$51.7 Million is the total value of J.W. COLE ADVISORS, INC.'s 101 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 83.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $5,683,000 | -26.5% | 60,830 | -7.9% | 10.98% | +1027.6% |
| AAPL | Sell | APPLE INC | $3,373,000 | -86.8% | 13,266 | -84.8% | 6.52% | +102.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,860,000 | -88.6% | 11,069 | -85.8% | 5.53% | +74.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,716,000 | -94.4% | 6,659 | -93.0% | 3.32% | -14.6% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $1,457,000 | -25.1% | 11,997 | -32.0% | 2.82% | +1049.4% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,408,000 | -58.7% | 28,350 | -58.1% | 2.72% | +532.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,367,000 | -34.8% | 10,003 | -18.7% | 2.64% | +900.8% |
| GILD | Sell | GILEAD SCIENCES INC | $1,115,000 | -47.0% | 14,910 | -54.0% | 2.16% | +713.2% |
| PPG | Sell | PPG INDS INC | $1,043,000 | -45.7% | 12,477 | -13.2% | 2.02% | +733.1% |
| UNP | Sell | UNION PAC CORP | $1,008,000 | -35.3% | 7,150 | -17.0% | 1.95% | +893.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $939,000 | -84.7% | 9,086 | -81.6% | 1.82% | +133.9% |
| ICSH | Sell | ISHARES TRultr sh trm bd | $807,000 | -51.8% | 16,158 | -51.5% | 1.56% | +639.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $720,000 | -51.6% | 9,039 | -43.6% | 1.39% | +639.9% |
| GLD | Sell | SPDR GOLD TRUST | $666,000 | -78.9% | 4,497 | -79.6% | 1.29% | +224.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $655,000 | -85.4% | 7,270 | -77.4% | 1.27% | +123.7% |
| EVRG | Sell | EVERGY INC | $649,000 | -20.9% | 11,793 | -6.4% | 1.25% | +1117.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $640,000 | -91.8% | 5,589 | -88.1% | 1.24% | +26.1% |
| PG | Sell | PROCTER & GAMBLE CO | $632,000 | -85.9% | 5,743 | -84.0% | 1.22% | +116.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $628,000 | -95.3% | 3,298 | -94.8% | 1.21% | -28.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $622,000 | -79.2% | 4,126 | -75.8% | 1.20% | +218.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $592,000 | -93.2% | 7,360 | -92.3% | 1.14% | +4.1% |
| CVX | Sell | CHEVRON CORP NEW | $576,000 | -89.3% | 7,944 | -82.3% | 1.11% | +63.4% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $566,000 | -72.0% | 6,000 | -55.6% | 1.09% | +329.0% |
| NEE | Sell | NEXTERA ENERGY INC | $566,000 | -81.3% | 2,352 | -81.1% | 1.09% | +187.1% |
| MKC | Sell | MCCORMICK & CO INC | $565,000 | -18.2% | 4,000 | -1.7% | 1.09% | +1155.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $563,000 | -45.0% | 1,984 | -37.0% | 1.09% | +743.4% |
| XOM | Sell | EXXON MOBIL CORP | $557,000 | -91.3% | 14,668 | -84.1% | 1.08% | +32.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $548,000 | -92.6% | 3,000 | -90.8% | 1.06% | +13.5% |
| TFC | Sell | TRUIST FINL CORP | $520,000 | -72.9% | 16,860 | -50.6% | 1.00% | +315.3% |
| SO | Sell | SOUTHERN CO | $491,000 | -76.2% | 9,071 | -72.0% | 0.95% | +265.0% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $487,000 | -51.3% | 12,847 | -39.6% | 0.94% | +646.8% |
| EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $486,000 | -81.9% | 15,414 | -79.7% | 0.94% | +177.0% |
| ESS | Sell | ESSEX PPTY TR INC | $475,000 | -31.1% | 2,155 | -5.9% | 0.92% | +955.2% |
| ABBV | Sell | ABBVIE INC | $466,000 | -79.6% | 6,122 | -76.2% | 0.90% | +213.9% |
| HON | Sell | HONEYWELL INTL INC | $459,000 | -72.5% | 3,433 | -63.6% | 0.89% | +322.4% |
| DNP | Sell | DNP SELECT INCOME FD | $450,000 | -94.9% | 45,944 | -93.3% | 0.87% | -21.1% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $444,000 | -88.3% | 5,095 | -87.8% | 0.86% | +78.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $441,000 | -88.1% | 3,350 | -83.9% | 0.85% | +82.8% |
| D | Sell | DOMINION ENERGY INC | $439,000 | -82.5% | 6,079 | -79.9% | 0.85% | +168.4% |
| EFG | Sell | ISHARES TReafe grwth etf | $426,000 | -59.7% | 5,990 | -51.0% | 0.82% | +518.8% |
| ECL | Sell | ECOLAB INC | $390,000 | -38.3% | 2,500 | -23.6% | 0.75% | +842.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $384,000 | -76.1% | 11,255 | -68.6% | 0.74% | +265.5% |
| FB | Sell | FACEBOOK INCcl a | $384,000 | -90.0% | 2,304 | -87.7% | 0.74% | +52.7% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $379,000 | -85.2% | 3,860 | -81.1% | 0.73% | +125.9% |
| PCAR | Sell | PACCAR INC | $367,000 | -57.3% | 6,000 | -44.8% | 0.71% | +556.5% |
| PTMC | Sell | PACER FDS TRtrendp us mid cp | $367,000 | -42.8% | 12,963 | -37.9% | 0.71% | +775.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $363,000 | -95.5% | 6,758 | -94.8% | 0.70% | -30.4% |
| MTUM | Sell | ISHARES TRusa momentum fct | $319,000 | -84.7% | 2,995 | -81.9% | 0.62% | +135.1% |
| AGN | Sell | ALLERGAN PLC | $312,000 | -43.8% | 1,764 | -39.2% | 0.60% | +761.4% |
| RY | Sell | ROYAL BK CDA | $304,000 | -42.2% | 4,944 | -25.5% | 0.59% | +789.4% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $303,000 | -43.7% | 1,000 | -36.0% | 0.59% | +761.8% |
| MRK | Sell | MERCK & CO. INC | $295,000 | -90.2% | 3,840 | -88.5% | 0.57% | +49.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $285,000 | -77.3% | 1,000 | -76.6% | 0.55% | +246.5% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $280,000 | -88.8% | 5,549 | -88.9% | 0.54% | +71.2% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $274,000 | -81.1% | 3,426 | -77.7% | 0.53% | +189.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $270,000 | -85.7% | 232 | -83.6% | 0.52% | +118.4% |
