – | -3,500 | -100.0% | -0.04% | – |
| XLV | Exit | HEALTH CARE SELECT SECTOR SPDRetf | $0 | – | -305 | -100.0% | -0.04% | – |
| CORP | Exit | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETFetf | $0 | – | -427 | -100.0% | -0.04% | – |
| ATKR | Exit | ATKORE INC COMstock | $0 | – | -257 | -100.0% | -0.04% | – |
| MMM | Exit | 3M CO COMstock | $0 | – | -407 | -100.0% | -0.04% | – |
| SCHE | Exit | SCHWAB EMERGING MARKET EQ ETFetf | $0 | – | -1,688 | -100.0% | -0.04% | – |
| OXY | Exit | OCCIDENTAL PETE CORP COMstock | $0 | – | -700 | -100.0% | -0.04% | – |
| LH | Exit | LABORATORY CORP OF AMERICAstock | $0 | – | -173 | -100.0% | -0.04% | – |
| ASGI | Exit | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INTcef | $0 | – | -2,400 | -100.0% | -0.04% | – |
| GWW | Exit | GRAINGER W W INC COMstock | $0 | – | -54 | -100.0% | -0.04% | – |
| FDX | Exit | FEDEX CORPstock | $0 | – | -178 | -100.0% | -0.04% | – |
| WRK | Exit | WESTROCK CO COMstock | $0 | – | -1,485 | -100.0% | -0.04% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET ETFetf | $0 | – | -203 | -100.0% | -0.04% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC COMstock | $0 | – | -136 | -100.0% | -0.04% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC COMstock | $0 | – | -194 | -100.0% | -0.04% | – |
| PWR | Exit | QUANTA SVCS INC COMstock | $0 | – | -236 | -100.0% | -0.04% | – |
| XLK | Exit | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $0 | – | -270 | -100.0% | -0.04% | – |
| NJR | Exit | NEW JERSEY RES CORP COMstock | $0 | – | -986 | -100.0% | -0.04% | – |
| DPZ | Exit | DOMINOS PIZZA INC COMstock | $0 | – | -138 | -100.0% | -0.04% | – |
| BSV | Exit | VANGUARD SHORT TERM BONDetf | $0 | – | -638 | -100.0% | -0.04% | – |
| CHD | Exit | CHURCH & DWIGHT INCstock | $0 | – | -484 | -100.0% | -0.04% | – |
| XLF | Exit | FINANCIAL SELECT SECTOR SPDRetf | $0 | – | -1,426 | -100.0% | -0.04% | – |
| IWO | Exit | ISHARES RUSSELL 2000 GROWTH ETFetf | $0 | – | -200 | -100.0% | -0.04% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | -1,189 | -100.0% | -0.04% | – |
| XLY | Exit | CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf | $0 | – | -280 | -100.0% | -0.04% | – |
| SHY | Exit | ISHARES 1-3 YR TREASURY BOND ETFetf | $0 | – | -588 | -100.0% | -0.04% | – |
| MOH | Exit | MOLINA HEALTHCARE INC COMstock | $0 | – | -162 | -100.0% | -0.04% | – |
| VGSH | Exit | VANGUARD SHORT-TERM TREASURY ETFetf | $0 | – | -857 | -100.0% | -0.04% | – |
| CTVA | Exit | CORTEVA INC COMstock | $0 | – | -862 | -100.0% | -0.04% | – |
| ORCL | Exit | ORACLE CORPORATIONstock | $0 | – | -410 | -100.0% | -0.04% | – |
| BLK | Exit | BLACKROCK INCstock | $0 | – | -72 | -100.0% | -0.04% | – |
| GS | Exit | GOLDMAN SACHS GROUP INCstock | $0 | – | -155 | -100.0% | -0.04% | – |
| ETN | Exit | EATON CORP PLC SHSstock | $0 | – | -256 | -100.0% | -0.05% | – |
| XLE | Exit | ENERGY SELECT SECTOR SPDRetf | $0 | – | -641 | -100.0% | -0.05% | – |
| XPO | Exit | XPO INC COMstock | $0 | – | -876 | -100.0% | -0.05% | – |
| XYL | Exit | XYLEM INC COMstock | $0 | – | -456 | -100.0% | -0.05% | – |
| CME | Exit | CME GROUP INC COMstock | $0 | – | -277 | -100.0% | -0.05% | – |
| LIT | Exit | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $0 | – | -800 | -100.0% | -0.05% | – |
| AXP | Exit | AMERICAN EXPRESS CO COMstock | $0 | – | -300 | -100.0% | -0.05% | – |
