$261 Million is the total value of Sugarloaf Wealth Management, LLC's 725 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 12.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TRusa quality fctr | $1,951,000 | +18.4% | 20,340 | 0.0% | 0.75% | +1.5% | |
| TRV | TRAVELERS COMPANIES INC | $1,168,000 | +14.8% | 10,241 | 0.0% | 0.45% | -1.5% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,118,000 | +13.4% | 9,539 | 0.0% | 0.43% | -2.7% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $624,000 | +11.2% | 43,315 | 0.0% | 0.24% | -4.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $433,000 | -2.3% | 2,425 | 0.0% | 0.17% | -16.2% | |
| IWF | ISHARES TRrus 1000 grw etf | $299,000 | +27.2% | 1,558 | 0.0% | 0.12% | +9.5% | |
| SNV | SYNOVUS FINL CORP | $236,000 | +16.8% | 11,475 | 0.0% | 0.09% | +1.1% | |
| GPN | GLOBAL PMTS INC | $206,000 | +17.0% | 1,217 | 0.0% | 0.08% | 0.0% | |
| AYI | ACUITY BRANDS INC | $191,000 | +11.7% | 2,000 | 0.0% | 0.07% | -5.2% | |
| DHR | DANAHER CORPORATION | $186,000 | +28.3% | 1,050 | 0.0% | 0.07% | +9.2% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $182,000 | +30.9% | 654 | 0.0% | 0.07% | +12.9% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $178,000 | +9.2% | 4,616 | 0.0% | 0.07% | -6.8% | |
| QCOM | QUALCOMM INC | $167,000 | +34.7% | 1,827 | 0.0% | 0.06% | +14.3% | |
| IYH | ISHARES TRus hlthcare etf | $164,000 | +14.7% | 762 | 0.0% | 0.06% | -1.6% | |
| ABT | ABBOTT LABS | $161,000 | +15.8% | 1,760 | 0.0% | 0.06% | 0.0% | |
| NVDA | NVIDIA CORP | $154,000 | +43.9% | 407 | 0.0% | 0.06% | +22.9% | |
| SUB | ISHARES TRshrt nat mun etf | $151,000 | 0.0% | 1,418 | 0.0% | 0.06% | -14.7% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $149,000 | +10.4% | 500 | 0.0% | 0.06% | -5.0% | |
| LMT | LOCKHEED MARTIN CORP | $140,000 | +7.7% | 384 | 0.0% | 0.05% | -6.9% | |
| TSLA | TESLA INC | $141,000 | +104.3% | 131 | 0.0% | 0.05% | +74.2% | |
| IWP | ISHARES TRrus md cp gr etf | $132,000 | +30.7% | 834 | 0.0% | 0.05% | +13.3% | |
| C | CITIGROUP INC | $129,000 | +21.7% | 2,520 | 0.0% | 0.05% | +6.4% | |
| GPC | GENUINE PARTS CO | $130,000 | +28.7% | 1,500 | 0.0% | 0.05% | +11.1% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $109,000 | +21.1% | 1,468 | 0.0% | 0.04% | +5.0% | |
| IWD | ISHARES TRrus 1000 val etf | $107,000 | +13.8% | 952 | 0.0% | 0.04% | -2.4% | |
| GOLD | BARRICK GOLD CORPORATION | $108,000 | +47.9% | 4,000 | 0.0% | 0.04% | +24.2% | |
| WAT | WATERS CORP | $98,000 | 0.0% | 541 | 0.0% | 0.04% | -13.6% | |
| COP | CONOCOPHILLIPS | $97,000 | +36.6% | 2,320 | 0.0% | 0.04% | +15.6% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $91,000 | +11.0% | 1,157 | 0.0% | 0.04% | -5.4% | |
| CNP | CENTERPOINT ENERGY INC | $85,000 | +21.4% | 4,526 | 0.0% | 0.03% | +6.5% | |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $87,000 | +40.3% | 206 | 0.0% | 0.03% | +17.9% | |
| IAU | ISHARES GOLD TRUSTishares | $85,000 | +13.3% | 5,000 | 0.0% | 0.03% | -2.9% | |
| ZIOP | ZIOPHARM ONCOLOGY INC | $80,000 | +35.6% | 24,250 | 0.0% | 0.03% | +19.2% | |
| KR | KROGER CO | $80,000 | +12.7% | 2,373 | 0.0% | 0.03% | -3.1% | |
| IWS | ISHARES TRrus mdcp val etf | $80,000 | +19.4% | 1,044 | 0.0% | 0.03% | +3.3% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $79,000 | +2.6% | 1,581 | 0.0% | 0.03% | -11.8% | |
| SNY | SANOFIsponsored adr | $75,000 | +17.2% | 1,464 | 0.0% | 0.03% | 0.0% | |
| NEE | NEXTERA ENERGY INC | $75,000 | 0.0% | 313 | 0.0% | 0.03% | -14.7% | |
| IWO | ISHARES TRrus 2000 grw etf | $76,000 | +31.0% | 367 | 0.0% | 0.03% | +11.5% | |
| PHYS | SPROTT PHYSICAL GOLD TRUSTunit | $72,000 | +9.1% | 5,000 | 0.0% | 0.03% | -6.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $72,000 | +22.0% | 51 | 0.0% | 0.03% | +7.7% | |
| SPHD | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $71,000 | +9.2% | 2,150 | 0.0% | 0.03% | -6.9% | |
| AXON | AXON ENTERPRISE INC | $70,000 | +40.0% | 712 | 0.0% | 0.03% | +22.7% | |
| VTV | VANGUARD INDEX FDSvalue etf | $71,000 | +12.7% | 710 | 0.0% | 0.03% | -3.6% | |
