$114 Million is the total value of FinTrust Investment Advisory Services, LLC's 119 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCG | New | SCANA CORP NEW | $310,000 | – | 7,803 | +100.0% | 0.27% | – |
| ITA | New | ISHARES TRus aer def etf | $231,000 | – | 1,230 | +100.0% | 0.20% | – |
| MMM | New | 3M CO | $217,000 | – | 922 | +100.0% | 0.19% | – |
| FHI | New | FEDERATED INV INC PAcl b | $216,000 | – | 6,000 | +100.0% | 0.19% | – |
| NFLX | New | NETFLIX INC | $209,000 | – | 1,090 | +100.0% | 0.18% | – |
| LMT | New | LOCKHEED MARTIN CORP | $206,000 | – | 641 | +100.0% | 0.18% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $205,000 | – | 2,673 | +100.0% | 0.18% | – |
| PXF | New | POWERSHARES ETF TR IIdev mkts ex-us | $204,000 | – | 4,503 | +100.0% | 0.18% | – |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $203,000 | – | 7,218 | +100.0% | 0.18% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $201,000 | – | 2,125 | +100.0% | 0.18% | – |
| KMB | New | KIMBERLY CLARK CORP | $201,000 | – | 1,666 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q1 2018 | 14.4% |
| POWERSHARES ETF TRUST | 5 | Q1 2018 | 10.2% |
| RYDEX ETF TRUST | 5 | Q1 2018 | 10.4% |
| VANGUARD INDEX FDS | 5 | Q1 2018 | 11.1% |
| ISHARES TR | 5 | Q1 2018 | 4.0% |
| APPLE INC | 5 | Q1 2018 | 3.3% |
| AT&T INC | 5 | Q1 2018 | 2.4% |
| EXXON MOBIL CORP | 5 | Q1 2018 | 2.3% |
| ISHARES TR | 5 | Q1 2018 | 3.4% |
| VERIZON COMMUNICATIONS INC | 5 | Q1 2018 | 1.5% |
View FinTrust Investment Advisory Services, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| GENOIL INC | March 03, 2010 | ? | ? |
View FinTrust Investment Advisory Services, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-20 |
| 13F-HR | 2018-01-30 |
| 13F-HR | 2017-10-26 |
| 13F-HR | 2013-10-02 |
| 13F-HR | 2013-07-12 |
| 13F-HR | 2013-05-07 |
| 13F-HR | 2013-02-13 |
| 13F-HR | 2012-11-13 |
| 13F-HR | 2012-08-10 |
| 13F-HR | 2012-05-14 |
View FinTrust Investment Advisory Services, 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.