$388 Million is the total value of Kistler-Tiffany Companies, LLC's 685 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 4.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WST | WEST PHARMACEUTICAL SVSC INC | $11,962,000 | -0.5% | 42,450 | 0.0% | 3.09% | -10.0% | |
CCK | CROWN HLDGS INC | $3,566,000 | -3.2% | 36,747 | 0.0% | 0.92% | -12.3% | |
WTRG | ESSENTIAL UTILS INC | $2,226,000 | -5.4% | 49,742 | 0.0% | 0.57% | -14.3% | |
IDXX | IDEXX LABS INC | $1,964,000 | -2.1% | 4,014 | 0.0% | 0.51% | -11.4% | |
AFL | AFLAC INC | $994,000 | +15.2% | 19,412 | 0.0% | 0.26% | +4.1% | |
PNC | PNC FINL SVCS GROUP INC | $906,000 | +17.8% | 5,163 | 0.0% | 0.23% | +6.8% | |
XBI | SPDR SER TRs&p biotech | $847,000 | -3.6% | 6,246 | 0.0% | 0.22% | -12.7% | |
IWB | ISHARES TRrus 1000 etf | $789,000 | +5.6% | 3,524 | 0.0% | 0.20% | -4.2% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $614,000 | +0.8% | 3,735 | 0.0% | 0.16% | -9.2% | |
ABT | ABBOTT LABS | $513,000 | +9.6% | 4,277 | 0.0% | 0.13% | -0.8% | |
PM | PHILIP MORRIS INTL INC | $502,000 | +7.3% | 5,653 | 0.0% | 0.13% | -2.3% | |
IXJ | ISHARES TRglob hlthcre etf | $473,000 | +0.9% | 6,139 | 0.0% | 0.12% | -9.0% | |
BX | BLACKSTONE GROUP INC | $378,000 | +14.9% | 5,069 | 0.0% | 0.10% | +4.3% | |
JD | JD.COM INCspon adr cl a | $368,000 | -4.2% | 4,369 | 0.0% | 0.10% | -12.8% | |
MLAB | MESA LABS INC | $357,000 | -15.0% | 1,465 | 0.0% | 0.09% | -23.3% | |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $349,000 | -1.1% | 4,236 | 0.0% | 0.09% | -10.9% | |
SPR | SPIRIT AEROSYSTEMS HLDGS INC | $317,000 | +24.3% | 6,520 | 0.0% | 0.08% | +12.3% | |
ET | ENERGY TRANSFER LP | $297,000 | +24.3% | 38,632 | 0.0% | 0.08% | +13.2% | |
MFC | MANULIFE FINL CORP | $254,000 | +20.4% | 11,835 | 0.0% | 0.07% | +10.0% | |
PLD | PROLOGIS INC. | $250,000 | +6.4% | 2,357 | 0.0% | 0.06% | -3.0% | |
IYH | ISHARES TRus hlthcare etf | $253,000 | +2.8% | 1,002 | 0.0% | 0.06% | -7.1% | |
PPL | PPL CORP | $249,000 | +2.0% | 8,637 | 0.0% | 0.06% | -8.6% | |
BIDU | BAIDU INCspon adr rep a | $246,000 | +0.4% | 1,133 | 0.0% | 0.06% | -10.0% | |
DEO | DIAGEO PLCspon adr new | $232,000 | +3.1% | 1,415 | 0.0% | 0.06% | -6.2% | |
SYY | SYSCO CORP | $228,000 | +6.0% | 2,898 | 0.0% | 0.06% | -3.3% | |
TOL | TOLL BROTHERS INC | $227,000 | +30.5% | 4,000 | 0.0% | 0.06% | +18.0% | |
AXP | AMERICAN EXPRESS CO | $214,000 | +16.9% | 1,512 | 0.0% | 0.06% | +5.8% | |
TXN | TEXAS INSTRS INC | $203,000 | +15.3% | 1,074 | 0.0% | 0.05% | +4.0% | |
TTD | THE TRADE DESK INC | $197,000 | -18.9% | 303 | 0.0% | 0.05% | -26.1% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $188,000 | +3.3% | 4,856 | 0.0% | 0.05% | -5.8% | |
YUM | YUM BRANDS INC | $185,000 | 0.0% | 1,707 | 0.0% | 0.05% | -9.4% | |
CTVA | CORTEVA INC | $182,000 | +20.5% | 3,912 | 0.0% | 0.05% | +9.3% | |
IOO | ISHARES TRglobal 100 etf | $173,000 | +4.8% | 2,624 | 0.0% | 0.04% | -4.3% | |
DE | DEERE & CO | $166,000 | +39.5% | 443 | 0.0% | 0.04% | +26.5% | |
BFA | BROWN FORMAN CORPcl a | $161,000 | -13.4% | 2,526 | 0.0% | 0.04% | -20.8% | |
HVBC | HV BANCORP INC | $155,000 | +13.1% | 8,000 | 0.0% | 0.04% | +2.6% | |
NKE | NIKE INCcl b | $150,000 | -6.2% | 1,128 | 0.0% | 0.04% | -15.2% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $153,000 | +11.7% | 1,600 | 0.0% | 0.04% | 0.0% | |
IEFA | ISHARES TRcore msci eafe | $143,000 | +4.4% | 1,987 | 0.0% | 0.04% | -5.1% | |
VAR | VARIAN MED SYS INC | $144,000 | +1.4% | 813 | 0.0% | 0.04% | -7.5% | |
XAR | SPDR SER TRaerospace def | $139,000 | +9.4% | 1,110 | 0.0% | 0.04% | 0.0% | |
NSC | NORFOLK SOUTHN CORP | $134,000 | +12.6% | 499 | 0.0% | 0.04% | +2.9% | |
XLK | SELECT SECTOR SPDR TRtechnology | $136,000 | +2.3% | 1,025 | 0.0% | 0.04% | -7.9% | |
