$562 Million is the total value of Hoover Financial Advisors, Inc.'s 678 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HII | HUNTINGTON INGALLS INDS INC | $57,868,000 | -1.8% | 274,583 | 0.0% | 10.30% | -6.8% | |
| SYK | STRYKER CORPORATION | $7,535,000 | +3.3% | 29,009 | 0.0% | 1.34% | -2.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $5,145,000 | -0.5% | 84,462 | 0.0% | 0.92% | -5.6% | |
| AMGN | AMGEN INC | $1,383,000 | -3.4% | 5,672 | 0.0% | 0.25% | -8.2% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,105,000 | -0.6% | 2,251 | 0.0% | 0.20% | -5.7% | |
| PJAN | INNOVATOR ETFS TRs&p 500 power | $1,028,000 | +1.5% | 31,675 | 0.0% | 0.18% | -3.7% | |
| PFEB | INNOVATOR ETFS TRs&p 500 power | $1,023,000 | +1.6% | 36,055 | 0.0% | 0.18% | -3.7% | |
| EEMV | ISHARES INCmsci emerg mrkt | $852,000 | +1.7% | 13,278 | 0.0% | 0.15% | -3.2% | |
| EFAV | ISHARES TRmsci eafe min vl | $824,000 | +0.9% | 10,907 | 0.0% | 0.15% | -3.9% | |
| SEIC | SEI INVTS CO | $627,000 | 0.0% | 10,117 | 0.0% | 0.11% | -5.1% | |
| RPM | RPM INTL INC | $613,000 | -8.6% | 6,907 | 0.0% | 0.11% | -13.5% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $542,000 | +1.5% | 3,972 | 0.0% | 0.10% | -4.0% | |
| WTRG | ESSENTIAL UTILS INC | $478,000 | -2.0% | 10,453 | 0.0% | 0.08% | -7.6% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $421,000 | +30.3% | 15,976 | 0.0% | 0.08% | +23.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $383,000 | +0.5% | 1,111 | 0.0% | 0.07% | -4.2% | |
| HPQ | HP INC | $380,000 | -10.2% | 12,583 | 0.0% | 0.07% | -13.9% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $358,000 | +1.7% | 2,441 | 0.0% | 0.06% | -3.0% | |
| ORCL | ORACLE CORP | $350,000 | 0.0% | 4,501 | 0.0% | 0.06% | -6.1% | |
| IIVI | II-VI INC | $321,000 | +12.6% | 4,423 | 0.0% | 0.06% | +7.5% | |
| AEP | AMERICAN ELEC PWR CO INC | $310,000 | -2.2% | 3,665 | 0.0% | 0.06% | -6.8% | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $304,000 | +11.4% | 2,867 | 0.0% | 0.05% | +5.9% | |
| PEP | PEPSICO INC | $273,000 | +1.9% | 1,842 | 0.0% | 0.05% | -2.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $276,000 | -3.8% | 4,614 | 0.0% | 0.05% | -9.3% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $278,000 | +11.2% | 1,801 | 0.0% | 0.05% | +4.3% | |
| COST | COSTCO WHSL CORP NEW | $266,000 | +4.3% | 673 | 0.0% | 0.05% | -2.1% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $256,000 | +1.2% | 4,390 | 0.0% | 0.05% | -2.1% | |
| PCK | PIMCO CALIF MUN INCOME FD II | $252,000 | +3.7% | 26,235 | 0.0% | 0.04% | -2.2% | |
| LSCC | LATTICE SEMICONDUCTOR CORP | $245,000 | +20.7% | 4,357 | 0.0% | 0.04% | +15.8% | |
| IWO | ISHARES TRrus 2000 grw etf | $247,000 | +7.9% | 793 | 0.0% | 0.04% | +2.3% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $223,000 | +8.8% | 944 | 0.0% | 0.04% | +5.3% | |
| VO | VANGUARD INDEX FDSmid cap etf | $227,000 | +3.7% | 957 | 0.0% | 0.04% | -2.4% | |
| BK | BANK NEW YORK MELLON CORP | $209,000 | -0.5% | 4,074 | 0.0% | 0.04% | -5.1% | |
| PPL | PPL CORP | $199,000 | -4.8% | 7,118 | 0.0% | 0.04% | -10.3% | |
| ZNGA | ZYNGA INCcl a | $194,000 | +2.1% | 18,281 | 0.0% | 0.04% | -2.8% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $190,000 | +4.4% | 4,776 | 0.0% | 0.03% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $178,000 | +0.6% | 733 | 0.0% | 0.03% | -3.0% | |
| PYPL | PAYPAL HLDGS INC | $179,000 | +17.8% | 613 | 0.0% | 0.03% | +10.3% | |
| ASML | ASML HOLDING N V | $180,000 | +9.8% | 260 | 0.0% | 0.03% | +3.2% | |
