Operose Advisors 13F annual report
Operose Advisors is an investment fund managing more than $282 billion ran by Caroline Jankowski. There are currently 578 companies in Mrs. Jankowski’s portfolio. The largest investments include Vanguard High Dividend Yield Etf and Vanguard Total Stock Market Etf, together worth $104 billion.
Limited to 30 biggest holdings
$282 billion Assets Under Management (AUM)
As of 1st August 2024, Operose Advisors’s top holding is 438,803 shares of Vanguard High Dividend Yield Etf currently worth over $52 billion and making up 18.4% of the portfolio value.
In addition, the fund holds 193,441 shares of Vanguard Total Stock Market Etf worth $51.7 billion.
The third-largest holding is Vanguard Ftse Developed Markets Etf worth $14.5 billion and the next is Ishares Core Sp Small-cap Etf worth $12.2 billion, with 114,158 shares owned.
Currently, Operose Advisors's portfolio is worth at least $282 billion. 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 Operose Advisors
The Operose Advisors office and employees reside in Milwaukee, Wisconsin. According to the last 13-F report filed with the SEC, Caroline Jankowski serves as the Partner, Chief Compliance Officer at Operose Advisors.
Recent trades
In the most recent 13F filing, Operose Advisors revealed that it had opened a new position in
Invesco Sp International Dev Momt Etf and bought 5,307 shares worth $219 million.
The investment fund also strengthened its position in Vanguard Total Stock Market Etf by buying
19,479 additional shares.
This makes their stake in Vanguard Total Stock Market Etf total 193,441 shares worth $51.7 billion.
On the other hand, there are companies that Operose Advisors is getting rid of from its portfolio.
Operose Advisors closed its position in First Trust Preferred Sec Inc Etf on 8th August 2024.
It sold the previously owned 52,955 shares for $917 million.
Caroline Jankowski also disclosed a decreased stake in Vanguard High Dividend Yield Etf by 0.1%.
This leaves the value of the investment at $52 billion and 438,803 shares.
One of the smaller hedge funds
The two most similar investment funds to Operose Advisors are Aa Advisors and Ht Partners. They manage $282 billion and $282 billion respectively.
Caroline Jankowski investment strategy
Operose Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 5.4% of
the total portfolio value.
The fund focuses on investments in the United States as
48.6% 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
43% of the total holdings value.
On the other hand, small-cap stocks make up only 3.8% of the portfolio.
The average market cap of the portfolio companies is close to $79.1 billion.
The complete list of Operose Advisors trades based on 13F SEC filings
These positions were updated on August 8th 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 |
|---|---|---|---|
| Vanguard High Dividend Yield Etf |
12.04%
438,803
|
$52,042,067,000 | 18.43% |
| Vanguard Total Stock Market Etf |
11.20%
193,441
|
$51,747,269,000 | 18.32% |
| Vanguard Ftse Developed Markets Etf |
11.90%
294,164
|
$14,537,583,000 | 5.15% |
| Ishares Core Sp Small-cap Etf |
22.21%
114,158
|
$12,176,089,000 | 4.31% |
| Vanguard Mid-cap Growth Etf |
1.40%
44,871
|
$10,300,622,000 | 3.65% |
| Schwab International Equity Etf |
14.30%
260,129
|
$9,994,165,000 | 3.54% |
| Vanguard Sp 500 Etf |
2.41%
15,548
|
$7,775,920,000 | 2.75% |
| Spdr Sp 500 Etf |
0.89%
12,572
|
$6,842,168,000 | 2.42% |
| Ishares International Select Dividend Etf |
33.91%
194,141
|
$5,371,883,000 | 1.90% |
| Microsoft Corporation |
0.87%
6,602
|
$2,950,764,000 | 1.04% |
| Vanguard Ftse All-world Ex-us Sm-cp Etf |
17.60%
24,879
|
$2,923,044,000 | 1.04% |
| Apple Inc |
3.00%
13,228
|
$2,786,162,000 | 0.99% |
| Ishares Russell 2000 Etf |
No change
13,682
|
$2,775,941,000 | 0.98% |
| Invesco Senior Loan Etf |
231.38%
120,323
|
$2,531,596,000 | 0.90% |
| iShares Select Dividend ETF |
4.34%
20,851
|
$2,522,528,000 | 0.89% |
| Artisan Partners Asset Management Inc |
0.70%
56,319
|
$2,324,282,000 | 0.82% |
| Ishares Core Sp 500 Etf |
9.83%
3,922
|
$2,146,375,000 | 0.76% |
| Alphabet Inc |
1.97%
10,330
|
$1,881,641,000 | 0.67% |
| Visa Inc |
3.83%
6,994
|
$1,835,715,000 | 0.65% |
| Schwab Us Broad Market Etf |
No change
28,986
|
$1,822,374,000 | 0.65% |
| Ishares Sp 500 Value Etf |
No change
8,579
|
$1,561,464,000 | 0.55% |
| Amazon.com Inc. |
2.04%
7,985
|
$1,543,101,000 | 0.55% |
