{"url":"https://nivawealth.com/firms/donaldson-capital-management-106131","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106131","regulatoryAum":3463957899,"crd":"106131","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6283465","suffix":null,"lastName":"ALSMAN","firstName":"BLAKE","middleName":"T"},{"crd":"5355195","suffix":null,"lastName":"BERNHARDT","firstName":"MATTHEW","middleName":"R"},{"crd":"6988571","suffix":null,"lastName":"Birt","firstName":"Priscilla","middleName":"Colleen"},{"crd":"3278510","suffix":null,"lastName":"BLOOM","firstName":"MARCUS","middleName":"JACK"},{"crd":"7134000","suffix":null,"lastName":"Brinker","firstName":"Collin","middleName":"Avery"},{"crd":"6438463","suffix":null,"lastName":"CALDWELL","firstName":"MOLLIE","middleName":"IRENE"},{"crd":"6486241","suffix":null,"lastName":"CHAVIRA","firstName":"ZACHARY","middleName":"STEPHAN"},{"crd":"4815657","suffix":null,"lastName":"Coombs","firstName":"Kevin","middleName":"Douglas"},{"crd":"2086702","suffix":null,"lastName":"CORCORAN","firstName":"CHRISTOPHER","middleName":"THOMAS"},{"crd":"7630856","suffix":"Jr.","lastName":"Coursey","firstName":"James","middleName":"Martin"},{"crd":"7498092","suffix":null,"lastName":"Decker","firstName":"Christopher","middleName":"Colby"},{"crd":"6572755","suffix":null,"lastName":"DIETSCH","firstName":"BETH","middleName":"ANN"},{"crd":"7908313","suffix":null,"lastName":"Dodd","firstName":"Kyle","middleName":"Alan"},{"crd":"808195","suffix":null,"lastName":"DONALDSON","firstName":"GREGORY","middleName":"C"},{"crd":"6507806","suffix":null,"lastName":"DUNCAN","firstName":"BRYCE","middleName":"DAVID"},{"crd":"4110496","suffix":null,"lastName":"DUNCAN","firstName":"MATTHEW","middleName":"ALLEN"},{"crd":"7118821","suffix":null,"lastName":"Dunham","firstName":"Isaiah","middleName":"Quinn"},{"crd":"7491717","suffix":null,"lastName":"Effinger","firstName":"Matthew","middleName":"Thomas"},{"crd":"5519206","suffix":null,"lastName":"HALL","firstName":"JASON","middleName":"M"},{"crd":"7371455","suffix":null,"lastName":"Herendeen","firstName":"Braden","middleName":null},{"crd":"5346554","suffix":"III","lastName":"KEACH","firstName":"JOHN","middleName":"KESSLER"},{"crd":"6300524","suffix":null,"lastName":"LITTRELL","firstName":"JODY","middleName":"ALLEN"},{"crd":"6020882","suffix":null,"lastName":"LOLLAR","firstName":"LEEANNE","middleName":"MICHELLE"},{"crd":"8073040","suffix":null,"lastName":"Long","firstName":"Gray","middleName":"Robert"},{"crd":"5798810","suffix":null,"lastName":"MARKLE","firstName":"MATTHEW","middleName":"KYLE"},{"crd":"4571480","suffix":null,"lastName":"MICHAEL","firstName":"DONALD","middleName":"LOUIS"},{"crd":"5568246","suffix":null,"lastName":"MOORE","firstName":"SARAH","middleName":"S"},{"crd":"5614084","suffix":null,"lastName":"OBENCHAIN","firstName":"STEPHEN","middleName":"HARDIN"},{"crd":"5354814","suffix":null,"lastName":"PAN","firstName":"SUPING","middleName":null},{"crd":"4572062","suffix":null,"lastName":"PATBERG","firstName":"RONALD","middleName":"JAY"},{"crd":"7832282","suffix":null,"lastName":"Quick","firstName":"Robert","middleName":"Neal"},{"crd":"7324663","suffix":null,"lastName":"Richmond","firstName":"Andrew","middleName":"Wilson"},{"crd":"5850534","suffix":null,"lastName":"RIDDLE","firstName":"DEREK","middleName":"ALTON"},{"crd":"8211956","suffix":null,"lastName":"Roberts","firstName":"James","middleName":"Thompson"},{"crd":"5905765","suffix":null,"lastName":"ROOP","firstName":"BRANDON","middleName":"RICHARD"},{"crd":"6624637","suffix":null,"lastName":"Spainhoward","firstName":"Alexander","middleName":"W"},{"crd":"7785933","suffix":null,"lastName":"Stieler","firstName":"Jace","middleName":"Alan roser"},{"crd":"7172410","suffix":null,"lastName":"Turner","firstName":"Bryce","middleName":"Richard"},{"crd":"7125751","suffix":null,"lastName":"Vaal","firstName":"Kira","middleName":"Nichole"},{"crd":"4768302","suffix":null,"lastName":"VAN CLEEF","firstName":"ALAN","middleName":"WILLIAM"},{"crd":"8105113","suffix":null,"lastName":"Wagner","firstName":"Kyler","middleName":"Ray"},{"crd":"2161447","suffix":null,"lastName":"WARD","firstName":"WARREN","middleName":"ALBERT"},{"crd":"7626991","suffix":null,"lastName":"Whitledge","firstName":"Jordan","middleName":"Michael"},{"crd":"6422951","suffix":null,"lastName":"WINKLEPLECK","firstName":"NATHANIAL","middleName":"T"},{"crd":"5184135","suffix":null,"lastName":"WRIGHT","firstName":"MATTHEW","middleName":"STEPHEN"},{"crd":"4583666","suffix":null,"lastName":"ZABRATANSKI","firstName":"JOSEPH","middleName":"PAUL"}],"total":46,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":2141705242,"clients":1712,"employees":38,"offices":6},{"filedOn":"2022-05-02","regulatoryAum":2616028278,"clients":1409,"employees":48,"offices":5},{"filedOn":"2023-06-12","regulatoryAum":2310717134,"clients":1469,"employees":58,"offices":5},{"filedOn":"2024-03-14","regulatoryAum":2677442196,"clients":1716,"employees":61,"offices":4},{"filedOn":"2025-04-28","regulatoryAum":3096851374,"clients":1742,"employees":65,"offices":4},{"filedOn":"2026-08-10","regulatoryAum":3463957899,"clients":1838,"employees":68,"offices":4}],"acquisitions":[{"date":"2026-06-30","datePrecision":"day","name":"Imc Advisors","crd":"111537","source":"adv_w","dealType":"acquisition","sellerAum":509639995,"sellerAumDate":"2025-03-28","sourceUrl":"https://adviserinfo.sec.gov/firm/summary/111537"}],"secFileNumber":"801-48479","legalName":"Donaldson Capital Management LLC","displayName":"Donaldson Capital Management","slug":"donaldson-capital-management-106131","website":"https://dcmol.