$305 Million is the total value of Carroll Financial Associates, Inc.'s 922 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,283,000 | – | 25,507 | +100.0% | 0.42% | – |
| PKW | New | POWERSHARES ETF TRUSTdyna buybk ach | $892,000 | – | 20,500 | +100.0% | 0.29% | – |
| F113PS | New | COVIDIEN PLC | $575,000 | – | 7,806 | +100.0% | 0.19% | – |
| EV | New | EATON VANCE CORP | $572,000 | – | 15,000 | +100.0% | 0.19% | – |
| PXH | New | POWERSHARES GLOBAL ETF TRUSTemer mrkt port | $189,000 | – | 9,500 | +100.0% | 0.06% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $162,000 | – | 2,152 | +100.0% | 0.05% | – |
| ROOF | New | INDEXIQ ETF TRus rl est smcp | $154,000 | – | 6,100 | +100.0% | 0.05% | – |
| BCSPRDCL | New | BARCLAYS BANK PLCadr pfd sr 5 | $151,000 | – | 5,800 | +100.0% | 0.05% | – |
| PBP | New | POWERSHARES GLOBAL ETF FDs&p 500 buywrt | $148,000 | – | 7,000 | +100.0% | 0.05% | – |
| IFGL | New | ISHARESintl dev re etf | $150,000 | – | 5,000 | +100.0% | 0.05% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $135,000 | – | 2,446 | +100.0% | 0.04% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $97,000 | – | 653 | +100.0% | 0.03% | – |
| FOX | New | TWENTY FIRST CENTY FOX INCcl b | $96,000 | – | 3,100 | +100.0% | 0.03% | – |
| UNM | New | UNUM GROUP | $83,000 | – | 2,361 | +100.0% | 0.03% | – |
| NLY | New | ANNALY CAP MGMT INC | $75,000 | – | 6,825 | +100.0% | 0.02% | – |
| CATO | New | CATO CORP NEWcl a | $75,000 | – | 2,763 | +100.0% | 0.02% | – |
| TJX | New | TJX COS INC NEW | $64,000 | – | 1,060 | +100.0% | 0.02% | – |
| ITM | New | MARKET VECTORS ETF TRmktvec intmuetf | $62,000 | – | 2,729 | +100.0% | 0.02% | – |
| JXI | New | ISHARESglob utilits etf | $53,000 | – | 1,111 | +100.0% | 0.02% | – |
| LNCE | New | SNYDERS-LANCE INC | $42,000 | – | 1,500 | +100.0% | 0.01% | – |
| YYY | New | EXCHANGE TRADED CONCEPTS TR | $36,000 | – | 1,550 | +100.0% | 0.01% | – |
| OIH | New | MARKET VECTORS ETF TRoil svcs etf | $38,000 | – | 750 | +100.0% | 0.01% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $34,000 | – | 208 | +100.0% | 0.01% | – |
| ZTS | New | ZOETIS INCcl a | $29,000 | – | 1,000 | +100.0% | 0.01% | – |
| HCN | New | HEALTH CARE REIT INC | $29,000 | – | 492 | +100.0% | 0.01% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $28,000 | – | 495 | +100.0% | 0.01% | – |
| AMZN | New | AMAZON COM INC | $27,000 | – | 79 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $23,000 | – | 1,197 | +100.0% | 0.01% | – |
| HCP | New | HCP INC | $24,000 | – | 616 | +100.0% | 0.01% | – |
| DHS | New | WISDOMTREE TReqty inc etf | $25,000 | – | 450 | +100.0% | 0.01% | – |
| SPE | New | SPECIAL OPPORTUNITIES FD INC | $20,000 | – | 1,200 | +100.0% | 0.01% | – |
| EWZ | New | ISHARESmsci brz cap etf | $21,000 | – | 476 | +100.0% | 0.01% | – |
| VMO | New | INVESCO MUN OPPORTUNITY TR | $22,000 | – | 1,829 | +100.0% | 0.01% | – |
| KOL | New | MARKET VECTORS ETF TRcoal etf | $22,000 | – | 1,187 | +100.0% | 0.01% | – |
| NEBLQ | New | NOBLE CORP PLC | $21,000 | – | 650 | +100.0% | 0.01% | – |
| NGLS | New | TARGA RESOURCES PARTNERS LP | $20,000 | – | 350 | +100.0% | 0.01% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $18,000 | – | 201 | +100.0% | 0.01% | – |
