Wipfli Financial Advisors 13F annual report
Wipfli Financial Advisors is an investment fund managing more than $1.42 billion ran by Julie Nichols. There are currently 2430 companies in Mrs. Nichols’s portfolio. The largest investments include Ishares Tr and American Centy Etf Tr, together worth $715 million.
Limited to 30 biggest holdings
$1.42 billion Assets Under Management (AUM)
As of 19th October 2022, Wipfli Financial Advisors’s top holding is 4,544,635 shares of Ishares Tr currently worth over $260 million and making up 18.3% of the portfolio value.
In addition, the fund holds 8,563,730 shares of American Centy Etf Tr worth $455 million.
The third-largest holding is Dimensional Etf Trust worth $129 million and the next is Dimensional Etf Trust worth $50.6 million, with 1,706,238 shares owned.
Currently, Wipfli Financial Advisors's portfolio is worth at least $1.42 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 Wipfli Financial Advisors
The Wipfli Financial Advisors office and employees reside in Milwaukee, Wisconsin. According to the last 13-F report filed with the SEC, Julie Nichols serves as the Chief Financial Officer at Wipfli Financial Advisors.
Recent trades
In the most recent 13F filing, Wipfli Financial Advisors revealed that it had opened a new position in
Dimensional Etf Trust and bought 1,706,238 shares worth $50.6 million.
The investment fund also strengthened its position in Ishares Tr by buying
660,922 additional shares.
This makes their stake in Ishares Tr total 4,544,635 shares worth $260 million.
On the other hand, there are companies that Wipfli Financial Advisors is getting rid of from its portfolio.
Wipfli Financial Advisors closed its position in Dimensional Etf Trust on 26th October 2022.
It sold the previously owned 17,113 shares for $368 million.
Julie Nichols also disclosed a decreased stake in Dimensional Etf Trust by approximately 0.1%.
This leaves the value of the investment at $129 million and 4,744,616 shares.
One of the average hedge funds
The two most similar investment funds to Wipfli Financial Advisors are Merriman Wealth Management and Smithfield Trust Co. They manage $1.42 billion and $1.42 billion respectively.
Julie Nichols investment strategy
Wipfli Financial Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 4.4% of
the total portfolio value.
The fund focuses on investments in the United States as
51.6% 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
19% of the total holdings value.
On the other hand, small-cap stocks make up only 1.4% of the portfolio.
The average market cap of the portfolio companies is close to $19.7 billion.
The complete list of Wipfli Financial Advisors trades based on 13F SEC filings
These positions were updated on October 26th 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 |
|---|---|---|---|
| Dimensional Etf Trust |
Closed
17,113
|
$368,276,000 | |
| Ishares Tr |
17.02%
4,544,635
|
$259,565,000 | 18.25% |
| American Centy Etf Tr |
10.46%
8,563,730
|
$455,098,000 | 32.01% |
| Dimensional Etf Trust |
8.79%
4,744,616
|
$129,274,000 | 9.09% |
| Dimensional Etf Trust |
Opened
1,706,238
|
$50,553,000 | 3.56% |
| Apple Inc |
6,718.91%
205,590
|
$28,412,000 | 2.00% |
| Microsoft Corporation |
3,932.06%
79,109
|
$18,425,000 | 1.30% |
| Spdr Index Shs Fds |
40.61%
510,209
|
$13,420,000 | 0.94% |
| Vanguard Scottsdale Fds |
9.38%
195,334
|
$14,621,000 | 1.03% |
| Amazon.com Inc. |
Opened
89,757
|
$10,143,000 | 0.71% |
| Schwab Strategic Tr |
19.05%
495,326
|
$27,040,000 | 1.90% |
| Alphabet Inc |
Opened
123,902
|
$11,873,000 | 0.83% |
| Unitedhealth Group Inc |
Opened
13,117
|
$6,625,000 | 0.47% |
| Tesla Inc |
Opened
23,919
|
$6,345,000 | 0.45% |
| Johnson Johnson |
Opened
34,497
|
$5,635,000 | 0.40% |
| Home Depot, Inc. |
486.18%
19,080
|
$5,265,000 | 0.37% |
| Accenture Plc Ireland |
Opened
20,028
|
$5,153,000 | 0.36% |
| Procter And Gamble Co |
638.21%
40,587
|
$5,124,000 | 0.36% |
