$778 Million is the total value of RWA WEALTH PARTNERS, LLC's 597 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 976.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEMG | Buy | ISHARES INCcore msci emkt | $25,068,000 | +4.0% | 429,249 | +1.3% | 3.22% | +19.0% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $17,889,000 | +467.2% | 210,859 | +484.2% | 2.30% | +548.2% |
BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $15,142,000 | +116.4% | 193,044 | +118.2% | 1.95% | +147.4% |
HYS | Buy | PIMCO ETF TR0-5 high yield | $13,597,000 | +4.4% | 136,434 | +5.3% | 1.75% | +19.5% |
IBND | Buy | SPDR SERIES TRUSTblombrg brc intl | $12,379,000 | +28.8% | 343,762 | +26.4% | 1.59% | +47.4% |
FHLC | Buy | FIDELITYmsci hlth care i | $12,319,000 | +57.8% | 309,373 | +58.5% | 1.58% | +80.4% |
TFI | Buy | SPDR SER TRnuveen brc munic | $10,065,000 | +72.3% | 209,565 | +75.6% | 1.30% | +97.1% |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $9,379,000 | +11.4% | 196,124 | +11.6% | 1.21% | +27.5% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $9,015,000 | +18.1% | 121,348 | +20.3% | 1.16% | +35.1% |
EFG | Buy | ISHARES TReafe grwth etf | $7,956,000 | +944.1% | 98,986 | +949.0% | 1.02% | +1089.5% |
HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $7,076,000 | +20.3% | 228,323 | +21.1% | 0.91% | +37.7% |
PEP | Buy | PEPSICO INC | $6,163,000 | -8.2% | 56,468 | +0.9% | 0.79% | +5.2% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $5,792,000 | +113.7% | 210,088 | +116.3% | 0.74% | +144.3% |
BWX | Buy | SPDR SERIES TRUSTblomberg intl tr | $5,615,000 | +693.1% | 190,284 | +664.0% | 0.72% | +802.5% |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $5,486,000 | – | 54,165 | +100.0% | 0.71% | – |
VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $4,474,000 | – | 73,445 | +100.0% | 0.58% | – |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $4,212,000 | +4.5% | 66,599 | +1.3% | 0.54% | +19.6% |
FTEC | Buy | FIDELITYmsci info tech i | $3,830,000 | +422.5% | 73,845 | +403.8% | 0.49% | +501.2% |
EWJ | Buy | ISHARES INCmsci jpn etf new | $3,715,000 | +859.9% | 61,229 | +847.5% | 0.48% | +986.4% |
MGC | Buy | VANGUARD WORLD FDmega cap index | $3,695,000 | +17.5% | 40,787 | +19.0% | 0.48% | +34.2% |
VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $3,570,000 | +106.2% | 23,888 | +101.4% | 0.46% | +135.4% |
ENZL | New | ISHARES TRnew zealand etf | $3,395,000 | – | 69,574 | +100.0% | 0.44% | – |
ILF | New | ISHARES TRlatn amer 40 etf | $3,364,000 | – | 89,541 | +100.0% | 0.43% | – |
NEE | Buy | NEXTERA ENERGY INC | $3,166,000 | +889.4% | 19,384 | +845.6% | 0.41% | +1030.6% |
FBT | Buy | FIRST TR EXCHANGE TRADED FDny arca biotech | $2,817,000 | +1308.5% | 21,197 | +1219.9% | 0.36% | +1545.5% |
DIS | Buy | DISNEY WALT CO | $2,792,000 | +332.9% | 27,799 | +363.2% | 0.36% | +391.8% |
IVOV | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 val | $2,386,000 | -1.8% | 20,220 | +1.3% | 0.31% | +12.5% |
BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $2,235,000 | +512.3% | 96,618 | +510.5% | 0.29% | +600.0% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $2,032,000 | +7.8% | 14,934 | +6.7% | 0.26% | +23.1% |
BSM | New | BLACK STONE MINERALS L P | $1,885,000 | – | 113,896 | +100.0% | 0.24% | – |
IBB | Buy | ISHARES TRnasdaq biotech | $1,661,000 | +10.1% | 15,561 | +10.1% | 0.21% | +25.9% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,595,000 | +105.5% | 12,303 | +102.5% | 0.20% | +135.6% |
EEMV | New | ISHARES INCmin vol emrg mkt | $1,507,000 | – | 24,181 | +100.0% | 0.19% | – |
IVOG | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $1,436,000 | +69.9% | 10,637 | +67.6% | 0.18% | +94.7% |
LEMB | Buy | ISHARES INCjp morgan em etf | $1,388,000 | +24.7% | 27,562 | +19.3% | 0.18% | +43.2% |
DBC | Buy | POWERSHARES DB CMDTY IDX TRAunit ben int | $1,373,000 | +21.2% | 80,832 | +18.5% | 0.18% | +39.4% |
VIG | Buy | VANGUARD GROUPdiv app etf | $1,322,000 | +38.0% | 13,081 | +39.3% | 0.17% | +57.4% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,122,000 | +18.9% | 8,270 | +20.2% | 0.14% | +35.8% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $996,000 | +37.2% | 7,023 | +36.0% | 0.13% | +56.1% |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $892,000 | -3.5% | 9,786 | +0.0% | 0.12% | +10.6% |
