$130 Million is the total value of Meridian Wealth Advisors, LLC's 463 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XOM | New | EXXON MOBIL CORPORATION | $23,966,000 | – | 351,463 | +100.0% | 18.40% | – |
CVX | New | CHEVRON CORPORATION NEW | $5,445,000 | – | 50,047 | +100.0% | 4.18% | – |
VIG | New | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $4,406,000 | – | 44,985 | +100.0% | 3.38% | – |
MSFT | New | MICROSOFT CORPORATION | $3,574,000 | – | 35,191 | +100.0% | 2.74% | – |
HEFA | New | ISHARES TR HDG MSCI EAFEhdg msci eafe | $3,173,000 | – | 122,939 | +100.0% | 2.44% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $2,827,000 | – | 9,339 | +100.0% | 2.17% | – |
VEA | New | VANGUARD FTSE DEVELOPED MKTS ETFftse dev mkt etf | $2,764,000 | – | 74,494 | +100.0% | 2.12% | – |
RSP | New | GUGGENHEIM S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $2,316,000 | – | 25,344 | +100.0% | 1.78% | – |
AAPL | New | APPLE INCORPORATED | $2,085,000 | – | 13,218 | +100.0% | 1.60% | – |
JPM | New | JPMORGAN CHASE & COMPANY | $2,051,000 | – | 21,010 | +100.0% | 1.58% | – |
USMV | New | ISHARES TR MIN VOL USA ETFmin vol usa etf | $2,023,000 | – | 38,610 | +100.0% | 1.55% | – |
SDY | New | SPDR SERIES TRUST S&P DIVID ETFs&p divid etf | $1,984,000 | – | 22,165 | +100.0% | 1.52% | – |
AMGN | New | AMGEN INCORPORATED | $1,674,000 | – | 8,599 | +100.0% | 1.28% | – |
BRKB | New | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWcl b new | $1,474,000 | – | 7,220 | +100.0% | 1.13% | – |
AMZN | New | AMAZON COM INCORPORATED | $1,359,000 | – | 905 | +100.0% | 1.04% | – |
HD | New | HOME DEPOT INCORPORATED | $1,331,000 | – | 7,749 | +100.0% | 1.02% | – |
DXJ | New | WISDOMTREE JAPAN HEDGED EQUITY FUNDjapn hedge eqt | $1,309,000 | – | 28,224 | +100.0% | 1.00% | – |
MRK | New | MERCK & COMPANY INCORPORATED | $1,274,000 | – | 16,671 | +100.0% | 0.98% | – |
UNP | New | UNION PAC CORPORATION | $1,199,000 | – | 8,674 | +100.0% | 0.92% | – |
PFE | New | PFIZER INCORPORATED | $1,164,000 | – | 26,663 | +100.0% | 0.89% | – |
VZ | New | VERIZON COMMUNICATIONS INCORPORATED | $1,157,000 | – | 20,574 | +100.0% | 0.89% | – |
XLK | New | SECTOR SPDR TR SBI INT-TECHtechnology | $1,139,000 | – | 18,375 | +100.0% | 0.87% | – |
RJF | New | RAYMOND JAMES FINANCIAL INCORPORATED | $1,051,000 | – | 14,119 | +100.0% | 0.81% | – |
V | New | VISA INCORPORATED COM CLASS A | $1,037,000 | – | 7,859 | +100.0% | 0.80% | – |
JNJ | New | JOHNSON & JOHNSON | $1,016,000 | – | 7,871 | +100.0% | 0.78% | – |
IWF | New | ISHARES TR RUS 1000 GRW ETFrus 1000 grw etf | $957,000 | – | 7,312 | +100.0% | 0.74% | – |
EPD | New | ENTERPRISE PRODUCTS PARTNERS L P | $913,000 | – | 37,140 | +100.0% | 0.70% | – |
SPY | New | SPDR S&P 500 ETF TRUSTtr unit | $905,000 | – | 3,620 | +100.0% | 0.70% | – |
VO | New | VANGUARD MID CAP ETFmid cap etf | $885,000 | – | 6,406 | +100.0% | 0.68% | – |
CSCO | New | CISCO SYSTEMS INCORPORATED | $871,000 | – | 20,097 | +100.0% | 0.67% | – |
CRM | New | SALESFORCE COM INCORPORATED | $844,000 | – | 6,160 | +100.0% | 0.65% | – |
BDX | New | BECTON DICKINSON & COMPANY | $831,000 | – | 3,688 | +100.0% | 0.64% | – |
WMT | New | WAL-MART STORES INCORPORATED | $829,000 | – | 8,903 | +100.0% | 0.64% | – |
CSQ | New | CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT | $793,000 | – | 74,900 | +100.0% | 0.61% | – |
CB | New | CHUBB LIMITED | $788,000 | – | 6,101 | +100.0% | 0.60% | – |
AMLP | New | ALPS ETF TRUST ALERIAN MLP ETFalerian mlp | $769,000 | – | 88,030 | +100.0% | 0.59% | – |
MSI | New | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $712,000 | – | 6,190 | +100.0% | 0.55% | – |
SM | New | SM ENERGY COMPANY | $691,000 | – | 44,658 | +100.0% | 0.53% | – |
ALL | New | ALLSTATE CORPORATION | $674,000 | – | 8,160 | +100.0% | 0.52% | – |
ETN | New | EATON CORPORATION PLC SHS | $643,000 | – | 9,366 | +100.0% | 0.49% | – |
AVGO | New | BROADCOM LIMITED SHS | $638,000 | – | 2,511 | +100.0% | 0.49% | – |
MMM | New | 3M COMPANY | $635,000 | – | 3,334 | +100.0% | 0.49% | – |
VGK | New | VANGUARD INTL EQUITY INDEX FDS MSCI EUROPE ETFftse europe etf | $606,000 | – | 12,459 | +100.0% | 0.46% | – |
MPC | New | MARATHON PETE CORPORATION | $591,000 | – | 10,009 | +100.0% | 0.45% | – |
GOOGL | New | ALPHABET INCORPORATED CAP STK CLASS Acap stk cl a | $577,000 | – | 552 | +100.0% | 0.44% | – |
IWD | New | ISHARES TR RUS 1000 VAL ETFrus 1000 val etf | $575,000 | – | 5,182 | +100.0% | 0.44% | – |
ORLY | New | O REILLY AUTOMOTIVE INCORPORATED NEW | $505,000 | – | 1,468 | +100.0% | 0.39% | – |
IYW | New | ISHARES TR U.S. TECH ETFu.s. tech etf | $505,000 | – | 3,160 | +100.0% | 0.39% | – |
IR | New | INGERSOLL-RAND PLC SHS | $502,000 | – | 5,504 | +100.0% | 0.38% | – |
SYY | New | SYSCO CORPORATION | $500,000 | – | 7,977 | +100.0% | 0.38% | – |
UNH | New | UNITEDHEALTH GROUP INCORPORATED | $482,000 | – | 1,934 | +100.0% | 0.37% | – |
RSG | New | REPUBLIC SVCS INCORPORATED | $477,000 | – | 6,616 | +100.0% | 0.37% | – |
CME | New | CME GROUP INCORPORATED COM CLASS A | $473,000 | – | 2,512 | +100.0% | 0.36% | – |
FTC | New | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND | $467,000 | – | 8,150 | +100.0% | 0.36% | – |
ABBV | New | ABBVIE INCORPORATED | $467,000 | – | 5,066 | +100.0% | 0.36% | – |
PEP | New | PEPSICO INCORPORATED | $466,000 | – | 4,221 | +100.0% | 0.36% | – |
