$223 Million is the total value of BDO Wealth Advisors, LLC's 488 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $20,666,000 | -4.2% | 253,355 | -3.8% | 9.28% | -13.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $18,952,000 | +22.0% | 238,994 | +23.3% | 8.51% | +10.5% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETFutser1 s&pdcrp | $17,439,000 | -0.7% | 50,489 | -6.2% | 7.83% | -10.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDftse emr mkt etf | $14,352,000 | +14.6% | 312,619 | +8.8% | 6.44% | +3.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $13,540,000 | +2.0% | 71,343 | -3.8% | 6.08% | -7.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,816,000 | +11.8% | 148,520 | +8.6% | 4.41% | +1.3% |
| IGSB | Buy | ISHARES TR1 3 yr cr bd etf | $8,601,000 | +21.9% | 82,270 | +22.8% | 3.86% | +10.4% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $6,743,000 | +10.2% | 140,747 | +11.8% | 3.03% | -0.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $6,284,000 | +13.6% | 57,476 | +13.8% | 2.82% | +2.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $5,263,000 | -2.8% | 74,856 | -5.3% | 2.36% | -11.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,562,000 | +23.3% | 13,248 | +16.0% | 1.60% | +11.7% |
| AAPL | Sell | APPLE INC | $2,829,000 | +6.6% | 16,714 | -2.9% | 1.27% | -3.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,655,000 | +11.8% | 9,947 | +5.2% | 1.19% | +1.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,527,000 | +19.7% | 23,635 | +7.0% | 1.14% | +8.4% |
| MSFT | Sell | MICROSOFT CORP | $2,267,000 | +8.0% | 26,500 | -6.0% | 1.02% | -2.2% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,155,000 | +11.7% | 21,218 | +11.9% | 0.97% | +1.1% |
| INTC | Buy | INTEL CORP | $2,008,000 | +23.5% | 43,493 | +1.8% | 0.90% | +11.9% |
| CSCO | Buy | CISCO SYS INC | $1,904,000 | +15.4% | 49,721 | +1.4% | 0.86% | +4.5% |
| WMT | Buy | WAL-MART STORES INC | $1,710,000 | +33.2% | 17,315 | +5.4% | 0.77% | +20.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $1,629,000 | -1.0% | 8,581 | -1.4% | 0.73% | -10.4% |
| FISV | Buy | FISERV INC | $1,601,000 | +2.1% | 12,207 | +0.4% | 0.72% | -7.5% |
| NVDA | Sell | NVIDIA CORP | $1,575,000 | -1.8% | 8,140 | -9.3% | 0.71% | -11.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,486,000 | +13.5% | 19,342 | +9.7% | 0.67% | +2.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,454,000 | +12.4% | 10,721 | +1.5% | 0.65% | +1.7% |
| UNP | Buy | UNION PAC CORP | $1,442,000 | +16.0% | 10,754 | +0.3% | 0.65% | +5.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,429,000 | +9.2% | 11,411 | +2.4% | 0.64% | -1.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,416,000 | +6.9% | 10,515 | -0.7% | 0.64% | -3.0% |
| UNM | Buy | UNUM GROUP | $1,360,000 | +7.7% | 24,778 | +0.3% | 0.61% | -2.4% |
| VIG | Sell | VANGUARD SPECIALIZED FUNdiv app etf | $1,360,000 | +0.3% | 13,330 | -6.8% | 0.61% | -9.1% |
| LION | FIDELITY SOUTHERN CORP N | $1,260,000 | -7.8% | 57,806 | 0.0% | 0.57% | -16.5% | |
| ALL | Sell | ALLSTATE CORP | $1,257,000 | +9.4% | 12,003 | -4.0% | 0.56% | -1.1% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,195,000 | +2.0% | 4,615 | -4.2% | 0.54% | -7.6% |
| VLO | Sell | VALERO ENERGY CORP NEW | $1,186,000 | +12.1% | 12,907 | -6.1% | 0.53% | +1.5% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,183,000 | +26.7% | 12,325 | +4.0% | 0.53% | +14.7% |
| CVS | Sell | CVS HEALTH CORP | $1,123,000 | -15.9% | 15,495 | -5.6% | 0.50% | -23.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,106,000 | +13.8% | 7,309 | +6.2% | 0.50% | +3.1% |
| APTV | New | APTIV PLC | $1,051,000 | – | 12,385 | +100.0% | 0.47% | – |
| LOW | Buy | LOWES COS INC | $1,046,000 | +23.9% | 11,254 | +6.6% | 0.47% | +12.4% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,040,000 | +19.1% | 4,550 | +4.0% | 0.47% | +7.9% |
| TGT | Buy | TARGET CORP | $1,033,000 | +39.0% | 15,838 | +25.7% | 0.46% | +26.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,029,000 | +12.6% | 977 | +4.0% | 0.46% | +2.0% |
| DHR | Buy | DANAHER CORP DEL | $1,016,000 | +16.8% | 10,950 | +8.0% | 0.46% | +5.8% |
| MCK | Sell | MCKESSON CORP | $1,007,000 | -1.9% | 6,459 | -3.4% | 0.45% | -11.2% |
| SWK | Sell | STANLEY BLACK & DECKER I | $977,000 | +2.2% | 5,755 | -9.1% | 0.44% | -7.4% |
| VEA | Buy | VANGUARD TAX MANAGED INTftse dev mkt etf | $966,000 | +84.7% | 21,530 | +78.9% | 0.43% | +67.6% |
| GILD | Sell | GILEAD SCIENCES INC | $961,000 | -12.7% | 13,408 | -1.3% | 0.43% | -21.1% |
| BAC | Buy | BANK AMER CORP | $946,000 | +28.4% | 32,045 | +10.2% | 0.42% | +16.4% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $897,000 | +67.4% | 5,600 | +59.5% | 0.40% | +51.5% |
| COF | Buy | CAPITAL ONE FINL CORP | $887,000 | +23.9% | 8,908 | +5.3% | 0.40% | +12.1% |
| TSN | Buy | TYSON FOODS INCcl a | $882,000 | +17.0% | 10,875 | +1.6% | 0.40% | +5.9% |
| PFE | Buy | PFIZER INC | $866,000 | +3.5% | 23,914 | +2.0% | 0.39% | -6.3% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $818,000 | +22.1% | 6,025 | -0.8% | 0.37% | +10.5% |
| ECL | Buy | ECOLAB INC | $805,000 | +9.4% | 5,998 | +4.9% | 0.36% | -1.1% |
| LKQ | Buy | LKQ CORP | $804,000 | +22.2% | 19,775 | +8.2% | 0.36% | +10.7% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GR | $797,000 | +15.5% | 15,470 | +3.7% | 0.36% | +4.7% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $787,000 | +3.0% | 6,166 | -6.3% | 0.35% | -6.9% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $766,000 | +68.0% | 7,300 | +69.8% | 0.34% | +52.2% |
| CELG | Sell | CELGENE CORP | $739,000 | -33.2% | 7,086 | -6.6% | 0.33% | -39.4% |
