$1.05 Billion is the total value of COURIER CAPITAL LLC's 315 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 6.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $92,138,000 | +9.2% | 1,266,852 | -2.3% | 8.76% | +2.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $59,260,000 | +7.9% | 137,841 | -0.2% | 5.64% | +1.6% |
| AAPL | Sell | APPLE INC | $50,280,000 | +6.7% | 367,111 | -4.8% | 4.78% | +0.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $47,842,000 | +4.2% | 324,048 | -0.3% | 4.55% | -1.9% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $26,156,000 | +2.1% | 190,284 | -2.4% | 2.49% | -3.9% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $24,713,000 | +4.0% | 149,079 | +0.0% | 2.35% | -2.1% |
| MSFT | Sell | MICROSOFT CORP | $22,775,000 | +12.0% | 84,072 | -2.5% | 2.17% | +5.5% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $21,500,000 | +5.3% | 459,111 | +0.1% | 2.04% | -0.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $19,630,000 | +4.4% | 248,859 | +0.4% | 1.87% | -1.7% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $19,610,000 | +2.8% | 242,311 | -0.4% | 1.86% | -3.2% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $19,460,000 | +2.1% | 387,500 | +2.1% | 1.85% | -3.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $18,148,000 | +3.4% | 67,533 | +0.1% | 1.73% | -2.7% |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $16,369,000 | +6.1% | 223,014 | +0.7% | 1.56% | -0.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $14,320,000 | +3.8% | 62,433 | -0.0% | 1.36% | -2.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $14,145,000 | +14.4% | 224,634 | +2.5% | 1.34% | +7.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $14,081,000 | +20.6% | 5,618 | -0.5% | 1.34% | +13.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,993,000 | -1.4% | 84,937 | -1.6% | 1.33% | -7.1% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $13,717,000 | +1.7% | 44,008 | -1.8% | 1.30% | -4.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $13,573,000 | +0.9% | 87,264 | -1.2% | 1.29% | -4.9% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $13,089,000 | +3.5% | 124,252 | +0.1% | 1.24% | -2.6% |
| INTC | Sell | INTEL CORP | $11,871,000 | -12.8% | 211,450 | -0.5% | 1.13% | -17.8% |
| V | Sell | VISA INC | $11,828,000 | +9.9% | 50,587 | -0.5% | 1.12% | +3.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $11,553,000 | +12.6% | 108,672 | +11.9% | 1.10% | +6.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,773,000 | +6.7% | 25,167 | -1.2% | 1.02% | +0.6% |
| AMZN | Sell | AMAZON COM INC | $10,692,000 | +8.3% | 3,108 | -2.6% | 1.02% | +2.0% |
| DIS | Sell | DISNEY WALT CO | $10,206,000 | -6.9% | 58,063 | -2.2% | 0.97% | -12.3% |
| AMGN | Sell | AMGEN INC | $10,026,000 | -2.3% | 41,133 | -0.3% | 0.95% | -7.9% |
| PEP | Sell | PEPSICO INC | $9,544,000 | +3.8% | 64,416 | -0.9% | 0.91% | -2.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $9,418,000 | +3.9% | 113,872 | +3.6% | 0.90% | -2.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,310,000 | +3.9% | 171,427 | -0.4% | 0.89% | -2.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,227,000 | +4.5% | 72,822 | +0.4% | 0.78% | -1.5% |
| CSCO | Sell | CISCO SYS INC | $8,189,000 | +1.5% | 154,517 | -0.9% | 0.78% | -4.4% |
| IEUS | Buy | ISHARES TRdevsmcp exna etf | $7,959,000 | +5.9% | 114,654 | +0.3% | 0.76% | -0.3% |
| LSI | Sell | LIFE STORAGE INC | $7,692,000 | +23.6% | 71,655 | -1.1% | 0.73% | +16.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $7,587,000 | +6.2% | 43,689 | +1.2% | 0.72% | 0.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $6,526,000 | -1.5% | 48,366 | -1.1% | 0.62% | -7.2% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $6,156,000 | +11.3% | 285,155 | +11.5% | 0.59% | +4.8% |