| FLO | Sell | FLOWERS FOODS INC | $266,000 | -9.2% | 12,960 | -3.7% | 0.51% | +1289.2% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $261,000 | -85.1% | 2,820 | -79.6% | 0.50% | +128.1% |
| JAGG | Sell | J P MORGAN EXCHANGE-TRADED Fus aggregate | $257,000 | -39.1% | 9,500 | -40.2% | 0.50% | +837.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $252,000 | -94.8% | 1,955 | -93.4% | 0.49% | -20.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $247,000 | -77.6% | 2,785 | -65.4% | 0.48% | +243.2% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $245,000 | -86.7% | 1,779 | -81.3% | 0.47% | +103.9% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $245,000 | -85.0% | 1,835 | -85.9% | 0.47% | +129.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $245,000 | -94.8% | 2,765 | -94.0% | 0.47% | -20.2% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $244,000 | -71.9% | 8,143 | -65.6% | 0.47% | +333.0% |
| FSK | Sell | FS KKR CAPITAL CORP | $243,000 | -89.6% | 81,010 | -78.7% | 0.47% | +59.9% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $240,000 | -35.7% | 1,740 | -24.3% | 0.46% | +887.2% |
| FAST | Sell | FASTENAL CO | $236,000 | -67.6% | 7,560 | -61.7% | 0.46% | +395.7% |
| CRM | Sell | SALESFORCE COM INC | $234,000 | -68.1% | 1,626 | -64.0% | 0.45% | +386.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $232,000 | -95.0% | 4,262 | -94.2% | 0.45% | -22.6% |
| VAW | Sell | VANGUARD WORLD FDSmaterials etf | $230,000 | -94.2% | 2,392 | -91.9% | 0.44% | -10.8% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $229,000 | -88.3% | 3,234 | -84.5% | 0.44% | +80.1% |
| NJR | Sell | NEW JERSEY RES | $226,000 | -45.9% | 6,662 | -29.0% | 0.44% | +724.5% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $222,000 | -38.3% | 2,344 | -19.6% | 0.43% | +853.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $219,000 | -88.1% | 3,000 | -86.2% | 0.42% | +81.5% |
| TIP | Sell | ISHARES TRtips bd etf | $216,000 | -95.3% | 1,834 | -95.3% | 0.42% | -27.9% |
| MSFT | Sell | MICROSOFT CORP | $214,000 | -97.2% | 1,356 | -97.2% | 0.41% | -57.7% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $214,000 | -28.4% | 2,100 | -9.5% | 0.41% | +989.5% |
| TSLA | Sell | TESLA INC | $210,000 | -56.2% | 400 | -65.1% | 0.41% | +565.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $208,000 | -86.4% | 6,053 | -82.3% | 0.40% | +107.2% |
| NFLX | Sell | NETFLIX INC | $207,000 | -87.3% | 550 | -89.1% | 0.40% | +95.1% |
| T | Sell | AT&T INC | $203,000 | -98.0% | 6,963 | -97.3% | 0.39% | -69.3% |
| BX | Sell | BLACKSTONE GROUP INC | $201,000 | -86.1% | 4,421 | -82.9% | 0.39% | +112.0% |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $200,000 | -65.0% | 7,980 | -65.0% | 0.39% | +437.5% |
| HD | Sell | HOME DEPOT INC | $200,000 | -93.3% | 1,073 | -92.2% | 0.39% | +2.7% |
| ADX | Sell | ADAMS DIVERSIFIED EQUITY FD | $194,000 | -26.0% | 15,431 | -7.3% | 0.38% | +1036.4% |
| AFIN | Sell | AMERICAN FIN TR INC | $129,000 | -92.6% | 20,594 | -84.3% | 0.25% | +13.7% |
| ERH | Sell | WELLS FARGO UTILITIES AND HIwf utilities inc | $110,000 | -69.6% | 10,075 | -61.1% | 0.21% | +363.0% |
| ABR | Sell | ARBOR RLTY TR INC | $78,000 | -74.1% | 16,003 | -23.7% | 0.15% | +297.4% |
| SIRI | Sell | SIRIUS XM HLDGS INC | $51,000 | -75.2% | 10,273 | -64.4% | 0.10% | +280.8% |
| CLNE | Sell | CLEAN ENERGY FUELS CORP | $23,000 | -47.7% | 13,000 | -31.1% | 0.04% | +633.3% |
| CHK | Sell | CHESAPEAKE ENERGY CORP | $2,000 | -93.1% | 13,934 | -60.4% | 0.00% | 0.0% |
| FGPRQ | Exit | FERRELLGAS PARTNERS L.P.unit ltd part | $0 | – | -104,026 | -100.0% | -0.00% | – |
| GNW | Exit | GENWORTH FINL INC | $0 | – | -12,480 | -100.0% | -0.01% | – |
| FAX | Exit | ABERDEEN ASIA PACIFIC INCOM | $0 | – | -17,732 | -100.0% | -0.01% | – |
| GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -26,593 | -100.0% | -0.02% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -10,207 | -100.0% | -0.02% | – |
| ZTR | Exit | VIRTUS TOTAL RETURN FUND INC | $0 | – | -11,847 | -100.0% | -0.02% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -10,140 | -100.0% | -0.02% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -13,033 | -100.0% | -0.02% | – |
| TWO | Exit | TWO HBRS INVT CORP | $0 | – | -10,696 | -100.0% | -0.02% | – |
| AMX | Exit | AMERICA MOVIL SAB DE CV | $0 | – | -10,457 | -100.0% | -0.02% | – |
| VER | Exit | VEREIT INC | $0 | – | -19,115 | -100.0% | -0.02% | – |
| BHK | Exit | BLACKROCK CORE BD TR | $0 | – | -12,395 | -100.0% | -0.02% | – |
| CNXM | Exit | CNX MIDSTREAM PARTNERS LP | $0 | – | -11,756 | -100.0% | -0.02% | – |
| PHB | Exit | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $0 | – | -10,015 | -100.0% | -0.02% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -12,116 | -100.0% | -0.02% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -4,512 | -100.0% | -0.02% | – |
| QQH | Exit | NORTHERN LIGHTS FUND TRUST Ihcm defnd 100 | $0 | – | -7,014 | -100.0% | -0.03% | – |
| ADC | Exit | AGREE REALTY CORP | $0 | – | -2,959 | -100.0% | -0.03% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -5,479 | -100.0% | -0.03% | – |
| BOH | Exit | BANK HAWAII CORP | $0 | – | -2,132 | -100.0% | -0.03% | – |
| PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -15,891 | -100.0% | -0.03% | – |
| ANGL | Exit | VANECK VECTORS ETF TRUSTfallen angel hg | $0 | – | -6,970 | -100.0% | -0.03% | – |
