Azimuth Capital Investment Management LLC Diversified Active

CIK: 0001942364 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $2,572,829 (100.0% shares, 0.0% debt)

Holdings (300)

AAPL Apple Computer Inc 4.4%
Value ($000) $113,192 Shares 452,009 Est. Cost $164.64 Unrealized +42.4%
NVIDIA Corp 3.9%
Value ($000) $99,774 Shares 742,971 Est. Cost $131.82 Unrealized
MSFT Microsoft Corp 3.6%
Value ($000) $91,604 Shares 217,329 Est. Cost $279.72 Unrealized +51.0%
Alphabet Inc Cl A 2.3%
Value ($000) $58,065 Shares 306,736 Est. Cost $173.87 Unrealized
LLY Eli Lilly & Co 1.9%
Value ($000) $50,059 Shares 64,843 Est. Cost $475.74 Unrealized +72.6%
AMZN Amazon.com Inc 1.9%
Value ($000) $48,758 Shares 222,244 Est. Cost $137.56 Unrealized +48.7%
Broadcom Inc 1.9%
Value ($000) $47,712 Shares 205,795 Est. Cost $203.92 Unrealized
APH Amphenol Corp Cl A 1.5%
Value ($000) $38,487 Shares 554,172 Est. Cost $52.53 Unrealized +32.0%
Visa Inc Cl A 1.4%
Value ($000) $36,854 Shares 116,611 Est. Cost $220.98 Unrealized
SYK Stryker Corp 1.3%
Value ($000) $34,350 Shares 95,402 Est. Cost $247.28 Unrealized +48.1%
BlackRock, Inc 1.3%
Value ($000) $33,570 Shares 32,748 Est. Cost $949.51 Unrealized
FISV Fiserv Inc 1.3%
Value ($000) $33,298 Shares 162,095 Est. Cost $153.72 Unrealized +32.8%
ServiceNow, Inc 1.3%
Value ($000) $32,405 Shares 30,567 Est. Cost $501.51 Unrealized
BK Bank of NY Mellon 1.2%
Value ($000) $31,794 Shares 413,822 Est. Cost $53.37 Unrealized +41.5%
IntercontinentalExchange 1.2%
Value ($000) $30,008 Shares 201,380 Est. Cost $148.62 Unrealized
PEP Pepsico Inc 1.1%
Value ($000) $27,300 Shares 179,535 Est. Cost $152.42 Unrealized +2.7%
United Health Group 1.1%
Value ($000) $27,249 Shares 53,866 Est. Cost $537.34 Unrealized
Meta Platforms 1.0%
Value ($000) $26,894 Shares 45,933 Est. Cost $212.25 Unrealized
Costco Wholesale 1.0%
Value ($000) $26,248 Shares 28,646 Est. Cost $493.83 Unrealized
JP Morgan Chase & Co 1.0%
Value ($000) $26,202 Shares 109,307 Est. Cost $112.61 Unrealized
Merck & Co Inc 1.0%
Value ($000) $26,125 Shares 262,611 Est. Cost $103.67 Unrealized
WMT Walmart Inc 1.0%
Value ($000) $25,258 Shares 279,558 Est. Cost $51.84 Unrealized +65.5%
RSG Republic Services 1.0%
Value ($000) $24,908 Shares 123,811 Est. Cost $125.31 Unrealized +63.0%
HEI HEICO Corp 0.9%
Value ($000) $23,967 Shares 100,810 Est. Cost $171.90 Unrealized +50.7%
TMUS T--Mobile US Inc 0.9%
Value ($000) $23,391 Shares 105,973 Est. Cost $188.46 Unrealized +18.5%
WFC Wells Fargo & Co 0.9%
Value ($000) $22,306 Shares 317,575 Est. Cost $63.96 Unrealized +4.2%
Intuitive Surgical Inc 0.9%
Value ($000) $22,043 Shares 42,232 Est. Cost $243.64 Unrealized
TYL Tyler Technologies Inc 0.8%
Value ($000) $21,855 Shares 37,901 Est. Cost $401.77 Unrealized +50.4%
SHW Sherwin Williams 0.8%
Value ($000) $21,644 Shares 63,673 Est. Cost $256.73 Unrealized +44.0%
Exxon Mobil Corp 0.8%
Value ($000) $21,485 Shares 199,730 Est. Cost $85.64 Unrealized
WEC Energy Group Inc 0.8%
Value ($000) $21,259 Shares 226,067 Est. Cost $94.58 Unrealized
Axon Enterprise Inc 0.8%
Value ($000) $21,187 Shares 35,649 Est. Cost $175.76 Unrealized
ROST Ross Stores 0.8%
Value ($000) $20,840 Shares 137,769 Est. Cost $105.50 Unrealized +37.6%
MSCI Inc 0.8%
Value ($000) $20,832 Shares 34,720 Est. Cost $552.02 Unrealized
MPWR Monolithic Power Sys Inc 0.8%
Value ($000) $20,351 Shares 34,394 Est. Cost $503.07 Unrealized +42.5%
ADSK Autodesk Inc 0.8%