| BIT | BLACKROCK MULTI-SECTOR INC T | $67,000 | +19.6% | 4,652 | 0.0% | 0.03% | +4.0% | |
| PFF | ISHARES TRpfd and incm sec | $64,000 | +8.5% | 1,860 | 0.0% | 0.02% | -3.8% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $65,000 | +25.0% | 199 | 0.0% | 0.02% | +8.7% | |
| PPG | PPG INDS INC | $62,000 | +26.5% | 583 | 0.0% | 0.02% | +9.1% | |
| BMYRT | BRISTOL MYERS SQUIBB COright 99/99/9999 | $61,000 | -4.7% | 16,956 | 0.0% | 0.02% | -20.7% | |
| MELI | MERCADOLIBRE INC | $59,000 | +103.4% | 60 | 0.0% | 0.02% | +76.9% | |
| NVS | NOVARTIS A Gsponsored adr | $60,000 | +7.1% | 683 | 0.0% | 0.02% | -8.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $60,000 | +15.4% | 2,017 | 0.0% | 0.02% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $57,000 | -6.6% | 1,752 | 0.0% | 0.02% | -18.5% | |
| ESGV | VANGUARD WORLD FDesg us stk etf | $58,000 | +23.4% | 1,027 | 0.0% | 0.02% | +4.8% | |
| CREE | CREE INC | $55,000 | +66.7% | 921 | 0.0% | 0.02% | +40.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $53,000 | +60.6% | 50 | 0.0% | 0.02% | +33.3% | |
| PAYX | PAYCHEX INC | $53,000 | +20.5% | 703 | 0.0% | 0.02% | 0.0% | |
| DNP | DNP SELECT INCOME FD | $53,000 | +12.8% | 4,850 | 0.0% | 0.02% | -4.8% | |
| OKE | ONEOK INC NEW | $52,000 | +52.9% | 1,558 | 0.0% | 0.02% | +33.3% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $49,000 | +6.5% | 384 | 0.0% | 0.02% | -9.5% | |
| FB | FACEBOOK INCcl a | $50,000 | +35.1% | 221 | 0.0% | 0.02% | +11.8% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $49,000 | +28.9% | 469 | 0.0% | 0.02% | +11.8% | |
| AOR | ISHARES TRgrwt allocat etf | $50,000 | +11.1% | 1,088 | 0.0% | 0.02% | -5.0% | |
| PYPL | PAYPAL HLDGS INC | $46,000 | +84.0% | 266 | 0.0% | 0.02% | +63.6% | |
| SSB | SOUTH ST CORP | $48,000 | -18.6% | 1,000 | 0.0% | 0.02% | -30.8% | |
| NUMG | NUSHARES ETF TRnuveen esg midcp | $47,000 | +30.6% | 1,217 | 0.0% | 0.02% | +12.5% | |
| SLV | ISHARES SILVER TRUSTishares | $46,000 | +31.4% | 2,675 | 0.0% | 0.02% | +12.5% | |
| AMGN | AMGEN INC | $47,000 | +14.6% | 200 | 0.0% | 0.02% | 0.0% | |
| TECL | DIREXION SHS ETF TRdly tech bull 3x | $44,000 | +100.0% | 190 | 0.0% | 0.02% | +70.0% | |
| UL | UNILEVER PLCspon adr new | $44,000 | +7.3% | 809 | 0.0% | 0.02% | -5.6% | |
| KMX | CARMAX INC | $45,000 | +66.7% | 500 | 0.0% | 0.02% | +41.7% | |
| ESGE | ISHARES INCesg msci em etf | $41,000 | +17.1% | 1,264 | 0.0% | 0.02% | 0.0% | |
| MA | MASTERCARD INCcl a | $41,000 | +20.6% | 140 | 0.0% | 0.02% | +6.7% | |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $41,000 | +17.1% | 858 | 0.0% | 0.02% | 0.0% | |
| ESML | ISHARES TResg msci usa sml | $42,000 | +23.5% | 1,690 | 0.0% | 0.02% | +6.7% | |
| ED | CONSOLIDATED EDISON INC | $40,000 | -9.1% | 563 | 0.0% | 0.02% | -25.0% | |
| CAG | CONAGRA BRANDS INC | $40,000 | +21.2% | 1,134 | 0.0% | 0.02% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC | $39,000 | +56.0% | 369 | 0.0% | 0.02% | +36.4% | |
| ADSK | AUTODESK INC | $36,000 | +56.5% | 149 | 0.0% | 0.01% | +40.0% | |
| FTV | FORTIVE CORP | $36,000 | +24.1% | 525 | 0.0% | 0.01% | +7.7% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $33,000 | +26.9% | 5,000 | 0.0% | 0.01% | +8.3% | |
| CCI | CROWN CASTLE INTL CORP NEW | $35,000 | +12.9% | 212 | 0.0% | 0.01% | -7.1% | |
| LLY | LILLY ELI &CO | $33,000 | +17.9% | 200 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66 | $30,000 | +25.0% | 446 | 0.0% | 0.01% | +9.1% | |
| GM | GENERAL MTRS CO | $31,000 | +24.0% | 1,221 | 0.0% | 0.01% | +9.1% | |
| ZBH | ZIMMER BIOMET HLDGS INC | $32,000 | +18.5% | 267 | 0.0% | 0.01% | 0.0% | |
| WHR | WHIRLPOOL CORP | $32,000 | +52.4% | 247 | 0.0% | 0.01% | +33.3% | |
| HSY | HERSHEY CO | $30,000 | 0.0% | 229 | 0.0% | 0.01% | -7.7% | |
| ITM | VANECK VECTORS ETF TRamt free int etf | $32,000 | +3.2% | 632 | 0.0% | 0.01% | -14.3% | |
| SPLV | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $30,000 | +3.4% | 610 | 0.0% | 0.01% | -7.7% | |
| SJM | SMUCKER J M CO | $32,000 | -3.0% | 300 | 0.0% | 0.01% | -20.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $32,000 | +45.5% | 250 | 0.0% | 0.01% | +20.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $30,000 | +25.0% | 464 | 0.0% | 0.01% | +9.1% | |
