CIK: 0000007789 · Show all filings
Period: Q3 2024 (← Previous) (Next →)
Filing Date: Nov 13, 2024
Total Value ($000): $3,401,875 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 423,258 | $182,128 | 5.4% | $45.21 | +835.9% | COM | 594918104 |
| AAPL | APPLE INC | 661,683 | $154,172 | 4.5% | $112.88 | +96.6% | COM | 037833100 |
| GOOGL | ALPHABET INC | 760,124 | $126,067 | 3.7% | $110.49 | +50.9% | CAP STK CL A | 02079K305 |
| NVDA | NVIDIA CORPORATION | 1,019,538 | $123,813 | 3.6% | $92.18 | +28.1% | COM | 67066G104 |
| AMZN | AMAZON COM INC | 525,380 | $97,894 | 2.9% | $120.95 | +50.9% | COM | 023135106 |
| JPM | JPMORGAN CHASE & CO. | 395,886 | $83,477 | 2.5% | $49.69 | +312.5% | COM | 46625H100 |
| FISV | FISERV INC | 447,080 | $80,318 | 2.4% | $114.69 | +43.8% | COM | 337738108 |
| NOW | SERVICENOW INC | 83,795 | $74,945 | 2.2% | $75.72 | +117.1% | COM | 81762P102 |
| KMB | KIMBERLY-CLARK CORP | 495,179 | $70,454 | 2.1% | $77.83 | +72.4% | COM | 494368103 |
| — | LAM RESEARCH CORP | 84,879 | $69,268 | 2.0% | $229.30 | — | COM | 512807108 |
| PM | PHILIP MORRIS INTL INC | 537,335 | $65,232 | 1.9% | $63.48 | +73.0% | COM | 718172109 |
| XOM | EXXON MOBIL CORP | 528,759 | $61,981 | 1.8% | $63.54 | +73.2% | COM | 30231G102 |
| ASB | ASSOCIATED BANC CORP | 2,696,266 | $58,078 | 1.7% | $12.35 | +66.8% | COM | 045487105 |
| META | META PLATFORMS INC | 79,823 | $45,694 | 1.3% | $246.19 | +108.0% | CL A | 30303M102 |
| MDLZ | MONDELEZ INTL INC | 612,815 | $45,146 | 1.3% | $36.14 | +85.9% | CL A | 609207105 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 94,583 | $43,533 | 1.3% | $159.26 | +177.7% | CL B NEW | 084670702 |
| PG | PROCTER AND GAMBLE CO | 249,898 | $43,282 | 1.3% | $67.47 | +143.4% | COM | 742718109 |
| RTX | RTX CORPORATION | 353,791 | $42,865 | 1.3% | $78.01 | +42.4% | COM | 75513E101 |
| TMO | THERMO FISHER SCIENTIFIC INC | 68,985 | $42,672 | 1.3% | $323.59 | +82.1% | COM | 883556102 |
| CI | THE CIGNA GROUP | 122,864 | $42,565 | 1.3% | $199.77 | +67.7% | COM | 125523100 |
| LOW | LOWES COS INC | 151,626 | $41,068 | 1.2% | $125.74 | +87.8% | COM | 548661107 |
| ETN | EATON CORP PLC | 113,361 | $37,572 | 1.1% | $63.90 | +371.4% | SHS | G29183103 |
| NOC | NORTHROP GRUMMAN CORP | 71,013 | $37,500 | 1.1% | $392.91 | +21.7% | COM | 666807102 |
| SPY | SPDR S&P 500 ETF TR | 64,518 | $37,018 | 1.1% | $256.97 | — | TR UNIT | 78462F103 |
| BSX | BOSTON SCIENTIFIC CORP | 422,714 | $35,423 | 1.0% | $32.24 | +144.5% | COM | 101137107 |
| UNH | UNITEDHEALTH GROUP INC | 59,478 | $34,776 | 1.0% | $86.22 | +535.9% | COM | 91324P102 |
| VO | VANGUARD INDEX FDS | 131,036 | $34,571 | 1.0% | $190.02 | — | MID CAP ETF | 922908629 |
| — | DISCOVER FINL SVCS | 242,039 | $33,956 | 1.0% | $59.51 | — | COM | 254709108 |
| VOO | VANGUARD INDEX FDS | 62,937 | $33,210 | 1.0% | $281.79 | — | S&P 500 ETF SHS | 922908363 |
| MCD | MCDONALDS CORP | 106,499 | $32,430 | 1.0% | $131.89 | +102.2% | COM | 580135101 |
| SCHW | SCHWAB CHARLES CORP | 487,161 | $31,573 | 0.9% | $55.54 | +16.2% | COM | 808513105 |
| APD | AIR PRODS & CHEMS INC | 105,276 | $31,345 | 0.9% | $83.14 | +216.5% | COM | 009158106 |
| IQV | IQVIA HLDGS INC | 129,277 | $30,635 | 0.9% | $220.89 | +6.9% | COM | 46266C105 |
| MA | MASTERCARD INCORPORATED | 61,315 | $30,277 | 0.9% | $127.56 | +262.0% | CL A | 57636Q104 |
| — | BLACKROCK INC | 30,212 | $28,687 | 0.8% | $327.52 | — | COM | 09247X101 |
| PEP | PEPSICO INC | 162,484 | $27,630 | 0.8% | $84.41 | +93.0% | COM | 713448108 |
| JNJ | JOHNSON & JOHNSON | 162,874 | $26,395 | 0.8% | $76.94 | +98.4% | COM | 478160104 |
| PAYC | PAYCOM SOFTWARE INC | 146,020 | $24,323 | 0.7% | $166.60 | -4.9% | COM | 70432V102 |
