$2.56 Billion is the total value of Miracle Mile Advisors, LLC's 445 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 28.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $39,557,000 | -14.4% | 660,827 | -11.7% | 1.54% | -30.7% |
VNQI | Sell | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $35,768,000 | -24.5% | 662,975 | -21.2% | 1.40% | -38.8% |
MSFT | Sell | MICROSOFT CORP COMstock | $32,611,000 | +16.3% | 96,965 | -2.6% | 1.27% | -5.8% |
AGGY | Sell | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $29,712,000 | -9.3% | 574,917 | -8.8% | 1.16% | -26.6% |
VOO | Sell | VANGUARD S P 500 ETFetf | $27,213,000 | +7.3% | 62,333 | -3.1% | 1.06% | -13.1% |
MBB | Sell | ISHARES MBS ETFetf | $22,001,000 | -1.3% | 204,791 | -0.6% | 0.86% | -20.1% |
VTV | Sell | VANGUARD VALUE INDEX FUNDetf | $20,462,000 | +8.2% | 139,094 | -0.4% | 0.80% | -12.4% |
FB | Sell | META PLATFORMS INC CL Astock | $16,615,000 | -9.5% | 49,397 | -8.7% | 0.65% | -26.7% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $13,483,000 | +10.9% | 78,502 | -0.9% | 0.53% | -10.2% |
VOOG | Sell | VANGUARD S P 500 GROWTH ETFetf | $12,982,000 | -0.5% | 43,023 | -12.1% | 0.51% | -19.6% |
JPM | Sell | JPMORGAN CHASE CO COMstock | $11,628,000 | -4.0% | 73,433 | -0.7% | 0.45% | -22.1% |
SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $10,398,000 | +3.8% | 129,275 | -1.1% | 0.41% | -15.9% |
VOE | Sell | VANGUARD MID-CAP VALUE INDEX FUNDetf | $9,139,000 | +7.2% | 60,793 | -0.4% | 0.36% | -13.1% |
DIVO | Sell | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFetf | $8,040,000 | +8.8% | 210,536 | -0.5% | 0.31% | -11.8% |
SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $7,981,000 | -2.7% | 192,367 | -0.3% | 0.31% | -21.3% |
IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $7,949,000 | -14.6% | 69,124 | -14.4% | 0.31% | -30.8% |
ITOT | Sell | ISHARES CORE S P TOTAL U.S. STOCK MARKET ETFetf | $7,591,000 | -63.5% | 70,958 | -66.4% | 0.30% | -70.4% |
USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $7,172,000 | -68.2% | 88,657 | -71.1% | 0.28% | -74.2% |
IVOG | Sell | VANGUARD S P MID-CAP 400 GROWTH ETFetf | $6,941,000 | +7.2% | 32,826 | -0.1% | 0.27% | -13.1% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $6,638,000 | +36.2% | 21,743 | -1.8% | 0.26% | +10.2% |
GSY | Sell | INVESCO ULTRA SHORT DURATION ETFetf | $6,624,000 | -18.6% | 131,697 | -18.3% | 0.26% | -34.2% |
NKE | Sell | NIKE INC CL Bstock | $6,527,000 | +12.4% | 39,163 | -2.1% | 0.26% | -8.9% |
ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $6,450,000 | -44.9% | 128,005 | -44.8% | 0.25% | -55.3% |
BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $6,370,000 | -1.1% | 58,220 | -0.1% | 0.25% | -19.7% |
XLNX | Sell | XILINX INC COMstock | $6,313,000 | +39.1% | 29,774 | -1.0% | 0.25% | +12.3% |
LQD | Sell | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFetf | $5,574,000 | -5.8% | 42,064 | -5.4% | 0.22% | -23.9% |
CNC | Sell | CENTENE CORP DEL COMstock | $5,272,000 | +31.8% | 63,986 | -0.3% | 0.21% | +6.7% |
ED | Sell | CONSOLIDATED EDISON INC COMstock | $5,141,000 | +16.5% | 60,257 | -0.9% | 0.20% | -5.6% |
VOOV | Sell | VANGUARD S P 500 VALUE ETFetf | $4,537,000 | +7.0% | 29,964 | -0.6% | 0.18% | -13.2% |
VOT | Sell | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $4,545,000 | +6.4% | 17,851 | -1.3% | 0.18% | -14.1% |
