CIK: 0000007789 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: May 9, 2025
Total Value ($000): $3,279,757 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 439,103 | $164,835 | 5.0% | $69.58 | +482.2% | COM | 594918104 |
| AAPL | APPLE INC | 629,323 | $139,792 | 4.3% | $112.88 | +104.4% | COM | 037833100 |
| GOOGL | ALPHABET INC | 748,336 | $115,723 | 3.5% | $111.59 | +61.9% | CAP STK CL A | 02079K305 |
| NVDA | NVIDIA CORPORATION | 978,101 | $106,007 | 3.2% | $92.18 | +37.5% | COM | 67066G104 |
| JPM | JPMORGAN CHASE & CO. | 400,489 | $98,240 | 3.0% | $57.52 | +336.2% | COM | 46625H100 |
| AMZN | AMAZON COM INC | 507,891 | $96,631 | 2.9% | $120.95 | +79.4% | COM | 023135106 |
| FISV | FISERV INC | 392,595 | $86,697 | 2.6% | $114.69 | +90.9% | COM | 337738108 |
| PM | PHILIP MORRIS INTL INC | 543,970 | $86,344 | 2.6% | $65.30 | +109.8% | COM | 718172109 |
| LRCX | LAM RESEARCH CORP | 963,390 | $70,038 | 2.1% | $75.40 | +3.6% | COM NEW | 512807306 |
| KMB | KIMBERLY-CLARK CORP | 452,675 | $64,379 | 2.0% | $77.83 | +66.8% | COM | 494368103 |
| XOM | EXXON MOBIL CORP | 523,473 | $62,257 | 1.9% | $65.01 | +64.9% | COM | 30231G102 |
| NOW | SERVICENOW INC | 73,051 | $58,159 | 1.8% | $75.72 | +154.5% | COM | 81762P102 |
| ASB | ASSOCIATED BANC CORP | 2,523,619 | $56,857 | 1.7% | $12.35 | +87.8% | COM | 045487105 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 90,397 | $48,144 | 1.5% | $159.26 | +205.3% | CL B NEW | 084670702 |
| RTX | RTX CORPORATION | 344,795 | $45,672 | 1.4% | $78.01 | +59.9% | COM | 75513E101 |
| LLY | ELI LILLY & CO | 54,497 | $45,010 | 1.4% | $591.58 | +39.7% | COM | 532457108 |
| META | META PLATFORMS INC | 76,217 | $43,928 | 1.3% | $246.19 | +161.3% | CL A | 30303M102 |
| VO | VANGUARD INDEX FDS | 160,187 | $41,428 | 1.3% | $202.86 | — | MID CAP ETF | 922908629 |
| PG | PROCTER AND GAMBLE CO | 239,910 | $40,885 | 1.2% | $67.47 | +143.0% | COM | 742718109 |
| MDLZ | MONDELEZ INTL INC | 589,291 | $39,983 | 1.2% | $36.14 | +65.3% | CL A | 609207105 |
| — | DISCOVER FINL SVCS | 230,159 | $39,288 | 1.2% | $59.51 | — | COM | 254709108 |
| CI | THE CIGNA GROUP | 116,441 | $38,309 | 1.2% | $199.77 | +48.0% | COM | 125523100 |
| BSX | BOSTON SCIENTIFIC CORP | 374,881 | $37,818 | 1.2% | $32.24 | +212.4% | COM | 101137107 |
| SCHW | SCHWAB CHARLES CORP | 476,839 | $37,327 | 1.1% | $55.54 | +39.8% | COM | 808513105 |
| LOW | LOWES COS INC | 150,020 | $34,989 | 1.1% | $125.74 | +92.5% | COM | 548661107 |
| VOO | VANGUARD INDEX FDS | 67,270 | $34,571 | 1.1% | $298.00 | — | S&P 500 ETF SHS | 922908363 |
| SPY | SPDR S&P 500 ETF TR | 61,070 | $34,162 | 1.0% | $256.97 | — | TR UNIT | 78462F103 |
| PAYC | PAYCOM SOFTWARE INC | 151,932 | $33,194 | 1.0% | $168.71 | +24.2% | COM | 70432V102 |
| MA | MASTERCARD INCORPORATED | 58,972 | $32,324 | 1.0% | $127.56 | +324.9% | CL A | 57636Q104 |
| UBER | UBER TECHNOLOGIES INC | 442,013 | $32,205 | 1.0% | $72.04 | 0.0% | COM | 90353T100 |
| MCD | MCDONALDS CORP | 101,033 | $31,560 | 1.0% | $131.89 | +122.1% | COM | 580135101 |
| IQV | IQVIA HLDGS INC | 170,422 | $30,045 | 0.9% | $214.74 | -9.7% | COM | 46266C105 |
| UNH | UNITEDHEALTH GROUP INC | 56,263 | $29,468 | 0.9% | $86.22 | +479.3% | COM | 91324P102 |
| APD | AIR PRODS & CHEMS INC | 98,277 | $28,984 | 0.9% | $83.14 | +261.3% | COM | 009158106 |
| BLK | BLACKROCK INC | 29,343 | $27,773 | 0.8% | $991.05 | -2.9% | COM | 09290D101 |
| CVX | CHEVRON CORP NEW | 160,692 | $26,882 | 0.8% | $77.14 | +95.1% | COM | 166764100 |
| BSV | VANGUARD BD INDEX FDS | 328,988 | $25,753 | 0.8% | $79.99 | — | SHORT TRM BOND | 921937827 |
