Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DS | Exit | Drive Shack Inc | $0 | – | -10,122 | -100.0% | -0.00% | – |
HUGE | Exit | Fsd Pharma Inc Fsd Pha | $0 | – | -13,737 | -100.0% | -0.00% | – |
ASM | Exit | Avino Silver & Gld | $0 | – | -17,500 | -100.0% | -0.00% | – |
BTG | Exit | B2gold Corp | $0 | – | -10,000 | -100.0% | -0.00% | – |
PUMP | Exit | Propetro Holding Corp | $0 | – | -12,274 | -100.0% | -0.01% | – |
NOK | Exit | Nokia Corp Sponadr | $0 | – | -16,811 | -100.0% | -0.01% | – |
BBY | Exit | Best Buy Inc | $0 | – | -1,979 | -100.0% | -0.02% | – |
RNP | Exit | Cohen Steers Reit Prefer | $0 | – | -7,025 | -100.0% | -0.02% | – |
RIG | Exit | Transocean Inc New | $0 | – | -77,451 | -100.0% | -0.02% | – |
SWKS | Exit | Skyworks Solutions | $0 | – | -1,373 | -100.0% | -0.02% | – |
C | Exit | Citigroup Inc | $0 | – | -3,491 | -100.0% | -0.02% | – |
VO | Exit | Vanguard Mid Cap Etf | $0 | – | -831 | -100.0% | -0.02% | – |
BACPRL | Exit | Bank Of Americ | $0 | – | -145 | -100.0% | -0.02% | – |
NFLX | Exit | Netflix Inc | $0 | – | -372 | -100.0% | -0.02% | – |
ALGN | Exit | Align Technology Inc | $0 | – | -340 | -100.0% | -0.02% | – |
VLO | Exit | Valero Energy Corp | $0 | – | -2,998 | -100.0% | -0.02% | – |
CMG | Exit | Chipotle Mexican Grl | $0 | – | -125 | -100.0% | -0.02% | – |
WMB | Exit | Williams Companies | $0 | – | -8,953 | -100.0% | -0.02% | – |
FCX | Exit | Freeport Mcmoran Inc | $0 | – | -5,534 | -100.0% | -0.02% | – |
AWR | Exit | American States Wtr | $0 | – | -2,230 | -100.0% | -0.02% | – |
RDSB | Exit | Royal Dutch Shelladr | $0 | – | -5,488 | -100.0% | -0.02% | – |
DEO | Exit | Diageo Plcadr | $0 | – | -1,102 | -100.0% | -0.02% | – |
MKC | Exit | Mc Cormick & Co Inc | $0 | – | -2,459 | -100.0% | -0.02% | – |
LHX | Exit | L3harris Technologies In | $0 | – | -1,187 | -100.0% | -0.03% | – |
MDT | Exit | Medtronic Plc | $0 | – | -2,480 | -100.0% | -0.03% | – |
CLX | Exit | Clorox Company | $0 | – | -1,470 | -100.0% | -0.03% | – |
IVV | Exit | Ishares Core S&P | $0 | – | -548 | -100.0% | -0.03% | – |
Exit | Proshares Bitcoin | $0 | – | -9,010 | -100.0% | -0.03% | – | |
PHG | Exit | Koninklijke Philips | $0 | – | -7,051 | -100.0% | -0.03% | – |
SPTM | Exit | Spdr Total Stock Market | $0 | – | -4,459 | -100.0% | -0.03% | – |
ZTS | Exit | Zoetis Inc | $0 | – | -1,064 | -100.0% | -0.03% | – |
ALB | Exit | Albemarle Corp | $0 | – | -1,160 | -100.0% | -0.03% | – |
VCSH | Exit | Vanguard Short Term Cor | $0 | – | -3,381 | -100.0% | -0.03% | – |
TNA | Exit | Direxion Daily Small Cap | $0 | – | -3,200 | -100.0% | -0.03% | – |
VEA | Exit | Vanguard Ftse Developed | $0 | – | -5,230 | -100.0% | -0.03% | – |
ABNB | Exit | Airbnb Inc | $0 | – | -1,611 | -100.0% | -0.03% | – |
AMD | Exit | Advanced Micro Devic | $0 | – | -1,905 | -100.0% | -0.03% | – |
BMY | Exit | Bristol-Myers Squibb | $0 | – | -4,500 | -100.0% | -0.03% | – |
