$264 Million is the total value of Legacy Financial Advisors, Inc.'s 951 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 53.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Buy | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FDetf | $95,915,000 | +7.1% | 1,756,677 | +2.3% | 36.40% | +2.2% |
| EFAV | Buy | ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FDetf | $30,872,000 | -0.4% | 428,903 | +3.0% | 11.72% | -4.9% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $15,796,000 | +8.6% | 245,086 | +2.4% | 5.99% | +3.6% |
| EEMV | Buy | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $14,016,000 | -2.7% | 239,100 | +4.6% | 5.32% | -7.1% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $7,503,000 | +21.8% | 94,605 | +20.4% | 2.85% | +16.3% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $4,911,000 | +17.3% | 139,673 | +13.6% | 1.86% | +12.0% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $4,164,000 | +7.3% | 65,055 | +11.9% | 1.58% | +2.4% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,253,000 | -5.4% | 30,586 | +0.1% | 1.23% | -9.7% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $2,471,000 | +22.5% | 12,401 | +15.6% | 0.94% | +17.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $2,286,000 | -8.6% | 16,524 | +0.1% | 0.87% | -12.7% |
| AAPL | Buy | APPLE INCstock | $2,020,000 | +12.4% | 10,556 | +1.7% | 0.77% | +7.4% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $1,797,000 | +33.1% | 20,930 | +20.9% | 0.68% | +27.0% |
| ENB | Buy | ENBRIDGE INC COMstock | $1,629,000 | +11.8% | 45,779 | +0.8% | 0.62% | +6.7% |
| FITB | Buy | FIFTH THIRD BANCORPstock | $1,549,000 | +1.9% | 53,249 | +11.3% | 0.59% | -2.6% |
| BUD | Buy | ANHEUSER BUSCHadr | $1,409,000 | +94.3% | 13,556 | +102.3% | 0.54% | +85.8% |
| D | Buy | DOMINION RESOURCES INCstock | $1,305,000 | +103.0% | 18,639 | +89.6% | 0.50% | +93.4% |
| SNY | Buy | SANOFI SAadr | $1,132,000 | +3.0% | 26,991 | +1.2% | 0.43% | -1.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $921,000 | -1.1% | 4,824 | +2.4% | 0.35% | -5.4% |
| MSFT | Buy | MICROSOFTstock | $898,000 | +21.0% | 8,521 | +6.6% | 0.34% | +15.6% |
| CSX | Buy | CSX CORPstock | $830,000 | +17.4% | 12,830 | +0.2% | 0.32% | +12.1% |
| DIS | Buy | DISNEY WALT CO COM DISNEYstock | $752,000 | +235.7% | 6,832 | +208.6% | 0.28% | +220.2% |
| INTC | Buy | INTEL CORP COMstock | $706,000 | +5.1% | 13,527 | +3.1% | 0.27% | +0.4% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $691,000 | -1.8% | 5,486 | +1.5% | 0.26% | -6.4% |
| L | Buy | LOEWS CORP COMstock | $626,000 | -1.4% | 12,642 | +0.3% | 0.24% | -5.6% |
| SNA | Buy | SNAP ON INC COMstock | $617,000 | +12.6% | 3,736 | +0.1% | 0.23% | +7.3% |
| HD | Buy | HOME DEPOTstock | $609,000 | +18.9% | 3,062 | +3.7% | 0.23% | +13.2% |
| WRB | Buy | W R BERKLEY CORPORATION COMstock | $598,000 | +2.6% | 8,150 | +1.5% | 0.23% | -2.2% |
| BP | Buy | BP PLC SPONSORED ADRadr | $586,000 | +11.0% | 12,927 | +4.7% | 0.22% | +5.7% |
| CTAS | Buy | CINTAS CORPstock | $575,000 | +15.2% | 2,936 | +0.2% | 0.22% | +10.1% |
| SPY | Buy | SPDR S&P 500 ETFetf | $549,000 | +8.1% | 1,962 | +2.3% | 0.21% | +3.0% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $524,000 | +7.4% | 6,504 | +3.2% | 0.20% | +2.6% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $509,000 | +32.2% | 34,746 | +33.9% | 0.19% | +26.1% |
| AMZN | Buy | AMAZON.COM INCstock | $488,000 | +99.2% | 269 | +57.3% | 0.18% | +90.7% |
| LBTYK | Buy | LIBERTY GLOBAL PLC SHS CL Cstock | $478,000 | -8.6% | 16,860 | +0.5% | 0.18% | -13.0% |
| KO | Buy | COCA COLA CO COMstock | $478,000 | +7.7% | 10,675 | +5.7% | 0.18% | +2.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $471,000 | +20.8% | 3,432 | +1.7% | 0.18% | +15.5% |
| NKE | Buy | NIKE INC CLASS Bstock | $473,000 | +31.0% | 6,108 | +13.1% | 0.18% | +24.3% |
| UNH | Buy | UNITEDHEALTH GROUPstock | $467,000 | +19.7% | 1,805 | +4.8% | 0.18% | +14.2% |
| V | Buy | VISA INCstock | $462,000 | +23.2% | 3,314 | +6.5% | 0.18% | +17.4% |
| T | Buy | AT&T INC COMstock | $443,000 | +9.1% | 14,001 | +23.3% | 0.17% | +4.3% |
| ABBV | Buy | ABBVIE INC COMstock | $390,000 | +3.7% | 4,039 | +0.5% | 0.15% | -0.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COMstock | $358,000 | +175.4% | 6,301 | +195.1% | 0.14% | +161.5% |
| AXTA | Buy | AXALTA COATING SYS LTD COMstock | $334,000 | -4.8% | 11,105 | +1.5% | 0.13% | -9.3% |
| GOOGL | Buy | GOOGLE INCstock | $330,000 | +25.0% | 274 | +7.5% | 0.12% | +19.0% |
| BA | Buy | BOEING CO COMstock | $316,000 | +5.0% | 902 | +0.1% | 0.12% | 0.0% |
| MCD | Buy | MCDONALDS CORP COMstock | $313,000 | +1.0% | 1,976 | +3.6% | 0.12% | -3.3% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $311,000 | +18.7% | 2,508 | +13.5% | 0.12% | +13.5% |
