Wealthcare Advisory Partners LLC - Q3 2020 holdings

$912 Million is the total value of Wealthcare Advisory Partners LLC's 363 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 21.2% .

 Value Shares↓ Weighting
SPLG SellSPDR PORTFOLIO LARGECAP$126,071,000
+7.8%
3,203,838
-0.7%
13.83%
-5.1%
IJH SellISHARES CORE S&P MID-CAP ETF$41,759,000
+3.8%
225,346
-0.4%
4.58%
-8.7%
SPSM SellSPDR PORTFOLIO SMALLCAP$41,402,000
+1.7%
1,512,112
-1.3%
4.54%
-10.5%
MUB BuyISHARES NATIONAL MUNI BOND$40,343,000
+13.7%
347,991
+13.1%
4.42%0.0%
SPTM BuySPDR PORTFOLIO TOTAL STOCK MARKET$39,855,000
+42.6%
974,697
+31.7%
4.37%
+25.5%
VEA SellVANGUARD FTSE DEVELOPED MARKETS$33,750,000
+4.8%
825,175
-0.6%
3.70%
-7.8%
VTI SellVANGUARD TOTAL STOCK MARKET$29,195,000
+6.6%
171,423
-2.0%
3.20%
-6.2%
SPY SellSPDR S&P 500 TRUST$25,066,000
+0.4%
74,848
-7.5%
2.75%
-11.6%
MBB BuyISHARES MBS ETF$24,474,000
+8.1%
221,687
+8.4%
2.68%
-4.9%
IEF BuyISHARES BARCLAYS 7-10 YR TREASURY BOND$23,526,000
+10.0%
193,119
+10.1%
2.58%
-3.2%
SPAB BuySPDR PORTFOLIO AGGREGATE BOND ETF$21,256,000
+13.4%
689,907
+13.6%
2.33%
-0.2%
CMBS BuyISHARES CMBS ETF$18,465,000
+13.3%
332,579
+12.1%
2.02%
-0.3%
ULST BuySPDR SSGA ULTRA SHORT TERM BOND ETF$18,313,000
+7.4%
452,950
+7.1%
2.01%
-5.5%
QLTA BuyISHARES AAA A RATED CORP BD ETF$18,277,000
+13.6%
316,053
+13.6%
2.00%
-0.0%
VEU BuyVANGUARD FTSE ALL-WORLD EX-US INDEX FUND SHARES$17,402,000
+6.8%
344,929
+0.8%
1.91%
-6.1%
VOO SellVANGUARD S&P 500$16,060,000
-3.6%
52,203
-11.2%
1.76%
-15.2%
DBEF SellXTRACKERS MSCI EAFE HEDGED EQUITY$15,576,000
+0.6%
509,014
-0.7%
1.71%
-11.5%
AAPL BuyAPPLE INC$11,563,000
+11.3%
99,845
+250.5%
1.27%
-2.1%
MSFT BuyMICROSOFT CORP$8,858,000
+6.8%
42,113
+3.3%
0.97%
-6.1%
SCZ BuyISHARES MSCI EAFE SMALL CAP INDEX$8,630,000
+14.9%
146,302
+4.4%
0.95%
+1.1%
UPS SellUNITED PARCEL SERVICE INC$8,621,000
+40.9%
51,736
-6.0%
0.94%
+23.9%
JNJ BuyJOHNSON & JOHNSON$7,421,000
+9.5%
49,846
+3.4%
0.81%
-3.7%
IVV BuyISHARES CORE S&P 500$7,043,000
+44.3%
20,956
+33.0%
0.77%
+27.0%
SPDW BuySPDR PORTFOLIO DEVELOPED WLD EX-US$6,205,000
+52.6%
212,070
+44.0%
0.68%
+34.1%
VNQ BuyVANGUARD REAL ESTATE$6,173,000
+29.4%
78,180
+28.7%
0.68%
+13.8%
IWD BuyISHARES RUSSELL 1000 VALUE ETF$6,109,000
+18.2%
51,715
+12.7%
0.67%
+4.0%
VWO SellVANGUARD FTSE EMERGING MARKETS$6,021,000
+0.5%
139,254
-7.9%
0.66%
-11.6%
IAU BuyISHARES GOLD TRUST$5,651,000
+59.9%
314,139
+51.0%
0.62%
+40.6%
AMZN BuyAMAZON.COM INC$5,246,000
+18.1%
1,666
+3.5%
0.58%
+3.8%
ICLN NewISHARES GLOBAL CLEAN ENERGY ETF$4,721,000255,314
+100.0%
0.52%
VYM SellVANGUARD HIGH DIVIDEND YIELD$4,381,000
-6.3%
54,132
-8.8%
0.48%
-17.7%
AGG BuyISHARES CORE US AGGREGATE BOND$4,350,000
+2.4%
36,844
+2.5%
0.48%
-9.8%
BKLN SellINVESCO SENIOR LOAN$3,695,000
-0.2%
169,950
-2.0%
0.40%
-12.3%
QQQ BuyINVESCO QQQ TRUST SERIES 1$3,486,000
+29.9%
12,547
+15.8%
0.38%
+14.4%
SPTI BuySPDR PORTFOLIO INTMDT TERM TRS ETF$3,435,000
+13.7%
103,349
+13.6%
0.38%0.0%
DIS BuyWALT DISNEY CO$3,282,000
+11.4%
26,453
+0.1%
0.36%
-1.9%
IWF BuyISHARES RUSSELL 1000 GROWTH ETF$3,275,000
+29.5%
15,099
+14.6%
0.36%
+14.0%
VZ BuyVERIZON COMMUNICATIONS$3,077,000
+17.0%
51,718
+8.4%
0.34%
+2.7%
MINT BuyPIMCO ENHANCED SHORT MATURITY$2,863,000
+48.2%
28,080
+47.8%
0.31%
+30.3%
EFV BuyISHARES MSCI EAFE VALUE$2,827,000
+49.4%
70,057
+48.0%
0.31%
+31.4%
SPYG SellSPDR S&P 500 GROWTH ETF$2,819,000
+10.3%
56,257
-1.1%
0.31%
-3.1%
BRKB BuyBERKSHIRE HATHAWAY CL B$2,647,000
+35.4%
12,431
+13.5%
0.29%
+18.9%
IWM SellISHARES RUSSELL 2000 ETF$2,612,000
