$1.05 Billion is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 406 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $64,628,000 | +62.2% | 412,882 | +33.6% | 6.15% | +59.9% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $47,529,000 | -2.0% | 510,021 | -6.1% | 4.52% | -3.4% |
| AMZN | Sell | AMAZON COM INC | $44,886,000 | +22.5% | 16,270 | -13.5% | 4.27% | +20.8% |
| AAPL | Sell | APPLE INC | $34,870,000 | -12.5% | 95,586 | -39.0% | 3.32% | -13.7% |
| CASS | CASS INFORMATION SYS INC | $34,196,000 | +11.0% | 876,147 | 0.0% | 3.25% | +9.5% | |
| FB | Sell | FACEBOOK INCcl a | $30,208,000 | -47.0% | 133,033 | -61.1% | 2.87% | -47.8% |
| EFV | Buy | ISHARES TReafe value etf | $24,994,000 | +32.9% | 625,307 | +18.7% | 2.38% | +31.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $24,840,000 | +12.8% | 463,269 | -5.7% | 2.36% | +11.3% |
| MSFT | Sell | MICROSOFT CORP | $22,826,000 | +5.5% | 112,161 | -18.3% | 2.17% | +4.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $18,802,000 | +19.7% | 13,259 | -1.9% | 1.79% | +18.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $17,871,000 | -7.7% | 363,447 | -21.2% | 1.70% | -8.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $17,689,000 | +207.4% | 212,814 | +203.9% | 1.68% | +203.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $17,251,000 | +12.5% | 173,222 | +0.6% | 1.64% | +11.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $16,447,000 | +11.4% | 153,826 | -7.5% | 1.56% | +9.8% |
| INTC | Sell | INTEL CORP | $16,299,000 | +2.8% | 272,426 | -7.0% | 1.55% | +1.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $16,209,000 | +19.1% | 11,466 | -2.0% | 1.54% | +17.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $14,912,000 | +1.0% | 189,893 | -10.2% | 1.42% | -0.4% |
| IEI | New | ISHARES TR3 7 yr treas bd | $14,732,000 | – | 110,210 | +100.0% | 1.40% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $14,390,000 | +3.3% | 46,467 | -13.8% | 1.37% | +1.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $12,923,000 | +15.7% | 67,323 | -9.2% | 1.23% | +14.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $12,140,000 | -18.7% | 68,007 | -16.8% | 1.16% | -19.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $11,913,000 | -2.7% | 38,632 | -18.7% | 1.13% | -4.1% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $11,674,000 | +14.8% | 198,612 | +14.8% | 1.11% | +13.1% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $10,882,000 | -23.0% | 210,777 | -22.8% | 1.04% | -24.1% |
| CHCO | CITY HLDG CO | $10,378,000 | -2.0% | 159,241 | 0.0% | 0.99% | -3.4% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $10,367,000 | +8.0% | 60,388 | -11.0% | 0.99% | +6.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $9,203,000 | +1133.6% | 116,819 | +1007.3% | 0.88% | +1115.3% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $9,118,000 | -0.2% | 235,060 | -14.2% | 0.87% | -1.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $9,076,000 | +99.5% | 36,657 | +53.4% | 0.86% | +96.6% |
| KO | Sell | COCA COLA CO | $8,694,000 | -4.8% | 194,590 | -5.7% | 0.83% | -6.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,355,000 | +20.6% | 59,412 | +12.4% | 0.80% | +19.0% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $8,066,000 | +24.5% | 20,774 | -0.0% | 0.77% | +22.7% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $7,421,000 | +29.9% | 148,817 | +27.3% | 0.71% | +28.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $7,193,000 | +114.5% | 83,048 | +114.7% | 0.68% | +111.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,013,000 | +373.2% | 147,302 | +307.6% | 0.67% | +366.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,924,000 | +9.7% | 174,808 | -7.1% | 0.66% | +8.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $6,568,000 | -4.1% | 67,395 | -19.3% | 0.62% | -5.4% |
| NSP | Sell | INSPERITY INC | $6,535,000 | +71.7% | 100,957 | -1.0% | 0.62% | +69.2% |
| MCD | Buy | MCDONALDS CORP | $6,312,000 | +15.1% | 34,216 | +3.1% | 0.60% | +13.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,200,000 | +18.3% | 30,682 | -8.3% | 0.59% | +16.6% |
| ABT | Sell | ABBOTT LABS | $6,037,000 | +5.5% | 66,033 | -8.9% | 0.57% | +4.0% |
| ABBV | Sell | ABBVIE INC | $6,006,000 | +26.6% | 61,174 | -1.7% | 0.57% | +24.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $5,882,000 | -5.1% | 49,190 | -12.7% | 0.56% | -6.5% |
| XOM | Sell | EXXON MOBIL CORP | $5,517,000 | -1.4% | 123,364 | -16.3% | 0.52% | -2.8% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,059,000 | -36.1% | 52,361 | -48.2% | 0.48% | -37.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,914,000 | -20.9% | 43,633 | -30.3% | 0.47% | -22.0% |
| PEP | Sell | PEPSICO INC | $4,893,000 | -9.8% | 36,995 | -18.1% | 0.46% | -11.1% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $4,779,000 | -25.4% | 144,592 | -48.0% | 0.45% | -26.4% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $4,683,000 | +11.2% | 43,280 | -1.0% | 0.44% | +9.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $4,605,000 | +138.0% | 113,678 | +82.9% | 0.44% | +134.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $4,579,000 | -39.4% | 12,548 | -43.7% | 0.44% | -40.3% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $4,439,000 | -64.0% | 25,283 | -70.1% | 0.42% | -64.5% |
| NFLX | Sell | NETFLIX INC | $4,262,000 | -15.0% | 9,367 | -29.9% | 0.40% | -16.3% |
| HD | Sell | HOME DEPOT INC | $4,196,000 | +13.9% | 16,750 | -15.1% | 0.40% | +12.4% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $4,190,000 | +24.9% | 152,148 | +6.5% | 0.40% | +23.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,049,000 | -18.5% | 43,045 | -22.0% | 0.38% | -19.6% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $4,025,000 | +168.9% | 37,317 | +165.0% | 0.38% | +166.0% |
