Filling information for HIGHLAND CAPITAL MANAGEMENT, LLC as Treemap, investor disclosed 271 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | Amount previous period | Change in % | |
---|---|---|---|---|---|---|---|---|
928563402 | 928563402 | VMWARE INC CL A | COM | 266430 | 2134 | 0 | 100 | |
01881G106 | 01881G106 | ALLIANCEBERNSTEIN HOLDING L.P. | COM | 1127547 | 30841 | 0 | 100 | |
43300A203 | 43300A203 | HILTON WORLDWIDE HOLDINGS INC | COM | 4779719 | 33930 | 0 | 100 | |
02079K107 | 02079K107 | ALPHABET INC | COM | 25333878 | 243595 | 0 | 100 | |
74624M102 | 74624M102 | PURE STORAGE INC | COM | 1689935 | 66246 | 0 | 100 | |
31428X106 | 31428X106 | FEDEX CORPORATION | COM | 12307182 | 53863 | 0 | 100 | |
89832Q109 | 89832Q109 | TRUIST FINANCIAL CORP | COM | 8103388 | 237636 | 0 | 100 | |
009066101 | 009066101 | AIRBNB INC -CL A | COM | 5551101 | 44623 | 0 | 100 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | COM | 1461327 | 7533 | 0 | 100 | |
007924103 | 007924103 | AEGON N.V. | ADR | 321339 | 74730 | 0 | 100 | |
776696106 | 776696106 | ROPER TECHNOLOGIES INC | COM | 545574 | 1238 | 0 | 100 | |
45857P806 | 45857P806 | INTERCONTINENTAL HOTELS GROUP | ADR | 2695569 | 40474 | 0 | 100 | |
98980G102 | 98980G102 | ZSCALER INC | COM | 777737 | 6657 | 0 | 100 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 18062647 | 164715 | 0 | 100 | |
50540R409 | 50540R409 | LABRATORY CORPORATION OF AMERI | COM | 4531963 | 19754 | 0 | 100 | |
166764100 | 166764100 | CHEVRON CORP | COM | 16463628 | 100905 | 0 | 100 | |
66987V109 | 66987V109 | NOVARTIS AG ADR | ADR | 945944 | 10282 | 0 | 100 | |
18915M107 | 18915M107 | CLOUDFLARE INC | COM | 1177459 | 19096 | 0 | 100 | |
92204A504 | 92204A504 | VANGUARD HEALTH CARE | COM | 360113 | 1510 | 0 | 100 | |
548661107 | 548661107 | LOWES COS INC | COM | 14201215 | 71017 | 0 | 100 | |
294429105 | 294429105 | EQUIFAX INC | COM | 540771 | 2666 | 0 | 100 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 6895568 | 23365 | 0 | 100 | |
46432F842 | 46432F842 | iSHARES CORE MSCI EAFE ETF | COM | 14709762 | 220041 | 0 | 100 | |
G39387108 | G39387108 | GLOBALFOUNDRIES INC | COM | 1390187 | 19260 | 0 | 100 | |
81369Y803 | 81369Y803 | TECHNOLOGY SELECT SECTOR SPDR | COM | 289184 | 1915 | 0 | 100 | |
92857W308 | 92857W308 | VODAFONE GROUP PLC | ADR | 388310 | 35173 | 0 | 100 | |
026874784 | 026874784 | AMERICAN INTERNATIONAL GROUP I | COM | 4500824 | 89373 | 0 | 100 | |
98978V103 | 98978V103 | ZOETIS INC | COM | 6661610 | 40024 | 0 | 100 | |
00724F101 | 00724F101 | ADOBE INC | COM | 1856327 | 4817 | 0 | 100 | |
29415F104 | 29415F104 | ENVISTA HOLDINGS CORP | COM | 3829393 | 93674 | 0 | 100 | |
14448C104 | 14448C104 | CARRIER GLOBAL CORP | COM | 11682207 | 255349 | 0 | 100 | |