Value ($000) $20,247 Shares 68,501 Est. Cost $273.92 Unrealized +7.8%
IBM IBM 0.8%
Value ($000) $19,885 Shares 90,458 Est. Cost $117.50 Unrealized +84.1%
Mastercard Inc-A 0.8%
Value ($000) $19,864 Shares 37,723 Est. Cost $322.12 Unrealized
CPAY Corpay Inc 0.7%
Value ($000) $19,189 Shares 56,701 Est. Cost $308.86 Unrealized +13.8%
AbbVie Inc 0.7%
Value ($000) $19,149 Shares 107,759 Est. Cost $157.50 Unrealized
TSM Taiwan Semiconductor 0.7%
Value ($000) $19,086 Shares 96,643 Est. Cost $88.69 Unrealized
CMG Chipotle Mexican Grill 0.7%
Value ($000) $18,813 Shares 311,990 Est. Cost $61.62 Unrealized -2.2%
BAH Booz Allen Hamilton Cl A 0.7%
Value ($000) $18,155 Shares 141,068 Est. Cost $96.20 Unrealized +56.5%
HD Home Depot Inc 0.7%
Value ($000) $17,398 Shares 44,725 Est. Cost $269.16 Unrealized +47.6%
Terreno Realty Corp 0.7%
Value ($000) $17,377 Shares 293,835 Est. Cost $61.29 Unrealized
Workday Inc Cl A 0.7%
Value ($000) $17,340 Shares 67,201 Est. Cost $200.98 Unrealized
BA Boeing Co 0.6%
Value ($000) $16,631 Shares 93,959 Est. Cost $153.77 Unrealized +2.1%
FAST Fastenal Co 0.6%
Value ($000) $15,861 Shares 220,561 Est. Cost $24.63 Unrealized +54.8%
Neurocrine Biosciences 0.6%
Value ($000) $15,740 Shares 115,308 Est. Cost $128.28 Unrealized
GD General Dynamics 0.6%
Value ($000) $15,641 Shares 59,359 Est. Cost $231.74 Unrealized +21.7%
Chubb Ltd 0.6%
Value ($000) $14,437 Shares 52,252 Est. Cost $196.58 Unrealized
Salesforce.com 0.6%
Value ($000) $14,153 Shares 42,333 Est. Cost $183.98 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $14,049 Shares 97,143 Est. Cost $159.93 Unrealized -6.5%
RMD ResMed Inc 0.5%
Value ($000) $13,987 Shares 61,160 Est. Cost $205.55 Unrealized +16.0%
CASY Casey's General Stores 0.5%
Value ($000) $13,862 Shares 34,985 Est. Cost $277.47 Unrealized +44.4%
Netflix Inc 0.5%
Value ($000) $13,752 Shares 15,429 Est. Cost $726.07 Unrealized
PANW Palo Alto Networks 0.5%
Value ($000) $12,911 Shares 70,954 Est. Cost $139.23 Unrealized +35.7%
PG Procter & Gamble Co 0.5%
Value ($000) $12,575 Shares 75,010 Est. Cost $137.29 Unrealized +20.7%
EUFN iShares MSCI EU Financial 0.5%
Value ($000) $12,560 Shares 539,050 Est. Cost $17.29 Unrealized
PFE Pfizer Inc 0.5%
Value ($000) $12,506 Shares 471,375 Est. Cost $42.00 Unrealized -40.2%
RGA Reins Grp of America 0.5%
Value ($000) $12,369 Shares 57,899 Est. Cost $118.21 Unrealized +84.5%
The Trade Desk Inc Cl A 0.5%
Value ($000) $12,319 Shares 104,816 Est. Cost $44.13 Unrealized
SLB Schlumberger Ltd 0.5%
Value ($000) $12,176 Shares 317,584 Est. Cost $40.16 Unrealized +0.9%
MRSH Marsh & McLennan 0.5%
Value ($000) $11,989 Shares 56,441 Est. Cost $155.55 Unrealized +40.0%
Linde PLC F 0.5%
Value ($000) $11,862 Shares 28,332 Est. Cost $355.44 Unrealized
GLOB Globant SA 0.5%
Value ($000) $11,793 Shares 54,999 Est. Cost $178.23 Unrealized +22.4%
CVX Chevron Corp 0.5%
Value ($000) $11,622 Shares 80,241 Est. Cost $142.76 Unrealized +1.9%
DIS Walt Disney Co 0.5%
Value ($000) $11,591 Shares 104,099 Est. Cost $108.19 Unrealized -4.3%
Xylem Inc 0.4%
Value ($000) $11,149 Shares 96,098 Est. Cost $109.90 Unrealized
STT State Street Corp 0.4%
Value ($000) $11,103 Shares 113,120 Est. Cost $71.23 Unrealized +28.1%
INTU Intuit Inc 0.4%
Value ($000) $11,016 Shares 17,528 Est. Cost $414.42 Unrealized +53.2%
UNP Union Pacific Corp 0.4%
Value ($000) $10,958 Shares 48,052 Est. Cost $217.55 Unrealized +5.8%
CRWD CrowdStrike Holdings Inc 0.4%
Value ($000) $10,838 Shares 31,676 Est. Cost $233.65 Unrealized +42.3%
