$4.65 Million is the total value of FINANCIAL COUNSELORS INC's 499 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 8.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $250,052 | +27.0% | 1,516,388 | +0.1% | 5.38% | +21.9% |
| MSFT | Buy | MICROSOFT CORP | $211,298 | +23.2% | 732,909 | +2.5% | 4.55% | +18.2% |
| VO | Buy | VANGUARD INDEX FDSetf | $144,142 | +12.6% | 683,397 | +8.8% | 3.10% | +8.1% |
| AMZN | Buy | AMAZON COM INC | $89,508 | +31.6% | 866,567 | +7.0% | 1.93% | +26.3% |
| GOOGL | Buy | ALPHABET INC | $69,912 | +31.8% | 673,977 | +12.1% | 1.50% | +26.6% |
| SLYV | Buy | SPDR SER TRetf | $68,234 | +7.0% | 895,689 | +4.2% | 1.47% | +2.7% |
| ABBV | Sell | ABBVIE INC | $67,913 | -2.0% | 426,137 | -0.6% | 1.46% | -5.9% |
| MRK | Sell | MERCK & CO INC | $64,765 | -9.3% | 608,748 | -5.4% | 1.39% | -12.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $63,540 | -10.2% | 134,451 | +0.8% | 1.37% | -13.8% |
| PEP | Sell | PEPSICO INC | $62,003 | -1.5% | 340,116 | -2.4% | 1.33% | -5.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $59,764 | -3.0% | 458,630 | -0.2% | 1.29% | -6.9% |
| CSCO | Buy | CISCO SYS INC | $58,859 | +13.1% | 1,125,954 | +3.1% | 1.27% | +8.6% |
| SPY | Sell | SPDR S&P 500 ETF TRetf | $57,659 | +4.0% | 140,841 | -2.8% | 1.24% | -0.2% |
| UNP | Buy | UNION PAC CORP | $52,975 | -1.0% | 263,217 | +1.8% | 1.14% | -5.0% |
| NVDA | Sell | NVIDIA CORPORATION | $52,875 | +81.1% | 190,355 | -4.7% | 1.14% | +73.7% |
| MCD | Sell | MCDONALDS CORP | $52,710 | +4.5% | 188,513 | -1.5% | 1.13% | +0.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $52,162 | -1.8% | 168,935 | -1.7% | 1.12% | -5.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $51,868 | -1.0% | 348,835 | +0.9% | 1.12% | -5.0% |
| V | Buy | VISA INC | $50,084 | +9.1% | 222,141 | +0.6% | 1.08% | +4.8% |
| WMT | Buy | WALMART INC | $46,521 | +5.4% | 315,502 | +1.4% | 1.00% | +1.1% |
| GOOG | Sell | ALPHABET INC | $44,961 | +14.6% | 432,315 | -2.2% | 0.97% | +10.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $43,758 | +7.6% | 88,068 | -1.2% | 0.94% | +3.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSietf | $43,732 | +14.0% | 968,169 | +5.9% | 0.94% | +9.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $43,473 | +4.5% | 75,425 | -0.2% | 0.94% | +0.3% |
| CVX | Buy | CHEVRON CORP NEW | $42,224 | -7.6% | 258,787 | +1.7% | 0.91% | -11.2% |
| CAT | Sell | CATERPILLAR INC | $41,405 | -7.8% | 180,936 | -3.4% | 0.89% | -11.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $41,361 | -4.7% | 422,356 | -1.8% | 0.89% | -8.5% |
| XOM | Sell | EXXON MOBIL CORP | $41,168 | -10.7% | 375,414 | -10.2% | 0.89% | -14.3% |
| SCHV | Sell | SCHWAB STRATEGIC TRetf | $40,930 | -5.4% | 624,131 | -4.8% | 0.88% | -9.2% |
| HD | Buy | HOME DEPOT INC | $40,058 | -6.3% | 135,733 | +0.3% | 0.86% | -10.1% |
| AMP | Sell | AMERIPRISE FINL INC | $39,378 | -7.5% | 128,476 | -6.0% | 0.85% | -11.1% |
| TSLA | Buy | TESLA INC | $38,089 | +98.9% | 183,598 | +18.1% | 0.82% | +91.1% |
| SCHG | Sell | SCHWAB STRATEGIC TRetf | $37,403 | +8.0% | 573,923 | -8.0% | 0.80% | +3.6% |
| WMB | Buy | WILLIAMS COS INC | $37,161 | -9.1% | 1,244,519 | +0.1% | 0.80% | -12.8% |
| CB | Sell | CHUBB LIMITED | $36,833 | -13.5% | 189,683 | -1.7% | 0.79% | -17.0% |
| AVGO | Sell | BROADCOM INC | $36,485 | +10.2% | 56,871 | -3.9% | 0.78% | +5.8% |
| CRM | Buy | SALESFORCE INC | $35,103 | +54.2% | 175,708 | +2.3% | 0.76% | +47.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $34,685 | +11.3% | 891,886 | +12.8% | 0.75% | +6.9% |
| ETN | Sell | EATON CORP PLC | $34,389 | +3.1% | 200,707 | -5.5% | 0.74% | -1.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRetf | $33,824 | -2.5% | 73,786 | -5.8% | 0.73% | -6.4% |
| VOO | Sell | VANGUARD INDEX FDSetf | $33,469 | -31.5% | 88,997 | -36.0% | 0.72% | -34.3% |
| SBUX | Sell | STARBUCKS CORP | $33,414 | +1.9% | 320,887 | -2.9% | 0.72% | -2.2% |
| IEMG | Buy | ISHARES INCietf | $33,312 | +14.4% | 682,757 | +9.5% | 0.72% | +9.8% |
| QCOM | Buy | QUALCOMM INC | $32,373 | +19.8% | 253,744 | +3.2% | 0.70% | +15.0% |
| DOW | Buy | DOW INC | $31,481 | +9.1% | 574,259 | +0.3% | 0.68% | +4.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $31,230 | -6.0% | 321,130 | -2.2% | 0.67% | -9.8% |
| DIS | Buy | DISNEY WALT CO | $30,225 | +24.3% | 301,860 | +7.9% | 0.65% | +19.4% |
| HON | Buy | HONEYWELL INTL INC | $28,318 | -9.9% | 148,167 | +1.0% | 0.61% | -13.6% |
| COP | Sell | CONOCOPHILLIPS | $27,562 | -23.7% | 277,818 | -9.3% | 0.59% | -26.8% |
| DHR | Buy | DANAHER CORPORATION | $27,334 | -4.6% | 108,449 | +0.5% | 0.59% | -8.6% |
| IWF | Sell | ISHARES TRetf | $27,272 | +13.5% | 111,618 | -0.5% | 0.59% | +8.9% |
| ENB | Buy | ENBRIDGE INC | $26,808 | -1.9% | 702,698 | +0.6% | 0.58% | -5.9% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $26,600 | +5.0% | 57,610 | +24.0% | 0.57% | +0.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $25,999 | -12.2% | 167,732 | +0.1% | 0.56% | -15.7% |
| NVS | Sell | NOVARTIS AG | $24,233 | -0.1% | 263,404 | -1.5% | 0.52% | -4.0% |
| TGT | Buy | TARGET CORP | $24,151 | +11.3% | 145,814 | +0.2% | 0.52% | +6.8% |
| PFE | Sell | PFIZER INC | $23,237 | -21.3% | 569,531 | -1.1% | 0.50% | -24.5% |
| IJR | Sell | ISHARES TRetf | $23,134 | -3.9% | 239,235 | -6.0% | 0.50% | -7.8% |
| BKNG | Buy | BOOKING HOLDINGS INC | $22,370 | +32.9% | 8,434 | +1.0% | 0.48% | +27.6% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $21,866 | +27.5% | 56,739 | +11.4% | 0.47% | +22.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $21,680 | -7.2% | 45,861 | -4.5% | 0.47% | -10.9% |
