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COUNTRY TRUST BANK

CIK 1209324 · 2024-Q4 · 1 filing(s)

Total Portfolio Value

$4.0T

Positions

369

Latest Filing

2024-Q4

Due Diligence Score

Institutional quality assessment based on 13F data

D

42 / 100

Filing Longevity1/30

1 quarters of history

Portfolio Breadth9/25

369 positions

Equity Purity20/20

0 options positions (0.0%)

Concentration Balance12/25

Top-5 = 26.8% of portfolio

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AI Portfolio Analysis

Claude-powered institutional analyst commentary

Portfolio Profile

Relative positioning across key dimensions (0–100)

Top Holdings by Value

Top 30 positions by value

#IssuerClassCUSIPValueShares% PortfolioType
1
NEWFIDELITY TOTAL BOND ETF
ETF - FIXED316188309$268.8B5,991,2756.72%EQ
2
NEWVANGUARD MSCI EAFE ETF
ETF - EQUITY921943858$213.9B4,473,2115.34%EQ
3
NEWNVIDIA CORP COMMON
COMMON STOCK67066G104$208.1B1,549,3255.20%EQ
4
NEWAPPLE COMPUTER COMMON
COMMON STOCK037833100$200.2B799,4975.00%EQ
5
NEWMICROSOFT CORPORATION COMMON
COMMON STOCK594918104$183.0B434,1674.57%EQ
6
NEWAMAZON.COM INC. COMMON
COMMON STOCK023135106$130.0B592,4073.25%EQ
7
NEWVANGUARD S&P 500 INDEX ETF
ETF - EQUITY922908363$117.8B218,5402.94%EQ
8
NEWISHARES CORE TOTAL US BOND
ETF - FIXED464287226$116.8B1,204,8772.92%EQ
9
NEWALPHABET INC CLASS C COMMON
COMMON STOCK02079K107$85.8B450,5862.14%EQ
10
NEWVISA INC COMMON
COMMON STOCK92826C839$83.6B264,6502.09%EQ
11
NEWMETA PLATFORMS INC COMMON
COMMON STOCK30303M102$83.4B142,5152.09%EQ
12
NEWISHARES CORE S&P 500 INDEX ETF
ETF - EQUITY464287200$83.1B141,1712.08%EQ
13
NEWELI LILLY & CO. COMMON
COMMON STOCK532457108$73.2B94,7961.83%EQ
14
NEWISHARES IBOXX INV GR CORP BOND
ETF - FIXED464287242$73.0B682,8661.82%EQ
15
NEWVANGUARD EMERGING MARKETS ETF
ETF - EQUITY922042858$64.6B1,465,9201.61%EQ
16
NEWOVERLAY LARGE CAP EQUITY ETF
ETF - EQUITY53656F805$63.4B1,359,9061.58%EQ
17
NEWAMPHENOL CORP COMMON CLASS A
COMMON STOCK032095101$57.0B820,2721.42%EQ
18
NEWFISERV INC. COMMON
COMMON STOCK337738108$56.7B275,8141.42%EQ
19
NEWASML HOLDING NV ADR
COMMON STOCKN07059210$54.7B78,9211.37%EQ
20
NEWUNITEDHEALTH GROUP INC COMMON
COMMON STOCK91324P102$53.5B105,7501.34%EQ
21
NEWALPHABET INC CLASS A COMMON
COMMON STOCK02079K305$52.5B277,4601.31%EQ
22
NEWJP MORGAN CHASE & CO. COMMON
COMMON STOCK46625H100$51.6B215,1201.29%EQ
23
NEWISHARES RUSSELL MIDCAP INDEX
ETF - EQUITY464287499$50.5B571,0181.26%EQ
24
NEWVANGUARD TOTAL INTERNATIONAL
ETF - FIXED92203J407$48.8B994,0711.22%EQ
25
NEWT MOBILE US INC COMMON
COMMON STOCK872590104$47.1B213,2311.18%EQ
26
NEWHONEYWELL INTERNATIONAL, INC.
COMMON STOCK438516106$44.2B195,4531.10%EQ
27
NEWWAL-MART STORES COMMON
COMMON STOCK931142103$44.1B488,6051.10%EQ
28
NEWPROCTER & GAMBLE COMMON
COMMON STOCK742718109$43.0B256,7791.08%EQ
29
NEWBOOKING HOLDINGS INC COMMON
COMMON STOCK09857L108$41.6B8,3821.04%EQ
30
NEWNORTHROP GRUMMAN CORP. COMMON
COMMON STOCK666807102$41.0B87,4191.03%EQ
31
NEWIQVIA HOLDINGS INC COMMON
COMMON STOCK46266C105$40.2B204,7711.01%EQ
32
NEWMASTEC INC. COMMON
COMMON STOCK576323109$39.2B287,9610.98%EQ
33
NEWDATADOG INC CLASS A COMMON
COMMON STOCK23804L103$38.7B270,7610.97%EQ
34
NEWADOBE SYSTEMS INCORPORATED
COMMON STOCK00724F101$38.3B86,0230.96%EQ
35
NEWAVANTOR INC COMMON
COMMON STOCK05352A100$37.5B1,780,0150.94%EQ
36
NEWCATERPILLAR INC. COMMON
COMMON STOCK149123101$36.8B101,4990.92%EQ
37
