$761 Million is the total value of CX Institutional's 854 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 21.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Buy | Vanguard ETF/USAetp | $34,529,000 | +28.6% | 241,460 | +6.5% | 4.54% | +3.5% |
| IVV | Buy | iShares ETFs/USAetp | $33,745,000 | +80.2% | 108,963 | +50.4% | 4.43% | +45.1% |
| VO | Buy | Vanguard ETF/USAetp | $28,640,000 | +31.3% | 174,729 | +5.4% | 3.76% | +5.7% |
| USMV | Buy | iShares ETFs/USAetp | $26,890,000 | +86.3% | 442,883 | +65.7% | 3.53% | +50.1% |
| GBIL | Buy | Goldman Sachs ETF Trustetp | $23,397,000 | +9.4% | 232,865 | +9.7% | 3.07% | -11.9% |
| SPTS | Buy | State Street ETF/USAetp | $21,480,000 | +17.2% | 699,221 | +17.2% | 2.82% | -5.6% |
| SHY | Buy | iShares ETFs/USAetp | $18,754,000 | +116.9% | 216,682 | +117.2% | 2.46% | +74.6% |
| DLN | Buy | WisdomTree ETFs/USAetp | $15,754,000 | +17.3% | 169,791 | +2.3% | 2.07% | -5.6% |
| VUG | Buy | Vanguard ETF/USAetp | $13,522,000 | +214.0% | 66,913 | +143.5% | 1.78% | +152.8% |
| VB | Buy | Vanguard ETF/USAetp | $10,311,000 | +32.8% | 70,758 | +5.2% | 1.36% | +6.9% |
| IEFA | Buy | iShares ETFs/USAetp | $10,038,000 | +8705.3% | 175,613 | +7562.0% | 1.32% | +6842.1% |
| EFAV | Buy | iShares ETFs/USAetp | $9,287,000 | +8.0% | 140,582 | +1.4% | 1.22% | -13.0% |
| XLY | Buy | State Street ETF/USAetp | $8,258,000 | +33.8% | 64,659 | +2.7% | 1.08% | +7.7% |
| XLB | Buy | State Street ETF/USAetp | $8,215,000 | +36.5% | 145,784 | +9.1% | 1.08% | +9.9% |
| XLC | Buy | State Street ETF/USAetp | $7,997,000 | +34.0% | 147,985 | +9.7% | 1.05% | +7.9% |
| XLI | Buy | State Street ETF/USAetp | $7,768,000 | +28.9% | 113,066 | +10.7% | 1.02% | +3.9% |
| XLV | Buy | State Street ETF/USAetp | $7,385,000 | +36.5% | 73,796 | +20.8% | 0.97% | +9.9% |
| XLF | Buy | State Street ETF/USAetp | $7,286,000 | +23.4% | 314,881 | +11.1% | 0.96% | -0.6% |
| IDV | Buy | iShares ETFs/USAetp | $7,245,000 | +22.6% | 288,385 | +10.3% | 0.95% | -1.2% |
| VOT | Buy | Vanguard ETF/USAetp | $6,626,000 | +220766.7% | 40,136 | +148551.9% | 0.87% | – |
| REGL | Buy | ProShares ETFs/USAetp | $6,162,000 | +23.7% | 116,275 | +5.1% | 0.81% | -0.2% |
| UNH | Buy | UNITEDHEALTH GRP | $6,034,000 | +32.2% | 20,479 | +11.9% | 0.79% | +6.4% |
| AMGN | Buy | AMGEN INC | $5,758,000 | +23.1% | 24,431 | +5.9% | 0.76% | -0.8% |
| MSFT | Buy | MICROSOFT CORP | $5,707,000 | +40.4% | 28,042 | +8.8% | 0.75% | +13.1% |
| GIGB | Buy | Goldman Sachs ETF Trustetp | $5,638,000 | +14.9% | 102,329 | +6.8% | 0.74% | -7.5% |
| PEP | Buy | PEPSICO INC | $5,360,000 | +18.3% | 40,527 | +7.4% | 0.70% | -4.7% |
| ORCL | Buy | ORACLE CORP | $5,109,000 | +32.9% | 92,451 | +16.2% | 0.67% | +7.0% |
| CMCSA | Buy | COMCAST CORP-A | $4,934,000 | +38.1% | 126,342 | +21.5% | 0.65% | +11.1% |
| IGHG | Buy | ProShares ETFs/USAetp | $4,495,000 | +952.7% | 63,681 | +870.5% | 0.59% | +744.3% |
| AGG | Buy | iShares ETFs/USAetp | $4,162,000 | +14.4% | 35,279 | +11.9% | 0.55% | -7.8% |
| AXP | Buy | AMERICAN EXPRESS | $4,070,000 | +40.4% | 42,927 | +26.8% | 0.54% | +13.1% |
| PGR | Buy | PROGRESSIVE CORP | $4,029,000 | +21.7% | 50,292 | +12.2% | 0.53% | -2.0% |
| EEMV | Buy | iShares ETFs/USAetp | $3,998,000 | +12.0% | 76,877 | +1.1% | 0.52% | -9.8% |
| HYG | New | ISHARES IBOXX HIGH YLD CORPetp | $3,919,000 | – | 48,211 | +100.0% | 0.52% | – |
| COST | Buy | COSTCO WHOLESALE | $3,920,000 | +16.4% | 12,947 | +9.6% | 0.52% | -6.4% |
| AAPL | Buy | APPLE INC | $3,895,000 | +61.7% | 10,677 | +12.7% | 0.51% | +30.3% |
| WM | Buy | WASTE MANAGEMENT | $3,767,000 | +34.2% | 35,596 | +17.4% | 0.50% | +8.1% |
| WMT | Buy | WALMART INC | $3,749,000 | +14.6% | 31,308 | +8.7% | 0.49% | -7.7% |
| MTUM | Buy | iShares ETFs/USAetp | $3,735,000 | +15462.5% | 28,511 | +12742.8% | 0.49% | +12175.0% |
| VBK | Buy | Vanguard ETF/USAetp | $3,679,000 | +91875.0% | 18,430 | +65721.4% | 0.48% | +48200.0% |
| IMTM | Buy | iShares ETFs/USAetp | $3,651,000 | +27984.6% | 116,401 | +22904.2% | 0.48% | +23900.0% |
| DVYE | Buy | iShares ETFs/USAetp | $3,505,000 | +23.9% | 111,719 | +11.2% | 0.46% | 0.0% |
| MGC | Buy | Vanguard ETF/USAetp | $3,089,000 | +65.2% | 28,224 | +37.2% | 0.41% | +33.1% |
| VOE | Buy | Vanguard ETF/USAetp | $3,055,000 | +29.4% | 31,924 | +9.9% | 0.40% | +4.2% |
| PSX | Buy | PHILLIPS 66 | $3,050,000 | +56.3% | 42,500 | +16.9% | 0.40% | +26.1% |
| KO | Buy | COCA-COLA CO/THE | $2,989,000 | +32.7% | 66,976 | +31.5% | 0.39% | +6.8% |
| SPIB | Buy | State Street ETF/USAetp | $2,976,000 | +15.5% | 81,472 | +7.5% | 0.39% | -6.9% |
| JPM | Buy | JPMORGAN CHASE | $2,853,000 | +21.4% | 30,332 | +16.2% | 0.38% | -2.1% |
| RTX | Buy | RAYTHEON TECHNOL | $2,845,000 | +452.4% | 46,196 | +746.9% | 0.37% | +345.2% |
| USB | Buy | US BANCORP | $2,820,000 | +30.5% | 75,082 | +19.7% | 0.37% | +5.1% |
| ANTM | Buy | ANTHEM INC | $2,799,000 | +31.7% | 10,673 | +14.0% | 0.37% | +6.1% |
| GD | Buy | GENERAL DYNAMICS | $2,763,000 | +34.1% | 18,620 | +19.6% | 0.36% | +8.0% |
| LMT | Buy | LOCKHEED MARTIN | $2,710,000 | +14.8% | 7,427 | +6.6% | 0.36% | -7.5% |
| MPC | Buy | MARATHON PETROLE | $2,655,000 | +79.4% | 69,835 | +11.5% | 0.35% | +44.8% |
| LOW | Buy | LOWE'S COS INC | $2,643,000 | +82.3% | 19,602 | +16.4% | 0.35% | +46.4% |
| AON | Buy | AON PLC | $2,636,000 | +17.2% | 13,684 | +0.4% | 0.35% | -5.7% |
| IUSG | Buy | iShares ETFs/USAetp | $2,575,000 | +65.8% | 35,822 | +31.7% | 0.34% | +33.6% |
| BBY | Buy | BEST BUY CO INC | $2,566,000 | +103.5% | 29,396 | +32.8% | 0.34% | +63.6% |
| ENZL | New | ISHARES MSCI NEW ZEALAND ETFetp | $2,534,000 | – | 44,723 | +100.0% | 0.33% | – |
| TSCO | Buy | TRACTOR SUPPLY | $2,521,000 | +79.6% | 19,177 | +15.5% | 0.33% | +44.5% |
| NOC | Buy | NORTHROP GRUMMAN | $2,510,000 | +9.5% | 8,164 | +7.8% | 0.33% | -11.8% |
| EWZ | New | ISHARES MSCI BRAZIL ETFetp | $2,465,000 | – | 85,720 | +100.0% | 0.32% | – |
| MS | Buy | MORGAN STANLEY | $2,458,000 | +82.6% | 50,566 | +27.8% | 0.32% | +46.8% |
| EFNL | New | ISHARES MSCI FINLAND ETFetp | $2,445,000 | – | 68,300 | +100.0% | 0.32% | – |
| INDA | Buy | iShares ETFs/USAetp | $2,424,000 | +40300.0% | 83,524 | +30949.8% | 0.32% | +31800.0% |
| EWC | Buy | iShares ETFs/USAetp | $2,382,000 | +26366.7% | 92,047 | +21558.1% | 0.31% | +31200.0% |
| EWK | Buy | iShares ETFs/USAetp | $2,352,000 | +26033.3% | 142,295 | +22558.4% | 0.31% | +30800.0% |
| GREK | New | GLOBAL X MSCI GREECE ETFetp | $2,337,000 | – | 118,277 | +100.0% | 0.31% | – |
| RHI | Buy | ROBERT HALF INTL | $2,319,000 | +93.1% | 43,758 | +37.5% | 0.30% | +55.6% |
| EWO | New | ISHARES MSCI AUSTRIA ETFetp | $2,303,000 | – | 154,145 | +100.0% | 0.30% | – |