| CVX | CHEVRON CORP NEW | 161,492 | $23,783 | 0.7% | $75.68 | +84.9% | COM | 166764100 |
| UNP | UNION PAC CORP | 95,371 | $23,507 | 0.7% | $131.76 | +78.1% | COM | 907818108 |
| AMP | AMERIPRISE FINL INC | 49,926 | $23,456 | 0.7% | $154.50 | +176.1% | COM | 03076C106 |
| LLY | ELI LILLY & CO | 26,299 | $23,299 | 0.7% | $344.80 | +158.2% | COM | 532457108 |
| BSV | VANGUARD BD INDEX FDS | 289,103 | $22,750 | 0.7% | $80.21 | — | SHORT TRM BOND | 921937827 |
| CAT | CATERPILLAR INC | 57,727 | $22,578 | 0.7% | $115.22 | +194.0% | COM | 149123101 |
| XLK | SELECT SECTOR SPDR TR | 99,402 | $22,441 | 0.7% | $45.86 | — | TECHNOLOGY | 81369Y803 |
| ALL | ALLSTATE CORP | 115,716 | $21,946 | 0.6% | $51.02 | +238.8% | COM | 020002101 |
| SYY | SYSCO CORP | 281,022 | $21,937 | 0.6% | $65.84 | +9.5% | COM | 871829107 |
| KO | COCA COLA CO | 303,155 | $21,785 | 0.6% | $36.24 | +81.2% | COM | 191216100 |
| VUG | VANGUARD INDEX FDS | 55,262 | $21,217 | 0.6% | $218.19 | — | GROWTH ETF | 922908736 |
| XEL | XCEL ENERGY INC | 308,943 | $20,174 | 0.6% | $31.81 | +77.8% | COM | 98389B100 |
| DHR | DANAHER CORPORATION | 72,084 | $20,041 | 0.6% | $50.33 | +421.4% | COM | 235851102 |
| GOOG | ALPHABET INC | 109,411 | $18,292 | 0.5% | $107.20 | +56.9% | CAP STK CL C | 02079K107 |
| VIG | VANGUARD SPECIALIZED FUNDS | 89,558 | $17,738 | 0.5% | $147.31 | — | DIV APP ETF | 921908844 |
| MRK | MERCK & CO INC | 154,464 | $17,541 | 0.5% | $54.24 | +108.3% | COM | 58933Y105 |
| CMCSA | COMCAST CORP NEW | 402,742 | $16,823 | 0.5% | $35.93 | +5.1% | CL A | 20030N101 |
| NEE | NEXTERA ENERGY INC | 198,652 | $16,792 | 0.5% | $66.28 | +12.9% | COM | 65339F101 |
| VTV | VANGUARD INDEX FDS | 95,611 | $16,691 | 0.5% | $120.28 | — | VALUE ETF | 922908744 |
| CSCO | CISCO SYS INC | 312,578 | $16,635 | 0.5% | $21.17 | +121.0% | COM | 17275R102 |
| CMI | CUMMINS INC | 51,026 | $16,522 | 0.5% | $223.38 | +28.9% | COM | 231021106 |
| ABT | ABBOTT LABS | 143,269 | $16,334 | 0.5% | $42.88 | +149.7% | COM | 002824100 |
| VB | VANGUARD INDEX FDS | 67,121 | $15,922 | 0.5% | $185.05 | — | SMALL CP ETF | 922908751 |
| SDY | SPDR SER TR | 108,994 | $15,482 | 0.5% | $106.96 | — | S&P DIVID ETF | 78464A763 |
| MDT | MEDTRONIC PLC | 171,778 | $15,465 | 0.5% | $89.28 | -9.5% | SHS | G5960L103 |
| IEFA | ISHARES TR | 194,976 | $15,218 | 0.4% | $65.77 | — | CORE MSCI EAFE | 46432F842 |
| BAC | BANK AMERICA CORP | 380,420 | $15,095 | 0.4% | $22.36 | +73.3% | COM | 060505104 |
| VTI | VANGUARD INDEX FDS | 52,144 | $14,765 | 0.4% | $136.06 | — | TOTAL STK MKT | 922908769 |
| WDS | WOODSIDE ENERGY GROUP LTD | 842,490 | $14,525 | 0.4% | $20.87 | — | SPONSORED ADR | 980228308 |
| PSX | PHILLIPS 66 | 109,976 | $14,456 | 0.4% | $57.06 | +125.0% | COM | 718546104 |
| WM | WASTE MGMT INC DEL | 67,754 | $14,066 | 0.4% | $52.80 | +286.9% | COM | 94106L109 |
| IVV | ISHARES TR | 24,157 | $13,934 | 0.4% | $335.39 | — | CORE S&P500 ETF | 464287200 |
| VNQ | VANGUARD INDEX FDS | 142,762 | $13,908 | 0.4% | $89.36 | — | REAL ESTATE ETF | 922908553 |
| IEMG | ISHARES INC | 226,947 | $13,029 | 0.4% | $51.04 | — | CORE MSCI EMKT | 46434G103 |
| IVE | ISHARES TR | 61,213 | $12,069 | 0.4% | $152.43 | — | S&P 500 VAL ETF | 464287408 |
| VEU | VANGUARD INTL EQUITY INDEX F | 186,443 | $11,746 | 0.3% | $56.06 | — | ALLWRLD EX US | 922042775 |
| WWD | WOODWARD INC | 66,510 | $11,407 | 0.3% | $100.03 | +65.1% | COM | 980745103 |
| WMT | WALMART INC | 135,422 | $10,935 | 0.3% | $45.97 | +57.7% | COM | 931142103 |
| VYM | VANGUARD WHITEHALL FDS | 82,993 | $10,640 | 0.3% | $106.25 | — | HIGH DIV YLD | 921946406 |
| DOC | HEALTHPEAK PROPERTIES INC | 461,684 | $10,559 | 0.3% | $23.91 | -17.3% | COM | 42250P103 |
| EFV | ISHARES TR | 181,396 | $10,436 | 0.3% | $47.24 | — | EAFE VALUE ETF | 464288877 |