| Philip Morris International Inc |
Opened
58,965
|
$4,967,000 | 0.35% |
| Jpmorgan Chase Co |
Opened
46,876
|
$4,792,000 | 0.34% |
| First Horizon Corporation |
Opened
187,326
|
$4,318,000 | 0.30% |
| Vanguard Specialized Funds |
71.96%
29,238
|
$3,952,000 | 0.28% |
| Spdr Sp 500 Etf Tr |
68.91%
10,910
|
$3,907,000 | 0.27% |
| Wisdomtree Tr |
79.41%
135,730
|
$5,847,000 | 0.41% |
| John Hancock Exchange Traded |
77.81%
133,658
|
$3,792,000 | 0.27% |
| Visa Inc |
Opened
20,360
|
$3,617,000 | 0.25% |
| Abbvie Inc |
Opened
26,816
|
$3,599,000 | 0.25% |
| Lilly Eli Co |
Opened
9,673
|
$3,128,000 | 0.22% |
| Sherwin-Williams Co. |
Opened
14,914
|
$3,054,000 | 0.21% |
| Costco Whsl Corp New |
Opened
6,373
|
$3,010,000 | 0.21% |
| Bk Of America Corp |
Opened
95,502
|
$2,884,000 | 0.20% |
| Mastercard Incorporated |
Opened
9,642
|
$2,742,000 | 0.19% |
| Pepsico Inc |
Opened
16,505
|
$2,695,000 | 0.19% |
| Abbott Labs |
Opened
27,768
|
$2,687,000 | 0.19% |
| NVIDIA Corp |
Opened
21,212
|
$2,575,000 | 0.18% |
| Schwab Strategic Tr |
Opened
97,049
|
$2,651,000 | 0.19% |
| Meta Platforms Inc |
Opened
18,084
|
$2,462,000 | 0.17% |
| Thermo Fisher Scientific Inc. |
Opened
4,774
|
$2,422,000 | 0.17% |
| Exxon Mobil Corp. |
Opened
25,886
|
$2,260,000 | 0.16% |
| Vanguard Index Fds |
13.24%
40,451
|
$7,554,000 | 0.53% |
| Texas Instrs Inc |
Opened
13,553
|
$2,098,000 | 0.15% |
| Danaher Corp. |
Opened
8,039
|
$2,078,000 | 0.15% |
| Merck Co Inc |
Opened
22,664
|
$1,964,000 | 0.14% |
| Pfizer Inc. |
Opened
44,782
|
$1,960,000 | 0.14% |
| Spdr Ser Tr |
43.57%
138,989
|
$4,653,000 | 0.33% |
| Mcdonalds Corp |
Opened
8,399
|
$1,938,000 | 0.14% |
| Chevron Corp. |
Opened
13,158
|
$1,890,000 | 0.13% |
| Union Pac Corp |
Opened
9,662
|
$1,882,000 | 0.13% |
| NextEra Energy Inc |
Opened
23,452
|
$1,839,000 | 0.13% |
| Coca-Cola Co |
Opened
32,502
|
$1,832,000 | 0.13% |
| Walmart Inc |
Opened
14,102
|
$1,829,000 | 0.13% |
| Disney Walt Co |
Opened
19,181
|
$1,809,000 | 0.13% |
| Broadcom Inc. |
Opened
3,921
|
$1,741,000 | 0.12% |
| Fidelity Merrimack Str Tr |
69.67%
38,687
|
$1,722,000 | 0.12% |
| Lowes Cos Inc |
Opened
8,728
|
$1,639,000 | 0.12% |
| Deere Co |
Opened
4,863
|
$1,628,000 | 0.11% |
| Intuit Inc |
Opened
4,004
|
$1,551,000 | 0.11% |
| Cisco Sys Inc |
Opened
38,742
|
$1,550,000 | 0.11% |
| Nike, Inc. |
Opened
18,328
|
$1,528,000 | 0.11% |
| Adobe Systems Incorporated |
Opened
5,483
|
$1,509,000 | 0.11% |
| Honeywell International Inc |
Opened
8,620
|
$1,439,000 | 0.10% |
| Morgan Stanley |
Opened
17,760
|
$1,403,000 | 0.10% |
| Norfolk Southn Corp |
283.86%
6,372
|
$1,336,000 | 0.09% |
| EA Series Trust |
Opened
57,579
|
$1,314,000 | 0.09% |
| United Parcel Service, Inc. |
Opened
7,952
|
$1,285,000 | 0.09% |
| AMGEN Inc. |
Opened
5,607
|
$1,264,000 | 0.09% |
| Fiserv, Inc. |
Opened
13,305
|
$1,245,000 | 0.09% |
| Qualcomm, Inc. |
Opened
10,962
|
$1,238,000 | 0.09% |
| Elevance Health Inc |
Opened
2,713
|
$1,233,000 | 0.09% |
| J P Morgan Exchange Traded F |
Opened
42,018
|
$2,022,000 | 0.14% |
| Netflix Inc. |
Opened
5,056
|
$1,190,000 | 0.08% |
| Salesforce Inc |
Opened
8,201
|
$1,180,000 | 0.08% |
| Wells Fargo Co New |
Opened
28,782
|
$1,158,000 | 0.08% |
| Oracle Corp. |
Opened
18,831
|
$1,150,000 | 0.08% |
| Invesco Exchange Traded Fd T |
139.75%
16,406
|
$1,146,000 | 0.08% |
| PayPal Holdings Inc |
Opened
13,299
|
$1,145,000 | 0.08% |
| Starbucks Corp. |
Opened
13,414
|
$1,130,000 | 0.08% |
| Eaton Corp Plc |
Opened
8,329
|
$1,111,000 | 0.08% |
| Lockheed Martin Corp. |
Opened
2,801
|
$1,082,000 | 0.08% |
| Vanguard Mun Bd Fds |
220.02%
22,283
|
$1,073,000 | 0.08% |
| American Tower Corp. |
Opened
4,999
|
$1,073,000 | 0.08% |
| Comcast Corp New |
Opened
36,285
|
$1,064,000 | 0.07% |
| Humana Inc. |
Opened
2,163
|
$1,051,000 | 0.07% |
| Sp Global Inc |
Opened
3,408
|
$1,041,000 | 0.07% |
| Bristol-Myers Squibb Co. |
Opened
14,382
|
$1,022,000 | 0.07% |
| CVS Health Corp |
Opened
10,539
