$215 Million is the total value of Investors Financial Group, LLC's 212 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $16,088,000 | +12.2% | 66,634 | +3.2% | 7.49% | -1.2% |
| AAPL | Sell | APPLE INC | $10,021,000 | +25.2% | 56,435 | -0.2% | 4.66% | +10.2% |
| MMM | Sell | 3M CO | $8,487,000 | -2.3% | 47,780 | -3.6% | 3.95% | -14.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,460,000 | +12.8% | 13,600 | +1.9% | 3.01% | -0.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,869,000 | +11.6% | 12,238 | +0.5% | 2.27% | -1.7% |
| CTVA | Sell | CORTEVA INC | $4,736,000 | +9.3% | 100,169 | -2.7% | 2.20% | -3.8% |
| SLV | Buy | ISHARES SILVER TRishares | $4,505,000 | +6.0% | 209,458 | +1.1% | 2.10% | -6.8% |
| Buy | WEBER INCcl a | $4,386,000 | +19.5% | 339,200 | +62.6% | 2.04% | +5.2% | |
| HUGS | New | USHG ACQUISITION CORP | $4,298,000 | – | 414,500 | +100.0% | 2.00% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,068,000 | +10.9% | 13,607 | +1.2% | 1.89% | -2.4% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,864,000 | +13.3% | 8,432 | -0.8% | 1.80% | -0.2% |
| MSFT | Sell | MICROSOFT CORP | $3,501,000 | +17.8% | 10,410 | -1.2% | 1.63% | +3.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,356,000 | +35.5% | 64,586 | +40.8% | 1.56% | +19.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,616,000 | +7.8% | 15,229 | -3.6% | 1.22% | -5.1% |
| DAKT | Buy | DAKTRONICS INC | $2,581,000 | +288.7% | 511,050 | +317.7% | 1.20% | +242.5% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $2,345,000 | -3.3% | 46,955 | -2.9% | 1.09% | -14.9% |
| DGRO | Sell | ISHARES TRcore div grwth | $2,275,000 | +10.0% | 40,927 | -0.6% | 1.06% | -3.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,258,000 | +2.3% | 57,830 | -1.7% | 1.05% | -10.0% |
| XEL | Buy | XCEL ENERGY INC | $2,128,000 | +9.5% | 31,425 | +1.1% | 0.99% | -3.6% |
| CRM | Buy | SALESFORCE COM INC | $2,103,000 | +3.5% | 8,275 | +10.5% | 0.98% | -8.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,067,000 | +6.5% | 9,293 | +4.8% | 0.96% | -6.2% |
| MDT | Buy | MEDTRONIC PLC | $1,884,000 | -16.3% | 18,209 | +1.5% | 0.88% | -26.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,876,000 | +7.7% | 16,380 | +2.7% | 0.87% | -5.2% |
| Sell | HYZON MOTORS INC | $1,832,000 | -28.0% | 282,250 | -23.0% | 0.85% | -36.6% | |
| DCI | Buy | DONALDSON INC | $1,746,000 | +3.3% | 29,461 | +0.0% | 0.81% | -9.1% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,643,000 | +8.0% | 31,725 | -1.1% | 0.76% | -5.0% |
| DIS | Buy | DISNEY WALT CO | $1,608,000 | +39.8% | 10,379 | +52.6% | 0.75% | +23.2% |
| AMZN | Sell | AMAZON COM INC | $1,607,000 | -1.0% | 482 | -2.4% | 0.75% | -12.8% |
| BA | Buy | BOEING CO | $1,561,000 | +61.9% | 7,756 | +77.0% | 0.73% | +42.5% |
| TGT | Buy | TARGET CORP | $1,560,000 | +3.2% | 6,738 | +2.0% | 0.73% | -9.2% |
| ABBV | Buy | ABBVIE INC | $1,529,000 | +30.0% | 11,291 | +3.6% | 0.71% | +14.5% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $1,501,000 | +20.9% | 8,928 | +9.5% | 0.70% | +6.4% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $1,499,000 | +24.1% | 12,966 | +9.9% | 0.70% | +9.2% |
| BUSE | Sell | FIRST BUSEY CORP | $1,462,000 | +8.1% | 53,906 | -1.8% | 0.68% | -4.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,462,000 | -6.0% | 8,547 | -11.3% | 0.68% | -17.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,447,000 | +17.2% | 4,736 | +5.1% | 0.67% | +3.2% |