TRV | TRAVELERS COMPANIES INC | $131,000 | +7.4% | 868 | 0.0% | 0.03% | -2.9% | |
HSY | HERSHEY CO | $127,000 | +4.1% | 800 | 0.0% | 0.03% | -5.7% | |
BFB | BROWN FORMAN CORPcl b | $126,000 | -13.1% | 1,824 | 0.0% | 0.03% | -19.5% | |
TFX | TELEFLEX INCORPORATED | $125,000 | +1.6% | 300 | 0.0% | 0.03% | -8.6% | |
EEM | ISHARES TRmsci emg mkt etf | $120,000 | +3.4% | 2,241 | 0.0% | 0.03% | -6.1% | |
CL | COLGATE PALMOLIVE CO | $121,000 | -7.6% | 1,536 | 0.0% | 0.03% | -16.2% | |
MKC | MCCORMICK & CO INC | $118,000 | -6.3% | 1,320 | 0.0% | 0.03% | -16.7% | |
NJR | NEW JERSEY RES CORP | $116,000 | +12.6% | 2,900 | 0.0% | 0.03% | +3.4% | |
IWV | ISHARES TRrussell 3000 etf | $112,000 | +5.7% | 474 | 0.0% | 0.03% | -3.3% | |
CNI | CANADIAN NATL RY CO | $108,000 | +4.9% | 934 | 0.0% | 0.03% | -3.4% | |
ULTA | ULTA BEAUTY INC | $108,000 | +8.0% | 348 | 0.0% | 0.03% | -3.4% | |
BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $107,000 | -2.7% | 1,877 | 0.0% | 0.03% | -9.7% | |
MUB | ISHARES TRnational mun etf | $110,000 | -0.9% | 949 | 0.0% | 0.03% | -12.5% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $106,000 | +1.9% | 488 | 0.0% | 0.03% | -10.0% | |
URI | UNITED RENTALS INC | $104,000 | +42.5% | 315 | 0.0% | 0.03% | +28.6% | |
YUMC | YUM CHINA HLDGS INC | $104,000 | +4.0% | 1,749 | 0.0% | 0.03% | -6.9% | |
SPLK | SPLUNK INC | $101,000 | -19.8% | 742 | 0.0% | 0.03% | -27.8% | |
EW | EDWARDS LIFESCIENCES CORP | $100,000 | -8.3% | 1,200 | 0.0% | 0.03% | -16.1% | |
BBH | VANECK VECTORS ETF TRbiotech etf | $95,000 | +3.3% | 542 | 0.0% | 0.02% | -3.8% | |
AMAT | APPLIED MATLS INC | $85,000 | +54.5% | 637 | 0.0% | 0.02% | +37.5% | |
KHC | KRAFT HEINZ CO | $83,000 | +15.3% | 2,069 | 0.0% | 0.02% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $80,000 | +21.2% | 503 | 0.0% | 0.02% | +10.5% | |
SMG | SCOTTS MIRACLE-GRO COcl a | $80,000 | +23.1% | 325 | 0.0% | 0.02% | +10.5% | |
TT | TRANE TECHNOLOGIES PLC | $83,000 | +13.7% | 500 | 0.0% | 0.02% | 0.0% | |
APPN | APPIAN CORPcl a | $82,000 | -18.0% | 616 | 0.0% | 0.02% | -27.6% | |
ARKG | ARK ETF TRgenomic rev etf | $77,000 | -4.9% | 865 | 0.0% | 0.02% | -13.0% | |
IBKR | INTERACTIVE BROKERS GROUP IN | $73,000 | +19.7% | 1,000 | 0.0% | 0.02% | +11.8% | |
IXUS | ISHARES TRcore msci total | $74,000 | +4.2% | 1,052 | 0.0% | 0.02% | -5.0% | |
PSA | PUBLIC STORAGE | $74,000 | +7.2% | 300 | 0.0% | 0.02% | -5.0% | |
VLUE | ISHARES TRmsci usa value | $73,000 | +17.7% | 714 | 0.0% | 0.02% | +5.6% | |
ISBC | INVESTORS BANCORP INC NEW | $70,000 | +40.0% | 4,739 | 0.0% | 0.02% | +28.6% | |
DAL | DELTA AIR LINES INC DEL | $70,000 | +18.6% | 1,455 | 0.0% | 0.02% | +5.9% | |
SRE | SEMPRA ENERGY | $70,000 | +4.5% | 527 | 0.0% | 0.02% | -5.3% | |
DG | DOLLAR GEN CORP NEW | $70,000 | -2.8% | 344 | 0.0% | 0.02% | -14.3% | |
WAT | WATERS CORP | $71,000 | +14.5% | 250 | 0.0% | 0.02% | 0.0% | |
IYW | ISHARES TRu.s. tech etf | $70,000 | +2.9% | 800 | 0.0% | 0.02% | -5.3% | |
WPC | WP CAREY INC | $69,000 | 0.0% | 974 | 0.0% | 0.02% | -10.0% | |
MTUM | ISHARES TRmsci usa mmentm | $71,000 | 0.0% | 440 | 0.0% | 0.02% | -10.0% | |
MSI | MOTOROLA SOLUTIONS INC | $66,000 | +10.0% | 350 | 0.0% | 0.02% | 0.0% | |
IWR | ISHARES TRrus mid cap etf | $67,000 | +8.1% | 900 | 0.0% | 0.02% | -5.6% | |
ALGN | ALIGN TECHNOLOGY INC | $64,000 | 0.0% | 119 | 0.0% | 0.02% | -5.6% | |
SNY | SANOFIsponsored adr | $64,000 | +1.6% | 1,295 | 0.0% | 0.02% | -5.6% | |
SIVB | SVB FINANCIAL GROUP | $63,000 | +28.6% | 127 | 0.0% | 0.02% | +14.3% | |
EME | EMCOR GROUP INC | $62,000 | +21.6% | 556 | 0.0% | 0.02% | +6.7% | |
COUP | COUPA SOFTWARE INC | $62,000 | -25.3% | 245 | 0.0% | 0.02% | -33.3% | |
HOLX | HOLOGIC INC | $61,000 | +3.4% | 815 | 0.0% | 0.02% | -5.9% | |