| PGAL | Buy | Global X ETFs/USAetp | $2,303,000 | +25488.9% | 248,461 | +21505.3% | 0.30% | +30200.0% |
| ACN | Buy | ACCENTURE PLC-A | $2,295,000 | +59.8% | 10,720 | +21.9% | 0.30% | +29.1% |
| HII | Buy | HUNTINGTON INGAL | $2,294,000 | +13.7% | 13,181 | +19.0% | 0.30% | -8.5% |
| SNA | Buy | SNAP-ON INC | $2,136,000 | +68.5% | 15,444 | +32.6% | 0.28% | +35.7% |
| HON | Buy | HONEYWELL INTL | $2,122,000 | +23.8% | 14,673 | +14.5% | 0.28% | -0.4% |
| VLO | Buy | VALERO ENERGY | $2,127,000 | +54.2% | 36,161 | +18.9% | 0.28% | +24.0% |
| AOS | Buy | SMITH (A.O.)CORP | $2,118,000 | +58.5% | 44,279 | +25.3% | 0.28% | +27.5% |
| TMUS | Buy | T-MOBILE US INC | $2,111,000 | +48.1% | 20,308 | +19.6% | 0.28% | +19.4% |
| TFC | Buy | TRUIST FINANCIAL | $2,078,000 | +53.6% | 54,991 | +25.3% | 0.27% | +23.5% |
| MDLZ | Buy | MONDELEZ INTER-A | $2,073,000 | +24.8% | 40,602 | +22.4% | 0.27% | +0.4% |
| PCAR | Buy | PACCAR INC | $2,064,000 | +49.5% | 27,603 | +22.2% | 0.27% | +20.4% |
| BK | Buy | BANK NY MELLON | $2,035,000 | +34.6% | 52,429 | +16.8% | 0.27% | +8.1% |
| JNJ | Buy | JOHNSON&JOHNSON | $2,028,000 | +16.7% | 14,424 | +8.8% | 0.27% | -6.3% |
| AJG | Buy | ARTHUR J GALLAGH | $2,019,000 | +64.4% | 20,712 | +37.5% | 0.26% | +32.5% |
| HEFA | Buy | iShares ETFs/USAetp | $2,003,000 | +1502.4% | 72,595 | +1306.1% | 0.26% | +1215.0% |
| HFC | Buy | HOLLYFRONTIER CO | $1,998,000 | +40.5% | 68,357 | +17.8% | 0.26% | +13.4% |
| CE | Buy | CELANESE CORP | $1,976,000 | +55.2% | 22,855 | +31.8% | 0.26% | +25.0% |
| SYY | Buy | SYSCO CORP | $1,961,000 | +31.5% | 36,182 | +10.7% | 0.26% | +6.2% |
| PKG | Buy | PACKAGING CORP | $1,927,000 | +30.6% | 19,326 | +13.8% | 0.25% | +5.0% |
| HIG | Buy | HARTFORD FINL SV | $1,903,000 | +45.8% | 48,162 | +30.1% | 0.25% | +17.4% |
| IPG | Buy | INTERPUBLIC GRP | $1,892,000 | +44.9% | 107,954 | +33.8% | 0.25% | +16.9% |
| IBM | Buy | IBM | $1,888,000 | +39.2% | 15,668 | +28.1% | 0.25% | +12.2% |
| ABC | Buy | AMERISOURCEBERGE | $1,884,000 | +25.6% | 18,721 | +10.5% | 0.25% | +1.2% |
| AVY | Buy | AVERY DENNISON | $1,854,000 | +47.1% | 16,286 | +31.6% | 0.24% | +18.4% |
| RSG | Buy | REPUBLIC SVCS | $1,860,000 | +56.2% | 22,669 | +42.8% | 0.24% | +25.8% |
| VGT | Buy | Vanguard ETF/USAetp | $1,841,000 | +20355.6% | 6,604 | +15623.8% | 0.24% | +24100.0% |
| TJX | Buy | TJX COS INC | $1,840,000 | +34.8% | 36,383 | +27.5% | 0.24% | +8.5% |
| PG | Buy | PROCTER & GAMBLE | $1,833,000 | +25.2% | 15,331 | +15.2% | 0.24% | +0.8% |
| LLY | Buy | ELI LILLY & CO | $1,835,000 | +21.1% | 11,179 | +2.4% | 0.24% | -2.4% |
| VWO | Buy | Vanguard ETF/USAetp | $1,811,000 | +18.7% | 45,714 | +0.5% | 0.24% | -4.4% |
| TSN | Buy | TYSON FOODS-A | $1,782,000 | +21.2% | 29,714 | +17.0% | 0.23% | -2.5% |
| SPMD | Buy | State Street ETF/USAetp | $1,769,000 | +34.7% | 56,605 | +9.2% | 0.23% | +8.4% |
| AMZN | Buy | AMAZON.COM INC | $1,768,000 | +119.1% | 641 | +54.8% | 0.23% | +75.8% |
| XPH | Buy | State Street ETF/USAetp | $1,743,000 | +87050.0% | 40,552 | +60425.4% | 0.23% | – |
| MDT | Buy | MEDTRONIC PLC | $1,720,000 | +21.0% | 18,796 | +19.2% | 0.23% | -2.6% |
| SO | Buy | SOUTHERN CO | $1,673,000 | +28.4% | 32,078 | +33.3% | 0.22% | +3.3% |
| WFC | Buy | WELLS FARGO & CO | $1,676,000 | +7.3% | 65,463 | +20.3% | 0.22% | -13.7% |
| WBA | Buy | WALGREENS BOOTS | $1,665,000 | +16.9% | 39,068 | +25.5% | 0.22% | -5.6% |
| IAU | New | ISHARES GOLD TRUSTetp | $1,664,000 | – | 97,929 | +100.0% | 0.22% | – |
| ITA | Buy | iShares ETFs/USAetp | $1,657,000 | +82750.0% | 10,059 | +66960.0% | 0.22% | – |
| ROST | Buy | ROSS STORES INC | $1,655,000 | +23.7% | 19,448 | +26.4% | 0.22% | -0.5% |
| BIL | New | SPDR BBG BARC 1-3 MONTH TBILetp | $1,502,000 | – | 16,406 | +100.0% | 0.20% | – |
| BRKB | Buy | BERKSHIRE HATH-B | $1,444,000 | +2.6% | 8,090 | +5.1% | 0.19% | -17.4% |
| SCHB | Buy | Schwab ETFs/USAetp | $1,421,000 | +30.1% | 19,347 | +7.1% | 0.19% | +5.1% |
| CIBR | Buy | First Trust ETFs/USAetp | $1,412,000 | +53.1% | 42,733 | +19.5% | 0.19% | +24.0% |
| SPSM | Buy | State Street ETF/USAetp | $1,362,000 | +35.3% | 51,255 | +11.1% | 0.18% | +9.1% |
| SPEM | Buy | State Street ETF/USAetp | $1,313,000 | +29.0% | 39,252 | +9.7% | 0.17% | +4.2% |
| EFG | Buy | iShares ETFs/USAetp | $1,287,000 | +26.1% | 15,490 | +7.9% | 0.17% | +1.2% |
| GOOGL | Buy | ALPHABET INC-A | $1,217,000 | +160.6% | 858 | +113.4% | 0.16% | +110.5% |
| FM | Buy | iShares ETFs/USAetp | $1,219,000 | +39.6% | 50,392 | +23.3% | 0.16% | +12.7% |
| NUBD | Buy | Nuveen ETFs/USAetp | $1,175,000 | +496.4% | 43,519 | +485.6% | 0.15% | +381.2% |
| MA | Buy | MASTERCARD INC-A | $1,151,000 | +112.4% | 3,893 | +73.4% | 0.15% | +71.6% |
| FB | Buy | FACEBOOK INC-A | $1,141,000 | +101.9% | 5,025 | +48.4% | 0.15% | +63.0% |
| ABBV | Buy | ABBVIE INC | $1,144,000 | +69.5% | 11,647 | +31.4% | 0.15% | +36.4% |
| FTLS | Buy | First Trust ETFs/USAetp | $1,046,000 | +116.6% | 25,500 | +97.7% | 0.14% | +73.4% |
| AOA | Buy | iShares ETFs/USAetp | $997,000 | +17.4% | 18,170 | +1.6% | 0.13% | -5.1% |
| MMC | Buy | MARSH & MCLENNAN | $983,000 | +27.7% | 9,159 | +2.8% | 0.13% | +2.4% |
| V | Buy | VISA INC-CLASS A | $939,000 | +65.9% | 4,863 | +38.5% | 0.12% | +33.7% |
| NVS | Buy | NOVARTIS AG-ADR | $895,000 | +7.7% | 10,246 | +1.6% | 0.12% | -13.2% |
| QAI | Buy | IndexIQ ETF Trustetp | $899,000 | +15.3% | 29,655 | +8.3% | 0.12% | -7.1% |
| CVX | Buy | CHEVRON CORP | $889,000 | +31.1% | 9,964 | +6.5% | 0.12% | +5.4% |
| FL | Buy | FOOT LOCKER INC | $874,000 | +46.6% | 29,957 | +10.8% | 0.12% | +18.6% |
| XOM | Buy | EXXON MOBIL CORP | $862,000 | +35.3% | 19,279 | +14.9% | 0.11% | +8.7% |
| DRI | Buy | DARDEN RESTAURAN | $813,000 | +54.9% | 10,727 | +11.3% | 0.11% | +24.4% |
| WTMF | Buy | WisdomTree ETFs/USAetp | $807,000 | +4.5% | 23,065 | +8.3% | 0.11% | -15.9% |
| CFG | Buy | CITIZENS FINANCI | $792,000 | +56.5% | 31,307 | +16.4% | 0.10% | +25.3% |
| CSCO | Buy | CISCO SYSTEMS | $782,000 | +49.0% | 16,761 | +25.6% | 0.10% | +19.8% |
| FITB | Buy | FIFTH THIRD BANC | $780,000 | +47.2% | 40,475 | +13.4% | 0.10% | +18.6% |
| IVLU | Buy | iShares ETFs/USAetp | $772,000 | +37.6% | 39,517 | +23.9% | 0.10% | +9.8% |
| KEY | Buy | KEYCORP | $768,000 | +35.0% | 63,059 | +15.0% | 0.10% | +8.6% |
| HBAN | Buy | HUNTINGTON BANC | $749,000 | +26.3% | 82,867 | +14.7% | 0.10% | +1.0% |
| MRK | Buy | MERCK & CO | $727,000 | +20.0% | 9,399 | +19.4% | 0.10% | -3.0% |
| BRO | Buy | BROWN & BROWN | $726,000 | +15.6% | 17,821 | +2.7% | 0.10% | -6.9% |
| EFX | Buy | EQUIFAX INC | $704,000 | +46.1% | 4,093 | +1.4% | 0.09% | +17.7% |
| NVDA | Buy | NVIDIA CORP | $711,000 | +756.6% | 1,871 | +497.8% | 0.09% | +564.3% |
