$167 Million is the total value of Semmax Financial Advisors Inc.'s 297 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 29.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $9,148,000 | -8.6% | 222,679 | -7.2% | 5.48% | -15.1% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $7,965,000 | -5.9% | 47,902 | -7.6% | 4.77% | -12.6% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $7,625,000 | -12.1% | 68,310 | -12.7% | 4.57% | -18.4% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $7,542,000 | +21.0% | 147,964 | +20.9% | 4.52% | +12.4% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $6,004,000 | +11.8% | 68,881 | +11.8% | 3.60% | +3.8% |
IGSB | Buy | ISHARES TRsh tr crport etf | $5,499,000 | +77.0% | 102,451 | +76.2% | 3.29% | +64.5% |
BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $5,206,000 | -10.7% | 88,492 | -13.0% | 3.12% | -17.0% |
BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $4,645,000 | -12.5% | 57,498 | -12.7% | 2.78% | -18.7% |
ENB | Buy | ENBRIDGE INC | $4,177,000 | +33.4% | 119,063 | +37.2% | 2.50% | +23.9% |
WFC | Buy | WELLS FARGO CO NEW | $3,830,000 | +24.6% | 75,931 | +16.9% | 2.29% | +15.8% |
DUK | Buy | DUKE ENERGY CORP NEW | $3,535,000 | +21.9% | 36,879 | +12.2% | 2.12% | +13.2% |
PFE | Buy | PFIZER INC | $3,166,000 | +21.7% | 88,124 | +46.7% | 1.90% | +13.1% |
PG | Buy | PROCTER & GAMBLE CO | $3,034,000 | +31.4% | 24,391 | +15.8% | 1.82% | +22.0% |
MBB | Buy | ISHARES TRmbs etf | $3,014,000 | +59.2% | 27,826 | +58.2% | 1.80% | +47.8% |
XOM | Buy | EXXON MOBIL CORP | $2,922,000 | +30.1% | 41,388 | +41.2% | 1.75% | +20.9% |
LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $2,889,000 | +56.5% | 35,267 | +54.2% | 1.73% | +45.4% |
SO | Buy | SOUTHERN CO | $2,729,000 | +29.5% | 44,186 | +15.9% | 1.64% | +20.3% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,675,000 | -6.2% | 66,447 | -0.9% | 1.60% | -12.9% |
VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $2,662,000 | -12.1% | 49,988 | -12.7% | 1.59% | -18.3% |
D | Buy | DOMINION ENERGY INC | $2,648,000 | +25.0% | 32,673 | +19.3% | 1.59% | +16.1% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $2,509,000 | -19.3% | 29,586 | -19.3% | 1.50% | -25.0% |
BIV | Sell | VANGUARD BD INDEX FD INCintermed term | $2,436,000 | -10.5% | 27,678 | -12.1% | 1.46% | -16.9% |
BLV | Sell | VANGUARD BD INDEX FD INClong term bond | $2,396,000 | -3.1% | 23,336 | -8.4% | 1.44% | -10.0% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,351,000 | +32.7% | 19,624 | +14.4% | 1.41% | +23.3% |
JNJ | Buy | JOHNSON & JOHNSON | $2,349,000 | +9.4% | 18,157 | +17.8% | 1.41% | +1.7% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,137,000 | -12.8% | 13,888 | -11.2% | 1.28% | -19.0% |
KO | Buy | COCA COLA CO | $2,121,000 | +23.9% | 38,953 | +15.9% | 1.27% | +15.0% |
CMCSA | Buy | COMCAST CORP NEWcl a | $2,062,000 | +23.3% | 45,749 | +15.7% | 1.24% | +14.6% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $2,052,000 | +20.6% | 33,992 | +14.1% | 1.23% | +12.0% |
FE | Buy | FIRSTENERGY CORP | $2,048,000 | +69.8% | 42,453 | +50.7% | 1.23% | +57.7% |
SRC | Buy | SPIRIT RLTY CAP INC NEW | $2,038,000 | +29.1% | 42,583 | +15.1% | 1.22% | +19.9% |
BBT | Buy | BB&T CORP | $1,863,000 | +29.3% | 34,911 | +19.0% | 1.12% | +20.1% |
AMGN | Buy | AMGEN INC | $1,849,000 | +19.2% | 9,556 | +13.5% | 1.11% | +10.7% |
MA | Buy | MASTERCARD INCcl a | $1,742,000 | +20.8% | 6,414 | +17.7% | 1.04% | +12.2% |
GIS | Buy | GENERAL MLS INC | $1,709,000 | +21.8% | 30,998 | +16.0% | 1.02% | +13.1% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $1,639,000 | +15.0% | 24,731 | +11.0% | 0.98% | +6.9% |
OMC | Buy | OMNICOM GROUP INC | $1,539,000 | +12.3% | 19,657 | +17.6% | 0.92% | +4.4% |
BLK | Buy | BLACKROCK INC | $1,506,000 | +11.4% | 3,380 | +17.3% | 0.90% | +3.4% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,489,000 | +13.6% | 7,160 | +16.5% | 0.89% | +5.6% |
CMP | Buy | COMPASS MINERALS INTL INC | $1,464,000 | +18.4% | 25,912 | +15.2% | 0.88% | +10.0% |