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/106131/75d4d8a9b509f1e7-r1.webp","tone":"light","width":418,"height":200,"sourceUrl":"https://dcmol.com/","sourceLabel":"Donaldson Capital Management LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/donaldson-capital-management/","founded":null,"organization":"Indiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"20 Northwest First Street, Fifth Floor","city":"Evansville","state":"IN","stateName":"Indiana","country":"United States","postalCode":"47708"},"tradeNames":[],"registration":{"secApproved":"10 February 1995","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1683822.862327189,"staff":{"employees":68,"advisory":36,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":3463957899,"discretionary":3449219406,"discretionaryAccounts":1838,"nonDiscretionary":14738493,"nonDiscretionaryAccounts":10,"wrapProgram":3463957899,"nonUsClientsPct":0,"nonAumClients":7},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1025,"regulatoryAum":414673032},{"label":"High-net-worth individuals","clients":711,"regulatoryAum":2508443457},{"label":"Banking or thrift institutions","clients":4,"fewerThan5":true,"regulatoryAum":78305491},{"label":"Pension and profit-sharing plans","clients":30,"regulatoryAum":124042240},{"label":"Charitable organizations","clients":47,"regulatoryAum":271582144},{"label":"State or municipal government entities","clients":1,"fewerThan5":true,"regulatoryAum":614766},{"label":"Insurance companies","clients":2,"fewerThan5":true,"regulatoryAum":24128416},{"label":"Corporations and other businesses","clients":18,"regulatoryAum":42168353}],"feePrograms":[{"role":"main","program":"One Fee - Investment Management Program","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023278","versionId":1023278,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-23","documentName":"DONALDSON CAPITAL MANAGEMENT FIRM BROCHURE","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":4500}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:00:16.098755+00:00","documents":[{"name":"DONALDSON CAPITAL MANAGEMENT FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023278","versionId":1023278,"submittedOn":"2026-03-23"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023279","versionId":1023279,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":2872604387}],"custodyNote":"Donaldson Capital Management has custody of $2.05B in client assets for 1,125 clients.","leadership":[{"name":"Sarah Moore","title":"President","crd":"5568246"},{"name":"Brandon Roop","title":"Vice President & Senior Investment Advisor","crd":"5905765"},{"name":"Randall Alsman","title":"Senior Investment Advisor","crd":"5466140"},{"name":"Blake Alsman","title":"Senior Investment Advisor","crd":"6283465"},{"name":"Collin Brinker","title":"Senior Financial Planner","crd":"7134000"},{"name":"Jennifer Decker","title":"Director of HR","crd":"7888849"},{"name":"Beth Dietsch","title":"Lead Investment Advisor","crd":"6572755"},{"name":"Katherine Doerksen","title":"Director","crd":"5007689"},{"name":"Joyce Donaldson","title":"Owner","crd":"4356459"},{"name":"Jason Hall","title":"Senior Investment Advisor","crd":"5519206"},{"name":"Ciavon Hartman","title":"COO","crd":"6285712"},{"name":"Michael Hull","title":"Executive Chairman","crd":"2863712"},{"name":"John Keach","title":"Senior Investment Advisor","crd":"5346554"},{"name":"Jessica Klostermann","title":"Director of Client Services","crd":"7888847"},{"name":"Chad Lange","title":"Director of Wealth Solutions","crd":"4372721"},{"name":"Jody Littrell","title":"Senior Investment Advisor","crd":"6300524"},{"name":"Matthew Markle","title":"Chief Investment Officer & Senior Investment Advisor","crd":"5798810"},{"name":"Preston May","title":"Assistant Portfolio Manager & Analyst","crd":"7888845"},{"name":"Steven Nichols","title":"Director","crd":"6455363"},{"name":"Ronald Patberg","title":"Senior Investment Advisor","crd":"4572062"},{"name":"Richard Roop","title":"Senior Investment Advisor","crd":"4574488"},{"name":"Drew Runion","title":"Director","crd":"8234701"},{"name":"Kira Vaal","title":"Lead Investment Adviser","crd":"7125751"},{"name":"Sharon Walker","title":"Director","crd":"7677543"},{"name":"Sara Williams","title":"Director of Communications","crd":"8250848"},{"name":"Nathanial Winklepleck","title":"Portfolio Manager & Analyst","crd":"6422951"},{"name":"Marvin Wright","title":"Senior Investment Advisor","crd":"4100305"},{"name":"Matthew Wright","title":"CFO/CCO","crd":"5184135"},{"name":"Joseph Zabratanski","title":"Chief Investment Officer & Senior Investment Advisor","crd":"4583666"},{"name":"Gregory Donaldson","title":"Founder","crd":"808195"}],"ownership":[{"label":"Gregory Donaldson","detail":"Founder in the 5% to 10% ownership band and a control person, since November 1994."