$449 Million is the total value of Exchange Capital Management, Inc.'s 160 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 11.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | Microsoft Corp | $15,459,000 | +12.0% | 69,502 | +5.9% | 3.44% | -1.4% |
AMZN | Buy | Amazon.com Inc | $12,419,000 | +7.9% | 3,813 | +4.3% | 2.77% | -5.0% |
MDY | Sell | SPDR(R) S&P MidCap 400 ETFutser1 s&pdcrp | $11,240,000 | +23.7% | 26,768 | -0.2% | 2.50% | +8.9% |
DDWM | Buy | WisdomTree Dynamic Ccy Hdgd Intl Eq ETFcurrncy int eq | $10,679,000 | +10.6% | 383,431 | +1.0% | 2.38% | -2.6% |
BLK | Sell | BlackRock Inc | $10,488,000 | +23.1% | 14,536 | -3.9% | 2.34% | +8.3% |
IJR | Buy | iShares Core S&P Small-Capcore s&p scp etf | $10,249,000 | +41.7% | 111,527 | +8.3% | 2.28% | +24.7% |
GOOGL | Buy | Alphabet Inc. CL Acl a | $9,710,000 | +25.7% | 5,540 | +5.1% | 2.16% | +10.6% |
BRKB | Buy | Berkshire Hathaway Inccl b new | $9,520,000 | +11.0% | 41,058 | +1.9% | 2.12% | -2.3% |
VGT | Buy | Vanguard Sector Index Fds Vanguard Information Tecinf tech etf | $9,093,000 | +17.5% | 25,702 | +3.5% | 2.03% | +3.5% |
HEFA | Buy | iShares Currency Hedged MSCI EAFEhdg msci eafe | $8,826,000 | +21.4% | 289,664 | +9.7% | 1.97% | +6.8% |
DIS | Buy | Walt Disney Co | $8,450,000 | +52.2% | 46,639 | +4.2% | 1.88% | +34.0% |
KLAC | Sell | KLA-Tencor Corp | $7,973,000 | +33.3% | 30,795 | -0.2% | 1.78% | +17.3% |
JPM | Buy | JPMorgan Chase & Co | $7,201,000 | +39.3% | 56,668 | +5.5% | 1.60% | +22.6% |
SCHX | Sell | Schwab US Large-Cap ETF(TM)us lrg cap etf | $7,132,000 | -2.5% | 78,419 | -13.6% | 1.59% | -14.2% |
SCHM | Sell | Schwab US Mid-Cap ETF(TM)us mid-cap etf | $7,078,000 | +21.5% | 103,817 | -1.1% | 1.58% | +7.0% |
FTEC | Sell | Fidelity(R) MSCI Information Tech ETFmsci info tech i | $6,878,000 | +10.7% | 65,813 | -2.5% | 1.53% | -2.5% |
CRM | Buy | Salesforce.com Inc | $6,739,000 | -7.8% | 30,285 | +4.2% | 1.50% | -18.8% |
CMCSA | Buy | Comcast Corpcl a | $6,331,000 | +20.9% | 120,812 | +6.7% | 1.41% | +6.3% |
VEEV | Buy | Veeva Systems Inc | $6,250,000 | -1.7% | 22,957 | +1.5% | 1.39% | -13.5% |
VHT | Buy | Vanguard Health Care ETFhealth car etf | $6,133,000 | +10.7% | 27,412 | +1.0% | 1.37% | -2.6% |
EMR | Buy | Emerson Electric Co | $5,918,000 | +23.3% | 73,630 | +0.6% | 1.32% | +8.5% |
IEMG | Buy | iShares Core MSCI Emerging Marketscore msci emkt | $5,914,000 | +21.5% | 95,320 | +3.4% | 1.32% | +6.9% |
NOW | Sell | ServiceNow Inc | $5,857,000 | -17.0% | 10,640 | -26.9% | 1.30% | -27.0% |
