$557 Million is the total value of Capital Advisors, Ltd. LLC's 484 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $48,818,000 | +8.8% | 114,045 | +0.7% | 8.76% | +6.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $40,605,000 | +11.9% | 149,567 | +0.1% | 7.29% | +9.4% |
| BALY | Sell | BALLYS CORPORATION | $27,584,000 | -52.5% | 509,776 | -42.9% | 4.95% | -53.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $24,559,000 | +6.3% | 158,660 | +1.1% | 4.41% | +4.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $23,230,000 | +4.7% | 315,577 | -1.5% | 4.17% | +2.4% |
| SDY | Buy | SPDR SER TR S&P DIVID ETFs&p divid etf | $19,416,000 | +10.1% | 158,779 | +6.3% | 3.48% | +7.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $19,174,000 | +6.2% | 120,877 | +1.5% | 3.44% | +3.9% |
| IJK | Sell | ISHARES TRs&p mc 400 gr etf | $19,019,000 | +2.8% | 235,011 | -0.4% | 3.41% | +0.6% |
| SPLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p intl low | $15,022,000 | +3.6% | 246,630 | -1.1% | 2.70% | +1.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $14,417,000 | +14.6% | 64,702 | +6.3% | 2.59% | +12.1% |
| IJJ | Buy | ISHARES TRs&p mc 400 vl etf | $13,126,000 | +3.6% | 124,609 | +0.3% | 2.36% | +1.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $11,004,000 | +10.7% | 73,007 | +4.1% | 1.98% | +8.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $10,939,000 | +12.3% | 82,331 | +2.9% | 1.96% | +9.8% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $10,641,000 | +1.9% | 80,233 | -1.5% | 1.91% | -0.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $10,228,000 | +17.7% | 140,632 | +5.4% | 1.84% | +15.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $9,070,000 | +15.7% | 180,094 | +10.9% | 1.63% | +13.2% |
| GSLC | Buy | GOLDMAN SACHS ETF TRequity etf | $8,759,000 | +12.8% | 101,819 | +3.7% | 1.57% | +10.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $8,693,000 | +12.3% | 30,309 | +0.6% | 1.56% | +9.8% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $8,487,000 | +4.2% | 80,499 | -0.5% | 1.52% | +1.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $7,271,000 | +13.4% | 20,516 | +2.1% | 1.30% | +11.0% |
| VV | VANGUARD INDEX FDSlarge cap etf | $6,374,000 | +8.3% | 31,752 | 0.0% | 1.14% | +5.9% | |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $5,002,000 | -0.0% | 99,079 | -0.0% | 0.90% | -2.2% |
| OEF | ISHARES TRs&p 100 etf | $4,811,000 | +9.1% | 24,521 | 0.0% | 0.86% | +6.7% | |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $4,672,000 | -5.7% | 61,847 | -8.8% | 0.84% | -7.8% |
| VIGI | Sell | VANGUARD WHITEHALL FDS INCintl dvd etf | $4,407,000 | +4.3% | 50,383 | -1.3% | 0.79% | +1.9% |
| REGL | Buy | PROSHARES TRmdcp 400 divid | $4,139,000 | +14.8% | 58,011 | +12.1% | 0.74% | +12.2% |
| AAPL | Buy | APPLE INC | $4,070,000 | +17.7% | 29,716 | +5.0% | 0.73% | +15.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $4,018,000 | +4.0% | 50,940 | +0.0% | 0.72% | +1.7% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $4,003,000 | +1.1% | 193,754 | -0.9% | 0.72% | -1.2% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $3,968,000 | +4.3% | 38,980 | -5.9% | 0.71% | +2.0% |
| IOO | Buy | ISHARES TRglobal 100 etf | $3,920,000 | +7.7% | 55,222 | +0.1% | 0.70% | +5.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $3,787,000 | -4.5% | 32,836 | -5.7% | 0.68% | -6.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,535,000 | +9.6% | 34,668 | +9.6% | 0.63% | +7.1% |
| MSFT | Sell | MICROSOFT CORP | $3,390,000 | +14.4% | 12,513 | -0.5% | 0.61% | +11.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $3,375,000 | +9.5% | 62,646 | -0.3% | 0.61% | +7.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $3,350,000 | -3.4% | 34,703 | -5.1% | 0.60% | -5.7% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $3,316,000 | +10.2% | 63,967 | +4.4% | 0.60% | +7.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $3,113,000 | +6.2% | 31,521 | -1.5% | 0.56% | +3.9% |
| TOTL | Sell | SSGA ACTIVE ETFspdr tr tactic | $2,895,000 | -8.8% | 59,800 | -10.1% | 0.52% | -11.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $2,880,000 | +4.0% | 28,120 | -0.1% | 0.52% | +1.8% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $2,762,000 | +2.7% | 13,474 | +5.2% | 0.50% | +0.4% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idx vip | $2,759,000 | +10.7% | 11,675 | +0.5% | 0.50% | +8.3% |
| IYT | Sell | ISHARES TRtrans avg etf | $2,740,000 | -0.7% | 10,539 | -1.6% | 0.49% | -2.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,661,000 | +7.8% | 19,358 | +3.1% | 0.48% | +5.3% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $2,579,000 | +6.7% | 70,299 | -1.0% | 0.46% | +4.3% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $2,580,000 | +6.5% | 73,865 | +0.7% | 0.46% | +4.0% |
| ITA | Buy | ISHARES TRu.s. aer def etf | $2,176,000 | +6.2% | 19,869 | +1.0% | 0.39% | +3.7% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,072,000 | +1.1% | 32,692 | -3.2% | 0.37% | -1.1% |
| DIA | SPDR DOW JONES INDL AVERAGE ETFut ser 1 | $1,973,000 | +4.5% | 5,719 | 0.0% | 0.35% | +2.3% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,882,000 | +4.8% | 25,144 | +0.9% | 0.34% | +2.4% |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $1,855,000 | +10.6% | 24,243 | +11.4% | 0.33% | +8.1% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $1,826,000 | +2.9% | 22,189 | -1.4% | 0.33% | +0.6% |
