River Wealth Advisors LLC Diversified Active

Location: Camp Hill, PA

CIK: 0001642570 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value: $855M (100.0% shares, 0.0% debt)

Holdings (203)

AAPL APPLE INC 5.5%
Value $47.36M Shares 186,012 Est. Cost $98.79 Unrealized +128.3%
MSFT MICROSOFT CORP 5.0%
Value $42.43M Shares 81,911 Est. Cost $165.57 Unrealized +207.2%
NVDA NVIDIA CORPORATION 4.8%
Value $40.9M Shares 219,203 Est. Cost $96.24 Unrealized +81.1%
IWR ISHARES TR 4.6%
Value $39.74M Shares 411,559 Est. Cost $65.63 Unrealized
IVV ISHARES TR 4.0%
Value $34.62M Shares 51,730 Est. Cost $378.82 Unrealized
GOOGL ALPHABET INC 3.1%
Value $26.87M Shares 110,520 Est. Cost $119.63 Unrealized +74.9%
SMLF ISHARES TR 3.0%
Value $25.53M Shares 343,369 Est. Cost $68.22 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 2.9%
Value $24.79M Shares 336,990 Est. Cost $68.24 Unrealized
JPM JPMORGAN CHASE & CO. 2.5%
Value $21.33M Shares 67,634 Est. Cost $86.17 Unrealized +243.4%
CWB SPDR SERIES TRUST 2.5%
Value $21.19M Shares 234,148 Est. Cost $59.97 Unrealized
IWM ISHARES TR 2.5%
Value $20.98M Shares 86,690 Est. Cost $173.83 Unrealized
AMZN AMAZON COM INC 2.1%
Value $18.19M Shares 82,863 Est. Cost $134.36 Unrealized +68.5%
VEU VANGUARD INTL EQUITY INDEX F 2.1%
Value $17.66M Shares 247,484 Est. Cost $47.90 Unrealized
V VISA INC 2.1%
Value $17.54M Shares 51,371 Est. Cost $136.10 Unrealized +153.6%
TMUS T-MOBILE US INC 1.8%
Value $15.39M Shares 64,300 Est. Cost $185.87 Unrealized +29.3%
ACN ACCENTURE PLC IRELAND 1.7%
Value $14.77M Shares 59,895 Est. Cost $239.55 Unrealized +8.8%
COR CENCORA INC 1.6%
Value $13.41M Shares 42,905 Est. Cost $145.90 Unrealized +101.2%
ETN EATON CORP PLC 1.5%
Value $12.4M Shares 33,144 Est. Cost $110.49 Unrealized +228.8%
BAC BANK AMERICA CORP 1.4%
Value $12.18M Shares 236,097 Est. Cost $24.96 Unrealized +93.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.3%
Value $11.13M Shares 43,090 Est. Cost $172.36 Unrealized +37.3%
ORCL ORACLE CORP 1.2%
Value $10.06M Shares 35,782 Est. Cost $47.21 Unrealized +438.4%
CB CHUBB LIMITED 1.1%
Value $9.657M Shares 34,214 Est. Cost $191.82 Unrealized +43.5%
TJX TJX COS INC NEW 1.1%
Value $9.648M Shares 66,750 Est. Cost $70.64 Unrealized +87.3%
LLY ELI LILLY & CO 1.1%
Value $9.397M Shares 12,316 Est. Cost $720.09 Unrealized +3.1%
IEMG ISHARES INC 1.1%
Value $9.291M Shares 140,949 Est. Cost $55.82 Unrealized
BLK BLACKROCK INC 1.0%
Value $8.4M Shares 7,205 Est. Cost $989.69 Unrealized +12.0%
CRM SALESFORCE INC 0.9%
Value $7.787M Shares 32,857 Est. Cost $298.46 Unrealized -15.8%
LRCX LAM RESEARCH CORP 0.9%
Value $7.729M Shares 57,724 Est. Cost $74.98 Unrealized +40.7%
PEP PEPSICO INC 0.8%
Value $7.27M Shares 51,765 Est. Cost $106.97 Unrealized +31.3%
SYK STRYKER CORPORATION 0.8%
Value $7.263M Shares 19,647 Est. Cost $104.62 Unrealized +267.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value $7.106M Shares 181,317 Est. Cost $55.02 Unrealized -18.2%
MRK MERCK & CO INC 0.8%
Value $6.876M Shares 81,924 Est. Cost $85.65 Unrealized -5.4%
NOW SERVICENOW INC 0.8%
