$732 Million is the total value of Resource Management, LLC's 175 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 25.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | Spdr S&P 500 Etf | $226,526,000 | +12.0% | 605,879 | +0.3% | 30.95% | -6.2% |
| MDY | Sell | Spdr S&P Midcap 400 Etf | $115,320,000 | +23.5% | 274,624 | -0.4% | 15.76% | +3.5% |
| SCHM | Buy | Charles Schwab US Mc | $44,668,000 | +34.5% | 655,144 | +9.5% | 6.10% | +12.7% |
| SLYV | Buy | Spdr S&P 600 Small Cap | $42,646,000 | +50.5% | 644,304 | +13.9% | 5.83% | +26.1% |
| AAPL | Buy | Apple Inc | $40,923,000 | +15.4% | 308,411 | +0.7% | 5.59% | -3.3% |
| VYM | Sell | Vanguard High Dividend | $25,582,000 | +9.7% | 279,550 | -3.0% | 3.50% | -8.1% |
| SCHD | Buy | Schwab US Dividend | $16,609,000 | +30.9% | 258,945 | +12.8% | 2.27% | +9.7% |
| EOG | Buy | Eog Resources Inc | $11,348,000 | +39.8% | 227,562 | +0.8% | 1.55% | +17.2% |
| XOM | Sell | Exxon Mobil Corp | $10,357,000 | +15.5% | 251,268 | -3.8% | 1.42% | -3.2% |
| JPM | Buy | Jpmorgan Chase & Co | $9,186,000 | +32.5% | 72,294 | +0.4% | 1.26% | +11.1% |
| IWN | Sell | Ishares Russell 2000 | $8,887,000 | +3.4% | 67,454 | -22.1% | 1.21% | -13.4% |
| PXD | Buy | Pioneer Natural Res | $7,744,000 | +32.8% | 67,996 | +0.3% | 1.06% | +11.3% |
| SPYG | Buy | Spdr S&P 500 Growth Etf | $7,418,000 | +28.6% | 134,168 | +16.6% | 1.01% | +7.8% |
| MSFT | Buy | Microsoft Corp | $6,911,000 | +9.9% | 31,070 | +3.9% | 0.94% | -7.9% |
| ARKK | Buy | Ark Innovation Etf | $6,583,000 | +595.1% | 52,879 | +413.9% | 0.90% | +483.8% |
| T | Buy | A T & T Inc | $6,153,000 | +5.2% | 213,952 | +4.3% | 0.84% | -11.8% |
| JNJ | Sell | Johnson & Johnson | $5,409,000 | +4.9% | 34,369 | -0.7% | 0.74% | -12.0% |
| CVX | Sell | Chevron Corporation | $5,084,000 | +15.0% | 60,207 | -1.9% | 0.70% | -3.6% |
| AMZN | Sell | Amazon Com Inc | $5,040,000 | -2.2% | 1,548 | -5.4% | 0.69% | -18.0% |
| VBR | Buy | Vanguard Small Cap Value | $4,995,000 | +29.1% | 35,126 | +0.4% | 0.68% | +8.1% |
| HD | Buy | Home Depot Inc | $4,972,000 | -3.6% | 18,720 | +0.7% | 0.68% | -19.3% |
| UL | New | Unilever Plcadr | $4,866,000 | – | 80,617 | +100.0% | 0.66% | – |
| KMB | Buy | Kimberly-Clark Corp | $4,081,000 | -8.3% | 30,270 | +0.4% | 0.56% | -23.1% |
| SU | Sell | Suncor Energy Inc | $3,944,000 | +31.4% | 235,018 | -4.3% | 0.54% | +10.0% |
| IWD | Sell | Ishares Russell | $3,105,000 | +5.2% | 22,709 | -9.1% | 0.42% | -11.9% |
| WM | Sell | Waste Management Inc | $3,075,000 | +2.6% | 26,078 | -1.6% | 0.42% | -14.1% |
| PG | Buy | Procter & Gamble | $2,522,000 | +2.1% | 18,127 | +2.0% | 0.34% | -14.4% |
| IWM | Buy | Ishares Russell | $2,202,000 | +34.3% | 11,230 | +2.6% | 0.30% | +12.7% |
| MRK | Buy | Merck & Co Inc | $2,195,000 | -1.0% | 26,829 | +0.4% | 0.30% | -17.1% |
