HoldingsChannel.com
All Stocks Held By Ruedi Wealth Management Inc.
As of  12/31/2023, we find all stocks held by Ruedi Wealth Management Inc. to be as follows, presented in the table below with each row detailing each Ruedi Wealth Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Ruedi Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Ruedi Wealth Management Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 2,228,436 +130,488 $65,137
     DFAC2,228,436+130,488$65,137
DIMENSIONAL ETF TRUST (DFCF) 411,580 +45,668 $17,451
     DFCF411,580+45,668$17,451
DIMENSIONAL ETF TRUST (DFUV) 429,931 +4,148 $16,002
     DFUV429,931+4,148$16,002
DIMENSIONAL ETF TRUST (DFUS) 267,299 +5,109 $13,854
     DFUS267,299+5,109$13,854
DIMENSIONAL ETF TRUST (DFAT) 225,200 +14,223 $11,785
     DFAT225,200+14,223$11,785
DIMENSIONAL ETF TRUST (DFAX) 459,392 +11,400 $11,218
     DFAX459,392+11,400$11,218
DIMENSIONAL ETF TRUST (DFIV) 257,654 +16,538 $8,853
     DFIV257,654+16,538$8,853
DIMENSIONAL ETF TRUST (DFIC) 287,825 +60,121 $7,348
     DFIC287,825+60,121$7,348
DIMENSIONAL ETF TRUST (DFSD) 143,741 +61,540 $6,757
     DFSD143,741+61,540$6,757
DIMENSIONAL ETF TRUST (DFAS) 102,067 +7,288 $6,085
     DFAS102,067+7,288$6,085
VANGUARD CHARLOTTE FDS (BNDX) 108,006 +12,047 $5,332
     BNDX108,006+12,047$5,332
DIMENSIONAL ETF TRUST (DFEM) 180,530 +41,121 $4,506
     DFEM180,530+41,121$4,506
DIMENSIONAL ETF TRUST (DFAR) 177,495 +30,035 $4,036
     DFAR177,495+30,035$4,036
APPLE INC 19,974 +6 $3,846
     AAPL19,974+6$3,846
DIMENSIONAL ETF TRUST (DFLV) 111,676 +76,675 $3,021
     DFLV111,676+76,675$3,021
AMERICAN CENTY ETF TR (AVUS) 30,615 -1,075 $2,497
     AVUS30,615-1,075$2,497
DIMENSIONAL ETF TRUST (DISV) 76,208 +15,636 $1,965
     DISV76,208+15,636$1,965
VANGUARD INTL EQUITY INDEX F (VT) 15,608 +111 $1,606
     VT15,608+111$1,606
VANGUARD SCOTTSDALE FDS (VGSH) 22,478 +2,318 $1,311
     VGSH22,478+2,318$1,311
DIMENSIONAL ETF TRUST (DFGP) 22,364 +22,364 $1,191
     DFGP22,364+22,364$1,191
DIMENSIONAL ETF TRUST (DUSB) 22,956 +22,956 $1,155
     DUSB22,956+22,956$1,155
DIMENSIONAL ETF TRUST (DFIS) 39,278 +6,835 $949
     DFIS39,278+6,835$949
VANGUARD BD INDEX FDS (BND) 12,310 +4,068 $905
     BND12,310+4,068$905
VANGUARD INDEX FDS (VNQ) 9,776 +4,089 $864
     VNQ9,776+4,089$864
VANGUARD BD INDEX FDS (VUSB) 16,039 +264 $793
     VUSB16,039+264$793
HOME DEPOT INC 2,284 UNCH $791
     HD2,284UNCH$791
SPDR S&P 500 ETF TR (SPY) 1,589 -151 $755