|
$1,005,000 | 0.07% |
| Us Bancorp Del |
Opened
24,678
|
$1,004,000 | 0.07% |
| Altria Group Inc. |
Opened
24,191
|
$998,000 | 0.07% |
| Conagra Brands Inc |
Opened
30,409
|
$992,000 | 0.07% |
| T-Mobile US, Inc. |
Opened
7,303
|
$980,000 | 0.07% |
| Mondelez International Inc. |
Opened
17,731
|
$978,000 | 0.07% |
| Lamb Weston Holdings Inc |
Opened
12,558
|
$972,000 | 0.07% |
| Waste Mgmt Inc Del |
Opened
6,050
|
$969,000 | 0.07% |
| Assurant Inc |
Opened
6,664
|
$968,000 | 0.07% |
| Automatic Data Processing In |
Opened
4,249
|
$965,000 | 0.07% |
| Aon plc. |
Opened
3,565
|
$955,000 | 0.07% |
| Canadian Imperial Bk Comm To |
Opened
21,458
|
$952,000 | 0.07% |
| Ishares Tr |
Opened
88,900
|
$5,575,000 | 0.39% |
| CSX Corp. |
Opened
34,666
|
$924,000 | 0.06% |
| Prologis Inc |
Opened
9,091
|
$924,000 | 0.06% |
| Ishares Inc |
Opened
25,160
|
$1,035,000 | 0.07% |
| WEC Energy Group Inc |
Opened
10,186
|
$911,000 | 0.06% |
| Devon Energy Corp. |
Opened
14,983
|
$901,000 | 0.06% |
| Vanguard Intl Equity Index F |
100.79%
26,446
|
$1,473,000 | 0.10% |
| Raytheon Technologies Corporation |
Opened
10,739
|
$879,000 | 0.06% |
| Stryker Corp. |
Opened
4,251
|
$864,000 | 0.06% |
| Schwab Charles Corp |
Opened
11,975
|
$861,000 | 0.06% |
| Intel Corp. |
Opened
33,380
|
$860,000 | 0.06% |
| Goldman Sachs Group, Inc. |
Opened
2,878
|
$843,000 | 0.06% |
| Caterpillar Inc. |
Opened
5,050
|
$829,000 | 0.06% |
| Applied Matls Inc |
Opened
10,084
|
$826,000 | 0.06% |
| Nordson Corp. |
121.09%
3,858
|
$819,000 | 0.06% |
| Advanced Micro Devices Inc. |
Opened
12,607
|
$799,000 | 0.06% |
| Verizon Communications Inc |
Opened
20,951
|
$796,000 | 0.06% |
| Northrop Grumman Corp. |
Opened
1,684
|
$792,000 | 0.06% |
| Target Corp |
Opened
5,340
|
$792,000 | 0.06% |
| Oreilly Automotive Inc |
Opened
1,123
|
$790,000 | 0.06% |
| Tjx Cos Inc New |
Opened
12,638
|
$785,000 | 0.06% |
| Cadence Design System Inc |
Opened
4,758
|
$778,000 | 0.05% |
| Conocophillips |
Opened
7,485
|
$774,000 | 0.05% |
| Pioneer Nat Res Co |
Opened
3,543
|
$767,000 | 0.05% |
| ServiceNow Inc |
Opened
1,991
|
$752,000 | 0.05% |
| Vertex Pharmaceuticals, Inc. |
Opened
2,572
|
$745,000 | 0.05% |
| Ford Mtr Co Del |
Opened
66,386
|
$744,000 | 0.05% |
| Autozone Inc. |
Opened
335
|
$718,000 | 0.05% |
| American Express Co. |
Opened
5,318
|
$717,000 | 0.05% |
| Cigna Corp. |
Opened
2,511
|
$697,000 | 0.05% |
| Lam Research Corp. |
Opened
1,891
|
$695,000 | 0.05% |
| Allstate Corp (The) |
Opened
5,388
|
$675,000 | 0.05% |
| Medtronic Plc |
Opened
8,307
|
$675,000 | 0.05% |
| Intuitive Surgical Inc |
Opened
3,593
|
$673,000 | 0.05% |
| Illinois Tool Wks Inc |
Opened
3,635
|
$660,000 | 0.05% |
| Duke Energy Corp. |
Opened
7,025
|
$653,000 | 0.05% |
| Synopsys, Inc. |
Opened
2,136
|
$653,000 | 0.05% |
| Novo-nordisk A S |
Opened
6,534
|
$651,000 | 0.05% |
| Blackrock Inc. |
Opened
1,157
|
$637,000 | 0.04% |
| Ameriprise Finl Inc |
Opened
2,512
|
$633,000 | 0.04% |
| Analog Devices Inc. |
Opened
4,507
|
$628,000 | 0.04% |
| Taiwan Semiconductor Mfg Ltd |
Opened
8,984
|
$620,000 | 0.04% |
| Truist Finl Corp |
Opened
14,251
|
$620,000 | 0.04% |
| Marsh Mclennan Cos Inc |
Opened
4,133
|
$617,000 | 0.04% |
| Lauder Estee Cos Inc |
Opened
2,837
|
$613,000 | 0.04% |
| Linde Plc |
Opened
2,271
|
$612,000 | 0.04% |
| Vanguard Malvern Fds |
36.89%
12,594
|
$606,000 | 0.04% |
| Shell Plc |
Opened
12,128
|
$604,000 | 0.04% |
| CME Group Inc |
Opened
3,397
|
$602,000 | 0.04% |
| The Southern Co. |
Opened
8,837
|
$601,000 | 0.04% |
| Gilead Sciences, Inc. |
Opened
9,618
|
$593,000 | 0.04% |
| Progressive Corp. |
Opened
5,057
|
$588,000 | 0.04% |
| Marathon Pete Corp |
Opened
5,924
|
$588,000 | 0.04% |
| Crown Castle Inc |
Opened
4,015
|
$580,000 | 0.04% |
| Pnc Finl Svcs Group Inc |
Opened
3,877
|
$579,000 | 0.04% |
| International Business Machs |
Opened
4,868
|
$578,000 | 0.04% |
| Zoetis Inc |
Opened
3,886
|
$576,000 | 0.04% |
