Yhb Investment Advisors 13F annual report
Yhb Investment Advisors is an investment fund managing more than $1.16 trillion ran by Mark Everette. There are currently 277 companies in Mr. Everette’s portfolio. The largest investments include Apple Inc and Microsoft Corp Com, together worth $146 billion.
Limited to 30 biggest holdings
$1.16 trillion Assets Under Management (AUM)
As of 25th July 2024, Yhb Investment Advisors’s top holding is 361,388 shares of Apple Inc currently worth over $76.1 billion and making up 6.5% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Yhb Investment Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 155,555 shares of Microsoft Corp Com worth $69.5 billion.
The third-largest holding is Amazon.com worth $42.8 billion and the next is Costco Whsl Corp New Com worth $38.6 billion, with 45,381 shares owned.
Currently, Yhb Investment Advisors's portfolio is worth at least $1.16 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Yhb Investment Advisors
The Yhb Investment Advisors office and employees reside in West Hartford, Connecticut. According to the last 13-F report filed with the SEC, Mark Everette serves as the CEO and Senior Portfolio Manager at Yhb Investment Advisors.
Recent trades
In the most recent 13F filing, Yhb Investment Advisors revealed that it had opened a new position in
Eagle Capital Select Equity Etf and bought 312,008 shares worth $8.26 billion.
The investment fund also strengthened its position in Nvidia Corporation Com by buying
205,378 additional shares.
This makes their stake in Nvidia Corporation Com total 227,837 shares worth $28.1 billion.
On the other hand, there are companies that Yhb Investment Advisors is getting rid of from its portfolio.
Yhb Investment Advisors closed its position in Spdr Blackstone Senior Loan Etf on 1st August 2024.
It sold the previously owned 16,140 shares for $677 million.
Mark Everette also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $76.1 billion and 361,388 shares.
One of the average hedge funds
The two most similar investment funds to Yhb Investment Advisors are Newsquare Capital and Quadrant Capital Group. They manage $1.16 trillion and $1.16 trillion respectively.
Mark Everette investment strategy
Yhb Investment Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 12.5% of
the total portfolio value.
The fund focuses on investments in the United States as
23.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
22% of the total holdings value.
On the other hand, small-cap stocks make up only 2.5% of the portfolio.
The average market cap of the portfolio companies is close to $136 billion.
The complete list of Yhb Investment Advisors trades based on 13F SEC filings
These positions were updated on August 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
