Institutional & Family Asset Management, LLC
CIK Number: 0001673815
Main Sectors:
Top Industries:
Filing Date: Invalid Date
| Rank | Symbol | Name | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Tr | 623.97K | -0.08% | 45.32M | 68.62 | 6.93% |
| 2 | VOO | Vanguard Index ... | 85.34K | +6.24% | 42.68M | 343.36 | 6.52% |
| 3 | CCOR | Listed Fd Tr | 1.54M | -4.73% | 38.49M | 28.8 | 5.88% |
| 4 | CCOR | Listed Fd Tr | 1.54M | -4.73% | 38.49M | 28.8 | 5.88% |
| 5 | SPY | Spdr S&P 500 Et... | 64.23K | +2.39% | 34.95M | 418.71 | 5.34% |
| 6 | VYM | Vanguard Whiteh... | 190.21K | -2.29% | 22.56M | 104.44 | 3.45% |
| 7 | IEF | Ishares Tr | 187.67K | +0.82% | 17.58M | 96.36 | 2.69% |
| 8 | IEMG | Ishares Inc | 274.95K | -0.36% | 14.72M | 57.65 | 2.25% |
| 9 | IWM | Ishares Tr | 66K | +2.14K% | 13.39M | 198.92 | 2.05% |
| 10 | IVV | Ishares Tr | 20.41K | -1.64% | 11.17M | 281.23 | 1.71% |
| 11 | AAPL | Apple Inc | 50.42K | +1.38% | 10.62M | 94.62 | 1.62% |
| 12 | PAA | Plains All Amer... | 568.26K | +1.10% | 10.15M | 17.6 | 1.55% |
| 13 | VB | Vanguard Index ... | 46.47K | +3.82% | 10.13M | 201.49 | 1.55% |
| 14 | EFA | Ishares Tr | 129.34K | +2.15K% | 10.13M | 78.19 | 1.55% |
| 15 | IYR | Ishares Tr | 114.84K | +4.20% | 10.08M | 92.74 | 1.54% |
| 16 | XOM | Exxon Mobil Cor... | 87.16K | -1.56% | 10.03M | 75.99 | 1.53% |
| 17 | MSFT | Microsoft Corp | 18.26K | -0.58% | 8.16M | 114.57 | 1.25% |
| 18 | JPM | Jpmorgan Chase ... | 36.56K | -1.36% | 7.4M | 87.47 | 1.13% |
| 19 | WFC | Wells Fargo Co ... | 121.27K | -3.38% | 7.2M | 43.44 | 1.10% |
| 20 | LQD | Ishares Tr | 63.21K | +4.39% | 6.77M | 108.44 | 1.03% |
| 21 | LLY | Eli Lilly & Co | 6.5K | -7.02% | 5.89M | 115.15 | 0.90% |
| 22 | AMGN | Amgen Inc | 18.67K | -1.79% | 5.83M | 185.3 | 0.89% |
| 23 | ELV | Elevance Health... | 10.77K | -2.6% | 5.83M | 280.83 | 0.89% |
| 24 | MRK | Merck & Co Inc | 46.62K | -1.23% | 5.77M | 64.1 | 0.88% |
| 25 | ORCL | Oracle Corp | 39.03K | -5.38% | 5.51M | 55.54 | 0.84% |
| 26 | NEE | Nextera Energy ... | 77.62K | +0.05% | 5.5M | 48.42 | 0.84% |
| 27 | SO | Southern Co | 68.65K | -1.29% | 5.33M | 52.62 | 0.81% |
| 28 | PG | Procter And Gam... | 31.87K | -0.43% | 5.26M | 102.82 | 0.80% |
| 29 | JNJ | Johnson & Johns... | 35.3K | +2.90% | 5.16M | 125.14 | 0.79% |
| 30 | RTX | Rtx Corporation | 50.62K | -4.04% | 5.08M | 68.16 | 0.78% |
| 31 | WM | Waste Mgmt Inc ... | 23.72K | -3.69% | 5.06M | 78.53 | 0.77% |
| 32 | LMT | Lockheed Martin... | 10.75K | -0.2% | 5.02M | 299.51 | 0.77% |
| 33 | APD | Air Prods & Che... | 18.58K | +1.05% | 4.8M | 192.02 | 0.73% |
| 34 | TXN | Texas Instrs In... | 24.61K | -3.95% | 4.79M | 133.47 | 0.73% |
| 35 | ACN | Accenture Plc I... | 15.77K | -1.18% | 4.78M | 201.69 | 0.73% |
| 36 | EMR | Emerson Elec Co | 43.1K | -3% | 4.75M | 59.88 | 0.73% |