| VTI | Sell | VANGUARD INDEX FDSetf | $21,173 | +5.6% | 103,740 | -1.1% | 0.46% | +1.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $21,190 | +2.6% | 103,699 | +6.4% | 0.46% | -1.5% |
| UPS | Buy | UNITED PARCEL SERVICE INC | $20,571 | +12.8% | 106,042 | +1.1% | 0.44% | +8.3% |
| CCI | Buy | CROWN CASTLE INC | $20,539 | -0.5% | 153,457 | +0.9% | 0.44% | -4.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $20,376 | +25.7% | 268,318 | +17.9% | 0.44% | +20.9% |
| ECL | Buy | ECOLAB INC | $20,102 | +23.3% | 121,442 | +8.4% | 0.43% | +18.3% |
| IEFA | Buy | ISHARES TRietf | $19,981 | +50.7% | 298,895 | +39.0% | 0.43% | +44.8% |
| EMR | Buy | EMERSON ELEC CO | $19,349 | -8.6% | 222,048 | +0.7% | 0.42% | -12.4% |
| KO | Buy | COCA COLA CO | $19,287 | -2.0% | 310,924 | +0.5% | 0.42% | -5.9% |
| FB | Buy | META PLATFORMS INC | $18,948 | +94.2% | 89,402 | +10.2% | 0.41% | +86.3% |
| TEL | Buy | TE CONNECTIVITY LTD | $18,754 | +16.3% | 142,996 | +1.8% | 0.40% | +11.9% |
| LLY | Sell | LILLY ELI & CO | $18,619 | -7.1% | 54,216 | -1.0% | 0.40% | -10.7% |
| AMGN | Buy | AMGEN INC | $18,026 | -4.1% | 74,566 | +4.2% | 0.39% | -8.1% |
| DLR | Buy | DIGITAL RLTY TR INC | $18,013 | +2.3% | 183,228 | +4.4% | 0.39% | -1.8% |
| IWD | Sell | ISHARES TRetf | $17,890 | +0.4% | 117,499 | -0.0% | 0.38% | -3.8% |
| MDT | Buy | MEDTRONIC PLC | $17,506 | +16.3% | 217,148 | +12.2% | 0.38% | +11.9% |
| IJH | Sell | ISHARES TRetf | $17,340 | -2.7% | 69,316 | -5.9% | 0.37% | -6.5% |
| IVV | Sell | ISHARES TRetf | $17,202 | +3.0% | 41,846 | -3.7% | 0.37% | -1.1% |
| SO | Buy | SOUTHERN CO | $16,853 | -2.2% | 242,212 | +0.4% | 0.36% | -6.0% |
| DE | Sell | DEERE & CO | $16,741 | -8.8% | 40,546 | -5.3% | 0.36% | -12.6% |
| TRV | Sell | TRAVELERS COMPANIES INC | $16,621 | -10.3% | 96,966 | -1.9% | 0.36% | -13.9% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $16,287 | -15.9% | 1,454,235 | +5.9% | 0.35% | -19.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $16,214 | -22.0% | 127,565 | -3.1% | 0.35% | -25.1% |
| SDY | Sell | SPDR SER TRetf | $15,838 | -2.5% | 128,022 | -1.4% | 0.34% | -6.3% |
| DUK | Sell | DUKE ENERGY CORP NEW | $15,860 | -7.5% | 164,408 | -1.3% | 0.34% | -11.4% |
| LKQ | Sell | LKQ CORP | $15,561 | +4.5% | 274,147 | -1.6% | 0.34% | +0.3% |
| WM | Buy | WASTE MGMT INC DEL | $15,368 | +4.1% | 94,183 | +0.1% | 0.33% | 0.0% |
| XLK | Sell | SPDR TECHNOLOGY SELECT SECTOR | $14,989 | +18.7% | 99,260 | -2.2% | 0.32% | +14.1% |
| TFC | Buy | TRUIST FINL CORP | $14,884 | -15.4% | 436,473 | +6.7% | 0.32% | -19.0% |
| AMAT | Buy | APPLIED MATLS INC | $14,823 | +28.0% | 120,680 | +1.5% | 0.32% | +22.7% |
| USB | Buy | US BANCORP DEL | $14,548 | -14.9% | 403,561 | +3.0% | 0.31% | -18.3% |
| INTC | Sell | INTEL CORP | $13,818 | -18.3% | 422,944 | -33.9% | 0.30% | -21.6% |
| CW | Sell | CURTISS WRIGHT CORP | $13,761 | +2.7% | 78,075 | -2.7% | 0.30% | -1.3% |
| IDEV | ISHARES TRietf | $13,182 | +8.0% | 218,000 | 0.0% | 0.28% | +3.6% | |
| SCHD | Sell | SCHWAB STRATEGIC TRetf | $13,186 | -10.4% | 180,241 | -7.5% | 0.28% | -13.9% |
| SON | Buy | SONOCO PRODS CO | $13,028 | +0.7% | 213,569 | +0.2% | 0.28% | -3.4% |
| ETR | Buy | ENTERGY CORP NEW | $12,858 | -1.9% | 119,342 | +2.4% | 0.28% | -5.8% |
| D | Buy | DOMINION ENERGY INC | $12,247 | -0.6% | 219,040 | +9.0% | 0.26% | -4.3% |
| ALL | Sell | ALLSTATE CORP | $12,257 | -18.5% | 110,612 | -0.3% | 0.26% | -21.7% |
| HRL | Buy | HORMEL FOODS CORP | $12,060 | -12.3% | 302,408 | +0.2% | 0.26% | -15.6% |
| FOXA | Buy | FOX CORP | $11,996 | +18.6% | 352,313 | +5.8% | 0.26% | +13.7% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $11,639 | -13.8% | 627,088 | +0.1% | 0.25% | -17.2% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $11,598 | -13.5% | 81,975 | -4.3% | 0.25% | -16.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fietf | $11,421 | +2.4% | 282,704 | -1.2% | 0.25% | -1.6% |
| CTAS | Sell | CINTAS CORP | $11,319 | +2.4% | 24,464 | -0.0% | 0.24% | -1.6% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $11,321 | +21.7% | 128,047 | +10.9% | 0.24% | +16.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $11,310 | -18.6% | 136,698 | -2.1% | 0.24% | -21.9% |
| VIAC | Buy | PARAMOUNT GLOBAL | $11,196 | +49.1% | 501,834 | +12.8% | 0.24% | +43.5% |
| FTV | Buy | FORTIVE CORP | $11,176 | +8.3% | 163,945 | +2.0% | 0.24% | +3.9% |
| SLB | Buy | SCHLUMBERGER LTD | $11,123 | -7.4% | 226,539 | +0.8% | 0.24% | -11.2% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $11,069 | -0.2% | 48,246 | +2.4% | 0.24% | -4.4% |
| PLD | Buy | PROLOGIS INC. | $10,854 | +11.6% | 86,996 | +0.8% | 0.23% | +7.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $10,759 | -3.9% | 155,235 | -0.2% | 0.23% | -7.6% |
| LEG | Buy | LEGGETT & PLATT INC | $10,633 | +3.6% | 333,535 | +4.7% | 0.23% | -0.4% |
| CASY | Sell | CASEYS GEN STORES INC | $10,637 | -3.6% | 49,142 | -0.1% | 0.23% | -7.3% |
| NKE | Buy | NIKE INC | $10,185 | +25.5% | 83,047 | +19.8% | 0.22% | +20.3% |
| CSX | Buy | CSX CORP | $10,110 | -1.5% | 337,673 | +1.9% | 0.22% | -5.2% |
| ZTS | Sell | ZOETIS INC | $10,127 | +12.7% | 60,843 | -0.8% | 0.22% | +7.9% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $10,118 | -35.9% | 173,406 | -25.2% | 0.22% | -38.4% |
| NOW | Sell | SERVICENOW INC | $9,877 | +5.8% | 21,254 | -11.6% | 0.21% | +1.9% |
| HI | Buy | HILLENBRAND INC | $9,827 | +12.2% | 206,761 | +0.8% | 0.21% | +8.2% |
| PNW | Buy | PINNACLE WEST CAP CORP | $9,678 | +6.7% | 122,129 | +2.4% | 0.21% | +2.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $9,580 | -33.8% | 182,900 | +5.2% | 0.21% | -36.6% |
| LOW | Sell | LOWES COS INC | $9,473 | -1.4% | 47,373 | -1.7% | 0.20% | -5.1% |
| EFA | Sell | ISHARES TRietf | $9,421 | +4.9% | 131,722 | -3.7% | 0.20% | +1.0% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG COR | $9,331 | -9.9% | 100,668 | +1.5% | 0.20% | -13.4% |
