$755 Million is the total value of TD Capital Management LLC's 328 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 28.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $153,061,000 | +6.2% | 1,670,970 | -0.0% | 20.28% | +2.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $93,645,000 | +4.5% | 1,139,367 | +5.4% | 12.41% | +0.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $46,795,000 | -4.8% | 411,092 | -1.2% | 6.20% | -8.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $40,944,000 | +2.3% | 401,764 | +2.4% | 5.42% | -1.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $34,715,000 | +4.9% | 87,263 | -1.0% | 4.60% | +0.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $31,160,000 | +2.4% | 211,857 | -1.7% | 4.13% | -1.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $30,507,000 | +14.7% | 147,596 | +8.0% | 4.04% | +10.1% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $29,969,000 | +7.9% | 246,091 | +3.0% | 3.97% | +3.6% |
| IXUS | Sell | ISHARES TRcore msci total | $25,214,000 | +3.3% | 358,768 | -1.2% | 3.34% | -0.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $23,246,000 | +0.4% | 274,391 | +4.5% | 3.08% | -3.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $22,926,000 | +1.8% | 89,192 | +0.4% | 3.04% | -2.2% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $22,701,000 | +2.8% | 210,542 | +3.1% | 3.01% | -1.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $20,721,000 | -13.0% | 299,481 | -14.6% | 2.75% | -16.4% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $19,888,000 | +9.7% | 151,283 | -0.8% | 2.64% | +5.3% |
| MUB | Buy | ISHARES TRnational mun etf | $17,060,000 | -0.8% | 147,007 | +0.2% | 2.26% | -4.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $16,761,000 | +4.1% | 90,454 | -1.2% | 2.22% | 0.0% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $13,237,000 | -4.8% | 259,247 | -4.1% | 1.75% | -8.6% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $12,394,000 | +5.2% | 197,677 | +0.9% | 1.64% | +1.0% |
| AZO | Sell | AUTOZONE INC | $11,074,000 | +5.1% | 7,886 | -11.3% | 1.47% | +0.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,762,000 | +10.0% | 45,600 | +0.1% | 1.29% | +5.6% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $8,269,000 | +7.2% | 46,742 | -0.2% | 1.10% | +3.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $7,741,000 | +7.2% | 34,974 | +0.1% | 1.03% | +2.9% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $7,646,000 | +4.9% | 80,355 | -0.0% | 1.01% | +0.7% |
| JMST | Sell | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $6,826,000 | -4.7% | 133,747 | -4.7% | 0.90% | -8.5% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,356,000 | +5.8% | 75,630 | +0.8% | 0.71% | +1.6% |
| VOO | Buy | VANGUARD INDEX FDS | $3,439,000 | +6.4% | 9,440 | +0.4% | 0.46% | +2.2% |
| AAPL | Buy | APPLE INC | $2,602,000 | -7.0% | 21,301 | +1.0% | 0.34% | -10.6% |
| DGRO | Sell | ISHARES TRcore div grwth | $2,407,000 | +3.8% | 49,863 | -3.7% | 0.32% | -0.3% |
| TSCO | TRACTOR SUPPLY CO | $2,190,000 | +25.9% | 12,367 | 0.0% | 0.29% | +20.8% | |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,757,000 | +6.1% | 30,730 | +0.1% | 0.23% | +1.7% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $1,694,000 | +103.4% | 33,351 | +103.4% | 0.22% | +94.8% |
| MSFT | MICROSOFT CORP | $1,633,000 | +6.0% | 6,925 | 0.0% | 0.22% | +1.4% | |
| FDX | FEDEX CORP | $1,077,000 | +9.5% | 3,791 | 0.0% | 0.14% | +5.1% | |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,042,000 | -10.9% | 17,376 | -10.8% | 0.14% | -14.3% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $1,026,000 | +570.6% | 20,009 | +575.3% | 0.14% | +547.6% |