| 37 | AFL | Aflac Inc | 51.95K | -2.91% | 4.64M | 39.77 | 0.71% |
| 38 | CVX | Chevron Corp Ne... | 29.58K | -1.72% | 4.63M | 94.23 | 0.71% |
| 39 | GD | General Dynamic... | 15.93K | -3.1% | 4.62M | 250.25 | 0.71% |
| 40 | VZ | Verizon Communi... | 111.98K | -1.62% | 4.62M | 34.83 | 0.71% |
| 41 | TGT | Target Corp | 31.16K | -1.73% | 4.61M | 177.43 | 0.70% |
| 42 | WMT | Walmart Inc | 68.07K | -3.64% | 4.61M | 51.05 | 0.70% |
| 43 | T | At&T Inc | 239.76K | -2.64% | 4.58M | 15.05 | 0.70% |
| 44 | BR | Broadridge Finl... | 23.16K | -2.55% | 4.56M | 101.6 | 0.70% |
| 45 | MS | Morgan Stanley | 46.63K | -2.69% | 4.53M | 57.39 | 0.69% |
| 46 | UNH | Unitedhealth Gr... | 8.85K | -0.58% | 4.51M | 233.59 | 0.69% |
| 47 | KMB | Kimberly-Clark ... | 32.44K | -2.68% | 4.48M | 128.12 | 0.69% |
| 48 | LHX | L3Harris Techno... | 19.59K | -2.77% | 4.4M | 209.47 | 0.67% |
| 49 | CSCO | Cisco Sys Inc | 91.74K | -0.04% | 4.36M | 39.91 | 0.67% |
| 50 | PAYX | Paychex Inc | 36.46K | +0.50% | 4.32M | 72.47 | 0.66% |
| 51 | OXY | Occidental Pete... | 66.84K | -2.56% | 4.21M | 25.73 | 0.64% |
| 52 | MMM | 3M Co | 40.75K | +1.58% | 4.16M | 97.06 | 0.64% |
| 53 | PEP | Pepsico Inc | 25.16K | -0.86% | 4.15M | 120.39 | 0.63% |
| 54 | GS | Goldman Sachs G... | 9.11K | -3.45% | 4.12M | 327.55 | 0.63% |
| 55 | GPC | Genuine Parts C... | 28.71K | -3.44% | 3.97M | 97.58 | 0.61% |
| 56 | CME | Cme Group Inc | 19.93K | -2.86% | 3.92M | 139.73 | 0.60% |
| 57 | ET | Energy Transfer... | 237.27K | 0.00% | 3.85M | 11.99 | 0.59% |
| 58 | DG | Dollar Gen Corp... | 29.1K | -4.26% | 3.85M | 152.12 | 0.59% |
| 59 | ABT | Abbott Labs | 37K | -2.15% | 3.85M | 74.39 | 0.59% |
| 60 | SYY | Sysco Corp | 53.73K | -2.48% | 3.84M | 56.87 | 0.59% |
| 61 | DEO | Diageo Plc | 29.99K | -3.24% | 3.78M | 149.35 | 0.58% |
| 62 | IDV | Ishares Tr | 133.65K | -28.58% | 3.7M | 26.26 | 0.57% |
| 63 | MPLX | Mplx Lp | 86.61K | +12.38% | 3.69M | 35.46 | 0.56% |
| 64 | CMG | Chipotle Mexica... | 58.8K | +1.96M% | 3.68M | 61.89 | 0.56% |
| 65 | EPD | Enterprise Prod... | 125.56K | +4.72% | 3.64M | 26.75 | 0.56% |
| 66 | NSC | Norfolk Southn ... | 16.41K | -4.81% | 3.52M | 155.74 | 0.54% |
| 67 | FDS | Factset Resh Sy... | 8.54K | -3.29% | 3.49M | 248.81 | 0.53% |
| 68 | ITW | Illinois Tool W... | 13.81K | +0.17% | 3.27M | 148.95 | 0.50% |
| 69 | HD | Home Depot Inc | 9.46K | +6.91K% | 3.26M | 335.04 | 0.50% |
| 70 | TRGP | Targa Res Corp | 24.54K | 0.00% | 3.16M | 56.61 | 0.48% |
| 71 | USO | United Sts Oil ... | 39.11K | 0.00% | 3.11M | 74.46 | 0.48% |
| 72 | JEPI | J P Morgan Exch... | 53.14K | +3.78% | 3.01M | 55.02 | 0.46% |
| 73 | QQQ | Invesco Qqq Tr | 5.81K | +22.42% | 2.78M | 322.13 | 0.43% |
| 74 | WES | Western Midstre... | 64.27K | +2.87% | 2.55M | 24.86 | 0.39% |
| 75 | AMZN | Amazon Com Inc | 12.23K | +4.74% | 2.36M | 109.09 | 0.36% |