| VZ | Sell | Verizon Communicatn | $2,148,000 | -4.7% | 36,558 | -3.5% | 0.29% | -20.2% |
| LLY | Sell | Eli Lilly & Company | $2,073,000 | +10.9% | 12,280 | -2.8% | 0.28% | -7.2% |
| BRKB | Buy | Berkshire Hathaway | $2,031,000 | +18.3% | 8,758 | +8.6% | 0.28% | -1.1% |
| DE | Sell | Deere & Co | $1,819,000 | +11.5% | 6,760 | -8.2% | 0.25% | -6.4% |
| BHP | Bhp Billiton Ltdadr | $1,823,000 | +26.4% | 27,895 | 0.0% | 0.25% | +6.0% | |
| WMT | Buy | WalMart Stores Inc | $1,756,000 | +17.5% | 12,179 | +14.0% | 0.24% | -1.6% |
| DIS | Sell | Walt Disney Co | $1,703,000 | +21.8% | 9,398 | -16.6% | 0.23% | +2.2% |
| KO | Sell | Coca Cola Company | $1,697,000 | +10.3% | 30,941 | -0.7% | 0.23% | -7.6% |
| BA | Buy | Boeing Co | $1,588,000 | +72.8% | 7,418 | +33.4% | 0.22% | +44.7% |
| TSLA | Buy | Tesla Inc | $1,589,000 | +73.3% | 2,252 | +5.4% | 0.22% | +44.7% |
| DIA | Sell | Spdr Dow Jones | $1,574,000 | +1.6% | 5,149 | -7.8% | 0.22% | -15.0% |
| PFE | Buy | Pfizer Incorporated | $1,554,000 | +3.5% | 42,220 | +3.1% | 0.21% | -13.5% |
| RDSA | Sell | Royal Dutch Shelladr | $1,447,000 | +38.9% | 41,171 | -0.6% | 0.20% | +16.5% |
| GSK | Sell | Glaxosmithkline Plcadr | $1,417,000 | -6.5% | 38,519 | -4.3% | 0.19% | -21.5% |
| LUV | Buy | Southwest Airlines | $1,389,000 | +27.7% | 29,792 | +2.7% | 0.19% | +7.3% |
| GOOGL | Buy | Alphabet Inc | $1,379,000 | +27.7% | 787 | +6.8% | 0.19% | +6.8% |
| NEE | Buy | Nextera Energy Inc | $1,361,000 | +19.1% | 17,644 | +328.3% | 0.19% | 0.0% |
| BABA | Buy | Alibaba Group Hldgadr | $1,353,000 | -14.5% | 5,812 | +7.9% | 0.18% | -28.3% |
| GOOG | Sell | Alphabet Inc | $1,316,000 | +11.8% | 751 | -6.2% | 0.18% | -6.2% |
| PEP | Sell | Pepsico Incorporated | $1,216,000 | -14.2% | 8,199 | -19.8% | 0.17% | -28.1% |
| MAR | Marriott Intl Inc | $1,192,000 | +42.6% | 9,034 | 0.0% | 0.16% | +19.9% | |
| INTC | Sell | Intel Corp | $1,178,000 | -7.1% | 23,648 | -3.5% | 0.16% | -22.2% |
| HON | Sell | Honeywell Intl Inc | $1,133,000 | +15.6% | 5,328 | -10.5% | 0.16% | -3.1% |
| SCHB | Schwab US Broad Market | $1,135,000 | +14.3% | 12,471 | 0.0% | 0.16% | -4.3% | |
| AEP | Sell | Amer Electric Pwr Co | $1,127,000 | +1.2% | 13,530 | -0.7% | 0.15% | -15.4% |
| V | Buy | Visa Inc | $1,099,000 | +14.6% | 5,025 | +4.8% | 0.15% | -3.8% |
| DHR | Buy | Danaher Corp | $1,091,000 | +3.1% | 4,912 | +0.0% | 0.15% | -13.9% |
| FB | Buy | Facebook Inc | $1,069,000 | +20.4% | 3,914 | +15.4% | 0.15% | +0.7% |
| UPS | Buy | United Parcel Srvc | $1,043,000 | +52.7% | 6,195 | +51.2% | 0.14% | +28.8% |
| DUK | Sell | Duke Energy Corp | $1,020,000 | -0.8% | 11,138 | -4.1% | 0.14% | -17.3% |
| DD | New | Du Pont Ei De Nemour | $999,000 | – | 14,055 | +100.0% | 0.14% | – |
| FISV | Fiserv Inc | $993,000 | +10.5% | 8,720 | 0.0% | 0.14% | -7.5% | |