| AGGY | Buy | WisdomTree ETFs/USAetp | $710,000 | +7.3% | 13,184 | +2.8% | 0.09% | -13.9% |
| EMR | Buy | EMERSON ELEC CO | $699,000 | +31.6% | 11,272 | +1.2% | 0.09% | +5.7% |
| KMB | Buy | KIMBERLY-CLARK | $700,000 | +14.6% | 4,950 | +3.6% | 0.09% | -8.0% |
| GOOG | Buy | ALPHABET INC-C | $694,000 | +255.9% | 491 | +192.3% | 0.09% | +184.4% |
| GWW | Buy | WW GRAINGER INC | $695,000 | +27.3% | 2,212 | +0.7% | 0.09% | +2.2% |
| ADBE | Buy | ADOBE INC | $686,000 | +757.5% | 1,575 | +525.0% | 0.09% | +592.3% |
| DAL | Buy | DELTA AIR LI | $680,000 | +24.8% | 24,177 | +26.5% | 0.09% | 0.0% |
| NFLX | Buy | NETFLIX INC | $614,000 | +639.8% | 1,350 | +508.1% | 0.08% | +478.6% |
| VEA | Buy | Vanguard ETF/USAetp | $607,000 | +24.4% | 15,649 | +7.0% | 0.08% | 0.0% |
| PKI | Buy | PERKINELMER INC | $596,000 | +30.7% | 6,072 | +0.3% | 0.08% | +5.4% |
| PBW | Buy | Invesco ETFs/USAetp | $579,000 | +80.4% | 14,240 | +18.9% | 0.08% | +46.2% |
| NUDM | Buy | Nuveen ETFs/USAetp | $569,000 | +113.9% | 23,475 | +85.3% | 0.08% | +74.4% |
| SPYG | Buy | State Street ETF/USAetp | $564,000 | +51.6% | 12,557 | +20.6% | 0.07% | +21.3% |
| SHW | Buy | SHERWIN-WILLIAMS | $546,000 | +26.7% | 945 | +0.7% | 0.07% | +2.9% |
| CRL | Buy | CHARLES RIVER LA | $542,000 | +38.6% | 3,107 | +0.2% | 0.07% | +10.9% |
| NULG | Buy | Nuveen ETFs/USAetp | $531,000 | +198.3% | 11,568 | +129.4% | 0.07% | +141.4% |
| ICLN | Buy | iShares ETFs/USAetp | $515,000 | +56.5% | 41,136 | +19.5% | 0.07% | +25.9% |
| INKM | Buy | State Street ETF/USAetp | $518,000 | +21.9% | 17,067 | +10.5% | 0.07% | -1.4% |
| QCLN | Buy | First Trust ETFs/USAetp | $519,000 | +73.6% | 17,483 | +17.1% | 0.07% | +38.8% |
| TAN | Buy | Invesco ETFs/USAetp | $496,000 | +68.7% | 13,751 | +18.0% | 0.06% | +35.4% |
| SUSB | Buy | iShares ETFs/USAetp | $490,000 | +504.9% | 18,852 | +479.2% | 0.06% | +392.3% |
| IUSV | Buy | iShares ETFs/USAetp | $477,000 | +34.4% | 9,142 | +18.8% | 0.06% | +8.6% |
| IYLD | Buy | iShares ETFs/USAetp | $473,000 | +25.1% | 21,304 | +12.8% | 0.06% | 0.0% |
| AOM | Buy | iShares ETFs/USAetp | $454,000 | +22.7% | 11,386 | +13.0% | 0.06% | 0.0% |
| IAGG | Buy | iShares ETFs/USAetp | $453,000 | +8.9% | 8,133 | +7.0% | 0.06% | -11.8% |
| KRE | New | SPDR S&P REGIONAL BANKINGetp | $455,000 | – | 11,854 | +100.0% | 0.06% | – |
| CLX | Buy | CLOROX CO | $444,000 | +32.1% | 2,022 | +4.4% | 0.06% | +5.5% |
| NANR | Buy | State Street ETF/USAetp | $434,000 | +63.8% | 14,935 | +23.3% | 0.06% | +32.6% |
| BSCM | Buy | Invesco ETFs/USAetp | $429,000 | +333.3% | 19,680 | +320.5% | 0.06% | +250.0% |
| MOO | Buy | VanEck Vectors ETFs/USAetp | $428,000 | +45.6% | 7,121 | +24.4% | 0.06% | +16.7% |
| NULV | Buy | Nuveen ETFs/USAetp | $425,000 | +102.4% | 15,227 | +76.6% | 0.06% | +64.7% |
| NUMV | Buy | Nuveen ETFs/USAetp | $422,000 | +122.1% | 17,590 | +87.0% | 0.06% | +77.4% |
| MMM | Buy | 3M CO | $416,000 | +21.6% | 2,664 | +6.5% | 0.06% | -1.8% |
| GNR | Buy | State Street ETF/USAetp | $410,000 | +49.6% | 11,104 | +25.5% | 0.05% | +20.0% |
| WOOD | Buy | iShares ETFs/USAetp | $413,000 | +44.9% | 7,438 | +25.5% | 0.05% | +17.4% |
| PAVE | Buy | Global X ETFs/USAetp | $411,000 | +53.4% | 26,944 | +23.8% | 0.05% | +22.7% |
| IGF | Buy | iShares ETFs/USAetp | $413,000 | +40.0% | 10,786 | +24.9% | 0.05% | +12.5% |
| NFRA | Buy | FlexShares ETFs/USAetp | $394,000 | +34.9% | 8,253 | +22.0% | 0.05% | +8.3% |
| ADP | Buy | AUTOMATIC DATA | $391,000 | +17.8% | 2,627 | +8.2% | 0.05% | -5.6% |
| DOV | Buy | DOVER CORP | $382,000 | +15.8% | 3,959 | +0.7% | 0.05% | -7.4% |
| NUSC | Buy | Nuveen ETFs/USAetp | $370,000 | +138.7% | 13,486 | +88.5% | 0.05% | +96.0% |
| INFR | Buy | Legg Mason ETF Investment Trusetp | $375,000 | +31.1% | 14,014 | +23.5% | 0.05% | +4.3% |
| MDIV | Buy | First Trust ETFs/USAetp | $335,000 | +31.4% | 24,486 | +12.6% | 0.04% | +4.8% |
| CVY | Buy | Invesco ETFs/USAetp | $327,000 | +35.1% | 19,922 | +13.7% | 0.04% | +10.3% |
| NUMG | Buy | Nuveen ETFs/USAetp | $314,000 | +132.6% | 8,060 | +74.7% | 0.04% | +86.4% |
| VNQ | Buy | Vanguard ETF/USAetp | $301,000 | +24.4% | 3,834 | +10.6% | 0.04% | +2.6% |
| ROK | Buy | ROCKWELL AUTOMAT | $298,000 | +56.8% | 1,401 | +11.4% | 0.04% | +25.8% |
| SCHH | Buy | Schwab ETFs/USAetp | $299,000 | +21.1% | 8,493 | +12.5% | 0.04% | -2.5% |
| NUEM | Buy | Nuveen ETFs/USAetp | $289,000 | +54.5% | 11,552 | +29.7% | 0.04% | +22.6% |
| MUB | Buy | iShares ETFs/USAetp | $249,000 | +857.7% | 2,160 | +827.0% | 0.03% | +725.0% |
| TIPX | Buy | State Street ETF/USAetp | $254,000 | +8.5% | 12,494 | +5.0% | 0.03% | -13.2% |
| ADI | Buy | ANALOG DEVICES | $247,000 | +53.4% | 2,011 | +12.2% | 0.03% | +23.1% |
| APD | Buy | AIR PRODS & CHEM | $247,000 | +42.0% | 1,022 | +17.5% | 0.03% | +14.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $237,000 | +3.9% | 4,365 | +6.5% | 0.03% | -16.2% |
| XLRE | Buy | State Street ETF/USAetp | $237,000 | +19.1% | 6,811 | +6.2% | 0.03% | -3.1% |
| SYK | Buy | STRYKER CORP | $219,000 | +31.9% | 1,215 | +22.0% | 0.03% | +7.4% |
| PANW | Buy | PALO ALTO NETWOR | $204,000 | +67.2% | 887 | +18.7% | 0.03% | +35.0% |
| REM | Buy | iShares ETFs/USAetp | $181,000 | +67.6% | 7,288 | +26.3% | 0.02% | +33.3% |
| GPC | Buy | GENUINE PARTS CO | $185,000 | +31.2% | 2,122 | +1.3% | 0.02% | +4.3% |
| K | Buy | KELLOGG CO | $175,000 | +14.4% | 2,652 | +4.1% | 0.02% | -8.0% |
| INTC | Buy | INTEL CORP | $166,000 | +295.2% | 2,777 | +262.1% | 0.02% | +214.3% |
| CHTR | Buy | CHARTER COMMUN-A | $171,000 | +80.0% | 335 | +53.7% | 0.02% | +46.7% |
| NKE | Buy | NIKE INC -CL B | $163,000 | +150.8% | 1,667 | +110.7% | 0.02% | +90.9% |
| UNP | Buy | UNION PAC CORP | $159,000 | +28.2% | 940 | +6.6% | 0.02% | +5.0% |
| PYPL | Buy | PAYPAL HOLDINGS | $156,000 | +642.9% | 895 | +312.4% | 0.02% | +566.7% |
| OTIS | New | OTIS WORLDWIDE CORP | $151,000 | – | 2,663 | +100.0% | 0.02% | – |
| SBUX | Buy | STARBUCKS CORP | $154,000 | +33.9% | 2,093 | +20.0% | 0.02% | +5.3% |
| D | Buy | DOMINION ENERGY | $150,000 | +20.0% | 1,843 | +6.7% | 0.02% | 0.0% |
| MO | Buy | ALTRIA GROUP INC | $154,000 | +5.5% | 3,933 | +4.4% | 0.02% | -16.7% |
| DIS | Buy | WALT DISNEY CO | $152,000 | +137.5% | 1,359 | +104.7% | 0.02% | +100.0% |
| MAS | Buy | MASCO CORP | $142,000 | +54.3% | 2,824 | +6.6% | 0.02% | +26.7% |
| ZTS | Buy | ZOETIS INC | $129,000 | +50.0% | 941 | +28.9% | 0.02% | +21.4% |
| CRM | Buy | SALESFORCE.COM | $125,000 | +635.3% | 668 | +461.3% | 0.02% | +433.3% |
| GL | Buy | GLOBE LIFE INC | $125,000 | +4.2% | 1,680 | +0.9% | 0.02% | -20.0% |
| CARR | New | CARRIER GLOBAL CORP | $118,000 | – | 5,332 | +100.0% | 0.02% | – |
| AZO | Buy | AUTOZONE INC | $116,000 | +50.6% | 103 | +13.2% | 0.02% | +15.4% |