| WMT | Sell | WALMART INC | $4,020,000 | -12.5% | 33,564 | -17.0% | 0.38% | -13.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $4,010,000 | -14.1% | 72,737 | -16.3% | 0.38% | -15.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $3,983,000 | -4.7% | 13,502 | -19.4% | 0.38% | -6.0% |
| T | Sell | AT&T INC | $3,931,000 | -31.7% | 130,030 | -34.1% | 0.37% | -32.6% |
| CVX | Sell | CHEVRON CORP NEW | $3,830,000 | +7.4% | 42,923 | -12.8% | 0.36% | +5.8% |
| MRK | Sell | MERCK & CO. INC | $3,774,000 | -12.8% | 48,803 | -13.2% | 0.36% | -13.9% |
| CSCO | Sell | CISCO SYS INC | $3,574,000 | -15.0% | 76,639 | -28.4% | 0.34% | -16.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $3,489,000 | +64.1% | 28,982 | +36.3% | 0.33% | +62.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $3,436,000 | +11.4% | 30,905 | -6.4% | 0.33% | +10.1% |
| PFE | Sell | PFIZER INC | $3,331,000 | -25.0% | 101,860 | -25.1% | 0.32% | -25.9% |
| V | Sell | VISA INC | $3,290,000 | -0.3% | 17,030 | -16.9% | 0.31% | -1.6% |
| BA | Sell | BOEING CO | $3,234,000 | +14.8% | 17,641 | -6.6% | 0.31% | +13.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,233,000 | +24.5% | 15,581 | -0.9% | 0.31% | +22.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $3,229,000 | +40.5% | 43,949 | +15.5% | 0.31% | +38.3% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,122,000 | +25.4% | 21,836 | +3.8% | 0.30% | +23.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,077,000 | -14.6% | 25,476 | -21.6% | 0.29% | -15.8% |
| MUB | Buy | ISHARES TRnational mun etf | $3,065,000 | +115.5% | 26,563 | +111.1% | 0.29% | +112.4% |
| DIS | Sell | DISNEY WALT CO | $2,939,000 | -9.8% | 26,359 | -21.8% | 0.28% | -10.8% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,877,000 | +20.2% | 24,552 | +6.1% | 0.27% | +18.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,735,000 | -30.1% | 19,099 | -44.1% | 0.26% | -31.0% |
| NEE | Sell | NEXTERA ENERGY INC | $2,700,000 | -20.2% | 11,244 | -20.0% | 0.26% | -21.2% |
| VOO | Sell | VANGUARD INDEX FDS | $2,688,000 | -0.7% | 9,483 | -17.1% | 0.26% | -1.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,672,000 | +7.1% | 39,122 | -12.0% | 0.25% | +5.4% |
| EMR | Sell | EMERSON ELEC CO | $2,660,000 | +12.0% | 42,878 | -14.0% | 0.25% | +10.5% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,665,000 | +12.4% | 18,292 | -11.0% | 0.25% | +10.5% |
| WFC | Sell | WELLS FARGO CO NEW | $2,640,000 | -47.1% | 103,132 | -40.7% | 0.25% | -47.8% |
| AMGN | Sell | AMGEN INC | $2,585,000 | -30.6% | 10,961 | -40.3% | 0.25% | -31.5% |
| GLD | Buy | SPDR GOLD TR | $2,422,000 | +37.1% | 14,470 | +21.2% | 0.23% | +35.3% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $2,305,000 | +21.1% | 12,801 | -0.3% | 0.22% | +19.0% |
| USB | Sell | US BANCORP DEL | $2,184,000 | -3.3% | 59,323 | -9.5% | 0.21% | -4.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,125,000 | +26.6% | 11,949 | +2.4% | 0.20% | +24.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,099,000 | -0.6% | 34,484 | -12.7% | 0.20% | -2.0% |
| MMM | Sell | 3M CO | $2,046,000 | -8.9% | 13,116 | -20.3% | 0.20% | -10.1% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,049,000 | +37.3% | 41,713 | +14.3% | 0.20% | +35.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,040,000 | -26.4% | 12,446 | -40.9% | 0.19% | -27.3% |
| BAC | Sell | BK OF AMERICA CORP | $1,993,000 | -27.2% | 83,930 | -35.0% | 0.19% | -28.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,959,000 | +37.9% | 21,481 | +20.8% | 0.19% | +35.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,933,000 | +2.4% | 12,986 | -6.0% | 0.18% | +1.1% |
| GOVT | Buy | ISHARES TRus treas bd etf | $1,927,000 | +0.3% | 68,830 | +0.3% | 0.18% | -1.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,822,000 | +89.0% | 12,194 | +67.3% | 0.17% | +86.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,754,000 | -47.3% | 44,988 | -53.6% | 0.17% | -48.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,751,000 | +13.8% | 10,016 | -7.4% | 0.17% | +12.8% |
| TSLA | Sell | TESLA INC | $1,748,000 | +3.1% | 1,619 | -50.0% | 0.17% | +1.8% |
| QCOM | Sell | QUALCOMM INC | $1,747,000 | +30.3% | 19,157 | -3.3% | 0.17% | +28.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,734,000 | -50.4% | 30,342 | -56.7% | 0.16% | -51.0% |
| TOWN | Sell | TOWNEBANK PORTSMOUTH VA | $1,740,000 | -22.3% | 92,348 | -25.4% | 0.16% | -23.6% |
| D | Sell | DOMINION ENERGY INC | $1,704,000 | -25.7% | 20,987 | -33.9% | 0.16% | -26.7% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,675,000 | -0.4% | 6,479 | -16.1% | 0.16% | -1.9% |
| SYY | Buy | SYSCO CORP | $1,637,000 | +39.6% | 29,953 | +16.5% | 0.16% | +38.1% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $1,604,000 | -34.5% | 6 | -33.3% | 0.15% | -35.2% |
| HON | Sell | HONEYWELL INTL INC | $1,600,000 | -11.6% | 11,063 | -18.2% | 0.15% | -13.1% |
| FRPT | Sell | FRESHPET INC | $1,576,000 | +4.1% | 18,835 | -20.6% | 0.15% | +2.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,561,000 | -5.8% | 21,309 | -14.7% | 0.15% | -7.5% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $1,549,000 | -11.6% | 21,017 | -24.9% | 0.15% | -13.0% |
| KMB | Sell | KIMBERLY CLARK CORP | $1,514,000 | +3.3% | 10,713 | -6.5% | 0.14% | +2.1% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $1,519,000 | +12.8% | 29,090 | -0.3% | 0.14% | +10.8% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,506,000 | -51.4% | 26,082 | -52.6% | 0.14% | -52.2% |
| BDX | Sell | BECTON DICKINSON & CO | $1,504,000 | -24.1% | 6,287 | -27.1% | 0.14% | -25.1% |
| SBUX | Sell | STARBUCKS CORP | $1,492,000 | -56.1% | 20,278 | -60.7% | 0.14% | -56.6% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,472,000 | -10.6% | 5,708 | -24.0% | 0.14% | -11.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,433,000 | +43.2% | 19,154 | +20.1% | 0.14% | +40.2% |