Value $6.835M Shares 7,427 Est. Cost $188.32 Unrealized -0.8%
COST COSTCO WHSL CORP NEW 0.8%
Value $6.746M Shares 7,288 Est. Cost $552.63 Unrealized +73.1%
TT TRANE TECHNOLOGIES PLC 0.8%
Value $6.441M Shares 15,264 Est. Cost $95.99 Unrealized +344.4%
MA MASTERCARD INCORPORATED 0.7%
Value $6.355M Shares 11,172 Est. Cost $130.21 Unrealized +340.4%
WM WASTE MGMT INC DEL 0.7%
Value $6.043M Shares 27,365 Est. Cost $168.71 Unrealized +32.6%
DE DEERE & CO 0.7%
Value $5.909M Shares 12,923 Est. Cost $333.44 Unrealized +46.8%
SLQD ISHARES TR 0.7%
Value $5.886M Shares 115,798 Est. Cost $50.65 Unrealized
WMT WALMART INC 0.7%
Value $5.731M Shares 55,611 Est. Cost $94.43 Unrealized +5.1%
CSL CARLISLE COS INC 0.7%
Value $5.586M Shares 16,982 Est. Cost $118.56 Unrealized +219.1%
CEG CONSTELLATION ENERGY CORP 0.6%
Value $5.433M Shares 16,510 Est. Cost $264.03 Unrealized +22.0%
CVX CHEVRON CORP NEW 0.6%
Value $5.365M Shares 34,546 Est. Cost $86.05 Unrealized +77.0%
GOOG ALPHABET INC 0.6%
Value $5.124M Shares 21,040 Est. Cost $109.45 Unrealized +91.8%
TTEK TETRA TECH INC NEW 0.6%
Value $4.971M Shares 148,907 Est. Cost $40.88 Unrealized -11.1%
TRGP TARGA RES CORP 0.5%
Value $4.599M Shares 27,451 Est. Cost $87.14 Unrealized +89.5%
TEL TE CONNECTIVITY PLC 0.5%
Value $4.314M Shares 19,651 Est. Cost $146.90 Unrealized +36.2%
IJH ISHARES TR 0.5%
Value $4.309M Shares 66,032 Est. Cost $82.46 Unrealized
COF CAPITAL ONE FINL CORP 0.5%
Value $4.161M Shares 19,576 Est. Cost $101.55 Unrealized +114.5%
APD AIR PRODS & CHEMS INC 0.5%
Value $4.114M Shares 15,083 Est. Cost $134.36 Unrealized +112.5%
QQQ INVESCO QQQ TR 0.5%
Value $3.947M Shares 6,575 Est. Cost $216.92 Unrealized
AMGN AMGEN INC 0.4%
Value $3.82M Shares 13,536 Est. Cost $144.22 Unrealized +98.7%
IJJ ISHARES TR 0.4%
Value $3.808M Shares 29,356 Est. Cost $108.92 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $3.776M Shares 33,491 Est. Cost $88.10 Unrealized +24.5%
PHM PULTE GROUP INC 0.4%
Value $3.741M Shares 28,311 Est. Cost $19.45 Unrealized +536.3%
RTX RTX CORPORATION 0.4%
Value $3.506M Shares 20,953 Est. Cost $58.31 Unrealized +164.6%
ABBV ABBVIE INC 0.4%
Value $3.501M Shares 15,120 Est. Cost $77.11 Unrealized +161.9%
VXF VANGUARD INDEX FDS 0.4%
Value $3.473M Shares 16,592 Est. Cost $130.69 Unrealized
FCX FREEPORT-MCMORAN INC 0.4%
Value $3.299M Shares 84,118 Est. Cost $38.92 Unrealized +11.0%
LOW LOWES COS INC 0.4%
Value $3.191M Shares 12,698 Est. Cost $97.09 Unrealized +151.5%
PH PARKER-HANNIFIN CORP 0.4%
Value $3.175M Shares 4,187 Est. Cost $108.18 Unrealized +579.5%
CCJ CAMECO CORP 0.4%
Value $3.174M Shares 37,847 Est. Cost $54.60 Unrealized +41.8%
DLR DIGITAL RLTY TR INC 0.4%
Value $3.019M Shares 17,461 Est. Cost $158.06 Unrealized +6.7%
HD HOME DEPOT INC 0.4%
Value $2.998M Shares 7,400 Est. Cost $153.41 Unrealized +153.7%
CAT CATERPILLAR INC 0.3%
Value $2.974M Shares 6,232 Est. Cost $143.19 Unrealized +197.1%
META META PLATFORMS INC 0.3%
Value $2.909M Shares 3,961 Est. Cost $166.12 Unrealized +347.4%
LIN LINDE PLC 0.3%
Value $2.809M Shares 5,913 Est. Cost $322.30 Unrealized +46.0%
SCHM SCHWAB STRATEGIC TR 0.3%
