$274 Million is the total value of Roble, Belko & Company, Inc's 328 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 6.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDS TOTAL STK MKTetf | $41,783,000 | +7.4% | 279,204 | +0.8% | 15.24% | +2.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX ALLWRLD EX USetf | $26,647,000 | +1.0% | 511,942 | +0.6% | 9.72% | -3.3% |
| VXUS | Buy | VANGUARD STAR FD VG TL INTL STKetf | $17,668,000 | +1.8% | 327,181 | +1.9% | 6.44% | -2.6% |
| SPY | Sell | SPDR S&P 500 ETF TRetf | $16,452,000 | +5.9% | 56,592 | -1.2% | 6.00% | +1.4% |
| SCHB | Buy | SCHWAB STRATEGIC TR US BRD MKT ETFetf | $14,423,000 | +10.9% | 204,900 | +3.9% | 5.26% | +6.1% |
| VTIP | Buy | VANGUARD MALVERN FDSetf | $11,319,000 | +4.4% | 234,004 | +5.4% | 4.13% | -0.0% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FD FTSE DEV MKTetf | $10,237,000 | -1.2% | 236,587 | -2.1% | 3.73% | -5.4% |
| NEAR | Sell | ISHARES U S ETF TR SHT MAT BDetf | $9,997,000 | -5.8% | 199,201 | -5.9% | 3.65% | -9.8% |
| XLK | Sell | SELECT SECTOR SPDR TR TECHNOLOGYetf | $9,878,000 | +8.3% | 131,125 | -0.1% | 3.60% | +3.7% |
| MINT | Sell | PIMCO ETF TR ENHAN SHRT MA ACetf | $9,758,000 | -6.2% | 96,029 | -6.3% | 3.56% | -10.2% |
| VYM | Sell | VANGUARD WHITEHALL FDS INC HIGH DIV YLDetf | $8,864,000 | +4.4% | 101,781 | -0.5% | 3.23% | -0.1% |
| IWF | ISHARES TR RUS 1000 GRW ETFetf | $8,559,000 | +8.5% | 54,873 | 0.0% | 3.12% | +3.8% | |
| TYG | Buy | TORTOISE ENERGY INFRA CORP | $7,003,000 | +7.0% | 260,058 | +6.0% | 2.55% | +2.4% |
| FLOT | ISHARES TRetf | $6,851,000 | +16.9% | 114,946 | 0.0% | 2.50% | +11.9% | |
| IWV | ISHARES TR RUSSELL 3000 ETFetf | $6,746,000 | +6.0% | 39,208 | 0.0% | 2.46% | +1.5% | |
| OEF | Buy | ISHARES TR S&P 100 ETFetf | $5,942,000 | +9.2% | 45,840 | +0.8% | 2.17% | +4.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETFetf | $5,177,000 | +0.9% | 126,262 | +3.8% | 1.89% | -3.4% |
| FLRN | SPDR SER TR BLOMBERG BRC INVetf | $4,405,000 | +14583.3% | 975 | 0.0% | 1.61% | +14500.0% | |
| ITOT | Buy | ISHARES TR CORE S&P TTL STKetf | $4,327,000 | +11.4% | 64,938 | +4.6% | 1.58% | +6.7% |
| EFA | ISHARES TR MSCI EAFE ETFetf | $2,949,000 | +1.5% | 43,370 | 0.0% | 1.08% | -2.8% | |
| ACWX | ISHARES TR MSCI ACWI EX USetf | $2,930,000 | +0.9% | 61,439 | 0.0% | 1.07% | -3.3% | |
| VNQ | Buy | VANGUARD INDEX FDS REIT ETFetf | $2,825,000 | -0.9% | 35,017 | +0.0% | 1.03% | -5.2% |
| SDY | Sell | SPDR SERIES TRUST S&P DIVIDetf | $2,797,000 | +2.0% | 28,558 | -3.4% | 1.02% | -2.4% |
| VGSH | New | VANGUARD SCOTTSDALE FDS SHORT TERM TREASetf | $2,701,000 | – | 45,210 | +100.0% | 0.98% | – |
| BXMT | Buy | BLACKSTONE MTG TR INC | $2,279,000 | +6.6% | 68,008 | +0.0% | 0.83% | +2.1% |
| DBEF | Sell | DBX TR XTRAK MSCI EAFEetf | $2,213,000 | -10.7% | 68,418 | -13.3% | 0.81% | -14.5% |
| STWD | Buy | STARWOOD PPTY TR INC | $2,124,000 | -0.8% | 98,687 | +0.0% | 0.78% | -5.0% |
| IXUS | ISHARES TR CORE MSCI TOTALetf | $2,052,000 | +105.4% | 16,612 | 0.0% | 0.75% | +96.3% | |
| SCHF | Sell | SCHWAB STRATEGIC TR INTL EQTY ETFetf | $1,742,000 | -0.4% | 51,942 | -1.8% | 0.64% | -4.7% |
| AMLP | ALPS ETF TR ALERIANmlp | $1,563,000 | +5.8% | 146,317 | 0.0% | 0.57% | +1.2% | |
| IWB | ISHARES TR RUS 1000 ETFetf | $1,442,000 | +6.3% | 8,920 | 0.0% | 0.53% | +1.7% | |
| IVE | ISHARES TR S&P 500 VAL ETFetf | $1,268,000 | +5.2% | 10,945 | 0.0% | 0.46% | +0.7% | |
| XLV | Sell | SELECT SECTOR SPDR TR SBI HEALTHCAREetf | $1,263,000 | +3.0% | 13,273 | -9.6% | 0.46% | -1.3% |