XLV | New | SECTOR SPDR TR SBI HEALTHCAREsbi healthcare | $449,000 | – | 5,185 | +100.0% | 0.34% | – |
BBT | New | BB&T CORPORATION | $447,000 | – | 10,314 | +100.0% | 0.34% | – |
IBB | New | ISHARES TR NASDAQ BIOTECHnasdaq biotech | $437,000 | – | 4,530 | +100.0% | 0.34% | – |
MDT | New | MEDTRONIC PLC SHS | $437,000 | – | 4,802 | +100.0% | 0.34% | – |
EL | New | LAUDER ESTEE COMPANIES INCORPORATED CLASS Acl a | $435,000 | – | 3,342 | +100.0% | 0.33% | – |
IQV | New | IQVIA HLDGS INCORPORATED | $432,000 | – | 3,715 | +100.0% | 0.33% | – |
RBBN | New | RIBBON COMMUNICATIONS INCORPORATED | $433,000 | – | 89,866 | +100.0% | 0.33% | – |
ABT | New | ABBOTT LABS | $421,000 | – | 5,827 | +100.0% | 0.32% | – |
APD | New | AIR PRODUCTS & CHEMICALS INCORPORATED | $415,000 | – | 2,592 | +100.0% | 0.32% | – |
EFA | New | ISHARES TR MSCI EAFE ETFmsci eafe etf | $413,000 | – | 7,028 | +100.0% | 0.32% | – |
GOOG | New | ALPHABET INCORPORATED CAP STK CLASS Ccap stk cl c | $410,000 | – | 396 | +100.0% | 0.32% | – |
DEO | New | DIAGEO P L C SPON ADR NEWspon adr new | $409,000 | – | 2,883 | +100.0% | 0.31% | – |
BKNG | New | BOOKING HLDGS INCORPORATED | $408,000 | – | 237 | +100.0% | 0.31% | – |
ICE | New | INTERCONTINENTAL EXCHANGE INCORPORATED | $400,000 | – | 5,310 | +100.0% | 0.31% | – |
VYM | New | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $397,000 | – | 5,095 | +100.0% | 0.30% | – |
DVY | New | ISHARES TR SELECT DIVID ETFselect divid etf | $376,000 | – | 4,215 | +100.0% | 0.29% | – |
IJR | New | ISHARES TR CORE S&P SCP ETFcore s&p scp etf | $367,000 | – | 5,295 | +100.0% | 0.28% | – |
VHT | New | VANGUARD HEALTH CARE ETFhealth car etf | $366,000 | – | 2,280 | +100.0% | 0.28% | – |
QCOM | New | QUALCOMM INCORPORATED | $358,000 | – | 6,289 | +100.0% | 0.28% | – |
MCHP | New | MICROCHIP TECHNOLOGY INCORPORATED | $347,000 | – | 4,825 | +100.0% | 0.27% | – |
INTC | New | INTEL CORPORATION | $340,000 | – | 7,254 | +100.0% | 0.26% | – |
IWB | New | ISHARES TR RUS 1000 ETFrus 1000 etf | $338,000 | – | 2,434 | +100.0% | 0.26% | – |
KSU | New | KANSAS CITY SOUTHERN COM NEW | $325,000 | – | 3,400 | +100.0% | 0.25% | – |
MCD | New | MCDONALDS CORPORATION | $323,000 | – | 1,821 | +100.0% | 0.25% | – |
T | New | AT&T INCORPORATED | $322,000 | – | 11,296 | +100.0% | 0.25% | – |
ADP | New | AUTOMATIC DATA PROCESSING INCORPORATED | $320,000 | – | 2,441 | +100.0% | 0.25% | – |
HON | New | HONEYWELL INTERNATIONAL INCORPORATED | $320,000 | – | 2,422 | +100.0% | 0.25% | – |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $319,000 | – | 5,588 | +100.0% | 0.24% | – |
CVS | New | CVS HEALTH CORPORATION | $314,000 | – | 4,787 | +100.0% | 0.24% | – |
XLF | New | SECTOR SPDR TR SBI INT-FINLsbi int-finl | $306,000 | – | 12,855 | +100.0% | 0.24% | – |
KO | New | COCA COLA COMPANY | $306,000 | – | 6,464 | +100.0% | 0.24% | – |
PG | New | PROCTER AND GAMBLE COMPANY | $303,000 | – | 3,295 | +100.0% | 0.23% | – |
PXD | New | PIONEER NAT RES COMPANY | $302,000 | – | 2,300 | +100.0% | 0.23% | – |
IUSG | New | ISHARES TR CORE S&P US GWTcore s&p us gwt | $297,000 | – | 5,635 | +100.0% | 0.23% | – |
XLI | New | SECTOR SPDR TR SBI INT-INDSsbi int-inds | $288,000 | – | 4,475 | +100.0% | 0.22% | – |
IXUS | New | ISHARES TR CORE MSCI TOTALcore msci total | $286,000 | – | 5,437 | +100.0% | 0.22% | – |
CCL | New | CARNIVAL CORPORATION PAIRED CTFunit 99/99/9999 | $280,000 | – | 5,670 | +100.0% | 0.22% | – |
DWDP | New | DOWDUPONT INCORPORATED | $280,000 | – | 5,243 | +100.0% | 0.22% | – |
XLY | New | SECTOR SPDR TR SBI CONS DISCRsbi cons discr | $278,000 | – | 2,810 | +100.0% | 0.21% | – |
IWM | New | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $275,000 | – | 2,055 | +100.0% | 0.21% | – |
VNOM | New | VIPER ENERGY PARTNERS LPCOM UNT RP INT | $273,000 | – | 10,500 | +100.0% | 0.21% | – |
CI | New | CIGNA CORPORATION | $272,000 | – | 1,431 | +100.0% | 0.21% | – |
TSLF | New | THL CR SR LN FD | $269,000 | – | 18,075 | +100.0% | 0.21% | – |
KRP | New | KIMBELL RTY PARTNERS LP UNITunit | $258,000 | – | 19,016 | +100.0% | 0.20% | – |
DIS | New | DISNEY WALT COMPANY COM DISNEY | $256,000 | – | 2,332 | +100.0% | 0.20% | – |
EWJ | New | ISHARES INCORPORATED MSCI JPN ETF NEWmsci jpn etf new | $257,000 | – | 5,065 | +100.0% | 0.20% | – |
COST | New | COSTCO WHOLESALE CORPORATION NEW | $257,000 | – | 1,263 | +100.0% | 0.20% | – |
ITW | New | ILLINOIS TOOL WKS INCORPORATED | $246,000 | – | 1,939 | +100.0% | 0.19% | – |
NVDA | New | NVIDIA CORPORATION | $245,000 | – | 1,838 | +100.0% | 0.19% | – |
IOO | New | ISHARES TR GLOBAL 100 ETFglobal 100 etf | $244,000 | – | 5,755 | +100.0% | 0.19% | – |
AXP | New | AMERICAN EXPRESS COMPANY | $238,000 | – | 2,496 | +100.0% | 0.18% | – |
LMT | New | LOCKHEED MARTIN CORPORATION | $235,000 | – | 897 | +100.0% | 0.18% | – |
XLP | New | SECTOR SPDR TR SBI CONS STPLSsbi cons stpls | $231,000 | – | 4,550 | +100.0% | 0.18% | – |
FDX | New | FEDEX CORPORATION | $230,000 | – | 1,423 | +100.0% | 0.18% | – |
CMCSA | New | COMCAST CORPORATION NEW CLASS Acl a | $229,000 | – | 6,718 | +100.0% | 0.18% | – |
SYF | New | SYNCHRONY FINL | $229,000 | – | 9,741 | +100.0% | 0.18% | – |
OXY | New | OCCIDENTAL PETE CORPORATION DEL | $224,000 | – | 3,644 | +100.0% | 0.17% | – |
MGC | New | VANGUARD WORLD FUND MEGA CAP 300 INDEX ETFmega cap index | $216,000 | – | 2,488 | +100.0% | 0.17% | – |
IBM | New | INTERNATIONAL BUSINESS MACHINES | $212,000 | – | 1,868 | +100.0% | 0.16% | – |