| 76 | MA | Mastercard Inco... | 5.34K | +4.42% | 2.35M | 159.93 | 0.36% |
| 77 | ISTB | Ishares Tr | 49.51K | -0.49% | 2.35M | 47.16 | 0.36% |
| 78 | XLE | Select Sector S... | 25.68K | +322.01% | 2.34M | 86.32 | 0.36% |
| 79 | IUSB | Ishares Tr | 51.63K | -1.08% | 2.33M | 48.43 | 0.36% |
| 80 | AVGO | Broadcom Inc | 1.25K | -35.52% | 2M | 703.28 | 0.31% |
| 81 | OKE | Oneok Inc New | 23.25K | 0.00% | 1.9M | 63 | 0.29% |
| 82 | HESM | Hess Midstream ... | 48.2K | +24.49% | 1.76M | 33.28 | 0.27% |
| 83 | DVYE | Ishares Inc | 61.8K | -7.65% | 1.68M | 29.06 | 0.26% |
| 84 | HYG | Ishares Tr | 19.2K | -0.23% | 1.48M | 75.97 | 0.23% |
| 85 | UCON | First Tr Exchng... | 59.29K | -0.37% | 1.45M | 24.51 | 0.22% |
| 86 | ACWI | Ishares Tr | 12.29K | 0.00% | 1.38M | 75.66 | 0.21% |
| 87 | GOOG | Alphabet Inc | 7.52K | -4.88% | 1.38M | 102.83 | 0.21% |
| 88 | VXF | Vanguard Index ... | 8.15K | -3.19% | 1.38M | 115.53 | 0.21% |
| 89 | NTES | Netease Inc | 14.15K | 0.00% | 1.35M | 38.18 | 0.21% |
| 90 | META | Meta Platforms ... | 2.65K | -3.95% | 1.34M | 213.79 | 0.20% |
| 91 | BRK-B | Berkshire Hatha... | 3.18K | +12.12% | 1.29M | 197.68 | 0.20% |
| 92 | WMB | Williams Cos In... | 29.79K | 0.00% | 1.27M | 28.21 | 0.19% |
| 93 | BLK | Blackrock Inc | 1.58K | -0.57% | 1.25M | 370.62 | 0.19% |
| 94 | NOC | Northrop Grumma... | 2.71K | 0.00% | 1.18M | 202.92 | 0.18% |
| 95 | CQP | Cheniere Energy... | 24.05K | -28.47% | 1.18M | 43.52 | 0.18% |
| 96 | IAGG | Ishares Tr | 23.36K | -1.84% | 1.17M | 52.53 | 0.18% |
| 97 | MO | Altria Group In... | 24.14K | +0.25% | 1.1M | 57.4 | 0.17% |
| 98 | NKE | Nike Inc | 13.14K | +0.77% | 990.26K | 65.5 | 0.15% |
| 99 | PM | Philip Morris I... | 9.41K | +0.20% | 953.68K | 95.3 | 0.15% |
| 100 | COF | Capital One Fin... | 6.74K | +0.30% | 932.6K | 73.72 | 0.14% |
| 101 | VTV | Vanguard Index ... | 5.63K | -3.16% | 903.95K | 123.66 | 0.14% |
| 102 | NVDA | Nvidia Corporat... | 7.18K | +997.55% | 886.77K | 134.93 | 0.14% |
| 103 | SBUX | Starbucks Corp | 11.28K | -79.74% | 878.14K | 74.63 | 0.13% |
| 104 | VTI | Vanguard Index ... | 3.27K | -1.24% | 875.62K | 181.14 | 0.13% |
| 105 | MCD | Mcdonalds Corp | 3.37K | -80.92% | 859.35K | 153.54 | 0.13% |
| 106 | PSX | Phillips 66 | 6.05K | 0.00% | 853.8K | 85.41 | 0.13% |
| 107 | XLRE | Select Sector S... | 21.59K | +15.17% | 829.18K | 41.96 | 0.13% |
| 108 | RLY | Ssga Active Etf... | 29.2K | -0.83% | 806.69K | 29.72 | 0.12% |
| 109 | SUN | Sunoco Lp/Sunoc... | 13.54K | +100.00% | 765.44K | 56.35 | 0.12% |
| 110 | ESGU | Ishares Tr | 6.24K | -3.08% | 744.09K | 69.65 | 0.11% |
| 111 | VUG | Vanguard Index ... | 1.97K | -0.75% | 737.45K | 188.1 | 0.11% |
| 112 | USRT | Ishares Tr | 11.69K | -0.21% | 626.22K | 50.27 | 0.10% |