| AMP | Sell | AMERIPRISE FINL INC | $728,000 | +11.8% | 4,295 | -2.1% | 0.33% | +1.2% |
| HPQ | Buy | HP INC | $723,000 | +13.0% | 34,400 | +7.2% | 0.32% | +2.5% |
| COP | Buy | CONOCOPHILLIPS | $694,000 | +12.1% | 12,650 | +2.3% | 0.31% | +1.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $659,000 | +42.3% | 13,975 | +35.4% | 0.30% | +28.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $650,000 | +185.1% | 4,252 | +167.4% | 0.29% | +158.4% |
| VZ | Buy | VERIZON COMMUNICATIONS I | $648,000 | +13.9% | 12,244 | +6.6% | 0.29% | +3.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $639,000 | +146.7% | 5,596 | +132.8% | 0.29% | +124.2% |
| HST | Buy | HOST HOTELS & RESORTS IN | $624,000 | +19.5% | 31,425 | +11.2% | 0.28% | +8.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $615,000 | +534.0% | 10,807 | +499.4% | 0.28% | +475.0% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $614,000 | +326.4% | 6,500 | +312.7% | 0.28% | +288.7% |
| BIIB | Sell | BIOGEN INC | $605,000 | -3.4% | 1,898 | -5.0% | 0.27% | -12.3% |
| XOM | Buy | EXXON MOBIL CORP | $598,000 | +6.8% | 7,153 | +4.6% | 0.27% | -3.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $595,000 | +5.3% | 6,472 | +4.3% | 0.27% | -4.6% |
| EBAY | Buy | EBAY INC | $586,000 | +10.4% | 15,530 | +12.5% | 0.26% | 0.0% |
| MET | Sell | METLIFE INC | $569,000 | -23.2% | 11,253 | -21.1% | 0.26% | -30.5% |
| DTE | Buy | DTE ENERGY CO | $566,000 | +4.4% | 5,170 | +2.5% | 0.25% | -5.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $532,000 | +285.5% | 2,463 | +260.6% | 0.24% | +251.5% |
| BRKB | BERKSHIRE HATHAWAY INC Dcl b new | $512,000 | +8.0% | 2,584 | 0.0% | 0.23% | -2.1% | |
| VOX | Sell | VANGUARD WORLD FDS | $504,000 | -3.4% | 5,532 | -2.2% | 0.23% | -12.7% |
| AMZN | AMAZON COM INC | $461,000 | +21.6% | 394 | 0.0% | 0.21% | +10.1% | |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $444,000 | +32.5% | 2,850 | +23.9% | 0.20% | +19.9% |
| FB | FACEBOOK INCcl a | $442,000 | +3.3% | 2,506 | 0.0% | 0.20% | -6.6% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE | $439,000 | -11.7% | 6,050 | -5.9% | 0.20% | -19.9% |
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $438,000 | – | 4,338 | +100.0% | 0.20% | – |
| PWR | Buy | QUANTA SVCS INC | $429,000 | +25.4% | 10,975 | +19.9% | 0.19% | +13.5% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $427,000 | +1608.0% | 2,509 | +1518.7% | 0.19% | +1500.0% |
| HD | Buy | HOME DEPOT INC | $413,000 | +20.1% | 2,180 | +3.6% | 0.18% | +8.2% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $408,000 | -1.7% | 2,814 | -10.4% | 0.18% | -11.2% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $405,000 | +5.5% | 6,691 | -1.1% | 0.18% | -4.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $396,000 | +34.7% | 6,200 | +24.6% | 0.18% | +21.9% |
| IBM | Sell | INTERNATIONAL BUSINESS M | $396,000 | -2.9% | 2,580 | -8.3% | 0.18% | -11.9% |
| LNC | Sell | LINCOLN NATL CORP IND | $390,000 | -6.0% | 5,079 | -10.2% | 0.18% | -15.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $389,000 | +1044.1% | 2,531 | +1019.9% | 0.18% | +929.4% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $371,000 | +263.7% | 4,471 | +263.5% | 0.17% | +227.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $373,000 | +6.9% | 2,715 | +0.7% | 0.17% | -3.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $361,000 | +51.7% | 2,583 | +40.9% | 0.16% | +37.3% |
| VIDI | Sell | ETF SER SOLUTIONSvident intl eq | $328,000 | +0.9% | 11,700 | -2.5% | 0.15% | -8.7% |
| AGN | Buy | ALLERGAN PLC | $290,000 | -13.9% | 1,771 | +7.6% | 0.13% | -22.2% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $269,000 | +16.5% | 3,840 | +8.5% | 0.12% | +5.2% |
| IYM | ISHARES TRu.s. bas mtl etf | $249,000 | +6.9% | 2,433 | 0.0% | 0.11% | -3.4% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $248,000 | -2.0% | 2,508 | -10.8% | 0.11% | -11.2% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $246,000 | -1.2% | 1,850 | -1.3% | 0.11% | -10.6% |
| IYJ | Buy | ISHARES TRus industrials | $243,000 | +8.0% | 1,650 | +1.5% | 0.11% | -2.7% |
| FGD | FIRST TR EXCHANGE TRADEDdj glbl divid | $231,000 | +2.2% | 8,779 | 0.0% | 0.10% | -7.1% | |
| CBS | Sell | CBS CORP NEWcl b | $227,000 | -21.7% | 3,846 | -23.0% | 0.10% | -29.2% |
| VPU | VANGUARD WORLD FDSutilities etf | $224,000 | 0.0% | 1,922 | 0.0% | 0.10% | -9.0% | |
| DUK | DUKE ENERGY CORP NEW | $222,000 | +0.5% | 2,634 | 0.0% | 0.10% | -9.1% | |
| DWDP | Buy | DOWDUPONT INC | $219,000 | +3.3% | 3,071 | +0.5% | 0.10% | -6.7% |
| JNK | Buy | SPDR SERIES TRUSTbloomberg brclys | $218,000 | +2.3% | 5,950 | +4.4% | 0.10% | -7.5% |
| FLOT | ISHARES TRfltg rate nt etf | $215,000 | -0.5% | 4,238 | 0.0% | 0.10% | -9.3% | |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $212,000 | +64.3% | 1,375 | +61.8% | 0.10% | +48.4% |
| BA | Sell | BOEING CO | $206,000 | +7.9% | 700 | -6.7% | 0.09% | -3.2% |
| WFC | Buy | WELLS FARGO CO NEW | $206,000 | +25.6% | 3,397 | +14.3% | 0.09% | +13.6% |
| MKL | MARKEL CORP | $194,000 | +6.6% | 170 | 0.0% | 0.09% | -3.3% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $192,000 | +11.6% | 2,661 | +6.0% | 0.09% | +1.2% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $189,000 | +626.9% | 1,782 | +630.3% | 0.08% | +553.8% |
| AMGN | Sell | AMGEN INC | $186,000 | -13.9% | 1,070 | -7.8% | 0.08% | -21.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $183,000 | +2.2% | 2,053 | -2.4% | 0.08% | -7.9% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $183,000 | 0.0% | 2,989 | +4.4% | 0.08% | -9.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $172,000 | -50.9% | 2,335 | -57.2% | 0.08% | -55.7% |
