Filling information for GIRARD PARTNERS LTD. as Treemap, investor disclosed 252 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
872540109 | 872540109 | TJX COS INC NEW COM | Stock | 874812 | 10317 | |
30303M102 | 30303M102 | META PLATFORMS INC CL A | Stock | 13152390 | 45830 | |
464288877 | 464288877 | ISHARES MSCI EAFE VALUE ETF | ETF | 3326632 | 67973 | |
032654105 | 032654105 | ANALOG DEVICES INC COM | Stock | 1969816 | 10111 | |
532457108 | 532457108 | LILLY ELI CO COM | Stock | 950153 | 2026 | |
053611109 | 053611109 | AVERY DENNISON CORP COM | Stock | 687831 | 4003 | |
46120E602 | 46120E602 | INTUITIVE SURGICAL INC COM NEW | Stock | 2713635 | 7936 | |
78464A821 | 78464A821 | SPDR SP 400 MID CAP GROWTH ETF | ETF | 847655 | 11830 | |
31428X106 | 31428X106 | FEDEX CORP COM | Stock | 5642556 | 22761 | |
45168D104 | 45168D104 | IDEXX LABS INC COM | Stock | 1428342 | 2844 | |
052769106 | 052769106 | AUTODESK INC COM | Stock | 1722406 | 8418 | |
74340W103 | 74340W103 | PROLOGIS INC COM | REIT | 1421009 | 11587 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC CL B | Stock | 1724517 | 9620 | |
46432F396 | 46432F396 | ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 307869 | 2134 | |
452327109 | 452327109 | ILLUMINA INC COM | Stock | 306421 | 1634 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW COM | Stock | 12067040 | 22413 | |
030420103 | 030420103 | AMERICAN WTR WKS CO INC NEW COM | Stock | 221025 | 1548 | |
46625H100 | 46625H100 | JPMORGAN CHASE CO COM | Stock | 11257972 | 77406 | |
464287622 | 464287622 | ISHARES RUSSELL 1000 ETF | ETF | 548171 | 2249 | |
464288273 | 464288273 | ISHARES MSCI EAFE SMALLCAP ETF | ETF | 1333223 | 22604 | |
922475108 | 922475108 | VEEVA SYS INC CL A COM | Stock | 2510775 | 12698 | |
110122108 | 110122108 | BRISTOL MYERS SQUIBB CO COM | Stock | 2043198 | 31949 | |
61174X109 | 61174X109 | MONSTER BEVERAGE CORP NEW COM | Stock | 2701364 | 47029 | |
717081103 | 717081103 | PFIZER INC COM | Stock | 2202184 | 60037 | |
887399103 | 887399103 | TIMKENSTEEL CORPORATION COM | Stock | 215700 | 10000 | |
369604301 | 369604301 | GENERAL ELECTRIC CO COM NEW | Stock | 266056 | 2422 | |
81369Y506 | 81369Y506 | ENERGY SELECT SECTOR SPDR FUND | ETF | 22025872 | 271354 | |
09260D107 | 09260D107 | BLACKSTONE INC COM | Stock | 2025958 | 21791 | |
75886F107 | 75886F107 | REGENERON PHARMACEUTICALS COM | Stock | 7506228 | 10446 | |
69351T106 | 69351T106 | PPL CORP COM | Stock | 550051 | 20788 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP COM | Stock | 261907 | 1155 | |
911363109 | 911363109 | UNITED RENTALS INC COM | Stock | 2887837 | 6484 | |
064058100 | 064058100 | BANK NEW YORK MELLON CORP COM | Stock | 205993 | 4626 | |
73278L105 | 73278L105 | POOL CORP COM | Stock | 4380955 | 11693 | |
824348106 | 824348106 | SHERWIN WILLIAMS CO COM | Stock | 9637180 | 36295 | |
G02602103 | G02602103 | AMDOCS LTD SHS | Stock | 1454044 | 14709 | |
037833100 | 037833100 | APPLE INC COM | Stock | 69595633 | 358795 | |
29444U700 | 29444U700 | EQUINIX INC COM | REIT | 2567507 | 3275 | |
11135F101 | 11135F101 | BROADCOM INC COM | Stock | 1001492 | 1154 | |
92203J407 | 92203J407 | VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 1966105 | 40223 | |
097023105 | 097023105 | BOEING CO COM | Stock | 803758 | 3806 | |
