$1.05 Billion is the total value of Miracle Mile Advisors, LLC's 160 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 19.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $127,949,000 | -0.0% | 2,982,491 | +3.1% | 12.23% | -9.7% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $68,451,000 | +3.7% | 621,546 | +2.9% | 6.54% | -6.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $60,134,000 | -6.1% | 1,145,189 | +4.5% | 5.75% | -15.2% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $53,796,000 | +9.5% | 1,131,347 | +10.5% | 5.14% | -1.1% |
| IWR | Buy | ISHARES TRrus mid cap etf | $44,800,000 | +6.7% | 211,180 | +3.9% | 4.28% | -3.6% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $41,424,000 | – | 241,328 | +100.0% | 3.96% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $39,457,000 | +7.1% | 290,572 | +2.1% | 3.77% | -3.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $39,339,000 | +6.1% | 241,920 | +1.1% | 3.76% | -4.2% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $34,897,000 | +16.0% | 596,129 | +15.7% | 3.34% | +4.8% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $30,870,000 | +2.1% | 1,619,632 | +4.3% | 2.95% | -7.8% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $26,034,000 | +2.0% | 414,957 | +6.0% | 2.49% | -7.8% |
| IXC | Buy | ISHARES TRglobal energ etf | $22,831,000 | +14.5% | 610,784 | +4.0% | 2.18% | +3.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $20,192,000 | +6.5% | 241,932 | +3.8% | 1.93% | -3.8% |
| AAPL | Buy | APPLE INC | $18,366,000 | +10.8% | 99,216 | +0.4% | 1.76% | +0.1% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $13,724,000 | +3.7% | 268,204 | +4.1% | 1.31% | -6.4% |
| LEMB | New | ISHARES INCjp morgan em etf | $13,663,000 | – | 308,080 | +100.0% | 1.31% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $13,090,000 | +15.3% | 156,838 | +6.4% | 1.25% | +4.2% |
| TWLO | TWILIO INCcl a | $12,589,000 | +46.7% | 224,715 | 0.0% | 1.20% | +32.5% | |
| AMZN | Buy | AMAZON COM INC | $11,817,000 | +20.1% | 6,952 | +2.2% | 1.13% | +8.5% |
| FB | Buy | FACEBOOK INCcl a | $11,767,000 | +30.7% | 60,556 | +7.5% | 1.12% | +18.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $11,445,000 | +38.8% | 109,841 | +46.5% | 1.09% | +25.5% |
| WFC | Buy | WELLS FARGO CO NEW | $11,259,000 | +24.7% | 203,081 | +17.9% | 1.08% | +12.7% |
| BAC | Buy | BANK AMER CORP | $11,174,000 | +1.7% | 396,392 | +8.2% | 1.07% | -8.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $10,960,000 | +11.3% | 9,706 | +2.2% | 1.05% | +0.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $10,828,000 | +2.2% | 39,657 | -0.7% | 1.04% | -7.7% |
| AGN | Buy | ALLERGAN PLC | $10,120,000 | +2.4% | 60,703 | +3.4% | 0.97% | -7.5% |
| C | Buy | CITIGROUP INC | $9,845,000 | +27.4% | 147,119 | +28.5% | 0.94% | +15.2% |
| VRX | Buy | VALEANT PHARMACEUTICALS INTL | $9,319,000 | +52.4% | 401,000 | +4.4% | 0.89% | +37.6% |
| EMLC | Sell | VANECK VECTORS ETF TRjp morgan mkts | $9,077,000 | -61.3% | 533,339 | -55.4% | 0.87% | -65.0% |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,768,000 | +9.8% | 87,500 | 0.0% | 0.74% | -0.8% | |
| SHOP | Buy | SHOPIFY INCcl a | $7,388,000 | +19.5% | 50,642 | +2.0% | 0.71% | +8.0% |
| HYLS | Buy | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $7,087,000 | +1.4% | 150,492 | +2.5% | 0.68% | -8.4% |