| NEE | Buy | NEXTERA ENERGY INC | $169,000 | +8.3% | 1,082 | +1.5% | 0.08% | -1.3% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $165,000 | +15.4% | 1,133 | +9.5% | 0.07% | +4.2% |
| IYW | ISHARES TRu.s. tech etf | $164,000 | +8.6% | 1,005 | 0.0% | 0.07% | -1.3% | |
| TDIV | New | FIRST TR EXCHANGE TRADEDnasd tech div | $162,000 | – | 4,594 | +100.0% | 0.07% | – |
| HEDJ | WISDOMTREE TReurope hedged eq | $159,000 | -1.9% | 2,501 | 0.0% | 0.07% | -11.2% | |
| SO | Buy | SOUTHERN CO | $156,000 | +119.7% | 3,237 | +124.6% | 0.07% | +100.0% |
| T | Buy | AT&T INC | $156,000 | +100.0% | 4,019 | +101.1% | 0.07% | +79.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $153,000 | +168.4% | 1,449 | +181.4% | 0.07% | +146.4% |
| NOV | Buy | NATIONAL OILWELL VARCO I | $152,000 | +424.1% | 4,231 | +424.9% | 0.07% | +385.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $152,000 | -3.8% | 2,018 | -6.9% | 0.07% | -12.8% |
| MRK | Sell | MERCK & CO INC | $149,000 | -12.4% | 2,640 | -0.8% | 0.07% | -20.2% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $149,000 | +125.8% | 5,338 | +108.4% | 0.07% | +103.0% |
| LYB | Sell | LYONDELLBASELL INDUSTRIE | $140,000 | -20.9% | 1,271 | -28.8% | 0.06% | -28.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $141,000 | -2.1% | 927 | -4.6% | 0.06% | -11.3% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $139,000 | +12.1% | 1,900 | +9.0% | 0.06% | +1.6% |
| UNH | UNITEDHEALTH GROUP INC | $133,000 | +12.7% | 605 | 0.0% | 0.06% | +1.7% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $133,000 | +3.9% | 1,900 | 0.0% | 0.06% | -4.8% | |
| FTV | Sell | FORTIVE CORP | $131,000 | -9.7% | 1,806 | -12.0% | 0.06% | -18.1% |
| ABBV | Buy | ABBVIE INC | $130,000 | +11.1% | 1,340 | +1.6% | 0.06% | 0.0% |
| PFF | ISHARES TRs&p us pfd stk | $126,000 | -1.6% | 3,301 | 0.0% | 0.06% | -9.5% | |
| IWR | ISHARES TRrus mid cap etf | $122,000 | +6.1% | 585 | 0.0% | 0.06% | -3.5% | |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $121,000 | +8.0% | 2,184 | +2.1% | 0.05% | -3.6% |
| TXN | Buy | TEXAS INSTRS INC | $121,000 | +34.4% | 1,155 | +15.5% | 0.05% | +20.0% |
| CSX | Sell | CSX CORP | $117,000 | -17.6% | 2,119 | -19.1% | 0.05% | -24.3% |
| ED | Buy | CONSOLIDATED EDISON INC | $116,000 | +5700.0% | 1,362 | +4440.0% | 0.05% | +5100.0% |
| V | Buy | VISA INC | $115,000 | +9.5% | 1,009 | +0.9% | 0.05% | 0.0% |
| DE | Sell | DEERE & CO | $113,000 | -72.5% | 725 | -77.8% | 0.05% | -75.0% |
| PPL | Sell | PPL CORP | $114,000 | -30.1% | 3,685 | -14.4% | 0.05% | -37.0% |
| SUSA | ISHARES TRmsci usa esg slc | $111,000 | +5.7% | 1,000 | 0.0% | 0.05% | -3.8% | |
| HON | Buy | HONEYWELL INTL INC | $111,000 | +158.1% | 723 | +141.0% | 0.05% | +138.1% |
| BUD | ANHEUSER BUSCH INBEV SA/sponsored adr | $112,000 | -5.9% | 1,000 | 0.0% | 0.05% | -15.3% | |
| DVY | Buy | ISHARES TRselect divid etf | $108,000 | +217.6% | 1,096 | +199.5% | 0.05% | +182.4% |
| UN | Buy | UNILEVER N V | $104,000 | +10.6% | 1,840 | +15.7% | 0.05% | 0.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $104,000 | +18.2% | 631 | +8.4% | 0.05% | +6.8% |
| LLY | Buy | LILLY ELI & CO | $98,000 | +16.7% | 1,159 | +17.7% | 0.04% | +4.8% |
| BP | Buy | BP PLCsponsored adr | $98,000 | +9700.0% | 2,338 | +8892.3% | 0.04% | – |
| GLD | SPDR GOLD TRUST | $96,000 | +2.1% | 774 | 0.0% | 0.04% | -8.5% | |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $94,000 | +34.3% | 1,411 | +30.0% | 0.04% | +20.0% |
| MLM | New | MARTIN MARIETTA MATLS IN | $88,000 | – | 400 | +100.0% | 0.04% | – |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $88,000 | -10.2% | 1,070 | -10.9% | 0.04% | -18.4% |
| BBT | Buy | BB&T CORP | $89,000 | +81.6% | 1,782 | +69.7% | 0.04% | +66.7% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $88,000 | +51.7% | 1,817 | +54.0% | 0.04% | +37.9% |
| RTN | Buy | RAYTHEON CO | $87,000 | +38.1% | 464 | +36.5% | 0.04% | +25.8% |
| IYK | ISHARES TRu.s. cnsm gd etf | $87,000 | +4.8% | 690 | 0.0% | 0.04% | -4.9% | |
| C | Buy | CITIGROUP INC | $84,000 | +3.7% | 1,131 | +1.0% | 0.04% | -5.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $82,000 | +811.1% | 650 | +766.7% | 0.04% | +825.0% |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $82,000 | -3.5% | 1,549 | 0.0% | 0.04% | -11.9% | |
| IYH | ISHARES TRus hlthcare etf | $82,000 | +1.2% | 470 | 0.0% | 0.04% | -7.5% | |
| AVGO | BROADCOM LTD | $82,000 | +5.1% | 320 | 0.0% | 0.04% | -5.1% | |
| DGRO | New | ISHARES TRcore div grwth | $80,000 | – | 2,298 | +100.0% | 0.04% | – |
| NUE | New | NUCOR CORP | $80,000 | – | 1,252 | +100.0% | 0.04% | – |
| GS | GOLDMAN SACHS GROUP INC | $78,000 | +6.8% | 306 | 0.0% | 0.04% | -2.8% | |
| LIT | New | GLOBAL X FDSlithium btry etf | $78,000 | – | 2,000 | +100.0% | 0.04% | – |
| IUSG | ISHARES TRcore s&p us gwt | $75,000 | +7.1% | 1,394 | 0.0% | 0.03% | -2.9% | |
| BHF | Sell | BRIGHTHOUSE FINL INC | $76,000 | -6.2% | 1,300 | -2.4% | 0.03% | -15.0% |
| OUSA | New | FQF TRoshars ftse us | $76,000 | – | 2,368 | +100.0% | 0.03% | – |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $74,000 | -1.3% | 521 | -6.5% | 0.03% | -10.8% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $73,000 | +10.6% | 870 | +13.0% | 0.03% | 0.0% |
| XPO | Sell | XPO LOGISTICS INC | $74,000 | +2.8% | 809 | -23.6% | 0.03% | -8.3% |
| IYF | ISHARES TRu.s. finls etf | $72,000 | +5.9% | 605 | 0.0% | 0.03% | -5.9% | |
| ORCL | ORACLE CORP | $71,000 | -2.7% | 1,505 | 0.0% | 0.03% | -11.1% | |
| TIP | ISHARES TRtips bd etf | $71,000 | 0.0% | 621 | 0.0% | 0.03% | -8.6% | |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $68,000 | +11.5% | 1,013 | +1.1% | 0.03% | +3.3% |
| CF | Buy | CF INDS HLDGS INC | $69,000 | +331.2% | 1,625 | +261.1% | 0.03% | +287.5% |