| ABT | ABBOTT LABS | $176,000 | -1.7% | 1,516 | 0.0% | 0.03% | -8.8% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $171,000 | +1.2% | 2,701 | 0.0% | 0.03% | -6.2% | |
| MAR | MARRIOTT INTL INC NEWcl a | $166,000 | -3.5% | 1,213 | 0.0% | 0.03% | -6.2% | |
| UGI | UGI CORP NEW | $171,000 | +0.6% | 3,702 | 0.0% | 0.03% | -6.2% | |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $163,000 | -2.4% | 12,065 | 0.0% | 0.03% | -6.5% | |
| GLTR | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $165,000 | -5.2% | 1,711 | 0.0% | 0.03% | -12.1% | |
| XMMO | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $156,000 | +4.0% | 1,818 | 0.0% | 0.03% | 0.0% | |
| STBA | S & T BANCORP INC | $155,000 | -4.3% | 4,950 | 0.0% | 0.03% | -6.7% | |
| BDEC | INNOVATOR ETFS TRs&p 500 buffer e | $160,000 | +2.6% | 4,812 | 0.0% | 0.03% | -3.4% | |
| PNC | PNC FINL SVCS GROUP INC | $156,000 | -1.9% | 817 | 0.0% | 0.03% | -6.7% | |
| APD | AIR PRODS & CHEMS INC | $154,000 | -4.3% | 535 | 0.0% | 0.03% | -10.0% | |
| SQ | SQUARE INCcl a | $152,000 | +10.1% | 625 | 0.0% | 0.03% | +3.8% | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $148,000 | -1.3% | 4,446 | 0.0% | 0.03% | -7.1% | |
| FCX | FREEPORT-MCMORAN INCcl b | $142,000 | -17.4% | 3,835 | 0.0% | 0.02% | -21.9% | |
| LH | LABORATORY CORP AMER HLDGS | $138,000 | 0.0% | 500 | 0.0% | 0.02% | -3.8% | |
| TJX | TJX COS INC NEW | $136,000 | -6.2% | 2,010 | 0.0% | 0.02% | -11.1% | |
| TER | TERADYNE INC | $134,000 | +10.7% | 999 | 0.0% | 0.02% | +4.3% | |
| ROK | ROCKWELL AUTOMATION INC | $128,000 | +6.7% | 448 | 0.0% | 0.02% | 0.0% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $122,000 | +5.2% | 1,196 | 0.0% | 0.02% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $123,000 | +6.0% | 170 | 0.0% | 0.02% | 0.0% | |
| PSA | PUBLIC STORAGE | $119,000 | +10.2% | 394 | 0.0% | 0.02% | +5.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $110,000 | -1.8% | 1,050 | 0.0% | 0.02% | -4.8% | |
| BLK | BLACKROCK INC | $112,000 | +3.7% | 128 | 0.0% | 0.02% | 0.0% | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $110,000 | +13.4% | 1,128 | 0.0% | 0.02% | +11.1% | |
| ITW | ILLINOIS TOOL WKS INC | $107,000 | -5.3% | 479 | 0.0% | 0.02% | -9.5% | |
| DVY | ISHARES TRselect divid etf | $104,000 | -3.7% | 892 | 0.0% | 0.02% | -5.0% | |
| AVY | AVERY DENNISON CORP | $105,000 | -3.7% | 500 | 0.0% | 0.02% | -5.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $102,000 | -1.9% | 1,000 | 0.0% | 0.02% | -10.0% | |
| MELI | MERCADOLIBRE INC | $103,000 | +13.2% | 66 | 0.0% | 0.02% | +5.9% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $101,000 | +3.1% | 2,500 | 0.0% | 0.02% | 0.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $97,000 | +6.6% | 963 | 0.0% | 0.02% | 0.0% | |
| BLE | BLACKROCK MUNI INCOME TR II | $98,000 | +2.1% | 6,219 | 0.0% | 0.02% | -5.6% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $90,000 | +12.5% | 369 | 0.0% | 0.02% | +6.7% | |
| IWS | ISHARES TRrus mdcp val etf | $92,000 | 0.0% | 800 | 0.0% | 0.02% | -5.9% | |
| PDEC | INNOVATOR ETFS TRs&p 500 pwr bu | $90,000 | +1.1% | 2,946 | 0.0% | 0.02% | -5.9% | |
| EPI | WISDOMTREE TRindia erngs fd | $88,000 | +3.5% | 2,610 | 0.0% | 0.02% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $90,000 | -10.0% | 6,170 | 0.0% | 0.02% | -15.8% | |
| BMAY | INNOVATOR ETFS TRs&p 500 buffer e | $82,000 | +3.8% | 2,625 | 0.0% | 0.02% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $87,000 | +3.6% | 1,149 | 0.0% | 0.02% | -6.2% | |