| NKE | Sell | NIKE INCcl b | $1,419,000 | +10.5% | 14,470 | -6.7% | 0.14% | +8.9% |
| RWR | New | SPDR SER TRdj reit etf | $1,421,000 | – | 18,213 | +100.0% | 0.14% | – |
| IYY | Buy | ISHARES TRdow jones us etf | $1,418,000 | +79.5% | 9,265 | +47.9% | 0.14% | +77.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,411,000 | -6.9% | 4,770 | -23.9% | 0.13% | -8.2% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,390,000 | -8.1% | 8,418 | -29.5% | 0.13% | -9.6% |
| ORCL | Sell | ORACLE CORP | $1,370,000 | -9.6% | 24,793 | -20.9% | 0.13% | -11.0% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,363,000 | – | 22,122 | +100.0% | 0.13% | – |
| TFC | Sell | TRUIST FINL CORP | $1,333,000 | +14.2% | 35,511 | -6.2% | 0.13% | +12.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,252,000 | +41.5% | 13,147 | +27.1% | 0.12% | +40.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $1,236,000 | -14.7% | 2,423 | -27.0% | 0.12% | -15.7% |
| UNP | Sell | UNION PAC CORP | $1,218,000 | -56.2% | 7,204 | -63.5% | 0.12% | -56.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,199,000 | +51.2% | 17,263 | +24.6% | 0.11% | +50.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,184,000 | -41.7% | 29,611 | -50.3% | 0.11% | -42.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,144,000 | +20.3% | 5,532 | -8.0% | 0.11% | +18.5% |
| SO | Sell | SOUTHERN CO | $1,145,000 | -19.9% | 22,092 | -16.3% | 0.11% | -21.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,114,000 | -11.2% | 15,895 | -7.6% | 0.11% | -12.4% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,118,000 | -1.0% | 4,010 | -24.7% | 0.11% | -2.8% |
| NVDA | Sell | NVIDIA CORPORATION | $1,089,000 | +16.5% | 2,867 | -19.2% | 0.10% | +15.6% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $1,090,000 | -12.1% | 34,357 | -28.3% | 0.10% | -13.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,091,000 | -15.0% | 3,599 | -20.1% | 0.10% | -16.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,091,000 | -28.1% | 18,551 | -31.8% | 0.10% | -28.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,090,000 | +269.5% | 28,796 | +183.9% | 0.10% | +271.4% |
| CSX | Sell | CSX CORP | $1,093,000 | +16.3% | 15,675 | -4.4% | 0.10% | +14.3% |
| NVS | Sell | NOVARTIS AGsponsored adr | $1,077,000 | -0.5% | 12,330 | -6.0% | 0.10% | -1.9% |
| AEE | Sell | AMEREN CORP | $1,053,000 | -8.4% | 14,965 | -5.1% | 0.10% | -9.9% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $1,045,000 | +39.3% | 35,326 | +14.9% | 0.10% | +37.5% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,038,000 | -12.0% | 24,487 | -5.1% | 0.10% | -13.2% |
| AVGO | Sell | BROADCOM INC | $1,036,000 | +4.0% | 3,282 | -21.8% | 0.10% | +3.1% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $1,034,000 | +21.1% | 8,759 | -0.1% | 0.10% | +19.5% |
| FISV | Sell | FISERV INC | $1,018,000 | -10.5% | 10,427 | -13.0% | 0.10% | -11.8% |
| MO | Sell | ALTRIA GROUP INC | $1,018,000 | -11.7% | 25,937 | -13.0% | 0.10% | -12.6% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $1,008,000 | -6.4% | 20,109 | -17.4% | 0.10% | -7.7% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,009,000 | +23.2% | 55,517 | -3.0% | 0.10% | +21.5% |
| ESNT | Buy | ESSENT GROUP LTD | $1,000,000 | +51.1% | 27,579 | +9.8% | 0.10% | +48.4% |
| LLY | Sell | LILLY ELI & CO | $991,000 | -13.0% | 6,036 | -26.5% | 0.09% | -14.5% |
| LOW | Sell | LOWES COS INC | $961,000 | +39.5% | 7,113 | -11.2% | 0.09% | +37.9% |
| BANR | BANNER CORP | $960,000 | +15.0% | 25,259 | 0.0% | 0.09% | +12.3% | |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $936,000 | -6.5% | 20,057 | -14.0% | 0.09% | -8.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $926,000 | +35.2% | 8,858 | +3.9% | 0.09% | +33.3% |
| LIN | Sell | LINDE PLC | $912,000 | +5.3% | 4,301 | -14.0% | 0.09% | +3.6% |
| MDT | Sell | MEDTRONIC PLC | $919,000 | -16.7% | 10,019 | -18.1% | 0.09% | -17.9% |
| MORN | Buy | MORNINGSTAR INC | $906,000 | +56.2% | 6,425 | +28.7% | 0.09% | +53.6% |
| TGT | Sell | TARGET CORP | $871,000 | +21.1% | 7,264 | -6.1% | 0.08% | +20.3% |
| CVS | Sell | CVS HEALTH CORP | $861,000 | -14.1% | 13,248 | -21.6% | 0.08% | -15.5% |
| TXN | Sell | TEXAS INSTRS INC | $853,000 | +10.2% | 6,716 | -13.3% | 0.08% | +8.0% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $828,000 | -49.7% | 21,918 | -58.2% | 0.08% | -50.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $822,000 | -31.7% | 17,272 | -41.9% | 0.08% | -32.8% |
| FDX | Sell | FEDEX CORP | $809,000 | +4.0% | 5,769 | -10.1% | 0.08% | +2.7% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $800,000 | +13.3% | 4,010 | -14.7% | 0.08% | +11.8% |
| ADI | Sell | ANALOG DEVICES INC | $796,000 | +32.4% | 6,491 | -3.2% | 0.08% | +31.0% |
| CTAS | Sell | CINTAS CORP | $796,000 | +46.3% | 2,990 | -4.8% | 0.08% | +46.2% |
| ADBE | Sell | ADOBE INC | $785,000 | -8.0% | 1,803 | -32.7% | 0.08% | -8.5% |
| DHR | Sell | DANAHER CORPORATION | $793,000 | -12.3% | 4,483 | -31.4% | 0.08% | -13.8% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $764,000 | -27.0% | 44,959 | -35.3% | 0.07% | -27.7% |
| CAT | Sell | CATERPILLAR INC DEL | $771,000 | -59.4% | 6,095 | -62.7% | 0.07% | -60.1% |
| ALL | Buy | ALLSTATE CORP | $752,000 | +8.5% | 7,755 | +2.7% | 0.07% | +7.5% |
| PPG | Sell | PPG INDS INC | $753,000 | +21.1% | 7,098 | -4.7% | 0.07% | +20.0% |
| HSY | Sell | HERSHEY CO | $747,000 | -6.5% | 5,763 | -4.5% | 0.07% | -7.8% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $742,000 | -5.4% | 2,414 | -6.9% | 0.07% | -6.6% |
| HSIC | HENRY SCHEIN INC | $735,000 | +15.6% | 12,591 | 0.0% | 0.07% | +14.8% | |
| TFSL | Sell | TFS FINL CORP | $721,000 | -8.6% | 50,370 | -2.5% | 0.07% | -9.2% |
| SIVB | New | SVB FINANCIAL GROUP | $702,000 | – | 3,259 | +100.0% | 0.07% | – |