| GLD | Buy | SPDR GOLD TR | $1,414,000 | +7.2% | 8,273 | +3.0% | 0.66% | -5.7% |
| MP | Sell | MP MATERIALS CORP | $1,386,000 | -12.7% | 30,515 | -38.1% | 0.64% | -23.2% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $1,358,000 | -8.6% | 19,439 | -15.6% | 0.63% | -19.5% |
| GIS | Sell | GENERAL MLS INC | $1,330,000 | +2.2% | 19,745 | -9.2% | 0.62% | -10.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,327,000 | +38.2% | 9,225 | -1.1% | 0.62% | +21.7% |
| PFE | Buy | PFIZER INC | $1,308,000 | +50.9% | 22,149 | +9.9% | 0.61% | +32.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,287,000 | +27.7% | 15,934 | +7.5% | 0.60% | +12.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,281,000 | +14.2% | 2,685 | +3.2% | 0.60% | +0.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,281,000 | +19.7% | 3,992 | +8.3% | 0.60% | +5.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,271,000 | +21.3% | 4,490 | +12.7% | 0.59% | +6.9% |
| HRL | Sell | HORMEL FOODS CORP | $1,271,000 | +15.1% | 26,046 | -3.2% | 0.59% | +1.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,252,000 | +9.2% | 14,777 | +10.2% | 0.58% | -3.8% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $1,219,000 | +6.4% | 22,482 | +1.6% | 0.57% | -6.3% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,208,000 | -1.1% | 22,708 | -0.5% | 0.56% | -13.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,163,000 | +9.5% | 6,926 | +2.1% | 0.54% | -3.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,158,000 | +16.6% | 15,972 | +3.0% | 0.54% | +2.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,150,000 | +6.9% | 3,164 | -0.5% | 0.54% | -6.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,126,000 | +5.1% | 13,914 | -4.5% | 0.52% | -7.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,059,000 | +18.3% | 17,698 | +22.1% | 0.49% | +4.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,056,000 | +14.8% | 7,497 | +3.8% | 0.49% | +1.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,023,000 | -3.2% | 6,461 | +0.1% | 0.48% | -14.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,010,000 | +22.1% | 6,863 | +12.3% | 0.47% | +7.6% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $996,000 | -5.1% | 9,106 | -4.1% | 0.46% | -16.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $989,000 | +26.5% | 1,741 | +0.1% | 0.46% | +11.1% |
| HD | Buy | HOME DEPOT INC | $974,000 | +26.7% | 2,347 | +0.2% | 0.45% | +11.3% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $972,000 | -35.2% | 19,622 | -34.4% | 0.45% | -42.9% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $974,000 | +0.2% | 29,541 | +0.5% | 0.45% | -11.9% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $953,000 | -4.1% | 4,311 | -12.8% | 0.44% | -15.6% |
| HON | Sell | HONEYWELL INTL INC | $932,000 | -3.3% | 4,467 | -1.6% | 0.43% | -14.9% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $920,000 | -1.5% | 1,622 | 0.0% | 0.43% | -13.4% | |
| SPIP | Buy | SPDR SER TRportfli tips etf | $915,000 | +15.2% | 29,043 | +13.7% | 0.43% | +1.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $910,000 | +17.0% | 12,186 | +16.3% | 0.42% | +3.2% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $829,000 | +20.5% | 10,855 | +11.8% | 0.39% | +6.0% |
| DGII | Buy | DIGI INTL INC | $827,000 | +18.8% | 33,645 | +1.6% | 0.38% | +4.6% |
| TJX | Buy | TJX COS INC NEW | $822,000 | +44.7% | 10,823 | +25.8% | 0.38% | +27.7% |
