First Horizon Corp 13F annual report
First Horizon Corp is an investment fund managing more than $1.12 billion ran by Michael Graves. There are currently 1257 companies in Mr. Graves’s portfolio. The largest investments include Ishares Russell 1000 Value Index and Ishares Russell 1000 Growth Index, together worth $62.2 million.
Limited to 30 biggest holdings
$1.12 billion Assets Under Management (AUM)
As of 2nd August 2021, First Horizon Corp’s top holding is 196,183 shares of Ishares Russell 1000 Value Index currently worth over $31.1 million and making up 2.8% of the portfolio value.
In addition, the fund holds 114,587 shares of Ishares Russell 1000 Growth Index worth $31.1 million.
The third-largest holding is Apple Inc worth $30.1 million and the next is Microsoft worth $27.2 million, with 100,479 shares owned.
Currently, First Horizon Corp's portfolio is worth at least $1.12 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 First Horizon Corp
The First Horizon Corp office and employees reside in Memphis, Tennessee. According to the last 13-F report filed with the SEC, Michael Graves serves as the SVP at First Horizon Corp.
Recent trades
In the most recent 13F filing, First Horizon Corp revealed that it had opened a new position in
Tecnoglass Inc and bought 50,000 shares worth $1.07 million.
This means they effectively own approximately 0.1% of the company.
Tecnoglass Inc makes up
11.5%
of the fund's Materials sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Ishares Russell 1000 Value Index by buying
18,223 additional shares.
This makes their stake in Ishares Russell 1000 Value Index total 196,183 shares worth $31.1 million.
On the other hand, there are companies that First Horizon Corp is getting rid of from its portfolio.
First Horizon Corp closed its position in Ishares Comex Gold Trust on 9th August 2021.
It sold the previously owned 505,590 shares for $8.22 million.
Michael Graves also disclosed a decreased stake in Apple Inc by 0.2%.
This leaves the value of the investment at $30.1 million and 220,012 shares.
One of the average hedge funds
The two most similar investment funds to First Horizon Corp are World Asset Management Inc and Beach Investment Counsel Inc/pa. They manage $1.12 billion and $1.12 billion respectively.
Michael Graves investment strategy
First Horizon Corp’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 13.2% of
the total portfolio value.
The fund focuses on investments in the United States as
60.9% 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
36% of the total holdings value.
On the other hand, small-cap stocks make up only 2.0% of the portfolio.
The average market cap of the portfolio companies is close to $44.8 billion.
The complete list of First Horizon Corp trades based on 13F SEC filings
These positions were updated on August 9th 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 |
|---|---|---|---|
| Ishares Russell 1000 Value Index |
10.24%
196,183
|
$31,118,000 | 2.79% |
| Ishares Russell 1000 Growth Index |
6.77%
114,587
|
$31,108,000 | 2.78% |
| Apple Inc |
15.46%
220,012
|
$30,132,000 | 2.70% |
| Microsoft Corporation |
7.61%
100,479
|
$27,219,000 | 2.44% |
| Vanguard Short-term Bond Etf |
26.13%
324,910
|
$26,694,000 | 2.39% |
| Ishares Core Sp 500 Etf |
1.09%
55,537
|
$23,876,000 | 2.14% |
| Ishares 20 Year Treasury Bond Etf |
20.49%
163,350
|
$23,579,000 | 2.11% |
| Alphabet Inc |
5.79%
8,573
|
$21,486,000 | 1.92% |
| Ishares Barclays Tips Bonds |
63.39%
163,498
|
$20,929,000 | 1.87% |
| Spdr Technology Select Sector Etf |
1.71%
140,390
|
$20,729,000 | 1.86% |
| Spdr Gold Shares |
22.32%
124,479
|
$20,617,000 | 1.85% |
| Adobe Inc |
1.05%
28,197
|
$16,513,000 | 1.48% |
| Amazon.com Inc. |
12.34%
4,761
|
$16,378,000 | 1.47% |
| Home Depot, Inc. |
4.81%
48,888
|
$15,589,000 | 1.40% |
| Johnson Johnson |
1.91%
88,472
|
$14,574,000 | 1.30% |
| Verizon Communications Inc |
22.58%
254,480
|
$14,258,000 | 1.28% |
| Thermo Fisher Scientific Inc. |
4.22%
28,000
|
$14,125,000 | 1.26% |
| Spdr Sp 500 |
1.56%
30,134
|
$12,899,000 | 1.15% |
| Vanguard Total Stock Market Etf |
0.95%
57,806
|
$12,880,000 | 1.15% |
| Procter Gamble Co |
2.64%
93,947
|
$12,676,000 | 1.13% |
| Salesforce.Com Inc |
