{"url":"https://nivawealth.com/firms/dupree-financial-group-131091","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/131091","regulatoryAum":404368661,"crd":"131091","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4823237","suffix":null,"lastName":"DAWAHARE","firstName":"MICHAEL","middleName":"MALOOF"},{"crd":"8020926","suffix":null,"lastName":"DUPREE","firstName":"JAMES","middleName":"Parmelee"},{"crd":"860749","suffix":"JR","lastName":"DUPREE","firstName":"THOMAS","middleName":"PARMELEE"},{"crd":"6992220","suffix":null,"lastName":"Dupree","firstName":"Thomas","middleName":"Clark"},{"crd":"5209931","suffix":null,"lastName":"JOHNSON","firstName":"MICHEAL","middleName":"ALLEN"},{"crd":"8060952","suffix":null,"lastName":"Kemp","firstName":"David","middleName":"Hudson"},{"crd":"7811708","suffix":null,"lastName":"Rodriguez","firstName":"Denise","middleName":"Marie"}],"total":7,"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":"2021-03-09","regulatoryAum":269279725,"clients":965,"employees":6,"offices":1},{"filedOn":"2022-03-25","regulatoryAum":290742282,"clients":684,"employees":6,"offices":1},{"filedOn":"2023-04-13","regulatoryAum":268897748,"clients":697,"employees":5,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":283324441,"clients":752,"employees":5,"offices":1},{"filedOn":"2025-03-05","regulatoryAum":330218102,"clients":756,"employees":6,"offices":1},{"filedOn":"2026-08-24","regulatoryAum":404368661,"clients":825,"employees":7,"offices":1}],"secFileNumber":"801-71497","legalName":"Dupree Financial Group, LLC","displayName":"Dupree Financial Group","slug":"dupree-financial-group-131091","website":"https://dupreefinancial.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/131091/5883e2d794063049-r1.webp","tone":"dark","width":575,"height":200,"sourceUrl":"https://www.dupreefinancial.com","sourceLabel":"Dupree Financial Group, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/dupreefinancial","xUrl":"https://x.com/dupreefinancial","founded":null,"organization":"Kentucky limited liability company","fiscalYearEnd":"December","headquarters":{"street":"237 East Main Street","city":"Lexington","state":"KY","stateName":"Kentucky","country":"United States","postalCode":"40507"},"tradeNames":[],"registration":{"secApproved":"4 June 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":490143.83151515154,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":404368661,"discretionary":404368661,"discretionaryAccounts":1655,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":711,"regulatoryAum":179921322},{"label":"High-net-worth individuals","clients":114,"regulatoryAum":224447339}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055786","versionId":1055786,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-24","documentName":"DUPREE FINANCIAL GROUP | ADV PART 2 | AMENDED","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":false,"minimum_account":25000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Asset Management Advice","summary":"Asset management advice is an annualized 0.75% of account value up to $1,000,000 and 0.50% above $1,000,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055786","versionId":1055786,"submittedOn":"2026-08-24","documentName":"DUPREE FINANCIAL GROUP | ADV PART 2 | AMENDED"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:59:29.270684+00:00","documents":[{"name":"DUPREE FINANCIAL GROUP | ADV PART 2 | AMENDED","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055786","versionId":1055786,"submittedOn":"2026-08-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"West Lake, TX","smaAssets":6946715},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":379003836},{"name":"Fidelity Management Trust Company","shortName":"Fidelity","location":"Boston, MA","smaAssets":18418110}],"custodyNote":"Dupree Financial Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Kemp","title":"Chief Compliance Officer, Investment Advisor Representative","crd":"8060952"},{"name":"Thomas Dupree","title":"Manager / Member","crd":"860749"}],"ownership":[{"label":"Thomas Dupree","detail":"Manager / member in the 75% or more ownership band and a control person, since August 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Kentucky","offices":1,"addresses":[{"street":"237 East Main Street","city":"Lexington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"859-233-0400","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":76},{"label":"U.S. government/agency bonds","percent":16},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"24 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/131091/PDF/131091.pdf","brochureDate":"24 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055786","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 Dupree Financial Group have?","answer":"Dupree Financial Group has 825 clients and manages $404 million for them, as of August 2026. They include 711 individual clients and 114 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dupree Financial Group