78463X889 | 78463X889 | SPDR PORTOFOLIO DEVELOPED WORL | COM | 445183 | 13860 | 0 | 100 | |
910047109 | 910047109 | UNITED AIRLINES HOLDINGS INC | COM | 4464559 | 100894 | 0 | 100 | |
037833100 | 037833100 | APPLE INC | COM | 71774200 | 435259 | 0 | 100 | |
46090E103 | 46090E103 | INVESCO QQQ TRUST SER 1 | COM | 354307 | 1104 | 0 | 100 | |
91359V107 | 91359V107 | UNIVERSAL INSURANCE HOLDINGS I | COM | 862735 | 47351 | 0 | 100 | |
09260D107 | 09260D107 | BLACKSTONE INC | COM | 1226686 | 13965 | 0 | 100 | |
922042874 | 922042874 | VANGUARD MSCI EUROPEAN ETF | COM | 309077 | 5071 | 0 | 100 | |
464287507 | 464287507 | CORE S&P MIDCAP | COM | 744226 | 2975 | 0 | 100 | |
922908629 | 922908629 | VANGUARD MID CAP ETF | COM | 1531279 | 7260 | 0 | 100 | |
92206C714 | 92206C714 | VANGUARD RUSSELL 1000 VALUE | COM | 10657137 | 159514 | 0 | 100 | |
921908844 | 921908844 | VANGUARD DIVIDEND APP INDEX FU | COM | 1344969 | 8733 | 0 | 100 | |
053332102 | 053332102 | AUTOZONE INC | COM | 3468450 | 1411 | 0 | 100 | |
532457108 | 532457108 | ELI LILLY & CO | COM | 4739196 | 13800 | 0 | 100 | |
P31076105 | P31076105 | COPA HOLDINGS S A | COM | 668522 | 7239 | 0 | 100 | |
V7780T103 | V7780T103 | ROYAL CARIBBEAN CRUISES LTD | COM | 1340282 | 20525 | 0 | 100 | |
00162Q387 | 00162Q387 | APLS O'SHARES US QUALITY DIVID | COM | 238358 | 5655 | 0 | 100 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 12379331 | 126410 | 0 | 100 | |
861012102 | 861012102 | ST MICROELECTRONICS N V | ADR | 3859410 | 72152 | 0 | 100 | |
185064102 | 185064102 | CLEARSIGN COMBUSTION CORP | COM | 25898 | 32454 | 0 | 100 | |
N53745100 | N53745100 | LYONDELLBASELL INDUSTRIES N V | COM | 4294341 | 45738 | 0 | 100 | |
949746101 | 949746101 | WELLS FARGO CO | COM | 6393334 | 171036 | 0 | 100 | |
922908611 | 922908611 | VANGUARD SMALL CAP VALUE | COM | 9372254 | 59034 | 0 | 100 | |
46434V738 | 46434V738 | THE iSHARES CORE MSCI EUROPE E | COM | 297256 | 5675 | 0 | 100 | |
G1151C101 | G1151C101 | ACCENTURE PLC | ADR | 1305580 | 4568 | 0 | 100 | |
24703L202 | 24703L202 | DELL TECHNOLOGIES INC | COM | 3627545 | 90215 | 0 | 100 | |
060505104 | 060505104 | BANK OF AMERICA CORP | COM | 10271883 | 359157 | 0 | 100 | |
464287622 | 464287622 | iSHARES RUSSELL 1000 ETF | COM | 2061755 | 9154 | 0 | 100 | |
46267X108 | 46267X108 | IQIYI INC | ADR | 129584 | 17800 | 0 | 100 | |
231021106 | 231021106 | CUMMINS INC | COM | 5866415 | 24558 | 0 | 100 | |
7591EP100 | 7591EP100 | REGIONS FINANCIAL CORP | COM | 788800 | 42500 | 0 | 100 | |
464287655 | 464287655 | iSHARES RUSSELL 2000 INDEX FUN | COM | 1208660 | 6775 | 0 | 100 | |
03938L203 | 03938L203 | ARCELORMITTAL S A | ADR | 716736 | 23796 | 0 | 100 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 19631891 | 34061 | 0 | 100 | |
46434G103 | 46434G103 | iSHARES CORE MSCI EMERGING MAR | COM | 5733514 | 117514 | 0 | 100 | |