| TIP | Sell | ISHARES TRtips bd etf | $707,000 | -41.1% | 5,751 | -43.5% | 0.07% | -42.2% |
| DNP | Buy | DNP SELECT INCOME FD | $704,000 | +11.0% | 64,743 | +0.0% | 0.07% | +9.8% |
| PSA | New | PUBLIC STORAGE | $696,000 | – | 3,629 | +100.0% | 0.07% | – |
| ITA | Sell | ISHARES TRus aer def etf | $695,000 | -19.4% | 4,217 | -29.6% | 0.07% | -20.5% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $697,000 | +108.1% | 14,742 | +75.0% | 0.07% | +106.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $679,000 | +15.5% | 5,316 | -11.4% | 0.06% | +14.0% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $672,000 | – | 6,700 | +100.0% | 0.06% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $671,000 | -10.9% | 3,853 | -51.0% | 0.06% | -12.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $677,000 | +5.6% | 2,087 | -14.4% | 0.06% | +3.2% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $665,000 | -1.0% | 11,076 | -5.3% | 0.06% | -3.1% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $641,000 | – | 7,759 | +100.0% | 0.06% | – |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $607,000 | -2.3% | 8,192 | -19.2% | 0.06% | -3.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $610,000 | -11.5% | 2,830 | -20.1% | 0.06% | -12.1% |
| QUAL | Sell | ISHARES TRusa quality fctr | $610,000 | -42.8% | 6,361 | -51.7% | 0.06% | -43.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $595,000 | -15.6% | 1,641 | -34.0% | 0.06% | -16.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $574,000 | -12.0% | 7,184 | -10.8% | 0.06% | -12.7% |
| GE | Sell | GENERAL ELECTRIC CO | $575,000 | -23.6% | 84,241 | -11.2% | 0.06% | -24.7% |
| FCF | FIRST COMWLTH FINL CORP PA | $576,000 | -9.4% | 69,562 | 0.0% | 0.06% | -9.8% | |
| MKC | Sell | MCCORMICK & CO INC | $567,000 | +17.6% | 3,158 | -7.6% | 0.05% | +17.4% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $573,000 | -12.7% | 7,195 | -12.3% | 0.05% | -14.3% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $570,000 | -14.7% | 5,451 | -23.8% | 0.05% | -15.6% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $569,000 | -40.3% | 17,008 | -49.2% | 0.05% | -41.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $573,000 | -36.7% | 4,846 | -38.3% | 0.05% | -37.9% |
| CRM | Sell | SALESFORCE COM INC | $554,000 | -17.6% | 2,960 | -36.6% | 0.05% | -18.5% |
| CME | Sell | CME GROUP INC | $554,000 | -12.9% | 3,410 | -7.3% | 0.05% | -13.1% |
| ARKK | Buy | ARK ETF TRinnovation etf | $560,000 | +105.9% | 7,855 | +27.1% | 0.05% | +103.8% |
| ICF | Buy | ISHARES TRcohen steer reit | $552,000 | +20.5% | 5,469 | +9.4% | 0.05% | +18.2% |
| CI | Buy | CIGNA CORP NEW | $542,000 | +14.6% | 2,886 | +8.2% | 0.05% | +13.0% |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $541,000 | – | 30,090 | +100.0% | 0.05% | – |
| SLV | Buy | ISHARES SILVER TRishares | $540,000 | +168.7% | 31,739 | +106.0% | 0.05% | +168.4% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $535,000 | – | 9,115 | +100.0% | 0.05% | – |
| GIS | Sell | GENERAL MLS INC | $530,000 | +9.5% | 8,592 | -6.2% | 0.05% | +6.4% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $523,000 | – | 9,262 | +100.0% | 0.05% | – |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $525,000 | +3.6% | 6,120 | -9.8% | 0.05% | +2.0% |
| CNC | Sell | CENTENE CORP DEL | $518,000 | -53.4% | 8,149 | -56.5% | 0.05% | -54.2% |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $511,000 | – | 11,490 | +100.0% | 0.05% | – |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $520,000 | +33.7% | 4,202 | +31.6% | 0.05% | +28.9% |
| PAYX | Sell | PAYCHEX INC | $499,000 | +18.0% | 6,582 | -2.1% | 0.05% | +14.6% |
| INTF | Sell | ISHARES TRmultifactor intl | $492,000 | +8.1% | 21,482 | -4.4% | 0.05% | +6.8% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $491,000 | +47.4% | 4,394 | +18.1% | 0.05% | +46.9% |
| DE | Sell | DEERE & CO | $468,000 | +3.3% | 2,978 | -9.2% | 0.04% | +2.3% |
| ZTS | New | ZOETIS INCcl a | $477,000 | – | 3,482 | +100.0% | 0.04% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $472,000 | -0.2% | 3,520 | -9.4% | 0.04% | -2.2% |
| DLTR | Sell | DOLLAR TREE INC | $469,000 | +19.9% | 5,060 | -4.9% | 0.04% | +18.4% |
| PSX | Sell | PHILLIPS 66 | $473,000 | +17.7% | 6,583 | -12.2% | 0.04% | +15.4% |
| BP | Sell | BP PLCsponsored adr | $471,000 | -29.4% | 20,215 | -26.1% | 0.04% | -29.7% |
| IXUS | Buy | ISHARES TRcore msci total | $472,000 | +16.5% | 8,660 | +0.4% | 0.04% | +15.4% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $476,000 | -20.7% | 16,011 | -31.1% | 0.04% | -22.4% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $465,000 | +25.7% | 2,183 | -10.9% | 0.04% | +22.2% |
| CLX | Sell | CLOROX CO DEL | $460,000 | -34.5% | 2,098 | -48.2% | 0.04% | -35.3% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $458,000 | -15.7% | 15,888 | -21.6% | 0.04% | -15.4% |
| STL | Sell | STERLING BANCORP DEL | $456,000 | +5.1% | 38,895 | -6.3% | 0.04% | +2.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $454,000 | -30.9% | 8,883 | -32.3% | 0.04% | -31.7% |
| GILD | Sell | GILEAD SCIENCES INC | $448,000 | +1.4% | 5,825 | -1.5% | 0.04% | 0.0% |
| ET | Buy | ENERGY TRANSFER LP | $455,000 | +64.9% | 63,943 | +6.7% | 0.04% | +59.3% |
| MTUM | Buy | ISHARES TRusa momentum fct | $446,000 | +40.7% | 3,402 | +14.4% | 0.04% | +35.5% |
| CDNS | CADENCE DESIGN SYSTEM INC | $439,000 | +45.4% | 4,580 | 0.0% | 0.04% | +44.8% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $439,000 | -6.6% | 4,390 | -17.3% | 0.04% | -6.7% |
| TRV | Buy | TRAVELERS COMPANIES INC | $440,000 | +29.8% | 3,855 | +13.0% | 0.04% | +27.3% |
| ETN | Sell | EATON CORP PLC | $438,000 | +12.3% | 5,011 | -0.2% | 0.04% | +10.5% |
| PML | PIMCO MUN INCOME FD II | $444,000 | +6.5% | 33,000 | 0.0% | 0.04% | +5.0% | |
| IWR | ISHARES TRrus mid cap etf | $426,000 | +24.2% | 7,943 | 0.0% | 0.04% | +24.2% | |