| ALL | Buy | ALLSTATE CORPstock | $311,000 | -3.4% | 3,354 | +1.1% | 0.12% | -7.8% |
| PEP | Buy | PEPSICO INC COMstock | $298,000 | +12.5% | 2,640 | +8.7% | 0.11% | +7.6% |
| UNP | Buy | UNION PAC CORP COMstock | $282,000 | +9.3% | 2,014 | +1.5% | 0.11% | +3.9% |
| IGLB | New | ISHARES 10 YEAR CREDIT BOND ETFetf | $279,000 | – | 4,712 | +100.0% | 0.11% | – |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $271,000 | +27.8% | 228 | +10.7% | 0.10% | +22.6% |
| BAC | Buy | BANK AMER CORP COMstock | $257,000 | +8.4% | 8,991 | +15.2% | 0.10% | +4.3% |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $255,000 | +13.3% | 2,109 | +0.6% | 0.10% | +9.0% |
| ABT | Buy | ABBOTT LABS COMstock | $242,000 | +9.0% | 3,845 | +2.2% | 0.09% | +4.5% |
| PFE | Buy | PFIZER INC COMstock | $242,000 | +10.0% | 6,453 | +5.0% | 0.09% | +5.7% |
| WMT | Buy | WALMART INC COMstock | $238,000 | +6.2% | 2,718 | +4.9% | 0.09% | +1.1% |
| MRK | Buy | MERCK & CO INCstock | $221,000 | +25.6% | 3,517 | +12.9% | 0.08% | +20.0% |
| HUN | Buy | HUNTSMAN CORPstock | $213,000 | +1.9% | 7,203 | +0.4% | 0.08% | -2.4% |
| MA | Buy | MASTERCARD INCstock | $212,000 | +133.0% | 1,030 | +95.8% | 0.08% | +122.2% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETFetf | $208,000 | +27.6% | 3,307 | +33.2% | 0.08% | +21.5% |
| MS | Buy | MORGAN STANLEYstock | $209,000 | +42.2% | 4,339 | +58.9% | 0.08% | +36.2% |
| DOV | Buy | DOVER CORP COMstock | $199,000 | -19.4% | 2,653 | +1.5% | 0.08% | -22.4% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COMstock | $197,000 | +8.8% | 1,522 | +3.3% | 0.08% | +4.2% |
| CSCO | Buy | CISCO SYS INCstock | $191,000 | +4.4% | 4,575 | +5.8% | 0.07% | -1.4% |
| ESGU | Buy | ISHARES MSCI USA ESG OPTIMIZED ETFetf | $188,000 | +6.2% | 3,067 | +0.3% | 0.07% | +1.4% |
| AMP | Buy | AMERIPRISE FINL INC COMstock | $187,000 | +484.4% | 1,319 | +486.2% | 0.07% | +446.2% |
| MMM | Buy | 3M CO COMstock | $184,000 | -7.1% | 916 | +0.2% | 0.07% | -11.4% |
| CHKP | Buy | CHECK POINT SOFTWARE TECHNOLOGIES LTDstock | $180,000 | +1900.0% | 1,645 | +1650.0% | 0.07% | +1600.0% |
| MET | Buy | METLIFE INC COMstock | $177,000 | +121.2% | 3,995 | +129.6% | 0.07% | +109.4% |
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $160,000 | – | 1,463 | +100.0% | 0.06% | – |
| HYD | New | VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETFetf | $161,000 | – | 5,111 | +100.0% | 0.06% | – |
| DWDP | Buy | DOWDUPONT INC COMstock | $160,000 | +5.3% | 2,408 | +3.9% | 0.06% | +1.7% |
| EWC | Buy | ISHARES MSCI CANADA INDEXetf | $157,000 | – | 5,404 | +33675.0% | 0.06% | – |
| SUSC | Buy | ISHARES TR ESG USD CORPTetf | $156,000 | -0.6% | 6,409 | +0.5% | 0.06% | -4.8% |
| WDC | Buy | WESTERN DIGITAL CORP COMstock | $155,000 | – | 1,943 | +32283.3% | 0.06% | – |
| PWR | New | QUANTA SERVICES INCstock | $147,000 | – | 4,360 | +100.0% | 0.06% | – |
| AMGN | Buy | AMGEN INCstock | $142,000 | +20.3% | 725 | +6.1% | 0.05% | +14.9% |
| ACN | Buy | ACCENTURE LTD BERMUDA CL Astock | $143,000 | +17.2% | 851 | +5.5% | 0.05% | +10.2% |
| RDSA | Buy | ROYAL DUTCH SHELL PLC-ADRadr | $140,000 | +3.7% | 2,003 | +0.9% | 0.05% | -1.9% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $138,000 | +9.5% | 3,971 | +6.3% | 0.05% | +4.0% |
| LOW | Buy | LOWES COS INC COMstock | $138,000 | +23.2% | 1,384 | +7.2% | 0.05% | +15.6% |
| LYB | Buy | LYONDELLBASELLstock | $135,000 | +1828.6% | 1,257 | +1670.4% | 0.05% | +1600.0% |
| HSBC | Buy | HSBC HOLDINGS PLC SPONS ADRadr | $129,000 | +20.6% | 2,710 | +22.0% | 0.05% | +14.0% |
| CDK | New | CDK GLOBAL INC COMstock | $128,000 | – | 1,899 | +100.0% | 0.05% | – |
| SONY | Buy | SONY CORP SPONSORED ADRadr | $124,000 | +10.7% | 2,319 | +2.4% | 0.05% | +4.4% |
| TSE | New | TRINSEO S A SHSstock | $125,000 | – | 1,740 | +100.0% | 0.05% | – |
| KR | Buy | KROGER CO COMstock | $122,000 | +19.6% | 4,359 | +0.0% | 0.05% | +12.2% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $122,000 | +27.1% | 721 | +20.4% | 0.05% | +21.1% |
| TTE | New | TOTAL SA ADRadr | $117,000 | – | 1,880 | +100.0% | 0.04% | – |
| COP | Buy | CONOCOPHILLIPS COMstock | $114,000 | +21.3% | 1,586 | +4.1% | 0.04% | +16.2% |
| MPC | Buy | MARATHON PETE CORPstock | $113,000 | +85.2% | 1,579 | +89.1% | 0.04% | +79.2% |
| NVDA | Buy | NVIDIA CORPstock | $110,000 | +134.0% | 443 | +111.0% | 0.04% | +121.1% |
| YUM | Buy | YUM! BRANDS INCstock | $106,000 | +7.1% | 1,333 | +15.2% | 0.04% | +2.6% |
| PGR | Buy | PROGRESSIVE CORP OHIO COMstock | $104,000 | +67.7% | 1,778 | +72.6% | 0.04% | +56.0% |
| HON | Buy | HONEYWELL INTL INCstock | $96,000 | +12.9% | 649 | +10.6% | 0.04% | +5.9% |
