$329 Million is the total value of Financial Enhancement Group LLC's 307 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 61.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPMB | Buy | SPDR SERIES TRUSTblombrg brc mrtg | $21,263,000 | +538.3% | 823,336 | +523.1% | 6.47% | +518.1% |
| SPIP | Sell | SPDR SERIES TRUSTblombrg brc tips | $19,936,000 | -24.2% | 358,045 | -25.8% | 6.07% | -26.6% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $18,008,000 | +0.9% | 362,262 | +1.8% | 5.48% | -2.3% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $15,961,000 | – | 310,472 | +100.0% | 4.86% | – |
| FTSM | Sell | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $13,430,000 | -45.2% | 223,907 | -45.1% | 4.09% | -46.9% |
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $12,051,000 | +22.4% | 362,650 | +25.5% | 3.67% | +18.5% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $12,025,000 | +5.0% | 109,681 | +6.1% | 3.66% | +1.7% |
| AAPL | Buy | APPLE INC | $11,893,000 | -15.2% | 62,610 | +0.8% | 3.62% | -17.9% |
| QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $11,708,000 | +58.6% | 187,996 | +63.4% | 3.56% | +53.5% |
| XMLV | New | INVESCO EXCHNG TRADED FD TRs&p midcp low | $11,478,000 | – | 231,088 | +100.0% | 3.49% | – |
| STOR | Buy | STORE CAP CORP | $10,482,000 | +98.6% | 312,900 | +64.8% | 3.19% | +92.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,867,000 | +24484.4% | 133,039 | +21999.5% | 2.39% | +23840.0% |
| TIP | Buy | ISHARES TRtips bd etf | $7,471,000 | +24000.0% | 66,076 | +23840.6% | 2.27% | +22640.0% |
| V | Buy | VISA INC | $7,220,000 | +9.3% | 46,223 | +5.0% | 2.20% | +5.8% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $7,200,000 | +4.4% | 94,562 | +2.7% | 2.19% | +1.1% |
| ONEV | New | SPDR SER TRrussell low vol | $6,366,000 | – | 83,468 | +100.0% | 1.94% | – |
| UGI | New | UGI CORP NEW | $6,250,000 | – | 112,784 | +100.0% | 1.90% | – |
| PYPL | New | PAYPAL HLDGS INC | $6,168,000 | – | 59,403 | +100.0% | 1.88% | – |
| MRK | Buy | MERCK & CO INC | $6,019,000 | +21396.4% | 72,365 | +17991.2% | 1.83% | +20255.6% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $5,824,000 | -30.0% | 76,221 | -22.2% | 1.77% | -32.2% |
| PCY | Buy | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $5,431,000 | +6.0% | 193,977 | +2.2% | 1.65% | +2.7% |
| NEE | Buy | NEXTERA ENERGY INC | $5,385,000 | +21.3% | 27,854 | +5.2% | 1.64% | +17.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $5,229,000 | +8.4% | 47,513 | +6.2% | 1.59% | +4.9% |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $5,061,000 | – | 87,854 | +100.0% | 1.54% | – |
| MPC | Sell | MARATHON PETE CORP | $5,019,000 | -34.4% | 83,857 | -12.4% | 1.53% | -36.5% |
| LEA | Sell | LEAR CORP | $4,747,000 | -25.4% | 34,976 | -20.3% | 1.44% | -27.8% |
| DHR | Sell | DANAHER CORPORATION | $4,266,000 | +13.5% | 32,314 | -6.6% | 1.30% | +9.8% |
| USMF | Buy | WISDOMTREE TRus multifactor | $4,156,000 | +12.0% | 143,404 | +18.9% | 1.26% | +8.4% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $3,743,000 | -38.2% | 58,554 | -38.5% | 1.14% | -40.1% |
| FBT | Sell | FIRST TR EXCHANGE TRADED FDny arca biotech | $3,720,000 | -46.1% | 24,660 | -43.4% | 1.13% | -47.8% |
| MTUM | Buy | ISHARES TRusa momentum fct | $3,583,000 | +105.7% | 31,940 | +118.2% | 1.09% | +99.1% |
| FPE | Sell | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $3,388,000 | -2.6% | 177,731 | -2.5% | 1.03% | -5.8% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $3,284,000 | -6.7% | 108,535 | -1.3% | 1.00% | -9.6% |
| USMV | New | ISHARES TRmin vol usa etf | $3,242,000 | – | 55,128 | +100.0% | 0.99% | – |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $3,020,000 | -56.0% | 73,900 | -53.5% | 0.92% | -57.5% |
| SPMD | Buy | SPDR SERIES TRUSTportfolio md etf | $2,750,000 | +1.6% | 82,497 | +10.1% | 0.84% | -1.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $2,625,000 | +86.2% | 20,763 | +72.6% | 0.80% | +80.4% |
