Mga Batayang Estadistika
Nilai Portofolio $ 2,470,796,000
Posisi Saat Ini 463
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Pinnacle Wealth Advisors telah mengungkapkan total kepemilikan 463 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 2,470,796,000 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Pinnacle Wealth Advisors adalah Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , SPDR S&P 500 ETF (US:SPY) , Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , and Pinnacle Financial Partners, Inc. (US:PNFP) . Posisi baru Pinnacle Wealth Advisors meliputi: Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , SPDR S&P 500 ETF (US:SPY) , Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , and Pinnacle Financial Partners, Inc. (US:PNFP) .

Pinnacle Wealth Advisors - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.35 138.05 5.5873 5.5873
0.22 93.17 3.7710 3.7710
0.54 73.99 2.9945 2.9945
0.26 70.63 2.8586 2.8586
0.66 58.42 2.3645 2.3645
0.60 51.98 2.1037 2.1037
0.18 47.70 1.9305 1.9305
0.01 45.73 1.8507 1.8507
0.28 42.97 1.7392 1.7392
0.74 38.03 1.5390 1.5390
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2021-07-21 untuk periode pelaporan 2021-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.35 138.05 5.5873 5.5873
SPY / SPDR S&P 500 ETF 0.22 93.17 3.7710 3.7710
AAPL / Apple Inc. 0.54 73.99 2.9945 2.9945
MSFT / Microsoft Corporation 0.26 70.63 2.8586 2.8586
PNFP / Pinnacle Financial Partners, Inc. 0.66 58.42 2.3645 2.3645
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.60 51.98 2.1037 2.1037
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.18 47.70 1.9305 1.9305
AMZN / Amazon.com, Inc. 0.01 45.73 1.8507 1.8507
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note 0.28 42.97 1.7392 1.7392
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.74 38.03 1.5390 1.5390
GOOGL / Alphabet Inc. 0.01 35.41 1.4331 1.4331
UNH / UnitedHealth Group Incorporated 0.08 33.67 1.3628 1.3628
V / Visa Inc. 0.14 33.23 1.3448 1.3448
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.11 30.83 1.2478 1.2478
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.37 30.81 1.2468 1.2468
HCA / HCA Healthcare, Inc. 0.14 29.81 1.2065 1.2065
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.53 29.04 1.1752 1.1752
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.50 27.18 1.1001 1.1001
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.17 26.45 1.0706 1.0706
EMR / Emerson Electric Co. 0.26 25.43 1.0290 1.0290
INTC / Intel Corporation 0.44 24.82 1.0045 1.0045
EFA / iShares Trust - iShares MSCI EAFE ETF 0.31 24.34 0.9851 0.9851
PYPL / PayPal Holdings, Inc. 0.08 23.99 0.9710 0.9710
HD / The Home Depot, Inc. 0.07 23.34 0.9448 0.9448
LMT / Lockheed Martin Corporation 0.06 23.26 0.9412 0.9412
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.10 22.79 0.9225 0.9225
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.17 21.97 0.8891 0.8891
ADP / Automatic Data Processing, Inc. 0.11 21.30 0.8620 0.8620
NKE / NIKE, Inc. 0.13 20.70 0.8376 0.8376
AMGN / Amgen Inc. 0.08 20.50 0.8296 0.8296
UPS / United Parcel Service, Inc. 0.09 19.32 0.7818 0.7818
USB / U.S. Bancorp 0.34 19.20 0.7773 0.7773
UNP / Union Pacific Corporation 0.09 18.97 0.7676 0.7676
META / Meta Platforms, Inc. 0.05 17.87 0.7233 0.7233
IWM / iShares Trust - iShares Russell 2000 ETF 0.08 17.73 0.7174 0.7174
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note 0.24 17.58 0.7116 0.7116
HON / Honeywell International Inc. 0.08 17.44 0.7059 0.7059
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.16 17.23 0.6973 0.6973
T / AT&T Inc. 0.59 17.11 0.6924 0.6924
JNJ / Johnson & Johnson 0.10 16.90 0.6839 0.6839