AMP | AMERIPRISE FINL INC | $63,000 | +21.2% | 270 | 0.0% | 0.02% | +6.7% | |
TFC | TRUIST FINL CORP | $59,000 | +20.4% | 1,013 | 0.0% | 0.02% | +7.1% | |
URBN | URBAN OUTFITTERS INC | $58,000 | +45.0% | 1,558 | 0.0% | 0.02% | +36.4% | |
IXC | ISHARES TRglobal energ etf | $55,000 | +22.2% | 2,225 | 0.0% | 0.01% | +7.7% | |
RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $55,000 | +41.0% | 480 | 0.0% | 0.01% | +27.3% | |
XYL | XYLEM INC | $53,000 | +3.9% | 500 | 0.0% | 0.01% | -6.7% | |
HSIC | HENRY SCHEIN INC | $55,000 | +3.8% | 800 | 0.0% | 0.01% | -6.7% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $54,000 | +3.8% | 337 | 0.0% | 0.01% | -6.7% | |
SPGI | S&P GLOBAL INC | $56,000 | +5.7% | 160 | 0.0% | 0.01% | -6.7% | |
PRU | PRUDENTIAL FINL INC | $49,000 | +16.7% | 536 | 0.0% | 0.01% | +8.3% | |
IIVI | II-VI INC | $52,000 | -8.8% | 756 | 0.0% | 0.01% | -18.8% | |
XITK | SPDR SER TRfactst inv etf | $52,000 | -3.7% | 250 | 0.0% | 0.01% | -13.3% | |
TDOC | TELADOC HEALTH INC | $51,000 | -8.9% | 280 | 0.0% | 0.01% | -18.8% | |
AZN | ASTRAZENECA PLCsponsored adr | $51,000 | 0.0% | 1,021 | 0.0% | 0.01% | -13.3% | |
APD | AIR PRODS & CHEMS INC | $51,000 | +4.1% | 180 | 0.0% | 0.01% | -7.1% | |
LITE | LUMENTUM HLDGS INC | $50,000 | -3.8% | 549 | 0.0% | 0.01% | -13.3% | |
VDE | VANGUARD WORLD FDSenergy etf | $48,000 | +29.7% | 707 | 0.0% | 0.01% | +9.1% | |
DELL | DELL TECHNOLOGIES INCcl c | $47,000 | +20.5% | 535 | 0.0% | 0.01% | +9.1% | |
IYT | ISHARES TRtrans avg etf | $48,000 | +17.1% | 186 | 0.0% | 0.01% | 0.0% | |
PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $46,000 | +15.0% | 300 | 0.0% | 0.01% | +9.1% | |
CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $48,000 | +6.7% | 971 | 0.0% | 0.01% | -7.7% | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $47,000 | 0.0% | 1,426 | 0.0% | 0.01% | -7.7% | |
RAVN | RAVEN INDS INC | $46,000 | +15.0% | 1,200 | 0.0% | 0.01% | +9.1% | |
VPU | VANGUARD WORLD FDSutilities etf | $41,000 | +2.5% | 293 | 0.0% | 0.01% | 0.0% | |
BOND | PIMCO ETF TRactive bd etf | $42,000 | -2.3% | 382 | 0.0% | 0.01% | -8.3% | |
F | FORD MTR CO DEL | $42,000 | +40.0% | 3,455 | 0.0% | 0.01% | +22.2% | |
REGN | REGENERON PHARMACEUTICALS | $41,000 | -2.4% | 87 | 0.0% | 0.01% | -8.3% | |
SAP | SAP SEspon adr | $37,000 | -5.1% | 300 | 0.0% | 0.01% | -9.1% | |
IUSG | ISHARES TRcore s&p us gwt | $39,000 | +2.6% | 430 | 0.0% | 0.01% | -9.1% | |
DON | WISDOMTREE TRus midcap divid | $39,000 | +14.7% | 968 | 0.0% | 0.01% | 0.0% | |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $37,000 | +19.4% | 925 | 0.0% | 0.01% | +11.1% | |
TWTR | TWITTER INC | $38,000 | +18.8% | 600 | 0.0% | 0.01% | +11.1% | |
LRGF | ISHARES TRmsci usa multift | $40,000 | +8.1% | 980 | 0.0% | 0.01% | -9.1% | |
FIVN | FIVE9 INC | $37,000 | -11.9% | 239 | 0.0% | 0.01% | -16.7% | |
HUYA | HUYA INC | $40,000 | -2.4% | 2,062 | 0.0% | 0.01% | -16.7% | |
CNXC | CONCENTRIX CORP | $38,000 | +52.0% | 252 | 0.0% | 0.01% | +42.9% | |
LYFT | LYFT INC | $33,000 | +32.0% | 515 | 0.0% | 0.01% | +28.6% | |
ITCI | INTRA CELLULAR THERAPIES INC | $34,000 | +6.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
BIIB | BIOGEN INC | $33,000 | +13.8% | 119 | 0.0% | 0.01% | +12.5% | |
IPGP | IPG PHOTONICS CORP | $36,000 | -5.3% | 169 | 0.0% | 0.01% | -18.2% | |
CNC | CENTENE CORP DEL | $33,000 | +6.5% | 512 | 0.0% | 0.01% | 0.0% | |
IUSV | ISHARES TRcore s&p us vlu | $36,000 | +12.5% | 520 | 0.0% | 0.01% | 0.0% | |
NAD | NUVEEN QUALITY MUNCP INCOME | $36,000 | 0.0% | 2,362 | 0.0% | 0.01% | -10.0% | |
IGF | ISHARES TRglb infrastr etf | $34,000 | +3.0% | 759 | 0.0% | 0.01% | 0.0% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $31,000 | +10.7% | 315 | 0.0% | 0.01% | 0.0% | |