0.66%
51,688
|
$12,625,000 | 1.13% |
| Cisco Systems, Inc. |
0.17%
232,776
|
$12,337,000 | 1.10% |
| Taiwan Semiconductor Mfg Ltd Sponsored Adr |
2.68%
98,635
|
$11,851,000 | 1.06% |
| Edwards Lifesciences Corp |
0.10%
111,706
|
$11,569,000 | 1.04% |
| Abbott Labs |
0.47%
98,294
|
$11,395,000 | 1.02% |
| Chevron Corp. |
24.67%
108,347
|
$11,348,000 | 1.02% |
| Jpmorgan |
5.02%
70,952
|
$11,035,000 | 0.99% |
| Ishares Russell 3000 Index |
No change
42,823
|
$10,958,000 | 0.98% |
| Blackrock Inc. |
1.62%
12,503
|
$10,939,000 | 0.98% |
| Omnicom Group, Inc. |
3.17%
136,066
|
$10,883,000 | 0.97% |
| Citigroup Inc |
21.18%
153,801
|
$10,881,000 | 0.97% |
| Sp Global Inc |
2.20%
26,354
|
$10,816,000 | 0.97% |
| United Parcel Service, Inc. |
1.63%
51,091
|
$10,625,000 | 0.95% |
| Ishares Core Sp Midcap Etf |
0.58%
39,488
|
$10,611,000 | 0.95% |
| Nasdaq Inc |
0.30%
60,318
|
$10,603,000 | 0.95% |
| Stanley Black Decker Inc |
0.38%
50,888
|
$10,431,000 | 0.93% |
| Ishares Russell 2000 Value Index |
3.79%
62,387
|
$10,341,000 | 0.93% |
| Ishares Russell 2000 Growth Index |
4.09%
32,895
|
$10,253,000 | 0.92% |
| Ishares Core Sp Small-cap Etf |
1.01%
89,563
|
$10,118,000 | 0.91% |
| Merck Co Inc |
0.40%
129,582
|
$10,077,000 | 0.90% |
| Zoetis Inc |
3.09%
50,838
|
$9,474,000 | 0.85% |
| Walgreens Boots Alliance Inc |
1.10%
179,810
|
$9,459,000 | 0.85% |
| Lockheed Martin Corp. |
1.48%
24,597
|
$9,306,000 | 0.83% |
| 3M Co. |
1.07%
46,849
|
$9,305,000 | 0.83% |
| Costco Wholesale Corp |
1.33%
23,511
|
$9,302,000 | 0.83% |
| Robert Half International Inc. |
3.07%
100,512
|
$8,942,000 | 0.80% |
| Global Payments, Inc. |
26.62%
47,377
|
$8,885,000 | 0.80% |
| PNC Financial Services Group |
31.17%
46,339
|
$8,839,000 | 0.79% |
| Leggett Platt Inc |
0.50%
167,992
|
$8,703,000 | 0.78% |
| Intuit Inc |
0.85%
17,177
|
$8,419,000 | 0.75% |
| Ishares Comex Gold Trust |
Closed
505,590
|
$8,220,000 | |
| NextEra Energy Inc |
1.80%
112,109
|
$8,215,000 | 0.74% |
| American Tower Corp Reit |
4.44%
30,112
|
$8,134,000 | 0.73% |
| Coca-Cola Co |
5.28%
148,314
|
$8,025,000 | 0.72% |
| Lam Research Corp. |
1.38%
11,938
|
$7,768,000 | 0.70% |
| Danaher Corp. |
5.22%
28,666
|
$7,692,000 | 0.69% |
| Caterpillar Inc. |
5.07%
34,612
|
$7,532,000 | 0.67% |
| Electronic Arts, Inc. |
28.65%
50,967
|
$7,330,000 | 0.66% |
| Ishares Russell 2000 Index |
2.04%
31,478
|
$7,220,000 | 0.65% |
| Mcdonalds Corp |
1.08%
31,230
|
$7,213,000 | 0.65% |
| Tjx Cos Inc |
6.86%
106,136
|
$7,155,000 | 0.64% |
| Ishares Core Aggregate Bond Etf |
7.41%
61,601
|
$7,104,000 | 0.64% |
| MSCI Inc |
42.26%
12,853
|
$6,851,000 | 0.61% |
| Us Bancorp |
1.21%
115,197
|
$6,562,000 | 0.59% |
| Conocophillips |
0.29%
107,227
|
$6,530,000 | 0.58% |
| Dollar General Corp. |
7.20%
29,348
|
$6,350,000 | 0.57% |
| Ishares Msci Eafe Index |
1.05%
80,434
|
$6,344,000 | 0.57% |
| Alphabet Inc |
16.82%
2,537
|
$6,194,000 | 0.55% |
| Agilent Technologies Inc. |
2.15%
41,026
|
$6,064,000 | 0.54% |
| Sysco Corp. |
0.75%
75,146
|
$5,842,000 | 0.52% |
| Intel Corp. |
9.13%
102,570
|
$5,758,000 | 0.52% |
| Spdr Portfolio Intermediate Term Treasury Etf |
0.82%
175,281
|
$5,675,000 | 0.51% |
| Akamai Tech |
3.91%
47,402
|
$5,527,000 | 0.49% |
| Air Products Chemical Inc |
2.18%
18,793
|
$5,406,000 | 0.48% |
| Philip Morris International Inc |
1.91%
54,368
|
$5,388,000 | 0.48% |
| Dropbox Inc |
24.33%
176,124
|
$5,338,000 | 0.48% |
| Southern Company |
3.17%
81,886
|
$4,954,000 | 0.44% |
| Emerson Electric Co. |
0.82%
50,193
|
$4,830,000 | 0.43% |
| NetFlix Inc |
1.02%
8,990
|
$4,748,000 | 0.42% |
| Vulcan Materials Co |
42.77%
25,646
|
$4,464,000 | 0.40% |
| L3Harris Technologies Inc |
3.61%
20,226
|
$4,371,000 | 0.39% |
| Bristol-Myers Squibb Co. |
0.26%
64,428
|
$4,305,000 | 0.39% |
| Broadcom Inc. |
1.38%
8,859
|
$4,224,000 | 0.38% |
| Vanguard Reit Etf |
2.24%
39,658
|
$4,036,000 | 0.36% |
| Roper Technologies Inc |
0.70%
8,477
|
$3,985,000 | 0.36% |
| Vanguard Dividend Appreciation Index Fund Etf |
3.97%
24,853
|
$3,846,000 | 0.34% |
| Disney Walt Co |
12.77%
21,746
|
$3,822,000 | 0.34% |
| Booking Holdings Inc |
7.62%
1,737
|
$3,800,000 | 0.34% |
| Pfizer Inc. |
0.02%
96,993
|
$3,798,000 | 0.34% |
| Vanguard Esg Us Stock Etf |
0.30%