| NVDA | Buy | NVIDIA CORPORATION | $803,000 | +87.2% | 2,730 | +31.9% | 0.37% | +64.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $791,000 | +9.0% | 6,122 | -0.9% | 0.37% | -4.2% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $762,000 | -23.1% | 23,259 | -21.8% | 0.36% | -32.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $758,000 | +52.2% | 6,531 | +33.6% | 0.35% | +34.2% |
| VOO | Sell | VANGUARD INDEX FDS | $756,000 | -32.1% | 1,732 | -38.7% | 0.35% | -40.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $748,000 | +44.7% | 10,449 | +29.2% | 0.35% | +27.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $739,000 | +47.5% | 6,911 | +35.6% | 0.34% | +29.8% |
| SRVR | Sell | PACER FDS TRbnchmrk infra | $736,000 | +9.5% | 17,007 | -1.6% | 0.34% | -3.4% |
| SBUX | Buy | STARBUCKS CORP | $728,000 | +21.3% | 6,227 | +14.5% | 0.34% | +6.9% |
| XOM | Buy | EXXON MOBIL CORP | $729,000 | +4.0% | 11,921 | +0.0% | 0.34% | -8.6% |
| ECL | ECOLAB INC | $713,000 | +12.5% | 3,038 | 0.0% | 0.33% | -0.9% | |
| COIN | Sell | COINBASE GLOBAL INC | $683,000 | +8.1% | 2,707 | -2.6% | 0.32% | -4.8% |
| MRK | Sell | MERCK & CO INC | $679,000 | -12.6% | 8,859 | -14.4% | 0.32% | -23.1% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $674,000 | -1.9% | 13,491 | -0.6% | 0.31% | -13.5% |
| MCK | Buy | MCKESSON CORP | $670,000 | +34.8% | 2,695 | +8.0% | 0.31% | +18.6% |
| CSCO | Sell | CISCO SYS INC | $667,000 | +16.4% | 10,518 | -0.1% | 0.31% | +2.6% |
| CAT | Buy | CATERPILLAR INC | $642,000 | +34.6% | 3,107 | +25.0% | 0.30% | +18.7% |
| AVXL | Buy | ANAVEX LIFE SCIENCES CORP | $636,000 | +47.6% | 36,650 | +52.7% | 0.30% | +29.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $619,000 | +8.8% | 2,737 | +5.2% | 0.29% | -4.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $619,000 | +26.6% | 1,231 | -1.6% | 0.29% | +11.2% |
| INDS | Sell | PACER FDS TRbnchmrk indstr | $611,000 | +25.7% | 10,904 | -1.7% | 0.28% | +10.5% |
| WFC | Buy | WELLS FARGO CO NEW | $611,000 | +3.4% | 12,738 | +0.0% | 0.28% | -9.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $606,000 | +22.7% | 3,706 | +4.9% | 0.28% | +8.0% |
| GGG | GRACO INC | $598,000 | +15.2% | 7,422 | 0.0% | 0.28% | +1.5% | |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $585,000 | +35.4% | 10,004 | +22.8% | 0.27% | +19.3% |
| CVX | Buy | CHEVRON CORP NEW | $579,000 | +27.0% | 4,930 | +9.7% | 0.27% | +12.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $567,000 | +2.9% | 7,202 | +1.9% | 0.26% | -9.3% |
| AMGN | Sell | AMGEN INC | $568,000 | -2.4% | 2,524 | -7.8% | 0.26% | -14.3% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $560,000 | -6.4% | 13,485 | -14.9% | 0.26% | -17.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $556,000 | +16.1% | 5,998 | +18.2% | 0.26% | +2.4% |
| F | Sell | FORD MTR CO DEL | $556,000 | -17.6% | 26,758 | -43.8% | 0.26% | -27.5% |
| MCD | Sell | MCDONALDS CORP | $557,000 | +10.7% | 2,078 | -0.4% | 0.26% | -2.6% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $551,000 | -2.3% | 2,162 | -9.3% | 0.26% | -13.8% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $545,000 | +7.9% | 9,810 | +0.3% | 0.25% | -4.9% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $545,000 | +23.9% | 3,047 | +17.3% | 0.25% | +9.0% |
| INTC | Sell | INTEL CORP | $544,000 | -3.5% | 10,553 | -0.3% | 0.25% | -15.1% |
| BAC | Buy | BK OF AMERICA CORP | $544,000 | +8.6% | 12,227 | +3.6% | 0.25% | -4.5% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $525,000 | +8.9% | 4,964 | +0.7% | 0.24% | -4.3% |