SPHD | New | POWERSHARES ETF TRUST II POWERSHARES S&P 500 HIGHs&p500 hdl vol | $201,000 | – | 5,250 | +100.0% | 0.15% | – |
PSX | New | PHILLIPS 66 | $194,000 | – | 2,256 | +100.0% | 0.15% | – |
WRK | New | WESTROCK COMPANY | $193,000 | – | 5,103 | +100.0% | 0.15% | – |
GLD | New | SPDR GOLD TR GOLD SHS | $191,000 | – | 1,575 | +100.0% | 0.15% | – |
TXN | New | TEXAS INSTRS INCORPORATED | $190,000 | – | 2,007 | +100.0% | 0.15% | – |
LLY | New | LILLY ELI & COMPANY | $190,000 | – | 1,646 | +100.0% | 0.15% | – |
EMR | New | EMERSON ELEC COMPANY | $189,000 | – | 3,162 | +100.0% | 0.14% | – |
BLK | New | BLACKROCK INCORPORATED | $189,000 | – | 480 | +100.0% | 0.14% | – |
BSJM | New | POWERSHARES ET SELFINDEXED FD TR BULLETSHARES | $186,000 | – | 8,000 | +100.0% | 0.14% | – |
USB | New | US BANCORP DEL COM NEW | $182,000 | – | 3,993 | +100.0% | 0.14% | – |
UTX | New | UNITED TECHNOLOGIES CORPORATION | $183,000 | – | 1,720 | +100.0% | 0.14% | – |
AROC | New | ARCHROCK INCORPORATED | $178,000 | – | 23,800 | +100.0% | 0.14% | – |
BA | New | BOEING COMPANY | $177,000 | – | 550 | +100.0% | 0.14% | – |
BAC | New | BANK AMER CORPORATION | $176,000 | – | 7,158 | +100.0% | 0.14% | – |
RTN | New | RAYTHEON COMPANY COM NEW | $169,000 | – | 1,104 | +100.0% | 0.13% | – |
AMT | New | AMERISOURCEBERGEN CORPORATION | $168,000 | – | 1,398 | +100.0% | 0.13% | – |
UPS | New | UNITED PARCEL SERVICE INCORPORATED CLASS Bcl b | $163,000 | – | 1,671 | +100.0% | 0.12% | – |
HAL | New | HALLIBURTON COMPANY | $162,000 | – | 6,103 | +100.0% | 0.12% | – |
CAT | New | CATERPILLAR INCORPORATED DEL | $161,000 | – | 1,265 | +100.0% | 0.12% | – |
CSX | New | CSX CORPORATION | $155,000 | – | 2,500 | +100.0% | 0.12% | – |
BABA | New | ALIBABA GROUP HLDG LIMITED SPONSORED ADSsponsored ads | $153,000 | – | 1,114 | +100.0% | 0.12% | – |
SCHD | New | SCHWAB STRATEGIC TRUST US DIVIDEND EQUITY ETFus dividend eq | $151,000 | – | 3,206 | +100.0% | 0.12% | – |
CELG | New | CELGENE CORPORATION | $147,000 | – | 2,298 | +100.0% | 0.11% | – |
ADBE | New | ADOBE SYSTEMS INC | $144,000 | – | 637 | +100.0% | 0.11% | – |
COG | New | CABOT OIL & GAS CORPORATION | $141,000 | – | 6,300 | +100.0% | 0.11% | – |
EXP | New | EAGLE MATERIALS INCORPORATED | $141,000 | – | 2,317 | +100.0% | 0.11% | – |
WRD | New | WILDHORSE RESOURCE DEV CORPORATION | $140,000 | – | 9,950 | +100.0% | 0.11% | – |
VBTX | New | VERITEX HLDGS INCORPORATED | $140,000 | – | 6,546 | +100.0% | 0.11% | – |
FV | New | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETFdorsey wrt 5 etf | $138,000 | – | 5,480 | +100.0% | 0.11% | – |
EXG | New | EATON VANCE TAX MNGD GBL DV EQ | $131,000 | – | 17,500 | +100.0% | 0.10% | – |
EOI | New | EATON VANCE ENHANCED EQ INCORPORATED FD | $130,000 | – | 10,000 | +100.0% | 0.10% | – |
BMY | New | BRISTOL MYERS SQUIBB COMPANY | $129,000 | – | 2,485 | +100.0% | 0.10% | – |
KMI | New | KINDER MORGAN INCORPORATED DEL | $128,000 | – | 8,331 | +100.0% | 0.10% | – |
FNDX | New | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL USschwab fdt us lg | $127,000 | – | 3,750 | +100.0% | 0.10% | – |
PM | New | PHILIP MORRIS INTERNATIONAL INCORPORATED | $128,000 | – | 1,919 | +100.0% | 0.10% | – |
GM | New | GENERAL MTRS COMPANY | $128,000 | – | 3,839 | +100.0% | 0.10% | – |
MO | New | ALTRIA GROUP INCORPORATED | $125,000 | – | 2,525 | +100.0% | 0.10% | – |
LBRT | New | LIBERTY OILFIELD SVCS INCORPORATED COM CLASS A | $120,000 | – | 9,300 | +100.0% | 0.09% | – |
OEF | New | ISHARES TR S&P 100 ETFs&p 100 etf | $119,000 | – | 1,065 | +100.0% | 0.09% | – |
TTE | New | TOTAL S A SPONSORED ADRsponsored adr | $117,000 | – | 2,242 | +100.0% | 0.09% | – |
NXPI | New | NXP SEMICONDUCTORS N V | $116,000 | – | 1,579 | +100.0% | 0.09% | – |
COP | New | CONOCOPHILLIPS UNIT EX 123124 | $116,000 | – | 1,865 | +100.0% | 0.09% | – |
WM | New | WASTE MGMT INCORPORATED DEL | $108,000 | – | 1,209 | +100.0% | 0.08% | – |
VOT | New | VANGUARD INDEX FDS MCAP GR IDXVIPmcap gr idxvip | $108,000 | – | 906 | +100.0% | 0.08% | – |
DLN | New | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDus largecap divd | $106,000 | – | 1,250 | +100.0% | 0.08% | – |
ZTS | New | ZOETIS INCORPORATED CLASS Acl a | $106,000 | – | 1,244 | +100.0% | 0.08% | – |
RWO | New | SPDR DOW JONES REAL ESTATEdj glb rl es etf | $104,000 | – | 2,358 | +100.0% | 0.08% | – |
DGX | New | QUEST DIAGNOSTICS INCORPORATED | $104,000 | – | 1,251 | +100.0% | 0.08% | – |
C | New | CITIGROUP INCORPORATED COM NEW | $104,000 | – | 2,007 | +100.0% | 0.08% | – |
GD | New | GENERAL DYNAMICS CORPORATION | $104,000 | – | 660 | +100.0% | 0.08% | – |
GLW | New | CORNING INCORPORATED | $103,000 | – | 3,394 | +100.0% | 0.08% | – |
LOW | New | LOWES COMPANIES INCORPORATED | $102,000 | – | 1,104 | +100.0% | 0.08% | – |
PE | New | PARSLEY ENERGY INCORPORATED CLASS Acl a | $101,000 | – | 6,300 | +100.0% | 0.08% | – |
ICUI | New | ICU MED INCORPORATED | $102,000 | – | 446 | +100.0% | 0.08% | – |
CNC | New | CENTENE CORPORATION DEL | $102,000 | – | 888 | +100.0% | 0.08% | – |
MQY | New | BLACKROCK MUNIYIELD QUALITY FD | $101,000 | – | 7,743 | +100.0% | 0.08% | – |
ARI | New | APOLLO COML REAL EST FIN INCORPORATED REIT | $100,000 | – | 6,000 | +100.0% | 0.08% | – |
ET | New | ENERGY TRANSFER EQUITY L P COM UT LTD PTN | $100,000 | – | 7,560 | +100.0% | 0.08% | – |
DUK | New | DUKE ENERGY CORPORATION NEW COM NEW | $99,000 | – | 1,147 | +100.0% | 0.08% | – |