HD | Sell | Home Depot Inc | $5,845,000 | -5.2% | 22,007 | -0.9% | 1.30% | -16.6% |
JNJ | Buy | Johnson & Johnson | $5,732,000 | +16.6% | 36,419 | +10.3% | 1.28% | +2.7% |
AAPL | Sell | Apple Inc | $5,731,000 | +10.7% | 43,193 | -3.4% | 1.28% | -2.5% |
GWRE | Buy | Guidewire Software Inc | $5,695,000 | +33.1% | 44,238 | +7.8% | 1.27% | +17.2% |
AMGN | Buy | Amgen Inc | $5,590,000 | -8.6% | 24,313 | +1.1% | 1.24% | -19.5% |
AGG | Sell | iShares Core US Aggregate Bondcore us aggbd et | $5,403,000 | -0.8% | 45,718 | -0.9% | 1.20% | -12.7% |
VFH | Sell | Vanguard Financials ETFfinancials etf | $5,401,000 | +19.6% | 74,139 | -3.9% | 1.20% | +5.3% |
PG | Sell | Procter & Gamble Co | $5,299,000 | -26.2% | 38,081 | -26.3% | 1.18% | -35.0% |
SCHA | Sell | Schwab US Small-Cap ETF(TM)us sml cap etf | $5,269,000 | +27.8% | 59,197 | -1.9% | 1.17% | +12.5% |
MRK | Buy | Merck & Co Inc | $5,114,000 | +16.3% | 62,516 | +17.9% | 1.14% | +2.3% |
V | Sell | Visa Inc | $5,082,000 | +6.3% | 23,236 | -2.9% | 1.13% | -6.4% |
IJH | Buy | iShares Core S&P Mid-Capcore s&p mcp etf | $5,038,000 | +57.1% | 21,919 | +26.7% | 1.12% | +38.2% |
PEP | Buy | PepsiCo Inc | $4,604,000 | +8.2% | 31,046 | +1.1% | 1.03% | -4.7% |
BIIB | Buy | Biogen Idec Inc | $4,474,000 | +22.3% | 18,273 | +41.7% | 1.00% | +7.7% |
BMY | Buy | Bristol-Myers Squibb Company | $4,423,000 | +24.6% | 71,312 | +21.1% | 0.98% | +9.7% |
BAC | Buy | Bank of America Corporation | $4,367,000 | +29.8% | 144,065 | +3.2% | 0.97% | +14.3% |
FHLC | Sell | Fidelity(R) MSCI Health Care ETFmsci hlth care i | $4,335,000 | +9.7% | 75,062 | -0.1% | 0.97% | -3.4% |
HON | Sell | Honeywell International Inc | $4,221,000 | +26.9% | 19,847 | -1.7% | 0.94% | +11.8% |
MDT | Sell | Medtronic Inc | $4,207,000 | +12.0% | 35,918 | -0.6% | 0.94% | -1.4% |
MMM | Buy | 3M Co | $3,935,000 | +11.9% | 22,514 | +2.5% | 0.88% | -1.5% |
VCR | Buy | Vanguard Consumer Discretionary ETFconsum dis etf | $3,637,000 | +20.1% | 13,216 | +2.4% | 0.81% | +5.7% |
SBUX | Buy | Starbucks Corp | $3,613,000 | +55.1% | 33,777 | +24.5% | 0.80% | +36.4% |
ADBE | Sell | Adobe Systems Inc | $3,486,000 | -32.9% | 6,970 | -34.2% | 0.78% | -40.9% |
PFE | Buy | Pfizer Inc | $3,313,000 | +7.7% | 90,003 | +7.3% | 0.74% | -5.3% |
MCHP | Sell | Microchip Technology Inc | $3,271,000 | +33.6% | 23,684 | -0.6% | 0.73% | +17.8% |
RTX | Buy | Raytheon Technologies Ord | $3,249,000 | +30.8% | 45,433 | +5.3% | 0.72% | +15.3% |
CMS | CMS Energy Corp | $3,218,000 | -0.6% | 52,751 | 0.0% | 0.72% | -12.6% | |
