$105 Million is the total value of MBE Wealth Management, LLC's 591 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 1341.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $26,141,000 | -14.1% | 101,169 | +7.4% | 24.92% | -18.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $11,563,000 | -8.8% | 354,818 | +17.7% | 11.02% | -13.2% |
| QUAL | Buy | ISHARES TRusa quality fctr | $10,345,000 | -10.4% | 127,658 | +11.6% | 9.86% | -14.7% |
| USMV | Buy | ISHARES TRmsci min vol etf | $7,918,000 | -10.5% | 146,608 | +8.7% | 7.55% | -14.8% |
| IAGG | Buy | ISHARES TRcore intl aggr | $5,140,000 | +4.4% | 93,993 | +4.6% | 4.90% | -0.5% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $4,508,000 | -11.1% | 206,456 | +32.9% | 4.30% | -15.3% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $3,749,000 | – | 153,559 | +100.0% | 3.57% | – |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $3,037,000 | -13.0% | 96,595 | +10.3% | 2.90% | -17.1% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $2,280,000 | -5.4% | 26,185 | -0.8% | 2.17% | -9.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,972,000 | +6.1% | 38,124 | +3.5% | 1.88% | +1.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,754,000 | +4.0% | 22,180 | +6.5% | 1.67% | -0.9% |
| INTF | Buy | ISHARES TRmultifactor intl | $1,608,000 | -19.2% | 79,375 | +7.9% | 1.53% | -23.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $1,423,000 | +17.4% | 31,077 | +45.1% | 1.36% | +11.9% |
| IUSB | Buy | ISHARES TRcore total usd | $981,000 | +8.2% | 18,700 | +7.4% | 0.94% | +3.0% |
| ECL | Sell | ECOLAB INC | $931,000 | -22.6% | 5,977 | -4.2% | 0.89% | -26.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $904,000 | -57.3% | 12,788 | -43.4% | 0.86% | -59.3% |
| ESGU | New | ISHARES TResg msci usa etf | $815,000 | – | 14,176 | +100.0% | 0.78% | – |
| AAPL | Buy | APPLE INC | $690,000 | -4.8% | 2,717 | +9.9% | 0.66% | -9.4% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $660,000 | -33.3% | 27,583 | -12.7% | 0.63% | -36.5% |
| MTUM | Sell | ISHARES TRusa momentum fct | $609,000 | -50.2% | 5,723 | -41.3% | 0.58% | -52.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $384,000 | -11.5% | 13,507 | +16.8% | 0.37% | -15.7% |
| MSFT | Buy | MICROSOFT CORP | $343,000 | +32.4% | 2,176 | +32.3% | 0.33% | +26.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $330,000 | -15.4% | 4,150 | -1.3% | 0.32% | -19.2% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $307,000 | -34.7% | 12,483 | +4.6% | 0.29% | -37.7% |
| T | Buy | AT&T INC | $289,000 | -16.7% | 9,925 | +11.7% | 0.28% | -20.7% |
| GLD | Sell | SPDR GOLD TRUST | $281,000 | -6.6% | 1,902 | -10.0% | 0.27% | -11.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $279,000 | +36.1% | 6,619 | +93.5% | 0.27% | +29.8% |
| NEE | NEXTERA ENERGY INC | $247,000 | -0.4% | 1,028 | 0.0% | 0.24% | -5.2% | |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $245,000 | -14.3% | 5,998 | -2.7% | 0.23% | -18.2% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $239,000 | -17.3% | 2,321 | 0.0% | 0.23% | -21.1% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $227,000 | -4.6% | 3,261 | +26.9% | 0.22% | -9.2% |
| KO | Buy | COCA COLA CO | $221,000 | -13.3% | 4,997 | +8.2% | 0.21% | -17.3% |
| EFAV | New | ISHARES TRmin vol eafe etf | $210,000 | – | 3,390 | +100.0% | 0.20% | – |
| D | Buy | DOMINION ENERGY INC | $205,000 | -12.4% | 2,853 | +0.7% | 0.20% | -16.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $204,000 | -16.7% | 3,798 | -4.8% | 0.19% | -20.8% |
| MGEE | Buy | MGE ENERGY INC | $204,000 | -16.7% | 3,120 | +0.0% | 0.19% | -20.8% |
| MBB | Sell | ISHARES TRmbs etf | $202,000 | -2.9% | 1,832 | -4.8% | 0.19% | -7.2% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $199,000 | -18.4% | 3,550 | -17.9% | 0.19% | -22.1% |
| WEC | New | WEC ENERGY GROUP INC | $190,000 | – | 2,157 | +100.0% | 0.18% | – |
| QUS | New | SPDR SER TRmsci usa strtgic | $185,000 | – | 2,429 | +100.0% | 0.18% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $184,000 | – | 6,660 | +100.0% | 0.18% | – |
| HEZU | Sell | ISHARES TRcur hd eurzn etf | $182,000 | -26.6% | 7,739 | -1.0% | 0.17% | -30.2% |
| AGG | New | ISHARES TRcore us aggbd et | $177,000 | – | 1,542 | +100.0% | 0.17% | – |
| LNT | New | ALLIANT ENERGY CORP | $176,000 | – | 3,652 | +100.0% | 0.17% | – |
| XOM | Buy | EXXON MOBIL CORP | $170,000 | -20.6% | 4,482 | +45.6% | 0.16% | -24.3% |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $169,000 | – | 3,316 | +100.0% | 0.16% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $162,000 | – | 1,335 | +100.0% | 0.15% | – |
| KMB | New | KIMBERLY CLARK CORP | $162,000 | – | 1,267 | +100.0% | 0.15% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $160,000 | – | 6,492 | +100.0% | 0.15% | – |
| IBDR | New | ISHARES TRibonds dec2026 | $153,000 | – | 6,237 | +100.0% | 0.15% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $153,000 | – | 978 | +100.0% | 0.15% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $142,000 | – | 2,275 | +100.0% | 0.14% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $139,000 | – | 5,628 | +100.0% | 0.13% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $138,000 | – | 2,267 | +100.0% | 0.13% | – |
| PFE | New | PFIZER INC | $137,000 | – | 4,207 | +100.0% | 0.13% | – |
| JNJ | New | JOHNSON & JOHNSON | $136,000 | – | 1,039 | +100.0% | 0.13% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $130,000 | – | 3,909 | +100.0% | 0.12% | – |
| INTC | New | INTEL CORP | $128,000 | – | 2,378 | +100.0% | 0.12% | – |
| UNP | New | UNION PAC CORP | $125,000 | – | 889 | +100.0% | 0.12% | – |
| NVDA | New | NVIDIA CORP | $123,000 | – | 467 | +100.0% | 0.12% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $122,000 | – | 580 | +100.0% | 0.12% | – |
| MUB | New | ISHARES TRnational mun etf | $121,000 | – | 1,074 | +100.0% | 0.12% | – |
