$1.09 Billion is the total value of NATIONAL PLANNING CORP's 620 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 16.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $36,976,000 | +104.1% | 175,773 | +102.5% | 3.40% | +108.7% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $32,398,000 | +157.3% | 281,671 | +146.4% | 2.98% | +163.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $26,341,000 | +325.4% | 220,706 | +316.0% | 2.42% | +335.4% |
| AAPL | Buy | APPLE INC | $23,178,000 | +7.7% | 189,987 | +0.2% | 2.13% | +10.2% |
| CVX | Buy | CHEVRON CORP NEW | $20,147,000 | +15.2% | 208,197 | +2.2% | 1.85% | +17.8% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $19,879,000 | -4.1% | 520,947 | +0.5% | 1.83% | -1.9% |
| IYR | Buy | ISHARES TRu.s. real es etf | $19,181,000 | +1331.4% | 252,577 | +1318.2% | 1.76% | +1369.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $17,340,000 | +71.0% | 159,344 | +71.9% | 1.59% | +74.7% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $16,947,000 | +2.7% | 212,104 | +3.0% | 1.56% | +5.0% |
| PG | Buy | PROCTER & GAMBLE CO | $14,793,000 | +2.7% | 191,972 | +1.6% | 1.36% | +4.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $12,510,000 | +31.0% | 115,901 | +30.8% | 1.15% | +34.0% |
| XOM | Buy | EXXON MOBIL CORP | $10,526,000 | +21.8% | 122,421 | +9.8% | 0.97% | +24.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $9,804,000 | +12.7% | 135,632 | +17.3% | 0.90% | +15.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $8,759,000 | -1.4% | 59,866 | +0.6% | 0.80% | +0.8% |
| PEP | Buy | PEPSICO INC | $8,436,000 | +2.7% | 83,844 | +0.7% | 0.78% | +5.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,364,000 | -2.0% | 60,863 | +1.8% | 0.77% | +0.3% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $8,191,000 | +4.8% | 104,109 | +3.2% | 0.75% | +7.3% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $8,172,000 | +58.0% | 45,744 | +54.0% | 0.75% | +61.5% |
| TLT | Buy | ISHARES TR20+ yr tr bd etf | $8,073,000 | +1970.0% | 66,673 | +2035.6% | 0.74% | +2020.0% |
| MNKKQ | Buy | MALLINCKRODT PUB LTD CO | $7,552,000 | -30.7% | 106,930 | +0.4% | 0.69% | -29.2% |
| T | Buy | AT&T INC | $6,567,000 | +0.8% | 196,149 | +4.3% | 0.60% | +2.9% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $6,075,000 | +37.8% | 123,517 | +38.8% | 0.56% | +40.9% |
| MO | Buy | ALTRIA GROUP INC | $6,064,000 | +4.2% | 104,491 | +0.0% | 0.56% | +6.5% |
| IBB | Buy | ISHARES TRnasdq biotec etf | $6,033,000 | +6.2% | 17,869 | +15.5% | 0.55% | +8.4% |
| SGEN | Buy | SEATTLE GENETICS INC | $5,884,000 | -1.2% | 132,885 | +0.4% | 0.54% | +1.1% |
| GE | Buy | GENERAL ELECTRIC CO | $5,617,000 | +16.9% | 190,144 | +1.7% | 0.52% | +19.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $5,419,000 | -8.5% | 38,260 | +0.5% | 0.50% | -6.4% |
| MMM | Buy | 3M CO | $5,404,000 | +9.5% | 34,009 | +2.4% | 0.50% | +12.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $5,368,000 | +4.4% | 52,656 | +1.4% | 0.49% | +6.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,213,000 | -3.1% | 145,853 | +1.2% | 0.48% | -1.0% |
| MOAT | Buy | MARKET VECTORS ETF TRmkt vectr wide | $5,196,000 | +4.9% | 170,713 | +6.2% | 0.48% | +7.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,073,000 | +5.1% | 43,919 | +5.2% | 0.47% | +7.4% |
| MBB | Buy | ISHARES TRmbs etf | $4,954,000 | +266.4% | 45,480 | +267.6% | 0.46% | +276.0% |
| ALFA | Buy | ETF SER SOLUTIONSalpclone alter | $4,899,000 | -9.1% | 128,085 | +7.1% | 0.45% | -7.0% |
| SHY | Buy | ISHARES TR1-3 yr tr bd etf | $4,885,000 | +89.5% | 57,720 | +89.9% | 0.45% | +93.5% |
| BX | Buy | BLACKSTONE GROUP L P | $4,883,000 | -3.6% | 144,683 | +8.3% | 0.45% | -1.3% |
| SBUX | Buy | STARBUCKS CORP | $4,831,000 | +17.5% | 77,967 | +6.9% | 0.44% | +20.3% |
| ICPT | Buy | INTERCEPT PHARMACEUTICALS IN | $4,725,000 | -21.4% | 25,580 | +0.9% | 0.43% | -19.6% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $4,635,000 | +2.8% | 57,642 | +1.1% | 0.43% | +5.2% |