| CVX | Sell | CHEVRON CORP NEW | $6,034,000 | -1.1% | 57,612 | -1.1% | 0.57% | -6.8% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $5,972,000 | +15.0% | 274,811 | +15.2% | 0.57% | +8.4% |
| BAC | Sell | BK OF AMERICA CORP | $5,769,000 | -1.7% | 139,926 | -7.7% | 0.55% | -7.4% |
| LIN | Sell | LINDE PLC | $5,567,000 | +2.2% | 19,257 | -0.9% | 0.53% | -3.6% |
| CVS | Buy | CVS HEALTH CORP | $5,546,000 | +12.9% | 66,465 | +1.7% | 0.53% | +6.5% |
| PFE | Sell | PFIZER INC | $5,296,000 | +4.8% | 135,245 | -3.0% | 0.50% | -1.2% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $5,240,000 | +13.1% | 132,527 | +8.4% | 0.50% | +6.4% |
| MRK | Sell | MERCK & CO INC | $5,162,000 | -4.1% | 66,371 | -4.9% | 0.49% | -9.6% |
| MTB | Buy | M & T BK CORP | $4,848,000 | -3.6% | 33,360 | +0.6% | 0.46% | -9.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,821,000 | +24.7% | 23,179 | +1.9% | 0.46% | +17.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,819,000 | +14.5% | 12,737 | +11.8% | 0.46% | +7.8% |
| IYR | Buy | ISHARES TRu.s. real es etf | $4,812,000 | +11.5% | 47,208 | +0.6% | 0.46% | +5.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $4,752,000 | +5.4% | 83,338 | -0.0% | 0.45% | -0.7% |
| XOM | Sell | EXXON MOBIL CORP | $4,677,000 | +11.9% | 74,143 | -1.0% | 0.44% | +5.5% |
| LOW | Sell | LOWES COS INC | $4,652,000 | -3.8% | 23,982 | -5.7% | 0.44% | -9.2% |
| MDT | Buy | MEDTRONIC PLC | $4,577,000 | +5.4% | 36,876 | +0.3% | 0.44% | -0.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,558,000 | +8.5% | 12,860 | -2.3% | 0.43% | +2.4% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $4,558,000 | -0.3% | 216,040 | -0.2% | 0.43% | -6.1% |
| ORCL | Buy | ORACLE CORP | $4,485,000 | +11.8% | 57,620 | +0.8% | 0.43% | +5.4% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $4,456,000 | +43.3% | 200,797 | +43.2% | 0.42% | +35.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $4,449,000 | +8.4% | 39,302 | -2.3% | 0.42% | +1.9% |
| MMM | Sell | 3M CO | $4,426,000 | -2.1% | 22,283 | -5.0% | 0.42% | -7.7% |
| UL | Sell | UNILEVER PLCspon adr new | $4,401,000 | +1.0% | 75,236 | -3.6% | 0.42% | -4.8% |
| XBI | Sell | SPDR SER TRs&p biotech | $4,218,000 | -1.1% | 31,150 | -0.9% | 0.40% | -7.0% |
| IGSB | Sell | ISHARES TR | $4,018,000 | +0.0% | 73,302 | -0.2% | 0.38% | -5.9% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $3,911,000 | +11.9% | 76,960 | +11.8% | 0.37% | +5.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $3,871,000 | +5.7% | 9,784 | -5.8% | 0.37% | -0.5% |
| IXN | Sell | ISHARES TRglobal tech etf | $3,718,000 | +9.2% | 11,015 | -0.5% | 0.35% | +2.9% |
| HON | Sell | HONEYWELL INTL INC | $3,628,000 | -0.3% | 16,538 | -1.4% | 0.34% | -6.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,610,000 | +5.6% | 24,625 | -4.0% | 0.34% | -0.6% |
| SPSB | Buy | SPDR SER TRportfolio short | $3,481,000 | +38.5% | 111,215 | +38.6% | 0.33% | +30.3% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $3,434,000 | +3.9% | 54,998 | -2.6% | 0.33% | -2.1% |
| PRU | Sell | PRUDENTIAL FINL INC | $3,430,000 | +11.9% | 33,475 | -0.5% | 0.33% | +5.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,415,000 | +7.8% | 15,158 | +2.5% | 0.32% | +1.6% |
| DEO | Sell | DIAGEO PLCspon adr new | $3,412,000 | +16.5% | 17,802 | -0.2% | 0.32% | +9.8% |
| ABT | Buy | ABBOTT LABS | $3,347,000 | -2.7% | 28,871 | +0.6% | 0.32% | -8.4% |
| IFGL | Buy | ISHARES TRintl dev re etf | $3,330,000 | +7.7% | 113,656 | +1.4% | 0.32% | +1.6% |
| CRM | Sell | SALESFORCE COM INC | $3,233,000 | +14.0% | 13,236 | -1.1% | 0.31% | +7.3% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,198,000 | +6.5% | 47,543 | -0.2% | 0.30% | +0.3% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $3,197,000 | +607.3% | 104,291 | +606.8% | 0.30% | +560.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $3,144,000 | +11.7% | 8,652 | -0.5% | 0.30% | +5.3% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,148,000 | +3.1% | 6,411 | 0.0% | 0.30% | -2.9% | |