| MRK | New | MERCK & CO. INC | $120,000 | – | 1,569 | +100.0% | 0.11% | – |
| XEL | New | XCEL ENERGY INC | $114,000 | – | 1,898 | +100.0% | 0.11% | – |
| DVYE | New | ISHARES INCem mkts div etf | $113,000 | – | 4,039 | +100.0% | 0.11% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $111,000 | – | 2,107 | +100.0% | 0.11% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $109,000 | – | 6,680 | +100.0% | 0.10% | – |
| PG | New | PROCTER & GAMBLE CO | $109,000 | – | 993 | +100.0% | 0.10% | – |
| CVX | New | CHEVRON CORP NEW | $103,000 | – | 1,435 | +100.0% | 0.10% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $102,000 | – | 1,134 | +100.0% | 0.10% | – |
| ARWR | Sell | ARROWHEAD PHARMACEUTICALS IN | $100,000 | -55.9% | 3,500 | -2.5% | 0.10% | -58.1% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $98,000 | – | 1,116 | +100.0% | 0.09% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $97,000 | – | 1,209 | +100.0% | 0.09% | – |
| DIS | New | DISNEY WALT CO | $95,000 | – | 992 | +100.0% | 0.09% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $94,000 | – | 7,216 | +100.0% | 0.09% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $93,000 | – | 1,050 | +100.0% | 0.09% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $92,000 | – | 3,650 | +100.0% | 0.09% | – |
| ICVT | New | ISHARES TRconv bd etf | $90,000 | – | 1,660 | +100.0% | 0.09% | – |
| MCD | New | MCDONALDS CORP | $82,000 | – | 498 | +100.0% | 0.08% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $81,000 | – | 289 | +100.0% | 0.08% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $81,000 | – | 1,315 | +100.0% | 0.08% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $80,000 | – | 1,219 | +100.0% | 0.08% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $80,000 | – | 1,489 | +100.0% | 0.08% | – |
| LRGF | New | ISHARES TRmultifactor usa | $79,000 | – | 3,010 | +100.0% | 0.08% | – |
| ONEV | New | SPDR SER TRrussell low vol | $78,000 | – | 1,257 | +100.0% | 0.07% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $77,000 | – | 675 | +100.0% | 0.07% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $76,000 | – | 3,099 | +100.0% | 0.07% | – |
| DPZ | New | DOMINOS PIZZA INC | $74,000 | – | 230 | +100.0% | 0.07% | – |
| JPM | New | JPMORGAN CHASE & CO | $75,000 | – | 844 | +100.0% | 0.07% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $71,000 | – | 1,563 | +100.0% | 0.07% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $70,000 | – | 751 | +100.0% | 0.07% | – |
| DVY | New | ISHARES TRselect divid etf | $70,000 | – | 956 | +100.0% | 0.07% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $69,000 | – | 60 | +100.0% | 0.07% | – |
| ABBV | New | ABBVIE INC | $67,000 | – | 883 | +100.0% | 0.06% | – |
| ATO | New | ATMOS ENERGY CORP | $67,000 | – | 680 | +100.0% | 0.06% | – |
| V | New | VISA INC | $66,000 | – | 415 | +100.0% | 0.06% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $66,000 | – | 3,179 | +100.0% | 0.06% | – |
| PEP | New | PEPSICO INC | $66,000 | – | 556 | +100.0% | 0.06% | – |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $66,000 | -83.5% | 750 | -77.5% | 0.06% | -84.2% |
| IYH | New | ISHARES TRus hlthcare etf | $66,000 | – | 355 | +100.0% | 0.06% | – |
| WMT | New | WALMART INC | $64,000 | – | 570 | +100.0% | 0.06% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $63,000 | – | 1,301 | +100.0% | 0.06% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $62,000 | – | 343 | +100.0% | 0.06% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $61,000 | – | 2,320 | +100.0% | 0.06% | – |
| ABT | New | ABBOTT LABS | $60,000 | – | 766 | +100.0% | 0.06% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $60,000 | – | 1,030 | +100.0% | 0.06% | – |
| WELL | New | WELLTOWER INC | $58,000 | – | 1,269 | +100.0% | 0.06% | – |
| AMZN | New | AMAZON COM INC | $58,000 | – | 30 | +100.0% | 0.06% | – |
| FHLC | New | FIDELITY COVINGTON TRmsci hlth care i | $58,000 | – | 1,368 | +100.0% | 0.06% | – |
| MDU | New | MDU RES GROUP INC | $58,000 | – | 2,725 | +100.0% | 0.06% | – |
| WFC | New | WELLS FARGO CO NEW | $57,000 | – | 2,007 | +100.0% | 0.05% | – |
| LLY | New | LILLY ELI & CO | $57,000 | – | 416 | +100.0% | 0.05% | – |
| COST | New | COSTCO WHSL CORP NEW | $57,000 | – | 200 | +100.0% | 0.05% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $57,000 | – | 1,406 | +100.0% | 0.05% | – |
| PM | New | PHILIP MORRIS INTL INC | $55,000 | – | 762 | +100.0% | 0.05% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $54,000 | – | 3,198 | +100.0% | 0.05% | – |
| SHOP | New | SHOPIFY INCcl a | $53,000 | – | 128 | +100.0% | 0.05% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $52,000 | – | 1,042 | +100.0% | 0.05% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $52,000 | – | 200 | +100.0% | 0.05% | – |
| CVS | New | CVS HEALTH CORP | $52,000 | – | 891 | +100.0% | 0.05% | – |
| QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $52,000 | – | 985 | +100.0% | 0.05% | – |
| IDV | New | ISHARES TRintl sel div etf | $51,000 | – | 2,263 | +100.0% | 0.05% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $51,000 | – | 1,500 | +100.0% | 0.05% | – |
| IWR | New | ISHARES TRrus mid cap etf | $50,000 | – | 1,181 | +100.0% | 0.05% | – |
| SO | New | SOUTHERN CO | $49,000 | – | 915 | +100.0% | 0.05% | – |
| CSCO | New | CISCO SYS INC | $48,000 | – | 1,229 | +100.0% | 0.05% | – |
| AOK | New | ISHARES TRconser alloc etf | $47,000 | – | 1,395 | +100.0% | 0.04% | – |
| NUBD | New | NUSHARES ETF TRnuveen esg us | $46,000 | – | 1,768 | +100.0% | 0.04% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $46,000 | – | 1,090 | +100.0% | 0.04% | – |
| RTN | New | RAYTHEON CO | $45,000 | – | 350 | +100.0% | 0.04% | – |
| MO | New | ALTRIA GROUP INC | $45,000 | – | 1,166 | +100.0% | 0.04% | – |
| WM | New | WASTE MGMT INC DEL | $45,000 | – | 488 | +100.0% | 0.04% | – |