| WMT | Buy | WALMART INC | $886,000 | +32.0% | 6,519 | +40.0% | 0.12% | +25.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $858,000 | +4.0% | 16,489 | +0.1% | 0.11% | 0.0% |
| WDFC | WD-40 CO | $852,000 | +15.1% | 2,784 | 0.0% | 0.11% | +10.8% | |
| MEAR | Sell | ISHARES U S ETF TRblackrock short | $841,000 | -2.8% | 16,730 | -2.8% | 0.11% | -6.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $801,000 | +4.6% | 12,446 | +0.7% | 0.11% | 0.0% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $787,000 | +2.3% | 16,028 | -1.6% | 0.10% | -1.9% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $779,000 | +63.0% | 7,368 | +61.0% | 0.10% | +56.1% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $602,000 | +4.9% | 7,610 | +0.3% | 0.08% | +1.3% |
| VLUE | Sell | ISHARES TRmsci usa value | $510,000 | +13.1% | 4,977 | -4.0% | 0.07% | +9.7% |
| IP | INTERNATIONAL PAPER CO | $493,000 | +8.8% | 9,113 | 0.0% | 0.06% | +3.2% | |
| RWR | SPDR SER TRdj reit etf | $493,000 | +9.3% | 5,203 | 0.0% | 0.06% | +4.8% | |
| NFLX | Buy | NETFLIX INC | $423,000 | -2.3% | 810 | +1.2% | 0.06% | -6.7% |
| EFG | ISHARES TReafe grwth etf | $382,000 | -0.5% | 3,803 | 0.0% | 0.05% | -3.8% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $366,000 | +59.8% | 3,371 | +35.4% | 0.05% | +50.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $354,000 | -4.3% | 5,828 | -8.0% | 0.05% | -7.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $349,000 | +55.8% | 9,090 | +56.2% | 0.05% | +48.4% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $336,000 | -5.4% | 8,027 | +0.3% | 0.04% | -8.2% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $316,000 | +1216.7% | 3,100 | +1219.1% | 0.04% | +1300.0% |
| PEP | Buy | PEPSICO INC | $315,000 | 0.0% | 2,226 | +4.7% | 0.04% | -2.3% |
| TSLA | TESLA INC | $307,000 | -5.5% | 460 | 0.0% | 0.04% | -8.9% | |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $305,000 | +22.0% | 3,934 | +19.7% | 0.04% | +17.6% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $267,000 | +5.5% | 1,658 | +5.9% | 0.04% | 0.0% |
| IGSB | Buy | ISHARES TR | $263,000 | +27.1% | 4,810 | +27.9% | 0.04% | +20.7% |
| SMMU | Sell | PIMCO ETF TRshtrm mun bd act | $256,000 | -2.7% | 4,982 | -2.4% | 0.03% | -5.6% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $247,000 | +2.9% | 6,023 | +1.4% | 0.03% | 0.0% |
| FCPI | New | FIDELITY COVINGTON TRUSTstock for infl | $242,000 | – | 8,806 | +100.0% | 0.03% | – |
| TIP | New | ISHARES TRtips bd etf | $242,000 | – | 1,925 | +100.0% | 0.03% | – |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $238,000 | -6.7% | 4,694 | -6.5% | 0.03% | -8.6% |
| PRU | PRUDENTIAL FINL INC | $229,000 | +16.8% | 2,515 | 0.0% | 0.03% | +11.1% | |
| XOUT | Buy | GRANITESHARES ETF TRxout us lrg cp | $223,000 | +2.3% | 6,057 | +0.2% | 0.03% | 0.0% |
| SYY | Buy | SYSCO CORP | $223,000 | +13.2% | 2,835 | +6.7% | 0.03% | +11.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $215,000 | +82.2% | 2,989 | +75.4% | 0.03% | +75.0% |
| AMZN | Buy | AMAZON COM INC | $213,000 | +42.0% | 69 | +50.0% | 0.03% | +33.3% |
| GVIP | New | GOLDMAN SACHS ETF TRhedge ind etf | $208,000 | – | 2,207 | +100.0% | 0.03% | – |
| MRK | Buy | MERCK & CO. INC | $214,000 | +10.3% | 2,776 | +17.3% | 0.03% | +3.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $202,000 | +4.1% | 904 | -1.4% | 0.03% | 0.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $193,000 | +22.9% | 1,266 | +2.2% | 0.03% | +18.2% |
| FB | Buy | FACEBOOK INCcl a | $197,000 | +9.4% | 670 | +1.5% | 0.03% | +4.0% |
| XOM | Buy | EXXON MOBIL CORP | $194,000 | +44.8% | 3,477 | +7.3% | 0.03% | +44.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $187,000 | 0.0% | 2,964 | -1.5% | 0.02% | -3.8% |
| LYFT | LYFT INC | $182,000 | +29.1% | 2,875 | 0.0% | 0.02% | +26.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $174,000 | +0.6% | 717 | 0.0% | 0.02% | -4.2% | |
