$223 Million is the total value of Guidant Wealth Advisors's 191 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 23.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBMH | Buy | ISHARES IBONDSetf | $28,065,000 | +1527.0% | 1,119,114 | +1557.2% | 12.56% | +925.5% |
| VEA | Buy | VANGUARD FTSEetf | $16,914,000 | +16.6% | 361,800 | +8.1% | 7.57% | -26.5% |
| VWO | Buy | VANGUARD FSTEetf | $16,691,000 | +10.5% | 348,692 | +2.0% | 7.47% | -30.3% |
| SCHG | Buy | SCHWAB USetf | $14,515,000 | +85.6% | 222,253 | +90.0% | 6.50% | +17.0% |
| BNDX | Buy | VANGUARD TOTALetf | $14,087,000 | +35.3% | 226,695 | +18.8% | 6.31% | -14.7% |
| IWP | Buy | ISHARES RUSSELLetf | $10,259,000 | +256.7% | 71,310 | +184.3% | 4.59% | +124.9% |
| VOE | Buy | VANGUARD MIDetf | $10,156,000 | +151.6% | 82,653 | +117.3% | 4.55% | +58.7% |
| VXF | Buy | VANGUARD EXTENDEDetf | $10,094,000 | +9.0% | 88,561 | +3.5% | 4.52% | -31.2% |
| VBK | Buy | VANGUARD SMALLetf | $9,436,000 | +104.1% | 63,049 | +110.5% | 4.22% | +28.7% |
| DJCI | Buy | UBS AGetf | $9,342,000 | +8.3% | 583,115 | +3.4% | 4.18% | -31.7% |
| VOO | Buy | VANGUARD S&Petf | $8,486,000 | +10.4% | 33,709 | +2.3% | 3.80% | -30.4% |
| JNK | Buy | SPDR BLOOMBERGetf | $8,199,000 | +3.2% | 221,666 | +3.8% | 3.67% | -34.9% |
| PFF | Buy | ISHARES U Setf | $7,655,000 | +116.2% | 126,428 | +36.8% | 3.43% | +36.3% |
| IVE | Buy | ISHARES S&Petf | $7,374,000 | +303.0% | 51,066 | +203.4% | 3.30% | +154.1% |
| EFA | Buy | ISHARES MSCIetf | $7,192,000 | +159.6% | 124,593 | +207.8% | 3.22% | +63.7% |
| TIP | Buy | ISHARES TIPSetf | $6,874,000 | +1.5% | 60,407 | +1.2% | 3.08% | -36.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY | $6,028,000 | +7.9% | 29,733 | -0.2% | 2.70% | -32.0% |
| DLN | Buy | WISDOMTREE U Setf | $5,300,000 | +120.0% | 110,548 | +302.6% | 2.37% | +38.7% |
| VNQI | Buy | VANGUARD GLOBALetf | $3,186,000 | +10.5% | 50,823 | +4.8% | 1.43% | -30.3% |
| VNQ | Buy | VANGUARD REITetf | $2,485,000 | +0.7% | 30,514 | +3.2% | 1.11% | -36.5% |
| SPTM | Buy | SPDR PORTFOLIOetf | $1,768,000 | +21.5% | 51,990 | +578.7% | 0.79% | -23.4% |
| HYG | Buy | ISHARES IBOXXetf | $1,488,000 | +51.1% | 15,357 | +37.8% | 0.67% | -4.7% |
| RWO | Buy | SPDR DOWetf | $1,292,000 | +7.1% | 26,583 | +5.2% | 0.58% | -32.5% |
| ITOT | Buy | ISHARES COREetf | $1,193,000 | +397.1% | 8,662 | +109.7% | 0.53% | +214.1% |
| VGT | VANGUARD INFORMATIONetf | $1,072,000 | +11.2% | 6,224 | 0.0% | 0.48% | -29.8% | |
| IWS | Sell | ISHARES RUSSetf | $1,070,000 | +5.4% | 11,842 | -0.3% | 0.48% | -33.6% |
