Corefirst Bank & Trust 13F annual report
Corefirst Bank & Trust is an investment fund managing more than $155 million ran by Leslie Bosch. There are currently 420 companies in Mrs. Bosch’s portfolio. The largest investments include Colgate-Palmolive Co and Apple Inc, together worth $26.8 million.
Limited to 30 biggest holdings
$155 million Assets Under Management (AUM)
As of 3rd February 2022, Corefirst Bank & Trust’s top holding is 160,447 shares of Colgate-Palmolive Co currently worth over $13.7 million and making up 8.9% of the portfolio value.
Relative to the number of outstanding shares of Colgate-Palmolive Co, Corefirst Bank & Trust owns more than approximately 0.1% of the company.
In addition, the fund holds 73,753 shares of Apple Inc worth $13.1 million, whose value grew 21.1% in the past six months.
The third-largest holding is Microsoft worth $4.45 million and the next is AT&T worth $3.45 million, with 140,195 shares owned.
Currently, Corefirst Bank & Trust's portfolio is worth at least $155 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Corefirst Bank & Trust
The Corefirst Bank & Trust office and employees reside in Topeka, Kansas. According to the last 13-F report filed with the SEC, Leslie Bosch serves as the SVP - Controller at Corefirst Bank & Trust.
Recent trades
In the most recent 13F filing, Corefirst Bank & Trust revealed that it had opened a new position in Colgate-Palmolive Co and bought 160,447 shares worth $13.7 million.
One of the smallest hedge funds
The two most similar investment funds to Corefirst Bank & Trust are Arq Wealth Advisors and Cape Ann Savings Bank. They manage $155 million and $155 million respectively.
Leslie Bosch investment strategy
Corefirst Bank & Trust’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Staples — making up 15.2% of
the total portfolio value.
The fund focuses on investments in the United States as
53.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $116 billion.
The complete list of Corefirst Bank & Trust trades based on 13F SEC filings
These positions were updated on February 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Colgate-Palmolive Co. |
Opened
160,447
|
$13,693,000 | 8.86% |
| Apple Inc |
Opened
73,753
|
$13,096,000 | 8.47% |
| Microsoft Corporation |
Opened
13,235
|
$4,451,000 | 2.88% |
| AT&T Inc. |
Opened
140,195
|
$3,448,000 | 2.23% |
| Home Depot, Inc. |
Opened
7,913
|
$3,284,000 | 2.12% |
| Procter & Gamble Co. |
Opened
19,609
|
$3,208,000 | 2.07% |
| Johnson & Johnson |
Opened
17,803
|
$3,046,000 | 1.97% |
| Lowes Cos Inc |
Opened
11,230
|
$2,903,000 | 1.88% |
| Mcdonalds Corp |
Opened
10,607
|
$2,843,000 | 1.84% |
| Pfizer Inc. |
Opened
45,433
|
$2,683,000 | 1.74% |
| Exxon Mobil Corp. |
Opened
43,100
|
$2,637,000 | 1.71% |
| Verizon Communications Inc |
Opened
49,550
|
$2,574,000 | 1.66% |
| Norfolk Southern Corp. |
Opened
7,507
|
$2,235,000 | 1.45% |
| Chevron Corp. |
Opened
16,928
|
$1,987,000 | 1.29% |
| Nike, Inc. |
Opened
11,710
|
$1,952,000 | 1.26% |
| J P Morgan Chase & Co |
Opened
11,907
|
$1,886,000 | 1.22% |
| Iron Mtn Inc New |
Opened
33,840
|
$1,771,000 | 1.15% |
| Walt Disney Co (The) |
Opened
11,308
|
$1,752,000 | 1.13% |
| Evergy Inc |
Opened
25,463
|
$1,747,000 | 1.13% |
| Walmart Stores Inc |
Opened
11,966
|
$1,731,000 | 1.12% |
| Spdr Trust Series 1 |
Opened
3,500
|
$1,662,000 | 1.07% |
| Ford Motor Co. |
Opened
75,292
|