| LOW | LOWES COS INC | $171,000 | +18.8% | 900 | 0.0% | 0.02% | +15.0% | |
| T | Buy | AT&T INC | $162,000 | +9.5% | 5,367 | +4.6% | 0.02% | +5.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $151,000 | +6.3% | 382 | +0.3% | 0.02% | 0.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $152,000 | +13.4% | 586 | +0.3% | 0.02% | +11.1% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $149,000 | +16.4% | 901 | 0.0% | 0.02% | +11.1% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $152,000 | +43.4% | 477 | +41.5% | 0.02% | +33.3% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $151,000 | +0.7% | 2,966 | +0.1% | 0.02% | -4.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $133,000 | -11.3% | 985 | -8.4% | 0.02% | -14.3% |
| TGT | Buy | TARGET CORP | $133,000 | +15.7% | 672 | +3.1% | 0.02% | +12.5% |
| NEE | NEXTERA ENERGY INC | $132,000 | -2.2% | 1,746 | 0.0% | 0.02% | -10.5% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $126,000 | +2.4% | 1,517 | 0.0% | 0.02% | 0.0% | |
| ICSH | Buy | ISHARES TRblackrock ultra | $126,000 | 0.0% | 2,502 | +0.1% | 0.02% | 0.0% |
| MMM | 3M CO | $118,000 | +10.3% | 611 | 0.0% | 0.02% | +6.7% | |
| GINN | New | GOLDMAN SACHS ETF TRinnovat eq etf | $121,000 | – | 2,118 | +100.0% | 0.02% | – |
| GE | GENERAL ELECTRIC CO | $122,000 | +20.8% | 9,311 | 0.0% | 0.02% | +14.3% | |
| YUM | Buy | YUM BRANDS INC | $114,000 | 0.0% | 1,051 | +0.4% | 0.02% | -6.2% |
| JCI | JOHNSON CTLS INTL PLC | $113,000 | +27.0% | 1,902 | 0.0% | 0.02% | +25.0% | |
| NVDA | Buy | NVIDIA CORPORATION | $114,000 | +5.6% | 214 | +3.9% | 0.02% | 0.0% |
| CVX | Buy | CHEVRON CORP NEW | $104,000 | +23.8% | 992 | +0.2% | 0.01% | +16.7% |
| BK | BANK NEW YORK MELLON CORP | $109,000 | +11.2% | 2,303 | 0.0% | 0.01% | 0.0% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $101,000 | +7.4% | 1,322 | +0.3% | 0.01% | 0.0% |
| CVS | CVS HEALTH CORP | $95,000 | +10.5% | 1,258 | 0.0% | 0.01% | +8.3% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $97,000 | +115.6% | 1,676 | +119.7% | 0.01% | +116.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $101,000 | +90.6% | 866 | +83.9% | 0.01% | +85.7% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $94,000 | +100.0% | 1,372 | +98.3% | 0.01% | +100.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $89,000 | +107.0% | 1,392 | +104.1% | 0.01% | +100.0% |
| MET | METLIFE INC | $91,000 | +30.0% | 1,500 | 0.0% | 0.01% | +20.0% | |
| UNH | UNITEDHEALTH GROUP INC | $88,000 | +6.0% | 236 | 0.0% | 0.01% | +9.1% | |
| AMCR | Buy | AMCOR PLCord | $84,000 | +5.0% | 7,161 | +5.7% | 0.01% | 0.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $86,000 | +4.9% | 1,446 | +0.1% | 0.01% | 0.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $86,000 | +6.2% | 882 | +0.3% | 0.01% | 0.0% |
| VDE | VANGUARD WORLD FDSenergy etf | $84,000 | +31.2% | 1,240 | 0.0% | 0.01% | +22.2% | |
| INTC | INTEL CORP | $85,000 | +28.8% | 1,331 | 0.0% | 0.01% | +22.2% | |
| PSX | Sell | PHILLIPS 66 | $82,000 | +10.8% | 1,000 | -5.1% | 0.01% | +10.0% |
| IWM | ISHARES TRrussell 2000 etf | $82,000 | +12.3% | 370 | 0.0% | 0.01% | +10.0% | |
| HD | HOME DEPOT INC | $73,000 | +15.9% | 238 | 0.0% | 0.01% | +11.1% | |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $72,000 | +2.9% | 406 | +0.5% | 0.01% | 0.0% |
| HZNP | HORIZON THERAPEUTICS PUB L | $74,000 | +25.4% | 800 | 0.0% | 0.01% | +25.0% | |
| GOOG | ALPHABET INCcap stk cl c | $74,000 | +17.5% | 36 | 0.0% | 0.01% | +11.1% | |
| PPG | New | PPG INDS INC | $75,000 | – | 500 | +100.0% | 0.01% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $74,000 | +10.4% | 526 | +0.4% | 0.01% | +11.1% |
