$690 Million is the total value of Trilogy Capital Inc.'s 508 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPAB | New | SPDR SERIES TRUSTportfolio agrgte | $65,324,000 | – | 2,319,734 | +100.0% | 9.47% | – |
SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $43,629,000 | – | 1,410,104 | +100.0% | 6.32% | – |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $27,028,000 | – | 859,932 | +100.0% | 3.92% | – |
FLRN | New | SPDR SER TRblomberg brc inv | $8,060,000 | – | 262,299 | +100.0% | 1.17% | – |
SHY | New | ISHARES TR1 3 yr treas bd | $5,287,000 | – | 63,270 | +100.0% | 0.77% | – |
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $5,115,000 | – | 130,163 | +100.0% | 0.74% | – |
SPSB | New | SPDR SERIES TRUSTportfolio short | $1,702,000 | – | 56,352 | +100.0% | 0.25% | – |
SDY | New | SPDR SERIES TRUSTs&p divid etf | $1,392,000 | – | 15,263 | +100.0% | 0.20% | – |
FE | New | FIRSTENERGY CORP | $1,285,000 | – | 37,795 | +100.0% | 0.19% | – |
EIX | New | EDISON INTL | $1,253,000 | – | 19,680 | +100.0% | 0.18% | – |
ITA | New | ISHARES TRus aer def etf | $1,008,000 | – | 5,091 | +100.0% | 0.15% | – |
KHC | New | KRAFT HEINZ CO | $943,000 | – | 15,144 | +100.0% | 0.14% | – |
IPG | New | INTERPUBLIC GROUP COS INC | $756,000 | – | 32,822 | +100.0% | 0.11% | – |
PFE | New | PFIZER INC | $687,000 | – | 19,346 | +100.0% | 0.10% | – |
AEP | New | AMERICAN ELEC PWR INC | $673,000 | – | 9,811 | +100.0% | 0.10% | – |
WEC | New | WEC ENERGY GROUP INC | $671,000 | – | 10,702 | +100.0% | 0.10% | – |
PNW | New | PINNACLE WEST CAP CORP | $672,000 | – | 8,426 | +100.0% | 0.10% | – |
MRK | New | MERCK & CO INC | $665,000 | – | 12,216 | +100.0% | 0.10% | – |
HRB | New | BLOCK H & R INC | $653,000 | – | 25,683 | +100.0% | 0.10% | – |
GILD | New | GILEAD SCIENCES INC | $652,000 | – | 8,642 | +100.0% | 0.10% | – |
WU | New | WESTERN UN CO | $624,000 | – | 32,462 | +100.0% | 0.09% | – |
QCOM | New | QUALCOMM INC | $620,000 | – | 11,195 | +100.0% | 0.09% | – |
EHC | New | ENCOMPASS HEALTH CORP | $527,000 | – | 9,211 | +100.0% | 0.08% | – |
OGE | New | OGE ENERGY CORP | $488,000 | – | 14,888 | +100.0% | 0.07% | – |
WMK | New | WEIS MKTS INC | $489,000 | – | 11,937 | +100.0% | 0.07% | – |
UHS | New | UNIVERSAL HLTH SVCS INCcl b | $482,000 | – | 4,069 | +100.0% | 0.07% | – |
BKH | New | BLACK HILLS CORP | $465,000 | – | 8,563 | +100.0% | 0.07% | – |
DGX | New | QUEST DIAGNOSTICS INC | $461,000 | – | 4,597 | +100.0% | 0.07% | – |
K | New | KELLOGG CO | $457,000 | – | 7,031 | +100.0% | 0.07% | – |
ANTM | New | ANTHEM INC | $428,000 | – | 1,950 | +100.0% | 0.06% | – |
CAH | New | CARDINAL HEALTH INC | $426,000 | – | 6,800 | +100.0% | 0.06% | – |
NYLDA | New | NRG YIELD INCcl a new | $422,000 | – | 25,643 | +100.0% | 0.06% | – |
ZBH | New | ZIMMER BIOMET HLDGS INC | $415,000 | – | 3,805 | +100.0% | 0.06% | – |
MCK | New | MCKESSON CORP | $405,000 | – | 2,878 | +100.0% | 0.06% | – |
NFLX | New | NETFLIX INC | $363,000 | – | 1,228 | +100.0% | 0.05% | – |
OMI | New | OWENS & MINOR INC NEW | $369,000 | – | 23,748 | +100.0% | 0.05% | – |
DFODQ | New | DEAN FOODS CO NEW | $361,000 | – | 41,875 | +100.0% | 0.05% | – |
VIG | New | VANGUARD GROUPdiv app etf | $348,000 | – | 3,444 | +100.0% | 0.05% | – |
AMZN | New | AMAZON COM INC | $339,000 | – | 234 | +100.0% | 0.05% | – |
PDCO | New | PATTERSON COMPANIES INC | $296,000 | – | 13,294 | +100.0% | 0.04% | – |
T | New | AT&T INC | $285,000 | – | 7,991 | +100.0% | 0.04% | – |
QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $275,000 | – | 1,715 | +100.0% | 0.04% | – |
FB | New | FACEBOOK INCcl a | $262,000 | – | 1,642 | +100.0% | 0.04% | – |
TSLA | New | TESLA INC | $241,000 | – | 904 | +100.0% | 0.04% | – |
AMGN | New | AMGEN INC | $195,000 | – | 1,146 | +100.0% | 0.03% | – |
ITM | New | VANECK VECTORS ETF TRamt free int etf | $180,000 | – | 7,644 | +100.0% | 0.03% | – |
IWM | New | ISHARES TRrussell 2000 etf | $174,000 | – | 1,149 | +100.0% | 0.02% | – |
FL | New | FOOT LOCKER INC | $172,000 | – | 3,770 | +100.0% | 0.02% | – |