KMB | New | KIMBERLY CLARK CORPORATION | $98,000 | – | 863 | +100.0% | 0.08% | – |
MAA | New | MID AMER APT CMNTYS INCORPORATED REIT | $96,000 | – | 1,000 | +100.0% | 0.07% | – |
BAX | New | BAXTER INTERNATIONAL INCORPORATED | $95,000 | – | 1,444 | +100.0% | 0.07% | – |
VGT | New | VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $94,000 | – | 563 | +100.0% | 0.07% | – |
ADI | New | ANALOG DEVICES INCORPORATED | $94,000 | – | 1,100 | +100.0% | 0.07% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LIMITED ORDord | $92,000 | – | 899 | +100.0% | 0.07% | – |
ALK | New | ALASKA AIR GROUP INCORPORATED | $91,000 | – | 1,500 | +100.0% | 0.07% | – |
ORCL | New | ORACLE CORPORATION | $91,000 | – | 2,010 | +100.0% | 0.07% | – |
IYLD | New | ISHARES TR MRNGSTR INC ETFmrngstr inc etf | $89,000 | – | 3,829 | +100.0% | 0.07% | – |
SDOG | New | ALPS ETF TRUST SECTOR DIVIDEND DOGS ETFsectr div dogs | $87,000 | – | 2,215 | +100.0% | 0.07% | – |
VMW | New | VMWARE INCORPORATED CLASS A COM | $87,000 | – | 632 | +100.0% | 0.07% | – |
AON | New | AON PLC SHS CL A | $87,000 | – | 600 | +100.0% | 0.07% | – |
NTAP | New | NETAPP INCORPORATED | $84,000 | – | 1,414 | +100.0% | 0.06% | – |
XLB | New | SECTOR SPDR TR SBI MATERIALSsbi materials | $83,000 | – | 1,650 | +100.0% | 0.06% | – |
QAI | New | INDEXIQ ETF TRUST IQ HEDGE MULTI-STRATEGYhedge mlti etf | $83,000 | – | 2,869 | +100.0% | 0.06% | – |
NOC | New | NORTHROP GRUMMAN CORPORATION | $81,000 | – | 331 | +100.0% | 0.06% | – |
TPL | New | TEXAS PAC LD TR SUB CTF PROP I Tsub ctf prop i t | $81,000 | – | 150 | +100.0% | 0.06% | – |
SLB | New | SCHLUMBERGER LIMITED | $79,000 | – | 2,200 | +100.0% | 0.06% | – |
CDAY | New | CERIDIAN HCM HLDG INCORPORATED | $79,000 | – | 2,300 | +100.0% | 0.06% | – |
DGRO | New | ISHARES TR CORE DIV GRWTHcore div grwth | $80,000 | – | 2,406 | +100.0% | 0.06% | – |
MU | New | MICRON TECHNOLOGY INCORPORATED | $78,000 | – | 2,450 | +100.0% | 0.06% | – |
BGCP | New | BGC PARTNERS INCORPORATED CLASS Acl a | $78,000 | – | 15,000 | +100.0% | 0.06% | – |
CONE | New | CYRUSONE INCORPORATED REIT | $77,000 | – | 1,452 | +100.0% | 0.06% | – |
PRK | New | PARK NATL CORPORATION | $76,000 | – | 900 | +100.0% | 0.06% | – |
BK | New | BANK NEW YORK MELLON CORPORATION | $75,000 | – | 1,586 | +100.0% | 0.06% | – |
MDLZ | New | MONDELEZ INTERNATIONAL INCORPORATED CLASS Acl a | $76,000 | – | 1,907 | +100.0% | 0.06% | – |
WAT | New | WATERS CORPORATION | $75,000 | – | 400 | +100.0% | 0.06% | – |
MA | New | MASTERCARD INCORPORATED CLASS Acl a | $74,000 | – | 391 | +100.0% | 0.06% | – |
AVY | New | AVERY DENNISON CORPORATION | $74,000 | – | 821 | +100.0% | 0.06% | – |
XLE | New | SECTOR SPDR TR SBI INT-ENERGYenergy | $72,000 | – | 1,250 | +100.0% | 0.06% | – |
ROP | New | ROPER TECHNOLOGIES INCORPORATED | $70,000 | – | 263 | +100.0% | 0.05% | – |
AEP | New | AMERICAN ELEC PWR INCORPORATED | $70,000 | – | 943 | +100.0% | 0.05% | – |
MCY | New | MERCURY GENL CORPORATION NEW | $69,000 | – | 1,325 | +100.0% | 0.05% | – |
DON | New | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDus midcap divid | $69,000 | – | 2,175 | +100.0% | 0.05% | – |
NCR | New | TRAVELERS COMPANIES INCORPORATED | $69,000 | – | 573 | +100.0% | 0.05% | – |
PUMP | New | PROPETRO HLDG CORPORATION | $68,000 | – | 5,546 | +100.0% | 0.05% | – |
APC | New | ANADARKO PETE CORPORATION | $68,000 | – | 1,550 | +100.0% | 0.05% | – |
TGT | New | TARGET CORPORATION | $68,000 | – | 1,030 | +100.0% | 0.05% | – |
SBUX | New | STARBUCKS CORPORATION | $68,000 | – | 1,050 | +100.0% | 0.05% | – |
AGN | New | ALLERGAN PLC SHS | $67,000 | – | 500 | +100.0% | 0.05% | – |
HPQ | New | HP INCORPORATED | $67,000 | – | 3,264 | +100.0% | 0.05% | – |
WEC | New | WEC ENERGY GROUP INCORPORATED | $66,000 | – | 953 | +100.0% | 0.05% | – |
GILD | New | GILEAD SCIENCES INCORPORATED | $65,000 | – | 1,035 | +100.0% | 0.05% | – |
PPG | New | PPG INDUSTRIES INCORPORATED | $65,000 | – | 634 | +100.0% | 0.05% | – |
UN | New | UNILEVER N V N Y SHS NEW | $62,000 | – | 1,150 | +100.0% | 0.05% | – |
CNK | New | CINEMARK HOLDINGS INCORPORATED | $63,000 | – | 1,757 | +100.0% | 0.05% | – |
DAL | New | DELTA AIR LINES INCORPORATED DEL COM NEW | $63,000 | – | 1,262 | +100.0% | 0.05% | – |
DAR | New | DARLING INGREDIENTS INCORPORATED | $62,000 | – | 3,245 | +100.0% | 0.05% | – |
EGIF | New | EAGLE GRWTH & INCOME OPPTY FD COM SHS BEN IN | $63,000 | – | 5,000 | +100.0% | 0.05% | – |
AOR | New | ISHARES TR GRWT ALLOCAT ETFgrwt allocat etf | $61,000 | – | 1,473 | +100.0% | 0.05% | – |
IYE | New | ISHARES TR U.S. ENERGY ETFu.s. energy etf | $61,000 | – | 1,950 | +100.0% | 0.05% | – |
QEP | New | QEP RES INCORPORATED | $60,000 | – | 10,700 | +100.0% | 0.05% | – |
JCE | New | NUVEEN CORE EQUITY ALPHA FUND | $60,000 | – | 5,000 | +100.0% | 0.05% | – |
CL | New | COLGATE PALMOLIVE COMPANY | $60,000 | – | 1,000 | +100.0% | 0.05% | – |
GIS | New | GENERAL MLS INCORPORATED | $58,000 | – | 1,480 | +100.0% | 0.04% | – |
RNG | New | RINGCENTRAL INCORPORATED CLASSAcl a | $59,000 | – | 720 | +100.0% | 0.04% | – |
VLO | New | VALERO ENERGY CORPORATION NEW | $57,000 | – | 759 | +100.0% | 0.04% | – |
INCY | New | INCYTE CORPORATION | $57,000 | – | 892 | +100.0% | 0.04% | – |
WP | New | WORLDPAY INCORPORATED CLASS Acl a | $57,000 | – | 750 | +100.0% | 0.04% | – |
LNC | New | LINCOLN NATL CORPORATION IND | $57,000 | – | 1,105 | +100.0% | 0.04% | – |