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF 0.33 16.46 0.6660 0.6660
CVX / Chevron Corporation 0.15 15.69 0.6348 0.6348
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.06 15.44 0.6250 0.6250
ABBV / AbbVie Inc. 0.14 15.41 0.6239 0.6239
TFC / Truist Financial Corporation 0.27 15.06 0.6094 0.6094
CVS / CVS Health Corporation 0.18 14.97 0.6058 0.6058
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.11 14.78 0.5983 0.5983
ETN / Eaton Corporation plc 0.10 14.69 0.5944 0.5944
PG / The Procter & Gamble Company 0.11 14.57 0.5896 0.5896
DLR / Digital Realty Trust, Inc. 0.09 14.29 0.5784 0.5784
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.13 14.14 0.5724 0.5724
VZ / Verizon Communications Inc. 0.25 14.10 0.5707 0.5707
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.04 14.06 0.5692 0.5692
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.06 14.01 0.5671 0.5671
DHR / Danaher Corporation 0.05 13.95 0.5647 0.5647
SPGI / S&P Global Inc. 0.03 13.78 0.5578 0.5578
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 0.44 13.67 0.5533 0.5533
VLO / Valero Energy Corporation 0.17 13.52 0.5472 0.5472
XOM / Exxon Mobil Corporation 0.21 13.40 0.5425 0.5425
PEP / PepsiCo, Inc. 0.09 13.34 0.5398 0.5398
C.WSA / Citigroup, Inc. 0.02 13.29 0.5378 0.5378
CMCSA / Comcast Corporation 0.23 13.26 0.5367 0.5367
COF / Capital One Financial Corporation 0.09 13.18 0.5335 0.5335
AZO / AutoZone, Inc. 0.01 12.88 0.5212 0.5212
PFE / Pfizer Inc. 0.32 12.67 0.5128 0.5128
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.11 12.51 0.5062 0.5062
IVV / iShares Trust - iShares Core S&P 500 ETF 0.03 12.30 0.4977 0.4977
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral 0.13 12.12 0.4904 0.4904
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.10 11.84 0.4791 0.4791
MDY / SPDR S&P MidCap 400 ETF Trust 0.02 11.75 0.4756 0.4756
BMO / Bank of Montreal 0.11 11.54 0.4673 0.4673
DUK / Duke Energy Corporation 0.12 11.50 0.4656 0.4656
TJX / The TJX Companies, Inc. 0.16 10.87 0.4399 0.4399
CSCO / Cisco Systems, Inc. 0.21 10.86 0.4397 0.4397
LLY / Eli Lilly and Company 0.05 10.76 0.4354 0.4354
MDT / Medtronic plc 0.09 10.76 0.4354 0.4354
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.04 10.44 0.4223 0.4223
KO / The Coca-Cola Company 0.19 10.20 0.4128 0.4128
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF 0.23 10.14 0.4105 0.4105
DG / Dollar General Corporation 0.05 9.91 0.4010 0.4010
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.11 9.86 0.3990 0.3990
MMM / 3M Company 0.05 9.66 0.3908 0.3908
ORCL / Oracle Corporation 0.12 9.57 0.3874 0.3874
GD / General Dynamics Corporation 0.05 9.49 0.3840 0.3840
BAC.PRB / Bank of America Corporation - Preferred Stock 0.23 9.45 0.3826 0.3826
COST / Costco Wholesale Corporation 0.02 9.38 0.3794 0.3794
DIS / The Walt Disney Company 0.05 9.36 0.3787 0.3787
WY / Weyerhaeuser Company 0.27 9.34 0.3781 0.3781
BRK.B / Berkshire Hathaway Inc. 0.03 9.11 0.3687 0.3687
GM / General Motors Company 0.15 8.90 0.3602 0.3602
KMB / Kimberly-Clark Corporation 0.07 8.80 0.3560 0.3560
AXP / American Express Company 0.05 8.69 0.3517 0.3517
MRK / Merck & Co., Inc. 0.11 8.63 0.3495 0.3495
DOW / Dow Inc. 0.13 8.40 0.3400 0.3400
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.08 8.38 0.3390 0.3390
MDLZ / Mondelez International, Inc. 0.13 8.28 0.3353 0.3353
OMC / Omnicom Group Inc. 0.10 7.86 0.3183 0.3183
QCOM / QUALCOMM Incorporated 0.05 7.74 0.3131 0.3131
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF 0.04 7.38 0.2989 0.2989
CCI / Crown Castle Inc. 0.04 7.32 0.2961 0.2961
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.05 7.26 0.2938 0.2938