| WBA | Buy | WALGREENS BOOTS | $1,068,000 | +4.3% | 14,463 | +0.0% | 0.48% | -34.3% |
| ICF | Sell | ISHARES COHENetf | $854,000 | -1.7% | 8,587 | -0.2% | 0.38% | -38.1% |
| BEN | FRANKLIN RESOURCES | $848,000 | -1.7% | 19,309 | 0.0% | 0.38% | -38.0% | |
| AAPL | Buy | APPLE INC | $841,000 | +34.1% | 4,829 | +19.9% | 0.38% | -15.5% |
| VTIP | Sell | VANGUARD SHORTetf | $591,000 | -1.5% | 12,116 | -0.1% | 0.26% | -37.8% |
| MUB | ISHARES NATIONALetf | $500,000 | -0.4% | 4,533 | 0.0% | 0.22% | -37.1% | |
| ABBV | Sell | ABBVIE INC | $424,000 | +3.4% | 4,271 | -5.6% | 0.19% | -34.7% |
| NEE | Sell | NEXTERA ENERGY | $330,000 | -6.5% | 2,160 | -9.5% | 0.15% | -41.0% |
| ALL | Buy | ALLSTATE CORP | $307,000 | +1605.6% | 3,029 | +1414.5% | 0.14% | +953.8% |
| CLNS | COLONY NORTHSTAR | $296,000 | -12.2% | 27,047 | 0.0% | 0.13% | -44.8% | |
| NTRS | Sell | NORTHERN TRUST CORP | $281,000 | -24.3% | 2,744 | -31.6% | 0.13% | -52.1% |
| GOOG | Buy | ALPHABET INC | $276,000 | +2409.1% | 249 | +1975.0% | 0.12% | +1450.0% |
| T | AT&T INC | $272,000 | 0.0% | 7,120 | 0.0% | 0.12% | -36.8% | |
| HYMB | Buy | SPDR NUVEENetf | $266,000 | +1.1% | 4,756 | +0.9% | 0.12% | -36.4% |
| ABT | Buy | ABBOTT LABORATORIES | $260,000 | +16.6% | 4,435 | +8.7% | 0.12% | -26.6% |
| IOO | Buy | ISHARES GLOBALetf | $242,000 | +21.6% | 5,393 | +141.4% | 0.11% | -23.4% |
| QQQ | POWERSHARES QQQetf | $228,000 | +10.1% | 1,406 | 0.0% | 0.10% | -30.6% | |
| AMZN | Buy | AMAZON COM | $187,000 | +88.9% | 150 | +50.0% | 0.08% | +20.0% |
| VTWV | Buy | VANGUARD RUSSELLetf | $159,000 | +10.4% | 1,421 | +6.4% | 0.07% | -30.4% |
| VWOB | Sell | VANGUARD EMERGINGetf | $153,000 | -6.7% | 1,905 | -6.8% | 0.07% | -41.4% |
| XEL | Buy | XCEL ENERGY | $138,000 | -0.7% | 2,929 | +0.2% | 0.06% | -37.4% |
| CNP | CENTERPOINT ENERGY | $134,000 | -2.2% | 4,779 | 0.0% | 0.06% | -38.1% | |
| MS | New | MORGAN STANLEY | $132,000 | – | 2,500 | +100.0% | 0.06% | – |
| NYF | Buy | ISHARES NEW YORKetf | $128,000 | -0.8% | 2,314 | +100.0% | 0.06% | -38.0% |
| MMP | Sell | MAGELLAN MIDSTREAMetf | $121,000 | -0.8% | 1,675 | -3.4% | 0.05% | -37.9% |
| CLX | CLOROX COMPANY | $117,000 | +14.7% | 800 | 0.0% | 0.05% | -27.8% | |
| VZ | VERIZON COMMUNICATIONS | $116,000 | +7.4% | 2,218 | 0.0% | 0.05% | -32.5% | |
| SPY | Buy | SPDR S&Petf | $114,000 | +128.0% | 1,267 | +533.5% | 0.05% | +45.7% |
| PG | Buy | PROCTER & GAMBLE | $110,000 | -0.9% | 1,208 | +0.2% | 0.05% | -38.0% |
| HON | Sell | HONEYWELL INTL | $102,000 | -6.4% | 660 | -13.6% | 0.05% | -40.3% |
| PKW | POWERSHARES DYNAMICetf | $102,000 | +8.5% | 1,691 | 0.0% | 0.05% | -31.3% | |