BAB | Buy | PowerShares Build America Bond ETFtaxable mun bd | $3,197,000 | +19.8% | 95,425 | +19.3% | 0.71% | +5.5% |
D | Buy | Dominion Resources Inc | $3,109,000 | +7.0% | 41,342 | +12.3% | 0.69% | -5.7% |
VOX | Buy | Vanguard Telecommunication Services ETF | $2,999,000 | +20.7% | 24,950 | +2.3% | 0.67% | +6.2% |
ICSH | Sell | iShares Ultra Short-Term Bond ETFultr sh trm bd | $2,977,000 | -18.0% | 58,924 | -17.9% | 0.66% | -27.9% |
LQD | Buy | iShares iBoxx $ Invst Grade Crp Bondiboxx inv cp etf | $2,883,000 | +26.2% | 20,871 | +23.1% | 0.64% | +11.1% |
XLK | Sell | Technology Select Sector SPDR(R) ETF | $2,818,000 | +8.4% | 21,673 | -2.7% | 0.63% | -4.6% |
VIS | Buy | Vanguard Industrials ETFindustrial etf | $2,798,000 | +18.2% | 16,463 | +0.7% | 0.62% | +4.0% |
FDIS | Sell | Fidelity(R) MSCI Consumer Discret ETFmsci consm dis | $2,764,000 | +14.5% | 38,655 | -0.6% | 0.62% | +0.8% |
SCHZ | Sell | Schwab US Aggregate Bond ETF(TM)us aggregate b | $2,649,000 | -10.6% | 47,278 | -10.5% | 0.59% | -21.3% |
ACN | Sell | Accenture PLC | $2,611,000 | -20.3% | 9,995 | -31.1% | 0.58% | -29.9% |
MCD | Sell | McDonald s Corp | $2,566,000 | -6.7% | 11,959 | -4.5% | 0.57% | -17.8% |
VTI | Sell | Vanguard Total Stock Market ETFtotal stk mkt | $2,365,000 | +8.4% | 12,148 | -5.1% | 0.53% | -4.5% |
IVV | Sell | iShares Core S&P 500core s&p scp etf | $2,311,000 | +3.3% | 6,155 | -7.5% | 0.52% | -9.0% |
VAW | Sell | Vanguard Materials ETFmaterials etf | $2,279,000 | +14.7% | 14,518 | -1.6% | 0.51% | +1.0% |
ZBH | Sell | Zimmer Biomet Holdings INC | $2,251,000 | +12.9% | 14,608 | -0.2% | 0.50% | -0.6% |
FNCL | Sell | Fidelity(R) MSCI Financials ETFmsci finls idx | $2,209,000 | +19.5% | 52,324 | -4.3% | 0.49% | +5.1% |
USB | Buy | U.S. Bancorp | $2,152,000 | +37.2% | 46,194 | +5.6% | 0.48% | +20.7% |
VDC | Buy | Vanguard Consumer Staples ETFconsum stp etf | $2,132,000 | +8.5% | 12,258 | +1.9% | 0.48% | -4.4% |
FCOM | Sell | Fidelity(R) MSCI Telecommunication Svc ETF | $2,055,000 | +17.9% | 45,161 | -0.0% | 0.46% | +3.9% |
CMP | Buy | Compass Minerals International Inc | $1,997,000 | +9.0% | 32,350 | +4.8% | 0.44% | -4.1% |
CNRG | Buy | SPDR(R) Kensho Clean Power ETFs&p kensho clean | $1,975,000 | +72.3% | 18,242 | +16.0% | 0.44% | +51.7% |
FIDU | Sell | Fidelity(R) MSCI Industrials ETFmsci indl indx | $1,950,000 | +16.6% | 41,474 | -0.5% | 0.43% | +2.6% |
UNP | Buy | Union Pacific Corp | $1,859,000 | +9.3% | 8,929 | +3.4% | 0.41% | -3.7% |