| Oracle Corp. |
No change
10,523
|
$1,485,848,000 | 0.53% |
| Ishares Sp Mid-cap 400 Value Etf |
No change
12,923
|
$1,466,244,000 | 0.52% |
| Ishares Sp 500 Growth Etf |
No change
15,660
|
$1,449,176,000 | 0.51% |
| Ishares Sp Mid Cap 400 Etf |
No change
16,404
|
$1,445,356,000 | 0.51% |
| Vanguard Russell 3000 Etf |
8.25%
5,762
|
$1,380,687,000 | 0.49% |
| Mcdonald's Corp |
0.19%
5,136
|
$1,308,848,000 | 0.46% |
| Goldman Sachs Group, Inc. |
No change
2,830
|
$1,280,066,000 | 0.45% |
| Ishares Sp Small-cap 600 Value Etf |
44.02%
13,078
|
$1,272,129,000 | 0.45% |
| Bank Of America Corp. |
No change
29,342
|
$1,166,945,000 | 0.41% |
| Netflix Inc. |
0.30%
1,686
|
$1,137,848,000 | 0.40% |
| Vanguard Mid-cap Etf |
1.59%
4,593
|
$1,111,998,000 | 0.39% |
| Vanguard Growth Etf |
0.29%
2,771
|
$1,036,382,000 | 0.37% |
| Facebook Inc |
1.51%
2,020
|
$1,018,524,000 | 0.36% |
| NVIDIA Corp |
971.61%
8,230
|
$1,016,735,000 | 0.36% |
| Broadcom Inc. |
3.80%
633
|
$1,016,300,000 | 0.36% |
| Charles Schwab Corp. |
0.08%
13,290
|
$979,370,000 | 0.35% |
| International Business Machines Corp. |
No change
5,409
|
$935,478,000 | 0.33% |
| First Trust Preferred Sec Inc Etf |
Closed
52,955
|
$917,181,000 | |
| Vanguard Russell 1000 Growth Etf |
No change
9,468
|
$888,197,000 | 0.31% |
| Spdr Sp 500 Fossil Fuel Rsrv Free Etf |
0.26%
19,890
|
$887,093,000 | 0.31% |
| TE Connectivity Ltd |
No change
5,815
|
$874,750,000 | 0.31% |
| Hilton Worldwide Holdings Inc |
No change
3,950
|
$861,890,000 | 0.31% |
| Home Depot, Inc. |
6.35%
2,479
|
$853,385,000 | 0.30% |
| Ishares Russell Mid-cap Etf |
0.05%
10,413
|
$844,254,000 | 0.30% |
| Invesco Variable Rate Preferred Etf |
Closed
34,900
|
$829,573,000 | |
| Vaneck Pref Secs Ex Fincls Etf |
Closed
45,685
|
$808,168,000 | |
| Verizon Communications Inc |
28.12%
19,388
|
$799,548,000 | 0.28% |
| Advanced Micro Devices Inc. |
No change
4,817
|
$781,366,000 | 0.28% |
| Morgan Stanley |
No change
7,888
|
$766,680,000 | 0.27% |
| Ishares Core Msci Eafe |
0.66%
10,284
|
$747,056,000 | 0.26% |
| Wells Fargo Co |
No change
12,527
|
$743,979,000 | 0.26% |
| Abbvie Inc |
5.45%
4,333
|
$743,212,000 | 0.26% |
| Vanguard Muni Bnd Tax-exempt Etf |
28.39%
14,472
|
$725,192,000 | 0.26% |
| Vanguard Ftse All-world Ex-us Etf |
0.19%
12,272
|
$719,630,000 | 0.25% |
| Jpmorgan Chase Co |
12.06%
3,523
|
$712,562,000 | 0.25% |
| Ishares National Muni Bond Etf |
0.71%
6,679
|
$711,695,000 | 0.25% |
| Att Inc |
6.07%
35,797
|
$684,079,000 | 0.24% |
| Ishares Us Preferred Stock Etf |
10.37%
21,678
|
$683,942,000 | 0.24% |
| Schwab Emerging Markets Equity Etf |
16.13%
25,021
|
$664,551,000 | 0.24% |
| Chevron Corp. |
5.02%
4,242
|
$663,534,000 | 0.23% |
| Ishares Edge Msci Min Vol Global Etf |
27.72%
6,338
|
$663,190,000 | 0.23% |
| Vanguard Small-cap Etf |
1.19%
2,994
|
$652,812,000 | 0.23% |
| Comcast Corp |
0.89%
16,650
|
$652,014,000 | 0.23% |
| Johnson Johnson |
3.49%
4,447
|
$649,970,000 | 0.23% |
| Alphabet Inc |
6.17%
3,510
|
$643,817,000 | 0.23% |
| Alerian Mlp Etf |
1.98%
13,273
|
$636,831,000 | 0.23% |
| Caterpillar Inc. |
16.69%
1,902
|
$633,446,000 | 0.22% |
| Berkshire Hathaway Inc. |
No change
1,520
|
$618,336,000 | 0.22% |
| Motorola Solutions Inc |
No change
1,582
|
$610,650,000 | 0.22% |
| Kinder Morgan Inc |
9.79%
29,975
|
$595,603,000 | 0.21% |
| Vanguard Intermediate |
8.75%
10,217
|
$594,936,000 | 0.21% |
| Vanguard Esg International Stock Etf |
29.53%
10,305
|
$590,146,000 | 0.21% |
| MGIC Investment Corp |
No change
27,269
|
$587,647,000 | 0.21% |
| Mckesson Corporation |
No change
966
|
$564,183,000 | 0.20% |
| Cisco Systems, Inc. |
4.07%
11,562
|
$549,311,000 | 0.19% |
| Unitedhealth Group Inc |
1.41%
1,051
|
$535,232,000 | 0.19% |
| Ishares Sp Small-cap 600 Growth Etf |
No change
4,051
|
$520,270,000 | 0.18% |
| Blackstone Group Inc |
0.38%
4,198
|
$519,726,000 | 0.18% |
| Jpmorgan Betabuilders Japan Etf |
No change
9,141
|
$515,827,000 | 0.18% |
| Ishares Core Msci Emerging Markets Etf |
6.40%
9,635
|
$515,762,000 | 0.18% |
| Eli Lilly And Co |
30.56%
534
|
$483,473,000 | 0.17% |
| Ishares Core High Dividend Etf |
4.56%
4,398
|
$478,036,000 | 0.17% |
| Target Corp |
1.09%
3,180
|
$470,767,000 | 0.17% |
| Exxon Mobil Corp. |
3.57%
4,052
|
$466,466,000 | 0.17% |
| Nuveen Esg Large-cap Value Etf |
Closed
11,711
|
$455,080,000 | |
| Spdr Sp 500 Esg Etf |
0.33%
8,241
|
$437,584,000 | 0.15% |
| Energy Transfer Lp |