| IXN | ISHARES TRglobal tech etf | $431,000 | +29.0% | 1,830 | 0.0% | 0.04% | +28.1% | |
| DEO | Sell | DIAGEO P L Cspon adr new | $426,000 | -4.7% | 3,172 | -9.7% | 0.04% | -4.7% |
| IP | Sell | INTL PAPER CO | $432,000 | -63.1% | 12,256 | -67.4% | 0.04% | -63.7% |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $431,000 | -18.1% | 42,217 | -21.6% | 0.04% | -19.6% |
| WM | Sell | WASTE MGMT INC DEL | $431,000 | -0.2% | 4,069 | -12.8% | 0.04% | -2.4% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $421,000 | -19.2% | 2,484 | -14.1% | 0.04% | -20.0% |
| INTU | Buy | INTUIT | $425,000 | +82.4% | 1,434 | +41.6% | 0.04% | +81.8% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $421,000 | +19.3% | 9,757 | +1.0% | 0.04% | +17.6% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $421,000 | +10.8% | 3,272 | +3.1% | 0.04% | +8.1% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $417,000 | +8.6% | 11,828 | +0.9% | 0.04% | +8.1% |
| HPQ | Sell | HP INC | $409,000 | -6.0% | 23,446 | -6.5% | 0.04% | -7.1% |
| AFL | Sell | AFLAC INC | $412,000 | -0.5% | 11,440 | -5.5% | 0.04% | -2.5% |
| MKL | Buy | MARKEL CORP | $406,000 | +3.6% | 440 | +4.3% | 0.04% | +2.6% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $412,000 | +4.3% | 3,839 | -15.9% | 0.04% | +2.6% |
| UL | Sell | UNILEVER PLCspon adr new | $412,000 | -1.0% | 7,509 | -8.8% | 0.04% | -2.5% |
| IWC | Sell | ISHARES TRmicro-cap etf | $398,000 | +1.8% | 4,556 | -21.8% | 0.04% | 0.0% |
| SYK | Sell | STRYKER CORPORATION | $401,000 | -6.7% | 2,224 | -13.9% | 0.04% | -7.3% |
| ILCG | ISHARES TRmrngstr lg-cp gr | $398,000 | +26.3% | 1,696 | 0.0% | 0.04% | +26.7% | |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $399,000 | +17.7% | 17,249 | +6.0% | 0.04% | +15.2% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $396,000 | -40.5% | 3,658 | -49.1% | 0.04% | -40.6% |
| COP | Sell | CONOCOPHILLIPS | $398,000 | +3.4% | 9,470 | -24.1% | 0.04% | +2.7% |
| APD | Sell | AIR PRODS & CHEMS INC | $396,000 | -20.0% | 1,639 | -33.9% | 0.04% | -20.8% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $387,000 | -23.5% | 9,476 | -29.1% | 0.04% | -24.5% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $386,000 | +1.3% | 5,909 | -20.1% | 0.04% | 0.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $389,000 | +4.0% | 7,745 | +0.8% | 0.04% | +2.8% |
| IYR | Sell | ISHARES TRu.s. real es etf | $379,000 | -32.9% | 4,813 | -40.8% | 0.04% | -33.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $374,000 | -17.4% | 1,741 | -37.2% | 0.04% | -18.2% |
| WPC | Sell | WP CAREY INC | $377,000 | +7.7% | 5,568 | -7.7% | 0.04% | +5.9% |
| ES | Sell | EVERSOURCE ENERGY | $377,000 | -0.8% | 4,523 | -7.0% | 0.04% | -2.7% |
| YUM | Sell | YUM BRANDS INC | $364,000 | +8.0% | 4,194 | -14.8% | 0.04% | +6.1% |
| XEL | Sell | XCEL ENERGY INC | $369,000 | -49.7% | 5,897 | -51.6% | 0.04% | -50.7% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $368,000 | -45.6% | 12,697 | -51.6% | 0.04% | -46.2% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $370,000 | +18.6% | 4,874 | -7.2% | 0.04% | +16.7% |
| BKNG | New | BOOKING HOLDINGS INC | $371,000 | – | 233 | +100.0% | 0.04% | – |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $361,000 | -1.1% | 2,712 | -18.4% | 0.03% | -2.9% |
| LNT | Buy | ALLIANT ENERGY CORP | $358,000 | +5.9% | 7,477 | +6.9% | 0.03% | +3.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $360,000 | -74.0% | 10,666 | -74.1% | 0.03% | -74.6% |
| CERN | Sell | CERNER CORP | $353,000 | +3.2% | 5,152 | -5.2% | 0.03% | +3.0% |
| DOW | Sell | DOW INC | $361,000 | +4.9% | 8,851 | -24.7% | 0.03% | +3.0% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $346,000 | +10.9% | 8,682 | -2.1% | 0.03% | +10.0% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $345,000 | +7.8% | 8,835 | -0.5% | 0.03% | +6.5% |
| DD | Sell | DUPONT DE NEMOURS INC | $346,000 | +34.6% | 6,518 | -13.6% | 0.03% | +32.0% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $344,000 | +20.7% | 3,709 | +5.2% | 0.03% | +22.2% |
| BX | Sell | BLACKSTONE GROUP INC | $342,000 | +23.5% | 6,043 | -0.7% | 0.03% | +22.2% |
| WEC | Sell | WEC ENERGY GROUP INC | $345,000 | -19.2% | 3,932 | -18.9% | 0.03% | -19.5% |
| CRBN | ISHARES TRmsci lw crb tg | $332,000 | +18.1% | 2,745 | 0.0% | 0.03% | +18.5% | |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $336,000 | +2.8% | 8,224 | -16.6% | 0.03% | 0.0% |
| NEM | New | NEWMONT CORP | $338,000 | – | 5,480 | +100.0% | 0.03% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $341,000 | +37.5% | 13,991 | +16.7% | 0.03% | +33.3% |
| CR | Sell | CRANE CO | $341,000 | +20.9% | 5,735 | -0.1% | 0.03% | +18.5% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $335,000 | 0.0% | 5,938 | -20.0% | 0.03% | 0.0% |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $333,000 | – | 3,373 | +100.0% | 0.03% | – |
| SGC | Buy | SUPERIOR GRP OF COMPANIES IN | $335,000 | +76.3% | 25,023 | +11.7% | 0.03% | +77.8% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $329,000 | -5.2% | 1,469 | -24.5% | 0.03% | -6.1% |
| ISRG | New | INTUITIVE SURGICAL INC | $329,000 | – | 578 | +100.0% | 0.03% | – |
| OGE | Sell | OGE ENERGY CORP | $331,000 | -27.7% | 10,895 | -27.0% | 0.03% | -29.5% |
| OKE | Sell | ONEOK INC NEW | $330,000 | +46.7% | 9,942 | -3.6% | 0.03% | +40.9% |
| MMU | WESTERN ASSET MANAGED MUNS F | $318,000 | +0.3% | 26,514 | 0.0% | 0.03% | -3.2% | |
| SRE | Sell | SEMPRA ENERGY | $311,000 | -15.9% | 2,652 | -19.0% | 0.03% | -16.7% |
| ED | Sell | CONSOLIDATED EDISON INC | $315,000 | -8.4% | 4,384 | -0.5% | 0.03% | -9.1% |
| NTES | NETEASE INCsponsored ads | $319,000 | +33.5% | 744 | 0.0% | 0.03% | +30.4% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $314,000 | +3.0% | 3,085 | 0.0% | 0.03% | +3.4% | |
| SHOP | New | SHOPIFY INCcl a | $304,000 | – | 320 | +100.0% | 0.03% | – |