NEWCHUBB LIMITED COMMON
COMMON STOCKH1467J104$36.7B132,9930.92%EQ
38
NEWMARKEL GROUP INC COMMON
COMMON STOCK570535104$36.7B21,2820.92%EQ
39
NEWBLACKROCK INC COMMON
COMMON STOCK09290D101$36.6B35,6610.91%EQ
40
NEWEQUINIX INC COMMON
COMMON STOCK29444U700$34.2B36,3190.86%EQ
41
NEWSYSCO CORPORATION COMMON
COMMON STOCK871829107$34.2B447,8470.86%EQ
42
NEWVERTEX PHARMACEUTICALS INC
COMMON STOCK92532F100$33.7B83,6020.84%EQ
43
NEWBLACKSTONE INC COMMON
COMMON STOCK09260D107$33.2B192,5250.83%EQ
44
NEWFORTINET INC COMMON
COMMON STOCK34959E109$33.0B348,8110.82%EQ
45
NEWKNIGHT-SWIFT TRANSPORTATION
COMMON STOCK499049104$31.4B592,3930.79%EQ
46
NEWWEC ENERGY GROUP COMMON
COMMON STOCK92939U106$31.4B333,4190.78%EQ
47
NEWAMERICAN WATER WORKS COMPANY
COMMON STOCK030420103$31.0B248,7730.77%EQ
48
NEWAMERICAN EXPRESS COMMON
COMMON STOCK025816109$30.8B103,7660.77%EQ
49
NEWVANGUARD SMALL CAP ETF
ETF - EQUITY922908751$30.5B126,9650.76%EQ
50
NEWLOWE'S COMPANIES COMMON
COMMON STOCK548661107$30.3B122,6820.76%EQ
51
NEWDOMINOS PIZZA INC COMMON
COMMON STOCK25754A201$29.4B70,0980.74%EQ
52
NEWCHEVRON CORPORATION COMMON
COMMON STOCK166764100$27.9B192,9060.70%EQ
53
NEWFIVE BELOW INC COMMON
COMMON STOCK33829M101$27.7B263,5050.69%EQ
54
NEWISHARES JPMORGAN USD EMERGING
ETF - FIXED464288281$27.4B308,0070.69%EQ
55
NEWINSIGHT ENTERPRISES INC COMMON
COMMON STOCK45765U103$26.4B173,5660.66%EQ
56
NEWCONOCOPHILLIPS COMMON
COMMON STOCK20825C104$26.2B263,7060.65%EQ
57
NEWVALERO ENERGY CORP. COMMON
COMMON STOCK91913Y100$25.3B205,9820.63%EQ
58
NEWVANGUARD MID CAP ETF
ETF - EQUITY922908629$25.1B94,9310.63%EQ
59
NEWFIRST TRUST PREFERRED SECURITIES
ETF - FIXED33739E108$24.8B1,400,3000.62%EQ
60
NEWISHARES RUSSELL 2000 ETF
ETF - EQUITY464287655$24.3B110,1430.61%EQ
61
NEWLINDE PLC NEW COMMON
COMMON STOCKG54950103$24.1B57,6820.60%EQ
62
NEWSPDR INDUSTRIAL SELECT SECT ETF
ETF - EQUITY81369Y704$24.1B182,5900.60%EQ
63
NEWPEPSICO, INC. COMMON
COMMON STOCK713448108$20.7B136,4320.52%EQ
64
NEWALIGN TECHNOLOGY INC COMMON
COMMON STOCK016255101$20.3B97,4290.51%EQ
65
NEWSPDR REAL ESTATE SELECT SECTOR
ETF - EQUITY81369Y860$18.5B454,9050.46%EQ
66
NEWISHARES GLOBAL INFRASTRUCTURE
ETF - EQUITY464288372$18.1B345,8260.45%EQ
67
NEWISHARES S&P US PREFERRED STOCK
ETF - FIXED464288687$17.9B568,9840.45%EQ
68
NEWJOHNSON & JOHNSON COMMON
COMMON STOCK478160104$16.4B113,5350.41%EQ
69
NEWSPDR MATERIALS SELECT SECTOR ETF
ETF - EQUITY81369Y100$15.6B185,3870.39%EQ
70
NEWSPDR CONSUMER DISCRETIONARY ETF
ETF - EQUITY81369Y407$15.1B67,4590.38%EQ
71
NEWSPDR BLACKSTONE GSO SENIOR LOAN
ETF - FIXED78467V608$12.9B310,2710.32%EQ
72
NEWISHARES FALLEN ANGELS USD BOND
ETF - FIXED46435G474$8.2B306,0000.20%EQ
73
NEWISHARES IBOXX HIGH YIELD CORP
ETF - FIXED464288513$7.8B98,6000.19%EQ
74
NEWVANGUARD INTERMEDIATE-TERM CORP
ETF - FIXED92206C870$6.9B86,5000.17%EQ
75
NEWVANGUARD REIT VIPERS ETF
ETF - EQUITY922908553$6.4B71,4310.16%EQ
76
NEWVANGUARD INTERMEDIATE-TERM BOND
ETF - FIXED921937819$5.8B77,0000.14%EQ
77
NEWVANGUARD LONG-TERM BOND INDEX
ETF - FIXED921937793$5.6B81,4430.14%EQ
78
NEWSPDR TECHNOLOGY SECTOR ETF
ETF - EQUITY81369Y803$5.5B23,5080.14%EQ
79
NEWSPDR HEALTHCARE SECTOR ETF
ETF - EQUITY81369Y209$5.2B37,7220.13%EQ
80
NEWVANGUARD GLOBAL EX US REAL
ETF - EQUITY922042676$4.9B124,3230.12%EQ
81
NEWFIRST TRUST MANAGED MUNICIPAL
ETF - TAX-EXEMPT33739N108$4.9B96,1030.12%EQ
82
NEWISHARES S&P NATIONAL MUNI BOND
ETF - TAX-EXEMPT464288414$4.6B43,4170.12%EQ
83