2.82%
361,388
|
$76,115,562,000 | 6.55% |
| Microsoft Corp Com |
2.52%
155,555
|
$69,525,210,000 | 5.98% |
| Amazon.com Inc. |
1.79%
221,479
|
$42,800,817,000 | 3.68% |
| Costco Whsl Corp New Com |
1.53%
45,381
|
$38,573,548,000 | 3.32% |
| Berkshire Hathaway Inc Del Cl B New |
1.06%
75,998
|
$30,915,986,000 | 2.66% |
| Alphabet Inc Cap Stk Cl A |
1.79%
165,492
|
$30,144,449,000 | 2.59% |
| Nvidia Corporation Com |
914.46%
227,837
|
$28,147,027,000 | 2.42% |
| Alphabet Inc Cap Stk Cl C |
4.11%
149,518
|
$27,424,570,000 | 2.36% |
| Ishares Core S&p Mid-cap Etf |
419.39%
455,974
|
$26,683,589,000 | 2.30% |
| Thermo Fisher Scientific Inc. |
2.43%
46,689
|
$25,818,910,000 | 2.22% |
| Visa Inc |
1.21%
84,826
|
$22,264,162,000 | 1.92% |
| Ishares Core S&p Small Cap Etf |
8.20%
193,406
|
$20,628,672,000 | 1.77% |
| Danaher Corporation Com |
0.72%
81,947
|
$20,474,377,000 | 1.76% |
| Ecolab, Inc. |
1.60%
75,810
|
$18,042,863,000 | 1.55% |
| Stryker Corporation Com |
1.78%
47,567
|
$16,184,795,000 | 1.39% |
| Spdr S&p 500 Etf Trust |
1.11%
29,587
|
$16,101,678,000 | 1.39% |
| Unitedhealth Group Inc |
2.08%
30,621
|
$15,594,146,000 | 1.34% |
| Intuit Com |
2.43%
21,162
|
$13,907,784,000 | 1.20% |
| Pepsico Inc Com |
0.32%
81,776
|
$13,487,305,000 | 1.16% |
| AMGEN Inc. |
0.15%
42,985
|
$13,430,541,000 | 1.16% |
| Home Depot, Inc. |
0.16%
38,663
|
$13,309,352,000 | 1.15% |
| United Rentals, Inc. |
4.00%
19,683
|
$12,729,587,000 | 1.10% |
| Lam Research Corp Com |
3.70%
11,609
|
$12,361,643,000 | 1.06% |
| Schwab U.s. Large-cap Growth Etf |
18.58%
122,012
|
$12,303,711,000 | 1.06% |
| Ishares Russell 1000 Etf |
12.85%
36,657
|
$10,907,003,000 | 0.94% |
| Oracle Corp Com |
3.29%
73,764
|
$10,415,543,000 | 0.90% |
| Intuitive Surgical Inc Com New |
0.19%
22,759
|
$10,124,341,000 | 0.87% |
| Ishares S&p 500 Growth Etf |
5.45%
107,495
|
$9,947,553,000 | 0.86% |
| Amphenol Corp. |
92.33%
147,254
|
$9,920,502,000 | 0.85% |
| Ishares Core S&p 500 Etf |
3.27%
17,951
|
$9,823,326,000 | 0.85% |
| Tjx Cos Inc New Com |
0.46%
82,479
|
$9,080,938,000 | 0.78% |
| Schwab Us Dividend Equity Etf |
4.09%
114,933
|
$8,937,212,000 | 0.77% |
| Mcdonalds Corp Com |
0.34%
34,794
|
$8,866,979,000 | 0.76% |
| Jpmorgan Chase & Co. Com |
10.73%
41,671
|
$8,428,434,000 | 0.73% |
| Union Pac Corp Com |
0.86%
36,598
|
$8,280,663,000 | 0.71% |
| Eagle Capital Select Equity Etf |
Opened
312,008
|
$8,258,852,000 | 0.71% |
| Pimco Enhanced Short Maturity Active Exchange-traded Fund |
7.07%
79,958
|
$8,047,760,000 | 0.69% |
| Vanguard S&p 500 Etf |
8.78%
15,363
|
$7,683,410,000 | 0.66% |
| Aon Plc Shs Cl A |
19.44%
26,091
|
$7,659,796,000 | 0.66% |
| Carlisle Cos Inc Com |
1.05%
18,139
|
$7,350,018,000 | 0.63% |
| NextEra Energy Inc |
3.11%
101,049
|
$7,155,251,000 | 0.62% |
| Vaneck Morningstar Wide Moat Etf |