| EQAL | Buy | INVESCO EXCHANGE-TRADED FD Ts&p 500 hb etf | $1,819,000 | +10.0% | 39,818 | +3.4% | 0.33% | +7.2% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $1,801,000 | +9.8% | 23,736 | -1.3% | 0.32% | +7.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,792,000 | +5.0% | 15,859 | +0.9% | 0.32% | +2.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,752,000 | +11.2% | 44,404 | +6.1% | 0.31% | +8.7% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,711,000 | +2.3% | 9,582 | -3.7% | 0.31% | 0.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,619,000 | +10.2% | 6,026 | +6.8% | 0.29% | +7.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,582,000 | +14.1% | 35,687 | +1.7% | 0.28% | +11.8% |
| JPM | Buy | JP MORGAN CHASE & CO | $1,495,000 | +10.8% | 9,613 | +8.4% | 0.27% | +8.1% |
| IGF | Sell | ISHARES TRglbl infrastr etf | $1,485,000 | -0.7% | 32,714 | -1.4% | 0.27% | -2.9% |
| NOC | NORTHROP GRUMMAN CORP | $1,425,000 | +12.3% | 3,922 | 0.0% | 0.26% | +9.9% | |
| VNLA | Buy | JOHN HANCOCK EXCHANGE TRADEDhendrsn shrt etf | $1,420,000 | +13.1% | 28,266 | +13.0% | 0.26% | +10.9% |
| JETS | ETF SER SOLUTIONSus glb jets | $1,361,000 | -10.2% | 56,303 | 0.0% | 0.24% | -12.2% | |
| ILCG | Buy | ISHARES TRmorningstar grwt | $1,334,000 | +12.2% | 20,605 | +400.0% | 0.24% | +9.6% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $1,231,000 | -1.3% | 19,473 | 0.0% | 0.22% | -3.5% | |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,197,000 | +5.6% | 28,532 | +1.8% | 0.22% | +3.4% |
| AMZN | Buy | AMAZON INC | $1,125,000 | +60.3% | 327 | +44.1% | 0.20% | +56.6% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $1,078,000 | +2.0% | 24,444 | -4.5% | 0.19% | -0.5% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,061,000 | +5.2% | 26,975 | +2.6% | 0.19% | +2.7% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $1,061,000 | +4.1% | 7,552 | 0.0% | 0.19% | +1.6% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cp etf | $971,000 | +14.4% | 9,337 | +5.7% | 0.17% | +11.5% |
| OUSA | Buy | OSI ETF TRoshares us qualt | $971,000 | +25.8% | 23,112 | +19.5% | 0.17% | +22.5% |
| IVV | Sell | ISHARES TRcore s&p 500 etf | $967,000 | -9.8% | 2,249 | -54.9% | 0.17% | -11.7% |
| QEFA | SPDR INDEX SHS FDSmsci eafe strtgc | $964,000 | +4.9% | 12,752 | 0.0% | 0.17% | +2.4% | |
| DVY | Buy | ISHARES TRselect divid etf | $950,000 | +16.9% | 8,145 | +14.3% | 0.17% | +14.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $942,000 | +4.1% | 14,062 | +0.0% | 0.17% | +1.8% |
| LEAD | Sell | SIREN ETF TRdivcn ldrs etf | $934,000 | +2.9% | 17,412 | -4.7% | 0.17% | +0.6% |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $914,000 | -5.2% | 12,168 | -8.2% | 0.16% | -7.3% |
| LDUR | Sell | PIMCO ETF TRlow durtn ac etf | $910,000 | -1.6% | 8,946 | -1.4% | 0.16% | -4.1% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $855,000 | -2.2% | 13,921 | -2.0% | 0.15% | -4.4% |
| IXN | ISHARES TRglobaltech etf | $843,000 | +9.6% | 2,498 | 0.0% | 0.15% | +7.1% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $830,000 | +3.5% | 25,232 | +0.0% | 0.15% | +1.4% |
| SPHB | Buy | INVESCO EXCHANGE TRADED FD TRs&p500 hdl vol | $818,000 | +17.2% | 10,824 | +7.8% | 0.15% | +14.8% |
| IGRO | Buy | ISHARES TRintl div grwth | $805,000 | +4.0% | 11,944 | +0.1% | 0.14% | +1.4% |
| VEA | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $796,000 | +4.9% | 15,455 | 0.0% | 0.14% | +2.9% | |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $793,000 | +8.0% | 16,310 | -1.5% | 0.14% | +5.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $702,000 | +13.0% | 3,117 | +7.5% | 0.13% | +10.5% |
| ICF | Sell | ISHARES TRcohen &steers reit | $689,000 | -1.7% | 10,543 | -13.0% | 0.12% | -3.9% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $692,000 | +17.1% | 4,687 | +12.0% | 0.12% | +14.8% |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $691,000 | +1.3% | 7,657 | -5.4% | 0.12% | -0.8% |
| IYR | ISHARES U S ETF TRu.s. real es etf | $671,000 | +10.9% | 6,586 | 0.0% | 0.12% | +8.1% | |
| FB | Buy | FACEBOOK INCcl a | $664,000 | +90.3% | 1,911 | +61.1% | 0.12% | +85.9% |
| IDV | Buy | ISHARES TRintl sel div etf | $644,000 | +20.1% | 19,880 | +16.7% | 0.12% | +18.4% |
| DHS | WISDOMTREE TRus high dividend | $647,000 | +2.5% | 8,266 | 0.0% | 0.12% | 0.0% | |
| IWB | Buy | ISHARES TRrus 1000 etf | $609,000 | +8.9% | 2,514 | +0.6% | 0.11% | +5.8% |
| VFQY | Buy | VANGUARD WELLINGTON FDus quality | $608,000 | +19.2% | 5,117 | +12.6% | 0.11% | +16.0% |
| INTF | Buy | ISHARES TRintl multifctr | $603,000 | +5.6% | 20,076 | +1.0% | 0.11% | +2.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $583,000 | +57.6% | 2,099 | +44.9% | 0.10% | +54.4% |
| PUI | Sell | INVESCO EXCHANGE TRADED FD Tdwa utils mumt | $580,000 | -5.2% | 17,426 | -5.5% | 0.10% | -7.1% |
| AMGN | Buy | AMGEN INC | $575,000 | +49.0% | 2,357 | +51.8% | 0.10% | +45.1% |
| MUB | Buy | ISHARES TRnatl amt free bd | $561,000 | +1.1% | 4,783 | +0.1% | 0.10% | -1.0% |
| ORCL | Buy | ORACLE CORP | $558,000 | +81.2% | 7,165 | +63.2% | 0.10% | +75.4% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $551,000 | -8.0% | 20,947 | -9.6% | 0.10% | -10.0% |
| DGRE | Buy | WISDOMTREE TRem mkts qtly div | $552,000 | +0.9% | 18,399 | +0.0% | 0.10% | -1.0% |
| ARKK | Buy | ARK ETF TRinnovation etf | $544,000 | +39.5% | 4,163 | +28.0% | 0.10% | +36.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $548,000 | +671.8% | 13,688 | +6744.0% | 0.10% | +653.8% |
| SHM | SPDR SER TRnuveen blmbrg sr | $539,000 | 0.0% | 10,880 | 0.0% | 0.10% | -2.0% | |
| UTF | Buy | COHEN & STEERS INFRASTRUCTURE | $534,000 | +23.6% | 18,604 | +20.2% | 0.10% | +21.5% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $529,000 | +30.6% | 5,711 | +151.6% | 0.10% | +28.4% |