-3.9%
17,441
-8.1%
0.29%
-15.6%
TLT BuyISHARES BARCLAYS 20 YR TREASURY BOND$2,501,000
+143.8%
15,317
+144.7%
0.27%
+114.1%
PWB SellINVESCO DYNAMIC LARGE CAP GROWTH$2,442,000
+12.8%
39,452
-0.1%
0.27%
-0.7%
V BuyVISA INC$2,436,000
+12.8%
12,180
+8.9%
0.27%
-0.7%
ABBV BuyABBVIE INC$2,396,000
-4.4%
27,359
+7.2%
0.26%
-15.7%
GLDM NewWORLD GOLD TRUST SPDR GLD MINISHARES ETF$2,395,000127,408
+100.0%
0.26%
USMV SellISHARES EDGE MSCI MIN VOL USA ETF$2,387,000
+4.6%
37,453
-0.5%
0.26%
-7.7%
APO  APOLLO GLOBAL MANAGEMENT INC$2,350,000
-10.4%
52,5230.0%0.26%
-21.1%
VCIT BuyVANGUARD INTERMEDIATE TERM CORPORATE BOND ETF$2,352,000
+4.6%
24,555
+3.9%
0.26%
-7.9%
PDI BuyPIMCO DYNAMIC INCOME$2,322,000
+26.4%
91,571
+23.2%
0.26%
+11.4%
MDY SellSPDR S&P MID CAP 400 TRUST$2,313,000
-0.3%
6,825
-4.5%
0.25%
-12.1%
WMT BuyWALMART INC$2,301,000
+30.7%
16,445
+11.9%
0.25%
+15.1%
VIG SellVANGUARD DIVIDEND APPRECIATION$2,239,000
+2.8%
17,401
-6.4%
0.25%
-9.2%
MGV NewVANGUARD MEGA CAP VAL$2,228,00029,047
+100.0%
0.24%
T BuyAT&T INC$2,164,000
-4.3%
75,905
+1.5%
0.24%
-16.0%
SPMB NewSPDR PORTFOLIO MORTGAGE BACKED BOND ETF$2,107,00079,097
+100.0%
0.23%
IUSG BuyISHARES CORE US GROWTH$2,076,000
+20.0%
25,952
+7.8%
0.23%
+5.6%
FVD BuyFIRST TRUST VALUE LINE DIVIDEND INDEX FUND$1,921,000
+17.8%
61,054
+13.5%
0.21%
+3.9%
HD BuyHOME DEPOT INC$1,891,000
+11.0%
6,810
+0.2%
0.21%
-2.4%
PG SellPROCTER & GAMBLE CO$1,859,000
+15.6%
13,376
-0.6%
0.20%
+2.0%
MNA NewIQ MERGER ARBITRAGE$1,854,00055,119
+100.0%
0.20%
TFI SellSPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF$1,836,000
-2.4%
35,361
-2.9%
0.20%
-14.5%
ORCL BuyORACLE CORPORATION$1,831,000
+9.7%
30,671
+1.6%
0.20%
-3.4%
GSY BuyINVESCO ULTRA SHORT DURATION$1,814,000
+713.5%
35,898
+712.4%
0.20%
+610.7%
FB BuyFACEBOOK INC$1,807,000
+24.1%
6,899
+7.6%
0.20%
+9.4%
AMGN BuyAMGEN INC$1,796,000
+8.3%
7,068
+0.5%
0.20%
-4.8%
DOCU BuyDOCUSIGN INC$1,796,000
+28.3%
8,345
+2.6%
0.20%
+13.2%
IGV BuyISHARES EXPANDED TECH SOFTWARE-SECTOR ETF$1,791,000
+16.6%
5,757
+6.6%
0.20%
+2.6%
NKE SellNIKE INC CLASS B$1,780,000
+26.7%
14,175
-1.1%
0.20%
+11.4%
IWN BuyISHARES RUSSELL 2000 VALUE ETF$1,778,000
+93.7%
17,902
+90.0%
0.20%
+71.1%
WM SellWASTE MANAGEMENT INC$1,749,000
+6.3%
15,452
-0.6%
0.19%
-6.3%
VO BuyVANGUARD MID-CAP$1,726,000
+9.2%
9,791
+1.5%
0.19%
-4.1%
DON SellWISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF$1,692,000
-10.1%
58,495
-11.9%
0.19%
-20.9%
JPM SellJPMORGAN CHASE & CO.$1,676,000
+1.7%
17,414
-0.6%
0.18%
-10.2%
INTC SellINTEL CORP$1,619,000
-15.9%
31,265
-2.9%
0.18%
-25.8%
PAYX SellPAYCHEX INC$1,627,000
+4.2%
20,393
-1.0%
0.18%
-8.7%
TSLA BuyTESLA INC$1,595,000
+137.4%
3,718
+497.7%
0.18%
+108.3%
TIP SellISHARES TIPS BOND$1,585,000
-15.5%
12,527
-17.8%
0.17%
-25.6%
DES SellWISDOMTREE SMLCAP DIVIDEND$1,545,000
-10.8%
73,314
-10.4%
0.17%
-21.8%
TJX BuyTJX COMPANIES INC$1,529,000
+10.9%
27,484
+0.8%
0.17%
-2.3%
BMY BuyBRISTOL-MYERS SQUIBB COMPANY$1,501,000
+3.9%
24,890
+1.3%
0.16%
-8.3%
SDY BuySPDR S&P DIVIDEND$1,411,000
+2.1%
15,271
+0.8%
0.16%
-9.9%
MRK BuyMERCK & CO INC$1,400,000
+8.1%
16,881
+0.8%
0.15%
-4.3%
APD SellAIR PRODUCTS & CHEMICALS INC$1,311,000
+23.1%
4,403
-0.2%
0.14%
+8.3%
GLD SellSPDR GOLD SHARES$1,313,000
-51.4%
7,411
-54.0%
0.14%
-57.1%
WPC BuyW.P. CAREY INC.$1,285,000
-0.7%
19,728
+3.1%
0.14%
-12.4%
BRKA  BERKSHIRE HATHAWAY CL A$1,280,000
+19.7%
40.0%0.14%
+5.3%
BND BuyVANGUARD TOTAL BOND MARKET$1,263,000
+6.9%
14,312
+7.0%
0.14%
-5.4%
SPIP NewSPDR PORTFOLIO TIPS ETF$1,266,00041,000