5.10%
81,845
|
$7,088,595,000 | 0.61% |
| Meta Platforms Inc |
10.47%
13,810
|
$6,963,278,000 | 0.60% |
| Ishares Core Msci Eafe Etf |
1.70%
92,054
|
$6,686,803,000 | 0.58% |
| Ishares S&p 500 Value Etf |
3.14%
34,769
|
$6,328,289,000 | 0.54% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
16.90%
35,852
|
$6,231,436,000 | 0.54% |
| Procter And Gamble Co Com |
4.53%
36,902
|
$6,085,907,000 | 0.52% |
| Palo Alto Networks Inc |
8.68%
17,580
|
$5,959,796,000 | 0.51% |
| Walmart Inc |
190.01%
87,946
|
$5,954,804,000 | 0.51% |
| Abbvie Inc |
5.31%
33,420
|
$5,732,198,000 | 0.49% |
| Jpmorgan Ultra-short Income Etf |
56.22%
113,102
|
$5,708,273,000 | 0.49% |
| Woodward Inc |
2.19%
29,641
|
$5,168,715,000 | 0.44% |
| Zoetis Inc |
2.92%
29,561
|
$5,124,646,000 | 0.44% |
| Yum Brands Inc. |
2.16%
38,217
|
$5,062,209,000 | 0.44% |
| Chevron Corp New Com |
4.89%
32,034
|
$5,010,794,000 | 0.43% |
| Goldman Sachs Group, Inc. |
14.82%
11,055
|
$5,000,398,000 | 0.43% |
| Ishares Russell 2000 Etf |
2.01%
24,344
|
$4,939,154,000 | 0.42% |
| Church & Dwight Co., Inc. |
2.50%
47,343
|
$4,908,508,000 | 0.42% |
| Spdr Portfolio Developed World Ex-us Etf |
10.44%
137,765
|
$4,832,787,000 | 0.42% |
| Cummins Inc. |
1.87%
17,277
|
$4,784,490,000 | 0.41% |
| Johnson & Johnson Com |
46.21%
32,493
|
$4,749,226,000 | 0.41% |
| Rtx Corporation Com |
20.19%
47,264
|
$4,744,883,000 | 0.41% |
| Salesforce Inc |
13.88%
18,422
|
$4,736,296,000 | 0.41% |
| Shell Plc Spon Ads |
1.97%
63,044
|
$4,550,516,000 | 0.39% |
| Linde Plc Shs |
1.60%
10,111
|
$4,436,767,000 | 0.38% |
| Paychex Inc. |
11.03%
37,013
|
$4,388,261,000 | 0.38% |
| Aflac Inc. |
2.41%
49,085
|
$4,383,962,000 | 0.38% |
| Eli Lilly & Co Com |
611.49%
4,646
|
$4,206,395,000 | 0.36% |
| Ishares Core Msci Emerging Markets Etf |
1.00%
78,224
|
$4,187,331,000 | 0.36% |
| Morningstar Inc |
3.51%
13,598
|
$4,022,968,000 | 0.35% |
| Eaton Corp Plc Shs |
1,134.75%
12,508
|
$3,921,883,000 | 0.34% |
| Netflix Inc. |
18.76%
5,799
|
$3,913,629,000 | 0.34% |
| Marriott Intl Inc New Cl A |
15.51%
16,011
|
$3,870,979,000 | 0.33% |
| Fortinet Inc |
8.52%
63,283
|
$3,814,066,000 | 0.33% |
| Exxon Mobil Corp Com |
6.06%
32,751
|
$3,770,273,000 | 0.32% |
| T-Mobile US Inc |
Opened
21,027
|
$3,704,537,000 | 0.32% |
| iShares 0-3 Month Treasury Bond |
Opened
36,194
|
$3,645,098,000 | 0.31% |
| Ge Aerospace Com New |
31.27%
22,508
|
$3,578,097,000 | 0.31% |
| ServiceNow Inc |
14.94%
4,532
|
$3,565,188,000 | 0.31% |
| Spdr Gold Shares |
2.09%
15,960
|
$3,431,560,000 | 0.30% |
| Honeywell Intl Inc Com |
43.22%
15,861
|
$3,386,857,000 | 0.29% |
| Nike, Inc. |
41.73%
44,438
|
$3,349,292,000 | 0.29% |
| Vanguard Total Stock Market Etf |
3.82%
12,449
|
$3,330,274,000 | 0.29% |
| Grainger W W Inc Com |
26.40%
3,672
|
$3,313,025,000 | 0.29% |