Value $2.801M Shares 94,502 Est. Cost $34.14 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value $2.667M Shares 4,004 Est. Cost $384.47 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value $2.598M Shares 3,263 Est. Cost $318.84 Unrealized +130.5%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $2.503M Shares 12,418 Est. Cost $111.93 Unrealized +82.3%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.3%
Value $2.382M Shares 121,781 Est. Cost $19.46 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value $2.361M Shares 7,932 Est. Cost $250.71 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value $2.356M Shares 52,879 Est. Cost $19.14 Unrealized +124.8%
PNC PNC FINL SVCS GROUP INC 0.3%
Value $2.346M Shares 11,678 Est. Cost $66.12 Unrealized +196.0%
IWB ISHARES TR 0.3%
Value $2.338M Shares 6,398 Est. Cost $184.41 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $2.28M Shares 12,297 Est. Cost $102.46 Unrealized +65.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value $2.07M Shares 24,808 Est. Cost $75.63 Unrealized +9.4%
PSX PHILLIPS 66 0.2%
Value $2.036M Shares 14,970 Est. Cost $61.18 Unrealized +106.6%
BSCR INVESCO EXCH TRD SLF IDX FD 0.2%
Value $2.033M Shares 103,158 Est. Cost $19.51 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $1.91M Shares 3,939 Est. Cost $310.60 Unrealized +49.6%
VOO VANGUARD INDEX FDS 0.2%
Value $1.901M Shares 3,105 Est. Cost $351.43 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $1.847M Shares 12,020 Est. Cost $106.77 Unrealized +45.1%
EEM ISHARES TR 0.2%
Value $1.827M Shares 34,210 Est. Cost $42.96 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $1.777M Shares 3,704 Est. Cost $394.16 Unrealized
COP CONOCOPHILLIPS 0.2%
Value $1.761M Shares 18,618 Est. Cost $48.38 Unrealized +92.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.697M Shares 3,376 Est. Cost $294.90 Unrealized +64.2%
IJK ISHARES TR 0.2%
Value $1.687M Shares 17,589 Est. Cost $108.78 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value $1.631M Shares 26,109 Est. Cost $66.16 Unrealized -4.2%
DHR DANAHER CORPORATION 0.2%
Value $1.594M Shares 8,042 Est. Cost $40.39 Unrealized +391.1%
DHI D R HORTON INC 0.2%
Value $1.591M Shares 9,391 Est. Cost $74.57 Unrealized +110.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.2%
Value $1.557M Shares 4,818 Est. Cost $160.62 Unrealized +91.8%
HON HONEYWELL INTL INC 0.2%
Value $1.481M Shares 7,034 Est. Cost $113.59 Unrealized +82.3%
BSCS INVESCO EXCH TRD SLF IDX FD 0.2%
Value $1.453M Shares 70,617 Est. Cost $20.21 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value $1.397M Shares 74,281 Est. Cost $18.42 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $1.385M Shares 4,915 Est. Cost $92.13 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $1.355M Shares 2,784 Est. Cost $103.78 Unrealized +414.4%
EFA ISHARES TR 0.2%
Value $1.314M Shares 14,077 Est. Cost $65.55 Unrealized
QCOM QUALCOMM INC 0.1%
Value $1.248M Shares 7,502 Est. Cost $127.57 Unrealized +23.2%