+100.0%
0.14%
LMT BuyLOCKHEED MARTIN CORP$1,269,000
+12.3%
3,312
+6.9%
0.14%
-1.4%
XLK BuySPDR TECHNOLOGY SELECT SECTOR$1,255,000
+16.5%
10,752
+4.3%
0.14%
+3.0%
IJR SellISHARES CORE S&P SMALL-CAP$1,220,000
-9.8%
17,371
-12.3%
0.13%
-20.7%
ITW SellILLINOIS TOOL WORKS INC$1,218,000
+10.1%
6,302
-0.3%
0.13%
-2.9%
TFC BuyTRUIST FINANCIAL CORP$1,209,000
+48.7%
31,769
+46.7%
0.13%
+31.7%
SHM SellSPDR NUVEEN BLMBG BARCLAYS ST MUNBD$1,211,000
-9.2%
24,281
-9.3%
0.13%
-19.9%
PEP BuyPEPSICO INCORPORATED$1,209,000
+8.5%
8,722
+3.5%
0.13%
-4.3%
VONG SellVANGUARD RUSSELL 1000 GROWTH$1,200,000
+9.2%
5,381
-3.4%
0.13%
-3.6%
SQ BuySQUARE INC COM CLASS A$1,187,000
+57.6%
7,301
+1.8%
0.13%
+38.3%
IBB BuyISHARES NASDAQ BIOTECHNOLOGY ETF$1,180,000
+10.5%
8,717
+11.6%
0.13%
-3.0%
SCHP BuySCHWAB US TIPS$1,178,000
+19.6%
19,121
+16.5%
0.13%
+4.9%
NVDA BuyNVIDIA CORP$1,170,000
+44.6%
2,162
+1.5%
0.13%
+26.7%
CMCSA SellCOMCAST CORP A$1,165,000
+18.2%
25,185
-0.4%
0.13%
+4.1%
STT  STATE STREET CORP$1,156,000
-6.6%
19,4770.0%0.13%
-17.5%
PSK SellSPDR WELLS FARGO PREFERRED STOCK ETF$1,157,000
-2.3%
26,618
-5.9%
0.13%
-14.2%
D BuyDOMINION ENERGY INC$1,147,000
+7.1%
14,526
+10.1%
0.13%
-5.3%
EEM BuyISHARES MSCI EMERGING MARKETS$1,153,000
+359.4%
26,156
+317.1%
0.13%
+306.5%
HYT SellBLACKROCK CORPORATE HIGH YIELD FUND INC. CLOSED-EN$1,146,000
-4.4%
107,299
-9.0%
0.13%
-15.4%
HYD BuyVANECK VECTORS HIGH YIELD MUNI$1,139,000
+5.5%
19,039
+4.5%
0.12%
-7.4%
SPLV SellINVESCO S&P 500 LOW VOLATILITY ETF$1,131,000
-12.6%
21,080
-19.1%
0.12%
-23.0%
SPEM BuySPDR EMERGING MARKETS ETF$1,096,000
+74.5%
29,965
+59.7%
0.12%
+53.8%
SCHX SellSCHWAB US LARGE CAP ETF$1,085,000
+7.7%
13,460
-1.0%
0.12%
-5.6%
PTLC NewPACER TRENDPILOT U.S. LARGE CAP$1,074,00036,365
+100.0%
0.12%
XOM SellEXXON MOBIL CORPORATION$1,059,000
-26.5%
30,843
-4.3%
0.12%
-35.6%
PFE BuyPFIZER INC$1,052,000
+17.4%
28,669
+4.6%
0.12%
+2.7%
VB BuyVANGUARD SMALL-CAP$1,043,000
+14.0%
6,782
+8.0%
0.11%0.0%
ABT BuyABBOTT LABORATORIES$1,043,000
+28.9%
9,585
+8.3%
0.11%
+12.9%
MCD BuyMCDONALD'S CORPORATION$1,026,000
+20.3%
4,673
+1.1%
0.11%
+6.6%
GOF BuyGUGGENHEIM STRATEGIC OPPORTUNITIES$1,030,000
+6.5%
58,524
+2.3%
0.11%
-6.6%
EFA SellISHARES MSCI EAFE$993,000
+2.6%
15,593
-2.0%
0.11%
-9.9%
LQD SellISHARES IBOXX INVESTMENT GRADE CORP$993,000
-34.1%
7,374
-34.1%
0.11%
-42.0%
CAG SellCONAGRA BRANDS INC$967,000
+1.4%
27,073
-0.2%
0.11%
-10.9%
IDNA NewISHARES GENOMICS IMMNLGY & HLTHCR ETF$961,00024,670
+100.0%
0.10%
QLC SellFLEXSHARES TR US QUALITY CAP$958,000
+2.0%
26,090
-4.2%
0.10%
-10.3%
MGK BuyVANGUARD MEGA CAP GROWTH$955,000
+37.0%
5,152
+20.9%
0.10%
+20.7%
IEFA BuyISHARES CORE MSCI EAFE$956,000
+36.6%
15,860
+29.5%
0.10%
+20.7%
CVX BuyCHEVRON CORP$941,000
-18.8%
13,064
+0.6%
0.10%
-28.5%
CAT SellCATERPILLAR INC$941,000
+15.0%
6,306
-2.5%
0.10%
+1.0%
EMR SellEMERSON ELECTRIC CO$928,000
+4.6%
14,160
-1.0%
0.10%
-8.1%
MMC SellMARSH & MCLENNAN CO INC$929,000
-5.1%
8,100
-11.1%
0.10%
-16.4%
IWO NewISHARES RUSSELL 2000 GROWTH ETF$909,0004,102
+100.0%
0.10%
MS BuyMORGAN STANLEY$901,000
+0.8%
18,637
+0.7%
0.10%
-10.8%
MTB  M&T BANK CORP$893,000
-11.4%
9,6970.0%0.10%
-22.2%
IYY BuyISHARES DOW JONES US TOTAL MARKET INDEX$838,000
+11.4%
5,026
+2.3%
0.09%
-2.1%
IRBO NewISHARES TR ROBOTICS ARTIF$828,00025,278
+100.0%
0.09%
SWK BuySTANLEY BLACK & DECKER INC$830,000
+16.6%
5,119
+0.3%
0.09%
+2.2%
IJJ BuyISHARES S&P MID-CAP 400 VALUE$818,000
+16.7%
6,066
+15.0%
0.09%
+3.4%
IHAK NewISHARES CYBERSECURITY AND TECH ETF$820,00024,984
+100.0%