| DIS | Sell | DISNEY WALT CO | $6,843,000 | +4.3% | 65,291 | -0.0% | 0.65% | -5.8% |
| USB | Buy | US BANCORP DEL | $6,628,000 | +147.1% | 132,500 | +149.5% | 0.63% | +122.9% |
| DOCU | New | DOCUSIGN INC | $6,523,000 | – | 123,200 | +100.0% | 0.62% | – |
| GBIL | New | GOLDMAN SACHS ETF TRtreasuryaccess | $6,508,000 | – | 65,000 | +100.0% | 0.62% | – |
| PEP | Buy | PEPSICO INC | $6,184,000 | +154.0% | 56,798 | +154.6% | 0.59% | +129.1% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $6,149,000 | +2.9% | 63,525 | -1.5% | 0.59% | -7.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $5,832,000 | +45.0% | 31,432 | +43.4% | 0.56% | +31.1% |
| V | Buy | VISA INC | $5,808,000 | +10.9% | 43,854 | +0.2% | 0.56% | +0.2% |
| ATVI | ACTIVISION BLIZZARD INC | $5,781,000 | +13.1% | 75,750 | 0.0% | 0.55% | +2.0% | |
| EA | ELECTRONIC ARTS INC | $5,524,000 | +16.3% | 39,169 | 0.0% | 0.53% | +5.2% | |
| SBUX | Buy | STARBUCKS CORP | $5,443,000 | -11.7% | 111,431 | +4.7% | 0.52% | -20.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,115,000 | +1.3% | 27,404 | +8.3% | 0.49% | -8.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $5,042,000 | +16.8% | 25,656 | +4.1% | 0.48% | +5.5% |
| KHC | Buy | KRAFT HEINZ CO | $4,728,000 | +124.8% | 75,264 | +122.9% | 0.45% | +103.6% |
| MKC | MCCORMICK & CO INC | $4,593,000 | +9.1% | 39,560 | 0.0% | 0.44% | -1.3% | |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $4,195,000 | +8.7% | 41,314 | +8.6% | 0.40% | -1.7% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $4,063,000 | +46.7% | 34,328 | +21.2% | 0.39% | +32.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,845,000 | +13.4% | 3,446 | +4.9% | 0.37% | +2.2% |
| AXP | AMERICAN EXPRESS CO | $3,724,000 | +5.0% | 38,000 | 0.0% | 0.36% | -5.1% | |
| CLX | Buy | CLOROX CO DEL | $3,665,000 | +216.8% | 27,100 | +211.7% | 0.35% | +186.9% |
| CRM | SALESFORCE COM INC | $3,589,000 | +17.3% | 26,309 | 0.0% | 0.34% | +5.9% | |
| PSX | Buy | PHILLIPS 66 | $3,558,000 | +18.3% | 31,677 | +1.0% | 0.34% | +6.9% |
| INTC | Buy | INTEL CORP | $3,435,000 | -0.7% | 69,106 | +4.0% | 0.33% | -10.4% |
| MSFT | Buy | MICROSOFT CORP | $3,416,000 | +18.1% | 34,646 | +9.4% | 0.33% | +6.5% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $3,027,000 | +1.0% | 27,700 | +8.1% | 0.29% | -8.8% |
| LUV | Buy | SOUTHWEST AIRLS CO | $2,945,000 | +50.8% | 57,873 | +69.7% | 0.28% | +35.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,855,000 | +20.2% | 10,525 | +16.6% | 0.27% | +8.8% |
| RACE | FERRARI N V | $2,835,000 | +12.0% | 21,000 | 0.0% | 0.27% | +1.1% | |
| GS | Sell | GOLDMAN SACHS GROUP INC | $2,805,000 | -14.1% | 12,717 | -1.9% | 0.27% | -22.3% |
| QCOM | Sell | QUALCOMM INC | $2,723,000 | +1.0% | 48,518 | -0.3% | 0.26% | -8.8% |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $2,644,000 | – | 99,430 | +100.0% | 0.25% | – |
| NKE | Buy | NIKE INCcl b | $2,623,000 | +20.7% | 32,917 | +0.6% | 0.25% | +9.1% |
| DON | Sell | WISDOMTREE TRus midcap divid | $2,626,000 | +3.3% | 73,343 | -1.6% | 0.25% | -6.7% |
| MUB | Buy | ISHARES TRnational mun etf | $2,548,000 | +185.7% | 23,370 | +185.5% | 0.24% | +158.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $2,528,000 | +0.0% | 18,711 | +12.0% | 0.24% | -9.4% |