NVR | Sell | NVR INC COMstock | $4,438,000 | +22.9% | 751 | -0.3% | 0.17% | -0.6% |
BTT | Sell | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $4,408,000 | -0.5% | 169,986 | -2.0% | 0.17% | -19.2% |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $4,258,000 | -3.6% | 87,163 | -0.6% | 0.17% | -22.1% |
XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $4,208,000 | -9.3% | 39,773 | -16.1% | 0.16% | -26.5% |
GNTX | Sell | GENTEX CORP COMstock | $4,153,000 | +5.2% | 119,157 | -0.4% | 0.16% | -14.7% |
SLYV | Sell | SPDR S P 600 SMALL CAP VALUE ETFetf | $4,072,000 | +3.2% | 48,064 | -0.2% | 0.16% | -16.3% |
SPY | Sell | SPDR S P 500 ETFetf | $3,623,000 | -5.8% | 7,629 | -14.9% | 0.14% | -23.8% |
SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $3,450,000 | +7.8% | 30,308 | -1.5% | 0.14% | -12.3% |
CHE | Sell | CHEMED CORP NEW COMstock | $3,303,000 | +13.0% | 6,244 | -0.6% | 0.13% | -8.5% |
TSLA | Sell | TESLA INC COMstock | $3,197,000 | +17.7% | 3,025 | -13.7% | 0.12% | -4.6% |
IYR | Sell | ISHARES U.S. REAL ESTATE ETFetf | $3,200,000 | -59.9% | 27,555 | -64.6% | 0.12% | -67.4% |
SNA | Sell | SNAP ON INC COMstock | $3,034,000 | +3.0% | 14,087 | -0.1% | 0.12% | -16.9% |
CRUS | Sell | CIRRUS LOGIC INC COMstock | $2,956,000 | +11.6% | 32,127 | -0.1% | 0.12% | -10.2% |
NFLX | Sell | NETFLIX INC COMstock | $2,899,000 | -12.5% | 4,812 | -11.3% | 0.11% | -29.4% |
JKHY | Sell | HENRY JACK ASSOC INC COMstock | $2,890,000 | +1.6% | 17,306 | -0.2% | 0.11% | -17.5% |
HYLB | Sell | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $2,601,000 | -0.7% | 65,283 | -0.1% | 0.10% | -19.8% |
MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $2,463,000 | -67.7% | 13,546 | -68.8% | 0.10% | -73.8% |
NUBD | Sell | NUVEEN ESG U.S. AGGREGATE BOND ETFetf | $2,440,000 | -5.6% | 95,029 | -4.8% | 0.10% | -24.0% |
SMLV | Sell | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $2,429,000 | +5.5% | 20,325 | -1.0% | 0.10% | -14.4% |
CVX | Sell | CHEVRON CORP NEW COMstock | $2,410,000 | +5.1% | 20,537 | -9.1% | 0.09% | -14.5% |
LMBS | Sell | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $2,336,000 | -32.0% | 46,731 | -31.2% | 0.09% | -45.2% |
JETS | Sell | U.S. GLOBAL JETS ETFetf | $2,293,000 | -82.5% | 108,709 | -80.4% | 0.09% | -85.9% |
HYG | Sell | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $2,115,000 | -2.6% | 24,307 | -2.0% | 0.08% | -21.0% |
CORP | Sell | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $2,108,000 | -4.8% | 18,678 | -4.2% | 0.08% | -23.4% |
IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $2,075,000 | +1.4% | 66,549 | -1.1% | 0.08% | -18.2% |
VIOV | Sell | VANGUARD S P SMALL-CAP 600 VALUE ETFetf | $2,051,000 | -6.0% | 11,362 | -9.4% | 0.08% | -23.8% |
DIS | Sell | DISNEY WALT CO COMstock | $1,948,000 | -25.5% | 12,575 | -18.7% | 0.08% | -39.7% |
DEM | Sell | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $1,872,000 | -2.3% | 43,211 | -1.6% | 0.07% | -20.7% |
EEMX | Sell | SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETFetf | $1,850,000 | -26.6% | 25,276 | -25.1% | 0.07% | -40.5% |
EQIX | Sell | EQUINIX INC COMreit | $1,818,000 | +6.6% | 2,149 | -0.5% | 0.07% | -13.4% |
VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFetf | $1,765,000 | -42.4% | 32,141 | -42.5% | 0.07% | -53.4% |