46625H100 | 46625H100 | JP MORGAN CHASE & CO | COM | 27610377 | 211882 | 0 | 100 | |
126408103 | 126408103 | CSX CORP | COM | 3663981 | 122377 | 0 | 100 | |
670346105 | 670346105 | NUCOR CORP | COM | 459703 | 2976 | 0 | 100 | |
808524102 | 808524102 | SCHWAB US BROAD MARKET ETF | COM | 2846582 | 59490 | 0 | 100 | |
655844108 | 655844108 | NORFOLK SOUTHERN CORP | COM | 4866036 | 22953 | 0 | 100 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 8287811 | 17537 | 0 | 100 | |
680665205 | 680665205 | OLIN CORP | COM | 5259346 | 94763 | 0 | 100 | |
01609W102 | 01609W102 | ALIBABA GROUP HOLDING LTD | ADR | 714238 | 6990 | 0 | 100 | |
464287606 | 464287606 | iSHARES S&P MIDCAP GROWTH INDE | COM | 362341 | 5067 | 0 | 100 | |
518439104 | 518439104 | ESTEE LAUDER COS INC | COM | 11562486 | 46914 | 0 | 100 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC | COM | 11918831 | 38601 | 0 | 100 | |
483709101 | 483709101 | KANDI TECHNOLOGIES GROUP | COM | 35880 | 13000 | 0 | 100 | |
57636Q104 | 57636Q104 | MASTERCARD INC | COM | 5439157 | 14967 | 0 | 100 | |
038336103 | 038336103 | APTAR GROUP INC | COM | 315095 | 2666 | 0 | 100 | |
254687106 | 254687106 | WALT DISNEY CO | COM | 4854102 | 48478 | 0 | 100 | |
025537101 | 025537101 | AMERICAN ELEC PWR INC | COM | 4475707 | 49189 | 0 | 100 | |
81369Y209 | 81369Y209 | HEALTH CARE SELECT SPDR | COM | 1230776 | 9507 | 0 | 100 | |
904767704 | 904767704 | UNILEVER PLC | ADR | 1792987 | 34527 | 0 | 100 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | ADR | 5052551 | 62671 | 0 | 100 | |
922042718 | 922042718 | VANGUARD FTSE ALL WORLD US SMA | COM | 229186 | 2098 | 0 | 100 | |
808513105 | 808513105 | CHARLES SCHWAB CORPORATION | COM | 5157936 | 98471 | 0 | 100 | |
69047Q102 | 69047Q102 | OVINTIV INC | COM | 1840549 | 51013 | 0 | 100 | |
78409V104 | 78409V104 | S&P GLOBAL INC | COM | 4681977 | 13580 | 0 | 100 | |
922908769 | 922908769 | VANGUARD US TOTAL EQUITY MARKE | COM | 7788887 | 38162 | 0 | 100 | |
00162Q452 | 00162Q452 | ALERIAN MLP ETF | COM | 230431 | 5962 | 0 | 100 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 11091985 | 55521 | 0 | 100 | |
46434V803 | 46434V803 | ISHARES CURRENCY HEDGED MSCI E | COM | 269091 | 9131 | 0 | 100 | |
040413106 | 040413106 | ARISTA NETWORKS INCORPORATED | COM | 2100264 | 12512 | 0 | 100 | |
26441C204 | 26441C204 | DUKE ENERGY CORP | COM | 4773529 | 49482 | 0 | 100 | |
12626K203 | 12626K203 | CRH PLC | ADR | 1840527 | 36181 | 0 | 100 | |
23804L103 | 23804L103 | DATADOG INC | COM | 868142 | 11948 | 0 | 100 | |
464287168 | 464287168 | iSHARES DJ SELECT DIVIDEND IND | COM | 6016154 | 51341 | 0 | 100 | |
458140100 | 458140100 | INTEL CORP | COM | 473290 | 14487 | 0 | 100 | |
25179M103 | 25179M103 | DEVON ENERGY CORP | COM | 328965 | 6500 | 0 | 100 | |