GD | Buy | General Dynamics Corp | $1,833,000 | +21.9% | 12,314 | +13.4% | 0.41% | +7.1% |
NKE | Buy | Nike Inccl b | $1,832,000 | +13.6% | 12,950 | +0.8% | 0.41% | 0.0% |
SPMB | Buy | SPDR(R) Portfolio Mortgage Backed Bond ETFportfli mortgage | $1,807,000 | +16.4% | 68,392 | +17.3% | 0.40% | +2.5% |
CTVA | Buy | Corteva Inc com | $1,801,000 | +46.1% | 46,513 | +8.7% | 0.40% | +28.5% |
MUB | Buy | iShares National AMT-Free Muni Bonds&p 100 idx fd | $1,765,000 | +10.2% | 15,056 | +9.1% | 0.39% | -3.0% |
INTC | Buy | Intel Corp | $1,641,000 | +6.9% | 32,947 | +11.2% | 0.37% | -5.7% |
XOM | Buy | Exxon Mobil Corporationcl a | $1,587,000 | +28.0% | 38,498 | +6.6% | 0.35% | +12.7% |
BSCT | Buy | INVSC BLTSHRS 2029 CORP BND ETF | $1,590,000 | +96.5% | 72,933 | +93.3% | 0.35% | +72.7% |
GILD | Buy | Gilead Sciences Inc | $1,585,000 | +73.8% | 27,199 | +88.4% | 0.35% | +52.8% |
BUD | Buy | Anheuser-Busch InBev SA | $1,552,000 | +67.6% | 22,207 | +29.2% | 0.35% | +47.9% |
BSCP | Buy | Invesco BulletShares 2025 Corp Bd ETF | $1,520,000 | +4.0% | 67,157 | +2.7% | 0.34% | -8.4% |
AMAT | Buy | Applied Materials Inc | $1,408,000 | +77.8% | 16,314 | +22.5% | 0.31% | +57.0% |
VPU | Sell | Vanguard Utilities ETFutilities etf | $1,304,000 | +1.2% | 9,504 | -4.8% | 0.29% | -11.0% |
IBDO | iShares iBonds Dec 2023 Term Corporateibonds dec23 etf | $1,293,000 | +0.2% | 49,219 | 0.0% | 0.29% | -11.9% | |
IBDQ | Sell | iShares iBonds Dec 2025 Term Corporateibonds dec25 etf | $1,260,000 | +0.8% | 46,034 | -0.1% | 0.28% | -11.1% |
BSCO | Sell | Invesco BulletShares 2024 Corp Bd ETF | $1,260,000 | -0.3% | 56,278 | -1.2% | 0.28% | -12.2% |
SCHB | Sell | Schwab US Broad Market ETF(TM)us brd mkt etf | $1,257,000 | -6.6% | 13,815 | -18.2% | 0.28% | -17.9% |
IBDM | iShares iBonds Dec 2021 Term Corporateibonds dec21 etf | $1,256,000 | -0.6% | 50,418 | 0.0% | 0.28% | -12.5% | |
LOW | Buy | Lowe s Companies Inc | $1,253,000 | +6.8% | 7,805 | +10.4% | 0.28% | -6.1% |
XLI | Sell | Industrial Select Sector SPDR(R) ETF | $1,211,000 | +13.0% | 13,671 | -1.9% | 0.27% | -0.4% |
LMT | Buy | Lockheed Martin Corp | $1,185,000 | +19.9% | 3,337 | +29.5% | 0.26% | +5.6% |
FSTA | Sell | Fidelity(R) MSCI Consumer Staples ETFconsmr staples | $1,182,000 | +5.8% | 29,059 | -0.7% | 0.26% | -7.1% |
FTNT | Sell | Fortinet, Inc. | $1,163,000 | +22.4% | 7,831 | -2.9% | 0.26% | +7.9% |
OTIS | Sell | OTIS Worldwide Corp-Wi | $1,156,000 | +1.6% | 17,120 | -6.1% | 0.26% | -10.4% |
XSOE | Buy | WisdomTree EmMkts ex-Stt-Ownd EntrprsETFem ex st-owned | $1,118,000 | +46.0% | 28,182 | +23.8% | 0.25% | +28.4% |
