$1.31 Billion is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 476 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 30.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $78,898,000 | +161.2% | 301,254 | +126.5% | 6.04% | +110.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $66,271,000 | +2.5% | 389,122 | -5.8% | 5.07% | -17.5% |
| AMZN | Buy | AMAZON COM INC | $55,692,000 | +24.1% | 17,687 | +8.7% | 4.26% | -0.1% |
| AAPL | Buy | APPLE INC | $52,157,000 | +49.6% | 450,371 | +371.2% | 3.99% | +20.4% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $47,660,000 | +0.3% | 509,840 | -0.0% | 3.65% | -19.3% |
| CASS | CASS INFORMATION SYS INC | $35,256,000 | +3.1% | 876,147 | 0.0% | 2.70% | -17.0% | |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $27,124,000 | – | 384,841 | +100.0% | 2.08% | – |
| EFV | Sell | ISHARES TReafe value etf | $24,884,000 | -0.4% | 616,713 | -1.4% | 1.90% | -19.9% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $24,838,000 | -0.0% | 421,058 | -9.1% | 1.90% | -19.5% |
| MSFT | Buy | MICROSOFT CORP | $24,318,000 | +6.5% | 115,617 | +3.1% | 1.86% | -14.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $23,047,000 | +89.8% | 108,233 | +59.1% | 1.76% | +52.7% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $21,638,000 | +46.9% | 161,973 | +47.0% | 1.66% | +18.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $19,044,000 | +1.3% | 12,994 | -2.0% | 1.46% | -18.5% |
| NSC | Buy | NORFOLK SOUTHN CORP | $17,851,000 | +302.1% | 83,421 | +229.9% | 1.37% | +223.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $16,951,000 | +4.6% | 11,534 | +0.6% | 1.30% | -15.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $16,622,000 | +1.1% | 150,248 | -2.3% | 1.27% | -18.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $16,590,000 | -3.8% | 158,738 | -8.4% | 1.27% | -22.6% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $15,960,000 | -9.8% | 192,175 | -9.7% | 1.22% | -27.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $14,951,000 | +0.3% | 189,355 | -0.3% | 1.14% | -19.3% |
| INTC | Buy | INTEL CORP | $14,857,000 | -8.8% | 286,930 | +5.3% | 1.14% | -26.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $14,635,000 | +1.7% | 43,548 | -6.3% | 1.12% | -18.2% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $14,404,000 | -19.4% | 276,101 | -24.0% | 1.10% | -35.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $14,020,000 | +8.5% | 64,640 | -4.0% | 1.07% | -12.7% |
| FOCS | Buy | FOCUS FINL PARTNERS INC | $13,002,000 | +172.1% | 396,533 | +174.2% | 1.00% | +119.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $12,705,000 | +6.6% | 37,939 | -1.8% | 0.97% | -14.2% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $11,861,000 | +1.6% | 202,133 | +1.8% | 0.91% | -18.2% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $11,311,000 | +52.4% | 226,805 | +52.4% | 0.87% | +22.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $10,904,000 | +5.2% | 58,263 | -3.5% | 0.84% | -15.3% |
| KO | Buy | COCA COLA CO | $10,096,000 | +16.1% | 204,500 | +5.1% | 0.77% | -6.5% |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $9,741,000 | – | 180,614 | +100.0% | 0.75% | – |
| CHCO | CITY HLDG CO | $9,174,000 | -11.6% | 159,241 | 0.0% | 0.70% | -28.9% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $9,094,000 | -0.3% | 222,346 | -5.4% | 0.70% | -19.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $8,723,000 | +4.4% | 58,590 | -1.4% | 0.67% | -16.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $8,592,000 | +87.6% | 22,417 | +78.6% | 0.66% | +51.3% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $8,392,000 | +4.0% | 21,240 | +2.2% | 0.64% | -16.3% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $8,357,000 | -23.2% | 162,266 | -23.0% | 0.64% | -38.2% |
| MCD | Buy | MCDONALDS CORP | $7,593,000 | +20.3% | 34,594 | +1.1% | 0.58% | -3.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,361,000 | +6.3% | 170,229 | -2.6% | 0.56% | -14.4% |
| ABT | Sell | ABBOTT LABS | $7,119,000 | +17.9% | 65,413 | -0.9% | 0.54% | -5.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $7,114,000 | -1.1% | 82,233 | -1.0% | 0.54% | -20.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,970,000 | +72.1% | 72,402 | +68.2% | 0.53% | +38.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,883,000 | +17.0% | 49,518 | +0.7% | 0.53% | -5.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,837,000 | +10.3% | 30,036 | -2.1% | 0.52% | -11.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $6,697,000 | +66.4% | 61,952 | +66.0% | 0.51% | +33.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $6,592,000 | -27.4% | 23,725 | -35.3% | 0.50% | -41.5% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $6,502,000 | -1.0% | 65,463 | -2.9% | 0.50% | -20.3% |
| NSP | Sell | INSPERITY INC | $6,464,000 | -1.1% | 98,708 | -2.2% | 0.50% | -20.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,718,000 | +98.7% | 44,443 | +81.0% | 0.44% | +59.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $5,672,000 | +65.1% | 34,037 | +10.1% | 0.43% | +32.7% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,635,000 | +11.4% | 53,519 | +2.2% | 0.43% | -10.4% |
| ABBV | Sell | ABBVIE INC | $5,277,000 | -12.1% | 60,247 | -1.5% | 0.40% | -29.2% |
| PEP | Sell | PEPSICO INC | $5,006,000 | +2.3% | 36,121 | -2.4% | 0.38% | -17.6% |
| NFLX | Buy | NETFLIX INC | $4,992,000 | +17.1% | 9,984 | +6.6% | 0.38% | -5.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $4,967,000 | +296.7% | 49,545 | +276.9% | 0.38% | +219.3% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,827,000 | -1.8% | 40,858 | -6.4% | 0.37% | -21.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $4,817,000 | +2.9% | 42,839 | -1.0% | 0.37% | -17.1% |