78467J100 | 78467J100 | SSC TECHNOLOGIES HLDGS INC COM | Stock | 4873744 | 80424 | |
46434V613 | 46434V613 | ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 17594156 | 386939 | |
617446448 | 617446448 | MORGAN STANLEY COM NEW | Stock | 240203 | 2812 | |
922908611 | 922908611 | VANGUARD SMALL CAP VALUE ETF | ETF | 1276198 | 7715 | |
235851102 | 235851102 | DANAHER CORPORATION COM | Stock | 213360 | 889 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED COM | Stock | 3325946 | 6801 | |
75513E101 | 75513E101 | RTX CORPORATION COM | Stock | 522799 | 5336 | |
579780206 | 579780206 | MCCORMICK CO INC COM NON VTG | Stock | 232816 | 2669 | |
438516106 | 438516106 | HONEYWELL INTL INC COM | Stock | 7766556 | 37429 | |
G7997R103 | G7997R103 | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | 203980 | 3296 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW COM | REIT | 10496511 | 54122 | |
494368103 | 494368103 | KIMBERLY CLARK CORP COM | Stock | 203901 | 1476 | |
14149Y108 | 14149Y108 | CARDINAL HEALTH INC COM | Stock | 227251 | 2403 | |
922908363 | 922908363 | VANGUARD S P 500 ETF | ETF | 525391 | 1290 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW COM NEW | Stock | 428239 | 4772 | |
172062101 | 172062101 | CINCINNATI FINL CORP COM | Stock | 1225064 | 12588 | |
311900104 | 311900104 | FASTENAL CO COM | Stock | 1351166 | 22905 | |
25434V203 | 25434V203 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 481733 | 17633 | |
988498101 | 988498101 | YUM BRANDS INC COM | Stock | 232393 | 1677 | |
893641100 | 893641100 | TRANSDIGM GROUP INC COM | Stock | 3631524 | 4061 | |
808524797 | 808524797 | SCHWAB US DIVIDEND EQUITY ETF | ETF | 300283 | 4135 | |
464287226 | 464287226 | ISHARES CORE US AGGREGATE BOND ETF | ETF | 220874 | 2254 | |
83088M102 | 83088M102 | SKYWORKS SOLUTIONS INC COM | Stock | 7415791 | 66996 | |
46090E103 | 46090E103 | INVESCO QQQ TRUST SERIES I | ETF | 672754 | 1821 | |
670346105 | 670346105 | NUCOR CORP COM | Stock | 227604 | 1388 | |
78464A201 | 78464A201 | SPDR SP 600 SMALL CAP GROWTH ETF | ETF | 866102 | 11253 | |
464288885 | 464288885 | ISHARES MSCI EAFE GROWTH ETF | ETF | 854583 | 8956 | |
26614N102 | 26614N102 | DUPONT DE NEMOURS INC COM | Stock | 209887 | 2937 | |
25746U109 | 25746U109 | DOMINION ENERGY INC COM | Stock | 239480 | 4624 | |
516544103 | 516544103 | LANTHEUS HLDGS INC COM | Stock | 1254352 | 14947 | |
10948C107 | 10948C107 | BRIGHTVIEW HLDGS INC COM | Stock | 582621 | 81145 | |
922908769 | 922908769 | VANGUARD TOTAL STOCK MARKET ETF | ETF | 5091260 | 23112 | |
931142103 | 931142103 | WALMART INC COM | Stock | 3131094 | 19920 | |
922908512 | 922908512 | VANGUARD MIDCAP VALUE ETF | ETF | 1805938 | 13050 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC COM | Stock | 14461331 | 194896 | |
81369Y605 | 81369Y605 | FINANCIAL SELECT SECTOR SPDR FUND | ETF | 263719 | 7823 | |
58933Y105 | 58933Y105 | MERCK CO INC COM | Stock | 5292300 | 45864 | |
46432F842 | 46432F842 | ISHARES CORE MSCI EAFE ETF | ETF | 629640 | 9328 | |
254687106 | 254687106 | DISNEY WALT CO COM | Stock | 6070207 | 67990 | |
09247X101 | 09247X101 | BLACKROCK INC COM | Stock | 16200984 | 23440 | |
863667101 | 863667101 | STRYKER CORPORATION COM | Stock | 1047232 | 3432 | |
H84989104 | H84989104 | TE CONNECTIVITY LTD SHS | Stock | 6445271 | 45985 | |