| MCO | New | MOODYS CORP | $44,000 | – | 210 | +100.0% | 0.04% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD I | $44,000 | – | 5,062 | +100.0% | 0.04% | – |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $44,000 | -85.5% | 340 | -80.0% | 0.04% | -86.1% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $44,000 | – | 268 | +100.0% | 0.04% | – |
| BAC | New | BK OF AMERICA CORP | $43,000 | – | 2,035 | +100.0% | 0.04% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $43,000 | – | 495 | +100.0% | 0.04% | – |
| AZO | New | AUTOZONE INC | $42,000 | – | 50 | +100.0% | 0.04% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $42,000 | – | 436 | +100.0% | 0.04% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $41,000 | – | 745 | +100.0% | 0.04% | – |
| BTZ | New | BLACKROCK CR ALLOCATION INCO | $41,000 | – | 3,546 | +100.0% | 0.04% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $41,000 | – | 213 | +100.0% | 0.04% | – |
| FISV | New | FISERV INC | $40,000 | – | 428 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66 | $39,000 | – | 736 | +100.0% | 0.04% | – |
| ORCL | New | ORACLE CORP | $39,000 | – | 813 | +100.0% | 0.04% | – |
| JFR | New | NUVEEN FLOATING RATE INCOME | $39,000 | – | 5,265 | +100.0% | 0.04% | – |
| HDV | New | ISHARES TRcore high dv etf | $37,000 | – | 518 | +100.0% | 0.04% | – |
| CATH | New | GLOBAL X FDSs&p 500 catholic | $37,000 | – | 1,186 | +100.0% | 0.04% | – |
| MOS | New | MOSAIC CO NEW | $37,000 | – | 3,498 | +100.0% | 0.04% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $37,000 | – | 696 | +100.0% | 0.04% | – |
| EAGG | New | ISHARES TResg us agr bd | $37,000 | – | 682 | +100.0% | 0.04% | – |
| LUV | New | SOUTHWEST AIRLS CO | $36,000 | – | 1,033 | +100.0% | 0.03% | – |
| CBU | New | COMMUNITY BK SYS INC | $36,000 | – | 623 | +100.0% | 0.03% | – |
| FREL | New | FIDELITY COVINGTON TRmsci rl est etf | $36,000 | – | 1,749 | +100.0% | 0.03% | – |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $36,000 | – | 877 | +100.0% | 0.03% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $36,000 | – | 1,253 | +100.0% | 0.03% | – |
| SUSC | New | ISHARES TResg usd corpt | $36,000 | – | 1,405 | +100.0% | 0.03% | – |
| SUSB | New | ISHARES TResg 1 5 yr usd | $36,000 | – | 1,446 | +100.0% | 0.03% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $35,000 | – | 307 | +100.0% | 0.03% | – |
| GBAB | New | GUGGENHEIM TAXABLE MUN MNGD | $35,000 | – | 1,627 | +100.0% | 0.03% | – |
| IBMJ | New | ISHARES TRibonds dec2021 | $35,000 | – | 1,400 | +100.0% | 0.03% | – |
| DE | New | DEERE & CO | $35,000 | – | 256 | +100.0% | 0.03% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $35,000 | – | 459 | +100.0% | 0.03% | – |
| IYF | New | ISHARES TRu.s. finls etf | $34,000 | – | 350 | +100.0% | 0.03% | – |
| ENB | New | ENBRIDGE INC | $33,000 | – | 1,163 | +100.0% | 0.03% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $32,000 | – | 785 | +100.0% | 0.03% | – |
| KLAC | New | KLA CORPORATION | $33,000 | – | 233 | +100.0% | 0.03% | – |
| UBER | New | UBER TECHNOLOGIES INC | $33,000 | – | 1,183 | +100.0% | 0.03% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $30,000 | – | 902 | +100.0% | 0.03% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $29,000 | – | 1,864 | +100.0% | 0.03% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $29,000 | – | 696 | +100.0% | 0.03% | – |
| LMT | New | LOCKHEED MARTIN CORP | $29,000 | – | 87 | +100.0% | 0.03% | – |
| CNI | New | CANADIAN NATL RY CO | $29,000 | – | 374 | +100.0% | 0.03% | – |
| EXC | New | EXELON CORP | $29,000 | – | 812 | +100.0% | 0.03% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $27,000 | – | 1,933 | +100.0% | 0.03% | – |
| BMO | New | BANK MONTREAL | $27,000 | – | 551 | +100.0% | 0.03% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $27,000 | – | 1,118 | +100.0% | 0.03% | – |
| IBDT | New | ISHARES TRibds dec28 etf | $27,000 | – | 1,044 | +100.0% | 0.03% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $27,000 | – | 1,086 | +100.0% | 0.03% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $27,000 | – | 285 | +100.0% | 0.03% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $26,000 | – | 305 | +100.0% | 0.02% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $26,000 | – | 333 | +100.0% | 0.02% | – |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $26,000 | – | 276 | +100.0% | 0.02% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $26,000 | – | 505 | +100.0% | 0.02% | – |
| BA | New | BOEING CO | $26,000 | – | 176 | +100.0% | 0.02% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $25,000 | – | 240 | +100.0% | 0.02% | – |
| IBB | New | ISHARES TRnasdaq biotech | $25,000 | – | 234 | +100.0% | 0.02% | – |
| DOV | New | DOVER CORP | $25,000 | – | 300 | +100.0% | 0.02% | – |
| IBDU | New | ISHARES TRibonds dec 29 | $25,000 | – | 1,074 | +100.0% | 0.02% | – |
| EMR | New | EMERSON ELEC CO | $25,000 | – | 531 | +100.0% | 0.02% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $25,000 | – | 445 | +100.0% | 0.02% | – |
| ADI | New | ANALOG DEVICES INC | $25,000 | – | 285 | +100.0% | 0.02% | – |
| AOM | New | ISHARES TRmodert alloc etf | $24,000 | – | 668 | +100.0% | 0.02% | – |
| HD | New | HOME DEPOT INC | $24,000 | – | 131 | +100.0% | 0.02% | – |
| USB | New | US BANCORP DEL | $24,000 | – | 724 | +100.0% | 0.02% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $23,000 | – | 547 | +100.0% | 0.02% | – |
| KMI | New | KINDER MORGAN INC DEL | $23,000 | – | 1,723 | +100.0% | 0.02% | – |
| EMGF | New | ISHARES INCmlt fctr emg mkt | $23,000 | – | 671 | +100.0% | 0.02% | – |
| CBOE | New | CBOE GLOBAL MARKETS INC | $23,000 | – | 266 | +100.0% | 0.02% | – |
| IYR | New | ISHARES TRu.s. real es etf | $23,000 | – | 344 | +100.0% | 0.02% | – |
| FE | New | FIRSTENERGY CORP | $22,000 | – | 551 | +100.0% | 0.02% | – |