| HD | Buy | HOME DEPOT INC | $4,757,000 | +13.4% | 17,129 | +2.3% | 0.36% | -8.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,735,000 | +18.1% | 79,594 | +9.4% | 0.36% | -5.0% |
| WMT | Sell | WALMART INC | $4,609,000 | +14.7% | 32,945 | -1.8% | 0.35% | -7.6% |
| CSCO | Buy | CISCO SYS INC | $4,556,000 | +27.5% | 115,652 | +50.9% | 0.35% | +2.6% |
| TSLA | Buy | TESLA INC | $4,543,000 | +159.9% | 10,590 | +554.1% | 0.35% | +109.6% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $4,550,000 | +8.6% | 152,181 | +0.0% | 0.35% | -12.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,518,000 | +13.4% | 14,492 | +7.3% | 0.35% | -8.7% |
| T | Buy | AT&T INC | $4,423,000 | +12.5% | 155,130 | +19.3% | 0.34% | -9.4% |
| MUB | Buy | ISHARES TRnational mun etf | $4,387,000 | +43.1% | 37,840 | +42.5% | 0.34% | +15.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,291,000 | -38.8% | 85,062 | -42.3% | 0.33% | -50.8% |
| MRK | Buy | MERCK & CO. INC | $4,219,000 | +11.8% | 50,864 | +4.2% | 0.32% | -10.0% |
| XOM | Sell | EXXON MOBIL CORP | $4,129,000 | -25.2% | 120,262 | -2.5% | 0.32% | -39.8% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $4,092,000 | -55.5% | 50,560 | -56.7% | 0.31% | -64.2% |
| LBTYK | New | LIBERTY GLOBAL PLC | $4,046,000 | – | 197,018 | +100.0% | 0.31% | – |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $3,993,000 | +681.4% | 84,482 | +635.3% | 0.31% | +524.5% |
| USB | Buy | US BANCORP DEL | $3,999,000 | +83.1% | 111,557 | +88.1% | 0.31% | +47.1% |
| NEE | Buy | NEXTERA ENERGY INC | $3,814,000 | +41.3% | 13,741 | +22.2% | 0.29% | +13.6% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $3,813,000 | -17.2% | 89,043 | -21.7% | 0.29% | -33.3% |
| PFE | Buy | PFIZER INC | $3,811,000 | +14.4% | 103,847 | +2.0% | 0.29% | -7.9% |
| DIS | Buy | DISNEY WALT CO | $3,595,000 | +22.3% | 28,974 | +9.9% | 0.28% | -1.8% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,561,000 | +14.1% | 22,761 | +4.2% | 0.27% | -8.1% |
| RFV | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $3,383,000 | – | 62,100 | +100.0% | 0.26% | – |
| V | Sell | VISA INC | $3,208,000 | -2.5% | 16,042 | -5.8% | 0.25% | -21.4% |
| CVX | Buy | CHEVRON CORP NEW | $3,133,000 | -18.2% | 43,516 | +1.4% | 0.24% | -34.1% |
| VOO | Buy | VANGUARD INDEX FDS | $3,120,000 | +16.1% | 10,141 | +6.9% | 0.24% | -6.6% |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $3,064,000 | – | 62,500 | +100.0% | 0.24% | – |
| BA | Sell | BOEING CO | $2,902,000 | -10.3% | 17,561 | -0.5% | 0.22% | -27.9% |
| FRPT | Buy | FRESHPET INC | $2,887,000 | +83.2% | 25,860 | +37.3% | 0.22% | +47.3% |
| GLD | Buy | SPDR GOLD TR | $2,877,000 | +18.8% | 16,245 | +12.3% | 0.22% | -4.3% |
| AMGN | Buy | AMGEN INC | $2,841,000 | +9.9% | 11,179 | +2.0% | 0.22% | -11.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,817,000 | -8.4% | 23,151 | -9.1% | 0.22% | -26.3% |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $2,827,000 | – | 47,445 | +100.0% | 0.22% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $2,795,000 | -13.5% | 12,097 | -22.4% | 0.21% | -30.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,802,000 | +5.1% | 18,217 | -0.4% | 0.21% | -15.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,673,000 | -2.3% | 17,844 | -6.6% | 0.20% | -21.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,667,000 | -0.2% | 37,981 | -2.9% | 0.20% | -19.7% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,634,000 | -18.4% | 33,078 | -24.7% | 0.20% | -34.2% |
| EMR | Sell | EMERSON ELEC CO | $2,610,000 | -1.9% | 39,806 | -7.2% | 0.20% | -20.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,554,000 | +25.2% | 14,490 | +16.4% | 0.20% | +0.5% |
| DISCK | New | DISCOVERY INC | $2,500,000 | – | 127,568 | +100.0% | 0.19% | – |
| IWV | Sell | ISHARES TRrussell 3000 etf | $2,455,000 | +6.5% | 12,543 | -2.0% | 0.19% | -14.2% |
| GOVT | Buy | ISHARES TRus treas bd etf | $2,354,000 | +22.2% | 84,222 | +22.4% | 0.18% | -1.6% |
| LBRDK | New | LIBERTY BROADBAND CORP | $2,348,000 | – | 16,432 | +100.0% | 0.18% | – |
| QCOM | Buy | QUALCOMM INC | $2,271,000 | +30.0% | 19,301 | +0.8% | 0.17% | +4.8% |
| GM | New | GENERAL MTRS CO | $2,226,000 | – | 75,222 | +100.0% | 0.17% | – |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,140,000 | +4.4% | 42,714 | +2.4% | 0.16% | -15.9% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $2,088,000 | -40.2% | 17,057 | -41.1% | 0.16% | -51.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,090,000 | +19.2% | 45,173 | +0.4% | 0.16% | -4.2% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,082,000 | -0.8% | 32,713 | -5.1% | 0.16% | -20.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,072,000 | +475.6% | 57,185 | +436.1% | 0.16% | +367.6% |
| TOWN | Buy | TOWNEBANK PORTSMOUTH VA | $2,060,000 | +18.4% | 125,580 | +36.0% | 0.16% | -4.2% |
| BAC | Buy | BK OF AMERICA CORP | $2,059,000 | +3.3% | 85,474 | +1.8% | 0.16% | -16.8% |
| PRAA | New | PRA GROUP INC | $2,008,000 | – | 50,271 | +100.0% | 0.15% | – |
| MMM | Sell | 3M CO | $1,990,000 | -2.7% | 12,426 | -5.3% | 0.15% | -22.1% |
| D | Buy | DOMINION ENERGY INC | $1,967,000 | +15.4% | 24,919 | +18.7% | 0.15% | -6.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,972,000 | -7.2% | 10,640 | -11.0% | 0.15% | -25.2% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,965,000 | +548.5% | 17,058 | +471.1% | 0.15% | +417.2% |
| JPIN | New | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $1,943,000 | – | 37,657 | +100.0% | 0.15% | – |
| ZEN | New | ZENDESK INC | $1,918,000 | – | 18,632 | +100.0% | 0.15% | – |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,920,000 | +19.7% | 6 | 0.0% | 0.15% | -3.9% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,907,000 | -1.3% | 13,673 | +5.3% | 0.15% | -20.7% |
| NKE | Buy | NIKE INCcl b | $1,862,000 | +31.2% | 14,830 | +2.5% | 0.14% | +5.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,857,000 | +7.1% | 30,808 | +1.5% | 0.14% | -13.9% |
