Cahill Financial Advisors Inc 13F annual report
Cahill Financial Advisors Inc is an investment fund managing more than $733 billion ran by Crystal Nye. There are currently 259 companies in Mrs. Nye’s portfolio. The largest investments include Vaneck Vectors Morningstar Wide Moat Etf and Vanguard Growth Index Fund, together worth $84.5 billion.
Limited to 30 biggest holdings
$733 billion Assets Under Management (AUM)
As of 6th May 2024, Cahill Financial Advisors Inc’s top holding is 542,193 shares of Vaneck Vectors Morningstar Wide Moat Etf currently worth over $48.7 billion and making up 6.6% of the portfolio value.
In addition, the fund holds 103,930 shares of Vanguard Growth Index Fund worth $35.8 billion.
The third-largest holding is Ishares S&p 500 Value Etf worth $28.3 billion and the next is Schwab Fundamental U.s. Large Company Index Etf worth $25 billion, with 371,603 shares owned.
Currently, Cahill Financial Advisors Inc's portfolio is worth at least $733 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 Cahill Financial Advisors Inc
The Cahill Financial Advisors Inc office and employees reside in Edina, Minnesota. According to the last 13-F report filed with the SEC, Crystal Nye serves as the Chief Compliance Officer at Cahill Financial Advisors Inc.
Recent trades
In the most recent 13F filing, Cahill Financial Advisors Inc revealed that it had opened a new position in
Ishares U.s. Technology Etf and bought 25,382 shares worth $3.43 billion.
The investment fund also strengthened its position in Vaneck Vectors Morningstar Wide Moat Etf by buying
65,079 additional shares.
This makes their stake in Vaneck Vectors Morningstar Wide Moat Etf total 542,193 shares worth $48.7 billion.
On the other hand, there are companies that Cahill Financial Advisors Inc is getting rid of from its portfolio.
Cahill Financial Advisors Inc closed its position in Ishares Msci Usa Value Factor Etf on 13th May 2024.
It sold the previously owned 95,634 shares for $8.97 billion.
Crystal Nye also disclosed a decreased stake in Ishares S&p 500 Growth Etf by approximately 0.1%.
This leaves the value of the investment at $21.4 billion and 253,640 shares.
One of the average hedge funds
The two most similar investment funds to Cahill Financial Advisors Inc are Gilbert & Cook and Portland Global Advisors. They manage $733 billion and $734 billion respectively.
Crystal Nye investment strategy
Cahill Financial Advisors Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 3.1% of
the total portfolio value.
The fund focuses on investments in the United States as
24.7% 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
24% of the total holdings value.
On the other hand, small-cap stocks make up only 6.2% of the portfolio.
The average market cap of the portfolio companies is close to $205 billion.
The complete list of Cahill Financial Advisors Inc trades based on 13F SEC filings