756109104 | 756109104 | REALTY INCOME TRUST | COM | 4548149 | 71828 | 0 | 100 | |
G8060N102 | G8060N102 | SENSATA TECHNOLOGIES HOLDING P | ADR | 800120 | 15996 | 0 | 100 | |
629377508 | 629377508 | NRG ENERGY INC | COM | 5816818 | 169636 | 0 | 100 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 15644008 | 100929 | 0 | 100 | |
500754106 | 500754106 | KRAFT HEINZ COMPANY | COM | 4589278 | 118678 | 0 | 100 | |
456837103 | 456837103 | ING GROEP N V | ADR | 1357881 | 114396 | 0 | 100 | |
244199105 | 244199105 | DEERE & CO | COM | 3070589 | 7437 | 0 | 100 | |
64110L106 | 64110L106 | NETFLIX.COM INC | COM | 685778 | 1985 | 0 | 100 | |
922908538 | 922908538 | VANGUARD MID CAP GROWTH INDEX | COM | 9200580 | 47209 | 0 | 100 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 6673949 | 127670 | 0 | 100 | |
30212P303 | 30212P303 | EXPEDIA GROUP INC | COM | 1074801 | 11077 | 0 | 100 | |
922908595 | 922908595 | VANGUARD SMALL CAP GROWTH ETF | COM | 7305602 | 33758 | 0 | 100 | |
499049104 | 499049104 | KNIGHT-SWIFT TRANSPORTATION | COM | 2490538 | 44018 | 0 | 100 | |
98850P109 | 98850P109 | YUM CHINA HOLDINGS INC | ADR | 1248783 | 19700 | 0 | 100 | |
464288885 | 464288885 | iSHARES MSCI EAFE GROWTH INDEX | COM | 405989 | 4334 | 0 | 100 | |
067901108 | 067901108 | BARRICK GOLD CORP | ADR | 822651 | 44300 | 0 | 100 | |
464287309 | 464287309 | iSHARES S&P 500 GROWTH INDEX | COM | 225212 | 3525 | 0 | 100 | |
G29183103 | G29183103 | EATON CORP PLC | COM | 4869825 | 28422 | 0 | 100 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 6285420 | 38105 | 0 | 100 | |
444859102 | 444859102 | HUMANA INC | COM | 6227481 | 12828 | 0 | 100 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 29905044 | 281089 | 0 | 100 | |
92826C839 | 92826C839 | VISA INC | COM | 17935835 | 79552 | 0 | 100 | |
78462F103 | 78462F103 | S&P 500 DEPOSITARY RECEIPTS | COM | 2588573 | 6323 | 0 | 100 | |
874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG | ADR | 2530144 | 27200 | 0 | 100 | |
85571B105 | 85571B105 | STARWOOD PROPERTY TRUST INC | COM | 647454 | 36600 | 0 | 100 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 6071360 | 38096 | 0 | 100 | |
921946794 | 921946794 | VANGUARD INTL HIGH DIV YIELD F | COM | 238559 | 3851 | 0 | 100 | |
464287481 | 464287481 | RUSSELL MIDCAP GROWTH INDEX | COM | 1304291 | 14325 | 0 | 100 | |
931142103 | 931142103 | WALMART INC | COM | 914927 | 6205 | 0 | 100 | |
871829107 | 871829107 | SYSCO CORP | COM | 368773 | 4775 | 0 | 100 | |
12572Q105 | 12572Q105 | CME GROUP INC | COM | 878885 | 4589 | 0 | 100 | |
90384S303 | 90384S303 | ULTA BEAUTY INC | COM | 11272997 | 20659 | 0 | 100 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 13033371 | 39844 | 0 | 100 | |
464287234 | 464287234 | ISHARES MSCI EMERGING MKTS IND | COM | 1498059 | 37964 | 0 | 100 | |