| ECL | ECOLAB INC | $32,000 | +28.0% | 159 | 0.0% | 0.01% | +9.1% | |
| IYC | ISHARES TRu.s. cnsm sv etf | $32,000 | +23.1% | 148 | 0.0% | 0.01% | 0.0% | |
| NWL | NEWELL BRANDS INC | $32,000 | +18.5% | 2,006 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $30,000 | +3.4% | 216 | 0.0% | 0.01% | -7.7% | |
| MKTX | MARKETAXESS HLDGS INC | $31,000 | +47.6% | 62 | 0.0% | 0.01% | +33.3% | |
| IVW | ISHARES TRs&p 500 grwt etf | $29,000 | +26.1% | 141 | 0.0% | 0.01% | +10.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $29,000 | -6.5% | 1,748 | 0.0% | 0.01% | -21.4% | |
| LULU | LULULEMON ATHLETICA INC | $27,000 | +68.8% | 87 | 0.0% | 0.01% | +42.9% | |
| EZM | WISDOMTREE TRus midcap fund | $27,000 | +22.7% | 827 | 0.0% | 0.01% | 0.0% | |
| KSU | KANSAS CITY SOUTHERN | $27,000 | +17.4% | 183 | 0.0% | 0.01% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $27,000 | +22.7% | 155 | 0.0% | 0.01% | 0.0% | |
| THW | TEKLA WORLD HEALTHCARE FD | $27,000 | +22.7% | 1,900 | 0.0% | 0.01% | 0.0% | |
| IEO | ISHARES TRus oil gs ex etf | $25,000 | +47.1% | 750 | 0.0% | 0.01% | +25.0% | |
| CLX | CLOROX CO DEL | $27,000 | +28.6% | 122 | 0.0% | 0.01% | +11.1% | |
| AON | AON PLC | $26,000 | +18.2% | 136 | 0.0% | 0.01% | 0.0% | |
| TXN | TEXAS INSTRS INC | $26,000 | +23.8% | 209 | 0.0% | 0.01% | +11.1% | |
| TJX | TJX COS INC NEW | $23,000 | +4.5% | 459 | 0.0% | 0.01% | -10.0% | |
| SNAP | SNAP INCcl a | $24,000 | +100.0% | 1,024 | 0.0% | 0.01% | +80.0% | |
| DGII | DIGI INTL INC | $23,000 | +21.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| ADBE | ADOBE INC | $24,000 | +33.3% | 55 | 0.0% | 0.01% | +12.5% | |
| MCO | MOODYS CORP | $24,000 | +33.3% | 87 | 0.0% | 0.01% | +12.5% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $24,000 | +9.1% | 160 | 0.0% | 0.01% | -10.0% | |
| IYF | ISHARES TRu.s. finls etf | $23,000 | +15.0% | 210 | 0.0% | 0.01% | 0.0% | |
| GNW | GENWORTH FINL INC | $24,000 | -31.4% | 10,500 | 0.0% | 0.01% | -43.8% | |
| TSN | TYSON FOODS INCcl a | $20,000 | +5.3% | 330 | 0.0% | 0.01% | -11.1% | |
| RMD | RESMED INC | $22,000 | +29.4% | 116 | 0.0% | 0.01% | 0.0% | |
| IQI | INVESCO QUALITY MUNI INC TRS | $21,000 | +5.0% | 1,750 | 0.0% | 0.01% | -11.1% | |
| GBT | GLOBAL BLOOD THERAPEUTICS IN | $22,000 | +22.2% | 350 | 0.0% | 0.01% | 0.0% | |
| HYMB | SPDR SER TRnuveen bbg brcly | $22,000 | 0.0% | 405 | 0.0% | 0.01% | -20.0% | |
| VLO | VALERO ENERGY CORP NEW | $21,000 | +31.2% | 352 | 0.0% | 0.01% | +14.3% | |
| GDX | VANECK VECTORS ETF TRUSTgold miners etf | $22,000 | +57.1% | 600 | 0.0% | 0.01% | +33.3% | |
| RSX | VANECK VECTORS ETF TRUSTrussia etf | $20,000 | +25.0% | 979 | 0.0% | 0.01% | +14.3% | |
| FPF | FIRST TR INTER DUR PFD &IN | $21,000 | +16.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $20,000 | +11.1% | 300 | 0.0% | 0.01% | 0.0% | |
| NFLX | NETFLIX INC | $20,000 | +25.0% | 43 | 0.0% | 0.01% | +14.3% | |
| LW | LAMB WESTON HLDGS INC | $21,000 | +10.5% | 331 | 0.0% | 0.01% | -11.1% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $22,000 | +29.4% | 200 | 0.0% | 0.01% | 0.0% | |
| DE | DEERE &CO | $18,000 | +12.5% | 116 | 0.0% | 0.01% | 0.0% | |
| DTN | WISDOMTREE TRus divid ex fncl | $19,000 | +11.8% | 263 | 0.0% | 0.01% | -12.5% | |
| TTE | TOTAL S Asponsored ads | $19,000 | +5.6% | 495 | 0.0% | 0.01% | -12.5% | |
| TD | TORONTO DOMINION BK ONT | $17,000 | +6.2% | 383 | 0.0% | 0.01% | 0.0% | |
| VLUE | ISHARES TRedge msci usa vl | $19,000 | +11.8% | 268 | 0.0% | 0.01% | -12.5% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $19,000 | +26.7% | 53 | 0.0% | 0.01% | 0.0% | |
| VPV | INVESCO PA VALUE MUN INCOME | $19,000 | -5.0% | 1,608 | 0.0% | 0.01% | -22.2% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $19,000 | 0.0% | 581 | 0.0% | 0.01% | -22.2% | |
| OEF | ISHARES TRs&p 100 etf | $17,000 | +21.4% | 116 | 0.0% | 0.01% | +16.7% | |
| NVCR | NOVOCURE LTD | $18,000 | -10.0% | 300 | 0.0% | 0.01% | -22.2% | |