LNG | Buy | Cheniere Energy Inc | $1,111,000 | +46.8% | 18,509 | +13.1% | 0.25% | +28.6% |
IBDN | Sell | iShares iBonds Dec 2022 Term Corporateibonds dec22 etf | $1,104,000 | -0.3% | 43,164 | -0.1% | 0.25% | -12.1% |
LRCX | New | Lam Research Corp | $1,086,000 | – | 2,299 | +100.0% | 0.24% | – |
SPGI | Sell | S&Pglobal Inc Com | $1,081,000 | -9.1% | 3,289 | -0.3% | 0.24% | -19.9% |
BSCS | Buy | Invesco Exch Trd Slf Idx Fd Tr Invsco Blsh 28invsco blsh 28 | $1,078,000 | +16.3% | 45,622 | +13.8% | 0.24% | +2.1% |
CNI | Sell | Canadian National Railway Co | $1,068,000 | -1.1% | 9,726 | -4.1% | 0.24% | -12.8% |
SUB | Buy | iShares Short-Term National Muni Bondshrt nat mun etf | $1,063,000 | +0.6% | 9,829 | +0.5% | 0.24% | -11.2% |
MCO | Sell | Moody s Corporation | $1,065,000 | -0.1% | 3,668 | -0.3% | 0.24% | -12.2% |
VLO | Sell | Valero Energy Corp | $1,058,000 | +22.0% | 18,701 | -6.6% | 0.24% | +7.8% |
SPY | Sell | SPDR(R) S&P 500 ETFtr unit | $1,055,000 | +7.5% | 2,822 | -3.7% | 0.24% | -5.2% |
BSCR | Buy | Invesco BulletShares 2027 Corp Bd ETF | $1,057,000 | +90.8% | 47,190 | +87.2% | 0.24% | +67.9% |
IBDP | Sell | iShares iBonds Dec 2024 Term Corporateibonds dec24 etf | $1,036,000 | +0.5% | 38,974 | -0.1% | 0.23% | -11.5% |
NEE | Buy | NextEra Energy Inc | $961,000 | +9.0% | 12,456 | +292.1% | 0.21% | -4.0% |
FMAT | Sell | Fidelity(R) MSCI Materials ETFmsci matls index | $915,000 | +16.6% | 22,817 | -0.1% | 0.20% | +2.5% |
BSCN | Buy | Invesco BulletShares 2023 Corp Bd ETF | $913,000 | +10.8% | 41,676 | +10.2% | 0.20% | -2.9% |
KO | Buy | Coca-Cola Co | $898,000 | +52.2% | 16,377 | +37.0% | 0.20% | +34.2% |
BSCL | Sell | Invesco BulletShares 2021 Corp Bd ETF | $868,000 | -1.0% | 40,906 | -0.6% | 0.19% | -13.1% |
SHYF | SHYFT GROUP ORD | $851,000 | +50.4% | 30,000 | 0.0% | 0.19% | +32.9% | |
IBDR | iShares iBonds Dec 2026 Term Corporateibonds dec2026 | $817,000 | +1.1% | 30,145 | 0.0% | 0.18% | -10.8% | |
COST | Buy | Costco Wholesale Corp | $807,000 | +8.5% | 2,142 | +2.2% | 0.18% | -4.3% |
QCRH | QCR Holdings Inc | $723,000 | +44.6% | 18,250 | 0.0% | 0.16% | +26.8% | |
T | Buy | AT&T Inc | $705,000 | +38.5% | 24,504 | +37.2% | 0.16% | +21.7% |
STZ | Buy | Constellation Brands Inccl a | $692,000 | +88.6% | 3,157 | +63.2% | 0.15% | +65.6% |
IBDS | Sell | iShares iBonds Dec 2027 Term Corp ETFibonds etf | $661,000 | +1.1% | 23,960 | -0.5% | 0.15% | -10.9% |
ORCL | Sell | Oracle Corporation | $655,000 | -48.6% | 10,123 | -52.6% | 0.15% | -54.8% |