| HON | Buy | HONEYWELL INTL INC | $1,859,000 | +16.2% | 11,296 | +2.1% | 0.14% | -6.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,844,000 | +32.7% | 10,234 | +21.6% | 0.14% | +6.8% |
| SYY | Sell | SYSCO CORP | $1,770,000 | +8.1% | 28,440 | -5.1% | 0.14% | -13.5% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,740,000 | -0.6% | 9,004 | -10.1% | 0.13% | -20.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,712,000 | +21.3% | 5,062 | +6.1% | 0.13% | -2.2% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,698,000 | +18.5% | 21,061 | +10.0% | 0.13% | -4.4% |
| PNC | New | PNC FINL SVCS GROUP INC | $1,686,000 | – | 15,340 | +100.0% | 0.13% | – |
| ACWI | Sell | ISHARES TRmsci acwi etf | $1,675,000 | +8.1% | 20,954 | -0.3% | 0.13% | -12.9% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,658,000 | -15.4% | 17,948 | -16.4% | 0.13% | -31.7% |
| SBUX | Sell | STARBUCKS CORP | $1,651,000 | +10.7% | 19,212 | -5.3% | 0.13% | -11.3% |
| KMB | Buy | KIMBERLY CLARK CORP | $1,601,000 | +5.7% | 10,843 | +1.2% | 0.12% | -14.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,602,000 | +2.6% | 20,766 | -2.5% | 0.12% | -16.9% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,608,000 | -11.7% | 11,618 | -4.7% | 0.12% | -28.9% |
| NVDA | Buy | NVIDIA CORPORATION | $1,577,000 | +44.8% | 2,914 | +1.6% | 0.12% | +16.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,587,000 | -5.3% | 6,565 | +1.3% | 0.12% | -23.9% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $1,543,000 | +1.6% | 28,428 | -2.3% | 0.12% | -18.1% |
| IYY | Sell | ISHARES TRdow jones us etf | $1,537,000 | +8.4% | 9,220 | -0.5% | 0.12% | -12.6% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,529,000 | – | 18,857 | +100.0% | 0.12% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $1,488,000 | +36.4% | 4,191 | +16.4% | 0.11% | +9.6% |
| KHC | New | KRAFT HEINZ CO | $1,436,000 | – | 47,945 | +100.0% | 0.11% | – |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,438,000 | -4.5% | 24,713 | -5.2% | 0.11% | -23.1% |
| LSXMK | New | LIBERTY MEDIA CORP DEL | $1,438,000 | – | 43,463 | +100.0% | 0.11% | – |
| FDX | Sell | FEDEX CORP | $1,437,000 | +77.6% | 5,712 | -1.0% | 0.11% | +42.9% |
| COP | Buy | CONOCOPHILLIPS | $1,441,000 | +262.1% | 43,892 | +363.5% | 0.11% | +189.5% |
| AEE | Buy | AMEREN CORP | $1,422,000 | +35.0% | 17,979 | +20.1% | 0.11% | +9.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,417,000 | -3.7% | 5,107 | -10.5% | 0.11% | -22.9% |
| HSY | Buy | HERSHEY CO | $1,380,000 | +84.7% | 9,627 | +67.0% | 0.11% | +49.3% |
| ORCL | Sell | ORACLE CORP | $1,377,000 | +0.5% | 23,073 | -6.9% | 0.10% | -19.2% |
| UNP | Sell | UNION PAC CORP | $1,365,000 | +12.1% | 6,936 | -3.7% | 0.10% | -10.3% |
| BDX | Sell | BECTON DICKINSON & CO | $1,363,000 | -9.4% | 5,856 | -6.9% | 0.10% | -27.3% |
| TFC | Buy | TRUIST FINL CORP | $1,352,000 | +1.4% | 35,522 | +0.0% | 0.10% | -18.9% |
| PSX | Buy | PHILLIPS 66 | $1,302,000 | +175.3% | 25,119 | +281.6% | 0.10% | +122.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,291,000 | +9.0% | 29,286 | -1.1% | 0.10% | -12.4% |
| SO | Buy | SOUTHERN CO | $1,241,000 | +8.4% | 22,887 | +3.6% | 0.10% | -12.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,223,000 | -10.3% | 21,247 | -4.0% | 0.09% | -27.7% |
| SLV | Buy | ISHARES SILVER TRishares | $1,226,000 | +127.0% | 56,637 | +78.4% | 0.09% | +84.3% |
| GL | New | GLOBE LIFE INC | $1,215,000 | – | 15,211 | +100.0% | 0.09% | – |
| CSX | Sell | CSX CORP | $1,217,000 | +11.3% | 15,674 | -0.0% | 0.09% | -10.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,167,000 | +2.0% | 5,267 | -4.8% | 0.09% | -18.3% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $1,153,000 | +10.3% | 35,451 | +0.4% | 0.09% | -11.1% |
| FOXA | New | FOX CORP | $1,147,000 | – | 41,224 | +100.0% | 0.09% | – |
| PM | Sell | PHILIP MORRIS INTL INC | $1,141,000 | +2.4% | 15,210 | -4.3% | 0.09% | -17.9% |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $1,135,000 | +4.1% | 34,357 | 0.0% | 0.09% | -16.3% | |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,129,000 | +47.8% | 62,751 | +39.6% | 0.09% | +17.8% |
| DSI | ISHARES TRmsci kld400 soc | $1,121,000 | +8.4% | 8,759 | 0.0% | 0.09% | -12.2% | |
| MDT | Buy | MEDTRONIC PLC | $1,129,000 | +22.9% | 10,864 | +8.4% | 0.09% | -1.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,123,000 | +0.4% | 3,605 | -10.1% | 0.09% | -18.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,123,000 | +2.9% | 18,625 | +0.4% | 0.09% | -17.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,085,000 | +61.7% | 5,505 | +42.9% | 0.08% | +29.7% |
| TGT | Sell | TARGET CORP | $1,069,000 | +22.7% | 6,789 | -6.5% | 0.08% | -1.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,063,000 | +5.5% | 20,365 | +1.3% | 0.08% | -15.6% |
| CAT | Buy | CATERPILLAR INC DEL | $1,051,000 | +36.3% | 7,048 | +15.6% | 0.08% | +9.6% |
| AVGO | Sell | BROADCOM INC | $1,050,000 | +1.4% | 2,882 | -12.2% | 0.08% | -19.2% |
| MORN | Buy | MORNINGSTAR INC | $1,043,000 | +15.1% | 6,496 | +1.1% | 0.08% | -7.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $1,033,000 | -4.1% | 11,882 | -3.6% | 0.08% | -22.5% |
| RWK | New | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $1,015,000 | – | 18,802 | +100.0% | 0.08% | – |
| BK | New | BANK NEW YORK MELLON CORP | $1,019,000 | – | 29,680 | +100.0% | 0.08% | – |
| ESNT | ESSENT GROUP LTD | $1,021,000 | +2.1% | 27,579 | 0.0% | 0.08% | -17.9% | |
| FISV | Sell | FISERV INC | $1,008,000 | -1.0% | 9,785 | -6.2% | 0.08% | -20.6% |
| MO | Sell | ALTRIA GROUP INC | $1,001,000 | -1.7% | 25,918 | -0.1% | 0.08% | -20.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,002,000 | +8.2% | 8,583 | -3.1% | 0.08% | -12.5% |
