$587 Million is the total value of TRUE Private Wealth Advisors's 821 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | New | Ishares 20 Plus Year Treasury Bond Etf20 yr tr bd etf | $3,333,000 | – | 25,099 | +100.0% | 0.57% | – |
| DGRO | New | iShares Core Dividend Growth ETFcore div grwth | $3,179,000 | – | 83,227 | +100.0% | 0.54% | – |
| FTCS | New | First Trust Capital Strength ETFcap strength etf | $660,000 | – | 11,698 | +100.0% | 0.11% | – |
| FLOT | New | iShares Floating Rate Bond ETFfltg rate nt etf | $559,000 | – | 10,988 | +100.0% | 0.10% | – |
| XLC | New | Communication Services Sel Sect SPDRETF | $362,000 | – | 7,367 | +100.0% | 0.06% | – |
| RY | New | Royal Bank of Canada | $295,000 | – | 3,719 | +100.0% | 0.05% | – |
| LLL | New | L3 Technologies Inc | $210,000 | – | 860 | +100.0% | 0.04% | – |
| ASML | New | ASML Holding NV | $213,000 | – | 1,026 | +100.0% | 0.04% | – |
| ADBE | New | Adobe Systems Inc | $212,000 | – | 722 | +100.0% | 0.04% | – |
| EXC | New | Exelon Corp | $211,000 | – | 4,418 | +100.0% | 0.04% | – |
| BMY | New | Bristol-Myers Squibb Company | $206,000 | – | 4,545 | +100.0% | 0.04% | – |
| PFO | New | Flah&Crum Pref Income Opps | $197,000 | – | 16,852 | +100.0% | 0.03% | – |
| GBCI | New | Glacier Bancorp Inc | $202,000 | – | 5,000 | +100.0% | 0.03% | – |
| AOR | New | iShares Core Growth Allocation ETFgrwt allocat etf | $193,000 | – | 4,215 | +100.0% | 0.03% | – |
| SO | New | Southern Co | $193,000 | – | 3,500 | +100.0% | 0.03% | – |
| XLU | New | Select Sector Spdr Trust The Utilities Select Sector Spdr Trustsbi int-utils | $195,000 | – | 3,276 | +100.0% | 0.03% | – |
| ABC | New | AmerisourceBergen Corp | $185,000 | – | 2,170 | +100.0% | 0.03% | – |
| MS | New | Morgan Stanley | $184,000 | – | 4,205 | +100.0% | 0.03% | – |
| DUK | New | Duke Energy Corp | $183,000 | – | 2,083 | +100.0% | 0.03% | – |
| DTD | New | WisdomTree US Total Dividend ETFus total dividnd | $183,000 | – | 1,893 | +100.0% | 0.03% | – |
| COF | New | Capital One Financial Corp | $180,000 | – | 1,988 | +100.0% | 0.03% | – |
| RTN | New | Raytheon Co | $180,000 | – | 1,036 | +100.0% | 0.03% | – |
| IEX | New | IDEX Corp | $176,000 | – | 1,025 | +100.0% | 0.03% | – |
| FOX | New | Fox Corp | $179,000 | – | 4,919 | +100.0% | 0.03% | – |
| STX | New | Seagate Technology PLC | $176,000 | – | 3,750 | +100.0% | 0.03% | – |
| JCI | New | Johnson Controls International PLC | $169,000 | – | 4,092 | +100.0% | 0.03% | – |
| AON | New | Aon PLC | $170,000 | – | 883 | +100.0% | 0.03% | – |
| ISRG | New | Intuitive Surgical Inc | $164,000 | – | 313 | +100.0% | 0.03% | – |
| APC | New | Anadarko Petroleum Corp | $165,000 | – | 2,340 | +100.0% | 0.03% | – |
| LPX | New | Louisiana-Pacific Corp | $166,000 | – | 6,359 | +100.0% | 0.03% | – |
| VTI | New | Vanguard Total Stock Market ETFtotal stk mkt | $162,000 | – | 1,083 | +100.0% | 0.03% | – |
| BK | New | Bank of New York Mellon Corp | $167,000 | – | 3,800 | +100.0% | 0.03% | – |
| PRU | New | Prudential Financial Inc | $157,000 | – | 1,556 | +100.0% | 0.03% | – |
| VRTX | New | Vertex Pharmaceuticals Inc | $156,000 | – | 852 | +100.0% | 0.03% | – |
| TSLA | New | Tesla Motors Inc | $156,000 | – | 702 | +100.0% | 0.03% | – |
| ECL | New | Ecolab Inc | $159,000 | – | 804 | +100.0% | 0.03% | – |
| BND | New | Vanguard Total Bond Market ETFtotal bnd mrkt | $155,000 | – | 1,869 | +100.0% | 0.03% | – |
| MMM | New | 3M Co | $152,000 | – | 881 | +100.0% | 0.03% | – |
| HPQ | New | HP Inc | $145,000 | – | 6,954 | +100.0% | 0.02% | – |
| SWKS | New | Skyworks Solutions Inc | $142,000 | – | 1,843 | +100.0% | 0.02% | – |
| DD | New | DuPont de Nemours Inc | $140,000 | – | 1,868 | +100.0% | 0.02% | – |
| SYY | New | Sysco Corp | $134,000 | – | 1,907 | +100.0% | 0.02% | – |
| ORI | New | Old Republic International Corp | $134,000 | – | 6,015 | +100.0% | 0.02% | – |
| CSX | New | CSX Corp | $130,000 | – | 1,685 | +100.0% | 0.02% | – |
| FISV | New | Fiserv Inc | $131,000 | – | 1,446 | +100.0% | 0.02% | – |
| KMI | New | Kinder Morgan Inc P | $130,000 | – | 6,237 | +100.0% | 0.02% | – |
| NVO | New | Novo Nordisk A/Sadr | $130,000 | – | 2,565 | +100.0% | 0.02% | – |
| AMAT | New | Applied Materials Inc | $127,000 | – | 2,850 | +100.0% | 0.02% | – |
| FEYE | New | FireEye Inc | $131,000 | – | 8,870 | +100.0% | 0.02% | – |
| WM | New | Waste Management Inc | $121,000 | – | 1,053 | +100.0% | 0.02% | – |
| AWR | New | American States Water Co | $120,000 | – | 1,600 | +100.0% | 0.02% | – |
| TMO | New | Thermo Fisher Scientific Inc | $119,000 | – | 406 | +100.0% | 0.02% | – |
| MU | New | Micron Technology Inc | $119,000 | – | 3,100 | +100.0% | 0.02% | – |
| LOW | New | Lowe's Companies Inc | $111,000 | – | 1,108 | +100.0% | 0.02% | – |
| KEYS | New | Keysight Technologies Inc | $112,000 | – | 1,250 | +100.0% | 0.02% | – |
| VTR | New | Ventas Inc | $112,000 | – | 1,625 | +100.0% | 0.02% | – |
| CWB | New | SPDR Blmbg Barclays Convert Secs ETFblmbrg brc cnvrt | $104,000 | – | 1,978 | +100.0% | 0.02% | – |
| POR | New | Portland General Electric Co | $107,000 | – | 1,965 | +100.0% | 0.02% | – |
| PAYX | New | Paychex Inc | $108,000 | – | 1,313 | +100.0% | 0.02% | – |
| TTE | New | Total Sasponsored ads | $103,000 | – | 1,851 | +100.0% | 0.02% | – |
| INTU | New | Intuit Inc | $104,000 | – | 400 | +100.0% | 0.02% | – |
| ADP | New | Automatic Data Processing Inc | $103,000 | – | 621 | +100.0% | 0.02% | – |
| L100PS | New | Arconic Inc | $104,000 | – | 4,036 | +100.0% | 0.02% | – |
| FTSM | New | First Trust Enhanced Short Maturity ETFfirst tr enh new | $105,000 | – | 1,751 | +100.0% | 0.02% | – |
| CREE | New | Cree Inc | $106,000 | – | 1,900 | +100.0% | 0.02% | – |
| HPE | New | Hewlett Packard Enterprise Co | $108,000 | – | 7,182 | +100.0% | 0.02% | – |
| UN | New | Unilever NV | $99,000 | – | 1,641 | +100.0% | 0.02% | – |
| ADM | New | Archer-Daniels Midland Co | $101,000 | – | 2,495 | +100.0% | 0.02% | – |
| IYJ | New | iShares US Industrialsus industrials | $99,000 | – | 631 | +100.0% | 0.02% | – |
| KEY | New | KeyCorp | $99,000 | – | 5,629 | +100.0% | 0.02% | – |
| MA | New | Mastercard Inc Acl a | $98,000 | – | 373 | +100.0% | 0.02% | – |
| NUAN | New | Nuance Communications Inc | $97,000 | – | 6,075 | +100.0% | 0.02% | – |
| WDC | New | Western Digital Corp | $91,000 | – | 1,904 | +100.0% | 0.02% | – |
| D | New | Dominion Resources Inc | $93,000 | – | 1,215 | +100.0% | 0.02% | – |
| VOO | New | Vanguard 500 ETF | $92,000 | – | 341 | +100.0% | 0.02% | – |
