$300 Million is the total value of SRS Capital Advisors, Inc.'s 587 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | New | VANGUARD INDEX FDSmid cap etf | $17,341,000 | – | 103,738 | +100.0% | 5.77% | – |
| IGSB | New | ISHARES TRsh tr crport etf | $16,106,000 | – | 301,392 | +100.0% | 5.36% | – |
| TIP | New | ISHARES TRtips bd etf | $15,984,000 | – | 138,399 | +100.0% | 5.32% | – |
| MBB | New | ISHARES TRmbs etf | $15,813,000 | – | 146,960 | +100.0% | 5.26% | – |
| FPE | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $14,964,000 | – | 771,760 | +100.0% | 4.98% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $14,534,000 | – | 348,463 | +100.0% | 4.84% | – |
| EMLP | New | FIRST TR EXCHANGE TRADED FDno amer energy | $13,970,000 | – | 555,482 | +100.0% | 4.65% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $13,927,000 | – | 125,563 | +100.0% | 4.64% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $11,922,000 | – | 72,967 | +100.0% | 3.97% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $11,310,000 | – | 60,567 | +100.0% | 3.76% | – |
| XMLV | New | INVESCO EXCHNG TRADED FD TRs&p midcp low | $9,689,000 | – | 188,985 | +100.0% | 3.22% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $9,628,000 | – | 132,547 | +100.0% | 3.20% | – |
| USMV | New | ISHARES TRmin vol usa etf | $8,961,000 | – | 145,171 | +100.0% | 2.98% | – |
| HDV | New | ISHARES TRcore high dv etf | $8,565,000 | – | 90,631 | +100.0% | 2.85% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,392,000 | – | 197,316 | +100.0% | 2.79% | – |
| EEMV | New | ISHARES INCmin vol emrg mkt | $4,765,000 | – | 80,951 | +100.0% | 1.59% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $4,202,000 | – | 52,176 | +100.0% | 1.40% | – |
| TFI | New | SPDR SERIES TRUSTnuveen brc munic | $3,249,000 | – | 64,799 | +100.0% | 1.08% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $3,097,000 | – | 26,895 | +100.0% | 1.03% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $2,893,000 | – | 23,265 | +100.0% | 0.96% | – |
| AGG | New | ISHARES TRcore us aggbd et | $2,441,000 | – | 21,919 | +100.0% | 0.81% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,420,000 | – | 17,373 | +100.0% | 0.81% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $2,162,000 | – | 24,745 | +100.0% | 0.72% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $2,160,000 | – | 38,362 | +100.0% | 0.72% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,958,000 | – | 13,048 | +100.0% | 0.65% | – |
| UOCT | New | INNOVATOR ETFS TRs&p 500 ultra | $1,730,000 | – | 69,875 | +100.0% | 0.58% | – |
| AAPL | New | APPLE INC | $1,403,000 | – | 7,087 | +100.0% | 0.47% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,339,000 | – | 1,239 | +100.0% | 0.45% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $1,245,000 | – | 11,430 | +100.0% | 0.41% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $1,158,000 | – | 19,010 | +100.0% | 0.38% | – |
| MCD | New | MCDONALDS CORP | $1,078,000 | – | 5,193 | +100.0% | 0.36% | – |
| AMZN | New | AMAZON COM INC | $1,066,000 | – | 563 | +100.0% | 0.36% | – |
| KWR | New | QUAKER CHEM CORP | $1,016,000 | – | 5,008 | +100.0% | 0.34% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,004,000 | – | 4,710 | +100.0% | 0.33% | – |
| PAPR | New | INNOVATOR ETFS TRs&p 500 pwr bu | $986,000 | – | 38,289 | +100.0% | 0.33% | – |
| BIV | New | VANGUARD BD INDEX FD INCintermed term | $980,000 | – | 11,335 | +100.0% | 0.33% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $954,000 | – | 5,124 | +100.0% | 0.32% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $918,000 | – | 13,919 | +100.0% | 0.31% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $914,000 | – | 7,002 | +100.0% | 0.30% | – |
| PFE | New | PFIZER INC | $897,000 | – | 20,711 | +100.0% | 0.30% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $891,000 | – | 10,195 | +100.0% | 0.30% | – |
| CI | New | CIGNA CORP NEW | $833,000 | – | 5,285 | +100.0% | 0.28% | – |
| FTCS | New | FIRST TR EXCHANGE TRADED FDcap strength etf | $826,000 | – | 14,634 | +100.0% | 0.28% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $801,000 | – | 5,837 | +100.0% | 0.27% | – |
| T | New | AT&T INC | $802,000 | – | 23,932 | +100.0% | 0.27% | – |
| QLD | New | PROSHARES TR | $790,000 | – | 8,227 | +100.0% | 0.26% | – |
| V | New | VISA INC | $764,000 | – | 4,404 | +100.0% | 0.25% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $752,000 | – | 12,400 | +100.0% | 0.25% | – |
| XEL | New | XCEL ENERGY INC | $733,000 | – | 12,326 | +100.0% | 0.24% | – |
| PJAN | New | INNOVATOR ETFS TRs&p 500 power | $724,000 | – | 26,293 | +100.0% | 0.24% | – |
| WFC | New | WELLS FARGO CO NEW | $717,000 | – | 15,145 | +100.0% | 0.24% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $691,000 | – | 10,378 | +100.0% | 0.23% | – |
| XSLV | New | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $687,000 | – | 14,313 | +100.0% | 0.23% | – |
| MA | New | MASTERCARD INCcl a | $681,000 | – | 2,574 | +100.0% | 0.23% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $669,000 | – | 11,712 | +100.0% | 0.22% | – |
| JPM | New | JPMORGAN CHASE & CO | $606,000 | – | 5,420 | +100.0% | 0.20% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $608,000 | – | 5,218 | +100.0% | 0.20% | – |
| PGX | New | INVESCO EXCHNG TRADED FD TRpfd etf | $600,000 | – | 40,978 | +100.0% | 0.20% | – |
| ETN | New | EATON CORP PLC | $573,000 | – | 6,878 | +100.0% | 0.19% | – |
| INFO | New | IHS MARKIT LTD | $572,000 | – | 8,970 | +100.0% | 0.19% | – |
| MSFT | New | MICROSOFT CORP | $527,000 | – | 3,931 | +100.0% | 0.18% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $514,000 | – | 3,728 | +100.0% | 0.17% | – |
| OXY | New | OCCIDENTAL PETE CORP | $510,000 | – | 10,139 | +100.0% | 0.17% | – |
| WPC | New | W P CAREY INC | $499,000 | – | 6,148 | +100.0% | 0.17% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $497,000 | – | 6,368 | +100.0% | 0.16% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $483,000 | – | 2,692 | +100.0% | 0.16% | – |