| LIN | Sell | LINDE PLC | $1,004,000 | +10.1% | 4,216 | -2.0% | 0.08% | -11.5% |
| CTAS | CINTAS CORP | $995,000 | +25.0% | 2,990 | 0.0% | 0.08% | 0.0% | |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $981,000 | +4.8% | 20,177 | +0.6% | 0.08% | -15.7% |
| IWC | Buy | ISHARES TRmicro-cap etf | $962,000 | +141.7% | 10,633 | +133.4% | 0.07% | +94.7% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $956,000 | -20.3% | 12,662 | -26.7% | 0.07% | -36.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $936,000 | +17.0% | 4,355 | +8.6% | 0.07% | -5.3% |
| LLY | Buy | LILLY ELI & CO | $944,000 | -4.7% | 6,378 | +5.7% | 0.07% | -23.4% |
| HSIC | Buy | HENRY SCHEIN INC | $930,000 | +26.5% | 15,826 | +25.7% | 0.07% | +1.4% |
| TXN | Sell | TEXAS INSTRS INC | $934,000 | +9.5% | 6,539 | -2.6% | 0.07% | -12.3% |
| LOW | Sell | LOWES COS INC | $930,000 | -3.2% | 5,609 | -21.1% | 0.07% | -22.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $898,000 | -27.3% | 1,439 | -40.6% | 0.07% | -41.5% |
| SPLK | New | SPLUNK INC | $906,000 | – | 4,816 | +100.0% | 0.07% | – |
| AMG | New | AFFILIATED MANAGERS GROUP IN | $875,000 | – | 12,794 | +100.0% | 0.07% | – |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $869,000 | +10.7% | 1,771 | -1.8% | 0.07% | -10.7% |
| PPG | Sell | PPG INDS INC | $862,000 | +14.5% | 7,062 | -0.5% | 0.07% | -8.3% |
| VSAT | New | VIASAT INC | $851,000 | – | 24,737 | +100.0% | 0.06% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $854,000 | -17.7% | 23,776 | -2.9% | 0.06% | -34.3% |
| DHR | Sell | DANAHER CORPORATION | $848,000 | +6.9% | 3,937 | -12.2% | 0.06% | -13.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $853,000 | +39.8% | 2,903 | +2.6% | 0.06% | +12.1% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $837,000 | -17.0% | 53,007 | -4.5% | 0.06% | -33.3% |
| BANR | Buy | BANNER CORP | $818,000 | -14.8% | 25,352 | +0.4% | 0.06% | -30.8% |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $818,000 | – | 30,120 | +100.0% | 0.06% | – |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $811,000 | +16.4% | 15,677 | +6.3% | 0.06% | -6.1% |
| CRM | Buy | SALESFORCE COM INC | $811,000 | +46.4% | 3,228 | +9.1% | 0.06% | +17.0% |
| PSA | Buy | PUBLIC STORAGE | $815,000 | +17.1% | 3,660 | +0.9% | 0.06% | -6.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $792,000 | +140.7% | 3,310 | +125.3% | 0.06% | +96.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $799,000 | -26.7% | 26,680 | -7.3% | 0.06% | -41.3% |
| SIVB | Sell | SVB FINANCIAL GROUP | $784,000 | +11.7% | 3,257 | -0.1% | 0.06% | -10.4% |
| CVS | Buy | CVS HEALTH CORP | $779,000 | -9.5% | 13,333 | +0.6% | 0.06% | -26.8% |
| ALK | New | ALASKA AIR GROUP INC | $766,000 | – | 20,900 | +100.0% | 0.06% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $750,000 | +23.6% | 9,303 | +13.6% | 0.06% | -1.7% |
| TFSL | TFS FINL CORP | $740,000 | +2.6% | 50,370 | 0.0% | 0.06% | -17.4% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $737,000 | +28.4% | 8,318 | +15.8% | 0.06% | +1.8% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $707,000 | +4.4% | 2,087 | 0.0% | 0.05% | -15.6% | |
| ZTS | Buy | ZOETIS INCcl a | $679,000 | +42.3% | 4,106 | +17.9% | 0.05% | +15.6% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $677,000 | +87.5% | 5,017 | +85.0% | 0.05% | +52.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $682,000 | -8.1% | 2,163 | -10.4% | 0.05% | -26.8% |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $683,000 | – | 20,363 | +100.0% | 0.05% | – |
| ARKK | Sell | ARK ETF TRinnovation etf | $676,000 | +20.7% | 7,352 | -6.4% | 0.05% | -1.9% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $685,000 | +76.1% | 13,433 | +73.4% | 0.05% | +40.5% |
| DE | Buy | DEERE & CO | $672,000 | +43.6% | 3,031 | +1.8% | 0.05% | +13.3% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $668,000 | +0.5% | 10,835 | -2.2% | 0.05% | -19.0% |
| JPSE | New | J P MORGAN EXCHANGE-TRADED Fdiversfd eqt etf | $663,000 | – | 23,324 | +100.0% | 0.05% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $660,000 | +8.2% | 6,362 | +0.0% | 0.05% | -12.1% |
| JPEM | New | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $653,000 | – | 13,979 | +100.0% | 0.05% | – |
| SGC | Buy | SUPERIOR GRP OF COMPANIES IN | $634,000 | +89.3% | 27,304 | +9.1% | 0.05% | +53.1% |
| ALL | Sell | ALLSTATE CORP | $646,000 | -14.1% | 6,860 | -11.5% | 0.05% | -31.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $638,000 | -22.4% | 12,083 | -30.0% | 0.05% | -37.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $639,000 | -5.9% | 4,347 | -18.2% | 0.05% | -24.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $643,000 | +8.1% | 1,456 | -11.3% | 0.05% | -14.0% |
| CME | Buy | CME GROUP INC | $617,000 | +11.4% | 3,689 | +8.2% | 0.05% | -11.3% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $620,000 | +36.6% | 10,799 | +21.6% | 0.05% | +9.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $620,000 | +8.2% | 7,584 | +5.4% | 0.05% | -13.0% |
| MKC | MCCORMICK & CO INC | $613,000 | +8.1% | 3,158 | 0.0% | 0.05% | -13.0% | |
| ITA | Sell | ISHARES TRus aer def etf | $616,000 | -11.4% | 3,892 | -7.7% | 0.05% | -28.8% |
| ADI | Sell | ANALOG DEVICES INC | $603,000 | -24.2% | 5,166 | -20.4% | 0.05% | -39.5% |
| TIP | Sell | ISHARES TRtips bd etf | $603,000 | -14.7% | 4,766 | -17.1% | 0.05% | -31.3% |
| RLGY | New | REALOGY HLDGS CORP | $599,000 | – | 63,480 | +100.0% | 0.05% | – |
| HFC | New | HOLLYFRONTIER CORP | $589,000 | – | 29,901 | +100.0% | 0.04% | – |
| CAH | Buy | CARDINAL HEALTH INC | $593,000 | +159.0% | 12,635 | +187.4% | 0.04% | +104.5% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $583,000 | +2.3% | 5,351 | -1.8% | 0.04% | -16.7% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $569,000 | +8.4% | 6,142 | +0.4% | 0.04% | -12.0% |