LOW | Buy | LOWES COS INC | $1,416,000 | +27.8% | 12,874 | +17.3% | 0.85% | +18.8% |
WELL | Sell | WELLTOWER INC | $1,403,000 | -12.8% | 15,472 | -21.6% | 0.84% | -19.0% |
VTR | Sell | VENTAS INC | $1,375,000 | -32.6% | 18,832 | -36.9% | 0.82% | -37.3% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,366,000 | +26.2% | 47,780 | +27.5% | 0.82% | +17.2% |
PM | Buy | PHILIP MORRIS INTL INC | $1,356,000 | +10.6% | 17,860 | +14.4% | 0.81% | +2.8% |
GPC | Buy | GENUINE PARTS CO | $1,301,000 | +11.4% | 13,064 | +15.9% | 0.78% | +3.5% |
HBI | Buy | HANESBRANDS INC | $1,285,000 | +3.4% | 83,902 | +16.3% | 0.77% | -3.9% |
V | Buy | VISA INC | $1,280,000 | +16.4% | 7,444 | +17.4% | 0.77% | +8.2% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,250,000 | +33.4% | 1,024 | +18.4% | 0.75% | +24.0% |
LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $1,215,000 | +9.9% | 460,390 | +18.2% | 0.73% | +2.1% |
PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $1,144,000 | -0.6% | 53,901 | +16.9% | 0.68% | -7.7% |
BKNG | Buy | BOOKING HLDGS INC | $1,134,000 | +23.4% | 578 | +18.0% | 0.68% | +14.5% |
FB | Buy | FACEBOOK INCcl a | $1,040,000 | +10.1% | 5,841 | +19.3% | 0.62% | +2.3% |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,011,000 | +30.6% | 829 | +15.8% | 0.61% | +21.4% |
ABC | Buy | AMERISOURCEBERGEN CORP | $958,000 | +14.2% | 11,634 | +18.2% | 0.57% | +6.1% |
IQV | Buy | IQVIA HLDGS INC | $935,000 | +7.6% | 6,260 | +16.0% | 0.56% | 0.0% |
MSFT | Buy | MICROSOFT CORP | $895,000 | +28.0% | 6,436 | +23.3% | 0.54% | +18.8% |
ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $858,000 | +28.3% | 2,153 | +18.8% | 0.51% | +19.3% |
VOO | VANGUARD INDEX FDS | $829,000 | +1.3% | 3,040 | 0.0% | 0.50% | -5.7% | |
DE | Buy | DEERE & CO | $703,000 | +2.0% | 4,167 | +0.2% | 0.42% | -5.2% |
MO | Buy | ALTRIA GROUP INC | $695,000 | -0.3% | 16,997 | +15.5% | 0.42% | -7.3% |
GD | Buy | GENERAL DYNAMICS CORP | $626,000 | +17.0% | 3,428 | +16.5% | 0.38% | +8.7% |
UL | Buy | UNILEVER PLCspon adr new | $535,000 | +12.4% | 8,904 | +16.0% | 0.32% | +4.2% |
TLT | New | ISHARES TR20 yr tr bd etf | $499,000 | – | 3,487 | +100.0% | 0.30% | – |
NVS | Buy | NOVARTIS A Gsponsored adr | $496,000 | +12.2% | 5,709 | +18.0% | 0.30% | +4.2% |
ORCL | Buy | ORACLE CORP | $465,000 | +13.4% | 8,449 | +17.3% | 0.28% | +5.7% |
EBAY | Buy | EBAY INC | $450,000 | +16.3% | 11,536 | +17.6% | 0.27% | +8.0% |
ANTM | Buy | ANTHEM INC | $446,000 | +7.0% | 1,860 | +25.8% | 0.27% | -0.7% |
BK | Buy | BANK NEW YORK MELLON CORP | $397,000 | +19.9% | 8,785 | +17.1% | 0.24% | +11.7% |
UNH | Buy | UNITEDHEALTH GROUP INC | $393,000 | +18.0% | 1,809 | +32.6% | 0.24% | +9.3% |
ADI | Sell | ANALOG DEVICES INC | $380,000 | -16.5% | 3,400 | -15.6% | 0.23% | -22.2% |
MCK | Buy | MCKESSON CORP | $378,000 | +18.5% | 2,767 | +16.4% | 0.23% | +9.7% |
SCHW | Buy | THE CHARLES SCHWAB CORPORATI | $377,000 | +175.2% | 9,007 | +163.9% | 0.23% | +156.8% |
JPM | Buy | JPMORGAN CHASE & CO | $371,000 | +27.1% | 3,148 | +20.7% | 0.22% | +18.1% |
KMX | Buy | CARMAX INC | $371,000 | +19.7% | 4,219 | +18.2% | 0.22% | +11.0% |
PEP | Buy | PEPSICO INC | $364,000 | +27.3% | 2,653 | +21.8% | 0.22% | +18.5% |
AMZN | Buy | AMAZON COM INC | $354,000 | +9.3% | 204 | +19.3% | 0.21% | +1.4% |
SNY | Buy | SANOFIsponsored adr | $312,000 | +25.3% | 6,739 | +16.9% | 0.19% | +16.1% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $306,000 | +26.4% | 2,243 | +20.8% | 0.18% | +17.3% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $278,000 | +13.5% | 1,912 | +7.8% | 0.17% | +5.7% |
AXP | Sell | AMERICAN EXPRESS CO | $251,000 | -41.4% | 2,122 | -38.8% | 0.15% | -45.7% |
ITOT | ISHARES TRcore s&p ttl stk | $219,000 | +0.9% | 3,259 | 0.0% | 0.13% | -6.4% | |
USMV | ISHARES TRmsci min vol etf | $213,000 | +3.9% | 3,328 | 0.0% | 0.13% | -3.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $191,000 | 0.0% | 1,769 | 0.0% | 0.11% | -7.3% | |
WPP | Buy | WPP PLC NEWadr | $154,000 | +15.8% | 2,468 | +16.8% | 0.09% | +7.0% |
