{"url":"https://nivawealth.com/firms/mclaughlin-asset-management-125735","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/125735","regulatoryAum":176147241,"crd":"125735","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7903179","suffix":null,"lastName":"Keene","firstName":"James","middleName":"Edward"},{"crd":"4648999","suffix":null,"lastName":"MCLAUGHLIN","firstName":"DONALD","middleName":"ARTHUR"},{"crd":"5097456","suffix":null,"lastName":"MCLAUGHLIN","firstName":"RYAN","middleName":"JAMES"},{"crd":"7011432","suffix":null,"lastName":"Pechin","firstName":"James","middleName":"Thomas"}],"total":4,"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":"2025-04-22","regulatoryAum":125317842,"clients":99,"employees":3,"offices":3},{"filedOn":"2026-03-31","regulatoryAum":176147241,"clients":111,"employees":4,"offices":2}],"secFileNumber":"801-132797","legalName":"McLaughlin Asset Management, Inc.","displayName":"McLaughlin Asset Management","slug":"mclaughlin-asset-management-125735","website":"https://maminvesting.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"1905-E U.S. Route 150, Suite E","city":"Danville","state":"IL","stateName":"Illinois","country":"United States","postalCode":"61832"},"tradeNames":[],"registration":{"secApproved":"22 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1524788.4594594594,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":176147241,"discretionary":176022611,"discretionaryAccounts":318,"nonDiscretionary":124630,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":55,"regulatoryAum":15679764},{"label":"High-net-worth individuals","clients":56,"regulatoryAum":153571755},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":6895722},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":0}],"feePrograms":[{"role":"main","program":"Individually managed accounts","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038100","versionId":1038100,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-31","documentName":"ADV PART II BROCHURE","fee_rate_low":0.4,"fee_rate_high":2,"fee_negotiable":false,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning for non-discretionary clients","summary":"One-time or ongoing financial planning for non-discretionary clients is charged a negotiated fixed fee based on scope and complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038100","versionId":1038100,"submittedOn":"2026-03-31","documentName":"ADV PART II BROCHURE"},{"role":"other","program":"Retirement plan consulting","summary":"Billed as a percentage of plan assets under management, with fees not to exceed 1.30%, set by case-by-case agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038100","versionId":1038100,"submittedOn":"2026-03-31","documentName":"ADV PART II BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:49:02.039662+00:00","documents":[{"name":"ADV PART II BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038100","versionId":1038100,"submittedOn":"2026-03-31"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038101","versionId":1038101,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":176147241}],"custodyNote":"McLaughlin Asset Management has custody of $4.24M in client assets for 4 clients.","otherCustodians":[],"leadership":[{"name":"Ryan McLaughlin","title":"President & Chief Investment Officer & Chief Compliance Officer","crd":"5097456"},{"name":"Donald McLaughlin","title":"Chairman of the Board","crd":"4648999"}],"ownership":[{"label":"Donald McLaughlin","detail":"Chairman of the board in the 50% to 75% ownership band and a control person, since April 2003."},{"label":"Ryan McLaughlin","detail":"President & chief investment officer & chief compliance officer in the 25% to 50% ownership band and a control person, since June 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"1905-E U.S. Route 150, Suite E","city":"Danville","headquarters":true}]},{"state":"Indiana","offices":1,"addresses":[{"street":"401 Main Street","city":"Lafayette"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"217-442-6484","stateRegisteredReps":4,"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 businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":69},{"label":"U.S. government/agency bonds","percent":13},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":7},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/125735/PDF/125735.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038100","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 McLaughlin Asset Management have?","answer":"McLaughlin Asset Management has 111 clients and manages $176 million for them, as of March 2026. They include 56 high-net-worth individuals and 55 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McLaughlin Asset Management offer?","answer":"McLaughlin Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","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 McLaughlin Asset Management charge?","answer":"McLaughlin Asset Management charges 0.40%–2.00% a year for its Individually managed accounts. The fee is billed in arrears and is not negotiable.","source":"ADV PART II BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McLaughlin Asset Management use?","answer":"McLaughlin Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $176M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McLaughlin