TCEHY Tencent Holdings LTD-UNS ADR 0.4%
Value ($000) $10,810 Shares 201,370 Est. Cost $38.07 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $10,756 Shares 117,879 Est. Cost $80.47 Unrealized +16.7%
VTI Vanguard US Tot Mkt ETF 0.4%
Value ($000) $10,671 Shares 36,821 Est. Cost $194.38 Unrealized
MRVL Marvell Tech Grp Ltd 0.4%
Value ($000) $10,574 Shares 95,732 Est. Cost $92.47 Unrealized 0.0%
Accenture LTD Cl A 0.4%
Value ($000) $10,557 Shares 30,009 Est. Cost $278.94 Unrealized
EEM iShares MSCI Emerging Mkts 0.4%
Value ($000) $10,532 Shares 251,845 Est. Cost $42.31 Unrealized
ADP Automatic Data Proc 0.4%
Value ($000) $10,475 Shares 35,784 Est. Cost $203.14 Unrealized +41.7%
GILD Gilead Sciences Inc 0.4%
Value ($000) $10,310 Shares 111,615 Est. Cost $54.43 Unrealized +59.8%
Constellation Brands Inc Cl A 0.4%
Value ($000) $10,273 Shares 46,486 Est. Cost $232.17 Unrealized
ZTS Zoetis Inc 0.4%
Value ($000) $10,234 Shares 62,813 Est. Cost $163.80 Unrealized +7.7%
Verizon Comm Inc 0.4%
Value ($000) $10,209 Shares 255,289 Est. Cost $46.79 Unrealized
BAM Brookfield Asset Mgmt Cl A 0.4%
Value ($000) $10,162 Shares 187,530 Est. Cost $33.39 Unrealized +56.0%
PNC PNC Financial 0.4%
Value ($000) $10,016 Shares 51,935 Est. Cost $172.16 Unrealized +10.0%
MDLZ Mondelez Int'l Inc 0.4%
Value ($000) $9,800 Shares 164,080 Est. Cost $60.77 Unrealized +4.7%
Duke Energy Corp 0.4%
Value ($000) $9,751 Shares 90,508 Est. Cost $101.48 Unrealized
TXN Texas Instruments 0.4%
Value ($000) $9,623 Shares 51,321 Est. Cost $165.51 Unrealized +16.7%
ROP Roper Industries Inc 0.4%
Value ($000) $9,474 Shares 18,224 Est. Cost $508.51 Unrealized +7.1%
WST West Pharmaceutical Services 0.4%
Value ($000) $9,438 Shares 28,813 Est. Cost $299.16 Unrealized +4.8%
Cisco Systems Inc 0.4%
Value ($000) $9,395 Shares 158,696 Est. Cost $44.20 Unrealized
VEEV Veeva Systems Inc 0.4%
Value ($000) $9,386 Shares 44,644 Est. Cost $193.04 Unrealized +13.9%
MercadoLibre Inc 0.4%
Value ($000) $9,337 Shares 5,491 Est. Cost $1287.29 Unrealized
Penumbra Inc 0.4%
Value ($000) $9,304 Shares 39,177 Est. Cost $200.34 Unrealized
3M Co 0.4%
Value ($000) $9,029 Shares 69,940 Est. Cost $115.00 Unrealized
Techtronic INDS LTD SP ADR 0.3%
Value ($000) $8,993 Shares 136,303 Est. Cost $60.76 Unrealized
Vertex Pharmaceuticals 0.3%
Value ($000) $8,916 Shares 22,141 Est. Cost $286.88 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $8,828 Shares 71,234 Est. Cost $81.88 Unrealized +45.4%
ASML ASML Holdings NV NY Reg Shares 0.3%
Value ($000) $8,472 Shares 12,224 Est. Cost $621.99 Unrealized
MCD McDonald's Corp 0.3%
Value ($000) $8,463 Shares 29,194 Est. Cost $226.36 Unrealized +28.2%
BND Vanguard Total Bond Market ETF 0.3%
Value ($000) $8,388 Shares 116,650 Est. Cost $73.33 Unrealized
SO Southern Co 0.3%
Value ($000) $8,266 Shares 100,415 Est. Cost $65.37 Unrealized +29.3%
Japan Index (ETF) 0.3%
Value ($000) $8,010 Shares 119,375 Est. Cost $55.56 Unrealized
Daiichi Sankyo Co LTD Spon ADR 0.3%
Value ($000) $7,951 Shares 287,135 Est. Cost $33.94 Unrealized
NICE NICE Systems Ltd 0.3%
Value ($000) $7,897 Shares 46,494 Est. Cost $208.07 Unrealized
WisdomTree Europe Hedged Eq Fu 0.3%
Value ($000) $7,862 Shares 179,815 Est. Cost $54.55 Unrealized
AZN AstraZeneca PLC 0.3%
Value ($000) $7,835 Shares 119,575 Est. Cost $70.76 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $7,615 Shares 67,323 Est. Cost $105.95 Unrealized +7.0%