| 113 | TSLA | Tesla Inc | 2.85K | +4.70% | 564.75K | 207.24 | 0.09% |
| 114 | LIN | Linde Plc | 1.09K | +1.58% | 480.06K | 380.45 | 0.07% |
| 115 | KWEB | Kraneshares Tru... | 17.74K | -72.8% | 479.44K | 26.84 | 0.07% |
| 116 | PFE | Pfizer Inc | 16.95K | +15.89% | 474.36K | 32.17 | 0.07% |
| 117 | MASI | Masimo Corp | 3.65K | 0.00% | 459.68K | 65.84 | 0.07% |
| 118 | IBM | International B... | 2.56K | +0.20% | 443.03K | 123.77 | 0.07% |
| 119 | AMAT | Applied Matls I... | 1.79K | 0.00% | 421.48K | 54.65 | 0.06% |
| 120 | CARR | Carrier Global ... | 6.36K | 0.00% | 401.14K | 22.22 | 0.06% |
| 121 | PFF | Ishares Tr | 12.61K | +100.00% | 397.88K | 31.28 | 0.06% |
| 122 | CAT | Caterpillar Inc | 1.14K | +0.35% | 378.75K | 150.66 | 0.06% |
| 123 | BHP | Bhp Group Ltd | 6.46K | -3.05% | 368.52K | 59.66 | 0.06% |
| 124 | IWF | Ishares Tr | 977 | -14.97% | 356.13K | 259.44 | 0.05% |
| 125 | ABBV | Abbvie Inc | 2.02K | +25.62% | 346.46K | 109.64 | 0.05% |
| 126 | KO | Coca Cola Co | 5.18K | +24.90% | 329.55K | 55.18 | 0.05% |
| 127 | SDY | Spdr Ser Tr | 2.54K | 0.00% | 323.04K | 118.83 | 0.05% |
| 128 | DHR | Danaher Corpora... | 1.29K | +16.04% | 321.81K | 121.54 | 0.05% |
| 129 | NOBL | Proshares Tr | 3.35K | 0.00% | 321.54K | 75.61 | 0.05% |
| 130 | GOOGL | Alphabet Inc | 1.76K | +49.58% | 321.52K | 126.03 | 0.05% |
| 131 | V | Visa Inc | 1.21K | +41.75% | 318.11K | 178.81 | 0.05% |
| 132 | OTIS | Otis Worldwide ... | 3.16K | 0.00% | 304.18K | 56.86 | 0.05% |
| 133 | SUSB | Ishares Tr | 11.36K | +0.22% | 278.21K | 25.96 | 0.04% |
| 134 | UBER | Uber Technologi... | 3.81K | +7.38% | 276.98K | 40.01 | 0.04% |
| 135 | KMI | Kinder Morgan I... | 13.62K | 0.00% | 270.61K | 19.41 | 0.04% |
| 136 | UNP | Union Pac Corp | 1.2K | +0.67% | 270.45K | 142.89 | 0.04% |
| 137 | AM | Antero Midstrea... | 17.19K | 0.00% | 253.44K | 11.6 | 0.04% |
| 138 | BAC | Bank America Co... | 5.9K | +89.50% | 234.62K | 37.08 | 0.04% |
| 139 | CMCSA | Comcast Corp Ne... | 5.92K | +13.16% | 231.71K | 34.8 | 0.04% |
| 140 | COST | Costco Whsl Cor... | 263 | +22.90% | 223.55K | 443.38 | 0.03% |
| 141 | DIA | Spdr Dow Jones ... | 569 | -3.72% | 222.38K | 270.18 | 0.03% |
| 142 | VEA | Vanguard Tax-Ma... | 4.41K | +17.75% | 218.04K | 45.2 | 0.03% |
| 143 | DUK | Duke Energy Cor... | 2.17K | 0.00% | 217.4K | 76.26 | 0.03% |
| 144 | VO | Vanguard Index ... | 854 | 0.00% | 206.75K | 184.02 | 0.03% |
| 145 | OTTR | Otter Tail Corp | 2.33K | 0.00% | 203.91K | 43.35 | 0.03% |
| 146 | CRBN | Ishares Tr | 1.1K | -2.74% | 201.73K | 165.88 | 0.03% |
| 147 | ESGD | Ishares Tr | 2.49K | -1.81% | 196.22K | 64.75 | 0.03% |
| 148 | DIS | Disney Walt Co | 1.93K | +39.45% | 191.62K | 113.9 | 0.03% |
| 149 | ESML | Ishares Tr | 4.9K | -1.03% | 188.61K | 40.21 | 0.03% |
| 150 | MDT | Medtronic Plc | 2.3K | +63.87% | 181.35K | 80.32 | 0.03% |