| HD | New | HOME DEPOT INC | $474,000 | – | 2,280 | +100.0% | 0.16% | – |
| ACN | New | ACCENTURE PLC IRELAND | $472,000 | – | 2,555 | +100.0% | 0.16% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $471,000 | – | 435 | +100.0% | 0.16% | – |
| XOM | New | EXXON MOBIL CORP | $424,000 | – | 5,527 | +100.0% | 0.14% | – |
| PPL | New | PPL CORP | $418,000 | – | 13,477 | +100.0% | 0.14% | – |
| FULT | New | FULTON FINL CORP PA | $417,000 | – | 25,451 | +100.0% | 0.14% | – |
| CBRE | New | CBRE GROUP INCcl a | $412,000 | – | 8,027 | +100.0% | 0.14% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $408,000 | – | 2,467 | +100.0% | 0.14% | – |
| MDT | New | MEDTRONIC PLC | $397,000 | – | 4,078 | +100.0% | 0.13% | – |
| MRK | New | MERCK & CO INC | $391,000 | – | 4,667 | +100.0% | 0.13% | – |
| FDX | New | FEDEX CORP | $376,000 | – | 2,290 | +100.0% | 0.12% | – |
| PG | New | PROCTER AND GAMBLE CO | $372,000 | – | 3,389 | +100.0% | 0.12% | – |
| FV | New | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $371,000 | – | 12,200 | +100.0% | 0.12% | – |
| C | New | CITIGROUP INC | $363,000 | – | 5,185 | +100.0% | 0.12% | – |
| BDX | New | BECTON DICKINSON & CO | $363,000 | – | 1,440 | +100.0% | 0.12% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $330,000 | – | 6,031 | +100.0% | 0.11% | – |
| VLY | New | VALLEY NATL BANCORP | $327,000 | – | 30,334 | +100.0% | 0.11% | – |
| CSCO | New | CISCO SYS INC | $325,000 | – | 5,944 | +100.0% | 0.11% | – |
| LOW | New | LOWES COS INC | $325,000 | – | 3,222 | +100.0% | 0.11% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $322,000 | – | 4,941 | +100.0% | 0.11% | – |
| INTC | New | INTEL CORP | $317,000 | – | 6,613 | +100.0% | 0.11% | – |
| CL | New | COLGATE PALMOLIVE CO | $318,000 | – | 4,433 | +100.0% | 0.11% | – |
| WMB | New | WILLIAMS COS INC DEL | $318,000 | – | 11,334 | +100.0% | 0.11% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $317,000 | – | 1,990 | +100.0% | 0.11% | – |
| FM | New | ISHARES INCmsci frntr100etf | $315,000 | – | 10,628 | +100.0% | 0.10% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $314,000 | – | 5,128 | +100.0% | 0.10% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $311,000 | – | 1,055 | +100.0% | 0.10% | – |
| PEP | New | PEPSICO INC | $313,000 | – | 2,385 | +100.0% | 0.10% | – |
| TRV | New | TRAVELERS COMPANIES INC | $307,000 | – | 2,050 | +100.0% | 0.10% | – |
| ZTS | New | ZOETIS INCcl a | $296,000 | – | 2,606 | +100.0% | 0.10% | – |
| ILMN | New | ILLUMINA INC | $296,000 | – | 804 | +100.0% | 0.10% | – |
| UJUL | New | INNOVATOR ETFS TRs&p 500 ultra | $298,000 | – | 11,554 | +100.0% | 0.10% | – |
| TXN | New | TEXAS INSTRS INC | $298,000 | – | 2,594 | +100.0% | 0.10% | – |
| BAPR | New | INNOVATOR ETFS TRs&p 500 buffer | $294,000 | – | 11,356 | +100.0% | 0.10% | – |
| ECL | New | ECOLAB INC | $291,000 | – | 1,472 | +100.0% | 0.10% | – |
| CB | New | CHUBB LIMITED | $289,000 | – | 1,964 | +100.0% | 0.10% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $286,000 | – | 1,560 | +100.0% | 0.10% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $281,000 | – | 9,748 | +100.0% | 0.09% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $280,000 | – | 765 | +100.0% | 0.09% | – |
| CVX | New | CHEVRON CORP NEW | $279,000 | – | 2,246 | +100.0% | 0.09% | – |
| SBUX | New | STARBUCKS CORP | $276,000 | – | 3,297 | +100.0% | 0.09% | – |
| BJUL | New | INNOVATOR ETFS TRs&p 500 buffer | $274,000 | – | 10,647 | +100.0% | 0.09% | – |
| NKE | New | NIKE INCcl b | $271,000 | – | 3,230 | +100.0% | 0.09% | – |
| FDS | New | FACTSET RESH SYS INC | $270,000 | – | 944 | +100.0% | 0.09% | – |
| SPGI | New | S&P GLOBAL INC | $269,000 | – | 1,181 | +100.0% | 0.09% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $265,000 | – | 904 | +100.0% | 0.09% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $260,000 | – | 4,903 | +100.0% | 0.09% | – |
| KO | New | COCA COLA CO | $259,000 | – | 5,092 | +100.0% | 0.09% | – |
| UVSP | New | UNIVEST FINANCIAL CORPORATIO | $257,000 | – | 9,787 | +100.0% | 0.09% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $255,000 | – | 5,632 | +100.0% | 0.08% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $254,000 | – | 9,204 | +100.0% | 0.08% | – |
| IBN | New | ICICI BK LTDadr | $252,000 | – | 20,000 | +100.0% | 0.08% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $246,000 | – | 1,009 | +100.0% | 0.08% | – |
| BAX | New | BAXTER INTL INC | $246,000 | – | 3,006 | +100.0% | 0.08% | – |
| WMT | New | WALMART INC | $234,000 | – | 2,119 | +100.0% | 0.08% | – |
| MTUM | New | ISHARES TRusa momentum fct | $234,000 | – | 1,969 | +100.0% | 0.08% | – |
| CNI | New | CANADIAN NATL RY CO | $233,000 | – | 2,521 | +100.0% | 0.08% | – |
| SHW | New | SHERWIN WILLIAMS CO | $231,000 | – | 504 | +100.0% | 0.08% | – |
| FB | New | FACEBOOK INCcl a | $226,000 | – | 1,170 | +100.0% | 0.08% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $224,000 | – | 5,731 | +100.0% | 0.08% | – |
| TJX | New | TJX COS INC NEW | $226,000 | – | 4,275 | +100.0% | 0.08% | – |
| KMX | New | CARMAX INC | $223,000 | – | 2,568 | +100.0% | 0.07% | – |
| TTC | New | TORO CO | $221,000 | – | 3,301 | +100.0% | 0.07% | – |
| PJUN | New | INNOVATOR ETFS TRs&p 500 pwr bu | $222,000 | – | 8,448 | +100.0% | 0.07% | – |
| NUE | New | NUCOR CORP | $221,000 | – | 4,007 | +100.0% | 0.07% | – |
| BJUN | New | INNOVATOR ETFS TRs&p 500 buffer | $220,000 | – | 8,264 | +100.0% | 0.07% | – |
| BBT | New | BB&T CORP | $217,000 | – | 4,427 | +100.0% | 0.07% | – |
| VRSK | New | VERISK ANALYTICS INC | $213,000 | – | 1,452 | +100.0% | 0.07% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $212,000 | – | 2,709 | +100.0% | 0.07% | – |
| AMGN | New | AMGEN INC | $209,000 | – | 1,136 | +100.0% | 0.07% | – |
| HRL | New | HORMEL FOODS CORP | $208,000 | – | 5,135 | +100.0% | 0.07% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $201,000 | – | 4,983 | +100.0% | 0.07% | – |