| C | New | CITIGROUP INC | $22,000 | – | 524 | +100.0% | 0.02% | – |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $22,000 | – | 318 | +100.0% | 0.02% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $22,000 | – | 136 | +100.0% | 0.02% | – |
| BLK | New | BLACKROCK INC | $21,000 | – | 50 | +100.0% | 0.02% | – |
| PPL | New | PPL CORP | $21,000 | – | 891 | +100.0% | 0.02% | – |
| SMMV | New | ISHARES TRedge msci minm | $21,000 | – | 820 | +100.0% | 0.02% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $21,000 | – | 70 | +100.0% | 0.02% | – |
| ALL | New | ALLSTATE CORP | $21,000 | – | 229 | +100.0% | 0.02% | – |
| HYMB | New | SPDR SER TRnuveen bbg brcly | $21,000 | – | 390 | +100.0% | 0.02% | – |
| TIP | New | ISHARES TRtips bd etf | $21,000 | – | 185 | +100.0% | 0.02% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $21,000 | – | 714 | +100.0% | 0.02% | – |
| BKLN | New | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $21,000 | – | 1,071 | +100.0% | 0.02% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $21,000 | – | 396 | +100.0% | 0.02% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $20,000 | – | 804 | +100.0% | 0.02% | – |
| KEX | New | KIRBY CORP | $20,000 | – | 477 | +100.0% | 0.02% | – |
| TRP | New | TC ENERGY CORP | $20,000 | – | 468 | +100.0% | 0.02% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $20,000 | – | 396 | +100.0% | 0.02% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $20,000 | – | 171 | +100.0% | 0.02% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $20,000 | – | 162 | +100.0% | 0.02% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $20,000 | – | 435 | +100.0% | 0.02% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $20,000 | – | 613 | +100.0% | 0.02% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $20,000 | – | 101 | +100.0% | 0.02% | – |
| LYFT | New | LYFT INC | $20,000 | – | 745 | +100.0% | 0.02% | – |
| COP | New | CONOCOPHILLIPS | $19,000 | – | 643 | +100.0% | 0.02% | – |
| TM | New | TOYOTA MOTOR CORP | $18,000 | – | 152 | +100.0% | 0.02% | – |
| MA | New | MASTERCARD INCcl a | $18,000 | – | 75 | +100.0% | 0.02% | – |
| K | New | KELLOGG CO | $18,000 | – | 310 | +100.0% | 0.02% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $18,000 | – | 170 | +100.0% | 0.02% | – |
| USO | New | UNITED STATES OIL FUND LPunits | $18,000 | – | 4,475 | +100.0% | 0.02% | – |
| ETR | New | ENTERGY CORP NEW | $18,000 | – | 200 | +100.0% | 0.02% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $17,000 | – | 63 | +100.0% | 0.02% | – |
| NEAR | New | ISHARES U S ETF TRsht mat bd etf | $17,000 | – | 370 | +100.0% | 0.02% | – |
| FAST | New | FASTENAL CO | $17,000 | – | 572 | +100.0% | 0.02% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $17,000 | – | 191 | +100.0% | 0.02% | – |
| BCE | New | BCE INC | $17,000 | – | 421 | +100.0% | 0.02% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $17,000 | – | 1,359 | +100.0% | 0.02% | – |
| HON | New | HONEYWELL INTL INC | $17,000 | – | 128 | +100.0% | 0.02% | – |
| XAR | New | SPDR SER TRaerospace def | $16,000 | – | 218 | +100.0% | 0.02% | – |
| AGZ | New | ISHARES TRagency bond etf | $16,000 | – | 139 | +100.0% | 0.02% | – |
| RPM | New | RPM INTL INC | $16,000 | – | 278 | +100.0% | 0.02% | – |
| FRA | New | BLACKROCK FLOATING RATE INCO | $15,000 | – | 1,584 | +100.0% | 0.01% | – |
| TTD | New | THE TRADE DESK INC | $15,000 | – | 80 | +100.0% | 0.01% | – |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $15,000 | -95.0% | 272 | -93.2% | 0.01% | -95.4% |
| LOW | New | LOWES COS INC | $15,000 | – | 181 | +100.0% | 0.01% | – |
| WIX | New | WIX COM LTD | $15,000 | – | 156 | +100.0% | 0.01% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $15,000 | – | 370 | +100.0% | 0.01% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $15,000 | – | 106 | +100.0% | 0.01% | – |
| RCS | New | PIMCO STRATEGIC INCOME FD | $15,000 | – | 2,500 | +100.0% | 0.01% | – |
| ASML | New | ASML HOLDING N V | $15,000 | – | 59 | +100.0% | 0.01% | – |
| EXAS | New | EXACT SCIENCES CORP | $15,000 | – | 265 | +100.0% | 0.01% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
| FB | New | FACEBOOK INCcl a | $15,000 | – | 90 | +100.0% | 0.01% | – |
| TXN | New | TEXAS INSTRS INC | $15,000 | – | 156 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $15,000 | – | 451 | +100.0% | 0.01% | – |
| CIM | New | CHIMERA INVT CORP | $14,000 | – | 1,540 | +100.0% | 0.01% | – |
| SYK | New | STRYKER CORP | $14,000 | – | 87 | +100.0% | 0.01% | – |
| BHK | New | BLACKROCK CORE BD TR | $14,000 | – | 1,074 | +100.0% | 0.01% | – |
| QCOM | New | QUALCOMM INC | $14,000 | – | 221 | +100.0% | 0.01% | – |
| DIV | New | GLOBAL X FDSglobx supdv us | $13,000 | – | 1,021 | +100.0% | 0.01% | – |
| GVI | New | ISHARES TRintrm gov cr etf | $13,000 | – | 121 | +100.0% | 0.01% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $13,000 | – | 230 | +100.0% | 0.01% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $13,000 | – | 27 | +100.0% | 0.01% | – |
| BBN | New | BLACKROCK TAX MUNICPAL BD TR | $13,000 | – | 640 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $13,000 | – | 457 | +100.0% | 0.01% | – |
| IEO | New | ISHARES TRus oil gs ex etf | $13,000 | – | 590 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $13,000 | – | 642 | +100.0% | 0.01% | – |
| VLUE | New | ISHARES TRedge msci usa vl | $13,000 | – | 214 | +100.0% | 0.01% | – |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $12,000 | – | 1,400 | +100.0% | 0.01% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $12,000 | – | 594 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $12,000 | – | 2,684 | +100.0% | 0.01% | – |
| HFC | New | HOLLYFRONTIER CORP | $12,000 | – | 500 | +100.0% | 0.01% | – |
| BSCL | New | INVESCO EXCH TRD SLF IDX FD | $12,000 | – | 579 | +100.0% | 0.01% | – |
| ORAN | New | ORANGEsponsored adr | $11,000 | – | 948 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $11,000 | – | 500 | +100.0% | 0.01% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $10,000 | – | 250 | +100.0% | 0.01% | – |