| DIS | Buy | DISNEY WALT CO | $4,514,000 | +10.5% | 39,859 | +5.4% | 0.42% | +13.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,380,000 | -0.7% | 94,930 | +2.5% | 0.40% | +1.8% |
| MSFT | Buy | MICROSOFT CORP | $4,062,000 | +22.2% | 74,668 | +4.3% | 0.37% | +24.7% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $3,896,000 | +6.9% | 30,573 | +5.7% | 0.36% | +9.5% |
| FSK | Buy | FS INVT CORP | $3,564,000 | +0.9% | 363,647 | +4.8% | 0.33% | +3.5% |
| BA | Buy | BOEING CO | $3,525,000 | +16.6% | 23,786 | +13.3% | 0.32% | +19.1% |
| INTC | Buy | INTEL CORP | $3,491,000 | +19.6% | 102,229 | +1.5% | 0.32% | +22.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,489,000 | +4.2% | 27,963 | +7.0% | 0.32% | +6.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,466,000 | +0.7% | 63,267 | +3.3% | 0.32% | +3.2% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,328,000 | -1.9% | 96,244 | +0.7% | 0.31% | +0.3% |
| SHM | Buy | SPDR SERIES TRUSTnuvn br sht muni | $3,181,000 | +2.3% | 130,354 | +2.0% | 0.29% | +4.7% |
| RWR | Buy | SPDR SERIES TRUSTdj reit etf | $3,138,000 | +145.0% | 34,211 | +139.9% | 0.29% | +150.4% |
| PDP | Buy | POWERSHARES ETF TRUSTdwa momentum ptf | $3,133,000 | +13.8% | 73,014 | +15.4% | 0.29% | +16.6% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $3,088,000 | -0.3% | 23,150 | +5.4% | 0.28% | +2.2% |
| ILCV | Buy | ISHARES TRmrngstr lg-cp vl | $3,056,000 | +5.7% | 36,282 | +5.2% | 0.28% | +8.1% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $3,019,000 | +2.5% | 37,097 | +3.0% | 0.28% | +4.5% |
| KMB | Buy | KIMBERLY CLARK CORP | $2,761,000 | +4.6% | 23,037 | +1.8% | 0.25% | +7.2% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $2,760,000 | +2.8% | 21,601 | +5.4% | 0.25% | +5.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,668,000 | +51.1% | 23,104 | +51.6% | 0.24% | +54.1% |
| ETP | Buy | ENERGY TRANSFER PRTNRS L Punit ltd partn | $2,620,000 | -2.7% | 59,023 | +3.8% | 0.24% | -0.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,585,000 | +5.3% | 35,933 | +10.2% | 0.24% | +7.7% |
| GLD | Buy | SPDR GOLD TRUST | $2,570,000 | +4.2% | 24,249 | +4.5% | 0.24% | +6.3% |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $2,499,000 | +13.8% | 19,988 | +27.2% | 0.23% | +16.8% |
| FB | Buy | FACEBOOK INCcl a | $2,505,000 | +21.8% | 24,101 | +9.7% | 0.23% | +24.3% |
| IHE | Buy | ISHARES TRu.s. pharma etf | $2,419,000 | +29.6% | 15,100 | +41.7% | 0.22% | +32.1% |
| DLN | Buy | WISDOMTREE TRlargecap divid | $2,406,000 | +6.0% | 32,830 | +4.9% | 0.22% | +8.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $2,365,000 | +4.0% | 47,209 | +3.6% | 0.22% | +6.4% |
| CVS | Buy | CVS HEALTH CORP | $2,336,000 | -7.9% | 23,464 | +0.0% | 0.22% | -5.7% |
| PJP | Buy | POWERSHARES ETF TRUSTdyn phrma port | $2,331,000 | +14.3% | 32,132 | +26.3% | 0.21% | +16.9% |
| AMZN | Buy | AMAZON COM INC | $2,330,000 | +59.9% | 3,635 | +31.6% | 0.21% | +63.4% |
| GILD | Buy | GILEAD SCIENCES INC | $2,299,000 | +3.9% | 21,095 | +10.2% | 0.21% | +6.0% |
| VER | New | VEREIT INC | $2,275,000 | – | 266,118 | +100.0% | 0.21% | – |
| BP | Buy | BP PLCsponsored adr | $2,113,000 | +13.1% | 58,120 | +12.1% | 0.19% | +15.5% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,111,000 | +620.5% | 18,503 | +568.7% | 0.19% | +646.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,059,000 | -4.1% | 44,966 | +0.4% | 0.19% | -2.1% |
| MTUM | Buy | ISHARES TRmsci usamomfct | $2,040,000 | +20.6% | 27,772 | +19.6% | 0.19% | +23.0% |
| IGSB | Buy | ISHARES TR1-3 yr cr bd etf | $2,021,000 | +59.4% | 19,256 | +59.6% | 0.19% | +63.2% |
| IXN | Buy | ISHARES TRglobal tech etf | $2,000,000 | +7.5% | 19,673 | +1.0% | 0.18% | +10.2% |
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $1,972,000 | +2.5% | 24,777 | +3.3% | 0.18% | +4.6% |
| HYLS | Buy | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $1,950,000 | +755.3% | 39,856 | +771.6% | 0.18% | +795.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,889,000 | -3.5% | 21,599 | +2.6% | 0.17% | -1.1% |