USAT | USA TECHNOLOGIES INC | $31,000 | +10.7% | 2,665 | 0.0% | 0.01% | 0.0% | |
FSK | FS KKR CAP CORP | $32,000 | +18.5% | 1,601 | 0.0% | 0.01% | 0.0% | |
WCLD | WISDOMTREE TR | $31,000 | -11.4% | 650 | 0.0% | 0.01% | -20.0% | |
RWK | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $30,000 | +20.0% | 350 | 0.0% | 0.01% | +14.3% | |
QTWO | Q2 HLDGS INC | $31,000 | -22.5% | 314 | 0.0% | 0.01% | -27.3% | |
DHR | DANAHER CORPORATION | $30,000 | 0.0% | 135 | 0.0% | 0.01% | -11.1% | |
ADSK | AUTODESK INC | $32,000 | -8.6% | 114 | 0.0% | 0.01% | -20.0% | |
CMP | COMPASS MINERALS INTL INC | $31,000 | +3.3% | 490 | 0.0% | 0.01% | -11.1% | |
SAN | BANCO SANTANDER S.A.adr | $29,000 | +11.5% | 8,599 | 0.0% | 0.01% | 0.0% | |
UVSP | UNIVEST FINANCIAL CORPORATIO | $29,000 | +38.1% | 1,000 | 0.0% | 0.01% | +16.7% | |
COP | CONOCOPHILLIPS | $29,000 | +31.8% | 550 | 0.0% | 0.01% | +16.7% | |
EPD | ENTERPRISE PRODS PARTNERS L | $29,000 | +11.5% | 1,339 | 0.0% | 0.01% | 0.0% | |
QQQ | INVESCO QQQ TRunit ser 1 | $26,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% | |
DTE | DTE ENERGY CO | $27,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $26,000 | -3.7% | 279 | 0.0% | 0.01% | -12.5% | |
NTAP | NETAPP INC | $28,000 | +7.7% | 388 | 0.0% | 0.01% | 0.0% | |
SBLK | STAR BULK CARRIERS CORP. | $29,000 | +61.1% | 2,000 | 0.0% | 0.01% | +40.0% | |
DBX | DROPBOX INCcl a | $28,000 | +21.7% | 1,056 | 0.0% | 0.01% | 0.0% | |
TRUP | TRUPANION INC | $27,000 | -35.7% | 354 | 0.0% | 0.01% | -41.7% | |
GH | GUARDANT HEALTH INC | $26,000 | +18.2% | 170 | 0.0% | 0.01% | +16.7% | |
EGHT | 8X8 INC NEW | $26,000 | -7.1% | 816 | 0.0% | 0.01% | -12.5% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $28,000 | 0.0% | 445 | 0.0% | 0.01% | -12.5% | |
TEL | TE CONNECTIVITY LTD | $26,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $27,000 | +8.0% | 122 | 0.0% | 0.01% | 0.0% | |
AXSM | AXSOME THERAPEUTICS INC | $28,000 | -31.7% | 500 | 0.0% | 0.01% | -41.7% | |
SNX | SYNNEX CORP | $29,000 | +38.1% | 252 | 0.0% | 0.01% | +16.7% | |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $23,000 | +15.0% | 10,118 | 0.0% | 0.01% | 0.0% | |
ANET | ARISTA NETWORKS INC | $23,000 | +4.5% | 77 | 0.0% | 0.01% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $22,000 | -4.3% | 35 | 0.0% | 0.01% | -14.3% | |
FFIV | F5 NETWORKS INC | $23,000 | +21.1% | 110 | 0.0% | 0.01% | +20.0% | |
FEYE | FIREEYE INC | $22,000 | -15.4% | 1,121 | 0.0% | 0.01% | -14.3% | |
ROBT | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $23,000 | +4.5% | 446 | 0.0% | 0.01% | 0.0% | |
ING | ING GROEP N.V.sponsored adr | $24,000 | +26.3% | 2,000 | 0.0% | 0.01% | +20.0% | |
DVY | ISHARES TRselect divid etf | $23,000 | +15.0% | 203 | 0.0% | 0.01% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $24,000 | +9.1% | 83 | 0.0% | 0.01% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT IN | $22,000 | +15.8% | 260 | 0.0% | 0.01% | +20.0% | |
ACNB | ACNB CORP | $23,000 | +21.1% | 771 | 0.0% | 0.01% | +20.0% | |
MGNI | MAGNITE INC | $25,000 | +31.6% | 604 | 0.0% | 0.01% | +20.0% | |
MU | MICRON TECHNOLOGY INC | $22,000 | +15.8% | 250 | 0.0% | 0.01% | +20.0% | |
JRS | NUVEEN REAL ESTATE INCOME FD | $25,000 | +13.6% | 2,556 | 0.0% | 0.01% | 0.0% | |
PJT | PJT PARTNERS INC | $22,000 | -8.3% | 321 | 0.0% | 0.01% | -14.3% | |
PAYC | PAYCOM SOFTWARE INC | $25,000 | -19.4% | 68 | 0.0% | 0.01% | -33.3% | |
RH | RH | $24,000 | +33.3% | 40 | 0.0% | 0.01% | +20.0% | |
RCI | ROGERS COMMUNICATIONS INCcl b | $23,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% | |
SIRI | SIRIUS XM HOLDINGS INC | $22,000 | -4.3% | 3,620 | 0.0% | 0.01% | -14.3% | |
TNDM | TANDEM DIABETES CARE INC | $25,000 | -7.4% | 280 | 0.0% | 0.01% | -25.0% | |