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.12 6.78 0.2743 0.2743
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.09 6.74 0.2726 0.2726
DVY / iShares Trust - iShares Select Dividend ETF 0.06 6.57 0.2661 0.2661
DE / Deere & Company 0.02 6.48 0.2623 0.2623
GOOG / Alphabet Inc. 0.00 6.42 0.2597 0.2597
ABT / Abbott Laboratories 0.05 6.06 0.2454 0.2454
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.05 5.99 0.2425 0.2425
PM / Philip Morris International Inc. 0.06 5.85 0.2366 0.2366
CME / CME Group Inc. 0.03 5.74 0.2325 0.2325
MCD / McDonald's Corporation 0.02 5.67 0.2296 0.2296
SO / The Southern Company 0.09 5.63 0.2281 0.2281
IVE / iShares Trust - iShares S&P 500 Value ETF 0.04 5.59 0.2262 0.2262
MCHP / Microchip Technology Incorporated 0.04 5.58 0.2258 0.2258
APD / Air Products and Chemicals, Inc. 0.02 5.58 0.2257 0.2257
NVDA / NVIDIA Corporation 0.01 5.46 0.2209 0.2209
CRM / Salesforce, Inc. 0.02 5.39 0.2180 0.2180
TMO / Thermo Fisher Scientific Inc. 0.01 5.33 0.2156 0.2156
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.05 5.23 0.2116 0.2116
KMX / CarMax, Inc. 0.04 5.12 0.2071 0.2071
TMUS / T-Mobile US, Inc. 0.03 5.00 0.2024 0.2024
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.03 4.95 0.2003 0.2003
BAMH / Brookfield Finance Inc - 4.625% NT REDEEM 16/10/2080 USD 25 0.10 4.86 0.1967 0.1967
WMT / Walmart Inc. 0.03 4.81 0.1948 0.1948
EOG / EOG Resources, Inc. 0.05 4.57 0.1850 0.1850
MO / Altria Group, Inc. 0.10 4.53 0.1833 0.1833
DCUE / Dominion Energy Inc - Units - 2019 Series A 0.06 4.17 0.1689 0.1689
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.08 4.16 0.1684 0.1684
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.10 4.05 0.1638 0.1638
RHI / Robert Half Inc. 0.05 4.04 0.1635 0.1635
WM / Waste Management, Inc. 0.03 4.04 0.1634 0.1634
MCO / Moody's Corporation 0.01 3.89 0.1573 0.1573
BX / Blackstone Inc. 0.04 3.77 0.1526 0.1526
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.07 3.70 0.1498 0.1498
AMT / American Tower Corporation 0.01 3.61 0.1463 0.1463
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.05 3.49 0.1414 0.1414
GLD / SPDR Gold Trust 0.02 3.47 0.1405 0.1405
ECL / Ecolab Inc. 0.02 3.39 0.1372 0.1372
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.05 3.34 0.1353 0.1353
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF 0.04 3.31 0.1338 0.1338
QQQ / Invesco QQQ Trust, Series 1 0.01 3.11 0.1260 0.1260
JLL / Jones Lang LaSalle Incorporated 0.02 3.11 0.1259 0.1259
BMY / Bristol-Myers Squibb Company 0.05 3.05 0.1234 0.1234
MA / Mastercard Incorporated 0.01 3.02 0.1222 0.1222
RF / Regions Financial Corporation 0.15 3.01 0.1217 0.1217
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF 0.03 2.98 0.1208 0.1208
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.05 2.98 0.1206 0.1206
KKR / KKR & Co. Inc. 0.05 2.96 0.1196 0.1196
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.02 2.90 0.1175 0.1175
NHI / National Health Investors, Inc. 0.04 2.85 0.1154 0.1154
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.04 2.83 0.1144 0.1144
CPRT / Copart, Inc. 0.02 2.68 0.1085 0.1085
SBUX / Starbucks Corporation 0.02 2.58 0.1045 0.1045
HHC / Howard Hughes Corporation 0.03 2.55 0.1032 0.1032
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.02 2.54 0.1029 0.1029
IBM / International Business Machines Corporation 0.02 2.53 0.1023 0.1023
CL / Colgate-Palmolive Company 0.03 2.47 0.0999 0.0999
HSTM / HealthStream, Inc. 0.08 2.32 0.0941 0.0941
AEP / American Electric Power Company, Inc. 0.03 2.28 0.0922 0.0922
LOW / Lowe's Companies, Inc. 0.01 2.26 0.0913 0.0913
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.02 2.14 0.0867 0.0867