CoStar Group Inc 0.3%
Value ($000) $7,591 Shares 106,041 Est. Cost $75.19 Unrealized
PAYX Paychex Inc 0.3%
Value ($000) $7,520 Shares 53,628 Est. Cost $112.92 Unrealized +21.6%
Kinder Morgan Inc 0.3%
Value ($000) $7,431 Shares 271,190 Est. Cost $17.18 Unrealized
KO Coca-Cola Co 0.3%
Value ($000) $7,310 Shares 117,409 Est. Cost $56.68 Unrealized +11.3%
TEAM Atlassian Corp PLC 0.3%
Value ($000) $7,237 Shares 29,737 Est. Cost $225.01 Unrealized +1.8%
Corteva Inc 0.3%
Value ($000) $7,230 Shares 126,926 Est. Cost $57.32 Unrealized
CME Group Inc 0.3%
Value ($000) $7,204 Shares 31,020 Est. Cost $201.72 Unrealized
MTU Aero Engines AG 0.3%
Value ($000) $7,063 Shares 42,365 Est. Cost $119.57 Unrealized
Medtronic PLC 0.3%
Value ($000) $7,023 Shares 87,920 Est. Cost $81.91 Unrealized
Experian PLC 0.3%
Value ($000) $7,010 Shares 162,479 Est. Cost $34.60 Unrealized
Agilent Technologies 0.3%
Value ($000) $6,974 Shares 51,916 Est. Cost $119.95 Unrealized
Target Corp 0.3%
Value ($000) $6,968 Shares 51,548 Est. Cost $140.12 Unrealized
BAC Bank of America 0.3%
Value ($000) $6,897 Shares 156,927 Est. Cost $32.74 Unrealized +30.8%
Welltower Inc 0.3%
Value ($000) $6,841 Shares 54,280 Est. Cost $85.81 Unrealized
C Citigroup Inc 0.3%
Value ($000) $6,643 Shares 94,373 Est. Cost $65.38 Unrealized 0.0%
IJT iShares S&P Smallcap 600 Growt 0.3%
Value ($000) $6,584 Shares 48,638 Est. Cost $128.43 Unrealized
AMD Advanced Micro Devices 0.3%
Value ($000) $6,476 Shares 53,614 Est. Cost $172.24 Unrealized -16.5%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $6,307 Shares 111,505 Est. Cost $64.97 Unrealized -19.1%
BRK/B Berkshire Hathaway Cl B 0.2%
Value ($000) $6,286 Shares 13,867 Est. Cost $312.84 Unrealized +47.6%
RTX Corp 0.2%
Value ($000) $6,269 Shares 54,175 Est. Cost $95.83 Unrealized
ROK Rockwell Automation 0.2%
Value ($000) $6,237 Shares 21,825 Est. Cost $212.33 Unrealized +30.0%
WY Weyerhaeuser Co 0.2%
Value ($000) $6,172 Shares 219,255 Est. Cost $33.15 Unrealized -9.3%
DBS Group 0.2%
Value ($000) $6,097 Shares 47,565 Est. Cost $88.25 Unrealized
BBY Best Buy Co 0.2%
Value ($000) $5,914 Shares 68,922 Est. Cost $79.74 Unrealized +7.6%
CLX Clorox Co 0.2%
Value ($000) $5,695 Shares 35,065 Est. Cost $128.05 Unrealized +22.9%
Principal Financial Group 0.2%
Value ($000) $5,574 Shares 72,000 Est. Cost $85.54 Unrealized
KMB Kimberly-Clark Corp 0.2%
Value ($000) $5,258 Shares 40,127 Est. Cost $114.77 Unrealized +13.4%
LMT Lockheed Martin 0.2%
Value ($000) $5,228 Shares 10,759 Est. Cost $407.61 Unrealized +29.3%
IDEXX Laboratories Inc 0.2%
Value ($000) $5,125 Shares 12,396 Est. Cost $400.87 Unrealized
ECL Ecolab Inc 0.2%
Value ($000) $5,097 Shares 21,752 Est. Cost $157.38 Unrealized +56.0%
TJX TJX Companies 0.2%
Value ($000) $5,076 Shares 42,019 Est. Cost $57.42 Unrealized +105.0%
IJS iShares S&P Smallcap 600 Value 0.2%
Value ($000) $5,060 Shares 46,586 Est. Cost $96.50 Unrealized
London Stock Exchange 0.2%
Value ($000) $5,039 Shares 142,617 Est. Cost $29.80 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $4,874 Shares 18,699 Est. Cost $224.62 Unrealized +27.3%
AFL Aflac Inc 0.2%
Value ($000) $4,846 Shares 46,845 Est. Cost $54.37 Unrealized +95.8%
EADSY Airbus SE 0.2%
Value ($000) $4,562 Shares 113,864 Est. Cost $38.18 Unrealized
IWF iShares-Russell 1000 Growth 0.2%
Value ($000) $4,560 Shares 11,354 Est. Cost $359.83 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $4,471 Shares 12,325 Est. Cost $204.55 Unrealized +86.6%