| HD | HOME DEPOT INC | 25,564 | $10,359 | 0.3% | $222.01 | +58.8% | COM | 437076102 |
| HON | HONEYWELL INTL INC | 47,777 | $9,876 | 0.3% | $131.58 | +43.1% | COM | 438516106 |
| BND | VANGUARD BD INDEX FDS | 128,645 | $9,663 | 0.3% | $79.63 | — | TOTAL BND MRKT | 921937835 |
| ZTS | ZOETIS INC | 49,262 | $9,625 | 0.3% | $46.01 | +294.1% | CL A | 98978V103 |
| IJH | ISHARES TR | 152,925 | $9,530 | 0.3% | $84.31 | — | CORE S&P MCP ETF | 464287507 |
| SO | SOUTHERN CO | 98,620 | $8,894 | 0.3% | $35.40 | +130.6% | COM | 842587107 |
| UPS | UNITED PARCEL SERVICE INC | 64,961 | $8,857 | 0.3% | $116.66 | +3.3% | CL B | 911312106 |
| CVS | CVS HEALTH CORP | 140,171 | $8,814 | 0.3% | $55.47 | -0.5% | COM | 126650100 |
| SBUX | STARBUCKS CORP | 88,940 | $8,671 | 0.3% | $54.98 | +50.7% | COM | 855244109 |
| AMGN | AMGEN INC | 26,762 | $8,623 | 0.3% | $186.77 | +67.7% | COM | 031162100 |
| IJK | ISHARES TR | 92,537 | $8,507 | 0.3% | $82.71 | — | S&P MC 400GR ETF | 464287606 |
| IVW | ISHARES TR | 85,152 | $8,153 | 0.2% | $74.85 | — | S&P 500 GRWT ETF | 464287309 |
| CL | COLGATE PALMOLIVE CO | 76,344 | $7,925 | 0.2% | $48.56 | +103.7% | COM | 194162103 |
| ABBV | ABBVIE INC | 39,423 | $7,785 | 0.2% | $64.42 | +177.4% | COM | 00287Y109 |
| USB | US BANCORP DEL | 169,491 | $7,751 | 0.2% | $29.13 | +41.2% | COM NEW | 902973304 |
| DIS | DISNEY WALT CO | 80,459 | $7,739 | 0.2% | $73.41 | +23.4% | COM | 254687106 |
| BMY | BRISTOL-MYERS SQUIBB CO | 148,784 | $7,698 | 0.2% | $41.21 | +5.9% | COM | 110122108 |
| IJR | ISHARES TR | 65,522 | $7,663 | 0.2% | $83.55 | — | CORE S&P SCP ETF | 464287804 |
| IWD | ISHARES TR | 39,890 | $7,571 | 0.2% | $101.02 | — | RUS 1000 VAL ETF | 464287598 |
| IJJ | ISHARES TR | 60,613 | $7,493 | 0.2% | $106.86 | — | S&P MC 400VL ETF | 464287705 |
| GDX | VANECK ETF TRUST | 187,972 | $7,485 | 0.2% | $28.72 | — | GOLD MINERS ETF | 92189F106 |
| SYK | STRYKER CORPORATION | 20,604 | $7,443 | 0.2% | $204.99 | +66.1% | COM | 863667101 |
| TXN | TEXAS INSTRS INC | 35,755 | $7,386 | 0.2% | $118.06 | +63.4% | COM | 882508104 |
| BIV | VANGUARD BD INDEX FDS | 93,084 | $7,295 | 0.2% | $78.25 | — | INTERMED TERM | 921937819 |
| PFE | PFIZER INC | 251,913 | $7,290 | 0.2% | $26.24 | +1.7% | COM | 717081103 |
| QQQ | INVESCO QQQ TR | 14,420 | $7,038 | 0.2% | $323.54 | — | UNIT SER 1 | 46090E103 |
| VEA | VANGUARD TAX-MANAGED FDS | 124,627 | $6,582 | 0.2% | $41.10 | — | VAN FTSE DEV MKT | 921943858 |
| IBB | ISHARES TR | 44,976 | $6,549 | 0.2% | $132.17 | — | ISHARES BIOTECH | 464287556 |
| PRU | PRUDENTIAL FINL INC | 53,139 | $6,435 | 0.2% | $52.73 | +109.7% | COM | 744320102 |
| VZ | VERIZON COMMUNICATIONS INC | 143,021 | $6,423 | 0.2% | $31.97 | +20.1% | COM | 92343V104 |
| SCHO | SCHWAB STRATEGIC TR | 126,590 | $6,200 | 0.2% | $48.32 | — | SHT TM US TRES | 808524862 |
| ADI | ANALOG DEVICES INC | 26,547 | $6,110 | 0.2% | $122.24 | +80.1% | COM | 032654105 |
| TFC | TRUIST FINL CORP | 140,986 | $6,030 | 0.2% | $40.67 | -2.7% | COM | 89832Q109 |
| EOG | EOG RES INC | 47,833 | $5,880 | 0.2% | $67.61 | +78.1% | COM | 26875P101 |
| ITW | ILLINOIS TOOL WKS INC | 22,218 | $5,823 | 0.2% | $96.68 | +145.4% | COM | 452308109 |
| NKE | NIKE INC | 64,254 | $5,680 | 0.2% | $119.81 | -36.6% | CL B | 654106103 |
| GLD | SPDR GOLD TR | 22,383 | $5,440 | 0.2% | $142.31 | — | GOLD SHS | 78463V107 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 9,046 | $5,153 | 0.2% | $260.53 | — | UTSER1 S&PDCRP | 78467Y107 |
| BA | BOEING CO | 32,499 | $4,941 | 0.1% | $103.21 | +66.1% | COM | 097023105 |
| XLE | SELECT SECTOR SPDR TR | 55,147 | $4,842 | 0.1% | $57.38 | — | ENERGY | 81369Y506 |
| VOE | VANGUARD INDEX FDS | 28,388 | $4,760 | 0.1% | $127.93 | — | MCAP VL IDXVIP | 922908512 |