     SPY1,589-151$755
MICROSOFT CORP 1,851 +60 $696
     MSFT1,851+60$696
VANGUARD BD INDEX FDS (BSV) 7,244 +47 $558
     BSV7,244+47$558
DIMENSIONAL ETF TRUST (DFAI) 16,675 -522 $478
     DFAI16,675-522$478
DIMENSIONAL ETF TRUST (DFSV) 13,832 -1,611 $403
     DFSV13,832-1,611$403
DIMENSIONAL ETF TRUST (DFAE) 16,626 -5,981 $401
     DFAE16,626-5,981$401
ALPHABET INC 2,540 UNCH $358
     GOOG2,540UNCH$358
VANGUARD TAX MANAGED FDS (VEA) 7,401 -250 $355
     VEA7,401-250$355
DIMENSIONAL ETF TRUST (DFSU) 11,189 UNCH $348
     DFSU11,189UNCH$348
INVESCO QQQ TR 813 UNCH $333
     QQQ813UNCH$333
DIMENSIONAL ETF TRUST (DFAU) 9,824 -61 $327
     DFAU9,824-61$327
JPMORGAN CHASE & CO 1,867 +41 $318
     JPM1,867+41$318
AMERICAN CENTY ETF TR (AVEM) 5,510 +1 $311
     AVEM5,510+1$311
EXXON MOBIL CORP 3,092 UNCH $309
     XOM3,092UNCH$309
ALPHABET INC 2,200 UNCH $307
     GOOGL2,200UNCH$307
DIMENSIONAL ETF TRUST (DFGR) 11,787 +3,202 $306
     DFGR11,787+3,202$306
VANGUARD INDEX FDS (VTI) 1,284 -1 $305
     VTI1,284-1$305
AMERICAN CENTY ETF TR (AVUV) 3,051 -504 $274
     AVUV3,051-504$274
MARATHON PETE CORP 1,758 UNCH $261
     MPC1,758UNCH$261
VANGUARD INTL EQUITY INDEX F (VWO) 5,683 -82 $234
     VWO5,683-82$234
AMERICAN CENTY ETF TR (AVLV) 3,582 UNCH $207
     AVLV3,582UNCH$207
UNION PAC CORP 735 UNCH $181
     UNP735UNCH$181
PEPSICO INC 897 +25 $152
     PEP897+25$152
AMERICAN CENTY ETF TR (AVSC) 2,947 UNCH $150
     AVSC2,947UNCH$150
ARCHER DANIELS MIDLAND CO 1,950 UNCH $141
     ADM1,950UNCH$141
SPROTT PHYSICAL GOLD & SILVE 7,009 UNCH $134
     CEF7,009UNCH$134
BERKSHIRE HATHAWAY INC DEL      $129
     BRK.B363UNCH$129
ORACLE CORP 1,165 -330 $123
     ORCL1,165-330$123
TELEFONAKTIEBOLAGET LM ERICS 19,157 -9,141 $121
     ERIC19,157-9,141$121
DUKE ENERGY CORP NEW 1,207 UNCH $117
     DUK1,207UNCH$117
MCDONALDS CORP 386 UNCH $115
     MCD386UNCH$115
BANK AMERICA CORP 3,081 +2 $104
     BAC3,081+2$104
CATERPILLAR INC 319 UNCH $94
     CAT319UNCH$94
SELECT SECTOR SPDR TR (XLK) 490 UNCH $94
     XLK490UNCH$94
SOUTHERN CO 1,329 UNCH $93
     SO1,329UNCH$93
FLEXSHARES TR (ESGG) 588 UNCH $88
     ESGG588UNCH$88
C H ROBINSON WORLDWIDE INC 1,000 UNCH $86
     CHRW1,000UNCH$86
FIRST BUSEY CORP 3,196 -114 $79
     BUSE3,196-114$79
INTEL CORP 1,528 UNCH $77
     INTC1,528UNCH$77
HERSHEY CO 400 UNCH $75
     HSY400UNCH$75
AMAZON COM INC 480 UNCH $73
     AMZN480UNCH$73
ABBVIE INC 439 UNCH $68
     ABBV439UNCH$68
CHEVRON CORP NEW 459 +33 $68