No change
26,656
|
$432,360,000 | 0.15% |
| Ishares Core Sp Mid-cap Etf |
0.15%
7,292
|
$426,736,000 | 0.15% |
| Abbott Laboratories |
No change
4,069
|
$422,810,000 | 0.15% |
| Tpg Partners Llc Cl A Com |
No change
10,000
|
$414,500,000 | 0.15% |
| Kkr Co Inc |
No change
3,925
|
$413,067,000 | 0.15% |
| Qualcomm, Inc. |
7.87%
2,050
|
$408,319,000 | 0.14% |
| Spdr Gold Shares Etf |
Closed
1,980
|
$407,326,000 | |
| Lowe's Companies Inc |
8.82%
1,829
|
$403,221,000 | 0.14% |
| D.r. Horton Inc |
2.39%
2,853
|
$402,117,000 | 0.14% |
| Jpmorgan Betabuilders Europe Etf |
No change
6,800
|
$400,384,000 | 0.14% |
| Prudential Financial Inc. |
1.10%
3,404
|
$398,914,000 | 0.14% |
| Kayne Anderson Mlp/midstream |
No change
38,146
|
$394,049,000 | 0.14% |
| American International Group Inc |
No change
5,178
|
$384,415,000 | 0.14% |
| Dow Inc |
1.67%
7,055
|
$374,268,000 | 0.13% |
| Enterprise Products Partners Lp |
No change
12,676
|
$367,350,000 | 0.13% |
| Vaneck Intermediate Muni Etf |
Closed
7,546
|
$350,964,000 | |
| Vanguard Dividend Appreciation Etf |
3.06%
1,917
|
$349,949,000 | 0.12% |
| Jpmorgan Betabuilders Canada Etf |
No change
5,374
|
$349,149,000 | 0.12% |
| Novo Nordisk A/s Adr |
No change
2,348
|
$335,154,000 | 0.12% |
| Nuveen Pref Income Opps Fund |
No change
44,465
|
$332,151,000 | 0.12% |
| Ishares Russell 1000 Growth Etf |
No change
905
|
$329,914,000 | 0.12% |
| Comerica, Inc. |
1.26%
6,285
|
$320,786,000 | 0.11% |
| Invesco Sp 500 Quality Etf |
0.12%
5,034
|
$319,863,000 | 0.11% |
| Ishares Russell 1000 Value Etf |
33.27%
1,829
|
$319,146,000 | 0.11% |
| Ishares Msci Acwi Ex Us Etf |
No change
5,969
|
$317,133,000 | 0.11% |
| Bank of Montreal |
12.87%
3,486
|
$292,301,000 | 0.10% |
| Waste Management, Inc. |
No change
1,369
|
$292,062,000 | 0.10% |
| First Trust Nasdaq-100 Equal Wtd Etf |
No change
2,330
|
$287,266,000 | 0.10% |
| Brown Brown Inc |
1,336.41%
3,117
|
$278,691,000 | 0.10% |
| T-Mobile US Inc |
No change
1,570
|
$276,603,000 | 0.10% |
| Broadridge Financial Solutions, Inc. |
No change
1,400
|
$275,800,000 | 0.10% |
| Procter Gamble Co |
19.32%
1,670
|
$275,416,000 | 0.10% |
| Jpmorgan Betabuilders Dev Asia Ex-jpnetf |
No change
5,438
|
$263,090,000 | 0.09% |
| Ishares Russell Top 200 Growth Etf |
No change
1,218
|
$261,287,000 | 0.09% |
| Eaton Corp Plc |
No change
812
|
$254,603,000 | 0.09% |
| Compass Diversified Holdings LLC |
No change
11,568
|
$253,225,000 | 0.09% |
| Mastercard Incorporated |
No change
551
|
$243,079,000 | 0.09% |
| Fidelity National Information Services, Inc. |
0.13%
3,124
|
$235,425,000 | 0.08% |
| Exact Sciences Corp. |
No change
5,486
|
$231,784,000 | 0.08% |
| Intel Corp. |
0.27%
7,433
|
$230,200,000 | 0.08% |
| Vanguard Value Etf |
1.36%
1,420
|
$227,832,000 | 0.08% |
| Costco Wholesale Corp |
5.34%
266
|
$226,097,000 | 0.08% |
| Danaher Corp. |
No change
896
|
$223,866,000 | 0.08% |
| Schwab Us Large-cap Growth Etf |
No change
2,178
|
$219,627,000 | 0.08% |
| Invesco Sp International Dev Momt Etf |
Opened
5,307
|
$219,169,000 | 0.08% |
| Republic Services, Inc. |
No change
1,124
|
$218,443,000 | 0.08% |
| Coterra Energy Inc |
49.66%
8,185
|
$218,294,000 | 0.08% |
| Texas Instruments Inc. |
No change
1,106
|
$215,145,000 | 0.08% |
| Coresite Realty Corp |
No change
950
|
$214,035,000 | 0.08% |
| Lockheed Martin Corp. |
28.82%
457
|
$213,465,000 | 0.08% |
| Ishares Core Sp Us Value Etf |
3.94%
2,412
|
$212,570,000 | 0.08% |
| Masco Corp. |
No change
3,111
|
$207,416,000 | 0.07% |
| Tesla Inc |
No change
1,048
|
$207,378,000 | 0.07% |
| Ishares Short-term National Muni Bd Etf |
No change
1,914
|
$200,109,000 | 0.07% |
| Adobe Inc |
No change
355
|
$197,217,000 | 0.07% |
| Merck Co Inc |
4.61%
1,551
|
$192,014,000 | 0.07% |
| Starwood Property Trust Inc |
No change
9,900
|
$187,506,000 | 0.07% |
| Community Bank System Inc |
No change
3,925
|
$185,299,000 | 0.07% |
| Global Partners LP |
No change
4,000
|
$182,520,000 | 0.06% |
| Dimensional U.S. Core Equity 2 ETF |
No change
5,557
|
$179,158,000 | 0.06% |
| General Electric Co |
No change
1,116
|
$177,411,000 | 0.06% |
| Coca-Cola Co |
1.10%
2,780
|
$176,947,000 | 0.06% |
| Schwab International Small-cap Eq Etf |
No change
4,969
|
$176,798,000 | 0.06% |
| Spdr Sp Midcap 400 Etf |
No change
329
|
$176,041,000 | 0.06% |
| Corebridge Finl Inc Com |
No change
6,000
|
$174,720,000 | 0.06% |
| Spdr Msci Eafe Fossil Fuel Free Etf |
29.88%
4,257
|