MPC | Buy | MARATHON PETE CORP | $371,000 | +12.4% | 5,078 | +1.6% | 0.05% | +29.7% |
CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $257,000 | +2.4% | 4,972 | +0.2% | 0.03% | +17.9% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $260,000 | -0.8% | 760 | +0.3% | 0.03% | +13.8% |
MU | New | MICRON TECHNOLOGY INC | $246,000 | – | 4,721 | +100.0% | 0.03% | – |
LMT | Buy | LOCKHEED MARTIN CORP | $236,000 | +6.8% | 699 | +1.5% | 0.03% | +20.0% |
WDC | New | WESTERN DIGITAL CORP | $227,000 | – | 2,465 | +100.0% | 0.03% | – |
OKTA | New | OKTA INCcl a | $227,000 | – | 5,702 | +100.0% | 0.03% | – |
STI | New | SUNTRUST BKS INC | $201,000 | – | 2,960 | +100.0% | 0.03% | – |
AFL | Buy | AFLAC INC | $199,000 | -23.8% | 4,542 | +52.8% | 0.03% | -10.3% |
BKNG | New | BOOKING HLDGS INC | $206,000 | – | 99 | +100.0% | 0.03% | – |
CR | New | CRANE CO | $193,000 | – | 2,085 | +100.0% | 0.02% | – |
CSGP | New | COSTAR GROUP INC | $181,000 | – | 500 | +100.0% | 0.02% | – |
MAS | New | MASCO CORP | $181,000 | – | 4,470 | +100.0% | 0.02% | – |
WDFC | New | WD-40 CO | $174,000 | – | 1,320 | +100.0% | 0.02% | – |
SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $168,000 | – | 3,186 | +100.0% | 0.02% | – |
NOW | New | SERVICENOW INC | $166,000 | – | 1,001 | +100.0% | 0.02% | – |
AIR | New | AAR CORP | $166,000 | – | 3,767 | +100.0% | 0.02% | – |
DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $160,000 | – | 661 | +100.0% | 0.02% | – |
DE | New | DEERE & CO | $167,000 | – | 1,075 | +100.0% | 0.02% | – |
KEY | New | KEYCORP NEW | $165,000 | – | 8,465 | +100.0% | 0.02% | – |
EIX | New | EDISON INTL | $152,000 | – | 2,394 | +100.0% | 0.02% | – |
HIG | New | HARTFORD FINL SVCS GROUP INC | $158,000 | – | 3,073 | +100.0% | 0.02% | – |
THG | New | HANOVER INS GROUP INC | $155,000 | – | 1,311 | +100.0% | 0.02% | – |
PPG | New | PPG INDS INC | $157,000 | – | 1,411 | +100.0% | 0.02% | – |
CRL | New | CHARLES RIV LABS INTL INC | $152,000 | – | 1,422 | +100.0% | 0.02% | – |
CFG | New | CITIZENS FINL GROUP INC | $155,000 | – | 3,702 | +100.0% | 0.02% | – |
ZBH | New | ZIMMER BIOMET HLDGS INC | $144,000 | – | 1,318 | +100.0% | 0.02% | – |
STT | New | STATE STR CORP | $145,000 | – | 1,449 | +100.0% | 0.02% | – |
BDN | New | BRANDYWINE RLTY TRsh ben int new | $149,000 | – | 9,376 | +100.0% | 0.02% | – |
CB | New | CHUBB LIMITED | $140,000 | – | 1,027 | +100.0% | 0.02% | – |
ITRI | New | ITRON INC | $139,000 | – | 1,938 | +100.0% | 0.02% | – |
EME | New | EMCOR GROUP INC | $143,000 | – | 1,838 | +100.0% | 0.02% | – |
MET | New | METLIFE INC | $129,000 | – | 2,810 | +100.0% | 0.02% | – |
IWV | New | ISHARES TRrussell 3000 etf | $130,000 | – | 834 | +100.0% | 0.02% | – |
MDP | New | MEREDITH CORP | $133,000 | – | 2,474 | +100.0% | 0.02% | – |
PCY | New | POWERSHARES ETF TR IIsovereign debt | $133,000 | – | 4,735 | +100.0% | 0.02% | – |
MFC | New | MANULIFE FINL CORP | $132,000 | – | 7,108 | +100.0% | 0.02% | – |
PSTG | New | PURE STORAGE INCcl a | $136,000 | – | 6,831 | +100.0% | 0.02% | – |
IJJ | New | ISHARES TRs&p mc 400vl etf | $131,000 | – | 850 | +100.0% | 0.02% | – |
HI | New | HILLENBRAND INC | $125,000 | – | 2,726 | +100.0% | 0.02% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $125,000 | – | 851 | +100.0% | 0.02% | – |
IYF | New | ISHARES TRu.s. finls etf | $118,000 | – | 998 | +100.0% | 0.02% | – |
FMBI | New | FIRST MIDWEST BANCORP DEL | $119,000 | – | 4,844 | +100.0% | 0.02% | – |
IWD | New | ISHARES TRrus 1000 val etf | $120,000 | – | 1,001 | +100.0% | 0.02% | – |
SNA | New | SNAP ON INC | $118,000 | – | 800 | +100.0% | 0.02% | – |
CBT | New | CABOT CORP | $115,000 | – | 2,072 | +100.0% | 0.02% | – |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $117,000 | – | 3,000 | +100.0% | 0.02% | – |
POR | New | PORTLAND GEN ELEC CO | $107,000 | – | 2,648 | +100.0% | 0.01% | – |
AEE | New | AMEREN CORP | $105,000 | – | 1,850 | +100.0% | 0.01% | – |
RL | New | RALPH LAUREN CORPcl a | $106,000 | – | 950 | +100.0% | 0.01% | – |
TECD | New | TECH DATA CORP | $106,000 | – | 1,242 | +100.0% | 0.01% | – |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $105,000 | – | 661 | +100.0% | 0.01% | – |
R | New | RYDER SYS INC | $109,000 | – | 1,500 | +100.0% | 0.01% | – |
SANM | New | SANMINA CORPORATION | $110,000 | – | 4,202 | +100.0% | 0.01% | – |