| ANTM | ANTHEM INC | $518,000 | +24.2% | 1,118 | 0.0% | 0.24% | +9.0% | |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $514,000 | -4.8% | 22,289 | -0.6% | 0.24% | -16.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $513,000 | +44.9% | 3,525 | +31.1% | 0.24% | +27.8% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $513,000 | +9.6% | 2,432 | 0.0% | 0.24% | -3.6% | |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $501,000 | +48.7% | 23,009 | +35.3% | 0.23% | +30.9% |
| MBB | Buy | ISHARES TRmbs etf | $485,000 | +0.6% | 4,513 | +1.2% | 0.23% | -11.4% |
| MAS | Buy | MASCO CORP | $476,000 | +27.3% | 6,775 | +0.5% | 0.22% | +12.1% |
| ABT | Sell | ABBOTT LABS | $476,000 | +19.0% | 3,379 | -0.2% | 0.22% | +4.7% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $473,000 | +15.4% | 5,593 | +2.1% | 0.22% | +1.4% |
| LLY | Sell | LILLY ELI & CO | $473,000 | +19.1% | 1,714 | -0.3% | 0.22% | +4.8% |
| QCOM | Buy | QUALCOMM INC | $459,000 | +92.9% | 2,512 | +36.3% | 0.21% | +69.8% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $457,000 | -2.6% | 10,011 | -1.7% | 0.21% | -14.1% |
| PEP | Sell | PEPSICO INC | $455,000 | +14.6% | 2,619 | -0.7% | 0.21% | +1.0% |
| MOD | Buy | MODINE MFG CO | $456,000 | +59.4% | 45,210 | +79.0% | 0.21% | +40.4% |
| TSLA | Sell | TESLA INC | $436,000 | +24.2% | 413 | -8.8% | 0.20% | +9.1% |
| MU | MICRON TECHNOLOGY INC | $434,000 | +31.5% | 4,654 | 0.0% | 0.20% | +15.4% | |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $430,000 | -2.3% | 9,082 | -0.2% | 0.20% | -14.2% |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $420,000 | +1.7% | 12,500 | +0.1% | 0.20% | -10.1% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $415,000 | -0.5% | 11,260 | +0.7% | 0.19% | -12.7% |
| Buy | JAZZ INVESTMENTS I LTDnote 1.500% 8/1 | $415,000 | +12.5% | 3,256 | +14.9% | 0.19% | -1.0% | |
| NSC | NORFOLK SOUTHN CORP | $398,000 | +24.4% | 1,338 | 0.0% | 0.18% | +9.5% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $398,000 | +36.8% | 4,623 | +36.5% | 0.18% | +20.1% |
| SKY | SKYLINE CHAMPION CORPORATION | $395,000 | +31.7% | 5,000 | 0.0% | 0.18% | +15.7% | |
| BHC | Buy | BAUSCH HEALTH COS INC | $392,000 | +0.3% | 14,205 | +1.1% | 0.18% | -11.6% |
| KO | Buy | COCA COLA CO | $383,000 | +15.4% | 6,466 | +2.1% | 0.18% | +1.1% |
| USB | Sell | US BANCORP DEL | $375,000 | -27.2% | 6,679 | -22.9% | 0.18% | -35.7% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $374,000 | +1.1% | 10,332 | +2.0% | 0.17% | -11.2% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $370,000 | +13.8% | 7,092 | +2.7% | 0.17% | 0.0% |
| T | Sell | AT&T INC | $368,000 | -26.5% | 14,969 | -19.3% | 0.17% | -35.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $362,000 | +30.2% | 1,920 | +79.4% | 0.17% | +15.0% |
| ORCL | Sell | ORACLE CORP | $360,000 | -1.1% | 4,129 | -1.1% | 0.17% | -13.0% |
| GM | Buy | GENERAL MTRS CO | $359,000 | +25.5% | 6,129 | +12.9% | 0.17% | +10.6% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $357,000 | -1.9% | 4,102 | -1.3% | 0.17% | -14.0% |
| NUE | Buy | NUCOR CORP | $352,000 | +38.0% | 3,080 | +19.1% | 0.16% | +21.5% |
| ABNB | Buy | AIRBNB INC | $350,000 | +59.8% | 2,103 | +60.8% | 0.16% | +40.5% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $347,000 | +26.2% | 8,314 | -1.8% | 0.16% | +11.7% |
| FTSD | Sell | FRANKLIN ETF TRliberty shrt etf | $345,000 | -13.1% | 3,672 | -12.4% | 0.16% | -23.3% |
| PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $343,000 | -7.5% | 8,635 | -16.4% | 0.16% | -18.4% |