AAN | New | AARONS INCORPORATED COM PAR 0.50 | $56,000 | – | 1,341 | +100.0% | 0.04% | – |
CBRE | New | CBRE GROUP INCORPORATED CLASS Acl a | $56,000 | – | 1,399 | +100.0% | 0.04% | – |
AMD | New | ADVANCED MICRO DEVICES INCORPORATED | $55,000 | – | 3,000 | +100.0% | 0.04% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INCORPORATED | $53,000 | – | 781 | +100.0% | 0.04% | – |
MYL | New | MYLAN N V SHS EURO | $54,000 | – | 1,954 | +100.0% | 0.04% | – |
SPOT | New | SPOTIFY TECHNOLOGY S ASHS (LUXEMBOURG) | $53,000 | – | 470 | +100.0% | 0.04% | – |
PLD | New | PROLOGIS INCORPORATED REIT | $54,000 | – | 912 | +100.0% | 0.04% | – |
CVA | New | COVANTA HLDG CORPORATION | $53,000 | – | 3,950 | +100.0% | 0.04% | – |
FB | New | FACEBOOK INCORPORATED CLASS Acl a | $54,000 | – | 412 | +100.0% | 0.04% | – |
NMRK | New | NEWMARK GROUP INCORPORATEDCLASS Acl a | $52,000 | – | 6,493 | +100.0% | 0.04% | – |
IJH | New | ISHARES TR CORE S&P MCP ETFcore s&p mcp etf | $51,000 | – | 305 | +100.0% | 0.04% | – |
GLPI | New | GAMING & LEISURE PPTYS INCORPORATED REIT | $51,000 | – | 1,565 | +100.0% | 0.04% | – |
LEA | New | LEAR CORPORATION COM NEW | $51,000 | – | 416 | +100.0% | 0.04% | – |
BBN | New | BLACKROCK TAX MUNICPAL BD TR SHS | $51,000 | – | 2,450 | +100.0% | 0.04% | – |
TCBI | New | TEXAS CAPITAL BANCSHARES INCORPORATED | $51,000 | – | 1,000 | +100.0% | 0.04% | – |
STWD | New | STARWOOD PROPERTY TR INCORPORATED REIT | $49,000 | – | 2,500 | +100.0% | 0.04% | – |
KRE | New | SPDR SERIES TRUST S&P REGL BKG ETFs&p regl bkg | $49,000 | – | 1,050 | +100.0% | 0.04% | – |
D | New | DOMINION ENERGY INCORPORATED | $49,000 | – | 682 | +100.0% | 0.04% | – |
WFCPRL | New | WELLS FARGO & CO PFDperp pfd cnv a | $50,000 | – | 40 | +100.0% | 0.04% | – |
IP | New | INTERNATIONAL PAPER COMPANY | $49,000 | – | 1,222 | +100.0% | 0.04% | – |
BACPRL | New | BANK OF AMERICA CORPORATION 7.25 CNV PFD L7.25%cnv pfd l | $50,000 | – | 40 | +100.0% | 0.04% | – |
SLV | New | ISHARES SILVER TRUST ISHARESishares | $48,000 | – | 3,300 | +100.0% | 0.04% | – |
JHML | New | JOHN HANCOCK ETF TRUST MULTIFACTOR LARGE CAP ETFmltfctr lrg cap | $48,000 | – | 1,500 | +100.0% | 0.04% | – |
VTI | New | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $47,000 | – | 366 | +100.0% | 0.04% | – |
FDUS | New | FIDUS INVT CORPORATION | $47,000 | – | 4,000 | +100.0% | 0.04% | – |
NEE | New | NEXTERA ENERGY INCORPORATED | $47,000 | – | 272 | +100.0% | 0.04% | – |
EHC | New | ENCOMPASS HEALTH CORPORATION | $46,000 | – | 750 | +100.0% | 0.04% | – |
VOO | New | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $46,000 | – | 200 | +100.0% | 0.04% | – |
GE | New | GENERAL ELECTRIC COMPANY | $45,000 | – | 6,000 | +100.0% | 0.04% | – |
EOG | New | EOG RES INCORPORATED | $44,000 | – | 500 | +100.0% | 0.03% | – |
SSNC | New | SS&C TECHNOLOGIES HLDGS INCORPORATED | $44,000 | – | 976 | +100.0% | 0.03% | – |
IWL | New | ISHARES TR RUS TOP 200 ETFrus top 200 etf | $44,000 | – | 750 | +100.0% | 0.03% | – |
BSJJ | New | GUGGENHEIM BULLETSHARES 2019 HIGH YIELD CORP BD ETF | $43,000 | – | 1,800 | +100.0% | 0.03% | – |
EMLP | New | FIRST TRUST ETF IV NORTH AMERICAN ENERGYno amer energy | $43,000 | – | 2,000 | +100.0% | 0.03% | – |
BDJ | New | BLACKROCK ENHANCED EQT DIV TR | $43,000 | – | 5,500 | +100.0% | 0.03% | – |
VOE | New | VANGUARD INDEX FDS MCAP VL IDXVIPmcap vl idxvip | $43,000 | – | 450 | +100.0% | 0.03% | – |
CEN | New | CENTER COAST MLP & INFRSTR FD COM SHS | $43,000 | – | 6,350 | +100.0% | 0.03% | – |
SCHX | New | SCHWAB STRATEGIC TRUST US LARGE CAP ETFus lrg cap etf | $42,000 | – | 700 | +100.0% | 0.03% | – |
WFC | New | WELLS FARGO COMPANY NEW | $42,000 | – | 920 | +100.0% | 0.03% | – |
ANET | New | ARISTA NETWORKS INCORPORATED | $42,000 | – | 200 | +100.0% | 0.03% | – |
APPN | New | APPIAN CORPORATION CLASS Acl a | $42,000 | – | 1,580 | +100.0% | 0.03% | – |
BP | New | BP PLC SPONSORED ADRsponsored adr | $40,000 | – | 1,062 | +100.0% | 0.03% | – |
NFLX | New | NETFLIX INCORPORATED | $40,000 | – | 150 | +100.0% | 0.03% | – |
FAST | New | FASTENAL COMPANY | $40,000 | – | 766 | +100.0% | 0.03% | – |
DHR | New | DANAHER CORPORATION DEL | $41,000 | – | 400 | +100.0% | 0.03% | – |
WY | New | WEYERHAEUSER COMPANY REIT | $41,000 | – | 1,862 | +100.0% | 0.03% | – |
MPWR | New | MONOLITHIC PWR SYSTEMS INCORPORATED | $40,000 | – | 343 | +100.0% | 0.03% | – |
CLX | New | CLOROX COMPANY DEL | $39,000 | – | 250 | +100.0% | 0.03% | – |
NEWR | New | NEW RELIC INCORPORATED | $39,000 | – | 480 | +100.0% | 0.03% | – |
CHD | New | CHURCH & DWIGHT INCORPORATED | $39,000 | – | 600 | +100.0% | 0.03% | – |
TGP | New | TEEKAY LNG PARTNERS L P PRTNRSP UNITSprtnrsp units | $39,000 | – | 3,500 | +100.0% | 0.03% | – |
NOW | New | SERVICENOW INCORPORATED | $38,000 | – | 214 | +100.0% | 0.03% | – |
TAP | New | MOLSON COORS BREWING COMPANY CLASS Bcl b | $38,000 | – | 669 | +100.0% | 0.03% | – |
NEA | New | NUVEEN AMT FREE QLTY MUN INCME | $38,000 | – | 3,106 | +100.0% | 0.03% | – |
FANG | New | DIAMONDBACK ENERGY INCORPORATED | $36,000 | – | 385 | +100.0% | 0.03% | – |
DBEU | New | DB X-TRACKERS MSCI EUROPE HEDGED EQUITY FUNDxtrack msci eurp | $36,000 | – | 1,435 | +100.0% | 0.03% | – |
IEUR | New | ISHARES TR CORE MSCI EUROcore msci euro | $37,000 | – | 885 | +100.0% | 0.03% | – |
MET | New | METLIFE INCORPORATED | $37,000 | – | 907 | +100.0% | 0.03% | – |
