Basic Stats
Portfolio Value $ 1,413,190
Current Positions 251
Latest Holdings, Performance, AUM (from 13F, 13D)

Appleton Partners Inc/ma has disclosed 251 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 1,413,190 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Appleton Partners Inc/ma’s top holdings are Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (US:GSLC) , Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (US:SCHX) , and Amazon.com, Inc. (US:AMZN) . Appleton Partners Inc/ma’s new positions include Spotify Technology S.A. (US:SPOT) , Broadstone Net Lease, Inc. (US:BNL) , iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF (US:EEMV) , First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF (US:FPE) , and SpartanNash Company (US:SPTN) .

Appleton Partners Inc/ma - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.01 0.01 0.8236 0.7474
0.01 0.01 0.7017 0.7017
0.14 0.04 2.6403 0.6742
0.05 0.03 1.7961 0.6360
0.12 0.06 4.1641 0.6158
0.02 0.02 1.6039 0.3342
0.03 0.02 1.7030 0.2817
0.02 0.00 0.2591 0.2591
0.09 0.01 0.9532 0.2494
0.02 0.01 0.7862 0.1951
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.35 0.07 5.0721 -1.0112
0.03 0.01 0.9902 -0.3895
0.05 0.02 1.1122 -0.3822
0.27 0.02 1.6359 -0.3357
0.46 0.02 1.6516 -0.2352
0.08 0.03 2.1232 -0.2322
0.05 0.02 1.0938 -0.1993
0.08 0.01 0.8929 -0.1645
0.06 0.02 1.6599 -0.1552
0.44 0.01 0.9642 -0.1543
13F and Fund Filings

This form was filed on 2025-07-22 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
AAPL / Apple Inc. 0.35 -1.42 0.07 -8.97 5.0721 -1.0112
MSFT / Microsoft Corporation 0.12 -3.28 0.06 28.89 4.1641 0.6158
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.43 -1.16 0.05 10.64 3.6876 -0.0075
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 1.86 -1.81 0.05 9.76 3.2242 -0.0156
AMZN / Amazon.com, Inc. 0.18 -2.46 0.04 11.43 2.8075 0.0815
JPM / JPMorgan Chase & Co. 0.13 -7.30 0.04 8.82 2.6478 0.0086
AVGO / Broadcom Inc. 0.14 -10.92 0.04 48.00 2.6403 0.6742
V / Visa Inc. 0.08 -2.83 0.03 0.00 2.1232 -0.2322
GOOG / Alphabet Inc. 0.15 0.29 0.03 12.50 1.9420 0.0796
GEV / GE Vernova Inc. 0.05 -2.45 0.03 66.67 1.7961 0.6360
META / Meta Platforms, Inc. 0.03 2.18 0.02 33.33 1.7030 0.2817
HD / The Home Depot, Inc. 0.06 -0.17 0.02 0.00 1.6599 -0.1552
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.46 -4.50 0.02 -4.17 1.6516 -0.2352
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.27 -0.16 0.02 -8.00 1.6359 -0.3357
NFLX / Netflix, Inc. 0.02 -3.93 0.02 37.50 1.6039 0.3342
MS / Morgan Stanley 0.15 0.11 0.02 16.67 1.5440 0.1489
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.86 0.37 0.02 12.50 1.3426 0.0352
ICE / Intercontinental Exchange, Inc. 0.10 0.62 0.02 6.25 1.2578 -0.0257
INTU / Intuit Inc. 0.02 -7.60 0.02 21.43 1.2306 0.0968
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 0.43 0.18 0.02 13.33 1.2204 0.0246
MU / Micron Technology, Inc. 0.14 -10.92 0.02 30.77 1.2037 0.1633
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.26 0.94 0.02 7.14 1.1202 0.0306
BRK.B / Berkshire Hathaway Inc. 0.03 23.78 0.02 15.38 1.1156 0.0364
UNH / UnitedHealth Group Incorporated 0.05 36.45 0.02 -21.05 1.1122 -0.3822
AJG / Arthur J. Gallagher & Co. 0.05 -0.38 0.02 -6.25 1.0938 -0.1993