offer?","answer":"Dupree Financial Group provides portfolio management for individuals and small businesses and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Dupree Financial Group charge?","answer":"Dupree Financial Group charges 0.50%–1.25% a year for its Portfolio Management Services. The fee is billed in advance, is not negotiable and requires an account of at least $25,000.","source":"DUPREE FINANCIAL GROUP | ADV PART 2 | AMENDED, filed 24 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Dupree Financial Group use?","answer":"Dupree Financial Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $379M, Fidelity Management Trust Company (Boston, MA), with $18.4M and Charles Schwab & Co., Inc. (West Lake, TX), with $6.95M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dupree Financial Group have?","answer":"Dupree Financial Group has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 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 Dupree Financial Group invest in?","answer":"At the end of its last fiscal year, Dupree Financial Group’s separately managed accounts held 76% exchange-traded equities, 16% U.S. government and agency bonds and 10% cash and equivalents.","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":"Does Dupree Financial Group have a minimum investment?","answer":"Yes, Dupree Financial Group’s minimum account size for its Portfolio Management Services is $25K.","source":"DUPREE FINANCIAL GROUP | ADV PART 2 | AMENDED, filed 24 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Dupree Financial Group?","answer":"Dupree Financial Group’s direct owner is Thomas Dupree (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dupree Financial Group get paid?","answer":"Dupree Financial Group is paid through a percentage of assets under management. 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":"How do I contact Dupree Financial Group?","answer":"Dupree Financial Group’s main office is at 237 East Main Street, Lexington, KY 40507. Its phone number is 859-233-0400. Its website is dupreefinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/dupree-financial-group-131091/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-23","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1989251/000208585326000808/0002085853-26-000808-index.html","totalValue":266870710,"positionCount":81,"top10Share":0.42617263618026874,"top10":[{"issuer":"AGNC INVT CORP","titleOfClass":"COM","cusip":"00123Q104","value":15502580,"shares":1422255,"shareType":"SH","priorValue":13979850,"priorShares":1393804},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":13929018,"shares":256946,"shareType":"SH","priorValue":13581799,"priorShares":250865},{"issuer":"MACYS INC","titleOfClass":"COM","cusip":"55616P104","value":12757263,"shares":541710,"shareType":"SH","priorValue":5932696,"priorShares":327954},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":12704536,"shares":300060,"shareType":"SH","priorValue":14558336,"priorShares":290007},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":12295625,"shares":24572,"shareType":"SH","priorValue":11665925,"priorShares":24345},{"issuer":"ANNALY CAPITAL MANAGEMENT IN","titleOfClass":"COM NEW","cusip":"035710839","value":10881494,"shares":486650,"shareType":"SH","priorValue":10035937,"priorShares":474512},{"issuer":"BRITISH AMERN TOB PLC","titleOfClass":"SPONSORED ADR","cusip":"110448107","value":10426091,"shares":168816,"shareType":"SH","priorValue":9587682,"priorShares":163976},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":9297221,"shares":39008,"shareType":"SH","priorValue":8059263,"priorShares":38696},{"issuer":"AMCOR PLC","titleOfClass":"COM NEW","cusip":"G0250X149","value":8197865,"shares":189109,"shareType":"SH"},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":7741301,"shares":10854,"shareType":"SH","priorValue":7467463,"priorShares":13880}],"positionsListed":81,"positions":[{"issuer":"AGNC INVT CORP","titleOfClass":"COM","cusip":"00123Q104","value":15502580,"shares":1422255,"shareType":"SH","priorValue":13979850,"priorShares":1393804},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":13929018,"shares":256946,"shareType":"SH","priorValue":13581799,"priorShares":250865},{"issuer":"MACYS INC","titleOfClass":"COM","cusip":"55616P104","value":12757263,"shares":541710,"shareType":"SH","priorValue":5932696,"priorShares":327954},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":12704536,"shares":300060,"shareType":"SH","priorValue":14558336,"priorShares":290007},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":12295625,"shares":24572,"shareType":"SH","priorValue":11665925,"priorShares":24345},{"issuer":"ANNALY CAPITAL MANAGEMENT IN","titleOfClass":"COM NEW","cusip":"035710839","value":10881494,"shares":486650,"shareType":"SH","priorValue":10035937,"priorShares":474512},{"issuer":"BRITISH AMERN TOB PLC","titleOfClass":"SPONSORED ADR","cusip":"110448107","value":10426091,"shares":168816,"shareType":"SH","priorValue":9587682,"priorShares":163976},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":9297221,"shares":39008,"shareType":"SH","priorValue":8059263,"priorShares":38696},{"issuer":"AMCOR