GT | New | GOODYEAR TIRE & RUBR CO | $160,000 | – | 6,019 | +100.0% | 0.02% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $159,000 | – | 868 | +100.0% | 0.02% | – |
CTB | New | COOPER TIRE & RUBR CO | $160,000 | – | 5,471 | +100.0% | 0.02% | – |
XOM | New | EXXON MOBIL CORP | $149,000 | – | 1,997 | +100.0% | 0.02% | – |
SBUX | New | STARBUCKS CORP | $135,000 | – | 2,326 | +100.0% | 0.02% | – |
DRI | New | DARDEN RESTAURANTS INC | $140,000 | – | 1,637 | +100.0% | 0.02% | – |
LMT | New | LOCKHEED MARTIN CORP | $134,000 | – | 396 | +100.0% | 0.02% | – |
SIG | New | SIGNET JEWELERS LIMITED | $121,000 | – | 3,151 | +100.0% | 0.02% | – |
MUB | New | ISHARES TRnational mun etf | $122,000 | – | 1,120 | +100.0% | 0.02% | – |
BBBY | New | BED BATH & BEYOND INC | $127,000 | – | 6,036 | +100.0% | 0.02% | – |
COST | New | COSTCO WHSL CORP NEW | $116,000 | – | 613 | +100.0% | 0.02% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $118,000 | – | 832 | +100.0% | 0.02% | – |
DIS | New | DISNEY WALT CO | $107,000 | – | 1,065 | +100.0% | 0.02% | – |
HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $106,000 | – | 3,424 | +100.0% | 0.02% | – |
HD | New | HOME DEPOT INC | $89,000 | – | 500 | +100.0% | 0.01% | – |
BAC | New | BANK AMER CORP | $89,000 | – | 2,957 | +100.0% | 0.01% | – |
AOM | New | ISHARES TRmodert alloc etf | $82,000 | – | 2,164 | +100.0% | 0.01% | – |
NLY | New | ANNALY CAP MGMT INC | $84,000 | – | 8,013 | +100.0% | 0.01% | – |
GG | New | GOLDCORP INC NEW | $77,000 | – | 5,569 | +100.0% | 0.01% | – |
IPCC | New | INFINITY PPTY & CAS CORP | $76,000 | – | 646 | +100.0% | 0.01% | – |
HON | New | HONEYWELL INTL INC | $77,000 | – | 534 | +100.0% | 0.01% | – |
V | New | VISA INC | $73,000 | – | 612 | +100.0% | 0.01% | – |
BIV | New | VANGUARD BD INDEX FD INCintermed term | $69,000 | – | 839 | +100.0% | 0.01% | – |
DE | New | DEERE & CO | $70,000 | – | 449 | +100.0% | 0.01% | – |
BA | New | BOEING CO | $72,000 | – | 220 | +100.0% | 0.01% | – |
VER | New | VEREIT INC | $70,000 | – | 10,044 | +100.0% | 0.01% | – |
NEM | New | NEWMONT MINING CORP | $67,000 | – | 1,707 | +100.0% | 0.01% | – |
JNJ | New | JOHNSON & JOHNSON | $67,000 | – | 523 | +100.0% | 0.01% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $65,000 | – | 628 | +100.0% | 0.01% | – |
CMCSA | New | COMCAST CORP NEWcl a | $60,000 | – | 1,754 | +100.0% | 0.01% | – |
IWF | New | ISHARES TRrus 1000 grw etf | $57,000 | – | 417 | +100.0% | 0.01% | – |
O | New | REALTY INCOME CORP | $54,000 | – | 1,048 | +100.0% | 0.01% | – |
KO | New | COCA COLA CO | $57,000 | – | 1,316 | +100.0% | 0.01% | – |
PWV | New | POWERSHARES ETF TRUSTdynm lrg cp vl | $54,000 | – | 1,487 | +100.0% | 0.01% | – |
WFC | New | WELLS FARGO CO NEW | $45,000 | – | 850 | +100.0% | 0.01% | – |
BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $48,000 | – | 870 | +100.0% | 0.01% | – |
VOO | New | VANGUARD INDEX FDS | $45,000 | – | 185 | +100.0% | 0.01% | – |
AXP | New | AMERICAN EXPRESS CO | $45,000 | – | 478 | +100.0% | 0.01% | – |
ECL | New | ECOLAB INC | $45,000 | – | 325 | +100.0% | 0.01% | – |
EWH | New | ISHARES INCmsci hong kg etf | $51,000 | – | 2,000 | +100.0% | 0.01% | – |
XYL | New | XYLEM INC | $44,000 | – | 570 | +100.0% | 0.01% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $39,000 | – | 38 | +100.0% | 0.01% | – |
WM | New | WASTE MGMT INC DEL | $40,000 | – | 475 | +100.0% | 0.01% | – |
GD | New | GENERAL DYNAMICS CORP | $39,000 | – | 177 | +100.0% | 0.01% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $43,000 | – | 295 | +100.0% | 0.01% | – |
BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $44,000 | – | 558 | +100.0% | 0.01% | – |
NTR | New | NUTRIEN LTD | $41,000 | – | 868 | +100.0% | 0.01% | – |
TER | New | TERADYNE INC | $39,000 | – | 850 | +100.0% | 0.01% | – |
ETW | New | EATON VANCE TXMGD GL BUYWR O | $39,000 | – | 3,413 | +100.0% | 0.01% | – |
BMO | New | BANK MONTREAL QUE | $41,000 | – | 545 | +100.0% | 0.01% | – |
DBA | New | POWERSHS DB MULTI SECT COMMps db agricul fd | $38,000 | – | 2,000 | +100.0% | 0.01% | – |
VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $37,000 | – | 452 | +100.0% | 0.01% | – |
VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $32,000 | – | 525 | +100.0% | 0.01% | – |
GE | New | GENERAL ELECTRIC CO | $33,000 | – | 2,424 | +100.0% | 0.01% | – |
DBC | New | POWERSHARES DB CMDTY IDX TRAunit ben int | $34,000 | – | 2,000 | +100.0% | 0.01% | – |
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $33,000 | – | 202 | +100.0% | 0.01% | – |
TRV | New | TRAVELERS COMPANIES INC | $36,000 | – | 257 | +100.0% | 0.01% | – |
TAN | New | CLAYMORE EXCHANGE TRD FD TRguggenheim solar | $32,000 | – | 1,310 | +100.0% | 0.01% | – |
AON | New | AON PLC | $32,000 | – | 225 | +100.0% | 0.01% | – |
BWA | New | BORGWARNER INC | $34,000 | – | 684 | +100.0% | 0.01% | – |
FR | New | FIRST INDUSTRIAL REALTY TRUS | $36,000 | – | 1,231 | +100.0% | 0.01% | – |
HCP | New | HCP INC | $36,000 | – | 1,563 | +100.0% | 0.01% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $29,000 | – | 232 | +100.0% | 0.00% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $30,000 | – | 291 | +100.0% | 0.00% | – |
UNH | New | UNITEDHEALTH GROUP INC | $26,000 | – | 121 | +100.0% | 0.00% | – |
ILMN | New | ILLUMINA INC | $27,000 | – | 114 | +100.0% | 0.00% | – |
GOOG | New | ALPHABET INCcap stk cl c | $31,000 | – | 30 | +100.0% | 0.00% | – |
RVT | New | ROYCE VALUE TR INC | $27,000 | – | 1,712 | +100.0% | 0.00% | – |
FDX | New | FEDEX CORP | $31,000 | – | 130 | +100.0% | 0.00% | – |
NKE | New | NIKE INCcl b | $31,000 | – | 470 | +100.0% | 0.00% | – |
IWR | New | ISHARES TRrus mid cap etf | $25,000 | – | 121 | +100.0% | 0.00% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $27,000 | – | 208 | +100.0% | 0.00% | – |
JPM | New | JPMORGAN CHASE & CO | $31,000 | – | 285 | +100.0% | 0.00% | – |
TIP | New | ISHARES TRtips bd etf | $26,000 | – | 234 | +100.0% | 0.00% | – |
AMLP | New | ALPS ETF TRalerian mlp | $28,000 | – | 3,000 | +100.0% | 0.00% | – |
SYK | New | STRYKER CORP | $21,000 | – | 132 | +100.0% | 0.00% | – |
RUN | New | SUNRUN INC | $18,000 | – | 2,050 | +100.0% | 0.00% | – |
MMM | New | 3M CO | $23,000 | – | 103 | +100.0% | 0.00% | – |
FYX | New | FIRST TR SML CP CORE ALPHA F | $18,000 | – | 307 | +100.0% | 0.00% | – |
FPE | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $19,000 | – | 1,000 | +100.0% | 0.00% | – |
BLV | New | VANGUARD BD INDEX FD INClong term bond | $19,000 | – | 213 | +100.0% | 0.00% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $23,000 | – | 448 | +100.0% | 0.00% | – |
AACH | New | AAC HLDGS INC | $23,000 | – | 1,986 | +100.0% | 0.00% | – |
ZNGA | New | ZYNGA INCcl a | $22,000 | – | 6,000 | +100.0% | 0.00% | – |
CRNT | New | CERAGON NETWORKS LTDord | $22,000 | – | 8,000 | +100.0% | 0.00% | – |
BMY | New | BRISTOL MYERS SQUIBB CO | $19,000 | – | 300 | +100.0% | 0.00% | – |
ABT | New | ABBOTT LABS | $19,000 | – | 316 | +100.0% | 0.00% | – |
CAT | New | CATERPILLAR INC DEL | $22,000 | – | 150 | +100.0% | 0.00% | – |
AMJ | New | JPMORGAN CHASE & COalerian ml etn | $22,000 | – | 922 | +100.0% | 0.00% | – |
C | New | CITIGROUP INC | $21,000 | – | 308 | +100.0% | 0.00% | – |
MCD | New | MCDONALDS CORP | $18,000 | – | 114 | +100.0% | 0.00% | – |
MOS | New | MOSAIC CO NEW | $24,000 | – | 1,009 | +100.0% | 0.00% | – |
PJP | New | POWERSHARES ETF TRUSTdyn phrma port | $18,000 | – | 294 | +100.0% | 0.00% | – |
DVY | New | ISHARES TRselect divid etf | $12,000 | – | 121 | +100.0% | 0.00% | – |
HYLS | New | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $14,000 | – | 303 | +100.0% | 0.00% | – |
HIX | New | WESTERN ASSET HIGH INCM FD I | $11,000 | – | 1,678 | +100.0% | 0.00% | – |
SU | New | SUNCOR ENERGY INC NEW | $13,000 | – | 362 | +100.0% | 0.00% | – |
ENB | New | ENBRIDGE INC | $14,000 | – | 436 | +100.0% | 0.00% | – |
DIAX | New | NUVEEN DOW 30 DYN OVERWRITE | $15,000 | – | 846 | +100.0% | 0.00% | – |
FEP | New | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $12,000 | – | 312 | +100.0% | 0.00% | – |
UNP | New | UNION PAC CORP | $15,000 | – | 114 | +100.0% | 0.00% | – |
ZTS | New | ZOETIS INCcl a | $11,000 | – | 135 | +100.0% | 0.00% | – |