502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 985125 | 5020 | 0 | 100 | |
74736K101 | 74736K101 | QORVO INC | COM | 3203315 | 31538 | 0 | 100 | |
031162100 | 031162100 | AMGEN INC | COM | 1885408 | 7799 | 0 | 100 | |
921943858 | 921943858 | VANGUARD FTSE DEVELOPED MARKET | COM | 3206934 | 70997 | 0 | 100 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING INC | COM | 4122440 | 18517 | 0 | 100 | |
N6596X109 | N6596X109 | NXP SEMICONDUCTOR NV | ADR | 1177776 | 6316 | 0 | 100 | |
007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 1812793 | 18496 | 0 | 100 | |
717081103 | 717081103 | PFIZER INC | COM | 3218201 | 78877 | 0 | 100 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 5474520 | 78986 | 0 | 100 | |
055622104 | 055622104 | BP PLC | ADR | 2692905 | 70978 | 0 | 100 | |
370334104 | 370334104 | GENERAL MILLS INC | COM | 566942 | 6634 | 0 | 100 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 311765 | 1115 | 0 | 100 | |
81369Y605 | 81369Y605 | FINANCIAL SELECT SECTOR SPDR | COM | 1381807 | 42980 | 0 | 100 | |
617446448 | 617446448 | MORGAN STANLEY | COM | 4412126 | 50252 | 0 | 100 | |
500472303 | 500472303 | KONINKLIJKE PHILIPS N V | ADR | 1417089 | 77226 | 0 | 100 | |
369604301 | 369604301 | GENERAL ELEC CO | COM | 680385 | 7117 | 0 | 100 | |
023135106 | 023135106 | AMAZON COM INCORPORATED | COM | 19279595 | 186655 | 0 | 100 | |
536797103 | 536797103 | LITHIA MOTORS INC CL A | COM | 4245507 | 18545 | 0 | 100 | |
03524A108 | 03524A108 | ANHEUSER BUSCH INBEV N V | ADR | 1814189 | 27187 | 0 | 100 | |
127097103 | 127097103 | COTERRA ENERGY INC | COM | 644420 | 26260 | 0 | 100 | |
247361702 | 247361702 | DELTA AIR LINES INC | COM | 7832218 | 224290 | 0 | 100 | |
31620M106 | 31620M106 | FIDELITY NATIONAL INFORMATION | COM | 275996 | 5080 | 0 | 100 | |
172967424 | 172967424 | CITIGROUP INC | COM | 9473113 | 202028 | 0 | 100 | |
219350105 | 219350105 | CORNING INC | COM | 3919290 | 111091 | 0 | 100 | |
126650100 | 126650100 | CVS HEALTH CORPORATION | COM | 9735636 | 131014 | 0 | 100 | |
67066G104 | 67066G104 | NVIDIA CORP | COM | 5940389 | 21386 | 0 | 100 | |
00206R102 | 00206R102 | AT&T INC | COM | 4461380 | 231760 | 0 | 100 | |
74435K204 | 74435K204 | PRUDENTIAL PLC SPON ADR | ADR | 598719 | 21899 | 0 | 100 | |
651229106 | 651229106 | NEWELL BRANDS INC | COM | 2684950 | 215832 | 0 | 100 | |
149123101 | 149123101 | CATERPILLAR INC DEL | COM | 5149587 | 22503 | 0 | 100 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHINE | COM | 475988 | 3631 | 0 | 100 | |
90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 5382850 | 169806 | 0 | 100 | |
M8T77E105 | M8T77E105 | SENSTAR TECHNOLOGIES | COM | 26470 | 19300 | 0 | 100 | |
464287630 | 464287630 | RUSSELL 2000 VALUE INDEX | COM | 840070 | 6131 | 0 | 100 | |