$173,646,000 | 0.06% |
| Pepsico Inc |
12.74%
1,027
|
$169,383,000 | 0.06% |
| Analog Devices Inc. |
No change
736
|
$167,999,000 | 0.06% |
| CVS Health Corp |
19.71%
2,790
|
$164,777,000 | 0.06% |
| Ishares Core Sp Total Us Stock Mkt Etf |
Opened
1,381
|
$164,035,000 | 0.06% |
| Invesco Sp Midcap Quality Etf |
Opened
1,675
|
$162,503,000 | 0.06% |
| MetLife, Inc. |
No change
2,285
|
$160,384,000 | 0.06% |
| Amphenol Corp. |
100.00%
2,360
|
$158,993,000 | 0.06% |
| CIENA Corp. |
No change
3,214
|
$154,851,000 | 0.05% |
| Janus Henderson AAA CLO ETF |
38.31%
3,039
|
$154,629,000 | 0.05% |
| Fiserv, Inc. |
147.78%
1,006
|
$149,934,000 | 0.05% |
| Sp Global Inc |
No change
336
|
$149,856,000 | 0.05% |
| Vanguard Mega Cap Etf |
No change
741
|
$146,192,000 | 0.05% |
| TJX Companies, Inc. |
No change
1,320
|
$145,332,000 | 0.05% |
| Vanguard Mid-cap Value Etf |
No change
951
|
$143,028,000 | 0.05% |
| Altria Group Inc. |
31.51%
3,130
|
$142,572,000 | 0.05% |
| WEC Energy Group Inc |
21.38%
1,787
|
$140,208,000 | 0.05% |
| Select Sector Spdr Trust Shs Ben Int Energy Etf |
No change
1,520
|
$138,591,000 | 0.05% |
| Spdr Portfolio Sp 500 Value Etf |
No change
2,787
|
$135,838,000 | 0.05% |
| Ishares Core Dividend Growth Etf |
Opened
2,356
|
$135,729,000 | 0.05% |
| Citigroup Inc |
0.38%
2,125
|
$134,853,000 | 0.05% |
| Invesco Aerospace Defense Etf |
29.00%
1,290
|
$132,481,000 | 0.05% |
| Dimensional Us Marketwide Value Etf |
No change
3,292
|
$129,277,000 | 0.05% |
| Communication Services Sel Sect Spdr Etf |
No change
1,500
|
$128,490,000 | 0.05% |
| Honeywell International Inc |
No change
599
|
$127,910,000 | 0.05% |
| Vanguard Short-term Bond Etf |
0.80%
1,611
|
$123,599,000 | 0.04% |
| Spdr Sp Dividend Etf |
No change
969
|
$123,237,000 | 0.04% |
| Walmart Inc |
7.81%
1,770
|
$119,847,000 | 0.04% |
| Gilead Sciences, Inc. |
No change
1,715
|
$117,666,000 | 0.04% |
| Bristol-Myers Squibb Co. |
61.14%
2,812
|
$116,782,000 | 0.04% |
| U.s. Bancorp |
5.15%
2,764
|
$109,731,000 | 0.04% |
| Chubb Ltd |
No change
429
|
$109,429,000 | 0.04% |
| J P Morgan Nasdaq Eqt Prm Inc Etf |
315.87%
1,913
|
$106,177,000 | 0.04% |
| Vanguard Sp Small-cap 600 Etf |
No change
1,070
|
$105,085,000 | 0.04% |
| Paychex Inc. |
No change
870
|
$103,147,000 | 0.04% |
| Royce Value Trust |
No change
7,000
|
$101,290,000 | 0.04% |
| PayPal Holdings Inc |
33.98%
1,725
|
$100,102,000 | 0.04% |
| Johnson Controls International plc |
No change
1,496
|
$99,439,000 | 0.04% |
| First Trust Capital Strength ETF |
0.34%
1,182
|
$99,330,000 | 0.04% |
| Linde Plc. |
No change
222
|
$97,416,000 | 0.03% |
| Patterson-UTI Energy Inc |
0.82%
9,348
|
$96,842,000 | 0.03% |
| Ishares Esg Aware Msci Usa Small-cap Etf |
0.28%
2,459
|
$94,671,000 | 0.03% |
| United Parcel Service, Inc. |
No change
682
|
$93,332,000 | 0.03% |
| Church Dwight Co Inc |
No change
871
|
$90,305,000 | 0.03% |
| Becton, Dickinson And Co |
No change
375
|
$87,641,000 | 0.03% |
| ServiceNow Inc |
No change
111
|
$87,320,000 | 0.03% |
| Virtu Financial Inc A |
23.60%
3,740
|
$83,963,000 | 0.03% |
| Schwab Us Mid-cap Etf |
No change
1,074
|
$83,586,000 | 0.03% |
| Automatic Data Processing Inc. |
No change
341
|
$81,393,000 | 0.03% |
| Intercontinental Exchange Inc |
No change
590
|
$80,765,000 | 0.03% |
| HP Inc |
No change
2,192
|
$76,764,000 | 0.03% |
| Cenovus Energy Inc |
No change
3,800
|
$74,708,000 | 0.03% |
| Vanguard Information Technology Etf |
9.48%
127
|
$73,227,000 | 0.03% |
| Associated Banc-Corp. |
50.00%
3,450
|
$72,968,000 | 0.03% |
| NextEra Energy Inc |
No change
1,024
|
$72,509,000 | 0.03% |
| First Trust Value Line Dividend Etf |
No change
1,755
|
$71,516,000 | 0.03% |
| Illinois Tool Works, Inc. |
No change
300
|
$71,088,000 | 0.03% |
| Bhp Group Ltd Adr |
No change
1,211
|
$69,136,000 | 0.02% |
| Relx Plc Adr |
No change
1,501
|
$68,866,000 | 0.02% |
| Kroger Co. |
No change
1,365
|
$68,154,000 | 0.02% |
| Union Pacific Corp. |
No change
299
|
$67,740,000 | 0.02% |
| Check Point Software Technologies Ltd. |
No change
410
|
$67,650,000 | 0.02% |
| Valero Energy Corp. |
No change
425
|
$66,681,000 | 0.02% |
| Cintas Corporation |
No change
94
|
$66,103,000 | 0.02% |
| American Electric Power Company Inc. |
No change
742
|
$65,103,000 | 0.02% |
| Invesco QQQ Trust |
No change
135
|
$64,680,000 | 0.02% |
| Crh Plc Adr |
No change
854
|
$64,033,000 | 0.02% |
| Elevance Health Inc |
No change
118
|