| SDIV | New | GLOBAL X FDSglb x superdiv | $11,000 | – | 1,197 | +100.0% | 0.01% | – |
| GM | New | GENERAL MTRS CO | $10,000 | – | 500 | +100.0% | 0.01% | – |
| NXP | New | NUVEEN SELECT TAX-FREE INCOMsh ben int | $10,000 | – | 710 | +100.0% | 0.01% | – |
| TTE | New | TOTAL S.A.sponsored ads | $10,000 | – | 277 | +100.0% | 0.01% | – |
| ET | New | ENERGY TRANSFER LP | $10,000 | – | 2,385 | +100.0% | 0.01% | – |
| BIT | New | BLACKROCK MULTI-SECTOR INC T | $10,000 | – | 882 | +100.0% | 0.01% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $10,000 | – | 191 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $10,000 | – | 225 | +100.0% | 0.01% | – |
| WU | New | WESTERN UN CO | $10,000 | – | 600 | +100.0% | 0.01% | – |
| RY | New | ROYAL BK CDA | $11,000 | – | 181 | +100.0% | 0.01% | – |
| XLNX | New | XILINX INC | $10,000 | – | 130 | +100.0% | 0.01% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $9,000 | – | 263 | +100.0% | 0.01% | – |
| PDT | New | HANCOCK JOHN PREM DIVID FD | $9,000 | – | 800 | +100.0% | 0.01% | – |
| NIE | New | ALLIANZGI EQUITY & CONV INCO | $9,000 | – | 500 | +100.0% | 0.01% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $9,000 | – | 337 | +100.0% | 0.01% | – |
| FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $9,000 | – | 310 | +100.0% | 0.01% | – |
| GE | New | GENERAL ELECTRIC CO | $9,000 | – | 1,221 | +100.0% | 0.01% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $9,000 | – | 8 | +100.0% | 0.01% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $9,000 | – | 376 | +100.0% | 0.01% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $9,000 | – | 55 | +100.0% | 0.01% | – |
| CSQ | New | CALAMOS STRATEGIC TOTL RETN | $9,000 | – | 1,000 | +100.0% | 0.01% | – |
| CME | New | CME GROUP INC | $9,000 | – | 56 | +100.0% | 0.01% | – |
| VRSN | New | VERISIGN INC | $9,000 | – | 50 | +100.0% | 0.01% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $9,000 | – | 113 | +100.0% | 0.01% | – |
| EDIT | New | EDITAS MEDICINE INC | $9,000 | – | 500 | +100.0% | 0.01% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $9,000 | – | 175 | +100.0% | 0.01% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $9,000 | – | 397 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $9,000 | – | 119 | +100.0% | 0.01% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $9,000 | – | 90 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $9,000 | – | 192 | +100.0% | 0.01% | – |
| KBA | New | KRANESHARES TRbosera msci ch | $9,000 | – | 315 | +100.0% | 0.01% | – |
| HXL | New | HEXCEL CORP NEW | $9,000 | – | 250 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $8,000 | – | 103 | +100.0% | 0.01% | – |
| SAND | New | SANDSTORM GOLD LTD | $8,000 | – | 1,631 | +100.0% | 0.01% | – |
| TD | New | TORONTO DOMINION BK ONT | $8,000 | – | 205 | +100.0% | 0.01% | – |
| ITA | New | ISHARES TRus aer def etf | $8,000 | – | 58 | +100.0% | 0.01% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $8,000 | – | 219 | +100.0% | 0.01% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $8,000 | – | 237 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO | $8,000 | – | 355 | +100.0% | 0.01% | – |
| SPBO | New | SPDR SER TRportfolio crport | $8,000 | – | 255 | +100.0% | 0.01% | – |
| MFMS | New | EQUINOX FDS TRmfam smlcp grwth | $8,000 | – | 424 | +100.0% | 0.01% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $8,000 | – | 253 | +100.0% | 0.01% | – |
| AMGN | New | AMGEN INC | $8,000 | – | 43 | +100.0% | 0.01% | – |
| SBUX | New | STARBUCKS CORP | $8,000 | – | 126 | +100.0% | 0.01% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $8,000 | – | 99 | +100.0% | 0.01% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $8,000 | – | 224 | +100.0% | 0.01% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $8,000 | – | 87 | +100.0% | 0.01% | – |
| DNP | New | DNP SELECT INCOME FD | $7,000 | – | 800 | +100.0% | 0.01% | – |
| MEAR | New | ISHARES U S ETF TRsht mat mun etf | $7,000 | – | 153 | +100.0% | 0.01% | – |
| IXUS | New | ISHARES TRcore msci total | $7,000 | – | 160 | +100.0% | 0.01% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $7,000 | – | 49 | +100.0% | 0.01% | – |
| SMLF | New | ISHARES TRmultifactor usa | $7,000 | – | 246 | +100.0% | 0.01% | – |
| EBAY | New | EBAY INC | $7,000 | – | 250 | +100.0% | 0.01% | – |
| JNK | New | SPDR SER TRbloomberg brclys | $7,000 | – | 75 | +100.0% | 0.01% | – |
| FDM | New | FIRST TR DOW JONES SELECT MI | $7,000 | – | 253 | +100.0% | 0.01% | – |
| PHB | New | INVESCO EXCHANGE-TRADED FD Tfndmntl hy crp | $7,000 | – | 430 | +100.0% | 0.01% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $7,000 | – | 810 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $7,000 | – | 54 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $7,000 | – | 319 | +100.0% | 0.01% | – |
| FEMS | New | FIRST TR EXCHANGE TRADED ALPem sml cp alph | $7,000 | – | 292 | +100.0% | 0.01% | – |
| SNAP | New | SNAP INCcl a | $7,000 | – | 590 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC | $7,000 | – | 71 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $7,000 | – | 54 | +100.0% | 0.01% | – |
| MMM | New | 3M CO | $7,000 | – | 57 | +100.0% | 0.01% | – |
| SQ | New | SQUARE INCcl a | $7,000 | – | 151 | +100.0% | 0.01% | – |
| STOR | New | STORE CAP CORP | $7,000 | – | 400 | +100.0% | 0.01% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $7,000 | – | 200 | +100.0% | 0.01% | – |
| JPS | New | NUVEEN PFD & INCM SECURTIES | $7,000 | – | 1,000 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $6,000 | – | 37 | +100.0% | 0.01% | – |
| AFG | New | AMERICAN FINL GROUP INC OHIO | $6,000 | – | 90 | +100.0% | 0.01% | – |
| CMS | New | CMS ENERGY CORP | $6,000 | – | 110 | +100.0% | 0.01% | – |
| EMN | New | EASTMAN CHEM CO | $6,000 | – | 133 | +100.0% | 0.01% | – |