| FFIV | F5 NETWORKS INC | $68,000 | +9.7% | 515 | 0.0% | 0.03% | 0.0% | |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $69,000 | +13.1% | 597 | +14.4% | 0.03% | +3.3% |
| IWP | ISHARES TRrus md cp gr etf | $69,000 | +6.2% | 570 | 0.0% | 0.03% | -3.1% | |
| IGIB | ISHARES TRintrmd cr bd etf | $68,000 | 0.0% | 620 | 0.0% | 0.03% | -8.8% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $68,000 | -4.2% | 539 | -5.9% | 0.03% | -11.4% |
| PEP | Sell | PEPSICO INC | $67,000 | -17.3% | 561 | -23.0% | 0.03% | -25.0% |
| LRCX | LAM RESEARCH CORP | $66,000 | -1.5% | 360 | 0.0% | 0.03% | -9.1% | |
| LUV | SOUTHWEST AIRLS CO | $65,000 | +16.1% | 1,000 | 0.0% | 0.03% | +3.6% | |
| USB | US BANCORP DEL | $64,000 | 0.0% | 1,200 | 0.0% | 0.03% | -9.4% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $63,000 | +472.7% | 518 | +457.0% | 0.03% | +460.0% |
| NWL | NEWELL BRANDS INC | $62,000 | -27.1% | 2,000 | 0.0% | 0.03% | -33.3% | |
| WYND | Buy | WYNDHAM WORLDWIDE CORP | $61,000 | +45.2% | 525 | +31.2% | 0.03% | +28.6% |
| GLW | CORNING INC | $60,000 | +7.1% | 1,875 | 0.0% | 0.03% | -3.6% | |
| GM | Buy | GENERAL MTRS CO | $61,000 | +74.3% | 1,495 | +70.9% | 0.03% | +58.8% |
| HIG | Sell | HARTFORD FINL SVCS GROUP | $59,000 | -19.2% | 1,050 | -19.8% | 0.03% | -27.8% |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div | $59,000 | – | 1,810 | +100.0% | 0.03% | – |
| JPIN | Buy | JP MORGAN EXCHANGE TRADEdiv rtn int eq | $58,000 | +18.4% | 969 | +13.6% | 0.03% | +8.3% |
| MDT | Buy | MEDTRONIC PLC | $58,000 | +5.5% | 715 | +1.6% | 0.03% | -3.7% |
| ABG | ASBURY AUTOMOTIVE GROUP | $55,000 | +3.8% | 860 | 0.0% | 0.02% | -3.8% | |
| FDX | FEDEX CORP | $56,000 | +12.0% | 224 | 0.0% | 0.02% | 0.0% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $55,000 | +66.7% | 360 | +46.9% | 0.02% | +56.2% |
| PRF | POWERSHARES ETF TRUSTftse rafi 1000 | $55,000 | +5.8% | 481 | 0.0% | 0.02% | -3.8% | |
| ETN | Buy | EATON CORP PLC | $53,000 | +15.2% | 670 | +12.6% | 0.02% | +4.3% |
| SLV | Sell | ISHARES SILVER TRUSTishares | $53,000 | -18.5% | 3,285 | -20.6% | 0.02% | -25.0% |
| BREW | CRAFT BREW ALLIANCE INC | $54,000 | +10.2% | 2,800 | 0.0% | 0.02% | 0.0% | |
| KO | Buy | COCA COLA CO | $54,000 | +5.9% | 1,166 | +2.0% | 0.02% | -4.0% |
| DBEM | DBX ETF TRxtrack msci emrg | $54,000 | +3.8% | 2,238 | 0.0% | 0.02% | -7.7% | |
| F | Sell | FORD MTR CO DEL | $51,000 | -12.1% | 4,090 | -15.4% | 0.02% | -20.7% |
| HPT | New | HOSPITALITY PPTYS TR | $51,000 | – | 1,700 | +100.0% | 0.02% | – |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $51,000 | +8.5% | 743 | -0.4% | 0.02% | 0.0% |
| IYC | Sell | ISHARES TRu.s. cnsm sv etf | $51,000 | -7.3% | 285 | -14.9% | 0.02% | -14.8% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $49,000 | +14.0% | 358 | +7.2% | 0.02% | +4.8% |
| RNST | RENASANT CORP | $50,000 | -3.8% | 1,223 | 0.0% | 0.02% | -15.4% | |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $49,000 | – | 900 | +100.0% | 0.02% | – |
| IAU | ISHARES GOLD TRUSTishares | $50,000 | +2.0% | 4,000 | 0.0% | 0.02% | -8.3% | |
| IWD | ISHARES TRrus 1000 val etf | $50,000 | +4.2% | 402 | 0.0% | 0.02% | -8.3% | |
| ETFC | New | E TRADE FINANCIAL CORP | $50,000 | – | 1,000 | +100.0% | 0.02% | – |
| TWX | Sell | TIME WARNER INC | $49,000 | -37.2% | 538 | -29.7% | 0.02% | -43.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $46,000 | -25.8% | 225 | -25.0% | 0.02% | -32.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $44,000 | +7.3% | 137 | +3.8% | 0.02% | 0.0% |
| EW | EDWARDS LIFESCIENCES COR | $45,000 | +2.3% | 400 | 0.0% | 0.02% | -9.1% | |
| UGI | Buy | UGI CORP NEW | $44,000 | +29.4% | 930 | +27.4% | 0.02% | +17.6% |
| GE | Sell | GENERAL ELECTRIC CO | $45,000 | -45.1% | 2,570 | -24.4% | 0.02% | -51.2% |
| REI | New | RING ENERGY INC | $42,000 | – | 3,000 | +100.0% | 0.02% | – |
| DIS | Sell | DISNEY WALT CO | $43,000 | -20.4% | 401 | -26.4% | 0.02% | -29.6% |
| WDC | WESTERN DIGITAL CORP | $40,000 | -7.0% | 500 | 0.0% | 0.02% | -14.3% | |
| SRCL | Buy | STERICYCLE INC | $41,000 | +156.2% | 600 | +166.7% | 0.02% | +125.0% |
| HPE | Sell | HEWLETT PACKARD ENTERPRI | $41,000 | -41.4% | 2,850 | -40.0% | 0.02% | -48.6% |
| ALK | Sell | ALASKA AIR GROUP INC | $39,000 | -94.4% | 525 | -94.3% | 0.02% | -94.8% |
| MCD | Sell | MCDONALDS CORP | $37,000 | -17.8% | 216 | -24.2% | 0.02% | -22.7% |
| COST | New | COSTCO WHSL CORP NEW | $38,000 | – | 205 | +100.0% | 0.02% | – |
| PRU | Buy | PRUDENTIAL FINL INC | $35,000 | +84.2% | 304 | +69.8% | 0.02% | +77.8% |
| MMM | Buy | 3M CO | $36,000 | +176.9% | 155 | +158.3% | 0.02% | +166.7% |
| PXD | Sell | PIONEER NAT RES CO | $35,000 | -40.7% | 200 | -50.0% | 0.02% | -44.8% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGsponsored adr | $33,000 | -25.0% | 3,894 | -20.4% | 0.02% | -31.8% |
| ABT | Buy | ABBOTT LABS | $34,000 | +13.3% | 603 | +6.5% | 0.02% | 0.0% |
| FNF | FIDELITY NATIONAL FINANC | $34,000 | -17.1% | 859 | 0.0% | 0.02% | -25.0% | |
| VOO | VANGUARD INDEX FDS | $34,000 | +6.2% | 140 | 0.0% | 0.02% | -6.2% | |
| REG | REGENCY CTRS CORP | $32,000 | +10.3% | 466 | 0.0% | 0.01% | 0.0% | |
| BLK | Buy | BLACKROCK INC | $31,000 | +24.0% | 61 | +8.9% | 0.01% | +16.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $32,000 | +3.2% | 917 | +0.2% | 0.01% | -6.7% |
| ADI | Buy | ANALOG DEVICES INC | $29,000 | +11.5% | 331 | +10.3% | 0.01% | 0.0% |
| PPG | New | PPG INDS INC | $29,000 | – | 250 | +100.0% | 0.01% | – |
| AGR | AVANGRID INC | $30,000 | +7.1% | 600 | 0.0% | 0.01% | -7.1% | |
| VGK | VANGUARD INTL EQUITY INDftse europe etf | $30,000 | +3.4% | 500 | 0.0% | 0.01% | -7.1% | |
| CME | Buy | CME GROUP INC | $29,000 | +7.4% | 201 | +2.0% | 0.01% | 0.0% |