$63,939,000 | 0.02% |
| Gaming and Leisure Properties Inc |
98.30%
1,398
|
$63,204,000 | 0.02% |
| Intuit Inc |
No change
95
|
$62,435,000 | 0.02% |
| Wisdomtree Us Quality Dividend Gr Etf |
No change
794
|
$61,972,000 | 0.02% |
| Progressive Corp. |
No change
296
|
$61,482,000 | 0.02% |
| CSX Corp. |
67.22%
1,816
|
$60,745,000 | 0.02% |
| iShares Morningstar Mid-Cap Growth ETF |
No change
888
|
$60,162,000 | 0.02% |
| Walt Disney Co (The) |
28.40%
605
|
$60,086,000 | 0.02% |
| Intuitive Surgical Inc |
No change
135
|
$60,055,000 | 0.02% |
| Paccar Inc. |
No change
577
|
$59,396,000 | 0.02% |
| Salesforce.com Inc |
No change
231
|
$59,390,000 | 0.02% |
| Boeing Co. |
85.86%
324
|
$58,971,000 | 0.02% |
| Capital One Financial Corp. |
136.11%
425
|
$58,841,000 | 0.02% |
| Raytheon Technologies Corp |
No change
585
|
$58,728,000 | 0.02% |
| Edwards Lifesciences Corp |
No change
635
|
$58,655,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
No change
105
|
$58,065,000 | 0.02% |
| Roche Holding Ag |
Closed
1,741
|
$55,500,000 | |
| General Motors Company |
85.50%
1,190
|
$55,287,000 | 0.02% |
| Philip Morris International Inc |
No change
540
|
$54,718,000 | 0.02% |
| EOG Resources, Inc. |
No change
419
|
$52,740,000 | 0.02% |
| Mondelez International Inc. |
24.98%
799
|
$52,287,000 | 0.02% |
| Raymond James Financial, Inc. |
No change
415
|
$51,298,000 | 0.02% |
| Marsh Mclennan Companies Inc |
No change
240
|
$50,573,000 | 0.02% |
| Cigna Corp |
No change
152
|
$50,247,000 | 0.02% |
| Vanguard Financials Etf |
No change
490
|
$48,941,000 | 0.02% |
| Ge Vernova Llc Com |
Opened
278
|
$47,680,000 | 0.02% |
| Booking Holdings Inc |
No change
12
|
$47,538,000 | 0.02% |
| Quadratic Intrst Rt Vol Infl H Etf |
51.69%
2,559
|
$47,376,000 | 0.02% |
| Medtronic Plc |
No change
590
|
$46,439,000 | 0.02% |
| Taiwan Semiconductor Manufacturing Co Ltd Adr |
No change
267
|
$46,407,000 | 0.02% |
| Jones Lang Lasalle Inc. |
No change
226
|
$46,393,000 | 0.02% |
| KLA Corp. |
No change
56
|
$46,173,000 | 0.02% |
| Microchip Technology, Inc. |
No change
502
|
$45,933,000 | 0.02% |
| Keycorp |
Closed
2,900
|
$45,849,000 | |
| Deckers Outdoor Corp. |
No change
47
|
$45,494,000 | 0.02% |
| iShares Morningstar Mid-Cap Value ETF |
No change
642
|
$45,094,000 | 0.02% |
| Scientific Games Corporation |
No change
429
|
$44,994,000 | 0.02% |
| Proshares Dj Brookfield Global Infras |
No change
1,000
|
$44,947,000 | 0.02% |
| Canon Inc Adr |
Closed
1,496
|
$44,491,000 | |
| Oppenheimer Sp 500 Revenue Etf |
No change
475
|
$43,995,000 | 0.02% |
| Vanguard Total Bond Market Etf |
No change
609
|
$43,878,000 | 0.02% |
| PNC Financial Services Group Inc |
No change
276
|
$42,912,000 | 0.02% |
| First Trust Dorsey Wright Focus 5 ETF |
No change
734
|
$42,033,000 | 0.01% |
| Marathon Petroleum Corp |
No change
240
|
$41,635,000 | 0.01% |
| Corning, Inc. |
No change
1,069
|
$41,511,000 | 0.01% |
| Autodesk Inc. |
No change
167
|
$41,324,000 | 0.01% |
| Allianz Se Adr |
Closed
1,368
|
$41,043,000 | |
| American Tower Corp. |
No change
210
|
$40,820,000 | 0.01% |
| Emerson Electric Co. |
No change
370
|
$40,759,000 | 0.01% |
| Opko Health Inc |
No change
32,000
|
$40,000,000 | 0.01% |
| Pentair plc |
No change
520
|
$39,868,000 | 0.01% |
| Idex Corporation |
No change
198
|
$39,838,000 | 0.01% |
| Constellation Energy Ord Wi |
No change
196
|
$39,253,000 | 0.01% |
| Alcon Inc. |
No change
439
|
$39,106,000 | 0.01% |
| Schwab Us Dividend Equity Etf |
80.91%
498
|
$38,724,000 | 0.01% |
| Crowdstrike Holdings Inc |
No change
100
|
$38,319,000 | 0.01% |
| Zoetis Inc |
No change
219
|
$37,966,000 | 0.01% |
| Pfizer Inc. |
87.15%
1,343
|
$37,577,000 | 0.01% |
| 3M Co. |
14.08%
366
|
$37,407,000 | 0.01% |
| Select Sector Industrial |
No change
306
|
$37,292,000 | 0.01% |
| Trane Technologies plc |
No change
113
|
$37,169,000 | 0.01% |
| Schwab Us Large-cap Etf |
20.60%
578
|
$37,137,000 | 0.01% |
| Abb Ltd Adr |
Closed
794
|
$36,927,000 | |
| Lam Research Corp. |
No change
34
|
$36,205,000 | 0.01% |
| Accenture plc |
No change
119
|
$36,106,000 | 0.01% |
| Loews Corp. |
No change
480
|
$35,875,000 | 0.01% |
| Shell Plc Adr Representing - Ordinary Shares |
No change
495
|
$35,729,000 | 0.01% |
| Lululemon Athletica inc. |
No change
119
|
$35,545,000 | 0.01% |
| Atlas Copco Ab Adr |
Closed
2,096
|
$35,441,000 | |
| Uber Technologies Inc |
No change
478
|
$34,741,000 | 0.01% |
| NXP Semiconductors NV |
