All 13F Securities

Symbol Name Class of Shares Type
MSFT Microsoft Corp COM Equity
AAPL Apple Inc. COM Equity
AMZN Amazon Com Inc COM Equity
NVDA Nvidia Corp COM Equity
GOOGL Alphabet Inc. CAP STK CL A Equity
META Meta Platforms, Inc. CL A Equity
GOOG Alphabet Inc. CAP STK CL C Equity
LLY ELI LILLY & Co COM Equity
UNH Unitedhealth Group Inc COM Equity
AVGO Broadcom Inc. COM Equity
V Visa Inc. COM CL A Equity
JPM Jpmorgan Chase & Co COM Equity
TSLA Tesla, Inc. COM Equity
MA Mastercard Inc CL A Equity
BRKB Berkshire Hathaway Inc CL B NEW Equity
SPY Spdr S&P 500 Etf Trust TR UNIT Equity
IVV Ishares Tr CORE S&P500 ETF Equity
JNJ Johnson & Johnson COM Equity
XOM Exxon Mobil Corp COM Equity
HD Home Depot, Inc. COM Equity
PG PROCTER & GAMBLE Co COM Equity
ADBE Adobe Inc. COM Equity
MRK Merck & Co., Inc. COM Equity
CRM Salesforce, Inc. COM Equity
COST Costco Wholesale Corp /New COM Equity
CVX Chevron Corp COM Equity
ABBV AbbVie Inc. COM Equity
BAC Bank Of America Corp /De/ COM Equity
KO Coca Cola Co COM Equity
TMO Thermo Fisher Scientific Inc. COM Equity
NFLX Netflix Inc COM Equity
PEP Pepsico Inc COM Equity
AMD Advanced Micro Devices Inc COM Equity
LIN Linde Plc SHS Equity
ACN Accenture plc SHS CLASS A Equity
MCD Mcdonalds Corp COM Equity
INTU Intuit Inc. COM Equity
CSCO Cisco Systems, Inc. COM Equity
CMCSA Comcast Corp CL A Equity
WMT Walmart Inc. COM Equity
ABT Abbott Laboratories COM Equity
INTC Intel Corp COM Equity
VOO Vanguard Index Fds S&P 500 ETF SHS Equity
WFC Wells Fargo & Company/Mn COM Equity
DHR Danaher Corp /De/ COM Equity
TXN Texas Instruments Inc COM Equity
MS Morgan Stanley COM NEW Equity
ORCL Oracle Corp COM Equity
NOW ServiceNow, Inc. COM Equity
SPGI S&P Global Inc. COM Equity
UNP Union Pacific Corp COM Equity
QCOM Qualcomm Inc/De COM Equity
AMGN Amgen Inc COM Equity
PLD Prologis, Inc. COM Equity
AXP American Express Co COM Equity
PM Philip Morris International Inc. COM Equity
COP Conocophillips COM Equity
BKNG Booking Holdings Inc. COM Equity
PFE Pfizer Inc COM Equity
AMAT Applied Materials Inc /De COM Equity
NKE NIKE, Inc. CL B Equity
GE General Electric Co COM NEW Equity
CAT Caterpillar Inc COM Equity
DIS Walt Disney Co COM Equity
SCHW Schwab Charles Corp COM Equity
BA Boeing Co COM Equity
HON Honeywell International Inc COM Equity
ISRG Intuitive Surgical Inc COM NEW Equity
VTI Vanguard Index Fds TOTAL STK MKT Equity
ELV Elevance Health, Inc. COM Equity
UBER Uber Technologies, Inc COM Equity
NEE Nextera Energy Inc COM Equity
VZ Verizon Communications Inc COM Equity
TJX Tjx Companies Inc /De/ COM Equity
BLK BlackRock Inc. COM Equity
VRTX Vertex Pharmaceuticals Inc / Ma COM Equity
RTX RTX Corp COM Equity
AMT American Tower Corp /Ma/ COM Equity
LOW Lowes Companies Inc COM Equity
MDT Medtronic plc SHS Equity
TSM Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS Equity
GS Goldman Sachs Group Inc COM Equity
AGG Ishares Tr CORE US AGGBD ET Equity
IBM International Business Machines Corp COM Equity
SYK Stryker Corp COM Equity
IEFA Ishares Tr CORE MSCI EAFE Equity
LRCX Lam Research Corp COM Equity
QQQ Invesco Qqq Trust, Series 1 UNIT SER 1 Equity
ADI Analog Devices Inc COM Equity
VEA Vanguard Tax Managed Fds VAN FTSE DEV MKT Equity
TMUS T-Mobile US, Inc. COM Equity
GILD Gilead Sciences, Inc. COM Equity
ZTS Zoetis Inc. CL A Equity
MMC Marsh & Mclennan Companies, Inc. COM Equity
UPS United Parcel Service Inc CL B Equity
REGN Regeneron Pharmaceuticals, Inc. COM Equity
LMT Lockheed Martin Corp COM Equity
BMY Bristol Myers Squibb Co COM Equity
CVS CVS HEALTH Corp COM Equity
PGR Progressive Corp/Oh/ COM Equity
ETN Eaton Corp plc SHS Equity