NEWINVESCO TAXABLE MUNICIPAL BOND
ETF - FIXED46138G805$3.7B140,0000.09%EQ
84
NEWISHARES MSCI EAFE INDEX ETF FUND
ETF - EQUITY464287465$2.3B30,3740.06%EQ
85
NEWSPDR S&P 500 ETF TRUST
ETF - EQUITY78462F103$2.0B3,4550.05%EQ
86
NEWMARATHON PETROLEUM CORP COMMON
COMMON STOCK56585A102$2.0B14,2130.05%EQ
87
NEWSPDR COMMUNICATION SERVICES
ETF - EQUITY81369Y852$1.8B18,2710.04%EQ
88
NEWPIMCO DYNAMIC INCOME STRATEGY
CLOSED END FUND - FIXED69346N107$1.2B46,7220.03%EQ
89
NEWBERKSHIRE HATHAWAY INC. CLASS B
COMMON STOCK084670702$1.2B2,6820.03%EQ
90
NEWMARRIOTT INTERNATIONAL INC CLASS
COMMON STOCK571903202$971.8M3,4840.02%EQ
91
NEWTESLA MOTORS INC COMMON
COMMON STOCK88160R101$969.6M2,4010.02%EQ
92
NEWSCHWAB US BROAD MARKET ETF
ETF - EQUITY808524102$868.3M38,2500.02%EQ
93
NEWFIRST TRUST MUNICIPAL HIGH
ETF - TAX-EXEMPT33739P301$852.4M17,6520.02%EQ
94
NEWINVESCO QQQ TRUST SERIES 1 ETF
ETF - EQUITY46090E103$845.6M1,6540.02%EQ
95
NEWVANGUARD GROWTH ETF
ETF - EQUITY922908736$715.5M1,7430.02%EQ
96
NEWNEXTERA ENERGY INC. COMMON
COMMON STOCK65339F101$666.4M9,2960.02%EQ
97
NEWBROADCOM INC COMMON (NEW)
COMMON STOCK11135F101$658.4M2,8400.02%EQ
98
NEW3M CO COMMON
COMMON STOCK88579Y101$646.0M5,0040.02%EQ
99
NEWIBM COMMON
COMMON STOCK459200101$596.4M2,7130.01%EQ
100
NEWSPDR FINANCIAL SELECT ETF
ETF - EQUITY81369Y605$593.1M12,2710.01%EQ
101
NEWSPDR ENERGY SELECT ETF
ETF - EQUITY81369Y506$588.0M6,8640.01%EQ
102
NEWSOUTHERN COMPANY COMMON
COMMON STOCK842587107$587.6M7,1380.01%EQ
103
NEWEMERSON ELECTRIC COMMON
COMMON STOCK291011104$479.1M3,8660.01%EQ
104
NEWABBOTT LABORATORIES COMMON
COMMON STOCK002824100$425.5M3,7620.01%EQ
105
NEWHOME DEPOT COMMON
COMMON STOCK437076102$408.8M1,0510.01%EQ
106
NEWBOSTON SCIENTIFIC CORP. COMMON
COMMON STOCK101137107$405.2M4,5370.01%EQ
107
NEWISHARES RUSSELL 1000 GROWTH ETF
ETF - EQUITY464287614$398.8M9930.01%EQ
108
NEWGENTEX CORPORATION COMMON
COMMON STOCK371901109$389.0M13,5410.01%EQ
109
NEWISHARES CORE MSCI EMERGING MKTS
ETF - EQUITY46434G103$352.4M6,7480.01%EQ
110
NEWDANAHER CORP. COMMON
COMMON STOCK235851102$339.5M1,4790.01%EQ
111
NEWUNITED PARCEL SERVICE INC CL B
COMMON STOCK911312106$330.6M2,6220.01%EQ
112
NEWCOCA-COLA COMMON
COMMON STOCK191216100$300.1M4,8200.01%EQ
113
NEWINTERCONTINENTAL EXCHANGE GRP
COMMON STOCK45866F104$298.0M2,0000.01%EQ
114
NEWSPDR CONSUMER STAPLES ETF
ETF - EQUITY81369Y308$289.9M3,6880.01%EQ
115
NEWRTX CORP COMMON
COMMON STOCK75513E101$283.1M2,4460.01%EQ
116
NEWEXXON MOBIL CORP. COMMON
COMMON STOCK30231G102$277.1M2,5760.01%EQ
117
NEWAMERICAN ELECTRIC POWER COMMON
COMMON STOCK025537101$276.7M3,0000.01%EQ
118
NEWVISTRA CORP COMMON
COMMON STOCK92840M102$275.5M1,9980.01%EQ
119
NEWAT&T INC. NEW COMMON
COMMON STOCK00206R102$272.9M11,9830.01%EQ
120
NEWAMGEN INC. COMMON
COMMON STOCK031162100$268.2M1,0290.01%EQ
121
NEWSTIFEL FINANCIAL CORP COMMON
COMMON STOCK860630102$238.7M2,2500.01%EQ
122
NEWEATON CORP NEW COMMON
COMMON STOCKG29183103$238.6M7190.01%EQ
123
NEWNORTHERN TRUST CORP. COMMON
COMMON STOCK665859104$225.5M2,2000.01%EQ
124
NEWPIMCO DYNAMIC INCOME CEF
CLOSED END FUND - FIXED72201Y101$225.2M12,2770.01%EQ
125
NEWVANGUARD TOTAL STOCK MARKET ETF
ETF - EQUITY922908769$224.0M7730.01%EQ
126
NEWVERIZON COMMUNICATIONS COMMON
COMMON STOCK92343V104$215.0M5,3770.01%EQ
127
NEWORACLE CORPORATION COMMON
COMMON STOCK68389X105$205.1M1,2310.01%EQ
128
NEWDUKE ENERGY CORP. NEW COMMON
COMMON STOCK26441C204$197.2M1,8300.00%EQ
129
NEWUNION PACIFIC COMMON