| CSCO | Sell | CISCO SYS INC | $76,000 | -8.4% | 1,460 | -21.5% | 0.01% | -9.1% |
| SHM | SPDR SER TRnuveen blmbrg sr | $66,000 | 0.0% | 1,324 | 0.0% | 0.01% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $69,000 | +11.3% | 454 | 0.0% | 0.01% | 0.0% | |
| PFE | Buy | PFIZER INC | $71,000 | +51.1% | 1,949 | +51.2% | 0.01% | +50.0% |
| CMCSA | COMCAST CORP NEWcl a | $69,000 | +3.0% | 1,274 | 0.0% | 0.01% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $70,000 | +1.4% | 411 | +0.5% | 0.01% | -10.0% |
| DIS | Buy | DISNEY WALT CO | $57,000 | +5.6% | 310 | +3.3% | 0.01% | +14.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $63,000 | +85.3% | 382 | +75.2% | 0.01% | +60.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $58,000 | +41.5% | 445 | +50.8% | 0.01% | +33.3% |
| ABBV | Buy | ABBVIE INC | $58,000 | +31.8% | 536 | +30.7% | 0.01% | +33.3% |
| MGK | VANGUARD WORLD FDmega grwth ind | $59,000 | +1.7% | 286 | 0.0% | 0.01% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $64,000 | 0.0% | 493 | 0.0% | 0.01% | -11.1% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $59,000 | +227.8% | 453 | +230.7% | 0.01% | +300.0% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $60,000 | – | 829 | +100.0% | 0.01% | – |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $52,000 | 0.0% | 2,047 | +0.3% | 0.01% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $52,000 | +10.6% | 562 | +0.5% | 0.01% | +16.7% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $53,000 | 0.0% | 2,031 | +0.3% | 0.01% | 0.0% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $53,000 | -3.6% | 1,003 | +0.4% | 0.01% | -12.5% |
| PM | PHILIP MORRIS INTL INC | $54,000 | +8.0% | 610 | 0.0% | 0.01% | 0.0% | |
| FHN | Buy | FIRST HORIZON CORPORATION | $53,000 | +103.8% | 3,122 | +51.9% | 0.01% | +75.0% |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $51,000 | 0.0% | 2,072 | +0.3% | 0.01% | 0.0% |
| GOOGL | ALPHABET INCcap stk cl a | $52,000 | +18.2% | 25 | 0.0% | 0.01% | +16.7% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $52,000 | +8.3% | 8,514 | +13.6% | 0.01% | 0.0% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $53,000 | -1.9% | 2,025 | +0.3% | 0.01% | 0.0% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $48,000 | -5.9% | 101 | 0.0% | 0.01% | -14.3% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $42,000 | +2.4% | 192 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $42,000 | -4.5% | 199 | 0.0% | 0.01% | 0.0% | |
| ADSK | AUTODESK INC | $44,000 | -10.2% | 160 | 0.0% | 0.01% | -14.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $45,000 | -4.3% | 200 | 0.0% | 0.01% | 0.0% | |
| IYE | New | ISHARES TRu.s. energy etf | $42,000 | – | 1,600 | +100.0% | 0.01% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $44,000 | – | 116 | +100.0% | 0.01% | – |
| AMD | ADVANCED MICRO DEVICES INC | $42,000 | -16.0% | 540 | 0.0% | 0.01% | -14.3% | |
| PYPL | PAYPAL HLDGS INC | $48,000 | +4.3% | 197 | 0.0% | 0.01% | 0.0% | |
| GPC | GENUINE PARTS CO | $36,000 | +16.1% | 309 | 0.0% | 0.01% | +25.0% | |
| IGIB | Buy | ISHARES TR | $41,000 | +78.3% | 690 | +86.5% | 0.01% | +66.7% |
| IDNA | ISHARES TRgenomics immun | $39,000 | 0.0% | 854 | 0.0% | 0.01% | 0.0% | |
| OXYWS | Buy | OCCIDENTAL PETE CORPw exp 08/03/202 | $36,000 | – | 3,001 | +300000.0% | 0.01% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $39,000 | – | 602 | +100.0% | 0.01% | – |
| XITK | SPDR SER TRfactst inv etf | $40,000 | -2.4% | 192 | 0.0% | 0.01% | -16.7% | |
| XLE | SELECT SECTOR SPDR TRenergy | $41,000 | +32.3% | 827 | 0.0% | 0.01% | +25.0% | |
| FLO | New | FLOWERS FOODS INC | $40,000 | – | 1,686 | +100.0% | 0.01% | – |
| MPC | MARATHON PETE CORP | $29,000 | +31.8% | 542 | 0.0% | 0.00% | +33.3% | |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $28,000 | +12.0% | 712 | +0.1% | 0.00% | +33.3% |
