Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Arista Networks Inc(ANET) | 0 | 59,415 | +59,415 | 0 | 6,567 | 0.65% | +6,567 |
| Vanguard Total Stock Market ET | 877,618 | 878,973 | +1,355 | 248,506 | 254,735 | 25.19% | +6,229 |
| iShares Russell 1000 Growth ET | 0 | 203,157 | +203,157 | 0 | 81,584 | 8.07% | +81,584 |
| Caterpillar Inc(CAT) | 0 | 14,667 | +14,667 | 0 | 5,321 | 0.53% | +5,321 |
| iShares National Muni Bond ETF | 0 | 40,162 | +40,162 | 0 | 4,279 | 0.42% | +4,279 |
| Deere & Co Com(DE) | 0 | 10,040 | +10,040 | 0 | 4,254 | 0.42% | +4,254 |
| MGE Energy Inc(MGEE) | 6,808 | 45,584 | +38,776 | 623 | 4,283 | 0.42% | +3,660 |
| Broadcom Inc(AVGO) | 36,742 | 38,053 | +1,311 | 6,338 | 8,822 | 0.87% | +2,484 |
| Lam Research Corporation(LRCX) | 0 | 29,585 | +29,585 | 0 | 2,137 | 0.21% | +2,137 |
| Nvidia Corp(NVDA) | 81,760 | 84,189 | +2,429 | 9,929 | 11,306 | 1.12% | +1,377 |
| Apple Inc(AAPL) | 58,144 | 58,728 | +584 | 13,548 | 14,707 | 1.45% | +1,159 |
| Alphabet Inc Cap Stk Cl A(GOOG) | 0 | 37,275 | +37,275 | 0 | 7,056 | 0.70% | +7,056 |
| JPMorgan Chase & Co(JPM) | 30,907 | 31,355 | +448 | 6,517 | 7,516 | 0.74% | +999 |
| Ameren Corporation(AEE) | 0 | 11,155 | +11,155 | 0 | 994 | 0.10% | +994 |
| Blackrock Inc New(BLK) | 0 | 830 | +830 | 0 | 851 | 0.08% | +851 |
| First Business Financial Servi | 365,912 | 376,088 | +10,176 | 16,682 | 17,409 | 1.72% | +727 |
| Alliant Energy Corp(LNT) | 3,614 | 15,614 | +12,000 | 219 | 923 | 0.09% | +704 |
| General Dynamics Corp(GD) | 6,244 | 9,574 | +3,330 | 1,887 | 2,523 | 0.25% | +636 |
| Southern Company(SO) | 0 | 7,490 | +7,490 | 0 | 617 | 0.06% | +617 |
| Ciena Corp(CIEN) | 21,361 | 22,474 | +1,113 | 1,316 | 1,906 | 0.19% | +590 |
| Quanta Services Inc | 11,746 | 12,794 | +1,048 | 3,502 | 4,044 | 0.40% | +541 |
| SPDR S&P 500 ETF(SPY) | 42,854 | 42,830 | -24 | 24,588 | 25,102 | 2.48% | +514 |
| Lululemon Athletica Inc(LULU) | 0 | 4,215 | +4,215 | 0 | 1,612 | 0.16% | +1,612 |
| Citigroup Inc(C) | 39,361 | 41,999 | +2,638 | 2,464 | 2,956 | 0.29% | +492 |
| Douglas Dynamics Inc(PLOW) | 0 | 20,000 | +20,000 | 0 | 473 | 0.05% | +473 |
| Expedia Group Inc New(EXPE) | 9,940 | 10,355 | +415 | 1,471 | 1,929 | 0.19% | +458 |
| Toro Co | 0 | 5,000 | +5,000 | 0 | 401 | 0.04% | +401 |
| Duke Energy Corp(DUK) | 0 | 3,566 | +3,566 | 0 | 384 | 0.04% | +384 |
| Palantir Technologies Inc(PLTR) | 9,991 | 9,991 | 0 | 372 | 756 | 0.07% | +384 |
| Cisco Systems Inc(CSCO) | 50,979 | 52,106 | +1,127 | 2,713 | 3,085 | 0.30% | +372 |
| ADMA Biologics Inc | 0 | 20,000 | +20,000 | 0 | 343 | 0.03% | +343 |
| Bank of America Corp | 59,232 | 60,947 | +1,715 | 2,350 | 2,679 | 0.26% | +328 |