| SYK | New | Stryker Corp | $93,000 | – | 452 | +100.0% | 0.02% | – |
| DOW | New | Dow Inc | $96,000 | – | 1,966 | +100.0% | 0.02% | – |
| DHR | New | Danaher Corp | $95,000 | – | 664 | +100.0% | 0.02% | – |
| OLED | New | Universal Display Corp | $94,000 | – | 500 | +100.0% | 0.02% | – |
| DNP | New | DNP Select Income | $94,000 | – | 7,981 | +100.0% | 0.02% | – |
| LUV | New | Southwest Airlines Co | $91,000 | – | 1,807 | +100.0% | 0.02% | – |
| IYC | New | iShares US Consumer Servicesu.s. cnsm sv etf | $88,000 | – | 405 | +100.0% | 0.02% | – |
| LEGR | New | First Trust Indxx Invtv Tnsctn&Prcs ETFindxx inovtv etf | $86,000 | – | 2,867 | +100.0% | 0.02% | – |
| SWK | New | Stanley Black & Decker Inc | $90,000 | – | 624 | +100.0% | 0.02% | – |
| CL | New | Colgate-Palmolive Co | $86,000 | – | 1,203 | +100.0% | 0.02% | – |
| COLB | New | Columbia Banking System Inc | $86,000 | – | 2,379 | +100.0% | 0.02% | – |
| BBSI | New | Barrett Business Services Inc | $89,000 | – | 1,081 | +100.0% | 0.02% | – |
| UMPQ | New | Umpqua Holdings Corp | $87,000 | – | 5,200 | +100.0% | 0.02% | – |
| DLB | New | Dolby Laboratories Inc | $84,000 | – | 1,311 | +100.0% | 0.01% | – |
| NYCB | New | New York Community Bancorp Inc | $85,000 | – | 8,550 | +100.0% | 0.01% | – |
| SLF | New | Sun Life Finl Inc Com | $80,000 | – | 1,944 | +100.0% | 0.01% | – |
| IWF | New | iShares Russell 1000 Growthrus 1000 grw etf | $80,000 | – | 514 | +100.0% | 0.01% | – |
| BMRC | New | Bank of Marin Bancorp | $82,000 | – | 2,000 | +100.0% | 0.01% | – |
| WTR | New | Aqua America Inc | $82,000 | – | 2,000 | +100.0% | 0.01% | – |
| SSL | New | Sasol Ltdsponsored adr | $80,000 | – | 3,237 | +100.0% | 0.01% | – |
| LSI | New | Life Storage Inc Com | $85,000 | – | 900 | +100.0% | 0.01% | – |
| KMPR | New | Kemper Corp | $75,000 | – | 880 | +100.0% | 0.01% | – |
| CTXS | New | Citrix Systems Inc | $79,000 | – | 811 | +100.0% | 0.01% | – |
| COP | New | ConocoPhillips | $76,000 | – | 1,247 | +100.0% | 0.01% | – |
| LRCX | New | Lam Research Corp | $79,000 | – | 420 | +100.0% | 0.01% | – |
| ZTS | New | Zoetis Inccl a | $71,000 | – | 627 | +100.0% | 0.01% | – |
| DOV | New | Dover Corp | $70,000 | – | 703 | +100.0% | 0.01% | – |
| LDOS | New | Leidos Holdings Inc | $68,000 | – | 855 | +100.0% | 0.01% | – |
| XEL | New | Xcel Energy Inc | $72,000 | – | 1,218 | +100.0% | 0.01% | – |
| CUZ | New | Cousins Properties Inc | $67,000 | – | 1,862 | +100.0% | 0.01% | – |
| PAYS | New | PaySign Inc | $66,000 | – | 5,000 | +100.0% | 0.01% | – |
| AGND | New | WisdomTree Negative Dur US Aggt Bd ETFnegative dur us | $66,000 | – | 1,608 | +100.0% | 0.01% | – |
| NGS | New | Natural Gas Services Group Inc | $63,000 | – | 3,820 | +100.0% | 0.01% | – |
| GSK | New | GlaxoSmithKline PLC ADRsponsored adr | $63,000 | – | 1,575 | +100.0% | 0.01% | – |
| HACK | New | ETFMG Prime Cyber Security ETFprime cybr scrty | $64,000 | – | 1,625 | +100.0% | 0.01% | – |
| LIN | New | Linde plc | $65,000 | – | 325 | +100.0% | 0.01% | – |
| TAK | New | Takeda Pharmaceutical Co Ltdsponsored ads | $63,000 | – | 3,573 | +100.0% | 0.01% | – |
| INGN | New | Inogen Inc | $66,000 | – | 995 | +100.0% | 0.01% | – |
| FXD | New | First Trust Cnsmr Discret AlphaDEX ETFconsumr discre | $64,000 | – | 1,506 | +100.0% | 0.01% | – |
| WCN | New | Waste Connections Inc | $66,000 | – | 700 | +100.0% | 0.01% | – |
| ACB | New | Aurora Cannabis Inc | $62,000 | – | 8,025 | +100.0% | 0.01% | – |
| GWW | New | W.W. Grainger Inc | $67,000 | – | 250 | +100.0% | 0.01% | – |
| PFG | New | Principal Financial Group Inc | $63,000 | – | 1,090 | +100.0% | 0.01% | – |
| ICE | New | Intercontinental Exchange Inc | $58,000 | – | 677 | +100.0% | 0.01% | – |
| RFDI | New | First Trust RiverFront Dyn Dev Intl ETFrivrfrnt dyn dev | $56,000 | – | 997 | +100.0% | 0.01% | – |
| SYNA | New | Synaptics Inc | $56,000 | – | 1,950 | +100.0% | 0.01% | – |
| IWM | New | iShares Russell 2000russell 2000 etf | $59,000 | – | 385 | +100.0% | 0.01% | – |
| EHI | New | Western Asset Global High Inc | $61,000 | – | 6,190 | +100.0% | 0.01% | – |
| IHI | New | iShares US Medical Devicesu.s. med dvc etf | $57,000 | – | 237 | +100.0% | 0.01% | – |
| EMR | New | Emerson Electric Co | $58,000 | – | 871 | +100.0% | 0.01% | – |
| CGC | New | Canopy Growth Corp | $57,000 | – | 1,425 | +100.0% | 0.01% | – |
| SLB | New | Schlumberger Ltd | $57,000 | – | 1,450 | +100.0% | 0.01% | – |
| NSC | New | Norfolk Southern Corp | $57,000 | – | 290 | +100.0% | 0.01% | – |
| CVA | New | Covanta Holding Corp | $57,000 | – | 3,175 | +100.0% | 0.01% | – |
| UNP | New | Union Pacific Corp | $61,000 | – | 361 | +100.0% | 0.01% | – |
| BKNG | New | Booking Hldgs Inc | $50,000 | – | 27 | +100.0% | 0.01% | – |
| EL | New | The Estee Lauder Companies Inc Class Acl a | $50,000 | – | 276 | +100.0% | 0.01% | – |
| HSY | New | The Hershey Co | $53,000 | – | 402 | +100.0% | 0.01% | – |
| RPAI | New | Retail Properties of America Inccl a | $50,000 | – | 4,260 | +100.0% | 0.01% | – |
| EA | New | Electronic Arts Inc | $51,000 | – | 511 | +100.0% | 0.01% | – |
| MPC | New | Marathon Petroleum Corp | $50,000 | – | 901 | +100.0% | 0.01% | – |
| GD | New | General Dynamics Corp | $54,000 | – | 297 | +100.0% | 0.01% | – |
| KHC | New | The Kraft Heinz Co | $54,000 | – | 1,751 | +100.0% | 0.01% | – |
| NNN | New | National Retail Properties Inc | $53,000 | – | 1,000 | +100.0% | 0.01% | – |
| HSBCPRA | New | HSBC Holdings PLCadr a 1/40pf a | $52,000 | – | 2,000 | +100.0% | 0.01% | – |
| STZ | New | Constellation Brands Inccl a | $54,000 | – | 276 | +100.0% | 0.01% | – |
| AOA | New | iShares Core Aggressive Allocation ETFaggres alloc etf | $55,000 | – | 1,008 | +100.0% | 0.01% | – |
| CTVA | New | Corteva Inc com | $55,000 | – | 1,868 | +100.0% | 0.01% | – |
| FDX | New | FedEx Corp | $52,000 | – | 316 | +100.0% | 0.01% | – |
| FEZ | New | SPDR EURO STOXX 50 ETFeuro stoxx 50 | $51,000 | – | 1,351 | +100.0% | 0.01% | – |
| BSX | New | Boston Scientific Corp | $52,000 | – | 1,224 | +100.0% | 0.01% | – |
| SPLV | New | Invesco S&P 500 Low Volatility ETFs&p500 low vol | $51,000 | – | 932 | +100.0% | 0.01% | – |
| FNCL | New | Fidelity MSCI Financials ETFmsci finls idx | $53,000 | – | 1,339 | +100.0% | 0.01% | – |
| DISCA | New | Discovery Inc | $53,000 | – | 1,750 | +100.0% | 0.01% | – |
| YUM | New | Yum Brands Inc | $54,000 | – | 493 | +100.0% | 0.01% | – |
| FE | New | FirstEnergy Corp | $47,000 | – | 1,098 | +100.0% | 0.01% | – |
| KYN | New | Kayne Anderson MLP/Midstream | $45,000 | – | 2,989 | +100.0% | 0.01% | – |