VOX | New | VANGUARD WORLD FDS | $11,000 | – | 137 | +100.0% | 0.00% | – |
LUMN | New | CENTURYLINK INC | $17,000 | – | 1,015 | +100.0% | 0.00% | – |
RWJ | New | OPPENHEIMER ETF TRsmall cap rev et | $14,000 | – | 210 | +100.0% | 0.00% | – |
SLB | New | SCHLUMBERGER LTD | $13,000 | – | 200 | +100.0% | 0.00% | – |
DEO | New | DIAGEO P L Cspon adr new | $16,000 | – | 116 | +100.0% | 0.00% | – |
XHB | New | SPDR SERIES TRUSTs&p homebuild | $12,000 | – | 300 | +100.0% | 0.00% | – |
TWTR | New | TWITTER INC | $16,000 | – | 566 | +100.0% | 0.00% | – |
KBE | New | SPDR SERIES TRUSTs&p bk etf | $16,000 | – | 326 | +100.0% | 0.00% | – |
GLD | New | SPDR GOLD TRUST | $14,000 | – | 108 | +100.0% | 0.00% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $17,000 | – | 97 | +100.0% | 0.00% | – |
EWJ | New | ISHARES INCmsci jpn etf new | $13,000 | – | 214 | +100.0% | 0.00% | – |
VIS | New | VANGUARD WORLD FDSindustrial etf | $12,000 | – | 89 | +100.0% | 0.00% | – |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $13,000 | – | 82 | +100.0% | 0.00% | – |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $11,000 | – | 275 | +100.0% | 0.00% | – |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,000 | – | 203 | +100.0% | 0.00% | – |
FCX | New | FREEPORT-MCMORAN INCcl b | $13,000 | – | 747 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN CRUISES LTD | $12,000 | – | 100 | +100.0% | 0.00% | – |
IJJ | New | ISHARES TRs&p mc 400vl etf | $12,000 | – | 78 | +100.0% | 0.00% | – |
RNP | New | COHEN & STEERS REIT & PFD IN | $16,000 | – | 840 | +100.0% | 0.00% | – |
GDV | New | GABELLI DIVD & INCOME TR | $10,000 | – | 438 | +100.0% | 0.00% | – |
BLK | New | BLACKROCK INC | $4,000 | – | 8 | +100.0% | 0.00% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $7,000 | – | 65 | +100.0% | 0.00% | – |
WDC | New | WESTERN DIGITAL CORP | $8,000 | – | 82 | +100.0% | 0.00% | – |
VRTX | New | VERTEX PHARMACEUTICALS INC | $5,000 | – | 33 | +100.0% | 0.00% | – |
ADSK | New | AUTODESK INC | $7,000 | – | 53 | +100.0% | 0.00% | – |
CMP | New | COMPASS MINERALS INTL INC | $4,000 | – | 66 | +100.0% | 0.00% | – |
NFG | New | NATIONAL FUEL GAS CO N J | $5,000 | – | 106 | +100.0% | 0.00% | – |
NYCB | New | NEW YORK CMNTY BANCORP INC | $6,000 | – | 438 | +100.0% | 0.00% | – |
NEP | New | NEXTERA ENERGY PARTNERS LP | $4,000 | – | 100 | +100.0% | 0.00% | – |
VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $7,000 | – | 91 | +100.0% | 0.00% | – |
COP | New | CONOCOPHILLIPS | $6,000 | – | 100 | +100.0% | 0.00% | – |
NUE | New | NUCOR CORP | $5,000 | – | 75 | +100.0% | 0.00% | – |
FTSL | New | FIRST TR EXCHANGE TRADED FDsenior ln fd | $10,000 | – | 214 | +100.0% | 0.00% | – |
BIIB | New | BIOGEN INC | $10,000 | – | 38 | +100.0% | 0.00% | – |
OKTA | New | OKTA INCcl a | $4,000 | – | 100 | +100.0% | 0.00% | – |
FCF | New | FIRST COMWLTH FINL CORP PA | $10,000 | – | 704 | +100.0% | 0.00% | – |
ORCL | New | ORACLE CORP | $6,000 | – | 139 | +100.0% | 0.00% | – |
TTE | New | TOTAL S Asponsored adr | $6,000 | – | 100 | +100.0% | 0.00% | – |
ETSY | New | ETSY INC | $8,000 | – | 280 | +100.0% | 0.00% | – |
PCG | New | PG&E CORP | $10,000 | – | 218 | +100.0% | 0.00% | – |
PNC | New | PNC FINL SVCS GROUP INC | $9,000 | – | 57 | +100.0% | 0.00% | – |
PPG | New | PPG INDS INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $9,000 | – | 525 | +100.0% | 0.00% | – |
PPBI | New | PACIFIC PREMIER BANCORP | $8,000 | – | 200 | +100.0% | 0.00% | – |
PANW | New | PALO ALTO NETWORKS INC | $7,000 | – | 36 | +100.0% | 0.00% | – |
PAYC | New | PAYCOM SOFTWARE INC | $4,000 | – | 36 | +100.0% | 0.00% | – |
PYPL | New | PAYPAL HLDGS INC | $10,000 | – | 126 | +100.0% | 0.00% | – |
SYF | New | SYNCHRONY FINL | $4,000 | – | 117 | +100.0% | 0.00% | – |
CSGP | New | COSTAR GROUP INC | $4,000 | – | 12 | +100.0% | 0.00% | – |
EMR | New | EMERSON ELEC CO | $10,000 | – | 151 | +100.0% | 0.00% | – |
PGP | New | PIMCO GLOBAL STOCKSPLS INCM | $5,000 | – | 409 | +100.0% | 0.00% | – |
SONY | New | SONY CORPsponsored adr | $5,000 | – | 100 | +100.0% | 0.00% | – |