     CVX459+33$68
VANGUARD INDEX FDS (VTV) 455 +1 $68
     VTV455+1$68
GENERAL ELECTRIC CO 506 +443 $65
     GE506+443$65
SCIENCE APPLICATIONS INTL CO 503 UNCH $63
     SAIC503UNCH$63
CISCO SYS INC 1,236 +72 $62
     CSCO1,236+72$62
PHILIP MORRIS INTL INC 650 UNCH $61
     PM650UNCH$61
WALMART INC 389 +26 $61
     WMT389+26$61
NETFLIX INC 116 UNCH $56
     NFLX116UNCH$56
TRANE TECHNOLOGIES PLC 221 UNCH $54
     TT221UNCH$54
DIMENSIONAL ETF TRUST (DFAW) 965 +965 $53
     DFAW965+965$53
ABBOTT LABS 475 +46 $52
     ABT475+46$52
EVERGY INC 1,000 UNCH $52
     EVRG1,000UNCH$52
HORMEL FOODS CORP 1,600 UNCH $51
     HRL1,600UNCH$51
BLACKSTONE INC 375 UNCH $49
     BX375UNCH$49
AMERICAN CENTY ETF TR (AVIV) 929 UNCH $48
     AVIV929UNCH$48
ISHARES TR (IVW) 643 +599 $48
     IVW643+599$48
PUTNAM MANAGED MUN INCOME TR 7,164 UNCH $44
     PMM7,164UNCH$44
VANGUARD INDEX FDS (VBR) 247 UNCH $44
     VBR247UNCH$44
BRUNSWICK CORP 433 UNCH $42
     BC433UNCH$42
BOEING CO 138 UNCH $36
     BA138UNCH$36
PNC FINL SVCS GROUP INC 233 UNCH $36
     PNC233UNCH$36
QUALCOMM INC 251 UNCH $36
     QCOM251UNCH$36
SCHWAB STRATEGIC TR 654 UNCH $36
     SCHB654UNCH$36
MONDELEZ INTL INC 474 UNCH $34
     MDLZ474UNCH$34
MERCK & CO INC 311 UNCH $34
     MRK311UNCH$34
GALLAGHER ARTHUR J & CO 145 +145 $33
     AJG145+145$33
POOL CORP 80 UNCH $32
     POOL80UNCH$32
NORFOLK SOUTHN CORP 130 +19 $31
     NSC130+19$31
BP PLC 824 UNCH $29
     BP824UNCH$29
JOHNSON & JOHNSON 185 UNCH $29
     JNJ185UNCH$29
SHERWIN WILLIAMS CO 94 -19 $29
     SHW94-19$29
BROADCOM INC 25 UNCH $28
     AVGO25UNCH$28
ISHARES TR (EFG) 286 +286 $28
     EFG286+286$28
ISHARES TR (MUB) 253 +101 $27
     MUB253+101$27
ALTRIA GROUP INC 650 UNCH $26
     MO650UNCH$26
FEDEX CORP 100 UNCH $25
     FDX100UNCH$25
MOTOROLA SOLUTIONS INC 79 UNCH $25
     MSI79UNCH$25
UNITEDHEALTH GROUP INC 48 -73 $25
     UNH48-73$25
ISHARES TR (AGG) 239 +3 $24
     AGG239+3$24
NVIDIA CORPORATION 48 UNCH $24
     NVDA48UNCH$24
COSTCO WHSL CORP NEW 34 +6 $23
     COST34+6$23
DIREXION SHS ETF TR (TNA) 589 +184 $23
     TNA589+184$23
PFIZER INC 723 UNCH $21
     PFE723UNCH$21
ISHARES TR (EFV) 371 +371 $19
     EFV371+371$19
AAON INC 238 -606 $18
     AAON238-606$18
COMCAST CORP NEW 400 +74 $18
     CMCSA400+74$18
GE HEALTHCARE TECHNOLOGIES I 225 +204 $17
     GEHC225+204$17
PROCTER AND GAMBLE CO 119 +26 $17
     PG119+26$17
INTERNATIONAL BUSINESS MACHS 100 UNCH $16
     IBM100UNCH$16
ISHARES TR (IVE) 90 +90 $16