| PAYX | Sell | PAYCHEX INC | $3,063,000 | +9.2% | 28,547 | -0.3% | 0.29% | +2.8% |
| C | Buy | CITIGROUP INC | $3,051,000 | +3.2% | 43,128 | +6.1% | 0.29% | -3.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $2,913,000 | +14.8% | 17,627 | -1.7% | 0.28% | +8.2% |
| WHR | Buy | WHIRLPOOL CORP | $2,905,000 | +23.4% | 13,325 | +24.7% | 0.28% | +16.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,839,000 | +8.4% | 42,487 | +2.5% | 0.27% | +2.3% |
| TXN | Buy | TEXAS INSTRS INC | $2,794,000 | +3.7% | 14,528 | +1.9% | 0.27% | -2.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,776,000 | +31.7% | 18,417 | +23.8% | 0.26% | +23.9% |
| HD | Buy | HOME DEPOT INC | $2,752,000 | +7.0% | 8,630 | +2.4% | 0.26% | +0.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,604,000 | -6.9% | 46,467 | -3.4% | 0.25% | -12.4% |
| ABBV | Buy | ABBVIE INC | $2,610,000 | +4.6% | 23,169 | +0.5% | 0.25% | -1.6% |
| IWR | ISHARES TRrus mid cap etf | $2,572,000 | +7.2% | 32,459 | 0.0% | 0.24% | +1.2% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,486,000 | +8.2% | 29,136 | -2.0% | 0.24% | +1.7% |
| KMB | Buy | KIMBERLY-CLARK CORP | $2,478,000 | -0.4% | 18,521 | +3.5% | 0.24% | -6.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $2,395,000 | +10.5% | 32,890 | -1.1% | 0.23% | +4.1% |
| T | Sell | AT&T INC | $2,385,000 | -7.6% | 82,867 | -2.8% | 0.23% | -13.0% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $2,376,000 | -2.5% | 31,454 | -5.8% | 0.23% | -8.1% |
| TIP | ISHARES TRtips bd etf | $2,309,000 | +2.0% | 18,040 | 0.0% | 0.22% | -3.9% | |
| MCD | Sell | MCDONALDS CORP | $2,264,000 | +2.3% | 9,801 | -0.7% | 0.22% | -3.6% |
| MS | Sell | MORGAN STANLEY | $2,170,000 | +17.6% | 23,670 | -0.4% | 0.21% | +10.8% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,898,000 | +40.8% | 51,579 | +35.3% | 0.18% | +33.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,888,000 | +12.4% | 773 | -5.0% | 0.18% | +5.9% |
| EMR | Sell | EMERSON ELEC CO | $1,891,000 | +5.4% | 19,649 | -1.2% | 0.18% | -0.6% |
| BDX | Sell | BECTON DICKINSON & CO | $1,850,000 | -3.1% | 7,606 | -3.1% | 0.18% | -8.8% |
| BA | Buy | BOEING CO | $1,835,000 | -3.7% | 7,661 | +2.4% | 0.18% | -8.9% |
| VLO | Sell | VALERO ENERGY CORP | $1,829,000 | +8.9% | 23,424 | -0.2% | 0.17% | +2.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,820,000 | +7.1% | 33,000 | +3.6% | 0.17% | +0.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,694,000 | +4.0% | 8,528 | -1.3% | 0.16% | -2.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,679,000 | -14.1% | 7,535 | -20.3% | 0.16% | -18.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,647,000 | -3.6% | 5,927 | -11.4% | 0.16% | -9.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,597,000 | +5.4% | 12,043 | +1.9% | 0.15% | -0.7% |
| XXII | 22ND CENTY GROUP INC | $1,526,000 | +40.8% | 329,587 | 0.0% | 0.14% | +33.0% | |
| DWM | Sell | WISDOMTREE TRintl equity fd | $1,506,000 | -1.6% | 27,621 | -5.2% | 0.14% | -7.7% |
| IBB | ISHARES TRishares biotech | $1,474,000 | +8.7% | 9,009 | 0.0% | 0.14% | +2.2% | |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $1,399,000 | +9.0% | 26,005 | +3.6% | 0.13% | +2.3% |
| KO | Sell | COCA COLA CO | $1,395,000 | -4.2% | 25,773 | -6.7% | 0.13% | -9.5% |
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $1,376,000 | -2.5% | 59,816 | -2.3% | 0.13% | -8.4% |
| TGT | TARGET CORP | $1,359,000 | +22.1% | 5,621 | 0.0% | 0.13% | +15.2% | |