| GGG | Exit | GRACO INC COMstock | $0 | – | -615 | -100.0% | -0.05% | – |
| PFF | Exit | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $0 | – | -1,693 | -100.0% | -0.05% | – |
| CVS | Exit | CVS HEALTH CORP COMstock | $0 | – | -766 | -100.0% | -0.05% | – |
| UNM | Exit | UNUM GROUP COMstock | $0 | – | -1,100 | -100.0% | -0.05% | – |
| KMB | Exit | KIMBERLY-CLARK CORP COMstock | $0 | – | -387 | -100.0% | -0.05% | – |
| Exit | GXO LOGISTICS INCORPORATED COMMON STOCKstock | $0 | – | -853 | -100.0% | -0.05% | – | |
| BRO | Exit | BROWN & BROWN INCstock | $0 | – | -796 | -100.0% | -0.05% | – |
| T | Exit | AT&T INC COMstock | $0 | – | -3,465 | -100.0% | -0.05% | – |
| USA | Exit | LIBERTY ALL STAR EQUITY FDcef | $0 | – | -8,466 | -100.0% | -0.05% | – |
| AN | Exit | AUTONATION INC COMstock | $0 | – | -331 | -100.0% | -0.05% | – |
| RSG | Exit | REPUBLIC SERVICES INCstock | $0 | – | -372 | -100.0% | -0.05% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCstock | $0 | – | -328 | -100.0% | -0.05% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO COMstock | $0 | – | -927 | -100.0% | -0.05% | – |
| DHR | Exit | DANAHER CORPORATION COMstock | $0 | – | -249 | -100.0% | -0.05% | – |
| DHI | Exit | D R HORTON INCstock | $0 | – | -486 | -100.0% | -0.05% | – |
| RYT | Exit | RYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETFetf | $0 | – | -204 | -100.0% | -0.05% | – |
| VEA | Exit | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | -1,336 | -100.0% | -0.06% | – |
| BDX | Exit | BECTON DICKINSON & CO COMstock | $0 | – | -236 | -100.0% | -0.06% | – |
| MDLZ | Exit | MONDELEZ INTL INC CL Astock | $0 | – | -866 | -100.0% | -0.06% | – |
| VLO | Exit | VALERO ENERGY CORPstock | $0 | – | -531 | -100.0% | -0.06% | – |
| SCHA | Exit | SCHWAB ETFS- US SMALL-CAP ETFetf | $0 | – | -1,429 | -100.0% | -0.06% | – |
| ETSY | Exit | ETSY INC COMstock | $0 | – | -757 | -100.0% | -0.06% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION COMstock | $0 | – | -1,283 | -100.0% | -0.06% | – |
| PGR | Exit | PROGRESSIVE CORP COMstock | $0 | – | -483 | -100.0% | -0.06% | – |
| TRMB | Exit | TRIMBLE INC COMstock | $0 | – | -1,254 | -100.0% | -0.06% | – |
| INTC | Exit | INTEL CORP COMstock | $0 | – | -1,961 | -100.0% | -0.06% | – |
| GPC | Exit | GENUINE PARTS CO COMstock | $0 | – | -398 | -100.0% | -0.06% | – |
| SJM | Exit | J M SMUCKER CO NEWstock | $0 | – | -454 | -100.0% | -0.06% | – |
| VT | Exit | VANGUARD TOTAL WORLD STOCK ETFetf | $0 | – | -691 | -100.0% | -0.06% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC COMstock | $0 | – | -130 | -100.0% | -0.06% | – |
| DG | Exit | DOLLAR GEN CORPstock | $0 | – | -400 | -100.0% | -0.06% | – |
| AMAT | Exit | APPLIED MATLS INC COMstock | $0 | – | -491 | -100.0% | -0.06% | – |
| MKC | Exit | MCCORMICK & CO INC COM NON VTGstock | $0 | – | -814 | -100.0% | -0.06% | – |
| HYS | Exit | PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FDetf | $0 | – | -783 | -100.0% | -0.06% | – |
| LRCX | Exit | LAM RESEARCH CORPstock | $0 | – | -113 | -100.0% | -0.06% | – |
| SCHD | Exit | SCHWAB US DIVIDEND EQUITY ETFetf | $0 | – | -999 | -100.0% | -0.06% | – |
| HDV | Exit | ISHARES TR HIGH DIVID EQUITY FDetf | $0 | – | -722 | -100.0% | -0.06% | – |
| TGT | Exit | TARGET CORP COMstock | $0 | – | -547 | -100.0% | -0.06% | – |
| PM | Exit | PHILIP MORRIS INTL INCstock | $0 | – | -761 | -100.0% | -0.07% | – |