| HON | New | HONEYWELL INTL INC | $197,000 | – | 1,126 | +100.0% | 0.07% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $199,000 | – | 1,376 | +100.0% | 0.07% | – |
| CTWS | New | CONNECTICUT WTR SVC INC | $195,000 | – | 2,792 | +100.0% | 0.06% | – |
| ANSS | New | ANSYS INC | $196,000 | – | 956 | +100.0% | 0.06% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $194,000 | – | 897 | +100.0% | 0.06% | – |
| DHR | New | DANAHER CORPORATION | $192,000 | – | 1,344 | +100.0% | 0.06% | – |
| DLTR | New | DOLLAR TREE INC | $193,000 | – | 1,797 | +100.0% | 0.06% | – |
| EVRG | New | EVERGY INC | $189,000 | – | 3,145 | +100.0% | 0.06% | – |
| BK | New | BANK NEW YORK MELLON CORP | $189,000 | – | 4,289 | +100.0% | 0.06% | – |
| CDW | New | CDW CORP | $189,000 | – | 1,702 | +100.0% | 0.06% | – |
| MKL | New | MARKEL CORP | $190,000 | – | 174 | +100.0% | 0.06% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $185,000 | – | 1,190 | +100.0% | 0.06% | – |
| BL | New | BLACKLINE INC | $185,000 | – | 3,461 | +100.0% | 0.06% | – |
| KEY | New | KEYCORP NEW | $187,000 | – | 10,529 | +100.0% | 0.06% | – |
| TDG | New | TRANSDIGM GROUP INC | $187,000 | – | 386 | +100.0% | 0.06% | – |
| DUK | New | DUKE ENERGY CORP NEW | $187,000 | – | 2,116 | +100.0% | 0.06% | – |
| VMC | New | VULCAN MATLS CO | $184,000 | – | 1,342 | +100.0% | 0.06% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $184,000 | – | 1,125 | +100.0% | 0.06% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $180,000 | – | 878 | +100.0% | 0.06% | – |
| COF | New | CAPITAL ONE FINL CORP | $181,000 | – | 1,996 | +100.0% | 0.06% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $176,000 | – | 336 | +100.0% | 0.06% | – |
| AXP | New | AMERICAN EXPRESS CO | $173,000 | – | 1,398 | +100.0% | 0.06% | – |
| STT | New | STATE STR CORP | $173,000 | – | 3,093 | +100.0% | 0.06% | – |
| LMT | New | LOCKHEED MARTIN CORP | $167,000 | – | 458 | +100.0% | 0.06% | – |
| EEFT | New | EURONET WORLDWIDE INC | $169,000 | – | 1,003 | +100.0% | 0.06% | – |
| AOM | New | ISHARES TRmodert alloc etf | $164,000 | – | 4,191 | +100.0% | 0.06% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $166,000 | – | 900 | +100.0% | 0.06% | – |
| SNPS | New | SYNOPSYS INC | $162,000 | – | 1,255 | +100.0% | 0.05% | – |
| CVS | New | CVS HEALTH CORP | $163,000 | – | 2,999 | +100.0% | 0.05% | – |
| PYPL | New | PAYPAL HLDGS INC | $158,000 | – | 1,378 | +100.0% | 0.05% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $159,000 | – | 1,773 | +100.0% | 0.05% | – |
| MCO | New | MOODYS CORP | $157,000 | – | 806 | +100.0% | 0.05% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $156,000 | – | 4,341 | +100.0% | 0.05% | – |
| SSO | New | PROSHARES TR | $155,000 | – | 1,230 | +100.0% | 0.05% | – |
| WCN | New | WASTE CONNECTIONS INC | $153,000 | – | 1,603 | +100.0% | 0.05% | – |
| HXL | New | HEXCEL CORP NEW | $152,000 | – | 1,875 | +100.0% | 0.05% | – |
| AVGO | New | BROADCOM INC | $152,000 | – | 527 | +100.0% | 0.05% | – |
| J | New | JACOBS ENGR GROUP INC | $149,000 | – | 1,760 | +100.0% | 0.05% | – |
| ABT | New | ABBOTT LABS | $151,000 | – | 1,801 | +100.0% | 0.05% | – |
| AB | New | ALLIANCEBERNSTEIN HOLDING LPunit ltd partn | $151,000 | – | 5,076 | +100.0% | 0.05% | – |
| DG | New | DOLLAR GEN CORP NEW | $150,000 | – | 1,112 | +100.0% | 0.05% | – |
| USB | New | US BANCORP DEL | $148,000 | – | 2,833 | +100.0% | 0.05% | – |
| COP | New | CONOCOPHILLIPS | $148,000 | – | 2,424 | +100.0% | 0.05% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $147,000 | – | 640 | +100.0% | 0.05% | – |
| PRO | New | PROS HOLDINGS INC | $145,000 | – | 2,295 | +100.0% | 0.05% | – |
| TECH | New | BIO TECHNE CORP | $144,000 | – | 690 | +100.0% | 0.05% | – |
| MGA | New | MAGNA INTL INC | $140,000 | – | 2,824 | +100.0% | 0.05% | – |
| BKNG | New | BOOKING HLDGS INC | $141,000 | – | 75 | +100.0% | 0.05% | – |
| ROST | New | ROSS STORES INC | $140,000 | – | 1,413 | +100.0% | 0.05% | – |
| ABBV | New | ABBVIE INC | $135,000 | – | 1,853 | +100.0% | 0.04% | – |
| LUV | New | SOUTHWEST AIRLS CO | $134,000 | – | 2,630 | +100.0% | 0.04% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $132,000 | – | 451 | +100.0% | 0.04% | – |
| EWBC | New | EAST WEST BANCORP INC | $131,000 | – | 2,793 | +100.0% | 0.04% | – |
| G | New | GENPACT LIMITED | $133,000 | – | 3,479 | +100.0% | 0.04% | – |
| BRKS | New | BROOKS AUTOMATION INC | $129,000 | – | 3,342 | +100.0% | 0.04% | – |
| FAST | New | FASTENAL CO | $129,000 | – | 3,970 | +100.0% | 0.04% | – |
| MO | New | ALTRIA GROUP INC | $128,000 | – | 2,693 | +100.0% | 0.04% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $128,000 | – | 1,239 | +100.0% | 0.04% | – |
| HST | New | HOST HOTELS & RESORTS INC | $129,000 | – | 7,074 | +100.0% | 0.04% | – |
| MAA | New | MID AMER APT CMNTYS INC | $130,000 | – | 1,108 | +100.0% | 0.04% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $126,000 | – | 969 | +100.0% | 0.04% | – |
| RSG | New | REPUBLIC SVCS INC | $125,000 | – | 1,437 | +100.0% | 0.04% | – |
| SHOP | New | SHOPIFY INCcl a | $123,000 | – | 410 | +100.0% | 0.04% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $123,000 | – | 1,021 | +100.0% | 0.04% | – |
| AL | New | AIR LEASE CORPcl a | $123,000 | – | 2,985 | +100.0% | 0.04% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $122,000 | – | 1,388 | +100.0% | 0.04% | – |
| IXC | New | ISHARES TRglobal energ etf | $123,000 | – | 3,800 | +100.0% | 0.04% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $119,000 | – | 584 | +100.0% | 0.04% | – |
| UYG | New | PROSHARES TRultra fncls new | $121,000 | – | 2,691 | +100.0% | 0.04% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $121,000 | – | 374 | +100.0% | 0.04% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $118,000 | – | 682 | +100.0% | 0.04% | – |
| A | New | AGILENT TECHNOLOGIES INC | $117,000 | – | 1,564 | +100.0% | 0.04% | – |
| SYK | New | STRYKER CORP | $114,000 | – | 554 | +100.0% | 0.04% | – |
| AXDX | New | ACCELERATE DIAGNOSTICS INC | $114,000 | – | 5,000 | +100.0% | 0.04% | – |