| CIT | CIT GROUP INC | $19,000 | +18.8% | 910 | 0.0% | 0.01% | 0.0% | |
| CB | CHUBB LIMITED | $18,000 | +12.5% | 142 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $18,000 | +20.0% | 257 | 0.0% | 0.01% | 0.0% | |
| CSGP | COSTAR GROUP INC | $17,000 | +21.4% | 24 | 0.0% | 0.01% | +16.7% | |
| MKC | MCCORMICK &CO INC | $19,000 | +26.7% | 106 | 0.0% | 0.01% | 0.0% | |
| VRSK | VERISK ANALYTICS INC | $17,000 | +21.4% | 100 | 0.0% | 0.01% | +16.7% | |
| MXIM | MAXIM INTEGRATED PRODS INC | $18,000 | +20.0% | 305 | 0.0% | 0.01% | 0.0% | |
| SMB | VANECK VECTORS ETF TRUSTamt free short m | $18,000 | 0.0% | 1,020 | 0.0% | 0.01% | -12.5% | |
| SAP | SAP SEspon adr | $17,000 | +30.8% | 118 | 0.0% | 0.01% | +16.7% | |
| NI | NISOURCE INC | $19,000 | -9.5% | 854 | 0.0% | 0.01% | -22.2% | |
| SNSR | GLOBAL X FDSinternet of thng | $15,000 | +36.4% | 600 | 0.0% | 0.01% | +20.0% | |
| GFED | GUARANTY FED BANCSHARES INC | $15,000 | 0.0% | 1,000 | 0.0% | 0.01% | -14.3% | |
| HPQ | HP INC | $16,000 | 0.0% | 932 | 0.0% | 0.01% | -14.3% | |
| PEAK | HEALTHPEAK PPTYS INC | $15,000 | +15.4% | 534 | 0.0% | 0.01% | 0.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $16,000 | +14.3% | 299 | 0.0% | 0.01% | 0.0% | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $15,000 | +15.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| PFG | PRINCIPAL FINL GROUP INC | $15,000 | +36.4% | 364 | 0.0% | 0.01% | +20.0% | |
| ROK | ROCKWELL AUTOMATION INC | $16,000 | +45.5% | 74 | 0.0% | 0.01% | +20.0% | |
| BAX | BAXTER INTL INC | $16,000 | +6.7% | 186 | 0.0% | 0.01% | -14.3% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPcl a | $15,000 | +36.4% | 59 | 0.0% | 0.01% | +20.0% | |
| AGCO | AGCO CORP | $15,000 | +15.4% | 275 | 0.0% | 0.01% | 0.0% | |
| BATRA | LIBERTY MEDIA CORP DELAWARE | $14,000 | 0.0% | 700 | 0.0% | 0.01% | -16.7% | |
| HUN | HUNTSMAN CORP | $13,000 | +18.2% | 740 | 0.0% | 0.01% | 0.0% | |
| PSI | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $14,000 | +27.3% | 197 | 0.0% | 0.01% | 0.0% | |
| CRMD | CORMEDIX INC | $13,000 | +85.7% | 2,000 | 0.0% | 0.01% | +66.7% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $14,000 | 0.0% | 234 | 0.0% | 0.01% | -16.7% | |
| CGW | INVESCO EXCHNG TRADED FD TRs&p gbl water | $14,000 | +16.7% | 367 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE COM INC | $14,000 | +27.3% | 76 | 0.0% | 0.01% | 0.0% | |
| IRM | IRON MTN INC NEW | $14,000 | +7.7% | 536 | 0.0% | 0.01% | -16.7% | |
| EBAY | EBAY INC | $14,000 | +75.0% | 266 | 0.0% | 0.01% | +25.0% | |
| NOC | NORTHROP GRUMMAN CORP | $14,000 | 0.0% | 45 | 0.0% | 0.01% | -16.7% | |
| ISRG | INTUITIVE SURGICAL INC | $14,000 | +16.7% | 24 | 0.0% | 0.01% | 0.0% | |
| EMKR | EMCORE CORP | $12,000 | +50.0% | 3,650 | 0.0% | 0.01% | +25.0% | |
| CPB | CAMPBELL SOUP CO | $13,000 | 0.0% | 271 | 0.0% | 0.01% | -16.7% | |
| ASML | ASML HOLDING N V | $12,000 | +33.3% | 33 | 0.0% | 0.01% | +25.0% | |
| EQIX | EQUINIX INC | $14,000 | +16.7% | 20 | 0.0% | 0.01% | 0.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $13,000 | +18.2% | 205 | 0.0% | 0.01% | 0.0% | |
| APTV | APTIV PLC | $12,000 | +50.0% | 153 | 0.0% | 0.01% | +25.0% | |
| BK | BANK NEW YORK MELLON CORP | $14,000 | +16.7% | 356 | 0.0% | 0.01% | 0.0% | |
| WDC | WESTERN DIGITAL CORP | $12,000 | +9.1% | 275 | 0.0% | 0.01% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA I | $12,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $14,000 | +27.3% | 459 | 0.0% | 0.01% | 0.0% | |
| HON | HONEYWELL INTL INC | $12,000 | +9.1% | 83 | 0.0% | 0.01% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $13,000 | +18.2% | 250 | 0.0% | 0.01% | 0.0% | |
| FFC | FLAHERTY &CRUMRIN PFD &INM | $13,000 | +18.2% | 642 | 0.0% | 0.01% | 0.0% | |
| URG | UR ENERGY INC | $11,000 | +22.2% | 22,000 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $11,000 | +22.2% | 80 | 0.0% | 0.00% | 0.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $10,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $10,000 | +11.1% | 109 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD | $10,000 | +42.9% | 100 | 0.0% | 0.00% | +33.3% | |