| PTON | PELOTON INTERACTIVE INC | $87,000 | +35.9% | 703 | 0.0% | 0.02% | +25.0% | |
| IYY | ISHARES TRdow jones us etf | $80,000 | +3.9% | 738 | 0.0% | 0.01% | 0.0% | |
| LPX | LOUISIANA PAC CORP | $80,000 | -14.9% | 1,334 | 0.0% | 0.01% | -22.2% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $77,000 | 0.0% | 1,235 | 0.0% | 0.01% | 0.0% | |
| KBE | SPDR SER TRs&p bk etf | $77,000 | -4.9% | 1,500 | 0.0% | 0.01% | -6.7% | |
| IBB | ISHARES TRishares biotech | $80,000 | +11.1% | 489 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $74,000 | +4.2% | 316 | 0.0% | 0.01% | 0.0% | |
| AEE | AMEREN CORP | $71,000 | -4.1% | 888 | 0.0% | 0.01% | -7.1% | |
| OLED | UNIVERSAL DISPLAY CORP | $75,000 | +11.9% | 336 | 0.0% | 0.01% | 0.0% | |
| IDV | ISHARES TRintl sel div etf | $75,000 | -3.8% | 2,316 | 0.0% | 0.01% | -13.3% | |
| DTE | DTE ENERGY CO | $73,000 | -8.8% | 560 | 0.0% | 0.01% | -13.3% | |
| IJK | ISHARES TRs&p mc 400gr etf | $73,000 | +1.4% | 904 | 0.0% | 0.01% | -7.1% | |
| HTA | HEALTHCARE TR AMER INCcl a new | $75,000 | -5.1% | 2,808 | 0.0% | 0.01% | -13.3% | |
| AMD | ADVANCED MICRO DEVICES INC | $72,000 | +22.0% | 763 | 0.0% | 0.01% | +18.2% | |
| IUSV | ISHARES TRcore s&p us vlu | $66,000 | 0.0% | 912 | 0.0% | 0.01% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $68,000 | 0.0% | 1,341 | 0.0% | 0.01% | -7.7% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $70,000 | +1.4% | 4,178 | 0.0% | 0.01% | -7.7% | |
| PFI | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $61,000 | 0.0% | 1,200 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY INC | $61,000 | -6.2% | 920 | 0.0% | 0.01% | -8.3% | |
| SDY | SPDR SER TRs&p divid etf | $61,000 | -3.2% | 500 | 0.0% | 0.01% | -8.3% | |
| ALGN | ALIGN TECHNOLOGY INC | $61,000 | +7.0% | 100 | 0.0% | 0.01% | 0.0% | |
| FISV | FISERV INC | $56,000 | -6.7% | 520 | 0.0% | 0.01% | -9.1% | |
| LDOS | LEIDOS HOLDINGS INC | $57,000 | -3.4% | 563 | 0.0% | 0.01% | -9.1% | |
| YUM | YUM BRANDS INC | $51,000 | -1.9% | 440 | 0.0% | 0.01% | -10.0% | |
| DGX | QUEST DIAGNOSTICS INC | $53,000 | -5.4% | 403 | 0.0% | 0.01% | -18.2% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $48,000 | +152.6% | 1,050 | 0.0% | 0.01% | +125.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $49,000 | +8.9% | 123 | 0.0% | 0.01% | +12.5% | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $50,000 | +8.7% | 442 | 0.0% | 0.01% | 0.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $50,000 | -2.0% | 1,213 | 0.0% | 0.01% | -10.0% | |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $51,000 | 0.0% | 946 | 0.0% | 0.01% | -10.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $43,000 | +10.3% | 1,000 | 0.0% | 0.01% | +14.3% | |
| ALL | ALLSTATE CORP | $43,000 | -2.3% | 330 | 0.0% | 0.01% | 0.0% | |
| NLOK | NORTONLIFELOCK INC | $44,000 | +18.9% | 1,600 | 0.0% | 0.01% | +14.3% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $44,000 | -2.2% | 273 | 0.0% | 0.01% | 0.0% | |
| XHB | SPDR SER TRs&p homebuild | $47,000 | -4.1% | 644 | 0.0% | 0.01% | -11.1% | |
| TRIP | TRIPADVISOR INC | $45,000 | -11.8% | 1,120 | 0.0% | 0.01% | -20.0% | |
| GS | GOLDMAN SACHS GROUP INC | $39,000 | +5.4% | 104 | 0.0% | 0.01% | 0.0% | |
| EBAY | EBAY INC. | $42,000 | +16.7% | 592 | 0.0% | 0.01% | 0.0% | |
| ESGU | ISHARES TResg awr msci usa | $38,000 | +2.7% | 387 | 0.0% | 0.01% | 0.0% | |