| SDS | New | ProShares UltraShort S&P500ultrashrt s&p500 | $46,000 | – | 1,500 | +100.0% | 0.01% | – |
| SPTM | New | SPDR Portfolio Total Stock Market ETFportfolio tl stk | $46,000 | – | 1,279 | +100.0% | 0.01% | – |
| TJX | New | TJX Companies Inc | $49,000 | – | 930 | +100.0% | 0.01% | – |
| ALGN | New | Align Technology Inc | $45,000 | – | 168 | +100.0% | 0.01% | – |
| ORLY | New | O'Reilly Automotive Inc | $46,000 | – | 125 | +100.0% | 0.01% | – |
| WABC | New | Westamerica Bancorp | $46,000 | – | 750 | +100.0% | 0.01% | – |
| LSXMK | New | Liberty SiriusXM Group | $49,000 | – | 1,300 | +100.0% | 0.01% | – |
| GS | New | Goldman Sachs Group Inc | $46,000 | – | 225 | +100.0% | 0.01% | – |
| IJK | New | iShares S&P Mid-Cap 400 Growths&p mc 400gr etf | $48,000 | – | 214 | +100.0% | 0.01% | – |
| NUE | New | Nucor Corp | $44,000 | – | 808 | +100.0% | 0.01% | – |
| ARKK | New | ARK Innovation ETFinnovation etf | $39,000 | – | 823 | +100.0% | 0.01% | – |
| AVY | New | Avery Dennison Corp | $40,000 | – | 351 | +100.0% | 0.01% | – |
| VOD | New | Vodafone Group PLC ADRsponsored adr | $41,000 | – | 2,523 | +100.0% | 0.01% | – |
| DHS | New | WisdomTree US High Dividend ETFus high dividend | $44,000 | – | 609 | +100.0% | 0.01% | – |
| EPD | New | Enterprise Products Partners LP | $41,000 | – | 1,440 | +100.0% | 0.01% | – |
| BGS | New | B&G Foods Inc | $44,000 | – | 2,100 | +100.0% | 0.01% | – |
| GUSH | New | Direxion Dly S&P Oil&Gs Ex&Prd Bl 3X ETFoil gas bl 3x sh | $41,000 | – | 5,934 | +100.0% | 0.01% | – |
| SONY | New | Sony Corpsponsored adr | $39,000 | – | 758 | +100.0% | 0.01% | – |
| IIPR | New | Innovative Industrial Properties Inc | $42,000 | – | 345 | +100.0% | 0.01% | – |
| BEN | New | Franklin Resources Inc | $43,000 | – | 1,250 | +100.0% | 0.01% | – |
| XLK | New | Technology Select Sector SPDR ETFtechnology | $41,000 | – | 528 | +100.0% | 0.01% | – |
| TREX | New | Trex Co Inc | $43,000 | – | 600 | +100.0% | 0.01% | – |
| OSTK | New | Overstock.com Inc | $44,000 | – | 3,250 | +100.0% | 0.01% | – |
| CI | New | Cigna Corp | $40,000 | – | 257 | +100.0% | 0.01% | – |
| JPS | New | Nuveen Pref & Income Securities Fund | $40,000 | – | 4,206 | +100.0% | 0.01% | – |
| DWM | New | WisdomTree International Equity ETFintl equity fd | $37,000 | – | 729 | +100.0% | 0.01% | – |
| IPGP | New | IPG Photonics Corp | $38,000 | – | 250 | +100.0% | 0.01% | – |
| HRL | New | Hormel Foods Corp | $36,000 | – | 902 | +100.0% | 0.01% | – |
| HRC | New | Hill-Rom Holdings Inc | $38,000 | – | 363 | +100.0% | 0.01% | – |
| WBA | New | Walgreen Boots Alliance Inc Com | $38,000 | – | 698 | +100.0% | 0.01% | – |
| FLR | New | Fluor Corp | $35,000 | – | 1,048 | +100.0% | 0.01% | – |
| LBRDK | New | Liberty Broadband Corp | $33,000 | – | 325 | +100.0% | 0.01% | – |
| EQNR | New | Equinor Asa Sponsored Adrsponsored adr | $36,000 | – | 1,824 | +100.0% | 0.01% | – |
| SPXL | New | Direxion Daily S&P500 Bull 3X ETFdrx s&p500bull | $34,000 | – | 665 | +100.0% | 0.01% | – |
| OXY | New | Occidental Petroleum Corp | $36,000 | – | 706 | +100.0% | 0.01% | – |
| ITB | New | iShares US Home Constructionus home cons etf | $34,000 | – | 900 | +100.0% | 0.01% | – |
| QRTEA | New | Qurate Retail Inc | $36,000 | – | 2,978 | +100.0% | 0.01% | – |
| O | New | Realty Income Corp | $34,000 | – | 500 | +100.0% | 0.01% | – |
| TNDM | New | Tandem Diabetes Care Inc | $33,000 | – | 515 | +100.0% | 0.01% | – |
| PH | New | Parker Hannifin Corp | $34,000 | – | 205 | +100.0% | 0.01% | – |
| STAA | New | STAAR Surgical Co | $36,000 | – | 1,250 | +100.0% | 0.01% | – |
| SPPI | New | Spectrum Pharmaceuticals Inc | $34,000 | – | 4,000 | +100.0% | 0.01% | – |
| KSS | New | Kohl's Corp | $33,000 | – | 700 | +100.0% | 0.01% | – |
| AA | New | Alcoa Corp | $30,000 | – | 1,288 | +100.0% | 0.01% | – |
| AMCX | New | AMC Networks Inccl a | $29,000 | – | 550 | +100.0% | 0.01% | – |
| MAS | New | Masco Corp | $30,000 | – | 784 | +100.0% | 0.01% | – |
| CSQ | New | Calamos Strategic Total Return | $30,000 | – | 2,357 | +100.0% | 0.01% | – |
| VMW | New | VMware Inc | $31,000 | – | 186 | +100.0% | 0.01% | – |
| FRC | New | First Republic Bank | $28,000 | – | 295 | +100.0% | 0.01% | – |
| IGE | New | iShares North American Natural Resourcesnorth amern nat | $27,000 | – | 884 | +100.0% | 0.01% | – |
| RFEM | New | First Trust RiverFront Dyn Em Mkts ETFrivr frnt dyn | $32,000 | – | 526 | +100.0% | 0.01% | – |
| PNM | New | PNM Resources Inc | $28,000 | – | 550 | +100.0% | 0.01% | – |
| TM | New | Toyota Motor Corporation Ads | $30,000 | – | 250 | +100.0% | 0.01% | – |
| SAIC | New | Science Applications International Corp | $30,000 | – | 357 | +100.0% | 0.01% | – |
| LW | New | Lamb Weston Holdings Inc | $28,000 | – | 453 | +100.0% | 0.01% | – |
| VBK | New | Vanguard Small-Cap Growth ETFsml cp grw etf | $31,000 | – | 170 | +100.0% | 0.01% | – |
| ENV | New | Envestnet Inc | $27,000 | – | 400 | +100.0% | 0.01% | – |
| DEO | New | Diageo PLCspon adr new | $29,000 | – | 171 | +100.0% | 0.01% | – |
| BAX | New | Baxter International Inc | $29,000 | – | 353 | +100.0% | 0.01% | – |
| VXF | New | Vanguard Extended Market ETFextend mkt etf | $30,000 | – | 258 | +100.0% | 0.01% | – |
| GLW | New | Corning Inc | $31,000 | – | 946 | +100.0% | 0.01% | – |
| AN | New | AutoNation Inc | $32,000 | – | 771 | +100.0% | 0.01% | – |
| BBY | New | Best Buy Co Inc | $27,000 | – | 400 | +100.0% | 0.01% | – |
| KMF | New | Kayne Anderson MidstreamEnergy | $29,000 | – | 2,533 | +100.0% | 0.01% | – |
| IVZ | New | Invesco Ltd | $29,000 | – | 1,425 | +100.0% | 0.01% | – |
| NEE | New | NextEra Energy Inc | $25,000 | – | 124 | +100.0% | 0.00% | – |
| BDX | New | Becton, Dickinson and Co | $25,000 | – | 101 | +100.0% | 0.00% | – |
| AMD | New | Advanced Micro Devices Inc | $21,000 | – | 700 | +100.0% | 0.00% | – |
| SYF | New | Synchrony Financial | $24,000 | – | 710 | +100.0% | 0.00% | – |
| TRGP | New | Targa Resources Corp | $24,000 | – | 620 | +100.0% | 0.00% | – |
| TIF | New | Tiffany & Co | $24,000 | – | 256 | +100.0% | 0.00% | – |
| BHF | New | Brighthouse Finl Inc Com | $23,000 | – | 644 | +100.0% | 0.00% | – |
| ZBH | New | Zimmer Biomet Holdings Inc | $26,000 | – | 225 | +100.0% | 0.00% | – |
| ALK | New | Alaska Air Group Inc | $25,000 | – | 400 | +100.0% | 0.00% | – |
| XRX | New | Xerox Corp | $21,000 | – | 601 | +100.0% | 0.00% | – |
| WP | New | Worldpay Inccl a | $25,000 | – | 205 | +100.0% | 0.00% | – |
| OFC | New | Corporate Office Properties Trustsh ben int | $25,000 | – | 960 | +100.0% | 0.00% | – |