These positions were updated on May 13th 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 |
|---|---|---|---|
| Vaneck Vectors Morningstar Wide Moat Etf |
13.64%
542,193
|
$48,743,183,000 | 6.65% |
| Vanguard Growth Index Fund |
7.30%
103,930
|
$35,772,741,000 | 4.88% |
| Ishares S&p 500 Value Etf |
40.80%
151,657
|
$28,331,034,000 | 3.86% |
| Schwab Fundamental U.s. Large Company Index Etf |
9.03%
371,603
|
$25,042,351,000 | 3.42% |
| Ishares S&p 500 Growth Etf |
9.89%
253,640
|
$21,417,332,000 | 2.92% |
| Vanguard Total Bond Market Index Fund |
23.22%
292,358
|
$21,233,976,000 | 2.90% |
| Vanguard Value Etf |
16.32%
127,570
|
$20,776,093,000 | 2.83% |
| Dimensional U.s. Core Equity 2 Etf |
24.79%
634,417
|
$20,269,620,000 | 2.76% |
| Vanguard Dividend Appreciation Index Fund |
9.31%
108,590
|
$19,829,694,000 | 2.70% |
| Wisdomtree U.s. Quality Dividend Growth Fund |
7.59%
246,083
|
$18,749,092,000 | 2.56% |
| Vanguard Ftse Developed Markets Etf |
3.16%
337,405
|
$16,927,631,000 | 2.31% |
| Ishares Msci Eafe Value Etf |
12.00%
310,533
|
$16,892,989,000 | 2.30% |
| Berkshire Hathaway Inc. |
9.07%
39,966
|
$16,806,682,000 | 2.29% |
| Vanguard Short-term Bond Etf |
0.73%
197,959
|
$15,177,523,000 | 2.07% |
| Dimensional World Ex U.s. Core Equity 2 Etf |
39.64%
582,447
|
$14,817,460,000 | 2.02% |
| Apple Inc |
15.73%
83,120
|
$14,253,422,000 | 1.94% |
| Capital Group International Focus Equity Etf |
20.46%
480,205
|
$12,379,689,000 | 1.69% |
| Ishares Msci Eafe Growth Etf |
6.62%
110,566
|
$11,475,688,000 | 1.57% |
| Ishares Msci Usa Quality Factor Etf |
3,796.52%
61,526
|
$10,111,778,000 | 1.38% |
| Vanguard Ftse Emerging Markets Etf |
7.86%
239,002
|
$9,983,100,000 | 1.36% |
| Ishares Russell Mid-cap Etf |
3.60%
113,529
|
$9,546,666,000 | 1.30% |
| Schwab U.s. Large-cap Etf |
37.00%
150,917
|
$9,365,899,000 | 1.28% |
| Ishares Msci Usa Value Factor Etf |
Closed
95,634
|
$8,969,484,000 | |
| Schwab Fundamental International Large Company Index Etf |
15.09%
248,556
|
$8,851,082,000 | 1.21% |
| Ishares Core S&p Mid-cap Etf |
450.62%
141,180
|
$8,575,274,000 | 1.17% |
| Ishares Core S&p Small Cap Etf |
90.27%
73,502
|
$8,123,402,000 | 1.11% |
| Vanguard Mid-cap Etf |
14.85%
24,972
|
$6,239,520,000 | 0.85% |
| Schwab U.s. Large-cap Growth Etf |
22.44%
62,598
|
$5,804,048,000 | 0.79% |
| Vanguard Real Estate Etf |
1.45%
63,864
|
$5,522,955,000 | 0.75% |
| Invesco BuyBack Achievers ETF |
4.86%
49,730
|
$5,382,275,000 | 0.73% |
| Spdr S&p 600 Small Cap Value Etf |
1.69%
64,258
|
$5,331,520,000 | 0.73% |
| Schwab Us Dividend Equity Etf |
106.20%
64,674
|
$5,214,654,000 | 0.71% |
| Microsoft Corporation |
7.55%
11,875
|
$4,996,210,000 | 0.68% |
| Schwab U.s. Large-cap Value Etf |
19.23%
57,815
|
$4,392,765,000 | 0.60% |
| Ishares U.s. Treasury Bond Etf |
57.43%
184,999
|
$4,212,436,000 | 0.57% |
| Invesco International Dividend Achievers ETF |
3.47%
226,162
|
$4,193,052,000 | 0.57% |