| MPC | MARATHON PETE CORP | $42,000 | +2.4% | 700 | 0.0% | 0.01% | -12.5% | |
| CERN | CERNER CORP | $39,000 | +2.6% | 500 | 0.0% | 0.01% | 0.0% | |
| NRG | NRG ENERGY INC | $40,000 | +14.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $42,000 | +10.5% | 500 | 0.0% | 0.01% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $40,000 | +8.1% | 292 | 0.0% | 0.01% | 0.0% | |
| UNP | UNION PAC CORP | $37,000 | -5.1% | 170 | 0.0% | 0.01% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $42,000 | +2.4% | 639 | 0.0% | 0.01% | -12.5% | |
| WFC | WELLS FARGO CO NEW | $38,000 | -2.6% | 850 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INCcl a | $37,000 | +8.8% | 200 | 0.0% | 0.01% | +16.7% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $39,000 | +30.0% | 100 | 0.0% | 0.01% | +16.7% | |
| ANSS | ANSYS INC | $35,000 | +9.4% | 100 | 0.0% | 0.01% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $33,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% | |
| W | WAYFAIR INCcl a | $36,000 | -2.7% | 113 | 0.0% | 0.01% | -14.3% | |
| NPTN | NEOPHOTONICS CORP | $36,000 | +9.1% | 3,511 | 0.0% | 0.01% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $33,000 | -19.5% | 170 | 0.0% | 0.01% | -25.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $34,000 | +9.7% | 393 | 0.0% | 0.01% | 0.0% | |
| HON | HONEYWELL INTL INC | $34,000 | -5.6% | 156 | 0.0% | 0.01% | -14.3% | |
| VTR | VENTAS INC | $31,000 | +3.3% | 550 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $35,000 | +9.4% | 588 | 0.0% | 0.01% | 0.0% | |
| SNSR | GLOBAL X FDSinternet of thng | $36,000 | +9.1% | 1,010 | 0.0% | 0.01% | 0.0% | |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $28,000 | +3.7% | 381 | 0.0% | 0.01% | 0.0% | |
| FTNT | FORTINET INC | $26,000 | +13.0% | 110 | 0.0% | 0.01% | +25.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $27,000 | +3.8% | 500 | 0.0% | 0.01% | 0.0% | |
| STT | STATE STR CORP | $26,000 | -3.7% | 316 | 0.0% | 0.01% | 0.0% | |
| APTV | APTIV PLC | $28,000 | +12.0% | 180 | 0.0% | 0.01% | 0.0% | |
| SNAP | SNAP INCcl a | $27,000 | +28.6% | 400 | 0.0% | 0.01% | +25.0% | |
| AER | AERCAP HOLDINGS NV | $26,000 | -7.1% | 500 | 0.0% | 0.01% | 0.0% | |
| TNDM | TANDEM DIABETES CARE INC | $26,000 | +23.8% | 262 | 0.0% | 0.01% | +25.0% | |
| HPI | HANCOCK JOHN PFD INCOME FDsh ben int | $30,000 | +3.4% | 1,390 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $29,000 | +7.4% | 440 | 0.0% | 0.01% | 0.0% | |
| TGNA | TEGNA INC | $29,000 | 0.0% | 1,532 | 0.0% | 0.01% | 0.0% | |
| EDIT | EDITAS MEDICINE INC | $27,000 | +80.0% | 472 | 0.0% | 0.01% | +66.7% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $29,000 | 0.0% | 148 | 0.0% | 0.01% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $27,000 | +3.8% | 100 | 0.0% | 0.01% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $26,000 | -7.1% | 1,884 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $23,000 | +15.0% | 119 | 0.0% | 0.00% | 0.0% | |
| INSG | INSEEGO CORP | $20,000 | +25.0% | 2,000 | 0.0% | 0.00% | +33.3% | |
| CUZ | COUSINS PPTYS INC | $23,000 | +4.5% | 628 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $22,000 | -8.3% | 358 | 0.0% | 0.00% | -20.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $24,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $22,000 | -8.3% | 132 | 0.0% | 0.00% | -20.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $24,000 | -4.0% | 341 | 0.0% | 0.00% | -20.0% | |
| AFRM | AFFIRM HLDGS INC | $20,000 | +17.6% | 303 | 0.0% | 0.00% | +33.3% | |