| GSLC | New | GOLDMAN SACHS ETF TRequity etf | $2,464,000 | – | 43,354 | +100.0% | 0.75% | – |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $2,168,000 | +10.3% | 216,772 | +3.2% | 0.66% | +6.8% |
| FCT | New | FIRST TR SR FLG RTE INCM FD | $1,972,000 | – | 166,808 | +100.0% | 0.60% | – |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $1,582,000 | -70.0% | 61,529 | -67.8% | 0.48% | -71.0% |
| PUTW | Sell | WISDOMTREE TRcboe s&p 500 | $1,351,000 | -16.5% | 50,151 | -5.1% | 0.41% | -19.3% |
| CHD | Sell | CHURCH & DWIGHT INC | $1,204,000 | +18.0% | 16,907 | -1.6% | 0.37% | +14.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,005,000 | +129.5% | 1,761 | +130.8% | 0.31% | +121.7% |
| BBN | New | BLACKROCK TAX MUNICPAL BD TR | $969,000 | – | 43,207 | +100.0% | 0.30% | – |
| ZS | New | ZSCALER INC | $927,000 | – | 13,073 | +100.0% | 0.28% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $881,000 | – | 18,897 | +100.0% | 0.27% | – |
| BOCT | New | INNOVATOR ETFS TRs&p 500 bufetf | $837,000 | – | 34,644 | +100.0% | 0.26% | – |
| DEEP | Sell | ETF SER SOLUTIONSdeep value etf | $807,000 | -16.1% | 24,757 | -9.1% | 0.25% | -18.5% |
| SJB | New | PROSHARES TRshrt hgh yield | $809,000 | – | 36,985 | +100.0% | 0.25% | – |
| VVR | Buy | INVESCO SR INCOME TR | $784,000 | +7.3% | 186,756 | +9.8% | 0.24% | +3.9% |
| FTGC | Sell | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $784,000 | -13.7% | 41,880 | -8.5% | 0.24% | -16.1% |
| QLYS | Sell | QUALYS INC | $762,000 | -88.7% | 9,213 | -87.8% | 0.23% | -89.0% |
| RJA | Sell | SWEDISH EXPT CR CORProg agri etn22 | $741,000 | -10.4% | 134,523 | -7.6% | 0.23% | -13.1% |
| VEEV | New | VEEVA SYS INC | $708,000 | – | 5,583 | +100.0% | 0.22% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $686,000 | – | 30,228 | +100.0% | 0.21% | – |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $679,000 | -79.6% | 13,333 | -79.6% | 0.21% | -80.2% |
| CDNA | New | CAREDX INC | $669,000 | – | 21,213 | +100.0% | 0.20% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $655,000 | – | 3,464 | +100.0% | 0.20% | – |
| IPKW | Buy | INVESCO EXCHNG TRADED FD TRintl buyback | $638,000 | +12.1% | 20,125 | +21.6% | 0.19% | +8.4% |
| SIRI | Buy | SIRIUS XM HLDGS INC | $603,000 | +60200.0% | 106,345 | +92373.9% | 0.18% | – |
| EFG | Buy | ISHARES TReafe grwth etf | $590,000 | +3.5% | 7,612 | +6.9% | 0.18% | +0.6% |
| QUAL | Buy | ISHARES TRusa quality fctr | $583,000 | +5.6% | 6,587 | +7.9% | 0.18% | +1.7% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $572,000 | -66.7% | 13,592 | -65.7% | 0.17% | -67.8% |
| CAPE | Buy | BARCLAYS BK PLCbarc etn+shill | $533,000 | +1.5% | 4,096 | +3.4% | 0.16% | -1.8% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $519,000 | +5.1% | 14,514 | +2.3% | 0.16% | +1.9% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $518,000 | -13.1% | 3,222 | -11.2% | 0.16% | -15.5% |
| NXQ | NUVEEN SELECT TAX FREE INCMsh ben int | $480,000 | +4.3% | 34,454 | 0.0% | 0.15% | +0.7% | |
| MSFT | Buy | MICROSOFT CORP | $446,000 | +126.4% | 3,778 | +119.1% | 0.14% | +119.4% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $388,000 | -11.4% | 7,603 | -11.8% | 0.12% | -14.5% |
| DG | Sell | DOLLAR GEN CORP NEW | $388,000 | -15.1% | 3,250 | -22.3% | 0.12% | -18.1% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $355,000 | – | 5,240 | +100.0% | 0.11% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $308,000 | -82.0% | 1,090 | -81.5% | 0.09% | -82.6% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $310,000 | -20.7% | 3,624 | -19.3% | 0.09% | -23.6% |
| NXP | Buy | NUVEEN SELECT TAX FREE INCMsh ben int | $299,000 | +19.6% | 20,410 | +13.5% | 0.09% | +15.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $285,000 | -84.0% | 3,107 | -83.4% | 0.09% | -84.4% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $284,000 | +42.7% | 7,511 | +41.9% | 0.09% | +36.5% |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $256,000 | -1.9% | 9,740 | -9.9% | 0.08% | -4.9% |