IGM | ISHARES TRexpnd tec sc etf | $136,000 | +0.7% | 625 | 0.0% | 0.08% | -6.9% | |
DIS | Buy | DISNEY WALT CO | $133,000 | +12.7% | 1,022 | +20.5% | 0.08% | +5.3% |
ITIC | INVESTORS TITLE CO | $132,000 | -4.3% | 825 | 0.0% | 0.08% | -11.2% | |
WPC | W P CAREY INC | $129,000 | +10.3% | 1,436 | 0.0% | 0.08% | +2.7% | |
BIDU | Buy | BAIDU INCspon adr rep a | $123,000 | +7.0% | 1,197 | +21.9% | 0.07% | 0.0% |
QCOM | Sell | QUALCOMM INC | $111,000 | -28.8% | 1,453 | -28.9% | 0.07% | -34.7% |
HEEM | ISHARES INCcur hd msci em | $109,000 | -3.5% | 4,428 | 0.0% | 0.06% | -11.0% | |
IYC | ISHARES TRu.s. cnsm sv etf | $107,000 | 0.0% | 490 | 0.0% | 0.06% | -7.2% | |
IXG | ISHARES TRglobal finls etf | $106,000 | 0.0% | 1,649 | 0.0% | 0.06% | -7.4% | |
UBER | Buy | UBER TECHNOLOGIES INC | $101,000 | -17.9% | 3,308 | +25.0% | 0.06% | -24.1% |
ALL | ALLSTATE CORP | $99,000 | +6.5% | 913 | 0.0% | 0.06% | -1.7% | |
AZO | AUTOZONE INC | $98,000 | -1.0% | 90 | 0.0% | 0.06% | -7.8% | |
CVX | Sell | CHEVRON CORP NEW | $95,000 | -12.0% | 799 | -7.6% | 0.06% | -18.6% |
LYFT | Buy | LYFT INC | $95,000 | -20.8% | 2,315 | +26.8% | 0.06% | -26.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $94,000 | -1.1% | 498 | -2.5% | 0.06% | -8.2% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $91,000 | -1.1% | 1,135 | -3.7% | 0.06% | -6.8% |
BTI | BRITISH AMERN TOB PLCsponsored adr | $90,000 | +5.9% | 2,445 | 0.0% | 0.05% | -1.8% | |
HD | Sell | HOME DEPOT INC | $86,000 | +7.5% | 372 | -2.9% | 0.05% | 0.0% |
HEZU | ISHARES TRcur hd eurzn etf | $73,000 | +1.4% | 2,358 | 0.0% | 0.04% | -4.3% | |
PDBC | INVESCO ACTIVELY MANAGD ETFoptimum yield | $72,000 | -5.3% | 4,625 | 0.0% | 0.04% | -12.2% | |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $70,000 | -1.4% | 198 | -1.0% | 0.04% | -8.7% |
JPST | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $67,000 | 0.0% | 1,331 | 0.0% | 0.04% | -7.0% | |
NEAR | ISHARES US ETF TRsht mat bd etf | $63,000 | 0.0% | 1,250 | 0.0% | 0.04% | -7.3% | |
FTSL | Sell | FIRST TR EXCHANGE TRADED FDsenior ln fd | $64,000 | -13.5% | 1,352 | -13.8% | 0.04% | -20.8% |
HON | HONEYWELL INTL INC | $58,000 | -3.3% | 341 | 0.0% | 0.04% | -10.3% | |
CSCO | Sell | CISCO SYS INC | $55,000 | -11.3% | 1,118 | -1.9% | 0.03% | -17.5% |
AGG | ISHARES TRcore us aggbd et | $53,000 | +1.9% | 469 | 0.0% | 0.03% | -5.9% | |
CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $52,000 | +8.3% | 3,650 | 0.0% | 0.03% | 0.0% | |
SPEM | SPDR INDEX SHS FDSportfolio emg mk | $50,000 | -3.8% | 1,458 | 0.0% | 0.03% | -11.8% | |
IEMG | ISHARES INCcore msci emkt | $50,000 | -3.8% | 1,018 | 0.0% | 0.03% | -11.8% | |
IXC | ISHARES TRglobal energ etf | $46,000 | -6.1% | 1,514 | 0.0% | 0.03% | -12.5% | |
T | Sell | AT&T INC | $47,000 | +2.2% | 1,244 | -8.9% | 0.03% | -6.7% |
JXI | ISHARES TRglob utilits etf | $45,000 | +7.1% | 770 | 0.0% | 0.03% | 0.0% | |
HEDJ | WISDOMTREE TReurope hedged eq | $43,000 | 0.0% | 646 | 0.0% | 0.03% | -7.1% | |
OUSA | OSI ETF TRoshars ftse us | $43,000 | +2.4% | 1,230 | 0.0% | 0.03% | -3.7% | |
JHS | HANCOCK JOHN INCOME SECS TR | $41,000 | 0.0% | 2,838 | 0.0% | 0.02% | -3.8% | |
NSC | Sell | NORFOLK SOUTHERN CORP | $41,000 | -14.6% | 227 | -5.8% | 0.02% | -19.4% |
MPC | Sell | MARATHON PETE CORP | $40,000 | +5.3% | 660 | -3.4% | 0.02% | -4.0% |
BP | Sell | BP PLCsponsored adr | $39,000 | -23.5% | 1,023 | -16.9% | 0.02% | -30.3% |
FLRN | SPDR SERIES TRUSTblomberg brc inv | $39,000 | 0.0% | 1,274 | 0.0% | 0.02% | -8.0% | |
BBH | VANECK VECTORS ETF TRbiotech etf | $38,000 | -7.3% | 321 | 0.0% | 0.02% | -11.5% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $36,000 | -2.7% | 622 | 0.0% | 0.02% | -8.3% | |
DFS | DISCOVER FINL SVCS | $34,000 | +6.2% | 418 | 0.0% | 0.02% | -4.8% | |
MCD | Buy | MCDONALDS CORP | $34,000 | +240.0% | 159 | +218.0% | 0.02% | +233.3% |
ASH | ASHLAND GLOBAL HLDGS INC | $31,000 | -3.1% | 400 | 0.0% | 0.02% | -9.5% | |
MS | Sell | MORGAN STANLEY | $29,000 | -9.4% | 678 | -7.1% | 0.02% | -19.0% |
