Statistik Asas
Nilai Portfolio $ 1,817,141,189
Kedudukan Semasa 196
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Sigma Investment Counselors Inc telah mendedahkan 196 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 1,817,141,189 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Sigma Investment Counselors Inc ialah iShares Trust - iShares Core S&P 500 ETF (US:IVV) , iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) , Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) , iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) , and iShares Trust - iShares 0-5 Year TIPS Bond ETF (US:STIP) . Kedudukan baharu Sigma Investment Counselors Inc termasuk Apollo Global Management, Inc. (US:APO) , iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF (US:IBDZ) , Entergy Corporation (US:ETR) , Palantir Technologies Inc. (US:PLTR) , and Ecolab Inc. (US:ECL) .

Sigma Investment Counselors Inc - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.66 408.11 22.4591 0.4174
0.18 27.85 1.5324 0.3857
0.05 25.11 1.3819 0.2485
0.02 16.76 0.9224 0.1964
1.89 107.73 5.9287 0.1955
0.07 19.89 1.0947 0.1458
0.02 2.50 0.1377 0.1377
0.03 13.86 0.7628 0.1351
0.02 5.18 0.2852 0.1210
0.21 5.19 0.2854 0.1185
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.89 22.30 1.2269 -0.2556
0.39 39.91 2.1964 -0.2109
0.12 25.31 1.3926 -0.1860
0.01 4.41 0.2426 -0.1853
1.44 33.65 1.8517 -0.1806
1.54 39.36 2.1658 -0.1795
1.57 34.41 1.8934 -0.1319
1.15 29.35 1.6152 -0.1253
1.62 34.08 1.8753 -0.1221
1.13 27.39 1.5075 -0.1186
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-29 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.66 2.47 408.11 13.23 22.4591 0.4174
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 2.06 3.10 127.63 9.58 7.0236 -0.0987
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 1.89 2.45 107.73 14.91 5.9287 0.1955
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.59 3.11 64.57 7.77 3.5534 -0.1107
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.39 1.94 39.91 1.38 2.1964 -0.2109
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF 1.54 1.33 39.36 2.62 2.1658 -0.1795
IWB / iShares Trust - iShares Russell 1000 ETF 0.11 4.87 37.90 16.09 2.0858 0.0893
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF 1.57 2.65 34.41 3.88 1.8934 -0.1319
VERSX / Vanguard Emerging Markets Stock Index Fund 0.69 2.31 34.35 11.80 1.8901 0.0115
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF 1.62 2.89 34.08 4.33 1.8753 -0.1221
VTV / Vanguard Index Funds - Vanguard Value ETF 0.19 8.25 33.77 10.76 1.8582 -0.0061
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF 1.44 0.38 33.65 1.25 1.8517 -0.1806
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF 1.32 3.23 33.28 4.45 1.8313 -0.1170
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF 1.15 2.47 29.35 3.12 1.6152 -0.1253
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF 1.17 3.82 28.47 4.21 1.5668 -0.1040
NVDA / NVIDIA Corporation 0.18 1.87 27.85 48.50 1.5324 0.3857
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 1.13 2.84 27.39 3.02 1.5075 -0.1186
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF 1.02 17.35 26.35 18.94 1.4501 0.0953
AAPL / Apple Inc. 0.12 6.13 25.31 -1.97 1.3926 -0.1860