| AAXJ | ISHARES TR MSCI AC ASIA ETFetf | $1,204,000 | -1.5% | 17,048 | 0.0% | 0.44% | -5.8% | |
| XLP | Sell | SELECT SECTOR SPDR TR SBI CONS STPLSetf | $766,000 | +0.5% | 14,206 | -3.9% | 0.28% | -3.8% |
| EEM | ISHARES TR MSCI EMG MKT ETFetf | $689,000 | -1.0% | 16,057 | 0.0% | 0.25% | -5.3% | |
| VO | VANGUARD INDEX FDS MID CAPetf | $668,000 | +4.0% | 4,071 | 0.0% | 0.24% | -0.4% | |
| VCSH | VANGUARD SHRT TRM CORP BDetf | $530,000 | 0.0% | 6,784 | 0.0% | 0.19% | -4.5% | |
| SCHE | Buy | SCHWAB STRATEGIC TR EMRG MKTEQ ETFetf | $508,000 | -0.6% | 19,757 | +0.1% | 0.18% | -5.1% |
| QQQ | INVESCO QQQ TRetf | $464,000 | -11.1% | 3,042 | 0.0% | 0.17% | -15.1% | |
| UPS | UNITED PARCEL SERVICE INC | $400,000 | +9.9% | 3,424 | 0.0% | 0.15% | +5.0% | |
| FEN | FIRST TR ENERGY INCOME & GRW | $394,000 | -3.2% | 17,729 | 0.0% | 0.14% | -7.1% | |
| IWD | ISHARES TR RUS 1000 VAL ETFetf | $373,000 | +4.5% | 2,945 | 0.0% | 0.14% | 0.0% | |
| IUSV | ISHARES TR CORE S&P VLU ETFetf | $345,000 | +5.2% | 6,114 | 0.0% | 0.13% | +0.8% | |
| IGE | Sell | ISHARES TR NA NAT RESetf | $336,000 | -20.0% | 9,381 | -17.8% | 0.12% | -23.1% |
| ISD | PGIM SHORT DURATION HIGH YIE | $333,000 | +1.8% | 23,350 | 0.0% | 0.12% | -3.2% | |
| MSFT | MICROSOFT CORP | $320,000 | +15.9% | 2,797 | 0.0% | 0.12% | +11.4% | |
| ACN | ACCENTURE PLC IRELAND | $289,000 | +4.0% | 1,700 | 0.0% | 0.10% | -0.9% | |
| AMZN | AMAZON COM INC | $266,000 | +17.7% | 133 | 0.0% | 0.10% | +12.8% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $258,000 | +2.0% | 24,149 | 0.0% | 0.09% | -2.1% | |
| PTVCB | New | PROTECTIVE INS CORP | $252,000 | – | 10,968 | +100.0% | 0.09% | – |
| IBDK | ISHARES TR IBONDS DEC19etf | $251,000 | 0.0% | 10,111 | 0.0% | 0.09% | -4.2% | |
| IBDL | ISHARES TR IBONDS DEC20etf | $247,000 | 0.0% | 9,884 | 0.0% | 0.09% | -4.3% | |
| IBDM | ISHARES TR IBONDS DEC21etf | $246,000 | -0.4% | 10,119 | 0.0% | 0.09% | -4.3% | |
| IBDN | ISHARES TRetf | $242,000 | 0.0% | 9,936 | 0.0% | 0.09% | -4.3% | |
| IBDO | ISHARES TR IBONDS DEC 2023etf | $241,000 | +0.4% | 9,898 | 0.0% | 0.09% | -3.3% | |
| IVW | ISHARES TR S&P 500 GRWT ETFetf | $235,000 | +9.3% | 1,324 | 0.0% | 0.09% | +4.9% | |
| CSCO | CISCO SYS INC | $233,000 | +10.4% | 4,915 | 0.0% | 0.08% | +6.2% | |
| XOM | EXXON MOBIL CORP | $220,000 | -25.9% | 3,587 | 0.0% | 0.08% | -29.2% | |
| AAPL | APPLE INC | $214,000 | +21.6% | 950 | 0.0% | 0.08% | +16.4% | |
| EIM | EATON VANCE MUN BD FD | $213,000 | -2.3% | 18,489 | 0.0% | 0.08% | -6.0% | |
| MO | Sell | ALTRIA GROUP INC | $194,000 | -8.9% | 3,219 | -14.0% | 0.07% | -12.3% |
| PNC | PNC FINL SVCS GROUP INC | $164,000 | +0.6% | 1,207 | 0.0% | 0.06% | -3.2% | |
| PM | PHILIP MORRIS INTL INC | $163,000 | -1.8% | 2,052 | 0.0% | 0.06% | -6.3% | |
| V | VISA INC | $155,000 | +13.1% | 1,033 | 0.0% | 0.06% | +9.6% | |
| TIP | ISHARES TR TIPS BD ETFetf | $147,000 | -2.0% | 1,330 | 0.0% | 0.05% | -5.3% | |
| LULU | LULULEMON ATHLETICA INC | $144,000 | +29.7% | 887 | 0.0% | 0.05% | +26.2% | |
| IJT | ISHARES TR SP SMCP600GR ETFetf | $143,000 | +6.7% | 710 | 0.0% | 0.05% | +2.0% | |
| JNJ | JOHNSON & JOHNSON | $141,000 | +13.7% | 1,021 | 0.0% | 0.05% | +8.5% | |
| FB | FACEBOOK INC | $128,000 | -41.0% | 1,117 | 0.0% | 0.05% | -43.4% | |
| HEFA | Sell | ISHARES TR HDG MSCI EAFEetf | $126,000 | -57.6% | 4,224 | -57.8% | 0.05% | -59.3% |
| NOW | SERVICENOW INC | $124,000 | -22.0% | 924 | 0.0% | 0.04% | -26.2% | |
| IBDP | ISHARES TR IBONDS DEC24etf | $122,000 | +130.2% | 2,201 | 0.0% | 0.04% | +120.0% | |