| Vanguard Short-term Corporate Bond Etf |
2.70%
53,204
|
$4,113,198,000 | 0.56% |
| Schwab U.s. Small-cap Etf |
0.16%
78,183
|
$3,849,738,000 | 0.53% |
| Spdr S&p Global Natural Resources Etf |
2.72%
64,721
|
$3,749,276,000 | 0.51% |
| Vanguard Total International Bond Etf |
42.31%
73,882
|
$3,634,275,000 | 0.50% |
| Ishares Core High Dividend Etf |
2.27%
32,536
|
$3,585,755,000 | 0.49% |
| Ishares U.s. Technology Etf |
Opened
25,382
|
$3,428,032,000 | 0.47% |
| Wisdomtree International High Dividend Fund |
20.80%
82,560
|
$3,271,865,000 | 0.45% |
| iShares MSCI EAFE Small-Cap ETF |
2.95%
51,598
|
$3,267,703,000 | 0.45% |
| Vanguard Russell 1000 Value Etf |
2.77%
41,303
|
$3,248,058,000 | 0.44% |
| Ishares Core S&p 500 Etf |
8.60%
6,160
|
$3,238,431,000 | 0.44% |
| Ishares Treasury Floating Rate Bond Etf |
Opened
63,696
|
$3,228,731,000 | 0.44% |
| Schwab International Equity Etf |
6.96%
81,309
|
$3,172,684,000 | 0.43% |
| Vanguard Small-cap Value Etf |
9.76%
16,134
|
$3,095,799,000 | 0.42% |
| Vanguard Global Ex-us Real Estate Etf |
0.45%
72,928
|
$3,073,179,000 | 0.42% |
| Spdr S&p 500 Etf |
7.36%
5,817
|
$3,042,935,000 | 0.42% |
| Wisdomtree U.s. Midcap Dividend Fund |
11.74%
61,387
|
$2,993,864,000 | 0.41% |
| JPMorgan Equity Premium Income |
15.34%
49,907
|
$2,887,626,000 | 0.39% |
| Spdr Portfolio Aggregate Bond Etf |
35.80%
106,703
|
$2,697,457,000 | 0.37% |
| Ishares J.p. Morgan Usd Emerging Markets Bond Etf |
0.36%
29,890
|
$2,680,231,000 | 0.37% |
| Invesco S&p 500 Equal Weight Etf |
19.58%
15,387
|
$2,606,106,000 | 0.36% |
| Spdr Portfolio High Yield Bond Etf |
76.97%
107,153
|
$2,513,811,000 | 0.34% |
| Ishares Russell 3000 Etf |
0.13%
8,315
|
$2,495,219,000 | 0.34% |
| Amazon.com Inc. |
10.15%
13,727
|
$2,476,140,000 | 0.34% |
| Sei Enhanced U.s. Large Cap Value Factor Etf |
Opened
78,315
|
$2,425,416,000 | 0.33% |
| Northern Oil & Gas, Inc |
3.08%
61,049
|
$2,422,424,000 | 0.33% |
| Sei Enhanced U.s. Large Cap Momentum Factor Etf |
Opened
74,693
|
$2,400,745,000 | 0.33% |
| Invesco S&p 500 Equal Weight Health Care Etf |
900.45%
75,494
|
$2,399,957,000 | 0.33% |
| Brookfield Infrastructure Partners Lp |
5.79%
75,424
|
$2,353,975,000 | 0.32% |
| Graco Inc. |
9.16%
24,627
|
$2,301,595,000 | 0.31% |
| Ishares Core Growth Allocation Etf |
7.45%
41,018
|
$2,283,459,000 | 0.31% |
| Vanguard Total Stock Market Etf |
19.57%
8,602
|
$2,235,602,000 | 0.30% |
| Unitedhealth Group Inc |
2.47%
4,400
|
$2,176,691,000 | 0.30% |
| Vanguard Russell 1000 Growth Etf |
15.21%
24,718
|
$2,142,299,000 | 0.29% |
| Vanguard Small-cap Etf |
6.04%
9,211
|
$2,105,581,000 | 0.29% |
| Ishares 20 Year Treasury Bond Etf |
Opened
22,069
|
$2,088,215,000 | 0.28% |
| Spdr S&p 600 Small Cap Growth Etf |
3.65%
22,342
|
$1,948,926,000 | 0.27% |
| Ishares Msci Frontier 100 Etf |
0.75%
67,051
|
$1,921,004,000 | 0.26% |
| Vanguard High Dividend Yield Etf |
12.79%
15,729
|