| FCN | Buy | FTI CONSULTING INC | $250,000 | +98.4% | 3,251 | +88.4% | 0.08% | +90.0% |
| UBNT | Sell | UBIQUITI NETWORKS INC | $244,000 | -15.3% | 1,632 | -44.0% | 0.07% | -18.7% |
| BA | Buy | BOEING CO | $236,000 | +218.9% | 619 | +209.5% | 0.07% | +213.0% |
| NVR | Sell | NVR INC | $232,000 | +6.9% | 84 | -4.5% | 0.07% | +4.4% |
| NFLX | Buy | NETFLIX INC | $220,000 | +378.3% | 618 | +406.6% | 0.07% | +378.6% |
| MMM | Sell | 3M CO | $206,000 | -11.2% | 991 | -10.2% | 0.06% | -13.7% |
| CAT | Buy | CATERPILLAR INC DEL | $205,000 | +169.7% | 1,513 | +202.6% | 0.06% | +158.3% |
| VBND | Buy | ETF SER SOLUTIONSvident core us | $191,000 | +46.9% | 3,907 | +42.2% | 0.06% | +41.5% |
| MNRO | New | MONRO INC | $183,000 | – | 2,120 | +100.0% | 0.06% | – |
| ANTM | ANTHEM INC | $183,000 | +5.2% | 636 | 0.0% | 0.06% | +1.8% | |
| SMDV | New | PROSHARES TRruss 2000 divd | $182,000 | – | 3,124 | +100.0% | 0.06% | – |
| AMZN | New | AMAZON COM INC | $182,000 | – | 102 | +100.0% | 0.06% | – |
| LLY | LILLY ELI & CO | $174,000 | +20.8% | 1,340 | 0.0% | 0.05% | +17.8% | |
| XOM | Sell | EXXON MOBIL CORP | $175,000 | -7.9% | 2,160 | -3.3% | 0.05% | -11.7% |
| MCD | Buy | MCDONALDS CORP | $164,000 | +47.7% | 861 | +30.3% | 0.05% | +42.9% |
| CBPX | Sell | CONTINENTAL BLDG PRODS INC | $158,000 | -34.2% | 6,370 | -0.2% | 0.05% | -36.0% |
| VMOT | New | ALPHA ARCHITECT ETF TRval momtm trnd | $154,000 | – | 6,205 | +100.0% | 0.05% | – |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $156,000 | +119.7% | 5,090 | +120.3% | 0.05% | +113.6% |
| GOOG | New | ALPHABET INCcap stk cl c | $138,000 | – | 118 | +100.0% | 0.04% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $138,000 | +3.0% | 2,017 | +0.4% | 0.04% | 0.0% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $137,000 | – | 1,101 | +100.0% | 0.04% | – |
| UIVM | New | USAA ETF TRmsci intl vlu | $137,000 | – | 3,010 | +100.0% | 0.04% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $135,000 | +84.9% | 967 | +83.8% | 0.04% | +78.3% |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $134,000 | – | 2,372 | +100.0% | 0.04% | – |
| TSCO | Sell | TRACTOR SUPPLY CO | $132,000 | -12.0% | 1,351 | -18.2% | 0.04% | -14.9% |
| HD | Buy | HOME DEPOT INC | $120,000 | +84.6% | 623 | +97.2% | 0.04% | +85.0% |
| CVX | Buy | CHEVRON CORP NEW | $123,000 | +15.0% | 997 | +13.6% | 0.04% | +8.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $118,000 | +1.7% | 989 | -1.6% | 0.04% | 0.0% |
| SMSI | New | SMITH MICRO SOFTWARE INC | $119,000 | – | 42,500 | +100.0% | 0.04% | – |
| INVA | New | INNOVIVA INC | $115,000 | – | 8,217 | +100.0% | 0.04% | – |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $108,000 | +315.4% | 688 | +343.9% | 0.03% | +312.5% |
| NVDA | Buy | NVIDIA CORP | $108,000 | +1700.0% | 600 | +2900.0% | 0.03% | +1550.0% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $107,000 | +2.9% | 827 | +11.6% | 0.03% | 0.0% |
| DVY | Buy | ISHARES TRselect divid etf | $107,000 | +37.2% | 1,094 | +39.5% | 0.03% | +32.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $108,000 | +92.9% | 2,545 | +86.0% | 0.03% | +83.3% |
| STPZ | PIMCO ETF TR1-5 us tip idx | $97,000 | +1.0% | 1,869 | 0.0% | 0.03% | 0.0% | |
| DWDP | Buy | DOWDUPONT INC | $99,000 | +3.1% | 1,853 | +24.7% | 0.03% | 0.0% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $98,000 | -8.4% | 1,211 | -11.2% | 0.03% | -11.8% |
| RTN | Buy | RAYTHEON CO | $95,000 | +131.7% | 524 | +166.0% | 0.03% | +123.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $94,000 | -50.8% | 933 | -44.9% | 0.03% | -51.7% |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $95,000 | – | 1,304 | +100.0% | 0.03% | – |