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.26 0.16 0.01 0.00 1.0477 -0.1005
BX / Blackstone Inc. 0.10 0.33 0.01 7.69 1.0316 -0.0176
TMO / Thermo Fisher Scientific Inc. 0.03 -3.80 0.01 -23.53 0.9902 -0.3895
WELL / Welltower Inc. 0.09 9.56 0.01 8.33 0.9728 0.0063
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.44 -5.88 0.01 -7.14 0.9642 -0.1543
NVDA / NVIDIA Corporation 0.09 1.47 0.01 44.44 0.9532 0.2494
VRSK / Verisk Analytics, Inc. 0.04 -3.20 0.01 0.00 0.9418 -0.0734
SPY / SPDR S&P 500 ETF 0.02 -2.96 0.01 8.33 0.9255 -0.0175
ROP / Roper Technologies, Inc. 0.02 0.35 0.01 -7.69 0.9087 -0.1199
ZTS / Zoetis Inc. 0.08 -2.63 0.01 -7.69 0.8929 -0.1645
BKNG / Booking Holdings Inc. 0.00 -4.14 0.01 20.00 0.8922 0.0834
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.16 10.23 0.01 33.33 0.8721 0.1519
SHW / The Sherwin-Williams Company 0.03 -0.06 0.01 -8.33 0.8368 -0.0931
SYK / Stryker Corporation 0.03 1.31 0.01 10.00 0.8261 -0.0118
NOW / ServiceNow, Inc. 0.01 814.46 0.01 0.8236 0.7474
DIS / The Walt Disney Company 0.09 -4.30 0.01 22.22 0.8234 0.0756
CMG / Chipotle Mexican Grill, Inc. 0.21 0.23 0.01 10.00 0.8216 0.0211
DHR / Danaher Corporation 0.06 -3.57 0.01 -8.33 0.7933 -0.1391
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.44 -1.61 0.01 10.00 0.7902 -0.0221
CW / Curtiss-Wright Corporation 0.02 -5.67 0.01 57.14 0.7862 0.1951
RSG / Republic Services, Inc. 0.04 -5.91 0.01 -9.09 0.7574 -0.1058
NOC / Northrop Grumman Corporation 0.02 2.57 0.01 0.00 0.7568 -0.0684
COST / Costco Wholesale Corporation 0.01 -4.04 0.01 0.00 0.7312 -0.0639
MRVL / Marvell Technology, Inc. 0.13 -11.95 0.01 11.11 0.7295 0.0098
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.06 -3.65 0.01 -9.09 0.7182 -0.1525
SPOT / Spotify Technology S.A. 0.01 0.01 0.7017 0.7017
VMC / Vulcan Materials Company 0.04 -0.47 0.01 12.50 0.6722 0.0124
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0.28 2.19 0.01 0.00 0.6682 -0.0387
IBB / iShares Trust - iShares Biotechnology ETF 0.07 -5.73 0.01 -10.00 0.6615 -0.1132
WCN / Waste Connections, Inc. 0.05 0.85 0.01 0.00 0.6581 -0.0869
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.09 0.90 0.01 12.50 0.6492 -0.0323
CSU N / Constellation Software Inc. 0.00 -1.00 0.01 28.57 0.6422 0.0310
GOOG / Alphabet Inc. 0.05 -5.57 0.01 12.50 0.6420 -0.0095
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.18 -0.08 0.01 14.29 0.5863 -0.0278
EVR / Evercore Inc. 0.03 -13.14 0.01 33.33 0.5805 0.0406
PANW / Palo Alto Networks, Inc. 0.04 -2.02 0.01 16.67 0.5534 0.0391
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.30 4.29 0.01 0.00 0.5513 -0.0247
ADSK / Autodesk, Inc. 0.03 0.79 0.01 16.67 0.5485 0.0459
MNST / Monster Beverage Corporation 0.12 -1.33 0.01 0.00 0.5330 -0.0182
ABBV / AbbVie Inc. 0.04 5.33 0.01 0.00 0.5220 -0.0890
LMT / Lockheed Martin Corporation 0.02 -2.17 0.01 0.00 0.5103 -0.0392
JNJ / Johnson & Johnson 0.05 -2.22 0.01 0.00 0.5078 -0.1080
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.13 2.96 0.01 0.00 0.4578 -0.0173
WMT / Walmart Inc. 0.07 -3.97 0.01 0.00 0.4554 -0.0096
PEP / PepsiCo, Inc. 0.05 -4.98 0.01 -14.29 0.4533 -0.1383
TJX / The TJX Companies, Inc. 0.05 -4.21 0.01 -16.67 0.4224 -0.0526
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.11 -7.47 0.01 -16.67 0.4072 -0.0727