857477103 | 857477103 | STATE STREET CORPORATION | COM | 264915 | 3500 | 0 | 100 | |
808524201 | 808524201 | SCHWAB US LARGE CAP ETF | COM | 280836 | 5806 | 0 | 100 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 9587934 | 92077 | 0 | 100 | |
65249B208 | 65249B208 | NEWS CORP | ADR | 538134 | 30874 | 0 | 100 | |
064149107 | 064149107 | BK NOVA SCOTIA HALIFAX | ADR | 1505764 | 29900 | 0 | 100 | |
097023105 | 097023105 | BOEING CO | COM | 5474958 | 25773 | 0 | 100 | |
02079K305 | 02079K305 | ALPHABET INC | COM | 19321995 | 186272 | 0 | 100 | |
46138E354 | 46138E354 | POWERSHARES S&P 500 LOW VOLATI | COM | 635170 | 10179 | 0 | 100 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 6248612 | 160674 | 0 | 100 | |
81141R100 | 81141R100 | SEA LTD | COM | 447031 | 5165 | 0 | 100 | |
59156R108 | 59156R108 | METLIFE INC | COM | 3887832 | 67101 | 0 | 100 | |
72703H101 | 72703H101 | PLANET FITNESS INC CL A | COM | 1647769 | 21215 | 0 | 100 | |
922908751 | 922908751 | VANGUARD SMALL CAP ETF | COM | 2479824 | 13082 | 0 | 100 | |
83088M102 | 83088M102 | SKYWORKS SOLUTIONS INC | COM | 2875645 | 24374 | 0 | 100 | |
H42097107 | H42097107 | UBS GROUP AG | ADR | 2261336 | 105967 | 0 | 100 | |
N3167Y103 | N3167Y103 | FERRARI NV NEW | ADR | 1476623 | 5450 | 0 | 100 | |
907818108 | 907818108 | UNION PACIFIC CORP | COM | 475980 | 2365 | 0 | 100 | |
922908512 | 922908512 | VANGUARD MID CAP VALUE INDEX F | COM | 7386003 | 55091 | 0 | 100 | |
125523100 | 125523100 | CIGNA GROUP | COM | 12020681 | 47042 | 0 | 100 | |
002824100 | 002824100 | ABBOTT LABORATORIES | COM | 923592 | 9121 | 0 | 100 | |
833445109 | 833445109 | SNOWFLAKE INC | COM | 1048401 | 6795 | 0 | 100 | |
87612E106 | 87612E106 | TARGET CORP | COM | 3711603 | 22409 | 0 | 100 | |
464287473 | 464287473 | RUSSELL MIDCAP VALUE INDEX | COM | 759622 | 7153 | 0 | 100 | |
81762P102 | 81762P102 | SERVICENOW INC | COM | 1435985 | 3090 | 0 | 100 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 18084860 | 28190 | 0 | 100 | |
001055102 | 001055102 | AFLAC INC | COM | 1032062 | 15996 | 0 | 100 | |
615369105 | 615369105 | MOODYS CORP | COM | 2265772 | 7404 | 0 | 100 | |
26969P108 | 26969P108 | EAGLE MATERIALS INC | COM | 5531888 | 37696 | 0 | 100 | |
87165B103 | 87165B103 | SYNCHRONY FINANCIAL | COM | 4597141 | 158086 | 0 | 100 | |
88579Y101 | 88579Y101 | 3M CO | COM | 620254 | 5901 | 0 | 100 | |
36467J108 | 36467J108 | GAMING AND LEISURE PROPERTIES | COM | 5052059 | 97043 | 0 | 100 | |
494368103 | 494368103 | KIMBERLY CLARK CORP | COM | 5460338 | 40682 | 0 | 100 | |
D18190898 | D18190898 | DEUTSCHE BANK AG | ADR | 376136 | 36840 | 0 | 100 | |
592688105 | 592688105 | METTLER-TOLEDO INTL | COM | 726850 | 475 | 0 | 100 | |
902973304 | 902973304 | US BANCORP | COM | 2670466 | 74077 | 0 | 100 | |
595112103 | 595112103 | MICRON TECHNOLOGY INC | COM | 10231855 | 169570 | 0 | 100 | |