| RPM | RPM INTL INC | $11,000 | +22.2% | 144 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINL CORP NEW | $11,000 | +22.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LEA | LEAR CORP | $11,000 | +37.5% | 103 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $10,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
| EXPD | EXPEDITORS INTL WASH INC | $11,000 | +10.0% | 143 | 0.0% | 0.00% | 0.0% | |
| WOR | WORTHINGTON INDS INC | $11,000 | +37.5% | 300 | 0.0% | 0.00% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO | $11,000 | -8.3% | 200 | 0.0% | 0.00% | -20.0% | |
| XLC | SELECT SECTOR SPDR TR | $11,000 | +22.2% | 201 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $10,000 | +25.0% | 19 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TY | TRI CONTL CORP | $10,000 | +11.1% | 417 | 0.0% | 0.00% | 0.0% | |
| FRC | FIRST REP BK SAN FRANCISCO C | $7,000 | +40.0% | 65 | 0.0% | 0.00% | +50.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $9,000 | +28.6% | 53 | 0.0% | 0.00% | 0.0% | |
| JRVR | JAMES RIV GROUP LTD | $7,000 | +40.0% | 150 | 0.0% | 0.00% | +50.0% | |
| SCHW | SCHWAB CHARLES CORP | $9,000 | 0.0% | 275 | 0.0% | 0.00% | -25.0% | |
| RGR | STURM RUGER &CO INC | $8,000 | +60.0% | 100 | 0.0% | 0.00% | +50.0% | |
| TSCO | TRACTOR SUPPLY CO | $8,000 | +60.0% | 60 | 0.0% | 0.00% | +50.0% | |
| IT | GARTNER INC | $9,000 | +12.5% | 78 | 0.0% | 0.00% | -25.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $7,000 | +16.7% | 124 | 0.0% | 0.00% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $9,000 | +12.5% | 872 | 0.0% | 0.00% | -25.0% | |
| CHD | CHURCH &DWIGHT INC | $8,000 | +14.3% | 106 | 0.0% | 0.00% | 0.0% | |
| NAD | NUVEEN QUALITY MUNCP INCOME | $7,000 | +16.7% | 467 | 0.0% | 0.00% | 0.0% | |
| COLD | AMERICOLD RLTY TR | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MIDD | MIDDLEBY CORP | $8,000 | +60.0% | 96 | 0.0% | 0.00% | +50.0% | |
| TTC | TORO CO | $8,000 | 0.0% | 118 | 0.0% | 0.00% | -25.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $9,000 | 0.0% | 932 | 0.0% | 0.00% | -25.0% | |
| CHE | CHEMED CORP NEW | $9,000 | 0.0% | 20 | 0.0% | 0.00% | -25.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD | $8,000 | 0.0% | 1,546 | 0.0% | 0.00% | -25.0% | |
| VOYA | VOYA FINL INC | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $7,000 | +16.7% | 312 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $7,000 | +16.7% | 32 | 0.0% | 0.00% | 0.0% | |
| FAS | DIREXION SHS ETF TRdly fin bull new | $8,000 | +33.3% | 245 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC | $8,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% | |
| DPZ | DOMINOS PIZZA INC | $9,000 | +12.5% | 25 | 0.0% | 0.00% | -25.0% | |
| PCY | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $7,000 | +16.7% | 250 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $9,000 | +12.5% | 147 | 0.0% | 0.00% | -25.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $7,000 | +75.0% | 632 | 0.0% | 0.00% | +50.0% | |
| DSU | BLACKROCK DEBT STRAT FD INC | $9,000 | +12.5% | 955 | 0.0% | 0.00% | -25.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $9,000 | 0.0% | 72 | 0.0% | 0.00% | -25.0% | |
| CCEP | COCA COLA EUROPEAN PARTNERS | $7,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
| BSGM | BIOSIG TECHNOLOGIES INC | $7,000 | +75.0% | 1,000 | 0.0% | 0.00% | +50.0% | |
| ENPH | ENPHASE ENERGY INC | $5,000 | – | 100 | 0.0% | 0.00% | – | |
| SBNY | SIGNATURE BK NEW YORK N Y | $6,000 | +50.0% | 54 | 0.0% | 0.00% | 0.0% | |
| BOCT | INNOVATOR ETFS TRs&p 500 bufetf | $4,000 | +33.3% | 150 | 0.0% | 0.00% | +100.0% | |
| SWK | STANLEY BLACK &DECKER INC | $4,000 | +33.3% | 32 | 0.0% | 0.00% | +100.0% | |
| SFIX | STITCH FIX INC | $4,000 | +100.0% | 150 | 0.0% | 0.00% | +100.0% | |
| MS | MORGAN STANLEY | $6,000 | +20.0% | 134 | 0.0% | 0.00% | 0.0% | |
| IIVI | II VI INC | $4,000 | +100.0% | 75 | 0.0% | 0.00% | +100.0% | |