| ETN | EATON CORP PLC | 94,707 | $25,744 | 0.8% | $63.90 | +382.8% | SHS | G29183103 |
| JNJ | JOHNSON & JOHNSON | 149,111 | $24,729 | 0.8% | $76.94 | +98.1% | COM | 478160104 |
| AMP | AMERIPRISE FINL INC | 48,219 | $23,343 | 0.7% | $154.50 | +235.7% | COM | 03076C106 |
| ALL | ALLSTATE CORP | 112,294 | $23,253 | 0.7% | $51.02 | +274.9% | COM | 020002101 |
| PEP | PEPSICO INC | 151,351 | $22,694 | 0.7% | $84.41 | +70.0% | COM | 713448108 |
| TMO | THERMO FISHER SCIENTIFIC INC | 45,277 | $22,530 | 0.7% | $323.59 | +66.8% | COM | 883556102 |
| UNP | UNION PAC CORP | 89,503 | $21,144 | 0.6% | $131.76 | +78.8% | COM | 907818108 |
| VUG | VANGUARD INDEX FDS | 56,771 | $21,052 | 0.6% | $222.71 | — | GROWTH ETF | 922908736 |
| NOC | NORTHROP GRUMMAN CORP | 40,518 | $20,746 | 0.6% | $392.91 | +19.6% | COM | 666807102 |
| XEL | XCEL ENERGY INC | 291,193 | $20,614 | 0.6% | $31.81 | +107.5% | COM | 98389B100 |
| VIG | VANGUARD SPECIALIZED FUNDS | 102,530 | $19,890 | 0.6% | $153.38 | — | DIV APP ETF | 921908844 |
| KO | COCA COLA CO | 271,785 | $19,465 | 0.6% | $36.24 | +79.3% | COM | 191216100 |
| XLK | SELECT SECTOR SPDR TR | 92,432 | $19,085 | 0.6% | $45.86 | — | TECHNOLOGY | 81369Y803 |
| CSCO | CISCO SYS INC | 301,961 | $18,634 | 0.6% | $21.17 | +183.9% | COM | 17275R102 |
| VB | VANGUARD INDEX FDS | 81,029 | $17,968 | 0.5% | $193.00 | — | SMALL CP ETF | 922908751 |
| CAT | CATERPILLAR INC | 52,441 | $17,295 | 0.5% | $115.22 | +205.5% | COM | 149123101 |
| ABT | ABBOTT LABS | 128,408 | $17,033 | 0.5% | $42.88 | +192.6% | COM | 002824100 |
| VTV | VANGUARD INDEX FDS | 95,843 | $16,556 | 0.5% | $120.92 | — | VALUE ETF | 922908744 |
| GOOG | ALPHABET INC | 105,638 | $16,504 | 0.5% | $107.20 | +70.2% | CAP STK CL C | 02079K107 |
| MDT | MEDTRONIC PLC | 180,182 | $16,191 | 0.5% | $89.19 | -2.0% | SHS | G5960L103 |
| IEFA | ISHARES TR | 209,101 | $15,818 | 0.5% | $66.35 | — | CORE MSCI EAFE | 46432F842 |
| CMI | CUMMINS INC | 49,448 | $15,499 | 0.5% | $223.38 | +54.9% | COM | 231021106 |
| VTI | VANGUARD INDEX FDS | 56,350 | $15,487 | 0.5% | $150.32 | — | TOTAL STK MKT | 922908769 |
| BAC | BANK AMERICA CORP | 370,183 | $15,448 | 0.5% | $22.36 | +95.1% | COM | 060505104 |
| WM | WASTE MGMT INC DEL | 63,539 | $14,710 | 0.4% | $52.80 | +313.6% | COM | 94106L109 |
| SDY | SPDR SER TR | 107,959 | $14,648 | 0.4% | $106.96 | — | S&P DIVID ETF | 78464A763 |
| DHR | DANAHER CORPORATION | 69,636 | $14,275 | 0.4% | $50.33 | +331.1% | COM | 235851102 |
| CMCSA | COMCAST CORP NEW | 376,761 | $13,902 | 0.4% | $35.93 | -2.5% | CL A | 20030N101 |
| NEE | NEXTERA ENERGY INC | 192,917 | $13,676 | 0.4% | $66.28 | +3.6% | COM | 65339F101 |
| IVV | ISHARES TR | 23,965 | $13,466 | 0.4% | $338.22 | — | CORE S&P500 ETF | 464287200 |
| VEU | VANGUARD INTL EQUITY INDEX F | 221,822 | $13,456 | 0.4% | $56.62 | — | ALLWRLD EX US | 922042775 |
| BIV | VANGUARD BD INDEX FDS | 172,364 | $13,198 | 0.4% | $77.46 | — | INTERMED TERM | 921937819 |
| SYY | SYSCO CORP | 174,640 | $13,105 | 0.4% | $65.84 | +8.3% | COM | 871829107 |
| IEMG | ISHARES INC | 236,313 | $12,754 | 0.4% | $51.14 | — | CORE MSCI EMKT | 46434G103 |
| PSX | PHILLIPS 66 | 102,343 | $12,637 | 0.4% | $57.06 | +109.0% | COM | 718546104 |
| BND | VANGUARD BD INDEX FDS | 170,387 | $12,515 | 0.4% | $77.96 | — | TOTAL BND MRKT | 921937835 |
| IVE | ISHARES TR | 64,648 | $12,321 | 0.4% | $154.38 | — | S&P 500 VAL ETF | 464287408 |
| WWD | WOODWARD INC | 62,074 | $11,328 | 0.3% | $100.03 | +83.9% | COM | 980745103 |
| VNQ | VANGUARD INDEX FDS | 124,846 | $11,304 | 0.3% | $89.36 | — | REAL ESTATE ETF | 922908553 |
| MRK | MERCK & CO INC | 119,812 | $10,754 | 0.3% | $54.24 | +66.2% | COM | 58933Y105 |