ADBE | New | ADOBE SYS INC | $5,000 | – | 22 | +100.0% | 0.00% | – |
HACK | New | ETF MANAGERS TRprime cybr scrty | $7,000 | – | 206 | +100.0% | 0.00% | – |
UFS | New | DOMTAR CORP | $4,000 | – | 100 | +100.0% | 0.00% | – |
PPA | New | POWERSHARES ETF TRUSTaerspc def ptf | $4,000 | – | 64 | +100.0% | 0.00% | – |
RHT | New | RED HAT INC | $5,000 | – | 33 | +100.0% | 0.00% | – |
VRP | New | POWERSHARES ETF TR IIvar rate pfd por | $10,000 | – | 405 | +100.0% | 0.00% | – |
DNP | New | DNP SELECT INCOME FD | $8,000 | – | 747 | +100.0% | 0.00% | – |
BP | New | BP PLCsponsored adr | $5,000 | – | 119 | +100.0% | 0.00% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $4,000 | – | 57 | +100.0% | 0.00% | – |
IWC | New | ISHARES TRmicro-cap etf | $5,000 | – | 57 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $7,000 | – | 105 | +100.0% | 0.00% | – |
EXI | New | ISHARES TRglob indstrl etf | $6,000 | – | 69 | +100.0% | 0.00% | – |
RIOT | New | RIOT BLOCKCHAIN INC | $8,000 | – | 1,250 | +100.0% | 0.00% | – |
IUSG | New | ISHARES TRcore s&p us gwt | $8,000 | – | 145 | +100.0% | 0.00% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $7,000 | – | 59 | +100.0% | 0.00% | – |
IUSV | New | ISHARES TRcore s&p us vlu | $6,000 | – | 115 | +100.0% | 0.00% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $7,000 | – | 143 | +100.0% | 0.00% | – |
FXI | New | ISHARES TRchina lg-cap etf | $9,000 | – | 200 | +100.0% | 0.00% | – |
KMX | New | CARMAX INC | $10,000 | – | 155 | +100.0% | 0.00% | – |
IRM | New | IRON MTN INC NEW | $6,000 | – | 190 | +100.0% | 0.00% | – |
AMP | New | AMERIPRISE FINL INC | $8,000 | – | 57 | +100.0% | 0.00% | – |
CE | New | CELANESE CORP DEL | $4,000 | – | 43 | +100.0% | 0.00% | – |
CELG | New | CELGENE CORP | $6,000 | – | 64 | +100.0% | 0.00% | – |
HL | New | HECLA MNG CO | $6,000 | – | 1,502 | +100.0% | 0.00% | – |
AVGO | New | BROADCOM LTD | $5,000 | – | 20 | +100.0% | 0.00% | – |
KMI | New | KINDER MORGAN INC DEL | $4,000 | – | 260 | +100.0% | 0.00% | – |
KGC | New | KINROSS GOLD CORP | $6,000 | – | 1,500 | +100.0% | 0.00% | – |
MYL | New | MYLAN N V | $4,000 | – | 98 | +100.0% | 0.00% | – |
LLL | New | L3 TECHNOLOGIES INC | $7,000 | – | 32 | +100.0% | 0.00% | – |
LVS | New | LAS VEGAS SANDS CORP | $5,000 | – | 71 | +100.0% | 0.00% | – |
LNG | New | CHENIERE ENERGY INC | $5,000 | – | 85 | +100.0% | 0.00% | – |
CHK | New | CHESAPEAKE ENERGY CORP | $5,000 | – | 1,519 | +100.0% | 0.00% | – |
ASML | New | ASML HOLDING N V | $4,000 | – | 19 | +100.0% | 0.00% | – |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $6,000 | – | 20 | +100.0% | 0.00% | – |
AKAM | New | AKAMAI TECHNOLOGIES INC | $4,000 | – | 53 | +100.0% | 0.00% | – |
EET | New | PROSHARES TRmsci emrg etf | $5,000 | – | 51 | +100.0% | 0.00% | – |
REGI | New | RENEWABLE ENERGY GROUP INC | $5,000 | – | 418 | +100.0% | 0.00% | – |
APC | New | ANADARKO PETE CORP | $6,000 | – | 93 | +100.0% | 0.00% | – |
LLY | New | LILLY ELI & CO | $4,000 | – | 47 | +100.0% | 0.00% | – |
TEL | New | TE CONNECTIVITY LTD | $10,000 | – | 99 | +100.0% | 0.00% | – |
STX | New | SEAGATE TECHNOLOGY PLC | $6,000 | – | 100 | +100.0% | 0.00% | – |
MDT | New | MEDTRONIC PLC | $7,000 | – | 83 | +100.0% | 0.00% | – |
MFC | New | MANULIFE FINL CORP | $4,000 | – | 215 | +100.0% | 0.00% | – |
VOYA | New | VOYA FINL INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
AFL | New | AFLAC INC | $2,000 | – | 56 | +100.0% | 0.00% | – |
SDOG | New | ALPS ETF TRsectr div dogs | $1,000 | – | 32 | +100.0% | 0.00% | – |
AMCX | New | AMC NETWORKS INCcl a | $1,000 | – | 18 | +100.0% | 0.00% | – |
ATVI | New | ACTIVISION BLIZZARD INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $0 | – | 41 | +100.0% | 0.00% | – |
AEG | New | AEGON N Vny registry sh | $0 | – | 16 | +100.0% | 0.00% | – |
AET | New | AETNA INC NEW | $3,000 | – | 18 | +100.0% | 0.00% | – |
ALK | New | ALASKA AIR GROUP INC | $0 | – | 8 | +100.0% | 0.00% | – |
ALSN | New | ALLISON TRANSMISSION HLDGS I | $1,000 | – | 29 | +100.0% | 0.00% | – |
AAL | New | AMERICAN AIRLS GROUP INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