| CSM | Exit | PROSHARES TRlarge cap cre | $0 | – | -2,727 | -100.0% | -0.03% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -1,018 | -100.0% | -0.03% | – |
| CUZ | Exit | COUSINS PPTYS INC | $0 | – | -5,240 | -100.0% | -0.03% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -12,484 | -100.0% | -0.03% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -1,717 | -100.0% | -0.03% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -2,073 | -100.0% | -0.03% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -6,911 | -100.0% | -0.03% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -2,166 | -100.0% | -0.03% | – |
| BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -9,321 | -100.0% | -0.03% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -1,457 | -100.0% | -0.03% | – |
| L | Exit | LOEWS CORP | $0 | – | -4,084 | -100.0% | -0.03% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -1,611 | -100.0% | -0.03% | – |
| RYU | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $0 | – | -2,042 | -100.0% | -0.03% | – |
| BUFF | Exit | INNOVATOR ETFS TR IIlunt low vol hig | $0 | – | -5,549 | -100.0% | -0.03% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -912 | -100.0% | -0.03% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -1,793 | -100.0% | -0.03% | – |
| GDXJ | Exit | VANECK VECTORS ETF TRUSTjr gold miners e | $0 | – | -5,058 | -100.0% | -0.03% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -1,335 | -100.0% | -0.03% | – |
| IR | Exit | INGERSOLL-RAND PLC | $0 | – | -1,685 | -100.0% | -0.03% | – |
| PTEU | Exit | PACER FDS TRtrendpilot eur | $0 | – | -8,058 | -100.0% | -0.03% | – |
| CIM | Exit | CHIMERA INVT CORP | $0 | – | -10,901 | -100.0% | -0.03% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -1,122 | -100.0% | -0.03% | – |
| IBDD | Exit | ISHARES TRibonds mar23 etf | $0 | – | -8,320 | -100.0% | -0.03% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,442 | -100.0% | -0.03% | – |
| NFLT | Exit | ETFIS SER TR Ivirtus newfleet | $0 | – | -9,026 | -100.0% | -0.03% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -5,601 | -100.0% | -0.03% | – |
| DFNL | Exit | DAVIS FUNDAMENTAL ETF TRselect finl | $0 | – | -8,900 | -100.0% | -0.03% | – |
| HYEM | Exit | VANECK VECTORS ETF TRUSTemerging mkts hi | $0 | – | -9,684 | -100.0% | -0.03% | – |
| RCL | Exit | ROYAL CARIBBEAN CRUISES LTD | $0 | – | -1,703 | -100.0% | -0.03% | – |
| VTEB | Exit | VANGUARD MUN BD FD INCtax exempt bd | $0 | – | -4,332 | -100.0% | -0.03% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -986 | -100.0% | -0.03% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -3,830 | -100.0% | -0.03% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,717 | -100.0% | -0.03% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -4,665 | -100.0% | -0.03% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -3,847 | -100.0% | -0.03% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -2,135 | -100.0% | -0.03% | – |
| PH | Exit | PARKER HANNIFIN CORP | $0 | – | -1,158 | -100.0% | -0.03% | – |
| BST | Exit | BLACKROCK SCIENCE & TECH TR | $0 | – | -7,136 | -100.0% | -0.03% | – |
| DWM | Exit | WISDOMTREE TRintl equity fd | $0 | – | -4,428 | -100.0% | -0.03% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,367 | -100.0% | -0.03% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -3,901 | -100.0% | -0.03% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,165 | -100.0% | -0.03% | – |
| REGL | Exit | PROSHARES TRs&p mdcp 400 div | $0 | – | -3,901 | -100.0% | -0.03% | – |
| RNST | Exit | RENASANT CORP | $0 | – | -6,929 | -100.0% | -0.03% | – |
| CERN | Exit | CERNER CORP | $0 | – | -3,369 | -100.0% | -0.03% | – |
| LB | Exit | L BRANDS INC | $0 | – | -13,538 | -100.0% | -0.03% | – |
| PULS | Exit | PGIM ETF TRultra short | $0 | – | -4,858 | -100.0% | -0.03% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -1,331 | -100.0% | -0.03% | – |
| SPHB | Exit | INVESCO EXCHNG TRADED FD TRs&p 500 hb etf | $0 | – | -5,205 | -100.0% | -0.03% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -9,780 | -100.0% | -0.03% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -4,876 | -100.0% | -0.03% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -4,938 | -100.0% | -0.03% | – |
| FNCL | Exit | FIDELITY COVINGTON TRmsci finls idx | $0 | – | -5,567 | -100.0% | -0.03% | – |
| PNQI | Exit | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $0 | – | -1,714 | -100.0% | -0.03% | – |
| NNN | Exit | NATIONAL RETAIL PPTYS INC | $0 | – | -4,635 | -100.0% | -0.03% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -1,543 | -100.0% | -0.03% | – |
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| PCEF | Exit | INVESCO EXCHNG TRADED FD TR | $0 | – | -10,941 | -100.0% | -0.03% | – |
| XMLV | Exit | INVESCO EXCHNG TRADED FD TRs&p midcp low | $0 | – | -4,670 | -100.0% | -0.03% | – |
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| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -5,006 | -100.0% | -0.03% | – |
| SPYV | Exit | SPDR SERIES TRUSTprtflo s&p500 vl | $0 | – | -7,284 | -100.0% | -0.03% | – |
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| ALLY | Exit | ALLY FINL INC | $0 | – | -8,770 | -100.0% | -0.03% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -12,655 | -100.0% | -0.03% | – |
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| BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,218 | -100.0% | -0.04% | – |
| REM | Exit | ISHARES TRmortge rel etf | $0 | – | -6,166 | -100.0% | -0.04% | – |