| ALK | ALASKA AIR GROUP INC | $21,000 | -8.7% | 350 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $22,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| EXPE | EXPEDIA GROUP INC | $23,000 | -4.2% | 142 | 0.0% | 0.00% | -20.0% | |
| MKC | MCCORMICK & CO INC | $23,000 | -4.2% | 266 | 0.0% | 0.00% | -20.0% | |
| EIX | EDISON INTL | $24,000 | 0.0% | 409 | 0.0% | 0.00% | -20.0% | |
| CAG | CONAGRA BRANDS INC | $18,000 | -5.3% | 502 | 0.0% | 0.00% | -25.0% | |
| DNLI | DENALI THERAPEUTICS INC | $16,000 | +45.5% | 200 | 0.0% | 0.00% | +50.0% | |
| ASR | GRUPO AEROPORTUARIO DEL SUREspon adr ser b | $18,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $19,000 | -9.5% | 121 | 0.0% | 0.00% | -25.0% | |
| GTLS | CHART INDS INC | $15,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $18,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $16,000 | +6.7% | 187 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $19,000 | -9.5% | 245 | 0.0% | 0.00% | -25.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $15,000 | -6.2% | 96 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $19,000 | -5.0% | 425 | 0.0% | 0.00% | -25.0% | |
| TXN | TEXAS INSTRS INC | $19,000 | +5.6% | 100 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $16,000 | -11.1% | 307 | 0.0% | 0.00% | 0.0% | |
| DDD | 3-D SYS CORP DEL | $15,000 | +66.7% | 372 | 0.0% | 0.00% | +50.0% | |
| LULU | LULULEMON ATHLETICA INC | $16,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $18,000 | +38.5% | 12 | 0.0% | 0.00% | +50.0% | |
| WEC | WEC ENERGY GROUP INC | $18,000 | -10.0% | 203 | 0.0% | 0.00% | -25.0% | |
| IWP | ISHARES TRrus md cp gr etf | $19,000 | +11.8% | 166 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $16,000 | 0.0% | 358 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $17,000 | -5.6% | 403 | 0.0% | 0.00% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $17,000 | +6.2% | 125 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $16,000 | +33.3% | 200 | 0.0% | 0.00% | +50.0% | |
| NOC | NORTHROP GRUMMAN CORP | $15,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $18,000 | -10.0% | 1,079 | 0.0% | 0.00% | -25.0% | |
| EXAS | EXACT SCIENCES CORP | $16,000 | +23.1% | 130 | 0.0% | 0.00% | +50.0% | |
| MVIS | MICROVISION INC DEL | $14,000 | +16.7% | 835 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $12,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $14,000 | +7.7% | 880 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $12,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $9,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $10,000 | +11.1% | 194 | 0.0% | 0.00% | 0.0% | |
| MAXR | MAXAR TECHNOLOGIES INC | $10,000 | +25.0% | 250 | 0.0% | 0.00% | 0.0% | |
| VGR | VECTOR GROUP LTD | $12,000 | +9.1% | 828 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| XXII | 22ND CENTY GROUP INC | $11,000 | 0.0% | 2,400 | 0.0% | 0.00% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO | $10,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $9,000 | 0.0% | 545 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP | $12,000 | +50.0% | 652 | 0.0% | 0.00% | 0.0% | |
| GPRO | GOPRO INCcl a | $11,000 | +10.0% | 986 | 0.0% | 0.00% | 0.0% | |
| WKHS | WORKHORSE GROUP INC | $14,000 | +100.0% | 872 | 0.0% | 0.00% | +100.0% | |
| JHMM | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $9,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% | |