NWE | New | NORTHWESTERN CORP | $108,000 | – | 2,000 | +100.0% | 0.01% | – |
IVE | New | ISHARES TRs&p 500 val etf | $99,000 | – | 901 | +100.0% | 0.01% | – |
VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $100,000 | – | 721 | +100.0% | 0.01% | – |
CHT | New | CHUNGHWA TELECOM CO LTDspon adr new11 | $101,000 | – | 2,608 | +100.0% | 0.01% | – |
HAL | New | HALLIBURTON CO | $99,000 | – | 2,109 | +100.0% | 0.01% | – |
AME | New | AMETEK INC NEW | $103,000 | – | 1,350 | +100.0% | 0.01% | – |
DTE | New | DTE ENERGY CO | $99,000 | – | 949 | +100.0% | 0.01% | – |
ENS | New | ENERSYS | $103,000 | – | 1,478 | +100.0% | 0.01% | – |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $99,000 | – | 1,697 | +100.0% | 0.01% | – |
LLL | New | L3 TECHNOLOGIES INC | $97,000 | – | 467 | +100.0% | 0.01% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $88,000 | – | 839 | +100.0% | 0.01% | – |
ADI | New | ANALOG DEVICES INC | $86,000 | – | 948 | +100.0% | 0.01% | – |
TEL | New | TE CONNECTIVITY LTD | $83,000 | – | 835 | +100.0% | 0.01% | – |
CSGS | New | CSG SYS INTL INC | $86,000 | – | 1,900 | +100.0% | 0.01% | – |
VXUS | New | VANGUARD STAR FDvg tl intl stk f | $84,000 | – | 1,481 | +100.0% | 0.01% | – |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $86,000 | – | 275 | +100.0% | 0.01% | – |
AEP | New | AMERICAN ELEC PWR INC | $82,000 | – | 1,196 | +100.0% | 0.01% | – |
IJS | New | ISHARES TRsp smcp600vl etf | $84,000 | – | 557 | +100.0% | 0.01% | – |
MRO | New | MARATHON OIL CORP | $76,000 | – | 4,690 | +100.0% | 0.01% | – |
PSX | New | PHILLIPS 66 | $78,000 | – | 817 | +100.0% | 0.01% | – |
LUV | New | SOUTHWEST AIRLS CO | $74,000 | – | 1,292 | +100.0% | 0.01% | – |
PM | New | PHILIP MORRIS INTL INC | $77,000 | – | 773 | +100.0% | 0.01% | – |
SLP | New | SIMULATIONS PLUS INC | $74,000 | – | 5,000 | +100.0% | 0.01% | – |
USB | New | US BANCORP DEL | $81,000 | – | 1,608 | +100.0% | 0.01% | – |
NXPI | New | NXP SEMICONDUCTORS N V | $78,000 | – | 663 | +100.0% | 0.01% | – |
PEG | New | PUBLIC SVC ENTERPRISE GROUP | $81,000 | – | 1,622 | +100.0% | 0.01% | – |
PCAR | New | PACCAR INC | $74,000 | – | 1,125 | +100.0% | 0.01% | – |
KW | New | KENNEDY-WILSON HLDGS INC | $77,000 | – | 4,422 | +100.0% | 0.01% | – |
CME | New | CME GROUP INC | $69,000 | – | 424 | +100.0% | 0.01% | – |
MO | New | ALTRIA GROUP INC | $71,000 | – | 1,132 | +100.0% | 0.01% | – |
BDX | New | BECTON DICKINSON & CO | $70,000 | – | 322 | +100.0% | 0.01% | – |
BBY | New | BEST BUY INC | $73,000 | – | 1,050 | +100.0% | 0.01% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $72,000 | – | 2,960 | +100.0% | 0.01% | – |
HHC | New | HOWARD HUGHES CORP | $70,000 | – | 500 | +100.0% | 0.01% | – |
LVS | New | LAS VEGAS SANDS CORP | $72,000 | – | 1,000 | +100.0% | 0.01% | – |
PKI | New | PERKINELMER INC | $68,000 | – | 900 | +100.0% | 0.01% | – |
SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $72,000 | – | 1,543 | +100.0% | 0.01% | – |
CRM | New | SALESFORCE COM INC | $72,000 | – | 621 | +100.0% | 0.01% | – |
SCHW | New | SCHWAB CHARLES CORP NEW | $67,000 | – | 1,274 | +100.0% | 0.01% | – |
WM | New | WASTE MGMT INC DEL | $73,000 | – | 871 | +100.0% | 0.01% | – |
DOX | New | AMDOCS LTD | $67,000 | – | 1,000 | +100.0% | 0.01% | – |
ACN | New | ACCENTURE PLC IRELAND | $72,000 | – | 466 | +100.0% | 0.01% | – |
NVMI | New | NOVA MEASURING INSTRUMENTS L | $69,000 | – | 2,560 | +100.0% | 0.01% | – |
NSC | New | NORFOLK SOUTHERN CORP | $63,000 | – | 462 | +100.0% | 0.01% | – |
HEWG | New | ISHARES TRcur hed msci ger | $63,000 | – | 2,295 | +100.0% | 0.01% | – |
TRV | New | TRAVELERS COMPANIES INC | $62,000 | – | 449 | +100.0% | 0.01% | – |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $66,000 | – | 1,138 | +100.0% | 0.01% | – |
TY | New | TRI CONTL CORP | $66,000 | – | 2,515 | +100.0% | 0.01% | – |
HBAN | New | HUNTINGTON BANCSHARES INC | $63,000 | – | 4,165 | +100.0% | 0.01% | – |
GRMN | New | GARMIN LTD | $64,000 | – | 1,085 | +100.0% | 0.01% | – |
AAN | New | AARONS INC | $65,000 | – | 1,393 | +100.0% | 0.01% | – |
MDT | New | MEDTRONIC PLC | $66,000 | – | 826 | +100.0% | 0.01% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $65,000 | – | 614 | +100.0% | 0.01% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $52,000 | – | 302 | +100.0% | 0.01% | – |