CVS | Sell | CVS HEALTH CORP COMstock | $1,743,000 | +16.2% | 16,898 | -4.4% | 0.07% | -5.6% |
VIOO | Sell | VANGUARD S P SMALL-CAP 600 ETFetf | $1,537,000 | -4.2% | 7,313 | -8.1% | 0.06% | -22.1% |
IGIB | Sell | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,526,000 | -6.2% | 25,754 | -4.9% | 0.06% | -23.1% |
DE | Sell | DEERE CO COMstock | $1,372,000 | -15.2% | 4,001 | -17.1% | 0.05% | -30.8% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $1,370,000 | -7.6% | 4,483 | -17.1% | 0.05% | -25.4% |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $1,367,000 | +14.2% | 2,297 | -1.1% | 0.05% | -8.6% |
INTC | Sell | INTEL CORP COMstock | $1,337,000 | -19.1% | 25,955 | -16.4% | 0.05% | -35.0% |
STM | Sell | STMICROELECTRONICS N V NY REGISTRYadr | $1,313,000 | +9.1% | 26,866 | -2.6% | 0.05% | -12.1% |
BA | Sell | BOEING CO COMstock | $1,272,000 | -37.8% | 6,319 | -32.3% | 0.05% | -49.5% |
PFE | Sell | PFIZER INC COMstock | $1,281,000 | -3.6% | 21,697 | -29.8% | 0.05% | -21.9% |
PANW | Sell | PALO ALTO NETWORKS INC COMstock | $1,259,000 | +14.9% | 2,261 | -1.2% | 0.05% | -7.5% |
NDAQ | Sell | NASDAQ INC COMstock | $1,178,000 | +8.3% | 5,608 | -0.5% | 0.05% | -11.5% |
SPGI | Sell | S P GLOBAL INC COMstock | $1,082,000 | -63.9% | 2,293 | -67.5% | 0.04% | -70.8% |
MFA | Sell | MFA FINL INC COMreit | $872,000 | -50.1% | 191,124 | -50.0% | 0.03% | -59.5% |
ROP | Sell | ROPER TECHNOLOGIES INC COMstock | $884,000 | +10.0% | 1,798 | -0.3% | 0.03% | -12.8% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $656,000 | -22.1% | 5,522 | -3.5% | 0.03% | -36.6% |
JHMM | Sell | JOHN HANCOCK MULTIFACTOR MID CAP ETFetf | $621,000 | +3.0% | 11,163 | -4.4% | 0.02% | -17.2% |
MGK | Sell | VANGUARD MEGA CAP GROWTH ETFetf | $597,000 | +8.5% | 2,288 | -2.4% | 0.02% | -14.8% |
ADI | Sell | ANALOG DEVICES INC COMstock | $588,000 | +4.8% | 3,346 | -0.1% | 0.02% | -14.8% |
PLD | Sell | PROLOGIS INC. COMreit | $585,000 | +33.6% | 3,475 | -0.5% | 0.02% | +9.5% |
TGH | Sell | TEXTAINER GROUP HOLDINGS LTD SHSstock | $554,000 | -48.8% | 15,500 | -50.0% | 0.02% | -57.7% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $559,000 | -38.4% | 2,266 | -50.1% | 0.02% | -50.0% |
DLS | Sell | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $547,000 | -2.7% | 7,433 | -1.7% | 0.02% | -22.2% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $550,000 | +11.6% | 2,912 | -0.2% | 0.02% | -12.5% |
WH | Sell | WYNDHAM HOTELS RESORTS INC COMstock | $521,000 | +15.8% | 5,809 | -0.3% | 0.02% | -9.1% |
ET | Sell | ENERGY TRANSFER L P COM UT LTD PTNstock | $518,000 | -29.5% | 62,880 | -18.1% | 0.02% | -42.9% |
MPW | Sell | MEDICAL PPTYS TRUST INC COMreit | $490,000 | +10.4% | 20,725 | -6.3% | 0.02% | -9.5% |
MS | Sell | MORGAN STANLEY COM NEWstock | $456,000 | -3.6% | 4,641 | -4.6% | 0.02% | -21.7% |
BDX | Sell | BECTON DICKINSON CO COMstock | $450,000 | +1.8% | 1,789 | -0.4% | 0.02% | -14.3% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $459,000 | -18.5% | 2,062 | -20.0% | 0.02% | -33.3% |
IPGP | Sell | IPG PHOTONICS CORP COMstock | $463,000 | -25.0% | 2,688 | -31.0% | 0.02% | -40.0% |
PSX | Sell | PHILLIPS 66 COMstock | $439,000 | -20.3% | 6,061 | -22.9% | 0.02% | -37.0% |