INTC | INTEL CORP | $26,000 | +8.3% | 496 | 0.0% | 0.02% | +6.7% | |
MRK | Buy | MERCK & CO INC | $26,000 | +271.4% | 304 | +249.4% | 0.02% | +220.0% |
LH | LABORATORY CORP AMER HLDGS | $27,000 | -3.6% | 161 | 0.0% | 0.02% | -11.1% | |
DFJ | WISDOMTREE TRjp smallcp div | $26,000 | +4.0% | 382 | 0.0% | 0.02% | 0.0% | |
WMT | Buy | WALMART INC | $25,000 | +8.7% | 209 | +1.5% | 0.02% | 0.0% |
KXI | ISHARES TRglb cnsm stp etf | $25,000 | +4.2% | 460 | 0.0% | 0.02% | 0.0% | |
VVV | VALVOLINE INC | $24,000 | +14.3% | 1,098 | 0.0% | 0.01% | 0.0% | |
KRE | Sell | SPDR SERIES TRUSTs&p regl bkg | $23,000 | -23.3% | 440 | -21.6% | 0.01% | -26.3% |
NFLT | Sell | ETFIS SER TR Ivirtus newfleet | $23,000 | -69.7% | 922 | -70.2% | 0.01% | -71.4% |
TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $22,000 | 0.0% | 450 | 0.0% | 0.01% | -7.1% | |
AFIF | Buy | TWO RDS SHARED TRanfield unvl etf | $22,000 | +15.8% | 2,269 | +18.4% | 0.01% | +8.3% |
IMKTA | INGLES MKTS INCcl a | $21,000 | +23.5% | 550 | 0.0% | 0.01% | +18.2% | |
HYLS | Sell | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $20,000 | -65.5% | 424 | -65.0% | 0.01% | -67.6% |
TTE | Buy | TOTAL S Asponsored ads | $20,000 | +25.0% | 394 | +41.2% | 0.01% | +20.0% |
IVV | Sell | ISHARES TRcore s&p500 etf | $18,000 | 0.0% | 59 | -3.3% | 0.01% | -8.3% |
USB | New | US BANCORP DEL | $19,000 | – | 345 | +100.0% | 0.01% | – |
ATO | ATMOS ENERGY CORP | $18,000 | +12.5% | 154 | 0.0% | 0.01% | +10.0% | |
VFC | New | V F CORP | $18,000 | – | 203 | +100.0% | 0.01% | – |
RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $16,000 | -5.9% | 149 | +8.8% | 0.01% | -9.1% |
AAPL | Sell | APPLE INC | $16,000 | -5.9% | 73 | -13.1% | 0.01% | -9.1% |
O | REALTY INCOME CORP | $17,000 | +13.3% | 218 | 0.0% | 0.01% | 0.0% | |
MLPA | Sell | GLOBAL X FDSglbl x mlp etf | $16,000 | -20.0% | 1,881 | -17.9% | 0.01% | -23.1% |
EMR | New | EMERSON ELEC CO | $15,000 | – | 228 | +100.0% | 0.01% | – |
LIN | New | LINDE PLC | $15,000 | – | 76 | +100.0% | 0.01% | – |
CCI | Sell | CROWN CASTLE INTL CORP NEW | $14,000 | -26.3% | 103 | -30.9% | 0.01% | -33.3% |
IAU | ISHARES GOLD TRUSTishares | $13,000 | +8.3% | 888 | 0.0% | 0.01% | 0.0% | |
SPG | Sell | SIMON PPTY GROUP INC NEW | $13,000 | -35.0% | 86 | -31.2% | 0.01% | -38.5% |
SONY | Buy | SONY CORPsponsored adr | $13,000 | +44.4% | 227 | +26.1% | 0.01% | +33.3% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $14,000 | -6.7% | 113 | -7.4% | 0.01% | -20.0% |
ZTS | ZOETIS INCcl a | $13,000 | +8.3% | 102 | 0.0% | 0.01% | 0.0% | |
NEE | Buy | NEXTERA ENERGY INC | $12,000 | +50.0% | 52 | +30.0% | 0.01% | +40.0% |
EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $12,000 | +33.3% | 458 | +23.5% | 0.01% | +16.7% |
RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $11,000 | -47.6% | 191 | -39.9% | 0.01% | -50.0% |
VBR | VANGUARD INDEX FDSsm cp val etf | $11,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% | |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $11,000 | +22.2% | 251 | +12.1% | 0.01% | +16.7% |
HEFA | ISHARES TRhdg msci eafe | $12,000 | 0.0% | 387 | 0.0% | 0.01% | -12.5% | |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $12,000 | -36.8% | 41 | -37.9% | 0.01% | -41.7% |
RIGS | ALPS ETF TRrivrfrnt str inc | $11,000 | 0.0% | 432 | 0.0% | 0.01% | 0.0% | |
CAT | Buy | CATERPILLAR INC DEL | $11,000 | +22.2% | 85 | +25.0% | 0.01% | +16.7% |
IWD | ISHARES TRrus 1000 val etf | $11,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% | |
JWA | WILEY JOHN & SONS INCcl a | $11,000 | -8.3% | 261 | 0.0% | 0.01% | -12.5% | |
CBS | CBS CORP NEWcl b | $11,000 | -15.4% | 268 | 0.0% | 0.01% | -12.5% | |
AVGO | Sell | BROADCOM INC | $12,000 | -7.7% | 42 | -4.5% | 0.01% | -12.5% |
GOLD | BARRICK GOLD CORPORATION | $10,000 | +11.1% | 600 | 0.0% | 0.01% | 0.0% | |
FTGC | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $10,000 | 0.0% | 544 | 0.0% | 0.01% | 0.0% | |
EMN | EASTMAN CHEMICAL CO | $10,000 | -9.1% | 136 | 0.0% | 0.01% | -14.3% | |