},{"label":"Michael Hull","detail":"Executive chairman in the 25% to 50% ownership band and a control person, since January 2000."},{"label":"Joseph Zabratanski","detail":"Chief investment officer & senior investment advisor in the 5% to 10% ownership band and a control person, since November 2011."},{"label":"The Donaldson Family, LLC","detail":"Owner in the 10% to 25% ownership band, since October 2016."}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":1},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"3460 Preston Ridge Road","city":"Alpharetta"}]},{"state":"Indiana","offices":2,"addresses":[{"street":"20 Northwest First Street, Fifth Floor","city":"Evansville","headquarters":true},{"street":"700 Washington Street","city":"Columbus"}]}],"brochureServices":["education planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"812-421-3211","stateRegisteredReps":44,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Publication of periodicals or newsletters","Educational seminars/workshops","Other"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":73},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":12},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"10 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106131/PDF/106131.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023278","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Donaldson Capital Management have?","answer":"Donaldson Capital Management has 1,838 clients and manages $3.46 billion for them, as of August 2026. They include 1,025 individual clients, 711 high-net-worth individuals and 47 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Donaldson Capital Management offer?","answer":"Donaldson Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, publishing newsletters, educational seminars, education planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Donaldson Capital Management charge?","answer":"Donaldson Capital Management charges 0.50%–1.50% a year for its One Fee - Investment Management Program. The fee is billed in advance, is negotiable and has a $4,500 annual minimum.","source":"DONALDSON CAPITAL MANAGEMENT FIRM BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Donaldson Capital Management use?","answer":"Donaldson Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.87B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Donaldson Capital Management have?","answer":"Donaldson Capital Management has 44 investment adviser representatives registered with state securities authorities, out of 68 employees, and 36 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Donaldson Capital Management invest in?","answer":"At the end of its last fiscal year, Donaldson Capital Management’s separately managed accounts held 73% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 4% state and local bonds, 4% cash and equivalents, 3% investment grade corporate bonds, 3% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Donaldson Capital Management?","answer":"Donaldson Capital Management’s direct owners are Gregory Donaldson, Michael Hull, Joseph Zabratanski and the Donaldson Family, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Donaldson Capital Management get paid?","answer":"Donaldson Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Donaldson Capital Management registered with the SEC?","answer":"Yes, Donaldson Capital Management has been registered with the SEC as an investment adviser since 10 February 1995. Its CRD number is 106131 and its SEC file number is 801-48479.","source":"Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Donaldson Capital Management?","answer":"Donaldson Capital Management’s main office is at 20 Northwest First Street, Fifth Floor, Evansville, IN 47708. Its phone number is 812-421-3211. Its website is dcmol.