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.01 2.09 0.0846 0.0846
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.02 2.08 0.0840 0.0840
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.02 1.96 0.0794 0.0794
SHW / The Sherwin-Williams Company 0.01 1.93 0.0779 0.0779
ALL / The Allstate Corporation 0.01 1.89 0.0765 0.0765
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.05 1.88 0.0763 0.0763
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.02 1.88 0.0761 0.0761
RTX / RTX Corporation 0.02 1.85 0.0751 0.0751
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.02 1.78 0.0720 0.0720
NFLX / Netflix, Inc. 0.00 1.78 0.0720 0.0720
ADBE / Adobe Inc. 0.00 1.74 0.0705 0.0705
RY.PRT / Royal Bank of Canada, 6.75% Dep Shares Fixed/Float Non-cum Preferred Shares C-2 0.02 1.72 0.0695 0.0695
GIS / General Mills, Inc. 0.03 1.71 0.0691 0.0691
TXN / Texas Instruments Incorporated 0.01 1.70 0.0689 0.0689
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral 0.03 1.68 0.0681 0.0681
CAT / Caterpillar Inc. 0.01 1.65 0.0668 0.0668
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.01 1.62 0.0656 0.0656
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 1.59 0.0643 0.0643
CHRW / C.H. Robinson Worldwide, Inc. 0.02 1.58 0.0641 0.0641
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.02 1.56 0.0631 0.0631
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.03 1.51 0.0612 0.0612
APO / Apollo Global Management, Inc. 0.02 1.49 0.0604 0.0604
CTAS / Cintas Corporation 0.00 1.47 0.0595 0.0595
NHC / National HealthCare Corporation 0.02 1.46 0.0590 0.0590
NSC / Norfolk Southern Corporation 0.01 1.45 0.0585 0.0585
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.03 1.42 0.0575 0.0575
LNC / Lincoln National Corporation 0.02 1.42 0.0575 0.0575
TGT / Target Corporation 0.01 1.41 0.0569 0.0569
STZ / Constellation Brands, Inc. 0.01 1.40 0.0566 0.0566
AFL / Aflac Incorporated 0.03 1.34 0.0544 0.0544
FDX / FedEx Corporation 0.00 1.33 0.0537 0.0537
SYK / Stryker Corporation 0.01 1.30 0.0528 0.0528
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.03 1.30 0.0000
CLX / The Clorox Company 0.01 1.29 0.0522 0.0522
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.01 1.27 0.0514 0.0514
TRV / The Travelers Companies, Inc. 0.01 1.26 0.0509 0.0509
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.01 1.24 0.0500 0.0500
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.01 1.23 0.0499 0.0499
IAU / iShares Gold Trust 0.04 1.23 0.0000
SYY / Sysco Corporation 0.02 1.22 0.0495 0.0495
GS.PRJ / Goldman Sachs Group, 5.50% Dep Shares Fixd/Float Non-Cumul Preferred Stock Ser J 0.00 1.21 0.0489 0.0489
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 1.17 0.0475 0.0475
/ Vanguard Russell 1000 Value 0.02 1.16 0.0469 0.0469
KMI / Kinder Morgan, Inc. 0.06 1.15 0.0467 0.0467
CSX / CSX Corporation 0.01 1.15 0.0467 0.0467
PAYX / Paychex, Inc. 0.01 1.15 0.0465 0.0465
NOC / Northrop Grumman Corporation 0.00 1.13 0.0456 0.0456
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.05 1.09 0.0442 0.0442
PXD / Pioneer Natural Resources Company 0.01 1.08 0.0435 0.0435
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.02 1.05 0.0425 0.0425
WFC / Wells Fargo & Company 0.02 1.05 0.0423 0.0423
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 1.00 0.0404 0.0404
ACN / Accenture plc 0.00 1.00 0.0404 0.0404
SLB / Schlumberger Limited 0.03 1.00 0.0404 0.0404
WMB / The Williams Companies, Inc. 0.03 0.92 0.0372 0.0372
LIN / Linde plc 0.00 0.92 0.0371 0.0371
PH / Parker-Hannifin Corporation 0.00 0.90 0.0363 0.0363
ASMLF / ASML Holding N.V. 0.00 0.89 0.0361 0.0361