| EFV | ISHARES TR | 180,360 | $10,630 | 0.3% | $47.24 | — | EAFE VALUE ETF | 464288877 |
| WMT | WALMART INC | 119,471 | $10,488 | 0.3% | $45.97 | +102.2% | COM | 931142103 |
| VYM | VANGUARD WHITEHALL FDS | 76,780 | $9,902 | 0.3% | $106.25 | — | HIGH DIV YLD | 921946406 |
| IJH | ISHARES TR | 156,958 | $9,158 | 0.3% | $83.76 | — | CORE S&P MCP ETF | 464287507 |
| HD | HOME DEPOT INC | 24,920 | $9,133 | 0.3% | $222.01 | +71.5% | COM | 437076102 |
| SO | SOUTHERN CO | 97,976 | $9,009 | 0.3% | $35.40 | +137.6% | COM | 842587107 |
| UPS | UNITED PARCEL SERVICE INC | 79,845 | $8,782 | 0.3% | $116.91 | -3.6% | CL B | 911312106 |
| GDX | VANECK ETF TRUST | 191,033 | $8,782 | 0.3% | $28.94 | — | GOLD MINERS ETF | 92189F106 |
| SYK | STRYKER CORPORATION | 22,262 | $8,287 | 0.3% | $217.67 | +73.2% | COM | 863667101 |
| SBUX | STARBUCKS CORP | 83,752 | $8,215 | 0.3% | $54.98 | +83.7% | COM | 855244109 |
| IVW | ISHARES TR | 88,298 | $8,197 | 0.2% | $76.08 | — | S&P 500 GRWT ETF | 464287309 |
| IJK | ISHARES TR | 92,747 | $7,724 | 0.2% | $82.71 | — | S&P MC 400GR ETF | 464287606 |
| AMGN | AMGEN INC | 24,336 | $7,582 | 0.2% | $186.77 | +53.8% | COM | 031162100 |
| ZTS | ZOETIS INC | 45,819 | $7,544 | 0.2% | $46.01 | +257.6% | CL A | 98978V103 |
| IWD | ISHARES TR | 39,855 | $7,499 | 0.2% | $101.02 | — | RUS 1000 VAL ETF | 464287598 |
| HON | HONEYWELL INTL INC | 34,738 | $7,356 | 0.2% | $131.58 | +50.8% | COM | 438516106 |
| IJJ | ISHARES TR | 60,755 | $7,274 | 0.2% | $106.86 | — | S&P MC 400VL ETF | 464287705 |
| QQQ | INVESCO QQQ TR | 15,422 | $7,232 | 0.2% | $334.83 | — | UNIT SER 1 | 46090E103 |
| ABBV | ABBVIE INC | 34,043 | $7,133 | 0.2% | $64.42 | +194.0% | COM | 00287Y109 |
| VEA | VANGUARD TAX-MANAGED FDS | 139,552 | $7,093 | 0.2% | $41.98 | — | VAN FTSE DEV MKT | 921943858 |
| GLD | SPDR GOLD TR | 24,058 | $6,932 | 0.2% | $151.98 | — | GOLD SHS | 78463V107 |
| USB | US BANCORP DEL | 161,854 | $6,833 | 0.2% | $29.13 | +51.7% | COM NEW | 902973304 |
| IJR | ISHARES TR | 63,363 | $6,626 | 0.2% | $83.55 | — | CORE S&P SCP ETF | 464287804 |
| BMY | BRISTOL-MYERS SQUIBB CO | 108,052 | $6,590 | 0.2% | $41.21 | +34.6% | COM | 110122108 |
| NFLX | NETFLIX INC | 7,034 | $6,559 | 0.2% | $69.93 | +36.0% | COM | 64110L106 |
| CL | COLGATE PALMOLIVE CO | 69,408 | $6,504 | 0.2% | $48.56 | +80.9% | COM | 194162103 |
| TXN | TEXAS INSTRS INC | 33,048 | $5,939 | 0.2% | $118.06 | +54.3% | COM | 882508104 |
| SCHO | SCHWAB STRATEGIC TR | 242,289 | $5,897 | 0.2% | $36.68 | — | SHT TM US TRES | 808524862 |
| VZ | VERIZON COMMUNICATIONS INC | 128,642 | $5,835 | 0.2% | $31.97 | +23.8% | COM | 92343V104 |
| DIS | DISNEY WALT CO | 58,961 | $5,819 | 0.2% | $73.41 | +44.8% | COM | 254687106 |
| TFC | TRUIST FINL CORP | 138,165 | $5,685 | 0.2% | $40.67 | +5.0% | COM | 89832Q109 |
| EOG | EOG RES INC | 44,110 | $5,657 | 0.2% | $67.61 | +85.1% | COM | 26875P101 |
| IBB | ISHARES TR | 43,082 | $5,510 | 0.2% | $132.17 | — | ISHARES BIOTECH | 464287556 |
| PRU | PRUDENTIAL FINL INC | 48,445 | $5,410 | 0.2% | $52.73 | +106.7% | COM | 744320102 |
| VOT | VANGUARD INDEX FDS | 21,964 | $5,373 | 0.2% | $200.87 | — | MCAP GR IDXVIP | 922908538 |
| VOE | VANGUARD INDEX FDS | 33,253 | $5,338 | 0.2% | $132.75 | — | MCAP VL IDXVIP | 922908512 |
| VBK | VANGUARD INDEX FDS | 19,829 | $4,992 | 0.2% | $225.69 | — | SML CP GRW ETF | 922908595 |
| PFE | PFIZER INC | 195,644 | $4,958 | 0.2% | $26.24 | -5.8% | COM | 717081103 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 9,269 | $4,945 | 0.2% | $276.93 | — | UTSER1 S&PDCRP | 78467Y107 |
| ADI | ANALOG DEVICES INC | 24,438 | $4,928 | 0.2% | $122.24 | +74.2% | COM | 032654105 |