| O | New | REALTY INCOME CORP | $18,000 | – | 446 | +100.0% | 0.01% | – |
| PGJ | New | POWERSHARES ETF TRUSTgolden drg china | $17,000 | – | 568 | +100.0% | 0.01% | – |
| PWE | New | PENN WEST PETE LTD NEW | $18,000 | – | 2,150 | +100.0% | 0.01% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $14,000 | – | 274 | +100.0% | 0.01% | – |
| PCP | New | PRECISION CASTPARTS CORP | $15,000 | – | 59 | +100.0% | 0.01% | – |
| X | New | UNITED STATES STL CORP NEW | $14,000 | – | 500 | +100.0% | 0.01% | – |
| HAO | New | CLAYMORE EXCHANGE TRD FD TRgugg chn sml cap | $13,000 | – | 500 | +100.0% | 0.00% | – |
| CCE | New | COCA COLA ENTERPRISES INC NE | $13,000 | – | 274 | +100.0% | 0.00% | – |
| FXA | New | CURRENCYSHARES AUSTRALIAN DLaustralian dol | $12,000 | – | 125 | +100.0% | 0.00% | – |
| B108PS | New | ACTAVIS PLC | $12,000 | – | 60 | +100.0% | 0.00% | – |
| EXL | New | EXCEL TR INC | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
| CIT | New | CIT GROUP INC | $11,000 | – | 230 | +100.0% | 0.00% | – |
| BTO | New | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $11,000 | – | 455 | +100.0% | 0.00% | – |
| HR | New | HEALTHCARE RLTY TR | $13,000 | – | 550 | +100.0% | 0.00% | – |
| WEC | New | WISCONSIN ENERGY CORP | $13,000 | – | 285 | +100.0% | 0.00% | – |
| SYKE | New | SYKES ENTERPRISES INC | $12,000 | – | 600 | +100.0% | 0.00% | – |
| IYR | New | ISHARESu.s. real es etf | $13,000 | – | 190 | +100.0% | 0.00% | – |
| IFNA | New | ISHARESnort ame re etf | $12,000 | – | 238 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $12,000 | – | 270 | +100.0% | 0.00% | – |
| NWS | New | NEWS CORP NEWcl b | $13,000 | – | 775 | +100.0% | 0.00% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $13,000 | – | 393 | +100.0% | 0.00% | – |
| BEAM | New | BEAM INC | $11,000 | – | 128 | +100.0% | 0.00% | – |
| ADT | New | THE ADT CORPORATION | $12,000 | – | 400 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP NEW | $11,000 | – | 208 | +100.0% | 0.00% | – |
| RGLD | New | ROYAL GOLD INC | $13,000 | – | 210 | +100.0% | 0.00% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $9,000 | – | 194 | +100.0% | 0.00% | – |
| BRE | New | BRE PROPERTIES INCcl a | $8,000 | – | 130 | +100.0% | 0.00% | – |
| LQD | New | ISHARESiboxx inv cp etf | $8,000 | – | 65 | +100.0% | 0.00% | – |
| FCF | New | FIRST COMWLTH FINL CORP PA | $8,000 | – | 875 | +100.0% | 0.00% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $9,000 | – | 175 | +100.0% | 0.00% | – |
| RE | New | EVEREST RE GROUP LTD | $9,000 | – | 58 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $9,000 | – | 170 | +100.0% | 0.00% | – |
| CLH | New | CLEAN HARBORS INC | $8,000 | – | 150 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA FOODS INC | $10,000 | – | 325 | +100.0% | 0.00% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,000 | – | 30 | +100.0% | 0.00% | – |
| AL | New | AIR LEASE CORPcl a | $9,000 | – | 250 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $9,000 | – | 103 | +100.0% | 0.00% | – |
| DOX | New | AMDOCS LTD | $10,000 | – | 220 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $8,000 | – | 150 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $7,000 | – | 237 | +100.0% | 0.00% | – |