| EVRG | New | EVERGY INC | $6,000 | – | 121 | +100.0% | 0.01% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $6,000 | – | 107 | +100.0% | 0.01% | – |
| URA | New | GLOBAL X FDSglobal x uranium | $6,000 | – | 751 | +100.0% | 0.01% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $6,000 | – | 42 | +100.0% | 0.01% | – |
| NEM | New | NEWMONT CORP | $6,000 | – | 142 | +100.0% | 0.01% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $6,000 | – | 81 | +100.0% | 0.01% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $6,000 | – | 45 | +100.0% | 0.01% | – |
| SDY | New | SPDR SER TRs&p divid etf | $6,000 | – | 76 | +100.0% | 0.01% | – |
| TWTR | New | TWITTER INC | $6,000 | – | 250 | +100.0% | 0.01% | – |
| TSN | New | TYSON FOODS INCcl a | $6,000 | – | 120 | +100.0% | 0.01% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $6,000 | – | 82 | +100.0% | 0.01% | – |
| DON | New | WISDOMTREE TRus midcap divid | $6,000 | – | 260 | +100.0% | 0.01% | – |
| ALC | New | ALCON INC | $6,000 | – | 120 | +100.0% | 0.01% | – |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $5,000 | – | 350 | +100.0% | 0.01% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $5,000 | – | 72 | +100.0% | 0.01% | – |
| UGI | New | UGI CORP NEW | $5,000 | – | 213 | +100.0% | 0.01% | – |
| DEUS | New | DBX ETF TRxtrack russ 1000 | $5,000 | – | 202 | +100.0% | 0.01% | – |
| OKTA | New | OKTA INCcl a | $5,000 | – | 45 | +100.0% | 0.01% | – |
| OLLI | New | OLLIES BARGAIN OUTLT HLDGS I | $5,000 | – | 114 | +100.0% | 0.01% | – |
| SJM | New | SMUCKER J M CO | $5,000 | – | 50 | +100.0% | 0.01% | – |
| CGC | New | CANOPY GROWTH CORP | $5,000 | – | 349 | +100.0% | 0.01% | – |
| KIM | New | KIMCO RLTY CORP | $5,000 | – | 604 | +100.0% | 0.01% | – |
| OLN | New | OLIN CORP | $5,000 | – | 450 | +100.0% | 0.01% | – |
| WPC | New | WP CAREY INC | $5,000 | – | 100 | +100.0% | 0.01% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $5,000 | – | 90 | +100.0% | 0.01% | – |
| VKTX | New | VIKING THERAPEUTICS INC | $5,000 | – | 1,088 | +100.0% | 0.01% | – |
| LW | New | LAMB WESTON HLDGS INC | $5,000 | – | 100 | +100.0% | 0.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $5,000 | – | 101 | +100.0% | 0.01% | – |
| NKE | New | NIKE INCcl b | $5,000 | – | 71 | +100.0% | 0.01% | – |
| TROW | New | PRICE T ROWE GROUP INC | $5,000 | – | 58 | +100.0% | 0.01% | – |
| XYL | New | XYLEM INC | $5,000 | – | 83 | +100.0% | 0.01% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $5,000 | – | 54 | +100.0% | 0.01% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $5,000 | – | 208 | +100.0% | 0.01% | – |
| AOA | New | ISHARES TRaggres alloc etf | $5,000 | – | 117 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP | $5,000 | – | 391 | +100.0% | 0.01% | – |
| BYLD | New | ISHARES TRyld optim bd | $5,000 | – | 240 | +100.0% | 0.01% | – |
| URI | New | UNITED RENTALS INC | $4,000 | – | 41 | +100.0% | 0.00% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $4,000 | – | 127 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $4,000 | – | 49 | +100.0% | 0.00% | – |
| GIS | New | GENERAL MLS INC | $4,000 | – | 80 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC | $4,000 | – | 59 | +100.0% | 0.00% | – |
| GLUU | New | GLU MOBILE INC | $4,000 | – | 714 | +100.0% | 0.00% | – |
| TCMD | New | TACTILE SYS TECHNOLOGY INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| XPO | New | XPO LOGISTICS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $4,000 | – | 270 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINL | $4,000 | – | 259 | +100.0% | 0.00% | – |
| WWW | New | WOLVERINE WORLD WIDE INC | $4,000 | – | 300 | +100.0% | 0.00% | – |
| HYZD | New | WISDOMTREE TRhedged hi yld bd | $4,000 | – | 233 | +100.0% | 0.00% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $4,000 | – | 36 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $4,000 | – | 1,300 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $4,000 | – | 122 | +100.0% | 0.00% | – |
| PH | New | PARKER HANNIFIN CORP | $4,000 | – | 33 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO | $4,000 | – | 47 | +100.0% | 0.00% | – |
| XBI | New | SPDR SER TRs&p biotech | $4,000 | – | 60 | +100.0% | 0.00% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $4,000 | – | 44 | +100.0% | 0.00% | – |
| MDT | New | MEDTRONIC PLC | $4,000 | – | 55 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $4,000 | – | 26 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $4,000 | – | 323 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE COM INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $4,000 | – | 125 | +100.0% | 0.00% | – |
| EPR | New | EPR PPTYS | $4,000 | – | 200 | +100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $4,000 | – | 40 | +100.0% | 0.00% | – |
| HPI | New | HANCOCK JOHN PFD INCOME FDsh ben int | $4,000 | – | 250 | +100.0% | 0.00% | – |
| OC | New | OWENS CORNING NEW | $3,000 | – | 90 | +100.0% | 0.00% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,000 | – | 67 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPcl a | $3,000 | – | 19 | +100.0% | 0.00% | – |
| NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $3,000 | – | 159 | +100.0% | 0.00% | – |
| FFR | New | FIRST TR FTSE EPRA / NAREIT | $3,000 | – | 96 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $3,000 | – | 44 | +100.0% | 0.00% | – |
| SWAV | New | SHOCKWAVE MED INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $3,000 | – | 102 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC | $3,000 | – | 85 | +100.0% | 0.00% | – |
| DFS | New | DISCOVER FINL SVCS | $3,000 | – | 86 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $3,000 | – | 56 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $3,000 | – | 32 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| NUDM | New | NUSHARES ETF TRnuveen esg intl | $3,000 | – | 149 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $3,000 | – | 40 | +100.0% | 0.00% | – |