AEO | New | AMERICAN EAGLE OUTFITTERS NE | $3,000 | – | 130 | +100.0% | 0.00% | – |
AMH | New | AMERICAN HOMES 4 RENTcl a | $1,000 | – | 74 | +100.0% | 0.00% | – |
AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 3 | +100.0% | 0.00% | – |
BLOK | New | AMPLIFY ETF TRblockchain ldr | $2,000 | – | 100 | +100.0% | 0.00% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,000 | – | 21 | +100.0% | 0.00% | – |
AMAT | New | APPLIED MATLS INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
WTR | New | AQUA AMERICA INC | $3,000 | – | 76 | +100.0% | 0.00% | – |
ANET | New | ARISTA NETWORKS INC | $3,000 | – | 10 | +100.0% | 0.00% | – |
AZO | New | AUTOZONE INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
BLDP | New | BALLARD PWR SYS INC NEW | $1,000 | – | 200 | +100.0% | 0.00% | – |
SAM | New | BOSTON BEER INCcl a | $2,000 | – | 13 | +100.0% | 0.00% | – |
BPI | New | BRIDGEPOINT ED INC | $1,000 | – | 150 | +100.0% | 0.00% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $2,000 | – | 16 | +100.0% | 0.00% | – |
CDK | New | CDK GLOBAL INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
COG | New | CABOT OIL & GAS CORP | $1,000 | – | 36 | +100.0% | 0.00% | – |
CP | New | CANADIAN PAC RY LTD | $2,000 | – | 14 | +100.0% | 0.00% | – |
CX | New | CEMEX SAB DE CVspon adr new | $2,000 | – | 350 | +100.0% | 0.00% | – |
XEC | New | CIMAREX ENERGY CO | $2,000 | – | 25 | +100.0% | 0.00% | – |
CTXS | New | CITRIX SYS INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
CSD | New | CLAYMORE EXCHANGE TRD FD TRgugg s&p spinoff | $1,000 | – | 27 | +100.0% | 0.00% | – |
CLF | New | CLEVELAND CLIFFS INC | $1,000 | – | 120 | +100.0% | 0.00% | – |
CLDPQ | New | CLOUD PEAK ENERGY INC | $2,000 | – | 800 | +100.0% | 0.00% | – |
CEIX | New | CONSOL ENERGY INC NEW | $0 | – | 2 | +100.0% | 0.00% | – |
CREE | New | CREE INC | $1,000 | – | 35 | +100.0% | 0.00% | – |
CW | New | CURTISS WRIGHT CORP | $3,000 | – | 19 | +100.0% | 0.00% | – |
DVA | New | DAVITA INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
DVMT | New | DELL TECHNOLOGIES INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY CORP NEW | $0 | – | 10 | +100.0% | 0.00% | – |
DXCM | New | DEXCOM INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
DPLO | New | DIPLOMAT PHARMACY INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
TYO | New | DIREXION SHS ETF TR7 10yr tres bear | $1,000 | – | 100 | +100.0% | 0.00% | – |
DFS | New | DISCOVER FINL SVCS | $1,000 | – | 19 | +100.0% | 0.00% | – |
DLB | New | DOLBY LABORATORIES INC | $3,000 | – | 42 | +100.0% | 0.00% | – |
DWDP | New | DOWDUPONT INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
MJ | New | ETF MANAGERS TRetfmg altr hrvst | $1,000 | – | 47 | +100.0% | 0.00% | – |
EBAY | New | EBAY INC | $2,000 | – | 58 | +100.0% | 0.00% | – |
EEP | New | ENBRIDGE ENERGY PARTNERS L P | $0 | – | 22 | +100.0% | 0.00% | – |
FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $2,000 | – | 20 | +100.0% | 0.00% | – |
FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 22 | +100.0% | 0.00% | – |
GATX | New | GATX CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
GLIBA | New | GCI LIBERTY INC | $0 | – | 9 | +100.0% | 0.00% | – |
GGZ | New | GABELLI GLB SML & MD CP VAL | $0 | – | 35 | +100.0% | 0.00% | – |
GNTX | New | GENTEX CORP | $1,000 | – | 60 | +100.0% | 0.00% | – |
GNL | New | GLOBAL NET LEASE INC | $3,000 | – | 151 | +100.0% | 0.00% | – |
DIV | New | GLOBAL X FDSglobx supdv us | $1,000 | – | 42 | +100.0% | 0.00% | – |
GPRO | New | GOPRO INCcl a | $1,000 | – | 265 | +100.0% | 0.00% | – |
GPMT | New | GRANITE PT MTG TR INC | $0 | – | 21 | +100.0% | 0.00% | – |
HAL | New | HALLIBURTON CO | $2,000 | – | 53 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC | $1,000 | – | 62 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
HTH | New | HILLTOP HOLDINGS INC | $2,000 | – | 101 | +100.0% | 0.00% | – |
HIMX | New | HIMAX TECHNOLOGIES INCsponsored adr | $0 | – | 73 | +100.0% | 0.00% | – |
IMGN | New | IMMUNOGEN INC | $2,000 | – | 190 | +100.0% | 0.00% | – |
ING | New | ING GROEP N Vsponsored adr | $2,000 | – | 118 | +100.0% | 0.00% | – |