47,251
|
$3,779,000 | 0.34% |
| Vanguard Tax-exempt Bond Index Fund Etf Shares |
No change
67,142
|
$3,712,000 | 0.33% |
| AMGEN Inc. |
2.77%
15,070
|
$3,673,000 | 0.33% |
| Texas Instruments Inc. |
0.40%
18,598
|
$3,576,000 | 0.32% |
| Invesco Sp 500 Low Volatility Etf |
6.53%
54,634
|
$3,327,000 | 0.30% |
| Vanguard High Dividend Yield Indx Etf |
0.97%
31,304
|
$3,279,000 | 0.29% |
| Accenture plc |
0.35%
10,983
|
$3,237,000 | 0.29% |
| Vanguard Mid Cap Etf |
11.50%
13,168
|
$3,125,000 | 0.28% |
| Nike, Inc. |
7.19%
20,224
|
$3,124,000 | 0.28% |
| Travelers Companies Inc. |
1.84%
20,308
|
$3,040,000 | 0.27% |
| Ishares Russell Midcap Index |
0.42%
38,319
|
$3,036,000 | 0.27% |
| Vanguard Intermediate-term Bond Etf |
4.13%
32,138
|
$2,891,000 | 0.26% |
| Ishares Russell 1000 Index |
34.32%
11,498
|
$2,783,000 | 0.25% |
| Duke Energy Corp. |
2.56%
26,715
|
$2,637,000 | 0.24% |
| Spdr Health Care Select Sector Fund |
18.25%
19,812
|
$2,495,000 | 0.22% |
| Abbvie Inc |
1.54%
21,979
|
$2,475,000 | 0.22% |
| Consolidated Edison Inc Common |
5.56%
34,097
|
$2,445,000 | 0.22% |
| International Business Machines Corp. |
1.71%
16,451
|
$2,411,000 | 0.22% |
| Ishares Sp 500 Growth Indext |
11.86%
32,924
|
$2,394,000 | 0.21% |
| Paychex Inc. |
1.93%
21,163
|
$2,270,000 | 0.20% |
| Invesco QQQ Trust |
2.97%
6,320
|
$2,239,000 | 0.20% |
| Spdr Industrial Select Sector Etf |
2.06%
21,676
|
$2,219,000 | 0.20% |
| Vanguard Value Etf |
22.24%
16,059
|
$2,207,000 | 0.20% |
| Invesco Sp 500 Equal Weight Etf |
3.77%
14,237
|
$2,145,000 | 0.19% |
| Starbucks Corp. |
1.33%
18,983
|
$2,122,000 | 0.19% |
| Northern Trust Corp. |
0.84%
17,701
|
$2,046,000 | 0.18% |
| Honeywell International Inc |
17.97%
8,772
|
$1,924,000 | 0.17% |
| Ishares Sp 500 Value Index |
10.73%
12,708
|
$1,876,000 | 0.17% |
| Tesla Motors Inc |
24.60%
2,752
|
$1,870,000 | 0.17% |
| Vanguard Information Technology Etf |
0.04%
4,561
|
$1,818,000 | 0.16% |
| Pepsico Inc |
9.27%
11,855
|
$1,756,000 | 0.16% |
| Vanguard Ftse Developed Markets Etf |
2.20%
34,033
|
$1,753,000 | 0.16% |
| Intuitive Surgical Inc |
0.05%
1,824
|
$1,677,000 | 0.15% |
| Ishares Short-term National Muni Bond Etf |
2.82%
14,578
|
$1,571,000 | 0.14% |
| Facebook Inc |
48.10%
4,447
|
$1,546,000 | 0.14% |
| Eastman Chemical Co |
0.38%
11,908
|
$1,390,000 | 0.12% |
| First Horizon Corporation |
No change
78,820
|
$1,362,000 | 0.12% |
| Spdr Consumer Discretionary Select Sector Fund |
7.42%
7,533
|
$1,345,000 | 0.12% |
| Att Inc |
1.07%
46,292
|
$1,332,000 | 0.12% |
| Spdr Financial Select Sector Etf |
16.23%
34,663
|
$1,271,000 | 0.11% |
| Whirlpool Corp. |
11.12%
5,738
|
$1,250,000 | 0.11% |
| Novartis A G Sponsored Adr |
No change
13,455
|
$1,227,000 | 0.11% |
| Nice Ltd Sponsered Adr |
No change
4,829
|
$1,194,000 | 0.11% |
| Garmin Ltd |
1.95%
8,242
|
$1,192,000 | 0.11% |
| Comcast Corporation Cl A |
11.58%
20,713
|
$1,181,000 | 0.11% |
| Vanguard Total Bond Market Index Etf |
1.17%
13,635
|
$1,171,000 | 0.10% |
| Raytheon Technologies Corporation |
5.55%
13,164
|
$1,123,000 | 0.10% |
| Cardinal Health, Inc. |
1.11%
19,355
|
$1,104,000 | 0.10% |
| Visa Inc |
2.62%
4,621
|
$1,080,000 | 0.10% |
| Spdr Consumer Staples Select Sector Fund |
No change
15,398
|
$1,077,000 | 0.10% |
| Lilly Eli Co |
2.43%
4,692
|
$1,076,000 | 0.10% |
| Tecnoglass Inc |
Opened
50,000
|
$1,070,000 | 0.10% |
| Waste Management, Inc. |
26.35%
7,632
|
$1,069,000 | 0.10% |
| Automatic Data Processing Inc. |
0.47%
5,386
|
$1,069,000 | 0.10% |
| Vanguard Ftse Emerging Markets Etf |
11.32%
17,798
|
$966,000 | 0.09% |
| Diageo Plc Sponsored Adr |
No change
4,979
|
$954,000 | 0.09% |
| Unitedhealth Group Inc |
40.89%
2,379
|
$952,000 | 0.09% |
| Ishares Msci Emerging Markets Index |
8.23%
16,610
|
$916,000 | 0.08% |
| Direxion Daily Sp 500 Bull 3x Shares |
Closed
10,626
|
$902,000 | |
| Oracle Corp. |
6.02%
11,481
|
$893,000 | 0.08% |
| Vanguard Mid-cap Growth Index Fund |
3.93%
3,767
|
$890,000 | 0.08% |
| Exxon Mobil Corp. |
23.96%
13,752
|
$867,000 | 0.08% |
| Copart, Inc. |
0.13%
6,210
|
$818,000 | 0.07% |
| Vanguard Small Cap Etf |
12.39%
3,602
|
$811,000 | 0.07% |
| Regions Financial Corp. |
No change
40,080
|
$808,000 | 0.07% |
| Ishares Iboxx Investment Grade Corp Bond |