0.09%
GPC BuyGENUINE PARTS CO$791,000
+11.3%
8,314
+1.7%
0.09%
-2.2%
LOW BuyLOWE'S COMPANIES INC$795,000
+35.0%
4,791
+10.0%
0.09%
+19.2%
WTRG BuyESSENTIALS UTILITIES INC$797,000
-4.7%
19,804
+0.1%
0.09%
-16.3%
CIBR SellFIRST TR EXCHANGE TRADED FD II NASDAQ CEA CYB$792,000
+5.0%
22,745
-0.4%
0.09%
-7.4%
EFG NewISHARES MSCI EAFE GROWTH ETF$787,0008,753
+100.0%
0.09%
SPHQ BuyINVESCO S&P 500 QUALITY ETF$787,000
+185.1%
20,349
+161.4%
0.09%
+152.9%
EIM SellEATON VANCE MUNI BOND FUND$765,000
+0.1%
58,100
-3.3%
0.08%
-11.6%
LHX BuyL3 HARRIS TECHNOLOGIES INC$755,000
+3.6%
4,448
+3.5%
0.08%
-8.8%
PGX SellINVESCO PREFERRED ETF$757,000
+1.9%
51,419
-2.2%
0.08%
-10.8%
IEMG BuyISHARES CORE MSCI EMERGING MARKETS$756,000
+56.5%
14,311
+41.0%
0.08%
+38.3%
USB BuyUS BANCORP$744,000
-2.6%
20,743
+0.0%
0.08%
-13.7%
GOOG BuyALPHABET INC CL C$751,000
+17.5%
511
+13.1%
0.08%
+2.5%
DSL  DOUBLELINE INCOME SOLUTIONS FD$747,000
+4.2%
46,6250.0%0.08%
-7.9%
BA BuyBOEING CO$737,000
-0.8%
4,460
+10.0%
0.08%
-12.9%
GOOGL BuyALPHABET INC A$723,000
+9.4%
493
+5.8%
0.08%
-3.7%
VTV SellVANGUARD VALUE$709,000
-5.5%
6,779
-10.0%
0.08%
-16.1%
FDX BuyFEDEX CORP$699,000
+82.0%
2,780
+1.4%
0.08%
+60.4%
TGT BuyTARGET INC$706,000
+46.2%
4,482
+11.3%
0.08%
+28.3%
KMI BuyKINDER MORGAN INC$692,000
+32.3%
56,086
+62.7%
0.08%
+16.9%
XLP BuySPDR CONSUMER STAPLES SELECT SECTOR$681,000
+51.7%
10,618
+38.6%
0.08%
+33.9%
EWX SellSPDR S&P EMERGING MARKETS SMALL CAP$682,000
-3.0%
15,362
-10.7%
0.08%
-14.8%
KMB BuyKIMBERLY-CLARK CORP$683,000
+8.6%
4,627
+4.0%
0.08%
-3.8%
NPV  NUVEEN VA QUALITY MUN INCOME FUND$680,000
+5.4%
45,1820.0%0.08%
-6.2%
COST BuyCOSTCO WHOLESALE CORP$680,000
+21.6%
1,916
+4.0%
0.08%
+7.1%
SLV BuyISHARES SILVER TRUST INDEX FUND$686,000
+38.0%
31,709
+8.6%
0.08%
+21.0%
HYMB SellSPDR NUVEEN S&P HIGH YIELD MUNI BD ETF$672,000
-4.3%
11,820
-5.1%
0.07%
-14.9%
FSK NewFS KKR CAPITAL CORP II$676,00045,970
+100.0%
0.07%
KO BuyCOCA COLA COMPANY$666,000
+11.9%
13,493
+1.3%
0.07%
-1.4%
BABA BuyALIBABA GROUP HOLDING LTD$661,000
+87.3%
2,249
+37.5%
0.07%
+63.6%
EFAV BuyISHARES EDGE MSCI EAFE MINIMUM VOL$660,000
+24.5%
9,683
+20.6%
0.07%
+9.1%
IBM BuyINTERNATIONAL BUSINESS MACHINES$660,000
+1.9%
5,428
+1.1%
0.07%
-11.1%
MO SellALTRIA GROUP INC$657,000
-3.9%
16,999
-2.4%
0.07%
-15.3%
RSP SellINVESCO S&P 500 EQUAL WEIGHT$653,000
-4.4%
6,037
-10.1%
0.07%
-15.3%
PPL BuyPPL CORPORATION$645,000
+13.2%
23,698
+7.4%
0.07%0.0%
NEE BuyNEXTERA ENERGY INC$635,000
+103.5%
2,290
+76.4%
0.07%
+79.5%
VCSH SellVANGUARD SHORT TERM CORP BOND$640,000
-32.8%
7,730
-32.9%
0.07%
-41.2%
LMBS BuyFIRST TRUST LOW DURATION OPPORTUNITIES ETF$625,000
+27.3%
12,094
+27.3%
0.07%
+13.1%
NSC BuyNORFOLK SOUTHERN CORP$630,000
+22.8%
2,945
+0.9%
0.07%
+7.8%
CMG BuyCHIPOTLE MEXICAN GRILL$627,000
+21.0%
504
+2.4%
0.07%
+6.2%
DTH SellWISDOMTREE INTERNATIONAL HIGH DIVIDEND$619,000
-1.3%
18,812
-1.1%
0.07%
-12.8%
QYLD SellGLOBAL X FDS NASDAQ 100 COVERED CALL ETF$600,000
-47.4%
27,842
-48.7%
0.07%
-53.5%
SBUX SellSTARBUCKS CORP$602,000
+16.9%
7,001
-0.0%
0.07%
+3.1%
FTC SellFIRST TRUST LARGE CAP GR ALPHADEX FUND$582,000
+7.2%
6,927
-2.2%
0.06%
-5.9%
VIAC BuyVIACOMCBS INC B$575,000
+20.3%
20,525
+0.2%
0.06%
+5.0%
SCHM SellSCHWAB US MID CAP$568,000
+1.4%
10,233
-3.8%
0.06%
-11.4%
SYY BuySYSCO CORPORATION$562,000
+18.1%
9,029
+3.8%
0.06%
+5.1%
TAIL SellCAMBRIA TAIL RISK$564,000
-11.3%
26,129
-8.6%
0.06%
-21.5%
DSI BuyISHARES KLD 400 SOCIAL INDEX$558,000
+29.5%
4,362
+19.4%
0.06%
+13.0%
CRDA  CRAWFORD CO CL A$547,000
-17.1%