| WYNN | WYNN RESORTS LTD | $2,510,000 | -8.2% | 15,000 | 0.0% | 0.24% | -17.0% | |
| ALLY | ALLY FINL INC | $2,469,000 | -3.3% | 94,000 | 0.0% | 0.24% | -12.6% | |
| ADBE | Buy | ADOBE SYS INC | $2,392,000 | +18.5% | 9,809 | +5.0% | 0.23% | +7.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,363,000 | +58.9% | 22,755 | +57.9% | 0.23% | +43.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,354,000 | +74.0% | 15,711 | +64.8% | 0.22% | +57.3% |
| FDX | Sell | FEDEX CORP | $2,318,000 | -6.0% | 10,208 | -0.6% | 0.22% | -14.9% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $2,243,000 | +0.5% | 9,240 | 0.0% | 0.21% | -9.3% | |
| NFLX | Buy | NETFLIX INC | $2,163,000 | +41.4% | 5,527 | +6.7% | 0.21% | +27.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,042,000 | +45.6% | 49,794 | +48.2% | 0.20% | +31.8% |
| ICF | Buy | ISHARES TRcohen steer reit | $2,008,000 | +8.0% | 20,107 | +0.9% | 0.19% | -2.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,821,000 | +173.8% | 23,331 | +178.3% | 0.17% | +148.6% |
| SRLN | SSGA ACTIVE ETF TRblkstn gsosrln | $1,796,000 | -1.0% | 38,245 | 0.0% | 0.17% | -10.4% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,741,000 | +20.4% | 25,057 | +13.3% | 0.17% | +8.5% |
| BKLN | New | INVESCO EXCHNG TRADED FD TRsr ln etf | $1,708,000 | – | 74,595 | +100.0% | 0.16% | – |
| BK | BANK NEW YORK MELLON CORP | $1,699,000 | +4.7% | 31,504 | 0.0% | 0.16% | -5.8% | |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,692,000 | +41.5% | 6 | +50.0% | 0.16% | +27.6% |
| SIX | SIX FLAGS ENTMT CORP NEW | $1,611,000 | +12.5% | 23,000 | 0.0% | 0.15% | +2.0% | |
| MS | Buy | MORGAN STANLEY | $1,469,000 | +4.7% | 31,000 | +19.2% | 0.14% | -5.4% |
| BBT | BB&T CORP | $1,456,000 | -3.1% | 28,867 | 0.0% | 0.14% | -12.6% | |
| NVDA | Buy | NVIDIA CORP | $1,447,000 | +7.9% | 6,106 | +5.4% | 0.14% | -2.8% |
| RDNT | Sell | RADNET INC | $1,418,000 | +2.4% | 94,566 | -1.7% | 0.14% | -7.5% |
| MLCO | MELCO RESORT ENTERTAINMENT Ladr | $1,400,000 | -3.4% | 50,000 | 0.0% | 0.13% | -12.4% | |
| K | New | KELLOGG CO | $1,397,000 | – | 20,000 | +100.0% | 0.13% | – |
| GIS | New | GENERAL MLS INC | $1,290,000 | – | 29,153 | +100.0% | 0.12% | – |
| RVT | ROYCE VALUE TR INC | $1,246,000 | +1.5% | 78,849 | 0.0% | 0.12% | -8.5% | |
| HSBC | HSBC HLDGS PLCspon adr new | $1,155,000 | -1.1% | 24,500 | 0.0% | 0.11% | -11.3% | |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $1,101,000 | +6.0% | 29,000 | +45.0% | 0.10% | -4.5% |
| SNAP | Buy | SNAP INCcl a | $1,081,000 | -14.9% | 82,612 | +3.3% | 0.10% | -23.1% |
| MMM | Buy | 3M CO | $952,000 | +52.8% | 4,840 | +70.5% | 0.09% | +37.9% |
| DEO | DIAGEO P L Cspon adr new | $936,000 | +6.4% | 6,500 | 0.0% | 0.09% | -4.3% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $805,000 | +3.5% | 5,736 | 0.0% | 0.08% | -6.1% | |
| CMPR | CIMPRESS N V | $779,000 | -6.4% | 5,376 | 0.0% | 0.07% | -15.9% | |
| BA | Sell | BOEING CO | $697,000 | +0.3% | 2,077 | -2.0% | 0.07% | -9.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $694,000 | +13.2% | 4,360 | +9.1% | 0.07% | +1.5% |
| FAS | DIREXION SHS ETF TRdly fin bull new | $679,000 | -2.0% | 10,781 | 0.0% | 0.06% | -11.0% | |
| UGAZ | CREDIT SUISSE AG NASSAU BRH | $648,000 | +11.5% | 10,000 | 0.0% | 0.06% | +1.6% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $646,000 | -9.4% | 13,044 | +0.3% | 0.06% | -17.3% |