| SPTI | Buy | State Street ETF/USAetp | $115,000 | +447.6% | 3,449 | +454.5% | 0.02% | +400.0% |
| PAYX | Buy | PAYCHEX INC | $114,000 | +40.7% | 1,503 | +16.9% | 0.02% | +15.4% |
| C | Buy | CITIGROUP INC | $115,000 | +238.2% | 2,257 | +178.0% | 0.02% | +150.0% |
| BR | Buy | BROADRIDGE FINL | $113,000 | +46.8% | 897 | +9.9% | 0.02% | +15.4% |
| TMO | Buy | THERMO FISHER | $110,000 | +37.5% | 304 | +7.8% | 0.01% | +7.7% |
| CB | Buy | CHUBB LTD | $108,000 | +89.5% | 849 | +65.2% | 0.01% | +55.6% |
| JNK | New | SPDR BBG BARC HIGH YIELD BNDetp | $104,000 | – | 1,030 | +100.0% | 0.01% | – |
| BAC | Buy | BANK OF AMERICA | $110,000 | +46.7% | 4,620 | +31.2% | 0.01% | +16.7% |
| AMAT | Buy | APPLIED MATERIAL | $97,000 | +76.4% | 1,606 | +34.8% | 0.01% | +44.4% |
| LIN | Buy | LINDE PLC | $102,000 | +292.3% | 480 | +220.0% | 0.01% | +225.0% |
| EQIX | Buy | EQUINIX INCreit | $96,000 | +43.3% | 136 | +25.9% | 0.01% | +18.2% |
| CL | Buy | COLGATE-PALMOLIV | $100,000 | +96.1% | 1,370 | +77.9% | 0.01% | +62.5% |
| AMT | Buy | AMERICAN TOWER Creit | $100,000 | +100.0% | 386 | +68.6% | 0.01% | +62.5% |
| BAX | Buy | BAXTER INTL INC | $88,000 | +8.6% | 1,022 | +2.7% | 0.01% | -7.7% |
| DON | Buy | WisdomTree ETFs/USAetp | $91,000 | +44.4% | 3,209 | +23.8% | 0.01% | +20.0% |
| TROW | Buy | T ROWE PRICE GRP | $88,000 | +87.2% | 716 | +48.5% | 0.01% | +50.0% |
| TXN | Buy | TEXAS INSTRUMENT | $92,000 | +100.0% | 723 | +58.2% | 0.01% | +50.0% |
| AVGO | Buy | BROADCOM INC | $94,000 | +248.1% | 298 | +163.7% | 0.01% | +200.0% |
| DHR | Buy | DANAHER CORP | $92,000 | +196.8% | 523 | +130.4% | 0.01% | +140.0% |
| UPS | Buy | UNITED PARCEL-B | $89,000 | +45.9% | 803 | +23.9% | 0.01% | +20.0% |
| ITW | Buy | ILLINOIS TOOL WO | $95,000 | +93.9% | 545 | +57.1% | 0.01% | +50.0% |
| STLD | Buy | STEEL DYNAMICS | $83,000 | +88.6% | 3,179 | +63.9% | 0.01% | +57.1% |
| FIS | Buy | FIDELITY NATIONA | $85,000 | +286.4% | 635 | +250.8% | 0.01% | +175.0% |
| DD | Buy | DUPONT DE NEMOUR | $86,000 | +87.0% | 1,619 | +20.7% | 0.01% | +37.5% |
| KHC | Buy | KRAFT HEINZ CO/T | $80,000 | +53.8% | 2,495 | +19.3% | 0.01% | +37.5% |
| DEM | Buy | WisdomTree ETFs/USAetp | $75,000 | +11.9% | 2,078 | +0.1% | 0.01% | -9.1% |
| QCOM | Buy | QUALCOMM INC | $73,000 | +97.3% | 805 | +47.4% | 0.01% | +66.7% |
| T | Buy | AT&T INC | $69,000 | +6.2% | 2,281 | +1.6% | 0.01% | -18.2% |
| BLK | Buy | BLACKROCK INC | $67,000 | +157.7% | 123 | +112.1% | 0.01% | +125.0% |
| CCI | Buy | CROWN CASTLE INTreit | $69,000 | +23.2% | 411 | +5.7% | 0.01% | 0.0% |
| GILD | Buy | GILEAD SCIENCES | $67,000 | +9.8% | 870 | +7.0% | 0.01% | -10.0% |
| ALL | Buy | ALLSTATE CORP | $69,000 | +25.5% | 716 | +19.7% | 0.01% | 0.0% |
| NTRS | Buy | NORTHERN TRUST | $66,000 | +37.5% | 831 | +31.9% | 0.01% | +12.5% |
| CAT | Buy | CATERPILLAR INC | $65,000 | +35.4% | 512 | +24.9% | 0.01% | +12.5% |
| TGT | Buy | TARGET CORP | $58,000 | +52.6% | 482 | +18.4% | 0.01% | +33.3% |
| FAST | Buy | FASTENAL CO | $62,000 | +67.6% | 1,444 | +22.6% | 0.01% | +33.3% |
| EXPD | Buy | EXPEDITORS INTL | $61,000 | +64.9% | 803 | +43.6% | 0.01% | +33.3% |
| ECL | Buy | ECOLAB INC | $64,000 | +93.9% | 324 | +52.8% | 0.01% | +60.0% |
| ETN | Buy | EATON CORP PLC | $63,000 | +53.7% | 725 | +36.8% | 0.01% | +14.3% |
| SPGI | Buy | S&P GLOBAL INC | $59,000 | +268.8% | 179 | +179.7% | 0.01% | +166.7% |
| INTU | Buy | INTUIT INC | $60,000 | +200.0% | 201 | +133.7% | 0.01% | +166.7% |
| CMG | Buy | CHIPOTLE MEXICAN | $59,000 | +168.2% | 56 | +69.7% | 0.01% | +100.0% |
| CSX | Buy | CSX CORP | $62,000 | +195.2% | 886 | +145.4% | 0.01% | +166.7% |
| PM | Buy | PHILIP MORRIS IN | $63,000 | +800.0% | 900 | +889.0% | 0.01% | +700.0% |
| AOK | Buy | iShares ETFs/USAetp | $55,000 | +129.2% | 1,497 | +113.2% | 0.01% | +75.0% |
| NOW | Buy | SERVICENOW INC | $56,000 | +133.3% | 138 | +64.3% | 0.01% | +75.0% |
| REGN | Buy | REGENERON PHARM | $50,000 | +66.7% | 80 | +31.1% | 0.01% | +40.0% |
| BNDX | Buy | Vanguard ETF/USAetp | $54,000 | +2600.0% | 928 | +2408.1% | 0.01% | – |
| POOL | Buy | POOL CORP | $49,000 | +40.0% | 181 | +2.8% | 0.01% | 0.0% |
| GM | Buy | GENERAL MOTORS C | $49,000 | +512.5% | 1,951 | +377.0% | 0.01% | +500.0% |
| CI | Buy | CIGNA CORP | $47,000 | +17.5% | 249 | +11.7% | 0.01% | -14.3% |
| AMD | Buy | ADV MICRO DEVICE | $42,000 | +50.0% | 790 | +28.2% | 0.01% | +20.0% |
| WHR | Buy | WHIRLPOOL CORP | $44,000 | +120.0% | 341 | +43.9% | 0.01% | +100.0% |
| RMD | Buy | RESMED INC | $46,000 | +76.9% | 241 | +37.7% | 0.01% | +50.0% |
| GS | Buy | GOLDMAN SACHS GP | $49,000 | +250.0% | 249 | +183.0% | 0.01% | +200.0% |
| BKNG | Buy | BOOKING HOLDINGS | $45,000 | +104.5% | 28 | +75.0% | 0.01% | +50.0% |
| ISRG | Buy | INTUITIVE SURGIC | $43,000 | +330.0% | 76 | +261.9% | 0.01% | +200.0% |
| EL | Buy | ESTEE LAUDER | $46,000 | +24.3% | 243 | +4.7% | 0.01% | 0.0% |
| DG | Buy | DOLLAR GENERAL C | $42,000 | +147.1% | 221 | +95.6% | 0.01% | +100.0% |
| ROP | Buy | ROPER TECHNOLOGI | $48,000 | +100.0% | 123 | +59.7% | 0.01% | +50.0% |
| BDX | Buy | BECTON DICKINSON | $45,000 | +87.5% | 186 | +80.6% | 0.01% | +50.0% |
| MTD | Buy | METTLER-TOLEDO | $42,000 | +61.5% | 52 | +40.5% | 0.01% | +50.0% |
| ICE | Buy | INTERCONTINENTAL | $35,000 | +250.0% | 377 | +214.2% | 0.01% | +150.0% |
| ADSK | Buy | AUTODESK INC | $38,000 | +442.9% | 160 | +233.3% | 0.01% | +400.0% |
| EBAY | Buy | EBAY INC | $35,000 | +1650.0% | 668 | +790.7% | 0.01% | – |
| PPG | Buy | PPG INDS INC | $35,000 | +218.2% | 327 | +144.0% | 0.01% | +150.0% |
| SBAC | Buy | SBA COMM CORPreit | $35,000 | +34.6% | 116 | +19.6% | 0.01% | +25.0% |
| F | Buy | FORD MOTOR CO | $36,000 | +80.0% | 5,840 | +39.1% | 0.01% | +66.7% |
| ATVI | Buy | ACTIVISION BLIZZ | $41,000 | +173.3% | 542 | +119.4% | 0.01% | +150.0% |
| SCHW | Buy | SCHWAB (CHARLES) | $41,000 | +64.0% | 1,222 | +64.0% | 0.01% | +25.0% |
| VRTX | Buy | VERTEX PHARM | $38,000 | +46.2% | 130 | +20.4% | 0.01% | +25.0% |
| VOD | Buy | VODAFONE GRP-ADR | $37,000 | +1133.3% | 2,305 | +938.3% | 0.01% | – |
| VOO | Buy | Vanguard ETF/USAetp | $37,000 | +825.0% | 131 | +589.5% | 0.01% | +400.0% |
| LRCX | Buy | LAM RESEARCH | $35,000 | +218.2% | 107 | +137.8% | 0.01% | +150.0% |
| CMS | Buy | CMS ENERGY CORP | $36,000 | +2.9% | 609 | +2.5% | 0.01% | -16.7% |
| MGA | Buy | MAGNA INTL | $34,000 | +3300.0% | 761 | +1711.9% | 0.00% | – |
| XEL | Buy | XCEL ENERGY INC | $29,000 | +38.1% | 456 | +28.1% | 0.00% | +33.3% |
| ILMN | Buy | ILLUMINA INC | $34,000 | +112.5% | 93 | +60.3% | 0.00% | +33.3% |
| EA | Buy | ELECTRONIC ARTS | $31,000 | +287.5% | 237 | +185.5% | 0.00% | +300.0% |