| GE | Sell | GENERAL ELECTRIC CO | $1,350,000 | +1.5% | 100,263 | -1.0% | 0.13% | -4.5% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,329,000 | +15.6% | 3,503 | -0.4% | 0.13% | +8.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,304,000 | +18.5% | 4,474 | -1.2% | 0.12% | +11.7% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $1,295,000 | +4.4% | 12,280 | -0.2% | 0.12% | -1.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,284,000 | +11.3% | 4,728 | -0.4% | 0.12% | +4.3% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $1,274,000 | +157.4% | 27,520 | +154.2% | 0.12% | +142.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $1,235,000 | +9.4% | 25,419 | -5.0% | 0.12% | +2.6% |
| SJNK | SPDR SER TRbloomberg srt tr | $1,226,000 | +0.9% | 44,446 | 0.0% | 0.12% | -4.9% | |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $1,208,000 | – | 17,897 | +100.0% | 0.12% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,196,000 | -22.2% | 16,254 | -26.8% | 0.11% | -26.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,185,000 | -1.2% | 14,565 | -4.2% | 0.11% | -6.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,167,000 | +15.0% | 10,147 | +9.3% | 0.11% | +7.8% |
| FDX | Sell | FEDEX CORP | $1,164,000 | +4.5% | 3,901 | -0.5% | 0.11% | -1.8% |
| SNY | Sell | SANOFIsponsored adr | $1,138,000 | +4.8% | 21,618 | -1.5% | 0.11% | -1.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,135,000 | +14.2% | 9,012 | +5.8% | 0.11% | +8.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,100,000 | +0.5% | 6,842 | 0.0% | 0.10% | -5.4% | |
| WMT | Sell | WALMART INC | $1,096,000 | -8.7% | 7,772 | -12.1% | 0.10% | -14.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,038,000 | +19.6% | 7,390 | +14.8% | 0.10% | +12.5% |
| WFC | Buy | WELLS FARGO CO NEW | $1,012,000 | +39.2% | 22,347 | +20.1% | 0.10% | +31.5% |
| XLK | SELECT SECTOR SPDR TRtechnology | $1,004,000 | +11.2% | 6,800 | 0.0% | 0.10% | +5.5% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $986,000 | +12.3% | 12,055 | -6.0% | 0.09% | +5.6% |
| VFC | Sell | V F CORP | $905,000 | +2.3% | 11,034 | -0.4% | 0.09% | -3.4% |
| BK | Buy | BANK NEW YORK MELLON CORP | $892,000 | +8.4% | 17,404 | +0.0% | 0.08% | +2.4% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $881,000 | -7.8% | 8,406 | -11.1% | 0.08% | -13.4% |
| NSC | Sell | NORFOLK SOUTHN CORP | $883,000 | -1.8% | 3,327 | -0.7% | 0.08% | -7.7% |
| AVY | Sell | AVERY DENNISON CORP | $881,000 | +12.5% | 4,189 | -1.8% | 0.08% | +6.3% |
| GLW | Buy | CORNING INC | $878,000 | -4.9% | 21,464 | +1.2% | 0.08% | -9.7% |
| CAT | Sell | CATERPILLAR INC | $861,000 | -16.2% | 3,958 | -10.6% | 0.08% | -21.2% |
| UNP | Sell | UNION PAC CORP | $858,000 | -1.2% | 3,902 | -0.9% | 0.08% | -6.8% |
| XT | Buy | ISHARES TRexponential tech | $843,000 | +89.0% | 13,325 | +77.1% | 0.08% | +77.8% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $821,000 | -7.2% | 12,792 | -8.7% | 0.08% | -12.4% |
| NFG | Buy | NATIONAL FUEL GAS CO | $809,000 | +4.5% | 15,488 | +0.0% | 0.08% | -1.3% |
| IGIB | Buy | ISHARES TR | $806,000 | +15.1% | 13,324 | +12.7% | 0.08% | +8.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $802,000 | +3.2% | 5,056 | -1.4% | 0.08% | -2.6% |
| COP | Sell | CONOCOPHILLIPS | $784,000 | +11.2% | 12,872 | -3.3% | 0.08% | +5.6% |
| XLNX | XILINX INC | $775,000 | +16.7% | 5,361 | 0.0% | 0.07% | +10.4% | |
| ALL | Sell | ALLSTATE CORP | $783,000 | +7.0% | 6,005 | -5.7% | 0.07% | 0.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $775,000 | -4.9% | 22,523 | -1.6% | 0.07% | -9.8% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $754,000 | +22.2% | 1,287 | -0.8% | 0.07% | +16.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $742,000 | +19.5% | 3,128 | +11.5% | 0.07% | +12.7% |
| BP | Sell | BP PLCsponsored adr | $733,000 | +6.4% | 27,734 | -1.9% | 0.07% | 0.0% |
| CLX | Sell | CLOROX CO DEL | $737,000 | -14.0% | 4,095 | -7.9% | 0.07% | -19.5% |
| MU | Buy | MICRON TECHNOLOGY INC | $724,000 | +5.8% | 8,515 | +9.9% | 0.07% | 0.0% |