34.70%
5,897
|
$792,000 | 0.07% |
| Target Corp |
6.75%
3,262
|
$788,000 | 0.07% |
| Mastercard Incorporated |
3.93%
2,115
|
$772,000 | 0.07% |
| American Electric Power Company Inc. |
3.08%
8,834
|
$747,000 | 0.07% |
| PayPal Holdings Inc |
31.36%
2,535
|
$738,000 | 0.07% |
| Freeport-McMoRan Inc |
No change
19,120
|
$709,000 | 0.06% |
| Berkshire Hathaway Inc. |
11.01%
2,550
|
$708,000 | 0.06% |
| Vanguard Short Term Treasury |
38.63%
11,301
|
$694,000 | 0.06% |
| The Allstate Corporation |
7.79%
5,313
|
$693,000 | 0.06% |
| Cadence Design System Inc |
0.28%
5,058
|
$692,000 | 0.06% |
| Vanguard Ftse All-world Ex-us Etf |
15.05%
10,862
|
$688,000 | 0.06% |
| Deere Co Inc |
0.26%
1,926
|
$679,000 | 0.06% |
| Ishares U.s. Preferred Hybrid Securities Index |
105.81%
16,298
|
$641,000 | 0.06% |
| Lowes Cos Inc |
1.93%
3,216
|
$623,000 | 0.06% |
| Ishares Dow Jones Select Dividend Index |
6.68%
5,320
|
$620,000 | 0.06% |
| Vanguard Materials Index Fund |
2.63%
3,292
|
$595,000 | 0.05% |
| Canadian Pacific Railway Ltd |
400.00%
7,630
|
$586,000 | 0.05% |
| Ishares 1-5 Year Investment Grade Corporate Bd Etf |
6.41%
10,622
|
$582,000 | 0.05% |
| Spdr Energy Select Sector Spdr Fund |
2.75%
10,747
|
$578,000 | 0.05% |
| Direxion Etf Small Cap Bull3x |
Closed
6,404
|
$573,000 | |
| Crown Castle International Corp |
No change
2,870
|
$559,000 | 0.05% |
| Walmart Inc |
7.24%
3,944
|
$556,000 | 0.05% |
| Ishares Floating Rate Bond Etf |
No change
10,688
|
$543,000 | 0.05% |
| Broadridge Finl Solutions Inc |
6.68%
3,256
|
$525,000 | 0.05% |
| Spdr Utilities Select Sector Spdr Fund |
47.25%
8,248
|
$521,000 | 0.05% |
| Vanguard Growth Etf |
19.52%
1,814
|
$520,000 | 0.05% |
| Dover Corp. |
0.03%
3,335
|
$502,000 | 0.04% |
| Constellation Brands Inc |
0.71%
2,086
|
$487,000 | 0.04% |
| Gallagher Arthur J Co |
1.79%
3,356
|
$470,000 | 0.04% |
| Illinois Tool Works, Inc. |
0.41%
1,956
|
$437,000 | 0.04% |
| Ishares Core Msci Eafe Etf |
No change
5,813
|
$435,000 | 0.04% |
| Dominion Energy Inc |
0.80%
5,462
|
$401,000 | 0.04% |
| Vanguard Short-term Corporate Bond Index Fund |
455.34%
4,787
|
$395,000 | 0.04% |
| T. Rowe Price Group Inc. |
3.43%
1,992
|
$394,000 | 0.04% |
| Boeing Co. |
No change
1,628
|
$390,000 | 0.03% |
| Sap Se Spon Adr Each Rep 1 Ord Npv |
0.61%
2,608
|
$366,000 | 0.03% |
| Microchip Tech Inc |
12.23%
2,447
|
$366,000 | 0.03% |
| Stryker Corp. |
6.90%
1,404
|
$364,000 | 0.03% |
| Proshares Ultrapro Dow30 |
Closed
2,809
|
$360,000 | |
| Vanguard Communication Services Etf |
0.16%
2,436
|
$350,000 | 0.03% |
| Veeva Sys Inc Cl A |
No change
1,115
|
$346,000 | 0.03% |
| Ishares 5-10 Yr Investment Grade Corporate Bd Etf |
13.48%
5,674
|
$343,000 | 0.03% |
| Bank Of New York Mellon Corp |
0.30%
6,584
|
$337,000 | 0.03% |
| Lauder Estee Inc Cl A |
39.80%
1,048
|
$333,000 | 0.03% |
| Shopify Inc A |
No change
225
|
$328,000 | 0.03% |
| Ishares Russell Midcap Growth Index |
No change
2,780
|
$314,000 | 0.03% |
| Xcel Energy Inc. |
13.79%
4,689
|
$308,000 | 0.03% |
| Spdr Real Estate Select Sector |
5.91%
6,921
|
$306,000 | 0.03% |
| Spdr Sp Midcap 400 |
No change
610
|
$299,000 | 0.03% |
| NVIDIA Corp |
20.13%
358
|
$286,000 | 0.03% |
| Eaton Corp Plc |
No change
1,926
|
$285,000 | 0.03% |
| Avantor Inc. |
7.26%
7,883
|
$279,000 | 0.02% |
| Ishares Us Technology Etf |
No change
2,763
|
$274,000 | 0.02% |
| Moodys Corp |
0.40%
758
|
$274,000 | 0.02% |
| Pool Corporation |
2.61%
597
|
$273,000 | 0.02% |
| Ishares Russell Midcap Value Index |
61.76%
2,365
|
$271,000 | 0.02% |
| Spdr Materials Select Sector Spdr Fund |
512.41%
3,258
|
$268,000 | 0.02% |
| General Mills, Inc. |
1.03%
4,409
|
$268,000 | 0.02% |
| Bank of America Corporation |
0.61%
6,261
|
$258,000 | 0.02% |
| Linde Plc |
1.88%
889
|
$257,000 | 0.02% |
| PRA Health Sciences Inc |
23.65%
1,475
|
$243,000 | 0.02% |
| Gilead Sciences, Inc. |
0.23%
3,506
|
$241,000 | 0.02% |
| Jones Lang Lasalle Inc. |
10.63%
1,236
|
$241,000 | 0.02% |
| Ecolab, Inc. |
0.61%
1,162
|
$239,000 | 0.02% |
| Altria Group Inc. |
3.25%
4,977
|
$237,000 | 0.02% |
| Coastal Financial Corp |
17.11%
8,123
|
$231,000 | 0.02% |
| Rio Tinto Plc Sponsored Adr |
No change
2,748
|
$230,000 | 0.02% |
| General Electric Co. |