| CTRP | New | Ctrip.com International Ltdsponsored ads | $23,000 | – | 624 | +100.0% | 0.00% | – |
| CMI | New | Cummins Inc | $24,000 | – | 145 | +100.0% | 0.00% | – |
| DAL | New | Delta Air Lines Inc | $22,000 | – | 389 | +100.0% | 0.00% | – |
| EW | New | Edwards Lifesciences Corp | $26,000 | – | 145 | +100.0% | 0.00% | – |
| FDUS | New | Fidus Investment Corp | $23,000 | – | 1,500 | +100.0% | 0.00% | – |
| WRI | New | Weingarten Realty Investorssh ben int | $24,000 | – | 910 | +100.0% | 0.00% | – |
| HIMX | New | Himax Technologies Incsponsored adr | $26,000 | – | 7,700 | +100.0% | 0.00% | – |
| RYT | New | Invesco S&P 500 Equal Weight Tech ETFs&p500 eql tec | $25,000 | – | 146 | +100.0% | 0.00% | – |
| FAX | New | Aberdeen Asia-Pacific Income | $22,000 | – | 5,459 | +100.0% | 0.00% | – |
| IYT | New | iShares Transportation Averagetrans avg etf | $26,000 | – | 140 | +100.0% | 0.00% | – |
| KIM | New | Kimco Realty Corp | $22,000 | – | 1,212 | +100.0% | 0.00% | – |
| KR | New | The Kroger Co | $26,000 | – | 1,240 | +100.0% | 0.00% | – |
| LSXMA | New | Liberty SiriusXM Group | $24,000 | – | 650 | +100.0% | 0.00% | – |
| MAT | New | Mattel Inc | $24,000 | – | 2,200 | +100.0% | 0.00% | – |
| MIDD | New | The Middleby Corp | $24,000 | – | 183 | +100.0% | 0.00% | – |
| VFC | New | VF Corp | $26,000 | – | 299 | +100.0% | 0.00% | – |
| AVNS | New | Avanos Medical Inc | $21,000 | – | 496 | +100.0% | 0.00% | – |
| NOV | New | National Oilwell Varco Inc | $26,000 | – | 1,185 | +100.0% | 0.00% | – |
| NWL | New | Newell Brands Inc | $23,000 | – | 1,500 | +100.0% | 0.00% | – |
| NOC | New | Northrop Grumman Corp | $24,000 | – | 76 | +100.0% | 0.00% | – |
| OGE | New | OGE Energy Corp | $25,000 | – | 600 | +100.0% | 0.00% | – |
| New | OrganiGram Holdings Inc | $25,000 | – | 4,000 | +100.0% | 0.00% | – | |
| PPL | New | PPL Corp | $25,000 | – | 823 | +100.0% | 0.00% | – |
| PBT | New | Permian Basin Royalty Trustunit ben int | $26,000 | – | 4,347 | +100.0% | 0.00% | – |
| PSX | New | Phillips 66 | $26,000 | – | 286 | +100.0% | 0.00% | – |
| CYBR | New | CyberArk Software Ltd | $22,000 | – | 173 | +100.0% | 0.00% | – |
| DOG | New | ProShares Short Dow30 | $21,000 | – | 400 | +100.0% | 0.00% | – |
| PSTG | New | Pure Storage Inccl a | $22,000 | – | 1,500 | +100.0% | 0.00% | – |
| DPZ | New | Domino's Pizza Inc | $16,000 | – | 60 | +100.0% | 0.00% | – |
| CPB | New | Campbell Soup Co | $20,000 | – | 500 | +100.0% | 0.00% | – |
| IR | New | Ingersoll-Rand PLC | $19,000 | – | 156 | +100.0% | 0.00% | – |
| TRTY | New | Cambria Trinity ETFtrinity | $18,000 | – | 767 | +100.0% | 0.00% | – |
| EURL | New | Direxion Daily FTSE Europe Bull 3X ETFdly fts bul 3x | $17,000 | – | 616 | +100.0% | 0.00% | – |
| ETN | New | Eaton Corp PLC | $16,000 | – | 200 | +100.0% | 0.00% | – |
| TEI | New | Templeton Emerging Markets Income | $15,000 | – | 1,486 | +100.0% | 0.00% | – |
| PSEC | New | Prospect Capital Corp | $19,000 | – | 2,924 | +100.0% | 0.00% | – |
| DEM | New | WisdomTree Emerging Markets High Div ETFemer mkt high fd | $16,000 | – | 364 | +100.0% | 0.00% | – |
| NG | New | Novagold Resources Inc | $20,000 | – | 3,500 | +100.0% | 0.00% | – |
| BTA | New | BlackRock Long-Term Muni Adv | $15,000 | – | 1,214 | +100.0% | 0.00% | – |
| BOE | New | BlackRock Enhanced Glbl Div Trust | $20,000 | – | 1,926 | +100.0% | 0.00% | – |
| SQ | New | Square Inccl a | $18,000 | – | 250 | +100.0% | 0.00% | – |
| BMO | New | Bank Montreal Que Com | $16,000 | – | 221 | +100.0% | 0.00% | – |
| SOI | New | Solaris Oilfield Infrastructure Inc | $15,000 | – | 1,006 | +100.0% | 0.00% | – |
| AMP | New | Ameriprise Financial Inc | $17,000 | – | 124 | +100.0% | 0.00% | – |
| DXC | New | DXC Technology Co | $16,000 | – | 289 | +100.0% | 0.00% | – |
| DTE | New | DTE Energy Co | $16,000 | – | 125 | +100.0% | 0.00% | – |
| GM | New | General Motors Co | $19,000 | – | 501 | +100.0% | 0.00% | – |
| CPRT | New | Copart Inc | $16,000 | – | 217 | +100.0% | 0.00% | – |
| FAST | New | Fastenal Co | $18,000 | – | 575 | +100.0% | 0.00% | – |
| AIG | New | American International Group Inc | $16,000 | – | 316 | +100.0% | 0.00% | – |
| ET | New | Energy Transfer Equity LP | $16,000 | – | 1,160 | +100.0% | 0.00% | – |
| ANDX | New | Andeavor Logistics Lp Com Unit Lp Int | $19,000 | – | 530 | +100.0% | 0.00% | – |
| X | New | United States Steel Corp | $15,000 | – | 1,000 | +100.0% | 0.00% | – |
| PXLW | New | Pixelworks Inc | $18,000 | – | 6,133 | +100.0% | 0.00% | – |
| WU | New | The Western Union Co | $15,000 | – | 793 | +100.0% | 0.00% | – |
| SSYS | New | Stratasys Ltd | $17,000 | – | 600 | +100.0% | 0.00% | – |
| EBAY | New | eBay Inc | $17,000 | – | 449 | +100.0% | 0.00% | – |
| VLO | New | Valero Energy Corp | $17,000 | – | 208 | +100.0% | 0.00% | – |
| LBRDA | New | Liberty Broadband Corp | $16,000 | – | 162 | +100.0% | 0.00% | – |
| PHO | New | Invesco Water Resources ETFwater res etf | $15,000 | – | 432 | +100.0% | 0.00% | – |
| BCS | New | Barclays Plc Adradr | $19,000 | – | 2,618 | +100.0% | 0.00% | – |
| HIX | New | Western Asset High Inc Fund II | $17,000 | – | 2,500 | +100.0% | 0.00% | – |
| EMN | New | Eastman Chemical Co | $15,000 | – | 200 | +100.0% | 0.00% | – |
| ALE | New | ALLETE Inc | $19,000 | – | 238 | +100.0% | 0.00% | – |
| DSI | New | iShares MSCI KLD 400 Social ETFmsci kld400 soc | $15,000 | – | 146 | +100.0% | 0.00% | – |
| WPC | New | W.P. Carey Inc | $19,000 | – | 243 | +100.0% | 0.00% | – |
| IJT | New | iShares S&P Small-Cap 600 Growth ETFs&p sml 600 gwt | $17,000 | – | 97 | +100.0% | 0.00% | – |
| VTWO | New | Vanguard Russell 2000 ETFvng rus2000idx | $18,000 | – | 151 | +100.0% | 0.00% | – |
| CINF | New | Cincinnati Financial Corp | $18,000 | – | 174 | +100.0% | 0.00% | – |
| LYG | New | Lloyds Banking Group PLCsponsored adr | $19,000 | – | 6,723 | +100.0% | 0.00% | – |
| GILD | New | Gilead Sciences Inc | $19,000 | – | 291 | +100.0% | 0.00% | – |
| PNR | New | Pentair PLC | $15,000 | – | 415 | +100.0% | 0.00% | – |
| NTR | New | Nutrien Ltd | $10,000 | – | 200 | +100.0% | 0.00% | – |
| UYG | New | ProShares Ultra Financialsultra fncls new | $9,000 | – | 201 | +100.0% | 0.00% | – |
| NFJ | New | AllianzGI NFJ Div Interest & Prem | $12,000 | – | 1,000 | +100.0% | 0.00% | – |
| NIE | New | AllianzGI Equity & Conv Inc | $14,000 | – | 679 | +100.0% | 0.00% | – |
| OKTA | New | Okta Inccl a | $9,000 | – | 80 | +100.0% | 0.00% | – |
| YUMC | New | Yum China Hldgs Inc Com | $9,000 | – | 213 | +100.0% | 0.00% | – |
| LUMN | New | CenturyLink Inc | $12,000 | – | 1,070 | +100.0% | 0.00% | – |