MCD / McDonald's Corporation 0.02 -5.81 0.01 0.00 0.3658 -0.0877
AMT / American Tower Corporation 0.02 -4.36 0.00 0.00 0.3385 -0.0421
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.06 -0.76 0.00 0.00 0.3380 -0.0212
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0.13 -0.85 0.00 0.00 0.3337 -0.0336
CME / CME Group Inc. 0.02 -1.46 0.00 0.00 0.3127 -0.0208
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock) 0.04 -7.53 0.00 -20.00 0.3107 -0.1220
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.21 0.48 0.00 0.00 0.3104 -0.0325
IWM / iShares Trust - iShares Russell 2000 ETF 0.02 -2.48 0.00 33.33 0.2887 -0.0101
PFFD / Global X Funds - Global X U.S. Preferred ETF 0.21 -5.72 0.00 0.00 0.2857 -0.0489
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF 0.05 -2.59 0.00 33.33 0.2853 0.0194
GS / The Goldman Sachs Group, Inc. 0.01 -1.71 0.00 0.00 0.2729 0.0389
HSY / The Hershey Company 0.02 -0.61 0.00 0.00 0.2697 -0.0357
COF / Capital One Financial Corporation 0.02 0.00 0.2591 0.2591
COMB / GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 0.17 1.57 0.00 0.00 0.2553 -0.0285
LLY / Eli Lilly and Company 0.00 -1.32 0.00 0.00 0.2551 -0.0440
CTAS / Cintas Corporation 0.02 -3.37 0.00 0.00 0.2438 -0.0103
DGX / Quest Diagnostics Incorporated 0.02 137.72 0.00 200.00 0.2434 0.1380
XOM / Exxon Mobil Corporation 0.03 -4.70 0.00 0.00 0.2390 -0.0631
IVV / iShares Trust - iShares Core S&P 500 ETF 0.01 8.87 0.00 50.00 0.2373 0.0219
CRH / CRH plc 0.04 -5.92 0.00 0.00 0.2373 -0.0266
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 -0.20 0.00 50.00 0.2182 0.0235
BR / Broadridge Financial Solutions, Inc. 0.01 -5.20 0.00 0.00 0.2175 -0.0325
ROL / Rollins, Inc. 0.05 2.11 0.00 50.00 0.2162 -0.0052
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.15 0.09 0.00 0.00 0.2160 -0.0172
NTDOY / Nintendo Co., Ltd. - Depositary Receipt (Common Stock) 0.13 -3.29 0.00 50.00 0.2149 0.0414
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF 0.13 1.49 0.00 50.00 0.2136 -0.0126
WSO / Watsco, Inc. 0.01 -1.25 0.00 -33.33 0.2099 -0.0573
MDT / Medtronic plc 0.03 -6.00 0.00 -33.33 0.2023 -0.0400
EFA / iShares Trust - iShares MSCI EAFE ETF 0.03 -1.27 0.00 0.00 0.1995 -0.0022
APD / Air Products and Chemicals, Inc. 0.01 0.00 0.1939 0.1939
TEL / TE Connectivity plc 0.02 0.77 0.00 0.00 0.1935 0.0178
ADP / Automatic Data Processing, Inc. 0.01 -2.33 0.00 0.00 0.1735 -0.0187
GLW / Corning Incorporated 0.04 4.37 0.00 100.00 0.1634 0.0146
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.04 -1.11 0.00 0.00 0.1580 0.0024
SYY / Sysco Corporation 0.03 -4.94 0.00 0.00 0.1579 -0.0219
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.07 -1.42 0.00 100.00 0.1526 0.0077
EQIX / Equinix, Inc. 0.00 -3.33 0.00 0.00 0.1502 -0.0237
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.02 -1.13 0.00 100.00 0.1482 -0.0032
BAC / Bank of America Corporation 0.04 -7.11 0.00 0.00 0.1381 -0.0051
ABT / Abbott Laboratories 0.01 -2.40 0.00 0.00 0.1356 -0.0124
DD / DuPont de Nemours, Inc. 0.03 -9.56 0.00 -50.00 0.1272 -0.0400
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 -0.53 0.00 0.00 0.1228 -0.0018
AMGN / Amgen Inc. 0.01 -6.06 0.00 -50.00 0.1219 -0.0362
CSCO / Cisco Systems, Inc. 0.02 7.43 0.00 0.00 0.1025 0.0099
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.02 -4.11 0.00 0.00 0.0992 -0.0027