| ITW | ILLINOIS TOOL WKS INC | 19,314 | $4,790 | 0.1% | $96.68 | +159.3% | COM | 452308109 |
| V | VISA INC | 13,588 | $4,762 | 0.1% | $147.13 | +128.6% | COM CL A | 92826C839 |
| VWO | VANGUARD INTL EQUITY INDEX F | 105,026 | $4,753 | 0.1% | $40.64 | — | FTSE EMR MKT ETF | 922042858 |
| XLE | SELECT SECTOR SPDR TR | 50,179 | $4,689 | 0.1% | $57.38 | — | ENERGY | 81369Y506 |
| TMUS | T-MOBILE US INC | 17,203 | $4,588 | 0.1% | $243.03 | 0.0% | COM | 872590104 |
| TJX | TJX COS INC NEW | 35,276 | $4,297 | 0.1% | $63.43 | +89.3% | COM | 872540109 |
| XLP | SELECT SECTOR SPDR TR | 52,211 | $4,264 | 0.1% | $45.84 | — | SBI CONS STPLS | 81369Y308 |
| IWF | ISHARES TR | 11,549 | $4,170 | 0.1% | $193.45 | — | RUS 1000 GRW ETF | 464287614 |
| EMR | EMERSON ELEC CO | 37,683 | $4,132 | 0.1% | $42.99 | +176.3% | COM | 291011104 |
| CVS | CVS HEALTH CORP | 60,265 | $4,083 | 0.1% | $55.47 | +4.5% | COM | 126650100 |
| IBM | INTERNATIONAL BUSINESS MACHS | 16,007 | $3,980 | 0.1% | $116.91 | +104.8% | COM | 459200101 |
| VRTX | VERTEX PHARMACEUTICALS INC | 8,163 | $3,958 | 0.1% | $219.77 | +112.0% | COM | 92532F100 |
| XLY | SELECT SECTOR SPDR TR | 19,646 | $3,879 | 0.1% | $89.21 | — | SBI CONS DISCR | 81369Y407 |
| WFC | WELLS FARGO CO NEW | 52,656 | $3,780 | 0.1% | $33.97 | +117.0% | COM | 949746101 |
| BA | BOEING CO | 21,940 | $3,742 | 0.1% | $103.21 | +67.7% | COM | 097023105 |
| VBR | VANGUARD INDEX FDS | 19,925 | $3,712 | 0.1% | $160.55 | — | SM CP VAL ETF | 922908611 |
| VGT | VANGUARD WORLD FD | 6,662 | $3,613 | 0.1% | $123.52 | — | INF TECH ETF | 92204A702 |
| XLV | SELECT SECTOR SPDR TR | 24,610 | $3,593 | 0.1% | $99.32 | — | SBI HEALTHCARE | 81369Y209 |
| XLF | SELECT SECTOR SPDR TR | 64,622 | $3,219 | 0.1% | $24.48 | — | FINANCIAL | 81369Y605 |
| NKE | NIKE INC | 50,262 | $3,191 | 0.1% | $119.81 | -39.9% | CL B | 654106103 |
| XLU | SELECT SECTOR SPDR TR | 39,521 | $3,116 | 0.1% | $52.18 | — | SBI INT-UTILS | 81369Y886 |
| FIS | FIDELITY NATL INFORMATION SV | 41,161 | $3,074 | 0.1% | $108.83 | -32.4% | COM | 31620M106 |
| — | ISHARES TR | 115,179 | $2,897 | 0.1% | $25.84 | — | IBONDS DEC25 ETF | 46434VBD1 |
| DOC | HEALTHPEAK PROPERTIES INC | 141,880 | $2,869 | 0.1% | $23.91 | -20.3% | COM | 42250P103 |
| IJT | ISHARES TR | 21,884 | $2,725 | 0.1% | $125.05 | — | S&P SML 600 GWT | 464287887 |
| IBDR | ISHARES TR | 111,979 | $2,711 | 0.1% | $25.33 | — | IBONDS DEC2026 | 46435GAA0 |
| SNDR | SCHNEIDER NATIONAL INC | 115,055 | $2,629 | 0.1% | $21.68 | +25.0% | CL B | 80689H102 |
| OKE | ONEOK INC NEW | 26,260 | $2,606 | 0.1% | $37.04 | +156.4% | COM | 682680103 |
| XLI | SELECT SECTOR SPDR TR | 19,811 | $2,597 | 0.1% | $63.07 | — | INDL | 81369Y704 |
| COF | CAPITAL ONE FINL CORP | 14,151 | $2,537 | 0.1% | $51.36 | +263.7% | COM | 14040H105 |
| MO | ALTRIA GROUP INC | 41,567 | $2,495 | 0.1% | $22.40 | +127.8% | COM | 02209S103 |
| IJS | ISHARES TR | 25,398 | $2,476 | 0.1% | $100.16 | — | SP SMCP600VL ETF | 464287879 |
| WEC | WEC ENERGY GROUP INC | 22,429 | $2,444 | 0.1% | $66.22 | +49.8% | COM | 92939U106 |
| IWM | ISHARES TR | 12,233 | $2,440 | 0.1% | $133.28 | — | RUSSELL 2000 ETF | 464287655 |
| IBDS | ISHARES TR | 99,326 | $2,402 | 0.1% | $25.31 | — | IBONDS 27 ETF | 46435UAA9 |
| WDS | WOODSIDE ENERGY GROUP LTD | 165,382 | $2,396 | 0.1% | $20.87 | — | SPONSORED ADR | 980228308 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 3 | $2,395 | 0.1% | $314742.44 | +131.7% | CL A | 084670108 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 49,124 | $2,378 | 0.1% | $49.80 | +8.8% | COM | 595017104 |