$1,564,000 | 1.01% |
| Coca-Cola Co |
Opened
24,918
|
$1,475,000 | 0.95% |
| Pepsico Inc |
Opened
8,383
|
$1,456,000 | 0.94% |
| Unitedhealth Group Inc |
Opened
2,415
|
$1,213,000 | 0.78% |
| Eaton Corp Plc |
Opened
6,888
|
$1,191,000 | 0.77% |
| Accenture plc |
Opened
2,855
|
$1,184,000 | 0.77% |
| AMGEN Inc. |
Opened
4,937
|
$1,111,000 | 0.72% |
| Merck & Co Inc |
Opened
14,441
|
$1,106,000 | 0.72% |
| NetFlix Inc |
Opened
1,830
|
$1,102,000 | 0.71% |
| Wells Fargo & Co. |
Opened
22,707
|
$1,090,000 | 0.70% |
| Altria Group Inc. |
Opened
22,828
|
$1,082,000 | 0.70% |
| Texas Instrs Inc |
Opened
5,719
|
$1,078,000 | 0.70% |
| Danaher Corp. |
Opened
3,214
|
$1,057,000 | 0.68% |
| Visa Inc |
Opened
4,775
|
$1,035,000 | 0.67% |
| Berkshire Hathaway Inc. |
Opened
3,446
|
$1,030,000 | 0.67% |
| Philip Morris International Inc |
Opened
10,621
|
$1,009,000 | 0.65% |
| Caterpillar Inc. |
Opened
4,875
|
$1,008,000 | 0.65% |
| Amazon.com Inc. |
Opened
289
|
$963,000 | 0.62% |
| Conocophillips |
Opened
13,225
|
$954,000 | 0.62% |
| Cisco Sys Inc Com |
Opened
14,817
|
$939,000 | 0.61% |
| International Business Machines Corp. |
Opened
7,029
|
$939,000 | 0.61% |
| Cigna Corp. |
Opened
3,751
|
$861,000 | 0.56% |
| Union Pac Corp |
Opened
3,380
|
$852,000 | 0.55% |
| Ark Innovation Etf |
Opened
8,675
|
$821,000 | 0.53% |
| S&P Global Inc |
Opened
1,739
|
$821,000 | 0.53% |
| Abbvie Inc |
Opened
6,006
|
$813,000 | 0.53% |
| V F Corp |
Opened
10,471
|
$766,000 | 0.50% |
| Alphabet Inc |
Opened
262
|
$758,000 | 0.49% |
| Bristol-Myers Squibb Co. |
Opened
11,919
|
$743,000 | 0.48% |
| Starbucks Corp. |
Opened
6,167
|
$721,000 | 0.47% |
| Raytheon Technologies Corporation |
Opened
8,061
|
$693,000 | 0.45% |
| Intel Corp. |
Opened
13,250
|
$683,000 | 0.44% |
| Target Corp |
Opened
2,914
|
$674,000 | 0.44% |
| Alphabet Inc |
Opened
231
|
$670,000 | 0.43% |
| Fiserv, Inc. |
Opened
6,400
|
$664,000 | 0.43% |
| Intuit Inc |
Opened
1,000
|
$643,000 | 0.42% |
| Abbott Labs |
Opened
4,558
|
$641,000 | 0.41% |
| American Express Co. |
Opened
3,756
|
$614,000 | 0.40% |
| Costco Whsl Corp New |
Opened
1,082
|
$614,000 | 0.40% |
| The Southern Co. |
Opened
8,950
|
$614,000 | 0.40% |
| Weyerhaeuser Co. |
Opened
14,738
|
$607,000 | 0.39% |
| Dominion Energy Inc |
Opened
7,710
|
$606,000 | 0.39% |
| Kohls Corp |
Opened
12,211
|
$603,000 | 0.39% |
| Cvs Corp |
Opened
5,845
|
$603,000 | 0.39% |
| Huntsman Corp |
Opened
16,709
|
$583,000 | 0.38% |
| NextEra Energy Inc |
Opened
6,118
|
$571,000 | 0.37% |
| Honeywell International Inc |
Opened
2,696
|
$562,000 | 0.36% |
| United Parcel Service, Inc. |
Opened
2,622
|
$562,000 | 0.36% |
| Portland General Electric Co |
Opened
10,589
|
$560,000 | 0.36% |
| Duke Energy Corp. |
Opened
5,234
|
$549,000 | 0.36% |
| American Tower Corp. |
Opened
1,865
|
$546,000 | 0.35% |
| Deere & Co. |
Opened
1,480
|
$507,000 | 0.33% |
| Marathon Petroleum Corp |
Opened
7,778
|
$497,000 | 0.32% |
| Corning, Inc. |
Opened
12,602
|
$469,000 | 0.30% |
| Fi Enhanced Large Cap Growth |
Opened
528
|
$458,000 | 0.30% |
| Automatic Data Processing Inc. |
Opened
1,852
|
$457,000 | 0.30% |
| Emerson Electric Co. |
Opened
4,886
|
$454,000 | 0.29% |
| Becton Dickinson & Co |
Opened
1,801
|
$453,000 | 0.29% |
| Berkshire Hathaway Inc. |
Opened
1
|
$451,000 | 0.29% |
| Discover Financial Services |
Opened
3,900
|
$451,000 | 0.29% |
| Ishares Dow Jones Select Dividend Index Fund |