Asset Management have?","answer":"McLaughlin Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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 McLaughlin Asset Management invest in?","answer":"At the end of its last fiscal year, McLaughlin Asset Management’s separately managed accounts held 69% exchange-traded equities, 13% U.S. government and agency bonds, 7% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 5% cash and equivalents and 1% state and local 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 McLaughlin Asset Management?","answer":"McLaughlin Asset Management’s direct owners are Donald McLaughlin (50% to 75%) and Ryan McLaughlin (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McLaughlin Asset Management get paid?","answer":"McLaughlin Asset 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":"How do I contact McLaughlin Asset Management?","answer":"McLaughlin Asset Management’s main office is at 1905-E U.S. Route 150, Suite E, Danville, IL 61832. Its phone number is 217-442-6484. Its website is maminvesting.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/mclaughlin-asset-management-125735/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-12","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2112239/000211223926000003/0002112239-26-000003-index.html","totalValue":145182870,"positionCount":96,"top10Share":0.42445394556534116,"top10":[{"issuer":"STATE STREET SPDR S&P","titleOfClass":"UIE","cusip":"78462F103","value":14819980,"shares":19845,"shareType":"SH","priorValue":8985247,"priorShares":13816},{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":7517663,"shares":37571,"shareType":"SH","priorValue":5088707,"priorShares":29178},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":6721590,"shares":6312,"shareType":"SH","priorValue":3033586,"priorShares":4282},{"issuer":"KLA CORP","titleOfClass":"COM","cusip":"482480100","value":6474998,"shares":21461,"shareType":"SH","priorValue":2693038,"priorShares":1829},{"issuer":"ELI LILLY AND CO","titleOfClass":"COM","cusip":"532457108","value":5494753,"shares":4581,"shareType":"SH","priorValue":3814412,"priorShares":4147},{"issuer":"JPMORGAN HEDGED EQUITY","titleOfClass":"UIE","cusip":"46654Q724","value":4671874,"shares":69131,"shareType":"SH","priorValue":2246500,"priorShares":35151},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":4666804,"shares":12354,"shareType":"SH","priorValue":3188947,"priorShares":10303},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3953824,"shares":10599,"shareType":"SH","priorValue":2369802,"priorShares":6402},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":3865804,"shares":11336,"shareType":"SH","priorValue":1974341,"priorShares":12315},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":3436152,"shares":11875,"shareType":"SH"}],"positionsListed":96,"positions":[{"issuer":"STATE STREET SPDR S&P","titleOfClass":"UIE","cusip":"78462F103","value":14819980,"shares":19845,"shareType":"SH","priorValue":8985247,"priorShares":13816},{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":7517663,"shares":37571,"shareType":"SH","priorValue":5088707,"priorShares":29178},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":6721590,"shares":6312,"shareType":"SH","priorValue":3033586,"priorShares":4282},{"issuer":"KLA CORP","titleOfClass":"COM","cusip":"482480100","value":6474998,"shares":21461,"shareType":"SH","priorValue":2693038,"priorShares":1829},{"issuer":"ELI LILLY AND CO","titleOfClass":"COM","cusip":"532457108","value":5494753,"shares":4581,"shareType":"SH","priorValue":3814412,"priorShares":4147},{"issuer":"JPMORGAN HEDGED EQUITY","titleOfClass":"UIE","cusip":"46654Q724","value":4671874,"shares":69131,"shareType":"SH","priorValue":2246500,"priorShares":35151},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":4666804,"shares":12354,"shareType":"SH","priorValue":3188947,"priorShares":10303},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3953824,"shares":10599,"shareType":"SH","priorValue":2369802,"priorShares":6402},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":3865804,"shares":11336,"shareType":"SH","priorValue":1974341,"priorShares":12315},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":3436152,"shares":11875,"shareType":"SH"},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":3198508,"shares":7381,"shareType":"SH","priorValue":2141728,"priorShares":10024},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":2932774,"shares":12305,"shareType":"SH","priorValue":2524232,"priorShares":12120},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":2539409,"shares":3610,"shareType":"SH","priorValue":2169762,"priorShares":3518},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":2528358,"shares":2152,"shareType":"SH","priorValue":1344266,"priorShares":1540},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":2366378,"shares":15620,"shareType":"SH","priorValue":2435848,"priorShares":15253},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":2329500,"shares":7820,"shareType":"SH","priorValue":1002584,"priorShares":10122},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2063812,"shares":5775,"shareType":"SH","priorValue":1213791,"priorShares":4221},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"SMALL & MID