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| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -4,750 | -100.0% | -0.04% | – |
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| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -3,853 | -100.0% | -0.04% | – |
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| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -3,214 | -100.0% | -0.04% | – |
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| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -3,287 | -100.0% | -0.04% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -2,038 | -100.0% | -0.04% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDS INCintl dvd etf | $0 | – | -4,271 | -100.0% | -0.04% | – |
| CSQ | Exit | CALAMOS STRATEGIC TOTL RETN | $0 | – | -22,988 | -100.0% | -0.04% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -8,856 | -100.0% | -0.04% | – |
| LDP | Exit | COHEN & STEERS LTD DUR PFD I | $0 | – | -12,052 | -100.0% | -0.04% | – |
| LIVN | Exit | LIVANOVA PLC | $0 | – | -4,245 | -100.0% | -0.04% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -1,376 | -100.0% | -0.04% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -1,506 | -100.0% | -0.04% | – |
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| SPAB | Exit | SPDR SERIES TRUSTportfolio agrgte | $0 | – | -11,067 | -100.0% | -0.04% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -3,861 | -100.0% | -0.04% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,136 | -100.0% | -0.04% | – |
| LMBS | Exit | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $0 | – | -6,210 | -100.0% | -0.04% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -1,660 | -100.0% | -0.04% | – |
| BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -13,501 | -100.0% | -0.04% | – |
| FV | Exit | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $0 | – | -10,550 | -100.0% | -0.04% | – |
| EWU | Exit | ISHARES TRmsci uk etf new | $0 | – | -10,057 | -100.0% | -0.04% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -2,928 | -100.0% | -0.04% | – |
| PGF | Exit | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | – | -17,999 | -100.0% | -0.04% | – |
| UTG | Exit | REAVES UTIL INCOME FD | $0 | – | -9,304 | -100.0% | -0.04% | – |
| HUM | Exit | HUMANA INC | $0 | – | -923 | -100.0% | -0.04% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -3,096 | -100.0% | -0.04% | – |
| PSL | Exit | INVESCO EXCHANGE TRADED FD Tdwa staples | $0 | – | -4,564 | -100.0% | -0.04% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -11,223 | -100.0% | -0.04% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -2,321 | -100.0% | -0.04% | – |
| FMAT | Exit | FIDELITY COVINGTON TRmsci matls index | $0 | – | -10,160 | -100.0% | -0.04% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $0 | – | -4,291 | -100.0% | -0.04% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -2,153 | -100.0% | -0.04% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -3,683 | -100.0% | -0.04% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -3,765 | -100.0% | -0.04% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -4,527 | -100.0% | -0.04% | – |
| DWLD | Exit | DAVIS FUNDAMENTAL ETF TRselect wrld wi | $0 | – | -14,670 | -100.0% | -0.05% | – |
| NRZ | Exit | NEW RESIDENTIAL INVT CORP | $0 | – | -22,644 | -100.0% | -0.05% | – |
| FFTY | Exit | INNOVATOR ETFS TRibd 50 etf | $0 | – | -10,484 | -100.0% | -0.05% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -1,244 | -100.0% | -0.05% | – |
| HPI | Exit | HANCOCK JOHN PFD INCOME FDsh ben int | $0 | – | -16,493 | -100.0% | -0.05% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -11,984 | -100.0% | -0.05% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -17,374 | -100.0% | -0.05% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -2,521 | -100.0% | -0.05% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -2,745 | -100.0% | -0.05% | – |
| MOAT | Exit | VANECK VECTORS ETF TRUSTmorningstar wide | $0 | – | -6,876 | -100.0% | -0.05% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -4,047 | -100.0% | -0.05% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -13,613 | -100.0% | -0.05% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -6,138 | -100.0% | -0.05% | – |
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| MS | Exit | MORGAN STANLEY | $0 | – | -7,652 | -100.0% | -0.05% | – |
| BIF | Exit | BOULDER GROWTH & INCOME FD I | $0 | – | -33,032 | -100.0% | -0.05% | – |
| PDT | Exit | HANCOCK JOHN PREMUIM DIV FD | $0 | – | -21,492 | -100.0% | -0.05% | – |
| CWB | Exit | SPDR SERIES TRUSTblmbrg brc cnvrt | $0 | – | -7,072 | -100.0% | -0.05% | – |
| CSX | Exit | CSX CORP | $0 | – | -5,389 | -100.0% | -0.05% | – |
| PTNQ | Exit | PACER FDS TRtrendp 100 etf | $0 | – | -9,894 | -100.0% | -0.05% | – |
| FDRR | Exit | FIDELITY COVINGTON TRdivid etf risi | $0 | – | -11,300 | -100.0% | -0.05% | – |
| CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -14,525 | -100.0% | -0.05% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -2,054 | -100.0% | -0.05% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -3,841 | -100.0% | -0.05% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -1,710 | -100.0% | -0.05% | – |
| ONEQ | Exit | FIDELITY COMWLTH TRndq cp idx trk | $0 | – | -1,167 | -100.0% | -0.05% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -7,236 | -100.0% | -0.05% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -4,366 | -100.0% | -0.05% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -6,046 | -100.0% | -0.05% | – |