| TPIC | TPI COMPOSITES INC | $12,000 | +9.1% | 250 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $13,000 | +30.0% | 187 | 0.0% | 0.00% | 0.0% | |
| OKTA | OKTA INCcl a | $10,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| GNTX | GENTEX CORP | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $13,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| OPK | OPKO HEALTH INC | $12,000 | +20.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
| IGSB | ISHARES TR | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% | |
| CNQ | CANADIAN NAT RES LTD | $11,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ASPL | ASPIRATIONAL CONSUMER LIFEST | $9,000 | 0.0% | 902 | 0.0% | 0.00% | 0.0% | |
| VRAY | VIEWRAY INC | $10,000 | +25.0% | 1,540 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATL GAMING INC | $13,000 | -7.1% | 174 | 0.0% | 0.00% | -33.3% | |
| CVS | CVS HEALTH CORP | $14,000 | 0.0% | 171 | 0.0% | 0.00% | -33.3% | |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $9,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC | $10,000 | -9.1% | 50 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC | $11,000 | -8.3% | 153 | 0.0% | 0.00% | 0.0% | |
| ITEQ | ETF MANAGERS TRbluestar israel | $10,000 | +11.1% | 147 | 0.0% | 0.00% | 0.0% | |
| PAWZ | PROSHARES TRpet care etf | $12,000 | +9.1% | 150 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC | $10,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $11,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| RDIB | READING INTL INCcl b | $12,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $13,000 | -7.1% | 216 | 0.0% | 0.00% | -33.3% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $8,000 | +14.3% | 950 | 0.0% | 0.00% | 0.0% | |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | $3,000 | +50.0% | 1,000 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP | $4,000 | +33.3% | 65 | 0.0% | 0.00% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $8,000 | +14.3% | 12 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $7,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MAC | MACERICH CO | $4,000 | +33.3% | 210 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| MPW | MEDICAL PPTYS TRUST INC | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| VIVO | MERIDIAN BIOSCIENCE INC | $6,000 | +20.0% | 265 | 0.0% | 0.00% | 0.0% | |
| CAT | CATERPILLAR INC | $7,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $4,000 | +33.3% | 117 | 0.0% | 0.00% | 0.0% | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $7,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $3,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $5,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $6,000 | +50.0% | 186 | 0.0% | 0.00% | 0.0% | |
| BWA | BORGWARNER INC | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| RDI | READING INTL INCcl a | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| RDFN | REDFIN CORP | $3,000 | +50.0% | 45 | 0.0% | 0.00% | – | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| XITK | SPDR SER TRfactst inv etf | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $4,000 | +33.3% | 41 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| DSTL | ETF SER SOLUTIONSdistillate us | $8,000 | 0.0% | 201 | 0.0% | 0.00% | -50.0% | |
| JBSS | SANFILIPPO JOHN B & SON INC | $5,000 | -16.7% | 61 | 0.0% | 0.00% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – | |
| BAX | BAXTER INTL INC | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $6,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| IMGN | IMMUNOGEN INC | $4,000 | -20.0% | 660 | 0.0% | 0.00% | 0.0% | |
| AVNS | AVANOS MED INC | $3,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $5,000 | +25.0% | 696 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $6,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,000 | +25.0% | 38 | 0.0% | 0.00% | 0.0% | |
| AFT | APOLLO SR FLOATING RATE FD I | $8,000 | 0.0% | 500 | 0.0% | 0.00% | -50.0% | |
| TOL | TOLL BROTHERS INC | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $7,000 | -12.5% | 40 | 0.0% | 0.00% | -50.0% | |
| APLS | APELLIS PHARMACEUTICALS INC | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $6,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $7,000 | -12.5% | 345 | 0.0% | 0.00% | -50.0% | |
| UA | UNDER ARMOUR INCcl c | $4,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| ESPO | VANECK VECTORS ETF TRvideo gaming | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| GP | GREENPOWER MTR CO INC | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GCI | GANNETT CO INC | $4,000 | +33.3% | 715 | 0.0% | 0.00% | 0.0% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% | |
| VIAC | VIACOMCBS INCcl b | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $8,000 | 0.0% | 193 | 0.0% | 0.00% | -50.0% | |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $8,000 | 0.0% | 1,766 | 0.0% | 0.00% | -50.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC | $4,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LOGI | LOGITECH INTL S A | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
| SMIN | ISHARES TRmsci india sm cp | $5,000 | +25.0% | 85 | 0.0% | 0.00% | 0.0% | |
| CMC | COMMERCIAL METALS CO | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GVA | GRANITE CONSTR INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| BANC | BANC OF CALIFORNIA INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| CNBS | AMPLIFY ETF TRseymour cannbs | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| MJO | BANK OF MONTREALent lkd 39 | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – | |
| YYY | AMPLIFY ETF TR | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| KODK | EASTMAN KODAK CO | $0 | – | 1 | 0.0% | 0.00% | – | |
| FNGU | BANK OF MONTREALmicrosectors idx | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| CCIV | CHURCHILL CAPITAL CORP IVcl a | $2,000 | +100.0% | 68 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| VPU | VANGUARD WORLD FDSutilities etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| QTUM | ETF SER SOLUTIONSdefiance quant | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SPTM | SPDR SER TRportfoli s&p1500 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| VXRT | VAXART INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 12 | 0.0% | 0.00% | – | |
| EWZS | ISHARES TRbrazil sm-cp etf | $2,000 | 0.0% | 93 | 0.0% | 0.00% | – | |
| WTER | ALKALINE WTR CO INC | $0 | – | 125 | 0.0% | 0.00% | – | |
| SDS | PROSHARES TRultrashrt s&p500 | $2,000 | 0.0% | 252 | 0.0% | 0.00% | – | |
| IVOL | KRANESHARES TRquadrtc int rt | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| KDP | KEURIG DR PEPPER INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| VERX | VERTEX INCcl a | $2,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| ITP | IT TECH PACKAGING INC | $0 | – | 500 | 0.0% | 0.00% | – | |