$1,903,029,000 | 0.26% |
| Ishares Russell 1000 Etf |
No change
6,571
|
$1,892,588,000 | 0.26% |
| Ishares Russell 2000 Etf |
0.30%
8,932
|
$1,878,395,000 | 0.26% |
| Dimensional US Core Equity Market ETF |
0.40%
51,072
|
$1,866,171,000 | 0.25% |
| Ishares Esg Aware Msci Usa Etf |
Closed
18,961
|
$1,847,912,000 | |
| Alps International Sector Dividend Dogs Etf |
8.69%
61,371
|
$1,823,961,000 | 0.25% |
| Vanguard Ultra-short Bond Etf |
0.55%
36,521
|
$1,809,599,000 | 0.25% |
| Schwab U.s. Tips Etf |
5.83%
34,671
|
$1,808,465,000 | 0.25% |
| Ishares Core S&p U.s. Growth Etf |
8.95%
15,235
|
$1,785,740,000 | 0.24% |
| Dimensional International Core Equity 2 Etf |
1.24%
65,379
|
$1,748,888,000 | 0.24% |
| X-trackers Usd High Yield Corporate Bond Etf |
Closed
50,056
|
$1,726,926,000 | |
| NVIDIA Corp |
23.64%
1,867
|
$1,686,668,000 | 0.23% |
| Ishares Msci Eafe Etf |
2.86%
20,968
|
$1,674,478,000 | 0.23% |
| Wisdomtree U.s. Smallcap Dividend Fund |
7.10%
50,957
|
$1,665,266,000 | 0.23% |
| Schwab U.s. Mid-cap Etf |
30.82%
20,302
|
$1,653,193,000 | 0.23% |
| Ishares Core S&p U.s. Value Etf |
1.89%
17,770
|
$1,607,121,000 | 0.22% |
| Pimco Corporate & Income Oppor Com |
56.57%
106,804
|
$1,588,173,000 | 0.22% |
| Ishares Russell 1000 Value Etf |
7.54%
8,674
|
$1,553,581,000 | 0.21% |
| 3M Co. |
30.73%
14,507
|
$1,538,714,000 | 0.21% |
| Ishares Core Msci Eafe Etf |
4.62%
20,507
|
$1,521,999,000 | 0.21% |
| Mastercard Incorporated |
4.16%
3,113
|
$1,498,906,000 | 0.20% |
| Spdr Bloomberg Barclays Convertible Securities Etf |
2.25%
19,736
|
$1,441,534,000 | 0.20% |
| Royal Caribbean Cruises Ltd |
20.30%
10,349
|
$1,438,614,000 | 0.20% |
| Wisdomtree Floating Rate Treasury Fund |
227.14%
28,566
|
$1,436,607,000 | 0.20% |
| Exxon Mobil Corp. |
30.87%
12,337
|
$1,434,105,000 | 0.20% |
| Ishares U.s. Pharmaceuticals Etf |
201.47%
21,088
|
$1,431,764,000 | 0.20% |
| Vanguard Tax-exempt Bond Etf |
17.48%
28,155
|
$1,424,643,000 | 0.19% |
| Schwab Us Aggregate Bond Etf |
5.54%
30,475
|
$1,401,850,000 | 0.19% |
| Target Corp |
9.18%
7,660
|
$1,390,662,000 | 0.19% |
| Vanguard International Dividend Appreciation Etf |
41.25%
16,793
|
$1,369,147,000 | 0.19% |
| Lockheed Martin Corp. |
25.02%
2,961
|
$1,346,952,000 | 0.18% |
| Invesco S&p 500 Equal Weight Consumer Staples Etf |
399.07%
40,619
|
$1,337,572,000 | 0.18% |
| Invesco S&p 500 Equal Weight Technology Etf |
866.29%
37,637
|
$1,324,436,000 | 0.18% |
| Raytheon Technologies Corp |
21.93%
13,484
|
$1,315,128,000 | 0.18% |
| Schwab Fundamental Emerging Markets Large Company Index Etf |
1.96%
46,637
|
$1,294,656,000 | 0.18% |
| Running Oak Efficient Growth Etf |
Opened
39,945
|
$1,245,201,000 | 0.17% |
| Vanguard Intermediate-term Corporate Bond Etf |
7.47%
15,350
|
$1,235,805,000 | 0.17% |
| Ishares Core S&p Total U.s. Stock Market Etf |
14.61%
10,348
|
$1,193,181,000 | 0.16% |
| Schwab 1-5 Year Corporate Bond Etf |
9.70%
24,667
|