| MO | Buy | ALTRIA GROUP INC | $638,000 | +11.9% | 11,229 | +22.8% | 0.06% | +1.7% |
| AOS | SMITH A O | $623,000 | -7.0% | 10,540 | 0.0% | 0.06% | -15.5% | |
| IGSB | ISHARES TR1 3 yr cr bd etf | $592,000 | 0.0% | 5,704 | 0.0% | 0.06% | -9.5% | |
| WY | WEYERHAEUSER CO | $583,000 | +4.1% | 15,998 | 0.0% | 0.06% | -5.1% | |
| VOO | Buy | VANGUARD INDEX FDS | $578,000 | +10.9% | 2,317 | +7.6% | 0.06% | 0.0% |
| T | Buy | AT&T INC | $568,000 | +42.7% | 17,686 | +58.3% | 0.05% | +28.6% |
| ZBH | ZIMMER BIOMET HLDGS INC | $557,000 | +2.2% | 5,000 | 0.0% | 0.05% | -8.6% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $543,000 | -1.8% | 5,034 | -0.2% | 0.05% | -10.3% |
| ANTM | New | ANTHEM INC | $521,000 | – | 2,188 | +100.0% | 0.05% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $503,000 | +8.6% | 2,408 | -2.0% | 0.05% | -2.0% |
| CVX | New | CHEVRON CORP NEW | $492,000 | – | 3,888 | +100.0% | 0.05% | – |
| ABBV | Buy | ABBVIE INC | $489,000 | +3.8% | 5,275 | +6.0% | 0.05% | -6.0% |
| XOM | Sell | EXXON MOBIL CORP | $474,000 | -4.8% | 5,734 | -14.0% | 0.04% | -15.1% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $456,000 | +1.8% | 2,890 | -0.5% | 0.04% | -6.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $457,000 | -3.2% | 3,769 | +2.2% | 0.04% | -12.0% |
| CSCO | Buy | CISCO SYS INC | $452,000 | +8.4% | 10,503 | +8.1% | 0.04% | -2.3% |
| HRL | HORMEL FOODS CORP | $447,000 | +8.5% | 12,000 | 0.0% | 0.04% | -2.3% | |
| VXUS | VANGUARD STAR FDvg tl intl stk f | $435,000 | -4.4% | 8,049 | 0.0% | 0.04% | -12.5% | |
| PFE | Buy | PFIZER INC | $409,000 | +44.0% | 11,280 | +41.0% | 0.04% | +30.0% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $369,000 | – | 8,748 | +100.0% | 0.04% | – |
| ABT | Buy | ABBOTT LABS | $351,000 | +8.3% | 5,748 | +6.4% | 0.03% | 0.0% |
| AMGN | Buy | AMGEN INC | $358,000 | +15.5% | 1,942 | +6.9% | 0.03% | +3.0% |
| REXR | REXFORD INDL RLTY INC | $341,000 | +8.9% | 10,859 | 0.0% | 0.03% | 0.0% | |
| UTX | UNITED TECHNOLOGIES CORP | $339,000 | -0.6% | 2,713 | 0.0% | 0.03% | -11.1% | |
| TSLA | Sell | TESLA INC | $326,000 | +22.6% | 950 | -5.1% | 0.03% | +10.7% |
| EXLS | EXLSERVICE HOLDINGS INC | $320,000 | +1.6% | 5,646 | 0.0% | 0.03% | -6.1% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $322,000 | -4.5% | 2,237 | -9.5% | 0.03% | -13.9% |
| KO | COCA COLA CO | $310,000 | +1.0% | 7,070 | 0.0% | 0.03% | -6.2% | |
| MCD | Buy | MCDONALDS CORP | $316,000 | +1.0% | 2,016 | +0.8% | 0.03% | -9.1% |
| GLD | SPDR GOLD TRUST | $299,000 | -5.7% | 2,520 | 0.0% | 0.03% | -14.7% | |
| DWDP | Buy | DOWDUPONT INC | $306,000 | +4.4% | 4,637 | +0.9% | 0.03% | -6.5% |
| ORCL | Buy | ORACLE CORP | $290,000 | -1.7% | 6,591 | +2.1% | 0.03% | -9.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $261,000 | +22.0% | 1,062 | +6.4% | 0.02% | +8.7% |
| PM | PHILIP MORRIS INTL INC | $262,000 | -18.9% | 3,245 | 0.0% | 0.02% | -26.5% | |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $251,000 | – | 2,639 | +100.0% | 0.02% | – |
| BOND | Sell | PIMCO ETF TRactive bd etf | $248,000 | -87.0% | 2,410 | -86.9% | 0.02% | -88.1% |
| GILD | Sell | GILEAD SCIENCES INC | $248,000 | -10.8% | 3,507 | -4.7% | 0.02% | -17.2% |