| EEM | Buy | ISHARES TRmsci emg mkts etf | $526,000 | +3.3% | 9,546 | +0.1% | 0.09% | +1.1% |
| GLD | SPDR GOLD TR | $513,000 | +3.4% | 3,099 | 0.0% | 0.09% | +1.1% | |
| IXUS | ISHARES TRcore msci total | $503,000 | +4.4% | 6,860 | 0.0% | 0.09% | +2.3% | |
| DIM | WISDOMTREE TRintl midcap dv | $497,000 | +1.0% | 7,329 | 0.0% | 0.09% | -1.1% | |
| JHMD | JOHN HANCOCK EXCHANGE ETF TRUSTmulti intl etf | $490,000 | +4.0% | 14,520 | 0.0% | 0.09% | +2.3% | |
| SMDV | PROSHARES TRruss 2000 divd | $489,000 | -2.6% | 7,679 | 0.0% | 0.09% | -4.3% | |
| HEFA | Buy | ISHARES TRhdg msci eafe | $472,000 | +34.1% | 13,637 | +48.7% | 0.08% | +30.8% |
| PEP | PEPSICO INC | $458,000 | +4.8% | 3,091 | 0.0% | 0.08% | +2.5% | |
| MXIM | Buy | MAXIM INTEGRATED PRODS INC | $451,000 | +143.8% | 4,278 | +110.9% | 0.08% | +138.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $449,000 | +81.0% | 6,424 | +77.1% | 0.08% | +76.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $444,000 | +63.8% | 2,693 | +63.5% | 0.08% | +60.0% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $446,000 | +105.5% | 7,782 | +93.2% | 0.08% | +100.0% |
| IWO | ISHARES TRrus 2000 grw etf | $436,000 | +3.8% | 1,398 | 0.0% | 0.08% | +1.3% | |
| IQLT | ISHARES TRmsci intl qualty | $424,000 | +5.7% | 10,999 | 0.0% | 0.08% | +2.7% | |
| BDX | Buy | BECTON DICKINSON & CO | $419,000 | +91.3% | 1,724 | +91.8% | 0.08% | +87.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $419,000 | +8.5% | 1 | 0.0% | 0.08% | +5.6% | |
| PFE | PFIZER INC | $410,000 | +7.9% | 10,478 | 0.0% | 0.07% | +5.7% | |
| QCOM | QUALCOMM INC | $409,000 | +7.9% | 2,860 | 0.0% | 0.07% | +4.3% | |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $406,000 | +8.0% | 3,870 | +4.2% | 0.07% | +5.8% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $394,000 | +7.9% | 3,779 | 0.0% | 0.07% | +6.0% | |
| EWMC | Buy | INVESCO EXCHANGE TRADED FD Ts&p midcp400 eq | $395,000 | +38.6% | 4,300 | +34.4% | 0.07% | +36.5% |
| OUSM | Buy | OSI ETF TRoshares us smlcp | $394,000 | +2.9% | 11,229 | +0.0% | 0.07% | +1.4% |
| HD | Buy | HOME DEPOT INC | $387,000 | +107.0% | 1,213 | +97.9% | 0.07% | +102.9% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&p dcrp | $383,000 | +3.2% | 780 | 0.0% | 0.07% | +1.5% | |
| TPYP | Sell | MANAGED PORTFOLIO SERtortoise nram pi | $384,000 | -36.1% | 16,544 | -44.2% | 0.07% | -37.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $378,000 | +13.2% | 3,816 | +1.2% | 0.07% | +11.5% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $378,000 | +125.0% | 4,595 | +125.2% | 0.07% | +119.4% |
| CSCO | CISCO SYSTEMS INC | $366,000 | +2.5% | 6,904 | 0.0% | 0.07% | 0.0% | |
| IWP | ISHARES TRrus mid cap gr etf | $360,000 | +10.8% | 3,180 | 0.0% | 0.06% | +8.3% | |
| LRGF | Buy | ISHARES TRmsci usa multift | $357,000 | +5.6% | 8,330 | +0.0% | 0.06% | +3.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $359,000 | +15.1% | 1,511 | +7.2% | 0.06% | +12.3% |
| MTUM | ISHARES TRmsci usa mmentm | $358,000 | +7.8% | 2,062 | 0.0% | 0.06% | +4.9% | |
| RNP | COHEN & STEERS REIT & PFD INC | $345,000 | +11.7% | 12,671 | 0.0% | 0.06% | +8.8% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $340,000 | +211.9% | 139 | +162.3% | 0.06% | +205.0% |
| IDU | ISHARES TRu.s. utilits etf | $332,000 | -1.2% | 4,224 | 0.0% | 0.06% | -3.2% | |
| PG | Buy | PROCTER & GAMBLE CO | $334,000 | +73.1% | 2,476 | +73.6% | 0.06% | +71.4% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $322,000 | +4.9% | 1,852 | 0.0% | 0.06% | +3.6% | |
| PAYX | Buy | PAYCHEX INC | $318,000 | +238.3% | 2,961 | +208.1% | 0.06% | +235.3% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $315,000 | +181.2% | 3,868 | +162.2% | 0.06% | +171.4% |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $315,000 | +4.7% | 5,395 | 0.0% | 0.06% | +3.6% | |
| NOBL | Buy | PROSHARES TRs&p 500 dv srist | $310,000 | +18.3% | 3,425 | +12.6% | 0.06% | +16.7% |
| FRC | FIRST REP BK SAN FRANCISCO C | $304,000 | +12.2% | 1,624 | 0.0% | 0.06% | +10.0% | |
| ABT | ABBOTT LABS | $306,000 | -3.2% | 2,641 | 0.0% | 0.06% | -5.2% | |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $303,000 | +1.7% | 5,892 | -6.6% | 0.05% | -1.8% |
| DIS | Sell | DISNEY WALT CO | $301,000 | -7.7% | 1,711 | -3.2% | 0.05% | -10.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $301,000 | +7.5% | 3,640 | +7.2% | 0.05% | +5.9% |
| BLK | Buy | BLACKROCK INC | $298,000 | +242.5% | 341 | +194.0% | 0.05% | +231.2% |
| PBP | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $288,000 | +4.7% | 12,701 | 0.0% | 0.05% | +4.0% | |
| SMLF | Buy | ISHARES TRmsci usa sml cp | $283,000 | +7.6% | 5,152 | +2.6% | 0.05% | +6.2% |
| FDN | FIRST TR EXCHANGE TRADED FDdj internt idx | $282,000 | +12.4% | 1,150 | 0.0% | 0.05% | +10.9% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $277,000 | +19.9% | 7,603 | +0.3% | 0.05% | +19.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $273,000 | +173.0% | 721 | +166.1% | 0.05% | +172.2% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $271,000 | +3.8% | 3,582 | 0.0% | 0.05% | +2.1% | |
| CNC | CENTENE CORP DEL | $266,000 | +14.2% | 3,650 | 0.0% | 0.05% | +11.6% | |
| ADBE | ADOBE SYS INC COM | $269,000 | +22.8% | 460 | 0.0% | 0.05% | +20.0% | |
| INTU | New | INTUIT | $270,000 | – | 550 | +100.0% | 0.05% | – |
| SPHD | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 low vol | $262,000 | -32.5% | 5,943 | -34.4% | 0.05% | -33.8% |
| AMRN | AMARIN CORP PLCspons adr new | $263,000 | -29.5% | 59,985 | 0.0% | 0.05% | -30.9% | |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $263,000 | +11.4% | 4,568 | +8.7% | 0.05% | +9.3% |