CL Colgate-Palmolive Co 0.2%
Value ($000) $4,468 Shares 49,150 Est. Cost $71.82 Unrealized +29.6%
AT&T Inc 0.2%
Value ($000) $4,440 Shares 194,985 Est. Cost $20.12 Unrealized
Check Point Software 0.2%
Value ($000) $4,407 Shares 23,604 Est. Cost $123.51 Unrealized
HDFC Bank Ltd ADR 0.2%
Value ($000) $4,380 Shares 68,595 Est. Cost $59.11 Unrealized
IWD iShares-Russell 1000 Value 0.2%
Value ($000) $4,289 Shares 23,167 Est. Cost $174.47 Unrealized
Invesco S&P 500 Eq Wt ETF 0.2%
Value ($000) $4,255 Shares 24,285 Est. Cost $169.78 Unrealized
EFA iShares MSCI EAFE 0.2%
Value ($000) $4,185 Shares 55,349 Est. Cost $72.42 Unrealized
Lonza Group AG 0.2%
Value ($000) $4,048 Shares 68,460 Est. Cost $59.12 Unrealized
SHEL Shell PLC Fun Spon ADR 0.2%
Value ($000) $3,957 Shares 63,160 Est. Cost $52.39 Unrealized
Icon PLC 0.1%
Value ($000) $3,800 Shares 18,122 Est. Cost $220.64 Unrealized
VXUS Vanguard Total Intl Stk ETF 0.1%
Value ($000) $3,716 Shares 63,050 Est. Cost $53.67 Unrealized
Wal-Mart De Mexico SA Spon ADR 0.1%
Value ($000) $3,651 Shares 138,325 Est. Cost $37.90 Unrealized
APD Air Products & Chem 0.1%
Value ($000) $3,641 Shares 12,552 Est. Cost $221.81 Unrealized +37.1%
Iron Mountain Inc 0.1%
Value ($000) $3,508 Shares 33,370 Est. Cost $50.44 Unrealized
CNI Canadian Nat'l Railway 0.1%
Value ($000) $3,474 Shares 34,226 Est. Cost $108.80 Unrealized -1.8%
AXP American Express 0.1%
Value ($000) $3,404 Shares 11,470 Est. Cost $157.61 Unrealized +79.9%
CCOI Cogent Communications Hldgs In 0.1%
Value ($000) $3,313 Shares 42,985 Est. Cost $49.57 Unrealized +49.6%
DASTY Dassault Systems SA 0.1%
Value ($000) $3,276 Shares 94,437 Est. Cost $36.72 Unrealized
Capgemini 0.1%
Value ($000) $3,237 Shares 98,823 Est. Cost $34.17 Unrealized
Alphabet Inc Cl C 0.1%
Value ($000) $3,236 Shares 16,992 Est. Cost $195.13 Unrealized
UPS United Parcel Service 0.1%
Value ($000) $3,177 Shares 25,193 Est. Cost $150.41 Unrealized -18.7%
Public Storage REIT 0.1%
Value ($000) $3,027 Shares 10,109 Est. Cost $286.84 Unrealized
HSY Hershey Co 0.1%
Value ($000) $3,025 Shares 17,860 Est. Cost $187.19 Unrealized -7.6%
DOW Dow Inc 0.1%
Value ($000) $2,999 Shares 74,740 Est. Cost $51.79 Unrealized -17.1%
HON Honeywell Int'l Inc 0.1%
Value ($000) $2,861 Shares 12,665 Est. Cost $166.16 Unrealized +22.5%
O Realty Income Corp 0.1%
Value ($000) $2,794 Shares 52,310 Est. Cost $54.10 Unrealized +0.8%
Travelers Company Inc 0.1%
Value ($000) $2,699 Shares 11,204 Est. Cost $169.35 Unrealized
Oracle Corp 0.1%
Value ($000) $2,646 Shares 15,880 Est. Cost $69.88 Unrealized
GNTX Gentex Corp 0.1%
Value ($000) $2,520 Shares 87,700 Est. Cost $29.10 Unrealized +2.8%
NSRGY Nestle SA ADR 0.1%
Value ($000) $2,181 Shares 26,394 Est. Cost $116.33 Unrealized
IWM iShares-Russell 2000 0.1%
Value ($000) $2,122 Shares 9,603 Est. Cost $171.78 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $2,066 Shares 12,703 Est. Cost $105.05 Unrealized +70.6%
IJH iShares S&P MidCap 400 0.1%
Value ($000) $2,060 Shares 33,060 Est. Cost $94.95 Unrealized
1/100 Berkshire CLA 100=1 BRK 0.1%
Value ($000) $2,043 Shares 300 Est. Cost $4090.00 Unrealized
NDSN Nordson Corporation 0.1%
Value ($000) $2,020 Shares 9,653 Est. Cost $209.90 Unrealized +15.6%
INTC Intel Corp 0.1%
Value ($000) $1,915 Shares 95,505 Est. Cost $40.62 Unrealized -44.5%
PNW Pinnacle West Cap Corp 0.1%
Value ($000) $1,888 Shares 22,275 Est. Cost $63.81 Unrealized +33.2%
BP BP PLC ADR 0.1%