HPQ | New | HP INC | $52,000 | – | 2,369 | +100.0% | 0.01% | – |
CHFC | New | CHEMICAL FINL CORP | $51,000 | – | 933 | +100.0% | 0.01% | – |
PSF | New | COHEN & STEERS SLT PFD INCM | $52,000 | – | 2,000 | +100.0% | 0.01% | – |
CMI | New | CUMMINS INC | $53,000 | – | 329 | +100.0% | 0.01% | – |
TM | New | TOYOTA MOTOR CORP | $52,000 | – | 400 | +100.0% | 0.01% | – |
DVMT | New | DELL TECHNOLOGIES INC | $56,000 | – | 767 | +100.0% | 0.01% | – |
DUK | New | DUKE ENERGY CORP NEW | $52,000 | – | 670 | +100.0% | 0.01% | – |
NOC | New | NORTHROP GRUMMAN CORP | $51,000 | – | 147 | +100.0% | 0.01% | – |
WTR | New | AQUA AMERICA INC | $56,000 | – | 1,657 | +100.0% | 0.01% | – |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $57,000 | – | 2,000 | +100.0% | 0.01% | – |
MMU | New | WESTERN ASST MNGD MUN FD INC | $52,000 | – | 4,000 | +100.0% | 0.01% | – |
MNP | New | WESTERN ASST MN PRT FD INC | $51,000 | – | 3,581 | +100.0% | 0.01% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $58,000 | – | 526 | +100.0% | 0.01% | – |
HYMB | New | SPDR SERIES TRUSTnuv hghyld mun | $56,000 | – | 1,000 | +100.0% | 0.01% | – |
DSI | New | ISHARES TRmsci kld400 soc | $57,000 | – | 581 | +100.0% | 0.01% | – |
LEN | New | LENNAR CORPcl a | $53,000 | – | 906 | +100.0% | 0.01% | – |
IVZ | New | INVESCO LTD | $58,000 | – | 1,800 | +100.0% | 0.01% | – |
JCI | New | JOHNSON CTLS INTL PLC | $54,000 | – | 1,536 | +100.0% | 0.01% | – |
XEL | New | XCEL ENERGY INC | $49,000 | – | 1,080 | +100.0% | 0.01% | – |
PYPL | New | PAYPAL HLDGS INC | $47,000 | – | 623 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HLDGS INC | $50,000 | – | 1,198 | +100.0% | 0.01% | – |
UCTT | New | ULTRA CLEAN HLDGS INC | $44,000 | – | 2,300 | +100.0% | 0.01% | – |
ABB | New | ABB LTDsponsored adr | $47,000 | – | 2,000 | +100.0% | 0.01% | – |
AET | New | AETNA INC NEW | $49,000 | – | 292 | +100.0% | 0.01% | – |
TD | New | TORONTO DOMINION BK ONT | $47,000 | – | 828 | +100.0% | 0.01% | – |
CEE | New | THE CENTRAL AND EASTERN EU I | $45,000 | – | 1,747 | +100.0% | 0.01% | – |
LH | New | LABORATORY CORP AMER HLDGS | $44,000 | – | 273 | +100.0% | 0.01% | – |
PAAS | New | PAN AMERICAN SILVER CORP | $44,000 | – | 2,740 | +100.0% | 0.01% | – |
COP | New | CONOCOPHILLIPS | $48,000 | – | 817 | +100.0% | 0.01% | – |
EVT | New | EATON VANCE TAX ADVT DIV INC | $47,000 | – | 2,150 | +100.0% | 0.01% | – |
NRK | New | NUVEEN NEW YORK AMT QLT MUNI | $50,000 | – | 4,130 | +100.0% | 0.01% | – |
GDOT | New | GREEN DOT CORPcl a | $48,000 | – | 747 | +100.0% | 0.01% | – |
IAU | New | ISHARES GOLD TRUSTishares | $45,000 | – | 3,574 | +100.0% | 0.01% | – |
GIS | New | GENERAL MLS INC | $45,000 | – | 1,008 | +100.0% | 0.01% | – |
BCO | New | BRINKS CO | $46,000 | – | 648 | +100.0% | 0.01% | – |
XMPT | New | VANECK VECTORS ETF TR | $50,000 | – | 2,000 | +100.0% | 0.01% | – |
APH | New | AMPHENOL CORP NEWcl a | $43,000 | – | 500 | +100.0% | 0.01% | – |
RF | New | REGIONS FINL CORP NEW | $37,000 | – | 2,000 | +100.0% | 0.01% | – |
EFAV | New | ISHARES TRmin vol eafe etf | $36,000 | – | 492 | +100.0% | 0.01% | – |
EOS | New | EATON VANCE ENH EQTY INC FD | $37,000 | – | 2,340 | +100.0% | 0.01% | – |
ESIO | New | ELECTRO SCIENTIFIC INDS | $41,000 | – | 2,100 | +100.0% | 0.01% | – |
EEA | New | EUROPEAN EQUITY FUND | $37,000 | – | 3,855 | +100.0% | 0.01% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $39,000 | – | 355 | +100.0% | 0.01% | – |
COMT | New | ISHARES US ETF TR | $39,000 | – | 1,060 | +100.0% | 0.01% | – |
PX | New | PRAXAIR INC | $36,000 | – | 247 | +100.0% | 0.01% | – |
CRBN | New | ISHARES TRmsci lw crb tg | $35,000 | – | 301 | +100.0% | 0.01% | – |
ISTB | New | ISHARES TRcore 1 5 yr usd | $38,000 | – | 766 | +100.0% | 0.01% | – |
TLT | New | ISHARES TR20 yr tr bd etf | $36,000 | – | 297 | +100.0% | 0.01% | – |
BHB | New | BAR HBR BANKSHARES | $37,000 | – | 1,350 | +100.0% | 0.01% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $38,000 | – | 334 | +100.0% | 0.01% | – |
BLD | New | TOPBUILD CORP | $38,000 | – | 496 | +100.0% | 0.01% | – |
ZTS | New | ZOETIS INCcl a | $36,000 | – | 432 | +100.0% | 0.01% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $41,000 | – | 2,327 | +100.0% | 0.01% | – |
ICF | New | ISHARES TRcohen steer reit | $40,000 | – | 431 | +100.0% | 0.01% | – |