| LH | LABORATORY CORP AMER HLDGS | $5,000 | +25.0% | 28 | 0.0% | 0.00% | 0.0% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $6,000 | +20.0% | 270 | 0.0% | 0.00% | 0.0% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ATR | APTARGROUP INC | $6,000 | 0.0% | 56 | 0.0% | 0.00% | -33.3% | |
| FFIV | F5 NETWORKS INC | $4,000 | +33.3% | 28 | 0.0% | 0.00% | +100.0% | |
| IP | INTL PAPER CO | $5,000 | +25.0% | 128 | 0.0% | 0.00% | 0.0% | |
| L | LOEWS CORP | $4,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $6,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $5,000 | +25.0% | 58 | 0.0% | 0.00% | 0.0% | |
| STX | SEAGATE TECHNOLOGY PLC | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| NYMT | NEW YORK MTG TR INC | $4,000 | +100.0% | 1,520 | 0.0% | 0.00% | +100.0% | |
| XRX | XEROX HOLDINGS CORP | $5,000 | -28.6% | 350 | 0.0% | 0.00% | -33.3% | |
| CTXS | CITRIX SYS INC | $6,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% | |
| DVA | DAVITA INC | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| HMSY | HMS HLDGS CORP | $4,000 | +33.3% | 121 | 0.0% | 0.00% | +100.0% | |
| CBSH | COMMERCE BANCSHARES INC | $5,000 | +25.0% | 79 | 0.0% | 0.00% | 0.0% | |
| JPS | NUVEEN PFD &INCM SECURTIES | $6,000 | +20.0% | 654 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO P L Cspon adr new | $5,000 | +25.0% | 35 | 0.0% | 0.00% | 0.0% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $6,000 | 0.0% | 354 | 0.0% | 0.00% | -33.3% | |
| DFS | DISCOVER FINL SVCS | $4,000 | +33.3% | 73 | 0.0% | 0.00% | +100.0% | |
| CGC | CANOPY GROWTH CORP | $5,000 | +25.0% | 305 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $5,000 | +25.0% | 38 | 0.0% | 0.00% | 0.0% | |
| GNTX | GENTEX CORP | $4,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| GBCI | GLACIER BANCORP INC NEW | $4,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $6,000 | 0.0% | 66 | 0.0% | 0.00% | -33.3% | |
| MYL | MYLAN N V | $5,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% | |
| PRLB | PROTO LABS INC | $4,000 | +33.3% | 35 | 0.0% | 0.00% | +100.0% | |
| VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +100.0% | |
| PHM | PULTE GROUP INC | $6,000 | +50.0% | 173 | 0.0% | 0.00% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ROLL | RBC BEARINGS INC | $5,000 | +25.0% | 34 | 0.0% | 0.00% | 0.0% | |
| RELX | RELX PLCsponsored adr | $6,000 | +20.0% | 249 | 0.0% | 0.00% | 0.0% | |
| ABC | AMERISOURCEBERGEN CORP | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT &PLATT INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +100.0% | |
| ICUI | ICU MED INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IBN | ICICI BK LTDadr | $6,000 | +20.0% | 643 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $5,000 | +66.7% | 81 | 0.0% | 0.00% | +100.0% | |
| BLKB | BLACKBAUD INC | $5,000 | +25.0% | 81 | 0.0% | 0.00% | 0.0% | |
| CXH | MFS INVT GRADE MUN TRsh ben int | $4,000 | 0.0% | 437 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $6,000 | -14.3% | 22 | 0.0% | 0.00% | -33.3% | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $6,000 | +50.0% | 46 | 0.0% | 0.00% | 0.0% | |
| NATI | NATIONAL INSTRS CORP | $3,000 | +50.0% | 73 | 0.0% | 0.00% | 0.0% | |
| LECO | LINCOLN ELEC HLDGS INC | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $3,000 | +50.0% | 86 | 0.0% | 0.00% | 0.0% | |
| J | JACOBS ENGR GROUP INC | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| MCK | MCKESSON CORP | $3,000 | +50.0% | 18 | 0.0% | 0.00% | 0.0% | |
| ECON | COLUMBIA ETF TR IIemrg markets etf | $2,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| MAA | MID AMER APT CMNTYS INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $2,000 | 0.0% | 448 | 0.0% | 0.00% | 0.0% | |
| SDG | ISHARES TRmsci global imp | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CFR | CULLEN FROST BANKERS INC | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| NRG | NRG ENERGY INC | $2,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| NHI | NATIONAL HEALTH INVS INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| DNN | DENISON MINES CORP | $2,000 | +100.0% | 5,000 | 0.0% | 0.00% | – | |