PLC","titleOfClass":"COM NEW","cusip":"G0250X149","value":8197865,"shares":189109,"shareType":"SH"},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":7741301,"shares":10854,"shareType":"SH","priorValue":7467463,"priorShares":13880},{"issuer":"OLD REP INTL CORP","titleOfClass":"COM","cusip":"680223104","value":7094120,"shares":173366,"shareType":"SH","priorValue":6722113,"priorShares":168474},{"issuer":"EVEREST GROUP LTD","titleOfClass":"COM","cusip":"G3223R108","value":6495952,"shares":18184,"shareType":"SH","priorValue":11464249,"priorShares":35075},{"issuer":"KINDER MORGAN INC DEL","titleOfClass":"COM","cusip":"49456B101","value":6283425,"shares":196541,"shareType":"SH","priorValue":6475892,"priorShares":193137},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":6114281,"shares":5297,"shareType":"SH","priorValue":1781092,"priorShares":5272},{"issuer":"BP PLC","titleOfClass":"SPONSORED ADR","cusip":"055622104","value":5790930,"shares":156723,"shareType":"SH","priorValue":14027721,"priorShares":298462},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":5518896,"shares":19073,"shareType":"SH","priorValue":4926718,"priorShares":19412},{"issuer":"BLACKSTONE MORTGAGE TRUST IN","titleOfClass":"COM CL A","cusip":"09257W100","value":5465940,"shares":322474,"shareType":"SH","priorValue":5939671,"priorShares":310166},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":5452407,"shares":87998,"shareType":"SH","priorValue":5258117,"priorShares":85945},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":5105494,"shares":30801,"shareType":"SH","priorValue":10957662,"priorShares":52961},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":4964747,"shares":10396,"shareType":"SH","priorValue":3493493,"priorShares":10337},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":4811638,"shares":6534,"shareType":"SH"},{"issuer":"OXFORD INDS INC","titleOfClass":"COM","cusip":"691497309","value":4722328,"shares":135427,"shareType":"SH","priorValue":5156355,"priorShares":133897},{"issuer":"CINCINNATI FINL CORP","titleOfClass":"COM","cusip":"172062101","value":4585344,"shares":24767,"shareType":"SH","priorValue":3849381,"priorShares":24464},{"issuer":"WP CAREY INC","titleOfClass":"COM","cusip":"92936U109","value":4517074,"shares":63176,"shareType":"SH","priorValue":4214555,"priorShares":62015},{"issuer":"ACADEMY SPORTS & OUTDOORS IN","titleOfClass":"COM","cusip":"00402L107","value":4362527,"shares":92564,"shareType":"SH","priorValue":5090110,"priorShares":90170},{"issuer":"DICKS SPORTING GOODS INC","titleOfClass":"COM","cusip":"253393102","value":4250093,"shares":18739,"shareType":"SH","priorValue":3676891,"priorShares":18543},{"issuer":"JACOBS SOLUTIONS INC","titleOfClass":"COM","cusip":"46982L108","value":4191516,"shares":33266,"shareType":"SH"},{"issuer":"JOHNSON CONTROLS INTERNATION","titleOfClass":"SHS","cusip":"G51502105","value":4166765,"shares":28518,"shareType":"SH"},{"issuer":"EOG RES INC","titleOfClass":"COM","cusip":"26875P101","value":4139430,"shares":31908,"shareType":"SH","priorValue":4571210,"priorShares":31619},{"issuer":"NEBIUS GROUP N.V.","titleOfClass":"SHS CLASS A","cusip":"N97284108","value":4096706,"shares":14834,"shareType":"SH","priorValue":1858134,"priorShares":17908},{"issuer":"HORMEL FOODS CORP","titleOfClass":"COM","cusip":"440452100","value":3948117,"shares":159070,"shareType":"SH"},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":3935661,"shares":33446,"shareType":"SH","priorValue":3776611,"priorShares":32843},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":3862957,"shares":16325,"shareType":"SH","priorValue":3466813,"priorShares":16120},{"issuer":"BORGWARNER INC","titleOfClass":"COM","cusip":"099724106","value":3581417,"shares":53937,"shareType":"SH"},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":2966742,"shares":143321,"shareType":"SH","priorValue":4133821,"priorShares":142595},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":2222535,"shares":6638,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524755","value":2060184,"shares":39048,"shareType":"SH","priorValue":1908066,"priorShares":38996},{"issuer":"APPLIED DIGITAL CORP","titleOfClass":"COM NEW","cusip":"038169207","value":1946314,"shares":52180,"shareType":"SH","priorValue":1219263,"priorShares":51359},{"issuer":"APPLIED OPTOELECTRONICS INC","titleOfClass":"COM","cusip":"03823U102","value":1867705,"shares":12606,"shareType":"SH","priorValue":691862,"priorShares":8179},{"issuer":"HUT 8 CORP","titleOfClass":"COM","cusip":"44812J104","value":1686766,"shares":14611,"shareType":"SH","priorValue":674003,"priorShares":14368},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":1590085,"shares":7473,"shareType":"SH","priorValue":1420321,"priorShares":7400},{"issuer":"INNODATA INC","titleOfClass":"COM