| AVY | New | AVERY DENNISON CORP | $581,000 | – | 4,544 | +100.0% | 0.04% | – |
| ICF | Buy | ISHARES TRcohen steer reit | $558,000 | +1.1% | 5,470 | +0.0% | 0.04% | -17.3% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $560,000 | +34.3% | 15,829 | +33.8% | 0.04% | +7.5% |
| EMXC | New | ISHARES INCmsci emrg chn | $566,000 | – | 12,222 | +100.0% | 0.04% | – |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $543,000 | +4.4% | 4,205 | +0.1% | 0.04% | -14.3% |
| WFC | Sell | WELLS FARGO CO NEW | $543,000 | -79.4% | 23,112 | -77.6% | 0.04% | -83.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $541,000 | -15.6% | 6,527 | -15.9% | 0.04% | -32.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $530,000 | +11.3% | 16,890 | +5.5% | 0.04% | -8.9% |
| CLX | Buy | CLOROX CO DEL | $532,000 | +15.7% | 2,531 | +20.6% | 0.04% | -6.8% |
| SHOP | Buy | SHOPIFY INCcl a | $541,000 | +78.0% | 529 | +65.3% | 0.04% | +41.4% |
| INTF | Buy | ISHARES TRmsci intl multft | $532,000 | +8.1% | 21,912 | +2.0% | 0.04% | -12.8% |
| IXUS | Buy | ISHARES TRcore msci total | $520,000 | +10.2% | 8,905 | +2.8% | 0.04% | -11.1% |
| GIS | Sell | GENERAL MLS INC | $506,000 | -4.5% | 8,211 | -4.4% | 0.04% | -22.0% |
| FCF | Sell | FIRST COMWLTH FINL CORP PA | $505,000 | -12.3% | 65,186 | -6.3% | 0.04% | -29.1% |
| GE | Sell | GENERAL ELECTRIC CO | $495,000 | -13.9% | 79,415 | -5.7% | 0.04% | -30.9% |
| IP | Sell | INTERNATIONAL PAPER CO | $494,000 | +14.4% | 12,184 | -0.6% | 0.04% | -7.3% |
| ROK | ROCKWELL AUTOMATION INC | $482,000 | +3.7% | 2,183 | 0.0% | 0.04% | -15.9% | |
| DLTR | Buy | DOLLAR TREE INC | $480,000 | +2.3% | 5,253 | +3.8% | 0.04% | -17.8% |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $489,000 | – | 9,617 | +100.0% | 0.04% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $481,000 | +1.9% | 3,266 | -7.2% | 0.04% | -17.8% |
| IXN | ISHARES TRglobal tech etf | $483,000 | +12.1% | 1,830 | 0.0% | 0.04% | -9.8% | |
| XEL | Buy | XCEL ENERGY INC | $477,000 | +29.3% | 6,913 | +17.2% | 0.04% | +5.7% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $472,000 | +19.2% | 4,151 | +13.5% | 0.04% | -5.3% |
| PAYX | Sell | PAYCHEX INC | $465,000 | -6.8% | 5,825 | -11.5% | 0.04% | -23.4% |
| CORT | New | CORCEPT THERAPEUTICS INC | $470,000 | – | 27,000 | +100.0% | 0.04% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $470,000 | -12.1% | 7,326 | -19.6% | 0.04% | -29.4% |
| AWK | AMERICAN WTR WKS CO INC NEW | $474,000 | +12.6% | 3,272 | 0.0% | 0.04% | -10.0% | |
| INTU | Sell | INTUIT | $467,000 | +9.9% | 1,433 | -0.1% | 0.04% | -10.0% |
| HPQ | Buy | HP INC | $471,000 | +15.2% | 24,811 | +5.8% | 0.04% | -7.7% |
| PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $467,000 | – | 34,147 | +100.0% | 0.04% | – |
| WM | Buy | WASTE MGMT INC DEL | $475,000 | +10.2% | 4,201 | +3.2% | 0.04% | -12.2% |
| ILCG | ISHARES TRmrngstr lg-cp gr | $454,000 | +14.1% | 1,696 | 0.0% | 0.04% | -7.9% | |
| HDS | New | HD SUPPLY HLDGS INC | $458,000 | – | 11,103 | +100.0% | 0.04% | – |
| CI | Sell | CIGNA CORP NEW | $462,000 | -14.8% | 2,725 | -5.6% | 0.04% | -32.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $462,000 | -19.4% | 3,911 | -19.3% | 0.04% | -35.2% |
| A | Buy | AGILENT TECHNOLOGIES INC | $452,000 | +107.3% | 4,473 | +81.7% | 0.04% | +66.7% |
| SRE | Buy | SEMPRA ENERGY | $463,000 | +48.9% | 3,908 | +47.4% | 0.04% | +16.7% |
| DNP | Sell | DNP SELECT INCOME FD INC | $440,000 | -37.5% | 43,799 | -32.3% | 0.03% | -49.3% |
| G | New | GENPACT LIMITED | $450,000 | – | 11,555 | +100.0% | 0.03% | – |
| PML | PIMCO MUN INCOME FD II | $446,000 | +0.5% | 33,000 | 0.0% | 0.03% | -19.0% | |
| CSL | New | CARLISLE COS INC | $431,000 | – | 3,523 | +100.0% | 0.03% | – |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $432,000 | -3.1% | 2,932 | -13.8% | 0.03% | -21.4% |
| UL | Sell | UNILEVER PLCspon adr new | $425,000 | +3.2% | 6,889 | -8.3% | 0.03% | -15.4% |
| IWR | Sell | ISHARES TRrus mid cap etf | $433,000 | +1.6% | 7,543 | -5.0% | 0.03% | -19.5% |
| BP | Buy | BP PLCsponsored adr | $425,000 | -9.8% | 24,360 | +20.5% | 0.03% | -26.7% |
| SYK | Sell | STRYKER CORPORATION | $430,000 | +7.2% | 2,063 | -7.2% | 0.03% | -13.2% |
| DEO | Sell | DIAGEO PLCspon adr new | $416,000 | -2.3% | 3,022 | -4.7% | 0.03% | -22.0% |
| PGR | Buy | PROGRESSIVE CORP | $420,000 | +76.5% | 4,439 | +49.3% | 0.03% | +39.1% |
| STL | Buy | STERLING BANCORP DEL | $412,000 | -9.6% | 39,133 | +0.6% | 0.03% | -25.6% |
| TRV | Sell | TRAVELERS COMPANIES INC | $415,000 | -5.7% | 3,835 | -0.5% | 0.03% | -23.8% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $422,000 | -7.9% | 14,217 | -10.5% | 0.03% | -27.3% |
| PFF | Buy | ISHARES TRpfd and incm sec | $403,000 | +55.0% | 11,064 | +47.3% | 0.03% | +24.0% |
| CNC | Sell | CENTENE CORP DEL | $407,000 | -21.4% | 6,971 | -14.5% | 0.03% | -36.7% |
| WEC | Buy | WEC ENERGY GROUP INC | $402,000 | +16.5% | 4,144 | +5.4% | 0.03% | -6.1% |
| NIO | New | NIO INCspon ads | $406,000 | – | 19,153 | +100.0% | 0.03% | – |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $408,000 | -7.1% | 3,865 | -12.0% | 0.03% | -26.2% |
| ETN | Sell | EATON CORP PLC | $407,000 | -7.1% | 3,993 | -20.3% | 0.03% | -26.2% |
| GILD | Buy | GILEAD SCIENCES INC | $401,000 | -10.5% | 6,346 | +8.9% | 0.03% | -27.9% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $403,000 | -8.2% | 3,782 | -17.4% | 0.03% | -26.2% |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $406,000 | – | 6,571 | +100.0% | 0.03% | – |
| MKL | Sell | MARKEL CORP | $400,000 | -1.5% | 411 | -6.6% | 0.03% | -20.5% |
| WPC | Buy | WP CAREY INC | $395,000 | +4.8% | 6,068 | +9.0% | 0.03% | -16.7% |
| LNT | Buy | ALLIANT ENERGY CORP | $389,000 | +8.7% | 7,527 | +0.7% | 0.03% | -11.8% |