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.27 3.37 25.19 11.75 1.3861 0.0078
MSFT / Microsoft Corporation 0.05 2.25 25.11 35.49 1.3819 0.2485
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.89 -8.14 22.30 -8.03 1.2269 -0.2556
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.25 2.03 21.17 12.59 1.1649 0.0152
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.07 15.92 19.89 28.19 1.0947 0.1458
AMZN / Amazon.com, Inc. 0.08 4.82 17.45 20.86 0.9602 0.0774
META / Meta Platforms, Inc. 0.02 10.24 16.76 41.18 0.9224 0.1964
ARCC / Ares Capital Corporation 0.75 3.86 16.48 2.92 0.9067 -0.0723
SYK / Stryker Corporation 0.04 1.29 16.23 7.65 0.8931 -0.0288
IAU / iShares Gold Trust 0.25 8.70 15.51 14.97 0.8534 0.0286
JPM / JPMorgan Chase & Co. 0.05 4.07 15.27 23.01 0.8401 0.0811
QQQ / Invesco QQQ Trust, Series 1 0.03 14.78 13.86 35.03 0.7628 0.1351
IWM / iShares Trust - iShares Russell 2000 ETF 0.06 -3.02 13.55 4.90 0.7456 -0.0442
SNPS / Synopsys, Inc. 0.03 4.14 13.39 24.50 0.7367 0.0791
COST / Costco Wholesale Corporation 0.01 4.25 13.15 9.12 0.7237 -0.0133
GBDC / Golub Capital BDC, Inc. 0.80 10.89 11.73 7.30 0.6457 -0.0230
AJG / Arthur J. Gallagher & Co. 0.03 3.83 10.56 -3.72 0.5810 -0.0896
SPY / SPDR S&P 500 ETF 0.02 1.70 10.25 12.34 0.5642 0.0061
CAT / Caterpillar Inc. 0.03 5.59 9.86 24.29 0.5427 0.0575
TJX / The TJX Companies, Inc. 0.08 3.15 9.46 4.59 0.5206 -0.0325
ISRG / Intuitive Surgical, Inc. 0.02 5.30 9.36 15.53 0.5153 0.0197
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.11 4.65 9.16 6.13 0.5039 -0.0237
GS / The Goldman Sachs Group, Inc. 0.01 5.47 8.92 36.65 0.4910 0.0917
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.06 5.10 8.27 8.64 0.4553 -0.0104
URI / United Rentals, Inc. 0.01 4.63 8.23 25.78 0.4527 0.0528
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.10 7.38 7.82 8.14 0.4301 -0.0119
ROP / Roper Technologies, Inc. 0.01 4.52 7.71 0.48 0.4246 -0.0450
LOW / Lowe's Companies, Inc. 0.03 5.83 7.32 0.67 0.4030 -0.0418
ABBV / AbbVie Inc. 0.04 2.93 6.98 -8.81 0.3841 -0.0839
GOOGL / Alphabet Inc. 0.04 6.12 6.92 20.92 0.3811 0.0309
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.11 5.36 6.48 17.20 0.3567 0.0185
UPS / United Parcel Service, Inc. 0.06 0.00 5.98 -8.22 0.3292 -0.0694
V / Visa Inc. 0.02 8.14 5.74 9.55 0.3157 -0.0045
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 1.04 5.58 11.67 0.3071 0.0015
XOM / Exxon Mobil Corporation 0.05 3.59 5.53 -6.10 0.3041 -0.0558
DHR / Danaher Corporation 0.03 6.21 5.49 2.33 0.3019 -0.0259
SNA / Snap-on Incorporated 0.02 3.74 5.46 -4.21 0.3003 -0.0481
TDG / TransDigm Group Incorporated 0.00 4.07 5.44 14.44 0.2993 0.0086
PG / The Procter & Gamble Company 0.03 1.97 5.26 -4.68 0.2895 -0.0480
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.21 71.64 5.19 89.96 0.2854 0.1185
AVGO / Broadcom Inc. 0.02 17.22 5.18 93.04 0.2852 0.1210
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.11 -0.42 4.95 1.02 0.2723 -0.0272
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.04 27.56 4.94 41.18 0.2719 0.0579
KO / The Coca-Cola Company 0.07 4.77 4.78 3.50 0.2633 -0.0194
COR / Cencora, Inc. 0.02 4.98 4.74 13.19 0.2611 0.0048
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 -2.95 4.64 14.12 0.2553 0.0067