| FFC | Buy | FLAHERTY&CRMN PFD SEC INCOM | $1,886,000 | +11.1% | 93,721 | +2.4% | 0.17% | +13.1% |
| SIGI | New | SELECTIVE INS GROUP INC | $1,828,000 | – | 51,055 | +100.0% | 0.17% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $1,820,000 | +23.7% | 20,664 | +20.1% | 0.17% | +26.5% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,796,000 | +17.9% | 27,252 | +17.8% | 0.16% | +20.4% |
| MIC | New | MACQUARIE INFRASTRUCTURE COR | $1,784,000 | – | 22,362 | +100.0% | 0.16% | – |
| PFF | Buy | ISHARES TRu.s. pfd stk etf | $1,775,000 | +45.9% | 45,177 | +46.4% | 0.16% | +49.5% |
| CALM | New | CAL MAINE FOODS INC | $1,759,000 | – | 31,644 | +100.0% | 0.16% | – |
| TM | Buy | TOYOTA MOTOR CORP | $1,762,000 | +354.1% | 14,262 | +373.7% | 0.16% | +362.9% |
| VTA | Buy | INVESCO DYNAMIC CR OPP FD | $1,747,000 | +5.4% | 160,527 | +10.2% | 0.16% | +8.1% |
| MAC | Buy | MACERICH CO | $1,749,000 | +245.0% | 20,609 | +224.8% | 0.16% | +250.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,744,000 | +11.1% | 11,097 | +3.2% | 0.16% | +13.5% |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $1,708,000 | – | 29,649 | +100.0% | 0.16% | – |
| TIP | Buy | ISHARES TRtips bd etf | $1,684,000 | -0.8% | 15,234 | +0.9% | 0.16% | +1.3% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,680,000 | +83.2% | 33,345 | +83.3% | 0.15% | +87.8% |
| KO | Buy | COCA COLA CO | $1,669,000 | +7.3% | 39,774 | +6.1% | 0.15% | +9.3% |
| EEP | Buy | ENBRIDGE ENERGY PARTNERS L P | $1,663,000 | -0.6% | 61,199 | +0.5% | 0.15% | +2.0% |
| NP | Buy | NEENAH PAPER INC | $1,646,000 | +263.4% | 23,845 | +223.1% | 0.15% | +268.3% |
| IWR | Buy | ISHARES TRrus mid-cap etf | $1,637,000 | +8.3% | 9,798 | +10.3% | 0.15% | +10.3% |
| AXS | New | AXIS CAPITAL HOLDINGS LTD | $1,587,000 | – | 28,940 | +100.0% | 0.15% | – |
| SO | Buy | SOUTHERN CO | $1,586,000 | +42.4% | 34,634 | +42.7% | 0.15% | +46.0% |
| EEMV | Buy | ISHARESem mk minvol etf | $1,562,000 | +19.6% | 29,450 | +21.6% | 0.14% | +23.1% |
| FXI | Buy | ISHARES TRchina lg-cap etf | $1,502,000 | +1.9% | 38,402 | +6.5% | 0.14% | +4.5% |
| CLX | Buy | CLOROX CO DEL | $1,503,000 | +24.4% | 12,099 | +17.8% | 0.14% | +26.6% |
| CAT | Buy | CATERPILLAR INC DEL | $1,484,000 | -1.4% | 19,910 | +3.3% | 0.14% | +0.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,456,000 | +1.3% | 16,304 | +3.6% | 0.13% | +3.9% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,432,000 | +1.7% | 13,647 | +2.7% | 0.13% | +3.9% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $1,399,000 | +9.6% | 101,092 | +17.0% | 0.13% | +12.2% |
| AMGN | Buy | AMGEN INC | $1,362,000 | +30.6% | 8,414 | +36.0% | 0.12% | +33.0% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $1,351,000 | +0.6% | 93,969 | +2.4% | 0.12% | +2.5% |
| RAI | Buy | REYNOLDS AMERICAN INC | $1,312,000 | +4.6% | 28,697 | +97.5% | 0.12% | +7.1% |
| EIX | Buy | EDISON INTL | $1,274,000 | +3.7% | 20,949 | +0.5% | 0.12% | +6.4% |
| SPLV | Buy | POWERSHARES ETF TR IIs&p500 low vol | $1,263,000 | +1.7% | 32,828 | +1.4% | 0.12% | +3.6% |
| RSX | Buy | MARKET VECTORS ETF TRrussia etf | $1,266,000 | +6.7% | 73,066 | +2.4% | 0.12% | +8.4% |
| VTR | Buy | VENTAS INC | $1,259,000 | -20.6% | 23,568 | +0.3% | 0.12% | -18.9% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $1,219,000 | +6.3% | 17,746 | +6.0% | 0.11% | +8.7% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $1,212,000 | +166.4% | 10,945 | +165.4% | 0.11% | +170.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,199,000 | +26.6% | 10,237 | +26.2% | 0.11% | +29.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,179,000 | +6.4% | 32,988 | +7.5% | 0.11% | +8.0% |
| FRI | Buy | FIRST TR S&P REIT INDEX FD | $1,178,000 | +5.5% | 53,035 | +3.5% | 0.11% | +8.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,137,000 | +0.8% | 22,859 | +1.6% | 0.10% | +3.0% |