Opened
3,579
|
$439,000 | 0.28% |
| Nucor Corp. |
Opened
3,774
|
$431,000 | 0.28% |
| Albemarle Corp. |
Opened
1,800
|
$421,000 | 0.27% |
| General Electric Co. |
Opened
4,460
|
$421,000 | 0.27% |
| Church & Dwight Co., Inc. |
Opened
4,000
|
$410,000 | 0.27% |
| Capitol Federal Financial |
Opened
35,695
|
$404,000 | 0.26% |
| L3Harris Technologies Inc |
Opened
1,882
|
$401,000 | 0.26% |
| Salesforce.Com Inc |
Opened
1,569
|
$399,000 | 0.26% |
| Comcast Corp Cl A |
Opened
7,826
|
$394,000 | 0.25% |
| Oracle Corp. |
Opened
4,469
|
$389,000 | 0.25% |
| Bank of America Corporation |
Opened
8,692
|
$387,000 | 0.25% |
| Intercontinental Exchange Inc |
Opened
2,830
|
$387,000 | 0.25% |
| Oneok Inc. |
Opened
6,492
|
$381,000 | 0.25% |
| Dow Inc |
Opened
6,631
|
$376,000 | 0.24% |
| Kimberly-Clark Corp. |
Opened
2,602
|
$372,000 | 0.24% |
| Northrop Grumman Corp. |
Opened
920
|
$356,000 | 0.23% |
| Novo-nordisk A/s Adr |
Opened
3,110
|
$348,000 | 0.23% |
| Baxter International Inc. |
Opened
4,026
|
$346,000 | 0.22% |
| Ark Genomic Revolution Etf |
Opened
5,440
|
$333,000 | 0.22% |
| Ares Management Lp |
Opened
4,090
|
$332,000 | 0.21% |
| DuPont de Nemours Inc |
Opened
3,998
|
$323,000 | 0.21% |
| Mondelez International Inc. |
Opened
4,822
|
$320,000 | 0.21% |
| Virtus Allianzgi Equity & Conv Income Fd |
Opened
10,618
|
$320,000 | 0.21% |
| Southwest Airls Co |
Opened
7,317
|
$313,000 | 0.20% |
| Edwards Lifescience Corp |
Opened
2,400
|
$311,000 | 0.20% |
| Medtronic Plc |
Opened
2,923
|
$302,000 | 0.20% |
| Waste Mgmt Inc Del |
Opened
1,800
|
$300,000 | 0.19% |
| Ameren Corp. |
Opened
3,340
|
$297,000 | 0.19% |
| Hanover Insurance Group Inc |
Opened
2,247
|
$295,000 | 0.19% |
| Metlife Inc |
Opened
4,604
|
$288,000 | 0.19% |
| CSX Corp. |
Opened
7,536
|
$283,000 | 0.18% |
| 3M Co. |
Opened
1,568
|
$279,000 | 0.18% |
| Lilly Eli & Co |
Opened
1,000
|
$276,000 | 0.18% |
| Bunge Limited |
Opened
2,940
|
$275,000 | 0.18% |
| Citigroup Inc |
Opened
4,489
|
$271,000 | 0.18% |
| Lexington Realty Trust |
Opened
16,822
|
$263,000 | 0.17% |
| Glaxosmithkline Plc Sponsored Adr |
Opened
5,821
|
$257,000 | 0.17% |
| Exelon Corp. |
Opened
4,378
|
$253,000 | 0.16% |
| Zimmer Biomet Holdings Inc |
Opened
1,943
|
$247,000 | 0.16% |
| Leggett & Platt, Inc. |
Opened
5,924
|
$244,000 | 0.16% |
| Xcel Energy Inc. |
Opened
3,559
|
$241,000 | 0.16% |
| American Water Works Co. Inc. |
Opened
1,230
|
$232,000 | 0.15% |
| Owens Corning |
Opened
2,560
|
$232,000 | 0.15% |
| Gilead Sci Inc |
Opened
3,199
|
$232,000 | 0.15% |
| Phillips 66 |
Opened
3,165
|
$229,000 | 0.15% |
| Xilinx, Inc. |
Opened
1,070
|
$227,000 | 0.15% |
| Walgreens Boots Alliance Inc |
Opened
4,336
|
$226,000 | 0.15% |
| Tesla Inc |
Opened
210
|
$222,000 | 0.14% |
| Kinder Morgan Inc |
Opened
13,752
|
$218,000 | 0.14% |
| Enterprise Products Partners Lp |
Opened
9,774
|
$215,000 | 0.14% |
| Kellogg Co |
Opened
3,299
|
$213,000 | 0.14% |
| Conagra Brands Inc |
Opened
6,197
|
$211,000 | 0.14% |
| Allstate Corp (The) |
Opened
1,796
|
$211,000 | 0.14% |
| INVESCO NASDAQ NEXT GEN 100 ETF |
Opened
6,220
|
$209,000 | 0.14% |
| Realty Income Corp. |
Opened
2,850
|
$204,000 | 0.13% |
| Summit Materials Inc |
Opened
4,931
|
$198,000 | 0.13% |
| Novartis Ag Adr |
Opened
2,230
|
$195,000 | 0.13% |
| Us Bancorp |
Opened
3,425
|
$192,000 | 0.12% |
| General Mills, Inc. |
Opened
2,808
|
$189,000 | 0.12% |
| Enbridge Inc |