     IVE90+90$16
ISHARES TR (TIP) 151 +1 $16
     TIP151+1$16
INGERSOLL RAND INC 195 UNCH $15
     IR195UNCH$15
LENNAR CORP      $15
     LEN100UNCH$15
     LEN.B2UNCH$0
SPDR SER TR (SPIP) 602 UNCH $15
     SPIP602UNCH$15
VANGUARD INDEX FDS (VOE) 107 +8 $15
     VOE107+8$15
DOMINION ENERGY INC 302 -501 $14
     D302-501$14
FIRST MID ILL BANCSHARES INC (FMBH) 396 UNCH $14
     FMBH396UNCH$14
CORNING INC 444 UNCH $14
     GLW444UNCH$14
ISHARES TR (IJK) 172 +172 $14
     IJK172+172$14
ISHARES TR (IYE) 306 UNCH $14
     IYE306UNCH$14
YUM BRANDS INC 104 +1 $14
     YUM104+1$14
COCA COLA CO 216 UNCH $13
     KO216UNCH$13
METLIFE INC 200 UNCH $13
     MET200UNCH$13
META PLATFORMS INC 36 -171 $13
     META36-171$13
PHILLIPS 66 94 +44 $13
     PSX94+44$13
ISHARES TR (SHV) 120 +2 $13
     SHV120+2$13
ADOBE INC 20 UNCH $12
     ADBE20UNCH$12
CONOCOPHILLIPS 100 UNCH $12
     COP100UNCH$12
FIDELITY COMWLTH TR 198 UNCH $12
     ONEQ198UNCH$12
MOLSON COORS BEVERAGE CO 201 UNCH $12
     TAP201UNCH$12
ISHARES TR (EMB) 127 UNCH $11
     EMB127UNCH$11
US BANCORP DEL 264 +164 $11
     USB264+164$11
DUPONT DE NEMOURS INC 133 UNCH $10
     DD133UNCH$10
SYSCO CORP 134 UNCH $10
     SYY134UNCH$10
TESLA INC 42 UNCH $10
     TSLA42UNCH$10
AMEREN CORP 119 UNCH $9
     AEE119UNCH$9
ALLEGION PLC 71 UNCH $9
     ALLE71UNCH$9
ISHARES TR (ESGU) 89 UNCH $9
     ESGU89UNCH$9
LOWES COS INC 41 -120 $9
     LOW41-120$9
PRUDENTIAL FINL INC 82 UNCH $9
     PRU82UNCH$9
VANGUARD INDEX FDS (VB) 44 UNCH $9
     VB44UNCH$9
SALESFORCE INC 30 UNCH $8
     CRM30UNCH$8
ISHARES TR (ESGD) 109 UNCH $8
     ESGD109UNCH$8
NOVAGOLD RES INC 2,100 UNCH $8
     NG2,100UNCH$8
SMUCKER J M CO 63 UNCH $8
     SJM63UNCH$8
PROSHARES TR (UPRO) 154 -110 $8
     UPRO154-110$8
ZOETIS INC 43 UNCH $8
     ZTS43UNCH$8
DOW INC 133 UNCH $7
     DOW133UNCH$7
ISHARES TR (IJJ) 61 +61 $7
     IJJ61+61$7
ISHARES TR (IJR) 63 +63 $7
     IJR63+63$7
LUMENTUM HLDGS INC 140 UNCH $7
     LITE140UNCH$7
VANGUARD INTL EQUITY INDEX F (VSS) 64 +2 $7
     VSS64+2$7
AFLAC INC 69 +69 $6
     AFL69+69$6
AMERICA MOVIL SAB DE CV 312 UNCH $6
     AMX312UNCH$6
CORTEVA INC 133 UNCH $6
     CTVA133UNCH$6
ILLINOIS TOOL WKS INC 22 +22 $6
     ITW22+22$6
KRAFT HEINZ CO 158 UNCH $6
     KHC158UNCH$6
LINDE PLC 14 +14 $6
     LIN14+14$6
AMGEN INC 19 +19 $5
     AMGN19+19$5
CONSTELLATION ENERGY CORP 42 UNCH $5
     CEG42UNCH$5
DIAGEO PLC 37 UNCH $5
     DEO37UNCH$5
EASTMAN CHEM CO 52 UNCH $5
     EMN52UNCH$5