| ANTM | Buy | ANTHEM INC COMstock | $92,000 | +16.5% | 366 | +4.3% | 0.04% | +12.9% |
| CERN | Buy | CERNER CORPstock | $91,000 | +62.5% | 1,478 | +49.6% | 0.04% | +59.1% |
| DVA | Buy | DAVITA INC COMstock | $89,000 | +15.6% | 1,239 | +1.4% | 0.03% | +9.7% |
| LPX | Buy | LOUISIANA PACIFICstock | $86,000 | +30.3% | 3,113 | +42.4% | 0.03% | +26.9% |
| EXC | Buy | EXELON CORP COMstock | $86,000 | +16.2% | 2,017 | +5.1% | 0.03% | +13.8% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $86,000 | +50.9% | 2,009 | +44.7% | 0.03% | +43.5% |
| FDX | Buy | FEDEX CORPstock | $84,000 | +2.4% | 360 | +3.4% | 0.03% | -3.0% |
| CB | Buy | CHUBB LIMITED COMstock | $85,000 | +2.4% | 641 | +3.9% | 0.03% | -3.0% |
| C | Buy | CITIGROUP INCstock | $84,000 | -2.3% | 1,250 | +2.4% | 0.03% | -5.9% |
| MHK | Buy | MOHAWK INDS INCstock | $76,000 | -5.0% | 340 | +0.9% | 0.03% | -9.4% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $75,000 | +15.4% | 746 | +6.6% | 0.03% | +7.7% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $75,000 | -1.3% | 1,141 | +1.2% | 0.03% | -6.7% |
| TGT | New | TARGET CORP COMstock | $68,000 | – | 870 | +100.0% | 0.03% | – |
| AVGO | New | AVAGO TECHNOLOGIES LTDstock | $68,000 | – | 336 | +100.0% | 0.03% | – |
| TXN | Buy | TEXAS INSTRS INC COMstock | $67,000 | +24.1% | 582 | +10.0% | 0.02% | +19.0% |
| EEMS | Buy | ISHARES MSCI EMERGING MARKETS SMALL-CAP ETFetf | $67,000 | +45.7% | 1,402 | +61.9% | 0.02% | +38.9% |
| HLF | New | HERBALIFE LTDstock | $67,000 | – | 1,235 | +100.0% | 0.02% | – |
| TM | Buy | TOYOTA MOTOR CORP SP ADR REP2COMadr | $65,000 | +51.2% | 499 | +45.9% | 0.02% | +47.1% |
| NVS | Buy | NOVARTIS AG ADRadr | $64,000 | -3.0% | 818 | +0.1% | 0.02% | -7.7% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $62,000 | +5.1% | 535 | +0.4% | 0.02% | +4.3% |
| MU | Buy | MICRON TECHNOLOGYstock | $64,000 | +16.4% | 1,143 | +3.3% | 0.02% | +9.1% |
| WY | Buy | WEYERHAEUSER COreit | $64,000 | +3.2% | 1,765 | +0.7% | 0.02% | -4.0% |
| IBKR | New | INTERACTIVE BROKERS GROUP INC COMstock | $57,000 | – | 922 | +100.0% | 0.02% | – |
| DXC | Buy | DXC TECHNOLOGY CO COMstock | $57,000 | -9.5% | 667 | +8.1% | 0.02% | -12.0% |
| ANET | Buy | ARISTA NETWORKS INC COMstock | $58,000 | +9.4% | 218 | +8.5% | 0.02% | +4.8% |
| RTN | Buy | RAYTHEON CO COM NEWstock | $57,000 | +11.8% | 283 | +19.9% | 0.02% | +10.0% |
| HAL | Buy | HALLIBURTON CO COMstock | $55,000 | -1.8% | 1,205 | +3.5% | 0.02% | -4.5% |
| UN | Buy | UNILEVER N V N Y SHS NEWadr | $56,000 | +51.4% | 998 | +52.8% | 0.02% | +40.0% |
| ATVI | Buy | ACTIVISION INCstock | $55,000 | +31.0% | 680 | +5.3% | 0.02% | +23.5% |
| AMT | Buy | AMERICAN TOWER CORPreit | $54,000 | +8.0% | 379 | +3.3% | 0.02% | 0.0% |
| LRCX | Buy | LAM RESEARCH CORPstock | $54,000 | -8.5% | 316 | +6.0% | 0.02% | -13.0% |
| RY | Buy | ROYAL BANK OF CANADAstock | $52,000 | +10.6% | 670 | +9.3% | 0.02% | +5.3% |
| AZN | Buy | ASTRAZENECA PLC- SPONS ADRadr | $54,000 | +28.6% | 1,465 | +27.8% | 0.02% | +17.6% |
| SUSB | Buy | ISHARES TR ESG 1 5 YR USDetf | $53,000 | +1.9% | 2,142 | +0.4% | 0.02% | -4.8% |
| EMR | Buy | EMERSON ELEC CO COMstock | $52,000 | +8.3% | 738 | +3.7% | 0.02% | +5.3% |
| DEO | Buy | DIAGEO PLCadr | $51,000 | +34.2% | 344 | +27.4% | 0.02% | +26.7% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $50,000 | +85.2% | 778 | +76.4% | 0.02% | +72.7% |
| NSC | Buy | NORFOLK SOUTHERN CRPstock | $50,000 | +28.2% | 316 | +3.6% | 0.02% | +18.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $50,000 | +13.6% | 237 | +13.4% | 0.02% | +11.8% |
| BTI | Buy | BRITISH AMERICAN TOBACCOadr | $51,000 | +82.1% | 975 | +105.3% | 0.02% | +72.7% |
| BCE | Buy | BCE INC COM NEWstock | $48,000 | +23.1% | 1,133 | +23.8% | 0.02% | +12.5% |
| COST | Buy | COSTCO WHOLESALE CORPstock | $41,000 | +28.1% | 189 | +6.8% | 0.02% | +23.1% |
| DPS | New | DR PEPPER SNAPPLE GROUP INCstock | $41,000 | – | 335 | +100.0% | 0.02% | – |
| AET | Buy | AETNA INC COMstock | $42,000 | +16.7% | 220 | +4.3% | 0.02% | +14.3% |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INC SPONSOREDadr | $41,000 | +20.6% | 7,178 | +38.4% | 0.02% | +14.3% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $40,000 | +17.6% | 459 | +3.1% | 0.02% | +7.1% |
| SPG | Buy | SIMON PROPERTY GROUP INCreit | $40,000 | +29.0% | 231 | +13.8% | 0.02% | +25.0% |
| PSX | Buy | PHILLIPS 66stock | $38,000 | +153.3% | 335 | +117.5% | 0.01% | +133.3% |
| SAP | Buy | SAP AKTIENGESELLSCHAFT ADRadr | $36,000 | +89.5% | 300 | +68.5% | 0.01% | +75.0% |
| GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $38,000 | +58.3% | 914 | +52.1% | 0.01% | +40.0% |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $34,000 | +25.9% | 926 | +35.4% | 0.01% | +18.2% |