| MCO | Buy | MOODY'S CORP | $34,000 | +209.1% | 122 | +144.0% | 0.00% | +100.0% |
| NEM | Buy | NEWMONT CORP | $31,000 | +82.4% | 505 | +31.9% | 0.00% | +33.3% |
| GTN | New | GRAY TELEVISION INC | $28,000 | – | 2,000 | +100.0% | 0.00% | – |
| NSC | Buy | NORFOLK SOUTHERN | $32,000 | +166.7% | 185 | +128.4% | 0.00% | +100.0% |
| AMG | New | AFFILIATED MANAGERS GROUP | $30,000 | – | 396 | +100.0% | 0.00% | – |
| SNPS | Buy | SYNOPSYS INC | $32,000 | +113.3% | 162 | +36.1% | 0.00% | +100.0% |
| MKC | Buy | MCCORMICK-N/V | $27,000 | +58.8% | 153 | +25.4% | 0.00% | +33.3% |
| FLOT | New | ISHARES FLOATING RATE BOND Eetp | $27,000 | – | 531 | +100.0% | 0.00% | – |
| GPN | Buy | GLOBAL PAYMENTS | $29,000 | +141.7% | 169 | +98.8% | 0.00% | +100.0% |
| ORLY | Buy | O'REILLY AUTOMOT | $28,000 | +250.0% | 67 | +168.0% | 0.00% | +300.0% |
| KEYS | Buy | KEYSIGHT TEC | $28,000 | +47.4% | 281 | +20.6% | 0.00% | +33.3% |
| LUMN | Buy | CENTURYLINK INC | $31,000 | +520.0% | 3,042 | +447.1% | 0.00% | +300.0% |
| MU | Buy | MICRON TECH | $28,000 | +211.1% | 552 | +162.9% | 0.00% | +300.0% |
| AKAM | Buy | AKAMAI TECHNOLOG | $33,000 | +37.5% | 308 | +15.8% | 0.00% | 0.0% |
| DE | Buy | DEERE & CO | $29,000 | +866.7% | 183 | +662.5% | 0.00% | – |
| CTSH | Buy | COGNIZANT TECH-A | $24,000 | +1100.0% | 428 | +943.9% | 0.00% | – |
| APH | Buy | AMPHENOL CORP-A | $20,000 | +150.0% | 204 | +78.9% | 0.00% | +200.0% |
| INFO | Buy | IHS MARKIT LTD | $22,000 | +633.3% | 292 | +472.5% | 0.00% | – |
| IQV | Buy | IQVIA HOLDINGS I | $20,000 | +900.0% | 140 | +775.0% | 0.00% | – |
| IDXX | Buy | IDEXX LABS | $20,000 | +900.0% | 62 | +675.0% | 0.00% | – |
| KMX | Buy | CARMAX INC | $21,000 | +110.0% | 229 | +25.1% | 0.00% | +50.0% |
| COF | Buy | CAPITAL ONE FINA | $22,000 | +266.7% | 350 | +173.4% | 0.00% | +200.0% |
| LBTYK | New | LIBERTY GLOBAL PLC- C | $25,000 | – | 1,157 | +100.0% | 0.00% | – |
| CDNS | Buy | CADENCE DESIGN | $20,000 | +233.3% | 208 | +139.1% | 0.00% | +200.0% |
| IVW | New | ISHARES S&P 500 GROWTH ETFetp | $22,000 | – | 106 | +100.0% | 0.00% | – |
| HLT | Buy | HILTON WORLDWIDE | $20,000 | +17.6% | 276 | +8.7% | 0.00% | 0.0% |
| DLR | Buy | DIGITAL REALTYreit | $23,000 | +35.3% | 162 | +32.8% | 0.00% | 0.0% |
| A | Buy | AGILENT TECH INC | $20,000 | +233.3% | 229 | +197.4% | 0.00% | +200.0% |
| PLD | Buy | PROLOGIS INCreit | $21,000 | +75.0% | 223 | +51.7% | 0.00% | +50.0% |
| VRSK | Buy | VERISK ANALYTI | $21,000 | +90.9% | 126 | +61.5% | 0.00% | +50.0% |
| DCI | Buy | DONALDSON CO INC | $20,000 | +900.0% | 434 | +985.0% | 0.00% | – |
| GGG | Buy | GRACO INC | $20,000 | +900.0% | 417 | +1058.3% | 0.00% | – |
| AWK | Buy | AMERICAN WATER W | $26,000 | +271.4% | 200 | +233.3% | 0.00% | +200.0% |
| EOG | Buy | EOG RESOURCES | $20,000 | +53.8% | 402 | +14.9% | 0.00% | +50.0% |
| MSI | Buy | MOTOROLA SOLUTIO | $21,000 | +10.5% | 153 | +7.0% | 0.00% | 0.0% |
| MNST | Buy | MONSTER BEVERAGE | $24,000 | +700.0% | 353 | +566.0% | 0.00% | – |
| NDSN | Buy | NORDSON CORP | $24,000 | +1100.0% | 127 | +876.9% | 0.00% | – |
| EW | Buy | EDWARDS LIFE | $22,000 | +46.7% | 322 | +302.5% | 0.00% | +50.0% |
| PII | Buy | POLARIS INC | $21,000 | +2000.0% | 225 | +1507.1% | 0.00% | – |
| KLAC | Buy | KLA CORP | $24,000 | +84.6% | 124 | +34.8% | 0.00% | +50.0% |
| MTB | Buy | M&T BANK CORP | $26,000 | +30.0% | 251 | +30.7% | 0.00% | 0.0% |
| AIG | Buy | AMERICAN INTERNA | $21,000 | +162.5% | 676 | +103.6% | 0.00% | +200.0% |
| CTAS | Buy | CINTAS CORP | $23,000 | +228.6% | 85 | +112.5% | 0.00% | +200.0% |
| KMI | Buy | KINDER MORGAN IN | $25,000 | +525.0% | 1,661 | +444.6% | 0.00% | +200.0% |
| PAYC | Buy | PAYCOM SOFTWARE | $23,000 | +53.3% | 75 | +4.2% | 0.00% | +50.0% |
| FISV | Buy | FISERV INC | $25,000 | +108.3% | 258 | +104.8% | 0.00% | +50.0% |
| EVRG | Buy | EVERGY INC | $23,000 | +21.1% | 382 | +12.7% | 0.00% | 0.0% |
| JCI | Buy | JOHNSON CONTROLS | $22,000 | +144.4% | 648 | +101.9% | 0.00% | +200.0% |
| ARE | Buy | ALEXANDRIA REALreit | $15,000 | +400.0% | 90 | +275.0% | 0.00% | – |
| ALXN | Buy | ALEXION PHARM | $15,000 | +200.0% | 131 | +118.3% | 0.00% | +100.0% |
| ALGN | Buy | ALIGN TECHNOLOGY | $13,000 | +333.3% | 47 | +213.3% | 0.00% | – |
| AME | Buy | AMETEK INC | $15,000 | +400.0% | 169 | +252.1% | 0.00% | – |
| ANSS | Buy | ANSYS INC | $17,000 | +142.9% | 57 | +90.0% | 0.00% | +100.0% |
| AVB | Buy | AVALONBAY COMMUNreit | $17,000 | +6.2% | 109 | +2.8% | 0.00% | -33.3% |
| BLL | Buy | BALL CORP | $15,000 | +150.0% | 215 | +136.3% | 0.00% | +100.0% |
| BSX | Buy | BOSTON SCIENTIFC | $16,000 | +23.1% | 451 | +17.1% | 0.00% | 0.0% |
| BFB | New | BROWN-FORMAN CORP-CLASS B | $18,000 | – | 277 | +100.0% | 0.00% | – |
| CME | Buy | CME GROUP INC | $17,000 | +70.0% | 106 | +89.3% | 0.00% | 0.0% |
| CPT | Buy | CAMDEN PROP TRreit | $15,000 | +25.0% | 164 | +6.5% | 0.00% | 0.0% |
| CPB | Buy | CAMPBELL SOUP CO | $12,000 | +20.0% | 240 | +15.9% | 0.00% | 0.0% |
| CAH | Buy | CARDINAL HEALTH | $13,000 | +160.0% | 241 | +127.4% | 0.00% | +100.0% |
| CHD | Buy | CHURCH & DWIGHT | $16,000 | +433.3% | 205 | +286.8% | 0.00% | – |
| CBSH | Buy | COMMERCE BCSHS | $19,000 | +850.0% | 318 | +893.8% | 0.00% | – |
| CAG | Buy | CONAGRA BRANDS I | $12,000 | +71.4% | 349 | +42.4% | 0.00% | +100.0% |
| CTVA | Buy | CORTEVA INC | $14,000 | +180.0% | 511 | +135.5% | 0.00% | +100.0% |
| CFR | Buy | CULLEN/FROST | $18,000 | +1700.0% | 237 | +1592.9% | 0.00% | – |
| DHI | Buy | DR HORTON INC | $12,000 | +1100.0% | 218 | +560.6% | 0.00% | – |
| DTE | Buy | DTE ENERGY CO | $13,000 | +116.7% | 124 | +87.9% | 0.00% | +100.0% |
| DLTR | Buy | DOLLAR TREE INC | $13,000 | +160.0% | 142 | +118.5% | 0.00% | +100.0% |
| DOW | Buy | DOW INC | $17,000 | +54.5% | 409 | +12.1% | 0.00% | 0.0% |
| ESS | Buy | ESSEX PROPERTYreit | $17,000 | +13.3% | 72 | +2.9% | 0.00% | 0.0% |
| FDX | Buy | FEDEX CORP | $12,000 | +71.4% | 88 | +60.0% | 0.00% | +100.0% |
| FRC | Buy | FIRST REPUBLIC B | $14,000 | +366.7% | 129 | +239.5% | 0.00% | – |
| FTNT | Buy | FORTINET INC | $18,000 | +157.1% | 132 | +83.3% | 0.00% | +100.0% |
| FTV | Buy | FORTIVE CORP | $16,000 | +433.3% | 231 | +362.0% | 0.00% | – |
| FSKR | New | FS KKR CAPITAL CORP II | $16,000 | – | 1,226 | +100.0% | 0.00% | – |
| HSY | Buy | HERSHEY CO/THE | $19,000 | +137.5% | 150 | +154.2% | 0.00% | +100.0% |
| HES | Buy | HESS CORP | $13,000 | +1200.0% | 246 | +1194.7% | 0.00% | – |
| HOLX | Buy | HOLOGIC INC | $12,000 | +300.0% | 210 | +176.3% | 0.00% | – |
| HRL | Buy | HORMEL FOODS CRP | $19,000 | +137.5% | 395 | +127.0% | 0.00% | +100.0% |
| INCY | Buy | INCYTE CORP | $15,000 | +114.3% | 145 | +59.3% | 0.00% | +100.0% |