| F | Buy | FORD MTR CO DEL | $9,131 | +15.8% | 724,673 | +6.9% | 0.20% | +11.3% |
| CP | Sell | CANADIAN PAC RY LTD | $9,129 | +2.5% | 118,649 | -0.6% | 0.20% | -2.0% |
| VUG | Sell | VANGUARD INDEX FDSetf | $9,092 | +14.8% | 36,449 | -2.0% | 0.20% | +10.1% |
| TRP | Buy | TC ENERGY CORP | $9,059 | +2.7% | 232,825 | +5.2% | 0.20% | -1.5% |
| AVY | Buy | AVERY DENNISON CORP | $8,958 | -0.1% | 50,065 | +1.0% | 0.19% | -4.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $8,767 | +0.7% | 34,317 | +4.6% | 0.19% | -3.1% |
| KEY | Buy | KEYCORP | $8,610 | -26.6% | 687,727 | +2.2% | 0.18% | -29.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $8,494 | -8.6% | 64,794 | -1.8% | 0.18% | -12.0% |
| XRAY | Buy | DENTSPLY SIRONA INC | $8,498 | +36.9% | 216,340 | +11.0% | 0.18% | +31.7% |
| FITB | Buy | FIFTH THIRD BANCORP | $8,331 | -8.5% | 312,709 | +12.7% | 0.18% | -12.3% |
| INTU | Sell | INTUIT | $8,201 | +14.0% | 18,396 | -0.5% | 0.18% | +9.9% |
| APD | Sell | AIR PRODS & CHEMS INC | $7,711 | -9.1% | 26,847 | -2.4% | 0.17% | -12.6% |
| BTI | Buy | BRITISH AMERN TOB PLC | $7,617 | -11.3% | 216,878 | +0.9% | 0.16% | -15.0% |
| GIS | Buy | GENERAL MLS INC | $7,592 | +2.2% | 88,837 | +0.3% | 0.16% | -2.4% |
| MMM | Buy | 3M CO | $7,559 | -1.7% | 71,918 | +12.1% | 0.16% | -5.2% |
| PGR | Buy | PROGRESSIVE CORP | $7,305 | +11.5% | 51,065 | +1.1% | 0.16% | +6.8% |
| Buy | U HAUL HOLDING COMPANY | $7,230 | -3.7% | 139,432 | +2.1% | 0.16% | -7.1% | |
| CVS | Sell | CVS HEALTH CORP | $7,163 | -22.8% | 96,394 | -3.2% | 0.15% | -26.0% |
| IWM | Sell | ISHARES TRetf | $7,071 | -5.0% | 39,637 | -7.2% | 0.15% | -9.0% |
| HRB | Sell | BLOCK H & R INC | $7,063 | -3.6% | 200,365 | -0.2% | 0.15% | -7.3% |
| MKC | Buy | MCCORMICK & CO INC | $6,886 | +5.1% | 82,749 | +4.7% | 0.15% | +0.7% |
| SCHA | SCHWAB STRATEGIC TRetf | $6,846 | +3.5% | 163,269 | 0.0% | 0.15% | -0.7% | |
| SYK | Buy | STRYKER CORPORATION | $6,840 | +19.3% | 23,960 | +2.2% | 0.15% | +14.0% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $6,719 | +9.4% | 19,712 | -8.9% | 0.14% | +5.1% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $6,711 | +1.0% | 72,978 | +15.2% | 0.14% | -3.4% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $6,710 | +19.8% | 3,928 | -2.7% | 0.14% | +14.3% |
| NFLX | Buy | NETFLIX INC | $6,456 | +18.1% | 18,688 | +0.8% | 0.14% | +13.0% |
| SNPS | Sell | SYNOPSYS INC | $6,377 | +18.4% | 16,509 | -2.1% | 0.14% | +13.2% |
| VBR | Sell | VANGUARD INDEX FDSetf | $6,291 | -1.4% | 39,625 | -1.4% | 0.14% | -5.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $5,868 | +14.0% | 16,112 | +0.3% | 0.13% | +9.6% |
| MGA | Buy | MAGNA INTL INC | $5,828 | -0.6% | 108,800 | +4.3% | 0.12% | -4.6% |
| HAS | Buy | HASBRO INC | $5,674 | +15.5% | 105,685 | +31.3% | 0.12% | +10.9% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | $5,587 | -0.7% | 12 | 0.0% | 0.12% | -4.8% | |
| VOE | Sell | VANGUARD INDEX FDSetf | $5,578 | -3.1% | 41,607 | -2.3% | 0.12% | -7.0% |
| Sell | GSK PLC | $5,565 | -0.5% | 156,413 | -1.7% | 0.12% | -4.0% | |
| WOR | Sell | WORTHINGTON INDS INC | $5,531 | +24.0% | 85,553 | -4.7% | 0.12% | +19.0% |
| ABT | Sell | ABBOTT LABS | $5,302 | -14.0% | 52,365 | -6.7% | 0.11% | -17.4% |
| LRCX | Buy | LAM RESEARCH CORP | $5,182 | +27.5% | 9,775 | +1.1% | 0.11% | +23.1% |
| APH | Sell | AMPHENOL CORP NEW | $5,168 | +0.1% | 63,245 | -6.8% | 0.11% | -4.3% |
| SHW | Sell | SHERWIN WILLIAMS CO | $5,124 | -12.9% | 22,797 | -8.0% | 0.11% | -16.7% |
| VOT | Sell | VANGUARD INDEX FDSetf | $5,029 | +3.2% | 25,806 | -4.8% | 0.11% | -0.9% |
| KMB | Sell | KIMBERLY-CLARK CORP | $4,902 | -5.4% | 36,524 | -4.4% | 0.11% | -8.6% |
| PANW | Buy | PALO ALTO NETWORKS INC | $4,894 | +43.6% | 24,500 | +0.3% | 0.10% | +38.2% |
| EVRG | Buy | EVERGY INC | $4,720 | -0.4% | 77,229 | +2.6% | 0.10% | -3.8% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $4,588 | -20.1% | 22,735 | -13.7% | 0.10% | -23.3% |
| CPRT | Buy | COPART INC | $4,536 | +24.6% | 60,313 | +0.9% | 0.10% | +19.5% |
| ASML | Buy | ASML HOLDING N V | $4,503 | +36.0% | 6,615 | +9.1% | 0.10% | +31.1% |
| LECO | Sell | LINCOLN ELEC HLDGS INC | $4,426 | +8.7% | 26,173 | -7.1% | 0.10% | +4.4% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $4,422 | +60.4% | 13,233 | +1.3% | 0.10% | +53.2% |
| SLY | Sell | SPDR S&P 600 SMALL CAP ETFetf | $4,362 | +2.1% | 51,914 | -0.1% | 0.09% | -2.1% |
| PAYX | Sell | PAYCHEX INC | $4,355 | -7.8% | 38,007 | -7.1% | 0.09% | -11.3% |
| XLV | Sell | SPDR HEALTH CARE SELECT SECTOR | $4,378 | -5.3% | 33,821 | -0.6% | 0.09% | -9.6% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $4,380 | +6.3% | 52,944 | -4.1% | 0.09% | +2.2% |
| KKR | Sell | KKR & CO INC | $4,256 | +13.0% | 81,044 | -0.1% | 0.09% | +9.5% |
| TTD | Sell | THE TRADE DESK INC | $4,283 | +28.8% | 70,312 | -5.2% | 0.09% | +22.7% |
| EL | Buy | LAUDER ESTEE COS INC | $4,286 | -0.2% | 17,392 | +0.4% | 0.09% | -4.2% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTetf | $4,296 | +3.1% | 81,512 | +0.0% | 0.09% | -1.1% |
| STZ | Sell | CONSTELLATION BRANDS INC | $4,293 | -6.9% | 19,004 | -4.5% | 0.09% | -10.7% |
| NEM | Sell | NEWMONT CORP | $4,237 | +3.1% | 86,429 | -0.8% | 0.09% | -1.1% |
| XLY | Sell | SELECT SECTOR SPDR TR | $4,165 | +12.8% | 27,855 | -2.6% | 0.09% | +8.4% |
| VB | Sell | VANGUARD INDEX FDSetf | $4,112 | +2.2% | 21,693 | -1.0% | 0.09% | -1.1% |
| MA | Sell | MASTERCARD INCORPORATED | $4,064 | -12.0% | 11,183 | -15.8% | 0.09% | -16.3% |
| XLI | Sell | SPDR INDUSTRIAL SELECT SECTOR | $4,030 | +2.1% | 39,832 | -0.9% | 0.09% | -1.1% |