| GNL | Exit | GLOBAL NET LEASE INC | $0 | – | -20,246 | -100.0% | -0.05% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -3,128 | -100.0% | -0.05% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -6,537 | -100.0% | -0.05% | – |
| PGX | Exit | INVESCO EXCHNG TRADED FD TRpfd etf | $0 | – | -28,033 | -100.0% | -0.05% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -7,742 | -100.0% | -0.05% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -10,525 | -100.0% | -0.05% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -12,869 | -100.0% | -0.05% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,786 | -100.0% | -0.05% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,871 | -100.0% | -0.05% | – |
| FPE | Exit | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $0 | – | -21,387 | -100.0% | -0.05% | – |
| SMH | Exit | VANECK VECTORS ETF TRUSTsemiconductor et | $0 | – | -3,021 | -100.0% | -0.05% | – |
| BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -16,449 | -100.0% | -0.05% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -1,484 | -100.0% | -0.06% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -7,660 | -100.0% | -0.06% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -2,446 | -100.0% | -0.06% | – |
| MAIN | Exit | MAIN STREET CAPITAL CORP | $0 | – | -10,112 | -100.0% | -0.06% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -3,973 | -100.0% | -0.06% | – |
| JPC | Exit | NUVEEN PFD & INCM OPPORTNYS | $0 | – | -42,137 | -100.0% | -0.06% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,702 | -100.0% | -0.06% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -2,431 | -100.0% | -0.06% | – |
| TDIV | Exit | FIRST TR EXCHANGE TRADED FDnasd tech div | $0 | – | -10,669 | -100.0% | -0.06% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -2,198 | -100.0% | -0.06% | – |
| LGH | Exit | NORTHERN LIGHTS FUND TRUST Ihcm defen 500 | $0 | – | -16,375 | -100.0% | -0.06% | – |
| KR | Exit | KROGER CO | $0 | – | -15,976 | -100.0% | -0.06% | – |
| BXMX | Exit | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | -34,008 | -100.0% | -0.06% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -9,567 | -100.0% | -0.06% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -2,687 | -100.0% | -0.06% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -7,906 | -100.0% | -0.06% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -8,083 | -100.0% | -0.06% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -3,154 | -100.0% | -0.06% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -7,884 | -100.0% | -0.06% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -5,500 | -100.0% | -0.06% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -29,317 | -100.0% | -0.06% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -8,945 | -100.0% | -0.06% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -4,841 | -100.0% | -0.06% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -2,182 | -100.0% | -0.06% | – |
| XSLV | Exit | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $0 | – | -9,740 | -100.0% | -0.06% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -3,551 | -100.0% | -0.06% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGD ETFultra shrt dur | $0 | – | -10,169 | -100.0% | -0.06% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -7,646 | -100.0% | -0.06% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -11,264 | -100.0% | -0.06% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -8,506 | -100.0% | -0.06% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -6,943 | -100.0% | -0.07% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -8,498 | -100.0% | -0.07% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPP | $0 | – | -27,502 | -100.0% | -0.07% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -9,786 | -100.0% | -0.07% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -31,594 | -100.0% | -0.07% | – |
| DOW | Exit | DOW INC | $0 | – | -9,662 | -100.0% | -0.07% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -6,146 | -100.0% | -0.07% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -12,941 | -100.0% | -0.07% | – |
| TPHD | Exit | TIMOTHY PLANhig dv stk etf | $0 | – | -20,123 | -100.0% | -0.07% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -19,059 | -100.0% | -0.07% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -5,491 | -100.0% | -0.07% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -16,552 | -100.0% | -0.07% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -21,376 | -100.0% | -0.07% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -2,426 | -100.0% | -0.07% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -50,775 | -100.0% | -0.07% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -5,576 | -100.0% | -0.07% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -61,092 | -100.0% | -0.07% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -9,885 | -100.0% | -0.07% | – |
| FLRN | Exit | SPDR SERIES TRUSTblomberg brc inv | $0 | – | -18,810 | -100.0% | -0.07% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -3,862 | -100.0% | -0.07% | – |
| FTSL | Exit | FIRST TR EXCHANGE TRADED FDsenior ln fd | $0 | – | -12,279 | -100.0% | -0.07% | – |
| JNK | Exit | SPDR SERIES TRUSTbloomberg brclys | $0 | – | -5,382 | -100.0% | -0.07% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -10,951 | -100.0% | -0.07% | – |