83,5900.0%0.06%
-26.8%
MTUM BuyISHARES MSCI USA MOMENTUM FACTOR ETF$547,000
+49.9%
3,714
+33.4%
0.06%
+33.3%
ZTS BuyZOETIS INC$537,000
+20.9%
3,245
+0.1%
0.06%
+7.3%
QDEF SellFLEXSHARES QUALITY DIVID DEFENSIVE INDEX$534,000
-8.4%
12,086
-13.3%
0.06%
-19.2%
MDLZ SellMONDELEZ INTL INC$531,000
+9.5%
9,240
-2.7%
0.06%
-3.3%
IVW BuyISHARES S&P 500 GROWTH$533,000
+40.3%
2,308
+26.0%
0.06%
+23.4%
QUAL NewISHARES EDGE MSCI USA QUALITY FACTOR$524,0005,047
+100.0%
0.06%
BTT  BLACKROCK MUN 2030 TARGET TERM$515,000
+5.1%
20,6170.0%0.06%
-8.2%
IWV BuyISHARES RUSSELL 3000$508,000
+28.6%
2,594
+18.4%
0.06%
+14.3%
SLYV BuySPDR S&P 600 SMALL CAPVALUE ETF$503,000
+9.8%
10,050
+7.8%
0.06%
-3.5%
ISRG  INTUITIVE SURGICAL INC$502,000
+24.6%
7070.0%0.06%
+10.0%
ETR  ENTERGY CORP$495,000
+5.1%
5,0250.0%0.05%
-8.5%
CTSO  CYTOSORBENTS CORP$496,000
-19.5%
62,1870.0%0.05%
-29.9%
FTA BuyFIRST TRUST LARGE CAP VALUE ALPHADEX FUND$485,000
+2.8%
10,385
+0.1%
0.05%
-10.2%
DIVO SellAMPLIFY YIELDSHARES CWPDIVID & OPT INCOME ETF$484,000
+1.9%
15,868
-5.3%
0.05%
-10.2%
LW BuyLAMB WESTON HOLDINGS$481,000
+3.7%
7,257
+0.0%
0.05%
-8.6%
FTSM BuyFIRST TR ENHANCED SHORT MATURITY$486,0000.0%8,098
+0.0%
0.05%
-13.1%
EXC BuyEXELON CORP$477,000
-1.2%
13,340
+0.3%
0.05%
-13.3%
ADP BuyAUTOMATIC DATA PROCESSING INC.$470,000
-6.2%
3,372
+0.2%
0.05%
-16.1%
SCHC BuySCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF$472,000
+50.3%
14,505
+36.5%
0.05%
+33.3%
EPD BuyENTERPRISE PRODUCTS PARTNERS LP$474,000
-12.1%
29,994
+1.1%
0.05%
-22.4%
QEFA NewSPDR MSCI EAFE QUALITY MIX$465,0007,527
+100.0%
0.05%
SPYV BuySPDR S&P 500 VALUE ETF$467,000
+9.1%
15,450
+4.5%
0.05%
-3.8%
NFLX BuyNETFLIX INC$454,000
+47.4%
907
+34.0%
0.05%
+31.6%
ARKW BuyARK NEXT GENERATION INTERNET ETF$447,000
+68.7%
4,116
+31.9%
0.05%
+48.5%
IUSV SellISHARES CORE S&P U.S. VALUE ETF$444,000
-20.7%
8,182
-23.7%
0.05%
-30.0%
DIA BuySPDR DOW JONES INDUSTRIAL AVERAGE$451,000
+53.4%
1,625
+42.4%
0.05%
+32.4%
ITOT BuyISHARES CORE S&P TOTAL US STOCK MARKET$445,000
+9.9%
5,898
+1.1%
0.05%
-2.0%
OMC  OMNICOM GROUP INC$439,000
-9.5%
8,8780.0%0.05%
-20.0%
ARKK NewARK INNOVATION ETF$439,0004,767
+100.0%
0.05%
UBSI BuyUNITED BANKSHARES INC WV$433,000
+54.1%
20,175
+98.3%
0.05%
+34.3%
MDYV SellSPDR S&P 400 MID CAP VALUE$428,000
+0.7%
9,859
-1.1%
0.05%
-11.3%
FIXD BuyFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME$430,000
+82.2%
7,819
+81.2%
0.05%
+62.1%
JPST BuyJPMORGAN ULTRA-SHORT INCOME ETF$432,000
+74.9%
8,497
+74.6%
0.05%
+51.6%
FXL SellFIRST TRUST TECHNOLOGY ALPHADEX$421,000
+1.9%
4,633
-6.4%
0.05%
-9.8%
SO BuySOUTHERN COMPANY$422,000
+94.5%
7,778
+85.8%
0.05%
+70.4%
SUB SellISHARES SHORT-TERM NATIONAL MUNI BOND$415,000
-1.4%
3,839
-1.5%
0.05%
-11.5%
DE BuyDEERE & COMPANY$415,000
+45.1%
1,874
+2.9%
0.05%
+27.8%
VHT BuyVANGUARD HEALTH CARE$420,000
+9.9%
2,057
+3.7%
0.05%
-4.2%
DVY SellISHARES SELECT DIVIDEND$410,000
-3.1%
5,027
-4.1%
0.04%
-15.1%
DFE SellWISDOMTREE EUROPE SMALL CAP DIVIDEND$408,000
-23.2%
7,668
-28.4%
0.04%
-31.8%
PYPL BuyPAYPAL HOLDINGS INC$414,000
+36.2%
2,099
+20.1%
0.04%
+18.4%
ZM NewZOOM VIDEO COMMUNICATIONS INC$407,000865
+100.0%
0.04%
BIP SellBROOKFIELD INFRASTRUCTURE PARTNERS$410,000
+15.8%
8,600
-0.1%
0.04%
+2.3%
AVGO BuyBROADCOM INC$397,000
+55.7%
1,090
+35.1%
0.04%
+37.5%
GDX BuyVANECK VECTORS GOLD MINERS ETF$400,000
+27.4%
10,223
+19.5%
0.04%
+12.8%
WFC SellWELLS FARGO & CO$405,000
-9.4%
17,217
-1.3%
0.04%
-21.4%
TPYP BuyTORTOISE NORTH AMERICAN PIPELINE FUND$398,000
-8.3%
26,598
+1.3%
0.04%
-18.5%