EXELON CORP 127 UNCH $5
     EXC127UNCH$5
FACTSET RESH SYS INC 10 +10 $5
     FDS10+10$5
FIRSTENERGY CORP 133 UNCH $5
     FE133UNCH$5
GOLDMAN SACHS ETF TR (GBIL) 47 +8 $5
     GBIL47+8$5
HP INC 176 UNCH $5
     HPQ176UNCH$5
AIR PRODS & CHEMS INC 13 +13 $4
     APD13+13$4
BLACKROCK INC 5 +5 $4
     BLK5+5$4
CHUBB LIMITED 19 +19 $4
     CB19+19$4
CSX CORP 111 UNCH $4
     CSX111UNCH$4
DANAHER CORPORATION 18 UNCH $4
     DHR18UNCH$4
GENERAL DYNAMICS CORP 17 +17 $4
     GD17+17$4
L3HARRIS TECHNOLOGIES INC 19 +19 $4
     LHX19+19$4
REGIONS FINANCIAL CORP NEW 206 UNCH $4
     RF206UNCH$4
ISHARES TR (STIP) 40 +4 $4
     STIP40+4$4
AT&T INC 246 UNCH $4
     T246UNCH$4
WASTE MGMT INC DEL 22 -224 $4
     WM22-224$4
AMERICAN CENTY ETF TR (AVDE) 56 +55 $3
     AVDE56+55$3
DTE ENERGY CO 26 UNCH $3
     DTE26UNCH$3
ISHARES INC (EMGF) 62 -1 $3
     EMGF62-1$3
EMERSON ELEC CO 32 +32 $3
     EMR32+32$3
GRAINGER W W INC 4 +4 $3
     GWW4+4$3
HEWLETT PACKARD ENTERPRISE C 176 UNCH $3
     HPE176UNCH$3
ISHARES INC (IEMG) 69 +25 $3
     IEMG69+25$3
ISHARES TR (IWM) 16 UNCH $3
     IWM16UNCH$3
MEDTRONIC PLC 37 +37 $3
     MDT37+37$3
NEXTERA ENERGY INC 47 +47 $3
     NEE47+47$3
OLD REP INTL CORP 100 UNCH $3
     ORI100UNCH$3
RTX CORPORATION 40 UNCH $3
     RTX40UNCH$3
BOSTON BEER INC 10 UNCH $3
     SAM10UNCH$3
SPDR SER TR (TFI) 74 +39 $3
     TFI74+39$3
ACCENTURE PLC IRELAND 6 +6 $2
     ACN6+6$2
AMERICAN WTR WKS CO INC NEW 16 UNCH $2
     AWK16UNCH$2
CRACKER BARREL OLD CTRY STOR 22 UNCH $2
     CBRL22UNCH$2
CARNIVAL CORP 100 UNCH $2
     CCL100UNCH$2
CMS ENERGY CORP 43 +43 $2
     CMS43+43$2
ISHARES INC (ESGE) 68 +1 $2
     ESGE68+1$2
FARMLAND PARTNERS INC 193 UNCH $2
     FPI193UNCH$2
ISHARES TR (ITOT) 21 UNCH $2
     ITOT21UNCH$2
ISHARES TR (IVLU) 70 +2 $2
     IVLU70+2$2
LA Z BOY INC 46 UNCH $2
     LZB46UNCH$2
ORLA MNG LTD NEW 715 UNCH $2
     ORLA715UNCH$2
STARBUCKS CORP 24 UNCH $2
     SBUX24UNCH$2
VANGUARD MALVERN FDS (VTIP) 50 -4 $2
     VTIP50-4$2
VERIZON COMMUNICATIONS INC 61 -66 $2
     VZ61-66$2
CITIGROUP INC 20 UNCH $1
     C20UNCH$1
THE CIGNA GROUP 5 UNCH $1
     CI5UNCH$1
DT MIDSTREAM INC 13 UNCH $1
     DTM13UNCH$1
ISHARES TR (IWN) 6 UNCH $1
     IWN6UNCH$1
J P MORGAN EXCHANGE TRADED F (JPST) 22 +4 $1
     JPST22+4$1
NCR VOYIX CORPORATION 28 UNCH $1
     NCR28UNCH$1
NISOURCE INC 21 UNCH $1
     NI21UNCH$1
OBSIDIAN ENERGY LTD 85 UNCH $1
     OBE85UNCH$1
PARAMOUNT GLOBAL 86 UNCH $1
     PARA86UNCH$1
SCHWAB STRATEGIC TR 61 -26 $1