| ADP | AUTOMATIC DATA PROCESSING IN | 7,602 | $2,323 | 0.1% | $110.21 | +168.0% | COM | 053015103 |
| IBDT | ISHARES TR | 90,863 | $2,295 | 0.1% | $26.49 | — | IBDS DEC28 ETF | 46435U515 |
| COP | CONOCOPHILLIPS | 21,834 | $2,293 | 0.1% | $41.36 | +134.0% | COM | 20825C104 |
| — | AMCOR PLC | 236,260 | $2,292 | 0.1% | $8.59 | +12.3% | ORD | G0250X107 |
| NTRS | NORTHERN TR CORP | 23,193 | $2,288 | 0.1% | $51.42 | +101.2% | COM | 665859104 |
| TROW | PRICE T ROWE GROUP INC | 24,864 | $2,284 | 0.1% | $53.12 | +89.4% | COM | 74144T108 |
| DOW | DOW INC | 63,060 | $2,202 | 0.1% | $38.67 | -7.0% | COM | 260557103 |
| EFA | ISHARES TR | 26,672 | $2,180 | 0.1% | $60.54 | — | MSCI EAFE ETF | 464287465 |
| ITOT | ISHARES TR | 17,746 | $2,165 | 0.1% | $69.90 | — | CORE S&P TTL STK | 464287150 |
| T | AT&T INC | 76,536 | $2,164 | 0.1% | $13.68 | +78.0% | COM | 00206R102 |
| BHP | BHP GROUP LTD | 41,578 | $2,018 | 0.1% | $53.44 | — | SPONSORED ADS | 088606108 |
| VLTO | VERALTO CORP | 20,640 | $2,011 | 0.1% | $74.07 | +34.2% | COM SHS | 92338C103 |
| WY | WEYERHAEUSER CO MTN BE | 67,955 | $1,990 | 0.1% | $19.74 | +46.2% | COM NEW | 962166104 |
| IWB | ISHARES TR | 6,144 | $1,885 | 0.1% | $181.62 | — | RUS 1000 ETF | 464287622 |
| INTC | INTEL CORP | 82,169 | $1,866 | 0.1% | $35.98 | -39.2% | COM | 458140100 |
| AXP | AMERICAN EXPRESS CO | 6,926 | $1,863 | 0.1% | $90.78 | +222.2% | COM | 025816109 |
| SLV | ISHARES SILVER TR | 59,407 | $1,841 | 0.1% | $19.77 | — | ISHARES | 46428Q109 |
| XLC | SELECT SECTOR SPDR TR | 18,424 | $1,777 | 0.1% | $49.08 | — | COMMUNICATION | 81369Y852 |
| ODFL | OLD DOMINION FREIGHT LINE IN | 10,670 | $1,765 | 0.1% | $167.03 | +8.1% | COM | 679580100 |
| — | ISHARES TR | 74,475 | $1,740 | 0.1% | $23.26 | — | IBONDS 25 TRM TS | 46436E866 |
| IBTG | ISHARES TR | 75,864 | $1,740 | 0.1% | $22.73 | — | IBONDS 26 TRM TS | 46436E858 |
| IBDV | ISHARES TR | 79,936 | $1,736 | 0.1% | $22.10 | — | IBONDS DEC 2030 | 46436E726 |
| IBDU | ISHARES TR | 74,764 | $1,729 | 0.1% | $23.79 | — | IBONDS DEC 29 | 46436E205 |
| GIS | GENERAL MLS INC | 28,308 | $1,693 | 0.1% | $38.03 | +52.4% | COM | 370334104 |
| COST | COSTCO WHSL CORP NEW | 1,765 | $1,669 | 0.1% | $354.58 | +173.7% | COM | 22160K105 |
| TSLA | TESLA INC | 6,407 | $1,660 | 0.1% | $283.57 | +17.5% | COM | 88160R101 |
| SLB | SCHLUMBERGER LTD | 37,688 | $1,575 | 0.0% | $37.26 | +7.1% | COM STK | 806857108 |
| IBTH | ISHARES TR | 69,719 | $1,563 | 0.0% | $22.15 | — | IBONDS 27 TRM TS | 46436E841 |
| RHHBY | ROCHE HLDGS AG BASEL | 37,995 | $1,559 | 0.0% | $46.71 | — | SPONSORED ADR | 771195104 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 13,474 | $1,525 | 0.0% | $82.61 | +28.2% | COM | 98956P102 |
| HUBB | HUBBELL INC | 4,430 | $1,466 | 0.0% | $164.41 | +132.7% | COM | 443510607 |
| WPC | WP CAREY INC | 22,007 | $1,389 | 0.0% | $63.72 | — | COM | 92936U109 |
| ED | CONSOLIDATED EDISON INC | 12,266 | $1,356 | 0.0% | $46.50 | +104.8% | COM | 209115104 |
| ADBE | ADOBE INC | 3,442 | $1,320 | 0.0% | $142.74 | +200.4% | COM | 00724F101 |
| IBTI | ISHARES TR | 59,290 | $1,319 | 0.0% | $21.83 | — | IBONDS 28 TRM TS | 46436E833 |
| MMM | 3M CO | 8,693 | $1,277 | 0.0% | $79.63 | +81.6% | COM | 88579Y101 |
| GS | GOLDMAN SACHS GROUP INC | 2,211 | $1,208 | 0.0% | $204.45 | +188.9% | COM | 38141G104 |
| IBTJ | ISHARES TR | 55,043 | $1,198 | 0.0% | $21.41 | — | IBONDS 29 TRM TS | 46436E825 |
| CSX | CSX CORP | 40,384 | $1,189 | 0.0% | $25.52 | +22.6% | COM | 126408103 |
| BMO | BANK MONTREAL QUE | 12,320 | $1,177 | 0.0% | $66.68 | +44.5% | COM | 063671101 |
| EPD | ENTERPRISE PRODS PARTNERS L | 32,345 | $1,104 | 0.0% | $36.31 | — | COM | 293792107 |