8.93%
17,060
|
$229,000 | 0.02% |
| Tyler Technologies, Inc. |
No change
506
|
$228,000 | 0.02% |
| Regeneron Pharmaceuticals, Inc. |
14.49%
395
|
$220,000 | 0.02% |
| Genuine Parts Co. |
0.75%
1,726
|
$218,000 | 0.02% |
| Peoples United Financial Inc |
9.14%
12,714
|
$217,000 | 0.02% |
| ServiceNow Inc |
0.51%
395
|
$217,000 | 0.02% |
| Virtu Financial Inc |
No change
7,826
|
$216,000 | 0.02% |
| Check Point Software Technologies |
No change
1,856
|
$215,000 | 0.02% |
| RBC Bearings Inc. |
5.99%
1,083
|
$215,000 | 0.02% |
| Darden Restaurants, Inc. |
0.07%
1,474
|
$215,000 | 0.02% |
| Catalent Inc. |
No change
1,982
|
$214,000 | 0.02% |
| Mercury General Corp. |
No change
3,200
|
$207,000 | 0.02% |
| MercadoLibre Inc |
No change
130
|
$202,000 | 0.02% |
| Banco Bilbao Vizcaya Argentari Sponsored Adr |
2.90%
30,738
|
$190,000 | 0.02% |
| Spdr Sp Dividend |
41.37%
1,552
|
$189,000 | 0.02% |
| Owens Corning |
5.69%
1,921
|
$188,000 | 0.02% |
| MEDNAX Inc |
No change
6,167
|
$185,000 | 0.02% |
| PJT Partners Inc |
2.04%
2,597
|
$185,000 | 0.02% |
| Autodesk Inc. |
0.32%
618
|
$180,000 | 0.02% |
| Evans Bancorp Inc |
No change
4,810
|
$178,000 | 0.02% |
| Timken Co. |
No change
2,204
|
$177,000 | 0.02% |
| XPO Logistics Inc |
1.27%
1,248
|
$174,000 | 0.02% |
| First American Financial Corp |
No change
2,764
|
$172,000 | 0.02% |
| Avalara Inc |
No change
1,068
|
$172,000 | 0.02% |
| Alcon, Inc. |
No change
2,446
|
$171,000 | 0.02% |
| Alps Barrons 400 Etf |
No change
2,862
|
$170,000 | 0.02% |
| Vanguard Extended Markets Index Fund Etf |
No change
905
|
$170,000 | 0.02% |
| Guidewire Software Inc |
No change
1,509
|
$170,000 | 0.02% |
| ProShares UltraPro QQQ |
Closed
1,851
|
$168,000 | |
| Truist Financial Corporation |
6.57%
3,002
|
$166,000 | 0.01% |
| Conagra Brands Inc |
No change
4,541
|
$165,000 | 0.01% |
| Colgate-Palmolive Co. |
21.71%
2,030
|
$165,000 | 0.01% |
| Canadian National Railway Co. |
No change
1,531
|
$161,000 | 0.01% |
| Unilever Plc Sponsored Adr |
No change
2,756
|
$161,000 | 0.01% |
| Monster Beverage Corp. |
16.97%
1,744
|
$159,000 | 0.01% |
| Motorola Solutions Inc |
0.14%
730
|
$158,000 | 0.01% |
| MetLife, Inc. |
13.28%
2,653
|
$158,000 | 0.01% |
| Caseys General Stores Inc |
3.36%
806
|
$156,000 | 0.01% |
| Union Pacific Corp. |
7.59%
706
|
$155,000 | 0.01% |
| Analog Devices Inc. |
1.35%
903
|
$155,000 | 0.01% |
| Icici Bank Ltd Adr |
No change
9,104
|
$155,000 | 0.01% |
| Synovus Financial Corp. |
No change
3,425
|
$150,000 | 0.01% |
| Amerisourcebergen Corp |
0.08%
1,314
|
$150,000 | 0.01% |
| BlackLine Inc |
No change
1,331
|
$148,000 | 0.01% |
| Medtronic Plc |
16.03%
1,189
|
$147,000 | 0.01% |
| Black Knight Inc |
No change
1,893
|
$147,000 | 0.01% |
| Norfolk Southern Corp. |
No change
553
|
$146,000 | 0.01% |
| Watsco, Inc. |
No change
511
|
$146,000 | 0.01% |
| Enterprise Products Partners Lp |
No change
6,020
|
$145,000 | 0.01% |
| Fomento Economico Mexicano Sab Sponsored Adr |
No change
1,715
|
$144,000 | 0.01% |
| Itau Unibanco Holding Sa Sponsored Adr Rep Pfd |
No change
24,049
|
$144,000 | 0.01% |
| Qualcomm, Inc. |
3.48%
982
|
$140,000 | 0.01% |
| Gartner, Inc. |
5.45%
572
|
$138,000 | 0.01% |
| Hdfc Bank Ltd Adr |
No change
1,836
|
$134,000 | 0.01% |
| Sherwin-Williams Co. |
200.00%
489
|
$133,000 | 0.01% |
| Mckesson Corporation |
No change
691
|
$132,000 | 0.01% |
| Mondelez International Inc. |
No change
2,111
|
$131,000 | 0.01% |
| Align Technology, Inc. |
7.36%
214
|
$130,000 | 0.01% |
| Alliant Energy Corp. |
2.65%
2,324
|
$129,000 | 0.01% |
| Yandex N V |
4.83%
1,831
|
$129,000 | 0.01% |
| Ishares Iboxx High Yield Corporate Bond |
33.15%
1,462
|
$128,000 | 0.01% |
| Penumbra Inc |
23.40%
468
|
$128,000 | 0.01% |
| Hewlett Packard Enterprise Co |
No change
8,717
|
$127,000 | 0.01% |
| Old Dominion Freight Lines Inc |
No change
503
|
$127,000 | 0.01% |
| Barclays Bank Plc Sp Gsci Total Return Index Etn |
69.07%
8,205
|
$126,000 | 0.01% |
| Coupang, Inc. |
Opened
3,000
|
$125,000 | 0.01% |
| Hubbell Inc. |
6.59%
647
|
$120,000 | 0.01% |
| WEX Inc |
31.65%
622
|
$120,000 | 0.01% |
| Q2 Holdings Inc |
5.88%
1,168
|
$119,000 | 0.01% |
| Otis Worldwide Corporation |
1.75%
1,461
|
$119,000 | 0.01% |