COMMON STOCK907818108$195.9M8590.00%EQ
130
NEWCSX CORPORATION COMMON
COMMON STOCK126408103$193.6M6,0000.00%EQ
131
NEWILLINOIS TOOL WORKS COMMON
COMMON STOCK452308109$185.6M7320.00%EQ
132
NEWISHARES RUSSELLL MID CAP VALUE
ETF - EQUITY464287473$185.0M1,4300.00%EQ
133
NEWAMEREN CORPORATION COMMON
COMMON STOCK023608102$177.7M1,9930.00%EQ
134
NEWACCENTURE PLC COMMON
COMMON STOCKG1151C101$169.6M4820.00%EQ
135
NEWDEERE & COMPANY COMMON
COMMON STOCK244199105$169.5M4000.00%EQ
136
NEWABBVIE INC COMMON
COMMON STOCK00287Y109$169.0M9510.00%EQ
137
NEWSPDR UTILITIES SELECT SECTOR ETF
ETF - EQUITY81369Y886$157.4M2,0800.00%EQ
138
NEWREPUBLIC SERVICES INC COMMON
COMMON STOCK760759100$148.1M7360.00%EQ
139
NEWMONDELEZ INT'L INC. A COMMON
COMMON STOCK609207105$143.4M2,4010.00%EQ
140
NEWFULCRUM THERAPEUTICS INC COMMON
COMMON STOCK359616109$141.9M30,1860.00%EQ
141
NEWMERCK & CO INC COMMON (NEW)
COMMON STOCK58933Y105$139.8M1,4050.00%EQ
142
NEWFIRST FINANCIAL CORP COMMON
COMMON STOCK320218100$138.6M3,0000.00%EQ
143
NEWMCDONALD'S CORPORATION COMMON
COMMON STOCK580135101$138.0M4760.00%EQ
144
NEWCISCO SYSTEMS, INC. COMMON
COMMON STOCK17275R102$123.7M2,0900.00%EQ
145
NEWHCA HEALTHCARE INC COMMON
COMMON STOCK40412C101$120.1M4000.00%EQ
146
NEWRLI CORP. COMMON
COMMON STOCK749607107$115.4M7000.00%EQ
147
NEWISHARES S&P SMALL CAP 600 GROWTH
ETF - EQUITY464287887$114.9M8490.00%EQ
148
NEWXCEL ENERGY INC. COMMON
COMMON STOCK98389B100$113.2M1,6770.00%EQ
149
NEWISHARES DJ SELECT DIVIDEND ETF
ETF - EQUITY464287168$105.3M8020.00%EQ
150
NEWCVS CAREMARK CORPORATION COMMON
COMMON STOCK126650100$103.8M2,3120.00%EQ
151
NEWENBRIDGE INC COMMON
COMMON STOCK29250N105$103.4M2,4380.00%EQ
152
NEWISHARES S&P SMALL CAP 600
ETF - EQUITY464287804$99.9M8670.00%EQ
153
NEWCASEY'S GENERAL STORES COMMON
COMMON STOCK147528103$99.1M2500.00%EQ
154
NEWCORTEVA INC COMMON
COMMON STOCK22052L104$91.4M1,6050.00%EQ
155
NEWCAPITAL ONE FINANCIAL CORP
COMMON STOCK14040H105$89.2M5000.00%EQ
156
NEWWALT DISNEY COMMON
COMMON STOCK254687106$87.3M7840.00%EQ
157
NEWVANGUARD VALUE ETF
ETF - EQUITY922908744$85.7M5060.00%EQ
158
NEWPFIZER, INC. COMMON
COMMON STOCK717081103$84.9M3,2000.00%EQ
159
NEWCOSTCO WHOLESALE CORP COMMON
COMMON STOCK22160K105$78.8M860.00%EQ
160
NEWROCKWELL AUTOMATION, INC. COMMON
COMMON STOCK773903109$78.3M2740.00%EQ
161
NEWSOLVENTUM CORP COMMON
COMMON STOCK83444M101$78.2M1,1840.00%EQ
162
NEWCOMCAST CORP CLASS A COMMON
COMMON STOCK20030N101$73.8M1,9670.00%EQ
163
NEWISHARES S&P SMALLCAP 600 VALUE
ETF - EQUITY464287879$71.6M6590.00%EQ
164
NEWPPG INDUSTRIES COMMON
COMMON STOCK693506107$69.6M5830.00%EQ
165
NEWMEDTRONIC PLC COMMON
COMMON STOCKG5960L103$65.2M8160.00%EQ
166
NEWONEOK INC COMMON (NEW)
COMMON STOCK682680103$62.8M6250.00%EQ
167
NEWFEDEX CORPORATION
COMMON STOCK31428X106$61.9M2200.00%EQ
168
NEWVANGUARD MEGACAP 300 ETF
ETF - EQUITY921910873$59.5M2800.00%EQ
169
NEWPUBLIC SERVICE ENTERPRISE GROUP
COMMON STOCK744573106$59.1M7000.00%EQ
170
NEWSTARBUCKS CORPORATION COMMON
COMMON STOCK855244109$56.8M6220.00%EQ
171
NEWMASTERCARD INC COMMON
COMMON STOCK57636Q104$56.3M1070.00%EQ
172
NEWWELLS FARGO COMPANY COMMON
COMMON STOCK949746101$54.6M7780.00%EQ
173
NEWSPDR S&P DIVIDEND ETF
ETF - EQUITY78464A763$51.5M3900.00%EQ
174
NEWPALANTIR TECHNOLOGIES COMMON
COMMON STOCK69608A108$50.9M6730.00%EQ
175
NEWADVANCED MICRO DEVICES COMMON
COMMON STOCK007903107$48.0M3970.00%EQ
176
NEWDUTCH BROS INC CLASS A COMMON