| MSCI | Buy | MSCI INC | $4,009 | +21.7% | 7,163 | +1.2% | 0.09% | +16.2% |
| BA | Sell | BOEING CO | $4,017 | +6.5% | 18,910 | -4.5% | 0.09% | +1.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $3,864 | -7.6% | 111,739 | -0.2% | 0.08% | -11.7% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $3,793 | -10.8% | 69,821 | +11.4% | 0.08% | -13.7% |
| IP | Sell | INTERNATIONAL PAPER CO | $3,788 | +3.5% | 105,036 | -0.6% | 0.08% | 0.0% |
| NEE | Sell | NEXTERA ENERGY INC | $3,764 | -15.3% | 48,828 | -8.2% | 0.08% | -19.0% |
| MDLZ | Sell | MONDELEZ INTL INC | $3,740 | -18.3% | 53,637 | -21.9% | 0.08% | -22.3% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $3,712 | +11.9% | 7,415 | -21.0% | 0.08% | +8.1% |
| SPLG | Sell | SPDR SER TRetf | $3,736 | +4.7% | 77,601 | -2.2% | 0.08% | 0.0% |
| GPC | Sell | GENUINE PARTS CO | $3,608 | -5.8% | 21,566 | -2.3% | 0.08% | -9.3% |
| XLF | Buy | SELECT SECTOR SPDR TR | $3,538 | -5.0% | 110,056 | +1.1% | 0.08% | -8.4% |
| Sell | GENERAL ELECTRIC CO | $3,513 | +13.8% | 36,742 | -0.3% | 0.08% | +10.1% | |
| DON | Sell | WISDOMTREE TRetf | $3,417 | -1.1% | 83,380 | -0.7% | 0.07% | -3.9% |
| BKH | Sell | BLACK HILLS CORP | $3,457 | -10.6% | 54,792 | -0.4% | 0.07% | -14.9% |
| CWT | Buy | CALIFORNIA WTR SVC GROUP | $3,328 | -3.1% | 57,183 | +1.0% | 0.07% | -6.5% |
| SPGI | Buy | S&P GLOBAL INC | $3,239 | +9.2% | 9,394 | +6.1% | 0.07% | +4.5% |
| VTV | Buy | VANGUARD INDEX FDSetf | $3,272 | +0.3% | 23,693 | +1.9% | 0.07% | -4.1% |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $3,249 | – | 9,377 | +100.0% | 0.07% | – |
| IWO | Sell | ISHARES TRetf | $3,191 | +4.6% | 14,069 | -1.1% | 0.07% | +1.5% |
| VYM | Sell | VANGUARD WHITEHALL FDSetf | $3,227 | -27.2% | 30,588 | -25.3% | 0.07% | -30.3% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $3,173 | +5.5% | 13,032 | -4.6% | 0.07% | +1.5% |
| DXCM | Buy | DEXCOM INC | $3,159 | +5.0% | 27,189 | +2.3% | 0.07% | +1.5% |
| IWN | Buy | ISHARES TRetf | $3,097 | +0.8% | 22,600 | +2.1% | 0.07% | -2.9% |
| HES | Sell | HESS CORP | $3,013 | -12.0% | 22,765 | -5.7% | 0.06% | -15.6% |
| MIDD | Buy | MIDDLEBY CORP | $3,036 | +15.7% | 20,710 | +5.6% | 0.06% | +10.2% |
| STM | Sell | STMICROELECTRONICS N V | $3,023 | +49.2% | 56,518 | -0.8% | 0.06% | +44.4% |
| IJJ | Sell | ISHARES TRetf | $3,007 | -2.5% | 29,261 | -4.4% | 0.06% | -5.8% |
| XLP | Sell | SPDR CONSUMER STAPLES SELECT S | $2,962 | -1.9% | 39,649 | -2.1% | 0.06% | -5.9% |
| GLW | Sell | CORNING INC | $2,942 | +10.4% | 83,384 | -0.1% | 0.06% | +5.0% |
| SCHH | Buy | SCHWAB STRATEGIC TR | $2,822 | +1.6% | 144,697 | +0.5% | 0.06% | -1.6% |
| MO | Sell | ALTRIA GROUP INC | $2,750 | -6.3% | 61,642 | -4.0% | 0.06% | -10.6% |
| SQ | Buy | BLOCK INC | $2,677 | +14.1% | 38,990 | +4.4% | 0.06% | +9.4% |
| ORCL | Sell | ORACLE CORP | $2,669 | +8.4% | 28,719 | -4.6% | 0.06% | +3.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,585 | -16.0% | 11,609 | -9.9% | 0.06% | -18.8% |
| EXC | Sell | EXELON CORP | $2,608 | -5.3% | 62,264 | -2.3% | 0.06% | -9.7% |
| IDV | Buy | ISHARES TRietf | $2,487 | +3.7% | 90,464 | +2.4% | 0.05% | 0.0% |
| BAC | Sell | BANK AMERICA CORP | $2,503 | -30.4% | 87,519 | -19.4% | 0.05% | -33.3% |
| DES | Buy | WISDOMTREE TRetf | $2,440 | +1.2% | 85,431 | +0.8% | 0.05% | -1.9% |
| IYW | Buy | ISHARES TR | $2,428 | +28.4% | 26,158 | +3.1% | 0.05% | +23.8% |
| DFAC | DIMENSIONAL ETF TRUSTetf | $2,353 | +4.9% | 92,361 | 0.0% | 0.05% | +2.0% | |
| FE | Sell | FIRSTENERGY CORP | $2,305 | -5.6% | 57,547 | -1.2% | 0.05% | -9.1% |
| CTVA | Sell | CORTEVA INC | $2,323 | +1.5% | 38,524 | -1.1% | 0.05% | -2.0% |
| TJX | Buy | TJX COS INC NEW | $2,307 | -1.5% | 29,436 | +0.1% | 0.05% | -5.7% |
| UMBF | Buy | UMB FINL CORP | $2,318 | -29.2% | 40,164 | +2.5% | 0.05% | -31.5% |
| HDV | Sell | ISHARES TRetf | $2,308 | -85.1% | 22,708 | -84.8% | 0.05% | -85.6% |
| QQQ | Sell | INVESCO QQQ TRetf | $2,292 | +5.6% | 7,142 | -12.4% | 0.05% | 0.0% |
| SCZ | Buy | ISHARES TRietf | $2,264 | +51.6% | 38,048 | +43.9% | 0.05% | +48.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRetf | $2,234 | +10.7% | 46,178 | +3.3% | 0.05% | +6.7% |
| Sell | DRAFTKINGS INC NEW | $2,246 | +65.4% | 116,003 | -2.7% | 0.05% | +60.0% | |
| IWP | Buy | ISHARES TRetf | $2,211 | +32.6% | 24,287 | +21.7% | 0.05% | +29.7% |
| T | Sell | AT&T INC | $2,235 | -0.8% | 116,081 | -5.1% | 0.05% | -4.0% |
| GWW | Sell | GRAINGER W W INC | $2,202 | +17.4% | 3,197 | -5.1% | 0.05% | +11.9% |
| Buy | ATLASSIAN CORPORATION | $2,196 | +39.3% | 12,830 | +4.8% | 0.05% | +34.3% | |
| IVE | Sell | ISHARES TRetf | $2,157 | -4.0% | 14,213 | -8.2% | 0.05% | -8.0% |
| IJS | Buy | ISHARES TRetf | $2,124 | +2.8% | 22,700 | +0.3% | 0.05% | 0.0% |
| IVW | Sell | ISHARES TRetf | $2,153 | +0.2% | 33,705 | -8.3% | 0.05% | -4.2% |
| LW | Sell | LAMB WESTON HLDGS INC | $2,155 | +14.3% | 20,620 | -2.3% | 0.05% | +9.5% |
| CWI | Buy | SPDR INDEX SHS FDSietf | $2,100 | +7.0% | 81,605 | +0.0% | 0.04% | +2.3% |
| EFSC | ENTERPRISE FINL SVCS CORP | $2,011 | -8.9% | 45,099 | 0.0% | 0.04% | -14.0% | |
| IUSG | ISHARES TRetf | $2,019 | +8.9% | 22,748 | 0.0% | 0.04% | +2.4% | |
| DDOG | Sell | DATADOG INC | $1,943 | -5.4% | 26,747 | -4.2% | 0.04% | -8.7% |
| DRI | Sell | DARDEN RESTAURANTS INC | $1,951 | +8.2% | 12,577 | -3.5% | 0.04% | +5.0% |
| XLB | Buy | SELECT SECTOR SPDR TR | $1,948 | +5.0% | 24,149 | +1.1% | 0.04% | 0.0% |
| SAM | Buy | BOSTON BEER INC | $1,954 | +1.7% | 5,944 | +2.0% | 0.04% | -2.3% |
| SHOP | Buy | SHOPIFY INC | $1,856 | +38.3% | 38,718 | +0.1% | 0.04% | +33.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSetf | $1,856 | +5.6% | 12,048 | +4.1% | 0.04% | +2.6% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,873 | -20.9% | 8,837 | -8.0% | 0.04% | -24.5% |