464287200 | 464287200 | CORE S&P 500 | COM | 29433915 | 71601 | 0 | 100 | |
88160R101 | 88160R101 | TESLA INCORPORATED | COM | 4749174 | 22892 | 0 | 100 | |
78467Y107 | 78467Y107 | MIDCAP SPDR TRUST SER 1 | COM | 5059930 | 11038 | 0 | 100 | |
464287614 | 464287614 | RUSSELL 1000 GROWTH INDEX | COM | 23467167 | 96047 | 0 | 100 | |
00130H105 | 00130H105 | AES CORPORATION | COM | 3955429 | 164262 | 0 | 100 | |
345370860 | 345370860 | FORD MOTOR CO | COM | 4724899 | 374992 | 0 | 100 | |
742718109 | 742718109 | PROCTER & GAMBLE CO | COM | 17823651 | 119871 | 0 | 100 | |
464287101 | 464287101 | iSHARES S&P 100 INDEX FUND | COM | 763871 | 4084 | 0 | 100 | |
59522J103 | 59522J103 | MID-AMERICA APARTMENT COMMUNIT | COM | 316278 | 2094 | 0 | 100 | |
922908637 | 922908637 | VANGUARD LARGE CAP ETF | COM | 291424 | 1560 | 0 | 100 | |
55306N104 | 55306N104 | MKS INSTRUMENTS INC | COM | 2636977 | 29756 | 0 | 100 | |
464288257 | 464288257 | iSHARES MSCI ACWI INDEX FUND | COM | 546960 | 6000 | 0 | 100 | |
70450Y103 | 70450Y103 | PAYPAL HOLDINGS INC | COM | 7841488 | 103259 | 0 | 100 | |
22160K105 | 22160K105 | COSTCO WHOLESALE CORP | COM | 19965141 | 40182 | 0 | 100 | |
16411R208 | 16411R208 | CHENIERE ENERGY INC | COM | 5990849 | 38013 | 0 | 100 | |
464287598 | 464287598 | RUSSELL 1000 VALUE INDEX | COM | 4908070 | 32235 | 0 | 100 | |
828730200 | 828730200 | SIMMONS FIRST NATIONAL CORP CL | COM | 761042 | 43513 | 0 | 100 | |
438128308 | 438128308 | HONDA MOTOR CO LTD ADR | ADR | 2846112 | 107441 | 0 | 100 | |
609207105 | 609207105 | MONDELEZ INTERNATIONAL INC | COM | 8427621 | 120878 | 0 | 100 | |
713448108 | 713448108 | PEPSICO INC | COM | 18144440 | 99531 | 0 | 100 | |
922908553 | 922908553 | VANGUARD REAL ESTATE ETF | COM | 1590431 | 19153 | 0 | 100 | |
191216100 | 191216100 | COCA COLA CO | COM | 3487513 | 56223 | 0 | 100 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 5020932 | 54035 | 0 | 100 | |
88031M109 | 88031M109 | TENARIS SA | ADR | 1588934 | 55909 | 0 | 100 | |
67011P100 | 67011P100 | NOW INC | COM | 136465 | 12239 | 0 | 100 | |
464288240 | 464288240 | iSHARES MSCI ACWI INDEX FUND | COM | 1321960 | 27106 | 0 | 100 | |
H1467J104 | H1467J104 | CHUBB LIMITED | COM | 4698379 | 24196 | 0 | 100 | |
89055F103 | 89055F103 | TOPBUILD CORP | COM | 2829663 | 13595 | 0 | 100 | |
636274409 | 636274409 | NATIONAL GRID PLC | ADR | 1074446 | 15803 | 0 | 100 | |
747525103 | 747525103 | QUALCOMM INC | COM | 9478428 | 74294 | 0 | 100 | |
29452E101 | 29452E101 | EQUITABLE HOLDINGS INC | COM | 3923847 | 154543 | 0 | 100 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 9384262 | 20409 | 0 | 100 | |
464286665 | 464286665 | iSHARES MSCI PACIFIC EX JAPAN | COM | 471328 | 10763 | 0 | 100 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 90021825 | 312251 | 0 | 100 | |