COMMON STOCK26701L100$47.1M9000.00%EQ
177
NEWCME GROUP INC COMMON
COMMON STOCK12572Q105$46.4M2000.00%EQ
178
NEWWASTE MANAGEMENT INC. COMMON
COMMON STOCK94106L109$45.4M2250.00%EQ
179
NEWCHIPOTLE MEXICAN GRILL INC
COMMON STOCK169656105$45.2M7500.00%EQ
180
NEWISHARES 10-20 YEAR TREASURY BOND
ETF - FIXED464288653$44.9M4510.00%EQ
181
NEWCIGNA GROUP NEW COMMON
COMMON STOCK125523100$43.1M1560.00%EQ
182
NEWGOLDMAN SACHS GROUP INC COMMON
COMMON STOCK38141G104$42.9M750.00%EQ
183
NEWVANGUARD TOTAL WORLD STOCK INDEX
ETF - EQUITY922042742$42.2M3590.00%EQ
184
NEWTRAVELERS COMPANIES INC. COMMON
COMMON STOCK89417E109$42.2M1750.00%EQ
185
NEWWYNDHAM HOTELS & RESORTS INC
COMMON STOCK98311A105$40.3M4000.00%EQ
186
NEWAFLAC INC. COMMON
COMMON STOCK001055102$38.5M3720.00%EQ
187
NEWAMERIPRISE FINANCIAL INC. COMMON
COMMON STOCK03076C106$36.7M690.00%EQ
188
NEWSEMPRA ENERGY COMMON
COMMON STOCK816851109$35.3M4020.00%EQ
189
NEWECOLAB INC COMMON
COMMON STOCK278865100$35.1M1500.00%EQ
190
NEWCARRIER GLOBAL CORP COMMON
COMMON STOCK14448C104$34.1M5000.00%EQ
191
NEWCLOROX COMPANY COMMON
COMMON STOCK189054109$33.5M2060.00%EQ
192
NEWEDISON INTERNATIONAL COMMON
COMMON STOCK281020107$31.9M4000.00%EQ
193
NEWUNILEVER PLC SPONSORED ADR
COMMON STOCK904767704$31.9M5630.00%EQ
194
NEWGENERAL MILLS COMMON
COMMON STOCK370334104$31.9M5000.00%EQ
195
NEWDIAGEO PLC COMMON
COMMON STOCK25243Q205$31.8M2500.00%EQ
196
NEWDOW CORPORATION COMMON
COMMON STOCK260557103$31.4M7830.00%EQ
197
NEWPNC FINANCIAL SERVICES GROUP
COMMON STOCK693475105$30.5M1580.00%EQ
198
NEWPAYPAL HOLDINGS INC. COMMON
COMMON STOCK70450Y103$30.5M3570.00%EQ
199
NEWISHARES GLOBAL HEALTHCARE ETF
ETF - EQUITY464287325$30.1M3500.00%EQ
200
NEWENERGY TRANSFER EQUITY LP COMMON
COMMON STOCK29273V100$29.4M1,5000.00%EQ
201
NEWWALGREEN BOOTS ALLIANCE INC
COMMON STOCK931427108$29.1M3,1170.00%EQ
202
NEWLAM RESEARCH CORP. COMMON
COMMON STOCK512807306$28.9M4000.00%EQ
203
NEWBOEING CO COMMON
COMMON STOCK097023105$28.1M1590.00%EQ
204
NEWSCHWAB (CHARLES) CORPORATION
COMMON STOCK808513105$25.9M3500.00%EQ
205
NEWENTERPRISE PRODUCTS PARTNERS
COMMON STOCK293792107$25.9M8250.00%EQ
206
NEWISHARES S&P 100 ETF
ETF - EQUITY464287101$25.4M880.00%EQ
207
NEWPROSHARES S&P MIDCAP 400
ETF - EQUITY74347B680$25.1M3110.00%EQ
208
NEWISHARES 1-5 YEAR INVESTMENT
ETF - FIXED464288646$25.0M4830.00%EQ
209
NEWISHARES MSCI EMERGING MARKETS EX
ETF - EQUITY46434G764$23.5M4240.00%EQ
210
NEWFLEXSHARES INTERNATIONAL QUALITY
ETF - EQUITY33939L837$23.1M9930.00%EQ
211
NEWCOCA COLA CONSOLIDATED COMMON
COMMON STOCK191098102$22.7M180.00%EQ
212
NEWALPS O'SHARES US SMALL CAP
ETF - EQUITY00162Q395$21.6M4950.00%EQ
213
NEWVANGUARD HIGH DIVIDEND YIELD ETF
ETF - EQUITY921946406$21.3M1670.00%EQ
214
NEWSPDR GOLD TRUST ETF
ETF - EQUITY78463V107$21.3M880.00%EQ
215
NEWARCHER DANIELS MIDLAND COMMON
COMMON STOCK039483102$21.2M4200.00%EQ
216
NEWSERVICENOW INC COMMON
COMMON STOCK81762P102$21.2M200.00%EQ
217
NEWFIRST CITIZENS BANCSHARES CL A
COMMON STOCK31946M103$21.1M100.00%EQ
218
NEWBANK OF AMERICA CORP. COMMON
COMMON STOCK060505104$20.9M4760.00%EQ
219
NEWPRUDENTIAL FINANCIAL INC. COMMON
COMMON STOCK744320102$20.9M1760.00%EQ
220
NEWVANGUARD DIVIDEND APPRECIATION
ETF - EQUITY921908844$19.9M1020.00%EQ
221
NEWTHERMO FISHER SCIENTIFIC INC
COMMON STOCK883556102$19.8M380.00%EQ
222
NEWCINTAS CORP COMMON
COMMON STOCK172908105$19.7M1080.00%EQ
223
NEWCRISPR THERAPEUTICS AG COMMON
COMMON STOCKH17182108$19.7M5000.00%EQ