| IYE | ISHARES TRu.s. energy etf | $29,000 | +3.6% | 735 | 0.0% | 0.01% | -7.1% | |
| GEM | GOLDMAN SACHS ETF TRactivebeta eme | $30,000 | +7.1% | 838 | 0.0% | 0.01% | -7.1% | |
| GOOG | ALPHABET INCcap stk cl c | $26,000 | +8.3% | 25 | 0.0% | 0.01% | 0.0% | |
| AMLP | Sell | ALPS ETF TRalerian mlp | $27,000 | -20.6% | 2,500 | -16.7% | 0.01% | -29.4% |
| AEP | Buy | AMERICAN ELEC PWR INC | $27,000 | +3.8% | 369 | +0.8% | 0.01% | -7.7% |
| TD | Buy | TORONTO DOMINION BK ONT | $26,000 | +8.3% | 439 | +1.2% | 0.01% | 0.0% |
| IBB | Buy | ISHARES TRnasdaq biotech | $26,000 | -59.4% | 242 | +25.4% | 0.01% | -62.5% |
| D | Buy | DOMINION ENERGY INC | $26,000 | +13.0% | 316 | +5.0% | 0.01% | +9.1% |
| KSS | Buy | KOHLS CORP | $26,000 | +420.0% | 475 | +375.0% | 0.01% | +500.0% |
| EXR | New | EXTRA SPACE STORAGE INC | $26,000 | – | 300 | +100.0% | 0.01% | – |
| BDX | BECTON DICKINSON & CO | $27,000 | +12.5% | 125 | 0.0% | 0.01% | 0.0% | |
| FDN | Buy | FIRST TR EXCHANGE TRADEDdj internt idx | $25,000 | +25.0% | 227 | +16.4% | 0.01% | +10.0% |
| HEFA | ISHARES TRhdg msci eafe | $25,000 | 0.0% | 859 | 0.0% | 0.01% | -8.3% | |
| SKYY | Buy | FIRST TR EXCHANGE TRADED | $25,000 | +25.0% | 545 | +14.7% | 0.01% | +10.0% |
| ABB | Sell | ABB LTDsponsored adr | $24,000 | -63.1% | 910 | -65.1% | 0.01% | -65.6% |
| YUMC | New | YUM CHINA HLDGS INC | $24,000 | – | 600 | +100.0% | 0.01% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $25,000 | – | 311 | +100.0% | 0.01% | – |
| DXC | Sell | DXC TECHNOLOGY CO | $23,000 | -30.3% | 244 | -35.8% | 0.01% | -37.5% |
| ADNT | Sell | ADIENT PLC | $22,000 | -12.0% | 278 | -7.3% | 0.01% | -16.7% |
| SNI | SCRIPPS NETWORKS INTERAC | $23,000 | -4.2% | 275 | 0.0% | 0.01% | -16.7% | |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $23,000 | +21.1% | 308 | +4.1% | 0.01% | +11.1% |
| NTRS | NORTHERN TR CORP | $21,000 | +10.5% | 210 | 0.0% | 0.01% | 0.0% | |
| HDP | HORTONWORKS INC | $20,000 | +17.6% | 1,000 | 0.0% | 0.01% | +12.5% | |
| CHKP | Buy | CHECK POINT SOFTWARE TECord | $21,000 | -4.5% | 199 | +4.7% | 0.01% | -18.2% |
| QABA | FIRST TR NASDAQ ABA CMNT | $21,000 | 0.0% | 406 | 0.0% | 0.01% | -10.0% | |
| SLB | SCHLUMBERGER LTD | $20,000 | -4.8% | 300 | 0.0% | 0.01% | -10.0% | |
| BIVV | Sell | BIOVERATIV INC | $20,000 | -25.9% | 378 | -20.8% | 0.01% | -30.8% |
| KMB | Buy | KIMBERLY CLARK CORP | $20,000 | +66.7% | 166 | +62.7% | 0.01% | +50.0% |
| IMCB | ISHARES TRmrgstr md cp etf | $19,000 | +5.6% | 103 | 0.0% | 0.01% | 0.0% | |
| PALL | New | ETFS PALLADIUM TRsh ben int | $20,000 | – | 200 | +100.0% | 0.01% | – |
| PLCE | CHILDRENS PL INC | $19,000 | +26.7% | 130 | 0.0% | 0.01% | +28.6% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $19,000 | 0.0% | 577 | +0.5% | 0.01% | 0.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $19,000 | +18.8% | 132 | +10.0% | 0.01% | +12.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $20,000 | -54.5% | 173 | -53.2% | 0.01% | -59.1% |
| MUR | MURPHY OIL CORP | $19,000 | +18.8% | 600 | 0.0% | 0.01% | +12.5% | |
| AMX | AMERICA MOVIL SAB DE CV | $17,000 | -5.6% | 1,000 | 0.0% | 0.01% | -11.1% | |
| CTXS | CITRIX SYS INC | $18,000 | +20.0% | 200 | 0.0% | 0.01% | +14.3% | |
| CE | Sell | CELANESE CORP DEL | $18,000 | -28.0% | 165 | -31.2% | 0.01% | -33.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $17,000 | -63.8% | 175 | -66.7% | 0.01% | -65.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $17,000 | +88.9% | 392 | +84.0% | 0.01% | +100.0% |
| VTR | Buy | VENTAS INC | $17,000 | -5.6% | 289 | +5.9% | 0.01% | -11.1% |
| GPC | New | GENUINE PARTS CO | $18,000 | – | 189 | +100.0% | 0.01% | – |
| NOC | NORTHROP GRUMMAN CORP | $15,000 | +7.1% | 50 | 0.0% | 0.01% | 0.0% | |
| ROIC | New | RETAIL OPPORTUNITY INVTS | $16,000 | – | 800 | +100.0% | 0.01% | – |
| VO | VANGUARD INDEX FDSmid cap etf | $16,000 | +6.7% | 105 | 0.0% | 0.01% | 0.0% | |
| CAH | Buy | CARDINAL HEALTH INC | $16,000 | -5.9% | 258 | +3.2% | 0.01% | -12.5% |
| CXO | New | CONCHO RES INC | $15,000 | – | 100 | +100.0% | 0.01% | – |
| CHGG | New | CHEGG INC | $16,000 | – | 1,000 | +100.0% | 0.01% | – |
| VVC | Buy | VECTREN CORP | $15,000 | +150.0% | 235 | +176.5% | 0.01% | +133.3% |
| PFG | PRINCIPAL FINL GROUP INC | $15,000 | +7.1% | 218 | 0.0% | 0.01% | 0.0% | |
| RCI | ROGERS COMMUNICATIONS INcl b | $15,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $15,000 | +7.1% | 107 | +7.0% | 0.01% | 0.0% |
| RAVN | RAVEN INDS INC | $14,000 | +7.7% | 400 | 0.0% | 0.01% | 0.0% | |
| FCCO | FIRST CMNTY CORP S C | $14,000 | +7.7% | 622 | 0.0% | 0.01% | 0.0% | |
| DB | DEUTSCHE BANK AGnamen akt | $14,000 | +7.7% | 750 | 0.0% | 0.01% | 0.0% | |
| MO | Sell | ALTRIA GROUP INC | $14,000 | -17.6% | 203 | -24.0% | 0.01% | -25.0% |
| ESRX | EXPRESS SCRIPTS HLDG CO | $13,000 | +18.2% | 170 | 0.0% | 0.01% | +20.0% | |
| EXC | EXELON CORP | $13,000 | +8.3% | 320 | 0.0% | 0.01% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $13,000 | -50.0% | 75 | -50.0% | 0.01% | -53.8% |
| EMR | Sell | EMERSON ELEC CO | $14,000 | +7.7% | 204 | -1.0% | 0.01% | 0.0% |
| IQI | INVESCO QUALITY MUNI INC | $14,000 | -6.7% | 1,144 | 0.0% | 0.01% | -14.3% | |
| WPM | New | WHEATON PRECIOUS METALS | $13,000 | – | 600 | +100.0% | 0.01% | – |
| KHC | Sell | KRAFT HEINZ CO | $13,000 | -13.3% | 162 | -14.7% | 0.01% | -14.3% |
| CZR | New | CAESARS ENTMT CORP | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| MKC | Buy | MCCORMICK & CO INC | $13,000 | +160.0% | 125 | +166.0% | 0.01% | +200.0% |
| MFGP | Sell | MICRO FOCUS INTERNATIONAspon adr new | $14,000 | -30.0% | 407 | -36.6% | 0.01% | -40.0% |