| TXN | Buy | TEXAS INSTRS INC | $260,000 | +566.7% | 1,354 | +563.7% | 0.05% | +571.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $262,000 | +2281.8% | 654 | +2155.2% | 0.05% | +2250.0% |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $262,000 | +7.8% | 1,314 | 0.0% | 0.05% | +4.4% | |
| PYPL | Buy | PAYPAL HLDGS INC | $258,000 | +1128.6% | 885 | +941.2% | 0.05% | +1050.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $248,000 | +350.9% | 1,335 | +330.6% | 0.04% | +350.0% |
| MMP | Sell | MAGELLAN MIDSTREAM PARTNERS LP | $250,000 | +0.8% | 5,108 | -10.7% | 0.04% | -2.2% |
| ROST | ROSS STORES INC | $253,000 | +3.3% | 2,044 | 0.0% | 0.04% | 0.0% | |
| APD | Buy | AIR PRODS & CHEMS INC | $243,000 | +155.8% | 846 | +151.8% | 0.04% | +158.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $246,000 | +459.1% | 4,310 | +432.1% | 0.04% | +450.0% |
| OGIG | Buy | OSI ETF TRoshares gbl inter | $239,000 | +30.6% | 4,196 | +19.8% | 0.04% | +26.5% |
| SPMD | SPDR SER TRportfolio s&p400 | $241,000 | +3.4% | 5,100 | 0.0% | 0.04% | 0.0% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $239,000 | +40.6% | 96 | +17.1% | 0.04% | +38.7% |
| WMT | Buy | WALMART INC | $235,000 | +190.1% | 1,668 | +181.3% | 0.04% | +180.0% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $228,000 | -16.8% | 2,412 | -18.5% | 0.04% | -18.0% |
| SCZ | Buy | ISHARES TReafe small cap etf | $231,000 | +10.0% | 3,122 | +6.6% | 0.04% | +5.1% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $226,000 | +343.1% | 7,225 | +342.4% | 0.04% | +355.6% |
| DHR | Buy | DANAHER CORP DEL | $226,000 | +769.2% | 842 | +619.7% | 0.04% | +720.0% |
| TFI | SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETFnuveen brc munic | $231,000 | +0.9% | 4,426 | 0.0% | 0.04% | -2.4% | |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $225,000 | +17.8% | 4,132 | +9.8% | 0.04% | +14.3% |
| GSST | GOLDMAN SACHS ETF TRaces ultra shr | $223,000 | 0.0% | 4,400 | 0.0% | 0.04% | -2.4% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $221,000 | +5.7% | 761 | 0.0% | 0.04% | +5.3% | |
| HPQ | Buy | HP INC | $215,000 | -4.9% | 7,107 | +0.0% | 0.04% | -4.9% |
| ICSH | ISHARES TRblackrock ultra | $215,000 | 0.0% | 4,251 | 0.0% | 0.04% | 0.0% | |
| D | Buy | DOMINION ENERGY INC | $218,000 | +384.4% | 2,969 | +399.8% | 0.04% | +387.5% |
| XOM | EXXON MOBIL CORP | $217,000 | +13.0% | 3,444 | 0.0% | 0.04% | +11.4% | |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $219,000 | +9.0% | 3,676 | +4.8% | 0.04% | +5.4% |
| SQ | SQUARE INCcl a | $219,000 | +7.4% | 900 | 0.0% | 0.04% | +5.4% | |
| LOW | LOWES COS INC | $209,000 | +2.0% | 1,079 | 0.0% | 0.04% | 0.0% | |
| NEE | NEXTERA ENERGY INC | $210,000 | -2.8% | 2,860 | 0.0% | 0.04% | -5.0% | |
| SYK | New | STRYKER CORPORATION | $208,000 | – | 800 | +100.0% | 0.04% | – |
| HON | Buy | HONEYWELL INTL INC | $205,000 | +1038.9% | 933 | +1024.1% | 0.04% | +1133.3% |
| NEAR | Buy | JANUS DETROIT STR TRsht mat bd etf | $208,000 | 0.0% | 4,145 | +0.0% | 0.04% | -2.6% |
| EEMV | Buy | ISHARES INCmsci emerg mkt | $203,000 | +1.5% | 3,172 | +0.2% | 0.04% | -2.7% |
| FPE | FIRST TR EXCHANGE TRADED FDpfd secs inc etf | $203,000 | +2.5% | 9,849 | 0.0% | 0.04% | 0.0% | |
| TJX | Buy | TJX COMPANIES INC | $200,000 | +1438.5% | 2,969 | +1430.4% | 0.04% | +1700.0% |
| PGX | INVESCO EXCHANGE TRADED FD TRrusel 1000 eql | $201,000 | +2.0% | 13,108 | 0.0% | 0.04% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $198,000 | +1.0% | 2,250 | 0.0% | 0.04% | 0.0% | |
| RESP | WISDOMTREE TRus esg fund | $196,000 | +6.5% | 4,188 | 0.0% | 0.04% | +2.9% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $197,000 | +1.0% | 2,392 | 0.0% | 0.04% | -2.8% | |
| OMC | New | OMNICOM GROUP INC | $192,000 | – | 2,400 | +100.0% | 0.03% | – |
| SUB | ISHARES TRshrt nat mun etf | $191,000 | 0.0% | 1,774 | 0.0% | 0.03% | -2.9% | |
| KO | Buy | COCA COLA COMPANY | $190,000 | +442.9% | 3,516 | +436.0% | 0.03% | +466.7% |
| FDX | New | FEDEX CORP | $186,000 | – | 625 | +100.0% | 0.03% | – |
| IDEV | New | ISHARES TRcore msci intl | $185,000 | – | 2,739 | +100.0% | 0.03% | – |
| ITW | ILLINOIS TOOL WORKS INC | $178,000 | +0.6% | 797 | 0.0% | 0.03% | 0.0% | |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $180,000 | +17.6% | 1,797 | +16.4% | 0.03% | +14.3% |
| QEMM | SPDR INDEX SHS FDSmsci emrg mkts | $180,000 | +2.9% | 2,570 | 0.0% | 0.03% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $176,000 | +4.1% | 1,060 | 0.0% | 0.03% | +3.2% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $176,000 | +10.0% | 7,277 | +0.3% | 0.03% | +10.3% |
| COST | COSTCO WHSL CORP NEW | $179,000 | +12.6% | 452 | 0.0% | 0.03% | +10.3% | |
| ABBV | Buy | ABBVIE INC | $177,000 | +4.1% | 1,570 | +0.1% | 0.03% | +3.2% |
| MMM | Buy | 3M CO | $179,000 | +3.5% | 901 | +0.1% | 0.03% | 0.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $170,000 | -22.7% | 2,976 | -22.6% | 0.03% | -22.5% |
| TOLZ | PROSHARES TRdj brkfld glb | $166,000 | +5.7% | 3,600 | 0.0% | 0.03% | +3.4% | |
| SPYG | SPDR SER TR S&P 500 GROWTH ETFs&p 500 growth | $165,000 | +12.2% | 2,613 | 0.0% | 0.03% | +11.1% | |
| SJNK | SPDR SERIES TRUSTbloomberg srt tr | $166,000 | +0.6% | 6,027 | 0.0% | 0.03% | 0.0% | |
| MRK | MERCK & CO, INC | $160,000 | +1.3% | 2,052 | 0.0% | 0.03% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $158,000 | +1.9% | 752 | 0.0% | 0.03% | 0.0% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $157,000 | -19.5% | 1,244 | -25.4% | 0.03% | -22.2% |