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/donaldson-capital-management-106131/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-05","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1487438/000148743826000004/0001487438-26-000004-index.html","totalValue":3501464742,"positionCount":311,"top10Share":0.379979774761359,"top10":[{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":195354608,"shares":304880,"shareType":"SH"},{"issuer":"KARMAN HLDGS INC","titleOfClass":"COMMON STOCK","cusip":"485924104","value":174791535,"shares":3501433,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":171359771,"shares":592203,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":166266545,"shares":440150,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":122198377,"shares":485608,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":106852235,"shares":286452,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":106362560,"shares":88678,"shareType":"SH"},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":102629515,"shares":798673,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":98246155,"shares":300144,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":86424483,"shares":1708669,"shareType":"SH"}],"positionsListed":200,"positions":[{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":195354608,"shares":304880,"shareType":"SH"},{"issuer":"KARMAN HLDGS INC","titleOfClass":"COMMON STOCK","cusip":"485924104","value":174791535,"shares":3501433,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":171359771,"shares":592203,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":166266545,"shares":440150,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":122198377,"shares":485608,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":106852235,"shares":286452,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":106362560,"shares":88678,"shareType":"SH"},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":102629515,"shares":798673,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":98246155,"shares":300144,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":86424483,"shares":1708669,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":77850502,"shares":83221,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":75726623,"shares":362259,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":74624299,"shares":393318,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR SVC ETF","cusip":"81369Y852","value":73297409,"shares":684191,"shareType":"SH"},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":69276255,"shares":494972,"shareType":"SH"},{"issuer":"WATSCO INC","titleOfClass":"COM","cusip":"942622200","value":69264520,"shares":166210,"shareType":"SH"},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":68389767,"shares":67621,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":67735855,"shares":192060,"shareType":"SH"},{"issuer":"FASTENAL CO","titleOfClass":"COM","cusip":"311900104","value":67482076,"shares":1405001,"shareType":"SH"},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":58665360,"shares":534439,"shareType":"SH"},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":57254030,"shares":211809,"shareType":"SH"},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":57155337,"shares":581263,"shareType":"SH"},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":56796691,"shares":160334,"shareType":"SH"},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":56068664,"shares":904917,"shareType":"SH"},{"issuer":"WEC ENERGY GROUP INC","titleOfClass":"COM","cusip":"92939U106","value":52305274,"shares":447934,"shareType":"SH"},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":46813058,"shares":90209,"shareType":"SH"},{"issuer":"PRICE T ROWE GROUP INC","titleOfClass":"COM","cusip":"74144T108","value":46748886,"shares":411196,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":45963508,"shares":163449,"shareType":"SH"},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":40822963,"shares":95802,"shareType":"SH"},{"issuer":"XCEL ENERGY INC","titleOfClass":"COM","cusip":"98389B100","value":40234336,"shares":501050,"shareType":"SH"},{"issuer":"CENCORA INC","titleOfClass":"COM","cusip":"03073E105","value":38839791,"shares":137253,"shareType":"SH"},{"issuer":"CINTAS CORP","titleOfClass":"COM","cusip":"172908105","value":33468832,"shares":196783,"shareType":"SH"},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":33083783,"shares":199588,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":31716445,"shares":937247,"shareType":"SH"},{"issuer":"ONEOK INC NEW","titleOfClass":"COM","cusip":"682680103","value":30586970,"shares":351817,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":25699444,"shares":34414,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":23475253,"shares":65689,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":23347607,"shares":170770,"shareType":"SH"},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":22312414,"shares":31284,"shareType":"SH"},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR DURA BD ETF","cusip":"46431W507","value":19389197,"shares":382732,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":19285862,"shares":381370,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":19212349,"shares":80609,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":18285012,"shares":91384,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":17398816,"shares":73531,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":16126075,"shares":47002,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":14752813,"shares":149048,"shareType":"SH"},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":14609223,"shares":28445,"shareType":"SH"},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":14300591,"shares":12389,"shareType":"SH"},{"issuer":"MOODYS