| World Fuel Services Corp. |
17.80%
3,760
|
$119,000 | 0.01% |
| Alibaba Group Hldg Ltd Adr |
No change
524
|
$118,000 | 0.01% |
| Liberty Media Corp Delaware C Braves Grp |
6.78%
4,259
|
$118,000 | 0.01% |
| Exelon Corp. |
15.31%
2,673
|
$118,000 | 0.01% |
| Illumina Inc |
0.82%
247
|
$116,000 | 0.01% |
| Global Partners Lp Com Units |
No change
4,500
|
$116,000 | 0.01% |
| Vanguard Mega Cap Growth Etf |
No change
500
|
$115,000 | 0.01% |
| Invesco Water Resources ETF |
No change
2,133
|
$114,000 | 0.01% |
| Royal Dutch Shell Plc Sponsored Adr B |
0.97%
2,929
|
$113,000 | 0.01% |
| Ollies Bargain Outlet Holdings Com |
No change
1,346
|
$113,000 | 0.01% |
| Ambev Sa Spons Adr |
No change
32,798
|
$112,000 | 0.01% |
| American Express Co. |
1.04%
679
|
$112,000 | 0.01% |
| Vanguard Large Cap Etf |
No change
554
|
$111,000 | 0.01% |
| Ishares Dow Jones Intl Select Div Id Idv |
No change
3,389
|
$109,000 | 0.01% |
| Ishares National Muni Bond Etf |
No change
922
|
$108,000 | 0.01% |
| First Republic Bank |
0.17%
582
|
$108,000 | 0.01% |
| Humana Inc. |
6.64%
241
|
$106,000 | 0.01% |
| Keysight Technologies Inc |
0.30%
677
|
$104,000 | 0.01% |
| Cannae Holdings Inc |
No change
3,062
|
$103,000 | 0.01% |
| Republic Services, Inc. |
No change
921
|
$101,000 | 0.01% |
| Cooper Cos Inc |
No change
257
|
$101,000 | 0.01% |
| Vanguard Mid-cap Value Etf Voe |
30.78%
718
|
$100,000 | 0.01% |
| Vanguard Russell 1000 Growth Etf |
300.00%
1,436
|
$100,000 | 0.01% |
| Qts Realty Trust Inc |
No change
1,291
|
$99,000 | 0.01% |
| Ishares Sp Global Healthcare Sector Index Fund |
No change
1,200
|
$99,000 | 0.01% |
| Charles Schwab Corp. |
0.30%
1,347
|
$98,000 | 0.01% |
| RealPage Inc. |
Closed
1,116
|
$97,000 | |
| Ishares Msci Acwi Ex Us Index Fund Etf |
No change
1,672
|
$96,000 | 0.01% |
| Bank Ozk Com |
91.75%
2,287
|
$96,000 | 0.01% |
| CVS Health Corp |
12.41%
1,141
|
$95,000 | 0.01% |
| CSX Corp. |
202.46%
2,949
|
$94,000 | 0.01% |
| Ishares Russell Microcap Index |
8.92%
613
|
$93,000 | 0.01% |
| Steris Plc |
No change
446
|
$92,000 | 0.01% |
| Mettler-Toledo International, Inc. |
1.47%
67
|
$92,000 | 0.01% |
| Carrier Global Corporation |
2.70%
1,876
|
$91,000 | 0.01% |
| Makemytrip Limited Mauritius |
90.59%
3,000
|
$90,000 | 0.01% |
| Ishares Core Sp U.s. Value Etf |
No change
1,235
|
$88,000 | 0.01% |
| O'reilly Automotive Inc |
No change
155
|
$87,000 | 0.01% |
| Idexx Labs Inc |
2.82%
138
|
$87,000 | 0.01% |
| Vanguard Short Term Inf Prot Sec Index Etf |
No change
1,676
|
$87,000 | 0.01% |
| Vanguard Total Intl Bond Index |
Opened
1,540
|
$87,000 | 0.01% |
| Mccormick Co Inc Non Voting |
0.52%
959
|
$84,000 | 0.01% |
| Applied Materials Inc. |
0.68%
592
|
$84,000 | 0.01% |
| Utz Brands, Inc. |
No change
3,869
|
$84,000 | 0.01% |
| Clorox Co. |
9.41%
462
|
$83,000 | 0.01% |
| Raymond James Financial, Inc. |
No change
632
|
$82,000 | 0.01% |
| Ishares Dow Jones Us Aerospace Defense Ita |
No change
754
|
$82,000 | 0.01% |
| Lyondellbasell Industries N |
6.28%
795
|
$81,000 | 0.01% |
| M T Bank Corp |
2.78%
555
|
$80,000 | 0.01% |
| Spdr Series Trust Prtflo Sp500 Vl |
Closed
2,102
|
$79,000 | |
| Kimberly-Clark Corp. |
No change
591
|
$79,000 | 0.01% |
| Resmed Inc. |
No change
317
|
$78,000 | 0.01% |
| Vanguard Intermediate-term Corporate Bond Etf |
44.92%
813
|
$77,000 | 0.01% |
| Ishares Core Sp U.s. Growth Etf |
No change
751
|
$75,000 | 0.01% |
| Fiserv, Inc. |
0.56%
704
|
$75,000 | 0.01% |
| Gentex Corp. |
No change
2,277
|
$75,000 | 0.01% |
| China Mobile Ltd Sponsored Adr |
Closed
2,711
|
$74,000 | |
| Spdr Series Trust Sp 500 Growth |
Closed
1,322
|
$74,000 | |
| Zimmer Biomet Holdings Inc |
No change
462
|
$74,000 | 0.01% |
| Invesco Sp 500 Revenue Etf |
Opened
1,000
|
$73,000 | 0.01% |
| Proassurance Corporation |
No change
3,200
|
$72,000 | 0.01% |
| Ishares Msci Emerging Markets Min Vol Factor Etf |
No change
1,128
|
$72,000 | 0.01% |
| Jp Morgan Betabuilders Canada Etf |
Closed
2,425
|
$71,000 | |
| Advanced Micro Devices Inc. |
45.03%
744
|
$69,000 | 0.01% |
| Goldman Sachs Group, Inc. |
No change
183
|
$69,000 | 0.01% |
| DuPont de Nemours Inc |
0.11%
903
|
$69,000 | 0.01% |
| Ncino, Inc. |
No change
1,144
|
$68,000 | 0.01% |
| Verisk Analytics Inc |