| New | CREDIT SUISSE NASSAU BRHlg cp grth enh | $110,000 | – | 404 | +100.0% | 0.04% | – | |
| ASML | New | ASML HOLDING N V | $112,000 | – | 537 | +100.0% | 0.04% | – |
| CP | New | CANADIAN PAC RY LTD | $111,000 | – | 471 | +100.0% | 0.04% | – |
| CHD | New | CHURCH & DWIGHT INC | $110,000 | – | 1,501 | +100.0% | 0.04% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $112,000 | – | 860 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66 | $112,000 | – | 1,201 | +100.0% | 0.04% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $112,000 | – | 8,260 | +100.0% | 0.04% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $110,000 | – | 2,384 | +100.0% | 0.04% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $108,000 | – | 2,546 | +100.0% | 0.04% | – |
| EBAY | New | EBAY INC | $107,000 | – | 2,710 | +100.0% | 0.04% | – |
| ALL | New | ALLSTATE CORP | $108,000 | – | 1,057 | +100.0% | 0.04% | – |
| TFX | New | TELEFLEX INC | $109,000 | – | 328 | +100.0% | 0.04% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $107,000 | – | 127 | +100.0% | 0.04% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $105,000 | – | 601 | +100.0% | 0.04% | – |
| MSM | New | MSC INDL DIRECT INCcl a | $106,000 | – | 1,433 | +100.0% | 0.04% | – |
| EQIX | New | EQUINIX INC | $106,000 | – | 210 | +100.0% | 0.04% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $103,000 | – | 456 | +100.0% | 0.03% | – |
| RTN | New | RAYTHEON CO | $102,000 | – | 589 | +100.0% | 0.03% | – |
| HUM | New | HUMANA INC | $99,000 | – | 374 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TRUST | $99,000 | – | 746 | +100.0% | 0.03% | – |
| BKI | New | BLACK KNIGHT INC | $99,000 | – | 1,653 | +100.0% | 0.03% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $100,000 | – | 771 | +100.0% | 0.03% | – |
| HCSG | New | HEALTHCARE SVCS GRP INC | $100,000 | – | 3,296 | +100.0% | 0.03% | – |
| IXUS | New | ISHARES TRcore msci total | $96,000 | – | 1,634 | +100.0% | 0.03% | – |
| CRI | New | CARTERS INC | $97,000 | – | 995 | +100.0% | 0.03% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $95,000 | – | 673 | +100.0% | 0.03% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $96,000 | – | 3,929 | +100.0% | 0.03% | – |
| OKTA | New | OKTA INCcl a | $96,000 | – | 777 | +100.0% | 0.03% | – |
| EME | New | EMCOR GROUP INC | $97,000 | – | 1,102 | +100.0% | 0.03% | – |
| IEFA | New | ISHARES TRcore msci eafe | $97,000 | – | 1,573 | +100.0% | 0.03% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $93,000 | – | 1,560 | +100.0% | 0.03% | – |
| SEIC | New | SEI INVESTMENTS CO | $92,000 | – | 1,647 | +100.0% | 0.03% | – |
| PH | New | PARKER HANNIFIN CORP | $92,000 | – | 542 | +100.0% | 0.03% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $92,000 | – | 947 | +100.0% | 0.03% | – |
| PVH | New | PVH CORP | $94,000 | – | 989 | +100.0% | 0.03% | – |
| MAXR | New | MAXAR TECHNOLOGIES INC | $94,000 | – | 12,001 | +100.0% | 0.03% | – |
| UN | New | UNILEVER N V | $91,000 | – | 1,500 | +100.0% | 0.03% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $91,000 | – | 1,070 | +100.0% | 0.03% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $90,000 | – | 338 | +100.0% | 0.03% | – |
| MHK | New | MOHAWK INDS INC | $90,000 | – | 609 | +100.0% | 0.03% | – |
| BA | New | BOEING CO | $89,000 | – | 246 | +100.0% | 0.03% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $88,000 | – | 8,778 | +100.0% | 0.03% | – |
| HFC | New | HOLLYFRONTIER CORP | $87,000 | – | 1,878 | +100.0% | 0.03% | – |
| AGCO | New | AGCO CORP | $87,000 | – | 1,126 | +100.0% | 0.03% | – |
| CSGP | New | COSTAR GROUP INC | $88,000 | – | 159 | +100.0% | 0.03% | – |
| GE | New | GENERAL ELECTRIC CO | $84,000 | – | 7,956 | +100.0% | 0.03% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $84,000 | – | 1,561 | +100.0% | 0.03% | – |
| ENV | New | ENVESTNET INC | $83,000 | – | 1,215 | +100.0% | 0.03% | – |
| CAT | New | CATERPILLAR INC DEL | $83,000 | – | 606 | +100.0% | 0.03% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $80,000 | – | 586 | +100.0% | 0.03% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $80,000 | – | 357 | +100.0% | 0.03% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $77,000 | – | 1,805 | +100.0% | 0.03% | – |
| BAC | New | BANK AMER CORP | $79,000 | – | 2,731 | +100.0% | 0.03% | – |
| VOO | New | VANGUARD INDEX FDS | $77,000 | – | 287 | +100.0% | 0.03% | – |
| SITC | New | SITE CENTERS CORP | $76,000 | – | 5,757 | +100.0% | 0.02% | – |
| PXD | New | PIONEER NAT RES CO | $76,000 | – | 493 | +100.0% | 0.02% | – |
| DD | New | DUPONT DE NEMOURS INC | $75,000 | – | 1,000 | +100.0% | 0.02% | – |
| SPHD | New | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $74,000 | – | 1,750 | +100.0% | 0.02% | – |
| ALC | New | ALCON INC | $75,000 | – | 1,208 | +100.0% | 0.02% | – |
| RMD | New | RESMED INC | $71,000 | – | 581 | +100.0% | 0.02% | – |
| GDV | New | GABELLI DIVD & INCOME TR | $71,000 | – | 3,290 | +100.0% | 0.02% | – |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $73,000 | – | 1,375 | +100.0% | 0.02% | – |
| CPRT | New | COPART INC | $72,000 | – | 964 | +100.0% | 0.02% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $73,000 | – | 1,090 | +100.0% | 0.02% | – |
| AME | New | AMETEK INC NEW | $68,000 | – | 749 | +100.0% | 0.02% | – |
| SAP | New | SAP SEspon adr | $70,000 | – | 515 | +100.0% | 0.02% | – |
| NTG | New | TORTOISE MIDSTRM ENERGY FD I | $69,000 | – | 5,083 | +100.0% | 0.02% | – |
| GWR | New | GENESEE & WYO INCcl a | $68,000 | – | 676 | +100.0% | 0.02% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $70,000 | – | 987 | +100.0% | 0.02% | – |
| CG | New | CARLYLE GROUP L P | $69,000 | – | 3,061 | +100.0% | 0.02% | – |
| IGIB | New | ISHARES TRintrm tr crp etf | $68,000 | – | 1,200 | +100.0% | 0.02% | – |
| DVA | New | DAVITA INC | $68,000 | – | 1,200 | +100.0% | 0.02% | – |
| NEE | New | NEXTERA ENERGY INC | $66,000 | – | 324 | +100.0% | 0.02% | – |
| EMR | New | EMERSON ELEC CO | $65,000 | – | 972 | +100.0% | 0.02% | – |