| DFS | New | DISCOVER FINANCIAL | $96,000 | – | 1,250 | +100.0% | 0.04% | – |
| DIS | WALT DISNEY | $94,000 | +10.6% | 858 | 0.0% | 0.04% | -30.0% | |
| COST | COSTCO WHOLESALE | $93,000 | +22.4% | 494 | 0.0% | 0.04% | -22.2% | |
| CELG | CELGENE CORP | $89,000 | -25.2% | 859 | 0.0% | 0.04% | -52.4% | |
| BLK | Buy | BLACKROCK INC | $87,000 | +128.9% | 165 | +96.4% | 0.04% | +44.4% |
| FOXA | TWENTY FIRST | $80,000 | +37.9% | 2,214 | 0.0% | 0.04% | -12.2% | |
| OXY | OCCIDENTAL PETROLEUM | $80,000 | +17.6% | 1,076 | 0.0% | 0.04% | -25.0% | |
| PSCH | New | POWERSHARES S&Petf | $79,000 | – | 1,327 | +100.0% | 0.04% | – |
| PM | Sell | PHILIP MORRIS | $77,000 | -27.4% | 748 | -20.3% | 0.03% | -54.7% |
| QCOM | QUALCOMM INC | $76,000 | +26.7% | 1,152 | 0.0% | 0.03% | -20.9% | |
| FDX | FEDEX CORP | $75,000 | +21.0% | 282 | 0.0% | 0.03% | -22.7% | |
| JNJ | Sell | JOHNSON & JOHNSON | $73,000 | -24.7% | 515 | -29.8% | 0.03% | -52.2% |
| KTF | New | DEUTSCHE MUNICIPALetf | $71,000 | – | 6,000 | +100.0% | 0.03% | – |
| USB | Sell | U S BANCORP DE | $67,000 | -17.3% | 1,220 | -19.0% | 0.03% | -47.4% |
| TY | Buy | TRI CONTINENTALetf | $67,000 | +6.3% | 2,458 | +0.4% | 0.03% | -33.3% |
| XOM | EXXON MOBIL | $64,000 | +6.7% | 741 | 0.0% | 0.03% | -32.6% | |
| FHLC | Buy | FIDELITY MSCIetf | $60,000 | +252.9% | 1,318 | +205.1% | 0.03% | +125.0% |
| XLP | SECTOR CONSUMERetf | $57,000 | +7.5% | 1,000 | 0.0% | 0.03% | -31.6% | |
| MO | Sell | ALTRIA GROUP | $56,000 | -24.3% | 797 | -32.1% | 0.02% | -52.8% |
| EPD | ENTERPRISE PRODUCTSetf | $55,000 | +5.8% | 2,000 | 0.0% | 0.02% | -32.4% | |
| ACN | ACCENTURE PLC | $55,000 | +17.0% | 348 | 0.0% | 0.02% | -24.2% | |
| WMT | WAL-MART STORES | $54,000 | +25.6% | 538 | 0.0% | 0.02% | -22.6% | |
| DHR | DANAHER CORP | $53,000 | +10.4% | 558 | 0.0% | 0.02% | -29.4% | |
| UN | UNILEVER N V | $53,000 | -3.6% | 952 | 0.0% | 0.02% | -38.5% | |
| PEP | Sell | PEPSICO INC | $49,000 | -41.7% | 416 | -45.5% | 0.02% | -63.3% |
| IEF | ISHARES 7-10YRetf | $48,000 | -2.0% | 464 | 0.0% | 0.02% | -40.0% | |
| NFLX | Buy | NETFLIX INC | $47,000 | +95.8% | 225 | +80.0% | 0.02% | +23.5% |
| HD | Sell | HOME DEPOT | $44,000 | -36.2% | 232 | -44.6% | 0.02% | -59.2% |
| MDLZ | MONDELEZ INTERNATIONAL | $42,000 | +7.7% | 978 | 0.0% | 0.02% | -32.1% | |
| MSFT | Sell | MICROSOFT CORP | $42,000 | -17.6% | 479 | -29.6% | 0.02% | -47.2% |
| PAA | PLAINS ALLetf | $40,000 | +5.3% | 1,800 | 0.0% | 0.02% | -33.3% | |
| BDX | Buy | BECTON DICKINSON | $38,000 | +171.4% | 175 | +133.3% | 0.02% | +70.0% |