MON | New | MONSANTO CO NEW | $31,000 | – | 265 | +100.0% | 0.00% | – |
AN | New | AUTONATION INC | $28,000 | – | 600 | +100.0% | 0.00% | – |
PCI | New | PIMCO DYNMIC CREDIT AND MRT | $29,000 | – | 1,270 | +100.0% | 0.00% | – |
FTV | New | FORTIVE CORP | $32,000 | – | 412 | +100.0% | 0.00% | – |
DVY | New | ISHARES TRselect divid etf | $34,000 | – | 355 | +100.0% | 0.00% | – |
GIM | New | TEMPLETON GLOBAL INCOME FD | $34,000 | – | 5,389 | +100.0% | 0.00% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $30,000 | – | 146 | +100.0% | 0.00% | – |
IART | New | INTEGRA LIFESCIENCES HLDGS C | $31,000 | – | 555 | +100.0% | 0.00% | – |
CNQ | New | CANADIAN NAT RES LTD | $31,000 | – | 1,000 | +100.0% | 0.00% | – |
SKM | New | SK TELECOM LTDsponsored adr | $25,000 | – | 1,014 | +100.0% | 0.00% | – |
WEC | New | WEC ENERGY GROUP INC | $26,000 | – | 418 | +100.0% | 0.00% | – |
ET | New | ENERGY TRANSFER EQUITY L P | $20,000 | – | 1,400 | +100.0% | 0.00% | – |
ENB | New | ENBRIDGE INC | $23,000 | – | 732 | +100.0% | 0.00% | – |
AMAT | New | APPLIED MATLS INC | $25,000 | – | 443 | +100.0% | 0.00% | – |
AWR | New | AMERICAN STS WTR CO | $27,000 | – | 500 | +100.0% | 0.00% | – |
AC | New | ASSOCIATED CAP GROUP INCcl a | $22,000 | – | 600 | +100.0% | 0.00% | – |
KEX | New | KIRBY CORP | $27,000 | – | 348 | +100.0% | 0.00% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $22,000 | – | 100 | +100.0% | 0.00% | – |
NBL | New | NOBLE ENERGY INC | $22,000 | – | 741 | +100.0% | 0.00% | – |
EXTR | New | EXTREME NETWORKS INC | $25,000 | – | 2,300 | +100.0% | 0.00% | – |
ESRX | New | EXPRESS SCRIPTS HLDG CO | $24,000 | – | 351 | +100.0% | 0.00% | – |
ADSK | New | AUTODESK INC | $21,000 | – | 171 | +100.0% | 0.00% | – |
BP | New | BP PLCsponsored adr | $24,000 | – | 584 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY | $23,000 | – | 392 | +100.0% | 0.00% | – |
MDLZ | New | MONDELEZ INTL INCcl a | $27,000 | – | 643 | +100.0% | 0.00% | – |
MKC | New | MCCORMICK & CO INC | $24,000 | – | 228 | +100.0% | 0.00% | – |
AVGO | New | BROADCOM LTD | $27,000 | – | 114 | +100.0% | 0.00% | – |
FORM | New | FORMFACTOR INC | $23,000 | – | 1,700 | +100.0% | 0.00% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $21,000 | – | 275 | +100.0% | 0.00% | – |
PRF | New | POWERSHARES ETF TRUSTftse rafi 1000 | $22,000 | – | 197 | +100.0% | 0.00% | – |
NYF | New | ISHARES TRnew york mun etf | $25,000 | – | 464 | +100.0% | 0.00% | – |
TPR | New | TAPESTRY INC | $26,000 | – | 500 | +100.0% | 0.00% | – |
HDV | New | ISHARES TRcore high dv etf | $21,000 | – | 250 | +100.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $24,000 | – | 1,150 | +100.0% | 0.00% | – |
SPGI | New | S&P GLOBAL INC | $24,000 | – | 128 | +100.0% | 0.00% | – |
VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $16,000 | – | 572 | +100.0% | 0.00% | – |
EQWM | New | POWERSHARES ETF TRUSTrussell mid wth | $14,000 | – | 288 | +100.0% | 0.00% | – |
PZD | New | POWERSHARES ETF TRUSTcleantech port | $15,000 | – | 348 | +100.0% | 0.00% | – |
SO | New | SOUTHERN CO | $14,000 | – | 310 | +100.0% | 0.00% | – |
FDX | New | FEDEX CORP | $15,000 | – | 64 | +100.0% | 0.00% | – |
ITOT | New | ISHARES TRcore s&p ttl stk | $13,000 | – | 221 | +100.0% | 0.00% | – |
DNKN | New | DUNKIN BRANDS GROUP INC | $18,000 | – | 300 | +100.0% | 0.00% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $18,000 | – | 115 | +100.0% | 0.00% | – |
M | New | MACYS INC | $15,000 | – | 500 | +100.0% | 0.00% | – |
NVDA | New | NVIDIA CORP | $14,000 | – | 60 | +100.0% | 0.00% | – |
SYY | New | SYSCO CORP | $12,000 | – | 206 | +100.0% | 0.00% | – |
DFS | New | DISCOVER FINL SVCS | $15,000 | – | 206 | +100.0% | 0.00% | – |
GOGO | New | GOGO INC | $15,000 | – | 1,708 | +100.0% | 0.00% | – |
A | New | AGILENT TECHNOLOGIES INC | $17,000 | – | 250 | +100.0% | 0.00% | – |
TTD | New | THE TRADE DESK INC | $15,000 | – | 300 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO | $19,000 | – | 193 | +100.0% | 0.00% | – |
AGN | New | ALLERGAN PLC | $18,000 | – | 106 | +100.0% | 0.00% | – |
OLN | New | OLIN CORP | $16,000 | – | 529 | +100.0% | 0.00% | – |
HOLX | New | HOLOGIC INC | $15,000 | – | 400 | +100.0% | 0.00% | – |
TRMB | New | TRIMBLE INC | $14,000 | – | 400 | +100.0% | 0.00% | – |
OLP | New | ONE LIBERTY PPTYS INC | $18,000 | – | 800 | +100.0% | 0.00% | – |
RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $15,000 | – | 363 | +100.0% | 0.00% | – |
HSY | New | HERSHEY CO | $12,000 | – | 125 | +100.0% | 0.00% | – |
VTR | New | VENTAS INC | $14,000 | – | 278 | +100.0% | 0.00% | – |
UHS | New | UNIVERSAL HLTH SVCS INCcl b | $12,000 | – | 101 | +100.0% | 0.00% | – |
ROP | New | ROPER TECHNOLOGIES INC | $14,000 | – | 50 | +100.0% | 0.00% | – |
WPZ | New | WILLIAMS PARTNERS L P NEW | $15,000 | – | 424 | +100.0% | 0.00% | – |
COHU | New | COHU INC | $16,000 | – | 700 | +100.0% | 0.00% | – |
BIIB | New | BIOGEN INC | $13,000 | – | 46 | +100.0% | 0.00% | – |
BTU | New | PEABODY ENERGY CORP NEW | $13,000 | – | 356 | +100.0% | 0.00% | – |
PPR | New | VOYA PRIME RATE TRsh ben int | $15,000 | – | 2,942 | +100.0% | 0.00% | – |
BERY | New | BERRY GLOBAL GROUP INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
OC | New | OWENS CORNING NEW | $6,000 | – | 75 | +100.0% | 0.00% | – |
PCMI | New | PCM INC | $9,000 | – | 1,100 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINL CORP | $4,000 | – | 38 | +100.0% | 0.00% | – |
CMA | New | COMERICA INC | $7,000 | – | 77 | +100.0% | 0.00% | – |
BHP | New | BHP BILLITON LTDsponsored adr | $7,000 | – | 150 | +100.0% | 0.00% | – |
AOM | New | ISHARES TRmodert alloc etf | $4,000 | – | 102 | +100.0% | 0.00% | – |
CHD | New | CHURCH & DWIGHT INC | $4,000 | – | 72 | +100.0% | 0.00% | – |
CHK | New | CHESAPEAKE ENERGY CORP | $6,000 | – | 2,000 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO | $11,000 | – | 235 | +100.0% | 0.00% | – |
SGH | New | SMART GLOBAL HLDGS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
STX | New | SEAGATE TECHNOLOGY PLC | $8,000 | – | 132 | +100.0% | 0.00% | – |
FCAU | New | FIAT CHRYSLER AUTOMOBILES N | $4,000 | – | 182 | +100.0% | 0.00% | – |
HSBCPRA | New | HSBC HLDGS PLCadr a 1/40pf a | $5,000 | – | 200 | +100.0% | 0.00% | – |
IR | New | INGERSOLL-RAND PLC | $5,000 | – | 61 | +100.0% | 0.00% | – |
ICHR | New | ICHOR HOLDINGS | $5,000 | – | 200 | +100.0% | 0.00% | – |
GOOD | New | GLADSTONE COML CORP | $7,000 | – | 400 | +100.0% | 0.00% | – |
AON | New | AON PLC | $6,000 | – | 44 | +100.0% | 0.00% | – |
GERN | New | GERON CORP | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $9,000 | – | 180 | +100.0% | 0.00% | – |
GD | New | GENERAL DYNAMICS CORP | $4,000 | – | 20 | +100.0% | 0.00% | – |
RYN | New | RAYONIER INC | $9,000 | – | 252 | +100.0% | 0.00% | – |
FCX | New | FREEPORT-MCMORAN INCcl b | $7,000 | – | 380 | +100.0% | 0.00% | – |
O | New | REALTY INCOME CORP | $6,000 | – | 121 | +100.0% | 0.00% | – |
ADNT | New | ADIENT PLC | $9,000 | – | 144 | +100.0% | 0.00% | – |
HYH | New | HALYARD HEALTH INC | $6,000 | – | 125 | +100.0% | 0.00% | – |
VFH | New | VANGUARD WORLD FDSfinancials etf | $11,000 | – | 153 | +100.0% | 0.00% | – |
CDK | New | CDK GLOBAL INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
F | New | FORD MTR CO DEL | $5,000 | – | 437 | +100.0% | 0.00% | – |
RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $10,000 | – | 102 | +100.0% | 0.00% | – |
AA | New | ALCOA CORP | $5,000 | – | 111 | +100.0% | 0.00% | – |
MGA | New | MAGNA INTL INC | $7,000 | – | 125 | +100.0% | 0.00% | – |
FND | New | FLOOR & DECOR HLDGS INCcl a | $5,000 | – | 100 | +100.0% | 0.00% | – |
SUSA | New | ISHARES TRmsci usa esg slc | $11,000 | – | 99 | +100.0% | 0.00% | – |
DES | New | WISDOMTREE TRus smallcap divd | $6,000 | – | 231 | +100.0% | 0.00% | – |
FITB | New | FIFTH THIRD BANCORP | $6,000 | – | 179 | +100.0% | 0.00% | – |
FDVV | New | FIDELITYhigh divid etf | $5,000 | – | 178 | +100.0% | 0.00% | – |
FNCL | New | FIDELITYmsci finls idx | $5,000 | – | 125 | +100.0% | 0.00% | – |
FENY | New | FIDELITYmsci energy idx | $8,000 | – | 413 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX INC | $4,000 | – | 13 | +100.0% | 0.00% | – |
CELG | New | CELGENE CORP | $5,000 | – | 57 | +100.0% | 0.00% | – |
SIVB | New | SVB FINL GROUP | $8,000 | – | 35 | +100.0% | 0.00% | – |
JBLU | New | JETBLUE AIRWAYS CORP | $7,000 | – | 350 | +100.0% | 0.00% | – |
HR | New | HEALTHCARE RLTY TR | $8,000 | – | 302 | +100.0% | 0.00% | – |
ETSY | New | ETSY INC | $5,000 | – | 194 | +100.0% | 0.00% | – |
EVI | New | ENVIROSTAR INC | $5,000 | – | 130 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO | $9,000 | – | 142 | +100.0% | 0.00% | – |