| Invesco Qqq Trust Series I |
0.23%
6,895
|
$3,303,463,000 | 0.28% |
| Elevance Health Inc Com |
7.58%
6,085
|
$3,297,218,000 | 0.28% |
| Fortive Corp Com |
3.86%
44,313
|
$3,283,573,000 | 0.28% |
| Booz Allen Hamilton Hldg Corp Cl A |
1.80%
20,981
|
$3,228,976,000 | 0.28% |
| Disney |
12.51%
31,799
|
$3,157,284,000 | 0.27% |
| Prologis Inc. Com |
3.71%
27,887
|
$3,131,989,000 | 0.27% |
| iShares MSCI ACWI ETF |
23.57%
27,650
|
$3,107,860,000 | 0.27% |
| Mondelez International Inc. |
4.43%
46,164
|
$3,020,981,000 | 0.26% |
| Comcast Corp New Cl A |
4.47%
77,051
|
$3,017,317,000 | 0.26% |
| Mccormick & Co Inc Com Non Vtg |
40.19%
41,782
|
$2,963,986,000 | 0.26% |
| Carrier Global Corporation Com |
2.14%
46,588
|
$2,938,789,000 | 0.25% |
| Ishares Msci Intl Quality Factor Etf |
31.12%
74,482
|
$2,908,523,000 | 0.25% |
| Spdr Portfolio S&p 500 Growth Etf |
1.41%
35,452
|
$2,840,769,000 | 0.24% |
| Spdr Portfolio Emerging Markets Etf |
8.85%
71,544
|
$2,695,049,000 | 0.23% |
| Hilton Worldwide Hldgs Inc Com |
26.10%
11,353
|
$2,477,225,000 | 0.21% |
| L3Harris Technologies Inc |
4.50%
10,881
|
$2,443,655,000 | 0.21% |
| Jpmorgan Ultra-short Municipal Income Etf |
13.92%
47,836
|
$2,427,438,000 | 0.21% |
| Align Technology, Inc. |
16.14%
9,721
|
$2,346,941,000 | 0.20% |
| Accenture Plc Ireland Shs Class A |
710.80%
7,735
|
$2,346,876,000 | 0.20% |
| Waste Mgmt Inc Del Com |
3.37%
10,996
|
$2,345,887,000 | 0.20% |
| Blackrock Inc. |
1.79%
2,899
|
$2,282,441,000 | 0.20% |
| Becton Dickinson & Co Com |
6.13%
9,729
|
$2,273,765,000 | 0.20% |
| CME Group Inc |
54.58%
11,500
|
$2,260,900,000 | 0.19% |
| Otis Worldwide Corp Com |
7.40%
23,459
|
$2,258,199,000 | 0.19% |
| Vanguard Large-cap Etf |
1.26%
8,850
|
$2,209,137,000 | 0.19% |
| Autozone Inc. |
7.42%
738
|
$2,187,506,000 | 0.19% |
| Capital One Finl Corp Com |
7.74%
15,757
|
$2,181,557,000 | 0.19% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
1.86%
42,241
|
$2,164,427,000 | 0.19% |
| Wells Fargo Co New Com |
25.59%
34,998
|
$2,078,531,000 | 0.18% |
| Schwab U.s. Broad Market Etf |
3.58%
32,526
|
$2,044,910,000 | 0.18% |
| Morgan Stanley Com New |
0.08%
20,561
|
$1,998,324,000 | 0.17% |
| Vanguard Short-term Corporate Bond Etf |
1.34%
25,754
|
$1,990,120,000 | 0.17% |
| Lowes Cos Inc Com |
0.11%
9,003
|
$1,984,801,000 | 0.17% |
| Citigroup Inc Com New |
0.08%
30,923
|
$1,962,372,000 | 0.17% |
| Fastenal Co Com |
1.10%
30,971
|
$1,946,218,000 | 0.17% |
| Aercap Holdings Nv Shs |
13.45%
20,855
|
$1,943,686,000 | 0.17% |
| Pfizer Inc. |
0.44%
69,243
|
$1,937,431,000 | 0.17% |
| Phillips 66 Com |
6.52%
13,650
|
$1,927,028,000 | 0.17% |
| Ishares Msci Emerging Markets Min Vol Factor Etf |
32.67%
33,120
|
$1,894,797,000 | 0.16% |
| Schwab U.s. Large-cap Etf |
2.17%
28,718
|
$1,845,102,000 | 0.16% |