| DBP | New | INVESCO DB PRECIOUS METALS Fetp | $18,000 | – | 374 | +100.0% | 0.00% | – |
| DGL | New | INVESCO DB GOLD FUNDetp | $14,000 | – | 263 | +100.0% | 0.00% | – |
| LQD | New | ISHARES IBOXX INVESTMENT GRAetp | $16,000 | – | 121 | +100.0% | 0.00% | – |
| TLT | New | ISHARES 20 YEAR TREASURY BOetp | $14,000 | – | 88 | +100.0% | 0.00% | – |
| IEF | Buy | iShares ETFs/USAetp | $19,000 | +111.1% | 155 | +109.5% | 0.00% | +100.0% |
| MBB | New | ISHARES MBS ETFetp | $19,000 | – | 170 | +100.0% | 0.00% | – |
| MKTX | Buy | MARKETAXESS | $16,000 | +700.0% | 31 | +520.0% | 0.00% | – |
| MAR | Buy | MARRIOTT INTL-A | $18,000 | +157.1% | 209 | +117.7% | 0.00% | +100.0% |
| MXIM | Buy | MAXIM INTEGRATED | $12,000 | +140.0% | 204 | +90.7% | 0.00% | +100.0% |
| MCK | Buy | MCKESSON CORP | $17,000 | +142.9% | 113 | +130.6% | 0.00% | +100.0% |
| MCHP | Buy | MICROCHIP TECH | $18,000 | +260.0% | 172 | +145.7% | 0.00% | +100.0% |
| NJR | Buy | NEW JERSEY RES | $17,000 | +1600.0% | 516 | +1512.5% | 0.00% | – |
| PPL | Buy | PPL CORP | $14,000 | +180.0% | 543 | +196.7% | 0.00% | +100.0% |
| PH | Buy | PARKER HANNIFIN | $15,000 | +150.0% | 84 | +82.6% | 0.00% | +100.0% |
| PXD | Buy | PIONEER NATURAL | $12,000 | +200.0% | 124 | +134.0% | 0.00% | +100.0% |
| PEG | Buy | PUB SERV ENTERP | $12,000 | +33.3% | 240 | +18.2% | 0.00% | +100.0% |
| PSA | Buy | PUBLIC STORAGEreit | $17,000 | +325.0% | 91 | +355.0% | 0.00% | +100.0% |
| SEIC | Buy | SEI INVESTMENTS | $18,000 | +1700.0% | 334 | +1291.7% | 0.00% | – |
| FLOW | Buy | SPX FLOW INC | $19,000 | +1800.0% | 508 | +958.3% | 0.00% | – |
| SLB | Buy | SCHLUMBERGER LTD | $16,000 | +128.6% | 862 | +70.7% | 0.00% | +100.0% |
| SRE | Buy | SEMPRA ENERGY | $19,000 | +58.3% | 164 | +50.5% | 0.00% | 0.0% |
| SIRI | New | SIRIUS XM HOLDINGS INC | $14,000 | – | 2,300 | +100.0% | 0.00% | – |
| SWKS | Buy | SKYWORKS SOLUTIO | $14,000 | +366.7% | 113 | +232.4% | 0.00% | – |
| TTWO | Buy | TAKE-TWO INTERAC | $12,000 | +140.0% | 86 | +115.0% | 0.00% | +100.0% |
| TFX | Buy | TELEFLEX INC | $12,000 | +300.0% | 33 | +266.7% | 0.00% | – |
| TDG | Buy | TRANSDIGM GROUP | $15,000 | +1400.0% | 34 | +750.0% | 0.00% | – |
| TWTR | Buy | TWITTER INC | $15,000 | +1400.0% | 512 | +1283.8% | 0.00% | – |
| ITM | New | VANECK AMT-FREE INTERM MUNIetp | $19,000 | – | 382 | +100.0% | 0.00% | – |
| VIG | New | VANGUARD DIVIDEND APPREC ETFetp | $17,000 | – | 141 | +100.0% | 0.00% | – |
| VRSN | Buy | VERISIGN INC | $17,000 | +1600.0% | 83 | +937.5% | 0.00% | – |
| WMB | Buy | WILLIAMS COS INC | $16,000 | +128.6% | 859 | +72.8% | 0.00% | +100.0% |
| YUM | Buy | YUM! BRANDS INC | $18,000 | +157.1% | 211 | +99.1% | 0.00% | +100.0% |
| ZBH | Buy | ZIMMER BIOMET HO | $12,000 | +300.0% | 100 | +270.4% | 0.00% | – |
| AMCR | Buy | AMCOR PLC | $12,000 | +50.0% | 1,180 | +25.0% | 0.00% | +100.0% |
| APTV | Buy | APTIV PLC | $12,000 | +300.0% | 160 | +190.9% | 0.00% | – |
| STE | Buy | STERIS PLC | $19,000 | +18.8% | 121 | +5.2% | 0.00% | -33.3% |
| PRGO | Buy | PERRIGO CO PLC | $13,000 | +62.5% | 239 | +47.5% | 0.00% | +100.0% |
| GRMN | Buy | GARMIN LTD | $12,000 | +300.0% | 120 | +200.0% | 0.00% | – |
| TEL | Buy | TE CONNECTIVITY | $19,000 | +111.1% | 227 | +61.0% | 0.00% | +100.0% |
| DISH | Buy | DISH NETWORK-A | $11,000 | +450.0% | 325 | +242.1% | 0.00% | – |
| OKE | Buy | ONEOK INC | $10,000 | +233.3% | 316 | +148.8% | 0.00% | – |
| KTB | Buy | KONTOOR BRAND | $10,000 | -9.1% | 580 | +4.7% | 0.00% | -50.0% |
| DISCK | Buy | DISCOVERY INC-C | $8,000 | +14.3% | 436 | +4.8% | 0.00% | 0.0% |
| LNC | Buy | LINCOLN NATL CRP | $4,000 | +100.0% | 110 | +18.3% | 0.00% | – |
| MYL | Buy | MYLAN NV | $7,000 | +600.0% | 446 | +682.5% | 0.00% | – |
| DFS | Buy | DISCOVER FINANCI | $11,000 | +175.0% | 218 | +107.6% | 0.00% | 0.0% |
| FANG | Buy | DIAMONDBACK ENER | $5,000 | +150.0% | 125 | +101.6% | 0.00% | – |
| TIF | Buy | TIFFANY & CO | $8,000 | 0.0% | 64 | +8.5% | 0.00% | 0.0% |
| PHM | Buy | PULTEGROUP INC | $4,000 | +300.0% | 125 | +197.6% | 0.00% | – |
| MRO | Buy | MARATHON OIL | $4,000 | +100.0% | 603 | +25.1% | 0.00% | – |
| XRAY | Buy | DENTSPLY SIRONA | $8,000 | +300.0% | 173 | +203.5% | 0.00% | – |
| DVA | Buy | DAVITA INC | $8,000 | +100.0% | 102 | +96.2% | 0.00% | 0.0% |
| QRVO | Buy | QORVO INC | $4,000 | +100.0% | 40 | +33.3% | 0.00% | – |
| JKHY | Buy | JACK HENRY | $11,000 | +266.7% | 62 | +181.8% | 0.00% | – |
| IWS | New | ISHARES RUSSELL MID-CAP VALUetp | $4,000 | – | 49 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SERVICES INC | $4,000 | – | 106 | +100.0% | 0.00% | – |
| ABMD | New | ABIOMED INC | $5,000 | – | 22 | +100.0% | 0.00% | – |
| ULTA | Buy | ULTA BEAUTY INC | $4,000 | +300.0% | 21 | +425.0% | 0.00% | – |
| HAL | Buy | HALLIBURTON CO | $9,000 | +125.0% | 668 | +13.2% | 0.00% | 0.0% |
| COO | Buy | COOPER COS INC | $8,000 | +14.3% | 28 | +7.7% | 0.00% | 0.0% |
| STZ | Buy | CONSTELLATION-A | $10,000 | +42.9% | 60 | +27.7% | 0.00% | 0.0% |
| HPQ | Buy | HP INC | $5,000 | +400.0% | 304 | +328.2% | 0.00% | – |
| URI | Buy | UNITED RENTALS | $7,000 | +600.0% | 45 | +542.9% | 0.00% | – |
| CXO | Buy | CONCHO RESOURCES | $7,000 | +40.0% | 135 | +17.4% | 0.00% | 0.0% |
| ODFL | Buy | OLD DOMINION FRT | $9,000 | +50.0% | 56 | +33.3% | 0.00% | 0.0% |
| RJF | Buy | RAYMOND JAMES | $8,000 | +700.0% | 111 | +1010.0% | 0.00% | – |
| CMA | Buy | COMERICA INC | $4,000 | +100.0% | 99 | +19.3% | 0.00% | – |
| CLF | Buy | CLEVELAND-CLIFFS | $5,000 | +25.0% | 907 | +0.2% | 0.00% | 0.0% |
| NLOK | Buy | NORTONLIFELOCK I | $7,000 | +600.0% | 356 | +947.1% | 0.00% | – |
| IT | Buy | GARTNER INC | $11,000 | +57.1% | 88 | +17.3% | 0.00% | 0.0% |
| KSU | Buy | KANSAS CITY SOUT | $4,000 | +300.0% | 29 | +163.6% | 0.00% | – |
| CERN | Buy | CERNER CORP | $10,000 | +100.0% | 142 | +69.0% | 0.00% | 0.0% |
| VEU | New | VANGUARD FTSE ALL-WORLD EX-Uetp | $6,000 | – | 128 | +100.0% | 0.00% | – |
| CNP | Buy | CENTERPOINT ENER | $7,000 | +75.0% | 376 | +51.6% | 0.00% | 0.0% |
| CNC | Buy | CENTENE CORP | $9,000 | +125.0% | 149 | +144.3% | 0.00% | 0.0% |
| FCX | Buy | FREEPORT-MCMORAN | $11,000 | +266.7% | 966 | +106.0% | 0.00% | – |
| BEN | Buy | FRANKLIN RES INC | $6,000 | +100.0% | 290 | +92.1% | 0.00% | – |
| CASY | Buy | CASEY'S GENERAL | $10,000 | +42.9% | 68 | +23.6% | 0.00% | 0.0% |
| VAR | Buy | VARIAN MEDICAL S | $7,000 | +75.0% | 61 | +69.4% | 0.00% | 0.0% |
| VTR | Buy | VENTAS INCreit | $8,000 | +300.0% | 228 | +240.3% | 0.00% | – |
| FOX | Buy | FOX CORP - B | $10,000 | +42.9% | 370 | +17.5% | 0.00% | 0.0% |
| FOXA | Buy | FOX CORP - A | $8,000 | +14.3% | 306 | +7.7% | 0.00% | 0.0% |
| CHRW | Buy | CH ROBINSON | $8,000 | +300.0% | 106 | +221.2% | 0.00% | – |