0.26%
378
|
$66,000 | 0.01% |
| Amphenol Corp. |
0.62%
967
|
$66,000 | 0.01% |
| Charter Communications Inc. |
No change
91
|
$65,000 | 0.01% |
| Madison Square Garden Cl A |
No change
375
|
$64,000 | 0.01% |
| Cae Inc. |
33.51%
2,099
|
$64,000 | 0.01% |
| Progressive Corp Ohio |
1.40%
635
|
$62,000 | 0.01% |
| Prologis Inc |
No change
523
|
$62,000 | 0.01% |
| Cigna Corp. |
No change
262
|
$62,000 | 0.01% |
| Marsh Mclennan Cos Inc |
No change
429
|
$60,000 | 0.01% |
| Chubb Limited |
27.20%
372
|
$59,000 | 0.01% |
| Vanguard Ftse All-world Ex-us Small Cap Etf |
Opened
437
|
$59,000 | 0.01% |
| Cullen Frost Bankers Inc. |
Closed
549
|
$59,000 | |
| Cardiovascular Systems Inc. |
No change
1,396
|
$59,000 | 0.01% |
| Atricure Inc |
94.69%
734
|
$58,000 | 0.01% |
| Madison Square Garden Entertainment Corp. |
No change
698
|
$58,000 | 0.01% |
| Centene Corp. |
0.37%
808
|
$58,000 | 0.01% |
| Masco Corp. |
0.31%
973
|
$57,000 | 0.01% |
| Prudential Financial Inc. |
3.75%
564
|
$57,000 | 0.01% |
| State Street Corp. |
No change
695
|
$57,000 | 0.01% |
| WillScot Mobile Mini Holdings Corp |
No change
2,025
|
$56,000 | 0.01% |
| Genmab A S |
No change
1,323
|
$54,000 | 0.00% |
| Asml Holding N V |
No change
79
|
$54,000 | 0.00% |
| Huntington Bancshares, Inc. |
32.58%
3,853
|
$54,000 | 0.00% |
| Crane Co. |
No change
574
|
$53,000 | 0.00% |
| Anthem Inc |
94.61%
140
|
$53,000 | 0.00% |
| CMS Energy Corporation |
32.96%
889
|
$52,000 | 0.00% |
| Oshkosh Corp |
No change
418
|
$52,000 | 0.00% |
| Bhp Group Ltd Adr |
57.49%
715
|
$52,000 | 0.00% |
| Ishares Barclays 3-7 Year Treasury Bond Fund |
No change
400
|
$52,000 | 0.00% |
| Blackstone Group Lp |
No change
536
|
$52,000 | 0.00% |
| Wells Fargo Co |
78.59%
1,156
|
$52,000 | 0.00% |
| Textron Inc. |
0.65%
763
|
$52,000 | 0.00% |
| Knowles Corp |
No change
2,616
|
$51,000 | 0.00% |
| Glaxosmithkline Plc Adr |
No change
1,287
|
$51,000 | 0.00% |
| Ishares Barclays Short Treasury Bond Fund |
No change
458
|
$50,000 | 0.00% |
| Fortinet Inc |
0.47%
213
|
$50,000 | 0.00% |
| Becton Dickinson Co |
78.17%
208
|
$50,000 | 0.00% |
| Grainger Ww Inc |
1.77%
115
|
$50,000 | 0.00% |
| Micron Technology Inc. |
1.52%
582
|
$49,000 | 0.00% |
| IQVIA Holdings Inc |
No change
199
|
$48,000 | 0.00% |
| Spdr Dow Jones Industrial Average |
No change
140
|
$48,000 | 0.00% |
| Global X Autonomous Electric Vehicles Etf |
No change
1,670
|
$47,000 | 0.00% |
| General Dynamics Corp. |
19.11%
254
|
$47,000 | 0.00% |
| Entergris Inc |
No change
384
|
$47,000 | 0.00% |
| Nio Inc Adr |
50.00%
900
|
$47,000 | 0.00% |
| Diamondback Energy Inc |
0.78%
508
|
$47,000 | 0.00% |
| Spdr Sp Biotech Etf |
No change
350
|
$47,000 | 0.00% |
| Barclays Bank Plc Ipath Bloomberg Commodity Index Total Return Etn |
No change
1,720
|
$46,000 | 0.00% |
| Dow Inc |
No change
723
|
$45,000 | 0.00% |
| Idex Corporation |
No change
207
|
$45,000 | 0.00% |
| CDW Corp |
0.39%
258
|
$45,000 | 0.00% |
| Spdr Bloomberg Barclays High Yield Bond Etf |
No change
411
|
$45,000 | 0.00% |
| Middleby Corp. |
2,777.78%
259
|
$44,000 | 0.00% |
| Xilinx, Inc. |
1.66%
307
|
$44,000 | 0.00% |
| Horizon Therapeutics Pub Ltd |
No change
470
|
$44,000 | 0.00% |
| Tractor Supply Co. |
0.87%
233
|
$43,000 | 0.00% |
| EBay Inc. |
18.39%
618
|
$43,000 | 0.00% |
| Pioneer Natural Resources Co. |
No change
265
|
$43,000 | 0.00% |
| Keurig Dr Pepper Inc |
8.23%
1,236
|
$43,000 | 0.00% |
| Kraneshares Electric Vehicles And Future Mobility Etf |
44.36%
903
|
$42,000 | 0.00% |
| nVent Electric plc |
No change
1,373
|
$42,000 | 0.00% |
| United Rentals, Inc. |
No change
134
|
$42,000 | 0.00% |
| Williams-Sonoma, Inc. |
No change
260
|
$41,000 | 0.00% |
| West Pharmaceutical Services, Inc. |
No change
116
|
$41,000 | 0.00% |
| Biogen Inc |
19.00%
119
|
$41,000 | 0.00% |
| Terminix Global Holdings Inc |
No change
862
|
$41,000 | 0.00% |
| Seagate Technology Holdings Plc |
Closed
539
|
$41,000 | |
| WestRock Co |
No change
776
|
$41,000 | 0.00% |
| Athene Holding Limited Ltd Cl A |
No change
613
|
$41,000 | 0.00% |
| X-trackers Etf Tr Db X-trackers Harvest Csi 300 |
Opened
1,000
|
$40,000 | 0.00% |
| Constellium SE |
No change
2,140
|
$40,000 | 0.00% |
| Vanguard Ftse European Etf |