TFI | SPDR(R) Nuveen Blmbg Barclays Muni Bd ETFnuveen brc munic | $652,000 | +1.1% | 12,425 | 0.0% | 0.14% | -11.0% | |
LIN | Sell | Linde plc | $644,000 | +2.2% | 2,444 | -7.6% | 0.14% | -10.1% |
BSCM | Buy | Invesco BulletShares 2022 Corp Bd ETF | $630,000 | +18.2% | 28,987 | +18.8% | 0.14% | +3.7% |
BSCQ | Buy | Invesco BulletShares 2026 Corp Bd ETF | $623,000 | +8.3% | 28,392 | +6.8% | 0.14% | -4.8% |
FUTY | Sell | Fidelity(R) MSCI Utilities ETFmsci utils index | $576,000 | +6.3% | 14,195 | -0.7% | 0.13% | -6.6% |
CVS | Sell | CVS Health Corp | $571,000 | -44.7% | 8,362 | -52.7% | 0.13% | -51.3% |
GOOG | Alphabet Inc. CL Ccl c added | $564,000 | +19.2% | 322 | 0.0% | 0.13% | +5.0% | |
XLY | Consumer Discret Sel Sect SPDR(R) ETFsbi cons discr | $547,000 | +9.4% | 3,404 | 0.0% | 0.12% | -3.9% | |
XLV | Health Care Select Sector SPDR(R) ETFsbi healthcare | $517,000 | +7.5% | 4,560 | 0.0% | 0.12% | -5.7% | |
CME | CME Group Inc | $501,000 | +8.9% | 2,751 | 0.0% | 0.11% | -3.4% | |
VB | Vanguard Small-Cap ETFsmall cp etf | $505,000 | +26.6% | 2,593 | 0.0% | 0.11% | +10.9% | |
CVX | Sell | Chevron Corp | $475,000 | -6.1% | 5,619 | -20.1% | 0.11% | -17.2% |
SHM | SPDR(R) Nuveen Barclays ST Muni Bd ETFnuvn br sht muni | $441,000 | 0.0% | 8,850 | 0.0% | 0.10% | -12.5% | |
IBDT | Buy | Ishares Tr Ibds Dec28 Etfibds dec28 etf | $394,000 | +6.8% | 13,321 | +5.1% | 0.09% | -5.4% |
VZ | Verizon Communications Inc | $390,000 | -1.0% | 6,630 | 0.0% | 0.09% | -13.0% | |
SHY | Sell | iShares 1-3 Year Treasury Bond1 3 yr treas bd | $352,000 | -2.2% | 4,079 | -1.9% | 0.08% | -14.3% |
FITB | Fifth Third Bancorp | $341,000 | +29.2% | 12,367 | 0.0% | 0.08% | +13.4% | |
SCHO | Sell | Schwab Short-Term US Treasury ETF(TM)sht tm us tres | $332,000 | -1.5% | 6,452 | -1.4% | 0.07% | -12.9% |
WMT | Sell | Wal-Mart Stores Inc | $329,000 | -26.2% | 2,280 | -28.4% | 0.07% | -35.4% |
XLB | Materials Select Sector SPDR(R) ETFsbi materials | $329,000 | +13.8% | 4,547 | 0.0% | 0.07% | 0.0% | |
ICLN | New | iShares Global Clean Energygl clean ene etf | $324,000 | – | 11,482 | +100.0% | 0.07% | – |
CAT | New | Caterpillar Inc | $318,000 | – | 1,748 | +100.0% | 0.07% | – |
PWB | Sell | PowerShares Dynamic Large Cap Growth ETFdynmc lrg gwth | $293,000 | +6.5% | 4,330 | -2.7% | 0.06% | -7.1% |
UL | New | Unilever PLCspon adr new | $286,000 | – | 4,740 | +100.0% | 0.06% | – |
XLF | Sell | Financial Select Sector SPDR(R) ETFsbi int-finl | $281,000 | +19.6% | 9,547 | -2.1% | 0.06% | +6.8% |