| NEA | Buy | NUVEEN AMTetf | $38,000 | +245.5% | 2,805 | +227.3% | 0.02% | +112.5% |
| MMM | Sell | 3M COMPANY | $39,000 | -17.0% | 165 | -25.3% | 0.02% | -48.5% |
| COL | ROCKWELL COLLINS | $36,000 | +2.9% | 269 | 0.0% | 0.02% | -36.0% | |
| FB | Buy | FACEBOOK INC | $36,000 | +125.0% | 194 | +106.4% | 0.02% | +45.5% |
| XBI | Buy | SPDR SERIESetf | $33,000 | +83.3% | 450 | +117.4% | 0.02% | +15.4% |
| DE | DEERE & COMPANY | $33,000 | +26.9% | 208 | 0.0% | 0.02% | -16.7% | |
| MBFI | MB FINANCIAL | $33,000 | -2.9% | 750 | 0.0% | 0.02% | -37.5% | |
| LMT | Buy | LOCKHEED MARTIN | $32,000 | +23.1% | 100 | +19.0% | 0.01% | -22.2% |
| LIT | Buy | GLOBAL Xetf | $29,000 | +38.1% | 724 | +33.3% | 0.01% | -13.3% |
| PBD | Buy | POWERSHARES GLOBALetf | $30,000 | +76.5% | 2,244 | +63.6% | 0.01% | +8.3% |
| CIBR | Buy | FIRST TRUSTetf | $30,000 | +76.5% | 1,287 | +66.3% | 0.01% | +8.3% |
| TRV | TRAVELERS COMPANIES | $26,000 | +8.3% | 199 | 0.0% | 0.01% | -29.4% | |
| ZBH | ZIMMER BIOMET | $27,000 | +8.0% | 217 | 0.0% | 0.01% | -33.3% | |
| KHC | KRAFT HEINZ | $27,000 | +3.8% | 345 | 0.0% | 0.01% | -33.3% | |
| PRU | PRUDENTIAL FINANCIAL | $24,000 | +9.1% | 210 | 0.0% | 0.01% | -31.2% | |
| IBM | Buy | INTL BUSINESS | $25,000 | +212.5% | 159 | +169.5% | 0.01% | +83.3% |
| UPS | UNITED PARCEL | $25,000 | +8.7% | 200 | 0.0% | 0.01% | -31.2% | |
| ETP | ENERGY TRANSFERetf | $23,000 | +4.5% | 1,200 | 0.0% | 0.01% | -37.5% | |
| UNH | New | UNITEDHEALTH GROUP | $22,000 | – | 100 | +100.0% | 0.01% | – |
| EOG | New | EOG RESOURCES | $22,000 | – | 200 | +100.0% | 0.01% | – |
| SBUX | STARBUCKS CORP | $23,000 | +9.5% | 392 | 0.0% | 0.01% | -33.3% | |
| NI | NISOURCE INC | $22,000 | -4.3% | 912 | 0.0% | 0.01% | -37.5% | |
| DEO | DIAGEO PLC | $21,000 | +5.0% | 150 | 0.0% | 0.01% | -35.7% | |
| FTV | FORTIVE CORP | $20,000 | +5.3% | 277 | 0.0% | 0.01% | -30.8% | |
| WCG | New | WELLCARE HEALTHPLANS | $20,000 | – | 100 | +100.0% | 0.01% | – |
| C | CITIGROUP INC | $20,000 | 0.0% | 270 | 0.0% | 0.01% | -35.7% | |
| ED | CONSOLIDATED EDISON | $20,000 | +5.3% | 244 | 0.0% | 0.01% | -30.8% | |
| UTX | UNITED TECHNOLOGIES | $20,000 | +11.1% | 154 | 0.0% | 0.01% | -30.8% | |
| AXP | New | AMERICAN EXPRESS | $20,000 | – | 200 | +100.0% | 0.01% | – |
| TMO | THERMO FISHER | $20,000 | +5.3% | 100 | 0.0% | 0.01% | -30.8% | |
| TSLA | TESLA INC | $20,000 | 0.0% | 61 | 0.0% | 0.01% | -35.7% | |
| EMR | New | EMERSON ELECTRIC | $21,000 | – | 300 | +100.0% | 0.01% | – |
| PFE | Sell | PFIZER INC | $18,000 | -56.1% | 500 | -56.2% | 0.01% | -72.4% |