| VBK | VANGUARD INDEX FDS | 17,531 | $4,687 | 0.1% | $221.96 | — | SML CP GRW ETF | 922908595 |
| XLP | SELECT SECTOR SPDR TR | 55,204 | $4,582 | 0.1% | $45.84 | — | SBI CONS STPLS | 81369Y308 |
| NFLX | NETFLIX INC | 6,312 | $4,477 | 0.1% | $65.94 | +1.4% | COM | 64110L106 |
| IWF | ISHARES TR | 11,773 | $4,419 | 0.1% | $193.45 | — | RUS 1000 GRW ETF | 464287614 |
| TJX | TJX COS INC NEW | 36,785 | $4,324 | 0.1% | $63.43 | +77.7% | COM | 872540109 |
| XLY | SELECT SECTOR SPDR TR | 21,564 | $4,321 | 0.1% | $89.21 | — | SBI CONS DISCR | 81369Y407 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 53,346 | $4,283 | 0.1% | $49.80 | +59.1% | COM | 595017104 |
| VRTX | VERTEX PHARMACEUTICALS INC | 9,119 | $4,241 | 0.1% | $219.77 | +118.6% | COM | 92532F100 |
| EMR | EMERSON ELEC CO | 38,722 | $4,235 | 0.1% | $42.99 | +144.4% | COM | 291011104 |
| VWO | VANGUARD INTL EQUITY INDEX F | 84,767 | $4,056 | 0.1% | $39.58 | — | FTSE EMR MKT ETF | 922042858 |
| IBM | INTERNATIONAL BUSINESS MACHS | 18,215 | $4,027 | 0.1% | $116.91 | +61.6% | COM | 459200101 |
| VGT | VANGUARD WORLD FD | 6,797 | $3,987 | 0.1% | $123.52 | — | INF TECH ETF | 92204A702 |
| VOT | VANGUARD INDEX FDS | 16,279 | $3,963 | 0.1% | $185.27 | — | MCAP GR IDXVIP | 922908538 |
| XLV | SELECT SECTOR SPDR TR | 24,998 | $3,850 | 0.1% | $99.32 | — | SBI HEALTHCARE | 81369Y209 |
| V | VISA INC | 13,573 | $3,732 | 0.1% | $131.77 | +103.2% | COM CL A | 92826C839 |
| — | AMCOR PLC | 321,175 | $3,639 | 0.1% | $8.59 | +17.9% | ORD | G0250X107 |
| FIS | FIDELITY NATL INFORMATION SV | 43,280 | $3,625 | 0.1% | $108.83 | -29.6% | COM | 31620M106 |
| DOW | DOW INC | 65,049 | $3,554 | 0.1% | $38.67 | +23.9% | COM | 260557103 |
| SNDR | SCHNEIDER NATIONAL INC | 115,055 | $3,284 | 0.1% | $21.68 | +21.9% | CL B | 80689H102 |
| XLU | SELECT SECTOR SPDR TR | 39,666 | $3,204 | 0.1% | $52.18 | — | SBI INT-UTILS | 81369Y886 |
| XLF | SELECT SECTOR SPDR TR | 68,496 | $3,104 | 0.1% | $24.48 | — | FINANCIAL | 81369Y605 |
| IJT | ISHARES TR | 21,695 | $3,026 | 0.1% | $124.91 | — | S&P SML 600 GWT | 464287887 |
| — | ISHARES TR | 119,719 | $3,005 | 0.1% | $25.84 | — | IBONDS DEC25 ETF | 46434VBD1 |
| WFC | WELLS FARGO CO NEW | 52,889 | $2,988 | 0.1% | $33.33 | +64.5% | COM | 949746101 |
| BHP | BHP GROUP LTD | 47,809 | $2,969 | 0.1% | $53.44 | — | SPONSORED ADS | 088606108 |
| INTC | INTEL CORP | 125,117 | $2,935 | 0.1% | $35.98 | -30.8% | COM | 458140100 |
| TROW | PRICE T ROWE GROUP INC | 26,021 | $2,834 | 0.1% | $53.12 | +92.4% | COM | 74144T108 |
| VBR | VANGUARD INDEX FDS | 14,092 | $2,829 | 0.1% | $149.54 | — | SM CP VAL ETF | 922908611 |
| IBDR | ISHARES TR | 113,397 | $2,756 | 0.1% | $25.33 | — | IBONDS DEC2026 | 46435GAA0 |
| XLI | SELECT SECTOR SPDR TR | 20,225 | $2,739 | 0.1% | $63.07 | — | INDL | 81369Y704 |
| IJS | ISHARES TR | 25,191 | $2,712 | 0.1% | $100.06 | — | SP SMCP600VL ETF | 464287879 |
| IWM | ISHARES TR | 11,964 | $2,643 | 0.1% | $132.09 | — | RUSSELL 2000 ETF | 464287655 |
| — | ISHARES TR | 100,609 | $2,536 | 0.1% | $25.60 | — | IBONDS DEC24 ETF | 46434VBG4 |
| WY | WEYERHAEUSER CO MTN BE | 74,449 | $2,521 | 0.1% | $19.74 | +49.1% | COM NEW | 962166104 |
| VLTO | VERALTO CORP | 21,621 | $2,419 | 0.1% | $74.07 | +41.8% | COM SHS | 92338C103 |
| OKE | ONEOK INC NEW | 26,370 | $2,403 | 0.1% | $37.04 | +120.0% | COM | 682680103 |
| MO | ALTRIA GROUP INC | 46,592 | $2,378 | 0.1% | $21.93 | +107.6% | COM | 02209S103 |
| COP | CONOCOPHILLIPS | 21,943 | $2,310 | 0.1% | $41.36 | +154.0% | COM | 20825C104 |
| ODFL | OLD DOMINION FREIGHT LINE IN | 11,524 | $2,289 | 0.1% | $167.03 | +15.4% | COM | 679580100 |
| EFA | ISHARES TR | 26,905 | $2,250 | 0.1% | $60.54 | — | MSCI EAFE ETF | 464287465 |