| DBEU | New | DBX ETF TRxtrack msci eurp | $27,000 | – | 846 | +100.0% | 0.00% | – |
| EFA | ISHARES TRmsci eafe etf | $31,000 | +3.3% | 407 | 0.0% | 0.00% | 0.0% | |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $29,000 | – | 700 | +100.0% | 0.00% | – |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $29,000 | +7.4% | 205 | +0.5% | 0.00% | 0.0% |
| NOC | NORTHROP GRUMMAN CORP | $27,000 | +3.8% | 84 | 0.0% | 0.00% | 0.0% | |
| KO | Buy | COCA COLA CO | $29,000 | -3.3% | 554 | +0.5% | 0.00% | 0.0% |
| PFGC | PERFORMANCE FOOD GROUP CO | $33,000 | +22.2% | 574 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $31,000 | +6.9% | 243 | 0.0% | 0.00% | 0.0% | |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $27,000 | – | 433 | +100.0% | 0.00% | – |
| TFI | Buy | SPDR SER TRnuveen brc munic | $28,000 | +133.3% | 550 | +144.4% | 0.00% | +100.0% |
| ZG | ZILLOW GROUP INCcl a | $32,000 | -5.9% | 247 | 0.0% | 0.00% | -20.0% | |
| HOG | HARLEY DAVIDSON INC | $30,000 | +7.1% | 752 | 0.0% | 0.00% | 0.0% | |
| ANTM | New | ANTHEM INC | $21,000 | – | 57 | +100.0% | 0.00% | – |
| GDX | VANECK VECTORS ETF TRgold miners etf | $19,000 | -9.5% | 571 | 0.0% | 0.00% | 0.0% | |
| RXI | New | ISHARES TRglb cns disc etf | $21,000 | – | 128 | +100.0% | 0.00% | – |
| SBUX | Buy | STARBUCKS CORP | $25,000 | +13.6% | 232 | +10.5% | 0.00% | 0.0% |
| WHR | Buy | WHIRLPOOL CORP | $23,000 | +27.8% | 103 | +1.0% | 0.00% | +50.0% |
| WM | WASTE MGMT INC DEL | $26,000 | +8.3% | 205 | 0.0% | 0.00% | 0.0% | |
| JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $22,000 | +4.8% | 366 | +0.3% | 0.00% | 0.0% |
| MO | Buy | ALTRIA GROUP INC | $20,000 | +25.0% | 382 | +0.3% | 0.00% | +50.0% |
| AEP | AMERICAN ELEC PWR CO INC | $21,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $24,000 | +41.2% | 434 | 0.0% | 0.00% | +50.0% | |
| KMI | Buy | KINDER MORGAN INC DEL | $19,000 | +18.8% | 1,169 | +1.7% | 0.00% | +50.0% |
| AVGO | BROADCOM INC | $22,000 | +4.8% | 48 | 0.0% | 0.00% | 0.0% | |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $23,000 | -4.2% | 487 | -0.6% | 0.00% | 0.0% |
| ARKK | ARK ETF TRinnovation etf | $20,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| NUAN | NUANCE COMMUNICATIONS INC | $21,000 | 0.0% | 473 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $23,000 | +9.5% | 360 | 0.0% | 0.00% | 0.0% | |
| GIS | Buy | GENERAL MLS INC | $26,000 | +85.7% | 425 | +77.1% | 0.00% | +50.0% |
| EMR | New | EMERSON ELEC CO | $23,000 | – | 256 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $20,000 | – | 30 | +100.0% | 0.00% | – |
| DOW | Buy | DOW INC | $14,000 | – | 219 | +2637.5% | 0.00% | – |
| DRE | New | DUKE REALTY CORP | $18,000 | – | 435 | +100.0% | 0.00% | – |
| MDLZ | MONDELEZ INTL INCcl a | $15,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $18,000 | +20.0% | 720 | 0.0% | 0.00% | 0.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $17,000 | +13.3% | 169 | 0.0% | 0.00% | 0.0% | |
| WKHS | Sell | WORKHORSE GROUP INC | $17,000 | -57.5% | 1,200 | -40.0% | 0.00% | -66.7% |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $16,000 | 0.0% | 488 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $16,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| GOLD | Buy | BARRICK GOLD CORP | $14,000 | +250.0% | 683 | +290.3% | 0.00% | +100.0% |
| ABT | New | ABBOTT LABS | $18,000 | – | 151 | +100.0% | 0.00% | – |
| ESGV | VANGUARD WORLD FDesg us stk etf | $17,000 | +6.2% | 225 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $15,000 | 0.0% | 246 | 0.0% | 0.00% | 0.0% | |
| APD | Sell | AIR PRODS & CHEMS INC | $12,000 | -14.3% | 42 | -16.0% | 0.00% | 0.0% |
| ESS | New | ESSEX PPTY TR INC | $14,000 | – | 50 | +100.0% | 0.00% | – |