| DCI | DONALDSON INC | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| POWI | POWER INTEGRATIONS INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| GVAL | CAMBRIA ETF TRglobal value etf | $2,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| PUK | PRUDENTIAL PLCadr | $2,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| RWT | REDWOOD TR INC | $2,000 | 0.0% | 334 | 0.0% | 0.00% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| RBA | RITCHIE BROS AUCTIONEERS | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| RHI | ROBERT HALF INTL INC | $3,000 | +50.0% | 49 | 0.0% | 0.00% | 0.0% | |
| RHP | RYMAN HOSPITALITY PPTYS INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR SERIES TRUSTs&p biotech | $3,000 | +50.0% | 27 | 0.0% | 0.00% | 0.0% | |
| UUUU | ENERGY FUELS INC | $3,000 | +50.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| IYT | ISHARES TRtrans avg etf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA ENERGY | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| SNN | SMITH &NEPHEW PLCspdn adr new | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| BMO | BANK MONTREAL QUE | $2,000 | -33.3% | 33 | 0.0% | 0.00% | 0.0% | |
| SCL | STEPAN CO | $3,000 | +50.0% | 28 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $3,000 | +50.0% | 14 | 0.0% | 0.00% | 0.0% | |
| AVNS | AVANOS MED INC | $2,000 | +100.0% | 54 | 0.0% | 0.00% | – | |
| TOL | TOLL BROTHERS INC | $2,000 | +100.0% | 69 | 0.0% | 0.00% | – | |
| UNP | UNION PACIFIC CORP | $3,000 | +50.0% | 18 | 0.0% | 0.00% | 0.0% | |
| ING | ING GROEP N Vsponsored adr | $2,000 | +100.0% | 227 | 0.0% | 0.00% | – | |
| IBKC | IBERIABANK CORP | $2,000 | +100.0% | 38 | 0.0% | 0.00% | – | |
| AMP | AMERIPRISE FINL INC | $3,000 | +50.0% | 21 | 0.0% | 0.00% | 0.0% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $3,000 | +50.0% | 24 | 0.0% | 0.00% | 0.0% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HTLD | HEARTLAND EXPRESS INC | $3,000 | +50.0% | 121 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $2,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| WPP | WPP PLC NEWadr | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| WH | WYNDHAM HOTELS &RESORTS INC | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $3,000 | +50.0% | 57 | 0.0% | 0.00% | 0.0% | |
| GPI | GROUP 1 AUTOMOTIVE INC | $2,000 | +100.0% | 32 | 0.0% | 0.00% | – | |
| BDL | FLANIGANS ENTERPRISES INC | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| FL | FOOT LOCKER INC | $2,000 | +100.0% | 61 | 0.0% | 0.00% | – | |
| G | GENPACT LIMITED | $3,000 | +50.0% | 81 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON INC | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| BCS | BARCLAYS PLCadr | $0 | – | 26 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| LOGM | LOGMEIN INC | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| LENB | LENNAR CORPcl b | $0 | – | 1 | 0.0% | 0.00% | – | |
| EL | LAUDER ESTEE COS INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
| FBHS | FORTUNE BRANDS HOME &SEC IN | $1,000 | – | 8 | 0.0% | 0.00% | – | |
| GNRC | GENERAC HLDGS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| FENY | FIDELITY COVINGTON TRmsci energy idx | $0 | – | 10 | 0.0% | 0.00% | – | |
| TMDI | TITAN MED INC | $0 | – | 108 | 0.0% | 0.00% | – | |
| INTU | INTUIT | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| FDX | FEDEX CORP | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| TUP | TUPPERWARE BRANDS CORP | $0 | – | 32 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | 15 | 0.0% | 0.00% | – | |
| BGCP | BGC PARTNERS INCcl a | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| PHB | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| UMPQ | UMPQUA HLDGS CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| CARNIVAL CORPcall | $0 | – | 1 | 0.0% | 0.00% | – | ||
| UA | UNDER ARMOUR INCcl c | $0 | – | 20 | 0.0% | 0.00% | – | |
| INVIVO THERAPEUTICS HLDGS CO | $0 | – | 1 | 0.0% | 0.00% | – | ||
| AAOI | APPLIED OPTOELECTRONICS INC | $1,000 | 0.0% | 124 | 0.0% | 0.00% | – | |
| APEN | APOLLO ENDOSURGERY INC | $0 | – | 65 | 0.0% | 0.00% | – | |