| MPLX | New | MPLX LP | $3,000 | – | 323 | +100.0% | 0.00% | – |
| SU | New | SUNCOR ENERGY INC NEW | $3,000 | – | 250 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $3,000 | – | 66 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $3,000 | – | 115 | +100.0% | 0.00% | – |
| XLC | New | SELECT SECTOR SPDR TR | $3,000 | – | 78 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $3,000 | – | 302 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INC | $3,000 | – | 36 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| NTRS | New | NORTHERN TR CORP | $3,000 | – | 52 | +100.0% | 0.00% | – |
| SAVE | New | SPIRIT AIRLS INC | $3,000 | – | 250 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $3,000 | – | 29 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $3,000 | – | 120 | +100.0% | 0.00% | – |
| IXN | New | ISHARES TRglobal tech etf | $2,000 | – | 15 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC | $2,000 | – | 94 | +100.0% | 0.00% | – |
| NEO | New | NEOGENOMICS INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| MDB | New | MONGODB INCcl a | $2,000 | – | 17 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $2,000 | – | 62 | +100.0% | 0.00% | – |
| MTB | New | M & T BK CORP | $2,000 | – | 24 | +100.0% | 0.00% | – |
| USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $2,000 | – | 495 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $2,000 | – | 76 | +100.0% | 0.00% | – |
| EIDO | New | ISHARES TRmsci indonia etf | $2,000 | – | 190 | +100.0% | 0.00% | – |
| IHE | New | ISHARES TRu.s. pharma etf | $2,000 | – | 18 | +100.0% | 0.00% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $2,000 | – | 12 | +100.0% | 0.00% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $2,000 | – | 45 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $2,000 | – | 35 | +100.0% | 0.00% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $2,000 | – | 19 | +100.0% | 0.00% | – |
| BSJM | New | INVESCO EXCH TRD SLF IDX FD | $2,000 | – | 120 | +100.0% | 0.00% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $2,000 | – | 113 | +100.0% | 0.00% | – |
| BSJL | New | INVESCO EXCH TRD SLF IDX FD | $2,000 | – | 118 | +100.0% | 0.00% | – |
| STOT | New | SSGA ACTIVE TRspdr dbleln shrt | $2,000 | – | 60 | +100.0% | 0.00% | – |
| SPHD | New | INVESCO EXCHANGE-TRADED FD Ts&p500 hdl vol | $2,000 | – | 94 | +100.0% | 0.00% | – |
| IP | New | INTL PAPER CO | $2,000 | – | 66 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $2,000 | – | 60 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO | $2,000 | – | 310 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $2,000 | – | 112 | +100.0% | 0.00% | – |
| SNSR | New | GLOBAL X FDSinternet of thng | $2,000 | – | 145 | +100.0% | 0.00% | – |
| AGNG | New | GLOBAL X FDSlnty thmtc etf | $2,000 | – | 101 | +100.0% | 0.00% | – |
| AIQ | New | GLOBAL X FDSfutr analy etf | $2,000 | – | 143 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $2,000 | – | 592 | +100.0% | 0.00% | – |
| AMSWA | New | AMERICAN SOFTWARE INCcl a | $2,000 | – | 147 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $2,000 | – | 254 | +100.0% | 0.00% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,000 | – | 18 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $2,000 | – | 66 | +100.0% | 0.00% | – |
| EIX | New | EDISON INTL | $2,000 | – | 45 | +100.0% | 0.00% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $2,000 | – | 94 | +100.0% | 0.00% | – |
| EOG | New | EOG RES INC | $2,000 | – | 83 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC | $2,000 | – | 250 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC DEL | $2,000 | – | 25 | +100.0% | 0.00% | – |
| BYND | New | BEYOND MEAT INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| BPY | New | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $2,000 | – | 276 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $1,000 | – | 45 | +100.0% | 0.00% | – |
| HSC | New | HARSCO CORP | $1,000 | – | 188 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $1,000 | – | 43 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $1,000 | – | 198 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP | $1,000 | – | 43 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| EOLS | New | EVOLUS INC | $1,000 | – | 300 | +100.0% | 0.00% | – |
| EE | New | EL PASO ELEC CO | $1,000 | – | 25 | +100.0% | 0.00% | – |
| DLTH | New | DULUTH HLDGS INC | $1,000 | – | 353 | +100.0% | 0.00% | – |
| DUK | New | DUKE ENERGY CORP NEW | $1,000 | – | 23 | +100.0% | 0.00% | – |
| BSJQ | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $1,000 | – | 59 | +100.0% | 0.00% | – |
| DHC | New | DIVERSIFIED HEALTHCARE TR | $1,000 | – | 295 | +100.0% | 0.00% | – |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $1,000 | – | 62 | +100.0% | 0.00% | – |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $1,000 | – | 59 | +100.0% | 0.00% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $1,000 | – | 75 | +100.0% | 0.00% | – |
| CMP | New | COMPASS MINERALS INTL INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| VTIQ | New | VECTOIQ ACQUISITION CORP | $1,000 | – | 139 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
| CL | New | COLGATE PALMOLIVE CO | $1,000 | – | 22 | +100.0% | 0.00% | – |
| AMC | New | AMC ENTMT HLDGS INC | $1,000 | – | 503 | +100.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| NUEM | New | NUSHARES ETF TRnuveen esg emrgn | $1,000 | – | 48 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $1,000 | – | 101 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA COcl a | $1,000 | – | 25 | +100.0% | 0.00% | – |
| YNDX | New | YANDEX N V | $1,000 | – | 35 | +100.0% | 0.00% | – |
| BILI | New | BILIBILI INCspons ads rep z | $1,000 | – | 52 | +100.0% | 0.00% | – |