| NEE | Buy | NEXTERA ENERGY INC | $712,000 | +1.3% | 9,720 | +4.5% | 0.07% | -4.2% |
| AMAT | Sell | APPLIED MATLS INC | $689,000 | +5.8% | 4,837 | -0.8% | 0.07% | 0.0% |
| CSX | Buy | CSX CORP | $671,000 | -2.8% | 20,907 | +192.1% | 0.06% | -8.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $667,000 | +29.5% | 8,907 | +24.5% | 0.06% | +21.2% |
| AMPE | Buy | AMPIO PHARMACEUTICALS INC | $662,000 | +3.1% | 396,356 | +4.3% | 0.06% | -3.1% |
| USB | Sell | US BANCORP DEL | $667,000 | +1.5% | 11,714 | -1.4% | 0.06% | -4.5% |
| DD | Sell | DUPONT DE NEMOURS INC | $662,000 | -12.2% | 8,552 | -12.4% | 0.06% | -17.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $656,000 | +37.8% | 2,427 | +22.0% | 0.06% | +29.2% |
| VOO | Sell | VANGUARD INDEX FDS | $652,000 | -3.8% | 1,658 | -11.0% | 0.06% | -8.8% |
| MBB | Buy | ISHARES TRmbs etf | $639,000 | +2.1% | 5,900 | +2.2% | 0.06% | -3.2% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $619,000 | +34.0% | 2,619 | +21.5% | 0.06% | +25.5% |
| FB | Sell | FACEBOOK INCcl a | $615,000 | +12.6% | 1,768 | -4.6% | 0.06% | +5.5% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $595,000 | +9.4% | 9,937 | -9.1% | 0.06% | +3.6% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $587,000 | +0.3% | 12,844 | -2.7% | 0.06% | -5.1% |
| APD | AIR PRODS & CHEMS INC | $585,000 | +2.1% | 2,035 | 0.0% | 0.06% | -3.4% | |
| ERIE | ERIE INDTY COcl a | $580,000 | -12.5% | 3,000 | 0.0% | 0.06% | -17.9% | |
| DOW | Sell | DOW INC | $564,000 | -1.1% | 8,908 | -0.1% | 0.05% | -6.9% |
| DE | Buy | DEERE & CO | $568,000 | +27.1% | 1,611 | +34.7% | 0.05% | +20.0% |
| SU | Buy | SUNCOR ENERGY INC NEW | $558,000 | +16.0% | 23,261 | +1.1% | 0.05% | +8.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $561,000 | +4.3% | 2,316 | -3.6% | 0.05% | -1.9% |
| ECL | ECOLAB INC | $555,000 | -3.8% | 2,696 | 0.0% | 0.05% | -8.6% | |
| WEC | WEC ENERGY GROUP INC | $544,000 | -5.1% | 6,120 | 0.0% | 0.05% | -10.3% | |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $543,000 | +3.8% | 5,453 | -0.2% | 0.05% | -1.9% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $546,000 | -19.7% | 1,883 | -23.9% | 0.05% | -24.6% |
| SLB | Buy | SCHLUMBERGER LTD | $526,000 | +19.5% | 16,420 | +1.4% | 0.05% | +13.6% |
| HSY | HERSHEY CO | $523,000 | +10.1% | 3,001 | 0.0% | 0.05% | +4.2% | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $522,000 | +2.6% | 3,953 | -0.2% | 0.05% | -2.0% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $516,000 | +8.4% | 6,152 | +0.4% | 0.05% | +2.1% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $516,000 | -5.0% | 6,006 | -6.3% | 0.05% | -10.9% |
| TEL | Sell | TE CONNECTIVITY LTD | $501,000 | +2.2% | 3,706 | -2.3% | 0.05% | -2.0% |
| QCOM | Sell | QUALCOMM INC | $493,000 | -8.0% | 3,451 | -14.6% | 0.05% | -13.0% |
| FISI | FINANCIAL INSTNS INC | $485,000 | -1.0% | 16,163 | 0.0% | 0.05% | -6.1% | |
| KHC | Sell | KRAFT HEINZ CO | $484,000 | +1.5% | 11,880 | -0.4% | 0.05% | -4.2% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $460,000 | +10.6% | 2,500 | -0.4% | 0.04% | +4.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $463,000 | -4.3% | 1,160 | -14.1% | 0.04% | -10.2% |
| SYK | STRYKER CORPORATION | $454,000 | +6.6% | 1,748 | 0.0% | 0.04% | 0.0% | |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $457,000 | -2.8% | 10,105 | +0.0% | 0.04% | -8.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $442,000 | -0.2% | 3,830 | -1.7% | 0.04% | -6.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $440,000 | +0.7% | 872 | -8.9% | 0.04% | -4.5% |
| IYW | ISHARES TRu.s. tech etf | $437,000 | +13.2% | 4,400 | 0.0% | 0.04% | +7.7% | |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $432,000 | +86.2% | 4,232 | +86.3% | 0.04% | +78.3% |