| BP | Sell | BP PLC | $1,817 | +4.2% | 47,904 | -4.0% | 0.04% | 0.0% |
| CPB | Sell | CAMPBELL SOUP CO | $1,798 | -35.5% | 32,695 | -33.4% | 0.04% | -37.1% |
| HSY | Sell | HERSHEY CO | $1,785 | +5.6% | 7,018 | -3.9% | 0.04% | 0.0% |
| BLK | Sell | BLACKROCK INC | $1,754 | -15.9% | 2,621 | -10.9% | 0.04% | -19.1% |
| BAX | Sell | BAXTER INTL INC | $1,712 | -23.2% | 42,208 | -3.5% | 0.04% | -26.0% |
| DVY | Sell | ISHARES TRetf | $1,735 | -3.7% | 14,805 | -0.9% | 0.04% | -7.5% |
| PSX | Sell | PHILLIPS 66 | $1,718 | -7.8% | 16,942 | -5.4% | 0.04% | -11.9% |
| EEM | Sell | ISHARES TRietf | $1,728 | -3.9% | 43,800 | -7.7% | 0.04% | -7.5% |
| IJK | Sell | ISHARES TRetf | $1,698 | +2.7% | 23,751 | -1.8% | 0.04% | 0.0% |
| XLE | Sell | SELECT SECTOR SPDR TR | $1,653 | -6.8% | 19,958 | -1.6% | 0.04% | -10.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,657 | -13.5% | 5,797 | -19.2% | 0.04% | -16.3% |
| AEE | Sell | AMEREN CORP | $1,656 | -3.3% | 19,171 | -0.5% | 0.04% | -5.3% |
| VGT | Sell | VANGUARD WORLD FDS | $1,609 | +17.5% | 4,174 | -2.6% | 0.04% | +12.9% |
| IWS | Buy | ISHARES TRetf | $1,612 | +12.6% | 15,177 | +11.7% | 0.04% | +9.4% |
| Sell | CONSTELLATION ENERGY CORP | $1,601 | -11.5% | 20,396 | -2.8% | 0.03% | -17.1% | |
| CMCSA | Buy | COMCAST CORP NEW | $1,540 | +10.5% | 40,632 | +1.9% | 0.03% | +6.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,472 | -8.5% | 19,594 | -4.0% | 0.03% | -11.1% |
| Sell | SHELL PLC | $1,468 | -3.9% | 25,519 | -4.9% | 0.03% | -5.9% | |
| KR | Sell | KROGER CO | $1,443 | +9.2% | 29,238 | -1.4% | 0.03% | +3.3% |
| VBK | Buy | VANGUARD INDEX FDSetf | $1,437 | +8.6% | 6,642 | +0.7% | 0.03% | +3.3% |
| UL | Buy | UNILEVER PLC | $1,437 | +3.5% | 27,678 | +0.4% | 0.03% | 0.0% |
| CLX | Sell | CLOROX CO DEL | $1,390 | +8.0% | 8,781 | -4.3% | 0.03% | +3.4% |
| CAG | Sell | CONAGRA BRANDS INC | $1,414 | -9.0% | 37,651 | -6.2% | 0.03% | -14.3% |
| ABNB | Buy | AIRBNB INC | $1,388 | +62.5% | 11,161 | +11.7% | 0.03% | +57.9% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Tetf | $1,388 | -26.1% | 9,595 | -27.9% | 0.03% | -28.6% |
| WK | WORKIVA INC | $1,338 | +22.0% | 13,064 | 0.0% | 0.03% | +16.0% | |
| SYY | Sell | SYSCO CORP | $1,346 | -2.5% | 17,422 | -3.6% | 0.03% | -6.5% |
| Sell | WARNER BROS DISCOVERY INC | $1,336 | +52.3% | 88,450 | -4.4% | 0.03% | +45.0% | |
| MS | Sell | MORGAN STANLEY | $1,279 | -2.4% | 14,571 | -5.5% | 0.03% | -3.4% |
| TXN | Sell | TEXAS INSTRS INC | $1,313 | +8.6% | 7,057 | -3.5% | 0.03% | +3.7% |
| IWR | Buy | ISHARES TRetf | $1,317 | +6.0% | 18,833 | +2.2% | 0.03% | 0.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,236 | +0.9% | 12,923 | +0.5% | 0.03% | 0.0% |
| FDX | Buy | FEDEX CORP | $1,238 | +32.5% | 5,420 | +0.5% | 0.03% | +28.6% |
| IDXX | Sell | IDEXX LABS INC | $1,191 | +19.7% | 2,382 | -2.3% | 0.03% | +18.2% |
| DD | Sell | DUPONT DE NEMOURS INC | $1,193 | -4.9% | 16,621 | -9.0% | 0.03% | -7.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD | $1,206 | +24.1% | 12,969 | -0.7% | 0.03% | +18.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $1,145 | -2.7% | 1,349 | -3.3% | 0.02% | -3.8% |
| XLU | Sell | SPDR UTILITIES SELECT SECTOR S | $1,123 | -5.1% | 16,584 | -1.2% | 0.02% | -11.1% |
| TRI | Sell | THOMSON REUTERS CORP. | $1,125 | +14.0% | 8,646 | -0.1% | 0.02% | +9.1% |
| MRO | Sell | MARATHON OIL CORP | $1,046 | -15.5% | 43,660 | -4.6% | 0.02% | -17.9% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $1,081 | -3.4% | 35,894 | -0.6% | 0.02% | -8.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $1,052 | -10.5% | 17,470 | -5.0% | 0.02% | -11.5% |
| ANTM | Sell | ELEVANCE HEALTH INC | $1,048 | -11.6% | 2,279 | -1.4% | 0.02% | -14.8% |
| IWV | ISHARES TRetf | $1,007 | +6.7% | 4,278 | 0.0% | 0.02% | +4.8% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $973 | +3.5% | 37,573 | -3.6% | 0.02% | 0.0% |
| IWY | Buy | ISHARES TRetf | $960 | +133.6% | 6,906 | +102.6% | 0.02% | +133.3% |
| New | GE HEALTHCARE TECHNOLOGIES I | $988 | – | 12,048 | +100.0% | 0.02% | – | |
| CME | Sell | CME GROUP INC | $954 | +5.1% | 4,979 | -7.8% | 0.02% | +5.0% |
| New | LINDE PLC | $960 | – | 2,701 | +100.0% | 0.02% | – | |
| UHAL | Buy | U HAUL HOLDING COMPANY | $915 | +0.3% | 15,345 | +1.3% | 0.02% | 0.0% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fietf | $878 | -9.2% | 8,033 | -14.6% | 0.02% | -13.6% |
| VFC | Sell | V F CORP | $876 | -17.5% | 38,232 | -0.6% | 0.02% | -20.8% |
| HTLF | Sell | HEARTLAND FINL USA INC | $870 | -88.2% | 22,691 | -85.7% | 0.02% | -88.6% |
| ESGU | Sell | ISHARES TRetf | $898 | -19.5% | 9,933 | -24.5% | 0.02% | -24.0% |
| WFC | Sell | WELLS FARGO CO NEW | $825 | -20.4% | 22,063 | -12.0% | 0.02% | -21.7% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $853 | +2.5% | 10,182 | -14.1% | 0.02% | -5.3% |
| IWB | Sell | ISHARES TRetf | $831 | +4.0% | 3,688 | -2.8% | 0.02% | 0.0% |
| RJF | Sell | RAYMOND JAMES FINL INC | $836 | -12.9% | 8,966 | -0.2% | 0.02% | -18.2% |
| BX | Sell | BLACKSTONE INC | $798 | +0.1% | 9,088 | -15.4% | 0.02% | -5.6% |
| BMO | Sell | BANK MONTREAL QUE | $778 | -12.8% | 8,726 | -11.3% | 0.02% | -15.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $788 | +4.6% | 2,409 | +9.8% | 0.02% | 0.0% |
| CBT | Sell | CABOT CORP | $773 | +13.8% | 10,082 | -0.7% | 0.02% | +13.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $805 | +6.5% | 4,879 | -4.7% | 0.02% | 0.0% |
| GILD | Sell | GILEAD SCIENCES INC | $794 | -8.1% | 9,571 | -4.9% | 0.02% | -10.5% |
| YUM | Buy | YUM BRANDS INC | $776 | +4.7% | 5,875 | +1.5% | 0.02% | 0.0% |
| ADI | Sell | ANALOG DEVICES INC | $728 | +15.2% | 3,689 | -4.3% | 0.02% | +14.3% |