BSX Boston Scientific Corp COM Equity
SBUX Starbucks Corp COM Equity
MDLZ Mondelez International, Inc. CL A Equity
CB Chubb Ltd COM Equity
MU Micron Technology Inc COM Equity
CI Cigna Group COM Equity
DE Deere & Co COM Equity
ADP Automatic Data Processing Inc COM Equity
PANW Palo Alto Networks Inc COM Equity
EQIX Equinix Inc COM Equity
FI Fiserv Inc COM Equity
VTV Vanguard Index Fds VALUE ETF Equity
C Citigroup Inc COM NEW Equity
KLAC Kla Corp COM NEW Equity
T At&T Inc. COM Equity
SNPS Synopsys Inc COM Equity
CME Cme Group Inc. COM Equity
VUG Vanguard Index Fds GROWTH ETF Equity
MCO Moodys Corp /De/ COM Equity
ICE Intercontinental Exchange, Inc. COM Equity
ITW Illinois Tool Works Inc COM Equity
BX Blackstone Inc. COM Equity
EOG Eog Resources Inc COM Equity
CDNS Cadence Design Systems Inc COM Equity
RY Royal Bank Of Canada COM Equity
IWM Ishares Tr RUSSELL 2000 ETF Equity
GD General Dynamics Corp COM Equity
SHW Sherwin Williams Co COM Equity
SLB Schlumberger Limited/Nv COM STK Equity
MELI Mercadolibre Inc COM Equity
SHOP Shopify Inc. CL A Equity
BDX Becton Dickinson & Co COM Equity
BRKA Berkshire Hathaway Inc CL A Equity
APH Amphenol Corp /De/ CL A Equity
TD Toronto Dominion Bank COM NEW Equity
NOC Northrop Grumman Corp /De/ COM Equity
IJH Ishares Tr CORE S&P MCP ETF Equity
WM Waste Management Inc COM Equity
CMG Chipotle Mexican Grill Inc COM Equity
CNI Canadian National Railway Co COM Equity
ASML Asml Holding Nv N Y REGISTRY SHS Equity
LULU lululemon athletica inc. COM Equity
IWF Ishares Tr RUS 1000 GRW ETF Equity
PDD PDD Holdings Inc. SPONSORED ADS Equity
TDG TransDigm Group INC COM Equity
NXPI NXP Semiconductors N.V. COM Equity
CP Canadian Pacific Kansas City Ltd/Cn COM Equity
BND Vanguard Bd Index Fds TOTAL BND MRKT Equity
USB Us Bancorp \De\ COM NEW Equity
ROP Roper Technologies Inc COM Equity
CL Colgate Palmolive Co COM Equity
TGT Target Corp COM Equity
CNQ Canadian Natural Resources Ltd COM Equity
IJR Ishares Tr CORE S&P SCP ETF Equity
IEMG Ishares Inc CORE MSCI EMKT Equity
MCK Mckesson Corp COM Equity
PNC Pnc Financial Services Group, Inc. COM Equity
WDAY Workday, Inc. CL A Equity
HUM Humana Inc COM Equity
APD Air Products & Chemicals, Inc. COM Equity
CSX Csx Corp COM Equity
ANET Arista Networks, Inc. COM Equity
SO Southern Co COM Equity
FCX Freeport Mcmoran Inc CL B Equity
VWO Vanguard Intl Equity Index F FTSE EMR MKT ETF Equity
AON Aon plc SHS CL A Equity
PH Parker Hannifin Corp COM Equity
WELL Welltower Inc. COM Equity
FDX Fedex Corp COM Equity
DUK Duke Energy CORP COM NEW Equity
ORLY O Reilly Automotive Inc COM Equity
DXCM Dexcom Inc COM Equity
ADSK Autodesk, Inc. COM Equity
TT Trane Technologies plc SHS Equity
HCA HCA Healthcare, Inc. COM Equity
COF Capital One Financial Corp COM Equity
CCI Crown Castle Inc. COM Equity
MCHP Microchip Technology Inc COM Equity
HLT Hilton Worldwide Holdings Inc. COM Equity
PYPL PayPal Holdings, Inc. COM Equity
MRVL Marvell Technology, Inc. COM Equity
CARR CARRIER GLOBAL Corp COM Equity
MSI Motorola Solutions, Inc. COM NEW Equity
PSX Phillips 66 COM Equity
PSA Public Storage COM Equity
ABNB Airbnb, Inc. COM CL A Equity
DLR Digital Realty Trust, Inc. COM Equity
KKR KKR & Co. Inc. COM Equity
ECL Ecolab Inc. COM Equity
AIG American International Group, Inc. COM NEW Equity
UBS UBS Group AG SHS Equity
OXY Occidental Petroleum Corp /De/ COM Equity
PXD Pioneer Natural Resources Co COM Equity
SRE Sempra COM Equity
AZO Autozone Inc COM Equity
DHI Horton D R Inc /De/ COM Equity
SPG Simon Property Group Inc /De/ COM Equity
CRWD CrowdStrike Holdings, Inc. CL A Equity
AJG Arthur J. Gallagher & Co. COM Equity