NorthRock Partners, LLC Q3 2023 Filing

Filed October 24, 2023

Portfolio Value

$958.6B

Holdings

354

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (354 positions)

#StockSharesValue% PortfolioType
101
STZCONSTELLATION BRANDS INC
1,002$00.00%
102
USBUS BANCORP DEL
21,310$00.00%
103
SCHWSCHWAB CHARLES CORP
5,265$00.00%
104
EFVISHARES TR
7,097$00.00%
105
TRVTRAVELERS COMPANIES INC
1,560$00.00%
106
KEYSKEYSIGHT TECHNOLOGIES INC
1,702$00.00%
107
ORLYOREILLY AUTOMOTIVE INC
290$00.00%
108
BOXDROPBOX INC
300$00.00%Call
109
VOTVANGUARD INDEX FDS
2,063$00.00%
110
URIUNITED RENTALS INC
548$00.00%
111
WATWATERS CORP
896$00.00%
112
VLOVALERO ENERGY CORP
1,961$00.00%
113
MUMICRON TECHNOLOGY INC
3,144$00.00%
114
HDVISHARES TR
3,554$00.00%
115
DHID R HORTON INC
2,793$00.00%
116
GGRPGLIMPSE GROUP INC
193,478$00.00%
117
DDOMINION ENERGY INC
4,525$00.00%
118
CHTRCHARTER COMMUNICATIONS INC N
630$00.00%
119
CECELANESE CORP DEL
1,713$00.00%
120
NVONOVO-NORDISK A S
2,781$00.00%
121
BNDVANGUARD BD INDEX FDS
3,033$00.00%
122
MRSHMARSH & MCLENNAN COS INC
2,822$00.00%
123
NOWSERVICENOW INC
725$00.00%
124
AG8AGILENT TECHNOLOGIES INC
2,006$00.00%
125
SPEMSPDR INDEX SHS FDS
4,318$00.00%
126
CSXCSX CORP
8,350$00.00%
127
TXNTEXAS INSTRS INC
3,701$00.00%
128
OEFISHARES TR
1,963$00.00%
129
BACVERIZON COMMUNICATIONS INC
30,852$00.00%
130
IVWISHARES TR
7,042$00.00%
131
VBKVANGUARD INDEX FDS
1,328$00.00%
132
MRO*MARATHON OIL CORP
10,084$00.00%
133
ADPAUTOMATIC DATA PROCESSING IN
1,567$00.00%
134
IJRISHARES TR
3,255$00.00%
135
CARRCARRIER GLOBAL CORPORATION
7,158$00.00%
136
TLTDFLEXSHARES TR
3,594$00.00%
137
RTXRTX CORPORATION
11,067$00.00%
138
ALSALLSTATE CORP
2,917$00.00%
139
VEAVANGUARD TAX-MANAGED FDS
8,939$00.00%
140
CVSCVS HEALTH CORP
8,307$00.00%
141
KLACKLA CORP
1,786$00.00%
142
QCOMQUALCOMM INC
4,418$00.00%
143
AMTAMERICAN TOWER CORP NEW
3,559$00.00%
144
SLBSCHLUMBERGER LTD
14,831$00.00%
145
BAXBAXTER INTL INC
14,447$00.00%
146
BXBLACKSTONE INC
5,030$00.00%
147
SCHDSCHWAB STRATEGIC TR
5,292$00.00%
148
MMM3M CO
9,515$00.00%
149
SPTMSPDR SER TR
6,860$00.00%
150
XLKSELECT SECTOR SPDR TR
1,508$00.00%
151
APDAIR PRODS & CHEMS INC
1,176$00.00%
152
BSXBOSTON SCIENTIFIC CORP
7,522$00.00%
153
VOOVANGUARD INDEX FDS
1,861$00.00%
154
CHDCHURCH & DWIGHT CO INC
2,475$00.00%
155
ELVELEVANCE HEALTH INC
1,006$00.00%
156
ROPROPER TECHNOLOGIES INC
1,223$00.00%
157
VNQVANGUARD INDEX FDS
11,100$00.00%
158
KEYKEYCORP
11,289$00.00%
159
IHIISHARES TR
5,756$00.00%
160
TTTRANE TECHNOLOGIES PLC
1,049$00.00%
161
FFORD MTR CO DEL
27,850$00.00%
162
EOGEOG RES INC
3,559$00.00%
163
MPCMARATHON PETE CORP
3,022$00.00%
164
VONVVANGUARD SCOTTSDALE FDS
13,572$00.00%
165
COPCONOCOPHILLIPS
7,653$00.00%
166
OTTROTTER TAIL CORP
3,013$00.00%
167
GISGENERAL MLS INC
7,901$00.00%
168
GSGOLDMAN SACHS GROUP INC
1,426$00.00%
169
CRWDCROWDSTRIKE HLDGS INC
2,603$00.00%
170
PYPLPAYPAL HLDGS INC
7,370$00.00%
171
AONAON PLC
1,032$00.00%
172
BKNGBOOKING HOLDINGS INC
231$00.00%
173
EEMISHARES TR
7,916$00.00%
174
XLESELECT SECTOR SPDR TR
5,500$00.00%
175
SPDWSPDR INDEX SHS FDS
29,955$00.00%
176
IDXXIDEXX LABS INC
526$00.00%
177
MG1MGE ENERGY INC
10,560$00.00%
178
BRK-BBERKSHIRE HATHAWAY INC DEL
1$00.00%
179
LULULULULEMON ATHLETICA INC
824$00.00%
180
LOWLOWES COS INC
4,399$00.00%
181
WRAPWRAP TECHNOLOGIES INC
37,092$00.00%
182
TJXTJX COS INC NEW
5,918$00.00%
183
RLYSSGA ACTIVE ETF TR
15,928$00.00%
184
COFCAPITAL ONE FINL CORP
2,234$00.00%
185
FISVFISERV INC
4,443$00.00%
186
WKHSEURWORKHORSE GROUP INC
22,665$00.00%
187
DFSEURDISCOVER FINL SVCS
3,182$00.00%
188
NEENEXTERA ENERGY INC
14,958$00.00%
189
VEUVANGUARD INTL EQUITY INDEX F
8,227$00.00%
190
PXDEURPIONEER NAT RES CO
923$00.00%
191
CLOVCLOVER HEALTH INVESTMENTS CO
10,502$00.00%
192
VANECK ETF TRUST
200$00.00%Call
193
ZOMDFZOMEDICA CORP
14,250$00.00%
194
GEHCGE HEALTHCARE TECHNOLOGIES I
3,915$00.00%
195
IYWISHARES TR
3,332$00.00%
196
SLQDISHARES TR
9,193$00.00%
197
ELLAUDER ESTEE COS INC
2,435$00.00%
198
IJSISHARES TR
3,058$00.00%
199
SNPSSYNOPSYS INC
764$00.00%
200
ECLECOLAB INC
2,101$00.00%
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