| TWNK | HOSTESS BRANDS INC | $746 | +10.8% | 29,984 | 0.0% | 0.02% | +6.7% | |
| HCA | Buy | HCA HEALTHCARE INC | $726 | +14.0% | 2,755 | +3.7% | 0.02% | +14.3% |
| SRCE | 1ST SOURCE CORP | $721 | -18.7% | 16,708 | 0.0% | 0.02% | -20.0% | |
| ADX | Sell | ADAMS DIVERSIFIED EQUITY FD | $735 | -3.2% | 47,235 | -9.6% | 0.02% | -5.9% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $721 | +2.3% | 5,580 | +0.9% | 0.02% | 0.0% |
| NVO | Buy | NOVO-NORDISK A S | $748 | +24.0% | 4,699 | +5.4% | 0.02% | +14.3% |
| CVLY | Buy | CODORUS VY BANCORP INC | $758 | -10.1% | 36,516 | +3.1% | 0.02% | -15.8% |
| GRMN | Buy | GARMIN LTD | $726 | +10.8% | 7,198 | +1.4% | 0.02% | +6.7% |
| LUV | Sell | SOUTHWEST AIRLS CO | $715 | -8.8% | 21,963 | -5.7% | 0.02% | -16.7% |
| VOD | Sell | VODAFONE GROUP PLC NEW | $695 | -4.0% | 62,959 | -12.0% | 0.02% | -6.2% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $699 | -2.1% | 4,195 | -2.8% | 0.02% | -6.2% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $684 | -3.9% | 3,577 | -5.3% | 0.02% | -6.2% |
| RCI | Sell | ROGERS COMMUNICATIONS INC | $680 | -1.2% | 14,660 | -0.2% | 0.02% | 0.0% |
| OKE | Buy | ONEOK INC NEW | $689 | -1.1% | 10,844 | +2.3% | 0.02% | -6.2% |
| VXUS | Buy | VANGUARD STAR FDSietf | $669 | +21.2% | 12,111 | +13.5% | 0.01% | +16.7% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $650 | +31.8% | 3,096 | +0.8% | 0.01% | +27.3% |
| EFG | Sell | ISHARES TRietf | $634 | -26.9% | 6,764 | -34.7% | 0.01% | -26.3% |
| KHC | Sell | KRAFT HEINZ CO | $642 | -8.0% | 16,612 | -3.1% | 0.01% | -12.5% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $630 | +8.1% | 11,603 | 0.0% | 0.01% | +7.7% | |
| CFB | Sell | CROSSFIRST BANKSHARES INC | $631 | -16.0% | 60,244 | -0.4% | 0.01% | -17.6% |
| SNA | Sell | SNAP ON INC | $625 | +3.6% | 2,532 | -4.1% | 0.01% | -7.1% |
| MPLX | MPLX LP | $622 | +4.9% | 18,056 | 0.0% | 0.01% | 0.0% | |
| EFX | Sell | EQUIFAX INC | $601 | +1.5% | 2,963 | -2.8% | 0.01% | 0.0% |
| IJT | Sell | ISHARES TRetf | $619 | +1.1% | 5,632 | -0.5% | 0.01% | -7.1% |
| KLAC | Sell | KLA CORP | $556 | -7.0% | 1,394 | -12.1% | 0.01% | -7.7% |
| VHT | Sell | VANGUARD WORLD FDS | $518 | -18.6% | 2,172 | -15.3% | 0.01% | -21.4% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $520 | -14.6% | 3,450 | -0.5% | 0.01% | -21.4% |
| TTE | Sell | TOTALENERGIES SE | $532 | -23.5% | 9,001 | -19.6% | 0.01% | -31.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $507 | +4.5% | 5,577 | +9.1% | 0.01% | 0.0% |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTHetf | $521 | -7.1% | 7,067 | -9.0% | 0.01% | -15.4% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTD | $530 | -3.5% | 59,907 | -0.5% | 0.01% | -8.3% |
| UBS | UBS GROUP AG | $518 | +14.3% | 24,257 | 0.0% | 0.01% | +10.0% | |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $483 | +8.3% | 43,851 | -0.3% | 0.01% | 0.0% |
| IBB | Buy | ISHARES TR | $468 | +19.1% | 3,626 | +21.1% | 0.01% | +11.1% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $449 | +9.5% | 8,981 | +1.3% | 0.01% | +11.1% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $454 | +13.8% | 2,435 | -3.4% | 0.01% | +11.1% |
| ACWX | Sell | ISHARES TRietf | $469 | -6.0% | 9,608 | -12.3% | 0.01% | -9.1% |
| DOV | Sell | DOVER CORP | $445 | -10.6% | 2,927 | -20.4% | 0.01% | -9.1% |
| ROST | Sell | ROSS STORES INC | $462 | -11.7% | 4,357 | -3.3% | 0.01% | -16.7% |
| DSI | Buy | ISHARES TRetf | $444 | +9.9% | 5,689 | +1.2% | 0.01% | +11.1% |
| ICLR | Sell | ICON PLC | $455 | +8.3% | 2,131 | -1.3% | 0.01% | +11.1% |
| MET | Sell | METLIFE INC | $479 | -26.0% | 8,264 | -7.5% | 0.01% | -33.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $444 | +8.0% | 4,533 | -28.6% | 0.01% | +11.1% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERetf | $470 | -33.6% | 1,413 | -33.9% | 0.01% | -37.5% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $450 | -23.3% | 5,643 | -10.8% | 0.01% | -23.1% |
| CI | Sell | THE CIGNA GROUP | $454 | -30.3% | 1,776 | -9.7% | 0.01% | -33.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $443 | -3.7% | 1,943 | +4.9% | 0.01% | 0.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fietf | $477 | +6.7% | 8,929 | +0.2% | 0.01% | 0.0% |
| DFUS | DIMENSIONAL ETF TRUSTetf | $481 | +6.9% | 10,818 | 0.0% | 0.01% | 0.0% | |
| NWL | Sell | NEWELL BRANDS INC | $445 | -6.5% | 35,797 | -1.7% | 0.01% | -9.1% |
| ESGA | Buy | AMERICAN CENTY ETF TRetf | $481 | +15.1% | 9,354 | +7.7% | 0.01% | +11.1% |
| RMD | Buy | RESMED INC | $404 | +6.0% | 1,846 | +0.8% | 0.01% | 0.0% |
| DOX | AMDOCS LTD | $411 | +5.7% | 4,283 | 0.0% | 0.01% | 0.0% | |
| AA | Sell | ALCOA CORP | $403 | -6.5% | 9,464 | -0.1% | 0.01% | -10.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $434 | +5.6% | 1,221 | +0.4% | 0.01% | 0.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $416 | -13.3% | 2,260 | -20.9% | 0.01% | -18.2% |
| ESGV | Sell | VANGUARD WORLD FDetf | $422 | -3.0% | 5,890 | -10.8% | 0.01% | -10.0% |
| ITOT | ISHARES TRetf | $438 | +6.8% | 4,840 | 0.0% | 0.01% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRetf | $399 | +3.4% | 5,880 | 0.0% | 0.01% | 0.0% | |
| AROW | Buy | ARROW FINL CORP | $426 | -16.8% | 17,102 | +13.2% | 0.01% | -18.2% |
| CDW | Sell | CDW CORP | $434 | +3.6% | 2,227 | -5.0% | 0.01% | 0.0% |
| ABC | AMERISOURCEBERGEN CORP | $415 | -3.5% | 2,592 | 0.0% | 0.01% | -10.0% | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $425 | -4.9% | 4,079 | -6.3% | 0.01% | -10.0% |
| ESGD | New | ISHARES TRietf | $430 | – | 5,983 | +100.0% | 0.01% | – |
| SUSA | Sell | ISHARES TRetf | $406 | -0.7% | 4,626 | -6.9% | 0.01% | 0.0% |
| TROW | Buy | PRICE T ROWE GROUP INC | $415 | +4.0% | 3,677 | +0.5% | 0.01% | 0.0% |