| DGX | QUEST DIAGNOSTICS INC | $156,000 | +2.6% | 1,185 | 0.0% | 0.03% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $149,000 | +4.9% | 1,910 | 0.0% | 0.03% | +3.8% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $148,000 | +3.5% | 3,825 | 0.0% | 0.03% | +3.8% | |
| VOO | Buy | VANGUARD INDEX FDS | $153,000 | +29.7% | 388 | +19.8% | 0.03% | +22.7% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $153,000 | +10.9% | 1,790 | 0.0% | 0.03% | +8.0% | |
| PAVE | Buy | GLOBAL X FDSus infr dev | $146,000 | +186.3% | 5,655 | +178.6% | 0.03% | +188.9% |
| RWR | Sell | SPDR SERIES TRUSTdj reit etf | $143,000 | -2.1% | 1,368 | -11.5% | 0.03% | -3.7% |
| PID | Sell | INVESCO EXCHANGE TRADED FD Tintl divi achi | $140,000 | -31.7% | 7,903 | -35.5% | 0.02% | -34.2% |
| V | VISA INC CL Acl a | $137,000 | +10.5% | 584 | 0.0% | 0.02% | +8.7% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $139,000 | +5.3% | 5,600 | 0.0% | 0.02% | +4.2% | |
| USRT | ISHARES TRcre u s reit etf | $141,000 | +11.0% | 2,424 | 0.0% | 0.02% | +8.7% | |
| MO | ALTRIA GROUP INC | $138,000 | -6.8% | 2,895 | 0.0% | 0.02% | -7.4% | |
| ADI | ANALOG DEVICES INC | $136,000 | +10.6% | 791 | 0.0% | 0.02% | +4.3% | |
| IDXX | IDEXX LABS INC | $134,000 | +28.8% | 212 | 0.0% | 0.02% | +26.3% | |
| ENB | Buy | ENBRIDGE INC | $126,000 | +1160.0% | 3,138 | +1093.2% | 0.02% | +1050.0% |
| LLY | LILLY ELI & CO COM | $125,000 | +23.8% | 543 | 0.0% | 0.02% | +15.8% | |
| COR | CORESITE RLTY CORP | $123,000 | +11.8% | 915 | 0.0% | 0.02% | +10.0% | |
| ISCF | ISHARES TRmsci intl sml cp | $123,000 | +5.1% | 3,350 | 0.0% | 0.02% | +4.8% | |
| NDSN | NORDSON CORP | $124,000 | +10.7% | 564 | 0.0% | 0.02% | +4.8% | |
| VPU | VANGUARD WORLDS FDSutilities etf | $121,000 | -0.8% | 871 | 0.0% | 0.02% | 0.0% | |
| USMF | WISDOMTREE TRus multifactor | $123,000 | +4.2% | 3,117 | 0.0% | 0.02% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $120,000 | +7.1% | 1,921 | +0.5% | 0.02% | +4.8% |
| ETN | EATON CORP PLC | $122,000 | +7.0% | 821 | 0.0% | 0.02% | +4.8% | |
| BA | BOEING CO | $122,000 | -6.2% | 509 | 0.0% | 0.02% | -8.3% | |
| NSC | NORFOLK SOUTHERN CORP | $123,000 | -0.8% | 462 | 0.0% | 0.02% | -4.3% | |
| IWR | ISHARES TRrus mid-cap etf | $114,000 | +7.5% | 1,435 | 0.0% | 0.02% | +5.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $113,000 | +5.6% | 567 | 0.0% | 0.02% | 0.0% | |
| EMGF | Buy | ISHARES INCmsci emerg mkt | $111,000 | +3.7% | 2,050 | +0.1% | 0.02% | 0.0% |
| NKE | NIKE INCcl b | $111,000 | +16.8% | 717 | 0.0% | 0.02% | +17.6% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $110,000 | +4.8% | 1,052 | +0.1% | 0.02% | +5.3% |
| ECL | New | ECOLAB INC | $108,000 | – | 525 | +100.0% | 0.02% | – |
| IWM | ISHARES TRrussell 2000 etf | $105,000 | +4.0% | 457 | 0.0% | 0.02% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $104,000 | +7.2% | 479 | 0.0% | 0.02% | +5.6% | |
| NFLX | NETFLIX INC | $107,000 | +1.9% | 202 | 0.0% | 0.02% | 0.0% | |
| BHK | BLACKROCK CORE BD TR | $106,000 | +5.0% | 6,444 | 0.0% | 0.02% | 0.0% | |
| SLF | SUN LIFE FINL INC | $98,000 | +2.1% | 1,903 | 0.0% | 0.02% | 0.0% | |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $103,000 | +7.3% | 2,516 | +3.5% | 0.02% | 0.0% |
| MS | MORGAN STANLEY | $99,000 | +17.9% | 1,081 | 0.0% | 0.02% | +20.0% | |
| VLO | New | VALERO ENERGY CORP | $98,000 | – | 1,250 | +100.0% | 0.02% | – |
| PTON | PELOTON INTERACTIVE INC | $93,000 | +10.7% | 750 | 0.0% | 0.02% | +13.3% | |
| MCD | MCDONALDS CORP | $96,000 | +3.2% | 417 | 0.0% | 0.02% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $93,000 | +3.3% | 801 | 0.0% | 0.02% | 0.0% | |
| YUM | YUM BRANDS INC | $92,000 | +5.7% | 800 | 0.0% | 0.02% | +6.2% | |
| ICLR | ICON PLC | $97,000 | +5.4% | 471 | 0.0% | 0.02% | 0.0% | |
| LNT | ALLIANT ENERGY | $88,000 | +2.3% | 1,584 | 0.0% | 0.02% | 0.0% | |
| AFL | AFLAC INC | $91,000 | +4.6% | 1,699 | 0.0% | 0.02% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $85,000 | +14.9% | 1,755 | 0.0% | 0.02% | +7.1% | |
| DAL | DELTA AIRLINES INC DEL | $83,000 | -10.8% | 1,930 | 0.0% | 0.02% | -11.8% | |
| WEC | WEC ENERGY GROUP INC | $83,000 | -4.6% | 934 | 0.0% | 0.02% | -6.2% | |
| VZ | VERIZONCOMMUNICATIONS INC | $82,000 | -3.5% | 1,468 | 0.0% | 0.02% | -6.2% | |
| CB | CHUBB LIMITED | $81,000 | 0.0% | 511 | 0.0% | 0.02% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $84,000 | +9.1% | 54 | 0.0% | 0.02% | +7.1% | |
| CLX | CLOROX CO DEL | $81,000 | -6.9% | 453 | 0.0% | 0.02% | -6.2% | |
| SYY | SYSCO CORP | $80,000 | -1.2% | 1,026 | 0.0% | 0.01% | -6.7% | |
| VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $77,000 | +4.1% | 339 | 0.0% | 0.01% | 0.0% | |
| FDS | New | FACTSET RESH SYS INC | $80,000 | – | 237 | +100.0% | 0.01% | – |
| VFMF | VANGUARD WELLINGTON FDus multifactor | $77,000 | +4.1% | 760 | 0.0% | 0.01% | 0.0% | |
| T | Buy | AT&T INC | $77,000 | -4.9% | 2,665 | +0.0% | 0.01% | -6.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $80,000 | +60.0% | 543 | +44.0% | 0.01% | +55.6% |
| TGRW | T ROWE PRICE ETF INCprice grw stock | $78,000 | +9.9% | 2,410 | 0.0% | 0.01% | +7.7% | |
| ES | EVERSOURCE ENERGY COM | $70,000 | -6.7% | 867 | 0.0% | 0.01% | -7.1% | |
| OTIS | OTIS WORLDWIDE CORP | $72,000 | +20.0% | 877 | 0.0% | 0.01% | +18.2% | |
| SBUX | STARBUCKS CORP | $71,000 | +2.9% | 633 | 0.0% | 0.01% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $75,000 | -8.5% | 329 | -8.6% | 0.01% | -13.3% |
| VFC | V F CORP | $73,000 | +2.8% | 892 | 0.0% | 0.01% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $74,000 | +21.3% | 357 | 0.0% | 0.01% | +18.2% | |