TME | TENCENT MUSIC ENTMT GROUPspon ads | $22,000 | +4.8% | 1,069 | 0.0% | 0.01% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $24,000 | -11.1% | 640 | 0.0% | 0.01% | -25.0% | |
ETN | EATON CORP PLC | $21,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC | $19,000 | +46.2% | 815 | 0.0% | 0.01% | +25.0% | |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $20,000 | 0.0% | 72 | 0.0% | 0.01% | -16.7% | |
PBS | INVESCO EXCHANGE TRADED FD Tdynmc media | $21,000 | +10.5% | 410 | 0.0% | 0.01% | 0.0% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $18,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% | |
PSX | PHILLIPS 66 | $21,000 | +16.7% | 254 | 0.0% | 0.01% | 0.0% | |
IT | GARTNER INC | $21,000 | +16.7% | 113 | 0.0% | 0.01% | 0.0% | |
TLND | TALEND S Aads | $21,000 | +61.5% | 331 | 0.0% | 0.01% | +25.0% | |
SYK | STRYKER CORPORATION | $18,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
EXEL | EXELIXIS INC | $18,000 | +12.5% | 800 | 0.0% | 0.01% | 0.0% | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $21,000 | +10.5% | 62 | 0.0% | 0.01% | 0.0% | |
PKG | PACKAGING CORP AMER | $19,000 | 0.0% | 141 | 0.0% | 0.01% | 0.0% | |
ZEN | ZENDESK INC | $19,000 | -9.5% | 147 | 0.0% | 0.01% | -16.7% | |
HII | HUNTINGTON INGALLS INDS INC | $21,000 | +23.5% | 101 | 0.0% | 0.01% | 0.0% | |
FAST | FASTENAL CO | $20,000 | 0.0% | 400 | 0.0% | 0.01% | -16.7% | |
AGG | ISHARES TRcore us aggbd et | $20,000 | -4.8% | 179 | 0.0% | 0.01% | -16.7% | |
ALBO | ALBIREO PHARMA INC | $18,000 | -5.3% | 500 | 0.0% | 0.01% | 0.0% | |
ALL | ALLSTATE CORP | $21,000 | +5.0% | 184 | 0.0% | 0.01% | -16.7% | |
SUSA | ISHARES TRmsci usa esg slc | $18,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% | |
OKE | ONEOK INC NEW | $19,000 | +35.7% | 374 | 0.0% | 0.01% | +25.0% | |
UBER | UBER TECHNOLOGIES INC | $18,000 | +5.9% | 335 | 0.0% | 0.01% | 0.0% | |
SCHW | SCHWAB CHARLES CORP | $14,000 | +27.3% | 215 | 0.0% | 0.00% | +33.3% | |
MSCI | MSCI INC | $14,000 | -6.7% | 33 | 0.0% | 0.00% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $16,000 | +23.1% | 270 | 0.0% | 0.00% | 0.0% | |
LAMR | LAMAR ADVERTISING CO NEWcl a | $14,000 | +16.7% | 145 | 0.0% | 0.00% | +33.3% | |
LH | LABORATORY CORP AMER HLDGS | $15,000 | +25.0% | 60 | 0.0% | 0.00% | +33.3% | |
ITOT | ISHARES TRcore s&p ttl stk | $14,000 | +7.7% | 152 | 0.0% | 0.00% | 0.0% | |
ROP | ROPER TECHNOLOGIES INC | $16,000 | -5.9% | 40 | 0.0% | 0.00% | -20.0% | |
LGIH | LGI HOMES INC | $17,000 | +41.7% | 116 | 0.0% | 0.00% | +33.3% | |
XPO | XPO LOGISTICS INC | $15,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
PWR | QUANTA SVCS INC | $14,000 | +27.3% | 155 | 0.0% | 0.00% | +33.3% | |
IDNA | ISHARES TRgenomics immun | $16,000 | 0.0% | 350 | 0.0% | 0.00% | -20.0% | |
ILMN | ILLUMINA INC | $17,000 | +6.2% | 44 | 0.0% | 0.00% | -20.0% | |
CACI | CACI INTL INCcl a | $15,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
TROW | PRICE T ROWE GROUP INC | $17,000 | +13.3% | 100 | 0.0% | 0.00% | 0.0% | |
NVEE | NV5 GLOBAL INC | $17,000 | +21.4% | 179 | 0.0% | 0.00% | 0.0% | |
SU | SUNCOR ENERGY INC NEW | $15,000 | +25.0% | 715 | 0.0% | 0.00% | +33.3% | |
PBF | PBF ENERGY INCcl a | $14,000 | +100.0% | 1,000 | 0.0% | 0.00% | +100.0% | |
EQIX | EQUINIX INC | $12,000 | -7.7% | 18 | 0.0% | 0.00% | -25.0% | |
DGX | QUEST DIAGNOSTICS INC | $12,000 | +9.1% | 94 | 0.0% | 0.00% | 0.0% | |
TMHC | TAYLOR MORRISON HOME CORP | $11,000 | +22.2% | 362 | 0.0% | 0.00% | 0.0% | |
RPM | RPM INTL INC | $11,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
ALRM | ALARM COM HLDGS INC | $13,000 | -18.8% | 152 | 0.0% | 0.00% | -40.0% | |
AINV | APOLLO INVT CORP | $12,000 | +33.3% | 840 | 0.0% | 0.00% | 0.0% | |