| HON | Buy | HONEYWELL INTL INC | $88,000 | +109.5% | 551 | +120.4% | 0.03% | +107.7% |
| SCHW | Sell | THE CHARLES SCHWAB CORPORATI | $90,000 | -62.5% | 2,104 | -56.9% | 0.03% | -64.0% |
| AMED | New | AMEDISYS INC | $89,000 | – | 726 | +100.0% | 0.03% | – |
| T | Buy | AT&T INC | $79,000 | +113.5% | 2,504 | +128.5% | 0.02% | +100.0% |
| IJR | New | ISHARES TRcore s&p scp etf | $75,000 | – | 978 | +100.0% | 0.02% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $77,000 | +32.8% | 738 | +5.1% | 0.02% | +27.8% |
| PEP | Buy | PEPSICO INC | $68,000 | +655.6% | 556 | +612.8% | 0.02% | +600.0% |
| IVV | New | ISHARES TRcore s&p500 etf | $69,000 | – | 244 | +100.0% | 0.02% | – |
| IWP | ISHARES TRrus md cp gr etf | $68,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% | |
| SHW | Sell | SHERWIN WILLIAMS CO | $70,000 | -18.6% | 163 | -13.3% | 0.02% | -22.2% |
| KO | COCA COLA CO | $66,000 | +1.5% | 1,400 | 0.0% | 0.02% | 0.0% | |
| GBF | Sell | ISHARES TRgov/cred bd etf | $59,000 | +1.7% | 522 | -1.7% | 0.02% | 0.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $60,000 | +1.7% | 384 | +4.3% | 0.02% | -5.3% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $58,000 | +34.9% | 547 | +36.1% | 0.02% | +28.6% |
| WFC | Sell | WELLS FARGO CO NEW | $57,000 | -16.2% | 1,179 | -8.9% | 0.02% | -19.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $51,000 | +34.2% | 429 | +33.2% | 0.02% | +33.3% |
| PFE | Buy | PFIZER INC | $54,000 | +671.4% | 1,270 | +746.7% | 0.02% | +700.0% |
| BAC | Sell | BANK AMER CORP | $51,000 | -48.0% | 1,846 | -44.8% | 0.02% | -48.4% |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $50,000 | – | 1,000 | +100.0% | 0.02% | – |
| CSCO | Buy | CISCO SYS INC | $48,000 | +500.0% | 886 | +460.8% | 0.02% | +400.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $46,000 | +1050.0% | 552 | +1004.0% | 0.01% | +1300.0% |
| SAP | Buy | SAP SEspon adr | $44,000 | +76.0% | 385 | +92.5% | 0.01% | +62.5% |
| FMB | New | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $40,000 | – | 750 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO | $38,000 | – | 250 | +100.0% | 0.01% | – |
| COP | Buy | CONOCOPHILLIPS | $40,000 | +400.0% | 600 | +500.0% | 0.01% | +300.0% |
| DZSI | Buy | DASAN ZHONE SOLUTIONS INC | $39,000 | -7.1% | 3,610 | +22.0% | 0.01% | -7.7% |
| CRBN | Buy | ISHARES TRmsci lw crb tg | $39,000 | +30.0% | 333 | +34.8% | 0.01% | +33.3% |
| SHE | Buy | SPDR SER TRssga gnder etf | $37,000 | +23.3% | 526 | +33.8% | 0.01% | +22.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $35,000 | -97.5% | 467 | -97.5% | 0.01% | -97.5% |
| ESGD | Buy | ISHARES TResg msci eafe | $37,000 | +27.6% | 591 | +36.5% | 0.01% | +22.2% |
| IUSG | ISHARES TRcore s&p us gwt | $32,000 | -3.0% | 532 | 0.0% | 0.01% | 0.0% | |
| GILD | New | GILEAD SCIENCES INC | $33,000 | – | 504 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP | $33,000 | – | 607 | +100.0% | 0.01% | – |
| ZBH | ZIMMER BIOMET HLDGS INC | $28,000 | -3.4% | 218 | 0.0% | 0.01% | 0.0% | |
| IOO | ISHARES TRglobal 100 etf | $29,000 | -3.3% | 610 | 0.0% | 0.01% | 0.0% | |
| SCI | Sell | SERVICE CORP INTL | $28,000 | -55.6% | 708 | -50.2% | 0.01% | -55.0% |
| CW | New | CURTISS WRIGHT CORP | $31,000 | – | 275 | +100.0% | 0.01% | – |
| AFL | New | AFLAC INC | $30,000 | – | 606 | +100.0% | 0.01% | – |
| GE | Sell | GENERAL ELECTRIC CO | $25,000 | -19.4% | 2,520 | -8.0% | 0.01% | -20.0% |
| ADBE | ADOBE INC | $26,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $26,000 | – | 1,000 | +100.0% | 0.01% | – |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $25,000 | +4.2% | 423 | -6.8% | 0.01% | 0.0% |
| USAT | New | USA TECHNOLOGIES INC | $25,000 | – | 6,000 | +100.0% | 0.01% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC | $27,000 | -93.5% | 108 | -93.1% | 0.01% | -93.8% |