224
NEWISHARES CORE DIVIDEND GROWTH ETF
ETF - EQUITY46434V621$19.6M3200.00%EQ
225
NEWISHARES MSCI USA QUALITY FACTOR
ETF - EQUITY46432F339$19.6M1100.00%EQ
226
NEWTHOR INDUSTRIES INC. COMMON
COMMON STOCK885160101$19.1M2000.00%EQ
227
NEWNOVARTIS AG ADR
COMMON STOCK66987V109$18.9M1940.00%EQ
228
NEWFIRST BUSEY CORP CLASS A COMMON
COMMON STOCK319383204$18.9M8000.00%EQ
229
NEWARM HOLDINGS PLC ADR
COMMON STOCK042068205$18.1M1470.00%EQ
230
NEWKYNDRYL HOLDINGS INC COMMON
COMMON STOCK50155Q100$18.0M5210.00%EQ
231
NEWSKYWORKS SOLUTIONS INC COMMON
COMMON STOCK83088M102$17.7M2000.00%EQ
232
NEWINVESCO S&P 500 QUALITY ETF
ETF - EQUITY46137V241$17.3M2580.00%EQ
233
NEWJPMORGAN US QUALITY FACTOR ETF
ETF - EQUITY46641Q761$17.2M3000.00%EQ
234
NEWBLOCK INC CLASS A COMMON
COMMON STOCK852234103$17.0M2000.00%EQ
235
NEWSUBURBAN PROPANE PARTNERS L.P
COMMON STOCK864482104$16.9M9850.00%EQ
236
NEWPHILIP MORRIS INTERNATIONAL INC.
COMMON STOCK718172109$16.8M1400.00%EQ
237
NEWKLA CORPORATION COMMON
COMMON STOCK482480100$16.4M260.00%EQ
238
NEWVANGUARD HEALTH CARE ETF
ETF - EQUITY92204A504$16.2M640.00%EQ
239
NEWAMPLIFY CWP ENHANCED DIVIDEND
ETF - EQUITY032108409$16.2M4000.00%EQ
240
NEWGLOBAL X US INFRASTRUCTURE
ETF - EQUITY37954Y673$15.8M3900.00%EQ
241
NEWQUALCOMM INC. COMMON
COMMON STOCK747525103$15.4M1000.00%EQ
242
NEWSTRYKER CORP. COMMON
COMMON STOCK863667101$14.8M410.00%EQ
243
NEWMONOLITHIC POWER SYSTEMS INC
COMMON STOCK609839105$14.2M240.00%EQ
244
NEWMODERNA INC COMMON
COMMON STOCK60770K107$13.2M3180.00%EQ
245
NEWWARNER BROS DISCOVERY INC COMMON
COMMON STOCK934423104$12.9M1,2200.00%EQ
246
NEWGLOBAL X MLP ETF
ETF - EQUITY37954Y343$12.5M2530.00%EQ
247
NEWEVERGY INC COMMON
COMMON STOCK30034W106$12.3M2000.00%EQ
248
NEWHORMEL FOODS CORP. COMMON
COMMON STOCK440452100$12.2M3900.00%EQ
249
NEWAIR PRODUCTS & CHEMICALS COMMON
COMMON STOCK009158106$11.9M410.00%EQ
250
NEWTEXTRON, INC. COMMON
COMMON STOCK883203101$11.6M1510.00%EQ
251
NEWFREEPORT-MCMORAN COPPER COMMON
COMMON STOCK35671D857$11.4M3000.00%EQ
252
NEWISHARES BIOTECHNOLOGY ETF
ETF - EQUITY464287556$11.2M850.00%EQ
253
NEWVANGUARD MID CAP VALUE ETF
ETF - EQUITY922908512$11.0M680.00%EQ
254
NEWONE GAS INC COMMON
COMMON STOCK68235P108$10.8M1560.00%EQ
255
NEWALPS MLP ETF
ETF - EQUITY00162Q452$10.6M2200.00%EQ
256
NEWANALOG DEVICES INC COMMON
COMMON STOCK032654105$10.2M480.00%EQ
257
NEWMICRON TECHNOLOGY, INC. COMMON
COMMON STOCK595112103$9.9M1180.00%EQ
258
NEWISHARES BARCLAYS US TREASURY
ETF - FIXED464287176$9.5M890.00%EQ
259
NEWAUTOMATIC DATA PROCESSING COMMON
COMMON STOCK053015103$9.4M320.00%EQ
260
NEWGE AEROSPACE NEW COMMON
COMMON STOCK369604301$9.3M560.00%EQ
261
NEWFIDELITY WISE ORIGIN BITCOIN
ETF - EQUITY315948109$9.3M1140.00%EQ
262
NEWSUPER MICRO COMPUTER INC COMMON
COMMON STOCK86800U302$8.8M2900.00%EQ
263
NEWISHARES CORE S&P MID-CAP ETF
ETF - EQUITY464287507$7.6M1220.00%EQ
264
NEWMCKESSON HBOC INC. COMMON
COMMON STOCK58155Q103$7.4M130.00%EQ
265
NEWABRDN PHYSICAL SILVER SHARES ETF
ETF - EQUITY003264108$6.8M2450.00%EQ
266
NEWOCCIDENTAL PETROLEUM COMMON
COMMON STOCK674599105$6.7M1350.00%EQ
267
NEWGENERAL DYNAMICS COMMON
COMMON STOCK369550108$6.6M250.00%EQ
268
NEWVIATRIS INC COMMON
COMMON STOCK92556V106$6.2M5000.00%EQ
269
NEWEMPIRE STATE REALTY OP LP
COMMON STOCK292102100$6.1M6000.00%EQ
270
NEWISHARES US TECHNOLOGY ETF
ETF - EQUITY464287721$6.1M380.00%EQ
271
NEWL3HARRIS TECHNOLOGIES INC COMMON
COMMON STOCK502431109$5.9M280.00%EQ