Opened
4,713
|
$184,000 | 0.12% |
| Northern Tr Corp |
Opened
1,525
|
$182,000 | 0.12% |
| Stryker Corp. |
Opened
680
|
$182,000 | 0.12% |
| Activision Blizzard Inc |
Opened
2,640
|
$176,000 | 0.11% |
| American Elec Pwr Inc |
Opened
1,900
|
$169,000 | 0.11% |
| The Clorox Company |
Opened
967
|
$169,000 | 0.11% |
| Ai Powered Equity Managers Trust Etf |
Opened
4,000
|
$167,000 | 0.11% |
| Goldman Sachs Group, Inc. |
Opened
436
|
$166,000 | 0.11% |
| AllianceBernstein Holding Lp |
Opened
3,245
|
$158,000 | 0.10% |
| MGM Resorts International |
Opened
3,500
|
$157,000 | 0.10% |
| Pioneer Natural Resources Co. |
Opened
845
|
$154,000 | 0.10% |
| Ishares S&p 500 Index Fund |
Opened
321
|
$153,000 | 0.10% |
| Paychex Inc. |
Opened
1,100
|
$150,000 | 0.10% |
| Select Medical Holding Co |
Opened
5,008
|
$147,000 | 0.10% |
| ONE Gas Inc |
Opened
1,828
|
$142,000 | 0.09% |
| Global X Autonomous & Elec Etf |
Opened
4,630
|
$141,000 | 0.09% |
| Halliburton Co. |
Opened
6,150
|
$141,000 | 0.09% |
| Ishares Russell Midcap Value Index Fund |
Opened
1,152
|
$141,000 | 0.09% |
| Mdc Holdings Inc |
Opened
2,410
|
$135,000 | 0.09% |
| Mfc Spdr Dow Jones Industrial Average Etf Tr |
Opened
370
|
$135,000 | 0.09% |
| Amcor Plc |
Opened
11,220
|
$135,000 | 0.09% |
| PPG Industries, Inc. |
Opened
772
|
$133,000 | 0.09% |
| Boeing Co. |
Opened
660
|
$133,000 | 0.09% |
| Yum! Brands Inc |
Opened
940
|
$131,000 | 0.08% |
| Canadian National Railway Co. |
Opened
1,059
|
$130,000 | 0.08% |
| Chubb Limited |
Opened
675
|
$130,000 | 0.08% |
| Takeda Pharmaceutic-sp |
Opened
9,346
|
$128,000 | 0.08% |
| Hunt (jb)transportation Svcs Inc |
Opened
626
|
$128,000 | 0.08% |
| Lockheed Martin Corp. |
Opened
358
|
$127,000 | 0.08% |
| Corteva Inc |
Opened
2,671
|
$126,000 | 0.08% |
| S & T Bancorp, Inc. |
Opened
4,000
|
$126,000 | 0.08% |
| Ishares Russell Midcap Growth |
Opened
1,096
|
$126,000 | 0.08% |
| General Dynamics Corp. |
Opened
601
|
$125,000 | 0.08% |
| Coca Cola European Partners |
Opened
2,210
|
$124,000 | 0.08% |
| Meta Platforms Inc |
Opened
352
|
$119,000 | 0.08% |
| NOV Inc |
Opened
8,620
|
$116,000 | 0.08% |
| Diageo plc |
Opened
528
|
$116,000 | 0.08% |
| Invesco Qqq Trust Series I |
Opened
290
|
$115,000 | 0.07% |
| Fedex Corp |
Opened
435
|
$113,000 | 0.07% |
| Artisan Partners Asset Ma-a |
Opened
2,285
|
$109,000 | 0.07% |
| Masco Corp. |
Opened
1,550
|
$109,000 | 0.07% |
| NVIDIA Corp |
Opened
368
|
$108,000 | 0.07% |
| Firstenergy Corp. |
Opened
2,582
|
$107,000 | 0.07% |
| Ishares Russell 2000 Value Index Fund |
Opened
644
|
$107,000 | 0.07% |
| Republic Services, Inc. |
Opened
750
|
$105,000 | 0.07% |
| Nuveen Preferred Income Opportunities Fund |
Opened
10,746
|
$105,000 | 0.07% |
| Old Rep Intl Corp |
Opened
4,144
|
$102,000 | 0.07% |
| Ameriprise Financial Inc |
Opened
332
|
$100,000 | 0.06% |
| Toyota Motor Corporation |
Opened
526
|
$97,000 | 0.06% |
| Lamb Weston Holding Inc |
Opened
1,497
|
$95,000 | 0.06% |
| First Tr Multi Asset Diversified Income Index |
Opened
5,700
|
$95,000 | 0.06% |
| Ubiquiti Inc |
Opened
310
|
$95,000 | 0.06% |
| Evoqua Water Technologies Corp |
Opened
2,000
|
$94,000 | 0.06% |
| Xylem Inc |
Opened
780
|
$94,000 | 0.06% |
| Nxp Semiconductors |
Opened
400
|
$91,000 | 0.06% |
| Ishares Edge Msci Usa Value Etf |
Opened
819
|
$90,000 | 0.06% |
| Estee Lauder Cl A |
Opened
241
|
$89,000 | 0.06% |
| Welltower Inc |
Opened
1,000