| FUTY | Exit | FIDELITY COVINGTON TRmsci utils index | $0 | – | -13,799 | -100.0% | -0.07% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -5,751 | -100.0% | -0.07% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -17,449 | -100.0% | -0.07% | – |
| RFEM | Exit | FIRST TR EXCH TRADED FD IIIrivr frnt dyn | $0 | – | -9,333 | -100.0% | -0.08% | – |
| XBI | Exit | SPDR SERIES TRUSTs&p biotech | $0 | – | -6,456 | -100.0% | -0.08% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -10,548 | -100.0% | -0.08% | – |
| FXC | Exit | INVESCO CURNCYSHS CDN DLR TR | $0 | – | -8,259 | -100.0% | -0.08% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -3,324 | -100.0% | -0.08% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -10,743 | -100.0% | -0.08% | – |
| TPLC | Exit | TIMOTHY PLANus lrg cap cor | $0 | – | -23,473 | -100.0% | -0.08% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -9,890 | -100.0% | -0.08% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblkstn gsosrln | $0 | – | -13,760 | -100.0% | -0.08% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -5,443 | -100.0% | -0.08% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -5,549 | -100.0% | -0.08% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -5,235 | -100.0% | -0.08% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -18,020 | -100.0% | -0.08% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -10,527 | -100.0% | -0.08% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -11,209 | -100.0% | -0.08% | – |
| NEAR | Exit | ISHARES US ETF TRsht mat bd etf | $0 | – | -13,358 | -100.0% | -0.08% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -9,203 | -100.0% | -0.08% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -6,249 | -100.0% | -0.08% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -5,251 | -100.0% | -0.08% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -6,273 | -100.0% | -0.08% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -5,471 | -100.0% | -0.09% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -23,173 | -100.0% | -0.09% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -11,709 | -100.0% | -0.09% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -4,386 | -100.0% | -0.09% | – |
| SMLV | Exit | SPDR SERIES TRUSTssga us smal etf | $0 | – | -7,044 | -100.0% | -0.09% | – |
| FHLC | Exit | FIDELITY COVINGTON TRmsci hlth care i | $0 | – | -14,182 | -100.0% | -0.09% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -6,204 | -100.0% | -0.09% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -4,360 | -100.0% | -0.09% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -6,145 | -100.0% | -0.09% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -21,517 | -100.0% | -0.09% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -13,658 | -100.0% | -0.09% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -6,051 | -100.0% | -0.09% | – |
| HE | Exit | HAWAIIAN ELEC INDUSTRIES | $0 | – | -15,616 | -100.0% | -0.09% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -6,189 | -100.0% | -0.09% | – |
| DE | Exit | DEERE & CO | $0 | – | -4,278 | -100.0% | -0.09% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -41,492 | -100.0% | -0.09% | – |
| VTR | Exit | VENTAS INC | $0 | – | -12,930 | -100.0% | -0.09% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -2,392 | -100.0% | -0.10% | – |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -10,920 | -100.0% | -0.10% | – |
| EVT | Exit | EATON VANCE TAX ADVT DIV INC | $0 | – | -29,540 | -100.0% | -0.10% | – |
| MA | Exit | MASTERCARD INCcl a | $0 | – | -2,589 | -100.0% | -0.10% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -2,362 | -100.0% | -0.10% | – |
| IGIB | Exit | ISHARES TRintrm tr crp etf | $0 | – | -13,864 | -100.0% | -0.10% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -16,681 | -100.0% | -0.10% | – |
| EXG | Exit | EATON VANCE TAX MNGD GBL DV | $0 | – | -93,189 | -100.0% | -0.10% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -5,610 | -100.0% | -0.10% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -29,400 | -100.0% | -0.11% | – |
| TGT | Exit | TARGET CORP | $0 | – | -6,531 | -100.0% | -0.11% | – |
| PLW | Exit | INVESCO EXCHNG TRADED FD TR1 30 lader tre | $0 | – | -24,909 | -100.0% | -0.11% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -13,743 | -100.0% | -0.11% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -17,609 | -100.0% | -0.11% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -7,610 | -100.0% | -0.11% | – |
| IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -4,119 | -100.0% | -0.11% | – |
| IMTB | Exit | ISHARES TRcr 5 10 yr etf | $0 | – | -17,133 | -100.0% | -0.11% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -18,715 | -100.0% | -0.11% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -17,435 | -100.0% | -0.11% | – |
| HYZD | Exit | WISDOMTREE TRhedged hi yld bd | $0 | – | -38,672 | -100.0% | -0.11% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -5,733 | -100.0% | -0.11% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -4,095 | -100.0% | -0.11% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -25,293 | -100.0% | -0.12% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -22,042 | -100.0% | -0.12% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -15,937 | -100.0% | -0.12% | – |
| GDX | Exit | VANECK VECTORS ETF TRUSTgold miners etf | $0 | – | -32,206 | -100.0% | -0.12% | – |
| ACWV | Exit | ISHARES INCmin vol gbl etf | $0 | – | -9,960 | -100.0% | -0.12% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -14,466 | -100.0% | -0.12% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -44,588 | -100.0% | -0.12% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -111,888 | -100.0% | -0.12% | – |
