$931 Million is the total value of BRIGHTON JONES LLC's 320 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 13.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | Buy | AMAZON COM INC | $162,454,000 | +9.4% | 87,915 | +2.8% | 17.45% | +0.7% |
MSFT | Buy | MICROSOFT CORP | $96,264,000 | +16.9% | 610,428 | +3.1% | 10.34% | +7.6% |
AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $86,567,000 | +0.2% | 3,969,153 | +6.9% | 9.30% | -7.9% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $49,090,000 | +7.3% | 300,027 | -0.9% | 5.27% | -1.3% |
IWB | Sell | ISHARES TRrus 1000 etf | $38,677,000 | +2.5% | 216,772 | -5.5% | 4.16% | -5.7% |
IWV | Sell | ISHARES TRrussell 3000 etf | $27,878,000 | +6.5% | 147,901 | -1.8% | 3.00% | -2.0% |
AAPL | Buy | APPLE INC | $23,088,000 | +35.3% | 78,624 | +3.2% | 2.48% | +24.4% |
MLPI | Sell | UBS AG JERSEY BRHalerian infrst | $22,474,000 | -14.8% | 1,157,277 | -8.6% | 2.41% | -21.7% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $16,509,000 | +9.3% | 93,846 | -0.8% | 1.77% | +0.6% |
EFA | Sell | ISHARES TRmsci eafe etf | $16,476,000 | +3.9% | 237,270 | -2.5% | 1.77% | -4.4% |
IWM | Sell | ISHARES TRrussell 2000 etf | $15,359,000 | +1.8% | 92,708 | -7.0% | 1.65% | -6.4% |
IVV | Sell | ISHARES TRcore s&p500 etf | $12,581,000 | +7.3% | 38,920 | -0.9% | 1.35% | -1.3% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $11,192,000 | +8.9% | 34,772 | +0.4% | 1.20% | +0.2% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $10,026,000 | -3.8% | 137,931 | -11.2% | 1.08% | -11.5% |
IWR | Sell | ISHARES TRrus mid cap etf | $9,717,000 | -5.0% | 162,987 | -10.8% | 1.04% | -12.6% |
SCZ | Sell | ISHARES TReafe sml cp etf | $9,170,000 | +3.6% | 147,232 | -4.8% | 0.98% | -4.6% |
TMUS | Sell | T MOBILE US INC | $8,684,000 | -5.3% | 110,741 | -4.9% | 0.93% | -12.9% |
INTC | Buy | INTEL CORP | $7,336,000 | +18.2% | 122,567 | +1.8% | 0.79% | +8.8% |
SBUX | Buy | STARBUCKS CORP | $7,142,000 | +9.4% | 81,237 | +10.0% | 0.77% | +0.7% |
EFG | Sell | ISHARES TReafe grwth etf | $6,933,000 | +5.0% | 80,175 | -2.2% | 0.74% | -3.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,324,000 | +7.9% | 27,920 | -0.9% | 0.68% | -0.7% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $5,817,000 | +13.4% | 129,647 | +3.3% | 0.62% | +4.3% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $4,576,000 | +15.5% | 30,952 | +6.5% | 0.49% | +6.3% |
AVLR | Sell | AVALARA INC | $4,405,000 | -10.8% | 60,139 | -18.1% | 0.47% | -18.0% |
PCAR | Sell | PACCAR INC | $4,104,000 | +12.9% | 51,881 | -0.1% | 0.44% | +4.0% |
CMCSA | Sell | COMCAST CORP NEWcl a | $3,976,000 | -6.3% | 88,404 | -6.1% | 0.43% | -13.9% |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $3,961,000 | +7.0% | 67,041 | +6.1% | 0.42% | -1.6% |
UBER | New | UBER TECHNOLOGIES INC | $3,942,000 | – | 132,548 | +100.0% | 0.42% | – |
CRM | Buy | SALESFORCE COM INC | $3,927,000 | +161.3% | 24,146 | +138.5% | 0.42% | +139.8% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $3,843,000 | +8.3% | 18,672 | +1.6% | 0.41% | -0.5% |
FB | Sell | FACEBOOK INCcl a | $3,715,000 | +12.8% | 18,100 | -2.1% | 0.40% | +3.9% |
JNJ | Buy | JOHNSON & JOHNSON | $3,688,000 | +42.3% | 25,284 | +26.2% | 0.40% | +30.7% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,604,000 | +7.2% | 20,227 | +0.8% | 0.39% | -1.5% |
JPM | Buy | JPMORGAN CHASE & CO | $3,472,000 | +23.8% | 24,908 | +4.5% | 0.37% | +14.1% |
NKE | Sell | NIKE INCcl b | $3,388,000 | +0.9% | 33,442 | -6.4% | 0.36% | -7.1% |
BA | Buy | BOEING CO | $3,379,000 | -7.9% | 10,373 | +7.5% | 0.36% | -15.4% |
COST | Buy | COSTCO WHSL CORP NEW | $3,322,000 | +7.7% | 11,302 | +5.6% | 0.36% | -0.8% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $3,297,000 | +839.3% | 40,712 | +767.1% | 0.35% | +763.4% |
IJR | Sell | ISHARES TRcore s&p scp etf | $3,136,000 | +3.0% | 37,399 | -4.4% | 0.34% | -5.3% |