| MA | MASTERCARD INCORPORATED | $116,000 | +13.7% | 519 | 0.0% | 0.04% | +7.7% | |
| IVV | ISHARES TR CORE S&P500 ETFetf | $113,000 | +6.6% | 387 | 0.0% | 0.04% | +2.5% | |
| ADS | ALLIANCE DATA SYSTEMS CORP | $102,000 | +2.0% | 430 | 0.0% | 0.04% | -2.6% | |
| EFT | EATON VANCE FLTING RATE INC | $101,000 | 0.0% | 6,936 | 0.0% | 0.04% | -2.6% | |
| VIG | VANGUARD SPECIALIZED PORTFOL DIV APPetf | $97,000 | +9.0% | 880 | 0.0% | 0.04% | +2.9% | |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHSetf | $93,000 | +6.9% | 350 | 0.0% | 0.03% | +3.0% | |
| IWN | ISHARES TR RUS 2000 VAL ETFetf | $91,000 | +1.1% | 681 | 0.0% | 0.03% | -2.9% | |
| PEP | PEPSICO INC | $90,000 | +2.3% | 805 | 0.0% | 0.03% | -2.9% | |
| WM | WASTE MGMT INC DEL | $91,000 | +11.0% | 1,003 | 0.0% | 0.03% | +6.5% | |
| IWM | ISHARES TR RUSSELL 2000 ETFetf | $84,000 | +2.4% | 500 | 0.0% | 0.03% | 0.0% | |
| ORCL | ORACLE CORP | $82,000 | +17.1% | 1,600 | 0.0% | 0.03% | +11.1% | |
| BKNG | BOOKING HLDGS INC | $83,000 | -28.4% | 57 | 0.0% | 0.03% | -31.8% | |
| GOOG | ALPHABET INC | $81,000 | +6.6% | 68 | 0.0% | 0.03% | +3.4% | |
| GOOGL | ALPHABET INC | $83,000 | +6.4% | 69 | 0.0% | 0.03% | 0.0% | |
| SRE | SEMPRA ENERGY | $79,000 | -1.2% | 691 | 0.0% | 0.03% | -3.3% | |
| MCD | MCDONALDS CORP | $78,000 | +6.8% | 468 | 0.0% | 0.03% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $73,000 | +7.4% | 486 | 0.0% | 0.03% | +3.8% | |
| TROW | PRICE T ROWE GROUP INC | $72,000 | -6.5% | 660 | 0.0% | 0.03% | -10.3% | |
| EIV | EATON VANCE MUN BD FD II | $70,000 | -2.8% | 6,058 | 0.0% | 0.03% | -3.7% | |
| SPLV | INVESCO S&P500 LOW VOLetf | $71,000 | +4.4% | 1,430 | 0.0% | 0.03% | 0.0% | |
| FDX | FEDEX CORP | $71,000 | +6.0% | 293 | 0.0% | 0.03% | 0.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $69,000 | -1.4% | 5,411 | 0.0% | 0.02% | -7.4% | |
| SLCA | U S SILICA HLDGS INC | $68,000 | -26.1% | 3,600 | 0.0% | 0.02% | -28.6% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $66,000 | +13.8% | 342 | 0.0% | 0.02% | +9.1% | |
| GSK | GLAXOSMITHKLINE PLC | $67,000 | 0.0% | 1,666 | 0.0% | 0.02% | -7.7% | |
| MMM | 3M CO | $63,000 | +6.8% | 300 | 0.0% | 0.02% | +4.5% | |
| HD | HOME DEPOT INC | $64,000 | +6.7% | 308 | 0.0% | 0.02% | 0.0% | |
| PG | PROCTER AND GAMBLE CO | $60,000 | +7.1% | 717 | 0.0% | 0.02% | +4.8% | |
| PFS | PROVIDENT FINL SVCS INC | $56,000 | -9.7% | 2,261 | 0.0% | 0.02% | -16.7% | |
| QRVO | QORVO INC | $55,000 | -3.5% | 713 | 0.0% | 0.02% | -9.1% | |
| VZ | VERIZON COMMUNICATIONS INC | $53,000 | -36.1% | 1,642 | 0.0% | 0.02% | -40.6% | |
| IYW | ISHARES TR U.S. TECH ETFetf | $49,000 | +8.9% | 250 | 0.0% | 0.02% | +5.9% | |
| DVA | DAVITA INC | $46,000 | -47.7% | 1,271 | 0.0% | 0.02% | -50.0% | |
| VT | VANGUARD INTL EQUITY INDEX TT WRLD ST ETFetf | $46,000 | +2.2% | 611 | 0.0% | 0.02% | 0.0% | |
| KO | COCA COLA CO | $46,000 | +4.5% | 1,000 | 0.0% | 0.02% | 0.0% | |
| UL | UNILEVER PLCadr | $44,000 | 0.0% | 804 | 0.0% | 0.02% | -5.9% | |
| MUI | BLACKROCK MUNI INTER DR FD I | $45,000 | -2.2% | 3,478 | 0.0% | 0.02% | -11.1% | |
| BKN | BLACKROCK INVT QUALITY MUN T | $44,000 | -6.4% | 3,321 | 0.0% | 0.02% | -11.1% | |
| BK | BANK NEW YORK MELLON CORP | $40,000 | -4.8% | 785 | 0.0% | 0.02% | -6.2% | |
| VIOO | VANGUARD ADMIRAL FDS INC SMLLCP 600 IDXetf | $40,000 | +5.3% | 250 | 0.0% | 0.02% | +7.1% | |
| BAC | BANK AMER CORP | $42,000 | +5.0% | 1,421 | 0.0% | 0.02% | 0.0% | |
| ABEV | AMBEV SAadr | $38,000 | -2.6% | 8,385 | 0.0% | 0.01% | -6.7% | |
| BGR | BLACKROCK ENERGY & RES TR | $39,000 | -2.5% | 2,647 | 0.0% | 0.01% | -6.7% | |