| Veralto Corp Com Shs |
23.70%
19,027
|
$1,816,508,000 | 0.16% |
| Goldman Sachs Activebeta U.s. Large Cap Equity Etf |
3.80%
16,950
|
$1,812,846,000 | 0.16% |
| Illinois Tool Wks Inc Com |
3.15%
7,349
|
$1,741,354,000 | 0.15% |
| Mastercard Incorporated |
3.58%
3,940
|
$1,738,170,000 | 0.15% |
| Alcon Ag Ord Shs |
27.95%
19,115
|
$1,704,798,000 | 0.15% |
| Kenvue Inc Com |
23.27%
93,354
|
$1,697,176,000 | 0.15% |
| Ge Vernova Inc Com |
Opened
9,780
|
$1,677,368,000 | 0.14% |
| Colgate Palmolive Co Com |
42.10%
17,236
|
$1,672,610,000 | 0.14% |
| Invesco Biotechnology & Genome Etf |
8.13%
24,606
|
$1,594,803,000 | 0.14% |
| Ebay Inc. Com |
36.20%
29,487
|
$1,584,049,000 | 0.14% |
| Conocophillips Com |
14.70%
13,327
|
$1,524,342,000 | 0.13% |
| Broadcom Inc |
8.46%
936
|
$1,502,776,000 | 0.13% |
| American Express Co Com |
0.34%
5,961
|
$1,380,270,000 | 0.12% |
| Merck & Co Inc |
5.16%
11,132
|
$1,378,197,000 | 0.12% |
| Cisco Sys Inc Com |
15.89%
27,100
|
$1,287,542,000 | 0.11% |
| Spdr Bloomberg Investment Grade Floating Rate Etf |
0.32%
40,201
|
$1,240,201,000 | 0.11% |
| Ishares Core S&p U.s. Growth Etf |
13.16%
9,706
|
$1,237,321,000 | 0.11% |
| Ishares S&p Mid-cap 400 Growth Etf |
8.44%
13,837
|
$1,219,178,000 | 0.10% |
| Spdr S&p 600 Small Cap Growth Etf |
13.56%
14,091
|
$1,209,853,000 | 0.10% |
| Transdigm Group Incorporated |
35.24%
898
|
$1,147,294,000 | 0.10% |
| Chipotle Mexican Grill |
4,802.51%
17,600
|
$1,102,640,000 | 0.09% |
| Spdr Portfolio S&p 500 Etf |
76.58%
16,039
|
$1,026,496,000 | 0.09% |
| Ishares Msci Usa Quality Factor Etf |
Opened
5,869
|
$1,002,190,000 | 0.09% |
| Automatic Data Processing Inc. |
4.43%
4,096
|
$977,674,000 | 0.08% |
| Vanguard Dividend Appreciation Etf |
16.92%
5,277
|
$963,316,000 | 0.08% |
| Humana Inc. |
Opened
2,572
|
$961,028,000 | 0.08% |
| Applied Matls Inc Com |
1.97%
3,985
|
$940,420,000 | 0.08% |
| Coca Cola Co Com |
10.02%
14,176
|
$902,302,000 | 0.08% |
| Voya Financial, Inc. |
14.18%
12,557
|
$893,431,000 | 0.08% |
| Charter Communications Inc. |
1.02%
2,983
|
$891,798,000 | 0.08% |
| Cvs Health Corp Com |
6.49%
14,375
|
$849,012,000 | 0.07% |
| Berkley W R Corp Com |
0.47%
10,693
|
$840,256,000 | 0.07% |
| Lyondellbasell Industries N V Shs - A - |
No change
8,617
|
$824,302,000 | 0.07% |
| Apollo Global Mgmt Inc Com |
59.59%
6,974
|
$823,420,000 | 0.07% |
| Paypal Hldgs Inc Com |
4.97%
14,157
|
$821,531,000 | 0.07% |
| Bristol-myers Squibb Co Com |
25.94%
19,379
|
$804,793,000 | 0.07% |
| Invesco Ultra Short Duration Etf |
26.19%
15,900
|
$793,410,000 | 0.07% |
| Sap Se Spon Adr |
18.18%
3,915
|
$789,695,000 | 0.07% |
| Spdr S&p 400 Mid Cap Growth Etf |
6.71%
9,284
|
$780,413,000 | 0.07% |
| Lincoln Elec Hldgs Inc Com |
No change
4,069
|
$767,576,000 | 0.07% |
| Energy Select Sector Spdr Fund |