| DVY | ISHARES TR | 8,135 | $1,092 | 0.0% | $100.57 | — | SELECT DIVID ETF | 464287168 |
| XLRE | SELECT SECTOR SPDR TR | 24,835 | $1,039 | 0.0% | $42.25 | — | RL EST SEL SEC | 81369Y860 |
| PLXS | PLEXUS CORP | 7,893 | $1,011 | 0.0% | $66.81 | +110.4% | COM | 729132100 |
| DRI | DARDEN RESTAURANTS INC | 4,828 | $1,003 | 0.0% | $49.71 | +279.5% | COM | 237194105 |
| PH | PARKER-HANNIFIN CORP | 1,616 | $982 | 0.0% | $270.62 | +139.7% | COM | 701094104 |
| ORCL | ORACLE CORP | 7,003 | $979 | 0.0% | $54.22 | +198.0% | COM | 68389X105 |
| GE | GE AEROSPACE | 4,784 | $958 | 0.0% | $112.57 | +73.9% | COM NEW | 369604301 |
| AME | AMETEK INC | 5,415 | $932 | 0.0% | $117.19 | +54.1% | COM | 031100100 |
| NVS | NOVARTIS AG | 8,325 | $928 | 0.0% | $73.36 | — | SPONSORED ADR | 66987V109 |
| IBDX | ISHARES TR | 37,050 | $926 | 0.0% | $24.76 | — | IBONDS DEC 2032 | 46436E312 |
| IBDW | ISHARES TR | 44,249 | $918 | 0.0% | $20.47 | — | IBONDS DEC 2031 | 46436E486 |
| AVGO | BROADCOM INC | 5,363 | $898 | 0.0% | $155.44 | +35.0% | COM | 11135F101 |
| XBI | SPDR SER TR | 10,728 | $870 | 0.0% | $77.85 | — | S&P BIOTECH | 78464A870 |
| FTV | FORTIVE CORP | 11,878 | $869 | 0.0% | $41.72 | +40.2% | COM | 34959J108 |
| IBDY | ISHARES TR | 33,900 | $866 | 0.0% | $25.38 | — | IBONDS DEC 2033 | 46436E130 |
| IBTK | ISHARES TR | 43,583 | $857 | 0.0% | $19.54 | — | IBOND DEC 2030 | 46436E593 |
| AFL | AFLAC INC | 7,704 | $857 | 0.0% | $39.18 | +165.6% | COM | 001055102 |
| NIC | NICOLET BANKSHARES INC | 7,775 | $847 | 0.0% | $65.55 | +69.9% | COM | 65406E102 |
| XLB | SELECT SECTOR SPDR TR | 9,499 | $817 | 0.0% | $59.78 | — | SBI MATERIALS | 81369Y100 |
| BP | BP PLC | 22,866 | $773 | 0.0% | $36.19 | — | SPONSORED ADR | 055622104 |
| WELL | WELLTOWER INC | 4,703 | $721 | 0.0% | $59.22 | +136.9% | COM | 95040Q104 |
| TRV | TRAVELERS COMPANIES INC | 2,695 | $713 | 0.0% | $125.69 | +95.3% | COM | 89417E109 |
| IWP | ISHARES TR | 5,791 | $680 | 0.0% | $113.38 | — | RUS MD CP GR ETF | 464287481 |
| TREX | TREX CO INC | 11,569 | $672 | 0.0% | $69.27 | -6.2% | COM | 89531P105 |
| LNT | ALLIANT ENERGY CORP | 10,342 | $666 | 0.0% | $38.90 | +53.1% | COM | 018802108 |
| RSP | INVESCO EXCHANGE TRADED FD T | 3,779 | $655 | 0.0% | $173.23 | — | S&P500 EQL WGT | 46137V357 |
| SCHG | SCHWAB STRATEGIC TR | 26,063 | $653 | 0.0% | $42.84 | — | US LCAP GR ETF | 808524300 |
| BNDX | VANGUARD CHARLOTTE FDS | 12,836 | $627 | 0.0% | $48.79 | — | TOTAL INT BD ETF | 92203J407 |
| TGT | TARGET CORP | 5,962 | $622 | 0.0% | $177.51 | -32.3% | COM | 87612E106 |
| SCHX | SCHWAB STRATEGIC TR | 27,503 | $607 | 0.0% | $33.90 | — | US LRG CAP ETF | 808524201 |
| KMI | KINDER MORGAN INC DEL | 21,028 | $600 | 0.0% | $16.12 | +65.7% | COM | 49456B101 |
| O | REALTY INCOME CORP | 10,252 | $595 | 0.0% | $30.50 | +72.4% | COM | 756109104 |
| USMV | ISHARES TR | 6,175 | $578 | 0.0% | $66.04 | — | MSCI USA MIN VOL | 46429B697 |
| DE | DEERE & CO | 1,225 | $575 | 0.0% | $275.31 | +67.6% | COM | 244199105 |
| EFG | ISHARES TR | 5,721 | $572 | 0.0% | $89.34 | — | EAFE GRWTH ETF | 464288885 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 7,942 | $572 | 0.0% | $63.33 | — | SHS | 315948109 |
| DJP | BARCLAYS BANK PLC | 16,057 | $567 | 0.0% | $27.15 | — | DJUBS CMDT ETN36 | 06738C778 |
| DUK | DUKE ENERGY CORP NEW | 4,555 | $556 | 0.0% | $71.54 | +54.5% | COM NEW | 26441C204 |
| MPC | MARATHON PETE CORP | 3,708 | $540 | 0.0% | $67.48 | +115.1% | COM | 56585A102 |
| LMT | LOCKHEED MARTIN CORP | 1,198 | $535 | 0.0% | $322.15 | +39.2% | COM | 539830109 |
| CB | CHUBB LIMITED | 1,734 | $524 | 0.0% | $157.34 | +75.6% | COM | H1467J104 |