| GNTX | New | GENTEX CORP | $1,120,000 | – | 67,598 | +100.0% | 0.10% | – |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $1,113,000 | +22.3% | 17,325 | +1.6% | 0.10% | +24.4% |
| IEP | Buy | ICAHN ENTERPRISES LPdepositary unit | $1,087,000 | +7.0% | 13,821 | +3.7% | 0.10% | +9.9% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,082,000 | +13.9% | 9,624 | +8.6% | 0.10% | +16.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,077,000 | -0.9% | 11,333 | +1.3% | 0.10% | +1.0% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPP FD | $1,070,000 | +5.4% | 56,270 | +4.2% | 0.10% | +7.7% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $1,063,000 | -0.7% | 19,472 | +8.0% | 0.10% | +2.1% |
| ETN | Buy | EATON CORP PLC | $1,042,000 | -0.2% | 18,367 | +5.8% | 0.10% | +2.1% |
| PGX | Buy | POWERSHARES GLOBAL ETF TRUSTagg pfd port | $1,046,000 | +131.4% | 70,452 | +130.0% | 0.10% | +134.1% |
| IYJ | Buy | ISHARES TRu.s. inds etf | $1,029,000 | +320.0% | 9,696 | +315.6% | 0.10% | +331.8% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,014,000 | +3.5% | 9,774 | +6.6% | 0.09% | +5.7% |
| VGR | Buy | VECTOR GROUP LTD | $991,000 | +1.5% | 42,615 | +8.8% | 0.09% | +3.4% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $963,000 | -2.7% | 17,850 | +3.8% | 0.09% | -1.1% |
| GIS | Buy | GENERAL MLS INC | $957,000 | +5.3% | 16,712 | +8.7% | 0.09% | +7.3% |
| HAL | Buy | HALLIBURTON CO | $935,000 | +36.9% | 23,847 | +46.4% | 0.09% | +41.0% |
| NAV | Buy | NAVISTAR INTL CORP NEW | $933,000 | +164.3% | 71,000 | +255.0% | 0.09% | +168.8% |
| USB | Buy | US BANCORP DEL | $916,000 | -4.7% | 21,499 | +1.6% | 0.08% | -2.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $912,000 | +169.0% | 11,245 | +159.6% | 0.08% | +180.0% |
| DRW | Buy | WISDOMTREE TRglb ex us rl est | $905,000 | +3.0% | 32,864 | +5.3% | 0.08% | +5.1% |
| IEF | Buy | ISHARES TR7-10 y tr bd etf | $908,000 | +305.4% | 8,552 | +308.0% | 0.08% | +315.0% |
| XRT | Buy | SPDR SERIES TRUSTs&p retail etf | $904,000 | -7.0% | 19,486 | +94.1% | 0.08% | -4.6% |
| ICF | Buy | ISHARES TRcohen&steer reit | $897,000 | +87.7% | 9,139 | +83.5% | 0.08% | +90.7% |
| OILNF | New | BARCLAYS BK PLCipsp croil etn | $880,000 | – | 101,465 | +100.0% | 0.08% | – |
| PHT | Buy | PIONEER HIGH INCOME TR | $885,000 | -0.1% | 81,686 | +1.2% | 0.08% | +1.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $865,000 | -1.6% | 4,513 | +3.6% | 0.08% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $865,000 | +0.7% | 8,368 | +2.6% | 0.08% | +2.6% |
| NVO | Buy | NOVO-NORDISK A Sadr | $842,000 | -3.4% | 15,714 | +3.3% | 0.08% | -1.3% |
| DBL | Buy | DOUBLELINE OPPORTUNISTIC CR | $838,000 | +7.0% | 33,142 | +1.7% | 0.08% | +10.0% |
| GM | Buy | GENERAL MTRS CO | $831,000 | +34.2% | 23,463 | +16.9% | 0.08% | +35.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $816,000 | +9.4% | 9,378 | +2.3% | 0.08% | +11.9% |
| BKCC | Buy | BLACKROCK CAPITAL INVESTMENT | $818,000 | +321.6% | 86,575 | +322.3% | 0.08% | +341.2% |
| CELG | Buy | CELGENE CORP | $814,000 | +10.9% | 6,398 | +14.0% | 0.08% | +13.6% |
| WM | Buy | WASTE MGMT INC DEL | $808,000 | +11.6% | 14,918 | +6.2% | 0.07% | +13.8% |
| PPL | Buy | PPL CORP | $804,000 | +24.1% | 23,281 | +17.4% | 0.07% | +27.6% |
| SMH | Buy | MARKET VECTORS ETF TRsemiconductor | $797,000 | +11.8% | 14,356 | +3.9% | 0.07% | +14.1% |
| IYZ | New | ISHARES TR | $782,000 | – | 25,931 | +100.0% | 0.07% | – |
| MUB | New | ISHARES TRnat amt free bd | $760,000 | – | 6,956 | +100.0% | 0.07% | – |
| NAD | Buy | NUVEEN DIVID ADVANTAGE MUN F | $762,000 | +2.8% | 53,949 | +0.0% | 0.07% | +4.5% |
| LTC | Buy | LTC PPTYS INC | $752,000 | +1.3% | 17,426 | +0.8% | 0.07% | +3.0% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $756,000 | +13.7% | 2,774 | +3.2% | 0.07% | +15.0% |
| NFLX | Buy | NETFLIX INC | $753,000 | +2.2% | 6,600 | +9.9% | 0.07% | +4.5% |
| KTF | Buy | DEUTSCHE MUN INCOME | $736,000 | +365.8% | 54,038 | +334.5% | 0.07% | +385.7% |