$1,192,153,000 | 0.16% |
| Dimensional Us Sustainability Core 1 Etf |
Opened
34,383
|
$1,183,118,000 | 0.16% |
| Ibm Corp |
43.19%
6,114
|
$1,167,484,000 | 0.16% |
| Sei Enhanced U.s. Large Cap Quality Factor Etf |
Opened
35,676
|
$1,147,837,000 | 0.16% |
| Pimco Enhanced Short Maturity Active Exchange-traded Fund |
5.88%
11,328
|
$1,138,917,000 | 0.16% |
| Vanguard Esg U.s. Stock Etf |
14.86%
11,868
|
$1,105,986,000 | 0.15% |
| Schwab International Dividend Equity ETF |
Opened
45,533
|
$1,104,627,000 | 0.15% |
| Vanguard S&p 500 Etf |
60.01%
2,277
|
$1,094,426,000 | 0.15% |
| Honeywell International Inc |
9.53%
5,325
|
$1,093,010,000 | 0.15% |
| Visa Inc |
2.35%
3,815
|
$1,064,553,000 | 0.15% |
| Vanguard Short-term Inflation-protected Securities Etf |
1.34%
21,462
|
$1,027,825,000 | 0.14% |
| Vanguard Mid-cap Value Etf |
24.67%
6,564
|
$1,023,438,000 | 0.14% |
| Deere & Co. |
21.42%
2,484
|
$1,020,445,000 | 0.14% |
| Ishares National Muni Bond Etf |
10.52%
9,336
|
$1,004,554,000 | 0.14% |
| Edap Tms Sa |
No change
134,960
|
$991,956,000 | 0.14% |
| Caterpillar Inc. |
21.30%
2,705
|
$991,028,000 | 0.14% |
| Main Str Cap Corp Com |
47.31%
20,660
|
$977,415,000 | 0.13% |
| JPMorgan Chase & Co. |
16.18%
4,804
|
$962,322,000 | 0.13% |
| Vanguard Large Cap Etf |
22.15%
3,925
|
$940,983,000 | 0.13% |
| Schwab Fundamental U.s. Small Company Index Etf |
30.51%
16,192
|
$923,433,000 | 0.13% |
| Alps Sector Dividend Dogs Etf |
52.37%
17,102
|
$922,673,000 | 0.13% |
| Schwab Emerging Markets Equity Etf |
25.26%
36,397
|
$919,012,000 | 0.13% |
| Costco Wholesale Corp |
6.17%
1,248
|
$914,622,000 | 0.12% |
| Energy Select Sector Spdr Fund |
23.40%
9,451
|
$892,278,000 | 0.12% |
| Ishares Russell 1000 Growth Etf |
7.50%
2,602
|
$876,927,000 | 0.12% |
| Dimensional International Sustainability Core 1 Etf |
Opened
25,004
|
$841,891,000 | 0.11% |
| Alphabet Inc |
2.45%
5,524
|
$841,123,000 | 0.11% |
| Vanguard Emerging Markets Government Bond Etf |
33.33%
13,116
|
$837,456,000 | 0.11% |
| iShares Core Total USD Bond Market ETF |
174.85%
18,360
|
$837,032,000 | 0.11% |
| Invesco Qqq |
5.95%
1,834
|
$814,262,000 | 0.11% |
| Ishares S&p Small-cap 600 Value Etf |
77.37%
7,911
|
$812,915,000 | 0.11% |
| Schwab Short Term Us Treasury Etf |
4.33%
16,860
|
$812,802,000 | 0.11% |
| Ecolab, Inc. |
0.95%
3,512
|
$811,008,000 | 0.11% |
| Ishares Expanded Tech-software Sector Etf |
231.67%
9,353
|
$797,560,000 | 0.11% |
| iShares MBS ETF |
3.76%
8,462
|
$782,071,000 | 0.11% |
| Wisdomtree Emerging Markets High Dividend Fund |
Closed
20,283
|
$776,242,000 | |
| Ishares Broad Usd Investment Grade Corporate Bond Etf |
3.45%
15,244
|
$773,938,000 | 0.11% |
| Kinder Morgan Inc |
46.95%
41,407
|
$759,406,000 | 0.10% |
| Us Bancorp |
97.95%
16,901
|
$755,496,000 | 0.10% |
| iShares Exponential Technologies ETF |
75.26%
12,527
|
$746,836,000 | 0.10% |
| Vaneck Vectors High Yield Muni Etf |
3.03%
14,178