| FBHS | Buy | FORTUNE BRANDS H | $6,000 | +500.0% | 93 | +675.0% | 0.00% | – |
| L | Buy | LOEWS CORP | $4,000 | 0.0% | 127 | +18.7% | 0.00% | 0.0% |
| CDK | Buy | CDK GLOBAL INC | $5,000 | +66.7% | 129 | +43.3% | 0.00% | – |
| CBRE | Buy | CBRE GROUP INC-A | $11,000 | +175.0% | 241 | +109.6% | 0.00% | 0.0% |
| CBOE | New | CBOE GLOBAL MARKETS INC | $5,000 | – | 53 | +100.0% | 0.00% | – |
| BXP | Buy | BOSTON PROPERTIEreit | $6,000 | +100.0% | 61 | +74.3% | 0.00% | – |
| SIVB | Buy | SVB FINANCIAL GR | $7,000 | +133.3% | 31 | +40.9% | 0.00% | – |
| MLM | Buy | MARTIN MAR MTLS | $7,000 | +133.3% | 36 | +140.0% | 0.00% | – |
| BWA | New | BORGWARNER INC | $6,000 | – | 168 | +100.0% | 0.00% | – |
| JNPR | Buy | JUNIPER NETWORKS | $4,000 | +300.0% | 186 | +144.7% | 0.00% | – |
| VIAC | Buy | VIACOMCBS INC-B | $9,000 | +200.0% | 406 | +67.1% | 0.00% | – |
| FLT | Buy | FLEETCOR TECHNOL | $10,000 | +100.0% | 39 | +44.4% | 0.00% | 0.0% |
| HSIC | Buy | HENRY SCHEIN INC | $7,000 | +133.3% | 122 | +114.0% | 0.00% | – |
| VMC | Buy | VULCAN MATERIALS | $9,000 | +80.0% | 77 | +75.0% | 0.00% | 0.0% |
| NBL | Buy | NOBLE ENERGY INC | $4,000 | +100.0% | 399 | +20.2% | 0.00% | – |
| WAB | Buy | WABTEC CORP | $5,000 | +66.7% | 87 | +35.9% | 0.00% | – |
| WRB | Buy | WR BERKLEY CORP | $6,000 | +20.0% | 104 | +13.0% | 0.00% | 0.0% |
| BKR | Buy | BAKER HUGHES CO | $7,000 | +75.0% | 436 | +26.7% | 0.00% | 0.0% |
| LH | Buy | LABORATORY CP | $11,000 | +1000.0% | 65 | +1200.0% | 0.00% | – |
| WDC | Buy | WESTERN DIGITAL | $8,000 | +166.7% | 170 | +142.9% | 0.00% | – |
| WU | Buy | WESTERN UNION | $5,000 | +66.7% | 237 | +43.6% | 0.00% | – |
| WEX | Buy | WEX INC | $7,000 | +75.0% | 42 | +16.7% | 0.00% | 0.0% |
| WPM | New | WHEATON PRECIOUS METALS CORP | $4,000 | – | 81 | +100.0% | 0.00% | – |
| SEE | Buy | SEALED AIR CORP | $4,000 | +100.0% | 113 | +56.9% | 0.00% | – |
| FRME | Buy | FIRST MERCHANTS | $8,000 | +14.3% | 285 | +1.1% | 0.00% | 0.0% |
| ANET | Buy | ARISTA NETWORKS | $10,000 | +150.0% | 49 | +133.3% | 0.00% | 0.0% |
| FAF | Buy | FIRST AMERICAN F | $10,000 | +42.9% | 209 | +30.6% | 0.00% | 0.0% |
| ADM | Buy | ARCHER-DANIELS | $11,000 | +22.2% | 283 | +15.5% | 0.00% | 0.0% |
| FFIV | Buy | F5 NETWORKS | $5,000 | +400.0% | 37 | +362.5% | 0.00% | – |
| APA | New | APACHE CORP | $5,000 | – | 374 | +100.0% | 0.00% | – |
| XLNX | Buy | XILINX INC | $7,000 | +75.0% | 68 | +51.1% | 0.00% | 0.0% |
| NI | Buy | NISOURCE INC | $4,000 | +300.0% | 180 | +283.0% | 0.00% | – |
| ZBRA | Buy | ZEBRA TECH CORP | $8,000 | +60.0% | 31 | +6.9% | 0.00% | 0.0% |
| FMC | Buy | FMC CORP | $7,000 | +250.0% | 71 | +173.1% | 0.00% | – |
| J | Buy | JACOBS ENGIN GRP | $7,000 | +250.0% | 77 | +175.0% | 0.00% | – |
| FLIR | Buy | FLIR SYSTEMS | $4,000 | +100.0% | 103 | +60.9% | 0.00% | – |
| EXR | Buy | EXTRA SPACE STORreit | $6,000 | +50.0% | 69 | +76.9% | 0.00% | 0.0% |
| EXPE | Buy | EXPEDIA GROUP IN | $9,000 | +125.0% | 104 | +46.5% | 0.00% | 0.0% |
| ROL | Buy | ROLLINS INC | $11,000 | +266.7% | 261 | +190.0% | 0.00% | – |
| RE | Buy | EVEREST RE GROUP | $5,000 | +400.0% | 24 | +300.0% | 0.00% | – |
| AES | Buy | AES CORP | $8,000 | +700.0% | 542 | +426.2% | 0.00% | – |
| EXC | Buy | EXELON CORP | $7,000 | +75.0% | 198 | +100.0% | 0.00% | 0.0% |
| SJM | Buy | JM SMUCKER CO | $5,000 | +150.0% | 47 | +135.0% | 0.00% | – |
| ES | Buy | EVERSOURCE ENERG | $8,000 | +14.3% | 100 | +11.1% | 0.00% | 0.0% |
| EFV | New | ISHARES MSCI EAFE VALUE ETFetp | $5,000 | – | 124 | +100.0% | 0.00% | – |
| IEX | Buy | IDEX CORP | $8,000 | +60.0% | 50 | +31.6% | 0.00% | 0.0% |
| LYV | Buy | LIVE NATION ENTE | $6,000 | +20.0% | 125 | +7.8% | 0.00% | 0.0% |
| EPAM | Buy | EPAM SYSTEMS INC | $8,000 | +100.0% | 30 | +42.9% | 0.00% | 0.0% |
| AAP | New | ADVANCE AUTO PARTS INC | $7,000 | – | 49 | +100.0% | 0.00% | – |
| PNR | Buy | PENTAIR PLC | $4,000 | +300.0% | 97 | +102.1% | 0.00% | – |
| SWK | Buy | STANLEY BLACK & | $11,000 | +175.0% | 78 | +90.2% | 0.00% | 0.0% |
| TT | Buy | TRANE TECHNOLOGI | $7,000 | +40.0% | 77 | +40.0% | 0.00% | 0.0% |
| WLTW | Buy | WILLIS TOWERS WA | $9,000 | +350.0% | 48 | +433.3% | 0.00% | – |
| ETR | Buy | ENTERGY CORP | $6,000 | 0.0% | 69 | +16.9% | 0.00% | 0.0% |
| NRG | Buy | NRG ENERGY | $7,000 | +600.0% | 200 | +387.8% | 0.00% | – |
| NVR | New | NVR INC | $7,000 | – | 2 | +100.0% | 0.00% | – |
| EIX | Buy | EDISON INTL | $4,000 | +100.0% | 78 | +105.3% | 0.00% | – |
| MAA | Buy | MID-AMERICA APARreit | $6,000 | +500.0% | 50 | +900.0% | 0.00% | – |
| NOV | Buy | NATL OILWELL VAR | $4,000 | +100.0% | 316 | +38.0% | 0.00% | – |
| ETFC | New | ETRADE FINANCIAL CORP | $10,000 | – | 201 | +100.0% | 0.00% | – |
| NTAP | Buy | NETAPP INC | $8,000 | +166.7% | 170 | +165.6% | 0.00% | – |
| IPGP | Buy | IPG PHOTONICS | $5,000 | +400.0% | 34 | +161.5% | 0.00% | – |
| NWL | Buy | NEWELL BRANDS IN | $4,000 | +33.3% | 243 | +2.1% | 0.00% | – |
| SUI | Buy | SUN COMMUNITIESreit | $7,000 | +75.0% | 48 | +65.5% | 0.00% | 0.0% |
| NWSA | Buy | NEWS CORP-CL A | $5,000 | +150.0% | 405 | +46.2% | 0.00% | – |
| NWS | Buy | NEWS CORP-CL B | $6,000 | +200.0% | 472 | +72.9% | 0.00% | – |
| MHK | Buy | MOHAWK INDS | $5,000 | +400.0% | 50 | +257.1% | 0.00% | – |
| LW | Buy | LAMB WESTON | $4,000 | +300.0% | 57 | +235.3% | 0.00% | – |
| SYF | Buy | SYNCHRONY FINANC | $10,000 | +100.0% | 461 | +39.3% | 0.00% | 0.0% |
| LKQ | Buy | LKQ CORP | $5,000 | +400.0% | 181 | +570.4% | 0.00% | – |
| IWD | New | ISHARES RUSSELL 1000 VALUE Eetp | $6,000 | – | 53 | +100.0% | 0.00% | – |
| TMUSR | New | T-MOBILE US INC - RIGHTS | $6,000 | – | 20,271 | +100.0% | 0.00% | – |
| MGM | Buy | MGM RESORTS INTE | $6,000 | +100.0% | 336 | +43.6% | 0.00% | – |
| JBHT | Buy | HUNT (JB) TRANS | $9,000 | +200.0% | 75 | +167.9% | 0.00% | – |
| LBRDK | New | LIBERTY BROADBAND-C | $3,000 | – | 22 | +100.0% | 0.00% | – |
| OLLI | New | OLLIE'S BARGAIN OUTLET HOLDI | $2,000 | – | 21 | +100.0% | 0.00% | – |
| OHI | New | OMEGA HEALTHCARE INVESTORSreit | $1,000 | – | 27 | +100.0% | 0.00% | – |
| LEG | Buy | LEGGETT & PLATT | $3,000 | +200.0% | 89 | +242.3% | 0.00% | – |
| LAMR | New | LAMAR ADVERTISING CO-Areit | $1,000 | – | 13 | +100.0% | 0.00% | – |
| PTC | New | PTC INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| LB | New | L BRANDS INC | $1,000 | – | 34 | +100.0% | 0.00% | – |
| PBCT | Buy | PEOPLE'S UNITED | $2,000 | 0.0% | 144 | +4.3% | 0.00% | – |
| KSS | Buy | KOHLS CORP | $2,000 | +100.0% | 100 | +3.1% | 0.00% | – |
| KIM | Buy | KIMCO REALTYreit | $3,000 | +200.0% | 229 | +90.8% | 0.00% | – |
| JEF | New | JEFFERIES FINANCIAL GROUP IN | $2,000 | – | 134 | +100.0% | 0.00% | – |
