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Broadleaf Partners, LLC

Q1 2022 Holdings

Filed 2022-05-11 | 68 holdings | $26.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
NextEra Energy Inc(NEE)COM65339F101$2032,4000.0%
Charles Schwab Corp(SCHW)COM808513105$2232,6400.0%
Morgan Stanley(MS)COM617446448$2382,7190.0%
Spdr Fund Consume Discre Selec(XLY)ETF81369Y407$2431,3160.0%
Illinois Tool Works(ITW)COM452308109$2431,1590.0%
Huntington Bancshs(HBAN)COM446150104$25117,1400.0%
Ishares Russell 1000 Growth Et(IWF)ETF464287614$2739850.0%
Norfolk Souther Co(NSC)COM655844108$2819850.0%
Exxon Mobil Corp(XOM)COM30231G102$2873,4770.0%
McDonalds Corp(MCD)COM580135101$3171,2800.0%
iShares Nasdaq Biotechnology E(IBB)ETF464287556$3182,4440.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$3382,6350.0%
Moodys Corp(MCO)COM615369105$3581,0600.0%
Invesco KBW Bank ETF(KBWB)ETF46138E628$3615,6710.0%
Spdr Gold Shares ETF(GLD)ETF78463V107$4022,2240.0%
Ball Corporation(BALL)COM058498106$4384,8640.0%
Chevron Corporation(CVX)COM166764100$4392,6930.0%
Comcast Corporation Class A(CMCSA)COM20030N101$4589,7890.0%
Alphabet Inc. Class A(GOOGL)COM02079K305$5311910.0%
Walt Disney Co(DIS)COM254687106$5383,9250.0%
Home Depot Inc(HD)COM437076102$6092,0350.0%
Pepsico Incorporated(PEP)COM713448108$6173,6840.0%
Procter & Gamble(PG)COM742718109$6214,0670.0%
Abbott Laboratories(ABT)COM002824100$6525,5060.0%
Berkshire Hathaway Class B(BRK/B)COM084670702$8412,3840.0%
Johnson & Johnson(JNJ)COM478160104$1.3K7,3650.0%
Vanguard Value(VTV)ETF922908744$1.3K8,9550.0%
iShares Russell Mid Cap Growth(IWP)ETF464287481$1.7K17,3540.0%
Select Sector UTI Select Spdr(XLU)ETF81369Y886$2.0K26,9360.0%
Schwab US Broad Market ETF(SCHB)ETF808524102$2.3K42,6260.0%
Schwab US Small Cap ETF(SCHA)ETF808524607$2.3K48,3730.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$2.6K56,3440.0%
T Rowe Price Growth Stock ETF(TGRW)ETF87283Q305$2.9K100,4070.0%
Sherwin Williams Co(SHW)COM824348106$3.0K11,8380.0%
Schwab US Large Cap Growth ETF(SCHG)ETF808524300$3.0K40,1350.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$3.4K43,1220.0%
Dexcom Inc(DXCM)COM252131107$4.2K8,2540.0%
Charles Schwab US MC ETF(SCHM)ETF808524508$4.5K58,9570.0%
Paylocity Hldg Corp(PCTY)COM70438V106$4.6K22,3130.0%
Goldman Sachs Group(GS)COM38141G104$4.7K14,2020.0%
Danaher Corp(DHR)COM235851102$4.7K16,0140.0%
Sun Communities(SUI)COM866674104$5.0K28,4210.0%
United Rentals Inc(URI)COM911363109$5.0K14,2110.0%
Schlumberger Ltd F(SLB)COM806857108$5.1K124,4400.0%
Intercontinental Exc(ICE)COM45866F104$5.6K42,3400.0%
Analog Devices(ADI)COM032654105$6.1K36,9520.0%
Intuit Inc(INTU)COM461202103$6.8K14,1090.0%
Lockheed Martin Corp(LMT)COM539830109$6.9K15,6980.0%
Intuitive Surgical(ISRG)COM46120E602$7.1K23,6960.0%
The Trade Desk Inc Class A(TTD)COM88339J105$7.2K104,2070.0%
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