921943858 | 921943858 | VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 475103 | 10288 | |
78462F103 | 78462F103 | SPDR SP 500 ETF TRUST | ETF | 1796806 | 4053 | |
67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC COM | Stock | 717430 | 751 | |
502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC COM | Stock | 4738105 | 24202 | |
548661107 | 548661107 | LOWES COS INC COM | Stock | 1957098 | 8671 | |
002824100 | 002824100 | ABBOTT LABS COM | Stock | 8167981 | 74921 | |
G54950103 | G54950103 | LINDE PLC SHS | Stock | 713000 | 1871 | |
78464A649 | 78464A649 | SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | 37065973 | 1461015 | |
922908751 | 922908751 | VANGUARD SMALL CAP ETF | ETF | 335666 | 1687 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC COM | Stock | 1717033 | 46169 | |
654106103 | 654106103 | NIKE INC CL B | Stock | 7203582 | 65267 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC CL A | Stock | 2011363 | 8171 | |
922907746 | 922907746 | VANGUARD TAXEXEMPT BOND ETF | ETF | 1633997 | 32536 | |
29670G102 | 29670G102 | ESSENTIAL UTILS INC COM | Stock | 248605 | 6229 | |
464287721 | 464287721 | ISHARES US TECHNOLOGY ETF | ETF | 599329 | 5505 | |
571748102 | 571748102 | MARSH MCLENNAN COS INC COM | Stock | 2417458 | 12853 | |
375558103 | 375558103 | GILEAD SCIENCES INC COM | Stock | 224239 | 2909 | |
12514G108 | 12514G108 | CDW CORP COM | Stock | 551545 | 3005 | |
609207105 | 609207105 | MONDELEZ INTL INC CL A | Stock | 6169884 | 84588 | |
437076102 | 437076102 | HOME DEPOT INC COM | Stock | 12384530 | 39867 | |
81369Y852 | 81369Y852 | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 755525 | 11609 | |
30231G102 | 30231G102 | EXXON MOBIL CORP COM | Stock | 1674251 | 15610 | |
59156R108 | 59156R108 | METLIFE INC COM | Stock | 1605360 | 28398 | |
G29183103 | G29183103 | EATON CORP PLC SHS | Stock | 782279 | 3890 | |
55306N104 | 55306N104 | MKS INSTRS INC COM | Stock | 5714430 | 52862 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE INC COM | Stock | 3241320 | 28663 | |
191216100 | 191216100 | COCA COLA CO COM | Stock | 497040 | 8253 | |
464287507 | 464287507 | ISHARES CORE SP MIDCAP ETF | ETF | 552102 | 2111 | |
46434G103 | 46434G103 | ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 746250 | 15140 | |
464287481 | 464287481 | ISHARES RUSSELL MIDCAP GROWTH ETF | ETF | 451866 | 4676 | |
67066G104 | 67066G104 | NVIDIA CORPORATION COM | Stock | 2788585 | 6592 | |
25434V708 | 25434V708 | DIMENSIONAL US CORE EQUITY 2 ETF | ETF | 1639235 | 60377 | |
882508104 | 882508104 | TEXAS INSTRS INC COM | Stock | 239936 | 1332 | |
00206R102 | 00206R102 | ATT INC COM | Stock | 337688 | 21171 | |
171779309 | 171779309 | CIENA CORP COM NEW | Stock | 1701157 | 40036 | |
756109104 | 756109104 | REALTY INCOME CORP COM | REIT | 217217 | 3633 | |
00287Y109 | 00287Y109 | ABBVIE INC COM | Stock | 1307253 | 9702 | |
02079K305 | 02079K305 | ALPHABET INC CAP STK CL A | Stock | 20002348 | 167104 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC COM | Stock | 14976575 | 28704 | |
23331A109 | 23331A109 | D R HORTON INC COM | Stock | 3109230 | 25550 | |
713448108 | 713448108 | PEPSICO INC COM | Stock | 4957135 | 26763 | |
040413106 | 040413106 | ARISTA NETWORKS INC COM | Stock | 2950788 | 18208 | |