| CUT | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $303,000 | +17.4% | 12,331 | 0.0% | 0.03% | +16.0% | |
| PSI | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $307,000 | +34.6% | 4,200 | 0.0% | 0.03% | +31.8% | |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $309,000 | +15.3% | 1,571 | -0.5% | 0.03% | +11.5% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $303,000 | +18.4% | 2,987 | -6.9% | 0.03% | +16.0% |
| K | Buy | KELLOGG CO | $308,000 | +15.4% | 4,657 | +4.7% | 0.03% | +11.5% |
| C | Sell | CITIGROUP INC | $305,000 | -74.7% | 5,976 | -79.1% | 0.03% | -75.0% |
| MPC | Sell | MARATHON PETE CORP | $307,000 | -6.7% | 8,209 | -41.1% | 0.03% | -9.4% |
| MCO | Sell | MOODYS CORP | $305,000 | -37.1% | 1,112 | -51.5% | 0.03% | -38.3% |
| BLK | Sell | BLACKROCK INC | $304,000 | -10.3% | 559 | -27.5% | 0.03% | -12.1% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $290,000 | – | 276 | +100.0% | 0.03% | – |
| MCK | Sell | MCKESSON CORP | $299,000 | +3.1% | 1,951 | -9.1% | 0.03% | 0.0% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $299,000 | – | 2,505 | +100.0% | 0.03% | – |
| BAX | Sell | BAXTER INTL INC | $298,000 | -21.0% | 3,466 | -25.4% | 0.03% | -22.2% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $297,000 | -36.9% | 1,879 | -51.5% | 0.03% | -37.8% |
| ANTM | Sell | ANTHEM INC | $299,000 | +9.1% | 1,138 | -5.6% | 0.03% | +7.7% |
| O | New | REALTY INCOME CORP | $298,000 | – | 5,017 | +100.0% | 0.03% | – |
| SMH | VANECK VECTORS ETF TRsemiconductor et | $290,000 | +30.0% | 1,900 | 0.0% | 0.03% | +27.3% | |
| USMV | Sell | ISHARES TRmsci min vol etf | $281,000 | -43.9% | 4,635 | -50.0% | 0.03% | -43.8% |
| LUV | Sell | SOUTHWEST AIRLS CO | $289,000 | -72.8% | 8,464 | -71.6% | 0.03% | -73.5% |
| VFC | Sell | V F CORP | $279,000 | -10.6% | 4,580 | -20.7% | 0.03% | -10.0% |
| WTRG | Sell | ESSENTIAL UTILS INC | $273,000 | -3.5% | 6,465 | -7.0% | 0.03% | -3.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $278,000 | +11.2% | 3,144 | +7.2% | 0.03% | +8.3% |
| SLP | New | SIMULATIONS PLUS INC | $272,000 | – | 4,550 | +100.0% | 0.03% | – |
| KXI | ISHARES TRglb cnsm stp etf | $277,000 | +8.2% | 5,360 | 0.0% | 0.03% | +4.0% | |
| VAR | Sell | VARIAN MED SYS INC | $270,000 | +16.9% | 2,200 | -2.2% | 0.03% | +18.2% |
| AMP | Sell | AMERIPRISE FINL INC | $274,000 | +31.7% | 1,826 | -10.2% | 0.03% | +30.0% |
| BKI | Sell | BLACK KNIGHT INC | $258,000 | +21.7% | 3,561 | -2.5% | 0.02% | +25.0% |
| PMF | Buy | PIMCO MUN INCOME FD | $267,000 | +8.5% | 19,712 | +1.3% | 0.02% | +4.2% |
| MGC | New | VANGUARD WORLD FDmega cap index | $267,000 | – | 2,435 | +100.0% | 0.02% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $261,000 | – | 5,233 | +100.0% | 0.02% | – |
| NR | Sell | NEWPARK RES INC | $267,000 | +130.2% | 119,833 | -7.7% | 0.02% | +127.3% |
| PFF | ISHARES TRpfd and incm sec | $260,000 | +8.8% | 7,511 | 0.0% | 0.02% | +8.7% | |
| RIO | Sell | RIO TINTO PLCsponsored adr | $260,000 | -2.6% | 4,622 | -21.1% | 0.02% | -3.8% |
| STX | Sell | SEAGATE TECHNOLOGY PLC | $261,000 | -5.8% | 5,400 | -5.0% | 0.02% | -7.4% |
| SUSA | ISHARES TRmsci usa esg slc | $260,000 | +22.1% | 1,943 | 0.0% | 0.02% | +19.0% | |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $265,000 | – | 4,364 | +100.0% | 0.02% | – |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $253,000 | -26.5% | 871 | -39.8% | 0.02% | -27.3% |
| ING | Sell | ING GROEP N.V.sponsored adr | $256,000 | +24.9% | 37,107 | -6.8% | 0.02% | +20.0% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $248,000 | +5.5% | 20,100 | -23.3% | 0.02% | +4.3% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $251,000 | -2.3% | 25,828 | -2.3% | 0.02% | -4.0% |
| PALL | Sell | ABERDEEN STD PALLADIUM ETF Tphyscl palladm | $257,000 | -18.9% | 1,404 | -1.7% | 0.02% | -22.6% |
| TER | New | TERADYNE INC | $253,000 | – | 2,997 | +100.0% | 0.02% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $248,000 | – | 7,545 | +100.0% | 0.02% | – |
| KR | Sell | KROGER CO | $252,000 | +4.1% | 7,444 | -7.5% | 0.02% | +4.3% |
| PGR | Sell | PROGRESSIVE CORP OHIO | $238,000 | -34.4% | 2,974 | -39.4% | 0.02% | -34.3% |
| SPG | New | SIMON PPTY GROUP INC NEW | $244,000 | – | 3,564 | +100.0% | 0.02% | – |
| SHW | Sell | SHERWIN WILLIAMS CO | $242,000 | +7.6% | 419 | -14.3% | 0.02% | +4.5% |
| AGCO | AGCO CORP | $239,000 | +17.7% | 4,305 | 0.0% | 0.02% | +15.0% | |
| SXT | New | SENSIENT TECHNOLOGIES CORP | $239,000 | – | 4,581 | +100.0% | 0.02% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $244,000 | – | 10,279 | +100.0% | 0.02% | – |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $245,000 | -21.5% | 8,049 | -15.7% | 0.02% | -23.3% |
| PRU | New | PRUDENTIAL FINL INC | $239,000 | – | 3,930 | +100.0% | 0.02% | – |
| NUE | Sell | NUCOR CORP | $240,000 | +14.8% | 5,790 | -0.1% | 0.02% | +15.0% |
| CAH | Sell | CARDINAL HEALTH INC | $229,000 | -64.3% | 4,396 | -67.1% | 0.02% | -64.5% |
| GLW | Sell | CORNING INC | $232,000 | -18.6% | 8,972 | -35.2% | 0.02% | -18.5% |
| NOW | New | SERVICENOW INC | $233,000 | – | 575 | +100.0% | 0.02% | – |
| A | Sell | AGILENT TECHNOLOGIES INC | $218,000 | -40.9% | 2,462 | -52.2% | 0.02% | -41.7% |
| GPN | Sell | GLOBAL PMTS INC | $223,000 | -5.5% | 1,312 | -19.9% | 0.02% | -8.7% |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $219,000 | – | 5,971 | +100.0% | 0.02% | – |
| TTE | Sell | TOTAL S.A.sponsored ads | $223,000 | -0.9% | 5,787 | -4.3% | 0.02% | -4.5% |
| JETS | New | ETF SER SOLUTIONSus glb jets | $208,000 | – | 12,505 | +100.0% | 0.02% | – |
| MFC | Sell | MANULIFE FINL CORP | $208,000 | -29.7% | 15,255 | -35.4% | 0.02% | -31.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $214,000 | +1.4% | 3,090 | +176.1% | 0.02% | 0.0% |
| TFI | Sell | SPDR SER TRnuveen brc munic | $206,000 | -5.5% | 3,978 | -8.7% | 0.02% | -4.8% |