MIC | New | MACQUARIE INFRASTRUCTURE CORPORATION | $37,000 | – | 1,000 | +100.0% | 0.03% | – |
LUMN | New | CENTURYLINK INCORPORATED | $37,000 | – | 2,435 | +100.0% | 0.03% | – |
PDT | New | HANCOCK JOHN PREMUIM DIV FD COM SH BEN INT | $36,000 | – | 2,580 | +100.0% | 0.03% | – |
VIS | New | VANGUARD INDUSTRIALS ETFindustrial etf | $36,000 | – | 295 | +100.0% | 0.03% | – |
IEX | New | IDEX CORPORATION | $35,000 | – | 278 | +100.0% | 0.03% | – |
WMB | New | WILLIAMS COMPANIES INCORPORATED DEL | $35,000 | – | 1,585 | +100.0% | 0.03% | – |
OASPQ | New | OASIS PETE INCORPORATED NEW | $35,000 | – | 6,383 | +100.0% | 0.03% | – |
ARLP | New | ALLIANCE RES PARTNER L PUT LTD PARTut ltd part | $35,000 | – | 2,000 | +100.0% | 0.03% | – |
DISCK | New | DISCOVERY COMMUNICATNS NEW COM SER C | $35,000 | – | 1,500 | +100.0% | 0.03% | – |
FLIR | New | FLIR SYSTEMS INCORPORATED | $35,000 | – | 807 | +100.0% | 0.03% | – |
LLL | New | L3 TECHNOLOGIES INCORPORATED | $35,000 | – | 200 | +100.0% | 0.03% | – |
NVS | New | NOVARTIS A G SPONSORED ADRsponsored adr | $34,000 | – | 401 | +100.0% | 0.03% | – |
CLR | New | CONTINENTAL RESOURCES INCORPORATED | $34,000 | – | 844 | +100.0% | 0.03% | – |
AXAS | New | ABRAXAS PETE CORPORATION | $33,000 | – | 30,000 | +100.0% | 0.02% | – |
NKE | New | NIKE INCORPORATED CLASS Bcl b | $30,000 | – | 400 | +100.0% | 0.02% | – |
BR | New | BROADRIDGE FINL SOLUTIONS INCORPORATED | $30,000 | – | 314 | +100.0% | 0.02% | – |
PGR | New | PROGRESSIVE CORPORATION OHIO | $29,000 | – | 473 | +100.0% | 0.02% | – |
EMN | New | EASTMAN CHEMICAL COMPANY | $29,000 | – | 400 | +100.0% | 0.02% | – |
TRGP | New | TARGA RES CORPORATION | $29,000 | – | 806 | +100.0% | 0.02% | – |
PYPL | New | PAYPAL HLDGS INCORPORATED | $29,000 | – | 345 | +100.0% | 0.02% | – |
YUM | New | YUM BRANDS INCORPORATED | $29,000 | – | 320 | +100.0% | 0.02% | – |
NUV | New | NUVEEN MUN VALUE FD INCORPORATED | $29,000 | – | 3,100 | +100.0% | 0.02% | – |
RDSA | New | ROYAL DUTCH SHELL PLC SPONS ADR Aspons adr a | $29,000 | – | 500 | +100.0% | 0.02% | – |
PWV | New | POWERSHARES ETF TRUST DYNM LRG CP VL PTdynmc lrg valu | $28,000 | – | 850 | +100.0% | 0.02% | – |
BSCM | New | GUGGENHEIM BULLETSHARES 2022 CORP BD ETF | $28,000 | – | 1,350 | +100.0% | 0.02% | – |
IWS | New | ISHARES TR RUS MDCP VAL ETFrus mdcp val etf | $27,000 | – | 360 | +100.0% | 0.02% | – |
AOM | New | ISHARES TR MODERT ALLOC ETFmodert alloc etf | $27,000 | – | 770 | +100.0% | 0.02% | – |
GDV | New | GABELLI DIVD & INCOME TR | $27,000 | – | 1,450 | +100.0% | 0.02% | – |
FHN | New | FIRST HORIZON NATL CORPORATION | $27,000 | – | 2,052 | +100.0% | 0.02% | – |
MRO | New | MARATHON OIL CORPORATION | $28,000 | – | 1,952 | +100.0% | 0.02% | – |
NEM | New | NEWMONT MINING CORPORATION | $28,000 | – | 800 | +100.0% | 0.02% | – |
JDD | New | NUVEEN DIVERSIFIED DIV INCM FD | $28,000 | – | 3,000 | +100.0% | 0.02% | – |
CLH | New | CLEAN HARBORS INCORPORATED | $28,000 | – | 576 | +100.0% | 0.02% | – |
XLU | New | SECTOR SPDR TR SBI INT-UTILSsbi int-utils | $28,000 | – | 520 | +100.0% | 0.02% | – |
VCR | New | VANGUARD CONSUMER DISCRETIONARY ETFconsum dis etf | $27,000 | – | 179 | +100.0% | 0.02% | – |
WTFC | New | WINTRUST FINL CORPORATION | $27,000 | – | 411 | +100.0% | 0.02% | – |
CDK | New | CDK GLOBAL INCORPORATED | $26,000 | – | 533 | +100.0% | 0.02% | – |
DGRW | New | WISDOMTREE TRUST US DIVID GROWTH FUNDus qtly div grt | $26,000 | – | 681 | +100.0% | 0.02% | – |
CXO | New | CONCHO RES INCORPORATED | $26,000 | – | 250 | +100.0% | 0.02% | – |
CCLP | New | CSI COMPRESSCO LP COM UNIT | $26,000 | – | 11,250 | +100.0% | 0.02% | – |
NUE | New | NUCOR CORPORATION | $26,000 | – | 500 | +100.0% | 0.02% | – |
TSLA | New | TESLA INCORPORATED | $25,000 | – | 75 | +100.0% | 0.02% | – |
PZA | New | INVESCO ETF IINATL AMT FREE MUN BDnatl amt muni | $25,000 | – | 992 | +100.0% | 0.02% | – |
NBR | New | NABORS INDUSTRIES LIMITED SHS | $25,000 | – | 12,300 | +100.0% | 0.02% | – |
KHC | New | KRAFT HEINZ COMPANY | $24,000 | – | 547 | +100.0% | 0.02% | – |
HDV | New | ISHARES TR CORE HIGH DV ETFcore high dv etf | $24,000 | – | 288 | +100.0% | 0.02% | – |
VNQ | New | VANGUARD REIT ETFreal estate etf | $24,000 | – | 324 | +100.0% | 0.02% | – |
NOG | New | NORTHERN OIL & GASINCORPORATED NEV | $23,000 | – | 10,000 | +100.0% | 0.02% | – |
DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTut ser 1 | $23,000 | – | 100 | +100.0% | 0.02% | – |
R | New | RYDER SYSTEMS INCORPORATED | $24,000 | – | 500 | +100.0% | 0.02% | – |
LQD | New | ISHARES TR IBOXX INV CP ETFiboxx inv cp etf | $24,000 | – | 215 | +100.0% | 0.02% | – |
STZ | New | CONSTELLATION BRANDS INCORPORATED CLASS Acl a | $23,000 | – | 145 | +100.0% | 0.02% | – |
DLTR | New | DOLLAR TREE INCORPORATED | $22,000 | – | 246 | +100.0% | 0.02% | – |
PAA | New | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNunit ltd partn | $22,000 | – | 1,122 | +100.0% | 0.02% | – |
SO | New | SOUTHERN COMPANY | $22,000 | – | 500 | +100.0% | 0.02% | – |
EVRG | New | EVERGY INCORPORATED | $22,000 | – | 380 | +100.0% | 0.02% | – |
IRDM | New | IRIDIUM COMMUNICATIONS INCORPORATED | $22,000 | – | 1,200 | +100.0% | 0.02% | – |
WLL | New | WHITING PETE CORPORATION NEWCOM NEW | $21,000 | – | 915 | +100.0% | 0.02% | – |
SIVB | New | SVB FINL GROUP | $21,000 | – | 111 | +100.0% | 0.02% | – |
ALGN | New | ALIGN TECHNOLOGY INCORPORATED | $21,000 | – | 100 | +100.0% | 0.02% | – |