XLP | Buy | Consumer Staples Select Sector SPDR(R) ETFsbi cons stpls | $275,000 | +10.0% | 4,073 | +4.5% | 0.06% | -3.2% |
SYK | New | Stryker Corporation | $258,000 | – | 1,051 | +100.0% | 0.06% | – |
SPTM | New | SPDR(R) S&P 1500 ETFportfoli s&p1500 | $256,000 | – | 5,559 | +100.0% | 0.06% | – |
DOW | New | Dow Inc | $232,000 | – | 4,185 | +100.0% | 0.05% | – |
GE | Sell | General Electric Co | $235,000 | +72.8% | 21,761 | -0.5% | 0.05% | +52.9% |
ITOT | Sell | iShares Core S&P Total US Stock Mktcore s&p ttl stk | $224,000 | +8.7% | 2,597 | -4.9% | 0.05% | -3.8% |
SCHG | New | Schwab US Large-Cap Growth ETF(TM)us lcap gr etf | $212,000 | – | 1,650 | +100.0% | 0.05% | – |
ABBV | New | Abbvie Inc | $209,000 | – | 1,950 | +100.0% | 0.05% | – |
VTRS | New | Viatris Inc | $205,000 | – | 10,949 | +100.0% | 0.05% | – |
MIY | New | BlackRock MuniYield MI Quality Common | $204,000 | – | 14,000 | +100.0% | 0.04% | – |
WEC | New | Wisconsin Energy Corp | $201,000 | – | 2,182 | +100.0% | 0.04% | – |
ARLP | New | Alliance Resource Partners LPut ltd part | $45,000 | – | 10,000 | +100.0% | 0.01% | – |
MCK | Exit | McKesson Corp | $0 | – | -1,703 | -100.0% | -0.06% | – |
BSCK | Exit | Invesco BulletShares 2020 Corp Bd ETF | $0 | – | -25,103 | -100.0% | -0.14% | – |
CHNG | Exit | Change Healthcare Inc | $0 | – | -37,724 | -100.0% | -0.14% | – |
IBDL | Exit | iShares iBonds Dec 2020 Term Corporateibonds dec20 etf | $0 | – | -37,003 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P Midcap 400 ETF Trus | 42 | Q3 2023 | 9.4% |
Berkshire Hathaway Inc | 42 | Q3 2023 | 3.6% |
iShares S&P SM Cap 600 Index FD | 42 | Q3 2023 | 4.9% |
Amazon.com Inc | 42 | Q3 2023 | 3.3% |
Visa Inc. | 42 | Q3 2023 | 3.8% |
BlackRock, Inc. | 42 | Q3 2023 | 2.3% |
JPMorgan Chase & Co | 42 | Q3 2023 | 3.8% |
Johnson & Johnson | 42 | Q3 2023 | 3.6% |
Walt Disney Co | 42 | Q3 2023 | 2.6% |
Apple Inc. | 42 | Q3 2023 | 4.0% |
View Exchange Capital Management, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
WisdomTree Trust | February 05, 2021 | 383,430 | 7.6% |
Gemphire Therapeutics Inc. | February 10, 2017 | 808,574 | 8.7% |
View Exchange Capital Management, Inc.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-24 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-31 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-28 |
13F-HR | 2022-01-27 |
13F-HR | 2021-11-01 |
View Exchange Capital Management, Inc.'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.