| AXP | New | AMERICAN EXPRESS CO | $26,000 | – | 236 | +100.0% | 0.01% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $27,000 | – | 100 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $24,000 | – | 247 | +100.0% | 0.01% | – |
| AGN | Sell | ALLERGAN PLC | $22,000 | -95.0% | 150 | -93.5% | 0.01% | -94.9% |
| RHT | RED HAT INC | $23,000 | +35.3% | 126 | 0.0% | 0.01% | +40.0% | |
| ONB | OLD NATL BANCORP IND | $23,000 | -17.9% | 1,429 | 0.0% | 0.01% | -22.2% | |
| MSI | MOTOROLA SOLUTIONS INC | $24,000 | +9.1% | 172 | 0.0% | 0.01% | 0.0% | |
| TGT | New | TARGET CORP | $24,000 | – | 300 | +100.0% | 0.01% | – |
| CELG | Buy | CELGENE CORP | $24,000 | +500.0% | 250 | +400.0% | 0.01% | +600.0% |
| CDW | CDW CORP | $24,000 | +9.1% | 250 | 0.0% | 0.01% | 0.0% | |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $22,000 | – | 121 | +100.0% | 0.01% | – |
| WYNN | New | WYNN RESORTS LTD | $24,000 | – | 201 | +100.0% | 0.01% | – |
| NVO | New | NOVO-NORDISK A Sadr | $21,000 | – | 400 | +100.0% | 0.01% | – |
| PCG | PG&E CORP | $21,000 | -61.1% | 1,171 | 0.0% | 0.01% | -64.7% | |
| PNC | PNC FINL SVCS GROUP INC | $19,000 | -9.5% | 156 | 0.0% | 0.01% | -14.3% | |
| BP | Buy | BP PLCsponsored adr | $19,000 | +280.0% | 425 | +325.0% | 0.01% | +200.0% |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $19,000 | +5.6% | 236 | 0.0% | 0.01% | 0.0% | |
| ABT | ABBOTT LABS | $21,000 | +10.5% | 260 | 0.0% | 0.01% | 0.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $20,000 | 0.0% | 227 | -1.3% | 0.01% | 0.0% |
| GAIA | New | GAIA INC NEWcl a | $19,000 | – | 2,070 | +100.0% | 0.01% | – |
| VLO | New | VALERO ENERGY CORP NEW | $20,000 | – | 237 | +100.0% | 0.01% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $17,000 | – | 575 | +100.0% | 0.01% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $15,000 | +36.4% | 169 | +27.1% | 0.01% | +66.7% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $17,000 | +21.4% | 50 | +31.6% | 0.01% | +25.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $18,000 | +20.0% | 154 | +24.2% | 0.01% | 0.0% |
| ANSS | ANSYS INC | $18,000 | -5.3% | 100 | 0.0% | 0.01% | -16.7% | |
| ZTS | Sell | ZOETIS INCcl a | $16,000 | -36.0% | 156 | -42.4% | 0.01% | -37.5% |
| ESGE | Buy | ISHARES INCesg msci em etf | $18,000 | +28.6% | 524 | +27.2% | 0.01% | +25.0% |
| UBS | New | UBS GROUP AG | $16,000 | – | 1,309 | +100.0% | 0.01% | – |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $15,000 | +7.1% | 1,132 | 0.0% | 0.01% | +25.0% | |
| ORCL | ORACLE CORP | $17,000 | +6.2% | 315 | 0.0% | 0.01% | 0.0% | |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $17,000 | – | 400 | +100.0% | 0.01% | – |
| ITOT | ISHARES TRcore s&p ttl stk | $15,000 | 0.0% | 230 | 0.0% | 0.01% | 0.0% | |
| CINF | Buy | CINCINNATI FINL CORP | $17,000 | +112.5% | 199 | +99.0% | 0.01% | +66.7% |
| YUM | YUM BRANDS INC | $14,000 | +16.7% | 137 | 0.0% | 0.00% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $14,000 | -6.7% | 222 | 0.0% | 0.00% | -20.0% | |
| C | CITIGROUP INC | $14,000 | -12.5% | 217 | 0.0% | 0.00% | -20.0% | |
| GOOGL | New | ALPHABET INCcap stk cl a | $14,000 | – | 12 | +100.0% | 0.00% | – |
| BDX | BECTON DICKINSON & CO | $13,000 | -7.1% | 54 | 0.0% | 0.00% | 0.0% | |
| BWA | New | BORGWARNER INC | $12,000 | – | 300 | +100.0% | 0.00% | – |
| MPLX | New | MPLX LP | $14,000 | – | 438 | +100.0% | 0.00% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $12,000 | – | 60 | +100.0% | 0.00% | – |
| ETN | Sell | EATON CORP PLC | $10,000 | -50.0% | 119 | -49.1% | 0.00% | -50.0% |
| CVS | CVS HEALTH CORP | $10,000 | -28.6% | 180 | 0.0% | 0.00% | -25.0% | |
| F | FORD MTR CO DEL | $10,000 | 0.0% | 1,099 | 0.0% | 0.00% | 0.0% | |
| SLB | New | SCHLUMBERGER LTD | $11,000 | – | 253 | +100.0% | 0.00% | – |
| WMB | WILLIAMS COS INC DEL | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% | |
| LOW | LOWES COS INC | $9,000 | -10.0% | 83 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $9,000 | -25.0% | 133 | 0.0% | 0.00% | -25.0% | |