NVO | Exit | Novo-Nordisk A-Sadr | $0 | – | -2,527 | -100.0% | -0.03% | – |
VDE | Exit | Vanguard Energy Etf | $0 | – | -3,631 | -100.0% | -0.03% | – |
CMCSA | Exit | Comcast Corporation | $0 | – | -5,533 | -100.0% | -0.03% | – |
CRM | Exit | Salesforce Com | $0 | – | -1,112 | -100.0% | -0.03% | – |
CL | Exit | Colgate-Palmolive Co | $0 | – | -3,495 | -100.0% | -0.03% | – |
GPC | Exit | Genuine Parts Co | $0 | – | -2,182 | -100.0% | -0.03% | – |
IWS | Exit | Ishares Russell Mid Cap | $0 | – | -2,570 | -100.0% | -0.03% | – |
TRMK | Exit | Trustmark Corp | $0 | – | -9,606 | -100.0% | -0.03% | – |
PYPL | Exit | Paypal Holdings Inco | $0 | – | -1,716 | -100.0% | -0.03% | – |
GLD | Exit | Spdr Gold Shares Etf | $0 | – | -1,954 | -100.0% | -0.03% | – |
VV | Exit | Vanguard Large Cap Etf | $0 | – | -1,485 | -100.0% | -0.03% | – |
LYB | Exit | Lyondellbasell Inds | $0 | – | -3,585 | -100.0% | -0.03% | – |
NKE | Exit | Nike Inc | $0 | – | -2,052 | -100.0% | -0.04% | – |
MS | Exit | Morgan Stanley | $0 | – | -3,467 | -100.0% | -0.04% | – |
Exit | Motley Fool Mid Cap | $0 | – | -11,520 | -100.0% | -0.04% | – | |
DFAS | Exit | Dimensional U S Small | $0 | – | -5,839 | -100.0% | -0.04% | – |
VGT | Exit | Vanguard Information | $0 | – | -754 | -100.0% | -0.04% | – |
FISI | Exit | Financial Institutn | $0 | – | -10,954 | -100.0% | -0.04% | – |
VIOV | Exit | Vanguard S&P Small Cap | $0 | – | -2,000 | -100.0% | -0.04% | – |
PM | Exit | Philip Morris Intl | $0 | – | -3,824 | -100.0% | -0.04% | – |
BABA | Exit | Alibaba Group Hldgadr | $0 | – | -3,079 | -100.0% | -0.04% | – |
ADBE | Exit | Adobe Systems Inc | $0 | – | -647 | -100.0% | -0.04% | – |
WBA | Exit | Walgreens Boots Alli | $0 | – | -7,126 | -100.0% | -0.04% | – |
PRU | Exit | Prudential Financial | $0 | – | -3,622 | -100.0% | -0.04% | – |
ASML | Exit | Asml Hldgs Nv | $0 | – | -491 | -100.0% | -0.04% | – |
GILD | Exit | Gilead Sciences Inc | $0 | – | -5,529 | -100.0% | -0.04% | – |
ED | Exit | Consolidated Edison | $0 | – | -4,640 | -100.0% | -0.04% | – |
BP | Exit | Bp Plcadr | $0 | – | -14,935 | -100.0% | -0.04% | – |
SMH | Exit | Vaneck Vectors | $0 | – | -1,352 | -100.0% | -0.04% | – |
MPC | Exit | Marathon Pete Corp | $0 | – | -6,690 | -100.0% | -0.04% | – |
RWJ | Exit | Invesco S&P Smallcap 600 | $0 | – | -3,500 | -100.0% | -0.04% | – |
PPG | Exit | Ppg Industries Inc | $0 | – | -2,527 | -100.0% | -0.04% | – |
DFAT | Exit | Dimensional U S Targeted | $0 | – | -9,466 | -100.0% | -0.05% | – |
SHOP | Exit | Shopify Inc | $0 | – | -332 | -100.0% | -0.05% | – |
PPL | Exit | Ppl Corporation | $0 | – | -14,995 | -100.0% | -0.05% | – |
AMAT | Exit | Applied Materials | $0 | – | -2,863 | -100.0% | -0.05% | – |
VHT | Exit | Vanguard Health Care | $0 | – | -1,749 | -100.0% | -0.05% | – |
IJS | Exit | Ishares S&P Small Cap | $0 | – | -4,448 | -100.0% | -0.05% | – |