| Darden Restaurants Inc(DRI) | 10,878 | 11,247 | +369 | 1,785 | 2,100 | 0.21% | +314 |
| T Mobile US Inc(TMUS) | 14,343 | 14,830 | +487 | 2,960 | 3,273 | 0.32% | +314 |
| iShares Core S&P Mid-Cap ETF | 749,645 | 754,722 | +5,077 | 46,718 | 47,027 | 4.65% | +309 |
| Amazon.com Inc(AMZN) | 0 | 8,654 | +8,654 | 0 | 1,899 | 0.19% | +1,899 |
| Walt Disney Company(DIS) | 19,958 | 19,791 | -167 | 1,920 | 2,204 | 0.22% | +284 |
| Equinix Inc(EQIX) | 2,713 | 2,809 | +96 | 2,408 | 2,649 | 0.26% | +240 |
| International Business Machine(IBM) | 0 | 1,030 | +1,030 | 0 | 226 | 0.02% | +226 |
| Morgan Stanley(MS) | 0 | 1,762 | +1,762 | 0 | 222 | 0.02% | +222 |
| Costco Wholesale Corp(COST) | 4,076 | 4,180 | +104 | 3,613 | 3,830 | 0.38% | +217 |
| Honeywell International Inc(HON) | 0 | 957 | +957 | 0 | 216 | 0.02% | +216 |
| US Bancorp(USB) | 9,042 | 12,571 | +3,529 | 413 | 601 | 0.06% | +188 |
| Hilton Worldwide Hldgs Inc(HLT) | 6,831 | 7,090 | +259 | 1,575 | 1,752 | 0.17% | +178 |
| Alphabet Inc Cap Stk Cl C(GOOG) | 0 | 7,476 | +7,476 | 0 | 1,424 | 0.14% | +1,424 |
| JPMorgan Ultra-Short Income ET ULTRA SHRT ETF | 0 | 206,520 | +206,520 | 0 | 10,402 | 1.03% | +10,402 |
| Exxon Mobil Corp | 24,135 | 27,646 | +3,511 | 2,829 | 2,974 | 0.29% | +145 |
| Kroger Co(KR) | 24,935 | 25,668 | +733 | 1,429 | 1,570 | 0.16% | +141 |
| Consumer Discr Select Sect SPD ST STR DISCR ETF | 5,651 | 5,651 | 0 | 1,132 | 1,268 | 0.13% | +136 |
| Electronic Arts Inc(EA) | 15,286 | 15,886 | +600 | 2,193 | 2,324 | 0.23% | +131 |
| Marvell Technology Group LTD(MRVL) | 0 | 3,136 | +3,136 | 0 | 346 | 0.03% | +346 |
| Schlumberger Ltd(SLB) | 0 | 40,154 | +40,154 | 0 | 1,540 | 0.15% | +1,540 |
| Prudential Financial Inc(PFH) | 17,386 | 18,528 | +1,142 | 2,105 | 2,196 | 0.22% | +91 |
| Technology Select Sector SPDR ST STR TECHN ETF | 0 | 13,285 | +13,285 | 0 | 3,089 | 0.31% | +3,089 |
| Stryker Corp(SYK) | 8,627 | 8,905 | +278 | 3,117 | 3,206 | 0.32% | +90 |
| iShares Edge MSCI USA Momentum MSCI USA MMENTM | 20,335 | 20,335 | 0 | 4,123 | 4,208 | 0.42% | +85 |
| Wal-Mart Inc(WMT) | 8,056 | 8,056 | 0 | 651 | 728 | 0.07% | +77 |
| Xcel Energy Inc.(XEL) | 3,277 | 4,277 | +1,000 | 214 | 289 | 0.03% | +75 |
| TJX Companies Inc(TJX) | 19,483 | 19,561 | +78 | 2,290 | 2,363 | 0.23% | +73 |
| Financial Select Sector SPDR E ST STR FINL ETF | 24,095 | 24,095 | 0 | 1,092 | 1,165 | 0.12% | +73 |
| Servicenow Inc(NOW) | 428 | 428 | 0 | 383 | 454 | 0.04% | +71 |
| iShares S&P 500 Core | 5,873 | 5,873 | 0 | 3,388 | 3,457 | 0.34% | +70 |
| CENCORA INC | 13,255 | 13,585 | +330 | 2,983 | 3,052 | 0.30% | +69 |
| Ameriprise Financial Inc(AMP) | 1,093 | 1,093 | 0 | 514 | 582 | 0.06% | +68 |