| XLY | SELECT SECTOR SPDR TR SBI CONS DISCRetf | $38,000 | +8.6% | 323 | 0.0% | 0.01% | +7.7% | |
| STLD | STEEL DYNAMICS INC | $39,000 | -2.5% | 864 | 0.0% | 0.01% | -6.7% | |
| IVOO | VANGUARD ADMIRAL FDS INC MIDCP 400 IDXetf | $38,000 | +2.7% | 280 | 0.0% | 0.01% | 0.0% | |
| CVX | CHEVRON CORP NEW | $39,000 | -4.9% | 322 | 0.0% | 0.01% | -12.5% | |
| HBI | HANESBRANDS INC | $35,000 | -16.7% | 1,890 | 0.0% | 0.01% | -18.8% | |
| NVS | NOVARTIS A Gadr | $35,000 | -53.9% | 1,003 | 0.0% | 0.01% | -55.2% | |
| BLK | BLACKROCK INC | $36,000 | -5.3% | 76 | 0.0% | 0.01% | -7.1% | |
| CE | CELANESE CORP DEL | $35,000 | +2.9% | 310 | 0.0% | 0.01% | 0.0% | |
| MJ | New | ETF MANAGERS TR ETFMG ALTR HRVSTetf | $37,000 | – | 930 | +100.0% | 0.01% | – |
| SWKS | SKYWORKS SOLUTIONS INC | $35,000 | -7.9% | 390 | 0.0% | 0.01% | -7.1% | |
| DAL | DELTA AIR LINES INC DEL | $34,000 | +17.2% | 591 | 0.0% | 0.01% | +9.1% | |
| VB | VANGUARD INDEX FDS SMALL CP ETFetf | $33,000 | +3.1% | 204 | 0.0% | 0.01% | 0.0% | |
| JPM | JPMORGAN CHASE & CO | $34,000 | +6.2% | 304 | 0.0% | 0.01% | 0.0% | |
| L100PS | ARCONIC INC | $30,000 | +30.4% | 1,373 | 0.0% | 0.01% | +22.2% | |
| SCHH | Buy | SCHWAB STRATEGIC TR US REIT ETFetf | $31,000 | 0.0% | 745 | +0.4% | 0.01% | -8.3% |
| SAVE | SPIRIT AIRLS INC | $30,000 | +30.4% | 630 | 0.0% | 0.01% | +22.2% | |
| VPL | VANGUARD INTL EQUITY INDEX FTSE PACIFIC ETFetf | $30,000 | +3.4% | 421 | 0.0% | 0.01% | 0.0% | |
| IJH | ISHARES TR CORE S&P MCP ETFetf | $27,000 | -34.1% | 208 | 0.0% | 0.01% | -37.5% | |
| EA | ELECTRONIC ARTS INC | $28,000 | -56.2% | 456 | 0.0% | 0.01% | -58.3% | |
| AEP | AMERICAN ELEC PWR INC | $27,000 | 0.0% | 386 | 0.0% | 0.01% | 0.0% | |
| ETY | EATON VANCE TX MGD DIV EQ IN | $28,000 | +7.7% | 2,168 | 0.0% | 0.01% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $27,000 | +8.0% | 104 | 0.0% | 0.01% | 0.0% | |
| EFV | ISHARES TR EAFE VALUEetf | $27,000 | 0.0% | 529 | 0.0% | 0.01% | 0.0% | |
| MOMO | MOMO INCadr | $25,000 | 0.0% | 577 | 0.0% | 0.01% | -10.0% | |
| WFC | WELLS FARGO & CO NEW | $25,000 | -3.8% | 473 | 0.0% | 0.01% | -10.0% | |
| CVS | CVS HEALTH CORP | $24,000 | +26.3% | 300 | 0.0% | 0.01% | +28.6% | |
| EFX | EQUIFAX INC | $24,000 | -48.9% | 376 | 0.0% | 0.01% | -50.0% | |
| VFH | VANGUARD WORLD FDS FINANCIALSetf | $25,000 | +25.0% | 294 | 0.0% | 0.01% | +12.5% | |
| VGT | VANGUARD WORLD FDS INF TECHetf | $25,000 | +8.7% | 125 | 0.0% | 0.01% | 0.0% | |
| IJR | ISHARES TR CORE S&P SCP ETFetf | $25,000 | +4.2% | 284 | 0.0% | 0.01% | 0.0% | |
| IGA | VOYA GLBL ADV & PREM OPP FD | $26,000 | -3.7% | 2,310 | 0.0% | 0.01% | -10.0% | |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQetf | $24,000 | +41.2% | 345 | 0.0% | 0.01% | +50.0% | |
| ETN | EATON CORP PLC | $26,000 | +18.2% | 300 | 0.0% | 0.01% | +12.5% | |
| HDV | ISHARES TR CORE HIGH DV ETFetf | $22,000 | +10.0% | 238 | 0.0% | 0.01% | 0.0% | |
| BIIB | BIOGEN INC | $21,000 | +23.5% | 60 | 0.0% | 0.01% | +33.3% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $21,000 | 0.0% | 270 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCadr | $21,000 | +16.7% | 520 | 0.0% | 0.01% | +14.3% | |
| VEEV | VEEVA SYS INC | $22,000 | +46.7% | 201 | 0.0% | 0.01% | +33.3% | |
| BURL | BURLINGTON STORES INC | $23,000 | +4.5% | 143 | 0.0% | 0.01% | 0.0% | |
| BPK | BLACKROCK MUNI 2018 TERM TR | $23,000 | 0.0% | 1,554 | 0.0% | 0.01% | -11.1% | |
| BAF | BLACKROCK MUNI INCOME INV QL | $22,000 | -8.3% | 1,732 | 0.0% | 0.01% | -11.1% | |
| ABBV | ABBVIE INC | $23,000 | 0.0% | 243 | 0.0% | 0.01% | -11.1% | |