|
$740,942,000 | 0.10% |
| Tortoise Midstrm Energy Fd Inc Com |
12.31%
18,885
|
$723,843,000 | 0.10% |
| Vanguard Total World Stock Etf |
23.94%
6,486
|
$716,676,000 | 0.10% |
| Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf |
17.58%
35,496
|
$701,756,000 | 0.10% |
| Vanguard Small-cap Growth Index Fund |
1.03%
2,688
|
$700,883,000 | 0.10% |
| Eaton Vance Limited Duration Income Fund |
11.51%
69,890
|
$681,425,000 | 0.09% |
| Wisdomtree U.s. Ai Enhanced Value |
67.34%
6,536
|
$665,190,000 | 0.09% |
| Home Depot, Inc. |
22.96%
1,719
|
$659,239,000 | 0.09% |
| Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf |
0.09%
24,936
|
$640,606,000 | 0.09% |
| Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf |
35.18%
25,937
|
$635,715,000 | 0.09% |
| Vanguard Total International Stock Etf |
86.80%
10,461
|
$630,787,000 | 0.09% |
| Ishares U.s. Aerospace & Defense Etf |
4.19%
4,776
|
$630,137,000 | 0.09% |
| Etfmg Prime Cyber Security Etf |
Closed
11,917
|
$602,758,000 | |
| Johnson & Johnson |
5.69%
3,789
|
$599,406,000 | 0.08% |
| Xcel Energy Inc. |
6.60%
11,047
|
$593,792,000 | 0.08% |
| Ishares Msci Acwi Ex Us Etf |
1.64%
10,814
|
$577,353,000 | 0.08% |
| First Tr Exchange-traded Fd Dj Internt Idx |
1.82%
2,802
|
$574,564,000 | 0.08% |
| Ishares Core Msci Emerging Markets Etf |
18.80%
11,050
|
$570,174,000 | 0.08% |
| iShares Core MSCI Total International Stock ETF |
137.07%
8,110
|
$550,316,000 | 0.08% |
| Applied Materials Inc. |
30.62%
2,644
|
$545,345,000 | 0.07% |
| Williams Cos Inc |
42.92%
13,977
|
$544,700,000 | 0.07% |
| Dimensional Global Sustainability Fixed Income Etf |
Opened
10,444
|
$540,807,000 | 0.07% |
| Vanguard Ftse All-world Ex-us Etf |
5.05%
9,077
|
$532,360,000 | 0.07% |
| Wells Fargo & Co. |
20.12%
9,134
|
$529,413,000 | 0.07% |
| Adobe Inc |
5.19%
1,041
|
$525,289,000 | 0.07% |
| Schwab U.s. Reit Etf |
13.63%
25,651
|
$520,707,000 | 0.07% |
| Berkshire Hathaway Inc. |
Closed
1
|
$517,810,000 | |
| Broadcom Inc. |
38.63%
384
|
$508,934,000 | 0.07% |
| Mcdonald's Corp |
6.10%
1,792
|
$505,272,000 | 0.07% |
| Wisdomtree International Smallcap Dividend Fund |
0.31%
7,385
|
$481,563,000 | 0.07% |
| J.p. Morgan Nasdaq Equity Premium Income Etf |
Opened
8,822
|
$478,488,000 | 0.07% |
| Vanguard International High Dividend Yield Etf |
2.36%
6,889
|
$473,971,000 | 0.06% |
| Air Products & Chemicals Inc. |
Opened
1,932
|
$468,113,000 | 0.06% |
| Ishares Russell 2000 Value Etf |
14.15%
2,833
|
$449,944,000 | 0.06% |
| Oracle Corp. |
5.32%
3,574
|
$448,910,000 | 0.06% |
| Ford Motor Co. |
4.06%
33,780
|
$448,596,000 | 0.06% |
| Bank Of America Corp. |
45.59%
11,660
|
$442,128,000 | 0.06% |
| Robo Global Robotics & Automation Etf |
13.56%
7,532
|
$441,683,000 | 0.06% |
| Alphabet Inc |
Opened
2,876
|
$434,075,000 | 0.06% |
| Novo-nordisk A S Adr |
100.06%
3,359
|
$431,264,000 | 0.06% |
| Ishares Global Healthcare Etf |
No change
4,626
|