CORP","titleOfClass":"COM","cusip":"615369105","value":14269614,"shares":31506,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":13749028,"shares":20019,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":13550221,"shares":28373,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"IBOXX INV CP ETF","cusip":"464287242","value":13077610,"shares":119901,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":12348454,"shares":6207,"shareType":"SH"},{"issuer":"EA SERIES TRUST","titleOfClass":"SAPIENT QUALITY","cusip":"02072Q192","value":11415678,"shares":408871,"shareType":"SH"},{"issuer":"INTERACTIVE BROKERS GROUP IN","titleOfClass":"COM CL A","cusip":"45841N107","value":10974695,"shares":126088,"shareType":"SH"},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":10652318,"shares":31815,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":10621737,"shares":55751,"shareType":"SH"},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":10532474,"shares":145960,"shareType":"SH"},{"issuer":"MERCADOLIBRE  INC","titleOfClass":"COM","cusip":"58733R102","value":10447435,"shares":6155,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":10435544,"shares":18526,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":10297391,"shares":133542,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":10294523,"shares":20573,"shareType":"SH"},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":9739908,"shares":18904,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":9620790,"shares":37882,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":9379726,"shares":79855,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":9346391,"shares":294746,"shareType":"SH"},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":8340386,"shares":16371,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":7956234,"shares":50346,"shareType":"SH"},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":7881810,"shares":89801,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":7341263,"shares":253497,"shareType":"SH"},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":7336058,"shares":30832,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":6892062,"shares":30775,"shareType":"SH"},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":6834781,"shares":7108,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":6682963,"shares":77583,"shareType":"SH"},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":6653565,"shares":6248,"shareType":"SH"},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":5819352,"shares":49632,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":5596391,"shares":18627,"shareType":"SH"},{"issuer":"PACCAR INC","titleOfClass":"COM","cusip":"693718108","value":5541163,"shares":46130,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":5432380,"shares":36629,"shareType":"SH"},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":4743464,"shares":51509,"shareType":"SH"},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":4572661,"shares":15341,"shareType":"SH"},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR MAT MUN ETF","cusip":"46431W838","value":4507751,"shares":89475,"shareType":"SH"},{"issuer":"ECOLAB INC","titleOfClass":"COM","cusip":"278865100","value":4471156,"shares":16048,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":4418400,"shares":6000,"shareType":"SH","putCall":"Put"},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":4235403,"shares":16262,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4182141,"shares":11836,"shareType":"SH"},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":4135171,"shares":71766,"shareType":"SH"},{"issuer":"CINCINNATI FINL CORP","titleOfClass":"COM","cusip":"172062101","value":4027198,"shares":21752,"shareType":"SH"},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":4019244,"shares":22795,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":3813638,"shares":5092,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"PFD AND INCM SEC","cusip":"464288687","value":3658781,"shares":119999,"shareType":"SH"},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":3460213,"shares":11802,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":3306614,"shares":44147,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":3279528,"shares":4536,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"TAXABLE MUN BD","cusip":"46138G805","value":3273674,"shares":121970,"shareType":"SH"},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":3269050,"shares":14803,"shareType":"SH"},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":3129198,"shares":8641,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":3030848,"shares":37294,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":2991276,"shares":107988,"shareType":"SH"},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":2919425,"shares":5732,"shareType":"SH"},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":2833602,"shares":29606,"shareType":"SH"},{"issuer":"TORONTO