| QCOM | Buy | QUALCOMM INC COMstock | $33,000 | +13.8% | 560 | +4.5% | 0.01% | +8.3% |
| GPC | Buy | GENUINE PARTS CO COMstock | $34,000 | +13.3% | 367 | +7.6% | 0.01% | +8.3% |
| JNPR | Buy | JUNIPER NETWORKS INCstock | $35,000 | +25.0% | 1,248 | +8.2% | 0.01% | +18.2% |
| EOG | Buy | EOG RESOURCES INCstock | $33,000 | +22.2% | 265 | +2.3% | 0.01% | +18.2% |
| TZA | New | DIREXION DAILY SMALL CAP BEAR 3X SHARESetf | $35,000 | – | 4,100 | +100.0% | 0.01% | – |
| CRON | New | CRONOS GROUP INC COMstock | $34,000 | – | 4,800 | +100.0% | 0.01% | – |
| RDSB | Buy | ROYAL DUTCH SHELL PLC SPON ADR Badr | $33,000 | +26.9% | 445 | +16.5% | 0.01% | +30.0% |
| AEE | Buy | AMEREN CORPstock | $33,000 | +65.0% | 540 | +49.6% | 0.01% | +62.5% |
| NOV | Buy | NATIONAL OILWELL VARCO INCstock | $31,000 | +93.8% | 705 | +62.1% | 0.01% | +100.0% |
| MJ | New | ETFMG ALTERNATIVE HARVEST ETFetf | $32,000 | – | 1,099 | +100.0% | 0.01% | – |
| CBS | Buy | CBS CORP CL Bstock | $32,000 | +23.1% | 550 | +9.3% | 0.01% | +20.0% |
| ALB | Buy | ALBEMARLE CORPstock | $31,000 | +6.9% | 328 | +2.2% | 0.01% | 0.0% |
| CM | Buy | CANADIAN IMPERIAL BANK OF COMMERCEstock | $28,000 | +600.0% | 314 | +568.1% | 0.01% | +450.0% |
| CAT | Buy | CATERPILLAR INC DEL COMstock | $28,000 | +16.7% | 196 | +18.8% | 0.01% | +10.0% |
| HDS | Buy | HD SUPPLY HLDGS INC COMstock | $29,000 | +26.1% | 668 | +11.3% | 0.01% | +22.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $28,000 | +12.0% | 88 | +20.5% | 0.01% | +10.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $28,000 | +21.7% | 428 | +16.3% | 0.01% | +22.2% |
| ENDP | New | ENDO PHARMACEUTICALS HLDGS INCstock | $30,000 | – | 2,700 | +100.0% | 0.01% | – |
| APTV | Buy | DELPHI AUTOMOTIVE PLC COMstock | $29,000 | +16.0% | 314 | +6.8% | 0.01% | +10.0% |
| ADSK | Buy | AUTODESK INCstock | $26,000 | +13.0% | 187 | +6.2% | 0.01% | +11.1% |
| CHL | Buy | CHINA MOBILE HONG KONG LTDadr | $26,000 | +1200.0% | 594 | +960.7% | 0.01% | +900.0% |
| RENX | Buy | REED ELSEVIER N V SPON ADRadr | $27,000 | +8.0% | 1,197 | +3.1% | 0.01% | 0.0% |
| WH | New | WYNDHAM HOTELS & RESORTS INC COMstock | $26,000 | – | 445 | +100.0% | 0.01% | – |
| AFL | Buy | AFLAC INC COMstock | $26,000 | 0.0% | 620 | +3.3% | 0.01% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $27,000 | +8.0% | 186 | +15.5% | 0.01% | 0.0% |
| PKW | New | INVESCO BUYBACK ACHIEVERS ETFetf | $26,000 | – | 450 | +100.0% | 0.01% | – |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $26,000 | +100.0% | 207 | +80.0% | 0.01% | +100.0% |
| SYMC | Buy | SYMANTEC CORPstock | $24,000 | +140.0% | 1,090 | +179.5% | 0.01% | +125.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $25,000 | +92.3% | 339 | +83.2% | 0.01% | +80.0% |
| TRV | New | TRAVELERS COMPANIES INC COMstock | $25,000 | – | 194 | +100.0% | 0.01% | – |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $24,000 | -4.0% | 692 | +101.2% | 0.01% | -10.0% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $24,000 | +20.0% | 308 | +17.6% | 0.01% | +12.5% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES INCstock | $21,000 | +40.0% | 229 | +40.5% | 0.01% | +33.3% |
| AVB | Buy | AVALONBAY CMNTYS INCreit | $20,000 | +17.6% | 113 | +9.7% | 0.01% | +14.3% |
| PUK | Buy | PRUDENTIAL CORP PLC ADRF SPONSORED ADRadr | $22,000 | +340.0% | 475 | +352.4% | 0.01% | +300.0% |
| OCC | New | OPTICAL CABLE CORP COM NEWstock | $21,000 | – | 5,333 | +100.0% | 0.01% | – |
| BHP | Buy | BHP BILLITON LTD SPONSORED ADRadr | $22,000 | +29.4% | 440 | +15.5% | 0.01% | +14.3% |
| IX | Buy | ORIX CORPORATION SPONS ADR SPONSORED ADR Cadr | $20,000 | +100.0% | 248 | +106.7% | 0.01% | +100.0% |
| HFC | Buy | HOLLYFRONTIER CORP COMstock | $22,000 | +175.0% | 324 | +98.8% | 0.01% | +166.7% |
| LSXMK | New | LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXMstock | $21,000 | – | 438 | +100.0% | 0.01% | – |
| EQR | Buy | EQUITY RESIDENTIALreit | $22,000 | +57.1% | 348 | +46.8% | 0.01% | +33.3% |
| ETN | Buy | EATON CORP PLC SHSstock | $22,000 | +10.0% | 288 | +7.9% | 0.01% | 0.0% |
| GTN | Buy | GRAY TELEVISION INCstock | $19,000 | +58.3% | 1,245 | +16.9% | 0.01% | +40.0% |
| GPN | Buy | GLOBAL PAYMENTS INCstock | $19,000 | +11.8% | 165 | +4.4% | 0.01% | 0.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INCstock | $18,000 | +20.0% | 345 | +13.9% | 0.01% | +16.7% |
| APA | Buy | APACHE CORP COMstock | $18,000 | +260.0% | 378 | +162.5% | 0.01% | +250.0% |
| EQIX | Buy | EQUINIX INC COM PAR $0.001reit | $19,000 | +26.7% | 43 | +16.2% | 0.01% | +16.7% |
| JD | New | JD COM INC SPON ADR CL Aadr | $19,000 | – | 500 | +100.0% | 0.01% | – |
| SPGI | Buy | S&P GLOBAL INC COMstock | $17,000 | +112.5% | 79 | +79.5% | 0.01% | +100.0% |