Value ($000) $1,812 Shares 61,308 Est. Cost $28.35 Unrealized
NEOG Neogen Corp 0.1%
Value ($000) $1,784 Shares 146,932 Est. Cost $18.90 Unrealized -26.0%
MSI Motorola Solutions 0.1%
Value ($000) $1,690 Shares 3,657 Est. Cost $208.80 Unrealized +124.4%
TMO Thermo Fisher Sci Inc 0.1%
Value ($000) $1,656 Shares 3,184 Est. Cost $562.13 Unrealized -2.6%
NextEra Energy 0.1%
Value ($000) $1,655 Shares 23,080 Est. Cost $77.02 Unrealized
F Ford Motor Co 0.1%
Value ($000) $1,631 Shares 164,721 Est. Cost $10.56 Unrealized -6.5%
QCOM Qualcomm Inc 0.1%
Value ($000) $1,592 Shares 10,365 Est. Cost $126.61 Unrealized +26.0%
TTC The Toro Co 0.1%
Value ($000) $1,512 Shares 18,880 Est. Cost $87.39 Unrealized -4.1%
CMA Comerica Inc 0.1%
Value ($000) $1,496 Shares 24,187 Est. Cost $62.60 Unrealized -1.4%
DE Deere & Co 0.1%
Value ($000) $1,464 Shares 3,456 Est. Cost $339.68 Unrealized +21.9%
ConocoPhillips 0.1%
Value ($000) $1,435 Shares 14,468 Est. Cost $89.81 Unrealized
Cardinal Health 0.1%
Value ($000) $1,428 Shares 12,078 Est. Cost $55.29 Unrealized
Blackstone Group Inc 0.1%
Value ($000) $1,345 Shares 7,802 Est. Cost $92.67 Unrealized
ABNB Airbnb Inc Cl A 0.1%
Value ($000) $1,314 Shares 10,000 Est. Cost $138.06 Unrealized -2.4%
Eaton Corp PLC 0.0%
Value ($000) $1,232 Shares 3,713 Est. Cost $130.00 Unrealized
GE GE Aerospace 0.0%
Value ($000) $1,221 Shares 7,322 Est. Cost $48.06 Unrealized +268.6%
DTE DTE Energy Co 0.0%
Value ($000) $1,129 Shares 9,350 Est. Cost $115.00 Unrealized +3.0%
SYY Sysco Corp 0.0%
Value ($000) $1,112 Shares 14,550 Est. Cost $75.73 Unrealized -2.4%
PGR Progressive Corp 0.0%
Value ($000) $1,085 Shares 4,530 Est. Cost $103.34 Unrealized +124.5%
SPDR S&P 500 Growth 0.0%
Value ($000) $1,048 Shares 11,925 Est. Cost $87.90 Unrealized
Adobe Systems Inc 0.0%
Value ($000) $1,021 Shares 2,297 Est. Cost $395.44 Unrealized
LOW Lowe's Companies 0.0%
Value ($000) $1,005 Shares 4,071 Est. Cost $184.57 Unrealized +41.7%
IVE iShares S&P 500 Val 0.0%
Value ($000) $985 Shares 5,160 Est. Cost $137.48 Unrealized
GVI Intermediate Gov/Credit ETF 0.0%
Value ($000) $957 Shares 9,186 Est. Cost $104.78 Unrealized
Palantir Tech Inc-A 0.0%
Value ($000) $953 Shares 12,600 Est. Cost $22.47 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $942 Shares 19,024 Est. Cost $38.67 Unrealized
GWW Grainger W.W. Inc 0.0%
Value ($000) $928 Shares 880 Est. Cost $510.87 Unrealized +118.5%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $898 Shares 1,666 Est. Cost $405.13 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $889 Shares 3,506 Est. Cost $183.59 Unrealized +40.2%
Goldman Sachs Grp 0.0%
Value ($000) $889 Shares 1,552 Est. Cost $304.89 Unrealized
GMED Globus Medical Inc 0.0%
Value ($000) $851 Shares 10,295 Est. Cost $59.09 Unrealized +33.5%
ALL Allstate Corp 0.0%
Value ($000) $848 Shares 4,400 Est. Cost $119.30 Unrealized +59.1%
IWB iShares-Russell 1000 0.0%
Value ($000) $844 Shares 2,619 Est. Cost $223.54 Unrealized
DuPont de Nemours Inc 0.0%
Value ($000) $838 Shares 10,992 Est. Cost $55.56 Unrealized
PayPal Holdings Inc 0.0%
Value ($000) $804 Shares 9,415 Est. Cost $72.71 Unrealized
IVW iShares S&P 500 Growth 0.0%
Value ($000) $798 Shares 7,864 Est. Cost $58.63 Unrealized
Dominion Energy Inc 0.0%
Value ($000) $778 Shares 14,441 Est. Cost $72.61 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $777 Shares 11,652 Est. Cost $55.95 Unrealized +18.9%
RPM RPM Int'l Inc 0.0%
Value ($000) $775 Shares 6,300 Est. Cost $86.81 Unrealized +51.9%