| QCOM | Buy | QUALCOMM INC | $721,000 | -3.5% | 11,959 | +0.1% | 0.07% | -1.5% |
| AEP | Buy | AMERICAN ELEC PWR INC | $702,000 | +26.7% | 12,376 | +27.1% | 0.06% | +30.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $696,000 | -5.7% | 5,037 | +0.1% | 0.06% | -3.0% |
| O | Buy | REALTY INCOME CORP | $694,000 | +12.8% | 14,028 | +8.2% | 0.06% | +16.4% |
| BPL | Buy | BUCKEYE PARTNERS L Punit ltd partn | $688,000 | +30.6% | 10,089 | +33.3% | 0.06% | +34.0% |
| USO | Buy | UNITED STATES OIL FUND LPunits | $688,000 | +71.6% | 46,311 | +67.4% | 0.06% | +75.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $672,000 | -1.3% | 11,925 | +3.3% | 0.06% | +1.6% |
| BOND | Buy | PIMCO ETF TRttl rtn actv etf | $667,000 | +76.0% | 6,296 | +78.8% | 0.06% | +79.4% |
| DEO | Buy | DIAGEO P L Cspon adr new | $666,000 | +38.5% | 5,736 | +34.0% | 0.06% | +41.9% |
| XLE | Buy | SELECT SECTOR SPDR TRsbi int-energy | $662,000 | +8.9% | 9,357 | +6.6% | 0.06% | +10.9% |
| SPDW | Buy | SPDR INDEX SHS FDSs&p wrld ex us | $653,000 | -1.4% | 24,105 | +2.8% | 0.06% | +1.7% |
| SNY | Buy | SANOFIsponsored adr | $640,000 | +6.8% | 12,761 | +15.9% | 0.06% | +9.3% |
| HEWJ | Buy | ISHARES TRhdg msci japan | $645,000 | -6.5% | 21,481 | +0.9% | 0.06% | -4.8% |
| D | Buy | DOMINION RES INC VA NEW | $646,000 | +26.7% | 9,150 | +30.4% | 0.06% | +28.3% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $633,000 | +21.3% | 10,919 | +11.0% | 0.06% | +23.4% |
| BIIB | Buy | BIOGEN INC | $631,000 | +9.9% | 2,127 | +16.6% | 0.06% | +11.5% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $635,000 | -8.1% | 5,087 | +0.0% | 0.06% | -6.5% |
| BKN | Buy | BLACKROCK INVT QUALITY MUN T | $597,000 | +9.9% | 39,000 | +8.3% | 0.06% | +12.2% |
| AFL | Buy | AFLAC INC | $590,000 | +2.6% | 9,189 | +2.6% | 0.05% | +3.8% |
| FDX | Buy | FEDEX CORP | $590,000 | -2.8% | 3,708 | +2.8% | 0.05% | -1.8% |
| IUSV | Buy | ISHARES TRcore us val etf | $589,000 | +20.7% | 4,442 | +21.3% | 0.05% | +22.7% |
| MORE | Buy | MONOGRAM RESIDENTIAL TR INC | $585,000 | +6.9% | 59,437 | +4.1% | 0.05% | +10.2% |
| OASPQ | Buy | OASIS PETE INC NEW | $590,000 | +20.2% | 47,426 | +6.2% | 0.05% | +22.7% |
| PSA | Buy | PUBLIC STORAGE | $580,000 | +20.1% | 2,504 | +8.5% | 0.05% | +23.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $578,000 | -2.7% | 7,798 | +6.9% | 0.05% | 0.0% |
| CSG | Buy | CHAMBERS STR PPTYS | $563,000 | +1.3% | 76,268 | +0.8% | 0.05% | +4.0% |
| EMR | Buy | EMERSON ELEC CO | $545,000 | +5.8% | 10,975 | +4.3% | 0.05% | +8.7% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $532,000 | +19.8% | 4,274 | +19.7% | 0.05% | +22.5% |
| IUSG | Buy | ISHARES TRcore us grw etf | $530,000 | +22.7% | 6,369 | +21.7% | 0.05% | +25.6% |
| LJPC | Buy | LA JOLLA PHARMACEUTICAL CO | $533,000 | +19.5% | 18,650 | +2.2% | 0.05% | +22.5% |
| EMN | Buy | EASTMAN CHEM CO | $527,000 | +10.0% | 7,388 | +19.6% | 0.05% | +11.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $524,000 | +59.3% | 2,813 | +48.3% | 0.05% | +60.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $511,000 | +6.5% | 47,819 | +6.8% | 0.05% | +9.3% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $511,000 | +5.6% | 7,091 | +7.4% | 0.05% | +9.3% |
| PCY | Buy | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $497,000 | +18.6% | 17,620 | +15.9% | 0.05% | +21.1% |
| RAD | Buy | RITE AID CORP | $497,000 | -4.2% | 62,718 | +6.9% | 0.05% | -2.1% |
| TIER | New | TIER REIT INC | $493,000 | – | 33,967 | +100.0% | 0.04% | – |
| FXD | Buy | FIRST TR EXCHANGE TRADED FDconsumr discre | $485,000 | +3.2% | 13,555 | +5.8% | 0.04% | +7.1% |
| KHC | New | KRAFT HEINZ CO | $481,000 | – | 6,340 | +100.0% | 0.04% | – |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $483,000 | +4.5% | 4,918 | +4.0% | 0.04% | +4.8% |
| AOM | Buy | ISHARESmodert alloc etf | $468,000 | 0.0% | 13,461 | +0.9% | 0.04% | +2.4% |