RQI BuyCOHEN & STEERS QUALITY INCOME$390,000
+1.8%
35,085
+0.3%
0.04%
-10.4%
QCOM SellQUALCOMM INCORPORATED$392,000
+18.1%
3,328
-8.6%
0.04%
+4.9%
BX BuyBLACKSTONE GROUP INC CL A$381,000
-7.7%
7,291
+0.1%
0.04%
-17.6%
BSV BuyVANGUARD SHORT TERM BOND$386,000
+30.0%
4,645
+30.0%
0.04%
+13.5%
MMM Sell3M COMPANY$387,000
+2.7%
2,413
-0.1%
0.04%
-10.6%
HON BuyHONEYWELL INTERNATIONAL$387,000
+17.6%
2,352
+3.4%
0.04%
+2.4%
SDOG SellALPS SECTOR DIVIDEND DOGS$382,000
-27.9%
10,113
-30.7%
0.04%
-36.4%
AEP SellAMERICAN ELECTRIC POWER CO INC$370,000
-6.8%
4,526
-9.3%
0.04%
-16.3%
IHDG BuyWISDOMTREE INTERNATIONAL HEDGED DIVIDEND GROWTH$376,000
+34.3%
10,289
+28.7%
0.04%
+17.1%
PM BuyPHILIP MORRIS INTERNATIONAL INC.$370,000
+12.1%
4,931
+4.7%
0.04%0.0%
SHY SellISHARES 1-3 YEAR TREASURY BOND ETF$375,000
-32.1%
4,332
-32.0%
0.04%
-40.6%
VGLT BuyVANGUARD LONG TERM GOVERNMENT BOND INDEX$378,000
+36.0%
3,790
+36.2%
0.04%
+17.1%
IYR  ISHARES DOW JONES US REAL ESTATE$373,000
+1.4%
4,6750.0%0.04%
-10.9%
VUG SellVANGUARD GROWTH$364,000
+4.3%
1,597
-7.5%
0.04%
-7.0%
ESML NewISHARES ESG MSCI USA SMALL CAP ETF$365,00013,780
+100.0%
0.04%
FREL BuyFIDELITY MSCI REAL ESTATE INDEX ETF$365,000
+5.8%
15,520
+5.0%
0.04%
-7.0%
CRM BuySALESFORCE.COM INC$355,000
+69.9%
1,412
+26.4%
0.04%
+50.0%
VTEB SellVANGUARD MUNI BOND TAX EXEMPT$355,000
-0.8%
6,523
-1.5%
0.04%
-13.3%
CSCO BuyCISCO SYSTEMS INC$353,000
-11.8%
8,964
+4.5%
0.04%
-22.0%
VBK SellVANGUARD SMALL-CAP GROWTH$349,000
+7.4%
1,622
-0.3%
0.04%
-7.3%
CACG  CLEARBRIDGE ALL CAP GROWTH$351,000
+10.4%
8,8850.0%0.04%
-5.0%
VONV NewVANGUARD RUSSELL 1000 VALUE$350,0003,371
+100.0%
0.04%
BOND SellPIMCO TOTAL RETURN ACTIVE ETF$344,000
-36.5%
3,058
-37.0%
0.04%
-44.1%
BIV SellVANGUARD INTERMEDIATE TERM BOND$333,000
-17.4%
3,560
-17.7%
0.04%
-26.0%
IVOL NewQUADRATIC INTRST RT VOL & INFL H ETF$339,00012,362
+100.0%
0.04%
XLY NewSPDR CONSUMER DISCRETIONARY SELECT SECTOR ETF$341,0002,322
+100.0%
0.04%
BAC BuyBANK OF AMERICA CORP$333,000
+5.4%
13,811
+3.9%
0.04%
-5.1%
XMLV SellINVESCO S&P MIDCAP LOW VOLATILITY ETF$333,000
-7.2%
7,986
-7.9%
0.04%
-17.8%
BIL SellSPDR BARCLAYS 1-3 MONTH T-BILL$337,000
-19.2%
3,678
-19.3%
0.04%
-28.8%
VDC SellVANGUARD CONSUMER STAPLES$327,000
-22.9%
1,999
-29.5%
0.04%
-32.1%
IGSB SellISHARES SHORT-TERM CORPORATE BOND ETF$317,000
-27.8%
5,774
-28.0%
0.04%
-36.4%
GLW BuyCORNING INC$315,000
+25.5%
9,733
+0.6%
0.04%
+12.9%
SRVR BuyPACER BENCHMARK DATA & INFRAS REAL ESTATE SECTOR E$321,0000.0%9,099
+0.8%
0.04%
-12.5%
SPGP BuyINVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF$319,000
+55.6%
5,358
+43.3%
0.04%
+34.6%
ITA BuyISHARES DJ US AEROSPACE & DEF$303,0000.0%1,913
+3.9%
0.03%
-13.2%
IYW NewISHARES U.S. TECHNOLOGY ETF$300,000997
+100.0%
0.03%
CVS BuyCVS HEALTH CORP$298,000
-9.7%
5,108
+0.7%
0.03%
-19.5%
GE SellGENERAL ELECTRIC COMPANY$297,000
-10.3%
47,652
-1.7%
0.03%
-19.5%
IWP BuyISHARES RUSSELL MID-CAP GROWTH ETF$300,000
+9.5%
1,734
+0.1%
0.03%
-2.9%
DGRO NewISHARES CORE DIVIDEND GROWTH ETF$296,0007,430
+100.0%
0.03%
F SellFORD MOTOR COMPANY$295,000
-25.7%
44,256
-32.3%
0.03%
-34.7%
PBP SellINVESCO S&P 500 BUYWRITE$290,000
+4.3%
15,171
-1.0%
0.03%
-8.6%
ADBE BuyADOBE INC$280,000
+32.1%
570
+17.0%
0.03%
+19.2%
RTX NewRAYTHEON TECHNOLOGIES CORP$280,0004,869
+100.0%
0.03%
SHOP SellSHOPIFY INC$286,000
+0.4%
280
-6.7%
0.03%
-13.9%
AVDE NewAVANTIS US EQUITY ETF$282,0005,213
+100.0%
0.03%
MGC  VANGUARD MEGA CAP 300 INDEX$280,000
+9.4%
2,3360.0%0.03%
-3.1%
MDT SellMEDTRONIC PLC$285,000
+0.4%
2,744
-11.4%