$430,912,000 | 0.06% |
| Church & Dwight Co., Inc. |
Opened
4,077
|
$425,225,000 | 0.06% |
| Idexx Laboratories, Inc. |
25.83%
760
|
$410,347,000 | 0.06% |
| Tractor Supply Co. |
10.95%
1,562
|
$408,807,000 | 0.06% |
| Facebook Inc Common Stock |
Opened
819
|
$397,693,000 | 0.05% |
| Totalenergies Se Sponsored Ads |
No change
5,718
|
$393,570,000 | 0.05% |
| NextEra Energy Inc |
49.09%
5,986
|
$382,539,000 | 0.05% |
| Accenture plc |
7.78%
1,081
|
$374,629,000 | 0.05% |
| Ishares Core Aggressive Allocation Etf |
2.54%
5,091
|
$374,011,000 | 0.05% |
| Rockwell Automation Inc |
40.79%
1,277
|
$371,974,000 | 0.05% |
| Ch Robinson Worldwide Inc |
2.79%
4,884
|
$371,868,000 | 0.05% |
| Ishares Core U.s. Aggregate Bond Etf |
Closed
3,793
|
$371,509,000 | |
| Ishares Russell 2000 Growth Etf |
2.18%
1,349
|
$365,406,000 | 0.05% |
| Procter & Gamble Co. |
9.92%
2,206
|
$357,973,000 | 0.05% |
| Becton, Dickinson and Company |
0.92%
1,427
|
$353,193,000 | 0.05% |
| Lowe's Companies Inc |
2.53%
1,386
|
$353,091,000 | 0.05% |
| Ishares U.s. Medical Devices Etf |
1.99%
6,003
|
$351,704,000 | 0.05% |
| Ishares U.s. Infrastructure Etf |
Closed
8,989
|
$351,278,000 | |
| Pimco Intermediate Municipal Bond Active Exchange-traded Fund |
Opened
6,534
|
$342,839,000 | 0.05% |
| Matthews Pacific Tiger Active Etf |
Opened
13,607
|
$340,456,000 | 0.05% |
| Intel Corp. |
39.05%
7,633
|
$337,135,000 | 0.05% |
| Vertiv Holdings Co Com Cl A |
Opened
4,124
|
$336,807,000 | 0.05% |
| Ishares Msci Usa Min Vol Factor Etf |
65.56%
3,885
|
$324,707,000 | 0.04% |
| Invesco S&p 100 Equal Weight Etf |
0.76%
3,400
|
$322,634,000 | 0.04% |
| Merck & Co Inc |
19.05%
2,431
|
$320,770,000 | 0.04% |
| Toyota Motor Corp Sp Adr Rep2com |
8.25%
1,257
|
$316,350,000 | 0.04% |
| Ishares Msci Global Min Vol Factor Etf |
Opened
2,999
|
$315,705,000 | 0.04% |
| Chevron Corp. |
20.46%
1,996
|
$314,865,000 | 0.04% |
| BNY Mellon US Large Cap Core Equity ETF |
9.84%
3,115
|
$310,877,000 | 0.04% |
| Vanguard S&p Small-cap 600 Etf |
7.93%
3,055
|
$310,088,000 | 0.04% |
| Genuine Parts Co. |
5.92%
2,001
|
$309,990,000 | 0.04% |
| Ishares Msci Em Esg Select Etf |
Closed
9,786
|
$309,531,000 | |
| Levi Strauss & Co New Cl A Com Stk |
22.78%
15,445
|
$308,746,000 | 0.04% |
| iShares Morningstar Mid-Cap Value ETF |
1.90%
4,192
|
$304,147,000 | 0.04% |
| Winnebago Inds Inc Com |
Closed
4,547
|
$303,261,000 | |
| Pacer Us Cash Cows 100 Etf |
Opened
5,107
|
$296,777,000 | 0.04% |
| Medtronic Plc |
34.13%
3,381
|
$294,657,000 | 0.04% |
| Proshares S&p 500 Dividend Aristocrats Etf |
1.67%
2,866
|
$290,672,000 | 0.04% |
| ServiceNow Inc |
23.34%
381
|
$290,474,000 | 0.04% |
| BlackRock Corporate High Yield Fund Inc. |
No change
29,492
|
$288,727,000 | 0.04% |
| Cbre Group Inc |
1.71%
2,968
|
$288,608,000 | 0.04% |
| Vanguard S&p Small-cap 600 Value Etf |
1.99%
3,178
|
$281,024,000 | 0.04% |
| Schwab U.s. Broad Market Etf |
0.79%
4,594