| BYND | New | BEYOND MEAT INC | $388,000 | – | 2,338 | +100.0% | 0.03% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $391,000 | +1.0% | 10,388 | +9.6% | 0.03% | -18.9% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $395,000 | +6.8% | 4,880 | +0.1% | 0.03% | -14.3% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $393,000 | -52.5% | 9,613 | -56.1% | 0.03% | -62.0% |
| IWY | New | ISHARES TRrus tp200 gr etf | $397,000 | – | 3,274 | +100.0% | 0.03% | – |
| EXC | Buy | EXELON CORP | $388,000 | +80.5% | 10,850 | +83.2% | 0.03% | +50.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $390,000 | +1.0% | 5,710 | -3.4% | 0.03% | -18.9% |
| DOW | Sell | DOW INC | $391,000 | +8.3% | 8,315 | -6.1% | 0.03% | -11.8% |
| FCFS | New | FIRSTCASH INC | $374,000 | – | 6,530 | +100.0% | 0.03% | – |
| ED | Buy | CONSOLIDATED EDISON INC | $384,000 | +21.9% | 4,935 | +12.6% | 0.03% | -3.3% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $381,000 | +14.4% | 3,673 | +8.9% | 0.03% | -9.4% |
| IYR | Buy | ISHARES TRu.s. real es etf | $384,000 | +1.3% | 4,814 | +0.0% | 0.03% | -19.4% |
| VAR | VARIAN MED SYS INC | $378,000 | +40.0% | 2,200 | 0.0% | 0.03% | +11.5% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $378,000 | +9.2% | 8,138 | -6.3% | 0.03% | -12.1% |
| RWR | Sell | SPDR SER TRdj reit etf | $379,000 | -73.3% | 4,857 | -73.3% | 0.03% | -78.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $384,000 | +12.6% | 14,342 | +2.5% | 0.03% | -9.4% |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $364,000 | – | 5,525 | +100.0% | 0.03% | – |
| CERN | CERNER CORP | $372,000 | +5.4% | 5,152 | 0.0% | 0.03% | -17.6% | |
| GLW | Buy | CORNING INC | $360,000 | +55.2% | 11,121 | +24.0% | 0.03% | +27.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $365,000 | +44.3% | 1,341 | +54.0% | 0.03% | +16.7% |
| CRBN | ISHARES TRmsci lw crb tg | $360,000 | +8.4% | 2,745 | 0.0% | 0.03% | -12.5% | |
| RHI | New | ROBERT HALF INTL INC | $361,000 | – | 6,813 | +100.0% | 0.03% | – |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $361,000 | -14.3% | 10,557 | +8.2% | 0.03% | -30.0% |
| AFL | Sell | AFLAC INC | $359,000 | -12.9% | 9,873 | -13.7% | 0.03% | -30.8% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $356,000 | +6.0% | 8,024 | -2.4% | 0.03% | -15.6% |
| APD | Sell | AIR PRODS & CHEMS INC | $348,000 | -12.1% | 1,167 | -28.8% | 0.03% | -28.9% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $352,000 | -11.8% | 14,637 | -15.1% | 0.03% | -28.9% |
| TWTR | New | TWITTER INC | $359,000 | – | 8,077 | +100.0% | 0.03% | – |
| SLP | Buy | SIMULATIONS PLUS INC | $350,000 | +28.7% | 4,648 | +2.2% | 0.03% | +3.8% |
| PANW | New | PALO ALTO NETWORKS INC | $334,000 | – | 1,365 | +100.0% | 0.03% | – |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $339,000 | +13.4% | 2,491 | -0.6% | 0.03% | -7.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $346,000 | -7.5% | 1,530 | -12.1% | 0.03% | -27.8% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $343,000 | +18.3% | 276 | 0.0% | 0.03% | -7.1% | |
| NTES | Sell | NETEASE INCsponsored ads | $336,000 | +5.3% | 740 | -0.5% | 0.03% | -13.3% |
| YUM | Sell | YUM BRANDS INC | $343,000 | -5.8% | 3,757 | -10.4% | 0.03% | -25.7% |
| CUT | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $346,000 | +14.2% | 12,331 | 0.0% | 0.03% | -10.3% | |
| ET | Sell | ENERGY TRANSFER LP | $331,000 | -27.3% | 61,032 | -4.6% | 0.02% | -41.9% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $331,000 | +7.1% | 1,587 | +1.0% | 0.02% | -13.8% |
| LUV | Buy | SOUTHWEST AIRLS CO | $321,000 | +11.1% | 8,573 | +1.3% | 0.02% | -7.4% |
| NEM | Sell | NEWMONT CORP | $327,000 | -3.3% | 5,148 | -6.1% | 0.02% | -21.9% |
| OGE | Sell | OGE ENERGY CORP | $326,000 | -1.5% | 10,870 | -0.2% | 0.02% | -19.4% |
| ROOF | New | INDEXIQ ETF TRus rl est smcp | $333,000 | – | 18,982 | +100.0% | 0.02% | – |
| MCO | MOODYS CORP | $322,000 | +5.6% | 1,112 | 0.0% | 0.02% | -13.8% | |
| SMH | VANECK VECTORS ETF TRsemiconductor et | $331,000 | +14.1% | 1,900 | 0.0% | 0.02% | -10.7% | |
| BLK | Buy | BLACKROCK INC | $326,000 | +7.2% | 579 | +3.6% | 0.02% | -13.8% |
| MMU | WESTERN ASSET MANAGED MUNS F | $323,000 | +1.6% | 26,514 | 0.0% | 0.02% | -16.7% | |
| DLN | Sell | WISDOMTREE TRus largecap divd | $331,000 | -3.8% | 3,410 | -8.1% | 0.02% | -24.2% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $323,000 | -23.3% | 1,905 | -23.3% | 0.02% | -37.5% |
| DD | Sell | DUPONT DE NEMOURS INC | $330,000 | -4.6% | 5,944 | -8.8% | 0.02% | -24.2% |
| TEL | New | TE CONNECTIVITY LTD | $321,000 | – | 3,285 | +100.0% | 0.02% | – |
| ARW | New | ARROW ELECTRS INC | $317,000 | – | 4,036 | +100.0% | 0.02% | – |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $319,000 | -4.8% | 5,007 | -15.7% | 0.02% | -25.0% |
| WTRG | Buy | ESSENTIAL UTILS INC | $319,000 | +16.8% | 7,923 | +22.6% | 0.02% | -7.7% |
| BKI | BLACK KNIGHT INC | $310,000 | +20.2% | 3,561 | 0.0% | 0.02% | -4.0% | |
| CROX | New | CROCS INC | $315,000 | – | 7,364 | +100.0% | 0.02% | – |
| AGCO | AGCO CORP | $320,000 | +33.9% | 4,305 | 0.0% | 0.02% | +4.3% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $311,000 | -5.5% | 439 | -24.0% | 0.02% | -22.6% |
| PALL | ABERDEEN STD PALLADIUM ETF Tphyscl palladm | $304,000 | +18.3% | 1,404 | 0.0% | 0.02% | -4.2% | |
| MFC | Buy | MANULIFE FINL CORP | $301,000 | +44.7% | 21,626 | +41.8% | 0.02% | +15.0% |
| HLI | New | HOULIHAN LOKEY INCcl a | $306,000 | – | 5,183 | +100.0% | 0.02% | – |
| O | Sell | REALTY INCOME CORP | $303,000 | +1.7% | 4,985 | -0.6% | 0.02% | -17.9% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $299,000 | +15.0% | 4,955 | +7.2% | 0.02% | -8.0% |
| AOS | New | SMITH A O CORP | $302,000 | – | 5,715 | +100.0% | 0.02% | – |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $281,000 | +148.7% | 52,346 | +171.1% | 0.02% | +100.0% |
| STND | STANDARD AVB FINL CORP | $283,000 | +40.8% | 8,655 | 0.0% | 0.02% | +15.8% | |