| FB | Sell | FACEBOOK INCcl a | $11,000 | -50.0% | 65 | -51.9% | 0.00% | -57.1% |
| IXUS | ISHARES TRcore msci total | $10,000 | -9.1% | 175 | 0.0% | 0.00% | 0.0% | |
| IDXX | Sell | IDEXX LABS INC | $9,000 | -52.6% | 40 | -47.4% | 0.00% | -50.0% |
| BFB | New | BROWN FORMAN CORPcl b | $10,000 | – | 180 | +100.0% | 0.00% | – |
| HAS | Sell | HASBRO INC | $9,000 | -93.4% | 100 | -92.3% | 0.00% | -93.0% |
| HEAR | New | TURTLE BEACH CORP | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $10,000 | -64.3% | 58 | -58.6% | 0.00% | -66.7% |
| HBI | Sell | HANESBRANDS INC | $9,000 | -35.7% | 512 | -32.6% | 0.00% | -25.0% |
| PSX | PHILLIPS 66 | $11,000 | -15.4% | 119 | 0.0% | 0.00% | -25.0% | |
| ET | New | ENERGY TRANSFER LP | $11,000 | – | 720 | +100.0% | 0.00% | – |
| GM | Sell | GENERAL MTRS CO | $9,000 | 0.0% | 247 | -12.4% | 0.00% | 0.0% |
| SH | New | PROSHARES TRshort s&p 500 ne | $10,000 | – | 350 | +100.0% | 0.00% | – |
| TECH | New | BIO TECHNE CORP | $10,000 | – | 50 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $7,000 | – | 353 | +100.0% | 0.00% | – |
| PPR | Buy | VOYA PRIME RATE TRsh ben int | $5,000 | +150.0% | 1,000 | +100.0% | 0.00% | +100.0% |
| WMT | WALMART INC | $8,000 | 0.0% | 80 | 0.0% | 0.00% | -33.3% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $7,000 | -98.8% | 150 | -97.8% | 0.00% | -98.9% |
| APTV | APTIV PLC | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| PCAR | New | PACCAR INC | $7,000 | – | 102 | +100.0% | 0.00% | – |
| PETS | PETMED EXPRESS INC | $5,000 | -28.6% | 200 | 0.0% | 0.00% | 0.0% | |
| RWM | Sell | PROSHARES TRshrt russell2000 | $8,000 | -99.2% | 200 | -99.3% | 0.00% | -99.4% |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $6,000 | 0.0% | 1,939 | 0.0% | 0.00% | 0.0% | |
| GLD | Sell | SPDR GOLD TRUST | $7,000 | -99.2% | 56 | -99.3% | 0.00% | -99.3% |
| FRME | FIRST MERCHANTS CORP | $6,000 | -25.0% | 172 | 0.0% | 0.00% | -33.3% | |
| SPLB | Sell | SPDR SERIES TRUSTportfolio ln cor | $8,000 | -100.0% | 312 | -100.0% | 0.00% | -100.0% |
| DTE | DTE ENERGY CO | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| DBEM | Sell | DBX ETF TRxtrack msci emrg | $5,000 | -97.8% | 200 | -97.9% | 0.00% | -97.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $7,000 | -30.0% | 48 | -23.8% | 0.00% | -33.3% |
| MMC | MARSH & MCLENNAN COS INC | $5,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $7,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| BURG | New | CHANTICLEER HLDGS INC | $6,000 | – | 3,350 | +100.0% | 0.00% | – |
| X | Buy | UNITED STATES STL CORP NEW | $6,000 | – | 306 | +5000.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $5,000 | – | 580 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $3,000 | – | 77 | +100.0% | 0.00% | – |
| RWR | New | SPDR SERIES TRUSTdj reit etf | $2,000 | – | 17 | +100.0% | 0.00% | – |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $3,000 | – | 94 | +9300.0% | 0.00% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $2,000 | – | 41 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $2,000 | – | 41 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $3,000 | – | 51 | +100.0% | 0.00% | – |
| CSQ | CALAMOS STRATEGIC TOTL RETN | $3,000 | 0.0% | 223 | 0.0% | 0.00% | 0.0% | |
| LEVI | New | LEVI STRAUSS & CO NEW | $4,000 | – | 173 | +100.0% | 0.00% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $3,000 | – | 43 | +100.0% | 0.00% | – |
| SDS | Sell | PROSHARES TRultrashrt s&p500 | $2,000 | 0.0% | 50 | -33.3% | 0.00% | 0.0% |
| CF | New | CF INDS HLDGS INC | $4,000 | – | 86 | +100.0% | 0.00% | – |
| HPQ | HP INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $2,000 | -87.5% | 100 | -90.1% | 0.00% | -80.0% |