| AMG | New | AFFILIATED MANAGERS GROUP | $6,000 | – | 31 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INCcl a | $6,000 | – | 93 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| BMO | New | BANK MONTREAL QUE | $7,000 | – | 100 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWspnsr adr no par | $7,000 | – | 182 | +100.0% | 0.00% | – |
| NQI | New | NUVEEN QUALITY MUN FD INC | $6,000 | – | 500 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA ENERGY | $5,000 | – | 47 | +100.0% | 0.00% | – |
| MAT | New | MATTEL INC | $5,000 | – | 126 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN CORP | $7,000 | – | 45 | +100.0% | 0.00% | – |
| BCSPRACL | New | BARCLAYS BANK PLCsp adr 7.1%pf3 | $5,000 | – | 200 | +100.0% | 0.00% | – |
| OKE | New | ONEOK INC NEW | $7,000 | – | 124 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $6,000 | – | 100 | +100.0% | 0.00% | – |
| LB | New | L BRANDS INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $7,000 | – | 151 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $5,000 | – | 78 | +100.0% | 0.00% | – |
| IEO | New | ISHARESus oil&gs ex etf | $5,000 | – | 61 | +100.0% | 0.00% | – |
| IEZ | New | ISHARESus oil eq&sv etf | $5,000 | – | 74 | +100.0% | 0.00% | – |
| MBB | New | ISHARESmbs etf | $7,000 | – | 69 | +100.0% | 0.00% | – |
| CBI | New | CHICAGO BRIDGE & IRON CO N V | $5,000 | – | 57 | +100.0% | 0.00% | – |
| IYE | New | ISHARESu.s. energy etf | $6,000 | – | 122 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $7,000 | – | 154 | +100.0% | 0.00% | – |
| New | INTEL CORPsdcv 2.950%12/1 | $6,000 | – | 5,000 | +100.0% | 0.00% | – | |
| AVVIY | New | AVIVA PLCadr | $5,000 | – | 300 | +100.0% | 0.00% | – |
| PRE | New | PARTNERRE LTD | $6,000 | – | 54 | +100.0% | 0.00% | – |
| IMGN | New | IMMUNOGEN INC | $7,000 | – | 500 | +100.0% | 0.00% | – |
| GWW | New | GRAINGER W W INC | $7,000 | – | 28 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $7,000 | – | 85 | +100.0% | 0.00% | – |
| AOD | New | ALPINE TOTAL DYNAMIC DIVID F | $2,000 | – | 250 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $3,000 | – | 92 | +100.0% | 0.00% | – |
| ADI | New | ANALOG DEVICES INC | $4,000 | – | 67 | +100.0% | 0.00% | – |
| ARMH | New | ARM HLDGS PLCsponsored adr | $4,000 | – | 73 | +100.0% | 0.00% | – |
| ATHN | New | ATHENAHEALTH INC | $4,000 | – | 27 | +100.0% | 0.00% | – |
| BDC | New | BELDEN INC | $2,000 | – | 28 | +100.0% | 0.00% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $4,000 | – | 150 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP | $3,000 | – | 103 | +100.0% | 0.00% | – |
| New | CHESAPEAKE ENERGY CORPnote 2.500% 5/1 | $2,000 | – | 2,000 | +100.0% | 0.00% | – | |
| New | CHESAPEAKE ENERGY CORPnote 2.250%12/1 | $3,000 | – | 3,000 | +100.0% | 0.00% | – | |
| CIK | New | CREDIT SUISSE ASSET MGMT INC | $3,000 | – | 962 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $4,000 | – | 125 | +100.0% | 0.00% | – |
| ENB | New | ENBRIDGE INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL CO | $3,000 | – | 60 | +100.0% | 0.00% | – |
| GNCIQ | New | GNC HLDGS INC | $3,000 | – | 70 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $4,000 | – | 82 | +100.0% | 0.00% | – |