ANET / Arista Networks Inc 0.04 5.68 4.60 39.56 0.2530 0.0515
NUE / Nucor Corporation 0.04 5.09 4.54 13.11 0.2498 0.0044
UNH / UnitedHealth Group Incorporated 0.01 5.76 4.41 -37.00 0.2426 -0.1853
NEE / NextEra Energy, Inc. 0.06 6.23 4.27 4.02 0.2348 -0.0160
EFA / iShares Trust - iShares MSCI EAFE ETF 0.05 13.94 4.23 24.64 0.2330 0.0252
VRTX / Vertex Pharmaceuticals Incorporated 0.01 6.26 4.14 -2.43 0.2278 -0.0316
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.05 9.70 3.97 -0.45 0.2183 -0.0254
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.14 85.46 3.45 105.30 0.1898 0.0871
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 7.31 3.44 31.62 0.1892 0.0294
ADBE / Adobe Inc. 0.01 4.52 3.38 5.46 0.1862 -0.0101
ETN / Eaton Corporation plc 0.01 6.39 3.37 39.74 0.1856 0.0380
FTXP / Foothills Exploration, Inc. 0.00 4.56 3.33 37.77 0.1833 0.0354
TIP / iShares Trust - iShares TIPS Bond ETF 0.03 5.91 3.29 4.92 0.1809 -0.0107
PLD / Prologis, Inc. 0.03 4.75 3.13 -1.51 0.1721 -0.0220
PSA / Public Storage 0.01 5.58 3.08 3.50 0.1693 -0.0124
PGR / The Progressive Corporation 0.01 -3.90 2.95 -9.38 0.1621 -0.0367
KMI / Kinder Morgan, Inc. 0.10 8.06 2.91 11.36 0.1603 0.0003
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.07 -0.10 2.78 4.51 0.1530 -0.0097
LII / Lennox International Inc. 0.00 0.00 2.56 2.23 0.1411 -0.0123
APO / Apollo Global Management, Inc. 0.02 2.50 0.1377 0.1377
IVE / iShares Trust - iShares S&P 500 Value ETF 0.01 0.00 2.43 2.53 0.1337 -0.0112
BRK.B / Berkshire Hathaway Inc. 0.00 17.23 2.34 6.96 0.1286 -0.0050
SLB / Schlumberger Limited 0.07 8.62 2.20 -12.18 0.1211 -0.0321
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.02 -16.62 1.94 -16.03 0.1067 -0.0345
DECK / Deckers Outdoor Corporation 0.02 20.53 1.89 11.08 0.1038 -0.0000
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.02 9.50 1.82 20.86 0.1001 0.0081
TSLA / Tesla, Inc. 0.01 6.51 1.79 30.61 0.0986 0.0147
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.02 0.62 1.77 13.22 0.0976 0.0018
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.03 -11.29 1.74 -6.76 0.0956 -0.0183
BMY / Bristol-Myers Squibb Company 0.04 8.41 1.66 -17.72 0.0912 -0.0320
JNJ / Johnson & Johnson 0.01 2.65 1.56 -5.44 0.0860 -0.0151
GOOG / Alphabet Inc. 0.01 -0.53 1.46 12.98 0.0805 0.0013
ORCL / Oracle Corporation 0.01 4.83 1.46 63.97 0.0804 0.0259
LLY / Eli Lilly and Company 0.00 30.54 1.28 23.29 0.0702 0.0069
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.05 67.53 1.20 87.30 0.0658 0.0267
RTX / RTX Corporation 0.01 5.06 1.18 15.87 0.0651 0.0026
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.01 0.00 1.17 3.28 0.0642 -0.0049
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.04 60.45 1.16 71.79 0.0640 0.0226
HD / The Home Depot, Inc. 0.00 3.08 1.14 3.16 0.0629 -0.0049
AXP / American Express Company 0.00 2.12 1.08 21.03 0.0593 0.0049
DTE / DTE Energy Company 0.01 0.37 1.05 -3.86 0.0576 -0.0090
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 -8.77 0.93 8.19 0.0509 -0.0014
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.04 88.62 0.90 103.86 0.0494 0.0224
ICF / iShares Trust - iShares Select U.S. REIT ETF 0.01 -0.69 0.87 -1.24 0.0481 -0.0060