| EEP | ENBRIDGE ENERGYetf | $17,000 | -10.5% | 1,200 | 0.0% | 0.01% | -38.5% | |
| TILT | New | FLEXSHARES MORNINGSTARetf | $17,000 | – | 150 | +100.0% | 0.01% | – |
| MCD | MCDONALDS CORP | $17,000 | +6.2% | 100 | 0.0% | 0.01% | -27.3% | |
| GLTR | ETFS PHYSICALetf | $18,000 | +5.9% | 274 | 0.0% | 0.01% | -33.3% | |
| GLD | SPDR GOLD | $18,000 | 0.0% | 149 | 0.0% | 0.01% | -38.5% | |
| NIM | New | NUVEEN SELECTetf | $15,000 | – | 1,498 | +100.0% | 0.01% | – |
| XLF | Sell | SECTOR FINANCIALetf | $15,000 | -34.8% | 557 | -38.1% | 0.01% | -56.2% |
| ITW | Sell | ILLINOIS TOOL | $16,000 | -36.0% | 100 | -40.5% | 0.01% | -61.1% |
| MRK | Sell | MERCK & COMPANY | $16,000 | -54.3% | 300 | -45.8% | 0.01% | -72.0% |
| SEB | SEABOARD CORP | $16,000 | -5.9% | 4 | 0.0% | 0.01% | -41.7% | |
| DUK | DUKE ENERGY | $15,000 | 0.0% | 188 | 0.0% | 0.01% | -36.4% | |
| BAC | BANK AMERICA | $15,000 | +25.0% | 500 | 0.0% | 0.01% | -22.2% | |
| ECL | ECOLAB INC | $13,000 | 0.0% | 100 | 0.0% | 0.01% | -33.3% | |
| NGVT | INGEVITY CORP | $14,000 | +7.7% | 198 | 0.0% | 0.01% | -33.3% | |
| EPR | EPR PROPERTIES | $13,000 | -7.1% | 212 | 0.0% | 0.01% | -40.0% | |
| VLO | VALERO ENERGY CORP | $14,000 | +27.3% | 150 | 0.0% | 0.01% | -25.0% | |
| INTC | INTEL CORP | $12,000 | +20.0% | 275 | 0.0% | 0.01% | -28.6% | |
| KMB | Sell | KIMBERLY CLARK | $11,000 | -42.1% | 100 | -39.4% | 0.01% | -61.5% |
| EIX | EDISON INTL | $12,000 | -20.0% | 200 | 0.0% | 0.01% | -54.5% | |
| MON | New | MONSANTO COMPANY | $11,000 | – | 100 | +100.0% | 0.01% | – |
| AHH | Sell | ARMADA HOFFLER | $12,000 | -29.4% | 885 | -27.8% | 0.01% | -58.3% |
| WFC | WELLS FARGO & CO | $12,000 | +9.1% | 205 | 0.0% | 0.01% | -37.5% | |
| HSY | HERSHEY COMPANY | $11,000 | +10.0% | 100 | 0.0% | 0.01% | -28.6% | |
| V | New | VISA INC | $11,000 | – | 100 | +100.0% | 0.01% | – |
| GG | GOLDCORP INC | $10,000 | 0.0% | 750 | 0.0% | 0.00% | -42.9% | |
| HL | HECLA MINING | $9,000 | -30.8% | 2,485 | 0.0% | 0.00% | -55.6% | |
| BOND | Sell | PIMCO ACTIVEetf | $8,000 | -78.9% | 83 | -77.2% | 0.00% | -85.2% |
| CVS | CVS HEALTH | $9,000 | 0.0% | 125 | 0.0% | 0.00% | -33.3% | |
| NWSA | NEWS CORP | $9,000 | +28.6% | 553 | 0.0% | 0.00% | -20.0% | |
| DWDP | DOWDUPONT INC | $9,000 | 0.0% | 128 | 0.0% | 0.00% | -33.3% | |
| ENB | Sell | ENBRIDGE INC | $10,000 | -70.6% | 259 | -69.5% | 0.00% | -83.3% |
| AAL | AMERICAN AIRLINES | $9,000 | 0.0% | 178 | 0.0% | 0.00% | -33.3% | |
| SCHW | SCHWAB CHARLES | $10,000 | +11.1% | 200 | 0.0% | 0.00% | -33.3% | |