| IBDS | ISHARES TR | 92,268 | $2,249 | 0.1% | $25.41 | — | IBONDS 27 ETF | 46435UAA9 |
| ITOT | ISHARES TR | 17,476 | $2,195 | 0.1% | $67.61 | — | CORE S&P TTL STK | 464287150 |
| ADP | AUTOMATIC DATA PROCESSING IN | 7,899 | $2,186 | 0.1% | $110.21 | +130.0% | COM | 053015103 |
| NTRS | NORTHERN TR CORP | 24,034 | $2,164 | 0.1% | $51.42 | +63.4% | COM | 665859104 |
| COF | CAPITAL ONE FINL CORP | 14,151 | $2,119 | 0.1% | $51.36 | +172.3% | COM | 14040H105 |
| GIS | GENERAL MLS INC | 28,508 | $2,105 | 0.1% | $38.03 | +72.6% | COM | 370334104 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 3 | $2,074 | 0.1% | $314742.44 | +110.9% | CL A | 084670108 |
| DG | DOLLAR GEN CORP NEW | 23,923 | $2,023 | 0.1% | $165.90 | -36.1% | COM | 256677105 |
| GE | GE AEROSPACE | 10,712 | $2,020 | 0.1% | $112.57 | +49.2% | COM NEW | 369604301 |
| WEC | WEC ENERGY GROUP INC | 20,789 | $1,999 | 0.1% | $62.52 | +35.3% | COM | 92939U106 |
| IBDT | ISHARES TR | 77,623 | $1,982 | 0.1% | $26.76 | — | IBDS DEC28 ETF | 46435U515 |
| AXP | AMERICAN EXPRESS CO | 7,217 | $1,957 | 0.1% | $90.78 | +170.0% | COM | 025816109 |
| IWB | ISHARES TR | 6,217 | $1,955 | 0.1% | $181.62 | — | RUS 1000 ETF | 464287622 |
| CSX | CSX CORP | 55,534 | $1,918 | 0.1% | $25.52 | +30.1% | COM | 126408103 |
| HUBB | HUBBELL INC | 4,430 | $1,898 | 0.1% | $164.41 | +129.6% | COM | 443510607 |
| MMM | 3M CO | 13,366 | $1,827 | 0.1% | $79.63 | +49.6% | COM | 88579Y101 |
| ADBE | ADOBE INC | 3,456 | $1,789 | 0.1% | $142.74 | +284.2% | COM | 00724F101 |
| RHHBY | ROCHE HLDG LTD | 44,340 | $1,778 | 0.1% | $46.71 | — | SPONSORED ADR | 771195104 |
| XLC | SELECT SECTOR SPDR TR | 19,637 | $1,775 | 0.1% | $49.08 | — | COMMUNICATION | 81369Y852 |
| T | AT&T INC | 80,577 | $1,773 | 0.1% | $13.68 | +37.3% | COM | 00206R102 |
| IBTE | ISHARES TR | 72,385 | $1,737 | 0.1% | $23.88 | — | IBONDS 24 TRM TS | 46436E874 |
| SLB | SCHLUMBERGER LTD | 41,050 | $1,722 | 0.1% | $37.26 | +14.5% | COM STK | 806857108 |
| SLV | ISHARES SILVER TR | 60,535 | $1,720 | 0.1% | $19.77 | — | ISHARES | 46428Q109 |
| TGT | TARGET CORP | 10,968 | $1,709 | 0.1% | $177.51 | -20.6% | COM | 87612E106 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 15,713 | $1,696 | 0.0% | $82.61 | +30.2% | COM | 98956P102 |
| IBTG | ISHARES TR | 72,653 | $1,676 | 0.0% | $22.72 | — | IBONDS 26 TRM TS | 46436E858 |
| — | ISHARES TR | 70,020 | $1,640 | 0.0% | $23.25 | — | IBONDS 25 TRM TS | 46436E866 |
| AVGO | BROADCOM INC | 9,435 | $1,628 | 0.0% | $153.95 | +2.6% | COM | 11135F101 |
| WPC | WP CAREY INC | 24,700 | $1,539 | 0.0% | $63.72 | — | COM | 92936U109 |
| IBTH | ISHARES TR | 64,800 | $1,467 | 0.0% | $22.14 | — | IBONDS 27 TRM TS | 46436E841 |
| COST | COSTCO WHSL CORP NEW | 1,626 | $1,441 | 0.0% | $303.92 | +183.6% | COM | 22160K105 |
| ORCL | ORACLE CORP | 8,458 | $1,441 | 0.0% | $54.22 | +163.9% | COM | 68389X105 |
| GS | GOLDMAN SACHS GROUP INC | 2,901 | $1,436 | 0.0% | $204.45 | +132.4% | COM | 38141G104 |
| IBDU | ISHARES TR | 56,978 | $1,340 | 0.0% | $24.09 | — | IBONDS DEC 29 | 46436E205 |
| IBTI | ISHARES TR | 56,404 | $1,269 | 0.0% | $21.83 | — | IBONDS 28 TRM TS | 46436E833 |
| ED | CONSOLIDATED EDISON INC | 12,094 | $1,259 | 0.0% | $45.80 | +106.2% | COM | 209115104 |
| FTV | FORTIVE CORP | 15,569 | $1,229 | 0.0% | $41.72 | +31.0% | COM | 34959J108 |
| XBI | SPDR SER TR | 12,190 | $1,204 | 0.0% | $77.85 | — | S&P BIOTECH | 78464A870 |
| BMO | BANK MONTREAL QUE | 13,170 | $1,188 | 0.0% | $66.68 | +21.7% | COM | 063671101 |
| RRX | REGAL REXNORD CORPORATION | 7,155 | $1,187 | 0.0% | $73.58 | +109.9% | COM | 758750103 |
| IBTJ | ISHARES TR | 52,721 | $1,165 | 0.0% | $21.42 | — | IBONDS 29 TRM TS | 46436E825 |