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.01 0.00 0.87 9.26 0.0481 -0.0008
CVX / Chevron Corporation 0.01 -12.27 0.82 -24.95 0.0454 -0.0218
XPO / XPO, Inc. 0.01 0.00 0.79 17.38 0.0435 0.0023
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.02 -1.16 0.75 -2.34 0.0414 -0.0057
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 -1.97 0.74 -2.88 0.0409 -0.0059
TPLC / The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF 0.01 1.05 0.65 6.86 0.0360 -0.0014
PM / Philip Morris International Inc. 0.00 -1.11 0.64 13.60 0.0350 0.0007
LECO / Lincoln Electric Holdings, Inc. 0.00 0.00 0.62 9.52 0.0342 -0.0005
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 27.02 0.61 55.44 0.0338 0.0096
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.02 8.00 0.59 2.43 0.0324 -0.0028
BAC / Bank of America Corporation 0.01 4.49 0.57 18.60 0.0316 0.0020
NFLX / Netflix, Inc. 0.00 20.88 0.55 73.19 0.0303 0.0109
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 22.29 0.53 37.63 0.0294 0.0057
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 76.43 0.53 97.41 0.0294 0.0128
GGG / Graco Inc. 0.01 46.55 0.53 51.29 0.0291 0.0077
ACN / Accenture plc 0.00 -1.01 0.50 -5.16 0.0273 -0.0047
IBDZ / iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF 0.02 0.49 0.0271 0.0271
DIS / The Walt Disney Company 0.00 27.42 0.48 60.26 0.0266 0.0082
BX / Blackstone Inc. 0.00 -6.07 0.48 0.42 0.0265 -0.0028
BA / The Boeing Company 0.00 7.50 0.48 32.23 0.0264 0.0042
SO / The Southern Company 0.01 -0.91 0.47 -1.05 0.0259 -0.0032
ETR / Entergy Corporation 0.01 0.46 0.0256 0.0256
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 0.46 0.0255 0.0255
PEP / PepsiCo, Inc. 0.00 7.44 0.46 -5.41 0.0251 -0.0044
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 0.46 6.31 0.0251 -0.0012
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 0.02 0.00 0.45 1.59 0.0246 -0.0023
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 70.05 0.45 75.59 0.0246 0.0090
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 1.73 0.45 10.15 0.0245 -0.0002
MA / Mastercard Incorporated 0.00 2.06 0.45 4.71 0.0245 -0.0015
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -41.91 0.44 -46.38 0.0245 -0.0262
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF 0.01 71.29 0.43 105.74 0.0237 0.0109
PAYX / Paychex, Inc. 0.00 0.00 0.42 -5.83 0.0232 -0.0041
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 0.42 9.95 0.0232 -0.0002
ADP / Automatic Data Processing, Inc. 0.00 -0.58 0.42 0.48 0.0231 -0.0025
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 1.92 0.42 20.46 0.0230 0.0018
HON / Honeywell International Inc. 0.00 4.00 0.42 14.25 0.0230 0.0007
GLD / SPDR Gold Trust 0.00 5.79 0.42 11.80 0.0230 0.0002
DTM / DT Midstream, Inc. 0.00 0.29 0.42 14.25 0.0230 0.0006
ABT / Abbott Laboratories 0.00 -0.62 0.42 1.96 0.0230 -0.0021
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.02 0.00 0.41 0.24 0.0227 -0.0024
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 0.02 -1.61 0.41 -0.49 0.0226 -0.0026
WMT / Walmart Inc. 0.00 19.58 0.41 33.22 0.0225 0.0037
PLTR / Palantir Technologies Inc. 0.00 0.40 0.0220 0.0220
MRK / Merck & Co., Inc. 0.00 3.03 0.39 -9.15 0.0213 -0.0048
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.02 -1.94 0.37 -1.85 0.0205 -0.0027