| PDM | Buy | PIEDMONT OFFICE REALTY TR IN | $473,000 | +12.4% | 24,049 | +3.8% | 0.04% | +13.2% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $453,000 | +8.6% | 8,326 | +17.9% | 0.04% | +13.5% |
| HCP | Buy | HCP INC | $462,000 | -2.7% | 12,788 | +2.4% | 0.04% | -2.3% |
| LGF | Buy | LIONS GATE ENTMNT CORP | $451,000 | +5.4% | 11,617 | +3.2% | 0.04% | +7.9% |
| CHD | Buy | CHURCH & DWIGHT INC | $439,000 | +1.2% | 5,233 | +6.6% | 0.04% | +2.6% |
| REM | Buy | ISHARES TRmrg rl es cp etf | $431,000 | -4.9% | 43,025 | +1.4% | 0.04% | -2.4% |
| DON | Buy | WISDOMTREE TRmidcap divi fd | $439,000 | +10.6% | 5,247 | +10.6% | 0.04% | +11.1% |
| PYPL | New | PAYPAL HLDGS INC | $430,000 | – | 11,439 | +100.0% | 0.04% | – |
| EFAV | New | ISHARES TReafe min vol etf | $428,000 | – | 6,490 | +100.0% | 0.04% | – |
| WAB | Buy | WABTEC CORP | $422,000 | -17.3% | 5,276 | +2.5% | 0.04% | -15.2% |
| FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $417,000 | +12.7% | 5,485 | +7.1% | 0.04% | +15.2% |
| LUV | Buy | SOUTHWEST AIRLS CO | $411,000 | +80.3% | 8,804 | +48.2% | 0.04% | +90.0% |
| GSG | Buy | ISHARES S&P GSCI COMMODITY Iunit ben int | $411,000 | +22.3% | 24,209 | +27.4% | 0.04% | +26.7% |
| WELL | New | WELLTOWER INC | $403,000 | – | 6,224 | +100.0% | 0.04% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWspnsr adr no par | $407,000 | -10.2% | 12,199 | +1.3% | 0.04% | -9.8% |
| APU | Buy | AMERIGAS PARTNERS L Punit l p int | $403,000 | +14.8% | 9,213 | +18.2% | 0.04% | +15.6% |
| AGN | Buy | ALLERGAN PLC | $389,000 | 0.0% | 1,263 | +3.1% | 0.04% | +2.9% |
| DFS | Buy | DISCOVER FINL SVCS | $396,000 | +32.4% | 7,025 | +30.6% | 0.04% | +33.3% |
| RTN | Buy | RAYTHEON CO | $391,000 | +27.4% | 3,295 | +16.6% | 0.04% | +28.6% |
| AWF | Buy | ALLIANCEBERNSTEIN GBL HGH IN | $383,000 | +7.9% | 33,339 | +7.1% | 0.04% | +9.4% |
| HPT | Buy | HOSPITALITY PPTYS TR | $381,000 | +1.9% | 13,778 | +2.5% | 0.04% | +2.9% |
| EXC | Buy | EXELON CORP | $382,000 | -7.5% | 13,139 | +2.1% | 0.04% | -5.4% |
| GPRO | Buy | GOPRO INCcl a | $365,000 | -47.6% | 14,384 | +22.0% | 0.03% | -46.0% |
| SLW | Buy | SILVER WHEATON CORP | $366,000 | +5.2% | 26,858 | +2.0% | 0.03% | +9.7% |
| PMM | New | PUTNAM MANAGED MUN INCOM TR | $371,000 | – | 50,939 | +100.0% | 0.03% | – |
| UAA | Buy | UNDER ARMOUR INCcl a | $373,000 | +1.9% | 3,912 | +6.0% | 0.03% | +3.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $375,000 | -13.2% | 609 | +5.2% | 0.03% | -12.8% |
| PNR | Buy | PENTAIR PLC | $360,000 | -3.7% | 6,128 | +0.2% | 0.03% | -2.9% |
| DHR | Buy | DANAHER CORP DEL | $362,000 | +6.2% | 3,781 | +1.0% | 0.03% | +6.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $363,000 | +44.6% | 3,406 | +40.4% | 0.03% | +43.5% |
| IGIB | New | ISHARES TRinterm cr bd etf | $356,000 | – | 3,287 | +100.0% | 0.03% | – |
| DE | Buy | DEERE & CO | $360,000 | -15.9% | 4,598 | +3.5% | 0.03% | -13.2% |
| GDX | Buy | MARKET VECTORS ETF TRgold miner etf | $363,000 | +23.5% | 24,838 | +22.5% | 0.03% | +26.9% |
| EXK | Buy | ENDEAVOUR SILVER CORP | $361,000 | -5.7% | 237,375 | +1.1% | 0.03% | -2.9% |
| DBEF | Buy | DBX ETF TRxtrak msci eafe | $344,000 | +22.9% | 12,235 | +29.1% | 0.03% | +28.0% |
| SPH | Buy | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $347,000 | -4.1% | 10,140 | +5.1% | 0.03% | -3.0% |
| SRE | Buy | SEMPRA ENERGY | $350,000 | +5.1% | 3,318 | +2.5% | 0.03% | +6.7% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $347,000 | -0.9% | 4,324 | +0.0% | 0.03% | +3.2% |
| BCE | Buy | BCE INC | $336,000 | +13.5% | 7,852 | +8.6% | 0.03% | +14.8% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $334,000 | +11.7% | 7,318 | +4.3% | 0.03% | +14.8% |
| BK | New | BANK NEW YORK MELLON CORP | $333,000 | – | 7,816 | +100.0% | 0.03% | – |
| TJX | Buy | TJX COS INC NEW | $335,000 | +8.4% | 4,543 | +3.0% | 0.03% | +10.7% |
| VMM | Buy | DELAWARE INV MN MUN INC FD I | $334,000 | +4.0% | 25,059 | +3.3% | 0.03% | +6.9% |
| HYMB | Buy | SPDR SERIES TRUSTnuv hghyld mun | $327,000 | +1.9% | 5,782 | +0.3% | 0.03% | +3.4% |