| LHX | L3HARRIS TECHNOLOGIES INC | 2,413 | $505 | 0.0% | $195.44 | +5.4% | COM | 502431109 |
| PAYX | PAYCHEX INC | 2,978 | $459 | 0.0% | $67.79 | +111.2% | COM | 704326107 |
| VTEB | VANGUARD MUN BD FDS | 9,233 | $458 | 0.0% | $49.62 | — | TAX EXEMPT BD | 922907746 |
| DLN | WISDOMTREE TR | 5,756 | $457 | 0.0% | $65.67 | — | US LARGECAP DIVD | 97717W307 |
| NSRGY | NESTLE S A | 4,502 | $455 | 0.0% | $78.32 | — | SPONSORED ADR | 641069406 |
| ACN | ACCENTURE PLC IRELAND | 1,392 | $434 | 0.0% | $224.72 | +55.5% | SHS CLASS A | G1151C101 |
| SCHK | SCHWAB STRATEGIC TR | 15,838 | $426 | 0.0% | $36.19 | — | 1000 INDEX ETF | 808524722 |
| CTAS | CINTAS CORP | 2,060 | $423 | 0.0% | $170.76 | +15.8% | COM | 172908105 |
| ESGD | ISHARES TR | 5,159 | $421 | 0.0% | $78.39 | — | ESG AW MSCI EAFE | 46435G516 |
| GWW | GRAINGER W W INC | 415 | $410 | 0.0% | $420.89 | +143.7% | COM | 384802104 |
| IBTL | ISHARES TR | 19,965 | $406 | 0.0% | $20.00 | — | IBONDS DEC 2031 | 46436E460 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2,307 | $398 | 0.0% | $66.34 | +144.3% | COM | 45866F104 |
| ICLN | ISHARES TR | 34,458 | $394 | 0.0% | $22.70 | — | GL CLEAN ENE ETF | 464288224 |
| IYW | ISHARES TR | 2,794 | $392 | 0.0% | $102.10 | — | U.S. TECH ETF | 464287721 |
| QUAL | ISHARES TR | 2,256 | $386 | 0.0% | $170.89 | — | MSCI USA QLT FCT | 46432F339 |
| PSBQ | PSB HLDGS INC WIS | 14,958 | $384 | 0.0% | $22.26 | +16.6% | COM | 69360N108 |
| IWR | ISHARES TR | 4,483 | $381 | 0.0% | $83.86 | — | RUS MID CAP ETF | 464287499 |
| HSY | HERSHEY CO | 2,226 | $381 | 0.0% | $137.23 | +16.0% | COM | 427866108 |
| CSL | CARLISLE COS INC | 1,107 | $377 | 0.0% | $285.95 | +23.7% | COM | 142339100 |
| KLAC | KLA CORP | 547 | $372 | 0.0% | $337.92 | +111.6% | COM NEW | 482480100 |
| MS | MORGAN STANLEY | 3,097 | $361 | 0.0% | $79.34 | +58.7% | COM NEW | 617446448 |
| SCHV | SCHWAB STRATEGIC TR | 13,446 | $357 | 0.0% | $41.15 | — | US LCAP VA ETF | 808524409 |
| GLW | CORNING INC | 7,725 | $354 | 0.0% | $18.65 | +160.3% | COM | 219350105 |
| VCR | VANGUARD WORLD FD | 1,071 | $349 | 0.0% | $191.65 | — | CONSUM DIS ETF | 92204A108 |
| VHT | VANGUARD WORLD FD | 1,292 | $342 | 0.0% | $181.78 | — | HEALTH CAR ETF | 92204A504 |
| FAST | FASTENAL CO | 4,398 | $341 | 0.0% | $25.20 | +46.2% | COM | 311900104 |
| ROK | ROCKWELL AUTOMATION INC | 1,314 | $340 | 0.0% | $259.39 | +5.8% | COM | 773903109 |
| CNP | CENTERPOINT ENERGY INC | 9,253 | $335 | 0.0% | $26.28 | +24.9% | COM | 15189T107 |
| BEN | FRANKLIN RESOURCES INC | 17,343 | $334 | 0.0% | $28.45 | -33.5% | COM | 354613101 |
| KHC | KRAFT HEINZ CO | 10,953 | $333 | 0.0% | $40.82 | -30.6% | COM | 500754106 |
| SRE | SEMPRA | 4,600 | $328 | 0.0% | $62.90 | +20.1% | COM | 816851109 |
| AEP | AMERICAN ELEC PWR CO INC | 2,928 | $320 | 0.0% | $74.34 | +32.4% | COM | 025537101 |
| GEV | GE VERNOVA INC | 1,048 | $320 | 0.0% | $173.00 | +101.2% | COM | 36828A101 |
| RLI | RLI CORP | 3,975 | $319 | 0.0% | $73.10 | 0.0% | COM | 749607107 |
| PFF | ISHARES TR | 10,357 | $318 | 0.0% | $36.89 | — | PFD AND INCM SEC | 464288687 |
| ECL | ECOLAB INC | 1,244 | $315 | 0.0% | $179.31 | +39.2% | COM | 278865100 |
| ENB | ENBRIDGE INC | 7,066 | $313 | 0.0% | $29.71 | +39.3% | COM | 29250N105 |
| MGEE | MGE ENERGY INC | 3,360 | $312 | 0.0% | $53.58 | +66.6% | COM | 55277P104 |
| AMAT | APPLIED MATLS INC | 2,144 | $311 | 0.0% | $128.57 | +29.6% | COM | 038222105 |
| HRL | HORMEL FOODS CORP | 10,000 | $309 | 0.0% | $44.42 | -35.3% | COM | 440452100 |
| RRX | REGAL REXNORD CORPORATION | 2,655 | $302 | 0.0% | $73.58 | +88.8% | COM | 758750103 |