| ARR | Exit | ARMOUR RESIDENTIAL REIT INC | $0 | – | -54,359 | -100.0% | -0.12% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -4,549 | -100.0% | -0.12% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -12,263 | -100.0% | -0.12% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -11,481 | -100.0% | -0.13% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -10,734 | -100.0% | -0.13% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -24,907 | -100.0% | -0.13% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -6,887 | -100.0% | -0.13% | – |
| KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -7,427 | -100.0% | -0.13% | – |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -43,607 | -100.0% | -0.13% | – |
| C | Exit | CITIGROUP INC | $0 | – | -12,871 | -100.0% | -0.13% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -4,867 | -100.0% | -0.13% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -20,106 | -100.0% | -0.13% | – |
| FTEC | Exit | FIDELITY COVINGTON TRmsci info tech i | $0 | – | -14,791 | -100.0% | -0.14% | – |
| SPYG | Exit | SPDR SERIES TRUSTprtflo s&p500 gw | $0 | – | -25,613 | -100.0% | -0.14% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -18,627 | -100.0% | -0.14% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -77,292 | -100.0% | -0.14% | – |
| SMOG | Exit | VANECK VECTORS ETF TRUSTlow carbn energy | $0 | – | -14,713 | -100.0% | -0.14% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIV LEA | $0 | – | -34,509 | -100.0% | -0.14% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -6,505 | -100.0% | -0.14% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -9,988 | -100.0% | -0.14% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -12,643 | -100.0% | -0.14% | – |
| FPL | Exit | FST TR NEW OPPORT MLP & ENE | $0 | – | -124,833 | -100.0% | -0.15% | – |
| NLY | Exit | ANNALY CAP MGMT INC | $0 | – | -124,608 | -100.0% | -0.15% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -21,631 | -100.0% | -0.15% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -4,839 | -100.0% | -0.15% | – |
| SDOG | Exit | ALPS ETF TRsectr div dogs | $0 | – | -25,723 | -100.0% | -0.15% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -22,672 | -100.0% | -0.15% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -22,476 | -100.0% | -0.16% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -41,493 | -100.0% | -0.16% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -35,042 | -100.0% | -0.16% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -5,289 | -100.0% | -0.16% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -17,397 | -100.0% | -0.16% | – |
| LGLV | Exit | SPDR SERIES TRUSTssga us lrg etf | $0 | – | -11,673 | -100.0% | -0.17% | – |
| DIV | Exit | GLOBAL X FDSglobx supdv us | $0 | – | -56,552 | -100.0% | -0.17% | – |
| MMM | Exit | 3M CO | $0 | – | -7,612 | -100.0% | -0.17% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -5,066 | -100.0% | -0.17% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -5,732 | -100.0% | -0.17% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -8,394 | -100.0% | -0.17% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -10,069 | -100.0% | -0.17% | – |
| WPC | Exit | W P CAREY INC | $0 | – | -17,472 | -100.0% | -0.18% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -36,909 | -100.0% | -0.18% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -13,171 | -100.0% | -0.18% | – |
| MINC | Exit | ADVISORSHARES TRnewflt mulsinc | $0 | – | -29,451 | -100.0% | -0.18% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -47,787 | -100.0% | -0.18% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -39,144 | -100.0% | -0.19% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -7,515 | -100.0% | -0.19% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -30,157 | -100.0% | -0.19% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -11,120 | -100.0% | -0.20% | – |
| BLV | Exit | VANGUARD BD INDEX FD INClong term bond | $0 | – | -16,028 | -100.0% | -0.20% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -20,052 | -100.0% | -0.20% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -6,268 | -100.0% | -0.21% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -27,988 | -100.0% | -0.21% | – |
| BA | Exit | BOEING CO | $0 | – | -5,389 | -100.0% | -0.22% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -51,053 | -100.0% | -0.23% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -34,047 | -100.0% | -0.23% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -14,098 | -100.0% | -0.24% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -25,964 | -100.0% | -0.24% | – |
| ILCB | Exit | ISHARES TRmrngstr lg-cp et | $0 | – | -10,648 | -100.0% | -0.25% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -23,996 | -100.0% | -0.25% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -22,465 | -100.0% | -0.26% | – |
| SLY | Exit | SPDR SERIES TRUSTs&p 600 sml cap | $0 | – | -28,615 | -100.0% | -0.26% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -42,157 | -100.0% | -0.26% | – |