CAP","cusip":"46641Q118","value":2042748,"shares":26179,"shareType":"SH","priorValue":1739025,"priorShares":26045},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":1773812,"shares":2453,"shareType":"SH","priorValue":823852,"priorShares":2410},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":1773741,"shares":33086,"shareType":"SH","priorValue":1610795,"priorShares":32627},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":1689837,"shares":5047,"shareType":"SH","priorValue":1541318,"priorShares":6151},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":1618107,"shares":9525,"shareType":"SH","priorValue":1079605,"priorShares":8793},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1548926,"shares":4732,"shareType":"SH","priorValue":1382258,"priorShares":4699},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":1541104,"shares":9188,"shareType":"SH","priorValue":1201582,"priorShares":5721},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":1527634,"shares":11173,"shareType":"SH","priorValue":1941665,"priorShares":11444},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1458137,"shares":2914,"shareType":"SH","priorValue":1439996,"priorShares":3005},{"issuer":"TOLL BROTHERS INC","titleOfClass":"COM","cusip":"889478103","value":1455237,"shares":8833,"shareType":"SH","priorValue":1199298,"priorShares":8788},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":1442972,"shares":3861,"shareType":"SH","priorValue":1084001,"priorShares":3820},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1382543,"shares":1367,"shareType":"SH","priorValue":1180156,"priorShares":1395},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":1345914,"shares":5006,"shareType":"SH","priorValue":1178112,"priorShares":5112},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":1296174,"shares":3832,"shareType":"SH","priorValue":1182697,"priorShares":3910},{"issuer":"COHERENT CORP","titleOfClass":"COM","cusip":"19247G107","value":1254810,"shares":3181,"shareType":"SH","priorValue":1123875,"priorShares":4718},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1201890,"shares":3503,"shareType":"SH","priorValue":974457,"priorShares":3224},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":1180472,"shares":1042,"shareType":"SH","priorValue":713989,"priorShares":980},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":1178837,"shares":14499,"shareType":"SH","priorValue":1072899,"priorShares":14108},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":1152079,"shares":2897,"shareType":"SH","priorValue":1281091,"priorShares":2779},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTRNL RES EQT","cusip":"46641Q134","value":1054388,"shares":12782,"shareType":"SH","priorValue":958111,"priorShares":12650},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":1028858,"shares":2052,"shareType":"SH","priorValue":1003236,"priorShares":2041},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":1010620,"shares":11500,"shareType":"SH","priorValue":763793,"priorShares":9979},{"issuer":"HUBBELL INC","titleOfClass":"COM","cusip":"443510607","value":1002452,"shares":1916,"shareType":"SH","priorValue":940749,"priorShares":1917},{"issuer":"VANGUARD GROWTH INDEX","titleOfClass":"UIE","cusip":"922908736","value":1001120,"shares":11622,"shareType":"SH","priorValue":433732,"priorShares":993},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":988062,"shares":1904,"shareType":"SH","priorValue":961774,"priorShares":1940},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR SVC ETF","cusip":"81369Y852","value":981166,"shares":9159,"shareType":"SH","priorValue":1117651,"priorShares":10082},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":966043,"shares":1715,"shareType":"SH","priorValue":1881163,"priorShares":3288},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":932448,"shares":3705,"shareType":"SH","priorValue":860930,"priorShares":3958},{"issuer":"DIMENSIONAL U.S. CORE","titleOfClass":"UIE","cusip":"25434V708","value":927479,"shares":20908,"shareType":"SH","priorValue":406242,"priorShares":10454},{"issuer":"ISHARES TR","titleOfClass":"INTRM GOV CR ETF","cusip":"464288612","value":902657,"shares":8508,"shareType":"SH","priorValue":924809,"priorShares":8669},{"issuer":"TALEN ENERGY CORP","titleOfClass":"COM","cusip":"87422Q109","value":892252,"shares":2322,"shareType":"SH","priorValue":748914,"priorShares":2346},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":882179,"shares":3009,"shareType":"SH"},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":862254,"shares":1933,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":853721,"shares":4481,"shareType":"SH","priorValue":604828,"priorShares":4551},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":852647,"shares":4494,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":844646,"shares":4041,"shareType":"SH","priorValue":709888,"priorShares":4314},{"issuer":"CHENIERE ENERGY INC","titleOfClass":"COM NEW","cusip":"16411R208","value":824346,"shares":3449,"shareType":"SH","priorValue":949745,"priorShares":3347},{"issuer":"ULTA BEAUTY INC","titleOfClass":"COM","cusip":"90384S303","value":821686,"shares":1822,"shareType":"SH","priorValue":900107,"priorShares":1722},{"issuer":"MOTOROLA SOLUTIONS INC","titleOfClass":"COM