| L | LOEWS CORP | $67,000 | +6.3% | 1,232 | 0.0% | 0.01% | 0.0% | |
| DFS | Buy | DISCOVER FINL SVCS | $68,000 | +25.9% | 573 | +0.2% | 0.01% | +20.0% |
| ACCD | ACCOLADE INC | $65,000 | +20.4% | 1,197 | 0.0% | 0.01% | +20.0% | |
| EZM | WISDOMTREE TRus midcap fund | $65,000 | +3.2% | 1,232 | 0.0% | 0.01% | 0.0% | |
| TSLA | TESLA INC | $65,000 | +3.2% | 95 | 0.0% | 0.01% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $59,000 | +5.4% | 1,085 | 0.0% | 0.01% | +10.0% | |
| WPS | ISHARES TRintl devppty etf | $61,000 | +7.0% | 1,587 | 0.0% | 0.01% | +10.0% | |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $62,000 | -72.6% | 906 | -82.8% | 0.01% | -73.2% |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $61,000 | +3.4% | 429 | 0.0% | 0.01% | 0.0% | |
| INTC | INTEL CORP | $63,000 | -12.5% | 1,128 | 0.0% | 0.01% | -15.4% | |
| GD | GENERAL DYNAMICS CORP | $60,000 | +3.4% | 318 | 0.0% | 0.01% | 0.0% | |
| JHSC | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $56,000 | +100.0% | 1,593 | +91.0% | 0.01% | +100.0% |
| EWSC | Sell | INVESCO EXCHANGE TRADED FD Ts&p sml 600 eq | $56,000 | -61.1% | 668 | -62.7% | 0.01% | -61.5% |
| ONEQ | Buy | FIDELITY COMWLTH TRndq cp idx trk | $54,000 | -55.7% | 960 | +188.3% | 0.01% | -54.5% |
| VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $54,000 | +3.8% | 369 | 0.0% | 0.01% | 0.0% | |
| TDOC | TELADOC HEALTH INC | $54,000 | -8.5% | 327 | 0.0% | 0.01% | -9.1% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $55,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% | |
| NIO | NIO INCspon ads | $53,000 | +35.9% | 1,000 | 0.0% | 0.01% | +42.9% | |
| YUMC | Buy | YUM CHINA HLDGS INC | $55,000 | +12.2% | 824 | +0.1% | 0.01% | +11.1% |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $51,000 | +6.2% | 602 | 0.0% | 0.01% | 0.0% | |
| MDYG | SPDR SER TR S&P 400 MID CAP GROWTH ETFs&p 400 mdcp grw | $49,000 | +4.3% | 627 | 0.0% | 0.01% | 0.0% | |
| LB | L BRANDS INC | $49,000 | +16.7% | 680 | 0.0% | 0.01% | +12.5% | |
| BX | BLACKSTONE GROUP INC | $49,000 | +32.4% | 500 | 0.0% | 0.01% | +28.6% | |
| PSX | PHILLIPS 66 | $51,000 | +6.2% | 594 | 0.0% | 0.01% | 0.0% | |
| BMY | BRISTOL MYERS SQUIBB CO | $48,000 | +6.7% | 719 | 0.0% | 0.01% | +12.5% | |
| ACWX | ISHARES TRmsci acwi ex us | $44,000 | +4.8% | 765 | 0.0% | 0.01% | 0.0% | |
| CVX | CHEVRON CORP NEW | $42,000 | 0.0% | 403 | 0.0% | 0.01% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $43,000 | +13.2% | 289 | 0.0% | 0.01% | +14.3% | |
| CVY | INVESCO EXCHANGE TRADED FD Tzacks mult ast | $44,000 | +4.8% | 1,797 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP | $45,000 | +12.5% | 349 | 0.0% | 0.01% | +14.3% | |
| SO | SOUTHERN CO | $42,000 | -2.3% | 690 | 0.0% | 0.01% | 0.0% | |
| XEL | Xcel Energy Inc. | $41,000 | 0.0% | 623 | 0.0% | 0.01% | -12.5% | |
| IQDG | WISDOMTREE TRintl qulty div | $37,000 | +8.8% | 926 | 0.0% | 0.01% | +16.7% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $40,000 | +8.1% | 80 | 0.0% | 0.01% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $39,000 | +18.2% | 102 | 0.0% | 0.01% | +16.7% | |
| LUV | SOUTHWEST AIRLS CO | $37,000 | -14.0% | 702 | 0.0% | 0.01% | -12.5% | |
| RY | ROYAL BK CDA MONTREAL QUE | $41,000 | +10.8% | 404 | 0.0% | 0.01% | 0.0% | |
| DLS | WISDOMTREE TRintl smcap div | $41,000 | +2.5% | 552 | 0.0% | 0.01% | 0.0% | |
| MPLX | MPLX LP | $39,000 | +14.7% | 1,311 | 0.0% | 0.01% | +16.7% | |
| IWV | ISHARES TRrusselll 3000 etf | $38,000 | +5.6% | 150 | 0.0% | 0.01% | 0.0% | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $38,000 | +11.8% | 359 | 0.0% | 0.01% | +16.7% | |
| KHC | Buy | KRAFT HEINZ CO | $31,000 | +3.3% | 754 | +0.9% | 0.01% | 0.0% |
| CL | COLGATE PALMOLIVE CO | $32,000 | +3.2% | 390 | 0.0% | 0.01% | 0.0% | |
| QDIV | New | GLOBAL X FDSs&p 500 qlt etf | $35,000 | – | 1,135 | +100.0% | 0.01% | – |
| NUAN | NUANCE COMMUNICATIONS INC | $35,000 | +25.0% | 649 | 0.0% | 0.01% | +20.0% | |
| PNC | PNC FINL SVCS GROUP INC | $31,000 | +6.9% | 163 | 0.0% | 0.01% | +20.0% | |
| AMAT | APPLIED MATLS | $36,000 | +5.9% | 251 | 0.0% | 0.01% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $35,000 | +6.1% | 303 | 0.0% | 0.01% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $31,000 | +3.3% | 200 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $26,000 | +4.0% | 264 | 0.0% | 0.01% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $26,000 | -7.1% | 455 | 0.0% | 0.01% | 0.0% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $28,000 | +3.7% | 568 | 0.0% | 0.01% | 0.0% | |
| XMLV | INVESCO EXCHANGE TRADED FD TRvar rate pfd | $28,000 | +3.7% | 525 | 0.0% | 0.01% | 0.0% | |
| LYV | LIVE NATION ENTMT IN | $27,000 | +3.8% | 311 | 0.0% | 0.01% | 0.0% | |
| KEY | Buy | KEYCORP NEW | $28,000 | +7.7% | 1,340 | +1.3% | 0.01% | 0.0% |
| HESM | HESS MIDSTREAM LP | $21,000 | +16.7% | 817 | 0.0% | 0.00% | +33.3% | |
| CRM | SALESFORCE COM INC | $24,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| IBDM | ISHARES TRibonds dec21 etf | $23,000 | 0.0% | 920 | 0.0% | 0.00% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20,000 | +5.3% | 166 | 0.0% | 0.00% | +33.3% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $24,000 | +4.3% | 197 | 0.0% | 0.00% | 0.0% | |
| ENFR | ALPS ETF TRalerian energy | $21,000 | +16.7% | 1,030 | 0.0% | 0.00% | +33.3% | |
| HST | HOST HOTELS & RESORTS INC | $25,000 | 0.0% | 1,488 | 0.0% | 0.00% | -20.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $23,000 | +9.5% | 2,230 | 0.0% | 0.00% | 0.0% | |