LIN | Exit | Linde Plc | $0 | – | -1,330 | -100.0% | -0.05% | – |
VTV | Exit | Vanguard Value Etf | $0 | – | -3,131 | -100.0% | -0.05% | – |
IBB | Exit | Ishares Nasdaq | $0 | – | -3,130 | -100.0% | -0.05% | – |
SBUX | Exit | Starbucks Corp | $0 | – | -4,056 | -100.0% | -0.05% | – |
UNH | Exit | Unitedhealth Grp Inc | $0 | – | -948 | -100.0% | -0.05% | – |
ORCL | Exit | Oracle Corporation | $0 | – | -5,398 | -100.0% | -0.05% | – |
ADP | Exit | Auto Data Processing | $0 | – | -1,984 | -100.0% | -0.05% | – |
COST | Exit | Costco Wholesale Co | $0 | – | -854 | -100.0% | -0.05% | – |
IWF | Exit | Ishares Russell | $0 | – | -1,623 | -100.0% | -0.05% | – |
CTVA | Exit | Corteva Inc | $0 | – | -10,470 | -100.0% | -0.05% | – |
ABT | Exit | Abbott Laboratories | $0 | – | -3,566 | -100.0% | -0.05% | – |
SQ | Exit | Square Inc | $0 | – | -3,128 | -100.0% | -0.05% | – |
GS | Exit | Goldman Sachs Group | $0 | – | -1,394 | -100.0% | -0.06% | – |
MA | Exit | Mastercard Inc | $0 | – | -1,471 | -100.0% | -0.06% | – |
SO | Exit | Southern Company | $0 | – | -7,918 | -100.0% | -0.06% | – |
MMM | Exit | 3m Company | $0 | – | -3,059 | -100.0% | -0.06% | – |
CVS | Exit | Cvs Health Corp | $0 | – | -5,398 | -100.0% | -0.06% | – |
ETR | Exit | Entergy Corp | $0 | – | -5,031 | -100.0% | -0.06% | – |
SCHF | Exit | Schwab International | $0 | – | -14,518 | -100.0% | -0.06% | – |
VIG | Exit | Vanguard Dividend | $0 | – | -3,339 | -100.0% | -0.06% | – |
Exit | Motley Fool Global | $0 | – | -18,183 | -100.0% | -0.06% | – | |
IJR | Exit | Ishares Core S&P Small | $0 | – | -5,105 | -100.0% | -0.06% | – |
CGC | Exit | Canopy Growth Corpor | $0 | – | -68,148 | -100.0% | -0.06% | – |
AXP | Exit | American Express Co | $0 | – | -3,654 | -100.0% | -0.06% | – |
GLW | Exit | Corning Inc | $0 | – | -16,068 | -100.0% | -0.06% | – |
ARKK | Exit | Ark Innovation Etf | $0 | – | -6,496 | -100.0% | -0.06% | – |
TD | Exit | Toronto Dominion Bnk | $0 | – | -8,101 | -100.0% | -0.06% | – |
TMO | Exit | Thermo Fisher Scntfc | $0 | – | -976 | -100.0% | -0.07% | – |
MCD | Exit | Mc Donalds Corp | $0 | – | -2,610 | -100.0% | -0.07% | – |
ABBV | Exit | Abbvie Inc | $0 | – | -5,145 | -100.0% | -0.07% | – |
IBM | Exit | Ibm Corp | $0 | – | -5,277 | -100.0% | -0.07% | – |
HWC | Exit | Hancock Holding Co | $0 | – | -14,071 | -100.0% | -0.07% | – |
VONG | Exit | Vanguard Russell 1000 | $0 | – | -9,540 | -100.0% | -0.08% | – |
FHN | Exit | First Horizon Natl | $0 | – | -50,207 | -100.0% | -0.08% | – |
MO | Exit | Altria Group Inc | $0 | – | -17,681 | -100.0% | -0.09% | – |
CAT | Exit | Caterpillar Inc | $0 | – | -4,017 | -100.0% | -0.09% | – |
PSX | Exit | Phillips | $0 | – | -11,801 | -100.0% | -0.09% | – |
CSCO | Exit | Cisco Systems Inc | $0 | – | -13,555 | -100.0% | -0.09% | – |
STZ | Exit | Constellation Brand | $0 | – | -3,571 | -100.0% | -0.09% | – |