| Berkshire Hathaway Inc. |
6.12%
2,134
|
$570,000 | 0.04% |
| Astrazeneca plc |
Opened
10,365
|
$568,000 | 0.04% |
| General Mls Inc |
Opened
7,416
|
$568,000 | 0.04% |
| Dollar Gen Corp New |
Opened
2,355
|
$565,000 | 0.04% |
| Delta Air Lines, Inc. |
Opened
20,029
|
$562,000 | 0.04% |
| KLA Corp. |
Opened
1,839
|
$557,000 | 0.04% |
| Boeing Co. |
Opened
4,596
|
$556,000 | 0.04% |
| 3M Co. |
Opened
5,033
|
$556,000 | 0.04% |
| Regeneron Pharmaceuticals, Inc. |
Opened
805
|
$555,000 | 0.04% |
| Fidelity Natl Information Sv |
Opened
7,349
|
$555,000 | 0.04% |
| Micron Technology Inc. |
Opened
11,044
|
$553,000 | 0.04% |
| American Elec Pwr Co Inc |
Opened
6,267
|
$542,000 | 0.04% |
| Marriott Intl Inc New |
Opened
3,858
|
$541,000 | 0.04% |
| Constellation Brands Inc |
Opened
2,338
|
$537,000 | 0.04% |
| Agilent Technologies Inc. |
Opened
4,357
|
$530,000 | 0.04% |
| Intercontinental Exchange In |
Opened
5,869
|
$530,000 | 0.04% |
| Archer Daniels Midland Co. |
Opened
6,458
|
$520,000 | 0.04% |
| Boston Scientific Corp. |
Opened
13,393
|
$519,000 | 0.04% |
| Air Prods Chems Inc |
Opened
2,217
|
$519,000 | 0.04% |
| Palo Alto Networks Inc |
Opened
3,130
|
$513,000 | 0.04% |
| Pimco Etf Tr |
Opened
19,218
|
$1,218,000 | 0.09% |
| Trane Technologies plc |
Opened
3,494
|
$506,000 | 0.04% |
| Xcel Energy Inc. |
Opened
7,830
|
$504,000 | 0.04% |
| Edwards Lifesciences Corp |
Opened
6,049
|
$500,000 | 0.04% |
| Sony Group Corporation |
Opened
7,677
|
$492,000 | 0.03% |
| Unum Group |
Opened
12,581
|
$488,000 | 0.03% |
| Teradyne, Inc. |
Opened
6,495
|
$488,000 | 0.03% |
| Qcr Holdings Inc |
Opened
9,523
|
$486,000 | 0.03% |
| Moodys Corp |
Opened
1,984
|
$482,000 | 0.03% |
| Att Inc |
Opened
31,344
|
$481,000 | 0.03% |
| Steel Dynamics Inc. |
29.59%
6,732
|
$480,000 | 0.03% |
| Coterra Energy Inc |
Opened
18,353
|
$479,000 | 0.03% |
| Kimberly-Clark Corp. |
Opened
4,184
|
$475,000 | 0.03% |
| CBRE Group Inc |
Opened
7,000
|
$473,000 | 0.03% |
| HCA Healthcare Inc |
Opened
2,576
|
$473,000 | 0.03% |
| Kroger Co. |
Opened
10,666
|
$467,000 | 0.03% |
| L3Harris Technologies Inc |
Opened
2,239
|
$465,000 | 0.03% |
| Diamondback Energy Inc |
Opened
3,802
|
$458,000 | 0.03% |
| Becton Dickinson Co |
Opened
2,046
|
$456,000 | 0.03% |
| Motorola Solutions Inc |
Opened
2,028
|
$456,000 | 0.03% |
| EQT Corp |
Opened
11,157
|
$455,000 | 0.03% |
| Roper Technologies Inc |
Opened
1,261
|
$454,000 | 0.03% |
| Novartis AG |
Opened
5,956
|
$453,000 | 0.03% |
| Chubb Limited |
Opened
2,466
|
$450,000 | 0.03% |
| Toyota Motor Corporation |
Opened
3,424
|
$446,000 | 0.03% |
| Autodesk Inc. |
Opened
2,388
|
$446,000 | 0.03% |
| MSCI Inc |
Opened
1,057
|
$446,000 | 0.03% |
| Eog Res Inc |
Opened
3,979
|
$445,000 | 0.03% |
| Paylocity Hldg Corp |
Opened
1,844
|
$445,000 | 0.03% |
| Spdr Sp Midcap 400 Etf Tr |
Opened
1,107
|
$445,000 | 0.03% |
| Vanguard Index Fds |
Opened
7,557
|
$753,000 | 0.05% |
| Mckesson Corporation |
Opened
1,295
|
$441,000 | 0.03% |
| General Dynamics Corp. |
Opened
2,077
|
$441,000 | 0.03% |
| Marathon Oil Corporation |
Opened
19,458
|
$439,000 | 0.03% |
| Asml Holding N V |
Opened
1,053
|
$437,000 | 0.03% |
| Aflac Inc. |
Opened
7,769
|
$437,000 | 0.03% |
| Newmont Corp |
Opened
10,338
|
$435,000 | 0.03% |
| MetLife, Inc. |
Opened
7,114
|
$432,000 | 0.03% |
| Amphenol Corp. |
Opened
6,324
|
$425,000 | 0.03% |
| Valero Energy Corp. |
Opened
3,882
|
$415,000 | 0.03% |
| First Solar Inc |
Opened
3,110
|
$411,000 | 0.03% |
| Church Dwight Co Inc |
Opened
5,707
|
$408,000 | 0.03% |
| Yum Brands Inc. |
Opened
3,826
|
$407,000 | 0.03% |
| UBS Group AG |
Opened
27,853
|
$404,000 | 0.03% |
| Oxford Inds Inc |
Opened
4,488
|
$403,000 | 0.03% |
| Darling Ingredients Inc |
Opened
6,087
|
$403,000 | 0.03% |
| Charter Communications Inc N |
Opened
1,327
|
$403,000 | 0.03% |
| Invesco Exch Traded Fd Tr Ii |
Opened
22,811
|
$658,000 | 0.05% |
| Citigroup Inc |
Opened
9,604
|
$400,000 | 0.03% |
| Cummins Inc. |