81369Y506 | 81369Y506 | ENERGY SELECT SECTOR SPDR FUND | COM | 640773 | 7736 | 0 | 100 | |
29250N105 | 29250N105 | ENBRIDGE INC | COM | 210779 | 5525 | 0 | 100 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 11427567 | 115186 | 0 | 100 | |
25243Q205 | 25243Q205 | DIAGEO PLC | ADR | 2784193 | 15367 | 0 | 100 | |
03076C106 | 03076C106 | AMERIPRISE FINANCIAL INC | COM | 4830440 | 15760 | 0 | 100 | |
22160N109 | 22160N109 | COSTAR GROUP INC | COM | 2017925 | 29309 | 0 | 100 | |
462222100 | 462222100 | IONIS PHARMACEUTICALS INC | COM | 1343753 | 37598 | 0 | 100 | |
G1890L107 | G1890L107 | CAPRI HOLDINGS LTD | ADR | 572460 | 12180 | 0 | 100 | |
60871R209 | 60871R209 | MOLSON COORS BREWING CO | COM | 5428467 | 105040 | 0 | 100 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 3178250 | 6723 | 0 | 100 | |
G50871105 | G50871105 | JAZZ PHARMACEUTICALS PLC | COM | 5165888 | 35303 | 0 | 100 | |
285512109 | 285512109 | ELECTRONIC ARTS INC | COM | 1388307 | 11526 | 0 | 100 | |
922908363 | 922908363 | VANGUARD S&P 500 INDEX FUND | COM | 397130 | 1056 | 0 | 100 | |
G491BT108 | G491BT108 | INVESCO LTD | COM | 838909 | 51153 | 0 | 100 | |
22788C105 | 22788C105 | CROWDSTRIKE HOLDINGS INC | COM | 4117525 | 29998 | 0 | 100 | |
29355A107 | 29355A107 | ENPHASE ENERGY INC | COM | 948573 | 4511 | 0 | 100 | |
68622V106 | 68622V106 | ORGANON & COMPANY | COM | 543030 | 23088 | 0 | 100 | |
573874104 | 573874104 | MARVELL TECHNOLOGY INC | COM | 4163468 | 96154 | 0 | 100 | |
45168D104 | 45168D104 | IDEXX LABORATORIES INC | COM | 462574 | 925 | 0 | 100 | |
052769106 | 052769106 | AUTODESK INC | COM | 1611367 | 7741 | 0 | 100 | |
20030N101 | 20030N101 | COMCAST CORP | COM | 9531513 | 251425 | 0 | 100 | |
92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 2486217 | 7891 | 0 | 100 | |
052800109 | 052800109 | AUTOLIV INC | COM | 434124 | 4650 | 0 | 100 | |
922042858 | 922042858 | VANGUARD EMERGING MARKETS ETF | COM | 959419 | 23748 | 0 | 100 | |
464287499 | 464287499 | RUSSELL MIDCAP INDEX | COM | 2590762 | 37053 | 0 | 100 | |
654106103 | 654106103 | NIKE INC | COM | 7984905 | 65108 | 0 | 100 | |
464287465 | 464287465 | MSCI EAFE INDEX | COM | 991696 | 13866 | 0 | 100 | |
464287648 | 464287648 | RUSSELL 2000 GROWTH INDEX | COM | 1550995 | 6838 | 0 | 100 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP | COM | 1230535 | 6022 | 0 | 100 | |
565849106 | 565849106 | MARATHON OIL CORP | COM | 3327205 | 138865 | 0 | 100 | |
30303M102 | 30303M102 | META PLATFORMS INC | COM | 15428808 | 72798 | 0 | 100 | |
056752108 | 056752108 | BAIDU INC | ADR | 1015692 | 6730 | 0 | 100 | |
55616P104 | 55616P104 | MACYS INC | COM | 454303 | 25975 | 0 | 100 | |
674599105 | 674599105 | OCCIDENTAL PETE CORP DEL | COM | 3417356 | 54739 | 0 | 100 |