| HDB | Sell | HDFC BANK LTD | $440 | -4.6% | 6,605 | -1.9% | 0.01% | -10.0% |
| IXP | ISHARES TR | $432 | +17.4% | 6,750 | 0.0% | 0.01% | +12.5% | |
| TAK | Sell | TAKEDA PHARMACEUTICAL CO LTD | $424 | +4.7% | 25,756 | -0.7% | 0.01% | 0.0% |
| RIO | Sell | RIO TINTO PLC | $423 | -8.8% | 6,168 | -5.3% | 0.01% | -10.0% |
| YORW | Sell | YORK WTR CO | $370 | -0.5% | 8,271 | -0.1% | 0.01% | 0.0% |
| BLL | Sell | BALL CORP | $384 | +6.7% | 6,961 | -1.1% | 0.01% | 0.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $390 | +14.4% | 4,149 | +1.0% | 0.01% | 0.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COM | $383 | +8.2% | 8,381 | -2.2% | 0.01% | 0.0% |
| SNY | Buy | SANOFI | $381 | +27.4% | 7,004 | +13.5% | 0.01% | +14.3% |
| Sell | SYLVAMO CORP | $352 | -7.6% | 7,615 | -2.9% | 0.01% | -11.1% | |
| MBWM | MERCANTILE BK CORP | $377 | -8.7% | 12,328 | 0.0% | 0.01% | -11.1% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $351 | -10.5% | 4,098 | -20.0% | 0.01% | -11.1% |
| CNI | Sell | CANADIAN NATL RY CO | $354 | -14.9% | 3,005 | -14.1% | 0.01% | -11.1% |
| TTEK | TETRA TECH INC NEW | $385 | +1.3% | 2,618 | 0.0% | 0.01% | -11.1% | |
| FAST | Sell | FASTENAL CO | $386 | -3.5% | 7,161 | -15.3% | 0.01% | -11.1% |
| WELL | Buy | WELLTOWER INC | $358 | +12.2% | 4,995 | +2.6% | 0.01% | +14.3% |
| CRH | CRH PLC ADR | $376 | +27.9% | 7,385 | 0.0% | 0.01% | +14.3% | |
| O | Sell | REALTY INCOME CORP | $357 | -8.2% | 5,639 | -8.1% | 0.01% | -11.1% |
| VTRS | Sell | VIATRIS INC | $326 | -14.4% | 33,900 | -1.1% | 0.01% | -22.2% |
| AZN | Sell | ASTRAZENECA PLC | $335 | -3.5% | 4,822 | -5.9% | 0.01% | -12.5% |
| SAN | BANCO SANTANDER S.A. | $311 | +24.9% | 84,280 | 0.0% | 0.01% | +16.7% | |
| CMI | Sell | CUMMINS INC | $339 | -15.0% | 1,420 | -13.7% | 0.01% | -22.2% |
| DVN | Buy | DEVON ENERGY CORP NEW | $314 | -9.5% | 6,196 | +9.7% | 0.01% | -12.5% |
| DIMENSIONAL ETF TRUSTetf | $346 | 0.0% | 10,331 | 0.0% | 0.01% | -12.5% | ||
| DG | Sell | DOLLAR GEN CORP NEW | $337 | -28.5% | 1,600 | -16.3% | 0.01% | -36.4% |
| EQNR | Sell | EQUINOR ASA | $348 | -34.7% | 12,246 | -17.7% | 0.01% | -41.7% |
| IYT | ISHARES TR | $303 | +6.7% | 1,331 | 0.0% | 0.01% | +16.7% | |
| EFV | Buy | ISHARES TRietf | $312 | +27.9% | 6,419 | +20.5% | 0.01% | +40.0% |
| USXF | ISHARES TRetf | $308 | +7.7% | 9,324 | 0.0% | 0.01% | +16.7% | |
| NFG | Sell | NATIONAL FUEL GAS CO | $346 | -11.5% | 5,991 | -3.0% | 0.01% | -22.2% |
| SJM | Sell | SMUCKER J M CO | $319 | -0.9% | 2,025 | -0.2% | 0.01% | 0.0% |
| VLO | Buy | VALERO ENERGY CORP | $320 | +14.7% | 2,290 | +3.9% | 0.01% | +16.7% |
| VSGX | Sell | VANGUARD WORLD FDetf | $315 | -5.4% | 6,019 | -11.0% | 0.01% | 0.0% |
| VIPS | VIPSHOP HOLDINGS LIMITED | $334 | +11.3% | 22,011 | 0.0% | 0.01% | 0.0% | |
| VALE | Buy | VALE SA ADR | $288 | -5.3% | 18,249 | +1.7% | 0.01% | -14.3% |
| TD | Sell | TORONTO DOMINION BK ONT | $260 | -13.3% | 4,346 | -6.2% | 0.01% | -14.3% |
| SCHB | New | SCHWAB STRATEGIC TRetf | $281 | – | 5,864 | +100.0% | 0.01% | – |
| STT | Buy | STATE STR CORP | $300 | -0.7% | 3,959 | +1.8% | 0.01% | -14.3% |
| AER | AERCAP HOLDINGS NV | $282 | -3.8% | 5,016 | 0.0% | 0.01% | -14.3% | |
| KTB | Sell | KONTOOR BRANDS INC | $274 | +19.1% | 5,664 | -1.4% | 0.01% | +20.0% |
| CACI | Sell | CACI INTL INC | $286 | -6.8% | 964 | -5.6% | 0.01% | -14.3% |
| ZTO | Sell | ZTO EXPRESS CAYMAN INC | $281 | -10.8% | 9,819 | -16.3% | 0.01% | -14.3% |
| JD | Buy | JD.COM INC | $266 | +31.7% | 6,051 | +67.9% | 0.01% | +20.0% |
| CMP | Sell | COMPASS MINERALS INTL INC | $293 | -18.8% | 8,550 | -3.0% | 0.01% | -25.0% |
| AEM | Buy | AGNICO EAGLE MINES LTD | $268 | +5.1% | 5,264 | +7.4% | 0.01% | 0.0% |
| DGRO | Sell | ISHARES TRetf | $273 | -6.8% | 5,452 | -6.9% | 0.01% | -14.3% |
| WEC | Sell | WEC ENERGY GROUP INC | $272 | -0.4% | 2,874 | -1.4% | 0.01% | 0.0% |
| ESGE | Sell | ISHARES INCietf | $302 | -13.7% | 9,593 | -17.5% | 0.01% | -25.0% |
| New | AMERICA MOVIL SAB DE CV | $260 | – | 12,356 | +100.0% | 0.01% | – | |
| PHM | PULTE GROUP INC | $298 | +27.9% | 5,117 | 0.0% | 0.01% | +20.0% | |
| BDX | Sell | BECTON DICKINSON & CO | $268 | -62.1% | 1,082 | -61.1% | 0.01% | -62.5% |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $268 | -7.6% | 1,834 | +0.9% | 0.01% | -14.3% |
| JHG | Buy | JANUS HENDERSON GROUP PLC | $271 | +14.3% | 10,183 | +1.1% | 0.01% | +20.0% |
| ING | Buy | ING GROEP N.V. | $300 | -1.3% | 25,249 | +1.0% | 0.01% | -14.3% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $273 | +6.6% | 4,365 | +4.6% | 0.01% | 0.0% |
| MCK | Sell | MCKESSON CORP | $272 | -21.8% | 763 | -17.7% | 0.01% | -25.0% |
| DLN | New | WISDOMTREE TRetf | $275 | – | 4,439 | +100.0% | 0.01% | – |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $224 | -0.4% | 14,056 | -0.2% | 0.01% | 0.0% |
| BABA | New | ALIBABA GROUP HLDG LTD | $247 | – | 2,421 | +100.0% | 0.01% | – |
| XLC | New | SELECT SECTOR SPDR TR | $220 | – | 3,793 | +100.0% | 0.01% | – |
| EWX | Sell | SPDR INDEX SHS FDSietf | $219 | +2.8% | 4,325 | -0.8% | 0.01% | 0.0% |
| RSG | REPUBLIC SVCS INC | $249 | +4.6% | 1,844 | 0.0% | 0.01% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE L | $227 | +6.1% | 18,177 | 0.0% | 0.01% | 0.0% | |
| PXD | Buy | PIONEER NAT RES CO | $225 | +11.4% | 1,101 | +24.4% | 0.01% | 0.0% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETRO | $223 | -3.9% | 21,421 | -1.6% | 0.01% | 0.0% |
| PEN | New | PENUMBRA INC | $245 | – | 878 | +100.0% | 0.01% | – |
| PPG | Buy | PPG INDS INC | $224 | +8.7% | 1,680 | +2.7% | 0.01% | 0.0% |
| ORI | OLD REP INTL CORP | $227 | +3.7% | 9,075 | 0.0% | 0.01% | 0.0% | |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $249 | -4.2% | 38,991 | 0.0% | 0.01% | -16.7% | |