IWC | ISHARES TRmicro-cap etf | $10,000 | -9.1% | 116 | 0.0% | 0.01% | -14.3% | |
LMT | Buy | LOCKHEED MARTIN CORP | $10,000 | +42.9% | 25 | +25.0% | 0.01% | +20.0% |
BAC | Sell | BANK AMER CORP | $10,000 | -16.7% | 333 | -20.5% | 0.01% | -25.0% |
PSEC | PROSPECT CAPITAL CORPORATION | $10,000 | 0.0% | 1,480 | 0.0% | 0.01% | 0.0% | |
RTN | Sell | RAYTHEON CO | $10,000 | -16.7% | 52 | -22.4% | 0.01% | -25.0% |
SKM | Buy | SK TELECOM LTDsponsored adr | $10,000 | +11.1% | 436 | +24.2% | 0.01% | 0.0% |
DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $10,000 | -61.5% | 38 | -60.8% | 0.01% | -64.7% |
MRO | MARATHON OIL CORP | $8,000 | -11.1% | 660 | 0.0% | 0.01% | -16.7% | |
NLY | Sell | ANNALY CAP MGMT INC | $9,000 | -35.7% | 1,054 | -33.3% | 0.01% | -44.4% |
XHR | XENIA HOTELS & RESORTS INC | $9,000 | 0.0% | 440 | 0.0% | 0.01% | -16.7% | |
COO | Sell | COOPER COS INC | $8,000 | -98.1% | 27 | -97.8% | 0.01% | -98.1% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $9,000 | +28.6% | 52 | +23.8% | 0.01% | 0.0% |
KIM | New | KIMCO RLTY CORP | $8,000 | – | 376 | +100.0% | 0.01% | – |
VIAB | VIACOM INC NEWcl b | $8,000 | -20.0% | 325 | 0.0% | 0.01% | -16.7% | |
DAL | Sell | DELTA AIR LINES INC DEL | $9,000 | -10.0% | 163 | -4.7% | 0.01% | -16.7% |
GE | Buy | GENERAL ELECTRIC CO | $8,000 | +33.3% | 900 | +52.5% | 0.01% | +25.0% |
DD | Sell | DUPONT DE NEMOURS INC | $9,000 | -10.0% | 125 | -8.8% | 0.01% | -16.7% |
AEP | AMERICAN ELEC PWR CO INC | $9,000 | 0.0% | 100 | 0.0% | 0.01% | -16.7% | |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $7,000 | +40.0% | 154 | +25.2% | 0.00% | +33.3% |
FLR | Buy | FLUOR CORP NEW | $6,000 | -25.0% | 293 | +25.2% | 0.00% | -20.0% |
WY | WEYERHAEUSER CO | $6,000 | +20.0% | 200 | 0.0% | 0.00% | +33.3% | |
DOW | Sell | DOW INC | $6,000 | -14.3% | 125 | -8.8% | 0.00% | -20.0% |
AKAM | AKAMAI TECHNOLOGIES INC | $6,000 | +20.0% | 61 | 0.0% | 0.00% | +33.3% | |
TSLA | TESLA INC | $7,000 | +16.7% | 28 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $7,000 | 0.0% | 99 | 0.0% | 0.00% | -20.0% | |
TWTR | TWITTER INC | $6,000 | +20.0% | 143 | 0.0% | 0.00% | +33.3% | |
ICF | ISHARES TRcohen steer reit | $6,000 | +20.0% | 47 | 0.0% | 0.00% | +33.3% | |
ADBE | ADOBE INC | $6,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
DNP | DNP SELECT INCOME FD | $7,000 | +16.7% | 535 | 0.0% | 0.00% | 0.0% | |
AMT | Sell | AMERICAN TOWER CORP NEW | $7,000 | -12.5% | 33 | -10.8% | 0.00% | -20.0% |
IFGL | ISHARES TRintl dev re etf | $5,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $5,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
MINC | Sell | ADVISORSHARES TRnewflt mulsinc | $5,000 | -85.3% | 105 | -85.1% | 0.00% | -86.4% |
RIO | Buy | RIO TINTO PLCsponsored adr | $5,000 | +25.0% | 94 | +30.6% | 0.00% | 0.0% |
ECL | ECOLAB INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
PPL | PPL CORP | $5,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
CELG | CELGENE CORP | $5,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $5,000 | -16.7% | 276 | -27.6% | 0.00% | -25.0% |
TMO | THERMO FISHER SCIENTIFIC INC | $5,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
AES | AES CORP | $3,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
AMH | AMERICAN HOMES 4 RENTcl a | $4,000 | 0.0% | 144 | 0.0% | 0.00% | -33.3% | |
BA | BOEING CO | $3,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $3,000 | -40.0% | 113 | 0.0% | 0.00% | -33.3% | |
CCL | CARNIVAL CORPunit 99/99/9999 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -33.3% | |
CHL | Buy | CHINA MOBILE LIMITEDsponsored adr | $4,000 | +33.3% | 95 | +25.0% | 0.00% | 0.0% |
CMG | CHIPOTLE MEXICAN GRILL INC | $3,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $4,000 | 0.0% | 137 | 0.0% | 0.00% | -33.3% | |
COST | COSTCO WHSL CORP NEW | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
EXC | Sell | EXELON CORP | $4,000 | -33.3% | 80 | -30.4% | 0.00% | -50.0% |
DVY | Sell | ISHARES TRselect divid etf | $3,000 | 0.0% | 29 | -12.1% | 0.00% | 0.0% |