| SSL | SASOL LTDsponsored adr | $0 | – | 35 | 0.0% | 0.00% | – | |
| URBN | URBAN OUTFITTERS INC | $1,000 | 0.0% | 69 | 0.0% | 0.00% | – | |
| WIP | SPDR SERIES TRUSTftse int gvt etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| IWR | ISHARES TRrus mid cap etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| EMN | EASTMAN CHEMICAL CO | $0 | – | 4 | 0.0% | 0.00% | – | |
| EOG | EOG RES INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| CMS | CMS ENERGY CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| PRA | PROASSURANCE CORP | $1,000 | -50.0% | 92 | 0.0% | 0.00% | -100.0% | |
| ACC | AMERICAN CAMPUS CMNTYS INC | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| PSMT | PRICESMART INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| ATHE | ALTERITY THERAPEUTICS LTDsponsored adr | $0 | – | 333 | 0.0% | 0.00% | – | |
| DSE | DUFF &PHELPS SLT ENGY AND M | $1,000 | – | 1,000 | 0.0% | 0.00% | – | |
| ALIMERA SCIENCES INC | $0 | – | 66 | 0.0% | 0.00% | – | ||
| GTX | GARRETT MOTION INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| ALBO | ALBIREO PHARMA INC | $0 | – | 11 | 0.0% | 0.00% | – | |
| A | AGILENT TECHNOLOGIES INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| VIAC | VIACOMCBS INCcl b | $0 | – | 20 | 0.0% | 0.00% | – | |
| DRQ | DRIL QUIP INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| VMW | VMWARE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $1,000 | 0.0% | 106 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| PRTY | PARTY CITY HOLDCO INC | $0 | – | 35 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $0 | – | 100 | 0.0% | 0.00% | – | ||
| EWZS | ISHARES TRbrazil sm-cp etf | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| HLIT | HARMONIC INC | $1,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
| OMC | OMNICOM GROUP INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| EUFN | ISHARES TRmsci euro fl etf | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| NUE | NUCOR CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| NUAN | NUANCE COMMUNICATIONS INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| CRUS | CIRRUS LOGIC INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| GENERAL ELECTRIC COcall | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | ||
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| JWN | NORDSTROM INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| DELL | DELL TECHNOLOGIES INCcl c | $0 | – | 7 | 0.0% | 0.00% | – | |
| NMRK | NEWMARK GROUP INCcl a | $0 | – | 92 | 0.0% | 0.00% | – | |
| WYND | WYNDHAM DESTINATIONS INC | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| KBR | KBR INC | $0 | – | 17 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $1,000 | 0.0% | 79 | 0.0% | 0.00% | – | |
| NGVC | NATURAL GROCERS BY VITAMIN C | $0 | – | 32 | 0.0% | 0.00% | – | |
| GPS | GAP INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INCcl a | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| AMJ | JPMORGAN CHASE &COalerian ml etn | $1,000 | – | 42 | 0.0% | 0.00% | – | |
| GHL | GREENHILL &CO INC | $0 | – | 29 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTERNATIONAL PLspon adr new | $1,000 | 0.0% | 103 | 0.0% | 0.00% | – | ||
| MD | MEDNAX INC | $1,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| DLPH | DELPHI TECHNOLOGIES PLC | $0 | – | 34 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $1,000 | – | 21 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ETF SER SOLUTIONS | 16 | Q3 2023 | 20.5% |
| ETF SER SOLUTIONS | 16 | Q3 2023 | 12.4% |
| ETF SER SOLUTIONS | 16 | Q3 2023 | 9.1% |
| OPUS SMALL CAP VALUE ETF | 16 | Q3 2023 | 7.3% |
| ISHARES TR | 16 | Q3 2023 | 5.6% |
| ISHARES TR S&P 1500 INDEX FD | 16 | Q3 2023 | 4.6% |
| APPLE INC | 16 | Q3 2023 | 2.7% |
| HOME DEPOT INC | 16 | Q3 2023 | 2.5% |
| INVESCO EXCHANGE TRADED FD T | 16 | Q3 2023 | 3.2% |
| ISHARES TR | 16 | Q3 2023 | 6.4% |
View Sugarloaf Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-20 |
View Sugarloaf Wealth Management, 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.