Opened
1,958
|
$398,000 | 0.03% |
| Regions Financial Corp. |
Opened
19,581
|
$396,000 | 0.03% |
| Activision Blizzard Inc |
Opened
5,307
|
$395,000 | 0.03% |
| Ecolab, Inc. |
Opened
2,708
|
$392,000 | 0.03% |
| Equinix Inc |
Opened
688
|
$391,000 | 0.03% |
| Vanguard Bd Index Fds |
Opened
5,538
|
$395,000 | 0.03% |
| Travelers Companies Inc. |
Opened
2,490
|
$381,000 | 0.03% |
| Enphase Energy Inc |
Opened
1,359
|
$377,000 | 0.03% |
| Vici Pptys Inc |
Opened
12,363
|
$373,000 | 0.03% |
| Corteva Inc |
Opened
6,523
|
$373,000 | 0.03% |
| American Wtr Wks Co Inc New |
Opened
2,807
|
$365,000 | 0.03% |
| Dominion Energy Inc |
Opened
5,275
|
$365,000 | 0.03% |
| Markel Corp |
Opened
336
|
$364,000 | 0.03% |
| Public Svc Enterprise Grp In |
Opened
6,480
|
$364,000 | 0.03% |
| Select Sector Spdr Tr |
Opened
23,980
|
$1,751,000 | 0.12% |
| Moderna Inc |
Opened
3,045
|
$360,000 | 0.03% |
| Royal Bk Cda |
Opened
3,968
|
$357,000 | 0.03% |
| Booking Holdings Inc |
Opened
214
|
$352,000 | 0.02% |
| Occidental Pete Corp |
Opened
5,712
|
$352,000 | 0.02% |
| TotalEnergies SE |
Opened
7,468
|
$350,000 | 0.02% |
| Capital One Finl Corp |
Opened
3,801
|
$350,000 | 0.02% |
| EBay Inc. |
Opened
9,450
|
$348,000 | 0.02% |
| Chipotle Mexican Grill |
Opened
231
|
$347,000 | 0.02% |
| Johnson Ctls Intl Plc |
Opened
7,025
|
$347,000 | 0.02% |
| Prudential Finl Inc |
Opened
4,036
|
$346,000 | 0.02% |
| Range Res Corp |
Opened
13,625
|
$344,000 | 0.02% |
| Cheniere Energy Inc. |
Opened
2,058
|
$341,000 | 0.02% |
| Schlumberger Ltd. |
Opened
9,427
|
$340,000 | 0.02% |
| Parker-Hannifin Corp. |
Opened
1,400
|
$339,000 | 0.02% |
| American Intl Group Inc |
Opened
7,099
|
$337,000 | 0.02% |
| HP Inc |
Opened
13,295
|
$334,000 | 0.02% |
| Old Natl Bancorp Ind |
Opened
20,073
|
$331,000 | 0.02% |
| Phillips 66 |
Opened
4,015
|
$324,000 | 0.02% |
| Hershey Company |
Opened
1,465
|
$323,000 | 0.02% |
| Vanguard World Fds |
Opened
4,647
|
$659,000 | 0.05% |
| MGE Energy, Inc. |
Opened
4,852
|
$318,000 | 0.02% |
| Kraft Heinz Co |
Opened
9,456
|
$315,000 | 0.02% |
| Paychex Inc. |
Opened
2,787
|
$313,000 | 0.02% |
| Casa Sys Inc |
Opened
100,000
|
$313,000 | 0.02% |
| Resmed Inc. |
Opened
1,428
|
$312,000 | 0.02% |
| NovoCure Ltd |
Opened
4,080
|
$310,000 | 0.02% |
| Essential Utils Inc |
Opened
7,390
|
$306,000 | 0.02% |
| Monster Beverage Corp. |
Opened
3,522
|
$306,000 | 0.02% |
| Sumitomo Mitsui Finl Group I |
Opened
54,651
|
$301,000 | 0.02% |
| United Microelectronics Corp |
Opened
53,601
|
$299,000 | 0.02% |
| American Centy Etf Tr |
Opened
7,821
|
$297,000 | 0.02% |
| Electronic Arts, Inc. |
Opened
2,550
|
$295,000 | 0.02% |
| Murphy Oil Corp. |
Opened
8,328
|
$293,000 | 0.02% |
| Discover Finl Svcs |
Opened
3,218
|
$293,000 | 0.02% |
| General Mtrs Co |
Opened
9,060
|
$291,000 | 0.02% |
| Entergy Corp. |
Opened
2,889
|
$291,000 | 0.02% |
| Teck Resources Ltd |
Opened
9,526
|
$290,000 | 0.02% |
| Bhp Group Ltd |
Opened
5,781
|
$289,000 | 0.02% |
| Nasdaq Inc |
Opened
5,076
|
$288,000 | 0.02% |
| Oneok Inc. |
Opened
5,626
|
$288,000 | 0.02% |
| Colgate-Palmolive Co. |
Opened
4,092
|
$287,000 | 0.02% |
| Copart, Inc. |
Opened
2,685
|
$286,000 | 0.02% |
| Aegon N. V. |
Opened
72,069
|
$285,000 | 0.02% |
| Cintas Corporation |
Opened
734
|
$285,000 | 0.02% |
| Fifth Third Bancorp |
Opened
8,819
|
$284,000 | 0.02% |
| Emerson Elec Co |
Opened
3,873
|
$284,000 | 0.02% |
| Tyson Foods, Inc. |
Opened
4,291
|
$283,000 | 0.02% |
| Sempra |
Opened
1,873
|
$282,000 | 0.02% |
| Centene Corp. |
Opened
3,617
|
$281,000 | 0.02% |
| Public Storage |
Opened
957
|
$280,000 | 0.02% |
| Alps Etf Tr |
No change
13,087
|
$279,000 | 0.02% |
| Paccar Inc. |
Opened
3,318
|
$278,000 | 0.02% |
| ING Groep N.V. |
Opened
32,611
|
$277,000 | 0.02% |
| Sanofi |
Opened
7,222
|
$275,000 | 0.02% |
| Diageo plc |
Opened
1,602
|
$274,000 | 0.02% |
| Icici Bank Limited |
Opened
12,838
|
$271,000 | 0.02% |
| Owens Corning |
Opened