| WD | New | WALKER & DUNLOP INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| AXON | New | AXON ENTERPRISE INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $1,000 | – | 1,200 | +100.0% | 0.00% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ASB | New | ASSOCIATED BANC CORP | $1,000 | – | 94 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ANET | New | ARISTA NETWORKS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| YUM | New | YUM BRANDS INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| PLNT | New | PLANET FITNESS INCcl a | $1,000 | – | 23 | +100.0% | 0.00% | – |
| DOX | New | AMDOCS LTD | $1,000 | – | 20 | +100.0% | 0.00% | – |
| TMUS | New | T MOBILE US INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| TGE | New | TALLGRASS ENERGY LP | $1,000 | – | 80 | +100.0% | 0.00% | – |
| TGT | New | TARGET CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $1,000 | – | 62 | +100.0% | 0.00% | – |
| TLRA | New | TELARIA INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| BFIT | New | GLOBAL X FDShelth well etf | $1,000 | – | 120 | +100.0% | 0.00% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $1,000 | – | 12 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SNA | New | SNAP ON INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| GH | New | GUARDANT HEALTH INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SKX | New | SKECHERS U S A INCcl a | $1,000 | – | 50 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $1,000 | – | 12 | +100.0% | 0.00% | – |
| RNR | New | RENAISSANCERE HOLDINGS LTD | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $1,000 | – | 19 | +100.0% | 0.00% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,000 | – | 50 | +100.0% | 0.00% | – |
| UAA | New | UNDER ARMOUR INCcl a | $1,000 | – | 200 | +100.0% | 0.00% | – |
| CWCO | New | CONSOLIDATED WATER CO INCord | $1,000 | – | 80 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $1,000 | – | 47 | +100.0% | 0.00% | – |
| SHAK | New | SHAKE SHACK INCcl a | $1,000 | – | 50 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC | $0 | – | 8 | +100.0% | 0.00% | – |
| FVE | New | FIVE STAR SENIOR LIVING INC | $0 | – | 19 | +100.0% | 0.00% | – |
| FIVE | New | FIVE BELOW INC | $0 | – | 6 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $0 | – | 12 | +100.0% | 0.00% | – |
| AGI | New | ALAMOS GOLD INC NEW | $0 | – | 50 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $0 | – | 16 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $0 | – | 29 | +100.0% | 0.00% | – |
| CNK | New | CINEMARK HOLDINGS INC | $0 | – | 30 | +100.0% | 0.00% | – |
| LB | New | L BRANDS INC | $0 | – | 59 | +100.0% | 0.00% | – |
| SWIR | New | SIERRA WIRELESS INC | $0 | – | 100 | +100.0% | 0.00% | – |
| ULTA | New | ULTA BEAUTY INC | $0 | – | 4 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $0 | – | 74 | +100.0% | 0.00% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $0 | – | 200 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $0 | – | 7 | +100.0% | 0.00% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $0 | – | 16 | +100.0% | 0.00% | – |
| ASRT | New | ASSERTIO THERAPEUTICS INC | $0 | – | 595 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC | $0 | – | 14 | +100.0% | 0.00% | – |
| QRTEA | New | QURATE RETAIL INC | $0 | – | 85 | +100.0% | 0.00% | – |
| VSLR | New | VIVINT SOLAR INC | $0 | – | 40 | +100.0% | 0.00% | – |
| HSY | New | HERSHEY CO | $0 | – | 7 | +100.0% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $0 | – | 1 | +100.0% | 0.00% | – |
| STLD | New | STEEL DYNAMICS INC | $0 | – | 29 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $0 | – | 9 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $0 | – | 3 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $0 | – | 140 | +100.0% | 0.00% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| SNSS | New | SUNESIS PHARMACEUTICALS INC | $0 | – | 166 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $0 | – | 6 | +100.0% | 0.00% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $0 | – | 7 | +100.0% | 0.00% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $0 | – | 3 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| DD | New | DUPONT DE NEMOURS INC | $0 | – | 15 | +100.0% | 0.00% | – |
| MKC | New | MCCORMICK & CO INC | $0 | – | 7 | +100.0% | 0.00% | – |
| NAK | New | NORTHERN DYNASTY MINERALS LT | $0 | – | 100 | +100.0% | 0.00% | – |
| BAB | New | INVESCO EXCHANGE-TRADED FD Ttaxable mun bd | $0 | – | 26 | +100.0% | 0.00% | – |
| PKX | New | POSCOsponsored adr | $0 | – | 19 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $0 | – | 14 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $0 | – | 27 | +100.0% | 0.00% | – |
| BSVN | New | BANK7 CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $0 | – | 16 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $0 | – | 40 | +100.0% | 0.00% | – |
| WPRT | New | WESTPORT FUEL SYSTEMS INC | $0 | – | 100 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $0 | – | 27 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC | $0 | – | 6 | +100.0% | 0.00% | – |
| CFR | New | CULLEN FROST BANKERS INC | $0 | – | 10 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $0 | – | 15 | +100.0% | 0.00% | – |
| RMR | New | RMR GROUP INCcl a | $0 | – | 3 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $0 | – | 57 | +100.0% | 0.00% | – |
| POST | New | POST HLDGS INC | $0 | – | 11 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 30.5% |
| ISHARES TR | 16 | Q3 2023 | 13.5% |
| ISHARES TR | 16 | Q3 2023 | 11.6% |
| ISHARES TR | 16 | Q3 2023 | 8.9% |
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 4.2% |
| ISHARES TR | 16 | Q3 2023 | 4.9% |
| SPDR SER TR | 16 | Q3 2023 | 3.7% |
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 1.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.0% |
| SPDR SER TR | 16 | Q3 2023 | 5.1% |
View MBE Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-19 |
View MBE Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.