| FUN | CEDAR FAIR L Pdepository unit | $25,000 | -10.7% | 562 | 0.0% | 0.00% | -20.0% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pdf etf | $23,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $25,000 | +4.2% | 217 | 0.0% | 0.00% | 0.0% | |
| WFH | DIREXION SHS ETF TRwork from home | $21,000 | +10.5% | 282 | 0.0% | 0.00% | +33.3% | |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $25,000 | +4.2% | 593 | +0.5% | 0.00% | 0.0% |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $24,000 | +14.3% | 652 | 0.0% | 0.00% | 0.0% | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $21,000 | +16.7% | 555 | 0.0% | 0.00% | +33.3% | |
| EVX | VANECK VECTORS ETF TRenvironmental sv | $21,000 | +10.5% | 146 | 0.0% | 0.00% | +33.3% | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $15,000 | -40.0% | 180 | -40.0% | 0.00% | -40.0% |
| PIO | Sell | INVESCO EXCHANGE TRADED FD TRglobal water | $17,000 | -22.7% | 424 | -50.2% | 0.00% | -25.0% |
| GPN | GLOBAL PMTS INC | $14,000 | -6.7% | 72 | 0.0% | 0.00% | 0.0% | |
| GDV | GABELLI DIVID & INCOME TR | $18,000 | +12.5% | 671 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $19,000 | +5.6% | 506 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO | $16,000 | +6.7% | 166 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GENERAL CORP NEW | $18,000 | +5.9% | 85 | 0.0% | 0.00% | 0.0% | |
| KR | Sell | KROGER CO | $16,000 | -23.8% | 411 | -29.3% | 0.00% | -25.0% |
| CMI | CUMMINS INC | $16,000 | -5.9% | 64 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $14,000 | +16.7% | 71 | 0.0% | 0.00% | +50.0% | |
| NDAQ | NASDAQ INC | $14,000 | +16.7% | 81 | 0.0% | 0.00% | +50.0% | |
| CAG | Conagra Brands | $18,000 | -5.3% | 504 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $17,000 | +13.3% | 98 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $18,000 | +5.9% | 37 | 0.0% | 0.00% | 0.0% | |
| BRW | New | SABA CAPITAL INCOME & OPRNTshares | $15,000 | – | 3,245 | +100.0% | 0.00% | – |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $14,000 | +7.7% | 255 | 0.0% | 0.00% | +50.0% | |
| BAX | BAXTER INTL INC | $19,000 | -5.0% | 242 | 0.0% | 0.00% | -25.0% | |
| SHLX | SHELL MIDSTREAM PARTNERS L Punit ltd int | $17,000 | +6.2% | 1,177 | 0.0% | 0.00% | 0.0% | |
| TGT | Buy | TARGET CORP | $16,000 | +33.3% | 68 | +13.3% | 0.00% | +50.0% |
| USB | US BANCORP DEL | $17,000 | 0.0% | 302 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $17,000 | -10.5% | 342 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP | $16,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $16,000 | -11.1% | 1,121 | -12.4% | 0.00% | 0.0% |
| WSM | WILLIAMS SONOMA INC | $14,000 | -12.5% | 90 | 0.0% | 0.00% | 0.0% | |
| DLN | WISDOMTREE TRus largecap div | $19,000 | +5.6% | 160 | 0.0% | 0.00% | 0.0% | |
| AES | AES CORP COM | $17,000 | -5.6% | 668 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $13,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% | |
| IAU | New | ISHARES GOLD TRishares new | $12,000 | – | 368 | +100.0% | 0.00% | – |
| BSCM | INVESCO EXCHANGE TRADED SLF IDX FD | $13,000 | 0.0% | 590 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INC | $13,000 | +18.2% | 108 | 0.0% | 0.00% | 0.0% | |
| GOGO | GOGO INC | $11,000 | +10.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR SERIES TRUSTprtflo s&p500 vl | $11,000 | +10.0% | 275 | 0.0% | 0.00% | 0.0% | |
| CCEP | COCA-COLA EUROPEAN PARTNERS | $11,000 | +10.0% | 189 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $11,000 | +22.2% | 74 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $9,000 | +12.5% | 133 | 0.0% | 0.00% | +100.0% | |
| BUFF | INNOVATOR ETFS TR IIladrd fd s&p 500 | $10,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $13,000 | +8.3% | 48 | +200.0% | 0.00% | 0.0% |
| ROK | ROCKWELL AUTOMATION INC | $10,000 | +11.1% | 34 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED CONTL HLDGS INC | $13,000 | -7.1% | 250 | 0.0% | 0.00% | -33.3% | |
| O | REALTY INCOME CORP | $13,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% | |
| CRNC | CERENCE INC | $9,000 | +28.6% | 81 | 0.0% | 0.00% | +100.0% | |
| PGR | PROGRESSIVE CORP OH | $13,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| BK | BANK OF NEW YORK MELLON CORP | $9,000 | +12.5% | 174 | 0.0% | 0.00% | +100.0% | |
| OTRK | ONTRAK INC | $10,000 | 0.0% | 303 | 0.0% | 0.00% | 0.0% | |
| ORI | OLD REP INTL CORP | $11,000 | +22.2% | 431 | 0.0% | 0.00% | 0.0% | |
| MAA | MID AMER APT CMNTYS INC | $9,000 | +12.5% | 54 | 0.0% | 0.00% | +100.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $13,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| MKC | Sell | MCCORMICK & CO INC | $12,000 | -52.0% | 141 | -50.0% | 0.00% | -60.0% |
| IBDN | ISHARES TRibonds dec 22 etf | $13,000 | 0.0% | 514 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $12,000 | +9.1% | 38 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $12,000 | -14.3% | 604 | 0.0% | 0.00% | -33.3% | |
| EOI | EATON VANCE ENHANCED EQUITY | $12,000 | +9.1% | 644 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $10,000 | +11.1% | 203 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $10,000 | -9.1% | 48 | 0.0% | 0.00% | 0.0% | |
| TDVG | T ROWE PRICE ETF INCprice div grwt | $12,000 | +9.1% | 375 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTDspon adr | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% | |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $10,000 | +11.1% | 42 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $12,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $12,000 | +9.1% | 140 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN IDEC INC | $6,000 | +20.0% | 17 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC COM | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $5,000 | +25.0% | 68 | 0.0% | 0.00% | 0.0% | |