| PLXS | PLEXUS CORP | 8,059 | $1,102 | 0.0% | $66.81 | +81.6% | COM | 729132100 |
| IBDV | ISHARES TR | 49,098 | $1,089 | 0.0% | $22.53 | — | IBONDS DEC 2030 | 46436E726 |
| XLRE | SELECT SECTOR SPDR TR | 24,114 | $1,077 | 0.0% | $42.26 | — | RL EST SEL SEC | 81369Y860 |
| XLB | SELECT SECTOR SPDR TR | 11,074 | $1,067 | 0.0% | $59.78 | — | SBI MATERIALS | 81369Y100 |
| IRM | IRON MTN INC DEL | 8,863 | $1,053 | 0.0% | $102.07 | 0.0% | COM | 46284V101 |
| DJP | BARCLAYS BANK PLC | 32,417 | $1,045 | 0.0% | $27.15 | — | DJUBS CMDT ETN36 | 06738C778 |
| DVY | ISHARES TR | 7,701 | $1,040 | 0.0% | $98.36 | — | SELECT DIVID ETF | 464287168 |
| PH | PARKER-HANNIFIN CORP | 1,618 | $1,022 | 0.0% | $270.62 | +107.1% | COM | 701094104 |
| NVS | NOVARTIS AG | 8,812 | $1,014 | 0.0% | $73.36 | — | SPONSORED ADR | 66987V109 |
| BP | BP PLC | 30,761 | $966 | 0.0% | $36.19 | — | SPONSORED ADR | 055622104 |
| EPD | ENTERPRISE PRODS PARTNERS L | 32,345 | $942 | 0.0% | $36.31 | — | COM | 293792107 |
| AME | AMETEK INC | 5,400 | $927 | 0.0% | $117.19 | +41.1% | COM | 031100100 |
| NSRGY | NESTLE S A | 9,179 | $924 | 0.0% | $78.32 | — | SPONSORED ADR | 641069406 |
| AFL | AFLAC INC | 7,614 | $851 | 0.0% | $38.42 | +157.0% | COM | 001055102 |
| TSLA | TESLA INC | 3,173 | $830 | 0.0% | $234.56 | -2.8% | COM | 88160R101 |
| NIC | NICOLET BANKSHARES INC | 8,347 | $798 | 0.0% | $65.55 | +40.6% | COM | 65406E102 |
| DRI | DARDEN RESTAURANTS INC | 4,818 | $791 | 0.0% | $49.71 | +192.7% | COM | 237194105 |
| IBTK | ISHARES TR | 37,437 | $750 | 0.0% | $19.56 | — | IBOND DEC 2030 | 46436E593 |
| TREX | TREX CO INC | 11,191 | $745 | 0.0% | $69.31 | +1.3% | COM | 89531P105 |
| IBDX | ISHARES TR | 27,700 | $712 | 0.0% | $24.80 | — | IBONDS DEC 2032 | 46436E312 |
| SCHG | SCHWAB STRATEGIC TR | 6,786 | $707 | 0.0% | $87.77 | — | US LCAP GR ETF | 808524300 |
| IWP | ISHARES TR | 5,788 | $679 | 0.0% | $113.38 | — | RUS MD CP GR ETF | 464287481 |
| LMT | LOCKHEED MARTIN CORP | 1,153 | $674 | 0.0% | $312.51 | +65.2% | COM | 539830109 |
| IBDW | ISHARES TR | 31,475 | $668 | 0.0% | $20.47 | — | IBONDS DEC 2031 | 46436E486 |
| GEV | GE VERNOVA INC | 2,601 | $663 | 0.0% | $173.00 | +10.7% | COM | 36828A101 |
| LHX | L3HARRIS TECHNOLOGIES INC | 2,779 | $661 | 0.0% | $195.44 | +14.9% | COM | 502431109 |
| IBDY | ISHARES TR | 24,250 | $640 | 0.0% | $25.46 | — | IBONDS DEC 2033 | 46436E130 |
| O | REALTY INCOME CORP | 10,075 | $639 | 0.0% | $30.07 | +82.9% | COM | 756109104 |
| TRV | TRAVELERS COMPANIES INC | 2,695 | $631 | 0.0% | $125.69 | +71.3% | COM | 89417E109 |
| EFG | ISHARES TR | 5,747 | $619 | 0.0% | $88.63 | — | EAFE GRWTH ETF | 464288885 |
| MPC | MARATHON PETE CORP | 3,727 | $607 | 0.0% | $67.48 | +143.0% | COM | 56585A102 |
| BNDX | VANGUARD CHARLOTTE FDS | 12,041 | $605 | 0.0% | $48.69 | — | TOTAL INT BD ETF | 92203J407 |
| WELL | WELLTOWER INC | 4,714 | $604 | 0.0% | $59.22 | +92.2% | COM | 95040Q104 |
| USMV | ISHARES TR | 6,175 | $564 | 0.0% | $66.04 | — | MSCI USA MIN VOL | 46429B697 |
| DUK | DUKE ENERGY CORP NEW | 4,871 | $562 | 0.0% | $71.54 | +48.0% | COM NEW | 26441C204 |
| DE | DEERE & CO | 1,336 | $558 | 0.0% | $275.31 | +34.1% | COM | 244199105 |
| IYW | ISHARES TR | 3,650 | $553 | 0.0% | $102.10 | — | U.S. TECH ETF | 464287721 |
| ICLN | ISHARES TR | 37,251 | $547 | 0.0% | $22.70 | — | GL CLEAN ENE ETF | 464288224 |
| PYPL | PAYPAL HLDGS INC | 6,696 | $522 | 0.0% | $170.39 | -60.8% | COM | 70450Y103 |
| SCHP | SCHWAB STRATEGIC TR | 9,483 | $509 | 0.0% | $58.60 | — | US TIPS ETF | 808524870 |
| LNT | ALLIANT ENERGY CORP | 8,342 | $506 | 0.0% | $34.24 | +58.8% | COM | 018802108 |
| CB | CHUBB LIMITED | 1,725 | $497 | 0.0% | $153.15 | +76.8% | COM | H1467J104 |
| CSL | CARLISLE COS INC | 1,098 | $494 | 0.0% | $285.95 | +42.1% | COM | 142339100 |