| SO | SOUTHERN COMPANY | $9,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
| GRUB | New | GRUBHUB INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| ESND | ESSENDANT INC | $6,000 | -25.0% | 660 | 0.0% | 0.00% | -50.0% | |
| GFI | GOLD FIELDS | $7,000 | 0.0% | 1,838 | 0.0% | 0.00% | -40.0% | |
| ACCO | ACCO BRANDS | $6,000 | 0.0% | 502 | 0.0% | 0.00% | -25.0% | |
| GLW | New | CORNING INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
| CDE | COEUR MINING | $7,000 | -22.2% | 992 | 0.0% | 0.00% | -50.0% | |
| CVX | CHEVRON CORP | $6,000 | 0.0% | 52 | 0.0% | 0.00% | -25.0% | |
| BWP | BOARDWALK PIPELINEetf | $7,000 | -12.5% | 600 | 0.0% | 0.00% | -50.0% | |
| BP | BP PLC | $6,000 | 0.0% | 157 | 0.0% | 0.00% | -25.0% | |
| RDSB | ROYAL DUTCH | $7,000 | +16.7% | 108 | 0.0% | 0.00% | -25.0% | |
| WR | WESTAR ENERGY INC | $4,000 | 0.0% | 84 | 0.0% | 0.00% | -33.3% | |
| MET | METLIFE INC | $4,000 | 0.0% | 91 | 0.0% | 0.00% | -33.3% | |
| CSCO | Sell | CISCO SYSTEMS | $4,000 | -86.7% | 120 | -86.9% | 0.00% | -90.5% |
| BWA | BORG WARNER | $4,000 | 0.0% | 89 | 0.0% | 0.00% | -33.3% | |
| TWTR | TWITTER INC | $4,000 | +100.0% | 165 | 0.0% | 0.00% | +100.0% | |
| HI | New | HILLENBRAND INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| VOD | VODAFONE GROUP | $5,000 | +25.0% | 164 | 0.0% | 0.00% | -33.3% | |
| MSI | MOTOROLA SOLUTIONS | $5,000 | 0.0% | 57 | 0.0% | 0.00% | -50.0% | |
| F | New | FORD MOTOR | $4,000 | – | 342 | +100.0% | 0.00% | – |
| MFC | MANULIFE FINANCIAL | $5,000 | +25.0% | 236 | 0.0% | 0.00% | -33.3% | |
| PX | PRAXAIR INC | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% | |
| CAT | CATERPILLAR INC | $4,000 | +33.3% | 26 | 0.0% | 0.00% | 0.0% | |
| HEES | H&E EQUIPMENT | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD | $2,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| MOS | MOSAIC COMPANY | $3,000 | +50.0% | 143 | 0.0% | 0.00% | 0.0% | |
| NRP | NATURAL RESOURCE | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SBGL | Buy | SIBANYE STILLWATER | $3,000 | 0.0% | 723 | +2.0% | 0.00% | -50.0% |
| CUK | New | CARNIVAL PLC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| BX | BLACKSTONE GROUPetf | $2,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT MINING | $2,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| FTRCQ | FRONTIER COMMUNICATIONS | $0 | – | 24 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY | $0 | – | 9 | 0.0% | 0.00% | – | |
| CRCQQ | CALIFORNIA RESOURCES | $1,000 | – | 63 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINANCIAL | $0 | – | 8 | 0.0% | 0.00% | – | |