AMGN | Exit | Amgen Incorporated | $0 | – | -4,007 | -100.0% | -0.09% | – |
HON | Exit | Honeywell Intl Inc | $0 | – | -4,381 | -100.0% | -0.09% | – |
F | Exit | Ford Motor Company | $0 | – | -44,274 | -100.0% | -0.10% | – |
NSC | Exit | Norfolk Southern Co | $0 | – | -3,148 | -100.0% | -0.10% | – |
BAC | Exit | Bank Of America Corp | $0 | – | -21,519 | -100.0% | -0.10% | – |
WFC | Exit | Wells Fargo Bk N A | $0 | – | -20,609 | -100.0% | -0.10% | – |
LOW | Exit | Lowes Companies Inc | $0 | – | -3,867 | -100.0% | -0.10% | – |
UNP | Exit | Union Pacific Corp | $0 | – | -3,981 | -100.0% | -0.10% | – |
COP | Exit | Conocophillips | $0 | – | -13,941 | -100.0% | -0.10% | – |
VB | Exit | Vanguard Small Cap Etf | $0 | – | -4,498 | -100.0% | -0.10% | – |
VOO | Exit | Vanguard S&P 500 Etf | $0 | – | -2,354 | -100.0% | -0.11% | – |
FB | Exit | Facebook Inc | $0 | – | -3,192 | -100.0% | -0.11% | – |
AEP | Exit | Amer Electric Pwr Co | $0 | – | -12,177 | -100.0% | -0.11% | – |
VFH | Exit | Vanguard Financials Etf | $0 | – | -11,200 | -100.0% | -0.11% | – |
RDSA | Exit | Royal Dutch Shelladr | $0 | – | -25,236 | -100.0% | -0.11% | – |
LUV | Exit | Southwest Airlines | $0 | – | -25,778 | -100.0% | -0.11% | – |
DUK | Exit | Duke Energy Corp | $0 | – | -10,692 | -100.0% | -0.12% | – |
POOL | Exit | Pool Corporation | $0 | – | -2,089 | -100.0% | -0.12% | – |
V | Exit | Visa Inc | $0 | – | -5,487 | -100.0% | -0.12% | – |
SLB | Exit | Schlumberger Ltd | $0 | – | -40,820 | -100.0% | -0.13% | – |
INTC | Exit | Intel Corp | $0 | – | -24,903 | -100.0% | -0.13% | – |
UPS | Exit | United Parcel Srvc | $0 | – | -5,998 | -100.0% | -0.13% | – |
GSK | Exit | Glaxosmithkline Plcadr | $0 | – | -30,162 | -100.0% | -0.14% | – |
WMT | Exit | Wal-Mart Stores Inc | $0 | – | -9,790 | -100.0% | -0.15% | – |
DIS | Exit | Walt Disney Co | $0 | – | -9,298 | -100.0% | -0.15% | – |
VTI | Exit | Vanguard Total Stock | $0 | – | -6,143 | -100.0% | -0.15% | – |
PEP | Exit | Pepsico Incorporated | $0 | – | -8,515 | -100.0% | -0.15% | – |
BA | Exit | Boeing Co | $0 | – | -7,635 | -100.0% | -0.16% | – |
MAR | Exit | Marriott Intl Inc | $0 | – | -9,267 | -100.0% | -0.16% | – |
SCHB | Exit | Schwab US Broad Market | $0 | – | -13,936 | -100.0% | -0.16% | – |
KO | Exit | Coca Cola Company | $0 | – | -26,510 | -100.0% | -0.16% | – |
VBK | Exit | Vanguard Small Cap | $0 | – | -5,756 | -100.0% | -0.17% | – |
BHP | Exit | Bhp Billiton Ltdadr | $0 | – | -28,078 | -100.0% | -0.18% | – |
NEE | Exit | Nextera Energy Inc | $0 | – | -18,897 | -100.0% | -0.18% | – |
GOOG | Exit | Alphabet Inc | $0 | – | -610 | -100.0% | -0.18% | – |
VZ | Exit | Verizon Communicatn | $0 | – | -34,506 | -100.0% | -0.18% | – |
DIA | Exit | Spdr Dow Jones | $0 | – | -5,406 | -100.0% | -0.20% | – |
CVE | Exit | Cenovus Energy Inc | $0 | – | -163,000 | -100.0% | -0.21% | – |