ETP | New | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $5,000 | – | 300 | +100.0% | 0.00% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $10,000 | – | 155 | +100.0% | 0.00% | – |
ECL | New | ECOLAB INC | $7,000 | – | 50 | +100.0% | 0.00% | – |
EBAY | New | EBAY INC | $4,000 | – | 88 | +100.0% | 0.00% | – |
VMW | New | VMWARE INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
EMN | New | EASTMAN CHEM CO | $4,000 | – | 37 | +100.0% | 0.00% | – |
L100PS | New | ARCONIC INC | $8,000 | – | 333 | +100.0% | 0.00% | – |
VRTX | New | VERTEX PHARMACEUTICALS INC | $9,000 | – | 53 | +100.0% | 0.00% | – |
SEP | New | SPECTRA ENERGY PARTNERS LP | $7,000 | – | 200 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC | $4,000 | – | 41 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC | $5,000 | – | 31 | +100.0% | 0.00% | – |
NUE | New | NUCOR CORP | $5,000 | – | 90 | +100.0% | 0.00% | – |
VRSN | New | VERISIGN INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
DLTR | New | DOLLAR TREE INC | $6,000 | – | 64 | +100.0% | 0.00% | – |
HEP | New | HOLLY ENERGY PARTNERS L P | $11,000 | – | 400 | +100.0% | 0.00% | – |
DAL | New | DELTA AIR LINES INC DEL | $4,000 | – | 70 | +100.0% | 0.00% | – |
CE | New | CELANESE CORP DEL | $4,000 | – | 40 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $10,000 | – | 600 | +100.0% | 0.00% | – |
ASUR | New | ASURE SOFTWARE INC | $10,000 | – | 800 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $4,000 | – | 60 | +100.0% | 0.00% | – |
ORI | New | OLD REP INTL CORP | $10,000 | – | 473 | +100.0% | 0.00% | – |
LRCX | New | LAM RESEARCH CORP | $4,000 | – | 20 | +100.0% | 0.00% | – |
IBKR | New | INTERACTIVE BROKERS GROUP IN | $4,000 | – | 60 | +100.0% | 0.00% | – |
BAX | New | BAXTER INTL INC | $9,000 | – | 142 | +100.0% | 0.00% | – |
USAT | New | USA TECHNOLOGIES INC | $6,000 | – | 700 | +100.0% | 0.00% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $2,000 | – | 9 | +100.0% | 0.00% | – |
LEG | New | LEGGETT & PLATT INC | $3,000 | – | 77 | +100.0% | 0.00% | – |
LENB | New | LENNAR CORPcl b | $1,000 | – | 18 | +100.0% | 0.00% | – |
LLNW | New | LIMELIGHT NETWORKS INC | $2,000 | – | 600 | +100.0% | 0.00% | – |
MDU | New | MDU RES GROUP INC | $1,000 | – | 32 | +100.0% | 0.00% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $2,000 | – | 13 | +100.0% | 0.00% | – |
AOR | New | ISHARES TRgrwt allocat etf | $2,000 | – | 53 | +100.0% | 0.00% | – |
MFGP | New | MICRO FOCUS INTERNATIONAL PLspon adr new | $2,000 | – | 152 | +100.0% | 0.00% | – |
IWS | New | ISHARES TRrus mdcp val etf | $1,000 | – | 15 | +100.0% | 0.00% | – |
MHK | New | MOHAWK INDS INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
MCO | New | MOODYS CORP | $2,000 | – | 13 | +100.0% | 0.00% | – |
MUR | New | MURPHY OIL CORP | $1,000 | – | 45 | +100.0% | 0.00% | – |
NWS | New | NEWS CORP NEWcl b | $0 | – | 6 | +100.0% | 0.00% | – |
NTRS | New | NORTHERN TR CORP | $3,000 | – | 25 | +100.0% | 0.00% | – |
INTU | New | INTUIT | $3,000 | – | 19 | +100.0% | 0.00% | – |
INTT | New | INTEST CORP | $3,000 | – | 500 | +100.0% | 0.00% | – |
OSK | New | OSHKOSH CORP | $3,000 | – | 40 | +100.0% | 0.00% | – |
ILMN | New | ILLUMINA INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
PVH | New | PVH CORP | $3,000 | – | 17 | +100.0% | 0.00% | – |
HAS | New | HASBRO INC | $3,000 | – | 31 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC | $2,000 | – | 124 | +100.0% | 0.00% | – |
BTO | New | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $0 | – | 9 | +100.0% | 0.00% | – |
GORO | New | GOLD RESOURCE CORP | $1,000 | – | 183 | +100.0% | 0.00% | – |
PSA | New | PUBLIC STORAGE | $3,000 | – | 15 | +100.0% | 0.00% | – |
GM | New | GENERAL MTRS CO | $1,000 | – | 36 | +100.0% | 0.00% | – |
FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 48 | +100.0% | 0.00% | – |
RHT | New | RED HAT INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
RAD | New | RITE AID CORP | $2,000 | – | 900 | +100.0% | 0.00% | – |
COL | New | ROCKWELL COLLINS INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
FL | New | FOOT LOCKER INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
FLR | New | FLUOR CORP NEW | $3,000 | – | 54 | +100.0% | 0.00% | – |
FIT | New | FITBIT INCcl a | $0 | – | 70 | +100.0% | 0.00% | – |