DOMINION BK ONT","titleOfClass":"COM NEW","cusip":"891160509","value":2769818,"shares":22810,"shareType":"SH"},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":2715233,"shares":21451,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"PSHS ULTRA QQQ","cusip":"74347R206","value":2709280,"shares":28000,"shareType":"SH"},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":2686648,"shares":49560,"shareType":"SH"},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":2667593,"shares":21437,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":2556017,"shares":3471,"shareType":"SH"},{"issuer":"VICOR CORP","titleOfClass":"COM","cusip":"925815102","value":2519461,"shares":6634,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":2488713,"shares":23125,"shareType":"SH"},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":2470400,"shares":2560,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":2459584,"shares":58091,"shareType":"SH"},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":2386118,"shares":9691,"shareType":"SH"},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":2337037,"shares":18498,"shareType":"SH"},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":2270311,"shares":6049,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":2231429,"shares":16480,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":2210063,"shares":22506,"shareType":"SH"},{"issuer":"ROYAL BK CDA","titleOfClass":"COM","cusip":"780087102","value":2172840,"shares":10498,"shareType":"SH"},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":2167738,"shares":20165,"shareType":"SH"},{"issuer":"MOTOROLA SOLUTIONS INC","titleOfClass":"COM NEW","cusip":"620076307","value":2045203,"shares":4925,"shareType":"SH"},{"issuer":"REPUBLIC SVCS INC","titleOfClass":"COM","cusip":"760759100","value":1986119,"shares":9321,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":1984073,"shares":13038,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"LOW VOLITY ETF","cusip":"316092824","value":1971601,"shares":28852,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":1965657,"shares":18908,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":1900597,"shares":12961,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1900174,"shares":15303,"shareType":"SH"},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":1891129,"shares":27693,"shareType":"SH"},{"issuer":"DANA INC","titleOfClass":"COM","cusip":"235825205","value":1860674,"shares":68382,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"MUN BD ETF","cusip":"808524649","value":1853669,"shares":71792,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":1853446,"shares":5406,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":1749108,"shares":31145,"shareType":"SH"},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":1732362,"shares":2731,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1694434,"shares":14961,"shareType":"SH"},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":1689151,"shares":18615,"shareType":"SH"},{"issuer":"LENNOX INTL INC","titleOfClass":"COM","cusip":"526107107","value":1686767,"shares":2944,"shareType":"SH"},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":1681597,"shares":15580,"shareType":"SH"},{"issuer":"TARGET CORP","titleOfClass":"COM","cusip":"87612E106","value":1671155,"shares":12795,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"FLTG RATE NT ETF","cusip":"46429B655","value":1628495,"shares":31900,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"PSHS ULT S&P 500","cusip":"74347R107","value":1622510,"shares":24080,"shareType":"SH"},{"issuer":"EXTRA SPACE STORAGE INC","titleOfClass":"COM","cusip":"30225T102","value":1592211,"shares":10958,"shareType":"SH"},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":1590383,"shares":11110,"shareType":"SH"},{"issuer":"HUNTINGTON BANCSHARES INC","titleOfClass":"COM","cusip":"446150104","value":1567385,"shares":88403,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":1548496,"shares":42859,"shareType":"SH"},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":1521530,"shares":32012,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":1480954,"shares":16852,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":1411308,"shares":3776,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":1331711,"shares":3204,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":1325949,"shares":3583,"shareType":"SH"},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":1313867,"shares":12857,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":1311552,"shares":24465,"shareType":"SH"},{"issuer":"ERIE INDTY CO","titleOfClass":"CL