| IVV | Exit | ISHARES S&P 500 INDEXetf | $0 | – | -168 | -100.0% | -0.07% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $0 | – | -751 | -100.0% | -0.07% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC COMstock | $0 | – | -1,572 | -100.0% | -0.07% | – |
| CL | Exit | COLGATE PALMOLIVE CO COMstock | $0 | – | -983 | -100.0% | -0.07% | – |
| BA | Exit | BOEING CO COMstock | $0 | – | -365 | -100.0% | -0.07% | – |
| ANTM | Exit | ELEVANCE HEALTH INC COMstock | $0 | – | -180 | -100.0% | -0.07% | – |
| NSA | Exit | NATIONAL STORAGE AFFILIATES TR COM SHS BEN INreit | $0 | – | -2,286 | -100.0% | -0.07% | – |
| IGRO | Exit | ISHARES INTERNATIONAL DIVIDEND GROWTH ETFetf | $0 | – | -1,273 | -100.0% | -0.07% | – |
| AMP | Exit | AMERIPRISE FINANCIAL INC.stock | $0 | – | -241 | -100.0% | -0.07% | – |
| MS | Exit | MORGAN STANLEY COM NEWstock | $0 | – | -963 | -100.0% | -0.07% | – |
| CI | Exit | CIGNA CORPstock | $0 | – | -291 | -100.0% | -0.07% | – |
| SHOP | Exit | SHOPIFY INC CL Astock | $0 | – | -1,260 | -100.0% | -0.07% | – |
| VO | Exit | VANGUARD MID CAPetf | $0 | – | -378 | -100.0% | -0.07% | – |
| FTNT | Exit | FORTINET INC COMstock | $0 | – | -1,105 | -100.0% | -0.08% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP COMstock | $0 | – | -962 | -100.0% | -0.08% | – |
| UHS | Exit | UNIVERSAL HLTH SVCSstock | $0 | – | -547 | -100.0% | -0.08% | – |
| FCNCA | Exit | FIRST CITIZENS BANCSHARES INCstock | $0 | – | -67 | -100.0% | -0.08% | – |
| VB | Exit | VANGUARD SMALL CAP ETFetf | $0 | – | -441 | -100.0% | -0.08% | – |
| NVS | Exit | NOVARTIS AG ADRadr | $0 | – | -869 | -100.0% | -0.08% | – |
| RY | Exit | ROYAL BANK OF CANADAstock | $0 | – | -913 | -100.0% | -0.08% | – |
| CSCO | Exit | CISCO SYS INCstock | $0 | – | -1,715 | -100.0% | -0.08% | – |
| DE | Exit | DEERE & CO COMstock | $0 | – | -224 | -100.0% | -0.08% | – |
| EEM | Exit | ISHARES MSCI EMERGING MARKETS ETFetf | $0 | – | -2,305 | -100.0% | -0.08% | – |
| YUM | Exit | YUM! BRANDS INCstock | $0 | – | -669 | -100.0% | -0.08% | – |
| SCHO | Exit | SCHWAB SHORT-TERM US TREASURY ETFetf | $0 | – | -1,992 | -100.0% | -0.09% | – |
| MCK | Exit | MCKESSON CORPstock | $0 | – | -226 | -100.0% | -0.09% | – |
| HRL | Exit | HORMEL FOODS CORP COMstock | $0 | – | -2,390 | -100.0% | -0.09% | – |
| NIE | Exit | VIRTUS EQUITY & CONV INCM FD COMcef | $0 | – | -4,619 | -100.0% | -0.09% | – |
| MFC | Exit | MANULIFE FINL CORP COMstock | $0 | – | -5,202 | -100.0% | -0.09% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARESstock | $0 | – | -270 | -100.0% | -0.09% | – |
| VZ | Exit | VERIZON COMMUNICATIONSstock | $0 | – | -2,679 | -100.0% | -0.09% | – |
| NEE | Exit | NEXTERA ENERGY INC COMstock | $0 | – | -1,354 | -100.0% | -0.09% | – |
| NVO | Exit | NOVO-NORDISK A/S ADR ADR CMNadr | $0 | – | -625 | -100.0% | -0.09% | – |
| SNA | Exit | SNAP ON INC COMstock | $0 | – | -355 | -100.0% | -0.09% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC COMstock | $0 | – | -3,666 | -100.0% | -0.09% | – |
| DVY | Exit | ISHARES DJ SELECT DIVIDENDetf | $0 | – | -934 | -100.0% | -0.10% | – |
| CTAS | Exit | CINTAS CORP COMstock | $0 | – | -218 | -100.0% | -0.10% | – |
| SQ | Exit | BLOCK INC CL Astock | $0 | – | -1,634 | -100.0% | -0.10% | – |
| Exit | DUTCH BROS INC CL Astock | $0 | – | -3,843 | -100.0% | -0.10% | – | |
| SCHW | Exit | CHARLES SCHWAB CORPstock | $0 | – | -1,955 | -100.0% | -0.10% | – |