| CPA | New | COPA HOLDINGS SAcl a | $13,000 | – | 100 | +100.0% | 0.01% | – |
| QCOM | Buy | QUALCOMM INC | $14,000 | +180.0% | 226 | +126.0% | 0.01% | +200.0% |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $14,000 | – | 433 | +100.0% | 0.01% | – |
| USPH | U S PHYSICAL THERAPY INC | $14,000 | +16.7% | 200 | 0.0% | 0.01% | 0.0% | |
| USNA | USANA HEALTH SCIENCES IN | $13,000 | +30.0% | 180 | 0.0% | 0.01% | +20.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| SLAB | SILICON LABORATORIES INC | $13,000 | +8.3% | 150 | 0.0% | 0.01% | 0.0% | |
| TM | TOYOTA MOTOR CORP | $13,000 | +8.3% | 100 | 0.0% | 0.01% | 0.0% | |
| TGE | TALLGRASS ENERGY GP LP | $13,000 | -7.1% | 500 | 0.0% | 0.01% | -14.3% | |
| PCAR | Sell | PACCAR INC | $12,000 | -52.0% | 165 | -51.3% | 0.01% | -58.3% |
| TRP | TRANSCANADA CORP | $12,000 | -7.7% | 256 | 0.0% | 0.01% | -16.7% | |
| RLY | New | SSGA ACTIVE ETF TRmult ass rlrtn | $12,000 | – | 448 | +100.0% | 0.01% | – |
| W | Buy | WAYFAIR INCcl a | $12,000 | +71.4% | 150 | +50.0% | 0.01% | +66.7% |
| ARW | ARROW ELECTRS INC | $12,000 | 0.0% | 150 | 0.0% | 0.01% | -16.7% | |
| BKI | New | BLACK KNIGHT INC | $12,000 | – | 263 | +100.0% | 0.01% | – |
| SJNK | SPDR SER TRbloomberg srt tr | $11,000 | 0.0% | 390 | 0.0% | 0.01% | 0.0% | |
| MQY | BLACKROCK MUNIYIELD QUAL | $11,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $12,000 | +9.1% | 312 | +7.6% | 0.01% | 0.0% |
| ILMN | ILLUMINA INC | $11,000 | +10.0% | 50 | 0.0% | 0.01% | 0.0% | |
| PH | New | PARKER HANNIFIN CORP | $11,000 | – | 57 | +100.0% | 0.01% | – |
| RMD | RESMED INC | $11,000 | +10.0% | 134 | 0.0% | 0.01% | 0.0% | |
| STX | New | SEAGATE TECHNOLOGY PLC | $8,000 | – | 200 | +100.0% | 0.00% | – |
| DFS | DISCOVER FINL SVCS | $9,000 | +12.5% | 122 | 0.0% | 0.00% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDS Ihigh div yld | $8,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $8,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| ADP | New | AUTOMATIC DATA PROCESSIN | $9,000 | – | 80 | +100.0% | 0.00% | – |
| ANTM | ANTHEM INC | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $8,000 | – | 158 | +100.0% | 0.00% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $9,000 | – | 222 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $10,000 | – | 195 | +100.0% | 0.00% | – |
| ANIP | ANI PHARMACEUTICALS INC | $8,000 | +14.3% | 125 | 0.0% | 0.00% | +33.3% | |
| CLX | New | CLOROX CO DEL | $9,000 | – | 60 | +100.0% | 0.00% | – |
| CLH | CLEAN HARBORS INC | $8,000 | -11.1% | 150 | 0.0% | 0.00% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QLTY | $10,000 | 0.0% | 700 | 0.0% | 0.00% | -20.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $9,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $9,000 | -10.0% | 350 | 0.0% | 0.00% | -20.0% | |
| PAYX | New | PAYCHEX INC | $8,000 | – | 111 | +100.0% | 0.00% | – |
| MFM | New | MFS MUN INCOME TRsh ben int | $9,000 | – | 1,332 | +100.0% | 0.00% | – |
| VRIG | New | POWERSHARES ACTIVE MNG Evar rat inv gr | $9,000 | – | 350 | +100.0% | 0.00% | – |
| HAS | Buy | HASBRO INC | $10,000 | 0.0% | 113 | +11.9% | 0.00% | -20.0% |
| IIM | INVESCO VALUE MUN INCOME | $8,000 | 0.0% | 521 | 0.0% | 0.00% | 0.0% | |
| HAE | New | HAEMONETICS CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
| LXU | LSB INDS INC | $7,000 | +16.7% | 800 | 0.0% | 0.00% | 0.0% | |
| AVAV | AEROVIRONMENT INC | $6,000 | +20.0% | 100 | 0.0% | 0.00% | +50.0% | |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $6,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| BLV | VANGUARD BD INDEX FD INClong term bond | $6,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $6,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| L100PS | ARCONIC INC | $7,000 | +16.7% | 243 | 0.0% | 0.00% | 0.0% | |
| DATA | TABLEAU SOFTWARE INCcl a | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $7,000 | -12.5% | 250 | 0.0% | 0.00% | -25.0% | |
| IGM | ISHARES TRn amer tech etf | $6,000 | +20.0% | 35 | 0.0% | 0.00% | +50.0% | |
| DECK | DECKERS OUTDOOR CORP | $6,000 | +20.0% | 75 | 0.0% | 0.00% | +50.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SO | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| OHI | New | OMEGA HEALTHCARE INVS IN | $6,000 | – | 200 | +100.0% | 0.00% | – |
| CAT | Buy | CATERPILLAR INC DEL | $5,000 | +66.7% | 30 | +20.0% | 0.00% | +100.0% |
| SM | SM ENERGY CO | $4,000 | +33.3% | 180 | 0.0% | 0.00% | +100.0% | |
| BK | BANK NEW YORK MELLON COR | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| STI | SUNTRUST BKS INC | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| NAVI | Buy | NAVIENT CORPORATION | $4,000 | 0.0% | 263 | +1.2% | 0.00% | 0.0% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDSsponsored adr | $4,000 | 0.0% | 202 | +0.5% | 0.00% | 0.0% |
| KTWO | K2M GROUP HLDGS INC | $5,000 | -16.7% | 292 | 0.0% | 0.00% | -33.3% | |
| KMI | Buy | KINDER MORGAN INC DEL | $5,000 | -16.7% | 300 | +0.7% | 0.00% | -33.3% |
| NWPX | NORTHWEST PIPE CO | $4,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| DY | DYCOM INDS INC | $4,000 | +33.3% | 40 | 0.0% | 0.00% | +100.0% | |
| FEYE | FIREEYE INC | $4,000 | -20.0% | 300 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AER | AERCAP HOLDINGS NV | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UN CO | $4,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% | |
| FXG | FIRST TR EXCHANGE TRADEDconsumr staple | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| MARK | Sell | REMARK HLDGS INC | $5,000 | +25.0% | 500 | -50.0% | 0.00% | 0.0% |
| HHC | HOWARD HUGHES CORP | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| LOGM | LOGMEIN INC | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| RF | Buy | REGIONS FINL CORP NEW | $4,000 | +33.3% | 247 | +16.5% | 0.00% | +100.0% |