| GE | GENERAL ELECTRIC CO | $22,000 | -15.4% | 1,925 | 0.0% | 0.01% | -20.0% | |
| GLD | SPDR GOLD TRUSTetf | $20,000 | -4.8% | 176 | 0.0% | 0.01% | -12.5% | |
| WY | WEYERHAEUSER CO | $20,000 | -13.0% | 620 | 0.0% | 0.01% | -22.2% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $20,000 | +5.3% | 205 | 0.0% | 0.01% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $20,000 | 0.0% | 1,355 | 0.0% | 0.01% | -12.5% | |
| BMY | BRISTOL MYERS SQUIBB CO | $19,000 | +11.8% | 310 | 0.0% | 0.01% | +16.7% | |
| BOE | BLACKROCK GLOBAL OPP EQTY TR | $20,000 | 0.0% | 1,820 | 0.0% | 0.01% | -12.5% | |
| UTX | UNITED TECHNOLOGIES CORP | $18,000 | +12.5% | 128 | 0.0% | 0.01% | +16.7% | |
| CELG | CELGENE CORP | $19,000 | +11.8% | 211 | 0.0% | 0.01% | +16.7% | |
| NOMD | NOMAD FOODS LTD | $18,000 | +5.9% | 896 | 0.0% | 0.01% | +16.7% | |
| WMT | WAL-MART STORES INC | $19,000 | +11.8% | 198 | 0.0% | 0.01% | +16.7% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDadr | $19,000 | +26.7% | 420 | 0.0% | 0.01% | +16.7% | |
| STI | SUNTRUST BKS INC | $17,000 | +6.2% | 248 | 0.0% | 0.01% | 0.0% | |
| TMUS | T MOBILE US INC | $16,000 | +14.3% | 230 | 0.0% | 0.01% | +20.0% | |
| NOC | NORTHROP GRUMMAN CORP | $17,000 | 0.0% | 54 | 0.0% | 0.01% | 0.0% | |
| KMT | KENNAMETAL INC | $17,000 | +21.4% | 400 | 0.0% | 0.01% | +20.0% | |
| PAYC | PAYCOM SOFTWARE INC | $16,000 | +60.0% | 102 | 0.0% | 0.01% | +50.0% | |
| UNP | UNION PAC CORP | $16,000 | +14.3% | 96 | 0.0% | 0.01% | +20.0% | |
| STAG | STAG INDL INC | $17,000 | 0.0% | 629 | 0.0% | 0.01% | 0.0% | |
| SEE | SEALED AIR CORP | $17,000 | -5.6% | 415 | 0.0% | 0.01% | -14.3% | |
| MCHP | MICROCHIP TECHNOLOGY INC | $16,000 | -15.8% | 204 | 0.0% | 0.01% | -14.3% | |
| NFJ | ALLIANZGI NFJ DIVID INT & PR | $16,000 | +6.7% | 1,213 | 0.0% | 0.01% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LT | $17,000 | +21.4% | 146 | 0.0% | 0.01% | +20.0% | |
| DIS | DISNEY WALT CO | $13,000 | +8.3% | 114 | 0.0% | 0.01% | 0.0% | |
| VVV | VALVOLINE INC | $14,000 | 0.0% | 635 | 0.0% | 0.01% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $14,000 | +16.7% | 202 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP | $13,000 | +8.3% | 129 | 0.0% | 0.01% | 0.0% | |
| DWDP | DOWDUPONT INC | $13,000 | 0.0% | 201 | 0.0% | 0.01% | 0.0% | |
| DOFSQ | DIAMOND OFFSHORE DRILLING IN | $14,000 | -6.7% | 720 | 0.0% | 0.01% | -16.7% | |
| GLW | CORNING INC | $14,000 | +27.3% | 390 | 0.0% | 0.01% | +25.0% | |
| C | CITIGROUP INC | $15,000 | +7.1% | 208 | 0.0% | 0.01% | 0.0% | |
| CRUS | CIRRUS LOGIC INC | $13,000 | 0.0% | 344 | 0.0% | 0.01% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $15,000 | -6.2% | 88 | 0.0% | 0.01% | -16.7% | |
| MGA | MAGNA INTL INC | $13,000 | -13.3% | 252 | 0.0% | 0.01% | -16.7% | |
| MRK | MERCK & CO INC | $14,000 | +16.7% | 192 | 0.0% | 0.01% | 0.0% | |
| NTRI | NUTRI SYS INC NEW | $13,000 | 0.0% | 342 | 0.0% | 0.01% | 0.0% | |
| RIG | TRANSOCEAN LTD | $13,000 | -59.4% | 2,365 | 0.0% | 0.01% | -58.3% | |
| PFE | PFIZER INC | $14,000 | +27.3% | 309 | 0.0% | 0.01% | +25.0% | |
| PCY | INVESCO EMRNG MKTetf | $13,000 | +8.3% | 465 | 0.0% | 0.01% | 0.0% | |
| FIVE | FIVE BELOW INC | $15,000 | +25.0% | 118 | 0.0% | 0.01% | 0.0% | |
| CB | CHUBB LIMITED | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| SYY | SYSCO CORP | $13,000 | +8.3% | 175 | 0.0% | 0.01% | 0.0% | |
| EXPE | EXPEDIA GROUP INC | $15,000 | +7.1% | 117 | 0.0% | 0.01% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $11,000 | +10.0% | 75 | 0.0% | 0.00% | 0.0% | |