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.01 0.87 0.0353 0.0353
CB / Chubb Limited 0.01 0.87 0.0353 0.0353
STWD / Starwood Property Trust, Inc. 0.03 0.85 0.0344 0.0344
FBHS / Fortune Brands Home & Security Inc 0.01 0.85 0.0343 0.0343
WPC / W. P. Carey Inc. 0.01 0.84 0.0340 0.0340
EOS / Eaton Vance Enhanced Equity Income Fund II 0.04 0.84 0.0338 0.0338
SON / Sonoco Products Company 0.01 0.83 0.0336 0.0336
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.01 0.83 0.0335 0.0335
LUV / Southwest Airlines Co. 0.02 0.81 0.0329 0.0329
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 0.04 0.79 0.0318 0.0318
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.02 0.78 0.0316 0.0316
INTU / Intuit Inc. 0.00 0.78 0.0314 0.0314
CMG / Chipotle Mexican Grill, Inc. 0.00 0.76 0.0309 0.0309
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.76 0.0308 0.0308
BXMT / Blackstone Mortgage Trust, Inc. 0.02 0.75 0.0302 0.0302
ENBBF / Enbridge Inc - FR PRF PERPETUAL USD 25 - Ser J 0.02 0.74 0.0298 0.0298
LULU / lululemon athletica inc. 0.00 0.73 0.0295 0.0295
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.02 0.71 0.0289 0.0289
FTNT / Fortinet, Inc. 0.00 0.71 0.0287 0.0287
PNC / The PNC Financial Services Group, Inc. 0.00 0.70 0.0285 0.0285
GE / General Electric Company 0.05 0.70 0.0285 0.0285
NOW / ServiceNow, Inc. 0.00 0.70 0.0285 0.0285
SNY / Sanofi - Depositary Receipt (Common Stock) 0.01 0.68 0.0276 0.0276
IYR / iShares Trust - iShares U.S. Real Estate ETF 0.01 0.67 0.0270 0.0270
BKNG / Booking Holdings Inc. 0.00 0.67 0.0269 0.0269
ANTM / Anthem Inc 0.00 0.66 0.0268 0.0268
GPC / Genuine Parts Company 0.01 0.64 0.0259 0.0259
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 0.64 0.0257 0.0257
IYY / iShares Trust - iShares Dow Jones U.S. ETF 0.01 0.64 0.0257 0.0257
XYL / Xylem Inc. 0.01 0.63 0.0255 0.0255
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.02 0.63 0.0254 0.0254
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF 0.01 0.62 0.0253 0.0253
CM / Canadian Imperial Bank of Commerce 0.01 0.62 0.0251 0.0251
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 0.62 0.0250 0.0250
HSY / The Hershey Company 0.00 0.61 0.0248 0.0248
BA / The Boeing Company 0.00 0.61 0.0247 0.0247
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock) 0.01 0.61 0.0246 0.0246
AVGO / Broadcom Inc. 0.00 0.58 0.0234 0.0234
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 0.58 0.0234 0.0234
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF 0.01 0.57 0.0229 0.0229
COP / ConocoPhillips 0.01 0.57 0.0229 0.0229
HRL / Hormel Foods Corporation 0.01 0.56 0.0225 0.0225
GSK / GSK plc - Depositary Receipt (Common Stock) 0.01 0.55 0.0221 0.0221
PODD / Insulet Corporation 0.00 0.51 0.0204 0.0204
DELL / Dell Technologies Inc. 0.00 0.49 0.0198 0.0198
EL / The Estée Lauder Companies Inc. 0.00 0.48 0.0196 0.0196
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF 0.01 0.48 0.0195 0.0195
ROP / Roper Technologies, Inc. 0.00 0.48 0.0193 0.0193
DOW / Dow Inc. 0.01 0.47 0.0190 0.0190
ALGN / Align Technology, Inc. 0.00 0.47 0.0189 0.0189
30064K105 / Exacttarget, Inc. 0.04 0.46 0.0187 0.0187
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.02 0.45 0.0182 0.0182
ARCC / Ares Capital Corporation 0.02 0.44 0.0179 0.0179
J / Jacobs Solutions Inc. 0.00 0.44 0.0177 0.0177
AEE / Ameren Corporation 0.01 0.44 0.0177 0.0177
WBA / Walgreens Boots Alliance, Inc. 0.01 0.44 0.0177 0.0177
PSX / Phillips 66 0.01 0.44 0.0176 0.0176
ATO / Atmos Energy Corporation 0.00 0.44 0.0176 0.0176
IBB / iShares Trust - iShares Biotechnology ETF 0.00 0.43 0.0176 0.0176
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF 0.00 0.43 0.0175 0.0175