| SAN | Buy | BANCO SANTANDER CENT HISPadr | $15,000 | +66.7% | 2,808 | +90.2% | 0.01% | +50.0% |
| FDN | New | FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FDetf | $15,000 | – | 100 | +100.0% | 0.01% | – |
| FULT | New | FULTON FINANCIAL CORP-PAstock | $15,000 | – | 921 | +100.0% | 0.01% | – |
| LOAN | New | MANHATTAN BRIDGE CAPITAL INCreit | $15,000 | – | 14,785 | +100.0% | 0.01% | – |
| TUSK | Buy | MAMMOTH ENERGY SVCS INC COMstock | $15,000 | +36.4% | 406 | +23.4% | 0.01% | +50.0% |
| EA | Buy | ELECTRONICS ARTSstock | $16,000 | +128.6% | 108 | +63.6% | 0.01% | +100.0% |
| IR | Buy | INGERSOLL-RAND PLC SHSstock | $16,000 | +33.3% | 175 | +14.4% | 0.01% | +20.0% |
| SMFG | Buy | SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098adr | $16,000 | +45.5% | 2,137 | +61.4% | 0.01% | +50.0% |
| AGN | Buy | ALLERGAN PLC SHSstock | $16,000 | +1500.0% | 93 | +745.5% | 0.01% | – |
| BCS | New | BARCLAYS PLC ADRadr | $16,000 | – | 1,609 | +100.0% | 0.01% | – |
| ABC | New | AMERISOURCEBERGEN CORP COMstock | $15,000 | – | 173 | +100.0% | 0.01% | – |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $17,000 | +6.2% | 110 | +5.8% | 0.01% | 0.0% |
| ZBH | Buy | ZIMMER HLDGS INCstock | $15,000 | +50.0% | 127 | +28.3% | 0.01% | +50.0% |
| VAR | Buy | VARIAN MED SYS INC COMstock | $15,000 | +25.0% | 132 | +25.7% | 0.01% | +20.0% |
| FBK | Buy | FB FINL CORP COMstock | $13,000 | +30.0% | 307 | +16.3% | 0.01% | +25.0% |
| PX | Buy | PRAXAIR INCstock | $13,000 | +62.5% | 80 | +33.3% | 0.01% | +66.7% |
| QSR | Buy | RESTAURANT BRANDS INTL INC COMstock | $13,000 | +85.7% | 201 | +42.6% | 0.01% | +66.7% |
| CRM | Buy | SALESFORCE COMstock | $12,000 | +140.0% | 82 | +70.8% | 0.01% | +150.0% |
| SGMS | Buy | SCIENTIFIC GAMES CP CL A CLASS Astock | $13,000 | +30.0% | 256 | +8.0% | 0.01% | +25.0% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $12,000 | +140.0% | 28 | +100.0% | 0.01% | +150.0% |
| HRL | New | HORMEL FOODS CORP COMstock | $14,000 | – | 363 | +100.0% | 0.01% | – |
| ILMN | Buy | ILLUMINA INCstock | $13,000 | +62.5% | 43 | +16.2% | 0.01% | +66.7% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS INC COM CL Astock | $13,000 | +62.5% | 599 | +12.4% | 0.01% | +66.7% |
| LUMN | Buy | CENTURYLINK INC COMstock | $14,000 | +40.0% | 720 | +24.8% | 0.01% | +25.0% |
| XLNX | Buy | XILINX INCstock | $14,000 | +27.3% | 206 | +25.6% | 0.01% | +25.0% |
| CPB | Buy | CAMPBELL SOUP CO COMstock | $12,000 | – | 299 | +1658.8% | 0.01% | – |
| ESS | Buy | ESSEX PPTY TR REITreit | $13,000 | +18.2% | 55 | +12.2% | 0.01% | +25.0% |
| LH | Buy | LABORATORY CORP OF AMERICAstock | $13,000 | +62.5% | 72 | +44.0% | 0.01% | +66.7% |
| CME | Buy | CHICAGO MERCANTILE HLDGS INCstock | $12,000 | +20.0% | 72 | +9.1% | 0.01% | +25.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INCstock | $12,000 | +33.3% | 51 | +13.3% | 0.01% | +25.0% |
| ECL | Buy | ECOLAB INC COMstock | $12,000 | +50.0% | 82 | +34.4% | 0.01% | +66.7% |
| GM | Buy | GENERAL MOTORS CORPstock | $14,000 | +16.7% | 363 | +9.7% | 0.01% | 0.0% |
| NXST | Buy | NEXSTAR MEDIA GROUP INC CL Astock | $14,000 | +55.6% | 175 | +13.6% | 0.01% | +25.0% |
| NOK | Buy | NOKIA CORP ADRadr | $14,000 | +75.0% | 2,371 | +55.1% | 0.01% | +66.7% |
| DAL | Buy | DELTA AIR LINES INC DEL CMNstock | $14,000 | +16.7% | 277 | +13.5% | 0.01% | 0.0% |
| VFC | Buy | V F CORP COMstock | $13,000 | +1200.0% | 158 | +558.3% | 0.01% | – |
| DE | Buy | DEERE & CO COMstock | $13,000 | +8.3% | 93 | +6.9% | 0.01% | 0.0% |
| ALXN | Buy | ALEXION PHARMA INCstock | $12,000 | +50.0% | 87 | +14.5% | 0.01% | +66.7% |
| EW | New | EDWARDS LIFESCIENCES CORP COMstock | $11,000 | – | 72 | +100.0% | 0.00% | – |
| REN | Buy | RESOLUTE ENERGY CORPORATIstock | $10,000 | +25.0% | 289 | +13.8% | 0.00% | +33.3% |
| KTWO | Buy | K2M GROUP HLDGS INC COMstock | $10,000 | +100.0% | 447 | +43.3% | 0.00% | +100.0% |
| FCX | Buy | FREEPORT MCMORAN COPPERstock | $11,000 | 0.0% | 679 | +6.1% | 0.00% | 0.0% |
| BBL | New | BHP BILLITON PLC SPON ADRadr | $11,000 | – | 259 | +100.0% | 0.00% | – |
| STL | Buy | STERLING BANCORP DEL COMstock | $11,000 | +22.2% | 501 | +12.3% | 0.00% | 0.0% |
| AME | Buy | AMETEK INC NEW COMstock | $11,000 | +22.2% | 146 | +20.7% | 0.00% | 0.0% |
| EOCCY | Buy | ENEL GENERACION CHILE S A SPONSORED ADRadr | $10,000 | -9.1% | 473 | +4.4% | 0.00% | 0.0% |
| ASTE | Buy | ASTEC INDS INC COMstock | $11,000 | +37.5% | 187 | +19.1% | 0.00% | +33.3% |
| ERF | New | ENERPLUS CORP COMstock | $11,000 | – | 816 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD COMstock | $10,000 | – | 189 | +100.0% | 0.00% | – |
| BECN | Buy | BEACON ROOFING SUPPLYstock | $11,000 | +22.2% | 270 | +47.5% | 0.00% | 0.0% |