BRMK | New | BROADMARK RLTY CAP INC | $3,108,000 | – | 243,739 | +100.0% | 0.33% | – |
IWO | Sell | ISHARES TRrus 2000 grw etf | $2,978,000 | +9.8% | 13,903 | -1.2% | 0.32% | +0.9% |
MRK | Sell | MERCK & CO INC | $2,852,000 | +6.8% | 31,358 | -1.1% | 0.31% | -1.9% |
IWP | Buy | ISHARES TRrus md cp gr etf | $2,707,000 | +8.0% | 17,743 | +0.0% | 0.29% | -0.7% |
DIS | Buy | DISNEY WALT CO | $2,669,000 | +18.5% | 18,451 | +6.7% | 0.29% | +9.1% |
V | Buy | VISA INC | $2,632,000 | +12.2% | 14,005 | +2.7% | 0.28% | +3.3% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $2,514,000 | +24.7% | 1,877 | +13.7% | 0.27% | +14.9% |
HD | Buy | HOME DEPOT INC | $2,460,000 | +2.0% | 11,263 | +8.3% | 0.26% | -6.4% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,377,000 | +8.9% | 7 | 0.0% | 0.26% | 0.0% | |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $2,374,000 | +9.5% | 46,084 | +10.2% | 0.26% | +0.8% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,375,000 | +19.3% | 14,337 | +10.9% | 0.26% | +9.9% |
GOOG | Buy | ALPHABET INCcap stk cl c | $2,339,000 | +16.1% | 1,749 | +5.9% | 0.25% | +6.8% |
STX | Buy | SEAGATE TECHNOLOGY PLC | $2,251,000 | +12.9% | 37,837 | +2.1% | 0.24% | +3.9% |
AMGN | Buy | AMGEN INC | $2,241,000 | +28.6% | 9,297 | +3.3% | 0.24% | +18.7% |
ACWI | Sell | ISHARES TRmsci acwi etf | $2,243,000 | -49.0% | 28,308 | -52.5% | 0.24% | -53.0% |
ACN | Sell | ACCENTURE PLC IRELAND | $2,217,000 | +8.9% | 10,529 | -0.5% | 0.24% | 0.0% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,195,000 | -1.2% | 28,553 | -8.7% | 0.24% | -8.9% |
BLUE | Buy | BLUEBIRD BIO INC | $2,163,000 | -4.4% | 24,655 | +0.0% | 0.23% | -12.1% |
T | Buy | AT&T INC | $2,155,000 | +5.4% | 55,141 | +2.1% | 0.23% | -3.3% |
WFC | Buy | WELLS FARGO CO NEW | $2,126,000 | +10.7% | 39,516 | +3.8% | 0.23% | +1.8% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,096,000 | +8.7% | 66,873 | +1.8% | 0.22% | 0.0% |
GBX | Buy | GREENBRIER COS INC | $2,071,000 | +7.7% | 63,856 | +0.0% | 0.22% | -1.3% |
IWD | Buy | ISHARES TRrus 1000 val etf | $2,047,000 | +8.7% | 15,001 | +2.1% | 0.22% | 0.0% |
BAC | Buy | BANK AMER CORP | $2,013,000 | +42.1% | 57,142 | +17.7% | 0.22% | +30.9% |
CSCO | Sell | CISCO SYS INC | $1,936,000 | -11.4% | 40,362 | -8.7% | 0.21% | -18.4% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,916,000 | +31.4% | 9,012 | +16.7% | 0.21% | +21.2% |
ADBE | Sell | ADOBE INC | $1,879,000 | +18.0% | 5,697 | -1.1% | 0.20% | +8.6% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,820,000 | +2.1% | 9,993 | -6.8% | 0.20% | -5.8% |
TIP | Buy | ISHARES TRtips bd etf | $1,811,000 | +0.3% | 15,535 | +0.1% | 0.20% | -7.6% |
XOM | Buy | EXXON MOBIL CORP | $1,783,000 | +2.5% | 25,548 | +3.7% | 0.19% | -5.4% |
PFF | Buy | ISHARES TRpfd and incm sec | $1,784,000 | +26.4% | 47,464 | +26.2% | 0.19% | +16.4% |
IWS | Buy | ISHARES TRrus mdcp val etf | $1,770,000 | +5.7% | 18,677 | +0.1% | 0.19% | -2.6% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,753,000 | -4.4% | 14,624 | -11.0% | 0.19% | -12.1% |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $1,722,000 | +5.8% | 16,013 | +1.0% | 0.18% | -2.6% |
CVX | Buy | CHEVRON CORP NEW | $1,722,000 | +8.2% | 14,292 | +6.5% | 0.18% | -0.5% |
PG | Sell | PROCTER & GAMBLE CO | $1,700,000 | -17.2% | 13,609 | -17.5% | 0.18% | -23.8% |
PEP | Buy | PEPSICO INC | $1,708,000 | +2.2% | 12,500 | +2.5% | 0.18% | -6.2% |
SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $1,707,000 | +14.0% | 17,950 | +0.3% | 0.18% | +4.6% |
TSLA | Buy | TESLA INC | $1,682,000 | +92.9% | 4,021 | +11.0% | 0.18% | +77.5% |
DOCU | Sell | DOCUSIGN INC | $1,631,000 | -38.9% | 22,012 | -48.9% | 0.18% | -43.9% |