| DAR | DARLING INGREDIENTS INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| PRTK | PARATEK PHARMACEUTICALS INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| K | KELLOGG CO | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| FRG | FRANCHISE GROUP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| OCGN | OCUGEN INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 14 | 0.0% | 0.00% | – | |
| IDEX | IDEANOMICS INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2,000 | 0.0% | 269 | 0.0% | 0.00% | – | |
| YOLO | ADVISORSHARES TRpure cannabis | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| KLAC | KLA CORP | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| JBLU | JETBLUE AWYS CORP | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SBOW | SILVERBOW RES INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| NAK | NORTHERN DYNASTY MINERALS LT | $0 | – | 500 | 0.0% | 0.00% | – | |
| SESN | SESEN BIO INC | $2,000 | +100.0% | 512 | 0.0% | 0.00% | – | |
| ZOM | ZOMEDICA CORP | $0 | – | 315 | 0.0% | 0.00% | – | |
| ACGL | ARCH CAP GROUP LTDord | $0 | – | 5 | 0.0% | 0.00% | – | |
| ACST | ACASTI PHARMA INCcl a new | $0 | – | 500 | 0.0% | 0.00% | – | |
| FARM | FARMER BROS CO | $2,000 | +100.0% | 145 | 0.0% | 0.00% | – | |
| EBON | EBANG INTL HLDGS INC | $0 | – | 150 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $1,000 | 0.0% | 107 | 0.0% | 0.00% | – | ||
| VCNX | VACCINEX INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| ITRM | ITERUM THERAPEUTICS PLC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $0 | – | 15 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| SIG | SIGNET JEWELERS LIMITED | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| STNE | STONECO LTD | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| J | JACOBS ENGR GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| EB | EVENTBRITE INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| XT | ISHARES TRexponential tech | $0 | – | 7 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| ICLN | ISHARES TRgl clean ene etf | $0 | – | 9 | 0.0% | 0.00% | – | |
| CAKE | CHEESECAKE FACTORY INC | $2,000 | -33.3% | 45 | 0.0% | 0.00% | -100.0% | |
| THCX | SPINNAKER ETF SERIEScannabis etf | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| SXC | SUNCOKE ENERGY INC | $2,000 | -33.3% | 350 | 0.0% | 0.00% | -100.0% | |
| UAL | UNITED AIRLS HLDGS INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| TVTY | TIVITY HEALTH INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| TPB | TURNING PT BRANDS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| TGB | TASEKO MINES LTD | $0 | – | 3 | 0.0% | 0.00% | – | |
| ACVA | ACV AUCTIONS INC | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| SNDL | SUNDIAL GROWERS INC | $0 | – | 500 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2021 | 24.3% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2021 | 19.2% |
| JOHNSON & JOHNSON | 11 | Q2 2021 | 10.8% |
| INVESCO QQQ TR | 11 | Q2 2021 | 17.9% |
| ISHARES TR | 11 | Q2 2021 | 5.4% |
| WEST PHARMACEUTICAL SVSC INC | 11 | Q2 2021 | 5.2% |
| STRYKER CORPORATION | 11 | Q2 2021 | 5.6% |
| ISHARES TR | 11 | Q2 2021 | 3.1% |
| APPLE INC | 11 | Q2 2021 | 2.3% |
| SPDR S&P 500 ETF TR | 11 | Q2 2021 | 2.9% |
View Hoover Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-08-07 |
| 13F-HR | 2020-04-23 |
| 13F-HR | 2020-01-28 |
| 13F-HR | 2019-10-23 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-04-05 |
View Hoover 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.