| WMS | ADVANCED DRAIN SYS INC D | $4,000 | +33.3% | 150 | 0.0% | 0.00% | +100.0% | |
| FXD | FIRST TR EXCHANGE TRADEDconsumr discre | $4,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| BEP | Buy | BROOKFIELD RENEWABLE PARpartnership unit | $4,000 | +33.3% | 103 | +1.0% | 0.00% | +100.0% |
| EZM | WISDOMTREE TRus midcp earning | $4,000 | +33.3% | 90 | 0.0% | 0.00% | +100.0% | |
| KBE | SPDR SERIES TRUSTs&p bk etf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $5,000 | -16.7% | 124 | 0.0% | 0.00% | -33.3% | |
| AXAS | New | ABRAXAS PETE CORP | $5,000 | – | 2,000 | +100.0% | 0.00% | – |
| VAR | VARIAN MED SYS INC | $5,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| IAT | ISHARES TRus regnl bks etf | $5,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ADES | ADVANCED EMISSIONS SOLUT | $2,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
| AMD | New | ADVANCED MICRO DEVICES I | $2,000 | – | 200 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
| AA | Sell | ALCOA CORP | $2,000 | -50.0% | 40 | -50.0% | 0.00% | -50.0% |
| ALXN | ALEXION PHARMACEUTICALS | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| AMAT | New | APPLIED MATLS INC | $3,000 | – | 57 | +100.0% | 0.00% | – |
| ARRY | New | ARRAY BIOPHARMA INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| AWRE | AWARE INC MASS | $3,000 | 0.0% | 585 | 0.0% | 0.00% | 0.0% | |
| BGSF | BG STAFFING INC | $3,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| BB | New | BLACKBERRY LTD | $2,000 | – | 185 | +100.0% | 0.00% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $2,000 | – | 26 | +100.0% | 0.00% | – |
| CSU | CAPITAL SR LIVING CORP | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| CNDT | CONDUENT INC | $3,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| CCI | New | CROWN CASTLE INTL CORP N | $2,000 | – | 16 | +100.0% | 0.00% | – |
| CY | Buy | CYPRESS SEMICONDUCTOR CO | $2,000 | 0.0% | 152 | +0.7% | 0.00% | 0.0% |
| EEI | ECOLOGY & ENVIRONMENT INcl a | $2,000 | -33.3% | 235 | 0.0% | 0.00% | 0.0% | |
| ENB | New | ENBRIDGE INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
| FONR | FONAR CORP | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $2,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| GBT | New | GLOBAL BLOOD THERAPEUTIC | $2,000 | – | 60 | +100.0% | 0.00% | – |
| SIL | GLOBAL X FDSglobal x silver | $2,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| GV | GOLDFIELD CORP | $3,000 | -25.0% | 630 | 0.0% | 0.00% | -50.0% | |
| GVA | GRANITE CONSTR INC | $3,000 | +50.0% | 40 | 0.0% | 0.00% | 0.0% | |
| GRPN | GROUPON INC | $3,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| HALL | HALLMARK FINL SVCS INC | $3,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| HTZGQ | HERTZ GLOBAL HLDGS INC | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| HDSN | HUDSON TECHNOLOGIES INC | $2,000 | -33.3% | 385 | 0.0% | 0.00% | 0.0% | |
| INDB | INDEPENDENT BANK CORP MA | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NVTA | New | INVITAE CORP | $3,000 | – | 350 | +100.0% | 0.00% | – |
| NGVC | NATURAL GROCERS BY VITAM | $2,000 | +100.0% | 200 | 0.0% | 0.00% | – | |
| NTCT | NETSCOUT SYS INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PIH | New | 1347 PPTY INS HLDGS INC | $3,000 | – | 365 | +100.0% | 0.00% | – |
| OPK | OPKO HEALTH INC | $2,000 | -33.3% | 500 | 0.0% | 0.00% | 0.0% | |
| PJT | PJT PARTNERS INC | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| PUK | New | PRUDENTIAL PLCadr | $2,000 | – | 37 | +100.0% | 0.00% | – |
| SCSC | SCANSOURCE INC | $2,000 | -33.3% | 60 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $2,000 | -33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UQM | New | UQM TECHNOLOGIES INC | $2,000 | – | 1,350 | +100.0% | 0.00% | – |
| VLY | VALLEY NATL BANCORP | $2,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| WEC | New | WEC ENERGY GROUP INC | $2,000 | – | 27 | +100.0% | 0.00% | – |
| DLPH | New | DELPHI TECHNOLOGIES PLC | $2,000 | – | 43 | +100.0% | 0.00% | – |
| JCI | JOHNSON CTLS INTL PLC | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| CB | Buy | CHUBB LIMITED | $3,000 | 0.0% | 23 | +27.8% | 0.00% | 0.0% |
| MMT | Exit | MFS MULTIMARKET INCOME TRsh ben int | $0 | – | -173 | -100.0% | 0.00% | – |
| TEX | New | TEREX CORP NEW | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SNV | SYNOVUS FINL CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| SMFG | New | SUMITOMO MITSUI FINL GROsponsored adr | $1,000 | – | 158 | +100.0% | 0.00% | – |
| SONY | New | SONY CORPsponsored adr | $1,000 | – | 18 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $0 | – | 2 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA ENERGY | $1,000 | – | 10 | +100.0% | 0.00% | – |
| RYAAY | New | RYANAIR HLDGS PLCsponsored adr ne | $1,000 | – | 6 | +100.0% | 0.00% | – |
| RA | Exit | BROOKFIELD REAL ASSETS INCOM | $0 | – | -48 | -100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $1,000 | – | 45 | +100.0% | 0.00% | – |
| O | New | REALTY INCOME CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| PSA | New | PUBLIC STORAGE | $0 | – | 2 | +100.0% | 0.00% | – |
| PLD | New | PROLOGIS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $1,000 | – | 17 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $1,000 | – | 262 | +100.0% | 0.00% | – |
| KLXI | KLX INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| WMB | New | WILLIAMS COS INC DEL | $1,000 | – | 31 | +100.0% | 0.00% | – |
| WIN | WINDSTREAM HLDGS INC | $0 | – | 234 | 0.0% | 0.00% | – | |