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -12.53 0.00 0.00 0.0984 -0.0020
ADBE / Adobe Inc. 0.00 -3.00 0.00 0.00 0.0964 -0.0112
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.03 35.29 0.00 0.0963 0.0251
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -0.80 0.00 0.00 0.0935 0.0060
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 -6.05 0.00 0.00 0.0932 -0.0044
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.01 0.70 0.00 0.00 0.0927 0.0034
1VRSN / VeriSign, Inc. 0.00 -1.11 0.00 0.00 0.0911 0.0027
QQQ / Invesco QQQ Trust, Series 1 0.00 -12.98 0.00 0.00 0.0906 -0.0060
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.02 -0.27 0.00 0.00 0.0896 -0.0037
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 -0.11 0.00 0.00 0.0893 0.0020
APH / Amphenol Corporation 0.01 -7.59 0.00 0.0871 0.0187
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.55 0.00 0.00 0.0867 0.0015
CMCSA / Comcast Corporation 0.03 459.02 0.00 0.0854 0.0682
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF 0.01 -8.25 0.00 0.00 0.0851 -0.0209
NKE / NIKE, Inc. 0.02 377.31 0.00 0.0814 0.0648
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 0.02 -4.37 0.00 0.00 0.0795 -0.0110
KO / The Coca-Cola Company 0.02 0.49 0.00 0.00 0.0773 -0.0077
GE / General Electric Company 0.00 -1.73 0.00 0.0764 0.0103
GLD / SPDR Gold Trust 0.00 18.16 0.00 0.0730 0.0093
ORCL / Oracle Corporation 0.00 -14.58 0.00 0.0720 0.0131
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.02 -2.81 0.00 0.0709 -0.0041
IBM / International Business Machines Corporation 0.00 -6.50 0.00 0.0684 0.0010
WFC / Wells Fargo & Company 0.01 -0.81 0.00 0.0625 0.0009
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.02 -1.10 0.00 0.0613 -0.0000
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.01 0.00 0.00 0.0611 0.0046
QEMM / SPDR Index Shares Funds - SPDR MSCI Emerging Markets StrategicFactors ETF 0.01 -8.35 0.00 0.0599 -0.0054
DVY / iShares Trust - iShares Select Dividend ETF 0.01 0.00 0.00 0.0581 -0.0060
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -25.81 0.00 -100.00 0.0577 -0.0222
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.01 -1.81 0.00 0.0574 -0.0064
VRTX / Vertex Pharmaceuticals Incorporated 0.00 0.84 0.00 0.0570 -0.0102
TT / Trane Technologies plc 0.00 20.28 0.00 0.0560 0.0168
WAB / Westinghouse Air Brake Technologies Corporation 0.00 -1.31 0.00 0.0559 0.0023
TXN / Texas Instruments Incorporated 0.00 -20.57 0.00 0.0549 -0.0104
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.03 -5.45 0.00 0.0546 -0.0060
CB / Chubb Limited 0.00 -0.94 0.00 0.0540 -0.0081
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 14.85 0.00 0.0525 0.0073
MDLZ / Mondelez International, Inc. 0.01 -3.63 0.00 0.0517 -0.0072
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 0.00 0.0516 -0.0101
LOW / Lowe's Companies, Inc. 0.00 1.48 0.00 0.0505 -0.0067
MMM / 3M Company 0.00 6.89 0.00 0.0502 0.0007
UNP / Union Pacific Corporation 0.00 -11.59 0.00 0.0482 -0.0129
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -2.94 0.00 0.0478 -0.0032
IAU / iShares Gold Trust 0.01 -1.27 0.00 0.0471 -0.0022
0Q18 / Caterpillar Inc. 0.00 -4.58 0.00 0.0463 0.0013
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.02 -0.21 0.00 0.0456 -0.0071