| IGSB | Exit | ISHARES TRsh tr crport etf | $0 | – | -39,443 | -100.0% | -0.27% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -7,325 | -100.0% | -0.27% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,617 | -100.0% | -0.27% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -32,574 | -100.0% | -0.28% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -5,803 | -100.0% | -0.28% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -12,016 | -100.0% | -0.29% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -11,931 | -100.0% | -0.29% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -17,164 | -100.0% | -0.29% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -26,538 | -100.0% | -0.29% | – |
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -27,043 | -100.0% | -0.30% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -12,519 | -100.0% | -0.31% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -6,652 | -100.0% | -0.32% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -10,607 | -100.0% | -0.32% | – |
| IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -16,712 | -100.0% | -0.32% | – |
| KO | Exit | COCA COLA CO | $0 | – | -45,915 | -100.0% | -0.32% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -11,425 | -100.0% | -0.32% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -16,551 | -100.0% | -0.32% | – |
| INTC | Exit | INTEL CORP | $0 | – | -43,133 | -100.0% | -0.32% | – |
| WMT | Exit | WALMART INC | $0 | – | -21,952 | -100.0% | -0.33% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -40,725 | -100.0% | -0.33% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -24,830 | -100.0% | -0.33% | – |
| DPG | Exit | DUFF & PHELPS UTLITY AND INF | $0 | – | -175,861 | -100.0% | -0.34% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -31,834 | -100.0% | -0.34% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -20,760 | -100.0% | -0.34% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -37,113 | -100.0% | -0.35% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -22,321 | -100.0% | -0.36% | – |
| V | Exit | VISA INC | $0 | – | -15,280 | -100.0% | -0.36% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -52,819 | -100.0% | -0.36% | – |
| QTEC | Exit | FIRST TR NASDAQ100 TECH INDE | $0 | – | -28,996 | -100.0% | -0.37% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -65,317 | -100.0% | -0.37% | – |
| NXJ | Exit | NUVEEN NEW JERSEY QULT MUN F | $0 | – | -212,161 | -100.0% | -0.39% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -69,999 | -100.0% | -0.42% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -37,174 | -100.0% | -0.44% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -46,451 | -100.0% | -0.44% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -93,747 | -100.0% | -0.44% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -24,370 | -100.0% | -0.44% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -54,202 | -100.0% | -0.45% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -24,440 | -100.0% | -0.45% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -55,237 | -100.0% | -0.45% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -87,015 | -100.0% | -0.46% | – |
| PFE | Exit | PFIZER INC | $0 | – | -94,629 | -100.0% | -0.47% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -13,928 | -100.0% | -0.50% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -49,718 | -100.0% | -0.50% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -24,819 | -100.0% | -0.52% | – |
| FDN | Exit | FIRST TR EXCHANGE TRADED FDdj internt idx | $0 | – | -29,986 | -100.0% | -0.53% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -56,199 | -100.0% | -0.58% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -56,560 | -100.0% | -0.60% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -48,958 | -100.0% | -0.60% | – |
| SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -49,797 | -100.0% | -0.68% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -114,646 | -100.0% | -0.70% | – |
| BBN | Exit | BLACKROCK TAX MUNICPAL BD TR | $0 | – | -230,900 | -100.0% | -0.71% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -101,262 | -100.0% | -0.72% | – |
| SPLV | Exit | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $0 | – | -98,261 | -100.0% | -0.72% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -54,352 | -100.0% | -0.73% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -23,223 | -100.0% | -0.87% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -61,934 | -100.0% | -0.94% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -36,256 | -100.0% | -0.94% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -185,582 | -100.0% | -1.03% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -49,014 | -100.0% | -1.13% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,911 | -100.0% | -1.14% | – |
| CAPE | Exit | BARCLAYS BK PLCbarc etn+shill | $0 | – | -61,495 | -100.0% | -1.16% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -81,645 | -100.0% | -1.16% | – |
| USMV | Exit | ISHARES TRmsci min vol etf | $0 | – | -142,520 | -100.0% | -1.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 8.1% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 4.2% |
| INVESCO QQQ TR | 19 | Q2 2024 | 3.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.3% |
| UNITED PARCEL SERVICE INC | 19 | Q2 2024 | 11.0% |
| ISHARES TR | 19 | Q2 2024 | 20.7% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 1.8% |
| VERIZON COMMUNICATIONS INC | 19 | Q2 2024 | 1.6% |
| EXXON MOBIL CORP | 19 | Q2 2024 | 1.1% |
| META PLATFORMS INC | 19 | Q2 2024 | 0.7% |
View J.W. COLE ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-07-11 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-27 |
View J.W. COLE ADVISORS, 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.