3,448
|
$271,000 | 0.02% |
| Jones Lang Lasalle Inc. |
Opened
1,785
|
$270,000 | 0.02% |
| Idexx Labs Inc |
Opened
827
|
$269,000 | 0.02% |
| Vanguard Scottsdale Fds |
Opened
7,080
|
$550,000 | 0.04% |
| D.R. Horton Inc. |
Opened
3,974
|
$268,000 | 0.02% |
| Williams Cos Inc |
Opened
9,368
|
$268,000 | 0.02% |
| Clorox Co. |
Opened
2,067
|
$265,000 | 0.02% |
| Vanguard Intl Equity Index F |
Opened
10,466
|
$427,000 | 0.03% |
| Cenovus Energy Inc |
Opened
16,906
|
$260,000 | 0.02% |
| Global Pmts Inc |
Opened
2,404
|
$260,000 | 0.02% |
| Keysight Technologies Inc |
Opened
1,654
|
$260,000 | 0.02% |
| Wesco International, Inc. |
Opened
2,171
|
$259,000 | 0.02% |
| Tractor Supply Co. |
Opened
1,390
|
$258,000 | 0.02% |
| Microchip Technology, Inc. |
Opened
4,214
|
$257,000 | 0.02% |
| TE Connectivity Ltd |
Opened
2,321
|
$256,000 | 0.02% |
| Verisk Analytics Inc |
Opened
1,500
|
$256,000 | 0.02% |
| Amcor Plc |
Opened
23,858
|
$256,000 | 0.02% |
| Baxter International Inc. |
Opened
4,708
|
$255,000 | 0.02% |
| Nicolet Bankshares Inc. |
Opened
3,592
|
$253,000 | 0.02% |
| Twitter Inc |
Opened
5,782
|
$253,000 | 0.02% |
| Ovintiv Inc |
Opened
5,510
|
$253,000 | 0.02% |
| Exelon Corp. |
Opened
6,766
|
$253,000 | 0.02% |
| Rockwell Automation Inc |
Opened
1,173
|
$252,000 | 0.02% |
| BP plc |
Opened
8,766
|
$250,000 | 0.02% |
| Mettler-Toledo International, Inc. |
Opened
231
|
$250,000 | 0.02% |
| Amerisourcebergen Corp |
Opened
1,837
|
$249,000 | 0.02% |
| Continental Res Inc |
Opened
3,732
|
$249,000 | 0.02% |
| Targa Res Corp |
Opened
4,113
|
$248,000 | 0.02% |
| Illumina Inc |
Opened
1,296
|
$247,000 | 0.02% |
| Unilever plc |
Opened
5,608
|
$246,000 | 0.02% |
| Biogen Inc |
Opened
916
|
$245,000 | 0.02% |
| Barclays plc |
Opened
38,318
|
$245,000 | 0.02% |
| Best Buy Co. Inc. |
Opened
3,799
|
$244,000 | 0.02% |
| Ametek Inc |
Opened
2,124
|
$241,000 | 0.02% |
| General Electric Co. |
Opened
3,873
|
$240,000 | 0.02% |
| Vanguard World Fd |
Opened
7,032
|
$380,000 | 0.03% |
| Eversource Energy |
Opened
3,078
|
$240,000 | 0.02% |
| Midland States Bancorp Inc |
Opened
10,150
|
$239,000 | 0.02% |
| IQVIA Holdings Inc |
Opened
1,314
|
$238,000 | 0.02% |
| Republic Svcs Inc |
Opened
1,743
|
$238,000 | 0.02% |
| Align Technology, Inc. |
Opened
1,140
|
$236,000 | 0.02% |
| Dexcom Inc |
Opened
2,918
|
$235,000 | 0.02% |
| Verisign Inc. |
Opened
1,336
|
$232,000 | 0.02% |
| Fastenal Co. |
Opened
5,033
|
$232,000 | 0.02% |
| Ross Stores, Inc. |
Opened
2,730
|
$230,000 | 0.02% |
| Lennar Corp. |
Opened
3,087
|
$230,000 | 0.02% |
| Mr. Cooper Group Inc |
Opened
5,594
|
$227,000 | 0.02% |
| Avery Dennison Corp. |
Opened
1,393
|
$227,000 | 0.02% |
| Meritage Homes Corp. |
Opened
3,237
|
$227,000 | 0.02% |
| Sysco Corp. |
Opened
3,205
|
$227,000 | 0.02% |
| Canadian Pac Ry Ltd |
Opened
3,363
|
$225,000 | 0.02% |
| Rio Tinto plc |
Opened
4,073
|
$224,000 | 0.02% |
| Evergy Inc |
Opened
3,762
|
$223,000 | 0.02% |
| Infosys Ltd |
Opened
13,080
|
$222,000 | 0.02% |
| Molson Coors Beverage Company |
Opened
4,630
|
$222,000 | 0.02% |
| Nucor Corp. |
Opened
2,060
|
$221,000 | 0.02% |
| M T Bk Corp |
Opened
1,234
|
$218,000 | 0.02% |
| Dow Inc |
Opened
4,949
|
$217,000 | 0.02% |
| Dover Corp. |
Opened
1,858
|
$217,000 | 0.02% |
| Crowdstrike Holdings Inc |
Opened
1,316
|
$217,000 | 0.02% |
| Dollar Tree Inc |
Opened
1,595
|
$217,000 | 0.02% |
| Comfort Sys Usa Inc |
Opened
2,223
|
$216,000 | 0.02% |
| Carrier Global Corporation |
Opened
6,061
|
$216,000 | 0.02% |
| Equifax, Inc. |
Opened
1,261
|
$216,000 | 0.02% |
| Wns Hldgs Ltd |
Opened
2,624
|
$215,000 | 0.02% |
| Voya Financial Inc |
Opened
3,552
|
$215,000 | 0.02% |
| Fedex Corp |
Opened
1,433
|
$214,000 | 0.02% |
| Digital Rlty Tr Inc |
Opened
2,160
|
$214,000 | 0.02% |
| Simon Ppty Group Inc New |
Opened
2,376
|
$213,000 | 0.01% |
| Price T Rowe Group Inc |
Opened
2,027
|
$213,000 | 0.01% |
| Assured Guaranty Ltd |
Opened
4,365
|
$211,000 | 0.01% |