No change
129
|
$34,713,000 | 0.01% |
| Steris Plc |
No change
153
|
$33,590,000 | 0.01% |
| Booz Allen Hamilton Holding Corp |
No change
218
|
$33,550,000 | 0.01% |
| Sap SE |
No change
166
|
$33,484,000 | 0.01% |
| Parker-Hannifin Corp. |
No change
66
|
$33,383,000 | 0.01% |
| Conocophillips |
No change
291
|
$33,285,000 | 0.01% |
| Teva Pharmaceutical Industries Ltd Adr |
No change
2,036
|
$33,085,000 | 0.01% |
| Blackrock Inc. |
No change
42
|
$33,067,000 | 0.01% |
| Invesco Water Resources ETF |
0.20%
507
|
$32,907,000 | 0.01% |
| Plains All American Pipeline LP |
1.85%
1,820
|
$32,500,000 | 0.01% |
| Allstate Corp (The) |
No change
203
|
$32,411,000 | 0.01% |
| Schneider Electric Se Adr |
Closed
714
|
$32,333,000 | |
| Simon Property Group, Inc. |
No change
210
|
$31,878,000 | 0.01% |
| Emcor Group, Inc. |
No change
87
|
$31,762,000 | 0.01% |
| The Southern Co. |
19.65%
409
|
$31,726,000 | 0.01% |
| Vanguard Ftse Emerging Markets Etf |
93.62%
723
|
$31,653,000 | 0.01% |
| Dbs Group Holdings Ltd Adr |
Closed
296
|
$31,609,000 | |
| L'oreal Sa Adr |
Closed
331
|
$31,362,000 | |
| Pool Corporation |
No change
101
|
$31,040,000 | 0.01% |
| Kimberly-Clark Corp. |
No change
224
|
$30,957,000 | 0.01% |
| HCA Healthcare Inc |
No change
95
|
$30,522,000 | 0.01% |
| Vanguard Small-cap Value Etf |
No change
166
|
$30,244,000 | 0.01% |
| Vanguard Reit Etf |
83.88%
361
|
$30,237,000 | 0.01% |
| Spotify Technology Sa |
No change
96
|
$30,124,000 | 0.01% |
| Iberdrola Sa Adr |
Closed
600
|
$29,795,000 | |
| Nestle Sa Adr |
Closed
280
|
$29,766,000 | |
| Novartis AG |
No change
279
|
$29,702,000 | 0.01% |
| Monolithic Power Systems Inc |
No change
36
|
$29,580,000 | 0.01% |
| Fifth Third Bancorp Pref Share |
Closed
1,168
|
$29,504,000 | |
| CME Group Inc |
No change
150
|
$29,490,000 | 0.01% |
| Select Sector Spdr Fund Shs Ben Consumer Discretio |
No change
161
|
$29,366,000 | 0.01% |
| Insulet Corporation |
No change
145
|
$29,261,000 | 0.01% |
| General Dynamics Corp. |
No change
100
|
$29,014,000 | 0.01% |
| Infineon Technologies Ag Adr |
Closed
852
|
$28,985,000 | |
| Fomento Economico Mexicano Sab De Cv Adr |
No change
269
|
$28,958,000 | 0.01% |
| DuPont de Nemours Inc |
No change
355
|
$28,574,000 | 0.01% |
| Proshares Sp 500 Dividend Aristocrats Etf |
No change
293
|
$28,166,000 | 0.01% |
| Arch Capital Group Ltd |
No change
278
|
$28,047,000 | 0.01% |
| Saia Inc. |
No change
59
|
$27,983,000 | 0.01% |
| Spdr Sp Metals And Mining Etf |
Opened
472
|
$27,983,000 | 0.01% |
| Invesco Sp Global Water Index Etf |
Closed
500
|
$27,765,000 | |
| PPL Corp |
No change
981
|
$27,125,000 | 0.01% |
| Copart, Inc. |
No change
494
|
$26,755,000 | 0.01% |
| Generac Holdings Inc |
No change
202
|
$26,708,000 | 0.01% |
| Consumer Staples Select Sector Spdr Etf |
No change
348
|
$26,650,000 | 0.01% |
| MGE Energy, Inc. |
Closed
337
|
$26,529,000 | |
| Ishares Sp 100 Etf |
No change
100
|
$26,430,000 | 0.01% |
| Spdr Portfolio Total Stock Market Etf |
Opened
392
|
$26,009,000 | 0.01% |
| Veeva Systems Inc |
No change
142
|
$25,987,000 | 0.01% |
| Select Sector Spdr Trust The Health Care Select Se |
No change
178
|
$25,944,000 | 0.01% |
| Schwab Us Small-cap Etf |
No change
545
|
$25,853,000 | 0.01% |
| Sony Group Corp |
No change
304
|
$25,825,000 | 0.01% |
| Micron Technology Inc. |
No change
195
|
$25,648,000 | 0.01% |
| Henry Schein Inc. |
No change
400
|
$25,640,000 | 0.01% |
| First Trust Water Etf |
Closed
250
|
$25,525,000 | |
| Atlassian Corporation Plc |
No change
144
|
$25,471,000 | 0.01% |
| Duke Energy Corp. |
No change
248
|
$24,857,000 | 0.01% |
| Phillips 66 |
No change
176
|
$24,846,000 | 0.01% |
| Chemours Company |
No change
1,100
|
$24,827,000 | 0.01% |
| Costar Group, Inc. |
No change
334
|
$24,763,000 | 0.01% |
| Amdocs Ltd |
No change
310
|
$24,465,000 | 0.01% |
| Ford Motor Co. |
No change
1,935
|
$24,265,000 | 0.01% |
| AMGEN Inc. |
No change
77
|
$24,059,000 | 0.01% |
| Schlumberger Ltd. |
No change
505
|
$23,826,000 | 0.01% |
| Charles River Laboratories International Inc. |
No change
115
|
$23,757,000 | 0.01% |
| Northrop Grumman Corp. |
No change
54
|
$23,541,000 | 0.01% |
| Crane Co |
No change
162
|
$23,487,000 | 0.01% |
| Welltower Inc. |
No change
225
|
$23,456,000 | 0.01% |
| Nippon Telegraph Telephone Corp Adr |
Closed
776
|
$23,073,000 | |
| Marriott International, Inc. |
No change
95
|
$22,968,000 | 0.01% |