HSY | New | HERSHEY COMPANY | $21,000 | – | 200 | +100.0% | 0.02% | – |
GAB | New | GABELLI EQUITY TR INCORPORATED | $20,000 | – | 3,886 | +100.0% | 0.02% | – |
ENB | New | ENBRIDGE INCORPORATED | $20,000 | – | 633 | +100.0% | 0.02% | – |
EFSC | New | ENTERPRISE FINL SVCS CORPORATION | $19,000 | – | 500 | +100.0% | 0.02% | – |
VTWO | New | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000vng rus2000idx | $20,000 | – | 185 | +100.0% | 0.02% | – |
TWOU | New | 2U INCORPORATED | $20,000 | – | 400 | +100.0% | 0.02% | – |
DVA | New | DAVITA INCORPORATED | $19,000 | – | 360 | +100.0% | 0.02% | – |
CRZO | New | CARRIZO OIL & GAS INCORPORATED | $19,000 | – | 1,700 | +100.0% | 0.02% | – |
WLTW | New | WILLIS TOWERS WATSON PUB LIMITED SHS | $18,000 | – | 121 | +100.0% | 0.01% | – |
HBI | New | HANESBRANDS INCORPORATED | $18,000 | – | 1,400 | +100.0% | 0.01% | – |
MMC | New | MARSH & MCLENNAN COMPANIES INCORPORATED | $18,000 | – | 225 | +100.0% | 0.01% | – |
VFC | New | V F CORPORATION | $18,000 | – | 250 | +100.0% | 0.01% | – |
IVV | New | ISHARES TR CORE S&P500 ETFcore s&p500 etf | $18,000 | – | 70 | +100.0% | 0.01% | – |
BX | New | BLACKSTONE GROUP L P COM UNIT LTD | $18,000 | – | 600 | +100.0% | 0.01% | – |
ITOT | New | ISHARES TR CORE S&P TTL STKcore s&p ttl stk | $17,000 | – | 300 | +100.0% | 0.01% | – |
RYAAY | New | RYANAIR HLDGS PLC SPONSORED ADR NEsponsored adr ne | $17,000 | – | 243 | +100.0% | 0.01% | – |
DOX | New | AMDOCS LIMITED SHS | $15,000 | – | 250 | +100.0% | 0.01% | – |
MUSA | New | MURPHY USA INCORPORATED | $16,000 | – | 212 | +100.0% | 0.01% | – |
MHK | New | MOHAWK INDUSTRIES INCORPORATED | $15,000 | – | 126 | +100.0% | 0.01% | – |
TOL | New | TOLL BROTHERS INCORPORATED | $16,000 | – | 500 | +100.0% | 0.01% | – |
BKH | New | BLACK HILLS CORPORATION | $16,000 | – | 250 | +100.0% | 0.01% | – |
ANTM | New | ANTHEM INCORPORATED | $16,000 | – | 60 | +100.0% | 0.01% | – |
IYF | New | ISHARES TR U.S. FINLS ETFu.s. finls etf | $16,000 | – | 150 | +100.0% | 0.01% | – |
DES | New | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDus smallcap divd | $16,000 | – | 660 | +100.0% | 0.01% | – |
YETI | New | YETI HLDGS INCORPORATED | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
LAZ | New | LAZARD LIMITED SHS A | $16,000 | – | 443 | +100.0% | 0.01% | – |
AVK | New | ADVENT CLAYMORE CV SECS & INCORPORATED | $15,000 | – | 1,194 | +100.0% | 0.01% | – |
GOLD | New | BARRICK GOLD CORPORATION | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
ARRY | New | ARRAY BIOPHARMA INCORPORATED | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
PNC | New | PNC FINL SVCS GROUP INCORPORATED | $14,000 | – | 120 | +100.0% | 0.01% | – |
XYL | New | XYLEM INCORPORATED | $13,000 | – | 200 | +100.0% | 0.01% | – |
GBCI | New | GLACIER BANCORP INCORPORATED NEW | $13,000 | – | 320 | +100.0% | 0.01% | – |
AZN | New | ASTRAZENECA PLC SPONSORED ADRsponsored adr | $13,000 | – | 350 | +100.0% | 0.01% | – |
VBR | New | VANGUARD SMALL-CAP VALUE ETFsm cp val etf | $13,000 | – | 110 | +100.0% | 0.01% | – |
NYCB | New | NEW YORK CMNTY BANCORP INCORPORATED | $13,000 | – | 1,400 | +100.0% | 0.01% | – |
ACHC | New | ACADIA HEALTHCARE COMPANY INCORPORATED | $13,000 | – | 500 | +100.0% | 0.01% | – |
DISCA | New | DISCOVERY COMMUNICATNS NEW COM SER A | $12,000 | – | 500 | +100.0% | 0.01% | – |
PTLC | New | PACER TRENDPILOT US LARGE CAPETFtrendp us lar cp | $12,000 | – | 430 | +100.0% | 0.01% | – |
TRN | New | TRINITY INDUSTRIES INCORPORATED | $12,000 | – | 603 | +100.0% | 0.01% | – |
LIN | New | LINDE PLC (IRELAND) | $12,000 | – | 78 | +100.0% | 0.01% | – |
ACA | New | ARCOSA INCORPORATED | $12,000 | – | 446 | +100.0% | 0.01% | – |
TMO | New | THERMO FISHER SCIENTIFIC INCORPORATED | $12,000 | – | 53 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HLDGS INCORPORATED | $11,000 | – | 320 | +100.0% | 0.01% | – |
BTI | New | BRITISH AMERN TOB PLC SPONSORED ADRsponsored adr | $11,000 | – | 340 | +100.0% | 0.01% | – |
HACK | New | ETF MANAGERS TRUSTPUREFUNDS ISE CYBER SECprime cybr scrty | $10,000 | – | 300 | +100.0% | 0.01% | – |
PII | New | POLARIS INDUSTRIES INCORPORATED | $10,000 | – | 125 | +100.0% | 0.01% | – |
PTEN | New | PATTERSON UTI ENERGY INCORPORATED | $10,000 | – | 1,000 | +100.0% | 0.01% | – |
VOD | New | VODAFONE GROUP PLC NEW SPONSORED ADRsponsored adr | $10,000 | – | 536 | +100.0% | 0.01% | – |
VVR | New | INVESCO SR INCOME TR | $11,000 | – | 2,900 | +100.0% | 0.01% | – |
VDC | New | VANGUARD CONSUMER STAPLES ETFconsum stp etf | $11,000 | – | 86 | +100.0% | 0.01% | – |
PPL | New | PPL CORPORATION | $11,000 | – | 400 | +100.0% | 0.01% | – |
WU | New | WESTERN UN COMPANY | $10,000 | – | 596 | +100.0% | 0.01% | – |
AMX | New | AMERICA MOVIL SAB DE CV SPON ADR L SHS | $9,000 | – | 598 | +100.0% | 0.01% | – |
TSCO | New | TRACTOR SUPPLY COMPANY | $8,000 | – | 100 | +100.0% | 0.01% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADRsponsored adr | $8,000 | – | 225 | +100.0% | 0.01% | – |
MCK | New | MCKESSON CORPORATION | $8,000 | – | 75 | +100.0% | 0.01% | – |
CCI | New | CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT | $8,000 | – | 75 | +100.0% | 0.01% | – |
MCEP | New | MID CON ENERGY PARTNERS LP COM UNIT REPST | $8,000 | – | 9,500 | +100.0% | 0.01% | – |
TIF | New | TIFFANY & COMPANY NEW | $8,000 | – | 100 | +100.0% | 0.01% | – |