| HII | HUNTINGTON INGALLS INDS INC | $2,000 | -33.3% | 11 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUSTishares | $3,000 | +50.0% | 180 | 0.0% | 0.00% | 0.0% | |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $3,000 | – | 21 | +100.0% | 0.00% | – |
| BHK | Sell | BLACKROCK CORE BD TR | $2,000 | -99.7% | 132 | -99.7% | 0.00% | -99.5% |
| UAA | UNDER ARMOUR INCcl a | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MO | New | ALTRIA GROUP INC | $3,000 | – | 58 | +100.0% | 0.00% | – |
| QQQ | INVESCO QQQ TRunit ser 1 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $2,000 | -33.3% | 82 | -33.3% | 0.00% | 0.0% |
| GRMN | New | GARMIN LTD | $4,000 | – | 52 | +100.0% | 0.00% | – |
| YUMC | YUM CHINA HLDGS INC | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| AOBC | AMERICAN OUTDOOR BRANDS CORP | $3,000 | -40.0% | 300 | 0.0% | 0.00% | -50.0% | |
| KEY | KEYCORP NEW | $4,000 | -20.0% | 265 | 0.0% | 0.00% | -50.0% | |
| JNPR | JUNIPER NETWORKS INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FXI | New | ISHARES TRchina lg-cap etf | $3,000 | – | 74 | +100.0% | 0.00% | – |
| SPSM | Sell | SPDR SER TRportfolio sm etf | $4,000 | -99.9% | 136 | -99.9% | 0.00% | -100.0% |
| CIA | New | CITIZENS INCcl a | $2,000 | – | 334 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL RLTY TR INC | $3,000 | – | 27 | +100.0% | 0.00% | – |
| DLPH | DELPHI TECHNOLOGIES PLC | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| SMIN | New | ISHARES TRmsci india sm cp | $0 | – | 7 | +100.0% | 0.00% | – |
| ENZL | ISHARES TRnew zealand etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| KHC | New | KRAFT HEINZ CO | $1,000 | – | 40 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $0 | – | 18 | +100.0% | 0.00% | – |
| MNST | MONSTER BEVERAGE CORP NEW | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| EWH | ISHARES INCmsci hong kg etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| EWD | ISHARES INCmsci sweden etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| EWL | ISHARES INCmsci switzerland | $0 | – | 1 | 0.0% | 0.00% | – | |
| NBB | NUVEEN TAXABLE MUNICPL INCM | $0 | – | 2 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC | $0 | – | 25 | +100.0% | 0.00% | – |
| FOXF | FOX FACTORY HLDG CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| PRU | PRUDENTIAL FINL INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| FTSL | Sell | FIRST TR EXCHANGE TRADED FDsenior ln fd | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| REZI | New | RESIDEO TECHNOLOGIES INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $1,000 | – | 30 | +100.0% | 0.00% | – |
| JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $0 | -100.0% | 2 | -93.1% | 0.00% | – |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | – | 3 | 0.0% | 0.00% | – | |
| ZIVZF | CREDIT SUISSE NASSAU BRHinvrs vix mdterm | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| PSF | COHEN & STEERS SLT PFD INCM | $0 | – | 4 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| TEN | TENNECO INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ASM | AVINO SILVER & GOLD MINES LT | $0 | – | 142 | 0.0% | 0.00% | – | |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| VRTV | VERITIV CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| WAB | New | WABTEC CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| DON | WISDOMTREE TRus midcap divid | $0 | – | 3 | 0.0% | 0.00% | – | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $0 | – | 1 | 0.0% | 0.00% | – | |
| AUY | YAMANA GOLD INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| AMLP | ALPS ETF TRalerian mlp | $0 | – | 16 | 0.0% | 0.00% | – | |
| USO | Exit | UNITED STATES OIL FUND LPunits | $0 | – | -50 | -100.0% | 0.00% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -7 | -100.0% | 0.00% | – |
| DBA | Exit | INVESCO DB MLTI SECTR CMMTYagriculture fd | $0 | – | -87 | -100.0% | 0.00% | – |
| DBB | Exit | INVESCO DB MLTI SECTR CMMTYbase metals fd | $0 | – | -135 | -100.0% | -0.00% | – |