| MKTX | MARKETAXESS HLDGS INC | $10,000 | -9.1% | 55 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP NEW | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP | $10,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INC | $10,000 | 0.0% | 451 | 0.0% | 0.00% | 0.0% | |
| CBS | CBS CORP NEW | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $11,000 | +10.0% | 240 | 0.0% | 0.00% | 0.0% | |
| CMCSA | COMCAST CORP NEW | $10,000 | +11.1% | 282 | 0.0% | 0.00% | +33.3% | |
| AMP | AMERIPRISE FINL INC | $10,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| PIRS | PIERIS PHARMACEUTICALS INC | $12,000 | +20.0% | 2,063 | 0.0% | 0.00% | 0.0% | |
| TRI | THOMSON REUTERS CORP | $11,000 | +10.0% | 246 | 0.0% | 0.00% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $12,000 | +9.1% | 46 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO | $10,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STR CORP | $10,000 | -9.1% | 114 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $10,000 | +11.1% | 100 | 0.0% | 0.00% | +33.3% | |
| INTC | INTEL CORP | $10,000 | -9.1% | 220 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL | $10,000 | +11.1% | 144 | 0.0% | 0.00% | +33.3% | |
| DFS | DISCOVER FINL SVCS | $12,000 | +9.1% | 159 | 0.0% | 0.00% | 0.0% | |
| BND | VANGUARD BD INDEX FD INC TOTAL BND MRKTetf | $10,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $11,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
| HDB | HDFC BANK LTDadr | $12,000 | -7.7% | 124 | 0.0% | 0.00% | -20.0% | |
| CWI | SPDR INDEX SHS FDS MSCI ACWI EXUSetf | $12,000 | 0.0% | 315 | 0.0% | 0.00% | -20.0% | |
| T | AT&T INC | $10,000 | +11.1% | 291 | 0.0% | 0.00% | +33.3% | |
| PFPT | PROOFPOINT INC | $11,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $10,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $10,000 | +11.1% | 400 | 0.0% | 0.00% | +33.3% | |
| IP | INTL PAPER CO | $7,000 | -12.5% | 149 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE TR JAPN HEDGE EQTetf | $8,000 | +14.3% | 136 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $7,000 | +16.7% | 40 | 0.0% | 0.00% | +50.0% | |
| FTNT | FORTINET INC | $8,000 | +60.0% | 83 | 0.0% | 0.00% | +50.0% | |
| TAN | INVESCO SOLARetf | $8,000 | -11.1% | 374 | 0.0% | 0.00% | 0.0% | |
| WP | WORLDPAY INC | $7,000 | +16.7% | 69 | 0.0% | 0.00% | +50.0% | |
| PRU | PRUDENTIAL FINL INC | $9,000 | +12.5% | 85 | 0.0% | 0.00% | 0.0% | |
| RTN | RAYTHEON CO | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| RUTH | RUTHS HOSPITALITY GROUP INC | $8,000 | +14.3% | 252 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $8,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $8,000 | -11.1% | 846 | 0.0% | 0.00% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRetf | $7,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETFetf | $7,000 | +16.7% | 113 | 0.0% | 0.00% | +50.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7,000 | +16.7% | 400 | 0.0% | 0.00% | +50.0% | |
| SGEN | SEATTLE GENETICS INC | $7,000 | -88.3% | 906 | 0.0% | 0.00% | -87.0% | |
| EWJ | ISHARES IN CMSCI JPN ETF NEWetf | $7,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
| IEMG | ISHARES INC CORE MSCI EMKTetf | $7,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INC | $8,000 | -11.1% | 407 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $8,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| SPA | SPARTON CORP | $7,000 | -22.2% | 475 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDadr | $9,000 | -10.0% | 55 | 0.0% | 0.00% | -25.0% | |