USB | Buy | US BANCORP DEL | $1,632,000 | +7.4% | 27,522 | +0.3% | 0.18% | -1.1% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,582,000 | +0.1% | 11,540 | -5.9% | 0.17% | -8.1% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,528,000 | +9.8% | 13,754 | +0.7% | 0.16% | +0.6% |
PFE | Buy | PFIZER INC | $1,481,000 | +11.9% | 37,805 | +2.7% | 0.16% | +3.2% |
VOO | Sell | VANGUARD INDEX FDS | $1,466,000 | +2.4% | 4,957 | -5.6% | 0.16% | -6.0% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,453,000 | -8.4% | 10,844 | -0.6% | 0.16% | -15.7% |
ORCL | Sell | ORACLE CORP | $1,423,000 | -6.5% | 26,867 | -2.8% | 0.15% | -14.0% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,423,000 | +6.4% | 7,348 | -1.0% | 0.15% | -1.9% |
ANTM | Buy | ANTHEM INC | $1,422,000 | +42.3% | 4,709 | +13.2% | 0.15% | +30.8% |
SIVB | SVB FINL GROUP | $1,396,000 | +20.1% | 5,559 | 0.0% | 0.15% | +10.3% | |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,384,000 | -1.4% | 22,549 | -3.1% | 0.15% | -9.1% |
KO | Buy | COCA COLA CO | $1,380,000 | +5.3% | 24,929 | +3.5% | 0.15% | -3.3% |
AGG | Buy | ISHARES TRcore us aggbd et | $1,375,000 | +2.9% | 12,232 | +3.6% | 0.15% | -5.1% |
TEX | Sell | TEREX CORP NEW | $1,374,000 | -27.3% | 46,126 | -36.6% | 0.15% | -33.0% |
LOW | Sell | LOWES COS INC | $1,252,000 | +3.3% | 10,453 | -5.2% | 0.13% | -5.6% |
MMM | Buy | 3M CO | $1,206,000 | +8.9% | 6,836 | +1.5% | 0.13% | +0.8% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,197,000 | +14.3% | 35,593 | +8.3% | 0.13% | +5.7% |
MA | Buy | MASTERCARD INCcl a | $1,181,000 | +67.5% | 3,957 | +52.3% | 0.13% | +54.9% |
SHOP | Buy | SHOPIFY INCcl a | $1,186,000 | +91.9% | 2,984 | +50.4% | 0.13% | +76.4% |
PM | Buy | PHILIP MORRIS INTL INC | $1,164,000 | +71.4% | 13,674 | +53.0% | 0.12% | +58.2% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,159,000 | +0.5% | 12,491 | +1.0% | 0.12% | -8.1% |
UTX | Sell | UNITED TECHNOLOGIES CORP | $1,126,000 | +7.1% | 7,516 | -2.4% | 0.12% | -1.6% |
VIG | Sell | VANGUARD GROUPdiv app etf | $1,125,000 | -0.2% | 9,022 | -4.2% | 0.12% | -8.3% |
LASR | Sell | NLIGHT INC | $1,119,000 | +17.4% | 55,190 | -9.3% | 0.12% | +8.1% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,106,000 | +13.0% | 14,397 | +4.3% | 0.12% | +4.4% |
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,103,000 | +5.9% | 25,035 | -1.3% | 0.12% | -3.3% |
UNP | Sell | UNION PACIFIC CORP | $1,094,000 | +0.7% | 6,053 | -9.8% | 0.12% | -7.1% |
IVE | Sell | ISHARES TRs&p 500 val etf | $1,088,000 | +2.0% | 8,363 | -6.6% | 0.12% | -6.4% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,076,000 | +10.2% | 28,619 | +0.6% | 0.12% | +1.8% |
PS | Buy | PLURALSIGHT INC | $1,076,000 | +2.6% | 62,514 | +0.1% | 0.12% | -4.9% |
LC | Buy | LENDINGCLUB CORP | $1,066,000 | +14.6% | 84,472 | +18.8% | 0.12% | +5.5% |
NFLX | Sell | NETFLIX INC | $1,067,000 | +18.3% | 3,298 | -2.1% | 0.12% | +9.5% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,025,000 | +44.0% | 3,486 | +6.3% | 0.11% | +32.5% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,027,000 | +5.0% | 5,167 | -3.8% | 0.11% | -3.5% |
ALK | Buy | ALASKA AIR GROUP INC | $1,007,000 | +12.1% | 14,869 | +7.4% | 0.11% | +2.9% |
ABT | Buy | ABBOTT LABS | $1,010,000 | +9.1% | 11,632 | +5.1% | 0.11% | 0.0% |
ROKU | Buy | ROKU INC | $980,000 | +50.8% | 7,322 | +14.6% | 0.10% | +38.2% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $972,000 | -4.0% | 18,081 | -10.9% | 0.10% | -11.9% |
MO | Buy | ALTRIA GROUP INC | $946,000 | +65.7% | 18,964 | +35.8% | 0.10% | +52.2% |
RTN | Sell | RAYTHEON CO | $941,000 | +11.1% | 4,284 | -0.8% | 0.10% | +2.0% |
NVDA | Buy | NVIDIA CORP | $939,000 | +102.8% | 3,990 | +50.1% | 0.10% | +87.0% |
LMT | Buy | LOCKHEED MARTIN CORP | $941,000 | +20.0% | 2,417 | +20.2% | 0.10% | +9.8% |
CBRL | CRACKER BARREL OLD CTRY STOR | $924,000 | -5.5% | 6,013 | 0.0% | 0.10% | -13.2% | |
SPTM | Sell | SPDR SERIES TRUSTportfolio tl stk | $920,000 | +8.5% | 23,074 | -0.0% | 0.10% | 0.0% |
VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $912,000 | +16.5% | 9,730 | +10.3% | 0.10% | +7.7% |
SPAB | Sell | SPDR SERIES TRUSTportfolio agrgte | $915,000 | -8.0% | 31,142 | -7.2% | 0.10% | -15.5% |
LLY | Buy | LILLY ELI & CO | $915,000 | +19.5% | 6,962 | +1.7% | 0.10% | +10.1% |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $884,000 | +74.4% | 13,770 | +37.7% | 0.10% | +61.0% |
ABBV | Sell | ABBVIE INC | $883,000 | +16.8% | 9,971 | -0.2% | 0.10% | +8.0% |
SPTS | Buy | SPDR SERIES TRUSTportfolio sh tsr | $866,000 | +0.2% | 28,910 | +0.5% | 0.09% | -7.9% |
IUSG | Sell | ISHARES TRcore s&p us gwt | $862,000 | +5.4% | 12,742 | -2.1% | 0.09% | -3.1% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $857,000 | +5.0% | 7,191 | -0.5% | 0.09% | -3.2% |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $861,000 | +0.3% | 1,775 | -14.8% | 0.09% | -8.0% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $813,000 | +18.9% | 7,023 | +10.9% | 0.09% | +8.8% |
MTG | MGIC INVT CORP WIS | $808,000 | +12.7% | 57,030 | 0.0% | 0.09% | +3.6% | |
JWN | Sell | NORDSTROM INC | $804,000 | +19.1% | 19,632 | -2.0% | 0.09% | +8.9% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $799,000 | +20.5% | 17,966 | +9.0% | 0.09% | +11.7% |
BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $800,000 | -6.3% | 9,544 | -5.6% | 0.09% | -14.0% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $777,000 | +7.5% | 4,890 | +0.1% | 0.08% | -1.2% |
OEF | Buy | ISHARES TRs&p 100 etf | $751,000 | +12.8% | 5,210 | +2.8% | 0.08% | +3.8% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $753,000 | +14.6% | 4,415 | +8.5% | 0.08% | +5.2% |
GE | Buy | GENERAL ELECTRIC CO | $756,000 | +29.2% | 67,725 | +3.5% | 0.08% | +19.1% |
DHR | Buy | DANAHER CORPORATION | $733,000 | +18.0% | 4,773 | +11.0% | 0.08% | +8.2% |
MCD | Buy | MCDONALDS CORP | $739,000 | -2.0% | 3,738 | +6.5% | 0.08% | -10.2% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $736,000 | +4.5% | 23,921 | -4.9% | 0.08% | -3.7% |
BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $730,000 | +57.7% | 9,062 | +58.3% | 0.08% | +44.4% |
D | Sell | DOMINION ENERGY INC | $713,000 | +2.0% | 8,612 | -0.1% | 0.08% | -6.1% |
UA | UNDER ARMOUR INCcl c | $711,000 | +5.8% | 37,070 | 0.0% | 0.08% | -2.6% | |
APD | Buy | AIR PRODS & CHEMS INC | $705,000 | +7.3% | 3,000 | +1.3% | 0.08% | -1.3% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $698,000 | +11.5% | 7,611 | -2.2% | 0.08% | +2.7% |
SPGI | Sell | S&P GLOBAL INC | $688,000 | +3.9% | 2,521 | -6.6% | 0.07% | -3.9% |
ISRG | Sell | INTUITIVE SURGICAL INC | $689,000 | +7.8% | 1,165 | -1.6% | 0.07% | -1.3% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $677,000 | +6.6% | 1,803 | +0.2% | 0.07% | -1.4% |
HFWA | Buy | HERITAGE FINL CORP WASH | $666,000 | +4.9% | 23,547 | +0.0% | 0.07% | -2.7% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $661,000 | +7.0% | 7,515 | +6.0% | 0.07% | -1.4% |
IGIB | Sell | ISHARES TRintrm tr crp etf | $656,000 | -3.5% | 11,312 | -3.7% | 0.07% | -11.4% |
NEE | Buy | NEXTERA ENERGY INC | $653,000 | +35.8% | 2,695 | +30.5% | 0.07% | +25.0% |
CVS | Buy | CVS HEALTH CORP | $641,000 | +24.0% | 8,632 | +5.3% | 0.07% | +15.0% |
CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $638,000 | +2.1% | 11,495 | -3.6% | 0.07% | -5.5% |
CI | Buy | CIGNA CORP NEW | $637,000 | +37.9% | 3,116 | +2.4% | 0.07% | +25.9% |
ALL | Sell | ALLSTATE CORP | $629,000 | -0.5% | 5,594 | -3.8% | 0.07% | -8.1% |
SFIX | Buy | STITCH FIX INC | $625,000 | +35.9% | 24,365 | +1.9% | 0.07% | +24.1% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $624,000 | -6.2% | 1,922 | -15.9% | 0.07% | -14.1% |
NEM | Sell | NEWMONT GOLDCORP CORPORATION | $601,000 | +13.2% | 13,824 | -1.2% | 0.06% | +4.8% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $601,000 | +85.5% | 13,103 | +17.1% | 0.06% | +71.1% |