NEW","cusip":"457642205","value":1350388,"shares":17867,"shareType":"SH","priorValue":671061,"priorShares":17376},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":1340114,"shares":9802,"shareType":"SH","priorValue":1662645,"priorShares":9800},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":1093388,"shares":1592,"shareType":"SH","priorValue":941673,"priorShares":1576},{"issuer":"AXT INC","titleOfClass":"COM","cusip":"00246W103","value":1005444,"shares":13949,"shareType":"SH","priorValue":785070,"priorShares":13778},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":1003773,"shares":11140,"shareType":"SH","priorValue":792150,"priorShares":10535},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":961458,"shares":4805,"shareType":"SH","priorValue":836793,"priorShares":4798},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":878497,"shares":18483,"shareType":"SH","priorValue":758727,"priorShares":18483},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":871122,"shares":5573,"shareType":"SH","priorValue":846594,"priorShares":5591},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":870458,"shares":5869,"shareType":"SH","priorValue":710452,"priorShares":5715},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":838577,"shares":2248,"shareType":"SH","priorValue":837353,"priorShares":2262},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":809160,"shares":2472,"shareType":"SH","priorValue":727164,"priorShares":2472},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":743647,"shares":620,"shareType":"SH","priorValue":570257,"priorShares":620},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":632311,"shares":13900,"shareType":"SH","priorValue":631654,"priorShares":13846},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":572903,"shares":4458,"shareType":"SH","priorValue":536299,"priorShares":4458},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":570437,"shares":3890,"shareType":"SH","priorValue":561879,"priorShares":3890},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR NAT ETF","cusip":"78463X541","value":570130,"shares":8470,"shareType":"SH","priorValue":632645,"priorShares":8473},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":453363,"shares":1200,"shareType":"SH","priorValue":369914,"priorShares":1195},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":427176,"shares":1209,"shareType":"SH","priorValue":345953,"priorShares":1206},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":415489,"shares":1178,"shareType":"SH","priorValue":396343,"priorShares":1205},{"issuer":"MERCADOLIBRE INC","titleOfClass":"COM","cusip":"58733R102","value":405676,"shares":239,"shareType":"SH","priorValue":4917333,"priorShares":2844},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":402258,"shares":2484,"shareType":"SH","priorValue":360817,"priorShares":2484},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":386965,"shares":401,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":376683,"shares":2782,"shareType":"SH","priorValue":432017,"priorShares":2782},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US REAL ESTA ETF","cusip":"25434V823","value":359302,"shares":13735,"shareType":"SH","priorValue":319205,"priorShares":13497},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":333314,"shares":313,"shareType":"SH","priorValue":221748,"priorShares":313},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":306330,"shares":3381,"shareType":"SH","priorValue":269373,"priorShares":3365},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":288520,"shares":385,"shareType":"SH","priorValue":252312,"priorShares":386},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":287240,"shares":1131,"shareType":"SH","priorValue":276440,"priorShares":1131},{"issuer":"SPIRE INC","titleOfClass":"COM","cusip":"84857L101","value":264803,"shares":3391,"shareType":"SH","priorValue":307021,"priorShares":3391},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":263604,"shares":1032,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":259597,"shares":3194,"shareType":"SH","priorValue":244410,"priorShares":3214},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":243896,"shares":659,"shareType":"SH","priorValue":211133,"priorShares":658},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":231446,"shares":940,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":229155,"shares":627,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":224196,"shares":3140,"shareType":"SH","priorValue":301912,"priorShares":3140},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":223562,"shares":795,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":218399,"shares":233,"shareType":"SH","priorValue":232598,"priorShares":233},{"issuer":"CITY HLDG CO","titleOfClass":"COM","cusip":"177835105","value":212357,"shares":1601,"shareType":"SH"},{"issuer":"CURTISS WRIGHT CORP","titleOfClass":"COM","cusip":"231561101","value":209142,"shares":276,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":205340,"shares":1813,"shareType":"SH","priorValue":225320,"priorShares":1813}]},"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."}