FLS | New | FLOWSERVE CORPORATION | $6,000 | – | 148 | +100.0% | 0.01% | – |
ISCG | New | ISHARES TR MRGSTR SM CP GRmrgstr sm cp gr | $7,000 | – | 40 | +100.0% | 0.01% | – |
FXN | New | FIRST TRUST ETF II ENERGY ALPHADEX FUNDenergy alphadx | $6,000 | – | 545 | +100.0% | 0.01% | – |
AGG | New | ISHARES TR CORE US AGGBD ETcore us aggbd et | $6,000 | – | 55 | +100.0% | 0.01% | – |
LLEXQ | New | LILIS ENERGY INCORPORATED COMNEW | $7,000 | – | 5,000 | +100.0% | 0.01% | – |
REZI | New | RESIDEO TECHNOLOGIESINCORPORATED | $7,000 | – | 356 | +100.0% | 0.01% | – |
SONY | New | SONY CORPORATION SPONSORED ADRsponsored adr | $6,000 | – | 125 | +100.0% | 0.01% | – |
IWR | New | ISHARES TR RUS MID CAP ETFrus mid cap etf | $6,000 | – | 120 | +100.0% | 0.01% | – |
APVO | New | APTEVO THERAPEUTICSINCORPORATED | $6,000 | – | 5,000 | +100.0% | 0.01% | – |
XLRE | New | SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTORrl est sel sec | $7,000 | – | 222 | +100.0% | 0.01% | – |
UL | New | UNILEVER PLC SPON ADR NEWspon adr new | $6,000 | – | 124 | +100.0% | 0.01% | – |
HEDJ | New | WISDOMTREE TRUST CURRENCY HEDGED DEFA FDeurope hedged eq | $6,000 | – | 100 | +100.0% | 0.01% | – |
AMGP | New | ANTERO MIDSTREAM GP LP COM SHS REPSTG | $6,000 | – | 500 | +100.0% | 0.01% | – |
CNI | New | CANADIAN NATL RY COMPANY | $7,000 | – | 100 | +100.0% | 0.01% | – |
RPM | New | RPM INTERNATIONAL INCORPORATED | $6,000 | – | 97 | +100.0% | 0.01% | – |
FTHI | New | FIRST TRUST BUYWRITE INCOME ETFbuywrit incm etf | $6,000 | – | 311 | +100.0% | 0.01% | – |
LUV | New | SOUTHWEST AIRLS COMPANY | $5,000 | – | 100 | +100.0% | 0.00% | – |
FEP | New | FIRST TRUST EXCHANGE TRADEDALPHADEX FUND II EUROPEeurope alphadex | $5,000 | – | 150 | +100.0% | 0.00% | – |
MPW | New | MEDICAL PPTYS TRUST INCORPORATED REIT | $5,000 | – | 300 | +100.0% | 0.00% | – |
CHK | New | CHESAPEAKE ENERGY CORPORATION | $4,000 | – | 1,700 | +100.0% | 0.00% | – |
AM | New | ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTNunt ltd partn | $4,000 | – | 200 | +100.0% | 0.00% | – |
F | New | FORD MTR COMPANY DEL COM PAR 0.01 | $4,000 | – | 500 | +100.0% | 0.00% | – |
TOO | New | TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UNpartnership un | $4,000 | – | 3,000 | +100.0% | 0.00% | – |
FTV | New | FORTIVE CORPORATION | $4,000 | – | 60 | +100.0% | 0.00% | – |
ZNOG | New | ZION OIL & GAS INCORPORATED | $2,000 | – | 4,000 | +100.0% | 0.00% | – |
GMLP | New | GOLAR LNG PARTNERS LP COM UNIT LPI | $3,000 | – | 300 | +100.0% | 0.00% | – |
GTX | New | GARRETT MOTION INCORPORATED | $3,000 | – | 213 | +100.0% | 0.00% | – |
DSW | New | DSW INCORPORATED CLASS Acl a | $2,000 | – | 80 | +100.0% | 0.00% | – |
GMWSB | New | GENERAL MTRS COMPANY WARRANT EXP 071019*w exp 07/10/201 | $2,000 | – | 96 | +100.0% | 0.00% | – |
CC | New | CHEMOURS COMPANY | $2,000 | – | 60 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE COMPANY | $3,000 | – | 253 | +100.0% | 0.00% | – |
CMG | New | CHIPOTLE MEXICAN GRILL INCORPORATED | $2,000 | – | 5 | +100.0% | 0.00% | – |
TJX | New | TJX COMPANIES INCORPORATED NEW | $2,000 | – | 50 | +100.0% | 0.00% | – |
KDP | New | KEURIG DR PEPPER INCORPORATED | $2,000 | – | 75 | +100.0% | 0.00% | – |
SNAP | New | SNAP INCORPORATED CLASS Acl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY COMPANY | $1,000 | – | 21 | +100.0% | 0.00% | – |
EFG | New | ISHARES TR EAFE GRWTH ETFeafe grwth etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
MFGP | New | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWspon adr new | $1,000 | – | 34 | +100.0% | 0.00% | – |
REGI | New | RENEWABLE ENERGY GROUP INCORPORATED COM NEW | $1,000 | – | 23 | +100.0% | 0.00% | – |
AVNS | New | AVANOS MED INCORPORATED | $1,000 | – | 18 | +100.0% | 0.00% | – |
AMRX | New | AMNEAL PHARMACEUTICALSINCORPORATED COM STK CLASS A | $1,000 | – | 110 | +100.0% | 0.00% | – |
IQDF | New | FLEXSHARES TRUST INTL QUALITY DIVIDENDintl qltdv idx | $1,000 | – | 68 | +100.0% | 0.00% | – |
IPWR | New | IDEAL PWR INCORPORATED | $0 | – | 1,152 | +100.0% | 0.00% | – |
LTS | New | LADENBURG THALMAN FIN SVCS INCORPORATED | $0 | – | 194 | +100.0% | 0.00% | – |
SRE | New | SEMPRA ENERGY | $0 | – | 3 | +100.0% | 0.00% | – |
MAT | New | MATTEL INCORPORATED | $0 | – | 1 | +100.0% | 0.00% | – |
PRSP | New | PERSPECTA INCORPORATED | $0 | – | 10 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INCORPORATED REIT | $0 | – | 2 | +100.0% | 0.00% | – |
WPG | New | WASHINGTON PRIME GROUP NEW REIT | $0 | – | 39 | +100.0% | 0.00% | – |
CRCQQ | New | CALIFORNIA RES CORPORATION COM NEW | $0 | – | 1 | +100.0% | 0.00% | – |
VSM | New | VERSUM MATLS INCORPORATED | $0 | – | 12 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
EXXON MOBIL CORPORATION | 20 | Q3 2023 | 20.7% |
APPLE INCORPORATED | 20 | Q3 2023 | 5.8% |
MICROSOFT CORPORATION | 20 | Q3 2023 | 4.9% |
ISHARES TR MIN VOL USA ETF | 20 | Q3 2023 | 5.6% |
PACER TRENDPILOT US LARGE CAPETF | 20 | Q3 2023 | 10.7% |
SPDR S&P 500 ETF TRUST | 20 | Q3 2023 | 4.4% |
VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.4% |
CHEVRON CORPORATION NEW | 20 | Q3 2023 | 4.6% |
AMAZON COM INCORPORATED | 20 | Q3 2023 | 2.2% |
SPDR S&P MIDCAP 400 ETF TRUST | 20 | Q3 2023 | 2.2% |
View Meridian Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-26 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-02 |
13F-HR | 2021-11-12 |
View Meridian Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.