QCOM | Sell | QUALCOMM INC | $600,000 | +4.2% | 6,797 | -10.0% | 0.06% | -4.5% |
TXN | Sell | TEXAS INSTRS INC | $579,000 | -3.8% | 4,514 | -3.1% | 0.06% | -11.4% |
PYPL | Buy | PAYPAL HLDGS INC | $578,000 | +8.0% | 5,341 | +3.5% | 0.06% | 0.0% |
ITW | Sell | ILLINOIS TOOL WKS INC | $549,000 | +7.4% | 3,054 | -6.4% | 0.06% | -1.7% |
AXP | Sell | AMERICAN EXPRESS CO | $551,000 | -2.3% | 4,424 | -7.2% | 0.06% | -10.6% |
TFC | New | TRUIST FINL CORP | $536,000 | – | 9,526 | +100.0% | 0.06% | – |
DVY | Sell | ISHARES TRselect divid etf | $541,000 | -2.2% | 5,122 | -5.5% | 0.06% | -10.8% |
FTEC | Buy | FIDELITY COVINGTON TRmsci info tech i | $532,000 | +122.6% | 7,340 | +96.0% | 0.06% | +103.6% |
PGX | Buy | INVESCO EXCHNG TRADED FD TRpfd etf | $512,000 | +9.9% | 34,113 | +9.9% | 0.06% | +1.9% |
ULTA | Sell | ULTA BEAUTY INC | $499,000 | +0.8% | 1,970 | -0.2% | 0.05% | -6.9% |
BGNE | Sell | BEIGENE LTDsponsored adr | $502,000 | +24.3% | 3,027 | -8.3% | 0.05% | +14.9% |
WMT | Sell | WALMART INC | $503,000 | -1.8% | 4,230 | -1.9% | 0.05% | -10.0% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $501,000 | +46.1% | 2,361 | +14.9% | 0.05% | +35.0% |
Z | Sell | ZILLOW GROUP INCcl c cap stk | $498,000 | +26.1% | 10,837 | -18.2% | 0.05% | +15.2% |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $498,000 | +0.8% | 8,788 | +0.9% | 0.05% | -8.6% |
UAA | Buy | UNDER ARMOUR INCcl a | $483,000 | +15.0% | 22,374 | +6.2% | 0.05% | +6.1% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $483,000 | +28.5% | 2,520 | +12.2% | 0.05% | +18.2% |
RSG | Sell | REPUBLIC SVCS INC | $468,000 | +1.7% | 5,217 | -1.9% | 0.05% | -7.4% |
NEWR | NEW RELIC INC | $467,000 | +6.9% | 7,112 | 0.0% | 0.05% | -2.0% | |
ESRT | Buy | EMPIRE ST RLTY TR INCcl a | $463,000 | -1.5% | 33,171 | +0.8% | 0.05% | -9.1% |
MU | Buy | MICRON TECHNOLOGY INC | $461,000 | +34.0% | 8,571 | +6.7% | 0.05% | +25.0% |
COP | Buy | CONOCOPHILLIPS | $467,000 | +30.1% | 7,184 | +14.1% | 0.05% | +19.0% |
SYK | Sell | STRYKER CORP | $459,000 | -8.0% | 2,187 | -5.1% | 0.05% | -15.5% |
TRV | Buy | TRAVELERS COMPANIES INC | $457,000 | +41.9% | 3,335 | +53.8% | 0.05% | +28.9% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $444,000 | +12.4% | 16,207 | +3.0% | 0.05% | +4.3% |
MOH | Buy | MOLINA HEALTHCARE INC | $451,000 | +23.9% | 3,327 | +0.2% | 0.05% | +11.6% |
HON | Buy | HONEYWELL INTL INC | $437,000 | +17.2% | 2,467 | +11.9% | 0.05% | +6.8% |
AMT | Sell | AMERICAN TOWER CORP NEW | $426,000 | -0.2% | 1,854 | -3.9% | 0.05% | -8.0% |
WBS | Sell | WEBSTER FINL CORP CONN | $425,000 | -41.0% | 7,964 | -48.2% | 0.05% | -45.2% |
EFX | Sell | EQUIFAX INC | $419,000 | -0.9% | 2,991 | -0.6% | 0.04% | -8.2% |
CMF | ISHARES TRcalif mun bd etf | $420,000 | 0.0% | 6,860 | 0.0% | 0.04% | -8.2% | |
PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $408,000 | +12.4% | 2,985 | +4.4% | 0.04% | +4.8% |
NLOK | New | NORTONLIFELOCK INC | $405,000 | – | 15,860 | +100.0% | 0.04% | – |
IJS | Buy | ISHARES TRsp smcp600vl etf | $401,000 | +9.3% | 2,495 | +2.2% | 0.04% | 0.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $402,000 | +8.1% | 6,825 | +1.5% | 0.04% | 0.0% |
EBAY | Sell | EBAY INC | $399,000 | -10.1% | 11,060 | -2.9% | 0.04% | -17.3% |
PSX | Buy | PHILLIPS 66 | $389,000 | +27.5% | 3,495 | +17.2% | 0.04% | +16.7% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $382,000 | +4.7% | 13,556 | +6.1% | 0.04% | -4.7% |
PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $384,000 | +8.2% | 30,000 | 0.0% | 0.04% | 0.0% | |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $384,000 | +4.9% | 7,188 | +5.8% | 0.04% | -4.7% |
MMC | Buy | MARSH & MCLENNAN COS INC | $368,000 | +44.9% | 3,299 | +30.2% | 0.04% | +33.3% |
GLD | Sell | SPDR GOLD TRUST | $369,000 | -4.7% | 2,584 | -7.4% | 0.04% | -11.1% |