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value $1.245M Shares 74,659 Est. Cost $16.10 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.1%
Value $1.245M Shares 59,623 Est. Cost $20.20 Unrealized
ALLE ALLEGION PLC 0.1%
Value $1.218M Shares 6,865 Est. Cost $72.45 Unrealized +127.9%
BSCU INVESCO EXCH TRD SLF IDX FD 0.1%
Value $1.205M Shares 71,294 Est. Cost $16.41 Unrealized
CSCO CISCO SYS INC 0.1%
Value $1.162M Shares 16,978 Est. Cost $39.92 Unrealized +68.8%
KRNY KEARNY FINL CORP MD 0.1%
Value $1.097M Shares 166,946 Est. Cost $11.33 Unrealized -43.3%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value $1.08M Shares 52,186 Est. Cost $20.66 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.1%
Value $1.064M Shares 49,576 Est. Cost $20.75 Unrealized
MCK MCKESSON CORP 0.1%
Value $1.058M Shares 1,370 Est. Cost $185.34 Unrealized +279.3%
TFC TRUIST FINL CORP 0.1%
Value $1.053M Shares 23,024 Est. Cost $40.40 Unrealized +9.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $1.017M Shares 3,466 Est. Cost $69.90 Unrealized +326.1%
VB VANGUARD INDEX FDS 0.1%
Value $1.011M Shares 3,977 Est. Cost $173.59 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $1.003M Shares 11,232 Est. Cost $31.79 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $983K Shares 2,996 Est. Cost $214.74 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $979K Shares 5,250 Est. Cost $176.02 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $967K Shares 11,538 Est. Cost $39.41 Unrealized +104.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value $961K Shares 3,200 Est. Cost $112.03 Unrealized +146.4%
RY ROYAL BK CDA 0.1%
Value $956K Shares 6,492 Est. Cost $66.37 Unrealized +107.7%
UNILEVER PLC 0.1%
Value $926K Shares 15,617 Est. Cost $44.00 Unrealized
DGRO ISHARES TR 0.1%
Value $899K Shares 13,202 Est. Cost $59.67 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $873K Shares 10,924 Est. Cost $59.72 Unrealized +41.7%
PLD PROLOGIS INC. 0.1%
Value $847K Shares 7,400 Est. Cost $81.97 Unrealized +32.1%
AVGO BROADCOM INC 0.1%
Value $831K Shares 2,519 Est. Cost $200.79 Unrealized +52.3%
IR INGERSOLL RAND INC 0.1%
Value $813K Shares 9,837 Est. Cost $31.60 Unrealized +159.3%
DVY ISHARES TR 0.1%
Value $806K Shares 5,672 Est. Cost $82.98 Unrealized
NFLX NETFLIX INC 0.1%
Value $800K Shares 667 Est. Cost $38.21 Unrealized +219.4%
HSY HERSHEY CO 0.1%
Value $789K Shares 4,216 Est. Cost $182.11 Unrealized -1.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $783K Shares 3,002 Est. Cost $96.71 Unrealized +166.1%
TOL TOLL BROTHERS INC 0.1%
Value $752K Shares 5,445 Est. Cost $29.61 Unrealized +340.8%
GD GENERAL DYNAMICS CORP 0.1%
Value $746K Shares 2,189 Est. Cost $173.08 Unrealized +81.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $718K Shares 11,982 Est. Cost $42.22 Unrealized
CI THE CIGNA GROUP 0.1%
Value $709K Shares 2,461 Est. Cost $329.38 Unrealized -11.0%
ABT ABBOTT LABS 0.1%
Value $706K Shares 5,274 Est. Cost $108.25 Unrealized +20.7%
TSLA TESLA INC 0.1%
Value $700K Shares 1,574 Est. Cost $275.76 Unrealized +25.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $699K Shares 1,173 Est. Cost $367.34 Unrealized
