Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BROADLEAF PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 19, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
MICROSOFT CORP (594918104)
|
72,421 |
$9,701k |
|
|
Amazon.com Inc (023135106)
|
4,612 |
$8,733k |
|
|
Alphabet Inc (02079K107)
|
6,874 |
$7,430k |
|
|
Apple Inc (037833100)
|
36,917 |
$7,307k |
|
|
Facebook Inc (30303M102)
|
36,826 |
$7,107k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
191,206 |
$6,136k |
|
|
THE TRADE DESK (88339J105)
|
24,321 |
$5,540k |
|
|
salesforce.com Inc (79466L302)
|
31,456 |
$4,773k |
|
|
VISA INC COM CL A (92826C839)
|
26,612 |
$4,619k |
|
|
MASTERCARD INC (57636Q104)
|
17,007 |
$4,499k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
18,364 |
$4,481k |
|
|
ADOBE INC (00724F101)
|
15,094 |
$4,447k |
|
|
Vertex Pharmaceuticals Inc (92532F100)
|
23,228 |
$4,260k |
|
|
PayPal Holdings Inc (70450Y103)
|
36,843 |
$4,217k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
20,148 |
$4,122k |
|
|
HOME DEPOT INC (437076102)
|
19,557 |
$4,067k |
|
|
Intuit Inc (461202103)
|
14,648 |
$3,828k |
|
|
Netflix Inc (64110L106)
|
10,400 |
$3,820k |
|
|
ROPER TECHNOLOGIES (776696106)
|
9,966 |
$3,650k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
63,326 |
$3,615k |
|
|
PAYLOCITY HLDG CORP (70438V106)
|
38,275 |
$3,591k |
|
|
DANAHER CORP (235851102)
|
24,967 |
$3,568k |
|
|
COSTCO WHSL CORP (22160K105)
|
13,037 |
$3,445k |
|
|
TRANSDIGM GROUP INC COM (893641100)
|
6,951 |
$3,363k |
|
|
SERVICENOW INC (81762P102)
|
12,214 |
$3,354k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
15,345 |
$3,137k |
|
|
UNION PAC CORP (907818108)
|
17,594 |
$2,975k |
|
|
Intercontinental Exchange Inc (45866F104)
|
33,939 |
$2,917k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
6,233 |
$2,857k |
|
|
LULULEMON ATHLETICA (550021109)
|
15,006 |
$2,704k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
58,185 |
$2,475k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
202,343 |
$1,993k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
31,081 |
$1,649k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
20,359 |
$1,455k |
|
|
ZOOM VIDEO COMMUNICATIONS INC CL A (98980L101)
|
15,930 |
$1,414k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
6,749 |
$1,257k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
8,349 |
$1,190k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,260 |
$872k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
6,916 |
$767k |
|
|
ABBOTT LABS (002824100)
|
7,406 |
$623k |
|
|
ABBVIE INC (00287Y109)
|
6,331 |
$460k |
|
|
CISCO SYSTEMS INC (17275R102)
|
8,036 |
$440k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,040 |
$435k |
|
|
Ball Corp. (058498106)
|
5,400 |
$378k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
3,685 |
$307k |
|
|
PEPSICO INC (713448108)
|
2,228 |
$292k |
|
|
ISHARES (464287556)
|
2,509 |
$274k |
|
|
MCDONALDS CORP (580135101)
|
1,230 |
$255k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
1,836 |
$245k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,388 |
$241k |
|
|
INVESCO ETF TR II (46138E628)
|
4,467 |
$225k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,999 |
$219k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,050 |
$209k |
|
|
Royal Dutch Shell PLC (780259206)
|
3,200 |
$208k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
12,724 |
$176k |
|
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