LHX / L3Harris Technologies, Inc. 0.00 0.43 0.0175 0.0175
BRK.A / Berkshire Hathaway Inc. 0.00 0.42 0.0170 0.0170
FISV / Fiserv, Inc. 0.00 0.42 0.0168 0.0168
MS / Morgan Stanley 0.00 0.42 0.0168 0.0168
PGR / The Progressive Corporation 0.00 0.41 0.0166 0.0166
YETI / YETI Holdings, Inc. 0.00 0.41 0.0165 0.0165
TRP / TC Energy Corporation 0.01 0.40 0.0164 0.0164
JKHY / Jack Henry & Associates, Inc. 0.00 0.40 0.0164 0.0164
ICE / Intercontinental Exchange, Inc. 0.00 0.40 0.0163 0.0163
VMC / Vulcan Materials Company 0.00 0.39 0.0159 0.0159
MPWR / Monolithic Power Systems, Inc. 0.00 0.39 0.0159 0.0159
PFH / Prudential Financial, Inc. - Corporate Bond/Note 0.00 0.39 0.0157 0.0157
TREX / Trex Company, Inc. 0.00 0.38 0.0154 0.0154
EPAM / EPAM Systems, Inc. 0.00 0.37 0.0151 0.0151
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 0.36 0.0147 0.0147
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.00 0.36 0.0147 0.0147
RNG / RingCentral, Inc. 0.00 0.36 0.0145 0.0145
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.00 0.35 0.0143 0.0143
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 0.35 0.0140 0.0140
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.33 0.0135 0.0135
GLOB / Globant S.A. 0.00 0.33 0.0135 0.0135
C / Citigroup Inc. 0.00 0.33 0.0134 0.0134
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 0.33 0.0134 0.0134
FRPT / Freshpet, Inc. 0.00 0.32 0.0131 0.0131
ENPH / Enphase Energy, Inc. 0.00 0.32 0.0130 0.0130
GNRC / Generac Holdings Inc. 0.00 0.32 0.0129 0.0129
TYL / Tyler Technologies, Inc. 0.00 0.31 0.0126 0.0126
PGNY / Progyny, Inc. 0.01 0.31 0.0125 0.0125
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund 0.00 0.31 0.0125 0.0125
ETSY / Etsy, Inc. 0.00 0.31 0.0124 0.0124
LHCG / LHC Group Inc 0.00 0.30 0.0123 0.0123
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF 0.00 0.30 0.0121 0.0121
OLED / Universal Display Corporation 0.00 0.30 0.0121 0.0121
NEO / NeoGenomics, Inc. 0.01 0.29 0.0119 0.0119
ITW / Illinois Tool Works Inc. 0.00 0.29 0.0118 0.0118
F / Ford Motor Company 0.02 0.29 0.0117 0.0117
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.01 0.29 0.0116 0.0116
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.00 0.28 0.0112 0.0112
VEEV / Veeva Systems Inc. 0.00 0.27 0.0110 0.0110
FND / Floor & Decor Holdings, Inc. 0.00 0.27 0.0110 0.0110
ZTS / Zoetis Inc. 0.00 0.27 0.0108 0.0108
HUM / Humana Inc. 0.00 0.27 0.0108 0.0108
IAT / iShares Trust - iShares U.S. Regional Banks ETF 0.00 0.26 0.0106 0.0106
CHGG / Chegg, Inc. 0.00 0.26 0.0106 0.0106
SKOR / FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 0.00 0.26 0.0105 0.0105
FIVE / Five Below, Inc. 0.00 0.26 0.0103 0.0103
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.01 0.26 0.0103 0.0103
WMS / Advanced Drainage Systems, Inc. 0.00 0.25 0.0103 0.0103
ESI / Element Solutions Inc 0.01 0.25 0.0103 0.0103
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 0.25 0.0103 0.0103
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF 0.00 0.25 0.0102 0.0102
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.00 0.25 0.0102 0.0102
SCCO / Southern Copper Corporation 0.00 0.25 0.0101 0.0101
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF 0.01 0.24 0.0099 0.0099
UNM / Unum Group 0.01 0.24 0.0099 0.0099
GNL / Global Net Lease, Inc. 0.01 0.24 0.0099 0.0099
ITT / ITT Inc. 0.00 0.24 0.0097 0.0097
XEC / Cimarex Energy Co. 0.00 0.24 0.0097 0.0097
THO / THOR Industries, Inc. 0.00 0.24 0.0096 0.0096
DHI / D.R. Horton, Inc. 0.00 0.24 0.0096 0.0096
CARR / Carrier Global Corporation 0.00 0.24 0.0096 0.0096
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.00 0.24 0.0096 0.0096