GD | Sell | GENERAL DYNAMICS CORP COMstock | $427,000 | +3.1% | 2,047 | -3.1% | 0.02% | -15.0% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $402,000 | -20.9% | 18,314 | -21.9% | 0.02% | -33.3% |
FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETFetf | $401,000 | -27.2% | 4,741 | -35.6% | 0.02% | -40.7% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $406,000 | +7.1% | 3,378 | -0.4% | 0.02% | -11.1% |
XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $405,000 | -36.7% | 2,872 | -42.9% | 0.02% | -48.4% |
GDX | Sell | VANECK GOLD MINERS ETFetf | $394,000 | -87.5% | 12,296 | -88.5% | 0.02% | -90.1% |
XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $345,000 | -23.7% | 1,686 | -33.0% | 0.01% | -40.9% |
ICLN | Sell | ISHARES S P GLOBAL CLEAN ENERGY INDEX FUNDetf | $344,000 | -9.0% | 16,253 | -7.0% | 0.01% | -27.8% |
TGT | Sell | TARGET CORP COMstock | $299,000 | -9.9% | 1,292 | -11.1% | 0.01% | -25.0% |
XLC | Sell | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $311,000 | -46.4% | 4,002 | -44.8% | 0.01% | -57.1% |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $317,000 | +23.3% | 1,065 | -0.7% | 0.01% | 0.0% |
RGEN | Sell | REPLIGEN CORP COMstock | $278,000 | -10.9% | 1,050 | -2.8% | 0.01% | -26.7% |
AMGN | Sell | AMGEN INC COMstock | $275,000 | -58.5% | 1,223 | -60.8% | 0.01% | -65.6% |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $289,000 | -3.0% | 2,848 | -2.7% | 0.01% | -21.4% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $275,000 | +0.7% | 4,405 | -4.5% | 0.01% | -15.4% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $253,000 | -25.1% | 2,667 | -25.2% | 0.01% | -37.5% |
BIDU | Sell | BAIDU INC SPON ADR REP Aadr | $268,000 | -58.7% | 1,798 | -57.6% | 0.01% | -67.7% |
BX | Sell | BLACKSTONE INC COMstock | $238,000 | -25.4% | 1,840 | -32.8% | 0.01% | -40.0% |
GLD | Sell | SPDR GOLD SHARESetf | $241,000 | -5.1% | 1,410 | -8.8% | 0.01% | -25.0% |
MRNA | Sell | MODERNA INC COMstock | $208,000 | -37.2% | 819 | -4.9% | 0.01% | -50.0% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $203,000 | -95.0% | 571 | -95.1% | 0.01% | -95.9% |
DKNG | Sell | DRAFTKINGS INC COM CL Astock | $208,000 | -62.7% | 7,566 | -34.6% | 0.01% | -70.4% |
DFS | Sell | DISCOVER FINL SVCS COMstock | $207,000 | -10.4% | 1,795 | -4.6% | 0.01% | -27.3% |
CBAY | Sell | CYMABAY THERAPEUTICS INC COMstock | $85,000 | -53.6% | 25,000 | -50.0% | 0.00% | -66.7% |
CERS | Exit | CERUS CORP COMstock | $0 | – | -10,150 | -100.0% | -0.00% | – |
XERS | Exit | XERIS BIOPHARMA HOLDINGS INC COMstock | $0 | – | -30,300 | -100.0% | -0.00% | – |
ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -15,930 | -100.0% | -0.01% | – |
CDXC | Exit | CHROMADEX CORP COM NEWstock | $0 | – | -21,000 | -100.0% | -0.01% | – |
EQX | Exit | EQUINOX GOLD CORP COMstock | $0 | – | -23,700 | -100.0% | -0.01% | – |
PAA | Exit | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $0 | – | -15,794 | -100.0% | -0.01% | – |
DAL | Exit | DELTA AIR LINES INC DEL COM NEWstock | $0 | – | -4,779 | -100.0% | -0.01% | – |
BIIB | Exit | BIOGEN INC COMstock | $0 | – | -744 | -100.0% | -0.01% | – |
GM | Exit | GENERAL MTRS CO COMstock | $0 | – | -4,538 | -100.0% | -0.01% | – |
PNC | Exit | PNC FINL SVCS GROUP INC COMstock | $0 | – | -1,117 | -100.0% | -0.01% | – |
CBTX | Exit | CBTX INC COMstock | $0 | – | -8,460 | -100.0% | -0.01% | – |