| AMGN | Buy | Amgen Incorporated | $939,000 | -9.5% | 4,085 | +0.0% | 0.13% | -24.3% |
| CGC | Buy | Canopy Growth Corpor | $908,000 | +129.3% | 36,836 | +33.2% | 0.12% | +90.8% |
| SLB | Sell | Schlumberger Ltd | $883,000 | +39.5% | 40,441 | -0.7% | 0.12% | +17.5% |
| STZ | Buy | Constellation Brand | $869,000 | +31.9% | 3,967 | +14.0% | 0.12% | +11.2% |
| VTI | Buy | Vanguard Total Stock | $852,000 | +74.9% | 4,377 | +53.1% | 0.12% | +46.8% |
| MA | Buy | Mastercard Inc | $831,000 | +12.9% | 2,327 | +6.9% | 0.11% | -5.0% |
| PSX | Sell | Phillips | $828,000 | +29.0% | 11,836 | -4.5% | 0.11% | +7.6% |
| VIG | Buy | Vanguard Dividend | $823,000 | +14.8% | 5,827 | +4.5% | 0.11% | -4.3% |
| POOL | Pool Corporation | $778,000 | +11.3% | 2,089 | 0.0% | 0.11% | -7.0% | |
| TMO | Buy | Thermo Fisher Scntfc | $766,000 | +20.1% | 1,644 | +13.8% | 0.10% | +1.0% |
| MO | Buy | Altria Group Inc | $761,000 | +19.5% | 18,568 | +12.7% | 0.10% | 0.0% |
| NVDA | Buy | Nvidia Corp | $747,000 | +4.5% | 1,431 | +8.2% | 0.10% | -12.8% |
| ABBV | Buy | Abbvie Inc | $712,000 | +33.8% | 6,642 | +9.3% | 0.10% | +11.5% |
| DOW | New | Dow Chemical Company | $699,000 | – | 12,589 | +100.0% | 0.10% | – |
| CAT | Buy | Caterpillar Inc | $706,000 | +29.5% | 3,876 | +6.1% | 0.10% | +7.9% |
| ETR | Sell | Entergy Corp | $702,000 | +1.3% | 7,027 | -0.1% | 0.10% | -15.0% |
| ABT | Buy | Abbott Laboratories | $698,000 | +5.6% | 6,375 | +5.0% | 0.10% | -12.0% |
| CXSE | New | Wisdomtree Tr Chn Ex St | $665,000 | – | 10,106 | +100.0% | 0.09% | – |
| NSC | Norfolk Southern Co | $658,000 | +11.0% | 2,770 | 0.0% | 0.09% | -7.2% | |
| UNP | Buy | Union Pacific Corp | $651,000 | +5.7% | 3,129 | +0.0% | 0.09% | -11.0% |
| EPD | Buy | Enterprise Products Lp | $638,000 | -81.3% | 236,755 | +9.8% | 0.09% | -84.3% |
| VOO | Buy | Vanguard S&P 500 Etf | $635,000 | +16.1% | 1,847 | +3.9% | 0.09% | -2.2% |
| MMM | Sell | 3m Company | $635,000 | +5.7% | 3,632 | -3.2% | 0.09% | -11.2% |
| FHN | Buy | First Horizon Natl | $636,000 | +35.6% | 49,847 | +0.3% | 0.09% | +14.5% |
| ISCG | Buy | Ishares Morn Small Cap | $622,000 | +30.9% | 2,050 | +2.5% | 0.08% | +10.4% |
| WFC | Sell | Wells Fargo Bk N A | $625,000 | +4.9% | 20,705 | -18.3% | 0.08% | -12.4% |
| NKE | Buy | Nike Inc | $620,000 | +29.7% | 4,384 | +15.1% | 0.08% | +9.0% |
| SBUX | Buy | Starbucks Corp | $605,000 | +26.6% | 5,660 | +1.8% | 0.08% | +6.4% |
| PYPL | Buy | Paypal Holdings Inco | $601,000 | +65.6% | 2,565 | +39.3% | 0.08% | +39.0% |
| COP | Buy | Conocophillips | $584,000 | +21.9% | 14,604 | +0.0% | 0.08% | +2.6% |
| MCD | Sell | Mc Donalds Corp | $569,000 | -27.6% | 2,654 | -25.9% | 0.08% | -39.1% |
| BMY | Sell | BristolMyers Squibb | $558,000 | +1.6% | 8,998 | -1.3% | 0.08% | -15.6% |
| XLK | Sell | Technology Select Sector | $535,000 | +0.4% | 4,112 | -10.0% | 0.07% | -16.1% |