| Chevron Corp(CVX) | 0 | 5,629 | +5,629 | 0 | 815 | 0.08% | +815 |
| Vanguard Communication SVCS ET COMM SRVC ETF | 6,200 | 6,200 | 0 | 901 | 961 | 0.09% | +59 |
| EOG Res Inc(EOG) | 11,152 | 11,605 | +453 | 1,371 | 1,423 | 0.14% | +52 |
| Visa Inc(V) | 0 | 1,200 | +1,200 | 0 | 379 | 0.04% | +379 |
| Republic Services Inc(RSG) | 12,494 | 12,708 | +214 | 2,509 | 2,557 | 0.25% | +47 |
| Ark Innovation INNOVATION ETF | 0 | 5,057 | +5,057 | 0 | 287 | 0.03% | +287 |
| Weyco Group Inc | 13,096 | 13,096 | 0 | 446 | 492 | 0.05% | +46 |
| Ford Motor Co(F) | 12,709 | 18,193 | +5,484 | 134 | 180 | 0.02% | +46 |
| Communication Sector Select SP ST STR SVC ETF | 0 | 7,057 | +7,057 | 0 | 683 | 0.07% | +683 |
| iShares Russell 1000 ETF | 5,578 | 5,578 | 0 | 1,754 | 1,797 | 0.18% | +43 |
| Vanguard Index Growth | 0 | 1,502 | +1,502 | 0 | 616 | 0.06% | +616 |
| McKesson Corp(MCK) | 0 | 523 | +523 | 0 | 298 | 0.03% | +298 |
| Intuitive Surgical Inc | 1,251 | 1,251 | 0 | 615 | 653 | 0.06% | +38 |
| American Express CO(AXP) | 1,468 | 1,468 | 0 | 398 | 436 | 0.04% | +38 |
| The Charles Schwab Corp(SCHW) | 0 | 3,931 | +3,931 | 0 | 291 | 0.03% | +291 |
| Mastercard Inc Cl A(MA) | 885 | 885 | 0 | 437 | 466 | 0.05% | +29 |
| Corteva Inc Com(CTVA) | 40,350 | 42,064 | +1,714 | 2,372 | 2,396 | 0.24% | +24 |
| Corning Inc(GLW) | 0 | 9,519 | +9,519 | 0 | 452 | 0.04% | +452 |
| Aon PLC Shs Cl A(AON) | 1,632 | 1,632 | 0 | 565 | 586 | 0.06% | +21 |
| Vanguard Information Technolog INF TECH ETF | 0 | 519 | +519 | 0 | 323 | 0.03% | +323 |
| Paypal Hldgs Inc(PYPL) | 3,549 | 3,449 | -100 | 277 | 294 | 0.03% | +17 |
| Vanguard Small-Cap ETF | 5,129 | 5,129 | 0 | 1,217 | 1,232 | 0.12% | +16 |
| Rockwell Automation Inc(ROK) | 0 | 867 | +867 | 0 | 248 | 0.02% | +248 |
| Meta Platforms Inc(META) | 0 | 938 | +938 | 0 | 549 | 0.05% | +549 |
| iShares Russell 2000 Growth | 3,132 | 3,132 | 0 | 889 | 901 | 0.09% | +12 |
| Altria Group Inc(MO) | 7,116 | 7,116 | 0 | 363 | 372 | 0.04% | +9 |
| Cummins Inc(CMI) | 904 | 864 | -40 | 293 | 301 | 0.03% | +8 |
| Ishares Tr Global Tech ETF | 0 | 3,143 | +3,143 | 0 | 266 | 0.03% | +266 |
| Parker Hannifin Corp(PH) | 455 | 455 | 0 | 287 | 289 | 0.03% | +2 |
| Eaton Corp PLC(ETN) | 2,062 | 2,062 | 0 | 683 | 684 | 0.07% | +1 |
| Vanguard Mid-Cap ETF | 2,832 | 2,832 | 0 | 747 | 748 | 0.07% | +1 |
| iShares Russell 2000 | 5,923 | 5,923 | 0 | 1,308 | 1,309 | 0.13% | 0 |
| SPDRA S&P MidCap 400 ETF(MDY) | 0 | 917 | +917 | 0 | 522 | 0.05% | +522 |
| Arthur J. Gallagher & Co(AJG) | 0 | 1,037 | +1,037 | 0 | 294 | 0.03% | +294 |
| Abbott Laboratories | 0 | 5,443 | +5,443 | 0 | 616 | 0.06% | +616 |
| Spdr Gold Trust Shs(GLD) | 5,500 | 5,500 | 0 | 1,337 | 1,332 | 0.13% | -5 |