ETY | Exit | EATON VANCE TAX-MANAGED DIVERS COMcef | $0 | – | -16,122 | -100.0% | -0.01% | – |
PPG | Exit | PPG INDS INC COMstock | $0 | – | -1,550 | -100.0% | -0.01% | – |
ABNB | Exit | AIRBNB INC COM CL Astock | $0 | – | -1,318 | -100.0% | -0.01% | – |
MMM | Exit | 3M CO COMstock | $0 | – | -1,382 | -100.0% | -0.01% | – |
IXJ | Exit | ISHARES GLOBAL HEALTHCARE ETFetf | $0 | – | -2,904 | -100.0% | -0.01% | – |
ZM | Exit | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $0 | – | -1,082 | -100.0% | -0.01% | – |
MLPX | Exit | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $0 | – | -8,400 | -100.0% | -0.02% | – |
SQ | Exit | SQUARE INC CL Astock | $0 | – | -1,305 | -100.0% | -0.02% | – |
MSTR | Exit | MICROSTRATEGY INC CL A NEWstock | $0 | – | -524 | -100.0% | -0.02% | – |
XP | Exit | XP INC CL Astock | $0 | – | -7,839 | -100.0% | -0.02% | – |
EWJ | Exit | ISHARES MSCI JAPAN ETFetf | $0 | – | -4,715 | -100.0% | -0.02% | – |
KSU | Exit | KANSAS CITY SOUTHERN COM NEWstock | $0 | – | -1,194 | -100.0% | -0.02% | – |
CL | Exit | COLGATE PALMOLIVE CO COMstock | $0 | – | -4,314 | -100.0% | -0.02% | – |
TDG | Exit | TRANSDIGM GROUP INC COMstock | $0 | – | -563 | -100.0% | -0.02% | – |
LULU | Exit | LULULEMON ATHLETICA INC COMstock | $0 | – | -921 | -100.0% | -0.02% | – |
EWC | Exit | ISHARES MSCI CANADA ETFetf | $0 | – | -10,846 | -100.0% | -0.02% | – |
CRSP | Exit | CRISPR THERAPEUTICS AG NAMEN AKTstock | $0 | – | -3,501 | -100.0% | -0.02% | – |
IXN | Exit | ISHARES GLOBAL TECH ETFetf | $0 | – | -7,452 | -100.0% | -0.02% | – |
EXLS | Exit | EXLSERVICE HOLDINGS INC COMstock | $0 | – | -3,912 | -100.0% | -0.02% | – |
SBUX | Exit | STARBUCKS CORP COMstock | $0 | – | -4,235 | -100.0% | -0.02% | – |
PCI | Exit | PIMCO DYNAMIC CR INCOME FD COM SHScef | $0 | – | -25,040 | -100.0% | -0.02% | – |
VTNR | Exit | VERTEX ENERGY INC COMstock | $0 | – | -105,582 | -100.0% | -0.03% | – |
PLTR | Exit | PALANTIR TECHNOLOGIES INC CL Astock | $0 | – | -26,119 | -100.0% | -0.03% | – |
IEUR | Exit | ISHARES CORE MSCI EUROPE ETFetf | $0 | – | -12,957 | -100.0% | -0.04% | – |
LYFT | Exit | LYFT INC CL A COMstock | $0 | – | -15,023 | -100.0% | -0.04% | – |
GBIL | Exit | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $0 | – | -10,829 | -100.0% | -0.05% | – |
AVXL | Exit | ANAVEX LIFE SCIENCES CORP COM NEWstock | $0 | – | -61,656 | -100.0% | -0.05% | – |
NEM | Exit | NEWMONT CORP COMstock | $0 | – | -29,906 | -100.0% | -0.08% | – |
SPMB | Exit | SPDR PORTFOLIO MORTGAGE BACKED BOND ETFetf | $0 | – | -75,473 | -100.0% | -0.09% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS COMstock | $0 | – | -15,394 | -100.0% | -0.10% | – |
ACCD | Exit | ACCOLADE INC COMstock | $0 | – | -59,548 | -100.0% | -0.12% | – |
ISRG | Exit | INTUITIVE SURGICAL INC COM NEWstock | $0 | – | -5,285 | -100.0% | -0.25% | – |
PWZ | Exit | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETFetf | $0 | – | -292,709 | -100.0% | -0.39% | – |
SUB | Exit | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $0 | – | -151,191 | -100.0% | -0.78% | – |
EMLC | Exit | VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $0 | – | -607,287 | -100.0% | -0.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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.