272
NEWSALESFORCE INC COMMON
COMMON STOCK79466L302$5.7M170.00%EQ
273
NEWAPI GROUP CORP COMMON STOCK
COMMON STOCK00187Y100$5.4M1500.00%EQ
274
NEWGLOBAL X LITHIUM AND BATTERY
ETF - EQUITY37954Y855$5.4M1320.00%EQ
275
NEWISHARES GLOBAL ENERGY ETF
ETF - EQUITY464287341$5.4M1410.00%EQ
276
NEWGRAINGER (W.W.) INC. COMMON
COMMON STOCK384802104$5.3M50.00%EQ
277
NEWALTRIA GROUP INC. COMMON
COMMON STOCK02209S103$5.2M1000.00%EQ
278
NEWVERALTO CORP COMMON
COMMON STOCK92338C103$5.1M500.00%EQ
279
NEWGLOBAL X ROBOTICS AND ARTIFICIAL
ETF - EQUITY37954Y715$5.0M1570.00%EQ
280
NEWGLOBAL X ARTIFICIAL INTELLIGENCE
ETF - EQUITY37954Y632$4.9M1280.00%EQ
281
NEWFACTSET RESEARCH SYSTEMS INC
COMMON STOCK303075105$4.8M100.00%EQ
282
NEWKINROSS GOLD CORP NEW COMMON
COMMON STOCK496902404$4.6M5000.00%EQ
283
NEWKIMBERLY CLARK COMPANY COMMON
COMMON STOCK494368103$4.5M340.00%EQ
284
NEWTRANE TECHNOLOGIES PLC COMMMON
COMMON STOCKG8994E103$4.4M120.00%EQ
285
NEWGE VERNOVA LLC COMMON
COMMON STOCK36828A101$4.3M130.00%EQ
286
NEWISHARES CORE MSCI EAFE ETF
ETF - EQUITY46432F842$4.2M600.00%EQ
287
NEWPEABODY ENERGY CORP COMMON
COMMON STOCK704551100$4.2M2000.00%EQ
288
NEWRIVIAN AUTOMOTIVE INC CLASS A
COMMON STOCK76954A103$4.1M3100.00%EQ
289
NEWMANULIFE FINANCIAL INC. COMMON
COMMON STOCK56501R106$4.0M1290.00%EQ
290
NEWTAKE-TWO INTERACTIVE SOFTWARE
COMMON STOCK874054109$3.7M200.00%EQ
291
NEWSPDR PORTFOLIO S&P 500 ETF
ETF - EQUITY78464A854$3.7M530.00%EQ
292
NEWLUCID GROUP INC COMMON
COMMON STOCK549498103$3.6M1,2000.00%EQ
293
NEWISHARES MSCI USA MIN VOL FACTOR
ETF - EQUITY46429B697$3.5M390.00%EQ
294
NEWREALTY INCOME CORPORATION COMMON
COMMON STOCK756109104$3.3M620.00%EQ
295
NEWNOVO-NORDISK A/S SPONSORED ADR
COMMON STOCK670100205$3.3M380.00%EQ
296
NEWNASDAQ INC COMMON
COMMON STOCK631103108$3.2M420.00%EQ
297
NEWTERADATA CORP COMMON
COMMON STOCK88076W103$3.1M1000.00%EQ
298
NEWAON PLC COMMON
COMMON STOCKG0403H108$2.9M80.00%EQ
299
NEWCOGNEX CORPORATION COMMON STOCK
COMMON STOCK192422103$2.6M730.00%EQ
300
NEWULTA BEAUTY INC COMMON
COMMON STOCK90384S303$2.6M60.00%EQ
301
NEWINTEL CORPORATION COMMON
COMMON STOCK458140100$2.5M1260.00%EQ
302
NEWS&P GLOBAL INC COMMON
COMMON STOCK78409V104$2.5M50.00%EQ
303
NEWPAYCHEX INC COMMON
COMMON STOCK704326107$2.2M160.00%EQ
304
NEWPHILLIPS 66 COMMON
COMMON STOCK718546104$2.2M190.00%EQ
305
NEWNORFOLK SOUTHERN COMMON
COMMON STOCK655844108$1.9M80.00%EQ
306
NEWWEYERHAEUSER COMPANY COMMON
COMMON STOCK962166104$1.6M570.00%EQ
307
NEWVANGUARD SMALL-CAP VALUE INDEX
ETF - EQUITY922908611$1.6M80.00%EQ
308
NEWISHARES MSCI EAFE VALUE ETF
ETF - EQUITY464288877$1.6M300.00%EQ
309
NEWDOLLAR GENERAL CORP COMMON
COMMON STOCK256677105$1.5M200.00%EQ
310
NEWGE HEALTHCARE TECHNOLOGIES INC
COMMON STOCK36266G107$1.4M180.00%EQ
311
NEWBECTON DICKINSON & CO COMMON
COMMON STOCK075887109$1.4M60.00%EQ
312
NEWTARGET CORP. COMMON
COMMON STOCK87612E106$1.2M90.00%EQ
313
NEWMARSH & MCLENNAN COMMON
COMMON STOCK571748102$1.1M50.00%EQ
314
NEWU.S. BANCORP NEW COMMON
COMMON STOCK902973304$1.0M210.00%EQ
315
NEWCOLGATE-PALMOLIVE COMMON
COMMON STOCK194162103$1.0M110.00%EQ
316
NEWSYNOPSYS INC COMMON
COMMON STOCK871607107$971K20.00%EQ
317
NEWISHARES ESG AWARE MSCI USA ETF
ETF - EQUITY46435G425$902K70.00%EQ
318
NEWNETFLIX INC COMMON
COMMON STOCK64110L106$891K10.00%EQ
319
NEWNIKE INC. CLASS B COMMON
COMMON STOCK654106103$832K110.00%EQ
320
NEWSPDR BLOOMBERG HIGH YIELD BOND
ETF - FIXED78468R622$764K80.00%EQ
321