| JPUS | Sell | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $14,000 | -58.8% | 155 | -62.2% | 0.00% | -60.0% |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $14,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| DHI | D R HORTON INC | $18,000 | +28.6% | 200 | 0.0% | 0.00% | 0.0% | |
| GM | New | GENERAL MTRS CO | $17,000 | – | 300 | +100.0% | 0.00% | – |
| QCOM | QUALCOMM INC | $13,000 | -13.3% | 101 | 0.0% | 0.00% | 0.0% | |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $13,000 | +8.3% | 139 | +0.7% | 0.00% | 0.0% |
| CRM | New | SALESFORCE COM INC | $12,000 | – | 55 | +100.0% | 0.00% | – |
| DCI | DONALDSON INC | $12,000 | +9.1% | 202 | 0.0% | 0.00% | 0.0% | |
| MTCH | New | MATCH GROUP INC NEW | $15,000 | – | 108 | +100.0% | 0.00% | – |
| MCD | MCDONALDS CORP | $12,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| MELI | New | MERCADOLIBRE INC | $12,000 | – | 8 | +100.0% | 0.00% | – |
| SHE | SPDR SER TRssga gnder etf | $17,000 | +6.2% | 180 | 0.0% | 0.00% | 0.0% | |
| GWW | GRAINGER W W INC | $16,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTDsponsored adr | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% | |
| SIVR | ABERDEEN STD SILVER ETF TR | $4,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% | |
| AQN | New | ALGONQUIN PWR UTILS CORP | $10,000 | – | 608 | +100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $5,000 | +25.0% | 105 | 0.0% | 0.00% | 0.0% | |
| AIT | APPLIED INDL TECHNOLOGIES IN | $9,000 | +12.5% | 103 | 0.0% | 0.00% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| BE | BLOOM ENERGY CORP | $10,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $6,000 | +20.0% | 23 | 0.0% | 0.00% | 0.0% | |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $10,000 | – | 275 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORPunit 99/99/9999 | $7,000 | +16.7% | 273 | 0.0% | 0.00% | 0.0% | |
| CRNC | CERENCE INC | $5,000 | -16.7% | 59 | 0.0% | 0.00% | 0.0% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $9,000 | – | 6 | +100.0% | 0.00% | – |
| ED | New | CONSOLIDATED EDISON INC | $5,000 | – | 61 | +100.0% | 0.00% | – |
| DNMR | New | DANIMER SCIENTIFIC INC | $5,000 | – | 128 | +100.0% | 0.00% | – |
| DRI | DARDEN RESTAURANTS INC | $6,000 | +20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC | $10,000 | -16.7% | 120 | 0.0% | 0.00% | -50.0% | |
| DE | DEERE & CO | $6,000 | +50.0% | 15 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $7,000 | +16.7% | 79 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW | $4,000 | +33.3% | 201 | 0.0% | 0.00% | – | |
| DISH | DISH NETWORK CORPORATIONcl a | $11,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% | |
| DKNG | New | DRAFTKINGS INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| DUK | New | DUKE ENERGY CORP NEW | $6,000 | – | 61 | +100.0% | 0.00% | – |
| E | ENI S P Asponsored adr | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $5,000 | – | 200 | +100.0% | 0.00% | – |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $11,000 | 0.0% | 181 | 0.0% | 0.00% | -50.0% | |
| F | FORD MTR CO DEL | $4,000 | +33.3% | 352 | 0.0% | 0.00% | – | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GRCL | New | GRACELL BIOTECHNOLOGIES INCsponsored ads | $5,000 | – | 333 | +100.0% | 0.00% | – |
| HP | HELMERICH & PAYNE INC | $6,000 | +20.0% | 207 | 0.0% | 0.00% | 0.0% | |
| HON | HONEYWELL INTL INC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $6,000 | +20.0% | 27 | 0.0% | 0.00% | 0.0% | |
| IXN | ISHARES TRglobal tech etf | $4,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $10,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| REET | Buy | ISHARES TRglobal reit etf | $8,000 | +14.3% | 300 | +1.0% | 0.00% | 0.0% |