02209S103 | 02209S103 | ALTRIA GROUP INC COM | Stock | 632367 | 13959 | |
060505104 | 060505104 | BANK AMERICA CORP COM | Stock | 1140643 | 39757 | |
25434V302 | 25434V302 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ETF | 228711 | 9749 | |
907818108 | 907818108 | UNION PAC CORP COM | Stock | 2481550 | 12127 | |
922908538 | 922908538 | VANGUARD MIDCAP GROWTH ETF | ETF | 380281 | 1848 | |
79466L302 | 79466L302 | SALESFORCE INC COM | Stock | 6769192 | 32042 | |
17275R102 | 17275R102 | CISCO SYS INC COM | Stock | 4346313 | 84002 | |
78409V104 | 78409V104 | SP GLOBAL INC COM | Stock | 9091951 | 22679 | |
46434V456 | 46434V456 | ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | 404405 | 11359 | |
126408103 | 126408103 | CSX CORP COM | Stock | 389928 | 11434 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2264238 | 6639 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING INC COM | Stock | 310783 | 1414 | |
922908736 | 922908736 | VANGUARD GROWTH ETF | ETF | 2232172 | 7888 | |
57667L107 | 57667L107 | MATCH GROUP INC NEW COM | Stock | 2068938 | 49437 | |
219350105 | 219350105 | CORNING INC COM | Stock | 1118388 | 31917 | |
78464A409 | 78464A409 | SPDR PORTFOLIO SP 500 GROWTH ETF | ETF | 3979141 | 65221 | |
166764100 | 166764100 | CHEVRON CORP NEW COM | Stock | 1099161 | 6985 | |
46432F339 | 46432F339 | ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 237794 | 1763 | |
78463X509 | 78463X509 | SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 912521 | 26542 | |
159864107 | 159864107 | CHARLES RIV LABS INTL INC COM | Stock | 4347970 | 20680 | |
776696106 | 776696106 | ROPER TECHNOLOGIES INC COM | Stock | 10607361 | 22061 | |
81369Y704 | 81369Y704 | INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 237177 | 2210 | |
025072877 | 025072877 | AVANTIS US SMALL CAP VALUE ETF | ETF | 231277 | 2980 | |
513272104 | 513272104 | LAMB WESTON HLDGS INC COM | Stock | 2400181 | 20880 | |
921937827 | 921937827 | VANGUARD SHORTTERM BOND ETF | ETF | 247794 | 3279 | |
29364G103 | 29364G103 | ENTERGY CORP NEW COM | Stock | 1076990 | 11060 | |
025816109 | 025816109 | AMERICAN EXPRESS CO COM | Stock | 5930015 | 34041 | |
871829107 | 871829107 | SYSCO CORP COM | Stock | 271794 | 3663 | |
81369Y407 | 81369Y407 | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 311749 | 1835 | |
704326107 | 704326107 | PAYCHEX INC COM | Stock | 422317 | 3775 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC COM | Stock | 14844147 | 30884 | |
747525103 | 747525103 | QUALCOMM INC COM | Stock | 237159 | 1992 | |
244199105 | 244199105 | DEERE CO COM | Stock | 343360 | 847 | |
92206C409 | 92206C409 | VANGUARD SHORT TERM CORPORATE BOND ETF | ETF | 226544 | 2994 | |
038222105 | 038222105 | APPLIED MATLS INC COM | Stock | 12835951 | 88805 | |
12572Q105 | 12572Q105 | CME GROUP INC COM | Stock | 1727646 | 9324 | |
693506107 | 693506107 | PPG INDS INC COM | Stock | 319291 | 2153 | |
009158106 | 009158106 | AIR PRODS CHEMS INC COM | Stock | 1440427 | 4808 | |
126650100 | 126650100 | CVS HEALTH CORP COM | Stock | 348740 | 5044 | |
464288588 | 464288588 | ISHARES MBS ETF | ETF | 1537768 | 16488 | |
98956P102 | 98956P102 | ZIMMER BIOMET HOLDINGS INC COM | Stock | 1260604 | 8658 | |
337738108 | 337738108 | FISERV INC COM | Stock | 242964 | 1926 | |
90384S303 | 90384S303 | ULTA BEAUTY INC COM | Stock | 3551737 | 7547 | |