| ING | Buy | ING GROEP NV ADRadr | $10,000 | +11.1% | 714 | +31.0% | 0.00% | 0.0% |
| CMS | Buy | CMS ENERGY CORP COMstock | $11,000 | +450.0% | 235 | +379.6% | 0.00% | +300.0% |
| VALE | New | VALE SA (ADR)adr | $10,000 | – | 728 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP COMstock | $10,000 | – | 334 | +100.0% | 0.00% | – |
| CIEN | Buy | CIENA CORPstock | $11,000 | +120.0% | 400 | +100.0% | 0.00% | +100.0% |
| HDP | Buy | HORTONWORKS INC COMstock | $11,000 | +37.5% | 556 | +10.5% | 0.00% | +33.3% |
| FAZ | New | DIREXION DAILY FINANCIAL BEAR 3X SHARESetf | $10,000 | – | 950 | +100.0% | 0.00% | – |
| NGG | Buy | NATIONAL GRID TRANSCO PLCadr | $10,000 | +25.0% | 172 | +18.6% | 0.00% | +33.3% |
| MTZ | Buy | MASTEC INC COMstock | $10,000 | +25.0% | 201 | +15.5% | 0.00% | +33.3% |
| MRCY | New | MERCURY SYS INC COMstock | $8,000 | – | 197 | +100.0% | 0.00% | – |
| CCI | Buy | CROWN CASTLE INTL CORPreit | $8,000 | +14.3% | 72 | +1.4% | 0.00% | 0.0% |
| MCRN | Buy | MILACRON HLDGS CORP COMstock | $9,000 | +28.6% | 490 | +29.3% | 0.00% | 0.0% |
| MOD | Buy | MODINE MFG CO COMstock | $9,000 | +28.6% | 521 | +41.2% | 0.00% | 0.0% |
| SKT | New | TANGER FACTORY OUTLET CTRS INCreit | $7,000 | – | 300 | +100.0% | 0.00% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $9,000 | +28.6% | 33 | +17.9% | 0.00% | 0.0% |
| NKTR | Buy | NEKTAR THERAPEUTICSstock | $8,000 | -11.1% | 174 | +95.5% | 0.00% | -25.0% |
| PCAR | Buy | PACCAR INC COMstock | $9,000 | +125.0% | 138 | +119.0% | 0.00% | +50.0% |
| RCM | New | R1 RCM INC COMstock | $9,000 | – | 1,005 | +100.0% | 0.00% | – |
| NTRS | Buy | NORTHERN TR CORP COMstock | $9,000 | +12.5% | 86 | +6.2% | 0.00% | 0.0% |
| CNI | Buy | CANADIAN NATL RY CO COMstock | $7,000 | +250.0% | 84 | +127.0% | 0.00% | +200.0% |
| GDEN | New | GOLDEN ENTMT INC COMstock | $7,000 | – | 237 | +100.0% | 0.00% | – |
| CWH | New | CAMPING WORLD HLDGS INC CL Astock | $7,000 | – | 279 | +100.0% | 0.00% | – |
| TRTN | New | TRITON INTL LTD CL Astock | $8,000 | – | 265 | +100.0% | 0.00% | – |
| WMGI | Buy | WRIGHT MED GROUP INCstock | $9,000 | +50.0% | 371 | +18.5% | 0.00% | +50.0% |
| IP | Buy | INTL PAPER CO COMstock | $7,000 | +40.0% | 134 | +28.8% | 0.00% | +50.0% |
| FRAC | Buy | KEANE GROUP INC COMstock | $9,000 | 0.0% | 695 | +18.8% | 0.00% | -25.0% |
| INST | Buy | INSTRUCTURE INC COMstock | $9,000 | +28.6% | 196 | +5.4% | 0.00% | 0.0% |
| ERIC | Buy | ERICSSON ADR B SEK 10adr | $9,000 | +80.0% | 1,191 | +27.0% | 0.00% | +50.0% |
| CRH | Buy | CRH PLC SPON ADR ADR CMNadr | $7,000 | +75.0% | 191 | +32.6% | 0.00% | +50.0% |
| PEB | New | PEBBLEBROOK HOTEL TRCOMreit | $8,000 | – | 209 | +100.0% | 0.00% | – |
| LHCG | New | LHC GROUP INC COMstock | $9,000 | – | 107 | +100.0% | 0.00% | – |
| EVRI | Buy | EVERI HLDGS INC COMstock | $9,000 | +80.0% | 1,169 | +34.4% | 0.00% | +50.0% |
| LPT | Buy | LIBERTY PPTY TR SHS BEN INTreit | $7,000 | +40.0% | 164 | +21.5% | 0.00% | +50.0% |
| ACIW | Buy | ACI WORLDWIDE INCstock | $8,000 | +100.0% | 287 | +51.1% | 0.00% | +50.0% |
| PJT | Buy | PJT PARTNERS INC COM CL Astock | $9,000 | +28.6% | 162 | +13.3% | 0.00% | 0.0% |
| TSS | Buy | TOTAL SYSTEMS SERVICESstock | $8,000 | +60.0% | 89 | +48.3% | 0.00% | +50.0% |
| MDU | Buy | MDU RES GROUP INC COMstock | $9,000 | +80.0% | 300 | +50.0% | 0.00% | +50.0% |
| EPR | Buy | EPR PPTYS SBIreit | $8,000 | +60.0% | 123 | +12.8% | 0.00% | +50.0% |
| SSP | Buy | SCRIPPS E W CO CL A NEWstock | $7,000 | +40.0% | 521 | +18.4% | 0.00% | +50.0% |
| ZNGA | New | ZYNGA INCstock | $7,000 | – | 1,697 | +100.0% | 0.00% | – |
| GWPH | New | GW PHARMACEUTICALS PLC ADSadr | $8,000 | – | 50 | +100.0% | 0.00% | – |
| MRTN | New | MARTEN TRANS LTD COMstock | $7,000 | – | 291 | +100.0% | 0.00% | – |
| ANDV | Buy | ANDEAVOR COMstock | $7,000 | +250.0% | 52 | +92.6% | 0.00% | +200.0% |
| STI | Buy | SUNTRUST BANKS INCstock | $9,000 | +80.0% | 135 | +77.6% | 0.00% | +50.0% |
| STAY | New | EXTENDED STAY AMER INC SHS 1 COM 1 CL Bstock | $5,000 | – | 225 | +100.0% | 0.00% | – |
| DLPH | Buy | DELPHI TECHNOLOGIES PLC SHSstock | $4,000 | +300.0% | 85 | +214.8% | 0.00% | – |
| JCI | Buy | JOHNSON CTLS INCstock | $5,000 | +400.0% | 130 | +233.3% | 0.00% | – |
| FTV | Buy | FORTIVE CORP COMstock | $6,000 | +50.0% | 81 | +32.8% | 0.00% | 0.0% |
| FSM | New | FORTUNA SILVER MINES INC COMstock | $4,000 | – | 800 | +100.0% | 0.00% | – |
| Y | Buy | ALLEGHANY CORP DEL COMstock | $5,000 | +66.7% | 8 | +33.3% | 0.00% | +100.0% |
| XRAY | Buy | DENTSPLY SIRONA INC COMstock | $4,000 | +33.3% | 93 | +40.9% | 0.00% | +100.0% |
| GOGO | Buy | GOGO INC COM USD0.0001stock | $6,000 | 0.0% | 1,419 | +108.1% | 0.00% | 0.0% |
| CTRP | New | CTRIP.COM INTL LTD AMERICAN DEP SHSadr | $6,000 | – | 124 | +100.0% | 0.00% | – |