KEY | KEYCORP NEW | $4,000 | 0.0% | 219 | 0.0% | 0.00% | -33.3% | |
LOB | New | LIVE OAK BANCSHARES INC | $3,000 | – | 150 | +100.0% | 0.00% | – |
MKC | MCCORMICK & CO INC | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
MUSA | MURPHY USA INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
PANW | PALO ALTO NETWORKS INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
PYPL | PAYPAL HLDGS INC | $4,000 | -20.0% | 43 | 0.0% | 0.00% | -33.3% | |
SCI | SERVICE CORP INTL | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
SPLK | SPLUNK INC | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% | |
TXN | TEXAS INSTRS INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
TDG | TRANSDIGM GROUP INC | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
UGI | New | UGI CORP NEW | $4,000 | – | 71 | +100.0% | 0.00% | – |
VRTX | VERTEX PHARMACEUTICALS INC | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
BLHY | Sell | VIRTUS ETF TR IIvirtus dynmc etf | $3,000 | -92.1% | 109 | -93.2% | 0.00% | -92.0% |
YUMC | YUM CHINA HLDGS INC | $4,000 | 0.0% | 80 | 0.0% | 0.00% | -33.3% | |
STX | SEAGATE TECHNOLOGY PLC | $4,000 | +33.3% | 74 | 0.0% | 0.00% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $4,000 | 0.0% | 41 | 0.0% | 0.00% | -33.3% | |
MYL | MYLAN N V | $3,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
IBCP | INDEPENDENT BANK CORP MICH | $1,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DELAWARE | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
GNTX | GENTEX CORP | $2,000 | +100.0% | 59 | 0.0% | 0.00% | 0.0% | |
SWK | STANLEY BLACK & DECKER INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
GLIBA | GCI LIBERTY INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
GATX | GATX CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
KTB | New | KONTOOR BRANDS INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
EDZ | DIREXION SHS ETF TRdaily msci emerg | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
DNRCQ | DENBURY RES INC | $1,000 | 0.0% | 680 | 0.0% | 0.00% | 0.0% | |
CC | CHEMOURS CO | $1,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $2,000 | -86.7% | 85 | -84.4% | 0.00% | -90.0% |
PFF | Sell | ISHARES TRpfd and incm sec | $2,000 | -33.3% | 45 | -50.5% | 0.00% | -50.0% |
ARCO | ARCOS DORADOS HOLDINGS INC | $1,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $2,000 | -33.3% | 20 | 0.0% | 0.00% | -50.0% | |
MDT | MEDTRONIC PLC | $2,000 | +100.0% | 14 | 0.0% | 0.00% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
NRP | NATURAL RESOURCE PARTNERS L | $1,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON INC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
IXP | Sell | ISHARES TR | $2,000 | -33.3% | 35 | -22.2% | 0.00% | -50.0% |
OHI | OMEGA HEALTHCARE INVS INC | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
ALK | ALASKA AIR GROUP INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
IONS | IONIS PHARMACEUTICALS INC | $2,000 | -33.3% | 39 | 0.0% | 0.00% | -50.0% | |
VMW | VMWARE INC | $2,000 | -33.3% | 15 | 0.0% | 0.00% | -50.0% | |
BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $1,000 | -90.0% | 65 | -85.6% | 0.00% | -83.3% |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INCcl a | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
TBF | PROSHARES TRshrt 20+yr tre | $1,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
REZI | Sell | RESIDEO TECHNOLOGIES INC | $0 | -100.0% | 34 | -17.1% | 0.00% | -100.0% |
RGA | REINSURANCE GRP OF AMERICA I | $0 | – | 1 | 0.0% | 0.00% | – | |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $0 | -100.0% | 3 | -94.8% | 0.00% | -100.0% |
QRVO | QORVO INC | $0 | – | 4 | 0.0% | 0.00% | – | |
S | SPRINT CORPORATION | $0 | – | 28 | 0.0% | 0.00% | – | |
DXD | PROSHARES TR | $0 | – | 8 | 0.0% | 0.00% | – | |
HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -7 | -100.0% | 0.00% | – |
MET | Sell | METLIFE INC | $0 | -100.0% | 9 | -91.3% | 0.00% | -100.0% |
VAC | MARRIOTT VACTINS WORLDWID CO | $0 | – | 2 | 0.0% | 0.00% | – | |