| UNP | New | UNION PACIFIC CORP | $67,000 | – | 395 | +100.0% | 0.02% | – |
| POST | New | POST HLDGS INC | $66,000 | – | 630 | +100.0% | 0.02% | – |
| LLY | New | LILLY ELI & CO | $66,000 | – | 599 | +100.0% | 0.02% | – |
| AWI | New | ARMSTRONG WORLD INDS INC NEW | $65,000 | – | 669 | +100.0% | 0.02% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $62,000 | – | 1,539 | +100.0% | 0.02% | – |
| TRMB | New | TRIMBLE INC | $63,000 | – | 1,399 | +100.0% | 0.02% | – |
| ADES | New | ADVANCED EMISSIONS SOLUTS IN | $62,000 | – | 4,935 | +100.0% | 0.02% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $59,000 | – | 394 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $61,000 | – | 964 | +100.0% | 0.02% | – |
| ET | New | ENERGY TRANSFER LP | $61,000 | – | 4,356 | +100.0% | 0.02% | – |
| COST | New | COSTCO WHSL CORP NEW | $59,000 | – | 223 | +100.0% | 0.02% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $59,000 | – | 935 | +100.0% | 0.02% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $61,000 | – | 475 | +100.0% | 0.02% | – |
| STE | New | STERIS PLC | $60,000 | – | 401 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES INCcore msci emkt | $60,000 | – | 1,174 | +100.0% | 0.02% | – |
| ALB | New | ALBEMARLE CORP | $60,000 | – | 848 | +100.0% | 0.02% | – |
| AER | New | AERCAP HOLDINGS NV | $59,000 | – | 1,144 | +100.0% | 0.02% | – |
| DECK | New | DECKERS OUTDOOR CORP | $56,000 | – | 319 | +100.0% | 0.02% | – |
| LW | New | LAMB WESTON HLDGS INC | $58,000 | – | 923 | +100.0% | 0.02% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $58,000 | – | 573 | +100.0% | 0.02% | – |
| AXTA | New | AXALTA COATING SYS LTD | $58,000 | – | 1,938 | +100.0% | 0.02% | – |
| AEE | New | AMEREN CORP | $57,000 | – | 765 | +100.0% | 0.02% | – |
| QLYS | New | QUALYS INC | $58,000 | – | 661 | +100.0% | 0.02% | – |
| WAB | New | WABTEC CORP | $53,000 | – | 744 | +100.0% | 0.02% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $54,000 | – | 934 | +100.0% | 0.02% | – |
| NEU | New | NEWMARKET CORP | $54,000 | – | 133 | +100.0% | 0.02% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $55,000 | – | 278 | +100.0% | 0.02% | – |
| SLM | New | SLM CORP | $53,000 | – | 5,416 | +100.0% | 0.02% | – |
| FTSL | New | FIRST TR EXCHANGE TRADED FDsenior ln fd | $53,000 | – | 1,124 | +100.0% | 0.02% | – |
| WTM | New | WHITE MTNS INS GROUP LTD | $55,000 | – | 54 | +100.0% | 0.02% | – |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $54,000 | – | 1,230 | +100.0% | 0.02% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $52,000 | – | 530 | +100.0% | 0.02% | – |
| ATAX | New | AMERICA FIRST MULTIFAMILY INben unit ctf | $51,000 | – | 7,104 | +100.0% | 0.02% | – |
| CIT | New | CIT GROUP INC | $51,000 | – | 966 | +100.0% | 0.02% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $50,000 | – | 17,723 | +100.0% | 0.02% | – |
| NTR | New | NUTRIEN LTD | $51,000 | – | 952 | +100.0% | 0.02% | – |
| ORCL | New | ORACLE CORP | $51,000 | – | 896 | +100.0% | 0.02% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $50,000 | – | 141 | +100.0% | 0.02% | – |
| VLO | New | VALERO ENERGY CORP NEW | $51,000 | – | 591 | +100.0% | 0.02% | – |
| BBL | New | BHP GROUP PLCsponsored adr | $47,000 | – | 924 | +100.0% | 0.02% | – |
| FEN | New | FIRST TR ENERGY INCOME & GRW | $47,000 | – | 2,106 | +100.0% | 0.02% | – |
| VSM | New | VERSUM MATLS INC | $48,000 | – | 938 | +100.0% | 0.02% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $47,000 | – | 2,274 | +100.0% | 0.02% | – |
| CHI | New | CALAMOS CONV OPP AND INC FDsh ben int | $47,000 | – | 4,500 | +100.0% | 0.02% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $47,000 | – | 299 | +100.0% | 0.02% | – |
| ICLR | New | ICON PLC | $47,000 | – | 304 | +100.0% | 0.02% | – |
| AOK | New | ISHARES TRconser alloc etf | $49,000 | – | 1,394 | +100.0% | 0.02% | – |
| DOW | New | DOW INC | $49,000 | – | 1,000 | +100.0% | 0.02% | – |
| WRK | New | WESTROCK CO | $48,000 | – | 1,330 | +100.0% | 0.02% | – |
| RF | New | REGIONS FINL CORP NEW | $47,000 | – | 3,146 | +100.0% | 0.02% | – |
| SRCI | New | SRC ENERGY INC | $49,000 | – | 9,930 | +100.0% | 0.02% | – |
| IEX | New | IDEX CORP | $44,000 | – | 257 | +100.0% | 0.02% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $45,000 | – | 1,294 | +100.0% | 0.02% | – |
| STOR | New | STORE CAP CORP | $44,000 | – | 1,315 | +100.0% | 0.02% | – |
| KR | New | KROGER CO | $46,000 | – | 2,134 | +100.0% | 0.02% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $44,000 | – | 375 | +100.0% | 0.02% | – |
| PLOW | New | DOUGLAS DYNAMICS INC | $41,000 | – | 1,022 | +100.0% | 0.01% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $41,000 | – | 980 | +100.0% | 0.01% | – |
| ENTG | New | ENTEGRIS INC | $43,000 | – | 1,158 | +100.0% | 0.01% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $39,000 | – | 700 | +100.0% | 0.01% | – |
| SMFG | New | SUMITOMO MITSUI FINL GROUP Isponsored adr | $39,000 | – | 5,539 | +100.0% | 0.01% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $39,000 | – | 878 | +100.0% | 0.01% | – |
| Y | New | ALLEGHANY CORP DEL | $39,000 | – | 57 | +100.0% | 0.01% | – |
| APH | New | AMPHENOL CORP NEWcl a | $40,000 | – | 414 | +100.0% | 0.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $39,000 | – | 500 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC | $39,000 | – | 105 | +100.0% | 0.01% | – |
| ENR | New | ENERGIZER HLDGS INC NEW | $39,000 | – | 1,000 | +100.0% | 0.01% | – |
| SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $40,000 | – | 1,037 | +100.0% | 0.01% | – |
| UNF | New | UNIFIRST CORP MASS | $39,000 | – | 206 | +100.0% | 0.01% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $39,000 | – | 193 | +100.0% | 0.01% | – |
| DIS | New | DISNEY WALT CO | $39,000 | – | 280 | +100.0% | 0.01% | – |
| FR | New | FIRST INDUSTRIAL REALTY TRUS | $35,000 | – | 953 | +100.0% | 0.01% | – |
| CAH | New | CARDINAL HEALTH INC | $36,000 | – | 754 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $35,000 | – | 1,050 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $37,000 | – | 422 | +100.0% | 0.01% | – |