| Goldman Sachs Group, Inc. |
Closed
1,000
|
$22,870,000 | |
| Aflac Inc. |
No change
256
|
$22,863,000 | 0.01% |
| American Express Co. |
No change
98
|
$22,692,000 | 0.01% |
| Carlisle Companies Inc. |
No change
55
|
$22,287,000 | 0.01% |
| Vanguard Esg Us Stock Etf |
0.44%
229
|
$22,088,000 | 0.01% |
| Chunghwa Telecom Co Ltd Adr |
No change
571
|
$22,046,000 | 0.01% |
| SPS Commerce Inc. |
No change
116
|
$21,827,000 | 0.01% |
| Bae Systems Plc Adr |
Closed
313
|
$21,707,000 | |
| Adyen Nv Adr |
Closed
1,275
|
$21,591,000 | |
| Alliant Energy Corp. |
Closed
428
|
$21,571,000 | |
| Dassault Systemes Se Adr |
Closed
474
|
$21,009,000 | |
| SBA Communications Corp |
No change
107
|
$21,004,000 | 0.01% |
| Vulcan Materials Co |
No change
84
|
$20,889,000 | 0.01% |
| Athene Holding Ltd |
Closed
875
|
$20,851,000 | |
| Dominion Energy Inc |
84.88%
425
|
$20,825,000 | 0.01% |
| Avery Dennison Corp. |
No change
95
|
$20,772,000 | 0.01% |
| Deere Co |
No change
55
|
$20,550,000 | 0.01% |
| Guggenheim Sp 500 Equal |
No change
125
|
$20,535,000 | 0.01% |
| Bp Plc Adr |
No change
567
|
$20,469,000 | 0.01% |
| Exelon Corp. |
No change
591
|
$20,455,000 | 0.01% |
| Ishares Core Sp Us Growth Etf |
No change
160
|
$20,397,000 | 0.01% |
| Public Service Enterprise Group Inc. |
No change
276
|
$20,341,000 | 0.01% |
| Avalonbay Communities Inc. |
No change
97
|
$20,068,000 | 0.01% |
| Haier Smart Home Co Ltd Adr |
Closed
1,604
|
$19,906,000 | |
| Dexcom Inc |
No change
175
|
$19,842,000 | 0.01% |
| Manulife Financial Corp. |
No change
744
|
$19,805,000 | 0.01% |
| Icici Bank Ltd Adr |
No change
679
|
$19,562,000 | 0.01% |
| The Trade Desk Inc A |
No change
200
|
$19,534,000 | 0.01% |
| Lennar Corp. |
No change
130
|
$19,483,000 | 0.01% |
| Prologis Inc |
No change
173
|
$19,430,000 | 0.01% |
| Travelers Companies Inc. |
No change
95
|
$19,317,000 | 0.01% |
| Aercap Holdings Nv |
No change
204
|
$19,013,000 | 0.01% |
| Jpmorgan Us Quality Factor Etf |
Opened
359
|
$19,009,000 | 0.01% |
| Aia Group Ltd Adr |
Closed
705
|
$18,935,000 | |
| Regions Financial Corp. |
No change
942
|
$18,878,000 | 0.01% |
| Align Technology, Inc. |
No change
78
|
$18,832,000 | 0.01% |
| Entegris Inc |
No change
139
|
$18,821,000 | 0.01% |
| Asbury Automotive Group Inc |
No change
82
|
$18,685,000 | 0.01% |
| Corteva Inc |
No change
340
|
$18,340,000 | 0.01% |
| Fortinet Inc |
No change
300
|
$18,081,000 | 0.01% |
| Nike, Inc. |
No change
239
|
$18,033,000 | 0.01% |
| Vipshop Holdings Ltd Adr |
No change
1,376
|
$17,916,000 | 0.01% |
| The Estee Lauder Companies Inc |
No change
164
|
$17,450,000 | 0.01% |
| Honda Motor Co Ltd Adr |
No change
538
|
$17,345,000 | 0.01% |
| Ishares Iboxx Invt Grade |
0.63%
161
|
$17,291,000 | 0.01% |
| Xcel Energy Inc. |
31.71%
323
|
$17,251,000 | 0.01% |
| Jacobs Engineering Group Inc |
No change
123
|
$17,184,000 | 0.01% |
| Entergy Corp. |
No change
160
|
$17,120,000 | 0.01% |
| Atmus Filtration Technologies Inc |
No change
589
|
$16,951,000 | 0.01% |
| Mettler-Toledo International, Inc. |
No change
12
|
$16,771,000 | 0.01% |
| Tencent Holdings Ltd Adr |
Closed
424
|
$16,549,000 | |
| CBRE Group Inc |
No change
180
|
$16,040,000 | 0.01% |
| Zimmer Biomet Holdings Inc |
No change
147
|
$15,954,000 | 0.01% |
| Boston Scientific Corp. |
No change
205
|
$15,787,000 | 0.01% |
| Floor Decor Holdings Inc |
No change
157
|
$15,607,000 | 0.01% |
| Championx Corp |
No change
468
|
$15,542,000 | 0.01% |
| Cognizant Tech Solu |
No change
225
|
$15,300,000 | 0.01% |
| Ishares Russell 3000 |
No change
49
|
$15,125,000 | 0.01% |
| Qualys Inc |
No change
105
|
$14,973,000 | 0.01% |
| Procure Space ETF |
Opened
930
|
$14,889,000 | 0.01% |
| Rio Tinto Plc Adr |
No change
225
|
$14,834,000 | 0.01% |
| L3Harris Technologies Inc |
No change
66
|
$14,822,000 | 0.01% |
| Hf Sinclair Ord |
No change
275
|
$14,669,000 | 0.01% |
| Stryker Corp. |
44.87%
43
|
$14,631,000 | 0.01% |
| Mizuho Financial Group Inc Adr |
No change
3,453
|
$14,606,000 | 0.01% |
| West Pharmaceutical Services, Inc. |
No change
44
|
$14,493,000 | 0.01% |
| Darden Restaurants, Inc. |
No change
95
|
$14,375,000 | 0.01% |
| Ishares Esg Aware Msci Em Etf |
0.71%
428
|
$14,362,000 | 0.01% |
| Avid Bioservices Inc |
No change
2,000
|
$14,280,000 | 0.01% |
| Factset Research Systems Inc. |
No change
34
|
$13,881,000 | 0.00% |
| General Mills, Inc. |
No change
218
|
$13,791,000 | 0.00% |
| Diodes, Inc. |
No change
190