ACN / Accenture plc 0.00 -8.23 0.00 0.0455 -0.0111
CRM / Salesforce, Inc. 0.00 2.57 0.00 0.0454 -0.0022
MRK / Merck & Co., Inc. 0.01 -6.25 0.00 0.0441 -0.0141
RTX / RTX Corporation 0.00 -6.75 0.00 0.0431 -0.0027
WM / Waste Management, Inc. 0.00 -6.73 0.00 0.0426 -0.0079
CSX / CSX Corporation 0.02 -1.40 0.00 0.0421 0.0001
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.01 12.32 0.00 0.0420 0.0052
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.00 5.63 0.00 0.0415 0.0046
BNL / Broadstone Net Lease, Inc. 0.04 0.00 0.0415 0.0415
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -0.82 0.00 0.0410 0.0028
YUM / Yum! Brands, Inc. 0.00 -5.35 0.00 0.0408 -0.0092
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 -47.00 0.00 -100.00 0.0402 -0.0387
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.01 -1.34 0.00 0.0395 -0.0010
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.01 72.08 0.00 0.0386 0.0139
CI / The Cigna Group 0.00 0.00 0.00 0.0365 -0.0031
AFL / Aflac Incorporated 0.00 -2.01 0.00 0.0363 -0.0064
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 13.20 0.00 0.0362 0.0045
T / AT&T Inc. 0.02 -1.28 0.00 0.0362 -0.0030
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 10.76 0.00 0.0361 0.0028
SAMG / Silvercrest Asset Management Group Inc. 0.03 0.00 0.00 0.0355 -0.0045
ADM / Archer-Daniels-Midland Company 0.01 0.00 0.00 0.0355 0.0002
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.00 0.00 0.00 0.0352 0.0009
DE / Deere & Company 0.00 -19.34 0.00 0.0333 -0.0083
HERO / Global X Funds - Global X Video Games & Esports ETF 0.01 -2.06 0.00 0.0333 0.0050
HON / Honeywell International Inc. 0.00 0.00 0.00 0.0333 0.0003
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -3.05 0.00 0.0323 -0.0025
TRV / The Travelers Companies, Inc. 0.00 -5.29 0.00 0.0318 -0.0045
ITW / Illinois Tool Works Inc. 0.00 21.51 0.00 0.0309 0.0030
VLO / Valero Energy Corporation 0.00 -2.99 0.00 0.0309 -0.0033
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 0.00 -0.70 0.00 0.0308 0.0001
DRI / Darden Restaurants, Inc. 0.00 -4.57 0.00 0.0306 -0.0027
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.00 0.0303 -0.0019
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF 0.00 -0.69 0.00 0.0300 -0.0024
SBUX / Starbucks Corporation 0.00 -0.11 0.00 0.0294 -0.0050
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -6.33 0.00 0.0289 -0.0033
INTC / Intel Corporation 0.02 -4.88 0.00 0.0284 -0.0046
VZ / Verizon Communications Inc. 0.01 0.80 0.00 0.0284 -0.0038
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.00 -1.11 0.00 0.0282 -0.0003
WEC / WEC Energy Group, Inc. 0.00 -4.99 0.00 0.0281 -0.0057
EOG / EOG Resources, Inc. 0.00 1.03 0.00 0.0281 -0.0044
CVX / Chevron Corporation 0.00 -24.84 0.00 0.0280 -0.0196
CL / Colgate-Palmolive Company 0.00 -24.44 0.00 0.0275 -0.0135
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.01 38.66 0.00 0.0274 0.0073
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 -4.15 0.00 0.0265 -0.0008
ORLY / O'Reilly Automotive, Inc. 0.00 1,397.83 0.00 0.0264 -0.0041
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.02 -0.58 0.00 0.0263 0.0002
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 16.84 0.00 0.0255 0.0038