BPMC | BLUEPRINT MEDICINES CORP | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
PSEC | PROSPECT CAP CORP | $10,000 | +42.9% | 1,334 | 0.0% | 0.00% | +50.0% | |
KBE | SPDR SER TRs&p bk etf | $11,000 | +22.2% | 205 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $11,000 | +37.5% | 330 | 0.0% | 0.00% | +50.0% | |
COO | COOPER COS INC | $12,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
PKI | PERKINELMER INC | $12,000 | -14.3% | 95 | 0.0% | 0.00% | -25.0% | |
PBCT | PEOPLES UNITED FINANCIAL INC | $11,000 | +37.5% | 590 | 0.0% | 0.00% | +50.0% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $12,000 | +9.1% | 268 | 0.0% | 0.00% | 0.0% | |
XLE | SELECT SECTOR SPDR TRenergy | $13,000 | +30.0% | 263 | 0.0% | 0.00% | 0.0% | |
EVBG | EVERBRIDGE INC | $10,000 | -23.1% | 84 | 0.0% | 0.00% | -25.0% | |
USB | US BANCORP DEL | $11,000 | +22.2% | 200 | 0.0% | 0.00% | 0.0% | |
PCTY | PAYLOCITY HLDG CORP | $10,000 | -9.1% | 53 | 0.0% | 0.00% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $7,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
PEN | PENUMBRA INC | $8,000 | +60.0% | 29 | 0.0% | 0.00% | +100.0% | |
NRIM | NORTHRIM BANCORP INC | $8,000 | +14.3% | 193 | 0.0% | 0.00% | 0.0% | |
NRC | NATIONAL RESH CORP | $9,000 | 0.0% | 202 | 0.0% | 0.00% | -33.3% | |
SAGE | SAGE THERAPEUTICS INC | $7,000 | -22.2% | 100 | 0.0% | 0.00% | -33.3% | |
MAA | MID-AMER APT CMNTYS INC | $8,000 | +14.3% | 55 | 0.0% | 0.00% | 0.0% | |
MLM | MARTIN MARIETTA MATLS INC | $7,000 | +16.7% | 20 | 0.0% | 0.00% | 0.0% | |
MAIN | MAIN STR CAP CORP | $6,000 | +20.0% | 160 | 0.0% | 0.00% | +100.0% | |
MPLX | MPLX LP | $7,000 | +16.7% | 279 | 0.0% | 0.00% | 0.0% | |
KR | KROGER CO | $9,000 | +12.5% | 240 | 0.0% | 0.00% | 0.0% | |
SRC | SPIRIT RLTY CAP INC NEW | $6,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $8,000 | +14.3% | 90 | 0.0% | 0.00% | 0.0% | |
IVW | ISHARES TRs&p 500 grwt etf | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
HMTV | HEMISPHERE MEDIA GROUP INCcl a | $6,000 | 0.0% | 551 | 0.0% | 0.00% | 0.0% | |
HOG | HARLEY DAVIDSON INC | $8,000 | +14.3% | 195 | 0.0% | 0.00% | 0.0% | |
HBI | HANESBRANDS INC | $6,000 | +20.0% | 310 | 0.0% | 0.00% | +100.0% | |
TCX | TUCOWS INC | $9,000 | +12.5% | 114 | 0.0% | 0.00% | 0.0% | |
TYL | TYLER TECHNOLOGIES INC | $8,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
GIII | G III APPAREL GROUP LTD | $6,000 | +50.0% | 189 | 0.0% | 0.00% | +100.0% | |
FLGT | FULGENT GENETICS INC | $9,000 | +80.0% | 89 | 0.0% | 0.00% | +100.0% | |
INBK | FIRST INTERNET BANCORP | $6,000 | +20.0% | 181 | 0.0% | 0.00% | +100.0% | |
FITB | FIFTH THIRD BANCORP | $7,000 | +40.0% | 194 | 0.0% | 0.00% | +100.0% | |
EXAS | EXACT SCIENCES CORP | $6,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
EPR | EPR PPTYS | $6,000 | +50.0% | 136 | 0.0% | 0.00% | +100.0% | |
DOCU | DOCUSIGN INC | $8,000 | -11.1% | 39 | 0.0% | 0.00% | -33.3% | |
DHIL | DIAMOND HILL INVT GROUP INC | $6,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
DXCM | DEXCOM INC | $8,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
CRON | CRONOS GROUP INC | $9,000 | +28.6% | 985 | 0.0% | 0.00% | 0.0% | |
VREX | VAREX IMAGING CORP | $8,000 | +33.3% | 371 | 0.0% | 0.00% | 0.0% | |
CDLX | CARDLYTICS INC | $8,000 | -27.3% | 76 | 0.0% | 0.00% | -33.3% | |
VKTX | VIKING THERAPEUTICS INC | $9,000 | +12.5% | 1,500 | 0.0% | 0.00% | 0.0% | |
WMB | WILLIAMS COS INC | $9,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% | |
WINA | WINMARK CORP | $9,000 | 0.0% | 48 | 0.0% | 0.00% | -33.3% | |
DEM | WISDOMTREE TRemer mkt high fd | $9,000 | 0.0% | 209 | 0.0% | 0.00% | -33.3% | |
NTB | BANK OF NT BUTTERFIELD&SON L | $9,000 | +12.5% | 248 | 0.0% | 0.00% | 0.0% | |