| IWP | New | ISHARES RUSSELL MID-CAP GROWetp | $3,000 | – | 17 | +100.0% | 0.00% | – |
| RPM | New | RPM INTERNATIONAL INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| RL | Buy | RALPH LAUREN COR | $3,000 | +200.0% | 39 | +85.7% | 0.00% | – |
| RGA | New | REINSURANCE GROUP OF AMERICA | $1,000 | – | 9 | +100.0% | 0.00% | – |
| RFP | New | RESOLUTE FOREST PRODUCTS | $2,000 | – | 1,160 | +100.0% | 0.00% | – |
| IRM | New | IRON MOUNTAIN INCreit | $1,000 | – | 25 | +100.0% | 0.00% | – |
| IBKR | New | INTERACTIVE BROKERS GRO-CL A | $1,000 | – | 21 | +100.0% | 0.00% | – |
| NSP | New | INSPERITY INC | $2,000 | – | 26 | +100.0% | 0.00% | – |
| SLG | Buy | SL GREEN REALTYreit | $3,000 | +50.0% | 61 | +60.5% | 0.00% | – |
| IAA | New | IAA INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| HUN | New | HUNTSMAN CORP | $2,000 | – | 88 | +100.0% | 0.00% | – |
| HPP | New | HUDSON PACIFIC PROPERTIES INreit | $1,000 | – | 53 | +100.0% | 0.00% | – |
| HUBB | New | HUBBELL INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| HXL | New | HEXCEL CORP | $1,000 | – | 23 | +100.0% | 0.00% | – |
| XME | New | SPDR S&P METALS & MINING ETFetp | $1,000 | – | 70 | +100.0% | 0.00% | – |
| HOG | Buy | HARLEY-DAVIDSON | $3,000 | +50.0% | 115 | +25.0% | 0.00% | – |
| XHB | New | SPDR S&P HOMEBUILDERS ETFetp | $1,000 | – | 34 | +100.0% | 0.00% | – |
| SSNC | New | SS&C TECHNOLOGIES HOLDINGS | $2,000 | – | 39 | +100.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP | $2,000 | 0.0% | 47 | +9.3% | 0.00% | – |
| FHB | New | FIRST HAWAIIAN INC | $1,000 | – | 59 | +100.0% | 0.00% | – |
| FICO | New | FAIR ISAAC CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESEARCH SYSTEMS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $2,000 | – | 12 | +100.0% | 0.00% | – |
| SON | New | SONOCO PRODUCTS CO | $1,000 | – | 17 | +100.0% | 0.00% | – |
| STOR | New | STORE CAPITAL CORPreit | $1,000 | – | 47 | +100.0% | 0.00% | – |
| JETS | New | US GLOBAL JETS ETFetp | $1,000 | – | 41 | +100.0% | 0.00% | – |
| DORM | New | DORMAN PRODUCTS INC | $2,000 | – | 26 | +100.0% | 0.00% | – |
| DPZ | New | DOMINO'S PIZZA INC | $3,000 | – | 9 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| TER | New | TERADYNE INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
| TTC | New | TORO CO | $1,000 | – | 15 | +100.0% | 0.00% | – |
| DVN | Buy | DEVON ENERGY CO | $3,000 | +200.0% | 252 | +20.6% | 0.00% | – |
| TRMB | New | TRIMBLE INC | $1,000 | – | 27 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY C | $3,000 | +50.0% | 183 | +13.0% | 0.00% | – |
| UDR | Buy | UDR INCreit | $3,000 | +200.0% | 73 | +386.7% | 0.00% | – |
| UGI | New | UGI CORP | $1,000 | – | 29 | +100.0% | 0.00% | – |
| UI | New | UBIQUITI INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| UAA | New | UNDER ARMOUR INC-CLASS A | $1,000 | – | 145 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INC-CLASS C | $1,000 | – | 129 | +100.0% | 0.00% | – |
| UAL | Buy | UNITED AIRLINES | $3,000 | +200.0% | 98 | +172.2% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $1,000 | – | 7 | +100.0% | 0.00% | – |
| CLNC | New | COLONY CREDIT REAL ESTATE INreit | $1,000 | – | 77 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $1,000 | – | 24 | +100.0% | 0.00% | – |
| XEC | Buy | CIMAREX ENERGY C | $1,000 | 0.0% | 50 | +6.4% | 0.00% | – |
| VFH | New | VANGUARD FINANCIALS ETFetp | $1,000 | – | 12 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT CORP | $1,000 | – | 83 | +100.0% | 0.00% | – |
| CABO | New | CABLE ONE INC | $2,000 | – | 1 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HOLDINGS | $2,000 | – | 32 | +100.0% | 0.00% | – |
| TECH | New | BIO-TECHNE CORP | $2,000 | – | 6 | +100.0% | 0.00% | – |
| BIO | New | BIO-RAD LABORATORIES-A | $1,000 | – | 3 | +100.0% | 0.00% | – |
| BWXT | New | BWX TECHNOLOGIES INC | $2,000 | – | 44 | +100.0% | 0.00% | – |
| WSO | New | WATSCO INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
| WST | New | WEST PHARMACEUTICAL SERVICES | $2,000 | – | 11 | +100.0% | 0.00% | – |
| AIZ | Buy | ASSURANT INC | $3,000 | +200.0% | 27 | +145.5% | 0.00% | – |
| ARNC | New | ARCONIC CORP | $3,000 | – | 245 | +100.0% | 0.00% | – |
| WWD | New | WOODWARD INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| XYL | Buy | XYLEM INC | $2,000 | +100.0% | 37 | +362.5% | 0.00% | – |
| ALLE | Buy | ALLEGION PLC | $3,000 | +200.0% | 27 | +68.8% | 0.00% | – |
| AFG | New | AMERICAN FINANCIAL GROUP INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| AEE | Buy | AMEREN CORP | $3,000 | +200.0% | 43 | +290.9% | 0.00% | – |
| LNT | Buy | ALLIANT ENERGY | $3,000 | +200.0% | 61 | +205.0% | 0.00% | – |
| HELE | New | HELEN OF TROY LTD | $1,000 | – | 7 | +100.0% | 0.00% | – |
| Y | New | ALLEGHANY CORP | $2,000 | – | 5 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP | $3,000 | – | 44 | +100.0% | 0.00% | – |
| ACM | New | AECOM | $1,000 | – | 23 | +100.0% | 0.00% | – |
| RNR | New | RENAISSANCERE HOLDINGS LTD | $1,000 | – | 6 | +100.0% | 0.00% | – |
| FTI | Buy | TECHNIPFMC PLC | $1,000 | 0.0% | 151 | +23.8% | 0.00% | – |
| NKTR | New | NEKTAR THERAPEUTICS | $2,000 | – | 71 | +100.0% | 0.00% | – |
| MOH | New | MOLINA HEALTHCARE INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| MASI | New | MASIMO CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MKL | New | MARKEL CORP | $2,000 | – | 2 | +100.0% | 0.00% | – |
| MNKD | New | MANNKIND CORP | $1,000 | – | 374 | +100.0% | 0.00% | – |
| NUVA | New | NUVASIVE INC | $2,000 | – | 35 | +100.0% | 0.00% | – |
| OGE | New | OGE ENERGY CORP | $1,000 | – | 28 | +100.0% | 0.00% | – |
| MAC | New | MACERICH CO/THEreit | $1,000 | – | 63 | +100.0% | 0.00% | – |
| LSXMK | New | LIBERTY MEDIA COR-SIRIUSXM C | $2,000 | – | 45 | +100.0% | 0.00% | – |
| LII | New | LENNOX INTERNATIONAL INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| MPW | New | MEDICAL PROPERTIES TRUST INCreit | $1,000 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 22 | Q3 2023 | 4.4% |
| VANGUARD MID CAP ETF | 22 | Q3 2023 | 3.9% |
| Vanguard Large-Cap Index Fund ETF | 22 | Q3 2023 | 4.5% |
| State Street ETF/USA | 22 | Q3 2023 | 3.9% |
| State Street ETF/USA | 22 | Q3 2023 | 3.7% |
| ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | 22 | Q3 2023 | 3.5% |
| VANGUARD SMALL CP ETF | 22 | Q3 2023 | 1.9% |
| ISHARES TRUST NATIONAL MUN ETF | 22 | Q3 2023 | 2.7% |
| State Street ETF/USA | 22 | Q3 2023 | 1.9% |
| ISHARES TRUST 1 3 YR TREAS BD ETF | 22 | Q3 2023 | 2.5% |
View CX Institutional's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-18 |
View CX Institutional'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.