C | Sell | CITIGROUP INC | $361,000 | +3.4% | 4,522 | -10.4% | 0.04% | -4.9% |
BRC | Buy | BRADY CORPcl a | $363,000 | +8.0% | 6,348 | +0.4% | 0.04% | 0.0% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $364,000 | +6.7% | 2,134 | +0.2% | 0.04% | -2.5% |
ZG | New | ZILLOW GROUP INCcl a | $367,000 | – | 8,021 | +100.0% | 0.04% | – |
RNST | RENASANT CORP | $351,000 | +1.2% | 9,900 | 0.0% | 0.04% | -7.3% | |
DD | Buy | DUPONT DE NEMOURS INC | $357,000 | -9.4% | 5,563 | +0.6% | 0.04% | -17.4% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $358,000 | -9.1% | 1,884 | -1.0% | 0.04% | -17.4% |
WLTW | Buy | WILLIS TOWERS WATSON PUB LTD | $355,000 | +5.0% | 1,756 | +0.3% | 0.04% | -2.6% |
CAT | Buy | CATERPILLAR INC DEL | $350,000 | +37.8% | 2,367 | +17.6% | 0.04% | +26.7% |
LYFT | Buy | LYFT INC | $350,000 | +41.1% | 8,130 | +33.6% | 0.04% | +31.0% |
EMR | Buy | EMERSON ELEC CO | $344,000 | +72.0% | 4,505 | +50.4% | 0.04% | +60.9% |
DOMO | Sell | DOMO INC | $349,000 | +2.3% | 16,058 | -24.9% | 0.04% | -7.5% |
MOAT | Buy | VANECK VECTORS ETF TRUSTmorningstar wide | $348,000 | +50.6% | 6,346 | +38.0% | 0.04% | +37.0% |
BLK | Buy | BLACKROCK INC | $345,000 | +65.9% | 685 | +46.7% | 0.04% | +54.2% |
AMAT | Buy | APPLIED MATLS INC | $346,000 | +56.6% | 5,676 | +28.4% | 0.04% | +42.3% |
MDT | Buy | MEDTRONIC PLC | $331,000 | +10.7% | 2,919 | +6.1% | 0.04% | +2.9% |
IMCB | ISHARES TRmrgstr md cp etf | $331,000 | +6.1% | 1,579 | 0.0% | 0.04% | 0.0% | |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $334,000 | +12.1% | 2,635 | +4.3% | 0.04% | +2.9% |
VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $332,000 | +18.1% | 5,956 | +9.4% | 0.04% | +9.1% |
COLB | Buy | COLUMBIA BKG SYS INC | $339,000 | +10.4% | 8,320 | +0.0% | 0.04% | 0.0% |
VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $330,000 | +0.3% | 6,172 | +0.7% | 0.04% | -7.9% |
ECL | Buy | ECOLAB INC | $326,000 | +32.0% | 1,691 | +35.5% | 0.04% | +20.7% |
KMB | Buy | KIMBERLY CLARK CORP | $324,000 | -2.4% | 2,353 | +0.8% | 0.04% | -10.3% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $312,000 | -21.6% | 2,484 | -24.7% | 0.03% | -26.1% |
BMO | Sell | BANK MONTREAL QUE | $314,000 | +4.7% | 4,047 | -0.4% | 0.03% | -2.9% |
DLN | Sell | WISDOMTREE TRus largecap divd | $320,000 | -7.8% | 3,021 | -13.8% | 0.03% | -17.1% |
WAFD | Buy | WASHINGTON FED INC | $312,000 | +16.0% | 8,513 | +17.0% | 0.03% | +9.7% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $321,000 | +36.0% | 5,833 | +36.5% | 0.03% | +21.4% |
BK | New | BANK NEW YORK MELLON CORP | $312,000 | – | 6,192 | +100.0% | 0.03% | – |
BDX | Buy | BECTON DICKINSON & CO | $314,000 | +9.0% | 1,153 | +1.4% | 0.03% | 0.0% |
WPP | WPP PLC NEWadr | $314,000 | +12.1% | 4,473 | 0.0% | 0.03% | +3.0% | |
LQD | New | ISHARES TRiboxx inv cp etf | $315,000 | – | 2,459 | +100.0% | 0.03% | – |
NVS | Buy | NOVARTIS A Gsponsored adr | $317,000 | +21.0% | 3,343 | +10.7% | 0.03% | +9.7% |
ERUS | Buy | ISHARES INCmsci russia etf | $311,000 | +38.2% | 7,291 | +25.9% | 0.03% | +26.9% |
OMER | Buy | OMEROS CORP | $307,000 | +42.1% | 21,813 | +65.3% | 0.03% | +32.0% |
DOW | Buy | DOW INC | $307,000 | +17.2% | 5,601 | +1.8% | 0.03% | +6.5% |
IEUR | Buy | ISHARES TRcore msci euro | $306,000 | +13.3% | 6,136 | +3.9% | 0.03% | +3.1% |
QDF | Buy | FLEXSHARES TRqualt divd idx | $297,000 | +8.0% | 6,134 | +1.3% | 0.03% | 0.0% |
DXCM | Sell | DEXCOM INC | $301,000 | +45.4% | 1,377 | -0.6% | 0.03% | +33.3% |
VLRS | Sell | CONTROLADORA VUELA CIA DE AVspon adr rp 10 | $302,000 | -69.8% | 29,000 | -71.0% | 0.03% | -72.6% |
TDG | TRANSDIGM GROUP INC | $300,000 | +7.5% | 536 | 0.0% | 0.03% | -3.0% | |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $295,000 | +28.8% | 3,619 | +22.6% | 0.03% | +18.5% |
SIRI | Buy | SIRIUS XM HLDGS INC | $295,000 | +25.5% | 41,316 | +10.1% | 0.03% | +18.5% |