| Webster Finl Corp |
Opened
4,677
|
$211,000 | 0.01% |
| Fortinet Inc |
Opened
4,278
|
$210,000 | 0.01% |
| Vanguard Tax-managed Fds |
28.12%
5,744
|
$209,000 | 0.01% |
| GSK Plc |
Opened
6,953
|
$208,000 | 0.01% |
| Palantir Technologies Inc. |
Opened
25,526
|
$208,000 | 0.01% |
| Hewlett Packard Enterprise C |
Opened
17,157
|
$207,000 | 0.01% |
| West Pharmaceutical Svsc Inc |
Opened
838
|
$206,000 | 0.01% |
| Gartner, Inc. |
Opened
745
|
$206,000 | 0.01% |
| Freeport-McMoRan Inc |
Opened
7,498
|
$205,000 | 0.01% |
| Albemarle Corp. |
Opened
772
|
$204,000 | 0.01% |
| SBA Communications Corp |
Opened
714
|
$203,000 | 0.01% |
| Corning, Inc. |
Opened
6,994
|
$203,000 | 0.01% |
| Matador Res Co |
Opened
4,158
|
$203,000 | 0.01% |
| Xylem Inc |
Opened
2,326
|
$203,000 | 0.01% |
| DuPont de Nemours Inc |
Opened
4,003
|
$202,000 | 0.01% |
| United Rentals, Inc. |
Opened
742
|
$200,000 | 0.01% |
| Zions Bancorporation N.A |
Opened
3,926
|
$200,000 | 0.01% |
| Atmos Energy Corp. |
Opened
1,952
|
$199,000 | 0.01% |
| Idex Corporation |
Opened
995
|
$199,000 | 0.01% |
| Cognizant Technology Solutio |
Opened
3,449
|
$198,000 | 0.01% |
| Hilton Worldwide Holdings Inc |
Opened
1,639
|
$198,000 | 0.01% |
| Orix Corporation |
Opened
2,806
|
$198,000 | 0.01% |
| Oshkosh Corp |
Opened
2,814
|
$198,000 | 0.01% |
| Hsbc Hldgs Plc |
Opened
7,549
|
$197,000 | 0.01% |
| Workday Inc |
Opened
1,288
|
$196,000 | 0.01% |
| Constellation Energy Corp |
Opened
2,362
|
$196,000 | 0.01% |
| United Therapeutics Corp |
Opened
932
|
$195,000 | 0.01% |
| Perkinelmer, Inc. |
Opened
1,604
|
$193,000 | 0.01% |
| Realty Income Corp. |
Opened
3,286
|
$192,000 | 0.01% |
| Comerica, Inc. |
Opened
2,679
|
$192,000 | 0.01% |
| Halliburton Co. |
Opened
7,796
|
$192,000 | 0.01% |
| Ingles Mkts Inc |
Opened
2,417
|
$191,000 | 0.01% |
| Hess Corporation |
Opened
1,757
|
$191,000 | 0.01% |
| Martin Marietta Matls Inc |
Opened
584
|
$188,000 | 0.01% |
| Shinhan Financial Group Co L |
Opened
8,112
|
$187,000 | 0.01% |
| HF Sinclair Corporation |
Opened
3,479
|
$187,000 | 0.01% |
| Alliant Energy Corp. |
Opened
3,487
|
$185,000 | 0.01% |
| Interpublic Group Cos Inc |
Opened
7,205
|
$184,000 | 0.01% |
| Old Dominion Freight Line In |
Opened
735
|
$183,000 | 0.01% |
| Zebra Technologies Corporati |
Opened
694
|
$182,000 | 0.01% |
| DTE Energy Co. |
Opened
1,563
|
$181,000 | 0.01% |
| Gallagher Arthur J Co |
Opened
1,056
|
$181,000 | 0.01% |
| Wisdomtree Tr |
Opened
12,294
|
$530,000 | 0.04% |
| Southwest Airls Co |
Opened
5,847
|
$180,000 | 0.01% |
| Citizens Finl Group Inc |
Opened
5,247
|
$180,000 | 0.01% |
| Raymond James Finl Inc |
Opened
1,810
|
$179,000 | 0.01% |
| Ppg Inds Inc |
Opened
1,610
|
$178,000 | 0.01% |
| American Finl Group Inc Ohio |
Opened
1,452
|
$178,000 | 0.01% |
| Toro Co. |
Opened
2,052
|
$177,000 | 0.01% |
| Akamai Technologies Inc |
Opened
2,208
|
$177,000 | 0.01% |
| Vanguard Whitehall Fds |
Opened
3,277
|
$192,000 | 0.01% |
| Jacobs Solutions Inc |
Opened
1,625
|
$176,000 | 0.01% |
| Snowflake Inc. |
Opened
1,030
|
$175,000 | 0.01% |
| Keurig Dr Pepper Inc |
Opened
4,830
|
$174,000 | 0.01% |
| Brighthouse Finl Inc |
Opened
4,002
|
$174,000 | 0.01% |
| NRG Energy Inc. |
Opened
4,514
|
$173,000 | 0.01% |
| Equitable Holdings, Inc. |
Opened
6,543
|
$172,000 | 0.01% |
| Mosaic Co New |
Opened
3,561
|
$172,000 | 0.01% |
| Invesco Exchange Traded Fd T |
Opened
3,813
|
$383,000 | 0.03% |
| Transdigm Group Incorporated |
Opened
325
|
$171,000 | 0.01% |
| Arrow Electrs Inc |
Opened
1,860
|
$171,000 | 0.01% |
| First Rep Bk San Francisco C |
Opened
1,312
|
$171,000 | 0.01% |
| Genmab A/s |
Opened
5,313
|
$171,000 | 0.01% |
| Las Vegas Sands Corp |
Opened
4,551
|
$171,000 | 0.01% |
| Trade Desk Inc |
Opened
2,841
|
$170,000 | 0.01% |
| Patterson-UTI Energy Inc |
Opened
14,523
|
$170,000 | 0.01% |
| NortonLifeLock Inc |
Opened
8,342
|
$168,000 | 0.01% |
| Etsy Inc |
Opened
1,677
|
$168,000 | 0.01% |