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.01 -3.70 0.00 0.0251 -0.0018
CHD / Church & Dwight Co., Inc. 0.00 -15.06 0.00 0.0250 -0.0118
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.01 -8.66 0.00 0.0243 -0.0035
RLI / RLI Corp. 0.00 -11.54 0.00 0.0241 -0.0089
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 3.23 0.00 0.0240 -0.0008
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 0.00 0.00 0.0237 -0.0039
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.01 28.10 0.00 0.0233 0.0044
BA / The Boeing Company 0.00 -4.05 0.00 0.0232 0.0017
GIS / General Mills, Inc. 0.01 -29.55 0.00 0.0229 -0.0180
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 0.00 0.00 0.0229 -0.0009
SO / The Southern Company 0.00 -18.42 0.00 0.0222 -0.0076
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.00 0.00 0.0221 0.0221
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 0.00 0.00 0.0220 -0.0013
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -3.87 0.00 0.0216 -0.0018
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 14.23 0.00 0.0214 0.0058
IYE / iShares Trust - iShares U.S. Energy ETF 0.01 0.00 0.00 0.0209 -0.0039
F / Ford Motor Company 0.03 0.00 0.00 0.0208 -0.0002
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -1.91 0.00 0.0198 -0.0012
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund 0.01 -1.18 0.00 0.0193 0.0006
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF 0.00 0.00 0.0176 0.0176
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 0.01 0.00 0.0171 0.0171
SPXE / ProShares Trust - ProShares S&P 500 Ex-Energy ETF 0.00 -1.15 0.00 0.0171 0.0001
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.01 0.00 0.0169 0.0169
FTV / Fortive Corporation 0.00 -0.67 0.00 0.0169 -0.0092
NUE / Nucor Corporation 0.00 0.00 0.00 0.0168 -0.0002
YUMC / Yum China Holdings, Inc. 0.01 0.00 0.00 0.0167 -0.0046
TSLA / Tesla, Inc. 0.00 0.00 0.0164 0.0164
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 10.46 0.00 0.0161 0.0002
TMUS / T-Mobile US, Inc. 0.00 -7.89 0.00 0.0156 -0.0051
BSX / Boston Scientific Corporation 0.00 0.79 0.00 0.0155 -0.0003
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 7.04 0.00 0.0151 -0.0009
MMC / Marsh & McLennan Companies, Inc. 0.00 0.00 0.00 0.0151 -0.0033
SPTN / SpartanNash Company 0.01 0.00 0.0150 0.0150
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund 0.00 1.62 0.00 0.0148 -0.0007
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.00 -2.39 0.00 0.0147 -0.0022
NXPI / NXP Semiconductors N.V. 0.00 -11.21 0.00 0.0146 -0.0010
NTRS / Northern Trust Corporation 0.00 0.00 0.0145 0.0145
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.00 0.00 0.0145 0.0145
PFE / Pfizer Inc. 0.01 -25.82 0.00 0.0145 -0.0078
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF 0.00 -4.15 0.00 0.0143 -0.0015
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 0.00 0.0142 0.0142
CFTN / Clifton Mining Company 0.03 0.00 0.00 0.0001 -0.0000
DFS / Discover Financial Services 0.00 -100.00 0.00 0.0000
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.00 -100.00 0.00 0.0000
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF 0.00 -100.00 0.00 0.0000
BDX / Becton, Dickinson and Company 0.00 -100.00 0.00 0.0000
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 -100.00 0.00 0.0000