| DE | Sell | DEERE & CO | $325,000 | +2.5% | 946 | -0.1% | 0.15% | -10.1% |
| Sell | GENERAL ELECTRIC CO | $319,000 | -46.7% | 3,373 | -41.8% | 0.15% | -52.8% | |
| ETN | Sell | EATON CORP PLC | $318,000 | +15.6% | 1,841 | -0.1% | 0.15% | +2.1% |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $312,000 | – | 6,111 | +100.0% | 0.14% | – |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $312,000 | -0.3% | 3,856 | +1.1% | 0.14% | -12.7% |
| V | Buy | VISA INC | $309,000 | -2.2% | 1,424 | +0.4% | 0.14% | -13.8% |
| DAL | Sell | DELTA AIR LINES INC DEL | $307,000 | -8.6% | 7,867 | -0.3% | 0.14% | -19.7% |
| ARKF | Sell | ARK ETF TRfintech innova | $308,000 | -31.1% | 7,546 | -16.8% | 0.14% | -39.4% |
| NEE | Sell | NEXTERA ENERGY INC | $308,000 | +18.5% | 3,294 | -0.5% | 0.14% | +3.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $304,000 | +10.1% | 1,039 | -0.2% | 0.14% | -2.7% |
| NKE | NIKE INCcl b | $302,000 | +14.8% | 1,813 | 0.0% | 0.14% | +1.4% | |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $302,000 | +13.5% | 5,834 | -2.5% | 0.14% | 0.0% |
| PAYX | Sell | PAYCHEX INC | $303,000 | +20.7% | 2,218 | -0.6% | 0.14% | +6.0% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $296,000 | – | 1,447 | +100.0% | 0.14% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $293,000 | +12.7% | 6,804 | +2.4% | 0.14% | -1.4% |
| DKNG | Sell | DRAFTKINGS INC | $291,000 | -43.2% | 10,590 | -0.5% | 0.14% | -50.2% |
| DHS | WISDOMTREE TRus high dividend | $282,000 | +7.2% | 3,422 | 0.0% | 0.13% | -5.8% | |
| TXN | Sell | TEXAS INSTRS INC | $278,000 | -2.5% | 1,473 | -0.8% | 0.13% | -14.6% |
| AVGO | Sell | BROADCOM INC | $277,000 | +33.8% | 417 | -2.3% | 0.13% | +18.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $276,000 | -7.7% | 2,327 | +15.1% | 0.13% | -19.0% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $270,000 | -20.8% | 2,098 | -19.8% | 0.13% | -30.0% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $263,000 | +2.3% | 1,161 | +6.7% | 0.12% | -10.3% |
| NFLX | NETFLIX INC | $258,000 | -1.5% | 429 | 0.0% | 0.12% | -13.7% | |
| USHY | Buy | ISHARES TRbroad usd high | $257,000 | +21.2% | 6,241 | +22.3% | 0.12% | +7.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $254,000 | +22.1% | 3,833 | +7.2% | 0.12% | +7.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $251,000 | +14.6% | 986 | +6.2% | 0.12% | +0.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $247,000 | +20.5% | 2,267 | +21.8% | 0.12% | +6.5% |
| BLK | Sell | BLACKROCK INC | $243,000 | +8.5% | 265 | -0.7% | 0.11% | -4.2% |
| DVY | New | ISHARES TRselect divid etf | $230,000 | – | 1,880 | +100.0% | 0.11% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $225,000 | – | 1,360 | +100.0% | 0.10% | – |
| APD | New | AIR PRODS & CHEMS INC | $224,000 | – | 737 | +100.0% | 0.10% | – |
| SAVA | CASSAVA SCIENCES INC | $223,000 | -29.7% | 5,100 | 0.0% | 0.10% | -38.1% | |
| SHV | ISHARES TRshort treas bd | $222,000 | 0.0% | 2,013 | 0.0% | 0.10% | -12.0% | |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $222,000 | -20.7% | 6,939 | -20.0% | 0.10% | -30.4% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $220,000 | – | 893 | +100.0% | 0.10% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $219,000 | -7.6% | 4,361 | +2.8% | 0.10% | -18.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $218,000 | +5.8% | 3,488 | +0.3% | 0.10% | -7.3% |
| CSX | New | CSX CORP | $215,000 | – | 5,723 | +100.0% | 0.10% | – |