|
$280,466,000 | 0.04% |
| Phillips 66 |
Opened
1,713
|
$279,736,000 | 0.04% |
| Boeing Co. |
33.04%
1,437
|
$277,327,000 | 0.04% |
| Ishares Russell Mid-cap Growth Etf |
8.91%
2,372
|
$270,724,000 | 0.04% |
| Ally Finl Inc Com |
35.96%
6,664
|
$270,492,000 | 0.04% |
| Pfizer Inc. |
24.79%
9,625
|
$267,097,000 | 0.04% |
| Ishares S&p Mid-cap 400 Growth Etf |
0.14%
2,920
|
$266,426,000 | 0.04% |
| Ishares Msci Usa Momentum Factor Etf |
7.05%
1,411
|
$264,430,000 | 0.04% |
| Ishares Core Msci International Developed Markets Etf |
Opened
3,839
|
$257,712,000 | 0.04% |
| Gladstone Land Corp |
7.37%
19,180
|
$255,866,000 | 0.03% |
| Ishares Biotechnology Fund |
46.28%
1,849
|
$253,687,000 | 0.03% |
| Seagate Technology Plc |
Opened
2,676
|
$249,002,000 | 0.03% |
| Texas Instruments Inc. |
23.46%
1,421
|
$247,584,000 | 0.03% |
| Spdr Bloomberg Barclays Emerging Markets Local Bond Etf |
4.61%
12,062
|
$247,271,000 | 0.03% |
| iShares S&P Small-Cap 600 Growth ETF |
0.27%
1,888
|
$246,842,000 | 0.03% |
| First Trust Health Care Alphadex Fund |
0.27%
2,249
|
$246,419,000 | 0.03% |
| Delta Air Lines, Inc. |
Opened
5,011
|
$239,885,000 | 0.03% |
| Salesforce.com Inc |
Opened
791
|
$238,233,000 | 0.03% |
| Travelers Companies Inc. |
Opened
1,032
|
$237,507,000 | 0.03% |
| Spdr Portfolio S&p 500 Etf |
Opened
3,804
|
$234,060,000 | 0.03% |
| Wisdomtree International Midcap Dividend Fund |
Closed
4,025
|
$231,809,000 | |
| Ishares Msci Emerging Markets Etf |
Closed
5,803
|
$229,559,000 | |
| Newmont Corp |
13.47%
6,387
|
$228,926,000 | 0.03% |
| Tesla Inc |
19.28%
1,293
|
$227,296,000 | 0.03% |
| First Trust Mid Cap Core AlphaDEX Fund |
Opened
1,996
|
$226,313,000 | 0.03% |
| General Electric Company |
Opened
1,282
|
$225,069,000 | 0.03% |
| Global X U.s. Infrastructure Development Etf |
Closed
6,986
|
$219,570,000 | |
| Pepsico Inc |
8.36%
1,244
|
$217,724,000 | 0.03% |
| Marathon Petroleum Corp |
Opened
1,058
|
$213,087,000 | 0.03% |
| Cisco Systems, Inc. |
Opened
4,230
|
$211,117,000 | 0.03% |
| Walt Disney Co (The) |
Opened
1,723
|
$210,816,000 | 0.03% |
| Verizon Communications Inc |
Opened
4,942
|
$207,361,000 | 0.03% |
| Invesco S&p Midcap 400 Pure Growth Etf |
Opened
4,013
|
$203,447,000 | 0.03% |
| Walmart Inc |
Opened
3,369
|
$202,709,000 | 0.03% |
| Philip Morris International Inc |
Opened
2,195
|
$201,084,000 | 0.03% |
| Vodafone Group plc |
4.02%
20,221
|
$179,968,000 | 0.02% |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF |
Closed
12,839
|
$174,669,000 | |
| BlackRock Enhanced Equity Dividend Trust |
55.32%
10,170
|
$83,903,000 | 0.01% |
| Aberdeen Asia Pacific Income Fund, Inc |
37.64%
27,987
|
$78,362,000 | 0.01% |
| Polymet Mng Corp Com New |
Closed
29,173
|
$23,047,000 | |
| Senseonics Hldgs Inc Com |
No change
18,249
|
$9,692,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 274 holdings | |||
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