AMRN | AMARIN CORP PLCspons adr new | $9,000 | +28.6% | 1,400 | 0.0% | 0.00% | 0.0% | |
PAGP | PLAINS GP HLDGS L Pltd partnr int a | $6,000 | +20.0% | 610 | 0.0% | 0.00% | +100.0% | |
PII | POLARIS INC | $7,000 | +40.0% | 50 | 0.0% | 0.00% | +100.0% | |
ESPR | ESPERION THERAPEUTICS INC NE | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
NS | NUSTAR ENERGY LP | $3,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
TDG | TRANSDIGM GROUP INC | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
ETM | ENTERCOM COMMUNICATIONS CORPcl a | $5,000 | +150.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
WIFI | BOINGO WIRELESS INC | $4,000 | 0.0% | 277 | 0.0% | 0.00% | 0.0% | |
FTV | FORTIVE CORP | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
BKI | BLACK KNIGHT INC | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $3,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% | |
GOLD | BARRICK GOLD CORP | $3,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
ICBK | COUNTY BANCORP INC | $5,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% | |
INCY | INCYTE CORP | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
PING | PING IDENTITY HLDG CORP | $4,000 | -33.3% | 200 | 0.0% | 0.00% | -50.0% | |
EIG | EMPLOYERS HLDGS INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
FNF | FIDELITY NATIONAL FINANCIAL | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
ASUR | ASURE SOFTWARE INC | $4,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC | $5,000 | +25.0% | 66 | 0.0% | 0.00% | 0.0% | |
CLR | CONTINENTAL RES INC | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
ACA | ARCOSA INC | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
APRE | APREA THERAPEUTICS INC | $3,000 | +50.0% | 500 | 0.0% | 0.00% | 0.0% | |
FPI | FARMLAND PARTNERS INC | $5,000 | +25.0% | 455 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $3,000 | +50.0% | 134 | 0.0% | 0.00% | 0.0% | |
SFE | SAFEGUARD SCIENTIFICS INC | $2,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW | $5,000 | -16.7% | 36 | 0.0% | 0.00% | -50.0% | |
LBRDK | LIBERTY BROADBAND CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
AWR | AMER STATES WTR CO | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
LSXMA | LIBERTY MEDIA CORP DEL | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
CEMI | CHEMBIO DIAGNOSTICS INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
PRLB | PROTO LABS INC | $5,000 | -28.6% | 44 | 0.0% | 0.00% | -50.0% | |
CRNC | CERENCE INC | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
TRN | TRINITY INDS INC | $3,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
CARE | CARTER BANKSHARES INC | $5,000 | +25.0% | 376 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORPunit 99/99/9999 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
HUBS | HUBSPOT INC | $4,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DEL | $4,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
INO | INOVIO PHARMACEUTICALS INC | $3,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
YTRA | YATRA ONLINE INC | $2,000 | 0.0% | 919 | 0.0% | 0.00% | 0.0% | |
RYN | RAYONIER INC | $5,000 | +25.0% | 145 | 0.0% | 0.00% | 0.0% | |
IYY | ISHARES TRdow jones us etf | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
NXTG | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
NLOK | NORTONLIFELOCK INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CNX | CNX RES CORP | $2,000 | +100.0% | 113 | 0.0% | 0.00% | – | |
IAU | GOLD TRishares | $5,000 | -16.7% | 336 | 0.0% | 0.00% | -50.0% | |
BMTC | BRYN MAWR BK CORP | $4,000 | +100.0% | 80 | 0.0% | 0.00% | 0.0% | |
RDFN | REDFIN CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