| SNY | Sell | SANOFIsponsored adr | $208,000 | -19.4% | 4,065 | -31.0% | 0.02% | -20.0% |
| TDG | New | TRANSDIGM GROUP INC | $211,000 | – | 478 | +100.0% | 0.02% | – |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $210,000 | -20.8% | 4,054 | -31.3% | 0.02% | -23.1% |
| CMI | Sell | CUMMINS INC | $208,000 | -82.9% | 1,202 | -86.6% | 0.02% | -82.9% |
| FE | Sell | FIRSTENERGY CORP | $209,000 | -10.3% | 5,397 | -7.1% | 0.02% | -9.1% |
| EXC | Sell | EXELON CORP | $215,000 | -7.7% | 5,923 | -6.4% | 0.02% | -9.1% |
| NOM | Buy | NUVEEN MISSOURI QLT MUN INC | $211,000 | +1.4% | 15,695 | +0.8% | 0.02% | 0.0% |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $199,000 | +18.5% | 13,357 | 0.0% | 0.02% | +18.8% | |
| EVBG | New | EVERBRIDGE INC | $203,000 | – | 1,469 | +100.0% | 0.02% | – |
| BMTC | BRYN MAWR BK CORP | $201,000 | -2.4% | 7,255 | 0.0% | 0.02% | -5.0% | |
| CB | Sell | CHUBB LIMITED | $201,000 | -21.5% | 1,590 | -30.7% | 0.02% | -24.0% |
| STND | New | STANDARD AVB FINL CORP | $201,000 | – | 8,655 | +100.0% | 0.02% | – |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $177,000 | +9.3% | 14,398 | 0.0% | 0.02% | +6.2% | |
| ORI | New | OLD REP INTL CORP | $173,000 | – | 10,583 | +100.0% | 0.02% | – |
| SMMF | SUMMIT FINL GROUP INC | $165,000 | -22.2% | 10,000 | 0.0% | 0.02% | -20.0% | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $165,000 | +17.9% | 28,838 | 0.0% | 0.02% | +14.3% | |
| KMI | New | KINDER MORGAN INC DEL | $156,000 | – | 10,301 | +100.0% | 0.02% | – |
| MFL | BLACKROCK MUNIHLDS INVSTM QL | $148,000 | -1.3% | 11,475 | 0.0% | 0.01% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $150,000 | +59.6% | 24,613 | +26.6% | 0.01% | +55.6% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $134,000 | +103.0% | 20,383 | +57.8% | 0.01% | +116.7% |
| ACBI | ATLANTIC CAP BANCSHARES INC | $122,000 | +2.5% | 10,000 | 0.0% | 0.01% | +9.1% | |
| AEYE | Sell | AUDIOEYE INC | $115,000 | +15.0% | 11,531 | -48.8% | 0.01% | +10.0% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $113,000 | -55.9% | 19,306 | -62.7% | 0.01% | -56.0% |
| GAB | GABELLI EQUITY TR INC | $113,000 | +15.3% | 22,447 | 0.0% | 0.01% | +22.2% | |
| QUMU | QUMU CORP | $115,000 | +117.0% | 32,085 | 0.0% | 0.01% | +120.0% | |
| PFN | PIMCO INCOME STRATEGY FD II | $88,000 | +15.8% | 10,060 | 0.0% | 0.01% | +14.3% | |
| PAVM | Buy | PAVMED INC | $87,000 | +10.1% | 41,087 | +2.7% | 0.01% | 0.0% |
| AEG | New | AEGON N V | $71,000 | – | 24,249 | +100.0% | 0.01% | – |
| EDD | Buy | MORGAN STANLEY EMERGING MKTS | $61,000 | +10.9% | 10,775 | +2.3% | 0.01% | +20.0% |
| CLNY | Buy | COLONY CAP INC NEW | $54,000 | +42.1% | 22,668 | +4.9% | 0.01% | +25.0% |
| TXMD | New | THERAPEUTICSMD INC | $22,000 | – | 17,500 | +100.0% | 0.00% | – |
| KLXE | New | KLX ENERGY SERVICS HOLDNGS I | $22,000 | – | 10,000 | +100.0% | 0.00% | – |
| AMPE | New | AMPIO PHARMACEUTICALS INC | $10,000 | – | 16,080 | +100.0% | 0.00% | – |
| ISIG | New | INSIGNIA SYS INC | $13,000 | – | 17,838 | +100.0% | 0.00% | – |
| TGB | TASEKO MINES LTD | $15,000 | +87.5% | 30,000 | 0.0% | 0.00% | 0.0% | |
| HCRSQ | HI-CRUSH PARTNERS LP | $2,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | |
| QQQ | Exit | INVESCO QQQ TRcall | $0 | – | -200 | -100.0% | 0.00% | – |
| GE | GENERAL ELECTRIC COcall | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -14,952 | -100.0% | -0.00% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INCcall | $0 | – | -2,500 | -100.0% | -0.00% | – |
| SJT | Exit | SAN JUAN BASIN RTY TRunit ben int | $0 | – | -10,000 | -100.0% | -0.00% | – |
| BSQR | Exit | BSQUARE CORP | $0 | – | -20,606 | -100.0% | -0.00% | – |
| JMF | Exit | NUVEEN ENERGY MLP TOTL RTRNF | $0 | – | -20,086 | -100.0% | -0.00% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -26,658 | -100.0% | -0.01% | – |
| APA | Exit | APACHE CORP | $0 | – | -19,668 | -100.0% | -0.01% | – |
| USO | Exit | UNITED STATES OIL FUND LPunits | $0 | – | -23,090 | -100.0% | -0.01% | – |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -18,425 | -100.0% | -0.01% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -10,510 | -100.0% | -0.01% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -14,280 | -100.0% | -0.02% | – |
| SIVR | Exit | ABERDEEN STD SILVER ETF TR | $0 | – | -13,971 | -100.0% | -0.02% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -10,436 | -100.0% | -0.02% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -13,453 | -100.0% | -0.02% | – |
| EVT | Exit | EATON VANCE TAX ADVT DIV INC | $0 | – | -11,746 | -100.0% | -0.02% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -1,317 | -100.0% | -0.02% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -3,887 | -100.0% | -0.02% | – |
| TCOM | Exit | TRIP COM GROUP LTDads | $0 | – | -8,753 | -100.0% | -0.02% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -4,932 | -100.0% | -0.02% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,404 | -100.0% | -0.02% | – |
| RACE | Exit | FERRARI N V | $0 | – | -1,461 | -100.0% | -0.02% | – |
| GAM | Exit | GENERAL AMERN INVS INC | $0 | – | -8,200 | -100.0% | -0.02% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -2,333 | -100.0% | -0.02% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -4,188 | -100.0% | -0.02% | – |
| AWR | Exit | AMER STATES WTR CO | $0 | – | -2,905 | -100.0% | -0.02% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -10,158 | -100.0% | -0.02% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -9,760 | -100.0% | -0.02% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -5,350 | -100.0% | -0.02% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -6,332 | -100.0% | -0.02% | – |
| IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -5,212 | -100.0% | -0.02% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -5,202 | -100.0% | -0.02% | – |