| GME | New | GAMESTOP CORP NEWcl a | $2,000 | – | 57 | +100.0% | 0.00% | – |
| GNW | New | GENWORTH FINL INC | $4,000 | – | 250 | +100.0% | 0.00% | – |
| HNR | New | HARVEST NATURAL RESOURCES IN | $2,000 | – | 500 | +100.0% | 0.00% | – |
| HNT | New | HEALTH NET INC | $2,000 | – | 65 | +100.0% | 0.00% | – |
| HTZ | New | HERTZ GLOBAL HOLDINGS INC | $4,000 | – | 146 | +100.0% | 0.00% | – |
| HIW | New | HIGHWOODS PPTYS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| IBN | New | ICICI BK LTDadr | $3,000 | – | 72 | +100.0% | 0.00% | – |
| ILF | New | ISHARESlatn amer 40 etf | $3,000 | – | 84 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN | $2,000 | – | 22 | +100.0% | 0.00% | – |
| KMR | New | KINDER MORGAN MANAGEMENT LLC | $2,000 | – | 32 | +100.0% | 0.00% | – |
| KN | New | KNOWLES CORP | $4,000 | – | 133 | +100.0% | 0.00% | – |
| LNKD | New | LINKEDIN CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
| NPBC | New | NATIONAL PENN BANCSHARES INC | $4,000 | – | 390 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $2,000 | – | 13 | +100.0% | 0.00% | – |
| OII | New | OCEANEERING INTL INC | $2,000 | – | 34 | +100.0% | 0.00% | – |
| OCN | New | OCWEN FINL CORP | $2,000 | – | 57 | +100.0% | 0.00% | – |
| PDCE | New | PDC ENERGY INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
| PDCO | New | PATTERSON COMPANIES INC | $4,000 | – | 95 | +100.0% | 0.00% | – |
| PII | New | POLARIS INDS INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
| RGC | New | REGAL ENTMT GROUPcl a | $3,000 | – | 140 | +100.0% | 0.00% | – |
| JNK | New | SPDR SERIES TRUSTbrc hgh yld bd | $2,000 | – | 54 | +100.0% | 0.00% | – |
| SAND | New | SANDSTORM GOLD LTD | $4,000 | – | 650 | +100.0% | 0.00% | – |
| SLW | New | SILVER WHEATON CORP | $4,000 | – | 183 | +100.0% | 0.00% | – |
| AOS | New | SMITH A O | $2,000 | – | 44 | +100.0% | 0.00% | – |
| SFST | New | SOUTHERN FIRST BANCSHARES IN | $4,000 | – | 292 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
| SRCL | New | STERICYCLE INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| TRI | New | THOMSON REUTERS CORP | $2,000 | – | 57 | +100.0% | 0.00% | – |
| TIF | New | TIFFANY & CO NEW | $3,000 | – | 40 | +100.0% | 0.00% | – |
| TKR | New | TIMKEN CO | $2,000 | – | 31 | +100.0% | 0.00% | – |
| TUP | New | TUPPERWARE BRANDS CORP | $2,000 | – | 26 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| VOX | New | VANGUARD WORLD FDS | $2,000 | – | 19 | +100.0% | 0.00% | – |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $4,000 | – | 91 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCcl a | $3,000 | – | 33 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $3,000 | – | 24 | +100.0% | 0.00% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $1,000 | – | 19 | +100.0% | 0.00% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $1,000 | – | 139 | +100.0% | 0.00% | – |
| PCY | New | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $1,000 | – | 32 | +100.0% | 0.00% | – |
| BKLN | New | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | 20 | +100.0% | 0.00% | – |
| FNF | New | FIDELITY NATIONAL FINANCIALcl a | $1,000 | – | 40 | +100.0% | 0.00% | – |