UNP UNION PAC CORP 0.1%
Value $696K Shares 2,947 Est. Cost $167.71 Unrealized +33.1%
EWJ ISHARES INC 0.1%
Value $686K Shares 8,551 Est. Cost $68.56 Unrealized
IJR ISHARES TR 0.1%
Value $661K Shares 5,562 Est. Cost $88.26 Unrealized
DIS DISNEY WALT CO 0.1%
Value $641K Shares 5,600 Est. Cost $110.69 Unrealized +5.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $639K Shares 11,795 Est. Cost $49.38 Unrealized
SCHK SCHWAB STRATEGIC TR 0.1%
Value $627K Shares 19,515 Est. Cost $32.12 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value $616K Shares 2,770 Est. Cost $96.23 Unrealized
MCD MCDONALDS CORP 0.1%
Value $614K Shares 2,019 Est. Cost $181.33 Unrealized +66.2%
SO SOUTHERN CO 0.1%
Value $612K Shares 6,456 Est. Cost $71.79 Unrealized +28.5%
ARW ARROW ELECTRS INC 0.1%
Value $612K Shares 5,055 Est. Cost $61.83 Unrealized +103.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $605K Shares 1,752 Est. Cost $393.61 Unrealized -24.1%
TRV TRAVELERS COMPANIES INC 0.1%
Value $604K Shares 2,164 Est. Cost $111.17 Unrealized +139.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value $599K Shares 4,819 Est. Cost $100.55 Unrealized +26.1%
AVY AVERY DENNISON CORP 0.1%
Value $565K Shares 3,481 Est. Cost $168.26 Unrealized +1.5%
BSCY INVESCO EXCH TRD SLF IDX FD 0.1%
Value $547K Shares 26,012 Est. Cost $20.46 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value $540K Shares 2,213 Est. Cost $128.20 Unrealized
KO COCA COLA CO 0.1%
Value $528K Shares 7,961 Est. Cost $41.20 Unrealized +64.9%
IWF ISHARES TR 0.1%
Value $517K Shares 1,104 Est. Cost $292.55 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $510K Shares 8,547 Est. Cost $33.53 Unrealized +101.7%
MAS MASCO CORP 0.1%
Value $510K Shares 7,239 Est. Cost $34.50 Unrealized +102.6%
FDX FEDEX CORP 0.1%
Value $496K Shares 2,104 Est. Cost $194.85 Unrealized +17.2%
SCHW SCHWAB CHARLES CORP 0.1%
Value $492K Shares 5,148 Est. Cost $66.57 Unrealized +42.0%
VO VANGUARD INDEX FDS 0.1%
Value $478K Shares 1,627 Est. Cost $191.09 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value $476K Shares 2,492 Est. Cost $140.08 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $473K Shares 3,357 Est. Cost $93.93 Unrealized
MTB M & T BK CORP 0.1%
Value $454K Shares 2,298 Est. Cost $97.89 Unrealized +97.9%
MS MORGAN STANLEY 0.1%
Value $451K Shares 2,837 Est. Cost $83.55 Unrealized +75.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $423K Shares 1,367 Est. Cost $121.47 Unrealized +147.1%
SDY SPDR SERIES TRUST 0.0%
Value $406K Shares 2,899 Est. Cost $102.23 Unrealized
IEFA ISHARES TR 0.0%
Value $405K Shares 4,640 Est. Cost $71.71 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $388K Shares 519 Est. Cost $236.87 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $384K Shares 1,990 Est. Cost $166.92 Unrealized +4.5%
AMAT APPLIED MATLS INC 0.0%
Value $380K Shares 1,857 Est. Cost $180.17 Unrealized +0.3%
TROW PRICE T ROWE GROUP INC 0.0%
Value $376K Shares 3,661 Est. Cost $55.99 Unrealized +83.6%
MOG/A MOOG INC 0.0%
Value $374K Shares 1,800 Est. Cost $68.57 Unrealized +180.9%