| JKHY | Buy | HENRY JACK & ASSOC INCstock | $6,000 | +50.0% | 44 | +29.4% | 0.00% | 0.0% |
| CDE | New | COEUR MNG INC COM NEWstock | $5,000 | – | 600 | +100.0% | 0.00% | – |
| CLF | New | CLEVELAND CLIFFS INC COMstock | $6,000 | – | 769 | +100.0% | 0.00% | – |
| AMN | New | AMN HEALTHCARE SERVICES INCstock | $4,000 | – | 59 | +100.0% | 0.00% | – |
| CRS | Buy | CARPENTER TECHNOLOGY CORP COMstock | $4,000 | +100.0% | 70 | +45.8% | 0.00% | +100.0% |
| CP | Buy | CANADIAN PAC RY LTD COMstock | $6,000 | +100.0% | 34 | +61.9% | 0.00% | +100.0% |
| CNO | New | CONSECO INCstock | $5,000 | – | 235 | +100.0% | 0.00% | – |
| MTB | Buy | M & T BK CORP COMstock | $5,000 | +25.0% | 30 | +15.4% | 0.00% | 0.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $5,000 | +66.7% | 61 | +41.9% | 0.00% | +100.0% |
| MAR | New | MARRIOTT INTL INCstock | $6,000 | – | 46 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORPstock | $5,000 | – | 154 | +100.0% | 0.00% | – |
| BWA | New | BORG WARNER AUTOMOTIVE INCstock | $4,000 | – | 80 | +100.0% | 0.00% | – |
| ABMD | New | ABIOMED INC COMstock | $6,000 | – | 15 | +100.0% | 0.00% | – |
| NBL | Buy | NOBLE ENERGY INC COMstock | $6,000 | +100.0% | 173 | +46.6% | 0.00% | +100.0% |
| ASB | New | ASSOCIATED BANK CORPstock | $6,000 | – | 225 | +100.0% | 0.00% | – |
| APC | Buy | ANADARKO PETE CORPstock | $5,000 | +400.0% | 63 | +110.0% | 0.00% | – |
| UL | New | UNILEVER PLC SPON ADR NEWadr | $4,000 | – | 68 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COMstock | $5,000 | – | 111 | +100.0% | 0.00% | – |
| PAAS | New | PAN AMERICAN SILVER CORP COMstock | $5,000 | – | 300 | +100.0% | 0.00% | – |
| PTEN | Buy | PATTERSON ENERGY INCstock | $5,000 | – | 318 | +500.0% | 0.00% | – |
| PRSP | New | PERSPECTA INC COMstock | $5,000 | – | 205 | +100.0% | 0.00% | – |
| PTR | New | PETROCHINA CO LTD SPON ADRadr | $4,000 | – | 48 | +100.0% | 0.00% | – |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $6,000 | +100.0% | 82 | +32.3% | 0.00% | +100.0% |
| TKR | New | TIMKEN CO COMstock | $4,000 | – | 80 | +100.0% | 0.00% | – |
| PSA | Buy | PUBLIC STORAGE INCreit | $4,000 | +300.0% | 19 | +280.0% | 0.00% | – |
| QRVO | New | QORVO INC COMstock | $4,000 | – | 49 | +100.0% | 0.00% | – |
| VNO | Buy | VORNADO RLTY TR SH BEN INTreit | $6,000 | +100.0% | 83 | +50.9% | 0.00% | +100.0% |
| QLYS | New | QUALYS INC COMstock | $6,000 | – | 60 | +100.0% | 0.00% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS INCstock | $5,000 | +400.0% | 14 | +133.3% | 0.00% | – |
| ROIC | New | RETAIL OPPORTUNITY INVTS CORP COMreit | $4,000 | – | 228 | +100.0% | 0.00% | – |
| SYF | Buy | SYNCHRONY FINL COMstock | $4,000 | +33.3% | 135 | +45.2% | 0.00% | +100.0% |
| SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $4,000 | – | 37 | +100.0% | 0.00% | – |
| KSS | New | KOHLS CORPstock | $2,000 | – | 22 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $3,000 | – | 204 | +100.0% | 0.00% | – |
| AFG | New | AMERICAN FINL GROUP INC Ostock | $2,000 | – | 23 | +100.0% | 0.00% | – |
| ATR | Buy | APTARGROUP INCstock | $3,000 | – | 30 | +233.3% | 0.00% | – |
| BANR | Buy | BANNER CORP COM NEWstock | $2,000 | – | 38 | +322.2% | 0.00% | – |
| CNX | New | CONSOL ENERGY INCstock | $2,000 | – | 92 | +100.0% | 0.00% | – |
| CHDN | New | CHURCHILL DOWNS INC COMstock | $2,000 | – | 5 | +100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOORstock | $2,000 | – | 17 | +100.0% | 0.00% | – |
| DVN | Buy | DEVON ENERGY CORPstock | $3,000 | – | 75 | +167.9% | 0.00% | – |
| DLR | Buy | DIGITAL REALTY TRUST INCreit | $2,000 | – | 20 | +300.0% | 0.00% | – |
| FAST | Buy | FASTENAL COstock | $3,000 | – | 47 | +370.0% | 0.00% | – |
| HCSG | New | HEALTHCARE SERVICES GROUP INCstock | $3,000 | – | 62 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORPstock | $2,000 | – | 12 | +100.0% | 0.00% | – |
| KMI | Buy | KINDER MORGAN INCstock | $3,000 | +50.0% | 180 | +25.0% | 0.00% | 0.0% |
| LXP | New | LEXINGTON CORP PPTYS TRreit | $2,000 | – | 217 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS TSB GROUP PLCadr | $3,000 | – | 781 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONALstock | $2,000 | – | 59 | +100.0% | 0.00% | – |
| OKE | New | ONEOK INC NEW COMstock | $3,000 | – | 41 | +100.0% | 0.00% | – |
| PKX | New | POSCO SPONSORED ADRadr | $2,000 | – | 22 | +100.0% | 0.00% | – |
| PNFP | Buy | PINNACLE FINL PARTNERS INC COMstock | $3,000 | – | 49 | +390.0% | 0.00% | – |
| RJF | Buy | RAYMOND JAMES FINL INCstock | $3,000 | – | 29 | +314.3% | 0.00% | – |
| RSG | Buy | REPUBLIC SERVICES INCstock | $3,000 | +200.0% | 38 | +111.1% | 0.00% | – |
| SFBS | New | SERVISFIRST BANCSHARES INC COMstock | $2,000 | – | 42 | +100.0% | 0.00% | – |