4.48%
8,186
|
$746,157,000 | 0.06% |
| Vanguard Growth Etf |
19.95%
1,960
|
$733,060,000 | 0.06% |
| Ishares Msci Emerging Markets Etf |
3.45%
16,994
|
$723,788,000 | 0.06% |
| Ishares Russell 1000 Growth Etf |
5.87%
1,983
|
$722,823,000 | 0.06% |
| Cognizant Technology Solutions Corp. |
4.68%
10,587
|
$719,916,000 | 0.06% |
| Bank America Corp Com |
4.34%
18,081
|
$719,062,000 | 0.06% |
| International Business Machs Com |
3.10%
4,118
|
$712,166,000 | 0.06% |
| Schwab U.s. Small-cap Etf |
11.11%
15,004
|
$711,940,000 | 0.06% |
| Ishares Msci Usa Equal Weighted Etf |
No change
7,700
|
$679,525,000 | 0.06% |
| Spdr Blackstone Senior Loan Etf |
Closed
16,140
|
$676,750,000 | |
| Invesco Global Water ETF |
21.96%
16,659
|
$673,107,000 | 0.06% |
| Abbott Labs Com |
10.11%
6,455
|
$670,739,000 | 0.06% |
| Schwab U.s. Mid-cap Etf |
1.26%
8,419
|
$655,251,000 | 0.06% |
| Ishares Short-term National Muni Bond Etf |
20.21%
6,192
|
$647,374,000 | 0.06% |
| Vanguard Real Estate Etf |
0.88%
7,660
|
$641,640,000 | 0.06% |
| The Cigna Group Com |
3.24%
1,940
|
$641,306,000 | 0.06% |
| Vanguard Small-cap Etf |
14.61%
2,892
|
$630,572,000 | 0.05% |
| Technology Select Sector Spdr Fund |
49.92%
2,784
|
$629,838,000 | 0.05% |
| Caseys Gen Stores Inc Com |
109.50%
1,632
|
$622,706,000 | 0.05% |
| Regeneron Pharmaceuticals Com |
8.85%
577
|
$606,444,000 | 0.05% |
| Caterpillar Inc. |
4.37%
1,766
|
$588,147,000 | 0.05% |
| Pimco Short Term Municipal Bond Active Etf |
12.14%
11,285
|
$562,783,000 | 0.05% |
| Blackrock Ultra Short-term Bond Etf |
54.44%
11,055
|
$558,609,000 | 0.05% |
| Quanta Svcs Inc Com |
1.99%
2,152
|
$546,802,000 | 0.05% |
| Occidental Pete Corp Com |
117.53%
8,623
|
$543,508,000 | 0.05% |
| Spdr S&p Dividend Etf |
19.10%
4,249
|
$540,363,000 | 0.05% |
| Emerson Elec Co Com |
4.91%
4,841
|
$533,285,000 | 0.05% |
| 3m Co Com |
1.44%
5,211
|
$532,512,000 | 0.05% |
| Financial Select Sector Spdr Fund |
40.51%
12,952
|
$532,457,000 | 0.05% |
| Adobe Inc |
0.53%
954
|
$529,985,000 | 0.05% |
| Workday Inc Cl A |
Opened
2,338
|
$522,683,000 | 0.04% |
| Medtronic Plc Shs |
Closed
6,220
|
$512,404,000 | |
| Ge Healthcare Technologies Inc Common Stock |
1.14%
6,500
|
$506,480,000 | 0.04% |
| Yum China Hldgs Inc Com |
69.65%
16,214
|
$500,051,000 | 0.04% |
| Spdr Portfolio Short Term Corporate Bond Etf |
Opened
16,675
|
$495,248,000 | 0.04% |
| Alcoa Corp Com |
Opened
12,363
|
$491,784,000 | 0.04% |
| Vanguard Ftse All-world Ex-us Index Fund |
0.05%
8,035
|
$471,177,000 | 0.04% |
| Sherwin Williams Co Com |
20.20%
1,559
|
$465,252,000 | 0.04% |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf |
119.61%
9,015
|
$462,109,000 | 0.04% |
| Camden Ppty Tr Sh Ben Int |
15.03%
4,166
|
$454,552,000 | 0.04% |
| Qualcomm, Inc. |
7.55%
2,280
|
$454,130,000 | 0.04% |