|
$86,000 | 0.06% |
| Micron Technology Inc. |
Opened
920
|
$86,000 | 0.06% |
| Kimco Realty Corp. |
Opened
3,395
|
$84,000 | 0.05% |
| KeyCorp |
Opened
3,591
|
$83,000 | 0.05% |
| Eversource Energy |
Opened
907
|
$83,000 | 0.05% |
| Darling Ingredients Inc |
Opened
1,200
|
$83,000 | 0.05% |
| Astrazeneca Plc Adr |
Opened
1,399
|
$81,000 | 0.05% |
| Ishares S&p 500 Growth Index Fund |
Opened
956
|
$80,000 | 0.05% |
| Morgan Stanley Com New |
Opened
811
|
$80,000 | 0.05% |
| Otis Worldwide Corporation |
Opened
918
|
$80,000 | 0.05% |
| Ishares Russell 1000 Value |
Opened
469
|
$79,000 | 0.05% |
| Twitter Inc |
Opened
1,814
|
$78,000 | 0.05% |
| Nuveen Floating Rate Income |
Opened
7,618
|
$77,000 | 0.05% |
| Oge |
Opened
2,000
|
$77,000 | 0.05% |
| Ishares Russell 1000 Growth |
Opened
250
|
$76,000 | 0.05% |
| Cardinal Health, Inc. |
Opened
1,452
|
$75,000 | 0.05% |
| Redwood Trust Inc. |
Opened
5,694
|
$75,000 | 0.05% |
| Ubs Fi Enhanced Europe 50 |
Opened
357
|
$75,000 | 0.05% |
| TJX Companies, Inc. |
Opened
982
|
$75,000 | 0.05% |
| Nuveen Multi-strategy Income & Growth Fund 2 |
Opened
11,094
|
$72,000 | 0.05% |
| Ishares Core International Stock Etf |
Opened
1,020
|
$72,000 | 0.05% |
| Marriott International, Inc. |
Opened
430
|
$71,000 | 0.05% |
| Summit Hotel Properties Inc |
Opened
7,211
|
$71,000 | 0.05% |
| Enphase Energy Inc |
Opened
380
|
$70,000 | 0.05% |
| Ark Autonomous Technology & Robotics Etf |
Opened
900
|
$69,000 | 0.04% |
| Bank New York Mellon Corp |
Opened
1,170
|
$68,000 | 0.04% |
| Plains All American Pipeline LP |
Opened
7,333
|
$68,000 | 0.04% |
| Thermo Fisher Scientific Inc. |
Opened
100
|
$67,000 | 0.04% |
| Nuveen Quality Preferred Ii |
Opened
6,837
|
$66,000 | 0.04% |
| Arrow Electrs Inc |
Opened
483
|
$65,000 | 0.04% |
| Invesco Value Municipal Inco |
Opened
3,714
|
$63,000 | 0.04% |
| Sysco Corp. |
Opened
805
|
$63,000 | 0.04% |
| TE Connectivity Ltd |
Opened
390
|
$63,000 | 0.04% |
| MiMedx Group, Inc |
Opened
10,300
|
$62,000 | 0.04% |
| Huntington Bancshares, Inc. |
Opened
4,006
|
$62,000 | 0.04% |
| Mastercard Incorporated |
Opened
170
|
$61,000 | 0.04% |
| Nuveen Muni High Income Opportunity Fund |
Opened
3,992
|
$60,000 | 0.04% |
| Envista Holdings Corp |
Opened
1,314
|
$59,000 | 0.04% |
| British American Tobacco Adr |
Opened
1,586
|
$59,000 | 0.04% |
| Ishares S&p Midcap 400 |
Opened
205
|
$58,000 | 0.04% |
| Public Svc Enterprise Group |
Opened
864
|
$58,000 | 0.04% |
| Voya Emerging Mkts High Divid |
Opened
8,022
|
$57,000 | 0.04% |
| Medical Properties Trust Inc |
Opened
2,400
|
$57,000 | 0.04% |
| Agilent Technologies Inc. |
Opened
360
|
$57,000 | 0.04% |
| Eaton Vance Enhanced Equity Income Ii |
Opened
2,299
|
$57,000 | 0.04% |
| Pioneer Mun High Income Fund Inc |
Opened
4,574
|
$56,000 | 0.04% |
| Ishares S&p 500 Value Index Fund |
Opened
355
|
$56,000 | 0.04% |
| Omega Healthcare Investors, Inc. |
Opened
1,893
|
$56,000 | 0.04% |
| Williams Companies Inc |
Opened
2,136
|
$56,000 | 0.04% |
| Ing Groep N.b. Adr |
Opened
3,919
|
$55,000 | 0.04% |
| Western Asset Intermediate |
Opened
5,694
|
$55,000 | 0.04% |
| Eaton Vance Tax Managed Diversified Equity |
Opened
3,625
|
$55,000 | 0.04% |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund |
Opened
1,754
|
$54,000 | 0.03% |
| Triton International Ltd |
Opened
883
|
$53,000 | 0.03% |
| Ishares Msci Eafe Index Fund |
Opened
658
|
$52,000 | 0.03% |