KR / The Kroger Co. 0.01 0.58 0.36 6.55 0.0197 -0.0008
LMT / Lockheed Martin Corporation 0.00 -0.79 0.35 2.94 0.0193 -0.0015
DE / Deere & Company 0.00 0.00 0.35 8.41 0.0192 -0.0005
CSCO / Cisco Systems, Inc. 0.00 -1.31 0.33 10.81 0.0181 -0.0000
CMCSA / Comcast Corporation 0.01 -0.77 0.33 -3.85 0.0179 -0.0028
HDV / iShares Trust - iShares Core High Dividend ETF 0.00 7.07 0.32 3.57 0.0176 -0.0013
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 0.02 -5.52 0.32 -4.80 0.0175 -0.0029
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 33.72 0.31 46.05 0.0173 0.0041
CRM / Salesforce, Inc. 0.00 6.55 0.31 8.39 0.0171 -0.0005
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 0.02 0.00 0.31 0.65 0.0171 -0.0017
DUK / Duke Energy Corporation 0.00 -15.14 0.31 -17.87 0.0170 -0.0060
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 0.02 0.00 0.30 1.36 0.0164 -0.0016
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.01 0.00 0.30 12.12 0.0163 0.0001
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 0.29 0.0162 0.0162
SCHW / The Charles Schwab Corporation 0.00 0.00 0.29 16.40 0.0161 0.0007
CL / Colgate-Palmolive Company 0.00 8.67 0.27 5.43 0.0150 -0.0008
DVY / iShares Trust - iShares Select Dividend ETF 0.00 8.20 0.27 7.11 0.0149 -0.0006
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.01 -2.64 0.27 -2.88 0.0149 -0.0021
ECL / Ecolab Inc. 0.00 0.27 0.0149 0.0149
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 -30.37 0.27 -23.36 0.0149 -0.0066
MPC / Marathon Petroleum Corporation 0.00 1.06 0.27 14.96 0.0149 0.0005
ED / Consolidated Edison, Inc. 0.00 13.78 0.27 3.46 0.0148 -0.0011
KMB / Kimberly-Clark Corporation 0.00 0.00 0.27 -9.52 0.0147 -0.0033
IBM / International Business Machines Corporation 0.00 -1.74 0.27 16.74 0.0146 0.0007
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.00 0.26 15.86 0.0145 0.0006
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF 0.01 0.00 0.26 0.39 0.0141 -0.0015
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.00 0.25 12.05 0.0138 0.0001
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 0.00 0.25 4.20 0.0137 -0.0009
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.01 -1.26 0.25 -12.46 0.0136 -0.0037
SOXX / iShares Trust - iShares Semiconductor ETF 0.00 -29.71 0.25 -10.58 0.0135 -0.0033
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.24 18.14 0.0133 0.0008
T / AT&T Inc. 0.01 0.24 0.0133 0.0133
TEL / TE Connectivity plc 0.00 0.24 0.0129 0.0129
STE / STERIS plc 0.00 0.00 0.23 6.36 0.0129 -0.0006
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 0.00 0.23 4.61 0.0125 -0.0007
WM / Waste Management, Inc. 0.00 1.66 0.22 0.45 0.0123 -0.0013
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.22 0.0123 0.0123
LNT / Alliant Energy Corporation 0.00 0.00 0.22 -6.09 0.0119 -0.0022
GE / General Electric Company 0.00 0.21 0.0116 0.0116
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF 0.00 0.21 0.0114 0.0114
GRF / Eagle Capital Growth Fund, Inc. 0.02 24.49 0.16 23.85 0.0089 0.0009
ENLV / Enlivex Therapeutics Ltd. 0.03 0.00 0.03 14.81 0.0017 0.0001
TGT / Target Corporation 0.00 -100.00 0.00 0.0000
HPQ / HP Inc. 0.00 -100.00 0.00 0.0000
GPN / Global Payments Inc. 0.00 -100.00 0.00 0.0000