A","cusip":"29530P102","value":1311433,"shares":5470,"shareType":"SH"},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":1296939,"shares":5819,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":1282256,"shares":5647,"shareType":"SH"},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":1276923,"shares":8429,"shareType":"SH"},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":1272201,"shares":52832,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":1215380,"shares":6561,"shareType":"SH"},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":1186443,"shares":3221,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":1161239,"shares":1999,"shareType":"SH"},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":1155019,"shares":8272,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":1154632,"shares":31316,"shareType":"SH"},{"issuer":"OMNICOM GROUP INC","titleOfClass":"COM","cusip":"681919106","value":1141100,"shares":15668,"shareType":"SH"},{"issuer":"INTERNATIONAL PAPER CO","titleOfClass":"COM","cusip":"460146103","value":1137133,"shares":29846,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1075054,"shares":2556,"shareType":"SH"},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":1060551,"shares":7752,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":1032450,"shares":35082,"shareType":"SH"},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":1029018,"shares":49711,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":1026752,"shares":10631,"shareType":"SH"},{"issuer":"BEST BUY INC","titleOfClass":"COM","cusip":"086516101","value":1019372,"shares":13434,"shareType":"SH"},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":1018604,"shares":867,"shareType":"SH"},{"issuer":"AUTOZONE INC","titleOfClass":"COM","cusip":"053332102","value":984350,"shares":308,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":979087,"shares":12152,"shareType":"SH"},{"issuer":"RIO TINTO PLC","titleOfClass":"SPONSORED ADR","cusip":"767204100","value":973697,"shares":10257,"shareType":"SH"},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":969317,"shares":991,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":961752,"shares":21212,"shareType":"SH"},{"issuer":"CNO FINL GROUP INC","titleOfClass":"COM","cusip":"12621E103","value":952969,"shares":18693,"shareType":"SH"},{"issuer":"ROLLINS INC","titleOfClass":"COM","cusip":"775711104","value":951456,"shares":22795,"shareType":"SH"},{"issuer":"MARSH & MCLENNAN COS INC","titleOfClass":"COM","cusip":"571748102","value":949352,"shares":5696,"shareType":"SH"},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":944668,"shares":3473,"shareType":"SH"},{"issuer":"NOVO-NORDISK A S","titleOfClass":"ADR","cusip":"670100205","value":933152,"shares":19465,"shareType":"SH"},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":900936,"shares":3331,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR DISCR ETF","cusip":"81369Y407","value":892465,"shares":7610,"shareType":"SH"},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":891997,"shares":2637,"shareType":"SH"},{"issuer":"MSCI INC","titleOfClass":"COM","cusip":"55354G100","value":880383,"shares":1572,"shareType":"SH"},{"issuer":"BP PLC","titleOfClass":"SPONSORED ADR","cusip":"055622104","value":879556,"shares":23804,"shareType":"SH"},{"issuer":"L3HARRIS TECHNOLOGIES INC","titleOfClass":"COM","cusip":"502431109","value":850266,"shares":2926,"shareType":"SH"},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":839678,"shares":2667,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":780351,"shares":3900,"shareType":"SH","putCall":"Put"},{"issuer":"BANK NOVA SCOTIA B C","titleOfClass":"COM","cusip":"064149107","value":755508,"shares":8700,"shareType":"SH"},{"issuer":"HARTFORD FDS EXCHANGE TRADED","titleOfClass":"MUN OPORTUNITE","cusip":"41653L503","value":749157,"shares":19138,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":748850,"shares":1,"shareType":"SH"},{"issuer":"FIRST FINANCIAL CORPORATION","titleOfClass":"COM","cusip":"320218100","value":736145,"shares":9506,"shareType":"SH"},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":730170,"shares":3951,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":727751,"shares":13703,"shareType":"SH"},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":705072,"shares":12374,"shareType":"SH"},{"issuer":"PROGRESSIVE CORP","titleOfClass":"COM","cusip":"743315103","value":700380,"shares":3206,"shareType":"SH"},{"issuer":"WILLIAMS SONOMA INC","titleOfClass":"COM","cusip":"969904101","value":699300,"shares":3000,"shareType":"SH"},{"issuer":"CANADIAN IMPERIAL BANK OF CO","titleOfClass":"COM","cusip":"136069101","value":689195,"shares":5993,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":688509,"shares":8221,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":681206,"shares":3104,"shareType":"SH"},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":679856,"shares":6572,"shareType":"SH"},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"ACTIVEBETA US LG","cusip":"381430503","value":664613,"shares":4684,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}