| AU | ANGLOGOLD ASHANTI | $1,000 | 0.0% | 118 | 0.0% | 0.00% | -100.0% | |
| ESRX | Exit | EXPRESS SCRIPTS | $0 | – | 0 | +100.0% | 0.00% | – |
| IGSB | Exit | ISHARES 1-3etf | $0 | – | -50 | -100.0% | -0.00% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -126 | -100.0% | -0.01% | – |
| ADP | Exit | AUTOMATIC DATA | $0 | – | -117 | -100.0% | -0.01% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -79 | -100.0% | -0.01% | – |
| HAS | Exit | HASBRO INC | $0 | – | -169 | -100.0% | -0.01% | – |
| PNC | Exit | PNC FINANCIAL | $0 | – | -132 | -100.0% | -0.01% | – |
| MXIM | Exit | MAXIM INTEGRATED | $0 | – | -350 | -100.0% | -0.01% | – |
| PSCT | Exit | POWERSHARES S&Petf | $0 | – | -213 | -100.0% | -0.01% | – |
| FAST | Exit | FASTENAL COMPANY | $0 | – | -379 | -100.0% | -0.01% | – |
| VTR | Exit | VENTAS INC | $0 | – | -277 | -100.0% | -0.01% | – |
| XLU | Exit | SELECT UTILITIESetf | $0 | – | -380 | -100.0% | -0.01% | – |
| MHI | Exit | PIONEER MUNICIPALetf | $0 | – | -1,755 | -100.0% | -0.02% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -379 | -100.0% | -0.02% | – |
| APD | Exit | AIR PRODUCTS | $0 | – | -158 | -100.0% | -0.02% | – |
| WEC | Exit | WEC ENERGY | $0 | – | -375 | -100.0% | -0.02% | – |
| CCI | Exit | CROWN CASTLE | $0 | – | -237 | -100.0% | -0.02% | – |
| NMZ | Exit | NUVEEN MUNICIPALetf | $0 | – | -2,090 | -100.0% | -0.02% | – |
| DVY | Exit | ISHARES SELECTetf | $0 | – | -336 | -100.0% | -0.02% | – |
| BBT | Exit | BB&T CORP | $0 | – | -697 | -100.0% | -0.02% | – |
| TXN | Exit | TEXAS INSTRUMENTS | $0 | – | -364 | -100.0% | -0.02% | – |
| JPM | Exit | JPMORGAN CHASE | $0 | – | -374 | -100.0% | -0.03% | – |
| GUNR | Exit | FLEXSHARES MORNINGSTARetf | $0 | – | -1,230 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD | 13 | Q3 2019 | 11.2% |
| VANGUARD INTL EQUITY INDEX F | 13 | Q3 2019 | 10.7% |
| ZIMMER BIOMET | 13 | Q3 2019 | 8.0% |
| VANGUARD EMERGING | 13 | Q3 2019 | 6.1% |
| VANGUARD INDEX FDS | 13 | Q3 2019 | 6.6% |
| SCHWAB US | 13 | Q3 2019 | 6.5% |
| ISHARES TR | 13 | Q3 2019 | 4.8% |
| VANGUARD S&P | 13 | Q3 2019 | 5.9% |
| VANGUARD SMALL | 13 | Q3 2019 | 5.7% |
| VANGUARD MID | 13 | Q3 2019 | 5.6% |
View Guidant Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-16 |
| 13F-HR | 2019-07-18 |
| 13F-HR | 2019-04-18 |
| 13F-HR | 2019-01-18 |
| 13F-HR | 2018-10-09 |
| 13F-HR/A | 2018-07-12 |
| 13F-HR | 2018-07-11 |
| 13F-HR/A | 2018-04-18 |
| 13F-HR | 2018-04-18 |
| 13F-HR | 2018-01-18 |
View Guidant 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.