| Hershey Company |
Opened
270
|
$52,000 | 0.03% |
| Blackrock Inc. |
Opened
56
|
$51,000 | 0.03% |
| CDK Global Inc |
Opened
1,179
|
$49,000 | 0.03% |
| First Republic Bank San Francisco Ca |
Opened
238
|
$49,000 | 0.03% |
| Mfs Investment Grade Municipal |
Opened
4,610
|
$48,000 | 0.03% |
| Honda Motor |
Opened
1,680
|
$48,000 | 0.03% |
| Biogen Idec Inc |
Opened
200
|
$48,000 | 0.03% |
| Principal Financial Group Inc |
Opened
655
|
$47,000 | 0.03% |
| Yum China Holdings Inc |
Opened
940
|
$47,000 | 0.03% |
| Tekla Healthcare Invs Sh Ben Int |
Opened
1,926
|
$46,000 | 0.03% |
| Ross Stores, Inc. |
Opened
402
|
$46,000 | 0.03% |
| Nuveen S&p 500 Buy-write Income Fd |
Opened
3,110
|
$46,000 | 0.03% |
| Nuveen Amt Free Muni Credit Income Fund |
Opened
2,558
|
$46,000 | 0.03% |
| Nuveen Muni Credit Income Fund |
Opened
2,648
|
$45,000 | 0.03% |
| Idex Corporation |
Opened
191
|
$45,000 | 0.03% |
| HP Inc |
Opened
1,200
|
$45,000 | 0.03% |
| Vodafone Group Plc - Adr |
Opened
2,996
|
$44,000 | 0.03% |
| United Bankshares, Inc. |
Opened
1,200
|
$44,000 | 0.03% |
| Eog Res Inc |
Opened
500
|
$44,000 | 0.03% |
| Eaton Vance Tax Managed Global Income Fund |
Opened
4,000
|
$43,000 | 0.03% |
| Cohen & Steers Infrastructure Fd |
Opened
1,522
|
$43,000 | 0.03% |
| Equinix Inc |
Opened
50
|
$42,000 | 0.03% |
| Kroger Co. |
Opened
918
|
$42,000 | 0.03% |
| Archer Daniels Midland Co. |
Opened
625
|
$42,000 | 0.03% |
| Vanguard Dividend Appreciation Etf |
Opened
240
|
$41,000 | 0.03% |
| First Solar Inc |
Opened
460
|
$40,000 | 0.03% |
| Bp P.l.c. Adr |
Opened
1,510
|
$40,000 | 0.03% |
| Ares Capital Corp |
Opened
1,880
|
$40,000 | 0.03% |
| Magellan Midstream Partners Lp |
Opened
840
|
$39,000 | 0.03% |
| Consolidated Edison, Inc. |
Opened
460
|
$39,000 | 0.03% |
| Universal Health Realty Income Trust |
Opened
640
|
$38,000 | 0.02% |
| Greif Inc |
Opened
633
|
$38,000 | 0.02% |
| Spdr S&p Midcap 400 Etf |
Opened
70
|
$36,000 | 0.02% |
| Array Technologies, Inc. |
Opened
2,200
|
$35,000 | 0.02% |
| Wells Fargo Multi Sector Income Fund |
Opened
2,567
|
$34,000 | 0.02% |
| Ishares S&p Smallcap 600 |
Opened
300
|
$34,000 | 0.02% |
| Pimco High Income Fund |
Opened
5,500
|
$34,000 | 0.02% |
| Roper Technologies Inc |
Opened
69
|
$34,000 | 0.02% |
| Hsbc Holdings Plc Adr |
Opened
1,108
|
$33,000 | 0.02% |
| Sempra Energy |
Opened
250
|
$33,000 | 0.02% |
| Nutrien Ltd |
Opened
420
|
$32,000 | 0.02% |
| Macy's Inc |
Opened
1,235
|
$32,000 | 0.02% |
| Kraft Heinz Co |
Opened
899
|
$32,000 | 0.02% |
| Nuveen Floating Rate Income Opportunity Fund |
Opened
3,192
|
$32,000 | 0.02% |
| Truist Financial Corporation |
Opened
553
|
$32,000 | 0.02% |
| Newmont Mining Corp |
Opened
500
|
$31,000 | 0.02% |
| Interpublic Group Of Co |
Opened
828
|
$31,000 | 0.02% |
| BlackRock Municipal Income Fund Inc |
Opened
2,000
|
$30,000 | 0.02% |
| Euronet Worldwide Inc |
Opened
249
|
$30,000 | 0.02% |
| Invesco Municipal Trust |
Opened
2,200
|
$30,000 | 0.02% |
| Trimble Inc |
Opened
340
|
$30,000 | 0.02% |
| United Rentals, Inc. |
Opened
90
|
$30,000 | 0.02% |
| Chemours Company |
Opened
841
|
$29,000 | 0.02% |
| Ishares Edge Msci Usa Quality Factor Etf |
Opened
198
|
$29,000 | 0.02% |
| Jazz Pharmaceuticals plc |
Opened
225
|
$29,000 | 0.02% |
| Mckesson Corporation |
Opened
117
|
$29,000 | 0.02% |
| John Hancock Preferred Income Iii |
Opened
1,500
|
$28,000 | 0.02% |
| Teradata Corp |