| PWV | Buy | POWERSHARES ETF TRUSTdynm lrg cp vl | $331,000 | -0.9% | 10,947 | +1.1% | 0.03% | 0.0% |
| PBA | New | PEMBINA PIPELINE CORP | $324,000 | – | 12,961 | +100.0% | 0.03% | – |
| SJM | Buy | SMUCKER J M CO | $318,000 | +11.2% | 2,703 | +3.0% | 0.03% | +11.5% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $318,000 | +33.1% | 5,294 | +35.5% | 0.03% | +38.1% |
| CMO | Buy | CAPSTEAD MTG CORP | $304,000 | -9.5% | 31,025 | +0.4% | 0.03% | -6.7% |
| AA | Buy | ALCOA INC | $310,000 | +110.9% | 33,035 | +113.6% | 0.03% | +115.4% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $309,000 | -5.8% | 3,356 | +0.1% | 0.03% | -3.4% |
| FE | Buy | FIRSTENERGY CORP | $303,000 | +20.2% | 9,784 | +32.5% | 0.03% | +21.7% |
| TPLMQ | Buy | TRIANGLE PETE CORP | $302,000 | -63.2% | 232,475 | +5.5% | 0.03% | -62.2% |
| HBI | Buy | HANESBRANDS INC | $299,000 | +36.5% | 9,148 | +20.2% | 0.03% | +35.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $296,000 | +10.9% | 3,812 | +0.3% | 0.03% | +12.5% |
| IYE | Buy | ISHARES TRu.s. energy etf | $292,000 | +3.2% | 7,334 | +0.7% | 0.03% | +8.0% |
| NEBLQ | Buy | NOBLE CORP PLC | $296,000 | +15.2% | 21,163 | +7.9% | 0.03% | +17.4% |
| BPK | New | BLACKROCK MUNI 2018 TERM TR | $285,000 | – | 18,469 | +100.0% | 0.03% | – |
| ORI | Buy | OLD REP INTL CORP | $278,000 | +13.5% | 15,281 | +3.6% | 0.03% | +18.2% |
| MCY | Buy | MERCURY GENL CORP NEW | $281,000 | -1.7% | 5,383 | +2.6% | 0.03% | 0.0% |
| HRL | Buy | HORMEL FOODS CORP | $273,000 | +23.0% | 4,058 | +10.4% | 0.02% | +25.0% |
| SGGFF | New | BARCLAYS BANK PLCetn djubs sgar38 | $277,000 | – | 8,344 | +100.0% | 0.02% | – |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $270,000 | +3.8% | 2,284 | +3.4% | 0.02% | +8.7% |
| RPV | Buy | RYDEX ETF TRUSTgug s&p500 pu va | $276,000 | -0.7% | 5,265 | +0.2% | 0.02% | 0.0% |
| MGA | Buy | MAGNA INTL INC | $271,000 | +6.7% | 5,118 | +8.5% | 0.02% | +8.7% |
| FNI | New | FIRST TR ISE CHINDIA INDEX F | $270,000 | – | 9,253 | +100.0% | 0.02% | – |
| DTE | Buy | DTE ENERGY CO | $269,000 | +1.9% | 3,257 | +0.1% | 0.02% | +4.2% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $270,000 | +4.7% | 11,279 | +6.8% | 0.02% | +8.7% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $258,000 | +5.7% | 10,273 | +41.2% | 0.02% | +9.1% |
| UNH | New | UNITEDHEALTH GROUP INC | $256,000 | – | 2,229 | +100.0% | 0.02% | – |
| DAL | New | DELTA AIR LINES INC DEL | $254,000 | – | 5,010 | +100.0% | 0.02% | – |
| UL | New | UNILEVER PLCspon adr new | $253,000 | – | 5,706 | +100.0% | 0.02% | – |
| CII | New | BLACKROCK ENH CAP & INC FD I | $252,000 | – | 17,377 | +100.0% | 0.02% | – |
| CHK | Buy | CHESAPEAKE ENERGY CORP | $241,000 | -7.7% | 32,245 | +1.5% | 0.02% | -4.3% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $241,000 | +11.6% | 4,544 | +15.6% | 0.02% | +15.8% |
| CTT | Buy | CATCHMARK TIMBER TR INCcl a | $228,000 | +9.1% | 20,512 | +6.5% | 0.02% | +10.5% |
| IELG | New | ISHARES U S ETF TRenh us lcp etf | $230,000 | – | 7,031 | +100.0% | 0.02% | – |
| LNT | Buy | ALLIANT ENERGY CORP | $232,000 | -0.4% | 3,856 | +0.5% | 0.02% | 0.0% |
| TAN | New | CLAYMORE EXCHANGE TRD FD TRguggenheim solar | $225,000 | – | 7,372 | +100.0% | 0.02% | – |
| URI | New | UNITED RENTALS INC | $232,000 | – | 3,035 | +100.0% | 0.02% | – |
| REZ | New | ISHARES TRresid rl est cap | $224,000 | – | 3,711 | +100.0% | 0.02% | – |
| NS | Buy | NUSTAR ENERGY LP | $221,000 | -1.3% | 4,674 | +5.3% | 0.02% | 0.0% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $222,000 | +29.1% | 13,709 | +30.3% | 0.02% | +33.3% |
| FPX | New | FIRST TR US IPO INDEX FD | $220,000 | – | 4,144 | +100.0% | 0.02% | – |
| SAVE | New | SPIRIT AIRLS INC | $219,000 | – | 6,318 | +100.0% | 0.02% | – |
| MYD | Buy | BLACKROCK MUNIYIELD FD INC | $222,000 | +2.3% | 15,136 | +0.1% | 0.02% | 0.0% |
| ACRE | New | ARES COML REAL ESTATE CORP | $216,000 | – | 17,220 | +100.0% | 0.02% | – |