NEWEVERSOURCE ENERGY COMMON
COMMON STOCK30040W108$747K130.00%EQ
322
NEWNCR ATLEOS CORP COMMON
COMMON STOCK63001N106$746K220.00%EQ
323
NEWALPS O'SHARES GLOBAL INTERNET
ETF - EQUITY00162Q361$736K160.00%EQ
324
NEWAMERICAN TOWER REIT
COMMON STOCK03027X100$734K40.00%EQ
325
NEWPALO ALTO NETWORKS INC COMMON
COMMON STOCK697435105$728K40.00%EQ
326
NEWROYAL CARIBBEAN GROUP LTD COMMON
COMMON STOCKV7780T103$692K30.00%EQ
327
NEWVERTIV HOLDINGS CO CLASS A
COMMON STOCK92537N108$682K60.00%EQ
328
NEWISHARES MSCI EMERGING MARKETS
ETF - EQUITY464287234$669K160.00%EQ
329
NEWSPDR PORTFOLIO S&P 400 MID CAP
ETF - EQUITY78464A847$656K120.00%EQ
330
NEWMETLIFE INC. COMMON
COMMON STOCK59156R108$655K80.00%EQ
331
NEWISHARES US REAL ESTATE ETF
ETF - EQUITY464287739$651K70.00%EQ
332
NEWNCR VOYIX CORP COMMON
COMMON STOCK62886E108$609K440.00%EQ
333
NEWISHARES MSCI EAFE GROWTH ETF
ETF - EQUITY464288885$581K60.00%EQ
334
NEWJABIL INC COMMON
COMMON STOCK466313103$576K40.00%EQ
335
NEWTEXAS INSTRUMENTS COMMON
COMMON STOCK882508104$563K30.00%EQ
336
NEWPURE STORAGE CLASS A COMMON
COMMON STOCK74624M102$553K90.00%EQ
337
NEWCHEMOURS COMPANY COMMON
COMMON STOCK163851108$541K320.00%EQ
338
NEWMANHATTAN ASSOCIATES INC COMMON
COMMON STOCK562750109$540K20.00%EQ
339
NEWTRUIST FINANCIAL CORP COMMON
COMMON STOCK89832Q109$521K120.00%EQ
340
NEWMOODY'S CORP COMMON
COMMON STOCK615369105$473K10.00%EQ
341
NEWMID AMERICAN APARTMENT CMTY INC
COMMON STOCK59522J103$464K30.00%EQ
342
NEWLABCORP HOLDINGS INC COMMON
COMMON STOCK504922105$459K20.00%EQ
343
NEWSPOTIFY TECHNOLOGY SA COMMON
COMMON STOCKL8681T102$447K10.00%EQ
344
NEWPULTE HOMES INC COMMON
COMMON STOCK745867101$436K40.00%EQ
345
NEWISHARES SHORT-TERM NATIONAL MUNI
ETF - TAX-EXEMPT464288158$422K40.00%EQ
346
NEWOCCIDENTAL PETROLEUM WARRANTS
COMMON STOCK674599162$413K150.00%EQ
347
NEWTETRA TECH INC COMMON
COMMON STOCK88162G103$398K100.00%EQ
348
NEWW.R. BERKLEY CORPORATION COMMON
COMMON STOCK084423102$351K60.00%EQ
349
NEWALIBABA GROUP HOLDING ADR
COMMON STOCK01609W102$339K40.00%EQ
350
NEWITRON INC COMMON
COMMON STOCK465741106$326K30.00%EQ
351
NEWPACCAR INC. COMMON
COMMON STOCK693718108$312K30.00%EQ
352
NEWUBER TECHNOLOGIES INC COMMON
COMMON STOCK90353T100$302K50.00%EQ
353
NEWORGANON & CO COMMON
COMMON STOCK68622V106$298K200.00%EQ
354
NEWMOLINA HEALTHCARE INC COMMON
COMMON STOCK60855R100$291K10.00%EQ
355
NEWTOAST INC CLASS A COMMON
COMMON STOCK888787108$255K70.00%EQ
356
NEWWINTRUST FINANCIAL CORP COMMON
COMMON STOCK97650W108$249K20.00%EQ
357
NEWZOOM COMMUNICATIONS INC COMMON
COMMON STOCK98980L101$245K30.00%EQ
358
NEWMGM RESORTS INTERNATIONAL COMMON
COMMON STOCK552953101$243K70.00%EQ
359
NEWKRAFT HEINZ COMPANY COMMON
COMMON STOCK500754106$215K70.00%EQ
360
NEWPROLOGIS INC COMMON
COMMON STOCK74340W103$211K20.00%EQ
361
NEWSLB COMMON
COMMON STOCK806857108$192K50.00%EQ
362
NEWPORTLAND GENERAL ELECTRIC COMMON
COMMON STOCK736508847$174K40.00%EQ
363
NEWMICROCHIP TECHNOLOGY, INC.
COMMON STOCK595017104$172K30.00%EQ
364
NEWOWENS CORNING INC COMMON
COMMON STOCK690742101$170K10.00%EQ
365
NEWTJX COMPANIES INC. COMMON
COMMON STOCK872540109$121K10.00%EQ
366
NEWISHARES S&P 500 GROWTH ETF
ETF - EQUITY464287309$102K10.00%EQ
367
NEWALPINE 4 HOLDINGS INC COMMON
COMMON STOCK02083E204$29K4,3750.00%EQ
368
NEWORION OFFICE REIT INC COMMON
COMMON STOCK68629Y103$22K60.00%EQ
369
NEWAPPLIED DNA SCIENCES, INC.
COMMON STOCK03815U409$010.00%EQ
Fund Intelligence | Institutional Investment Analytics