| MMM | New | 3M CO | $37,000 | – | 213 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC | $35,000 | – | 962 | +100.0% | 0.01% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $36,000 | – | 1,376 | +100.0% | 0.01% | – |
| ORAN | New | ORANGEsponsored adr | $35,000 | – | 2,211 | +100.0% | 0.01% | – |
| PFF | New | ISHARES TRpfd and incm sec | $37,000 | – | 1,015 | +100.0% | 0.01% | – |
| KMI | New | KINDER MORGAN INC DEL | $32,000 | – | 1,546 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $32,000 | – | 411 | +100.0% | 0.01% | – |
| CSL | New | CARLISLE COS INC | $32,000 | – | 228 | +100.0% | 0.01% | – |
| ST | New | SENSATA TECHNOLOGIES HLDNG P | $34,000 | – | 690 | +100.0% | 0.01% | – |
| RGR | New | STURM RUGER & CO INC | $32,000 | – | 588 | +100.0% | 0.01% | – |
| UAPR | New | INNOVATOR ETFS TRs&p 500 ultra | $34,000 | – | 1,341 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $33,000 | – | 71 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY CLARK CORP | $33,000 | – | 247 | +100.0% | 0.01% | – |
| TTAC | New | TRIMTABS ETF TRall cap us free | $34,000 | – | 927 | +100.0% | 0.01% | – |
| FMB | New | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $29,000 | – | 528 | +100.0% | 0.01% | – |
| HAS | New | HASBRO INC | $30,000 | – | 286 | +100.0% | 0.01% | – |
| QUAL | New | ISHARES TRusa quality fctr | $31,000 | – | 340 | +100.0% | 0.01% | – |
| AHT | New | ASHFORD HOSPITALITY TR INC | $31,000 | – | 10,361 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $30,000 | – | 1,000 | +100.0% | 0.01% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $30,000 | – | 155 | +100.0% | 0.01% | – |
| PAG | New | PENSKE AUTOMOTIVE GRP INC | $31,000 | – | 650 | +100.0% | 0.01% | – |
| DIG | New | PROSHARES TR | $29,000 | – | 1,030 | +100.0% | 0.01% | – |
| FDVV | New | FIDELITYhigh divid etf | $31,000 | – | 1,029 | +100.0% | 0.01% | – |
| SYY | New | SYSCO CORP | $28,000 | – | 400 | +100.0% | 0.01% | – |
| MTN | New | VAIL RESORTS INC | $28,000 | – | 123 | +100.0% | 0.01% | – |
| MBI | New | MBIA INC | $26,000 | – | 2,769 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $28,000 | – | 169 | +100.0% | 0.01% | – |
| BIDU | New | BAIDU INCspon adr rep a | $24,000 | – | 206 | +100.0% | 0.01% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $25,000 | – | 517 | +100.0% | 0.01% | – |
| WELL | New | WELLTOWER INC | $23,000 | – | 287 | +100.0% | 0.01% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $25,000 | – | 438 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $25,000 | – | 478 | +100.0% | 0.01% | – |
| PRGO | New | PERRIGO CO PLC | $25,000 | – | 532 | +100.0% | 0.01% | – |
| NGVT | New | INGEVITY CORP | $23,000 | – | 218 | +100.0% | 0.01% | – |
| PFG | New | PRINCIPAL FINL GROUP INC | $25,000 | – | 424 | +100.0% | 0.01% | – |
| OUSM | New | OSI ETF TRoshares ftse | $23,000 | – | 845 | +100.0% | 0.01% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $24,000 | – | 600 | +100.0% | 0.01% | – |
| JPMF | New | JP MORGAN EXCHANGE TRADED FDmanaged future | $21,000 | – | 800 | +100.0% | 0.01% | – |
| SLVP | New | ISHARES INCglb silv min etf | $22,000 | – | 2,386 | +100.0% | 0.01% | – |
| IBB | New | ISHARES TRnasdaq biotech | $20,000 | – | 188 | +100.0% | 0.01% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $21,000 | – | 1,200 | +100.0% | 0.01% | – |
| OGE | New | OGE ENERGY CORP | $22,000 | – | 506 | +100.0% | 0.01% | – |
| ENSV | New | ENSERVCO CORP | $20,000 | – | 54,000 | +100.0% | 0.01% | – |
| SPB | New | SPECTRUM BRANDS HLDGS INC NE | $21,000 | – | 398 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC | $21,000 | – | 340 | +100.0% | 0.01% | – |
| EXPO | New | EXPONENT INC | $20,000 | – | 336 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO | $22,000 | – | 704 | +100.0% | 0.01% | – |
| IHF | New | ISHARES TRus hlthcr pr etf | $21,000 | – | 120 | +100.0% | 0.01% | – |
| DRRX | New | DURECT CORP | $20,000 | – | 30,230 | +100.0% | 0.01% | – |
| DVY | New | ISHARES TRselect divid etf | $20,000 | – | 200 | +100.0% | 0.01% | – |
| PHB | New | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $18,000 | – | 955 | +100.0% | 0.01% | – |
| AIMT | New | AIMMUNE THERAPEUTICS INC | $17,000 | – | 800 | +100.0% | 0.01% | – |
| AOA | New | ISHARES TRaggres alloc etf | $19,000 | – | 345 | +100.0% | 0.01% | – |
| EFG | New | ISHARES TReafe grwth etf | $19,000 | – | 231 | +100.0% | 0.01% | – |
| JXI | New | ISHARES TRglob utilits etf | $17,000 | – | 320 | +100.0% | 0.01% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $17,000 | – | 190 | +100.0% | 0.01% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $19,000 | – | 171 | +100.0% | 0.01% | – |
| EWH | New | ISHARES INCmsci hong kg etf | $18,000 | – | 692 | +100.0% | 0.01% | – |
| SLB | New | SCHLUMBERGER LTD | $18,000 | – | 463 | +100.0% | 0.01% | – |
| TDOC | New | TELADOC HEALTH INC | $18,000 | – | 277 | +100.0% | 0.01% | – |
| UNM | New | UNUM GROUP | $17,000 | – | 500 | +100.0% | 0.01% | – |
| VFC | New | V F CORP | $17,000 | – | 196 | +100.0% | 0.01% | – |
| CERN | New | CERNER CORP | $17,000 | – | 226 | +100.0% | 0.01% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $17,000 | – | 241 | +100.0% | 0.01% | – |
| SAM | New | BOSTON BEER INCcl a | $19,000 | – | 50 | +100.0% | 0.01% | – |
| WTR | New | AQUA AMERICA INC | $18,000 | – | 441 | +100.0% | 0.01% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $19,000 | – | 113 | +100.0% | 0.01% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $15,000 | – | 111 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE COM INC | $15,000 | – | 100 | +100.0% | 0.01% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $14,000 | – | 435 | +100.0% | 0.01% | – |
| LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $16,000 | – | 300 | +100.0% | 0.01% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $15,000 | – | 574 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP | $14,000 | – | 494 | +100.0% | 0.01% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $16,000 | – | 180 | +100.0% | 0.01% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $16,000 | – | 401 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $14,000 | – | 1,375 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $16,000 | – | 382 | +100.0% | 0.01% | – |
| EXI | New | ISHARES TRglob indstrl etf | $16,000 | – | 175 | +100.0% | 0.01% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $16,000 | – | 133 | +100.0% | 0.01% | – |
| CDK | New | CDK GLOBAL INC | $15,000 | – | 296 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $14,000 | – | 176 | +100.0% | 0.01% | – |
| PPG | New | PPG INDS INC | $16,000 | – | 134 | +100.0% | 0.01% | – |
| OKE | New | ONEOK INC NEW | $16,000 | – | 235 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $15,000 | – | 303 | +100.0% | 0.01% | – |
| ACB | New | AURORA CANNABIS INC | $11,000 | – | 1,374 | +100.0% | 0.00% | – |
| GCAP | New | GAIN CAP HLDGS INC | $12,000 | – | 3,000 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC DEL | $11,000 | – | 92 | +100.0% | 0.00% | – |
| IEZ | New | ISHARES TRus oil eq&sv etf | $13,000 | – | 600 | +100.0% | 0.00% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $11,000 | – | 224 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $13,000 | – | 435 | +100.0% | 0.00% | – |
| DBLV | New | ADVISORSHARES TRdoublelin val eq | $11,000 | – | 157 | +100.0% | 0.00% | – |
| IAT | New | ISHARES TRus regnl bks etf | $11,000 | – | 250 | +100.0% | 0.00% | – |
| THG | New | HANOVER INS GROUP INC | $12,000 | – | 91 | +100.0% | 0.00% | – |
| TDS | New | TELEPHONE & DATA SYS INC | $11,000 | – | 352 | +100.0% | 0.00% | – |
| EIX | New | EDISON INTL | $13,000 | – | 194 | +100.0% | 0.00% | – |
| RDIV | New | INVESCO EXCHNG TRADED FD TRs&p ultra divide | $11,000 | – | 292 | +100.0% | 0.00% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $11,000 | – | 169 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $13,000 | – | 320 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $11,000 | – | 55 | +100.0% | 0.00% | – |
| UBS | New | UBS GROUP AG | $13,000 | – | 1,057 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $11,000 | – | 228 | +100.0% | 0.00% | – |
| XEC | New | CIMAREX ENERGY CO | $12,000 | – | 203 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA BRANDS INC | $13,000 | – | 500 | +100.0% | 0.00% | – |
| New | MICRO FOCUS INTERNATIONAL PLspon adr new | $11,000 | – | 425 | +100.0% | 0.00% | – | |
| JELD | New | JELD-WEN HLDG INC | $13,000 | – | 602 | +100.0% | 0.00% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $10,000 | – | 159 | +100.0% | 0.00% | – |
| BMO | New | BANK MONTREAL QUE | $9,000 | – | 119 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $8,000 | – | 399 | +100.0% | 0.00% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $8,000 | – | 46 | +100.0% | 0.00% | – |
| ARTNA | New | ARTESIAN RESOURCES CORPcl a | $9,000 | – | 246 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INC | $9,000 | – | 40 | +100.0% | 0.00% | – |
| AGN | New | ALLERGAN PLC | $8,000 | – | 47 | +100.0% | 0.00% | – |
| EV | New | EATON VANCE CORP | $10,000 | – | 229 | +100.0% | 0.00% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $8,000 | – | 64 | +100.0% | 0.00% | – |
| NSP | New | INSPERITY INC | $8,000 | – | 63 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INC | $8,000 | – | 219 | +100.0% | 0.00% | – |
| CWT | New | CALIFORNIA WTR SVC GROUP | $10,000 | – | 197 | +100.0% | 0.00% | – |
| SKX | New | SKECHERS U S A INCcl a | $8,000 | – | 255 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC | $10,000 | – | 116 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $9,000 | – | 84 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $8,000 | – | 92 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $9,000 | – | 108 | +100.0% | 0.00% | – |
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $8,000 | – | 300 | +100.0% | 0.00% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $8,000 | – | 61 | +100.0% | 0.00% | – |
| IWC | New | ISHARES TRmicro-cap etf | $8,000 | – | 84 | +100.0% | 0.00% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $8,000 | – | 54 | +100.0% | 0.00% | – |
| GIS | New | GENERAL MLS INC | $7,000 | – | 137 | +100.0% | 0.00% | – |
| FISV | New | FISERV INC | $5,000 | – | 59 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $6,000 | – | 396 | +100.0% | 0.00% | – |
| RMAX | New | RE MAX HLDGS INCcl a | $5,000 | – | 170 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $5,000 | – | 51 | +100.0% | 0.00% | – |
| SRTS | New | SENSUS HEATLHCARE INC | $5,000 | – | 841 | +100.0% | 0.00% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $6,000 | – | 102 | +100.0% | 0.00% | – |
| PJUL | New | INNOVATOR ETFS TRs&p 500 pwr | $6,000 | – | 220 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $7,000 | – | 277 | +100.0% | 0.00% | – |
| DLTH | New | DULUTH HLDGS INC | $7,000 | – | 500 | +100.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC | $5,000 | – | 62 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $7,000 | – | 60 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $6,000 | – | 100 | +100.0% | 0.00% | – |
| MLPI | New | UBS AG JERSEY BRHalerian infrst | $6,000 | – | 255 | +100.0% | 0.00% | – |
| UAL | New | UNITED CONTL HLDGS INC | $7,000 | – | 80 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $6,000 | – | 28 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $5,000 | – | 21 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $6,000 | – | 114 | +100.0% | 0.00% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $5,000 | – | 104 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $7,000 | – | 150 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $7,000 | – | 38 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP | $6,000 | – | 50 | +100.0% | 0.00% | – |
| L100PS | New | ARCONIC INC | $7,000 | – | 279 | +100.0% | 0.00% | – |
| WU | New | WESTERN UN CO | $7,000 | – | 349 | +100.0% | 0.00% | – |