0.03%
-11.4%
SKYY NewFIRST TR CLOUD COMPUTING ETF$272,0003,461
+100.0%
0.03%
MPW BuyMEDICAL PROPERTIES TRUST INC$271,000
-2.2%
15,373
+4.4%
0.03%
-14.3%
UNH BuyUNITEDHEALTH GROUP INC$270,000
+5.9%
865
+0.1%
0.03%
-6.2%
FEYE BuyFIREEYE INC$260,000
+2.0%
21,028
+0.3%
0.03%
-9.4%
MA NewMASTERCARD INC$268,000791
+100.0%
0.03%
ADSK BuyAUTODESK INC$269,000
-1.8%
1,166
+1.7%
0.03%
-14.7%
AZN BuyASTRAZENECA PLC ADR$264,000
+17.3%
4,820
+13.3%
0.03%
+3.6%
BB SellBLACKBERRY$269,000
-6.3%
58,632
-0.2%
0.03%
-19.4%
FMB BuyFIRST TRUST MANAGED MUNICIPAL ETF$251,000
+14.1%
4,521
+12.9%
0.03%
+3.7%
GILD NewGILEAD SCIENCES INC$255,0004,043
+100.0%
0.03%
XLF SellSPDR FINANCIAL SELECT SECTOR$256,000
-22.4%
10,624
-25.5%
0.03%
-31.7%
OPP SellRIVERNORTH DOUBLELINE STRATEGC COM$250,000
-37.3%
18,229
-36.5%
0.03%
-46.0%
IMTM NewISHARES MSCI INTL MOMENTUM FACTOR$244,0007,172
+100.0%
0.03%
BXMX SellNUVEEN S&P 500 BUY-WRITE INC FUND$247,000
-7.1%
21,900
-9.3%
0.03%
-18.2%
EDV NewVANGUARD EXTENDED DUR TREASURY IDX$250,0001,508
+100.0%
0.03%
UNP NewUNION PACIFIC CORP$248,0001,261
+100.0%
0.03%
MEAR NewISHARES SHORT MATURITY MUNICIPAL BD ETF$243,0004,845
+100.0%
0.03%
REG  REGENCY CTRS CORP$245,000
-17.2%
6,4430.0%0.03%
-27.0%
FFC BuyFLAHERTY & CRUMRIN PFD & INM S$236,000
+6.3%
11,259
+1.8%
0.03%
-7.1%
SCHB SellSCHWAB US BROAD MARKET ETF$238,000
+8.2%
2,983
-0.2%
0.03%
-3.7%
O NewREALTY INCOME CORP$236,0003,878
+100.0%
0.03%
FEP SellFIRST TRUST EUROPE ALPHADEX$241,000
+7.1%
7,243
-2.0%
0.03%
-7.1%
CNI  CANADIAN NATIONAL RAILWAY CO$241,000
+19.9%
2,2680.0%0.03%
+4.0%
IRM NewIRON MOUNTAIN INC$238,0008,900
+100.0%
0.03%
PGF SellINVESCO FINANCIAL PREFERRED$234,000
+2.6%
12,465
-2.0%
0.03%
-7.1%
RDSB SellROYAL DUTCH SHELL B$238,000
-24.7%
9,818
-5.4%
0.03%
-33.3%
IJS NewISHARES S&P SMALL-CAP 600 VALUE$227,0001,856
+100.0%
0.02%
BUD BuyANHEUSER-BUSCH INBEV$226,000
+9.2%
4,192
+0.0%
0.02%
-3.8%
XLV NewSPDR HEALTH CARE SELECT SECTOR$230,0002,183
+100.0%
0.02%
FTCS NewFIRST TR CAPITAL STRENGTH ETF DB STRATEGIC VALUE I$230,0003,629
+100.0%
0.02%
CMF BuyISHARES S&P CALIFORNIA MUNICIPAL BOND$225,000
+1.4%
3,613
+1.2%
0.02%
-10.7%
FPX NewFIRST TRUST US IPO INDEX$230,0002,376
+100.0%
0.02%
IVE NewISHARES S&P 500 VALUE$229,0002,034
+100.0%
0.02%
TMFC NewMOTLEY FOOL 100 INDEX ETF$231,0007,255
+100.0%
0.02%
CRWD NewCROWDSTRIKE HLDGS INC CL A$218,0001,585
+100.0%
0.02%
FXNC SellFIRST NATL CORP VA$220,000
+0.5%
15,552
-1.3%
0.02%
-11.1%
FHI  FEDERATED HERMES INC.$217,000
-9.2%
10,0770.0%0.02%
-20.0%
MLPX BuyGLOBAL X MLP & ENERGY INFRASTRUCTURE$217,000
-11.1%
9,817
+0.3%
0.02%
-20.0%
VIOV BuyVANGUARD S&P SMALL-CAP 600 VALUE$223,000
+6.2%
2,102
+4.4%
0.02%
-7.7%
SCHH NewSCHWAB US REIT$213,0006,012
+100.0%
0.02%
VTWO NewVANGUARD RUSSELL 2000$211,0001,748
+100.0%
0.02%
RCL NewROYAL CARIBBEAN CRUISES$212,0003,280
+100.0%
0.02%
PPG SellPPG INDUSTRIES INC$213,000
+6.0%
1,745
-8.1%
0.02%
-8.0%
TDOC NewTELADOC INC$206,000938
+100.0%
0.02%
AAL SellAMERICAN AIRLINES GROUP INC$212,000
-16.9%
17,246
-11.7%
0.02%
-28.1%
PFF SellISHARES U.S. PREFERRED STOCK INDEX$210,000
-35.0%
5,752
-38.4%
0.02%
-42.5%
TREX NewTREX CO INC$213,0002,980
+100.0%
0.02%
HMY NewHARMONY GOLD MINING CO$208,00039,479
+100.0%
0.02%
JNK NewSPDR BARCLAYS HIGH YIELD BOND$202,0001,935
+100.0%
0.02%
NOW NewSERVICENOW INC$203,000418
+100.0%
0.02%
PEBO  PEOPLES BANCORP INC$203,000
-10.2%
10,6160.0%0.02%
-21.4%
HRL  HORMEL FOODS CORP$205,000
+1.0%
4,2000.0%0.02%
-12.0%
VKQ NewINVESCO MUNICIPAL TRUST$201,00016,700
+100.0%
0.02%