| LEVI | Buy | LEVI STRAUSS & CO NEW | $10,000 | +25.0% | 401 | +0.2% | 0.00% | 0.0% |
| MGM | MGM RESORTS INTERNATIONAL | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – | |
| MRO | MARATHON OIL CORP | $6,000 | +50.0% | 542 | 0.0% | 0.00% | 0.0% | |
| MA | New | MASTERCARD INCORPORATEDcl a | $4,000 | – | 10 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC | $5,000 | – | 40 | +100.0% | 0.00% | – |
| NSC | NORFOLK SOUTHN CORP | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| O | New | REALTY INCOME CORP | $7,000 | – | 104 | +100.0% | 0.00% | – |
| RLY | SSGA ACTIVE ETF TRmult ass rlrtn | $9,000 | +12.5% | 336 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $6,000 | +20.0% | 244 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTAL SEsponsored ads | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| UNP | UNION PAC CORP | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $5,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| VIAC | New | VIACOMCBS INCcl b | $5,000 | – | 102 | +100.0% | 0.00% | – |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $7,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% | |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $9,000 | -30.8% | 210 | -32.3% | 0.00% | -50.0% |
| XPER | XPERI HOLDING CORP | $6,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% | |
| ADNT | ADIENT PLC | $8,000 | +14.3% | 190 | 0.0% | 0.00% | 0.0% | |
| CMRE | New | COSTAMARE INC | $10,000 | – | 1,028 | +100.0% | 0.00% | – |
| SNN | SMITH & NEPHEW PLCspdn adr new | $0 | – | 1 | 0.0% | 0.00% | – | |
| SNY | SANOFIsponsored adr | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| RIO | New | RIO TINTO PLCsponsored adr | $0 | – | 0 | +100.0% | 0.00% | – |
| RTX | RAYTHEON TECHNOLOGIES CORP | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| OTIS | OTIS WORLDWIDE CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – | |
| NLOK | NORTONLIFELOCK INC | $2,000 | 0.0% | 74 | 0.0% | 0.00% | – | |
| NWL | NEWELL BRANDS INC | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,000 | -75.0% | 10 | -66.7% | 0.00% | -100.0% |
| LUMN | New | LUMEN TECHNOLOGIES INC | $3,000 | – | 205 | +100.0% | 0.00% | – |
| KHC | KRAFT HEINZ CO | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| RA | Exit | BROOKFIELD REAL ASSETS INCOM | $0 | – | -44 | -100.0% | 0.00% | – |
| KMB | KIMBERLY-CLARK CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $3,000 | – | 91 | +100.0% | 0.00% | – |
| XT | New | ISHARES TRexponential tech | $0 | – | 0 | +100.0% | 0.00% | – |
| EEM | ISHARES TRmsci emg mkt etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| PI | New | IMPINJ INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
| EDOC | New | GLOBAL X FDStelmdc&dig etf | $1,000 | – | 46 | +100.0% | 0.00% | – |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $0 | -100.0% | 10 | -95.2% | 0.00% | -100.0% |
| ES | EVERSOURCE ENERGY | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| EQC | EQUITY COMWLTH | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| TEN | TENNECO INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| THC | TENET HEALTHCARE CORP | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| SNV | SYNOVUS FINL CORP | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| SFIX | STITCH FIX INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $0 | – | 1 | 0.0% | 0.00% | – | |
| SPD | New | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $1,000 | – | 36 | +100.0% | 0.00% | – |
| VTRS | Sell | VIATRIS INC | $2,000 | 0.0% | 120 | -4.8% | 0.00% | – |
| KODK | EASTMAN KODAK CO | $2,000 | 0.0% | 230 | 0.0% | 0.00% | – | |
| DD | DUPONT DE NEMOURS INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $3,000 | +50.0% | 34 | 0.0% | 0.00% | – | |