46435G672 | 46435G672 | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 524790 | 10647 | |
78468R622 | 78468R622 | SPDR BLOOMBERG HIGH YIELD BOND ETF | ETF | 2807948 | 30511 | |
92826C839 | 92826C839 | VISA INC COM CL A | Stock | 15439013 | 65011 | |
291011104 | 291011104 | EMERSON ELEC CO COM | Stock | 209433 | 2317 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO COM | Stock | 3417152 | 22519 | |
64110L106 | 64110L106 | NETFLIX INC COM | Stock | 327724 | 744 | |
98978V103 | 98978V103 | ZOETIS INC CL A | Stock | 8131335 | 47217 | |
412822108 | 412822108 | HARLEY DAVIDSON INC COM | Stock | 205522 | 5837 | |
922908744 | 922908744 | VANGUARD VALUE ETF | ETF | 4606599 | 32418 | |
921909768 | 921909768 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 52533229 | 936755 | |
922908553 | 922908553 | VANGUARD REAL ESTATE ETF | ETF | 438803 | 5251 | |
92206C847 | 92206C847 | VANGUARD LONGTERM TREASURY ETF | ETF | 14096792 | 221891 | |
81369Y803 | 81369Y803 | TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 713939 | 4106 | |
78464A854 | 78464A854 | SPDR PORTFOLIO SP 500 ETF | ETF | 59585190 | 1143450 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL COM | Stock | 2689889 | 15510 | |
78464A300 | 78464A300 | SPDR SP 600 SMALL CAP VALUE ETF | ETF | 1193077 | 15456 | |
78463X889 | 78463X889 | SPDR PORTFOLIO DEVELOPED WORLD EXUS ETF | ETF | 1656992 | 50921 | |
45337C102 | 45337C102 | INCYTE CORP COM | Stock | 1313039 | 21093 | |
G5960L103 | G5960L103 | MEDTRONIC PLC SHS | Stock | 1826444 | 20731 | |
874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 298290 | 2955 | |
126633205 | 126633205 | CVR PARTNERS LP COM | Stock | 363060 | 4500 | |
74348T102 | 74348T102 | PROSPECT CAP CORP COM | CEF | 93390 | 15063 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC COM | Stock | 841889 | 8624 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP COM | Stock | 5168613 | 11226 | |
464287200 | 464287200 | ISHARES CORE SP 500 ETF | ETF | 2335520 | 5240 | |
237266101 | 237266101 | DARLING INGREDIENTS INC COM | Stock | 3134449 | 49137 | |
891160509 | 891160509 | TORONTO DOMINION BK ONT COM NEW | Stock | 3546278 | 57188 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED CL A | Stock | 2197088 | 5586 | |
92345Y106 | 92345Y106 | VERISK ANALYTICS INC COM | Stock | 2864788 | 12674 | |
20825C104 | 20825C104 | CONOCOPHILLIPS COM | Stock | 257137 | 2481 | |
571903202 | 571903202 | MARRIOTT INTL INC NEW CL A | Stock | 270575 | 1473 | |
68389X105 | 68389X105 | ORACLE CORP COM | Stock | 571881 | 4802 | |
693475105 | 693475105 | PNC FINL SVCS GROUP INC COM | Stock | 271512 | 2155 | |
372460105 | 372460105 | GENUINE PARTS CO COM | Stock | 1078164 | 6371 | |
46434V621 | 46434V621 | ISHARES CORE DIVIDEND GROWTH ETF | ETF | 557858 | 10825 | |
594918104 | 594918104 | MICROSOFT CORP COM | Stock | 36582800 | 107425 | |
G6095L109 | G6095L109 | APTIV PLC SHS | Stock | 1868553 | 18303 | |
518439104 | 518439104 | LAUDER ESTEE COS INC CL A | Stock | 3579254 | 18226 | |
89417E109 | 89417E109 | TRAVELERS COMPANIES INC COM | Stock | 386763 | 2227 | |
81369Y209 | 81369Y209 | HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 481847 | 3630 | |
942622200 | 942622200 | WATSCO INC COM | Stock | 1558049 | 4084 | |