| STT | Buy | STATE STR CORP COMstock | $2,000 | – | 17 | +70.0% | 0.00% | – |
| SNX | New | SYNNEX CORPstock | $3,000 | – | 31 | +100.0% | 0.00% | – |
| THC | New | TENET HEALTHCARE CORP COM NEWstock | $2,000 | – | 69 | +100.0% | 0.00% | – |
| TRN | Buy | TRINITY INDS INC COMstock | $3,000 | – | 75 | +150.0% | 0.00% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INC CL Astock | $3,000 | – | 53 | +100.0% | 0.00% | – |
| WELL | Buy | HEALTH CARE REIT INCreit | $2,000 | +100.0% | 29 | +16.0% | 0.00% | – |
| WMB | Buy | WILLIAMS COS INC DEL COMstock | $3,000 | +50.0% | 115 | +23.7% | 0.00% | 0.0% |
| ALLE | New | ALLEGION PUB LTD CO ORD SHSstock | $2,000 | – | 21 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC SHSstock | $2,000 | – | 64 | +100.0% | 0.00% | – |
| FCAU | New | FIAT CHRYSLER AUTOMOBILES N V SHSstock | $2,000 | – | 102 | +100.0% | 0.00% | – |
| REG | New | REGENCY CTRS CORP COMreit | $1,000 | – | 10 | +100.0% | 0.00% | – |
| QHCCQ | New | QUORUM HEALTH CORP COMstock | $1,000 | – | 282 | +100.0% | 0.00% | – |
| PBI | New | PITNEY BOWES INC COMstock | $1,000 | – | 167 | +100.0% | 0.00% | – |
| WCN | New | WASTE CONNECTIONS INCstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| NAV | New | NAVISTAR INTL CORP NEW COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| NNN | New | NATIONAL RETAIL PPTYSreit | $1,000 | – | 14 | +100.0% | 0.00% | – |
| MTX | New | MINERALS TECHNOLOGIES INCstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| MATX | New | MATSON INC COMstock | $1,000 | – | 37 | +100.0% | 0.00% | – |
| CVLT | New | COMMVAULT SYSTEMS INC COMstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CHSP | New | CHESAPEAKE LODGING TR SH BEN INTreit | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CAL | New | CALERES INC COMstock | $1,000 | – | 37 | +100.0% | 0.00% | – |
| CF | New | CF INDUSTRIES HOLDINGS, INC.stock | $1,000 | – | 29 | +100.0% | 0.00% | – |
| ARI | New | APOLLO COML REAL EST FIN INC COMreit | $1,000 | – | 29 | +100.0% | 0.00% | – |
| CY | Exit | CYPRESS SEMICONDUCTRCORPstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| VST | Exit | VISTRA ENERGY CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TRIP | New | TRIPADVISOR INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| TMDI | New | TITAN MED INC COM NEWstock | $0 | – | 13 | +100.0% | 0.00% | – |
| LII | New | LENNOX INTL INC COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| LB | New | L BRANDS INC COMstock | $1,000 | – | 41 | +100.0% | 0.00% | – |
| WING | New | WINGSTOP INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC COMstock | $1,000 | – | 24 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN COM NEWstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
| JEF | New | JEFFERIES FINL GROUP INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
| IBDN | New | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| IBDO | New | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS & RESORTS INC COMreit | $1,000 | – | 34 | +100.0% | 0.00% | – |
| HNI | New | HNI CORP COMstock | $1,000 | – | 19 | +100.0% | 0.00% | – |
| GG | New | GOLDCORP INCstock | $1,000 | – | 104 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J &COstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| FLS | New | FLOWSERVE CORP COMstock | $1,000 | – | 18 | +100.0% | 0.00% | – |
| FRT | New | FEDERAL REALTY INVT TR SH BEN INT NEWreit | $1,000 | – | 10 | +100.0% | 0.00% | – |
| EQNR | New | EQUINOR ASA SPONSORED ADRadr | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ETFC | New | E TRADE FINANCIAL CORP COM NEWstock | $1,000 | – | 16 | +100.0% | 0.00% | – |
| SMCP | New | ALPHAMARK ACTIVELY MANAGED SMALL CAP ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| DBEF | New | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| CUB | New | CUBIC CORP COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| CUZ | New | COUSINS PPTYS INC COMreit | $1,000 | – | 60 | +100.0% | 0.00% | – |
| PVG | Exit | PRETIUM RES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 24 | Q3 2023 | 40.5% |
| ISHARES TR | 24 | Q3 2023 | 20.6% |
| ISHARES TR | 24 | Q3 2023 | 14.1% |
| ISHARES TR | 24 | Q3 2023 | 12.0% |
| PROCTER & GAMBLE CO COM | 24 | Q3 2023 | 4.4% |
| APPLE INC COM | 24 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO COM | 24 | Q3 2023 | 1.4% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 1.9% |
| US BANCORP DEL COM NEW | 24 | Q3 2023 | 1.2% |
| PNC FINL SVCS GROUP INC COM | 24 | Q3 2023 | 1.0% |
View Legacy Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-04 |
View Legacy Financial Advisors, 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.