ADI Analog Devices 0.0%
Value ($000) $754 Shares 3,547 Est. Cost $153.77 Unrealized +41.0%
FedEx Corp 0.0%
Value ($000) $751 Shares 2,668 Est. Cost $225.06 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $726 Shares 5,280 Est. Cost $89.71 Unrealized +56.9%
HBAN Huntington Bancshares 0.0%
Value ($000) $688 Shares 42,269 Est. Cost $11.20 Unrealized +40.2%
PPG PPG Industries Inc 0.0%
Value ($000) $661 Shares 5,531 Est. Cost $115.64 Unrealized +5.1%
YUM Yum! Brands Inc 0.0%
Value ($000) $655 Shares 4,880 Est. Cost $108.39 Unrealized +22.0%
GE Vernova Inc 0.0%
Value ($000) $645 Shares 1,960 Est. Cost $171.51 Unrealized
SNA Snap-On Inc 0.0%
Value ($000) $641 Shares 1,888 Est. Cost $198.60 Unrealized +64.9%
FTNT Fortinet 0.0%
Value ($000) $615 Shares 6,510 Est. Cost $60.39 Unrealized +47.3%
Enbridge Inc 0.0%
Value ($000) $611 Shares 14,404 Est. Cost $41.75 Unrealized
SPDR S&P 500 ETF Trust 0.0%
Value ($000) $607 Shares 1,036 Est. Cost $404.30 Unrealized
Tesla Inc 0.0%
Value ($000) $598 Shares 1,482 Est. Cost $256.49 Unrealized
PM Philip Morris Int'l 0.0%
Value ($000) $581 Shares 4,825 Est. Cost $85.35 Unrealized +41.3%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $571 Shares 3,973 Est. Cost $113.31 Unrealized +25.3%
IVV iShares Trust S&P 500 0.0%
Value ($000) $569 Shares 966 Est. Cost $387.85 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $568 Shares 3,035 Est. Cost $160.04 Unrealized +24.5%
GPC Genuine Parts Co 0.0%
Value ($000) $562 Shares 4,816 Est. Cost $120.31 Unrealized -0.1%
PH Parker Hannifin Corp 0.0%
Value ($000) $544 Shares 855 Est. Cost $295.42 Unrealized +121.8%
VFC VF Corp 0.0%
Value ($000) $513 Shares 23,910 Est. Cost $31.47 Unrealized -35.3%
SHY 1-3yr Treasury Bond ETF 0.0%
Value ($000) $510 Shares 6,225 Est. Cost $82.47 Unrealized
DT Midstream Inc 0.0%
Value ($000) $509 Shares 5,116 Est. Cost $59.13 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $507 Shares 2,207 Est. Cost $236.06 Unrealized +3.3%
Marathon Petroleum Corp 0.0%
Value ($000) $485 Shares 3,475 Est. Cost $82.14 Unrealized
Altria Group Inc 0.0%
Value ($000) $484 Shares 9,250 Est. Cost $43.23 Unrealized
Carrier Global Corp 0.0%
Value ($000) $480 Shares 7,034 Est. Cost $35.95 Unrealized
Vanguard Intermediate-Term Cor 0.0%
Value ($000) $471 Shares 5,865 Est. Cost $80.00 Unrealized
SPDR Gold Trust 0.0%
Value ($000) $462 Shares 1,909 Est. Cost $177.53 Unrealized
Exelon Corp 0.0%
Value ($000) $452 Shares 12,000 Est. Cost $43.38 Unrealized
S&P Global Inc 0.0%
Value ($000) $436 Shares 875 Est. Cost $330.40 Unrealized
MBWM Mercantile Bank Corp 0.0%
Value ($000) $409 Shares 9,189 Est. Cost $28.27 Unrealized +58.3%
ProShares S&P 500 Div Aristocr 0.0%
Value ($000) $404 Shares 4,056 Est. Cost $89.71 Unrealized
DCI Donaldson Co Inc 0.0%
Value ($000) $391 Shares 5,800 Est. Cost $49.47 Unrealized +46.0%
ED Consolidated Edison 0.0%
Value ($000) $388 Shares 4,352 Est. Cost $84.06 Unrealized +12.8%
Intercontinental Hotels ADR 0.0%
Value ($000) $375 Shares 3,000 Est. Cost $70.45 Unrealized
MKC McCormick & Co 0.0%
Value ($000) $374 Shares 4,910 Est. Cost $82.81 Unrealized -8.1%
GIS General Mills Inc 0.0%
Value ($000) $372 Shares 5,829 Est. Cost $61.74 Unrealized +3.8%
Valero Energy Corp 0.0%
Value ($000) $371 Shares 3,030 Est. Cost $106.28 Unrealized
Comcast Corp Cl A 0.0%
Value ($000) $371 Shares 9,889 Est. Cost $39.03 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $369 Shares 715 Est. Cost $379.45 Unrealized +48.5%