     SCHH61-26$1
SPDR SER TR (SPYV) 27 UNCH $1
     SPYV27UNCH$1
ISHARES TR (SUSC) 29 UNCH $1
     SUSC29UNCH$1
TERADATA CORP DEL 28 UNCH $1
     TDC28UNCH$1
TCW TRANSFORM ETF TRUST (VOTE) 21 UNCH $1
     VOTE21UNCH$1
VIATRIS INC 75 UNCH $1
     VTRS75UNCH$1
VANGUARD WHITEHALL FDS (VWOB) 12 UNCH $1
     VWOB12UNCH$1
WARNER BROS DISCOVERY INC 59 UNCH $1
     WBD59UNCH$1
YUM CHINA HLDGS INC 28 UNCH $1
     YUMC28UNCH$1
VANGUARD SCOTTSDALE FDS (BNDW) 1 UNCH <$1
     BNDW1UNCH$0
ISHARES TR (ESML) 9 UNCH <$1
     ESML9UNCH$0
ISHARES TR (IEFA) 4 UNCH <$1
     IEFA4UNCH$0
ISHARES TR (INTF) 1 +1 <$1
     INTF1+1$0
KYNDRYL HLDGS INC 20 UNCH <$1
     KD20UNCH$0
NCR ATLEOS CORPORATION 14 +14 <$1
     NATL14+14$0
ORGANON & CO 20 -11 <$1
     OGN20-11$0
ISHARES TR (USRT) 1 -2 <$1
     USRT1-2$0
V F CORP 20 UNCH <$1
     VFC20UNCH$0
VANGUARD WORLD FDS (VGT) 0 UNCH $0
     VGT0UNCH$0
VANGUARD SPECIALIZED FUNDS (VIG) 1 UNCH <$1
     VIG1UNCH$0
VERALTO CORP 6 +6 $0
     VLTO6+6$0
ISHARES TR $0 (exited)
     IWS0-18$0
ISHARES TR $0 (exited)
     LRGF0UNCH$0
MASTERCARD INCORPORATED $0 (exited)
     MA0-117$0
ORMAT TECHNOLOGIES INC $0 (exited)
     ORA0-324$0
SPDR INDEX SHS FDS $0 (exited)
     SPEM0UNCH$0
TYLER TECHNOLOGIES INC $0 (exited)
     TYL0-97$0
VIAVI SOLUTIONS INC $0 (exited)
     VIAV0-700$0
WABTEC 0 -2 $0 (exited)
     WAB0-2$0

See Summary: Ruedi Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Ruedi Wealth Management Inc.

EntityShares/Amount
Change
Position Value
Change
DFGP +22,364+$1,191
DUSB +22,956+$1,155
DFAW +965+$53
AJG +145+$33
EFG +286+$28
EFV +371+$19
IVE +90+$16
IJK +172+$14
IJJ +61+$7
IJR +63+$7
EntityShares/Amount
Change
Position Value
Change
MA -117-$46
TYL -97-$37
ORA -324-$23
VIAV -700-$6
IWS -18-$2
WAB -2$UNCH
SPEM UNCH$UNCH
LRGF UNCH$UNCH
EntityShares/Amount
Change
Position Value
Change
DFAC +130,488+$10,171
DFLV +76,675+$2,153
DFSD +61,540+$2,945
DFIC +60,121+$2,031
DFCF +45,668+$2,679
DFEM +41,121+$1,256
DFAR +30,035+$1,158
DFIV +16,538+$988
DISV +15,636+$525
DFAT +14,223+$2,145
EntityShares/Amount
Change
Position Value
Change
ERIC -9,141-$17
DFAE -5,981-$109
DFSV -1,611+$12
AVUS -1,075+$175
AAON -606-$30
DFAI -522+$29
AVUV -504-$3
D -501-$22
ORCL -330-$35
Size ($ in 1000's)
At 12/31/2023: $211,927
At 09/30/2023: $174,515

Ruedi Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ruedi Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

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