DWX | New | SPDR INDEX SHS FDSs&p intl etf | $3,000 | – | 81 | +100.0% | 0.00% | – |
FBP | New | FIRST BANCORP P R | $0 | – | 12 | +100.0% | 0.00% | – |
FAST | New | FASTENAL CO | $2,000 | – | 28 | +100.0% | 0.00% | – |
FDS | New | FACTSET RESH SYS INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
EXC | New | EXELON CORP | $2,000 | – | 43 | +100.0% | 0.00% | – |
ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $3,000 | – | 81 | +100.0% | 0.00% | – |
EQIX | New | EQUINIX INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
EW | New | EDWARDS LIFESCIENCES CORP | $3,000 | – | 23 | +100.0% | 0.00% | – |
SIRI | New | SIRIUS XM HLDGS INC | $0 | – | 15 | +100.0% | 0.00% | – |
SNGX | New | SOLIGENIX INC | $0 | – | 25 | +100.0% | 0.00% | – |
SCCO | New | SOUTHERN COPPER CORP | $1,000 | – | 24 | +100.0% | 0.00% | – |
EWBC | New | EAST WEST BANCORP INC | $2,000 | – | 35 | +100.0% | 0.00% | – |
SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $3,000 | – | 40 | +100.0% | 0.00% | – |
HACK | New | ETF MANAGERS TRprime cybr scrty | $2,000 | – | 50 | +100.0% | 0.00% | – |
SFIX | New | STITCH FIX INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
SGYPQ | New | SYNERGY PHARMACEUTICALS DEL | $0 | – | 100 | +100.0% | 0.00% | – |
DISCK | New | DISCOVERY COMMUNICATNS NEW | $1,000 | – | 35 | +100.0% | 0.00% | – |
DHI | New | D R HORTON INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
TSS | New | TOTAL SYS SVCS INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
TRIP | New | TRIPADVISOR INC | $3,000 | – | 84 | +100.0% | 0.00% | – |
FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $1,000 | – | 31 | +100.0% | 0.00% | – |
FOX | New | TWENTY FIRST CENTY FOX INCcl b | $1,000 | – | 30 | +100.0% | 0.00% | – |
CRON | New | CRONOS GROUP INC | $3,000 | – | 400 | +100.0% | 0.00% | – |
GLW | New | CORNING INC | $2,000 | – | 80 | +100.0% | 0.00% | – |
LEA | New | LEAR CORP | $3,000 | – | 18 | +100.0% | 0.00% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,000 | – | 16 | +100.0% | 0.00% | – |
CHL | New | CHINA MOBILE LIMITEDsponsored adr | $1,000 | – | 16 | +100.0% | 0.00% | – |
CI | New | CIGNA CORPORATION | $3,000 | – | 18 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $2,000 | – | 57 | +100.0% | 0.00% | – |
BTXWS | New | BIOTIME INC*w exp 10/01/201 | $0 | – | 50 | +100.0% | 0.00% | – |
VXX | New | BARCLAYS BK PLCipath s&p500 vix | $0 | – | 1 | +100.0% | 0.00% | – |
BKJ | New | BANCORP NEW JERSEY INC NEW | $1,000 | – | 90 | +100.0% | 0.00% | – |
AST | New | ASTERIAS BIOTHERAPEUTICS INC | $0 | – | 41 | +100.0% | 0.00% | – |
VRTV | New | VERITIV CORP | $1,000 | – | 24 | +100.0% | 0.00% | – |
VMC | New | VULCAN MATLS CO | $1,000 | – | 13 | +100.0% | 0.00% | – |
APO | New | APOLLO GLOBAL MGMT LLC | $3,000 | – | 100 | +100.0% | 0.00% | – |
AMT | New | AMERICAN TOWER CORP NEW | $2,000 | – | 15 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL GROUP INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 19 | +100.0% | 0.00% | – |
ZION | New | ZIONS BANCORPORATION | $3,000 | – | 64 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC | $2,000 | – | 26 | +100.0% | 0.00% | – |
WLTW | New | WILLIS TOWERS WATSON PUB LTD | $1,000 | – | 8 | +100.0% | 0.00% | – |
YTRA | New | YATRA ONLINE INC | $2,000 | – | 270 | +100.0% | 0.00% | – |
AMG | New | AFFILIATED MANAGERS GROUP | $2,000 | – | 10 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
KWEB | New | KRANESHARES TRcsi chi internet | $3,000 | – | 50 | +100.0% | 0.00% | – |
LB | New | L BRANDS INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q3 2023 | 12.0% |
ISHARES TR | 28 | Q3 2023 | 77.4% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 17.3% |
VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 6.0% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 15.0% |
SPDR S&P 500 ETF TR | 28 | Q3 2023 | 3.2% |
APPLE INC | 28 | Q3 2023 | 3.0% |
MICROSOFT CORP | 28 | Q3 2023 | 2.7% |
VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 4.2% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 1.8% |
View RWA WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-11 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-14 |
13F-HR | 2022-05-04 |
13F-HR | 2022-01-31 |
View RWA WEALTH PARTNERS, 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.