| LUMO | Sell | LUMOS PHARMA INC | $212,000 | -35.6% | 30,600 | -11.6% | 0.10% | -43.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $210,000 | +5.0% | 2,077 | -2.2% | 0.10% | -7.5% |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $207,000 | – | 685 | +100.0% | 0.10% | – |
| IR | New | INGERSOLL RAND INC | $207,000 | – | 3,342 | +100.0% | 0.10% | – |
| AGG | New | ISHARES TRcore us aggbd et | $207,000 | – | 1,810 | +100.0% | 0.10% | – |
| O | New | REALTY INCOME CORP | $203,000 | – | 2,836 | +100.0% | 0.10% | – |
| HBAN | HUNTINGTON BANCSHARES INC | $204,000 | 0.0% | 13,220 | 0.0% | 0.10% | -12.0% | |
| XLC | Buy | SELECT SECTOR SPDR TR | $201,000 | -2.9% | 2,592 | +0.3% | 0.09% | -13.8% |
| PPL | New | PPL CORP | $202,000 | – | 6,721 | +100.0% | 0.09% | – |
| OTTR | New | OTTER TAIL CORP | $202,000 | – | 2,824 | +100.0% | 0.09% | – |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $188,000 | +2.2% | 11,000 | 0.0% | 0.09% | -9.3% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $189,000 | -26.7% | 10,362 | -3.5% | 0.09% | -35.3% |
| MYI | BLACKROCK MUNIYIELD QUALITY | $172,000 | +1.2% | 11,600 | 0.0% | 0.08% | -11.1% | |
| VMM | New | DELAWARE INVTS MINN MUN INCO | $162,000 | – | 11,500 | +100.0% | 0.08% | – |
| CX | Buy | CEMEX SAB DE CVspon adr new | $152,000 | -0.7% | 22,375 | +4.7% | 0.07% | -12.3% |
| BHG | Buy | BRIGHT HEALTH GROUP INC | $145,000 | -13.2% | 42,050 | +105.6% | 0.07% | -22.7% |
| NLS | Buy | NAUTILUS INC | $139,000 | -9.7% | 22,750 | +37.9% | 0.06% | -19.8% |
| DNP | DNP SELECT INCOME FD INC | $134,000 | +2.3% | 12,305 | 0.0% | 0.06% | -10.1% | |
| SIRI | SIRIUS XM HOLDINGS INC | $110,000 | +3.8% | 17,397 | 0.0% | 0.05% | -8.9% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $104,000 | -7.1% | 13,358 | 0.0% | 0.05% | -18.6% | |
| CGC | Sell | CANOPY GROWTH CORP | $100,000 | -50.2% | 11,491 | -20.7% | 0.05% | -55.7% |
| STKL | New | SUNOPTA INC | $90,000 | – | 13,000 | +100.0% | 0.04% | – |
| SAN | Buy | BANCO SANTANDER S.A.adr | $79,000 | -1.2% | 23,977 | +9.1% | 0.04% | -11.9% |
| EZPW | EZCORP INCcl a non vtg | $75,000 | -2.6% | 10,196 | 0.0% | 0.04% | -14.6% | |
| TWO | New | TWO HBRS INVT CORP | $67,000 | – | 11,600 | +100.0% | 0.03% | – |
| MTNB | Sell | MATINAS BIOPHARMA HLDGS INC | $51,000 | -51.0% | 50,000 | -37.5% | 0.02% | -56.4% |
| XELA | New | EXELA TECHNOLOGIES INC | $12,000 | – | 13,700 | +100.0% | 0.01% | – |
| CRBP | Exit | CORBUS PHARMACEUTICALS HLDGS | $0 | – | -10,000 | -100.0% | -0.01% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,605 | -100.0% | -0.13% | – |
| IYY | Exit | ISHARES TRdow jones us etf | $0 | – | -3,042 | -100.0% | -0.17% | – |
| AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -32,000 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2021 | 9.3% |
| 3M CO | 9 | Q4 2021 | 6.7% |
| APPLE INC | 9 | Q4 2021 | 4.9% |
| SPDR S&P 500 ETF TR | 9 | Q4 2021 | 3.0% |
| INVESCO QQQ TR | 9 | Q4 2021 | 2.7% |
| CORTEVA INC | 9 | Q4 2021 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 9 | Q4 2021 | 2.4% |
| ISHARES US ETF TR | 9 | Q4 2021 | 3.1% |
| VANGUARD WORLD FDS | 9 | Q4 2021 | 1.8% |
| ISHARES TR | 9 | Q4 2021 | 2.3% |
View Investors Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-07-29 |
| 13F-HR | 2021-04-14 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-14 |
| 13F-HR | 2020-07-10 |
| 13F-HR | 2020-04-09 |
| 13F-HR | 2020-01-27 |
View Investors Financial Group, 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.