| FEIC | New | FEI CO | $1,000 | – | 14 | +100.0% | 0.00% | – |
| ELNK | New | EARTHLINK HLDGS CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| CREE | New | CREE INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| New | CACI INTL INCnote 2.125% 5/0 | $1,000 | – | 1,000 | +100.0% | 0.00% | – | |
| CCMP | New | CABOT MICROELECTRONICS CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| BGT | New | BLACKROCK FLOATING RATE INCO | $0 | – | 13 | +100.0% | 0.00% | – |
| OILNF | New | BARCLAYS BK PLCipsp croil etn | $1,000 | – | 60 | +100.0% | 0.00% | – |
| AVNW | New | AVIAT NETWORKS INC | $0 | – | 22 | +100.0% | 0.00% | – |
| AZC | New | AUGUSTA RES CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| ASNA | New | ASCENA RETAIL GROUP INC | $0 | – | 6 | +100.0% | 0.00% | – |
| AALCP | New | AMERICAN AIRLS GROUP INCpfd a mand cv | $0 | – | 15 | +100.0% | 0.00% | – |
| ANRZQ | New | ALPHA NATURAL RESOURCES INC | $1,000 | – | 300 | +100.0% | 0.00% | – |
| STRS | New | STRATUS PPTYS INC | $1,000 | – | 60 | +100.0% | 0.00% | – |
| SMP | New | STANDARD MTR PRODS INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
| SMT | New | SMART TECHNOLOGIES INCcl a sub vtg s | $1,000 | – | 200 | +100.0% | 0.00% | – |
| OGS | New | ONE GAS INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FGHT LINES INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| JPC | New | NUVEEN PFD INCOME OPPRTNY FD | $0 | – | 38 | +100.0% | 0.00% | – |
| NCU | New | NUVEEN CALIF PREM INCOME MUN | $1,000 | – | 50 | +100.0% | 0.00% | – |
| JRO | New | NUVEEN FLTNG RTE INCM OPP FD | $1,000 | – | 41 | +100.0% | 0.00% | – |
| MOS | New | MOSAIC CO NEW | $1,000 | – | 24 | +100.0% | 0.00% | – |
| 4107PS | New | MEADWESTVACO CORP | $1,000 | – | 29 | +100.0% | 0.00% | – |
| EMLC | New | MARKET VECTORS ETF TRem lc curr dbt | $1,000 | – | 59 | +100.0% | 0.00% | – |
| MGLN | New | MAGELLAN HEALTH SVCS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ERC | New | WELLS FARGO ADVANTAGE MULTI | $0 | – | 20 | +100.0% | 0.00% | – |
| EMB | New | ISHARESjp mor em mk etf | $0 | – | 4 | +100.0% | 0.00% | – |
| TIP | New | ISHAREStips bd etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| IQNT | New | INTELIQUENT INC | $0 | – | 30 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 35 | Q4 2021 | 14.8% |
| ISHARES TR MSCI USA MOMENTUM FACTOR (MTUM) | 35 | Q4 2021 | 3.8% |
| APPLE INC COM | 35 | Q4 2021 | 3.5% |
| MICROSOFT CORP COM | 35 | Q4 2021 | 4.5% |
| EXXON MOBIL CORPORATION | 35 | Q4 2021 | 7.7% |
| VANGUARD SPECIALIZED PORTFOLIOS DIV (VIG) | 35 | Q4 2021 | 3.7% |
| STANDARD & POORS 500 (SPY) | 35 | Q4 2021 | 4.2% |
| JOHNSON & JOHNSON COM | 35 | Q4 2021 | 5.6% |
| DUKE ENERGY CORP NEW COM NEW | 35 | Q4 2021 | 1.6% |
| ISHARES TR S&P 500 INDEX (IVV) | 35 | Q4 2021 | 1.9% |
View Carroll Financial Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-06 |
| 13F-HR | 2021-10-07 |
| 13F-HR | 2021-07-13 |
| 13F-HR | 2021-04-06 |
| 13F-HR | 2021-01-08 |
| 13F-HR | 2020-10-06 |
| 13F-HR | 2020-07-09 |
| 13F-HR | 2020-04-10 |
| 13F-HR | 2020-01-08 |
| 13F-HR | 2019-10-09 |
View Carroll Financial Associates, Inc.'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.