PHAS | PHASEBIO PHARMACEUTICALS INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
IPOD | SOCIAL CAPITAL HEDOSOPHA HLD | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
IPOE | SOCIAL CAPITAL HEDOSOPHA HLD | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
STNE | STONECO LTD | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
GLOB | GLOBANT S A | $0 | – | 2 | 0.0% | 0.00% | – | |
SRAC | STABLE RD ACQUISITION CORP | $1,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
UAA | UNDER ARMOUR INCcl a | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
U | UNITY SOFTWARE INC | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
FSLY | FASTLY INCcl a | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
MICRO FOCUS INTL PLCspon adr new | $0 | – | 1 | 0.0% | 0.00% | – | ||
ENPH | ENPHASE ENERGY INC | $1,000 | -50.0% | 9 | 0.0% | 0.00% | -100.0% | |
KODK | EASTMAN KODAK CO | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
MDB | MONGODB INCcl a | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
DDOG | DATADOG INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $0 | – | 1 | 0.0% | 0.00% | – | |
CREX | CREATIVE REALITIES INC | $1,000 | 0.0% | 559 | 0.0% | 0.00% | – | |
CVET | COVETRUS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
ROKT | SPDR SER TRs&p kensho final | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
CEIX | CONSOL ENERGY INC DISC COML | $0 | – | 14 | 0.0% | 0.00% | – | |
NWSA | NEWS CORP NEWcl a | $1,000 | – | 21 | 0.0% | 0.00% | – | |
NEP | NEXTERA ENERGY PARTNERS LP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
CHWY | CHEWY INCcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
CERC | CERECOR INC | $0 | – | 23 | 0.0% | 0.00% | – | |
CSIQ | CANADIAN SOLAR INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
NEA | NUVEEN AMT FREE QLTY MUN INC | $1,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
NQP | NUVEEN PENNSYLVANIA QLT MUN | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
BLL | BALL CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
AUTO | AUTOWEB INC | $0 | – | 17 | 0.0% | 0.00% | – | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
ZYNE | ZYNERBA PHARMACEUTICALS INC | $0 | – | 100 | 0.0% | 0.00% | – | |
ADNT | ADIENT PLC | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
OPEN | OPENDOOR TECHNOLOGIES INC | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $0 | -100.0% | 14 | 0.0% | 0.00% | – | |
JNPR | JUNIPER NETWORKS INC | $1,000 | – | 22 | 0.0% | 0.00% | – | |
HPE | HEWLETT PACKARD ENTERPRISE C | $0 | – | 25 | 0.0% | 0.00% | – | |
WIX | WIX COM LTD | $1,000 | – | 2 | 0.0% | 0.00% | – | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
PSTH | PERSHING SQUARE TONTINE HLDG | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
HPQ | HP INC | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
FOXA | FOX CORP | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INCcl c | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 41 | Q2 2023 | 20.3% |
SPDR SER TR | 41 | Q2 2023 | 6.3% |
VANGUARD WHITEHALL FDS INC | 41 | Q2 2023 | 6.8% |
WEST PHARMACEUTICAL SVSC INC | 41 | Q2 2023 | 4.3% |
VANGUARD INDEX FDS | 41 | Q2 2023 | 3.7% |
VANGUARD SPECIALIZED PORTFOL | 41 | Q2 2023 | 5.1% |
VANGUARD TAX-MANAGED INTL FD | 41 | Q2 2023 | 5.6% |
APPLE INC | 41 | Q2 2023 | 4.3% |
EXXON MOBIL CORP | 41 | Q2 2023 | 4.3% |
JOHNSON & JOHNSON | 41 | Q2 2023 | 2.8% |
View Kistler-Tiffany Companies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-01 |
13F-HR | 2023-05-03 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-11 |
13F-HR | 2022-01-25 |
13F-HR | 2021-11-10 |
13F-HR | 2021-08-04 |
13F-HR | 2021-05-07 |
View Kistler-Tiffany Companies, 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.