IXUS NewISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$205,0003,508
+100.0%
0.02%
PMO  PUTNAM MUNICIPAL OPPORTUNITIES TRUST$179,000
+1.7%
13,8000.0%0.02%
-9.1%
RVT SellROYCE VALUE TRUST INC$180,000
-6.7%
14,204
-7.6%
0.02%
-16.7%
FSK SellFS KKR CAPITAL CORP$179,000
+4.7%
11,275
-7.9%
0.02%
-4.8%
NAC  NUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND$177,000
+2.3%
12,1340.0%0.02%
-13.6%
AMJ SellJPMORGAN ALERIAN MLP INDEX$166,000
-25.6%
15,401
-8.7%
0.02%
-35.7%
AFT  APOLLO SR FLOATING RATE$157,000
+3.3%
12,2500.0%0.02%
-10.5%
ETV SellEATON VANCE TAX MANAGED BUY WRITE$145,000
-11.0%
10,518
-8.7%
0.02%
-20.0%
MFM  MFS MUNICIPAL INCOME TRUST$149,000
+2.8%
23,2300.0%0.02%
-11.1%
RMT SellROYCE MICROCAP TRUST INC$143,000
-2.7%
18,614
-9.1%
0.02%
-11.1%
MHF  WESTERN ASSET MUNICIPAL HIGH INCOME FUND$127,000
+5.0%
17,0000.0%0.01%
-6.7%
CHY NewCALAMOS CONVERTIBLE & HIGH INCOME FUND$131,00011,255
+100.0%
0.01%
CXH  MFS INVT GRADE MUN TR$124,0000.0%13,1540.0%0.01%
-6.7%
SBI SellWESTERN ASSET INTERMEDIATE MUNI FUND INC$113,000
-2.6%
12,500
-7.4%
0.01%
-14.3%
ETJ NewEATON VANCE RISK MANAGED DIVERSIFIED EQUITY INCOME$103,00010,721
+100.0%
0.01%
NLY NewANNALY CAPITAL MANAGEMENT INC$96,00013,500
+100.0%
0.01%
PMM  PUTNAM MANAGED MUNI INCOME TRUST$92,000
+4.5%
12,0180.0%0.01%
-9.1%
BKT BuyBLACKROCK INCOME TRUST INC$71,000
+10.9%
11,616
+11.9%
0.01%0.0%
BKCC BuyBLACKROCK CAPITAL INVESTMENT CORPORATION$77,000
-3.8%
31,557
+5.9%
0.01%
-20.0%
GCI BuyGANNETT CO INC$71,000
+184.0%
54,586
+207.4%
0.01%
+166.7%
GAB  GABELLI EQUITY TR INC$66,0000.0%13,0500.0%0.01%
-12.5%
NOK  NOKIA CORP$59,000
-10.6%
15,0230.0%0.01%
-25.0%
NewBLACKROCK CAP INVESTMENT CORP SENIOR NOTE M/W CONV$49,00050,000
+100.0%
0.01%
XXII Buy22ND CENTURY GROUP INC$45,000
+28.6%
70,000
+52.2%
0.01%
+25.0%
ZSAN BuyZOSANO PHARMA CORP$49,000
+390.0%
30,400
+153.3%
0.01%
+400.0%
GSM  FERROGLOBE PLC$17,000
+41.7%
24,6950.0%0.00%
+100.0%
CFMS  CONFORMIS INC$8,0000.0%10,0000.0%0.00%0.0%
ONVO ExitORGANOVO HOLDINGS INC$0-15,975
-100.0%
-0.00%
RPG ExitINVESCO S&P 500 PURE GROWTH$0-1,557
-100.0%
-0.02%
HYZD ExitWISDOMTREE MERRILL LYNCH HIGH$0-10,850
-100.0%
-0.03%
PCN ExitPIMCO CORPORATE & INCOME STRAT$0-13,882
-100.0%
-0.03%
XBI ExitSPDR S&P BIOTECH$0-1,973
-100.0%
-0.03%
VGT ExitVANGUARD INFORMATION TECHNOLOG$0-832
-100.0%
-0.03%
COP ExitCONOCOPHILLIPS$0-5,553
-100.0%
-0.03%
ROKU ExitROKU INC COM CL A$0-2,122
-100.0%
-0.03%
SH ExitPROSHARES SHORT S&P 500$0-12,114
-100.0%
-0.03%
JOE ExitST JOE CO$0-13,840
-100.0%
-0.03%
SPHD ExitINVESCO S&P 500 HIGH DIVIDEND$0-8,837
-100.0%
-0.04%
RTN ExitRAYTHEON TECHNOLOGIES CORP$0-5,557
-100.0%
-0.04%
FSKR ExitFS KKR CAPITAL CORP II$0-47,420
-100.0%
-0.08%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-10-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
S P D R TRUST UNIT SR30Q3 202327.7%
VANGUARD TOTAL STOCK MARKET INDEX30Q3 20238.9%
ISHARES TR30Q3 202310.3%
ISHARES TR30Q3 20238.0%
VANGUARD TAX-MANAGED FDS30Q3 20234.6%
ISHARES TR30Q3 20234.8%
VANGUARD S&P 500 ETF30Q3 202312.1%
S&P MIDCAP 40030Q3 20235.0%
SPDR SER TR BARCLAYS CAP MUN BD E30Q3 20238.8%
XTRACKERS MSCI EAFE HEDGED EQUITY30Q3 20234.2%

View Wealthcare Advisory Partners LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
13F-HR2023-10-12
13F-HR2023-07-17
13F-HR2023-05-04
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-04-15
13F-HR2022-02-11
13F-HR2021-11-15

View Wealthcare Advisory Partners LLC's complete filings history.

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