| COST | Sell | Costco Wholesale Co | $535,000 | -1.8% | 1,421 | -7.4% | 0.07% | -18.0% |
| RDSB | Sell | Royal Dutch Shelladr | $524,000 | +9.9% | 15,604 | -20.8% | 0.07% | -7.7% |
| GLW | Buy | Corning Inc | $523,000 | +11.8% | 14,537 | +0.8% | 0.07% | -6.6% |
| SCHF | Buy | Schwab International | $511,000 | +26.5% | 14,188 | +10.4% | 0.07% | +6.1% |
| SQ | Buy | Square Inc | $515,000 | +39.6% | 2,368 | +4.3% | 0.07% | +16.7% |
| USB | Buy | U S Bancorp | $506,000 | +29.7% | 10,868 | +0.0% | 0.07% | +7.8% |
| LOW | Sell | Lowes Companies Inc | $504,000 | -15.6% | 3,138 | -12.9% | 0.07% | -28.9% |
| IBM | Sell | Ibm Corp | $494,000 | +3.3% | 3,922 | -0.2% | 0.07% | -14.1% |
| BAC | Sell | Bank Of America Corp | $490,000 | +23.7% | 16,157 | -1.8% | 0.07% | +3.1% |
| HWC | Buy | Hancock Holding Co | $485,000 | +81.0% | 14,251 | +0.0% | 0.07% | +50.0% |
| F | Buy | Ford Motor Company | $465,000 | +59.8% | 52,937 | +21.1% | 0.06% | +36.2% |
| GE | Sell | General Electric Co | $436,000 | +45.8% | 40,330 | -16.1% | 0.06% | +22.4% |
| AXP | Buy | American Express Co | $442,000 | +20.8% | 3,657 | +0.1% | 0.06% | 0.0% |
| AME | Ametek Inc | $430,000 | +21.8% | 3,555 | 0.0% | 0.06% | +1.7% | |
| PPL | Buy | Ppl Corporation | $411,000 | +19.1% | 14,574 | +14.8% | 0.06% | 0.0% |
| IWF | Sell | Ishares Russell | $402,000 | +8.6% | 1,667 | -2.3% | 0.06% | -8.3% |
| IMCG | Ishares Morgstar Mid Cap | $402,000 | +19.3% | 1,052 | 0.0% | 0.06% | 0.0% | |
| SO | Buy | Southern Company | $403,000 | +18.9% | 6,568 | +5.0% | 0.06% | 0.0% |
| CTVA | Corteva Inc | $406,000 | +34.4% | 10,483 | 0.0% | 0.06% | +12.2% | |
| AMD | Buy | Advanced Micro Devic | $381,000 | +52.4% | 4,150 | +36.2% | 0.05% | +26.8% |
| D | Sell | Dominion Energy Inc | $384,000 | -19.8% | 5,109 | -15.7% | 0.05% | -33.3% |
| CSCO | Buy | Cisco Systems Inc | $384,000 | +15.3% | 8,575 | +1.5% | 0.05% | -3.7% |
| VCIT | New | Vanguard Intermediate | $378,000 | – | 3,891 | +100.0% | 0.05% | – |
| TD | Sell | Toronto Dominion Bnk | $375,000 | +13.3% | 6,655 | -7.1% | 0.05% | -5.6% |
| IJR | New | Ishares Core S&P Small | $365,000 | – | 3,967 | +100.0% | 0.05% | – |
| IJS | Buy | Ishares S&P Small Cap | $357,000 | +32.7% | 4,397 | +100.0% | 0.05% | +11.4% |
| WBA | Sell | Walgreens Boots Alli | $336,000 | +6.7% | 8,421 | -4.0% | 0.05% | -9.8% |
| ORCL | Sell | Oracle Corporation | $336,000 | +1.5% | 5,198 | -6.1% | 0.05% | -14.8% |
| GILD | Sell | Gilead Sciences Inc | $326,000 | +715.0% | 5,600 | -11.3% | 0.04% | +542.9% |
| CCI | New | Crown Castle Intl Co | $324,000 | – | 2,032 | +100.0% | 0.04% | – |
| VHT | Buy | Vanguard Health Care | $305,000 | +9.7% | 1,363 | +0.1% | 0.04% | -6.7% |
| EFG | New | Ishares Msci Eafe Growth | $303,000 | – | 3,000 | +100.0% | 0.04% | – |