| NLY | New | ANNALY CAP MGMT INC | $6,000 | – | 643 | +100.0% | 0.00% | – |
| AMKR | New | AMKOR TECHNOLOGY INC | $6,000 | – | 800 | +100.0% | 0.00% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $6,000 | – | 324 | +100.0% | 0.00% | – |
| ALE | New | ALLETE INC | $7,000 | – | 79 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $6,000 | – | 29 | +100.0% | 0.00% | – |
| LSI | New | LIFE STORAGE INC | $6,000 | – | 63 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $7,000 | – | 140 | +100.0% | 0.00% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $6,000 | – | 213 | +100.0% | 0.00% | – |
| SPIB | New | SPDR SERIES TRUSTportfolio intrmd | $5,000 | – | 129 | +100.0% | 0.00% | – |
| IP | New | INTL PAPER CO | $3,000 | – | 75 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $2,000 | – | 32 | +100.0% | 0.00% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $3,000 | – | 35 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| PUK | New | PRUDENTIAL PLCadr | $2,000 | – | 47 | +100.0% | 0.00% | – |
| WPG | New | WASHINGTON PRIME GROUP NEW | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $4,000 | – | 100 | +100.0% | 0.00% | – |
| FEP | New | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $2,000 | – | 43 | +100.0% | 0.00% | – |
| WBT | New | WELBILT INC | $3,000 | – | 198 | +100.0% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $3,000 | – | 49 | +100.0% | 0.00% | – |
| R | New | RYDER SYS INC | $3,000 | – | 56 | +100.0% | 0.00% | – |
| FTSM | New | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $4,000 | – | 68 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $4,000 | – | 29 | +100.0% | 0.00% | – |
| FLRN | New | SPDR SERIES TRUSTblomberg brc inv | $4,000 | – | 140 | +100.0% | 0.00% | – |
| ARLP | New | ALLIANCE RES PARTNER L Put ltd part | $3,000 | – | 150 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC | $4,000 | – | 64 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $2,000 | – | 100 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA CORP | $3,000 | – | 21 | +100.0% | 0.00% | – |
| CTXS | New | CITRIX SYS INC | $4,000 | – | 37 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $2,000 | – | 75 | +100.0% | 0.00% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $3,000 | – | 65 | +100.0% | 0.00% | – |
| UAA | New | UNDER ARMOUR INCcl a | $2,000 | – | 75 | +100.0% | 0.00% | – |
| VIOG | New | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $4,000 | – | 24 | +100.0% | 0.00% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $3,000 | – | 1,500 | +100.0% | 0.00% | – |
| DGRO | New | ISHARES TRcore div grwth | $2,000 | – | 57 | +100.0% | 0.00% | – |
| CELG | New | CELGENE CORP | $2,000 | – | 24 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $3,000 | – | 93 | +100.0% | 0.00% | – |
| ETHO | New | ETF MANAGERS TRetho climate lea | $3,000 | – | 66 | +100.0% | 0.00% | – |
| SUM | New | SUMMIT MATLS INCcl a | $2,000 | – | 100 | +100.0% | 0.00% | – |
| IONS | New | IONIS PHARMACEUTICALS INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
| BOX | New | BOX INCcl a | $2,000 | – | 100 | +100.0% | 0.00% | – |
| BNFT | New | BENEFITFOCUS INC | $2,000 | – | 58 | +100.0% | 0.00% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $3,000 | – | 44 | +100.0% | 0.00% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $3,000 | – | 73 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $3,000 | – | 23 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $4,000 | – | 102 | +100.0% | 0.00% | – |
| SO | New | SOUTHERN CO | $4,000 | – | 68 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | – | 218 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW | $1,000 | – | 27 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $1,000 | – | 34 | +100.0% | 0.00% | – |
| ALK | New | ALASKA AIR GROUP INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| RYAAY | New | RYANAIR HLDGS PLCsponsored ads | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NWL | New | NEWELL BRANDS INC | $1,000 | – | 33 | +100.0% | 0.00% | – |
| DNOW | New | NOW INC | $1,000 | – | 51 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $1,000 | – | 60 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| BIIB | New | BIOGEN INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP | $1,000 | – | 22 | +100.0% | 0.00% | – |
| MTW | New | MANITOWOC CO INC | $1,000 | – | 49 | +100.0% | 0.00% | – |
| AA | New | ALCOA CORP | $1,000 | – | 33 | +100.0% | 0.00% | – |
| WVVI | New | WILLAMETTE VY VINEYARD INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| JHG | New | JANUS HENDERSON GROUP PLC | $1,000 | – | 47 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC | $1,000 | – | 105 | +100.0% | 0.00% | – |
| WPX | New | WPX ENERGY INC | $1,000 | – | 93 | +100.0% | 0.00% | – |
| FOXA | New | FOX CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
| AVNS | New | AVANOS MED INC | $1,000 | – | 26 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| QRTEA | New | QURATE RETAIL INC | $1,000 | – | 101 | +100.0% | 0.00% | – |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $1,000 | – | 17 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS MID CAP ETF | 26 | Q3 2023 | 11.6% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 26 | Q3 2023 | 11.4% |
| VANGUARD INDEX FDS VALUE ETF | 26 | Q3 2023 | 8.1% |
| ISHARES TR TIPS BD ETF | 26 | Q3 2023 | 8.9% |
| VANGUARD INDEX FDS GROWTH ETF | 26 | Q3 2023 | 6.6% |
| ISHARES TR CORE US AGGBD ET | 26 | Q3 2023 | 18.2% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 26 | Q3 2023 | 4.7% |
| ISHARES TR RUS 1000 GRW ETF | 26 | Q3 2023 | 6.2% |
| FIRST TR EXCHANGE TRADED FD NO AMER ENERGY | 26 | Q3 2023 | 4.6% |
| VANGUARD SPECIALIZED PORTFOL DIV APP ETF | 26 | Q3 2023 | 3.6% |
View SRS Capital Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-24 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-22 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-05 |
View SRS Capital Advisors, 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.