| SBUX | STARBUCKS CORP | $7,000 | +16.7% | 124 | 0.0% | 0.00% | +50.0% | |
| AIG | AMERICAN INTL GROUP INC | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $7,000 | -12.5% | 185 | 0.0% | 0.00% | 0.0% | |
| ELS | EQUITY LIFESTYLE PPTYS INC | $8,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES TR CORE US AGGBD ETetf | $7,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $9,000 | +50.0% | 194 | 0.0% | 0.00% | +50.0% | |
| PCTY | PAYLOCITY HLDG CORP | $7,000 | +40.0% | 89 | 0.0% | 0.00% | +50.0% | |
| CHK | CHESAPEAKE ENERGY CORP | $6,000 | -14.3% | 1,300 | 0.0% | 0.00% | -33.3% | |
| GPN | GLOBAL PMTS INC | $6,000 | +20.0% | 45 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQT DIV T | $6,000 | 0.0% | 659 | 0.0% | 0.00% | 0.0% | |
| USCI | UNITED STS COMMODITY INDEX COMM IDXetf | $6,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| NVCR | NOVOCURE LTD | $5,000 | +66.7% | 100 | 0.0% | 0.00% | +100.0% | |
| ISRG | INTUITIVE SURGICAL INC | $5,000 | +25.0% | 9 | 0.0% | 0.00% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | $5,000 | -98.4% | 1,681 | 0.0% | 0.00% | -98.3% | |
| SPLK | SPLUNK INC | $6,000 | +20.0% | 49 | 0.0% | 0.00% | 0.0% | |
| ZAYO | ZAYO GROUP HLDGS INC | $5,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC | $5,000 | -16.7% | 43 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYS INC | $5,000 | +25.0% | 18 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $6,000 | +20.0% | 64 | 0.0% | 0.00% | 0.0% | |
| PKG | PACKAGING CORP AMER | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| NUVA | NUVASIVE INC | $5,000 | +25.0% | 77 | 0.0% | 0.00% | 0.0% | |
| CXO | CONCHO RES INC | $6,000 | +20.0% | 39 | 0.0% | 0.00% | 0.0% | |
| ILF | ISHARES TR LATN AMER 40 ETFetf | $4,000 | 0.0% | 121 | 0.0% | 0.00% | -50.0% | |
| GWR | GENESEE & WYOMING CLASS | $4,000 | -89.7% | 480 | 0.0% | 0.00% | -93.3% | |
| IAU | ISHARES GOLD TRUSTetf | $3,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $2,000 | -50.0% | 100 | 0.0% | 0.00% | -50.0% | |
| FHI | FEDERATED INVS INC PA | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $3,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| EL | LAUDER ESTEE COS INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| LNG | CHENIERE ENERGY INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| MCRN | MILACRON HLDGS CORP | $2,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| NOV | NATIONAL OILWELL VARCO INC | $3,000 | -50.0% | 136 | 0.0% | 0.00% | -50.0% | |
| NKE | NIKE INC | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CRZO | CARRIZO OIL & GAS INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| TBX | PROSHARES TR SHT 7-10 YRetf | $2,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| SPEU | SPDR INDEX SHS FDS STOXX EUR 50etf | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| RLY | SSGA ACTIVE ETF TRetf | $3,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM INC | $4,000 | 0.0% | 26 | 0.0% | 0.00% | -50.0% | |
| XLF | SELECT SECTOR SPDR TR SBI INT-FINLetf | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| AMTD | TD AMERITRADE HLDG CORP | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA INC | $3,000 | -25.0% | 13 | 0.0% | 0.00% | -50.0% | |
| TXN | TEXAS INSTRS INC | $3,000 | -86.4% | 204 | 0.0% | 0.00% | -87.5% | |
| BP | BP PLCadr | $4,000 | 0.0% | 86 | 0.0% | 0.00% | -50.0% | |
| TRS | TRIMAS CORP | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| ULTI | ULTIMATE SOFTWARE GROUP INC | $4,000 | +33.3% | 11 | 0.0% | 0.00% | 0.0% | |