| CL | Sell | ColgatePalmolive Co | $298,000 | -7.7% | 3,487 | -16.6% | 0.04% | -22.6% |
| DVY | Buy | Ishares Select Dividend | $291,000 | +30.5% | 3,030 | +11.0% | 0.04% | +11.1% |
| BP | Buy | Bp Plcadr | $291,000 | +20.7% | 14,189 | +2.7% | 0.04% | +2.6% |
| CLX | Clorox Company | $294,000 | -3.9% | 1,455 | 0.0% | 0.04% | -20.0% | |
| SHOP | Sell | Shopify Inc | $285,000 | -12.6% | 252 | -21.0% | 0.04% | -26.4% |
| PM | Sell | Philip Morris Intl | $282,000 | +3.3% | 3,411 | -6.4% | 0.04% | -13.3% |
| TRMK | Buy | Trustmark Corp | $286,000 | +28.3% | 10,463 | +0.4% | 0.04% | +8.3% |
| OGE | New | O G E Energy Cp Hldg | $283,000 | – | 8,876 | +100.0% | 0.04% | – |
| PRU | Prudential Financial | $283,000 | +23.0% | 3,622 | 0.0% | 0.04% | +2.6% | |
| C | New | Citigroup Inc | $280,000 | – | 4,537 | +100.0% | 0.04% | – |
| VIOV | New | Vanguard S&P Small Cap | $281,000 | – | 2,000 | +100.0% | 0.04% | – |
| MPC | New | Marathon Pete Corp | $275,000 | – | 6,640 | +100.0% | 0.04% | – |
| MRVL | New | Marvell Tech Group | $278,000 | – | 5,854 | +100.0% | 0.04% | – |
| IVV | Sell | Ishares Core S&P | $273,000 | -10.5% | 727 | -19.9% | 0.04% | -26.0% |
| ADP | Auto Data Processing | $273,000 | +26.4% | 1,551 | 0.0% | 0.04% | +5.7% | |
| CMCSA | Buy | Comcast Corporation | $270,000 | +13.0% | 5,161 | +0.1% | 0.04% | -5.1% |
| LIN | Linde Plc | $264,000 | +10.9% | 1,000 | 0.0% | 0.04% | -7.7% | |
| UNH | Buy | Unitedhealth Grp Inc | $258,000 | +12.7% | 735 | +0.1% | 0.04% | -5.4% |
| VCSH | New | Vanguard Short Term Cor | $253,000 | – | 3,042 | +100.0% | 0.04% | – |
| ADBE | Sell | Adobe Systems Inc | $256,000 | +1.2% | 512 | -0.6% | 0.04% | -14.6% |
| GLD | Sell | Spdr Gold Shares Etf | $258,000 | -8.8% | 1,444 | -9.8% | 0.04% | -23.9% |
| CVS | Buy | Cvs Health Corp | $249,000 | +23.3% | 3,646 | +5.4% | 0.03% | +3.0% |
| QQQJ | New | Invesco Nasdaq Next Gen | $247,000 | – | 8,000 | +100.0% | 0.03% | – |
| IBB | Ishares Nasdaq | $247,000 | +11.8% | 1,630 | 0.0% | 0.03% | -5.6% | |
| FISI | Financial Institutn | $246,000 | +45.6% | 10,954 | 0.0% | 0.03% | +21.4% | |
| ITB | Sell | Ishares US Home | $240,000 | -5.5% | 4,303 | -4.1% | 0.03% | -19.5% |
| VB | New | Vanguard Small Cap Etf | $239,000 | – | 1,230 | +100.0% | 0.03% | – |
| MKC | Buy | Mc Cormick & Co Inc | $235,000 | -30.1% | 2,458 | +42.2% | 0.03% | -41.8% |
| XLB | New | Spdr Fund Materials | $232,000 | – | 3,200 | +100.0% | 0.03% | – |
| LHX | L3harris Technologies In | $229,000 | +11.7% | 1,209 | 0.0% | 0.03% | -6.1% | |
| MVV | New | Proshares Ultra Midcap | $229,000 | – | 4,800 | +100.0% | 0.03% | – |
| XBI | New | Spdr S&P Biotech Etf | $220,000 | – | 1,560 | +100.0% | 0.03% | – |
| XLC | New | Communicat Svs Slct Sec | $223,000 | – | 3,300 | +100.0% | 0.03% | – |
| PPG | New | Ppg Industries Inc | $220,000 | – | 1,527 | +100.0% | 0.03% | – |