IVR | New | INVESCO MORTGAGE CAPITAL INC | $2,000 | – | 134 | +100.0% | 0.00% | – |
IONS | New | IONIS PHARMACEUTICALS INC | $2,000 | – | 37 | +100.0% | 0.00% | – |
EWY | New | ISHARES INCmsci sth kor etf | $0 | – | 6 | +100.0% | 0.00% | – |
ITB | New | ISHARES TRus home cons etf | $2,000 | – | 52 | +100.0% | 0.00% | – |
SLV | New | ISHARES SILVER TRUSTishares | $3,000 | – | 200 | +100.0% | 0.00% | – |
KLAC | New | KLA-TENCOR CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
KYN | New | KAYNE ANDERSON MLP INVT CO | $3,000 | – | 200 | +100.0% | 0.00% | – |
KEY | New | KEYCORP NEW | $3,000 | – | 135 | +100.0% | 0.00% | – |
KR | New | KROGER CO | $3,000 | – | 132 | +100.0% | 0.00% | – |
LBRDA | New | LIBERTY BROADBAND CORP | $0 | – | 2 | +100.0% | 0.00% | – |
LBRDK | New | LIBERTY BROADBAND CORP | $0 | – | 4 | +100.0% | 0.00% | – |
QRTEA | New | LIBERTY INTERACTIVE CORP | $2,000 | – | 96 | +100.0% | 0.00% | – |
LSXMA | New | LIBERTY MEDIA CORP DELAWARE | $1,000 | – | 14 | +100.0% | 0.00% | – |
LSXMK | New | LIBERTY MEDIA CORP DELAWARE | $1,000 | – | 28 | +100.0% | 0.00% | – |
BATRA | New | LIBERTY MEDIA CORP DELAWARE | $1,000 | – | 55 | +100.0% | 0.00% | – |
FWONK | New | LIBERTY MEDIA CORP DELAWARE | $0 | – | 5 | +100.0% | 0.00% | – |
FWONA | New | LIBERTY MEDIA CORP DELAWARE | $0 | – | 3 | +100.0% | 0.00% | – |
LOGM | New | LOGMEIN INC | $0 | – | 3 | +100.0% | 0.00% | – |
MIN | New | MFS INTER INCOME TRsh ben int | $2,000 | – | 586 | +100.0% | 0.00% | – |
MTG | New | MGIC INVT CORP WIS | $2,000 | – | 136 | +100.0% | 0.00% | – |
MRO | New | MARATHON OIL CORP | $0 | – | 9 | +100.0% | 0.00% | – |
MAT | New | MATTEL INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
MET | New | METLIFE INC | $2,000 | – | 34 | +100.0% | 0.00% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL | $2,000 | – | 3 | +100.0% | 0.00% | – |
MBOT | New | MICROBOT MED INC | $0 | – | 1 | +100.0% | 0.00% | – |
MUSA | New | MURPHY USA INC | $2,000 | – | 21 | +100.0% | 0.00% | – |
NVO | New | NOVO-NORDISK A Sadr | $2,000 | – | 49 | +100.0% | 0.00% | – |
NUVA | New | NUVASIVE INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
JRS | New | NUVEEN REAL ESTATE INCOME FD | $3,000 | – | 300 | +100.0% | 0.00% | – |
OASPQ | New | OASIS PETE INC NEW | $1,000 | – | 125 | +100.0% | 0.00% | – |
OMF | New | ONEMAIN HLDGS INC | $2,000 | – | 68 | +100.0% | 0.00% | – |
ONVO | New | ORGANOVO HLDGS INC | $0 | – | 33 | +100.0% | 0.00% | – |
IX | New | ORIX CORPsponsored adr | $3,000 | – | 30 | +100.0% | 0.00% | – |
PEB | New | PEBBLEBROOK HOTEL TR | $1,000 | – | 40 | +100.0% | 0.00% | – |
JCPNQ | New | PENNEY J C INC | $1,000 | – | 197 | +100.0% | 0.00% | – |
PCK | New | PIMCO CALIF MUN INCOME FD II | $2,000 | – | 250 | +100.0% | 0.00% | – |
PXD | New | PIONEER NAT RES CO | $1,000 | – | 5 | +100.0% | 0.00% | – |
PX | New | PRAXAIR INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
CSM | New | PROSHARES TR | $1,000 | – | 20 | +100.0% | 0.00% | – |
UVXY | New | PROSHARES TR IIultra vix short | $2,000 | – | 101 | +100.0% | 0.00% | – |
UCO | New | PROSHARES TR IIulta blmbg 2017 | $0 | – | 9 | +100.0% | 0.00% | – |
PHM | New | PULTE GROUP INC | $1,000 | – | 42 | +100.0% | 0.00% | – |
QCP | New | QUALITY CARE PPTYS INC | $1,000 | – | 42 | +100.0% | 0.00% | – |
REGN | New | REGENERON PHARMACEUTICALS | $2,000 | – | 5 | +100.0% | 0.00% | – |
RF | New | REGIONS FINL CORP NEW | $2,000 | – | 116 | +100.0% | 0.00% | – |
RNN | New | REXAHN PHARMACEUTICALS INC | $0 | – | 200 | +100.0% | 0.00% | – |
COL | New | ROCKWELL COLLINS INC | $3,000 | – | 22 | +100.0% | 0.00% | – |
ROKU | New | ROKU INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
RYAAY | New | RYANAIR HLDGS PLCsponsored adr ne | $2,000 | – | 14 | +100.0% | 0.00% | – |
SNY | New | SANOFIsponsored adr | $3,000 | – | 66 | +100.0% | 0.00% | – |
SAP | New | SAP SEspon adr | $3,000 | – | 27 | +100.0% | 0.00% | – |