842587107 | 842587107 | SOUTHERN CO COM | Stock | 409136 | 5824 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND SHS CLASS A | Stock | 6179277 | 20024 | |
88160R101 | 88160R101 | TESLA INC COM | Stock | 3564783 | 13618 | |
92189H409 | 92189H409 | VANECK HIGH YIELD MUNI ETF | ETF | 425879 | 8295 | |
464287648 | 464287648 | ISHARES RUSSELL 2000 GROWTH ETF | ETF | 415261 | 1711 | |
478160104 | 478160104 | JOHNSON JOHNSON COM | Stock | 3867275 | 23364 | |
370334104 | 370334104 | GENERAL MLS INC COM | Stock | 419932 | 5475 | |
922908629 | 922908629 | VANGUARD MID CAP ETF | ETF | 363944 | 1653 | |
92206C102 | 92206C102 | VANGUARD SHORT TERM TREASURY ETF | ETF | 2084033 | 36099 | |
855244109 | 855244109 | STARBUCKS CORP COM | Stock | 1271762 | 12838 | |
92204A306 | 92204A306 | VANGUARD ENERGY ETF | ETF | 507440 | 4495 | |
915271100 | 915271100 | UNIVEST FINANCIAL CORPORATION COM | Stock | 487563 | 26967 | |
278865100 | 278865100 | ECOLAB INC COM | Stock | 4520127 | 24211 | |
464287309 | 464287309 | ISHARES SP 500 GROWTH ETF | ETF | 369289 | 5239 | |
149123101 | 149123101 | CATERPILLAR INC COM | Stock | 698424 | 2838 | |
761152107 | 761152107 | RESMED INC COM | Stock | 1267520 | 5801 | |
74834L100 | 74834L100 | QUEST DIAGNOSTICS INC COM | Stock | 1056562 | 7516 | |
031162100 | 031162100 | AMGEN INC COM | Stock | 5037994 | 22691 | |
20030N101 | 20030N101 | COMCAST CORP NEW CL A | Stock | 2363661 | 56887 | |
418056107 | 418056107 | HASBRO INC COM | Stock | 301492 | 4654 | |
458140100 | 458140100 | INTEL CORP COM | Stock | 334767 | 10010 | |
81762P102 | 81762P102 | SERVICENOW INC COM | Stock | 3528421 | 6278 | |
871607107 | 871607107 | SYNOPSYS INC COM | Stock | 2056006 | 4722 | |
02079K107 | 02079K107 | ALPHABET INC CAP STK CL C | Stock | 2674041 | 22105 | |
989207105 | 989207105 | ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 2102759 | 7108 | |
427866108 | 427866108 | HERSHEY CO COM | Stock | 348581 | 1396 | |
464287689 | 464287689 | ISHARES RUSSELL 3000 ETF | ETF | 427526 | 1680 | |
580135101 | 580135101 | MCDONALDS CORP COM | Stock | 3811038 | 12771 | |
464287499 | 464287499 | ISHARES RUSSELL MIDCAP ETF | ETF | 17043693 | 233379 | |
92206C664 | 92206C664 | VANGUARD RUSSELL 2000 ETF | ETF | 5496948 | 72691 | |
921946406 | 921946406 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 514797 | 4853 | |
343498101 | 343498101 | FLOWERS FOODS INC COM | Stock | 1537300 | 61788 | |
084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL CL A | Stock | 1035620 | 2 | |
464288414 | 464288414 | ISHARES NATIONAL MUNI BOND ETF | ETF | 10141691 | 95021 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP COM | Stock | 291743 | 1356 | |
921937835 | 921937835 | VANGUARD TOTAL BOND MARKET ETF | ETF | 309041 | 4251 | |
53578P105 | 53578P105 | LINKBANCORP INC COM | Stock | 198498 | 33083 | |
464288513 | 464288513 | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | ETF | 262295 | 3494 | |
023135106 | 023135106 | AMAZON COM INC COM | Stock | 22931499 | 175909 | |
46434V449 | 46434V449 | ISHARES MSCI INTL MOMENTUM FACTOR ETF | ETF | 259021 | 7801 | |
921908844 | 921908844 | VANGUARD DIVIDEND APPRECIATION ETF | ETF | 636658 | 3919 | |
92939U106 | 92939U106 | WEC ENERGY GROUP INC COM | Stock | 615959 | 6980 | |
25434V880 | 25434V880 | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | ETF | 365733 | 15690 |