| Tesla Inc |
7.23%
2,239
|
$443,053,000 | 0.04% |
| Novartis Ag Sponsored Adr |
No change
4,123
|
$438,935,000 | 0.04% |
| Ishares Msci Eafe Etf |
3.80%
5,547
|
$434,518,000 | 0.04% |
| Gilead Sciences, Inc. |
9.46%
6,330
|
$434,276,000 | 0.04% |
| Ishares Russell 1000 Value Etf |
No change
2,471
|
$431,115,000 | 0.04% |
| Texas Instrs Inc Com |
0.64%
2,209
|
$429,717,000 | 0.04% |
| Copart, Inc. |
No change
7,856
|
$425,481,000 | 0.04% |
| Intel Corp Com |
14.11%
13,630
|
$422,131,000 | 0.04% |
| Fedex Corp Com |
No change
1,405
|
$421,275,000 | 0.04% |
| Novo-nordisk A S Adr |
Opened
2,950
|
$421,083,000 | 0.04% |
| Liberty Broadband Corp Com Ser C |
No change
7,670
|
$420,469,000 | 0.04% |
| American Tower Corp New Com |
21.08%
2,134
|
$414,807,000 | 0.04% |
| Equinix Inc |
11.61%
548
|
$414,617,000 | 0.04% |
| Starbucks Corp Com |
40.67%
5,246
|
$408,436,000 | 0.04% |
| Vanguard High Dividend Yield Index Etf |
30.00%
3,407
|
$404,070,000 | 0.03% |
| Edwards Lifesciences Corp Com |
49.40%
4,204
|
$388,323,000 | 0.03% |
| Invesco BulletShares 2025 Corporate Bond ETF |
4.10%
18,244
|
$373,090,000 | 0.03% |
| Mckesson Corp Com |
0.78%
637
|
$372,033,000 | 0.03% |
| Norfolk Southn Corp Com |
1.15%
1,719
|
$369,052,000 | 0.03% |
| Ishares Core U.s. Reit Etf |
67.81%
6,756
|
$361,851,000 | 0.03% |
| Deere & Co Com |
1.93%
949
|
$354,575,000 | 0.03% |
| Boeing Co Com |
Closed
1,339
|
$349,024,000 | |
| Invesco S&p 500 Equal Weight Etf |
7.19%
2,065
|
$339,238,000 | 0.03% |
| Kimberly-clark Corp Com |
16.98%
2,435
|
$336,509,000 | 0.03% |
| Toronto Dominion Bk Ont Com New |
0.30%
6,017
|
$330,694,000 | 0.03% |
| Element Solutions Inc |
Opened
12,038
|
$326,471,000 | 0.03% |
| Fair Isaac Corp Com |
6.87%
217
|
$323,039,000 | 0.03% |
| Cdw Corp Com |
1.39%
1,414
|
$316,510,000 | 0.03% |
| Ishares Russell Mid-cap Growth Etf |
8.78%
2,849
|
$314,387,000 | 0.03% |
| Eog Res Inc Com |
2.29%
2,457
|
$309,263,000 | 0.03% |
| Essential Utils Inc Com |
83.81%
8,240
|
$307,599,000 | 0.03% |
| DuPont de Nemours Inc |
8.21%
3,813
|
$306,920,000 | 0.03% |
| Csx Corp Com |
5.90%
9,117
|
$304,957,000 | 0.03% |
| iShares S&P Small-Cap 600 Growth ETF |
1.07%
2,371
|
$304,508,000 | 0.03% |
| Blackstone Inc |
0.83%
2,430
|
$300,834,000 | 0.03% |
| D.R. Horton Inc. |
4.98%
2,107
|
$296,940,000 | 0.03% |
| Vanguard Mid-cap Etf |
No change
1,225
|
$296,573,000 | 0.03% |
| Hubbell Inc. |
1.26%
785
|
$286,902,000 | 0.02% |
| Liberty Broadband Corp Com Ser A |
No change
5,210
|
$284,466,000 | 0.02% |
| Utilities Select Sector Spdr Fund |
42.22%
4,150
|
$282,781,000 | 0.02% |
| Marsh & McLennan Cos., Inc. |
0.23%
1,329
|
$280,047,000 | 0.02% |
| Monster Beverage Corp New Com |
Closed
4,816
|
$277,450,000 | |
| Oreilly Automotive Inc Com |
Opened
260
|
$274,576,000 | 0.02% |