| Invesco Ltd |
Opened
12,240
|
$168,000 | 0.01% |
| Marvell Technology Inc |
Opened
3,918
|
$168,000 | 0.01% |
| Consolidated Edison, Inc. |
Opened
1,943
|
$167,000 | 0.01% |
| Walgreens Boots Alliance Inc |
Opened
5,283
|
$166,000 | 0.01% |
| Quanta Svcs Inc |
Opened
1,296
|
$165,000 | 0.01% |
| Associated Banc-Corp. |
Opened
8,222
|
$165,000 | 0.01% |
| CDW Corp |
Opened
1,057
|
$165,000 | 0.01% |
| Hartford Finl Svcs Group Inc |
Opened
2,634
|
$164,000 | 0.01% |
| ABB Ltd. |
Opened
6,410
|
$164,000 | 0.01% |
| Principal Financial Group In |
Opened
2,258
|
$163,000 | 0.01% |
| Woori Finl Group Inc |
Opened
7,316
|
$163,000 | 0.01% |
| Factset Resh Sys Inc |
Opened
405
|
$162,000 | 0.01% |
| Life Storage Inc |
Opened
1,464
|
$162,000 | 0.01% |
| Weyerhaeuser Co Mtn Be |
Opened
5,656
|
$162,000 | 0.01% |
| Enova International Inc. |
Opened
5,531
|
$162,000 | 0.01% |
| Steris Plc |
Opened
970
|
$161,000 | 0.01% |
| Mccormick Co Inc |
Opened
2,258
|
$161,000 | 0.01% |
| Bank Montreal Que |
Opened
1,832
|
$161,000 | 0.01% |
| Stellantis N.V |
Opened
13,621
|
$161,000 | 0.01% |
| Duke Realty Corp |
Opened
3,318
|
$160,000 | 0.01% |
| Hormel Foods Corp. |
Opened
3,496
|
$159,000 | 0.01% |
| Darden Restaurants, Inc. |
Opened
1,253
|
$158,000 | 0.01% |
| Lincoln Natl Corp Ind |
Opened
3,600
|
$158,000 | 0.01% |
| Monolithic Pwr Sys Inc |
Opened
435
|
$158,000 | 0.01% |
| Alibaba Group Hldg Ltd |
Opened
1,970
|
$158,000 | 0.01% |
| Block Inc |
Opened
2,851
|
$157,000 | 0.01% |
| TREX Co., Inc. |
Opened
3,556
|
$156,000 | 0.01% |
| Ansys Inc. |
Opened
705
|
$156,000 | 0.01% |
| Ameren Corp. |
Opened
1,939
|
$156,000 | 0.01% |
| Smucker J M Co |
Opened
1,127
|
$155,000 | 0.01% |
| Hawaiian Elec Industries |
Opened
4,462
|
$155,000 | 0.01% |
| Repligen Corp. |
Opened
831
|
$155,000 | 0.01% |
| Tenaris S.A. |
Opened
5,951
|
$154,000 | 0.01% |
| Reliance Steel Aluminum Co |
Opened
874
|
$152,000 | 0.01% |
| Jabil Inc |
Opened
2,635
|
$152,000 | 0.01% |
| Molina Healthcare Inc |
Opened
461
|
$152,000 | 0.01% |
| Ally Finl Inc |
Opened
5,428
|
$151,000 | 0.01% |
| Broadridge Finl Solutions In |
Opened
1,038
|
$150,000 | 0.01% |
| Janus Henderson Group plc |
Opened
7,374
|
$150,000 | 0.01% |
| Sanmina Corp |
Opened
3,248
|
$150,000 | 0.01% |
| Chunghwa Telecom Co Ltd |
Opened
4,198
|
$149,000 | 0.01% |
| Bio-Techne Corp |
Opened
526
|
$149,000 | 0.01% |
| Allete, Inc. |
Opened
2,984
|
$149,000 | 0.01% |
| Grainger W W Inc |
Opened
305
|
$149,000 | 0.01% |
| Bank New York Mellon Corp |
Opened
3,881
|
$149,000 | 0.01% |
| Zscaler Inc |
Opened
904
|
$149,000 | 0.01% |
| NetEase Inc |
Opened
1,965
|
$149,000 | 0.01% |
| Equinor ASA |
Opened
4,458
|
$148,000 | 0.01% |
| Omega Healthcare Invs Inc |
Opened
5,018
|
$148,000 | 0.01% |
| Mdu Res Group Inc |
Opened
5,368
|
$148,000 | 0.01% |
| Nxp Semiconductors N V |
Opened
998
|
$148,000 | 0.01% |
| Berkley W R Corp |
Opened
2,275
|
$147,000 | 0.01% |
| State Str Corp |
Opened
2,393
|
$147,000 | 0.01% |
| Knight-swift Transn Hldgs In |
Opened
2,980
|
$146,000 | 0.01% |
| Manulife Finl Corp |
Opened
9,328
|
$146,000 | 0.01% |
| Toronto Dominion Bk Ont |
Opened
2,373
|
$146,000 | 0.01% |
| Paramount Global |
Opened
8,035
|
$156,000 | 0.01% |
| Fortive Corp |
Opened
2,468
|
$144,000 | 0.01% |
| Match Group Inc. |
Opened
2,986
|
$143,000 | 0.01% |
| Medical Pptys Trust Inc |
Opened
11,882
|
$143,000 | 0.01% |
| Stifel Finl Corp |
Opened
2,746
|
$143,000 | 0.01% |
| Stmicroelectronics N V |
Opened
4,589
|
$142,000 | 0.01% |
| Take-two Interactive Softwar |
Opened
1,297
|
$141,000 | 0.01% |
| Epam Sys Inc |
Opened
388
|
$141,000 | 0.01% |
| Masco Corp. |
Opened
2,998
|
$140,000 | 0.01% |
| Cf Inds Hldgs Inc |
Opened
1,458
|
$140,000 | 0.01% |
| Nutrien Ltd |
Opened
1,664
|
$140,000 | 0.01% |
| No transactions found in first 500 rows out of 2431 | |||
| Showing first 500 out of 2431 holdings | |||
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