| ZBRA | New | Zebra Technologies Corpcl a | $14,000 | – | 68 | +100.0% | 0.00% | – |
| TEVA | New | Teva Pharmaceutical Industries Ltd ADRsponsored ads | $14,000 | – | 1,568 | +100.0% | 0.00% | – |
| ALLE | New | Allegion PLC | $9,000 | – | 83 | +100.0% | 0.00% | – |
| TPR | New | Tapestry Inc | $10,000 | – | 325 | +100.0% | 0.00% | – |
| DSU | New | BlackRock Debt Strategies Fund | $9,000 | – | 858 | +100.0% | 0.00% | – |
| ROK | New | Rockwell Automation Inc | $11,000 | – | 72 | +100.0% | 0.00% | – |
| SIX | New | Six Flags Entertainment Corp | $10,000 | – | 203 | +100.0% | 0.00% | – |
| SITE | New | Siteone Landscape Supply Inc com | $9,000 | – | 138 | +100.0% | 0.00% | – |
| SHW | New | Sherwin-Williams Co | $10,000 | – | 23 | +100.0% | 0.00% | – |
| XLRE | New | Real Estate Select Sector SPDRrl est sel sec | $9,000 | – | 265 | +100.0% | 0.00% | – |
| PUK | New | Prudential PLCadr | $14,000 | – | 324 | +100.0% | 0.00% | – |
| PHK | New | PIMCO High Income | $11,000 | – | 1,500 | +100.0% | 0.00% | – |
| PFL | New | PIMCO Income Strategy Fund | $11,000 | – | 926 | +100.0% | 0.00% | – |
| XLP | New | Consumer Staples Select Sector SPDR ETFsbi cons stpls | $13,000 | – | 240 | +100.0% | 0.00% | – |
| RH | New | RH Com | $9,000 | – | 85 | +100.0% | 0.00% | – |
| XLV | New | Select Sector Spdr Trust The Health Care Select Sector Spdr Fundsbi healthcare | $13,000 | – | 142 | +100.0% | 0.00% | – |
| KLAC | New | KLA-Tencor Corp | $9,000 | – | 81 | +100.0% | 0.00% | – |
| USA | New | Liberty All-Star Equitysh ben int | $14,000 | – | 2,321 | +100.0% | 0.00% | – |
| JBLU | New | JetBlue Airways Corp | $13,000 | – | 725 | +100.0% | 0.00% | – |
| RCL | New | Royal Caribbean Cruises Ltd | $12,000 | – | 100 | +100.0% | 0.00% | – |
| FWONK | New | Liberty Formula One Group | $12,000 | – | 325 | +100.0% | 0.00% | – |
| ARCC | New | Ares Capital Corp | $11,000 | – | 614 | +100.0% | 0.00% | – |
| AIA | New | iShares Asia 50asia 50 etf | $11,000 | – | 189 | +100.0% | 0.00% | – |
| CGW | New | Invesco S&P Global Water Index ETFs&p gbl water | $14,000 | – | 400 | +100.0% | 0.00% | – |
| PRF | New | Invesco FTSE RAFI US 1000 ETFftse rafi 1000 | $14,000 | – | 128 | +100.0% | 0.00% | – |
| XLG | New | Invesco S&P 500 Top 50 ETFs&p 500 top 50 | $12,000 | – | 59 | +100.0% | 0.00% | – |
| LOGM | New | LogMeIn Inc | $9,000 | – | 134 | +100.0% | 0.00% | – |
| LULU | New | Lululemon Athletica Inc | $11,000 | – | 65 | +100.0% | 0.00% | – |
| INMB | New | INmune Bio Inc | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| VB | New | Vanguard Small-Cap ETFsmall cp etf | $12,000 | – | 80 | +100.0% | 0.00% | – |
| MGA | New | Magna International Inc | $14,000 | – | 292 | +100.0% | 0.00% | – |
| MFC | New | Manulife Financial Corp | $14,000 | – | 773 | +100.0% | 0.00% | – |
| HAS | New | Hasbro Inc | $14,000 | – | 138 | +100.0% | 0.00% | – |
| HBI | New | Hanesbrands Inc | $10,000 | – | 608 | +100.0% | 0.00% | – |
| HSBC | New | HSBC Holdings PLC ADRspon adr new | $9,000 | – | 216 | +100.0% | 0.00% | – |
| IAE | New | Voya Asia Pacific High Dividend Eq Inc | $12,000 | – | 1,400 | +100.0% | 0.00% | – |
| MATX | New | Matson Inc | $14,000 | – | 363 | +100.0% | 0.00% | – |
| SAP | New | SAP SE ADRspon adr | $9,000 | – | 67 | +100.0% | 0.00% | – |
| GPS | New | Gap Inc | $11,000 | – | 633 | +100.0% | 0.00% | – |
| GAB | New | Gabelli Equity Trust | $11,000 | – | 1,828 | +100.0% | 0.00% | – |
| MCK | New | McKesson Corp | $11,000 | – | 82 | +100.0% | 0.00% | – |
| GWPH | New | GW Pharmaceuticals PLCads | $13,000 | – | 78 | +100.0% | 0.00% | – |
| GLIBA | New | GCI Liberty Inc | $11,000 | – | 185 | +100.0% | 0.00% | – |
| FBHS | New | Fortune Brands Home & Security Inc | $14,000 | – | 256 | +100.0% | 0.00% | – |
| New | Micro Focus International PLCspon adr new | $9,000 | – | 351 | +100.0% | 0.00% | – | |
| WELL | New | Welltower Inc Com | $12,000 | – | 150 | +100.0% | 0.00% | – |
| SNY | New | Sanofisponsored adr | $9,000 | – | 209 | +100.0% | 0.00% | – |
| FTCH | New | FARFETCH LTD CL Aord sh cl a | $14,000 | – | 685 | +100.0% | 0.00% | – |
| MTT | New | Western Asset Muni Defined Opp | $11,000 | – | 504 | +100.0% | 0.00% | – |
| MIME | New | Mimecast Ltd | $9,000 | – | 200 | +100.0% | 0.00% | – |
| CCEP | New | Coca-Cola European Partners PLC | $9,000 | – | 174 | +100.0% | 0.00% | – |
| ES | New | Eversource Energy | $10,000 | – | 141 | +100.0% | 0.00% | – |
| PLD | New | Prologis Inc | $10,000 | – | 134 | +100.0% | 0.00% | – |
| ENB | New | Enbridge Inc Com | $13,000 | – | 373 | +100.0% | 0.00% | – |
| EIX | New | Edison International | $13,000 | – | 200 | +100.0% | 0.00% | – |
| RHT | New | Red Hat Inc | $12,000 | – | 66 | +100.0% | 0.00% | – |
| EVV | New | EV Limited Duration Income | $12,000 | – | 1,000 | +100.0% | 0.00% | – |
| NEM | New | Newmont Mining Corp | $11,000 | – | 304 | +100.0% | 0.00% | – |
| EPR | New | EPR Properties | $9,000 | – | 122 | +100.0% | 0.00% | – |
| EOG | New | EOG Resources Inc | $9,000 | – | 100 | +100.0% | 0.00% | – |
| NOK | New | Nokia Oyjsponsored adr | $11,000 | – | 2,221 | +100.0% | 0.00% | – |
| DRI | New | Darden Restaurants Inc | $9,000 | – | 75 | +100.0% | 0.00% | – |
| CRON | New | Cronos Group Inc | $9,000 | – | 600 | +100.0% | 0.00% | – |
| NTNX | New | Nutanix Inccl a | $9,000 | – | 375 | +100.0% | 0.00% | – |
| NXQ | New | Nuveen Select TaxFree Income 2sh ben int | $11,000 | – | 768 | +100.0% | 0.00% | – |
| CAG | New | Conagra Brands Inc | $12,000 | – | 464 | +100.0% | 0.00% | – |
| NHA | New | Nuveen Municipal 2021 Target Term | $10,000 | – | 1,086 | +100.0% | 0.00% | – |
| BXMX | New | Nuveen S&P 500 Buy-Write Income | $13,000 | – | 1,032 | +100.0% | 0.00% | – |
| COLM | New | Columbia Sportswear Co | $9,000 | – | 93 | +100.0% | 0.00% | – |
| UNIT | New | Uniti Group Inc | $9,000 | – | 986 | +100.0% | 0.00% | – |
| ABB | New | ABB Ltdsponsored adr | $5,000 | – | 277 | +100.0% | 0.00% | – |
| ATVI | New | Activision Blizzard Inc | $4,000 | – | 100 | +100.0% | 0.00% | – |
| AMTX | New | Aemetis Inc | $3,000 | – | 4,000 | +100.0% | 0.00% | – |
| ALB | New | Albemarle Corp | $4,000 | – | 64 | +100.0% | 0.00% | – |
| ALL | New | Allstate Corp | $4,000 | – | 46 | +100.0% | 0.00% | – |
| AWK | New | American Water Works Co Inc | $3,000 | – | 30 | +100.0% | 0.00% | – |
| AVXL | New | Anavex Life Sciences Corp | $8,000 | – | 2,500 | +100.0% | 0.00% | – |
| ANSS | New | Ansys Inc | $3,000 | – | 17 | +100.0% | 0.00% | – |
| APY | New | Apergy Corp | $4,000 | – | 138 | +100.0% | 0.00% | – |