NEE NEXTERA ENERGY INC 0.0%
Value $368K Shares 4,874 Est. Cost $63.13 Unrealized +14.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value $359K Shares 6,663 Est. Cost $29.97 Unrealized
BRO BROWN & BROWN INC 0.0%
Value $358K Shares 3,819 Est. Cost $46.84 Unrealized +107.5%
TXN TEXAS INSTRS INC 0.0%
Value $341K Shares 1,854 Est. Cost $137.86 Unrealized +40.2%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $330K Shares 8,557 Est. Cost $35.13 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $328K Shares 1,723 Est. Cost $75.50 Unrealized +133.9%
PPG PPG INDS INC 0.0%
Value $324K Shares 3,086 Est. Cost $95.74 Unrealized +14.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value $319K Shares 1,331 Est. Cost $107.89 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $315K Shares 639 Est. Cost $302.41 Unrealized +86.9%
VHT VANGUARD WORLD FD 0.0%
Value $315K Shares 1,213 Est. Cost $190.56 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $315K Shares 4,120 Est. Cost $46.05 Unrealized
SCZ ISHARES TR 0.0%
Value $297K Shares 3,876 Est. Cost $58.74 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $293K Shares 10,486 Est. Cost $27.90 Unrealized
CMI CUMMINS INC 0.0%
Value $281K Shares 666 Est. Cost $248.01 Unrealized +53.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $279K Shares 6,195 Est. Cost $46.72 Unrealized -2.6%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $276K Shares 10,115 Est. Cost $39.66 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value $269K Shares 3,020 Est. Cost $76.06 Unrealized
IWS ISHARES TR 0.0%
Value $260K Shares 1,859 Est. Cost $125.78 Unrealized
AON AON PLC 0.0%
Value $256K Shares 718 Est. Cost $270.72 Unrealized +33.5%
AMP AMERIPRISE FINL INC 0.0%
Value $254K Shares 517 Est. Cost $351.06 Unrealized +45.3%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value $247K Shares 3,688 Est. Cost $60.90 Unrealized
PPL PPL CORP 0.0%
Value $244K Shares 6,559 Est. Cost $31.78 Unrealized +11.5%
IYW ISHARES TR 0.0%
Value $238K Shares 1,217 Est. Cost $173.27 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $230K Shares 461 Est. Cost $459.07 Unrealized -2.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $223K Shares 936 Est. Cost $204.45 Unrealized +20.9%
VOX VANGUARD WORLD FD 0.0%
Value $216K Shares 1,150 Est. Cost $187.73 Unrealized
NUE NUCOR CORP 0.0%
Value $213K Shares 1,574 Est. Cost $56.89 Unrealized +147.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $210K Shares 2,135 Est. Cost $112.70 Unrealized -12.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $210K Shares 686 Est. Cost $271.37 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value $207K Shares 646 Est. Cost $320.04 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $204K Shares 710 Est. Cost $266.78 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value $203K Shares 1,550 Est. Cost $113.54 Unrealized +19.3%
WSO WATSCO INC 0.0%
Value $202K Shares 500 Est. Cost $296.74 Unrealized +44.1%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value $120K Shares 14,688 Est. Cost $8.20 Unrealized