|
$13,667,000 | 0.00% |
| Veralto Ord Wi |
No change
143
|
$13,652,000 | 0.00% |
| Chewy Inc |
No change
498
|
$13,566,000 | 0.00% |
| Equity Residential |
No change
195
|
$13,521,000 | 0.00% |
| Lonza Group Ltd Adr |
Closed
225
|
$13,495,000 | |
| Fedex Corp |
No change
45
|
$13,493,000 | 0.00% |
| Keysight Technologies Inc |
No change
98
|
$13,402,000 | 0.00% |
| LKQ Corp |
No change
322
|
$13,392,000 | 0.00% |
| Carvana Co. |
No change
104
|
$13,387,000 | 0.00% |
| Mastec Inc. |
No change
124
|
$13,267,000 | 0.00% |
| Reynolds Consumer Products Inc Ordinary Shares |
No change
474
|
$13,263,000 | 0.00% |
| Teledyne Technologies Inc |
No change
34
|
$13,191,000 | 0.00% |
| DTE Energy Co. |
No change
117
|
$12,988,000 | 0.00% |
| Digital Realty Trust, Inc. |
No change
85
|
$12,924,000 | 0.00% |
| Ulta Beauty Inc |
No change
33
|
$12,734,000 | 0.00% |
| Resmed Inc. |
No change
66
|
$12,634,000 | 0.00% |
| Mitsubishi Electric Corp Adr |
Closed
379
|
$12,629,000 | |
| Keurig Dr Pepper Inc |
No change
373
|
$12,458,000 | 0.00% |
| Archer Daniels Midland Co. |
No change
205
|
$12,392,000 | 0.00% |
| Avantis Us Equity Etf |
Opened
137
|
$12,356,000 | 0.00% |
| Delta Air Lines, Inc. |
32.55%
259
|
$12,298,000 | 0.00% |
| Truist Financial Corporation |
No change
315
|
$12,238,000 | 0.00% |
| Fifth Third Bancorp |
No change
335
|
$12,224,000 | 0.00% |
| BlackLine Inc |
No change
250
|
$12,113,000 | 0.00% |
| Colgate-Palmolive Co. |
No change
124
|
$12,033,000 | 0.00% |
| Tactile Sys Technology Inc Com |
No change
1,000
|
$11,940,000 | 0.00% |
| Firstenergy Corp. |
No change
311
|
$11,902,000 | 0.00% |
| Cooper Companies, Inc. |
No change
136
|
$11,873,000 | 0.00% |
| National Oilwell Varco Inc |
No change
621
|
$11,805,000 | 0.00% |
| Dollar Tree Inc |
No change
110
|
$11,745,000 | 0.00% |
| PPG Industries, Inc. |
No change
93
|
$11,708,000 | 0.00% |
| Barrick Gold Corp. |
No change
700
|
$11,676,000 | 0.00% |
| Match Group Inc. |
No change
382
|
$11,605,000 | 0.00% |
| Centerpoint Energy Inc. |
Closed
404
|
$11,510,000 | |
| American Water Works Co. Inc. |
No change
89
|
$11,495,000 | 0.00% |
| Bank Of Ny Mellon Co |
No change
190
|
$11,379,000 | 0.00% |
| Kraft Heinz Co |
5.06%
353
|
$11,374,000 | 0.00% |
| Starbucks Corp. |
No change
145
|
$11,288,000 | 0.00% |
| Consolidated Edison, Inc. |
No change
126
|
$11,267,000 | 0.00% |
| Banco Bilbao Vizcaya Argentaria Sa Adr |
No change
1,115
|
$11,183,000 | 0.00% |
| Alfa Laval Ab Adr |
Closed
283
|
$11,137,000 | |
| Paycom Software Inc |
No change
77
|
$11,014,000 | 0.00% |
| LyondellBasell Industries NV |
No change
115
|
$11,001,000 | 0.00% |
| Crispr Therapeutics Agnamen Akt |
No change
202
|
$10,910,000 | 0.00% |
| Roadrunner Transportation Systems Inc |
Closed
8,000
|
$10,880,000 | |
| Euronet Worldwide Inc |
No change
105
|
$10,868,000 | 0.00% |
| Freeport-McMoRan Inc |
No change
221
|
$10,741,000 | 0.00% |
| Ecolab, Inc. |
2.17%
45
|
$10,710,000 | 0.00% |
| Regions Financial Corp. |
Closed
525
|
$12,799,000 | |
| Epiroc Ab |
Closed
565
|
$10,626,000 | |
| Crown Castle International Corp |
95.16%
108
|
$10,552,000 | 0.00% |
| Ameren Corp. |
No change
147
|
$10,437,000 | 0.00% |
| Annaly Capital Management Inc |
No change
537
|
$10,235,000 | 0.00% |
| Donaldson Co. Inc. |
No change
143
|
$10,233,000 | 0.00% |
| Chugai Pharmaceutical Co Ltd Adr |
Closed
535
|
$10,191,000 | |
| Norfolk Southern Corp. |
No change
47
|
$10,090,000 | 0.00% |
| Take-Two Interactive Software, Inc. |
No change
64
|
$9,951,000 | 0.00% |
| Ge Healthcare Technologies Inc Com |
No change
127
|
$9,896,000 | 0.00% |
| Centene Corp. |
No change
149
|
$9,879,000 | 0.00% |
| Sun Communities, Inc. |
No change
81
|
$9,748,000 | 0.00% |
| Morgan Stanley |
Closed
685
|
$17,160,000 | |
| Symrise Ag Adr |
Closed
324
|
$9,706,000 | |
| Edison International |
No change
135
|
$9,694,000 | 0.00% |
| Genmab A/s Adr |
No change
385
|
$9,675,000 | 0.00% |
| State Street Corp. |
No change
130
|
$9,620,000 | 0.00% |
| Avantis Emerging Markets Equity Etf |
Opened
155
|
$9,469,000 | 0.00% |
| Ping An Insurance (group) Co. Of China Ltd Adr |
Closed
1,105
|
$9,415,000 | |
| Humana Inc. |
No change
25
|
$9,341,000 | 0.00% |
| Lithium Americas Argentina Ord |
No change
2,916
|
$9,331,000 | 0.00% |
| No transactions found in first 500 rows out of 673 | |||
| Showing first 500 out of 673 holdings | |||
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