| Hartford Finl Svcs Group Inc Com |
9.19%
2,649
|
$266,330,000 | 0.02% |
| Middlefield Banc Corp Com New |
Closed
8,216
|
$265,952,000 | |
| Bellring Brands Inc Common Stock |
Closed
4,780
|
$264,955,000 | |
| Advanced Micro Devices Inc. |
Opened
1,625
|
$263,591,000 | 0.02% |
| Verizon |
21.11%
6,370
|
$262,700,000 | 0.02% |
| Trane Technologies Plc Shs |
Opened
790
|
$259,855,000 | 0.02% |
| Tractor Supply Co Com |
8.08%
955
|
$257,850,000 | 0.02% |
| Invesco BulletShares 2026 Corporate Bond ETF |
6.69%
13,398
|
$256,907,000 | 0.02% |
| Lockheed Martin Corp Com |
1.71%
535
|
$249,899,000 | 0.02% |
| Vanguard Ftse Emerging Markets Etf |
39.11%
5,710
|
$249,870,000 | 0.02% |
| Communication Services Select Sector Spdr Fund |
Opened
2,897
|
$248,157,000 | 0.02% |
| Enterprise Prods Partners L P Com |
3.58%
8,460
|
$245,171,000 | 0.02% |
| Micron Technology Inc. |
Opened
1,863
|
$245,040,000 | 0.02% |
| Schwab International Equity Etf |
7.47%
6,376
|
$244,985,000 | 0.02% |
| Sprott Physical Gold & Silver Tr Unit |
No change
11,105
|
$244,865,000 | 0.02% |
| Waste Connections Inc |
No change
1,391
|
$244,030,000 | 0.02% |
| Hershey Co Com |
2.94%
1,320
|
$242,656,000 | 0.02% |
| Health Care Select Sector Spdr Fund |
Opened
1,602
|
$233,492,000 | 0.02% |
| Dow Inc |
2.85%
4,327
|
$229,547,000 | 0.02% |
| Ing Groep N.v. Sponsored Adr |
30.64%
13,389
|
$229,487,000 | 0.02% |
| Southern Co Com |
0.03%
2,950
|
$228,832,000 | 0.02% |
| Invesco BulletShares 2027 Corporate Bond ETF |
1.72%
11,706
|
$224,989,000 | 0.02% |
| Charles Riv Labs Intl Inc Com |
Closed
941
|
$222,452,000 | |
| Vanguard Tax-exempt Bond Etf |
4.74%
4,415
|
$221,236,000 | 0.02% |
| Spdr S&p Midcap 400 Etf Trust |
Closed
435
|
$220,710,000 | |
| Descartes Sys Group Inc Com |
Opened
2,257
|
$218,568,000 | 0.02% |
| Progressive Corp Com |
Opened
1,047
|
$217,472,000 | 0.02% |
| Marvell Technology Inc |
Opened
3,110
|
$217,389,000 | 0.02% |
| Johnson Ctls Intl Plc Shs |
65.36%
3,254
|
$216,293,000 | 0.02% |
| Idexx Labs Inc Com |
0.69%
439
|
$213,881,000 | 0.02% |
| Vanguard Total International Stock Etf |
24.19%
3,525
|
$212,558,000 | 0.02% |
| Shopify Inc |
Closed
2,705
|
$210,720,000 | |
| Dimensional U.s. Equity Etf |
Opened
3,566
|
$209,859,000 | 0.02% |
| Philip Morris Intl Inc Com |
Opened
2,071
|
$209,854,000 | 0.02% |
| Ameriprise Finl Inc Com |
Opened
488
|
$208,469,000 | 0.02% |
| Duke Energy Corp New Com New |
Closed
2,147
|
$208,329,000 | |
| Carlyle Group Inc Com |
2.01%
5,065
|
$203,360,000 | 0.02% |
| Akili Inc Common Stock |
Closed
105,930
|
$51,599,000 | |
| Cybin Inc Com |
Opened
50,000
|
$13,325,000 | 0.00% |
| General Moly Inc Com |
No change
11,550
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 288 holdings | |||
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