SCHW | New | SCHWAB CHARLES CORP NEW | $3,000 | – | 57 | +100.0% | 0.00% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | 6 | +100.0% | 0.00% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $3,000 | – | 50 | +100.0% | 0.00% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $1,000 | – | 27 | +100.0% | 0.00% | – |
SEND | New | SENDGRID INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
SCI | New | SERVICE CORP INTL | $2,000 | – | 41 | +100.0% | 0.00% | – |
SIRI | New | SIRIUS XM HLDGS INC | $1,000 | – | 101 | +100.0% | 0.00% | – |
SQM | New | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $1,000 | – | 13 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC | $3,000 | – | 28 | +100.0% | 0.00% | – |
S | New | SPRINT CORP | $2,000 | – | 464 | +100.0% | 0.00% | – |
SFM | New | SPROUTS FMRS MKT INC | $1,000 | – | 63 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
STKL | New | SUNOPTA INC | $1,000 | – | 80 | +100.0% | 0.00% | – |
SGYPQ | New | SYNERGY PHARMACEUTICALS DEL | $0 | – | 200 | +100.0% | 0.00% | – |
TEF | New | TELEFONICA S Asponsored adr | $1,000 | – | 68 | +100.0% | 0.00% | – |
TXN | New | TEXAS INSTRS INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
TDG | New | TRANSDIGM GROUP INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $2,000 | – | 65 | +100.0% | 0.00% | – |
TWO | New | TWO HBRS INVT CORP | $2,000 | – | 114 | +100.0% | 0.00% | – |
USB | New | US BANCORP DEL | $1,000 | – | 27 | +100.0% | 0.00% | – |
UAA | New | UNDER ARMOUR INCcl a | $3,000 | – | 200 | +100.0% | 0.00% | – |
UL | New | UNILEVER PLCspon adr new | $2,000 | – | 44 | +100.0% | 0.00% | – |
X | New | UNITED STATES STL CORP NEW | $2,000 | – | 46 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC | $0 | – | 7 | +100.0% | 0.00% | – |
VALE | New | VALE S Aadr | $1,000 | – | 90 | +100.0% | 0.00% | – |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $0 | – | 20 | +100.0% | 0.00% | – |
MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $1,000 | – | 34 | +100.0% | 0.00% | – |
VDE | New | VANGUARD WORLD FDSenergy etf | $0 | – | 4 | +100.0% | 0.00% | – |
VVUS | New | VIVUS INC | $0 | – | 100 | +100.0% | 0.00% | – |
VMW | New | VMWARE INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
WY | New | WEYERHAEUSER CO | $1,000 | – | 39 | +100.0% | 0.00% | – |
WIN | New | WINDSTREAM HLDGS INC | $0 | – | 6 | +100.0% | 0.00% | – |
WETF | New | WISDOMTREE INVTS INC | $2,000 | – | 255 | +100.0% | 0.00% | – |
DHS | New | WISDOMTREE TRus high dividend | $2,000 | – | 23 | +100.0% | 0.00% | – |
YUMC | New | YUM CHINA HLDGS INC | $3,000 | – | 81 | +100.0% | 0.00% | – |
ZNOG | New | ZION OIL & GAS INC | $1,000 | – | 250 | +100.0% | 0.00% | – |
AGN | New | ALLERGAN PLC | $3,000 | – | 17 | +100.0% | 0.00% | – |
ESNT | New | ESSENT GROUP LTD | $3,000 | – | 82 | +100.0% | 0.00% | – |
FRO | New | FRONTLINE LTD | $0 | – | 5 | +100.0% | 0.00% | – |
ICLR | New | ICON PLC | $3,000 | – | 27 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CTLS INTL PLC | $2,000 | – | 48 | +100.0% | 0.00% | – |
SDRL | New | SEADRILL LIMITED | $0 | – | 1,903 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC | $2,000 | – | 27 | +100.0% | 0.00% | – |
RIG | New | TRANSOCEAN LTD | $1,000 | – | 75 | +100.0% | 0.00% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTord | $2,000 | – | 16 | +100.0% | 0.00% | – |
FCAU | New | FIAT CHRYSLER AUTOMOBILES N | $1,000 | – | 31 | +100.0% | 0.00% | – |
YNDX | New | YANDEX N V | $3,000 | – | 85 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 24 | Q3 2023 | 9.4% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 8.6% |
ISHARES TR | 24 | Q3 2023 | 7.2% |
VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 9.1% |
ISHARES TR | 24 | Q3 2023 | 5.8% |
ISHARES TR | 24 | Q3 2023 | 3.4% |
ISHARES TR | 24 | Q3 2023 | 3.7% |
ISHARES TR | 24 | Q3 2023 | 2.3% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 3.2% |
ISHARES TR | 24 | Q3 2023 | 2.4% |
View Trilogy Capital Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-17 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-17 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-08 |
13F-HR | 2022-01-18 |
View Trilogy Capital Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.