BRKB | Exit | Berkshire Hathaway | $0 | – | -7,275 | -100.0% | -0.22% | – |
GOOGL | Exit | Alphabet Inc | $0 | – | -756 | -100.0% | -0.23% | – |
MRK | Exit | Merck & Co Inc | $0 | – | -28,665 | -100.0% | -0.23% | – |
DE | Exit | Deere & Co | $0 | – | -6,805 | -100.0% | -0.24% | – |
TSLA | Exit | Tesla Inc | $0 | – | -2,267 | -100.0% | -0.25% | – |
NVDA | Exit | Nvidia Corp | $0 | – | -8,141 | -100.0% | -0.25% | – |
IWM | Exit | Ishares Russell | $0 | – | -12,369 | -100.0% | -0.28% | – |
PFE | Exit | Pfizer Incorporated | $0 | – | -46,749 | -100.0% | -0.28% | – |
PG | Exit | Procter & Gamble | $0 | – | -17,181 | -100.0% | -0.29% | – |
IWD | Exit | Ishares Russell | $0 | – | -20,648 | -100.0% | -0.36% | – |
LLY | Exit | Eli Lilly & Company | $0 | – | -13,595 | -100.0% | -0.39% | – |
UL | Exit | Unilever Plc | $0 | – | -72,794 | -100.0% | -0.40% | – |
EPD | Exit | Enterprise Products Lp | $0 | – | -180,806 | -100.0% | -0.41% | – |
KMB | Exit | Kimberly-Clark Corp | $0 | – | -27,960 | -100.0% | -0.41% | – |
VUSB | Exit | Vanguard Ultra Short | $0 | – | -80,359 | -100.0% | -0.41% | – |
WM | Exit | Waste Management Inc | $0 | – | -24,876 | -100.0% | -0.43% | – |
T | Exit | A T & T Inc | $0 | – | -181,948 | -100.0% | -0.46% | – |
AMZN | Exit | Amazon Com Inc | $0 | – | -1,590 | -100.0% | -0.55% | – |
SU | Exit | Suncor Energy Inc | $0 | – | -227,298 | -100.0% | -0.59% | – |
JNJ | Exit | Johnson & Johnson | $0 | – | -33,837 | -100.0% | -0.60% | – |
CVX | Exit | Chevron Corporation | $0 | – | -60,416 | -100.0% | -0.73% | – |
VBR | Exit | Vanguard Small Cap Value | $0 | – | -41,220 | -100.0% | -0.76% | – |
HD | Exit | Home Depot Inc | $0 | – | -18,297 | -100.0% | -0.78% | – |
IWN | Exit | Ishares Russell 2000 | $0 | – | -66,437 | -100.0% | -1.14% | – |
JPM | Exit | Jpmorgan Chase & Co | $0 | – | -73,874 | -100.0% | -1.21% | – |
SPYG | Exit | Spdr S&P 500 Growth Etf | $0 | – | -163,817 | -100.0% | -1.22% | – |
MSFT | Exit | Microsoft Corp | $0 | – | -36,544 | -100.0% | -1.27% | – |
XOM | Exit | Exxon Mobil Corp | $0 | – | -231,848 | -100.0% | -1.46% | – |
PXD | Exit | Pioneer Natural Res | $0 | – | -81,340 | -100.0% | -1.52% | – |
EOG | Exit | Eog Resources Inc | $0 | – | -217,648 | -100.0% | -1.99% | – |
VYM | Exit | Vanguard High Dividend | $0 | – | -253,960 | -100.0% | -2.94% | – |
SCHD | Exit | Schwab US Dividend | $0 | – | -507,580 | -100.0% | -4.23% | – |
AAPL | Exit | Apple Inc | $0 | – | -296,598 | -100.0% | -5.43% | – |
SCHM | Exit | Charles Schwab US Mc | $0 | – | -779,610 | -100.0% | -6.47% | – |
SLYV | Exit | Spdr S&P 600 Small Cap | $0 | – | -752,116 | -100.0% | -6.57% | – |
MDY | Exit | Spdr S&P Midcap 400 Etf | $0 | – | -270,646 | -100.0% | -14.45% | – |
SPY | Exit | Spdr S&P 500 Etf | $0 | – | -627,922 | -100.0% | -30.75% | – |
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.