| DHR | Sell | DANAHER CORPORATION | $436,000 | +8.7% | 1,623 | -9.0% | 0.04% | +2.5% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $418,000 | -1.2% | 6,610 | 0.0% | 0.04% | -7.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $419,000 | +8.5% | 1 | 0.0% | 0.04% | +2.6% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $418,000 | +9.4% | 6,237 | +5.0% | 0.04% | +2.6% |
| DHI | Buy | D R HORTON INC | $416,000 | +27.2% | 4,607 | +25.7% | 0.04% | +21.2% |
| VFH | VANGUARD WORLD FDSfinancials etf | $424,000 | +7.1% | 4,690 | 0.0% | 0.04% | 0.0% | |
| NVDA | Sell | NVIDIA CORPORATION | $413,000 | +49.1% | 516 | -0.6% | 0.04% | +39.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $414,000 | +7.0% | 4,173 | -4.3% | 0.04% | 0.0% |
| PH | Sell | PARKER-HANNIFIN CORP | $414,000 | -2.8% | 1,347 | -0.2% | 0.04% | -9.3% |
| PUK | PRUDENTIAL PLCadr | $404,000 | -10.8% | 10,616 | 0.0% | 0.04% | -17.4% | |
| AIG | AMERICAN INTL GROUP INC | $397,000 | +3.1% | 8,335 | 0.0% | 0.04% | -2.6% | |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $390,000 | +16.8% | 2,607 | +21.3% | 0.04% | +8.8% |
| TRV | Sell | TRAVELERS COMPANIES INC | $392,000 | -1.8% | 2,618 | -1.3% | 0.04% | -7.5% |
| YUM | Buy | YUM BRANDS INC | $392,000 | +7.7% | 3,407 | +1.3% | 0.04% | 0.0% |
| GQRE | Sell | FLEXSHARES TRglb qlt r/e idx | $383,000 | -4.7% | 5,746 | -13.2% | 0.04% | -12.2% |
| QRVO | Buy | QORVO INC | $376,000 | +24.9% | 1,921 | +16.5% | 0.04% | +20.0% |
| ED | Sell | CONSOLIDATED EDISON INC | $376,000 | -4.6% | 5,247 | -0.4% | 0.04% | -10.0% |
| BIIB | Sell | BIOGEN INC | $383,000 | +21.6% | 1,106 | -1.8% | 0.04% | +12.5% |
| DOV | DOVER CORP | $373,000 | +9.7% | 2,480 | 0.0% | 0.04% | +2.9% | |
| CDW | CDW CORP | $363,000 | +5.2% | 2,080 | 0.0% | 0.04% | 0.0% | |
| MOGA | Buy | MOOG INCcl a | $356,000 | +25.4% | 4,237 | +24.0% | 0.03% | +17.2% |
| LRCX | LAM RESEARCH CORP | $353,000 | +9.3% | 542 | 0.0% | 0.03% | +3.0% | |
| ETN | Sell | EATON CORP PLC | $361,000 | +0.3% | 2,435 | -6.5% | 0.03% | -5.6% |
| TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $356,000 | -4.3% | 13,443 | -4.7% | 0.03% | -10.5% |
| MFNC | MACKINAC FINL CORP | $361,000 | +41.0% | 18,263 | 0.0% | 0.03% | +30.8% | |
| AON | Sell | AON PLC | $353,000 | +2.6% | 1,477 | -1.3% | 0.03% | -2.9% |
| GVI | ISHARES TRintrm gov cr etf | $354,000 | +0.9% | 3,059 | 0.0% | 0.03% | -2.9% | |
| BX | Sell | BLACKSTONE GROUP INC | $355,000 | +28.6% | 3,650 | -1.5% | 0.03% | +21.4% |
| AVTR | AVANTOR INC | $357,000 | +22.7% | 10,045 | 0.0% | 0.03% | +17.2% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $343,000 | +7.5% | 9,361 | 0.0% | 0.03% | +3.1% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $349,000 | +46.6% | 871 | +36.1% | 0.03% | +37.5% |
| TMUS | T-MOBILE US INC | $335,000 | +15.5% | 2,315 | 0.0% | 0.03% | +10.3% | |
| F | Buy | FORD MTR CO DEL | $339,000 | +30.4% | 22,799 | +7.5% | 0.03% | +23.1% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $339,000 | +8.7% | 8,729 | +2.9% | 0.03% | 0.0% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $333,000 | +7.4% | 629 | -1.6% | 0.03% | +3.2% |
| HZNP | HORIZON THERAPEUTICS PUB L | $321,000 | +1.6% | 3,429 | 0.0% | 0.03% | -3.1% | |
| TAYD | Buy | TAYLOR DEVICES INC | $326,000 | +43.6% | 27,500 | +37.5% | 0.03% | +34.8% |
| CTVA | Sell | CORTEVA INC | $323,000 | -5.0% | 7,287 | -0.2% | 0.03% | -8.8% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $331,000 | +6.8% | 2,214 | -0.3% | 0.03% | 0.0% |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $326,000 | -8.4% | 11,301 | -7.5% | 0.03% | -13.9% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $313,000 | +1.6% | 2,605 | 0.0% | 0.03% | -3.2% | |
| DLN | WISDOMTREE TRus largecap divd | $320,000 | +4.9% | 2,656 | 0.0% | 0.03% | -3.2% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $314,000 | +1.3% | 3,493 | 0.0% | 0.03% | -3.2% | |