| PRU | Buy | PRUDENTIAL FINL INC | $283,000 | +18.4% | 4,461 | +13.5% | 0.02% | -4.3% |
| RAD | New | RITE AID CORP | $293,000 | – | 30,875 | +100.0% | 0.02% | – |
| SUSA | ISHARES TRmsci usa esg slc | $286,000 | +10.0% | 1,943 | 0.0% | 0.02% | -12.0% | |
| MCK | MCKESSON CORP | $291,000 | -2.7% | 1,951 | 0.0% | 0.02% | -21.4% | |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $282,000 | +59.3% | 21,605 | +50.1% | 0.02% | +29.4% |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $284,000 | – | 5,070 | +100.0% | 0.02% | – |
| CR | Sell | CRANE CO | $285,000 | -16.4% | 5,694 | -0.7% | 0.02% | -31.2% |
| AMP | Buy | AMERIPRISE FINL INC | $282,000 | +2.9% | 1,827 | +0.1% | 0.02% | -15.4% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $282,000 | -5.1% | 1,631 | -13.2% | 0.02% | -21.4% |
| IJT | New | ISHARES TRs&p sml 600 gwt | $283,000 | – | 1,603 | +100.0% | 0.02% | – |
| KXI | Sell | ISHARES TRglb cnsm stp etf | $292,000 | +5.4% | 5,265 | -1.8% | 0.02% | -15.4% |
| PENN | New | PENN NATL GAMING INC | $288,000 | – | 3,964 | +100.0% | 0.02% | – |
| TRS | New | TRIMAS CORP | $290,000 | – | 12,730 | +100.0% | 0.02% | – |
| F | Buy | FORD MTR CO DEL | $288,000 | +92.0% | 43,295 | +75.9% | 0.02% | +57.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $274,000 | -2.5% | 4,305 | -7.1% | 0.02% | -22.2% |
| ANTM | Sell | ANTHEM INC | $268,000 | -10.4% | 1,000 | -12.1% | 0.02% | -25.0% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $268,000 | -52.9% | 7,341 | -56.8% | 0.02% | -61.1% |
| STX | Buy | SEAGATE TECHNOLOGY PLC | $280,000 | +7.3% | 5,680 | +5.2% | 0.02% | -16.0% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $275,000 | – | 586 | +100.0% | 0.02% | – |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $280,000 | +12.9% | 31,100 | +54.7% | 0.02% | -12.5% |
| MPC | Buy | MARATHON PETE CORP | $268,000 | -12.7% | 9,120 | +11.1% | 0.02% | -27.6% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $276,000 | – | 1,465 | +100.0% | 0.02% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $271,000 | – | 4,181 | +100.0% | 0.02% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $268,000 | +6.8% | 28,639 | +10.9% | 0.02% | -12.5% |
| IPG | New | INTERPUBLIC GROUP COS INC | $273,000 | – | 16,387 | +100.0% | 0.02% | – |
| AMAT | New | APPLIED MATLS INC | $271,000 | – | 4,565 | +100.0% | 0.02% | – |
| TCOM | New | TRIP COM GROUP LTDads | $273,000 | – | 8,753 | +100.0% | 0.02% | – |
| WRB | New | BERKLEY W R CORP | $279,000 | – | 4,564 | +100.0% | 0.02% | – |
| XRAY | New | DENTSPLY SIRONA INC | $279,000 | – | 6,375 | +100.0% | 0.02% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $268,000 | – | 6,558 | +100.0% | 0.02% | – |
| PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $260,000 | – | 4,196 | +100.0% | 0.02% | – |
| SXT | SENSIENT TECHNOLOGIES CORP | $265,000 | +10.9% | 4,581 | 0.0% | 0.02% | -13.0% | |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $261,000 | +7.0% | 10,619 | +3.3% | 0.02% | -13.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $263,000 | +22.9% | 3,293 | +6.6% | 0.02% | 0.0% |
| ES | Sell | EVERSOURCE ENERGY | $265,000 | -29.7% | 3,170 | -29.9% | 0.02% | -44.4% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $267,000 | -22.6% | 6,756 | -23.5% | 0.02% | -39.4% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $267,000 | 0.0% | 2,226 | -8.6% | 0.02% | -20.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $261,000 | -6.1% | 2,958 | -5.9% | 0.02% | -23.1% |
| ING | Buy | ING GROEP N.V.sponsored adr | $266,000 | +3.9% | 37,540 | +1.2% | 0.02% | -16.7% |
| NUE | Sell | NUCOR CORP | $259,000 | +7.9% | 5,767 | -0.4% | 0.02% | -13.0% |
| K | Sell | KELLOGG CO | $255,000 | -17.2% | 3,951 | -15.2% | 0.02% | -31.0% |
| ZION | New | ZIONS BANCORPORATION N A | $266,000 | – | 9,109 | +100.0% | 0.02% | – |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $242,000 | +10.5% | 6,179 | +3.5% | 0.02% | -9.5% |
| JEF | New | JEFFERIES FINL GROUP INC | $242,000 | – | 13,453 | +100.0% | 0.02% | – |
| DCI | New | DONALDSON INC | $250,000 | – | 5,392 | +100.0% | 0.02% | – |
| IONS | New | IONIS PHARMACEUTICALS INC | $247,000 | – | 5,212 | +100.0% | 0.02% | – |
| DOCU | New | DOCUSIGN INC | $250,000 | – | 1,163 | +100.0% | 0.02% | – |
| R | New | RYDER SYS INC | $250,000 | – | 5,915 | +100.0% | 0.02% | – |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $252,000 | +26.6% | 15,564 | +16.5% | 0.02% | 0.0% |
| BCM | New | BARCLAYS BANK PLCipth pure brd | $233,000 | – | 8,661 | +100.0% | 0.02% | – |
| JPHY | New | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $237,000 | – | 4,742 | +100.0% | 0.02% | – |
| KR | Sell | KROGER CO | $235,000 | -6.7% | 6,916 | -7.1% | 0.02% | -25.0% |
| GHC | New | GRAHAM HLDGS CO | $237,000 | – | 586 | +100.0% | 0.02% | – |
| PSI | Sell | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $232,000 | -24.4% | 3,000 | -28.6% | 0.02% | -37.9% |
| CMI | Sell | CUMMINS INC | $232,000 | +11.5% | 1,099 | -8.6% | 0.02% | -10.0% |
| NOM | Buy | NUVEEN MISSOURI QLT MUN INC | $229,000 | +8.5% | 15,827 | +0.8% | 0.02% | -10.0% |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $235,000 | -45.5% | 22,075 | -47.7% | 0.02% | -56.1% |
| TER | Sell | TERADYNE INC | $238,000 | -5.9% | 2,989 | -0.3% | 0.02% | -25.0% |
| GPN | Sell | GLOBAL PMTS INC | $227,000 | +1.8% | 1,281 | -2.4% | 0.02% | -19.0% |
| KW | New | KENNEDY-WILSON HOLDINGS INC | $220,000 | – | 15,170 | +100.0% | 0.02% | – |
| TRN | New | TRINITY INDS INC | $225,000 | – | 11,531 | +100.0% | 0.02% | – |
| TDG | TRANSDIGM GROUP INC | $227,000 | +7.6% | 478 | 0.0% | 0.02% | -15.0% | |
| BAX | Sell | BAXTER INTL INC | $227,000 | -23.8% | 2,825 | -18.5% | 0.02% | -39.3% |
| BMO | New | BANK MONTREAL QUE | $226,000 | – | 3,874 | +100.0% | 0.02% | – |