| TCHP | T ROWE PRICE ETF INCprice blue chip | $7,000 | +16.7% | 209 | 0.0% | 0.00% | 0.0% | |
| KWEB | KRANESHARES TRcsi chi internet | $7,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| SCYX | SCYNEXIS INC | $7,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% | |
| K | KELLOGG CO | $7,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| SIL | GLOBAL X FDSglobal x silver | $6,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| EZU | ISHARES INCmsci eurzone etf | $6,000 | +20.0% | 112 | 0.0% | 0.00% | 0.0% | |
| ULBI | ULTRALIFE CORPORATION | $5,000 | 0.0% | 580 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP COM | $6,000 | +20.0% | 125 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $6,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $7,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| BSCL | INVESCO EXCHANGE TRADED SLF IDX FD | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| DES | WISDOMTREE TRus smallcap divd | $6,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
| IDLV | Buy | INVESCO EXCHANGE TRADED FD TRs&p midcp low | $6,000 | 0.0% | 202 | +0.5% | 0.00% | 0.0% |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $4,000 | – | 56 | +100.0% | 0.00% | – |
| FNF | FIDELITY NATIONAL FINANCIAL | $7,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
| HOFV | HALL OF FAME RESORT & ENTMT | $3,000 | -25.0% | 750 | 0.0% | 0.00% | 0.0% | |
| BC | BRUNSWICK CORP | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| GE | GENERAL ELECTRIC CO | $7,000 | +16.7% | 483 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $3,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $7,000 | 0.0% | 287 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBERARK SOFTWARE LTD | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $7,000 | +16.7% | 18 | 0.0% | 0.00% | 0.0% | |
| ENS | ENERSYS | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK VECTORS ETF TRgold miners etf | $6,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% | |
| IGSB | ISHARES TR | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PBI | PITNEY BOWES INC | $7,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $8,000 | +14.3% | 175 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $8,000 | +14.3% | 32 | 0.0% | 0.00% | 0.0% | |
| OGN | New | ORGANON & CO | $6,000 | – | 203 | +100.0% | 0.00% | – |
| WEN | WENDYS CO | $6,000 | +20.0% | 251 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $7,000 | +16.7% | 217 | 0.0% | 0.00% | 0.0% | |
| EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $5,000 | -44.4% | 620 | 0.0% | 0.00% | -50.0% | |
| SDIV | GLOBAL X FDSglobal x superdiv | $6,000 | 0.0% | 448 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $0 | – | 7 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| CNTTQ | CANNTRUST HLDGS INC | $0 | – | 350 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| PPL | PPL CORP | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| KMI | KINDER MORGAN INC DEL | $1,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SOLO | ELECTRAMECCANICA VEHS CORP | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| WAB | WABTEC CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO | $0 | – | 15 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC DEL | $0 | – | 16 | 0.0% | 0.00% | – | |
| GGZ | GABELLI GBL SML & MD CAP VAL | $1,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO | $0 | – | 7 | 0.0% | 0.00% | – | |
| GCC | WISDOMTREE TRenhncd cmmdty st | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| ZNGA | New | ZYNGA INCcl a | $1,000 | – | 128 | +100.0% | 0.00% | – |
| HEPA | HEPION PHARMACEUTICALS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $2,000 | 0.0% | 120 | +2.6% | 0.00% | – |
| PRSP | Exit | PERSPECTA INC | $0 | – | -4 | -100.0% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| FTRCQ | Exit | FRONTIER COMMUNICATIONS CORP COM NEW | $0 | – | -4 | -100.0% | 0.00% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -27 | -100.0% | -0.00% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -84 | -100.0% | -0.00% | – |
| FOXA | Exit | FOX CORP | $0 | – | -108 | -100.0% | -0.00% | – |
| ALC | Exit | ALCON INC | $0 | – | -72 | -100.0% | -0.00% | – |
| NGD | Exit | NEW GOLD INC CDA | $0 | – | -8,500 | -100.0% | -0.00% | – |
| THW | Exit | TEKLA WORLD HEALTHCARE FUND BEN INT SHSsh ben int | $0 | – | -739 | -100.0% | -0.00% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -737 | -100.0% | -0.00% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -28 | -100.0% | -0.00% | – |
| AGI | Exit | ALAMOS GOLD INC NEW | $0 | – | -1,900 | -100.0% | -0.00% | – |
| PPR | Exit | VOYA PRIME RATE TRsh ben int | $0 | – | -3,245 | -100.0% | -0.00% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -889 | -100.0% | -0.01% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,828 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 12.5% |
| ISHARES TR | 40 | Q3 2023 | 8.1% |
| ISHARES TR | 40 | Q3 2023 | 6.2% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 4.9% |
| ISHARES TR | 40 | Q3 2023 | 5.6% |
| SPDR SER TR S&P DIVID ETF | 40 | Q3 2023 | 4.8% |
| ISHARES TR | 40 | Q3 2023 | 4.4% |
| ISHARES TR | 40 | Q3 2023 | 3.9% |
| ISHARES TR | 40 | Q3 2023 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 3.0% |
View Capital Advisors, Ltd. LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
View Capital Advisors, Ltd. 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.