Opened
650
|
$28,000 | 0.02% |
| Garmin Ltd |
Opened
206
|
$28,000 | 0.02% |
| Manulife Financial Corp (cdn) |
Opened
1,390
|
$27,000 | 0.02% |
| Monroe Cap Corp |
Opened
2,400
|
$27,000 | 0.02% |
| W. P. Carey Inc |
Opened
330
|
$27,000 | 0.02% |
| Wabtec Corp |
Opened
287
|
$26,000 | 0.02% |
| Whirlpool Corp. |
Opened
110
|
$26,000 | 0.02% |
| Ventas Inc |
Opened
500
|
$26,000 | 0.02% |
| Lyondellbasel Industries |
Opened
280
|
$26,000 | 0.02% |
| Franklin Resources, Inc. |
Opened
750
|
$25,000 | 0.02% |
| Hexcel Corp. |
Opened
489
|
$25,000 | 0.02% |
| Spdr Dow Jones International Real Estate |
Opened
713
|
$25,000 | 0.02% |
| Intl Paper Co |
Opened
515
|
$24,000 | 0.02% |
| Crown Castle Intl Corp |
Opened
115
|
$24,000 | 0.02% |
| Ishares U.s. Preferred Stock Etf |
Opened
600
|
$24,000 | 0.02% |
| Federated Hermes Premier Municipal |
Opened
1,520
|
$23,000 | 0.01% |
| Concentrix Corporation |
Opened
126
|
$23,000 | 0.01% |
| Bank Of N.t. Butterfield & Son |
Opened
615
|
$23,000 | 0.01% |
| SEI Investments Co. |
Opened
373
|
$23,000 | 0.01% |
| Public Storage |
Opened
60
|
$22,000 | 0.01% |
| Nuveen Enhanced Amt Free Quality Muni Income |
Opened
1,339
|
$21,000 | 0.01% |
| Autodesk Inc. |
Opened
73
|
$21,000 | 0.01% |
| John Hancock Preferred Income Fund II |
Opened
1,000
|
$21,000 | 0.01% |
| John Hancock Preferred Income Fund |
Opened
1,000
|
$21,000 | 0.01% |
| Stitch Fix Inc |
Opened
1,040
|
$20,000 | 0.01% |
| MFS High Income Municipal Trust |
Opened
4,000
|
$20,000 | 0.01% |
| Hercules Capital Inc |
Opened
1,226
|
$20,000 | 0.01% |
| Viacomcbs Inc Class B |
Opened
660
|
$20,000 | 0.01% |
| National Grid Plc |
Opened
266
|
$19,000 | 0.01% |
| Hewlett Packard Enterprise Co |
Opened
1,200
|
$19,000 | 0.01% |
| Sap Ag |
Opened
136
|
$19,000 | 0.01% |
| Ishares S&p Midcap 400 Value Index Fund |
Opened
176
|
$19,000 | 0.01% |
| Wisdomtree Emerging Markets High Dvd Fund |
Opened
430
|
$19,000 | 0.01% |
| Citrix Sys Inc |
Opened
200
|
$19,000 | 0.01% |
| CME Group Inc |
Opened
85
|
$19,000 | 0.01% |
| Mitsubishi UFJ Financial Group, Inc. |
Opened
3,436
|
$19,000 | 0.01% |
| American Airlines Group Inc |
Opened
1,000
|
$18,000 | 0.01% |
| Simon Property Group, Inc. |
Opened
110
|
$18,000 | 0.01% |
| Cinemark Holdings Inc |
Opened
1,099
|
$18,000 | 0.01% |
| Qualcomm, Inc. |
Opened
97
|
$18,000 | 0.01% |
| Fox Corporation |
Opened
450
|
$17,000 | 0.01% |
| Permian Basin Royalty Trust |
Opened
1,640
|
$17,000 | 0.01% |
| Prudential Financial, Inc. |
Opened
150
|
$16,000 | 0.01% |
| Eaton Vance Tax-mgd Buy-write Opp Fd |
Opened
937
|
$16,000 | 0.01% |
| Donnelley R R & Sons Co |
Opened
1,400
|
$16,000 | 0.01% |
| Steelcase, Inc. |
Opened
1,305
|
$15,000 | 0.01% |
| Flexshare Global Upstream Nat Res Etf |
Opened
379
|
$15,000 | 0.01% |
| Anheuser-busch Inbev |
Opened
243
|
$15,000 | 0.01% |
| PayPal Holdings Inc |
Opened
75
|
$14,000 | 0.01% |
| BlackRock Enhanced Equity Dividend Trust |
Opened
1,364
|
$14,000 | 0.01% |
| Delta Air Lines, Inc. |
Opened
359
|
$14,000 | 0.01% |
| TD Synnex Corp |
Opened
126
|
$14,000 | 0.01% |
| Dell Technologies Inc |
Opened
251
|
$14,000 | 0.01% |
| Wells Fargo Global Dvd Opportunity |
Opened
2,239
|
$13,000 | 0.01% |
| Occidental Pete Corp Del |
Opened
452
|
$13,000 | 0.01% |
| Vmware Inc. |
Opened
110
|
$13,000 | 0.01% |
| Invesco Etf Zacks Multi-asset Income Fund |
Opened
545
|
$13,000 | 0.01% |
| Motorola Solutions Inc |