| C | Sell | CITIGROUP INC | $223,000 | -26.9% | 5,174 | -13.4% | 0.02% | -41.4% |
| DTE | New | DTE ENERGY CO | $225,000 | – | 1,957 | +100.0% | 0.02% | – |
| W | New | WAYFAIR INCcl a | $219,000 | – | 753 | +100.0% | 0.02% | – |
| VFC | Sell | V F CORP | $227,000 | -18.6% | 3,228 | -29.5% | 0.02% | -37.0% |
| NNI | New | NELNET INCcl a | $214,000 | – | 3,559 | +100.0% | 0.02% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $213,000 | – | 3,887 | +100.0% | 0.02% | – |
| WTM | New | WHITE MTNS INS GROUP LTD | $213,000 | – | 273 | +100.0% | 0.02% | – |
| OKE | Sell | ONEOK INC NEW | $210,000 | -36.4% | 8,066 | -18.9% | 0.02% | -48.4% |
| JETS | ETF SER SOLUTIONSus glb jets | $211,000 | +1.4% | 12,505 | 0.0% | 0.02% | -20.0% | |
| TJX | New | TJX COS INC NEW | $213,000 | – | 3,825 | +100.0% | 0.02% | – |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $215,000 | -11.9% | 3,326 | -6.7% | 0.02% | -30.4% |
| BX | Sell | BLACKSTONE GROUP INC | $210,000 | -38.6% | 4,015 | -33.6% | 0.02% | -51.5% |
| GPC | New | GENUINE PARTS CO | $214,000 | – | 2,246 | +100.0% | 0.02% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $210,000 | – | 3,864 | +100.0% | 0.02% | – |
| PAG | New | PENSKE AUTOMOTIVE GRP INC | $211,000 | – | 4,425 | +100.0% | 0.02% | – |
| ILMN | New | ILLUMINA INC | $208,000 | – | 673 | +100.0% | 0.02% | – |
| CLNY | Buy | COLONY CAP INC NEW | $200,000 | +270.4% | 73,154 | +222.7% | 0.02% | +200.0% |
| HUM | New | HUMANA INC | $201,000 | – | 485 | +100.0% | 0.02% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $201,000 | – | 1,850 | +100.0% | 0.02% | – |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $173,000 | +4.8% | 28,838 | 0.0% | 0.01% | -18.8% | |
| ORI | OLD REP INTL CORP | $156,000 | -9.8% | 10,583 | 0.0% | 0.01% | -25.0% | |
| MFL | BLACKROCK MUNIHLDS INVSTM QL | $154,000 | +4.1% | 11,475 | 0.0% | 0.01% | -14.3% | |
| SMMF | SUMMIT FINL GROUP INC | $148,000 | -10.3% | 10,000 | 0.0% | 0.01% | -31.2% | |
| QUMU | QUMU CORP | $148,000 | +28.7% | 32,085 | 0.0% | 0.01% | 0.0% | |
| PMF | Sell | PIMCO MUN INCOME FD | $146,000 | -45.3% | 10,947 | -44.5% | 0.01% | -56.0% |
| RUTH | New | RUTHS HOSPITALITY GROUP INC | $133,000 | – | 12,000 | +100.0% | 0.01% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $134,000 | -14.1% | 10,874 | +5.6% | 0.01% | -33.3% |
| NR | Buy | NEWPARK RES INC | $136,000 | -49.1% | 129,254 | +7.9% | 0.01% | -60.0% |
| WATT | New | ENERGOUS CORP | $126,000 | – | 42,763 | +100.0% | 0.01% | – |
| GAB | Buy | GABELLI EQUITY TR INC | $121,000 | +7.1% | 23,840 | +6.2% | 0.01% | -18.2% |
| ACBI | ATLANTIC CAP BANCSHARES INC | $114,000 | -6.6% | 10,000 | 0.0% | 0.01% | -25.0% | |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $121,000 | -9.7% | 16,978 | -16.7% | 0.01% | -30.8% |
| CAL | New | CALERES INC | $103,000 | – | 10,805 | +100.0% | 0.01% | – |
| APA | New | APACHE CORP | $98,000 | – | 10,299 | +100.0% | 0.01% | – |
| PFN | PIMCO INCOME STRATEGY FD II | $91,000 | +3.4% | 10,060 | 0.0% | 0.01% | -12.5% | |
| PAVM | PAVMED INC | $73,000 | -16.1% | 41,087 | 0.0% | 0.01% | -25.0% | |
| EDD | Buy | MORGAN STANLEY EMERGING MKTS | $61,000 | 0.0% | 10,962 | +1.7% | 0.01% | -16.7% |
| BSQR | New | BSQUARE CORP | $28,000 | – | 20,606 | +100.0% | 0.00% | – |
| TGB | TASEKO MINES LTD | $32,000 | +113.3% | 30,000 | 0.0% | 0.00% | +100.0% | |
| TXMD | THERAPEUTICSMD INC | $28,000 | +27.3% | 17,500 | 0.0% | 0.00% | 0.0% | |
| ISIG | INSIGNIA SYS INC | $12,000 | -7.7% | 17,838 | 0.0% | 0.00% | 0.0% | |
| AMPE | Sell | AMPIO PHARMACEUTICALS INC | $14,000 | +40.0% | 14,819 | -7.8% | 0.00% | 0.0% |
| GE | Exit | GENERAL ELECTRIC COcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
| HCRSQ | Exit | HI-CRUSH PARTNERS LP | $0 | – | -10,000 | -100.0% | 0.00% | – |
| KLXE | Exit | KLX ENERGY SERVICS HOLDNGS I | $0 | – | -10,000 | -100.0% | -0.00% | – |
| AEG | Exit | AEGON N V | $0 | – | -24,249 | -100.0% | -0.01% | – |
| AEYE | Exit | AUDIOEYE INC | $0 | – | -11,531 | -100.0% | -0.01% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,590 | -100.0% | -0.02% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -1,469 | -100.0% | -0.02% | – |
| BMTC | Exit | BRYN MAWR BK CORP | $0 | – | -7,255 | -100.0% | -0.02% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -5,397 | -100.0% | -0.02% | – |
| TFI | Exit | SPDR SER TRnuveen brc munic | $0 | – | -3,978 | -100.0% | -0.02% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -4,065 | -100.0% | -0.02% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -4,054 | -100.0% | -0.02% | – |
| TTE | Exit | TOTAL S.A.sponsored ads | $0 | – | -5,787 | -100.0% | -0.02% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -575 | -100.0% | -0.02% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -8,049 | -100.0% | -0.02% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -419 | -100.0% | -0.02% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -7,545 | -100.0% | -0.02% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -5,233 | -100.0% | -0.02% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -4,364 | -100.0% | -0.02% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -3,085 | -100.0% | -0.03% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -12,697 | -100.0% | -0.04% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -233 | -100.0% | -0.04% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -3,839 | -100.0% | -0.04% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -4,394 | -100.0% | -0.05% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -9,262 | -100.0% | -0.05% | – |
| FGD | Exit | FIRST TR EXCHANGE TRADED FDdj glbl divid | $0 | – | -30,090 | -100.0% | -0.05% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -6,700 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-10 |
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.