| DLN | WISDOMTREE TR | 5,956 | $468 | 0.0% | $65.67 | — | US LARGECAP DIVD | 97717W307 |
| KMI | KINDER MORGAN INC DEL | 21,153 | $467 | 0.0% | $16.12 | +23.2% | COM | 49456B101 |
| PAYX | PAYCHEX INC | 3,437 | $461 | 0.0% | $64.93 | +87.8% | COM | 704326107 |
| SCHK | SCHWAB STRATEGIC TR | 7,919 | $438 | 0.0% | $44.07 | — | 1000 INDEX ETF | 808524722 |
| AMAT | APPLIED MATLS INC | 2,165 | $437 | 0.0% | $127.73 | +58.4% | COM | 038222105 |
| KHC | KRAFT HEINZ CO | 12,383 | $435 | 0.0% | $40.82 | -22.1% | COM | 500754106 |
| KLAC | KLA CORP | 552 | $427 | 0.0% | $337.92 | +129.4% | COM NEW | 482480100 |
| HSY | HERSHEY CO | 2,226 | $427 | 0.0% | $137.23 | +35.6% | COM | 427866108 |
| CTAS | CINTAS CORP | 2,066 | $425 | 0.0% | $170.76 | +11.8% | COM | 172908105 |
| GWW | GRAINGER W W INC | 406 | $422 | 0.0% | $407.48 | +134.8% | COM | 384802104 |
| ACN | ACCENTURE PLC IRELAND | 1,180 | $417 | 0.0% | $201.58 | +60.1% | SHS CLASS A | G1151C101 |
| BEN | FRANKLIN RESOURCES INC | 20,147 | $406 | 0.0% | $28.45 | -30.7% | COM | 354613101 |
| HST | HOST HOTELS & RESORTS INC | 22,675 | $399 | 0.0% | $11.44 | +39.4% | COM | 44107P104 |
| MSTR | MICROSTRATEGY INC | 2,350 | $396 | 0.0% | $137.79 | +3.8% | CL A NEW | 594972408 |
| QCOM | QUALCOMM INC | 2,319 | $394 | 0.0% | $130.97 | +30.7% | COM | 747525103 |
| SRE | SEMPRA | 4,612 | $386 | 0.0% | $62.90 | +21.4% | COM | 816851109 |
| GLW | CORNING INC | 8,535 | $385 | 0.0% | $18.65 | +119.1% | COM | 219350105 |
| PSBQ | PSB HLDGS INC WIS | 14,958 | $374 | 0.0% | $22.26 | +8.1% | COM | 69360N108 |
| SCHX | SCHWAB STRATEGIC TR | 5,509 | $374 | 0.0% | $78.90 | — | US LRG CAP ETF | 808524201 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2,316 | $372 | 0.0% | $66.34 | +128.6% | COM | 45866F104 |
| VCR | VANGUARD WORLD FD | 1,080 | $368 | 0.0% | $191.65 | — | CONSUM DIS ETF | 92204A108 |
| VHT | VANGUARD WORLD FD | 1,303 | $368 | 0.0% | $181.78 | — | HEALTH CAR ETF | 92204A504 |
| ROK | ROCKWELL AUTOMATION INC | 1,354 | $363 | 0.0% | $259.39 | +0.0% | COM | 773903109 |
| SCHV | SCHWAB STRATEGIC TR | 4,482 | $360 | 0.0% | $71.33 | — | US LCAP VA ETF | 808524409 |
| ADM | ARCHER DANIELS MIDLAND CO | 5,938 | $355 | 0.0% | $55.64 | +4.0% | COM | 039483102 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3,765 | $353 | 0.0% | $83.75 | 0.0% | COMMON STOCK | 36266G107 |
| PFF | ISHARES TR | 10,357 | $344 | 0.0% | $36.89 | — | PFD AND INCM SEC | 464288687 |
| SLYV | SPDR SER TR | 3,853 | $335 | 0.0% | $86.82 | — | S&P 600 SMCP VAL | 78464A300 |
| GD | GENERAL DYNAMICS CORP | 1,104 | $334 | 0.0% | $223.06 | +28.4% | COM | 369550108 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 5,835 | $324 | 0.0% | $52.84 | — | SHS | 315948109 |
| BX | BLACKSTONE INC | 2,115 | $324 | 0.0% | $98.03 | +36.3% | COM | 09260D107 |
| VXF | VANGUARD INDEX FDS | 1,750 | $318 | 0.0% | $152.48 | — | EXTEND MKT ETF | 922908652 |
| FOUR | SHIFT4 PMTS INC | 3,592 | $318 | 0.0% | $68.35 | +10.9% | CL A | 82452J109 |
| HRL | HORMEL FOODS CORP | 10,000 | $317 | 0.0% | $44.42 | -32.1% | COM | 440452100 |
| ECL | ECOLAB INC | 1,222 | $312 | 0.0% | $177.75 | +35.6% | COM | 278865100 |
| MS | MORGAN STANLEY | 2,956 | $308 | 0.0% | $75.47 | +28.4% | COM NEW | 617446448 |
| MGEE | MGE ENERGY INC | 3,360 | $307 | 0.0% | $53.58 | +55.0% | COM | 55277P104 |
| NVO | NOVO-NORDISK A S | 2,570 | $306 | 0.0% | $98.17 | — | ADR | 670100205 |
| AVNS | AVANOS MED INC | 12,718 | $306 | 0.0% | $36.69 | -37.7% | COM | 05350V106 |
| IWR | ISHARES TR | 3,427 | $302 | 0.0% | $83.48 | — | RUS MID CAP ETF | 464287499 |
| C | CITIGROUP INC | 4,624 | $289 | 0.0% | $42.24 | +40.7% | COM NEW | 172967424 |
| ENB | ENBRIDGE INC | 7,091 | $288 | 0.0% | $29.71 | +19.6% | COM | 29250N105 |