| TRV | Buy | TRAVELERS COMPANIES INC | $245,000 | -2.0% | 2,000 | +11.1% | 0.02% | -11.5% |
| HYMB | New | SPDR SERIES TRUSTnuv hghyld mun | $237,000 | – | 4,195 | +100.0% | 0.02% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $232,000 | +1.8% | 2,182 | 0.0% | 0.02% | -8.3% | |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $227,000 | – | 9,350 | +100.0% | 0.02% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $219,000 | – | 21,800 | +100.0% | 0.02% | – |
| MAC | MACERICH CO | $216,000 | +1.4% | 3,799 | 0.0% | 0.02% | -8.7% | |
| SDY | SPDR SERIES TRUSTs&p divid etf | $219,000 | +1.9% | 2,362 | 0.0% | 0.02% | -8.7% | |
| VLO | New | VALERO ENERGY CORP NEW | $215,000 | – | 1,940 | +100.0% | 0.02% | – |
| AOA | Buy | ISHARES TRaggres alloc etf | $205,000 | +1.5% | 3,840 | +1.9% | 0.02% | -4.8% |
| EVLV | EVINE LIVE INCcl a | $173,000 | +20.1% | 140,983 | 0.0% | 0.02% | +13.3% | |
| ARDC | ARES DYNAMIC CR ALLOCATION F | $181,000 | -1.1% | 11,280 | 0.0% | 0.02% | -10.5% | |
| CHK | CHESAPEAKE ENERGY CORP | $142,000 | +73.2% | 27,100 | 0.0% | 0.01% | +55.6% | |
| SIRI | Sell | SIRIUS XM HLDGS INC | $133,000 | +4.7% | 19,580 | -3.5% | 0.01% | 0.0% |
| DXLG | New | DESTINATION XL GROUP INC | $97,000 | – | 43,000 | +100.0% | 0.01% | – |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $89,000 | -14.4% | 15,720 | 0.0% | 0.01% | -18.2% | |
| TRVG | New | TRIVAGO N V | $83,000 | – | 18,300 | +100.0% | 0.01% | – |
| CVEO | New | CIVEO CORP CDA | $87,000 | – | 20,000 | +100.0% | 0.01% | – |
| ZNGA | ZYNGA INCcl a | $76,000 | +11.8% | 18,630 | 0.0% | 0.01% | 0.0% | |
| MESO | MESOBLAST LTDspons adr | $55,000 | -5.2% | 10,000 | 0.0% | 0.01% | -16.7% | |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -4,800 | -100.0% | -0.02% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -1,025 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,887 | -100.0% | -0.02% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -9,878 | -100.0% | -0.03% | – |
| Y | Exit | ALLEGHANY CORP DEL | $0 | – | -425 | -100.0% | -0.03% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -13,360 | -100.0% | -0.03% | – |
| EMLP | Exit | FIRST TR EXCHANGE TRADED FDno amer energy | $0 | – | -14,739 | -100.0% | -0.03% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -8,136 | -100.0% | -0.05% | – |
| BKLN | Exit | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | -64,695 | -100.0% | -0.16% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -229,900 | -100.0% | -3.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 40 | Q3 2023 | 3.7% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 38 | Q3 2023 | 17.9% |
| DISNEY WALT CO COM DISNEY | 37 | Q3 2023 | 0.9% |
| VANGUARD TAX-MANAGED INTL FD | 35 | Q3 2023 | 19.4% |
| ISHARES TR | 35 | Q3 2023 | 1.9% |
| QUALCOMM INC COM | 34 | Q3 2023 | 0.3% |
| AMGEN INC COM | 34 | Q3 2023 | 1.9% |
| ISHARES TR | 33 | Q3 2023 | 15.0% |
| ISHARES TR | 33 | Q3 2023 | 13.4% |
| ISHARES TR | 33 | Q3 2023 | 6.5% |
View Miracle Mile Advisors, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Columbia ETF Trust II | February 14, 2017 | 299,336 | 13.0% |
View Miracle Mile Advisors, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-18 |
View Miracle Mile Advisors, 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.