| WOOD | New | ISHARES TRgl timb fore etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| GMRE | GLOBAL MED REIT INC | $1,000 | 0.0% | 155 | 0.0% | 0.00% | – | |
| GIS | New | GENERAL MLS INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| FCF | FIRST COMWLTH FINL CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ECA | New | ENCANA CORP | $1,000 | – | 55 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW | $1,000 | – | 13 | +100.0% | 0.00% | – |
| AON | New | AON PLC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $1,000 | -50.0% | 30 | -50.0% | 0.00% | -100.0% |
| CTRV | CONTRAVIR PHARMACEUTICAL | $1,000 | -50.0% | 3,000 | 0.0% | 0.00% | -100.0% | |
| CFG | New | CITIZENS FINL GROUP INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| EXD | Exit | EATON VANCE TAX ADV BD OPT S | $0 | – | -89 | -100.0% | 0.00% | – |
| BGB | Exit | BLACKSTONE GSO STRATEGIC CR | $0 | – | -71 | -100.0% | 0.00% | – |
| AFT | Exit | APOLLO SR FLOATING RATE FD I | $0 | – | -60 | -100.0% | 0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INCw exp 01/19/202 | $0 | – | -1 | -100.0% | 0.00% | – |
| TIME | TIME INC NEW | $0 | – | 15 | 0.0% | 0.00% | – | |
| AEF | Exit | ABERDEEN CHILE FD INC | $0 | – | -135 | -100.0% | 0.00% | – |
| ECF | Exit | ELLSWORTH GROWTH & INCOME FD | $0 | – | -115 | -100.0% | 0.00% | – |
| EOD | Exit | WELLS FARGO GLOBAL DIVIDEND | $0 | – | -185 | -100.0% | 0.00% | – |
| NNC | Exit | NUVEEN NORTH CAROLINA QLTY M | $0 | – | -75 | -100.0% | 0.00% | – |
| AWP | Exit | ALPINE GLOBAL PREMIER PPTYS | $0 | – | -193 | -100.0% | 0.00% | – |
| ARDC | Exit | ARES DYNAMIC CR ALLOCATION F | $0 | – | -65 | -100.0% | 0.00% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -74 | -100.0% | 0.00% | – |
| UTF | Exit | COHEN & STEERS INFRASTRUCTUR | $0 | – | -51 | -100.0% | 0.00% | – |
| VREX | VAREX IMAGING CORP | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| URI | New | UNITED RENTALS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $1,000 | – | 22 | +100.0% | 0.00% | – |
| TROV | TROVAGENE INC | $1,000 | -50.0% | 3,000 | 0.0% | 0.00% | -100.0% | |
| CC | CHEMOURS CO | $0 | – | 5 | 0.0% | 0.00% | – | |
| CPT | New | CAMDEN PPTY TRsh ben int | $1,000 | – | 6 | +100.0% | 0.00% | – |
| BIF | Exit | BOULDER GROWTH & INCOME FD I | $0 | – | -124 | -100.0% | 0.00% | – |
| CRCQQ | CALIFORNIA RES CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| BHP | New | BHP BILLITON LTDsponsored adr | $1,000 | – | 23 | +100.0% | 0.00% | – |
| BBBY | BED BATH & BEYOND INC | $1,000 | -50.0% | 68 | 0.0% | 0.00% | -100.0% | |
| AGX | New | ARGAN INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ABCB | AMERIS BANCORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| AWK | New | AMERICAN WTR WKS CO INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ASIX | New | ADVANSIX INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| EQL | ALPS ETF TRequal sec etf | $0 | – | 5 | 0.0% | 0.00% | – | |
| GDL | Exit | GDL FUND | $0 | – | -103 | -100.0% | 0.00% | – |
| ACP | Exit | AVENUE INCOME CR STRATEGIES | $0 | – | -81 | -100.0% | 0.00% | – |
| IGR | Exit | CBRE CLARION GLOBAL REAL EST | $0 | – | -133 | -100.0% | 0.00% | – |
| EMI | Exit | EATON VANCE MI MUNI INCOME Tsh ben int | $0 | – | -79 | -100.0% | 0.00% | – |
| IRL | Exit | NEW IRELAND FUND INC | $0 | – | -89 | -100.0% | 0.00% | – |
| JAX | Exit | J ALEXANDERS HLDGS INC | $0 | – | -91 | -100.0% | 0.00% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -72 | -100.0% | 0.00% | – |
| EMD | Exit | WESTERN ASSET EMRG MKT DEBT | $0 | – | -65 | -100.0% | 0.00% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -100 | -100.0% | -0.00% | – |
| X | Exit | UNITED STATES STL CORP NEW | $0 | – | -200 | -100.0% | -0.00% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -75 | -100.0% | -0.00% | – |
| FDT | Exit | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $0 | – | -100 | -100.0% | -0.00% | – |
| PCG | Exit | PG&E CORP | $0 | – | -170 | -100.0% | -0.01% | – |
| EMLP | Exit | FIRST TR EXCHANGE TRADED FDno amer energy | $0 | – | -560 | -100.0% | -0.01% | – |
| INST | Exit | INSTRUCTURE INC | $0 | – | -500 | -100.0% | -0.01% | – |
| POT | Exit | POTASH CORP SASK INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| HSBCPRA | Exit | HSBC HLDGS PLCadr a 1/40pf a | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TER | Exit | TERADYNE INC | $0 | – | -1,000 | -100.0% | -0.02% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -500 | -100.0% | -0.02% | – |
| SINA | Exit | SINA CORPord | $0 | – | -400 | -100.0% | -0.02% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -900 | -100.0% | -0.02% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -500 | -100.0% | -0.03% | – |
| FSK | Exit | FS INVT CORP | $0 | – | -11,277 | -100.0% | -0.05% | – |
| 3106PS | Exit | DELPHI AUTOMOTIVE PLC | $0 | – | -8,485 | -100.0% | -0.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 25 | Q2 2023 | 8.1% |
| VANGUARD SCOTTSDALE FDS | 25 | Q2 2023 | 8.5% |
| ISHARES TR | 25 | Q2 2023 | 6.6% |
| VANGUARD BD INDEX FDS | 25 | Q2 2023 | 10.7% |
| VANGUARD INTL EQUITY INDEX F | 25 | Q2 2023 | 6.4% |
| SPDR S&P MIDCAP 400 ETF TR | 25 | Q2 2023 | 8.7% |
| PIMCO ETF TR | 25 | Q2 2023 | 5.4% |
| ISHARES TR | 25 | Q2 2023 | 5.0% |
| ISHARES INC | 25 | Q2 2023 | 4.3% |
| APPLE INC | 25 | Q2 2023 | 3.1% |
View BDO Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-09 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR | 2023-01-27 |
| 13F-HR/A | 2022-11-02 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-25 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-09 |
View BDO Wealth Advisors, 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.