| BX | BLACKSTONE INC | 2,140 | $299 | 0.0% | $98.74 | +60.2% | COM | 09260D107 |
| SLYV | SPDR SER TR | 3,707 | $291 | 0.0% | $86.82 | — | S&P 600 SMCP VAL | 78464A300 |
| AGG | ISHARES TR | 2,897 | $287 | 0.0% | $98.92 | — | CORE US AGGBD ET | 464287226 |
| HST | HOST HOTELS & RESORTS INC | 20,143 | $286 | 0.0% | $11.44 | +33.9% | COM | 44107P104 |
| C | CITIGROUP INC | 4,031 | $286 | 0.0% | $42.24 | +76.4% | COM NEW | 172967424 |
| AGM/A | FED AGRI MTG CORP | 2,000 | $286 | 0.0% | $16.67 | +756.9% | CL A | 313148108 |
| ADM | ARCHER DANIELS MIDLAND CO | 5,938 | $285 | 0.0% | $55.64 | -15.9% | COM | 039483102 |
| BKNG | BOOKING HOLDINGS INC | 61 | $281 | 0.0% | $3654.84 | +29.9% | COM | 09857L108 |
| PYPL | PAYPAL HLDGS INC | 4,289 | $280 | 0.0% | $170.39 | -54.4% | COM | 70450Y103 |
| CWST | CASELLA WASTE SYS INC | 2,482 | $277 | 0.0% | $106.18 | +3.1% | CL A | 147448104 |
| VXF | VANGUARD INDEX FDS | 1,584 | $273 | 0.0% | $152.48 | — | EXTEND MKT ETF | 922908652 |
| GD | GENERAL DYNAMICS CORP | 976 | $266 | 0.0% | $223.06 | +14.7% | COM | 369550108 |
| QCOM | QUALCOMM INC | 1,644 | $253 | 0.0% | $133.42 | +19.7% | COM | 747525103 |
| FOUR | SHIFT4 PMTS INC | 3,084 | $252 | 0.0% | $68.74 | +49.9% | CL A | 82452J109 |
| INTU | INTUIT | 408 | $251 | 0.0% | $554.83 | +7.7% | COM | 461202103 |
| TDG | TRANSDIGM GROUP INC | 175 | $242 | 0.0% | $1247.54 | 0.0% | COM | 893641100 |
| MORN | MORNINGSTAR INC | 782 | $234 | 0.0% | $311.15 | +1.2% | COM | 617700109 |
| MSTR | MICROSTRATEGY INC | 805 | $232 | 0.0% | $137.79 | +130.4% | CL A NEW | 594972408 |
| PCTY | PAYLOCITY HLDG CORP | 1,207 | $226 | 0.0% | $154.15 | +29.6% | COM | 70438V106 |
| NTR | NUTRIEN LTD | 4,535 | $225 | 0.0% | $52.70 | -4.9% | COM | 67077M108 |
| SPYG | SPDR SER TR | 2,761 | $222 | 0.0% | $80.37 | — | PRTFLO S&P500 GW | 78464A409 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 1,904 | $222 | 0.0% | $99.73 | +6.0% | COM | 681116109 |
| MRSH | MARSH & MCLENNAN COS INC | 896 | $219 | 0.0% | $223.35 | 0.0% | COM | 571748102 |
| VLO | VALERO ENERGY CORP | 1,655 | $219 | 0.0% | $129.37 | 0.0% | COM | 91913Y100 |
| OSK | OSHKOSH CORP | 2,315 | $218 | 0.0% | $113.78 | -13.6% | COM | 688239201 |
| LIN | LINDE PLC | 464 | $216 | 0.0% | $444.55 | 0.0% | SHS | G54950103 |
| PGR | PROGRESSIVE CORP | 755 | $214 | 0.0% | $245.29 | 0.0% | COM | 743315103 |
| POOL | POOL CORP | 669 | $213 | 0.0% | $338.74 | -1.4% | COM | 73278L105 |
| RBC | RBC BEARINGS INC | 653 | $210 | 0.0% | $226.85 | +48.7% | COM | 75524B104 |
| VV | VANGUARD INDEX FDS | 813 | $209 | 0.0% | $108.16 | — | LARGE CAP ETF | 922908637 |
| IBDZ | ISHARES TR | 8,075 | $208 | 0.0% | $25.79 | — | IBONDS DEC 2034 | 46438G653 |
| KAI | KADANT INC | 616 | $208 | 0.0% | $224.53 | +61.1% | COM | 48282T104 |
| BF/B | BROWN FORMAN CORP | 6,065 | $206 | 0.0% | $53.51 | -38.8% | CL B | 115637209 |
| PANW | PALO ALTO NETWORKS INC | 1,184 | $202 | 0.0% | $188.91 | -2.1% | COM | 697435105 |
| IWS | ISHARES TR | 1,600 | $202 | 0.0% | $132.25 | — | RUS MDCP VAL ETF | 464287473 |
| SCHF | SCHWAB STRATEGIC TR | 10,024 | $198 | 0.0% | $19.78 | — | INTL EQTY ETF | 808524805 |
| KGC | KINROSS GOLD CORP | 12,781 | $161 | 0.0% | $11.22 | 0.0% | COM | 496902404 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 17,298 | $156 | 0.0% | $11.09 | -6.4% | COM | 12510Q100 |
| MTW | MANITOWOC CO INC | 17,842 | $153 | 0.0% | $37.84 | -74.2% | COM NEW | 563571405 |
| IAG | IAMGOLD CORP | 22,686 | $142 | 0.0% | $5.91 | 0.0% | COM | 450913108 |
| CERT | CERTARA INC | 10,169 | $101 | 0.0% | $12.15 | 0.0% | COM | 15687V109 |
| WCUI | WELLNESS CTR USA INC | 12,500 | $0 | 0.0% | $0.04 | -99.4% | COM | 94973A103 |