| GMWSB | Exit | GENERAL MTRS CO*w exp 07/10/201 | $0 | – | -163 | -100.0% | -0.00% | – |
| BKNG | Exit | BOOKING HLDGS INC | $0 | – | -2 | -100.0% | -0.00% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -50 | -100.0% | -0.00% | – |
| VXX | Exit | BARCLAYS BK PLCipath s&p500 vix | $0 | – | -125 | -100.0% | -0.00% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODS INC | $0 | – | -73 | -100.0% | -0.00% | – |
| PFG | Exit | PRINCIPAL FINL GROUP INC | $0 | – | -50 | -100.0% | -0.00% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -52 | -100.0% | -0.00% | – |
| KMIPRA | Exit | KINDER MORGAN INC DELpfd ser a | $0 | – | -195 | -100.0% | -0.00% | – |
| BCSPRDCL | Exit | BARCLAYS BANK PLCadr pfd sr 5 | $0 | – | -320 | -100.0% | -0.00% | – |
| NUSC | Exit | NUSHARES ETF TResg small cap | $0 | – | -341 | -100.0% | -0.00% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -29 | -100.0% | -0.00% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -121 | -100.0% | -0.00% | – |
| FMC | Exit | F M C CORP | $0 | – | -166 | -100.0% | -0.00% | – |
| BLKB | Exit | BLACKBAUD INC | $0 | – | -167 | -100.0% | -0.01% | – |
| RPAI | Exit | RETAIL PPTYS AMER INCcl a | $0 | – | -1,252 | -100.0% | -0.01% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -800 | -100.0% | -0.01% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -625 | -100.0% | -0.01% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -349 | -100.0% | -0.01% | – |
| SRCE | Exit | 1ST SOURCE CORP | $0 | – | -1,085 | -100.0% | -0.02% | – |
| VVC | Exit | VECTREN CORP | $0 | – | -1,000 | -100.0% | -0.02% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -1,169 | -100.0% | -0.03% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -833 | -100.0% | -0.04% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -1,173 | -100.0% | -0.06% | – |
| CMA | Exit | COMERICA INC | $0 | – | -2,019 | -100.0% | -0.06% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -1,844 | -100.0% | -0.12% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -1,278 | -100.0% | -0.12% | – |
| CME | Exit | CME GROUP INC | $0 | – | -2,310 | -100.0% | -0.12% | – |
| SMAR | Exit | SMARTSHEET INC | $0 | – | -12,591 | -100.0% | -0.12% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -1,091 | -100.0% | -0.13% | – |
| GRUB | Exit | GRUBHUB INC | $0 | – | -2,960 | -100.0% | -0.13% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -5,030 | -100.0% | -0.14% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -2,497 | -100.0% | -0.15% | – |
| WMWXF | Exit | DEUTSCHE BK AG LONDONele morn ttl22 | $0 | – | -14,629 | -100.0% | -0.15% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -2,203 | -100.0% | -0.16% | – |
| QYLD | Exit | HORIZONS ETF TR Ihorizons nasdaq | $0 | – | -33,077 | -100.0% | -0.26% | – |
| FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -13,048 | -100.0% | -0.30% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -25,835 | -100.0% | -0.68% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -33,536 | -100.0% | -1.46% | – |
| ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -186,749 | -100.0% | -1.84% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -62,037 | -100.0% | -3.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 34 | Q3 2023 | 8.2% |
| APPLE INC | 34 | Q3 2023 | 4.5% |
| CHURCH & DWIGHT INC | 34 | Q3 2023 | 4.4% |
| DANAHER CORPORATION | 34 | Q3 2023 | 3.1% |
| FIRST TR EXCHANGE TRADED FD | 33 | Q3 2023 | 6.2% |
| DOLLAR GEN CORP NEW | 32 | Q3 2023 | 3.1% |
| FIRST TR EXCH TRADED FD III | 31 | Q3 2023 | 1.4% |
| ISHARES TR | 30 | Q3 2022 | 16.2% |
| HASBRO INC | 30 | Q3 2022 | 2.6% |
| VANGUARD INDEX FDS | 30 | Q3 2022 | 1.0% |
View Financial Enhancement Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-18 |
| 13F-HR | 2022-01-28 |
View Financial Enhancement Group 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.