| APO | New | Apollo Global Management LLC | $3,000 | – | 113 | +100.0% | 0.00% | – |
| ANET | New | Arista Networks Inc | $3,000 | – | 15 | +100.0% | 0.00% | – |
| AZO | New | AutoZone Inc | $7,000 | – | 7 | +100.0% | 0.00% | – |
| BWXT | New | Bwx Technologies Inc | $5,000 | – | 98 | +100.0% | 0.00% | – |
| BOH | New | Bank of Hawaii Corp | $7,000 | – | 92 | +100.0% | 0.00% | – |
| BANR | New | Banner Corp | $4,000 | – | 80 | +100.0% | 0.00% | – |
| BHP | New | Bhp Billiton Ltdsponsored ads | $8,000 | – | 142 | +100.0% | 0.00% | – |
| BLK | New | BlackRock Inc | $5,000 | – | 11 | +100.0% | 0.00% | – |
| CDW | New | CDW Corp | $5,000 | – | 53 | +100.0% | 0.00% | – |
| CF | New | CF Industries Holdings Inc | $3,000 | – | 70 | +100.0% | 0.00% | – |
| CNQ | New | Canadian Natural Resources Ltd | $6,000 | – | 221 | +100.0% | 0.00% | – |
| CELG | New | Celgene Corp | $5,000 | – | 62 | +100.0% | 0.00% | – |
| CERN | New | Cerner Corp | $3,000 | – | 53 | +100.0% | 0.00% | – |
| CC | New | The Chemours Co | $6,000 | – | 262 | +100.0% | 0.00% | – |
| SNP | New | China Petroleum & Chemical Corp | $4,000 | – | 62 | +100.0% | 0.00% | – |
| CTAS | New | Cintas Corp | $4,000 | – | 17 | +100.0% | 0.00% | – |
| CFG | New | Citizens Financial Group Inc | $4,000 | – | 133 | +100.0% | 0.00% | – |
| FOF | New | Cohen & Steers Closed-End Opp | $6,000 | – | 508 | +100.0% | 0.00% | – |
| CS | New | Credit Suisse Group AGsponsored adr | $3,000 | – | 258 | +100.0% | 0.00% | – |
| DHI | New | D.R. Horton Inc | $5,000 | – | 126 | +100.0% | 0.00% | – |
| MIDU | New | Direxion Daily Mid Cap Bull 3X ETFdly midcap etf3x | $4,000 | – | 106 | +100.0% | 0.00% | – |
| DFS | New | Discover Financial Services | $6,000 | – | 87 | +100.0% | 0.00% | – |
| DG | New | Dollar General Corp | $3,000 | – | 25 | +100.0% | 0.00% | – |
| UFS | New | Domtar Corp | $6,000 | – | 135 | +100.0% | 0.00% | – |
| DRE | New | Duke Realty Corp | $4,000 | – | 152 | +100.0% | 0.00% | – |
| IVES | New | ETFMG Drone Economy Strategy ETFdrone econmy stg | $6,000 | – | 190 | +100.0% | 0.00% | – |
| EQIX | New | Equinix Inc | $3,000 | – | 7 | +100.0% | 0.00% | – |
| EPM | New | Evolution Petroleum Corp | $7,000 | – | 1,039 | +100.0% | 0.00% | – |
| EXEL | New | Exelixis Inc | $5,000 | – | 250 | +100.0% | 0.00% | – |
| FLIR | New | FLIR Systems Inc | $5,000 | – | 100 | +100.0% | 0.00% | – |
| FICO | New | Fair Isaac Corp | $3,000 | – | 11 | +100.0% | 0.00% | – |
| FHI | New | Federated Investors Inccl b | $5,000 | – | 155 | +100.0% | 0.00% | – |
| FIS | New | Fidelity National Information Services Inc | $3,000 | – | 25 | +100.0% | 0.00% | – |
| FLS | New | Flowserve Corp | $6,000 | – | 116 | +100.0% | 0.00% | – |
| GTX | New | Garrett Motion Inc | $3,000 | – | 198 | +100.0% | 0.00% | – |
| GDDY | New | GoDaddy Inccl a | $3,000 | – | 51 | +100.0% | 0.00% | – |
| GPRO | New | GoPro Inc Acl a | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
| HOG | New | Harley-Davidson Inc | $6,000 | – | 171 | +100.0% | 0.00% | – |
| HTA | New | Healthcare Trust of America Inccl a new | $3,000 | – | 125 | +100.0% | 0.00% | – |
| HLT | New | Hilton Worldwide Holdings Inc | $7,000 | – | 73 | +100.0% | 0.00% | – |
| HUM | New | Humana Inc | $8,000 | – | 33 | +100.0% | 0.00% | – |
| INFY | New | Infosys Ltdsponsored adr | $8,000 | – | 800 | +100.0% | 0.00% | – |
| IP | New | International Paper Co | $3,000 | – | 87 | +100.0% | 0.00% | – |
| PKW | New | Invesco BuyBack Achievers ETFbuyback achiev | $6,000 | – | 108 | +100.0% | 0.00% | – |
| KBWP | New | Invesco KBW Property & Casualty Ins ETFkbw ppty casut | $3,000 | – | 48 | +100.0% | 0.00% | – |
| INVH | New | Invitation Homes Inc | $3,000 | – | 149 | +100.0% | 0.00% | – |
| IBB | New | iShares Nasdaq Biotechnologynasdaq biotech | $6,000 | – | 56 | +100.0% | 0.00% | – |
| IEV | New | iShares Europeeurope etf | $4,000 | – | 107 | +100.0% | 0.00% | – |
| EXI | New | iShares Global Industrials ETFglob indstrl etf | $7,000 | – | 80 | +100.0% | 0.00% | – |
| IHE | New | iShares US Pharmaceuticalsu.s. pharma etf | $6,000 | – | 40 | +100.0% | 0.00% | – |
| J | New | Jacobs Engineering Group Inc | $6,000 | – | 75 | +100.0% | 0.00% | – |
| PHG | New | Royal Philips NV ADRny reg sh new | $8,000 | – | 197 | +100.0% | 0.00% | – |
| FWONA | New | Liberty Formula One Group | $5,000 | – | 162 | +100.0% | 0.00% | – |
| LGFB | New | Lions Gate Entertainment Corpcl b non vtg | $5,000 | – | 440 | +100.0% | 0.00% | – |
| MRO | New | Marathon Oil Corp | $7,000 | – | 518 | +100.0% | 0.00% | – |
| MCHP | New | Microchip Technology Inc | $5,000 | – | 62 | +100.0% | 0.00% | – |
| MUFG | New | Mitsubishi UFJ Financial Group Incsponsored ads | $6,000 | – | 1,280 | +100.0% | 0.00% | – |
| NRG | New | NRG Energy Inc | $5,000 | – | 161 | +100.0% | 0.00% | – |
| NGG | New | National Grid PLC ADRsponsored adr ne | $8,000 | – | 148 | +100.0% | 0.00% | – |
| NEPT | New | Neptune Wellness Solutions Inc | $5,000 | – | 1,150 | +100.0% | 0.00% | – |
| EDU | New | New Oriental Education & Technology Group Incspon adr | $5,000 | – | 61 | +100.0% | 0.00% | – |
| NEU | New | NewMarket Corp | $6,000 | – | 16 | +100.0% | 0.00% | – |
| NBL | New | Noble Energy Inc | $6,000 | – | 272 | +100.0% | 0.00% | – |
| DNOW | New | NOW Inc | $4,000 | – | 328 | +100.0% | 0.00% | – |
| OMC | New | Omnicom Group Inc | $6,000 | – | 75 | +100.0% | 0.00% | – |
| ORAN | New | Orange SAsponsored adr | $6,000 | – | 415 | +100.0% | 0.00% | – |
| IX | New | ORIX Corpsponsored adr | $3,000 | – | 45 | +100.0% | 0.00% | – |
| PFLT | New | PennantPark Floating Rate Capital Ltd | $6,000 | – | 600 | +100.0% | 0.00% | – |
| PRSP | New | Perspecta Inc | $3,000 | – | 131 | +100.0% | 0.00% | – |
| PVTL | New | Pivotal Software Inc | $6,000 | – | 584 | +100.0% | 0.00% | – |
| POST | New | Post Holdings Inc | $3,000 | – | 36 | +100.0% | 0.00% | – |
| TROW | New | T. Rowe Price Group Inc | $6,000 | – | 61 | +100.0% | 0.00% | – |
| NOBL | New | ProShares S&P 500 Dividend Aristocratss&p 500 dv arist | $4,000 | – | 60 | +100.0% | 0.00% | – |
| RDFN | New | Redfin Corp | $5,000 | – | 280 | +100.0% | 0.00% | – |
| REZI | New | Resideo Technologies Inc | $7,000 | – | 332 | +100.0% | 0.00% | – |
| RCI | New | Rogers Communications Inccl b | $5,000 | – | 96 | +100.0% | 0.00% | – |
| ROST | New | Ross Stores Inc | $4,000 | – | 49 | +100.0% | 0.00% | – |
| SPGI | New | S&Pglobal Inc Com | $4,000 | – | 18 | +100.0% | 0.00% | – |
| SKM | New | SK Telecom Co Ltdsponsored adr | $4,000 | – | 188 | +100.0% | 0.00% | – |