| AGM/A | FED AGRI MTG CORP | 2,000 | $287 | 0.0% | $16.67 | +740.8% | CL A | 313148108 |
| FAST | FASTENAL CO | 4,007 | $286 | 0.0% | $23.75 | +38.6% | COM | 311900104 |
| BF/B | BROWN FORMAN CORP | 5,800 | $285 | 0.0% | $54.46 | -20.5% | CL B | 115637209 |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 11,204 | $283 | 0.0% | $22.49 | 0.0% | CL A | 185123106 |
| AEP | AMERICAN ELEC PWR CO INC | 2,746 | $282 | 0.0% | $72.19 | +28.9% | COM | 025537101 |
| KAI | KADANT INC | 831 | $281 | 0.0% | $224.53 | +41.3% | COM | 48282T104 |
| GWRE | GUIDEWIRE SOFTWARE INC | 1,495 | $273 | 0.0% | $83.48 | +82.0% | COM | 40171V100 |
| CNP | CENTERPOINT ENERGY INC | 9,253 | $272 | 0.0% | $26.28 | +2.9% | COM | 15189T107 |
| XLG | INVESCO EXCHANGE TRADED FD T | 5,616 | $267 | 0.0% | $42.51 | — | S&P 500 TOP 50 | 46137V233 |
| BKNG | BOOKING HOLDINGS INC | 61 | $257 | 0.0% | $3654.84 | +3.8% | COM | 09857L108 |
| CARR | CARRIER GLOBAL CORPORATION | 3,160 | $254 | 0.0% | $60.20 | +13.8% | COM | 14448C104 |
| — | SANDY SPRING BANCORP INC | 7,941 | $249 | 0.0% | $31.37 | — | COM | 800363103 |
| INTU | INTUIT | 399 | $248 | 0.0% | $553.87 | +14.3% | COM | 461202103 |
| MORN | MORNINGSTAR INC | 765 | $244 | 0.0% | $310.75 | 0.0% | COM | 617700109 |
| POOL | POOL CORP | 647 | $244 | 0.0% | $338.65 | 0.0% | COM | 73278L105 |
| RBC | RBC BEARINGS INC | 811 | $243 | 0.0% | $226.85 | +26.8% | COM | 75524B104 |
| CNS | COHEN & STEERS INC | 2,528 | $243 | 0.0% | $81.62 | 0.0% | COM | 19247A100 |
| FITB | FIFTH THIRD BANCORP | 5,508 | $236 | 0.0% | $32.36 | +19.2% | COM | 316773100 |
| MRSH | MARSH & MCLENNAN COS INC | 1,042 | $232 | 0.0% | $216.92 | 0.0% | COM | 571748102 |
| OSK | OSHKOSH CORP | 2,315 | $232 | 0.0% | $113.78 | -10.9% | COM | 688239201 |
| AGG | ISHARES TR | 2,256 | $228 | 0.0% | $101.27 | — | CORE US AGGBD ET | 464287226 |
| GLOB | GLOBANT S A | 1,137 | $225 | 0.0% | $193.24 | 0.0% | COM | L44385109 |
| PGR | PROGRESSIVE CORP | 879 | $223 | 0.0% | $214.15 | 0.0% | COM | 743315103 |
| VV | VANGUARD INDEX FDS | 841 | $221 | 0.0% | $108.16 | — | LARGE CAP ETF | 922908637 |
| NSC | NORFOLK SOUTHN CORP | 889 | $221 | 0.0% | $233.00 | 0.0% | COM | 655844108 |
| HII | HUNTINGTON INGALLS INDS INC | 835 | $221 | 0.0% | $222.46 | +15.1% | COM | 446413106 |
| EIX | EDISON INTL | 2,515 | $219 | 0.0% | $75.98 | 0.0% | COM | 281020107 |
| NTR | NUTRIEN LTD | 4,535 | $218 | 0.0% | $52.70 | -12.4% | COM | 67077M108 |
| PCTY | PAYLOCITY HLDG CORP | 1,312 | $216 | 0.0% | $152.10 | 0.0% | COM | 70438V106 |
| IWS | ISHARES TR | 1,628 | $215 | 0.0% | $132.25 | — | RUS MDCP VAL ETF | 464287473 |
| VLO | VALERO ENERGY CORP | 1,585 | $214 | 0.0% | $136.95 | +1.8% | COM | 91913Y100 |
| HLNE | HAMILTON LANE INC | 1,261 | $212 | 0.0% | $144.76 | 0.0% | CL A | 407497106 |
| NOVT | NOVANTA INC | 1,168 | $209 | 0.0% | $173.82 | 0.0% | COM | 67000B104 |
| NSA | NATIONAL STORAGE AFFILIATES | 4,333 | $209 | 0.0% | $41.22 | — | COM SHS BEN IN | 637870106 |
| AMD | ADVANCED MICRO DEVICES INC | 1,265 | $208 | 0.0% | $118.65 | +28.1% | COM | 007903107 |
| LIN | LINDE PLC | 424 | $202 | 0.0% | $447.95 | 0.0% | SHS | G54950103 |
| QUAL | ISHARES TR | 1,127 | $202 | 0.0% | $179.30 | — | MSCI USA QLT FCT | 46432F339 |
| SHW | SHERWIN WILLIAMS CO | 526 | $201 | 0.0% | $344.92 | 0.0% | COM | 824348106 |
| MTW | MANITOWOC CO INC | 17,842 | $172 | 0.0% | $37.84 | -72.5% | COM NEW | 563571405 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 14,942 | $165 | 0.0% | $11.19 | -3.6% | COM | 12510Q100 |
| ETBI | EASTGATE BIOTECH CORP | 288,600 | $1 | 0.0% | $0.00 | +68.9% | COM | 277253100 |
| WCUI | WELLNESS CTR USA INC | 12,500 | $0 | 0.0% | $0.04 | -98.1% | COM | 94973A103 |