| VV | VANGUARD INDEX FDSetf | $223 | +7.2% | 1,192 | 0.0% | 0.01% | 0.0% | |
| VXF | Sell | VANGUARD INDEX FDSetf | $229 | -3.8% | 1,635 | -8.7% | 0.01% | 0.0% |
| MPC | New | MARATHON PETE CORP | $254 | – | 1,882 | +100.0% | 0.01% | – |
| MFC | Sell | MANULIFE FINL CORP | $226 | -12.7% | 12,283 | -15.3% | 0.01% | -16.7% |
| LAWS | New | DISTRIBUTION SOLUTIONS GRP I | $244 | – | 5,374 | +100.0% | 0.01% | – |
| ITUB | Sell | ITAU UNIBANCO HLDG S A | $228 | +1.3% | 46,743 | -2.1% | 0.01% | 0.0% |
| USMV | Sell | ISHARES MSCI USA MINI VOLATILIetf | $251 | -14.9% | 3,445 | -15.7% | 0.01% | -28.6% |
| IYH | Buy | ISHARES TR | $246 | -2.8% | 900 | +1.1% | 0.01% | -16.7% |
| IYZ | ISHARES TR | $252 | +3.3% | 10,898 | 0.0% | 0.01% | 0.0% | |
| SOXX | New | ISHARES TR | $231 | – | 520 | +100.0% | 0.01% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Tetf | $231 | – | 4,880 | +100.0% | 0.01% | – |
| H | New | HYATT HOTELS CORP | $224 | – | 2,008 | +100.0% | 0.01% | – |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FD | $225 | -5.5% | 5,270 | -14.2% | 0.01% | 0.0% |
| ES | Sell | EVERSOURCE ENERGY | $228 | -11.6% | 2,911 | -5.3% | 0.01% | -16.7% |
| EEFT | New | EURONET WORLDWIDE INC | $224 | – | 2,004 | +100.0% | 0.01% | – |
| YUMC | New | YUM CHINA HLDGS INC | $210 | – | 3,320 | +100.0% | 0.01% | – |
| DEO | Sell | DIAGEO PLC | $223 | -29.7% | 1,232 | -30.8% | 0.01% | -28.6% |
| AON | Sell | AON PLC | $212 | -31.8% | 671 | -35.2% | 0.01% | -28.6% |
| CMS | Sell | CMS ENERGY CORP | $251 | -3.5% | 4,083 | -0.5% | 0.01% | -16.7% |
| BIDU | New | BAIDU INC | $238 | – | 1,574 | +100.0% | 0.01% | – |
| SLF | Sell | SUN LIFE FINANCIAL INC. | $246 | -11.2% | 5,262 | -11.7% | 0.01% | -16.7% |
| AAL | AMERICAN AIRLS GROUP INC | $187 | +16.1% | 12,693 | 0.0% | 0.00% | 0.0% | |
| GOLD | Sell | BARRICK GOLD CORP | $205 | +7.3% | 11,062 | -0.5% | 0.00% | 0.0% |
| BCS | BARCLAYS PLC | $204 | -7.7% | 28,308 | 0.0% | 0.00% | -20.0% | |
| KSS | Sell | KOHLS CORP | $205 | -7.7% | 8,726 | -0.7% | 0.00% | -20.0% |
| IX | ORIX CORP | $207 | +2.0% | 2,527 | 0.0% | 0.00% | -20.0% | |
| Buy | NATWEST GROUP PLC | $191 | +141.8% | 28,984 | +136.1% | 0.00% | +100.0% | |
| URI | New | UNITED RENTALS INC | $201 | – | 508 | +100.0% | 0.00% | – |
| KMI | Sell | KINDER MORGAN INC DEL | $186 | -20.5% | 10,619 | -18.1% | 0.00% | -20.0% |
| VFH | VANGUARD FINANCIALS ETFetf | $208 | -5.9% | 2,672 | 0.0% | 0.00% | -20.0% | |
| AOD | Sell | ABRDN TOTAL DYNAMIC DIVIDENDetf | $136 | +2.3% | 16,793 | -1.2% | 0.00% | 0.0% |
| ET | ENERGY TRANSFER L P | $158 | +4.6% | 12,709 | 0.0% | 0.00% | 0.0% | |
| GF | NEW GERMANY FD INCietf | $133 | +14.7% | 14,668 | 0.0% | 0.00% | 0.0% | |
| TCPC | BLACKROCK TCP CAPITAL CORP | $160 | -20.4% | 15,515 | 0.0% | 0.00% | -40.0% | |
| CFFN | Buy | CAPITOL FED FINL INC | $161 | -7.5% | 23,936 | +19.0% | 0.00% | -25.0% |
| AMS | AMERICAN SHARED HOSPITAL SVC | $104 | -4.6% | 37,123 | 0.0% | 0.00% | 0.0% | |
| NOK | Sell | NOKIA CORP | $91 | +4.6% | 18,543 | -1.3% | 0.00% | 0.0% |
| GAB | Sell | GABELLI EQUITY TR INCetf | $86 | -24.6% | 15,017 | -27.7% | 0.00% | -33.3% |
| CCL | CARNIVAL CORP | $103 | +25.6% | 10,132 | 0.0% | 0.00% | 0.0% | |
| UWMC | UWM HOLDINGS CORPORATIONetf | $62 | +47.6% | 12,626 | 0.0% | 0.00% | 0.0% | |
| EGLX | Exit | ENTHUSIAST GAMING HLDGS INC | $0 | – | -10,000 | -100.0% | 0.00% | – |
| DBD | DIEBOLD NIXDORF INC | $23 | -14.8% | 18,879 | 0.0% | 0.00% | -100.0% | |
| INVA | Exit | INNOVIVA INC | $0 | – | -11,250 | -100.0% | -0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INC | $0 | – | -5,267 | -100.0% | -0.00% | – |
| PINE | Exit | ALPINE INCOME PPTY TR INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -5,694 | -100.0% | -0.01% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -1,648 | -100.0% | -0.01% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -7,212 | -100.0% | -0.01% | – |
| HP | Exit | HELMERICH & PAYNE INC | $0 | – | -4,546 | -100.0% | -0.01% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -3,312 | -100.0% | -0.01% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERS | $0 | – | -3,850 | -100.0% | -0.01% | – |
| EOG | Exit | EOG RES INC | $0 | – | -1,819 | -100.0% | -0.01% | – |
| AFL | Exit | AFLAC INC | $0 | – | -2,807 | -100.0% | -0.01% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -5,438 | -100.0% | -0.01% | – |
| KRP | Exit | KIMBELL RTY PARTNERS LP | $0 | – | -16,000 | -100.0% | -0.01% | – |
| Exit | BROOKFIELD CORP | $0 | – | -8,272 | -100.0% | -0.01% | – | |
| STAG | Exit | STAG INDL INC | $0 | – | -10,061 | -100.0% | -0.01% | – |
| K | Exit | KELLOGG CO | $0 | – | -4,518 | -100.0% | -0.01% | – |
| SPYV | Exit | SPDR SER TRetf | $0 | – | -9,351 | -100.0% | -0.01% | – |
| FSS | Exit | FEDERAL SIGNAL CORP | $0 | – | -17,104 | -100.0% | -0.02% | – |
| LIN | Exit | LINDE PLC | $0 | – | -2,630 | -100.0% | -0.02% | – |
| Exit | HALEON PLC | $0 | – | -181,416 | -100.0% | -0.03% | – | |
| PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -142,700 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 41 | Q3 2023 | 5.9% |
| MICROSOFT CORP | 41 | Q3 2023 | 4.9% |
| SPDR S&P 500 ETF TR UNIT SER 1 | 41 | Q3 2023 | 2.0% |
| VANGUARD MID CAP ETF | 41 | Q3 2023 | 3.2% |
| PEPSICO INC | 41 | Q3 2023 | 1.5% |
| ISHARES TR | 41 | Q3 2023 | 2.6% |
| VERIZON COMMUNICATIONS INC | 41 | Q3 2023 | 1.7% |
| JPMORGAN CHASE & CO | 41 | Q3 2023 | 1.9% |
| AMAZON COM INC | 41 | Q3 2023 | 2.7% |
| MERCK & CO. INC | 41 | Q3 2023 | 1.6% |
View FINANCIAL COUNSELORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-10 |
View FINANCIAL COUNSELORS 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.