HLNE / Hamilton Lane Incorporated 0.00 0.23 0.0094 0.0094
MSI / Motorola Solutions, Inc. 0.00 0.23 0.0094 0.0094
RH / RH 0.00 0.23 0.0094 0.0094
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF 0.00 0.23 0.0093 0.0093
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 0.00 0.23 0.0091 0.0091
FOCS / Focus Financial Partners Inc - Class A 0.00 0.22 0.0091 0.0091
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF 0.00 0.22 0.0089 0.0089
AMP / Ameriprise Financial, Inc. 0.00 0.22 0.0089 0.0089
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 0.22 0.0089 0.0089
OKE / ONEOK, Inc. 0.00 0.21 0.0087 0.0087
BSX / Boston Scientific Corporation 0.00 0.21 0.0086 0.0086
MCK / McKesson Corporation 0.00 0.21 0.0083 0.0083
NKLA / Nikola Corporation 0.01 0.20 0.0082 0.0082
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.01 0.20 0.0081 0.0081
YUMC / Yum China Holdings, Inc. 0.00 0.19 0.0078 0.0078
IP / International Paper Company 0.00 0.18 0.0072 0.0072
ADM / Archer-Daniels-Midland Company 0.00 0.18 0.0072 0.0072
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund 0.01 0.17 0.0070 0.0070
MRNA / Moderna, Inc. 0.00 0.16 0.0064 0.0064
CLR / Continental Resources Inc (OKLA) 0.00 0.16 0.0064 0.0064
GAN / GAN Limited 0.01 0.14 0.0058 0.0058
BSL / Blackstone Senior Floating Rate 2027 Term Fund 0.01 0.14 0.0057 0.0057
SGRY / Surgery Partners, Inc. 0.00 0.13 0.0054 0.0054
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.00 0.12 0.0049 0.0049
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 0.11 0.0045 0.0045
JHAA / Nuveen Corporate Income 2023 Target Term Fund 0.01 0.11 0.0045 0.0045
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 0.10 0.0041 0.0041
TPR / Tapestry, Inc. 0.00 0.10 0.0041 0.0041
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.00 0.10 0.0040 0.0040
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 0.10 0.0039 0.0039
ATO / Atmos Energy Corporation 0.00 0.10 0.0000
ED / Consolidated Edison, Inc. 0.00 0.09 0.0036 0.0036
MPC / Marathon Petroleum Corporation 0.00 0.09 0.0036 0.0036
FTV / Fortive Corporation 0.00 0.08 0.0034 0.0034
PPT / Putnam Premier Income Trust 0.02 0.08 0.0034 0.0034
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 0.07 0.0028 0.0028
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.00 0.07 0.0027 0.0027
CINF / Cincinnati Financial Corporation 0.00 0.07 0.0027 0.0027
TWO / Two Harbors Investment Corp. 0.01 0.07 0.0026 0.0026
AN / AutoNation, Inc. 0.00 0.06 0.0025 0.0025
RHP / Ryman Hospitality Properties, Inc. 0.00 0.06 0.0025 0.0025
SLV / iShares Silver Trust 0.00 0.06 0.0025 0.0025
MHD / BlackRock MuniHoldings Fund, Inc. 0.00 0.06 0.0024 0.0024
NBB / Nuveen Taxable Municipal Income Fund 0.00 0.06 0.0024 0.0024
TTD / The Trade Desk, Inc. 0.00 0.06 0.0023 0.0023
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 0.06 0.0022 0.0022
MIC / Macquarie Infrastructure Holdings LLC - Units 0.00 0.06 0.0022 0.0022
MYI / BlackRock MuniYield Quality Fund III, Inc. 0.00 0.06 0.0022 0.0022
ONB / Old National Bancorp 0.00 0.05 0.0022 0.0022
HCC / Warrior Met Coal, Inc. 0.00 0.05 0.0021 0.0021
SRC / Spirit Realty Capital, Inc. 0.00 0.05 0.0021 0.0021
CRL / Charles River Laboratories International, Inc. 0.00 0.05 0.0020 0.0020
PLD / Prologis, Inc. 0.00 0.05 0.0020 0.0020
SJI / South Jersey Industries Inc. 0.00 0.05 0.0020 0.0020
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF 0.00 0.05 0.0019 0.0019
HGH / Hartford Financial Services Group Inc. - FXDFR DB REDEEM 15/04/2042 USD 25 0.00 0.04 0.0018 0.0018
FITB / Fifth Third Bancorp 0.00 0.04 0.0018 0.0018
EW / Edwards Lifesciences Corporation 0.00 0.04 0.0018 0.0018
NVG / Nuveen AMT-Free Municipal Credit Income Fund 0.00 0.04 0.0018 0.0018