| IWP | Exit | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $0 | – | -1,150 | -100.0% | -0.10% | – |
| MDY | Exit | S & P MID CAP 400 DEP RCPTS MID CAPetf | $0 | – | -237 | -100.0% | -0.10% | – |
| ORLY | Exit | O REILLY AUTOMOTIVE INCstock | $0 | – | -120 | -100.0% | -0.10% | – |
| GIS | Exit | GENERAL MLS INC COMstock | $0 | – | -1,485 | -100.0% | -0.10% | – |
| SPY | Exit | SPDR S&P 500 ETFetf | $0 | – | -273 | -100.0% | -0.11% | – |
| SCHF | Exit | SCHWAB INTERNATIONAL EQUITY ETFetf | $0 | – | -3,424 | -100.0% | -0.11% | – |
| TJX | Exit | TJX COS INC NEW COMstock | $0 | – | -1,452 | -100.0% | -0.11% | – |
| ACN | Exit | ACCENTURE LTD BERMUDA CL Astock | $0 | – | -403 | -100.0% | -0.11% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW COMreit | $0 | – | -654 | -100.0% | -0.11% | – |
| PAYX | Exit | PAYCHEX INCstock | $0 | – | -1,145 | -100.0% | -0.11% | – |
| TSLA | Exit | TESLA MOTORS INCstock | $0 | – | -488 | -100.0% | -0.11% | – |
| GNRC | Exit | GENERAC HLDGS INC COMstock | $0 | – | -862 | -100.0% | -0.12% | – |
| EMR | Exit | EMERSON ELEC CO COMstock | $0 | – | -1,449 | -100.0% | -0.12% | – |
| FE | Exit | FIRSTENERGY CORPstock | $0 | – | -3,434 | -100.0% | -0.12% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $0 | – | -1,357 | -100.0% | -0.12% | – |
| DOW | Exit | DOW INC COMstock | $0 | – | -2,559 | -100.0% | -0.12% | – |
| SYY | Exit | SYSCO CORP COMstock | $0 | – | -1,980 | -100.0% | -0.13% | – |
| CLX | Exit | CLOROX CO DEL COMstock | $0 | – | -929 | -100.0% | -0.13% | – |
| ADI | Exit | ANALOG DEVICES INC COMstock | $0 | – | -756 | -100.0% | -0.13% | – |
| TRV | Exit | TRAVELERS COMPANIES INC COMstock | $0 | – | -858 | -100.0% | -0.13% | – |
| BFB | Exit | BROWN FORMAN CORP CL Bstock | $0 | – | -2,291 | -100.0% | -0.14% | – |
| MRK | Exit | MERCK & CO INCstock | $0 | – | -1,342 | -100.0% | -0.14% | – |
| KO | Exit | COCA COLA CO COMstock | $0 | – | -2,661 | -100.0% | -0.14% | – |
| PFE | Exit | PFIZER INC COMstock | $0 | – | -4,360 | -100.0% | -0.14% | – |
| HSY | Exit | HERSHEY CO COMstock | $0 | – | -639 | -100.0% | -0.14% | – |
| CSX | Exit | CSX CORPstock | $0 | – | -4,684 | -100.0% | -0.14% | – |
| BAC | Exit | BANK AMERICA CORP COMstock | $0 | – | -6,149 | -100.0% | -0.16% | – |
| Exit | LINDE PLC SHSstock | $0 | – | -467 | -100.0% | -0.16% | – | |
| VGT | Exit | VANGUARD INFORMATION TECHNOLOGYetf | $0 | – | -411 | -100.0% | -0.16% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC COMstock | $0 | – | -2,202 | -100.0% | -0.17% | – |
| DIS | Exit | DISNEY WALT CO COMstock | $0 | – | -2,236 | -100.0% | -0.18% | – |
| NKE | Exit | NIKE INC CLASS Bstock | $0 | – | -1,952 | -100.0% | -0.19% | – |
| CRM | Exit | SALESFORCE INC COMstock | $0 | – | -1,092 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 5.9% |
| UNITED THERAPEUTICS CORP DEL | 8 | Q3 2023 | 4.0% |
| SCHWAB US TIPS ETF | 8 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.8% |
| PEPSICO INC COM | 8 | Q3 2023 | 3.6% |
| PROLOGIS INC. | 8 | Q3 2023 | 2.5% |
| VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 2.8% |
| PINTEREST INC | 8 | Q3 2023 | 2.7% |
| ISHARES TR | 8 | Q3 2023 | 2.5% |
| VISA INC | 8 | Q3 2023 | 2.2% |
View TILIA FIDUCIARY PARTNERS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-14 |
View TILIA FIDUCIARY PARTNERS, 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.