TGT | TARGET CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
MORT | Exit | VANECK VECTORS ETF TR | $0 | – | -12 | -100.0% | 0.00% | – |
FWONA | LIBERTY MEDIA CORP DELAWARE | $0 | – | 2 | 0.0% | 0.00% | – | |
FWONK | LIBERTY MEDIA CORP DELAWARE | $0 | – | 5 | 0.0% | 0.00% | – | |
NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | 0 | +100.0% | 0.00% | – |
LSXMA | LIBERTY MEDIA CORP DELAWARE | $0 | – | 10 | 0.0% | 0.00% | – | |
LGFB | Exit | LIONS GATE ENTMNT CORPcl b non vtg | $0 | – | -6 | -100.0% | 0.00% | – |
XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -5 | -100.0% | 0.00% | – |
LOGM | Exit | LOGMEIN INC | $0 | – | -3 | -100.0% | 0.00% | – |
LBRDA | LIBERTY BROADBAND CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
IBB | Sell | ISHARES TRnasdaq biotech | $0 | -100.0% | 1 | -95.8% | 0.00% | -100.0% |
IXJ | Sell | ISHARES TRglob hlthcre etf | $0 | -100.0% | 1 | -94.4% | 0.00% | -100.0% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $0 | -100.0% | 2 | -96.8% | 0.00% | -100.0% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $0 | -100.0% | 2 | -92.0% | 0.00% | -100.0% |
WAB | Buy | WABTEC CORP | $0 | – | 2 | +100.0% | 0.00% | – |
GTX | GARRETT MOTION INC | $0 | – | 24 | 0.0% | 0.00% | – | |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $0 | -100.0% | 2 | -96.7% | 0.00% | -100.0% |
LUMN | CENTURYLINK INC | $0 | – | 6 | 0.0% | 0.00% | – | |
AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 1 | +100.0% | 0.00% | – |
XRT | Sell | SPDR SERIES TRUSTs&p retail etf | $0 | -100.0% | 3 | -93.5% | 0.00% | -100.0% |
PNR | PENTAIR PLC | $0 | – | 10 | 0.0% | 0.00% | – | |
RWR | Sell | SPDR SERIES TRUSTdj reit etf | $0 | -100.0% | 1 | -95.2% | 0.00% | -100.0% |
DNOW | Exit | NOW INC | $0 | – | -2 | -100.0% | 0.00% | – |
STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -95 | -100.0% | -0.00% | – |
ITA | Exit | ISHARES TRus aer def etf | $0 | – | -6 | -100.0% | -0.00% | – |
SYK | Exit | STRYKER CORP | $0 | – | -12 | -100.0% | -0.00% | – |
OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -11 | -100.0% | -0.00% | – |
PKG | Exit | PACKAGING CORP AMER | $0 | – | -14 | -100.0% | -0.00% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -19 | -100.0% | -0.00% | – |
FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -18 | -100.0% | -0.00% | – |
VOYA | Exit | VOYA FINL INC | $0 | – | -37 | -100.0% | -0.00% | – |
KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -17 | -100.0% | -0.00% | – |
BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -38 | -100.0% | -0.00% | – |
CDW | Exit | CDW CORP | $0 | – | -22 | -100.0% | -0.00% | – |
NUAN | Exit | NUANCE COMMUNICATIONS INC | $0 | – | -70 | -100.0% | -0.00% | – |
PLD | Exit | PROLOGIS INC | $0 | – | -26 | -100.0% | -0.00% | – |
CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -62 | -100.0% | -0.00% | – |
IYT | Exit | ISHARES TRtrans avg etf | $0 | – | -9 | -100.0% | -0.00% | – |
WCG | Exit | WELLCARE HEALTH PLANS INC | $0 | – | -8 | -100.0% | -0.00% | – |
PEB | Exit | PEBBLEBROOK HOTEL TR | $0 | – | -62 | -100.0% | -0.00% | – |
XOP | Exit | SPDR SERIES TRUSTs&p oilgas exp | $0 | – | -24 | -100.0% | -0.00% | – |
SMH | Exit | VANECK VECTORS ETF TRsemiconductor et | $0 | – | -16 | -100.0% | -0.00% | – |
STLD | Exit | STEEL DYNAMICS INC | $0 | – | -37 | -100.0% | -0.00% | – |
FL | Exit | FOOT LOCKER INC | $0 | – | -20 | -100.0% | -0.00% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -28 | -100.0% | -0.00% | – |
TMUS | Exit | T MOBILE US INC | $0 | – | -32 | -100.0% | -0.00% | – |
SYY | Exit | SYSCO CORP | $0 | – | -28 | -100.0% | -0.00% | – |
ALSN | Exit | ALLISON TRANSMISSION HLDGS I | $0 | – | -28 | -100.0% | -0.00% | – |
CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -21 | -100.0% | -0.00% | – |
OKE | Exit | ONEOK INC NEW | $0 | – | -23 | -100.0% | -0.00% | – |
FBT | Exit | FIRST TR EXCHANGE TRADED FDny arca biotech | $0 | – | -15 | -100.0% | -0.00% | – |
FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -8 | -100.0% | -0.00% | – |