| CORT | Exit | CORCEPT THERAPEUTICS INC | $0 | – | -22,000 | -100.0% | -0.02% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -7,337 | -100.0% | -0.02% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -2,085 | -100.0% | -0.02% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,896 | -100.0% | -0.02% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -3,961 | -100.0% | -0.03% | – |
| XSLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p smlcp low | $0 | – | -8,014 | -100.0% | -0.03% | – |
| GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -12,080 | -100.0% | -0.03% | – |
| GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -2,753 | -100.0% | -0.03% | – |
| BWFG | Exit | BANKWELL FINL GROUP INC | $0 | – | -18,658 | -100.0% | -0.03% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -875 | -100.0% | -0.03% | – |
| RETA | Exit | REATA PHARMACEUTICALS INCcl a | $0 | – | -2,000 | -100.0% | -0.03% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -1,982 | -100.0% | -0.03% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -14,200 | -100.0% | -0.03% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -9,235 | -100.0% | -0.03% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -5,038 | -100.0% | -0.03% | – |
| IGSB | Exit | ISHARES TRsh tr crport etf | $0 | – | -6,130 | -100.0% | -0.03% | – |
| VFVA | Exit | VANGUARD WELLINGTON FDus value factr | $0 | – | -6,950 | -100.0% | -0.03% | – |
| UCON | Exit | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $0 | – | -13,705 | -100.0% | -0.03% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,994 | -100.0% | -0.03% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -1,545 | -100.0% | -0.03% | – |
| PPL | Exit | PPL CORP | $0 | – | -14,478 | -100.0% | -0.03% | – |
| ILTB | Exit | ISHARES TRcore lt usdb etf | $0 | – | -5,055 | -100.0% | -0.04% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -1,480 | -100.0% | -0.04% | – |
| IYLD | Exit | ISHARES TRmrngstr inc etf | $0 | – | -18,275 | -100.0% | -0.04% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -4,981 | -100.0% | -0.04% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -4,289 | -100.0% | -0.04% | – |
| ESGD | Exit | ISHARES TResg msci eafe | $0 | – | -7,526 | -100.0% | -0.04% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -3,202 | -100.0% | -0.04% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -2,664 | -100.0% | -0.05% | – |
| QUS | Exit | SPDR SER TRmsci usa strtgic | $0 | – | -6,366 | -100.0% | -0.05% | – |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -49,101 | -100.0% | -0.05% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -6,001 | -100.0% | -0.05% | – |
| SGOL | Exit | ABERDEEN STD GOLD ETF TR | $0 | – | -37,834 | -100.0% | -0.06% | – |
| JAGG | Exit | J P MORGAN EXCHANGE-TRADED Fus aggregate | $0 | – | -22,303 | -100.0% | -0.06% | – |
| HHC | Exit | HOWARD HUGHES CORP | $0 | – | -12,100 | -100.0% | -0.06% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -11,303 | -100.0% | -0.06% | – |
| SPLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p500 low vol | $0 | – | -14,646 | -100.0% | -0.07% | – |
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -31,394 | -100.0% | -0.07% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -29,986 | -100.0% | -0.07% | – |
| QQQE | Exit | DIREXION SHS ETF TRnas100 eql wgt | $0 | – | -16,404 | -100.0% | -0.07% | – |
| IGR | Exit | CBRE CLARION GLOBAL REAL EST | $0 | – | -149,200 | -100.0% | -0.08% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -8,353 | -100.0% | -0.08% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -48,334 | -100.0% | -0.08% | – |
| LIVN | Exit | LIVANOVA PLC | $0 | – | -17,600 | -100.0% | -0.08% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -26,627 | -100.0% | -0.08% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -29,350 | -100.0% | -0.08% | – |
| CRI | Exit | CARTERS INC | $0 | – | -12,659 | -100.0% | -0.08% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -12,761 | -100.0% | -0.08% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -9,432 | -100.0% | -0.08% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -35,136 | -100.0% | -0.08% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -6,745 | -100.0% | -0.08% | – |
| TRN | Exit | TRINITY INDS INC | $0 | – | -60,036 | -100.0% | -0.09% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -46,676 | -100.0% | -0.09% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -20,824 | -100.0% | -0.10% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -14,797 | -100.0% | -0.10% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -7,570 | -100.0% | -0.10% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -11,835 | -100.0% | -0.11% | – |
| MAS | Exit | MASCO CORP | $0 | – | -33,740 | -100.0% | -0.11% | – |
| HUM | Exit | HUMANA INC | $0 | – | -3,728 | -100.0% | -0.11% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -18,817 | -100.0% | -0.11% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -18,637 | -100.0% | -0.12% | – |
| PRAA | Exit | PRA GROUP INC | $0 | – | -45,908 | -100.0% | -0.12% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -14,542 | -100.0% | -0.16% | – |
| ACA | Exit | ARCOSA INC | $0 | – | -41,535 | -100.0% | -0.16% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -4,286 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 42 | Q3 2023 | 18.1% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 6.1% |
| ISHARES TR | 42 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
| ISHARES TR | 42 | Q3 2023 | 4.2% |
| APPLE INC | 42 | Q3 2023 | 4.0% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.5% |
| US BANCORP DEL | 42 | Q3 2023 | 3.3% |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View BUCKINGHAM STRATEGIC WEALTH, 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.