Opened
600
|
$40,000 | 0.00% |
| Zebra Technologies Corp. |
No change
76
|
$40,000 | 0.00% |
| Nuveen Amt-free Municipal Credit Income |
Opened
2,227
|
$39,000 | 0.00% |
| Vanguard Sp 500 Etf |
No change
100
|
$39,000 | 0.00% |
| Ametek Inc |
0.34%
294
|
$39,000 | 0.00% |
| Lamb Weston Holdings Inc |
0.61%
489
|
$39,000 | 0.00% |
| Skywork Solutions Inc |
1.47%
207
|
$39,000 | 0.00% |
| Cameco Corp. |
No change
2,028
|
$38,000 | 0.00% |
| Charles River Labs Intl Inc |
No change
105
|
$38,000 | 0.00% |
| Ishares Core Msci Emerging Markets Etf |
No change
581
|
$38,000 | 0.00% |
| TE Connectivity Ltd |
4.98%
286
|
$38,000 | 0.00% |
| Etsy Inc |
20.13%
185
|
$38,000 | 0.00% |
| Huntington Ingalls Inds Inc |
No change
183
|
$38,000 | 0.00% |
| Synopsys, Inc. |
0.73%
138
|
$38,000 | 0.00% |
| Burlington Stores Inc |
No change
120
|
$38,000 | 0.00% |
| Nexstar Broadcasting Group Cl A |
No change
251
|
$37,000 | 0.00% |
| Evercore Inc |
50.57%
265
|
$37,000 | 0.00% |
| Cummins Inc. |
7.32%
152
|
$37,000 | 0.00% |
| Wisdomtree Europe Hedged Equity Index |
No change
496
|
$37,000 | 0.00% |
| Kansas City Southern Inds Inc |
1.50%
131
|
$37,000 | 0.00% |
| Lululemon Athletica inc. |
No change
103
|
$37,000 | 0.00% |
| F M C Corp |
No change
342
|
$37,000 | 0.00% |
| ITT Inc |
No change
408
|
$37,000 | 0.00% |
| HCA Healthcare Inc |
0.56%
179
|
$37,000 | 0.00% |
| Sunoco LP |
No change
1,000
|
$37,000 | 0.00% |
| Generac Holdings Inc |
No change
88
|
$36,000 | 0.00% |
| Cintas Corporation |
1.04%
95
|
$36,000 | 0.00% |
| DXC Technology Co |
No change
942
|
$36,000 | 0.00% |
| Shutterstock Inc |
No change
373
|
$36,000 | 0.00% |
| Valero Energy Corp. |
222.22%
464
|
$36,000 | 0.00% |
| Best Buy Co. Inc. |
No change
307
|
$35,000 | 0.00% |
| Fox Corporation |
No change
969
|
$35,000 | 0.00% |
| Equinix Inc |
2.38%
43
|
$34,000 | 0.00% |
| Ball Corp. |
No change
429
|
$34,000 | 0.00% |
| Darling Ingredients Inc |
4.11%
513
|
$34,000 | 0.00% |
| Paycom Software Inc |
5.00%
95
|
$34,000 | 0.00% |
| Sun Communities, Inc. |
No change
198
|
$33,000 | 0.00% |
| Booz Allen Hamilton Holding Corp |
No change
393
|
$33,000 | 0.00% |
| Energy Transfer Operating Lp |
25.92%
3,148
|
$33,000 | 0.00% |
| Jp Morgan Betabuilders Europe Etf |
Closed
1,216
|
$33,000 | |
| Monolithic Power Systems Inc |
2.30%
89
|
$33,000 | 0.00% |
| Tcf Financial Corporation |
Closed
718
|
$33,000 | |
| Inovalon Holdings Inc |
No change
985
|
$33,000 | 0.00% |
| Take-Two Interactive Software, Inc. |
0.53%
188
|
$33,000 | 0.00% |
| Church Dwight Co Inc |
No change
394
|
$33,000 | 0.00% |
| Avery Dennison Corp. |
No change
160
|
$33,000 | 0.00% |
| Markel Corp |
No change
28
|
$33,000 | 0.00% |
| Simon Property Group, Inc. |
0.81%
249
|
$32,000 | 0.00% |
| Hillenbrand Inc |
No change
737
|
$32,000 | 0.00% |
| Global X Lithium Battery Tech Etf |
No change
444
|
$32,000 | 0.00% |
| BrightView Holdings Inc |
No change
2,009
|
$32,000 | 0.00% |
| Compass Minerals International Inc |
0.36%
556
|
$32,000 | 0.00% |
| Schwab Us Dividend Equity Etf |
Opened
411
|
$31,000 | 0.00% |
| Ishares Biotechnology Etf |
166.67%
192
|
$31,000 | 0.00% |
| Teleflex Incorporated |
No change
79
|
$31,000 | 0.00% |
| Hostess Brands, Inc. |
No change
1,940
|
$31,000 | 0.00% |
| Morgan Stanley |
8.82%
341
|
$31,000 | 0.00% |
| KLA Corp. |
1.05%
96
|
$31,000 | 0.00% |
| Henry Jack Assoc Inc |
2.06%
190
|
$31,000 | 0.00% |
| Intercontinental Exchange Inc |
8.44%
257
|
$30,000 | 0.00% |
| DENTSPLY Sirona Inc |
4.26%
490
|
$30,000 | 0.00% |
| Vistra Energy Corp |
No change
1,636
|
$30,000 | 0.00% |
| Loews Corp. |
No change
556
|
$30,000 | 0.00% |
| Accolade, Inc. |
Opened
556
|
$30,000 | 0.00% |
| CIENA Corp. |
No change
542
|
$30,000 | 0.00% |
| CDK Global Inc |
No change
589
|
$29,000 | 0.00% |
| Callaway Golf Co. |
No change
886
|
$29,000 | 0.00% |
| Stericycle Inc. |
No change
410
|
$29,000 | 0.00% |
| Devon Energy Corp. |
No change
1,002
|
$29,000 | 0.00% |
| Floor Decor Holdings Inc |
No change
283
|
$29,000 | 0.00% |
| CME Group Inc |
2.17%
141
|
$29,000 | 0.00% |
| No transactions found in first 500 rows out of 1292 | |||
| Showing first 500 out of 1292 holdings | |||
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