FAF | Exit | FIRST AMERN FINL CORP | $0 | – | -10 | -100.0% | -0.00% | – |
FXZ | Exit | FIRST TR EXCHANGE TRADED FDmaterials alph | $0 | – | -30 | -100.0% | -0.00% | – |
SFM | Exit | SPROUTS FMRS MKT INC | $0 | – | -88 | -100.0% | -0.00% | – |
REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -6 | -100.0% | -0.00% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -9 | -100.0% | -0.00% | – |
CEMB | Exit | ISHARES INCjp mrg em crp bd | $0 | – | -38 | -100.0% | -0.00% | – |
QRTEA | Exit | QURATE RETAIL INC | $0 | – | -50 | -100.0% | -0.00% | – |
DLB | Exit | DOLBY LABORATORIES INC | $0 | – | -31 | -100.0% | -0.00% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -10 | -100.0% | -0.00% | – |
DHI | Exit | D R HORTON INC | $0 | – | -57 | -100.0% | -0.00% | – |
AMCX | Exit | AMC NETWORKS INCcl a | $0 | – | -12 | -100.0% | -0.00% | – |
GWW | Exit | GRAINGER W W INC | $0 | – | -10 | -100.0% | -0.00% | – |
NUE | Exit | NUCOR CORP | $0 | – | -60 | -100.0% | -0.00% | – |
BBY | Exit | BEST BUY INC | $0 | – | -39 | -100.0% | -0.00% | – |
SKT | Exit | TANGER FACTORY OUTLET CTRS I | $0 | – | -190 | -100.0% | -0.00% | – |
BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -20 | -100.0% | -0.00% | – |
ZBRA | Exit | ZEBRA TECHNOLOGIES CORPcl a | $0 | – | -12 | -100.0% | -0.00% | – |
KNDI | Exit | KANDI TECHNOLOGIES GROUP INC | $0 | – | -670 | -100.0% | -0.00% | – |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -26 | -100.0% | -0.00% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -15 | -100.0% | -0.00% | – |
CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -71 | -100.0% | -0.00% | – |
LB | Exit | L BRANDS INC | $0 | – | -129 | -100.0% | -0.00% | – |
ETN | Exit | EATON CORP PLC | $0 | – | -34 | -100.0% | -0.00% | – |
LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -17 | -100.0% | -0.00% | – |
PFXF | Exit | VANECK VECTORS ETF TRpfd secs ex finl | $0 | – | -221 | -100.0% | -0.00% | – |
HYMB | Exit | SPDR SERIES TRUSTnuv hghyld mun | $0 | – | -92 | -100.0% | -0.00% | – |
MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -44 | -100.0% | -0.00% | – |
APU | Exit | AMERIGAS PARTNERS L Punit l p int | $0 | – | -112 | -100.0% | -0.00% | – |
EYES | Exit | SECOND SIGHT MED PRODS INC | $0 | – | -7,290 | -100.0% | -0.00% | – |
IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -44 | -100.0% | -0.00% | – |
CMBS | Exit | ISHARES TRcmbs etf | $0 | – | -159 | -100.0% | -0.01% | – |
BCE | Exit | BCE INC | $0 | – | -156 | -100.0% | -0.01% | – |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -175 | -100.0% | -0.01% | – |
FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -184 | -100.0% | -0.01% | – |
FPE | Exit | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $0 | – | -669 | -100.0% | -0.01% | – |
SPFF | Exit | GLOBAL X FDSglbx suprinc etf | $0 | – | -1,036 | -100.0% | -0.01% | – |
SRLN | Exit | SSGA ACTIVE ETF TRblkstn gsosrln | $0 | – | -353 | -100.0% | -0.01% | – |
TBX | Exit | PROSHARES TRsht 7-10 yr tr | $0 | – | -653 | -100.0% | -0.01% | – |
EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -9,371 | -100.0% | -0.68% | – |
BTTGY | Exit | BT GROUP PLCadr | $0 | – | -117,201 | -100.0% | -0.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Index Fds Vanguard Growth Etf F | 18 | Q3 2023 | 5.5% |
VANGUARD VALUE ETF | 18 | Q3 2023 | 5.7% |
VANGUARD TAX-MANAGED INTL FD | 18 | Q3 2023 | 6.5% |
Ishares Tr Fltg Rate Nt Etf | 18 | Q3 2023 | 5.4% |
Enbridge Inc Com Isin #ca29250n1050 Sedo | 18 | Q3 2023 | 3.3% |
VANGUARD SHORT TRM BOND ETF | 18 | Q3 2023 | 4.1% |
VANGUARD INTL BD IDX ETF | 18 | Q3 2023 | 4.4% |
Comcast Corp New Cl A | 18 | Q3 2023 | 2.4% |
Duke Energy Corp New Com New Isin #us264 | 18 | Q3 2023 | 2.1% |
PROCTER & GAMBLE CO | 18 | Q3 2023 | 2.4% |
View Semmax Financial Advisors Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-11 |
13F-HR | 2022-03-01 |
13F-HR | 2021-11-10 |
13F-HR | 2021-08-11 |
13F-HR | 2021-05-04 |
View Semmax 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.