NEW","cusip":"620076307","value":819112,"shares":1972,"shareType":"SH","priorValue":805014,"priorShares":1855},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":805335,"shares":3785,"shareType":"SH","priorValue":719892,"priorShares":3751},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":804327,"shares":1566,"shareType":"SH","priorValue":820969,"priorShares":1643},{"issuer":"CINCINNATI FINL CORP","titleOfClass":"COM","cusip":"172062101","value":764814,"shares":4131,"shareType":"SH","priorValue":349632,"priorShares":2222},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":763181,"shares":1791,"shareType":"SH","priorValue":615550,"priorShares":1721},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":761196,"shares":1200,"shareType":"SH","priorValue":337980,"priorShares":600},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":724544,"shares":4944,"shareType":"SH","priorValue":699067,"priorShares":4752},{"issuer":"VANGUARD TOTAL STOCK MKT","titleOfClass":"MFC","cusip":"922908728","value":716340,"shares":3975,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"DIVERSFD EQT ETF","cusip":"46641Q845","value":713746,"shares":11863,"shareType":"SH","priorValue":621774,"priorShares":11859},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":668182,"shares":2122,"shareType":"SH","priorValue":717641,"priorShares":2184},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":656936,"shares":5110,"shareType":"SH","priorValue":613840,"priorShares":5103},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":655428,"shares":1855,"shareType":"SH","priorValue":591218,"priorShares":2061},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":652653,"shares":8377,"shareType":"SH","priorValue":1044656,"priorShares":13323},{"issuer":"EVERPURE INC","titleOfClass":"CL A","cusip":"74624M102","value":629927,"shares":7995,"shareType":"SH","priorValue":421782,"priorShares":7144},{"issuer":"SLB LIMITED","titleOfClass":"COM STK","cusip":"806857108","value":611396,"shares":13148,"shareType":"SH","priorValue":693293,"priorShares":13491},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":598839,"shares":2411,"shareType":"SH","priorValue":655699,"priorShares":2348},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":584361,"shares":3985,"shareType":"SH","priorValue":580071,"priorShares":4016},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":573905,"shares":613,"shareType":"SH","priorValue":589381,"priorShares":591},{"issuer":"VANGUARD INFORMATION","titleOfClass":"UIE","cusip":"92204A702","value":508678,"shares":4256,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"DIVERSFED RTRN","cusip":"46641Q886","value":483837,"shares":3895,"shareType":"SH","priorValue":455390,"priorShares":3976},{"issuer":"TRIMBLE INC","titleOfClass":"COM","cusip":"896239100","value":480990,"shares":9398,"shareType":"SH","priorValue":753015,"priorShares":11544},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":435753,"shares":571,"shareType":"SH","priorValue":219410,"priorShares":562},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":421838,"shares":2214,"shareType":"SH","priorValue":425126,"priorShares":2242},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":413482,"shares":7176,"shareType":"SH","priorValue":390586,"priorShares":6440},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":410693,"shares":5752,"shareType":"SH","priorValue":546901,"priorShares":5688},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 GRW ETF","cusip":"464287648","value":387946,"shares":985,"shareType":"SH","priorValue":312785,"priorShares":997},{"issuer":"BOSTON SCIENTIFIC CORP","titleOfClass":"COM","cusip":"101137107","value":370634,"shares":8684,"shareType":"SH","priorValue":1158240,"priorShares":18458},{"issuer":"JPMORGAN INTERNATIONAL F","titleOfClass":"MFC","cusip":"48121L163","value":355436,"shares":10591,"shareType":"SH"},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":342759,"shares":6015,"shareType":"SH","priorValue":289790,"priorShares":5944},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":337452,"shares":1200,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":337013,"shares":2489,"shareType":"SH","priorValue":409036,"priorShares":2634},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":282497,"shares":801,"shareType":"SH","priorValue":264099,"priorShares":803},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":254666,"shares":1155,"shareType":"SH","priorValue":291097,"priorShares":1232},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":246923,"shares":2377,"shareType":"SH","priorValue":232626,"priorShares":2395},{"issuer":"DEXCOM INC","titleOfClass":"COM","cusip":"252131107","value":240238,"shares":3567,"shareType":"SH","priorValue":206047,"priorShares":3281},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":232363,"shares":773,"shareType":"SH","priorValue":225527,"priorShares":909},{"issuer":"DEVON ENERGY CORP NEW","titleOfClass":"COM","cusip":"25179M103","value":223170,"shares":5401,"shareType":"SH"},{"issuer":"VANGUARD 500 INDEX ADMIR","titleOfClass":"MFC","cusip":"922908710","value":217232,"shares":314,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":214927,"shares":511,"shareType":"SH"},{"issuer":"JPMORGAN HEDGED EQUITY I","titleOfClass":"MFC","cusip":"46637K281","value":202190,"shares":5839,"shareType":"SH"},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":201752,"shares":1941,"shareType":"SH","priorValue":263032,"priorShares":1993}]},"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."}