Waste Management Inc 0.0%
Value ($000) $363 Shares 1,800 Est. Cost $173.16 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $361 Shares 6,295 Est. Cost $60.94 Unrealized +8.9%
Flutter Entertainment 0.0%
Value ($000) $352 Shares 1,363 Est. Cost $193.58 Unrealized
Pentair Plc 0.0%
Value ($000) $343 Shares 3,409 Est. Cost $41.41 Unrealized
ESS Essex Property Trust Inc 0.0%
Value ($000) $343 Shares 1,200 Est. Cost $262.47 Unrealized +7.5%
GLW Corning Inc 0.0%
Value ($000) $328 Shares 6,900 Est. Cost $31.21 Unrealized +48.5%
PFF iShares S&P PFD Stock Fund 0.0%
Value ($000) $316 Shares 10,050 Est. Cost $32.88 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $305 Shares 8,200 Est. Cost $50.31 Unrealized -11.3%
STERIS Plc 0.0%
Value ($000) $304 Shares 1,480 Est. Cost $207.37 Unrealized
Private Bancorp of Amer 0.0%
Value ($000) $300 Shares 5,200 Est. Cost $45.00 Unrealized
SPDR Index Dvlpd Wrld Ex-US ET 0.0%
Value ($000) $300 Shares 8,791 Est. Cost $37.52 Unrealized
Shyft Group Inc. 0.0%
Value ($000) $299 Shares 25,500 Est. Cost $14.97 Unrealized
Shopify Inc Cl A 0.0%
Value ($000) $296 Shares 2,785 Est. Cost $80.14 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $295 Shares 3,675 Est. Cost $75.01 Unrealized +17.4%
BSX Boston Scientific Co 0.0%
Value ($000) $288 Shares 3,225 Est. Cost $53.38 Unrealized +64.9%
DAL Delta Air Lines Inc 0.0%
Value ($000) $279 Shares 4,612 Est. Cost $36.96 Unrealized +57.8%
BDX Becton Dickinson 0.0%
Value ($000) $277 Shares 1,223 Est. Cost $236.04 Unrealized -4.6%
KHC Kraft Heinz Co 0.0%
Value ($000) $277 Shares 9,013 Est. Cost $33.44 Unrealized -8.3%
Cameco Corp 0.0%
Value ($000) $269 Shares 5,230 Est. Cost $49.20 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $268 Shares 3,619 Est. Cost $56.12 Unrealized +31.5%
IJR iShares S&P Smallcap 600 0.0%
Value ($000) $267 Shares 2,319 Est. Cost $98.26 Unrealized
EXPD Expeditors Int'l of WA 0.0%
Value ($000) $260 Shares 2,350 Est. Cost $98.81 Unrealized +18.8%
Garmin Ltd 0.0%
Value ($000) $256 Shares 1,243 Est. Cost $98.25 Unrealized
Otis Worldwide Corp 0.0%
Value ($000) $249 Shares 2,685 Est. Cost $70.75 Unrealized
BAX Baxter Int'l Inc 0.0%
Value ($000) $248 Shares 8,500 Est. Cost $65.71 Unrealized -49.9%
SPDR S&P 600 Small Cap Value E 0.0%
Value ($000) $244 Shares 2,800 Est. Cost $73.19 Unrealized
GlaxoSmithKline ADR 0.0%
Value ($000) $239 Shares 7,060 Est. Cost $37.71 Unrealized
Constellation Energy Corp 0.0%
Value ($000) $236 Shares 1,054 Est. Cost $184.85 Unrealized
DVY iShares DJ Select DVD Index 0.0%
Value ($000) $231 Shares 1,763 Est. Cost $119.35 Unrealized
PSX Phillips 66 0.0%
Value ($000) $221 Shares 1,937 Est. Cost $91.59 Unrealized +33.2%
USIG iShares Broad USD Inv Grade C 0.0%
Value ($000) $213 Shares 4,240 Est. Cost $49.69 Unrealized
Unilever PLC Spons ADR 0.0%
Value ($000) $212 Shares 3,735 Est. Cost $54.99 Unrealized
General Motors 0.0%
Value ($000) $211 Shares 3,954 Est. Cost $53.27 Unrealized
NKE Nike Inc 0.0%
Value ($000) $202 Shares 2,670 Est. Cost $108.70 Unrealized -29.6%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $114 Shares 12,200 Est. Cost $37.57 Unrealized
Esperion Therapeutics 0.0%
Value ($000) $48 Shares 22,000 Est. Cost $2.99 Unrealized
WLBMF Wallbridge Mining Co Ltd 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.22 Unrealized -79.1%
Invesco Van Kampen Muni.Op.Tr 0.0%
Value ($000) $0 Shares 43,613 Est. Cost Unrealized