TT / Trane Technologies plc 0.00 0.04 0.0018 0.0018
AGR / Avangrid, Inc. 0.00 0.04 0.0017 0.0017
US64966K3P60 / iShares NYSE Composite Index Fund 0.00 0.04 0.0017 0.0017
MTN / Vail Resorts, Inc. 0.00 0.04 0.0016 0.0016
FBK / FB Financial Corporation 0.00 0.04 0.0015 0.0015
PPG / PPG Industries, Inc. 0.00 0.04 0.0015 0.0015
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 0.04 0.0015 0.0015
NNN / NNN REIT, Inc. 0.00 0.04 0.0015 0.0015
UA / Under Armour, Inc. 0.00 0.04 0.0015 0.0015
KEY / KeyCorp 0.00 0.04 0.0015 0.0015
AON / Aon plc 0.00 0.04 0.0014 0.0014
BCEXF / BCE Inc. - Preferred Stock 0.00 0.03 0.0013 0.0013
IGR / CBRE Global Real Estate Income Fund 0.00 0.03 0.0013 0.0013
EQIX / Equinix, Inc. 0.00 0.03 0.0013 0.0013
PCI / PGIM ETF Trust - PGIM Corporate Bond 5-10 Year ETF 0.00 0.03 0.0013 0.0013
NXPI / NXP Semiconductors N.V. 0.00 0.03 0.0013 0.0013
BGB / Blackstone Strategic Credit 2027 Term Fund 0.00 0.03 0.0013 0.0013
MELI / MercadoLibre, Inc. 0.00 0.03 0.0013 0.0013
AWK / American Water Works Company, Inc. 0.00 0.03 0.0012 0.0012
EXPE / Expedia Group, Inc. 0.00 0.03 0.0012 0.0012
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.00 0.03 0.0011 0.0011
CFIN / Citizens Financial Corporation 0.00 0.03 0.0011 0.0011
AMAT / Applied Materials, Inc. 0.00 0.03 0.0011 0.0011
TRU / TransUnion 0.00 0.03 0.0011 0.0011
ODFL / Old Dominion Freight Line, Inc. 0.00 0.03 0.0011 0.0011
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 0.03 0.0011 0.0011
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund 0.00 0.03 0.0011 0.0011
SYF / Synchrony Financial 0.00 0.03 0.0011 0.0011
MET / MetLife, Inc. 0.00 0.03 0.0011 0.0011
ETR / Entergy Corporation 0.00 0.03 0.0011 0.0011
TWTR / Twitter Inc 0.00 0.03 0.0010 0.0010
ALLY / Ally Financial Inc. 0.00 0.03 0.0010 0.0010
ES / Eversource Energy 0.00 0.02 0.0010 0.0010
PLTR / Palantir Technologies Inc. 0.00 0.02 0.0010 0.0010
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund 0.00 0.02 0.0009 0.0009
BAMR / Brookfield Reinsurance Ltd (Exchangeable Shares, Sub Voting) - Class A 0.00 0.02 0.0009 0.0009
EBAY / eBay Inc. 0.00 0.02 0.0009 0.0009
LYFT / Lyft, Inc. 0.00 0.02 0.0008 0.0008
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.00 0.02 0.0008 0.0008
AMPH / Amphastar Pharmaceuticals, Inc. 0.00 0.02 0.0008 0.0008
EXC / Exelon Corporation 0.00 0.02 0.0008 0.0008
KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 0.00 0.02 0.0008 0.0008
BAX / Baxter International Inc. 0.00 0.02 0.0008 0.0008
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF 0.00 0.02 0.0008 0.0008
HTA / Healthcare Realty Trust Inc - Class A 0.00 0.02 0.0007 0.0007
DISCA / Discovery Inc - Class A 0.00 0.02 0.0007 0.0007
VNT / Vontier Corporation 0.00 0.02 0.0006 0.0006
SMMF / Summit Financial Group, Inc. 0.00 0.02 0.0006 0.0006
OTIS / Otis Worldwide Corporation 0.00 0.02 0.0006 0.0006
WEC / WEC Energy Group, Inc. 0.00 0.01 0.0006 0.0006
SSB / SouthState Corporation 0.00 0.01 0.0006 0.0006
JFR / Nuveen Floating Rate Income Fund 0.00 0.01 0.0005 0.0005
VTRS / Viatris Inc. 0.00 0.01 0.0005 0.0005
DBL / DoubleLine Opportunistic Credit Fund 0.00 0.01 0.0003 0.0003
FLO / Flowers Foods, Inc. 0.00 0.01 0.0002 0.0002
NJR / New Jersey Resources Corporation 0.00 0.00 0.0002 0.0002
CHD / Church & Dwight Co., Inc. 0.00 0.00 0.0002 0.0002
LBTYK / Liberty Global Ltd. 0.00 0.00 0.0001 0.0001
O / Realty Income Corporation 0.00 0.00 0.0001 0.0001
BKH / Black Hills Corporation 0.00 0.00 0.0001 0.0001
OGN / Organon & Co. 0.00 0.00 0.0000 0.0000
GILD / Gilead Sciences, Inc. 0.00 0.00 0.0000 0.0000
NUE / Nucor Corporation 0.00 0.00 0.0000 0.0000