| RWR | New | SPDR Dow Jones REIT ETFdj reit etf | $5,000 | – | 60 | +100.0% | 0.00% | – |
| SPTI | New | SPDR Blmbg Barclays Interm Term Trs ETFblmbrg brc intrm | $8,000 | – | 143 | +100.0% | 0.00% | – |
| XSD | New | SPDR S&P Semiconductor ETFs&p semicndctr | $3,000 | – | 47 | +100.0% | 0.00% | – |
| SBRA | New | Sabra Health Care REIT Inc | $8,000 | – | 455 | +100.0% | 0.00% | – |
| SCHN | New | Schnitzer Steel Industries Inccl a | $7,000 | – | 300 | +100.0% | 0.00% | – |
| XLB | New | Materials Select Sector SPDR ETFsbi materials | $7,000 | – | 132 | +100.0% | 0.00% | – |
| STI | New | SunTrust Banks Inc | $6,000 | – | 107 | +100.0% | 0.00% | – |
| RJI | New | ELEMENTS Rogers Intl Cmdty TR ETNrog ttl etn 22 | $6,000 | – | 1,250 | +100.0% | 0.00% | – |
| SYMC | New | Symantec Corp | $5,000 | – | 275 | +100.0% | 0.00% | – |
| TSM | New | Taiwan Semiconductor Manufacturing Co Ltdsponsored ads | $6,000 | – | 155 | +100.0% | 0.00% | – |
| TTWO | New | Take-Two Interactive Software Inc | $5,000 | – | 50 | +100.0% | 0.00% | – |
| TFX | New | Teleflex Inc | $3,000 | – | 10 | +100.0% | 0.00% | – |
| TELL | New | Tellurian Inc New | $3,000 | – | 500 | +100.0% | 0.00% | – |
| TDC | New | Teradata Corp | $7,000 | – | 200 | +100.0% | 0.00% | – |
| TMK | New | Torchmark Corp | $4,000 | – | 46 | +100.0% | 0.00% | – |
| TSS | New | Total System Services Inc | $3,000 | – | 31 | +100.0% | 0.00% | – |
| TCBK | New | TriCo Bancshares | $7,000 | – | 188 | +100.0% | 0.00% | – |
| TRMB | New | Trimble Inc | $4,000 | – | 100 | +100.0% | 0.00% | – |
| TSN | New | Tyson Foods Inc Class Acl a | $4,000 | – | 52 | +100.0% | 0.00% | – |
| USPH | New | US Physical Therapy Inc | $6,000 | – | 50 | +100.0% | 0.00% | – |
| URI | New | United Rentals Inc | $6,000 | – | 46 | +100.0% | 0.00% | – |
| UEC | New | Uranium Energy Corp | $4,000 | – | 3,000 | +100.0% | 0.00% | – |
| VNM | New | VanEck Vectors Vietnam ETFvietnam etf | $4,000 | – | 266 | +100.0% | 0.00% | – |
| VEA | New | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $3,000 | – | 81 | +100.0% | 0.00% | – |
| VUG | New | Vanguard Growth ETFgrowth etf | $8,000 | – | 52 | +100.0% | 0.00% | – |
| ZTR | New | Virtus Global Dividend & Income | $6,000 | – | 580 | +100.0% | 0.00% | – |
| WVVI | New | Willamette Valley Vineyards Inc | $4,000 | – | 650 | +100.0% | 0.00% | – |
| WDAY | New | Workday Inccl a | $3,000 | – | 16 | +100.0% | 0.00% | – |
| ADNT | New | Adient PLC | $3,000 | – | 161 | +100.0% | 0.00% | – |
| ARCO | New | Arcos Dorados Holdings Inc | $7,000 | – | 1,015 | +100.0% | 0.00% | – |
| ACN | New | Accenture PLC A | $4,000 | – | 22 | +100.0% | 0.00% | – |
| BIP | New | Brookfield Infrastructure Partners LPlp int unit | $4,000 | – | 112 | +100.0% | 0.00% | – |
| INFO | New | IHS Markit Ltd A | $6,000 | – | 100 | +100.0% | 0.00% | – |
| ALC | New | Alcon Inc Ord Shs | $3,000 | – | 53 | +100.0% | 0.00% | – |
| CPA | New | Copa Holdings SA Class Acl a | $7,000 | – | 80 | +100.0% | 0.00% | – |
| XES | New | SPDR S&P Oil & Gas Equipment&Svcs ETFoilgas equip | $2,000 | – | 250 | +100.0% | 0.00% | – |
| RL | New | Ralph Lauren Corp Class Acl a | $1,000 | – | 15 | +100.0% | 0.00% | – |
| AIGWS | New | American International Group Inc*w exp 01/19/202 | $0 | – | 2 | +100.0% | 0.00% | – |
| PIPR | New | Piper Jaffray Cos | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PXD | New | Pioneer Natural Resources Co | $2,000 | – | 17 | +100.0% | 0.00% | – |
| NUV | New | Nuveen Municipal Value | $2,000 | – | 252 | +100.0% | 0.00% | – |
| NVTRQ | New | Nuvectra Corp Com | $0 | – | 150 | +100.0% | 0.00% | – |
| NWSA | New | News Corpcl a | $0 | – | 26 | +100.0% | 0.00% | – |
| CRSP | New | Crispr Therapeutics Agnamen Aktnamen akt | $2,000 | – | 48 | +100.0% | 0.00% | – |
| MORN | New | Morningstar Inc | $2,000 | – | 14 | +100.0% | 0.00% | – |
| TAP | New | Molson Coors Brewing Co Bcl b | $2,000 | – | 52 | +100.0% | 0.00% | – |
| SLX | New | VanEck Vectors Steel ETFsteel etf | $1,000 | – | 44 | +100.0% | 0.00% | – |
| MKC | New | McCormick & Co Inc Non-Voting | $0 | – | 4 | +100.0% | 0.00% | – |
| MKL | New | Markel Corp | $2,000 | – | 2 | +100.0% | 0.00% | – |
| AKAM | New | Akamai Technologies Inc | $2,000 | – | 37 | +100.0% | 0.00% | – |
| MDU | New | MDU Resources Group Inc | $0 | – | 19 | +100.0% | 0.00% | – |
| LITE | New | Lumentum Holdings Inc | $0 | – | 2 | +100.0% | 0.00% | – |
| LLEXQ | New | Lilis Energy Inc | $0 | – | 1,500 | +100.0% | 0.00% | – |
| RIG | New | Transocean Ltd | $0 | – | 26 | +100.0% | 0.00% | – |
| VWO | New | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $1,000 | – | 32 | +100.0% | 0.00% | – |
| LEG | New | Leggett & Platt Inc | $0 | – | 8 | +100.0% | 0.00% | – |
| LH | New | Laboratory Corp of America Holdings | $2,000 | – | 17 | +100.0% | 0.00% | – |
| LB | New | L Brands Inc | $0 | – | 17 | +100.0% | 0.00% | – |
| KTB | New | Kontoor Brands Inc | $1,000 | – | 41 | +100.0% | 0.00% | – |
| GOVT | New | iShares US Treasury Bondus treas bd etf | $1,000 | – | 45 | +100.0% | 0.00% | – |
| SLV | New | iShares Silver Trustishares | $1,000 | – | 80 | +100.0% | 0.00% | – |
| IYH | New | iShares U.S. Healthcare ETFus hlthcare etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VMBS | New | Vanguard Mortgage-Backed Secs ETFmortg-back sec | $1,000 | – | 22 | +100.0% | 0.00% | – |
| EWZ | New | iShares MSCI Brazil ETFmsci brazil etf | $2,000 | – | 48 | +100.0% | 0.00% | – |
| DBB | New | Invesco DB Base Metals Fundbase metals fd | $1,000 | – | 71 | +100.0% | 0.00% | – |
| DBE | New | Invesco DB Energy Fundenergy fd | $1,000 | – | 87 | +100.0% | 0.00% | – |
| PBW | New | Invesco WilderHill Clean Energy ETFwilderhil clan | $0 | – | 5 | +100.0% | 0.00% | – |
| XENT | New | Intersect ENT Inc | $1,000 | – | 45 | +100.0% | 0.00% | – |
| VV | New | Vanguard Large-Cap ETFlarge cap etf | $2,000 | – | 16 | +100.0% | 0.00% | – |
| NTLA | New | Intellia Therapeutics Inc | $1,000 | – | 77 | +100.0% | 0.00% | – |
| ASIX | New | AdvanSix Inc | $1,000 | – | 53 | +100.0% | 0.00% | – |
| IAC | New | IAC/InterActiveCorp | $2,000 | – | 13 | +100.0% | 0.00% | – |
| HII | New | Huntington Ingalls Industries Inc | $2,000 | – | 12 | +100.0% | 0.00% | – |
| HBAN | New | Huntington Bancshares Inc | $1,000 | – | 108 | +100.0% | 0.00% | – |
| JBHT | New | JB Hunt Transport Services Inc | $2,000 | – | 30 | +100.0% | 0.00% | – |
| HPR | New | HighPoint Resources Corp | $0 | – | 500 | +100.0% | 0.00% | – |
| HEXO | New | HEXO Corp | $1,000 | – | 200 | +100.0% | 0.00% | – |
| ADMS | New | Adamas Pharmaceuticals Inc | $1,000 | – | 200 | +100.0% | 0.00% | – |