| APB | ASIA PAC FD INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND GLOBAL HLDGS INC | $4,000 | -85.7% | 355 | 0.0% | 0.00% | -90.9% | |
| AGX | ARGAN INC | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| IHD | VOYA EMERGING MKTS HIGH DIVI | $2,000 | 0.0% | 298 | 0.0% | 0.00% | 0.0% | |
| VV | VANGUARD INDEX FDS LARGE CAP ETFetf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| MOO | VANECK VECTORS ETF TR AGRIBUSINESSetf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| VIAB | VIACOM INC NEW | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| USG | U S G CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| IXC | ISHARES TR GLOBAL ENERG ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| FITB | FIFTH THIRD BANCORP | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| FHN | FIRST HORIZON NATL CORP | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| DVY | ISHARES TR SELECT DIVID ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
| FTRCQ | FRONTIER COMMUNICATIONS CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| HZN | HORIZON GLOBAL CORP | $0 | – | 22 | 0.0% | 0.00% | – | |
| MLNX | MELLANOX TECHNOLOGIES LTD | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| AEO | AMERICAN EAGLE OUTFITTERS NE | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| XLE | SELECT SECTOR SPDR TR SBI INT-ENERGYetf | $0 | – | 6 | 0.0% | 0.00% | – | |
| IRR | VOYA RISK MANAGED NAT RES FD | $1,000 | 0.0% | 215 | 0.0% | 0.00% | – | |
| SHLWQ | SEARS HLDGS CORP W EXP 12/15/201warrant | $0 | – | 35 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| BWEN | BROADWIND ENERGY INC | $0 | – | 198 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| OPTT | OCEAN PWR TECHNOLOGIES INC | $0 | -100.0% | 600 | 0.0% | 0.00% | – | |
| NWBI | NORTHWEST BANCSHARES INC MD | $0 | – | 20 | 0.0% | 0.00% | – | |
| MDLZ | MONDELEZ INTL INC | $0 | -100.0% | 364 | 0.0% | 0.00% | -100.0% | |
| MFGP | MICRO FOCUS INTERNATIONAL PLadr | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| GSB | GLOBALSCAPE INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| ESV | Exit | ENSCO PLC | $0 | – | -913 | -100.0% | -0.00% | – |
| EEFT | Exit | EURONET WORLDWIDE INC | $0 | – | -231 | -100.0% | -0.01% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -311 | -100.0% | -0.01% | – |
| NLSN | Exit | NIELSEN HLDGS PLC | $0 | – | -803 | -100.0% | -0.01% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -91 | -100.0% | -0.01% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TR US AGGREGATE Betf | $0 | – | -1,100 | -100.0% | -0.02% | – |
| BWINB | Exit | BALDWIN & LYONS INC | $0 | – | -10,968 | -100.0% | -0.10% | – |
| BIZD | Exit | VANECK VECTORS ETF TR BDC INCOMEetf | $0 | – | -318,749 | -100.0% | -2.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | 35 | Q3 2023 | 15.9% |
| VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | 35 | Q3 2023 | 11.6% |
| SPDR S&P 500 ETF TRUST | 35 | Q3 2023 | 8.4% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 35 | Q3 2023 | 6.5% |
| SCHWAB US BROAD MARKET ETF | 35 | Q3 2023 | 5.8% |
| TECHNOLOGY SELECT SECT SPDR | 35 | Q3 2023 | 4.5% |
| VANGUARD WHITEHALL FDS INC HIGH DIV YLD | 35 | Q3 2023 | 4.3% |
| ISHARES TR RUS 1000 GRW ETF | 35 | Q3 2023 | 3.6% |
| SPDR S&P DIVIDEND ETF | 35 | Q3 2023 | 4.2% |
| ISHARES TR RUSSELL 3000 ETF | 35 | Q3 2023 | 3.4% |
View Roble, Belko & Company, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-07 |
View Roble, Belko & Company, 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.