| APC | New | ANADARKO PETE CORP | $221,000 | – | 3,152 | +100.0% | 0.02% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $222,000 | – | 2,167 | +100.0% | 0.02% | – |
| PSK | Buy | SPDR SERIES TRUSTwells fg pfd etf | $208,000 | +2.0% | 4,625 | +0.6% | 0.02% | +5.6% |
| PFN | Buy | PIMCO INCOME STRATEGY FUND I | $212,000 | +19.1% | 22,655 | +16.3% | 0.02% | +18.8% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $210,000 | +6.1% | 10,999 | +6.1% | 0.02% | +5.6% |
| PCLN | New | PRICELINE GRP INC | $209,000 | – | 142 | +100.0% | 0.02% | – |
| ETJ | Buy | EATON VANCE RISK MNGD DIV EQ | $212,000 | +57.0% | 20,644 | +62.0% | 0.02% | +58.3% |
| MBBYF | Buy | MOBILEYE N V AMSTELVEEN | $201,000 | -6.9% | 4,142 | +15.1% | 0.02% | -5.3% |
| CMU | Buy | MFS HIGH YIELD MUN TRsh ben int | $192,000 | +18.5% | 42,750 | +11.8% | 0.02% | +20.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $174,000 | +46.2% | 14,453 | +24.6% | 0.02% | +45.5% |
| EOS | New | EATON VANCE ENH EQTY INC FD | $159,000 | – | 11,705 | +100.0% | 0.02% | – |
| TCRD | New | THL CR INC | $162,000 | – | 14,250 | +100.0% | 0.02% | – |
| ZIOP | New | ZIOPHARM ONCOLOGY INC | $152,000 | – | 11,409 | +100.0% | 0.01% | – |
| VLY | Buy | VALLEY NATL BANCORP | $149,000 | +12.9% | 14,001 | +5.2% | 0.01% | +16.7% |
| TEI | Buy | TEMPLETON EMERG MKTS INCOME | $133,000 | +1.5% | 12,885 | +0.7% | 0.01% | 0.0% |
| RQI | New | COHEN & STEERS QUALITY RLTY | $130,000 | – | 10,981 | +100.0% | 0.01% | – |
| RDNT | Buy | RADNET INC | $116,000 | +8.4% | 16,066 | +15.9% | 0.01% | +10.0% |
| NCV | New | ALLIANZGI CONV & INCOME FD | $118,000 | – | 18,283 | +100.0% | 0.01% | – |
| HYB | New | NEW AMER HIGH INCOME FD INC | $93,000 | – | 11,300 | +100.0% | 0.01% | – |
| XCO | Buy | EXCO RESOURCES INC | $95,000 | +126.2% | 84,000 | +18.3% | 0.01% | +125.0% |
| MMT | Buy | MFS MULTIMARKET INCOME TRsh ben int | $88,000 | -1.1% | 14,946 | +0.3% | 0.01% | 0.0% |
| HL | Buy | HECLA MNG CO | $70,000 | +12.9% | 32,006 | +11.9% | 0.01% | 0.0% |
| OCAT | New | OCATA THERAPEUTICS INC | $47,000 | – | 10,000 | +100.0% | 0.00% | – |
| NYMX | New | NYMOX PHARMACEUTICAL CORP | $40,000 | – | 11,000 | +100.0% | 0.00% | – |
| DHY | Buy | CREDIT SUISSE HIGH YLD BND Fsh ben int | $25,000 | 0.0% | 10,344 | +1.6% | 0.00% | 0.0% |
| HTM | Buy | U S GEOTHERMAL INC | $12,000 | +9.1% | 20,900 | +10.6% | 0.00% | 0.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 19 | Q4 2017 | 4.2% |
| VANGUARD INDEX FDS | 19 | Q4 2017 | 8.3% |
| VANGUARD TAX MANAGED INTL FD | 19 | Q4 2017 | 8.8% |
| VANGUARD INDEX FDS | 19 | Q4 2017 | 7.2% |
| VANGUARD BD INDEX FD INC | 19 | Q4 2017 | 3.5% |
| ISHARES TR | 19 | Q4 2017 | 4.4% |
| VANGUARD BD INDEX FD INC | 19 | Q4 2017 | 2.7% |
| ISHARES TR | 19 | Q4 2017 | 2.9% |
| SPDR S&P MIDCAP 400 ETF TR | 19 | Q4 2017 | 3.2% |
| ISHARES TR | 19 | Q4 2017 | 2.9% |
View NATIONAL PLANNING CORP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| PowerShares Exchange-Traded Fund Trust IISold out | March 29, 2018 | 0 | 0.0% |
| SSGA Active TrustSold out | January 04, 2018 | 0 | 0.0% |
| VANGUARD WHITEHALL FUNDS | August 08, 2017 | 4,356 | 0.1% |
| Victory Portfolios II | August 08, 2017 | 870,496 | 0.3% |
| Victory Portfolios II | August 08, 2017 | 7,486 | 0.1% |
| Victory Portfolios II | August 08, 2017 | 4,253 | 0.8% |
| Victory Portfolios II | August 08, 2017 | 4,668 | 0.6% |
| Kimber Resources Inc. | April 23, 2012 | 908,774 | 1.1% |
| SPDR SERIES TRUST | April 23, 2012 | 10,377 | 0.5% |
| SPDR SERIES TRUST | April 23, 2012 | 49,421 | 3.8% |
View NATIONAL PLANNING CORP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-16 |
| SC 13G/A | 2018-03-29 |
| 13F-HR | 2018-02-14 |
| SC 13G/A | 2018-01-04 |
| 13F-HR/A | 2017-11-22 |
| SC 13G/A | 2017-11-14 |
| 13F-HR | 2017-11-13 |
| SC 13G/A | 2017-08-14 |
| SC 13G/A | 2017-08-08 |
| SC 13G/A | 2017-08-08 |
View NATIONAL PLANNING CORP'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.