| XLI | New | Select Sector Industrial | $213,000 | – | 2,405 | +100.0% | 0.03% | – |
| FITB | New | Fifth Third Bancorp | $209,000 | – | 7,584 | +100.0% | 0.03% | – |
| XLY | New | Spdr Fund Consumer | $212,000 | – | 1,317 | +100.0% | 0.03% | – |
| AMAT | New | Applied Materials | $209,000 | – | 2,423 | +100.0% | 0.03% | – |
| ROP | New | Roper Technologies | $211,000 | – | 490 | +100.0% | 0.03% | – |
| FCX | New | Freeport Mcmoran Inc | $202,000 | – | 7,761 | +100.0% | 0.03% | – |
| IJH | New | Ishares Core S&P Mid Cap | $206,000 | – | 897 | +100.0% | 0.03% | – |
| LMT | Buy | Lockheed Martin Corp | $206,000 | +1.5% | 579 | +9.5% | 0.03% | -15.2% |
| TDOC | Sell | Teladoc Inc | $205,000 | -21.8% | 1,023 | -14.5% | 0.03% | -34.9% |
| KMX | New | Carmax Inc | $208,000 | – | 2,206 | +100.0% | 0.03% | – |
| SPTM | New | Spdr Total Stock Market | $206,000 | – | 4,459 | +100.0% | 0.03% | – |
| RIG | Buy | Transocean Inc New | $155,000 | +198.1% | 67,198 | +3.8% | 0.02% | +162.5% |
| PUMP | Propetro Holding Corp | $91,000 | +82.0% | 12,274 | 0.0% | 0.01% | +50.0% | |
| NOK | Buy | Nokia Corp Sponadr | $61,000 | +29.8% | 15,636 | +28.8% | 0.01% | 0.0% |
| DS | Drive Shack Inc | $24,000 | +100.0% | 10,288 | 0.0% | 0.00% | +50.0% | |
| ZM | Exit | Zoom Video Communication | $0 | – | -433 | -100.0% | -0.03% | – |
| BACPRL | Exit | Bank Of Americ | $0 | – | -145 | -100.0% | -0.04% | – |
| BBY | Exit | Best Buy Inc | $0 | – | -1,979 | -100.0% | -0.04% | – |
| CRM | Exit | Salesforce Com | $0 | – | -933 | -100.0% | -0.04% | – |
| DTQ | Exit | Dte Energy Co Pfd | $0 | – | -9,548 | -100.0% | -0.04% | – |
| TTWO | Exit | Take Two Interactv | $0 | – | -1,550 | -100.0% | -0.04% | – |
| XLF | Exit | Select Str Financial | $0 | – | -11,249 | -100.0% | -0.04% | – |
| MGK | Exit | Vanguard Mega Cap Growth | $0 | – | -1,596 | -100.0% | -0.05% | – |
| PGF | Exit | Invesco Financial | $0 | – | -27,000 | -100.0% | -0.08% | – |
| UN | Exit | Unilever N V | $0 | – | -82,389 | -100.0% | -0.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Spdr S&P 500 Etf | 17 | Q4 2021 | 33.0% |
| Spdr S&P Midcap 400 Etf | 17 | Q4 2021 | 21.2% |
| Vanguard High Dividend | 17 | Q4 2021 | 6.4% |
| Apple Inc | 17 | Q4 2021 | 5.8% |
| Eog Resources Inc | 17 | Q4 2021 | 6.4% |
| Exxon Mobil Corp | 17 | Q4 2021 | 3.9% |
| Pioneer Natural Res | 17 | Q4 2021 | 2.4% |
| Jpmorgan Chase & Co | 17 | Q4 2021 | 1.5% |
| Suncor Energy Inc | 17 | Q4 2021 | 2.4% |
| Chevron Corporation | 17 | Q4 2021 | 1.5% |
View Resource Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-07-23 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-05 |
| 13F-HR | 2020-07-24 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-01-22 |
| 13F-HR | 2019-10-30 |
View Resource Management, 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.