Opened
49
|
$13,000 | 0.01% |
| Eaton Vance Risk Managed Diversified Equity |
Opened
1,125
|
$12,000 | 0.01% |
| Ishares S&p Smallcap 600 Growth Index Fund |
Opened
86
|
$12,000 | 0.01% |
| Stanley Black & Decker Inc |
Opened
59
|
$11,000 | 0.01% |
| Nuveen Municipal Income Fund |
Opened
1,000
|
$11,000 | 0.01% |
| Ishares S&p Mid-cap 400 Growth Etf |
Opened
132
|
$11,000 | 0.01% |
| Royal Dutch Shell PLC |
Opened
229
|
$10,000 | 0.01% |
| Ishares Msci Eafe Growth Etf |
Opened
89
|
$10,000 | 0.01% |
| Ishares Core Msci Emerging Markets Etf |
Opened
175
|
$10,000 | 0.01% |
| LSI Industries Inc. |
Opened
1,385
|
$10,000 | 0.01% |
| Unilever plc |
Opened
178
|
$10,000 | 0.01% |
| Etracs Wells Fargo Bus Dev Co Index Etn Ser B |
Opened
476
|
$10,000 | 0.01% |
| Barrick Gold Corp. |
Opened
500
|
$10,000 | 0.01% |
| Ishares Edge Msci Min Vol Eafe Etf |
Opened
116
|
$9,000 | 0.01% |
| Annaly Mortgage Management |
Opened
1,016
|
$8,000 | 0.01% |
| Jacobs Engineering Group, Inc. |
Opened
60
|
$8,000 | 0.01% |
| Neuberger Berman Municipal Fund Inc |
Opened
500
|
$8,000 | 0.01% |
| Newell Brands Inc. |
Opened
362
|
$8,000 | 0.01% |
| Clearbridge Energy Midstream |
Opened
304
|
$7,000 | 0.00% |
| Wells Fargo Income Opportunities |
Opened
750
|
$7,000 | 0.00% |
| Donnelley Financial Solution Inc |
Opened
150
|
$7,000 | 0.00% |
| Capital One Financial Corp. |
Opened
50
|
$7,000 | 0.00% |
| Ishares Msci Emerging Market |
Opened
115
|
$6,000 | 0.00% |
| Ishares S&p Smallcap 600 Value Index Fund |
Opened
56
|
$6,000 | 0.00% |
| PBF Energy Inc |
Opened
490
|
$6,000 | 0.00% |
| Eaton Vance Ltd Duration Fund |
Opened
428
|
$6,000 | 0.00% |
| Laboratory Corp. Of America Holdings |
Opened
20
|
$6,000 | 0.00% |
| UBS Group AG |
Opened
310
|
$6,000 | 0.00% |
| Las Vegas Sands Corp |
Opened
125
|
$5,000 | 0.00% |
| Bhp Group Ltd |
Opened
79
|
$5,000 | 0.00% |
| Change Healthcare Inc. |
Opened
228
|
$5,000 | 0.00% |
| Alliance Data Systems Corp |
Opened
60
|
$4,000 | 0.00% |
| First Trust Four Corners Senior Floating Rate |
Opened
312
|
$4,000 | 0.00% |
| 3D Systems Corp. |
Opened
200
|
$4,000 | 0.00% |
| Alliance National Municipal Income Fund, Inc |
Opened
286
|
$4,000 | 0.00% |
| Lumen Technologies, Inc. |
Opened
225
|
$3,000 | 0.00% |
| Ishares Russell 1000 Etf |
Opened
10
|
$3,000 | 0.00% |
| Office Properties Income Tr |
Opened
135
|
$3,000 | 0.00% |
| Blackrock Enhanced Int'l Dividend Trust |
Opened
500
|
$3,000 | 0.00% |
| Viatris Inc. |
Opened
197
|
$3,000 | 0.00% |
| Ishares Russell 2000 Growth |
Opened
8
|
$2,000 | 0.00% |
| Joby Aviation Inc |
Opened
260
|
$2,000 | 0.00% |
| Nustar Energy Lp |
Opened
114
|
$2,000 | 0.00% |
| Spdr S&p Global Natural Resources Etf |
Opened
16
|
$1,000 | 0.00% |
| APA Corporation |
Opened
50
|
$1,000 | 0.00% |
| Invesco Ltd |
Opened
41
|
$1,000 | 0.00% |
| Arconic Rolled Products Corpor |
Opened
41
|
$1,000 | 0.00% |
| Sylvamo Corp Com |
Opened
46
|
$1,000 | 0.00% |
| Alcon, Inc. |
Opened
16
|
$1,000 | 0.00% |
| Micro Focus International Plc Adr |
Opened
113
|
$1,000 | 0.00% |
| Brighthouse Financial, Inc. |
Opened
9
|
$0 | 0.00% |
| Hexo Corp Com Npv |
Opened
408
|
$0 | 0.00% |
| Nokia Corp Sponsored Adr Finland |
Opened
14
|
$0 | 0.00% |
| Occidental Petroleum Corp Wt Expire 08/03/27 |
Opened
65
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 420 holdings | |||
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