SUSA | Buy | ISHARES TRmsci usa esg slc | $284,000 | +27.4% | 2,119 | +17.7% | 0.03% | +19.2% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $285,000 | -5.6% | 4,828 | -0.9% | 0.03% | -11.4% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $289,000 | -3.3% | 4,591 | +1.7% | 0.03% | -11.4% |
IEMG | Sell | ISHARES INCcore msci emkt | $286,000 | -10.3% | 5,322 | -18.3% | 0.03% | -16.2% |
AKAM | Sell | AKAMAI TECHNOLOGIES INC | $293,000 | -7.9% | 3,396 | -2.4% | 0.03% | -16.2% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $284,000 | -17.9% | 2,430 | -15.8% | 0.03% | -22.5% |
UN | Buy | UNILEVER N V | $275,000 | -3.8% | 4,778 | +0.2% | 0.03% | -9.1% |
MS | New | MORGAN STANLEY | $275,000 | – | 5,373 | +100.0% | 0.03% | – |
HDV | Buy | ISHARES TRcore high dv etf | $283,000 | +11.9% | 2,883 | +7.5% | 0.03% | 0.0% |
SWIR | SIERRA WIRELESS INC | $281,000 | -10.5% | 29,373 | 0.0% | 0.03% | -18.9% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $276,000 | +19.0% | 1,201 | +7.1% | 0.03% | +11.1% |
TJX | Buy | TJX COS INC NEW | $278,000 | +19.3% | 4,546 | +8.9% | 0.03% | +11.1% |
BKNG | Buy | BOOKING HLDGS INC | $277,000 | +12.1% | 135 | +7.1% | 0.03% | +3.4% |
PSA | Buy | PUBLIC STORAGE | $270,000 | -9.7% | 1,268 | +4.1% | 0.03% | -17.1% |
KR | New | KROGER CO | $269,000 | – | 9,273 | +100.0% | 0.03% | – |
VLO | New | VALERO ENERGY CORP NEW | $271,000 | – | 2,899 | +100.0% | 0.03% | – |
ZTS | Sell | ZOETIS INCcl a | $270,000 | +4.2% | 2,043 | -1.7% | 0.03% | -3.3% |
TWLO | Sell | TWILIO INCcl a | $272,000 | -13.1% | 2,769 | -2.8% | 0.03% | -21.6% |
ZBH | New | ZIMMER BIOMET HLDGS INC | $266,000 | – | 1,778 | +100.0% | 0.03% | – |
DE | Sell | DEERE & CO | $263,000 | -1.5% | 1,519 | -4.0% | 0.03% | -9.7% |
IHI | New | ISHARES TRu.s. med dvc etf | $263,000 | – | 996 | +100.0% | 0.03% | – |
GILD | Buy | GILEAD SCIENCES INC | $259,000 | +13.6% | 3,991 | +10.9% | 0.03% | +3.7% |
BEN | New | FRANKLIN RES INC | $260,000 | – | 10,014 | +100.0% | 0.03% | – |
EXPE | Buy | EXPEDIA GROUP INC | $257,000 | -15.2% | 2,380 | +5.5% | 0.03% | -20.0% |
IJK | New | ISHARES TRs&p mc 400gr etf | $263,000 | – | 1,106 | +100.0% | 0.03% | – |
AVGO | Sell | BROADCOM INC | $249,000 | +2.5% | 789 | -10.2% | 0.03% | -3.6% |
COF | Buy | CAPITAL ONE FINL CORP | $251,000 | +13.1% | 2,441 | +0.2% | 0.03% | +3.8% |
GLW | Buy | CORNING INC | $248,000 | +6.0% | 8,529 | +4.0% | 0.03% | 0.0% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $251,000 | +2.4% | 1,078 | -3.2% | 0.03% | -6.9% |
FDX | Buy | FEDEX CORP | $247,000 | +8.3% | 1,635 | +4.4% | 0.03% | 0.0% |
IEFA | Sell | ISHARES TRcore msci eafe | $253,000 | -26.5% | 3,876 | -31.2% | 0.03% | -32.5% |
MCO | Sell | MOODYS CORP | $252,000 | +8.6% | 1,063 | -6.1% | 0.03% | 0.0% |
SGEN | New | SEATTLE GENETICS INC | $255,000 | – | 2,233 | +100.0% | 0.03% | – |
DEO | Buy | DIAGEO P L Cspon adr new | $243,000 | +5.2% | 1,444 | +2.1% | 0.03% | -3.7% |
SNCR | Sell | SYNCHRONOSS TECHNOLOGIES INC | $238,000 | -68.5% | 50,000 | -64.3% | 0.03% | -70.5% |
PNC | Sell | PNC FINL SVCS GROUP INC | $239,000 | +12.7% | 1,497 | -0.9% | 0.03% | +4.0% |
OGE | Sell | OGE ENERGY CORP | $245,000 | -2.4% | 5,516 | -0.5% | 0.03% | -10.3% |
LRCX | New | LAM RESEARCH CORP | $246,000 | – | 842 | +100.0% | 0.03% | – |
EQIX | Sell | EQUINIX INC | $244,000 | +0.8% | 417 | -0.7% | 0.03% | -7.1% |
DFS | Buy | DISCOVER FINL SVCS | $240,000 | +12.7% | 2,826 | +7.5% | 0.03% | +4.0% |
A | Buy | AGILENT TECHNOLOGIES INC | $234,000 | +11.4% | 2,744 | +0.0% | 0.02% | 0.0% |
BAX | Buy | BAXTER INTL INC | $232,000 | -3.3% | 2,770 | +0.9% | 0.02% | -10.7% |
CENTA | CENTRAL GARDEN & PET COcl a non-vtg | $233,000 | +5.9% | 7,920 | 0.0% | 0.02% | -3.8% | |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $236,000 | -6.0% | 2,320 | -16.7% | 0.02% | -13.8% |
VTHR | Buy | VANGUARD SCOTTSDALE FDSvng rus3000idx | $237,000 | +9.2% | 1,617 | +0.9% | 0.02% | 0.0% |