| JKHY | New | Jack Henry & Associates Inc | $2,000 | – | 15 | +100.0% | 0.00% | – |
| HDB | New | HDFC Bank Ltdsponsored ads | $1,000 | – | 14 | +100.0% | 0.00% | – |
| HCA | New | HCA Holdings Inc | $2,000 | – | 21 | +100.0% | 0.00% | – |
| GGG | New | Graco Inc | $0 | – | 16 | +100.0% | 0.00% | – |
| WAB | New | Westinghouse Air Brake Technologies Corp | $2,000 | – | 36 | +100.0% | 0.00% | – |
| GT | New | Goodyear Tire & Rubber Co | $1,000 | – | 100 | +100.0% | 0.00% | – |
| GMWSB | New | General Motors Co*w exp 07/10/201 | $0 | – | 1 | +100.0% | 0.00% | – |
| FNKO | New | Funko Inc | $1,000 | – | 50 | +100.0% | 0.00% | – |
| FTRCQ | New | Frontier Communications Corp Class B | $0 | – | 205 | +100.0% | 0.00% | – |
| FOXA | New | Fox Corp | $1,000 | – | 35 | +100.0% | 0.00% | – |
| QABA | New | First Trust NASDAQ ABA Community Bk ETF | $2,000 | – | 52 | +100.0% | 0.00% | – |
| FUTY | New | Fidelity MSCI Utilities ETFmsci utils index | $0 | – | 9 | +100.0% | 0.00% | – |
| FSTA | New | Fidelity MSCI Consumer Staples ETFconsmr staples | $0 | – | 9 | +100.0% | 0.00% | – |
| FGPRQ | New | Ferrellgas Partners LPunit ltd part | $0 | – | 469 | +100.0% | 0.00% | – |
| FDS | New | FactSet Research Systems Inc | $1,000 | – | 6 | +100.0% | 0.00% | – |
| EXPE | New | Expedia Inc | $1,000 | – | 12 | +100.0% | 0.00% | – |
| WATT | New | Energous Corp | $0 | – | 100 | +100.0% | 0.00% | – |
| EDIT | New | Editas Medicine Inc | $1,000 | – | 59 | +100.0% | 0.00% | – |
| WRK | New | WRKCo Inc | $2,000 | – | 81 | +100.0% | 0.00% | – |
| WEX | New | WEX Inc | $2,000 | – | 13 | +100.0% | 0.00% | – |
| DY | New | Dycom Industries Inc | $2,000 | – | 50 | +100.0% | 0.00% | – |
| WIX | New | Wix.com Ltd | $2,000 | – | 18 | +100.0% | 0.00% | – |
| CURE | New | Direxion Daily Healthcare Bull 3X ETFhealthcare bul | $0 | – | 13 | +100.0% | 0.00% | – |
| TNA | New | Direxion Daily Small Cap Bull 3X ETFdly smcap bull3x | $2,000 | – | 32 | +100.0% | 0.00% | – |
| DKS | New | Dick's Sporting Goods Inc | $2,000 | – | 77 | +100.0% | 0.00% | – |
| DELL | New | Dell Technologies Inccl c | $0 | – | 17 | +100.0% | 0.00% | – |
| CCK | New | Crown Holdings Inc | $2,000 | – | 48 | +100.0% | 0.00% | – |
| AZZ | New | AZZ Inc | $2,000 | – | 50 | +100.0% | 0.00% | – |
| WKHS | New | Workhorse Group Inc Com | $1,000 | – | 615 | +100.0% | 0.00% | – |
| CNDT | New | Conduent Inc | $0 | – | 40 | +100.0% | 0.00% | – |
| CMC | New | Commercial Metals Co | $1,000 | – | 102 | +100.0% | 0.00% | – |
| XLNX | New | Xilinx Inc | $2,000 | – | 21 | +100.0% | 0.00% | – |
| XHR | New | Xenia Hotels & Resorts Inc | $1,000 | – | 62 | +100.0% | 0.00% | – |
| COHU | New | Cohu Inc | $0 | – | 4 | +100.0% | 0.00% | – |
| CTSH | New | Cognizant Technology Solutions Corp Acl a | $2,000 | – | 38 | +100.0% | 0.00% | – |
| CHD | New | Church & Dwight Co Inc | $1,000 | – | 21 | +100.0% | 0.00% | – |
| CSL | New | Carlisle Companies Inc | $2,000 | – | 15 | +100.0% | 0.00% | – |
| CME | New | CME Group Inc Class A | $1,000 | – | 9 | +100.0% | 0.00% | – |
| BURL | New | Burlington Stores Inc | $2,000 | – | 16 | +100.0% | 0.00% | – |
| ZNGA | New | Zynga Inc Class Acl a | $0 | – | 125 | +100.0% | 0.00% | – |
| RACE | New | Ferrari NV | $2,000 | – | 17 | +100.0% | 0.00% | – |
| BOX | New | Box Inccl a | $1,000 | – | 60 | +100.0% | 0.00% | – |
| WIFI | New | Boingo Wireless Inc | $1,000 | – | 100 | +100.0% | 0.00% | – |
| BB | New | BlackBerry Ltd | $0 | – | 100 | +100.0% | 0.00% | – |
| FCAU | New | Fiat Chrysler Automobiles NV | $2,000 | – | 156 | +100.0% | 0.00% | – |
| USCR | New | US Concrete Inc | $2,000 | – | 48 | +100.0% | 0.00% | – |
| JNK | New | SPDR Blmbg Barclays High Yield Bd ETFbloomberg brclys | $0 | – | 1 | +100.0% | 0.00% | – |
| SEIC | New | SEI Investments Co | $2,000 | – | 36 | +100.0% | 0.00% | – |
| BLKB | New | Blackbaud Inc | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AFL | New | Aflac Inc | $0 | – | 12 | +100.0% | 0.00% | – |
| BIOL | New | Biolase Inc | $0 | – | 45 | +100.0% | 0.00% | – |
| BIO | New | Bio-Rad Laboratories Inccl a | $2,000 | – | 8 | +100.0% | 0.00% | – |
| ICLR | New | Icon PLC | $0 | – | 5 | +100.0% | 0.00% | – |
| BERY | New | Berry Global Group Inc | $2,000 | – | 51 | +100.0% | 0.00% | – |
| IGT | New | International Game Technology PLC | $2,000 | – | 196 | +100.0% | 0.00% | – |
| BBD | New | Banco Bradesco Sasp adr pfd new | $2,000 | – | 272 | +100.0% | 0.00% | – |
| AXGN | New | Axogen Inc | $0 | – | 45 | +100.0% | 0.00% | – |
| ATR | New | AptarGroup Inc | $1,000 | – | 16 | +100.0% | 0.00% | – |
| MNKKQ | New | Mallinckrodt PLC | $0 | – | 4 | +100.0% | 0.00% | – |
| APA | New | Apache Corp | $0 | – | 17 | +100.0% | 0.00% | – |
| TTD | New | The Trade Desk Inc Com Cl A | $1,000 | – | 5 | +100.0% | 0.00% | – |
| NVT | New | nVent Electric PLC | $0 | – | 21 | +100.0% | 0.00% | – |
| THC | New | Tenet Healthcare Corp | $0 | – | 13 | +100.0% | 0.00% | – |
| TEF | New | Telefonica Sasponsored adr | $0 | – | 29 | +100.0% | 0.00% | – |
| PRTA | New | Prothena Corp PLC | $0 | – | 4 | +100.0% | 0.00% | – |
| TDOC | New | Teladoc Health Inc | $0 | – | 3 | +100.0% | 0.00% | – |
| TRXC | New | TransEnterix Inc | $0 | – | 585 | +100.0% | 0.00% | – |
| TRU | New | TransUnion | $2,000 | – | 40 | +100.0% | 0.00% | – |
| SNA | New | Snap-on Inc | $2,000 | – | 17 | +100.0% | 0.00% | – |
| SJM | New | JM Smucker Co | $1,000 | – | 16 | +100.0% | 0.00% | – |
| APH | New | Amphenol Corpcl a | $2,000 | – | 27 | +100.0% | 0.00% | – |
| ARL | New | American Realty Investors Inc | $0 | – | 51 | +100.0% | 0.00% | – |
| HEAR | New | Turtle Beach Corp | $0 | – | 65 | +100.0% | 0.00% | – |
| TWLO | New | Twilio Inccl a | $2,000 | – | 16 | +100.0% | 0.00% | – |
| SAND | New | Sandstorm Gold Ltd | $1,000 | – | 257 | +100.0% | 0.00% | – |
| PRGO | New | Perrigo Co PLC | $0 | – | 15 | +100.0% | 0.00% | – |
| SIVB | New | SVB Financial Group | $2,000 | – | 12 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 32 | Q3 2023 | 15.6% |
| ISHARES TR | 32 | Q3 2023 | 23.6% |
| ISHARES TR | 32 | Q3 2023 | 6.8% |
| APPLE INC COM | 32 | Q3 2023 | 4.7% |
| ISHARES TR | 32 | Q3 2023 | 7.7% |
| ISHARES INC | 32 | Q3 2023 | 5.1% |
| ISHARES TR | 32 | Q3 2023 | 5.9% |
| ISHARES TR | 32 | Q3 2023 | 5.3% |
| Ishares Tr Core Msci Eafe Etf | 32 | Q3 2023 | 9.5% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 2.5% |
View TRUE Private Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View TRUE Private Wealth Advisors'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.