| PLBC | PLUMAS BANCORP | $320,000 | +9.2% | 10,000 | 0.0% | 0.03% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $311,000 | -0.6% | 5,198 | 0.0% | 0.03% | -6.2% | |
| IPG | INTERPUBLIC GROUP COS INC | $313,000 | +11.4% | 9,626 | 0.0% | 0.03% | +7.1% | |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $318,000 | +12.0% | 7,983 | +0.2% | 0.03% | +3.4% |
| GIS | Sell | GENERAL MLS INC | $312,000 | -4.9% | 5,120 | -4.4% | 0.03% | -9.1% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $315,000 | +19.3% | 8,657 | +0.0% | 0.03% | +11.1% |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $305,000 | +0.3% | 6,300 | 0.0% | 0.03% | -6.5% | |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $303,000 | -18.5% | 2,345 | -24.2% | 0.03% | -23.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $300,000 | -4.5% | 1,213 | -11.7% | 0.03% | -9.4% |
| CHD | CHURCH & DWIGHT INC | $295,000 | -2.6% | 3,466 | 0.0% | 0.03% | -9.7% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $295,000 | +5.4% | 1,903 | 0.0% | 0.03% | 0.0% | |
| ATEC | Buy | ALPHATEC HLDGS INC | $293,000 | -2.3% | 19,100 | +0.5% | 0.03% | -6.7% |
| NVS | NOVARTIS AGsponsored adr | $291,000 | +7.0% | 3,185 | 0.0% | 0.03% | +3.7% | |
| CAG | Buy | CONAGRA BRANDS INC | $299,000 | +5.3% | 8,225 | +8.9% | 0.03% | -3.4% |
| DECK | DECKERS OUTDOOR CORP | $292,000 | +16.3% | 759 | 0.0% | 0.03% | +12.0% | |
| SLY | SPDR SER TRs&p 600 sml cap | $293,000 | +4.3% | 2,994 | 0.0% | 0.03% | 0.0% | |
| BBY | BEST BUY INC | $280,000 | 0.0% | 2,437 | 0.0% | 0.03% | -3.6% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $287,000 | -0.3% | 2,101 | 0.0% | 0.03% | -6.9% | |
| CB | CHUBB LIMITED | $279,000 | +0.4% | 1,758 | 0.0% | 0.03% | -3.6% | |
| PXD | PIONEER NAT RES CO | $284,000 | +2.5% | 1,745 | 0.0% | 0.03% | -3.6% | |
| A | AGILENT TECHNOLOGIES INC | $274,000 | +16.6% | 1,852 | 0.0% | 0.03% | +8.3% | |
| DFS | DISCOVER FINL SVCS | $278,000 | +24.7% | 2,352 | 0.0% | 0.03% | +13.0% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $270,000 | +2.7% | 4,427 | -2.2% | 0.03% | -3.7% |
| SO | Buy | SOUTHERN CO | $278,000 | +4.9% | 4,587 | +7.6% | 0.03% | -3.7% |
| NEAR | ISHARES U S ETF TRblackrock st mat | $269,000 | 0.0% | 5,354 | 0.0% | 0.03% | -3.7% | |
| CI | Sell | CIGNA CORP NEW | $270,000 | -2.5% | 1,138 | -0.8% | 0.03% | -7.1% |
| RESP | WISDOMTREE TRus esg fund | $259,000 | +6.6% | 5,531 | 0.0% | 0.02% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $265,000 | +11.8% | 923 | 0.0% | 0.02% | +4.2% | |
| PLD | Sell | PROLOGIS INC. | $265,000 | +5.2% | 2,218 | -6.5% | 0.02% | 0.0% |
| AMP | Sell | AMERIPRISE FINL INC | $262,000 | -9.0% | 1,052 | -15.2% | 0.02% | -13.8% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $254,000 | -4.5% | 1,237 | -7.3% | 0.02% | -11.1% |
| NUE | Sell | NUCOR CORP | $255,000 | -5.9% | 2,653 | -21.4% | 0.02% | -11.1% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $257,000 | +11.3% | 2,520 | 0.0% | 0.02% | +4.3% | |
| BWA | BORGWARNER INC | $255,000 | +4.5% | 5,254 | 0.0% | 0.02% | -4.0% | |
| LLY | Sell | LILLY ELI & CO | $255,000 | -6.6% | 1,112 | -23.9% | 0.02% | -14.3% |
| ROG | ROGERS CORP | $241,000 | +6.6% | 1,200 | 0.0% | 0.02% | 0.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $241,000 | -6.6% | 1,077 | -7.6% | 0.02% | -11.5% |
| D | Sell | DOMINION ENERGY INC | $239,000 | -4.4% | 3,250 | -1.1% | 0.02% | -8.0% |
| WM | Sell | WASTE MGMT INC DEL | $243,000 | +4.3% | 1,735 | -4.0% | 0.02% | -4.2% |
| ZTS | Sell | ZOETIS INCcl a | $239,000 | +18.3% | 1,280 | -0.4% | 0.02% | +15.0% |
| KDP | Sell | KEURIG DR PEPPER INC | $233,000 | -1.7% | 6,607 | -4.4% | 0.02% | -8.3% |
| NKE | Sell | NIKE INCcl b | $235,000 | +11.9% | 1,523 | -3.7% | 0.02% | +4.8% |
| BSJM | INVESCO EXCH TRD SLF IDX FD | $234,000 | 0.0% | 10,000 | 0.0% | 0.02% | -8.3% | |