SYY | SYSCO CORP | $226,000 | +7.6% | 2,639 | 0.0% | 0.02% | -4.0% | |
RWT | Sell | REDWOOD TR INC | $225,000 | 0.0% | 13,586 | -1.1% | 0.02% | -7.7% |
IAC | New | IAC INTERACTIVECORP | $216,000 | – | 867 | +100.0% | 0.02% | – |
ES | Buy | EVERSOURCE ENERGY | $213,000 | +1.9% | 2,501 | +2.5% | 0.02% | -4.2% |
EIX | Buy | EDISON INTL | $214,000 | 0.0% | 2,837 | +0.0% | 0.02% | -8.0% |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $210,000 | – | 1,409 | +100.0% | 0.02% | – |
DGX | QUEST DIAGNOSTICS INC | $209,000 | 0.0% | 1,954 | 0.0% | 0.02% | -8.3% | |
VGT | New | VANGUARD WORLD FDSinf tech etf | $205,000 | – | 839 | +100.0% | 0.02% | – |
IJT | New | ISHARES TRs&p sml 600 gwt | $204,000 | – | 1,057 | +100.0% | 0.02% | – |
DAL | New | DELTA AIR LINES INC DEL | $201,000 | – | 3,431 | +100.0% | 0.02% | – |
CMA | New | COMERICA INC | $206,000 | – | 2,873 | +100.0% | 0.02% | – |
HYT | BLACKROCK CORPOR HI YLD FD I | $200,000 | +4.2% | 17,890 | 0.0% | 0.02% | -4.5% | |
POPE | New | POPE RESOURCES A DELAWARE LPdepositry rcpt | $200,000 | – | 2,164 | +100.0% | 0.02% | – |
TTMI | Buy | TTM TECHNOLOGIES INC | $199,000 | +24.4% | 13,247 | +1.1% | 0.02% | +10.5% |
ET | New | ENERGY TRANSFER LP | $148,000 | – | 11,543 | +100.0% | 0.02% | – |
AMLP | New | ALPS ETF TRalerian mlp | $125,000 | – | 14,658 | +100.0% | 0.01% | – |
F | Buy | FORD MTR CO DEL | $110,000 | +12.2% | 11,784 | +10.2% | 0.01% | +9.1% |
MTNB | MATINAS BIOPHARMA HLDGS INC | $114,000 | +256.2% | 50,000 | 0.0% | 0.01% | +200.0% | |
AMPE | Buy | AMPIO PHARMACEUTICALS INC | $91,000 | +82.0% | 156,010 | +55.1% | 0.01% | +66.7% |
ECOR | Sell | ELECTROCORE INC | $72,000 | -37.4% | 45,471 | -13.1% | 0.01% | -38.5% |
KGC | KINROSS GOLD CORP | $53,000 | +1.9% | 11,286 | 0.0% | 0.01% | 0.0% | |
KODK | Sell | EASTMAN KODAK CO | $47,000 | +2.2% | 10,000 | -42.9% | 0.01% | 0.0% |
RIGL | RIGEL PHARMACEUTICALS INC | $39,000 | +14.7% | 18,000 | 0.0% | 0.00% | 0.0% | |
GSAT | Buy | GLOBALSTAR INC | $19,000 | +72.7% | 37,500 | +36.4% | 0.00% | +100.0% |
VBIV | VBI VACCINES INC | $14,000 | +180.0% | 10,000 | 0.0% | 0.00% | +100.0% | |
SPY | SPDR S&P 500 ETF TRcall | $0 | – | 110,000 | 0.0% | 0.00% | – | |
KERN | Exit | AKERNA CORP | $0 | – | -16,000 | -100.0% | -0.01% | – |
RFP | Exit | RESOLUTE FST PRODS INC | $0 | – | -23,333 | -100.0% | -0.01% | – |
HPQ | Exit | HP INC | $0 | – | -10,397 | -100.0% | -0.02% | – |
SHV | Exit | ISHARES TRshort treas bd | $0 | – | -1,912 | -100.0% | -0.02% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -3,724 | -100.0% | -0.03% | – |
YUM | Exit | YUM BRANDS INC | $0 | – | -1,944 | -100.0% | -0.03% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -10,638 | -100.0% | -0.03% | – |
EFV | Exit | ISHARES TReafe value etf | $0 | – | -5,067 | -100.0% | -0.03% | – |
SYMC | Exit | SYMANTEC CORP | $0 | – | -15,897 | -100.0% | -0.04% | – |
VSTM | Exit | VERASTEM INC | $0 | – | -314,333 | -100.0% | -0.04% | – |
BBT | Exit | BB&T CORP | $0 | – | -7,609 | -100.0% | -0.05% | – |
TMCX | Exit | TRINITY MERGER CORP | $0 | – | -40,250 | -100.0% | -0.05% | – |
CELG | Exit | CELGENE CORP | $0 | – | -5,391 | -100.0% | -0.06% | – |
SQ | Exit | SQUARE INCcl a | $0 | – | -8,778 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 42 | Q3 2023 | 11.3% |
ISHARES TR | 42 | Q3 2023 | 9.9% |
ISHARES TR | 42 | Q3 2023 | 11.7% |
ISHARES TR | 42 | Q3 2023 | 8.3% |
ISHARES TR | 42 | Q3 2023 | 5.3% |
ISHARES TR | 42 | Q3 2023 | 4.8% |
ISHARES TR | 42 | Q3 2023 | 3.1% |
ISHARES TR | 42 | Q3 2023 | 3.3% |
ISHARES TR | 42 | Q3 2023 | 2.7% |
ISHARES TR | 42 | Q3 2023 | 3.3% |
View BRIGHTON JONES LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-05 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-03 |
13F-HR | 2021-11-04 |
View BRIGHTON JONES 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.