| DRVN | New | DRIVEN BRANDS HLDGS INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| DEO | DIAGEO PLCspon adr new | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CAG | CONAGRA BRANDS INC | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| ERC | WELLS FARGO ADV MULTI SCTR I | $0 | – | 2 | 0.0% | 0.00% | – | |
| CLX | CLOROX CO DEL | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| REM | Exit | ISHARES TRmortge rel etf | $0 | – | -25 | -100.0% | 0.00% | – |
| C | CITIGROUP INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| XSOE | New | WISDOMTREE TRem ex st-owned | $3,000 | – | 68 | +100.0% | 0.00% | – |
| CAT | CATERPILLAR INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CARR | CARRIER GLOBAL CORPORATION | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WOR | WORTHINGTON INDS INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| XL | New | XL FLEET CORP | $1,000 | – | 158 | +100.0% | 0.00% | – |
| XHR | XENIA HOTELS & RESORTS INC | $2,000 | +100.0% | 96 | 0.0% | 0.00% | – | |
| BANF | BANCFIRST CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| AINV | New | APOLLO INVT CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| AMGN | New | AMGEN INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ALKS | ALKERMES PLC | $0 | – | 20 | 0.0% | 0.00% | – | |
| AMX | AMERICA MOVIL SAB DE CV | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| AMC | Sell | AMC ENTMT HLDGS INC | $1,000 | – | 100 | -50.0% | 0.00% | – |
| ACES | New | ALPS ETF TRclean energy | $3,000 | – | 33 | +100.0% | 0.00% | – |
| AFL | AFLAC INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| BA | Exit | BOEING CO | $0 | – | -10 | -100.0% | 0.00% | – |
| HTZGQ | Exit | HERTZ GLOBAL HLDGS INC | $0 | – | -750 | -100.0% | 0.00% | – |
| AIGWS | Exit | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 0 | +100.0% | 0.00% | – |
| FENY | Exit | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | -100 | -100.0% | 0.00% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1 | -100.0% | 0.00% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -205 | -100.0% | 0.00% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -143 | -100.0% | -0.00% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -142 | -100.0% | -0.00% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -608 | -100.0% | -0.00% | – |
| M | Exit | MACYS INC | $0 | – | -1,475 | -100.0% | -0.00% | – |
| SUPN | Exit | SUPERNUS PHARMACEUTICALS INC | $0 | – | -1,492 | -100.0% | -0.01% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -255 | -100.0% | -0.01% | – |
| MPLX | Exit | MPLX LP | $0 | – | -17,729 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Pimco Etf Tr Enhanced Short | 42 | Q3 2023 | 20.6% |
| VANGUARD SHORT-TERM BOND INDEX ETF | 42 | Q3 2023 | 12.9% |
| VANGUARD VALUE INDEX ETF | 42 | Q3 2023 | 9.0% |
| Ishares Tr S&P 500 Index Fd | 42 | Q3 2023 | 7.9% |
| Ishares Tr Msci Acwiindex Fd | 42 | Q3 2023 | 23.4% |
| Vanguard Specializedportfolios Div | 42 | Q3 2023 | 7.4% |
| Ishares TRUST Core Msci Total Intl Stk E | 42 | Q3 2023 | 10.4% |
| Vanguard Index Fds Vanguard Growth | 42 | Q3 2023 | 3.7% |
| Autozone Inc Nev | 42 | Q3 2023 | 6.2% |
| VANGUARD LARGE-CAP INDEX ETF | 42 | Q3 2023 | 4.4% |
View TD Capital Management LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TD Capital Management LLC | November 10, 2015 | 10 | 12.0% |
| TD Capital Management LLC | February 05, 2015 | ? | ? |
| TD Capital Management LLC | September 30, 2014 | ? | ? |
View TD Capital Management LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-18 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-09 |
View TD Capital Management 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.