| ATVI | ACTIVISION BLIZZARD INC | $228,000 | +2.7% | 2,384 | 0.0% | 0.02% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $229,000 | -0.9% | 3,621 | 0.0% | 0.02% | -4.3% | |
| STE | STERIS PLC | $235,000 | +8.3% | 1,139 | 0.0% | 0.02% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $234,000 | +2.2% | 2,007 | 0.0% | 0.02% | -4.3% | |
| SJM | Sell | SMUCKER J M CO | $235,000 | -1.7% | 1,815 | -3.7% | 0.02% | -8.3% |
| ENB | Sell | ENBRIDGE INC | $219,000 | +9.0% | 5,462 | -0.9% | 0.02% | +5.0% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $226,000 | -5.0% | 1,150 | -8.7% | 0.02% | -12.5% |
| LW | LAMB WESTON HLDGS INC | $218,000 | +3.8% | 2,707 | 0.0% | 0.02% | 0.0% | |
| YUMC | New | YUM CHINA HLDGS INC | $216,000 | – | 3,261 | +100.0% | 0.02% | – |
| ACN | ACCENTURE PLC IRELAND | $220,000 | +6.8% | 746 | 0.0% | 0.02% | 0.0% | |
| PSA | New | PUBLIC STORAGE | $222,000 | – | 738 | +100.0% | 0.02% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $226,000 | – | 3,286 | +100.0% | 0.02% | – |
| SYY | Sell | SYSCO CORP | $223,000 | -15.8% | 2,871 | -14.8% | 0.02% | -22.2% |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $220,000 | – | 2,566 | +100.0% | 0.02% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $210,000 | +4.5% | 1,955 | -2.3% | 0.02% | 0.0% |
| KEY | KEYCORP | $213,000 | +2.9% | 10,338 | 0.0% | 0.02% | -4.8% | |
| IBDM | ISHARES TRibonds dec21 etf | $213,000 | 0.0% | 8,590 | 0.0% | 0.02% | -9.1% | |
| GLD | Sell | SPDR GOLD TR | $215,000 | -11.9% | 1,296 | -15.0% | 0.02% | -20.0% |
| MO | Sell | ALTRIA GROUP INC | $212,000 | -8.6% | 4,437 | -2.0% | 0.02% | -13.0% |
| DTH | Buy | WISDOMTREE TRitl high div fd | $215,000 | +0.9% | 5,433 | +0.0% | 0.02% | -9.1% |
| OGN | New | ORGANON & CO | $208,000 | – | 6,884 | +100.0% | 0.02% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $210,000 | – | 4,075 | +100.0% | 0.02% | – |
| CCJ | Sell | CAMECO CORP | $195,000 | +1.0% | 10,189 | -12.5% | 0.02% | 0.0% |
| IXJ | New | ISHARES TRglob hlthcre etf | $204,000 | – | 2,450 | +100.0% | 0.02% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $205,000 | – | 3,983 | +100.0% | 0.02% | – |
| NWBI | Buy | NORTHWEST BANCSHARES INC MD | $179,000 | -5.3% | 13,117 | +0.1% | 0.02% | -10.5% |
| TTOO | New | T2 BIOSYSTEMS INC | $97,000 | – | 81,500 | +100.0% | 0.01% | – |
| V | New | VISA INCput | $0 | – | 400 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE GROUP INCput | $4,000 | – | 2,100 | +100.0% | 0.00% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -1,734 | -100.0% | -0.02% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -2,133 | -100.0% | -0.02% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -6,207 | -100.0% | -0.02% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -2,398 | -100.0% | -0.02% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -3,029 | -100.0% | -0.02% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -1,177 | -100.0% | -0.04% | – |
| RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -9,628 | -100.0% | -0.05% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -12,650 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR S&P500 GRW | 42 | Q3 2023 | 10.8% |
| ISHARES TR CORE S&P500 ETF | 42 | Q3 2023 | 7.3% |
| ISHARES TR S&P 500 VALUE | 42 | Q3 2023 | 5.7% |
| APPLE INC | 42 | Q3 2023 | 5.8% |
| VANGUARD INDEX FDS VALUE ETF | 42 | Q3 2023 | 3.6% |
| ISHARES TR MSCI EAFE INDEX | 42 | Q3 2023 | 4.6% |
| ISHARES TR S&P MC 400 GRW | 42 | Q3 2023 | 2.4% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.0% |
| ISHARES TR CORE S&P MCP ETF | 42 | Q3 2023 | 2.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.5% |
View COURIER CAPITAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-18 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-18 |
View COURIER CAPITAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.